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
Daniela Palazzolo Daniela Palazzolo's Credit Suisse Experience April 2014 - September 2015
Job Product Controller/ Experienced Operations Analyst
Industry Banking
Experience
Credit Suisse April 2014 - September 2015
Credit Suisse November 2012 - April 2014
Credit Suisse May 2011 - November 2012
Seaview Orthopaedic & Medical Associates November 2010 - May 2011
Skills
Investments, Account Reconciliation, Finance, Corporate Actions, Financial Analysis, Securities, Financial Reporting, SWIFT payments, Investment Banking, Microsoft Excel, Fixed Income, Settlement, Loans, Internal Audit, Mutual Funds, Equities, Bloomberg, Back Office
Education
Stockton University 2007 — 2009
Bachelor of Science (B.S.), Finance, General
Iona College 2005 — 2007
Accounting and Finance
Credit Suisse April 2014 - September 2015
Credit Suisse November 2012 - April 2014
Credit Suisse May 2011 - November 2012
Seaview Orthopaedic & Medical Associates November 2010 - May 2011
Skills
Investments, Account Reconciliation, Finance, Corporate Actions, Financial Analysis, Securities, Financial Reporting, SWIFT payments, Investment Banking, Microsoft Excel, Fixed Income, Settlement, Loans, Internal Audit, Mutual Funds, Equities, Bloomberg, Back Office
Education
Stockton University 2007 — 2009
Bachelor of Science (B.S.), Finance, General
Iona College 2005 — 2007
Accounting and Finance
Randee Stypulkowski Randee Stypulkowski's Credit Suisse Experience 2001 - 2003
Job Director, Global Head of Business Services at BlackRock
Industry Financial Services
Experience
BlackRock June 2013 - Present
BlackRock January 2011 - June 2013
AIG 2003 - 2010
Credit Suisse 2001 - 2003
Donaldson, Lufkin & Jenrette 1993 - 2001
ITT Sheraton 1991 - 1993
American Airlines 1989 - 1991
Skills
Management, Vendor Management, Contract Negotiation, Strategy, Sales, Marketing, Business Strategy, Event Management, Risk Management, Change Management
Education
Iona College
MBA, Marketing
BlackRock June 2013 - Present
BlackRock January 2011 - June 2013
AIG 2003 - 2010
Credit Suisse 2001 - 2003
Donaldson, Lufkin & Jenrette 1993 - 2001
ITT Sheraton 1991 - 1993
American Airlines 1989 - 1991
Skills
Management, Vendor Management, Contract Negotiation, Strategy, Sales, Marketing, Business Strategy, Event Management, Risk Management, Change Management
Education
Iona College
MBA, Marketing
Anindya Sengupta Anindya Sengupta's Credit Suisse Experience 2007 - 2007
Job Director Strategy at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2013 - Present
The Linde Group April 2010 - September 2013
The Linde Group July 2008 - March 2010
Credit Suisse 2007 - 2007
Mahindra Satyam 2001 - 2006
Skills
Management Consulting, Process Consulting, M&A experience, Asset Management, Mergers, Project Finance, Divestitures, Investment Banking, Consulting, Credit Risk, Financial Structuring, Alternative Investments, Financial Modeling, Valuation, Business Strategy, Due Diligence, Corporate Finance, Financial Analysis, Corporate Development, Business Development, Mergers & Acquisitions, Business Planning, Strategic Financial..., Executive Management, Portfolio Management, Strategy, Analysis
Education
University of Michigan 2006 — 2008
Master of Business Administration (MBA), Strategy, Finance
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA, Business Administration
Jadavpur University
BE, Mechanical Engineering
Prudential Financial September 2013 - Present
The Linde Group April 2010 - September 2013
The Linde Group July 2008 - March 2010
Credit Suisse 2007 - 2007
Mahindra Satyam 2001 - 2006
Skills
Management Consulting, Process Consulting, M&A experience, Asset Management, Mergers, Project Finance, Divestitures, Investment Banking, Consulting, Credit Risk, Financial Structuring, Alternative Investments, Financial Modeling, Valuation, Business Strategy, Due Diligence, Corporate Finance, Financial Analysis, Corporate Development, Business Development, Mergers & Acquisitions, Business Planning, Strategic Financial..., Executive Management, Portfolio Management, Strategy, Analysis
Education
University of Michigan 2006 — 2008
Master of Business Administration (MBA), Strategy, Finance
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA, Business Administration
Jadavpur University
BE, Mechanical Engineering
Diana (Bejasa) Gremillion Diana (Bejasa) Gremillion's Credit Suisse Experience July 2006 - January 2009
Job Sous Chef at Union Square Events
Industry Restaurants
Experience
Union Square Events January 2015 - Present
Better Being Catering August 2014 - December 2014
Pizzeria Delfina Burlingame December 2013 - April 2014
Delfina Restaurant May 2012 - December 2013
Quince Restaurant February 2011 - March 2012
Firefly Restaurant November 2009 - February 2011
Credit Suisse July 2006 - January 2009
Merrill Lynch June 2005 - August 2005
Skills
Leadership Development, Culinary Skills, Cooking, Menu Development, Restaurants, Pastry, Cakes, Catering, Chef, Bread, Chocolate, Restaurant Management, Pasta, Butchery, Vegetarian Cooking, Food, Recipes, Hospitality, Food Safety, Sanitation, Fine Dining, Management
Education
French Culinary Institute 2009 — 2009
Classic Culinary Arts and Restaurant Management
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Stuyvesant High School 1998 — 2002
Union Square Events January 2015 - Present
Better Being Catering August 2014 - December 2014
Pizzeria Delfina Burlingame December 2013 - April 2014
Delfina Restaurant May 2012 - December 2013
Quince Restaurant February 2011 - March 2012
Firefly Restaurant November 2009 - February 2011
Credit Suisse July 2006 - January 2009
Merrill Lynch June 2005 - August 2005
Skills
Leadership Development, Culinary Skills, Cooking, Menu Development, Restaurants, Pastry, Cakes, Catering, Chef, Bread, Chocolate, Restaurant Management, Pasta, Butchery, Vegetarian Cooking, Food, Recipes, Hospitality, Food Safety, Sanitation, Fine Dining, Management
Education
French Culinary Institute 2009 — 2009
Classic Culinary Arts and Restaurant Management
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Stuyvesant High School 1998 — 2002
David Berglas's Credit Suisse Experience 2010 - 2013
Job CoFounder and COO at Shoelace
Industry Internet
Experience
Shoelace June 2015 - Present
Hubba July 2014 - May 2015
Tim Hortons 2013 - 2014
Credit Suisse 2010 - 2013
Skills
Retargeting, Digital Marketing, E-commerce, Marketing Automation, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Strategy, Business Development, Marketing, Mergers & Acquisitions, Hubba.com, Strategic Planning, Due Diligence, Bloomberg, Capital Markets, Corporate Development, Emerging Markets, Private Equity, Equities
Education
Ivey Business School at Western University
Shoelace June 2015 - Present
Hubba July 2014 - May 2015
Tim Hortons 2013 - 2014
Credit Suisse 2010 - 2013
Skills
Retargeting, Digital Marketing, E-commerce, Marketing Automation, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Strategy, Business Development, Marketing, Mergers & Acquisitions, Hubba.com, Strategic Planning, Due Diligence, Bloomberg, Capital Markets, Corporate Development, Emerging Markets, Private Equity, Equities
Education
Ivey Business School at Western University
Michael Saccento's Credit Suisse Experience February 2002 - March 2003
Job Secondary Markets and Risk Management Professional
Industry Information Technology and Services
Experience
CoreLogic January 2015 - Present
CoreLogic July 2008 - January 2015
IndyMac Bank September 2006 - July 2008
Bearingpoint September 2005 - September 2006
The Winter Group March 2005 - July 2005
Merrill Lynch March 2003 - March 2005
Credit Suisse February 2002 - March 2003
Skills
Risk Management, Capital Markets, Fixed Income, Valuation, Portfolio Management, Credit, Loans, Financial Risk, Due Diligence, Analytics, Business Analysis, Financial Services, Mortgage Lending, Securitization, Credit Analysis, Financial Analysis, Credit Risk, Banking, Structured Finance, Cash Management, Product Management, Business Development, Loan Servicing, Analysis, CRM, Strategy, Loss Mitigation, Predictive Analytics, Structured Products, Residential Mortgages, Management Consulting, Asset Management, Financial Modeling, Trading, Management, Finance, Securities, Process Improvement, Mortgage Servicing, Program Management, Vendor Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BBA, Corporate Finance
Virginia Polytechnic Institute and State University 1997 — 1998
Computer Science
CoreLogic January 2015 - Present
CoreLogic July 2008 - January 2015
IndyMac Bank September 2006 - July 2008
Bearingpoint September 2005 - September 2006
The Winter Group March 2005 - July 2005
Merrill Lynch March 2003 - March 2005
Credit Suisse February 2002 - March 2003
Skills
Risk Management, Capital Markets, Fixed Income, Valuation, Portfolio Management, Credit, Loans, Financial Risk, Due Diligence, Analytics, Business Analysis, Financial Services, Mortgage Lending, Securitization, Credit Analysis, Financial Analysis, Credit Risk, Banking, Structured Finance, Cash Management, Product Management, Business Development, Loan Servicing, Analysis, CRM, Strategy, Loss Mitigation, Predictive Analytics, Structured Products, Residential Mortgages, Management Consulting, Asset Management, Financial Modeling, Trading, Management, Finance, Securities, Process Improvement, Mortgage Servicing, Program Management, Vendor Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BBA, Corporate Finance
Virginia Polytechnic Institute and State University 1997 — 1998
Computer Science
Navatha Tatineni Navatha Tatineni's Credit Suisse Experience June 2010 - May 2012
Job Software Development Engineer II at Amazon
Industry Information Technology and Services
Experience
Baylor College of Medicine June 2012 - November 2012
Credit Suisse June 2010 - May 2012
SUNY, Stony Brook February 2010 - May 2010
Ivy Comptech June 2009 - August 2009
International Institute of Information Technology January 2009 - April 2009
ISL, IBM May 2008 - July 2008
Skills
Eclipse, Python, C++, Visual Studio, Perl, JDBC, XML, Objective-C, C, MySQL, Linux, C#, SQL, PHP, Databases, HTML, WCF
Education
Stonybrook University 2009 — 2010
Master Of Science
International Institute of Information Technology 2005 — 2009
Bachelor of Science
12th
12th
12th
Baylor College of Medicine June 2012 - November 2012
Credit Suisse June 2010 - May 2012
SUNY, Stony Brook February 2010 - May 2010
Ivy Comptech June 2009 - August 2009
International Institute of Information Technology January 2009 - April 2009
ISL, IBM May 2008 - July 2008
Skills
Eclipse, Python, C++, Visual Studio, Perl, JDBC, XML, Objective-C, C, MySQL, Linux, C#, SQL, PHP, Databases, HTML, WCF
Education
Stonybrook University 2009 — 2010
Master Of Science
International Institute of Information Technology 2005 — 2009
Bachelor of Science
12th
12th
12th
Kevwe Mowarin Kevwe Mowarin's Credit Suisse Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2015 - Present
Credit Suisse June 2015 - August 2015
Credit Suisse June 2014 - August 2014
Skills
Event Planning, Fundraising, PowerPoint, Microsoft Office, Nonprofits, Public Speaking, Microsoft Excel, Facebook, Community Outreach, Teaching, Training, Customer Service, Research, Microsoft Word, Spanish, Teamwork, Social Media, Time Management, Photoshop, Social Networking, Strategic Planning, Sales, Team Management, Leadership, Project Management, Event Management, Outlook, Team Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Second-year
International Baccalaureate 2008 — 2012
Università Commerciale 'Luigi Bocconi'
Finance, Finance
Credit Suisse August 2015 - Present
Credit Suisse June 2015 - August 2015
Credit Suisse June 2014 - August 2014
Skills
Event Planning, Fundraising, PowerPoint, Microsoft Office, Nonprofits, Public Speaking, Microsoft Excel, Facebook, Community Outreach, Teaching, Training, Customer Service, Research, Microsoft Word, Spanish, Teamwork, Social Media, Time Management, Photoshop, Social Networking, Strategic Planning, Sales, Team Management, Leadership, Project Management, Event Management, Outlook, Team Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Second-year
International Baccalaureate 2008 — 2012
Università Commerciale 'Luigi Bocconi'
Finance, Finance
Dale Zhang Dale Zhang's Credit Suisse Experience July 2010 - June 2012
Job Senior Analyst at Active Owners Fund
Industry Investment Management
Experience
Active Owners Fund August 2014 - Present
The Gores Group July 2012 - July 2014
Credit Suisse July 2010 - June 2012
Credit Suisse June 2009 - August 2009
RBC Capital Markets May 2008 - August 2008
RBC Capital Markets May 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Debt Restructuring, Corporate Development, Valuation, Bloomberg, Capital Markets, DCF, LBO, Equities, Equity Valuation, Corporate Finance, Financial Analysis, Capital IQ, Equity Research, Fixed Income, Derivatives, Private Equity, Bloomberg Terminal, Due Diligence, Leveraged Finance, Hedge Funds, Industry Research, Investments, M&A experience, Business Valuation, IPO, Mergers & Acquisitions
Education
Richard Ivey School of Business 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.9
The University of Western Ontario 2006 — 2008
4.0
Thornhill Secondary School
Active Owners Fund August 2014 - Present
The Gores Group July 2012 - July 2014
Credit Suisse July 2010 - June 2012
Credit Suisse June 2009 - August 2009
RBC Capital Markets May 2008 - August 2008
RBC Capital Markets May 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Debt Restructuring, Corporate Development, Valuation, Bloomberg, Capital Markets, DCF, LBO, Equities, Equity Valuation, Corporate Finance, Financial Analysis, Capital IQ, Equity Research, Fixed Income, Derivatives, Private Equity, Bloomberg Terminal, Due Diligence, Leveraged Finance, Hedge Funds, Industry Research, Investments, M&A experience, Business Valuation, IPO, Mergers & Acquisitions
Education
Richard Ivey School of Business 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.9
The University of Western Ontario 2006 — 2008
4.0
Thornhill Secondary School
Martin Pasek Martin Pasek's Credit Suisse Experience 2005 - 2007
Job CoFounder & CEO at Finstripe
Industry Financial Services
Experience
VTB Capital August 2007 - July 2014
Credit Suisse 2005 - 2007
ABN AMRO Bank N.V. 2003 - 2005
J.P. Morgan 1997 - 2003
EBRD 1994 - 1997
Shell 1989 - 1992
Skills
Derivatives, Fixed Income, Financial Structuring, Banking, Financial Analysis, Investment Banking, Capital Markets, Equities, Valuation, Private Equity, Corporate Finance, Emerging Markets, Structured Finance, Structured Products, Finance
Education
The University of Western Ontario - Richard Ivey School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
The University of Calgary 1985 — 1989
Bachelor of Commerce (B.Com.), Accounting and Finance
VTB Capital August 2007 - July 2014
Credit Suisse 2005 - 2007
ABN AMRO Bank N.V. 2003 - 2005
J.P. Morgan 1997 - 2003
EBRD 1994 - 1997
Shell 1989 - 1992
Skills
Derivatives, Fixed Income, Financial Structuring, Banking, Financial Analysis, Investment Banking, Capital Markets, Equities, Valuation, Private Equity, Corporate Finance, Emerging Markets, Structured Finance, Structured Products, Finance
Education
The University of Western Ontario - Richard Ivey School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
The University of Calgary 1985 — 1989
Bachelor of Commerce (B.Com.), Accounting and Finance
Tim Vallario's Credit Suisse Experience September 2013 - Present
Job Credit Suisse Fixed Income Compliance
Industry Financial Services
Experience
Credit Suisse September 2013 - Present
Credit Suisse April 2012 - September 2013
Credit Suisse March 2011 - April 2012
Skills
Strategy, Fixed Income, Banking
Education
Iona College 2005 — 2009
Bachelors of Business Administration, Business Management
Credit Suisse September 2013 - Present
Credit Suisse April 2012 - September 2013
Credit Suisse March 2011 - April 2012
Skills
Strategy, Fixed Income, Banking
Education
Iona College 2005 — 2009
Bachelors of Business Administration, Business Management
Tracy Morrissey Tracy Morrissey's Credit Suisse Experience May 2005 - October 2010
Job Licensed Real Estate Salesperson at Halstead Property
Industry Real Estate
Experience
Halstead Property September 2012 - Present
Credit Suisse May 2005 - October 2010
Instinet Corporation 2002 - 2004
Merrill Lynch October 1997 - November 2001
Skills
Marketing, Equities, Real Estate, Negotiation, Options, Sales, Hedge Funds, Trading, Management, Equity Trading, Trading Systems, Investment Banking, FX Options, Fixed Income, Electronic Trading
Education
City University of London
Economics
Iona College
BBA
Halstead Property September 2012 - Present
Credit Suisse May 2005 - October 2010
Instinet Corporation 2002 - 2004
Merrill Lynch October 1997 - November 2001
Skills
Marketing, Equities, Real Estate, Negotiation, Options, Sales, Hedge Funds, Trading, Management, Equity Trading, Trading Systems, Investment Banking, FX Options, Fixed Income, Electronic Trading
Education
City University of London
Economics
Iona College
BBA
Frank Saglimbeni Frank Saglimbeni's Credit Suisse Experience August 2010 - Present
Job Credit Derivatives at Credit Suisse
Industry Banking
Experience
Credit Suisse August 2010 - Present
Education
Iona College
Bachelor's degree, Accounting and Finance
Credit Suisse August 2010 - Present
Education
Iona College
Bachelor's degree, Accounting and Finance
Akshay Savlani's Credit Suisse Experience June 2012 - July 2012
Job Investment Banking Analyst at Berenson & Company
Industry Investment Banking
Experience
Berenson & Company July 2015 - Present
Tufts Student Resources January 2014 - January 2015
Tufts Financial Group August 2011 - October 2014
Morgan Stanley June 2014 - August 2014
BNP Paribas July 2013 - August 2013
Credit Suisse June 2012 - July 2012
Skills
Economics, Equity Research, Capital Markets, Equities, Corporate Finance, Bloomberg, Stata, Financial Analysis, Financial Modeling, Valuation, Emerging Markets
Education
Tufts University 2011 — 2015
Bachelor of Arts (BA) - Economics
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Visiting Student - Department of Finance
International Baccalaureate 2009 — 2011
United World College of South East Asia - International Baccalaureate Diploma
Berenson & Company July 2015 - Present
Tufts Student Resources January 2014 - January 2015
Tufts Financial Group August 2011 - October 2014
Morgan Stanley June 2014 - August 2014
BNP Paribas July 2013 - August 2013
Credit Suisse June 2012 - July 2012
Skills
Economics, Equity Research, Capital Markets, Equities, Corporate Finance, Bloomberg, Stata, Financial Analysis, Financial Modeling, Valuation, Emerging Markets
Education
Tufts University 2011 — 2015
Bachelor of Arts (BA) - Economics
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Visiting Student - Department of Finance
International Baccalaureate 2009 — 2011
United World College of South East Asia - International Baccalaureate Diploma
Richard Stephenson, CFA Richard Stephenson, CFA's Credit Suisse Experience 1994 - 1999
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2014 - Present
J.P. Morgan 2012 - 2014
J.P. Morgan 2009 - 2012
J.P. Morgan 2002 - 2009
J.P. Morgan 1999 - 2002
Credit Suisse 1994 - 1999
CIBC 1993 - 1994
CIBC 1988 - 1991
Education
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
Master of Business Administration (M.B.A.)
Queen's University 1983 — 1986
Bachelor of Arts (B.A.)
J.P. Morgan 2014 - Present
J.P. Morgan 2012 - 2014
J.P. Morgan 2009 - 2012
J.P. Morgan 2002 - 2009
J.P. Morgan 1999 - 2002
Credit Suisse 1994 - 1999
CIBC 1993 - 1994
CIBC 1988 - 1991
Education
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
Master of Business Administration (M.B.A.)
