Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
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15,336 Credit Suisse employees in database. Find out everything there's to know about Credit Suisse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse Employees
Employee
Years
Job
Industry
Linda Xie Linda Xie's Credit Suisse Experience July 2011 - December 2012
Job
Industry Financial Services
Experience
University of Chicago Booth School of Business August 2015 - Present
Enfocus Consulting Group / US Treasury December 2012 - June 2015
Credit Suisse July 2011 - December 2012
Self-employed musician March 2003 - December 2012
The Walt Disney Company May 2008 - May 2011
University Directories May 2009 - August 2009
Walt Disney World January 2008 - May 2008
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's Degree
University of Chicago Booth School of Business August 2015 - Present
Enfocus Consulting Group / US Treasury December 2012 - June 2015
Credit Suisse July 2011 - December 2012
Self-employed musician March 2003 - December 2012
The Walt Disney Company May 2008 - May 2011
University Directories May 2009 - August 2009
Walt Disney World January 2008 - May 2008
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's Degree
Mark Nelson Mark Nelson's Credit Suisse Experience July 1999 - April 2001
Job VP, Finance and Controller at VIZIO
Industry Consumer Electronics
Experience
VIZIO April 2008 - Present
Aspen Education Group July 2004 - December 2006
Credit Suisse July 1999 - April 2001
Ernst & Young July 1997 - July 1999
Deloitte October 1995 - July 1997
Skills
Forecasting, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Cross-functional Team..., Mergers, Business Strategy, Process Improvement, Strategic Financial..., Financial Accounting, Corporate Finance, Due Diligence, Auditing, Managerial Finance, Internal Controls, Finance, Leadership, Divestitures, Microsoft Excel, CPA
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara 1991 — 1995
Bachelor of Arts (BA), Business/Managerial Economics
VIZIO April 2008 - Present
Aspen Education Group July 2004 - December 2006
Credit Suisse July 1999 - April 2001
Ernst & Young July 1997 - July 1999
Deloitte October 1995 - July 1997
Skills
Forecasting, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Cross-functional Team..., Mergers, Business Strategy, Process Improvement, Strategic Financial..., Financial Accounting, Corporate Finance, Due Diligence, Auditing, Managerial Finance, Internal Controls, Finance, Leadership, Divestitures, Microsoft Excel, CPA
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara 1991 — 1995
Bachelor of Arts (BA), Business/Managerial Economics
Lauren Bain Lauren Bain's Credit Suisse Experience April 2007 - November 2008
Job Manager of Professional Development at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company January 2014 - Present
McKinsey & Company July 2012 - December 2013
Citigroup, Global Securitized Products June 2011 - August 2011
Citigroup, Expense Analytics November 2008 - June 2010
Credit Suisse April 2007 - November 2008
Lehman Brothers June 2005 - April 2007
Skills
Strategy, Finance, Analytics, Financial Modeling, Management Consulting, Competitive Analysis, Business Strategy, Capital Markets, Market Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
University of North Carolina at Chapel Hill 2000 — 2005
Bachelor of Science, Business Administration
McKinsey & Company January 2014 - Present
McKinsey & Company July 2012 - December 2013
Citigroup, Global Securitized Products June 2011 - August 2011
Citigroup, Expense Analytics November 2008 - June 2010
Credit Suisse April 2007 - November 2008
Lehman Brothers June 2005 - April 2007
Skills
Strategy, Finance, Analytics, Financial Modeling, Management Consulting, Competitive Analysis, Business Strategy, Capital Markets, Market Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
University of North Carolina at Chapel Hill 2000 — 2005
Bachelor of Science, Business Administration
Christopher Lewis, CFA Christopher Lewis, CFA's Credit Suisse Experience July 2007 - June 2009
Job Quantitative Equity Analyst at WEDGE Capital Management
Industry Financial Services
Experience
WEDGE Capital Management July 2014 - Present
Dimensional Fund Advisors June 2013 - September 2013
River Branch Capital July 2010 - August 2012
Credit Suisse July 2007 - June 2009
Skills
Portfolio Management, Quantitative Finance, Equity Research, Analytics, R, Matlab, VBA, SQL, Financial Modeling, Valuation, Private Equity, Investment Banking, M&A analysis, Series 7, Series 63, Series 79
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (BBA)
WEDGE Capital Management July 2014 - Present
Dimensional Fund Advisors June 2013 - September 2013
River Branch Capital July 2010 - August 2012
Credit Suisse July 2007 - June 2009
Skills
Portfolio Management, Quantitative Finance, Equity Research, Analytics, R, Matlab, VBA, SQL, Financial Modeling, Valuation, Private Equity, Investment Banking, M&A analysis, Series 7, Series 63, Series 79
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (BBA)
Kevin Holzgrefe Kevin Holzgrefe's Credit Suisse Experience August 2014 - May 2015
Job .
Industry Investment Management
Experience
HG Vora Capital Management May 2015 - Present
Credit Suisse August 2014 - May 2015
Credit Suisse June 2013 - August 2013
UGA Endowment Fund January 2012 - December 2012
Schierer & Associates May 2009 - December 2011
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
HG Vora Capital Management May 2015 - Present
Credit Suisse August 2014 - May 2015
Credit Suisse June 2013 - August 2013
UGA Endowment Fund January 2012 - December 2012
Schierer & Associates May 2009 - December 2011
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Andrew Dragoumis Andrew Dragoumis's Credit Suisse Experience January 1994 - July 2003
Job Managing Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 2003 - Present
Credit Suisse January 1994 - July 2003
Citi September 1991 - January 1994
Education
The University of Chicago Booth School of Business
MBA
UBS Investment Bank September 2003 - Present
Credit Suisse January 1994 - July 2003
Citi September 1991 - January 1994
Education
The University of Chicago Booth School of Business
MBA
Ashima Garg Ashima Garg's Credit Suisse Experience 2007 - 2009
Job Principal at Agon Capital
Industry Venture Capital & Private Equity
Experience
Agon Capital 2013 - Present
Mubadala Investment Group 2009 - 2013
Credit Suisse 2007 - 2009
Lehman Brothers 2006 - 2006
AT&T 2002 - 2005
Skills
Private Equity, Investment Banking, Due Diligence, Investments, Financial Modeling, Venture Capital, Valuation, Corporate Finance, Mergers & Acquisitions, Business Strategy, Strategy, Mergers, Capital Markets, Financial Analysis, Equities, Operations Management, Operating Budgets, Mobile Technology, Data Center, Finance, Emerging Markets, Hedge Funds, Corporate Development
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance
University of Mumbai
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Agon Capital 2013 - Present
Mubadala Investment Group 2009 - 2013
Credit Suisse 2007 - 2009
Lehman Brothers 2006 - 2006
AT&T 2002 - 2005
Skills
Private Equity, Investment Banking, Due Diligence, Investments, Financial Modeling, Venture Capital, Valuation, Corporate Finance, Mergers & Acquisitions, Business Strategy, Strategy, Mergers, Capital Markets, Financial Analysis, Equities, Operations Management, Operating Budgets, Mobile Technology, Data Center, Finance, Emerging Markets, Hedge Funds, Corporate Development
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance
University of Mumbai
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Ellen Bailey's Credit Suisse Experience August 2015 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Accounting
Experience
Credit Suisse August 2015 - Present
PwC September 2014 - August 2015
PwC January 2013 - March 2013
Dell May 2012 - August 2012
Skills
Cost Accounting, Facebook, Social Media, Financial Accounting, Auditing, Data Analysis, Accounts Receivable, Accounts Payable, Public Speaking
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2014
Business Honors and Master in Professional Accounting
The University of Edinburgh 2010 — 2010
Study Abroad Program in Business Law and Law of the European Union
Credit Suisse August 2015 - Present
PwC September 2014 - August 2015
PwC January 2013 - March 2013
Dell May 2012 - August 2012
Skills
Cost Accounting, Facebook, Social Media, Financial Accounting, Auditing, Data Analysis, Accounts Receivable, Accounts Payable, Public Speaking
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2014
Business Honors and Master in Professional Accounting
The University of Edinburgh 2010 — 2010
Study Abroad Program in Business Law and Law of the European Union
Stanley D. Wells, Jr. Stanley D. Wells, Jr.'s Credit Suisse Experience June 2014 - August 2014
Job Principal at Eagle Capital Growth Partners
Industry Electrical/Electronic Manufacturing
Experience
Eagle Capital Growth Partners LLC April 2015 - Present
Agamya Capital LLC September 2014 - April 2015
Credit Suisse June 2014 - August 2014
General Cable November 2010 - August 2013
General Cable February 2009 - November 2010
Colliers International April 2008 - February 2009
Procter & Gamble 2003 - 2007
Skills
Competitive Analysis, Marketing Strategy, Sales, Strategic Planning, Product Development, Management, Public Speaking, Leadership, Strategy, Entrepreneurship, Marketing, Sales Process, Account Management, International Sales, Negotiation, Sales Management, New Business Development, Strategic Partnerships, Business Development
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
Universidad del Valle de Atemajac 2006 — 2007
Semester, International Finance and Economics
University of Cincinnati College of Business 2003 — 2007
BBA, Finance/ Real Estate/ Business Spanish
Eagle Capital Growth Partners LLC April 2015 - Present
Agamya Capital LLC September 2014 - April 2015
Credit Suisse June 2014 - August 2014
General Cable November 2010 - August 2013
General Cable February 2009 - November 2010
Colliers International April 2008 - February 2009
Procter & Gamble 2003 - 2007
Skills
Competitive Analysis, Marketing Strategy, Sales, Strategic Planning, Product Development, Management, Public Speaking, Leadership, Strategy, Entrepreneurship, Marketing, Sales Process, Account Management, International Sales, Negotiation, Sales Management, New Business Development, Strategic Partnerships, Business Development
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
Universidad del Valle de Atemajac 2006 — 2007
Semester, International Finance and Economics
University of Cincinnati College of Business 2003 — 2007
BBA, Finance/ Real Estate/ Business Spanish
Patrick W. Zanoni CPA, CFA's Credit Suisse Experience 2007 - 2008
Job VP Finance /CFO at CipherCloud
Industry Computer Software
Experience
CipherCloud 2012 - Present
Contract Clients 2010 - 2012
Fusion Systems Japan 2008 - 2010
Credit Suisse 2007 - 2008
Merrill Lynch 2006 - 2007
Telephone and Data Systems™ (TDS™) 2003 - 2006
Lehman Brothers 2000 - 2003
The American Chamber of Commerce in Japan 1994 - 1997
Yokogawa Engineering Service 1991 - 1994
Accenture (Andersen Consulting) 1989 - 1991
Skills
Mergers & Acquisitions, Due Diligence, Corporate Finance, Private Equity, Venture Capital, Investment Banking, Valuation, Mergers, Accounting, Investments, Business Strategy, Corporate Development, Financial Modeling, Start-ups, Strategic Partnerships, Financial Analysis, Equities, Financial Accounting, M&A experience, Capital Markets, Entrepreneurship, IPO, Acquisition Integration, Strategic Planning, Competitive Analysis, Integration, Investor Relations, Divestitures, Business Valuation, Joint Ventures, Business Planning, Financial Management, Debt, Strategy Development, Financial Reporting, Industry Analysis, Business Analysis, Cash Management, Japanese, Sales Operations, Managerial Finance, HR Policies, Long Range Planning, Forecasting, Cash Flow Forecasting, Monthly Closing, Team Leadership, Finance, Revenue & Profit Growth, Analysis
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance, Accounting
University of Wisconsin-Madison - School of Business 1984 — 1988
BBA, Information Systems Analysis and Design / Management
CipherCloud 2012 - Present
Contract Clients 2010 - 2012
Fusion Systems Japan 2008 - 2010
Credit Suisse 2007 - 2008
Merrill Lynch 2006 - 2007
Telephone and Data Systems™ (TDS™) 2003 - 2006
Lehman Brothers 2000 - 2003
The American Chamber of Commerce in Japan 1994 - 1997
Yokogawa Engineering Service 1991 - 1994
Accenture (Andersen Consulting) 1989 - 1991
Skills
Mergers & Acquisitions, Due Diligence, Corporate Finance, Private Equity, Venture Capital, Investment Banking, Valuation, Mergers, Accounting, Investments, Business Strategy, Corporate Development, Financial Modeling, Start-ups, Strategic Partnerships, Financial Analysis, Equities, Financial Accounting, M&A experience, Capital Markets, Entrepreneurship, IPO, Acquisition Integration, Strategic Planning, Competitive Analysis, Integration, Investor Relations, Divestitures, Business Valuation, Joint Ventures, Business Planning, Financial Management, Debt, Strategy Development, Financial Reporting, Industry Analysis, Business Analysis, Cash Management, Japanese, Sales Operations, Managerial Finance, HR Policies, Long Range Planning, Forecasting, Cash Flow Forecasting, Monthly Closing, Team Leadership, Finance, Revenue & Profit Growth, Analysis
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance, Accounting
University of Wisconsin-Madison - School of Business 1984 — 1988
BBA, Information Systems Analysis and Design / Management
Trista Choksi's Credit Suisse Experience July 2007 - December 2008
Job Case Team Leader at Bain & Company
Industry Management Consulting
Experience
Bain & Company October 2013 - Present
Bain & Company June 2012 - August 2012
American Enterprise Institute February 2011 - May 2011
The Dilenschneider Group January 2009 - January 2011
Credit Suisse July 2007 - December 2008
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Yale University 2003 — 2007
BA
National Cathedral School
Bain & Company October 2013 - Present
Bain & Company June 2012 - August 2012
American Enterprise Institute February 2011 - May 2011
The Dilenschneider Group January 2009 - January 2011
Credit Suisse July 2007 - December 2008
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Yale University 2003 — 2007
BA
National Cathedral School
Brandon Maslar Brandon Maslar's Credit Suisse Experience June 2015 - August 2015
Job Investment Banking Summer Associate at Credit Suisse
Industry Financial Services
Experience
University of Chicago Booth School of Business September 2014 - Present
Credit Suisse June 2015 - August 2015
FTI Consulting July 2009 - August 2014
Northrop Grumman Corporation June 2008 - August 2008
Skills
Financial Analysis, Data Analysis, Financial Modeling, SQL, Litigation Consulting, Litigation Support, Forensic Accounting, Management Consulting, Valuation, Crystal Reports, Analytics, Business Process..., VBA, Corporate Finance, Business Development, Business Intelligence
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Virginia 2005 — 2009
Bachelor of Arts (BA), Economics
University of Chicago Booth School of Business September 2014 - Present
Credit Suisse June 2015 - August 2015
FTI Consulting July 2009 - August 2014
Northrop Grumman Corporation June 2008 - August 2008
Skills
Financial Analysis, Data Analysis, Financial Modeling, SQL, Litigation Consulting, Litigation Support, Forensic Accounting, Management Consulting, Valuation, Crystal Reports, Analytics, Business Process..., VBA, Corporate Finance, Business Development, Business Intelligence
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Virginia 2005 — 2009
Bachelor of Arts (BA), Economics
Richard Ziegelasch Richard Ziegelasch's Credit Suisse Experience April 2010 - Present
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse April 2010 - Present
UBS November 1994 - April 2010
Education
The University of Georgia 1979 — 1983
Bachelor of Business Administration (B.B.A.), Marketing
Credit Suisse April 2010 - Present
UBS November 1994 - April 2010
Education
The University of Georgia 1979 — 1983
Bachelor of Business Administration (B.B.A.), Marketing
Santiago A. Dawson's Credit Suisse Experience June 2014 - August 2014
Job Head of Corporate Development at América Móvil
Industry Telecommunications
Experience
América Móvil September 2015 - Present
Credit Suisse June 2014 - August 2014
América Móvil June 2012 - September 2013
América Móvil June 2011 - May 2012
América Móvil September 2009 - May 2011
América Móvil August 2007 - September 2009
Skills
Corporate Finance, Financial Analysis, Business Strategy, Strategic Planning, Investor Relations, Business Planning, Strategy, Treasury, Analysis, Team Leadership, Management, Negotiation, Spanish, Mobile Devices, Business Analysis, Information Technology, Mobile Communications, Consumer Electronics, Financial Reporting, Strategic Financial..., Strategic Finance, Finance, Marketing Strategy, Entrepreneurship, Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions, Investment Banking, Capital Markets, Investments
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management, Economics, General Management and Entrepreneurship
Universidad Anáhuac
Licenciado (B.A.), Economía (Economics)
Colegio Vista Hermosa
High School, International Baccalaureate
América Móvil September 2015 - Present
Credit Suisse June 2014 - August 2014
América Móvil June 2012 - September 2013
América Móvil June 2011 - May 2012
América Móvil September 2009 - May 2011
América Móvil August 2007 - September 2009
Skills
Corporate Finance, Financial Analysis, Business Strategy, Strategic Planning, Investor Relations, Business Planning, Strategy, Treasury, Analysis, Team Leadership, Management, Negotiation, Spanish, Mobile Devices, Business Analysis, Information Technology, Mobile Communications, Consumer Electronics, Financial Reporting, Strategic Financial..., Strategic Finance, Finance, Marketing Strategy, Entrepreneurship, Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions, Investment Banking, Capital Markets, Investments
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management, Economics, General Management and Entrepreneurship
Universidad Anáhuac
Licenciado (B.A.), Economía (Economics)
Colegio Vista Hermosa
High School, International Baccalaureate
Nate Chang Nate Chang's Credit Suisse Experience July 2013 - Present
Job Biotechnology Investment Banking at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
Children's Creativity Museum 2011 - Present
RBC Capital Markets 2009 - May 2013
Morgan Stanley March 2006 - January 2009
Credit Suisse First Boston August 2004 - March 2006
ALZA Corporation (J&J) June 2003 - August 2003
Gilead Sciences November 2001 - August 2002
BioStreet.com September 2000 - July 2001
PPD Development June 1998 - August 2000
Quintiles April 1995 - March 1997
Skills
Biotechnology, Lifesciences, Healthcare, Licensing, Clinical Research, Corporate Development, Financial Modeling, Venture Capital, Valuation, Mergers, Due Diligence, Private Equity, Competitive Analysis, Mergers & Acquisitions, Pharmaceutical Industry, Biotechnology Industry, IPO, Investment Banking, Corporate Finance, M&A experience, Strategy, Acquisitions, Investor Relations, Life Sciences, Business Development
Education
Tuck School of Business at Dartmouth College 2002 — 2004
MBA
University of California, San Diego 1989 — 1994
B.S. / B.A.
