Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
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15,336 Credit Suisse employees in database. Find out everything there's to know about Credit Suisse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse Employees
Employee
Years
Job
Industry
Elena Raimondi Elena Raimondi's Credit Suisse Experience July 2006 - Present
Job VP, Oil & Gas Corporate Derivatives Sales at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2006 - Present
USTA April 2004 - May 2006
Skills
Derivatives, Investment Banking, Fixed Income, Hedge Funds, Financial Modeling, Bloomberg, Valuation, Trading, Portfolio Management, Event Planning, Travel Planning, Sports Marketing, Sales, Corporate Events, Commodity, Options
Education
Methodist University 2000 — 2003
Bachelor's Degree, Business Administration
Credit Suisse July 2006 - Present
USTA April 2004 - May 2006
Skills
Derivatives, Investment Banking, Fixed Income, Hedge Funds, Financial Modeling, Bloomberg, Valuation, Trading, Portfolio Management, Event Planning, Travel Planning, Sports Marketing, Sales, Corporate Events, Commodity, Options
Education
Methodist University 2000 — 2003
Bachelor's Degree, Business Administration
Mary Smendzuik Mary Smendzuik's Credit Suisse Experience 2012 - 2014
Job Assistant Vice President at Capri Capital Partners, LLC
Industry Financial Services
Experience
Capri Capital Partners, LLC 2014 - Present
Step Up Women's Network January 2013 - December 2014
Credit Suisse 2012 - 2014
Banc of America Securities 2006 - 2010
FBR May 2005 - August 2005
Skills
Leadership, Mergers & Acquisitions, Strategy, Private Equity, Finance, Business Strategy, Private Placements, Risk Management, Asset Management, Financial Analysis, Due Diligence, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Emphases in Finance & Strategy
Michigan State University 2004 — 2006
BA, Social Relations & Policy
Capri Capital Partners, LLC 2014 - Present
Step Up Women's Network January 2013 - December 2014
Credit Suisse 2012 - 2014
Banc of America Securities 2006 - 2010
FBR May 2005 - August 2005
Skills
Leadership, Mergers & Acquisitions, Strategy, Private Equity, Finance, Business Strategy, Private Placements, Risk Management, Asset Management, Financial Analysis, Due Diligence, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Emphases in Finance & Strategy
Michigan State University 2004 — 2006
BA, Social Relations & Policy
Charles Newton Charles Newton's Credit Suisse Experience September 2010 - Present
Job Managing Director CoHead of Healthcare Investment Banking in the Americas at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse September 2010 - Present
Morgan Stanley June 1996 - September 2010
Lehman Brothers May 1993 - July 1995
Mercer Global Advisors May 1992 - May 1993
Skills
Investment Banking, Private Equity, Valuation, Venture Capital, Corporate Development, Mergers, Financial Modeling, Corporate Finance, Due Diligence, Equities, Capital Markets, Investments, IPO, Alternative Investments, Investor Relations, Acquisitions, DCF, Financial Analysis, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Miami University 1988 — 1992
Bachelor of Science, Finance
Credit Suisse September 2010 - Present
Morgan Stanley June 1996 - September 2010
Lehman Brothers May 1993 - July 1995
Mercer Global Advisors May 1992 - May 1993
Skills
Investment Banking, Private Equity, Valuation, Venture Capital, Corporate Development, Mergers, Financial Modeling, Corporate Finance, Due Diligence, Equities, Capital Markets, Investments, IPO, Alternative Investments, Investor Relations, Acquisitions, DCF, Financial Analysis, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Miami University 1988 — 1992
Bachelor of Science, Finance
Matt Kocolowski Matt Kocolowski's Credit Suisse Experience January 2015 - Present
Job FX Prime Brokerage at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Credit Suisse March 2014 - December 2014
Northwestern Mutual January 2014 - March 2014
Christian Financial Resources May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Teamwork, Time Management, Derivatives, Finance, Leadership, Analysis, Management, Social Media
Education
East Carolina University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Financial Services
Mercer University - Stetson School of Business and Economics 2009 — 2011
Credit Suisse January 2015 - Present
Credit Suisse March 2014 - December 2014
Northwestern Mutual January 2014 - March 2014
Christian Financial Resources May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Teamwork, Time Management, Derivatives, Finance, Leadership, Analysis, Management, Social Media
Education
East Carolina University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Financial Services
Mercer University - Stetson School of Business and Economics 2009 — 2011
Brittany Scuotto Brittany Scuotto's Credit Suisse Experience July 2015 - Present
Job Operations Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Credit Suisse September 2014 - July 2015
Credit Suisse July 2013 - August 2014
ComQuest Holding Ltd. September 2012 - July 2013
Credit Suisse June 2012 - August 2012
ComQuest Holding Ltd. October 2009 - May 2012
Skills
Customer Service, Microsoft Excel, Direct Sales, PowerPoint, Microsoft Office, Team Leadership, Team Building, Sales Operations, Financial Analysis, Access, Telecommunications, Outlook, Time Management, Budgets, Account Management, Teamwork, Analysis, Microsoft Word, Data Analysis, Finance, Accounting, Leadership, Business Analysis, Project Management, Training, Public Speaking, Banking, Process Improvement
Education
Meredith College 2009 — 2013
Bachelor of Science (B.S.), Accounting
Credit Suisse July 2015 - Present
Credit Suisse September 2014 - July 2015
Credit Suisse July 2013 - August 2014
ComQuest Holding Ltd. September 2012 - July 2013
Credit Suisse June 2012 - August 2012
ComQuest Holding Ltd. October 2009 - May 2012
Skills
Customer Service, Microsoft Excel, Direct Sales, PowerPoint, Microsoft Office, Team Leadership, Team Building, Sales Operations, Financial Analysis, Access, Telecommunications, Outlook, Time Management, Budgets, Account Management, Teamwork, Analysis, Microsoft Word, Data Analysis, Finance, Accounting, Leadership, Business Analysis, Project Management, Training, Public Speaking, Banking, Process Improvement
Education
Meredith College 2009 — 2013
Bachelor of Science (B.S.), Accounting
Matt Zumbach, CFA Matt Zumbach, CFA's Credit Suisse Experience July 2004 - August 2005
Job Director / Portfolio Manager (Investments)
Industry Investment Management
Experience
Aon Corporation October 2009 - Present
Wall Street Prep September 2013 - Present
Northwestern Endowment Office June 2009 - August 2009
Black River Asset Management June 2008 - August 2008
LightPoint Capital August 2005 - July 2007
Credit Suisse July 2004 - August 2005
Skills
Tactical Asset..., Private Pilot, Hedge Funds, Swaptions, Equities, Microsoft Excel, Triathlon, Financial Modeling, Investment Management, Asset Allocation, Investment Strategies, Due Diligence, Portfolio Management, Investments, Valuation
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance & General Management
University of Michigan - Stephen M. Ross School of Business 2003 — 2004
MAcc, Accounting
Miami University 1999 — 2004
Bachelors, Finance & Economics
Aon Corporation October 2009 - Present
Wall Street Prep September 2013 - Present
Northwestern Endowment Office June 2009 - August 2009
Black River Asset Management June 2008 - August 2008
LightPoint Capital August 2005 - July 2007
Credit Suisse July 2004 - August 2005
Skills
Tactical Asset..., Private Pilot, Hedge Funds, Swaptions, Equities, Microsoft Excel, Triathlon, Financial Modeling, Investment Management, Asset Allocation, Investment Strategies, Due Diligence, Portfolio Management, Investments, Valuation
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance & General Management
University of Michigan - Stephen M. Ross School of Business 2003 — 2004
MAcc, Accounting
Miami University 1999 — 2004
Bachelors, Finance & Economics
Joe Whitesell Joe Whitesell's Credit Suisse Experience 1996 - 1998
Job Science and Technology
Industry Research
Experience
Red Cedar Technology June 2005 - August 2013
Red Cedar Technology 2002 - 2009
Physical Software Incorporated 1993 - 2001
Enron 1997 - 1999
Credit Suisse 1996 - 1998
Florida Power & Light 1994 - 1996
University of Michigan and Michigan State University 1980 - 1991
Mechanical Dynamics, Inc 1983 - 1986
Department of Mechanical Engineering Michigan State University 1978 - 1980
College of Engineering Michigan State University 1977 - 1980
Skills
Product Development, Mathematics, Optimal Design, Mathematical Modelling, Computational Geometry, Computational Physics, Biological and..., Modal Analysis and..., Object-Oriented..., IT Management, Engineering, Strategic Partnerships, Product Management, Software Development, Start-ups
Education
Michigan State University 1978 — 1980
Ph.D, Mechanical Engineering
Michigan State University 1976 — 1978
MS, Electrical Engineering/Systems Science
Michigan State University 1975 — 1976
Bachelor of Science (BS), Mathematics
Red Cedar Technology June 2005 - August 2013
Red Cedar Technology 2002 - 2009
Physical Software Incorporated 1993 - 2001
Enron 1997 - 1999
Credit Suisse 1996 - 1998
Florida Power & Light 1994 - 1996
University of Michigan and Michigan State University 1980 - 1991
Mechanical Dynamics, Inc 1983 - 1986
Department of Mechanical Engineering Michigan State University 1978 - 1980
College of Engineering Michigan State University 1977 - 1980
Skills
Product Development, Mathematics, Optimal Design, Mathematical Modelling, Computational Geometry, Computational Physics, Biological and..., Modal Analysis and..., Object-Oriented..., IT Management, Engineering, Strategic Partnerships, Product Management, Software Development, Start-ups
Education
Michigan State University 1978 — 1980
Ph.D, Mechanical Engineering
Michigan State University 1976 — 1978
MS, Electrical Engineering/Systems Science
Michigan State University 1975 — 1976
Bachelor of Science (BS), Mathematics
Kenneth Kraus Kenneth Kraus's Credit Suisse Experience December 2000 - September 2007
Job Critical Engineering Command Center Analyst at EMCOR Services for Credit Suisse
Industry Banking
Experience
EMCOR Group, Inc. September 2007 - Present
Credit Suisse December 2000 - September 2007
Acorn Technology Fund LP also known as Princeton Venture Research Inc. March 1999 - May 2000
ADP February 1985 - March 2000
Goldman Sachs March 1983 - February 1985
Goldman Sachs January 1980 - March 1983
Skills
Data Center, Software Documentation, Technical Support, Infrastructure, Hardware, Disaster Recovery, Windows, Incident Management, Unix, Networking, Testing, Security, Team Leadership, Trading Systems, Batch Processing, Quality Assurance, Back Office, Commodity Markets, Network Administration, Netbackup, Operations Management, Microsoft Office, Customer Service, Sybase, BMC Remedy, Software Installation, HP, VMS, HP Server Hardware, CICS, Oracle, Analysis, Mainframe, AS400 system, Finance, Trading, DOS, ICCF, Foreign Exchange, Bloomberg, ECS, VSE, OPEN VMS, Hedge Funds, Middle Office, Fund Accounting, Account Portfolio..., Disaster Risk Reduction, Compaq, FX trading
Education
Digital Training Institute 1999 — 2000
Mercer County Community College 1984 — 1986
Associate's degree, Accounting and Finance
EMCOR Group, Inc. September 2007 - Present
Credit Suisse December 2000 - September 2007
Acorn Technology Fund LP also known as Princeton Venture Research Inc. March 1999 - May 2000
ADP February 1985 - March 2000
Goldman Sachs March 1983 - February 1985
Goldman Sachs January 1980 - March 1983
Skills
Data Center, Software Documentation, Technical Support, Infrastructure, Hardware, Disaster Recovery, Windows, Incident Management, Unix, Networking, Testing, Security, Team Leadership, Trading Systems, Batch Processing, Quality Assurance, Back Office, Commodity Markets, Network Administration, Netbackup, Operations Management, Microsoft Office, Customer Service, Sybase, BMC Remedy, Software Installation, HP, VMS, HP Server Hardware, CICS, Oracle, Analysis, Mainframe, AS400 system, Finance, Trading, DOS, ICCF, Foreign Exchange, Bloomberg, ECS, VSE, OPEN VMS, Hedge Funds, Middle Office, Fund Accounting, Account Portfolio..., Disaster Risk Reduction, Compaq, FX trading
Education
Digital Training Institute 1999 — 2000
Mercer County Community College 1984 — 1986
Associate's degree, Accounting and Finance
Mitch St. Peter, CFA Mitch St. Peter, CFA's Credit Suisse Experience July 2007 - June 2012
Job Partnerships @ FutureAdvisor
Industry Information Technology and Services
Experience
Amazon June 2013 - August 2013
Credit Suisse July 2007 - June 2012
Skills
Investments, Building Relationships, Business Development, Public Speaking, Data Analysis, Hedge Funds, Equities, Leadership, Sales, Strategy, Securities, Entrepreneurship, Marketing, Investment Banking, Valuation
Education
UCLA Anderson School of Management
MBA
Middlebury College
B.A.
Phillips Academy Andover
Amazon June 2013 - August 2013
Credit Suisse July 2007 - June 2012
Skills
Investments, Building Relationships, Business Development, Public Speaking, Data Analysis, Hedge Funds, Equities, Leadership, Sales, Strategy, Securities, Entrepreneurship, Marketing, Investment Banking, Valuation
Education
UCLA Anderson School of Management
MBA
Middlebury College
B.A.
Phillips Academy Andover
Katy Piotrowski's Credit Suisse Experience July 2012 - Present
Job Senior Project and Reporting Associate at Credit Suisse
Industry Investment Management
Experience
Credit Suisse July 2012 - Present
William Blair and Company April 2010 - July 2012
Northern Trust January 2010 - April 2010
Northern Trust December 2008 - June 2009
K&S Trading June 2006 - August 2008
Skills
Investments, Financial Analysis, Financial Modeling, Project Management, Derivatives, Financial Accounting, Data Modeling, Technology Integration, VBA, SQL, Microsoft Excel, Options, Securities
Education
Miami University 2002 — 2006
B.S. Business, Finance and Economics
Culver Academies 1998 — 2002
Credit Suisse July 2012 - Present
William Blair and Company April 2010 - July 2012
Northern Trust January 2010 - April 2010
Northern Trust December 2008 - June 2009
K&S Trading June 2006 - August 2008
Skills
Investments, Financial Analysis, Financial Modeling, Project Management, Derivatives, Financial Accounting, Data Modeling, Technology Integration, VBA, SQL, Microsoft Excel, Options, Securities
Education
Miami University 2002 — 2006
B.S. Business, Finance and Economics
Culver Academies 1998 — 2002
Belinda Boone Belinda Boone's Credit Suisse Experience August 2014 - Present
Job FI IRP Controller at Credit Suisse
Industry Accounting
Experience
Credit Suisse August 2014 - Present
Credit Suisse April 2014 - July 2014
FDH Engineering, Inc April 2012 - April 2014
Nsoro December 2011 - March 2012
Intuit May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Project Planning, Accounting, PeopleSoft, Spectrum, Payroll, Financial Analysis, Account Reconciliation, Analysis, Accounts Receivable, Management, Invoicing, Time Management, Access, Finance
Education
Meredith College 2006 — 2010
Bachelor of Science (BS), Accounting
Credit Suisse August 2014 - Present
Credit Suisse April 2014 - July 2014
FDH Engineering, Inc April 2012 - April 2014
Nsoro December 2011 - March 2012
Intuit May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Project Planning, Accounting, PeopleSoft, Spectrum, Payroll, Financial Analysis, Account Reconciliation, Analysis, Accounts Receivable, Management, Invoicing, Time Management, Access, Finance
Education
Meredith College 2006 — 2010
Bachelor of Science (BS), Accounting
Amparo Zelaya Amparo Zelaya's Credit Suisse Experience July 2014 - Present
Job Business Analyst at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse July 2013 - July 2014
Best Buy March 2010 - July 2013
Credit Suisse June 2012 - August 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Customer Satisfaction, Time Management, PowerPoint, Microsoft Word, Troubleshooting, Retail, Cashiering, Teamwork, Data Entry, Outlook, Leadership, Windows, Spanish, Visual Merchandising, Team Leadership, Telephone Skills, Invoicing, Data Analysis, Team Building, Reporting & Analysis, Confluence, Minitab, Statistics, Mathematics
Education
Meredith College 2009 — 2013
Bachelor's Degree, Mathematics, Minor in Statistics and Economics
Credit Suisse July 2014 - Present
Credit Suisse July 2013 - July 2014
Best Buy March 2010 - July 2013
Credit Suisse June 2012 - August 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Customer Satisfaction, Time Management, PowerPoint, Microsoft Word, Troubleshooting, Retail, Cashiering, Teamwork, Data Entry, Outlook, Leadership, Windows, Spanish, Visual Merchandising, Team Leadership, Telephone Skills, Invoicing, Data Analysis, Team Building, Reporting & Analysis, Confluence, Minitab, Statistics, Mathematics
Education
Meredith College 2009 — 2013
Bachelor's Degree, Mathematics, Minor in Statistics and Economics
Joyce Driscoll Joyce Driscoll's Credit Suisse Experience October 2007 - December 2012
Job Control Analyst
Industry Financial Services
Experience
Credit Suisse October 2007 - December 2012
Credit Suisse October 2006 - October 2007
Skills
Series 7, Series 63, Series 65
Education
University of California, Berkeley 2009 — 2009
UC Berkeley Extension, Introduction to Marketing
Middlebury College 2002 — 2006
BA, American Civilization and French
Credit Suisse October 2007 - December 2012
Credit Suisse October 2006 - October 2007
Skills
Series 7, Series 63, Series 65
Education
University of California, Berkeley 2009 — 2009
UC Berkeley Extension, Introduction to Marketing
Middlebury College 2002 — 2006
BA, American Civilization and French
Jason Putman, CFA Jason Putman, CFA's Credit Suisse Experience June 2000 - March 2004
Job Portfolio Manager at Capital Management, LLC
Industry Investment Management
Experience
MAI Capital Management, LLC August 2012 - Present
Victory Capital Management January 2006 - August 2012
Victory Capital Management April 2004 - July 2011
Credit Suisse June 2000 - March 2004
Voyager Information Networks June 1999 - June 2000
US Navy October 1994 - August 1998
Skills
Investment Management, Financial Analysis, Capital Markets, Equity Research, Chartered Financial..., Business Valuation, Finance, Portfolio Management, Financial Modeling, Asset Allocation
Education
Michigan State University 1998 — 2000
Bachelor of Arts (B.A.), Finance, General
MAI Capital Management, LLC August 2012 - Present
Victory Capital Management January 2006 - August 2012
Victory Capital Management April 2004 - July 2011
Credit Suisse June 2000 - March 2004
Voyager Information Networks June 1999 - June 2000
US Navy October 1994 - August 1998
Skills
Investment Management, Financial Analysis, Capital Markets, Equity Research, Chartered Financial..., Business Valuation, Finance, Portfolio Management, Financial Modeling, Asset Allocation
Education
Michigan State University 1998 — 2000
Bachelor of Arts (B.A.), Finance, General
Iqbal Adjao's Credit Suisse Experience 2010 - 2011
Job Operations analyst
Industry Banking
Experience
Yingli Solar September 2013 - Present
Credit Suisse 2010 - 2011
Skills
Financial Services, Financial Analysis, Reference Data, FX trading, Teamwork, International Business, Procurement, Operations Management, Supply Chain Management, Investment Banking, Management, Financial Reporting, Manufacturing, Logistics Management, International Logistics, Foreign Exchange, Supply Chain, Bonds, Securities, Equity Trading
Education
Michigan State University 2006 — 2009
Bachelor of Arts (BA), Logistics, Materials, and Supply Chain Management, 3.50
Touro College 2011 — 2013
Master of Science (MS), International Business Finance, 3.81
Yingli Solar September 2013 - Present
Credit Suisse 2010 - 2011
Skills
