Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
Credit Suisse List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Credit Suisse. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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15,336 Credit Suisse employees in database. Find out everything there's to know about Credit Suisse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse Employees
Employee
Years
Job
Industry
Thibaud Desfossés Thibaud Desfossés's Credit Suisse Experience June 2012 - July 2012
Job Business Analyst in the Corporate Finance & Strategy Practice at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2014 - Present
McKinsey & Company January 2013 - June 2013
Rothschild September 2012 - January 2013
Credit Suisse June 2012 - July 2012
Amundi May 2011 - August 2011
Principle Advisory Services June 2008 - August 2008
Midas Design Associates June 2007 - August 2007
Education
HEC Paris 2010 — 2014
Master's Degree, Corporate Finance
Wharton School, University of Pennsylvania 2011 — 2011
Exchange Semester, Strategy, Corporate Finance, Macroeconomics, Negotiations
McKinsey & Company September 2014 - Present
McKinsey & Company January 2013 - June 2013
Rothschild September 2012 - January 2013
Credit Suisse June 2012 - July 2012
Amundi May 2011 - August 2011
Principle Advisory Services June 2008 - August 2008
Midas Design Associates June 2007 - August 2007
Education
HEC Paris 2010 — 2014
Master's Degree, Corporate Finance
Wharton School, University of Pennsylvania 2011 — 2011
Exchange Semester, Strategy, Corporate Finance, Macroeconomics, Negotiations
Daniel Yearwood Daniel Yearwood's Credit Suisse Experience June 2006 - August 2006
Job Associate at PAAMCO
Industry Investment Management
Experience
PAAMCO August 2014 - Present
PAAMCO June 2013 - August 2013
Sandton Capital Partners June 2012 - August 2012
IFC - International Finance Corporation March 2011 - July 2011
RBC October 2008 - November 2010
EY August 2007 - July 2008
Credit Suisse June 2006 - August 2006
Education
Harvard Kennedy School of Government 2012 — 2014
Master of Public Administration (MPA), International and Global Affairs
University of Pennsylvania - The Wharton School 2011 — 2014
Master of Business Administration (MBA), Finance
Morgan State University 2003 — 2007
BS, Computer Science
PAAMCO August 2014 - Present
PAAMCO June 2013 - August 2013
Sandton Capital Partners June 2012 - August 2012
IFC - International Finance Corporation March 2011 - July 2011
RBC October 2008 - November 2010
EY August 2007 - July 2008
Credit Suisse June 2006 - August 2006
Education
Harvard Kennedy School of Government 2012 — 2014
Master of Public Administration (MPA), International and Global Affairs
University of Pennsylvania - The Wharton School 2011 — 2014
Master of Business Administration (MBA), Finance
Morgan State University 2003 — 2007
BS, Computer Science
Matthew Hoyle's Credit Suisse Experience June 2012 - August 2012
Job Associate Global Portfolio Trading at Citi
Industry Financial Services
Experience
Citigroup August 2015 - Present
Citigroup July 2013 - July 2015
Credit Suisse June 2012 - August 2012
Summer Street Research Partners June 2011 - August 2011
Guelph Storm - OHL September 2009 - February 2010
Skills
Bloomberg, Trading, Equities, Fixed Income, Alternative Investments, Series 63, Capital Markets, Series 7, Series 55
Education
Harvard University 2008 — 2013
Bachelor of Arts (BA), Government
Park Tudor School 2007 — 2008
St. Michaels College School 2004 — 2007
Citigroup August 2015 - Present
Citigroup July 2013 - July 2015
Credit Suisse June 2012 - August 2012
Summer Street Research Partners June 2011 - August 2011
Guelph Storm - OHL September 2009 - February 2010
Skills
Bloomberg, Trading, Equities, Fixed Income, Alternative Investments, Series 63, Capital Markets, Series 7, Series 55
Education
Harvard University 2008 — 2013
Bachelor of Arts (BA), Government
Park Tudor School 2007 — 2008
St. Michaels College School 2004 — 2007
Jaakko Piipponen's Credit Suisse Experience June 2011 - September 2011
Job Founder at Remote Garage
Industry Computer Software
Experience
Remote Garage June 2013 - Present
Kiitostech November 2011 - June 2013
Credit Suisse June 2011 - September 2011
CapMan June 2010 - August 2010
BWAI Ltd. January 2010 - May 2010
OP-Pohjola Bank June 2009 - August 2009
Skills
Start-ups, Entrepreneurship, Investment Banking, Business Planning, Leadership, Strategy, Product Management, Management Consulting, Product Development, Financial Analysis, Meteor
Education
Helsinki School of Economics 2008 — 2011
B.S.
University of Southern California - Marshall School of Business 2010 — 2010
Aalto University School of Economics
Bachelor of Science (BS)
Remote Garage June 2013 - Present
Kiitostech November 2011 - June 2013
Credit Suisse June 2011 - September 2011
CapMan June 2010 - August 2010
BWAI Ltd. January 2010 - May 2010
OP-Pohjola Bank June 2009 - August 2009
Skills
Start-ups, Entrepreneurship, Investment Banking, Business Planning, Leadership, Strategy, Product Management, Management Consulting, Product Development, Financial Analysis, Meteor
Education
Helsinki School of Economics 2008 — 2011
B.S.
University of Southern California - Marshall School of Business 2010 — 2010
Aalto University School of Economics
Bachelor of Science (BS)
Diva Singh Diva Singh's Credit Suisse Experience 2005 - 2007
Job Economist at International Monetary Fund
Industry International Trade and Development
Experience
International Monetary Fund February 2011 - Present
The World Bank August 2009 - January 2011
Credit Suisse 2005 - 2007
United Nations Support Facility for the Indonesian Recovery June 2004 - March 2005
Dresdner Bank ZAO 2003 - 2004
Merrill Lynch 2001 - 2003
Skills
Emerging Markets, Financial Modeling, Econometrics, Economics, Macroeconomics, Capital Markets, International Relations, International Economics, Economic Research, Development Economics, Economic Policy, Monetary Policy, Economic Development, International..., Trading
Education
Harvard Kennedy School of Government 2007 — 2009
MPA/ID, Economics, Public Policy
Wellesley College 1997 — 2001
B.A., Economics and Political Science
International Monetary Fund February 2011 - Present
The World Bank August 2009 - January 2011
Credit Suisse 2005 - 2007
United Nations Support Facility for the Indonesian Recovery June 2004 - March 2005
Dresdner Bank ZAO 2003 - 2004
Merrill Lynch 2001 - 2003
Skills
Emerging Markets, Financial Modeling, Econometrics, Economics, Macroeconomics, Capital Markets, International Relations, International Economics, Economic Research, Development Economics, Economic Policy, Monetary Policy, Economic Development, International..., Trading
Education
Harvard Kennedy School of Government 2007 — 2009
MPA/ID, Economics, Public Policy
Wellesley College 1997 — 2001
B.A., Economics and Political Science
Joseph Alie's Credit Suisse Experience June 2013 - August 2013
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2014 - Present
Credit Suisse June 2013 - August 2013
State Street June 2012 - August 2012
Harvard Student Agencies September 2011 - June 2012
Skills
Excel, Microsoft Office, PowerPoint, Word, Stata, Bloomberg, Microsoft Word, Microsoft Excel, Investment Banking, Finance, Mergers & Acquisitions, Economics, Valuation
Education
Harvard University 2010 — 2014
A.B., cum laude in Economics, 3.8
London School of Economics 2011 — 2011
Finance, A+
Franklin High School 2006 — 2010
4.0
Evercore June 2014 - Present
Credit Suisse June 2013 - August 2013
State Street June 2012 - August 2012
Harvard Student Agencies September 2011 - June 2012
Skills
Excel, Microsoft Office, PowerPoint, Word, Stata, Bloomberg, Microsoft Word, Microsoft Excel, Investment Banking, Finance, Mergers & Acquisitions, Economics, Valuation
Education
Harvard University 2010 — 2014
A.B., cum laude in Economics, 3.8
London School of Economics 2011 — 2011
Finance, A+
Franklin High School 2006 — 2010
4.0
Luis Molina's Credit Suisse Experience October 2009 - March 2011
Job Senior Risk Manager at Martin Energy Trading
Industry Financial Services
Experience
Martin Energy Trading October 2014 - Present
Gauge Capital Management LLC June 2012 - October 2014
Freepoint Commodities June 2011 - January 2012
Credit Suisse October 2009 - March 2011
Merrill Lynch March 2001 - March 2009
Skills
Commodity, Hedging, Trading Strategies, Proprietary Trading, Trading, Energy Markets, Commodity Markets, Natural Gas, Energy, Trading Systems, Options, Derivatives, Foreign Exchange Risk..., Commodity Risk..., Programming, Soft Commodities, Statistical Arbitrage, Swaps, Electronic Trading, Market Risk, Financial Risk, Risk Management
Education
Harvard University
Bachelor of Arts (BA), Physics
Martin Energy Trading October 2014 - Present
Gauge Capital Management LLC June 2012 - October 2014
Freepoint Commodities June 2011 - January 2012
Credit Suisse October 2009 - March 2011
Merrill Lynch March 2001 - March 2009
Skills
Commodity, Hedging, Trading Strategies, Proprietary Trading, Trading, Energy Markets, Commodity Markets, Natural Gas, Energy, Trading Systems, Options, Derivatives, Foreign Exchange Risk..., Commodity Risk..., Programming, Soft Commodities, Statistical Arbitrage, Swaps, Electronic Trading, Market Risk, Financial Risk, Risk Management
Education
Harvard University
Bachelor of Arts (BA), Physics
Josh Lawlor's Credit Suisse Experience October 2004 - March 2006
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2014 - Present
Barclays April 2010 - August 2014
UBS March 2006 - April 2010
Credit Suisse October 2004 - March 2006
Morgan Stanley April 2002 - October 2004
Japan Exchange and Teaching Program(me) (JET) July 1999 - July 2001
Skills
PMO, Project Portfolio..., Management, Budgets, Business Process, Project Management, Business Analysis, Forecasting, Executive Reporting, Process Improvement, Program Management, Resource Management, Governance, Corporate Communications, SharePoint, Vendor Management, IT Strategy, Strategy, MS Project, Visio, Project Governance, Change Management, Dashboards, Microsoft Excel, Business Process..., Business Management, PowerPoint, Budgeting, Excel, Nintex Workflows, Clarity
Education
Haverford College 1995 — 1999
BA, Political Science
JPMorgan Chase & Co. August 2014 - Present
Barclays April 2010 - August 2014
UBS March 2006 - April 2010
Credit Suisse October 2004 - March 2006
Morgan Stanley April 2002 - October 2004
Japan Exchange and Teaching Program(me) (JET) July 1999 - July 2001
Skills
PMO, Project Portfolio..., Management, Budgets, Business Process, Project Management, Business Analysis, Forecasting, Executive Reporting, Process Improvement, Program Management, Resource Management, Governance, Corporate Communications, SharePoint, Vendor Management, IT Strategy, Strategy, MS Project, Visio, Project Governance, Change Management, Dashboards, Microsoft Excel, Business Process..., Business Management, PowerPoint, Budgeting, Excel, Nintex Workflows, Clarity
Education
Haverford College 1995 — 1999
BA, Political Science
Scott Chanelli Scott Chanelli's Credit Suisse Experience July 2014 - Present
Job Analyst Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Dave Brat for Congress May 2014 - June 2014
New York Life Insurance Company July 2013 - February 2014
Haverford College August 2009 - May 2013
NXTsports May 2012 - August 2012
Haverford College September 2010 - December 2011
USDA May 2009 - August 2011
North Carolina State University June 2010 - August 2010
Skills
Economics, Research, PowerPoint, Microsoft Office, Stata, Statistics, Microsoft Excel, Public Speaking, Data Analysis, Microsoft Word, Editing, Spanish, Community Outreach, Social Media, Event Management, Marketing, Critical Thinking, Analysis, Teamwork, Leadership, Econometrics, Facebook, Time Management, Event Planning, Social Networking, Mathematica, SPSS, Higher Education, Sports, Financial Analysis, Sales, Qualitative Research, Business Intelligence..., Customer Service...
Education
Haverford College 2009 — 2013
Bachelor of Arts (B.A.), Economics
St. George's School (RI) 2006 — 2009
High School
Credit Suisse July 2014 - Present
Dave Brat for Congress May 2014 - June 2014
New York Life Insurance Company July 2013 - February 2014
Haverford College August 2009 - May 2013
NXTsports May 2012 - August 2012
Haverford College September 2010 - December 2011
USDA May 2009 - August 2011
North Carolina State University June 2010 - August 2010
Skills
Economics, Research, PowerPoint, Microsoft Office, Stata, Statistics, Microsoft Excel, Public Speaking, Data Analysis, Microsoft Word, Editing, Spanish, Community Outreach, Social Media, Event Management, Marketing, Critical Thinking, Analysis, Teamwork, Leadership, Econometrics, Facebook, Time Management, Event Planning, Social Networking, Mathematica, SPSS, Higher Education, Sports, Financial Analysis, Sales, Qualitative Research, Business Intelligence..., Customer Service...
Education
Haverford College 2009 — 2013
Bachelor of Arts (B.A.), Economics
St. George's School (RI) 2006 — 2009
High School
Robert Serenbetz's Credit Suisse Experience August 2015 - Present
Job Investment Strategist at Credit Suisse
Industry Research
Experience
Credit Suisse August 2015 - Present
Credit Suisse October 2014 - August 2015
24/7 Wall St. July 2014 - October 2014
Credit Suisse June 2013 - August 2013
Envision Consulting June 2012 - August 2012
Skills
Research, Analysis, Bloomberg Terminal, Microsoft Office, Microsoft Excel, SharePoint, PowerPoint, Microsoft Word, Social Media, Teamwork, Public Speaking, HTML, Windows, Economics
Education
Hobart and William Smith Colleges 2010 — 2015
Bachelor's degree, Economics
Hobart and William Smith Colleges 2010 — 2014
Bachelor of Arts (B.A.), Economics and International Relations; Focus in The Middle East, Development and Arabic Language, 3.67
Credit Suisse August 2015 - Present
Credit Suisse October 2014 - August 2015
24/7 Wall St. July 2014 - October 2014
Credit Suisse June 2013 - August 2013
Envision Consulting June 2012 - August 2012
Skills
Research, Analysis, Bloomberg Terminal, Microsoft Office, Microsoft Excel, SharePoint, PowerPoint, Microsoft Word, Social Media, Teamwork, Public Speaking, HTML, Windows, Economics
Education
Hobart and William Smith Colleges 2010 — 2015
Bachelor's degree, Economics
Hobart and William Smith Colleges 2010 — 2014
Bachelor of Arts (B.A.), Economics and International Relations; Focus in The Middle East, Development and Arabic Language, 3.67
Victoria Baran's Credit Suisse Experience June 2015 - Present
Job Analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2015 - Present
Credit Suisse July 2013 - June 2015
Credit Suisse June 2012 - August 2012
Mesirow Financial October 2010 - May 2011
Merrill Lynch June 2010 - September 2010
Transparent Language June 2009 - August 2009
Skills
Financial Modeling, PowerPoint
Education
Harvard University 2012 — 2013
The University of Chicago 2009 — 2013
Credit Suisse June 2015 - Present
Credit Suisse July 2013 - June 2015
Credit Suisse June 2012 - August 2012
Mesirow Financial October 2010 - May 2011
Merrill Lynch June 2010 - September 2010
Transparent Language June 2009 - August 2009
Skills
Financial Modeling, PowerPoint
Education
Harvard University 2012 — 2013
The University of Chicago 2009 — 2013
Susan Wang Susan Wang's Credit Suisse Experience July 2014 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Queen's Business Consulting January 2014 - May 2014
Global China Connection March 2012 - November 2013
Credit Suisse June 2013 - August 2013
Queen's Conference on International Business March 2012 - January 2013
Queen's Women in Leadership February 2012 - November 2012
IMAX June 2012 - August 2012
Social Focus Consulting June 2012 - August 2012
Student Life Center October 2011 - April 2012
BrainTrust October 2011 - April 2012
Skills
Teamwork, Microsoft Excel, Finance, Accounting, Python, Building Relationships, Mandarin, Customer Service, Marketing, Problem Solving, Strategic Planning, Financial Modeling, Business Process Mapping, Promotions, Event Planning, Social Media, Mathematical Analysis, Leadership
Education
Queen's University 2010 — 2014
Bachelor of Commerce and Bachelor of Arts (Mathematics) Dual Degree
HEC Paris 2013 — 2013
MSc in Management, International Exchange
Glenforest Secondary School 2006 — 2010
International Baccalaureate Diploma
Credit Suisse July 2014 - Present
Queen's Business Consulting January 2014 - May 2014
Global China Connection March 2012 - November 2013
Credit Suisse June 2013 - August 2013
Queen's Conference on International Business March 2012 - January 2013
Queen's Women in Leadership February 2012 - November 2012
IMAX June 2012 - August 2012
Social Focus Consulting June 2012 - August 2012
