Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
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15,336 Credit Suisse employees in database. Find out everything there's to know about Credit Suisse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse Employees
Daiwa Capital Markets January 2011 - Present
Deutsche Bank August 2005 - December 2010
Credit Suisse August 2003 - July 2005
Skills
AML, Bloomberg, Trading, Financial Markets, Reconciliations, Account Reconciliation, Securities, FINRA, Financial Services, Financial Risk
Education
City University of New York-Baruch College 1988 — 1992
Bachelor's, Business Administration
Baruch College
B.A, Human Resources
GCM Grosvenor November 2014 - Present
Credit Suisse January 2007 - November 2014
Evercore Partners September 2004 - December 2006
Resurgence Asset Management LLC February 2003 - September 2004
KPMG September 1997 - January 2003
Skills
Investments, Private Equity, Tax, Accounting, Hedge Funds, Financial Analysis, Asset Management, Mutual Funds
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA)
Sidoti & Company, LLC May 2007 - Present
RateFinancial November 2001 - April 2007
Credit Suisse September 1996 - October 2001
Standard & Poor's 1986 - 1987
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Governance, Equity Research, Equities, Capital Markets, Investments, Equity Valuation, Securities, Alternative Investments, Bloomberg, Asset Management, Portfolio Management
Education
Baruch College 1983 — 1986
Master of Business Administration (M.B.A.), Finance, General
Dartmouth College 1977 — 1981
A.B., Government
Credit Suisse March 2015 - Present
Credit Suisse July 2013 - March 2015
Credit Suisse November 2012 - July 2013
UBS Investment Bank June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Enterprise Holdings March 2010 - July 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Mac, Leadership, Market Research, Marketing, Financial Analysis, Management, Time Management, Microsoft Office, Access, Teamwork, Outlook, Public Speaking, Finance
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Goldman Sachs August 2015 - Present
Credit Suisse March 2013 - August 2015
Credit Suisse July 2012 - March 2013
Financial Women's Association 2013 - 2013
Credit Suisse February 2012 - July 2012
NYSE Euronext September 2011 - December 2011
Credit Suisse June 2011 - August 2011
Bloomberg January 2011 - April 2011
Baruch College September 2010 - December 2010
CUNY Institute for Software Design April 2010 - August 2010
Skills
Project Management, Strategy, Leadership, Business Strategy, Program Management, Mentoring, SharePoint, Marketing Communications, Management Consulting, Business Transformation, Consulting, Strategic Consulting
Education
Baruch College, City University of New York (CUNY) 2009 — 2012
BBA, Computer Information Systems
DePuy Synthes - Johnson & Johnson January 2013 - Present
Maple Tree Construction Inc. August 2008 - December 2011
Credit Suisse May 2000 - August 2008
Skills
Chinese, Microsoft Excel, Microsoft Word, PowerPoint, Access, PeopleSoft Financial, SAP, Hyperion HFM, Loan IQ, QuickBooks, Metric Stream, Blackline, Peachtree, ADAC, NTPA, Bravo, Ariba
Education
Baruch College, City University of New York (CUNY) 1991 — 1996
Bachelor of Business Administration (BBA), Accounting
Credit Suisse September 2015 - Present
Accenture March 2013 - March 2015
Citi August 2011 - March 2013
Credit Suisse July 2007 - July 2011
Western Asset Management May 2006 - July 2007
Kraftworks Advertising July 2004 - June 2005
Turner Construction Company July 2002 - July 2004
Currenex, Inc. April 2000 - August 2001
Skills
Project Management, Space Planning, Space-planning, Program Management, Construction Management, Flexible Working, Project Implementation, Strategy Development, Data Analysis, Flexible Schedule, Change Management, Space Management, Vendor Management, Strategy, Business Process..., Management, Project Planning, Business Analysis, Cross-functional Team..., Alternative Workplace..., Portfolio Management, Project Portfolio..., SDLC, Outsourcing, Strategic Planning, Consulting
Education
University of Wisconsin-Madison - School of Business
Bachelor of Business Administration (BBA), Marketing
City University of New York-Baruch College - Zicklin School of Business
MBA-Full Time Honors Program, International Business
University of Wisconsin-Madison
Bachelor of Business Administration (B.B.A.), Marketing
BNP Paribas September 2013 - Present
Credit Suisse August 2011 - July 2013
Morgan Stanley Smith Barney June 2008 - July 2011
Eagle Ridge Capital June 2002 - April 2008
Skills
Trading, Market Data, Equities, Fixed Income
Education
Baruch College 1998 — 2002
BS, Computer Science
Apple April 2015 - Present
Best Western International April 2012 - Present
Armani Exchange May 2009 - November 2012
UBS January 2011 - May 2011
Credit Suisse July 2006 - September 2006
Credit Suisse July 2005 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Investments, Accounting, Banking, Teamwork, Social Media, Retail, Leadership, Customer Service
Education
Baruch College 2011 — 2013
BBA, Finance and Investments
LaGuardia Community College 2010 — 2011
A.S., Accounting
PwC September 2014 - Present
Crowe Horwath LLP January 2014 - September 2014
Credit Suisse November 2012 - December 2013
Goldstein Capital Corp. August 2012 - November 2012
Columbia University June 2012 - July 2012
Skills
QuickBooks, Bloomberg, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Philosophy
Colegio de España 2013 — 2013
Spanish Culture and Elementary Spanish (Winter 2012-2013)
Credit Suisse August 2015 - Present
Island Rock Gym, Inc. February 2007 - Present
Island Rock Gym, Inc. January 2005 - February 2007
Island Rock Gym, Inc. November 1999 - January 2005
Skills
Strategic Planning, Business Strategy, Fundraising, Marketing Strategy, Communication, Business Decision Making, Business Development, Customer Service, Business Analysis, Problem Solving, Management, Microsoft Office, Sales Management, Operations Management, Team Building, Training, Leadership
Education
City University of New York-Baruch College 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Queen's College 2008 — 2011
Bachelor's degree, Economics, Political Science
Credit Suisse July 2014 - Present
Credit Suisse January 2014 - July 2014
CUNY Bronx Community College September 2013 - December 2013
CUNY Bronx Community College September 2012 - December 2012
Skills
Economics, French, Data Analysis, Research, Microsoft Excel, PowerPoint, Microsoft Office, Statistics, Public Speaking, Stata, Spanish, Financial Analysis, Microsoft Word, Analysis, Econometrics, Teaching, SPSS, Customer Service, English, Leadership
Education
City University of New York-Baruch College 2013 — 2015
Bachelor of Business Administration (BBA), Economics
CUNY Bronx Community College 2011 — 2012
Complete a series of courses towards Associate Degree, Business Administration and Management, General
Gen II Fund Services, LLC February 2014 - Present
Credit Suisse December 2000 - February 2014
Anchin, Block & Anchin LLP November 1998 - December 2000
Skills
Portfolio Management, Capital Markets, Fixed Income, Equities, Asset Management, Valuation, Financial Modeling, Financial Analysis, Alternative Investments, Financial Reporting, Hedge Funds, Investment Banking, Private Equity, Banking, Derivatives
Education
City University of New York-Baruch College 2005 — 2009
Master of Business Administration (MBA), Finance, General
Binghamton University - School of Management 1994 — 1998
Bachelor of Science (BS), Accounting
Healthfirst February 2014 - Present
Merrill Lynch May 2013 - December 2013
Credit Suisse February 2008 - April 2013
Microsoft August 2006 - July 2007
Integ Enterprise Consulting December 2003 - July 2006
City of New York March 2002 - November 2003
Baruch College January 2001 - March 2002
NIIT Limited August 1999 - December 2000
Skills
VBScript, Servers, Active Directory, Windows Server, IIS
Education
Baruch College, City University of New York (CUNY) 2001 — 2002
MS, Computer Information Systems
Institute of Business Administration, DU 1997 — 1998
MBA, Marketing
Chartis Insurance September 2009 - October 2010
KPMG June 2008 - April 2009
KPMG June 2007 - August 2007
Citi Private Equity Services Inc September 2006 - May 2007
Credit Suisse May 2006 - August 2006
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Accounting
TBC Commodities Trading Inc. 2012 - Present
CA Technologies 2009 - 2011
Alliance Bernstein 2001 - 2009
Credit Suisse 1994 - 2001
Morgan Stanley 1989 - 1994
Education
City University of New York-Baruch College
MBA- Finance
Cornell University
Credit Suisse July 2013 - Present
J.P. Morgan March 2012 - May 2013
