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
Goldman Sachs July 2014 - Present
Morgan Stanley June 2013 - August 2013
Credit Suisse June 2012 - August 2012
Education
Stanford University 2010 — 2014
Bachelor of Arts (B.A.), Economics & International Relations
Pritzker Group February 2014 - Present
TPG Capital, L.P. August 2011 - January 2014
White House Council of Economic Advisers July 2010 - September 2010
The Blackstone Group July 2007 - June 2009
Credit Suisse December 2005 - June 2007
Skills
Private Equity, Venture Capital, Healthcare, Investments, Entrepreneurship, Investment Banking, Strategy, LBO, Financial Modeling, Start-ups, Valuation, Due Diligence, Emerging Markets, Mergers & Acquisitions, Hedge Funds, Corporate Development, Herding Cats
Education
Stanford University Graduate School of Business 2009 — 2011
MBA, Certificate in Public Management and Social Innovation
Stanford University 2001 — 2005
BA, BS, Economics, Biological Sciences
Credit Suisse September 2014 - Present
Lund Van Dyke Inc November 2013 - May 2014
Patrick’s Lawn Care Service May 2006 - August 2013
St. Norbert College September 2010 - March 2012
National Media Partners June 2010 - August 2010
Skills
Time Management, Customer Service, Microsoft Office, Teamwork, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Research, Critical Thinking, Social Media, Corporate Finance, Fundraising
Education
St. Norbert College 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Lemonade Restaurant Group October 2014 - Present
Yogurtland May 2011 - July 2014
Panda Restaurant Group 2005 - 2012
L.E.K. Consulting 2004 - 2005
Kurt Salmon 2001 - 2004
Instill Corporation 2000 - 2001
Swander Pace & Company Consulting 1998 - 2001
WA-HA-KA Mexican Grill 1990 - 2000
Theodore Barry & Associates Consulting 1989 - 1993
Credit Suisse 1985 - 1987
Skills
Strategy, Strategic Planning, Customer Service, Team Building, Restaurants, P&L, Leadership, P&L Management, Franchising, Food Service, Income Statement, Business Strategy, Team Leadership, Operations Management, Business Planning, Retail, Management
Education
UCLA Anderson School of Management 1987 — 1989
Master of Business Administration (MBA)
Stanford University 1981 — 1985
Economics
Philz Coffee July 2015 - Present
Samsung Electronics July 2014 - August 2014
The Boston Consulting Group October 2009 - March 2013
Oliver Wyman (Financial Services) June 2008 - December 2008
Credit Suisse September 2007 - September 2007
Skills
Business Planning, Risk Management, Program Management, Business Strategy, Strategy Development, Reorganisation, Strategy, Management Consulting, Governance, Mergers & Acquisitions, Financial Modeling, Leadership, Investments, Strategic Consulting, Due Diligence, Business Transformation, Analysis, Consulting
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Oxford 2005 — 2009
MEng, Engineering, Economics and Management, First Class Honours
McCombs School of Business July 2013 - Present
Credit Suisse June 2011 - August 2011
American Express June 2007 - September 2007
Skills
Statistics, Matlab, Data Mining, Machine Learning, Mathematical Modeling, R, Statistical Modeling, Data Analysis, Monte Carlo Simulation, Quantitative Analytics, Operations Research, LaTeX, Quantitative Finance, Econometrics, Optimization, Dynamic Programming, Impulse Control, Consumer Credit
Education
Stanford University 2008 — 2013
Doctor of Philosophy (Ph.D.), Management Science and Engineering
Stanford University 2006 — 2008
Master's degree, Management Science and Engineering
Credit Suisse July 2015 - Present
NYU Stern School of Business 2013 - 2015
Credit Suisse June 2014 - August 2014
Ernst & Young 2012 - 2013
Ernst & Young 2010 - 2012
Ernst & Young 2008 - 2010
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Auditing, External Audit, IFRS, Analysis, Accounting, Financial Reporting
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Accounting
St. Xavier's College 2006 — 2009
Bachelor of Commerce (B.Com.), Accounting and Finance, First class honours
CFA Institute
Chartered Financial Analyst
The Institute of Chartered Accountants of India
Chartered Accountant, First class
McLagan March 2015 - Present
McLagan January 2014 - March 2015
Morgan Stanley February 2012 - January 2014
Credit Suisse November 2011 - December 2011
UBS Investment Bank August 2009 - August 2010
Skills
Portfolio Management, Accounting, Commercial Banking, Financial Analysis, Financial Modeling, Investment Banking, Financial Services, Equities, Banking, Corporate Finance
Education
St. Mary's College 2009 — 2011
MBA, International Business
Naresuan University 2010 — 2011
MBA, International Business
Creighton University 2006 — 2010
BSBA, Finance and Management
MRC Studios November 2008 - Present
Credit Suisse October 2006 - October 2008
McKinsey & Company September 2005 - October 2006
JP Morgan Chase June 2004 - August 2004
GE Corporate Audit Staff May 2002 - May 2003
GE Medical Systems November 1999 - April 2002
Skills
Digital Media, Valuation, New Media, Financial Modeling, Start-ups, Corporate Finance, Mergers, Business Development, Digital Marketing, Corporate Development, Television, Analytics, Entertainment, Entrepreneurship, Strategic Partnerships, Due Diligence, Mergers & Acquisitions, Private Equity, Strategy, Acquisitions, Business Strategy, Investment Banking, Venture Capital, Competitive Analysis, Executive Management, Emerging Markets, Strategic Consulting, M&A experience, Acquisition Integration, Digital Strategy, Restructuring, LBO
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Strategic Management & Marketing
Stanford University 1995 — 1999
BA, Economics
Blum Capital Partners July 2013 - Present
Blum Center for Developing Economies October 2013 - Present
Calvert Investments September 2012 - March 2013
TPG Capital July 2006 - July 2010
Terra Firma Capital Partners March 2005 - June 2006
Credit Suisse June 2001 - February 2005
Skills
Venture Capital, LBO, Valuation, Private Equity, Financial Modeling, Corporate Development
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
University of Oxford 1997 — 2001
MA, Economics and Management
UCLA September 2013 - Present
Baylor College of Medicine 2008 - June 2012
Credit Suisse June 2007 - September 2007
Skills
Research, Microsoft Excel, Nonprofits, Data Analysis, Community Outreach, Teaching, Statistics, Neuroscience, Public Speaking, Spanish, Editing, Leadership, PowerPoint, Fundraising, Teamwork
Education
Stanford University 2004 — 2008
BS & BA, Physics & Economics
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Golden Gate Capital June 2012 - August 2012
Huntsman Gay Global Capital May 2011 - August 2011
Skills
Investment Banking, Acquisitions, Private Equity, Financial Modeling, Mergers & Acquisitions, Investments, Venture Capital, Corporate Finance
Education
Stanford University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Sacred Heart Prep 2006 — 2010
HSBC July 2010 - February 2014
Credit Suisse November 2004 - May 2010
Credit Suisse July 1998 - November 2004
National Futures Association July 1996 - July 1998
M&G Commodities June 1994 - June 1996
Skills
Options, Fixed Income, Hedge Funds, Investment Banking, Securities, Asset Managment, GMI, Prime Brokerage, Middle Office, Equity Derivatives, Swaps, Interest Rate..., Trading Systems, Electronic Trading..., Bloomberg, Back Office, Capital Markets, Commodity, Derivatives, Electronic Trading
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1994
BS, accounting
THE ANSWER 2012 - Present
Schoolfield Media 2007 - Present
Sandwich 2015 - 2015
The Walt Disney Company June 2008 - June 2010
Sony Pictures Entertainment January 2008 - January 2009
Fox Movie Channel December 2006 - December 2008
STEM September 2007 - December 2007
SPLINTER January 2007 - December 2007
GREENHORN December 2006 - January 2007
Credit Suisse June 2000 - June 2002
Skills
Film, Post Production, Video Production, Entertainment, Film Production, Feature Films, Commercials, Producing, Television, Screenwriting, Documentaries, Music Videos, Final Draft, Video, Short Films, Final Cut Pro, Directing
Education
Stanford University
B.A. and B.S., English (with an emphasis in Creative Writing) and Biology
University of Southern California
M.F.A., Film Production
George Washington High School
Credit Suisse May 2015 - Present
Lazard Asset Management May 2014 - April 2015
Morgan Stanley November 2013 - April 2014
Bolloré January 2013 - October 2013
Dealogic October 2012 - December 2012
HSBC June 2012 - September 2012
Euclidean Capital June 2011 - May 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Access, SharePoint, VBA Macros, Bloomberg Terminal, Outlook, Financial Modeling, Statistics, Financial Reporting, Legal Compliance, Regulatory Compliance, Investment Banking, Hedge Funds, Alternative Investments, Trading, FX Swaps
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
MBA, Finance, 3.7
State University of New York at Stony Brook 2004 — 2009
B.A., Economics, Mechanical Engineering, 3.5
Credit Suisse July 2014 - Present
Credit Suisse January 2012 - July 2014
Neuberger Berman July 2009 - May 2011
Credit Suisse March 2008 - February 2009
Cohen & Steers September 2006 - March 2008
Capmark January 2005 - August 2006
Skills
Marketing, Product Marketing, Marketing Communications, Financial Services, Competitive Analysis, CRM, Alternative Investments, Investments, Fixed Income, Asset Management, Investment Strategies, Finance, Equities, Management, Hedge Funds, Product Management, Mutual Funds, Relationship Management, Portfolio Management, Asset Managment, New Business Development, Project Management, Capital Markets, Financial Analysis, Project Planning, Separately Managed..., Private Banking, Client Services
Education