Queen's University 1983 — 1986
Bachelor of Arts (B.A.)
Jennifer Panes Jennifer Panes's Credit Suisse Experience July 2015 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
CIBC Mellon May 2013 - August 2013
Richardson GMP May 2012 - August 2012
Skills
Finance, Capital Markets, Bloomberg, Leadership, Economics, Project Planning, Equities, Investments, Data Analysis, Financial Services, Marketing, Investment Banking
Education
Richard Ivey School of Business 2013 — 2015
Bachelor of Arts, Honours Business Administration (HBA)
University of Western Ontario (UWO) 2011 — 2013
Bachelor of Arts, Honours Specialization in Political Science
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
CIBC Mellon May 2013 - August 2013
Richardson GMP May 2012 - August 2012
Skills
Finance, Capital Markets, Bloomberg, Leadership, Economics, Project Planning, Equities, Investments, Data Analysis, Financial Services, Marketing, Investment Banking
Education
Richard Ivey School of Business 2013 — 2015
Bachelor of Arts, Honours Business Administration (HBA)
University of Western Ontario (UWO) 2011 — 2013
Bachelor of Arts, Honours Specialization in Political Science
Su-Ren Neo Su-Ren Neo's Credit Suisse Experience 2007 - 2008
Job Marketing and Brand Strategist
Industry Marketing and Advertising
Experience
Qualcomm 2013 - Present
Sony Electronics 2010 - 2013
Credit Suisse 2007 - 2008
HSBC 2003 - 2007
UOB 2000 - 2003
Premiere Global Services 1999 - 2000
SingTel 1998 - 1999
Skills
Product Marketing, Multi-channel Marketing, Integrated Marketing, Brand Management, Brand Architecture, Marketing Strategy, Cross-functional Team..., Digital Marketing, Advertising, Digital Strategy, Marketing Communications, Marketing Management, Product Management, Management, Competitive Analysis, New Business Development, Strategic Planning, Leadership, Strategy, CRM, Market Research, Marketing, Strategic Partnerships
Education
National University of Singapore 1995 — 1998
B. Sc
Ivey Business School at Western University
Qualcomm 2013 - Present
Sony Electronics 2010 - 2013
Credit Suisse 2007 - 2008
HSBC 2003 - 2007
UOB 2000 - 2003
Premiere Global Services 1999 - 2000
SingTel 1998 - 1999
Skills
Product Marketing, Multi-channel Marketing, Integrated Marketing, Brand Management, Brand Architecture, Marketing Strategy, Cross-functional Team..., Digital Marketing, Advertising, Digital Strategy, Marketing Communications, Marketing Management, Product Management, Management, Competitive Analysis, New Business Development, Strategic Planning, Leadership, Strategy, CRM, Market Research, Marketing, Strategic Partnerships
Education
National University of Singapore 1995 — 1998
B. Sc
Ivey Business School at Western University
Donald Hutchison's Credit Suisse Experience 1994 - 2000
Job Retail Executive; Private Equity Professional
Industry Retail
Experience
Hutchison Creative Capital October 2012 - Present
Hudson's Bay Company January 2010 - September 2012
NRDC Equity Partners January 2010 - February 2012
Tri-Artisan Partners April 2002 - January 2010
Thomas Weisel Partners March 2000 - March 2002
Credit Suisse 1994 - 2000
Skills
Private Equity, Mergers & Acquisitions, Entrepreneurship, Corporate Development, Business Development, Investments, Financial Modeling, Business Strategy, Financial Analysis, Leadership, Management, Real Estate, Corporate Finance, Competitive Analysis, Due Diligence, Venture Capital, Valuation, Executive Management, Start-ups, Strategy, Business Planning, Finance, Retail, Portfolio Management, Asset Management, P&L Management, Restructuring, Acquisition Integration, Investment Banking, M&A experience, Management Consulting, Strategic Financial..., Strategic Planning, Luxury Lifestyle, Luxury Goods, C-Level Leadership, Specialty Retail, Growth Capital, Consumer Products, Operational Turnaround, Consulting
Education
Kellogg Graduate School of Management 1997 — 1998
Master of Business Administration (MBA), Finance; Strategy; Organizational Behavior
The University of Western Ontario - Richard Ivey School of Business 1990 — 1994
HBA, Business Administration and Management, General
Hutchison Creative Capital October 2012 - Present
Hudson's Bay Company January 2010 - September 2012
NRDC Equity Partners January 2010 - February 2012
Tri-Artisan Partners April 2002 - January 2010
Thomas Weisel Partners March 2000 - March 2002
Credit Suisse 1994 - 2000
Skills
Private Equity, Mergers & Acquisitions, Entrepreneurship, Corporate Development, Business Development, Investments, Financial Modeling, Business Strategy, Financial Analysis, Leadership, Management, Real Estate, Corporate Finance, Competitive Analysis, Due Diligence, Venture Capital, Valuation, Executive Management, Start-ups, Strategy, Business Planning, Finance, Retail, Portfolio Management, Asset Management, P&L Management, Restructuring, Acquisition Integration, Investment Banking, M&A experience, Management Consulting, Strategic Financial..., Strategic Planning, Luxury Lifestyle, Luxury Goods, C-Level Leadership, Specialty Retail, Growth Capital, Consumer Products, Operational Turnaround, Consulting
Education
Kellogg Graduate School of Management 1997 — 1998
Master of Business Administration (MBA), Finance; Strategy; Organizational Behavior
The University of Western Ontario - Richard Ivey School of Business 1990 — 1994
HBA, Business Administration and Management, General
Nick Fraietta Nick Fraietta's Credit Suisse Experience InternCitiMay 2013 - August 2013
Job Liquidity Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse InternCitiMay 2013 - August 2013
Ameriprise Financial Services, Inc. May 2012 - May 2013
Skills
Investments, Portfolio Management, Financial Analysis, Bloomberg, Financial Modeling, Series 7, Mutual Funds, Equities, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Teamwork, Time Management
Education
Iona College 2014 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Iona College 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Credit Suisse InternCitiMay 2013 - August 2013
Ameriprise Financial Services, Inc. May 2012 - May 2013
Skills
Investments, Portfolio Management, Financial Analysis, Bloomberg, Financial Modeling, Series 7, Mutual Funds, Equities, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Teamwork, Time Management
Education
Iona College 2014 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Iona College 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Lauren Morgenstern's Credit Suisse Experience June 2010 - August 2010
Job Sales Manager. National Accounts at Dice
Industry Marketing and Advertising
Experience
Dice May 2015 - Present
Skaled June 2014 - May 2015
NetProspex October 2013 - June 2014
NetProspex January 2013 - October 2013
AG Salesworks June 2011 - January 2013
Credit Suisse June 2010 - August 2010
Skills
Integration, Vendor Management, Social Media Marketing, Lead Generation, Training, Salesforce.com, Microsoft Office, Facebook, Cold Calling, Prospecting Skills, Sales, B2B, Sales Operations, B2B Marketing, Marketing, Demand Generation, Social Networking, Team Leadership, Sales Process, Sales Management, Marketing Automation, Silverpop, Networking, Time Management, Email Marketing, CRM, SaaS, Content Marketing, Social Selling, Social Media, Business Development, Objection Handling, Strategy, Leadership, Management, Entrepreneurship, Start-ups, Account Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Dice May 2015 - Present
Skaled June 2014 - May 2015
NetProspex October 2013 - June 2014
NetProspex January 2013 - October 2013
AG Salesworks June 2011 - January 2013
Credit Suisse June 2010 - August 2010
Skills
Integration, Vendor Management, Social Media Marketing, Lead Generation, Training, Salesforce.com, Microsoft Office, Facebook, Cold Calling, Prospecting Skills, Sales, B2B, Sales Operations, B2B Marketing, Marketing, Demand Generation, Social Networking, Team Leadership, Sales Process, Sales Management, Marketing Automation, Silverpop, Networking, Time Management, Email Marketing, CRM, SaaS, Content Marketing, Social Selling, Social Media, Business Development, Objection Handling, Strategy, Leadership, Management, Entrepreneurship, Start-ups, Account Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Harry Joseph Escobar Harry Joseph Escobar's Credit Suisse Experience 2007 - 2011
Job Winning results through structured analysis
Industry Capital Markets
Experience
Prudential Financial February 2012 - Present
Harry J Escobar Associates October 2011 - Present
Cygni Securities, LLC August 2011 - October 2011
Credit Suisse 2007 - 2011
UBS 2004 - 2007
Merrill Lynch 1998 - 2003
Lehman Brothers 1991 - 1998
Citibank 1985 - 1991
Skills
Spanish, Languages, Fixed Income, Asset Management, Securities, Compliance, Series 7, Mutual Funds, Investments, Equities
Education
Iona College
BA, Mathematics
New York University - Leonard N. Stern School of Business
MBA, Operations Research and Finance
Prudential Financial February 2012 - Present
Harry J Escobar Associates October 2011 - Present
Cygni Securities, LLC August 2011 - October 2011
Credit Suisse 2007 - 2011
UBS 2004 - 2007
Merrill Lynch 1998 - 2003
Lehman Brothers 1991 - 1998
Citibank 1985 - 1991
Skills
Spanish, Languages, Fixed Income, Asset Management, Securities, Compliance, Series 7, Mutual Funds, Investments, Equities
Education
Iona College
BA, Mathematics
New York University - Leonard N. Stern School of Business
MBA, Operations Research and Finance
Daniel Fitzgerald's Credit Suisse Experience July 2005 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2005 - Present
Credit Suisse July 2001 - July 2005
Credit Suisse June 1999 - July 2001
Credit Suisse June 1997 - June 1999
Credit Suisse July 1995 - June 1997
KPMG Peat Marwick June 1992 - June 1995
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance, International Business
Iona College 1988 — 1992
BBA, Acconting
Credit Suisse July 2005 - Present
Credit Suisse July 2001 - July 2005
Credit Suisse June 1999 - July 2001
Credit Suisse June 1997 - June 1999
Credit Suisse July 1995 - June 1997
KPMG Peat Marwick June 1992 - June 1995
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance, International Business
Iona College 1988 — 1992
BBA, Acconting
Jason CHANG, P.Eng. Jason CHANG, P.Eng.'s Credit Suisse Experience June 2011 - Present
Job
Industry Investment Banking
Experience
Credit Suisse June 2011 - Present
CDG Group June 2009 - June 2011
Morgan Stanley & Co. January 2007 - August 2008
CIBC World Markets New York 2005 - January 2007
IBM June 2004 - April 2005
e-Radio Inc. June 1999 - July 2003
Skills
Distressed Debt, Investment Banking, Private Equity, Oil & Gas Industry, Leveraged Finance, High Yield Bonds, Mergers & Acquisitions
Education
Ivey Business School at Western University 2003 — 2005
MBA
University of Toronto - University of Trinity College 1995 — 1999
Bachelor of Applied Science
JIM Club
JIM Club
Upper Canada College
High School
Credit Suisse June 2011 - Present
CDG Group June 2009 - June 2011
Morgan Stanley & Co. January 2007 - August 2008
CIBC World Markets New York 2005 - January 2007
IBM June 2004 - April 2005
e-Radio Inc. June 1999 - July 2003
Skills
Distressed Debt, Investment Banking, Private Equity, Oil & Gas Industry, Leveraged Finance, High Yield Bonds, Mergers & Acquisitions
Education
Ivey Business School at Western University 2003 — 2005
MBA
University of Toronto - University of Trinity College 1995 — 1999
Bachelor of Applied Science
JIM Club
JIM Club
Upper Canada College
High School
Shaun Raja Shaun Raja's Credit Suisse Experience June 2014 - August 2014
Job Investment Banking Analyst at Qatalyst Partners
Industry Investment Banking
Experience
Qatalyst Partners June 2015 - Present
Western Investment Club September 2013 - April 2015
Credit Suisse June 2014 - August 2014
Trellis Capital May 2013 - August 2013
Richard Ivey School of Business December 2012 - May 2013
Ben Graham Centre for Value Investing September 2012 - February 2013
Skills
Financial Analysis, Venture Capital, Financial Modeling, Valuation, Leadership, Analysis, Due Diligence, Research, Mergers & Acquisitions
Education
The University of Western Ontario - Ivey School of Business 2011 — 2015
HBA
Qatalyst Partners June 2015 - Present
Western Investment Club September 2013 - April 2015
Credit Suisse June 2014 - August 2014
Trellis Capital May 2013 - August 2013
Richard Ivey School of Business December 2012 - May 2013
Ben Graham Centre for Value Investing September 2012 - February 2013
Skills
Financial Analysis, Venture Capital, Financial Modeling, Valuation, Leadership, Analysis, Due Diligence, Research, Mergers & Acquisitions
Education
The University of Western Ontario - Ivey School of Business 2011 — 2015
HBA
Shane Kovacs Shane Kovacs's Credit Suisse Experience March 2004 - May 2013
Job Chief Financial Officer at PTC Therapeutics
Industry Banking
Experience
PTC Therapeutics June 2013 - Present
Credit Suisse March 2004 - May 2013
National Bank Financial July 2002 - March 2004
Education
Ivey Business School at Western University 2000 — 2002
MBA
Queen's University 1992 — 1998
BEng, BSc, Chem Eng; Life Sciences
PTC Therapeutics June 2013 - Present
Credit Suisse March 2004 - May 2013
National Bank Financial July 2002 - March 2004
Education
Ivey Business School at Western University 2000 — 2002
MBA
Queen's University 1992 — 1998
BEng, BSc, Chem Eng; Life Sciences
Kyle Jessey's Credit Suisse Experience May 2014 - August 2014
Job Financial Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
State Street September 2012 - May 2013
Skills
Microsoft Office, Team Leadership, Challenge Driven, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Alternative Investment Concentration & A double major in Economics
The University of Manchester 2013 — 2014
Bachelor of Business Administration (BBA), Accounting & Finance
Lincoln High School, RI 2007 — 2011
Credit Suisse May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
State Street September 2012 - May 2013
Skills
Microsoft Office, Team Leadership, Challenge Driven, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Alternative Investment Concentration & A double major in Economics
The University of Manchester 2013 — 2014
Bachelor of Business Administration (BBA), Accounting & Finance
Lincoln High School, RI 2007 — 2011
Brandon Alexandroff Brandon Alexandroff's Credit Suisse Experience 2000 - 2002
Job Vice President, Finance at Mobilicity
Industry Telecommunications
Experience
Mobilicity 2008 - Present
XM Canada 2003 - 2008
Credit Suisse 2000 - 2002
Education
The University of Western Ontario - Richard Ivey School of Business 1996 — 2000
HBA, Business
Upper Canada College 1989 — 1996
Mobilicity 2008 - Present
XM Canada 2003 - 2008
Credit Suisse 2000 - 2002
Education
The University of Western Ontario - Richard Ivey School of Business 1996 — 2000
HBA, Business
Upper Canada College 1989 — 1996
Syed Ali Asad Syed Ali Asad's Credit Suisse Experience September 2013 - December 2013
Job Assistant Manager Decision Analytics Consulting at EXL
Industry Management Consulting
Experience
EXL August 2014 - Present
Center for International Securities & Derivatives Markets,Isenberg School of Management. January 2013 - Present
Credit Suisse September 2013 - December 2013
Nokia Siemens Networks March 2010 - May 2012
Motorola May 2007 - March 2010
Skills
Product Management, WiMAX, LTE, RF, Wireless, GSM, Telecommunications, RAN, GPRS, VoIP, Switches, Core Network, QoS, Cisco Technologies, Integration, Pre-sales, Business Analysis, Project Management, IT Strategy, Financial Analysis, Business Strategy, Start-ups, Managed Services, Development Tools, Six Sigma, Lean Operations, Business Intelligence, Management Consulting, Portfolio Management
Education
Isenberg School of Management, UMass Amherst 2012 — 2014
Master of Business Administration (MBA), Finance/Strategy, A+
University of Engineering and Technology, Lahore 2002 — 2005
B.Sc, Electrical Engineering, A+
EXL August 2014 - Present
Center for International Securities & Derivatives Markets,Isenberg School of Management. January 2013 - Present
Credit Suisse September 2013 - December 2013
Nokia Siemens Networks March 2010 - May 2012
Motorola May 2007 - March 2010
Skills
Product Management, WiMAX, LTE, RF, Wireless, GSM, Telecommunications, RAN, GPRS, VoIP, Switches, Core Network, QoS, Cisco Technologies, Integration, Pre-sales, Business Analysis, Project Management, IT Strategy, Financial Analysis, Business Strategy, Start-ups, Managed Services, Development Tools, Six Sigma, Lean Operations, Business Intelligence, Management Consulting, Portfolio Management
Education
Isenberg School of Management, UMass Amherst 2012 — 2014
Master of Business Administration (MBA), Finance/Strategy, A+
University of Engineering and Technology, Lahore 2002 — 2005
B.Sc, Electrical Engineering, A+
Stefan Voigt Stefan Voigt's Credit Suisse Experience June 2012 - Present
Job Vice President at Credit Suisse Prime Services
Industry Investment Banking
Experience
Credit Suisse June 2012 - Present
UBS Investment Bank December 2006 - June 2012
Morgan Stanley March 2006 - December 2006
Goldman Sachs February 2006 - March 2006
Skills
OTC Clearing, Dodd-Frank, Transition Management, Futures, Managed Futures, Prime Brokerage, Credit Derivatives, Interest Rate Swaps, Equity Derivatives, Equity Swaps, CCP, CME, ICE, LCH, KYC, Sales Pipeline..., Fixed Income Products, Series 7, Series 63, Series 3, Derivatives, ISDA, CSA
Education
Iona College Hagan School of Business, MBA 2004 — 2005
MBA, Financial Management
Iona College 2000 — 2004
BBA, Finance
Credit Suisse June 2012 - Present
UBS Investment Bank December 2006 - June 2012
Morgan Stanley March 2006 - December 2006
Goldman Sachs February 2006 - March 2006
Skills
OTC Clearing, Dodd-Frank, Transition Management, Futures, Managed Futures, Prime Brokerage, Credit Derivatives, Interest Rate Swaps, Equity Derivatives, Equity Swaps, CCP, CME, ICE, LCH, KYC, Sales Pipeline..., Fixed Income Products, Series 7, Series 63, Series 3, Derivatives, ISDA, CSA
Education
Iona College Hagan School of Business, MBA 2004 — 2005
MBA, Financial Management
Iona College 2000 — 2004
BBA, Finance
Adam Reeds's Credit Suisse Experience June 2007 - August 2007
Job Vice President, Energy & Infrastructure at Dream
Industry Renewables & Environment
Experience
Dream Unlimited July 2015 - Present
Dream Unlimited April 2014 - June 2015
Dream Unlimited September 2013 - April 2014
Firelight Infrastructure Partners March 2013 - September 2013
Firelight Infrastructure Partners July 2010 - February 2013
StormFisher Biogas May 2008 - May 2010
Credit Suisse June 2007 - August 2007
Capral Aluminium May 2006 - August 2006
Skills
Private Equity, Contract Negotiation, Financial Analysis, Deal Structuring, M&A Due Diligence, Project Finance, Market Research, Due Diligence, Negotiation, Renewable Energy, Wind, Solar Energy, Business Development, Business Strategy, Energy, Venture Capital, Cleantech, Mergers & Acquisitions, Engineering, Corporate Development, Financial Modeling, Sustainable Energy, Investments, Asset Management, Valuation, Management, Alternative Energy
Education
The University of Western Ontario - Richard Ivey School of Business 2005 — 2008
HBA, Honours Business Administration
Western University 2003 — 2008
BESc., Mechanical Engineering
Dream Unlimited July 2015 - Present
Dream Unlimited April 2014 - June 2015
Dream Unlimited September 2013 - April 2014
Firelight Infrastructure Partners March 2013 - September 2013
Firelight Infrastructure Partners July 2010 - February 2013
StormFisher Biogas May 2008 - May 2010
Credit Suisse June 2007 - August 2007
Capral Aluminium May 2006 - August 2006
Skills
Private Equity, Contract Negotiation, Financial Analysis, Deal Structuring, M&A Due Diligence, Project Finance, Market Research, Due Diligence, Negotiation, Renewable Energy, Wind, Solar Energy, Business Development, Business Strategy, Energy, Venture Capital, Cleantech, Mergers & Acquisitions, Engineering, Corporate Development, Financial Modeling, Sustainable Energy, Investments, Asset Management, Valuation, Management, Alternative Energy
Education
The University of Western Ontario - Richard Ivey School of Business 2005 — 2008
HBA, Honours Business Administration
Western University 2003 — 2008
BESc., Mechanical Engineering
Barbara Grant Barbara Grant's Credit Suisse Experience June 2012 - July 2012
Job Registered Financial Services Professional
Industry Financial Services
Experience
JPMorgan Securities LLC October 2012 - December 2013
Credit Suisse June 2012 - July 2012
Raymond James & Associates, Inc June 2011 - April 2012
Waddell & Reed, 2009-2010 May 2009 - May 2010
HealthSpring, 2008-2009 September 2008 - January 2009
AON Corporation December 2006 - August 2008
Self Employed March 2001 - December 2006
MassMutual Financial Group September 1998 - March 2001
Merrill Lynch October 1996 - March 1998
Peregrine Financial Group April 1993 - October 1996
Education
Ithaca College
Bachelor of Arts, English
Northwestern University School of Continuing Studies
CFP® designation in progress.