Financial Services, Financial Analysis, Reference Data, FX trading, Teamwork, International Business, Procurement, Operations Management, Supply Chain Management, Investment Banking, Management, Financial Reporting, Manufacturing, Logistics Management, International Logistics, Foreign Exchange, Supply Chain, Bonds, Securities, Equity Trading
Education
Michigan State University 2006 — 2009
Bachelor of Arts (BA), Logistics, Materials, and Supply Chain Management, 3.50
Touro College 2011 — 2013
Master of Science (MS), International Business Finance, 3.81
Jonathan Glossberg Jonathan Glossberg's Credit Suisse Experience August 1998 - May 2008
Job Senior Vice PresidentInvestments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2008 - Present
Credit Suisse August 1998 - May 2008
William Blair & Company January 1995 - August 1998
Education
Menlo College 1989 — 1994
Bachelor of Arts, Humanities, Philosophy, History
Oxford Academy 1987 — 1988
Chicago Lab School 1985 — 1987
The Latin School of Chicago 1974 — 1984
UBS Financial Services, Inc. May 2008 - Present
Credit Suisse August 1998 - May 2008
William Blair & Company January 1995 - August 1998
Education
Menlo College 1989 — 1994
Bachelor of Arts, Humanities, Philosophy, History
Oxford Academy 1987 — 1988
Chicago Lab School 1985 — 1987
The Latin School of Chicago 1974 — 1984
Janet Sitchin Janet Sitchin's Credit Suisse Experience March 2007 - April 2008
Job Senior Technical Delivery Manager/Principal Consultant Informatica Corporation
Industry Information Technology and Services
Experience
Informatica Corporation March 2007 - Present
HealthNow New York Inc. April 2012 - April 2013
Credit Suisse March 2007 - April 2008
Ryder System, Inc. February 2002 - March 2007
Ryder 1998 - 2007
Accenture June 1994 - February 2002
Dow Chemical 1996 - 1998
Horiba Instruments 1992 - 1994
Keane 1990 - 1994
AGS 1990 - 1994
Skills
Data Warehousing, ETL, Data Integration, Informatica, Business Intelligence, Data Migration, Master Data Management, Oracle, Teradata, Database Design, DB2, Enterprise Software, Dimensional Modeling, Performance Tuning, Data Quality, Enterprise Architecture, Software Development, Microsoft SQL Server, Microstrategy, Solution Architecture, Big Data, OLAP, SQL, Netezza, Data Warehouse..., Database Administration, Information Technology, Technical Architecture, Relational Databases, Data Governance, Architectures, SOA, Application Development, Data Virtualization, Scuba Diving, Underwater Photography, Technical Leadership, Mentoring, Technical Instruction, Data Services, PowerCenter, Metadata Management, Business Glossary, Architecture
Education
Michigan State University 1978 — 1982
B.S., Computer Science
Oak Park High 1974 — 1978
Informatica Corporation March 2007 - Present
HealthNow New York Inc. April 2012 - April 2013
Credit Suisse March 2007 - April 2008
Ryder System, Inc. February 2002 - March 2007
Ryder 1998 - 2007
Accenture June 1994 - February 2002
Dow Chemical 1996 - 1998
Horiba Instruments 1992 - 1994
Keane 1990 - 1994
AGS 1990 - 1994
Skills
Data Warehousing, ETL, Data Integration, Informatica, Business Intelligence, Data Migration, Master Data Management, Oracle, Teradata, Database Design, DB2, Enterprise Software, Dimensional Modeling, Performance Tuning, Data Quality, Enterprise Architecture, Software Development, Microsoft SQL Server, Microstrategy, Solution Architecture, Big Data, OLAP, SQL, Netezza, Data Warehouse..., Database Administration, Information Technology, Technical Architecture, Relational Databases, Data Governance, Architectures, SOA, Application Development, Data Virtualization, Scuba Diving, Underwater Photography, Technical Leadership, Mentoring, Technical Instruction, Data Services, PowerCenter, Metadata Management, Business Glossary, Architecture
Education
Michigan State University 1978 — 1982
B.S., Computer Science
Oak Park High 1974 — 1978
Patricia L. Newton Patricia L. Newton's Credit Suisse Experience May 1996 - April 1999
Job Chief of Staff ~ Adjunct Professor
Industry
Experience
Softcard (Acquired by Google) August 2014 - Present
Metropolitan College of New York March 2009 - Present
UBS June 2003 - December 2013
Bessemer Trust May 2000 - September 2002
Fiduciary Trust Company April 1999 - May 2000
Credit Suisse May 1996 - April 1999
Skills
Strategy, Strategic Planning, Human Resources, Project Management, Nonprofits, Public Speaking, Customer Service, Teaching, Research, Microsoft Office, PowerPoint, Business Planning, Budgets, Community Outreach, Leadership, Training, Management
Education
Metropolitan College of New York - School of Business
Master of Business Administration (MBA), General Management
Softcard (Acquired by Google) August 2014 - Present
Metropolitan College of New York March 2009 - Present
UBS June 2003 - December 2013
Bessemer Trust May 2000 - September 2002
Fiduciary Trust Company April 1999 - May 2000
Credit Suisse May 1996 - April 1999
Skills
Strategy, Strategic Planning, Human Resources, Project Management, Nonprofits, Public Speaking, Customer Service, Teaching, Research, Microsoft Office, PowerPoint, Business Planning, Budgets, Community Outreach, Leadership, Training, Management
Education
Metropolitan College of New York - School of Business
Master of Business Administration (MBA), General Management
Nicole Eutsler's Credit Suisse Experience June 2010 - February 2012
Job Marketing Project Manager at Zift Solutions
Industry Marketing and Advertising
Experience
Zift Solutions November 2013 - Present
Cassidy Turley June 2013 - November 2013
Australian Internships March 2012 - November 2012
Credit Suisse June 2010 - February 2012
Cross + Associates January 2009 - June 2010
Skills
Brand Management, Project Management, SEO copywriting, Copywriting, Social Media, Google Analytics, Email Marketing, Marketing Communications, Marketing, Online Advertising, Social Media Marketing, Advertising, Blogging, Photoshop
Education
Meredith College 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
Zift Solutions November 2013 - Present
Cassidy Turley June 2013 - November 2013
Australian Internships March 2012 - November 2012
Credit Suisse June 2010 - February 2012
Cross + Associates January 2009 - June 2010
Skills
Brand Management, Project Management, SEO copywriting, Copywriting, Social Media, Google Analytics, Email Marketing, Marketing Communications, Marketing, Online Advertising, Social Media Marketing, Advertising, Blogging, Photoshop
Education
Meredith College 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
Dima Shlapakovsky Dima Shlapakovsky's Credit Suisse Experience January 2015 - Present
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2015 - Present
Credit Suisse May 2013 - December 2014
KeyCorp April 2009 - May 2013
KeyCorp December 2006 - May 2009
Sky Financial Group March 2006 - November 2006
Sky Financial Group June 2004 - March 2006
Skills
Business Strategy, Strategic Thinking, Industry Analysis, Market Research, Market Analysis, Competitive Analysis, Valuation, M&A experience, Financial Modeling, Due Diligence, Data Analysis, Financial Analysis, Investment Banking, Consumer Products, Apparel, Footwear, Retail, Restaurants, Management, Presentation Development, Corporate Finance, Capital Markets, Finance
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance
Miami University 2000 — 2004
B.S, Finance
Credit Suisse January 2015 - Present
Credit Suisse May 2013 - December 2014
KeyCorp April 2009 - May 2013
KeyCorp December 2006 - May 2009
Sky Financial Group March 2006 - November 2006
Sky Financial Group June 2004 - March 2006
Skills
Business Strategy, Strategic Thinking, Industry Analysis, Market Research, Market Analysis, Competitive Analysis, Valuation, M&A experience, Financial Modeling, Due Diligence, Data Analysis, Financial Analysis, Investment Banking, Consumer Products, Apparel, Footwear, Retail, Restaurants, Management, Presentation Development, Corporate Finance, Capital Markets, Finance
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance
Miami University 2000 — 2004
B.S, Finance
Charlotte Wegrzyn's Credit Suisse Experience July 2012 - Present
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2012 - Present
Jump Rope, Inc. February 2012 - June 2012
Credit Suisse December 2005 - February 2012
Scudder Investments September 2003 - December 2005
Skills
Marketing, Relationship Management, Event Planning, Mutual Funds, Trading, Account Management, New Business Development, Financial Analysis, Strategic Planning, Finance, Strategy, Social Media, Call Center, Team Leadership, Microsoft Excel, Financial Services, Sales Process, CRM, Start-ups, Salesforce.com
Education
Miami University 1999 — 2003
Bachelor of Science (BS), Marketing
Lyons Township High School
Credit Suisse July 2012 - Present
Jump Rope, Inc. February 2012 - June 2012
Credit Suisse December 2005 - February 2012
Scudder Investments September 2003 - December 2005
Skills
Marketing, Relationship Management, Event Planning, Mutual Funds, Trading, Account Management, New Business Development, Financial Analysis, Strategic Planning, Finance, Strategy, Social Media, Call Center, Team Leadership, Microsoft Excel, Financial Services, Sales Process, CRM, Start-ups, Salesforce.com
Education
Miami University 1999 — 2003
Bachelor of Science (BS), Marketing
Lyons Township High School
Neda Kazemi's Credit Suisse Experience July 2015 - Present
Job Technical Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Meredith International Association August 2014 - April 2015
RHA August 2014 - April 2015
Meredith College Learning Center January 2013 - April 2015
Meredith College Admissions Office January 2012 - April 2015
Meredith International Association August 2013 - May 2014
Student Business Advisory Board (SBAB), School of Business, Meredith College August 2013 - May 2014
Meredith College Office of Financial Assistance September 2013 - January 2014
Afghan Institute for Strategic Studies (AISS) June 2013 - August 2013
United Nations October 2010 - May 2011
Skills
Economics, Translation, English, Training, Government, Accounting, Research, Administrative..., Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Teamwork, Data Analysis, Qualitative Research, Statistics, Program Management
Education
Meredith College 2011 — 2015
Bachelor of Science (B.S.), Mathematics
Credit Suisse July 2015 - Present
Meredith International Association August 2014 - April 2015
RHA August 2014 - April 2015
Meredith College Learning Center January 2013 - April 2015
Meredith College Admissions Office January 2012 - April 2015
Meredith International Association August 2013 - May 2014
Student Business Advisory Board (SBAB), School of Business, Meredith College August 2013 - May 2014
Meredith College Office of Financial Assistance September 2013 - January 2014
Afghan Institute for Strategic Studies (AISS) June 2013 - August 2013
United Nations October 2010 - May 2011
Skills
Economics, Translation, English, Training, Government, Accounting, Research, Administrative..., Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Teamwork, Data Analysis, Qualitative Research, Statistics, Program Management
Education
Meredith College 2011 — 2015
Bachelor of Science (B.S.), Mathematics
Patrick W. Murray's Credit Suisse Experience May 2008 - August 2008
Job Advisory Manager | M&A Transaction Services at Deloitte
Industry Financial Services
Experience
Deloitte June 2014 - Present
Deloitte September 2009 - June 2014
Credit Suisse May 2008 - August 2008
Tom Hall Construction October 2006 - November 2007
Adventures in Missions September 2005 - August 2006
Skills
Financial Statements, Financial Audits, Financial Analysis, Accounting, Financial Reporting, Auditing, Microsoft Excel, Internal Controls, Project Management, Microsoft Office, Sarbanes-Oxley Act, Microsoft Word, SEC filings, US GAAP, Financial Accounting
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
MS, Accountancy
Miami University 2001 — 2005
BS, Accountancy
Deloitte June 2014 - Present
Deloitte September 2009 - June 2014
Credit Suisse May 2008 - August 2008
Tom Hall Construction October 2006 - November 2007
Adventures in Missions September 2005 - August 2006
Skills
Financial Statements, Financial Audits, Financial Analysis, Accounting, Financial Reporting, Auditing, Microsoft Excel, Internal Controls, Project Management, Microsoft Office, Sarbanes-Oxley Act, Microsoft Word, SEC filings, US GAAP, Financial Accounting
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
MS, Accountancy
Miami University 2001 — 2005
BS, Accountancy
Keaton Fonvielle Keaton Fonvielle's Credit Suisse Experience July 2011 - November 2012
Job Systems Designer at PPD
Industry Pharmaceuticals
Experience
PPD April 2014 - Present
PPD November 2012 - March 2014
Credit Suisse July 2011 - November 2012
Ann Taylor LOFT October 2010 - May 2011
Credit Suisse June 2010 - August 2010
EXPRESS October 2008 - May 2010
Skills
Financial Analysis, Microsoft Office, PowerPoint, Business Analysis, Microsoft Excel, Team Building, Project Management, Analysis, Databases, Time Management, Management, Customer Service, Sales, Training, Software Documentation, Pharmaceutical Industry
Education
Meredith College 2007 — 2011
BS, Accounting
PPD April 2014 - Present
PPD November 2012 - March 2014
Credit Suisse July 2011 - November 2012
Ann Taylor LOFT October 2010 - May 2011
Credit Suisse June 2010 - August 2010
EXPRESS October 2008 - May 2010
Skills
Financial Analysis, Microsoft Office, PowerPoint, Business Analysis, Microsoft Excel, Team Building, Project Management, Analysis, Databases, Time Management, Management, Customer Service, Sales, Training, Software Documentation, Pharmaceutical Industry
Education
Meredith College 2007 — 2011
BS, Accounting
Priyal Pandya's Credit Suisse Experience June 2014 - Present
Job Business Analyst (Business Change Management) @ Credit Suisse
Industry Capital Markets
Experience
Credit Suisse June 2014 - Present
UnitedLex Corporation: Client Credit Suisse September 2012 - June 2014
Think Trade Inc November 2011 - October 2012
Ramada Inns and Suites December 2009 - October 2011
Rooms For Less October 2008 - November 2009
Skills
Auditing, Payroll, QuickBooks, Access, Analysis, Inventory Management, Budgets, Microsoft Excel, Customer Service, Business Analysis, Microsoft Office, Leadership, OCR, SAP MDM, Team Leadership, Business Development, Business Architecture, Capacity Planning, UAT coordination, Employee Training, Metrics Reporting, Business Process..., Process Optimization, Accounting, Financial Analysis, Strategy, Management, Data Analysis, Process Improvement, SDLC, Business Process, Testing, Business Process Design, Training, User Acceptance Testing
Education
Middle Tennessee State University 2010 — 2012
Master, Business Administration; Management, 3.45
Austin Peay State University, Tennessee 2006 — 2009
Bachelor's degree, Business Administration, Finance and Management, 3.35
Credit Suisse June 2014 - Present
UnitedLex Corporation: Client Credit Suisse September 2012 - June 2014
Think Trade Inc November 2011 - October 2012
Ramada Inns and Suites December 2009 - October 2011
Rooms For Less October 2008 - November 2009
Skills
Auditing, Payroll, QuickBooks, Access, Analysis, Inventory Management, Budgets, Microsoft Excel, Customer Service, Business Analysis, Microsoft Office, Leadership, OCR, SAP MDM, Team Leadership, Business Development, Business Architecture, Capacity Planning, UAT coordination, Employee Training, Metrics Reporting, Business Process..., Process Optimization, Accounting, Financial Analysis, Strategy, Management, Data Analysis, Process Improvement, SDLC, Business Process, Testing, Business Process Design, Training, User Acceptance Testing
Education
Middle Tennessee State University 2010 — 2012
Master, Business Administration; Management, 3.45
Austin Peay State University, Tennessee 2006 — 2009
Bachelor's degree, Business Administration, Finance and Management, 3.35
Tanya Bazooband Tanya Bazooband's Credit Suisse Experience January 2010 - Present
Job Project Manager at Credit Suisse
Industry Accounting
Experience
Credit Suisse January 2010 - Present
Credit Suisse January 2010 - January 2011
Voyager Systems Inc. October 2008 - January 2010
Credit Suisse June 2009 - August 2009
Skills
Customer Relations, Excel, PowerPoint, Microsoft Office, Account Management, Project Management, Management, Process Improvement, Outlook, Business Analysis, Team Leadership, Training, Marketing Strategy, Social Networking, Social Media, Social Media Marketing, Marketing Communications, Analysis, Customer Service, Data Analysis, Leadership, Microsoft Excel, Program Management
Education
Meredith College 2006 — 2009
B.S. Accounting
Credit Suisse January 2010 - Present
Credit Suisse January 2010 - January 2011
Voyager Systems Inc. October 2008 - January 2010
Credit Suisse June 2009 - August 2009
Skills
Customer Relations, Excel, PowerPoint, Microsoft Office, Account Management, Project Management, Management, Process Improvement, Outlook, Business Analysis, Team Leadership, Training, Marketing Strategy, Social Networking, Social Media, Social Media Marketing, Marketing Communications, Analysis, Customer Service, Data Analysis, Leadership, Microsoft Excel, Program Management
Education
Meredith College 2006 — 2009
B.S. Accounting
Calvin Lee Calvin Lee's Credit Suisse Experience July 2013 - August 2014
Job Strategic Growth & Business Development
Industry Retail
Experience
Phlint 2015 - Present
Credit Suisse July 2013 - August 2014
Cantor Fitzgerald March 2012 - June 2013
Morgan Stanley May 2010 - March 2012
JPMorgan Chase January 2007 - May 2010
Eaton Aerospace January 2006 - June 2006
University of Michigan August 2005 - December 2005
Skills
Cognos, QlikView, Minitab, VBA, Value Stream Mapping, Requirements Analysis, Process Improvement, Change Management, Statistics, Data Analysis, Lean Manufacturing, Visio, Access, Business Intelligence, Operations Management, Six Sigma, Toyota Production System, Variance Analysis, Reverse Engineering, Visual Basic, Business Analysis, Management, Financial Modeling, Securities, Business Process, Microsoft Excel, Financial Analysis, Microsoft Office, Project Management, Analysis
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Michigan 2004 — 2006
BSE, Operations Engineering
Michigan State University 2002 — 2004
Phlint 2015 - Present
Credit Suisse July 2013 - August 2014
Cantor Fitzgerald March 2012 - June 2013
Morgan Stanley May 2010 - March 2012
JPMorgan Chase January 2007 - May 2010
Eaton Aerospace January 2006 - June 2006
University of Michigan August 2005 - December 2005
Skills
Cognos, QlikView, Minitab, VBA, Value Stream Mapping, Requirements Analysis, Process Improvement, Change Management, Statistics, Data Analysis, Lean Manufacturing, Visio, Access, Business Intelligence, Operations Management, Six Sigma, Toyota Production System, Variance Analysis, Reverse Engineering, Visual Basic, Business Analysis, Management, Financial Modeling, Securities, Business Process, Microsoft Excel, Financial Analysis, Microsoft Office, Project Management, Analysis
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Michigan 2004 — 2006
BSE, Operations Engineering
Michigan State University 2002 — 2004
Andrea Burris's Credit Suisse Experience July 2011 - August 2014
Job Administrative Assistant at SINE WALL, LLC
Industry Civil Engineering
Experience
Credit Suisse July 2011 - August 2014
Skills
Requirements Gathering, SDLC, Organizational..., Creativity, Friendly Personality, Microsoft Office, Event Planning, Team Leadership, Analysis
Education
Meredith College 2007 — 2011
Bachelor of Arts (BA), Economics
Credit Suisse July 2011 - August 2014
Skills
Requirements Gathering, SDLC, Organizational..., Creativity, Friendly Personality, Microsoft Office, Event Planning, Team Leadership, Analysis
Education
Meredith College 2007 — 2011
Bachelor of Arts (BA), Economics
Bill Sommerschield Bill Sommerschield's Credit Suisse Experience January 2006 - July 2008
Job Vice President at Keystone Capital, Inc.