Credit Suisse May 2012 - August 2012
Zicklin School of Business April 2011 - March 2012
Skills
Database Administration, Computer Hardware, Bloomberg Terminal, Troubleshooting, Equities, System Administration, Financial Modeling, Bloomberg, Trading, Fixed Income, Hedge Funds
Education
Baruch College 2008 — 2013
BBA, Finance, General
Stuyvesant High School
JPMorgan Chase & Co. April 2015 - Present
Van Eck Global August 2010 - March 2015
Credit Suisse February 2009 - May 2009
Smith Barney Citigroup May 2008 - August 2008
The Besen Group, LLC March 2007 - December 2007
Skills
Hedge Funds, Mutual Funds, Fixed Income, Derivatives, Bloomberg, Equities, Investments, Financial Analysis, Capital Markets, Emerging Markets, Securities, Asset Management, Portfolio Management, Chess
Education
City University of New York-Baruch College 2005 — 2010
BBA, Finance and Investments
Georgian Technical University 2001 — 2004
BBA, Finance and Banking
Citi February 2015 - Present
Citi February 2011 - Present
Credit Suisse July 2010 - January 2011
Time Warner Inc. May 2006 - December 2008
Time Warner Inc. January 2003 - June 2006
Time Warner Inc. January 2001 - December 2003
Time Warner Inc. May 1998 - December 2001
Deloitte Consulting February 1994 - April 1998
JP Morgan Chase 1989 - 1994
Skills
PMO, Business Intelligence, SDLC, Offshoring, Strategic Planning
Education
Baruch College, City University of New York (CUNY) 1986 — 1989
BBA, Finance and Investments
Lehman Brothers Holdings Inc. March 2009 - December 2014
LAMCO LLC July 2010 - December 2012
Alvarez & Marsal March 2009 - June 2010
JPMorgan 2008 - 2009
Bear Stearns August 2007 - March 2008
Credit Suisse March 2005 - August 2007
UBS Investment Bank January 2002 - March 2005
Arthur Andersen July 1999 - January 2002
Summit Systems December 1996 - June 1999
Skills
Portfolio Management, Financial Risk, Fixed Income, Management Consulting, Finance, Capital Markets, Risk Management, Derivatives, Financial Services, Hedge Funds, Asset Management, Management, Strategy, Business Intelligence, Business Analysis, Asset Managment, Financial Modeling, Private Equity, Investment Banking, Structured Products, Valuation, Trading, FX Options, Securities, Trading Systems, Due Diligence, Credit, Equities
Education
Baruch College, City University of New York (CUNY)
MBA, Investment Analysis & Corporate Finance
New York University
BA, Biology
Credit Suisse January 2011 - Present
Credit Suisse January 2008 - December 2010
Credit Suisse May 2006 - December 2007
Credit Suisse May 2003 - April 2006
Thomson Reuters 2002 - 2003
Skills
Options, Volatility, Equities, Futures, Trading, Electronic Trading, Bloomberg, High Net Worth..., Wealth Management..., Investments, Factset, P&L, Financial Reporting, Performance Reporting, Charles River IMS, Superior Client Service, Marketing, Due Diligence, Multi Tasking, Project Management, Problem Solving, Business Ethics, Fixed Income, Portfolio Management, Asset Managment, Credit Derivatives, Hedge Funds, Structured Products, Product Control, Swaps, Prime Brokerage, Investment Banking, Income Statement, Derivatives, Middle Office, Capital Markets, Trading Systems, Equity Derivatives, Securities, Private Banking, Market Data, Alternative Investments, Financial Markets, Finance, Asset Management, Client Services
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance & Investments
Centerbridge Partners April 2015 - Present
Citi June 2013 - April 2015
Credit Suisse November 2012 - June 2013
Merrill Lynch September 2012 - November 2012
J.P. Morgan June 2012 - August 2012
UBS September 2011 - December 2011
New York Life Insurance Company May 2011 - August 2011
Orange and Rockland Utilities, Inc. Con Edison July 2008 - August 2008
Skills
Financial Analysis, Investments, Access, Accounting, Banking, Investment Banking, Equities, Bloomberg Terminal, Fixed Income, Social Media, Analysis, Bloomberg, Wealth Management, Microsoft Excel, Auditing, PowerPoint, Strategy, Tax, Private Equity, Finance, Outlook, Financial Modeling, Leadership
Education
Yale University - Yale School of Management 2014 — 2014
Pre MBA Program Certificate
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Finance, Computers Information Systems, Interdisciplinary Skills of New York
Zurich University of Applied Science 2012 — 2012
School of Management and Law, Banking, Corporate, Finance, and Securities Law
EIS Group Ltd December 2011 - Present
MetLife Alico August 2011 - December 2011
Iron Mountain March 2010 - May 2011
2009 FREEDOM OSS August 2009 - November 2009
Credit Suisse October 2007 - July 2009
UBS Investment Bank April 2007 - October 2007
2006 SOFTERWARE INC August 2006 - November 2006
2006 INSURANCE SERVICES OFFICES, INC August 2004 - August 2006
Penn Mutual November 2000 - July 2004
Skills
Business Analysis, Derivatives, Business Intelligence, Data Analysis, Product Management, Risk Management, Requirements Analysis, Business Process, Testing, Access, Analysis, CRM, SDLC, Requirements Gathering, Software Documentation, Business Requirements, Databases, Market Research
Education
Baruch College 1999 — 2004
BBA, Finance
Zicklin School of Business, Baruch College, CUNY 1999 — 2004
BBA, Finance/Marketing
Brooklyn Tech HS
Nasdaq June 2015 - Present
Thomson Reuters March 2011 - June 2014
Thomson Reuters January 2009 - March 2011
Thomson Financial January 2007 - December 2008
Thomson Financial January 2001 - December 2006
Federated Investors May 1995 - August 1999
Brown Brothers Harriman May 1994 - May 1995
Credit Suisse January 1992 - May 1993
Westinghouse Electric Company September 1989 - June 1991
Skills
Quantitative Analytics, Account Management, New Business Development, Business Strategy, Salesforce.com, Emerging Markets, Business Analysis, Capital Markets, Equities, Market Data, Leadership, Solution Selling, Customer Retention, Enterprise Software, Sales Presentations, Quantitative Investing, Mechanical Engineering, Mathematical Analysis, Power Generation, Risk Management, Financial Markets, Trading Systems, Fixed Income, Electronic Trading, FX Options, Relationship Management, Derivatives
Education
Baruch College 1991 — 1993
MBA, Finance
SUNY Stony Brook 1984 — 1989
BE, Mechanical Engineering
MUFG Union Bank 2014 - Present
RTX Solutions Inc. 2000 - Present
Citi 2014 - 2014
Credit Suisse 2012 - 2014
Northrop Grumman Corporation 2011 - 2012
Bank of America 2010 - 2010
Morgan Stanley 2003 - 2009
Goldman Sachs 2003 - 2003
PepsiCo 2000 - 2002
Kraft Foods 1995 - 2000
Skills
Business Analysis, SDLC, Vendor Management, Governance, Integration, Program Management, Risk Management, Business Intelligence, Management Consulting, Requirements Analysis, Cross-functional Team..., ITIL, CRM, Process Improvement, Outsourcing, Business Strategy, Business Process Design, Process Management, IT Strategy, Data Analysis, Executive Management, Change Management, Sarbanes-Oxley Act, Risk Control &..., Enterprise Supplier..., Software Development, Project Management, Enterprise Software, Data Warehousing, Project Portfolio..., Business Transformation, Strategic Negotiations, Re-engineering, Gap Analysis, IT Outsourcing, Back Office Technology, IT Management, Application Development, Systems Analysis, Regulatory Reporting, Basel II, Risk Mitigation, Software Project..., Cross Functional Team..., Resource Management, Agile & Waterfall..., Risk Registers, Issue Remediation, Management, Business Process
Education
City University of New York-Baruch College
MBA
Collabnet
New York Institute of Finance
New York University
PMBOK® areas of knowledge
Rutgers, The State University of New Jersey-New Brunswick
BA
Strategic Partners Fund Solutions, A Blackstone Affiliate August 2013 - Present
Credit Suisse March 2008 - August 2013
Citi March 2003 - January 2008
Steinberg and Komendant CPA's January 2001 - January 2003
Skills
Private Equity, Banking
Education
Baruch College
Accounting
Credit Suisse February 2015 - Present
Barclays Investment Bank June 2014 - February 2015
111 Corona Discount Store December 2003 - December 2014
Golden Key International Honour Society, Baruch College Chapter June 2013 - June 2014
Northern Manhattan Improvement Corporation March 2014 - May 2014
Human Administration Resources of New York City July 2012 - 2012
Department of City Administrative Services June 2011 - August 2011
Salcedo Multi-services March 2011 - May 2011
YMCA June 2006 - August 2006
Skills
Accounting, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Public Speaking, Teamwork, Analysis, Data Entry, Social Networking, Event Planning, Financial Analysis, Customer Service, Social Media, Fundraising, Digital Photography, Poetry, Customer Experience, Spreadsheets, Customer Relations, Tax, Non-profits, Organizing, Auditing, General Ledger, Research, Management, Time Management, Tax Documentation, FATCA, Dodd-Frank, Government Regulation, Investment Banking, CRM, Inspiring Leadership, Motivational Speaking, Student Mentor, Vlookup, Pivot Tables