Menlo Atherton High School
Credit Suisse July 2013 - Present
Children's Creativity Museum 2011 - Present
RBC Capital Markets 2009 - May 2013
Morgan Stanley March 2006 - January 2009
Credit Suisse First Boston August 2004 - March 2006
ALZA Corporation (J&J) June 2003 - August 2003
Gilead Sciences November 2001 - August 2002
BioStreet.com September 2000 - July 2001
PPD Development June 1998 - August 2000
Quintiles April 1995 - March 1997
Skills
Biotechnology, Lifesciences, Healthcare, Licensing, Clinical Research, Corporate Development, Financial Modeling, Venture Capital, Valuation, Mergers, Due Diligence, Private Equity, Competitive Analysis, Mergers & Acquisitions, Pharmaceutical Industry, Biotechnology Industry, IPO, Investment Banking, Corporate Finance, M&A experience, Strategy, Acquisitions, Investor Relations, Life Sciences, Business Development
Education
Tuck School of Business at Dartmouth College 2002 — 2004
MBA
University of California, San Diego 1989 — 1994
B.S. / B.A.
Menlo Atherton High School
Shayla Worley Shayla Worley's Credit Suisse Experience 2014 - Present
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2014 - Present
University of Georgia Athletics August 2009 - July 2013
Flip Fest Gymnastics Summer Camp July 2008 - July 2013
Georgia Gymdog Summer Camp April 2010 - January 2011
University of Georgia Gymdogs July 2010 - July 2010
Skills
Conversational in..., Extensive Excel..., Spanish, Sports Marketing, Marketing, Social Media, PowerPoint, Training, Advertising, Event Management, Microsoft Office, Marketing Communications, Time Management, Event Planning, Public Speaking, Microsoft Word, Leadership, Social Networking, Customer Service, Marketing Strategy, Public Relations, Microsoft Excel, Facebook, Social Media Marketing, Sports, Team Leadership, Data Analysis, Blogging, Sales, Management, Sports Management, Press Releases, Coaching, Teamwork, Fundraising, Community Outreach, Budgets, Strategic Planning, Athletics, Media Relations, Gymnastics, Teaching, Nonprofits, Research, Online Advertising, Editing
Education
University of Georgia - Terry College of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance
The University of Georgia
Bachelor of Business Administration, Marketing & Finance, 3.8 GPA
Credit Suisse 2014 - Present
University of Georgia Athletics August 2009 - July 2013
Flip Fest Gymnastics Summer Camp July 2008 - July 2013
Georgia Gymdog Summer Camp April 2010 - January 2011
University of Georgia Gymdogs July 2010 - July 2010
Skills
Conversational in..., Extensive Excel..., Spanish, Sports Marketing, Marketing, Social Media, PowerPoint, Training, Advertising, Event Management, Microsoft Office, Marketing Communications, Time Management, Event Planning, Public Speaking, Microsoft Word, Leadership, Social Networking, Customer Service, Marketing Strategy, Public Relations, Microsoft Excel, Facebook, Social Media Marketing, Sports, Team Leadership, Data Analysis, Blogging, Sales, Management, Sports Management, Press Releases, Coaching, Teamwork, Fundraising, Community Outreach, Budgets, Strategic Planning, Athletics, Media Relations, Gymnastics, Teaching, Nonprofits, Research, Online Advertising, Editing
Education
University of Georgia - Terry College of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance
The University of Georgia
Bachelor of Business Administration, Marketing & Finance, 3.8 GPA
Christian Jöllinger Christian Jöllinger's Credit Suisse Experience June 2012 - November 2012
Job Attorneyatlaw at Freshfields Bruckhaus Deringer LLP
Industry Law Practice
Experience
Freshfields Bruckhaus Deringer November 2010 - Present
Credit Suisse June 2012 - November 2012
ECTIL / Bankwissenschaftliche Gesellschaft September 2008 - June 2009
Universität Wien / Institut fuer Zivilrecht July 2008 - December 2008
Higher Regional Court of Vienna May 2007 - January 2008
Dorda Brugger Jordis Attorneys, Vienna August 2006 - August 2006
Freshfields Bruckhaus Deringer LLP July 2006 - July 2006
bpv Huegel Rechtsanwaelte August 2005 - August 2005
Wolf Theiss July 2005 - July 2005
Skills
Corporate Law, Legal Research, Legal Advice, Cross-border..., Securities Regulation, Microsoft Office, English, German, Teamwork, Team Building, Rechtsberatung, Rechtsstreitigkeiten, Privates Eigenkapital, Gesellschaftsrecht, Handelsrecht
Education
The University of Edinburgh 2009 — 2010
Master of Laws (LLM), Commercial Law
Universität Wien / University of Vienna 2007 — 2010
Dr. iur. (PhD), Commercial Law and Capital Markets Regulation
Universität Wien / University of Vienna 2003 — 2007
Master of Laws (LL.M.), Law
Freshfields Bruckhaus Deringer November 2010 - Present
Credit Suisse June 2012 - November 2012
ECTIL / Bankwissenschaftliche Gesellschaft September 2008 - June 2009
Universität Wien / Institut fuer Zivilrecht July 2008 - December 2008
Higher Regional Court of Vienna May 2007 - January 2008
Dorda Brugger Jordis Attorneys, Vienna August 2006 - August 2006
Freshfields Bruckhaus Deringer LLP July 2006 - July 2006
bpv Huegel Rechtsanwaelte August 2005 - August 2005
Wolf Theiss July 2005 - July 2005
Skills
Corporate Law, Legal Research, Legal Advice, Cross-border..., Securities Regulation, Microsoft Office, English, German, Teamwork, Team Building, Rechtsberatung, Rechtsstreitigkeiten, Privates Eigenkapital, Gesellschaftsrecht, Handelsrecht
Education
The University of Edinburgh 2009 — 2010
Master of Laws (LLM), Commercial Law
Universität Wien / University of Vienna 2007 — 2010
Dr. iur. (PhD), Commercial Law and Capital Markets Regulation
Universität Wien / University of Vienna 2003 — 2007
Master of Laws (LL.M.), Law
Craig Sterling Craig Sterling's Credit Suisse Experience June 2002 - June 2011
Job Head of Equity Research, U.S. and Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments May 2015 - Present
EVA Dimensions September 2011 - April 2015
Credit Suisse June 2002 - June 2011
UBS Investment Bank August 2000 - June 2002
Skills
Equities, Valuation, Hedge Funds, Investment Banking, Fixed Income, Equity Research, Financial Modeling, Portfolio Management, Bloomberg, Asset Management, Investments, Capital Markets, Corporate Finance
Education
University of Chicago Graduate School of Business 1998 — 2000
MBA, Finance
Washington University in St. Louis 1987 — 1991
BSBA, Business
Pioneer Investments May 2015 - Present
EVA Dimensions September 2011 - April 2015
Credit Suisse June 2002 - June 2011
UBS Investment Bank August 2000 - June 2002
Skills
Equities, Valuation, Hedge Funds, Investment Banking, Fixed Income, Equity Research, Financial Modeling, Portfolio Management, Bloomberg, Asset Management, Investments, Capital Markets, Corporate Finance
Education
University of Chicago Graduate School of Business 1998 — 2000
MBA, Finance
Washington University in St. Louis 1987 — 1991
BSBA, Business
Donald Sohn, CFA Donald Sohn, CFA's Credit Suisse Experience 2006 - 2008
Job Director of Finance at yikes
Industry Financial Services
Experience
yikes April 2015 - Present
Booz Allen Hamilton January 2012 - March 2015
Gelber Group LLC March 2010 - October 2011
Credit Suisse 2006 - 2008
Jefferies & Company 2004 - 2006
AT&T 2002 - 2004
Skills
Chartered Financial..., Financial Modeling, Valuation, Fixed Income, Equities, Capital Markets, Derivatives, Corporate Finance, Bloomberg, Financial Analysis, Strategy, Trading, Portfolio Management, Management, Investment Banking, Mergers & Acquisitions
Education
University of Pennsylvania 1998 — 2002
BA, Economics
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
yikes April 2015 - Present
Booz Allen Hamilton January 2012 - March 2015
Gelber Group LLC March 2010 - October 2011
Credit Suisse 2006 - 2008
Jefferies & Company 2004 - 2006
AT&T 2002 - 2004
Skills
Chartered Financial..., Financial Modeling, Valuation, Fixed Income, Equities, Capital Markets, Derivatives, Corporate Finance, Bloomberg, Financial Analysis, Strategy, Trading, Portfolio Management, Management, Investment Banking, Mergers & Acquisitions
Education
University of Pennsylvania 1998 — 2002
BA, Economics
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Patrick Schlumpf's Credit Suisse Experience July 2015 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Vastago June 2015 - Present
BRASA - Brazilian Student Association May 2014 - Present
Credit Suisse June 2014 - August 2014
NEO Investimentos June 2013 - September 2013
Hemisfério Sul Investimentos S.A. July 2012 - August 2012
Skills
Private Equity, PowerPoint, English, Data Analysis, Microsoft Word, Economics, French, Microsoft Excel, Real Estate Private..., DCF Valuation, Financial Accounting, German, Investments, Financial Modeling, Corporate Finance, Investment Banking, Valuation, Bloomberg, Finance
Education
The University of Chicago 2011 — 2015
Bachelor of Arts (B.A.), Economics
The University of Chicago Booth School of Business
Credit Suisse July 2015 - Present
Vastago June 2015 - Present
BRASA - Brazilian Student Association May 2014 - Present
Credit Suisse June 2014 - August 2014
NEO Investimentos June 2013 - September 2013
Hemisfério Sul Investimentos S.A. July 2012 - August 2012
Skills
Private Equity, PowerPoint, English, Data Analysis, Microsoft Word, Economics, French, Microsoft Excel, Real Estate Private..., DCF Valuation, Financial Accounting, German, Investments, Financial Modeling, Corporate Finance, Investment Banking, Valuation, Bloomberg, Finance
Education
The University of Chicago 2011 — 2015
Bachelor of Arts (B.A.), Economics
The University of Chicago Booth School of Business
David Borkowski David Borkowski's Credit Suisse Experience March 2005 - June 2006
Job Director at Prudential Capital Partners
Industry Investment Management
Experience
Prudential Capital Partners August 2013 - Present
J.P. Morgan July 2012 - August 2013
Credit Agricole / Hedgeserv June 2006 - July 2012
Credit Suisse March 2005 - June 2006
Clifton Gunderson LLP June 2003 - March 2005
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Accounting, Analytical Finance, Entrepreneurship
University of Dayton 1999 — 2003
BS, Accounting and Finance
Prudential Capital Partners August 2013 - Present
J.P. Morgan July 2012 - August 2013
Credit Agricole / Hedgeserv June 2006 - July 2012
Credit Suisse March 2005 - June 2006
Clifton Gunderson LLP June 2003 - March 2005
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Accounting, Analytical Finance, Entrepreneurship
University of Dayton 1999 — 2003
BS, Accounting and Finance
Alka Sharma Alka Sharma's Credit Suisse Experience 2015 - Present
Job Market Risk Management
Industry Financial Services
Experience
Credit Suisse 2015 - Present
Consultant 2010 - 2014
Citi Private Bank 2009 - 2010
Deutsche Bank 2007 - 2009
Deutsche Bank June 2006 - August 2006
Skills
FX, Derivatives, Options, Currency, Swaps, Financial Markets, Reuters, Bloomberg, FXall, FX Connect, FX Options, Electronic Trading, Hedge Funds, Interest Rate..., Emerging Markets, Investment Banking, Capital Markets
Education
The University of Connecticut School of Business 2014 — 2015
Master's Degree, Financial Risk Management
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Accounting and Managerial & Organizational Behavior
Centenary College
Bachelor's Degree, Business Administration, summa cum laude
Credit Suisse 2015 - Present
Consultant 2010 - 2014
Citi Private Bank 2009 - 2010
Deutsche Bank 2007 - 2009
Deutsche Bank June 2006 - August 2006
Skills
FX, Derivatives, Options, Currency, Swaps, Financial Markets, Reuters, Bloomberg, FXall, FX Connect, FX Options, Electronic Trading, Hedge Funds, Interest Rate..., Emerging Markets, Investment Banking, Capital Markets
Education
The University of Connecticut School of Business 2014 — 2015
Master's Degree, Financial Risk Management
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Accounting and Managerial & Organizational Behavior
Centenary College
Bachelor's Degree, Business Administration, summa cum laude
Henry Arias's Credit Suisse Experience July 2008 - December 2008
Job MBA Graduate The University of Chicago Booth School of Business
Industry Investment Management
Experience
CDP Capital U.S. Inc. l Caisse de dépôt et placement du Québec June 2014 - August 2014
BNY Mellon July 2009 - June 2013
Credit Suisse July 2008 - December 2008
Skills
Equities, Financial Modeling, Valuation, Investments, Spanish, Finance, Emerging Markets, FX, Latin American Business, Bonds, Credit, Equity Research, Structured Products, Trading, FX Options, Asset Allocation, Bloomberg, Capital IQ, FactSet, DCF Valuation, DCF
Education
The University of Chicago - Booth School of Business 2013 — 2015
MBA, Finance & Accounting
Wesleyan University 2004 — 2008
BA, Economics and Sociology
CDP Capital U.S. Inc. l Caisse de dépôt et placement du Québec June 2014 - August 2014
BNY Mellon July 2009 - June 2013
Credit Suisse July 2008 - December 2008
Skills
Equities, Financial Modeling, Valuation, Investments, Spanish, Finance, Emerging Markets, FX, Latin American Business, Bonds, Credit, Equity Research, Structured Products, Trading, FX Options, Asset Allocation, Bloomberg, Capital IQ, FactSet, DCF Valuation, DCF
Education
The University of Chicago - Booth School of Business 2013 — 2015
MBA, Finance & Accounting
Wesleyan University 2004 — 2008
BA, Economics and Sociology
Calvin Chun's Credit Suisse Experience July 2014 - Present
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Credit Suisse June 2012 - August 2012
ExxonMobil June 2008 - June 2012
Celanese June 2007 - August 2007
Education
The University of Chicago - Booth School of Business 2012 — 2014
MBA, Finance, Accounting, Entrepreneurship
University of Virginia 2004 — 2008
B.S. with High Distinction, Chemical Engineering, Mathematics
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Credit Suisse June 2012 - August 2012
ExxonMobil June 2008 - June 2012
Celanese June 2007 - August 2007
Education
The University of Chicago - Booth School of Business 2012 — 2014
MBA, Finance, Accounting, Entrepreneurship
University of Virginia 2004 — 2008
B.S. with High Distinction, Chemical Engineering, Mathematics
Pushpam Jain Pushpam Jain's Credit Suisse Experience November 2005 - April 2007
Job Portfolio Manager at UBS Global Asset Management
Industry Investment Management
Experience
Franklin Templeton Investments, Darby Private Equity July 2008 - June 2014
Merrill Lynch April 2007 - July 2008
Credit Suisse November 2005 - April 2007
GE Capital October 2004 - November 2005
Skills
Emerging Markets, Private Equity, Infrastructure Projects, Global Business..., Latin America
Education
The University of Chicago - Booth School of Business 2002 — 2004
mba
The University of Chicago 1994 — 2000
PhD, Public Policy
Franklin Templeton Investments, Darby Private Equity July 2008 - June 2014
Merrill Lynch April 2007 - July 2008
Credit Suisse November 2005 - April 2007
GE Capital October 2004 - November 2005
Skills
Emerging Markets, Private Equity, Infrastructure Projects, Global Business..., Latin America
Education
The University of Chicago - Booth School of Business 2002 — 2004
mba
The University of Chicago 1994 — 2000
PhD, Public Policy
Peter Carter Peter Carter's Credit Suisse Experience April 2008 - December 2011
Job Executive Director, Banking & Trust Group at UBS Wealth Management
Industry Capital Markets
Experience
UBS Wealth Management June 2015 - Present
National Australia Bank November 2012 - September 2014
Credit Suisse April 2008 - December 2011
Merrill Lynch August 1996 - January 2008
DIANON Systems, Inc. August 1991 - September 1994
US Army September 1989 - July 1991
Skills
Private Placements, Finance, Structured Finance, Investment Banking, Leadership, Financial Modeling, Capital Markets, Investments, Private Equity, Fixed Income, Equities, Corporate Finance, Asset Management, Valuation
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
United States Military Academy at West Point 1984 — 1988
Bachelor of Science (BS), French Studies
UBS Wealth Management June 2015 - Present
National Australia Bank November 2012 - September 2014
Credit Suisse April 2008 - December 2011
Merrill Lynch August 1996 - January 2008
DIANON Systems, Inc. August 1991 - September 1994
US Army September 1989 - July 1991
Skills
Private Placements, Finance, Structured Finance, Investment Banking, Leadership, Financial Modeling, Capital Markets, Investments, Private Equity, Fixed Income, Equities, Corporate Finance, Asset Management, Valuation
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
United States Military Academy at West Point 1984 — 1988
Bachelor of Science (BS), French Studies
Traci Baker's Credit Suisse Experience 2008 - 2010
Job Principal Consultant at CorpU
Industry E-Learning
Experience
CorpU June 2014 - Present
Xerox 2010 - 2014
Credit Suisse 2008 - 2010
EY 2004 - 2008
EY 2002 - 2004
Ernst & Young 1998 - 2004
RB 1993 - 1995
Skills
Instructional Design, Account Management, Process Improvement, Coaching, Team Building, Program Management, Outsourcing, E-Learning, Project Management, Change Management, Consulting, Forecasting, Training, SharePoint, Strategic Planning, Human Resources, Talent Management, Operations Management, Employee Training, Cross-functional Team...
Education
The University of Akron
BS, Technical Training specializing in instructional design and adult education
The University of Akron
Associate of Arts and Sciences (AAS), Office Management and Supervision
CorpU June 2014 - Present
Xerox 2010 - 2014
Credit Suisse 2008 - 2010
EY 2004 - 2008
EY 2002 - 2004
Ernst & Young 1998 - 2004
RB 1993 - 1995
Skills
Instructional Design, Account Management, Process Improvement, Coaching, Team Building, Program Management, Outsourcing, E-Learning, Project Management, Change Management, Consulting, Forecasting, Training, SharePoint, Strategic Planning, Human Resources, Talent Management, Operations Management, Employee Training, Cross-functional Team...
