Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
Credit Suisse List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Credit Suisse. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Credit Suisse Salaries. You can even request information on how much does Credit Suisse pay if you want to. Learn about salaries, pros and cons of working for Credit Suisse directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Anthony Polito Anthony Polito's Credit Suisse Experience December 2002 - April 2005
Job Securities Lending Trader at E*TRADE Financial
Industry Investment Banking
Experience
E*TRADE Financial June 2013 - Present
Deutsche Bank April 2005 - November 2012
Credit Suisse December 2002 - April 2005
Pershing, Division of DLJ June 1996 - December 2002
Skills
Securities Lending, Prime Brokerage, Series 7, Series 63, Series 55, FINRA, Fixed Income, Bloomberg, Securities, Equities, Equity Derivatives, Hedge Funds, Middle Office, Swaps, ETFs, Derivatives
Education
Pace University - Lubin School of Business 1993 — 1996
MBA, Investment Management
Stony Brook University 1988 — 1993
Bachelor of Arts (B.A.), Economics
Xavier High School
E*TRADE Financial June 2013 - Present
Deutsche Bank April 2005 - November 2012
Credit Suisse December 2002 - April 2005
Pershing, Division of DLJ June 1996 - December 2002
Skills
Securities Lending, Prime Brokerage, Series 7, Series 63, Series 55, FINRA, Fixed Income, Bloomberg, Securities, Equities, Equity Derivatives, Hedge Funds, Middle Office, Swaps, ETFs, Derivatives
Education
Pace University - Lubin School of Business 1993 — 1996
MBA, Investment Management
Stony Brook University 1988 — 1993
Bachelor of Arts (B.A.), Economics
Xavier High School
Allon Moore Allon Moore's Credit Suisse Experience 2004 - 2006
Job Investment Banking Associate at TAP Advisors
Industry Financial Services
Experience
TAP Advisors January 2015 - Present
Compass Advisers July 2013 - January 2015
CL King & Associates 2013 - 2013
Eureka Capital Markets, LLC 2012 - 2013
Lightspeed Financial 2009 - 2012
Bank of America 2006 - 2009
Credit Suisse 2004 - 2006
Dealogic August 2003 - January 2004
JPMorgan Chase June 1999 - August 1999
Comoco, Inc June 1997 - August 1997
Skills
DCF, LBO, Forecasting, Structured Products, Corporate Finance, Banking, Trading, Swaps, Financial Modeling, Capital IQ, Thompson One, Options, Equities, Derivatives, Capital Markets, Fixed Income, Valuation, Equity Trading, Finance, Mergers & Acquisitions, Investment Banking, Hedge Funds, Series 7, Financial Markets, Securities, Equity Valuation, Investments, Private Equity, Analytics, Strategy, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
M.B.A., Law & Business, Corporate Finance, Economics
Pace University - Lubin School of Business 2000 — 2004
B.B.A., Finance, Economics
TAP Advisors January 2015 - Present
Compass Advisers July 2013 - January 2015
CL King & Associates 2013 - 2013
Eureka Capital Markets, LLC 2012 - 2013
Lightspeed Financial 2009 - 2012
Bank of America 2006 - 2009
Credit Suisse 2004 - 2006
Dealogic August 2003 - January 2004
JPMorgan Chase June 1999 - August 1999
Comoco, Inc June 1997 - August 1997
Skills
DCF, LBO, Forecasting, Structured Products, Corporate Finance, Banking, Trading, Swaps, Financial Modeling, Capital IQ, Thompson One, Options, Equities, Derivatives, Capital Markets, Fixed Income, Valuation, Equity Trading, Finance, Mergers & Acquisitions, Investment Banking, Hedge Funds, Series 7, Financial Markets, Securities, Equity Valuation, Investments, Private Equity, Analytics, Strategy, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
M.B.A., Law & Business, Corporate Finance, Economics
Pace University - Lubin School of Business 2000 — 2004
B.B.A., Finance, Economics
Benjamin Chesir Benjamin Chesir's Credit Suisse Experience October 1992 - January 1994
Job President at Dynamic Alpha
Industry Capital Markets
Experience
Dynamic Alpha November 2014 - Present
Liquid Holdings Group, Inc. September 2011 - October 2014
Quantitative Alpha Trading USA September 2011 - September 2012
Citi October 2010 - September 2011
OTC Global Holdings LP October 2008 - October 2010
New York Mercantile Exchange June 2006 - October 2008
ABN AMRO Bank N.V. August 2001 - June 2006
Merrill Lynch January 1994 - August 2001
Credit Suisse October 1992 - January 1994
Skills
Derivatives, Options, Trading, Electronic Trading, Swaps, Capital Markets, Trading Systems, Risk Management, Commodity, Equities, Prime Brokerage, Financial Markets, Trading Strategies, Mergers & Acquisitions, Hedging, Fixed Income, Finance, Alternative Investments, Equity Derivatives, Management, Equity Trading, Mutual Funds, Foreign Exchange, Proprietary Trading, VAR, FINRA, FX Options, Valuation, Brokerage, Electronic Trading..., Trading System, Project Management, Corporate Governance, Dodd-Frank, Capital, Corporate Communications, Algorithmic Trading, Asset-backed..., HFT, Commodities, Stress Testing, Futures, OTC Clearing, Margin Methodologies, Capital Introduction, Direct Market Access, CFTC, Predictive Modeling, Product Management, Software Development
Education
New York University - Leonard N. Stern School of Business
MS, Risk Management
Pace University - Lubin School of Business
MBA, Finance and International Business
Yeshiva University
BA, Sociology
Dynamic Alpha November 2014 - Present
Liquid Holdings Group, Inc. September 2011 - October 2014
Quantitative Alpha Trading USA September 2011 - September 2012
Citi October 2010 - September 2011
OTC Global Holdings LP October 2008 - October 2010
New York Mercantile Exchange June 2006 - October 2008
ABN AMRO Bank N.V. August 2001 - June 2006
Merrill Lynch January 1994 - August 2001
Credit Suisse October 1992 - January 1994
Skills
Derivatives, Options, Trading, Electronic Trading, Swaps, Capital Markets, Trading Systems, Risk Management, Commodity, Equities, Prime Brokerage, Financial Markets, Trading Strategies, Mergers & Acquisitions, Hedging, Fixed Income, Finance, Alternative Investments, Equity Derivatives, Management, Equity Trading, Mutual Funds, Foreign Exchange, Proprietary Trading, VAR, FINRA, FX Options, Valuation, Brokerage, Electronic Trading..., Trading System, Project Management, Corporate Governance, Dodd-Frank, Capital, Corporate Communications, Algorithmic Trading, Asset-backed..., HFT, Commodities, Stress Testing, Futures, OTC Clearing, Margin Methodologies, Capital Introduction, Direct Market Access, CFTC, Predictive Modeling, Product Management, Software Development
Education
New York University - Leonard N. Stern School of Business
MS, Risk Management
Pace University - Lubin School of Business
MBA, Finance and International Business
Yeshiva University
BA, Sociology
Gocha Mchedlishvili Gocha Mchedlishvili's Credit Suisse Experience September 2005 - April 2007
Job Team Lead at The Citco Group of Companies
Industry Financial Services
Experience
The Citco Group of Companies June 2015 - Present
Interactive Brokers December 2014 - June 2015
CITCO May 2011 - December 2014
CITCO Technology Management 2007 - May 2011
Credit Suisse September 2005 - April 2007
Guardian Life Insurance October 2002 - September 2005
Doubleclick January 2000 - October 2002
Skila July 1998 - January 2000
Interconnect Services Group February 1998 - July 1998
Clark O'Neil September 1997 - February 1998
Skills
SDLC, Data Warehousing, Databases, Data Modeling, Business Analysis, Software Project..., Requirements Analysis, Management, Sybase, IT Strategy
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Finance
Tbilisi University 1991 — 1996
MS, Computer Science
The Citco Group of Companies June 2015 - Present
Interactive Brokers December 2014 - June 2015
CITCO May 2011 - December 2014
CITCO Technology Management 2007 - May 2011
Credit Suisse September 2005 - April 2007
Guardian Life Insurance October 2002 - September 2005
Doubleclick January 2000 - October 2002
Skila July 1998 - January 2000
Interconnect Services Group February 1998 - July 1998
Clark O'Neil September 1997 - February 1998
Skills
SDLC, Data Warehousing, Databases, Data Modeling, Business Analysis, Software Project..., Requirements Analysis, Management, Sybase, IT Strategy
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Finance
Tbilisi University 1991 — 1996
MS, Computer Science
Jason Alfano Jason Alfano's Credit Suisse Experience June 2015 - Present
Job Head of CCAR, Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Citi March 2014 - May 2015
Citi July 2009 - February 2014
Citi March 2003 - June 2008
Citi January 2001 - February 2003
Citi January 1999 - December 2000
Salomon Brothers January 1994 - December 1998
Salomon Brothers January 1990 - December 1993
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance
Credit Suisse June 2015 - Present
Citi March 2014 - May 2015
Citi July 2009 - February 2014
Citi March 2003 - June 2008
Citi January 2001 - February 2003
Citi January 1999 - December 2000
Salomon Brothers January 1994 - December 1998
Salomon Brothers January 1990 - December 1993
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance
Neal Dugan Neal Dugan's Credit Suisse Experience November 2010 - February 2011
Job Senior Financial Analyst at AECOM Corporation
Industry Civil Engineering
Experience
AECOM Corporation August 2013 - Present
ETF Securities March 2011 - September 2012
Credit Suisse November 2010 - February 2011
Financial Industry Regulatory Authority (FINRA) October 2004 - December 2009
Skills
Securities, Equities, Fixed Income, Options, ETFs, Municipal Bonds, Swaps, Commodity Markets, Equity Trading, Broker-Dealer, Hedge Funds, Investments, Finance, Financial Modeling, Forecasting, Financial Analysis, Process Improvement, Product Development, Product Management, Product Marketing, Securities Regulation, Regulatory Compliance, FINRA, NFA, Asset Management
Education
Pace University
Bachelor of Business Administration (B.B.A.), Finance, General
AECOM Corporation August 2013 - Present
ETF Securities March 2011 - September 2012
Credit Suisse November 2010 - February 2011
Financial Industry Regulatory Authority (FINRA) October 2004 - December 2009
Skills
Securities, Equities, Fixed Income, Options, ETFs, Municipal Bonds, Swaps, Commodity Markets, Equity Trading, Broker-Dealer, Hedge Funds, Investments, Finance, Financial Modeling, Forecasting, Financial Analysis, Process Improvement, Product Development, Product Management, Product Marketing, Securities Regulation, Regulatory Compliance, FINRA, NFA, Asset Management
Education
Pace University
Bachelor of Business Administration (B.B.A.), Finance, General
John Thurlow John Thurlow's Credit Suisse Experience October 2009 - May 2015
Job Managing Director and U.S. Chief Operating Officer at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2015 - Present
Credit Suisse October 2009 - May 2015
Merrill Lynch July 1993 - March 2009
Skills
Cash Management, Derivatives, Equities, Finance, Financial Markets, Financial Services, Funding, Hedge Funds, Investment Banking, Investments, Management, Negotiation, Restructuring, Securities, Tax, Treasury, ALM, Capital Markets, Treasury Management
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance and International Business
Pace University 1982 — 1986
Bachelor's Degree, Finance and International Business
RBC Capital Markets May 2015 - Present
Credit Suisse October 2009 - May 2015
Merrill Lynch July 1993 - March 2009
Skills
Cash Management, Derivatives, Equities, Finance, Financial Markets, Financial Services, Funding, Hedge Funds, Investment Banking, Investments, Management, Negotiation, Restructuring, Securities, Tax, Treasury, ALM, Capital Markets, Treasury Management
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance and International Business
Pace University 1982 — 1986
Bachelor's Degree, Finance and International Business
Roman Lyakhovsky Roman Lyakhovsky's Credit Suisse Experience July 2005 - December 2008
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets October 2010 - Present
Largo, Inc. March 2000 - August 2014
Barclays Capital March 2010 - May 2010
Shell Energy North America February 2009 - October 2009
Credit Suisse July 2005 - December 2008
Goldman Sachs April 2000 - April 2004
i-Deal LLC 2004 - 2004
Chase Investment Services Corp. 1999 - 2000
American Stock Exchange May 1997 - April 1999
Skills
Project Management, Business Analysis, Business Strategy, New Business Development, Business Process..., Test Case Generation, Commodity Markets, Energy Derivatives, Capital Markets, Business Process..., New Product..., Trading Systems, Derivatives, Software Development, SDLC, Commodity, Risk Management, Equities, Strategy, Financial Risk, Portfolio Management, Valuation, Requirements Gathering, Swaps
Education
Pace University - Lubin School of Business 1996 — 1999
MBA
Pace University - Lubin School of Business 1992 — 1996
BBA
1234 1981 — 1991
RBC Capital Markets October 2010 - Present
Largo, Inc. March 2000 - August 2014
Barclays Capital March 2010 - May 2010
Shell Energy North America February 2009 - October 2009
Credit Suisse July 2005 - December 2008
Goldman Sachs April 2000 - April 2004
i-Deal LLC 2004 - 2004
Chase Investment Services Corp. 1999 - 2000
American Stock Exchange May 1997 - April 1999
Skills
Project Management, Business Analysis, Business Strategy, New Business Development, Business Process..., Test Case Generation, Commodity Markets, Energy Derivatives, Capital Markets, Business Process..., New Product..., Trading Systems, Derivatives, Software Development, SDLC, Commodity, Risk Management, Equities, Strategy, Financial Risk, Portfolio Management, Valuation, Requirements Gathering, Swaps
Education
Pace University - Lubin School of Business 1996 — 1999
MBA
Pace University - Lubin School of Business 1992 — 1996
BBA
1234 1981 — 1991
Edward M Foley Jr. CFA, CFP Edward M Foley Jr. CFA, CFP's Credit Suisse Experience April 2006 - December 2012
Job Senior Vice PresidentWealth Management at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Wealth Management December 2012 - Present
Credit Suisse April 2006 - December 2012
BNY Mellon January 1986 - March 2006
Education
Pace University 1977 — 1983
Bachelor of Science (BS), Finance
UBS Wealth Management December 2012 - Present
Credit Suisse April 2006 - December 2012
BNY Mellon January 1986 - March 2006
Education
Pace University 1977 — 1983
Bachelor of Science (BS), Finance
Andrea Hauptman-Perez's Credit Suisse Experience 1998 - 1999
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
Allied Wealth Partners August 2011 - Present
Lee, Nolan & Koroghlian, LLC December 2007 - July 2011
AMH Consulting January 2001 - November 2007
Sophisticated Sweets By Andrea December 1998 - December 2005
MAKOR 1999 - 2001
Credit Suisse 1998 - 1999
UBS 1996 - 1998
Prudential 1994 - 1996
Skills
Wealth Management, Retirement Planning, Fixed Annuities, Series 63, Retirement, Securities, Estate Planning, Investments, Strategic Financial..., Insurance, Series 7, Investment Strategies, Small Business, Succession Planning, Financial Planning, Annuities, Series 6, Series 65
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick
Bachelor's Degree, Economics and Math
Allied Wealth Partners August 2011 - Present
Lee, Nolan & Koroghlian, LLC December 2007 - July 2011
AMH Consulting January 2001 - November 2007
Sophisticated Sweets By Andrea December 1998 - December 2005
MAKOR 1999 - 2001
Credit Suisse 1998 - 1999
UBS 1996 - 1998
Prudential 1994 - 1996
Skills
Wealth Management, Retirement Planning, Fixed Annuities, Series 63, Retirement, Securities, Estate Planning, Investments, Strategic Financial..., Insurance, Series 7, Investment Strategies, Small Business, Succession Planning, Financial Planning, Annuities, Series 6, Series 65
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick
Bachelor's Degree, Economics and Math
Gregory Delventhal Gregory Delventhal's Credit Suisse Experience February 2008 - August 2008
Job AFS Group
Industry Investment Management
Experience
J.P. Morgan December 2010 - April 2011
AFS Group December 2008 - September 2009
Deutsche Bank January 2008 - November 2008
Credit Suisse February 2008 - August 2008
Lehman Brothers January 2006 - December 2006
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, FInance
Pace University
B.B.A, Finance/Economics
webutuck 1997 — 2001
J.P. Morgan December 2010 - April 2011
AFS Group December 2008 - September 2009
Deutsche Bank January 2008 - November 2008
Credit Suisse February 2008 - August 2008
Lehman Brothers January 2006 - December 2006
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, FInance
Pace University
B.B.A, Finance/Economics
webutuck 1997 — 2001
Lauren Pretre's Credit Suisse Experience September 1997 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 1997 - Present
Credit Suisse June 2005 - December 2009
Credit Suisse June 2001 - June 2005
Credit Suisse First Boston December 1998 - June 2001
Credit Suisse First Boston September 1997 - December 1998
Jenncor Trading, L.L.C. June 1993 - September 1997
Jenncor Trading, L.L.C. June 1993 - September 1996
Education
Pace University 1998 — 2001
Master of Business Administration (M.B.A.), Finance
West Chester University of Pennsylvania 1989 — 1993
Bachelor of Science, Business Management
Credit Suisse September 1997 - Present
Credit Suisse June 2005 - December 2009
Credit Suisse June 2001 - June 2005
Credit Suisse First Boston December 1998 - June 2001
Credit Suisse First Boston September 1997 - December 1998
Jenncor Trading, L.L.C. June 1993 - September 1997
Jenncor Trading, L.L.C. June 1993 - September 1996
Education
Pace University 1998 — 2001
Master of Business Administration (M.B.A.), Finance
West Chester University of Pennsylvania 1989 — 1993
Bachelor of Science, Business Management
Jennifer Detrano's Credit Suisse Experience June 2011 - July 2011
Job Consultant at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2012 - Present
JD Business Services LLC October 2009 - Present
Perficient October 2009 - Present
Royal Bank of Scotland August 2011 - January 2012
Credit Suisse June 2011 - July 2011
MF Global October 2009 - April 2011
Entrepeneur & Professional Moms Association June 2009 - January 2011
Morgan Stanley April 1999 - February 2009
Bear Stearns October 1995 - April 1999
Skills
Sarbanes-Oxley Act, Managerial Finance, Accounting, Fixed Income, Treasury Management, Treasury, Process Improvement, Account Reconciliation, Equities, Foreign Exchange, Derivatives, Financial Modeling, Business Analysis, Management, Risk Management, Bank Reconciliation, Finance, Financial Statements, Capital Markets, Financial Services, Investment Banking
Education
Pace University - Lubin School of Business 1998 — 2000
MBA, Finance
Pace University - Lubin School of Business 1989 — 1993
BBA, Public Accounting
Deutsche Bank January 2012 - Present
JD Business Services LLC October 2009 - Present
Perficient October 2009 - Present
Royal Bank of Scotland August 2011 - January 2012
Credit Suisse June 2011 - July 2011
MF Global October 2009 - April 2011
Entrepeneur & Professional Moms Association June 2009 - January 2011
Morgan Stanley April 1999 - February 2009
Bear Stearns October 1995 - April 1999
Skills
Sarbanes-Oxley Act, Managerial Finance, Accounting, Fixed Income, Treasury Management, Treasury, Process Improvement, Account Reconciliation, Equities, Foreign Exchange, Derivatives, Financial Modeling, Business Analysis, Management, Risk Management, Bank Reconciliation, Finance, Financial Statements, Capital Markets, Financial Services, Investment Banking
Education
Pace University - Lubin School of Business 1998 — 2000
MBA, Finance
Pace University - Lubin School of Business 1989 — 1993
BBA, Public Accounting
Amy Poster Amy Poster's Credit Suisse Experience 1998 - 2008
Job Director Financial Advisory Services at Berdon LLP
Industry Financial Services
Experience
Berdon LLP December 2014 - Present
C&A Consulting LLC March 2013 - September 2014
Iron Harbor Capital Management 2011 - 2012
U.S. Department of the Treasury- Office of the Special Inspector General-TARP May 2009 - November 2010
Credit Suisse 1998 - 2008
Donaldson, Lufkin, and Jenrette (acquired by Credit Susse) 1998 - 2000
Bear Stearns Inc (acquired by JP Morgan) 1994 - 1998
Lehman Brothers 1987 - 1994
Advest, Inc. 1986 - 1987
Skills
Valuation, Hedge Funds, Trading, Equities, Portfolio Management, Derivatives, Risk Management, Market Risk, Fixed Income, Finance, Capital Markets, Financial Risk, Due Diligence, Equity Derivatives, Options, Operational Risk, Alternative Investments, Financial Services