Education
City University of New York-Baruch College 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Baruch College/CUNY
Bachelor, Business Administration; Accounting
Queens College
Accounting
Credit Suisse January 2011 - Present
Credit Suisse January 2010 - December 2010
Credit Suisse January 2007 - December 2009
Credit Suisse January 2005 - December 2006
Smith Barney September 2004 - December 2004
Associação Brasileira dos Criadores de Zebu May 1991 - November 1996
Skills
Equities, Securities, Loans, Finance, Mortgage Lending, Investments, Fixed Income, Cash Management, Financial Services, Capital Markets, Derivatives, Investment Banking, Portfolio Management, Banking, Financial Risk, Trading, Funding, Hedge Funds, Loan Origination, Structured Products, Middle Office, Financial Analysis, Structured Finance, Securitization, Credit Risk, Financial Markets, Asset Management, Residential Mortgages, Collateral Management, Financial Structuring, Corporate Finance, Loan Servicing, Bonds, Back Office, Risk Management, ABS, Account Reconciliation, Asset Allocation, MBS, Accounting, Mortgage Banking, PeopleSoft, Community Outreach, Event Planning, Leadership, Strategy, Management Consulting, Public Relations, Social Media, Nonprofits
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
BBA, Finance and Investments
Pontifícia Universidade Católica de Minas Gerais 1995 — 1996
BA, Economics
MetLife July 2011 - Present
Liberty Mutual Insurance May 2008 - March 2011
Credit Suisse July 2007 - March 2008
Citi July 2004 - March 2006
Citi August 2003 - July 2004
Citi September 1999 - August 2003
Bear Stearns Securities Corp. August 1998 - September 1999
Skills
Account Reconciliation, Financial Modeling, Forecasting, Finance, Financial Reporting, Analysis, Variance Analysis, Management, Internal Audit, Financial Analysis, Business Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 1992 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
Credit Suisse August 2015 - Present
Scott L. Sherman & Associates, P.C. February 2014 - August 2015
NYLS Securities Arbitration Clinic April 2013 - August 2014
New York Law School June 2013 - June 2014
Louis Vuitton North America, Inc. May 2013 - August 2013
Lax & Neville LLP July 2009 - December 2012
U.S. Department of State August 2008 - January 2009
Carl Lamb & Associates 2008 - 2009
Skills
Legal Research, Westlaw, Legal Writing, Policy Analysis, Public Policy, Civil Litigation, International Law, Commercial Litigation, Litigation, Corporate Law, Appeals, Intellectual Property, Mediation, Copyright Law, Administrative Law, Arbitration, Securities Regulation, Employment Law, Lexis, LexisNexis
Education
New York Law School 2012 — 2014
Doctor of Law (J.D.)
Baruch College 2009 — 2011
Master of Public Administration (MPA), Specialization in Policy Analysis and Evaluation
Indiana University Bloomington 2005 — 2009
Bachelor's Degree, Economics, International Relations, Political Science, Spanish, Psychology
Universidad de Sevilla 2007 — 2008
Spanish, Economics, International Relations
Ward Melville High School
Credit Suisse July 2014 - Present
TD August 2010 - July 2014
Bank of Tokyo-Mitsubishi UFJ April 2008 - August 2010
Lehman Brothers January 2007 - April 2008
Skills
Risk Management, Enterprise Risk..., Market Risk, Derivatives
Education
Baruch College, City University of New York (CUNY)
North Carolina Department of Health and Human Services April 2015 - Present
Kangaroo Express, an operating trade name of The Pantry, Inc. March 2013 - March 2015
Credit Suisse August 2011 - March 2013
The Bank of New York Mellon March 2008 - September 2011
Steinberg, Steckler & Picciurro CPAs July 2003 - March 2008
Skills
Bloomberg, Financial Analysis, Equities, Fund Accounting, Fixed Income, Hedge Funds, Bloomberg Terminal, Investments, Derivatives, CDS, Alternative Investments, ETFs, Swaps, Mutual Funds, Account Reconciliation, Credit Derivatives
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
Binghamton University 1999 — 2003
Bachelor of Science, Economics
Syosset High School
Credit Suisse February 2010 - Present
Wedbush Securities June 2009 - January 2010
Citi March 2000 - June 2009
Cowen and Company December 1988 - March 2000
Skills
Portfolio Management, Equity Research, Investment Banking, Equities, Capital Markets, Financial Modeling, Investments, Valuation, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Emerging Markets
Education
Baruch College 1984 — 1987
Bachelor of Business Administration (BBA), Finance & Investments
Credit Suisse August 2014 - Present
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - August 2011
UBS Wealth Management August 2010 - December 2010
CMR & Associates June 2010 - August 2010
Apartment 48, Inc. July 2007 - August 2010
NYC Guitar School February 2006 - August 2009
Skills
Guitar, Financial Services, Music, Economics, Microsoft Excel, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
BBA, Finance, English Literature
City University of New York-Hunter College 2003 — 2008
BA, Music
Nomura Securities November 2013 - Present
Credit Suisse May 2005 - October 2013
Mellinnium Partners April 2001 - April 2005
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Accountancy
bioMerieux April 2015 - Present
bioMerieux April 2014 - April 2015
bioMerieux April 2013 - April 2014
bioMerieux July 2011 - April 2013
Credit Suisse July 2008 - July 2011
Bear Stearns June 2007 - June 2008
Education
University of North Carolina 2009 — 2011
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Finance
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance
Neuberger Berman May 2012 - Present
Credit Suisse May 2006 - April 2012
Skills
Equities
Education
Baruch College 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Blue Cross Blue Shield of Michigan May 2014 - Present
SS&C GlobeOp March 2011 - May 2014
McLagan September 2010 - March 2011
Susquehanna International Group October 2009 - September 2010
Credit Suisse April 2009 - September 2009
Barclays Capital October 2008 - January 2009
Lehman Brothers July 2003 - October 2008
Education
Baruch College 2006 — 2010
MBA, FINANCE
Stony Brook University 1998 — 2003
Bachelors, Business Mgmt / Economics
Rosacea Care April 2001 - Present
Iredale Mineral Cosmetics 1995 - 2014
Trobriand Music Company 2000 - 2013
Credit Suisse December 1999 - August 2001
Skills
Cosmetics, Beauty Industry, Skin Care, Microsoft Office, Sales Management, Product Development, Consumer Products, Competitive Analysis, Retail, Sales, Personal Care, Fragrance, Wellness, Aesthetics, Marketing Strategy, Brand Management, Advertising, Merchandising, Spa
Education
Baruch College 1997 — 1999
MBA, Finance
Moscow Bolshoi Ballet Academy
Bachelor of Arts (BA)
Credit Suisse August 2008 - Present
Tommy Hilfiger April 2007 - February 2010
Barnes & Noble December 2005 - April 2007
Avon Products, Inc. 2005 - 2006
Skills
Project Management, Performance Management, Business Analysis, SDLC, Program Management, Vendor Management, Employee Relations, Recruiting, Investment Banking, Personnel Management, Risk Management, Change Management, Human Resources, Leadership
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
MS, HR/Labor Relations
City University of New York-Hunter College 1996 — 2001
BA, Sociology
People's United Bank October 2013 - Present
Marathon Bank April 2011 - January 2013
Credit Suisse May 2003 - October 2010
UBS January 2002 - January 2003
Merrill Lynch January 1999 - January 2002
Marathon Bank January 1996 - January 1999
Skills
Underwriting, Due Diligence, Asset, Strategic Planning, Project Management, Warehousing, Risk Management, Microsoft Excel, Credit Risk, Credit, Loans, Banking, Financial Modeling, Portfolio Management, Fixed Income, Investment Banking, Securitization, Financial Analysis, Corporate Finance, Securities, Equities, Commercial Mortgages, Finance, Funding, Credit Analysis, Loan Servicing, Commercial Lending, Financial Risk, Financial Services, Commercial Banking, Cash Management, Capital Markets, Loan Origination, Financial Structuring, Operational Risk
Education
Regis University 1999 — 2002
MBA, Management
Baruch College, City University of New York (CUNY) 1991 — 1996
BA, IO Psychology
Phil Romm Consulting 2014 - Present
Animal Emergency & Referral Associates July 2012 - November 2013
Majesco Entertainment August 2011 - April 2012
P&G Associates October 2010 - August 2011
Barclays Capital June 2007 - June 2009
Credit Suisse December 2006 - February 2007
The Conti Group July 2006 - October 2006