Education
The University of Akron
BS, Technical Training specializing in instructional design and adult education
The University of Akron
Associate of Arts and Sciences (AAS), Office Management and Supervision
Thomas Hagstrom, CFA's Credit Suisse Experience June 1994 - June 1998
Job SVPInvestments at FSquared Investments
Industry Financial Services
Experience
F-Squared Investments July 2011 - Present
State Street February 2008 - October 2010
RBS Greenwich Capital January 2005 - February 2008
State Street Research June 2001 - January 2005
Lehman Brothers June 1998 - June 2001
Credit Suisse June 1994 - June 1998
First Chicago Bank & Trust June 1991 - June 1994
United States Army May 1984 - October 1989
Skills
Asset Managment, Fixed Income, Portfolio Management, Hedge Funds, Derivatives, Trading, Emerging Markets, Alternative Investments, Series 7, Investment Strategies, Investments, Asset Allocation, Investment Management, Asset Management, Bloomberg, Mutual Funds, Capital Markets, Wealth Management, Bonds, Series 63, ETFs, Valuation
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance
United States Military Academy at West Point 1980 — 1984
BS, Economics, Math
F-Squared Investments July 2011 - Present
State Street February 2008 - October 2010
RBS Greenwich Capital January 2005 - February 2008
State Street Research June 2001 - January 2005
Lehman Brothers June 1998 - June 2001
Credit Suisse June 1994 - June 1998
First Chicago Bank & Trust June 1991 - June 1994
United States Army May 1984 - October 1989
Skills
Asset Managment, Fixed Income, Portfolio Management, Hedge Funds, Derivatives, Trading, Emerging Markets, Alternative Investments, Series 7, Investment Strategies, Investments, Asset Allocation, Investment Management, Asset Management, Bloomberg, Mutual Funds, Capital Markets, Wealth Management, Bonds, Series 63, ETFs, Valuation
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance
United States Military Academy at West Point 1980 — 1984
BS, Economics, Math
Josh Yelsey Josh Yelsey's Credit Suisse Experience June 2011 - August 2011
Job Director M&A at ATI Physical Therapy
Industry Financial Services
Experience
ATI Physical Therapy September 2015 - Present
Anheuser-Busch InBev July 2014 - September 2015
Anheuser-Busch InBev July 2013 - June 2014
Anheuser-Busch InBev July 2012 - June 2013
Credit Suisse June 2011 - August 2011
PIMCO September 2005 - July 2010
ESPN/ABC SPORTS June 2004 - August 2004
Skills
Strategic Planning, Financial Analysis, New Business Development, Media & Entertainment, Financial Markets, Financial Modeling, Business Strategy, Business Modeling, Business Analysis, Leveraged Finance, Due Diligence, Fixed Income, Derivatives, Portfolio Management, Investments, Venture Financing, Structured Products, Asset Management, Valuation, Options, Compliance, Quantitative Analysis, Asset Allocation, Trading, Analysis, Economics, Finance, Corporate Finance, Credit, Private Equity
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master, M.B.A; Finance, Strategic Management, Entrepreneurship
Yale University 2001 — 2005
B.A., Political Science
ATI Physical Therapy September 2015 - Present
Anheuser-Busch InBev July 2014 - September 2015
Anheuser-Busch InBev July 2013 - June 2014
Anheuser-Busch InBev July 2012 - June 2013
Credit Suisse June 2011 - August 2011
PIMCO September 2005 - July 2010
ESPN/ABC SPORTS June 2004 - August 2004
Skills
Strategic Planning, Financial Analysis, New Business Development, Media & Entertainment, Financial Markets, Financial Modeling, Business Strategy, Business Modeling, Business Analysis, Leveraged Finance, Due Diligence, Fixed Income, Derivatives, Portfolio Management, Investments, Venture Financing, Structured Products, Asset Management, Valuation, Options, Compliance, Quantitative Analysis, Asset Allocation, Trading, Analysis, Economics, Finance, Corporate Finance, Credit, Private Equity
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master, M.B.A; Finance, Strategic Management, Entrepreneurship
Yale University 2001 — 2005
B.A., Political Science
Frances Eaton's Credit Suisse Experience June 2013 - Present
Job Associate Global Macro Products Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2013 - Present
Bloomberg October 2011 - May 2013
Bloomberg August 2010 - October 2011
Bay Crest Partners, LLC May 2009 - August 2009
CapRock Communications May 2008 - August 2008
Skills
Bloomberg Terminal, Equities, Financial Analysis, Microsoft Excel, Hedge Funds, Valuation, PowerPoint, Corporate Finance, Sales, Microsoft Office, Relationship Management, Account Management, Social Media, Marketing, Finance, Customer Service, Financial Services, CRM, Fixed Income, Securities
Education
The University of Georgia 2006 — 2010
BA, Banking & Finance
Georgetown Visitation Preparatory School 2002 — 2006
Credit Suisse June 2013 - Present
Bloomberg October 2011 - May 2013
Bloomberg August 2010 - October 2011
Bay Crest Partners, LLC May 2009 - August 2009
CapRock Communications May 2008 - August 2008
Skills
Bloomberg Terminal, Equities, Financial Analysis, Microsoft Excel, Hedge Funds, Valuation, PowerPoint, Corporate Finance, Sales, Microsoft Office, Relationship Management, Account Management, Social Media, Marketing, Finance, Customer Service, Financial Services, CRM, Fixed Income, Securities
Education
The University of Georgia 2006 — 2010
BA, Banking & Finance
Georgetown Visitation Preparatory School 2002 — 2006
Shan Siddiqui Shan Siddiqui's Credit Suisse Experience June 2015 - Present
Job Analyst at Credit Suisse Leveraged Finance Origination & Restructuring
Industry Investment Banking
Experience
Credit Suisse June 2015 - Present
Citigroup June 2014 - June 2015
Citigroup June 2013 - August 2013
Bank of America Merrill Lynch June 2012 - August 2012
Foundry Capital January 2012 - April 2012
Google November 2011 - November 2011
Orotrend Inc May 2010 - August 2010
Education
University of Oxford 2014 — 2014
Philosophy, Politics, & Economics
The University of Georgia 2009 — 2014
Bachelor of Science (B.S.), Civil Engineering
University of Georgia - Terry College of Business 2009 — 2014
Bachelor of Business Administration (BBA), Finance, Legal Studies
Credit Suisse June 2015 - Present
Citigroup June 2014 - June 2015
Citigroup June 2013 - August 2013
Bank of America Merrill Lynch June 2012 - August 2012
Foundry Capital January 2012 - April 2012
Google November 2011 - November 2011
Orotrend Inc May 2010 - August 2010
Education
University of Oxford 2014 — 2014
Philosophy, Politics, & Economics
The University of Georgia 2009 — 2014
Bachelor of Science (B.S.), Civil Engineering
University of Georgia - Terry College of Business 2009 — 2014
Bachelor of Business Administration (BBA), Finance, Legal Studies
Alexandra Neuser Alexandra Neuser's Credit Suisse Experience July 2014 - Present
Job Head of Discretionary Managed Portfolios
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse January 2014 - June 2014
Credit Suisse June 2010 - December 2013
Credit Suisse June 2009 - August 2009
The Brookside Group June 2008 - August 2008
Skills
Portfolio Management, Investments, Analysis, Financial Advisory, Bloomberg, Wealth Management, Equities
Education
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Finance, Economics
The University of Edinburgh 2008 — 2008
Study Abroad, Finance, Economics
Credit Suisse July 2014 - Present
Credit Suisse January 2014 - June 2014
Credit Suisse June 2010 - December 2013
Credit Suisse June 2009 - August 2009
The Brookside Group June 2008 - August 2008
Skills
Portfolio Management, Investments, Analysis, Financial Advisory, Bloomberg, Wealth Management, Equities
Education
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Finance, Economics
The University of Edinburgh 2008 — 2008
Study Abroad, Finance, Economics
Lee Womer Lee Womer's Credit Suisse Experience July 2009 - September 2012
Job Business Development at LinkedIn
Industry Internet
Experience
LinkedIn October 2014 - Present
LinkedIn October 2012 - October 2014
Credit Suisse July 2009 - September 2012
Microsoft Corp February 2006 - August 2007
Microsoft September 2001 - January 2006
Skills
M&A experience, Investment Banking, New Business Development, Internet, New Media, Financial Analysis, Corporate Finance, Process Management, Financial Modeling, International Business, Corporate Development, Strategic Partnerships, Business Strategy, Strategy Development, Mobile Internet, Mobile Technology, Capital Markets, Enterprise Storage, Cloud Computing, Storage, Financial Planning, Strategic Financial..., Social Networking, Social Media, Professional Network, Digital Media, Online Advertising, Strategy, Mergers & Acquisitions, Management Consulting, Private Equity, Due Diligence, Investments, Venture Capital, Finance, Management, Mobile Devices, Emerging Markets, Equities, Leadership, Competitive Analysis
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration (M.B.A.)
Pennsylvania State University 1997 — 2001
Bachelor's Degree, Smeal College of Business
LinkedIn October 2014 - Present
LinkedIn October 2012 - October 2014
Credit Suisse July 2009 - September 2012
Microsoft Corp February 2006 - August 2007
Microsoft September 2001 - January 2006
Skills
M&A experience, Investment Banking, New Business Development, Internet, New Media, Financial Analysis, Corporate Finance, Process Management, Financial Modeling, International Business, Corporate Development, Strategic Partnerships, Business Strategy, Strategy Development, Mobile Internet, Mobile Technology, Capital Markets, Enterprise Storage, Cloud Computing, Storage, Financial Planning, Strategic Financial..., Social Networking, Social Media, Professional Network, Digital Media, Online Advertising, Strategy, Mergers & Acquisitions, Management Consulting, Private Equity, Due Diligence, Investments, Venture Capital, Finance, Management, Mobile Devices, Emerging Markets, Equities, Leadership, Competitive Analysis
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration (M.B.A.)
Pennsylvania State University 1997 — 2001
Bachelor's Degree, Smeal College of Business
KAPIL AGGARWAL KAPIL AGGARWAL's Credit Suisse Experience November 2013 - June 2015
Job Capital Markets Consultant
Industry Financial Services
Experience
BNP Paribas May 2015 - Present
Credit Suisse November 2013 - June 2015
Barclays Investment Bank February 2013 - November 2013
Barclays Investment Bank September 2012 - February 2013
Barclays Investment Bank January 2010 - September 2012
Credit Suisse January 2008 - December 2009
Thomson Reuters January 2007 - January 2008
Bank/Capital One Bank April 2006 - January 2007
Subway Restaurant Inc. January 2004 - January 2006
Skills
Cleint Training..., Team Leadership, Microsoft Office, Fixed Income, Credit Derivatives, Mortgage Banking, Life Finance Products, Business Analysis, SDLC, Markitwire, Bloomberg, Reuters 3000, JIRA, Quality Center, Management, Financial Analysis, Capital Markets, Middle Office, Derivatives, Equities, Financial Services, Trading, Finance, Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2007
BBA, Finance & Investments
The University of Findlay 2003 — 2003
Bachelor's Degree, Computer Science
BNP Paribas May 2015 - Present
Credit Suisse November 2013 - June 2015
Barclays Investment Bank February 2013 - November 2013
Barclays Investment Bank September 2012 - February 2013
Barclays Investment Bank January 2010 - September 2012
Credit Suisse January 2008 - December 2009
Thomson Reuters January 2007 - January 2008
Bank/Capital One Bank April 2006 - January 2007
Subway Restaurant Inc. January 2004 - January 2006
Skills
Cleint Training..., Team Leadership, Microsoft Office, Fixed Income, Credit Derivatives, Mortgage Banking, Life Finance Products, Business Analysis, SDLC, Markitwire, Bloomberg, Reuters 3000, JIRA, Quality Center, Management, Financial Analysis, Capital Markets, Middle Office, Derivatives, Equities, Financial Services, Trading, Finance, Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2007
BBA, Finance & Investments
The University of Findlay 2003 — 2003
Bachelor's Degree, Computer Science
Christopher Weaver's Credit Suisse Experience June 2012 - August 2012
Job Investment Banking Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey February 2015 - Present
TripleTree July 2013 - January 2015
Credit Suisse June 2012 - August 2012
National Instruments June 2007 - July 2011
National Instruments August 2005 - June 2007
Skills
Labview, Engineering, Automation, Testing, Sales, Valuation, Financial Modeling, Mergers & Acquisitions, Technical Writing, Due Diligence, Product Management, Cross-functional Team..., CRM, Business Strategy, Strategy, LabVIEW, Electronics, Financial Analysis, Corporate Finance
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Analytic Finance, Finance, Accounting, Entrepreneurship
Vanderbilt University 2001 — 2005
Bachelor of Engineering, Biomedical Engineering
Houlihan Lokey February 2015 - Present
TripleTree July 2013 - January 2015
Credit Suisse June 2012 - August 2012
National Instruments June 2007 - July 2011
National Instruments August 2005 - June 2007
Skills
Labview, Engineering, Automation, Testing, Sales, Valuation, Financial Modeling, Mergers & Acquisitions, Technical Writing, Due Diligence, Product Management, Cross-functional Team..., CRM, Business Strategy, Strategy, LabVIEW, Electronics, Financial Analysis, Corporate Finance
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Analytic Finance, Finance, Accounting, Entrepreneurship
Vanderbilt University 2001 — 2005
Bachelor of Engineering, Biomedical Engineering
Andrew La Fleur's Credit Suisse Experience July 2013 - Present
Job Investment Banking Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2013 - Present
NYU Stern School of Business September 2011 - May 2013
Credit Suisse June 2012 - August 2012
RBC Capital Markets 2009 - 2011
TD Securities May 2008 - August 2008
Skills
Finance, Chartered Financial...
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Investment banking
The University of British Columbia 2004 — 2008
BA, Economics & Statistics
Credit Suisse July 2013 - Present
NYU Stern School of Business September 2011 - May 2013
Credit Suisse June 2012 - August 2012
RBC Capital Markets 2009 - 2011
TD Securities May 2008 - August 2008
Skills
Finance, Chartered Financial...
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Investment banking
The University of British Columbia 2004 — 2008
BA, Economics & Statistics
Vicki Lemieux Vicki Lemieux's Credit Suisse Experience September 2002 - July 2008
Job Senior Public Sector Specialist at The World Bank
Industry International Affairs
Experience
The University of British Columbia July 2014 - Present
CiFER - Centre for the Investigation of Financial Electronic Records September 2008 - Present
Universiy of British Columbia September 2008 - Present
Media and Graphics Interdisciplinary Centre (MAGIC) July 2012 - July 2014
ISO TC68 (Financial Services) WG6 (LEI) January 2012 - January 2013
Alta Associates 2010 - 2010
ARMA International 1987 - 2010
Credit Suisse September 2002 - July 2008
The World Bank July 2001 - September 2002
University of the West Indies September 1993 - July 2001
Skills
Data Migration, Policy, Compliance, Research, Records Management, Management, Information Management, Governance, Analysis, Business Analysis, Knowledge Management, Project Management, Consulting, Risk Management, Change Management
Education
UCL 1999 — 2002
PhD, information management
The University of British Columbia
Masters of Archival Studies
The University of British Columbia July 2014 - Present
CiFER - Centre for the Investigation of Financial Electronic Records September 2008 - Present
Universiy of British Columbia September 2008 - Present
Media and Graphics Interdisciplinary Centre (MAGIC) July 2012 - July 2014
ISO TC68 (Financial Services) WG6 (LEI) January 2012 - January 2013
Alta Associates 2010 - 2010
ARMA International 1987 - 2010
Credit Suisse September 2002 - July 2008
The World Bank July 2001 - September 2002
University of the West Indies September 1993 - July 2001
Skills
Data Migration, Policy, Compliance, Research, Records Management, Management, Information Management, Governance, Analysis, Business Analysis, Knowledge Management, Project Management, Consulting, Risk Management, Change Management
Education
UCL 1999 — 2002
PhD, information management
The University of British Columbia
Masters of Archival Studies
Anita Minicucci Anita Minicucci's Credit Suisse Experience April 2015 - Present
Job Vice President & Counsel at Credit Suisse
Industry Law Practice
Experience
Credit Suisse April 2015 - Present
Lang Michener LLP January 2006 - February 2008
General Electric Company June 2002 - June 2005
Brobeck, Phleger & Harrison June 1999 - April 2001
Education
The University of British Columbia
LL.B.
Credit Suisse April 2015 - Present
Lang Michener LLP January 2006 - February 2008
General Electric Company June 2002 - June 2005
Brobeck, Phleger & Harrison June 1999 - April 2001
Education
The University of British Columbia
LL.B.
Ashley Bendell Ashley Bendell's Credit Suisse Experience 2006 - 2007
Job Head of Distribution, USA at African Alliance
Industry Investment Banking
Experience
African Alliance 2014 - Present
Renaissance Capital 2011 - 2013
Exotix 2007 - 2011
Credit Suisse 2006 - 2007
Credit Suisse 2001 - 2006
Skills
Emerging Markets, Equity Capital Markets, Equities, Capital Markets, Investments, Private Equity, Africa, Asset Managment, Fixed Income, Valuation, Alternative Investments, Hedge Funds, Derivatives, Financial Markets, Corporate Finance, Investment Banking, Equity Research, Bloomberg, Securities, Trading, Portfolio Management, Financial Analysis, Due Diligence, Sub-Saharan Africa, FX Options, Venture Capital, Equity Valuation, Equity Derivatives, Structured Finance, Investor Relations, Commodity, Equity Trading, Prime Brokerage, Strategy, Hedging, IPO, Private Banking, Structured Products, Options, Financial Structuring, Asset Management
Education
The University of Edinburgh 1995 — 1999
Bachelor of Science (BSc)
The University of Stirling 2000 — 2001
MSc
African Alliance 2014 - Present
Renaissance Capital 2011 - 2013
Exotix 2007 - 2011
Credit Suisse 2006 - 2007
Credit Suisse 2001 - 2006
Skills
Emerging Markets, Equity Capital Markets, Equities, Capital Markets, Investments, Private Equity, Africa, Asset Managment, Fixed Income, Valuation, Alternative Investments, Hedge Funds, Derivatives, Financial Markets, Corporate Finance, Investment Banking, Equity Research, Bloomberg, Securities, Trading, Portfolio Management, Financial Analysis, Due Diligence, Sub-Saharan Africa, FX Options, Venture Capital, Equity Valuation, Equity Derivatives, Structured Finance, Investor Relations, Commodity, Equity Trading, Prime Brokerage, Strategy, Hedging, IPO, Private Banking, Structured Products, Options, Financial Structuring, Asset Management
Education
The University of Edinburgh 1995 — 1999
Bachelor of Science (BSc)
The University of Stirling 2000 — 2001
MSc
Jose Kalaw Jose Kalaw's Credit Suisse Experience April 2005 - March 2007
Job Senior Manager at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management April 2012 - Present
Jefferies & Company September 2007 - February 2011
Credit Suisse April 2005 - March 2007
Bank of New York June 2000 - April 2005
Skills
IT Strategy, Business Analysis, Portfolio Management, Business Intelligence, Management, Enterprise Data..., Risk Management, Team Leadership, Leadership, Project Management, Data Analysis, Software Development, Start-ups, Enterprise Risk..., Credit Risk, Program Management
Education
University of Colorado at Boulder - Leeds School of Business 1998 — 2000
MBA
The University of British Columbia 1988 — 1992
BComm
RBC Global Asset Management April 2012 - Present
Jefferies & Company September 2007 - February 2011
Credit Suisse April 2005 - March 2007
Bank of New York June 2000 - April 2005
Skills
IT Strategy, Business Analysis, Portfolio Management, Business Intelligence, Management, Enterprise Data..., Risk Management, Team Leadership, Leadership, Project Management, Data Analysis, Software Development, Start-ups, Enterprise Risk..., Credit Risk, Program Management
Education
University of Colorado at Boulder - Leeds School of Business 1998 — 2000
MBA
The University of British Columbia 1988 — 1992
BComm
Michael Viazzoli Michael Viazzoli's Credit Suisse Experience April 1997 - March 1998
Job Bank of Kansas City / BOK Financial
Industry Banking
Experience
Bank of Kansas City August 2011 - Present
BOK Financial October 2011 - Present
Bank of America June 2008 - July 2011
Bank of America June 2008 - October 2009
Bank of America June 1999 - May 2008
George K. Baum & Company April 1998 - May 1999
Credit Suisse April 1997 - March 1998
Credit Suisse March 1994 - March 1997
Credit Suisse July 1990 - March 1994
Skills
Risk Management, Cross-functional Team..., Strategic Leadership, Financial Analysis, Finance, Portfolio Management, Investment Banking, Banking, Strategic Planning, Financial Modeling, Credit, Mergers & Acquisitions, Executive Management, Strategy, Management, Commercial Lending, Credit Analysis, Business Strategy, Commercial Banking, Sales Management, Due Diligence, Corporate Finance, Maintaining Strong..., Enterprise Risk...