Industry Venture Capital & Private Equity
Experience
Keystone Capital, Inc. October 2014 - Present
Lake Capital July 2012 - October 2014
Morgan Stanley March 2011 - July 2012
WONDER, LLC September 2008 - March 2011
Credit Suisse January 2006 - July 2008
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Due Diligence, Mergers, Venture Capital, Corporate Development, Investment Banking, Corporate Finance, Investments, Business Strategy
Education
Miami University 2001 — 2005
BA Finance, Finance, Entrepreneurship
Keystone Capital, Inc. October 2014 - Present
Lake Capital July 2012 - October 2014
Morgan Stanley March 2011 - July 2012
WONDER, LLC September 2008 - March 2011
Credit Suisse January 2006 - July 2008
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Due Diligence, Mergers, Venture Capital, Corporate Development, Investment Banking, Corporate Finance, Investments, Business Strategy
Education
Miami University 2001 — 2005
BA Finance, Finance, Entrepreneurship
Christopher Dammeyer Christopher Dammeyer's Credit Suisse Experience December 2009 - January 2010
Job Medical Student at Mercer University School of Medicine
Industry Medical Practice
Experience
Emergency Medicine Scribe Systems January 2012 - December 2012
Credit Suisse December 2009 - January 2010
Credit Suisse May 2009 - August 2009
Skills
Public Speaking, Management, Leadership, PowerPoint, Healthcare, Microsoft Word, Medical Terminology, Microsoft Office, Data Analysis
Education
Mercer University School of Medicine 2013 — 2017
Doctor of Medicine (MD)
University of Georgia - Terry College of Business 2007 — 2011
Finance, Pre-Medical Studies
Emergency Medicine Scribe Systems January 2012 - December 2012
Credit Suisse December 2009 - January 2010
Credit Suisse May 2009 - August 2009
Skills
Public Speaking, Management, Leadership, PowerPoint, Healthcare, Microsoft Word, Medical Terminology, Microsoft Office, Data Analysis
Education
Mercer University School of Medicine 2013 — 2017
Doctor of Medicine (MD)
University of Georgia - Terry College of Business 2007 — 2011
Finance, Pre-Medical Studies
Gabriel Eyde Gabriel Eyde's Credit Suisse Experience February 2013 - March 2015
Job Hedging Analyst at Chatham Financial
Industry Financial Services
Experience
Chatham Financial March 2015 - Present
Credit Suisse February 2013 - March 2015
Credit Suisse June 2011 - August 2012
We-Vow January 2012 - May 2012
Club Meridian Apartments May 2008 - June 2011
Skills
Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Portfolio Management, Management, Microsoft Word, Financial Analysis, Financial Reporting, Asset Management, Financial Modeling, Bloomberg Terminal, Series 7, Series 66
Education
Michigan State University 2008 — 2012
BA, Finance
Chatham Financial March 2015 - Present
Credit Suisse February 2013 - March 2015
Credit Suisse June 2011 - August 2012
We-Vow January 2012 - May 2012
Club Meridian Apartments May 2008 - June 2011
Skills
Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Portfolio Management, Management, Microsoft Word, Financial Analysis, Financial Reporting, Asset Management, Financial Modeling, Bloomberg Terminal, Series 7, Series 66
Education
Michigan State University 2008 — 2012
BA, Finance
Laurie Reeves's Credit Suisse Experience June 2008 - August 2008
Job Systems Support Librarian at State Library of North Carolina
Industry Libraries
Experience
State Library of North Carolina July 2013 - Present
University of North Carolina at Chapel Hill December 2011 - June 2013
Meredith College July 2011 - November 2011
US EPA July 2011 - October 2011
Meredith College January 2011 - May 2011
US EPA January 2010 - May 2011
Vertical Solutions, Inc July 2009 - December 2009
Credit Suisse June 2008 - August 2008
Meredith College August 2005 - May 2006
Time Warner Cable June 2005 - August 2005
Skills
Library Science, Virtual Reference, Information Literacy, Library Instruction, Collection Development, Mathematics, Java, JavaScript, PHP, MySQL, Outstanding..., Academic Libraries, Microsoft Office, Library, Databases, Library Reference, Interlibrary Loan, Serials Management, Library Research, Information Management
Education
University of North Carolina at Chapel Hill 2009 — 2011
MS, Library Science
Meredith College 2005 — 2009
BA & BS, Mathematics & Computer Science
State Library of North Carolina July 2013 - Present
University of North Carolina at Chapel Hill December 2011 - June 2013
Meredith College July 2011 - November 2011
US EPA July 2011 - October 2011
Meredith College January 2011 - May 2011
US EPA January 2010 - May 2011
Vertical Solutions, Inc July 2009 - December 2009
Credit Suisse June 2008 - August 2008
Meredith College August 2005 - May 2006
Time Warner Cable June 2005 - August 2005
Skills
Library Science, Virtual Reference, Information Literacy, Library Instruction, Collection Development, Mathematics, Java, JavaScript, PHP, MySQL, Outstanding..., Academic Libraries, Microsoft Office, Library, Databases, Library Reference, Interlibrary Loan, Serials Management, Library Research, Information Management
Education
University of North Carolina at Chapel Hill 2009 — 2011
MS, Library Science
Meredith College 2005 — 2009
BA & BS, Mathematics & Computer Science
Amy Powell Amy Powell's Credit Suisse Experience October 2014 - Present
Job Recruitment Buisness Partner at Alexander Mann at Credit Suisse
Industry Human Resources
Experience
Credit Suisse October 2014 - Present
SAS July 2010 - October 2014
AllscriptsMisys August 2009 - July 2010
Fidelity Investments September 2007 - December 2008
Wachovia September 2002 - August 2007
Jasper's Great American Eatery 1999 - 2006
Jasper's Great American Eatery 1999 - 2006
IBM 1999 - 2001
Skills
Recruiting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Interviews, Internet Recruiting, Sourcing, Employee Relations, College Recruiting, Screening, Human Resources, HRIS, Employee Engagement, Talent Management, Cold Calling, Employee Benefits, Screening Resumes, Vendor Management, Executive Search, New Hire Orientations, SDLC, Temporary Placement, Management, Hiring, Program Management, Payroll, Strategy, Training, Temporary Staffing, Leadership, Consulting, Contract Recruitment, CRM, Performance Management, Time Management, Onboarding, Benefits Negotiation, SaaS, Employer Branding, Taleo, Customer Retention, Background Checks, Personnel Management, Recruitment Advertising, PeopleSoft, Workforce Planning
Education
Meredith College
BA, Political Science
St. Mary's
Associate's degree
Credit Suisse October 2014 - Present
SAS July 2010 - October 2014
AllscriptsMisys August 2009 - July 2010
Fidelity Investments September 2007 - December 2008
Wachovia September 2002 - August 2007
Jasper's Great American Eatery 1999 - 2006
Jasper's Great American Eatery 1999 - 2006
IBM 1999 - 2001
Skills
Recruiting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Interviews, Internet Recruiting, Sourcing, Employee Relations, College Recruiting, Screening, Human Resources, HRIS, Employee Engagement, Talent Management, Cold Calling, Employee Benefits, Screening Resumes, Vendor Management, Executive Search, New Hire Orientations, SDLC, Temporary Placement, Management, Hiring, Program Management, Payroll, Strategy, Training, Temporary Staffing, Leadership, Consulting, Contract Recruitment, CRM, Performance Management, Time Management, Onboarding, Benefits Negotiation, SaaS, Employer Branding, Taleo, Customer Retention, Background Checks, Personnel Management, Recruitment Advertising, PeopleSoft, Workforce Planning
Education
Meredith College
BA, Political Science
St. Mary's
Associate's degree
Nam S. Cho Nam S. Cho's Credit Suisse Experience February 2006 - May 2008
Job Consultant
Industry Information Technology and Services
Experience
Rebar Systems, LLC November 2013 - Present
Merrill Lynch April 2012 - November 2013
Morgan Stanley May 2011 - April 2012
NASDAQ OMX April 2010 - May 2011
KPMG October 2008 - April 2010
Credit Suisse February 2006 - May 2008
Wang Trading LLC. 2003 - 2006
Ameritrade 2000 - 2003
Graphnet 1999 - 2000
Sprint Nextel 1996 - 1999
Skills
Market Data, Electronic Trading, Proprietary Trading, Hedge Funds, High Frequency Trading, Investment Banking, Trading Systems, Exchange Connectivity, Low Latency, Equities, Derivatives, Financial Markets, Fixed Income, Risk Management, Equity Trading
Education
Michigan State University 1992 — 1996
Computer Science
Rebar Systems, LLC November 2013 - Present
Merrill Lynch April 2012 - November 2013
Morgan Stanley May 2011 - April 2012
NASDAQ OMX April 2010 - May 2011
KPMG October 2008 - April 2010
Credit Suisse February 2006 - May 2008
Wang Trading LLC. 2003 - 2006
Ameritrade 2000 - 2003
Graphnet 1999 - 2000
Sprint Nextel 1996 - 1999
Skills
Market Data, Electronic Trading, Proprietary Trading, Hedge Funds, High Frequency Trading, Investment Banking, Trading Systems, Exchange Connectivity, Low Latency, Equities, Derivatives, Financial Markets, Fixed Income, Risk Management, Equity Trading
Education
Michigan State University 1992 — 1996
Computer Science
Lauren Powell Lauren Powell's Credit Suisse Experience June 2013 - Present
Job Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2013 - Present
Cranfill Sumner & Hartzog LLP January 2013 - August 2013
Whole Foods Market June 2012 - June 2013
Meredith College August 2008 - May 2013
American Marketing Association 2012 - 2013
RE/MAX January 2004 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, PAWS, ISPSS, Google Analytics, Networking, Data Entry, Analytics, Business Development, Marketing Research, Organization, Jack of many trades, Technology, Management, Leadership, Advertising, Time Management
Education
Meredith College 2008 — 2013
Bachelor of Arts (B.A.), International Studies and Business
Northwood High School 2004 — 2008
Credit Suisse June 2013 - Present
Cranfill Sumner & Hartzog LLP January 2013 - August 2013
Whole Foods Market June 2012 - June 2013
Meredith College August 2008 - May 2013
American Marketing Association 2012 - 2013
RE/MAX January 2004 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, PAWS, ISPSS, Google Analytics, Networking, Data Entry, Analytics, Business Development, Marketing Research, Organization, Jack of many trades, Technology, Management, Leadership, Advertising, Time Management
Education
Meredith College 2008 — 2013
Bachelor of Arts (B.A.), International Studies and Business
Northwood High School 2004 — 2008
Gisemonde Saint-Fort, MBA Gisemonde Saint-Fort, MBA's Credit Suisse Experience July 2007 - September 2008
Job Accounting Reporting & Analytics
Industry Financial Services
Experience
MetLife June 2015 - Present
Meredith College School of Business January 2013 - May 2015
Dex One September 2008 - September 2013
Credit Suisse July 2007 - September 2008
Avaya February 2006 - August 2006
Brown Brothers Harriman October 2003 - February 2006
State Street August 2003 - October 2003
Education
Meredith College 2013 — 2015
MBA, Business Administration and Management
Rutgers University 1999 — 2003
Bachelor of Science (BS), Finance
MetLife June 2015 - Present
Meredith College School of Business January 2013 - May 2015
Dex One September 2008 - September 2013
Credit Suisse July 2007 - September 2008
Avaya February 2006 - August 2006
Brown Brothers Harriman October 2003 - February 2006
State Street August 2003 - October 2003
Education
Meredith College 2013 — 2015
MBA, Business Administration and Management
Rutgers University 1999 — 2003
Bachelor of Science (BS), Finance
Aaron (A.J.) Kramer Aaron (A.J.) Kramer's Credit Suisse Experience July 2011 - October 2012
Job TD Bank VP, Commercial Relationship Manager
Industry Banking
Experience
TD Bank October 2012 - Present
Credit Suisse July 2011 - October 2012
Jenkins College of Management August 2009 - May 2011
Square 1 Bank June 2008 - July 2009
Square 1 Bank January 2007 - May 2008
Driveway Games Company, LLC. January 2004 - December 2006
Skills
Start-ups, Financial Analysis, Management, Portfolio Management, Financial Modeling, Hedge Funds, Valuation, Private Equity, Banking
Education
North Carolina State University - College of Management 2009 — 2011
MBA, Finance / Entrepreneurship
Miami University 2000 — 2004
BS, Finance / Entrepreneurship
TD Bank October 2012 - Present
Credit Suisse July 2011 - October 2012
Jenkins College of Management August 2009 - May 2011
Square 1 Bank June 2008 - July 2009
Square 1 Bank January 2007 - May 2008
Driveway Games Company, LLC. January 2004 - December 2006
Skills
Start-ups, Financial Analysis, Management, Portfolio Management, Financial Modeling, Hedge Funds, Valuation, Private Equity, Banking
Education
North Carolina State University - College of Management 2009 — 2011
MBA, Finance / Entrepreneurship
Miami University 2000 — 2004
BS, Finance / Entrepreneurship
Candace Watts Candace Watts's Credit Suisse Experience December 2014 - Present
Job AVP/Client Operations at Credit Suisse
Industry Banking
Experience
Credit Suisse December 2014 - Present
Hatteras Funds April 2014 - December 2014
First Citizens Bank September 2011 - April 2014
First Citizens Bank October 2009 - September 2011
Whirlpool Corporation April 2008 - October 2009
ParkTrust Development - Marymont Springs April 2007 - March 2008
Centex Homes August 2006 - April 2007
Skills
PowerPoint, Marketing, Outlook, Leadership, Sales, Microsoft Word, Salesforce.com, Microsoft Excel, Management, Sales Operations, Financial Analysis, Sales Management, Customer Service, Microsoft Office, Business Planning, Banking, Customer Satisfaction, Account Management, Time Management, Training
Education
Middle Tennessee State University 2002 — 2006
Bachelor of Arts (B.A.), Marketing
Credit Suisse December 2014 - Present
Hatteras Funds April 2014 - December 2014
First Citizens Bank September 2011 - April 2014
First Citizens Bank October 2009 - September 2011
Whirlpool Corporation April 2008 - October 2009
ParkTrust Development - Marymont Springs April 2007 - March 2008
Centex Homes August 2006 - April 2007
Skills
PowerPoint, Marketing, Outlook, Leadership, Sales, Microsoft Word, Salesforce.com, Microsoft Excel, Management, Sales Operations, Financial Analysis, Sales Management, Customer Service, Microsoft Office, Business Planning, Banking, Customer Satisfaction, Account Management, Time Management, Training
Education
Middle Tennessee State University 2002 — 2006
Bachelor of Arts (B.A.), Marketing
Corey Whisner Corey Whisner's Credit Suisse Experience July 2004 - May 2008
Job Partner at Rotunda Capital Partners
Industry Venture Capital & Private Equity
Experience
Rotunda Capital Partners January 2013 - Present
Thoma Bravo May 2008 - December 2012
Credit Suisse July 2004 - May 2008
Citi May 1999 - July 2004
NBD Bank 1992 - 1996
Skills
Due Diligence, Mergers, Private Equity, Venture Capital, Business Planning, Valuation, Mergers & Acquisitions, LBO, Investments, Capital Markets, Strategy, Leveraged Finance, Financial Analysis, M&A experience, Investment Banking, Corporate Finance
Education
University of Chicago Graduate School of Business 1996 — 1998
MBA, Finance and Strategy
Miami University 1988 — 1992
BS, Business Administration
Rotunda Capital Partners January 2013 - Present
Thoma Bravo May 2008 - December 2012
Credit Suisse July 2004 - May 2008
Citi May 1999 - July 2004
NBD Bank 1992 - 1996
Skills
Due Diligence, Mergers, Private Equity, Venture Capital, Business Planning, Valuation, Mergers & Acquisitions, LBO, Investments, Capital Markets, Strategy, Leveraged Finance, Financial Analysis, M&A experience, Investment Banking, Corporate Finance
Education
University of Chicago Graduate School of Business 1996 — 1998
MBA, Finance and Strategy
Miami University 1988 — 1992
BS, Business Administration
Eric Sevillia Eric Sevillia's Credit Suisse Experience April 2011 - July 2011
Job Cross Borders Mergers & Acquisitions Advisory Latin America and Europe at Athelera
Industry Financial Services
Experience
Athelera July 2011 - Present
Financiers Without Borders October 2009 - Present
Credit Suisse April 2011 - July 2011
Anvil Advisors January 2010 - April 2011
Aleutian Capital Partners August 2008 - January 2010
Oppenheimer & Co. November 2007 - February 2008
Merrill Lynch May 2007 - August 2007
Skills
Entrepreneurship, Economics, Investment Banking, Valuation, Private Equity, Latin America, Corporate Finance, Venture Capital, Spanish, Financial Modeling, Investments, Emerging Markets, Mergers & Acquisitions, M&A experience, Analysis, Asset Management, LBO, Finance, Financial Analysis, Capital Markets, Due Diligence, Corporate Development, Business Valuation, Bloomberg, Financial Structuring, Structured Finance, DCF, Derivatives, Equity Valuation, Private Placements, Restructuring, Equities, Project Finance, M, Hedge Funds, Leveraged Finance, Alternative Investments, M&A analysis
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Bachelor of Science (B.S.), Economics and Finance
Miami Dade College 2004 — 2006
Associate in Arts, Economics
Athelera July 2011 - Present
Financiers Without Borders October 2009 - Present
Credit Suisse April 2011 - July 2011
Anvil Advisors January 2010 - April 2011
Aleutian Capital Partners August 2008 - January 2010
Oppenheimer & Co. November 2007 - February 2008
Merrill Lynch May 2007 - August 2007
Skills
Entrepreneurship, Economics, Investment Banking, Valuation, Private Equity, Latin America, Corporate Finance, Venture Capital, Spanish, Financial Modeling, Investments, Emerging Markets, Mergers & Acquisitions, M&A experience, Analysis, Asset Management, LBO, Finance, Financial Analysis, Capital Markets, Due Diligence, Corporate Development, Business Valuation, Bloomberg, Financial Structuring, Structured Finance, DCF, Derivatives, Equity Valuation, Private Placements, Restructuring, Equities, Project Finance, M, Hedge Funds, Leveraged Finance, Alternative Investments, M&A analysis
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Bachelor of Science (B.S.), Economics and Finance
Miami Dade College 2004 — 2006
Associate in Arts, Economics
Shellie (Marshall) Pressley Shellie (Marshall) Pressley's Credit Suisse Experience July 2013 - April 2014
Job Payments Analyst at Clintrax Global, Inc.