Syracuse University
DIPA Strasbourg, France
The Latin School of Chicago
The Masters School
JPMorgan Securities LLC October 2012 - December 2013
Credit Suisse June 2012 - July 2012
Raymond James & Associates, Inc June 2011 - April 2012
Waddell & Reed, 2009-2010 May 2009 - May 2010
HealthSpring, 2008-2009 September 2008 - January 2009
AON Corporation December 2006 - August 2008
Self Employed March 2001 - December 2006
MassMutual Financial Group September 1998 - March 2001
Merrill Lynch October 1996 - March 1998
Peregrine Financial Group April 1993 - October 1996
Education
Ithaca College
Bachelor of Arts, English
Northwestern University School of Continuing Studies
CFP® designation in progress.
Syracuse University
DIPA Strasbourg, France
The Latin School of Chicago
The Masters School
Rob Hébert Rob Hébert's Credit Suisse Experience September 2013 - Present
Job Data Management Officer at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2013 - Present
Credit Suisse September 2009 - August 2013
Lehman Brothers October 1998 - October 2008
Republic National Bank October 1993 - October 1998
Prodigy Services April 1988 - October 1993
Skills
Microsoft Office, Team Building, Customer Relations, Customer Service, Change Management, ITIL, Integration, Team Leadership, Problem Solving, Troubleshooting, Teamwork, Team Management, IT Service Management, Service Delivery, Project Delivery, Infrastructure Projects, Partner Relationship..., Disaster Recovery, Business Continuity, Desktop Support, Infrastructure, Enterprise Software, Trading Systems, Technical Support, Partner Management, PMP, Vendor Management, Enterprise Architecture, Data Center, SDLC, Testing, Technology Integration, PMO, Project Management, Program Management, Business Analysis, Process Improvement, Management, Business Process, Leadership, Relationship Management, IT Strategy, Risk Management, People Skills, Project Coordination, Collaboration, Work Ethic, Service Delivery..., IT Management, Networking
Education
Fordham Preparatory School
Iona College
Credit Suisse September 2013 - Present
Credit Suisse September 2009 - August 2013
Lehman Brothers October 1998 - October 2008
Republic National Bank October 1993 - October 1998
Prodigy Services April 1988 - October 1993
Skills
Microsoft Office, Team Building, Customer Relations, Customer Service, Change Management, ITIL, Integration, Team Leadership, Problem Solving, Troubleshooting, Teamwork, Team Management, IT Service Management, Service Delivery, Project Delivery, Infrastructure Projects, Partner Relationship..., Disaster Recovery, Business Continuity, Desktop Support, Infrastructure, Enterprise Software, Trading Systems, Technical Support, Partner Management, PMP, Vendor Management, Enterprise Architecture, Data Center, SDLC, Testing, Technology Integration, PMO, Project Management, Program Management, Business Analysis, Process Improvement, Management, Business Process, Leadership, Relationship Management, IT Strategy, Risk Management, People Skills, Project Coordination, Collaboration, Work Ethic, Service Delivery..., IT Management, Networking
Education
Fordham Preparatory School
Iona College
Juan Felipe Diaz's Credit Suisse Experience November 2014 - Present
Job Incoming Investment Banking Summer Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse November 2014 - Present
Cumberland Trust and Investment Company February 2014 - December 2014
Vanderbilt University January 2014 - December 2014
Urwego Opportunity Bank May 2014 - July 2014
Skills
Research, Microsoft Excel, Spanish, PowerPoint, Financial Accounting, Translation, French, Entrepreneurship, Teaching, Web Development, Financial Modeling, Investments, Finance, Budgets, Analysis
Education
Vanderbilt University 2012 — 2016
Bachelor of Arts (BA), Economics; Financial Economics
International Baccalaureate 2010 — 2012
Bilingual Diploma, 43/45
Colegio Gran Bretaña - The British School 2008 — 2012
Credit Suisse November 2014 - Present
Cumberland Trust and Investment Company February 2014 - December 2014
Vanderbilt University January 2014 - December 2014
Urwego Opportunity Bank May 2014 - July 2014
Skills
Research, Microsoft Excel, Spanish, PowerPoint, Financial Accounting, Translation, French, Entrepreneurship, Teaching, Web Development, Financial Modeling, Investments, Finance, Budgets, Analysis
Education
Vanderbilt University 2012 — 2016
Bachelor of Arts (BA), Economics; Financial Economics
International Baccalaureate 2010 — 2012
Bilingual Diploma, 43/45
Colegio Gran Bretaña - The British School 2008 — 2012
Hannah Kim Hannah Kim's Credit Suisse Experience April 2015 - April 2015
Job Intern at Wellington Management | CoPresident of UMass Finance Society
Industry Financial Services
Experience
UMass Finance Society December 2014 - Present
Minutemen Equity Fund December 2013 - Present
Wellington Management May 2015 - August 2015
Credit Suisse April 2015 - April 2015
Women in Business September 2014 - January 2015
Cinch Financial May 2014 - August 2014
Goldman Sachs April 2014 - April 2014
The Cheesecake Factory February 2013 - August 2013
Barrie Bruce Golf Schools October 2010 - June 2013
Bedford Education Foundation September 2009 - May 2013
Skills
Leadership, Research, Data Analysis, Microsoft Excel, Critical Thinking, Report Writing, Economic Research, Public Speaking, Social Media, Teamwork, Spanish
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance, GPA: 4.0
Bedford High School 2009 — 2013
UMass Finance Society December 2014 - Present
Minutemen Equity Fund December 2013 - Present
Wellington Management May 2015 - August 2015
Credit Suisse April 2015 - April 2015
Women in Business September 2014 - January 2015
Cinch Financial May 2014 - August 2014
Goldman Sachs April 2014 - April 2014
The Cheesecake Factory February 2013 - August 2013
Barrie Bruce Golf Schools October 2010 - June 2013
Bedford Education Foundation September 2009 - May 2013
Skills
Leadership, Research, Data Analysis, Microsoft Excel, Critical Thinking, Report Writing, Economic Research, Public Speaking, Social Media, Teamwork, Spanish
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance, GPA: 4.0
Bedford High School 2009 — 2013
Blake Runnalls Blake Runnalls's Credit Suisse Experience June 2008 - August 2008
Job Doctoral Candidate at Michigan State University
Industry Research
Experience
Michigan State University August 2012 - Present
Center for Urban Transportation Research (CUTR) January 2012 - August 2012
University of South Florida January 2011 - December 2011
Isenberg School of Management at UMass Amherst June 2009 - July 2010
General Electric January 2009 - May 2009
Credit Suisse June 2008 - August 2008
McLarens Young International February 2007 - June 2007
Progressive Insurance April 2004 - February 2007
Skills
Statistics, Economics, Econometrics, Research, Marketing, Financial Analysis, Survey Design
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2009
Masters of Business Administration (MBA), Finance
University of South Florida 2010 — 2011
Masters, Economics
Marist College 2001 — 2003
Bachelors (BA), Communications: Public Relations
Michigan State University
Michigan State University August 2012 - Present
Center for Urban Transportation Research (CUTR) January 2012 - August 2012
University of South Florida January 2011 - December 2011
Isenberg School of Management at UMass Amherst June 2009 - July 2010
General Electric January 2009 - May 2009
Credit Suisse June 2008 - August 2008
McLarens Young International February 2007 - June 2007
Progressive Insurance April 2004 - February 2007
Skills
Statistics, Economics, Econometrics, Research, Marketing, Financial Analysis, Survey Design
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2009
Masters of Business Administration (MBA), Finance
University of South Florida 2010 — 2011
Masters, Economics
Marist College 2001 — 2003
Bachelors (BA), Communications: Public Relations
Michigan State University
Craig Follett Craig Follett's Credit Suisse Experience 2007 - 2007
Job Cofounder & CEO at Universe
Industry Internet
Experience
Universe April 2011 - Present
BCG September 2008 - June 2011
Credit Suisse 2007 - 2007
Ivey Business School 2006 - 2007
Spin Master Toys 2006 - 2006
C-STAR at Western University 2005 - 2005
Skills
Product Development, Software Development, Software Engineering, Business Strategy, Innovation, Business Planning, Business Development, Strategy, Start-ups, Financial Modeling, Entrepreneurship, Team Leadership, E-commerce, Mobile Devices, Mobile Applications, Venture Capital, Ruby on Rails, Analytics, Strategic Partnerships
Education
Ivey Business School at Western University 2005 — 2008
HBA, Honors Business Administration
Western University 2003 — 2008
BESc, Software Engineering
Universe April 2011 - Present
BCG September 2008 - June 2011
Credit Suisse 2007 - 2007
Ivey Business School 2006 - 2007
Spin Master Toys 2006 - 2006
C-STAR at Western University 2005 - 2005
Skills
Product Development, Software Development, Software Engineering, Business Strategy, Innovation, Business Planning, Business Development, Strategy, Start-ups, Financial Modeling, Entrepreneurship, Team Leadership, E-commerce, Mobile Devices, Mobile Applications, Venture Capital, Ruby on Rails, Analytics, Strategic Partnerships
Education
Ivey Business School at Western University 2005 — 2008
HBA, Honors Business Administration
Western University 2003 — 2008
BESc, Software Engineering
Mike Jaksa's Credit Suisse Experience July 2014 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Trellis Capital Corporation May 2012 - August 2012
Desjardins May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Value Investing
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2014
Bachelor of Arts, Honors Business Administration, Finance
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Trellis Capital Corporation May 2012 - August 2012
Desjardins May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Value Investing
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2014
Bachelor of Arts, Honors Business Administration, Finance
Andrew Barr Andrew Barr's Credit Suisse Experience July 2011 - June 2013
Job Associate at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC August 2013 - Present
Credit Suisse July 2011 - June 2013
Skills
Investment Banking, Valuation, Bloomberg, Capital Markets, Financial Modeling, Finance, Corporate Finance, Equities, Equity Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Private Equity, Investments
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2011
HBA, Finance
Unionville High School 2003 — 2007
Apollo Global Management LLC August 2013 - Present
Credit Suisse July 2011 - June 2013
Skills
Investment Banking, Valuation, Bloomberg, Capital Markets, Financial Modeling, Finance, Corporate Finance, Equities, Equity Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Private Equity, Investments
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2011
HBA, Finance
Unionville High School 2003 — 2007
Allen Hansen Allen Hansen's Credit Suisse Experience May 1997 - January 1999
Job Business Leader at MasterCard
Industry Financial Services
Experience
MasterCard January 2014 - Present
MasterCard Advisors 2005 - January 2014
MasterCard January 2005 - October 2007
MasterCard September 1999 - January 2005
Charles River Computers January 1999 - October 1999
Credit Suisse May 1997 - January 1999
PCLC 1990 - May 1997
Skills
Strategic Planning, Payments, Vendor Management, Cross-functional Team..., Process Improvement, Financial Services, Project Management, Integration, Training, Six Sigma, Product Management, Requirements Analysis, Business Strategy, PMP, CRM, IT Strategy, Databases, Business Analysis, Analysis, Technical Support, Team Leadership, Management, Leadership, Unix, Security, Lotus Notes, Disaster Recovery, Software Development, IT Management, Risk Management, PMO, Strategy
Education
Iona College 1992 — 1994
MBA, Management Information Systems
State University of New York College at Plattsburgh 1985 — 1989
BS, Business Managment
MasterCard January 2014 - Present
MasterCard Advisors 2005 - January 2014
MasterCard January 2005 - October 2007
MasterCard September 1999 - January 2005
Charles River Computers January 1999 - October 1999
Credit Suisse May 1997 - January 1999
PCLC 1990 - May 1997
Skills
Strategic Planning, Payments, Vendor Management, Cross-functional Team..., Process Improvement, Financial Services, Project Management, Integration, Training, Six Sigma, Product Management, Requirements Analysis, Business Strategy, PMP, CRM, IT Strategy, Databases, Business Analysis, Analysis, Technical Support, Team Leadership, Management, Leadership, Unix, Security, Lotus Notes, Disaster Recovery, Software Development, IT Management, Risk Management, PMO, Strategy
Education
Iona College 1992 — 1994
MBA, Management Information Systems
State University of New York College at Plattsburgh 1985 — 1989
BS, Business Managment
Sergey A. Orshanskiy Sergey A. Orshanskiy's Credit Suisse Experience July 2010 - October 2012
Job Data Scientist at Bask Labs
Industry Higher Education
Experience
Bask Labs December 2014 - Present
Self Employed May 2014 - December 2014
Self-Employed October 2012 - December 2014
Contextuall October 2013 - June 2014
Ral'eau Salsa Dance Company September 2012 - January 2013
Credit Suisse July 2010 - October 2012
Penn State Ballroom Dance Club January 2009 - May 2010
Pennsylvania State University January 2006 - December 2009
Microsoft June 2009 - August 2009
Adobe Systems July 2008 - October 2008
Skills
Algorithms, Programming, C++, Computer Science, Teaching, Public Speaking, Mathematics
Education
Penn State University 2005 — 2010
Ph.D., Mathematics, 3.94
Saint-Petersburg State University Information Technologies, Mechanic and Optics (University ITMO) 2001 — 2005
Bachelor, Applied Mathematics and Informatics, 4.89/5
Bask Labs December 2014 - Present
Self Employed May 2014 - December 2014
Self-Employed October 2012 - December 2014
Contextuall October 2013 - June 2014
Ral'eau Salsa Dance Company September 2012 - January 2013
Credit Suisse July 2010 - October 2012
Penn State Ballroom Dance Club January 2009 - May 2010
Pennsylvania State University January 2006 - December 2009
Microsoft June 2009 - August 2009
Adobe Systems July 2008 - October 2008
Skills
Algorithms, Programming, C++, Computer Science, Teaching, Public Speaking, Mathematics
Education
Penn State University 2005 — 2010
Ph.D., Mathematics, 3.94
Saint-Petersburg State University Information Technologies, Mechanic and Optics (University ITMO) 2001 — 2005
Bachelor, Applied Mathematics and Informatics, 4.89/5
Adam Budd Adam Budd's Credit Suisse Experience May 2007 - November 2008
Job Originator at Institutional Mortgage Capital
Industry Real Estate
Experience
Institutional Mortgage Capital April 2014 - Present
Cantor Fitzgerald September 2010 - July 2013
FTI Consulting January 2009 - September 2010
Credit Suisse May 2007 - November 2008
Northwest Value Partners May 2006 - February 2007
HSBC Bank Canada September 2004 - February 2006
Education
Ivey Business School at Western University 2002 — 2004
Institutional Mortgage Capital April 2014 - Present
Cantor Fitzgerald September 2010 - July 2013
FTI Consulting January 2009 - September 2010
Credit Suisse May 2007 - November 2008
Northwest Value Partners May 2006 - February 2007
HSBC Bank Canada September 2004 - February 2006
Education
Ivey Business School at Western University 2002 — 2004
Kimberly Cosme Kimberly Cosme's Credit Suisse Experience September 2011 - February 2012
Job Recruiter at Deutsche Bank Advantage XPO
Industry Investment Management
Experience
Deutsche Bank - Advantage XPO August 2014 - Present
Deutsche Bank February 2012 - August 2014
Credit Suisse September 2011 - February 2012
BlackRock April 2011 - August 2011
Marsh July 2010 - April 2011
Nickelodeon January 2010 - May 2010
Balyasny Asset Management May 2009 - August 2009
Balyasny Asset Management February 2004 - January 2009
Skills
PeopleSoft, Microsoft Office, Applicant Tracking..., Recruiting, Taleo, Onboarding, Microsoft Excel, Employee Relations, Talent Acquisition, HRIS, Talent Management, Performance Management, Executive Search, PowerPoint, Financial Analysis, Risk Management, Human Resources
Education
Iona College 2006 — 2010
BA, Sociology
Deutsche Bank - Advantage XPO August 2014 - Present
Deutsche Bank February 2012 - August 2014
Credit Suisse September 2011 - February 2012
BlackRock April 2011 - August 2011
Marsh July 2010 - April 2011
Nickelodeon January 2010 - May 2010
Balyasny Asset Management May 2009 - August 2009
Balyasny Asset Management February 2004 - January 2009
Skills
PeopleSoft, Microsoft Office, Applicant Tracking..., Recruiting, Taleo, Onboarding, Microsoft Excel, Employee Relations, Talent Acquisition, HRIS, Talent Management, Performance Management, Executive Search, PowerPoint, Financial Analysis, Risk Management, Human Resources
Education
Iona College 2006 — 2010
BA, Sociology
Nicole Pekhazis Nicole Pekhazis's Credit Suisse Experience 2010 - 2010
Job Business Development
Industry Banking
Experience
JTI (Japan Tobacco International) October 2013 - Present
Nomura August 2012 - March 2013
Nomura 2011 - 2011
Credit Suisse 2010 - 2010
Renaissance Capital 2009 - 2009
Education
Ithaca College 2007 — 2010
Bachelor of Science, Business Administration
