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
Matt Renart Matt Renart's Credit Suisse Experience July 2011 - February 2013
Job Datadriven solutions to tough business challenges
Industry Internet
Experience
LinkedIn November 2014 - Present
Birchbox December 2013 - October 2014
Birchbox February 2013 - December 2013
Credit Suisse July 2011 - February 2013
Credit Suisse June 2010 - August 2010
Smithsonian Institution & National Academies June 2009 - August 2009
Skills
Finance, Capital Markets, Investments, Strategic Planning, Financial Analysis, Corporate Finance, Bloomberg, Analysis, Marketing, Analytics, Data Analysis, Market Research, Banking, Business Planning, SQL, R, Tableau
Education
Georgetown University 2007 — 2011
B.S., Biology of Global Health, Cum Laude
LinkedIn November 2014 - Present
Birchbox December 2013 - October 2014
Birchbox February 2013 - December 2013
Credit Suisse July 2011 - February 2013
Credit Suisse June 2010 - August 2010
Smithsonian Institution & National Academies June 2009 - August 2009
Skills
Finance, Capital Markets, Investments, Strategic Planning, Financial Analysis, Corporate Finance, Bloomberg, Analysis, Marketing, Analytics, Data Analysis, Market Research, Banking, Business Planning, SQL, R, Tableau
Education
Georgetown University 2007 — 2011
B.S., Biology of Global Health, Cum Laude
Jo Trahms Jo Trahms's Credit Suisse Experience June 2013 - August 2013
Job Investment Banking Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company August 2014 - Present
Credit Suisse June 2013 - August 2013
Abundant Venture Partners March 2013 - May 2013
Lemhi Ventures April 2012 - August 2012
Target Corporation December 2010 - April 2012
Target September 2009 - December 2010
Iconoculture September 2008 - January 2009
Target June 2008 - August 2008
Skills
Strategy, Retail, Business Analysis, Vendor Management, Leadership, Sales, Program Management, Market Research, Data Analysis, Training, Advertising, Market Analysis, Financial Analysis, Strategic Planning, Financial Modeling
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Strategic Management
University of Minnesota - Carlson School of Management 2005 — 2009
BSB, Finance Major, Economics Minor
Queen Mary, University of London 2008 — 2008
Georgetown University - The McDonough School of Business 2006 — 2007
Finance
William Blair & Company August 2014 - Present
Credit Suisse June 2013 - August 2013
Abundant Venture Partners March 2013 - May 2013
Lemhi Ventures April 2012 - August 2012
Target Corporation December 2010 - April 2012
Target September 2009 - December 2010
Iconoculture September 2008 - January 2009
Target June 2008 - August 2008
Skills
Strategy, Retail, Business Analysis, Vendor Management, Leadership, Sales, Program Management, Market Research, Data Analysis, Training, Advertising, Market Analysis, Financial Analysis, Strategic Planning, Financial Modeling
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Strategic Management
University of Minnesota - Carlson School of Management 2005 — 2009
BSB, Finance Major, Economics Minor
Queen Mary, University of London 2008 — 2008
Georgetown University - The McDonough School of Business 2006 — 2007
Finance
Sarah Karle, CAE, LEED Green Associate Sarah Karle, CAE, LEED Green Associate's Credit Suisse Experience April 2004 - October 2005
Job Senior Program Manager, Membership at U.S. Green Building Council
Industry Nonprofit Organization Management
Experience
U.S. Green Building Council January 2012 - Present
U.S. Green Building Council April 2010 - January 2012
U.S. Green Building Council November 2007 - April 2010
U.S. Green Building Council July 2006 - November 2007
U.S. Green Building Council October 2005 - July 2006
Credit Suisse April 2004 - October 2005
Skills
Non-profits, Sustainability, Volunteer Management, Green Building, LEED Green Associate, CAE, Program Management, Project Management, Community Outreach, Sustainability..., LEED Accredited, Nonprofits, Sustainable Business, Corporate Social..., Proposal Writing, Sustainable Development, Strategic Communications, Program Development, LEED AP
Education
The George Washington University 2013 — 2014
World Executive MBA
Georgetown University 2011 — 2011
Nonprofit Management Executive Certificate
University of Richmond 1999 — 2003
Bachelor of Arts, International Studies and Spanish
U.S. Green Building Council January 2012 - Present
U.S. Green Building Council April 2010 - January 2012
U.S. Green Building Council November 2007 - April 2010
U.S. Green Building Council July 2006 - November 2007
U.S. Green Building Council October 2005 - July 2006
Credit Suisse April 2004 - October 2005
Skills
Non-profits, Sustainability, Volunteer Management, Green Building, LEED Green Associate, CAE, Program Management, Project Management, Community Outreach, Sustainability..., LEED Accredited, Nonprofits, Sustainable Business, Corporate Social..., Proposal Writing, Sustainable Development, Strategic Communications, Program Development, LEED AP
Education
The George Washington University 2013 — 2014
World Executive MBA
Georgetown University 2011 — 2011
Nonprofit Management Executive Certificate
University of Richmond 1999 — 2003
Bachelor of Arts, International Studies and Spanish
Gillis Baxter Gillis Baxter's Credit Suisse Experience June 2013 - August 2013
Job Co Founder at Vizo News
Industry Newspapers
Experience
Vizo News July 2014 - Present
GUSIF September 2012 - December 2014
Georgetown Collegiate Investors September 2013 - September 2014
GKB Partners June 2014 - August 2014
Credit Suisse June 2013 - August 2013
Georgetown Collegiate Investors February 2013 - August 2013
Trebizond Investments, LLC September 2012 - February 2013
Bruce Museum September 2010 - August 2012
Fu Dian Bank June 2011 - July 2011
Jerusalem Foundation July 2010 - August 2010
Skills
Value Investing, Industry Analysis, Market Research, Team Work, Team Leadership, Microsoft Excel, Chinese, Spanish, International Business..., Public Speaking, Microsoft Office, PowerPoint
Education
Georgetown University 2012 — 2016
International Business
Greenwich High School 2009 — 2012
4.7
Vizo News July 2014 - Present
GUSIF September 2012 - December 2014
Georgetown Collegiate Investors September 2013 - September 2014
GKB Partners June 2014 - August 2014
Credit Suisse June 2013 - August 2013
Georgetown Collegiate Investors February 2013 - August 2013
Trebizond Investments, LLC September 2012 - February 2013
Bruce Museum September 2010 - August 2012
Fu Dian Bank June 2011 - July 2011
Jerusalem Foundation July 2010 - August 2010
Skills
Value Investing, Industry Analysis, Market Research, Team Work, Team Leadership, Microsoft Excel, Chinese, Spanish, International Business..., Public Speaking, Microsoft Office, PowerPoint
Education
Georgetown University 2012 — 2016
International Business
Greenwich High School 2009 — 2012
4.7
Andy Lentz Andy Lentz's Credit Suisse Experience July 2012 - August 2014
Job Trader at Maverick Capital
Industry Financial Services
Experience
Maverick Capital September 2014 - Present
Credit Suisse July 2012 - August 2014
Credit Suisse June 2011 - August 2011
Conway MacKenzie, Inc. June 2010 - August 2010
Skills
Series 7, Series 63, Series 3, Series 55, Bloomberg
Education
Georgetown University - The McDonough School of Business 2008 — 2012
BS, Finance and Management
Maverick Capital September 2014 - Present
Credit Suisse July 2012 - August 2014
Credit Suisse June 2011 - August 2011
Conway MacKenzie, Inc. June 2010 - August 2010
Skills
Series 7, Series 63, Series 3, Series 55, Bloomberg
Education
Georgetown University - The McDonough School of Business 2008 — 2012
BS, Finance and Management
Talar Angacian Talar Angacian's Credit Suisse Experience July 2013 - Present
Job Institutional Equity Sales Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
Alpha Kappa Psi - Omega Lambda January 2012 - December 2012
Credit Suisse June 2012 - August 2012
Amber Capital June 2011 - August 2011
Alpha Kappa Psi - Omega Lambda January 2011 - June 2011
Congressman Peter King September 2010 - May 2011
Education
Georgetown University 2009 — 2013
Bachelor of Science in Business Administration, Finance, International Business, Studio Art
Universitat Pompeu Fabra 2011 — 2011
Finance, International Business
Credit Suisse July 2013 - Present
Alpha Kappa Psi - Omega Lambda January 2012 - December 2012
Credit Suisse June 2012 - August 2012
Amber Capital June 2011 - August 2011
Alpha Kappa Psi - Omega Lambda January 2011 - June 2011
Congressman Peter King September 2010 - May 2011
Education
Georgetown University 2009 — 2013
Bachelor of Science in Business Administration, Finance, International Business, Studio Art
Universitat Pompeu Fabra 2011 — 2011
Finance, International Business
Kristen Ehinger Kristen Ehinger's Credit Suisse Experience June 2014 - Present
Job Institutional Equity Sales
Industry Financial Services
Experience
Credit Suisse June 2014 - Present
Credit Suisse June 2013 - June 2014
MF Global September 2011 - November 2011
Credit Suisse September 2008 - August 2011
Skills
Fixed Income
Education
Georgetown University 2004 — 2008
Bachelor of Arts (BA), History
Oak Knoll School 2000 — 2004
Credit Suisse June 2014 - Present
Credit Suisse June 2013 - June 2014
MF Global September 2011 - November 2011
Credit Suisse September 2008 - August 2011
Skills
Fixed Income
Education
Georgetown University 2004 — 2008
Bachelor of Arts (BA), History
Oak Knoll School 2000 — 2004
Sara Stratoberdha's Credit Suisse Experience July 2014 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
The Hoya January 2013 - June 2014
KVH Industries Inc. June 2013 - August 2013
KVH Industries Inc. June 2012 - August 2012
State of Rhode Island May 2012 - July 2012
Spouting Rock Beach Association June 2008 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, English, Windows, Marketo, Salesforce, Google Adwords, QuickBooks, Spanish-proficiency, Albanian, Public Speaking
Education
Georgetown University 2011 — 2015
Bachelor of Science (B.S.), International Economics
Portsmouth Abbey School 2008 — 2011
Credit Suisse July 2014 - Present
The Hoya January 2013 - June 2014
KVH Industries Inc. June 2013 - August 2013
KVH Industries Inc. June 2012 - August 2012
State of Rhode Island May 2012 - July 2012
Spouting Rock Beach Association June 2008 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, English, Windows, Marketo, Salesforce, Google Adwords, QuickBooks, Spanish-proficiency, Albanian, Public Speaking
Education
Georgetown University 2011 — 2015
Bachelor of Science (B.S.), International Economics
Portsmouth Abbey School 2008 — 2011
Tom Ehrhart's Credit Suisse Experience July 2009 - January 2012
Job Associate at GTCR
Industry Venture Capital & Private Equity
Experience
GTCR Golder Rauner January 2012 - Present
Credit Suisse July 2009 - January 2012
Skills
LBO, Financial Modeling, Valuation
Education
Georgetown University 2005 — 2009
BA, Economics
GTCR Golder Rauner January 2012 - Present
Credit Suisse July 2009 - January 2012
Skills
LBO, Financial Modeling, Valuation
Education
Georgetown University 2005 — 2009
BA, Economics
Jonathan Crawley's Credit Suisse Experience June 2011 - August 2011
Job Senior Consultant at Capco
Industry Financial Services
Experience
Capco January 2015 - Present
Capital One June 2013 - January 2015
Capital One July 2012 - June 2013
Credit Suisse June 2011 - August 2011
Federal Deposit Insurance Corporation April 2009 - January 2010
Education
Georgetown University 2008 — 2012
Bachelor of Science in Business Administration, Finance
Capco January 2015 - Present
Capital One June 2013 - January 2015
Capital One July 2012 - June 2013
Credit Suisse June 2011 - August 2011
Federal Deposit Insurance Corporation April 2009 - January 2010
Education
Georgetown University 2008 — 2012
Bachelor of Science in Business Administration, Finance
Jerry Graunke Jerry Graunke's Credit Suisse Experience June 2006 - August 2006
Job President at VOKAL
Industry Marketing and Advertising
Experience
VOKAL Interactive May 2014 - Present
Aspen Marketing Services January 2013 - May 2014
Hyper Marketing Inc. September 2010 - January 2013
Bain & Company August 2007 - September 2010
Credit Suisse June 2006 - August 2006
The White House September 2005 - December 2005
Education
Georgetown University 2003 — 2007
Bachelor of Science (B.S.), International Political Economy
Barrington High School
VOKAL Interactive May 2014 - Present
Aspen Marketing Services January 2013 - May 2014
Hyper Marketing Inc. September 2010 - January 2013
Bain & Company August 2007 - September 2010
Credit Suisse June 2006 - August 2006
The White House September 2005 - December 2005
Education
Georgetown University 2003 — 2007
Bachelor of Science (B.S.), International Political Economy
Barrington High School
Jessica Parry Jessica Parry's Credit Suisse Experience July 2014 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Georgetown University Alumni & Student Federal Credit Union September 2011 - March 2014
Credit Suisse June 2013 - August 2013
Credit Suisse June 2012 - August 2012
Ayn Rand Institute May 2012 - June 2012
Tommy Hilfiger September 2010 - May 2011
Ankasa July 2008 - July 2008
Skills
Public Speaking, Financial Analysis, Economics, Event Planning, Corporate Finance, Communication, Marketing, Finance
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Economics
St. Paul's School 2006 — 2010
Graduated Magna Cum Laude with Distinctions in Humanities and Sciences
Credit Suisse July 2014 - Present
Georgetown University Alumni & Student Federal Credit Union September 2011 - March 2014
Credit Suisse June 2013 - August 2013
Credit Suisse June 2012 - August 2012
Ayn Rand Institute May 2012 - June 2012
Tommy Hilfiger September 2010 - May 2011
Ankasa July 2008 - July 2008
Skills
Public Speaking, Financial Analysis, Economics, Event Planning, Corporate Finance, Communication, Marketing, Finance
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Economics
St. Paul's School 2006 — 2010
Graduated Magna Cum Laude with Distinctions in Humanities and Sciences
Megan Melican Megan Melican's Credit Suisse Experience 2006 - 2008
Job Vice President at Thomas H. Lee Partners
Industry Venture Capital & Private Equity
Experience
Thomas H. Lee Partners 2012 - Present
Thomas H. Lee Partners 2008 - 2010
Credit Suisse 2006 - 2008
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Georgetown University 2002 — 2006
Bachelor's degree, Political Economy
Thomas H. Lee Partners 2012 - Present
Thomas H. Lee Partners 2008 - 2010
Credit Suisse 2006 - 2008
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Georgetown University 2002 — 2006
Bachelor's degree, Political Economy
Ambika Kumar Ambika Kumar's Credit Suisse Experience May 2013 - August 2013
Job Risk & Payments Analyst at Facebook
Industry Internet
Experience
U.S. Department of Commerce January 2014 - May 2014
Credit Suisse May 2013 - August 2013
Georgetown University School of Continuing Studies September 2012 - May 2013
Georgetown University's McDonough School of Business May 2012 - January 2013
Georgetown University's McDonough School of Business August 2011 - May 2012
Northwestern Mutual May 2011 - August 2011
Law Office of Darrell Smith June 2009 - January 2011
Skills
Social Media, Microsoft Excel, Microsoft Office, SQL, Social Media Marketing, Facebook, Visio, Analysis, SAP, Wordpress, Research, PowerPoint, Time Management, Management, Data Analysis, Bloomberg Terminal, Hootsuite, Technology, Customer Service, Flags, Ice Cream, British English
Education
Georgetown University - The McDonough School of Business 2011 — 2014
Bachelor's Degree, Operations & Information Management and International Business, Cum Laude
University of Kansas 2010 — 2011
B.S., Business
Blue Valley Northwest High School 2006 — 2010
U.S. Department of Commerce January 2014 - May 2014
Credit Suisse May 2013 - August 2013
Georgetown University School of Continuing Studies September 2012 - May 2013
Georgetown University's McDonough School of Business May 2012 - January 2013
Georgetown University's McDonough School of Business August 2011 - May 2012
Northwestern Mutual May 2011 - August 2011
Law Office of Darrell Smith June 2009 - January 2011
Skills
Social Media, Microsoft Excel, Microsoft Office, SQL, Social Media Marketing, Facebook, Visio, Analysis, SAP, Wordpress, Research, PowerPoint, Time Management, Management, Data Analysis, Bloomberg Terminal, Hootsuite, Technology, Customer Service, Flags, Ice Cream, British English
Education
Georgetown University - The McDonough School of Business 2011 — 2014
Bachelor's Degree, Operations & Information Management and International Business, Cum Laude
University of Kansas 2010 — 2011
B.S., Business
Blue Valley Northwest High School 2006 — 2010
Julian Hinderling's Credit Suisse Experience June 2008 - June 2010
Job
Industry Venture Capital & Private Equity
Experience
American Securities August 2014 - Present
The Walt Disney Company June 2013 - August 2013
American Securities Capital Partners August 2010 - July 2012
Credit Suisse June 2008 - June 2010
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2004 — 2008
Finance and Economics
American Securities August 2014 - Present
The Walt Disney Company June 2013 - August 2013
American Securities Capital Partners August 2010 - July 2012
Credit Suisse June 2008 - June 2010
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2004 — 2008
Finance and Economics
Gregory Nersessian Gregory Nersessian's Credit Suisse Experience May 2006 - March 2010
Job Principal at Health Management Associates
Industry Health, Wellness and Fitness
Experience
Health Management Associates April 2010 - Present
Credit Suisse May 2006 - March 2010
Lehman Brothers August 2001 - May 2006
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
Master of Business Administration (M.B.A.)