Saint Thomas Aquinas College 2002 — 2004
Master of Business Administration (M.B.A.), Marketing
ZenPayroll June 2015 - Present
Stanford Graduate School of Business January 2015 - Present
Start-Up Chile September 2014 - December 2014
Alchemist Accelerator March 2014 - September 2014
XSeed Capital June 2014 - August 2014
Alchemist Accelerator October 2013 - February 2014
Credit Suisse June 2013 - August 2013
Stanford Office of Technology and Licensing October 2012 - June 2013
Latium Capital 2011 - July 2011
Geraldine R. Dodge Foundation November 2010 - April 2011
Skills
Microsoft Office, Public Speaking, Social Media, Editing, International Relations, Spanish, Project Management, Business Development
Education
Stanford University 2012 — 2016
Millburn High School 2008 — 2012
Federal Reserve Bank of New York March 2012 - Present
NumeriX February 2009 - March 2012
Citibank September 2007 - July 2008
Credit Suisse April 2002 - August 2007
NetSchool1 March 2000 - August 2001
Nomura International plc July 1996 - March 2000
Merrill Lynch 1991 - June 1996
The Chase Manhattan Bank 1990 - 1991
Salomon Brothers 1986 - 1990
Skills
Derivatives, Credit Derivatives, Risk Management, Asset Management, Trading, Electronic Trading, Bonds, Credit, Hedge Funds, Market Risk, Equities, Credit Risk, Options, Asset Managment, Capital Markets, Portfolio Management, Financial Markets, Fixed Income, Financial Risk
Education
Stanford University 1979 — 1985
PhD, Economics
University of Wisconsin-Madison 1978 — 1979
MS, Economics
University of Pennsylvania 1971 — 1975
BA, Economics
University of Pennsylvania - The Wharton School 1971 — 1975
BSE, Accounting
Taft School 1967 — 1971
Headwaters MB September 2001 - Present
Credit Suisse June 1986 - March 2000
Skills
Capital Formation, Investment Banking, Start-ups, Strategy, Culture Change, Capital Markets, Entrepreneurship, Mergers, Financial Services, Finance, Due Diligence, Mergers & Acquisitions, Investments, Venture Capital, Executive Management, Business Strategy, Change Management, Leveraged Finance, Corporate Development, Private Equity, M&A experience, Joint Ventures, Restructuring, Credit, Debt Restructuring, High Yield, Bond Markets, LBO, Valuation, Corporate Finance, Emerging Markets, Financial Structuring, Financial Modeling, Growth Capital, Structured Finance, Capital Raising, Divestitures, Private Placements
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
Williams College 1979 — 1983
BA, Economics
Morgan Stanley June 2013 - Present
Stanford University January 2013 - June 2013
Credit Suisse June 2012 - August 2012
Rapleaf June 2011 - September 2011
CNBC June 2009 - August 2009
Skills
Statistics, Machine Learning, Java, Python, Matlab, Optimization, R, LaTeX, PowerPoint, Computer Science, Data Analysis, Ruby, C, Financial Modeling, Excel, Algorithms, Derivatives Trading, Options, Market Making
Education
Stanford University 2012 — 2013
M.S., Management Science and Engineering
Stanford University 2008 — 2012
B.S., Mathematical and Computational Science
STRIVR Labs, Inc. August 2015 - Present
Lending Club July 2014 - July 2015
Bain & Company July 2012 - July 2014
Nike June 2011 - August 2011
Bain & Company September 2007 - August 2010
Credit Suisse 2006 - 2007
Education
Stanford University Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2002 — 2006
BA, Economics
Deutsche Bank April 2008 - Present
Credit Suisse September 2006 - March 2008
Credit Suisse October 1992 - September 2006
Skills
Product Control, Equity Swaps, MIS Reporting, PeopleSoft Financial, Essbase, Prime Brokerage, Middle Office, MIS, Finance, Equity Derivatives, Equities, Process Improvement, Internal Controls, Nearshore, Offshoring
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science, Management
University of Virginia Darden School of Business July 2014 - Present
Credit Suisse June 2015 - August 2015
BR Towers S.A. November 2013 - June 2014
Telefônica Brasil October 2011 - November 2013
Grupo Serveng August 2010 - October 2011
Accenture Brasil December 2007 - February 2009
Skills
Business Intelligence, PMO, Strategic Planning, Strategy, Project Management, Management Consulting, Business Strategy, Telecommunications, ERP, Business Planning, Team Leadership, Project Planning, Competitive Analysis, Entrepreneurship, Marketing
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
Stanford University 2013 — 2013
Global Management Certificate, Technology Entrepreneurship
Universidade Estadual de Campinas 2005 — 2010
Bachelor, Computer Engineering
Colégio Rio Branco 1998 — 2003
Energy Capital Partners July 2014 - Present
Credit Suisse June 2012 - July 2014
Education
Stanford University 2008 — 2012
Bachelor of Science (B.Sc.), Energy Resources Engineering
Facebook September 2015 - Present
Facebook July 2013 - Present
Credit Suisse June 2012 - August 2012
Citi June 2011 - August 2011
MAC Cosmetics August 2010 - September 2010
Bank of China June 2010 - July 2010
Skills
Investment Banking, Corporate Finance, Entrepreneurship, Financial Analysis, Market Research, Business Strategy, Research, Nonprofits, Public Speaking, Marketing, Start-ups, Economics, Data Analysis, Financial Modeling, Statistics
Education
Stanford University
Bachelor's degree, Economics
Bessemer Securities LLC September 2015 - Present
AEA Investors LP January 2013 - August 2015
Axial August 2011 - September 2011
Luxor Capital June 2011 - August 2011
Madison Dearborn Partners July 2008 - July 2010
Credit Suisse July 2006 - July 2008
Skills
Financial Modeling, Private Equity
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
Georgetown University 2002 — 2006
BSBA, Finance, Accounting and Economics
The Taft School 1999 — 2002
Diploma
Platform Partners 2006 - Present
The CapStreet Group 2000 - 2006
Hicks Muse Tate & Furst 1996 - 1998
Willis Stein & Partners 1995 - 1996
Credit Suisse 1993 - 1995
Education
Stanford University Graduate School of Business 1998 — 2000
MBA
The University of Texas at Austin 1989 — 1993
BBA, Business
Bank of Tokyo-Mitsubishi UFJ July 2014 - Present
BBVA August 2010 - June 2014
Merrill Lynch 2007 - 2010
Credit Suisse 2006 - 2007
J.P. Morgan 2004 - 2006
Skills
Investment Banking, Corporate Finance, Financial Modeling, Valuation, Capital Markets, Equities, Financial Analysis, Derivatives, Mergers, Portfolio Management, Investments, Fixed Income, Risk Management, Due Diligence, Structured Finance, Bloomberg, Asset Managment, Private Equity, Banking, Project Finance, Mergers
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2003 — 2004
MS, Finance
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2003
MBA, Business Administration
Stanford University 1995 — 1996
MS, Engineering-Economic Systems
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1991 — 1995
BS, Mechanical-Electrical Engineering
Solidan, LLC December 2012 - Present
Wells Fargo Securities 2003 - November 2012
Credit Suisse 1997 - 2002
McKinsey 1995 - 1997
US Navy 1986 - 1993
Skills
Swaps, Derivatives, Commodity, Options, Hedging, Trading, Capital Markets, Equities, Risk Management, Credit Derivatives, Asset Managment, Market Risk, Structured Finance, Banking, Financial Risk, Asset Management, Portfolio Management, Investment Banking, Financial Modeling
Education
Stanford Graduate School of Business 1993 — 1995
MBA
Stanford University 1993 — 1995
Master's Degree, International Development Policy
University of Virginia 1982 — 1986
Bachelor's Degree, Chemistry
Dropbox July 2014 - Present
The Boston Consulting Group June 2013 - August 2013
Credit Suisse July 2012 - September 2012
Stanford University June 2011 - August 2011
Bombardier Aerospace June 2010 - September 2010
Serco July 2009 - August 2009
TAG Aviation August 2008 - August 2008
Education
Stanford University 2013 — 2014
Master of Science (M.S.), Computer Science, 3.8
Stanford University 2009 — 2013
Bachelor of Science (B.S.), Mechanical Engineering, 3.9
Stanford Center for Technology & Innovation, Kyoto, Japan 2012 — 2012
Institut le Rosey 2003 — 2009
International Baccalaureate
Berkeley Square Capital Management, LLC 2015 - Present
Business Development 2014 - Present
Guggenheim Investments 2010 - 2013
R.J. O'Brien & Lone Wolf Investments 2008 - 2010
Credit Suisse 2007 - 2008
JPMorgan Chase & Great Point Capital 2006 - 2007
Skills
Strategy, Mutual Funds, Trading, Business Development, Equities, Equity Trading, Alternative Investments, Investments, Emerging Markets, ETFs, Portfolio Management, Hedge Funds, Entrepreneurship, FINRA, Series 7, Venture Capital
Education
Saint Lawrence University 2001 — 2005
University of Cape Town 2013 — 2013
Graduate School of Business
Capstar Partners July 2007 - Present
CPO Commerce, Inc. 2003 - 2005
CLIX Network, Inc. 2002 - 2003
Credit Suisse 1999 - 2002
Education
Stanford Graduate School of Business 2005 — 2007
MBA
Vanderbilt University 1996 — 2000
BA, Economics, Mathematics
Credit Suisse January 2011 - Present
Credit Suisse August 2001 - Present
Skills
Fixed Income, Financial Structuring, Market Data, Equities, Trading, Strategy
Education
St. Lawrence University 1988 — 1992
Pomfret School 1984 — 1988
Qorvo, Inc. January 2015 - Present
TriQuint Semiconductor May 2013 - January 2015
Chinook Capital Managment June 2004 - May 2013
Ascend Capital Management December 2001 - January 2004
Credit Suisse July 1999 - June 2001
Skills
Microsoft Office, .NET Programming & SQL..., FactSet & Bloomberg, Portfolio Management, Mergers, Forecasting, Budgeting, Competitive Analysis, Budgets, Finance, Mergers & Acquisitions, Analysis, Financial Analysis, Business Planning, Strategic Financial..., Due Diligence, Management, Financial Modeling, Investments
Education
Stanford University 1996 — 1999
BS, Management Science and Engineering (Previously Industrial Engineering)