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Executive MBA Program
Credit Suisse International Banking School 1991 — 1991
Certificate in Corporate Finance / Capital Markets
University of California, Davis 1986 — 1990
BA, Economics with a minor in German
Bank of Kansas City August 2011 - Present
BOK Financial October 2011 - Present
Bank of America June 2008 - July 2011
Bank of America June 2008 - October 2009
Bank of America June 1999 - May 2008
George K. Baum & Company April 1998 - May 1999
Credit Suisse April 1997 - March 1998
Credit Suisse March 1994 - March 1997
Credit Suisse July 1990 - March 1994
Skills
Risk Management, Cross-functional Team..., Strategic Leadership, Financial Analysis, Finance, Portfolio Management, Investment Banking, Banking, Strategic Planning, Financial Modeling, Credit, Mergers & Acquisitions, Executive Management, Strategy, Management, Commercial Lending, Credit Analysis, Business Strategy, Commercial Banking, Sales Management, Due Diligence, Corporate Finance, Maintaining Strong..., Enterprise Risk...
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Executive MBA Program
Credit Suisse International Banking School 1991 — 1991
Certificate in Corporate Finance / Capital Markets
University of California, Davis 1986 — 1990
BA, Economics with a minor in German
Mary Anne Guediguian's Credit Suisse Experience July 2004 - May 2009
Job Vice President at PIMCO
Industry Investment Management
Experience
PIMCO August 2011 - Present
America Needs You 2013 - 2015
PIMCO June 2010 - August 2010
Credit Suisse July 2004 - May 2009
Credit Suisse First Boston July 2004 - July 2007
Credit Suisse First Boston June 2003 - August 2003
Skills
Fixed Income, Derivatives, Equities, Trading, Economics, Interest Rate..., Credit Derivatives, Volatility, Strategy, Asset Management, Investments, Financial Analysis, Hedge Funds, Alternative Investments, Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Entrepreneurship, Finance, Strategic Management
The University of Chicago 2000 — 2004
Bachelor of Arts (B.A.), Economics, Political Science
PIMCO August 2011 - Present
America Needs You 2013 - 2015
PIMCO June 2010 - August 2010
Credit Suisse July 2004 - May 2009
Credit Suisse First Boston July 2004 - July 2007
Credit Suisse First Boston June 2003 - August 2003
Skills
Fixed Income, Derivatives, Equities, Trading, Economics, Interest Rate..., Credit Derivatives, Volatility, Strategy, Asset Management, Investments, Financial Analysis, Hedge Funds, Alternative Investments, Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Entrepreneurship, Finance, Strategic Management
The University of Chicago 2000 — 2004
Bachelor of Arts (B.A.), Economics, Political Science
Sudeep Das Sudeep Das's Credit Suisse Experience April 2007 - September 2011
Job Founding Partner at NSquared Growth Capital
Industry Investment Management
Experience
LOZO March 2014 - Present
OATS Older Adults Technology Services July 2013 - Present
N-Squared Growth Capital October 2011 - Present
Credit Suisse April 2007 - September 2011
Wachovia, A Wells Fargo Company July 2004 - April 2007
FA Technology Ventures June 2003 - September 2003
Keane April 1998 - June 2003
Anatec Consulting September 1997 - April 1998
Development Alternatives March 1995 - August 1995
Skills
Mergers & Acquisitions, Strategy, Due Diligence, Private Equity, Valuation, Investments, Management, Venture Capital, Mergers, Entrepreneurship, Project Management, Business Planning, Emerging Markets, Consulting, Start-ups, Corporate Development
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA, Finance and Entrepreneurship
University of Toledo - College of Engineering 1995 — 1997
MS, Environmental Engineering
Malaviya National Institute of Technology (Jaipur, India) 1990 — 1995
BE, Civil Engineering
St. Xavier's College (Kolkata, India) 1988 — 1990
High School
St. Mary's International School (Tokyo, Japan) 1984 — 1988
High School / Junior High
LOZO March 2014 - Present
OATS Older Adults Technology Services July 2013 - Present
N-Squared Growth Capital October 2011 - Present
Credit Suisse April 2007 - September 2011
Wachovia, A Wells Fargo Company July 2004 - April 2007
FA Technology Ventures June 2003 - September 2003
Keane April 1998 - June 2003
Anatec Consulting September 1997 - April 1998
Development Alternatives March 1995 - August 1995
Skills
Mergers & Acquisitions, Strategy, Due Diligence, Private Equity, Valuation, Investments, Management, Venture Capital, Mergers, Entrepreneurship, Project Management, Business Planning, Emerging Markets, Consulting, Start-ups, Corporate Development
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA, Finance and Entrepreneurship
University of Toledo - College of Engineering 1995 — 1997
MS, Environmental Engineering
Malaviya National Institute of Technology (Jaipur, India) 1990 — 1995
BE, Civil Engineering
St. Xavier's College (Kolkata, India) 1988 — 1990
High School
St. Mary's International School (Tokyo, Japan) 1984 — 1988
High School / Junior High
Felix Wai Felix Wai's Credit Suisse Experience July 2009 - October 2012
Job CME Analyst at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. September 2014 - Present
New Street Research October 2012 - September 2014
Credit Suisse July 2009 - October 2012
Accenture June 2003 - September 2007
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytic Finance, Economics, Accounting
Carnegie Mellon University 1998 — 2002
BS, Computer Engineering
Carlson Capital, L.P. September 2014 - Present
New Street Research October 2012 - September 2014
Credit Suisse July 2009 - October 2012
Accenture June 2003 - September 2007
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytic Finance, Economics, Accounting
Carnegie Mellon University 1998 — 2002
BS, Computer Engineering
Matthew Frankenfeld Matthew Frankenfeld's Credit Suisse Experience July 2014 - Present
Job Investment Banking Associate at Credit Suisse
Industry Pharmaceuticals
Experience
Credit Suisse July 2014 - Present
University of Chicago Booth School of Business July 2012 - June 2014
Credit Suisse June 2013 - August 2013
Baxter Healthcare May 2011 - July 2012
Baxter Healthcare June 2008 - May 2011
Capital One May 2007 - August 2007
Skills
Financial Modeling, Financial Reporting, Consolidation, Financial Analysis, Forecasting, Variance Analysis, Financial Planning, Process Improvement, Cash Flow, Analysis, Strategic Planning, Excel, Corporate Finance, Microsoft Excel, Strategic Financial..., Auditing
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Notre Dame 2004 — 2008
BBA, Finance, Psychology
Edina High School 2002 — 2004
Credit Suisse July 2014 - Present
University of Chicago Booth School of Business July 2012 - June 2014
Credit Suisse June 2013 - August 2013
Baxter Healthcare May 2011 - July 2012
Baxter Healthcare June 2008 - May 2011
Capital One May 2007 - August 2007
Skills
Financial Modeling, Financial Reporting, Consolidation, Financial Analysis, Forecasting, Variance Analysis, Financial Planning, Process Improvement, Cash Flow, Analysis, Strategic Planning, Excel, Corporate Finance, Microsoft Excel, Strategic Financial..., Auditing
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Notre Dame 2004 — 2008
BBA, Finance, Psychology
Edina High School 2002 — 2004
Youngrak Kim, CFA, CPA Youngrak Kim, CFA, CPA's Credit Suisse Experience July 2015 - Present
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
PricewaterhouseCoopers August 2010 - May 2013
Republic of Korea Air Force July 2007 - June 2010
PricewaterhouseCoopers December 2004 - February 2007
Skills
lead, Team-oriented, Communication Skills, High level of initiative, Corporate Finance, Financial Modeling, Due Diligence, Financial Accounting, Valuation, Financial Audits, Business Valuation, US GAAP, Private Equity, Mergers & Acquisitions, Capital Markets, Investments, Business Strategy, CPA, Finance, Financial Analysis, Strategy
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting, Finance, Strategic Management, and Entrepreneurship
Yonsei University 2002 — 2006
Bachelor of Business Administration, Accounting and Finance
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
PricewaterhouseCoopers August 2010 - May 2013
Republic of Korea Air Force July 2007 - June 2010
PricewaterhouseCoopers December 2004 - February 2007
Skills
lead, Team-oriented, Communication Skills, High level of initiative, Corporate Finance, Financial Modeling, Due Diligence, Financial Accounting, Valuation, Financial Audits, Business Valuation, US GAAP, Private Equity, Mergers & Acquisitions, Capital Markets, Investments, Business Strategy, CPA, Finance, Financial Analysis, Strategy
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting, Finance, Strategic Management, and Entrepreneurship
Yonsei University 2002 — 2006
Bachelor of Business Administration, Accounting and Finance
Brian Egger Brian Egger's Credit Suisse Experience 1992 - 2002
Job Senior Gaming & Lodging Analyst, Bloomberg Intelligence at Bloomberg LP
Industry Research
Experience
Bloomberg LP May 2015 - Present
BreakingCall.com April 2013 - May 2015
Topeka Capital Markets, Inc January 2012 - November 2012
Forecastle Research (in Association with Topeka Capital Markets) January 2011 - January 2012
Affiliated Research Group, LLC May 2010 - January 2011
Institutional Research Group LLC May 2008 - November 2009
Columbia Business School December 2006 - December 2008
BMO Capital Markets 2003 - 2007
Credit Suisse 1992 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Valuation, Equity Research, Equities, Capital Markets, Investments, Financial Modeling, Hedge Funds, Asset Management, Securities, Finance, Portfolio Management, Financial Analysis
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Accounting & Financial Management
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Finance
Bloomberg LP May 2015 - Present
BreakingCall.com April 2013 - May 2015
Topeka Capital Markets, Inc January 2012 - November 2012
Forecastle Research (in Association with Topeka Capital Markets) January 2011 - January 2012
Affiliated Research Group, LLC May 2010 - January 2011
Institutional Research Group LLC May 2008 - November 2009
Columbia Business School December 2006 - December 2008
BMO Capital Markets 2003 - 2007
Credit Suisse 1992 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Valuation, Equity Research, Equities, Capital Markets, Investments, Financial Modeling, Hedge Funds, Asset Management, Securities, Finance, Portfolio Management, Financial Analysis
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Accounting & Financial Management
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Finance
Zac Carson Zac Carson's Credit Suisse Experience August 2013 - July 2015
Job Associate at American Industrial Partners
Industry Financial Services
Experience
Credit Suisse August 2013 - July 2015
UGA Student Managed Investment Fund May 2012 - May 2013
Self-Employed January 2012 - May 2013
KPMG US June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Excel
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and International Business
Credit Suisse August 2013 - July 2015
UGA Student Managed Investment Fund May 2012 - May 2013
Self-Employed January 2012 - May 2013
KPMG US June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Excel
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and International Business
Tommy Demko, CFA Tommy Demko, CFA's Credit Suisse Experience January 2011 - June 2012
Job Manager, Asset Management Advisory at PwC
Industry Management Consulting
Experience
PwC July 2014 - Present
PwC July 2012 - June 2014
Credit Suisse January 2011 - June 2012
Credit Suisse July 2007 - December 2010
USAF June 2004 - June 2007
Skills
Valuation, Wealth Management..., Financial Modeling, Portfolio Management, Asset Management, Business Analysis, Due Diligence, Finance, Financial Advisory, Financial Analysis, Wealth Management, Strategy, Risk Management, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Strategic Management, Finance, Economics
University of Notre Dame 2000 — 2004
Finance
PwC July 2014 - Present
PwC July 2012 - June 2014
Credit Suisse January 2011 - June 2012
Credit Suisse July 2007 - December 2010
USAF June 2004 - June 2007
Skills
Valuation, Wealth Management..., Financial Modeling, Portfolio Management, Asset Management, Business Analysis, Due Diligence, Finance, Financial Advisory, Financial Analysis, Wealth Management, Strategy, Risk Management, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Strategic Management, Finance, Economics
University of Notre Dame 2000 — 2004
Finance
Joy Cole Joy Cole's Credit Suisse Experience May 2013 - Present
Job
Industry
Experience
Credit Suisse May 2013 - Present
Education
The University of Georgia 1991 — 1995
Bachelor of Science (B.S.), Early Childhood Education and Teaching
Credit Suisse May 2013 - Present
Education
The University of Georgia 1991 — 1995
Bachelor of Science (B.S.), Early Childhood Education and Teaching
Ayako Nakayama Ayako Nakayama's Credit Suisse Experience June 2015 - August 2015
Job MBA Candidate at University of Chicago Booth School of Business
Industry Financial Services
Experience
Cornerstone Capital Management August 2015 - Present
Credit Suisse June 2015 - August 2015
Bank of America Merrill Lynch July 2011 - August 2014
UBS Investment Bank 2008 - 2009
Skills
Capital Markets, Equities, Finance, Portfolio Management, Risk Management, Management, Trading, Financial Modeling, Financial Risk, Financial Analysis, Fixed Income, Investment Banking, Derivatives, Bloomberg
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Concentrations in Entrepreneurship and Strategy
The University of British Columbia 2004 — 2008
Bachelor of Commerce (B.Com.), Finance
Cornerstone Capital Management August 2015 - Present
Credit Suisse June 2015 - August 2015
Bank of America Merrill Lynch July 2011 - August 2014
UBS Investment Bank 2008 - 2009
Skills
Capital Markets, Equities, Finance, Portfolio Management, Risk Management, Management, Trading, Financial Modeling, Financial Risk, Financial Analysis, Fixed Income, Investment Banking, Derivatives, Bloomberg
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Concentrations in Entrepreneurship and Strategy
The University of British Columbia 2004 — 2008
Bachelor of Commerce (B.Com.), Finance
Christina Dikareva Christina Dikareva's Credit Suisse Experience July 2009 - July 2011
Job CEO at Analyst Market
Industry Financial Services
Experience
Analyst Market January 2013 - Present
Single Family Office September 2011 - Present
Credit Suisse July 2009 - July 2011
Conversus Asset Management May 2007 - October 2008
Chemical Bank Trust and Investment Management March 2006 - January 2007
Wells Fargo May 2005 - February 2006
I Global August 2003 - April 2005
Dobson & Pinci Law Offices August 2002 - July 2003
Skills
Advanced Excel, VBA Programming, PerTrac, Sungard Investran, Alternative Investments, Portfolio Management, Operational Due..., Investment Due Diligence, Hedge Fund Manager..., Private Equity Manager..., Due Diligence, Private Equity, VBA, FX Options, Asset Allocation, Investments, Bloomberg, Securities, Risk Management, Venture Capital, Mutual Funds, Strategy, Emerging Markets, Hedge Funds, Asset Management
Education
The University of Chicago - Booth School of Business
MBA, Accounting, Finance, Economics
University of Michigan
BA, Pre-Medicine, Organizational Behavior
Analyst Market January 2013 - Present
Single Family Office September 2011 - Present
Credit Suisse July 2009 - July 2011
Conversus Asset Management May 2007 - October 2008
Chemical Bank Trust and Investment Management March 2006 - January 2007
Wells Fargo May 2005 - February 2006
I Global August 2003 - April 2005
Dobson & Pinci Law Offices August 2002 - July 2003
Skills
Advanced Excel, VBA Programming, PerTrac, Sungard Investran, Alternative Investments, Portfolio Management, Operational Due..., Investment Due Diligence, Hedge Fund Manager..., Private Equity Manager..., Due Diligence, Private Equity, VBA, FX Options, Asset Allocation, Investments, Bloomberg, Securities, Risk Management, Venture Capital, Mutual Funds, Strategy, Emerging Markets, Hedge Funds, Asset Management
Education
The University of Chicago - Booth School of Business
MBA, Accounting, Finance, Economics
University of Michigan
BA, Pre-Medicine, Organizational Behavior
Mats Meyer's Credit Suisse Experience February 2015 - Present
Job Freelance Writer at PAPER Magazine
Industry Law Practice
Experience
New York Style Guide July 2015 - Present
Credit Suisse February 2015 - Present
JPMorgan Chase & Co. November 2014 - February 2015
Avelino Nitkewicz, LLP June 2014 - November 2014
BASTION &CO LLC June 2014 - October 2014
Matthew Christopher Inc. September 2014 - September 2014
The News Showroom June 2014 - July 2014
University of Georgia Law School September 2013 - May 2014
Garrigues February 2013 - April 2013
European Law Review January 2010 - July 2011
Skills
Entertainment Law, Media Law, Intellectual Property, Private International..., Corporate Law, Litigation, English, Spanish, Dutch, French, International Law, Legal Writing, Social Media, Legal Advice
Education
The University of Georgia 2013 — 2014
Master of Laws (LLM), American Law / Entertainment & Media Law
Universitat d'Alacant 2008 — 2013
Licentiate degree, Law, 3.25
University of Westminster 2010 — 2011
Student Exchange Program, Specialization: Intellectual Property Law, Entertainment Law and Private International Law
New York Style Guide July 2015 - Present
Credit Suisse February 2015 - Present
JPMorgan Chase & Co. November 2014 - February 2015
Avelino Nitkewicz, LLP June 2014 - November 2014
BASTION &CO LLC June 2014 - October 2014
Matthew Christopher Inc. September 2014 - September 2014
The News Showroom June 2014 - July 2014
University of Georgia Law School September 2013 - May 2014
Garrigues February 2013 - April 2013
European Law Review January 2010 - July 2011
Skills
Entertainment Law, Media Law, Intellectual Property, Private International..., Corporate Law, Litigation, English, Spanish, Dutch, French, International Law, Legal Writing, Social Media, Legal Advice
Education
The University of Georgia 2013 — 2014
Master of Laws (LLM), American Law / Entertainment & Media Law