Industry Financial Services
Experience
Clintrax Global, Inc. April 2015 - Present
Clintrax Global, Inc. April 2014 - March 2015
Credit Suisse July 2013 - April 2014
Meredith College January 2013 - July 2013
Meredith College December 2012 - July 2013
Meredith College August 2010 - July 2013
Credit Suisse June 2012 - August 2012
Environmental Defense Fund January 2012 - May 2012
Meredith College August 2011 - May 2012
The Beanstalk Journey May 2010 - August 2011
Skills
Event Planning, PowerPoint, Research, Microsoft Office, Microsoft Excel, Public Speaking, Data Analysis, Microsoft Word, Social Media, Customer Service, Outlook, Teamwork, Economics, Fundraising, Non-profits, Public Relations, Critical Thinking, Time Management, Spanish, Financial Analysis
Education
Meredith College 2009 — 2012
Bachelor of Science (BS), Business Administration and Economics
Clintrax Global, Inc. April 2015 - Present
Clintrax Global, Inc. April 2014 - March 2015
Credit Suisse July 2013 - April 2014
Meredith College January 2013 - July 2013
Meredith College December 2012 - July 2013
Meredith College August 2010 - July 2013
Credit Suisse June 2012 - August 2012
Environmental Defense Fund January 2012 - May 2012
Meredith College August 2011 - May 2012
The Beanstalk Journey May 2010 - August 2011
Skills
Event Planning, PowerPoint, Research, Microsoft Office, Microsoft Excel, Public Speaking, Data Analysis, Microsoft Word, Social Media, Customer Service, Outlook, Teamwork, Economics, Fundraising, Non-profits, Public Relations, Critical Thinking, Time Management, Spanish, Financial Analysis
Education
Meredith College 2009 — 2012
Bachelor of Science (BS), Business Administration and Economics
William Ernest William Ernest's Credit Suisse Experience March 2004 - January 2009
Job Managing Director at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas August 2015 - Present
Wells Fargo Securities March 2010 - August 2015
Credit Suisse March 2004 - January 2009
Bank of America Merrill Lynch October 2002 - March 2004
Skills
Financial Sponsors, Leveraged Finance, equity capital markets, Mergers, Corporate Finance, Credit Analysis, Capital Markets, Investment Banking, Structured Finance
Education
Yale University - Yale School of Management 1999 — 2001
Masters in Business Administration
Miami University 1990 — 1994
Bachelor Of Science, Manufacturing Engineering
BNP Paribas August 2015 - Present
Wells Fargo Securities March 2010 - August 2015
Credit Suisse March 2004 - January 2009
Bank of America Merrill Lynch October 2002 - March 2004
Skills
Financial Sponsors, Leveraged Finance, equity capital markets, Mergers, Corporate Finance, Credit Analysis, Capital Markets, Investment Banking, Structured Finance
Education
Yale University - Yale School of Management 1999 — 2001
Masters in Business Administration
Miami University 1990 — 1994
Bachelor Of Science, Manufacturing Engineering
Simon Ok's Credit Suisse Experience July 2003 - June 2006
Job Vice President at Lexington Partners
Industry Investment Management
Experience
Lexington Partners July 2010 - Present
Lexington Partners July 2006 - June 2008
Credit Suisse July 2003 - June 2006
Skills
LBO, Financial Modeling, Valuation, Private Equity, Investment Banking
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
McGill University 2000 — 2003
B. Com, Finance
Lexington Partners July 2010 - Present
Lexington Partners July 2006 - June 2008
Credit Suisse July 2003 - June 2006
Skills
LBO, Financial Modeling, Valuation, Private Equity, Investment Banking
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
McGill University 2000 — 2003
B. Com, Finance
Amy Nichols Amy Nichols's Credit Suisse Experience 1999 - 2002
Job
Industry Marketing and Advertising
Experience
The Information May 2015 - Present
Amy Nichols Special Events 2005 - Present
VentureBeat September 2013 - May 2015
Zynga May 2012 - June 2013
InMobi September 2011 - May 2012
Charles Schwab October 2008 - April 2011
Williams-Sonoma, Inc January 2006 - October 2008
JPMorgan Chase May 2003 - December 2005
Donaldson, Lufkin & Jenrette May 1999 - April 2002
Credit Suisse 1999 - 2002
Skills
Cross-functional Team..., Integrated Marketing, Marketing Strategy, Marketing, Marketing Communications, Social Media Marketing, Project Management, Social Media, Brand Management, Product Marketing, Business Development, Advertising, Marketing Management, Leadership, Event Planning, Event Management, Corporate Events, Coordinating Events, Public Relations, Management, Internal Communications, Training, Budgets, Program Management, Newsletters
Education
Middlebury College 1993 — 1997
BA, American Literature & Spanish
The Cate School 1989 — 1993
High School Diploma
The Information May 2015 - Present
Amy Nichols Special Events 2005 - Present
VentureBeat September 2013 - May 2015
Zynga May 2012 - June 2013
InMobi September 2011 - May 2012
Charles Schwab October 2008 - April 2011
Williams-Sonoma, Inc January 2006 - October 2008
JPMorgan Chase May 2003 - December 2005
Donaldson, Lufkin & Jenrette May 1999 - April 2002
Credit Suisse 1999 - 2002
Skills
Cross-functional Team..., Integrated Marketing, Marketing Strategy, Marketing, Marketing Communications, Social Media Marketing, Project Management, Social Media, Brand Management, Product Marketing, Business Development, Advertising, Marketing Management, Leadership, Event Planning, Event Management, Corporate Events, Coordinating Events, Public Relations, Management, Internal Communications, Training, Budgets, Program Management, Newsletters
Education
Middlebury College 1993 — 1997
BA, American Literature & Spanish
The Cate School 1989 — 1993
High School Diploma
Kyra Young Kyra Young's Credit Suisse Experience July 2007 - October 2014
Job Experienced Graphic Designer ● Email Marketing ● Application Support ● Volunteer
Industry Banking
Experience
iContact December 2012 - Present
Credit Suisse July 2007 - October 2014
Skills
Graphic Design, Graphics, Adobe Creative Suite, Editing, Photography, Layout, Custom Map Production, Photoshop, InDesign, Advertising, Brochures, Illustrator, HTML emails, MapInfo Professional, Adobe Acrobat, Microsoft Office, Web Design, Email Marketing, HTML, CSS, Corporate Branding, Digital Photography, Newsletters, Typography, Business Cards, Flyers, Pre-press, Image Manipulation
Education
Meredith College 2004 — 2008
Bachelor's Degree, Graphic Design
Wake Technical Community College
iContact December 2012 - Present
Credit Suisse July 2007 - October 2014
Skills
Graphic Design, Graphics, Adobe Creative Suite, Editing, Photography, Layout, Custom Map Production, Photoshop, InDesign, Advertising, Brochures, Illustrator, HTML emails, MapInfo Professional, Adobe Acrobat, Microsoft Office, Web Design, Email Marketing, HTML, CSS, Corporate Branding, Digital Photography, Newsletters, Typography, Business Cards, Flyers, Pre-press, Image Manipulation
Education
Meredith College 2004 — 2008
Bachelor's Degree, Graphic Design
Wake Technical Community College
Kamil Barre Kamil Barre's Credit Suisse Experience May 2015 - May 2015
Job Summer Intern at EY
Industry Financial Services
Experience
EY May 2015 - August 2015
Sponsors for Educational Opportunity March 2015 - August 2015
MBA JumpStart July 2015 - July 2015
Credit Suisse May 2015 - May 2015
Wells Fargo Securities November 2014 - November 2014
Deloitte August 2014 - August 2014
KPMG August 2014 - August 2014
Delphi July 2012 - August 2014
Skills
Team Building, Forecasting, Market Research, Account Management, SAP, Public Speaking, Financial Analysis, Data Analysis, Accounting, Finance, Research, Sales, Leadership, PowerPoint, Time Management, Photoshop, Microsoft Word, Management
Education
Michigan State University 2014 — 2017
Bachelor's Degree, Finance
EY May 2015 - August 2015
Sponsors for Educational Opportunity March 2015 - August 2015
MBA JumpStart July 2015 - July 2015
Credit Suisse May 2015 - May 2015
Wells Fargo Securities November 2014 - November 2014
Deloitte August 2014 - August 2014
KPMG August 2014 - August 2014
Delphi July 2012 - August 2014
Skills
Team Building, Forecasting, Market Research, Account Management, SAP, Public Speaking, Financial Analysis, Data Analysis, Accounting, Finance, Research, Sales, Leadership, PowerPoint, Time Management, Photoshop, Microsoft Word, Management
Education
Michigan State University 2014 — 2017
Bachelor's Degree, Finance
Andrew Moussa, CFA's Credit Suisse Experience May 2011 - May 2013
Job CoFounder & CEO at Sprked
Industry Internet
Experience
Sprked July 2014 - Present
Imperium Denim May 2013 - Present
Credit Suisse May 2011 - May 2013
National Bank Financial June 2010 - December 2010
Canaccord Adams June 2009 - May 2010
Lynx Trading May 2008 - May 2009
Education
CFA Institute
Charterholder
McGill University - Desautels Faculty of Management 2005 — 2008
Bachelor of Commerce (BCom), Finance
Sprked July 2014 - Present
Imperium Denim May 2013 - Present
Credit Suisse May 2011 - May 2013
National Bank Financial June 2010 - December 2010
Canaccord Adams June 2009 - May 2010
Lynx Trading May 2008 - May 2009
Education
CFA Institute
Charterholder
McGill University - Desautels Faculty of Management 2005 — 2008
Bachelor of Commerce (BCom), Finance
Ashley D. Irvin's Credit Suisse Experience September 2013 - March 2014
Job Director of Recruitment and Selection at Northwestern Mutual
Industry Human Resources
Experience
Northwestern Mutual April 2014 - Present
Credit Suisse September 2013 - March 2014
Young Life's Windy Gap May 2012 - August 2013
Young Life November 2009 - May 2012
Skills
Leadership, Team Building, Leadership Development, Research, Public Speaking, Time Management, Microsoft Office, PowerPoint
Education
Meredith College 2008 — 2012
BS- Business Administration, Minors- Human Resource Management & Psychology
Grimsley High School
Northwestern Mutual April 2014 - Present
Credit Suisse September 2013 - March 2014
Young Life's Windy Gap May 2012 - August 2013
Young Life November 2009 - May 2012
Skills
Leadership, Team Building, Leadership Development, Research, Public Speaking, Time Management, Microsoft Office, PowerPoint
Education
Meredith College 2008 — 2012
BS- Business Administration, Minors- Human Resource Management & Psychology
Grimsley High School
Barbara Kotei Barbara Kotei's Credit Suisse Experience June 2015 - August 2015
Job Equity Research Summer Analyst at Credit Suisse
Industry Financial Services
Experience
Michigan State University September 2015 - Present
Credit Suisse June 2015 - August 2015
Opportunity International May 2014 - July 2014
Michigan State University African Students Union May 2013 - May 2014
Databank Financial Services Ltd June 2011 - August 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Economics, Leadership, Research
Education
Michigan State University 2012 — 2016
Bachelor's Degree, Economics B.A. and Pre-Med
African Leadership Academy 2010 — 2012
High School, Chemistry, Biology, Mathematics, French
Michigan State University September 2015 - Present
Credit Suisse June 2015 - August 2015
Opportunity International May 2014 - July 2014
Michigan State University African Students Union May 2013 - May 2014
Databank Financial Services Ltd June 2011 - August 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Economics, Leadership, Research
Education
Michigan State University 2012 — 2016
Bachelor's Degree, Economics B.A. and Pre-Med
African Leadership Academy 2010 — 2012
High School, Chemistry, Biology, Mathematics, French
Rebecca Freund Rebecca Freund's Credit Suisse Experience January 2008 - June 2011
Job Brainfuse Writing Tutor
Industry E-Learning
Experience
BRAINFUSE September 2013 - Present
Ashford University January 2013 - August 2013
The Destination Manager, L.C. December 2011 - July 2012
Credit Suisse January 2008 - June 2011
Credit Suisse February 2007 - December 2007
North Fork Bank 2005 - 2007
Nassau Broadcasting 2000 - 2001
Skills
Microsoft programs, Public Relations, Sales, Equities, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Database Administration, Project Management, Microsoft Technologies, Human Resources, Event Planning, Event Management, Marketing, Social Networking, Social Media Marketing, Team Building, Marketing Communications, Organizational..., Nonprofits, Editing, Hospitality, Corporate Events
Education
Rider University 2000 — 2002
BA, Journalism and Public Relations
Mercer County Community College 1998 — 2000
BRAINFUSE September 2013 - Present
Ashford University January 2013 - August 2013
The Destination Manager, L.C. December 2011 - July 2012
Credit Suisse January 2008 - June 2011
Credit Suisse February 2007 - December 2007
North Fork Bank 2005 - 2007
Nassau Broadcasting 2000 - 2001
Skills
Microsoft programs, Public Relations, Sales, Equities, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Database Administration, Project Management, Microsoft Technologies, Human Resources, Event Planning, Event Management, Marketing, Social Networking, Social Media Marketing, Team Building, Marketing Communications, Organizational..., Nonprofits, Editing, Hospitality, Corporate Events
Education
Rider University 2000 — 2002
BA, Journalism and Public Relations
Mercer County Community College 1998 — 2000
Stephen Issleib Stephen Issleib's Credit Suisse Experience May 1993 - March 1999
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 1999 - Present
Credit Suisse May 1993 - March 1999
Merrill Lynch July 1986 - February 1993
Education
The Ohio State University Fisher College of Business 1982 — 1984
MBA, Finance
Miami University 1978 — 1982
BS, Accounting
Northwestern Mutual March 1999 - Present
Credit Suisse May 1993 - March 1999
Merrill Lynch July 1986 - February 1993
Education
The Ohio State University Fisher College of Business 1982 — 1984
MBA, Finance
Miami University 1978 — 1982
BS, Accounting
Stephen Ponak Stephen Ponak's Credit Suisse Experience January 1995 - 1998
Job Managing Director at Touax
Industry Transportation/Trucking/Railroad
Experience
Touax January 2005 - Present
Credit Suisse January 1995 - 1998
Scotiabank 1987 - 1992
Education
John Molson School of Business at Concordia 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
McGill University 1980 — 1983
Bachelor's Degree, Labor and Industrial Relations and Economics
Touax January 2005 - Present
Credit Suisse January 1995 - 1998
Scotiabank 1987 - 1992
Education
John Molson School of Business at Concordia 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
McGill University 1980 — 1983
Bachelor's Degree, Labor and Industrial Relations and Economics
Vince Catino's Credit Suisse Experience June 2015 - Present
Job Biotech Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2015 - Present
Deloitte July 2011 - May 2015
Miami University August 2008 - May 2012
Security National Automotive Acceptance Corp. July 2010 - September 2010
Skills
Accounting, Leadership, Customer Service, Cash Flow, Research, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Data Analysis, Financial Analysis, Event Planning, Time Management, External Audit, Financial Reporting, Financial Accounting, Connecting People, Making Connections, Communication Skills, Team Building, Communication
Education
Miami University 2008 — 2012
Bachelor of Science (B.S.), Accounting/Entrepreneurship
Miami University 2008 — 2012
Accounting and Finance
Credit Suisse June 2015 - Present
Deloitte July 2011 - May 2015
Miami University August 2008 - May 2012
Security National Automotive Acceptance Corp. July 2010 - September 2010
Skills
Accounting, Leadership, Customer Service, Cash Flow, Research, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Data Analysis, Financial Analysis, Event Planning, Time Management, External Audit, Financial Reporting, Financial Accounting, Connecting People, Making Connections, Communication Skills, Team Building, Communication
Education
Miami University 2008 — 2012
Bachelor of Science (B.S.), Accounting/Entrepreneurship
Miami University 2008 — 2012
Accounting and Finance
Connor McInerney's Credit Suisse Experience June 2012 - August 2012
Job Student at Middlebury College
Industry Banking
Experience
J.P. Morgan May 2013 - August 2013
Credit Suisse June 2012 - August 2012
RPX Corporation June 2011 - August 2011
Camp Crosse June 2009 - June 2009
Skills
PowerPoint, Social Media, Asset Allocation, Adobe Acrobat, Portfolio Performance..., Prospect Research, Microsoft Excel, Modeling Portfolios, Synergies, High Net Worth..., Private Banking
Education
Middlebury College 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Junior
Deerfield Academy 2006 — 2010
J.P. Morgan May 2013 - August 2013
Credit Suisse June 2012 - August 2012
RPX Corporation June 2011 - August 2011
Camp Crosse June 2009 - June 2009
Skills
PowerPoint, Social Media, Asset Allocation, Adobe Acrobat, Portfolio Performance..., Prospect Research, Microsoft Excel, Modeling Portfolios, Synergies, High Net Worth..., Private Banking
Education
Middlebury College 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Junior
Deerfield Academy 2006 — 2010
Michael Zaremski Michael Zaremski's Credit Suisse Experience April 2007 - March 2014
Job Equity Research Analyst at Credit Suisse
Industry Investment Banking
Experience
Balyasny Asset Management L.P. March 2014 - Present
Credit Suisse April 2007 - March 2014
Brown Brothers Harriman 2005 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing
Education
Michigan State University
Bachelor of Arts (BA), Finance
Balyasny Asset Management L.P. March 2014 - Present
Credit Suisse April 2007 - March 2014
Brown Brothers Harriman 2005 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing
Education
Michigan State University
Bachelor of Arts (BA), Finance
Will Sipe's Credit Suisse Experience June 2013 - August 2013
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Credit Suisse June 2013 - August 2013
Pros Incorporated May 2012 - September 2012
Massanutten Resort May 2012 - August 2012
Skills
Excel, PowerPoint, Financial Modeling, Microsoft Excel, Microsoft Word, Access, Financial Analysis
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Finance, 3.90 GPA
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Credit Suisse June 2013 - August 2013
Pros Incorporated May 2012 - September 2012
Massanutten Resort May 2012 - August 2012
Skills
Excel, PowerPoint, Financial Modeling, Microsoft Excel, Microsoft Word, Access, Financial Analysis
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Finance, 3.90 GPA
Tony Wetherington Tony Wetherington's Credit Suisse Experience March 2011 - January 2012
Job Sr. Business Analyst / Project Management Professional
Industry Financial Services
Experience
Barclays Investment Bank March 2011 - Present
Credit Suisse March 2011 - January 2012
D.E. Shaw & Co. 2006 - 2011
National City Bank 2005 - 2006
Raymond James Financial 2000 - 2005
AmSouth Bank 1995 - 2000
Skills
Derivatives, Trading, Dodd-Frank, MiFID, Program Management, Business Analysis, Accounting, Fixed Income, Hedge Funds, Equities, Project Management, Project Planning, Software Project..., Investment Banking, Credit Derivatives, Management, Capital Markets, Risk Management, Financial Services, SDLC, Portfolio Management, Finance, Banking, Financial Markets, Vendor Management, Securities, Management Consulting, Trading Systems, Asset Management, FX Options
