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
Tracy Hall Tracy Hall's Credit Suisse Experience October 2014 - Present
Job Assistant Vice President Operational/Service Excellence at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse October 2014 - Present
Credit Suisse October 2013 - October 2014
Credit Suisse March 2010 - September 2014
Credit Suisse July 2008 - March 2010
Credit Suisse June 2007 - June 2008
Skills
Business Analysis, Investment Banking, Risk Management, SDLC, Requirements Gathering, ITIL, Requirements Analysis, IT Strategy, Process Improvement, Business Process..., Six Sigma, Business Process, MS Project, Program Management, Project Management, Visio, IT Service Management, IT Management, Software Documentation, SharePoint, Vendor Management, Management, SQL, Governance, Knowledge Management, Disaster Recovery, Technical Support, Access, Change Management, Analysis, Information Technology, Enterprise Architecture, IT Operations, Software Project..., PMO, Project Portfolio..., Business Transformation, Data Analysis, Databases, Business Intelligence, Integration, Service Delivery, Project Delivery, Solution Architecture, Outsourcing, Incident Management, CRM, Systems Analysis
Education
North Carolina State University - College of Management 2011 — 2014
Master of Business Administration, Services Management and Consulting
North Carolina State University - College of Management 2004 — 2008
B.S. Business Administration, Finance
Credit Suisse October 2014 - Present
Credit Suisse October 2013 - October 2014
Credit Suisse March 2010 - September 2014
Credit Suisse July 2008 - March 2010
Credit Suisse June 2007 - June 2008
Skills
Business Analysis, Investment Banking, Risk Management, SDLC, Requirements Gathering, ITIL, Requirements Analysis, IT Strategy, Process Improvement, Business Process..., Six Sigma, Business Process, MS Project, Program Management, Project Management, Visio, IT Service Management, IT Management, Software Documentation, SharePoint, Vendor Management, Management, SQL, Governance, Knowledge Management, Disaster Recovery, Technical Support, Access, Change Management, Analysis, Information Technology, Enterprise Architecture, IT Operations, Software Project..., PMO, Project Portfolio..., Business Transformation, Data Analysis, Databases, Business Intelligence, Integration, Service Delivery, Project Delivery, Solution Architecture, Outsourcing, Incident Management, CRM, Systems Analysis
Education
North Carolina State University - College of Management 2011 — 2014
Master of Business Administration, Services Management and Consulting
North Carolina State University - College of Management 2004 — 2008
B.S. Business Administration, Finance
Fred Westin Fred Westin's Credit Suisse Experience November 2011 - Present
Job Credit Suisse
Industry Banking
Experience
Credit Suisse November 2011 - Present
Credit Suisse July 2011 - November 2011
Credit Suisse June 2008 - July 2011
Liberty Mutual Surety May 2007 - June 2008
Skills
Derivatives, Middle Office, Equity Derivatives, Equities, Settlement, Exotic Derivatives, Exchange Traded..., Structured Notes, Bloomberg, Front to Back Office, Risk Management, Options, PnL, FX Derivatives, Interest Rate Swaps, Equity Trading, High Net Worth..., Surety Bonds, Structured Products, Series 7, Investments, Investment Banking, Financial Analysis, Management
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (MBA) Candidate
North Carolina State University - College of Management 2003 — 2007
B.S. Management, Finance major, Accounting minor, GPA 3.73
Credit Suisse November 2011 - Present
Credit Suisse July 2011 - November 2011
Credit Suisse June 2008 - July 2011
Liberty Mutual Surety May 2007 - June 2008
Skills
Derivatives, Middle Office, Equity Derivatives, Equities, Settlement, Exotic Derivatives, Exchange Traded..., Structured Notes, Bloomberg, Front to Back Office, Risk Management, Options, PnL, FX Derivatives, Interest Rate Swaps, Equity Trading, High Net Worth..., Surety Bonds, Structured Products, Series 7, Investments, Investment Banking, Financial Analysis, Management
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (MBA) Candidate
North Carolina State University - College of Management 2003 — 2007
B.S. Management, Finance major, Accounting minor, GPA 3.73
Jorge Freddy Martinez Jorge Freddy Martinez's Credit Suisse Experience June 2015 - August 2015
Job Investment Banking Summer Associate at Credit Suisse | MBA Candidate The University of Chicago Booth School of Busines
Industry Investment Banking
Experience
Credit Suisse June 2015 - August 2015
Commonwealth Associates, Inc. July 2014 - May 2015
Commonwealth Associates January 2013 - May 2015
Sargent & Lundy April 2009 - January 2013
Laramore, Douglass and Popham Consulting Engineers March 2005 - April 2009
MWH Global May 2002 - September 2002
MWH Global May 2000 - August 2000
Skills
Transmission Lines, PLS-CADD, Project Management, Corporate Finance, Financial Risk, Capital Budgeting, Energy, Valuation, M&A Advisory Services, M&A analysis, M&A Modeling, Analysis, Financial Analysis, Financial Modeling, Business Strategy, Engineering, Strategy, Management, Mergers, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Accounting, Economics and Finance
Northern Illinois University 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Electrical Engineering
Northern Illinois University 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Canton High School
Credit Suisse June 2015 - August 2015
Commonwealth Associates, Inc. July 2014 - May 2015
Commonwealth Associates January 2013 - May 2015
Sargent & Lundy April 2009 - January 2013
Laramore, Douglass and Popham Consulting Engineers March 2005 - April 2009
MWH Global May 2002 - September 2002
MWH Global May 2000 - August 2000
Skills
Transmission Lines, PLS-CADD, Project Management, Corporate Finance, Financial Risk, Capital Budgeting, Energy, Valuation, M&A Advisory Services, M&A analysis, M&A Modeling, Analysis, Financial Analysis, Financial Modeling, Business Strategy, Engineering, Strategy, Management, Mergers, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Accounting, Economics and Finance
Northern Illinois University 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Electrical Engineering
Northern Illinois University 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Canton High School
Jessica Maienza's Credit Suisse Experience January 2015 - Present
Job HOLT Sector Specialist Coop at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Northeastern University September 2011 - Present
Goldman Sachs January 2014 - July 2014
GMO September 2013 - December 2013
GMO January 2013 - June 2013
Oppenheimer & Co. September 2012 - December 2012
Sonic Drive-In March 2010 - September 2012
Skills
Customer Service, Microsoft Excel, Bloomberg Terminal, Bloomberg, PowerPoint, Microsoft Word, SPSS, Mutual Funds, Spanish, Microsoft Office, Hedge Funds, Microsoft Access, DTCC, Credit Derivatives, OTC Derivatives, Securities Lending, Trading, Access
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration, Finance and Entrepreneurship
Wilmington High School 2007 — 2011
Credit Suisse January 2015 - Present
Northeastern University September 2011 - Present
Goldman Sachs January 2014 - July 2014
GMO September 2013 - December 2013
GMO January 2013 - June 2013
Oppenheimer & Co. September 2012 - December 2012
Sonic Drive-In March 2010 - September 2012
Skills
Customer Service, Microsoft Excel, Bloomberg Terminal, Bloomberg, PowerPoint, Microsoft Word, SPSS, Mutual Funds, Spanish, Microsoft Office, Hedge Funds, Microsoft Access, DTCC, Credit Derivatives, OTC Derivatives, Securities Lending, Trading, Access
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration, Finance and Entrepreneurship
Wilmington High School 2007 — 2011
Sean Ankenbruck's Credit Suisse Experience November 2012 - July 2013
Job Trading Control Analyst
Industry Financial Services
Experience
Tech Talent South September 2014 - Present
ACES – excellence in energy March 2014 - Present
Fairview Investment Services July 2013 - March 2014
Credit Suisse November 2012 - July 2013
North Carolina Housing Finance Agency May 2012 - November 2012
SoleMates Foundation August 2011 - March 2012
Skills
Ruby, Python, JavaScript, Ruby on Rails, HTML5, CSS, MySQL, ActiveRecord, MVC Architecture, Unit Testing, Financial Analysis, Start-ups, Management, Accounting, Marketing Strategy, Entrepreneurship, Community Development, Finance, Market Research, Investments, Social Media Marketing, Business Planning, Managerial Finance, Financial Management
Education
Tech Talent South - Code Immersion Program 2014 — 2014
Computer Programming, Specific Applications
North Carolina State University - College of Management 2008 — 2012
BS, Business Administration, Magna Cum Laude
Tech Talent South September 2014 - Present
ACES – excellence in energy March 2014 - Present
Fairview Investment Services July 2013 - March 2014
Credit Suisse November 2012 - July 2013
North Carolina Housing Finance Agency May 2012 - November 2012
SoleMates Foundation August 2011 - March 2012
Skills
Ruby, Python, JavaScript, Ruby on Rails, HTML5, CSS, MySQL, ActiveRecord, MVC Architecture, Unit Testing, Financial Analysis, Start-ups, Management, Accounting, Marketing Strategy, Entrepreneurship, Community Development, Finance, Market Research, Investments, Social Media Marketing, Business Planning, Managerial Finance, Financial Management
Education
Tech Talent South - Code Immersion Program 2014 — 2014
Computer Programming, Specific Applications
North Carolina State University - College of Management 2008 — 2012
BS, Business Administration, Magna Cum Laude
Rishi Faldu Rishi Faldu's Credit Suisse Experience July 2013 - January 2014
Job IT Manager
Industry Information Technology and Services
Experience
Solutions Manufacturing February 2014 - Present
Accutron, Inc June 2012 - Present
Credit Suisse July 2013 - January 2014
FDM Group February 2013 - July 2013
Callaway Golf May 2009 - December 2009
Accutron, Inc January 2005 - January 2007
Skills
Java, Computer Engineering, Software Engineering, Eclipse, Unix, Unix shell, C, C++, JavaScript, C#, SQL, Core Java, JavaSE, HTML, XML, Object Oriented Design
Education
Northeastern University 2008 — 2012
Bachelor of Science (B.S.), Computer Engineering
Northeastern University 2008 — 2012
Bachelor of Science, Computer Engineering
Loomis Chaffee
Solutions Manufacturing February 2014 - Present
Accutron, Inc June 2012 - Present
Credit Suisse July 2013 - January 2014
FDM Group February 2013 - July 2013
Callaway Golf May 2009 - December 2009
Accutron, Inc January 2005 - January 2007
Skills
Java, Computer Engineering, Software Engineering, Eclipse, Unix, Unix shell, C, C++, JavaScript, C#, SQL, Core Java, JavaSE, HTML, XML, Object Oriented Design
Education
Northeastern University 2008 — 2012
Bachelor of Science (B.S.), Computer Engineering
Northeastern University 2008 — 2012
Bachelor of Science, Computer Engineering
Loomis Chaffee
Dave Hoch Dave Hoch's Credit Suisse Experience July 2012 - December 2012
Job Data Analytics at Localytics
Industry Computer Software
Experience
Localytics May 2013 - Present
Credit Suisse July 2012 - December 2012
EnerNOC July 2011 - December 2011
GreenWorks Development May 2010 - August 2010
Skills
Data Analysis, Microsoft Excel, Analytics, Matlab, R, SQL, Stata, Financial Modeling, Data Mining, VBA, #raceeverything
Education
Northeastern University 2009 — 2014
Industrial Engineering, Engineering, Business
Northeastern University 2009 — 2014
Bachelor of Science, Industrial Engineering
Localytics May 2013 - Present
Credit Suisse July 2012 - December 2012
EnerNOC July 2011 - December 2011
GreenWorks Development May 2010 - August 2010
Skills
Data Analysis, Microsoft Excel, Analytics, Matlab, R, SQL, Stata, Financial Modeling, Data Mining, VBA, #raceeverything
Education
Northeastern University 2009 — 2014
Industrial Engineering, Engineering, Business
Northeastern University 2009 — 2014
Bachelor of Science, Industrial Engineering
Sophie Gechijian's Credit Suisse Experience January 2015 - June 2015
Job HOLT Sales Coop at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - June 2015
Northeastern University September 2014 - April 2015
Harvard Management Company January 2014 - June 2014
Northeastern University September 2013 - December 2013
Northeastern University September 2013 - December 2013
Northeastern University September 2013 - December 2013
Sea Crest Beach Hotel June 2013 - August 2013
Skills
Bloomberg, Orchestral Music, Microsoft Excel, Access, Social Media, PowerPoint, Facebook, Public Speaking, English, French, Customer Service, Waitressing, Microsoft Word, Leadership, Violin, Academic Tutoring, Peer Mentoring, Tennis
Education
Northeastern University 2012 — 2016
Bachelor of Science (BS), Mathematics and Economics
London School of Economics 2014 — 2014
Economics
Concord Carlisle High School 2008 — 2012
Credit Suisse January 2015 - June 2015
Northeastern University September 2014 - April 2015
Harvard Management Company January 2014 - June 2014
Northeastern University September 2013 - December 2013
Northeastern University September 2013 - December 2013
Northeastern University September 2013 - December 2013
Sea Crest Beach Hotel June 2013 - August 2013
Skills
Bloomberg, Orchestral Music, Microsoft Excel, Access, Social Media, PowerPoint, Facebook, Public Speaking, English, French, Customer Service, Waitressing, Microsoft Word, Leadership, Violin, Academic Tutoring, Peer Mentoring, Tennis
Education
Northeastern University 2012 — 2016
Bachelor of Science (BS), Mathematics and Economics
London School of Economics 2014 — 2014
Economics
Concord Carlisle High School 2008 — 2012
Kyle Higgins's Credit Suisse Experience July 2015 - Present
Job Holt Investment Solutions at Credit Suisse
Industry Mechanical or Industrial Engineering
Experience
Credit Suisse July 2015 - Present
Tesla Motors June 2014 - December 2014
NxStage Medical July 2013 - April 2014
Northeastern University January 2013 - April 2013
Northeastern University September 2011 - April 2013
Cardinal Health June 2012 - August 2012
Walden Federal Savings and Loan Assn. June 2010 - August 2010
Skills
Lean Six Sigma Yellow..., Solidworks, Matlab, C++, AutoCAD, Microsoft Excel, Microsoft Word, PowerPoint, Access, Six Sigma, Data Analysis, Logistics, Continuous Improvement, Engineering, Kaizen, SolidWorks
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Industrial Engineering
Credit Suisse July 2015 - Present
Tesla Motors June 2014 - December 2014
NxStage Medical July 2013 - April 2014
Northeastern University January 2013 - April 2013
Northeastern University September 2011 - April 2013
Cardinal Health June 2012 - August 2012
Walden Federal Savings and Loan Assn. June 2010 - August 2010
Skills
Lean Six Sigma Yellow..., Solidworks, Matlab, C++, AutoCAD, Microsoft Excel, Microsoft Word, PowerPoint, Access, Six Sigma, Data Analysis, Logistics, Continuous Improvement, Engineering, Kaizen, SolidWorks
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Industrial Engineering
Ellen Coons's Credit Suisse Experience May 2013 - August 2013
Job MBA Candidate and Graduate Assistant at UNC Charlotte
Industry Higher Education
Experience
UNC Charlotte August 2015 - Present
Bank of America June 2014 - July 2015
Peopleware Search, Inc. May 2011 - May 2014
Credit Suisse May 2013 - August 2013
Skills
Recruiting, Screening, Energy, Research, Market Research, Qualitative Research
Education
University of North Carolina at Charlotte 2015 — 2016
Master of Business Administration (M.B.A.)
North Carolina State University - College of Management 2011 — 2013
Bachelor of Science (BS), Economics, Business Economics Concentration
Vienna University of Economics and Business Administration 2012 — 2012
Economics
University of North Carolina at Chapel Hill 2009 — 2011
Bachelor of Arts (B.A.), Economics
UNC Charlotte August 2015 - Present
Bank of America June 2014 - July 2015
Peopleware Search, Inc. May 2011 - May 2014
Credit Suisse May 2013 - August 2013
Skills
Recruiting, Screening, Energy, Research, Market Research, Qualitative Research
Education
University of North Carolina at Charlotte 2015 — 2016
Master of Business Administration (M.B.A.)