Georgetown University 1990 — 1994
Bachelor's degree
Hotchkiss
Health Management Associates April 2010 - Present
Credit Suisse May 2006 - March 2010
Lehman Brothers August 2001 - May 2006
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
Master of Business Administration (M.B.A.)
Georgetown University 1990 — 1994
Bachelor's degree
Hotchkiss
Molly Lynn Molly Lynn's Credit Suisse Experience July 2006 - Present
Job Equity Portfolio Sales at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2006 - Present
King Street Capital Management August 2004 - May 2006
Cravath, Swaine & Moore LLP June 2003 - August 2004
Skills
Equities, Investment Banking, Capital Markets
Education
University of Michigan 1999 — 2003
BA, Economics and Mathematics
Georgetown University 2002 — 2002
Credit Suisse July 2006 - Present
King Street Capital Management August 2004 - May 2006
Cravath, Swaine & Moore LLP June 2003 - August 2004
Skills
Equities, Investment Banking, Capital Markets
Education
University of Michigan 1999 — 2003
BA, Economics and Mathematics
Georgetown University 2002 — 2002
Taylor Ednie Taylor Ednie's Credit Suisse Experience June 2015 - August 2015
Job Accounting Major at Georgetown University McDonough School of Business
Industry Accounting
Experience
Georgetown University's McDonough School of Business June 2014 - Present
Georgetown Visitation Prep August 2014 - Present
Credit Suisse June 2015 - August 2015
Jones & Frank June 2014 - August 2014
Cardinal Gibbons High School June 2013 - August 2013
Education
Georgetown University 2013 — 2017
BS Business Administration, Accounting & Finance
Ravenscroft School 2011 — 2013
Georgetown University's McDonough School of Business June 2014 - Present
Georgetown Visitation Prep August 2014 - Present
Credit Suisse June 2015 - August 2015
Jones & Frank June 2014 - August 2014
Cardinal Gibbons High School June 2013 - August 2013
Education
Georgetown University 2013 — 2017
BS Business Administration, Accounting & Finance
Ravenscroft School 2011 — 2013
Joshua Sattel Joshua Sattel's Credit Suisse Experience June 2015 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Georgetown University August 2014 - May 2015
Credit Suisse June 2014 - August 2014
Athletes United for Social Justice August 2013 - August 2014
Georgetown University August 2013 - May 2014
Professional Planning Associates, Philadelphia June 2012 - August 2012
Skills
Data Analysis, Economics, Team Leadership, Finance, Statistics, Nonprofits, Social Media, Microsoft Office, Research, Organization, Hlookups, Sumif, Vlookup, Financial Modeling
Education
Georgetown University 2011 — 2015
Bachelor of Arts (BA), Economics (Honors), Mathematics, Business Administration
Saint Joseph's Preparatory School 2009 — 2011
High School
Credit Suisse June 2015 - Present
Georgetown University August 2014 - May 2015
Credit Suisse June 2014 - August 2014
Athletes United for Social Justice August 2013 - August 2014
Georgetown University August 2013 - May 2014
Professional Planning Associates, Philadelphia June 2012 - August 2012
Skills
Data Analysis, Economics, Team Leadership, Finance, Statistics, Nonprofits, Social Media, Microsoft Office, Research, Organization, Hlookups, Sumif, Vlookup, Financial Modeling
Education
Georgetown University 2011 — 2015
Bachelor of Arts (BA), Economics (Honors), Mathematics, Business Administration
Saint Joseph's Preparatory School 2009 — 2011
High School
Aaron Scheuerman Aaron Scheuerman's Credit Suisse Experience January 2015 - Present
Job Analyst at Credit Suisse
Industry Investment Management
Experience
Credit Suisse January 2015 - Present
Credit Suisse June 2014 - August 2014
North Seattle Community College August 2011 - June 2012
United States Marine Corps June 2005 - June 2010
Education
Georgetown University - The McDonough School of Business 2012 — 2014
BSBA, Finance
North Seattle College 2010 — 2012
Associates of Business
Credit Suisse January 2015 - Present
Credit Suisse June 2014 - August 2014
North Seattle Community College August 2011 - June 2012
United States Marine Corps June 2005 - June 2010
Education
Georgetown University - The McDonough School of Business 2012 — 2014
BSBA, Finance
North Seattle College 2010 — 2012
Associates of Business
Stewart Oldfield, CFA, CAIA Stewart Oldfield, CFA, CAIA's Credit Suisse Experience May 2002 - September 2014
Job Director at Deutsche Bank Asset & Wealth Management
Industry Banking
Experience
Deutsche Bank October 2014 - Present
Credit Suisse May 2002 - September 2014
J.P. Morgan July 1998 - May 2002
Skills
Derivatives, Structured Products, Equities, Fixed Income, Capital Markets, Hedge Funds, Fund Of Funds, Liquid Alternatives, Quantitative Investing, Private Banking
Education
Georgetown University 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Phillips Exeter Academy 1993 — 1994
Deutsche Bank October 2014 - Present
Credit Suisse May 2002 - September 2014
J.P. Morgan July 1998 - May 2002
Skills
Derivatives, Structured Products, Equities, Fixed Income, Capital Markets, Hedge Funds, Fund Of Funds, Liquid Alternatives, Quantitative Investing, Private Banking
Education
Georgetown University 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Phillips Exeter Academy 1993 — 1994
Jennifer McDonald Jennifer McDonald's Credit Suisse Experience 2007 - 2009
Job Marketing Strategist at Bank of America
Industry Financial Services
Experience
Bank of America February 2014 - Present
The Fine Art Fund January 2010 - December 2011
Credit Suisse 2007 - 2009
ING U.S. January 2004 - 2007
Skills
Emerging Markets, Marketing, Business Development, Strategy, Business Strategy, Entrepreneurship, Private Equity, Contemporary Art, Art Business, Debt & Equity Financing, Corporate Sponsorships
Education
Georgetown University 2001 — 2003
Master of Science Foreign Service (MSFS), International Economics
Georgetown University
BSBA, International Business
Sciences Po
Sotheby's Business of Art
Certificate
Cardinal Newman High School
Bank of America February 2014 - Present
The Fine Art Fund January 2010 - December 2011
Credit Suisse 2007 - 2009
ING U.S. January 2004 - 2007
Skills
Emerging Markets, Marketing, Business Development, Strategy, Business Strategy, Entrepreneurship, Private Equity, Contemporary Art, Art Business, Debt & Equity Financing, Corporate Sponsorships
Education
Georgetown University 2001 — 2003
Master of Science Foreign Service (MSFS), International Economics
Georgetown University
BSBA, International Business
Sciences Po
Sotheby's Business of Art
Certificate
Cardinal Newman High School
Kim Lopez, M.D.'s Credit Suisse Experience April 2012 - September 2012
Job Independent Life Sciences Consultant
Industry Pharmaceuticals
Experience
Oliver Wyman November 2012 - September 2014
Credit Suisse April 2012 - September 2012
Mizuho Securities USA Inc. July 2011 - January 2012
Soleil Securities June 2010 - August 2010
Columbia University Medical Center March 2005 - May 2009
Skills
Excel modeling, Bloomberg Terminal, Factset, Thomson One, Equity Research, Equity Valuation, Clinical Trials, Biotechnology, Medical Devices, Financial Analysis, Financial Modeling, Clinical Research, Cancer Research, Investment Strategies, Competitive Analysis, Business Strategy, Research, Pharmaceutical Industry, Strategy, Business Valuation, Lifesciences, Data Analysis, Valuation, Due Diligence, Emerging Markets, Finance
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Finance
University of the Philippines 1998 — 2003
MD, Medicine
University of the Philippines 1994 — 1998
BS, Psychology
Oliver Wyman November 2012 - September 2014
Credit Suisse April 2012 - September 2012
Mizuho Securities USA Inc. July 2011 - January 2012
Soleil Securities June 2010 - August 2010
Columbia University Medical Center March 2005 - May 2009
Skills
Excel modeling, Bloomberg Terminal, Factset, Thomson One, Equity Research, Equity Valuation, Clinical Trials, Biotechnology, Medical Devices, Financial Analysis, Financial Modeling, Clinical Research, Cancer Research, Investment Strategies, Competitive Analysis, Business Strategy, Research, Pharmaceutical Industry, Strategy, Business Valuation, Lifesciences, Data Analysis, Valuation, Due Diligence, Emerging Markets, Finance
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Finance
University of the Philippines 1998 — 2003
MD, Medicine
University of the Philippines 1994 — 1998
BS, Psychology
Kapil Desai's Credit Suisse Experience July 2013 - July 2014
Job Analyst at Catalyst Investors
Industry Venture Capital & Private Equity
Experience
Catalyst Investors September 2014 - Present
Credit Suisse July 2013 - July 2014
Students of Georgetown, Inc. March 2012 - March 2013
Credit Suisse June 2012 - August 2012
Political Alpha, LLC June 2011 - August 2011
FairWinds Partners LLC January 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Program Management, Financial Analysis, Valuation, Corporate Finance, Strategic Planning, Investments, Investment Banking, Mergers & Acquisitions, Due Diligence, Public Speaking, Finance
Education
Georgetown University
BSBA
Catalyst Investors September 2014 - Present
Credit Suisse July 2013 - July 2014
Students of Georgetown, Inc. March 2012 - March 2013
Credit Suisse June 2012 - August 2012
Political Alpha, LLC June 2011 - August 2011
FairWinds Partners LLC January 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Program Management, Financial Analysis, Valuation, Corporate Finance, Strategic Planning, Investments, Investment Banking, Mergers & Acquisitions, Due Diligence, Public Speaking, Finance
Education
Georgetown University
BSBA
Stacey Soto Stacey Soto's Credit Suisse Experience May 2001 - April 2014
Job EXManaging Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2001 - April 2014
Shutts & Bowen LLP May 1996 - May 2001
Education
Georgetown University Law Center 1993 — 1996
Georgetown University 1988 — 1991
BSFS, International Affairs
Credit Suisse May 2001 - April 2014
Shutts & Bowen LLP May 1996 - May 2001
Education
Georgetown University Law Center 1993 — 1996
Georgetown University 1988 — 1991
BSFS, International Affairs
Daniel Kupratis Daniel Kupratis's Credit Suisse Experience June 2008 - May 2013
Job Prime Services Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2013 - Present
Credit Suisse June 2008 - May 2013
Students of Georgetown, Inc. August 2006 - May 2008
Skills
Corporate Finance, Investment Banking, Fixed Income, Capital Markets, Derivatives, Hedge Funds, Structured Products, Alternative Investments, Investments, Bloomberg Terminal, Securities, Structured Finance, Bonds, Financial Markets
Education
Georgetown University
Bachelor of Science (BS), Accounting and Finance
Georgetown University - The McDonough School of Business
BSBA, Accounting, Finance
J.P. Morgan June 2013 - Present
Credit Suisse June 2008 - May 2013
Students of Georgetown, Inc. August 2006 - May 2008
Skills
Corporate Finance, Investment Banking, Fixed Income, Capital Markets, Derivatives, Hedge Funds, Structured Products, Alternative Investments, Investments, Bloomberg Terminal, Securities, Structured Finance, Bonds, Financial Markets
Education
Georgetown University
Bachelor of Science (BS), Accounting and Finance
Georgetown University - The McDonough School of Business
BSBA, Accounting, Finance
Jonathan Rabar Jonathan Rabar's Credit Suisse Experience May 2012 - August 2012
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock July 2014 - Present
Deloitte September 2013 - July 2014
The Hoya November 2011 - November 2012
Credit Suisse May 2012 - August 2012
Comcast May 2011 - August 2011
U.S. House of Representatives May 2010 - August 2010
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science in Business Administration, Operations & Information Management, Marketing
Bishop Eustace Preparatory School 2005 — 2009
High School Degree
BlackRock July 2014 - Present
Deloitte September 2013 - July 2014
The Hoya November 2011 - November 2012
Credit Suisse May 2012 - August 2012
Comcast May 2011 - August 2011
U.S. House of Representatives May 2010 - August 2010
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science in Business Administration, Operations & Information Management, Marketing
Bishop Eustace Preparatory School 2005 — 2009
High School Degree
Donald McLee Donald McLee's Credit Suisse Experience July 2010 - June 2012
Job Equity Research Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities January 2013 - Present
Credit Suisse July 2010 - June 2012
U.S. International Trade Commission August 2009 - May 2010
Credit Suisse June 2009 - August 2009
Morgan Stanley Smith Barney August 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, LBO, M&A experience, DCF, Comparative Analysis, Leveraged Finance, Joint Ventures, Corporate Finance, Investment Banking, Series 79 License, Series 7 License, Series 63 License, Series 86 License, Series 87 License
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Wells Fargo Securities January 2013 - Present
Credit Suisse July 2010 - June 2012
U.S. International Trade Commission August 2009 - May 2010
Credit Suisse June 2009 - August 2009
Morgan Stanley Smith Barney August 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, LBO, M&A experience, DCF, Comparative Analysis, Leveraged Finance, Joint Ventures, Corporate Finance, Investment Banking, Series 79 License, Series 7 License, Series 63 License, Series 86 License, Series 87 License
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Cole Coley Thomas's Credit Suisse Experience July 2007 - August 2008
Job Artist / CEO of Revel Music Group
Industry Entertainment
Experience
Revel Music Group 2008 - Present
Credit Suisse July 2007 - August 2008
Skills
Music, Brand Development, Record Labels, Music Publishing, Concerts, Music Videos, Business Development, Content Development, Strategic Partnerships, New Media, Digital Distribution, Talent Booking, Songwriting, Recording, Performing, A&R, POP, Hip-Hop, Music Management, Event Promotion, Negotiation, Public Speaking, Corporate Finance, Private Equity, Start-ups, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Investment Banking, Telecommunications, Valuation, Financial Advisory, Venture Capital, Entrepreneurship, Music Industry, Entertainment
Education
Georgetown University - The McDonough School of Business 2004 — 2007
BS, Finance/International Business Dual Major & Theater Minor
Revel Music Group 2008 - Present
Credit Suisse July 2007 - August 2008
Skills
Music, Brand Development, Record Labels, Music Publishing, Concerts, Music Videos, Business Development, Content Development, Strategic Partnerships, New Media, Digital Distribution, Talent Booking, Songwriting, Recording, Performing, A&R, POP, Hip-Hop, Music Management, Event Promotion, Negotiation, Public Speaking, Corporate Finance, Private Equity, Start-ups, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Investment Banking, Telecommunications, Valuation, Financial Advisory, Venture Capital, Entrepreneurship, Music Industry, Entertainment
Education
Georgetown University - The McDonough School of Business 2004 — 2007
BS, Finance/International Business Dual Major & Theater Minor
Christopher Young, JD, CFA Christopher Young, JD, CFA's Credit Suisse Experience June 2010 - Present
Job Managing Director, Head of Contested Situations at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2010 - Present
Institutional Shareholder Services February 2004 - June 2010
Bear Stearns August 1998 - May 2001
Sullivan & Cromwell August 1996 - August 1998
White & Case August 1995 - December 1996
Sumitomo Mitsui Banking Corporation June 1990 - August 1992
Skills
Corporate Governance, Capital Markets, Due Diligence, Equities, Hedge Funds, Mergers, Investment Banking, Valuation, Corporate Finance, Securities, Private Equity, M, Alternative Investments, Asset Management, Investments, IPO, Investor Relations, Securities Regulation, Financial Modeling, Financial Markets, LBO, Mutual Funds, Equity Research, Corporate Law, Finance, Banking, Series 7, Equity Valuation, Corporate Actions, Emerging Markets, Mergers & Acquisitions, M&A experience, Venture Capital, Financial Structuring, Private Placements
Education
Boston University School of Law, magna cum laude 1992 — 1995
JD, Law
Georgetown University 1986 — 1990
BSFS, Foreign Service
East Greenwich High School 1982 — 1986
Credit Suisse June 2010 - Present
Institutional Shareholder Services February 2004 - June 2010
Bear Stearns August 1998 - May 2001
Sullivan & Cromwell August 1996 - August 1998
White & Case August 1995 - December 1996
Sumitomo Mitsui Banking Corporation June 1990 - August 1992
Skills