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Financial Management, with Distinction
Berdon LLP December 2014 - Present
C&A Consulting LLC March 2013 - September 2014
Iron Harbor Capital Management 2011 - 2012
U.S. Department of the Treasury- Office of the Special Inspector General-TARP May 2009 - November 2010
Credit Suisse 1998 - 2008
Donaldson, Lufkin, and Jenrette (acquired by Credit Susse) 1998 - 2000
Bear Stearns Inc (acquired by JP Morgan) 1994 - 1998
Lehman Brothers 1987 - 1994
Advest, Inc. 1986 - 1987
Skills
Valuation, Hedge Funds, Trading, Equities, Portfolio Management, Derivatives, Risk Management, Market Risk, Fixed Income, Finance, Capital Markets, Financial Risk, Due Diligence, Equity Derivatives, Options, Operational Risk, Alternative Investments, Financial Services
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Financial Management, with Distinction
Lisa Robles's Credit Suisse Experience November 1999 - July 2014
Job Executive Assistant at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2015 - Present
OrthoNet February 2015 - April 2015
TIG Advisors, LLC September 2014 - December 2014
Credit Suisse November 1999 - July 2014
Merrill Lynch June 1999 - November 1999
Skills
Manage conferences,..., Provide all..., Excellent verbal and..., Train new employees on..., Executive..., Microsoft Office, Management, Customer Service, Time Management, Microsoft Word, Event Planning, Human Resources, Outlook, Leadership, Valuation, Teamwork, Financial Modeling, Corporate Finance, Microsoft Excel
Education
Pace University 1995 — 1998
Associates Degree, International Management
RBC Capital Markets July 2015 - Present
OrthoNet February 2015 - April 2015
TIG Advisors, LLC September 2014 - December 2014
Credit Suisse November 1999 - July 2014
Merrill Lynch June 1999 - November 1999
Skills
Manage conferences,..., Provide all..., Excellent verbal and..., Train new employees on..., Executive..., Microsoft Office, Management, Customer Service, Time Management, Microsoft Word, Event Planning, Human Resources, Outlook, Leadership, Valuation, Teamwork, Financial Modeling, Corporate Finance, Microsoft Excel
Education
Pace University 1995 — 1998
Associates Degree, International Management
Albert Torre's Credit Suisse Experience August 2007 - December 2010
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2010 - Present
Credit Suisse August 2007 - December 2010
UBS Wealth Management USA January 2005 - August 2007
Wachovia Securities, Incorporated (formerly Prudential Securities, Inc.) December 2001 - December 2004
Prudential Securities, Inc. October 1989 - December 2001
Skills
Lean Six Sigma Greenbelt, Business Analysis, SDLC, Vendor Management, PMO, Back Office, Financial Services, Business Requirements, PMP, Project Portfolio..., Requirements Gathering, Program Management, IT Strategy, Use Case Analysis, Financial Statements, New Account Opening, Performance Reporting, Portfolio Management, Project Management
Education
Pace University - Lubin School of Business 1984 — 1989
BBA, Management Information Systems
Morgan Stanley 2010 - Present
Credit Suisse August 2007 - December 2010
UBS Wealth Management USA January 2005 - August 2007
Wachovia Securities, Incorporated (formerly Prudential Securities, Inc.) December 2001 - December 2004
Prudential Securities, Inc. October 1989 - December 2001
Skills
Lean Six Sigma Greenbelt, Business Analysis, SDLC, Vendor Management, PMO, Back Office, Financial Services, Business Requirements, PMP, Project Portfolio..., Requirements Gathering, Program Management, IT Strategy, Use Case Analysis, Financial Statements, New Account Opening, Performance Reporting, Portfolio Management, Project Management
Education
Pace University - Lubin School of Business 1984 — 1989
BBA, Management Information Systems
Elan Spence Elan Spence's Credit Suisse Experience January 2006 - December 2010
Job Vice President at Barclays
Industry Venture Capital & Private Equity
Experience
ES Advisers, LLC July 2015 - Present
Barclays Investment Bank July 2013 - June 2015
Deloitte & Touche January 2011 - July 2013
Credit Suisse January 2006 - December 2010
Credit Suisse September 1998 - December 2005
Morgan Stanley July 1994 - September 1998
Skills
Fund Accounting, Private Equity, Hedge Funds, Management Consulting, Fund Administration, Asset Management, Accounting, Alternative Investments, Finance Operations, Operational Risk, Operational Due..., Wall Street, Financial Reporting, Divestitures, CCAR, Risk Management, Family Office, Operational Risk..., Fund Of Funds, Investor Relations, Venture Capital, Investment Management, Business Process, Investments, Fixed Income, Investment Banking, Finance, Asset Managment, Due Diligence, Valuation, Equities
Education
Pace University - Lubin School of Business 1990 — 1994
BBA, Accounting
Waldwick High School 1986 — 1990
HS Diploma
ES Advisers, LLC July 2015 - Present
Barclays Investment Bank July 2013 - June 2015
Deloitte & Touche January 2011 - July 2013
Credit Suisse January 2006 - December 2010
Credit Suisse September 1998 - December 2005
Morgan Stanley July 1994 - September 1998
Skills
Fund Accounting, Private Equity, Hedge Funds, Management Consulting, Fund Administration, Asset Management, Accounting, Alternative Investments, Finance Operations, Operational Risk, Operational Due..., Wall Street, Financial Reporting, Divestitures, CCAR, Risk Management, Family Office, Operational Risk..., Fund Of Funds, Investor Relations, Venture Capital, Investment Management, Business Process, Investments, Fixed Income, Investment Banking, Finance, Asset Managment, Due Diligence, Valuation, Equities
Education
Pace University - Lubin School of Business 1990 — 1994
BBA, Accounting
Waldwick High School 1986 — 1990
HS Diploma
Jon Reese Jon Reese's Credit Suisse Experience 1986 - May 1996
Job Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2009 - Present
Fidelity Investments June 1996 - February 2009
Credit Suisse 1986 - May 1996
Skills
Business Analysis, SDLC, Requirements Analysis, Financial Services, Business Process..., Equities, Requirements Gathering, Business Process, Testing, Vendor Management, Project Planning, Business Requirements, Software Project..., Project Portfolio..., PMO, IT Strategy, PMP, Software Development
Education
Pace University 1976 — 1980
Bachelor of Business Administration (BBA), CMA
Fidelity Investments September 2009 - Present
Fidelity Investments June 1996 - February 2009
Credit Suisse 1986 - May 1996
Skills
Business Analysis, SDLC, Requirements Analysis, Financial Services, Business Process..., Equities, Requirements Gathering, Business Process, Testing, Vendor Management, Project Planning, Business Requirements, Software Project..., Project Portfolio..., PMO, IT Strategy, PMP, Software Development
Education
Pace University 1976 — 1980
Bachelor of Business Administration (BBA), CMA
Stephen Medici Stephen Medici's Credit Suisse Experience 1981 - 1995
Job Adjunct Faculty at Molloy College and author of "Adverse Selection, "A Walk Around Cold Spring Pond" and other novels.
Industry Executive Office
Experience
Molloy College May 2008 - Present
Harmon-Medici Assoc. February 2006 - Present
Black Mountain Management, Inc January 1995 - December 2005
Black Mountain Group 2003 - 2005
Credit Suisse 1981 - 1995
Credit Suisse First Boston March 1981 - December 1994
Dpository Trust Company March 1977 - March 1981
Skills
Leadership Development, Organizational..., Talent Management, Research, Fundraising, Employee Engagement, Strategy, Higher Education, Management Consulting, Entrepreneurship, Budgets, Leadership, Teaching, Human Resources, Process Improvement, Customer Service, Staff Development, Personnel Management, Workshop Facilitation, Recruiting, Outsourcing, Training, Career Development, Management, Executive Coaching, Policy
Education
Pace University - Lubin School of Business 1978 — 1981
MS, Industrial Relations
SUNY Brockport 1970 — 1974
Bachelor of Science (BS), Psychology
Molloy College May 2008 - Present
Harmon-Medici Assoc. February 2006 - Present
Black Mountain Management, Inc January 1995 - December 2005
Black Mountain Group 2003 - 2005
Credit Suisse 1981 - 1995
Credit Suisse First Boston March 1981 - December 1994
Dpository Trust Company March 1977 - March 1981
Skills
Leadership Development, Organizational..., Talent Management, Research, Fundraising, Employee Engagement, Strategy, Higher Education, Management Consulting, Entrepreneurship, Budgets, Leadership, Teaching, Human Resources, Process Improvement, Customer Service, Staff Development, Personnel Management, Workshop Facilitation, Recruiting, Outsourcing, Training, Career Development, Management, Executive Coaching, Policy
Education
Pace University - Lubin School of Business 1978 — 1981
MS, Industrial Relations
SUNY Brockport 1970 — 1974
Bachelor of Science (BS), Psychology
Daniel G. Couture's Credit Suisse Experience 2000 - 2003
Job Realtor, Sales Associate at Berkshire Hathaway HomeServices New Jersey Properties
Industry Real Estate
Experience
Berkshire Hathaway HomeServices New Jersey Properties August 2015 - Present
Private Client Resources January 2015 - March 2015
U.S. Trust January 2004 - January 2014
Credit Suisse 2000 - 2003
Deutsche Bank 1995 - 2000
J.P. Morgan 1991 - 1995
J.P. Morgan 1983 - 1991
Skills
Business Development, Financial Services, Investment Management, Vendor Management, Relationship Management, Strategic Planning, Investments, Marketing, Investment Advisory, Client Service, Finance, Strategic Partnerships, Budgets, Real Estate Transactions, Real Estate Economics, Real Estate, Investment Properties, Contract Negotiations, New Home Sales, Residential Homes, Residential Investment..., First Time Home Buyers, Real Estate Finance, Residential Leases
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Wagner College
Bachelor of Arts (BA), Economics
Berkshire Hathaway HomeServices New Jersey Properties August 2015 - Present
Private Client Resources January 2015 - March 2015
U.S. Trust January 2004 - January 2014
Credit Suisse 2000 - 2003
Deutsche Bank 1995 - 2000
J.P. Morgan 1991 - 1995
J.P. Morgan 1983 - 1991
Skills
Business Development, Financial Services, Investment Management, Vendor Management, Relationship Management, Strategic Planning, Investments, Marketing, Investment Advisory, Client Service, Finance, Strategic Partnerships, Budgets, Real Estate Transactions, Real Estate Economics, Real Estate, Investment Properties, Contract Negotiations, New Home Sales, Residential Homes, Residential Investment..., First Time Home Buyers, Real Estate Finance, Residential Leases
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Wagner College
Bachelor of Arts (BA), Economics
Dranilda Fernandez Dranilda Fernandez's Credit Suisse Experience September 1999 - August 2001
Job Senior Instructional Designer at Connexin Software Inc
Industry Computer Software
Experience
Connexin Software Inc April 2012 - Present
MediaOcean October 2006 - April 2012
Oxford University Press August 2005 - October 2006
NYC Department of Education September 2001 - August 2005
Credit Suisse September 1999 - August 2001
Remy Cointreau March 1998 - August 1999
Gerling Global 1989 - March 1998
Skills
Instructional Systems..., Formative & Summative..., Elearning Development, Technical Documentation, Software and technical..., Captivate, Camtasia, Articulate, Audacity, Windows Movie Maker, LMS, MS Office, Lotus Notes, MS Project, Visio, Social Media, ADDIE, E-Learning, Instructional Design, Learning Management, Learning Management..., Microsoft Office, SnagIt, Software Documentation
Education
New York Institute of Technology
MS, Instructional Technology
Pace University
BBA, Management Information Systems
Connexin Software Inc April 2012 - Present
MediaOcean October 2006 - April 2012
Oxford University Press August 2005 - October 2006
NYC Department of Education September 2001 - August 2005
Credit Suisse September 1999 - August 2001
Remy Cointreau March 1998 - August 1999
Gerling Global 1989 - March 1998
Skills
Instructional Systems..., Formative & Summative..., Elearning Development, Technical Documentation, Software and technical..., Captivate, Camtasia, Articulate, Audacity, Windows Movie Maker, LMS, MS Office, Lotus Notes, MS Project, Visio, Social Media, ADDIE, E-Learning, Instructional Design, Learning Management, Learning Management..., Microsoft Office, SnagIt, Software Documentation
Education
New York Institute of Technology
MS, Instructional Technology
Pace University
BBA, Management Information Systems
Joseph Mastromarino, CISSP Joseph Mastromarino, CISSP's Credit Suisse Experience December 2011 - March 2013
Job Sales Engineer, LogRhythm
Industry Information Technology and Services
Experience
LogRhythm July 2015 - Present
JPMorgan Chase & Co. November 2014 - July 2015
Mandiant March 2013 - November 2014
Credit Suisse December 2011 - March 2013
Credit Suisse February 2010 - December 2011
Credit Suisse December 2006 - February 2010
Credit Suisse July 2005 - December 2006
KeySpan June 2004 - June 2005
Skills
Information Security, Security, CISSP, Information Technology, Risk Assessment, Information Security..., Disaster Recovery, Governance, Network Security, CISA, IT Audit, Computer Security, Business Continuity, Vendor Management, IT Risk Management, IT Management, ISO 27001, Incident Management, Security Awareness, SharePoint, SDLC, Process Improvement, Visio
Education
Pace University 2006 — 2008
Master, Information Systems
St. Francis College 2000 — 2004
B.S., Information Technology
LogRhythm July 2015 - Present
JPMorgan Chase & Co. November 2014 - July 2015
Mandiant March 2013 - November 2014
Credit Suisse December 2011 - March 2013
Credit Suisse February 2010 - December 2011
Credit Suisse December 2006 - February 2010
Credit Suisse July 2005 - December 2006
KeySpan June 2004 - June 2005
Skills
Information Security, Security, CISSP, Information Technology, Risk Assessment, Information Security..., Disaster Recovery, Governance, Network Security, CISA, IT Audit, Computer Security, Business Continuity, Vendor Management, IT Risk Management, IT Management, ISO 27001, Incident Management, Security Awareness, SharePoint, SDLC, Process Improvement, Visio
Education
Pace University 2006 — 2008
Master, Information Systems
St. Francis College 2000 — 2004
B.S., Information Technology
Joanne A. Smith, CFA Joanne A. Smith, CFA's Credit Suisse Experience August 1987 - February 1992
Job Owner, Smith Luxury Travel, an Independent Affiliate of Brownell Travel
Industry Leisure, Travel & Tourism
Experience
Smith Luxury Travel, an Independent Affiliate of Brownell Travel - A Member of Virtuoso July 2015 - Present
Scotia Capital September 2010 - November 2014
Deutsche Asset Management September 2003 - April 2009
UBS Investment Bank September 1997 - April 2003
Mesirow Financial November 1996 - September 1997
Fox-Pitt, Kelton February 1992 - November 1996
Credit Suisse August 1987 - February 1992
Skills
Asset Management, Securities, Insurance, Equity Research, Bloomberg, Financial Services, Equities, Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Life Insurance, Capital Markets, Investments, Fixed Income, Series 7, Investment Strategies, Financial Modeling, Valuation, Finance, Financial Analysis
Education
CFA Institute 2003 — 2007
Chartered Financial Analyst (CFA), 1997, Financial Analysis/Portfolio Management
Pace University 1984 — 1987
BA, Business Administration/Finance
Smith Luxury Travel, an Independent Affiliate of Brownell Travel - A Member of Virtuoso July 2015 - Present
Scotia Capital September 2010 - November 2014
Deutsche Asset Management September 2003 - April 2009
UBS Investment Bank September 1997 - April 2003
Mesirow Financial November 1996 - September 1997
Fox-Pitt, Kelton February 1992 - November 1996
Credit Suisse August 1987 - February 1992
Skills
Asset Management, Securities, Insurance, Equity Research, Bloomberg, Financial Services, Equities, Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Life Insurance, Capital Markets, Investments, Fixed Income, Series 7, Investment Strategies, Financial Modeling, Valuation, Finance, Financial Analysis
Education
CFA Institute 2003 — 2007
Chartered Financial Analyst (CFA), 1997, Financial Analysis/Portfolio Management
Pace University 1984 — 1987
BA, Business Administration/Finance
Tomas A Vazquez Tomas A Vazquez's Credit Suisse Experience November 2011 - March 2012
Job Data Support Engineer at DoubleVerify
Industry Information Technology and Services
Experience
DoubleVerify April 2015 - Present
NBCUniversal, Inc. October 2014 - March 2015
Operative August 2013 - July 2014
Homecare Software Solutions September 2012 - August 2013
Credit Suisse November 2011 - March 2012
Epoch Investment Partners August 2006 - December 2010
Robeco September 2005 - June 2006
Moore Capital Management December 2003 - August 2005
Citi November 2002 - September 2003
Lehman Brothers November 2000 - October 2002
Skills
Technical Support, Integration, Troubleshooting, Microsoft SQL Server, Networking, Analysis, SQL, Customer Support, Training, Salesforce.com, SaaS, Software Implementation, IT Management, Software Installation, Crystal Reports, Information Technology, Visual Studio, Customer Service, Microsoft Office, SDLC, Vertica, MySQL, Python
Education
Pace University 1993 — 1997
Bachelor's degree, Computer Science
DoubleVerify April 2015 - Present
NBCUniversal, Inc. October 2014 - March 2015
Operative August 2013 - July 2014
Homecare Software Solutions September 2012 - August 2013
Credit Suisse November 2011 - March 2012
Epoch Investment Partners August 2006 - December 2010
Robeco September 2005 - June 2006
Moore Capital Management December 2003 - August 2005
Citi November 2002 - September 2003
Lehman Brothers November 2000 - October 2002
Skills
Technical Support, Integration, Troubleshooting, Microsoft SQL Server, Networking, Analysis, SQL, Customer Support, Training, Salesforce.com, SaaS, Software Implementation, IT Management, Software Installation, Crystal Reports, Information Technology, Visual Studio, Customer Service, Microsoft Office, SDLC, Vertica, MySQL, Python
Education
Pace University 1993 — 1997
Bachelor's degree, Computer Science
David Bach David Bach's Credit Suisse Experience September 2014 - Present
Job VP Internal Audit | CPA | CFE | CAMS | MBA
Industry Financial Services
Experience
Credit Suisse September 2014 - Present
Credit Suisse March 2004 - August 2014
Credit Suisse April 1992 - February 2004
KPMG October 1986 - March 1992
Skills
Auditing, Capital Markets, Investment Banking, Internal Audit, Certified Fraud Examiner, Fixed Income, Banking, Anti Money Laundering, Financial Services, Derivatives, Equities, Corporate Finance, CPA, Series 7, Asset Management, Structured Finance, Equity Derivatives, Risk Management, Finance, Internal Controls
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, awarded diploma “With Distinction”
New York University - Leonard N. Stern School of Business
Bachelor of Science (BS), Accounting
Credit Suisse September 2014 - Present
Credit Suisse March 2004 - August 2014
Credit Suisse April 1992 - February 2004
KPMG October 1986 - March 1992
Skills
Auditing, Capital Markets, Investment Banking, Internal Audit, Certified Fraud Examiner, Fixed Income, Banking, Anti Money Laundering, Financial Services, Derivatives, Equities, Corporate Finance, CPA, Series 7, Asset Management, Structured Finance, Equity Derivatives, Risk Management, Finance, Internal Controls
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, awarded diploma “With Distinction”
New York University - Leonard N. Stern School of Business
Bachelor of Science (BS), Accounting
Nipunee Dayananda, MBA Nipunee Dayananda, MBA's Credit Suisse Experience May 2015 - Present
Job Credit Suisse
Industry Venture Capital & Private Equity
Experience
Credit Suisse May 2015 - Present
Lindsay Goldberg October 2013 - April 2015
KPMG LLP October 2010 - October 2013
KPMG October 2009 - June 2010
Skills
Financial Reporting, SEC filings, US GAAP, Auditing, GAAP, Investments, Financial Accounting, Financial Services, Equities, Accounting, External Audit, Sarbanes-Oxley Act, Tax Accounting, Account Reconciliation, CPA, Internal Controls, Financial Analysis, Private Equity, Valuation, Fund Of Funds, Microsoft Excel, Due Diligence, Finance, Financial Modeling