CFA Institute 2005 — 2012
CFA & CIPM, Financial Analysis
Jesuit High School 1991 — 1995
MetLife April 2015 - Present
SciQuest May 2011 - April 2015
Credit Suisse 2010 - 2011
Investors Title Insurance Company 2007 - 2010
InTouch Legal Your Partner In Law Office Technology & Management July 2006 - January 2007
Tampa Electric May 2006 - July 2006
Enterprise Rent-A-Car December 2004 - May 2006
SRI Surgical September 2004 - December 2004
Skills
Help Desk Support, Active Directory, Microsoft Exchange, Blackberry Enterprise..., Windows Server, VPN, VMware, Software Documentation, Disaster Recovery, Servers, Technical Support, Troubleshooting, System Deployment, SharePoint, BMC Remedy, System Administration, Virtualization, XP, Linux, Windows 7, iPhone, Avaya, ESET, Android, Spiceworks, ShoreTel, Confluence, JIRA, Avaya IP Telephony, Dell KACE, WSUS, VMware vSphere
Education
St. Petersburg College 2002 — 2005
BS, Technology Management
St. Petersburg College 2001 — 2002
A.S., Computer Network Technician
St. Petersburg College 2001 — 2002
A.A., Business Administration
Deutsche Bank June 2011 - Present
Credit Suisse January 2010 - May 2011
Barclays Capital August 2007 - January 2010
Skills
Prime Brokerage, Middle Office, Fixed Income, Electronic Trading, Derivatives, Trading Systems, Hedge Funds, Series 7, Structured Products, Financial Markets, Capital Markets, Credit Derivatives, Alternative Investments, Investment Banking, Bloomberg, Back Office, Market Data, Commodity, Equity Trading, Swaps, Securities Lending, Options, Series 63, Equity Derivatives, Trading, Equities, CDS, FX Options
Education
Saint John's University - Peter J. Tobin College of Business 1997 — 2001
Bachelor's degree, Accounting and Finance
LinkedIn July 2013 - Present
Google September 2011 - May 2013
Yahoo! June 2010 - September 2010
SK Communications July 2009 - August 2009
Credit Suisse June 2008 - August 2008
Skills
Online Advertising, Public Relations, CSS, Photoshop, Research, Advertising Operations, Marketing, Strategy, Marketing Strategy, HTML, Mobile Advertising, CRM, DoubleClick, Management, Social Media, Advertising, Final Cut Pro, Program Management
Education
Stanford University
Bachelor of Arts, Communication Focus on Human Computer Interaction (HCI) and Social Media
Univision Communications Inc. January 2014 - April 2014
HBO Latin America May 2013 - December 2013
Pan American Insurance Company September 2012 - May 2013
HEICO Aerospace May 2012 - August 2012
Saint Thomas University in Miami August 2010 - May 2012
Club Monaco May 2011 - August 2011
The Children's Place May 2009 - August 2010
Credit Suisse January 2007 - August 2010
New York City Department of Small Business Services October 2006 - January 2007
Skills
Microsoft Office, Customer Service, Sales, Social Media, On-camera Talent, Photography, Photoshop, Communication, Editing, Final Cut Express, Audio Editing, Video Editing, Public Speaking, Graphic Design, Camera Operating, Writing, Volunteering, Receptions, Secretarial Skills, Research, Multi Tasking, Organization, Team Building, PowerPoint, Microsoft Excel, Microsoft Word, Creative Writing
Education
St. Thomas University 2010 — 2014
Communications Arts, College Graduate
Cristo Rey New York High School 2006 — 2010
High School/ Diploma Programs
Credit Suisse July 2014 - Present
NYU Stern School of Business September 2011 - May 2014
Credit Suisse June 2013 - August 2013
Morgan Stanley Smith Barney September 2010 - May 2011
Wealthfront Inc. March 2010 - August 2010
Skills
R, Microsoft Excel, Matlab, Java, Statistics, Bloomberg, Tutoring, Hedge Funds, Python, Excel, Capital IQ, Monetary Policy, Derivatives, Volatility, Principal Component..., Data Analysis, Machine Learning, Aramaic, Series 65, Economics, Series 7, Series 63, Series 3, Series 55, Equities, Fixed Income, Quantitative Analytics, Bloomberg Terminal, Unix, SQL, Tortoise SVN, Data Science, Statistical Learning, Electronic Trading, Market Microstructure
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
B.S., Finance and Mathematics
Stanford University 2014 — 2014
Online Open EdX: Statements of Accomplishment
Stanford University 2011 — 2011
Summer Program
Bellarmine College Preparatory 2006 — 2010
High School Diploma
Stanford Finance September 2013 - Present
Credit Suisse June 2015 - August 2015
Bessel Capital Hedge Fund January 2014 - January 2015
Jefferies LLC July 2014 - August 2014
Stanford Blyth Fund September 2013 - June 2014
IAC July 2013 - August 2013
Stanford Varsity Baseball September 2012 - June 2013
Project ALS July 2010 - August 2010
Education
Stanford University 2012 — 2016
B.S, Management Science and Engineering; Financial and Decision Engineering Focus
Rye High School 2008 — 2012
Bank of America Merrill Lynch July 2015 - Present
The University of Chicago Booth School of Business 2013 - 2015
Slynq Interactive 2012 - 2014
Deutsche Bank 2009 - 2011
Credit Suisse 2008 - 2009
Skills
Equity Structuring, Derivatives, Structured Products, Equity Derivatives, Options, Quantitative Finance, Financial Structuring, Equities, Trading, Structured Finance, Investments, Hedging, Investment Banking, Financial Markets, Finance, Bloomberg, Financial Risk, Corporate Finance, Financial Modeling
Education
Stanford University
Master’s Degree, Financial Mathematics
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Strategic Management, Entrepreneurship, Finance
University of Mumbai
Bachelor of Engineering (B.E.), Computer Science
Intceta March 2015 - Present
StartX April 2012 - Present
VipeCloud August 2011 - Present
Kappa Sigma Fraternity April 2011 - January 2015
St. Francis High School April 2011 - January 2015
California Staffing Professionals December 2008 - December 2012
VipePower January 2007 - August 2011
Credit Suisse July 2005 - July 2006
Skills
Video Marketing, Video Sales, Private Video Sharing, Online Marketing, Video, Strategic Planning, Public Speaking, Sales, Online Advertising, Entrepreneurship, Sales Leads, Complex Sales, Start-ups, Business Strategy, Recruiting, Digital Strategy, Leadership, Strategy, Marketing Strategy, Strategic Partnerships, Management, Contract Negotiation, HTML, PHP, CSS, Web Design, Social Networking, Social Media Marketing, Recruitment Advertising, Networking, Strategic Communications, Email Marketing, Social Media, CRM, SEO, E-commerce, Marketing, Business Development, Salesforce.com, SaaS, Training, Digital Marketing, New Business Development, Customer Service, Lead Generation, Selling, Mobile Devices, SEM, Account Management, Analytics
Education
Stanford University 2001 — 2005
BS, Product Design Engineering
Saint Francis High School 1997 — 2001
Zearn August 2015 - Present
Bain & Company October 2012 - July 2015
Zearn April 2014 - September 2014
Credit Suisse June 2011 - August 2012
Credit Suisse June 2010 - August 2010
Skills
Financial Analysis, Data Analysis, Word, Microsoft Office, Excel, Financial Modeling, Microsoft Excel, Microsoft Word, Business Strategy, Valuation, Economics, Private Equity, Venture Capital, Corporate Finance, Due Diligence, Educational Technology
Education
Stanford University 2007 — 2011
B.A., Economics
Credit Suisse July 2015 - Present
Stanford University - Stanford NAACP June 2014 - June 2015
Stanford University - Institute for Diversity in the Arts (IDA) September 2013 - June 2015
Credit Suisse June 2014 - August 2014
Management Leadership for Tomorrow August 2012 - September 2013
Wells Fargo Securities June 2013 - August 2013
Gates Millennium Scholars Program September 2010 - June 2013
Raytheon June 2012 - September 2012
Skills
Matlab, C++, Engineering, Java, C, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, VBA, Programming, Public Speaking
Education
Stanford University 2010 — 2015
Bachelor's Degree, Electrical Engineering
Stanford University 2010 — 2015
Minor, Computer Science
Bank of America July 2015 - Present
Bank of America June 2014 - August 2014
Credit Suisse June 2012 - August 2012
Skills
Microsoft Excel, Photography, Problem Solving, Mathematics, Environmental Awareness, PowerPoint
Education
Stanford University 2011 — 2015
Bachelor of Science (BS), Management Science and Engineering
The Brearley School 2007 — 2011
High School Degree
Stanford Graduate School of Business February 2014 - Present
Cisco June 2015 - August 2015
GenNext Ventures February 2011 - April 2014
Credit Suisse June 2008 - October 2010
Skills
Valuation, Investment Banking, Financial Modeling, Private Equity, Corporate Finance, Equity Valuation, Capital Markets, LBO, Venture Capital, Financial Structuring, Due Diligence, New Venture Development, Business Analysis, Investment..., Equity Research, Equities, Emerging Markets, Brand Ambassadorship, Investments, Start-ups, Derivatives, Strategy, Financial Advisory, Project Finance, Leveraged Finance, Brand Development, Business Valuation, DCF, M&A experience, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
CFA Institute, USA 2008 — 2010
Chartered Financial Analyst (CFA), Finance
Indian Institute of Technology, Roorkee (IIT Roorkee) 2004 — 2008
B.Tech, Civil Engineering
Peet's Coffee & Tea July 2011 - September 2013
Cole Haan May 2010 - August 2010
Gap Inc. August 2006 - April 2009
Economics Research Associates September 2004 - August 2006
GlobalView Capital, LLC January 2002 - September 2004
Credit Suisse June 2001 - January 2002
Skills
Forecasting, Financial Modeling, Strategic Partnerships, Financial Analysis, Business Strategy, Analysis, Leadership, Finance, Market Analysis, Process Improvement, Pricing, Marketing, Real Estate, Investments, Sales, Teamwork
Education
Wharton School, University of Pennsylvania 2009 — 2011
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Lauder Institute 2009 — 2011
Master's Degree
Stanford University 1997 — 2001
B.A.