North Carolina State University - College of Management 2011 — 2013
Bachelor of Science (BS), Economics, Business Economics Concentration
Vienna University of Economics and Business Administration 2012 — 2012
Economics
University of North Carolina at Chapel Hill 2009 — 2011
Bachelor of Arts (B.A.), Economics
Matt Loomes Matt Loomes's Credit Suisse Experience July 2015 - Present
Job HOLT Sector Specialist at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Provident Healthcare Partners, LLC May 2014 - December 2014
Provident Healthcare Partners, LLC January 2014 - April 2014
Wayland Golf Camp April 2013 - September 2013
Sudbury Public School District December 2012 - June 2013
JAG Landscaping June 2010 - August 2012
Skills
Leadership, Financial Modeling, Investment Banking, Valuation, Microsoft Office, Public Speaking, Financial Analysis, Capital IQ, Bloomberg
Education
Northeastern University 2012 — 2017
Bachelor of Science in Business Administration (BSBA); Finance, Accounting
Lincoln-Sudbury Regional High School 2008 — 2012
Credit Suisse July 2015 - Present
Provident Healthcare Partners, LLC May 2014 - December 2014
Provident Healthcare Partners, LLC January 2014 - April 2014
Wayland Golf Camp April 2013 - September 2013
Sudbury Public School District December 2012 - June 2013
JAG Landscaping June 2010 - August 2012
Skills
Leadership, Financial Modeling, Investment Banking, Valuation, Microsoft Office, Public Speaking, Financial Analysis, Capital IQ, Bloomberg
Education
Northeastern University 2012 — 2017
Bachelor of Science in Business Administration (BSBA); Finance, Accounting
Lincoln-Sudbury Regional High School 2008 — 2012
Stan Lantsman Stan Lantsman's Credit Suisse Experience January 2007 - Present
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2007 - Present
Credit Suisse February 2002 - December 2006
Credit Suisse October 1999 - February 2002
EMC Corporation June 1997 - September 1999
Skills
Equity Research, Valuation, Financial Modeling, Equities, Hedge Funds, Fixed Income, Investments, Portfolio Management, Finance, Analysis, Capital Markets, Investment Banking, Derivatives, Bloomberg, Emerging Markets
Education
Northeastern University 1994 — 1998
BS, Finance and MIS
Northeastern University 1994 — 1998
Bachelor's degree, Finance, General
Credit Suisse January 2007 - Present
Credit Suisse February 2002 - December 2006
Credit Suisse October 1999 - February 2002
EMC Corporation June 1997 - September 1999
Skills
Equity Research, Valuation, Financial Modeling, Equities, Hedge Funds, Fixed Income, Investments, Portfolio Management, Finance, Analysis, Capital Markets, Investment Banking, Derivatives, Bloomberg, Emerging Markets
Education
Northeastern University 1994 — 1998
BS, Finance and MIS
Northeastern University 1994 — 1998
Bachelor's degree, Finance, General
Andrew Graf Andrew Graf's Credit Suisse Experience June 2012 - August 2012
Job Audit Assistant at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte & Touche LLP September 2015 - Present
Deloitte January 2014 - March 2014
Credit Suisse June 2012 - August 2012
Fastechs.com June 2009 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Outlook, Analysis, Teamwork, English, Financial Accounting, Finance
Education
Northern Illinois University 2014 — 2015
Master of Accounting Science, Accounting
Northern Illinois University 2010 — 2014
Bachelor of Science (B.S.), Accounting, Senior
Northern Illinois University 2010 — 2014
Minor in History
Maine South High School 2006 — 2010
Deloitte & Touche LLP September 2015 - Present
Deloitte January 2014 - March 2014
Credit Suisse June 2012 - August 2012
Fastechs.com June 2009 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Outlook, Analysis, Teamwork, English, Financial Accounting, Finance
Education
Northern Illinois University 2014 — 2015
Master of Accounting Science, Accounting
Northern Illinois University 2010 — 2014
Bachelor of Science (B.S.), Accounting, Senior
Northern Illinois University 2010 — 2014
Minor in History
Maine South High School 2006 — 2010
Jennifer Shepherd's Credit Suisse Experience July 2008 - December 2008
Job PRO Unlimited at Genzyme
Industry Staffing and Recruiting
Experience
PRO Unlimited at Genzyme September 2015 - Present
Professional Staffing Group January 2014 - September 2015
Professional Staffing Group February 2012 - January 2014
Resources Management Group August 2010 - February 2012
Reebok July 2009 - December 2009
Credit Suisse July 2008 - December 2008
The MathWorks July 2007 - December 2007
Skills
Writing, Editing, PowerPoint, Excel, Salesforce.com, Microsoft Excel, Microsoft Office, Recruiting, Customer Service, Teamwork, Interviewing, Interview Coaching, Salary Negotiation, Sourcing, Resume Writing, Interviews, Benefits Negotiation, Job Coaching, Marketing, Business Development, Human Resources, Management, Analysis, Public Relations, Sales, Time Management, Finance
Education
Northeastern University 2006 — 2010
Bachelor of Arts (B.A.), Journalism, Literature
Leuven Institute for Ireland in Europe 2009 — 2009
Political Science Study Abroad Program
Neuqua Valley High School
PRO Unlimited at Genzyme September 2015 - Present
Professional Staffing Group January 2014 - September 2015
Professional Staffing Group February 2012 - January 2014
Resources Management Group August 2010 - February 2012
Reebok July 2009 - December 2009
Credit Suisse July 2008 - December 2008
The MathWorks July 2007 - December 2007
Skills
Writing, Editing, PowerPoint, Excel, Salesforce.com, Microsoft Excel, Microsoft Office, Recruiting, Customer Service, Teamwork, Interviewing, Interview Coaching, Salary Negotiation, Sourcing, Resume Writing, Interviews, Benefits Negotiation, Job Coaching, Marketing, Business Development, Human Resources, Management, Analysis, Public Relations, Sales, Time Management, Finance
Education
Northeastern University 2006 — 2010
Bachelor of Arts (B.A.), Journalism, Literature
Leuven Institute for Ireland in Europe 2009 — 2009
Political Science Study Abroad Program
Neuqua Valley High School
Lauren Ferguson Lauren Ferguson's Credit Suisse Experience November 2012 - September 2013
Job Onboarding Project Lead at HomeAway.com
Industry Information Technology and Services
Experience
HomeAway.com May 2015 - Present
HomeAway.com February 2015 - Present
First Data Corporation February 2014 - February 2015
Credit Suisse November 2012 - September 2013
Credit Suisse April 2010 - November 2012
SunTrust Bank 2009 - 2010
Bobbi Brown Cosmetics 2007 - 2009
Skills
Financial Services, Financial Analysis, Business Analysis, Microsoft Excel, New Product..., CRM, Mobile Applications, Apple Developer, Project Management, Salesforce.com
Education
North Carolina State University - College of Management 2004 — 2008
BS, Business Management- Finance & Marketing Concentrations
HomeAway.com May 2015 - Present
HomeAway.com February 2015 - Present
First Data Corporation February 2014 - February 2015
Credit Suisse November 2012 - September 2013
Credit Suisse April 2010 - November 2012
SunTrust Bank 2009 - 2010
Bobbi Brown Cosmetics 2007 - 2009
Skills
Financial Services, Financial Analysis, Business Analysis, Microsoft Excel, New Product..., CRM, Mobile Applications, Apple Developer, Project Management, Salesforce.com
Education
North Carolina State University - College of Management 2004 — 2008
BS, Business Management- Finance & Marketing Concentrations
Ashish Bhatt's Credit Suisse Experience June 2011 - August 2011
Job Product Manager at Sageworks
Industry Financial Services
Experience
Sageworks August 2012 - Present
Sageworks, Inc. May 2012 - August 2012
General H. Hugh Leadership Center August 2009 - June 2012
Sageworks, Inc. September 2011 - May 2012
Credit Suisse June 2011 - August 2011
Skills
Research, Analysis, Business Analysis, Business Strategy, Data Analysis, Forecasting, Innovation, Leadership Development, Microsoft Office, Market Research, Strategic Planning, Problem Solving, Teamwork, Business Development, Leadership, Financial Analysis, Microsoft Excel
Education
North Carolina State University - College of Management 2008 — 2012
BA, Economics and Entrepreneurship
Sageworks August 2012 - Present
Sageworks, Inc. May 2012 - August 2012
General H. Hugh Leadership Center August 2009 - June 2012
Sageworks, Inc. September 2011 - May 2012
Credit Suisse June 2011 - August 2011
Skills
Research, Analysis, Business Analysis, Business Strategy, Data Analysis, Forecasting, Innovation, Leadership Development, Microsoft Office, Market Research, Strategic Planning, Problem Solving, Teamwork, Business Development, Leadership, Financial Analysis, Microsoft Excel
Education
North Carolina State University - College of Management 2008 — 2012
BA, Economics and Entrepreneurship
Angela Casesa's Credit Suisse Experience May 2011 - August 2011
Job Education Account Specialist at Extron Electronics
Industry Marketing and Advertising
Experience
Cisco March 2015 - Present
Extron Electronics April 2014 - January 2015
Durham Catering Company August 2009 - June 2014
Extron Electronics April 2013 - April 2014
iControl Systems USA, LLC July 2012 - March 2013
North Carolina Healthy Start Foundation August 2009 - June 2012
Credit Suisse May 2011 - August 2011
Isles Restaurant July 2007 - June 2009
Skills
Baking/Cake Decoration, Drawing, Poetry, Photography, Marketing, Press Releases, Team Building, Microsoft Office, PowerPoint, Business Analysis, Team Leadership, Marketing Strategy, Microsoft SQL Server, Remedy Ticketing System, SAS, Microsoft Excel, Photoshop, ERP, Time Management, Relational Databases, Business Intelligence, Analysis, Project Management
Education
North Carolina State University - College of Management 2009 — 2012
BA, Information Technology
Suffolk County Community College 2001 — 2003
Associates Degree, Liberal Arts
Cisco March 2015 - Present
Extron Electronics April 2014 - January 2015
Durham Catering Company August 2009 - June 2014
Extron Electronics April 2013 - April 2014
iControl Systems USA, LLC July 2012 - March 2013
North Carolina Healthy Start Foundation August 2009 - June 2012
Credit Suisse May 2011 - August 2011
Isles Restaurant July 2007 - June 2009
Skills
Baking/Cake Decoration, Drawing, Poetry, Photography, Marketing, Press Releases, Team Building, Microsoft Office, PowerPoint, Business Analysis, Team Leadership, Marketing Strategy, Microsoft SQL Server, Remedy Ticketing System, SAS, Microsoft Excel, Photoshop, ERP, Time Management, Relational Databases, Business Intelligence, Analysis, Project Management
Education
North Carolina State University - College of Management 2009 — 2012
BA, Information Technology
Suffolk County Community College 2001 — 2003
Associates Degree, Liberal Arts
Vipul Chawla Vipul Chawla's Credit Suisse Experience January 2013 - June 2013
Job Senior Financial Analyst at Liberty Mutual Insurance
Industry Financial Services
Experience
Credit Suisse January 2013 - June 2013
The Boston Consulting Group January 2012 - July 2012
Children's Hospital Boston October 2010 - December 2011
Northeastern Student Value Fund January 2011 - May 2011
Skills
Financial Analysis, Accounting, Financial Modeling, Corporate Finance, Finance, Valuation, Bloomberg, Financial Reporting, Microsoft Excel, SAS, Essbase
Education
Northeastern University 2008 — 2013
D'Amore McKim School of Business - Bachelor of Science in Business Administration
Credit Suisse January 2013 - June 2013
The Boston Consulting Group January 2012 - July 2012
Children's Hospital Boston October 2010 - December 2011
Northeastern Student Value Fund January 2011 - May 2011
Skills
Financial Analysis, Accounting, Financial Modeling, Corporate Finance, Finance, Valuation, Bloomberg, Financial Reporting, Microsoft Excel, SAS, Essbase
Education
Northeastern University 2008 — 2013
D'Amore McKim School of Business - Bachelor of Science in Business Administration
Bizi Kayumbi Bizi Kayumbi's Credit Suisse Experience September 2015 - Present
Job Market Risk Analyst
Industry Investment Banking
Experience
Credit Suisse September 2015 - Present
UBS April 2014 - August 2015
Fidelity Investments March 2012 - April 2014
BNY Mellon May 2010 - August 2011
SCS Financial August 2008 - December 2008
Goldman Sachs July 2007 - December 2007
Skills
Equities, Fixed Income, Hedge Funds, Mutual Funds, Investments, Bloomberg, Financial Services, Series 63, Securities, Portfolio Management, Financial Modeling, Financial Analysis, Asset Management, Wealth Management, Due Diligence, Private Equity
Education
Northeastern University 2004 — 2010
Bachelor of Science (BS), Accounting and Finance
Credit Suisse September 2015 - Present
UBS April 2014 - August 2015
Fidelity Investments March 2012 - April 2014
BNY Mellon May 2010 - August 2011
SCS Financial August 2008 - December 2008
Goldman Sachs July 2007 - December 2007
Skills
Equities, Fixed Income, Hedge Funds, Mutual Funds, Investments, Bloomberg, Financial Services, Series 63, Securities, Portfolio Management, Financial Modeling, Financial Analysis, Asset Management, Wealth Management, Due Diligence, Private Equity
Education
Northeastern University 2004 — 2010
Bachelor of Science (BS), Accounting and Finance
Zac Sheffer's Credit Suisse Experience January 2012 - June 2012
Job CEO, Founder at Elsen
Industry Mechanical or Industrial Engineering
Experience
Elsen April 2013 - Present
American Power Conversion June 2012 - August 2013
Credit Suisse January 2012 - June 2012
American Power Conversion July 2011 - December 2011
Abbott On Call, Inc January 2011 - July 2011
APC January 2010 - December 2010
African Bushmeat Expedition May 2008 - March 2010
Conservation and Research for Endangered Species May 2009 - August 2009
SeaBotix May 2008 - September 2008
SAIC May 2007 - July 2007
Skills
Matlab, Solidworks, AutoCAD, Engineering, Product Design, Machining, C++, Mechanical Engineering, Inventor, Labview, Research, Pro Engineer, Finite Element Analysis, Engineering Design, Minitab, ANSYS, VBA, Energy Efficiency, Product Development, CFD, Python, iOS development, Stocks, Fluid Mechanics, jQuery, JavaScript, Microsoft Excel, Programming, Testing, R&D, SolidWorks
Education
Northeastern University 2009 — 2013
BS, Mechanical Engineering
Elsen April 2013 - Present
American Power Conversion June 2012 - August 2013
Credit Suisse January 2012 - June 2012
American Power Conversion July 2011 - December 2011
Abbott On Call, Inc January 2011 - July 2011
APC January 2010 - December 2010
African Bushmeat Expedition May 2008 - March 2010
Conservation and Research for Endangered Species May 2009 - August 2009
SeaBotix May 2008 - September 2008
SAIC May 2007 - July 2007
Skills
Matlab, Solidworks, AutoCAD, Engineering, Product Design, Machining, C++, Mechanical Engineering, Inventor, Labview, Research, Pro Engineer, Finite Element Analysis, Engineering Design, Minitab, ANSYS, VBA, Energy Efficiency, Product Development, CFD, Python, iOS development, Stocks, Fluid Mechanics, jQuery, JavaScript, Microsoft Excel, Programming, Testing, R&D, SolidWorks
Education
Northeastern University 2009 — 2013
BS, Mechanical Engineering
Joshua Buksbaum Joshua Buksbaum's Credit Suisse Experience 2001 - August 2001
Job
Industry Capital Markets
Experience
Standard & Poor's August 2013 - Present
Fitch Ratings January 2008 - 2011
Fitch Ratings June 2005 - December 2007
CSFB August 2004 - May 2005
Credit Suisse 2001 - August 2001
JPMorgan October 1993 - September 2000
Grantchester Securities September 1992 - October 1993
Skills
Business Strategy, Investor Marketing, Marketing Strategy, Leveraged Finance, Business Development, Capital Markets, Institutional Investors, Outstanding Client..., Sales Presentations, Business Relationship..., Collaboration Solutions, High Yield, CLO's, Leveraged loans, Investor Relations, Fixed Income, Credit, Corporate Finance, Emerging Markets, Investments, Bonds, Portfolio Management, Private Equity, Asset Management, Equities, Strategy, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance, Technology
Northeastern University 1984 — 1989
Business, Finance
Standard & Poor's August 2013 - Present
Fitch Ratings January 2008 - 2011
Fitch Ratings June 2005 - December 2007
CSFB August 2004 - May 2005
Credit Suisse 2001 - August 2001
JPMorgan October 1993 - September 2000
Grantchester Securities September 1992 - October 1993
Skills
Business Strategy, Investor Marketing, Marketing Strategy, Leveraged Finance, Business Development, Capital Markets, Institutional Investors, Outstanding Client..., Sales Presentations, Business Relationship..., Collaboration Solutions, High Yield, CLO's, Leveraged loans, Investor Relations, Fixed Income, Credit, Corporate Finance, Emerging Markets, Investments, Bonds, Portfolio Management, Private Equity, Asset Management, Equities, Strategy, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance, Technology
Northeastern University 1984 — 1989
Business, Finance
Beau Corey Beau Corey's Credit Suisse Experience March 2013 - May 2014
Job Assistant Vice President; Valuation at Bank of America
Industry Banking
Experience
Bank of America May 2014 - Present
Credit Suisse March 2013 - May 2014
Verity Asset Management April 2012 - February 2013
Education
North Carolina State University - College of Management 2010 — 2011
Masters, Accounting
North Carolina State University - College of Management 2006 — 2010
Bachelor's, Accounting, Finance
Bank of America May 2014 - Present
Credit Suisse March 2013 - May 2014
Verity Asset Management April 2012 - February 2013
Education
North Carolina State University - College of Management 2010 — 2011
Masters, Accounting
North Carolina State University - College of Management 2006 — 2010
Bachelor's, Accounting, Finance
Greg Bratshpis Greg Bratshpis's Credit Suisse Experience 2006 - 2007
Job at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2011 - Present
UBS Investment Bank 2010 - 2011
Wachovia 2007 - 2010
Credit Suisse 2006 - 2007
United Health Group 2003 - 2006
IntegraSolv Corp. 1997 - 2002
Merrill Lynch 1994 - 1997
AT&T 1990 - 1994
Skills
Product Development, Team Building, Finance, Budgets, Executive Management, Marketing, Sales, Back Office, Securities, Business Process..., Capital Markets, Software Project..., Requirements Analysis, Data Warehousing, Requirements Gathering, Agile Methodologies, Business Intelligence, Business Process..., Cross-functional Team..., Data Modeling, Financial Markets, Product Management, Project Portfolio..., Solution Architecture, Start-ups, Strategy, Technical Leadership, Vendor Management, Business Requirements, Derivatives, Electronic Trading, FX Options, Management Consulting, Market Data, Banking
Education
Northeastern University 1989 — 1990
MS, Computer Science
Moscow Institute of Chemical Machinery 1978 — 1983
MS, Mechanical Engineering
Deutsche Bank 2011 - Present
UBS Investment Bank 2010 - 2011
Wachovia 2007 - 2010
Credit Suisse 2006 - 2007
United Health Group 2003 - 2006
IntegraSolv Corp. 1997 - 2002
Merrill Lynch 1994 - 1997
AT&T 1990 - 1994
Skills
Product Development, Team Building, Finance, Budgets, Executive Management, Marketing, Sales, Back Office, Securities, Business Process..., Capital Markets, Software Project..., Requirements Analysis, Data Warehousing, Requirements Gathering, Agile Methodologies, Business Intelligence, Business Process..., Cross-functional Team..., Data Modeling, Financial Markets, Product Management, Project Portfolio..., Solution Architecture, Start-ups, Strategy, Technical Leadership, Vendor Management, Business Requirements, Derivatives, Electronic Trading, FX Options, Management Consulting, Market Data, Banking
Education
Northeastern University 1989 — 1990
MS, Computer Science
Moscow Institute of Chemical Machinery 1978 — 1983
MS, Mechanical Engineering
Patrick Flynn Patrick Flynn's Credit Suisse Experience January 2008 - June 2008
Job Vice President of Business Development at Cortica
Industry Internet
Experience
Cortica August 2014 - Present
Cortica June 2013 - August 2014
adMarketplace May 2011 - June 2013
NCMFX, Inc. January 2009 - May 2011
Credit Suisse January 2008 - June 2008
RINET Company, LLC January 2007 - June 2007
PricewaterhouseCoopers January 2006 - June 2006
Skills
Financial Analysis, Financial Reporting, PPC, Financial Planners, Publisher Management, Internet Advertising, Pay Per Click..., SQL, Vertica, Microsoft Excel, Data Analysis, Relationship Management, Sales, Management, Project Management, Pattern Recognition, Problem Solving, Business Development, Online Marketing, Publishing, Lead Generation, Online Advertising, Ad Networks, SEM, Search Advertising, Advertising, Mobile Advertising
Education
Northeastern University 2004 — 2008
Bachelors, Finance, Accounting
Masuk HS
Cortica August 2014 - Present
Cortica June 2013 - August 2014
adMarketplace May 2011 - June 2013
NCMFX, Inc. January 2009 - May 2011
Credit Suisse January 2008 - June 2008
RINET Company, LLC January 2007 - June 2007
PricewaterhouseCoopers January 2006 - June 2006
Skills
Financial Analysis, Financial Reporting, PPC, Financial Planners, Publisher Management, Internet Advertising, Pay Per Click..., SQL, Vertica, Microsoft Excel, Data Analysis, Relationship Management, Sales, Management, Project Management, Pattern Recognition, Problem Solving, Business Development, Online Marketing, Publishing, Lead Generation, Online Advertising, Ad Networks, SEM, Search Advertising, Advertising, Mobile Advertising
Education
Northeastern University 2004 — 2008
Bachelors, Finance, Accounting
Masuk HS
Brittany Parisi Brittany Parisi's Credit Suisse Experience October 2009 - December 2009
Job Associate at Stonehaven, LLC
Industry Investment Banking
Experience
STONEHAVEN, LLC November 2013 - Present
Barclays Capital February 2010 - November 2013
Credit Suisse October 2009 - December 2009
Instituto Poblano para la Productividad Competitiva January 2008 - May 2008
Merrill Lynch December 2006 - July 2007
Education
Northeastern University 2004 — 2009
BSIB, International Business with a Concentration in Finance
STONEHAVEN, LLC November 2013 - Present
Barclays Capital February 2010 - November 2013
Credit Suisse October 2009 - December 2009
Instituto Poblano para la Productividad Competitiva January 2008 - May 2008