Corporate Governance, Capital Markets, Due Diligence, Equities, Hedge Funds, Mergers, Investment Banking, Valuation, Corporate Finance, Securities, Private Equity, M, Alternative Investments, Asset Management, Investments, IPO, Investor Relations, Securities Regulation, Financial Modeling, Financial Markets, LBO, Mutual Funds, Equity Research, Corporate Law, Finance, Banking, Series 7, Equity Valuation, Corporate Actions, Emerging Markets, Mergers & Acquisitions, M&A experience, Venture Capital, Financial Structuring, Private Placements
Education
Boston University School of Law, magna cum laude 1992 — 1995
JD, Law
Georgetown University 1986 — 1990
BSFS, Foreign Service
East Greenwich High School 1982 — 1986
Gregory Fantoni Gregory Fantoni's Credit Suisse Experience March 2014 - Present
Job IBD Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2014 - Present
Citigroup June 2011 - February 2014
SEI Investments June 2010 - August 2010
InvestEdge, Inc. June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Data Analysis, Corporate Finance, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Finance and International Business Double Major
UNSW Australia 2009 — 2009
Finance and Business
West Chester East High School 2003 — 2007
High School Diploma
Credit Suisse March 2014 - Present
Citigroup June 2011 - February 2014
SEI Investments June 2010 - August 2010
InvestEdge, Inc. June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Data Analysis, Corporate Finance, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Finance and International Business Double Major
UNSW Australia 2009 — 2009
Finance and Business
West Chester East High School 2003 — 2007
High School Diploma
Timothy O'Keefe Timothy O'Keefe's Credit Suisse Experience October 2004 - June 2008
Job OD; Training & Education
Industry Human Resources
Experience
Federal Reserve Bank of New York August 2008 - Present
Credit Suisse October 2004 - June 2008
JP Morgan Chase 1997 - 2004
Education
Georgetown University
New York University
Masters, I/O Psychology
Federal Reserve Bank of New York August 2008 - Present
Credit Suisse October 2004 - June 2008
JP Morgan Chase 1997 - 2004
Education
Georgetown University
New York University
Masters, I/O Psychology
Maria del Carmen Aveledo Maria del Carmen Aveledo's Credit Suisse Experience June 2010 - August 2010
Job Operations Intern at DonorsChoose.org
Industry Financial Services
Experience
DonorsChoose.org June 2015 - August 2015
Impact Hub Network August 2013 - June 2014
Universidad Metropolitana - UNIMET August 2013 - June 2014
J.P. Morgan Asset Management July 2011 - July 2013
Hoya Kids Preschool September 2010 - May 2011
Credit Suisse June 2010 - August 2010
Skills
Valuation, Fixed Income, Bloomberg, Equities, Foreign Languages, Investments, Investment Banking, Management, Microsoft Office, Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Georgetown University 2007 — 2011
Undergraduate, Management
DonorsChoose.org June 2015 - August 2015
Impact Hub Network August 2013 - June 2014
Universidad Metropolitana - UNIMET August 2013 - June 2014
J.P. Morgan Asset Management July 2011 - July 2013
Hoya Kids Preschool September 2010 - May 2011
Credit Suisse June 2010 - August 2010
Skills
Valuation, Fixed Income, Bloomberg, Equities, Foreign Languages, Investments, Investment Banking, Management, Microsoft Office, Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Georgetown University 2007 — 2011
Undergraduate, Management
Kaitlyn Cheney Kaitlyn Cheney's Credit Suisse Experience June 2015 - August 2015
Job at
Industry Financial Services
Experience
Credit Suisse June 2015 - August 2015
Students of Georgetown, Inc. March 2014 - March 2015
The Ayco Company, L.P. May 2013 - August 2013
Schuyler Meadows Country Club 2010 - 2012
Strategic Solutions 2011 - 2011
Bluefins Swim Program 2009 - 2011
Skills
Community Service, Athletics, Microsoft Excel, Lifeguarding, QuickBooks, Evernote, Microsoft Office, Microsoft Word, Non-profit Volunteer, Time Management, Community Outreach, Spanish, Fundraising, Facebook, PowerPoint, Public Speaking
Education
Georgetown University 2012 — 2016
Finance, General
Shaker High School 2008 — 2012
Advanced Regents Diploma
Credit Suisse June 2015 - August 2015
Students of Georgetown, Inc. March 2014 - March 2015
The Ayco Company, L.P. May 2013 - August 2013
Schuyler Meadows Country Club 2010 - 2012
Strategic Solutions 2011 - 2011
Bluefins Swim Program 2009 - 2011
Skills
Community Service, Athletics, Microsoft Excel, Lifeguarding, QuickBooks, Evernote, Microsoft Office, Microsoft Word, Non-profit Volunteer, Time Management, Community Outreach, Spanish, Fundraising, Facebook, PowerPoint, Public Speaking
Education
Georgetown University 2012 — 2016
Finance, General
Shaker High School 2008 — 2012
Advanced Regents Diploma
Estrellita Salazar's Credit Suisse Experience May 2013 - May 2013
Job Alternative Investments Analyst at MetLife Investors
Industry Banking
Experience
MetLife May 2015 - Present
Morgan Stanley December 2014 - May 2015
Morgan Stanley June 2014 - August 2014
Office of the Comptroller of the Currency June 2013 - August 2014
Centennial Group Inc February 2013 - June 2013
Credit Suisse May 2013 - May 2013
Broydrick & Associates July 2012 - December 2012
Georgetown University Hospital March 2012 - June 2012
Skills
Financial Analysis, Bloomberg, Research, Quantitative, International Relations, Public Policy, Policy Analysis, Community Outreach, Public Speaking, Editing, Microsoft Office, Event Management, Spanish, Nonprofits, Data Analysis, Non-profits, Government, PowerPoint, Microsoft Excel
Education
Georgetown University 2010 — 2014
Bachelor of Arts (BA), Economics
MetLife May 2015 - Present
Morgan Stanley December 2014 - May 2015
Morgan Stanley June 2014 - August 2014
Office of the Comptroller of the Currency June 2013 - August 2014
Centennial Group Inc February 2013 - June 2013
Credit Suisse May 2013 - May 2013
Broydrick & Associates July 2012 - December 2012
Georgetown University Hospital March 2012 - June 2012
Skills
Financial Analysis, Bloomberg, Research, Quantitative, International Relations, Public Policy, Policy Analysis, Community Outreach, Public Speaking, Editing, Microsoft Office, Event Management, Spanish, Nonprofits, Data Analysis, Non-profits, Government, PowerPoint, Microsoft Excel
Education
Georgetown University 2010 — 2014
Bachelor of Arts (BA), Economics
Andrew Madorsky's Credit Suisse Experience June 2009 - August 2009
Job MBA Student at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Stanford Graduate School of Business August 2014 - Present
TPG Capital August 2012 - August 2014
Morgan Stanley June 2010 - July 2012
Credit Suisse June 2009 - August 2009
UBS Wealth Management 2008 - 2008
Skills
Valuation, Financial Modeling, Private Equity, LBO, Corporate Finance, Due Diligence
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Georgetown University - The McDonough School of Business 2006 — 2010
BsBA, Finance, Accounting, Mathematics
Stanford Graduate School of Business August 2014 - Present
TPG Capital August 2012 - August 2014
Morgan Stanley June 2010 - July 2012
Credit Suisse June 2009 - August 2009
UBS Wealth Management 2008 - 2008
Skills
Valuation, Financial Modeling, Private Equity, LBO, Corporate Finance, Due Diligence
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Georgetown University - The McDonough School of Business 2006 — 2010
BsBA, Finance, Accounting, Mathematics
Lauren Hardison Lauren Hardison's Credit Suisse Experience May 2013 - August 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
The University of Alabama Honors College August 2013 - April 2014
Forza Financial December 2010 - April 2014
Credit Suisse May 2013 - August 2013
Medestar May 2012 - July 2012
Red Point Funding Group May 2012 - July 2012
Resonate Networks June 2011 - July 2011
Skills
Microsoft Office, Financial Analysis, Wordpress, QuickBooks, Prezi, Public Speaking, Private Equity, Valuation, Finance, WordPress, Microsoft Excel, Research, Microsoft Word, PowerPoint, Event Planning
Education
University of Alabama 2010 — 2014
Bachelor of Science in Commerce & Business Administration, (Finance, Economics, Swahili)
Georgetown University 2011 — 2011
Political Science
Trinity Christian Academy 1998 — 2010
High School Diploma
Goldman Sachs July 2014 - Present
The University of Alabama Honors College August 2013 - April 2014
Forza Financial December 2010 - April 2014
Credit Suisse May 2013 - August 2013
Medestar May 2012 - July 2012
Red Point Funding Group May 2012 - July 2012
Resonate Networks June 2011 - July 2011
Skills
Microsoft Office, Financial Analysis, Wordpress, QuickBooks, Prezi, Public Speaking, Private Equity, Valuation, Finance, WordPress, Microsoft Excel, Research, Microsoft Word, PowerPoint, Event Planning
Education
University of Alabama 2010 — 2014
Bachelor of Science in Commerce & Business Administration, (Finance, Economics, Swahili)
Georgetown University 2011 — 2011
Political Science
Trinity Christian Academy 1998 — 2010
High School Diploma
Heather Gartin's Credit Suisse Experience June 2010 - August 2010
Job Associate at Catterton Partners
Industry Financial Services
Experience
Catterton Partners July 2013 - Present
Morgan Stanley August 2011 - July 2013
Students of Georgetown, Inc. August 2007 - May 2011
Credit Suisse June 2010 - August 2010
Skills
Investment Banking, Financial Analysis, Valuation, Bloomberg, Nonprofits, Financial Modeling, Corporate Finance, Marketing
Education
Georgetown University 2007 — 2011
BS, Accounting, Finance
Catterton Partners July 2013 - Present
Morgan Stanley August 2011 - July 2013
Students of Georgetown, Inc. August 2007 - May 2011
Credit Suisse June 2010 - August 2010
Skills
Investment Banking, Financial Analysis, Valuation, Bloomberg, Nonprofits, Financial Modeling, Corporate Finance, Marketing
Education
Georgetown University 2007 — 2011
BS, Accounting, Finance
Daniel Engel-Hall Daniel Engel-Hall's Credit Suisse Experience May 2012 - November 2013
Job
Industry Investment Management
Experience
Glenview Capital November 2013 - Present
Credit Suisse May 2012 - November 2013
Citi 2011 - 2012
Education
Georgetown University
BA, Economics and Government
University of chicago lab
Glenview Capital November 2013 - Present
Credit Suisse May 2012 - November 2013
Citi 2011 - 2012
Education
Georgetown University
BA, Economics and Government
University of chicago lab
Emily Kreps Emily Kreps's Credit Suisse Experience August 2014 - Present
Job Advisor and Social Entrepreneur
Industry Venture Capital & Private Equity
Experience
Credit Suisse August 2014 - Present
Greenbrae Advisory, LLC March 2011 - August 2014
GridPoint, Inc. September 2008 - June 2011
Goldman Sachs June 2000 - September 2008
Skills
Cleantech, Renewable Energy, Energy, Business Strategy, Mergers, Due Diligence, Strategic Planning, Venture Capital, Private Equity, Sustainability, Financial Analysis, Financial Modeling, Investment Banking, Strategy Development, Fundraising, Energy Efficiency, Corporate Finance, Equities, Investments, Mergers & Acquisitions, Corporate Social..., Strategy, Start-ups, Corporate Development, Program Management, Emerging Markets, Valuation, Business Development, Social Entrepreneurship, Entrepreneurship, Executive Management, Finance, Strategic Partnerships, Strategic Consulting, Angel Investing, International Business, Management Consulting, Business Planning, Investor Relations, Project Finance, Alternative Investments, Financial Structuring
Education
Georgetown University 1996 — 2000
Bachelor of Science (B.Sc.), School of Foreign Service
St. Ignatius College Prep
Waseda University
Credit Suisse August 2014 - Present
Greenbrae Advisory, LLC March 2011 - August 2014
GridPoint, Inc. September 2008 - June 2011
Goldman Sachs June 2000 - September 2008
Skills
Cleantech, Renewable Energy, Energy, Business Strategy, Mergers, Due Diligence, Strategic Planning, Venture Capital, Private Equity, Sustainability, Financial Analysis, Financial Modeling, Investment Banking, Strategy Development, Fundraising, Energy Efficiency, Corporate Finance, Equities, Investments, Mergers & Acquisitions, Corporate Social..., Strategy, Start-ups, Corporate Development, Program Management, Emerging Markets, Valuation, Business Development, Social Entrepreneurship, Entrepreneurship, Executive Management, Finance, Strategic Partnerships, Strategic Consulting, Angel Investing, International Business, Management Consulting, Business Planning, Investor Relations, Project Finance, Alternative Investments, Financial Structuring
Education
Georgetown University 1996 — 2000
Bachelor of Science (B.Sc.), School of Foreign Service
St. Ignatius College Prep
Waseda University
Dalton Shaughnessy's Credit Suisse Experience June 2012 - July 2015
Job Private Equity Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group July 2015 - Present
Credit Suisse June 2012 - July 2015
Credit Suisse June 2011 - August 2011
Skills
Valuation, Entrepreneurship, Bloomberg, Investment Banking, Financial Analysis, Microsoft Office, Financial Modeling, Corporate Finance, Venture Capital, PowerPoint, Investments, Finance, Research
Education
Georgetown University 2010 — 2012
Bachelor of Business Administration (BBA)
University of Wisconsin-Madison 2008 — 2010
BBA
The Carlyle Group July 2015 - Present
Credit Suisse June 2012 - July 2015
Credit Suisse June 2011 - August 2011
Skills
Valuation, Entrepreneurship, Bloomberg, Investment Banking, Financial Analysis, Microsoft Office, Financial Modeling, Corporate Finance, Venture Capital, PowerPoint, Investments, Finance, Research
Education
Georgetown University 2010 — 2012
Bachelor of Business Administration (BBA)
University of Wisconsin-Madison 2008 — 2010
BBA
Katie Cohen Katie Cohen's Credit Suisse Experience 2012 - June 2014
Job Associate at Plexus Capital, LLC
Industry Venture Capital & Private Equity
Experience
Plexus Capital, LLC September 2015 - Present
Thomas H. Lee Partners July 2014 - August 2015
Credit Suisse 2012 - June 2014
Georgetown University Alumni & Student Federal Credit Union March 2011 - March 2012
Credit Suisse 2011 - 2011
Skills
Investment Banking, Financial Modeling, Financial Analysis, Due Diligence, DCF, Microsoft Excel, PowerPoint, LBO, Valuation, Corporate Finance, Entrepreneurship, Mergers, Public Speaking, Management, Event Planning, Nonprofits
Education
Georgetown University 2008 — 2012
Economics
Greensboro Day School 1995 — 2008
Plexus Capital, LLC September 2015 - Present
Thomas H. Lee Partners July 2014 - August 2015
Credit Suisse 2012 - June 2014
Georgetown University Alumni & Student Federal Credit Union March 2011 - March 2012
Credit Suisse 2011 - 2011
Skills
Investment Banking, Financial Modeling, Financial Analysis, Due Diligence, DCF, Microsoft Excel, PowerPoint, LBO, Valuation, Corporate Finance, Entrepreneurship, Mergers, Public Speaking, Management, Event Planning, Nonprofits
Education
Georgetown University 2008 — 2012
Economics
Greensboro Day School 1995 — 2008
Kenny Laplante's Credit Suisse Experience July 2013 - Present
Job Associate at General Atlantic
Industry Financial Services
Experience
General Atlantic August 2015 - Present
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Revolution Prep May 2010 - September 2011
Skills
Financial Analysis, Valuation, Microsoft Office, Sales, Entrepreneurship, M&A execution, M&A Modeling
Education
Georgetown University 2009 — 2013
Bachelor of Science (B.S.), Finance, Government, Economics, 3.66/4.0
General Atlantic August 2015 - Present
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Revolution Prep May 2010 - September 2011
Skills
Financial Analysis, Valuation, Microsoft Office, Sales, Entrepreneurship, M&A execution, M&A Modeling
Education
Georgetown University 2009 — 2013
Bachelor of Science (B.S.), Finance, Government, Economics, 3.66/4.0
Daniel Lima's Credit Suisse Experience June 2011 - August 2011
Job Associate at Siris Capital Group
Industry Financial Services
Experience
Siris Capital Group 2015 - Present
Morgan Stanley 2012 - 2015
Credit Suisse June 2011 - August 2011
Credit Suisse June 2010 - August 2010
Skills
Fluent Portuguese, Proficient Spanish, Photoshop, Spanish, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Investment Banking, Capital Markets, Investments, Private Equity, Asset Management
Education
Georgetown University - The McDonough School of Business 2008 — 2012
BSBA, Finance and Marketing
Siris Capital Group 2015 - Present
Morgan Stanley 2012 - 2015
Credit Suisse June 2011 - August 2011
Credit Suisse June 2010 - August 2010
Skills
Fluent Portuguese, Proficient Spanish, Photoshop, Spanish, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Investment Banking, Capital Markets, Investments, Private Equity, Asset Management
Education
Georgetown University - The McDonough School of Business 2008 — 2012
BSBA, Finance and Marketing
Ana Paula Calvo's Credit Suisse Experience June 2012 - August 2012
Job Investment Banking Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2015 - Present
JPMorgan Chase 2013 - Present
Credit Suisse June 2012 - August 2012