Universitat d'Alacant 2008 — 2013
Licentiate degree, Law, 3.25
University of Westminster 2010 — 2011
Student Exchange Program, Specialization: Intellectual Property Law, Entertainment Law and Private International Law
Omid Tashayod's Credit Suisse Experience July 2014 - Present
Job Investment Banking Associate at Credit Suisse
Industry Real Estate
Experience
Credit Suisse July 2014 - Present
University of Chicago Booth School of Business September 2012 - June 2014
Credit Suisse June 2013 - August 2013
Privilege United Group September 2009 - August 2012
Wembley's Inc June 2008 - September 2009
Pound Hill Software June 2006 - June 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration, Economics, Finance and Accounting
University of California, Los Angeles 2004 — 2006
Bachelor of Science, Computer Science and Engineering
Credit Suisse July 2014 - Present
University of Chicago Booth School of Business September 2012 - June 2014
Credit Suisse June 2013 - August 2013
Privilege United Group September 2009 - August 2012
Wembley's Inc June 2008 - September 2009
Pound Hill Software June 2006 - June 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration, Economics, Finance and Accounting
University of California, Los Angeles 2004 — 2006
Bachelor of Science, Computer Science and Engineering
Charles Achoa Charles Achoa's Credit Suisse Experience May 1997 - August 2010
Job Board Member & Shareholder at BlueMax Networks
Industry Financial Services
Experience
BlueMax Networks December 2014 - Present
Life care Medical Devices - LCMD December 2013 - Present
Grupo Investa October 2012 - Present
RBS - The Royal Bank of Scotland August 2010 - October 2012
Credit Suisse May 1997 - August 2010
DLJ - Donaldson, Lufkin & Jenrette May 1997 - August 2000
SBC Warburg (Currently UBS) October 1996 - May 1997
Chemical Bank / Chase (Currently JPM) July 1993 - September 1996
Bankers Trust Company June 1992 - August 1992
Procter & Gamble do Brasil February 1990 - December 1990
Skills
Capital Markets, Fixed Income, Investment Banking, Emerging Markets, Derivatives, Structured Finance, Structured Products, Financial Structuring, Corporate Finance, Financial Markets, High Yield, Credit Derivatives, Valuation, Equities, Portfolio Management, FX Options, Hedge Funds, Syndications, Securitization, Financial Modeling, Bonds, Asset Managment, Investments, Hedging, Mergers & Acquisitions, Options, Banking, Credit, Finance, Private Banking, Funding, Financial Institutions, Private Equity, Strategy, Credit Risk, Bloomberg, Project Finance, Leveraged Finance, Market Risk
Education
University of Rochester - Simon Business School 1991 — 1993
MBA
The University Center of FEI 1985 — 1989
BSE
Jefferson High School - Independence IA 1983 — 1984
High School
Colegio Tecnico Industrial Prof Isaac Portal Roldan - FEB - Bauru, SP, Brazil 1980 — 1982
High School
BlueMax Networks December 2014 - Present
Life care Medical Devices - LCMD December 2013 - Present
Grupo Investa October 2012 - Present
RBS - The Royal Bank of Scotland August 2010 - October 2012
Credit Suisse May 1997 - August 2010
DLJ - Donaldson, Lufkin & Jenrette May 1997 - August 2000
SBC Warburg (Currently UBS) October 1996 - May 1997
Chemical Bank / Chase (Currently JPM) July 1993 - September 1996
Bankers Trust Company June 1992 - August 1992
Procter & Gamble do Brasil February 1990 - December 1990
Skills
Capital Markets, Fixed Income, Investment Banking, Emerging Markets, Derivatives, Structured Finance, Structured Products, Financial Structuring, Corporate Finance, Financial Markets, High Yield, Credit Derivatives, Valuation, Equities, Portfolio Management, FX Options, Hedge Funds, Syndications, Securitization, Financial Modeling, Bonds, Asset Managment, Investments, Hedging, Mergers & Acquisitions, Options, Banking, Credit, Finance, Private Banking, Funding, Financial Institutions, Private Equity, Strategy, Credit Risk, Bloomberg, Project Finance, Leveraged Finance, Market Risk
Education
University of Rochester - Simon Business School 1991 — 1993
MBA
The University Center of FEI 1985 — 1989
BSE
Jefferson High School - Independence IA 1983 — 1984
High School
Colegio Tecnico Industrial Prof Isaac Portal Roldan - FEB - Bauru, SP, Brazil 1980 — 1982
High School
Steve (Soonjoon) Hong's Credit Suisse Experience July 2015 - Present
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
University of Chicago Booth School of Business September 2013 - June 2015
Credit Suisse June 2014 - August 2014
KPMG Corporate Finance LLC December 2008 - July 2013
Booz Allen Hamilton September 2007 - January 2008
Republic of Korea Army August 2005 - July 2007
Skills
Valuation, Financial Analysis, Financial Modeling, Mathematics, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Military, Investment Banking, Finance, Corporate Finance, Capital Markets, Management, Private Equity, Data Analysis, Investments
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Virginia 2001 — 2005
B.S., Finance, Mathematics
McLean High School 1998 — 2001
Credit Suisse July 2015 - Present
University of Chicago Booth School of Business September 2013 - June 2015
Credit Suisse June 2014 - August 2014
KPMG Corporate Finance LLC December 2008 - July 2013
Booz Allen Hamilton September 2007 - January 2008
Republic of Korea Army August 2005 - July 2007
Skills
Valuation, Financial Analysis, Financial Modeling, Mathematics, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Military, Investment Banking, Finance, Corporate Finance, Capital Markets, Management, Private Equity, Data Analysis, Investments
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Virginia 2001 — 2005
B.S., Finance, Mathematics
McLean High School 1998 — 2001
Aaron Solomon Aaron Solomon's Credit Suisse Experience June 2012 - September 2012
Job Associate at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners June 2015 - Present
The Blackstone Group July 2013 - June 2015
Credit Suisse June 2012 - September 2012
Hypatia Capital Group May 2010 - August 2011
Cornerstone Research June 2003 - July 2007
Skills
Business Strategy, Mergers & Acquisitions, Financial Analysis, Analysis, Economics, Divestitures
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting and Entrepreneurship
University of California, Berkeley 2000 — 2003
BA, Economics
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2003
BS, Business Administration
Perella Weinberg Partners June 2015 - Present
The Blackstone Group July 2013 - June 2015
Credit Suisse June 2012 - September 2012
Hypatia Capital Group May 2010 - August 2011
Cornerstone Research June 2003 - July 2007
Skills
Business Strategy, Mergers & Acquisitions, Financial Analysis, Analysis, Economics, Divestitures
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting and Entrepreneurship
University of California, Berkeley 2000 — 2003
BA, Economics
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2003
BS, Business Administration
Charles Harper Charles Harper's Credit Suisse Experience September 2000 - December 2013
Job Managing Director at Portfolio Advisors, LLC
Industry Investment Management
Experience
Portfolio Advisors, LLC January 2014 - Present
Credit Suisse September 2000 - December 2013
Donaldson, Lufkin & Jenrette January 1997 - August 2000
First Chicago June 1990 - December 1996
Skills
Mezzanine, Private Equity, Leveraged Lending, LBO, Leveraged Finance, Fixed Income, Corporate Finance, Middle Market, Investment Banking, Capital Markets, Cash Flow Lending
Education
The University of Chicago Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science (B.S.), Finance
Portfolio Advisors, LLC January 2014 - Present
Credit Suisse September 2000 - December 2013
Donaldson, Lufkin & Jenrette January 1997 - August 2000
First Chicago June 1990 - December 1996
Skills
Mezzanine, Private Equity, Leveraged Lending, LBO, Leveraged Finance, Fixed Income, Corporate Finance, Middle Market, Investment Banking, Capital Markets, Cash Flow Lending
Education
The University of Chicago Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science (B.S.), Finance
Matthew Kirschner Matthew Kirschner's Credit Suisse Experience June 2008 - March 2012
Job Equity Research Associate at Guggenheim Partners
Industry Research
Experience
Guggenheim Partners July 2014 - Present
Barclays Investment Bank March 2012 - July 2014
Credit Suisse June 2008 - March 2012
Skills
Bloomberg, Fixed Income, Financial Analysis, Valuation, Financial Risk, Emerging Markets
Education
The University of Connecticut School of Business 2005 — 2009
B.S., Finance
Universitat Pompeu Fabra 2006 — 2006
Minor, International Business
THS
THS
Guggenheim Partners July 2014 - Present
Barclays Investment Bank March 2012 - July 2014
Credit Suisse June 2008 - March 2012
Skills
Bloomberg, Fixed Income, Financial Analysis, Valuation, Financial Risk, Emerging Markets
Education
The University of Connecticut School of Business 2005 — 2009
B.S., Finance
Universitat Pompeu Fabra 2006 — 2006
Minor, International Business
THS
THS
Matt Gilly's Credit Suisse Experience August 2013 - May 2014
Job Senior Financial Analyst at Cox Communications
Industry Telecommunications
Experience
Cox Communications May 2014 - Present
Credit Suisse August 2013 - May 2014
Perimeter Capital Management October 2009 - August 2013
Macquarie Capital (USA) Inc. February 2008 - September 2009
University of Georgia August 2003 - December 2007
JPMorgan Chase May 2007 - August 2007
Homrich & Berg, Inc. May 2006 - August 2006
Skills
Real Estate, Finance, Valuation, Sales, Investments, Account Management, Financial Analysis, Financial Modeling, Management, Leadership, Portfolio Management, Due Diligence, Microsoft Office, Customer Service, Corporate Finance, Microsoft Excel
Education
The University of Georgia 2003 — 2007
BBA, International Business (Finance), Real Estate
University of Georgia - Terry College of Business 2003 — 2007
BBA, International Business (Finance), Real Estate
Cox Communications May 2014 - Present
Credit Suisse August 2013 - May 2014
Perimeter Capital Management October 2009 - August 2013
Macquarie Capital (USA) Inc. February 2008 - September 2009
University of Georgia August 2003 - December 2007
JPMorgan Chase May 2007 - August 2007
Homrich & Berg, Inc. May 2006 - August 2006
Skills
Real Estate, Finance, Valuation, Sales, Investments, Account Management, Financial Analysis, Financial Modeling, Management, Leadership, Portfolio Management, Due Diligence, Microsoft Office, Customer Service, Corporate Finance, Microsoft Excel
Education
The University of Georgia 2003 — 2007
BBA, International Business (Finance), Real Estate
University of Georgia - Terry College of Business 2003 — 2007
BBA, International Business (Finance), Real Estate
Derek Yoder Derek Yoder's Credit Suisse Experience March 2014 - Present
Job Private Banking at Credit Suisse
Industry Investment Management
Experience
Credit Suisse March 2014 - Present
Fidelity Investments April 2013 - March 2014
Fidelity Investments September 2012 - March 2013
University of Dallas August 2010 - May 2012
University of Dallas August 2010 - May 2012
Skills
Research, PowerPoint, Editing, Writing, Client Prospecting, Word
Education
The University of Dallas 2008 — 2012
Bachelor of Arts, Biology, Physical Therapy, Humanities
THS
Credit Suisse March 2014 - Present
Fidelity Investments April 2013 - March 2014
Fidelity Investments September 2012 - March 2013
University of Dallas August 2010 - May 2012
University of Dallas August 2010 - May 2012
Skills
Research, PowerPoint, Editing, Writing, Client Prospecting, Word
Education
The University of Dallas 2008 — 2012
Bachelor of Arts, Biology, Physical Therapy, Humanities
THS
Camilla Churcher Camilla Churcher's Credit Suisse Experience July 2012 - June 2015
Job Director, Prime Brokerage Sales at Bank of America
Industry Banking
Experience
Bank of America August 2015 - Present
Credit Suisse July 2012 - June 2015
Credit Suisse September 2005 - June 2015
Citigroup 2002 - 2005
Morgan Stanley 2001 - 2002
Skills
Prime Brokerage, Hedge Funds, Fixed Income, Equities, Financial Services, Alternative Investments, Derivatives, Series 7, Swaps, Interest Rate..., Electronic Trading, Trading Systems, Capital Markets, Investment Banking, FX Options, Asset Management, Bloomberg, Trading, Financial Markets, Investments, Portfolio Management, Equity Derivatives, Private Equity, Securities, Equity Trading, Delta One
Education
The University of Edinburgh 1996 — 2000
MA, French and European History
Bank of America August 2015 - Present
Credit Suisse July 2012 - June 2015
Credit Suisse September 2005 - June 2015
Citigroup 2002 - 2005
Morgan Stanley 2001 - 2002
Skills
Prime Brokerage, Hedge Funds, Fixed Income, Equities, Financial Services, Alternative Investments, Derivatives, Series 7, Swaps, Interest Rate..., Electronic Trading, Trading Systems, Capital Markets, Investment Banking, FX Options, Asset Management, Bloomberg, Trading, Financial Markets, Investments, Portfolio Management, Equity Derivatives, Private Equity, Securities, Equity Trading, Delta One
Education
The University of Edinburgh 1996 — 2000
MA, French and European History
Shyam Kapadia Shyam Kapadia's Credit Suisse Experience September 2015 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2015 - Present
SunTrust Robinson Humphrey June 2014 - September 2015
CSX May 2013 - August 2013
Education
The University of Georgia 2011 — 2014
Bachelor of Business Administration (B.B.A.), Banking & Finance
Credit Suisse September 2015 - Present
SunTrust Robinson Humphrey June 2014 - September 2015
CSX May 2013 - August 2013
Education
The University of Georgia 2011 — 2014
Bachelor of Business Administration (B.B.A.), Banking & Finance
Richard Watt Richard Watt's Credit Suisse Experience 1998 - December 2002
Job MD at Epoch Investment Partners
Industry Financial Services
Experience
Epoch Investment Partners April 2007 - Present
Schroders March 2003 - March 2007
Credit Suisse 1998 - December 2002
BEA Associates May 1995 - March 1998
Gartmore March 1992 - April 1995
Kleinwort Benson May 1987 - March 1992
Lothian Regional Council July 1982 - April 1987
Skills
Equities, Emerging Markets, Investments, Asset Managment, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Securities, Equity Research, Derivatives, Mutual Funds, Asset Management, Bloomberg, Investment Management, Bonds, Trading, Valuation, Financial Services, Options, Hedge Funds, Management, Alternative Investments, Capital Markets
Education
The University of Edinburgh 1976 — 1980
MA, Politics and Modern History
Epoch Investment Partners April 2007 - Present
Schroders March 2003 - March 2007
Credit Suisse 1998 - December 2002
BEA Associates May 1995 - March 1998
Gartmore March 1992 - April 1995
Kleinwort Benson May 1987 - March 1992
Lothian Regional Council July 1982 - April 1987
Skills
Equities, Emerging Markets, Investments, Asset Managment, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Securities, Equity Research, Derivatives, Mutual Funds, Asset Management, Bloomberg, Investment Management, Bonds, Trading, Valuation, Financial Services, Options, Hedge Funds, Management, Alternative Investments, Capital Markets
Education
The University of Edinburgh 1976 — 1980
MA, Politics and Modern History
Jayda Ratliff Jayda Ratliff's Credit Suisse Experience January 1997 - September 1999
Job Recruiter
Industry
Experience
DigitalGlobe October 2000 - Present
Credit Suisse January 1997 - September 1999
Partners HealthCare March 1995 - April 1997
Education
The University of Georgia 1990 — 1994
DigitalGlobe October 2000 - Present
Credit Suisse January 1997 - September 1999
Partners HealthCare March 1995 - April 1997
Education
The University of Georgia 1990 — 1994
Scott Reed, CFA's Credit Suisse Experience June 2006 - August 2006
Job
Industry Venture Capital & Private Equity
Experience
Independent January 2015 - Present
Griffin Partners LLC May 2009 - January 2015
Jefferies Broadview August 2007 - April 2008
Acuity Capital Partners, LLC March 2006 - May 2007
Credit Suisse June 2006 - August 2006
Rsm Equico Inc 2002 - 2005
Nicholas Applegate February 2002 - March 2003
Deutsche Banc Alex. Brown January 2000 - 2001
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Financial Modeling, Finance, Derivatives, Corporate Finance, Private Equity, Investments, Strategy, Equities, Portfolio Management, Equity Research, Financial Structuring
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of California, Berkeley Extension 2000 — 2002
Certificates
University of California, Berkeley 1995 — 1999
BA
La Jolla High School 1990 — 1995
Independent January 2015 - Present
Griffin Partners LLC May 2009 - January 2015
Jefferies Broadview August 2007 - April 2008
Acuity Capital Partners, LLC March 2006 - May 2007
Credit Suisse June 2006 - August 2006
Rsm Equico Inc 2002 - 2005
Nicholas Applegate February 2002 - March 2003
Deutsche Banc Alex. Brown January 2000 - 2001
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Financial Modeling, Finance, Derivatives, Corporate Finance, Private Equity, Investments, Strategy, Equities, Portfolio Management, Equity Research, Financial Structuring
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of California, Berkeley Extension 2000 — 2002
Certificates
University of California, Berkeley 1995 — 1999
BA
La Jolla High School 1990 — 1995
Colin McGowan Colin McGowan's Credit Suisse Experience 2004 - 2006
Job Financial Services Professional with extensive experience working at leading global investment banks
Industry Investment Banking
Experience
S&H Consulting for UBS June 2014 - February 2015
Barclays Capital September 2009 - April 2014
Barclays Capital April 2007 - September 2009
Barclays Capital July 2006 - March 2007
Credit Suisse 2004 - 2006
Royal Bank of Scotland 2000 - 2003
Skills
Equities, Equity Derivatives, Market Risk, Structured Finance, Mutual Funds, Derivatives, Investment Banking, Fixed Income, Structured Products, Capital Markets, Valuation, Hedge Funds, Credit Derivatives, Financial Modeling, Bloomberg, Interest Rate..., FX Options, Trading, Risk Management, Corporate Finance, Finance
Education
CFA 2006 — 2006
3 levels completed and passed
The University of Edinburgh 1999 — 2000
Master's Degree, Financial Mathematics, MSc
University of Strathclyde 1995 — 1999