Hong Kong International School 1990 — 1997
High School
Adams Street Partners February 2009 - Present
Visier May 2014 - Present
TeleSign April 2014 - Present
Boundary March 2014 - Present
Couchbase August 2013 - Present
3i Group plc July 2006 - January 2009
Credit Suisse July 2004 - July 2006
Skills
Venture Capital, Corporate Finance, SaaS, Corporate Development, Investments, Start-ups, Analytics, Business Strategy, Deal Sourcing, Enterprise Software, Due Diligence, IPO, Financial Analysis, Strategic Partnerships, Strategy, Corporate Governance, Marketing Strategy, Big Data, Business Analysis, Competitive Analysis, Negotiation, Term Sheets, M&A execution, Emerging Growth..., Internet, Board Governance, Deal Structuring, Terms
Education
Stanford University 2003 — 2004
Master of Science (M.S.)
Stanford University 1999 — 2004
Bachelor of Arts (B.A.)
Crystal Springs Uplands School 1995 — 1999
UBS August 2008 - Present
UBS Investment Bank August 2008 - Present
Oppenheimer & Co. Inc. March 2008 - July 2008
Bank of America April 2004 - February 2008
Credit Suisse July 2003 - April 2004
Credit Suisse July 2001 - July 2003
Skills
Financial Modeling, Equity Research, Strategy, Valuation, Financial Analysis, Due Diligence, Investment Banking, Investments, Hedge Funds, Equities, Retail, Consumer Behaviour, Fashion, E-commerce, Capital Markets
Education
Stanford University 1997 — 2001
B.A., Economics, 3.5
Stanford University 1997 — 2001
BA, Economics
Credit Suisse January 2011 - Present
H/2 Capital Partners September 2010 - November 2010
Goldman Sachs December 2005 - May 2010
Goldman Sachs May 2000 - November 2005
Lehman Brothers August 1996 - May 2000
Skills
Investment Banking, Mergers & Acquisitions, Real Estate, Corporate Finance, Real Estate Financing, REIT
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (M.B.A.), Finance, Palmer Scholar (top 5% of class)
Stanford University 1987 — 1991
A.B., English, Honors
Autodesk August 2015 - Present
DPR Construction June 2014 - July 2015
Credit Suisse January 2011 - May 2014
nifty4D September 2009 - December 2010
ADAPT Corporation April 2006 - April 2009
Graphisoft April 2004 - April 2006
Webcor June 2002 - July 2004
Skills
Product Design, Project Management, Program Management, BIM, MS Project, Process Improvement, Problem Solving, Teamwork, AutoCAD, Revit, Presentations, Training, Primavera P6, Microsoft Project, Engineering, 3D, Project Coordination, CAD, Modeling
Education
Stanford University 2002 — 2003
Masters, Structural Engineering
University of Surrey 1997 — 2002
BEng, Civil Engineering with Computing
San Francisco 49ers April 2013 - Present
Taylor Woods Capital January 2011 - August 2011
Credit Suisse March 2008 - December 2010
Education
Stanford University 2011 — 2013
Master of Arts(M.A.), Economics
Princeton University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Credit Suisse June 2013 - Present
2012 Adirondack Cup September 2012 - May 2013
Crown Royalties Investment Club May 2012 - May 2013
St. Lawrence University Student Judiciary Board April 2012 - May 2013
Shemin Nurseries April 2009 - September 2009
Skills
Team Leadership, Group Communication, Creative Problem Solving, Microsoft Office, Microsoft Excel, Microsoft Word, Mac OS X, Financial Analysis, Online Social Networking, OS X
Education
St. Lawrence University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Government/Asian Studies Combined
The Gunnery School 2004 — 2007
Voya Investment Management May 2015 - Present
Morgan Stanley October 2012 - 2015
Credit Suisse May 2007 - October 2012
Skills
Project Management, Risk Management, Fixed Income Products, International Trade, Equity Derivatives, Fixed Income, Investments, Mutual Funds, Trading, Finance, Equities
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2007
Bachelor of Science, Finance
McKinsey & Company July 2013 - Present
Soros Fund Management August 2012 - September 2012
IMC Financial Markets June 2012 - August 2012
United States Department of the Treasury March 2012 - June 2012
Credit Suisse August 2011 - September 2011
Stanford University Economics Department June 2011 - August 2011
Telsey Advisory Group June 2010 - August 2010
Education
Stanford University 2012 — 2013
Master of Science (M.S.), Management Science and Engineering
Stanford University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Groton School 2004 — 2009
Independent Consultant September 1997 - Present
Independent Consultant September 1997 - Present
CNN September 1996 - September 1997
CNN September 1995 - September 1996
Merrill Lynch September 1994 - September 1995
Credit Suisse September 1993 - September 1994
Credit Suisse April 1993 - September 1993
NYC Dept. of Finance. Audit and Enforcement Division December 1990 - April 1993
NYC Dept. of Finance. Audit and Enforcement Division December 1988 - December 1990
Daniels Security Systems, Inc. January 1988 - December 1988
Skills
Strategic Planning, Process Improvement, Research, Change Management, Public Speaking, Program Management, Project Management, Team Building, Budgets, Negotiation, Event Planning, Government, Nonprofits, GeoDesign, ArchiCAD, AutoCAD, ArcGIS, Java, ASP, Microsoft Office, QuickBooks, Participatory Decision..., Emergency communications
Education
Lviv National Polytechnic University 1978 — 1984
Master's Degree, Electrical Engineering
The Boston Consulting Group January 2015 - Present
The Boston Consulting Group January 2013 - January 2015
Isis Mobile Commerce September 2012 - January 2013
Oliver Wyman September 2006 - July 2010
Credit Suisse June 2005 - August 2005
Skills
Management Consulting, Growth Strategies, Financial Modeling, Business Strategy, Strategy, Private Equity, Organizational Design, Analytics, Mergers & Acquisitions, Executive Management, Emerging Markets, Venture Capital, Corporate Development, Cross-functional Team..., Market Entry, Due Diligence, Competitive Analysis, Valuation, Strategic Consulting, Entrepreneurship
Education
Stanford Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
Yale University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Phillips Exeter Academy 1998 — 2002
New Enterprise Associates July 2007 - Present
Credit Suisse Technology Group 2005 - 2007
Credit Suisse 2005 - 2007
Skills
Venture Capital, Private Equity, Investment Banking, Financial Modeling, Corporate Development, Start-ups, Valuation, Due Diligence, Emerging Markets, Entrepreneurship, Corporate Finance, Strategy
Education
Stanford University 2001 — 2005
Bachelor's, Electrical Engineering
Citi December 2013 - Present
Credit Suisse July 2010 - December 2013
BNY Mellon June 2007 - July 2010
BNY Mellon June 2004 - June 2007
BNY Mellon January 2004 - June 2004
Merrill Lynch July 2003 - January 2004
Skills
Private Equity, Co-Investments, Company Valuation, Valuation Modeling, Equity Valuation, Financial Statement..., Investment Research, Hedge Funds, Multi Tasking, Time Management, Microsoft Office, Fund Of Funds, Portfolio Management, Investments, Valuation, Asset Management, Alternative Investments, Mutual Funds
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2004
B.S., Finance, Cum Laude
Archbishop Molloy 1996 — 2000
Highschool, General
Surveyor Capital April 2013 - Present
Silver Lake Partners July 2011 - April 2013
Credit Suisse July 2009 - August 2011
Credit Suisse June 2008 - August 2008
Education
Stanford University 2008 — 2009
MS, Statistics
Stanford University 2004 — 2008
BA, Philosophy and International Relations
Credit Suisse June 2012 - Present
Credit Suisse July 2009 - June 2012
FMV Opinions October 2004 - June 2007
Deutsch August 2003 - October 2004
Education
Clarkstown High School North
Clarkstown High School North
Stanford University 1999 — 2003
BS, Management Science & Engineering (Industrial Engineering concentration)
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Entrepreneurship & Accounting (with honors)
Integral Wealth Securities Ltd February 2014 - Present
Credit Suisse July 2010 - September 2012
Credit Suisse July 2008 - June 2010
Skills