Hess Corporation June 2004 - June 2006
The Bank of New York September 1998 - June 2004
Skills
Human Resources, Recruiting, Talent Management, Employee Relations, Strategy, Management, Personnel Management, Program Management, Labor Relations, SDLC, Budgets, Time Management, Access, Onboarding, Talent Acquisition, Applicant Tracking..., Benefits Administration, Career Development, Change Management, Coaching, College Recruiting, Conflict Resolution, Deferred Compensation, Employee Benefits, Employee Engagement, Employment Law, Executive Management, Executive Search, HR Consulting, HR Policies, HRIS, Healthcare, Hiring, Interviews, Leadership, Leadership Development, New Hire Orientations, Payroll, Organizational..., Performance Management, Sourcing, Strategic Planning, Retail, Succession Planning, Temporary Placement, Technical Recruiting, Workforce Planning, Training
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
Masters of Science, Industrial Labor Relations
Columbia University in the City of New York 1998 — 2000
MA, Liberal Studies
University of Rochester 1993 — 1997
Bachelor of Arts, Political Science
Oracle Corporation February 2010 - Present
Sun Microsystems May 2008 - February 2010
Mycroft, Inc. July 2000 - May 2008
Independant Contractor November 1999 - July 2000
Credit Suisse First Boston 1993 - 1999
Credit Suisse 1993 - 1999
Skills
Siteminder, Weblogic, Enterprise Architecture, Federation, Solaris, Cloud Computing, Information Security, Oracle Identity Manager, IT Strategy, Virtualization, LDAP, Identity Management
Education
Baruch College, City University of New York (CUNY)
MBA, Computer Information Systems
PS 200
Stony Brook University
BA, Italian Language and Literature, Economics
CA Technologies December 2013 - Present
Signal Hill Capital August 2010 - December 2011
Updata Advisors June 2009 - July 2010
Updata Advisors October 2006 - June 2009
Updata Advisors April 2004 - September 2006
Broadview International September 1999 - June 2001
Credit Suisse October 1998 - May 1999
Skills
Investment Banking, M&A experience, Marketing, Private Equity, Sell Side, IPO, Valuation, Private Placements, Strategy, Trading, Mergers & Acquisitions, Due Diligence, Corporate Finance, Equities, Venture Capital, Financial Modeling, Equity Research, Market Analysis, Analysis, Telecommunications, Capital Markets, Mergers, Financial Analysis
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
London Business School 2009 — 2011
MBA
Baruch College, City University of New York (CUNY) 2003 — 2004
MS
The University of Chicago 1994 — 1998
BA
Morgan Stanley Smith Barney 2009 - Present
Citigroup 2006 - Present
Credit Suisse 2004 - 2006
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, CIS/Finance
Credit Suisse July 2010 - Present
Morgan Stanley September 2009 - July 2010
Credit Suisse April 2007 - September 2009
BMO Capital Markets June 2005 - March 2007
Incepta Group 2000 - 2005
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Due Diligence, Corporate Development, Mergers & Acquisitions, Negotiation, Private Equity, corporate finance, Strategic Planning, Financial Analysis, Corporate Finance, Equities
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance
Citi October 2013 - Present
Citi September 2011 - October 2013
Deutsche Bank January 2011 - September 2011
AXA Equitable September 2008 - January 2011
Morgan Stanley August 2007 - May 2008
Morgan Stanley August 2006 - August 2007
Baruch College January 2004 - May 2006
Credit Suisse May 2005 - August 2005
Skills
Training, Organizational..., Team Building, Public Speaking, E-Learning, PeopleSoft, Talent Management, Microsoft Office, New Hire Orientations, Editing, Employee Engagement, Leadership Development, Change Management, Instructional Design, HRIS, Workshop Facilitation, Coaching, Needs Analysis
Education
Teachers College, Columbia University 2009 — 2011
Master of Arts, Adult Learning and Leadership
Baruch College, City University of New York (CUNY) 2002 — 2006
B.B.A., Industrial & Organizational Psychology
Barclays Investment Bank October 2011 - Present
Morgan Stanley June 2010 - October 2011
Credit Suisse April 2007 - June 2010
Skills
Fixed Income, Investment Banking, Derivatives, Equities, Capital Markets, Banking, Portfolio Management, Bloomberg, Hedge Funds, Financial Modeling, Trading Systems, Valuation, Risk Management, Credit Risk, Private Banking
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
New York University
Master of Business Administration (MBA), Finance and Financial Management Services
Dealertrack Technologies March 2014 - Present
Barclays Capital January 2004 - February 2014
Barclays Capital March 2001 - December 2003
Credit Suisse 1999 - January 2001
Skills
Active Directory, IT Operations, Messaging, IT Service Management, Blackberry Enterprise..., ITIL, Windows Server, Disaster Recovery, Citrix, IT Management, Servers, Directory Services, Microsoft Exchange, Incident Management, VMware
Education
University of Phoenix
Baruch College, City University of New York (CUNY) 1997 — 2001
Bank of America December 2012 - Present
Credit Suisse March 2008 - November 2012
Citigroup July 2007 - March 2008
Infosys Technologies Ltd. July 2000 - July 2007
Skills
Derivatives, Fixed Income, Business Analysis, Investment Banking, Equities, SDLC, Project Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Finance
Bengal Engineering and Science University, Shibpur 1996 — 2000
BE, Mechanical
Credit Suisse August 2003 - Present
Aspen Graphics June 1999 - 2003
Skills
Equities, Electronic Trading, Sybase, Trading Systems, Fixed Income, Business Analysis, Financial Markets, Banking, Trading, SDLC, Equity Trading, Capital Markets, Management, Investment Banking
Education
City University of New York-Baruch College 2009 — 2011
Certificate in Project Management
Marist College 1994 — 1998
Bachelor of Science (BS) International Business and Finance
Balyasny Asset Management April 2009 - Present
AllianceBernstein 2005 - November 2008
Credit Suisse 2000 - 2004
Bayer Diagnostics 1998 - 2000
IBM T.J Watson Research 1996 - 1998
CSX Transportation 1994 - 1996
Skills
Quantitative Finance, Electronic Trading
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
MS, Financial Engineering
Baruch College, City University of New York (CUNY) 2004 — 2009
MBA, Finance
Florida Institute of Technology 1991 — 1994
HSBC January 2013 - Present
Moody's Investors Service August 2012 - December 2012
Deutsche Bank March 2012 - July 2012
Nomura Securities 2010 - March 2012
Resources Global Professionals 2008 - 2010
Nomura Securities April 2005 - 2008
Atlantic Bank of New York November 2003 - April 2005
JB Consulting June 2001 - November 2003
Credit Suisse First Boston March 1997 - June 2001
Credit Suisse 1997 - 2001
Skills
Financial Analysis, Risk Management, Derivatives, Financial Risk, Finance, Fixed Income, Equities, Internal Controls, Sarbanes-Oxley Act, Capital Markets, Business Analysis, Banking, Internal Audit, Auditing, Accounting, General Ledger
Education
Baruch College, City University of New York (CUNY) 1984 — 1986
Cornell University 1979 — 1981
BS, Business Administration / Accounting
Prudential Financial December 2014 - Present
Citi 2012 - 2013
Morgan Stanley 2010 - 2012
Morgan Stanley 2007 - 2010
Credit Suisse 2005 - 2006
Morgan Stanley 2000 - 2005
The Pacesetter Group 1999 - 2000
Rosenbluth International 1997 - 1999
Skills
Program Management, Management, Change Management, Capital Markets, Derivatives, Equities, Operational Risk, Risk Management, Operational Risk..., Securities, Fixed Income, Investment Banking, Management Consulting, Business Continuity, Business Continuity..., Business Resilience, Business Process..., Crisis Management, Leadership, Strategic Planning, Team Building, Cost Reduction..., Internal Controls, Business Performance..., Strategic Partnerships, Strategy, Financial Risk
Education
Baruch College, City University of New York (CUNY)
BA, English
Baruch College, City University of New York (CUNY)
BBA, Computer Information Systems
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Business Administration and Management, General
The MathWorks 2012 - Present
Wellington Management 2005 - 2012
Boston Consulting Group 2004 - 2005
Credit Suisse 1996 - 2004
United Jewish Appeal 1995 - 1996
Skills
Financial Analysis, Investments, Finance, Financial Modeling, Project Management, Strategic Planning, Asset Managment, Financial Services, Bloomberg
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
MBA, Marketing
Touro College 1993 — 1996
Bachelor of Science (BS), Accounting and Finance
Kaminetz
Lockheed Martin
Mercaz
Financial Industry Regulatory Authority March 2006 - Present
UBS September 1998 - February 2006
Credit Suisse May 1994 - September 1998