Bachelor's Degree, Mathematics, BSc Honours
S&H Consulting for UBS June 2014 - February 2015
Barclays Capital September 2009 - April 2014
Barclays Capital April 2007 - September 2009
Barclays Capital July 2006 - March 2007
Credit Suisse 2004 - 2006
Royal Bank of Scotland 2000 - 2003
Skills
Equities, Equity Derivatives, Market Risk, Structured Finance, Mutual Funds, Derivatives, Investment Banking, Fixed Income, Structured Products, Capital Markets, Valuation, Hedge Funds, Credit Derivatives, Financial Modeling, Bloomberg, Interest Rate..., FX Options, Trading, Risk Management, Corporate Finance, Finance
Education
CFA 2006 — 2006
3 levels completed and passed
The University of Edinburgh 1999 — 2000
Master's Degree, Financial Mathematics, MSc
University of Strathclyde 1995 — 1999
Bachelor's Degree, Mathematics, BSc Honours
Lauren Light (Rae) Lauren Light (Rae)'s Credit Suisse Experience October 2011 - Present
Job Marketing and Event Coordinator at Credit Suisse
Industry Marketing and Advertising
Experience
Credit Suisse October 2011 - Present
Ocean Catering Company September 2010 - October 2011
Ocean Catering Company March 2009 - August 2010
Matrix Resources October 2008 - February 2009
Credit Suisse June 2007 - May 2008
Skills
Time Management, Logistics, Recruiting, Strategy, Contract Negotiation, Portfolio Management, Event Planning, Sales, Social Media, Social Media Marketing, Event Management, Interviews, Management, Marketing, Project Planning
Education
The University of Georgia
Bachelors of Science, Speech Communication
Credit Suisse October 2011 - Present
Ocean Catering Company September 2010 - October 2011
Ocean Catering Company March 2009 - August 2010
Matrix Resources October 2008 - February 2009
Credit Suisse June 2007 - May 2008
Skills
Time Management, Logistics, Recruiting, Strategy, Contract Negotiation, Portfolio Management, Event Planning, Sales, Social Media, Social Media Marketing, Event Management, Interviews, Management, Marketing, Project Planning
Education
The University of Georgia
Bachelors of Science, Speech Communication
Andres von Loehneysen Andres von Loehneysen's Credit Suisse Experience August 2006 - September 2006
Job 10EQS
Industry Management Consulting
Experience
10EQS November 2011 - Present
10EQS 2008 - October 2011
Credit Suisse August 2006 - September 2006
Russian Standard Bank September 2005 - October 2005
M.M.Warburg & CO August 2004 - September 2004
Skills
Market Research, Management Consulting, Strategy, E-commerce, Talent Management, Private Equity, Telecommunications, Business Strategy, Management, Competitive Analysis, Strategic Consulting, Project Coordination, Statistics
Education
Albert-Ludwigs-Universität Freiburg im Breisgau 2002 — 2007
Diploma of Economics, Economics
10EQS November 2011 - Present
10EQS 2008 - October 2011
Credit Suisse August 2006 - September 2006
Russian Standard Bank September 2005 - October 2005
M.M.Warburg & CO August 2004 - September 2004
Skills
Market Research, Management Consulting, Strategy, E-commerce, Talent Management, Private Equity, Telecommunications, Business Strategy, Management, Competitive Analysis, Strategic Consulting, Project Coordination, Statistics
Education
Albert-Ludwigs-Universität Freiburg im Breisgau 2002 — 2007
Diploma of Economics, Economics
Stephen S. Sloan's Credit Suisse Experience January 2004 - September 2008
Job Managing Partner at Arcus Capital Partners
Industry Investment Management
Experience
Arcus Capital Partners September 2008 - Present
Credit Suisse January 2004 - September 2008
JPMorgan May 1989 - January 2004
Shearson Lehman Hutton June 1987 - May 1989
E.F. Hutton & Company November 1975 - May 1987
Skills
Investment Banking, Investment Management, Financial Services, Alternative Investments, Hedge Funds, Equities, Financial Advisory, Private Equity, Series 7, Asset Managment, Investments, Capital Markets, Portfolio Management, Securities, Fixed Income, Asset Allocation
Education
The University of Georgia 1967 — 1971
BA, English
Arcus Capital Partners September 2008 - Present
Credit Suisse January 2004 - September 2008
JPMorgan May 1989 - January 2004
Shearson Lehman Hutton June 1987 - May 1989
E.F. Hutton & Company November 1975 - May 1987
Skills
Investment Banking, Investment Management, Financial Services, Alternative Investments, Hedge Funds, Equities, Financial Advisory, Private Equity, Series 7, Asset Managment, Investments, Capital Markets, Portfolio Management, Securities, Fixed Income, Asset Allocation
Education
The University of Georgia 1967 — 1971
BA, English
Rama Veeraragoo's Credit Suisse Experience January 2013 - April 2015
Job CEO at PreLaunch mode
Industry Information Technology and Services
Experience
Pre-launch mode June 2015 - Present
Entrust GC April 2015 - Present
Credit Suisse January 2013 - April 2015
Chicago Angels Network September 2012 - February 2015
Credit Suisse April 2006 - December 2012
Freshfields Bruckhaus Deringer 2002 - 2006
Skills
Entrepreneurship, Private Equity, Angel Investing, Capital Markets, Structured Finance, Corporate Finance, Emerging Markets, Due Diligence, Derivatives, Valuation, Financial Structuring, Financial Modeling, Structured Products, Strategy, Fixed Income, Investment Banking
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, MBA, High Honors
University of Oxford 1998 — 2001
MA, Jurisprudence
Royal College Curepipe
Pre-launch mode June 2015 - Present
Entrust GC April 2015 - Present
Credit Suisse January 2013 - April 2015
Chicago Angels Network September 2012 - February 2015
Credit Suisse April 2006 - December 2012
Freshfields Bruckhaus Deringer 2002 - 2006
Skills
Entrepreneurship, Private Equity, Angel Investing, Capital Markets, Structured Finance, Corporate Finance, Emerging Markets, Due Diligence, Derivatives, Valuation, Financial Structuring, Financial Modeling, Structured Products, Strategy, Fixed Income, Investment Banking
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, MBA, High Honors
University of Oxford 1998 — 2001
MA, Jurisprudence
Royal College Curepipe
Pat Kelly, CFA's Credit Suisse Experience 1999 - 2002
Job Managing Director at River Branch Capital
Industry Investment Management
Experience
River Branch Capital 2009 - Present
Sagard Capital 2007 - 2009
Janus Capital Group June 2005 - September 2005
Aragon Global Management 2002 - 2004
Credit Suisse 1999 - 2002
Donaldson, Lufkin & Jenrette 1997 - 1999
ABN AMRO 1996 - 1997
Education
Yale University 1992 — 1996
B.S., Mechanical Engineering
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Economics, Strategy
River Branch Capital 2009 - Present
Sagard Capital 2007 - 2009
Janus Capital Group June 2005 - September 2005
Aragon Global Management 2002 - 2004
Credit Suisse 1999 - 2002
Donaldson, Lufkin & Jenrette 1997 - 1999
ABN AMRO 1996 - 1997
Education
Yale University 1992 — 1996
B.S., Mechanical Engineering
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Economics, Strategy
Shashi Doni's Credit Suisse Experience August 2006 - September 2010
Job Director at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital September 2010 - Present
Credit-suisse August 2006 - September 2010
Morgan Stanley January 2006 - July 2006
Bloomberg October 2002 - January 2006
Skills
Trading Systems, Exchange Connectivity, Low Latency, High Performance Systems, Electronic Trading, FIX, Multithreading, High Frequency Trading, Equities, Market Data, Derivatives, Agile Methodologies, Software Development, Fixed Income, Equity Derivatives, Trading, Financial Markets, Investment Banking
Education
The University of Akron 1998 — 2001
Master of Science (M.S.)
University of Mysore 1994 — 1998
Bachelor of Engineering (B.E.)
SVM
Barclays Capital September 2010 - Present
Credit-suisse August 2006 - September 2010
Morgan Stanley January 2006 - July 2006
Bloomberg October 2002 - January 2006
Skills
Trading Systems, Exchange Connectivity, Low Latency, High Performance Systems, Electronic Trading, FIX, Multithreading, High Frequency Trading, Equities, Market Data, Derivatives, Agile Methodologies, Software Development, Fixed Income, Equity Derivatives, Trading, Financial Markets, Investment Banking
Education
The University of Akron 1998 — 2001
Master of Science (M.S.)
University of Mysore 1994 — 1998
Bachelor of Engineering (B.E.)
SVM
Jack Leyland's Credit Suisse Experience 2014 - 2014
Job Project Manager with PMP
Industry Information Technology and Services
Experience
Credit Suisse 2014 - 2014
Credit Suisse 2014 - 2014
Windstream Hosted Solutions January 2012 - September 2013
BB&T 2007 - January 2012
Fannie Mae Foundation September 2006 - March 2007
Alltel Information Services January 2000 - August 2005
Alltel Information Services March 1997 - January 2000
Skills
Visio, SDLC, Vendor Management, Process Improvement, PMP, Business Analysis, Software Project..., Integration, Team Leadership, IT Management, PMO, Requirements Analysis
Education
The University of Akron
Bachelor of Science (BS), Accounting
Credit Suisse 2014 - 2014
Credit Suisse 2014 - 2014
Windstream Hosted Solutions January 2012 - September 2013
BB&T 2007 - January 2012
Fannie Mae Foundation September 2006 - March 2007
Alltel Information Services January 2000 - August 2005
Alltel Information Services March 1997 - January 2000
Skills
Visio, SDLC, Vendor Management, Process Improvement, PMP, Business Analysis, Software Project..., Integration, Team Leadership, IT Management, PMO, Requirements Analysis
Education
The University of Akron
Bachelor of Science (BS), Accounting
Matthew Breunsbach's Credit Suisse Experience July 2011 - March 2014
Job Growth Equity Investor at McCarthy Capital
Industry Venture Capital & Private Equity
Experience
McCarthy Capital March 2014 - Present
United Real Estate May 2015 - Present
Benaissance July 2014 - Present
SKC July 2014 - Present
Election Systems & Software January 2015 - Present
Amerisphere Mortgage Finance March 2014 - April 2015
Credit Suisse July 2011 - March 2014
Winona Capital Management March 2011 - June 2011
International Junior Golf Academy (IJGA) November 2008 - August 2009
Toll Brothers April 2006 - November 2008
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Entrepreneurship, Accounting
University of Nebraska-Lincoln 2002 — 2005
BSBA, Finance, Accounting
McCarthy Capital March 2014 - Present
United Real Estate May 2015 - Present
Benaissance July 2014 - Present
SKC July 2014 - Present
Election Systems & Software January 2015 - Present
Amerisphere Mortgage Finance March 2014 - April 2015
Credit Suisse July 2011 - March 2014
Winona Capital Management March 2011 - June 2011
International Junior Golf Academy (IJGA) November 2008 - August 2009
Toll Brothers April 2006 - November 2008
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Entrepreneurship, Accounting
University of Nebraska-Lincoln 2002 — 2005
BSBA, Finance, Accounting
Matt Shehorn's Credit Suisse Experience 2004 - 2006
Job Vice President at Fidus Investment Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Fidus Investment Advisors, LLC May 2009 - Present
Allied Capital August 2006 - May 2009
Credit Suisse 2004 - 2006
Skills
Leveraged Finance, Private Equity, Valuation, Financial Modeling, Credit Analysis, Due Diligence, Business Strategy, Strategic Analysis, Alternative Investments, Investment Banking, Subordinated Debt
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
University of Richmond 2000 — 2004
Bachelor of Science (B.S.)
Benet Academy
Fidus Investment Advisors, LLC May 2009 - Present
Allied Capital August 2006 - May 2009
Credit Suisse 2004 - 2006
Skills
Leveraged Finance, Private Equity, Valuation, Financial Modeling, Credit Analysis, Due Diligence, Business Strategy, Strategic Analysis, Alternative Investments, Investment Banking, Subordinated Debt
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
University of Richmond 2000 — 2004
Bachelor of Science (B.S.)
Benet Academy
Matt Norwood's Credit Suisse Experience March 2011 - Present
Job Private Banking USA at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2011 - Present
Bank of America Merrill Lynch April 2004 - March 2011
American National Bank January 2002 - April 2004
American National Bank (JP Morgan) August 2000 - January 2002
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Analytic Finance, Strategic Management and Entreprenuership
University of Dayton 1996 — 2000
BA, Finance
Credit Suisse March 2011 - Present
Bank of America Merrill Lynch April 2004 - March 2011
American National Bank January 2002 - April 2004
American National Bank (JP Morgan) August 2000 - January 2002
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Analytic Finance, Strategic Management and Entreprenuership
University of Dayton 1996 — 2000
BA, Finance
Carrie Lynn Reeder's Credit Suisse Experience November 2003 - May 2009
Job Accountant
Industry Accounting
Experience
Credit Suisse November 2003 - May 2009
Skills
Financial Analysis, Banking
Education
The University of Chicago Booth School of Business 2002 — 2004
Credit Suisse November 2003 - May 2009
Skills
Financial Analysis, Banking
Education
The University of Chicago Booth School of Business 2002 — 2004
Dan Gresla's Credit Suisse Experience 2005 - 2010
Job Senior Vice President and Market Manager at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation June 2013 - December 2014
Associated Bank May 2011 - February 2013
Credit Suisse 2005 - 2010
BMO Capital Markets January 2001 - August 2005
Harris Bank July 1984 - January 2001
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1980 — 1984
BBA, Accounting and Finance
Regions Financial Corporation June 2013 - December 2014
Associated Bank May 2011 - February 2013
Credit Suisse 2005 - 2010
BMO Capital Markets January 2001 - August 2005
Harris Bank July 1984 - January 2001
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1980 — 1984
BBA, Accounting and Finance
Richard Henry's Credit Suisse Experience 2007 - 2013
Job Vice President at Sandbridge Capital
Industry Venture Capital & Private Equity
Experience
Sandbridge Capital 2014 - Present
Credit Suisse 2007 - 2013
Genesis Capital, LLC 2005 - 2007
Skills
Investments, Valuation, Corporate Finance, Financial Modeling, Investment Banking, Leveraged Finance, Mergers, Acquisitions, Credit, Due Diligence, Financial Analysis, Portfolio Management, Private Equity, Capital Markets, Finance
Education
The University of Georgia 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Sandbridge Capital 2014 - Present
Credit Suisse 2007 - 2013
Genesis Capital, LLC 2005 - 2007
Skills
Investments, Valuation, Corporate Finance, Financial Modeling, Investment Banking, Leveraged Finance, Mergers, Acquisitions, Credit, Due Diligence, Financial Analysis, Portfolio Management, Private Equity, Capital Markets, Finance
Education
The University of Georgia 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Eric Dale's Credit Suisse Experience ManagerMerrill Lynch1981 - 2002
Job National Sales Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse ManagerMerrill Lynch1981 - 2002
Education
The University of Edinburgh 1967 — 1971
MA, Mathematics, Mathematical Physics, Economics
University of Oxford
Credit Suisse ManagerMerrill Lynch1981 - 2002
Education
The University of Edinburgh 1967 — 1971
MA, Mathematics, Mathematical Physics, Economics
University of Oxford
Andrew Worth's Credit Suisse Experience 2001 - 2002
Job Partner at Fidus Investment Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Fidus Investment Advisors, LLC March 2008 - Present
Allied Capital November 2002 - March 2008
Credit Suisse 2001 - 2002
Credit Suisse First Boston 2001 - 2002
First Union (Predecessor to Wachovia) 1996 - 1999
Skills
Mezzanine, Buyouts, Due Diligence, Leveraged Lending, Private Equity, Corporate Development, Investment Banking, Leveraged Finance, Mergers
Education
University of North Carolina at Chapel Hill 1999 — 2003
The University of Chicago Booth School of Business
Fidus Investment Advisors, LLC March 2008 - Present
Allied Capital November 2002 - March 2008
Credit Suisse 2001 - 2002
Credit Suisse First Boston 2001 - 2002
First Union (Predecessor to Wachovia) 1996 - 1999
Skills
Mezzanine, Buyouts, Due Diligence, Leveraged Lending, Private Equity, Corporate Development, Investment Banking, Leveraged Finance, Mergers
Education
University of North Carolina at Chapel Hill 1999 — 2003
The University of Chicago Booth School of Business
David Pawlowski's Credit Suisse Experience 1981 - 1986
Job President & CEO
Industry Capital Markets
Experience
Investors Consulting Group LLC January 1994 - Present
Freddie Mac June 2009 - September 2011
Alator Capital July 2008 - May 2009
BNP PARIBAS January 2006 - December 2007
MDMC 2001 - 2006
Kidder Peabody 1992 - 1994
Credit Suisse 1981 - 1986
Skills
Loans, Mortgage Lending, Securitization, Capital Markets, Due Diligence, Expert Witness, Non-performing Loans, Mortgage Underwriting, Mortgage Servicing, Residential Mortgages, Loan Modifications, HAMP, Litigation Consulting, Valuation, Banking, Mortgage Banking, Portfolio Management, Real Estate, Credit, Investments, Loan Servicing, Underwriting, Securities, Structured Finance, Finance, Bonds, Loan Origination, Trading, Credit Analysis, Asset Management, Credit Risk, Loss Mitigation, Fixed Income, Financial Structuring, Funding, Financial Services, Real Estate Economics, Real Estate Financing, Structured Products, Investment Banking, Financial Institutions, Commercial Lending, Private Equity, Commercial Mortgages, MBS, ABS, Equities, Derivatives, Hedge Funds
Education
The University of Connecticut School of Business 1979 — 1981
MBA, Finance
University of Miami - School of Business 1976 — 1979
BBA, Real Estate Finance & Mortgage Banking
Investors Consulting Group LLC January 1994 - Present
Freddie Mac June 2009 - September 2011
Alator Capital July 2008 - May 2009
BNP PARIBAS January 2006 - December 2007
MDMC 2001 - 2006
Kidder Peabody 1992 - 1994
Credit Suisse 1981 - 1986
Skills