Merrill Lynch December 2006 - July 2007
Education
Northeastern University 2004 — 2009
BSIB, International Business with a Concentration in Finance
Avinash Gawade Avinash Gawade's Credit Suisse Experience November 2014 - Present
Job Technical Lead at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse November 2014 - Present
RR Donnelley July 2010 - November 2014
Mediawide January 2009 - June 2010
Amdocs July 2006 - January 2009
Sansui Software February 2005 - June 2006
Skills
C/C++ STL, PL/SQL, Linux, TCP/IP, Socket Programming, Multithreaded..., Perl, Python, Shell Scripting, RTOS, UML, XML, XSLT, JavaScript, Agile Methodologies, Sybase, Oracle, Microsoft SQL Server, C# 4.0, ASP.NET MVC, WCF Services, AJAX, C++, Unix, C
Education
CDAC, ACTS, Pune 2004 — 2005
Post Graduate Diploma In Advanced Computing
North Maharashtra University 1999 — 2003
Bachelor of Engineering (BE), Electronics and Telecommunication
Credit Suisse November 2014 - Present
RR Donnelley July 2010 - November 2014
Mediawide January 2009 - June 2010
Amdocs July 2006 - January 2009
Sansui Software February 2005 - June 2006
Skills
C/C++ STL, PL/SQL, Linux, TCP/IP, Socket Programming, Multithreaded..., Perl, Python, Shell Scripting, RTOS, UML, XML, XSLT, JavaScript, Agile Methodologies, Sybase, Oracle, Microsoft SQL Server, C# 4.0, ASP.NET MVC, WCF Services, AJAX, C++, Unix, C
Education
CDAC, ACTS, Pune 2004 — 2005
Post Graduate Diploma In Advanced Computing
North Maharashtra University 1999 — 2003
Bachelor of Engineering (BE), Electronics and Telecommunication
Rick Olhava Rick Olhava's Credit Suisse Experience June 1999 - August 2007
Job Senior Operations Manager
Industry Printing
Experience
Cobo Ink June 2012 - Present
Blackduck High School August 2007 - June 2012
Credit Suisse June 1999 - August 2007
Education
Northern Illinois University
BS, Mathematical Statistics and Probability
Cobo Ink June 2012 - Present
Blackduck High School August 2007 - June 2012
Credit Suisse June 1999 - August 2007
Education
Northern Illinois University
BS, Mathematical Statistics and Probability
Jordan Kay's Credit Suisse Experience June 2011 - August 2011
Job Tax Staff Financial Services at Ernst & Young
Industry Accounting
Experience
Ernst & Young November 2013 - Present
Ernst & Young January 2012 - April 2012
Credit Suisse June 2011 - August 2011
Howard Merrell & Partners January 2009 - May 2010
AOA Signs January 2007 - August 2008
Education
North Carolina State University - College of Management 2012 — 2013
Jenkins Master of Accounting (MAC) Program, Tax Concentration
North Carolina State University - College of Management 2008 — 2012
B.S., Accounting - Internal Audit Concentration
Ernst & Young November 2013 - Present
Ernst & Young January 2012 - April 2012
Credit Suisse June 2011 - August 2011
Howard Merrell & Partners January 2009 - May 2010
AOA Signs January 2007 - August 2008
Education
North Carolina State University - College of Management 2012 — 2013
Jenkins Master of Accounting (MAC) Program, Tax Concentration
North Carolina State University - College of Management 2008 — 2012
B.S., Accounting - Internal Audit Concentration
James Goett's Credit Suisse Experience June 2001 - June 2004
Job Real Estate Banker turned Developer
Industry Real Estate
Experience
Scuta Real Estate LLC March 2008 - Present
Countrywide Capital Markets May 2006 - March 2008
Nomura Credit & Capital July 2004 - May 2006
Credit Suisse June 2001 - June 2004
Skills
CMBS, Single Family Homes, Foreclosures, Loan Origination, Loan Work-outs, Mezzanine, Construction Management, Real Estate Development, Commercial Real Estate, Commercial Lending, Private Equity, Real Estate Private..., Investments, Investment Properties, Portfolio Management, Loans, Financial Structuring, Due Diligence
Education
Northeastern University 1996 — 2001
B.S.B.A., Finance and Insurance
Rumson-Fair Haven Regional 1992 — 1996
Scuta Real Estate LLC March 2008 - Present
Countrywide Capital Markets May 2006 - March 2008
Nomura Credit & Capital July 2004 - May 2006
Credit Suisse June 2001 - June 2004
Skills
CMBS, Single Family Homes, Foreclosures, Loan Origination, Loan Work-outs, Mezzanine, Construction Management, Real Estate Development, Commercial Real Estate, Commercial Lending, Private Equity, Real Estate Private..., Investments, Investment Properties, Portfolio Management, Loans, Financial Structuring, Due Diligence
Education
Northeastern University 1996 — 2001
B.S.B.A., Finance and Insurance
Rumson-Fair Haven Regional 1992 — 1996
Stephen Ngo's Credit Suisse Experience July 2014 - December 2014
Job
Industry Financial Services
Experience
Northeastern University January 2015 - May 2015
Credit Suisse July 2014 - December 2014
Wayfair July 2013 - December 2013
Out of Bounds September 2011 - June 2012
Skills
Microsoft Excel, SQL, Microsoft SQL Server, Oracle SQL Developer, R, Stata, PowerPoint, Microsoft PowerPoint, Data Analytics, Pricing Strategy, Econometrics, Equity Research, Accounting, Microsoft Word, Microsoft Publisher, Spanish, Swimming, Academic Tutoring, Microsoft Access, Information Technology, Python, Java, XML, QuickBooks, Analysis, Pricing Analysis, Pricing Optimization, Equity Valuation, Game Theory, Development Economics, Public Speaking
Education
Northeastern University 2012 — 2016
Bachelor’s Degree, Economics
The London School of Economics and Political Science (LSE)
Economics
Oxford Academy 2006 — 2012
High School
Northeastern University January 2015 - May 2015
Credit Suisse July 2014 - December 2014
Wayfair July 2013 - December 2013
Out of Bounds September 2011 - June 2012
Skills
Microsoft Excel, SQL, Microsoft SQL Server, Oracle SQL Developer, R, Stata, PowerPoint, Microsoft PowerPoint, Data Analytics, Pricing Strategy, Econometrics, Equity Research, Accounting, Microsoft Word, Microsoft Publisher, Spanish, Swimming, Academic Tutoring, Microsoft Access, Information Technology, Python, Java, XML, QuickBooks, Analysis, Pricing Analysis, Pricing Optimization, Equity Valuation, Game Theory, Development Economics, Public Speaking
Education
Northeastern University 2012 — 2016
Bachelor’s Degree, Economics
The London School of Economics and Political Science (LSE)
Economics
Oxford Academy 2006 — 2012
High School
Nick Morrow's Credit Suisse Experience January 2012 - July 2012
Job Regional Market Manager at Relay Foods
Industry Information Technology and Services
Experience
Relay Foods May 2015 - Present
Relay Foods August 2014 - Present
Experian Data Quality November 2012 - May 2014
Credit Suisse January 2012 - July 2012
Andre's Cafe June 2011 - December 2011
State Street January 2010 - July 2010
Skills
Microsoft Office, PowerPoint, Excel, Microsoft Excel, Salesforce.com, Time Management, Social Media, Marketing, Management, Leadership, Sales Management, Sales, SaaS, Account Management, Lead Generation
Education
Northeastern University 2008 — 2012
BSBA, Entrepreneurship
Sea Education Association 2011 — 2011
University College Dublin 2010 — 2011
Ridgefield High School 2004 — 2008
Relay Foods May 2015 - Present
Relay Foods August 2014 - Present
Experian Data Quality November 2012 - May 2014
Credit Suisse January 2012 - July 2012
Andre's Cafe June 2011 - December 2011
State Street January 2010 - July 2010
Skills
Microsoft Office, PowerPoint, Excel, Microsoft Excel, Salesforce.com, Time Management, Social Media, Marketing, Management, Leadership, Sales Management, Sales, SaaS, Account Management, Lead Generation
Education
Northeastern University 2008 — 2012
BSBA, Entrepreneurship
Sea Education Association 2011 — 2011
University College Dublin 2010 — 2011
Ridgefield High School 2004 — 2008
Greg Williamson Greg Williamson's Credit Suisse Experience July 2013 - Present
Job Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2013 - Present
Wellington Management January 2010 - July 2010
Skills
Equities, Equity Valuation, Investments, Quantitative Research, Capital IQ, Financial Analysis, Macro Analysis, Financial Modeling, Equity Strategy
Education
Northeastern University 2008 — 2013
BSBA, Finance & Economics, summa cum laude
Sparta High School 2004 — 2008
Credit Suisse July 2013 - Present
Wellington Management January 2010 - July 2010
Skills
Equities, Equity Valuation, Investments, Quantitative Research, Capital IQ, Financial Analysis, Macro Analysis, Financial Modeling, Equity Strategy
Education
Northeastern University 2008 — 2013
BSBA, Finance & Economics, summa cum laude
Sparta High School 2004 — 2008
Casey Brucken Casey Brucken's Credit Suisse Experience July 2010 - Present
Job Business Analyst at Credit Suisse
Industry Information Services
Experience
Credit Suisse July 2010 - Present
Credit Suisse July 2010 - July 2011
Credit Suisse June 2009 - August 2009
YMCA of Greater Charlotte May 2008 - August 2008
YMCA of Greater Charlotte May 2007 - July 2008
YMCA of Greater Charlotte May 2007 - May 2008
Skills
Six Sigma - Green Belt, SQL, Visual Basic, Microsoft Office, Data Warehousing, Business Analysis, MS Project, Visio, Six Sigma, Access, PowerPoint, Excel, Word, Outlook, Problem Solving
Education
North Carolina State University - College of Management 2006 — 2010
Bachelor of Science, Business Administration - Information Systems
Credit Suisse July 2010 - Present
Credit Suisse July 2010 - July 2011
Credit Suisse June 2009 - August 2009
YMCA of Greater Charlotte May 2008 - August 2008
YMCA of Greater Charlotte May 2007 - July 2008
YMCA of Greater Charlotte May 2007 - May 2008
Skills
Six Sigma - Green Belt, SQL, Visual Basic, Microsoft Office, Data Warehousing, Business Analysis, MS Project, Visio, Six Sigma, Access, PowerPoint, Excel, Word, Outlook, Problem Solving
Education
North Carolina State University - College of Management 2006 — 2010
Bachelor of Science, Business Administration - Information Systems
Daniel Asulin Daniel Asulin's Credit Suisse Experience July 2014 - December 2014
Job HOLT U.S. Sector Specialist at Credit Suisse
Industry Investment Banking
Experience
Northeastern University's Alternative Investment Summit 2011 - May 2015
Credit Suisse July 2014 - December 2014
Wellington Management June 2013 - February 2014
State Street Global Markets July 2012 - March 2013
Northeastern University Entrepreneurs Club September 2011 - October 2012
Skills
Bloomberg, Finance, Microsoft Excel, Bloomberg Terminal, Entrepreneurship, Financial Analysis, PowerPoint, Investments, Valuation, Foreign Currency, Non-profit Leadership, Funding, Microsoft Word, Equities, Market Research, Trading, 401k, Alternative Investments, Equity Trading, Fixed Income, Microsoft Office, Financial Reporting, Outlook, Delivering on time, Time Management
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2015
Finance and Accounting, 4th year
Northeastern University
Northeastern University's Alternative Investment Summit 2011 - May 2015
Credit Suisse July 2014 - December 2014
Wellington Management June 2013 - February 2014
State Street Global Markets July 2012 - March 2013
Northeastern University Entrepreneurs Club September 2011 - October 2012
Skills
Bloomberg, Finance, Microsoft Excel, Bloomberg Terminal, Entrepreneurship, Financial Analysis, PowerPoint, Investments, Valuation, Foreign Currency, Non-profit Leadership, Funding, Microsoft Word, Equities, Market Research, Trading, 401k, Alternative Investments, Equity Trading, Fixed Income, Microsoft Office, Financial Reporting, Outlook, Delivering on time, Time Management
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2015
Finance and Accounting, 4th year
Northeastern University
Nathan Zimmerman Nathan Zimmerman's Credit Suisse Experience June 2007 - December 2012
Job Lead Accountant at The Hewn Group
Industry Accounting
Experience
The Hewn Group LLC August 2011 - Present
ATC Solutions January 2014 - February 2015
Oak City Academy January 2013 - June 2014
Tall Traditions Building Company July 2013 - January 2014
Play For Hope International January 2012 - February 2013
Credit Suisse June 2007 - December 2012
Liberty Mutual Insurance January 2007 - May 2007
Skills
Accounting for Small..., Small Business, Bookkeeping, Accounting, QuickBooks, Small Business..., Non-profit Finance, Microsoft Excel, Financial Control, Control, Analysis, Process Improvement, Economics, Finance, Business Analysis, Financial Analysis, Non-profit Volunteer
Education
North Carolina State University - College of Management 2002 — 2006
Bachelors, Business Management
The Hewn Group LLC August 2011 - Present
ATC Solutions January 2014 - February 2015
Oak City Academy January 2013 - June 2014
Tall Traditions Building Company July 2013 - January 2014
Play For Hope International January 2012 - February 2013
Credit Suisse June 2007 - December 2012
Liberty Mutual Insurance January 2007 - May 2007
Skills
Accounting for Small..., Small Business, Bookkeeping, Accounting, QuickBooks, Small Business..., Non-profit Finance, Microsoft Excel, Financial Control, Control, Analysis, Process Improvement, Economics, Finance, Business Analysis, Financial Analysis, Non-profit Volunteer
Education
North Carolina State University - College of Management 2002 — 2006
Bachelors, Business Management
Leslie Cannon Leslie Cannon's Credit Suisse Experience May 2015 - Present
Job Relationship Associate, Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
McGladrey July 2013 - June 2015
McGladrey October 2008 - June 2013
Merrill Lynch June 2005 - August 2006
GEM Realty Capital, Inc. October 2003 - June 2006
UBS June 2003 - October 2003
Lehman Brothers February 2001 - June 2003
Lehman Brothers September 2000 - January 2001
Skills
Wealth Management..., Cash Management, Personal Financial..., Investment Advisory, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Client Service Oriented, Manage Client..., Client Education, Series 7, Series 66
Education
Northeastern Illinois University 2003 — 2006
Bachelor of Arts (B.A.), Secondary Education, English
Rutgers University 2000 — 2000
Credit Suisse May 2015 - Present
McGladrey July 2013 - June 2015
McGladrey October 2008 - June 2013
Merrill Lynch June 2005 - August 2006
GEM Realty Capital, Inc. October 2003 - June 2006
UBS June 2003 - October 2003
Lehman Brothers February 2001 - June 2003
Lehman Brothers September 2000 - January 2001
Skills
Wealth Management..., Cash Management, Personal Financial..., Investment Advisory, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Client Service Oriented, Manage Client..., Client Education, Series 7, Series 66
Education
Northeastern Illinois University 2003 — 2006
Bachelor of Arts (B.A.), Secondary Education, English
Rutgers University 2000 — 2000
Michael Tadros, CFA's Credit Suisse Experience July 2009 - December 2009
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Venture Capital & Private Equity
Experience
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services April 2013 - March 2014
John Hancock Financial Services April 2012 - March 2013
John Hancock Financial Services January 2011 - April 2012
Credit Suisse July 2009 - December 2009
Credit Suisse July 2008 - December 2008
Wellington Management July 2007 - April 2008
Skills
Financial Modeling, Investments, Financial Analysis, Fixed Income, Equities, Valuation, Finance, Portfolio Management, Asset Management, Capital Markets, Corporate Finance, Alternative Investments, Private Placements, Due Diligence
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Northeastern University 2005 — 2010
Bachelor of Science Degree, Finance, Accounting, Economics
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services April 2013 - March 2014
John Hancock Financial Services April 2012 - March 2013
John Hancock Financial Services January 2011 - April 2012
Credit Suisse July 2009 - December 2009
Credit Suisse July 2008 - December 2008
Wellington Management July 2007 - April 2008
Skills
Financial Modeling, Investments, Financial Analysis, Fixed Income, Equities, Valuation, Finance, Portfolio Management, Asset Management, Capital Markets, Corporate Finance, Alternative Investments, Private Placements, Due Diligence
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Northeastern University 2005 — 2010
Bachelor of Science Degree, Finance, Accounting, Economics
Daniel Biron Daniel Biron's Credit Suisse Experience October 2003 - October 2007
Job Senior Managing Director Seniors Housing at Berkadia Commercial Mortgage LLC
Industry Hospital & Health Care
Experience
Berkadia Commercial Mortgage LLC September 2011 - Present
Walker & Dunlop May 2011 - September 2011
Lancaster Pollard January 2008 - May 2011
Credit Suisse October 2003 - October 2007
Life Care Centers of America June 1999 - October 2003
Gosman Capital 1986 - 2000
Education
Northeastern University 1980 — 1984
BS, Accounting
La Salette
Berkadia Commercial Mortgage LLC September 2011 - Present
Walker & Dunlop May 2011 - September 2011
Lancaster Pollard January 2008 - May 2011
Credit Suisse October 2003 - October 2007
Life Care Centers of America June 1999 - October 2003
Gosman Capital 1986 - 2000
Education
Northeastern University 1980 — 1984
BS, Accounting
La Salette
Peter Varela Peter Varela's Credit Suisse Experience 2007 - 2008
Job Senior Account Executive at Magnolia Bank
Industry Financial Services
Experience
Magnolia Bank February 2015 - Present
InHouse Solutions May 2011 - September 2014
Brightgreen Home Loans June 2009 - February 2011
Credit Suisse 2007 - 2008
DeepGreen Financial 2005 - 2006
Macquarie Bank 2002 - 2005
Quality Mortgage-Amresco Corp 1993 - 1998
Mission Valley Bank 1988 - 1989
Skills
Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Loan Origination, Banking, Loans, Refinance, Appraisals, Management, Residential Mortgages, Communication, USDA, FHA, Customer Service, Credit, Real Estate Financing, Reverse Mortgages, Credit Analysis, Underwriting, Real Estate Economics, Team Building
Education
University of Idaho 1982 — 1984
economics, business
North Idaho College 1977 — 1979
AA, business
Magnolia Bank February 2015 - Present
InHouse Solutions May 2011 - September 2014
Brightgreen Home Loans June 2009 - February 2011
Credit Suisse 2007 - 2008
DeepGreen Financial 2005 - 2006
Macquarie Bank 2002 - 2005
Quality Mortgage-Amresco Corp 1993 - 1998
Mission Valley Bank 1988 - 1989
Skills
Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Loan Origination, Banking, Loans, Refinance, Appraisals, Management, Residential Mortgages, Communication, USDA, FHA, Customer Service, Credit, Real Estate Financing, Reverse Mortgages, Credit Analysis, Underwriting, Real Estate Economics, Team Building
Education
University of Idaho 1982 — 1984
economics, business
North Idaho College 1977 — 1979
AA, business
Barrett Knowles Barrett Knowles's Credit Suisse Experience March 2014 - Present
Job US Equity Derivatives Trade Management Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2014 - Present
Credit Suisse July 2012 - March 2014
Scottrade September 2011 - April 2012
Western & Southern Financial Group June 2011 - August 2011
Skills
Economics, Financial Services, Microsoft Office, Investments, Marketing, Equities, Valuation, SAS, Stock Market, Modern Portfolio Theory, Fixed Income, Asset Management, Investment Banking, Analysis, Leadership, Customer Service, Microsoft Word, Finance, Time Management, Teamwork, Convertible Bonds, Structured Notes
Education
North Carolina State University - College of Management 2008 — 2012
B.S., Economics
Credit Suisse March 2014 - Present
Credit Suisse July 2012 - March 2014
Scottrade September 2011 - April 2012
Western & Southern Financial Group June 2011 - August 2011
Skills
Economics, Financial Services, Microsoft Office, Investments, Marketing, Equities, Valuation, SAS, Stock Market, Modern Portfolio Theory, Fixed Income, Asset Management, Investment Banking, Analysis, Leadership, Customer Service, Microsoft Word, Finance, Time Management, Teamwork, Convertible Bonds, Structured Notes
Education
North Carolina State University - College of Management 2008 — 2012
B.S., Economics
Charlie Cao Charlie Cao's Credit Suisse Experience June 2008 - January 2009
Job Experienced Senior Consultant Risk & Compliance at Protiviti
Industry Management Consulting
Experience
Protiviti September 2015 - Present
Northern Trust January 2013 - July 2014
Northern Trust October 2009 - January 2014
Northern Trust August 2011 - January 2013
Northern Trust January 2009 - July 2011
Credit Suisse June 2008 - January 2009
HSBC March 2007 - September 2007
Skills
Financial Services, Risk Management, Investments, Financial Analysis, Mutual Funds, Credit, Team Leadership, Credit Analysis, Thought Leadership, Relationship Management, Fund Accounting, Financial Risk, Mandarin, Credit Risk, Account Reconciliation, Economics, Equity Research, Financial Markets, Investment Strategies, Diversity & Inclusion, Strategic Thinking, Global Strategy
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2015
Master of Business Administration (M.B.A.), Global Strategic Management
Northern Illinois University 2004 — 2008
B.S, Finance
Protiviti September 2015 - Present
Northern Trust January 2013 - July 2014
Northern Trust October 2009 - January 2014
Northern Trust August 2011 - January 2013
Northern Trust January 2009 - July 2011
Credit Suisse June 2008 - January 2009
HSBC March 2007 - September 2007
Skills
Financial Services, Risk Management, Investments, Financial Analysis, Mutual Funds, Credit, Team Leadership, Credit Analysis, Thought Leadership, Relationship Management, Fund Accounting, Financial Risk, Mandarin, Credit Risk, Account Reconciliation, Economics, Equity Research, Financial Markets, Investment Strategies, Diversity & Inclusion, Strategic Thinking, Global Strategy
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2015
Master of Business Administration (M.B.A.), Global Strategic Management
Northern Illinois University 2004 — 2008
B.S, Finance
Levi Neely Levi Neely's Credit Suisse Experience March 2010 - June 2014
Job Cap Markets Analyst RMBS at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Credit Suisse March 2010 - June 2014
American Airlines October 2006 - March 2010
TigerDirect.com February 2008 - April 2008
Wilson's Leather July 2005 - October 2006
Electronics Boutique November 2004 - July 2005
Dick's Sporting Goods June 2000 - November 2004
