Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
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15,336 Credit Suisse employees in database. Find out everything there's to know about Credit Suisse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse Employees
Rule One Proteins, LLC July 2014 - Present
Merrill Lynch April 2012 - June 2014
Northern Trust May 2011 - April 2012
Northern Trust May 2010 - August 2010
Credit Suisse May 2009 - August 2009
Credit Suisse May 2008 - August 2008
Skills
Investments, Private Banking, Financial Modeling, Wealth, Finance
Education
Indiana University Bloomington 2008 — 2012
BS, Management, Finance
Montini Catholic High School 2004 — 2008
Credit Suisse January 2015 - Present
Investment Banking & Capital Markets Workshop August 2014 - Present
Phi Sigma Kappa Fraternity March 2014 - Present
Campus Protein March 2013 - Present
Harris + Hoole May 2014 - August 2014
Envestnet, Inc May 2013 - August 2013
Skills
Team Leadership, Data Analysis, Time Management, Microsoft Excel, Fundraising, Microsoft Office, Teamwork, Bloomberg Terminal, Leadership, Valuation, PowerPoint, Microsoft Word
Education
Indiana University Bloomington 2012 — 2016
Finance & Accounting, Junior
New Trier High School 2008 — 2012
Credit Suisse June 2015 - August 2015
Indiana University Residential Programs and Services August 2014 - May 2015
Abbott May 2014 - August 2014
Alpha Kappa Psi - Beta Gamma Chapter January 2014 - August 2014
Hugh O'Brian Youth Leadership - Indiana (HOBY) June 2011 - June 2014
Grote Industries June 2012 - August 2013
Wright-Collins Hutton Honors Council August 2012 - May 2013
Skills
Teamwork, Microsoft Excel, Public Speaking, Analytic Problem Solving, Time Management, Mathematics, PowerPoint, Team Leadership, Microsoft Word, Analysis, Leadership, Access, Marketing, Organization, Logistics, Microsoft Access, Management, Social Media, Financial Modeling
Education
Indiana University Bloomington 2012 — 2016
Bachelor's Degree, Finance and Technology Management, 3.80
Credit Suisse 2010 - Present
Ravinia Festival 2010 - Present
Goldman Sachs 2009 - 2009
US Navy 2002 - 2008
Skills
Strategic Planning, Leadership, Corporate Finance, Financial Analysis, Portfolio Management, Program Management, Private Banking, Strategy, Fixed Income, Wealth Management..., Financial Modeling, Banking, Investment Banking, Investments, Private Equity
Education
Indiana University Bloomington
Master of Business Administration (MBA), Accounting and Finance
United States Naval Academy
Bachelor of Science (B.S.), Economics
Partners Group May 2015 - Present
Infraestructura Institucional / I2 May 2013 - March 2015
Credit Suisse June 2011 - April 2013
Credit Suisse June 2010 - August 2010
Mexico Retail Properties September 2006 - July 2009
Ernst & Young October 2004 - September 2006
Skills
Mergers, Financial Modeling, Corporate Finance, M&A experience, Financial Analysis, Leveraged Finance, Mergers & Acquisitions, Investment Banking, LBO, Valuation, Financial Structuring, Private Equity, Emerging Markets, Capital Markets, Investments, Due Diligence, Bloomberg, Equities, Venture Capital, Portfolio Management, Fixed Income, Infrastructure, Project Finance, Asset Management
Education
University of Virginia Darden School of Business 2009 — 2011
MBA, Corporate Finance
Instituto Tecnológico Autónomo de México 2000 — 2005
Economics
Braden Business Systems February 2014 - Present
CID Capital December 2013 - February 2014
CID Capital September 2011 - November 2013
J.P. Morgan September 2009 - September 2011
JPMorgan June 2008 - August 2008
Credit Suisse April 2008 - June 2008
Village Ventures October 2007 - April 2008
Bear Stearns May 2007 - September 2007
ChaCha June 2006 - July 2007
Braden Business Systems 2005 - 2006
Skills
Private Equity, LBO, Investment Banking, Financial Modeling, Valuation, Trading, Portfolio Management, Mergers & Acquisitions, Venture Capital, Structured Finance, Strategy, Due Diligence, Business Development
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance & Accounting
Indiana University - Kelley School of Business 2004 — 2007
B.S., Finance & Accounting
Hamilton Southeastern High School 2000 — 2004
Credit Suisse July 2012 - Present
Indiana University Funding Board January 2010 - December 2011
Credit Suisse June 2011 - August 2011
Theta Chi Fraternity January 2010 - December 2010
Rochdale Investment Management June 2010 - August 2010
Centra Financial Group June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Economics, PowerPoint, Public Speaking, Finance, Research, Fundraising, Valuation, Microsoft Word, Accounting, Financial Reporting
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
Indiana University Bloomington 2008 — 2012
BA, Economics
Brighton High School 2004 — 2008
Virtus Investment Partners May 2014 - Present
UBS Global Asset Management May 2007 - May 2014
HFR Asset Management January 2005 - May 2007
Credit Suisse August 2001 - January 2005
Credit Suisse June 1997 - June 2000
CRA International June 1995 - June 1997
Skills
Investments, Alternative Investments, Hedge Funds, New Business Development, Fund Of Funds, Product Management, Program Management, Series 7, Series 63, Investment Management, Valuation, Derivatives, Equities, Due Diligence, Fixed Income, Finance, Mutual Funds, Financial Modeling, Asset Management, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Finance, Management Strategy
Indiana University - Kelley School of Business 1991 — 1995
B.S., Finance, International Business
Eyefinity January 2012 - Present
State Street March 2004 - March 2009
State Street August 2002 - February 2004
State Street August 1999 - April 2002
Credit Suisse September 1997 - July 1999
Lehman Brothers April 1995 - September 1997
Skills
Agile Project Management, Certified Scrum Master..., Scrum, SDLC, Team Building, Resource Management, Software Implementation, Business Intelligence, PMP, PMI, Awesomeness, Finance, Healthcare, Software Project..., Product Management, Strategy, Management, Program Management, Cross-functional Team..., Project Management
Education
Indiana University-Purdue University at Indianapolis 1988 — 1990
Several Companies November 2014 - Present
including Financial, Healthcare, Hi-Tech, & Pharma Industries 1995 - Present
Credit Suisse 2011 - 2012
Deutsche Bank 2008 - 2011
Lenovo 2006 - 2008
GSK 2001 - 2006
Skills
Supply Management, Strategic Sourcing, Lean Manufacturing, Materials Management, Supplier Development, MRP, Contract Negotiation, Sourcing, Procurement, Aerospace, Supply Chain Management, Purchasing, Supply Chain, Continuous Improvement, Six Sigma, Manufacturing, Process Improvement, Global Sourcing, E-auctions, Developing Savings..., Extracting Business..., Lean Problem Solving, Auditing Full P2P..., Leading Change, Value Stream Mapping, Issue Resolution, Implementing New..., Vendor and Client..., Management, Leadership, Vendor Management, Strategy, Program Management, Outsourcing, Cross-functional Team..., Business Process..., Operations Management, Consulting, Talent Management, Human Resources, Change Management
Education
Miami University
Bachelor of Arts in Economics, Minors in Spanish and Piano
Indiana University Bloomington
Doctor of Law (JD), General Studies
North Carolina State University
Black Belt Classes, Lean Six Sigma
Credit Suisse September 2014 - Present
Moody's Corporation October 2011 - September 2014
Credit Suisse May 2009 - September 2011
Satyam May 1997 - March 2009
SBI Home Finance March 1996 - April 1997
CFCL March 1995 - February 1996
Hindustan Motors December 1990 - February 1995
Skills
SDLC, STLC, Release Management, Program Management, User Acceptance Testing, Order Management, Project Management, Global Delivery, IT Strategy, Change Management, CRM, Business Analysis, Vendor Management, Cross-functional Team..., Quality Assurance, Process Improvement, Offshoring, Software Project..., Risk Management, Outsourcing, PMO, Requirements Analysis, Resource Management, Requirements Gathering, PMP, Leadership, Project Portfolio...
Education
U21Global & Harvard Business School Publishing 2006 — 2007
Global Business Leadership
Indira Gandhi National Open University 1995 — 1997
MBA, Finance
University Of North Bengal 1984 — 1988
BE, Electrical
ALOHA.com September 2013 - May 2015
Merchantry (acquired by Tradeshift) May 2012 - August 2012
HSBC Private Bank September 2010 - November 2011
HSBC October 2008 - September 2010
Credit Suisse February 2008 - August 2008
Skills
Corporate Finance, Venture Capital, Valuation, Financial Modeling, Venture Debt, Early-stage Startups, Fundraising, Start-up Consulting, Operations Management, Investment Advisory, Investment Banking, Private Equity, Due Diligence, Investment Strategies, Private Banking, Entrepreneurship, Wealth Management, Equities, Investments, Emerging Markets, Capital Markets, Inventory Analysis, Portfolio Management, Hedge Funds, Bloomberg
Education
INSEAD 2012 — 2013
Master of Business Administration (MBA), Corporate Finance & Entrepreneurship
University of Pennsylvania - The Wharton School 2013 — 2013
Exchange MBA, Entrepreneurship/Entrepreneurial Studies
Yeshiva University 2003 — 2007
Bachelor of Science, Finance, Biology
Credit Suisse October 2011 - Present
Credit Suisse January 2010 - September 2011
Credit Suisse January 2008 - December 2009
Credit Suisse August 2005 - December 2007
Credit Suisse November 2003 - July 2005
Proveedor Integral de Precios July 1999 - October 2003
Skills
Counterparty Risk, Credit Risk, Market Risk, Product Control, Price Testing, Derivatives, P&L Analysis, Fixed Income, Credit Derivatives, Financial Modeling, Emerging Markets, Valuation, Interest Rate..., Bloomberg, Quantitative Finance, Structured Products, Equity Derivatives, Project Management, Investment Banking, Commodity Markets
Education
Instituto Tecnológico Autónomo de México 1996 — 2000
BS, Actuarial Science
First Nickel Inc (TSX: FNI) September 2011 - Present
First Nickel Inc September 2011 - August 2015
Kinross Gold Corporation (NYSE: KGC, TSX:K) 2006 - 2011
Harry Winston Diamond Corp (NYSE: HWD, TSX:HW) 2009 - 2010
Texas Genco 2005 - 2005
Direct Energy 2004 - 2004
Sithe Energies 2001 - 2003
Credit Suisse 1986 - 2000
KPMG US 1983 - 1986
Skills
Operational Excellence, Capital Program..., Enterprise Risk..., Building and Managing..., Strategic Planning, Mergers & Acquisitions, Balance Sheet..., Executive Development, Investor Relations, Complex Project...