Fixed Income, Derivatives, Capital Markets, Bloomberg, Creative Problem Solving, Analytical Skills, Communication Skills, Time Management, Learning Quickly, Structured Products, Private Banking, Globus, SWIFT payments, Treasury Services, Money Market operations, Organization &..., Investment Banking, Banking, Equities, Corporate Actions, Foreign Exchange, Cash Management, Teller Cash Operations, Stock lending borrowing
Education
St. Thomas University (CA) 2004 — 2008
Bachelor of Arts, Economics, 4.0 out of 4.3
University of New Brunswick 2004 — 2008
Certificate of Business Administration, Business Administration
KPMG June 2013 - Present
Citi June 2011 - May 2013
Citi 2011 - 2013
Citi 2011 - 2013
Nomura Securities August 2010 - May 2011
The Royal Bank of Scotland August 2009 - November 2010
Royal Bank of Canada, Capital Markets January 2009 - June 2009
RBS/Citizens Bank July 2008 - January 2009
Credit Suisse January 2006 - June 2008
Automatic Data Processing September 2003 - March 2006
Skills
Budgeting, Documentation, ITIL, Disaster Recovery, Inventory Management, Forecasting, Customer Relations, Internet Security, Microsoft Office, E-commerce, Excel, Supervisory Skills, Word, Microsoft Excel, Budgets, Microsoft Word, Information Technology, Project Management, Team Management, Consulting, Contract Management, Software Documentation, Sales, Systems Engineering, Process Scheduler, Risk Analysis, Proposal Writing, Integration, SDLC, Project Planning, PMO, Outsourcing, Data Center, Business Analysis, IT Management, IT Service Management, Project Portfolio..., CRM, SharePoint, Cloud Computing, Requirements Analysis, Risk Management, MS Project, Change Management, PMP, Program Management, Strategy, Governance, Management, Leadership
Education
Kaplan University 2003 — 2006
Bachelor of Science (BS), Information Technology
Stanford University 2002 — 2003
IT Infrastructure/resource mgmt
Rutgers Advanced Mgmt Program 1998 — 1999
Advanced Mgmt theory
Rutgers University 1996 — 1998
Kaplan University
AS, Information Systems Technology
Insight Venture Partners January 2015 - Present
Credit Suisse June 2012 - November 2014
Skills
Budgeting, Analysis, Investment Banking, Policy, Economics
Education
Stanford University 2008 — 2012
BA, English Literature
Spring11, LLC November 2014 - Present
Linium Resources October 2013 - October 2014
The Mergis Group, a Randstad Company November 2011 - July 2013
Northwestern Mutual November 2010 - October 2011
Diamond Edge Capital Partners, LLC November 2009 - November 2010
Goldman Sachs May 2009 - November 2009
Credit Suisse June 2004 - July 2008
Skills
Recruiting, Strategic Planning, Finance, Portfolio Management, Underwriting, Financial Analysis, Auditing, Investments, Accounting, Time Management, Risk Management, Credit, Valuation, Banking, Asset Management, Insurance, Human Resources, Investment Banking, Financial Services, Employee Benefits, Internal Audit, Strategic Financial..., Private Equity, Securities, Corporate Finance, Due Diligence, Financial Modeling, Mergers & Acquisitions, Executive Management, Applicant Tracking..., College Recruiting, Executive Search, Relationship Management, Talent Acquisition, Temporary Staffing, Loans, Internet Recruiting, Temporary Placement, Leadership, Financial Planning
Education
Saint Joseph's College 1998 — 2002
Bachelor’s Degree
J.P. Morgan March 2015 - Present
International Computer Consulting, Inc. September 1991 - Present
TD Securities April 2014 - March 2015
RBC Capital Markets November 2011 - April 2014
Credit Suisse April 2010 - November 2011
HSBC September 2007 - April 2010
HSBC Securities September 2007 - April 2010
Credit Suisse August 2005 - August 2007
Premcor Refining group March 2005 - July 2005
Pfizer June 2003 - February 2005
Skills
Fixed Income, Equities, Business Analysis, SDLC, Requirements Gathering, Risk Management, PMO, Business Process..., Software Project..., Visio, Project Portfolio..., Financial Services, Business Process..., Change Management, Process Improvement, Requirements Analysis, Program Management, German, Greek, Liquidity Risk, Compliance, Trade Surveillance, Commercial Lending, Management Consulting, Derivatives, Regulatory
Education
Stanford University 1986 — 1991
Bachelor of Arts and Science
SmartEnergy Holdings LLC May 2012 - Present
Kahu Trading January 2009 - Present
Credit Suisse August 2012 - February 2013
Deutsche Bank June 2011 - December 2011
Kiwi Club of New York February 2004 - February 2011
Haroldon Court Condominium 2006 - 2011
KEA January 2008 - August 2009
Credit Suisse December 2004 - December 2008
PricewaterhouseCoopers December 1999 - December 2004
Bankers Trust August 1998 - August 1999
Skills
Commodities, Openlink, Statistical Arbitrage, Trading, Matlab, R, .NET, Energy Markets, Hedging, Energy, Retail Energy, Yacht Racing, C#, Data Center Energy..., Commodity, Derivatives, Energy Management, Risk Management, Financial Risk, Market Risk, Financial Modeling, Commodity Markets, Valuation, Portfolio Management, Management Consulting, Start-ups, Business Analysis, Options, Business Development, Management, Finance, Business Strategy, Analysis
Education
Kings School
Stanford University
MS
University of Auckland
B Comm B Sc
Greenway Health (a Vista Equity Partners portfolio company) June 2013 - Present
Vista Equity Partners August 2012 - Present
Barclays Capital July 2010 - July 2012
Heidrick & Struggles March 2009 - June 2010
Credit Suisse June 2003 - 2009
Clarent Corporation 1999 - 2001
Credit Suisse (DMG Technology Group)- Technology Banking 1997 - 1999
Deloitte & Touche 1996 - 1997
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA
University of Pennsylvania - The Wharton School 1994 — 1996
BS
Stanford University 1991 — 1993
Knewton September 2013 - Present
Credit Suisse June 2012 - September 2013
Tuck School of Business at Dartmouth College August 2010 - June 2012
Credit Suisse June 2011 - August 2011
New Sector Alliance September 2009 - August 2010
PowerProduction Software April 2005 - August 2009
Camp Amelia 2004 - 2006
Global Exchange 2004 - 2005
Skills
Business Strategy, Leadership, Financial Modeling, Valuation, Due Diligence, E-commerce, Operations Management, PowerPoint, Strategy, Management Consulting, Entrepreneurship, Analytics, Research, Education, International Relations, Technology, Spanish, Venture Capital, Start-ups, Data Analysis, Politics, Competitive Analysis, Private Equity, Non-profits, Strategic Consulting, Market Research, Emerging Markets, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Corporate Development
Education
The Tuck School of Business at Dartmouth 2010 — 2012
MBA, General Management
Stanford University 2000 — 2004
BA, International Relations
Universidad Autónoma de Madrid 2002 — 2002
Sacred Heart Preparatory 1998 — 2000
Google July 2009 - Present
Credit Suisse October 2006 - March 2009
Heart's Home USA November 2006 - February 2009
Stanford University 2001 - 2006
Stanford University 2001 - 2006
Déjeune qui Prie 1998 - 2006
Swiss Army 2001 - 2004
GnuWin 2000 - 2003
Skills
C++, Java, Python, Stochastic Calculus, Interest Rate..., Monte Carlo Simulation, Topology, Object Oriented Design, Design Patterns, Test-Driven Development, Agile Project Management, Programming, Data Mining, Algorithms, LaTeX, Linux, Test Driven Development, Statistics, Quantitative Finance, Physics, Perl, Numerical Analysis, XML, JavaScript
Education
Stanford University 2000 — 2006
MSc, Mathematics
1996 — 2000
BSc, Mathematics
1996 — 2000
BSc, Physics
Lycée-Collège des Creusets 1991 — 1996
Maturité Fédérale, Type C: scientific orientation
Cretaz
Cretaz
TIAA-CREF Financial Services 2014 - Present
Bank of America 2009 - 2013
Credit Suisse 2008 - 2009
Citigroup 2006 - 2007
Morgan Stanley 2005 - 2006
Skills
Market Risk, FX Options, Derivatives, Quantitative Finance, Fixed Income, Credit/Counterparty..., Machine Learning, Market Risk Analytics, Quantitative Analytics, Credit Derivatives, Options, Capital Markets, Enerygy Derivative..., Structured Products, Multi Asset Risk...