Education
Pace University 2005 — 2009
BBA/MBA, Public Accounting
Credit Suisse May 2015 - Present
Lindsay Goldberg October 2013 - April 2015
KPMG LLP October 2010 - October 2013
KPMG October 2009 - June 2010
Skills
Financial Reporting, SEC filings, US GAAP, Auditing, GAAP, Investments, Financial Accounting, Financial Services, Equities, Accounting, External Audit, Sarbanes-Oxley Act, Tax Accounting, Account Reconciliation, CPA, Internal Controls, Financial Analysis, Private Equity, Valuation, Fund Of Funds, Microsoft Excel, Due Diligence, Finance, Financial Modeling
Education
Pace University 2005 — 2009
BBA/MBA, Public Accounting
Jayson Johnson Jayson Johnson's Credit Suisse Experience November 2004 - November 2011
Job FX Documentation Specialist: at Credit Suisse
Industry Banking
Experience
Alliance Bernstein (Consultant thru Core Staffing) September 2012 - May 2013
Credit Suisse November 2004 - November 2011
JPMorgan Chase November 2003 - November 2004
JPM Chase 2003 - 2004
Skills
MS Word, Excel,..., DTCC, Derivatives, Software Documentation, Account Reconciliation, Back Office, Banking, Bloomberg, Investment Banking, Loans, Credit Risk, Interest Rate..., Credit Derivatives, Equity Swaps, Trading, Financial Risk, Middle Office, PowerPoint
Education
Pace University
BBA, Finance
Pace University
Bachelor, Business Administration
Alliance Bernstein (Consultant thru Core Staffing) September 2012 - May 2013
Credit Suisse November 2004 - November 2011
JPMorgan Chase November 2003 - November 2004
JPM Chase 2003 - 2004
Skills
MS Word, Excel,..., DTCC, Derivatives, Software Documentation, Account Reconciliation, Back Office, Banking, Bloomberg, Investment Banking, Loans, Credit Risk, Interest Rate..., Credit Derivatives, Equity Swaps, Trading, Financial Risk, Middle Office, PowerPoint
Education
Pace University
BBA, Finance
Pace University
Bachelor, Business Administration
Alex Rabaev Alex Rabaev's Credit Suisse Experience August 2007 - September 2011
Job Goldman Sachs Vice President
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
RBC Capital Markets September 2011 - April 2015
Credit Suisse August 2007 - September 2011
Bear Stearns May 2006 - August 2007
Morgan Stanley 2000 - 2006
Salomon Smith Barney(A member of Citigroup) June 1999 - May 2000
Federal Reserve Bank of New York October 1997 - May 1999
Skills
Derivatives, Swaps, Credit Derivatives, Equities, Equity Derivatives, Fixed Income, Prime Brokerage, Structured Products, Middle Office, Hedge Funds, Capital Markets, Interest Rate..., Investment Banking, ISDA, Client Services, Bloomberg, Options, FX Options
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration, Finance
Goldman Sachs June 2015 - Present
RBC Capital Markets September 2011 - April 2015
Credit Suisse August 2007 - September 2011
Bear Stearns May 2006 - August 2007
Morgan Stanley 2000 - 2006
Salomon Smith Barney(A member of Citigroup) June 1999 - May 2000
Federal Reserve Bank of New York October 1997 - May 1999
Skills
Derivatives, Swaps, Credit Derivatives, Equities, Equity Derivatives, Fixed Income, Prime Brokerage, Structured Products, Middle Office, Hedge Funds, Capital Markets, Interest Rate..., Investment Banking, ISDA, Client Services, Bloomberg, Options, FX Options
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration, Finance
Tom Quinn, PMP Tom Quinn, PMP's Credit Suisse Experience 2003 - 2004
Job Senior Project Manager and Cross Functional Team Leader
Industry Information Technology and Services
Experience
Municipal Parking Services 2014 - Present
Citi Group 2011 - 2013
Royal Bank of Canada Capital Markets 2006 - 2010
Bank of America Securities 2004 - 2005
Credit Suisse 2003 - 2004
NASDAQ 1999 - 2003
Securities Industry Automation Corporation 1986 - 1999
Skills
Program Management, PMO, PMP, Cross-functional Team..., Financial Services, Management, Project Governance, Project Delivery, Project Portfolio..., Financial Markets, Electronic Trading, Strategy, Executive Reporting, Business Strategy, Project Management, Executive Management, Collaboration, Mentoring, Communication, Change Management
Education
Pace University - Lubin School of Business
MBA, Accounting
University of Rhode Island
BSc, Economics
Municipal Parking Services 2014 - Present
Citi Group 2011 - 2013
Royal Bank of Canada Capital Markets 2006 - 2010
Bank of America Securities 2004 - 2005
Credit Suisse 2003 - 2004
NASDAQ 1999 - 2003
Securities Industry Automation Corporation 1986 - 1999
Skills
Program Management, PMO, PMP, Cross-functional Team..., Financial Services, Management, Project Governance, Project Delivery, Project Portfolio..., Financial Markets, Electronic Trading, Strategy, Executive Reporting, Business Strategy, Project Management, Executive Management, Collaboration, Mentoring, Communication, Change Management
Education
Pace University - Lubin School of Business
MBA, Accounting
University of Rhode Island
BSc, Economics
Anna Bourtman Anna Bourtman's Credit Suisse Experience March 2011 - December 2012
Job Senior Financial Analyst at MetLife
Industry Financial Services
Experience
MetLife April 2013 - Present
Credit Suisse March 2011 - December 2012
The Bank of New York June 2007 - March 2011
Merrill Lynch June 2005 - June 2007
The Bank of New York - Corporate Trust June 2001 - May 2005
Philip Morris Management Corp February 2000 - June 2001
Skills
Banking, Investment Banking, Portfolio Management, Corporate Finance, Loans, Structured Finance, Investments, Securities, Financial Risk, Bonds, Mortgage Lending, Securitization, Trading, Fixed Income, Cash Management, Analysis, ABS, Capital Markets, Derivatives, Residential Mortgages, Finance, Financial Services, Equities, Bloomberg, Funding, Structured Products, Relationship Management, MBS, Mutual Funds
Education
Pace University - Lubin School of Business 1997 — 2001
BBA, Finance
Murrow High School 1993 — 1997
MetLife April 2013 - Present
Credit Suisse March 2011 - December 2012
The Bank of New York June 2007 - March 2011
Merrill Lynch June 2005 - June 2007
The Bank of New York - Corporate Trust June 2001 - May 2005
Philip Morris Management Corp February 2000 - June 2001
Skills
Banking, Investment Banking, Portfolio Management, Corporate Finance, Loans, Structured Finance, Investments, Securities, Financial Risk, Bonds, Mortgage Lending, Securitization, Trading, Fixed Income, Cash Management, Analysis, ABS, Capital Markets, Derivatives, Residential Mortgages, Finance, Financial Services, Equities, Bloomberg, Funding, Structured Products, Relationship Management, MBS, Mutual Funds
Education
Pace University - Lubin School of Business 1997 — 2001
BBA, Finance
Murrow High School 1993 — 1997
Tim Molloy Tim Molloy's Credit Suisse Experience June 2007 - June 2010
Job McLagan
Industry Human Resources
Experience
McLagan November 2013 - Present
Consumer Reports September 2013 - November 2013
Sikorsky Aircraft October 2010 - July 2013
Credit Suisse June 2007 - June 2010
Morgan Stanley June 2004 - September 2007
Skills
Executive Compensation, Compensation, Benefits Administration, HRIS, Benefits, Employee Benefits, Deferred Compensation, Executive Pay
Education
Pace University
BA, Human Resources
McLagan November 2013 - Present
Consumer Reports September 2013 - November 2013
Sikorsky Aircraft October 2010 - July 2013
Credit Suisse June 2007 - June 2010
Morgan Stanley June 2004 - September 2007
Skills
Executive Compensation, Compensation, Benefits Administration, HRIS, Benefits, Employee Benefits, Deferred Compensation, Executive Pay
Education
Pace University
BA, Human Resources
Nancy Kearney's Credit Suisse Experience November 2011 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Credit Suisse November 2011 - Present
Royal Bank of Scotland 2008 - December 2011
UBS 2006 - 2008
Countrywide Bank 2005 - 2006
Consultant 2003 - 2005
GE Capital 1997 - 2003
Skills
Operational Risk, Risk Management, Credit Risk, Market Risk, Portfolio Management, Fixed Income, Credit Analysis, Financial Risk, Strategy, Financial Services, Credit, Due Diligence, Management, Derivatives
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance & International Management
Pace University - Lubin School of Business 1985 — 1988
BBA, Management Information Systems
Morgan Stanley July 2014 - Present
Credit Suisse November 2011 - Present
Royal Bank of Scotland 2008 - December 2011
UBS 2006 - 2008
Countrywide Bank 2005 - 2006
Consultant 2003 - 2005
GE Capital 1997 - 2003
Skills
Operational Risk, Risk Management, Credit Risk, Market Risk, Portfolio Management, Fixed Income, Credit Analysis, Financial Risk, Strategy, Financial Services, Credit, Due Diligence, Management, Derivatives
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance & International Management
Pace University - Lubin School of Business 1985 — 1988
BBA, Management Information Systems
Jed Justiniani Jed Justiniani's Credit Suisse Experience January 2003 - May 2005
Job TBD
Industry Hospital & Health Care
Experience
Crate & Barrel November 2010 - February 2011
UBS November 2008 - July 2009
Pret A Manger September 2007 - November 2008
JPMorgan Chase July 2006 - October 2006
Credit Suisse January 2003 - May 2005
Skills
Fixed Income, Finance, Banking, Clinical Chemistry..., Microbiology, Phlebotomy, Gram stain, Options, Commodity, Account Reconciliation, FX Options, Portfolio Management, Financial Accounting, Bloomberg, Investment Banking, Financial Risk, Accounting, Trading, Gram Staining
Education
CUNY Bronx Community College 2012 — 2014
Medical Laboratory Technology, Clinical Laboratory Science/Medical Technology/Technologist, 3.32
Pace University 1996 — 2000
Bachelors Business Administration, Finance
Crate & Barrel November 2010 - February 2011
UBS November 2008 - July 2009
Pret A Manger September 2007 - November 2008
JPMorgan Chase July 2006 - October 2006
Credit Suisse January 2003 - May 2005
Skills
Fixed Income, Finance, Banking, Clinical Chemistry..., Microbiology, Phlebotomy, Gram stain, Options, Commodity, Account Reconciliation, FX Options, Portfolio Management, Financial Accounting, Bloomberg, Investment Banking, Financial Risk, Accounting, Trading, Gram Staining
Education
CUNY Bronx Community College 2012 — 2014
Medical Laboratory Technology, Clinical Laboratory Science/Medical Technology/Technologist, 3.32
Pace University 1996 — 2000
Bachelors Business Administration, Finance
Anthony J Young, CPA/CGMA Anthony J Young, CPA/CGMA's Credit Suisse Experience April 2012 - February 2013
Job Staff Accountant, Office of Compliance Inspections and Examinations at US Securities and Exchange Commission
Industry Accounting
Experience
US Securities and Exchange Commission February 2013 - Present
Credit Suisse April 2012 - February 2013
BNP Paribas January 2012 - April 2012
MF Global February 2009 - November 2011
MF Global Inc. March 2006 - February 2009
Deloitte & Touche, LLP September 2003 - February 2006
MF Global February 2001 - August 2002
Merrill Lynch May 2000 - February 2001
Skills
Commodities, Accounting, Energy, Derivatives, Financial Reporting, Options, Financial Analysis, Trading, Capital Markets, SOX, Internal Controls, Financial Markets, Corporate Finance, Audit, Financial Accounting, Auditing, Commodity, SEC filings, Valuation, Equities, Budgets, Financial Risk, Sarbanes-Oxley Act, Financial Modeling, Process Improvement, Private Equity, Risk Management, Finance, Due Diligence, Hedge Funds, Bloomberg, Financial Services, Futures, Hedging, Strategy, Fixed Income, Cash Flow, Asset Management, Alternative Investments, FX Options, Investment Banking, Securities, Cash Management, Bonds, Middle Office, Portfolio Management, Investments, SEC Filings
Education
Pace University - Lubin School of Business 1999 — 2003
BBA
US Securities and Exchange Commission February 2013 - Present
Credit Suisse April 2012 - February 2013
BNP Paribas January 2012 - April 2012
MF Global February 2009 - November 2011
MF Global Inc. March 2006 - February 2009
Deloitte & Touche, LLP September 2003 - February 2006
MF Global February 2001 - August 2002
Merrill Lynch May 2000 - February 2001
Skills
Commodities, Accounting, Energy, Derivatives, Financial Reporting, Options, Financial Analysis, Trading, Capital Markets, SOX, Internal Controls, Financial Markets, Corporate Finance, Audit, Financial Accounting, Auditing, Commodity, SEC filings, Valuation, Equities, Budgets, Financial Risk, Sarbanes-Oxley Act, Financial Modeling, Process Improvement, Private Equity, Risk Management, Finance, Due Diligence, Hedge Funds, Bloomberg, Financial Services, Futures, Hedging, Strategy, Fixed Income, Cash Flow, Asset Management, Alternative Investments, FX Options, Investment Banking, Securities, Cash Management, Bonds, Middle Office, Portfolio Management, Investments, SEC Filings
Education
Pace University - Lubin School of Business 1999 — 2003
BBA
Jim Shashaty's Credit Suisse Experience 1998 - 2009
Job Sr. System Analyst at UnitedHealth Group
Industry Information Technology and Services
Experience
Contech Systems Inc. August 2009 - May 2011
Contech Systems Inc. 2009 - 2010
Credit Suisse / First Boston August 1998 - February 2009
Credit Suisse 1998 - 2009
SEER Technologies - NC/NY 1994 - 1998
AT&T 1986 - 1994
IMI 1984 - 1986
CBS Records 1979 - 1982
New York Life February 1977 - March 1979
Skills
Billing Systems, SDLC, DB2, CICS, VSAM, Mainframe, Business Analysis, Sybase, JCL, Fileaid, Data Warehousing, COBOL, Performance Tuning, Disaster Recovery, Relational Databases, TSO, Data Migration, Requirements Analysis, Software Development, User Acceptance Testing, Software Project..., Data Modeling, Databases, Business Requirements, Requirements Gathering, Visio, Integration, IBM Mainframe, PMP, SQL, Unix, Project Portfolio..., Systems Analysis, Database Design, MVS, PMO, Quality Center, IT Strategy, SharePoint, PL/SQL, Testing, IT Management, Investment Banking, Strategy, Release Management
Education
Pace University - Lubin School of Business 1970 — 1975
BBA
Xaverian HS 1966 — 1970
Contech Systems Inc. August 2009 - May 2011
Contech Systems Inc. 2009 - 2010
Credit Suisse / First Boston August 1998 - February 2009
Credit Suisse 1998 - 2009
SEER Technologies - NC/NY 1994 - 1998
AT&T 1986 - 1994
IMI 1984 - 1986
CBS Records 1979 - 1982
New York Life February 1977 - March 1979
Skills
Billing Systems, SDLC, DB2, CICS, VSAM, Mainframe, Business Analysis, Sybase, JCL, Fileaid, Data Warehousing, COBOL, Performance Tuning, Disaster Recovery, Relational Databases, TSO, Data Migration, Requirements Analysis, Software Development, User Acceptance Testing, Software Project..., Data Modeling, Databases, Business Requirements, Requirements Gathering, Visio, Integration, IBM Mainframe, PMP, SQL, Unix, Project Portfolio..., Systems Analysis, Database Design, MVS, PMO, Quality Center, IT Strategy, SharePoint, PL/SQL, Testing, IT Management, Investment Banking, Strategy, Release Management
Education
Pace University - Lubin School of Business 1970 — 1975
BBA
Xaverian HS 1966 — 1970
John Yup's Credit Suisse Experience May 2011 - November 2012
Job JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2012 - Present
Credit Suisse May 2011 - November 2012
Pride Technologies June 2010 - April 2011
Pride Technologies January 2010 - June 2010
BNY Mellon April 2002 - October 2009
JPMorgan Chase November 1996 - March 2002
The Bank of New York August 1994 - October 1996
Skills
SMTP, Sendmail, Unix, Disaster Recovery, Symantec Cloud, DLP, RFC5321, DMARC, SPF, DKIM, Servers, Technical Support, Infrastructure, Blackberry Enterprise..., IT Strategy, Networking, Lotus Notes, ITIL, Vendor Management, IT Management, Databases, Data Center, SDLC, Enterprise Architecture, System Deployment, Integration, IT Service Management, Virtualization, Mobile Devices, Active Directory, Microsoft Exchange, Cloud Computing, VMware, Security, Business Continuity, Windows Server, DNS, Citrix, System Administration, Network Security, Service Delivery, Information Security, Operating Systems, SharePoint, VMware ESX, Visio, SAN, Storage, Troubleshooting
Education
Pace University
BA, Management Information Systems
JPMorgan Chase November 2012 - Present
Credit Suisse May 2011 - November 2012
Pride Technologies June 2010 - April 2011
Pride Technologies January 2010 - June 2010
BNY Mellon April 2002 - October 2009
JPMorgan Chase November 1996 - March 2002
The Bank of New York August 1994 - October 1996
Skills
SMTP, Sendmail, Unix, Disaster Recovery, Symantec Cloud, DLP, RFC5321, DMARC, SPF, DKIM, Servers, Technical Support, Infrastructure, Blackberry Enterprise..., IT Strategy, Networking, Lotus Notes, ITIL, Vendor Management, IT Management, Databases, Data Center, SDLC, Enterprise Architecture, System Deployment, Integration, IT Service Management, Virtualization, Mobile Devices, Active Directory, Microsoft Exchange, Cloud Computing, VMware, Security, Business Continuity, Windows Server, DNS, Citrix, System Administration, Network Security, Service Delivery, Information Security, Operating Systems, SharePoint, VMware ESX, Visio, SAN, Storage, Troubleshooting
Education
Pace University
BA, Management Information Systems
Paul Beim's Credit Suisse Experience 2005 - 2007
Job Head of Operational Assurance at London Stock Exchange Group
Industry Financial Services
Experience
London Stock Exchange Group 2014 - Present
RBS Global Banking & Markets 2011 - Present
PricewaterhouseCoopers 2008 - 2011
American Stock Exchange January 2007 - July 2008
Credit Suisse 2005 - 2007
Instinet Group 1999 - 2005
Skills
Business Continuity, Crisis Management, Disaster Recovery, Risk Management, Operational Risk..., Business Continuity..., Physical Security, IT Audit, Management, Operational Risk, Governance, Enterprise Risk..., Risk Assessment, Financial Risk, Program Management, Information Security..., Commercial Insurance
Education
Pace University
MBA
University at Albany, SUNY
BS
London Stock Exchange Group 2014 - Present
RBS Global Banking & Markets 2011 - Present
PricewaterhouseCoopers 2008 - 2011
American Stock Exchange January 2007 - July 2008
Credit Suisse 2005 - 2007
Instinet Group 1999 - 2005
Skills
Business Continuity, Crisis Management, Disaster Recovery, Risk Management, Operational Risk..., Business Continuity..., Physical Security, IT Audit, Management, Operational Risk, Governance, Enterprise Risk..., Risk Assessment, Financial Risk, Program Management, Information Security..., Commercial Insurance
Education
Pace University
MBA
University at Albany, SUNY
BS
Theodore Kontopoulos's Credit Suisse Experience November 1996 - December 2006
Job VP at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase January 2007 - Present
Credit Suisse November 1996 - December 2006
Bankers Trust March 1990 - August 1996
Education
Pace University 1988 — 1990
MS, Computer Science
SUNY 1984 — 1988
BS, Computer science
JPMorgan Chase January 2007 - Present
Credit Suisse November 1996 - December 2006
Bankers Trust March 1990 - August 1996
Education
Pace University 1988 — 1990
MS, Computer Science
SUNY 1984 — 1988
BS, Computer science
Paul G. Nasser, PMP, CSM's Credit Suisse Experience July 2008 - October 2008
Job I/T Director / Program Manager
Industry Information Technology and Services
Experience
Aetna May 2012 - Present
Proficiencies & Tools 2012 - Present
Key Recent Accomplishments 2012 - 2014
Morgan Stanley November 2008 - April 2012
Credit Suisse July 2008 - October 2008
JPMorgan Chase April 2005 - June 2008
MetLife August 2000 - April 2005
Various contracts July 1993 - July 2000
Federal Reserve Bank of NY; JPMorgan Chase; Continental Insurance (CNA) 1982 - 1993
Skills
PMO, Risk Management, Banking, Vendor Management, Investment Banking, SDLC, Offshoring, Business Analysis, Data Warehousing, Project Management, Financial Risk, Microsoft Excel, PowerPoint, MS Project, Testing, Visio, Requirements Analysis, Program Management, PMP, Release Management, Software Project..., User Acceptance Testing, Business Process..., Cost Benefit, Software Development, Quality Management, Change Management, Configuration Management, Case Tools, Data Modeling, Issue Management, SharePoint, Information Security..., UAT coordination, Technology Integration, Presentations, Disaster Recovery, Business Continuity, Information Security, Management, IT Strategy, Agile Project Management, Business Requirements, Resource Management, Business Intelligence, Requirements Gathering, Agile Methodologies, Project Portfolio..., Agile / Scrum, SDL (Secure Development...