Student Life Center October 2011 - April 2012
BrainTrust October 2011 - April 2012
Skills
Teamwork, Microsoft Excel, Finance, Accounting, Python, Building Relationships, Mandarin, Customer Service, Marketing, Problem Solving, Strategic Planning, Financial Modeling, Business Process Mapping, Promotions, Event Planning, Social Media, Mathematical Analysis, Leadership
Education
Queen's University 2010 — 2014
Bachelor of Commerce and Bachelor of Arts (Mathematics) Dual Degree
HEC Paris 2013 — 2013
MSc in Management, International Exchange
Glenforest Secondary School 2006 — 2010
International Baccalaureate Diploma
John Brydson's Credit Suisse Experience May 1995 - December 2009
Job Director at Penn West
Industry Investment Management
Experience
Penn West June 2014 - Present
American Friends of Heriot-Watt University September 2013 - Present
Private Investor December 2011 - Present
American Friends of Heriot-Watt University September 2002 - September 2013
Hestan Consulting Group April 2010 - December 2011
Credit Suisse May 1995 - December 2009
Lehman Brothers 1983 - 1995
Chase Manhattan Bank 1977 - 1983
Institutional Money Management in the UK 1974 - 1977
Skills
Portfolio Management, Investments, Risk Management, Investment Banking, Equities, Financial Services, High Yield, Special Situations, Strategy, Mergers & Acquisitions, ., Hedge Funds, Capital Markets, Fixed Income, Management, Derivatives, Private Equity, Asset Management
Education
Heriot-Watt University 1970 — 1974
BA (Hons,upper second), Economics
Penn West June 2014 - Present
American Friends of Heriot-Watt University September 2013 - Present
Private Investor December 2011 - Present
American Friends of Heriot-Watt University September 2002 - September 2013
Hestan Consulting Group April 2010 - December 2011
Credit Suisse May 1995 - December 2009
Lehman Brothers 1983 - 1995
Chase Manhattan Bank 1977 - 1983
Institutional Money Management in the UK 1974 - 1977
Skills
Portfolio Management, Investments, Risk Management, Investment Banking, Equities, Financial Services, High Yield, Special Situations, Strategy, Mergers & Acquisitions, ., Hedge Funds, Capital Markets, Fixed Income, Management, Derivatives, Private Equity, Asset Management
Education
Heriot-Watt University 1970 — 1974
BA (Hons,upper second), Economics
Jonathan Feeney's Credit Suisse Experience July 2000 - July 2002
Job Principal at Athlos Research
Industry Financial Services
Experience
Athlos Research May 2014 - Present
Janney Montgomery Scott January 2009 - May 2014
CAGNY 2007 - 2014
Wells Fargo May 2003 - January 2009
SunTrust Robinson Humphrey July 2002 - May 2003
Credit Suisse July 2000 - July 2002
Lehman Brothers June 1997 - July 2000
Skills
Equities, Equity Research, Alternative Investments, Hedge Funds, Capital Markets, Bloomberg, Securities, Investment Strategies, Investments, Valuation, Financial Modeling, Series 7, Asset Management, Fixed Income, Private Equity, Asset Allocation, Mutual Funds, Investment Banking, Series 63, Portfolio Management
Education
Harvard College 1993 — 1997
Bachelor of Arts (B.A.), Government
Athlos Research May 2014 - Present
Janney Montgomery Scott January 2009 - May 2014
CAGNY 2007 - 2014
Wells Fargo May 2003 - January 2009
SunTrust Robinson Humphrey July 2002 - May 2003
Credit Suisse July 2000 - July 2002
Lehman Brothers June 1997 - July 2000
Skills
Equities, Equity Research, Alternative Investments, Hedge Funds, Capital Markets, Bloomberg, Securities, Investment Strategies, Investments, Valuation, Financial Modeling, Series 7, Asset Management, Fixed Income, Private Equity, Asset Allocation, Mutual Funds, Investment Banking, Series 63, Portfolio Management
Education
Harvard College 1993 — 1997
Bachelor of Arts (B.A.), Government
Jeremy Georghiou Jeremy Georghiou's Credit Suisse Experience June 2006 - August 2006
Job IT Manager in the Financial Services Sector, International MBA
Industry Information Technology and Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments January 2009 - January 2013
Ready Applications January 2011 - December 2012
IBM June 2007 - January 2009
Plexus November 2005 - October 2006
Credit Suisse June 2006 - August 2006
Sento September 2001 - November 2005
Skills
Software Development, Leadership, Dynatrace, Performance Tuning, Business Strategy, Entrepreneurship, Strategy, Technology Leadership, IT Strategy, Management, Testing, Mobile Applications, Business Development, Enterprise Architecture, Business Analysis, Java, BRMS, Agile Methodologies
Education
HEC School of Management / HEC Paris 2013 — 2014
Master of Business Administration (MBA), Strategy
New York University - Leonard N. Stern School of Business 2014 — 2014
Master of Business Administration (M.B.A.), Foreign Exchange, Specialization in Entrepreneurship and Innovation
North Carolina State University 2004 — 2007
BS, Computer Engineering
Durham Technical Community Col 2002 — 2004
University Transfer Program
ECPI 2001 — 2001
IT Diploma, Information Technology
Fidelity Investments July 2014 - Present
Fidelity Investments January 2009 - January 2013
Ready Applications January 2011 - December 2012
IBM June 2007 - January 2009
Plexus November 2005 - October 2006
Credit Suisse June 2006 - August 2006
Sento September 2001 - November 2005
Skills
Software Development, Leadership, Dynatrace, Performance Tuning, Business Strategy, Entrepreneurship, Strategy, Technology Leadership, IT Strategy, Management, Testing, Mobile Applications, Business Development, Enterprise Architecture, Business Analysis, Java, BRMS, Agile Methodologies
Education
HEC School of Management / HEC Paris 2013 — 2014
Master of Business Administration (MBA), Strategy
New York University - Leonard N. Stern School of Business 2014 — 2014
Master of Business Administration (M.B.A.), Foreign Exchange, Specialization in Entrepreneurship and Innovation
North Carolina State University 2004 — 2007
BS, Computer Engineering
Durham Technical Community Col 2002 — 2004
University Transfer Program
ECPI 2001 — 2001
IT Diploma, Information Technology
Setenay Gel's Credit Suisse Experience August 2015 - Present
Job Investment Banking Summer Analyst at Credit Suisse
Industry
Experience
Credit Suisse August 2015 - Present
TEPAV Economic Policy Research Foundation of Turkey June 2015 - July 2015
Harvard University September 2014 - May 2015
EY July 2014 - August 2014
Radcliffe Institute for Advanced Study at Harvard University September 2013 - May 2014
Sabanci University June 2013 - August 2013
Bogazici University June 2011 - August 2011
Skills
Financial Statements, Financial Accounting, C, Economics, Accordion, Event Planning, Data Analysis, Quantitative Research, Team Leadership, Stata, Microsoft Office, Teamwork, English, Statistics, Leadership
Education
Harvard University 2013 — 2017
Bachelor of Arts (BA), Economics
Robert College 2008 — 2013
Credit Suisse August 2015 - Present
TEPAV Economic Policy Research Foundation of Turkey June 2015 - July 2015
Harvard University September 2014 - May 2015
EY July 2014 - August 2014
Radcliffe Institute for Advanced Study at Harvard University September 2013 - May 2014
Sabanci University June 2013 - August 2013
Bogazici University June 2011 - August 2011
Skills
Financial Statements, Financial Accounting, C, Economics, Accordion, Event Planning, Data Analysis, Quantitative Research, Team Leadership, Stata, Microsoft Office, Teamwork, English, Statistics, Leadership
Education
Harvard University 2013 — 2017
Bachelor of Arts (BA), Economics
Robert College 2008 — 2013
Connie Francabandera, CPA's Credit Suisse Experience 2010 - October 2012
Job Accounting and Compensation Professional
Industry Banking
Experience
Morgan Stanley December 2012 - Present
Morgan Stanley November 2012 - Present
Credit Suisse 2010 - October 2012
Credit Suisse 2001 - 2010
Credit Suisse 1988 - 2001
KPMG August 1985 - June 1988
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting
Tappan Zee High School
Morgan Stanley December 2012 - Present
Morgan Stanley November 2012 - Present
Credit Suisse 2010 - October 2012
Credit Suisse 2001 - 2010
Credit Suisse 1988 - 2001
KPMG August 1985 - June 1988
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting
Tappan Zee High School
Moji Balogun, MBA, PMP's Credit Suisse Experience November 2009 - April 2011
Job Program Manager at SAS
Industry Computer Software
Experience
SAS June 2011 - Present
SAS May 2013 - Present
Credit Suisse November 2009 - April 2011
Credit Suisse July 2007 - April 2011
Wake County April 2004 - May 2007
medi USA; http://www.mediusa.com/ January 1999 - April 2004
Skills
Process Improvement, Open Source, ITIL Certified, SDLC, Virtualization, Cross-functional Team..., Project Management, Program Management, Project Management Tools, Project Manager..., MS Project, Atlassian JIRA, Confluence, Network Administration, Agile Project Management, Visio, Security, Management, Business Analysis, Strategy, Unix, Business Process, Linux, Six Sigma, Analysis, IT Strategy, Troubleshooting, Networking, IT Management, PMP, Vendor Management, Integration, Business Intelligence, Data Warehousing
Education
North Carolina State University - College of Management 2004 — 2007
MBA, Supply Chain Management, Services Management
High Point University 2000 — 2002
BSc, Computer Information Systems, Information Technology
London South Bank University 1998 — 2000
Associate's degree, Computer Information Science
SAS June 2011 - Present
SAS May 2013 - Present
Credit Suisse November 2009 - April 2011
Credit Suisse July 2007 - April 2011
Wake County April 2004 - May 2007
medi USA; http://www.mediusa.com/ January 1999 - April 2004
Skills
Process Improvement, Open Source, ITIL Certified, SDLC, Virtualization, Cross-functional Team..., Project Management, Program Management, Project Management Tools, Project Manager..., MS Project, Atlassian JIRA, Confluence, Network Administration, Agile Project Management, Visio, Security, Management, Business Analysis, Strategy, Unix, Business Process, Linux, Six Sigma, Analysis, IT Strategy, Troubleshooting, Networking, IT Management, PMP, Vendor Management, Integration, Business Intelligence, Data Warehousing
Education
North Carolina State University - College of Management 2004 — 2007
MBA, Supply Chain Management, Services Management
High Point University 2000 — 2002
BSc, Computer Information Systems, Information Technology
London South Bank University 1998 — 2000
Associate's degree, Computer Information Science
William Hill, CFA William Hill, CFA's Credit Suisse Experience August 1999 - October 2010
Job Financial Services Professional
Industry Financial Services
Experience
The PrinceRidge Group 2011 - 2011
Credit Suisse August 1999 - October 2010
Colonial Management Associates November 1996 - June 1999
Putnam Investments July 1991 - October 1996
Skills
Structured Products, ABS, Securitization, Investments, Capital Markets, CDO, Investment Management, CMBS, Fixed Income Analysis, Fixed Income Portfolio..., RMBS, Mutual Funds, Chartered Financial..., Real Estate, Investment Strategies, Microsoft Excel, Bloomberg, PowerPoint, Intex, Microsoft Word
Education
University of Chicago Graduate School of Business 1989 — 1991
Master of Business Administration (M.B.A.), Accounting and Finance
Harvard College 1981 — 1985
Bachelor of Arts (B.A.), English
The PrinceRidge Group 2011 - 2011
Credit Suisse August 1999 - October 2010
Colonial Management Associates November 1996 - June 1999
Putnam Investments July 1991 - October 1996
Skills
Structured Products, ABS, Securitization, Investments, Capital Markets, CDO, Investment Management, CMBS, Fixed Income Analysis, Fixed Income Portfolio..., RMBS, Mutual Funds, Chartered Financial..., Real Estate, Investment Strategies, Microsoft Excel, Bloomberg, PowerPoint, Intex, Microsoft Word
Education
University of Chicago Graduate School of Business 1989 — 1991
Master of Business Administration (M.B.A.), Accounting and Finance
Harvard College 1981 — 1985
Bachelor of Arts (B.A.), English
Ivan Faustinelli Ivan Faustinelli's Credit Suisse Experience July 2014 - Present
Job Associate Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2014 - Present
VIDRIO Financial LLC February 2014 - May 2014
NYU Stern School of Business August 2012 - May 2014
Credit Suisse June 2013 - August 2013
UBP September 2009 - December 2011
Swiss Air Force July 2008 - November 2008
Flagstone Re February 2008 - July 2008
Ringier Romandie - L'Hebdo July 2007 - August 2007
Federal Office of Metrology (METAS) July 2005 - September 2005
Skills
Hedge Funds, Private Banking, Quantitative Analytics, Valuation, Statistics, Corporate Finance, Fixed Income, Quantitative Finance, English, Data Analysis, French, Italian, VBA, German, Matlab, C++, Java, Programming, Software Development, Monte Carlo Simulation, Econometrics
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Specializations in Finance and Economics
HEC Lausanne - School of Business 2006 — 2008
Master, Actuarial Sciences
Technische Universität Wien 2005 — 2006
Physics
Swiss Federal Institute of Technology 2002 — 2005
Bachelor, Physics
Credit Suisse July 2014 - Present
VIDRIO Financial LLC February 2014 - May 2014
NYU Stern School of Business August 2012 - May 2014
Credit Suisse June 2013 - August 2013
UBP September 2009 - December 2011
Swiss Air Force July 2008 - November 2008
Flagstone Re February 2008 - July 2008
Ringier Romandie - L'Hebdo July 2007 - August 2007
Federal Office of Metrology (METAS) July 2005 - September 2005
Skills
Hedge Funds, Private Banking, Quantitative Analytics, Valuation, Statistics, Corporate Finance, Fixed Income, Quantitative Finance, English, Data Analysis, French, Italian, VBA, German, Matlab, C++, Java, Programming, Software Development, Monte Carlo Simulation, Econometrics
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Specializations in Finance and Economics
HEC Lausanne - School of Business 2006 — 2008
Master, Actuarial Sciences
Technische Universität Wien 2005 — 2006
Physics
Swiss Federal Institute of Technology 2002 — 2005
Bachelor, Physics
Patrick Enriquez Fischer Patrick Enriquez Fischer's Credit Suisse Experience February 2009 - May 2009
Job Associate at Brookfield Asset Management
Industry Financial Services
Experience
Brookfield Asset Management June 2015 - Present
Permian Investment Partners, LP January 2014 - August 2014
Morgan Stanley June 2010 - July 2013
Swiss Capital Group July 2009 - December 2009
Credit Suisse February 2009 - May 2009
Skills
Capital de inversión, Banca de inversión, Tasación, Investment Banking, Elaboración de modelos...
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing Program
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2005 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General
HEC Montréal
Exchange Semester
suizo
Brookfield Asset Management June 2015 - Present
Permian Investment Partners, LP January 2014 - August 2014
Morgan Stanley June 2010 - July 2013
Swiss Capital Group July 2009 - December 2009
Credit Suisse February 2009 - May 2009
Skills
Capital de inversión, Banca de inversión, Tasación, Investment Banking, Elaboración de modelos...
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing Program
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2005 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General
HEC Montréal
Exchange Semester
suizo
Kate O'Brien Nowak's Credit Suisse Experience October 2004 - July 2007
Job Director, Finance at Hampton Creek
Industry Consumer Goods
Experience
Hampton Creek August 2015 - Present
Solazyme, Inc. February 2015 - August 2015
Solazyme, Inc. March 2013 - January 2015
Solazyme, Inc. March 2011 - February 2013
Terra-Gen Power, LLC April 2010 - March 2011
Credit Suisse October 2004 - July 2007
Skills
Financial Modeling, Valuation, Due Diligence, Business Strategy, Strategy, Capital Markets, Financial Analysis, Strategic Planning, Renewable Energy, Start-ups, Business Development, Corporate Development, Venture Capital
Education
Harvard University 1999 — 2003
BA, Government
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
Hampton Creek August 2015 - Present
Solazyme, Inc. February 2015 - August 2015
Solazyme, Inc. March 2013 - January 2015
Solazyme, Inc. March 2011 - February 2013
Terra-Gen Power, LLC April 2010 - March 2011
Credit Suisse October 2004 - July 2007
Skills
Financial Modeling, Valuation, Due Diligence, Business Strategy, Strategy, Capital Markets, Financial Analysis, Strategic Planning, Renewable Energy, Start-ups, Business Development, Corporate Development, Venture Capital
Education
Harvard University 1999 — 2003
BA, Government
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
Steve Fuh CPA CFE MBA Steve Fuh CPA CFE MBA's Credit Suisse Experience July 1998 - July 2011
Job Chief Financial Officer at Heritage Education Funds Inc.