Education
Stanford University
MSc In Finacial Mathematics
University of Southern California
Ph. D. In Earthquake Engineering
Credit Suisse January 2008 - Present
Credit Suisse First Boston August 2002 - Present
Morgan Stanley Dean Witter September 1998 - July 2002
Skills
Credit Derivatives, Quantitative Finance, Fixed Income, Structured Products, Derivatives, Equity Derivatives
Education
Stanford University 1994 — 1998
PhD, Operations Research
University of Auckland 1990 — 1994
BSc, Applied Mathematics
Mitsubishi UFJ Securities (USA), Inc. May 2015 - Present
Credit Suisse November 2014 - May 2015
Barclays Capital July 2010 - November 2014
Barclays Capital June 2009 - August 2009
Broadridge June 2008 - August 2008
Forex Capital Markets May 2007 - May 2008
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
Post Advisory Group December 2012 - Present
UCLA Investment Company 2010 - November 2012
Giovine Investment Partners 2007 - 2009
Nicholas Applegate March 2003 - December 2006
Artisan Partners 2001 - 2003
Putnam Investments June 1997 - December 2000
Credit Suisse June 1994 - July 1995
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Managment, Valuation, Investments, Financial Modeling, Due Diligence, Asset Allocation, Bloomberg, Equity Research, Investment Strategies, Private Equity, Investment Management, Financial Analysis, Mutual Funds, Emerging Markets, Investment Banking
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
University of Pennsylvania 1988 — 1992
BA / BS, History / Economics
University of Pennsylvania - The Wharton School 1988 — 1992
BS/BA, Economics/History
Millennium Technology Value Partners September 2008 - Present
Garnett & Helfrich Capital November 2006 - September 2008
Credit Suisse June 2004 - November 2006
McKinsey June 2003 - September 2003
Education
Stanford University
BA
University of Pennsylvania - The Wharton School
MBA
Google September 2013 - Present
Groupon March 2011 - September 2013
McKinsey & Company January 2010 - March 2011
Oakland Athletics June 2009 - October 2009
Credit Suisse June 2008 - August 2008
IBM Software Group July 2003 - July 2007
Education
Stanford University Graduate School of Business 2007 — 2009
MBA
University of Illinois at Urbana-Champaign 1999 — 2003
BS, Electrical Engineering
Providence Equity Partners May 2014 - Present
Credit Suisse November 2009 - May 2014
Citi May 2007 - November 2009
Pershing Advisor Solutions, LLC 2005 - 2007
Robert K. Futterman & Associates LLC August 2004 - June 2005
Skills
Lotus Notes, Microsoft Excel, PeopleSoft, PowerPoint, SharePoint, Salesforce.com, Online Research, Adobe Professional, Office 2010, MapInfo Professional, Outlook, Calendars, Spreadsheets, Travel Arrangements, Confidentiality, Office Management, Concur, Expense Reports, Calendaring, Fax, Executive Support, Onboarding, Event Planning, Office Equipment, Training, Administrative..., Microsoft Office
Education
Baruch College 2006 — 2010
Certificate in Advance Finance & Investments, Finance & Investments
St. Lawrence University 1996 — 2000
Bachelor or Arts, Sociology & Speech/Theathre
Credit Suisse December 2014 - Present
Credit Suisse March 2003 - December 2014
Deutsche Bank November 1997 - March 2003
Deloitte & Touche January 1994 - November 1997
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1995
BNY Mellon Capital Markets July 2009 - Present
DEPFA Bank March 2005 - July 2009
Credit Suisse 2002 - 2005
Lord Abbett & Co. July 2000 - July 2002
Education
St. Lawrence University 1996 — 2000
Qatalyst Group March 2008 - Present
Credit Suisse July 1998 - March 2003
Deutsche Bank April 1996 - June 1998
Morgan Stanley August 1981 - April 1996
Morgan Stanley July 1977 - July 1979
Skills
Mergers & Acquisitions, Venture Capital, Investment Banking, Private Equity, Corporate Development, M&A experience, Financial Modeling, Valuation, Business Strategy, Corporate Finance, Strategy
Education
Stanford University Graduate School of Business 1979 — 1981
MBA
Wharton School, University of Pennsylvania 1973 — 1977
Bachelor of Science in Economics, Finance
Citi April 2013 - Present
Citi March 2009 - March 2013
Citi April 2006 - March 2009
Citi November 2004 - April 2006
Citi June 2004 - November 2004
Staten Island Bank & Trust June 2003 - June 2004
Credit Suisse June 2002 - August 2002
Skills
Six Sigma, Business Analysis, ITIL, Software Documentation, Analysis, User Acceptance Testing, Management, Training, Testing, Security, System Administration, Auditing, Risk Management, SDLC, Disaster Recovery, Business Continuity, IT Management, Process Improvement, Program Management
Education
Stevens Institute of Technology 2006 — 2008
MIS, Information Systems
Saint John's University - Peter J. Tobin College of Business 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Farmers Insurance February 2011 - Present
Verizon Worldwide Wireless August 2010 - Present
Credit Suisse June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Education
St. Lawrence University 2006 — 2010
Bachelor of Arts, Economics
MOI GIRLS
Red Cottage Inc. 2007 - Present
Country House Realty February 2010 - Present
Select Island Rentals 2009 - Present
Eureka Market & Cafe March 2011 - Present
Credit Suisse 2002 - 2006
Skills
Real Estate, Buyer Representation, Second Home Market, Land Acquisition, Fishing properties, Sellers, Vacation Homes, Property, SFR, Investors, REO, Residential Homes, Luxury, Listings, Rentals, Single Family Homes, Real Property, Waterfront, Seniors, New Home Sales, Buyers, Marketing, Sales, Social Media, Management
Education
St. Lawrence University 1984 — 1988
BA, Economics
Convent of the Sacred Heart
Equity Commonwealth June 2014 - Present
Equity Group Investments September 2013 - May 2014
Dune Real Estate Partners July 2010 - July 2013
Stanford Graduate School of Business September 2008 - August 2010
Walton Street Capital July 2006 - May 2008
H&Q Asia Pacific 2006 - 2006
Credit Suisse June 2005 - August 2005
Skills
Financial Modeling, Valuation, Real Estate, Due Diligence, Real Estate Private..., Asset Management, Investments, Acquisitions, Entrepreneurship, Financial Analysis, Venture Capital
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Stanford University 2002 — 2006
Bachelor’s Degree, Economics
Nuverra Environmental Solutions October 2014 - Present
Credit Suisse 2011 - October 2014
Credit Suisse 2009 - 2011
Credit Suisse 2006 - 2008
KPMG Transaction Services 2005 - 2006
PwC 2002 - 2005
Skills
Equity Research, Asset Management, Business Strategy, Derivatives, Valuation, Hedge Funds, Financial Modeling, Corporate Development, Risk Management, Investment Banking, Corporate Finance, Economics, Equity Valuation, Investments, Due Diligence, Equities, Banking, Bloomberg, Portfolio Management, Financial Analysis, Trading, Private Equity, Capital Markets, Fixed Income, Emerging Markets, Equity Trading, Series 7, Equity Derivatives, Venture Capital, Strategy, Mergers & Acquisitions, Asset Allocation, Financial Markets, Securities, Alternative Investments, Options, Financial Services
Education
Stanford University 1997 — 2001
Bachelor of Arts (BA), Economics
CPA designation
12 West Capital Management LP September 2011 - Present
New York Life Insurance Company June 2011 - September 2011
Fortress Investment Group February 2005 - December 2010
Credit Suisse 1997 - 2005
Red Wolf Capital Management, LLC 1999 - 2001
Bear Stearns 1990 - 1997
Skills
Series 7, Series 63, Italian, Hedge Funds, Fixed Income, Equities, Alternative Investments, Prime Brokerage, Derivatives, Securities, Investment Banking, Bloomberg, Asset Managment, Options, Investments, Trading, Bonds, Trading Systems, Equity Derivatives, Valuation, Electronic Trading
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1995
MBA, International Finance
Saint John's University 1986 — 1990
BS, Finance
Nazareth Regional High School 1982 — 1986
St Jude's School
The Seaport Group March 2011 - Present
Credit Suisse 1996 - 2011
Paine Weber 1992 - 1996
Skills
Structured Products, Investment Banking, Banking
Education
Saint Lawrence University 1984 — 1988
Bachelor of Science (BS), Economics
Credit Suisse January 2008 - Present
Education
Stanford University 2006 — 2007
Masters, Management Science
Credit Suisse March 2003 - Present
Bankers Trust Company/Deutsche Bank 1997 - 2003
Deloitte & Touche January 1994 - November 1997
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 1995
Bachelor's degree, Accounting
Credit Suisse May 2014 - Present
Morgan Stanley Wealth Management May 2013 - May 2014
Federal Government December 2012 - April 2013
Headstrong November 2010 - November 2012
I Q Systems April 2008 - November 2010
Bear Stearns July 2007 - April 2008
MajescoMastek 2007 - 2007
Satyam Computer Services Ltd 2000 - 2006
PwC January 1990 - July 1994
Skills
PMP, PMO, Software Project..., Requirements Analysis, Program Management, SDLC, Resource Management, Agile Methodologies, Agile Project Management, Business Analysis, Business Intelligence, Business Process, Business Process..., Business Process..., Business Transformation, Consulting, Data Warehousing, ERP, Enterprise Architecture, Global Delivery, IT Management, IT Service Management, IT Strategy, Integration, Management, Management Consulting, Outsourcing, Pre-sales, Project Delivery, Project Management, Project Portfolio..., Requirements Gathering, SOA, Scrum, SharePoint, Software Development, Solution Architecture, Vendor Management
Education
St. Stephen's College 1983 — 1986
Bachelor of Arts (BA), Economics
UBS Investment Bank November 2009 - Present
Morgan Stanley Bank Operations & RBS Global Banking & Markets May 2009 - November 2009
Morgan Stanley May 2005 - January 2009
Credit Suisse July 2004 - May 2005
Morgan Stanley December 1994 - July 2004
Skills
Prime Brokerage, Fixed Income, Middle Office, Derivatives, Back Office, Operational Risk..., Financial Services, Risk Management, Credit Derivatives, Securities Lending, Equities, Investment Banking, Settlement, CDS, Trading, Hedge Funds, Capital Markets, Operational Risk, Securities
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Finance
HealthTap April 2015 - Present
HealthTech Capital December 2014 - Present
Madison Dearborn Partners July 2012 - July 2014