Education
Pace University
Bachelor's degree, Information Technology, Finance & Accounting
Aetna May 2012 - Present
Proficiencies & Tools 2012 - Present
Key Recent Accomplishments 2012 - 2014
Morgan Stanley November 2008 - April 2012
Credit Suisse July 2008 - October 2008
JPMorgan Chase April 2005 - June 2008
MetLife August 2000 - April 2005
Various contracts July 1993 - July 2000
Federal Reserve Bank of NY; JPMorgan Chase; Continental Insurance (CNA) 1982 - 1993
Skills
PMO, Risk Management, Banking, Vendor Management, Investment Banking, SDLC, Offshoring, Business Analysis, Data Warehousing, Project Management, Financial Risk, Microsoft Excel, PowerPoint, MS Project, Testing, Visio, Requirements Analysis, Program Management, PMP, Release Management, Software Project..., User Acceptance Testing, Business Process..., Cost Benefit, Software Development, Quality Management, Change Management, Configuration Management, Case Tools, Data Modeling, Issue Management, SharePoint, Information Security..., UAT coordination, Technology Integration, Presentations, Disaster Recovery, Business Continuity, Information Security, Management, IT Strategy, Agile Project Management, Business Requirements, Resource Management, Business Intelligence, Requirements Gathering, Agile Methodologies, Project Portfolio..., Agile / Scrum, SDL (Secure Development...
Education
Pace University
Bachelor's degree, Information Technology, Finance & Accounting
Lenny Lagdamen's Credit Suisse Experience June 2011 - October 2012
Job Incident Manager at Altisource
Industry Financial Services
Experience
SAZL Solutions February 2009 - Present
Altisource April 2014 - December 2014
Credit Suisse June 2011 - October 2012
Credit Suisse Asset Management January 2004 - December 2008
Deutsche Bank / Zurich Scudder Investments June 1999 - June 2002
As Prescribed Inc. May 1997 - May 1999
UBS August 1997 - October 1998
Skills
Market Data, Fixed Income, Asset Managment, Disaster Recovery, Hedge Funds, Technical Support, Asset Management, Equities, Bloomberg, Trading Systems, Business Analysis, Vendor Management, Electronic Trading, Derivatives, Investment Banking, Capital Markets, Portfolio Management, Financial Services
Education
Pace University 1990 — 1995
SAZL Solutions February 2009 - Present
Altisource April 2014 - December 2014
Credit Suisse June 2011 - October 2012
Credit Suisse Asset Management January 2004 - December 2008
Deutsche Bank / Zurich Scudder Investments June 1999 - June 2002
As Prescribed Inc. May 1997 - May 1999
UBS August 1997 - October 1998
Skills
Market Data, Fixed Income, Asset Managment, Disaster Recovery, Hedge Funds, Technical Support, Asset Management, Equities, Bloomberg, Trading Systems, Business Analysis, Vendor Management, Electronic Trading, Derivatives, Investment Banking, Capital Markets, Portfolio Management, Financial Services
Education
Pace University 1990 — 1995
Oleg Stoika's Credit Suisse Experience June 2009 - Present
Job Consultant at Credit Suisse
Industry Computer Software
Experience
Credit Suisse June 2009 - Present
Deutsche Bank December 2003 - May 2009
Education
Pace University
Credit Suisse June 2009 - Present
Deutsche Bank December 2003 - May 2009
Education
Pace University
Ellen Ho's Credit Suisse Experience December 2004 - June 2012
Job Senior Vice President at Citi Group
Industry Investment Banking
Experience
Citi June 2012 - Present
Credit Suisse December 2004 - June 2012
Deutsche Bank 2002 - 2006
Banker's Trust March 1996 - 1999
Skills
Project Management, Financial Risk, Business Continuity, PMO, Business Process..., Risk Management, Business Continuity..., Disaster Recovery, Operational Risk..., Operational Risk, Change Management, Security, Vendor Management, Business Analysis, Banking, Crisis Management, Governance, Internal Audit, SDLC, Project Portfolio..., Program Management, IT Strategy
Education
Pace University 1983 — 1987
BBA in General Accounting, Financial Accounting and Accounting Information System
Pace University
Bachelor's degree, Accounting and Computer Science
Citi June 2012 - Present
Credit Suisse December 2004 - June 2012
Deutsche Bank 2002 - 2006
Banker's Trust March 1996 - 1999
Skills
Project Management, Financial Risk, Business Continuity, PMO, Business Process..., Risk Management, Business Continuity..., Disaster Recovery, Operational Risk..., Operational Risk, Change Management, Security, Vendor Management, Business Analysis, Banking, Crisis Management, Governance, Internal Audit, SDLC, Project Portfolio..., Program Management, IT Strategy
Education
Pace University 1983 — 1987
BBA in General Accounting, Financial Accounting and Accounting Information System
Pace University
Bachelor's degree, Accounting and Computer Science
Vera Mayzel, CPA's Credit Suisse Experience September 1996 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 1996 - Present
Education
Pace University 1993 — 1996
Credit Suisse September 1996 - Present
Education
Pace University 1993 — 1996
Kevin Dolan's Credit Suisse Experience June 2001 - March 2007
Job Senior Business Analyst/Project Manager at Nomura Securities
Industry Financial Services
Experience
Nomura Securities April 2010 - Present
Barclays Capital April 2009 - April 2010
Merrill Lynch June 2008 - December 2008
Interwoven May 2007 - June 2008
Credit Suisse June 2001 - March 2007
Skills
Fixed Income, Prime Brokerage, Equities, Wealth Management, Derivatives, Trading Systems, Back Office
Education
Pace University - Lubin School of Business
MS, Business & Information Systems
Nomura Securities April 2010 - Present
Barclays Capital April 2009 - April 2010
Merrill Lynch June 2008 - December 2008
Interwoven May 2007 - June 2008
Credit Suisse June 2001 - March 2007
Skills
Fixed Income, Prime Brokerage, Equities, Wealth Management, Derivatives, Trading Systems, Back Office
Education
Pace University - Lubin School of Business
MS, Business & Information Systems
Yang Huan Zhao's Credit Suisse Experience June 2006 - Present
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2006 - Present
Education
Pace University 2002 — 2006
Credit Suisse June 2006 - Present
Education
Pace University 2002 — 2006
John Benzenberg's Credit Suisse Experience January 2006 - November 2007
Job Vice President at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon June 2013 - Present
BNY Mellon September 2012 - June 2013
BNY Mellon March 2008 - September 2012
Credit Suisse January 2006 - November 2007
Deutsche Bank December 2000 - December 2005
Deutsche Bank 2000 - 2005
Bankers Trust/Deutsche Bank 2000 - 2005
Prudential Assurance September 1997 - November 2000
UBS Investment Bank February 1987 - August 1997
Skills
Financial Analysis, Forecasting, Risk Management, Finance, Accounting, Analysis, Capital Markets, Budgets, Banking, Financial Risk, Fixed Income
Education
Pace University 1989 — 1993
MBA, Finance
BNY Mellon June 2013 - Present
BNY Mellon September 2012 - June 2013
BNY Mellon March 2008 - September 2012
Credit Suisse January 2006 - November 2007
Deutsche Bank December 2000 - December 2005
Deutsche Bank 2000 - 2005
Bankers Trust/Deutsche Bank 2000 - 2005
Prudential Assurance September 1997 - November 2000
UBS Investment Bank February 1987 - August 1997
Skills
Financial Analysis, Forecasting, Risk Management, Finance, Accounting, Analysis, Capital Markets, Budgets, Banking, Financial Risk, Fixed Income
Education
Pace University 1989 — 1993
MBA, Finance
Lisa Hamm-Viguera's Credit Suisse Experience 2000 - 2003
Job Senior IT Asset Manager
Industry Pharmaceuticals
Experience
Regeneron Pharmaceuticals 2012 - Present
UBS Investment Bank 2007 - 2012
Sidley Austin 2003 - 2006
Credit Suisse 2000 - 2003
White & Case 1999 - 2000
Skills
ITIL, Windows 7, Active Directory, Vendor Management, XP, Asset Managment, SharePoint, Remedy Software, IT Service Management, Management, Technical Support, Leadership, Asset Management, Windows, Help Desk Support, IT Management, Troubleshooting, BMC Remedy, Disaster Recovery, Information Technology, Microsoft Exchange, Networking, Software Documentation, System Deployment, Windows XP
Education
Pace University 1993 — 1998
BS, Computer Science Information Systems
Regeneron Pharmaceuticals 2012 - Present
UBS Investment Bank 2007 - 2012
Sidley Austin 2003 - 2006
Credit Suisse 2000 - 2003
White & Case 1999 - 2000
Skills
ITIL, Windows 7, Active Directory, Vendor Management, XP, Asset Managment, SharePoint, Remedy Software, IT Service Management, Management, Technical Support, Leadership, Asset Management, Windows, Help Desk Support, IT Management, Troubleshooting, BMC Remedy, Disaster Recovery, Information Technology, Microsoft Exchange, Networking, Software Documentation, System Deployment, Windows XP
Education
Pace University 1993 — 1998
BS, Computer Science Information Systems
Lisa Samuel Hamilton, PMP's Credit Suisse Experience June 2006 - September 2007
Job Enterprise Program Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae July 2014 - Present
Fannie Mae February 2010 - July 2014
UBS January 2009 - April 2009
Credit Suisse June 2006 - September 2007
Citigroup 2001 - 2006
Citigroup 1999 - 2001
Citi Smith Barney 1996 - 1999
Skills
Leadership, Strategic Planning, Management, Project Management, Customer Service, Project Planning, Philanthropy, Risk Management, Finance, Financial Analysis, Corporate Actions, Securities, Portfolio Management, Business Analysis, Banking, Equities, Series 7, Time Management, Relationship Management, Customer Relations, Problem Solving, Financial Services
Education
Pace University - Lubin School of Business 1992 — 1996
BS
Avtech Institute of Technology
Certificate
State College
Fannie Mae July 2014 - Present
Fannie Mae February 2010 - July 2014
UBS January 2009 - April 2009
Credit Suisse June 2006 - September 2007
Citigroup 2001 - 2006
Citigroup 1999 - 2001
Citi Smith Barney 1996 - 1999
Skills
Leadership, Strategic Planning, Management, Project Management, Customer Service, Project Planning, Philanthropy, Risk Management, Finance, Financial Analysis, Corporate Actions, Securities, Portfolio Management, Business Analysis, Banking, Equities, Series 7, Time Management, Relationship Management, Customer Relations, Problem Solving, Financial Services
Education
Pace University - Lubin School of Business 1992 — 1996
BS
Avtech Institute of Technology
Certificate
State College
Elizabeth DiChiaro's Credit Suisse Experience October 2000 - August 2005
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo August 2005 - Present
Credit Suisse October 2000 - August 2005
Donaldson, Lufkin & Jenrette August 1989 - September 2000
Education
Pace University - Lubin School of Business 1985 — 1989
Wells Fargo August 2005 - Present
Credit Suisse October 2000 - August 2005
Donaldson, Lufkin & Jenrette August 1989 - September 2000
Education
Pace University - Lubin School of Business 1985 — 1989
Jeff Todaro's Credit Suisse Experience January 2000 - June 2007
Job VP at Citi Prime Finance Client Service/Geneva
Industry Financial Services
Experience
Citi October 2012 - Present
Citi Prime Finance Client Service/ Geneva June 2007 - October 2013
Credit Suisse January 2000 - June 2007
Pershing May 1999 - January 2000
Salomon Smith Barney, February 1998 - May 1999
Skills
Performance Reporting, Bloomberg, Prime Brokerage, Series 7, Client Service, Account Reconciliation, Microsoft Office, Advent, Financial Reporting, Fund Accounting, Financial Services, Client Services, FX Options, Middle Office, Portfolio Management, Trading
Education
Pace University 1992 — 1997
BS, Finance, General
Pace University-Pleasantville/Briarcliff Campus 1992 — 1997
BBA finance, Finance
Citi October 2012 - Present
Citi Prime Finance Client Service/ Geneva June 2007 - October 2013
Credit Suisse January 2000 - June 2007
Pershing May 1999 - January 2000
Salomon Smith Barney, February 1998 - May 1999
Skills
Performance Reporting, Bloomberg, Prime Brokerage, Series 7, Client Service, Account Reconciliation, Microsoft Office, Advent, Financial Reporting, Fund Accounting, Financial Services, Client Services, FX Options, Middle Office, Portfolio Management, Trading
Education
Pace University 1992 — 1997
BS, Finance, General
Pace University-Pleasantville/Briarcliff Campus 1992 — 1997
BBA finance, Finance
Michael Castiglia's Credit Suisse Experience October 2000 - Present
Job VP MBS Securities Middle Office at Credit Suisse
Industry Banking
Experience
Credit Suisse October 2000 - Present
Credit Suisse September 1984 - Present
Credit Suisse Securities (USA), LLC 1984 - Present
DLJ CSFB 1984 - Present
Credit Suisse First Boston 1984 - Present
DLJ 1984 - 2001
Donaldson, Lufkin & Jenrette 1984 - 2000
Skills
Middle Office, MBS, Investment Banking, Hedge Funds, Capital Markets, Securities, Equities, Fixed Income, Derivatives, Portfolio Management, Bloomberg, Structured Products
Education
Pace University 1978 — 1981
Credit Suisse October 2000 - Present
Credit Suisse September 1984 - Present
Credit Suisse Securities (USA), LLC 1984 - Present
DLJ CSFB 1984 - Present
Credit Suisse First Boston 1984 - Present
DLJ 1984 - 2001
Donaldson, Lufkin & Jenrette 1984 - 2000
Skills
Middle Office, MBS, Investment Banking, Hedge Funds, Capital Markets, Securities, Equities, Fixed Income, Derivatives, Portfolio Management, Bloomberg, Structured Products
Education
Pace University 1978 — 1981
Bill Gilroy's Credit Suisse Experience 2004 - 2008
Job Senior Level Operational Risk Management Professional Looking for New Opportunities
Industry Financial Services
Experience
Point Management Group August 2013 - June 2014
Madison Consulting Group July 2013 - August 2013
Pride Technologies September 2012 - November 2012
Societe Generale 2010 - 2011
NYSE 2008 - 2010
Credit Suisse 2004 - 2008
Morgan Stanley 1986 - 2004
Skills
Operational Risk, Risk Metrics, Risk Assessment, Policies and Procedures, Basel II, Enterprise Risk..., Investment Banking, Financial Risk, Banking, Derivatives, Fixed Income, Equities, Operational Risk..., Risk Management, Financial Services, Process Improvement, Capital Markets, Internal Controls, AML, Finance, Internal Audit, @Risk
Education
Pace University - Lubin School of Business 1982 — 1984
MS, Investment Management
Pace University - Lubin School of Business 1977 — 1981
BBA, Marketing
Point Management Group August 2013 - June 2014
Madison Consulting Group July 2013 - August 2013
Pride Technologies September 2012 - November 2012
Societe Generale 2010 - 2011
NYSE 2008 - 2010
Credit Suisse 2004 - 2008
Morgan Stanley 1986 - 2004
Skills
Operational Risk, Risk Metrics, Risk Assessment, Policies and Procedures, Basel II, Enterprise Risk..., Investment Banking, Financial Risk, Banking, Derivatives, Fixed Income, Equities, Operational Risk..., Risk Management, Financial Services, Process Improvement, Capital Markets, Internal Controls, AML, Finance, Internal Audit, @Risk
Education
Pace University - Lubin School of Business 1982 — 1984
MS, Investment Management
Pace University - Lubin School of Business 1977 — 1981
BBA, Marketing
Lawrence Miano's Credit Suisse Experience October 2013 - January 2015
Job Vice President, Senior Project Manager, Global Project Delivery across Custody & Fund Services
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
Credit Suisse October 2013 - January 2015
J.P. Morgan January 2011 - October 2013
Shumway Capital January 2010 - February 2011
AQR Capital Management November 2006 - November 2008
Amaranth Advisors LLC 2006 - 2006
Premcor 2004 - 2005
DKR Capital 2003 - 2004
AIG International Asset Management 1997 - 1999
Skills
Derivatives, Equities, Hedge Funds, FX Options, Trading, Portfolio Management, Prime Brokerage, Settlement, Swaps, Fixed Income, Investments, Trading Systems, Corporate Actions, Equity Derivatives, Mutual Funds, Project Management, Bloomberg
Education
Pace University 1992 — 1997
BBA, Accounting, Computer Science
South Kent School
J.P. Morgan January 2015 - Present
Credit Suisse October 2013 - January 2015
J.P. Morgan January 2011 - October 2013
Shumway Capital January 2010 - February 2011
AQR Capital Management November 2006 - November 2008
Amaranth Advisors LLC 2006 - 2006
Premcor 2004 - 2005
DKR Capital 2003 - 2004
AIG International Asset Management 1997 - 1999
Skills
Derivatives, Equities, Hedge Funds, FX Options, Trading, Portfolio Management, Prime Brokerage, Settlement, Swaps, Fixed Income, Investments, Trading Systems, Corporate Actions, Equity Derivatives, Mutual Funds, Project Management, Bloomberg
Education
Pace University 1992 — 1997
BBA, Accounting, Computer Science
South Kent School
Frank Bianco's Credit Suisse Experience November 2003 - June 2004
Job Retired
Industry Financial Services
Experience
None at present April 2015 - Present
Morgan Stanley April 1980 - Present
Credit Suisse November 2003 - June 2004
Education
Pace University - Lubin School of Business 1979 — 1981
Master of Business Administration (MBA), Finance, General
Villanova University 1974 — 1978
Bachelor's Degree, Accounting
None at present April 2015 - Present
Morgan Stanley April 1980 - Present
Credit Suisse November 2003 - June 2004
Education
Pace University - Lubin School of Business 1979 — 1981
Master of Business Administration (MBA), Finance, General
Villanova University 1974 — 1978
Bachelor's Degree, Accounting
Henry Cronk's Credit Suisse Experience August 2007 - Present
Job Counsel at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2007 - Present
Opteum Financial Services 2006 - 2007
Henry H. Cronk, Attorney At Law 2001 - 2006
Cityscape Corp. 1996 - 1999
Skills
ISDA Master Agreements, Repurchase Agreements, Derivatives, Swaps, Repos, Hedge Funds, Hedging, Credit, Financial Institutions, MSFTA, Cross-border...