Skills
People Management, Intellimatch, Marketing Research, Direct marketing, Scheduling, Logistics, Process Engineering, Process Improvement, Process Management, New Hire Orientation, New Hire Training, Inventory Management, Inventory Control, Operation Analysis, Business Analysis, Lean Sigma, Green Belt, Detail Orientation, Presenter, Music Teaching, Musical Performance, Acting, Microsoft Office, Windows 7, Mac OS X, Android, Fishing, People Skills, Woodworking, Electronics, Merchandising, Delegation, Customer Service, Documentation, Analysis, Customer Satisfaction, Retail Management, Management, Six Sigma, Software Documentation, Store Management, Operational Excellence, Sales, Cross-functional Team..., Vendor Management, Business Process..., Process Scheduler, Project Management, Microsoft Excel, Banking
Education
University of Phoenix 2005 — 2008
B.S. in Business Management, E-Commerce
North Carolina State University - College of Management 1998 — 2001
B.S., Business Management
Fuquay-Varina High School 1994 — 1998
H.S. Diploma, College Preparation
Wells Fargo Securities July 2014 - Present
Credit Suisse March 2010 - June 2014
American Airlines October 2006 - March 2010
TigerDirect.com February 2008 - April 2008
Wilson's Leather July 2005 - October 2006
Electronics Boutique November 2004 - July 2005
Dick's Sporting Goods June 2000 - November 2004
Skills
People Management, Intellimatch, Marketing Research, Direct marketing, Scheduling, Logistics, Process Engineering, Process Improvement, Process Management, New Hire Orientation, New Hire Training, Inventory Management, Inventory Control, Operation Analysis, Business Analysis, Lean Sigma, Green Belt, Detail Orientation, Presenter, Music Teaching, Musical Performance, Acting, Microsoft Office, Windows 7, Mac OS X, Android, Fishing, People Skills, Woodworking, Electronics, Merchandising, Delegation, Customer Service, Documentation, Analysis, Customer Satisfaction, Retail Management, Management, Six Sigma, Software Documentation, Store Management, Operational Excellence, Sales, Cross-functional Team..., Vendor Management, Business Process..., Process Scheduler, Project Management, Microsoft Excel, Banking
Education
University of Phoenix 2005 — 2008
B.S. in Business Management, E-Commerce
North Carolina State University - College of Management 1998 — 2001
B.S., Business Management
Fuquay-Varina High School 1994 — 1998
H.S. Diploma, College Preparation
Joshua Mader Joshua Mader's Credit Suisse Experience January 2015 - July 2015
Job Equity Investment Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - July 2015
Wellington Management January 2014 - June 2014
The Savings Bank September 2011 - June 2012
Skills
Microsoft Office, Team Leadership, Microsoft Word, Customer Service, Diligent, Syndicated Loans, Loans, Outlook, Accounting, Banking, Access, Syndications, Spanish, Leadership, Data Analysis, Analysis, Teamwork, Finance, PowerPoint
Education
Northeastern University 2012 — 2016
Bachelor’s Degree, Business Administration, 3.7
Wakefield Memorial High School 2008 — 2012
Credit Suisse January 2015 - July 2015
Wellington Management January 2014 - June 2014
The Savings Bank September 2011 - June 2012
Skills
Microsoft Office, Team Leadership, Microsoft Word, Customer Service, Diligent, Syndicated Loans, Loans, Outlook, Accounting, Banking, Access, Syndications, Spanish, Leadership, Data Analysis, Analysis, Teamwork, Finance, PowerPoint
Education
Northeastern University 2012 — 2016
Bachelor’s Degree, Business Administration, 3.7
Wakefield Memorial High School 2008 — 2012
Prachi Bhansali Prachi Bhansali's Credit Suisse Experience July 2013 - December 2014
Job Actively seeking Coop/Internship Opportunities starting January 2016 | Software Developer
Industry Computer Software
Experience
Credit Suisse July 2013 - December 2014
Tata Consultancy Services May 2012 - July 2012
Skills
Java, SQL, Databases, Web Development, C++, Unix Shell Scripting, Shell Scripting, Programming, HTML, PL/SQL, JSP, JavaScript, CSS, Eclipse, Linux, Racket, Unix
Education
Northeastern University 2014 — 2016
Master's degree, Computer Science, 3.89/4.0
Veermata Jijabai Technical Institute 2009 — 2013
Bachelor of Technology (BTech), Computer Engineering, 7.9/10
Credit Suisse July 2013 - December 2014
Tata Consultancy Services May 2012 - July 2012
Skills
Java, SQL, Databases, Web Development, C++, Unix Shell Scripting, Shell Scripting, Programming, HTML, PL/SQL, JSP, JavaScript, CSS, Eclipse, Linux, Racket, Unix
Education
Northeastern University 2014 — 2016
Master's degree, Computer Science, 3.89/4.0
Veermata Jijabai Technical Institute 2009 — 2013
Bachelor of Technology (BTech), Computer Engineering, 7.9/10
Harrison Solomon's Credit Suisse Experience January 2015 - June 2015
Job Student at Northeastern University
Industry Financial Services
Experience
Credit Suisse January 2015 - June 2015
John Hancock Financial Services January 2014 - June 2014
WTAS, LLC January 2013 - April 2013
Skills
Financial Analysis, Access, Bloomberg, Valuation, SQL, VBA, Microsoft Excel, Matlab, Financial Modeling, Risk Management, Analysis
Education
Northeastern University 2011 — 2015
Bachelor of Science (BS), Economics, Senior
The London School of Economics and Political Science (LSE)
Study Abroad
Credit Suisse January 2015 - June 2015
John Hancock Financial Services January 2014 - June 2014
WTAS, LLC January 2013 - April 2013
Skills
Financial Analysis, Access, Bloomberg, Valuation, SQL, VBA, Microsoft Excel, Matlab, Financial Modeling, Risk Management, Analysis
Education
Northeastern University 2011 — 2015
Bachelor of Science (BS), Economics, Senior
The London School of Economics and Political Science (LSE)
Study Abroad
Craig Curelop Craig Curelop's Credit Suisse Experience July 2013 - December 2013
Job Deal Team Analyst at Hercules Technology Growth Capital
Industry Venture Capital & Private Equity
Experience
Luvo. March 2012 - May 2015
Hercules Technology Growth Capital June 2014 - December 2014
Credit Suisse July 2013 - December 2013
Eagle Investment Systems July 2012 - December 2012
Foreign Car Specialties April 2011 - June 2012
Skills
Social Media, Non-profits, Microsoft Office, PowerPoint, Fundraising, Research, Microsoft Excel, Community Outreach, Volunteer Management, Event Planning, Microsoft Word, QuickBooks, Leadership, Marketing Strategy, Customer Service, Outlook, Social Networking, Public Speaking, Team Leadership, Social Media Marketing, Accounts Payable, Spanish, Data Analysis, Management, Marketing Communications, Accounts Receivable, Access, Financial Analysis, Facebook
Education
Northeastern University 2010 — 2015
Bachelor of Science, Business Administration; Management Information Systems and Finance
Leicester High School 2006 — 2010
High School Diploma
Luvo. March 2012 - May 2015
Hercules Technology Growth Capital June 2014 - December 2014
Credit Suisse July 2013 - December 2013
Eagle Investment Systems July 2012 - December 2012
Foreign Car Specialties April 2011 - June 2012
Skills
Social Media, Non-profits, Microsoft Office, PowerPoint, Fundraising, Research, Microsoft Excel, Community Outreach, Volunteer Management, Event Planning, Microsoft Word, QuickBooks, Leadership, Marketing Strategy, Customer Service, Outlook, Social Networking, Public Speaking, Team Leadership, Social Media Marketing, Accounts Payable, Spanish, Data Analysis, Management, Marketing Communications, Accounts Receivable, Access, Financial Analysis, Facebook
Education
Northeastern University 2010 — 2015
Bachelor of Science, Business Administration; Management Information Systems and Finance
Leicester High School 2006 — 2010
High School Diploma
Anthony Chandler Anthony Chandler's Credit Suisse Experience July 2014 - December 2014
Job Analyst at Barclays
Industry Investment Banking
Experience
Credit Suisse July 2014 - December 2014
Morgan Stanley July 2013 - December 2013
MFS Investment Management July 2012 - January 2013
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Word, PowerPoint, Building Relationships, Customer Service, Capital IQ
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (BBA), Finance, 3.8
Saint John's High School 2006 — 2010
High School Diploma
Credit Suisse July 2014 - December 2014
Morgan Stanley July 2013 - December 2013
MFS Investment Management July 2012 - January 2013
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Word, PowerPoint, Building Relationships, Customer Service, Capital IQ
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (BBA), Finance, 3.8
Saint John's High School 2006 — 2010
High School Diploma
Jason Barsema Jason Barsema's Credit Suisse Experience January 2013 - May 2015
Job CoFounder / Disruptivator at Halo Investing, Inc
Industry Financial Services
Experience
Halo Investing, Inc. May 2015 - Present
Credit Suisse January 2013 - May 2015
Credit Suisse December 2009 - January 2013
Credit Suisse June 2008 - December 2009
Calamos Investments May 2007 - August 2007
Knott Capital May 2006 - August 2006
Page Mill Partners May 2005 - August 2005
Salomon Smith Barney May 2004 - August 2004
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Management & Organizations, GPA: 3.732 / 4.0
Northern Illinois University 2005 — 2007
Bachelor's Degree, Economics, GPA: 3.8 / 4.0, 4.0 / 4.0 within Economics Major
Rollins College 2003 — 2005
Economics, Transferred to NIU
Halo Investing, Inc. May 2015 - Present
Credit Suisse January 2013 - May 2015
Credit Suisse December 2009 - January 2013
Credit Suisse June 2008 - December 2009
Calamos Investments May 2007 - August 2007
Knott Capital May 2006 - August 2006
Page Mill Partners May 2005 - August 2005
Salomon Smith Barney May 2004 - August 2004
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Management & Organizations, GPA: 3.732 / 4.0
Northern Illinois University 2005 — 2007
Bachelor's Degree, Economics, GPA: 3.8 / 4.0, 4.0 / 4.0 within Economics Major
Rollins College 2003 — 2005
Economics, Transferred to NIU
Maria Halai's Credit Suisse Experience April 2008 - June 2011
Job Senior IT Project Manager/Business Analyst Investment Operations Applications at Invesco
Industry Banking
Experience
Invesco Ltd. May 2012 - Present
Citi July 2011 - May 2012
Credit Suisse April 2008 - June 2011
Merrill Lynch 2004 - 2008
Skills
Derivatives, Credit Derivatives, Middle Office, Trading Systems, Fixed Income, Equities, Investment Banking, Interest Rate..., Capital Markets, Prime Brokerage, Business Analysis, Back Office, Options, Electronic Trading, Bloomberg, Structured Products, Swaps, Equity Derivatives, FX Options, Hedge Funds, CDS, Settlement, Market Data, SDLC, Financial Services, Banking, Securities, Finance, Financial Markets, Project Management
Education
Northeastern University 2003 — 2007
Bachelors of Science in Business Administration, Management Information Systems
Invesco Ltd. May 2012 - Present
Citi July 2011 - May 2012
Credit Suisse April 2008 - June 2011
Merrill Lynch 2004 - 2008
Skills
Derivatives, Credit Derivatives, Middle Office, Trading Systems, Fixed Income, Equities, Investment Banking, Interest Rate..., Capital Markets, Prime Brokerage, Business Analysis, Back Office, Options, Electronic Trading, Bloomberg, Structured Products, Swaps, Equity Derivatives, FX Options, Hedge Funds, CDS, Settlement, Market Data, SDLC, Financial Services, Banking, Securities, Finance, Financial Markets, Project Management
Education
Northeastern University 2003 — 2007
Bachelors of Science in Business Administration, Management Information Systems
Ethan Huntley's Credit Suisse Experience July 2015 - Present
Job Credit Suisse HOLT Sector Specialist
Industry Research
Experience
Credit Suisse July 2015 - Present
Wellington Management June 2014 - January 2015
Putnam Investments June 2013 - December 2013
Main Effort Financial May 2012 - August 2012
Hopkinton Country Club 2009 - 2012
Skills
Microsoft Excel, Microsoft Word, Consultant Databases, Performance Analysis, Data Quality, Time Management, PowerPoint, Microsoft Office, Outlook
Education
Northeastern University 2011 — 2016
Finance and Accounting
Swinburne University of Technology 2011 — 2011
Holliston High School 2007 — 2011
Credit Suisse July 2015 - Present
Wellington Management June 2014 - January 2015
Putnam Investments June 2013 - December 2013
Main Effort Financial May 2012 - August 2012
Hopkinton Country Club 2009 - 2012
Skills
Microsoft Excel, Microsoft Word, Consultant Databases, Performance Analysis, Data Quality, Time Management, PowerPoint, Microsoft Office, Outlook
Education
Northeastern University 2011 — 2016
Finance and Accounting
Swinburne University of Technology 2011 — 2011
Holliston High School 2007 — 2011
Jordan Hassett Jordan Hassett's Credit Suisse Experience January 2014 - Present
Job Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2014 - Present
State Street Global Markets January 2013 - July 2013
Northeastern University October 2012 - January 2013
MFS Investment Management January 2012 - June 2012
Skills
HOLT Lens, Investment Strategies, Backtesting, Bloomberg, Statistics, Microsoft Excel, Equity Research, Datastream, Macroeconomics, Asset Allocation, Financial Modeling, Factset, ClariFI, Quantitative Research
Education
Northeastern University
Bachelor of Science (BSc), Finance, minor in Economics, GPA: 3.97
Credit Suisse January 2014 - Present
State Street Global Markets January 2013 - July 2013
Northeastern University October 2012 - January 2013
MFS Investment Management January 2012 - June 2012
Skills
HOLT Lens, Investment Strategies, Backtesting, Bloomberg, Statistics, Microsoft Excel, Equity Research, Datastream, Macroeconomics, Asset Allocation, Financial Modeling, Factset, ClariFI, Quantitative Research
Education
Northeastern University
Bachelor of Science (BSc), Finance, minor in Economics, GPA: 3.97
Suzanne Chisena Suzanne Chisena's Credit Suisse Experience July 2014 - December 2014
Job Associate Portfolio Manager at AllianceBernstein
Industry Banking
Experience
Credit Suisse July 2014 - December 2014
MIT Sloan School of Management January 2014 - May 2014
Goldman Sachs January 2013 - June 2013
State Street January 2012 - July 2012
Latitude Financial, LLC May 2011 - August 2011
STEPS Management Consultancy June 2011 - July 2011
Skills
Bloomberg, Microsoft Excel, PowerPoint, Investments, Data Analysis, Market Research, Macroeconomics, Factset, Datastream, Foreign Exchange, Stata, Equities, Portfolio Optimization, Project Management, Equity Research, Adobe Creative Suite, Clarifi, VBA, Client Presentation, Adobe Photodeluxe, HTML, Oracle Applications, Bloomberg Software, Databases, Access, Spanish, Microsoft Publisher, News Writing, Equilend, Securities Lending, Time Management, Photoshop, Adobe Acrobat, Microsoft Office, Bloomberg Terminal, Microsoft Word
Education
Northeastern University 2010 — 2015
Bachelor of Applied Science (B.A.Sc.), Economics
London School of Economics and Political Science
London School of Economimcs Summer Program
Bayard Rustin High School
High School Diploma
Credit Suisse July 2014 - December 2014
MIT Sloan School of Management January 2014 - May 2014
Goldman Sachs January 2013 - June 2013
State Street January 2012 - July 2012
Latitude Financial, LLC May 2011 - August 2011
STEPS Management Consultancy June 2011 - July 2011
Skills
Bloomberg, Microsoft Excel, PowerPoint, Investments, Data Analysis, Market Research, Macroeconomics, Factset, Datastream, Foreign Exchange, Stata, Equities, Portfolio Optimization, Project Management, Equity Research, Adobe Creative Suite, Clarifi, VBA, Client Presentation, Adobe Photodeluxe, HTML, Oracle Applications, Bloomberg Software, Databases, Access, Spanish, Microsoft Publisher, News Writing, Equilend, Securities Lending, Time Management, Photoshop, Adobe Acrobat, Microsoft Office, Bloomberg Terminal, Microsoft Word
Education
Northeastern University 2010 — 2015
Bachelor of Applied Science (B.A.Sc.), Economics
London School of Economics and Political Science
London School of Economimcs Summer Program
Bayard Rustin High School
High School Diploma
Vanessa Gerhard's Credit Suisse Experience May 2012 - 2012
Job Specialty Lines Underwriter Management Professional Liability at QBE North America
Industry Financial Services
Experience
QBE North America April 2014 - Present
Credit Suisse May 2012 - 2012
The Mergis Group January 2011 - June 2011
Denterlein Worldwide Public Affairs June 2007 - December 2009
Skills
PeopleSoft, Access, Excel, Oracle SQL, ERP/CRM, Client Services, CPCU
Education
New York Real Estate Institute 2011 — 2011
Real Estate Sales Agency
Northeastern University 2007 — 2011
BSA, Marketing, Accounting, Minor Law Policy & Society
QBE North America April 2014 - Present
Credit Suisse May 2012 - 2012
The Mergis Group January 2011 - June 2011
Denterlein Worldwide Public Affairs June 2007 - December 2009
Skills
PeopleSoft, Access, Excel, Oracle SQL, ERP/CRM, Client Services, CPCU
Education
New York Real Estate Institute 2011 — 2011
Real Estate Sales Agency
Northeastern University 2007 — 2011
BSA, Marketing, Accounting, Minor Law Policy & Society
Alexander Plum Alexander Plum's Credit Suisse Experience January 2013 - May 2013
Job Merrill Lynch Private Banking & Investment Group
Industry Investment Management
Experience
Merrill Lynch Private Banking & Investment Group May 2013 - Present
Credit Suisse January 2013 - May 2013
Credit Suisse July 2012 - January 2013
The Buster Report July 2011 - July 2012
IBM (Argentina) February 2011 - July 2011
Northeastern University July 2009 - December 2009
Lookaway Golf Club May 2008 - July 2009
Mac's Mowers and Landscaping April 2007 - April 2008
Buckman's Ski Shop October 2003 - March 2007
Skills
Valuation, Strategy, Investments, Portfolio Management, Equities, Management, Finance, Economics, Analytics, Mutual Funds, Budgets, Trading
Education
Northeastern University 2007 — 2012
Bachelor of Science Degree, Economics, Cum Laude
Merrill Lynch Private Banking & Investment Group May 2013 - Present
Credit Suisse January 2013 - May 2013
Credit Suisse July 2012 - January 2013
The Buster Report July 2011 - July 2012
IBM (Argentina) February 2011 - July 2011
Northeastern University July 2009 - December 2009
Lookaway Golf Club May 2008 - July 2009
Mac's Mowers and Landscaping April 2007 - April 2008
Buckman's Ski Shop October 2003 - March 2007
Skills
Valuation, Strategy, Investments, Portfolio Management, Equities, Management, Finance, Economics, Analytics, Mutual Funds, Budgets, Trading
Education
Northeastern University 2007 — 2012
Bachelor of Science Degree, Economics, Cum Laude
Ashley Marshall's Credit Suisse Experience 2010 - 2011
Job Sales Talent Acquisition at Red Hat
Industry Staffing and Recruiting
Experience
Red Hat April 2015 - Present
Raleigh Jaycees 2009 - Present
Kelaca 2012 - April 2015
Randstad USA - Finance and Accounting 2011 - 2012
Credit Suisse 2010 - 2011
Skills
recruiting, sales, accounting, finance, advanced excel, Finance, Accounting, Management, Recruiting, Customer Service, Time Management, Interviews, Accounts Payable, Sales, Analysis, Human Resources, Microsoft Excel, Leadership, Budgets, Payroll, Temporary Placement, Project Management, PeopleSoft, College Recruiting, Temporary Staffing, PowerPoint, Training, Process Improvement, Access, Microsoft Word, Outlook, Financial Analysis, Financial Statements, Microsoft Office, Forecasting, Sarbanes-Oxley Act, Applicant Tracking..., Team Building, Financial Reporting, Accounts Receivable, Account Reconciliation, Strategic Planning, Auditing, Permanent Placement, Business Development, Staffing Services, Business Networking, Technical Recruiting, Hiring, Internet Recruiting
Education
Northern Arizona University 2004 — 2008
Bachelors, Finance
Northern Arizona University-The W. A. Franke College of Business 2004 — 2008
Bachelors of science in business administration, Finance
Red Hat April 2015 - Present
Raleigh Jaycees 2009 - Present
Kelaca 2012 - April 2015
Randstad USA - Finance and Accounting 2011 - 2012
Credit Suisse 2010 - 2011
Skills
recruiting, sales, accounting, finance, advanced excel, Finance, Accounting, Management, Recruiting, Customer Service, Time Management, Interviews, Accounts Payable, Sales, Analysis, Human Resources, Microsoft Excel, Leadership, Budgets, Payroll, Temporary Placement, Project Management, PeopleSoft, College Recruiting, Temporary Staffing, PowerPoint, Training, Process Improvement, Access, Microsoft Word, Outlook, Financial Analysis, Financial Statements, Microsoft Office, Forecasting, Sarbanes-Oxley Act, Applicant Tracking..., Team Building, Financial Reporting, Accounts Receivable, Account Reconciliation, Strategic Planning, Auditing, Permanent Placement, Business Development, Staffing Services, Business Networking, Technical Recruiting, Hiring, Internet Recruiting
Education
Northern Arizona University 2004 — 2008
Bachelors, Finance
Northern Arizona University-The W. A. Franke College of Business 2004 — 2008
Bachelors of science in business administration, Finance
Robert J. Gee II Robert J. Gee II's Credit Suisse Experience January 2015 - March 2015
Job Market Research Sales at Self Employed
Industry Food Production
Experience
Self Employed April 2015 - Present
Credit Suisse January 2015 - March 2015
ARYZTA August 2014 - January 2015
Cloverhill Pastry-Vend, LLC January 2013 - December 2014
Cloverhill Pastry-Vend, LLC January 2012 - December 2013
Cloverhill Pastry-Vend, LLC January 2006 - December 2012
C & C Contracting January 2005 - December 2006
Skills
Food Processing, Food Industry, Food Manufacturing, Food Safety, Bakery, Pastry, Food Management, Sales, Sales Management, Operations Management, Sales Operations, Lean Manufacturing, SKU Management, Project..., Personnel Management, Safety Management..., Manufacturing Safety, Production Rotation, Product Innovation, Food Cost Analysis, Food Technology, Statistcal data, Personnel Supervision, Personnel Development, Food Testing, Retail Sales, Sales Process, Baker, Inventory, Inventory Management, Inventory Control, Autobake oven, Machine Operation, Increase efficiencies, Increase Productivity, Quality control, Quality Management, Statistical Data..., Restaurant Marketing, Fortune 500 Account..., SQF Level 2, SQL Level 3, Product Launch, New Product Ideas, New Product..., Introducing New Products, New Product Release, Operations Excellence, Selling Businesses, Continuous Improvement