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, General
Indiana University Bloomington
Bachelor of Arts (B.A.), Accounting and Finance
Barclays May 2013 - Present
Credit Suisse June 2007 - May 2013
Skills
Portfolio Management, Equities, Financial Modeling, Bloomberg, Financial Analysis, Business Development, Series 7
Education
Loyola University of Chicago 2008 — 2011
Masters, Finance
Indiana University Bloomington 2002 — 2006
Bachelor of Science, Apparel Merchandising
The School of the Art Institute of Chicago
Fashion/Apparel Design
Goldman Sachs June 2015 - August 2015
Rocket Internet Linio February 2014 - June 2014
The Boston Consulting Group January 2013 - February 2014
Credit Suisse July 2010 - May 2011
Education
Princeton University 2014 — 2016
Master's Degree, Finance
Instituto Tecnológico Autónomo de México 2006 — 2012
Bachelor's Degree, Applied Mathematics
Various Governance Positions, Individual Investing and Teaching September 2012 - Present
Power Corporation of Canada February 2008 - May 2012
Credit Suisse July 1985 - January 2008
Education
Indiana University - Kelley School of Business 1980 — 1982
MBA, Finance
University of Illinois at Urbana-Champaign 1974 — 1978
BSIE, Industrial Engineering
Credit Suisse January 2014 - Present
Credit Suisse January 2009 - December 2013
Credit Suisse July 2007 - January 2009
Skills
Financial Modeling, Equities, Valuation, Investment Banking, Corporate Finance
Education
Indiana University - Kelley School of Business 2005 — 2007
MBA, Finance
Indiana University - Kelley School of Business 2001 — 2004
BS, Finance
INSA Lyon July 2009 - December 2009
Credit Suisse May 2009 - July 2009
Skills
Sustainability, Nanotechnology, Electric Vehicles, Materials Science, Matlab
Education
University of Pennsylvania 2011 — 2012
Master, Environment Studies
Nanyang Technological University 2007 — 2010
Institut national des Sciences appliquées de Lyon 2009 — 2009
Jefferies October 2008 - Present
Credit Suisse April 2004 - September 2008
Citi October 2001 - March 2004
Citi December 2000 - October 2001
Price Waterhouse Management Consultants September 1997 - December 2000
The Royal Marsden NHS Foundation Trust October 1994 - September 1997
Skills
Equity Research, Financial Modeling, Biotechnology, Valuation, Corporate Finance, Investments, Finance, Pharmaceutical Industry, Equities, Investment Banking, Capital Markets, Financial Analysis, Business Analysis, Financial Accounting, Banking
Education
Institute of Chartered Accountants in England and Wales 1997 — 2000
Chartered Accountant, Accounting
UCL 1994 — 1997
Doctor of Philosophy (Ph.D.), Molecular Pharmacology, Ph.D.
UBS Investment Bank July 2014 - Present
Credit Suisse July 2011 - July 2014
Vitech Systems Group April 2007 - July 2011
Geadah Bros December 2004 - July 2006
Logos s.a.r.l. April 2003 - December 2004
Hosep Food Processing Co June 2000 - January 2003
Skills
Software Project..., Business Strategy, Business Analysis, Business Process..., Agile Methodologies, Product Management, New Business Development, User Experience, Product Development, SDLC, Gamification
Education
INSEAD 2012 — 2012
MBA
Maharishi University of Management 2006 — 2007
M.S., Computer Science
Haigazian University 1998 — 2003
B.S., Computer Science
Madison Dearborn Partners September 2008 - Present
Credit Suisse 2001 - September 2008
Education
Indiana University Bloomington 1997 — 2001
J.P. Morgan June 2013 - Present
J.P. Morgan October 2012 - June 2013
The Birch Wathen Lenox School September 2007 - June 2010
J.P. Morgan January 2007 - June 2007
University of Pennsylvania June 2005 - August 2005
Credit Suisse June 2004 - August 2004
Credit Suisse June 2003 - August 2003
Skills
Series 7, Spanish, Microsoft Office, Leadership, Strong Problem Solving..., English, French, Strong Written..., Work Well in Teams, Computer Proficiency, Strong Quantitative..., Strong Verbal..., Personable, Work Well Independently, Strong Analytical Skills, Internet Researching...
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Mathematics, 3.6
Indiana University Bloomington 2010 — 2012
Master of Arts (M.A.), Mathematics, 3.708
Credit Suisse January 2015 - Present
Wipro Technologies January 2014 - Present
Skills
C++, J2EE, WebSphere Message Broker, Java, Spring, Eclipse, Java Enterprise Edition, MySQL, Agile Methodologies, Requirements Analysis, Servlets, Software Project..., Struts, Web Services, C, Spring Framework
Education
IGNOU
PGDIFM, Finance and Financial Management Services
Symbiosis institute of Management Studies
PGDIB
Vishveshvaraih Technological University
Bachelor of Engineering (B.E)
Credit Suisse June 2012 - Present
Credit Suisse June 2011 - August 2011
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science in Business, Finance and Accounting
Meyler Capital July 2013 - Present
JASP Capital Management January 2012 - July 2013
Interlachen Capital Group September 2010 - December 2011
RBC Global Arbitrage and Trading August 2009 - August 2010
Credit Suisse February 2006 - March 2008
Credit Suisse March 2001 - February 2006
O'Connor & Associates / Swiss Bank / UBS July 1990 - March 2001
Skills
Certifications: Series..., Equity Derivatives, ETFs, Proprietary Trading, Risk Management, Trading, Electronic Trading, Trading Systems, Equities, Financial Markets, Options, Bloomberg, Derivatives, Equity Trading, Commodity, Structured Products, Capital Markets, Securities, Financial Structuring, Fixed Income, Asset Management, Market Data, Investment Banking, Series 7, FX Options, Volatility, Investments, Series 63, Currency, Hedging, Portfolio Management, Hedge Funds, Trading Strategies, Emerging Markets, Alternative Investments, Strategy, FX trading, Investment Strategies, Quantitative Finance, Valuation, Asset Allocation, Private Equity, Equity Research, Fund Of Funds, Investment Advisory, Prime Brokerage, Mutual Funds, Bonds, Back Office, Financial Modeling
Education
Indiana University Bloomington 1986 — 1990
BBA, Double Major in Finance and Real Estate
University of Chicago 1993 — 1994
MBA Coursework
Cummins Inc. August 2014 - Present
Biomet March 2009 - August 2014
Credit Suisse July 2007 - December 2008
Skills
Due Diligence, Financial Modeling, Treasury, Financial Analysis, Corporate Finance, Private Equity
Education
Indiana University - Kelley School of Business 2003 — 2007
Business, Finance
Integral Development Corporation 2011 - Present
Credit Suisse 2005 - 2010
Siebel Systems, Inc. 2001 - 2004
Skills
Mandarin, Foreign Exchange, Electronic Trading, Business Development, Software Project..., Scrum, Derivatives, Fixed Income, Capital Markets, Investment Banking, Financial Markets, Trading, Interest Rate..., CRM, Software Development, Operations Research, Agile Methodologies, Management, Product Management, SaaS
Education
INSEAD 2004 — 2005
MBA
University of California, Berkeley 1997 — 2000
B.A., Computer Science, Business
University of California, Berkeley, Haas School of Business 1997 — 2000
Minor, Business
Lowell High School
Morgan Stanley February 2009 - Present
Jefferies & Company November 2004 - February 2009
Credit Suisse April 1997 - November 2004
Education
Indiana University Bloomington 1991 — 1995
BS
Lee Associates 2008 - Present
Credit Suisse 2000 - Present
Education
INSEAD
MBA
Kyoto University
MLitt
Lomonosov Moscow State University (MSU)
MD
Università di Bologna
MA
Credit Suisse July 2013 - Present
Bank of America Merrill Lynch October 2006 - May 2013
UBS Investment Bank October 2004 - September 2006
UBS Investment Bank January 2004 - October 2004
Skills
Capital Markets, Financial Modeling, Derivatives, Investment Banking, Corporate Finance, Financial Analysis, Fixed Income, Bloomberg
Education
Instituto Tecnológico Autónomo de México 1998 — 2003
Bachelor, Economics
Credit Suisse July 2007 - Present
Skills
Banking, Investment Banking, Strategy, Financial Markets, Portfolio Management, Corporate Finance, Capital Markets, Investments, Derivatives, Business Strategy
Education
INSEAD 2014 — 2014
AMP, 102. AMP Programm
Credit Suisse April 2013 - Present
Rapid Fitness January 2011 - March 2013
The EFT Group October 2009 - March 2013
Mediant Communications September 2008 - February 2009
Carolina and Chelsea Theaters June 2003 - August 2006
Skills
QuickBooks, ADP Payroll, Flex-Pay Payroll System, Microsoft Office, Microsoft Excel, Microsoft Word, Paychex, Human Resources, Accounts Payable, Accounting, Payroll, Marketing, Sales, Financial Analysis, Training
Education
North Carolina State University 2007 — 2009
Bachelor's, Business Administration - Marketing
IAE Aix-en-Provence, Aix-Marseille University GSM 2008 — 2008
International Marketing
Indiana University Bloomington 2003 — 2006
Business Administration and Management, General
Waste Industries March 2014 - Present
NC Dept. of Health & Human Services April 2010 - February 2014
Tekelec January 2010 - January 2010
