Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
Credit Suisse List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Credit Suisse. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Michael Kamras Michael Kamras's Credit Suisse Experience January 2012 - Present
Job Managing Director at Credit Suisse, Gaming & Lodging Investment Banking
Industry Investment Banking
Experience
Credit Suisse January 2012 - Present
Credit Suisse January 2009 - December 2011
Credit Suisse January 2006 - December 2008
Credit Suisse June 2004 - December 2005
Deutsche Bank July 2001 - May 2004
Los Angeles County District Attorney's Office November 1996 - August 1999
Education
Anderson School at UCLA 1999 — 2001
MBA, Finance
UCLA School of Law 1993 — 1996
JD, Law
University of Pennsylvania 1989 — 1993
BA, International Relations
Credit Suisse January 2012 - Present
Credit Suisse January 2009 - December 2011
Credit Suisse January 2006 - December 2008
Credit Suisse June 2004 - December 2005
Deutsche Bank July 2001 - May 2004
Los Angeles County District Attorney's Office November 1996 - August 1999
Education
Anderson School at UCLA 1999 — 2001
MBA, Finance
UCLA School of Law 1993 — 1996
JD, Law
University of Pennsylvania 1989 — 1993
BA, International Relations
Maria Florencia Berti Maria Florencia Berti's Credit Suisse Experience May 2013 - January 2014
Job Customer Success Manager Office 365
Industry Management Consulting
Experience
Microsoft March 2014 - Present
Credit Suisse May 2013 - January 2014
IG Consulting September 2012 - May 2013
Chazey Partners October 2011 - August 2012
PricewaterhouseCoopers January 2011 - September 2011
Think Forward April 2010 - January 2011
Accenture February 2009 - April 2010
Accenture 2008 - February 2009
Accenture April 2006 - January 2008
Garbarino S.A. October 2005 - April 2006
Skills
Change Management, Organizational..., Training, Communications..., Stakeholder Management, Process Improvement, Human Resource..., Strategic Human..., Payroll Analysis, Events Coordination, Organizational Diagnosis, Organizational Design, System Implementations, Project Management, Talent Management, PMO, Outsourcing, Strategy, Program Management, Personnel Management, Human Resources, Management, Recruiting, Leadership, Project Planning, Team Leadership, Coaching, Business Planning, Integration, Strategic Planning
Education
UADE Business School 2003 — 2004
Postgraduate Course, Employment Law Specialist
Universidad Argentina de la Empresa 1996 — 2003
Bachelor Degree, Human Resources
Universidad de Buenos Aires - 2012 — 2012
Community Manager, Social Media Content Specialist
Escuela Da Vinci 2009 — 2010
Graphic Design
Microsoft March 2014 - Present
Credit Suisse May 2013 - January 2014
IG Consulting September 2012 - May 2013
Chazey Partners October 2011 - August 2012
PricewaterhouseCoopers January 2011 - September 2011
Think Forward April 2010 - January 2011
Accenture February 2009 - April 2010
Accenture 2008 - February 2009
Accenture April 2006 - January 2008
Garbarino S.A. October 2005 - April 2006
Skills
Change Management, Organizational..., Training, Communications..., Stakeholder Management, Process Improvement, Human Resource..., Strategic Human..., Payroll Analysis, Events Coordination, Organizational Diagnosis, Organizational Design, System Implementations, Project Management, Talent Management, PMO, Outsourcing, Strategy, Program Management, Personnel Management, Human Resources, Management, Recruiting, Leadership, Project Planning, Team Leadership, Coaching, Business Planning, Integration, Strategic Planning
Education
UADE Business School 2003 — 2004
Postgraduate Course, Employment Law Specialist
Universidad Argentina de la Empresa 1996 — 2003
Bachelor Degree, Human Resources
Universidad de Buenos Aires - 2012 — 2012
Community Manager, Social Media Content Specialist
Escuela Da Vinci 2009 — 2010
Graphic Design
Sasha Karpinski's Credit Suisse Experience May 2013 - August 2013
Job Associate Technical Consultant at SAS
Industry Information Technology and Services
Experience
SAS June 2014 - Present
Credit Suisse May 2013 - August 2013
Tanas Hair Designs & Day Spa June 2009 - August 2011
O2 Fitness July 2008 - August 2009
Skills
Java, SQL, SAS Programming, Software Documentation, SDLC, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Windows, Customer Service, Troubleshooting, HTML, Data Analysis, Linux, Platform Administration