AISC
High School
JTI (Japan Tobacco International) October 2013 - Present
Nomura August 2012 - March 2013
Nomura 2011 - 2011
Credit Suisse 2010 - 2010
Renaissance Capital 2009 - 2009
Education
Ithaca College 2007 — 2010
Bachelor of Science, Business Administration
AISC
High School
Anna (Tschanz) Vakula Anna (Tschanz) Vakula's Credit Suisse Experience April 2005 - August 2006
Job AVD Anna Vakula Dautrebande
Industry Management Consulting
Experience
Anna Vakula Dautrebande May 2013 - Present
Lastan Family Office January 2009 - December 2012
Banque Pâris Bertrand Sturdza October 2010 - April 2012
Unigestion August 2006 - August 2007
Credit Suisse April 2005 - August 2006
Pictet & Cie April 1996 - March 2005
UBS January 1995 - March 1996
Deloitte October 1993 - December 1994
Skills
Complex problems..., holistic view of a..., Family Office and Trust, Structured Products, Hedge Funds, Alternative Investments, Wealth Management, Financial Markets, Fixed Income, Equities, Asset Allocation, Asset Managment, Derivatives, Portfolio Management, Bonds, Investment Advisory, Asset Management, Capitaux propres, Marché financier, Gestion de portefeuille, Gestion d'actifs
Education
CFPI-AZEK 1999 — 2000
CFPI-AZEK, Financial Analyst and portfolio manager
ISC Paris 1991 — 1993
Management, economics and Finance, Management, economics and Finance
Anna Vakula Dautrebande May 2013 - Present
Lastan Family Office January 2009 - December 2012
Banque Pâris Bertrand Sturdza October 2010 - April 2012
Unigestion August 2006 - August 2007
Credit Suisse April 2005 - August 2006
Pictet & Cie April 1996 - March 2005
UBS January 1995 - March 1996
Deloitte October 1993 - December 1994
Skills
Complex problems..., holistic view of a..., Family Office and Trust, Structured Products, Hedge Funds, Alternative Investments, Wealth Management, Financial Markets, Fixed Income, Equities, Asset Allocation, Asset Managment, Derivatives, Portfolio Management, Bonds, Investment Advisory, Asset Management, Capitaux propres, Marché financier, Gestion de portefeuille, Gestion d'actifs
Education
CFPI-AZEK 1999 — 2000
CFPI-AZEK, Financial Analyst and portfolio manager
ISC Paris 1991 — 1993
Management, economics and Finance, Management, economics and Finance
Tomas Kwong Tomas Kwong's Credit Suisse Experience January 2014 - June 2015
Job Analyst at Alignvest Acquisition
Industry Investment Management
Experience
Alignvest Management Corporation July 2015 - Present
Credit Suisse January 2014 - June 2015
Deloitte Financial Advisory September 2010 - December 2013
Education
Ivey Business School at Western University 2008 — 2010
Queen's University 2005 — 2008
Alignvest Management Corporation July 2015 - Present
Credit Suisse January 2014 - June 2015
Deloitte Financial Advisory September 2010 - December 2013
Education
Ivey Business School at Western University 2008 — 2010
Queen's University 2005 — 2008
Thomas Johnson's Credit Suisse Experience May 2006 - August 2006
Job Director of Inside Sales
Industry Consumer Services
Experience
EVENTup March 2015 - Present
Belly July 2014 - February 2015
Belly September 2013 - July 2014
Belly October 2012 - September 2013
Belly October 2011 - October 2012
Echo Global Logistics November 2008 - October 2011
Echo Global Logistics September 2008 - November 2008
Echo Global Logistics June 2007 - November 2008
Credit Suisse May 2006 - August 2006
Skills
Account Management, Salesforce.com, Cold Calling, Sales, Sales Management, Strategy, Customer Service, Leadership, Sales Operations, Sales Prospecting, Lead Generation, Marketing, Training, Management, Social Media Marketing, New Business Development, CRM, Sales Process, Marketing Strategy, Social Media, Direct Sales, International Sales, Market Development
Education
Iowa State University - College of Business 2003 — 2007
BAS, Marketing and Business Administration
EVENTup March 2015 - Present
Belly July 2014 - February 2015
Belly September 2013 - July 2014
Belly October 2012 - September 2013
Belly October 2011 - October 2012
Echo Global Logistics November 2008 - October 2011
Echo Global Logistics September 2008 - November 2008
Echo Global Logistics June 2007 - November 2008
Credit Suisse May 2006 - August 2006
Skills
Account Management, Salesforce.com, Cold Calling, Sales, Sales Management, Strategy, Customer Service, Leadership, Sales Operations, Sales Prospecting, Lead Generation, Marketing, Training, Management, Social Media Marketing, New Business Development, CRM, Sales Process, Marketing Strategy, Social Media, Direct Sales, International Sales, Market Development
Education
Iowa State University - College of Business 2003 — 2007
BAS, Marketing and Business Administration
Samadrita Guin Samadrita Guin's Credit Suisse Experience June 2013 - August 2013
Job Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Scotiabank June 2014 - March 2015
Credit Suisse June 2013 - August 2013
RPSG Group June 2012 - August 2012
Richard Ivey School of Business September 2011 - April 2012
Education
Ivey Business School at Western University 2012 — 2014
Honors Business Administration
Canadian Securities Institute 2012 — 2012
Canadian Securities Course
Houlihan Lokey July 2015 - Present
Scotiabank June 2014 - March 2015
Credit Suisse June 2013 - August 2013
RPSG Group June 2012 - August 2012
Richard Ivey School of Business September 2011 - April 2012
Education
Ivey Business School at Western University 2012 — 2014
Honors Business Administration
Canadian Securities Institute 2012 — 2012
Canadian Securities Course
David Zhang David Zhang's Credit Suisse Experience July 2012 - April 2013
Job Associate at Silver Lake Partners
Industry Venture Capital & Private Equity
Experience
Silver Lake Partners April 2013 - Present
Credit Suisse July 2012 - April 2013
Shore Up 2011 - 2012
Richard Ivey School of Business September 2011 - December 2011
Credit Suisse June 2011 - August 2011
CIBC World Markets May 2010 - August 2010
Rotman School of Management May 2009 - July 2010
Rotman School of Management September 2009 - December 2009
RBC Dominion Securities May 2009 - August 2009
Skills
Valuation, Financial Modeling, Investment Banking, Microsoft Excel, VBA, Due Diligence, Finance, Capital IQ, PowerPoint, Mergers & Acquisitions, Investments, Equities, Portfolio Management, Private Equity, Corporate Finance, Microsoft PowerPoint, Java, LBO, Financial Analysis, Investing
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
Bachelor of Arts, Honors Business Administration
University of Toronto - Rotman School of Management 2008 — 2010
Bachelor of Commerce, Finance and Economics
Silver Lake Partners April 2013 - Present
Credit Suisse July 2012 - April 2013
Shore Up 2011 - 2012
Richard Ivey School of Business September 2011 - December 2011
Credit Suisse June 2011 - August 2011
CIBC World Markets May 2010 - August 2010
Rotman School of Management May 2009 - July 2010
Rotman School of Management September 2009 - December 2009
RBC Dominion Securities May 2009 - August 2009
Skills
Valuation, Financial Modeling, Investment Banking, Microsoft Excel, VBA, Due Diligence, Finance, Capital IQ, PowerPoint, Mergers & Acquisitions, Investments, Equities, Portfolio Management, Private Equity, Corporate Finance, Microsoft PowerPoint, Java, LBO, Financial Analysis, Investing
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
Bachelor of Arts, Honors Business Administration
University of Toronto - Rotman School of Management 2008 — 2010
Bachelor of Commerce, Finance and Economics
Trevor Levine's Credit Suisse Experience 2010 - 2012
Job Risk | Lean | Leadership | Free Agent (let's talk)
Industry Financial Services
Experience
Credit Suisse 2010 - 2012
Softchoice 2008 - 2009
PwC 2006 - 2008
Aviva Canada 2004 - 2006
Bank of Montreal 2002 - 2004
HSBC Securities (Canada) Inc. 1998 - 2002
Skills
Risk Management, Enterprise Risk..., Business Process..., Management Consulting, Strategy, Business Transformation, Change Management, Operational Risk..., Governance, Process Improvement, Management, Business Process..., Six Sigma, Team Leadership, Leadership, Financial Services, Capital Markets, RDARR, BCBS 239, Project Management, Financial Risk, Business Process, Visio, Nimbus Control, Lean Thinking, Kaizen, Workshop Facilitation, Training Delivery, Business Strategy, Banking, Finance, Derivatives, Internal Audit, Operations Management, Business Analysis, Start-ups, Software Documentation, Blogging, Facilities Management, Consulting, Strategic Planning, Financial Analysis, Analysis
Education
Richard Ivey School of Business at the University of Western Ontario 2001 — 2003
MBA, Business Administration and Management, General
Molson School of Business at Concordia University 1989 — 1992
B.Comm, Finance
e-Zsigma (Canada) Inc. 2009 — 2009
Course, 16-day Lean Six Sigma Black Belt
Credit Suisse 2010 - 2012
Softchoice 2008 - 2009
PwC 2006 - 2008
Aviva Canada 2004 - 2006
Bank of Montreal 2002 - 2004
HSBC Securities (Canada) Inc. 1998 - 2002
Skills
Risk Management, Enterprise Risk..., Business Process..., Management Consulting, Strategy, Business Transformation, Change Management, Operational Risk..., Governance, Process Improvement, Management, Business Process..., Six Sigma, Team Leadership, Leadership, Financial Services, Capital Markets, RDARR, BCBS 239, Project Management, Financial Risk, Business Process, Visio, Nimbus Control, Lean Thinking, Kaizen, Workshop Facilitation, Training Delivery, Business Strategy, Banking, Finance, Derivatives, Internal Audit, Operations Management, Business Analysis, Start-ups, Software Documentation, Blogging, Facilities Management, Consulting, Strategic Planning, Financial Analysis, Analysis
Education
Richard Ivey School of Business at the University of Western Ontario 2001 — 2003
MBA, Business Administration and Management, General
Molson School of Business at Concordia University 1989 — 1992
B.Comm, Finance
e-Zsigma (Canada) Inc. 2009 — 2009
Course, 16-day Lean Six Sigma Black Belt
Dody Schroth Dody Schroth's Credit Suisse Experience 1999 - 2001
Job Business Development and Relationship Manager at E2W Limited
Industry Financial Services
Experience
E2W Limited May 2012 - Present
Convergex 2001 - 2011
Credit Suisse 1999 - 2001
Autranet (Subsidiary of Donaldson, Lufkin & Jenrette) 1985 - 1999
Shearson Lehman American Express/Lehman Brothers 1983 - 1985
Skills
Financial Services, Business Development, Relationship Management, CRM, Sales, Marketing, Trading Systems, Market Data, Wealth Management, Asset Management, Equities, Fixed Income, Financial Markets, Capital Markets, Securities, Investments, Asset Managment, Back Office, Financial Risk, FINRA, Risk Management, Corporate Actions, Investment Management, Investment Strategies, Management, Equity Trading, Lead Generation, Competitive Analysis, Mutual Funds, Prime Brokerage, Finance, Vendor Management
Education
International School of Brussels
Skidmore College
BA
E2W Limited May 2012 - Present
Convergex 2001 - 2011
Credit Suisse 1999 - 2001
Autranet (Subsidiary of Donaldson, Lufkin & Jenrette) 1985 - 1999
Shearson Lehman American Express/Lehman Brothers 1983 - 1985
Skills
Financial Services, Business Development, Relationship Management, CRM, Sales, Marketing, Trading Systems, Market Data, Wealth Management, Asset Management, Equities, Fixed Income, Financial Markets, Capital Markets, Securities, Investments, Asset Managment, Back Office, Financial Risk, FINRA, Risk Management, Corporate Actions, Investment Management, Investment Strategies, Management, Equity Trading, Lead Generation, Competitive Analysis, Mutual Funds, Prime Brokerage, Finance, Vendor Management
Education
International School of Brussels
Skidmore College
BA
Ola Kulynych Ola Kulynych's Credit Suisse Experience July 2014 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Invico Capital Corporation June 2013 - August 2013
Wal-Mart Canada - Brand Management Intern May 2011 - August 2011
Club Monaco 2009 - 2010
Steve Madden 2008 - 2010
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2014
Bachelor of Arts - Honors Business Administration (HBA)
Philip Pocock Catholic Secondary School 2005 — 2010
Ontario Secondary School Degree
Credit Suisse July 2014 - Present
Invico Capital Corporation June 2013 - August 2013
Wal-Mart Canada - Brand Management Intern May 2011 - August 2011
Club Monaco 2009 - 2010
Steve Madden 2008 - 2010
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2014
Bachelor of Arts - Honors Business Administration (HBA)
Philip Pocock Catholic Secondary School 2005 — 2010
Ontario Secondary School Degree
Selena Yao's Credit Suisse Experience July 2013 - March 2015
Job Investor Relations
Industry Internet
Experience
Twitter March 2015 - Present
Credit Suisse July 2013 - March 2015
Skills
Financial Modeling, Financial Analysis, Finance, Valuation, Data Analysis, Corporate Finance, Investment Banking, Microsoft Excel, Research, Capital Markets
Education
The University of Western Ontario
Bachelor of Science (B.Sc.), Honors Specialization in Genetics and Biochemistry
The University of Western Ontario - Richard Ivey School of Business
Honors Business Administration (HBA)
Twitter March 2015 - Present
Credit Suisse July 2013 - March 2015
Skills
Financial Modeling, Financial Analysis, Finance, Valuation, Data Analysis, Corporate Finance, Investment Banking, Microsoft Excel, Research, Capital Markets
Education
The University of Western Ontario
Bachelor of Science (B.Sc.), Honors Specialization in Genetics and Biochemistry
The University of Western Ontario - Richard Ivey School of Business
Honors Business Administration (HBA)
Stefan Miovcic's Credit Suisse Experience 2010 - 2013
Job Associate at M. Klein & Company and Media & Entertainment Investor
Industry Investment Management
Experience
M. Klein & Company 2013 - Present
DLE Media Group January 2015 - Present
Credit Suisse 2010 - 2013
Skills
Financial Modeling, Bloomberg, Equities, Investment Banking, Financial Analysis, Corporate Finance, Capital Markets, Equity Valuation, LBO, DCF, Valuation, Private Equity, Due Diligence, Mergers & Acquisitions, Finance, Equity Research, Investments
Education
Ivey Business School at Western University 2006 — 2010
HBA, Finance
York University
M. Klein & Company 2013 - Present
DLE Media Group January 2015 - Present
Credit Suisse 2010 - 2013
Skills
Financial Modeling, Bloomberg, Equities, Investment Banking, Financial Analysis, Corporate Finance, Capital Markets, Equity Valuation, LBO, DCF, Valuation, Private Equity, Due Diligence, Mergers & Acquisitions, Finance, Equity Research, Investments
Education
Ivey Business School at Western University 2006 — 2010
HBA, Finance
York University
Michael McNamara Michael McNamara's Credit Suisse Experience 2006 - 2009
Job Director of Client Services | Empowering Research Administration Professionals
Industry Research
Experience
Smarter Admin January 2014 - Present
Columbia University Medical Center September 2014 - Present
Weill Cornell Medical College April 2013 - September 2014
Weill Cornell Medical College December 2009 - April 2013
Credit Suisse 2006 - 2009
Morgan Stanley 2005 - 2006
Skills
Financial Reporting, Accounting, Access, Alternative Investments, Microsoft Excel, Financial Modeling, Microsoft Office, Microsoft Word, Private Equity, Strategic Planning, SAP, Budget Process, Financial Forecasting, Forecasting, Data Analysis, Budgets, Process Improvement, Management, Analysis, Variance Analysis, Corporate Finance, Due Diligence, Valuation, Business Development, Research, Financial Analysis, Leadership
Education
University of Notre Dame
Bachelor of Business Administration, Management Information Systems
Iona College
Masters in Business Administration, Finance
Smarter Admin January 2014 - Present
Columbia University Medical Center September 2014 - Present
Weill Cornell Medical College April 2013 - September 2014
Weill Cornell Medical College December 2009 - April 2013
Credit Suisse 2006 - 2009
Morgan Stanley 2005 - 2006
Skills
Financial Reporting, Accounting, Access, Alternative Investments, Microsoft Excel, Financial Modeling, Microsoft Office, Microsoft Word, Private Equity, Strategic Planning, SAP, Budget Process, Financial Forecasting, Forecasting, Data Analysis, Budgets, Process Improvement, Management, Analysis, Variance Analysis, Corporate Finance, Due Diligence, Valuation, Business Development, Research, Financial Analysis, Leadership
Education
University of Notre Dame
Bachelor of Business Administration, Management Information Systems
Iona College
Masters in Business Administration, Finance
Jeffrey Cobourn Jeffrey Cobourn's Credit Suisse Experience July 2013 - June 2015
Job Associate at Silver Lake Kraftwerk
Industry Venture Capital & Private Equity
Experience
Credit Suisse July 2013 - June 2015
Credit Suisse June 2012 - August 2012
Canaccord Genuity May 2011 - August 2011
Summo Steel May 2010 - August 2010
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2013
Honors Business Administration (HBA)
Appleby College 2003 — 2009
Credit Suisse July 2013 - June 2015
Credit Suisse June 2012 - August 2012
Canaccord Genuity May 2011 - August 2011
Summo Steel May 2010 - August 2010
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2013
Honors Business Administration (HBA)
Appleby College 2003 — 2009
Connie Huang's Credit Suisse Experience July 2000 - August 2002
Job Learn. Adapt. Grow.