Quintiles November 2008 - December 2008
Credit-Suisse September 2006 - June 2008
Kohler Company June 2005 - July 2006
Damon's International January 2001 - March 2002
US Navy August 1992 - August 1996
Skills
SAP, Microsoft Excel, PeopleSoft, Business Objects, Essbase, Lean Manufacturing, Forecasting, Financial Analysis, Cost Accounting, Accounting, Budgets, Access, Inventory Management, Process Improvement, PowerPoint, Training, Microsoft Word, Microsoft Office, Outlook, Variance Analysis, Financial Modeling, Account Reconciliation, Finance, Leadership, Management, Analysis
Education
Indiana Wesleyan University 2002 — 2004
Master's, Business Administration
Purdue University - Krannert School of Management 1996 — 2000
B.S., Management
MBA@UNC: The Online MBA at UNC Kenan-Flagler June 2011 - Present
Semester Online August 2013 - May 2014
Credit Suisse June 2011 - April 2013
Old National Bank December 2009 - June 2011
BKD CPAs & Advisors 2007 - 2009
Skills
Microsoft Office, PeopleSoft, Accounts Receivable, Accounts Payable, Essbase, CPA, US GAAP, Financial Accounting, Auditing, General Ledger
Education
University of North Carolina at Chapel Hill 2014 — 2015
Master's degree, Accounting
Indiana University - Kelley School of Business 2004 — 2007
Bachelors, Accounting
Credit Suisse July 2012 - Present
UCLA Anderson School of Management August 2010 - June 2012
Credit Suisse June 2011 - September 2011
Mefcom Capital Markets September 2008 - June 2010
Banc of America Securities July 2005 - June 2008
Skills
Valuation, Mergers, Financial Analysis, Financial Modeling, Investments, Investment Banking, DCF, LBO, Solvency, Credit Risk, Benchmarking, IPO, Analysis, Portfolio Management, Asset Management, Mergers & Acquisitions, Finance, Due Diligence, Capital Markets, Corporate Finance
Education
UCLA Anderson School of Management 2010 — 2012
MBA
Indiana University - Kelley School of Business 2002 — 2005
B.Sc
Microsoft September 2015 - Present
The Boston Consulting Group March 2013 - Present
INSEAD January 2012 - December 2012
John Deere July 2012 - August 2012
Credit Suisse June 2010 - September 2011
JP Morgan October 2008 - June 2010
Lehman Brothers May 2008 - October 2008
Morgan Stanley March 2005 - October 2008
Skills
Financial Modeling, Competitive Analysis, Business Analysis, Business Strategy, Strategic Planning, Leadership, New Business Development, CRM, Management, Business Intelligence, Project Management, Management Consulting, Strategy, Consulting, Analytics, Business Development, Analysis
Education
INSEAD 2012 — 2012
MBA, General Management
UP Technical University in 2004 2000 — 2004
Bachelor of Technology (BTech), Computer Science and Engineering, Honors, Top 2% of class, secured 1st rank in final year
Google January 2015 - Present
Mead Park Management LLC/DLAM 2013 - 2015
Credit Suisse 2010 - 2012
Banc of America Securities 2005 - 2009
Octagon Credit Investors (J.P. Morgan Partners) 2004 - 2005
Bain Capital 2003 - 2004
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Equities, Portfolio Management, Asset Management, Leveraged Finance, Bonds, High Yield Bonds, High Yield, Leveraged Lending, Fixed Income, Fixed Income Portfolio..., Fixed Income Analysis, Restructuring, Debt Restructuring, Credit Analysis, Credit Risk, Credit, Private Equity, Financial Sponsors
Education
Indiana University - Kelley School of Business 1999 — 2003
Bachelor of Science, Finance, Sociology
NetApp April 2014 - Present
Cisco Systems February 2013 - November 2013
Cisco Systems June 2012 - February 2013
Credit Suisse January 2011 - June 2012
New Breed Logistics May 2010 - December 2010
Genworth Financial August 2009 - May 2010
AT&T August 2006 - August 2009
Wachovia Securities September 2005 - March 2006
Infoscore Financial September 2001 - August 2005
XBond Corporation October 2000 - March 2001
Skills
Systems Analysis, Business Analysis, SharePoint, MS Project, Data Analysis, Project Management, Visio, Business Intelligence, SQL, SDLC, Microsoft SQL Server, Agile Methodologies, VOIP, Support Management, Testing, Oracle, Oracle BI EE, Unix, VoIP, Vendor Management, CRM, Integration, Databases, Business Process, Requirements Gathering, Requirements Analysis, Software Documentation, Disaster Recovery, Technical Documentation, Scrum, Access, Communication, Quality Assurance, Program Management, User Acceptance Testing, Analysis, PL/SQL, SaaS, Cross-functional Team..., Enterprise Software, Troubleshooting, Visual Basic, Management, Resource Management, Leadership, Training, Business Requirements, Pre-sales, Information Technology, Process Improvement
Education
University of Phoenix 2005 — 2007
MBA/TM, Master in Business Administration / Technology Management
Instituto Tecnológico Autónomo de México 1998 — 1999
Diploma, Project Management
Instituto Tecnológico de Santo Domingo 1984 — 1988
BS, System Engineering
COCOFAM 1974 — 1984
Graduate, Physics and Mathemathics
Morgan Stanley June 2014 - Present
Credit Suisse January 2013 - June 2014
Credit Suisse April 2011 - December 2012
Credit Suisse May 2008 - March 2011
Credit Suisse June 2007 - August 2007
ENI Group (Saipem) February 2004 - October 2006
General Electric August 2003 - February 2004
Italian Navy January 2002 - March 2003
Skills
Mergers, Corporate Finance, Investment Banking, Oil, Financial Modeling, Valuation, Capital Markets, Energy, Mergers & Acquisitions, Strategy, Due Diligence, Emerging Markets, Oil & Gas Industry, Private Equity, LBO
Education
INSEAD 2007 — 2007
MBA, Finance, Strategy and General Mgnt
Università di Pisa 1985 — 2001
MEng, Aerospace Engineering
Odyssey Re August 2015 - Present
NASDAQ OMX August 2012 - April 2015
Credit Suisse April 2008 - August 2012
HSBC August 2001 - April 2008
New York Institute of Finance June 2000 - July 2001
Skills
Applicant Tracking..., Banking, Capital Markets, Change Management, College Recruiting, Deferred Compensation, Employee Benefits, Employee Engagement, Employee Relations, Employment Law, Equities, Financial Services, Fixed Income, HRIS, Human Resources, Interviews, Investment Banking, Leadership, Leadership Development, Management, Onboarding, Organizational..., PeopleSoft, Performance Management, Personnel Management, Recruiting, Risk Management, SDLC, Strategy, Succession Planning, Talent Acquisition, Talent Management, Training, Vendor Management
Education
Institute for Integrative Nutrition 2014 — 2015
Integrative Nutrition Health Coach, Foods, Nutrition, and Wellness Studies, General
New York University 1998 — 2000
MA, Business Education
Indiana University of Pennsylvania 1993 — 1998
Credit Suisse February 2014 - January 2015
Bloomberg LP May 2013 - December 2013
Sun Hung Kai Financial June 2012 - November 2012
Education
Indiana University - Kelley School of Business
Bachelor of Science (B.S.), Finance
Robertson Stephens Partners May 2015 - Present
JonesTrading December 2013 - May 2015
BTIG LLC December 2009 - September 2013
Gabriel & Company LLC July 2006 - November 2009
Credit Suisse March 1998 - July 2006
ING - Furman Selz February 1997 - March 1998
Montgomery Securities - Bank of America February 1992 - July 1995
Skills
Corporate Access, Business Development, Investor Relations, Sales, Fundraising, Private Equity, Leveraged Finance, Private Companies, Corporations, Hedge Funds, Japanese Equities, Institutional Research, Business Strategy, Industry Roundtables, Corporate Services, Equities
Education
Indiana University Bloomington 1978 — 1982
BA, Economics, Minor in Business
J Everett Light 1976 — 1977
Digital Media Arts, Film & Televison
Credit Suisse August 2015 - Present
Credit Suisse January 2014 - August 2015
Credit Suisse March 2010 - January 2014
Credit Suisse December 2008 - March 2010
Zensar October 2006 - December 2008
Birlasoft October 2005 - October 2006
Convergys October 2005 - October 2006
Imaginations - Engineers & Consultants April 2003 - June 2005
NIIT Technologies Limited May 2002 - February 2003
Skills
Oracle, Team Management, Management, .NET, PMP, Solution Architecture, Business Analysis, Leadership, Requirements Analysis, Spring, Core Java, SDLC, Sybase, C#, Hibernate, Java Enterprise Edition, Microsoft SQL Server, SQL, Quality Assurance, XML, Web Services, AJAX, ASP.NET, Analysis, JMS, Weblogic, SOA, Architecture, PL/SQL, Agile Methodologies, JavaScript, Data Architecture, VB.NET, Linux, Shell Scripting, Informatica, JSON, jQuery, AngularJS, Bootstrap, iOS Development, NoSQL, MangoDB, R, Software Project..., Databases, Spring Framework
Education
Indira Gandhi National Open University 2001 — 2004
MCA
Indira Gandhi National Open University 2001 — 2003
ADCA
Indira Gandhi National Open University 2001 — 2002
PGDCA
Punjabi University 1998 — 2001
BCA, Computer Applications
Kendriya Vidyalaya
Wharton Latino Undergraduate Association January 2015 - Present
J.P. Morgan June 2015 - July 2015
The Wharton School September 2013 - May 2015