Education
Pace University School of Law 1988 — 1992
JD, Law
Pace University 1986 — 1992
Bachelor's, Business Administration/Marketing
Credit Suisse August 2007 - Present
Opteum Financial Services 2006 - 2007
Henry H. Cronk, Attorney At Law 2001 - 2006
Cityscape Corp. 1996 - 1999
Skills
ISDA Master Agreements, Repurchase Agreements, Derivatives, Swaps, Repos, Hedge Funds, Hedging, Credit, Financial Institutions, MSFTA, Cross-border...
Education
Pace University School of Law 1988 — 1992
JD, Law
Pace University 1986 — 1992
Bachelor's, Business Administration/Marketing
William Mercado's Credit Suisse Experience 2000 - 2001
Job Financial Systems Architect
Industry Financial Services
Experience
Rebar Systems, LLC September 2011 - Present
UBS June 2009 - September 2011
JP Morgan May 2008 - April 2009
Bear Stearns April 2001 - May 2008
Credit Suisse 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Johnson & Higgins 1991 - 1997
MetLife 1986 - 1993
Education
Pace University
Bachelor of Arts, Computer Science
Rebar Systems, LLC September 2011 - Present
UBS June 2009 - September 2011
JP Morgan May 2008 - April 2009
Bear Stearns April 2001 - May 2008
Credit Suisse 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Johnson & Higgins 1991 - 1997
MetLife 1986 - 1993
Education
Pace University
Bachelor of Arts, Computer Science
Gary Stuto's Credit Suisse Experience January 1998 - August 2012
Job Senior Consultant at Advanced Care Physicians
Industry Human Resources
Experience
Advanced Care Physicians December 2013 - Present
Prudential Financial April 2013 - November 2013
InventivHealth April 2012 - August 2012
Credit Suisse January 1998 - August 2012
Oracle January 1997 - January 1998
EMI-Capitol Music Group North America January 1993 - January 1997
Chemical Banking Corporation January 1981 - January 1993
Skills
Human Resources, HR Transformation, Payroll, HRIS, PeopleSoft, Vendor Management, Change Management, Performance Management, Personnel Management, Employee Benefits, Recruiting, Outsourcing, ERP, Sourcing, Management, Talent Management, Project Management, ADP Payroll, Process Improvement, Business Process..., Leadership, Management Consulting, Business Process, Deferred Compensation, Employee Engagement, Talent Acquisition, Succession Planning, Budgets, Onboarding, Finance, Mergers & Acquisitions, Consulting, Employee Relations, HR Consulting, Organizational..., Organizational Design, Strategic Planning
Education
Pace University 1988 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Pace University 1983 — 1988
Business Communications, Finance, Business Management
Advanced Care Physicians December 2013 - Present
Prudential Financial April 2013 - November 2013
InventivHealth April 2012 - August 2012
Credit Suisse January 1998 - August 2012
Oracle January 1997 - January 1998
EMI-Capitol Music Group North America January 1993 - January 1997
Chemical Banking Corporation January 1981 - January 1993
Skills
Human Resources, HR Transformation, Payroll, HRIS, PeopleSoft, Vendor Management, Change Management, Performance Management, Personnel Management, Employee Benefits, Recruiting, Outsourcing, ERP, Sourcing, Management, Talent Management, Project Management, ADP Payroll, Process Improvement, Business Process..., Leadership, Management Consulting, Business Process, Deferred Compensation, Employee Engagement, Talent Acquisition, Succession Planning, Budgets, Onboarding, Finance, Mergers & Acquisitions, Consulting, Employee Relations, HR Consulting, Organizational..., Organizational Design, Strategic Planning
Education
Pace University 1988 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Pace University 1983 — 1988
Business Communications, Finance, Business Management
Heena Koya's Credit Suisse Experience August 2007 - October 2010
Job Internal Audit Manager at Twitter
Industry Financial Services
Experience
Twitter July 2015 - Present
First Republic Bank July 2014 - July 2015
Apollo Global Management LLC May 2013 - May 2014
Goldman Sachs November 2010 - May 2013
Credit Suisse August 2007 - October 2010
Grant Thornton August 2005 - March 2007
Skills
Internal Audit, Valuation, Sarbanes-Oxley Act, Auditing, Private Equity, US GAAP, SEC filings, Internal Controls, Due Diligence, Corporate Finance, Financial Analysis, SEC Filings, Management, Asset Management, Risk Management, Finance
Education
Pace University - Lubin School of Business 2003 — 2005
Bachelor in Business Administration, Concentration in Accounting
Twitter July 2015 - Present
First Republic Bank July 2014 - July 2015
Apollo Global Management LLC May 2013 - May 2014
Goldman Sachs November 2010 - May 2013
Credit Suisse August 2007 - October 2010
Grant Thornton August 2005 - March 2007
Skills
Internal Audit, Valuation, Sarbanes-Oxley Act, Auditing, Private Equity, US GAAP, SEC filings, Internal Controls, Due Diligence, Corporate Finance, Financial Analysis, SEC Filings, Management, Asset Management, Risk Management, Finance
Education
Pace University - Lubin School of Business 2003 — 2005
Bachelor in Business Administration, Concentration in Accounting
Joe Luca's Credit Suisse Experience October 2000 - April 2007
Job Chief Financial Officer
Industry Financial Services
Experience
Miura Global Management, LLC July 2008 - Present
Citi April 2007 - July 2008
Credit Suisse October 2000 - April 2007
Goldstein Golub Kessler LLP January 1997 - October 2000
Salibello & Broder LLP 1996 - 1997
Skills
Alternative Investments, Fixed Income, Derivatives, Equities, Hedge Funds
Education
Pace University 1989 — 1993
BBA, Public Accounting
Miura Global Management, LLC July 2008 - Present
Citi April 2007 - July 2008
Credit Suisse October 2000 - April 2007
Goldstein Golub Kessler LLP January 1997 - October 2000
Salibello & Broder LLP 1996 - 1997
Skills
Alternative Investments, Fixed Income, Derivatives, Equities, Hedge Funds
Education
Pace University 1989 — 1993
BBA, Public Accounting
Farah Dupuy's Credit Suisse Experience November 2007 - Present
Job Sr Specialist at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2007 - Present
Education
Pace University 2006 — 2008
MBA, Investment Management
Credit Suisse November 2007 - Present
Education
Pace University 2006 — 2008
MBA, Investment Management
Marina Zeltser's Credit Suisse Experience October 2002 - June 2008
Job CPA
Industry Financial Services
Experience
Zeltser Consulting April 2010 - Present
Citigroup July 2008 - July 2009
Credit Suisse October 2002 - June 2008
Deloitte & Touche September 1999 - October 2002
Skills
Financial Analysis, Internal Controls, GAAP, Auditing, Cash Management, Financial Accounting, Financial Reporting, Accounting, Cash Flow, Account Reconciliation, General Ledger, Product Control, Financial Statements, Forecasting, Budgets
Education
Pace University 1995 — 1999
Bachelor of Business Administration (BBA), Public Accounting
Zeltser Consulting April 2010 - Present
Citigroup July 2008 - July 2009
Credit Suisse October 2002 - June 2008
Deloitte & Touche September 1999 - October 2002
Skills
Financial Analysis, Internal Controls, GAAP, Auditing, Cash Management, Financial Accounting, Financial Reporting, Accounting, Cash Flow, Account Reconciliation, General Ledger, Product Control, Financial Statements, Forecasting, Budgets
Education
Pace University 1995 — 1999
Bachelor of Business Administration (BBA), Public Accounting
Karey Geddes's Credit Suisse Experience 2000 - 2002
Job Director, Sales at PREMIUMPOINT Investments / WinWater Home Mortgage
Industry Banking
Experience
PREMIUMPOINT Investments June 2013 - Present
New Penn Financial, LLC August 2011 - June 2013
Banc Of Manhattan/Capital September 2010 - August 2011
The Winter Group 2002 - 2007
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2002
DLJ 1997 - 2000
Nomura Securities 1995 - 1997
Skills
Management, Mortgage Lending, Loans, Capital Markets, Mortgage Banking, Securitization, Credit, Residential Mortgages, Electronic Trading
Education
Pace University
PREMIUMPOINT Investments June 2013 - Present
New Penn Financial, LLC August 2011 - June 2013
Banc Of Manhattan/Capital September 2010 - August 2011
The Winter Group 2002 - 2007
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2002
DLJ 1997 - 2000
Nomura Securities 1995 - 1997
Skills
Management, Mortgage Lending, Loans, Capital Markets, Mortgage Banking, Securitization, Credit, Residential Mortgages, Electronic Trading
Education
Pace University
Mark Conforti's Credit Suisse Experience January 2006 - Present
Job Consultant, Former Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2006 - Present
Credit Suisse June 1987 - Present
Skills
Hedge Funds, Capital Markets, Management, Fixed Income, Bloomberg, Investment Banking, Derivatives, Asset Management, Investments, Trading Systems, Financial Markets
Education
Pace University
Master of Business Administration (M.B.A.)
Credit Suisse January 2006 - Present
Credit Suisse June 1987 - Present
Skills
Hedge Funds, Capital Markets, Management, Fixed Income, Bloomberg, Investment Banking, Derivatives, Asset Management, Investments, Trading Systems, Financial Markets
Education
Pace University
Master of Business Administration (M.B.A.)
Darshanand Singh's Credit Suisse Experience October 2013 - October 2013
Job AVP Planning and Project Management at Mizuho Bank
Industry Financial Services
Experience
Mizuho Bank March 2015 - Present
Consultant November 2013 - March 2015
Credit Suisse October 2013 - October 2013
Global Thematic Partners September 2011 - May 2012
Citi Private Bank March 2011 - September 2011
Morgan Stanley Smith Barney Alternative Investments August 2007 - December 2009
Skills
Portfolio Management, Financial Markets, Alternative Investments, Capital Markets, Bloomberg, Equity Research, Risk Management, Valuation, Fixed Income, Financial Modeling, Factset, Microsoft Excel
Education
Pace University - Lubin School of Business 2010 — 2012
MBA, Investment Management
Stony Brook University 2003 — 2007
Bachelor of Arts, Economics
Stuyvesant High School 1999 — 2003
Mizuho Bank March 2015 - Present
Consultant November 2013 - March 2015
Credit Suisse October 2013 - October 2013
Global Thematic Partners September 2011 - May 2012
Citi Private Bank March 2011 - September 2011
Morgan Stanley Smith Barney Alternative Investments August 2007 - December 2009
Skills
Portfolio Management, Financial Markets, Alternative Investments, Capital Markets, Bloomberg, Equity Research, Risk Management, Valuation, Fixed Income, Financial Modeling, Factset, Microsoft Excel
Education
Pace University - Lubin School of Business 2010 — 2012
MBA, Investment Management
Stony Brook University 2003 — 2007
Bachelor of Arts, Economics
Stuyvesant High School 1999 — 2003
Ray Baksh's Credit Suisse Experience July 2008 - Present
Job Software Engineer at Credit Suisse
Industry Computer Software
Experience
Credit Suisse July 2008 - Present
Education
Pace University
Credit Suisse July 2008 - Present
Education
Pace University
Kenneth Byrne's Credit Suisse Experience January 2000 - February 2003
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG September 2011 - Present
Jefferies & Company April 2007 - August 2011
Banc of America Securities March 2003 - February 2007
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette January 1999 - December 1999
DLJ September 1989 - March 1991
Education
Pace University 1985 — 1989
B.B.A., Mangement/History
BTIG September 2011 - Present
Jefferies & Company April 2007 - August 2011
Banc of America Securities March 2003 - February 2007
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette January 1999 - December 1999
DLJ September 1989 - March 1991
Education
Pace University 1985 — 1989
B.B.A., Mangement/History
Baaba (Aba) Forson's Credit Suisse Experience September 2006 - Present
Job Product Control
Industry Investment Banking
Experience
Credit Suisse September 2006 - Present
Credit Suisse April 2005 - August 2006
GunnAllen Financial 2004 - 2004
Oppenheimer & Co. 2004 - 2004
Education
Pace University - Lubin School of Business 2003 — 2004
MBA, Financial Management
Credit Suisse September 2006 - Present
Credit Suisse April 2005 - August 2006
GunnAllen Financial 2004 - 2004
Oppenheimer & Co. 2004 - 2004
Education
Pace University - Lubin School of Business 2003 — 2004
MBA, Financial Management
Frank Cahill's Credit Suisse Experience 1995 - 1997
Job DriveWealth,LLC.