Industry Hospitality
Experience
Costello Consultants LLC July 2014 - Present
Caesars Entertainment Corporation March 2014 - June 2014
Corporate Operations July 2013 - October 2013
Blue Martini March 2011 - August 2013
Blue Martini March 2011 - October 2011
Chandler Unified School District May 2008 - June 2010
City School District of New Rochelle September 2003 - June 2008
Credit Suisse July 2000 - August 2002
Donaldson, Lufkin & Jenrette August 1998 - June 2000
Skills
Training, Leadership, Budgets, Human Resources, Sales, Staff Development, Policy, Customer Service, Payroll, Social Networking, Event Planning, Microsoft Office, Social Media, Public Speaking, Marketing, Operations Management, Hospitality, Social Media Marketing, Blogging, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Marketing Strategy, Coaching, Employee Relations, Email Marketing, Strategic Planning, Project Management, Entrepreneurship, Management, Advertising, Event Management, Business Strategy, Small Business, Public Relations
Education
Iona College 2000 — 2003
MST, Business Education
Iona College 1996 — 2000
BBA, Finance
Costello Consultants LLC July 2014 - Present
Caesars Entertainment Corporation March 2014 - June 2014
Corporate Operations July 2013 - October 2013
Blue Martini March 2011 - August 2013
Blue Martini March 2011 - October 2011
Chandler Unified School District May 2008 - June 2010
City School District of New Rochelle September 2003 - June 2008
Credit Suisse July 2000 - August 2002
Donaldson, Lufkin & Jenrette August 1998 - June 2000
Skills
Training, Leadership, Budgets, Human Resources, Sales, Staff Development, Policy, Customer Service, Payroll, Social Networking, Event Planning, Microsoft Office, Social Media, Public Speaking, Marketing, Operations Management, Hospitality, Social Media Marketing, Blogging, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Marketing Strategy, Coaching, Employee Relations, Email Marketing, Strategic Planning, Project Management, Entrepreneurship, Management, Advertising, Event Management, Business Strategy, Small Business, Public Relations
Education
Iona College 2000 — 2003
MST, Business Education
Iona College 1996 — 2000
BBA, Finance
Arindam Chatterjee's Credit Suisse Experience November 2009 - March 2011
Job Consulting Solutions & Outsourcing Business Leader | Director Capital Markets | Client Partner
Industry Information Technology and Services
Experience
Wipro Technologies April 2012 - Present
Wipro Technologies April 2011 - Present
Credit Suisse November 2009 - March 2011
Bank of New York Mellon January 2009 - March 2011
Wipro Technologies December 2003 - April 2010
Satyam Computer Services Limited July 2000 - December 2003
Skills
Business Applications, Arindam is focussed on..., productivity..., ERP, Arindam has managed..., Finance and Supply..., PeopleSoft and JD..., Banking, Testing, Arindam have worked..., Derivatives, Fixed Inco, me) and also with the..., Investment Banking, Program Management, SDLC, Quality Assurance, IT Strategy, Management, Strategy, Derivatives, Enterprise Software, Outsourcing, CRM, Business Intelligence, Pre-sales, PMO, Cross-functional Team..., Business Development, Offshoring, Agile Methodologies, IT Outsourcing, Business Process..., Vendor Management, Financial Services, Business Analysis, Global Delivery, Business Transformation, Business Process, Software Project..., Requirements Analysis, Consulting, Solution Architecture, Integration, Enterprise Architecture, Business Process..., Information Technology, Oracle, Project Management, Team Management
Education
Stanford University 2007 — 2008
SAPM, Stanford Advanced Program Management
IISW&BM 1988 — 1990
MBA, Marketing Management
Jadavpur University 1984 — 1987
B.Sc, Geology
Wipro Technologies April 2012 - Present
Wipro Technologies April 2011 - Present
Credit Suisse November 2009 - March 2011
Bank of New York Mellon January 2009 - March 2011
Wipro Technologies December 2003 - April 2010
Satyam Computer Services Limited July 2000 - December 2003
Skills
Business Applications, Arindam is focussed on..., productivity..., ERP, Arindam has managed..., Finance and Supply..., PeopleSoft and JD..., Banking, Testing, Arindam have worked..., Derivatives, Fixed Inco, me) and also with the..., Investment Banking, Program Management, SDLC, Quality Assurance, IT Strategy, Management, Strategy, Derivatives, Enterprise Software, Outsourcing, CRM, Business Intelligence, Pre-sales, PMO, Cross-functional Team..., Business Development, Offshoring, Agile Methodologies, IT Outsourcing, Business Process..., Vendor Management, Financial Services, Business Analysis, Global Delivery, Business Transformation, Business Process, Software Project..., Requirements Analysis, Consulting, Solution Architecture, Integration, Enterprise Architecture, Business Process..., Information Technology, Oracle, Project Management, Team Management
Education
Stanford University 2007 — 2008
SAPM, Stanford Advanced Program Management
IISW&BM 1988 — 1990
MBA, Marketing Management
Jadavpur University 1984 — 1987
B.Sc, Geology
Maria Rose Pollara Maria Rose Pollara's Credit Suisse Experience 2006 - 2011
Job Director, Senior Human Resources Business Partner and Regional Head | Trusted Advisor | Change Agent
Industry Human Resources
Experience
Experian Marketing Services August 2014 - Present
centoPERcento, LLC 2011 - 2014
Credit Suisse 2006 - 2011
Citigroup 2004 - 2006
Altria Group 1999 - 2004
Arthur Andersen Business Consulting 1998 - 1999
Deutsche Bank 1997 - 1998
Skills
Customer Relations, Career Development, Relationship Management, Customer Service, Leadership Development, Talent Acquisition, Talent Management, Succession Planning, Employee Relations, Onboarding, Performance Management, Leadership, Workforce Planning, Management, Human Resources, Employee Engagement, Personnel Management, Change Management, Organizational..., Deferred Compensation, Establish & Maintain..., Brand Management, Strategy, Mergers & Acquisitions, CRM, Strategic Planning, Team Building, HR Consulting, Organizational..., Recruiting, Executive Coaching, Program Management, Strategic Partnerships, Project Management, HR Transformation, Employee Benefits, Organizational Design, Entrepreneurship, Sourcing, HRIS, Employer Branding, Applicant Tracking..., College Recruiting, Interviews, Technical Recruiting, Executive Search, Executive Management, Culture Change, Vendor Management, Employee Training
Education
University of New Haven
MA, Industrial/Organizational Psychology
Ithaca College
BS, Psychology and Business; Minor: Italian
Experian Marketing Services August 2014 - Present
centoPERcento, LLC 2011 - 2014
Credit Suisse 2006 - 2011
Citigroup 2004 - 2006
Altria Group 1999 - 2004
Arthur Andersen Business Consulting 1998 - 1999
Deutsche Bank 1997 - 1998
Skills
Customer Relations, Career Development, Relationship Management, Customer Service, Leadership Development, Talent Acquisition, Talent Management, Succession Planning, Employee Relations, Onboarding, Performance Management, Leadership, Workforce Planning, Management, Human Resources, Employee Engagement, Personnel Management, Change Management, Organizational..., Deferred Compensation, Establish & Maintain..., Brand Management, Strategy, Mergers & Acquisitions, CRM, Strategic Planning, Team Building, HR Consulting, Organizational..., Recruiting, Executive Coaching, Program Management, Strategic Partnerships, Project Management, HR Transformation, Employee Benefits, Organizational Design, Entrepreneurship, Sourcing, HRIS, Employer Branding, Applicant Tracking..., College Recruiting, Interviews, Technical Recruiting, Executive Search, Executive Management, Culture Change, Vendor Management, Employee Training
Education
University of New Haven
MA, Industrial/Organizational Psychology
Ithaca College
BS, Psychology and Business; Minor: Italian
Jake Bodanis's Credit Suisse Experience June 2012 - August 2012
Job Private Equity Analyst at PSP Investments
Industry Investment Banking
Experience
PSP Investments August 2014 - Present
PSP Investments May 2013 - August 2013
Credit Suisse June 2012 - August 2012
Skills
Highly Dedicated, Learning Quickly, Finance, Hard Working, Able to communicate and..., Analytical Skills, Microsoft Excel, Entrepreneurship, Valuation, Goal Oriented, Strategy, Time Management, Teamwork, Independent, Efficient, Ackowledges teamwork..., Investment Banking, Private Equity, Financial Modeling, Commodity Pools, Portfolio Management, Investments, Analysis, Financial Analysis
Education
WHU – Otto Beisheim School of Management 2014 — 2014
Bachelor's Degree, Finance
Richard Ivey School of Business 2012 — 2014
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
The University of Western Ontario 2010 — 2012
Completed two years of BMOS program
WHU – Otto Beisheim School of Management
William Lyon Mackenzie C.I
PSP Investments August 2014 - Present
PSP Investments May 2013 - August 2013
Credit Suisse June 2012 - August 2012
Skills
Highly Dedicated, Learning Quickly, Finance, Hard Working, Able to communicate and..., Analytical Skills, Microsoft Excel, Entrepreneurship, Valuation, Goal Oriented, Strategy, Time Management, Teamwork, Independent, Efficient, Ackowledges teamwork..., Investment Banking, Private Equity, Financial Modeling, Commodity Pools, Portfolio Management, Investments, Analysis, Financial Analysis
Education
WHU – Otto Beisheim School of Management 2014 — 2014
Bachelor's Degree, Finance
Richard Ivey School of Business 2012 — 2014
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
The University of Western Ontario 2010 — 2012
Completed two years of BMOS program
WHU – Otto Beisheim School of Management
William Lyon Mackenzie C.I
Karen Klein's Credit Suisse Experience 2004 - 2006
Job Sr. IT Recruiter Montefiore Information Technology (formerly Emerging Health, Montefiore IT)
Industry Information Technology and Services
Experience
Montefiore Information Technology July 2010 - Present
Pfizer April 2010 - July 2010
Gartner, Inc. November 2009 - April 2010
Emerging Health Information Technology August 2009 - November 2009
EMC August 2008 - December 2008
UBS 2006 - 2008
Credit Suisse 2004 - 2006
Kforce 2002 - 2005
Avon 1998 - 1999
PRT 1995 - 1999
Skills
Team Management, Client Development, Technology Recruitment, Immigration Issues, International Transfers, Sourcing, Vendor Management, Talent Management, Professional Services, Negotiation, Applicant Tracking..., Recruiting, Onboarding, Strategy, Talent Acquisition, Human Resources, Leadership, Management, Internet Recruiting, Training, Technical Recruiting, Temporary Placement, Consulting, Benefits Negotiation, Business Analysis, Enterprise Software, College Recruiting, Staffing Services, Information Technology, Executive Search, Contract Recruitment, IT Recruitment, Hiring, Relationship Building, Employee Relations
Education
Iona College 1975 — 1979
Mamaroneck High School
Montefiore Information Technology July 2010 - Present
Pfizer April 2010 - July 2010
Gartner, Inc. November 2009 - April 2010
Emerging Health Information Technology August 2009 - November 2009
EMC August 2008 - December 2008
UBS 2006 - 2008
Credit Suisse 2004 - 2006
Kforce 2002 - 2005
Avon 1998 - 1999
PRT 1995 - 1999
Skills
Team Management, Client Development, Technology Recruitment, Immigration Issues, International Transfers, Sourcing, Vendor Management, Talent Management, Professional Services, Negotiation, Applicant Tracking..., Recruiting, Onboarding, Strategy, Talent Acquisition, Human Resources, Leadership, Management, Internet Recruiting, Training, Technical Recruiting, Temporary Placement, Consulting, Benefits Negotiation, Business Analysis, Enterprise Software, College Recruiting, Staffing Services, Information Technology, Executive Search, Contract Recruitment, IT Recruitment, Hiring, Relationship Building, Employee Relations
Education
Iona College 1975 — 1979
Mamaroneck High School
Robert Hetu Robert Hetu's Credit Suisse Experience May 1997 - Present
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 1997 - Present
Societe Generale Canada April 1995 - May 1996
Skills
Investment Banking, LBO & Acquisition..., Leveraged Lending, Cross-border..., Syndicated Loan..., Financial Markets, Corporate Finance, Financial Restructuring, Credit Negotiations, Banking Relationships, Financial Transactions
Education
Ivey Business School at Western University 1986 — 1988
MBA, Business Administration
University of Montreal 1982 — 1986
Bachelor of Laws (LLB), Law
Credit Suisse May 1997 - Present
Societe Generale Canada April 1995 - May 1996
Skills
Investment Banking, LBO & Acquisition..., Leveraged Lending, Cross-border..., Syndicated Loan..., Financial Markets, Corporate Finance, Financial Restructuring, Credit Negotiations, Banking Relationships, Financial Transactions
Education
Ivey Business School at Western University 1986 — 1988
MBA, Business Administration
University of Montreal 1982 — 1986
Bachelor of Laws (LLB), Law
Alex Wong's Credit Suisse Experience June 2012 - August 2012
Job Investment Analyst at Marcato Capital Management
Industry Financial Services
Experience
Marcato Capital Management August 2014 - Present
Goldman Sachs July 2012 - July 2014
Credit Suisse June 2012 - August 2012
Education
Richard Ivey School of Business 2010 — 2012
HBA
Marcato Capital Management August 2014 - Present
Goldman Sachs July 2012 - July 2014
Credit Suisse June 2012 - August 2012
Education
Richard Ivey School of Business 2010 — 2012
HBA
Enzo D'Angelo Enzo D'Angelo's Credit Suisse Experience 2000 - 2003
Job Managing Partner at Tyree & D'Angelo Partners
Industry Venture Capital & Private Equity
Experience
Tyree & D'Angelo Partners 2013 - Present
Norwest Equity Partners 2008 - 2013
Wind Point Partners 2005 - 2007
American Securities 2003 - 2005
Credit Suisse 2000 - 2003
Education
Kellogg School of Management 2007 — 2009
MBA
Chartered Financial Analyst (CFA)
Chartered Financial Analyst (CFA)
Richard Ivey School of Business 1996 — 2000
Honors, Business
Tyree & D'Angelo Partners 2013 - Present
Norwest Equity Partners 2008 - 2013
Wind Point Partners 2005 - 2007
American Securities 2003 - 2005
Credit Suisse 2000 - 2003
Education
Kellogg School of Management 2007 — 2009
MBA
Chartered Financial Analyst (CFA)
Chartered Financial Analyst (CFA)
Richard Ivey School of Business 1996 — 2000
Honors, Business
Fred Dietrich Fred Dietrich's Credit Suisse Experience September 2008 - April 2009
Job Senior Business Analyst
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Credit Suisse September 2008 - April 2009
Morgan Stanley January 2008 - March 2008
Morgan Stanley August 2007 - January 2008
Societe Generale January 2005 - August 2007
Morgan Stanley July 2004 - January 2005
Bankers Trust 1991 - 1998
Deutsche Bank/Bankers Trust 1987 - 1995
Skills
SDLC, Business Analysis, Risk Management, Fixed Income, Integration, Equities, Investment Banking, Financial Risk, Back Office, Process Improvement, Analysis, Trading
Education
Iona College 1973 — 1977
BBA, Banking, Finance and Accounting
Morgan Stanley June 2009 - Present
Credit Suisse September 2008 - April 2009
Morgan Stanley January 2008 - March 2008
Morgan Stanley August 2007 - January 2008
Societe Generale January 2005 - August 2007
Morgan Stanley July 2004 - January 2005
Bankers Trust 1991 - 1998
Deutsche Bank/Bankers Trust 1987 - 1995
Skills
SDLC, Business Analysis, Risk Management, Fixed Income, Integration, Equities, Investment Banking, Financial Risk, Back Office, Process Improvement, Analysis, Trading
Education
Iona College 1973 — 1977
BBA, Banking, Finance and Accounting
Albert Accatino - MBA, PMP Albert Accatino - MBA, PMP's Credit Suisse Experience 2012 - 2013
Job Software Project Management || Available for New Opportunities
Industry Financial Services
Experience
Starwood Hotels & Resorts Worldwide, Inc. 2014 - 2014
Cablevision 2013 - 2014
JPMorgan Chase & Co. 2013 - 2013
Credit Suisse 2012 - 2013
Bank of America Merrill Lynch 2010 - 2012
Accenture 2010 - 2010
CA Technologies 2007 - 2009
Bank of America 2005 - 2007
Pitney Bowes 2001 - 2004
Blue Martini Software 1999 - 2001
Education
Iona College
Bachelor’s Degree, Marketing
Iona College
Master’s Degree, Management Information Systems
Starwood Hotels & Resorts Worldwide, Inc. 2014 - 2014
Cablevision 2013 - 2014
JPMorgan Chase & Co. 2013 - 2013
Credit Suisse 2012 - 2013
Bank of America Merrill Lynch 2010 - 2012
Accenture 2010 - 2010
CA Technologies 2007 - 2009
Bank of America 2005 - 2007
Pitney Bowes 2001 - 2004
Blue Martini Software 1999 - 2001
Education
Iona College
Bachelor’s Degree, Marketing
Iona College
Master’s Degree, Management Information Systems
Brian Huen Brian Huen's Credit Suisse Experience January 1999 - March 2002
Job VP, Investments & Head of Trading at Harbour Advisors
Industry Investment Management
Experience
CI Investments Inc. – Canada’s Investment Company January 2015 - Present
Red Sky Capital Management Ltd. February 2011 - December 2014
CIBC September 2009 - February 2011
UBS January 2005 - September 2009
TD Capital - Canadian Private Equity Partners Fund April 2003 - January 2005
Credit Suisse January 1999 - March 2002
Skills
Investment Banking, Hedge Funds, Alternative Investments, Mutual Funds, Equities, Credit, Capital Markets, Investments, Asset Management, Portfolio Management, Management, Fundamental Analysis, Strategic Financial..., Investment Strategies, Equity Research, Valuation
Education
The University of Western Ontario - Richard Ivey School of Business 2002 — 2003
MBA, Business & Finance
The University of Western Ontario - Richard Ivey School of Business 1994 — 1998
HBA, Business & Finance
CI Investments Inc. – Canada’s Investment Company January 2015 - Present
Red Sky Capital Management Ltd. February 2011 - December 2014
CIBC September 2009 - February 2011
UBS January 2005 - September 2009
TD Capital - Canadian Private Equity Partners Fund April 2003 - January 2005
Credit Suisse January 1999 - March 2002
Skills
Investment Banking, Hedge Funds, Alternative Investments, Mutual Funds, Equities, Credit, Capital Markets, Investments, Asset Management, Portfolio Management, Management, Fundamental Analysis, Strategic Financial..., Investment Strategies, Equity Research, Valuation
Education
The University of Western Ontario - Richard Ivey School of Business 2002 — 2003
MBA, Business & Finance
The University of Western Ontario - Richard Ivey School of Business 1994 — 1998
HBA, Business & Finance
Carolina Meo Carolina Meo's Credit Suisse Experience November 2010 - December 2011
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch October 2012 - Present
Morgan Stanley January 2012 - September 2012
Credit Suisse November 2010 - December 2011
First Eagle Investment Management July 2009 - November 2010
Lehman Brothers/Barclays August 2007 - January 2009
Royal Bank of Scotland February 2006 - August 2007
Merrill Lynch July 2000 - February 2006
Merrill Lynch July 2000 - April 2004
Skills
Event Planning, Excel, PowerPoint, Budgets, Customer Service, Due Diligence, Equities, Event Management, Finance, Financial Services, Forecasting, Hedge Funds, Human Resources, Interviews, Investments, Management, Microsoft Excel, Marketing, Microsoft Office, Office Management, Onboarding, Outlook, Project Management, Research, Sales, Time Management, Administrative...
Education
Iona College
Bachelor of Business Administration, Marketing
New York University - Leonard N. Stern School of Business
Master's degree, Enterprise Risk Managenent
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch October 2012 - Present
Morgan Stanley January 2012 - September 2012
Credit Suisse November 2010 - December 2011
First Eagle Investment Management July 2009 - November 2010
Lehman Brothers/Barclays August 2007 - January 2009
Royal Bank of Scotland February 2006 - August 2007
Merrill Lynch July 2000 - February 2006
Merrill Lynch July 2000 - April 2004
Skills
Event Planning, Excel, PowerPoint, Budgets, Customer Service, Due Diligence, Equities, Event Management, Finance, Financial Services, Forecasting, Hedge Funds, Human Resources, Interviews, Investments, Management, Microsoft Excel, Marketing, Microsoft Office, Office Management, Onboarding, Outlook, Project Management, Research, Sales, Time Management, Administrative...