Morgan Stanley June 2014 - August 2014
El Nuevo Dia August 2010 - May 2014
Undergraduate Assembly March 2013 - April 2014
Government Development Bank for Puerto Rico June 2013 - July 2013
Credit Suisse May 2013 - May 2013
The Daily Pennsylvanian January 2013 - May 2013
Office of the Governor of Puerto Rico June 2011 - July 2012
Skills
Spanish, Photoshop, Translation, Public Speaking, Social Media, Editing, Public Relations, English, Facebook, Social Media Marketing, Research, Corporate Communications, Social Networking, Non-profits, Journalism, Microsoft Office, Blogging, Entrepreneurship, Nonprofits, Event Planning, Fundraising, Creative Writing, Press Releases, PowerPoint, Media Relations, Crisis Management, Politics, Government, French, Copy Editing, Strategic Communications, Marketing Communications, Advertising, News Writing, Event Management, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Writing, Customer Service
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics & Bachelor of Arts in International Studies, Huntsman Program
Institut d'Etudes Politiques de Lyon 2014 — 2014
Study Abroad, SciencesPo
Colegio San Ignacio de Loyola 2006 — 2012
High School Diploma
CNO Financial Group 2014 - Present
Piper Jaffray 2013 - January 2014
Credit Suisse April 2012 - August 2012
PNC May 2011 - August 2011
Skills
Financial Analysis, Investment Banking, Accounting, Financial Modeling, Valuation, Portfolio Management, Equity Trading, Fixed Income
Education
Indiana University - Kelley School of Business 2011 — 2013
MBA, Financial Analysis
Indiana University - Kelley School of Business
Bachelor of Science (BS), Accounting
Credit Suisse 2010 - Present
Bridgewater Associates March 2010 - November 2010
Lehman Brothers 2005 - 2008
Skills
Fixed Income, Financial Modeling, Capital Markets, Derivatives, Investment Banking, Equities, Risk Management, Trading Systems, Valuation, Portfolio Management, Emerging Markets, Due Diligence, Private Equity
Education
INSEAD 2009 — 2009
MBA, Finance
University of Pennsylvania - The Wharton School 2009 — 2009
MBA, Finance
Stony Brook University 2001 — 2005
BS/BA, Computer Science & Business Management
J.P. Morgan July 2015 - Present
Auronix November 2013 - January 2015
Princeton University September 2008 - August 2013
Credit Suisse April 2007 - June 2008
AT Kearney October 2006 - January 2007
Skills
Quantitative Finance, C++, Mathematics, Matlab, C, Excel, VBA, Statistics, Algorithms, LaTeX, Machine Learning, Applied Mathematics, Mathematical Modeling, Numerical Analysis
Education
Princeton Univesity 2008 — 2013
Ph. D., Applied Mathematics
Instituto Tecnológico Autónomo de México 2002 — 2006
Licenciatura en Matemáticas Aplicadas ( B. Sc. Applied Math ), Applied Mathematics
Dave & Buster's Inc. August 2015 - Present
Jamba Juice April 2015 - Present
NYCconsult.com January 2013 - May 2013
Credit Suisse February 2011 - February 2013
Burger King Corporation October 2012 - January 2013
Street Wise November 2010 - July 2011
Northern Manhattan Improvement Corporation October 2010 - July 2011
El Morocco November 2008 - January 2009
Skills
Direct Marketing, Great communications..., Highly self-motivated, Music Production, Soldering, Pro Tools, Reason, Logic, Music, Recording, Marketing, Sound, Music Industry, Songwriting, Public Speaking, Composition, Community Outreach, Social Media, Event Planning, Social Networking, Leadership, Event Management, Program Development, Research, Microsoft Office, Customer Service, Editing, Microsoft Excel
Education
Institute of Audio Research 2014 — 2015
Diploma, Audio Engineering, 3.0
SAE Institute for Music 2011 — 2012
Certification, Electronic Music Production
Northern Manhattan Improvement Corp. 2010 — 2011
General Equivalency Diploma
Exelon September 2014 - Present
Exelon August 2012 - August 2014
Duff & Phelps September 2010 - August 2012
Duff & Phelps July 2008 - August 2010
Credit Suisse June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Financial Reporting, Accounting, Mergers & Acquisitions, Analysis, Valuation, Finance
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Accounting & Finance
Indiana University - Kelley School of Business 2003 — 2008
BS, Accounting & Finance
Credit Suisse July 2015 - Present
Credit Suisse 2014 - Present
Kelley School of Business April 2013 - Present
Arthur J. Gallagher and Co. June 2013 - August 2013
Black Sheep Golf Club April 2009 - August 2013
CME Group June 2012 - August 2012
American Cancer Society May 2010 - August 2010
Skills
Multivariable Calculus, Differential Equations, Microsoft Excel, @Risk, Salesforce.com, Microsoft Word, PowerPoint, Public Speaking
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Finance
Indiana University Bloomington 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
FactSet June 2015 - Present
Credit Suisse February 2014 - August 2014
Knall-Cohen Investment Fund August 2013 - February 2014
BTown Tutor August 2013 - November 2013
Transphero Mobility Solutions May 2013 - August 2013
Billy Casper Golf Management - Cranbury Golf Club May 2013 - August 2013
West Windsor Waterworks May 2008 - August 2012
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Finance, Entrepreneurship & Corporate Innovation
Fidus Investment Advisors, LLC July 2014 - Present
Phi Sigma Kappa-Sigma Triton September 2012 - September 2013
Credit Suisse June 2013 - August 2013
ViMedicus, Inc. May 2012 - January 2013
Phi Sigma Kappa-Indiana University November 2011 - September 2012
Hinsdale Little League June 2005 - August 2011
Skills
Financial Modeling, Leadership, Data Analysis, Public Speaking, Management, Financial Analysis, Microsoft Excel, Market Research, Microsoft Word, PowerPoint, Project Management, Marketing, Negotiation, Valuation, Analysis
Education
Indiana University 2010 — 2014
Bachelor of Science (BS), Finance
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Business; Finance, Junior
Morgan Stanley January 2015 - Present
Morgan Stanley January 2014 - Present
Credit Suisse January 2013 - December 2013
Credit Suisse August 2011 - December 2012
Credit Suisse March 2009 - August 2010
Credit Suisse July 2006 - December 2008
MIT International Center for Air Transportation November 2004 - November 2005
AgustaWestland June 2004 - August 2004
Skills
Quantitative Analytics, Emerging Markets, Investment Banking, Structured Finance, Fixed Income, Derivatives, Bloomberg, Capital Markets, Financial Structuring, Financial Modeling, Alternative Investments, Valuation, Structured Products, Private Equity
Education
INSEAD 2010 — 2011
MBA, General Management
Massachusetts Institute of Technology 2002 — 2006
B.Sc, Aero/Astro Engineering
Credit Suisse July 2014 - Present
Credit Suisse January 2007 - July 2014
Credit Suisse - NY July 2005 - December 2006
Credit Suisse - London May 2004 - June 2005
Satyam Computer Services Ltd. 2000 - 2004
Skills
SDLC, Business Analysis, Data Warehousing, Requirements Analysis, Investment Banking, Software Project..., Informatica, Requirements Gathering, Oracle, IT Strategy, Vendor Management, Business Intelligence, Solution Architecture, PL/SQL, ETL, Data Modeling, PMP, Offshoring, Back Office, Risk Management, Global Delivery, Business Objects, SQL, Project Delivery, Project Portfolio..., Banking, Quality Center, Program Management, OBIEE, Core Banking, Release Management, Microsoft SQL Server, PMO, Business Requirements, Databases, User Acceptance Testing, Enterprise Architecture, SOA, Data Migration
Education
The Chinese University of Hong Kong 2010 — 2011
Post Graduate Diploma in Global Finance, Finance
Indira Gandhi National Open University 2000 — 2002
Post Graduate Diploma In Management, Operations
University of Madras 1996 — 1999
Bachelors in Engineering, Electronics & Communication
Credit Suisse January 2012 - Present
Credit Suisse December 2008 - January 2012
Roland Berger Strategy Consultants March 2004 - November 2006
Skills
Corporate Strategy, Fundamental Analysis, Corporate Finance, Value Investing, Return on Investment..., Investment Valuation, Business Valuation, Mergers & Acquisitions, Investments, Finance, Derivatives, IPO
Education
INSEAD 2007 — 2007
MBA, Business Administration and Management, General
Universidad Pontificia Comillas 1997 — 2003
Licenciatura, Business
Universidad Pontificia Comillas 1997 — 2002
Licenciatura, Law
Goldman Sachs June 2013 - Present
Weiler Arnow Mgmt Co., Inc. September 2011 - August 2012
Credit Suisse August 2002 - December 2008
Arrow Electronics June 2000 - June 2002
Education
Indiana University Bloomington 1996 — 2000
Bachelors, Finance
Waterloo Investment Holdings Limited January 2012 - Present
Blocadi Capital LLC January 2011 - Present
Jefferies & Company October 2007 - December 2010
Lehman Brothers June 1995 - December 2006
Credit Suisse 1988 - 1995
Skills