Georgetown University Alumni & Student Federal Credit Union March 2011 - March 2012
Credit Suisse June 2011 - August 2011
Georgetown University Alumni & Student Federal Credit Union November 2010 - March 2011
Georgetown University Alumni & Student Federal Credit Union September 2009 - March 2011
Georgetown University Alumni & Student Federal Credit Union January 2010 - October 2010
Crediconfia SOFOM ENR June 2010 - August 2010
Credit Suisse June 2010 - June 2010
Skills
Microsoft Office, Microsoft Visual Basic, DCF, Investment Banking, Bloomberg Terminal, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance/Management
The American School Foundation 2006 — 2009
J.P. Morgan July 2015 - Present
JPMorgan Chase 2013 - Present
Credit Suisse June 2012 - August 2012
Georgetown University Alumni & Student Federal Credit Union March 2011 - March 2012
Credit Suisse June 2011 - August 2011
Georgetown University Alumni & Student Federal Credit Union November 2010 - March 2011
Georgetown University Alumni & Student Federal Credit Union September 2009 - March 2011
Georgetown University Alumni & Student Federal Credit Union January 2010 - October 2010
Crediconfia SOFOM ENR June 2010 - August 2010
Credit Suisse June 2010 - June 2010
Skills
Microsoft Office, Microsoft Visual Basic, DCF, Investment Banking, Bloomberg Terminal, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance/Management
The American School Foundation 2006 — 2009
Matt Spitzer Matt Spitzer's Credit Suisse Experience June 2010 - August 2010
Job Ph.D. Candidate at Stanford University School of Medicine
Industry Research
Experience
Stanford University School of Medicine 2011 - Present
Credit Suisse June 2010 - August 2010
Skills
Cell Culture, Immunology, Cell Biology, Molecular Biology, Cell, Molecular Cloning, Cancer Immunotherapy, Western Blotting, Life Sciences, Flow Cytometry, Biochemistry, PCR, Microsoft Office, Research, Data Analysis, Cancer
Education
Georgetown University 2008 — 2011
Bachelor's Degree, Biology, Economics
Stanford University School of Medicine
Ph.D., Immunology
Stanford University School of Medicine 2011 - Present
Credit Suisse June 2010 - August 2010
Skills
Cell Culture, Immunology, Cell Biology, Molecular Biology, Cell, Molecular Cloning, Cancer Immunotherapy, Western Blotting, Life Sciences, Flow Cytometry, Biochemistry, PCR, Microsoft Office, Research, Data Analysis, Cancer
Education
Georgetown University 2008 — 2011
Bachelor's Degree, Biology, Economics
Stanford University School of Medicine
Ph.D., Immunology
Michael Egziabher Michael Egziabher's Credit Suisse Experience July 2007 - July 2009
Job Tuck School of Business at Dartmouth College
Industry Financial Services
Experience
Goldman Sachs June 2014 - August 2014
The OIX February 2012 - June 2013
Morgan Stanley April 2011 - December 2011
Newbury Partners August 2009 - March 2011
Credit Suisse July 2007 - July 2009
Skills
Investment Banking, Private Equity, Financial Analysis, Business Analysis, Excel
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Georgetown University 2003 — 2007
B.S., Finance
Goldman Sachs June 2014 - August 2014
The OIX February 2012 - June 2013
Morgan Stanley April 2011 - December 2011
Newbury Partners August 2009 - March 2011
Credit Suisse July 2007 - July 2009
Skills
Investment Banking, Private Equity, Financial Analysis, Business Analysis, Excel
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Georgetown University 2003 — 2007
B.S., Finance
Stefanos Arethas Stefanos Arethas's Credit Suisse Experience January 2014 - Present
Job Commercial Real Estate Finance/CMBS
Industry Investment Banking
Experience
Credit Suisse January 2014 - Present
Moody's Investors Service 2011 - 2014
Georgetown University August 2011 - December 2011
George Washington University January 2011 - May 2011
BB&T 2005 - 2011
Erskine Bowles for US Senate 2004 - 2004
Skills
Real Estate, Real Estate Economics, Valuation, Structured Finance, CMBS, Asset Management, Credit Analysis, Financial Modeling, Due Diligence, Asset Managment, Portfolio Management, Financial Analysis, Loans, Investments, Commercial Real Estate, Capital Markets, Real Estate Financing, Credit, Underwriting, Credit Risk, Financial Structuring, Private Equity, Commercial Lending, Disposition
Education
Georgetown University 2008 — 2010
Masters, Real Estate
UNC Charlotte 2000 — 2004
Bachelor of Science, Economics
Credit Suisse January 2014 - Present
Moody's Investors Service 2011 - 2014
Georgetown University August 2011 - December 2011
George Washington University January 2011 - May 2011
BB&T 2005 - 2011
Erskine Bowles for US Senate 2004 - 2004
Skills
Real Estate, Real Estate Economics, Valuation, Structured Finance, CMBS, Asset Management, Credit Analysis, Financial Modeling, Due Diligence, Asset Managment, Portfolio Management, Financial Analysis, Loans, Investments, Commercial Real Estate, Capital Markets, Real Estate Financing, Credit, Underwriting, Credit Risk, Financial Structuring, Private Equity, Commercial Lending, Disposition
Education
Georgetown University 2008 — 2010
Masters, Real Estate
UNC Charlotte 2000 — 2004
Bachelor of Science, Economics
Alexandria Ciejka Alexandria Ciejka's Credit Suisse Experience July 2015 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
TD June 2013 - August 2013
Sterne, Kessler, Goldstein & Fox September 2012 - May 2013
Raymond James Financial Inc. May 2012 - July 2012
Skills
Investment Banking, Valuation, Credit Analysis, Commercial Banking, Microsoft Excel, Spanish-speaking, Dance, REIS, CoStar, SNL, Leadership, Microsoft Office, Spanish, Investments
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor’s Degree, Accounting and Finance
La Universidad Pontificia Comillas 2013 — 2013
Study Abroad
Suffield Academy 2007 — 2011
High School
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
TD June 2013 - August 2013
Sterne, Kessler, Goldstein & Fox September 2012 - May 2013
Raymond James Financial Inc. May 2012 - July 2012
Skills
Investment Banking, Valuation, Credit Analysis, Commercial Banking, Microsoft Excel, Spanish-speaking, Dance, REIS, CoStar, SNL, Leadership, Microsoft Office, Spanish, Investments
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor’s Degree, Accounting and Finance
La Universidad Pontificia Comillas 2013 — 2013
Study Abroad
Suffield Academy 2007 — 2011
High School
Zaynab Malik Zaynab Malik's Credit Suisse Experience June 2015 - Present
Job Summer Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Georgetown University Alumni & Student Federal Credit Union January 2013 - Present
Georgetown International Relations Association, Inc. September 2012 - Present
U.S. House of Representatives January 2014 - May 2014
The Newark Museum June 2013 - July 2013
Mosaic, Inc. June 2011 - June 2011
Pittsburgh Musical Theater 2009 - 2011
Skills
Research, Intermediate Arabic, Advanced French, Analytical Skills, Microsoft Office, Writing, Private Banking, Recruiting, Marketing, Microsoft Excel, Human Resources, Event Planning, Social Media, Leadership
Education
Georgetown University 2012 — 2016
Council on International Educational Exchange: Amman, Jordan 2014 — 2014
Semester Study Abroad, Arabic
Qasid Arabic Institute 2014 — 2014
Summer Intensive, Arabic
The Ellis School 2005 — 2012
High School
Credit Suisse June 2015 - Present
Georgetown University Alumni & Student Federal Credit Union January 2013 - Present
Georgetown International Relations Association, Inc. September 2012 - Present
U.S. House of Representatives January 2014 - May 2014
The Newark Museum June 2013 - July 2013
Mosaic, Inc. June 2011 - June 2011
Pittsburgh Musical Theater 2009 - 2011
Skills
Research, Intermediate Arabic, Advanced French, Analytical Skills, Microsoft Office, Writing, Private Banking, Recruiting, Marketing, Microsoft Excel, Human Resources, Event Planning, Social Media, Leadership
Education
Georgetown University 2012 — 2016
Council on International Educational Exchange: Amman, Jordan 2014 — 2014
Semester Study Abroad, Arabic
Qasid Arabic Institute 2014 — 2014
Summer Intensive, Arabic
The Ellis School 2005 — 2012
High School
Reilly Davis's Credit Suisse Experience June 2012 - May 2013
Job Cofounder at CampusKudos
Industry Internet
Experience
CampusKudos December 2014 - Present
Emjoyment March 2014 - December 2014
Google June 2013 - February 2014
Credit Suisse June 2012 - May 2013
Fortify Ventures March 2012 - May 2012
Buyback Brothers July 2009 - May 2012
Credit Suisse June 2011 - August 2011
CME Group June 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - August 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Microsoft Office, Valuation, VBA, Website Development, JavaScript, Investment Banking, Corporate Finance, French, Equities, PHP, Capital Markets, Bloomberg, Equity Research, Excel, Python, Django, PostgreSQL, Heroku, jQuery, Node.js, AngularJS, Public Speaking, Social Media, Entrepreneurship, Research, Management
Education
Georgetown University 2008 — 2011
Bachelor of Science (B.S.) - McDonough School of Business, Finance, Accounting, Economics
The Potomac School 1995 — 2008
CampusKudos December 2014 - Present
Emjoyment March 2014 - December 2014
Google June 2013 - February 2014
Credit Suisse June 2012 - May 2013
Fortify Ventures March 2012 - May 2012
Buyback Brothers July 2009 - May 2012
Credit Suisse June 2011 - August 2011
CME Group June 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - August 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Microsoft Office, Valuation, VBA, Website Development, JavaScript, Investment Banking, Corporate Finance, French, Equities, PHP, Capital Markets, Bloomberg, Equity Research, Excel, Python, Django, PostgreSQL, Heroku, jQuery, Node.js, AngularJS, Public Speaking, Social Media, Entrepreneurship, Research, Management
Education
Georgetown University 2008 — 2011
Bachelor of Science (B.S.) - McDonough School of Business, Finance, Accounting, Economics
The Potomac School 1995 — 2008
Robert Schmid Robert Schmid's Credit Suisse Experience 1983 - 1984
Job Senior Principal at Promontory Financial Group, LLC
Industry Financial Services
Experience
Promontory Financial Group, LLC March 2015 - Present
Promontory Financial Group, LLC July 2011 - Present
Fannie Mae February 2005 - February 2011
KPMG/BearingPoint August 1997 - February 2005
Financial Services Consultant November 1992 - July 1997
GE Capital Asset Management Corporation February 1991 - October 1992
Federal Deposit Insurance Corporation/Federal Home Loan Bank Board November 1984 - January 1991
Credit Suisse 1983 - 1984
U.S. Department of Labor 1980 - 1982
U.S. Senate Committee on Small Business & Entrepreneurship 1979 - 1980
Skills
Single-Family Loan..., Project Management, Government Contracting, Agency MBS, German, Swiss German, French, Proposal Writing, Real Estate Asset..., Multi-family, Supervisory Management, Regulatory Projects, Real Estate Asset..., Financial Workouts, Loan Guaranty Programs, Real Estate Due..., Trustee, Asset Management, Due Diligence, Financial Modeling, Foreclosures, Financial Risk, Enterprise Risk..., Credit Risk, Structured Finance, Mortgage Banking, Financial Analysis, Loss Mitigation, Loans, Portfolio Management, Loan Servicing, Mergers & Acquisitions, Real Estate Economics, Financial Structuring, Fixed Income, Business Process..., Market Risk, Capital Markets, Finance, Loan Origination, Banking, Credit Analysis, Emerging Markets, Executive Management, Derivatives, Mortgage Servicing, Corporate Finance, Risk Management, Valuation, Mortgage Lending
Education
Georgetown University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Promontory Financial Group, LLC March 2015 - Present
Promontory Financial Group, LLC July 2011 - Present
Fannie Mae February 2005 - February 2011
KPMG/BearingPoint August 1997 - February 2005
Financial Services Consultant November 1992 - July 1997
GE Capital Asset Management Corporation February 1991 - October 1992
Federal Deposit Insurance Corporation/Federal Home Loan Bank Board November 1984 - January 1991
Credit Suisse 1983 - 1984
U.S. Department of Labor 1980 - 1982
U.S. Senate Committee on Small Business & Entrepreneurship 1979 - 1980
Skills
Single-Family Loan..., Project Management, Government Contracting, Agency MBS, German, Swiss German, French, Proposal Writing, Real Estate Asset..., Multi-family, Supervisory Management, Regulatory Projects, Real Estate Asset..., Financial Workouts, Loan Guaranty Programs, Real Estate Due..., Trustee, Asset Management, Due Diligence, Financial Modeling, Foreclosures, Financial Risk, Enterprise Risk..., Credit Risk, Structured Finance, Mortgage Banking, Financial Analysis, Loss Mitigation, Loans, Portfolio Management, Loan Servicing, Mergers & Acquisitions, Real Estate Economics, Financial Structuring, Fixed Income, Business Process..., Market Risk, Capital Markets, Finance, Loan Origination, Banking, Credit Analysis, Emerging Markets, Executive Management, Derivatives, Mortgage Servicing, Corporate Finance, Risk Management, Valuation, Mortgage Lending
Education
Georgetown University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Hunter Dougherty Hunter Dougherty's Credit Suisse Experience July 2015 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
National Financial Partners May 2013 - September 2013
Bryce Harlow Foundation September 2012 - May 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Leaders Financial Company June 2011 - August 2011
Skills
Public Speaking, Financial Analysis, Economics, International Relations, Spanish, Industry Research, Social Media, Event Planning, Wordpress, InDesign, Copy Editing, Adobe, Microsoft Office
Education
Georgetown University 2011 — 2015
Bachelors of Science in Foreign Service, International Economics, 3.86
London School of Economics and Political Science 2013 — 2014
General Course
Delbarton School 2005 — 2011
New Jersey Scholars Program 2010 — 2010
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
National Financial Partners May 2013 - September 2013
Bryce Harlow Foundation September 2012 - May 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Leaders Financial Company June 2011 - August 2011
Skills
Public Speaking, Financial Analysis, Economics, International Relations, Spanish, Industry Research, Social Media, Event Planning, Wordpress, InDesign, Copy Editing, Adobe, Microsoft Office
Education
Georgetown University 2011 — 2015
Bachelors of Science in Foreign Service, International Economics, 3.86
London School of Economics and Political Science 2013 — 2014
General Course
Delbarton School 2005 — 2011
New Jersey Scholars Program 2010 — 2010
Robert Betz Robert Betz's Credit Suisse Experience July 2013 - March 2015
Job Manager, Global Strategy | National Basketball Association (NBA)
Industry Sports
Experience
National Basketball Association (NBA) March 2015 - Present
Credit Suisse July 2013 - March 2015
Georgetown University Alumni & Student Federal Credit Union January 2010 - March 2013
Credit Suisse June 2012 - August 2012
IAC June 2011 - August 2011
Education
Georgetown University 2009 — 2013
Bachelor of Science (BS) in Business Administration, Finance Major Economics Minor
Regis High School 2005 — 2009
National Basketball Association (NBA) March 2015 - Present
Credit Suisse July 2013 - March 2015
Georgetown University Alumni & Student Federal Credit Union January 2010 - March 2013
Credit Suisse June 2012 - August 2012
IAC June 2011 - August 2011
Education
Georgetown University 2009 — 2013
Bachelor of Science (BS) in Business Administration, Finance Major Economics Minor
Regis High School 2005 — 2009
James Eisenstein James Eisenstein's Credit Suisse Experience June 2015 - August 2015
Job Student at Georgetown University
Industry Financial Services
Experience
FairWinds Partners LLC January 2015 - Present
Credit Suisse June 2015 - August 2015
Balestra Capital, Ltd. May 2014 - June 2014
MESA Global May 2014 - June 2014
UBS Wealth Management May 2013 - August 2013
Bain Capital May 2013 - August 2013
The Charles River Center (formerly Charles River Arc June 2010 - August 2013
Education
Georgetown University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Wellesley Public High School 2008 — 2012
FairWinds Partners LLC January 2015 - Present
Credit Suisse June 2015 - August 2015
Balestra Capital, Ltd. May 2014 - June 2014
MESA Global May 2014 - June 2014
UBS Wealth Management May 2013 - August 2013
Bain Capital May 2013 - August 2013
The Charles River Center (formerly Charles River Arc June 2010 - August 2013
Education
Georgetown University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Wellesley Public High School 2008 — 2012
Christy Losier Christy Losier's Credit Suisse Experience June 2011 - June 2013
Job MBA Candidate at Harvard Business School
Industry Online Media
Experience
ESPN June 2013 - June 2015
Credit Suisse June 2011 - June 2013