Education
American Institute of Banking (AIB), Manhattan, KS 2010 — 2011
AIB Certified Baker, Batter Cake Production, Laminated and Sweet Dough Production, Doughnut Production, Bakery Management
Northern Illinois University 2005 — 2009
Business Administration and Management
Self Employed April 2015 - Present
Credit Suisse January 2015 - March 2015
ARYZTA August 2014 - January 2015
Cloverhill Pastry-Vend, LLC January 2013 - December 2014
Cloverhill Pastry-Vend, LLC January 2012 - December 2013
Cloverhill Pastry-Vend, LLC January 2006 - December 2012
C & C Contracting January 2005 - December 2006
Skills
Food Processing, Food Industry, Food Manufacturing, Food Safety, Bakery, Pastry, Food Management, Sales, Sales Management, Operations Management, Sales Operations, Lean Manufacturing, SKU Management, Project..., Personnel Management, Safety Management..., Manufacturing Safety, Production Rotation, Product Innovation, Food Cost Analysis, Food Technology, Statistcal data, Personnel Supervision, Personnel Development, Food Testing, Retail Sales, Sales Process, Baker, Inventory, Inventory Management, Inventory Control, Autobake oven, Machine Operation, Increase efficiencies, Increase Productivity, Quality control, Quality Management, Statistical Data..., Restaurant Marketing, Fortune 500 Account..., SQF Level 2, SQL Level 3, Product Launch, New Product Ideas, New Product..., Introducing New Products, New Product Release, Operations Excellence, Selling Businesses, Continuous Improvement
Education
American Institute of Banking (AIB), Manhattan, KS 2010 — 2011
AIB Certified Baker, Batter Cake Production, Laminated and Sweet Dough Production, Doughnut Production, Bakery Management
Northern Illinois University 2005 — 2009
Business Administration and Management
Maureen (Sheehy) Piazza Maureen (Sheehy) Piazza's Credit Suisse Experience January 2007 - June 2007
Job
Industry Marketing and Advertising
Experience
SapientNitro January 2015 - Present
SapientNitro April 2011 - Present
SapientNitro May 2008 - January 2011
Sermo 2008 - 2008
Credit Suisse January 2007 - June 2007
Rapp Collins Worldwide January 2006 - July 2006
AllenRoche Group January 2005 - September 2005
Skills
Interactive Marketing, Digital Strategy, Integrated Marketing, Creative Strategy, Relationship Marketing, Digital Marketing, Interactive Advertising, Mobile Marketing, Omniture, Brand Architecture, Content Strategy, Viral Marketing, Creative Direction, Digital Media, Outdoor Advertising, Direct Marketing, Information Architecture, Direct Mail, User Experience, Multi-channel Marketing
Education
Northeastern University 2003 — 2008
Journalism, Marketing, PR
SapientNitro January 2015 - Present
SapientNitro April 2011 - Present
SapientNitro May 2008 - January 2011
Sermo 2008 - 2008
Credit Suisse January 2007 - June 2007
Rapp Collins Worldwide January 2006 - July 2006
AllenRoche Group January 2005 - September 2005
Skills
Interactive Marketing, Digital Strategy, Integrated Marketing, Creative Strategy, Relationship Marketing, Digital Marketing, Interactive Advertising, Mobile Marketing, Omniture, Brand Architecture, Content Strategy, Viral Marketing, Creative Direction, Digital Media, Outdoor Advertising, Direct Marketing, Information Architecture, Direct Mail, User Experience, Multi-channel Marketing
Education
Northeastern University 2003 — 2008
Journalism, Marketing, PR
Jacqueline Chavis Jacqueline Chavis's Credit Suisse Experience April 2012 - September 2015
Job Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments September 2015 - Present
Credit Suisse April 2012 - September 2015
Lowe's Home Improvement July 2007 - April 2012
Washinton Mutual Bank September 2002 - July 2007
Skills
Investment Banking, Banking, COBOL, Python, JCL, SQL DB2, FTP, Access, Microsoft Excel, TSO, MVS, Endeavor, Fileaid, Visio, Eclipse, Xpediter, Abend-Aid, Remedy Ticketing System, SharePoint, ISPF, Java, C#, HTML, CICS, Easytrieve, Mainframe, VSAM
Education
Southern New Hampshire University
Master's degree, Data Analytics
Rice University (through Coursera) 2013 — 2013
Certificate, Introduction to Interactive Programming in Python, 98.6
University of Colorado (through Coursera) 2013 — 2013
Certificate, Beginning Game Programming with C#, 95
Lowe's IT Professional Services
Certificate, Information Technology Training Program
Hogan Training Academy 2006 — 2007
Certificate, Hogan Programming
Gardner Webb University 2005 — 2007
Bachelor of Science (BS), Management of Information Systems
Northeastern Technical College 2002 — 2004
Associate of Science (AS), Computer Technology/Computer Systems Technology
Northeastern Technical College
Certificate, Data Processing Clerk
Fidelity Investments September 2015 - Present
Credit Suisse April 2012 - September 2015
Lowe's Home Improvement July 2007 - April 2012
Washinton Mutual Bank September 2002 - July 2007
Skills
Investment Banking, Banking, COBOL, Python, JCL, SQL DB2, FTP, Access, Microsoft Excel, TSO, MVS, Endeavor, Fileaid, Visio, Eclipse, Xpediter, Abend-Aid, Remedy Ticketing System, SharePoint, ISPF, Java, C#, HTML, CICS, Easytrieve, Mainframe, VSAM
Education
Southern New Hampshire University
Master's degree, Data Analytics
Rice University (through Coursera) 2013 — 2013
Certificate, Introduction to Interactive Programming in Python, 98.6
University of Colorado (through Coursera) 2013 — 2013
Certificate, Beginning Game Programming with C#, 95
Lowe's IT Professional Services
Certificate, Information Technology Training Program
Hogan Training Academy 2006 — 2007
Certificate, Hogan Programming
Gardner Webb University 2005 — 2007
Bachelor of Science (BS), Management of Information Systems
Northeastern Technical College 2002 — 2004
Associate of Science (AS), Computer Technology/Computer Systems Technology
Northeastern Technical College
Certificate, Data Processing Clerk
Gregory Davidson's Credit Suisse Experience May 2008 - December 2008
Job Head of Sales at WayUp (Formerly Campus Job)
Industry Internet
Experience
WayUp (Formerly Campus Job) January 2015 - Present
Krossover Intelligence April 2013 - March 2015
Elastic, Inc. September 2012 - September 2013
Northwestern Mutual August 2011 - November 2012
Morgan Stanley Smith Barney June 2010 - December 2010
Agency 212 June 2009 - December 2009
Credit Suisse May 2008 - December 2008
CB Richard Ellis May 2007 - August 2007
Skills
Marketing, Competitive Analysis, Market Research, Equities, Financial Analysis, Sales, Sales Management, Android, Sales Process, Entrepreneurship, Investments, Real Estate, Strategy, Start-ups, Finance, SaaS, Management, CRM, Social Media, Marketing Strategy, Social Networking, Enterprise Software, Business Development, Cold Calling, Recruiting, Account Management, Salesforce.com, Strategic Partnerships, New Business Development
Education
Northeastern University 2006 — 2011
BS, Sociology
WayUp (Formerly Campus Job) January 2015 - Present
Krossover Intelligence April 2013 - March 2015
Elastic, Inc. September 2012 - September 2013
Northwestern Mutual August 2011 - November 2012
Morgan Stanley Smith Barney June 2010 - December 2010
Agency 212 June 2009 - December 2009
Credit Suisse May 2008 - December 2008
CB Richard Ellis May 2007 - August 2007
Skills
Marketing, Competitive Analysis, Market Research, Equities, Financial Analysis, Sales, Sales Management, Android, Sales Process, Entrepreneurship, Investments, Real Estate, Strategy, Start-ups, Finance, SaaS, Management, CRM, Social Media, Marketing Strategy, Social Networking, Enterprise Software, Business Development, Cold Calling, Recruiting, Account Management, Salesforce.com, Strategic Partnerships, New Business Development
Education
Northeastern University 2006 — 2011
BS, Sociology
Will Case Will Case's Credit Suisse Experience July 2014 - December 2014
Job Research Analyst at SCS Financial
Industry Financial Services
Experience
SCS Financial July 2015 - Present
Credit Suisse July 2014 - December 2014
SCS Financial May 2013 - June 2014
Merrill Lynch, Private Banking and Investment Group February 2013 - May 2013
Skills
Valuation, Financial Analysis, Equities, Wealth Management
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Economics
SCS Financial July 2015 - Present
Credit Suisse July 2014 - December 2014
SCS Financial May 2013 - June 2014
Merrill Lynch, Private Banking and Investment Group February 2013 - May 2013
Skills
Valuation, Financial Analysis, Equities, Wealth Management
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Economics
Sean Connell Sean Connell's Credit Suisse Experience June 2012 - August 2012
Job Junior Equity Analyst at Churchill Capital USA
Industry Financial Services
Experience
Churchill Capital USA August 2014 - Present
Manulife Asset Management January 2014 - July 2014
Northeastern University September 2009 - June 2014
Auxideico April 2013 - August 2013
Credit Suisse June 2012 - August 2012
Massachusetts Financial Services July 2011 - January 2012
North Street Management May 2010 - August 2010
Stamford Government Center July 2008 - August 2008
G & L Partners (New York Stock Exchange) June 2006 - August 2006
Skills
Microsoft Excel, Outlook, PowerPoint, Financial Analysis, Spanish, Excel, Word, Research, Microsoft Office, Accounting, Investments, Bloomberg, English, Portfolio Management, VBA, Data Analysis
Education
Northeastern University 2009 — 2014
Bachelor's Degree
Universidad Pontificia Comillas
Churchill Capital USA August 2014 - Present
Manulife Asset Management January 2014 - July 2014
Northeastern University September 2009 - June 2014
Auxideico April 2013 - August 2013
Credit Suisse June 2012 - August 2012
Massachusetts Financial Services July 2011 - January 2012
North Street Management May 2010 - August 2010
Stamford Government Center July 2008 - August 2008
G & L Partners (New York Stock Exchange) June 2006 - August 2006
Skills
Microsoft Excel, Outlook, PowerPoint, Financial Analysis, Spanish, Excel, Word, Research, Microsoft Office, Accounting, Investments, Bloomberg, English, Portfolio Management, VBA, Data Analysis
Education
Northeastern University 2009 — 2014
Bachelor's Degree
Universidad Pontificia Comillas
Elisa (Guarino) Swanke Elisa (Guarino) Swanke's Credit Suisse Experience July 2007 - December 2007
Job Financial Analyst at Grand Circle Corporation
Industry Leisure, Travel & Tourism
Experience
Grand Circle Corporation March 2013 - Present
Cambridge Associates April 2012 - December 2012
Cambridge Associates June 2008 - March 2012
Credit Suisse July 2007 - December 2007
General Electric July 2006 - April 2007
Wellington Management June 2006 - December 2006
Education
Northeastern University 2003 — 2008
Bachelor of Science in Business Administration, Finance and Marketing
Grand Circle Corporation March 2013 - Present
Cambridge Associates April 2012 - December 2012
Cambridge Associates June 2008 - March 2012
Credit Suisse July 2007 - December 2007
General Electric July 2006 - April 2007
Wellington Management June 2006 - December 2006
Education
Northeastern University 2003 — 2008
Bachelor of Science in Business Administration, Finance and Marketing
Alberto A. Ocana, PMP Alberto A. Ocana, PMP's Credit Suisse Experience February 2011 - August 2011
Job Director, Project & Program Management at AO & Associates
Industry Financial Services
Experience
MetLife February 2013 - Present
AO & Associates May 2010 - Present
310WEST July 2010 - January 2013
Morgan Stanley Smith Barney February 2012 - October 2012
Credit Suisse February 2011 - August 2011
The Guardian Life Insurance Company of America March 2006 - June 2010
BUSINESSEDGE SOLUTIONS - EMC Consulting Division March 2003 - November 2005
Merrill Lynch 2004 - 2005
JP Morgan Chase 2003 - 2005
Bank of America 2003 - 2004
Skills
PMO, CMMI, Change Management, Six Sigma, Business Process..., CMM, Relationship Management, Project Portfolio..., Program Management, SDLC, PMP, Vendor Management, ITIL, CRM, Strategy, Cross-functional Team..., Mergers & Acquisitions, Compliance, Dodd-Frank, International M&A, Management, Project Management, Analysis, Leadership, Business Process..., Team Building, Strategic Planning, Business Process, Business Analysis
Education
Northeastern University 1991 — 1995
BSBA, Management
Colegio Javier
The George Washington University
Project Management
MetLife February 2013 - Present
AO & Associates May 2010 - Present
310WEST July 2010 - January 2013
Morgan Stanley Smith Barney February 2012 - October 2012
Credit Suisse February 2011 - August 2011
The Guardian Life Insurance Company of America March 2006 - June 2010
BUSINESSEDGE SOLUTIONS - EMC Consulting Division March 2003 - November 2005
Merrill Lynch 2004 - 2005
JP Morgan Chase 2003 - 2005
Bank of America 2003 - 2004
Skills
PMO, CMMI, Change Management, Six Sigma, Business Process..., CMM, Relationship Management, Project Portfolio..., Program Management, SDLC, PMP, Vendor Management, ITIL, CRM, Strategy, Cross-functional Team..., Mergers & Acquisitions, Compliance, Dodd-Frank, International M&A, Management, Project Management, Analysis, Leadership, Business Process..., Team Building, Strategic Planning, Business Process, Business Analysis
Education
Northeastern University 1991 — 1995
BSBA, Management
Colegio Javier
The George Washington University
Project Management
Chris Moseley, CPA's Credit Suisse Experience September 2006 - August 2010
Job Contoller at Private Equity Firm
Industry Accounting
Experience
Private Equity Firm January 2015 - Present
Private Equity Firm August 2010 - Present
Credit Suisse September 2006 - August 2010
Palmeri Fund Administrators September 2005 - September 2006
Skills
CPA, Valuation, Fund Accounting, Private Equity, Corporate Finance, Hedge Funds, Financial Analysis, Financial Modeling, Fund Administration, Financial Reporting, Asset Management, Fund Of Funds, Accounting, Alternative Investments, Account Reconciliation, Internal Controls
Education
Saint Peter's University 2007 — 2009
MS, Accounting
North Carolina State University - College of Management 2002 — 2005
BS, Accounting
Private Equity Firm January 2015 - Present
Private Equity Firm August 2010 - Present
Credit Suisse September 2006 - August 2010
Palmeri Fund Administrators September 2005 - September 2006
Skills
CPA, Valuation, Fund Accounting, Private Equity, Corporate Finance, Hedge Funds, Financial Analysis, Financial Modeling, Fund Administration, Financial Reporting, Asset Management, Fund Of Funds, Accounting, Alternative Investments, Account Reconciliation, Internal Controls
Education
Saint Peter's University 2007 — 2009
MS, Accounting
North Carolina State University - College of Management 2002 — 2005
BS, Accounting
David Tilton David Tilton's Credit Suisse Experience July 2007 - Present
Job Investment Banking VP at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2007 - Present
Northwestern Mutual Financial Network November 2006 - July 2007
Lowe’s Food Stores Inc April 2001 - June 2007
Skills
Investment Banking, ETFs, Relationship Management, Revenue Analysis, Equity Capital Markets, Metrics Reporting, Financial Analysis, Financial Regulation, Life Insurance, Management, Equities, Finance
Education
North Carolina State University - College of Management 2003 — 2007
Bachelor's of Science, Business Management - Finance
Credit Suisse July 2007 - Present
Northwestern Mutual Financial Network November 2006 - July 2007
Lowe’s Food Stores Inc April 2001 - June 2007
Skills
Investment Banking, ETFs, Relationship Management, Revenue Analysis, Equity Capital Markets, Metrics Reporting, Financial Analysis, Financial Regulation, Life Insurance, Management, Equities, Finance
Education
North Carolina State University - College of Management 2003 — 2007
Bachelor's of Science, Business Management - Finance
Jake Grafstein's Credit Suisse Experience January 2010 - July 2010
Job Senior Sales Associate at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ August 2013 - Present
Huron Consulting Group May 2012 - August 2013
PwC July 2011 - June 2012
Credit Suisse January 2010 - July 2010
NEPC 2009 - 2009
Crazy Cargo 2005 - 2008
Skills
Microsoft Excel, Time Management, Financial Modeling, Financial Analysis, Data Analysis, Management Consulting, Microsoft Office, Project Management, PowerPoint, Business Analysis, Financial Reporting, Strategic Planning, Analysis, Business Development, Management
Education
Northeastern University 2007 — 2012
BSBA, Finance and Entrepreneurship
Highland Park highschool 2004 — 2007
Highland Park high school
S&P Capital IQ August 2013 - Present
Huron Consulting Group May 2012 - August 2013
PwC July 2011 - June 2012
Credit Suisse January 2010 - July 2010
NEPC 2009 - 2009
Crazy Cargo 2005 - 2008
Skills
Microsoft Excel, Time Management, Financial Modeling, Financial Analysis, Data Analysis, Management Consulting, Microsoft Office, Project Management, PowerPoint, Business Analysis, Financial Reporting, Strategic Planning, Analysis, Business Development, Management
Education
Northeastern University 2007 — 2012
BSBA, Finance and Entrepreneurship
Highland Park highschool 2004 — 2007
Highland Park high school
Maria Beatriz Gouvea Vieira's Credit Suisse Experience May 2014 - July 2014
Job Student at Northeastern University
Industry Banking
Experience
Credit Suisse May 2014 - July 2014
JGP July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word
Education
Northeastern University 2012 — 2016
Economics
Escola Americana do Rio de Janeiro 1997 — 2012
International Baccalaureate
Credit Suisse May 2014 - July 2014
JGP July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word
Education
Northeastern University 2012 — 2016
Economics
Escola Americana do Rio de Janeiro 1997 — 2012
International Baccalaureate
Jessica Rierson's Credit Suisse Experience September 2010 - April 2012
Job Territory Sales Representative at G&K Services
Industry Textiles
Experience
G&K Services October 2014 - Present
G&K Services April 2012 - May 2015
Credit Suisse September 2010 - April 2012
Skills
New Business Development, Investment Banking, Collateral Management, Salesforce.com, Account Management, Direct Sales, Sales Process, Sales, Customer Service, Sales Presentations, Building Relationships, Microsoft Excel, Sales Management, Financial Analysis, Contract Negotiation, B2B, Cold Calling, Sales Prospecting, Team Leadership, Warm Calling, Presentation Development, Pricing, Selling
Education
University of North Carolina at Greensboro 2007 — 2009
Bachelor of Science (BS), Finance, General
North Carolina State University - College of Management 2005 — 2007
Business
G&K Services October 2014 - Present
G&K Services April 2012 - May 2015
Credit Suisse September 2010 - April 2012
Skills
New Business Development, Investment Banking, Collateral Management, Salesforce.com, Account Management, Direct Sales, Sales Process, Sales, Customer Service, Sales Presentations, Building Relationships, Microsoft Excel, Sales Management, Financial Analysis, Contract Negotiation, B2B, Cold Calling, Sales Prospecting, Team Leadership, Warm Calling, Presentation Development, Pricing, Selling
Education
University of North Carolina at Greensboro 2007 — 2009
Bachelor of Science (BS), Finance, General
North Carolina State University - College of Management 2005 — 2007
Business
Catherine Weathers Catherine Weathers's Credit Suisse Experience April 2013 - October 2013
Job Wells Fargo Advisors
Industry Higher Education
Experience
Credit Suisse April 2013 - October 2013
North Carolina Wesleyan College June 2012 - September 2012
Wells Fargo Bank June 2012 - September 2012
Wells Fargo Advisors June 2011 - June 2012
Bradley's Tax Service January 2009 - April 2009
Skills
Finance, Banking, Training, Software Documentation, Accounting, Analysis
Education
North Carolina Wesleyan College 2009 — 2011
Accounting, Accounting
North Carolina Wesleyan College
BACHELOR OF BUSINESS ADMINISTRATION, ACCOUNTING, BUSINESS MANAGEMENT
Credit Suisse April 2013 - October 2013
North Carolina Wesleyan College June 2012 - September 2012
Wells Fargo Bank June 2012 - September 2012
Wells Fargo Advisors June 2011 - June 2012
Bradley's Tax Service January 2009 - April 2009
Skills
Finance, Banking, Training, Software Documentation, Accounting, Analysis
Education
North Carolina Wesleyan College 2009 — 2011
Accounting, Accounting
North Carolina Wesleyan College
BACHELOR OF BUSINESS ADMINISTRATION, ACCOUNTING, BUSINESS MANAGEMENT
Daniel Zatony Daniel Zatony's Credit Suisse Experience January 2014 - June 2014
Job Student at Northeastern
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Credit Suisse January 2014 - June 2014
State Street Global Markets January 2013 - August 2013
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Finance
Suffield High School 2007 — 2011
Bank of America Merrill Lynch June 2015 - August 2015
Credit Suisse January 2014 - June 2014
State Street Global Markets January 2013 - August 2013
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Finance
Suffield High School 2007 — 2011
Katie Jerdee Katie Jerdee's Credit Suisse Experience January 2008 - January 2009
Job Senior Associate; Life Science Group at Hercules Technology Growth Capital
Industry Financial Services
Experience
Hercules Technology Growth Capital July 2009 - Present
Credit Suisse January 2008 - January 2009
Batterymarch Financial Management January 2007 - June 2007
Boston Scientific May 2006 - August 2006
Skills
Financial Modeling, Venture Capital, Excel, Financial Analysis, Valuation, Microsoft Office, Research, Analysis, Business Analysis, Public Speaking
Education
Northeastern University 2005 — 2010
B.S., Business- Finance & Social Entrepreneurship
Hercules Technology Growth Capital July 2009 - Present
Credit Suisse January 2008 - January 2009
Batterymarch Financial Management January 2007 - June 2007
Boston Scientific May 2006 - August 2006
Skills
Financial Modeling, Venture Capital, Excel, Financial Analysis, Valuation, Microsoft Office, Research, Analysis, Business Analysis, Public Speaking
Education
Northeastern University 2005 — 2010