Prudential Securities September 1993 - April 1994
Merrill Lynch June 1982 - September 1993
Skills
FINRA, Capital Markets, Securities Regulation, Securities, Financial Services, AML, Equities, Mutual Funds, Risk Management, Series 7, Fraud, Hedge Funds, Due Diligence, Executive Management, SEC, Series 24, Anti Money Laundering, Series 63, Compliance Oversight
Education
City University of New York-Baruch College 1977 — 1981
Bachelor of Business Administration (BBA), Finance and Investments
Morgan Stanley August 2012 - Present
Credit Suisse March 2010 - August 2012
Credit Suisse August 2005 - March 2010
CPA firms & Private Companies August 1997 - August 2005
Skills
Avdanced Excel user, Essbase, Investment Banking, Access, PeopleSoft, Project Coordination, CPA, Clarity, Business Objects, Microsoft Excel, General Ledger, Consolidation, Accounting, Financial Modeling, Financial Accounting, Variance Analysis, VBA, Hyperion Enterprise, Financial Reporting, Fixed Income, Corporate Finance, Forecasting, Business Analysis, Product Control, Strategic Financial..., Mergers, Bloomberg, Account Reconciliation, Finance, Derivatives, Equities, Financial Forecasting, Budgets, Valuation, Internal Audit, Auditing, GAAP, Internal Controls, Risk Management, Hedge Funds, Financial Risk, Sarbanes-Oxley Act, Structured Products, Managerial Finance, Investments, Financial Services, Financial Structuring, Credit Risk, Due Diligence, Analysis
Education
City University of New York-Baruch College 1995 — 1999
Bachelor Degree, Business Accounting
GE Global Research May 2015 - Present
CLS Group. November 2013 - April 2015
Credit Suisse September 2013 - November 2013
Merritt Technical Associates, Inc. October 2010 - November 2013
Morgan Stanley November 2011 - September 2013
Goldman Sachs October 2010 - October 2011
Morgan Stanley May 2007 - October 2010
Headstrong April 2006 - May 2007
Banc of America Securities 2004 - 2007
Techspan December 2004 - April 2006
Skills
Java, Perl, Sybase, DB2, Autosys, Informatica, ILOG, JSP, C#, Unix, C++, Matlab, VBA, Monte Carlo Simulation, Bootstrapping, VAR, Scientific Computing, Multithreading, Bond Pricing, Stochastic Calculus, Portfolio Optimization, Basel II, Risk Management, Investment Banking, Quantitative Analytics, Quantitative Finance, Data Analysis, Fourier Analysis, Principal Component..., Wavelets, Portfolio Management, Factor Analysis, Linear Regression, Structured Finance, Asset Management, Back Office, Credit Derivatives, Equities
Education
City University of New York-Baruch College 2012 — 2013
Master of Science (MS), Financial Engineering, 3.83
University of Washington 2012 — 2012
GNM, Applied Mathematics, 3.7
New York University 2011 — 2012
non-degree student, Mathematics of Finance, 3.85
Indian Institute of Technology, Kanpur 1997 — 2001
B.Tech, Electrical Engineering
DAV Public School 1990 — 1995
High School
ARPM Bootcamp
HSBC January 2015 - Present
Citi April 2013 - December 2014
Citi February 2006 - March 2013
Glencore January 2003 - February 2006
Société Générale February 2000 - October 2002
Credit Suisse August 1997 - February 2000
SBC Warburg April 1996 - August 1997
Skills
Bloomberg, FX Options, Fixed Income, Equities, Capital Markets, Credit, Financial Services, Middle Office, Banking, Securities, Hedge Funds, Derivatives, Bonds, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Masters, Business Administration
Vanderbilt University 1989 — 1991
Bachelors of Arts, English Literature
Centre College 1987 — 1989
NYU Stern School of Business July 2014 - Present
Credit Suisse March 2011 - July 2014
Credit Suisse July 2010 - July 2011
Credit Suisse June 2009 - July 2010
Credit Sussie June 2008 - August 2008
Dealogic June 2006 - May 2008
Skills
Strategic Planning, Mergers & Acquisitions, Finance, Financial Markets, AML, Analytics, Financial Analysis, Equities, Valuation, Capital Markets, Management, Financial Modeling, Corporate Finance, Strategy, Analysis, Investment Banking
Education
Baruch College, City University of New York (CUNY)
New York University - Leonard N. Stern School of Business
Credit Suisse June 2005 - Present
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
Credit Suisse March 2014 - Present
EMC July 2010 - March 2014
Pride Technologies August 2007 - July 2010
ECG August 2007 - January 2008
PrO Unlimited February 2007 - August 2007
Chimes Inc March 2005 - February 2007
Network and Company May 2000 - March 2005
Skills
Vendor Management, SDLC, Technical Recruiting, Talent Management, Program Management, Process Improvement, Business Analysis, Change Management, Recruiting, Talent Acquisition, Sourcing, Team Management, Resume Writing, Internet Recruiting, Team Building, Account Management, Management, Business Process..., PeopleSoft, Business Intelligence, Contract Negotiation, Executive Search, Onboarding, PMO, Applicant Tracking..., Temporary Staffing, Employee Relations, Project Management, HRIS, Contract Recruitment, Performance Management, Employee Engagement, Outsourcing, Resource Management, Human Resources, Interviews
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance
Stevens Institute of Technology
Master of Science - Management, Project Management
Credit Suisse May 2011 - Present
Credit Suisse October 2008 - May 2011
Lehman Brothers June 2005 - October 2008
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
University of Miami - School of Business 2001 — 2005
Credit Suisse April 2007 - Present
UBS January 2006 - May 2007
Credit Suisse January 1999 - February 2001
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA, Finance
United States Merchant Marine Academy 1976 — 1980
BS, Marine Engineering
Credit Suisse September 2008 - Present
Morgan Stanley May 2007 - March 2008
Morgan Stanley January 2006 - April 2007
Morgan Stanley August 2004 - December 2005
Deutsche Bank May 2003 - August 2004
HSBC May 2001 - April 2003
HSBC January 2000 - April 2001
HSBC April 1998 - December 1999
Skills
Risk Management, Regulatory Requirements, Project Management, Compliance Review, Market Risk, Auditing, Equities, Valuation, Fixed Income, Private Equity, Hedge Funds, Fund of Hedge Funds, Capital Markets
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 1998
MBA
RBC June 2014 - October 2014
Align May 2012 - June 2014
Credit-Suisse November 2007 - April 2008
Deutsche Bank AG December 2006 - September 2007
INVESCO INC April 2000 - January 2006
Invesco 2000 - 2006
TIAA/CREF January 1999 - April 2000
Schenker International May 1997 - January 1999
Morgan Stanley Inc February 1996 - May 1997
various July 1995 - February 1996
Skills
VBA, Excel, Databases, Trading, Fixed Income, Equities, Valuation, Portfolio Management, Access, Asset Management, Corporate Finance, Financial Analysis, Investments, Business Analysis, Banking, Analysis, Data Analysis, Reconciliation, Visio, SDLC, Risk Management, Customer Relations, Financial Reporting, Analytics, Derivatives, SQL, Accounting, Microsoft Office, PowerPoint, Documentation, General Ledger, Research, Word, Process Improvement, Equity Research, Process Engineering, Options, Financial Risk, Equity Valuation, Microsoft SQL Server, Requirements Analysis, Visual Basic, Crystal Reports, T-SQL, Sybase
Education
Baruch College, City University of New York (CUNY) 1992 — 1994
MBA, Finance
Baruch College CUNY
Bachelor of Business Administration, CIS
Baruch College CUNY
Master of Business (MBA), Finance
JPMorgan Chase July 2012 - Present
Credit Suisse June 2011 - August 2012
Morgan Stanley August 2008 - September 2011
PWC February 2003 - July 2008
American Express TBS Consulting September 1999 - February 2002
Yohalem Gillman & Co., LLP October 1997 - July 1999
Resnick & Co October 1994 - October 1997
Skills
Management, SDLC, Process Improvement, Risk Management, Business Process..., Leadership, Business Analysis, Business Process, Project Management, PMO
Education
Baruch College- Zickland School of Business
Degree: Master, Business Administration
Accounting
Touro College
Degree: Bachelor of Science, Accounting
Baruch College, City University of New York (CUNY)
MBA, Management, Accounting
Credit Suisse January 2012 - Present
Wells Fargo March 2009 - January 2012
Merrill Lynch August 2006 - March 2009
Merrill Lynch January 2002 - August 2006
Skills
Series 7, Wealth Management, CRM, Financial Risk, Portfolio Management, Asset Management
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BBA, Business Managment
Fairleigh Dickinson University Henry P. Becton School of Nursing and Allied Health May 2013 - May 2014
Credit Suisse April 2004 - October 2012
Credit Suisse November 2002 - March 2004
Credit Suisse January 1997 - October 2002
Credit Suisse May 1995 - December 1996
Credit Suisse January 1994 - April 1995