Credit Suisse June 2010 - August 2010
Skills
Financial Modeling, Finance, Investment Banking, Financial Analysis, Valuation, Retail, Consumer Products, Strategy, Business Development
Education
Georgetown University 2007 — 2011
Bachelor of Science (BS), McDonough School of Business
Gwynedd Mercy Academy High School 2003 — 2007
Harvard Business School 2015 — 2017
MBA Candidate
ESPN June 2013 - June 2015
Credit Suisse June 2011 - June 2013
Credit Suisse June 2010 - August 2010
Skills
Financial Modeling, Finance, Investment Banking, Financial Analysis, Valuation, Retail, Consumer Products, Strategy, Business Development
Education
Georgetown University 2007 — 2011
Bachelor of Science (BS), McDonough School of Business
Gwynedd Mercy Academy High School 2003 — 2007
Harvard Business School 2015 — 2017
MBA Candidate
Melanie Berliet Melanie Berliet's Credit Suisse Experience July 2003 - June 2006
Job Journalist and Producer
Industry Writing and Editing
Experience
Surviving In Spirit: A Memoir about Sisterhood and Addiction May 2013 - Present
Journalist July 2007 - Present
Citysearch (Interactive Corp.) May 2008 - April 2010
Reveille 2010 - 2010
Credit Suisse July 2003 - June 2006
Skills
Writing, Producing, Creative Consulting, Screenwriting, Editing, TV production, TV development, Journalism, Online Research, Online Journalism, Marriage Officiant, Video Production, Television, Post Production, SEO, Film, Entertainment, New Media, Comedy, Editorial, Storytelling, Social Media
Education
Georgetown University 1999 — 2003
Bachelor of Arts, Political Economy
New Canaan High School 1995 — 1999
Surviving In Spirit: A Memoir about Sisterhood and Addiction May 2013 - Present
Journalist July 2007 - Present
Citysearch (Interactive Corp.) May 2008 - April 2010
Reveille 2010 - 2010
Credit Suisse July 2003 - June 2006
Skills
Writing, Producing, Creative Consulting, Screenwriting, Editing, TV production, TV development, Journalism, Online Research, Online Journalism, Marriage Officiant, Video Production, Television, Post Production, SEO, Film, Entertainment, New Media, Comedy, Editorial, Storytelling, Social Media
Education
Georgetown University 1999 — 2003
Bachelor of Arts, Political Economy
New Canaan High School 1995 — 1999
Hannah Kang's Credit Suisse Experience July 2013 - Present
Job Business Analyst / Project Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
Credit Suisse October 2012 - July 2013
Van Vliet New York - Van Vliet Flower Group June 2012 - September 2012
City Bar Justice Center - New York City Bar Association June 2010 - August 2010
New York City Office of Assemblywoman Grace Meng, District 22 June 2009 - August 2009
Skills
International Relations, Editing, Politics, Foreign Policy, Litigation, Public Policy, Policy, Policy Analysis, Research, International..., Economics, Management, Entrepreneurship, Social Media
Education
Georgetown University 2008 — 2012
Bachelor of Science in Foreign Service (BSFS), Culture and Politics; Asian Studies Certificate/Minor
School of Oriental and African Studies, U. of London 2011 — 2011
Townsend Harris High School 2004 — 2008
Credit Suisse July 2013 - Present
Credit Suisse October 2012 - July 2013
Van Vliet New York - Van Vliet Flower Group June 2012 - September 2012
City Bar Justice Center - New York City Bar Association June 2010 - August 2010
New York City Office of Assemblywoman Grace Meng, District 22 June 2009 - August 2009
Skills
International Relations, Editing, Politics, Foreign Policy, Litigation, Public Policy, Policy, Policy Analysis, Research, International..., Economics, Management, Entrepreneurship, Social Media
Education
Georgetown University 2008 — 2012
Bachelor of Science in Foreign Service (BSFS), Culture and Politics; Asian Studies Certificate/Minor
School of Oriental and African Studies, U. of London 2011 — 2011
Townsend Harris High School 2004 — 2008
Michael Kober Michael Kober's Credit Suisse Experience July 2011 - June 2013
Job Private Equity Associate at Bain Capital
Industry Venture Capital & Private Equity
Experience
Bain Capital August 2013 - Present
Credit Suisse July 2011 - June 2013
PwC June 2010 - August 2010
Education
Georgetown University 2007 — 2011
BSBA, Finance and Accounting, Summa Cum Laude
Bain Capital August 2013 - Present
Credit Suisse July 2011 - June 2013
PwC June 2010 - August 2010
Education
Georgetown University 2007 — 2011
BSBA, Finance and Accounting, Summa Cum Laude
Andre Moore Andre Moore's Credit Suisse Experience 2002 - 2007
Job Experienced Finance & Strategy Professional
Industry Investment Management
Experience
Bonsack Business Strategies May 2008 - Present
The RLJ Companies February 2007 - May 2008
Credit Suisse 2002 - 2007
Pepsi Bottling Ventures March 2000 - August 2000
Wachovia, A Wells Fargo Company August 1997 - March 2000
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, Finance
South Carolina State University 1995 — 1997
MS, Agribusiness
South Carolina State University 1990 — 1995
BS, Agribusiness
Bonsack Business Strategies May 2008 - Present
The RLJ Companies February 2007 - May 2008
Credit Suisse 2002 - 2007
Pepsi Bottling Ventures March 2000 - August 2000
Wachovia, A Wells Fargo Company August 1997 - March 2000
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, Finance
South Carolina State University 1995 — 1997
MS, Agribusiness
South Carolina State University 1990 — 1995
BS, Agribusiness
Brett Kornblatt Brett Kornblatt's Credit Suisse Experience May 2011 - Present
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2011 - Present
Mesirow Financial June 2010 - May 2011
Next Chapter Holdings, L.P. May 2009 - September 2009
McGladrey & Pullen, LLP January 2007 - June 2008
McGladrey & Pullen September 2005 - December 2006
Self Employed September 2004 - August 2005
U1st Sports September 2004 - August 2005
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Accounting and International Business
Credit Suisse May 2011 - Present
Mesirow Financial June 2010 - May 2011
Next Chapter Holdings, L.P. May 2009 - September 2009
McGladrey & Pullen, LLP January 2007 - June 2008
McGladrey & Pullen September 2005 - December 2006
Self Employed September 2004 - August 2005
U1st Sports September 2004 - August 2005
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Accounting and International Business
Jenny Swayne Jenny Swayne's Credit Suisse Experience October 2004 - January 2012
Job Business Development, Auction.com Commercial at Auction.com
Industry Real Estate
Experience
Auction.com May 2012 - Present
Ranieri Real Estate Partners December 2011 - May 2012
Credit Suisse October 2004 - January 2012
Education
Georgetown University 1999 — 2003
Finance & Spanish
Auction.com May 2012 - Present
Ranieri Real Estate Partners December 2011 - May 2012
Credit Suisse October 2004 - January 2012
Education
Georgetown University 1999 — 2003
Finance & Spanish
Steve Ervin Steve Ervin's Credit Suisse Experience December 2005 - December 2009
Job Senior Vice President at Berkadia Commercial Mortgage LLC
Industry Banking
Experience
Berkadia Commercial Mortgage LLC August 2011 - Present
Walker & Dunlop February 2009 - July 2011
Credit Suisse/Column December 2005 - December 2009
Credit Suisse December 2005 - December 2009
Love Funding March 2003 - December 2005
Ervin & Associates 1990 - 1997
Ervin & Associates 1990 - 1997
Skills
Loan Origination, FHA, Due Diligence, Loan Servicing, Real Estate Development, Underwriting, Loans, Commercial Mortgages, Healthcare, Mortgage Lending, Real Estate, Finance, Valuation, Private Equity, Credit, Financial Modeling, Mergers & Acquisitions, Management, Disposition, Real Estate Economics, Retirement Homes, Real Estate Financing, Investments, HUD, Financial Structuring, Asset Management, CMBS, Brokerage, Commercial Real Estate, Structured Finance, Commercial Lending, Portfolio Management, Mezzanine
Education
Georgetown University 1985 — 1989
BSBA, Accounting
Berkadia Commercial Mortgage LLC August 2011 - Present
Walker & Dunlop February 2009 - July 2011
Credit Suisse/Column December 2005 - December 2009
Credit Suisse December 2005 - December 2009
Love Funding March 2003 - December 2005
Ervin & Associates 1990 - 1997
Ervin & Associates 1990 - 1997
Skills
Loan Origination, FHA, Due Diligence, Loan Servicing, Real Estate Development, Underwriting, Loans, Commercial Mortgages, Healthcare, Mortgage Lending, Real Estate, Finance, Valuation, Private Equity, Credit, Financial Modeling, Mergers & Acquisitions, Management, Disposition, Real Estate Economics, Retirement Homes, Real Estate Financing, Investments, HUD, Financial Structuring, Asset Management, CMBS, Brokerage, Commercial Real Estate, Structured Finance, Commercial Lending, Portfolio Management, Mezzanine
Education
Georgetown University 1985 — 1989
BSBA, Accounting
Craig Melcher Craig Melcher's Credit Suisse Experience July 2013 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2013 - Present
Milestone Advisors September 2011 - December 2012
Hilltop MicroFinance Initiative, Inc September 2010 - December 2012
Credit Suisse June 2012 - August 2012
Volksbank Trier, eG June 2011 - July 2011
Skills
Quickbooks, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BSBA, Accounting, Finance, German
Delbarton School
Diploma
Credit Suisse July 2013 - Present
Milestone Advisors September 2011 - December 2012
Hilltop MicroFinance Initiative, Inc September 2010 - December 2012
Credit Suisse June 2012 - August 2012
Volksbank Trier, eG June 2011 - July 2011
Skills
Quickbooks, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BSBA, Accounting, Finance, German
Delbarton School
Diploma
Andre Moore Andre Moore's Credit Suisse Experience August 2002 - February 2007
Job Senior Director of Financial Planning & Analysis at K12
Industry Financial Services
Experience
K12 October 2011 - Present
Bonsack Business Strategies May 2008 - April 2012
The RLJ Companies February 2007 - May 2008
Credit Suisse August 2002 - February 2007
Pepsi Bottling Ventures March 2000 - August 2000
First Union National Bank August 1997 - March 2000
Skills
Mergers & Acquisitions, Financial Analysis, Financial Modeling, Due Diligence, Finance, Mergers, Strategy, Business Strategy, Valuation
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, Finance
South Carolina State University 1995 — 1997
MS, Agribusiness
South Carolina State University 1990 — 1995
BS, Agribusiness
Oxon Hill
K12 October 2011 - Present
Bonsack Business Strategies May 2008 - April 2012
The RLJ Companies February 2007 - May 2008
Credit Suisse August 2002 - February 2007
Pepsi Bottling Ventures March 2000 - August 2000
First Union National Bank August 1997 - March 2000
Skills
Mergers & Acquisitions, Financial Analysis, Financial Modeling, Due Diligence, Finance, Mergers, Strategy, Business Strategy, Valuation
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, Finance
South Carolina State University 1995 — 1997
MS, Agribusiness
South Carolina State University 1990 — 1995
BS, Agribusiness
Oxon Hill
Claudio Antonini's Credit Suisse Experience November 2008 - April 2009
Job Manager Transaction Advisory Services M&A Technology at Ernst & Young
Industry Financial Services
Experience
Ernst & Young December 2013 - Present
UBS June 2011 - December 2013
Citigroup Private Bank - Insys Consulting June 2009 - June 2011
Credit Suisse November 2008 - April 2009
Geller & Co CPA June 2006 - September 2008
Proskauer Rose LLP April 2005 - May 2006
Skills
Microsoft Excel, Crystal Reports, SQL, Microsoft Office, Access, UAT coordination, Project Management, Financial Modeling, Financial Reporting, Financial Accounting, Essbase, Six Sigma, Lean Management, Change Management, Agile Project Management, Executive Support, CIO Advisory Services, CFOs, SharePoint, Process Engineering, Process Improvement, US GAAP, IFRS, Forecasting, Budgets, Problem Solving, MS Excel Pivot Tables, Relationship Management, Program Coordination, Databases, Modeling, Internal Controls, Process Control, Strategic Thinking, Hyperion Enterprise, Variance Analysis, PowerPoint, Managing Offshore Teams, Automation, Streamlining Operations, Consolidation, Infrastructure, Communication, Internal Audit, Training, Performance Management, Benchmarking, Accruals, Management
Education
Georgetown University
Masters in Technology Management
Harvard University 2010 — 2010
Graduate, Financial Accounting
University of South Africa 1999 — 2002
Bachelor’s degree, Financial Risk Management
University of South Africa 1999 — 2002
Graduate Honors degree, Business Management
Ernst & Young December 2013 - Present
UBS June 2011 - December 2013
Citigroup Private Bank - Insys Consulting June 2009 - June 2011
Credit Suisse November 2008 - April 2009
Geller & Co CPA June 2006 - September 2008
Proskauer Rose LLP April 2005 - May 2006
Skills
Microsoft Excel, Crystal Reports, SQL, Microsoft Office, Access, UAT coordination, Project Management, Financial Modeling, Financial Reporting, Financial Accounting, Essbase, Six Sigma, Lean Management, Change Management, Agile Project Management, Executive Support, CIO Advisory Services, CFOs, SharePoint, Process Engineering, Process Improvement, US GAAP, IFRS, Forecasting, Budgets, Problem Solving, MS Excel Pivot Tables, Relationship Management, Program Coordination, Databases, Modeling, Internal Controls, Process Control, Strategic Thinking, Hyperion Enterprise, Variance Analysis, PowerPoint, Managing Offshore Teams, Automation, Streamlining Operations, Consolidation, Infrastructure, Communication, Internal Audit, Training, Performance Management, Benchmarking, Accruals, Management
Education
Georgetown University
Masters in Technology Management
Harvard University 2010 — 2010
Graduate, Financial Accounting
University of South Africa 1999 — 2002
Bachelor’s degree, Financial Risk Management
University of South Africa 1999 — 2002
Graduate Honors degree, Business Management
Thomas C. Byrnes's Credit Suisse Experience January 2008 - September 2012
Job Associate Portfolio Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments September 2012 - Present
Credit Suisse January 2008 - September 2012
Credit Suisse July 2007 - January 2008
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Bloomberg, Fixed Income, Portfolio Management
Education
Georgetown University 2003 — 2007
BS, Finance; Management in New and Small Business
Russell Investments September 2012 - Present
Credit Suisse January 2008 - September 2012
Credit Suisse July 2007 - January 2008
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Bloomberg, Fixed Income, Portfolio Management
Education
Georgetown University 2003 — 2007
BS, Finance; Management in New and Small Business
Pamela Holland's Credit Suisse Experience 1987 - 1995
Job Consultant at Rothschild and Financial Services Consultant
Industry Financial Services
Experience
Rothschild May 2006 - Present
Morgan Stanley Corp 1999 - 2001
Credit Suisse 1987 - 1995
Credit Suisse First Boston 1985 - 1992
Education
Georgetown University 1976 — 1980
Rothschild May 2006 - Present
Morgan Stanley Corp 1999 - 2001
Credit Suisse 1987 - 1995
Credit Suisse First Boston 1985 - 1992
Education
Georgetown University 1976 — 1980
Garnett, Reynolds's Credit Suisse Experience June 2006 - Present
Job Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2006 - Present
Education
Georgetown University 2002 — 2006
Credit Suisse June 2006 - Present
Education
Georgetown University 2002 — 2006
Tom Shumaker's Credit Suisse Experience July 2008 - June 2009
Job Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2009 - Present
Credit Suisse July 2008 - June 2009
Salomon Smith Barney 2000 - 2000
Education
The University of Chicago Booth School of Business 2006 — 2008
Georgetown University 1995 — 1999
BSFS
U of D Jesuit
BMO Capital Markets August 2009 - Present
Credit Suisse July 2008 - June 2009
Salomon Smith Barney 2000 - 2000
Education
The University of Chicago Booth School of Business 2006 — 2008
Georgetown University 1995 — 1999
BSFS
U of D Jesuit
Jon Gegenheimer's Credit Suisse Experience 2003 - Present
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse 2003 - Present
Education
Georgetown University 1999 — 2003
Jhs
Credit Suisse 2003 - Present
Education
Georgetown University 1999 — 2003
Jhs
Tim Piechowski, CFA's Credit Suisse Experience June 2006 - August 2006
Job Portfolio Manager at Alpine Investment Management
Industry Financial Services
Experience
Alpine Investment Management March 2010 - Present
Brandes Investment Partners July 2007 - August 2009
Credit Suisse June 2006 - August 2006
Allied Irish Banks, PLC June 2005 - August 2005
The Griswold Company July 2004 - August 2004
Skills
Equity Research, Investments, Equities, Valuation, Portfolio Management, Value Investing, Emerging Markets, Equity Valuation, Alternative Investments, Bloomberg
Education
Saint Louis University School of Law 2009 — 2012
J.D.