Education
Technical Institute of America 2014 — 2014
PMP, Project Management
American Institute of Banking 1998 — 2000
Bachelor's degree, Financial Institution Management
Middle Tennessee State University 1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
Barclays Investment Bank March 2011 - Present
Credit Suisse March 2011 - January 2012
D.E. Shaw & Co. 2006 - 2011
National City Bank 2005 - 2006
Raymond James Financial 2000 - 2005
AmSouth Bank 1995 - 2000
Skills
Derivatives, Trading, Dodd-Frank, MiFID, Program Management, Business Analysis, Accounting, Fixed Income, Hedge Funds, Equities, Project Management, Project Planning, Software Project..., Investment Banking, Credit Derivatives, Management, Capital Markets, Risk Management, Financial Services, SDLC, Portfolio Management, Finance, Banking, Financial Markets, Vendor Management, Securities, Management Consulting, Trading Systems, Asset Management, FX Options
Education
Technical Institute of America 2014 — 2014
PMP, Project Management
American Institute of Banking 1998 — 2000
Bachelor's degree, Financial Institution Management
Middle Tennessee State University 1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
Scott Coleman, CFA's Credit Suisse Experience July 2015 - Present
Job Associate Leveraged Finance Origination and Restructuring at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Mizuho Securities USA Inc. April 2015 - June 2015
Royal Bank of Scotland December 2013 - April 2015
Royal Bank of Scotland Group August 2010 - December 2013
Skills
Bloomberg, Financial Analysis, Financial Modeling, Capital Markets, Fixed Income, Credit Analysis, Portfolio Management, Risk Management, Leveraged Finance, Valuation
Education
Miami University 2006 — 2010
Double Major Accounting and Finance
Credit Suisse July 2015 - Present
Mizuho Securities USA Inc. April 2015 - June 2015
Royal Bank of Scotland December 2013 - April 2015
Royal Bank of Scotland Group August 2010 - December 2013
Skills
Bloomberg, Financial Analysis, Financial Modeling, Capital Markets, Fixed Income, Credit Analysis, Portfolio Management, Risk Management, Leveraged Finance, Valuation
Education
Miami University 2006 — 2010
Double Major Accounting and Finance
Taylor Alex Scott, CFA Taylor Alex Scott, CFA's Credit Suisse Experience August 2014 - Present
Job Life Insurance Equity Research Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2014 - Present
Morgan Stanley January 2014 - July 2014
Morgan Stanley May 2011 - January 2014
Rollins Insurance & Risk Management July 2007 - May 2011
Skills
HTML, Visual Basic, WordPress, Financial Modeling, Forecasting, Microsoft Excel, SNL, Capital IQ, Valuation, Leveraged Lending, Insurance, Credit Risk, Asset Management
Education
Middlebury College 2003 — 2007
BA, Economics
Credit Suisse August 2014 - Present
Morgan Stanley January 2014 - July 2014
Morgan Stanley May 2011 - January 2014
Rollins Insurance & Risk Management July 2007 - May 2011
Skills
HTML, Visual Basic, WordPress, Financial Modeling, Forecasting, Microsoft Excel, SNL, Capital IQ, Valuation, Leveraged Lending, Insurance, Credit Risk, Asset Management
Education
Middlebury College 2003 — 2007
BA, Economics
Hugh McColl IV Hugh McColl IV's Credit Suisse Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2015 - August 2015
Brown Brothers Harriman June 2014 - August 2014
Round Table Investment Management Company June 2013 - July 2013
Education
McIntire School of Commerce 2012 — 2016
Bachelor of Science (B.S.), Concentrations: Finance and Management
The London School of Economics and Political Science (LSE) 2013 — 2013
Marketing Strategy for Management
The Lawrenceville School 2008 — 2012
High School
Credit Suisse June 2015 - August 2015
Brown Brothers Harriman June 2014 - August 2014
Round Table Investment Management Company June 2013 - July 2013
Education
McIntire School of Commerce 2012 — 2016
Bachelor of Science (B.S.), Concentrations: Finance and Management
The London School of Economics and Political Science (LSE) 2013 — 2013
Marketing Strategy for Management
The Lawrenceville School 2008 — 2012
High School
William Woerner's Credit Suisse Experience 2014 - 2015
Job Project Manager/Business Analyst
Industry Financial Services
Experience
Makosi Consulting March 2014 - Present
Credit Suisse 2014 - 2015
Lehman Brothers 2003 - 2004
Skills
Bloomberg, Business Analysis, Capital Markets, Derivatives, Equities, Fixed Income, Management, Options, SDLC, Strategic Planning
Education
Miami University 1999 — 2003
Bachelor of Arts (B.A.), International/Global Studies
Makosi Consulting March 2014 - Present
Credit Suisse 2014 - 2015
Lehman Brothers 2003 - 2004
Skills
Bloomberg, Business Analysis, Capital Markets, Derivatives, Equities, Fixed Income, Management, Options, SDLC, Strategic Planning
Education
Miami University 1999 — 2003
Bachelor of Arts (B.A.), International/Global Studies
Francesca Silverio Francesca Silverio's Credit Suisse Experience May 2012 - August 2012
Job AFA
Industry Marketing and Advertising
Experience
Asymchem November 2013 - Present
Apple Retail November 2012 - September 2013
Meredith College September 2009 - May 2013
Abercrombie and Fitch May 2010 - October 2012
Credit Suisse May 2012 - August 2012
Victoria's October 2011 - January 2012
Skills
Windows, Visual Merchandising, PowerPoint, Microsoft Excel, Microsoft Word, OneNote, Outlook, Public Speaking, Social Media, Facebook, Higher Education, Microsoft Office, Illustrator, Human Resources, Time Management, Inventory Management, Fundraising, Customer Satisfaction, Data Analysis, Teamwork, Team Building, Teaching, Blogging, Merchandising, Social Media Marketing, Leadership Development, Retail, Team Leadership, Spanish, French, Data Entry, Telephone Skills, Public Relations, Leadership, Editing, Advertising, Event Planning, Customer Service, Process Scheduler, Coaching, Management, Employee Relations, Event Management, English, Marketing Communications, Marketing, Social Networking, Research, Training
Education
Meredith College 2009 — 2013
Bachelors of Science, Business Administration; French
Asymchem November 2013 - Present
Apple Retail November 2012 - September 2013
Meredith College September 2009 - May 2013
Abercrombie and Fitch May 2010 - October 2012
Credit Suisse May 2012 - August 2012
Victoria's October 2011 - January 2012
Skills
Windows, Visual Merchandising, PowerPoint, Microsoft Excel, Microsoft Word, OneNote, Outlook, Public Speaking, Social Media, Facebook, Higher Education, Microsoft Office, Illustrator, Human Resources, Time Management, Inventory Management, Fundraising, Customer Satisfaction, Data Analysis, Teamwork, Team Building, Teaching, Blogging, Merchandising, Social Media Marketing, Leadership Development, Retail, Team Leadership, Spanish, French, Data Entry, Telephone Skills, Public Relations, Leadership, Editing, Advertising, Event Planning, Customer Service, Process Scheduler, Coaching, Management, Employee Relations, Event Management, English, Marketing Communications, Marketing, Social Networking, Research, Training
Education
Meredith College 2009 — 2013
Bachelors of Science, Business Administration; French
Layla Brantley Layla Brantley's Credit Suisse Experience May 2005 - May 2006
Job Senior Financial Analyst
Industry Utilities
Experience
Siemens February 2015 - Present
Siemens Industry May 2012 - Present
Progress Energy June 2006 - May 2012
Credit Suisse May 2005 - May 2006
Skills
Oracle Financials, Business Objects, Microsoft Office, Financial Analysis, Continuous Improvement, Cost Analysis, Problem Solving, Risk Analysis, Reporting & Analysis, Cost Benefit, SAP, Revenue Forecasting, P&L Analysis, Variance Analysis, Forecasting, Financial Reporting, Process Improvement, Account Reconciliation, Auditing, Analysis, Cost Accounting, Oracle E-Business Suite, Budgets, Nuclear
Education
Meredith College 2002 — 2005
B.S., Business Administration / Economics Concentration
Siemens February 2015 - Present
Siemens Industry May 2012 - Present
Progress Energy June 2006 - May 2012
Credit Suisse May 2005 - May 2006
Skills
Oracle Financials, Business Objects, Microsoft Office, Financial Analysis, Continuous Improvement, Cost Analysis, Problem Solving, Risk Analysis, Reporting & Analysis, Cost Benefit, SAP, Revenue Forecasting, P&L Analysis, Variance Analysis, Forecasting, Financial Reporting, Process Improvement, Account Reconciliation, Auditing, Analysis, Cost Accounting, Oracle E-Business Suite, Budgets, Nuclear
Education
Meredith College 2002 — 2005
B.S., Business Administration / Economics Concentration
Amanda Spatola's Credit Suisse Experience June 2008 - November 2013
Job Prime services Associate, Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2008 - November 2013
Skills
Prime Brokerage, Hedge Funds, Financial Modeling, Equities, Sales
Education
Middlebury College 2004 — 2008
Bachelor's degree, Economics
Credit Suisse June 2008 - November 2013
Skills
Prime Brokerage, Hedge Funds, Financial Modeling, Equities, Sales
Education
Middlebury College 2004 — 2008
Bachelor's degree, Economics
Alexander Simoes Alexander Simoes's Credit Suisse Experience June 2014 - Present
Job Financial Sponsors Group at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2014 - Present
Credit Suisse January 2013 - June 2014
Fredericks Michael & Co. May 2012 - December 2012
Sullivan & Cromwell LLP June 2009 - December 2011
Education
Middlebury College 2007 — 2009
Credit Suisse June 2014 - Present
Credit Suisse January 2013 - June 2014
Fredericks Michael & Co. May 2012 - December 2012
Sullivan & Cromwell LLP June 2009 - December 2011
Education
Middlebury College 2007 — 2009
Bill Smartt Bill Smartt's Credit Suisse Experience 2010 - 2011
Job Communications Coach | President Smartt Talk Inc
Industry Internet
Experience
Smartt Talk Inc 2011 - Present
General Assemb.ly March 2012 - Present
Kindling March 2011 - February 2013
Credit Suisse 2010 - 2011
Credit Suisse 2007 - 2010
Queens College February 2004 - December 2009
Skills
Leadership, Networking, Workshops, Public Speaking, Speech Coaching, Time Management, Coaching, Nonprofits, Strategy, Start-ups, Research, Entrepreneurship, Selling, Directing, Personal Development, Theatre, Training, Social Networking, Interviews, Blogging, Facebook, Social Media Marketing, New Media, Online Advertising, Business Development, Online Marketing
Education
University of Washington 1997 — 2000
MFA, Acting
San Francisco State University 1995 — 1997
BA, Acting
Middle Tennessee State University
Mass Communications
Savannah College of Art and Design
Drawing, Performance, Video
Smartt Talk Inc 2011 - Present
General Assemb.ly March 2012 - Present
Kindling March 2011 - February 2013
Credit Suisse 2010 - 2011
Credit Suisse 2007 - 2010
Queens College February 2004 - December 2009
Skills
Leadership, Networking, Workshops, Public Speaking, Speech Coaching, Time Management, Coaching, Nonprofits, Strategy, Start-ups, Research, Entrepreneurship, Selling, Directing, Personal Development, Theatre, Training, Social Networking, Interviews, Blogging, Facebook, Social Media Marketing, New Media, Online Advertising, Business Development, Online Marketing
Education
University of Washington 1997 — 2000
MFA, Acting
San Francisco State University 1995 — 1997
BA, Acting
Middle Tennessee State University
Mass Communications
Savannah College of Art and Design
Drawing, Performance, Video
Steve Edney's Credit Suisse Experience December 1999 - November 2000
Job HR outsourcing expert, PEO Services, payroll, benefits, backoffice legal & compliance.
Industry Outsourcing/Offshoring
Experience
Guidepoint Global October 2012 - April 2013
ABR Investment Strategy LLC January 2011 - March 2012
Pioneer Path Capital July 2009 - June 2010
RBC Capital Markets December 2007 - June 2009
Citadel Investment Group August 2004 - June 2006
Pequot Capital December 1999 - December 2002
Credit Suisse December 1999 - November 2000
Scudder, Stevens & Clark August 1997 - November 1999
Skills
Equity Research, Equities, Portfolio Management, Investments, Hedge Funds, Asset Management, Trading, Financial Analysis, Fixed Income, Due Diligence, Alternative Investments, Investment Strategies, Investment Banking, Venture Capital, Asset Managment, Securities, Competitive Analysis, Financial Modeling, Sales, Customer Service, Human Resources, Management, Mutual Funds, Market Research, Financial Markets, Telecommunications, Economics, Human Capital, Corporate Development, Customer Relations, Industry Analysis, Trading Systems, Consulting, Technology, Project Management, Team Management, Private Equity, Business Development, Management Consulting, Financial Services, Finance, Analysis, Valuation, Leadership, Capital Markets, Strategy, Start-ups, Bloomberg, Marketing, Entrepreneurship
Education
Middlebury College 1993 — 1997
Bachelor of Arts (B.A.), Spanish (Honors) & Economics
Brentwood School 1981 — 1993
3 A-Levels, Economics, French, Spanish, (2 A's and 1 B)
Guidepoint Global October 2012 - April 2013
ABR Investment Strategy LLC January 2011 - March 2012
Pioneer Path Capital July 2009 - June 2010
RBC Capital Markets December 2007 - June 2009
Citadel Investment Group August 2004 - June 2006
Pequot Capital December 1999 - December 2002
Credit Suisse December 1999 - November 2000
Scudder, Stevens & Clark August 1997 - November 1999
Skills
Equity Research, Equities, Portfolio Management, Investments, Hedge Funds, Asset Management, Trading, Financial Analysis, Fixed Income, Due Diligence, Alternative Investments, Investment Strategies, Investment Banking, Venture Capital, Asset Managment, Securities, Competitive Analysis, Financial Modeling, Sales, Customer Service, Human Resources, Management, Mutual Funds, Market Research, Financial Markets, Telecommunications, Economics, Human Capital, Corporate Development, Customer Relations, Industry Analysis, Trading Systems, Consulting, Technology, Project Management, Team Management, Private Equity, Business Development, Management Consulting, Financial Services, Finance, Analysis, Valuation, Leadership, Capital Markets, Strategy, Start-ups, Bloomberg, Marketing, Entrepreneurship
Education
Middlebury College 1993 — 1997
Bachelor of Arts (B.A.), Spanish (Honors) & Economics
Brentwood School 1981 — 1993
3 A-Levels, Economics, French, Spanish, (2 A's and 1 B)
David Tswamuno's Credit Suisse Experience July 2008 - June 2010
Job
Industry Venture Capital & Private Equity
Experience
Emil Capital Partners LLC October 2012 - Present
Credit Suisse July 2008 - June 2010
Credit Suisse July 2006 - July 2008
Education
Stanford Graduate School of Business 2010 — 2012
MBA
Middlebury College 2002 — 2006
BA
Mutare Boys' High School 1998 — 2001
High School
Emil Capital Partners LLC October 2012 - Present
Credit Suisse July 2008 - June 2010
Credit Suisse July 2006 - July 2008
Education
Stanford Graduate School of Business 2010 — 2012
MBA
Middlebury College 2002 — 2006
BA
Mutare Boys' High School 1998 — 2001
High School
Charlie Falker's Credit Suisse Experience 2011 - 2013
Job Principal Consultant
Industry Information Technology and Services
Experience
Independent Consultant September 2007 - Present
Credit Suisse 2011 - 2013
Citi February 2011 - June 2011
Taproot Foundation December 2008 - May 2010
Citibank March 2009 - December 2009
Guardian Life Insurance August 2008 - October 2008
Omgeo January 2008 - July 2008
Fidessa 2001 - August 2007
Servador (PrintVision) March 2000 - January 2001
Information Builders, Inc. July 1999 - March 2000
Skills
Business Process..., Business Analyst, Project Management, Workflow analysis, Workflow design, Requirements Analysis, Process Improvement, Business Analysis, Workflow, Business Process, SharePoint, Integration, ITIL, Quality Assurance, Business Process Mapping, Analysis, PMP, Program Management, Databases, CRM, Business Intelligence, Enterprise Software, Enterprise Architecture, Management, Software Development, Project Planning, SDLC, Project Portfolio..., IT Strategy, PMO, Business Process Design, Software Project..., Testing, Requirements Gathering, Business Requirements, Vendor Management, Business Process..., Project Delivery, Business Transformation, Governance, IT Management, Agile Project Management, User Acceptance Testing, Solution Architecture, Information Technology, Resource Management, Outsourcing, Consulting, IT Service Management
Education
Middlebury College 1985 — 1989
BA
Independent Consultant September 2007 - Present
Credit Suisse 2011 - 2013
Citi February 2011 - June 2011
Taproot Foundation December 2008 - May 2010
Citibank March 2009 - December 2009
Guardian Life Insurance August 2008 - October 2008
Omgeo January 2008 - July 2008
Fidessa 2001 - August 2007
Servador (PrintVision) March 2000 - January 2001
Information Builders, Inc. July 1999 - March 2000
Skills
Business Process..., Business Analyst, Project Management, Workflow analysis, Workflow design, Requirements Analysis, Process Improvement, Business Analysis, Workflow, Business Process, SharePoint, Integration, ITIL, Quality Assurance, Business Process Mapping, Analysis, PMP, Program Management, Databases, CRM, Business Intelligence, Enterprise Software, Enterprise Architecture, Management, Software Development, Project Planning, SDLC, Project Portfolio..., IT Strategy, PMO, Business Process Design, Software Project..., Testing, Requirements Gathering, Business Requirements, Vendor Management, Business Process..., Project Delivery, Business Transformation, Governance, IT Management, Agile Project Management, User Acceptance Testing, Solution Architecture, Information Technology, Resource Management, Outsourcing, Consulting, IT Service Management
Education
Middlebury College 1985 — 1989
BA
Jack Crancer's Credit Suisse Experience July 2012 - September 2014
Job Associate at GMP Securities
Industry Oil & Energy
Experience
GMP Securities September 2014 - Present
Credit Suisse July 2012 - September 2014
Kinder Morgan May 2012 - July 2012
El Paso Corporation March 2010 - May 2012
El Paso 2008 - 2008
Mustang Engineering July 1998 - August 2007
Skills
Finance, Pipelines, Natural Gas, Energy, Financial Analysis, Petroleum, Forecasting, Financial Modeling, Accounting, Strategy, Analysis, Valuation, Corporate Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Finance
Michigan Technological University 1993 — 1998
Bachelor of Science (B.S.), Chemical Engineering
GMP Securities September 2014 - Present
Credit Suisse July 2012 - September 2014
Kinder Morgan May 2012 - July 2012
El Paso Corporation March 2010 - May 2012
El Paso 2008 - 2008
Mustang Engineering July 1998 - August 2007
Skills
Finance, Pipelines, Natural Gas, Energy, Financial Analysis, Petroleum, Forecasting, Financial Modeling, Accounting, Strategy, Analysis, Valuation, Corporate Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Finance
Michigan Technological University 1993 — 1998
Bachelor of Science (B.S.), Chemical Engineering
Tony O'Callaghan's Credit Suisse Experience October 1994 - Present
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse October 1994 - Present
Skills