Industry Banking
Experience
DriveWealth July 2012 - Present
TAB Networks May 2011 - July 2012
FXDD June 2008 - March 2011
Gelber Group LLC 2007 - 2008
SUNDANCE CAPITAL MANAGEMENT 2006 - 2007
Handelsbanken 2002 - 2006
Credit Agricole CIB 1997 - 2002
Credit Suisse 1995 - 1997
BNY Mellon 1990 - 1995
Skills
Currency, Derivatives, Trading, Options, Risk Management, Proprietary Trading, Hedging, Mutual Funds, FX Options, Electronic Trading, Financial Markets, FX trading, Trading Systems, Bloomberg, Commodity, Fixed Income, Technical Analysis, Equities, Capital Markets, Foreign Exchange, Financial Risk, Investments, Traders, Interest Rate..., Market Risk, Trading Strategies, FX Trading, Series 7, Hedge Funds, Management
Education
Pace University
Bachelor of Business Administration (BBA)
DriveWealth July 2012 - Present
TAB Networks May 2011 - July 2012
FXDD June 2008 - March 2011
Gelber Group LLC 2007 - 2008
SUNDANCE CAPITAL MANAGEMENT 2006 - 2007
Handelsbanken 2002 - 2006
Credit Agricole CIB 1997 - 2002
Credit Suisse 1995 - 1997
BNY Mellon 1990 - 1995
Skills
Currency, Derivatives, Trading, Options, Risk Management, Proprietary Trading, Hedging, Mutual Funds, FX Options, Electronic Trading, Financial Markets, FX trading, Trading Systems, Bloomberg, Commodity, Fixed Income, Technical Analysis, Equities, Capital Markets, Foreign Exchange, Financial Risk, Investments, Traders, Interest Rate..., Market Risk, Trading Strategies, FX Trading, Series 7, Hedge Funds, Management
Education
Pace University
Bachelor of Business Administration (BBA)
David Dahill's Credit Suisse Experience August 2006 - Present
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2006 - Present
JP Morgan Chase, NA 1997 - 2006
JPMorgan Chase 1993 - 2006
Skills
Securities Lending, Prime Brokerage, Collateral Management, Global Custody, Middle Office, Fixed Income, Corporate Actions, Equities, Investment Banking, Series 7
Education
Pace University - Lubin School of Business 1996 — 1996
MBA, Finance
State University of New York at Albany 1987 — 1991
BS, Economics / Mathematics
Credit Suisse August 2006 - Present
JP Morgan Chase, NA 1997 - 2006
JPMorgan Chase 1993 - 2006
Skills
Securities Lending, Prime Brokerage, Collateral Management, Global Custody, Middle Office, Fixed Income, Corporate Actions, Equities, Investment Banking, Series 7
Education
Pace University - Lubin School of Business 1996 — 1996
MBA, Finance
State University of New York at Albany 1987 — 1991
BS, Economics / Mathematics
Joseph Iannici's Credit Suisse Experience 1997 - 2002
Job Anti Money Laundering COMPLIANCE
Industry Financial Services
Experience
Jefferies LLC. September 2007 - Present
Jefferies & Company October 2007 - March 2014
Instinet Incorporated 2002 - 2007
Credit Suisse 1997 - 2002
AIG 1992 - 1997
Skills
Series 7, Equities, Trading, Securities, Electronic Trading, Equity Trading, Trading Systems, Series 63, Series 55, Equity Support, Trading Assistant, 10b5-1 Plans, Fidessa, Fixed Income, FINRA, Prime Brokerage, Derivatives, Capital Markets, Hedge Funds, Bloomberg, Investment Banking
Education
Pace University 1994 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
Jefferies LLC. September 2007 - Present
Jefferies & Company October 2007 - March 2014
Instinet Incorporated 2002 - 2007
Credit Suisse 1997 - 2002
AIG 1992 - 1997
Skills
Series 7, Equities, Trading, Securities, Electronic Trading, Equity Trading, Trading Systems, Series 63, Series 55, Equity Support, Trading Assistant, 10b5-1 Plans, Fidessa, Fixed Income, FINRA, Prime Brokerage, Derivatives, Capital Markets, Hedge Funds, Bloomberg, Investment Banking
Education
Pace University 1994 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
Shirley Farrell's Credit Suisse Experience 1982 - 1993
Job Director Market Strategy Communications at CSX
Industry Transportation/Trucking/Railroad
Experience
CSX March 2013 - Present
CSX Transportation February 2003 - February 2013
CSX 2000 - 2003
CSX 1995 - 2001
CSX 1993 - 1995
Credit Suisse 1982 - 1993
Skills
Transportation, Team Building, Change Management, Logistics, Operations Management, Contract Negotiation, Customer Service, Process Improvement, Strategic Planning, Transportation..., Logistics Management, Supply Chain Management, Marketing Communications, Financial Analysis, Cross-functional Team..., Business Analysis, Strategic Leadership, Lead Generation, Special Collections, Policy Analysis, Customer Experience, Pricing, Leadership, Rail
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance
CSX March 2013 - Present
CSX Transportation February 2003 - February 2013
CSX 2000 - 2003
CSX 1995 - 2001
CSX 1993 - 1995
Credit Suisse 1982 - 1993
Skills
Transportation, Team Building, Change Management, Logistics, Operations Management, Contract Negotiation, Customer Service, Process Improvement, Strategic Planning, Transportation..., Logistics Management, Supply Chain Management, Marketing Communications, Financial Analysis, Cross-functional Team..., Business Analysis, Strategic Leadership, Lead Generation, Special Collections, Policy Analysis, Customer Experience, Pricing, Leadership, Rail
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance
Aleksandr Sorokin, CPA's Credit Suisse Experience July 1996 - January 1997
Job Director of Tax at BBVA
Industry Banking
Experience
BBVA, NY office 2002 - Present
KPMG Advisory February 1997 - September 2002
Credit Suisse July 1996 - January 1997
Skills
Corporate Finance, Financial Analysis, Corporate Tax, Auditing, Restructuring, Accounting, Financial Services, IFRS, Analysis, Due Diligence, Accounts Payable, Sarbanes-Oxley Act, Financial Modeling, Internal Controls, Management, Mergers & Acquisitions
Education
Pace University - Lubin School of Business 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
Khmelnitsky Technological Institute
Bachelor of Science (BS), Mechanical Engineering
BBVA, NY office 2002 - Present
KPMG Advisory February 1997 - September 2002
Credit Suisse July 1996 - January 1997
Skills
Corporate Finance, Financial Analysis, Corporate Tax, Auditing, Restructuring, Accounting, Financial Services, IFRS, Analysis, Due Diligence, Accounts Payable, Sarbanes-Oxley Act, Financial Modeling, Internal Controls, Management, Mergers & Acquisitions
Education
Pace University - Lubin School of Business 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
Khmelnitsky Technological Institute
Bachelor of Science (BS), Mechanical Engineering
Greg Dabal's Credit Suisse Experience December 2012 - Present
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse December 2012 - Present
Credit Suisse 2005 - Present
Morgan Stanley 1986 - 2005
Skills
Alternative Investments, Banking, Asset Management, Client Services, Capital Markets, Derivatives, Equities, Equity Derivatives, Bloomberg, Fixed Income, Financial Services, Investment Banking, Hedge Funds, Management, Portfolio Management, Prime Brokerage, Risk Management, Securities, Series 63, Trading Systems
Education
Pace University
Credit Suisse December 2012 - Present
Credit Suisse 2005 - Present
Morgan Stanley 1986 - 2005
Skills
Alternative Investments, Banking, Asset Management, Client Services, Capital Markets, Derivatives, Equities, Equity Derivatives, Bloomberg, Fixed Income, Financial Services, Investment Banking, Hedge Funds, Management, Portfolio Management, Prime Brokerage, Risk Management, Securities, Series 63, Trading Systems
Education
Pace University
Jennifer Potter's Credit Suisse Experience July 2012 - May 2013
Job Ad Tech
Industry Internet
Experience
AppNexus March 2015 - Present
AppNexus November 2013 - March 2015
Credit Suisse July 2012 - May 2013
Citi May 2011 - July 2012
NYSE Euronext September 2008 - May 2011
NYSE May 2007 - August 2008
Skills
Electronic Trading, Equities, Trading Systems, Derivatives, Unix, Vendor Management, Financial Markets, Options, Fixed Income, Capital Markets, Equity Trading, Securities, Bloomberg, Trading, Market Data
Education
Pace University 2004 — 2008
Bachelor’s Degree, History / Political Science
AppNexus March 2015 - Present
AppNexus November 2013 - March 2015
Credit Suisse July 2012 - May 2013
Citi May 2011 - July 2012
NYSE Euronext September 2008 - May 2011
NYSE May 2007 - August 2008
Skills
Electronic Trading, Equities, Trading Systems, Derivatives, Unix, Vendor Management, Financial Markets, Options, Fixed Income, Capital Markets, Equity Trading, Securities, Bloomberg, Trading, Market Data
Education
Pace University 2004 — 2008
Bachelor’s Degree, History / Political Science
Sandy Kaur's Credit Suisse Experience August 2008 - Present
Job PM/BA at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2008 - Present
Lehman Brothers 2007 - 2008
Credit Suisse May 2004 - June 2007
British Petroleum November 2002 - May 2004
IBM February 2000 - November 2001
Keane March 1998 - July 2000
Interim Consulting March 1998 - March 1999
Hyperion Software December 1995 - April 1997
Independent Financial July 1994 - December 1995
Alliance Capital Management September 1990 - July 1994
Education
Queens College 1985 — 1988
BA, Accounting/Economics
Pace University
MS, Computer Science
Credit Suisse August 2008 - Present
Lehman Brothers 2007 - 2008
Credit Suisse May 2004 - June 2007
British Petroleum November 2002 - May 2004
IBM February 2000 - November 2001
Keane March 1998 - July 2000
Interim Consulting March 1998 - March 1999
Hyperion Software December 1995 - April 1997
Independent Financial July 1994 - December 1995
Alliance Capital Management September 1990 - July 1994
Education
Queens College 1985 — 1988
BA, Accounting/Economics
Pace University
MS, Computer Science
Rob Ancona's Credit Suisse Experience 1986 - 2008
Job Associate Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2012 - Present
Nomura Securities June 2009 - April 2012
Credit-Suisse 1986 - 2008
Credit Suisse First Boston 1986 - 2008
Credit-Suisse 1982 - 2008
Skills
Derivatives, Equities, Investment Banking, Hedge Funds, Banking, Risk Management, FX Options, Credit Derivatives, Trading, MBS, Portfolio Management, Back Office, Operational Risk, Bonds, Financial Risk, Equity Research, Market Risk, Asset Management, Equity Derivatives, Financial Services, Options, Fixed Income, Bloomberg
Education
Pace University 1982 — 1985
BBA, Marketing
RBC Capital Markets May 2012 - Present
Nomura Securities June 2009 - April 2012
Credit-Suisse 1986 - 2008
Credit Suisse First Boston 1986 - 2008
Credit-Suisse 1982 - 2008
Skills
Derivatives, Equities, Investment Banking, Hedge Funds, Banking, Risk Management, FX Options, Credit Derivatives, Trading, MBS, Portfolio Management, Back Office, Operational Risk, Bonds, Financial Risk, Equity Research, Market Risk, Asset Management, Equity Derivatives, Financial Services, Options, Fixed Income, Bloomberg
Education
Pace University 1982 — 1985
BBA, Marketing
Jim Federici's Credit Suisse Experience January 2000 - January 2008
Job Senior Project Manager at Perficient
Industry Banking
Experience
Perficient January 2015 - Present
Barclays Investment Bank September 2013 - Present
Starwood Capital Group May 2013 - August 2013
Citigroup September 2011 - March 2013
Cerberus Capital Management January 2008 - September 2011
Credit Suisse January 2000 - January 2008
Ford Foundation January 1997 - January 2000
Donaldson, Lufkin & Jenrette 1999 - 2000
APERION CAPITAL MANAGEMENT, INC January 1996 - January 1997
REPUBLIC NEW YORK SECURITIES CORP January 1994 - January 1995
Skills
Cash Management, Banking, Investments, Hedge Funds, FX Options, Financial Reporting, Finance, Treasury, Credit, Financial Modeling, Trading, Fixed Income, Investment Banking, Bloomberg, Equities, Derivatives, Private Equity, Capital Markets, Securities, Mutual Funds, Accounting, Funding, Hedging, Settlement, Treasury Management, Corporate Finance, Foreign Exchange, Auditing, Account Reconciliation, Cash Flow, Forecasting
Education
Pace University 1982 — 1984
B.A, Accounting
Bishop Ford 1971 — 1975
BS, Accounting
Perficient January 2015 - Present
Barclays Investment Bank September 2013 - Present
Starwood Capital Group May 2013 - August 2013
Citigroup September 2011 - March 2013
Cerberus Capital Management January 2008 - September 2011
Credit Suisse January 2000 - January 2008
Ford Foundation January 1997 - January 2000
Donaldson, Lufkin & Jenrette 1999 - 2000
APERION CAPITAL MANAGEMENT, INC January 1996 - January 1997
REPUBLIC NEW YORK SECURITIES CORP January 1994 - January 1995
Skills
Cash Management, Banking, Investments, Hedge Funds, FX Options, Financial Reporting, Finance, Treasury, Credit, Financial Modeling, Trading, Fixed Income, Investment Banking, Bloomberg, Equities, Derivatives, Private Equity, Capital Markets, Securities, Mutual Funds, Accounting, Funding, Hedging, Settlement, Treasury Management, Corporate Finance, Foreign Exchange, Auditing, Account Reconciliation, Cash Flow, Forecasting
Education
Pace University 1982 — 1984
B.A, Accounting
Bishop Ford 1971 — 1975
BS, Accounting
Dan Mignone's Credit Suisse Experience December 2013 - Present
Job Director Basel III Reporting & Measurement at Credit Suisse
Industry Financial Services
Experience
Credit Suisse December 2013 - Present
Credit Suisse September 2010 - November 2013
AIG November 2006 - August 2010
Bear Stearns 2004 - 2006
Deutsche Bank 1999 - 2001
GE Capital 1998 - 2001
KPMG Audit September 1994 - January 1998
Skills
Derivatives, Trading, Valuation, Accounting, Fixed Income, Financial Risk, Sarbanes-Oxley, Capital Markets, Financial Modeling, Equities, Corporate Finance, Financial Analysis, Financial Reporting, Asset Managment, Cash Management, Asset Management, Banking, Credit Derivatives, Credit Risk, Finance, Financial Accounting, Financial Markets, Internal Controls
Education
Pace University - Lubin School of Business 1992 — 1994
MBA, Finance
Pace University - Lubin School of Business 1987 — 1991
BBA, Public Accounting
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
Credit Suisse December 2013 - Present
Credit Suisse September 2010 - November 2013
AIG November 2006 - August 2010
Bear Stearns 2004 - 2006
Deutsche Bank 1999 - 2001
GE Capital 1998 - 2001
KPMG Audit September 1994 - January 1998
Skills
Derivatives, Trading, Valuation, Accounting, Fixed Income, Financial Risk, Sarbanes-Oxley, Capital Markets, Financial Modeling, Equities, Corporate Finance, Financial Analysis, Financial Reporting, Asset Managment, Cash Management, Asset Management, Banking, Credit Derivatives, Credit Risk, Finance, Financial Accounting, Financial Markets, Internal Controls
Education
Pace University - Lubin School of Business 1992 — 1994
MBA, Finance
Pace University - Lubin School of Business 1987 — 1991
BBA, Public Accounting
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
Aleksandr Toyberman's Credit Suisse Experience May 2005 - March 2010
Job Controller at GSO Capital Partners (The Blackstone Group)
Industry Accounting
Experience
GSO Capital Partners (The Blackstone Group) March 2010 - Present
Credit Suisse May 2005 - March 2010
PwC October 2002 - May 2005
WeiserMazars LLP November 2000 - October 2002
Skills
Accounting, Fund Accounting, Financial Reporting, Financial Analysis, Alternative Investments, Venture Capital, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Pace University - Lubin School of Business 1998 — 2000
BBA - Public Accounting
Stony Brook University 1996 — 1998
GSO Capital Partners (The Blackstone Group) March 2010 - Present
Credit Suisse May 2005 - March 2010
PwC October 2002 - May 2005
WeiserMazars LLP November 2000 - October 2002
Skills
Accounting, Fund Accounting, Financial Reporting, Financial Analysis, Alternative Investments, Venture Capital, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Pace University - Lubin School of Business 1998 — 2000
BBA - Public Accounting
Stony Brook University 1996 — 1998
Joseph Buttacavoli's Credit Suisse Experience February 1985 - Present
Job VP at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse February 1985 - Present
Paine Webber September 1980 - January 1985
Education
Pace University 1980 — 1983
Business
Credit Suisse February 1985 - Present
Paine Webber September 1980 - January 1985
Education
Pace University 1980 — 1983
Business
Tim Gilbert's Credit Suisse Experience January 2009 - January 2015
Job VP Warehouse Lending at Texas Capital Bank: Northeastern Region
Industry Investment Banking
Experience
Texas Capital Bank February 2015 - Present
Credit Suisse January 2009 - January 2015
Credit Suisse November 2003 - December 2008
Credit Suisse May 1999 - November 2003
Paine Webber October 1995 - May 1999
Norwest Financial August 1992 - June 1995
MassMutual Financial Group August 1991 - August 1992
Skills
Client Relationship..., Risk Management, Credit Risk, Leadership, Collateral Management, Process Improvement, Project Coordination, Management, Finance, Capital Markets, Due Diligence, CRM, Portfolio Management, Credit, Financial Services, Sales, New Business Development, Mortgage Lending, Investment Banking, Cash Management, Loans, Prime Brokerage, Fixed Income, Operations Management, Analytics, Banking, Trading, Mergers & Acquisitions, Team Management, Analysis
Education
University of Richmond 1987 — 1991
BS, Finance/Marketing
Pace University - Lubin School of Business 1995 — 1997
MBA, Finance
Middletown HS South 1985 — 1987
Texas Capital Bank February 2015 - Present
Credit Suisse January 2009 - January 2015
Credit Suisse November 2003 - December 2008
Credit Suisse May 1999 - November 2003
Paine Webber October 1995 - May 1999
Norwest Financial August 1992 - June 1995
MassMutual Financial Group August 1991 - August 1992
Skills
Client Relationship..., Risk Management, Credit Risk, Leadership, Collateral Management, Process Improvement, Project Coordination, Management, Finance, Capital Markets, Due Diligence, CRM, Portfolio Management, Credit, Financial Services, Sales, New Business Development, Mortgage Lending, Investment Banking, Cash Management, Loans, Prime Brokerage, Fixed Income, Operations Management, Analytics, Banking, Trading, Mergers & Acquisitions, Team Management, Analysis
Education
University of Richmond 1987 — 1991
BS, Finance/Marketing
Pace University - Lubin School of Business 1995 — 1997
MBA, Finance
Middletown HS South 1985 — 1987
Edward Lio's Credit Suisse Experience March 1997 - Present
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 1997 - Present
Morgan Stanley 1993 - 1997
Education
Pace University - Lubin School of Business 1988 — 1993
Bachelor of Business Administration, Public Accounting
Credit Suisse March 1997 - Present
Morgan Stanley 1993 - 1997
Education
Pace University - Lubin School of Business 1988 — 1993
Bachelor of Business Administration, Public Accounting
Mary Grace Estacio's Credit Suisse Experience September 2000 - December 2003
Job Project Manager (Consultant)
Industry Information Technology and Services
Experience
Financial Company December 2014 - Present
Morgan Stanley June 2010 - May 2014
Morgan Stanley July 2005 - June 2010
Morgan Stanley January 2004 - June 2005
Credit Suisse September 2000 - December 2003
KPMG May 1999 - September 2000
Morgan Stanley July 1993 - May 1999
Bankers Trust October 1990 - July 1993
Smith Barney March 1989 - October 1990
Skills
Project Management, Global Implementations, Vendor Management, Resource Management, Strategic Planning, SDLC, Organizational..., Conflict Resolution, Cross Functional..., System Migration, System Testing, User Acceptance Testing, System Integration..., IT Strategy, Business Analysis, ERP, Software Implementation..., Workday, PeopleSoft, Sybase, Investment Banking, Risk Management, Reference Data, Requirements Analysis, Management, Agile Methodologies, Process Improvement, Software Project..., Change Management, Business Process, Consulting, Integration, Analysis
Education
Pace University 1981 — 1985
Bachelor of Business Administration (BBA), Management Information Systems and Services
Pace University - Lubin School of Business
Financial Company December 2014 - Present
Morgan Stanley June 2010 - May 2014
Morgan Stanley July 2005 - June 2010
Morgan Stanley January 2004 - June 2005
Credit Suisse September 2000 - December 2003
KPMG May 1999 - September 2000
Morgan Stanley July 1993 - May 1999
Bankers Trust October 1990 - July 1993
Smith Barney March 1989 - October 1990
Skills
Project Management, Global Implementations, Vendor Management, Resource Management, Strategic Planning, SDLC, Organizational..., Conflict Resolution, Cross Functional..., System Migration, System Testing, User Acceptance Testing, System Integration..., IT Strategy, Business Analysis, ERP, Software Implementation..., Workday, PeopleSoft, Sybase, Investment Banking, Risk Management, Reference Data, Requirements Analysis, Management, Agile Methodologies, Process Improvement, Software Project..., Change Management, Business Process, Consulting, Integration, Analysis
Education
Pace University 1981 — 1985
Bachelor of Business Administration (BBA), Management Information Systems and Services
Pace University - Lubin School of Business
Anthony Vaccari's Credit Suisse Experience 1999 - 2007
Job Managing Director at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service June 2009 - Present
Wellington Management March 2007 - December 2008
Credit Suisse 1999 - 2007
UBS 1984 - 1999
JP Morgan 1980 - 1984
Skills
Program Management, Enterprise Software, Strategic Planning, Strategy, Investment Banking, Reference Data, Business Analysis, Capital Markets, Financial Services, Fixed Income, Leadership, Management, Start-ups, SDLC, Integration, Change Management, Market Data, Trading Systems, Enterprise Architecture, IT Strategy, Vendor Management
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, International Banking
Moody's Investors Service June 2009 - Present
Wellington Management March 2007 - December 2008
Credit Suisse 1999 - 2007
UBS 1984 - 1999
JP Morgan 1980 - 1984
Skills
Program Management, Enterprise Software, Strategic Planning, Strategy, Investment Banking, Reference Data, Business Analysis, Capital Markets, Financial Services, Fixed Income, Leadership, Management, Start-ups, SDLC, Integration, Change Management, Market Data, Trading Systems, Enterprise Architecture, IT Strategy, Vendor Management
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, International Banking
Bill Amatuzzo, CFP, CRPC, CLU, MBA's Credit Suisse Experience September 2000 - May 2002
Job Amatuzzo Magnani Private Wealth Management
Industry Financial Services
Experience
Amatuzzo Magnani Wealth Management, Ameriprise Financial Services, Inc. November 2002 - Present
Credit Suisse September 2000 - May 2002
Donaldson, Lufkin & Jenrette March 1998 - September 2000
Salomon Brothers September 1983 - February 1998
Education
Pace University - Lubin School of Business 1981 — 1983
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1977 — 1981
BBA, Accounting
Amatuzzo Magnani Wealth Management, Ameriprise Financial Services, Inc. November 2002 - Present
Credit Suisse September 2000 - May 2002
Donaldson, Lufkin & Jenrette March 1998 - September 2000
Salomon Brothers September 1983 - February 1998
Education
Pace University - Lubin School of Business 1981 — 1983
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1977 — 1981
BBA, Accounting
Charlie Milone's Credit Suisse Experience Director Financial AccountingCredit Suisse2007 - Present
Job Director at Credit Suisse
Industry Accounting
Experience
Credit Suisse Director Financial AccountingCredit Suisse2007 - Present
Education
Pace University - Lubin School of Business
Credit Suisse Director Financial AccountingCredit Suisse2007 - Present
Education
Pace University - Lubin School of Business
Yvette Maurer Arbeeny's Credit Suisse Experience April 2006 - February 2009
Job Accountant at Private Co.