Education
UNC Chapel Hill 2010 — 2014
Computer Science
UCL 2013 — 2013
Computer Science
SAS June 2014 - Present
Credit Suisse May 2013 - August 2013
Tanas Hair Designs & Day Spa June 2009 - August 2011
O2 Fitness July 2008 - August 2009
Skills
Java, SQL, SAS Programming, Software Documentation, SDLC, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Windows, Customer Service, Troubleshooting, HTML, Data Analysis, Linux, Platform Administration
Education
UNC Chapel Hill 2010 — 2014
Computer Science
UCL 2013 — 2013
Computer Science
Shssael Perez Shssael Perez's Credit Suisse Experience April 1996 - September 1997
Job Senior Systems Engineer at Covance
Industry Information Technology and Services
Experience
Covance April 2015 - Present
Sushaisa Consulting Services December 2013 - Present
Marsh & McLennan Companies May 2013 - November 2013
Morgan Stanley May 2010 - April 2013
Bank of America October 2009 - May 2010
Merrill Lynch January 2005 - October 2009
Merrill Lynch December 2000 - January 2005
American Express August 1998 - December 2000
Citibank September 1997 - July 1998
Credit Suisse April 1996 - September 1997
Skills
Citrix, Virtualization, Enterprise Architecture, Disaster Recovery, Vendor Management, Release Management, ITIL, IT Strategy, IT Management, IT Service Management, App-V, Integration, VMware, Group Policy, Desktop Engineering, Windows 7 Migration, Powershell, SCCM, AppSense Environment..., Application..., Security Patch..., Browser Engineering, Active Directory, Windows Server, Synology Diskstation, Microsoft Office, IT Operations, Servers, Incident Management, SDLC, VBScript, Business Continuity, Information Technology, Data Center, Infrastructure, SAN, Desktop Computers, System Deployment, IIS, SharePoint, High Availability, Microsoft Exchange, Consulting, Business Analysis, Visio, Management, Project Management, Microsoft SQL Server
Education
Universidad APEC 1990 — 1995
Bachelor's Degree, Electrical Engineering
Covance April 2015 - Present
Sushaisa Consulting Services December 2013 - Present
Marsh & McLennan Companies May 2013 - November 2013
Morgan Stanley May 2010 - April 2013
Bank of America October 2009 - May 2010
Merrill Lynch January 2005 - October 2009
Merrill Lynch December 2000 - January 2005
American Express August 1998 - December 2000
Citibank September 1997 - July 1998
Credit Suisse April 1996 - September 1997
Skills
Citrix, Virtualization, Enterprise Architecture, Disaster Recovery, Vendor Management, Release Management, ITIL, IT Strategy, IT Management, IT Service Management, App-V, Integration, VMware, Group Policy, Desktop Engineering, Windows 7 Migration, Powershell, SCCM, AppSense Environment..., Application..., Security Patch..., Browser Engineering, Active Directory, Windows Server, Synology Diskstation, Microsoft Office, IT Operations, Servers, Incident Management, SDLC, VBScript, Business Continuity, Information Technology, Data Center, Infrastructure, SAN, Desktop Computers, System Deployment, IIS, SharePoint, High Availability, Microsoft Exchange, Consulting, Business Analysis, Visio, Management, Project Management, Microsoft SQL Server
Education
Universidad APEC 1990 — 1995
Bachelor's Degree, Electrical Engineering
Aine Mulligan's Credit Suisse Experience June 2015 - Present
Job Lead Sourcing SpecialistUS at Credit Suisse
Industry Human Resources
Experience
Credit Suisse June 2015 - Present
Robert Walters November 2014 - Present
Alliance Recruitment August 2013 - October 2014
CrossKeys August 2011 - July 2013
Network Recruitment Pty Ltd February 2007 - January 2009
Skills
Recruiting, Insurance, General Insurance, Risk Management, New Business Development, Account Management, Financial Risk, Brokers, Underwriting, Financial Services, Recruitment Advertising, Contract Recruitment, Relationship Management, Human Resources, CRM, Coaching, Marketing, Temporary Staffing, Management, Business Analysis, Workers Compensation, Sourcing, Permanent Placement, Executive Search, Talent Acquisition, Business Process..., Stakeholder Management, Performance Management, Business Development, International..., Candidate Generation, Technical Recruiting, Graduate Recruitment, Building Relationships, Team Leadership, Strategic Planning, Talent Management, Change Management, Negotiation, IT Recruitment, Claims Management, Screening Resumes, Training, Process Improvement, Vendor Management, Competency Based..., Claim, Sales, Interviews, Assessment Center