B.S., Business- Finance & Social Entrepreneurship
Jillian Varner's Credit Suisse Experience June 2012 - June 2013
Job Compliance Associate at Coleman Research
Industry Financial Services
Experience
Coleman Research July 2013 - Present
Credit Suisse June 2012 - June 2013
Ticket Central NCSU September 2009 - October 2012
Manhattan Theatre Club June 2011 - August 2011
Skills
Skilled Typist, Microsoft Office, SAS, Tessitura, ProVenue, Google Docs, Social Networking Sites, Data Analysis, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Matlab, Social Media Marketing, Social Media, Critical Thinking
Education
North Carolina State University - College of Management 2008 — 2012
Bachelor of Science (B.S.), Economics, Minors: Theatre, Journalism
Colonie Central High School
Coleman Research July 2013 - Present
Credit Suisse June 2012 - June 2013
Ticket Central NCSU September 2009 - October 2012
Manhattan Theatre Club June 2011 - August 2011
Skills
Skilled Typist, Microsoft Office, SAS, Tessitura, ProVenue, Google Docs, Social Networking Sites, Data Analysis, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Matlab, Social Media Marketing, Social Media, Critical Thinking
Education
North Carolina State University - College of Management 2008 — 2012
Bachelor of Science (B.S.), Economics, Minors: Theatre, Journalism
Colonie Central High School
James Fornabaio, CPC's Credit Suisse Experience May 2005 - May 2013
Job Executive Director Human Resources
Industry Human Resources
Experience
Toshiba Global Commerce Solutions+ May 2013 - Present
Credit Suisse May 2005 - May 2013
Career Education Corporation August 2003 - January 2005
CARQUEST Auto Parts April 2001 - August 2003
Carta Group Inc July 1988 - March 2001
Skills
Employee Relations, HRIS, Employee Benefits, Personnel Management, Human Resources, Benefits Administration, PeopleSoft, HR Consulting, Project Management, HR Transformation, Coaching, HR Policies, International HR, employee communications, Multiple Worksite HR..., HR Solutions, Human Capital Management, Six Sigma, Green Belt, HR Strategy and..., Recruitment/Retention, Workers Compensation, Employee training..., Payroll Administration, Conflict Resolution, Talent Development, Corporate Benefits, Government Compliance, Union relations, Merger Integration, PEO, Mentoring, Talent Assessment, raleigh, Global HR, HRO, Benefits Communication, Benefits Design, Cost Management, Unemployment Claims, FMLA, Staff Development, Certified Personnel..., Payroll, Organizational..., Business Strategy, Global Human Resources..., executive compensation, compensation, Learning and Development
Education
Northeastern University
Bachelor of Science (B.S.), Electrical and Computer Engineering
Toshiba Global Commerce Solutions+ May 2013 - Present
Credit Suisse May 2005 - May 2013
Career Education Corporation August 2003 - January 2005
CARQUEST Auto Parts April 2001 - August 2003
Carta Group Inc July 1988 - March 2001
Skills
Employee Relations, HRIS, Employee Benefits, Personnel Management, Human Resources, Benefits Administration, PeopleSoft, HR Consulting, Project Management, HR Transformation, Coaching, HR Policies, International HR, employee communications, Multiple Worksite HR..., HR Solutions, Human Capital Management, Six Sigma, Green Belt, HR Strategy and..., Recruitment/Retention, Workers Compensation, Employee training..., Payroll Administration, Conflict Resolution, Talent Development, Corporate Benefits, Government Compliance, Union relations, Merger Integration, PEO, Mentoring, Talent Assessment, raleigh, Global HR, HRO, Benefits Communication, Benefits Design, Cost Management, Unemployment Claims, FMLA, Staff Development, Certified Personnel..., Payroll, Organizational..., Business Strategy, Global Human Resources..., executive compensation, compensation, Learning and Development
Education
Northeastern University
Bachelor of Science (B.S.), Electrical and Computer Engineering
Adam T. Heath's Credit Suisse Experience July 2006 - December 2006
Job Associate Director at Caithness Energy
Industry Venture Capital & Private Equity
Experience
Caithness Energy May 2012 - Present
RBC Capital Markets March 2010 - April 2012
WestLB AG August 2007 - March 2010
Credit Suisse July 2006 - December 2006
Merrill Lynch July 2005 - December 2005
Skills
Financial Modeling, Project Finance, Valuation, Mergers & Acquisitions, Energy, Structured Finance, Risk Management, Strategy, Equity Valuation, Credit Risk, Private Equity, Due Diligence, Financial Analysis, Financial Structuring, Investments, Equity Research
Education
Northeastern University 2002 — 2007
BS, Finance & Accounting
Caithness Energy May 2012 - Present
RBC Capital Markets March 2010 - April 2012
WestLB AG August 2007 - March 2010
Credit Suisse July 2006 - December 2006
Merrill Lynch July 2005 - December 2005
Skills
Financial Modeling, Project Finance, Valuation, Mergers & Acquisitions, Energy, Structured Finance, Risk Management, Strategy, Equity Valuation, Credit Risk, Private Equity, Due Diligence, Financial Analysis, Financial Structuring, Investments, Equity Research
Education
Northeastern University 2002 — 2007
BS, Finance & Accounting
Allison Kenna, CFA's Credit Suisse Experience January 2006 - June 2006
Job
Industry Investment Management
Experience
Federated Investors, Inc. July 2011 - July 2013
Axiom International Investors September 2008 - July 2011
American Capital Strategies January 2007 - June 2007
Credit Suisse January 2006 - June 2006
Skills
Bloomberg, Financial Modeling, Valuation, Equities, Hedge Funds, Investments, Financial Analysis, Equity Research, Portfolio Management, Equity Valuation, Asset Managment, Analysis
Education
Northeastern University 2003 — 2008
BSBA
Northeastern University
Bachelor of Science
Federated Investors, Inc. July 2011 - July 2013
Axiom International Investors September 2008 - July 2011
American Capital Strategies January 2007 - June 2007
Credit Suisse January 2006 - June 2006
Skills
Bloomberg, Financial Modeling, Valuation, Equities, Hedge Funds, Investments, Financial Analysis, Equity Research, Portfolio Management, Equity Valuation, Asset Managment, Analysis
Education
Northeastern University 2003 — 2008
BSBA
Northeastern University
Bachelor of Science
Chad Wriggelsworth's Credit Suisse Experience August 2010 - Present
Job Expense Line Control Credit Suisse
Industry Accounting
Experience
Credit Suisse August 2010 - Present
ABB Inc August 2004 - August 2010
Education
The Ohio State University
Bachelor's Degree, Economics
North Carolina Wesleyan College
Bachelor's Degree, Accounting
Credit Suisse August 2010 - Present
ABB Inc August 2004 - August 2010
Education
The Ohio State University
Bachelor's Degree, Economics
North Carolina Wesleyan College
Bachelor's Degree, Accounting
Dustin Baker's Credit Suisse Experience October 2010 - February 2012
Job Performance Analyst at DUMAC, Inc.
Industry Investment Management
Experience
DUMAC, Inc. February 2012 - Present
Credit Suisse October 2010 - February 2012
Credit Suisse August 2008 - September 2010
Credit Suisse August 2005 - July 2008
Platinum Financial 1999 - 2002
Skills
Expense Management, Reporting & Analysis, Financial Control, Operational Risk, Business Objects, Essbase, Excel, Portfolio Performance...
Education
North Carolina State University - College of Management 2006 — 2009
Masters of Business Administration
North Carolina State University - College of Management 1995 — 1999
BS
DUMAC, Inc. February 2012 - Present
Credit Suisse October 2010 - February 2012
Credit Suisse August 2008 - September 2010
Credit Suisse August 2005 - July 2008
Platinum Financial 1999 - 2002
Skills
Expense Management, Reporting & Analysis, Financial Control, Operational Risk, Business Objects, Essbase, Excel, Portfolio Performance...
Education
North Carolina State University - College of Management 2006 — 2009
Masters of Business Administration
North Carolina State University - College of Management 1995 — 1999
BS
Burns McGarry's Credit Suisse Experience April 2013 - Present
Job Assistant Vice President, CFO Team Investment Banking Dept. at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2013 - Present
Credit Suisse June 2008 - Present
Sageworks, Inc August 2007 - February 2008
Skills
Cold Calling, Account Management, Sales Process, Solution Selling, Direct Sales, Sales Presentations, Sales, Qualifying Prospects, Lead Generation, B2B, New Business Development
Education
University of North Carolina at Chapel Hill 2012 — 2014
North Carolina State University - College of Management 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Credit Suisse April 2013 - Present
Credit Suisse June 2008 - Present
Sageworks, Inc August 2007 - February 2008
Skills
Cold Calling, Account Management, Sales Process, Solution Selling, Direct Sales, Sales Presentations, Sales, Qualifying Prospects, Lead Generation, B2B, New Business Development
Education
University of North Carolina at Chapel Hill 2012 — 2014
North Carolina State University - College of Management 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Julianne Knych's Credit Suisse Experience July 2007 - Present
Job HOLT Value & Analytics at Credit Suisse HOLT
Industry Investment Banking
Experience
Credit Suisse July 2007 - Present
European Parliament September 2006 - November 2006
MFS Investment Management July 2005 - August 2006
Education
Northeastern University 2004 — 2008
Credit Suisse July 2007 - Present
European Parliament September 2006 - November 2006
MFS Investment Management July 2005 - August 2006
Education
Northeastern University 2004 — 2008
Sathiya Poonamallee's Credit Suisse Experience September 2005 - November 2012
Job SR MANAGER,DEVELOPMENT MANAGEMENT at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2013 - Present
IBM December 2012 - May 2013
Credit Suisse September 2005 - November 2012
Credit Suisse September 2005 - November 2012
Progress Energy June 2000 - August 2005
Paragon Technologies April 1999 - June 2000
IBM July 1998 - April 1999
Skills
Project Management, Development Management, People Management, Program Management, IT Strategy, Solution Architecture, Agile Methodologies, SDLC, XML, Microsoft SQL Server, Business Analysis, Oracle, Software Project..., PMP, Requirements Analysis, ASP.NET MVC, ITIL, ASP.NET, JavaScript, Testing, SSRS, PMO, C# 4.0, WCF, Mobile Applications, Ext JS, Oracle SQL, Windows Services, SharePoint, jQuery, Web Applications, IIS, XSLT, CSS, Design Patterns, HTML, SOAP, HTML 5, Business Intelligence, Team Foundation Server, Visual Studio Team..., Informatica, DevOps, Java, Jenkins, J2EE Web Services, SOA, ALM
Education
North Carolina State University - College of Management 2009 — 2011
MBA, Finance, General
University of Madras 1993 — 1997
Bachelor of Engg, Electrical and Electronics
Fidelity Investments May 2013 - Present
IBM December 2012 - May 2013
Credit Suisse September 2005 - November 2012
Credit Suisse September 2005 - November 2012
Progress Energy June 2000 - August 2005
Paragon Technologies April 1999 - June 2000
IBM July 1998 - April 1999
Skills
Project Management, Development Management, People Management, Program Management, IT Strategy, Solution Architecture, Agile Methodologies, SDLC, XML, Microsoft SQL Server, Business Analysis, Oracle, Software Project..., PMP, Requirements Analysis, ASP.NET MVC, ITIL, ASP.NET, JavaScript, Testing, SSRS, PMO, C# 4.0, WCF, Mobile Applications, Ext JS, Oracle SQL, Windows Services, SharePoint, jQuery, Web Applications, IIS, XSLT, CSS, Design Patterns, HTML, SOAP, HTML 5, Business Intelligence, Team Foundation Server, Visual Studio Team..., Informatica, DevOps, Java, Jenkins, J2EE Web Services, SOA, ALM
Education
North Carolina State University - College of Management 2009 — 2011
MBA, Finance, General
University of Madras 1993 — 1997
Bachelor of Engg, Electrical and Electronics
Travis Pascavis, CFA's Credit Suisse Experience October 2004 - 2008
Job Global Macro Strategist at The Hartford Investment Management Company
Industry Financial Services
Experience
The Hartford Investment Management Company January 2012 - Present
Hartford Investment Management May 2010 - July 2012
Morningstar, Inc. August 2008 - May 2010
Credit Suisse October 2004 - 2008
Morningstar October 1999 - May 2004
Skills
Statistics, Stata, Quantitative Research, Equities, Valuation, Investments, Investment Strategies, Financial Analysis, Emerging Markets, Capital Markets, Investment Management, Financial Markets, Financial Services, Hedge Funds, ETFs, Morningstar Direct, Structured Products, Asset Management, Mutual Funds, Equity Derivatives, Alternative Investments, Securities, High Yield, Asset Allocation, Derivatives
Education
The University of Chicago - Booth School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance
Northern Illinois University - College of Business
Bachelor of Science (B.S.), Accounting and Finance
The Hartford Investment Management Company January 2012 - Present
Hartford Investment Management May 2010 - July 2012
Morningstar, Inc. August 2008 - May 2010
Credit Suisse October 2004 - 2008
Morningstar October 1999 - May 2004
Skills
Statistics, Stata, Quantitative Research, Equities, Valuation, Investments, Investment Strategies, Financial Analysis, Emerging Markets, Capital Markets, Investment Management, Financial Markets, Financial Services, Hedge Funds, ETFs, Morningstar Direct, Structured Products, Asset Management, Mutual Funds, Equity Derivatives, Alternative Investments, Securities, High Yield, Asset Allocation, Derivatives
Education
The University of Chicago - Booth School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance
Northern Illinois University - College of Business
Bachelor of Science (B.S.), Accounting and Finance
Natalie Gioiella's Credit Suisse Experience January 2005 - June 2005
Job Finance Director at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. 2011 - Present
NBCUniversal, Inc. 2010 - 2011
NBCUniversal, Inc. 2008 - 2010
GE 2006 - 2008
Credit Suisse January 2005 - June 2005
Societe Generale January 2004 - June 2004
Skills
Cross-functional Team..., Financial Reporting, Strategic Financial..., Finance, Valuation, Accounting, Leadership
Education
Northeastern University 2001 — 2006
BSBA, Finance & Accounting, GPA: 3.7
NBCUniversal, Inc. 2011 - Present
NBCUniversal, Inc. 2010 - 2011
NBCUniversal, Inc. 2008 - 2010
GE 2006 - 2008
Credit Suisse January 2005 - June 2005
Societe Generale January 2004 - June 2004
Skills
Cross-functional Team..., Financial Reporting, Strategic Financial..., Finance, Valuation, Accounting, Leadership
Education
Northeastern University 2001 — 2006
BSBA, Finance & Accounting, GPA: 3.7
Jill Hall, PMP's Credit Suisse Experience July 2012 - Present
Job IT Project Manager at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2012 - Present
Credit Suisse July 2007 - June 2012
Thomas, Judy & Tucker, P.A. May 2006 - January 2007
Skills
SDLC, Project Management
Education
North Carolina State University - College of Management 2003 — 2007
Credit Suisse July 2012 - Present
Credit Suisse July 2007 - June 2012
Thomas, Judy & Tucker, P.A. May 2006 - January 2007
Skills
SDLC, Project Management
Education
North Carolina State University - College of Management 2003 — 2007
Kyle Baumgartner's Credit Suisse Experience February 2011 - Present
Job Associate, Prime Brokerage at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse February 2011 - Present
Credit-Suisse April 2007 - February 2011
Education
North Carolina State University - College of Management 2002 — 2006
Credit Suisse February 2011 - Present
Credit-Suisse April 2007 - February 2011
Education
North Carolina State University - College of Management 2002 — 2006
Vadim Vintsevsky's Credit Suisse Experience July 2010 - Present
Job Sector Specialist at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2010 - Present
Credit Suisse HOLT July 2009 - December 2009
Northeastern University January 2009 - May 2009
Fidelity Investments June 2008 - December 2008
Fidelity Investments July 2007 - May 2008
Education
Northeastern University 2005 — 2010
Business Administration, Finance
Credit Suisse July 2010 - Present
Credit Suisse HOLT July 2009 - December 2009
Northeastern University January 2009 - May 2009
Fidelity Investments June 2008 - December 2008
Fidelity Investments July 2007 - May 2008
Education
Northeastern University 2005 — 2010
Business Administration, Finance
Sean McClellan's Credit Suisse Experience October 2007 - June 2011
Job Assistant Vice President at Deutsche Bank
Industry Computer Software
Experience
Deutsche Bank May 2011 - Present
Credit Suisse October 2007 - June 2011
Religent April 2005 - August 2007
Accipiter August 1996 - April 2001
Q+E Software 1990 - 1996
Foundation Computer Systems 1984 - 1990
Skills
C#, Microsoft SQL Server, SQL, PL/SQL, Java, WinForms, Software Development, Object Oriented Design, Agile Methodologies, REST, Web Services, Database Design, Scrum, Spring, Oracle PL/SQL..., .NET, WPF, Visual Studio, Oracle SQL, Agile, C++, Software Engineering, Windows, XML, Architecture, SQL Server, Software Design, C, Application Development, Spring Integration, Multithreading, Start-ups, Start-up Environment, MVVM, Tibco Rendezvous
Education
North Carolina State University - College of Management
Master of Science in Management, Finance
University of Florida
BSBA, Computer Science
Deutsche Bank May 2011 - Present
Credit Suisse October 2007 - June 2011
Religent April 2005 - August 2007
Accipiter August 1996 - April 2001
Q+E Software 1990 - 1996
Foundation Computer Systems 1984 - 1990
Skills
C#, Microsoft SQL Server, SQL, PL/SQL, Java, WinForms, Software Development, Object Oriented Design, Agile Methodologies, REST, Web Services, Database Design, Scrum, Spring, Oracle PL/SQL..., .NET, WPF, Visual Studio, Oracle SQL, Agile, C++, Software Engineering, Windows, XML, Architecture, SQL Server, Software Design, C, Application Development, Spring Integration, Multithreading, Start-ups, Start-up Environment, MVVM, Tibco Rendezvous
Education
North Carolina State University - College of Management
Master of Science in Management, Finance
University of Florida
BSBA, Computer Science
Keith Kirkland, CFA's Credit Suisse Experience July 2009 - December 2009
Job Associate at Sankaty Advisors
Industry Financial Services
Experience
Sankaty Advisors September 2014 - Present
Manulife Asset Management January 2012 - August 2014
Manulife Financial July 2010 - December 2011
Credit Suisse July 2009 - December 2009
Eaton Vance July 2008 - December 2008
Skills
Bloomberg, Investments, Equity Research, Equities, Valuation, Financial Modeling, Financial Analysis, Mutual Funds, Capital Markets, Microsoft Excel
Education
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration
Sankaty Advisors September 2014 - Present
Manulife Asset Management January 2012 - August 2014
Manulife Financial July 2010 - December 2011
Credit Suisse July 2009 - December 2009
Eaton Vance July 2008 - December 2008
Skills
Bloomberg, Investments, Equity Research, Equities, Valuation, Financial Modeling, Financial Analysis, Mutual Funds, Capital Markets, Microsoft Excel
Education
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration
Atul Tharval's Credit Suisse Experience November 2005 - Present
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2005 - Present
GlaxoSmithKline 1997 - 2003
Skills
Requirements Analysis, Enterprise Architecture, Data Warehousing, SDLC, Business Analysis, Oracle, Data Modeling, PL/SQL, ETL, Requirements Gathering, Software Development
Education
North Carolina State University - College of Management 2007 — 2009
MBA, Management
University of Pune 1990 — 1993
Bachelor of Engineering (BE), Computer Engineering, Distinction
Credit Suisse November 2005 - Present
GlaxoSmithKline 1997 - 2003
Skills
Requirements Analysis, Enterprise Architecture, Data Warehousing, SDLC, Business Analysis, Oracle, Data Modeling, PL/SQL, ETL, Requirements Gathering, Software Development
Education
North Carolina State University - College of Management 2007 — 2009
MBA, Management
University of Pune 1990 — 1993
Bachelor of Engineering (BE), Computer Engineering, Distinction
Jason Branciforte's Credit Suisse Experience September 2002 - Present
Job VP at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2002 - Present
Education
NYU Stern School of Business 2003 — 2006
Master of Business Administration, Finance
Northeastern University 1993 — 1997
Bachelor Business Administration, Accounting
Credit Suisse September 2002 - Present
Education
NYU Stern School of Business 2003 — 2006
Master of Business Administration, Finance
Northeastern University 1993 — 1997
Bachelor Business Administration, Accounting
Ralph Lanziano's Credit Suisse Experience June 2014 - December 2014
Job External Validation Team
Industry Financial Services
Experience
Credit Suisse June 2014 - December 2014
JPMorgan Chase July 2006 - March 2014
Deutsche Bank August 2003 - July 2006
Signature Bank November 2000 - August 2003
Citi January 1999 - November 2000
TD June 1994 - January 1999
Skills
Securities, Equities, Sales Operations, Portfolio Management, Series 7, Fixed Income, Derivatives, Middle Office, Hedge Funds, Trading Systems, Capital Markets, Series 63, Investments, Bloomberg, Management, Financial Services, Equity Derivatives, Investment Banking, Trading, Finance, Credit, Credit Derivatives, Banking, Financial Risk
Education
Northeastern University 1988 — 1993
Bachelor's Degree, Finance
Credit Suisse June 2014 - December 2014
JPMorgan Chase July 2006 - March 2014
Deutsche Bank August 2003 - July 2006
Signature Bank November 2000 - August 2003
Citi January 1999 - November 2000
TD June 1994 - January 1999
Skills
Securities, Equities, Sales Operations, Portfolio Management, Series 7, Fixed Income, Derivatives, Middle Office, Hedge Funds, Trading Systems, Capital Markets, Series 63, Investments, Bloomberg, Management, Financial Services, Equity Derivatives, Investment Banking, Trading, Finance, Credit, Credit Derivatives, Banking, Financial Risk
Education
Northeastern University 1988 — 1993
Bachelor's Degree, Finance
Catherine Boyea's Credit Suisse Experience February 2007 - April 2008
Job Treasury Accounting Group at Cisco Systems Inc.