Education
Iona College
Bachelor of Business Administration, Marketing
New York University - Leonard N. Stern School of Business
Master's degree, Enterprise Risk Managenent
Andrew Lenjosek's Credit Suisse Experience June 2010 - September 2010
Job Entrepreneur
Industry Health, Wellness and Fitness
Experience
Thorne Research Canada January 2015 - Present
U Weight Loss Clinics August 2014 - Present
Pure Health Clinics June 2012 - Present
Moelis & Company July 2011 - June 2012
Credit Suisse June 2010 - September 2010
PepsiCo May 2009 - August 2009
RBC Dominion Securities May 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Restructuring, Capital Markets, Financial Analysis, Entrepreneurship, Start-ups, Due Diligence, Investments, Mergers & Acquisitions, Competitive Analysis, Finance, Leveraged Finance, Strategy, Private Equity, Venture Capital
Education
The University of Western Ontario - Richard Ivey School of Business
Bachelor of Arts, Honors Business Administration
University of Toronto - Rotman School of Management
Bachelor of Commerce, Economics Major
Thorne Research Canada January 2015 - Present
U Weight Loss Clinics August 2014 - Present
Pure Health Clinics June 2012 - Present
Moelis & Company July 2011 - June 2012
Credit Suisse June 2010 - September 2010
PepsiCo May 2009 - August 2009
RBC Dominion Securities May 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Restructuring, Capital Markets, Financial Analysis, Entrepreneurship, Start-ups, Due Diligence, Investments, Mergers & Acquisitions, Competitive Analysis, Finance, Leveraged Finance, Strategy, Private Equity, Venture Capital
Education
The University of Western Ontario - Richard Ivey School of Business
Bachelor of Arts, Honors Business Administration
University of Toronto - Rotman School of Management
Bachelor of Commerce, Economics Major
Frank Loffreno's Credit Suisse Experience June 2014 - Present
Job Prime Brokerage at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2014 - Present
The Law Offices of Michael J. Motelson January 2014 - June 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Lincoln Financial Group January 2013 - May 2013
Pershing, a BNY Mellon company June 2012 - August 2012
Richmond County District Attorneys Office June 2011 - August 2012
Skills
Finance, Financial Services, Investment Banking, Prime Brokerage, Equity Swaps, User Acceptance Testing, Financial Analysis, Financial Reporting, Operational Analysis, Due Diligence, Reconciliation, Valuation, Customer Service, PrimeSwap, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Financial Planning
Education
Iona College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance major, Economics minor, GPA 3.5 Major GPA 3.9
Credit Suisse June 2014 - Present
The Law Offices of Michael J. Motelson January 2014 - June 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Lincoln Financial Group January 2013 - May 2013
Pershing, a BNY Mellon company June 2012 - August 2012
Richmond County District Attorneys Office June 2011 - August 2012
Skills
Finance, Financial Services, Investment Banking, Prime Brokerage, Equity Swaps, User Acceptance Testing, Financial Analysis, Financial Reporting, Operational Analysis, Due Diligence, Reconciliation, Valuation, Customer Service, PrimeSwap, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Financial Planning
Education
Iona College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance major, Economics minor, GPA 3.5 Major GPA 3.9
Sean Guerin's Credit Suisse Experience November 2006 - June 2008
Job Seasoned Strategic Sourcing Executive
Industry Financial Services
Experience
Citi February 2011 - Present
Barclays Capital August 2010 - February 2011
AIG July 2008 - August 2010
Credit Suisse November 2006 - June 2008
Citigroup April 2003 - October 2006
Citigroup, New York, NY 1998 - April 2003
Skills
Vendor Management, Outsourcing, Capacity Planning, Project Management, Information Security, Network Design, Governance, Strategic Sourcing, Outsourcing Management, Offshoring, Relationship Management, PMO, Financial Services, Project Portfolio..., Risk Management, SDLC, Portfolio Management, Resource Management, Operational Risk..., Investment Banking, Analysis, IT Service Management, Business Analysis, Management, Process Improvement, Senior Stakeholder..., Sourcing, Stakeholder Management
Education
Long Island University 1994 — 1996
MBA, Business Management
Iona College 1980 — 1985
BA, Marketing
Citi February 2011 - Present
Barclays Capital August 2010 - February 2011
AIG July 2008 - August 2010
Credit Suisse November 2006 - June 2008
Citigroup April 2003 - October 2006
Citigroup, New York, NY 1998 - April 2003
Skills
Vendor Management, Outsourcing, Capacity Planning, Project Management, Information Security, Network Design, Governance, Strategic Sourcing, Outsourcing Management, Offshoring, Relationship Management, PMO, Financial Services, Project Portfolio..., Risk Management, SDLC, Portfolio Management, Resource Management, Operational Risk..., Investment Banking, Analysis, IT Service Management, Business Analysis, Management, Process Improvement, Senior Stakeholder..., Sourcing, Stakeholder Management
Education
Long Island University 1994 — 1996
MBA, Business Management
Iona College 1980 — 1985
BA, Marketing
Amanda Hernandez's Credit Suisse Experience November 2011 - March 2013
Job Consultant at Accenture
Industry Human Resources
Experience
Accenture April 2013 - Present
Credit Suisse November 2011 - March 2013
The Nielsen Company May 2005 - October 2011
Edison Schools December 2003 - May 2005
Tompkins County Government January 2003 - May 2003
Skills
Human Resources, Temporary Staffing, Applicant Tracking..., Taleo, Temporary Placement, Onboarding, Training, HRIS, Talent Management, SAP, Change Management, Management, Recruiting, System Administration
Education
Ithaca College 1999 — 2003
Bachelor, Business Administration
Preston HS 1995 — 1999
Accenture April 2013 - Present
Credit Suisse November 2011 - March 2013
The Nielsen Company May 2005 - October 2011
Edison Schools December 2003 - May 2005
Tompkins County Government January 2003 - May 2003
Skills
Human Resources, Temporary Staffing, Applicant Tracking..., Taleo, Temporary Placement, Onboarding, Training, HRIS, Talent Management, SAP, Change Management, Management, Recruiting, System Administration
Education
Ithaca College 1999 — 2003
Bachelor, Business Administration
Preston HS 1995 — 1999
Joel Nachman's Credit Suisse Experience 2008 - April 2010
Job Senior Advisor at Eleven Canterbury, LLC
Industry Financial Services
Experience
Eleven Canterbury, LLC May 2011 - Present
Morgan Stanley May 2012 - February 2014
Joel Nachman February 2011 - April 2012
Bridgewater Associates April 2010 - February 2011
Credit Suisse 2008 - April 2010
Joel Nachman January 2008 - June 2008
UBS Service Center (India) 2005 - 2007
UBS 1995 - 2007
UBS Investment Bank 1995 - 2007
swiss bank 1995 - 1999
Skills
Investment Banking, Market Data, Equities, IT Strategy, Vendor Management, Capital Markets, Fixed Income, Hedge Funds, Risk Management, Derivatives, Program Management, IT Management, Electronic Trading, Business Analysis, Infrastructure, Change Management, Financial Services, FX Options, Strategy, Trading Systems, Data Center, Back Office, Information Technology, SDLC, Business Continuity, Stakeholder Management, Middle Office, Management, Leadership, Governance, Outsourcing, Financial Risk, Financial Markets, Enterprise Architecture, Portfolio Management, Options, Sybase, PMO, Start-ups, Equity Derivatives, Prime Brokerage, Equity Trading, Credit Derivatives, Emerging Markets, Alternative Investments, Foreign Exchange
Education
Ithaca College 1964 — 1968
Bachelor of Science (BS), Accounting and Computer Science
Eleven Canterbury, LLC May 2011 - Present
Morgan Stanley May 2012 - February 2014
Joel Nachman February 2011 - April 2012
Bridgewater Associates April 2010 - February 2011
Credit Suisse 2008 - April 2010
Joel Nachman January 2008 - June 2008
UBS Service Center (India) 2005 - 2007
UBS 1995 - 2007
UBS Investment Bank 1995 - 2007
swiss bank 1995 - 1999
Skills
Investment Banking, Market Data, Equities, IT Strategy, Vendor Management, Capital Markets, Fixed Income, Hedge Funds, Risk Management, Derivatives, Program Management, IT Management, Electronic Trading, Business Analysis, Infrastructure, Change Management, Financial Services, FX Options, Strategy, Trading Systems, Data Center, Back Office, Information Technology, SDLC, Business Continuity, Stakeholder Management, Middle Office, Management, Leadership, Governance, Outsourcing, Financial Risk, Financial Markets, Enterprise Architecture, Portfolio Management, Options, Sybase, PMO, Start-ups, Equity Derivatives, Prime Brokerage, Equity Trading, Credit Derivatives, Emerging Markets, Alternative Investments, Foreign Exchange
Education
Ithaca College 1964 — 1968
Bachelor of Science (BS), Accounting and Computer Science
Karen Kluge's Credit Suisse Experience February 1985 - January 1998
Job Manager of IT Training for Morgan Stanley Investment Banking Division in New York
Industry Professional Training & Coaching
Experience
Morgan Stanley June 2000 - Present
Credit Suisse February 1985 - January 1998
Warner Communications, Inc. October 1981 - January 1985
Skills
Trading Systems, Training, Financial Risk, Analysis, Investment Banking, Series 7, Equities, Financial Services, Risk Management, Training Delivery, Asset Managment, Business Analysis, Fixed Income, Equity Research, Capital Markets, Finance, Valuation, Economics, Hedge Funds, Mergers & Acquisitions, Private Equity, Investments, Derivatives, Bloomberg, Financial Modeling, Portfolio Management, Corporate Finance, Asset Management
Education
Isenberg School of Management, UMass Amherst 1979 — 1981
MBA, Finance
State University of New York College at Fredonia 1975 — 1979
BA, Music and Economics
Morgan Stanley June 2000 - Present
Credit Suisse February 1985 - January 1998
Warner Communications, Inc. October 1981 - January 1985
Skills
Trading Systems, Training, Financial Risk, Analysis, Investment Banking, Series 7, Equities, Financial Services, Risk Management, Training Delivery, Asset Managment, Business Analysis, Fixed Income, Equity Research, Capital Markets, Finance, Valuation, Economics, Hedge Funds, Mergers & Acquisitions, Private Equity, Investments, Derivatives, Bloomberg, Financial Modeling, Portfolio Management, Corporate Finance, Asset Management
Education
Isenberg School of Management, UMass Amherst 1979 — 1981
MBA, Finance
State University of New York College at Fredonia 1975 — 1979
BA, Music and Economics
Shawn Malleck's Credit Suisse Experience June 2004 - June 2006
Job Senior Vice President at Stone Canyon Industries
Industry Venture Capital & Private Equity
Experience
Stone Canyon Industries September 2014 - Present
Knowledge Universe July 2006 - August 2015
Credit Suisse June 2004 - June 2006
Education
Ivey Business School at Western University 2000 — 2004
Ivey Business School at Western University
Stone Canyon Industries September 2014 - Present
Knowledge Universe July 2006 - August 2015
Credit Suisse June 2004 - June 2006
Education
Ivey Business School at Western University 2000 — 2004
Ivey Business School at Western University
Raphael (Rafi) Golberstein's Credit Suisse Experience January 2007 - May 2008
Job Executive Director at Ladder Capital Finance LLC
Industry Real Estate
Experience
Ladder Capital Finance LLC October 2010 - Present
Gramercy Capital Corp July 2008 - October 2010
Credit Suisse January 2007 - May 2008
Skills
CMBS, Real Estate Economics, Due Diligence, Structured Finance, Financial Modeling, Asset Managment, Capital Markets, Valuation, Investments, Financial Structuring, Real Estate, Loan Origination, Mezzanine, Financial Analysis, Equities, Real Estate Transactions, Real Estate Development, Commercial Mortgages, Loans
Education
Ithaca College
BS
Ladder Capital Finance LLC October 2010 - Present
Gramercy Capital Corp July 2008 - October 2010
Credit Suisse January 2007 - May 2008
Skills
CMBS, Real Estate Economics, Due Diligence, Structured Finance, Financial Modeling, Asset Managment, Capital Markets, Valuation, Investments, Financial Structuring, Real Estate, Loan Origination, Mezzanine, Financial Analysis, Equities, Real Estate Transactions, Real Estate Development, Commercial Mortgages, Loans
Education
Ithaca College
BS
Mark Schultes's Credit Suisse Experience 1989 - 1994
Job Managing Director at Complete Insurance Advisors, Inc
Industry Insurance
Experience
Complete Insurance Advisors, Inc March 2008 - Present
Geico December 2006 - January 2008
UBS Wealth Management 1994 - 1998
Credit Suisse 1989 - 1994
Skills
Property & Casualty..., Sales, Problem Solving, Customer Service, Term Life Insurance, Fixed Annuities, Life Insurance, Brokers, Committed to Customer..., Insurance, Marketing
Education
Iona College 1994 — 1998
MBA, Finance
Iona College 1987 — 1990
Master's degree, Finance, General
Ramapo College of New Jersey 1980 — 1984
BS, Marketing
Complete Insurance Advisors, Inc March 2008 - Present
Geico December 2006 - January 2008
UBS Wealth Management 1994 - 1998
Credit Suisse 1989 - 1994
Skills
Property & Casualty..., Sales, Problem Solving, Customer Service, Term Life Insurance, Fixed Annuities, Life Insurance, Brokers, Committed to Customer..., Insurance, Marketing
Education
Iona College 1994 — 1998
MBA, Finance
Iona College 1987 — 1990
Master's degree, Finance, General
Ramapo College of New Jersey 1980 — 1984
BS, Marketing
Chris Reekie's Credit Suisse Experience July 2005 - June 2007
Job Vice President at Brentwood Associates
Industry Investment Management
Experience
Brentwood Associates July 2009 - Present
Brentwood Associates July 2007 - June 2009
Credit Suisse July 2005 - June 2007
Ontario Teachers' Pension Plan May 2004 - August 2004
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Capital Markets
Education
The University of Western Ontario - Richard Ivey School of Business 2001 — 2005
Bachelor's degree, Honors Business Administration
Brentwood Associates July 2009 - Present
Brentwood Associates July 2007 - June 2009
Credit Suisse July 2005 - June 2007
Ontario Teachers' Pension Plan May 2004 - August 2004
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Capital Markets
Education
The University of Western Ontario - Richard Ivey School of Business 2001 — 2005
Bachelor's degree, Honors Business Administration
Mark Zima's Credit Suisse Experience October 2006 - Present
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 2006 - Present
Lehman Brothers September 2005 - September 2006
Morgan Stanley May 1998 - October 2005
Education
Iona College 1987 — 1990
Master of Business Administration (MBA), Business/Managerial Economics
Credit Suisse October 2006 - Present
Lehman Brothers September 2005 - September 2006
Morgan Stanley May 1998 - October 2005
Education
Iona College 1987 — 1990
Master of Business Administration (MBA), Business/Managerial Economics
Jon Brenzel's Credit Suisse Experience January 2012 - June 2013
Job Experienced finance professional
Industry Banking
Experience
Credit Suisse January 2012 - June 2013
Credit Suisse January 2009 - December 2011
Credit Suisse July 2005 - December 2008
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, Equities, Private Equity, Fixed Income, Bloomberg, LBO, Portfolio Management, Equity Research, Asset Management, Equity Valuation, Emerging Markets, Financial Analysis
Education
Ivey Business School at Western University 2000 — 2005
Bachelor’s Degree, Accounting and Finance
The University of Western Ontario 2000 — 2005
Bachelor of Engineering (B.Eng.), Electrical Engineering
Credit Suisse January 2012 - June 2013
Credit Suisse January 2009 - December 2011
Credit Suisse July 2005 - December 2008
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, Equities, Private Equity, Fixed Income, Bloomberg, LBO, Portfolio Management, Equity Research, Asset Management, Equity Valuation, Emerging Markets, Financial Analysis
Education
Ivey Business School at Western University 2000 — 2005
Bachelor’s Degree, Accounting and Finance
The University of Western Ontario 2000 — 2005
Bachelor of Engineering (B.Eng.), Electrical Engineering
Erik Gerken's Credit Suisse Experience September 2008 - Present
Job Director; Commodities Product Control for the Americas at Credit Suisse
Industry Banking
Experience
Credit Suisse September 2008 - Present
Bank of America October 2004 - September 2008
XL Weather & Energy ltd January 2003 - October 2004
Sithe Energies October 1999 - December 2002
JP Morgan Chase August 1997 - October 1999
Citibank June 1994 - June 1996
Skills
Commodities, Middle Office, Product Control, Openlink, Murex, Capital Markets, Back Office, Commodity, Credit, Credit Derivatives, Derivatives, Financial Risk, Investment Banking, Market Risk, Options, Settlement, Structured Products, Swaps, Trading Systems, Trading, Treasury
Education
Iona College 1990 — 1994
BA Finance
Credit Suisse September 2008 - Present
Bank of America October 2004 - September 2008
XL Weather & Energy ltd January 2003 - October 2004
Sithe Energies October 1999 - December 2002
JP Morgan Chase August 1997 - October 1999
Citibank June 1994 - June 1996
Skills
Commodities, Middle Office, Product Control, Openlink, Murex, Capital Markets, Back Office, Commodity, Credit, Credit Derivatives, Derivatives, Financial Risk, Investment Banking, Market Risk, Options, Settlement, Structured Products, Swaps, Trading Systems, Trading, Treasury
Education
Iona College 1990 — 1994
BA Finance
Michael Niedzwiecki's Credit Suisse Experience 1985 - 1988
Job Bursar within the Student Financial Services Group at Monroe College, New Rochelle, NY
Industry Higher Education
Experience
Monroe College July 2009 - Present
Bank of America May 2003 - July 2009
CFG Capital LLC January 2000 - May 2003
SEI Investments 1996 - 1999
Citicorp 1988 - 1995
Credit Suisse 1985 - 1988
Skills
Finance, Banking, Portfolio Management, Mergers & Acquisitions, CRM, Leadership, Investments, Management, Start-ups, Financial Services, Credit, Process Improvement, Cross-functional Team..., Capital Markets, Marketing, New Business Development, Cash Management, Program Management, Sales, Accounting
Education
Iona College 1970 — 1975
BBA/MBA, Finance and Economics
Monroe College July 2009 - Present
Bank of America May 2003 - July 2009
CFG Capital LLC January 2000 - May 2003
SEI Investments 1996 - 1999
Citicorp 1988 - 1995
Credit Suisse 1985 - 1988
Skills
Finance, Banking, Portfolio Management, Mergers & Acquisitions, CRM, Leadership, Investments, Management, Start-ups, Financial Services, Credit, Process Improvement, Cross-functional Team..., Capital Markets, Marketing, New Business Development, Cash Management, Program Management, Sales, Accounting
Education
Iona College 1970 — 1975
BBA/MBA, Finance and Economics
Joseph Vicich's Credit Suisse Experience August 2008 - February 2009
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2009 - Present
Credit Suisse August 2008 - February 2009
Swiss American Securities (Member of Credit Suisse Group), New York, NY April 2000 - July 2008
Credit Suisse, Zurich, Switzerland January 2007 - June 2008
Skills
Financial Markets, Finance, ETFs, Trading, Capital Markets, Derivatives, Equities, Electronic Trading, Sales, Hedge Funds, Options, Equity Derivatives, Electronic Trading..., Trading Systems, Bloomberg, Fixed Income, Trading System, Series 7, Alternative Investments, Securities, Traders, Commodity, FINRA
Education
Ithaca College 1991 — 1995
Bachelor of Science, Finance
J.P. Morgan June 2009 - Present
Credit Suisse August 2008 - February 2009
Swiss American Securities (Member of Credit Suisse Group), New York, NY April 2000 - July 2008
Credit Suisse, Zurich, Switzerland January 2007 - June 2008
Skills
Financial Markets, Finance, ETFs, Trading, Capital Markets, Derivatives, Equities, Electronic Trading, Sales, Hedge Funds, Options, Equity Derivatives, Electronic Trading..., Trading Systems, Bloomberg, Fixed Income, Trading System, Series 7, Alternative Investments, Securities, Traders, Commodity, FINRA
Education
Ithaca College 1991 — 1995
Bachelor of Science, Finance
Josh Borys's Credit Suisse Experience June 2008 - August 2008
Job Senior Associate Principal Credit Investments at CPP Investment Board
Industry Investment Management
Experience
CPP Investment Board April 2012 - Present
CPP Investment Board April 2011 - April 2012
CPP Investment Board August 2009 - March 2011
Credit Suisse June 2008 - August 2008
Education
The University of Western Ontario - Richard Ivey School of Business 2005 — 2009
HBA
Martingrove Collegiate Institute
CPP Investment Board April 2012 - Present
CPP Investment Board April 2011 - April 2012
CPP Investment Board August 2009 - March 2011
Credit Suisse June 2008 - August 2008
Education
The University of Western Ontario - Richard Ivey School of Business 2005 — 2009
HBA
Martingrove Collegiate Institute