Industry Banking
Experience
Heritage Education Funds Inc. December 2011 - Present
Credit Suisse July 1998 - July 2011
Gordon Capital June 1996 - July 1998
KPMG May 1993 - June 1996
Skills
Financial Analysis, Fixed Income, Capital Markets, Corporate Finance, Financial Risk, Risk Management, Banking, Portfolio Management, Real Estate, Derivatives, Real Estate Transactions, Investment Banking, Strategic Financial..., Asset Management, Securities, Investments, Finance, Financial Modeling, Mutual Funds, Valuation, Equities, Wealth Management, Financial Services, Bloomberg, Private Equity, Hedge Funds
Education
Heriot-Watt University 2004 — 2006
MBA, Management
University of Windsor 1992 — 1993
BComm, Accounting
The University of Western Ontario 1988 — 1991
BA, Economics
University of Illinois at Urbana-Champaign
CPA
Heritage Education Funds Inc. December 2011 - Present
Credit Suisse July 1998 - July 2011
Gordon Capital June 1996 - July 1998
KPMG May 1993 - June 1996
Skills
Financial Analysis, Fixed Income, Capital Markets, Corporate Finance, Financial Risk, Risk Management, Banking, Portfolio Management, Real Estate, Derivatives, Real Estate Transactions, Investment Banking, Strategic Financial..., Asset Management, Securities, Investments, Finance, Financial Modeling, Mutual Funds, Valuation, Equities, Wealth Management, Financial Services, Bloomberg, Private Equity, Hedge Funds
Education
Heriot-Watt University 2004 — 2006
MBA, Management
University of Windsor 1992 — 1993
BComm, Accounting
The University of Western Ontario 1988 — 1991
BA, Economics
University of Illinois at Urbana-Champaign
CPA
Alexei Djalagonia's Credit Suisse Experience June 2009 - August 2009
Job Analyst at Indigo Capital Partners
Industry Investment Management
Experience
Indigo Capital Partners March 2014 - March 2015
Endemic Capital 2014 - 2015
MetLife September 2013 - February 2014
VTB Capital May 2012 - August 2012
Credit Suisse June 2009 - August 2009
Citigroup June 2008 - August 2008
Skills
Investments, Valuation, Finance, Financial Analysis, Due Diligence, Mergers & Acquisitions, Financial Modeling, Venture Capital, Private Equity
Education
Hofstra University 2009 — 2011
B.B.A., Finance
Southern Utah University 2006 — 2008
Bachelor of Science (B.S.), Finance
Indigo Capital Partners March 2014 - March 2015
Endemic Capital 2014 - 2015
MetLife September 2013 - February 2014
VTB Capital May 2012 - August 2012
Credit Suisse June 2009 - August 2009
Citigroup June 2008 - August 2008
Skills
Investments, Valuation, Finance, Financial Analysis, Due Diligence, Mergers & Acquisitions, Financial Modeling, Venture Capital, Private Equity
Education
Hofstra University 2009 — 2011
B.B.A., Finance
Southern Utah University 2006 — 2008
Bachelor of Science (B.S.), Finance
Josh Hollinger's Credit Suisse Experience July 2007 - February 2011
Job Director, Marketing Automation at AppNexus
Industry Online Media
Experience
AppNexus June 2015 - Present
Kaltura October 2011 - June 2015
Credit Suisse July 2007 - February 2011
Coventry October 2006 - July 2007
Crothall Healthcare October 2004 - September 2006
Skills
Strategic Partnerships, Salesforce.com, Digital Marketing, Start-ups, SaaS, Lead Generation, Business Development, Competitive Analysis, Digital Media, Marketing Strategy, Analytics, Product Marketing, Online Advertising, Digital Strategy, Product Management, Web Analytics, Online Marketing, E-commerce, Integrated Marketing
Education
Harvard University 2000 — 2004
BA, Government
Episcopal Academy 1986 — 2000
AppNexus June 2015 - Present
Kaltura October 2011 - June 2015
Credit Suisse July 2007 - February 2011
Coventry October 2006 - July 2007
Crothall Healthcare October 2004 - September 2006
Skills
Strategic Partnerships, Salesforce.com, Digital Marketing, Start-ups, SaaS, Lead Generation, Business Development, Competitive Analysis, Digital Media, Marketing Strategy, Analytics, Product Marketing, Online Advertising, Digital Strategy, Product Management, Web Analytics, Online Marketing, E-commerce, Integrated Marketing
Education
Harvard University 2000 — 2004
BA, Government
Episcopal Academy 1986 — 2000
JP Torres's Credit Suisse Experience 1990 - 1996
Job Media/Communications Director at US Pan Asian American Chamber of Commerce EF
Industry Nonprofit Organization Management
Experience
US Pan Asian American Chamber of Commerce - EF 2003 - Present
Atelier Media Group January 2001 - Present
Credit Suisse 1990 - 1996
Skills
Speechwriting, business..., Corporate Communications, Media Relations, Writing, Nonprofits, Consulting, Public Relations, Strategy, Social Media, Strategic Communications
Education
Harvard University 1996 — 1998
Post-graduate studies, International Relations and Affairs
International University of Japan 1988 — 1990
Masters in International Relations, Political Economy
US Pan Asian American Chamber of Commerce - EF 2003 - Present
Atelier Media Group January 2001 - Present
Credit Suisse 1990 - 1996
Skills
Speechwriting, business..., Corporate Communications, Media Relations, Writing, Nonprofits, Consulting, Public Relations, Strategy, Social Media, Strategic Communications
Education
Harvard University 1996 — 1998
Post-graduate studies, International Relations and Affairs
International University of Japan 1988 — 1990
Masters in International Relations, Political Economy
Jose Rodriguez-Villalobos's Credit Suisse Experience August 1989 - Present
Job Director at Credit Suisse
Industry Executive Office
Experience
Clarendon Street Partners, LLC August 1993 - Present
Credit Suisse August 1989 - Present
Skills
Strategic Planning, New Business Development, Marketing Strategy, Start-ups, Business Strategy, Public Speaking, Research, Sales Management, Budgets, Social Media, Operations Management, Marketing, Team Building, Healthcare, Entrepreneurship, Strategy
Education
Harvard University 1979 — 1983
A.B., Cum Laude, Economics
Clarendon Street Partners, LLC August 1993 - Present
Credit Suisse August 1989 - Present
Skills
Strategic Planning, New Business Development, Marketing Strategy, Start-ups, Business Strategy, Public Speaking, Research, Sales Management, Budgets, Social Media, Operations Management, Marketing, Team Building, Healthcare, Entrepreneurship, Strategy
Education
Harvard University 1979 — 1983
A.B., Cum Laude, Economics
Nathalie Dobeli, CFA Nathalie Dobeli, CFA's Credit Suisse Experience July 2014 - Present
Job Investment Banking Associate: Global Energy at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
UBS Investment Bank February 2010 - 2012
RBS Global Banking & Markets June 2008 - February 2010
BofA Merrill Lynch October 2006 - October 2007
JPMorganChase January 2006 - June 2006
Merrill Lynch January 2005 - June 2005
Skills
Derivatives, Swaps, Equities, Equity Derivatives, Bloomberg, Investment Banking, Financial Modeling, Trading, Financial Analysis
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
HEC Paris 2013 — 2013
Master of Business Administration (MBA), Strategy Track
Northeastern University 2004 — 2006
BBA, Finance and Management, 3.57
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
UBS Investment Bank February 2010 - 2012
RBS Global Banking & Markets June 2008 - February 2010
BofA Merrill Lynch October 2006 - October 2007
JPMorganChase January 2006 - June 2006
Merrill Lynch January 2005 - June 2005
Skills
Derivatives, Swaps, Equities, Equity Derivatives, Bloomberg, Investment Banking, Financial Modeling, Trading, Financial Analysis
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
HEC Paris 2013 — 2013
Master of Business Administration (MBA), Strategy Track
Northeastern University 2004 — 2006
BBA, Finance and Management, 3.57
Kenneth Wang Kan Kenneth Wang Kan's Credit Suisse Experience February 2013 - September 2014
Job Trader at Alphadyne Asset Management
Industry Banking
Experience
Alphadyne Asset Management October 2014 - Present
Credit Suisse February 2013 - September 2014
Singapore Air Force 2007 - 2009
Skills
Commodities trading, Derivatives, Equities trading, FX trading, R, Python, VBA, Speculation, Value Investing, SAS, Matlab, C
Education
Harvard University 2009 — 2012
Bachelor's degree, Statistics
Raffles Junior College 2005 — 2006
Alphadyne Asset Management October 2014 - Present
Credit Suisse February 2013 - September 2014
Singapore Air Force 2007 - 2009
Skills
Commodities trading, Derivatives, Equities trading, FX trading, R, Python, VBA, Speculation, Value Investing, SAS, Matlab, C
Education
Harvard University 2009 — 2012
Bachelor's degree, Statistics
Raffles Junior College 2005 — 2006
Michael Koenitzer Michael Koenitzer's Credit Suisse Experience 1987 - 2006
Job Project Management, Financial Services Industries at World Economic Forum
Industry Financial Services
Experience
World Economic Forum September 2012 - Present
Morgan Stanley July 2012 - August 2012
Koenitzer Partners Inc. 2007 - August 2012
BlackRock 2010 - 2011
Kreditanstalt fuer Wiederaufbau 2007 - 2008
NAB 2007 - 2007
Credit Suisse 1987 - 2006
Skills
Structured Finance, Investment Banking, Risk Management, Credit Risk, Securitization, Due Diligence, Restructuring, Management Consulting, Structured Products, Structuring, Risk, Financial Inclusion, Digital Inclusion, Social Impact, Capital Markets, Financial Risk, Portfolio Management, Valuation, Financial Structuring, Finance, Banking, Corporate Governance, Financial Services
Education
International Banking School 1990 — 1991
Executive Program, Finance
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1984 — 1987
Master of Science, Economics and Business Administration
Gymnase de Chamblandes 1981 — 1983
World Economic Forum September 2012 - Present
Morgan Stanley July 2012 - August 2012
Koenitzer Partners Inc. 2007 - August 2012
BlackRock 2010 - 2011
Kreditanstalt fuer Wiederaufbau 2007 - 2008
NAB 2007 - 2007
Credit Suisse 1987 - 2006
Skills
Structured Finance, Investment Banking, Risk Management, Credit Risk, Securitization, Due Diligence, Restructuring, Management Consulting, Structured Products, Structuring, Risk, Financial Inclusion, Digital Inclusion, Social Impact, Capital Markets, Financial Risk, Portfolio Management, Valuation, Financial Structuring, Finance, Banking, Corporate Governance, Financial Services
Education
International Banking School 1990 — 1991
Executive Program, Finance
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1984 — 1987
Master of Science, Economics and Business Administration
Gymnase de Chamblandes 1981 — 1983
Steve Vazquez Steve Vazquez's Credit Suisse Experience 2008 - 2011
Job Investment Officer at CalPERS
Industry Investment Management
Experience
CalPERS March 2012 - Present
Bank of America 2011 - 2012
Credit Suisse 2008 - 2011
Bank of America July 2005 - November 2007
Millennium Pharmaceuticals January 1996 - January 2002
Skills
Asset Management, Structured Credit, Portfolio Management, CLO, Fixed Income, Trading, Securities, Alternative Investments, Structured Products, Investments, Investment Banking, Capital Markets, Private Equity, Derivatives, Financial Structuring, Valuation, Structured Finance
Education
Harvard University
A.B., Computer Science
NYU Stern School of Business
MBA
CalPERS March 2012 - Present
Bank of America 2011 - 2012
Credit Suisse 2008 - 2011
Bank of America July 2005 - November 2007
Millennium Pharmaceuticals January 1996 - January 2002
Skills
Asset Management, Structured Credit, Portfolio Management, CLO, Fixed Income, Trading, Securities, Alternative Investments, Structured Products, Investments, Investment Banking, Capital Markets, Private Equity, Derivatives, Financial Structuring, Valuation, Structured Finance
Education
Harvard University
A.B., Computer Science
NYU Stern School of Business
MBA
Meg Kehan's Credit Suisse Experience January 2015 - Present
Job Securitized Products Asset Finance
Industry Investment Banking
Experience
Credit Suisse January 2015 - Present
Credit Suisse July 2012 - December 2014
Credit Suisse June 2011 - August 2011
Skills
PowerPoint, Microsoft Word
Education
Harvard University 2008 — 2012
B.A., Economics & Psychology
Credit Suisse January 2015 - Present
Credit Suisse July 2012 - December 2014
Credit Suisse June 2011 - August 2011
Skills
PowerPoint, Microsoft Word
Education
Harvard University 2008 — 2012
B.A., Economics & Psychology
Monika Robbins's Credit Suisse Experience March 2015 - Present
Job Equity Research Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2015 - Present
Sanford C. Bernstein June 2013 - March 2015
Credit Suisse June 2012 - August 2012
Credit Suisse June 2011 - August 2011
District Office, California State Senate President Pro TemDarrell Steinberg January 2010 - January 2010
Skills
Research, Editing, Social Media, Politics, Journalism, French, Public Policy, Public Speaking, Data Analysis, Event Planning, Community Outreach, Social Networking, Qualitative Research, Economics, Equity Research, Capital IQ
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Government
Mira Loma High School 2005 — 2009
International Baccaleureate, High School Diploma
Credit Suisse March 2015 - Present
Sanford C. Bernstein June 2013 - March 2015
Credit Suisse June 2012 - August 2012
Credit Suisse June 2011 - August 2011
District Office, California State Senate President Pro TemDarrell Steinberg January 2010 - January 2010
Skills
Research, Editing, Social Media, Politics, Journalism, French, Public Policy, Public Speaking, Data Analysis, Event Planning, Community Outreach, Social Networking, Qualitative Research, Economics, Equity Research, Capital IQ
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Government
Mira Loma High School 2005 — 2009
International Baccaleureate, High School Diploma
John E. Sawyer, CFA John E. Sawyer, CFA's Credit Suisse Experience August 1999 - February 2002
Job President at St Johns Investment Management Company, LLC
Industry Financial Services
Experience
St Johns Investment Management Company, LLC July 2014 - Present
JSIMCO, LLC April 2004 - Present
BBVA Compass February 2002 - March 2014
Credit Suisse August 1999 - February 2002
Morgan Keegan October 1996 - September 1998
First Tennessee Bank September 1993 - October 1996
Brown Gibbons Lang & Company May 1992 - October 1992
Education
London Business School
Financial Strategies Programme
Southern Methodist University - Cox School of Business 1996 — 1999
MBA
University of Tennessee-Knoxville - College of Business Administration 1989 — 1993
BSBA, Finance
The Webb School
St Johns Investment Management Company, LLC July 2014 - Present
JSIMCO, LLC April 2004 - Present
BBVA Compass February 2002 - March 2014
Credit Suisse August 1999 - February 2002
Morgan Keegan October 1996 - September 1998
First Tennessee Bank September 1993 - October 1996
Brown Gibbons Lang & Company May 1992 - October 1992
Education
London Business School
Financial Strategies Programme
Southern Methodist University - Cox School of Business 1996 — 1999
MBA
University of Tennessee-Knoxville - College of Business Administration 1989 — 1993
BSBA, Finance
The Webb School
Louise Geseron's Credit Suisse Experience May 1998 - April 2002
Job Directrice Développement Hypothécaire chez Banque Nationale
Industry Banking
Experience
Banque Nationale February 2013 - Present
RBC September 2002 - February 2013
Credit Suisse May 1998 - April 2002
Mission Permanente du Canada auprès de l'ONU September 1997 - May 1998
Banque Laurentienne du Canada May 1986 - May 1997
Skills
Banking, Management, Credit, Mortgage Lending, Loans, Credit Analysis, Residential Mortgages, Refinance, Retail Banking, Investments, Lines Of Credit, Emprunt immobilier..., Emprunt immobilier, Banque, Analyse de crédit, Crédit, Investissements, Emprunts, Banque de détail, Service client, Refinancement
Education
1991 — 1994
Finances
Jonh F Kennedy
Banque Nationale February 2013 - Present
RBC September 2002 - February 2013
Credit Suisse May 1998 - April 2002
Mission Permanente du Canada auprès de l'ONU September 1997 - May 1998
Banque Laurentienne du Canada May 1986 - May 1997
Skills
Banking, Management, Credit, Mortgage Lending, Loans, Credit Analysis, Residential Mortgages, Refinance, Retail Banking, Investments, Lines Of Credit, Emprunt immobilier..., Emprunt immobilier, Banque, Analyse de crédit, Crédit, Investissements, Emprunts, Banque de détail, Service client, Refinancement
Education
1991 — 1994
Finances
Jonh F Kennedy
Jose Quintana Osuna Jose Quintana Osuna's Credit Suisse Experience July 2014 - June 2015
Job Investment and Merchant Banking at LionTree
Industry Investment Banking
Experience
LionTree July 2015 - Present
Credit Suisse July 2014 - June 2015
Harvard University, John F. Kennedy School of Government August 2012 - June 2014
MIT Sloan School of Management August 2011 - June 2014
Credit Suisse June 2013 - August 2013
Cinepolis Corporativo July 2012 - August 2012
Evercore Partners September 2008 - January 2011
GEA GRUPO DE ECONOMISTAS Y ASOCIADOS March 2008 - August 2008
Skills
Financial Modeling, Econometrics, Corporate Finance, Private Equity, Valuation, Investment Banking, Due Diligence, Emerging Markets, Financial Analysis, Economics, Political Science, Finance, Equity Research, Equities, Capital Markets, Bloomberg, Venture Capital, Business Valuation, BJJ, RNC
Education
Harvard Kennedy School of Government 2012 — 2014
Master in Public Administration in International Development, Economics
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance
Instituto Tecnológico Autónomo de México 2003 — 2008
Bachelor of Science (B.S.), Economics
Instituto Tecnológico Autónomo de México 2003 — 2008
Bachelor of Arts (B.A.), Political Science
LionTree July 2015 - Present
Credit Suisse July 2014 - June 2015
Harvard University, John F. Kennedy School of Government August 2012 - June 2014
MIT Sloan School of Management August 2011 - June 2014
Credit Suisse June 2013 - August 2013
Cinepolis Corporativo July 2012 - August 2012
Evercore Partners September 2008 - January 2011
GEA GRUPO DE ECONOMISTAS Y ASOCIADOS March 2008 - August 2008
Skills
Financial Modeling, Econometrics, Corporate Finance, Private Equity, Valuation, Investment Banking, Due Diligence, Emerging Markets, Financial Analysis, Economics, Political Science, Finance, Equity Research, Equities, Capital Markets, Bloomberg, Venture Capital, Business Valuation, BJJ, RNC
Education
Harvard Kennedy School of Government 2012 — 2014
Master in Public Administration in International Development, Economics
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance
Instituto Tecnológico Autónomo de México 2003 — 2008
Bachelor of Science (B.S.), Economics
Instituto Tecnológico Autónomo de México 2003 — 2008
Bachelor of Arts (B.A.), Political Science
Mark Page Mark Page's Credit Suisse Experience July 2010 - February 2015
Job Chief Financial Officer at Macrocure (NASDAQ: MCUR)
Industry Biotechnology
Experience
Macrocure February 2015 - Present
Credit Suisse July 2010 - February 2015
Leerink Swann August 2009 - July 2010
Bank of America Merrill Lynch September 2001 - August 2009
Lehman Brothers July 1998 - June 1999
PAREXEL June 1997 - July 1998
Lehman Brothers August 1994 - May 1997
Skills
Strategy, Investment Banking, Healthcare, Valuation, Financial Modeling, Corporate Development, Restructuring, Mergers & Acquisitions, Due Diligence, Corporate Finance, Medicine, Private Equity, IPO, Financial Analysis, Clinical Research, Management
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Haverford College 1990 — 1994
BA, Economics
Macrocure February 2015 - Present
Credit Suisse July 2010 - February 2015
Leerink Swann August 2009 - July 2010
Bank of America Merrill Lynch September 2001 - August 2009
Lehman Brothers July 1998 - June 1999
PAREXEL June 1997 - July 1998
Lehman Brothers August 1994 - May 1997
Skills
Strategy, Investment Banking, Healthcare, Valuation, Financial Modeling, Corporate Development, Restructuring, Mergers & Acquisitions, Due Diligence, Corporate Finance, Medicine, Private Equity, IPO, Financial Analysis, Clinical Research, Management
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Haverford College 1990 — 1994
BA, Economics
Anastasiya Manet Anastasiya Manet's Credit Suisse Experience November 2014 - Present
Job Technical Account Manager at SAS Institute
Industry Information Technology and Services
Experience
SAS April 2015 - Present
Credit Suisse November 2014 - Present
Credit Suisse October 2013 - Present
Skills
Banking, Financial Analysis, Credit Analysis, Credit, Loans, Credit Risk, Finance, Commercial Lending, Commercial Banking, Investments, Portfolio Management, Financial Risk, Strategic Planning, Underwriting, Mortgage Lending
Education
Hawaii Pacific University 2010 — 2012
MBA, Finance
Hawaii Pacific University 2006 — 2009
BSBA, International Business
SAS April 2015 - Present
Credit Suisse November 2014 - Present
Credit Suisse October 2013 - Present
Skills
Banking, Financial Analysis, Credit Analysis, Credit, Loans, Credit Risk, Finance, Commercial Lending, Commercial Banking, Investments, Portfolio Management, Financial Risk, Strategic Planning, Underwriting, Mortgage Lending
Education
Hawaii Pacific University 2010 — 2012
MBA, Finance
Hawaii Pacific University 2006 — 2009
BSBA, International Business
Priscilla Jane Munoz Priscilla Jane Munoz's Credit Suisse Experience June 2000 - December 2001
Job Strategy & Operations Principal, Google Access at Google
Industry Information Technology and Services
Experience
Google October 2014 - Present
Google April 2010 - October 2014
McKinsey & Company June 2008 - April 2010
Freshfields Bruckhaus Deringer LLP March 2006 - May 2008
Freshfields Bruckhaus Deringer July 2005 - September 2005
McKinsey & Company May 2005 - July 2005
White & Case LLP June 2004 - August 2004
United Nations International Criminal Tribunal for Rwanda January 2004 - June 2004
Office of the Legal Advisor to the President of Eritrea May 2003 - December 2003
Credit Suisse June 2000 - December 2001
Skills
Private Equity, Corporate Governance, Mergers, Due Diligence, International Law, Corporate Finance, Litigation, Legal Research, Emerging Markets, Joint Ventures, Capital Markets, Legal Writing, Management Consulting, Investment Banking, Mergers & Acquisitions, Risk Management, Strategy
Education
Stanford University Law School 2002 — 2005
J.D., Law
Harvard University 1994 — 1999
A.B. cum laude, History w related fields in Economics
Google October 2014 - Present
Google April 2010 - October 2014
McKinsey & Company June 2008 - April 2010
Freshfields Bruckhaus Deringer LLP March 2006 - May 2008
Freshfields Bruckhaus Deringer July 2005 - September 2005
McKinsey & Company May 2005 - July 2005
White & Case LLP June 2004 - August 2004
United Nations International Criminal Tribunal for Rwanda January 2004 - June 2004
Office of the Legal Advisor to the President of Eritrea May 2003 - December 2003
Credit Suisse June 2000 - December 2001
Skills
Private Equity, Corporate Governance, Mergers, Due Diligence, International Law, Corporate Finance, Litigation, Legal Research, Emerging Markets, Joint Ventures, Capital Markets, Legal Writing, Management Consulting, Investment Banking, Mergers & Acquisitions, Risk Management, Strategy
Education
Stanford University Law School 2002 — 2005
J.D., Law
Harvard University 1994 — 1999
A.B. cum laude, History w related fields in Economics
Jules Mbu's Credit Suisse Experience May 2015 - Present
Job Investment Banking Summer Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2015 - Present
Harvard Economics Department - Intermediate Macroeconomics September 2014 - April 2015
Credit Suisse June 2014 - August 2014
Skills
Time Management, Communication, Microsoft Excel, Microsoft Word, PowerPoint, Soft Skills, Stata, Public Speaking, Statistics, Economics, Data Analysis, Research, Editing
Education
Harvard College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Credit Suisse May 2015 - Present
Harvard Economics Department - Intermediate Macroeconomics September 2014 - April 2015
Credit Suisse June 2014 - August 2014
Skills
Time Management, Communication, Microsoft Excel, Microsoft Word, PowerPoint, Soft Skills, Stata, Public Speaking, Statistics, Economics, Data Analysis, Research, Editing
Education
Harvard College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Tyler Heaggans Tyler Heaggans's Credit Suisse Experience July 2014 - Present
Job Passion for Business & Finance | Six Sigma Yellow Belt | Product Controller | Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse May 2013 - July 2014
Accelerando, Inc. June 2011 - June 2013
Huffman Paint & Wallcoverings August 2012 - May 2013
High Point University August 2012 - May 2013
High Point University August 2011 - May 2013
Inmar May 2012 - August 2012
High Point University August 2009 - May 2012
JDouglas October 2011 - October 2011
High Point University August 2010 - April 2011
Skills
Customer Service, Time Management, Sports, Inventory Management, Financial Reporting, Salesforce.com, Marketo, Radian6, Microsoft Office, Finance, Accounting, Financial Accounting, General Ledger, General Journal, Six Sigma, Yellow Belt, Administrative..., Organization &..., Business, Bookkeeping, Microsoft CRM, GreatPlains, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Public Speaking
Education
High Point University 2009 — 2013
B.S., Business Finance, Accounting, Sports Mgmt.