Industry Accounting
Experience
Cisco Systems October 2011 - Present
IBM September 2009 - September 2011
IBM April 2008 - October 2009
Credit Suisse February 2007 - April 2008
Skills
Accounting, General Ledger, Internal Controls, Financial Analysis, Account Reconciliation, US GAAP, Financial Accounting, Variance Analysis, IFRS, Cost Accounting, Sarbanes-Oxley
Education
North Carolina State University - College of Management 2003 — 2006
Bachelor of Science (BS), Accounting
Cisco Systems October 2011 - Present
IBM September 2009 - September 2011
IBM April 2008 - October 2009
Credit Suisse February 2007 - April 2008
Skills
Accounting, General Ledger, Internal Controls, Financial Analysis, Account Reconciliation, US GAAP, Financial Accounting, Variance Analysis, IFRS, Cost Accounting, Sarbanes-Oxley
Education
North Carolina State University - College of Management 2003 — 2006
Bachelor of Science (BS), Accounting
Kyle Sabbe, MBA, PMP's Credit Suisse Experience June 2007 - Present
Job Experienced Project Manager / Business Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2007 - Present
Credit Suisse May 2005 - May 2007
Skills
Business Analysis, Change Management, Process Improvement, Requirements Gathering, SDLC, Project Delivery, Investment Banking, Project Management, Visio, Management, Waterfall, Agile Methodologies, Process Flow..., Requirements..., UAT coordination, Cross-functional Team..., Collaboration, Problem Solving, Microsoft Office, Business Strategy, Continuous Improvement, Process Flow Charts, Document Management, Project Planning, Test Planning, Operations, Information Technology, Data Flow, Test Cases, Use Case Analysis, Managing Project Budgets, Cost Reduction..., Risk Reduction, Business Case Production, Outsourcing, Derivatives, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, MS Project, SharePoint, SQL, Quality Center, JIRA, Software Project..., Philanthropy, PMP, Scrum, MBA
Education
North Carolina State University - College of Management 2007 — 2010
Masters in Business Administration (MBA), Financial Management, Services Management & Consulting
University of South Carolina - The Moore School of Business 2002 — 2005
Bachelor of Science in Business Administration, Finance and Insurance & Risk Management
Credit Suisse June 2007 - Present
Credit Suisse May 2005 - May 2007
Skills
Business Analysis, Change Management, Process Improvement, Requirements Gathering, SDLC, Project Delivery, Investment Banking, Project Management, Visio, Management, Waterfall, Agile Methodologies, Process Flow..., Requirements..., UAT coordination, Cross-functional Team..., Collaboration, Problem Solving, Microsoft Office, Business Strategy, Continuous Improvement, Process Flow Charts, Document Management, Project Planning, Test Planning, Operations, Information Technology, Data Flow, Test Cases, Use Case Analysis, Managing Project Budgets, Cost Reduction..., Risk Reduction, Business Case Production, Outsourcing, Derivatives, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, MS Project, SharePoint, SQL, Quality Center, JIRA, Software Project..., Philanthropy, PMP, Scrum, MBA
Education
North Carolina State University - College of Management 2007 — 2010
Masters in Business Administration (MBA), Financial Management, Services Management & Consulting
University of South Carolina - The Moore School of Business 2002 — 2005
Bachelor of Science in Business Administration, Finance and Insurance & Risk Management
Bob Lucenti's Credit Suisse Experience January 2009 - Present
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2009 - Present
Credit Suisse April 2007 - January 2009
Bank of America 2001 - 2007
Education
North Central College 1997 — 2001
B.S., Finance
North Central
Credit Suisse January 2009 - Present
Credit Suisse April 2007 - January 2009
Bank of America 2001 - 2007
Education
North Central College 1997 — 2001
B.S., Finance
North Central
Rebecca Weisberg's Credit Suisse Experience 2012 - Present
Job Private Banking
Industry Financial Services
Experience
Credit Suisse 2012 - Present
Education
Northeastern University 1990 — 1994
Credit Suisse 2012 - Present
Education
Northeastern University 1990 — 1994
Mazher Iqbal's Credit Suisse Experience June 2013 - Present
Job Vice President/Clearing IT Development Manager at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2013 - Present
Newedge USA March 2010 - June 2013
Newedge Group (Formerly Fimat USA, LLC) January 2007 - February 2010
Fimat Facilities Management, Inc March 2007 - December 2007
Fimat Facilities Management, Inc January 2004 - February 2007
Fimat Facilities Management Inc April 2001 - December 2003
Fimat Facilities Management, Inc. 1999 - 2000
System Limited (Pvt.) 1997 - 1999
Systems Limited 1997 - 1999
Carrier Telephone Industries (Pvt) Limited 1987 - 1997
Skills
Derivatives, SDLC, Trading Systems, Business Analysis, Back Office, SQL, Options, Integration, Low Latency, Electronic Trading, PMP, IBM iSeries, Software Development, RPG, DB2, WebSphere MQ, Trading, Sungard GMI, Market Data, Enterprise Architecture, Requirements Analysis, IBM AS/400, Investment Banking, Swaps, Management
Education
Northeastern Illinois University 2002 — 2004
Master, Computer Science
Quaid-e-Azam University, Islamabad 1991 — 1993
MS, Economics
Quaid-e-Azam University, Islamabad 1991 — 1993
MSc, Economics
Credit Suisse June 2013 - Present
Newedge USA March 2010 - June 2013
Newedge Group (Formerly Fimat USA, LLC) January 2007 - February 2010
Fimat Facilities Management, Inc March 2007 - December 2007
Fimat Facilities Management, Inc January 2004 - February 2007
Fimat Facilities Management Inc April 2001 - December 2003
Fimat Facilities Management, Inc. 1999 - 2000
System Limited (Pvt.) 1997 - 1999
Systems Limited 1997 - 1999
Carrier Telephone Industries (Pvt) Limited 1987 - 1997
Skills
Derivatives, SDLC, Trading Systems, Business Analysis, Back Office, SQL, Options, Integration, Low Latency, Electronic Trading, PMP, IBM iSeries, Software Development, RPG, DB2, WebSphere MQ, Trading, Sungard GMI, Market Data, Enterprise Architecture, Requirements Analysis, IBM AS/400, Investment Banking, Swaps, Management
Education
Northeastern Illinois University 2002 — 2004
Master, Computer Science
Quaid-e-Azam University, Islamabad 1991 — 1993
MS, Economics
Quaid-e-Azam University, Islamabad 1991 — 1993
MSc, Economics
Julianne Knych's Credit Suisse Experience July 2007 - December 2007
Job Brand Management, Human Resources Professional
Industry Human Resources
Experience
Bloomberg LP April 2015 - Present
Bloomberg LP May 2012 - March 2015
Bloomberg LP November 2008 - May 2012
Credit Suisse July 2007 - December 2007
European Parliament September 2006 - November 2006
MFS Investment Management June 2005 - August 2006
Skills
Recruiting, Management, Human Resources, Leadership, College Recruiting, PeopleSoft, Employee Relations, Project Management, Strategy, Onboarding, Applicant Tracking..., Talent Acquisition, Talent Management, Sourcing, Performance Management, Resume Writing, Bloomberg, Microsoft Excel, Interviews, Bloomberg Terminal, Career Development, SDLC, Employee Engagement, Employee Surveys, Corporate Events
Education
Northeastern University
Bachelor, Business, Concentration in Marketing
Bloomberg LP April 2015 - Present
Bloomberg LP May 2012 - March 2015
Bloomberg LP November 2008 - May 2012
Credit Suisse July 2007 - December 2007
European Parliament September 2006 - November 2006
MFS Investment Management June 2005 - August 2006
Skills
Recruiting, Management, Human Resources, Leadership, College Recruiting, PeopleSoft, Employee Relations, Project Management, Strategy, Onboarding, Applicant Tracking..., Talent Acquisition, Talent Management, Sourcing, Performance Management, Resume Writing, Bloomberg, Microsoft Excel, Interviews, Bloomberg Terminal, Career Development, SDLC, Employee Engagement, Employee Surveys, Corporate Events
Education
Northeastern University
Bachelor, Business, Concentration in Marketing
Danielle Shaw's Credit Suisse Experience January 1998 - May 2005
Job Independent Event Planning Professional
Industry Events Services
Experience
Self Employed June 2015 - Present
Self Employed June 2007 - May 2015
Goldman Sachs May 2005 - June 2006
Credit Suisse January 1998 - May 2005
Self Employed November 1996 - January 1998
Talking Point Events April 1995 - November 1996
American Express December 1993 - April 1995
Skills
Marketing Strategy, Corporate Events, Marketing Communications, Event Management, Event Planning, Social Networking, Social Media
Education
Northumbria University 1989 — 1993
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
King David High School Liverpool 1975 — 1988
Self Employed June 2015 - Present
Self Employed June 2007 - May 2015
Goldman Sachs May 2005 - June 2006
Credit Suisse January 1998 - May 2005
Self Employed November 1996 - January 1998
Talking Point Events April 1995 - November 1996
American Express December 1993 - April 1995
Skills
Marketing Strategy, Corporate Events, Marketing Communications, Event Management, Event Planning, Social Networking, Social Media
Education
Northumbria University 1989 — 1993
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
King David High School Liverpool 1975 — 1988
Jennifer Bihlmeyer, MBA's Credit Suisse Experience August 2012 - Present
Job Assistant Vice President, CFO Division
Industry Investment Banking
Experience
Credit Suisse August 2012 - Present
Credit Suisse November 2009 - August 2012
Credit Suisse August 2006 - November 2009
Skills
Financial Modeling, Financial Analysis, Product Control, Finance, Investment Banking, Portfolio Management, Valuation, Banking, Equities, Corporate Finance, Fixed Income, Risk Management, Capital Markets, Mergers & Acquisitions, Asset Management, Financial Reporting, Bloomberg, Business Analysis, Investments, Derivatives, Process Improvement, Forecasting, Financial Services, Financial Risk
Education
Wake Forest University School of Business 2007 — 2009
MBA, Business Administration
North Carolina State University - College of Management 2002 — 2006
BS, Business Management
Credit Suisse August 2012 - Present
Credit Suisse November 2009 - August 2012
Credit Suisse August 2006 - November 2009
Skills
Financial Modeling, Financial Analysis, Product Control, Finance, Investment Banking, Portfolio Management, Valuation, Banking, Equities, Corporate Finance, Fixed Income, Risk Management, Capital Markets, Mergers & Acquisitions, Asset Management, Financial Reporting, Bloomberg, Business Analysis, Investments, Derivatives, Process Improvement, Forecasting, Financial Services, Financial Risk
Education
Wake Forest University School of Business 2007 — 2009
MBA, Business Administration
North Carolina State University - College of Management 2002 — 2006
BS, Business Management
Jeffrey Ralto's Credit Suisse Experience July 2010 - December 2010
Job Associate at Hercules Technology Growth Capital
Industry Financial Services
Experience
Hercules Technology Growth Capital May 2012 - Present
Hercules Technology Growth Capital June 2011 - December 2011
Credit Suisse July 2010 - December 2010
Clough Capital Partners September 2009 - January 2010
Virtua Research August 2008 - September 2009
Skills
Valuation, Investments, Hedge Funds, Equities, Financial Modeling, Bloomberg, Excel, Financial Analysis, Due Diligence
Education
Northeastern University 2007 — 2012
Bachelor of Science, Business Administration - Finance
Hercules Technology Growth Capital May 2012 - Present
Hercules Technology Growth Capital June 2011 - December 2011
Credit Suisse July 2010 - December 2010
Clough Capital Partners September 2009 - January 2010
Virtua Research August 2008 - September 2009
Skills
Valuation, Investments, Hedge Funds, Equities, Financial Modeling, Bloomberg, Excel, Financial Analysis, Due Diligence
Education
Northeastern University 2007 — 2012
Bachelor of Science, Business Administration - Finance
Kannan Iyer's Credit Suisse Experience July 2009 - February 2010
Job Enterprise Strategy and Architecture at Microsoft
Industry Information Technology and Services
Experience
Microsoft November 2011 - Present
Accenture March 2010 - September 2011
Credit Suisse July 2009 - February 2010
Avanade May 2000 - May 2009
Accenture 1993 - 2000
Skills
IT Strategy, Enterprise Architecture, Business Intelligence, Architecture, Application Architecture, Enterprise Software, Business Alignment, Strategy, Data Warehousing, SOA
Education
Northern Illinois University
MS, Computer Science
University of Mumbai
MBA, Marketing & Management Information Systems
Microsoft November 2011 - Present
Accenture March 2010 - September 2011
Credit Suisse July 2009 - February 2010
Avanade May 2000 - May 2009
Accenture 1993 - 2000
Skills
IT Strategy, Enterprise Architecture, Business Intelligence, Architecture, Application Architecture, Enterprise Software, Business Alignment, Strategy, Data Warehousing, SOA
Education
Northern Illinois University
MS, Computer Science
University of Mumbai
MBA, Marketing & Management Information Systems
Melissa Wierzbowski's Credit Suisse Experience July 2008 - December 2008
Job Insitutional Sales Associate at BlackRock
Industry Investment Management
Experience
BlackRock January 2012 - Present
BlackRock July 2009 - January 2012
Credit Suisse July 2008 - December 2008
MFS Investment Management January 2007 - July 2007
Skills
Bloomberg Terminal, SQL, Excel, Bloomberg, Fixed Income, Equities, Securities, Asset Managment, Mutual Funds, Investment Management, Asset Allocation, Hedge Funds, Financial Analysis
Education
Northeastern University 2006 — 2009
BSBA, Finance, Marketing
BlackRock January 2012 - Present
BlackRock July 2009 - January 2012
Credit Suisse July 2008 - December 2008
MFS Investment Management January 2007 - July 2007
Skills
Bloomberg Terminal, SQL, Excel, Bloomberg, Fixed Income, Equities, Securities, Asset Managment, Mutual Funds, Investment Management, Asset Allocation, Hedge Funds, Financial Analysis
Education
Northeastern University 2006 — 2009
BSBA, Finance, Marketing
Paul Bueti's Credit Suisse Experience January 2009 - July 2009
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 2012 - Present
UBS Investment Bank February 2011 - October 2012
CIT June 2010 - February 2011
Credit Suisse January 2009 - July 2009
MAQUET Cardiopulmonary AG January 2008 - June 2008
BR+A Consulting Engineers January 2007 - June 2007
Skills
Valuation, Financial Modeling, Investment Banking, REIT Conversions, Equity Derivatives, Capital Structure, Capital Allocation, Capital Markets, Spin-offs, Share Repurchase, Convertible Bonds, Equity Capital Markets, Equities, Bloomberg, Factset, Capital IQ, ThomsonOne, Series 63, Series 79, Excel, PowerPoint, Word
Education
Northeastern University 2005 — 2010
Bachelors, Mechanical Engineering
Wells Fargo Securities October 2012 - Present
UBS Investment Bank February 2011 - October 2012
CIT June 2010 - February 2011
Credit Suisse January 2009 - July 2009
MAQUET Cardiopulmonary AG January 2008 - June 2008
BR+A Consulting Engineers January 2007 - June 2007
Skills
Valuation, Financial Modeling, Investment Banking, REIT Conversions, Equity Derivatives, Capital Structure, Capital Allocation, Capital Markets, Spin-offs, Share Repurchase, Convertible Bonds, Equity Capital Markets, Equities, Bloomberg, Factset, Capital IQ, ThomsonOne, Series 63, Series 79, Excel, PowerPoint, Word
Education
Northeastern University 2005 — 2010
Bachelors, Mechanical Engineering
Paul Cassetta's Credit Suisse Experience July 2009 - December 2009
Job Student at Northeastern University
Industry Financial Services
Experience
Credit Suisse July 2009 - December 2009
R.F. Laffery & Co. July 2008 - December 2008
MFS Investment Management July 2007 - April 2008
Education
Northeastern University 2005 — 2010
Credit Suisse July 2009 - December 2009
R.F. Laffery & Co. July 2008 - December 2008
MFS Investment Management July 2007 - April 2008
Education
Northeastern University 2005 — 2010
Thomas La Grassa's Credit Suisse Experience January 2007 - January 2008
Job Branch Manager at Finance Of America
Industry Banking
Experience
Finance of America Mortgage LLC April 2015 - Present
RELECTRIC Inc May 2010 - January 2015
Credit Suisse January 2007 - January 2008
CREDIT SUISSE 2007 - 2008
Lime Financial January 2005 - December 2006
ResMAE Mortgage Corporation February 2002 - December 2005
Resmae 2004 - 2005
Banc Express Mortgage Corp. January 1994 - January 2002
Banc Express Mortgage Corp January 1999 - January 2001
JVS Financial, Inc January 1992 - January 1994
Skills
Direct Marketing, Marketing, Sales, Credit, Customer Service, Sales Management, Business Development, Account Management, Sales Operations, Marketing Strategy, CRM, Negotiation, New Business Development, Leadership, Mortgage Lending, Sales Presentations, Forecasting, Contract Negotiation, Sales Process, Selling, Management, Team Building, Purchasing, Training, Time Management, Product Development, Team Leadership, Direct Sales, Cold Calling, Operations Management, Loans, Banking, Inventory Management, Pricing, B2B, Start-ups, Strategy, Salesforce.com, Strategic Planning, Product Management, Product Marketing, Customer Retention, Mortgage Banking, Recruiting, Loan Origination, Coaching, Strategic Partnerships
Education
North Central College 1989 — 1992
Bachelor's Degree, Psychology
Finance of America Mortgage LLC April 2015 - Present
RELECTRIC Inc May 2010 - January 2015
Credit Suisse January 2007 - January 2008
CREDIT SUISSE 2007 - 2008
Lime Financial January 2005 - December 2006
ResMAE Mortgage Corporation February 2002 - December 2005
Resmae 2004 - 2005
Banc Express Mortgage Corp. January 1994 - January 2002
Banc Express Mortgage Corp January 1999 - January 2001
JVS Financial, Inc January 1992 - January 1994
Skills