Erwin Shilling's Credit Suisse Experience January 2010 - November 2010
Job MBA, CPA, Series 3, 7, 24 & 63
Industry Financial Services
Experience
Goldman Sachs April 2011 - Present
Credit Suisse January 2010 - November 2010
Credit Suisse January 2005 - December 2009
Credit Suisse January 1997 - December 2004
KPMG June 1989 - December 1996
Skills
Equities, Risk Management, Business Intelligence, Capital Markets, Financial Analysis, Derivatives, Investment Banking, Strategy, Leadership, Electronic Trading, Securities, Asset Management, Trading, Trading Systems, Financial Risk, Finance, Equity Derivatives, Alternative Investments, Due Diligence, Hedge Funds, Equity Trading, Financial Services, Bloomberg, Financial Modeling, Private Equity
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance and Information Systems; Co-Major in International Business
Ithaca College 1985 — 1989
BS, Accounting and Economics
Goldman Sachs April 2011 - Present
Credit Suisse January 2010 - November 2010
Credit Suisse January 2005 - December 2009
Credit Suisse January 1997 - December 2004
KPMG June 1989 - December 1996
Skills
Equities, Risk Management, Business Intelligence, Capital Markets, Financial Analysis, Derivatives, Investment Banking, Strategy, Leadership, Electronic Trading, Securities, Asset Management, Trading, Trading Systems, Financial Risk, Finance, Equity Derivatives, Alternative Investments, Due Diligence, Hedge Funds, Equity Trading, Financial Services, Bloomberg, Financial Modeling, Private Equity
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance and Information Systems; Co-Major in International Business
Ithaca College 1985 — 1989
BS, Accounting and Economics
Steven Mattus, CFA's Credit Suisse Experience July 1993 - Present
Job Private Banking Product Manager at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 1993 - Present
Jefferies 2006 - 2008
Donaldson, Lufkin & Jenrette 1993 - 2000
Education
Iona College 1992 — 1994
Master of Business Administration (M.B.A.), Finance
State University of New York College at Geneseo 1988 — 1992
Bachelor's Degree, Economics
Shenendehowa 1984 — 1988
High School
Credit Suisse July 1993 - Present
Jefferies 2006 - 2008
Donaldson, Lufkin & Jenrette 1993 - 2000
Education
Iona College 1992 — 1994
Master of Business Administration (M.B.A.), Finance
State University of New York College at Geneseo 1988 — 1992
Bachelor's Degree, Economics
Shenendehowa 1984 — 1988
High School
Andrea Stack's Credit Suisse Experience July 2012 - Present
Job Assistant Vice President, Business Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2012 - Present
Morgan Stanley December 2010 - July 2012
Morgan Stanley March 2004 - December 2010
Morgan Stanley August 2000 - March 2004
Skills
Alternative Investments, Fixed Income, Equities, Hedge Funds, Bloomberg, Investments, Securities, Asset Allocation, Capital Markets, Asset Managment, Derivatives Trading, Institutional Sales, Equity Research, Portfolio Management, Private Banking, Asset Management
Education
Ithaca College
B.S., Finance
Concord-Carlisle High School
Credit Suisse July 2012 - Present
Morgan Stanley December 2010 - July 2012
Morgan Stanley March 2004 - December 2010
Morgan Stanley August 2000 - March 2004
Skills
Alternative Investments, Fixed Income, Equities, Hedge Funds, Bloomberg, Investments, Securities, Asset Allocation, Capital Markets, Asset Managment, Derivatives Trading, Institutional Sales, Equity Research, Portfolio Management, Private Banking, Asset Management
Education
Ithaca College
B.S., Finance
Concord-Carlisle High School
Richard Kim's Credit Suisse Experience March 2003 - Present
Job Managing Director, Institutional Equity Trading, Credit Suisse Securities Canada
Industry Capital Markets
Experience
Credit Suisse March 2003 - Present
Skills
Equities, Capital Markets, Investment Banking, Bloomberg, Electronic Trading, Trading, Equity Trading, Financial Markets, Equity Research, Equity Valuation, Proprietary Trading, Trading Strategies, Equity Capital Markets, Market Risk
Education
Ivey Business School at Western University 1991 — 1996
BA, HBA
Credit Suisse March 2003 - Present
Skills
Equities, Capital Markets, Investment Banking, Bloomberg, Electronic Trading, Trading, Equity Trading, Financial Markets, Equity Research, Equity Valuation, Proprietary Trading, Trading Strategies, Equity Capital Markets, Market Risk
Education
Ivey Business School at Western University 1991 — 1996
BA, HBA
Marc Wittenberg's Credit Suisse Experience March 2001 - October 2004
Job Agile Coach / Scrum Master at Wells Fargo Capital Finance
Industry Information Technology and Services
Experience
Wells Fargo Capital Finance June 2015 - Present
Platts July 2013 - January 2015
Standard & Poor's 2008 - July 2013
Lehman Brothers October 2004 - November 2008
Credit Suisse March 2001 - October 2004
Skills
SDLC, Vendor Management, Business Analysis, Project Management, Agile Methodologies, Agile Project Management, Offshoring, Resource Management, Scrum, Project Portfolio..., Requirements Gathering, Outsourcing, PMO, Business Requirements, Software Project..., Visio, Risk Management, Information Technology, IT Strategy, User Acceptance Testing, Project Delivery, PMP, Requirements Analysis, Business Intelligence, Business Process, Business Process..., Enterprise Architecture, Financial Services, Fixed Income
Education
Iona College 1997 — 2000
BA, Business, Finance
Wells Fargo Capital Finance June 2015 - Present
Platts July 2013 - January 2015
Standard & Poor's 2008 - July 2013
Lehman Brothers October 2004 - November 2008
Credit Suisse March 2001 - October 2004
Skills
SDLC, Vendor Management, Business Analysis, Project Management, Agile Methodologies, Agile Project Management, Offshoring, Resource Management, Scrum, Project Portfolio..., Requirements Gathering, Outsourcing, PMO, Business Requirements, Software Project..., Visio, Risk Management, Information Technology, IT Strategy, User Acceptance Testing, Project Delivery, PMP, Requirements Analysis, Business Intelligence, Business Process, Business Process..., Enterprise Architecture, Financial Services, Fixed Income
Education
Iona College 1997 — 2000
BA, Business, Finance
Jared Toren's Credit Suisse Experience 2010 - 2011
Job Founder and CEO at Proper Wealth Management
Industry Investment Management
Experience
Proper Wealth Management April 2015 - Present
Big Brothers Big Sisters of Central Texas November 2014 - Present
Spout Software, Inc January 2014 - Present
UBS October 2011 - March 2015
Credit Suisse 2010 - 2011
Morgan Stanley Wealth Management February 2010 - October 2010
Eagle Rock Capital, LLC 2007 - May 2009
Echotrade April 2005 - February 2007
Congress Financial June 2003 - March 2005
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
BA, Finance, Economics
Proper Wealth Management April 2015 - Present
Big Brothers Big Sisters of Central Texas November 2014 - Present
Spout Software, Inc January 2014 - Present
UBS October 2011 - March 2015
Credit Suisse 2010 - 2011
Morgan Stanley Wealth Management February 2010 - October 2010
Eagle Rock Capital, LLC 2007 - May 2009
Echotrade April 2005 - February 2007
Congress Financial June 2003 - March 2005
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
BA, Finance, Economics
Biagio Bonanno's Credit Suisse Experience June 2006 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2006 - Present
Goldman Sachs 2001 - 2006
JP Morgan Chase 1999 - 2001
Morgan Stanley 1997 - 1999
Education
Iona College 1989 — 1993
BBA, Finance/Accounting
Credit Suisse June 2006 - Present
Goldman Sachs 2001 - 2006
JP Morgan Chase 1999 - 2001
Morgan Stanley 1997 - 1999
Education
Iona College 1989 — 1993
BBA, Finance/Accounting
Terence Sharkey's Credit Suisse Experience June 2004 - October 2009
Job Senior Business Analyst at Charles River Development
Industry Investment Banking
Experience
Charles River Development May 2013 - Present
Charles River Development January 2012 - May 2013
Charles River Development October 2009 - December 2011
Credit Suisse June 2004 - October 2009
Fleet Bank 2003 - 2004
State Street 1999 - 2003
Skills
Fixed Income, Asset Management, Trading, Hedge Funds, Equities, Derivatives, Credit Derivatives, Equity Derivatives, Interest Rate..., Exotic Derivatives, FX Options, FX, Options, Futures, Interest Rate Swaps, Swaps, Equity Swaps, Trading Systems, Middle Office, Bloomberg, Investments, Market Data, Electronic Trading, Back Office, Financial Markets, Business Analysis, Mutual Funds
Education
Suffolk University - Sawyer Business School 2002 — 2004
MBA, International Business
Isenberg School of Management, UMass Amherst 1994 — 1999
BSBA, Management
Charles River Development May 2013 - Present
Charles River Development January 2012 - May 2013
Charles River Development October 2009 - December 2011
Credit Suisse June 2004 - October 2009
Fleet Bank 2003 - 2004
State Street 1999 - 2003
Skills
Fixed Income, Asset Management, Trading, Hedge Funds, Equities, Derivatives, Credit Derivatives, Equity Derivatives, Interest Rate..., Exotic Derivatives, FX Options, FX, Options, Futures, Interest Rate Swaps, Swaps, Equity Swaps, Trading Systems, Middle Office, Bloomberg, Investments, Market Data, Electronic Trading, Back Office, Financial Markets, Business Analysis, Mutual Funds
Education
Suffolk University - Sawyer Business School 2002 — 2004
MBA, International Business
Isenberg School of Management, UMass Amherst 1994 — 1999
BSBA, Management
Courtney Morris's Credit Suisse Experience September 2009 - March 2013
Job Invesco
Industry Investment Management
Experience
Invesco Canada April 2013 - Present
Credit Suisse September 2009 - March 2013
KPMG 2004 - 2008
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2009
MBA
Wilfrid Laurier University 2003 — 2004
Accounting
Western University 1999 — 2003
Business
Invesco Canada April 2013 - Present
Credit Suisse September 2009 - March 2013
KPMG 2004 - 2008
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2009
MBA
Wilfrid Laurier University 2003 — 2004
Accounting
Western University 1999 — 2003
Business
Fred Short's Credit Suisse Experience May 2011 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2011 - Present
Morgan Stanley May 1996 - May 2011
Skills
Sybase, Prime Brokerage, Equities, Trading Systems, Java, SDLC, SQL, SOA, Perl, Unix, JavaScript, Web Development, Web Applications, Database Design, Software Project..., Enterprise Architecture, Hibernate, Java Enterprise Edition, XML, Ext JS, MongoDB, CSS3, HTML 5
Education
Iona College 1991 — 1995
BS, Computer Science
Credit Suisse May 2011 - Present
Morgan Stanley May 1996 - May 2011
Skills
Sybase, Prime Brokerage, Equities, Trading Systems, Java, SDLC, SQL, SOA, Perl, Unix, JavaScript, Web Development, Web Applications, Database Design, Software Project..., Enterprise Architecture, Hibernate, Java Enterprise Edition, XML, Ext JS, MongoDB, CSS3, HTML 5
Education
Iona College 1991 — 1995
BS, Computer Science
Joe Blaney's Credit Suisse Experience July 2001 - August 2006
Job Chief Executive Officer at Broadway Joe
Industry Marketing and Advertising
Experience
Broadway Joe Media February 2010 - Present
Global Sports September 2006 - January 2012
Credit Suisse July 2001 - August 2006
NFL Media May 1997 - June 2001
Skills
Strategic Partnerships, Equities, Sports, Mergers, Marketing, Video, Venture Capital, Integrated Marketing, Digital Media, Mergers & Acquisitions, Options, Alternative Investments, Equity Trading, Entrepreneurship, Online Marketing, New Media, Online Advertising, Sponsorship, Digital Marketing, Emerging Markets, Sales, E-commerce, Mobile Marketing, Start-ups, Social Media Marketing, Email Marketing, Digital Strategy, Strategy, Brand Development, Lead Generation, Media Buying, Mobile Devices, Content Strategy, Advertising Sales, Advertising, Direct Marketing, Relationship Marketing, Interactive Marketing, Marketing Strategy, Media Planning, Sponsorship Sales, Content Development, Salesforce.com, Electronic Trading, Web Video, Sports Marketing, P&L Management, Client Services, Hedging
Education
Iona College
BA
Broadway Joe Media February 2010 - Present
Global Sports September 2006 - January 2012
Credit Suisse July 2001 - August 2006
NFL Media May 1997 - June 2001
Skills
Strategic Partnerships, Equities, Sports, Mergers, Marketing, Video, Venture Capital, Integrated Marketing, Digital Media, Mergers & Acquisitions, Options, Alternative Investments, Equity Trading, Entrepreneurship, Online Marketing, New Media, Online Advertising, Sponsorship, Digital Marketing, Emerging Markets, Sales, E-commerce, Mobile Marketing, Start-ups, Social Media Marketing, Email Marketing, Digital Strategy, Strategy, Brand Development, Lead Generation, Media Buying, Mobile Devices, Content Strategy, Advertising Sales, Advertising, Direct Marketing, Relationship Marketing, Interactive Marketing, Marketing Strategy, Media Planning, Sponsorship Sales, Content Development, Salesforce.com, Electronic Trading, Web Video, Sports Marketing, P&L Management, Client Services, Hedging
Education
Iona College
BA
Joseph Razza's Credit Suisse Experience December 2014 - July 2015
Job VP PMO Services at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse December 2014 - July 2015
TTI of USA December 2014 - July 2015
Deutsche Bank May 1997 - February 2014
Smith Barney May 1994 - May 1997
NYSE Euronext September 1988 - May 1994
Skills
Windows Server, Citrix, Infrastructure, Solution Architecture, Program Management, System Administration, Vendor Management, IT Strategy, Disaster Recovery, Project Management, Virtualization, Data Center, Product Management, ITIL, VMware ESX, Management, IT Management, IT Service Management, Databases, Firewalls, Windows 7, Terminal Server, Budgets, Team Management, XenApp, SharePoint, Microsoft Office 2007, Budget Management, Process Optimization, Virtual Desktop..., Application Packaging, Windows, Business Continuity, Enterprise Software, XenDesktop, Application..., IT Operations, Enterprise Architecture, System Deployment, CA Clarity
Education
Iona College 1990 — 1994
Master of Business Administration (M.B.A.), Management Information Systems
Iona College 1984 — 1988
Bachelor's Degree, Computer Science
Credit Suisse December 2014 - July 2015
TTI of USA December 2014 - July 2015
Deutsche Bank May 1997 - February 2014
Smith Barney May 1994 - May 1997
NYSE Euronext September 1988 - May 1994
Skills
Windows Server, Citrix, Infrastructure, Solution Architecture, Program Management, System Administration, Vendor Management, IT Strategy, Disaster Recovery, Project Management, Virtualization, Data Center, Product Management, ITIL, VMware ESX, Management, IT Management, IT Service Management, Databases, Firewalls, Windows 7, Terminal Server, Budgets, Team Management, XenApp, SharePoint, Microsoft Office 2007, Budget Management, Process Optimization, Virtual Desktop..., Application Packaging, Windows, Business Continuity, Enterprise Software, XenDesktop, Application..., IT Operations, Enterprise Architecture, System Deployment, CA Clarity
Education
Iona College 1990 — 1994
Master of Business Administration (M.B.A.), Management Information Systems
Iona College 1984 — 1988
Bachelor's Degree, Computer Science
Joe Cattano's Credit Suisse Experience October 2005 - Present
Job Director, Commodities Operations at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 2005 - Present
Sempra Energy Trading April 1991 - October 2005
Skills
Commodities, Natural Gas, Energy, Settlements, Openlink, Endur, Gas Transportation, Gas Storage, Novations, Client Onboarding, Dodd Frank, Energy Operations, Commodity, Commodity Markets, Derivatives, Swaps, Trading, Dodd-Frank, Options, Settlement
Education
Iona College
BBA
Credit Suisse October 2005 - Present
Sempra Energy Trading April 1991 - October 2005
Skills
Commodities, Natural Gas, Energy, Settlements, Openlink, Endur, Gas Transportation, Gas Storage, Novations, Client Onboarding, Dodd Frank, Energy Operations, Commodity, Commodity Markets, Derivatives, Swaps, Trading, Dodd-Frank, Options, Settlement
Education
Iona College
BBA
Ethel Weinberg's Credit Suisse Experience November 1997 - October 2008
Job Editor and Supervisory Analyst
Industry Financial Services
Experience
Santander Investment Securities November 2008 - Present
Credit Suisse November 1997 - October 2008
Dean Witter 1995 - 1997
Skills
Capital Markets, Equities, Investment Banking, Financial Markets, Fixed Income, Equity Research, Investments, Hedge Funds, Bloomberg, Valuation
Education
Ithaca College
BA, English, Philosophy
Santander Investment Securities November 2008 - Present
Credit Suisse November 1997 - October 2008
Dean Witter 1995 - 1997
Skills
Capital Markets, Equities, Investment Banking, Financial Markets, Fixed Income, Equity Research, Investments, Hedge Funds, Bloomberg, Valuation
Education
Ithaca College
BA, English, Philosophy
Clark Wang's Credit Suisse Experience July 2013 - Present
Job Associate, Investment Banking
Industry Investment Banking
Experience
Credit Suisse July 2013 - Present
Credit Suisse July 2010 - June 2013
Desjardins Securities Inc. May 2009 - August 2009
Education
Ivey Business School at Western University 2008 — 2010
Credit Suisse July 2013 - Present
Credit Suisse July 2010 - June 2013
Desjardins Securities Inc. May 2009 - August 2009
Education
Ivey Business School at Western University 2008 — 2010
Sean Femi's Credit Suisse Experience January 2012 - December 2012
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2012 - December 2012
RBC Capital Markets September 2010 - December 2011
TD Securities May 2009 - September 2009
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2010
Honours Business Administration, Finance
Credit Suisse January 2012 - December 2012
RBC Capital Markets September 2010 - December 2011
TD Securities May 2009 - September 2009
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2010
Honours Business Administration, Finance
Greg Cowley's Credit Suisse Experience June 2007 - July 2008
Job Stock Loan Sales
Industry Financial Services
Experience
Pershing LLC February 2011 - Present
Lightspeed Trading July 2009 - October 2010
Westgate Capital Management August 2008 - March 2009
Credit Suisse June 2007 - July 2008
Lehman Brothers August 2005 - May 2007
Morgan Stanley Dean Witter April 1997 - June 2005
Skills
Prime Brokerage, Equities, Hedge Funds, Series 7, Fixed Income, Bloomberg, Alternative Investments, Relationship Management
Education
Iona College 1991 — 1996
BA, Liberal Arts
Pershing LLC February 2011 - Present
Lightspeed Trading July 2009 - October 2010
Westgate Capital Management August 2008 - March 2009
Credit Suisse June 2007 - July 2008
Lehman Brothers August 2005 - May 2007
Morgan Stanley Dean Witter April 1997 - June 2005
Skills
Prime Brokerage, Equities, Hedge Funds, Series 7, Fixed Income, Bloomberg, Alternative Investments, Relationship Management
Education
Iona College 1991 — 1996
BA, Liberal Arts
Rian Murphy's Credit Suisse Experience July 1997 - November 2013
Job Executive Director at JVB Financial Group, LLC
Industry Investment Banking
Experience
JVB Financial Group, LLC April 2015 - Present
Credit Suisse July 1997 - November 2013
Skills
Prime Brokerage, Bloomberg, Hedge Funds, Equities, Series 7, Investments, Securities, Credit Risk, Finance, Funding, Capital Markets, Trading Systems, Middle Office, Structured Products, Bonds, Series 63, Securities Lending
Education
Iona College 1990 — 1994
JVB Financial Group, LLC April 2015 - Present
Credit Suisse July 1997 - November 2013
Skills
Prime Brokerage, Bloomberg, Hedge Funds, Equities, Series 7, Investments, Securities, Credit Risk, Finance, Funding, Capital Markets, Trading Systems, Middle Office, Structured Products, Bonds, Series 63, Securities Lending
Education
Iona College 1990 — 1994
Jeff Rauch's Credit Suisse Experience July 2001 - December 2005
Job Stat Arb & HF MM Quant, Software & Trader
Industry Investment Management
Experience
Private Equity Investor Director, Prop Quant TraderDeutsche BankJune 2012 - March 2014
Credit Suisse July 2001 - December 2005
Prediction Company June 1997 - March 2001
UBS Investment Bank July 1994 - June 1997
Hull Trading December 1990 - June 1994
Continental Illinois Bank February 1989 - December 1990
Intelligent Trading Systems February 1988 - February 1989
Skills
Risk Management, Portfolio Optimization, Market Making, Trading, Statistical Arbitrage, Equities, Trading Systems, Electronic Trading, Market Data, High Performance..., C++, Low Latency, Derivatives, Options, Capital Markets, Quant, Proprietary Trading, Trading Strategies, Risk, Equity Derivatives, Equity Trading, Quantitative Analysis, Technical Analysis, Automated Trading Guru, Trading System, FX Options, Quantitative Investing, High Frequency Trading
Education
Iowa State University 1981 — 1987
B.S., Computer Engineering
Private Equity Investor Director, Prop Quant TraderDeutsche BankJune 2012 - March 2014
Credit Suisse July 2001 - December 2005