Credit Suisse July 2010 - June 2012
Morningstar September 2008 - June 2009
Trimble Navigation June 2008 - August 2008
University of Chicago Booth School of Business January 2008 - June 2008
Skills
Financial Modeling, Due Diligence, Valuation, Financial Analysis, Investment Banking, Data Analysis, Research, Mergers & Acquisitions, Corporate Finance, Investments, Economics
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Chicago
B.A., Economics
Hunter Roberts Construction Group April 2014 - Present
J. Tucci Construction Corporation January 1991 - April 2014
Credit Suisse August 1988 - January 1991
PwC July 1984 - August 1988
Skills
Contract Management, Real Estate, Human Resources, Construction, Renovation, Budgets, Construction Management, Financial Modeling, Real Estate Development, Contractors, Contract Negotiation, Cost Control, Negotiation, Project Planning, Value Engineering
Education
Saint John's University - Peter J. Tobin College of Business 1980 — 1984
Bachelor of Science (B.S.), Accounting
St. Johns University 1980 — 1984
Bachelor of Science (B.S.), Accounting, 4.0 - Top 5 highest GPA in graduating class of Accounting Major
Macy's 2005 - Present
Walmart 2000 - 2007
Morgan Stanley 2000 - 2007
Credit Suisse 2000 - 2007
Education
Stanford University 1998 — 2000
BS, Economics
Stanford University 1998 — 2000
BS, Economics
PwC Consulting May 2012 - Present
My own Account January 2004 - Present
Edison Mission Energy November 2009 - December 2011
Credit Suisse July 2006 - August 2009
PacifiCorp/Scottish Power January 2004 - May 2006
PacifiCorp October 1999 - May 2006
Florida power Corp December 1998 - September 1999
Edison Source/ Edison Enterprise December 1996 - December 1998
Enserch Energy Services September 1995 - November 1996
Hong Kong Electric Co September 1982 - September 1989
Skills
Energy Trading, Risk Management, Trading, Energy Markets, Energy, Proprietary Trading, VAR, Structuring, Structured Finance, Commodities, Natural Gas, Derivatives, Risk, Valuation, Portfolio Management, Market Risk, FX, Quantitative Analysis, Hedging, Asset Management, Quantitative Finance, Financial Modeling, Options, VBA, Credit Risk, Financial Markets, Equities, Commodity Markets, Financial Structuring, Commodity, Quantitative Analytics, Project Finance, Emerging Markets, Capital Markets, Fixed Income, Trading Systems, Hedge Funds, Investment Banking, Financial Risk
Education
Stanford University 1989 — 1995
PhD, Management Science & Engineering
The University of Hong Kong 1984 — 1989
MPhil, Computation Fluid Mechanics
The University of Hong Kong 1979 — 1982
BSc (Eng), Mechanical Engineering
Credit Suisse June 2007 - Present
McKinsey & Company 1999 - 2007
Merrill Lynch February 1992 - March 1999
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance, Accounting
Stanford University 1975 — 1979
BS, Biology, Economics
Credit Suisse August 2001 - Present
Donaldson, Lufkin & Jenrette July 1999 - July 2001
Pershing, a BNY Mellon company February 1996 - June 1999
Brown Brothers Harriman December 1994 - February 1996
Skills
Fixed Income, Electronic Trading, High Yield, Trading, Derivatives, Bloomberg, Bonds, Equities, Capital Markets
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 1998
MBA, Finance
University of Scranton 1990 — 1994
BS, Finance
Blueport Capital 2015 - Present
Box 2015 - 2015
Eventbrite 2014 - 2015
Box January 2013 - September 2013
The Carlyle Group 2010 - 2012
The Blackstone Group 2008 - 2010
Credit Suisse June 2007 - August 2007
Skills
Mergers & Acquisitions, Private Equity, Financial Modeling, Investments, LBO, Valuation, Principal Investing, Corporate Development, Corporate Finance, Strategic Financial..., Financial Reporting, IPO, Capital Raising, Growth Investing, Alternative Investments, Managerial Finance, Leveraged Finance, Strategic Planning, Strategy, Financial Accounting, Capital Markets, Debt, Debt Restructuring, Debt Management, Debt & Equity Financing, Equity Capital Markets, Due Diligence, Management Due Diligence, Operational Due..., Corporate Strategy..., Market Entry, International Market..., Business Strategy, Investment Banking, Asset Management, Growth Capital, Tableau, Customer Segmentation..., Customer Retention, Behavioral Segmentation, Process Improvement, Operations Management, Customer Service..., Behavioral Targeting, Project Management, KPI Dashboards, KPI Implementation, KPI Reports, Emerging Markets
Education
Stanford Graduate School of Business 2012 — 2014
MBA, MBA
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics, Concentrations in Finance and Accounting; Minor in English
SFC Associates April 2012 - Present
Moodys Investor Services September 2008 - May 2011
WAMU Capital Corp. February 2007 - December 2007
Goldman Sachs March 2005 - February 2007
Credit Suisse May 2004 - March 2005
Standard & Poor's June 2001 - April 2004
Astoria Federal Savings February 1999 - May 2001
Home Federal Savings Bank February 1991 - August 1998
Skills
Structured Finance, CDOs, RMBS, Client Relationship..., Counterparty Risk, Operational Risk, 1-4 Family, Coop, and..., Multifamily, Mixed-Use,..., Real Estate Evaluation, Mortgage Conduit..., Fraud Detection, Project Management, Regulatory Compliance, Bulk and Flow Whole..., Automated Underwriting..., Financial Analysis, Credit Risk, Fixed Income, Loans, Residential Mortgages, Appraisals, Mortgage Lending
Education
Saint John's University - Peter J. Tobin College of Business
Master of Business Administration (M.B.A.)
St. John's University, The Peter J. Tobin College of Business 1987 — 1990
B.S., Finance
Saint Francis Prep
Palantir Technologies March 2014 - Present
McKinsey & Company 2012 - 2014
Palantir Technologies 2012 - 2012
Credit Suisse 2011 - 2011
Education
Stanford University
Master of Science (MS)
Stanford University
BA
St. Mark's School of Texas
High School
Credit Suisse September 2012 - Present
Goldman Sachs July 2010 - September 2012
South Street Securities LLC June 2009 - June 2010
Mariner Investment Group March 2006 - December 2008
Vega Asset Management August 2003 - March 2006
Education
Stanford University 1998 — 2002
B.S, Computer Science
Intuitive Surgical September 2014 - Present
Intuitive Surgical July 2013 - Present
Intuitive Surgical January 2009 - July 2013
Radius Ventures January 2003 - December 2008
Credit Suisse First Boston 2001 - 2003
Credit Suisse 2000 - 2002
Skills
Mergers, Medical Devices, Marketing Strategy, Biotechnology, Product Marketing, Competitive Marketing..., Medical Imaging, Private Equity, Start-ups, Financial Modeling, Valuation, Due Diligence, Product Launch, Marketing Management, Specialty Pharmaceutical, Molecular Imaging, M&A experience, Medical Diagnostics, Project Management, Genomics
Education
The University of Chicago - Booth School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Marketing
University of Chicago - The Pritzker School of Medicine 1996 — 2001
MD, Medical Doctor
Stanford University 1992 — 1996
BA, Economics, Biology
HSBC July 2013 - Present
Citco Fund Services October 2012 - July 2013
Credit Suisse April 2010 - October 2012
Credit Suisse September 2008 - April 2010
Skills
Bonds, Derivatives, Fixed Income, Middle Office, Options, Repos, Trading, Prime Brokerage, Collateral Management, Counterparty Risk, Securities, Bloomberg
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
BS, Finance
Citadel LLC December 2014 - Present
Goldman Sachs May 2011 - November 2014
Credit Suisse June 2009 - April 2011
Lehman Brothers 2005 - 2008
Morgan Stanley 1996 - 2005
Morgan Stanley 1996 - 2005
Skills
Fixed Income, Derivatives, Capital Markets, Trading Systems, Electronic Trading, Financial Risk, Management, Commodity, Risk Management, Trading, Equities, Investment Banking, Commodity Markets, Java
Education
University of Pennsylvania - The Wharton School 2001 — 2002
MBA
University of California, Berkeley 1989 — 1992
BA, Computer Science
Stanford University 1987 — 1989
Computer Science
JPMorgan Chase November 2013 - Present
Standard & Poor's February 2009 - November 2013
Nomura Securities 2001 - 2008
Credit Suisse 1997 - 2001
Salomon Brothers 1993 - 1997
Dean Witter Reynolds, Inc. 1989 - 1993
Skills
Hedge Funds, Fixed Income, Equity Trading, Investment Banking, Financial Services, Securities, Equities, Capital Markets, Trading, Bonds, Derivatives, Structured Products, Financial Markets, Securities Regulation, Financial Regulation, Vendor Management, FINRA
Education
Forham University
Master of Business Administration (MBA), Finance, General
St. Thomas Aquinas College
The University of Texas at Austin
Salesforce August 2015 - Present
TiE March 2015 - Present
Fractal Analytics January 2013 - August 2015
Credit Suisse March 2011 - September 2012
SunGard December 2009 - March 2011
Citi November 2007 - November 2009
Skills
Analytics, Strategy, Financial Modeling, Product Management, Business Intelligence, R, Tableau, SQL, Cloud Computing, Machine Learning, SAS, Python, Big Data, VBA, Management Consulting, Enterprise Software, Mergers & Acquisitions, Portfolio Management, Business Development, Corporate Development, Hadoop, Payments, Customer Insight, Data Mining, Marketing Effectiveness, Cleantech, Healthcare, IOT, Joint Ventures, TMT, Hive, Netezza, Due Diligence, Strategic Partnerships, Capital Markets, Bloomberg, Fixed Income, Private Equity, Equity Research
Education
Stanford University 2014 — 2014
Machine Learning
CFA Institute, USA 2009 — 2011
Chartered Financial Analyst (CFA), Investment Research & Management
University of Mumbai 2003 — 2007
Bachelor of Engineering (B.E.), Electronics & Telecom
Cantor Fitzgerald November 2013 - Present
RBC Capital Markets September 2011 - November 2013
MF Global January 2009 - September 2011
Credit Suisse June 2007 - November 2008
Skills
Fixed Income, Middle Office, Equities, Capital Markets, Trading, Investment Banking, Financial Markets, Financial Analysis, Securities, Operational Risk, Bloomberg, Collateral Management, Prime Brokerage, Settlement, Trading Systems, Back Office, Securities Lending, Corporate Actions, Financial Services, Equity Derivatives, Equity Trading, Investments, Bonds, Structured Products, Alternative Investments, Electronic Trading, Financial Risk, Interest Rate...