Credit Suisse January 1991 - December 1993
Skills
Fixed Income, Collateral Management, Equities, Derivative Operations, Project Management, Operations Management, Back Office, Banking, Foreign Exchange, Account Reconciliation, Investment Banking, Procedural Manuals, Operational Risk..., Global Custody, Credit Risk, Treasury Management, Financial Services, Securities Lending, Trading, Middle Office, Securitization, Capital Markets, Financial Analysis, Financial Risk, Structured Finance, Risk Management, Options, Electronic Trading, Financial Markets, Derivatives, Hedge Funds, Bloomberg, Treasury, CDS, FX Options, Financial Institutions, AML, Operational Risk, Money Market, Securities, Trading Systems, Credit Derivatives, Bonds, Structured Products, Settlement, Prime Brokerage, Swaps, Emerging Markets, Commodity
Education
Fairleigh Dickinson University-Metropolitan Campus 2013 — 2014
Bachelor of Science in Nursing, Registered Nurse, Summa Cum Laude
Baruch College, City University of New York (CUNY)
BA, Operations Management
East Stroudsburg University of Pennsylvania
Economics
Brooklyn Technical High School
Industrial Design
Credit Suisse
Skills
Electronic Trading, Equities, Fixed Income, Trading Systems, Investment Banking, Derivatives, Securities, Market Data, Back Office, User Acceptance Testing, Sybase, Series 7, Requirements Gathering, Portfolio Management, Prime Brokerage, Bloomberg, Equity Derivatives, Private Banking, Hedge Funds, Swaps, Commodity, Trading, Financial Services, FX Options, Operational Risk, Basel II, Financial Markets, Options, Business Analysis, SDLC, Investments, Asset Management, Business Requirements, Mutual Funds, VBA, Capital Markets, Financial Risk, Structured Products, Equity Trading, Relationship Management, Operational Risk..., Financial Modeling, Reference Data, Bonds, Market Risk, Foreign Exchange, Credit Risk, Interest Rate..., Credit Derivatives, Middle Office
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
BBA, MIS
Franklin D. Roosevelt HS 1979 — 1982
Goldman Sachs January 2006 - January 2015
Credit Suisse 2000 - 2005
Skills
Capital Markets, Fixed Income, Asset Management, Talent Management, Financial Services, Recruiting, Investment Banking, Human Resources, Employee Relations, Organizational Structure, Compensation Structures, Succession Planning, Executive Coaching, Mergers & Acquisitions
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2006
Master of Business Administration (M.B.A.), Finance, General
The George Washington University 1996 — 2000
Bachelor of Business Administration (B.B.A.), International Business
Capco September 2014 - Present
Credit Suisse September 2012 - May 2014
Capco 2014 - 2014
Credit Suisse January 2006 - September 2012
CIBC July 2000 - December 2001
Skills
Middle Office, Derivatives, Swaps, Fixed Income, Investment Banking, FX Options, Prime Brokerage, Credit Derivatives, Capital Markets
Education
City University of New York-Baruch College 1993 — 1997
BBA, Marketing Management
MacAndrews & Forbes May 2012 - Present
Scientific Games May 2010 - April 2012
Credit Suisse July 2007 - June 2009
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Private Equity, Corporate Finance, Corporate Development, Strategy, Venture Capital, Investment Banking, Business Strategy, Financial Analysis, Due Diligence, Business Development, Start-ups, Competitive Analysis, M&A experience, Strategic Partnerships, Capital Markets, Strategic Planning
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Baruch College 2004 — 2007
Bachelor of Business Administration (BBA), Finance & Investments
Goldman Sachs July 2009 - Present
Credit Suisse 2004 - July 2009
Skills
Trading, Options, Derivatives, Hedge Funds, Portfolio Management, Bloomberg, Fixed Income, Equities, Alternative Investments, Capital Markets
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance
Credit Suisse April 2013 - Present
Credit Suisse November 2007 - April 2013
BNY Mellon March 2007 - November 2007
JPMorgan Chase August 2005 - March 2007
Skills
Securities Lending, Portfolio Management, Prime Brokerage, Foreign Exchange, Income Statement, Fixed Income, Equities, Derivatives, Bloomberg, Hedge Funds, Swaps, FX Options, Finance
Education
City University of New York-College of Staten Island 2002 — 2005
Bachelor of Science-Double Major, Finance & Economics, Magna Cum Laude
Baruch College
State Street 2008 - Present
Credit Suisse 2004 - 2008
Skills
Financial Institutions, Foreign Exchange, Business Analysis, Project Management, Sales Automation, Trading Systems, Electronic Trading..., UAT coordination, System Testing, Process Enhancement, Business Process Design, Trading, Fixed Income, Prime Brokerage, Middle Office, Currency, Bloomberg, Settlement, FX Options, Global Custody, Fund Accounting, Credit Derivatives, Derivatives, Swaps, Capital Markets, Interest Rate..., Equities, Collateral Management, VBA, Financial Markets, Electronic Trading, Money Market, Investment Banking, Back Office, Mutual Funds, Portfolio Management, Securities, Structured Products, Hedge Funds, Securities Lending, Options, Bloomberg Terminal, FX trading, Financial Services, Asset Management, Equity Derivatives, Bonds, Fund Administration, Market Data, Market Risk
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2012
High Tech MBA
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Finance & Investments
Borough of Manhattan Community College 1998 — 2000
AAS, Accounting
Citi July 2012 - Present
BlackRock June 2012 - July 2012
NASDAQ OMX June 2011 - May 2012
Credit Suisse October 2010 - June 2011
Bank of America August 2007 - August 2010
Colgate Palmolive August 2006 - June 2007
New York University December 2003 - June 2006
The Thornton Tomasetti Group June 2002 - November 2003
Skills
HRIS, Compensation, Excel, Access, PeopleSoft, SAP, Kronos, Cognos, Oracle, SuccessFactors, SharePoint, VBA, SQL, Microsoft Excel, Human Resources, Performance Management, Personnel Management, Employee Relations, Hiring, Incentive Programs, Onboarding, Talent Acquisition, Employee Benefits, Benefits Administration, Executive Pay, Workforce Planning, College Recruiting, ADP Payroll, Vendor Management, Strategy, Succession Planning, Applicant Tracking..., Talent Management, ADP, Business Objects
Education
NYU
Master's degree, Education
Baruch College
Bachelor's degree, Computer Information Systems
Credit Suisse December 1981 - September 2013
Paine Weber March 1981 - December 1981
Education
Thomas Edison State College 2012 — 2012
Associate of Arts (AA)
City University of New York-Baruch College 1978 — 1981
Credit Suisse 2000 - 2006
Credit Suisse First Boston 2000 - 2006
Donaldson, Lufkin & Jenrette February 1990 - October 2000
Skills
Equity Research, Hedge Funds, Capital Markets, Fixed Income, Corporate Finance, Equities, Valuation, Risk Management, Investment Banking
Education
Baruch College, City University of New York (CUNY)
MS, Computer Methodology
Wagner College
BS, Mathematics
Wells Fargo Securities September 2013 - Present
Credit Suisse September 2010 - September 2013
PSL Group April 2010 - September 2010
Bank of America Global Banking October 2009 - April 2010
Deutsche Bank August 2008 - July 2009
Morgan Stanley August 2006 - August 2008
Harris Interactive 2005 - 2006
All Global November 2004 - April 2005
Skills
Prime Brokerage, Equities, Hedge Funds, Middle Office, Project Management, Bloomberg, Options, Trading, Bonds, Securities, Back Office, Banking, Corporate Actions, Portfolio Management, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
BA, Computer Information Systems
Credit Suisse May 1999 - Present
Bear Stearns April 1996 - May 1999
Skills
Fixed Income, Prime Brokerage, Middle Office, Investment Banking, Derivatives, Equity Derivatives, Hedge Funds, Credit Derivatives, Risk Management, Swaps, Collateral Management, Equities, CDS, Financial Services
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
BBA, Accounting/Operations Management
Natixis May 2015 - Present
Barclays January 2014 - May 2015
Barclays July 2012 - January 2014
Societe Generale October 2007 - December 2011
Credit Suisse March 2006 - October 2007
Morgan Stanley December 2004 - February 2006
Bear Stearns 2000 - 2004
Skills
Derivatives, Equity Derivatives, Equities, Product Control, Financial Control, Financial Analysis, Financial Reporting, Detailed Analysis, General Ledger, Team Leadership, Middle/Back Office..., Training & Development, Swaps, Middle Office, Bloomberg, P&L, Banking, VBA, Accounting, Business Analysis, Forecasting, Internal Controls, Cost Reduction, Expense Control, Income Statement, Bonds, Hedge Funds, Financial Audits, Analysis, Account Reconciliation, Essbase, Employee Training, Structured Products, Corporate Finance, Cash Management, Market Risk, Settlement, Business Objects, Valuation, Prime Brokerage, Securities, Investment Banking, Credit Derivatives, Expense Management, Financial Modeling, Capital Markets, FX Options, Interest Rate..., Financial Risk, Trading