Statesville Senior High School 2005 — 2009
Diploma, College Prep
Credit Suisse July 2014 - Present
Credit Suisse May 2013 - July 2014
Accelerando, Inc. June 2011 - June 2013
Huffman Paint & Wallcoverings August 2012 - May 2013
High Point University August 2012 - May 2013
High Point University August 2011 - May 2013
Inmar May 2012 - August 2012
High Point University August 2009 - May 2012
JDouglas October 2011 - October 2011
High Point University August 2010 - April 2011
Skills
Customer Service, Time Management, Sports, Inventory Management, Financial Reporting, Salesforce.com, Marketo, Radian6, Microsoft Office, Finance, Accounting, Financial Accounting, General Ledger, General Journal, Six Sigma, Yellow Belt, Administrative..., Organization &..., Business, Bookkeeping, Microsoft CRM, GreatPlains, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Public Speaking
Education
High Point University 2009 — 2013
B.S., Business Finance, Accounting, Sports Mgmt.
Statesville Senior High School 2005 — 2009
Diploma, College Prep
Nicholas O'Mara's Credit Suisse Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - August 2015
SPAG Funds May 2014 - August 2014
SPAG Funds June 2013 - August 2013
AlphaPipe Inc. December 2012 - January 2013
Trinity Derivatives Group LLC June 2012 - July 2012
Accion Frontier Investments Group June 2011 - July 2011
Skills
Fixed Income, Valuation, Value Investing, Equity Research, Accounting, Financial Analysis, Bloomberg, Microsoft Excel, Options, Python, R
Education
Haverford College 2012 — 2016
Political Science, Economics
Riverdale Country School 2009 — 2012
Allen-Stevenson 1999 — 2009
Credit Suisse June 2015 - August 2015
SPAG Funds May 2014 - August 2014
SPAG Funds June 2013 - August 2013
AlphaPipe Inc. December 2012 - January 2013
Trinity Derivatives Group LLC June 2012 - July 2012
Accion Frontier Investments Group June 2011 - July 2011
Skills
Fixed Income, Valuation, Value Investing, Equity Research, Accounting, Financial Analysis, Bloomberg, Microsoft Excel, Options, Python, R
Education
Haverford College 2012 — 2016
Political Science, Economics
Riverdale Country School 2009 — 2012
Allen-Stevenson 1999 — 2009
Anuj Shah Anuj Shah's Credit Suisse Experience July 2013 - Present
Job Equity Research Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Pennsylvania Health Care Quality Alliance May 2011 - July 2011
Haverford College September 2010 - May 2011
Mentoring and Student Teaching Program January 2011 - April 2011
Alumni Relations and Annual Giving September 2009 - December 2010
University of Pennsylvania June 2010 - July 2010
Meghraj Capital Advisors May 2009 - June 2009
Skills
Financial Modeling, Data Analysis, Research, Economics, Valuation, Teaching, Stata, Quantitative Analytics, Econometrics, Statistics, Science, Mathematica, Series 7, Series 63, Series 86, Series 87, Microsoft Office, Microsoft Excel, Editing, PowerPoint, Social Media
Education
Haverford College 2009 — 2013
BA, Economics
University of Oxford 2011 — 2012
Visiting Student Programme, Economics and Politics
Jai Hind College 2007 — 2009
Higher Secondary Certificate, Science
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Pennsylvania Health Care Quality Alliance May 2011 - July 2011
Haverford College September 2010 - May 2011
Mentoring and Student Teaching Program January 2011 - April 2011
Alumni Relations and Annual Giving September 2009 - December 2010
University of Pennsylvania June 2010 - July 2010
Meghraj Capital Advisors May 2009 - June 2009
Skills
Financial Modeling, Data Analysis, Research, Economics, Valuation, Teaching, Stata, Quantitative Analytics, Econometrics, Statistics, Science, Mathematica, Series 7, Series 63, Series 86, Series 87, Microsoft Office, Microsoft Excel, Editing, PowerPoint, Social Media
Education
Haverford College 2009 — 2013
BA, Economics
University of Oxford 2011 — 2012
Visiting Student Programme, Economics and Politics
Jai Hind College 2007 — 2009
Higher Secondary Certificate, Science
Michael Belbeck's Credit Suisse Experience July 1997 - August 2002
Job General Partner at Holworthy Capital LP
Industry Financial Services
Experience
Holworthy Capital LLC January 2010 - Present
Sunrises Partners Limited Partnership, an entity affiliated with Paloma Partners March 2010 - December 2011
Vicis Capital LLC June 2007 - March 2010
Deutsche Bank September 2005 - June 2007
Credit Suisse July 1997 - August 2002
Skills
Portfolio Management, Equities, Options, Alternative Investments, Hedge Funds, Derivatives, Bloomberg, Fixed Income, Capital Markets, Trading, Equity Derivatives, Volatility, Asset Managment, Investments, Financial Markets, Proprietary Trading, Hedging, ETFs, Asset Management, Securities, Equity Trading, Structured Products, Credit Derivatives, Trading Systems, Trading Strategies, FX Options, Equity Research, Electronic Trading, Bonds, Commodity, Series 7, Prime Brokerage, Asset Allocation, Market Making, Fund Of Funds, Private Equity, Interest Rate..., Emerging Markets, Valuation, Swaps, Quantitative Finance, Global Macro, Financial Structuring, Investment Strategies, High Yield, Currency, Investment Management, Investment Banking, FX trading, FINRA
Education
Harvard College 1990 — 1994
AB, Economics
Holworthy Capital LLC January 2010 - Present
Sunrises Partners Limited Partnership, an entity affiliated with Paloma Partners March 2010 - December 2011
Vicis Capital LLC June 2007 - March 2010
Deutsche Bank September 2005 - June 2007
Credit Suisse July 1997 - August 2002
Skills
Portfolio Management, Equities, Options, Alternative Investments, Hedge Funds, Derivatives, Bloomberg, Fixed Income, Capital Markets, Trading, Equity Derivatives, Volatility, Asset Managment, Investments, Financial Markets, Proprietary Trading, Hedging, ETFs, Asset Management, Securities, Equity Trading, Structured Products, Credit Derivatives, Trading Systems, Trading Strategies, FX Options, Equity Research, Electronic Trading, Bonds, Commodity, Series 7, Prime Brokerage, Asset Allocation, Market Making, Fund Of Funds, Private Equity, Interest Rate..., Emerging Markets, Valuation, Swaps, Quantitative Finance, Global Macro, Financial Structuring, Investment Strategies, High Yield, Currency, Investment Management, Investment Banking, FX trading, FINRA
Education
Harvard College 1990 — 1994
AB, Economics
stanley mrose's Credit Suisse Experience November 2004 - September 2008
Job Managing Director, Algorithmic Trading (Rates) at RBS Global Banking & Markets
Industry Financial Services
Experience
RBS Global Banking & Markets July 2011 - Present
Element Capital September 2008 - July 2011
Credit Suisse November 2004 - September 2008
BNP Paribas July 1997 - November 2004
Skills
Quant, Trading Systems, Quantitative Finance, Quantitative Analysis, Interest Rate..., Stochastic Calculus, Risk Management, Financial Engineering, Fixed Income, Investment Banking, Modeling, Monte Carlo Simulation, Financial Modeling, Fixed Income Products, Swaps, Numerical Analysis, Hedging, Quantitative Research, Bonds, Options
Education
University of Cambridge 1993 — 1997
PhD, Applied Math, Computer Science
Tufts University - The Fletcher School of Law and Diplomacy 1985 — 1989
MALD, History, Economics, Diplomacy
Harvard University 1979 — 1983
BA, Physics
RBS Global Banking & Markets July 2011 - Present
Element Capital September 2008 - July 2011
Credit Suisse November 2004 - September 2008
BNP Paribas July 1997 - November 2004
Skills
Quant, Trading Systems, Quantitative Finance, Quantitative Analysis, Interest Rate..., Stochastic Calculus, Risk Management, Financial Engineering, Fixed Income, Investment Banking, Modeling, Monte Carlo Simulation, Financial Modeling, Fixed Income Products, Swaps, Numerical Analysis, Hedging, Quantitative Research, Bonds, Options
Education
University of Cambridge 1993 — 1997
PhD, Applied Math, Computer Science
Tufts University - The Fletcher School of Law and Diplomacy 1985 — 1989
MALD, History, Economics, Diplomacy
Harvard University 1979 — 1983
BA, Physics
Matthias Gerg's Credit Suisse Experience January 2011 - July 2011
Job MBA Candidate (Class of 2017) at The Wharton School | Consultant at The Boston Consulting Group (Educational Leave)
Industry Management Consulting
Experience
The Boston Consulting Group April 2015 - Present
The Boston Consulting Group September 2013 - March 2015
The Boston Consulting Group September 2012 - August 2013
Credit Suisse January 2011 - July 2011
McKinsey & Company July 2010 - August 2010
L'Oréal July 2009 - January 2010
Skills
Business Strategy, Intercultural Skills, Finance, Languages, Unternehmensberatung, Key Account Management, Finanzmodelle, Equities, Bloomberg, SAP BW, Microsoft Office, Management Consulting, Corporate Branding, Brand Loyalty, Retail, Apparel, CRM, OTC, Profitable Growth, Cost Planning, Rebranding, Repositioning, Due Diligence, Customer Service, Airports, Airlines, Financial Modeling, PMI, Asset Management, Cost Reduction..., OPEX, Business Transformation, Landscaping, Organizational Design, Group Reorganisations, Shared Services, Corporate Structure
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), MBA
Northeastern University 2008 — 2012
BSc International Business (double degree), Finance and Insurance, summa cum laude
Hochschule Reutlingen 2008 — 2012
BSc International Management (double degree), ESB Reutlingen
The Boston Consulting Group April 2015 - Present
The Boston Consulting Group September 2013 - March 2015
The Boston Consulting Group September 2012 - August 2013
Credit Suisse January 2011 - July 2011
McKinsey & Company July 2010 - August 2010
L'Oréal July 2009 - January 2010
Skills
Business Strategy, Intercultural Skills, Finance, Languages, Unternehmensberatung, Key Account Management, Finanzmodelle, Equities, Bloomberg, SAP BW, Microsoft Office, Management Consulting, Corporate Branding, Brand Loyalty, Retail, Apparel, CRM, OTC, Profitable Growth, Cost Planning, Rebranding, Repositioning, Due Diligence, Customer Service, Airports, Airlines, Financial Modeling, PMI, Asset Management, Cost Reduction..., OPEX, Business Transformation, Landscaping, Organizational Design, Group Reorganisations, Shared Services, Corporate Structure
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), MBA
Northeastern University 2008 — 2012
BSc International Business (double degree), Finance and Insurance, summa cum laude
Hochschule Reutlingen 2008 — 2012
BSc International Management (double degree), ESB Reutlingen
Dawn Cecil Henderson Dawn Cecil Henderson's Credit Suisse Experience August 2007 - June 2008
Job Global SDLC & Quality Management/ITIL/Process Engineering
Industry Information Technology and Services
Experience
LexisNexis December 2008 - Present
LexisNexis June 2011 - January 2012
LexisNexis December 2008 - June 2011
Credit Suisse August 2007 - June 2008
Software Quality Associates June 2006 - June 2007
Progress Energy February 2003 - June 2006
Strategic Resource Solutions (Division of Progress Energy) 2000 - 2002
Center for Creative Leadership July 1991 - June 2000
Skills
Change Management, Quality Management, Process Engineering, Center of Excellence, SDLC, Process Improvement, Cross-functional Team..., Integration, Project Management, Management, Vendor Management, Program Management, Strategy, ITIL, Quality Assurance, PMO
Education
High Point University 1997 — 2000
LexisNexis December 2008 - Present
LexisNexis June 2011 - January 2012
LexisNexis December 2008 - June 2011
Credit Suisse August 2007 - June 2008
Software Quality Associates June 2006 - June 2007
Progress Energy February 2003 - June 2006
Strategic Resource Solutions (Division of Progress Energy) 2000 - 2002
Center for Creative Leadership July 1991 - June 2000
Skills
Change Management, Quality Management, Process Engineering, Center of Excellence, SDLC, Process Improvement, Cross-functional Team..., Integration, Project Management, Management, Vendor Management, Program Management, Strategy, ITIL, Quality Assurance, PMO
Education
High Point University 1997 — 2000
Marie Chandoha's Credit Suisse Experience 1987 - 1997
Job Investment Management Executive
Industry Financial Services
Experience
Charles Schwab 2010 - Present
BlackRock 2009 - 2010
Barclays Global Investors 2007 - 2009
Wells Capital Management 1999 - 2007
Goldman Sachs 1997 - 1999
Credit Suisse 1987 - 1997
Morgan Stanley 1985 - 1987
Federal Reserve Bank of New York 1983 - 1985
Education
Harvard University 1979 — 1983
BA, Economics
Charles Schwab 2010 - Present
BlackRock 2009 - 2010
Barclays Global Investors 2007 - 2009
Wells Capital Management 1999 - 2007
Goldman Sachs 1997 - 1999
Credit Suisse 1987 - 1997
Morgan Stanley 1985 - 1987
Federal Reserve Bank of New York 1983 - 1985
Education
Harvard University 1979 — 1983
BA, Economics
Emily Feinberg, Ph.D. Emily Feinberg, Ph.D.'s Credit Suisse Experience September 2011 - April 2013
Job Manager, Talent Strategy & Performance Management at Federal Reserve Bank of New York
Industry Human Resources
Experience
Federal Reserve Bank of New York July 2014 - Present
Federal Reserve Bank of New York April 2013 - June 2014
Credit Suisse September 2011 - April 2013
University of Maryland, College Park September 2007 - February 2013
Peace Corps 2010 - 2012
Federal Reserve Bank of New York June 2010 - August 2011
University of Maryland, College Park August 2007 - May 2011
ICF International August 2006 - August 2008
PRIVATE September 2005 - August 2006
NORC May 2005 - August 2005
Skills
Organizational..., Leadership Development, Training, Change Management, Executive Development, Program Evaluation, Talent Management, Career Development, Interviews, Performance Management, Policy, Analysis, Qualitative Research, Executive Coaching, Leadership, Employee Training, Management Consulting, Microsoft Excel, Expatriate Management, Data Analysis, Organizational..., Predictive Analytics, Survey Design, Delegation
Education
University of Maryland College Park 2007 — 2013
Ph.D.
University of Maryland College Park 2007 — 2009
M.S.
Haverford College
B.A.
Temple University
Rome, Italy
Federal Reserve Bank of New York July 2014 - Present
Federal Reserve Bank of New York April 2013 - June 2014
Credit Suisse September 2011 - April 2013
University of Maryland, College Park September 2007 - February 2013
Peace Corps 2010 - 2012
Federal Reserve Bank of New York June 2010 - August 2011
University of Maryland, College Park August 2007 - May 2011
ICF International August 2006 - August 2008
PRIVATE September 2005 - August 2006
NORC May 2005 - August 2005
Skills
Organizational..., Leadership Development, Training, Change Management, Executive Development, Program Evaluation, Talent Management, Career Development, Interviews, Performance Management, Policy, Analysis, Qualitative Research, Executive Coaching, Leadership, Employee Training, Management Consulting, Microsoft Excel, Expatriate Management, Data Analysis, Organizational..., Predictive Analytics, Survey Design, Delegation
Education
University of Maryland College Park 2007 — 2013
Ph.D.
University of Maryland College Park 2007 — 2009
M.S.
Haverford College
B.A.