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2007
Bachelor's degree, Finance
UBS Investment Bank February 2013 - Present
UBS July 2005 - April 2013
Credit Suisse May 1999 - July 2005
Merrill Lynch October 1997 - May 1999
Prudential Financial 1993 - 1997
Skills
Capital Markets, Product Control, Forecasting, Finance, Analysis, Fixed Income, Financial Modeling, Financial Analysis, Financial Markets, Strategic Financial..., Middle Office, Financial Reporting, Internal Controls, Accounting, Corporate Finance
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1997
MBA, Finance
Saint John's University 1988 — 1992
BS, Accounting / Finance
Credit Suisse July 2010 - Present
PricewaterhouseCoopers October 2006 - July 2010
Skills
Financial Analysis, Financial Reporting, Internal Controls, Financial Modeling, Corporate Finance, Auditing, Capital Markets, Forecasting, Financial Accounting, GAAP, Investment Banking, Management, Sarbanes-Oxley Act, US GAAP, Accounting
Education
St. Joseph's College
Riverwood Capital August 2011 - Present
Riverwood Capital August 2008 - August 2011
Credit Suisse January 2005 - June 2008
Skills
Valuation, Private Equity, Venture Capital, Financial Modeling, Investment Banking, Mergers & Acquisitions, Start-ups, IPO, M&A experience, LBO, Due Diligence, Corporate Finance, Strategy, Emerging Markets, Investments, Leveraged Finance, Structured Finance, Equities, Portfolio Management, Corporate Development, Growth Capital, DCF
Education
Stanford University 2000 — 2004
BS, Mathematical and Computation Science
Credit Suisse April 1983 - June 2009
Education
St. Lawrence University 1975 — 1979
BA, History
Self Employed 2014 - Present
Haynes & Company 2013 - 2014
The Boston Consulting Group 1999 - 2004
Capital One 1996 - 1998
Credit Suisse 1995 - 1995
Skills
Corporate Development, Strategy, Market Entry, Acquisition Integration, Management Consulting
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance; Entrepreneuship
Stanford University 1995 — 1996
MS, Industrial Engineering
Stanford University 1992 — 1996
BS, Industrial Engineering
Wootton High School
Wootton High School
Wootton High School
Wootton High School
Stanford Graduate School of Business July 2015 - Present
Lindsay Goldberg July 2013 - July 2015
Credit Suisse June 2011 - June 2013
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (MBA)
Yale University 2007 — 2011
Bachelor of Arts (B.A.), Economics
BlueMountain Capital Management March 2013 - Present
Credit Suisse January 2010 - February 2013
Bridgewater Associates January 2007 - January 2010
Skills
Hedge Funds, Quantitative Analytics, Equities, Derivatives, Bloomberg, Financial Analysis, Trading Systems
Education
Stanford University 2002 — 2006
Bachelor of Science (BS), Mathematics and Computer Science
Memorial Sloan Kettering Cancer Center January 2014 - Present
NYU Medical Center February 2010 - January 2014
Credit Suisse June 2008 - December 2009
Skills
Financial Analysis, Investments, Financial Modeling, Portfolio Management, Banking, Corporate Finance, Risk Management
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2008
BS, Finance
Luke's Lobster June 2014 - Present
Bain & Company April 2009 - July 2013
Jo Malone London September 2012 - December 2012
Credit Suisse July 2006 - November 2008
Skills
Strategy, Market Entry, Strategic Consulting, Management Consulting, Corporate Development, Organizational Design, Private Equity, Due Diligence, Acquisition Integration, Performance Improvement, Financial Modeling, Emerging Markets, Business Transformation, Valuation, Business Strategy, Venture Capital, Mergers & Acquisitions, Growth Strategies, Corporate Finance, Analytics, Economics, Competitive Analysis, Market Analysis, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Stanford University 2002 — 2006
Bachelor of Science (BS), International Relations
Citco Fund Services June 2014 - Present
Credit Suisse February 2005 - June 2014
Northport PM, LLC January 2002 - February 2005
Geller & Company October 1997 - January 2002
Lord Abbett 1996 - 1997
Skills
Account Reconciliation, Accounting, Alternative Investments, Auditing, Bloomberg, Business Analysis, Financial Analysis, Fund Accounting, Fund Of Funds, Hedge Funds, Internal Controls, Investment Banking, Investments, Portfolio Management, Private Equity, Risk Management, Trading Systems
Education
St. John’s University
Master of Business Administration, Financial Services
St. John’s University
Bachelor of Science, Accounting
Beautiful Destinations May 2015 - Present
Oracle May 2013 - May 2015
Credit Suisse June 2012 - May 2013
Skills
Americas Womens Network..., Fixed Income, Trading, Credit Derivatives, Analysis, Credit, Swaps, Social Media, Sales, Valuation, Entrepreneurship, Data Analysis, Financial Modeling, Email Marketing, Marketing, New Business Development, Salesforce.com, Customer Retention, Analytics, Program Management
Education
Stanford University
Student-Athlete, Bachelor of Arts (B.A.) Science, Technology and Society
General Assembly
Digital Marketing
Chatham High School
McKinsey & Company July 2012 - Present
Credit Suisse June 2011 - August 2011
Standard Chartered Bank June 2009 - July 2010
Samsung Electronics July 2005 - March 2009
Education
MIT SLOAN SCHOOL OF MANAGEMENT 2010 — 2012
MBA, Finance Track, 4.80/5.00
Stanford University 2003 — 2005
MS, Computer Science; Human-Computer Interaction, 3.85/4.00
KOREA UNIVERSITY 2000 — 2003
BS, Computer Science, 4.41/4.50; Summa Cum Laude
AOL June 2012 - September 2012
Credit Suisse June 2010 - July 2010
Skills
Matlab, C/C++, Python, Statistics
Education
Stanford University 2009 — 2015
Doctor of Philosophy (PhD), Computational Mathematics
The Seaport Group, LLC February 2011 - Present
Credit Suisse August 1996 - September 2010
PaineWebber August 1993 - July 1996
Southwestern Bell Mobile Systems January 1990 - June 1993
Education
St. Lawrence University 1984 — 1988
Bachelor of Arts, Economics
BlackRock July 2013 - Present
Millennium Management LLC June 2012 - August 2012
BTIG January 2009 - May 2010
Credit Suisse July 2004 - January 2009
Skills
Valuation, Financial Modeling, Hedge Funds, Equities, Capital Markets, Bloomberg, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Finance, General
St. Lawrence University 2000 — 2004
Bachelor's, Economics
Stanford Graduate School of Business April 2015 - June 2015
eGifter/Launchpad Huntington June 2014 - August 2014
National Society of Collegiate Scholars Stony Brook Chapter September 2010 - May 2013
Credit Suisse May 2012 - September 2012
Skills
Data Analysis, Marketing Analytics, R, Business Analytics, Microsoft Excel, SQL, Matlab, Java, Microsoft Office, PowerPoint, Research, Microsoft Word, Statistics, Teaching, Public Speaking, Mandarin, Photoshop, Financial Analysis, Economics, Illustrator
Education
Stanford University 2014 — 2016
Master's Degree
State University of New York at Stony Brook 2009 — 2013
Bachelor's
Temasek Junior College 2005 — 2008
Cambridge A Level Qualification (High School)
Piper Jaffray August 2011 - Present
Credit Suisse July 2002 - June 2011
KBC Financial Products December 1999 - June 2002
D. E. Shaw & Co. August 1998 - December 1999
Education
Stanford University 1994 — 1998
B.A, political science
Apollo Global Management LLC 2013 - Present
Deutsche Bank 2010 - 2011
Credit Suisse 2008 - 2010
Skills
Portfolio Management, Fixed Income, Trading, Pension Funds, Emerging Markets, Structured Finance, Equities, Investments, Structured Products, Credit Derivatives, Quantitative Finance, Life Settlements, Valuation, Bloomberg, Hedge Funds, Credit, Financial Modeling, Alternative Investments, Derivatives, Investment Banking, Private Equity
Education
Stanford University 2003 — 2008
Ph.D., Finance
Stanford University 2002 — 2004
Master's degree, Operations Research
Sterne Agee August 2012 - Present
Goldman Sachs June 2011 - August 2011
Credit Suisse June 2010 - August 2010
Stark Investments June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research
Education
St. Lawrence University 2008 — 2012
Credit Suisse July 2007 - Present
Sanford C. Bernstein October 1986 - April 2004
Education
St. Olaf College 1981 — 1985
Bachelor of Arts (B.A.), Sociology