Industry Accounting
Experience
Private Co. May 2012 - Present
The Carlyle Group December 2011 - April 2012
Credit Suisse April 2006 - February 2009
Bricolage Capital, LLC October 2000 - March 2005
Milestone Management Services September 1991 - September 2000
Education
College of Staten Island
BS, Sociology and Anthropology
Pace University
MBA
Private Co. May 2012 - Present
The Carlyle Group December 2011 - April 2012
Credit Suisse April 2006 - February 2009
Bricolage Capital, LLC October 2000 - March 2005
Milestone Management Services September 1991 - September 2000
Education
College of Staten Island
BS, Sociology and Anthropology
Pace University
MBA
Cem Kaplan's Credit Suisse Experience February 2005 - June 2012
Job JP Morgan Chase Vice President North America FX
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
UBS July 2012 - June 2013
Credit Suisse February 2005 - June 2012
Assurant February 2003 - February 2005
Skills
Fixed Income, Derivatives, Structured Products, Product Control, MBS, CDO, Securitization, ABS, CMBS, Credit Derivatives, Investment Banking, Interest Rate Swaps, Valuation, Swaps, Structured Finance, Interest Rate..., Equity Derivatives, Credit, Corporate Finance, FX Options
Education
Pace University - Lubin School of Business
Master of Science (MS), Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Financial Management
JPMorgan Chase July 2013 - Present
UBS July 2012 - June 2013
Credit Suisse February 2005 - June 2012
Assurant February 2003 - February 2005
Skills
Fixed Income, Derivatives, Structured Products, Product Control, MBS, CDO, Securitization, ABS, CMBS, Credit Derivatives, Investment Banking, Interest Rate Swaps, Valuation, Swaps, Structured Finance, Interest Rate..., Equity Derivatives, Credit, Corporate Finance, FX Options
Education
Pace University - Lubin School of Business
Master of Science (MS), Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Financial Management
Vito Santoruvo's Credit Suisse Experience January 1987 - Present
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse (USA) 1996 - Present
Credit Suisse January 1987 - Present
Credit Suisse First Boston 1987 - Present
Education
Pace University 1980 — 1984
BS, Political Science, Economics
Credit Suisse (USA) 1996 - Present
Credit Suisse January 1987 - Present
Credit Suisse First Boston 1987 - Present
Education
Pace University 1980 — 1984
BS, Political Science, Economics
Anthony Hallett's Credit Suisse Experience April 2002 - September 2006
Job Vice President at D. E. Shaw & Co.
Industry Financial Services
Experience
D. E. Shaw & Co. September 2006 - Present
Credit Suisse April 2002 - September 2006
Skills
Accounting, Capital Markets, Derivatives, Equities, Private Equity, Management, Hedge Funds, Fixed Income, Alternative Investments, Due Diligence, Valuation, Financial Analysis, Finance
Education
Pace University - Lubin School of Business 1992 — 1996
BBA, Accounting/CPA
Calabar High School
D. E. Shaw & Co. September 2006 - Present
Credit Suisse April 2002 - September 2006
Skills
Accounting, Capital Markets, Derivatives, Equities, Private Equity, Management, Hedge Funds, Fixed Income, Alternative Investments, Due Diligence, Valuation, Financial Analysis, Finance
Education
Pace University - Lubin School of Business 1992 — 1996
BBA, Accounting/CPA
Calabar High School
Nick Morin's Credit Suisse Experience October 2006 - May 2009
Job Realtor at Century21 Calabrese Real Estate
Industry Financial Services
Experience
Century21 Calabrese Real Estate April 2006 - Present
Credit Suisse October 2006 - May 2009
TD Securities 2005 - 2006
Caxton Assoc. 2003 - 2005
Depository Trust & Clearing Corporation 1978 - 2002
Education
Pace University - Lubin School of Business 1981 — 1988
Business Administration
Rutgers, The State University of New Jersey-Newark
Taxation
Century21 Calabrese Real Estate April 2006 - Present
Credit Suisse October 2006 - May 2009
TD Securities 2005 - 2006
Caxton Assoc. 2003 - 2005
Depository Trust & Clearing Corporation 1978 - 2002
Education
Pace University - Lubin School of Business 1981 — 1988
Business Administration
Rutgers, The State University of New Jersey-Newark
Taxation
Anthony Maneri's Credit Suisse Experience July 1996 - Present
Job Vice President at Credit Suisse
Industry Human Resources
Experience
Credit Suisse July 1996 - Present
DLJ 1994 - 2000
Skills
Investment Banking, Equities, Management, Asset Management, Capital Markets, Private Equity, Financial Services, Fixed Income, Hedge Funds, Mergers, Investments, Mergers & Acquisitions, Change Management, Process Improvement, Financial Modeling, Vendor Management, Corporate Finance, Performance Management
Education
Pace University - Lubin School of Business 1992 — 1996
MBA, Human Resources Manangeent
Credit Suisse July 1996 - Present
DLJ 1994 - 2000
Skills
Investment Banking, Equities, Management, Asset Management, Capital Markets, Private Equity, Financial Services, Fixed Income, Hedge Funds, Mergers, Investments, Mergers & Acquisitions, Change Management, Process Improvement, Financial Modeling, Vendor Management, Corporate Finance, Performance Management
Education
Pace University - Lubin School of Business 1992 — 1996
MBA, Human Resources Manangeent
ruslana rossi's Credit Suisse Experience November 1999 - April 2012
Job Private Equity Tax Professional
Industry Accounting
Experience
Credit Suisse November 1999 - April 2012
Skills
Private Equity, Partnership Taxation, Limited Partnerships
Education
Pace University
Bachelor of Business Administration (B.B.A.), Public Accounting
Credit Suisse November 1999 - April 2012
Skills
Private Equity, Partnership Taxation, Limited Partnerships
Education
Pace University
Bachelor of Business Administration (B.B.A.), Public Accounting
Vlad Diary's Credit Suisse Experience GIS: Program Management OfficeCitiAugust 2012 - April 2014
Job PMO Fixed Income IT/ Emerging Markets at Credit Suisse
Industry Banking
Experience
Credit Suisse GIS: Program Management OfficeCitiAugust 2012 - April 2014
FISA July 2005 - June 2012
JPMorgan Chase May 2001 - July 2005
TM Capital June 2000 - January 2001
Deutsche Bank March 1999 - June 2000
Skills
Project Management, Project Portfolio..., SDLC, PMP, Risk Management, Program Management, Vendor Management, Business Analysis, Software Project..., Requirements Analysis
Education
Pace University 1999 — 2001
Bachelor's degree, Computer Science
Credit Suisse GIS: Program Management OfficeCitiAugust 2012 - April 2014
FISA July 2005 - June 2012
JPMorgan Chase May 2001 - July 2005
TM Capital June 2000 - January 2001
Deutsche Bank March 1999 - June 2000
Skills
Project Management, Project Portfolio..., SDLC, PMP, Risk Management, Program Management, Vendor Management, Business Analysis, Software Project..., Requirements Analysis
Education
Pace University 1999 — 2001
Bachelor's degree, Computer Science
Roman Markevich's Credit Suisse Experience March 2006 - Present
Job Credit Suisse. Commodities Credit Risk Management.
Industry Banking
Experience
Credit Suisse March 2006 - Present
Skills
Financial Risk, Commodity, Structured Products, Capital Markets, Financial Markets, Equities, Credit Risk, Investment Banking, Financial Modeling, Market Risk, Fixed Income, Hedging, Risk Management, Derivatives, FX Options, Finance, Trading, Commodity Markets
Education
Pace University 1997 — 1999
MS, Investment Management
Credit Suisse March 2006 - Present
Skills
Financial Risk, Commodity, Structured Products, Capital Markets, Financial Markets, Equities, Credit Risk, Investment Banking, Financial Modeling, Market Risk, Fixed Income, Hedging, Risk Management, Derivatives, FX Options, Finance, Trading, Commodity Markets
Education
Pace University 1997 — 1999
MS, Investment Management
David J. Helmes's Credit Suisse Experience 2007 - 2008
Job Senior Vice President
Industry Banking
Experience
FGI Capital May 2012 - Present
Helmes Capital April 2007 - April 2012
Credit Suisse 2007 - 2008
Transcap Trade Finance 2004 - 2007
GE Capital 2001 - 2004
Bank of America 1997 - 2001
Skills
Leveraged Finance, Middle Market, Loan Origination, Financial Structuring, Structured Finance, Asset Based Lending, Commercial Lending, Small Business Lending, Credit, Private Equity, Portfolio Management, Credit Analysis, Factoring, Commercial Banking, Finance, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Banking
Education
Pace University - Lubin School of Business
Bachelor's Degree, Finance and Marketing
FGI Capital May 2012 - Present
Helmes Capital April 2007 - April 2012
Credit Suisse 2007 - 2008
Transcap Trade Finance 2004 - 2007
GE Capital 2001 - 2004
Bank of America 1997 - 2001
Skills
Leveraged Finance, Middle Market, Loan Origination, Financial Structuring, Structured Finance, Asset Based Lending, Commercial Lending, Small Business Lending, Credit, Private Equity, Portfolio Management, Credit Analysis, Factoring, Commercial Banking, Finance, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Banking
Education
Pace University - Lubin School of Business
Bachelor's Degree, Finance and Marketing
Luc Cojocaru's Credit Suisse Experience January 2015 - March 2015
Job Global Equity Derivative Ops at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank March 2015 - Present
Credit Suisse January 2015 - March 2015
John Hancock Financial Services June 2014 - October 2014
Commonwealth Bank December 2010 - March 2014
Numerix May 2008 - November 2010
International Fund Services (NA) LLC, A State Street Company September 2007 - October 2007
Imagine Software June 2005 - June 2007
United States Marine Corps May 1999 - May 2005
Morgan Stanley Private Wealth Management November 2004 - April 2005
Skills
Stocks, SPSS, Penmanship, Teaching, ServSafe, Bonds, Swaps, Capital Markets, Derivatives, Fixed Income, Risk Management, Equity Derivatives, Investments, Options, Financial Markets, Financial Modeling, Trading, Equities, Portfolio Management
Education
Saint Thomas Aquinas College 1998 — 2004
Bachelor of Science (B.S.), Finance, General
Pace University 2003 — 2003
Mathematics
Deutsche Bank March 2015 - Present
Credit Suisse January 2015 - March 2015
John Hancock Financial Services June 2014 - October 2014
Commonwealth Bank December 2010 - March 2014
Numerix May 2008 - November 2010
International Fund Services (NA) LLC, A State Street Company September 2007 - October 2007
Imagine Software June 2005 - June 2007
United States Marine Corps May 1999 - May 2005
Morgan Stanley Private Wealth Management November 2004 - April 2005
Skills
Stocks, SPSS, Penmanship, Teaching, ServSafe, Bonds, Swaps, Capital Markets, Derivatives, Fixed Income, Risk Management, Equity Derivatives, Investments, Options, Financial Markets, Financial Modeling, Trading, Equities, Portfolio Management
Education
Saint Thomas Aquinas College 1998 — 2004
Bachelor of Science (B.S.), Finance, General
Pace University 2003 — 2003
Mathematics
Jane Fuller's Credit Suisse Experience October 2012 - Present
Job Director & Counsel at UBS Securities LLC
Industry Banking
Experience
Credit Suisse October 2012 - Present
Commerzbank AG May 2006 - October 2010
Skills
Capital Markets, Derivatives, Structured Finance, Securities, Structured Products, Hedge Funds, Fixed Income, Investment Banking, Equities, ISDA, Securitization, Securities Regulation, Credit Derivatives, Prime Brokerage, Private Equity
Education
Pace University
Credit Suisse October 2012 - Present
Commerzbank AG May 2006 - October 2010
Skills
Capital Markets, Derivatives, Structured Finance, Securities, Structured Products, Hedge Funds, Fixed Income, Investment Banking, Equities, ISDA, Securitization, Securities Regulation, Credit Derivatives, Prime Brokerage, Private Equity
Education
Pace University
Christopher Marcello's Credit Suisse Experience August 1999 - August 2012
Job Executive Director, Finance and Business Management J.P. Morgan
Industry Banking
Experience
J.P. Morgan August 2012 - Present
Credit Suisse August 1999 - August 2012
Citi 1997 - 1999
Skills
Financial Reporting, Financial Accounting, Derivatives, Accounting, Securitzed Products
Education
Pace University 1989 — 1993
BBA, Finance
J.P. Morgan August 2012 - Present
Credit Suisse August 1999 - August 2012
Citi 1997 - 1999
Skills
Financial Reporting, Financial Accounting, Derivatives, Accounting, Securitzed Products
Education
Pace University 1989 — 1993
BBA, Finance
Carole Brailey's Credit Suisse Experience July 2011 - August 2013
Job Market Data Sourcing at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation September 2013 - Present
Credit Suisse July 2011 - August 2013
J.P. Morgan May 1986 - July 2011
Skills
Market Data, Cost Efficiency, Contract Negotiation, Research, Information Technology, Contract Management, Expense Management, Strategic Sourcing, Contractual Agreements, Vendor Management, Strategic Financial..., Market Analysis, Investment Banking, Asset Managment, Rating Agency Relations, Outsourcing, Strategy
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Computer/Information Technology Administration and Management
SUNY at Albany
B.S., Accounting
Moody's Corporation September 2013 - Present
Credit Suisse July 2011 - August 2013
J.P. Morgan May 1986 - July 2011
Skills
Market Data, Cost Efficiency, Contract Negotiation, Research, Information Technology, Contract Management, Expense Management, Strategic Sourcing, Contractual Agreements, Vendor Management, Strategic Financial..., Market Analysis, Investment Banking, Asset Managment, Rating Agency Relations, Outsourcing, Strategy
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Computer/Information Technology Administration and Management
SUNY at Albany
B.S., Accounting
Jena J. Zoll's Credit Suisse Experience June 2009 - August 2009
Job Senior Consultant at EY
Industry Financial Services
Experience
EY September 2015 - Present
Barclays Investment Bank June 2014 - August 2015
Brigade Capital Management, LLC January 2014 - May 2014
Barclays Capital July 2010 - December 2013
UBS Global Asset Management January 2010 - May 2010
Marks Paneth & Shron LLP January 2009 - December 2009
Credit Suisse June 2009 - August 2009
Skills
Management, Fixed Income, Bloomberg, Risk Management, Program Management, Leadership, Financial Analysis, Training, PowerPoint, Portfolio Management, Capital Markets, Finance, Investment Banking
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Finance and Management
EY September 2015 - Present
Barclays Investment Bank June 2014 - August 2015
Brigade Capital Management, LLC January 2014 - May 2014
Barclays Capital July 2010 - December 2013
UBS Global Asset Management January 2010 - May 2010
Marks Paneth & Shron LLP January 2009 - December 2009
Credit Suisse June 2009 - August 2009
Skills
Management, Fixed Income, Bloomberg, Risk Management, Program Management, Leadership, Financial Analysis, Training, PowerPoint, Portfolio Management, Capital Markets, Finance, Investment Banking
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Finance and Management
Satheesh Nair's Credit Suisse Experience March 2011 - April 2014
Job Trading Assistant
Industry Banking
Experience
Bank of America April 2014 - Present
Credit Suisse March 2011 - April 2014
Credit Suisse February 2008 - March 2011
PepsiCo May 2007 - February 2008
Skills
Trading Systems, Investment Banking, Financial Markets, FX Options
Education
Pace University 2005 — 2008
BBA, Public Accounting
Bank of America April 2014 - Present
Credit Suisse March 2011 - April 2014
Credit Suisse February 2008 - March 2011
PepsiCo May 2007 - February 2008
Skills
Trading Systems, Investment Banking, Financial Markets, FX Options
Education
Pace University 2005 — 2008
BBA, Public Accounting
Samantha Tai's Credit Suisse Experience October 2005 - July 2012
Job GMI IT OTC SME at UBS Securities
Industry Banking
Experience
UBS Securities Co., Ltd July 2012 - Present
Credit Suisse October 2005 - July 2012
Barclays Capital 2005 - 2005
SunGard 1999 - 2004
Bankers Trust 1994 - 1998
Skills
Derivatives
Education
Pace University 1990 — 1993
BBA, Management Science
UBS Securities Co., Ltd July 2012 - Present
Credit Suisse October 2005 - July 2012
Barclays Capital 2005 - 2005
SunGard 1999 - 2004
Bankers Trust 1994 - 1998
Skills
Derivatives
Education
Pace University 1990 — 1993
BBA, Management Science
Joseph Rudik's Credit Suisse Experience November 2010 - February 2012
Job Senior Data Architect at MediaRadar, Inc.