Loans, Mortgage Lending, Securitization, Capital Markets, Due Diligence, Expert Witness, Non-performing Loans, Mortgage Underwriting, Mortgage Servicing, Residential Mortgages, Loan Modifications, HAMP, Litigation Consulting, Valuation, Banking, Mortgage Banking, Portfolio Management, Real Estate, Credit, Investments, Loan Servicing, Underwriting, Securities, Structured Finance, Finance, Bonds, Loan Origination, Trading, Credit Analysis, Asset Management, Credit Risk, Loss Mitigation, Fixed Income, Financial Structuring, Funding, Financial Services, Real Estate Economics, Real Estate Financing, Structured Products, Investment Banking, Financial Institutions, Commercial Lending, Private Equity, Commercial Mortgages, MBS, ABS, Equities, Derivatives, Hedge Funds
Education
The University of Connecticut School of Business 1979 — 1981
MBA, Finance
University of Miami - School of Business 1976 — 1979
BBA, Real Estate Finance & Mortgage Banking
Alasdair MacMaster's Credit Suisse Experience 2005 - 2007
Job Head of Trading Technology, NA at RBS Markets & International Banking
Industry Investment Banking
Experience
RBS Markets & International Banking June 2013 - Present
Royal Bank of Scotland January 2011 - December 2012
Royal Bank of Scotland April 2008 - December 2010
Credit Suisse 2005 - 2007
Credit Suisse First Boston 1998 - 2005
CSFB 1998 - 2005
Credit Suisse Financial Products 1994 - 1998
Fisons Scientific 1992 - 1994
Skills
Fixed Income, Rates, Derivatives, Credit, Investment Banking, FX Options, Trading Systems, Interest Rate..., Capital Markets, Financial Markets
Education
The University of Edinburgh 1984 — 1987
BSc, Mathematical Physics
RBS Markets & International Banking June 2013 - Present
Royal Bank of Scotland January 2011 - December 2012
Royal Bank of Scotland April 2008 - December 2010
Credit Suisse 2005 - 2007
Credit Suisse First Boston 1998 - 2005
CSFB 1998 - 2005
Credit Suisse Financial Products 1994 - 1998
Fisons Scientific 1992 - 1994
Skills
Fixed Income, Rates, Derivatives, Credit, Investment Banking, FX Options, Trading Systems, Interest Rate..., Capital Markets, Financial Markets
Education
The University of Edinburgh 1984 — 1987
BSc, Mathematical Physics
Michael Call's Credit Suisse Experience 2000 - 2002
Job Vice President, Corporate Development at Kraft Foods Group
Industry Food & Beverages
Experience
Mondelēz International September 2015 - Present
Kraft Foods Group October 2012 - July 2015
Kraft Foods 2006 - October 2012
Houlihan Lokey 2003 - 2006
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2000
Arthur Andersen 1994 - 1996
Skills
Divestitures, Mergers & Acquisitions, Corporate Development, Corporate Finance, Investment Banking, P&L Management, Acquisition Integration, Competitive Analysis, Restructuring, M&A experience, Financial Analysis, Finance, Business Strategy, Due Diligence, Strategy, Private Equity, Financial Modeling, Valuation
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance & Economics
University of Chicago Law School 1996 — 2000
JD
University of Wisconsin-Madison 1990 — 1994
BBA/BS, Accounting & Mathematics
Mondelēz International September 2015 - Present
Kraft Foods Group October 2012 - July 2015
Kraft Foods 2006 - October 2012
Houlihan Lokey 2003 - 2006
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2000
Arthur Andersen 1994 - 1996
Skills
Divestitures, Mergers & Acquisitions, Corporate Development, Corporate Finance, Investment Banking, P&L Management, Acquisition Integration, Competitive Analysis, Restructuring, M&A experience, Financial Analysis, Finance, Business Strategy, Due Diligence, Strategy, Private Equity, Financial Modeling, Valuation
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance & Economics
University of Chicago Law School 1996 — 2000
JD
University of Wisconsin-Madison 1990 — 1994
BBA/BS, Accounting & Mathematics
Suba Karuppan's Credit Suisse Experience April 2011 - April 2013
Job Sr. Business Analyst at GE
Industry Financial Services
Experience
GE April 2013 - Present
Credit Suisse April 2011 - April 2013
Royal Bank of Scotland March 2010 - December 2010
Bank of New York Mellon January 2009 - March 2010
Fannie Mae August 2005 - December 2008
Education
The University of Connecticut School of Business 2009 — 2010
MBA, Finance
University of Colorado at Boulder 2003 — 2005
Master of Science (MS), Electrical Engineeting
University of Connecticut
GE April 2013 - Present
Credit Suisse April 2011 - April 2013
Royal Bank of Scotland March 2010 - December 2010
Bank of New York Mellon January 2009 - March 2010
Fannie Mae August 2005 - December 2008
Education
The University of Connecticut School of Business 2009 — 2010
MBA, Finance
University of Colorado at Boulder 2003 — 2005
Master of Science (MS), Electrical Engineeting
University of Connecticut
John Dlubac's Credit Suisse Experience June 2012 - Present
Job Director Prime Services at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2012 - Present
UBS Investment Bank March 2010 - May 2012
UBS Investment Bank July 2007 - March 2010
UBS Investment Bank July 2005 - July 2007
Skills
Series 3, Series 7, Series 63, Fixed Income, Commodity, Financial Markets, Trading, FINRA, Investment Banking, Capital Markets, Derivatives, Equity Derivatives, Swaps, Electronic Trading, Prime Brokerage, Trading Systems, FX Options, Hedge Funds, Alternative Investments, Options, Equities, Bloomberg
Education
The University of Connecticut School of Business 2001 — 2005
BS, Finance / Economics
Credit Suisse June 2012 - Present
UBS Investment Bank March 2010 - May 2012
UBS Investment Bank July 2007 - March 2010
UBS Investment Bank July 2005 - July 2007
Skills
Series 3, Series 7, Series 63, Fixed Income, Commodity, Financial Markets, Trading, FINRA, Investment Banking, Capital Markets, Derivatives, Equity Derivatives, Swaps, Electronic Trading, Prime Brokerage, Trading Systems, FX Options, Hedge Funds, Alternative Investments, Options, Equities, Bloomberg
Education
The University of Connecticut School of Business 2001 — 2005
BS, Finance / Economics
David Andrew, CFA's Credit Suisse Experience September 2010 - October 2014
Job Autumn Lane Advisors
Industry Investment Management
Experience
Autumn Lane Advisors November 2014 - Present
Credit Suisse September 2010 - October 2014
Goldman Sachs July 2005 - September 2010
Lehman Brothers July 2001 - July 2003
Merrill Lynch June 1999 - July 2001
Skills
Asset Management, Finance, Financial Modeling, Hedge Funds, Private Equity, Fixed Income, Alternative Investments, Financial Analysis, Capital Markets, Valuation, Investments, Portfolio Management, Asset Managment, Derivatives
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Analytic Finance
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
BBA, Finance
Trinity University 1995 — 1997
Autumn Lane Advisors November 2014 - Present
Credit Suisse September 2010 - October 2014
Goldman Sachs July 2005 - September 2010
Lehman Brothers July 2001 - July 2003
Merrill Lynch June 1999 - July 2001
Skills
Asset Management, Finance, Financial Modeling, Hedge Funds, Private Equity, Fixed Income, Alternative Investments, Financial Analysis, Capital Markets, Valuation, Investments, Portfolio Management, Asset Managment, Derivatives
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Analytic Finance
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
BBA, Finance
Trinity University 1995 — 1997
Brad Scelfo's Credit Suisse Experience July 2001 - May 2005
Job Managing Partner at Varden Pacific LLC
Industry Financial Services
Experience
Varden Pacific LLC December 2009 - Present
Barclays Capital February 2007 - November 2009
The Winter Group May 2005 - January 2007
Credit Suisse July 2001 - May 2005
Credit Suisse First Boston June 1997 - April 2000
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
University of Washington 1988 — 1993
BA, Business Administration and Accounting
Varden Pacific LLC December 2009 - Present
Barclays Capital February 2007 - November 2009
The Winter Group May 2005 - January 2007
Credit Suisse July 2001 - May 2005
Credit Suisse First Boston June 1997 - April 2000
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
University of Washington 1988 — 1993
BA, Business Administration and Accounting
Mariko Boswell's Credit Suisse Experience August 2006 - July 2008
Job Account Manager, Senior Vice President at PIMCO
Industry Investment Management
Experience
PIMCO August 2010 - Present
PIMCO June 2009 - August 2009
Credit Suisse August 2006 - July 2008
Moody's Investors Service July 2004 - July 2006
Skills
Investments, Equity Research, Credit, Analysis, Asset Management, Alternative Investments, Bonds, Corporate Finance
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Economics
Yale University 2000 — 2004
BA, Economics
Ridgewood High School 1996 — 2000
Diploma
PIMCO August 2010 - Present
PIMCO June 2009 - August 2009
Credit Suisse August 2006 - July 2008
Moody's Investors Service July 2004 - July 2006
Skills
Investments, Equity Research, Credit, Analysis, Asset Management, Alternative Investments, Bonds, Corporate Finance
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Economics
Yale University 2000 — 2004
BA, Economics
Ridgewood High School 1996 — 2000
Diploma
Paul Joshi's Credit Suisse Experience March 2000 - October 2001
Job Chief Credit Officer at NASDAQ's eSpeed Trading Platform
Industry Financial Services
Experience
NASDAQ OMX January 2013 - Present
Capital Life Exchange August 2010 - January 2013
Byte Consulting September 2008 - August 2010
Structured Credit Advisors February 2006 - December 2007
Radian Asset Assurance December 2001 - February 2006
Credit Suisse March 2000 - October 2001
Fitch Ratings August 1998 - March 2000
Skills
Structured Finance, Capital Markets, Structured Products, Fixed Income, ABS, Derivatives, Risk Management, Financial Structuring, Investment Banking, CDO, Portfolio Management, Equities, Securitization, Financial Modeling, Valuation, Credit Derivatives, Credit Risk, Bloomberg, Investments, Market Risk, VAR, Operational Risk, Hedge Funds, Electronic Trading, Private Equity
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Analytical Finance, Statistics
University of Michigan 1987 — 1991
Bachelor of Arts (B.A.), Economics, Political Science, History
NASDAQ OMX January 2013 - Present
Capital Life Exchange August 2010 - January 2013
Byte Consulting September 2008 - August 2010
Structured Credit Advisors February 2006 - December 2007
Radian Asset Assurance December 2001 - February 2006
Credit Suisse March 2000 - October 2001
Fitch Ratings August 1998 - March 2000
Skills
Structured Finance, Capital Markets, Structured Products, Fixed Income, ABS, Derivatives, Risk Management, Financial Structuring, Investment Banking, CDO, Portfolio Management, Equities, Securitization, Financial Modeling, Valuation, Credit Derivatives, Credit Risk, Bloomberg, Investments, Market Risk, VAR, Operational Risk, Hedge Funds, Electronic Trading, Private Equity
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Analytical Finance, Statistics
University of Michigan 1987 — 1991
Bachelor of Arts (B.A.), Economics, Political Science, History
Geoffrey Fishman's Credit Suisse Experience March 2000 - Present
Job Vice President at Credit Suisse
Industry Investment Management
Experience
Credit Suisse March 2000 - Present
Smith Barney October 1990 - March 2000
Education
The University of Georgia 1982 — 1987
BA, Economics
Credit Suisse March 2000 - Present
Smith Barney October 1990 - March 2000
Education
The University of Georgia 1982 — 1987
BA, Economics
Joe Pietrzak's Credit Suisse Experience January 2009 - November 2013
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Capital Markets
Experience
BMO Capital Markets December 2013 - June 2015
Credit Suisse January 2009 - November 2013
Goldman Sachs June 2008 - August 2008
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Notre Dame 2005 — 2008
B.A., Economics
BMO Capital Markets December 2013 - June 2015
Credit Suisse January 2009 - November 2013
Goldman Sachs June 2008 - August 2008
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Notre Dame 2005 — 2008
B.A., Economics
Nick Mehta's Credit Suisse Experience July 2010 - July 2014
Job Vice President at Robert W. Baird
Industry Investment Banking
Experience
Robert W. Baird & Co. January 2015 - Present
Credit Suisse July 2010 - July 2014
Bowe Bell + Howell April 2004 - June 2008
Credit Suisse July 2000 - June 2003
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Capital Markets, Valuation, Due Diligence, Financial Analysis, Financial Modeling, Financial Accounting
Education
The University of Chicago Booth School of Business 2008 — 2010
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Robert W. Baird & Co. January 2015 - Present
Credit Suisse July 2010 - July 2014
Bowe Bell + Howell April 2004 - June 2008
Credit Suisse July 2000 - June 2003
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Capital Markets, Valuation, Due Diligence, Financial Analysis, Financial Modeling, Financial Accounting
Education
The University of Chicago Booth School of Business 2008 — 2010
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Eliza Baker's Credit Suisse Experience September 2014 - Present
Job Client Portfolio Manager at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse September 2014 - Present
Credit Suisse April 2011 - September 2014
Credit Suisse March 2009 - April 2011
Credit Suisse July 2007 - March 2009
Skills
Valuation, Commodity, Equities
Education
The University of Georgia 2003 — 2007
BA, International Affairs
Credit Suisse September 2014 - Present
Credit Suisse April 2011 - September 2014
Credit Suisse March 2009 - April 2011
Credit Suisse July 2007 - March 2009
Skills
Valuation, Commodity, Equities
Education
The University of Georgia 2003 — 2007
BA, International Affairs
Geula Solomon's Credit Suisse Experience June 1998 - December 2005
Job Managing Director at Barclays Capital
Industry Banking
Experience
Barclays September 2008 - Present
Lehman Brothers December 2005 - September 2008
Credit Suisse June 1998 - December 2005
PricewaterhouseCoopers 1992 - 1994
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA
University of Michigan 1988 — 1992
BA; BBA
Barclays September 2008 - Present
Lehman Brothers December 2005 - September 2008
Credit Suisse June 1998 - December 2005
PricewaterhouseCoopers 1992 - 1994
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA
University of Michigan 1988 — 1992
BA; BBA
Reid Turner's Credit Suisse Experience 2003 - 2006
Job Senior Unix Systems Administrator
Industry Information Technology and Services
Experience
MUFG Mitsubishi UFJ Securities USA September 2010 - Present
Alltech Consulting Services, Inc August 2009 - September 2010
Best Buy 2008 - 2008
Accenture 2008 - 2008
Credit Suisse 2003 - 2006
Skills
System Administration, Unix, Linux, SQL, Shell Scripting, Disaster Recovery, Solaris, Troubleshooting, Databases, Virtualization
Education
The University of British Columbia 1991 — 1992
B.Sc., Computer Science
The University of British Columbia 1987 — 1991
B.A.Sc, Engineering Physics
MUFG Mitsubishi UFJ Securities USA September 2010 - Present
Alltech Consulting Services, Inc August 2009 - September 2010
Best Buy 2008 - 2008
Accenture 2008 - 2008
Credit Suisse 2003 - 2006
Skills
System Administration, Unix, Linux, SQL, Shell Scripting, Disaster Recovery, Solaris, Troubleshooting, Databases, Virtualization
Education
The University of British Columbia 1991 — 1992
B.Sc., Computer Science
The University of British Columbia 1987 — 1991
B.A.Sc, Engineering Physics
Jonathan Story's Credit Suisse Experience July 2011 - April 2012
Job Supervising Auditor at Chevron
Industry Oil & Energy
Experience
Chevron December 2013 - Present
Chevron May 2012 - November 2013
Credit Suisse July 2011 - April 2012
Credit Suisse June 2010 - August 2010
Chevron May 2007 - August 2009
Federal Reserve Bank of Dallas January 2006 - April 2007
Federal Reserve Bank of Dallas December 2001 - December 2006
Skills
Financial Modeling, Business Valuation, Time Series Analysis, Investment Banking, Oil, Financial Accounting, Corporate Finance, Financial Analysis, Due Diligence, Valuation, Mergers, Strategic Planning, Petroleum, Project Finance, Private Equity, Auditing, Risk Management
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance, Accounting
The University of Texas at Austin 1997 — 2003
BA, Economics & Plan II Honors
Chevron December 2013 - Present
Chevron May 2012 - November 2013
Credit Suisse July 2011 - April 2012
Credit Suisse June 2010 - August 2010
Chevron May 2007 - August 2009
Federal Reserve Bank of Dallas January 2006 - April 2007
Federal Reserve Bank of Dallas December 2001 - December 2006
Skills
Financial Modeling, Business Valuation, Time Series Analysis, Investment Banking, Oil, Financial Accounting, Corporate Finance, Financial Analysis, Due Diligence, Valuation, Mergers, Strategic Planning, Petroleum, Project Finance, Private Equity, Auditing, Risk Management
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance, Accounting
The University of Texas at Austin 1997 — 2003
BA, Economics & Plan II Honors
Christian Pitt's Credit Suisse Experience June 2000 - March 2006
Job Founder at Dolphin Point Capital, LLC
Industry Investment Management
Experience
Dolphin Point Capital, LLC February 2012 - Present
Geneva Investment Management April 2006 - September 2011
Geneva Investment Management April 2006 - December 2009
Credit Suisse June 2000 - March 2006
BP Amoco June 1999 - June 2000
NationsBank 1994 - 1997
Skills
Portfolio Management, Investments, Equities, Asset Managment, Valuation, Investment Management, Financial Modeling, Financial Analysis
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Accounting, Strategy
University of Southern California 1990 — 1994
BS, Business Administration, Economics (Minor)
Phillips Exeter Academy
Dolphin Point Capital, LLC February 2012 - Present
Geneva Investment Management April 2006 - September 2011
Geneva Investment Management April 2006 - December 2009
Credit Suisse June 2000 - March 2006
BP Amoco June 1999 - June 2000
NationsBank 1994 - 1997
Skills
Portfolio Management, Investments, Equities, Asset Managment, Valuation, Investment Management, Financial Modeling, Financial Analysis
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Accounting, Strategy
University of Southern California 1990 — 1994
BS, Business Administration, Economics (Minor)
Phillips Exeter Academy
Michael Naghshineh's Credit Suisse Experience July 2013 - October 2013
Job Senior Associate at Two Harbors Investment Corp.