Education
Baruch College, City University of New York (CUNY) 1998 — 2003
BBA, Finance and Investments
Self - Employed April 2014 - Present
Apex Capital Management New York June 2010 - July 2010
Credit Suisse October 2000 - October 2007
UBS August 1998 - September 2000
Millennium Partners LP October 1994 - June 1998
Skills
Financial Analysis, Financial Modeling, Investment Banking, Derivatives, Valuation, Equities, Corporate Finance, Fixed Income, Capital Markets, Hedge Funds, Financial Reporting, Banking, FX Options, Private Equity, Investments, Business Valuation, Equity Derivatives, Accounting, Bloomberg, Financial Structuring
Education
City University of New York-Baruch College - Zicklin School of Business 1992 — 1994
MBA, Accounting
Baruch College, City University of New York (CUNY) 1987 — 1990
BBA, Finance
JPMorgan Chase & Co. October 2014 - Present
BlackRock June 2013 - October 2014
New York Life Insurance Company June 2012 - June 2013
Credit Suisse February 2011 - June 2012
EMC January 2011 - February 2011
Deutsche Bank April 2010 - January 2011
Baruch College September 2007 - April 2010
New York Presbyterian Hospital January 2009 - May 2009
Lehman Brothers December 2007 - September 2008
Lehman Brothers June 2007 - September 2007
Skills
Onboarding, Talent Acquisition, Recruiting, Applicant Tracking..., PeopleSoft, Background Checks, Payroll, Human Resources, BrassRing, Accounts Payable, Accounts Receivable, Sales Compensation, SAP, New Hire Paperwork, ADP Payroll, Sourcing, HRIS, Management, Interviews, Employee Benefits, Employee Relations
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Human Resources Management
New York Needs You July 2014 - Present
Napier Park Global Capital October 2013 - Present
Barclays July 2013 - October 2013
Barclays Capital July 2010 - June 2013
Sponsors for Educational Opportunity November 2011 - August 2012
Management Leadership for Tomorrow September 2008 - August 2009
Credit Suisse June 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Capital Markets, Equities, Investments, Alternative Investments, Finance, Mergers & Acquisitions, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Finance and Investments
Credit Suisse October 2011 - Present
Credit Suisse September 2010 - October 2011
UBS Wealth Management February 2010 - June 2010
Skills
Private Equity
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
BBA, Finance
Kantonsschule Zurich-Oerlikon 2000 — 2006
Credit Suisse June 2010 - Present
Merrill Lynch February 2010 - May 2010
Sony Music Entertainment September 2009 - December 2009
UBS Financial Services Inc February 2009 - May 2009
Pace University Tutoring Center January 2008 - December 2008
Raymond James Financial Services June 2008 - August 2008
Skills
Bloomberg, Accounting, Microsoft Excel, Bloomberg Terminal, PowerPoint, Microsoft Office, Microsoft Word, Pivot Tables, Outlook, Research, Accounts Payable, Accounts Receivable, Budgets, Data Analysis, Finance, Financial Accounting, Financial Statements, Hedge Funds, Mutual Funds, Portfolio Management
Education
Baruch College 2012 — 2015
Master of Business Administration (MBA), Accounting
Pace University - Lubin School of Business 2006 — 2010
BBA, Finance
Citi November 2013 - Present
PwC September 2011 - November 2013
Credit Suisse 2009 - March 2011
Skills
Accounting, US GAAP, Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, Account Reconciliation, QuickBooks, Internal Audit, External Audit, Corporate Finance
Education
Baruch College, City University of New York (CUNY) 2010 — 2011
MS, Accounting
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Accounting
Barclays February 2013 - Present
BlueCrest Capital Management, LLP August 2012 - December 2012
Morgan Stanley May 2010 - July 2012
Credit Suisse August 2006 - May 2010
Skills
Derivatives, Financial Modeling, Fixed Income, Valuation, FX Options, Equity Derivatives, Financial Reporting, Investment Banking, Hedge Funds, Options, Financial Analysis, Financial Markets, Credit Derivatives, Structured Products, Mergers & Acquisitions, Securities, Finance, Product Control, Emerging Markets, Exotic Derivatives, Microsoft Excel, VBA, Portfolio Optimization, Interest Rate..., Financial Accounting, Financial Controlling, Microsoft Office, PowerPoint, Bloomberg, Presentations, OIS, Corporate Finance, Trading, Analysis, DCF, Capital Markets, Financial Risk, Swaps, Foreign Exchange, Bonds, Market Risk, Middle Office, Financial Statement..., Trading Systems, DCF Valuation, Regression Analysis, Regression Models, CTD
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Master of Business Administration (MBA), Finance and Economics, 3.95
Baruch College 2006 — 2008
Advanced Certificate, Accounting, 4.0
Baruch College 2006 — 2007
Master Certificate, Finance & Investments, 4.0
Investment Banking Institute 2012 — 2012
Financial modeling and valuation
Boston University 2001 — 2005
Bachelor's degree, Economics
Credit Suisse July 2015 - Present
Cohen & Steers July 2013 - July 2015
Morgan Stanley Investment Management March 2005 - July 2013
Morgan Stanley September 2004 - March 2005
Skills
Asset Management, Mutual Funds, Equities, Investment Management, Bloomberg, ETFs, Derivatives, Investment Advisory, Fund Of Funds, Investments, Private Equity, Asset Allocation, Financial Services, Due Diligence, Bonds, Financial Markets
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance
Credit Suisse July 2011 - Present
SS&C Fund Services January 2010 - June 2011
JP Morgan January 2008 - December 2009
Sumitomo Mitsui Banking Corporation February 2007 - December 2007
Skills
Capital Markets
Education
Columbia University in the City of New York 2012 — 2015
Master of Public Administration, International Economic Policy
City University of New York-Baruch College 2005 — 2009
BBA, Accounting (Magna Cum Laude)
Credit Suisse August 2014 - Present
National Australia Bank June 2011 - August 2014
National Australia Bank October 2009 - June 2011
TIAA-CREF April 2008 - October 2009
GlobeOp Financial Services June 2007 - April 2008
Interactive Data August 2000 - April 2007
Skills
Derivatives, Valuation, Market Risk, Financial Modeling, Fixed Income, Bloomberg, Financial Markets, Bonds, FX Options, Hedge Funds, Finance, Murex, Calypso, Reuters 3000, Middle Office, Credit Derivatives, Interest Rate..., Equity Derivatives, Swaps, Credit
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
MFE, Financial Engineering
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance
IBM September 2008 - Present
Deloitte & Touche July 2007 - September 2008
Credit Suisse August 2005 - June 2007
JPMorgan Chase December 2004 - July 2005
Credit Suisse July 2000 - July 2004
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
MBA, Finance
University of Toronto 1995 — 1999
Bachelor of Science, Computer Science
Wells Fargo June 2013 - Present
Credit Suisse November 2012 - May 2013
JPMorgan Chase June 2012 - August 2012
Peller and Company February 2012 - April 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Bloomberg, Credit, Accounting, Finance, Real Estate, Portfolio Management, Corporate Finance, Loans, Valuation, PowerPoint
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
NanDal August 2011 - Present
Bellmore-Merrick CHSD June 2009 - August 2011
Sumitomo Trust & Banking, USA October 1998 - December 2008
Credit Suisse 1994 - 1997
Skills
Business Analysis, SDLC, Vendor Management, Business Requirements, Financial Services, Banking, Requirements Gathering, Analysis, Process Improvement, Risk Management
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
MBA, Management Information Systems
Credit Suisse 2015 - Present
Bank of New York Mellon April 2011 - July 2015
Mizuho Corporate Bank December 2005 - April 2011
Skills
Risk Management, Credit, Portfolio Management, Banking, Fixed Income, Credit Risk
Education
Penn State University 2000 — 2003
Bachelor's degree, Computer Science, Econimics, Mathematics
City University of New York-Baruch College
Master's degree, Financial Engineering
Credit Suisse May 2010 - Present
Hewlett-Packard May 2006 - May 2010
Hewlett-Packard June 2004 - June 2006
Credit Suisse June 2002 - June 2004
Credit Suisse February 1999 - June 2002
Cultor Food Science June 1997 - January 1999
V.I.E.W, Inc. August 1994 - June 1997
Skills