Industry Financial Services
Experience
MediaRadar, Inc. March 2014 - Present
Lone Star Funds February 2012 - Present
Credit Suisse November 2010 - February 2012
Energy Plus May 2010 - November 2010
NYSC - New York Sports Clubs December 2006 - October 2010
Distribution Management Group International Inc December 2006 - March 2009
NYSC - New York Sports Clubs July 2001 - December 2006
Teldata Control Inc January 2000 - July 2001
BAYER Corporation May 1997 - January 2000
East Broadway Medical Services Inc June 1996 - May 1997
Skills
SDLC, Microsoft SQL Server, Integration, SQL, Databases, Oracle, Access, Data Warehousing, Software Documentation, Visual Basic, T-SQL, Data Modeling, Crystal Reports, Business Intelligence, ETL, Software Development
Education
Pace University 1993 — 1997
Bachelor of Science (BS), Nuclear Medical Technology/Technologist
Pace University New 1993 — 1996
B.S, Medical Technology
MediaRadar, Inc. March 2014 - Present
Lone Star Funds February 2012 - Present
Credit Suisse November 2010 - February 2012
Energy Plus May 2010 - November 2010
NYSC - New York Sports Clubs December 2006 - October 2010
Distribution Management Group International Inc December 2006 - March 2009
NYSC - New York Sports Clubs July 2001 - December 2006
Teldata Control Inc January 2000 - July 2001
BAYER Corporation May 1997 - January 2000
East Broadway Medical Services Inc June 1996 - May 1997
Skills
SDLC, Microsoft SQL Server, Integration, SQL, Databases, Oracle, Access, Data Warehousing, Software Documentation, Visual Basic, T-SQL, Data Modeling, Crystal Reports, Business Intelligence, ETL, Software Development
Education
Pace University 1993 — 1997
Bachelor of Science (BS), Nuclear Medical Technology/Technologist
Pace University New 1993 — 1996
B.S, Medical Technology
Glenn Fountain's Credit Suisse Experience November 2014 - Present
Job Storage Systems Programmer III at Lender Processing Services, Inc. (LPS)
Industry Information Technology and Services
Experience
Credit Suisse November 2014 - Present
BB&T June 2014 - October 2014
Lender Processing Services, Inc. (LPS) July 2013 - January 2014
Unisys February 2007 - April 2013
Office of the Chief Technology Officer (OCTO) - District of Columbia December 2004 - October 2006
Sony Corporation of America October 1998 - March 2003
TIAA-CREF April 1998 - October 1998
Prodigy Services April 1997 - April 1998
IBM Global Services September 1994 - March 1997
IBM Credit Corporation July 1988 - August 1994
Skills
Disaster Recovery, Data Center, Storage, Operating Systems, Visio, Netbackup, EMC Storage, Databases, NetApp, Software Documentation, Storage Management, Storage Virtualization, Hardware, Troubleshooting, Business Continuity, Testing, Replication, MVS, z/OS, Data Migration, Performance Tuning
Education
IMS Systems
Pace University
Onsite
Credit Suisse November 2014 - Present
BB&T June 2014 - October 2014
Lender Processing Services, Inc. (LPS) July 2013 - January 2014
Unisys February 2007 - April 2013
Office of the Chief Technology Officer (OCTO) - District of Columbia December 2004 - October 2006
Sony Corporation of America October 1998 - March 2003
TIAA-CREF April 1998 - October 1998
Prodigy Services April 1997 - April 1998
IBM Global Services September 1994 - March 1997
IBM Credit Corporation July 1988 - August 1994
Skills
Disaster Recovery, Data Center, Storage, Operating Systems, Visio, Netbackup, EMC Storage, Databases, NetApp, Software Documentation, Storage Management, Storage Virtualization, Hardware, Troubleshooting, Business Continuity, Testing, Replication, MVS, z/OS, Data Migration, Performance Tuning
Education
IMS Systems
Pace University
Onsite
Elizabeth Hanig's Credit Suisse Experience 2003 - 2004
Job Associate PartnerInvestment Consulting at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt July 2005 - Present
Smith Barney 2004 - 2005
Credit Suisse 2003 - 2004
KPMG Consulting 1999 - 2002
Skills
Pensions, Pension Funds, Business Analysis
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance, General, 3.9
University of Vermont
Bachelor's degree, 3.9
Aon Hewitt July 2005 - Present
Smith Barney 2004 - 2005
Credit Suisse 2003 - 2004
KPMG Consulting 1999 - 2002
Skills
Pensions, Pension Funds, Business Analysis
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance, General, 3.9
University of Vermont
Bachelor's degree, 3.9
Edward Tabile's Credit Suisse Experience September 2008 - June 2012
Job Fund Controller at Marathon Asset Management
Industry Banking
Experience
Marathon Asset Management June 2012 - Present
Credit Suisse September 2008 - June 2012
National Grid June 2007 - August 2008
Education
Pace University - Lubin School of Business 2004 — 2008
BBA, Finance
Marathon Asset Management June 2012 - Present
Credit Suisse September 2008 - June 2012
National Grid June 2007 - August 2008
Education
Pace University - Lubin School of Business 2004 — 2008
BBA, Finance
David Kotsar's Credit Suisse Experience May 2015 - Present
Job Enterprise Services Business Management at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
Credit Suisse August 2014 - Present
Deutsche Bank March 2010 - July 2014
Morgan Stanley May 2007 - March 2010
Bear Sterns September 2003 - May 2007
FISA 2000 - 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Financial Reporting, Business Analysis, Strategy, Vendor Management, Budget Forecasts, Expense Allocation, Valuation, Finance, Emerging Markets, Private Equity, Financial Services, Portfolio Management, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, International Finance
Pace University 1999 — 2002
Bachelor of Business Administration (BBA), International Business, Finance, 3.7
Credit Suisse May 2015 - Present
Credit Suisse August 2014 - Present
Deutsche Bank March 2010 - July 2014
Morgan Stanley May 2007 - March 2010
Bear Sterns September 2003 - May 2007
FISA 2000 - 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Financial Reporting, Business Analysis, Strategy, Vendor Management, Budget Forecasts, Expense Allocation, Valuation, Finance, Emerging Markets, Private Equity, Financial Services, Portfolio Management, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, International Finance
Pace University 1999 — 2002
Bachelor of Business Administration (BBA), International Business, Finance, 3.7
Dan Cushing's Credit Suisse Experience June 2009 - Present
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2009 - Present
Skills
Derivatives, Collateral Management, Fixed Income, Investment Banking, Prime Brokerage, Middle Office, Equity Derivatives, Credit Derivatives, Structured Products, Interest Rate..., FX Options, Securities Lending, Trading Systems, Capital Markets, Swaps
Education
Pace University - Lubin School of Business 1984 — 1989
Master of Business Administration (MBA), Corporate Finance
Providence College
BS Accounting
Credit Suisse June 2009 - Present
Skills
Derivatives, Collateral Management, Fixed Income, Investment Banking, Prime Brokerage, Middle Office, Equity Derivatives, Credit Derivatives, Structured Products, Interest Rate..., FX Options, Securities Lending, Trading Systems, Capital Markets, Swaps
Education
Pace University - Lubin School of Business 1984 — 1989
Master of Business Administration (MBA), Corporate Finance
Providence College
BS Accounting
Brian Hendry's Credit Suisse Experience April 1997 - March 2008
Job Senior Vice President at Global Atlantic Financial Group
Industry Financial Services
Experience
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs March 2008 - April 2013
Credit Suisse April 1997 - March 2008
AIG August 1995 - April 1997
Republic New York Corporation September 1990 - August 1995
Skills
Series 7, Securities, Investment Banking, Derivatives, Asset Management, Investment Management
Education
Pace University - Lubin School of Business 2002 — 2005
Master of Business Administration (MBA), Finance
University at Albany 1986 — 1990
Bachelor of Science (BS), Accounting
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs March 2008 - April 2013
Credit Suisse April 1997 - March 2008
AIG August 1995 - April 1997
Republic New York Corporation September 1990 - August 1995
Skills
Series 7, Securities, Investment Banking, Derivatives, Asset Management, Investment Management
Education
Pace University - Lubin School of Business 2002 — 2005
Master of Business Administration (MBA), Finance
University at Albany 1986 — 1990
Bachelor of Science (BS), Accounting
Kris Kumar's Credit Suisse Experience February 2000 - December 2006
Job at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch January 2007 - Present
Credit Suisse February 2000 - December 2006
Education
Pace University 1987 — 1989
MS, Computer Science
Bank of America Merrill Lynch January 2007 - Present
Credit Suisse February 2000 - December 2006
Education
Pace University 1987 — 1989
MS, Computer Science
Philip Daniele's Credit Suisse Experience July 1999 - January 2015
Job Chief Risk Officer at Brightwood Capital
Industry Investment Management
Experience
Brightwood Capital June 2015 - Present
Credit Suisse July 1999 - January 2015
Skills
Investment Banking, Fixed Income, Capital Markets, Equities, Derivatives, Credit Derivatives, Structured Finance, Equity Derivatives, Private Equity, Portfolio Management
Education
Pace University
MBA, Finance
Brightwood Capital June 2015 - Present
Credit Suisse July 1999 - January 2015
Skills
Investment Banking, Fixed Income, Capital Markets, Equities, Derivatives, Credit Derivatives, Structured Finance, Equity Derivatives, Private Equity, Portfolio Management
Education
Pace University
MBA, Finance
Frank DeCongelio's Credit Suisse Experience June 1968 - December 2008
Job Board Member, ChairFinance Committee, Chair Investment Committee
Industry
Experience
Hackensack University Medical Center March 2008 - Present
Credit Suisse June 1968 - December 2008
Education
Pace University 1966 — 1972
BBA Accounting, Accounting
Hackensack University Medical Center March 2008 - Present
Credit Suisse June 1968 - December 2008
Education
Pace University 1966 — 1972
BBA Accounting, Accounting
Koestler Andrew's Credit Suisse Experience December 2004 - Present
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse December 2004 - Present
Bear Stearns June 1992 - June 1998
Skills
Investment Banking, Derivatives, Capital Markets, Equities, Banking, Equity Derivatives, Trading Systems, Bloomberg
Education
Pace University 1992 — 1996
Master of Business Administration (MBA), Finance, General
Union College 1987 — 1991
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Credit Suisse December 2004 - Present
Bear Stearns June 1992 - June 1998
Skills
Investment Banking, Derivatives, Capital Markets, Equities, Banking, Equity Derivatives, Trading Systems, Bloomberg
Education
Pace University 1992 — 1996
Master of Business Administration (MBA), Finance, General
Union College 1987 — 1991
Bachelor of Arts (B.A.), Fine/Studio Arts, General
SHERIDAN QUARLESS's Credit Suisse Experience September 2004 - November 2009
Job Financial Services Professional
Industry Financial Services
Experience
Credit Suisse September 2004 - November 2009
State Street / Deutsche Bank / Bankers Trust August 1997 - May 2004
Bakers Trust August 1995 - July 1997
Education
Pace University 1986 — 1997
Finance
Credit Suisse September 2004 - November 2009
State Street / Deutsche Bank / Bankers Trust August 1997 - May 2004
Bakers Trust August 1995 - July 1997
Education
Pace University 1986 — 1997
Finance
John Xouris's Credit Suisse Experience April 1994 - May 2011
Job Adjunct Assistant professor in Mathematics at Pace University
Industry Higher Education
Experience
Pace University September 1982 - Present
Pace University September 1982 - Present
Pace University September 1982 - Present
Dr. Mitchell Preiss September 1982 - Present
Credit Suisse April 1994 - May 2011
Credit Suisse April 1994 - May 2011
Skills
Databases, COBOL, DB2
Education
Pace University 1975 — 1979
Bachelor of science, Mathematics
New
Bachelor, Mathematics/Computer Science; Science
Pace University Class of 1979
Pace University September 1982 - Present
Pace University September 1982 - Present
Pace University September 1982 - Present
Dr. Mitchell Preiss September 1982 - Present
Credit Suisse April 1994 - May 2011
Credit Suisse April 1994 - May 2011
Skills
Databases, COBOL, DB2
Education
Pace University 1975 — 1979
Bachelor of science, Mathematics
New
Bachelor, Mathematics/Computer Science; Science
Pace University Class of 1979
Hiren Trivedi's Credit Suisse Experience July 2008 - Present
Job Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2008 - Present
Asset Alliance / Hedge Harbor June 2007 - June 2008
Wipro BPO December 2004 - December 2005
GE August 2003 - December 2004
Skills
Bloomberg, Derivatives, Capital Markets, Equities, Investment Banking, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Corporate Finance, Hedge Funds, Fixed Income, Financial Markets, Equity Derivatives, Investments, Risk Management, Market Risk, Finance, Middle Office, Financial Risk, Financial Services, Analysis, Business Analysis
Education
Pace University 2006 — 2008
Master in Business Administration, Financial Management
Nirma Institute of Technology 1999 — 2003
Bacholer in Engineering, Electrical Engineering
Credit Suisse July 2008 - Present
Asset Alliance / Hedge Harbor June 2007 - June 2008
Wipro BPO December 2004 - December 2005
GE August 2003 - December 2004
Skills
Bloomberg, Derivatives, Capital Markets, Equities, Investment Banking, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Corporate Finance, Hedge Funds, Fixed Income, Financial Markets, Equity Derivatives, Investments, Risk Management, Market Risk, Finance, Middle Office, Financial Risk, Financial Services, Analysis, Business Analysis
Education
Pace University 2006 — 2008
Master in Business Administration, Financial Management
Nirma Institute of Technology 1999 — 2003
Bacholer in Engineering, Electrical Engineering
Asher Klein's Credit Suisse Experience July 1999 - Present
Job Senior Analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse July 1999 - Present
Skills
Financial Analysis, Managerial
Education
Pace University - Lubin School of Business 1996 — 1998
MBA, Financial Management
Touro College 1992 — 1996
BS, Accounting
Credit Suisse July 1999 - Present
Skills
Financial Analysis, Managerial
Education
Pace University - Lubin School of Business 1996 — 1998
MBA, Financial Management
Touro College 1992 — 1996
BS, Accounting
Gilbert Mendez's Credit Suisse Experience March 2006 - October 2008
Job Sears Home Improvement
Industry Information Technology and Services
Experience
Sears Holdings Corporation January 2015 - Present
Orlando Health January 2014 - December 2014
Weight Watchers August 2010 - May 2012
Credit Suisse March 2006 - October 2008
Skills
Active Directory, VMware, Microsoft Exchange, System Administration, Servers, Windows 7, Technical Support, Computer Hardware, Disaster Recovery, Help Desk Support, Troubleshooting, Visio, Windows Server, Citrix, Access, SharePoint, Software Installation, Windows XP, Network Administration
Education
Pace University 1999 — 2003
Bachelor of Arts, Computer Science
Sears Holdings Corporation January 2015 - Present
Orlando Health January 2014 - December 2014
Weight Watchers August 2010 - May 2012
Credit Suisse March 2006 - October 2008
Skills
Active Directory, VMware, Microsoft Exchange, System Administration, Servers, Windows 7, Technical Support, Computer Hardware, Disaster Recovery, Help Desk Support, Troubleshooting, Visio, Windows Server, Citrix, Access, SharePoint, Software Installation, Windows XP, Network Administration
Education
Pace University 1999 — 2003
Bachelor of Arts, Computer Science
Donatina Trotter's Credit Suisse Experience December 1999 - Present
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse December 1999 - Present
Long-Term Credit Bank of Japan January 1986 - November 1999
Skills
Operational Risk, Operational Risk..., Prime Brokerage, Middle Office, Back Office, Fixed Income, Broker-Dealer Operations, Operations Management, Investment Banking, Derivatives, Collateral Management, Structured Products, Retail Banking, Capital Markets, Securities Lending, Equities, Swaps, Trading Systems, Financial Services, FX Options, Securities, Hedge Funds, Interest Rate..., Settlement, Equity Derivatives, CDS, Options, Product Control, Financial Markets, Bonds, Electronic Trading, Reference Data, Corporate Actions
Education
Pace University
Credit Suisse December 1999 - Present
Long-Term Credit Bank of Japan January 1986 - November 1999
Skills
Operational Risk, Operational Risk..., Prime Brokerage, Middle Office, Back Office, Fixed Income, Broker-Dealer Operations, Operations Management, Investment Banking, Derivatives, Collateral Management, Structured Products, Retail Banking, Capital Markets, Securities Lending, Equities, Swaps, Trading Systems, Financial Services, FX Options, Securities, Hedge Funds, Interest Rate..., Settlement, Equity Derivatives, CDS, Options, Product Control, Financial Markets, Bonds, Electronic Trading, Reference Data, Corporate Actions
Education
Pace University
Lenny Chin's Credit Suisse Experience April 2013 - December 2014
Job Professional With Extensive Bank Operations Experience and Diverse Product Knowledge
Industry Banking
Experience
Credit Suisse April 2013 - December 2014
Credit Suisse February 2009 - April 2013
Credit Suisse August 2000 - February 2009
Skills
Structured Finance, Account Reconciliation, Swaps, Risk Management, Prime Brokerage, Collateral Management, Fixed Income, Derivatives, Investment Banking, Middle Office, Microsoft Excel, Equities, Capital Markets
Education
Pace University
Bachelor of Business Administration (BBA), Accounting and Finance
Credit Suisse April 2013 - December 2014
Credit Suisse February 2009 - April 2013
Credit Suisse August 2000 - February 2009
Skills
Structured Finance, Account Reconciliation, Swaps, Risk Management, Prime Brokerage, Collateral Management, Fixed Income, Derivatives, Investment Banking, Middle Office, Microsoft Excel, Equities, Capital Markets
Education
Pace University
Bachelor of Business Administration (BBA), Accounting and Finance
Judy Lo's Credit Suisse Experience March 2013 - Present
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2013 - Present
International Fund Services (NA) LLC, A State Street Company June 2006 - February 2013
Skills
Hedge Funds, Asset Management, Private Equity, Alternative Investments, Securities, Portfolio Management, Financial Services, Bloomberg Terminal
Education
Pace University
Bachelor of Business Administration (BBA)
Credit Suisse March 2013 - Present
International Fund Services (NA) LLC, A State Street Company June 2006 - February 2013
Skills
Hedge Funds, Asset Management, Private Equity, Alternative Investments, Securities, Portfolio Management, Financial Services, Bloomberg Terminal
Education
Pace University
Bachelor of Business Administration (BBA)
Steven DeBenedetto's Credit Suisse Experience November 2001 - October 2013
Job Securities Lending at Janney Montgomery Scott LLC
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - April 2015
Credit Suisse November 2001 - October 2013
Pershing, Division of Donaldson, Lufkin & Jenrette Securities Corporation 1991 - November 2001
Skills
Relationship Management, Trading, Optimization, Strategic Partnerships, Securities Lending, Prime Brokerage, ETFs, Hedge Funds, Financial Services, Investment Banking, Derivatives, Private Banking, Financial Modeling, Capital Markets, Middle Office, Bloomberg, Structured Products, Financial Markets, Equities, Equity Derivatives, Securities
Education
Pace University
Accounting and Finance
Culinary Institute of America
JPMorgan Chase & Co. January 2015 - April 2015
Credit Suisse November 2001 - October 2013
Pershing, Division of Donaldson, Lufkin & Jenrette Securities Corporation 1991 - November 2001
Skills
Relationship Management, Trading, Optimization, Strategic Partnerships, Securities Lending, Prime Brokerage, ETFs, Hedge Funds, Financial Services, Investment Banking, Derivatives, Private Banking, Financial Modeling, Capital Markets, Middle Office, Bloomberg, Structured Products, Financial Markets, Equities, Equity Derivatives, Securities
Education
Pace University
Accounting and Finance
Culinary Institute of America
Kristeen Mehta's Credit Suisse Experience September 2003 - Present
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse September 2003 - Present
Skills
Equity Derivatives, Derivatives, Structured Products, Valuation, Equities, Investment Banking
Education
Pace University 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Credit Suisse September 2003 - Present
Skills
Equity Derivatives, Derivatives, Structured Products, Valuation, Equities, Investment Banking
Education
Pace University 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Edward Lio's Credit Suisse Experience March 1997 - June 2011
Job SVP, Head of Business Audit
Industry Investment Banking
Experience
Mitsubishi UFJ Trust & Banking Corporation April 2014 - Present
RBS Markets and International Banking June 2011 - May 2014
Credit Suisse March 1997 - June 2011
Morgan Stanley May 1993 - March 1997
Skills
Certified Public..., Capital Markets, Corporate Finance, Financial Modeling, Financial Analysis, Financial Risk, Financial Reporting, Investment Banking, Derivatives, Equities, Hedge Funds, Banking, Risk Management
Education
Pace University - Lubin School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Public Accountancy
Mitsubishi UFJ Trust & Banking Corporation April 2014 - Present
RBS Markets and International Banking June 2011 - May 2014
Credit Suisse March 1997 - June 2011
Morgan Stanley May 1993 - March 1997
Skills
Certified Public..., Capital Markets, Corporate Finance, Financial Modeling, Financial Analysis, Financial Risk, Financial Reporting, Investment Banking, Derivatives, Equities, Hedge Funds, Banking, Risk Management
Education
Pace University - Lubin School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Public Accountancy
Bernard Russo's Credit Suisse Experience 1995 - October 1997
Job Vice President Planning & Analysis at Prudential Financial
Industry Financial Services
Experience
Prudential Financial October 2007 - Present
Prudential Financial March 2006 - October 2007
Prudential Financial October 1999 - March 2006
Prudential Financial October 1997 - October 1999
Credit Suisse 1995 - October 1997
Credit Suisse 1992 - 1995
Credit Suisse 1988 - 1992
Skills
CPA, Series 27 FINOP, Financial Analysis, Strategic Financial..., Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Finance, Accounting, Due Diligence, Auditing, Mergers & Acquisitions, Internal Audit, Corporate Finance, Financial Accounting, US GAAP, Managerial Finance, SEC filings, GAAP, Forecasting, Tax, Financial Planning
Education
Pace University - Lubin School of Business 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Pace University - Lubin School of Business 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Prudential Financial October 2007 - Present
Prudential Financial March 2006 - October 2007
Prudential Financial October 1999 - March 2006
Prudential Financial October 1997 - October 1999
Credit Suisse 1995 - October 1997
Credit Suisse 1992 - 1995
Credit Suisse 1988 - 1992
Skills
CPA, Series 27 FINOP, Financial Analysis, Strategic Financial..., Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Finance, Accounting, Due Diligence, Auditing, Mergers & Acquisitions, Internal Audit, Corporate Finance, Financial Accounting, US GAAP, Managerial Finance, SEC filings, GAAP, Forecasting, Tax, Financial Planning
Education
Pace University - Lubin School of Business 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Pace University - Lubin School of Business 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.