Fixed Income, Capital Markets, Equities, Hedge Funds, Investment Banking, Structured Products, Investments, Portfolio Management, Alternative Investments, Asset Management, Bloomberg, Risk Management, Derivatives, Valuation, Private Equity, Private Banking, FX Options, Trading
Education
Michigan State University 1977 — 1981
Credit Suisse October 1994 - Present
Skills
Fixed Income, Capital Markets, Equities, Hedge Funds, Investment Banking, Structured Products, Investments, Portfolio Management, Alternative Investments, Asset Management, Bloomberg, Risk Management, Derivatives, Valuation, Private Equity, Private Banking, FX Options, Trading
Education
Michigan State University 1977 — 1981
Charles Macintosh's Credit Suisse Experience July 1999 - February 2002
Job First Key Holdings
Industry Financial Services
Experience
Hire Heroes USA August 2014 - Present
Cerberus Capital Management/First Key Holdings March 2013 - Present
Team Rubicon, Inc. June 2012 - Present
Sterne Agee May 2012 - March 2013
Morgan Keegan December 2009 - May 2012
Thornburg Mortgage December 2008 - October 2009
Merrill Lynch May 2005 - October 2008
Lehman Brothers February 2002 - May 2005
Credit Suisse July 1999 - February 2002
Skills
Banking, Securitization, Trading, Investments, Capital Markets, Mortgage Lending, Residential Mortgages, Real Estate, ABS, Fixed Income, Hedge Funds, Management, Structured Finance, Bonds, Bloomberg, Valuation
Education
Middlebury College 1995 — 1999
BA, Economics
Hire Heroes USA August 2014 - Present
Cerberus Capital Management/First Key Holdings March 2013 - Present
Team Rubicon, Inc. June 2012 - Present
Sterne Agee May 2012 - March 2013
Morgan Keegan December 2009 - May 2012
Thornburg Mortgage December 2008 - October 2009
Merrill Lynch May 2005 - October 2008
Lehman Brothers February 2002 - May 2005
Credit Suisse July 1999 - February 2002
Skills
Banking, Securitization, Trading, Investments, Capital Markets, Mortgage Lending, Residential Mortgages, Real Estate, ABS, Fixed Income, Hedge Funds, Management, Structured Finance, Bonds, Bloomberg, Valuation
Education
Middlebury College 1995 — 1999
BA, Economics
Jason Staley, CFA's Credit Suisse Experience January 2014 - Present
Job Assistant Portfolio Manager at Credit Suisse
Industry Investment Management
Experience
Credit Suisse January 2014 - Present
Credit Suisse August 2011 - December 2013
Credit Suisse September 2008 - August 2011
Lehman Brothers, Inc August 2007 - September 2008
Bank of America December 2005 - August 2007
Skills
Portfolio Management, Investments, Equities, Financial Analysis, Management, Asset Management, Fixed Income, Financial Modeling, Hedge Funds, Capital Markets
Education
Mercyhurst College 2001 — 2005
Bachelor of Arts (B.A.), Intelligence Studies
Credit Suisse January 2014 - Present
Credit Suisse August 2011 - December 2013
Credit Suisse September 2008 - August 2011
Lehman Brothers, Inc August 2007 - September 2008
Bank of America December 2005 - August 2007
Skills
Portfolio Management, Investments, Equities, Financial Analysis, Management, Asset Management, Fixed Income, Financial Modeling, Hedge Funds, Capital Markets
Education
Mercyhurst College 2001 — 2005
Bachelor of Arts (B.A.), Intelligence Studies
Graham Curchin's Credit Suisse Experience September 2008 - Present
Job Asst Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2008 - Present
Lehman Brothers 2003 - 2008
Banc of America Securities 2000 - 2003
Skills
Fixed Income, Series 7, Hedge Funds, Equities, Alternative Investments, Bloomberg, Trading, Equity Derivatives, Financial Modeling, Investments, Options
Education
Miami University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Credit Suisse September 2008 - Present
Lehman Brothers 2003 - 2008
Banc of America Securities 2000 - 2003
Skills
Fixed Income, Series 7, Hedge Funds, Equities, Alternative Investments, Bloomberg, Trading, Equity Derivatives, Financial Modeling, Investments, Options
Education
Miami University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Jeffrey Douthit's Credit Suisse Experience 1996 - Present
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 1996 - Present
Skills
Equities, Valuation, Investment Banking, Private Equity, Investments, Financial Modeling, Mergers, Capital Markets, Corporate Finance, LBO, Strategy, Hedge Funds, Due Diligence
Education
The Tuck School of Business at Dartmouth 1994 — 1996
MBA
Miami University
Credit Suisse 1996 - Present
Skills
Equities, Valuation, Investment Banking, Private Equity, Investments, Financial Modeling, Mergers, Capital Markets, Corporate Finance, LBO, Strategy, Hedge Funds, Due Diligence
Education
The Tuck School of Business at Dartmouth 1994 — 1996
MBA
Miami University
Edward Donoso's Credit Suisse Experience February 2000 - May 2005
Job Deputy Assistant Director at NYC Office of Management and Budget
Industry Government Administration
Experience
NYC Office of Management and Budget May 2005 - Present
NYC Mayor's Office 2005 - Present
Credit Suisse February 2000 - May 2005
Skills
Account Reconciliation, Analysis, Budgets, Financial Statements, Management, Financial Analysis, Internal Audit, Policy, Accounting, Data Analysis, Government, General Ledger, PeopleSoft
Education
Metropolitan College of New York - School of Business 2005 — 2006
Masters in Public Administration, Public Policy
Metropolitan College of New York - School of Business 2001 — 2005
Bachelors in Business Administration, Management
NYC Office of Management and Budget May 2005 - Present
NYC Mayor's Office 2005 - Present
Credit Suisse February 2000 - May 2005
Skills
Account Reconciliation, Analysis, Budgets, Financial Statements, Management, Financial Analysis, Internal Audit, Policy, Accounting, Data Analysis, Government, General Ledger, PeopleSoft
Education
Metropolitan College of New York - School of Business 2005 — 2006
Masters in Public Administration, Public Policy
Metropolitan College of New York - School of Business 2001 — 2005
Bachelors in Business Administration, Management
Donald Mumma's Credit Suisse Experience January 1991 - March 1997
Job Managing Director at Axiom Software Labs
Industry Capital Markets
Experience
Axiom Software Labs June 1998 - Present
Credit Suisse January 1991 - March 1997
TD Bank USA January 1981 - December 1990
Skills
Hedge Funds, Derivatives, Fixed Income, Risk Management, Capital Markets, Market Risk
Education
The Ohio State University 1975 — 1976
MBA, Finance
Miami University 1966 — 1970
BS in Bus, Finance
Axiom Software Labs June 1998 - Present
Credit Suisse January 1991 - March 1997
TD Bank USA January 1981 - December 1990
Skills
Hedge Funds, Derivatives, Fixed Income, Risk Management, Capital Markets, Market Risk
Education
The Ohio State University 1975 — 1976
MBA, Finance
Miami University 1966 — 1970
BS in Bus, Finance
Gul Goksel's Credit Suisse Experience January 2003 - Present
Job PMP, Maxroute Professional Services Inc.
Industry Information Technology and Services
Experience
Ginnie Mae February 2015 - Present
Credit Suisse January 2003 - Present
Credit Suisse First Boston 2003 - Present
Maxroute Professional Services Inc. October 2000 - Present
credit suisse 1999 - 2009
La Cruz Azul de PR September 2001 - November 2002
MILLENNIA III / DIVISION of EMC 1998 - 1999
EMC/Millennia III 1997 - 1999
Millennia III 1997 - 1998
Skills
Data Center, Testing, Quality Assurance, SDLC, Disaster Recovery, Business Continuity, Project Portfolio..., Banking, Project Management, Management, Strategy, Stakeholder Management, Business Analysis, Requirements Analysis, IT Strategy, PMO, Software Project..., Information Technology, ITIL, SQL, Business Requirements, MS Project, Program Management, Business Process..., Leadership, Equities, Change Management, Business Process, SOA, Requirements Gathering, PMP, Oracle, Release Management, Databases, IT Management, Data Warehousing, Business Intelligence, Vendor Management, Visio, IT Service Management, Project Delivery, Enterprise Architecture, Governance, Resource Management, Test Management, Test Strategy
Education
Michigan Technological University 1979 — 1982
Bachelor of Business Administration (B.B.A.)
Ginnie Mae February 2015 - Present
Credit Suisse January 2003 - Present
Credit Suisse First Boston 2003 - Present
Maxroute Professional Services Inc. October 2000 - Present
credit suisse 1999 - 2009
La Cruz Azul de PR September 2001 - November 2002
MILLENNIA III / DIVISION of EMC 1998 - 1999
EMC/Millennia III 1997 - 1999
Millennia III 1997 - 1998
Skills
Data Center, Testing, Quality Assurance, SDLC, Disaster Recovery, Business Continuity, Project Portfolio..., Banking, Project Management, Management, Strategy, Stakeholder Management, Business Analysis, Requirements Analysis, IT Strategy, PMO, Software Project..., Information Technology, ITIL, SQL, Business Requirements, MS Project, Program Management, Business Process..., Leadership, Equities, Change Management, Business Process, SOA, Requirements Gathering, PMP, Oracle, Release Management, Databases, IT Management, Data Warehousing, Business Intelligence, Vendor Management, Visio, IT Service Management, Project Delivery, Enterprise Architecture, Governance, Resource Management, Test Management, Test Strategy
Education
Michigan Technological University 1979 — 1982
Bachelor of Business Administration (B.B.A.)
Suzanne Vierno Dedman's Credit Suisse Experience March 2013 - Present
Job Vice President, Talent Development at Credit Suisse
Industry Human Resources
Experience
Credit Suisse March 2013 - Present
Credit Suisse April 2011 - March 2013
Merrill Lynch June 2007 - April 2010
Credit Suisse 2004 - 2007
Bank of America 2003 - 2005
PGI 2000 - 2001
Education
Miami University 1996 — 2000
Credit Suisse March 2013 - Present
Credit Suisse April 2011 - March 2013
Merrill Lynch June 2007 - April 2010
Credit Suisse 2004 - 2007
Bank of America 2003 - 2005
PGI 2000 - 2001
Education
Miami University 1996 — 2000
Sam Vakil's Credit Suisse Experience August 2008 - May 2010
Job Fixed Income Analyst at DRW Trading Group
Industry Capital Markets
Experience
DRW Trading Group September 2014 - Present
Barclays Capital May 2010 - September 2014
Credit Suisse August 2008 - May 2010
Skills
Quantitative Finance, Derivatives, Fixed Income, Quantitative Analytics, Swaps, Trading, Trading Systems, Interest Rate...
Education
University of Toronto 2004 — 2008
PhD, Electrical & Computer Engineering
McGill University 2002 — 2004
M.Eng, Electrical & Computer Engineering
Sharif University of Technology 1998 — 2002
B.Sc, Electrical Engineering
DRW Trading Group September 2014 - Present
Barclays Capital May 2010 - September 2014
Credit Suisse August 2008 - May 2010
Skills
Quantitative Finance, Derivatives, Fixed Income, Quantitative Analytics, Swaps, Trading, Trading Systems, Interest Rate...
Education
University of Toronto 2004 — 2008
PhD, Electrical & Computer Engineering
McGill University 2002 — 2004
M.Eng, Electrical & Computer Engineering
Sharif University of Technology 1998 — 2002
B.Sc, Electrical Engineering
Douglas Teresko, CFA's Credit Suisse Experience December 2005 - October 2011
Job Capital Structure Arbitrage Portfolio Manager
Industry Financial Services
Experience
Advent Capital Management October 2011 - Present
Credit Suisse December 2005 - October 2011
DKR Capital January 2003 - December 2005
GDO Capital September 2001 - January 2003
Citadel Investment Group June 1999 - September 2001
Houlihan Lokey 1995 - 1997
JPMorgan Chase 1993 - 1995
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Capital Markets, Structured Products, Hedge Funds, Credit Derivatives, Equity Derivatives, Asset Managment, Portfolio Management, High Yield, Structured Finance, Investments, Proprietary Trading, Trading, Convertible Bonds, Volatility, Asset Management
Education
University of Chicago 1998 — 2001
Master of Business Administration (MBA), Finance
Miami University 1989 — 1993
Bachelor of Science (B.S.), Finance
Advent Capital Management October 2011 - Present
Credit Suisse December 2005 - October 2011
DKR Capital January 2003 - December 2005
GDO Capital September 2001 - January 2003
Citadel Investment Group June 1999 - September 2001
Houlihan Lokey 1995 - 1997
JPMorgan Chase 1993 - 1995
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Capital Markets, Structured Products, Hedge Funds, Credit Derivatives, Equity Derivatives, Asset Managment, Portfolio Management, High Yield, Structured Finance, Investments, Proprietary Trading, Trading, Convertible Bonds, Volatility, Asset Management
Education
University of Chicago 1998 — 2001
Master of Business Administration (MBA), Finance
Miami University 1989 — 1993
Bachelor of Science (B.S.), Finance
Marisa Arquilla's Credit Suisse Experience 2005 - 2007
Job Account Executive at Trina Turk
Industry Apparel & Fashion
Experience
Trina Turk April 2010 - August 2015
Juicy Couture July 2009 - March 2011
Credit Suisse 2005 - 2007
Skills
Wholesale, Retail Sales Analysis, Merchandise Planning, Sales, Fashion, Retail Math, Microsoft Excel
Education
Miami University 2001 — 2005
B.S in Business Administration
Trina Turk April 2010 - August 2015
Juicy Couture July 2009 - March 2011
Credit Suisse 2005 - 2007
Skills
Wholesale, Retail Sales Analysis, Merchandise Planning, Sales, Fashion, Retail Math, Microsoft Excel
Education
Miami University 2001 — 2005
B.S in Business Administration
Bo Yang's Credit Suisse Experience June 2010 - December 2011
Job Analyst at J. Goldman & Co.
Industry Investment Management
Experience
J. Goldman & Co. January 2013 - Present
Guggenheim Investment Management January 2012 - January 2013
Credit Suisse June 2010 - December 2011
Liberty Lane Partners May 2009 - August 2009
Spartan Ventures April 2008 - September 2008
Smith Barney February 2008 - April 2008
Education
Michigan State University 2006 — 2009
Finance
J. Goldman & Co. January 2013 - Present
Guggenheim Investment Management January 2012 - January 2013
Credit Suisse June 2010 - December 2011
Liberty Lane Partners May 2009 - August 2009
Spartan Ventures April 2008 - September 2008
Smith Barney February 2008 - April 2008
Education
Michigan State University 2006 — 2009
Finance
Brett Bilins's Credit Suisse Experience April 2009 - September 2010
Job Vice President Prime Brokerage at Merrill Lynch
Industry Financial Services
Experience
Credit Suisse April 2009 - September 2010
Morgan Stanley August 2005 - March 2009
US Bank July 2002 - May 2004
Skills
Hedge Funds, Fixed Income, Prime Brokerage, Equities, Derivatives, Series 7, Equity Derivatives, Series 63, Finance, Mutual Funds, Relationship Management
Education
Miami University 1996 — 2001
Bachelor of Arts & Sciences
Dublin Scioto High School 1992 — 1996
Credit Suisse April 2009 - September 2010
Morgan Stanley August 2005 - March 2009
US Bank July 2002 - May 2004
Skills
Hedge Funds, Fixed Income, Prime Brokerage, Equities, Derivatives, Series 7, Equity Derivatives, Series 63, Finance, Mutual Funds, Relationship Management
Education
Miami University 1996 — 2001
Bachelor of Arts & Sciences
Dublin Scioto High School 1992 — 1996
Rosemary Boyle Lasher's Credit Suisse Experience January 2001 - January 2003
Job
Industry Government Administration
Experience
Rose Healing Center December 2013 - Present
Town of Cortlandt July 2003 - Present
Credit Suisse January 2001 - January 2003
Warburg Pincus January 1996 - July 1999
Warburg Pincus January 1992 - January 1994
Warburg Pincus June 1988 - January 1992
Skills
Project Management, GIS Application, Land Use Planning, Reflexology, Intuitive Healer, Reiki, Published Author, Sustainability, Fixed Income, Equities, Asset Management, Investments, Portfolio Management, Trading, Investment Management, Bonds, Asset Managment, Microsoft Excel, Mutual Funds, Asset Allocation, Securities
Education
Mercy College 1982 — 1988
New York Insititute of Finance
Professional Certification
Rose Healing Center December 2013 - Present
Town of Cortlandt July 2003 - Present
Credit Suisse January 2001 - January 2003
Warburg Pincus January 1996 - July 1999
Warburg Pincus January 1992 - January 1994
Warburg Pincus June 1988 - January 1992
Skills
Project Management, GIS Application, Land Use Planning, Reflexology, Intuitive Healer, Reiki, Published Author, Sustainability, Fixed Income, Equities, Asset Management, Investments, Portfolio Management, Trading, Investment Management, Bonds, Asset Managment, Microsoft Excel, Mutual Funds, Asset Allocation, Securities
Education
Mercy College 1982 — 1988
New York Insititute of Finance
Professional Certification
Kurt Gearhart's Credit Suisse Experience February 2007 - May 2012
Job CEO at ITM|TwentyFirst, LLC
Industry Insurance
Experience
ITMTwentyFirst May 2012 - Present
Credit Suisse February 2007 - May 2012
Sidley Austin September 2000 - January 2007
Skills
Investments, Insurance, Alternative Investments, Risk Management, Portfolio Management, Private Equity, Hedge Funds, Due Diligence, Capital Markets, Mergers & Acquisitions
Education
Miami University
Miami University
University of Miami School of Law
ITMTwentyFirst May 2012 - Present
Credit Suisse February 2007 - May 2012
Sidley Austin September 2000 - January 2007
Skills
Investments, Insurance, Alternative Investments, Risk Management, Portfolio Management, Private Equity, Hedge Funds, Due Diligence, Capital Markets, Mergers & Acquisitions
Education
Miami University
Miami University
University of Miami School of Law
Shoshana Tyson, EA, PhD's Credit Suisse Experience February 2007 - June 2010
Job FOUNDER & CEO at Strong Tower Capital, LLC
Industry Banking
Experience
Strong Tower Capital, LLC March 1995 - Present
Hanover Street Capital, LLC August 2012 - September 2015
CIT Group 2010 - 2012
Credit Suisse February 2007 - June 2010
Education
University of Phoenix 2010 — 2015
Doctor of Philosophy (Ph.D.), Higher Education Administration, 3.97
Mercy College 1999 — 2001
Master of Business Administration (M.B.A.), Finance, 3.90
Pace University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Operations Management
Strong Tower Capital, LLC March 1995 - Present
Hanover Street Capital, LLC August 2012 - September 2015
CIT Group 2010 - 2012
Credit Suisse February 2007 - June 2010
Education
University of Phoenix 2010 — 2015
Doctor of Philosophy (Ph.D.), Higher Education Administration, 3.97
Mercy College 1999 — 2001
Master of Business Administration (M.B.A.), Finance, 3.90
Pace University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Operations Management
Lindsay Parsons's Credit Suisse Experience 2008 - Present
Job Associate at Credit Suisse First Boston
Industry Investment Banking
Experience
Credit Suisse First Boston May 2008 - Present
Credit Suisse 2008 - Present
Morgan Stanley 2004 - 2008
Skills
Investment Banking, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Bloomberg, Derivatives, Structured Products, Financial Services, Capital Markets, Emerging Markets, Equity Derivatives, Swaps, FX Options, Middle Office, Trading Systems, Credit Derivatives, Electronic Trading, CDS, Collateral Management, Back Office, Options, Interest Rate..., Settlement, Alternative Investments, Securities Lending, Bonds, Securities, Market Data, Trading, MBS
Education
Michigan State University
Bachelor's
Credit Suisse First Boston May 2008 - Present
Credit Suisse 2008 - Present
Morgan Stanley 2004 - 2008
Skills