Georgetown University 2003 — 2007
B.S.B.A., Finance/Accounting
Alpine Investment Management March 2010 - Present
Brandes Investment Partners July 2007 - August 2009
Credit Suisse June 2006 - August 2006
Allied Irish Banks, PLC June 2005 - August 2005
The Griswold Company July 2004 - August 2004
Skills
Equity Research, Investments, Equities, Valuation, Portfolio Management, Value Investing, Emerging Markets, Equity Valuation, Alternative Investments, Bloomberg
Education
Saint Louis University School of Law 2009 — 2012
J.D.
Georgetown University 2003 — 2007
B.S.B.A., Finance/Accounting
Joseph Suriani's Credit Suisse Experience August 2012 - Present
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2012 - Present
Leerink Swann January 2012 - August 2012
Leerink Swann August 2009 - January 2012
Merrill Lynch 2008 - 2009
Merrill Lynch 2007 - 2008
HSBC Bank plc 2005 - 2007
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, LBO, Corporate Finance, Due Diligence, Financial Analysis, DCF
Education
Georgetown University 2001 — 2005
Bachelor of Science (BS), Accounting and Finance
Long Beach High School 1997 — 2001
Credit Suisse August 2012 - Present
Leerink Swann January 2012 - August 2012
Leerink Swann August 2009 - January 2012
Merrill Lynch 2008 - 2009
Merrill Lynch 2007 - 2008
HSBC Bank plc 2005 - 2007
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, LBO, Corporate Finance, Due Diligence, Financial Analysis, DCF
Education
Georgetown University 2001 — 2005
Bachelor of Science (BS), Accounting and Finance
Long Beach High School 1997 — 2001
Igor DaCosta's Credit Suisse Experience August 2001 - December 2013
Job Managing Director at Portfolio Advisors
Industry Investment Management
Experience
Portfolio Advisors December 2013 - Present
Credit Suisse August 2001 - December 2013
DLJ July 1997 - 2001
Bankers Trust 1993 - 1995
Skills
Investments, Business Development, Investment Banking, High Yield, Business Strategy, Capital Markets, Corporate Finance, Hedge Funds, Mutual Funds, Private Equity, Valuation
Education
Harvard Business School 1996 — 1998
Georgetown University 1989 — 1993
BSBA
Georgetown University - The McDonough School of Business 1989 — 1993
BSBA
St. Julian's 1974 — 1988
Portfolio Advisors December 2013 - Present
Credit Suisse August 2001 - December 2013
DLJ July 1997 - 2001
Bankers Trust 1993 - 1995
Skills
Investments, Business Development, Investment Banking, High Yield, Business Strategy, Capital Markets, Corporate Finance, Hedge Funds, Mutual Funds, Private Equity, Valuation
Education
Harvard Business School 1996 — 1998
Georgetown University 1989 — 1993
BSBA
Georgetown University - The McDonough School of Business 1989 — 1993
BSBA
St. Julian's 1974 — 1988
Melissa Evantash's Credit Suisse Experience August 2007 - January 2009
Job Recruiting Manager
Industry Financial Services
Experience
Guidepoint Global October 2011 - Present
Morgan Stanley April 2010 - April 2011
Not for Profit Org March 2009 - April 2010
Credit Suisse August 2007 - January 2009
Tullet Prebon January 2007 - July 2007
Deutsche Bank June 2006 - January 2007
Melissa Evantash Special Events January 2003 - June 2006
VH1 August 1999 - December 2001
Democratic National Committee June 1995 - August 1999
Skills
Recruiting, Interviews, Human Resources, Sourcing, Management, Market Research, Event Planning, Event Management, Training, PowerPoint, Talent Acquisition, Hiring, Talent Management, College Recruiting, French, Recruitment/Retention, Advanced French..., Microsoft Excel, International...
Education
Georgetown University
B.A., M.A., History and Government, 3.69 Overall, 3.8 Major Field
Lower Merion High School
Guidepoint Global October 2011 - Present
Morgan Stanley April 2010 - April 2011
Not for Profit Org March 2009 - April 2010
Credit Suisse August 2007 - January 2009
Tullet Prebon January 2007 - July 2007
Deutsche Bank June 2006 - January 2007
Melissa Evantash Special Events January 2003 - June 2006
VH1 August 1999 - December 2001
Democratic National Committee June 1995 - August 1999
Skills
Recruiting, Interviews, Human Resources, Sourcing, Management, Market Research, Event Planning, Event Management, Training, PowerPoint, Talent Acquisition, Hiring, Talent Management, College Recruiting, French, Recruitment/Retention, Advanced French..., Microsoft Excel, International...
Education
Georgetown University
B.A., M.A., History and Government, 3.69 Overall, 3.8 Major Field
Lower Merion High School
Lauren A. Scarantino's Credit Suisse Experience May 2004 - August 2004
Job Counsel at Thompson & Knight LLP
Industry Real Estate
Experience
Thompson & Knight LLP September 2015 - Present
Venable LLP August 2012 - September 2015
Sidley Austin LLP September 2007 - July 2012
Credit Suisse May 2004 - August 2004
Education
Maurice A. Deane School of Law at Hofstra University 2004 — 2007
Law
Georgetown University 1998 — 2002
BA, Psychology, Pre-Med
Garden City High Scool 1994 — 1998
Thompson & Knight LLP September 2015 - Present
Venable LLP August 2012 - September 2015
Sidley Austin LLP September 2007 - July 2012
Credit Suisse May 2004 - August 2004
Education
Maurice A. Deane School of Law at Hofstra University 2004 — 2007
Law
Georgetown University 1998 — 2002
BA, Psychology, Pre-Med
Garden City High Scool 1994 — 1998
Susan A. Meisel's Credit Suisse Experience April 2006 - July 2008
Job Senior Vice President, Corporate Deputy General Counsel, Sony Music Entertainment
Industry Entertainment
Experience
Sony Music Entertainment December 2008 - Present
Credit Suisse April 2006 - July 2008
Village Voice Media November 2002 - April 2006
Institute of International Education 1998 - 2002
Viacom 1993 - 1996
Sony 1992 - 1993
Simpson Thacher & Bartlett LLP 1986 - 1992
Education
Georgetown University 1983 — 1986
B.A., Comparative Government
Georgetown University Law Center 1983 — 1986
JD
Jonathan Dayton Regional High School
University of North Carolina at Chapel Hill
B.A., Political Science
Sony Music Entertainment December 2008 - Present
Credit Suisse April 2006 - July 2008
Village Voice Media November 2002 - April 2006
Institute of International Education 1998 - 2002
Viacom 1993 - 1996
Sony 1992 - 1993
Simpson Thacher & Bartlett LLP 1986 - 1992
Education
Georgetown University 1983 — 1986
B.A., Comparative Government
Georgetown University Law Center 1983 — 1986
JD
Jonathan Dayton Regional High School
University of North Carolina at Chapel Hill
B.A., Political Science
Courtney O'Neill's Credit Suisse Experience June 2006 - August 2006
Job Manager Business Consulting at Sapient Global Markets
Industry Information Technology and Services
Experience
Sapient Global Markets January 2015 - Present
Sapient Global Markets January 2014 - January 2015
Triple Point Technology September 2011 - December 2013
Wachovia, A Wells Fargo Company June 2009 - October 2011
Strategic Staffing Solutions 2007 - 2009
Credit Suisse June 2006 - August 2006
Overseas Private Investment Corporation January 2006 - May 2006
Skills
Visio, Equities, Microsoft Excel, Commodity Markets, Commodity Risk..., Natural Gas Trading, Natural Gas, Microsoft Word, PowerPoint, Trading Systems, Credit Risk, Software Implementation, Bloomberg, Trading, Vendor Management, SDLC, Business Analysis, Financial Risk, Business Process
Education
Georgetown University - Edmund A. Walsh School of Foreign Service 2003 — 2007
Bachelor of Science, Science, Technology and International Affairs
Sapient Global Markets January 2015 - Present
Sapient Global Markets January 2014 - January 2015
Triple Point Technology September 2011 - December 2013
Wachovia, A Wells Fargo Company June 2009 - October 2011
Strategic Staffing Solutions 2007 - 2009
Credit Suisse June 2006 - August 2006
Overseas Private Investment Corporation January 2006 - May 2006
Skills
Visio, Equities, Microsoft Excel, Commodity Markets, Commodity Risk..., Natural Gas Trading, Natural Gas, Microsoft Word, PowerPoint, Trading Systems, Credit Risk, Software Implementation, Bloomberg, Trading, Vendor Management, SDLC, Business Analysis, Financial Risk, Business Process
Education
Georgetown University - Edmund A. Walsh School of Foreign Service 2003 — 2007
Bachelor of Science, Science, Technology and International Affairs
Nyson Jafari's Credit Suisse Experience November 2007 - Present
Job Global Head of Valuations for Private Banking Wealth Mngmt.
Industry Financial Services
Experience
Credit Suisse November 2007 - Present
Deloitte 2001 - 2007
Skills
Valuation, Private Equity, Mergers & Acquisitions, Emerging Markets, Venture Capital, Strategy, Strategic Planning, Mergers, Management Consulting, Financial Modeling, Alternative Investments, Structured Products, Asset Management, Derivatives, Portfolio Management, Competitive Analysis, Investment Banking, Finance, Risk Management, Business Valuation, Business Process..., Six Sigma, Policy Writing, Product Design, Product Development, Financial Analysis, Strategic Consulting, Fixed Income, Benchmarking
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance & Operations
Georgetown University School of Medicine 1998 — 1999
MS, Health Sciences (Anatomy & Physiology)
University of Virginia 1993 — 1997
BS, Physics & Chemistry
Credit Suisse November 2007 - Present
Deloitte 2001 - 2007
Skills
Valuation, Private Equity, Mergers & Acquisitions, Emerging Markets, Venture Capital, Strategy, Strategic Planning, Mergers, Management Consulting, Financial Modeling, Alternative Investments, Structured Products, Asset Management, Derivatives, Portfolio Management, Competitive Analysis, Investment Banking, Finance, Risk Management, Business Valuation, Business Process..., Six Sigma, Policy Writing, Product Design, Product Development, Financial Analysis, Strategic Consulting, Fixed Income, Benchmarking
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance & Operations
Georgetown University School of Medicine 1998 — 1999
MS, Health Sciences (Anatomy & Physiology)
University of Virginia 1993 — 1997
BS, Physics & Chemistry
Cynthia Harlow's Credit Suisse Experience 1994 - 1997
Job Managing Director, Analyst at Imperial Capital
Industry Financial Services
Experience
Imperial Capital March 2011 - Present
CF Global Trading April 2010 - March 2011
Citi Investment Research 2005 - February 2010
Citigroup February 2004 - May 2005
Criterion Research Group 2003 - 2004
Lehman Brothers 1997 - 2003
Credit Suisse 1994 - 1997
Thomson BankWatch 1989 - 1994
Skills
Fixed Income
Education
Georgetown University
BS, Mandarin Chinese; Asian Foreign Policy
Imperial Capital March 2011 - Present
CF Global Trading April 2010 - March 2011
Citi Investment Research 2005 - February 2010
Citigroup February 2004 - May 2005
Criterion Research Group 2003 - 2004
Lehman Brothers 1997 - 2003
Credit Suisse 1994 - 1997
Thomson BankWatch 1989 - 1994
Skills
Fixed Income
Education
Georgetown University
BS, Mandarin Chinese; Asian Foreign Policy
Travis Danysh's Credit Suisse Experience July 2012 - Present
Job Investment Banking Associate Financial Sponsors Group at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - August 2011
Monitor Group April 2007 - July 2010
Futron Corporation 2006 - 2007
Skills
Financial Modeling, Business Strategy, Management Consulting, Strategy, Valuation, Growth Strategies, Due Diligence, Competitive Analysis, Market Entry, Financial Analysis, Private Equity, Emerging Markets, Corporate Finance, Strategic Planning, Strategic Consulting, Corporate Development, Venture Capital, Data Analysis, Market Research, Finance, Investment Banking
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration, General Management
Georgetown University 2001 — 2005
Bachelor's degree, Engish
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - August 2011
Monitor Group April 2007 - July 2010
Futron Corporation 2006 - 2007
Skills
Financial Modeling, Business Strategy, Management Consulting, Strategy, Valuation, Growth Strategies, Due Diligence, Competitive Analysis, Market Entry, Financial Analysis, Private Equity, Emerging Markets, Corporate Finance, Strategic Planning, Strategic Consulting, Corporate Development, Venture Capital, Data Analysis, Market Research, Finance, Investment Banking
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration, General Management
Georgetown University 2001 — 2005
Bachelor's degree, Engish
Jaime Gloria's Credit Suisse Experience July 2010 - April 2011
Job Managing Consultant Berkeley Research Group LLC
Industry Management Consulting
Experience
Berkeley Research Group LLC January 2015 - Present
Berkeley Research Group LLC August 2013 - December 2014
Huron Consulting Group May 2011 - August 2013
Credit Suisse July 2010 - April 2011
Fort Worth Independent School District August 2009 - June 2010
Nurses Strengthening Our AIDS Response August 2008 - May 2009
Georgetown University 2005 - 2009
Credit Suisse May 2008 - August 2008
The Wellness Community - National August 2007 - May 2008
Georgetown University Sports Medicine August 2005 - May 2008
Skills
Healthcare, Data Analysis, Research, Process Improvement, Public Health
Education
Georgetown University 2005 — 2009
B.S., Health Care Management and Policy, as well as a background in Sociology
Eagle Pass High School
Berkeley Research Group LLC January 2015 - Present
Berkeley Research Group LLC August 2013 - December 2014
Huron Consulting Group May 2011 - August 2013
Credit Suisse July 2010 - April 2011
Fort Worth Independent School District August 2009 - June 2010
Nurses Strengthening Our AIDS Response August 2008 - May 2009
Georgetown University 2005 - 2009
Credit Suisse May 2008 - August 2008
The Wellness Community - National August 2007 - May 2008
Georgetown University Sports Medicine August 2005 - May 2008
Skills
Healthcare, Data Analysis, Research, Process Improvement, Public Health
Education
Georgetown University 2005 — 2009
B.S., Health Care Management and Policy, as well as a background in Sociology
Eagle Pass High School
Chris Diffley's Credit Suisse Experience July 2001 - February 2006
Job Managing Director at RockBridge Capital
Industry Investment Banking
Experience
RockBridge Capital March 2006 - Present
Credit Suisse First Boston 2001 - Present
Credit Suisse July 2001 - February 2006
KPMG August 1996 - August 1999
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
The Ohio State University Fisher College of Business 1991 — 1996
BSBA, Finance and Accounting
RockBridge Capital March 2006 - Present
Credit Suisse First Boston 2001 - Present
Credit Suisse July 2001 - February 2006
KPMG August 1996 - August 1999
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
The Ohio State University Fisher College of Business 1991 — 1996
BSBA, Finance and Accounting
Yusuf Iqbal's Credit Suisse Experience July 2004 - June 2010
Job Managing Director at Element Capital
Industry Financial Services
Experience
Element Capital Managment March 2010 - Present
Credit Suisse July 2004 - June 2010
Skills
FX, Structuring, Hedge Funds, Bloomberg, Excel
Education
Georgetown University 2000 — 2004
Bachelor of Science (BS), International Economics
Element Capital Managment March 2010 - Present
Credit Suisse July 2004 - June 2010
Skills
FX, Structuring, Hedge Funds, Bloomberg, Excel
Education
Georgetown University 2000 — 2004
Bachelor of Science (BS), International Economics
Margaret Dellafera's Credit Suisse Experience Vice PresidentDonaldson, Lufkin & JenretteJanuary 1996 - December 2000
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse Vice PresidentDonaldson, Lufkin & JenretteJanuary 1996 - December 2000
Bankers Trust September 1992 - January 1996
Education
Georgetown University
BS, Foreign Service
Credit Suisse Vice PresidentDonaldson, Lufkin & JenretteJanuary 1996 - December 2000
Bankers Trust September 1992 - January 1996
Education
Georgetown University
BS, Foreign Service
Vicente Velez's Credit Suisse Experience October 2010 - November 2012
Job Senior Associate at Columbia Capital
Industry Venture Capital & Private Equity
Experience
Columbia Capital September 2013 - Present
Cloud Sherpas November 2012 - September 2013
Credit Suisse October 2010 - November 2012
Barclays Capital July 2008 - October 2010
Skills
Strategy, Corporate Finance, Mergers & Acquisitions, Bloomberg, Financial Modeling, Valuation, Spanish, Investment Banking, Finance, Research, Due Diligence, Private Equity, Capital Markets, Financial Analysis, Venture Capital
Education
Georgetown University
Columbia Capital September 2013 - Present
Cloud Sherpas November 2012 - September 2013
Credit Suisse October 2010 - November 2012
Barclays Capital July 2008 - October 2010
Skills
Strategy, Corporate Finance, Mergers & Acquisitions, Bloomberg, Financial Modeling, Valuation, Spanish, Investment Banking, Finance, Research, Due Diligence, Private Equity, Capital Markets, Financial Analysis, Venture Capital
Education
Georgetown University
Jeffrey Bailin, CFA's Credit Suisse Experience July 2010 - August 2015
Job Vice President at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments September 2015 - Present
Credit Suisse July 2010 - August 2015
Credit Suisse June 2009 - August 2009
Education
Georgetown University 2006 — 2010
Bachelors of Science, Finance & Accounting
Georgetown University - The McDonough School of Business 2006 — 2010
ClearBridge Investments September 2015 - Present
Credit Suisse July 2010 - August 2015
Credit Suisse June 2009 - August 2009
Education
Georgetown University 2006 — 2010
Bachelors of Science, Finance & Accounting
Georgetown University - The McDonough School of Business 2006 — 2010
Hunter Lloyd's Credit Suisse Experience June 2008 - August 2008
Job Institutional Macro/ FX Sales
Industry Financial Services
Experience
Commonwealth Bank July 2015 - Present
Dataminr, Inc. July 2014 - Present
Credit Suisse First Boston July 2009 - December 2013
Credit Suisse June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Business Development, Business Strategy, Derivatives, Fixed Income, Investment Banking, Hedge Funds, Alternative Investments, New Business Development, Development Strategy, Emerging Markets, Options, Foreign Exchange, FX Options, Trading, Account Management, Strategic Partnerships, Managing Accounts, Sales, Marketing Strategy, Marketing, Integrated Marketing, Strategy, Portfolio Management, Bloomberg, Capital Markets, Structured Products
Education
Georgetown University 2005 — 2009