Investment Banking, Mergers, Corporate Finance, Private Equity, Capital Markets, Corporate Development, Financial Modeling, Equities, Valuation, Venture Capital, Hedge Funds, Fixed Income, Investments, Restructuring, Mergers & Acquisitions, Portfolio Management, Management, Financial Services, Finance, LBO, Financial Structuring, Emerging Markets, Structured Finance
Education
INSEAD 1987 — 1988
MBA
Universiteit Leiden 1977 — 1982
Master of Laws
First Data Corporation May 2015 - Present
TD Ameritrade January 2015 - May 2015
Neuberger Berman December 2013 - December 2014
Vertical Resources January 2001 - December 2014
Citi August 2013 - December 2013
Credit Suisse October 2009 - January 2011
Marsh Business Continuity Risk Consulting January 2007 - October 2009
TABB Group June 2008 - April 2009
Bank of America May 2005 - January 2007
Merrill Lynch February 2000 - May 2005
Skills
Project Portfolio..., Business Continuity, Disaster Recovery, PMO, IT Strategy, Vendor Management, SDLC, Program Management, Governance, Risk Assessment, ITIL, Change Management, Strategic Planning, Enterprise Architecture, Integration, Business Process, Outsourcing, Risk Management, Strategy, Project Management, Data Center, Management, Process Improvement, Enterprise Software, MS Project, Consulting, Leadership, SharePoint, Product Management, Project Planning, Start-ups, Analysis, Infrastructure, PMP, Quality Assurance, Business Process..., Project Delivery, IT Management, Professional Services, Management Consulting, Executive Management, Software Project..., Information Technology, Business Transformation, Business Intelligence, IT Service Management, Business Process..., Security, Solution Architecture, Resource Management
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Management Information Systems, Accounting
Indiana University Bloomington 1979 — 1983
BS, Business, Finance & Accounting
The Juilliard School 1978 — 1979
Piano Performance
John Adams High School
GoldenTree Asset Management April 2007 - Present
Credit Suisse 2006 - 2007
Skills
Hedge Funds, Alternative Investments, Fixed Income, Bloomberg, Equities, Asset Management, Portfolio Management, Valuation, Investments, Derivatives, Equity Research, Bonds
Education
Indiana University Bloomington 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
J.P. Morgan April 2014 - Present
UBS Investment Bank April 2011 - April 2014
Credit Suisse November 2007 - April 2011
UBS Investment Bank July 2002 - October 2007
SalomonSmithBarney October 2001 - July 2002
Morgan Stanley March 2001 - October 2001
Ernst&Young June 2000 - March 2001
Ernst & Young June 1999 - June 2000
PricewaterhouseCoopers June 1998 - August 1998
KPMG Fides (Zurich) March 1998 - May 1998
Skills
Product Control, Change Management, Project Management, Strategy, System Architecture, Equities, Fixed Income, Investment Banking, Capital Markets, Hedge Funds, Derivatives, Prime Brokerage, Equity Derivatives, Portfolio Management, Interest Rate..., Asset Management, Structured Finance, Accounting, Risk Management, Market Risk, Finance, Middle Office, Banking, Corporate Finance, Swaps, Trading Systems, Alternative Investments, Structured Products, Credit Derivatives, Securities Lending, Valuation, Emerging Markets, Business Process, Trading, Foreign Exchange, Funding, Investments, Cash Management, Financial Modeling, Analysis, FX Options, Options, Financial Risk, Credit, Financial Services, Series 7, Asset Managment, Credit Risk, Bonds, Due Diligence
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Accounting
Indiana University - Kelley School of Business 1994 — 1997
BS, Accounting
Carmel High 1990 — 1994
AlpInvest Partners April 2013 - Present
Credit Suisse September 2006 - April 2013
Duff & Phelps 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Strategic Planning, Private Equity, Financial Modeling, Financial Analysis
Education
Indiana University Bloomington
Bachelor of Science, Finance
42 Capital September 2008 - Present
Pace University March 2012 - December 2013
Citigroup Global Markets, Inc July 2006 - August 2008
Credit Suisse August 2004 - June 2006
Goldman, Sachs & Co May 1998 - January 2003
Skills
Hedge Funds, Investments, Portfolio Management, Asset Allocation, Fund Of Funds, Alternative Investments, Equities, Emerging Markets, Commodities, Commodity, Derivatives, Due Diligence, Behavioral Finance, Structured Products, Financial Markets, Options, Trading, Investment Management, Risk Management, Finance, Mutual Funds, Valuation, Strategy
Education
INSEAD 2003 — 2003
MBA, Investment Management
Lifesavory 2014 - Present
Wells Fargo 2011 - 2014
Dole Food Company 2010 - 2011
Bonobos January 2010 - May 2010
Barclays Capital June 2009 - August 2009
Hurley May 2009 - June 2009
Credit Suisse 2004 - 2007
BlackRock Financial Management July 2002 - October 2003
Additional Past Work Experience 1996 - 2002
Skills
Strategy, Emerging Markets, Financial Modeling, Valuation, Private Equity, Research, Investments, Entrepreneurship, Venture Capital, Start-ups, Sales, Marketing, Trading, Programming, Management, Analytics, Business Development, Competitive Analysis
Education
University of Pennsylvania - The Wharton School
MBA
Massachusetts Institute of Technology
BS
Polimoda/Fashion Institute of Technology
Foundation in Fashion Design
Institute of Culinary Education
Credit Suisse October 2001 - Present
SilverStream Software January 1995 - October 2001
Power 2000 1995 - 1999
Skills
Sales, Client Service Oriented, Portfolio Assessment, Equities, Financial Analysis, Valuation, Strategy, Project Management, Product Development, Work Ethic, People Skills, Financial Modeling, Corporate Finance, Investments
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
Indiana University Bloomington 1991 — 1995
Bachelor of Business Administration (BBA)
Merrill Lynch December 2010 - Present
Jamaika International June 2006 - Present
Credit Suisse December 2009 - August 2010
Geepush June 2009 - September 2009
Cognizant Technology Solutions April 2006 - April 2009
Electric Power Research Institute, Palo Alto, CA September 2005 - March 2006
Scandent Solutions (now Cambridge Solutions) June 2002 - August 2005
SSI Technologies (now known as Cambridge Solutions Ltd) June 2000 - June 2002
Eltech - Polymorph Technologies, Singapore December 1999 - June 2000
Visions@Work - Advanced Technology Labs, Chennai April 1998 - December 1999
Education
University of Madras 1981 — 1984
BS
Institute of Company Secretaries of India
ACS
Magnetar Capital April 2008 - April 2009
Credit Suisse 2005 - 2008
Education
Indiana University Bloomington 2001 — 2003
PwC August 2014 - Present
Grant Thornton LLP January 2013 - July 2014
Hughes Accounting Solutions January 2012 - January 2013
Credit Suisse 2011 - 2012
SAP 2010 - 2011
PricewaterhouseCoopers 2006 - 2010
Skills
SEC filings, SOX 404, IFRS, US GAAP reporting, SOP 97-2, Project Management, Financial Reporting, Internal Controls, Software Revenue..., Auditing, Internal Audit, SAP FICO, Microsoft Office, Accounting, US GAAP, Sarbanes-Oxley Act
Education
Indiana University-Purdue University at Indianapolis 2005 — 2007
Master of Science, Accounting
Indiana University Bloomington 2002 — 2005
Bachelor of Science, Accounting and Finance
Bloomberg LP March 2015 - Present
Bloomberg October 2009 - Present
Credit Suisse March 2005 - September 2009
Alexander Mann Solutions 2006 - 2008
Skills
Sourcing, Hiring, Talent Acquisition, Recruitment/Retention, Direct Sourcing, Interviewing, Full-cycle Recruiting
Education
Indiana University Bloomington 1998 — 2002
Materne North America - GoGo squeeZ January 2014 - Present
Materne, North America January 2013 - December 2013
Materne North America - GoGo squeeZ March 2012 - December 2012
Merriman Capital August 2009 - October 2011
INSEAD January 2008 - December 2008
Credit Suisse July 2008 - August 2008
Bratskeir & Company March 2005 - September 2007
Skills
Public Relations, Hedge Funds, Strategy, Asset Management, Entrepreneurship, Marketing Communications, Trading, Management, Market Research, Start-ups, Press Releases, Budgets, Business Strategy, Marketing Strategy, Marketing, Integrated Marketing, Business Development, Strategic Planning, Brand Management, Social Media Marketing, Social Media, Competitive Analysis
Education
INSEAD 2008 — 2008
MBA
University of Guelph 2000 — 2004
Bachelor of Science, Biology, General
Northern SS 1996 — 2000
Credit Suisse March 2006 - Present
Skills
Disaster Recovery, IT Service Management, Vendor Management, Incident Management, IT Strategy, Business Analysis, IT Management, Technical Support, SDLC, IT Operations, Active Directory, Data Center, Infrastructure, BMC Remedy, Information Technology, SharePoint, Service Delivery, Project Management, Troubleshooting, Business Process..., Process Improvement, Operating Systems, Enterprise Architecture, System Deployment, Program Management, Team Leadership, System Administration, Windows 7, Citrix, Servers, Business Continuity, Visio, Integration, Software Documentation, DNS, Windows, VMware Infrastructure, Windows Server, Virtualization, Change Management, Cloud Computing, Governance, Security, Databases, VMware ESX, ITIL v3 Foundations..., DataMinder, Compliance Accelerator, Discovery Accelerator, SQL