Project Management, Change Management, Process Improvement, Cross-functional Team..., Time Management, Strategic Data Analysis, Product Management, Microsoft Office, Microsoft Excel, Microsoft Exchange, Blackberry Enterprise..., Citrix Metaframe, ITIL Certified, Manage Client..., Process Management, Investment Banking, Bloomberg Software, Essbase, Microsoft Project, Reuters, Remedy 7, Enterprise Vault, Factset, Loan IQ, Charles River IMS, Safeboot, Marimba, Avaya IP Telephony
Education
Regis University 2006 — 2008
MBA, Business Management
Baruch College 1992 — 1996
Bachelors of Business Administration, Marketing Advertising
GoldenTree Asset Management November 2005 - July 2007
Buck, Sturmer, & Co., P.C. July 1999 - December 2001
Donald Koch, CPA February 1998 - June 1998
Credit Suisse June 1995 - November 1997
Executive Search January 1995 - June 1995
CUNY, Office of Instructional Technology September 1990 - November 1994
Education
Brooklyn College 2004 — 2007
MA, Economics - Accounting
Baruch College, City University of New York (CUNY) 1990 — 1992
BBA, Accounting
Kingsborough Community College 1988 — 1989
AAS, Accounting
Credit Suisse December 2005 - Present
Credit Suisse December 1997 - December 2005
DMB&B February 1995 - December 1997
Education
Baruch College
BA, Finance and International Marketing
GE Capital July 2014 - Present
JPMorgan Chase June 2012 - July 2014
Credit Suisse April 1998 - June 2012
Salomon Brothers 1986 - 1998
KPMG 1982 - 1986
Skills
Financial Analysis, Investment Banking, Financial Modeling, Certified Public..., Liquidity Management, Transfer Pricing, Money Market, Accounting, Auditing, CPA, Capital Markets, Finance, Financial Audits, Financial Reporting, Financial Services, Forecasting, Funding, General Ledger, Internal Controls, Liquidity, Operational Risk, Sarbanes-Oxley Act, Trading, Treasury, Treasury Management, Analysis, Cash Management, Financial Accounting, Liquidity Risk, Portfolio Management, Program Management
Education
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Accounting
Credit Suisse June 2005 - Present
Skills
Fixed Income, Product Control, Structured Products, CMBS, Accounting, CDO, MBS, ABS, Derivatives, Credit Derivatives, Swaps, Bonds, Securitization, Investment Banking, Securities, Interest Rate Swaps, Banking, Options, Interest Rate..., Credit, Loans, CDS, Trading Systems, Risk Management, Finance, Credit Risk, Hedging, Corporate Finance, Basel II, Structured Finance, Financial Services, VAR, Rates, Back Office, Financial Markets, Financial Analysis, Business Requirements, Essbase, IFRS, Bloomberg, Market Risk
Education
Pace University - Lubin School of Business 2002 — 2005
Master of Business Administration, Finance and Information Systems
Baruch College 1998 — 2001
Bachelor of Business Administration, Information Systems
Credit Suisse June 2012 - Present
CompuCom August 2007 - May 2012
Skills
Service Delivery, IT Service Management, Vendor Management, Process Improvement, Incident Management, Outsourcing, Business Analysis, Disaster Recovery, IT Operations, Program Management, Active Directory, Project Management, Data Center, SDLC, Troubleshooting, Windows Server, IT Strategy, Visio, SharePoint, System Deployment, Fixed Income, Banking, Investment Banking, Equities, Derivatives, Private Banking
Education
Baruch College 2007 — 2010
Bachelor of Business Administration, Computer Information Systems, Economics
Credit Suisse July 2013 - Present
Credit Suisse 2012 - 2012
Education
Baruch College, City University of New York (CUNY) 2010 — 2013
Credit Suisse September 2015 - Present
Bank of America Merrill Lynch August 2014 - September 2015
Credit Suisse January 2012 - August 2014
US Trading, LLC January 2010 - December 2011
Cognizant June 2006 - December 2011
Skills
Business Analysis, Requirements Gathering, Banking, Requirements Analysis, Risk Management, SQL, SDLC, Derivatives, Credit Risk, Market Risk, Operational Risk, VBA, Agile Methodologies, Business Process..., Business Intelligence, PL/SQL, Software Project..., Data Modeling, Visio, Oracle, Data Analysis, Data Warehousing, Financial Modeling, Testing, COBOL, Unix, Mainframe, Microsoft SQL Server, Capital Markets, Fixed Income, Microsoft Project, Access, Equities, Change Management, Process Improvement, Integration, Financial Analysis, Python, Basel II, basel III, MS-DOS, Sybase, Quartz, Product control IT, Project Management, Business Requirements
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Finance & Information systems
Vellore Institute of Technology
Bachelor of Technology (B.Tech.), Electronics & Communication
New York Life Insurance Company July 2013 - December 2013
AXA Equitable September 2012 - June 2013
Credit Suisse July 2011 - May 2012
Baruch College Starr Career Development Center (SCDC) September 2010 - July 2011
U.S. Census Bureau April 2010 - July 2010
Baruch College Starr Career Development Center (SCDC) January 2009 - May 2010
Baruch College Undergraduate Admissions July 2007 - May 2010
Macmillan September 2009 - December 2009
Skills
Career Development, Recruiting, Diversity & Inclusion, College Recruiting, Event Planning, Customer Service, Teaching, People Skills, Resume Writing, Mock Interviews, Applicant Tracking..., PeopleSoft, Ultipro, Screening Resumes, Close Attention to..., Talent Acquisition, Community Outreach, Cover Letters, Interview Preparation, Background Checks, Interviewing Skills, Onboarding, Human Resources, Conflict Resolution, PowerPoint, Job Analysis, Job Fairs, Building Relationships, Employee Relations, Career Counseling, Interviews, New Hire Orientations, Screening, HRIS, Employee Engagement, Career Management, Time Management, Microsoft Office, Talent Management
Education
Baruch College 2006 — 2010
BBA, Industrial and Organizational Psychology
R-T Specialty, LLC, ProExec April 2015 - Present
RSA April 2013 - April 2015
Credit Suisse January 2013 - February 2013
ANN INC. October 2012 - December 2012
CPS Financial Services 2011 - 2011
Citi August 2007 - September 2009
Skills
QuickBooks, Russian, Basic Spanish, Microsoft Office, Taleo, Outlook
Education
Baruch College 2002 — 2007
Bachelor of Business Administration (B.B.A.), International Marketing, 3.2
Baruch College, City University of New York (CUNY) 2002 — 2007
International Marketing
Pine River Capital Management 2013 - Present
Credit Suisse 2006 - 2013
Citi 2005 - 2006
Credit Suisse 2004 - 2005
Bank of America 2002 - 2003
J.P. Morgan 2000 - 2002
Skills
Investment Banking, M&A execution, Valuation, Financial Institutions, LBO, Real Estate, Chartered Financial..., Equity Research, Business Strategy, Corporate Finance, Corporate Development, Private Equity, Financial Modeling, Capital Markets, Hedge Funds, Equities, Financial Analysis
Education
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Investments
Credit Suisse November 2000 - Present
Donaldson, Lufkin & Jenrette May 1998 - October 2000
Deutsche Bank July 1996 - April 1998
CIBC October 1990 - July 1996
Bank of Montreal January 1988 - September 1990
Skills
Derivatives, Investment Banking, Capital Markets, Equities, Fixed Income, Foreign Exchange, Swaps, Interest Rate Swaps, Money Market, Microsoft Office, Microsoft Excel, Microsoft Word, Energy, Collateral Management, Valuation, Bloomberg, Banking, FX Options, Portfolio Management, Credit Risk, Credit Derivatives, Prime Brokerage, Middle Office, Structured Products
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Finance
Proprietary Capital September 2011 - Present
Credit Suisse April 2006 - September 2011
Skills
Agency MBS, Non Agency MBS, MBS, Fixed Income, Capital Markets, Bloomberg, Hedge Funds, Structured Products, Derivatives, Financial Modeling, Equities, Investment Banking, Valuation
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
Master's degree, Applied Mathematics
Fordham University 2000 — 2004
Bachelor's degree, Mathematics, Classical Languages
Credit Suisse AVPIvy Asset Management2005 - 2009
Education
City University of New York-Baruch College
Accounting
Jefferies Capital Partners July 2009 - Present
Morgan Stanley August 2002 - July 2009
Credit Suisse August 2001 - August 2002
EY January 1998 - July 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
Bachelor of Business Administration (BBA), Accounting
Baruch College, City University of New York (CUNY)
H&R Block December 2012 - April 2014
Citi June 2008 - December 2012
JPMorgan Chase February 2005 - June 2008
EY June 2000 - February 2005
Credit Suisse July 1998 - May 2000
Skills
Corporate Tax, Microsoft Excel, UltraTax CS, Creative Solutions..., Tax Series (TTI), CorpTax, GoSystems, Checkpoint Research, QuickBooks, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
Credit Suisse March 2005 - Present
UBS October 1998 - March 2005
Guardian Life September 1984 - October 1998
Skills
Registration, Insurance Licensing
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
Human Resources Management