Temple University
Rome, Italy
Brian Talbot Brian Talbot's Credit Suisse Experience 2006 - 2009
Job Solution Delivery Manager, Head of QA / Testing at Dell Services, Harvard Pilgrim Health Care
Industry Hospital & Health Care
Experience
Dell Services November 2011 - Present
Dell Systems February 2010 - November 2011
The Morphic Group August 2009 - February 2010
Resources Global Professionals February 2006 - August 2009
Credit Suisse 2006 - 2009
Rapid Analysis Technology January 2005 - June 2008
National Productivity Institute December 2004 - July 2005
Ernst & Young November 2004 - December 2004
Ernst & Young + Consortium + Government April 2004 - November 2004
University of Cape Town January 2000 - March 2003
Skills
Business Analysis, Change Management, Project Management, Process Improvement, Strategy, Data Analysis, Databases, Access, Financial Services, Program Management, Integration, Product Management, Software Development, Business Process, Cross-functional Team..., Management, Requirements Analysis, Software Documentation, Project Portfolio..., Agile Methodologies, Systems Analysis, Analysis, SDLC, Testing, IT Management, Team Leadership, IT Service Management, Business Requirements, Enterprise Architecture, ITIL, Risk Management, Enterprise Software, Governance, Quality Assurance, PMP, Software Project..., IT Strategy, Start-ups, Business Process..., Vendor Management, PMO, Visio, Consulting, Process Engineering, Requirements Gathering, Agile Project Management
Education
Heriot-Watt University 1996 — 1998
MBA, International Trade & Finance
University of the Witwatersrand (South Africa) 1980 — 1983
BSc Chem Eng, Chemical Engineering
Dell Services November 2011 - Present
Dell Systems February 2010 - November 2011
The Morphic Group August 2009 - February 2010
Resources Global Professionals February 2006 - August 2009
Credit Suisse 2006 - 2009
Rapid Analysis Technology January 2005 - June 2008
National Productivity Institute December 2004 - July 2005
Ernst & Young November 2004 - December 2004
Ernst & Young + Consortium + Government April 2004 - November 2004
University of Cape Town January 2000 - March 2003
Skills
Business Analysis, Change Management, Project Management, Process Improvement, Strategy, Data Analysis, Databases, Access, Financial Services, Program Management, Integration, Product Management, Software Development, Business Process, Cross-functional Team..., Management, Requirements Analysis, Software Documentation, Project Portfolio..., Agile Methodologies, Systems Analysis, Analysis, SDLC, Testing, IT Management, Team Leadership, IT Service Management, Business Requirements, Enterprise Architecture, ITIL, Risk Management, Enterprise Software, Governance, Quality Assurance, PMP, Software Project..., IT Strategy, Start-ups, Business Process..., Vendor Management, PMO, Visio, Consulting, Process Engineering, Requirements Gathering, Agile Project Management
Education
Heriot-Watt University 1996 — 1998
MBA, International Trade & Finance
University of the Witwatersrand (South Africa) 1980 — 1983
BSc Chem Eng, Chemical Engineering
Nick Benton Nick Benton's Credit Suisse Experience May 2014 - August 2014
Job Software Developer
Industry Computer Software
Experience
Liberty Healthcare Management March 2015 - Present
United States Air Force August 2010 - Present
Credit Suisse May 2014 - August 2014
Skills
SQL, Java, Public Speaking, Leadership, Analysis, C++, Product Presentation, C#, .NET, JDBC
Education
University of North Carolina at Wilmington 2013 — 2015
Bachelor of Science (B.S.), Computer Science
High Point University 2007 — 2009
Liberty Healthcare Management March 2015 - Present
United States Air Force August 2010 - Present
Credit Suisse May 2014 - August 2014
Skills
SQL, Java, Public Speaking, Leadership, Analysis, C++, Product Presentation, C#, .NET, JDBC
Education
University of North Carolina at Wilmington 2013 — 2015
Bachelor of Science (B.S.), Computer Science
High Point University 2007 — 2009
Robert Joyce's Credit Suisse Experience February 2004 - Present
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse February 2004 - Present
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Bloomberg, Alternative Investments, Fixed Income
Education
Harvard University 1983 — 1987
AB
Boston College High School
Credit Suisse February 2004 - Present
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Bloomberg, Alternative Investments, Fixed Income
Education
Harvard University 1983 — 1987
AB
Boston College High School
Kirk Bork Kirk Bork's Credit Suisse Experience June 2010 - August 2010
Job Senior Associate at Red Ventures
Industry Financial Services
Experience
Red Ventures April 2015 - Present
Bank of America July 2013 - April 2015
Bank of America July 2012 - July 2013
Bank of America June 2011 - July 2012
Credit Suisse June 2010 - August 2010
North Carolina State University August 2008 - December 2008
Education
Wake Forest University Graduate School 2014 — 2016
Master of Business Administration (MBA), MBA
North Carolina State University - College of Management 2007 — 2011
Business Administration, Finance
Hochschule Bremen 2009 — 2009
Marketing, International Business
Red Ventures April 2015 - Present
Bank of America July 2013 - April 2015
Bank of America July 2012 - July 2013
Bank of America June 2011 - July 2012
Credit Suisse June 2010 - August 2010
North Carolina State University August 2008 - December 2008
Education
Wake Forest University Graduate School 2014 — 2016
Master of Business Administration (MBA), MBA
North Carolina State University - College of Management 2007 — 2011
Business Administration, Finance
Hochschule Bremen 2009 — 2009
Marketing, International Business
Jesse Blumberg Jesse Blumberg's Credit Suisse Experience January 2012 - June 2012
Job Interest Rate Derivative Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
Citi July 2013 - September 2014
Credit Suisse January 2012 - June 2012
UBS Wealth Management January 2011 - June 2011
Skills
Equities, Valuation, Financial Markets, Economics, Management, Financial Advisory, Financial Analysis, Investments, Bloomberg Terminal, Wealth Management, Sales, Time Management, Bloomberg, Investment Banking, Microsoft Excel, PowerPoint, Microsoft Office, DTC, Loanet, Factset
Education
Northeastern University 2009 — 2012
Bachelor of Science (BS), Economics
Hofstra University 2008 — 2008
Wells Fargo Securities September 2014 - Present
Citi July 2013 - September 2014
Credit Suisse January 2012 - June 2012
UBS Wealth Management January 2011 - June 2011
Skills
Equities, Valuation, Financial Markets, Economics, Management, Financial Advisory, Financial Analysis, Investments, Bloomberg Terminal, Wealth Management, Sales, Time Management, Bloomberg, Investment Banking, Microsoft Excel, PowerPoint, Microsoft Office, DTC, Loanet, Factset
Education
Northeastern University 2009 — 2012
Bachelor of Science (BS), Economics
Hofstra University 2008 — 2008
Wei-Jen Yuan Wei-Jen Yuan's Credit Suisse Experience April 2013 - Present
Job at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2013 - Present
Credit Suisse July 2012 - April 2013
Credit Suisse March 2011 - July 2012
Royal Bank of Scotland April 2010 - February 2011
Citigroup September 2009 - April 2010
Skills
Corporate Finance, Labor Economics, Capital Markets, Debt, Leveraged Finance, Investment Banking, Equities, Private Equity, Valuation, Banking, Loans, Financial Modeling, Bloomberg, Structured Finance, High Yield, Bonds, Credit Analysis, Fixed Income, Bloomberg Terminal, Financial Markets, Series 7, Financial Analysis, Business Valuation, Investment Strategies, DCF, Credit, Due Diligence, LBO, Securities, Economics, Capital IQ, Series 63, M, Finance
Education
Yale School of Music 2006 — 2009
Masters, Music
Harvard University 2002 — 2006
B.A., Economics
The Juilliard School 2001 — 2002
B.M., Piano/Music
Credit Suisse April 2013 - Present
Credit Suisse July 2012 - April 2013
Credit Suisse March 2011 - July 2012
Royal Bank of Scotland April 2010 - February 2011
Citigroup September 2009 - April 2010
Skills
Corporate Finance, Labor Economics, Capital Markets, Debt, Leveraged Finance, Investment Banking, Equities, Private Equity, Valuation, Banking, Loans, Financial Modeling, Bloomberg, Structured Finance, High Yield, Bonds, Credit Analysis, Fixed Income, Bloomberg Terminal, Financial Markets, Series 7, Financial Analysis, Business Valuation, Investment Strategies, DCF, Credit, Due Diligence, LBO, Securities, Economics, Capital IQ, Series 63, M, Finance
Education
Yale School of Music 2006 — 2009
Masters, Music
Harvard University 2002 — 2006
B.A., Economics
The Juilliard School 2001 — 2002
B.M., Piano/Music
David Casey's Credit Suisse Experience June 2008 - August 2008
Job Hedge Fund Analyst at Latigo Partners, L.P.
Industry Investment Banking
Experience
Latigo Partners, L.P. July 2014 - Present
J.P. Morgan March 2013 - Present
J.P. Morgan June 2010 - March 2013
Credit Suisse June 2008 - August 2008
Summit Partners March 2006 - May 2006
Education
Hobart and William Smith Colleges 2006 — 2010
Bachelor of Arts (B.A.), Economics
Buckingham Browne & Nichols
Latigo Partners, L.P. July 2014 - Present
J.P. Morgan March 2013 - Present
J.P. Morgan June 2010 - March 2013
Credit Suisse June 2008 - August 2008
Summit Partners March 2006 - May 2006
Education
Hobart and William Smith Colleges 2006 — 2010
Bachelor of Arts (B.A.), Economics
Buckingham Browne & Nichols
Jim Mulvey's Credit Suisse Experience June 1996 - September 2001
Job Co Founder at Laxceed
Industry Capital Markets
Experience
Laxceed January 2012 - Present
Harlem Lacrosse & Leadership August 2013 - August 2015
Barclays September 2001 - January 2012
Credit Suisse June 1996 - September 2001
Education
Hobart and William Smith Colleges 1979 — 1983
Bachelor's degree, Economics
Laxceed January 2012 - Present
Harlem Lacrosse & Leadership August 2013 - August 2015
Barclays September 2001 - January 2012
Credit Suisse June 1996 - September 2001
Education
Hobart and William Smith Colleges 1979 — 1983
Bachelor's degree, Economics
Josiah Edelblut's Credit Suisse Experience 2011 - 2011
Job Floater at Mystic Valley Regional Charter School
Industry Primary/Secondary Education
Experience
Mystic Valley Regional Charter School June 2015 - Present
Trinity School at Meadow View August 2013 - June 2015
Credit Suisse 2011 - 2011
Skills
Research, Public Speaking, Editing, Microsoft Word, Teaching, Microsoft Office, Word, Writing, English, Latin
Education
Hillsdale College 2009 — 2014
Bachelor of Arts (B.A.), Classical Studies, 3.86
Mystic Valley Regional Charter School June 2015 - Present
Trinity School at Meadow View August 2013 - June 2015
Credit Suisse 2011 - 2011
Skills
Research, Public Speaking, Editing, Microsoft Word, Teaching, Microsoft Office, Word, Writing, English, Latin
Education
Hillsdale College 2009 — 2014
Bachelor of Arts (B.A.), Classical Studies, 3.86
Tina S Glickman's Credit Suisse Experience May 2013 - June 2015
Job Senior Business Development Manager at Gust
Industry Computer Software
Experience
Gust June 2015 - Present
Credit Suisse May 2013 - June 2015
Credit Suisse May 2012 - August 2012
MFI Art Company Inc, art consulting firm specializing in corporate sales 2006 - 2009
Michael Ingbar Gallery 2006 - 2009
Skills
Cross-functional Team..., Strategic Planning, Management, Business Strategy, New Business Development, Management Consulting, Finance, Nonprofits, Budgets, Product Management, Sales, Advertising, Analysis, Business Development, Valuation, Strategy, Financial Analysis, Portfolio Management, Investments, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2013
MBA
HEC Paris 2012 — 2012
MBA International Exchange Program
University of the South 2002 — 2006
Bachelor of Arts, Anthropology (with honors); Fine Arts (drawing and sculpture)
Hixson High School 1998 — 2002
Gust June 2015 - Present
Credit Suisse May 2013 - June 2015
Credit Suisse May 2012 - August 2012
MFI Art Company Inc, art consulting firm specializing in corporate sales 2006 - 2009
Michael Ingbar Gallery 2006 - 2009
Skills
Cross-functional Team..., Strategic Planning, Management, Business Strategy, New Business Development, Management Consulting, Finance, Nonprofits, Budgets, Product Management, Sales, Advertising, Analysis, Business Development, Valuation, Strategy, Financial Analysis, Portfolio Management, Investments, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2013
MBA
HEC Paris 2012 — 2012
MBA International Exchange Program
University of the South 2002 — 2006
Bachelor of Arts, Anthropology (with honors); Fine Arts (drawing and sculpture)
Hixson High School 1998 — 2002
Ryan Isono's Credit Suisse Experience July 2015 - Present
Job Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Microsoft Word, Research, Data Analysis, Stata, Event Planning, Economics
Education
Harvard College 2011 — 2015
Bachelor's Degree, Economics
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Microsoft Word, Research, Data Analysis, Stata, Event Planning, Economics
Education
Harvard College 2011 — 2015
Bachelor's Degree, Economics
Fleur Massena Fleur Massena's Credit Suisse Experience June 2005 - August 2010
Job Group Account Director at Labelium
Industry Marketing and Advertising
Experience
Labelium USA October 2012 - Present
HEC Paris September 2010 - June 2012
Credit Suisse June 2005 - August 2010
Skills
Global Compensation, Data Modeling, Ad Hoc Reporting, Market Data, HRIS, Communication Skills, Quantitative Analytics, Qualitative Data, French, Search Engines, Marketing Strategy, Luxury Goods, Digital Marketing, SEM, Human Resources, Marketing, CRM, Project Management, Business Development, Strategy, Finance, Analysis
Education
HEC School of Management 2010 — 2012
MBA, Marketing (luxury)
New York University 2001 — 2005
BA, Economics, Pre-Business, French
Labelium USA October 2012 - Present
HEC Paris September 2010 - June 2012
Credit Suisse June 2005 - August 2010
Skills
Global Compensation, Data Modeling, Ad Hoc Reporting, Market Data, HRIS, Communication Skills, Quantitative Analytics, Qualitative Data, French, Search Engines, Marketing Strategy, Luxury Goods, Digital Marketing, SEM, Human Resources, Marketing, CRM, Project Management, Business Development, Strategy, Finance, Analysis
Education
HEC School of Management 2010 — 2012
MBA, Marketing (luxury)
New York University 2001 — 2005
BA, Economics, Pre-Business, French
Aditya Kharbanda's Credit Suisse Experience July 2014 - Present
Job Business Analyst A liaison between endusers and developers
Industry Computer Software
Experience
Credit Suisse July 2014 - Present
New York University September 2011 - May 2012
Skills
HTML5, CSS, JavaScript, jQuery, Hadoop, Adobe Creative Suite, Framerjs, PHP, Product Design, Front-end Development
Education
New York University 2011 — 2013
Masters, Information Systems, 3.46
Himachal Pradesh University 2006 — 2010
Bachelor of Technology, Information Technology, 74%
Credit Suisse July 2014 - Present
New York University September 2011 - May 2012
Skills
HTML5, CSS, JavaScript, jQuery, Hadoop, Adobe Creative Suite, Framerjs, PHP, Product Design, Front-end Development
Education
New York University 2011 — 2013
Masters, Information Systems, 3.46
Himachal Pradesh University 2006 — 2010
Bachelor of Technology, Information Technology, 74%
Joshua Zhang's Credit Suisse Experience June 2012 - August 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Credit Suisse June 2012 - August 2012
Knight Frank June 2011 - August 2011
Level One Bank June 2010 - August 2010
Skills
Data Analysis, Stata, Valuation, Equities, Bloomberg, Financial Modeling, Economics, Investment Banking, Microsoft Office, Bloomberg Terminal, R, Capital IQ
Education
Harvard University 2010 — 2014
Bachelor of Arts (BA), Economics
Harvard University
Goldman Sachs July 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Credit Suisse June 2012 - August 2012
Knight Frank June 2011 - August 2011
Level One Bank June 2010 - August 2010
Skills
Data Analysis, Stata, Valuation, Equities, Bloomberg, Financial Modeling, Economics, Investment Banking, Microsoft Office, Bloomberg Terminal, R, Capital IQ
Education
Harvard University 2010 — 2014
Bachelor of Arts (BA), Economics
Harvard University
Margarita Herrera's Credit Suisse Experience July 2015 - Present
Job Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse October 2013 - July 2015
State Street Corp. February 2011 - September 2012
Radius Bank July 2010 - February 2011
Radius Bank August 2008 - July 2010
Radius Bank October 2007 - August 2008
Skills
Portfolio Management, Equities, Fixed Income, Banking, Mutual Funds, Bloomberg, Risk Management, Finance, Investments, Derivatives, Financial Analysis, Corporate Finance, Analysis, Financial Risk, Hedge Funds, Microsoft Office, Competitive Analysis, Credit Analysis, Spanish-speaking, Valuation, Securities, Due Diligence, Strategic Financial..., Data Analysis, Asset Management, Economics, Financial Modeling, Cash Management, Commercial Banking, Financial Reporting, Mergers & Acquisitions, Cash Flow, Forecasting, Accounting, Entrepreneurship
Education
Harvard University 2011 — 2013
Master of Liberal Arts
University of Massachusetts Boston 2007 — 2010
Bachelor's degree
Credit Suisse July 2015 - Present
Credit Suisse October 2013 - July 2015
State Street Corp. February 2011 - September 2012
Radius Bank July 2010 - February 2011
Radius Bank August 2008 - July 2010
Radius Bank October 2007 - August 2008
Skills
Portfolio Management, Equities, Fixed Income, Banking, Mutual Funds, Bloomberg, Risk Management, Finance, Investments, Derivatives, Financial Analysis, Corporate Finance, Analysis, Financial Risk, Hedge Funds, Microsoft Office, Competitive Analysis, Credit Analysis, Spanish-speaking, Valuation, Securities, Due Diligence, Strategic Financial..., Data Analysis, Asset Management, Economics, Financial Modeling, Cash Management, Commercial Banking, Financial Reporting, Mergers & Acquisitions, Cash Flow, Forecasting, Accounting, Entrepreneurship
Education
Harvard University 2011 — 2013
Master of Liberal Arts
University of Massachusetts Boston 2007 — 2010
Bachelor's degree
Robert Bartorillo Robert Bartorillo's Credit Suisse Experience 2000 - 2006
Job Realtor at Prudential Poggi & Jones
Industry Real Estate
Experience
Prudential Poggi & Jones February 2008 - Present
Credit Suisse 2000 - 2006
DLJ 1999 - 2000
Education
Wilkes University 1995 — 1999
Bus. Admin/Finance
Harvard University 1998 — 1998
Economics
Prudential Poggi & Jones February 2008 - Present
Credit Suisse 2000 - 2006
DLJ 1999 - 2000
Education
Wilkes University 1995 — 1999
Bus. Admin/Finance
Harvard University 1998 — 1998
Economics
Nicole Parent Haughey's Credit Suisse Experience 2005 - 2010
Job Entrepreneur & Philanthropist
Industry Financial Services
Experience
United Technologies 2013 - 2015
Vertical Research Partners 2009 - 2013
Credit Suisse 2005 - 2010
Bank of America 2000 - 2005
Skills
Equities, Investments, Investment Banking, Capital Markets, Hedge Funds, Financial Modeling, Valuation, Asset Management
Education
Harvard University
Bachelor's degree, Economics
United Technologies 2013 - 2015
Vertical Research Partners 2009 - 2013
Credit Suisse 2005 - 2010
Bank of America 2000 - 2005
Skills
Equities, Investments, Investment Banking, Capital Markets, Hedge Funds, Financial Modeling, Valuation, Asset Management
Education
Harvard University
Bachelor's degree, Economics
Jonathan Rossi's Credit Suisse Experience July 2012 - August 2014
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2014 - Present
Credit Suisse July 2012 - August 2014
Skills
Fixed Income, Emerging Markets, Bloomberg, Derivatives, Economics, Series 7, Series 63
Education
Harvard University 2008 — 2012
B.A., Economics cum laude
Goldman Sachs August 2014 - Present
Credit Suisse July 2012 - August 2014
Skills
Fixed Income, Emerging Markets, Bloomberg, Derivatives, Economics, Series 7, Series 63
Education
Harvard University 2008 — 2012
B.A., Economics cum laude
David Minicola, B.Sc., MBA, PMP David Minicola, B.Sc., MBA, PMP's Credit Suisse Experience January 2002 - August 2003
Job Senior Project Manager / Procurement Specialist / Business Analyst
Industry Oil & Energy
Experience
Brookfield Renewable Energy Group February 2014 - Present
Bon Echo Consulting January 2004 - Present
Bank of Canada December 2012 - January 2014
Sustainable Development Technology Canada January 2011 - December 2012
Credit Suisse January 2002 - August 2003
Greyback Construction May 2001 - August 2001
Barclays Investment Bank September 1998 - April 2000
SWI Systemware (Software Engineering) January 1998 - January 2000
Wacker Chemie AG May 1997 - August 1997
Lakefield Research January 1994 - January 1997
Skills
Strategic Sourcing, Process Improvement, Project Management, Business Analysis, Sustainable Development, Financial Analysis, Management Consulting, Cleantech, Electric Utility, Oil & Gas Industry, Procurement, Business Planning, Analysis, ERP, Enterprise Content..., Agile Project Management, SAP PS, SharePoint
Education
HEC School of Management / HEC Paris 2001 — 2001
International MBA Exchange, Finance
The University of British Columbia 2000 — 2001
MBA, Strategic Management and Finance
University of Waterloo 1993 — 1998
B.Sc., Chemistry and Physics
University of Sussex 1996 — 1996
B.Sc. Exchange, Chemistry
Brookfield Renewable Energy Group February 2014 - Present
Bon Echo Consulting January 2004 - Present
Bank of Canada December 2012 - January 2014
Sustainable Development Technology Canada January 2011 - December 2012
Credit Suisse January 2002 - August 2003
Greyback Construction May 2001 - August 2001
Barclays Investment Bank September 1998 - April 2000
SWI Systemware (Software Engineering) January 1998 - January 2000
Wacker Chemie AG May 1997 - August 1997
Lakefield Research January 1994 - January 1997
Skills
Strategic Sourcing, Process Improvement, Project Management, Business Analysis, Sustainable Development, Financial Analysis, Management Consulting, Cleantech, Electric Utility, Oil & Gas Industry, Procurement, Business Planning, Analysis, ERP, Enterprise Content..., Agile Project Management, SAP PS, SharePoint
Education
HEC School of Management / HEC Paris 2001 — 2001
International MBA Exchange, Finance
The University of British Columbia 2000 — 2001
MBA, Strategic Management and Finance
University of Waterloo 1993 — 1998
B.Sc., Chemistry and Physics
University of Sussex 1996 — 1996
B.Sc. Exchange, Chemistry
Andy Walter Andy Walter's Credit Suisse Experience March 2010 - February 2011
Job Data Analytics Project Manager (Scrum Master) FCIU, AML at Ally Financial Inc.