Education
Indiana University of Pennsylvania 1998 — 2003
Bachelor of Science, Management Information Systems
Credit Suisse October 1998 - Present
Bank of America June 1996 - October 1998
Houlihan Lokey May 1992 - July 1994
Boulevard Bank June 1990 - May 1992
Skills
Valuation, Corporate Finance, Financial Risk, Portfolio Management, CRM, Finance, Financial Modeling, Strategy, Securities, Equities, Fixed Income, Hedge Funds, Capital Markets, Investments, Asset Management
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Finance
Indiana University Bloomington 1986 — 1990
BS 90, Business Finance
Fairfield County's Community Foundation April 2012 - Present
UBS August 2010 - November 2011
Credit Suisse February 1997 - April 2009
Goldman Sachs July 1990 - May 1995
Skills
Risk Management, Financial Analysis, Budget, Program Management, Auditing, Budgets, Leadership, Management, Project Management, Investment Banking, Equities, Strategy, Finance, Business Development, Training, SDLC
Education
Pace University 2010 — 2012
MPA, Nonprofit Management
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, MIS
Indiana University Bloomington 1980 — 1984
BA, Individualized Major Program
UBS 2009 - Present
TECC 1985 - Present
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2000
Salomon Bros 1990 - 1994
Salomon Brothers 1990 - 1994
Education
Indiana University of Pennsylvania 1980 — 1984
Credit Suisse 2012 - Present
NEW 2014 - Present
Skills
Wealth Management, Private Banking, Family Office, Statistical Data..., Competitive Intelligence, Data Mining, Business Intelligence, MBA Finance, Relationship Management, Asset Allocation, Information Security, Asset Management, Cyber, UHNW, Financial Analysis, Options Strategies, New Client Acquisitions, Link Analysis, Equity Derivatives, Series 7, Organizational Design, Russian, Business Process..., Performance Management, Polish, Instructional Design, VBA, Strategy Development, Change Management, Python, Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Michigan State University
B.S., Human Biology
Indiana University Bloomington
Advanced Russian Language/SWSEEL
Webster University
Master of Science (MS), Finance
Credit Suisse August 2010 - Present
Gotham Consulting Partners August 2009 - August 2010
Barclays Capital June 2008 - July 2008
Protego Asesores - Evercore Partners December 2004 - April 2007
Skills
Investment Banking, Fixed Income, Private Equity, Financial Structuring, Management Consulting, Due Diligence, Leadership, Financial Modeling, Strategy, Finance, Valuation, Capital Structure, Corporate Finance, Mergers, Structured Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA), double major in Finance and Multi-National Management
University of Pennsylvania 2007 — 2009
Master of Arts (MA), International/Global Studies, The Lauder Institute
Instituto Tecnológico Autónomo de México 1997 — 2002
BS, Economics
Credit Suisse July 2015 - Present
AXA US May 2013 - Present
UBS August 2012 - April 2013
Egon Zehnder International 2009 - 2012
Egon Zehnder International October 2007 - 2009
Alcatel-Lucent 1998 - 2007
Morgan Stanley 1997 - 1998
UBS 1996 - 1997
A.T. Kearney 1995 - 1996
Skills
Executive Search, Product Management, Financial Analysis, Forecasting, Analysis, Fluent Spanish, Spanish, Competitive Analysis, Business Planning, Strategy, Change Management, Mergers & Acquisitions, Business Development, Cross-functional Team..., Market Research, Management Consulting, Process Improvement, Talent Management, Project Management, Leadership, Valuation, Executive Management, Talent Acquisition, Business Transformation, Business Process, Recruiting, Banking, Emerging Markets, Human Resources, Project Planning, Financial Services, Start-ups, Financial Modeling, Business Process...
Education
University of Michigan 1993 — 1995
MBA, International Business
Instituto Tecnológico Autónomo de México 1986 — 1989
Bachelors in Business Administration, Corporate Finance
Saudi Aramco November 2013 - Present
Moody's Investors Service October 2012 - October 2013
Credit Suisse 2008 - 2012
Credit Suisse August 2004 - December 2007
Shell Oil Products US June 2003 - August 2003
Shell Oil Company 2000 - 2002
Wazir Ali Industries January 2000 - June 2000
Education
Yale University - Yale School of Management 2002 — 2004
MBA, Finance, General
Institute of Business Administration 1996 — 1998
Karachi, Pakistan
Gofen & Glossberg November 2014 - Present
Gentry Financial Corporation June 2013 - November 2014
Vestor Capital Corporation April 2011 - November 2012
Gerson Lehrman Group November 2009 - 2010
High Pointe Capital April 2006 - January 2008
Credit Suisse November 2004 - April 2006
William Blair & Co January 2001 - November 2004
PPM America September 1998 - January 2001
Ernst & Young January 1997 - September 1998
Skills
Financial Modeling, Portfolio Management, Wealth Management, Investments, Financial Analysis, Equities, Equity Research, Valuation, Competitive Analysis, Trading, Strategy
Education
Indiana University Bloomington 1992 — 1996
BS, Accounting
Alliance Bernstein 2007 - Present
UBS 2006 - 2007
Credit Suisse 2005 - 2006
Farmers Insurance 2004 - 2005
Wipro 1996 - 2004
Education
Institute of Management Technology, Ghaziabad 1998 — 2001
BTG Pactual October 2010 - Present
The Wharton School July 2008 - May 2010
Advent International August 2009 - September 2009
Altima Partners June 2009 - August 2009
Credit Suisse May 2005 - June 2008
A.T. Kearney 2005 - 2005
Skills
Valuation, Emerging Markets, Equities, Financial Analysis, Investments, Financial Modeling, Entrepreneurship, Private Equity, Mutual Funds, Corporate Finance, Investment Banking, Capital Markets, Venture Capital, LBO, Due Diligence, Equity Research, Fixed Income, M&A experience, Structured Finance, Hedge Funds, Bloomberg, Mergers & Acquisitions, Derivatives, Financial Markets
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Instituto Tecnológico Autónomo de México 2000 — 2005
BS, Economics
Escuela Moderna Americana
Barclays November 2011 - Present
Credit Suisse May 2007 - September 2011
Goldman Sachs August 2005 - April 2007
Jefferies & Company November 2000 - August 2005
Weiser LLP 1998 - 2000
Education
Indiana University - Kelley School of Business 1993 — 1997
BS, Accounting
Syosset High School 1989 — 1993
PIMCO January 2010 - Present
The Blackstone Group August 2006 - January 2009
The Blackstone Group April 2004 - August 2006
Credit Suisse July 2002 - April 2004
Education
Indiana University Bloomington 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Indiana University Bloomington August 2014 - Present
Indiana University Bloomington August 2013 - July 2014
Indiana University August 2009 - May 2014
Indiana University 2009 - 2012
Credit Suisse June 2007 - April 2008
UBS October 2001 - April 2007
Skills
Investment Banking, Capital Markets, Equity Research Analysis, Valuation, Financial Modeling, Equities, Hedge Funds, Investments, Equity Research, Asset Management, Portfolio Management, Financial Analysis, Corporate Finance, Management, Bloomberg, Research, Private Equity, Fixed Income
Education
Indiana University Bloomington 2009 — 2014
Doctor of Philosophy (PhD), Finance, General
SUNY at Buffalo 1989 — 1991
MBA, Finance
Rhode Island College 1984 — 1989
BS/BA, Business/Economics
CW Post
Moody's Corporation July 2012 - Present
Moody's Corporation July 2011 - July 2012
Credit Suisse January 2005 - August 2011
Deloitte 1997 - 2003
NHMA 1993 - 1995
Skills
Business Analysis, Risk Management, Investment Banking, IT Strategy, Vendor Management, Financial Risk, Management, Fixed Income, Project Portfolio..., Governance
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Indiana University Bloomington 1996 — 1997
MA, Computer Science
University of Chicago 1989 — 1992
BA, Economics
Oxy September 2008 - Present
Credit Suisse April 2007 - March 2008
The Williams Company August 2000 - March 2007
Casa de Bolsa Banorte September 1994 - July 1998
Casa de Bolsa InverMexico May 1992 - September 1994
Skills
Business Strategy, Commodity, Commodity Markets, Derivatives, Energy, Energy Industry, Equities, Finance, Financial Modeling, Financial Risk, Hedging, Natural Gas, Negotiation, Options, Petroleum, Power Trading, Risk Management, Trading, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
MBA
Instituto Tecnológico Autónomo de México 1990 — 1994
B.S., Business
Simon Bolivar del Pedregal
Credit Suisse January 2015 - Present
Red Hat November 2014 - January 2015
Ascend Management consultants January 2012 - December 2013