Investment Banking, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Bloomberg, Derivatives, Structured Products, Financial Services, Capital Markets, Emerging Markets, Equity Derivatives, Swaps, FX Options, Middle Office, Trading Systems, Credit Derivatives, Electronic Trading, CDS, Collateral Management, Back Office, Options, Interest Rate..., Settlement, Alternative Investments, Securities Lending, Bonds, Securities, Market Data, Trading, MBS
Education
Michigan State University
Bachelor's
Clark Read's Credit Suisse Experience April 2010 - February 2013
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities April 2013 - Present
Credit Suisse April 2010 - February 2013
Barclays Capital 2008 - April 2010
Lehman Brothers 2005 - 2008
Education
Middlebury College 2001 — 2005
BA, Economics, French
Nomura Securities April 2013 - Present
Credit Suisse April 2010 - February 2013
Barclays Capital 2008 - April 2010
Lehman Brothers 2005 - 2008
Education
Middlebury College 2001 — 2005
BA, Economics, French
Richard Romano's Credit Suisse Experience November 2001 - September 2013
Job Consultant
Industry Information Technology and Services
Experience
Conquest data September 2013 - Present
Credit Suisse November 2001 - September 2013
Educational Testing Service (ETS) 1985 - 1996
MCCC 1983 - 1985
Skills
Trading Systems, Credit Derivatives, Capital Markets, Fixed Income, Sybase, Derivatives, Investment Banking, Market Data, Prime Brokerage, FX Options, Back Office, Middle Office, Electronic Trading, Risk Management, Financial Risk, Portfolio Management, Requirements Gathering, SDLC, Settlement, Market Risk, Financial Markets, Sybase IQ, Equities, SWIFT payments, Emerging Markets, Business Analysis, Swaps, Quantitative Finance, CDS, Hedge Funds, Securities Lending, Money Market, Exchange Connectivity, Options, Financial Services, Reference Data, Sybase Adaptive Server, Bloomberg, Equity Derivatives, Interest Rate..., VBA, Banking, Product Control, Structured Products, Equity Trading, Relationship Management, Bonds, Offshoring, MBS, Unix Shell Scripting
Education
Mercer County Community College 1980 — 1983
Associate of Science (AS), Computer Science
Conquest data September 2013 - Present
Credit Suisse November 2001 - September 2013
Educational Testing Service (ETS) 1985 - 1996
MCCC 1983 - 1985
Skills
Trading Systems, Credit Derivatives, Capital Markets, Fixed Income, Sybase, Derivatives, Investment Banking, Market Data, Prime Brokerage, FX Options, Back Office, Middle Office, Electronic Trading, Risk Management, Financial Risk, Portfolio Management, Requirements Gathering, SDLC, Settlement, Market Risk, Financial Markets, Sybase IQ, Equities, SWIFT payments, Emerging Markets, Business Analysis, Swaps, Quantitative Finance, CDS, Hedge Funds, Securities Lending, Money Market, Exchange Connectivity, Options, Financial Services, Reference Data, Sybase Adaptive Server, Bloomberg, Equity Derivatives, Interest Rate..., VBA, Banking, Product Control, Structured Products, Equity Trading, Relationship Management, Bonds, Offshoring, MBS, Unix Shell Scripting
Education
Mercer County Community College 1980 — 1983
Associate of Science (AS), Computer Science
Jodi Hughes's Credit Suisse Experience May 2011 - July 2012
Job Commodity Manager at Uber
Industry Financial Services
Experience
Uber February 2015 - Present
Guggenheim Partners July 2012 - February 2015
Credit Suisse May 2011 - July 2012
Nomura March 2010 - May 2011
Estee Lauder May 2009 - February 2010
Lehman Brothers March 2007 - May 2009
Bank of America January 2004 - March 2007
Skills
Strategic Sourcing, Supply Management, Procurement, Supply Chain Management, Vendor Management, E-procurement, Global Sourcing, Supplier Development, Spend Analysis, Supplier Diversity, Sourcing, Outsourcing, Management, Strategy, Cross-functional Team..., Contract Negotiation, Contract Management
Education
Michigan State University - The Eli Broad College of Business 1999 — 2003
Bachelor, Supply Chain Management
Uber February 2015 - Present
Guggenheim Partners July 2012 - February 2015
Credit Suisse May 2011 - July 2012
Nomura March 2010 - May 2011
Estee Lauder May 2009 - February 2010
Lehman Brothers March 2007 - May 2009
Bank of America January 2004 - March 2007
Skills
Strategic Sourcing, Supply Management, Procurement, Supply Chain Management, Vendor Management, E-procurement, Global Sourcing, Supplier Development, Spend Analysis, Supplier Diversity, Sourcing, Outsourcing, Management, Strategy, Cross-functional Team..., Contract Negotiation, Contract Management
Education
Michigan State University - The Eli Broad College of Business 1999 — 2003
Bachelor, Supply Chain Management
Brian Van Elslander's Credit Suisse Experience 1999 - 2006
Job Managing Director, Head of Financial Sponsors at Wells Fargo Securites
Industry Investment Banking
Experience
Wells Fargo Securities June 2006 - Present
Credit Suisse 1999 - 2006
JP Morgan 1993 - 1999
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance and International Business
Michigan State University 1983 — 1987
BA
Wells Fargo Securities June 2006 - Present
Credit Suisse 1999 - 2006
JP Morgan 1993 - 1999
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance and International Business
Michigan State University 1983 — 1987
BA
Gilda Marti's Credit Suisse Experience April 1981 - May 1998
Job Associate Director at Rekruiting Advisors LLC
Industry Financial Services
Experience
ReKruiting Advisors LLC. April 2015 - Present
Concierge Realty Group January 2014 - Present
Nason & Nason February 2009 - October 2013
Northern Trust November 1998 - March 2006
Credit Suisse April 1981 - May 1998
Skills
Banking, Recruiting, Coaching, Financial Services, Talent Management, Change Management, Executive Search, Business Strategy, Organizational..., Talent Acquisition, Accounting, Human Resources, Applicant Tracking..., Wealth Management, Staffing Services, Financial Analysis, Financial Risk, Business Planning, Strategic Planning, Equities, Performance Management, Business Development, Finance, Employee Relations, Management, AML, Budgets, Strategic Financial..., Financial Markets, Customer Service, Negotiation, Technical Recruiting, Loans, Benefits Negotiation, Risk Management, Commercial Banking, CRM, Personnel Management, Internet Recruiting, Private Banking, Marketing, Credit, Temporary Placement, Sourcing, Employee Engagement, Spanish, Derivatives, Team Building, Asset Management, Temporary Staffing
Education
Miami Dade College
ReKruiting Advisors LLC. April 2015 - Present
Concierge Realty Group January 2014 - Present
Nason & Nason February 2009 - October 2013
Northern Trust November 1998 - March 2006
Credit Suisse April 1981 - May 1998
Skills
Banking, Recruiting, Coaching, Financial Services, Talent Management, Change Management, Executive Search, Business Strategy, Organizational..., Talent Acquisition, Accounting, Human Resources, Applicant Tracking..., Wealth Management, Staffing Services, Financial Analysis, Financial Risk, Business Planning, Strategic Planning, Equities, Performance Management, Business Development, Finance, Employee Relations, Management, AML, Budgets, Strategic Financial..., Financial Markets, Customer Service, Negotiation, Technical Recruiting, Loans, Benefits Negotiation, Risk Management, Commercial Banking, CRM, Personnel Management, Internet Recruiting, Private Banking, Marketing, Credit, Temporary Placement, Sourcing, Employee Engagement, Spanish, Derivatives, Team Building, Asset Management, Temporary Staffing
Education
Miami Dade College
Lori McMillan's Credit Suisse Experience 2006 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Ohio Capital Corporation for Housing June 2011 - Present
Credit Suisse 2006 - 2009
GMAC Mortgage 2001 - 2001
Education
Mercer University - Walter F. George School of Law 1988 — 2001
JD, Law
Ohio Capital Corporation for Housing June 2011 - Present
Credit Suisse 2006 - 2009
GMAC Mortgage 2001 - 2001
Education
Mercer University - Walter F. George School of Law 1988 — 2001
JD, Law
Nels V. Marin's Credit Suisse Experience 1987 - 2004
Job Consultant
Industry Information Technology and Services
Experience
Marin Associates August 2007 - Present
Citi 2006 - 2007
Barclays Capital 2004 - 2006
Credit Suisse 1987 - 2004
Education
New York University 1983 — 1988
Adjunct Professor - Technology
St Johns University 1975 — 1977
MBA
Michigan State University 1960 — 1964
BA
Marin Associates August 2007 - Present
Citi 2006 - 2007
Barclays Capital 2004 - 2006
Credit Suisse 1987 - 2004
Education
New York University 1983 — 1988
Adjunct Professor - Technology
St Johns University 1975 — 1977
MBA
Michigan State University 1960 — 1964
BA
John Marzonie's Credit Suisse Experience September 2014 - Present
Job Director Fixed Income at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers April 2007 - September 2008
Morgan Stanley November 1997 - April 2007
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Hedge Funds
Education
Michigan State University 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Finance
Credit Suisse September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers April 2007 - September 2008
Morgan Stanley November 1997 - April 2007
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Hedge Funds
Education
Michigan State University 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Finance
Cecilia Li's Credit Suisse Experience January 2015 - Present
Job AVP at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2015 - Present
Credit Suisse June 2011 - December 2014
Skills
Financial Modeling, Bloomberg, Valuation, Microsoft Office, Economics, Financial Analysis, Stata, Corporate Finance, Research, Mandarin, Microsoft Excel
Education
New York University 2010 — 2012
Master's degree, Economics
Middlebury College 2006 — 2010
Bachelor's degree, Economics
Credit Suisse January 2015 - Present
Credit Suisse June 2011 - December 2014
Skills
Financial Modeling, Bloomberg, Valuation, Microsoft Office, Economics, Financial Analysis, Stata, Corporate Finance, Research, Mandarin, Microsoft Excel
Education
New York University 2010 — 2012
Master's degree, Economics
Middlebury College 2006 — 2010
Bachelor's degree, Economics
Pamela Armstrong's Credit Suisse Experience 2007 - 2011
Job Citi Policy Director
Industry Financial Services
Experience
Citi February 2015 - Present
Citi 2011 - January 2015
Credit Suisse 2007 - 2011
Lehman Brothers May 2005 - May 2007
Skills
Policy, Legal Compliance, Anti Money Laundering, Risk Management, Training, Financial Services, Securities, Fixed Income, Due Diligence, Derivatives, Management, Capital Markets, Financial Risk, Investment Banking, AML, Banking
Education
University of Michigan Law School
Doctor of Law (J.D.)
Michigan State University
Bachelor of Arts (B.A.)
Citi February 2015 - Present
Citi 2011 - January 2015
Credit Suisse 2007 - 2011
Lehman Brothers May 2005 - May 2007
Skills
Policy, Legal Compliance, Anti Money Laundering, Risk Management, Training, Financial Services, Securities, Fixed Income, Due Diligence, Derivatives, Management, Capital Markets, Financial Risk, Investment Banking, AML, Banking
Education
University of Michigan Law School
Doctor of Law (J.D.)
Michigan State University
Bachelor of Arts (B.A.)
Brandon Gall's Credit Suisse Experience January 2008 - April 2010
Job Director of Supply Chain Finance at MGP Ingredients
Industry Food & Beverages
Experience
MGP Ingredients May 2014 - Present
MGP Ingredients January 2012 - Present
Errand Solutions September 2010 - December 2011
GRI Fund June 2010 - August 2010
Errand Solutions May 2010 - June 2010
Credit Suisse January 2008 - April 2010
Credit Suisse September 2005 - December 2007
Skills
Management, Finance, Analysis, Portfolio Management, Strategic Financial..., Human Resources, Asset Allocation, Financial Modeling, Financial Analysis, Forecasting, Market Analysis, Strategic Planning, Valuation, Budgets, Financial Reporting
Education
The University of Chicago 2008 — 2010
MBA;
Miami University 2000 — 2004
BS
St. Xavier 1996 — 2000
MGP Ingredients May 2014 - Present
MGP Ingredients January 2012 - Present
Errand Solutions September 2010 - December 2011
GRI Fund June 2010 - August 2010
Errand Solutions May 2010 - June 2010
Credit Suisse January 2008 - April 2010
Credit Suisse September 2005 - December 2007
Skills
Management, Finance, Analysis, Portfolio Management, Strategic Financial..., Human Resources, Asset Allocation, Financial Modeling, Financial Analysis, Forecasting, Market Analysis, Strategic Planning, Valuation, Budgets, Financial Reporting
Education
The University of Chicago 2008 — 2010
MBA;
Miami University 2000 — 2004
BS
St. Xavier 1996 — 2000
Anastasia Krikunova's Credit Suisse Experience July 2007 - Present
Job VP Financial Control at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2007 - Present
Education
New York University 2010 — 2014
MBA, Financial Markets and Instruments
Methodist University 2003 — 2007
BS, Accounting, Business Administration
Credit Suisse July 2007 - Present
Education
New York University 2010 — 2014
MBA, Financial Markets and Instruments
Methodist University 2003 — 2007
BS, Accounting, Business Administration
Chris Teator's Credit Suisse Experience July 2007 - Present
Job AVP IBD Americas Operations Manager & IBD Market Data Manager
Industry Investment Banking
Experience
Credit Suisse July 2007 - Present
Skills
Management, Team Leadership, Customer Service, Vendor Management, Contract Management, Operations Management, Service Management, Global Deployment, Creative Services
Education
Meredith College 2003 — 2006
Bachelor of Arts (B.A.), Graphic Design, Magna Cum Laude
Credit Suisse July 2007 - Present
Skills
Management, Team Leadership, Customer Service, Vendor Management, Contract Management, Operations Management, Service Management, Global Deployment, Creative Services
Education
Meredith College 2003 — 2006
Bachelor of Arts (B.A.), Graphic Design, Magna Cum Laude
Dr. Maceo D. Wattley's Credit Suisse Experience August 2002 - August 2004
Job President and CEO at Doctor Wattley Incorporated
Industry Computer & Network Security
Experience
Doctor Wattley Incorporated March 2011 - Present
Argosy University Online September 2010 - Present
The Training Associates March 2011 - Present
AdoptUsKids.Org July 2010 - Present
Solutionary February 2010 - February 2012
700 Scores Right Now May 2008 - May 2010
Dell SecureWorks September 2008 - February 2010
Home Lending Solutions Corp August 2004 - August 2008
Credit Suisse August 2002 - August 2004
T-Mobile August 2002 - August 2003
Skills
Information Security..., Training & Development, Sales Management, Management, Sales Operations, Employee Training, Higher Education, Training, Analysis, Selling, Sales, Public Speaking, Leadership, Recruiting, Research, Networking, Strategic Planning, Leadership Development, New Business Development, Coaching, Team Building, Computer Security, Business Development, Customer Service, Team Management, Time Management, Team Leadership, System Administration, Instructional Design, Negotiation, Direct Sales, B2B, Marketing, Sales Presentations, E-Learning, Security, Customer Retention, Data Analysis, Program Management, Network Security, Cloud Computing, Consulting
Education
Walden University 2009 — 2013
Doctor of Education (Ed.D.), Higher Education and Adult Learning, A
Walden University 2007 — 2009
Masters of Arts, Training, A
Mercer University 1999 — 2002
Bachelor of Science, Information Systems
Family
Doctor Wattley Incorporated March 2011 - Present
Argosy University Online September 2010 - Present
The Training Associates March 2011 - Present
AdoptUsKids.Org July 2010 - Present
Solutionary February 2010 - February 2012
700 Scores Right Now May 2008 - May 2010
Dell SecureWorks September 2008 - February 2010
Home Lending Solutions Corp August 2004 - August 2008
Credit Suisse August 2002 - August 2004
T-Mobile August 2002 - August 2003
Skills
Information Security..., Training & Development, Sales Management, Management, Sales Operations, Employee Training, Higher Education, Training, Analysis, Selling, Sales, Public Speaking, Leadership, Recruiting, Research, Networking, Strategic Planning, Leadership Development, New Business Development, Coaching, Team Building, Computer Security, Business Development, Customer Service, Team Management, Time Management, Team Leadership, System Administration, Instructional Design, Negotiation, Direct Sales, B2B, Marketing, Sales Presentations, E-Learning, Security, Customer Retention, Data Analysis, Program Management, Network Security, Cloud Computing, Consulting
Education
Walden University 2009 — 2013
Doctor of Education (Ed.D.), Higher Education and Adult Learning, A
Walden University 2007 — 2009
Masters of Arts, Training, A
Mercer University 1999 — 2002
Bachelor of Science, Information Systems
Family
Patricia Peterson's Credit Suisse Experience April 2013 - May 2013
Job Executive Administrative Assistant at Time Warner Cable
Industry Entertainment
Experience
Warner, Inc July 2013 - Present
Credit Suisse April 2013 - May 2013
BMO Capital Markets April 2012 - June 2012
RBC Capital Markets Corporation February 2011 - September 2011
Guggenheim Securities Investment Banking Firm September 2010 - December 2010
ING Nederland October 2008 - November 2008
BNY Mellon Wealth Management July 2008 - September 2008
Cosentini Associates, Engineering Consultants April 2008 - June 2008
St. Vincent’s Hospital August 2005 - August 2007
Skills
Microsoft Office, Concur, Heavy Calendaring, PowerPoint, Salesforce Administrator, Oracle Applications, Microsoft Excel, Microsoft Word, Outlook, Conference Coordination, Video Conferencing, Adobe Acrobat, Trading Floor, Dictaphone, Access, Lotus Notes, Friendly Personality, Highly Reliable, Multi Tasking, High Profile Events, Solid computer skills, Highly personable, Highly detail oriented, Highly motivated..., Highly resourceful, Organizational..., Databases, Public Speaking, Social Media, Customer Service, Sales, Administrative...
Education
Mercy College 2000 — 2007
Bachelor of Science, Psychology
Long Beach Community College 1994 — 1995
Liberal Arts
Bronx Community College
New Horizons Computer Training School
The Assisium Secretarial School
Secretarial Certificate, Secretarial Skills
Warner, Inc July 2013 - Present
Credit Suisse April 2013 - May 2013
BMO Capital Markets April 2012 - June 2012
RBC Capital Markets Corporation February 2011 - September 2011
Guggenheim Securities Investment Banking Firm September 2010 - December 2010
ING Nederland October 2008 - November 2008
BNY Mellon Wealth Management July 2008 - September 2008
Cosentini Associates, Engineering Consultants April 2008 - June 2008
St. Vincent’s Hospital August 2005 - August 2007
Skills
Microsoft Office, Concur, Heavy Calendaring, PowerPoint, Salesforce Administrator, Oracle Applications, Microsoft Excel, Microsoft Word, Outlook, Conference Coordination, Video Conferencing, Adobe Acrobat, Trading Floor, Dictaphone, Access, Lotus Notes, Friendly Personality, Highly Reliable, Multi Tasking, High Profile Events, Solid computer skills, Highly personable, Highly detail oriented, Highly motivated..., Highly resourceful, Organizational..., Databases, Public Speaking, Social Media, Customer Service, Sales, Administrative...