BSFS, International Economics
Groton School 2001 — 2005
Landon School
Commonwealth Bank July 2015 - Present
Dataminr, Inc. July 2014 - Present
Credit Suisse First Boston July 2009 - December 2013
Credit Suisse June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Business Development, Business Strategy, Derivatives, Fixed Income, Investment Banking, Hedge Funds, Alternative Investments, New Business Development, Development Strategy, Emerging Markets, Options, Foreign Exchange, FX Options, Trading, Account Management, Strategic Partnerships, Managing Accounts, Sales, Marketing Strategy, Marketing, Integrated Marketing, Strategy, Portfolio Management, Bloomberg, Capital Markets, Structured Products
Education
Georgetown University 2005 — 2009
BSFS, International Economics
Groton School 2001 — 2005
Landon School
Marco Egoavil's Credit Suisse Experience August 2013 - June 2015
Job Head of Financial Crimes Risk Management for GTFx at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2015 - Present
Credit Suisse August 2013 - June 2015
Credit Suisse April 2012 - August 2013
Credit Suisse September 2011 - April 2012
Goldman Sachs 2009 - 2011
IDB Bank 2007 - 2009
UBS Investment Bank 2005 - 2007
Skills
Anti Money Laundering, Risk Management, Capital Markets, Banking, Financial Services, Financial Risk, Investment Banking, Due Diligence, Fixed Income, Securities
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Minnesota Law School 1995 — 1998
Juris Doctor
Georgetown University
Bachelor of Science
Wells Fargo June 2015 - Present
Credit Suisse August 2013 - June 2015
Credit Suisse April 2012 - August 2013
Credit Suisse September 2011 - April 2012
Goldman Sachs 2009 - 2011
IDB Bank 2007 - 2009
UBS Investment Bank 2005 - 2007
Skills
Anti Money Laundering, Risk Management, Capital Markets, Banking, Financial Services, Financial Risk, Investment Banking, Due Diligence, Fixed Income, Securities
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Minnesota Law School 1995 — 1998
Juris Doctor
Georgetown University
Bachelor of Science
Michael Romaszka's Credit Suisse Experience April 2013 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2013 - Present
JPMorgan Chase June 2009 - April 2013
Goldman Sachs June 2000 - January 2009
PricewaterhouseCoopers October 1999 - May 2000
Skills
MBS, Fixed Income, Structured Products, High Yield, Hedge Funds, Trading Systems, Trading, Series 7, Securities, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, Financial Modeling, Investment Banking
Education
Georgetown University 1995 — 1999
BS, Double Major in Finance and Accounting
Credit Suisse April 2013 - Present
JPMorgan Chase June 2009 - April 2013
Goldman Sachs June 2000 - January 2009
PricewaterhouseCoopers October 1999 - May 2000
Skills
MBS, Fixed Income, Structured Products, High Yield, Hedge Funds, Trading Systems, Trading, Series 7, Securities, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, Financial Modeling, Investment Banking
Education
Georgetown University 1995 — 1999
BS, Double Major in Finance and Accounting
Phillip Juno Raby's Credit Suisse Experience 1983 - 1987
Job Principal at New Urban Investments LLC
Industry Real Estate
Experience
New Urban Investments LLC 2001 - Present
Smith Barney 1987 - 1995
First Boston 1987 - 1989
Credit Suisse 1983 - 1987
Skills
Real Estate Transactions, Real Estate Development, Real Estate, Investment Properties, Valuation, Brokerage, Investments, Leases, Real Estate Economics, Disposition, Asset Management, Commercial Real Estate, Property Management, Foreclosures, Sellers, Location Intelligence
Education
Northwestern University - Kellogg School of Management 1984 — 1986
Master of Business Administration (MBA)
Georgetown University 1979 — 1981
Bachelor of Arts (B.A.), Economics
New Urban Investments LLC 2001 - Present
Smith Barney 1987 - 1995
First Boston 1987 - 1989
Credit Suisse 1983 - 1987
Skills
Real Estate Transactions, Real Estate Development, Real Estate, Investment Properties, Valuation, Brokerage, Investments, Leases, Real Estate Economics, Disposition, Asset Management, Commercial Real Estate, Property Management, Foreclosures, Sellers, Location Intelligence
Education
Northwestern University - Kellogg School of Management 1984 — 1986
Master of Business Administration (MBA)
Georgetown University 1979 — 1981
Bachelor of Arts (B.A.), Economics
Cliff Kaehler's Credit Suisse Experience July 2010 - August 2012
Job CEO at Novel Energy Solutions
Industry Investment Banking
Experience
Novel Energy Solutions September 2012 - Present
K-LER Cattle Co. January 2000 - Present
Credit Suisse July 2010 - August 2012
American Council On Renewable Energy (ACORE) January 2010 - May 2010
Export-Import Bank of the United States August 2009 - December 2009
Smith Barney October 2008 - August 2009
Sensor Motion Company May 2006 - July 2006
Skills
Corporate Finance, Valuation, Financial Analysis, Investment Banking, Project Finance, Mergers, Finance, Renewable Energy, Energy, Analysis, Mergers & Acquisitions, Emerging Markets, Trading, Energy Efficiency, Management
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BS, Accounting/Finance
Winona Cotter High School 2005 — 2007
Novel Energy Solutions September 2012 - Present
K-LER Cattle Co. January 2000 - Present
Credit Suisse July 2010 - August 2012
American Council On Renewable Energy (ACORE) January 2010 - May 2010
Export-Import Bank of the United States August 2009 - December 2009
Smith Barney October 2008 - August 2009
Sensor Motion Company May 2006 - July 2006
Skills
Corporate Finance, Valuation, Financial Analysis, Investment Banking, Project Finance, Mergers, Finance, Renewable Energy, Energy, Analysis, Mergers & Acquisitions, Emerging Markets, Trading, Energy Efficiency, Management
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BS, Accounting/Finance
Winona Cotter High School 2005 — 2007
Donald Tansey's Credit Suisse Experience September 2008 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2008 - Present
Lehman Brothers 2004 - 2008
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Fixed Income
Education
Georgetown University 2000 — 2004
B.A., Political Economy
The London School of Economics and Political Science (LSE) 2002 — 2003
General Course, IR, Economics, Finance
Credit Suisse September 2008 - Present
Lehman Brothers 2004 - 2008
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Fixed Income
Education
Georgetown University 2000 — 2004
B.A., Political Economy
The London School of Economics and Political Science (LSE) 2002 — 2003
General Course, IR, Economics, Finance
Laura Boova's Credit Suisse Experience November 2009 - May 2012
Job PhD student at Boston College
Industry Research
Experience
Ikamva Labantu June 2013 - August 2013
Credit Suisse November 2009 - May 2012
PricewaterhouseCoopers July 2008 - November 2009
Lehman Brothers May 2007 - July 2007
Education
Boston College 2014 — 2018
Doctor of Philosophy (PhD), Organizational Behavior Studies
University of Notre Dame 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2004 — 2008
BA, finance and accounting
The Pingry School 1998 — 2004
Ikamva Labantu June 2013 - August 2013
Credit Suisse November 2009 - May 2012
PricewaterhouseCoopers July 2008 - November 2009
Lehman Brothers May 2007 - July 2007
Education
Boston College 2014 — 2018
Doctor of Philosophy (PhD), Organizational Behavior Studies
University of Notre Dame 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2004 — 2008
BA, finance and accounting
The Pingry School 1998 — 2004
Nate White's Credit Suisse Experience January 2015 - Present
Job Interest Rate Sales at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2015 - Present
Credit Suisse July 2012 - December 2014
Credit Suisse June 2011 - August 2011
Northern Trust Global Investments June 2010 - August 2010
Northern Trust May 2009 - August 2009
Tunnelbrook Capital January 2009 - May 2009
Education
Georgetown University - The McDonough School of Business 2010 — 2012
BSBA, Finance, International Business
Universidad Pontificia Comillas 2009 — 2010
ICADE - Faculty of Economic and Business Sciences
University of Miami - School of Business 2008 — 2009
Finance
American International School of Budapest 2006 — 2008
Credit Suisse January 2015 - Present
Credit Suisse July 2012 - December 2014
Credit Suisse June 2011 - August 2011
Northern Trust Global Investments June 2010 - August 2010
Northern Trust May 2009 - August 2009
Tunnelbrook Capital January 2009 - May 2009
Education
Georgetown University - The McDonough School of Business 2010 — 2012
BSBA, Finance, International Business
Universidad Pontificia Comillas 2009 — 2010
ICADE - Faculty of Economic and Business Sciences
University of Miami - School of Business 2008 — 2009
Finance
American International School of Budapest 2006 — 2008
Daniel Franklin's Credit Suisse Experience July 2009 - June 2011
Job Senior Associate at Staple Street Capital
Industry Financial Services
Experience
Staple Street Capital March 2015 - Present
Blackstreet Capital Managment July 2012 - January 2015
AIG August 2011 - June 2012
Credit Suisse July 2009 - June 2011
Skills
Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Equities, Financial Services, Equity Research, Research, Microsoft Office, Bloomberg, Hedge Funds, Valuation, Fixed Income, Private Equity, Capital Markets, Investments, Financial Analysis, Microsoft Excel
Education
Georgetown University 2006 — 2009
BA, Economics
Staple Street Capital March 2015 - Present
Blackstreet Capital Managment July 2012 - January 2015
AIG August 2011 - June 2012
Credit Suisse July 2009 - June 2011
Skills
Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Equities, Financial Services, Equity Research, Research, Microsoft Office, Bloomberg, Hedge Funds, Valuation, Fixed Income, Private Equity, Capital Markets, Investments, Financial Analysis, Microsoft Excel
Education
Georgetown University 2006 — 2009
BA, Economics
Dorothy Figiel's Credit Suisse Experience July 2011 - Present
Job Associate
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
Edward Jones Investments June 2010 - August 2010
Georgetown University August 2005 - July 2009
The Washington Post May 2007 - August 2007
Skills
Investments, Valuation, Finance, Management, Financial Modeling, Financial Analysis, Credit, Data Analysis, Analysis, Strategy
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA, Finance
Georgetown University 2004 — 2008
BSBA, Finance, International Business, Psychology
Credit Suisse July 2011 - Present
Edward Jones Investments June 2010 - August 2010
Georgetown University August 2005 - July 2009
The Washington Post May 2007 - August 2007
Skills
Investments, Valuation, Finance, Management, Financial Modeling, Financial Analysis, Credit, Data Analysis, Analysis, Strategy
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA, Finance
Georgetown University 2004 — 2008
BSBA, Finance, International Business, Psychology
Peter McLaughlin's Credit Suisse Experience June 2007 - June 2009
Job
Industry Legal Services
Experience
U.S. District Court September 2014 - Present
Quinn Emanuel May 2013 - August 2013
Hon. Robert Gerber, SDNY Bankruptcy Court May 2012 - August 2012
Credit Suisse June 2007 - June 2009
Skills
PowerPoint, Financial Modeling, Financial Analysis, Risk Management, Microsoft Excel, Economics, Research, Budgets, Analysis, Strategic Planning, Business Strategy, Microsoft Office, Negotiation, Project Management
Education
Northwestern University School of Law 2011 — 2014
J.D., Cum Laude
Georgetown University 2003 — 2007
B.A., Mathematics and Economics, Magna Cum Laude
London School of Economics and Political Science 2005 — 2006
General Course, Mathematics and Economics
St. Ignatius College Prep 1999 — 2003
U.S. District Court September 2014 - Present
Quinn Emanuel May 2013 - August 2013
Hon. Robert Gerber, SDNY Bankruptcy Court May 2012 - August 2012
Credit Suisse June 2007 - June 2009
Skills
PowerPoint, Financial Modeling, Financial Analysis, Risk Management, Microsoft Excel, Economics, Research, Budgets, Analysis, Strategic Planning, Business Strategy, Microsoft Office, Negotiation, Project Management
Education
Northwestern University School of Law 2011 — 2014
J.D., Cum Laude
Georgetown University 2003 — 2007
B.A., Mathematics and Economics, Magna Cum Laude
London School of Economics and Political Science 2005 — 2006
General Course, Mathematics and Economics
St. Ignatius College Prep 1999 — 2003
Jeremy Hofmann's Credit Suisse Experience July 2007 - October 2009
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs October 2012 - Present
BBR Partners June 2012 - October 2012
BBR Partners October 2009 - June 2012
Credit Suisse July 2007 - October 2009
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Bloomberg, Investments, Hedge Funds, Capital Markets, Financial Analysis, Private Equity
Education
Georgetown University 2005 — 2008
BSBA, Finance, General
Goldman Sachs October 2012 - Present
BBR Partners June 2012 - October 2012
BBR Partners October 2009 - June 2012
Credit Suisse July 2007 - October 2009
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Bloomberg, Investments, Hedge Funds, Capital Markets, Financial Analysis, Private Equity
Education
Georgetown University 2005 — 2008
BSBA, Finance, General
Rob Dubas's Credit Suisse Experience September 2013 - Present
Job Fixed Income Sales at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2013 - Present
Citigroup February 2011 - August 2013
MKP Capital September 2009 - January 2011
MKP Capital July 2008 - August 2008
Deloitte & Touche July 2007 - August 2007
Education
Georgetown University 2004 — 2008
B.S., Finance
Credit Suisse September 2013 - Present
Citigroup February 2011 - August 2013
MKP Capital September 2009 - January 2011
MKP Capital July 2008 - August 2008
Deloitte & Touche July 2007 - August 2007
Education
Georgetown University 2004 — 2008
B.S., Finance
Ariana Klener's Credit Suisse Experience July 2012 - July 2014
Job Associate at W Capital Partners
Industry Financial Services
Experience
W Capital Partners August 2014 - Present
Credit Suisse July 2012 - July 2014
Georgetown University Alumni & Student Federal Credit Union March 2011 - March 2012
Credit Suisse 2011 - 2011
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Financial Analysis, Corporate Finance, Microsoft Office, PowerPoint, Microsoft Excel, Capital Markets, Investments, Finance, Research
Education
Georgetown University - The McDonough School of Business 2008 — 2012
W Capital Partners August 2014 - Present
Credit Suisse July 2012 - July 2014
Georgetown University Alumni & Student Federal Credit Union March 2011 - March 2012
Credit Suisse 2011 - 2011
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Financial Analysis, Corporate Finance, Microsoft Office, PowerPoint, Microsoft Excel, Capital Markets, Investments, Finance, Research
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Nehal Shukla's Credit Suisse Experience June 2015 - Present
Job Business Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Union Afrique Commerciale (U.A.C.) January 2015 - May 2015
Credit Suisse (Singapore Branch) July 2014 - December 2014
Credit Suisse (New York City Branch) July 2012 - July 2014
Hilltop Consultants May 2010 - July 2012
McDonough School of Business September 2011 - February 2012
Credit Suisse June 2011 - August 2011
McDonough School of Business Technology Center September 2009 - May 2011
Georgetown University Resident Housing Office May 2010 - September 2010
Grameen Foundation May 2010 - August 2010
Skills
Microsoft Office, International Relations, Microsoft Excel, PowerPoint, Social Media Marketing, Non-profits, Financial Analysis, Financial Modeling, Photoshop, French, Project Management, English, Wordpress, Public Speaking, Nonprofits, Marketing, Microsoft PowerPoint
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science in Business Administration, Double Major in Finance and Operations and Information Management; Minor in Chinese
MinZu DaXue, Beijing, China 2009 — 2009
Certificate in 2nd Level Intensive Chinese Language Studies, Chinese Language (Mandarin), 4.0/4.0
The American School of Kinshasa, DRC 1994 — 2008
High School, General Studies/Advancement Placement Courses, 4.0/4.0
Junior Statesman of America Summer School - Princeton University 2007 — 2007
Received college credit for US Foreign Policy and Advanced Communications Class, International Relations/Communications, 4.0/4.0
National Students Leadership Conference - Fordham University 2006 — 2006
Summer Program Certification in Introduction to Essential Business Courses, Business Management
Credit Suisse June 2015 - Present
Union Afrique Commerciale (U.A.C.) January 2015 - May 2015
Credit Suisse (Singapore Branch) July 2014 - December 2014
Credit Suisse (New York City Branch) July 2012 - July 2014
Hilltop Consultants May 2010 - July 2012
McDonough School of Business September 2011 - February 2012
Credit Suisse June 2011 - August 2011
McDonough School of Business Technology Center September 2009 - May 2011
Georgetown University Resident Housing Office May 2010 - September 2010
Grameen Foundation May 2010 - August 2010
Skills
Microsoft Office, International Relations, Microsoft Excel, PowerPoint, Social Media Marketing, Non-profits, Financial Analysis, Financial Modeling, Photoshop, French, Project Management, English, Wordpress, Public Speaking, Nonprofits, Marketing, Microsoft PowerPoint
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science in Business Administration, Double Major in Finance and Operations and Information Management; Minor in Chinese
MinZu DaXue, Beijing, China 2009 — 2009
Certificate in 2nd Level Intensive Chinese Language Studies, Chinese Language (Mandarin), 4.0/4.0
The American School of Kinshasa, DRC 1994 — 2008
High School, General Studies/Advancement Placement Courses, 4.0/4.0
Junior Statesman of America Summer School - Princeton University 2007 — 2007
Received college credit for US Foreign Policy and Advanced Communications Class, International Relations/Communications, 4.0/4.0
National Students Leadership Conference - Fordham University 2006 — 2006
Summer Program Certification in Introduction to Essential Business Courses, Business Management
Victoria Foster's Credit Suisse Experience July 2002 - June 2009
Job CoFounder and Managing Director, Better Future U.S.