Resources Global Professionals November 2010 - March 2011
Scope International December 2008 - July 2009
ICICI Bank UK Plc June 2008 - September 2008
RR Donnelley November 2005 - September 2007
Skills
Management Consulting, Finance, Financial Analysis, Analysis, Financial Modeling, Due Diligence, Variance Analysis, Business Process..., Business Analysis, Corporate Finance, Valuation, Financial Reporting, Strategy, Advanced MS Excel skills, vlookups and pivot..., Consulting, Process Improvement, Internal Audit
Education
Institute of Company Secretaries of India 2000 — 2004
ACS, Company Law
University of Madras 2000 — 2003
B Com, Commerce
Scotiabank June 2012 - Present
BNP Paribas Securities Corp July 2006 - May 2012
Credit Suisse March 2001 - June 2006
Bank of America April 1995 - February 2001
Skills
Capital Markets, Loans, Syndications, Structured Finance, Leveraged Finance
Education
Indiana University Bloomington 1991 — 1993
MBA, Finance
Bank of America Merrill Lynch June 2014 - August 2014
US Army - United Nations Command Honor Guard May 2012 - July 2013
US Army - 72nd Battalion 1st Armor Regiment July 2011 - May 2012
US Army - 2nd Battalion 11th Infantry Regiment January 2010 - July 2011
Another Green World Productions December 2007 - November 2009
Credit Suisse July 2004 - November 2006
Education
Kellogg School of Management 2013 — 2015
Vassar College
Bachelor of Arts (B.A.), Economics
Creighton Preparatory School
INSEAD
McKinsey & Company September 2013 - Present
Credit Suisse July 2008 - June 2011
Skills
Investment Banking, Financial Analysis, Financial Modeling, Valuation, Capital Markets, Mergers & Acquisitions, LBO, Analysis, Strategy, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Marketing and Operations
INSEAD 2013 — 2013
Master of Business Administration (MBA), Summer Exchange Program
Rice University 2004 — 2008
Bachelor of Arts (BA), Mathematical Economic Analysis, Managerial Studies, Policy Studies
Credit Suisse June 2015 - August 2015
Pedcor Companies, United Fidelity Bank, & International City Bank 2014 - 2015
Pedcor Companies 2007 - 2014
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Economic Forecasting, Cash Flow Forecasting, Board Presentations, Interest Rate Risk..., Real Estate Finance, Real Estate Economics, Valuation, Corporate Finance, Finance, Accounting, Strategic Financial..., Asset Managment, Portfolio Management, Investments, Real Estate, Financial Accounting, Asset Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Specializations in Finance, Real Estate, and Management
Indiana Wesleyan University 2003 — 2007
Bachelor of Science (B.S.), Finance, Economics, and Marketing, Magna Cum Laude
JLL April 2013 - Present
Eastdil Secured September 2009 - March 2013
Credit Suisse 2007 - 2008
Skills
Due Diligence, Valuation, Financial Modeling, Loans, Financial Analysis, Credit Analysis, Real Estate Economics, Portfolio Management, Investment Banking, Capital Markets, Investments, Asset Management, Equities, Real Estate, Management, Structured Finance, Mortgage Lending, Finance, Private Equity, Financial Structuring, Corporate Finance
Education
Indiana University Bloomington 1999 — 2003
Bachelor's Degree, Finance
Bank of America October 2010 - Present
Bank of America (Merrill) 2010 - 2011
Credit Suisse January 2010 - May 2010
Deutsche Bank 2009 - 2009
Deutsche Bank 2008 - 2009
Merrill Lynch 2000 - 2008
Deutsche Bank 1999 - 1999
Donaldson, Lufkin & Jenrette 1998 - 1998
AIG 1998 - 1998
EDS Group 1997 - 1998
Skills
Derivatives, Fixed Income, SDLC, User Acceptance Testing, Business Analysis, Analysis, Capital Markets, Investment Banking, Equities, SQL, Banking, Requirements Analysis, Requirements Gathering, Testing, Business Requirements, Process Improvement, PMO, Oracle, Visio, Management, Vendor Management, IT Strategy, Risk Management, Data Warehousing, Software Project..., Business Process, Leadership, Financial Services, Business Process..., Governance, Project Portfolio..., Integration, Business Intelligence, Systems Analysis, PMP, IT Management, Business Process...
Education
Institute of Chartered Accountants in England and Wales 1970 — 1973
Fellow, Accountancy
University of Cambridge 1967 — 1970
Master of Arts, Mathematics
Celgene July 2014 - Present
Credit Suisse December 2013 - June 2014
Weight Watchers February 2013 - November 2013
Bank of America January 2012 - January 2013
Weight Watchers July 2010 - December 2011
JetBlue Airways August 2009 - June 2010
Roche August 2008 - December 2008
Computer Logic December 2007 - July 2008
Comcast May 2007 - November 2007
Infosys April 2004 - January 2007
Skills
SSRS, SQL Server, ASP.NET, SSIS, C#, .NET, Oracle SQL, TFS, Databases, T-SQL, JavaScript, PL/SQL, SQL, Business Intelligence, ADO.NET, Visual Studio, HTML, VSS, Visio, Microsoft SQL Server, Software Design, Software Engineering, Microsoft Technologies, SDLC, Oracle, Oracle SQL Developer
Education
IGNOU 2004 — 2006
Diploma in Master of Business Administration (MBA), Management Information Systems, General
Jawaharlal Nehru Technological University 1998 — 2002
B.Tech, CS&IT
IronBridge September 2005 - Present
IronBridge Capital Management September 2005 - Present
Credit Suisse First Boston 2001 - 2004
Credit Suisse 2001 - 2004
HOLT Value Associates 1997 - 2001
Skills
Equities, Hedge Funds, Valuation, Investments, Asset Management, Financial Modeling, Portfolio Management
Education
Indiana University Bloomington 1987 — 1991
BSc, Accounting
LFHS
Credit Suisse DirectorCredit SuisseSeptember 2008 - Present
Lehman Brothers June 1988 - August 2008
Education
Southern Methodist University - Cox School of Business 1992 — 1994
MBA, Finance
Indiana University Bloomington 1985 — 1989
Finance, Finance, Real Estate
Credit Agricole CIB May 2013 - December 2014
Pierpont Amherst Securities May 2010 - April 2013
Calyon June 2007 - April 2010
Credit Suisse January 2006 - April 2007
RBS Greenwich Capital May 2004 - December 2005
Commerzbank AG August 2001 - May 2004
Aurora Software August 2000 - February 2001
Morgan Stanley March 1997 - February 2000
Bankers Trust March 1992 - August 1996
Dime Savings Bank August 1990 - June 1991
Skills
Interest Rate..., Fixed Income, Derivatives, Swaps, Bonds, Electronic Trading, Hedging, Credit Derivatives, Trading Systems, Options, Capital Markets, Trading, Rates, Investment Banking, Interest Rate Swaps, FX Options, Risk Management, Equity Derivatives, Hedge Funds, Bloomberg, Trading Strategies, Technical Analysis, Proprietary Trading, MBS, Market Risk, Structured Products, Portfolio Management, Equities, Financial Markets, Financial Services, Investments, Finance, Financial Risk, Securities, Asset Management, Structured Finance, Series 7
Education
Indiana University Bloomington 1986 — 1989
B.Sc., Operations Research
CFA Level I Candidate
The Hebrew University
The Hebrew University
William Blair & Company February 2011 - Present
Credit Suisse May 2006 - February 2011
Skills
Series 7, Series 63, Series 9, Series 10, Microsoft Office
Education
Indiana University Bloomington 1998 — 2002
BA, Communications, Business
The Blackstone Group August 2013 - Present
Credit Suisse September 2000 - August 2013
Education
Indiana University School of Law—Bloomington 1992 — 1995
Doctor of Law (JD)
University of Chicago 1987 — 1991
Bachelor's degree, Political Science and Government
Credit Suisse June 2013 - Present
Aleris February 2011 - January 2013
Aleris October 2005 - February 2011
ALSCO Metals Corporation May 2003 - October 2005
Owens Corning April 1999 - May 2003
Health Care Software, Inc. May 1996 - April 1999
Health Care Software, Inc. August 1992 - May 1996
Skills
Servers, Troubleshooting, Windows Server, Windows 7, IT Service Management, Windows, Linux, Project Management, Project Planning, Process Improvement, Technical Support, ERP, Technical Documentation, Microsoft Office, Novell, Zenworks, RPG, AS400 Administration, Desktop Administration, PRMS, Windows XP Pro, License Management, Procuring, IBM AS/400, Patch Management, IT Asset Management, Service Desk Management, SDLC, BladeLogic Server..., Marimba BBCA..., Scripting, Operating Systems, Hardware, Disaster Recovery, ITIL
Education
Indiana University of Pennsylvania 1988 — 1992
Bachelor of Science (B.S.), Computer Science, Magna Cum Laude
Deloitte July 2014 - Present
Credit Suisse June 2013 - July 2014
Thomson Reuters November 2012 - May 2013
Cognizant Technology Solutions October 2009 - June 2012
Microsoft May 2008 - June 2009
Tech Mahindra January 2006 - June 2007
Aon Hewitt June 2005 - January 2006
Skills
Program Management, Business Analytics, Product Marketing, Business Analysis, Requirements Analysis, Requirements Gathering, Process Consulting, SDLC, Vendor Management, Gap Analysis, User Acceptance Testing, Business Requirements, Business Process, Business Process..., Team Management, Taleo, Applicant Tracking...