Education
Mercy College 2000 — 2007
Bachelor of Science, Psychology
Long Beach Community College 1994 — 1995
Liberal Arts
Bronx Community College
New Horizons Computer Training School
The Assisium Secretarial School
Secretarial Certificate, Secretarial Skills
Heather Woodard's Credit Suisse Experience May 2009 - Present
Job CTT Services Support at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2009 - Present
Trading Technology, Credit Suisse May 2009 - Present
Credit Suisse April 2009 - July 2009
Credit Suisse June 2007 - May 2009
Meredith Learning Center January 2005 - July 2007
Education
Meredith College
B.S, Accounting
Credit Suisse May 2009 - Present
Trading Technology, Credit Suisse May 2009 - Present
Credit Suisse April 2009 - July 2009
Credit Suisse June 2007 - May 2009
Meredith Learning Center January 2005 - July 2007
Education
Meredith College
B.S, Accounting
Michelle R. McCallop's Credit Suisse Experience September 2013 - Present
Job Workstream PMO / Project Manager at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse September 2013 - Present
UBS Investment Bank June 2012 - September 2013
Barclays Capital February 2011 - June 2012
UBS Investment Bank April 2010 - February 2011
UBS Investment Bank February 2009 - April 2010
Tokio Marine Management February 2008 - February 2009
UBS Investment Bank April 2007 - February 2008
Westcon Group October 2002 - April 2007
Skills
PMO, Stakeholder Management, Business Strategy, Vendor Management, Business Analysis, Visio, SharePoint, MS Project, Program Management
Education
Mercy College 2001 — 2005
BS, Computer Info Systems
Credit Suisse September 2013 - Present
UBS Investment Bank June 2012 - September 2013
Barclays Capital February 2011 - June 2012
UBS Investment Bank April 2010 - February 2011
UBS Investment Bank February 2009 - April 2010
Tokio Marine Management February 2008 - February 2009
UBS Investment Bank April 2007 - February 2008
Westcon Group October 2002 - April 2007
Skills
PMO, Stakeholder Management, Business Strategy, Vendor Management, Business Analysis, Visio, SharePoint, MS Project, Program Management
Education
Mercy College 2001 — 2005
BS, Computer Info Systems
Lauren (Jung) McGrath, CFP®'s Credit Suisse Experience January 2014 - Present
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse January 2014 - Present
Credit Suisse August 2006 - January 2014
Ernst & Young 2003 - 2006
Skills
Financial Analysis, Strategic Financial...
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Master of Business Administration (MBA), Finance, Strategy, Management & Organizations
Miami University 1999 — 2003
Bachelor of Science, Accounting & Finance
Credit Suisse January 2014 - Present
Credit Suisse August 2006 - January 2014
Ernst & Young 2003 - 2006
Skills
Financial Analysis, Strategic Financial...
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Master of Business Administration (MBA), Finance, Strategy, Management & Organizations
Miami University 1999 — 2003
Bachelor of Science, Accounting & Finance
David Chorney's Credit Suisse Experience October 2007 - September 2012
Job Vice President at Quadrangle Group
Industry Venture Capital & Private Equity
Experience
nTelos Wireless July 2013 - Present
Quadrangle Group June 2013 - Present
Credit Suisse October 2007 - September 2012
Paul, Weiss, Rifkind, Wharton & Garrison LLP August 2003 - October 2007
Davies Ward Phillips & Vineberg LLP May 2001 - September 2001
Skills
Private Equity, Capital Markets, Corporate Finance, Valuation, Corporate Development, Due Diligence, Financial Modeling, M&A experience, Mergers, LBO, Restructuring, Venture Capital, Securities, IPO, Private Placements, Investment Banking, Corporate Governance, Corporate Law, Securities Regulation, Equities, Leveraged Finance, Fixed Income
Education
University of Toronto - Rotman School of Management 2000 — 2003
MBA, Finance
University of Toronto 1999 — 2003
JD, Law
McMaster University 1994 — 1999
H.BSc., Medical and Health Physics (Co-op)
nTelos Wireless July 2013 - Present
Quadrangle Group June 2013 - Present
Credit Suisse October 2007 - September 2012
Paul, Weiss, Rifkind, Wharton & Garrison LLP August 2003 - October 2007
Davies Ward Phillips & Vineberg LLP May 2001 - September 2001
Skills
Private Equity, Capital Markets, Corporate Finance, Valuation, Corporate Development, Due Diligence, Financial Modeling, M&A experience, Mergers, LBO, Restructuring, Venture Capital, Securities, IPO, Private Placements, Investment Banking, Corporate Governance, Corporate Law, Securities Regulation, Equities, Leveraged Finance, Fixed Income
Education
University of Toronto - Rotman School of Management 2000 — 2003
MBA, Finance
University of Toronto 1999 — 2003
JD, Law
McMaster University 1994 — 1999
H.BSc., Medical and Health Physics (Co-op)
Dean LaVergne's Credit Suisse Experience January 1998 - May 2013
Job Software Delivery Manager
Industry Financial Services
Experience
APBR 2000 - Present
Express Scripts 2013 - 2014
Credit Suisse January 1998 - May 2013
Capgemini September 1995 - March 1997
Western Geophysical May 1978 - August 1984
US Army December 1973 - December 1977
Skills
Prime Brokerage, Portfolio Management, Vendor Management, Securities, Trading Systems, Software Project..., Derivatives, Investment Banking, Fixed Income, Equities, System Deployment, Equity Derivatives, SDLC, Capital Markets, Risk Management, Banking, IT Strategy, Project Management, Business Analysis, Market Data, Production Support, Service Delivery..., Java, Java Enterprise Edition, C#, Oracle, Analysis, Financial Services, Electronic Trading, Hedge Funds, Team Leadership
Education
McNeese State University 1971 — 1978
Bachelor's degree, Accounting
McNeese State University 1971 — 1978
Bachelor of Science (B.S.), Accounting
APBR 2000 - Present
Express Scripts 2013 - 2014
Credit Suisse January 1998 - May 2013
Capgemini September 1995 - March 1997
Western Geophysical May 1978 - August 1984
US Army December 1973 - December 1977
Skills
Prime Brokerage, Portfolio Management, Vendor Management, Securities, Trading Systems, Software Project..., Derivatives, Investment Banking, Fixed Income, Equities, System Deployment, Equity Derivatives, SDLC, Capital Markets, Risk Management, Banking, IT Strategy, Project Management, Business Analysis, Market Data, Production Support, Service Delivery..., Java, Java Enterprise Edition, C#, Oracle, Analysis, Financial Services, Electronic Trading, Hedge Funds, Team Leadership
Education
McNeese State University 1971 — 1978
Bachelor's degree, Accounting
McNeese State University 1971 — 1978
Bachelor of Science (B.S.), Accounting
Sara Mahaffy, CFA's Credit Suisse Experience July 2010 - Present
Job Associate US Equity Strategy
Industry Investment Banking
Experience
Credit Suisse July 2010 - Present
HSBC Bank Canada May 2009 - August 2009
HSBC Bank Canada May 2008 - August 2008
HSBC Bank Canada May 2007 - August 2007
HSBC Bank Canada July 2006 - August 2006
Skills
Equity Research, Valuation, Equities, Bloomberg, Bloomberg Terminal, Investment Strategies, Investment Banking
Education
McGill University 2006 — 2010
Bachelor of Commerce, Honors in Investment Management
Credit Suisse July 2010 - Present
HSBC Bank Canada May 2009 - August 2009
HSBC Bank Canada May 2008 - August 2008
HSBC Bank Canada May 2007 - August 2007
HSBC Bank Canada July 2006 - August 2006
Skills
Equity Research, Valuation, Equities, Bloomberg, Bloomberg Terminal, Investment Strategies, Investment Banking
Education
McGill University 2006 — 2010
Bachelor of Commerce, Honors in Investment Management
André Anderson's Credit Suisse Experience June 2010 - August 2010
Job Doctor of Dental Surgery Candidate at Meharry Medical College
Industry Hospital & Health Care
Experience
Meharry Medical College June 2014 - Present
J.P. Morgan June 2011 - September 2012
The Red McCombs School of Business Financial Analyst Program January 2010 - December 2010
Credit Suisse June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
US Army April 2003 - April 2007
Skills
Investments, Analysis, DCF, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Investment Banking, Valuation, Mergers, Equities, Data Analysis
Education
Meharry Medical College 2014 — 2018
Doctor of Dental Surgery (DDS)
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration, Finance
Titchfield High School 1996 — 2000
Meharry Medical College June 2014 - Present
J.P. Morgan June 2011 - September 2012
The Red McCombs School of Business Financial Analyst Program January 2010 - December 2010
Credit Suisse June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
US Army April 2003 - April 2007
Skills
Investments, Analysis, DCF, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Investment Banking, Valuation, Mergers, Equities, Data Analysis
Education
Meharry Medical College 2014 — 2018
Doctor of Dental Surgery (DDS)
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration, Finance
Titchfield High School 1996 — 2000
Charles John Kraft III's Credit Suisse Experience May 2012 - Present
Job Relationship Manager at Credit Suisse
Industry Investment Management
Experience
Credit Suisse May 2012 - Present
Goldman Sachs & Co. June 2010 - May 2012
William Blair & Company May 1993 - June 2010
Skills
Equities, Series 7, Alternative Investments, Series 63, Portfolio Management, Bloomberg, Fixed Income, Asset Managment, Financial Modeling, Hedge Funds, Investments, Valuation, Equity Research, Asset Allocation, Capital Markets, Securities, Private Equity
Education
University of Chicago 1988 — 1991
MBA, Finance, International Business
Michigan State University 1982 — 1987
BS, Engineering
Credit Suisse May 2012 - Present
Goldman Sachs & Co. June 2010 - May 2012
William Blair & Company May 1993 - June 2010
Skills
Equities, Series 7, Alternative Investments, Series 63, Portfolio Management, Bloomberg, Fixed Income, Asset Managment, Financial Modeling, Hedge Funds, Investments, Valuation, Equity Research, Asset Allocation, Capital Markets, Securities, Private Equity
Education
University of Chicago 1988 — 1991
MBA, Finance, International Business
Michigan State University 1982 — 1987
BS, Engineering
Allen Cintron's Credit Suisse Experience 2015 - 2015
Job Audio/Video Engineer and Editor/IT Technician
Industry Media Production
Experience
War Media July 2008 - Present
Encore 2015 - 2015
Encore 2015 - 2015
Encore 2015 - 2015
Encore 2015 - 2015
Encore 2015 - 2015
Credit Suisse 2015 - 2015
Credit Suisse 2015 - 2015
Convene 2013 - March 2014
Robert Half Technology 2014 - 2014
Skills
Audio/Video Recording..., Music Production, Music Theory, Guitarist, Sound, Video, Video Editing, Live Sound, Post Production, Final Cut Pro, Recording, Studio Recording, Mastering, Film Scoring, Audio Editing, Pro Tools, Audio Engineering, Guitar Playing, Music
Education
Mercy College 2008 — 2010
B.S., Music Industry and Technology
War Media July 2008 - Present
Encore 2015 - 2015
Encore 2015 - 2015
Encore 2015 - 2015
Encore 2015 - 2015
Encore 2015 - 2015
Credit Suisse 2015 - 2015
Credit Suisse 2015 - 2015
Convene 2013 - March 2014
Robert Half Technology 2014 - 2014
Skills
Audio/Video Recording..., Music Production, Music Theory, Guitarist, Sound, Video, Video Editing, Live Sound, Post Production, Final Cut Pro, Recording, Studio Recording, Mastering, Film Scoring, Audio Editing, Pro Tools, Audio Engineering, Guitar Playing, Music
Education
Mercy College 2008 — 2010
B.S., Music Industry and Technology
Karen Lambert, MBA, PMP's Credit Suisse Experience June 2012 - September 2013
Job Software Development Engineering Manager, SD Planning
Industry Information Technology and Services
Experience
MetLife September 2013 - Present
Credit Suisse June 2012 - September 2013
North Carolina State Government September 2008 - June 2012
Shelter Insurance Companies March 2003 - July 2008
National Australia Group Bank May 2000 - December 2001
Michigan National Bank September 1993 - May 2000
GSK Pharmaceuticals 1989 - 1993
Skills
SDLC, Project Management, Cross-functional Team..., Management, MS Project, Business Intelligence, Testing, Agile Methodologies, Software Development, Data Warehousing, Oracle, Software Documentation, Quality Assurance, SQL, Visio, Analysis, ITIL
Education
Meredith College
MBA, Business Adminstration
University of North Carolina at Chapel Hill
B.S., Mathematical Science/Computer Science
MetLife September 2013 - Present
Credit Suisse June 2012 - September 2013
North Carolina State Government September 2008 - June 2012
Shelter Insurance Companies March 2003 - July 2008
National Australia Group Bank May 2000 - December 2001
Michigan National Bank September 1993 - May 2000
GSK Pharmaceuticals 1989 - 1993
Skills
SDLC, Project Management, Cross-functional Team..., Management, MS Project, Business Intelligence, Testing, Agile Methodologies, Software Development, Data Warehousing, Oracle, Software Documentation, Quality Assurance, SQL, Visio, Analysis, ITIL
Education
Meredith College
MBA, Business Adminstration
University of North Carolina at Chapel Hill
B.S., Mathematical Science/Computer Science
Alex Cochrane's Credit Suisse Experience January 2007 - June 2007
Job Product Advisor at CVS Caremark Corporation
Industry Health, Wellness and Fitness
Experience
CVS Caremark Corporation April 2013 - Present
BNY Mellon January 2010 - March 2013
BNY Mellon June 2007 - January 2010
Credit Suisse January 2007 - June 2007
Skills
Analytics, Bloomberg, Bond Markets, Bond Pricing, Business Analysis, Capital Markets, Cash Flow Forecasting, Cash Flow Statements, Competitive Analysis, Corporate Actions, Corporate Finance, Corporate Trust, Database Administration, Data Analysis, Database Design, Databases, Economics, Equity Valuation, Eviews, Financial Analysis, Financial Data, Financial Data..., Financial Services, Financial Projection, Fixed Income, Funds Transfer Pricing, Investments, Market Analysis, Microsoft Office, Municipal Bonds, Mutual Funds, Operational Planning, Operational Strategy, Outcome Measures, Peer Mentoring, Pricing Analysis, Process Flow, Proprietary Trading, R, Regulatory Analysis, Risk Reduction, SAS programming, Securities, Securities Lending, Statistical Data..., SQL, Tax Reporting, Valuation, Valuation Modeling, VBA
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance, Strategic Management, Accounting, Econometrics and Statistics, 720 GMAT
Michigan State University 2002 — 2006
Bachelor of Arts (BA), Political Science, 3.4 GPA
CVS Caremark Corporation April 2013 - Present
BNY Mellon January 2010 - March 2013
BNY Mellon June 2007 - January 2010
Credit Suisse January 2007 - June 2007
Skills
Analytics, Bloomberg, Bond Markets, Bond Pricing, Business Analysis, Capital Markets, Cash Flow Forecasting, Cash Flow Statements, Competitive Analysis, Corporate Actions, Corporate Finance, Corporate Trust, Database Administration, Data Analysis, Database Design, Databases, Economics, Equity Valuation, Eviews, Financial Analysis, Financial Data, Financial Data..., Financial Services, Financial Projection, Fixed Income, Funds Transfer Pricing, Investments, Market Analysis, Microsoft Office, Municipal Bonds, Mutual Funds, Operational Planning, Operational Strategy, Outcome Measures, Peer Mentoring, Pricing Analysis, Process Flow, Proprietary Trading, R, Regulatory Analysis, Risk Reduction, SAS programming, Securities, Securities Lending, Statistical Data..., SQL, Tax Reporting, Valuation, Valuation Modeling, VBA
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance, Strategic Management, Accounting, Econometrics and Statistics, 720 GMAT
Michigan State University 2002 — 2006
Bachelor of Arts (BA), Political Science, 3.4 GPA
Robin Dunning's Credit Suisse Experience 1992 - 1993
Job Business Development & Financial Director at Dunning Group Architects, LLC
Industry Architecture & Planning
Experience
Dunning Group Architects, LLC June 2005 - Present
Freddie Mac 1993 - 1998
Credit Suisse 1992 - 1993
Education
Messiah College 1982 — 1985
Bachelor of Science, Marketing / Finance
Dunning Group Architects, LLC June 2005 - Present
Freddie Mac 1993 - 1998
Credit Suisse 1992 - 1993
Education
Messiah College 1982 — 1985
Bachelor of Science, Marketing / Finance
Tony 0'Callaghan's Credit Suisse Experience November 1994 - Present
Job Director Private Banking at Credit Suisse
Industry Banking
Experience
Credit Suisse November 1994 - Present
Kidder Peabody November 1982 - October 1994
Skills
Estate Planning, Asset Management, Financial Planning
Education
Michigan State University 1977 — 1981
Bachelor of Science, Economics
Credit Suisse November 1994 - Present
Kidder Peabody November 1982 - October 1994
Skills
Estate Planning, Asset Management, Financial Planning
Education
Michigan State University 1977 — 1981
Bachelor of Science, Economics
Jeff Gockstetter's Credit Suisse Experience March 2006 - May 2008
Job UBS Financial Services, LLC
Industry Financial Services
Experience
UBS Financial Services, LLC May 2008 - Present
Credit Suisse March 2006 - May 2008
Education
Miami University
Economics
UBS Financial Services, LLC May 2008 - Present
Credit Suisse March 2006 - May 2008
Education
Miami University
Economics
Stacey Rivers's Credit Suisse Experience February 2004 - December 2008
Job Seasoned Executive Assistant with Executive Level Experience
Industry Insurance
Experience
AIG November 2010 - Present
Morgan Stanley February 2009 - November 2010
Credit Suisse February 2004 - December 2008
Scholastic May 2002 - February 2004
Skills
Executive Support, Office Administration, Employee Training, Office Management, Administrative..., Coordinating Events, SharePoint, Fieldglass, Ariba, SAP, Budgets, Travel Arrangements, Concur, Spreadsheets, Outlook, Calendars, Lotus Notes, New Hire Orientations, Visio, Calendaring, Human Resources, Invoicing, PeopleSoft, Microsoft Office, Microsoft Excel, Microsoft Publisher, Adobe Acrobat, Zoomerang, IMAC, CREST, eSpace, Cyborg, Huntington Time System
Education
Mercy College
B.S. in Business Organizational Management
AIG November 2010 - Present
Morgan Stanley February 2009 - November 2010
Credit Suisse February 2004 - December 2008
Scholastic May 2002 - February 2004
Skills
Executive Support, Office Administration, Employee Training, Office Management, Administrative..., Coordinating Events, SharePoint, Fieldglass, Ariba, SAP, Budgets, Travel Arrangements, Concur, Spreadsheets, Outlook, Calendars, Lotus Notes, New Hire Orientations, Visio, Calendaring, Human Resources, Invoicing, PeopleSoft, Microsoft Office, Microsoft Excel, Microsoft Publisher, Adobe Acrobat, Zoomerang, IMAC, CREST, eSpace, Cyborg, Huntington Time System
Education
Mercy College
B.S. in Business Organizational Management
Larry Johnson Higgins's Credit Suisse Experience February 2008 - Present
Job Senior Enterprise Architect at Credit Suisse
Industry Banking
Experience
Credit Suisse February 2008 - Present
consulting 2011 - 2012
Education
Michigan State University 1975 — 1979
Master's degree, Computer Engineering
Credit Suisse February 2008 - Present
consulting 2011 - 2012
Education
Michigan State University 1975 — 1979
Master's degree, Computer Engineering
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.