Industry Information Technology and Services
Experience
Ally Financial Inc. April 2015 - Present
Cablevision November 2013 - December 2014
The Leukemia & Lymphoma Society October 2011 - October 2013
Credit Suisse March 2010 - February 2011
JetBlue Airways 2011 - 2011
Sugar Publishing April 2009 - March 2010
MBE- May 2005 - December 2008
Gartner June 2000 - May 2005
SAP AMERICA July 1995 - August 1999
Skills
Data Warehousing, Business Analysis, EAI, Project Implementation, Business Intelligence, ERP, Vendor Management, Requirements Analysis, SAP, Software Development, SQL, Architecture, Integration, Databases, IT Strategy, Cross-functional Team..., Program Management, IT Management, Management, Project Management, SDLC, Business Process, Strategy, PMO, CRM, Information Technology
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Management, Operations
Heidelberg University
DiplomPhysiker (Dipl.Phys), Physics
Kolleg St. Blasien
Ally Financial Inc. April 2015 - Present
Cablevision November 2013 - December 2014
The Leukemia & Lymphoma Society October 2011 - October 2013
Credit Suisse March 2010 - February 2011
JetBlue Airways 2011 - 2011
Sugar Publishing April 2009 - March 2010
MBE- May 2005 - December 2008
Gartner June 2000 - May 2005
SAP AMERICA July 1995 - August 1999
Skills
Data Warehousing, Business Analysis, EAI, Project Implementation, Business Intelligence, ERP, Vendor Management, Requirements Analysis, SAP, Software Development, SQL, Architecture, Integration, Databases, IT Strategy, Cross-functional Team..., Program Management, IT Management, Management, Project Management, SDLC, Business Process, Strategy, PMO, CRM, Information Technology
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Management, Operations
Heidelberg University
DiplomPhysiker (Dipl.Phys), Physics
Kolleg St. Blasien
Mitchell Strong Mitchell Strong's Credit Suisse Experience March 2014 - Present
Job at
Industry Banking
Experience
Credit Suisse March 2014 - Present
SECU August 2013 - February 2014
North Carolina State University April 2013 - August 2013
Marbles Kids Museum March 2012 - August 2013
Social Security Administration July 2008 - October 2010
Skills
Customer Satisfaction, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Time Management, Leadership, Yellow Belt
Education
North Carolina State University 2010 — 2013
High Point University 2009 — 2010
Credit Suisse March 2014 - Present
SECU August 2013 - February 2014
North Carolina State University April 2013 - August 2013
Marbles Kids Museum March 2012 - August 2013
Social Security Administration July 2008 - October 2010
Skills
Customer Satisfaction, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Time Management, Leadership, Yellow Belt
Education
North Carolina State University 2010 — 2013
High Point University 2009 — 2010
Sacha Litman Sacha Litman's Credit Suisse Experience June 2001 - August 2001
Job Managing Director at Measuring Success: Data Scientist, Client Development Executive, Strategic Thought Leader
Industry Management Consulting
Experience
Measuring Success, LLC August 2003 - Present
Kellogg Executive Education 2012 - Present
Georgetown University School of Continuing Studies April 2014 - Present
Credit Suisse June 2001 - August 2001
Hillel August 1998 - June 2000
McKinsey & Company October 1996 - August 1998
Skills
Non-profits, Strategy, Data Analysis, Program Management, Leadership, Project Management, Sustainability, Team Building, Start-ups, Project Planning, Analytics, Management Consulting, Business Strategy, Analysis, Program Evaluation, Research, Competitive Analysis, Coaching, Organizational..., Program Development, Nonprofits, Recruiting, Consulting, Community Outreach, Public Speaking, Management, Market Research, Strategic Planning, Workshop Facilitation, Financial Modeling, Social Media, Leadership Development, Entrepreneurship, Marketing Strategy, Fundraising, Business Development
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Master of Business Administration (M.B.A.), Concentration in Statistics and Finance, 3.98, Highest Distinction
Harvard Kennedy School of Government 2001 — 2003
Master’s Degree, Master in Public Administration
Yale University 1991 — 1995
Bachelor’s Degree, Applied Mathematics and Computer Science, 3.88, summa cum laude, Phi Beta Kappa (elected junior year)
Horace Mann 1987 — 1991
High School, #1 rank in class
Pardes Institute of Jewish Education 1995 — 1996
Jewish/Judaic Studies
Measuring Success, LLC August 2003 - Present
Kellogg Executive Education 2012 - Present
Georgetown University School of Continuing Studies April 2014 - Present
Credit Suisse June 2001 - August 2001
Hillel August 1998 - June 2000
McKinsey & Company October 1996 - August 1998
Skills
Non-profits, Strategy, Data Analysis, Program Management, Leadership, Project Management, Sustainability, Team Building, Start-ups, Project Planning, Analytics, Management Consulting, Business Strategy, Analysis, Program Evaluation, Research, Competitive Analysis, Coaching, Organizational..., Program Development, Nonprofits, Recruiting, Consulting, Community Outreach, Public Speaking, Management, Market Research, Strategic Planning, Workshop Facilitation, Financial Modeling, Social Media, Leadership Development, Entrepreneurship, Marketing Strategy, Fundraising, Business Development
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Master of Business Administration (M.B.A.), Concentration in Statistics and Finance, 3.98, Highest Distinction
Harvard Kennedy School of Government 2001 — 2003
Master’s Degree, Master in Public Administration
Yale University 1991 — 1995
Bachelor’s Degree, Applied Mathematics and Computer Science, 3.88, summa cum laude, Phi Beta Kappa (elected junior year)
Horace Mann 1987 — 1991
High School, #1 rank in class
Pardes Institute of Jewish Education 1995 — 1996
Jewish/Judaic Studies
Fausto Lucero's Credit Suisse Experience September 2007 - September 2011
Job Managing Director at Mitsubishi UFJ Financial Group
Industry Investment Banking
Experience
Mitsubishi UFJ Financial Group, Inc. October 2011 - Present
Credit Suisse September 2007 - September 2011
JPMorgan October 2004 - September 2007
ABN AMRO Bank N.V. June 2003 - September 2004
ABN AMRO Bank N.V. October 1997 - May 2001
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA
HEC School of Management / HEC Paris 2002 — 2002
International Business Exhange Program with University of Chicago
Universidad San Francisco de Quito 1993 — 1997
Bachelor of Arts
Mitsubishi UFJ Financial Group, Inc. October 2011 - Present
Credit Suisse September 2007 - September 2011
JPMorgan October 2004 - September 2007
ABN AMRO Bank N.V. June 2003 - September 2004
ABN AMRO Bank N.V. October 1997 - May 2001
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA
HEC School of Management / HEC Paris 2002 — 2002
International Business Exhange Program with University of Chicago
Universidad San Francisco de Quito 1993 — 1997
Bachelor of Arts
Billy Pekin's Credit Suisse Experience August 2000 - May 2001
Job Senior Vice President & Portfolio Manager, Pekin Singer Strauss Asset Mngmt
Industry Investment Management
Experience
Pekin Singer Strauss Asset Management 2001 - Present
Credit Suisse August 2000 - May 2001
Donaldson, Lufkin & Jenrette June 1996 - August 1999
MetLife / MetLife Investment Management Co. 1993 - 1996
Skills
Investments, Due Diligence, Valuation, Asset Managment, Financial Modeling, Financial Analysis, Portfolio Management, Securities, Equities, Corporate Finance, Equity Research, Capital Markets, Investment Management, Fixed Income, Investment Banking, Asset Management, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Haverford College 1989 — 1993
Bachelor of Arts (B.A.), History
Pekin Singer Strauss Asset Management 2001 - Present
Credit Suisse August 2000 - May 2001
Donaldson, Lufkin & Jenrette June 1996 - August 1999
MetLife / MetLife Investment Management Co. 1993 - 1996
Skills
Investments, Due Diligence, Valuation, Asset Managment, Financial Modeling, Financial Analysis, Portfolio Management, Securities, Equities, Corporate Finance, Equity Research, Capital Markets, Investment Management, Fixed Income, Investment Banking, Asset Management, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Haverford College 1989 — 1993
Bachelor of Arts (B.A.), History
Maria Reimels's Credit Suisse Experience June 2010 - August 2010
Job Consultant, Financial Services
Industry Financial Services
Experience
First Manhattan Consulting Group 2013 - 2014
The Boston Consulting Group April 2012 - June 2012
Credit Suisse June 2010 - August 2010
Silver Bay Advisors 2008 - 2009
First Manhattan Consulting Group 2005 - 2008
Grupo Santander June 2004 - August 2004
Education
London Business School 2009 — 2011
MBA
HEC School of Management 2010 — 2010
MBA, International Exchange Programme
Princeton University 2001 — 2005
A.B., Economics, Certificates in Finance and Spanish
First Manhattan Consulting Group 2013 - 2014
The Boston Consulting Group April 2012 - June 2012
Credit Suisse June 2010 - August 2010
Silver Bay Advisors 2008 - 2009
First Manhattan Consulting Group 2005 - 2008
Grupo Santander June 2004 - August 2004
Education
London Business School 2009 — 2011
MBA
HEC School of Management 2010 — 2010
MBA, International Exchange Programme
Princeton University 2001 — 2005
A.B., Economics, Certificates in Finance and Spanish
Michael E. Gray, CFA's Credit Suisse Experience 2004 - 2006
Job Managing Director at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank (Global Wealth Management) August 2015 - Present
Private August 2013 - August 2015
Hartford Investment Management Company September 2006 - July 2013
Credit Suisse 2004 - 2006
Deutsche Asset Management 2002 - 2004
UBS Warburg Ltd 1999 - 2002
MFS Investment Management 1996 - 1999
Conseco Capital Management (CCM) 1993 - 1996
Salem Cooperative Bank 1994 - 1995
Commonwealth of Massachusetts - Division of Banks 1991 - 1993
Skills
Fixed Income, Portfolio Management, Investments, Credit, Investment Strategies, Investment Banking, Bonds, Mutual Funds, Investment Management, Asset Allocation, Fixed Income Analysis, Asset Management, Fixed Income Portfolio..., Securities, Alternative Investments, Hedge Funds, Capital Markets, Finance, Institutional..., Emerging Markets, Financial Risk, High Yield, Credit Derivatives, Bloomberg, Equities, Investment Strategy, Leveraged Finance, Institutional Asset..., Sovereign Wealth Funds, Credit Research, Credit Products, Derivatives, Financial Modeling, Corporate Strategy..., Strategic Leadership, Executive Management
Education
Harvard University, John F. Kennedy School of Government
Executive Education Program, Investment Decisions & Behavioral Finance
Tufts University 1986 — 1990
BA, English
Quincy High School 1982 — 1986
High School Diploma, College Preparatory, Honors
J.P. Morgan Private Bank (Global Wealth Management) August 2015 - Present
Private August 2013 - August 2015
Hartford Investment Management Company September 2006 - July 2013
Credit Suisse 2004 - 2006
Deutsche Asset Management 2002 - 2004
UBS Warburg Ltd 1999 - 2002
MFS Investment Management 1996 - 1999
Conseco Capital Management (CCM) 1993 - 1996
Salem Cooperative Bank 1994 - 1995
Commonwealth of Massachusetts - Division of Banks 1991 - 1993
Skills
Fixed Income, Portfolio Management, Investments, Credit, Investment Strategies, Investment Banking, Bonds, Mutual Funds, Investment Management, Asset Allocation, Fixed Income Analysis, Asset Management, Fixed Income Portfolio..., Securities, Alternative Investments, Hedge Funds, Capital Markets, Finance, Institutional..., Emerging Markets, Financial Risk, High Yield, Credit Derivatives, Bloomberg, Equities, Investment Strategy, Leveraged Finance, Institutional Asset..., Sovereign Wealth Funds, Credit Research, Credit Products, Derivatives, Financial Modeling, Corporate Strategy..., Strategic Leadership, Executive Management
Education
Harvard University, John F. Kennedy School of Government
Executive Education Program, Investment Decisions & Behavioral Finance
Tufts University 1986 — 1990
BA, English
Quincy High School 1982 — 1986
High School Diploma, College Preparatory, Honors
Glenn Antkowiak's Credit Suisse Experience April 2011 - February 2014
Job Manager at Monticello Consulting Group
Industry Financial Services
Experience
Monticello Consulting Group February 2014 - Present
Credit Suisse April 2011 - February 2014
Barclays Capital October 2005 - April 2011
Skills
Project Management, Strategy, Management, Strategic Planning, PMP, Financial Modeling, Financial Analysis, Business Analysis, Risk Management, Data Analysis, Banking, Analysis, Finance, Management Consulting, SDLC, Program Management
Education
NYU 2011 — 2015
Master of Business Administration (MBA)
Haverford College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Monticello Consulting Group February 2014 - Present
Credit Suisse April 2011 - February 2014
Barclays Capital October 2005 - April 2011
Skills
Project Management, Strategy, Management, Strategic Planning, PMP, Financial Modeling, Financial Analysis, Business Analysis, Risk Management, Data Analysis, Banking, Analysis, Finance, Management Consulting, SDLC, Program Management
Education
NYU 2011 — 2015
Master of Business Administration (MBA)
Haverford College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Adam Mace's Credit Suisse Experience August 2015 - Present
Job Financial Advisor at Credit Suisse
Industry Investment Management
Experience
Credit Suisse August 2015 - Present
Credit Suisse September 2008 - August 2015
Lehman Brothers June 2006 - September 2008
Education
Hobart and William Smith Colleges 2002 — 2006
Bachelors, Economics
The Lawrenceville School
Credit Suisse August 2015 - Present
Credit Suisse September 2008 - August 2015
Lehman Brothers June 2006 - September 2008
Education
Hobart and William Smith Colleges 2002 — 2006
Bachelors, Economics
The Lawrenceville School
Shafiq Islam's Credit Suisse Experience January 1995 - December 1996
Job Independent Economic Consultant
Industry International Trade and Development
Experience
Credit Suisse January 1995 - December 1996
Council on Foreign Relations August 1987 - December 1993
Federal Reserve Bank of New York January 1986 - June 1987
Federal Reserve Bank of New York December 1980 - January 1986
George Washington University September 1979 - December 1980
Skills
International..., Economics, Policy Analysis, International Relations, Public Policy, Private Equity, Strategy, Entrepreneurship, Foreign Policy, Management Consulting, Policy, Emerging Markets, Government, Strategic Communications, Politics, Qualitative Research, Research
Education
Harvard University 1974 — 1979
Ph.D., Economics
University of Missouri-Columbia 1972 — 1974
B.A., Economics, Mathematics
Credit Suisse January 1995 - December 1996
Council on Foreign Relations August 1987 - December 1993
Federal Reserve Bank of New York January 1986 - June 1987
Federal Reserve Bank of New York December 1980 - January 1986
George Washington University September 1979 - December 1980
Skills
International..., Economics, Policy Analysis, International Relations, Public Policy, Private Equity, Strategy, Entrepreneurship, Foreign Policy, Management Consulting, Policy, Emerging Markets, Government, Strategic Communications, Politics, Qualitative Research, Research
Education
Harvard University 1974 — 1979
Ph.D., Economics
University of Missouri-Columbia 1972 — 1974
B.A., Economics, Mathematics
Rachana Barai's Credit Suisse Experience January 2004 - January 2005
Job Senoir Software Assurance Engineer at SRS Software
Industry Financial Services
Experience
SRS Software March 2010 - Present
City of New York July 2008 - June 2010
FX All February 2006 - February 2007
Credit suisse January 2004 - January 2005
J P Morgan Chase December 2002 - December 2004
Princeton Information 2003 - 2004
E biz applications 2002 - 2004
Skills
SDLC, QTP, User Acceptance Testing, Software Quality..., Quality Center
Education
Hawaii Pacific University 2000 — 2002
SRS Software March 2010 - Present
City of New York July 2008 - June 2010
FX All February 2006 - February 2007
Credit suisse January 2004 - January 2005
J P Morgan Chase December 2002 - December 2004
Princeton Information 2003 - 2004
E biz applications 2002 - 2004
Skills
SDLC, QTP, User Acceptance Testing, Software Quality..., Quality Center
Education
Hawaii Pacific University 2000 — 2002
Diane Maniaci's Credit Suisse Experience May 2010 - December 2010
Job Senior I.T. Project Manager at TCI
Industry Information Technology and Services
Experience
TCI November 2011 - Present
Wells Fargo December 2010 - November 2011
Credit Suisse May 2010 - December 2010
Wachovia, A Wells Fargo Company August 2009 - May 2010
First Citizens Bank October 2008 - March 2009
First Citizens 2008 - 2009
Broadridge Financial Solutions, Inc. December 2006 - October 2008
Broadridge Financial Solutions, Inc. May 2003 - December 2006
Broadridge Financial Solutions, Inc. September 1999 - May 2003
Chubb Computer Services September 1998 - September 1999
Skills
PMI, CMMI, Vendor Management, Clarity, SharePoint, XML, eOriginal Electronic..., Symitar, PMP, Loan Origination, Loan Servicing, Sarbanes-Oxley Act
Education
Villanova University 2004 — 2006
Certificate of Achievement, Project Management
Hofstra University 1976 — 1995
Business Computer Information Systems
Nassau Community College 1975 — 1977
A.A.S., Business Data Processing
TCI November 2011 - Present
Wells Fargo December 2010 - November 2011
Credit Suisse May 2010 - December 2010
Wachovia, A Wells Fargo Company August 2009 - May 2010
First Citizens Bank October 2008 - March 2009
First Citizens 2008 - 2009
Broadridge Financial Solutions, Inc. December 2006 - October 2008
Broadridge Financial Solutions, Inc. May 2003 - December 2006
Broadridge Financial Solutions, Inc. September 1999 - May 2003
Chubb Computer Services September 1998 - September 1999
Skills
PMI, CMMI, Vendor Management, Clarity, SharePoint, XML, eOriginal Electronic..., Symitar, PMP, Loan Origination, Loan Servicing, Sarbanes-Oxley Act
Education
Villanova University 2004 — 2006
Certificate of Achievement, Project Management
Hofstra University 1976 — 1995
Business Computer Information Systems
Nassau Community College 1975 — 1977
A.A.S., Business Data Processing
Michael Wilcheck's Credit Suisse Experience 2011 - Present
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse 2011 - Present
Stryker Endoscopy July 2008 - July 2009
US Navy 2001 - 2008
Skills
Military, Security Clearance, Investment Banking, Leveraged Finance, Financial Modeling, Capital Markets, Valuation, Lean Manufacturing, Program Management, Strategic Planning, Risk Management, Government, Leadership, Cross-functional Team..., Operations Management, Analysis, True Colors, Private Equity, Shapes, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Finance
Hawaii Pacific University 2006 — 2008
MA, Diplomacy and Military Studies
University of Virginia 1997 — 2001
Bachelor of Arts (B.A.), Financial Economics and History
Credit Suisse 2011 - Present
Stryker Endoscopy July 2008 - July 2009