Education
SP Jain Center of Management 2007 — 2008
Master of Business Administration (MBA), Information Technology
Institute Of Technology And Management 2001 — 2005
BE, Electronics and Communication Engineering
Barclays October 2009 - Present
Bank of America July 2007 - April 2009
Credit Suisse June 2005 - July 2007
State Farm Insurance July 2002 - June 2005
Skills
Financial Modeling, Equities, Equity Research, Financial Analysis, Balance Sheet, Financial Forecasting, Business Strategy, Derivatives, Forecasting, Finance, Report Writing, Income Statement, Cash Flow Statements, Manage Client..., Budget Process, Budget Forecasts, Strategic Planning, Expense Management, Expense Reports, Supervisory Experience, Strategic Financial..., Financial Statements
Education
Indiana University - Kelley School of Business 1998 — 2002
B.S, Finance and Computer Information Systems
Financial Guaranty Insurance Company November 2013 - Present
AXA Equitable August 2010 - November 2013
Credit Suisse February 2008 - September 2009
Morgan Stanley January 2007 - November 2007
Morgan Stanley October 2005 - December 2006
Simpkins & Simpkins, LLC August 2003 - October 2005
Skills
Financial Modeling, Equities, Strategic Financial..., Analysis, Finance, Management, Accounting, Account Reconciliation, Auditing, Investments, Budgets, Contract Negotiation, Mutual Funds, Accounts Payable, Accounts Receivable, Training, Valuation, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
MBA, Finance, Management & Global Business
Indiana University Bloomington 1999 — 2003
B.S., Public Policy with Finance concentration
Credit Suisse December 2013 - Present
Credit Suisse June 2009 - December 2013
Deutsche Bank 2003 - 2009
Skills
Derivatives
Education
AICPA
AICPA
Ethiraj College for Women
B.Com
Institute of Chartered Accountants of India
CA
Institute of Cost and Works Accountants of India - ICWAI
ICWAI
Rosary Matriculation Hr. Sec. School
Credit Suisse July 2009 - Present
Merrill Lynch March 2005 - March 2009
Skills
CFA
Education
Universidad de la Republica 2002 — 2003
Administration & Economics
INSEAD
Master of Business Administration (MBA)
NextEra Energy Resources December 2014 - Present
NextEra Energy Resources October 2012 - Present
Credit Suisse July 2006 - October 2012
Sempra Generation 2004 - 2006
Skills
Commodity, Commodity Markets, Derivatives, Market Risk, Trading Systems, Commodity Risk..., Middle Office, Trading, VAR, Options, Risk Management, Credit Derivatives, FX Options, Swaps, Business Analysis, Back Office, Fixed Income, Capital Markets, Product Control, Energy Markets
Education
Indiana University of Pennsylvania
Bachelor of Science (BS), Computer Science
BNP Paribas July 2006 - Present
Credit Suisse March 2001 - June 2006
Bank of America March 1995 - February 2001
Education
Indiana University - Kelley School of Business 1991 — 1993
MBA, Finance
Family Office April 2014 - Present
Golden Rings Consulting October 2008 - Present
Peeled Snacks April 2010 - September 2013
Barclays Capital August 2005 - October 2008
Credit Suisse March 2004 - August 2005
UBS Investment Bank November 1999 - January 2003
Houlihan Lokey July 1997 - October 1999
Education
Indiana University Bloomington 1993 — 1997
Finance
Hoffman Estates High School, Illinois 1989 — 1993
Credit Suisse April 2013 - Present
Goldman Sachs August 2011 - April 2013
Morningstar December 2006 - July 2011
Deloitte October 2003 - November 2006
Bank One June 2000 - September 2003
Skills
Series 63, Series 7, Series 65, Chartered Financial..., Equities, Equity Research, Alternative Investments, Hedge Funds, Bloomberg, Investments, Portfolio Management, Fixed Income, Capital Markets, Mutual Funds, Asset Management, Investment Management, Equity Valuation, Investment Strategies, Asset Allocation, Securities, Valuation, Financial Modeling, Trading, Options
Education
Indiana University Bloomington 1995 — 1999
BS, Finance
Wells Fargo Securities October 2014 - Present
GSV Advisors July 2012 - October 2014
Credit Suisse July 2010 - July 2012
Skills
Valuation, Investment Banking, Financial Modeling, Capital Markets, Financial Analysis, Corporate Finance, Bloomberg, Venture Capital, Mergers & Acquisitions, Private Placements, Finance
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance, Biology
Ravenscroft School
Abbott January 2014 - Present
Abbott July 2013 - January 2014
Abbott Laboratories June 2011 - July 2013
Business Base Camp May 2010 - July 2010
Credit Suisse June 2009 - August 2009
Technical Concepts May 2008 - August 2008
Skills
Cost Accounting, Forecasting, Process Improvement, Visio, Leadership, Budgets, Market Research, Team Leadership, Microsoft Excel, Team Building, SAP, PowerPoint, Microsoft Office, Cross-functional Team..., Networking, File Management, Financial Analysis, Management, Account Management, Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance and Entrepreneurship
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Overseas Private Investment Corporation June 2013 - August 2013
Peace Corps September 2010 - November 2012
Bank of America Merrill Lynch July 2008 - September 2010
Merrill Lynch May 2007 - August 2007
Yahoo! May 2006 - July 2006
Skills
International..., Business Strategy, Data Analysis, Customer Service, Finance, Analysis, Spanish, Cyrus, Management Consulting, Financial Analysis, Economics, Research
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Indiana University Bloomington
BS, Kelley School of Business, Finance & International Business
Institution for the International Education of Students
Summer Study Abroad, International Business & Spanish
Federal Home Loan Bank of Atlanta October 2008 - Present
Credit Suisse June 2006 - February 2008
E*TRADE Financial 2008 - 2008
Wachovia Bank January 2002 - May 2006
Skills
Credit, Financial Analysis, Financial Services, Loans, Management, Analysis, SDLC
Education
Indiana University of Pennsylvania 1996 — 2000
BA, Journalism
Citco Financial Services December 2014 - Present
Deutsche Bank August 2013 - December 2014
Angelo, Gordon & Co. May 2013 - August 2013
Jefferies & Company March 2013 - May 2013
Credit Suisse December 2006 - September 2012
LaSalle Bank August 2004 - December 2006
Skills
Fixed Income, Derivatives, Credit Derivatives, Equities, Structured Products, Banking, Trading Systems, Private Banking, CLO, collateralized loan..., CDO, Middle Office, TRS, Distressed Debt, KYC, Asset Management, FX Spot, Corporate Actions, Hedge Funds, Financial Services
Education
Indiana University Bloomington 1998 — 2001
Bachelor of Arts (B.A.), Economics, 3.5
Credit Suisse June 2014 - Present
UBS June 2009 - June 2014
Deutsche Bank Securities June 2007 - October 2008
Bank of America September 2003 - June 2007
Deutsche Bank Securities July 1999 - September 2003
Skills
Equity Derivatives, Equities, Derivatives, Capital Markets, Options, Securities, Structured Products, Asset Management
Education
INSEAD
MBA
McGill University
Bachelor of Civil Law and Bachelor of Laws
McGill University
Bachelor of Commerce
Credit Suisse May 2008 - Present
Goldman Sachs June 1999 - May 2008
Education
Indiana University - Kelley School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and Marketing
Indiana University Jacobs School of Music 1991 — 1993
Master of Music, Piano Performance
Indiana University Jacobs School of Music 1987 — 1991
Bachelor of Music, Piano Performance
Credit Suisse February 2006 - Present
Credit Agricole 2000 - 2005
Goldman Sachs 1997 - 2000
Kidder Peabody 1991 - 1996
Skills
Risk Management, Financial Risk, Investment Banking, Fixed Income, Trading, Business Analysis, Operational Risk, Middle Office, Portfolio Management, Back Office, Vendor Management, Derivatives, Credit, Settlement
Education
Indiana University of Pennsylvania 1989 — 1991
Finance, General
Indiana University of Pennsylvania 1989 — 1991
Economics
Rockland Community College 1986 — 1988
Business Administration and Management, General
Rockland Community College 1986 — 1988
Marketing
Rockland Community College 1986 — 1988
Advertising
Johnson & Johnson August 2015 - Present
Sharp Electronics June 2013 - August 2015
LG Electronics January 2011 - June 2013
LG Electronics September 2008 - December 2010
Credit Suisse June 2006 - August 2006
Skills
Bloomberg, Oracle based LG..., Microsoft Excel, Microsoft Powerpoint, Microsoft Word, PowerPoint, Business Planning, Analysis, Product Management, Strategy, Market Analysis, Sales Operations, Sales, Management, Competitive Analysis, Marketing Strategy, Cross-functional Team..., Forecasting, Product Marketing
Education
Indiana University Bloomington
BS, Accounting and Finance
Fremd
Credit Suisse June 2013 - August 2013
EY January 2013 - April 2013
Merrill Lynch May 2012 - August 2012
Education
Indiana University Bloomington 2010 — 2014
Credit Suisse June 2010 - Present
Banamex May 2009 - May 2010
Education
Instituto Tecnológico Autónomo de México / ITAM 2005 — 2008
Bachelor of Science (BS), Applied Mathematics