Direct Marketing, Marketing, Sales, Credit, Customer Service, Sales Management, Business Development, Account Management, Sales Operations, Marketing Strategy, CRM, Negotiation, New Business Development, Leadership, Mortgage Lending, Sales Presentations, Forecasting, Contract Negotiation, Sales Process, Selling, Management, Team Building, Purchasing, Training, Time Management, Product Development, Team Leadership, Direct Sales, Cold Calling, Operations Management, Loans, Banking, Inventory Management, Pricing, B2B, Start-ups, Strategy, Salesforce.com, Strategic Planning, Product Management, Product Marketing, Customer Retention, Mortgage Banking, Recruiting, Loan Origination, Coaching, Strategic Partnerships
Education
North Central College 1989 — 1992
Bachelor's Degree, Psychology
Pyzynski, Lisa's Credit Suisse Experience August 2000 - March 2003
Job Senior Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2005 - Present
Credit Suisse August 2000 - March 2003
Bear, Stearns May 1996 - August 2000
Skills
Equities, Capital Markets, Investment Banking, Fixed Income, Valuation, Financial Modeling, Client Services
Education
Northeastern University Boston 2003 — 2003
Professional Certificate, Paralegal Studies
University of Massachusetts-Amherst 1979 — 1984
BA, Political Science and French
Merrill Lynch January 2005 - Present
Credit Suisse August 2000 - March 2003
Bear, Stearns May 1996 - August 2000
Skills
Equities, Capital Markets, Investment Banking, Fixed Income, Valuation, Financial Modeling, Client Services
Education
Northeastern University Boston 2003 — 2003
Professional Certificate, Paralegal Studies
University of Massachusetts-Amherst 1979 — 1984
BA, Political Science and French
Jean Kopp's Credit Suisse Experience July 2005 - December 2005
Job Volume P&A and Process COE
Industry Financial Services
Experience
General Mills February 2015 - Present
General Mills October 2014 - Present
GE Power & Water January 2013 - October 2014
GE Power & Water January 2012 - December 2012
GE Power & Water August 2009 - December 2011
GE July 2007 - July 2009
GE Security July 2006 - April 2007
Credit Suisse July 2005 - December 2005
The Boston Consulting Group July 2004 - December 2004
Skills
Finance, Financial Analysis, Financial Modeling, Supply Chain, Financial Reporting, Analysis, Cross-functional Team..., Managerial Finance, Financial Forecasting, Corporate Finance, Financial Audits, Process Improvement, Six Sigma, Management
Education
Northeastern University 2002 — 2007
BSBA, Finance & Accounting
General Mills February 2015 - Present
General Mills October 2014 - Present
GE Power & Water January 2013 - October 2014
GE Power & Water January 2012 - December 2012
GE Power & Water August 2009 - December 2011
GE July 2007 - July 2009
GE Security July 2006 - April 2007
Credit Suisse July 2005 - December 2005
The Boston Consulting Group July 2004 - December 2004
Skills
Finance, Financial Analysis, Financial Modeling, Supply Chain, Financial Reporting, Analysis, Cross-functional Team..., Managerial Finance, Financial Forecasting, Corporate Finance, Financial Audits, Process Improvement, Six Sigma, Management
Education
Northeastern University 2002 — 2007
BSBA, Finance & Accounting
Nichole Rapuano's Credit Suisse Experience January 2015 - Present
Job Global Job Family Program Manager at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse January 2015 - Present
Credit Suisse March 2012 - January 2015
Credit Suisse July 2008 - March 2012
Skills
SDLC, Business Analysis
Education
North Carolina State University - College of Management 2004 — 2008
BS, Business Administration
Credit Suisse January 2015 - Present
Credit Suisse March 2012 - January 2015
Credit Suisse July 2008 - March 2012
Skills
SDLC, Business Analysis
Education
North Carolina State University - College of Management 2004 — 2008
BS, Business Administration
Hanna Dao, CPA Candidate's Credit Suisse Experience May 2012 - November 2012
Job BCBSNC
Industry Accounting
Experience
BCBSNC November 2012 - Present
Credit Suisse May 2012 - November 2012
Cahaba Safeguard Administrators LLC of BCBSAL January 2008 - April 2012
IBM April 2007 - January 2008
WACHOVIA MORTGAGE CORPORATION, A Wells Fargo Company January 2003 - February 2007
Skills
Financial Reporting, Peoplesoft Financials, Hyperion Essbase, Account Reconciliation, General Ledger, US GAAP, Sarbanes-Oxley, Medicare, Healthcare Reimbursement, Internal Controls, AutoAudit, SAS Enterprise Guide, Oracle SQL, SQL DB2
Education
North Carolina Wesleyan College
Bachelor of Science (BS), Accounting
North Carolina Wesleyan College
Bachelor of Science (BS), Computer Information Systems
BCBSNC November 2012 - Present
Credit Suisse May 2012 - November 2012
Cahaba Safeguard Administrators LLC of BCBSAL January 2008 - April 2012
IBM April 2007 - January 2008
WACHOVIA MORTGAGE CORPORATION, A Wells Fargo Company January 2003 - February 2007
Skills
Financial Reporting, Peoplesoft Financials, Hyperion Essbase, Account Reconciliation, General Ledger, US GAAP, Sarbanes-Oxley, Medicare, Healthcare Reimbursement, Internal Controls, AutoAudit, SAS Enterprise Guide, Oracle SQL, SQL DB2
Education
North Carolina Wesleyan College
Bachelor of Science (BS), Accounting
North Carolina Wesleyan College
Bachelor of Science (BS), Computer Information Systems
Nate Dunn's Credit Suisse Experience July 2010 - December 2010
Job Equity Business Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2012 - Present
Credit Suisse July 2010 - December 2010
Northeastern University Student Value Fund September 2008 - April 2010
State Street June 2009 - January 2010
John Hancock June 2008 - December 2008
Education
Northeastern University 2006 — 2011
BS
Fidelity Investments April 2012 - Present
Credit Suisse July 2010 - December 2010
Northeastern University Student Value Fund September 2008 - April 2010
State Street June 2009 - January 2010
John Hancock June 2008 - December 2008
Education
Northeastern University 2006 — 2011
BS
Hariom Solanki's Credit Suisse Experience January 2010 - Present
Job Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2010 - Present
Charles Schwab February 2009 - February 2010
BNY Mellon March 2008 - February 2009
Credit Suisse June 2006 - February 2008
Wipro Technologies April 2004 - April 2006
Solversa Technologies March 2004 - April 2005
Skills
C#, ASP.NET, Oracle, WCF, XML, Microsoft SQL Server, JavaScript, .NET, Web Services, SDLC, SharePoint, Business Analysis, SQL, Java Enterprise Edition, Agile Methodologies, Requirements Analysis, WPF, Software Project..., Java, Software Development, Visual Studio
Education
North Maharashtra University 2001 — 2004
Masters in Computer Application, Computer Science
KKDC 1998 — 2000
Bachelor's degree, Mathematics, Physics, Chemistry
Credit Suisse January 2010 - Present
Charles Schwab February 2009 - February 2010
BNY Mellon March 2008 - February 2009
Credit Suisse June 2006 - February 2008
Wipro Technologies April 2004 - April 2006
Solversa Technologies March 2004 - April 2005
Skills
C#, ASP.NET, Oracle, WCF, XML, Microsoft SQL Server, JavaScript, .NET, Web Services, SDLC, SharePoint, Business Analysis, SQL, Java Enterprise Edition, Agile Methodologies, Requirements Analysis, WPF, Software Project..., Java, Software Development, Visual Studio
Education
North Maharashtra University 2001 — 2004
Masters in Computer Application, Computer Science
KKDC 1998 — 2000
Bachelor's degree, Mathematics, Physics, Chemistry
Jimmy Borovsky's Credit Suisse Experience November 2008 - May 2010
Job Financial Analyst I at Osram Sylvania
Industry Marketing and Advertising
Experience
Osram Sylvania September 2014 - Present
Equity Management Inc. February 2011 - August 2014
Touch of Gold/MB Goldsmith September 2002 - January 2011
Credit Suisse November 2008 - May 2010
A Refreshing Discovery Inc April 2005 - November 2008
Skills
Microsoft Excel, Investments, Operations, Derivatives, Commodity Markets, Analysis, Precious Metals, Customer Service, Settlement Agreements, Bloomberg Terminal, Royalties, Microsoft Office, Client Relations Skills, Licensing, Accounts Receivable, Jewelry Design, Trademarks, Sales Analysis, Leadership, Strengthening Client..., Management, CRM, Start-ups, Financial Analysis, Finance, Financial Accounting, Financial Reporting
Education
North Carolina State University - College of Management 2004 — 2008
Bachelor of Science, Business Management - Finance
Osram Sylvania September 2014 - Present
Equity Management Inc. February 2011 - August 2014
Touch of Gold/MB Goldsmith September 2002 - January 2011
Credit Suisse November 2008 - May 2010
A Refreshing Discovery Inc April 2005 - November 2008
Skills
Microsoft Excel, Investments, Operations, Derivatives, Commodity Markets, Analysis, Precious Metals, Customer Service, Settlement Agreements, Bloomberg Terminal, Royalties, Microsoft Office, Client Relations Skills, Licensing, Accounts Receivable, Jewelry Design, Trademarks, Sales Analysis, Leadership, Strengthening Client..., Management, CRM, Start-ups, Financial Analysis, Finance, Financial Accounting, Financial Reporting
Education
North Carolina State University - College of Management 2004 — 2008
Bachelor of Science, Business Management - Finance
Peter Mosconi's Credit Suisse Experience 2007 - 2008
Job Financial Consultant at Citigroup
Industry Financial Services
Experience
Citigroup 2008 - Present
Credit Suisse 2007 - 2008
Lehman Brothers 2005 - 2008
Education
Northeastern University 2000 — 2005
BSBA, Finance, Minor in International Business
Citigroup 2008 - Present
Credit Suisse 2007 - 2008
Lehman Brothers 2005 - 2008
Education
Northeastern University 2000 — 2005
BSBA, Finance, Minor in International Business
Thomas Ackerman's Credit Suisse Experience July 2012 - Present
Job Research Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2012 - Present
NXT Capital October 2011 - December 2011
Goldman Sachs June 2011 - August 2011
Credit Suisse HOLT January 2010 - June 2010
General Electric Aviation January 2009 - July 2009
Blue Mountain Ski Area June 2005 - June 2009
Skills
Analysis, Forecasting, Financial Modeling, Strategy, Financial Analysis
Education
Northeastern University 2007 — 2012
Bachelor of Science; Dual, Business Administration; Finance and Accounting
Northeastern University's Huntington Management Consulting 2010 — 2011
London School of Economics and Political Science 2010 — 2010
Credit Suisse July 2012 - Present
NXT Capital October 2011 - December 2011
Goldman Sachs June 2011 - August 2011
Credit Suisse HOLT January 2010 - June 2010
General Electric Aviation January 2009 - July 2009
Blue Mountain Ski Area June 2005 - June 2009
Skills
Analysis, Forecasting, Financial Modeling, Strategy, Financial Analysis
Education
Northeastern University 2007 — 2012
Bachelor of Science; Dual, Business Administration; Finance and Accounting
Northeastern University's Huntington Management Consulting 2010 — 2011
London School of Economics and Political Science 2010 — 2010
Justin Shaheen's Credit Suisse Experience June 2012 - January 2014
Job at
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ October 2014 - Present
Bank of Tokyo-Mitsubishi UFJ January 2014 - October 2014
Credit Suisse June 2012 - January 2014
Ross Stores February 2012 - April 2012
Springer Science+Business Media December 2011 - January 2012
MF Global June 2010 - November 2011
Skills
Oracle HR, Global HR, Data Analysis, HRIS, Benefits, Compensation, Payroll, Compliance, Human Resources
Education
Northeastern University 2004 — 2009
Bachelor of Arts, English
Quinnipiac University 2003 — 2004
Bank of Tokyo-Mitsubishi UFJ October 2014 - Present
Bank of Tokyo-Mitsubishi UFJ January 2014 - October 2014
Credit Suisse June 2012 - January 2014
Ross Stores February 2012 - April 2012
Springer Science+Business Media December 2011 - January 2012
MF Global June 2010 - November 2011
Skills
Oracle HR, Global HR, Data Analysis, HRIS, Benefits, Compensation, Payroll, Compliance, Human Resources
Education
Northeastern University 2004 — 2009
Bachelor of Arts, English
Quinnipiac University 2003 — 2004
Donald Guidara's Credit Suisse Experience January 2005 - August 2010
Job COO at CPR Consulting Services
Industry Financial Services
Experience
CPR Consulting Services September 1996 - Present
Mizuho Securities US January 2010 - October 2011
Credit Suisse January 2005 - August 2010
Man Financial August 2003 - May 2005
CPR Consulting Services October 1996 - July 2003
Index Futures Group September 1990 - September 1996
Index Futures Group January 1990 - September 1996
The Chicago Corporation September 1982 - September 1990
The Chicago Corporation January 1982 - September 1990
CME Group 1972 - 1980
Skills
GMI, Back Office, Commodities, Derivatives, Options, Excel, Microsoft Office, Word, Customer Relations, Customer Service, Settlements, Outlook, Brokerage
Education
Northeastern Illinois University
Northeastern Illinois University
CPR Consulting Services September 1996 - Present
Mizuho Securities US January 2010 - October 2011
Credit Suisse January 2005 - August 2010
Man Financial August 2003 - May 2005
CPR Consulting Services October 1996 - July 2003
Index Futures Group September 1990 - September 1996
Index Futures Group January 1990 - September 1996
The Chicago Corporation September 1982 - September 1990
The Chicago Corporation January 1982 - September 1990
CME Group 1972 - 1980
Skills
GMI, Back Office, Commodities, Derivatives, Options, Excel, Microsoft Office, Word, Customer Relations, Customer Service, Settlements, Outlook, Brokerage
Education
Northeastern Illinois University
Northeastern Illinois University
Christopher McIndoe's Credit Suisse Experience January 2012 - June 2012
Job Consultant at StoneTurn Group
Industry Accounting
Experience
StoneTurn Group LLP January 2013 - Present
Credit Suisse January 2012 - June 2012
IDEA: Northeastern's Venture Accelerator January 2011 - January 2012
The Bollard Group LLC January 2011 - June 2011
Skills
Microsoft Excel, Bloomberg, FactSet, Profx, Great Plains Software, PowerPoint, Outlook, Holt Lens
Education
Northeastern University 2013 — 2014
MS in Finance, 3.73
Northeastern University 2009 — 2014
Bachelor of Science Degree in Business Administration, Accounting and Finance, 3.89
StoneTurn Group LLP January 2013 - Present
Credit Suisse January 2012 - June 2012
IDEA: Northeastern's Venture Accelerator January 2011 - January 2012
The Bollard Group LLC January 2011 - June 2011
Skills
Microsoft Excel, Bloomberg, FactSet, Profx, Great Plains Software, PowerPoint, Outlook, Holt Lens
Education
Northeastern University 2013 — 2014
MS in Finance, 3.73
Northeastern University 2009 — 2014
Bachelor of Science Degree in Business Administration, Accounting and Finance, 3.89
Jennifer Cloherty's Credit Suisse Experience February 2008 - Present
Job Vice President, Alternative Investments at Credit Suisse
Industry Financial Services
Experience
Credit Suisse February 2008 - Present
Ceres Capital Partners April 2005 - January 2008
Jennison Associates June 2000 - April 2005
Education
Northeastern University 1999 — 2004
Bachelor of Science, Finance
Credit Suisse February 2008 - Present
Ceres Capital Partners April 2005 - January 2008
Jennison Associates June 2000 - April 2005
Education
Northeastern University 1999 — 2004
Bachelor of Science, Finance
Bryce Stocks's Credit Suisse Experience July 2015 - Present
Job Equity Investment Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
GMO January 2014 - June 2014
F-Squared Investments January 2013 - June 2013
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration (BSBA), Finance and Management Major, Economics Minor
Lawrence Academy 2007 — 2011
Credit Suisse July 2015 - Present
GMO January 2014 - June 2014
F-Squared Investments January 2013 - June 2013
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration (BSBA), Finance and Management Major, Economics Minor
Lawrence Academy 2007 — 2011
Lisa Pyzynski's Credit Suisse Experience August 2000 - March 2003
Job Senior Registered Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2005 - Present
KeyBank August 2003 - January 2005
Credit Suisse August 2000 - March 2003
Bear, Stearns May 1996 - August 2000
Skills
Series 7, Series 65, CSNA, Series 63, Uniform Combined State..., FINRA, Securities, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Estate Planning, Retirement, Investment Advisory, Fixed Annuities, Series 24, Investments, Alternative Investments, Wealth Management..., Investment Strategies, Bonds, 401k, Financial Advisory
Education
Northeastern University 2003 — 2003
Professional Certificate, Paralegal
University of Massachusetts-Amherst
Bachelor of Arts (BA), Political Science and French
Merrill Lynch January 2005 - Present
KeyBank August 2003 - January 2005
Credit Suisse August 2000 - March 2003
Bear, Stearns May 1996 - August 2000
Skills
Series 7, Series 65, CSNA, Series 63, Uniform Combined State..., FINRA, Securities, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Estate Planning, Retirement, Investment Advisory, Fixed Annuities, Series 24, Investments, Alternative Investments, Wealth Management..., Investment Strategies, Bonds, 401k, Financial Advisory
Education
Northeastern University 2003 — 2003
Professional Certificate, Paralegal
University of Massachusetts-Amherst
Bachelor of Arts (BA), Political Science and French
Laura Kalo's Credit Suisse Experience June 2006 - Present
Job Executive Assistant
Industry Financial Services
Experience
Credit Suisse June 2006 - Present
Glencoe Capital October 2001 - June 2006
Atlas Technology Grp July 1999 - August 2001
USN Communications September 1996 - August 1999
Skills
Calendaring, Travel Arrangements, Office Administration, Event Planning, Outlook, Microsoft Office, Event Management
Education
Northern Illinois University 1989 — 1993
Bachelor of Arts (B.A.)
Northern Illinois University
Bachelor's degree
Credit Suisse June 2006 - Present
Glencoe Capital October 2001 - June 2006
Atlas Technology Grp July 1999 - August 2001
USN Communications September 1996 - August 1999
Skills
Calendaring, Travel Arrangements, Office Administration, Event Planning, Outlook, Microsoft Office, Event Management
Education
Northern Illinois University 1989 — 1993
Bachelor of Arts (B.A.)
Northern Illinois University
Bachelor's degree
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.