US Navy 2001 - 2008
Skills
Military, Security Clearance, Investment Banking, Leveraged Finance, Financial Modeling, Capital Markets, Valuation, Lean Manufacturing, Program Management, Strategic Planning, Risk Management, Government, Leadership, Cross-functional Team..., Operations Management, Analysis, True Colors, Private Equity, Shapes, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Finance
Hawaii Pacific University 2006 — 2008
MA, Diplomacy and Military Studies
University of Virginia 1997 — 2001
Bachelor of Arts (B.A.), Financial Economics and History
Faith D'Lamater Lau's Credit Suisse Experience 2004 - Present
Job Vice President at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse 2004 - Present
Sapient September 2003 - October 2003
Nexgenix 2000 - September 2003
Stein Rogan + Partners 1999 - 2000
Skills
IT Strategy, Investment Banking, Architecture, SDLC, Process Improvement, ITIL, Banking
Education
Haverford College 1992 — 1996
East Asian Studies
Credit Suisse 2004 - Present
Sapient September 2003 - October 2003
Nexgenix 2000 - September 2003
Stein Rogan + Partners 1999 - 2000
Skills
IT Strategy, Investment Banking, Architecture, SDLC, Process Improvement, ITIL, Banking
Education
Haverford College 1992 — 1996
East Asian Studies
Earl Cuffie CFA,MBA,FRM,ACMA CGMA's Credit Suisse Experience May 2012 - May 2015
Job Vice President BNP
Industry Financial Services
Experience
Credit Suisse May 2012 - May 2015
Fortis Prime Fund Solutions June 2005 - May 2012
Skills
Banking, Credit, Financial Analysis, Portfolio Management, Risk Management
Education
Henley Business School 2000 — 2003
Master’s Degree, Business Administration and Management, General
Credit Suisse May 2012 - May 2015
Fortis Prime Fund Solutions June 2005 - May 2012
Skills
Banking, Credit, Financial Analysis, Portfolio Management, Risk Management
Education
Henley Business School 2000 — 2003
Master’s Degree, Business Administration and Management, General
Marc Riva's Credit Suisse Experience December 1997 - November 1998
Job Senior Architect, VP, Application Architecture at Albridge (An Affiliate of Pershing, a BNY Mellon Company)
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing LLC, a BNYMellon Company 2005 - Present
UBS 1999 - 2005
Credit Suisse December 1997 - November 1998
Credit Suisse October 1990 - June 1995
Skills
Software Project..., Portfolio Management, Business Analysis, Java, Business Intelligence, Risk Management, SOA, Software Development, Oracle, Security, Architectures, Solution Architecture, Financial Services, Enterprise Architecture, Requirements Analysis, Integration, SDLC, IT Strategy, Leadership, SaaS, Java Enterprise Edition, Information Technology, Web Services, Weblogic, Spring, XML, Agile Methodologies, Unix, Cloud Computing, Outsourcing, SOAP, Business Requirements, Application Architecture, Requirements Gathering, Process Improvement, Tomcat, Information Security, Wealth Management
Education
University of Pennsylvania 1986 — 1990
Bachelor of Arts, Economics
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1996 — 1997
MBA, Business Administration
Albridge, an Affiliate of Pershing LLC, a BNYMellon Company 2005 - Present
UBS 1999 - 2005
Credit Suisse December 1997 - November 1998
Credit Suisse October 1990 - June 1995
Skills
Software Project..., Portfolio Management, Business Analysis, Java, Business Intelligence, Risk Management, SOA, Software Development, Oracle, Security, Architectures, Solution Architecture, Financial Services, Enterprise Architecture, Requirements Analysis, Integration, SDLC, IT Strategy, Leadership, SaaS, Java Enterprise Edition, Information Technology, Web Services, Weblogic, Spring, XML, Agile Methodologies, Unix, Cloud Computing, Outsourcing, SOAP, Business Requirements, Application Architecture, Requirements Gathering, Process Improvement, Tomcat, Information Security, Wealth Management
Education
University of Pennsylvania 1986 — 1990
Bachelor of Arts, Economics
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1996 — 1997
MBA, Business Administration
Ryan Zampardo's Credit Suisse Experience June 2008 - August 2008
Job MBA Candidate at Kellogg School of Management
Industry Real Estate
Experience
Clark Realty Capital January 2012 - July 2014
Clark Energy Group July 2009 - December 2011
Credit Suisse June 2008 - August 2008
The Taubman Company September 2006 - December 2007
BioRegional Quintain Limited June 2007 - August 2007
The Taubman Company June 2006 - August 2006
Skills
Renewable Energy, Energy Efficiency, Due Diligence, Real Estate Development, Policy Analysis, Project Management, Energy, Proposal Writing, Real Estate, Construction, Sustainability, Project Planning, Private Equity, Market Research, Management, Fundraising
Education
Northwestern University - Kellogg School of Management 2014 — 2016
MBA
Harvard University 2005 — 2009
AB, Economics
Clark Realty Capital January 2012 - July 2014
Clark Energy Group July 2009 - December 2011
Credit Suisse June 2008 - August 2008
The Taubman Company September 2006 - December 2007
BioRegional Quintain Limited June 2007 - August 2007
The Taubman Company June 2006 - August 2006
Skills
Renewable Energy, Energy Efficiency, Due Diligence, Real Estate Development, Policy Analysis, Project Management, Energy, Proposal Writing, Real Estate, Construction, Sustainability, Project Planning, Private Equity, Market Research, Management, Fundraising
Education
Northwestern University - Kellogg School of Management 2014 — 2016
MBA
Harvard University 2005 — 2009
AB, Economics
Susan Passoni's Credit Suisse Experience 2000 - 2002
Job Scholarship Committee at University Club of Boston
Industry Nonprofit Organization Management
Experience
Committee to Elect Susan Passoni, State Rep, Third Suffolk District 2009 - 2009
Committee to Elect Susan Passoni, District 2 City Council 2007 - 2007
Committtee to Elect Susan Passoni, District 2 City Council 2004 - 2005
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
SG Cowen 1993 - 1999
Smith Barney 1986 - 1993
Goldman Sachs 1983 - 1986
Skills
Fundraising, Nonprofits, Community Outreach, Volunteer Management, Community Development, Local Government, Political Campaigns, Budgets, Financial Analysis, Research, Non-profits, Campaign Plans, Campaign Strategies, Capital Campaigns, Grant Administration, Mentoring, Writing, Advocacy, Budgeting, Community Relations, Government Relations, Education, Charter Schools, Non-profit Board..., Non-profit Volunteering, Strategic Communications, Grant Writing
Education
EQUINOX 2015 — 2015
Pilates Institute Mat Certification
Harvard University Kennedy School of Government 2003 — 2003
Political Science and Government
Marymount Manhattan College 1979 — 1983
BS, Magna Cum Laude, Mathematics
Committee to Elect Susan Passoni, State Rep, Third Suffolk District 2009 - 2009
Committee to Elect Susan Passoni, District 2 City Council 2007 - 2007
Committtee to Elect Susan Passoni, District 2 City Council 2004 - 2005
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
SG Cowen 1993 - 1999
Smith Barney 1986 - 1993
Goldman Sachs 1983 - 1986
Skills
Fundraising, Nonprofits, Community Outreach, Volunteer Management, Community Development, Local Government, Political Campaigns, Budgets, Financial Analysis, Research, Non-profits, Campaign Plans, Campaign Strategies, Capital Campaigns, Grant Administration, Mentoring, Writing, Advocacy, Budgeting, Community Relations, Government Relations, Education, Charter Schools, Non-profit Board..., Non-profit Volunteering, Strategic Communications, Grant Writing
Education
EQUINOX 2015 — 2015
Pilates Institute Mat Certification
Harvard University Kennedy School of Government 2003 — 2003
Political Science and Government
Marymount Manhattan College 1979 — 1983
BS, Magna Cum Laude, Mathematics
William Brett's Credit Suisse Experience October 2012 - Present
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2012 - Present
Nomura Securities May 2009 - July 2012
Bank of America May 2000 - May 2009
Education
Harvard University 1995 — 1999
Credit Suisse October 2012 - Present
Nomura Securities May 2009 - July 2012
Bank of America May 2000 - May 2009
Education
Harvard University 1995 — 1999
Bruce Eberhardt's Credit Suisse Experience March 2012 - Present
Job Programmer
Industry Investment Banking
Experience
Credit Suisse March 2012 - Present
Barclays Capital September 2009 - March 2012
Goldman Sachs October 1995 - November 2008
Bear Stearns May 1995 - October 1995
Goldman Sachs September 1993 - May 1995
Salomon Brothers November 1990 - September 1993
Citicorp November 1986 - November 1990
Scallop Material Services May 1986 - November 1986
Atlas Computer Systems January 1984 - May 1986
JP Morgan May 1983 - December 1983
Education
Hofstra University 1981 — 1985
BS, Computer Science
Credit Suisse March 2012 - Present
Barclays Capital September 2009 - March 2012
Goldman Sachs October 1995 - November 2008
Bear Stearns May 1995 - October 1995
Goldman Sachs September 1993 - May 1995
Salomon Brothers November 1990 - September 1993
Citicorp November 1986 - November 1990
Scallop Material Services May 1986 - November 1986
Atlas Computer Systems January 1984 - May 1986
JP Morgan May 1983 - December 1983
Education
Hofstra University 1981 — 1985
BS, Computer Science
Laura (Mallozzi) Leoni's Credit Suisse Experience July 2008 - December 2011
Job Independent Consultant
Industry Financial Services
Experience
Beautycounter June 2015 - Present
Gap Inc. August 2013 - July 2014
Wealth and Investment Management at Barclays December 2011 - August 2013
Credit Suisse July 2008 - December 2011
The Wedding Library June 2006 - August 2008
Williams-Sonoma, Inc. June 2003 - December 2006
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Economics, Public Policy
Oak Knoll School 2000 — 2003
Beautycounter June 2015 - Present
Gap Inc. August 2013 - July 2014
Wealth and Investment Management at Barclays December 2011 - August 2013
Credit Suisse July 2008 - December 2011
The Wedding Library June 2006 - August 2008
Williams-Sonoma, Inc. June 2003 - December 2006
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Economics, Public Policy
Oak Knoll School 2000 — 2003
Marie Houde's Credit Suisse Experience March 1995 - May 1997
Job Director, Canadian Banking Compliance at RBC
Industry Banking
Experience
RBC November 2012 - Present
RBC Royal Bank November 2006 - October 2012
RBC Royal Bank November 2004 - October 2006
RBC Royal Bank July 2003 - December 2004
RBC Royal Bank February 2001 - June 2003
BMO Nesbitt Burns June 1997 - February 2001
Credit Suisse March 1995 - May 1997
Laurentian Bank 1992 - 1995
BNP Paribas 1989 - 1992
Skills
Cash Management, Payments, Commercial Lending, Credit Risk, Credit Analysis, Portfolio Management, Loans, Financial Risk, Relationship Management, Risk Management, Credit Cards, FX Options, Wealth Management, Financial Analysis, Cash Flow, Syndications
Education
BAA 1986 — 1989
Bachelor of Business Administration (BBA), Finance / International Business
Université de Montréal - HEC Montréal 1986 — 1989
Bachelor of Business Administration (B.B.A.), Finance and International Management
RBC November 2012 - Present
RBC Royal Bank November 2006 - October 2012
RBC Royal Bank November 2004 - October 2006
RBC Royal Bank July 2003 - December 2004
RBC Royal Bank February 2001 - June 2003
BMO Nesbitt Burns June 1997 - February 2001
Credit Suisse March 1995 - May 1997
Laurentian Bank 1992 - 1995
BNP Paribas 1989 - 1992
Skills
Cash Management, Payments, Commercial Lending, Credit Risk, Credit Analysis, Portfolio Management, Loans, Financial Risk, Relationship Management, Risk Management, Credit Cards, FX Options, Wealth Management, Financial Analysis, Cash Flow, Syndications
Education
BAA 1986 — 1989
Bachelor of Business Administration (BBA), Finance / International Business
Université de Montréal - HEC Montréal 1986 — 1989
Bachelor of Business Administration (B.B.A.), Finance and International Management
Christina Musacchia's Credit Suisse Experience January 2011 - Present
Job Prime Brokerage Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2011 - Present
Credit Suisse August 2009 - December 2010
Credit Suisse July 2007 - July 2009
Skills
Prime Brokerage
Education
Hofstra University 2003 — 2007
BBA Finance, Finance
Credit Suisse January 2011 - Present
Credit Suisse August 2009 - December 2010
Credit Suisse July 2007 - July 2009
Skills
Prime Brokerage
Education
Hofstra University 2003 — 2007
BBA Finance, Finance
Meng-Yuen Wang's Credit Suisse Experience February 2006 - August 2008
Job Banking Professional
Industry Banking
Experience
Credit Suisse February 2006 - August 2008
BNP Cooper/Neff 1995 - 1999
Education
Harvard University
Credit Suisse February 2006 - August 2008
BNP Cooper/Neff 1995 - 1999
Education
Harvard University
Stephen Longo's Credit Suisse Experience June 2006 - July 2012
Job Senior Vice President at Jefferies
Industry Financial Services
Experience
Jefferies June 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Credit Suisse June 2006 - July 2012
Skills
Equities, Equity Derivatives, Derivatives, Structured Products, Volatility Arbitrage, ETFs, Index Options, Stock Option, Electronic Trading, Equity Trading, Credit Derivatives, Options, Investment Banking, Trading Systems
Education
Harvard University 2002 — 2006
Economics
Jefferies June 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Credit Suisse June 2006 - July 2012
Skills
Equities, Equity Derivatives, Derivatives, Structured Products, Volatility Arbitrage, ETFs, Index Options, Stock Option, Electronic Trading, Equity Trading, Credit Derivatives, Options, Investment Banking, Trading Systems
Education
Harvard University 2002 — 2006
Economics
Christopher Verlin's Credit Suisse Experience June 2007 - Present
Job Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2007 - Present
Education
Hobart College
Bachelor of Arts (B.A.), English Language and Literature/Letters
Credit Suisse June 2007 - Present
Education
Hobart College
Bachelor of Arts (B.A.), English Language and Literature/Letters
Samson Ayele's Credit Suisse Experience June 2008 - August 2008
Job Analyst at Lazard Freres & Co.
Industry Banking
Experience
Lazard Freres & Co. June 2010 - Present
Apollo Management June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Education
Harvard University 2005 — 2010
B.A., Economics, Government
Lazard Freres & Co. June 2010 - Present
Apollo Management June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Education
Harvard University 2005 — 2010
B.A., Economics, Government
Joseph Ryan's Credit Suisse Experience January 1995 - January 2007
Job Senior Vice PresidentFixed Income Sales at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC January 2013 - Present
Morgan Stanley August 2010 - April 2012
Finacorp Securities July 2009 - September 2010
Blaylock Robert Van February 2008 - March 2009
Credit Suisse January 1995 - January 2007
Paine Webber December 1992 - December 1994
Bear Stearns July 1991 - November 1992
Prudential Bache Securities July 1986 - June 1991
Skills
Fixed Income, Capital Markets, Trading, Bonds, Series 7, Electronic Trading, Hedge Funds, Securities, Investment Banking, Credit, Credit Derivatives, Derivatives, Structured Finance, Bloomberg, Swaps, Structured Products, Series 63, Equities, Alternative Investments, Interest Rate..., FINRA, Financial Markets, Asset Management, Equity Capital Markets, Relationship Management, Series 24, Options, Corporate Finance, Equity Trading, Fixed Income Products, Customer Service, High Yield, Customer Relations, Debt, Fixed Income Trading, Series 79
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance & International Business
Harvard University 1982 — 1986
B.A., Classics
Xavier High School 1978 — 1982
Diploma
JVB Financial Group, LLC January 2013 - Present
Morgan Stanley August 2010 - April 2012
Finacorp Securities July 2009 - September 2010
Blaylock Robert Van February 2008 - March 2009
Credit Suisse January 1995 - January 2007
Paine Webber December 1992 - December 1994
Bear Stearns July 1991 - November 1992
Prudential Bache Securities July 1986 - June 1991
Skills
Fixed Income, Capital Markets, Trading, Bonds, Series 7, Electronic Trading, Hedge Funds, Securities, Investment Banking, Credit, Credit Derivatives, Derivatives, Structured Finance, Bloomberg, Swaps, Structured Products, Series 63, Equities, Alternative Investments, Interest Rate..., FINRA, Financial Markets, Asset Management, Equity Capital Markets, Relationship Management, Series 24, Options, Corporate Finance, Equity Trading, Fixed Income Products, Customer Service, High Yield, Customer Relations, Debt, Fixed Income Trading, Series 79
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance & International Business
Harvard University 1982 — 1986
B.A., Classics
Xavier High School 1978 — 1982
Diploma
Timothy Donaldson's Credit Suisse Experience May 2008 - May 2010
Job Vice President at CAIS Group
Industry Financial Services
Experience
CAIS Group January 2015 - Present
PineBridge Investments June 2010 - December 2014
Credit Suisse May 2008 - May 2010
Bear Stearns December 2006 - May 2008
Skills
Private Equity, Investment Strategies, Bloomberg, Investments, Fund Of Funds, Emerging Markets, Institutional..., Relationship Management, Frontier Markets, Fixed Income, Investment Management, Alternative Investments, Hedge Funds
Education
Hobart and William Smith Colleges 2001 — 2005
BA, History
The Hill School
High School Diploma
CAIS Group January 2015 - Present
PineBridge Investments June 2010 - December 2014
Credit Suisse May 2008 - May 2010
Bear Stearns December 2006 - May 2008
Skills
Private Equity, Investment Strategies, Bloomberg, Investments, Fund Of Funds, Emerging Markets, Institutional..., Relationship Management, Frontier Markets, Fixed Income, Investment Management, Alternative Investments, Hedge Funds
Education
Hobart and William Smith Colleges 2001 — 2005
BA, History
The Hill School
High School Diploma
Mariam Ezz's Credit Suisse Experience June 2010 - September 2010
Job
Industry Investment Banking
Experience
EuroConsult, Inc. August 2012 - May 2015
EuroConsult, Inc. December 2010 - August 2012
Credit Suisse June 2010 - September 2010
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Bloomberg, LBO, Emerging Markets, Capital Markets, Due Diligence, Competitive Analysis, Finance
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Economics
Hitotsubashi University 2007 — 2007
Wharton-Hitotsubashi Program
EuroConsult, Inc. August 2012 - May 2015
EuroConsult, Inc. December 2010 - August 2012
Credit Suisse June 2010 - September 2010
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Bloomberg, LBO, Emerging Markets, Capital Markets, Due Diligence, Competitive Analysis, Finance
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Economics
Hitotsubashi University 2007 — 2007
Wharton-Hitotsubashi Program
Justin Rocks's Credit Suisse Experience September 2002 - March 2006
Job Executive Director Finance Business Support
Industry Financial Services
Quang Ha's Credit Suisse Experience 2002 - 2006
Job General Counsel & EVP, Government Affairs at Algenol Biofuels Inc.