Industry Management Consulting
Experience
Better Future U.S. 2013 - Present
Wholesome Wave Foundation 2012 - 2013
University College London 2011 - 2012
Credit Suisse July 2002 - June 2009
Education Foundation Australia (now Foundation for Young Australians) July 2007 - June 2008
Skills
Strategic Thinking and..., Stakeholder Engagement, Social Innovation, Leadership Development, Experiential Learning, Urban Planning, Organizational Learning..., Creative Problem Solving, Strategic Communications, International..., Corporate Finance, Mergers & Acquisitions, Mergers, Entrepreneurship, Program Management, Leadership, Policy, Analysis, Strategy, Partnerships, Change Management, Nonprofits, Valuation, Management, Private Equity, Finance, Stakeholder Management, Portfolio Management, Investments, Investment Banking
Education
Georgetown University
BS
University College London, U. of London
MSc
University of New South Wales
Australian history and studies summer studies participant.
関西外国語大学 / Kansai Gaidai University
Better Future U.S. 2013 - Present
Wholesome Wave Foundation 2012 - 2013
University College London 2011 - 2012
Credit Suisse July 2002 - June 2009
Education Foundation Australia (now Foundation for Young Australians) July 2007 - June 2008
Skills
Strategic Thinking and..., Stakeholder Engagement, Social Innovation, Leadership Development, Experiential Learning, Urban Planning, Organizational Learning..., Creative Problem Solving, Strategic Communications, International..., Corporate Finance, Mergers & Acquisitions, Mergers, Entrepreneurship, Program Management, Leadership, Policy, Analysis, Strategy, Partnerships, Change Management, Nonprofits, Valuation, Management, Private Equity, Finance, Stakeholder Management, Portfolio Management, Investments, Investment Banking
Education
Georgetown University
BS
University College London, U. of London
MSc
University of New South Wales
Australian history and studies summer studies participant.
関西外国語大学 / Kansai Gaidai University
Mike O'Neill's Credit Suisse Experience 2007 - 2009
Job
Industry Venture Capital & Private Equity
Experience
Mount Kellett Capital 2012 - Present
Greenbriar Equity Group 2009 - 2012
Credit Suisse 2007 - 2009
Education
Georgetown University
Mount Kellett Capital 2012 - Present
Greenbriar Equity Group 2009 - 2012
Credit Suisse 2007 - 2009
Education
Georgetown University
Sara Hardman's Credit Suisse Experience June 2011 - Present
Job Private Wealth Management Associate at Credit Suisse
Industry Marketing and Advertising
Experience
Credit Suisse June 2011 - Present
Credit Suisse June 2011 - June 2012
Skills
Social Media, PowerPoint, Public Speaking, Market Research, Microsoft Excel, Financial Modeling, Microsoft Office, Research, Event Planning, Financial Analysis, Facebook, Marketing Strategy
Education
Georgetown University 2007 — 2011
Marketing, Finance
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance and Marketing
Credit Suisse June 2011 - Present
Credit Suisse June 2011 - June 2012
Skills
Social Media, PowerPoint, Public Speaking, Market Research, Microsoft Excel, Financial Modeling, Microsoft Office, Research, Event Planning, Financial Analysis, Facebook, Marketing Strategy
Education
Georgetown University 2007 — 2011
Marketing, Finance
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance and Marketing
John Wuest's Credit Suisse Experience March 2004 - February 2008
Job VP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2008 - Present
Credit Suisse March 2004 - February 2008
Associated Bank June 2003 - March 2004
Skills
Series 7, Fixed Income, Portfolio Management, Capital Markets, Investment Banking, Derivatives, Series 63, Asset Management
Education
Georgetown University 1996 — 2000
Bachelor's degree, International Business
Saint Louis Country Day School 1988 — 1996
Bank of America Merrill Lynch August 2008 - Present
Credit Suisse March 2004 - February 2008
Associated Bank June 2003 - March 2004
Skills
Series 7, Fixed Income, Portfolio Management, Capital Markets, Investment Banking, Derivatives, Series 63, Asset Management
Education
Georgetown University 1996 — 2000
Bachelor's degree, International Business
Saint Louis Country Day School 1988 — 1996
Danny McDonough's Credit Suisse Experience July 2013 - June 2015
Job Private Equity Associate GTCR
Industry Financial Services
Experience
GTCR LLC July 2015 - Present
Georgetown University Alumni & Student Federal Credit Union September 2010 - Present
Credit Suisse July 2013 - June 2015
Credit Suisse June 2012 - July 2012
Zywave June 2010 - August 2011
Georgetown University Alumni & Student Federal Credit Union September 2010 - March 2011
Education
Georgetown University 2009 — 2013
BSFS, International Economics
GTCR LLC July 2015 - Present
Georgetown University Alumni & Student Federal Credit Union September 2010 - Present
Credit Suisse July 2013 - June 2015
Credit Suisse June 2012 - July 2012
Zywave June 2010 - August 2011
Georgetown University Alumni & Student Federal Credit Union September 2010 - March 2011
Education
Georgetown University 2009 — 2013
BSFS, International Economics
Kaitlin Roe's Credit Suisse Experience July 2009 - June 2011
Job Manager, Strategy & Corporate Development at Beam Suntory
Industry Wine and Spirits
Experience
Beam Suntory July 2014 - Present
Covanta March 2014 - Present
Covanta Energy August 2012 - Present
Covanta Energy July 2011 - August 2012
Credit Suisse July 2009 - June 2011
Ameriprise Financial Services, Inc. September 2006 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Corporate Development, Business Strategy, Development Strategy, Mergers & Acquisitions, M&A execution, Financial Modeling, Strategic Planning, Financial Analysis, Product Development, M&A experience, Strategic Partnerships, Market Research, Corporate Finance, Valuation, Renewable Energy, Consumer Products, Investment Banking, Strategy, Finance, Analysis, Portfolio Management, Due Diligence, Management
Education
Georgetown University 2005 — 2009
B.S. B.A., Finance and Accounting
University of Oxford 2007 — 2007
Comparative Strategic Management
Beam Suntory July 2014 - Present
Covanta March 2014 - Present
Covanta Energy August 2012 - Present
Covanta Energy July 2011 - August 2012
Credit Suisse July 2009 - June 2011
Ameriprise Financial Services, Inc. September 2006 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Corporate Development, Business Strategy, Development Strategy, Mergers & Acquisitions, M&A execution, Financial Modeling, Strategic Planning, Financial Analysis, Product Development, M&A experience, Strategic Partnerships, Market Research, Corporate Finance, Valuation, Renewable Energy, Consumer Products, Investment Banking, Strategy, Finance, Analysis, Portfolio Management, Due Diligence, Management
Education
Georgetown University 2005 — 2009
B.S. B.A., Finance and Accounting
University of Oxford 2007 — 2007
Comparative Strategic Management
William Chesner's Credit Suisse Experience January 2005 - January 2012
Job Financial Services Professional
Industry Financial Services
Experience
Credit Suisse January 2005 - January 2012
Freddie Mac September 2001 - November 2004
Prudential Securities January 1998 - January 2000
UBS Securities LLC January 1996 - January 1998
Smith Barney April 1991 - May 1995
GE Mortgage Services, Inc August 1987 - April 1991
Skills
Series 7, 63, 24
Education
Georgetown University 1983 — 1987
BA, Economics
Georgetown University, Washington D.C
B.A. Degree, Economics
Credit Suisse January 2005 - January 2012
Freddie Mac September 2001 - November 2004
Prudential Securities January 1998 - January 2000
UBS Securities LLC January 1996 - January 1998
Smith Barney April 1991 - May 1995
GE Mortgage Services, Inc August 1987 - April 1991
Skills
Series 7, 63, 24
Education
Georgetown University 1983 — 1987
BA, Economics
Georgetown University, Washington D.C
B.A. Degree, Economics
Peter Johns's Credit Suisse Experience June 2011 - August 2011
Job Associate at GLC Advisors & Co., LLC
Industry Financial Services
Experience
GLC Advisors & Co., LLC July 2012 - Present
Credit Suisse June 2011 - August 2011
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Private Equity, Hedge Funds, Equities, Financial Analysis, Bloomberg, Corporate Finance, Venture Capital, Leveraged Finance
Education
Georgetown University 2008 — 2012
BSFS, International Economics
St. George's School
GLC Advisors & Co., LLC July 2012 - Present
Credit Suisse June 2011 - August 2011
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Private Equity, Hedge Funds, Equities, Financial Analysis, Bloomberg, Corporate Finance, Venture Capital, Leveraged Finance
Education
Georgetown University 2008 — 2012
BSFS, International Economics
St. George's School
Dr. Margit Hraschek's Credit Suisse Experience 2004 - 2005
Job Head International and Central Bank Sales, Fixed Income at Erste Group Bank AG
Industry Banking
Experience
Erste Group Bank AG July 2013 - Present
Erste Group Bank AG December 2009 - June 2013
Credit Agricole 2007 - 2009
UniCredit Bank Austria AG 2005 - 2007
Credit Suisse 2004 - 2005
Morgan Stanley 2000 - 2002
Education
Universität Wien
Doktorat, Finanzwirtschaft
Georgetown University
Finance, General
Erste Group Bank AG July 2013 - Present
Erste Group Bank AG December 2009 - June 2013
Credit Agricole 2007 - 2009
UniCredit Bank Austria AG 2005 - 2007
Credit Suisse 2004 - 2005
Morgan Stanley 2000 - 2002
Education
Universität Wien
Doktorat, Finanzwirtschaft
Georgetown University
Finance, General
Cullen Molinari's Credit Suisse Experience July 2008 - August 2008
Job Trader / Associate / Analyst
Industry Banking
Experience
Barclays Investment Bank August 2014 - Present
Del Mar Asset Management February 2010 - November 2013
Credit Suisse July 2008 - August 2008
Skills
Bloomberg, Portfolio Management, Hedge Funds, Derivatives, Equities, Trading, Operations Management, ETFs, Settlement, Investments, Financial Analysis, Hedging, Capital Markets, Financial Modeling, Mutual Funds, Options
Education
Georgetown University - The McDonough School of Business 2005 — 2009
BSBA, Management
Barclays Investment Bank August 2014 - Present
Del Mar Asset Management February 2010 - November 2013
Credit Suisse July 2008 - August 2008
Skills
Bloomberg, Portfolio Management, Hedge Funds, Derivatives, Equities, Trading, Operations Management, ETFs, Settlement, Investments, Financial Analysis, Hedging, Capital Markets, Financial Modeling, Mutual Funds, Options
Education
Georgetown University - The McDonough School of Business 2005 — 2009
BSBA, Management
Matt Serventi's Credit Suisse Experience January 2015 - Present
Job Electronic Communications Compliance Officer at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
H. Beck, Inc. November 2012 - December 2014
E*TRADE Securities LLC September 2008 - November 2012
U.S. Securities & Exchange Commission May 2005 - August 2005
Skills
Series 7, Series 4, Series 24, Series 63
Education
St. John's University School of Law 2003 — 2006
Doctor of Law (JD)
Georgetown University 1998 — 2002
Bachelor of Arts (B.A.), English (Writing Concentration)
Credit Suisse January 2015 - Present
H. Beck, Inc. November 2012 - December 2014
E*TRADE Securities LLC September 2008 - November 2012
U.S. Securities & Exchange Commission May 2005 - August 2005
Skills
Series 7, Series 4, Series 24, Series 63
Education
St. John's University School of Law 2003 — 2006
Doctor of Law (JD)
Georgetown University 1998 — 2002
Bachelor of Arts (B.A.), English (Writing Concentration)
Daphne L. Richards's Credit Suisse Experience February 1990 - July 1993
Job Senior investment professional in the asset management industry with 21+ years of hedge fund investing experience.
Industry Financial Services
Experience
Bessemer Trust November 1999 - May 2014
Frank Russell Company, Russell Private Investment Services December 1996 - November 1999
Union Bank of Switzerland July 1993 - November 1996
Credit Suisse February 1990 - July 1993
Hambro International Venture Fund June 1988 - June 1989
Skills
Alternative Investments, Hedge Funds, Asset Management, Investments, Portfolio Management, Asset Allocation, Risk Management, Client Relations Skills, New Business Development, Strategic Planning, Team Building, Financial Analysis, Research, Customer Service, Banking, Microsoft Office, Microsoft Word, Windows, PowerPoint, Microsoft Excel, Outlook, English, Budgets, HTML, Public Speaking, Negotiation, Accounting, Java, Teaching
Education
Georgetown University
Bachelor of Arts (B.A.), Major in English Literature, Minor in French Literature
Georgetown University, Washington D.C.
Bachelor's Degree, English Literature
Bessemer Trust November 1999 - May 2014
Frank Russell Company, Russell Private Investment Services December 1996 - November 1999
Union Bank of Switzerland July 1993 - November 1996
Credit Suisse February 1990 - July 1993
Hambro International Venture Fund June 1988 - June 1989
Skills
Alternative Investments, Hedge Funds, Asset Management, Investments, Portfolio Management, Asset Allocation, Risk Management, Client Relations Skills, New Business Development, Strategic Planning, Team Building, Financial Analysis, Research, Customer Service, Banking, Microsoft Office, Microsoft Word, Windows, PowerPoint, Microsoft Excel, Outlook, English, Budgets, HTML, Public Speaking, Negotiation, Accounting, Java, Teaching
Education
Georgetown University
Bachelor of Arts (B.A.), Major in English Literature, Minor in French Literature
Georgetown University, Washington D.C.
Bachelor's Degree, English Literature
Darren Morgan's Credit Suisse Experience June 2005 - February 2009
Job Regional Director at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs February 2009 - Present
Credit Suisse June 2005 - February 2009
Skills
Financial Analysis, Equities, Investments, IPO, Investment Banking, Bloomberg, Valuation, Capital Markets, Fixed Income, Due Diligence
Education
Georgetown University
B.S. in Finance, Finance, Economics
Goldman Sachs February 2009 - Present
Credit Suisse June 2005 - February 2009
Skills
Financial Analysis, Equities, Investments, IPO, Investment Banking, Bloomberg, Valuation, Capital Markets, Fixed Income, Due Diligence
Education
Georgetown University
B.S. in Finance, Finance, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.