Prediction Company June 1997 - March 2001
UBS Investment Bank July 1994 - June 1997
Hull Trading December 1990 - June 1994
Continental Illinois Bank February 1989 - December 1990
Intelligent Trading Systems February 1988 - February 1989
Skills
Risk Management, Portfolio Optimization, Market Making, Trading, Statistical Arbitrage, Equities, Trading Systems, Electronic Trading, Market Data, High Performance..., C++, Low Latency, Derivatives, Options, Capital Markets, Quant, Proprietary Trading, Trading Strategies, Risk, Equity Derivatives, Equity Trading, Quantitative Analysis, Technical Analysis, Automated Trading Guru, Trading System, FX Options, Quantitative Investing, High Frequency Trading
Education
Iowa State University 1981 — 1987
B.S., Computer Engineering
Twomey John's Credit Suisse Experience February 1994 - January 2004
Job Executive Director at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho Securities USA Inc. June 2013 - Present
BB&T Capital Markets 2011 - June 2013
Merriman Curhan Ford & Co. 2005 - October 2010
Credit Suisse February 1994 - January 2004
Education
Iona College
BBA, Finance
Regis High School
Mizuho Securities USA Inc. June 2013 - Present
BB&T Capital Markets 2011 - June 2013
Merriman Curhan Ford & Co. 2005 - October 2010
Credit Suisse February 1994 - January 2004
Education
Iona College
BBA, Finance
Regis High School
Tim Newington CFA's Credit Suisse Experience April 1997 - October 2001
Job President Solnet Capital Management
Industry Financial Services
Experience
Solnet Capital Management January 2010 - Present
Macquarie Group September 2003 - August 2009
Goldman Sachs November 2001 - February 2003
Credit Suisse April 1997 - October 2001
Skills
Capital Markets, Investment Banking, Financial Modeling, Investments, Wealth Management, Equities, Valuation, Asset Management, Hedge Funds, Private Equity, Fixed Income, Corporate Finance, Derivatives, Portfolio Management
Education
Richard Ivey School of Business 1993 — 1995
Master of Business Administration (MBA)
York University 1986 — 1989
Bachelor's degree, Economics
Solnet Capital Management January 2010 - Present
Macquarie Group September 2003 - August 2009
Goldman Sachs November 2001 - February 2003
Credit Suisse April 1997 - October 2001
Skills
Capital Markets, Investment Banking, Financial Modeling, Investments, Wealth Management, Equities, Valuation, Asset Management, Hedge Funds, Private Equity, Fixed Income, Corporate Finance, Derivatives, Portfolio Management
Education
Richard Ivey School of Business 1993 — 1995
Master of Business Administration (MBA)
York University 1986 — 1989
Bachelor's degree, Economics
Biplab Karmakar's Credit Suisse Experience July 2014 - Present
Job Consultant Offline Storage at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse May 2012 - May 2013
JPMorgan Chase October 2011 - April 2012
Deutsche Bank April 2011 - September 2011
JPMorgan Chase April 2010 - March 2011
AT&T December 2008 - March 2010
Merrill Lynch October 2008 - November 2009
Lehman Brothers 2005 - 2007
Wipro Technologies 1999 - 2007
Skills
Unix Shell Scripting, Unix, SDLC, DNS, Red Hat Linux, DB2, Solaris, ITIL, High Availability, Shell Scripting, AIX, Enterprise Architecture, Data Center, Disaster Recovery, Solution Architecture, SAN, Virtualization
Education
Jadavpur University
Bachelor of Science (BS), Electronics & Telecommunication
Credit Suisse July 2014 - Present
Credit Suisse May 2012 - May 2013
JPMorgan Chase October 2011 - April 2012
Deutsche Bank April 2011 - September 2011
JPMorgan Chase April 2010 - March 2011
AT&T December 2008 - March 2010
Merrill Lynch October 2008 - November 2009
Lehman Brothers 2005 - 2007
Wipro Technologies 1999 - 2007
Skills
Unix Shell Scripting, Unix, SDLC, DNS, Red Hat Linux, DB2, Solaris, ITIL, High Availability, Shell Scripting, AIX, Enterprise Architecture, Data Center, Disaster Recovery, Solution Architecture, SAN, Virtualization
Education
Jadavpur University
Bachelor of Science (BS), Electronics & Telecommunication
Cameron Jeffreys, CFA's Credit Suisse Experience 2005 - 2008
Job Vice President, CoPortfolio Manager at Forethought Investment Advisors, LLC
Industry Investment Management
Experience
Forethought Investment Advisors, LLC September 2013 - Present
Forethought Financial Group, Inc. December 2011 - September 2013
Forethought Financial Group November 2009 - 2011
Credit Suisse 2005 - 2008
Credit Suisse 2002 - 2004
Credit Suisse 1998 - 2002
Conseco Capital Management 1996 - 1998
Skills
Portfolio Management, Investments, Financial Modeling, Equity Research
Education
The University of Western Ontario - Richard Ivey School of Business 1992 — 1996
Honours Business Administration, Business Administration
Forethought Investment Advisors, LLC September 2013 - Present
Forethought Financial Group, Inc. December 2011 - September 2013
Forethought Financial Group November 2009 - 2011
Credit Suisse 2005 - 2008
Credit Suisse 2002 - 2004
Credit Suisse 1998 - 2002
Conseco Capital Management 1996 - 1998
Skills
Portfolio Management, Investments, Financial Modeling, Equity Research
Education
The University of Western Ontario - Richard Ivey School of Business 1992 — 1996
Honours Business Administration, Business Administration
Chandra Runkani's Credit Suisse Experience August 2006 - July 2009
Job Systems Engineer at salesforce.com
Industry Internet
Experience
Salesforce February 2013 - Present
eBay October 2009 - Present
Credit Suisse August 2006 - July 2009
HP August 2005 - August 2006
Skills
Solaris, Unix, Shell Scripting, Linux, HP-UX, Storage, Veritas Volume Manager, Hadoop, Perl, Cluster, Veritas Cluster Server, Unix Shell Scripting, Red Hat Linux, Teradata, High Availability, VMware ESX, VMware Infrastructure, VMware vSphere, SALT
Education
International Technological University 2011 — 2012
Master of Business Administration (MBA), Management Information Systems
Jawaharlal Nehru Technological University 2000 — 2004
B-tech, Mechanical Engineering
St Ann's
Salesforce February 2013 - Present
eBay October 2009 - Present
Credit Suisse August 2006 - July 2009
HP August 2005 - August 2006
Skills
Solaris, Unix, Shell Scripting, Linux, HP-UX, Storage, Veritas Volume Manager, Hadoop, Perl, Cluster, Veritas Cluster Server, Unix Shell Scripting, Red Hat Linux, Teradata, High Availability, VMware ESX, VMware Infrastructure, VMware vSphere, SALT
Education
International Technological University 2011 — 2012
Master of Business Administration (MBA), Management Information Systems
Jawaharlal Nehru Technological University 2000 — 2004
B-tech, Mechanical Engineering
St Ann's
Alan Leela's Credit Suisse Experience July 2011 - November 2012
Job Associate at Tricon Capital Group Inc.
Industry Financial Services
Experience
Tricon Capital Group Inc. January 2015 - Present
Tricon Capital Group Inc. November 2012 - December 2014
Credit Suisse July 2011 - November 2012
Credit Suisse June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Private Equity, Microsoft Office, Accounting, Capital Markets, Leveraged Finance, Bloomberg, Real Estate, Real Estate Transactions, Real Estate Financing
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2011
HBA, Finance
Holy Trinity School 2004 — 2007
Tricon Capital Group Inc. January 2015 - Present
Tricon Capital Group Inc. November 2012 - December 2014
Credit Suisse July 2011 - November 2012
Credit Suisse June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Private Equity, Microsoft Office, Accounting, Capital Markets, Leveraged Finance, Bloomberg, Real Estate, Real Estate Transactions, Real Estate Financing
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2011
HBA, Finance
Holy Trinity School 2004 — 2007
Kelly Fish-Kelly's Credit Suisse Experience 2001 - 2006
Job Paraprofessional at NYC Department of Education
Industry Cosmetics
Experience
NYC Department of Education 2012 - Present
Credit Suisse First Boston January 2001 - May 2006
Credit Suisse 2001 - 2006
CIBC World Markets Corporation January 1998 - January 2001
Hiroshima Bank January 1997 - January 1998
Century Business Credit Corporation January 1992 - January 1997
Skills
Equities, Loans, Settlement, Trading, Banking, Credit, Prime Brokerage, Accounting
Education
Iona College 1992 — 1996
International Business, Economics
Iona CollegeNew
International Studies; Economics
NYC Department of Education 2012 - Present
Credit Suisse First Boston January 2001 - May 2006
Credit Suisse 2001 - 2006
CIBC World Markets Corporation January 1998 - January 2001
Hiroshima Bank January 1997 - January 1998
Century Business Credit Corporation January 1992 - January 1997
Skills
Equities, Loans, Settlement, Trading, Banking, Credit, Prime Brokerage, Accounting
Education
Iona College 1992 — 1996
International Business, Economics
Iona CollegeNew
International Studies; Economics
Pam Sagliano's Credit Suisse Experience January 2005 - Present
Job Project Manager at Credit Suisse
Industry Banking
Experience
Credit Suisse January 2005 - Present
Merrill Lynch 1988 - December 2003
Skills
SDLC, Business Analysis, Investment Banking, Project Portfolio..., PMO, IT Strategy
Education
Iona College 1980 — 1984
BS, Computer Science, Mathematics
Credit Suisse January 2005 - Present
Merrill Lynch 1988 - December 2003
Skills
SDLC, Business Analysis, Investment Banking, Project Portfolio..., PMO, IT Strategy
Education
Iona College 1980 — 1984
BS, Computer Science, Mathematics
George Lappe's Credit Suisse Experience May 2007 - August 2011
Job Vice President at Credit Suisse
Industry Banking
Experience
Accenture September 2011 - Present
Credit Suisse May 2007 - August 2011
A.I. Credit Corp. January 1991 - May 2007
Education
Iona College 1988 — 1990
BBA, Finance
Pace University 1985 — 1986
Finance
Accenture September 2011 - Present
Credit Suisse May 2007 - August 2011
A.I. Credit Corp. January 1991 - May 2007
Education
Iona College 1988 — 1990
BBA, Finance
Pace University 1985 — 1986
Finance
Danielle Levitt's Credit Suisse Experience October 1999 - April 2011
Job HR Business Partner at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York 2011 - Present
Credit Suisse October 1999 - April 2011
BKN March 1998 - October 1999
JP Morgan April 1996 - March 1999
Loral Skynet May 1994 - April 1996
Education
The New School 1999 — 2002
Masters, Human Resources
Ithaca College 1989 — 1993
BS, Human Resources
Federal Reserve Bank of New York 2011 - Present
Credit Suisse October 1999 - April 2011
BKN March 1998 - October 1999
JP Morgan April 1996 - March 1999
Loral Skynet May 1994 - April 1996
Education
The New School 1999 — 2002
Masters, Human Resources
Ithaca College 1989 — 1993
BS, Human Resources
John Neelamkavil's Credit Suisse Experience July 2009 - June 2011
Job Director at Onex
Industry Venture Capital & Private Equity
Joel Newbert's Credit Suisse Experience July 2010 - August 2012
Job Associate at Silver Lake Kraftwerk
Industry Venture Capital & Private Equity
Experience
Silver Lake Kraftwerk 2012 - Present
Credit Suisse July 2010 - August 2012
Credit Suisse July 2009 - August 2009
Education
Ivey Business School at Western University 2006 — 2010
HBA, Business
St. Georges Secondary 2001 — 2006
Silver Lake Kraftwerk 2012 - Present
Credit Suisse July 2010 - August 2012
Credit Suisse July 2009 - August 2009
Education
Ivey Business School at Western University 2006 — 2010
HBA, Business
St. Georges Secondary 2001 — 2006
Dylan Haggart's Credit Suisse Experience June 2008 - August 2008
Job Associate at ValueAct Capital
Industry Investment Management
Experience
ValueAct Capital July 2013 - Present
TPG Capital August 2011 - July 2013
Goldman Sachs July 2009 - July 2011
Credit Suisse June 2008 - August 2008
Export Development Canada June 2007 - August 2007
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2009
HBA
ValueAct Capital July 2013 - Present
TPG Capital August 2011 - July 2013
Goldman Sachs July 2009 - July 2011
Credit Suisse June 2008 - August 2008
Export Development Canada June 2007 - August 2007
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2009
HBA
Sabrina Han's Credit Suisse Experience June 2013 - August 2013
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2013 - August 2013
Canaccord Genuity Asia May 2012 - August 2012
CNOOC August 2011 - August 2011
Canadian Pacific Railway July 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Java, Microsoft Excel, HTML, Analytical Skills, Investments
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
Candidate for Bachelor of Arts, Honors Business Administration (HBA), Business
The University of Western Ontario 2010 — 2012
Completed 2 years of Honors Specialization in Computer Science
Western Canada High School 2007 — 2010
Credit Suisse June 2013 - August 2013
Canaccord Genuity Asia May 2012 - August 2012
CNOOC August 2011 - August 2011
Canadian Pacific Railway July 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Java, Microsoft Excel, HTML, Analytical Skills, Investments
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
Candidate for Bachelor of Arts, Honors Business Administration (HBA), Business
The University of Western Ontario 2010 — 2012
Completed 2 years of Honors Specialization in Computer Science
Western Canada High School 2007 — 2010
michael blando's Credit Suisse Experience
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse
Skills
Fixed Income, Equities, Capital Markets, Derivatives, Investment Banking, Hedge Funds, Equity Derivatives, Trading Systems, Swaps, Securities Lending, Middle Office, Bloomberg, Securities, Prime Brokerage, Options, Financial Markets
Education
Ithaca College
Credit Suisse
Skills
Fixed Income, Equities, Capital Markets, Derivatives, Investment Banking, Hedge Funds, Equity Derivatives, Trading Systems, Swaps, Securities Lending, Middle Office, Bloomberg, Securities, Prime Brokerage, Options, Financial Markets
Education
Ithaca College
Viken Kondakji's Credit Suisse Experience August 2001 - February 2004
Job C++ Developer
Industry Information Technology and Services
Experience
TIAA-CREF, Actuarial Valuation. April 2013 - January 2014
PacMid Technologies, LLC December 2012 - February 2013
E*TRADE Financial December 2011 - November 2012
Deutsche Bank October 2010 - September 2011
Bloomberg LP May 2008 - September 2010
Morgan Stanley September 2006 - May 2008
Goldman Sachs March 2004 - August 2006
Credit Suisse August 2001 - February 2004
Reuters Consulting August 2000 - June 2001
Micromuse Inc April 2000 - August 2000
Skills
C++ Developer on..., SDLC, Distributed Systems, Testing, Object Oriented Design, TCP/IP, C++, Multithreading, Visual Studio, Solaris, C, OOP, Operating Systems, Business Analysis, Algorithms, Program Management, Analysis, Performance Measurement, Systems Programming, Databases, Linux, Trading Systems, Unix, Sybase, SQL, Java
Education
Iowa State University
MS and BS, Chemical Engineering
TIAA-CREF, Actuarial Valuation. April 2013 - January 2014
PacMid Technologies, LLC December 2012 - February 2013
E*TRADE Financial December 2011 - November 2012
Deutsche Bank October 2010 - September 2011
Bloomberg LP May 2008 - September 2010
Morgan Stanley September 2006 - May 2008
Goldman Sachs March 2004 - August 2006
Credit Suisse August 2001 - February 2004
Reuters Consulting August 2000 - June 2001
Micromuse Inc April 2000 - August 2000
Skills
C++ Developer on..., SDLC, Distributed Systems, Testing, Object Oriented Design, TCP/IP, C++, Multithreading, Visual Studio, Solaris, C, OOP, Operating Systems, Business Analysis, Algorithms, Program Management, Analysis, Performance Measurement, Systems Programming, Databases, Linux, Trading Systems, Unix, Sybase, SQL, Java
Education
Iowa State University
MS and BS, Chemical Engineering
Charles Santoro's Credit Suisse Experience April 1996 - July 2005
Job Vice President Head of Performance and Client Reporting at QMA
Industry Investment Management
Experience
QMA April 2007 - Present
Credit Suisse April 1996 - July 2005
Skills
Performance Measurement, Performance Attribution, Performance Reporting, Asset Management, Hedge Funds, Risk Management, Alternative Investments, Bloomberg, Fixed Income, Investment Management, Derivatives, Equities, Mutual Funds, Portfolio Management, Securities
Education
Iona College 1989 — 1993
QMA April 2007 - Present
Credit Suisse April 1996 - July 2005
Skills
Performance Measurement, Performance Attribution, Performance Reporting, Asset Management, Hedge Funds, Risk Management, Alternative Investments, Bloomberg, Fixed Income, Investment Management, Derivatives, Equities, Mutual Funds, Portfolio Management, Securities
Education
Iona College 1989 — 1993
A.Jay Baldwin's Credit Suisse Experience July 2008 - Present
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2008 - Present
Education
Ithaca College 1975 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Credit Suisse July 2008 - Present
Education
Ithaca College 1975 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
James Oates's Credit Suisse Experience November 2001 - September 2002
Job Head Group Internal Audit at UBS
Industry Financial Services
Experience
UBS March 2010 - Present
UBS May 2007 - November 2010
UBS May 2005 - May 2007
UBS September 2002 - May 2005
Credit Suisse November 2001 - September 2002
DLJ International August 1998 - November 2001
Donaldson, Lufkin & Jenrette February 1994 - August 1998
Skills
Financial Analysis, Internal Audit, Internal Controls, Financial Risk, Risk Management, Operational Risk, Financial Reporting, Enterprise Risk..., Auditing, Financial Modeling, Sarbanes-Oxley Act, IFRS, Operational Risk..., Corporate Finance, Accounting, Banking, Strategic Financial..., Finance, Financial Audits, Financial Accounting
Education
Iona College 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
UBS March 2010 - Present
UBS May 2007 - November 2010
UBS May 2005 - May 2007
UBS September 2002 - May 2005
Credit Suisse November 2001 - September 2002
DLJ International August 1998 - November 2001
Donaldson, Lufkin & Jenrette February 1994 - August 1998
Skills
Financial Analysis, Internal Audit, Internal Controls, Financial Risk, Risk Management, Operational Risk, Financial Reporting, Enterprise Risk..., Auditing, Financial Modeling, Sarbanes-Oxley Act, IFRS, Operational Risk..., Corporate Finance, Accounting, Banking, Strategic Financial..., Finance, Financial Audits, Financial Accounting
Education
Iona College 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Alia Amin's Credit Suisse Experience September 2004 - June 2009
Job
Industry Banking
Experience
Credit Suisse September 2004 - June 2009
Goldman Sachs September 2004 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, P&L Responsibility, Credit Derivatives, Prime Brokerage
Education
Iona College 2009 — 2010
Master of Business Administration (MBA), Management and International Business, 4.0
Iona College
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Credit Suisse September 2004 - June 2009
Goldman Sachs September 2004 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, P&L Responsibility, Credit Derivatives, Prime Brokerage
Education
Iona College 2009 — 2010
Master of Business Administration (MBA), Management and International Business, 4.0
Iona College
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Samuel Andrew's Credit Suisse Experience July 2008 - August 2010
Job Research Analyst at BlueMountain Capital Management
Industry Investment Management
Experience
BlueMountain Capital Management September 2010 - Present
Credit Suisse July 2008 - August 2010
Skills
Hedge Funds, Equities, Capital Markets
Education
The University of Western Ontario - Richard Ivey School of Business 2004 — 2008
Honors in Business Administration
Crescent School 2000 — 2004
BlueMountain Capital Management September 2010 - Present
Credit Suisse July 2008 - August 2010
Skills
Hedge Funds, Equities, Capital Markets
Education
The University of Western Ontario - Richard Ivey School of Business 2004 — 2008
Honors in Business Administration
Crescent School 2000 — 2004
Christopher LaMotta's Credit Suisse Experience February 2000 - April 2005
Job Owner, Daniela Trattoria NYC
Industry Restaurants
Experience
Self-employed April 2005 - Present
Credit Suisse February 2000 - April 2005
Donaldson, Lufkin & Jenrette 1998 - 2003
Skills
Restaurant Management, New Restaurant Openings, Customer Satisfaction, Inventory Management, Product Control, Restaurants, Budgets, Sales, Hospitality, Management, Bloomberg, P&L, Income Statement, Food, Social Networking, Menu Development
Education
Iona College 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Self-employed April 2005 - Present
Credit Suisse February 2000 - April 2005
Donaldson, Lufkin & Jenrette 1998 - 2003
Skills
Restaurant Management, New Restaurant Openings, Customer Satisfaction, Inventory Management, Product Control, Restaurants, Budgets, Sales, Hospitality, Management, Bloomberg, P&L, Income Statement, Food, Social Networking, Menu Development
Education
Iona College 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.