Industry Legal Services
Experience
Algenol Biofuels Inc. January 2013 - Present
Algenol Biofuels, Inc. February 2010 - December 2012
FSI Capital, LLC September 2006 - February 2010
Credit Suisse 2002 - 2006
Milbank, Tweed, Hadley & McCloy LLP 1997 - 2002
Education
University of Pennsylvania Law School 1993 — 1996
JD
Harvard University 1989 — 1993
A.B., Economics
Algenol Biofuels Inc. January 2013 - Present
Algenol Biofuels, Inc. February 2010 - December 2012
FSI Capital, LLC September 2006 - February 2010
Credit Suisse 2002 - 2006
Milbank, Tweed, Hadley & McCloy LLP 1997 - 2002
Education
University of Pennsylvania Law School 1993 — 1996
JD
Harvard University 1989 — 1993
A.B., Economics
Jonathan Herb's Credit Suisse Experience May 2012 - Present
Job Corporate Banking COO Group AVP
Industry Banking
Experience
Credit Suisse May 2012 - Present
Wells Fargo Bank January 2011 - May 2012
State Street Bank May 2008 - January 2011
Landesbank Baden-Württemberg January 2007 - July 2007
Cohen & Company January 2006 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, PowerPoint, Wall Street Office, Intex, Bloomberg Terminal, CDONet, CDO Suite, Risk Management, CDO, Portfolio Management
Education
Northeastern University 2003 — 2008
International Business, Finance, General, 3.1
Hochschule Reutlingen 2006 — 2007
International Business
Credit Suisse May 2012 - Present
Wells Fargo Bank January 2011 - May 2012
State Street Bank May 2008 - January 2011
Landesbank Baden-Württemberg January 2007 - July 2007
Cohen & Company January 2006 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, PowerPoint, Wall Street Office, Intex, Bloomberg Terminal, CDONet, CDO Suite, Risk Management, CDO, Portfolio Management
Education
Northeastern University 2003 — 2008
International Business, Finance, General, 3.1
Hochschule Reutlingen 2006 — 2007
International Business
Mandy Xu's Credit Suisse Experience March 2010 - Present
Job Derivatives Strategist at Credit Suisse
Industry Banking
Experience
Credit Suisse March 2010 - Present
Education
Harvard University
Bachelor of Arts (B.A.), Economics
Credit Suisse March 2010 - Present
Education
Harvard University
Bachelor of Arts (B.A.), Economics
Prateek Patni's Credit Suisse Experience 2007 - 2007
Job Real Estate Private Equity Associate at Dome Equities, LLC
Industry Investment Management
Experience
Dome Equities June 2015 - Present
CRT Capital Group December 2010 - August 2014
Deutsche Bank July 2010 - December 2010
Goldman Sachs Asset Management November 2007 - July 2010
Goldman Sachs 2009 - 2010
Credit Suisse 2007 - 2007
Skills
Bloomberg, Hedge Funds, Fixed Income, Equities, Investment Banking, Alternative Investments, Emerging Markets, Derivatives, Capital Markets, Equity Research, Bonds, Financial Modeling, Series 7, Bloomberg Terminal, Private Equity, Real Estate Private...
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Economics
Daly College
Dome Equities June 2015 - Present
CRT Capital Group December 2010 - August 2014
Deutsche Bank July 2010 - December 2010
Goldman Sachs Asset Management November 2007 - July 2010
Goldman Sachs 2009 - 2010
Credit Suisse 2007 - 2007
Skills
Bloomberg, Hedge Funds, Fixed Income, Equities, Investment Banking, Alternative Investments, Emerging Markets, Derivatives, Capital Markets, Equity Research, Bonds, Financial Modeling, Series 7, Bloomberg Terminal, Private Equity, Real Estate Private...
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Economics
Daly College
Laura McGrath's Credit Suisse Experience May 2009 - Present
Job Assistant Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2009 - Present
Credit Suisse April 2007 - May 2009
Skills
Due Diligence, Portfolio Management, Performance Attribution, Series 7, Separately Managed..., ETFs, Equities, Fixed Income, MPI, Factset, Bloomberg
Education
Hobart and William Smith Colleges 2002 — 2006
BA, Economics and Public Policy
Credit Suisse May 2009 - Present
Credit Suisse April 2007 - May 2009
Skills
Due Diligence, Portfolio Management, Performance Attribution, Series 7, Separately Managed..., ETFs, Equities, Fixed Income, MPI, Factset, Bloomberg
Education
Hobart and William Smith Colleges 2002 — 2006
BA, Economics and Public Policy
Alan N.C. McHugh's Credit Suisse Experience May 2011 - Present
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2011 - Present
DNA February 2010 - September 2011
Bank of America January 2006 - January 2010
HSBC March 2004 - January 2006
Skills
Investment Banking, Hedging, Risk Management, Financial Markets, Structured Products, Trading, Bloomberg, Fixed Income, Derivatives, Commodity, Capital Markets, Equities, Hedge Funds, Options, Trading Systems, Proprietary Trading, Swaps, Market Risk, FX Options, Electronic Trading, Commodity Markets, Interest Rate..., Financial Structuring, Alternative Investments, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance, General
Hobart and William Smith Colleges 1979 — 1983
BA, Economics
Credit Suisse May 2011 - Present
DNA February 2010 - September 2011
Bank of America January 2006 - January 2010
HSBC March 2004 - January 2006
Skills
Investment Banking, Hedging, Risk Management, Financial Markets, Structured Products, Trading, Bloomberg, Fixed Income, Derivatives, Commodity, Capital Markets, Equities, Hedge Funds, Options, Trading Systems, Proprietary Trading, Swaps, Market Risk, FX Options, Electronic Trading, Commodity Markets, Interest Rate..., Financial Structuring, Alternative Investments, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance, General
Hobart and William Smith Colleges 1979 — 1983
BA, Economics
Roger Leaf's Credit Suisse Experience 1990 - 1993
Job
Industry Financial Services
Experience
Pershing 1997 - 2010
Credit Suisse 1990 - 1993
CS First Boston 1984 - 1990
Morgan Stanley & Co. 1981 - 1984
Education
NYU Stern School of Business 1974 — 1977
Master of Business Administration (MBA), Finance, General
Heidelberg University 1965 — 1968
Bachelor of Arts (BA), Economics
Pershing 1997 - 2010
Credit Suisse 1990 - 1993
CS First Boston 1984 - 1990
Morgan Stanley & Co. 1981 - 1984
Education
NYU Stern School of Business 1974 — 1977
Master of Business Administration (MBA), Finance, General
Heidelberg University 1965 — 1968
Bachelor of Arts (BA), Economics
Jonathan Rein's Credit Suisse Experience 2006 - 2008
Job Head of Business Development & Corporate Finance
Industry Financial Services
Experience
Global Gaming Asset Management 2011 - Present
Cantor Fitzgerald 2009 - Present
Global Leisure Partners 2008 - 2009
Credit Suisse 2006 - 2008
CIBC World Markets 2005 - 2006
Montgomery & Co., LLC 2004 - 2005
Gleacher Partners 1996 - 2003
Skills
Private Equity, Investment Banking, Investments, Private Placements, Corporate Development, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Equities, Mergers, Due Diligence, Series 7, Debt, Hedge Funds, Asset Managment, Equity Research, Series 63, Venture Capital, Capital Raising
Education
Harvard University 1992 — 1996
BA, Economics
Milton Academy 1989 — 1992
The Buckley School 1979 — 1989
Global Gaming Asset Management 2011 - Present
Cantor Fitzgerald 2009 - Present
Global Leisure Partners 2008 - 2009
Credit Suisse 2006 - 2008
CIBC World Markets 2005 - 2006
Montgomery & Co., LLC 2004 - 2005
Gleacher Partners 1996 - 2003
Skills
Private Equity, Investment Banking, Investments, Private Placements, Corporate Development, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Equities, Mergers, Due Diligence, Series 7, Debt, Hedge Funds, Asset Managment, Equity Research, Series 63, Venture Capital, Capital Raising
Education
Harvard University 1992 — 1996
BA, Economics
Milton Academy 1989 — 1992
The Buckley School 1979 — 1989
Peter Landon's Credit Suisse Experience June 2001 - December 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Credit Suisse June 2001 - December 2008
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA, Financial Management
Haverford College
BS, Physics
Credit Suisse June 2001 - December 2008
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA, Financial Management
Haverford College
BS, Physics
Ming Han (James) Chen's Credit Suisse Experience February 2013 - October 2014
Job Equity Research Associate at Nomura Securities
Industry Financial Services
Experience
Nomura Securities May 2015 - Present
Northland Securities October 2014 - May 2015
Credit Suisse February 2013 - October 2014
Chinatrust Commercial Bank July 2012 - February 2013
Capra Asset Management (Global Macro Hedge Fund) July 2011 - August 2011
Chinatrust Commercial Bank June 2011 - July 2011
Deloitte & Touche Taiwan August 2009 - August 2010
Coast Guard Administration, Taipei Harbor of International Trade September 2008 - August 2009
Skills
Financial Modeling, Credit, Bloomberg, Investments, Risk, Hedge Funds, Income Tax, Internal Communications, Financial Risk, Valuation, Corporate Finance, Finance, Derivatives, Fixed Income, Financial Analysis, Portfolio Management, Analysis, Capital Markets, Equities
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance, 3.65
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
MBA, Finance
National Central University 2003 — 2008
BBA, Finance and Management
Université Jean Moulin (Lyon III) 2007 — 2007
MAA, General Management
University of Rochester
Nomura Securities May 2015 - Present
Northland Securities October 2014 - May 2015
Credit Suisse February 2013 - October 2014
Chinatrust Commercial Bank July 2012 - February 2013
Capra Asset Management (Global Macro Hedge Fund) July 2011 - August 2011
Chinatrust Commercial Bank June 2011 - July 2011
Deloitte & Touche Taiwan August 2009 - August 2010
Coast Guard Administration, Taipei Harbor of International Trade September 2008 - August 2009
Skills
Financial Modeling, Credit, Bloomberg, Investments, Risk, Hedge Funds, Income Tax, Internal Communications, Financial Risk, Valuation, Corporate Finance, Finance, Derivatives, Fixed Income, Financial Analysis, Portfolio Management, Analysis, Capital Markets, Equities
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance, 3.65
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
MBA, Finance
National Central University 2003 — 2008
BBA, Finance and Management
Université Jean Moulin (Lyon III) 2007 — 2007
MAA, General Management
University of Rochester
Emily Lau's Credit Suisse Experience 2014 - 2014
Job HR Summer Associate at Citi ♦ Rotman MBA Candidate 2016 at University of Toronto
Industry Human Resources
Experience
Citi June 2015 - August 2015
Credit Suisse 2014 - 2014
Nomura 2011 - 2014
HKUST Business School 2008 - 2011
Thomson Reuters June 2010 - August 2010
Pacific Economic Cooperation Council July 2009 - August 2009
City of Toronto June 2008 - July 2008
Skills
Recruiting, Compensation & Benefits, Talent Acquisition, Employee Relations, Human Resources, Talent Management, Executive Compensation, Employee Benefits, Onboarding, Employee Engagement, Research, Marketing Communications, Strategy, Bloomberg, Finance, Financial Analysis, Financial Modeling
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Business Administration (MBA)
WHU – Otto Beisheim School of Management
Exchange Student, European MBA Summer Institute, Germany
HKUST Business School
Bachelor of Business Administration in Global Business
University of Warwick - Warwick Business School
Exchange Student, International Business
Victoria Park Collegiate Institute
International Baccalaureate Diploma
South Island School
Citi June 2015 - August 2015
Credit Suisse 2014 - 2014
Nomura 2011 - 2014
HKUST Business School 2008 - 2011
Thomson Reuters June 2010 - August 2010
Pacific Economic Cooperation Council July 2009 - August 2009
City of Toronto June 2008 - July 2008
Skills
Recruiting, Compensation & Benefits, Talent Acquisition, Employee Relations, Human Resources, Talent Management, Executive Compensation, Employee Benefits, Onboarding, Employee Engagement, Research, Marketing Communications, Strategy, Bloomberg, Finance, Financial Analysis, Financial Modeling
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Business Administration (MBA)
WHU – Otto Beisheim School of Management
Exchange Student, European MBA Summer Institute, Germany
HKUST Business School
Bachelor of Business Administration in Global Business
University of Warwick - Warwick Business School
Exchange Student, International Business
Victoria Park Collegiate Institute
International Baccalaureate Diploma
South Island School
Yonas Yemane's Credit Suisse Experience June 2008 - August 2010
Job Applied Physics PhD Graduate Student at Stanford University
Industry Nanotechnology
Experience
Stanford University 2010 - Present
Credit Suisse June 2008 - August 2010
Skills
Risk Management, Data Analysis, Financial Modeling, Valuation, Derivatives, Matlab, Fixed Income, Portfolio Management, Research
Education
Harvard University 2004 — 2008
B.A., Chemistry and Physics, Economics
Stanford University
MS, Electrical Engineering
Stanford University 2010 - Present
Credit Suisse June 2008 - August 2010
Skills
Risk Management, Data Analysis, Financial Modeling, Valuation, Derivatives, Matlab, Fixed Income, Portfolio Management, Research
Education
Harvard University 2004 — 2008
B.A., Chemistry and Physics, Economics
Stanford University
MS, Electrical Engineering
Peter Christodoulo's Credit Suisse Experience July 2004 - July 2006
Job Partner at Francisco Partners
Industry Venture Capital & Private Equity
Experience
Francisco Partners July 2008 - Present
Paymetric, Inc. September 2013 - Present
Betterment February 2015 - Present
PayLease July 2014 - Present
Allston Trading April 2013 - Present
City Index January 2012 - April 2015
eFront September 2011 - January 2015
Thomas H. Lee Partners July 2006 - July 2008
Credit Suisse July 2004 - July 2006
Skills
Private Equity, Valuation, Investment Banking, Financial Modeling, Due Diligence, LBO, Corporate Finance, Start-ups, Growth Capital, Mergers, Investments, Entrepreneurship, Alternative Investments, Equities
Education
Harvard College 1998 — 2003
A.B., History
Phillips Academy Andover 1994 — 1998
Buckingham Browne & Nichols 1983 — 1994
Francisco Partners July 2008 - Present
Paymetric, Inc. September 2013 - Present
Betterment February 2015 - Present
PayLease July 2014 - Present
Allston Trading April 2013 - Present
City Index January 2012 - April 2015
eFront September 2011 - January 2015
Thomas H. Lee Partners July 2006 - July 2008
Credit Suisse July 2004 - July 2006
Skills
Private Equity, Valuation, Investment Banking, Financial Modeling, Due Diligence, LBO, Corporate Finance, Start-ups, Growth Capital, Mergers, Investments, Entrepreneurship, Alternative Investments, Equities
Education
Harvard College 1998 — 2003
A.B., History
Phillips Academy Andover 1994 — 1998
Buckingham Browne & Nichols 1983 — 1994
alan mchugh's Credit Suisse Experience May 2011 - Present
Job Director, Commodities Alliance at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2011 - Present
Education
Hobart College 1979 — 1983
Bachelor of Arts (BA), Economics
NYU --Stern School
Master of Business Administration (MBA), Finance, General
Credit Suisse May 2011 - Present
Education
Hobart College 1979 — 1983
Bachelor of Arts (BA), Economics
NYU --Stern School
Master of Business Administration (MBA), Finance, General
Costas Liappas's Credit Suisse Experience July 2011 - October 2011
Job Sr. Registered Client Services Associate
Industry Financial Services
Experience
UBS Financial Services Inc March 2012 - Present
Credit Suisse July 2011 - October 2011
UBS Financial Services Inc January 2007 - July 2011
Citigroup - Smith Barney November 2004 - January 2007
Education
Hobart and William Smith Colleges 2000 — 2004
Bachelor of the Arts, Economics & International Relations
Manhasset Sr. High School 1996 — 2000
High School
UBS Financial Services Inc March 2012 - Present
Credit Suisse July 2011 - October 2011
UBS Financial Services Inc January 2007 - July 2011
Citigroup - Smith Barney November 2004 - January 2007
Education
Hobart and William Smith Colleges 2000 — 2004
Bachelor of the Arts, Economics & International Relations
Manhasset Sr. High School 1996 — 2000
High School
Marcos Mihura's Credit Suisse Experience September 1997 - May 2004
Job Managing Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase May 2004 - Present
Credit Suisse September 1997 - May 2004
Citibank, Argentina March 1996 - August 1997
Education
Harvard College 2006 — 2007
Executive MBA in Capital Markets, Capital Markets
JP Morgan Chase May 2004 - Present
Credit Suisse September 1997 - May 2004
Citibank, Argentina March 1996 - August 1997
Education
Harvard College 2006 — 2007
Executive MBA in Capital Markets, Capital Markets
Paras Mehta's Credit Suisse Experience August 2001 - March 2005
Job Managing Director at Black Canyon Capital
Industry Venture Capital & Private Equity
Experience
Black Canyon Capital March 2005 - Present
Credit Suisse August 2001 - March 2005
Education
Massachusetts Institute of Technology 1997 — 2001
Oxford University 1994 — 1997
Harvard University 1990 — 1994
Black Canyon Capital March 2005 - Present
Credit Suisse August 2001 - March 2005
Education
Massachusetts Institute of Technology 1997 — 2001
Oxford University 1994 — 1997
Harvard University 1990 — 1994
Timothy Schwider's Credit Suisse Experience September 2008 - Present
Job Portfolio Manager at Credit Suisse
Industry Banking
Experience
Credit Suisse September 2008 - Present
Skills
Portfolio Management, Fixed Income, Equities, Derivatives, Capital Markets, Asset Management
Education
Harvey Mudd College
BS
University of Michigan
Doctor of Philosophy (PhD), Mathematics
Credit Suisse September 2008 - Present
Skills
Portfolio Management, Fixed Income, Equities, Derivatives, Capital Markets, Asset Management
Education
Harvey Mudd College
BS
University of Michigan
Doctor of Philosophy (PhD), Mathematics
Chris Verlin's Credit Suisse Experience September 2011 - November 2012
Job
Industry Financial Services
Experience
Credit Suisse September 2011 - November 2012
Credit Suisse July 2007 - September 2011
The United States Tennis Association (USTA) June 2004 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Windows, Customer Service, PowerPoint, English, Research, Outlook, HTML, Public Speaking, Strategic Planning, Negotiation, Global 1, DTC, Bloomberg Terminal, Equilend, Vista Plus, Loanet
Education
Hobart and William Smith Colleges
Bachelor of Arts (B.A.), English Language and Literature/Letters
Brunswick School
High School
Credit Suisse September 2011 - November 2012
Credit Suisse July 2007 - September 2011
The United States Tennis Association (USTA) June 2004 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Windows, Customer Service, PowerPoint, English, Research, Outlook, HTML, Public Speaking, Strategic Planning, Negotiation, Global 1, DTC, Bloomberg Terminal, Equilend, Vista Plus, Loanet
Education
Hobart and William Smith Colleges
Bachelor of Arts (B.A.), English Language and Literature/Letters
Brunswick School
High School
WAI YU YEUNG's Credit Suisse Experience June 2010 - Present
Job Assistant Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2010 - Present
Credit Suisse October 2007 - June 2010
ABN AMRO Bank N.V. June 2006 - October 2007
Skills
Interest Rate..., Independent Price..., Valuation, Market Risk, Product Control, Microsoft VBA, Microsoft Excel, Microsoft Word, Interest Rate Swaps, Bloomberg, Green Belt
Education
CFA Level 3 Candidate June 2015
National University of Singapore
Bachelor of Science (B.Sc.) (2nd Upper Honors), Quantitative Finance
Ruprecht-Karls-Universität Heidelberg
Student Exchange Program
Raffles Junior College
Credit Suisse June 2010 - Present
Credit Suisse October 2007 - June 2010
ABN AMRO Bank N.V. June 2006 - October 2007
Skills
Interest Rate..., Independent Price..., Valuation, Market Risk, Product Control, Microsoft VBA, Microsoft Excel, Microsoft Word, Interest Rate Swaps, Bloomberg, Green Belt
Education
CFA Level 3 Candidate June 2015
National University of Singapore
Bachelor of Science (B.Sc.) (2nd Upper Honors), Quantitative Finance
Ruprecht-Karls-Universität Heidelberg
Student Exchange Program
Raffles Junior College
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.