Industry Financial Services
Experience
Pine River Capital Management November 2013 - Present
Two Harbors Investment Corp. November 2013 - Present
Credit Suisse July 2013 - October 2013
Credit Suisse July 2010 - June 2013
Credit Suisse 2009 - 2009
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Equities, LBO, Financial Analysis, Due Diligence, DCF
Education
The University of Georgia 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Pine River Capital Management November 2013 - Present
Two Harbors Investment Corp. November 2013 - Present
Credit Suisse July 2013 - October 2013
Credit Suisse July 2010 - June 2013
Credit Suisse 2009 - 2009
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Equities, LBO, Financial Analysis, Due Diligence, DCF
Education
The University of Georgia 2006 — 2010
Bachelor of Business Administration (BBA), Finance
David M. Lee's Credit Suisse Experience January 2010 - Present
Job Chief Risk Officer, Alternative Investments, Asset Management at Credit Suisse
Industry Investment Management
Experience
Credit Suisse January 2010 - Present
UBS Global Asset Management June 2003 - December 2009
UBS O'Connor June 2000 - December 2009
UBS Alternative and Quantitative Investments LLC June 2000 - December 2009
The University of Chicago May 2001 - June 2009
UBS Investment Bank August 1994 - June 2000
Skills
Risk Management, Alternative Investments, Hedge Funds, Fund Of Funds, Derivatives, Asset Management, Capital Markets, Due Diligence, Structured Products, Equity Derivatives, Quantitative Finance, Equities, Fixed Income, Portfolio Management, Investment Banking
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance
Credit Suisse January 2010 - Present
UBS Global Asset Management June 2003 - December 2009
UBS O'Connor June 2000 - December 2009
UBS Alternative and Quantitative Investments LLC June 2000 - December 2009
The University of Chicago May 2001 - June 2009
UBS Investment Bank August 1994 - June 2000
Skills
Risk Management, Alternative Investments, Hedge Funds, Fund Of Funds, Derivatives, Asset Management, Capital Markets, Due Diligence, Structured Products, Equity Derivatives, Quantitative Finance, Equities, Fixed Income, Portfolio Management, Investment Banking
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance
Louise Kittle's Credit Suisse Experience 2005 - 2008
Job Director of Investor Relations at Premium Point Investments
Industry Banking
Experience
Premium Point Investments December 2014 - Present
Societe Generale August 2012 - December 2014
UBS 2010 - August 2012
Cantor Fitzgerald 2009 - 2010
Credit Suisse 2005 - 2008
Credit Suisse 2002 - 2005
Credit Suisse 1999 - 2002
Skills
Bonds, Capital Markets, Leveraged Finance, Structured Products, Trading Systems, Sales, Derivatives, Trading, Equities, Bloomberg, Investments, Alternative Investments, Series 7, Emerging Markets, Fixed Income, FX Options, Electronic Trading, Hedge Funds, Investment Banking, Portfolio Management, Options, Asset Management, Financial Markets, Securities, Swaps, Interest Rate..., Series 63
Education
The University of Edinburgh
Master of Arts (M.A.), Economics, First Class Honors
Premium Point Investments December 2014 - Present
Societe Generale August 2012 - December 2014
UBS 2010 - August 2012
Cantor Fitzgerald 2009 - 2010
Credit Suisse 2005 - 2008
Credit Suisse 2002 - 2005
Credit Suisse 1999 - 2002
Skills
Bonds, Capital Markets, Leveraged Finance, Structured Products, Trading Systems, Sales, Derivatives, Trading, Equities, Bloomberg, Investments, Alternative Investments, Series 7, Emerging Markets, Fixed Income, FX Options, Electronic Trading, Hedge Funds, Investment Banking, Portfolio Management, Options, Asset Management, Financial Markets, Securities, Swaps, Interest Rate..., Series 63
Education
The University of Edinburgh
Master of Arts (M.A.), Economics, First Class Honors
Laura Johnson's Credit Suisse Experience September 2006 - April 2007
Job Associate Director at Orix Ventures
Industry Investment Management
Experience
ORIX USA Corporation September 2015 - Present
RichRelevance May 2014 - May 2015
Medley Capital July 2013 - April 2014
Victory Park Capital Advisors February 2012 - August 2012
Prudential Capital Group November 2007 - July 2011
Credit Suisse September 2006 - April 2007
JH Whitney Investment Management ($300 million AUM) March 2006 - September 2006
Rutberg & Company January 2006 - March 2006
Skills
Valuation, Financial Analysis, Bloomberg, Hedge Funds, Investment Banking, Asset Managment, Capital Markets, Capital IQ, LBO, Mergers, Credit Analysis, Finance, Economics, Business Valuation, Series 7, Derivatives, Distressed Debt, Restructuring, Corporate Finance, Strategic Planning, Private Equity, Private Placements, Special Situations..., High Yield Bonds, Operational Turnaround, Asset Based Lending, Asset Management, Bonds, High Yield, Mezzanine, Structured Finance, Credit, DCF, M&A experience, Corporate Development, Equity Valuation, Mergers, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Concentrations in Entrepreneurship, Finance and Accounting
University of San Francisco
Bachelor of Science, Finance
Alhambra High School
ORIX USA Corporation September 2015 - Present
RichRelevance May 2014 - May 2015
Medley Capital July 2013 - April 2014
Victory Park Capital Advisors February 2012 - August 2012
Prudential Capital Group November 2007 - July 2011
Credit Suisse September 2006 - April 2007
JH Whitney Investment Management ($300 million AUM) March 2006 - September 2006
Rutberg & Company January 2006 - March 2006
Skills
Valuation, Financial Analysis, Bloomberg, Hedge Funds, Investment Banking, Asset Managment, Capital Markets, Capital IQ, LBO, Mergers, Credit Analysis, Finance, Economics, Business Valuation, Series 7, Derivatives, Distressed Debt, Restructuring, Corporate Finance, Strategic Planning, Private Equity, Private Placements, Special Situations..., High Yield Bonds, Operational Turnaround, Asset Based Lending, Asset Management, Bonds, High Yield, Mezzanine, Structured Finance, Credit, DCF, M&A experience, Corporate Development, Equity Valuation, Mergers, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Concentrations in Entrepreneurship, Finance and Accounting
University of San Francisco
Bachelor of Science, Finance
Alhambra High School
Alexander Dubitsky's Credit Suisse Experience 1997 - 2006
Job Insurance Management
Industry Insurance
Experience
Awbury Group 2010 - Present
Goldman Sachs 2006 - 2010
Credit Suisse 1997 - 2006
Hogan & Hartson 1993 - 1997
Skills
Risk Management, Hedge Funds, Capital Markets, Private Equity, Insurance, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
Yale Law School 1991 — 1993
LL.M.
Awbury Group 2010 - Present
Goldman Sachs 2006 - 2010
Credit Suisse 1997 - 2006
Hogan & Hartson 1993 - 1997
Skills
Risk Management, Hedge Funds, Capital Markets, Private Equity, Insurance, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
Yale Law School 1991 — 1993
LL.M.
Eric Staub's Credit Suisse Experience August 2001 - December 2013
Job Senior Vice President at Portfolio Advisors
Industry Venture Capital & Private Equity
Experience
Portfolio Advisors January 2014 - Present
Credit Suisse August 2001 - December 2013
Heller Financial July 1997 - August 1999
Deloitte & Touche August 1994 - July 1997
Skills
Alternative Investments, Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, LBO, Private Equity, Underwriting, Valuation, Finance
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Notre Dame 1990 — 1994
BBA, Accounting
Portfolio Advisors January 2014 - Present
Credit Suisse August 2001 - December 2013
Heller Financial July 1997 - August 1999
Deloitte & Touche August 1994 - July 1997
Skills
Alternative Investments, Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, LBO, Private Equity, Underwriting, Valuation, Finance
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Notre Dame 1990 — 1994
BBA, Accounting
Sam Coleman's Credit Suisse Experience 1983 - 1996
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock April 2009 - Present
S.R. Coleman & Co., LLC 2006 - 2009
Cambridge Place Investment Management 2007 - 2008
Citigroup 1996 - 2006
Credit Suisse 1983 - 1996
Skills
Alternative Investments, Hedge Funds, Fixed Income, Investment Banking, Capital Markets, Private Equity, Asset Managment, Equities, Investments, Valuation, Structured Finance, Derivatives, Securities, Portfolio Management, Securitization, Mergers & Acquisitions
Education
Tuck School of Business at Dartmouth 1981 — 1983
MBA
University of Pennsylvania 1971 — 1976
BA, Economics, History
BlackRock April 2009 - Present
S.R. Coleman & Co., LLC 2006 - 2009
Cambridge Place Investment Management 2007 - 2008
Citigroup 1996 - 2006
Credit Suisse 1983 - 1996
Skills
Alternative Investments, Hedge Funds, Fixed Income, Investment Banking, Capital Markets, Private Equity, Asset Managment, Equities, Investments, Valuation, Structured Finance, Derivatives, Securities, Portfolio Management, Securitization, Mergers & Acquisitions
Education
Tuck School of Business at Dartmouth 1981 — 1983
MBA
University of Pennsylvania 1971 — 1976
BA, Economics, History
Alok Gaur's Credit Suisse Experience 2005 - 2010
Job Managing Director at The Carlyle Group
Industry Real Estate
Experience
The Carlyle Group March 2011 - Present
Greenhill & Co. 2010 - 2011
Credit Suisse 2005 - 2010
The John Buck Company 1996 - 2005
Coopers & Lybrand 1993 - 1996
Skills
Investments, Debt, Equities, Investor Relations, Investment Management, Due Diligence
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance
University of Chicago 1986 — 1990
AB, South Asian Languages & Civilizations
The Carlyle Group March 2011 - Present
Greenhill & Co. 2010 - 2011
Credit Suisse 2005 - 2010
The John Buck Company 1996 - 2005
Coopers & Lybrand 1993 - 1996
Skills
Investments, Debt, Equities, Investor Relations, Investment Management, Due Diligence
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance
University of Chicago 1986 — 1990
AB, South Asian Languages & Civilizations
Jennifer Phillips's Credit Suisse Experience July 2006 - September 2013
Job Sr Manager at Burger King Corporation
Industry Food & Beverages
Experience
Burger King Corporation July 2015 - Present
pymetrics October 2014 - May 2015
Adobe June 2014 - September 2014
Credit Suisse July 2006 - September 2013
Credit Suisse November 2009 - November 2010
Skills
Strategy, Consulting, Business Strategy, Connecting People, Project Management, Credit Risk, Strategic HR, Business Analysis, Data Analysis, Analysis, Analytics, Management, Microsoft Excel, Risk Management, Strategic Planning, Process Improvement
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), MBA
The University of Bath 2002 — 2006
BSc (Hons) in International Management and Modern Languages (French), International Management & French
Dartford Grammar School 1999 — 2001
International Baccalaureate, International Baccalaureate
Burger King Corporation July 2015 - Present
pymetrics October 2014 - May 2015
Adobe June 2014 - September 2014
Credit Suisse July 2006 - September 2013
Credit Suisse November 2009 - November 2010
Skills
Strategy, Consulting, Business Strategy, Connecting People, Project Management, Credit Risk, Strategic HR, Business Analysis, Data Analysis, Analysis, Analytics, Management, Microsoft Excel, Risk Management, Strategic Planning, Process Improvement
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), MBA
The University of Bath 2002 — 2006
BSc (Hons) in International Management and Modern Languages (French), International Management & French
Dartford Grammar School 1999 — 2001
International Baccalaureate, International Baccalaureate
Michael Monk's Credit Suisse Experience 2005 - 2010
Job Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2014 - Present
Goldman Sachs 2012 - April 2014
Morgan Stanley 2010 - 2012
Credit Suisse 2005 - 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1998 - 2002
Skills
Investment Banking, Valuation, Capital Markets
Education
University of Virginia Darden School of Business 2003 — 2005
MBA
The University of Georgia 1994 — 1998
BBA, Finance
SunTrust Robinson Humphrey April 2014 - Present
Goldman Sachs 2012 - April 2014
Morgan Stanley 2010 - 2012
Credit Suisse 2005 - 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1998 - 2002
Skills
Investment Banking, Valuation, Capital Markets
Education
University of Virginia Darden School of Business 2003 — 2005
MBA
The University of Georgia 1994 — 1998
BBA, Finance
Harriet Vernon's Credit Suisse Experience July 2008 - Present
Job Vice President of Equity Sales at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2008 - Present
Skills
Equities, Investment Banking, Financial Markets, Bloomberg, Sales, Equity Valuation, Capital Markets, Emerging Markets, Equity Research, Investments, Valuation
Education
The University of Edinburgh 2003 — 2007
Master of Arts (M.A.), Economics
Credit Suisse July 2008 - Present
Skills
Equities, Investment Banking, Financial Markets, Bloomberg, Sales, Equity Valuation, Capital Markets, Emerging Markets, Equity Research, Investments, Valuation
Education
The University of Edinburgh 2003 — 2007
Master of Arts (M.A.), Economics
Jamie Gabriel's Credit Suisse Experience April 2011 - Present
Job Vice President Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2011 - Present
Barclays Capital April 2010 - January 2011
Citigroup August 2009 - April 2010
Citigroup June 2008 - August 2008
JP Morgan August 2006 - June 2007
Lehman Brothers August 2003 - June 2006
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance and Accounting
Vanderbilt University 1998 — 2002
BS, Bachelor of Science in Engineering, Minor in Economics
Credit Suisse April 2011 - Present
Barclays Capital April 2010 - January 2011
Citigroup August 2009 - April 2010
Citigroup June 2008 - August 2008
JP Morgan August 2006 - June 2007
Lehman Brothers August 2003 - June 2006
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance and Accounting
Vanderbilt University 1998 — 2002
BS, Bachelor of Science in Engineering, Minor in Economics
Patricio Chico S.'s Credit Suisse Experience February 2008 - January 2010
Job Senior Associate at Global Infrastructure Partners
Industry Financial Services
Experience
Global Infrastructure Partners July 2013 - Present
Global Infrastructure Partners June 2012 - September 2012
ENESA SA de CV February 2010 - August 2011
Credit Suisse February 2008 - January 2010
Skills
Valuation, LBO, Corporate Finance, Emerging Markets, Financial Modeling, Investment Banking, Private Equity, DCF, Financial Analysis, Due Diligence, Bonds, Capital Markets, M&A experience, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Analitic Finanace & Entrepreneurship
The University of Chicago - Booth School of Business 2007 — 2007
Summer Business Scholar
Universidad Iberoamericana, Ciudad de México 2004 — 2009
Licenciatura, Industrial Engineering
Global Infrastructure Partners July 2013 - Present
Global Infrastructure Partners June 2012 - September 2012
ENESA SA de CV February 2010 - August 2011
Credit Suisse February 2008 - January 2010
Skills
Valuation, LBO, Corporate Finance, Emerging Markets, Financial Modeling, Investment Banking, Private Equity, DCF, Financial Analysis, Due Diligence, Bonds, Capital Markets, M&A experience, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Analitic Finanace & Entrepreneurship
The University of Chicago - Booth School of Business 2007 — 2007
Summer Business Scholar
Universidad Iberoamericana, Ciudad de México 2004 — 2009
Licenciatura, Industrial Engineering
Flavius Popescu's Credit Suisse Experience June 2012 - July 2012
Job Student at The University of Edinburgh
Industry Computer Software
Experience
Credit Suisse June 2012 - July 2012
University of Edinburgh November 2008 - April 2011
123LinkIt.com June 2010 - August 2010
Flourishing Mind SRL August 2009 - April 2010
Skills
Python, Computer Science, Artificial Intelligence, Programming, Statistics, LaTeX, Machine Learning, Matlab, Algorithms, C++, Ruby on Rails, Data Mining
Education
The University of Edinburgh 2008 — 2013
Master of Informatics, Artificial Intelligence, Computer Science
University of Warsaw 2010 — 2011
Natural Language Processing, Game Theory
Credit Suisse June 2012 - July 2012
University of Edinburgh November 2008 - April 2011
123LinkIt.com June 2010 - August 2010
Flourishing Mind SRL August 2009 - April 2010
Skills
Python, Computer Science, Artificial Intelligence, Programming, Statistics, LaTeX, Machine Learning, Matlab, Algorithms, C++, Ruby on Rails, Data Mining
Education
The University of Edinburgh 2008 — 2013
Master of Informatics, Artificial Intelligence, Computer Science
University of Warsaw 2010 — 2011
Natural Language Processing, Game Theory
Alan Mantel's Credit Suisse Experience 2000 - 2004
Job Partner at Snow Phipps Group, LLC
Industry Investment Management
Experience
Snow Phipps Group, LLC 2005 - Present
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1989 - 2000
Education
University of Chicago Graduate School of Business 1988 — 1990
MBA, Finance
State University of New York at Albany 1981 — 1985
BS, Accounting
Snow Phipps Group, LLC 2005 - Present
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1989 - 2000
Education
University of Chicago Graduate School of Business 1988 — 1990
MBA, Finance
State University of New York at Albany 1981 — 1985
BS, Accounting
Reyes Florez's Credit Suisse Experience July 2014 - August 2015
Job Investment Banking Associate at Credit Suisse
Industry Investment Banking
Experience
Florez Tax & Consulting February 2012 - Present
Credit Suisse July 2014 - August 2015
Goldman Sachs August 2009 - February 2012
ZAGG, Inc. 2006 - 2008
Skills
Entrepreneurship, Finance, Financial Modeling, Business Development, Valuation, Leadership
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Utah 2006 — 2009
Bachelor of Science (B.S.), Economics
Florez Tax & Consulting February 2012 - Present
Credit Suisse July 2014 - August 2015
Goldman Sachs August 2009 - February 2012
ZAGG, Inc. 2006 - 2008
Skills
Entrepreneurship, Finance, Financial Modeling, Business Development, Valuation, Leadership
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Utah 2006 — 2009
Bachelor of Science (B.S.), Economics
Elizabeth Ngo's Credit Suisse Experience June 2014 - August 2014
Job Student at Vassar College
Industry
Experience
Credit Suisse June 2014 - August 2014
Vassar Business Club 2012 - 2014
Canterbury Investment Management, LLC June 2012 - August 2013
Vassar College September 2011 - May 2013
Education
Vassar College 2011 — 2015
Bachelor of Arts (BA), Major: Economics, History with a German Studies Minor
The University of Edinburgh 2014 — 2014
History and Economics
Credit Suisse June 2014 - August 2014
Vassar Business Club 2012 - 2014
Canterbury Investment Management, LLC June 2012 - August 2013
Vassar College September 2011 - May 2013
Education
Vassar College 2011 — 2015
Bachelor of Arts (BA), Major: Economics, History with a German Studies Minor
The University of Edinburgh 2014 — 2014
History and Economics
Michael Bohlmann's Credit Suisse Experience March 2015 - Present
Job Summer Analyst at Credit Suisse
Industry
Experience
Credit Suisse March 2015 - Present
Credit Suisse June 2014 - August 2014
Frisch Capital Partners, LLC May 2013 - February 2014
Education
The University of Georgia 2009 — 2015
Finance, Junior
Credit Suisse March 2015 - Present
Credit Suisse June 2014 - August 2014
Frisch Capital Partners, LLC May 2013 - February 2014
Education
The University of Georgia 2009 — 2015
Finance, Junior
Harriet Vernon's Credit Suisse Experience July 2008 - Present
Job PanEuropean Equity Sales at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2008 - Present
Skills
Investment Banking, Banking, Equities, Financial Markets, Bloomberg, Hedge Funds, Equity Valuation, Sales, Mutual Funds
Education
The University of Edinburgh 2003 — 2007
Master's degree, Economics
Credit Suisse July 2008 - Present
Skills
Investment Banking, Banking, Equities, Financial Markets, Bloomberg, Hedge Funds, Equity Valuation, Sales, Mutual Funds
Education
The University of Edinburgh 2003 — 2007
Master's degree, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.