Education
University of Ulster 2005 — 2009
BSc Hons, Human Resource Management; DIS
Credit Suisse June 2015 - Present
Robert Walters November 2014 - Present
Alliance Recruitment August 2013 - October 2014
CrossKeys August 2011 - July 2013
Network Recruitment Pty Ltd February 2007 - January 2009
Skills
Recruiting, Insurance, General Insurance, Risk Management, New Business Development, Account Management, Financial Risk, Brokers, Underwriting, Financial Services, Recruitment Advertising, Contract Recruitment, Relationship Management, Human Resources, CRM, Coaching, Marketing, Temporary Staffing, Management, Business Analysis, Workers Compensation, Sourcing, Permanent Placement, Executive Search, Talent Acquisition, Business Process..., Stakeholder Management, Performance Management, Business Development, International..., Candidate Generation, Technical Recruiting, Graduate Recruitment, Building Relationships, Team Leadership, Strategic Planning, Talent Management, Change Management, Negotiation, IT Recruitment, Claims Management, Screening Resumes, Training, Process Improvement, Vendor Management, Competency Based..., Claim, Sales, Interviews, Assessment Center
Education
University of Ulster 2005 — 2009
BSc Hons, Human Resource Management; DIS
Grant Thomas Grant Thomas's Credit Suisse Experience July 2014 - Present
Job Associate, Leveraged Finance at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
United States Air Force 2010 - 2013
United States Air Force February 2011 - August 2011
United States Air Force 2008 - 2010
United States Air Force 2007 - 2008
Skills
Air Force, DoD, Government Contracting, Security Clearance, Military, National Security, Command, Military Operations, Defense Contracting, Government Procurement, Military Experience, Source Selection, Government, Program Management, Operational Planning, Top Secret, Leadership, Defense, Space Systems, Earned Value Management, Information Assurance
Education
UCLA Anderson School of Management 2010 — 2013
Master of Business Administration (MBA), Finance
US Air Force Academy 2003 — 2007
Bachelor of Science (BS), Business Administration and Management
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
United States Air Force 2010 - 2013
United States Air Force February 2011 - August 2011
United States Air Force 2008 - 2010
United States Air Force 2007 - 2008
Skills
Air Force, DoD, Government Contracting, Security Clearance, Military, National Security, Command, Military Operations, Defense Contracting, Government Procurement, Military Experience, Source Selection, Government, Program Management, Operational Planning, Top Secret, Leadership, Defense, Space Systems, Earned Value Management, Information Assurance
Education
UCLA Anderson School of Management 2010 — 2013
Master of Business Administration (MBA), Finance
US Air Force Academy 2003 — 2007
Bachelor of Science (BS), Business Administration and Management
Jessica Ou's Credit Suisse Experience June 2015 - August 2015
Job Student at Haas School of Business, UC Berkeley
Industry Investment Banking
Experience
Elite Daily September 2015 - Present
Young Women in Leadership January 2015 - Present
USA TODAY July 2014 - Present
The Huffington Post January 2014 - Present
University of California, Berkeley, Haas School of Business May 2014 - Present
Credit Suisse June 2015 - August 2015
Yelp December 2014 - May 2015
Google June 2014 - May 2015
University of California, Berkeley, Haas School of Business January 2014 - January 2015
Rho Consulting Zynga October 2014 - December 2014
Skills
Microsoft Office, HTML, Photoshop, Wordpress, Web Design, Microsoft Excel, PowerPoint, WordPress, Web Development, OS X, CSS, Windows, Research, Graphic Design, Event Planning, Fundraising, Social Media, Facebook, Photography, Market Research, Entrepreneurship, Microsoft Word, Public Speaking, Leadership
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Social Welfare
UC Berkeley College of Engineering
Concentration in Engineering Leadership
Irvine High School 2008 — 2012
4.3/4.0, Highest Honors
Elite Daily September 2015 - Present
Young Women in Leadership January 2015 - Present
USA TODAY July 2014 - Present
The Huffington Post January 2014 - Present
University of California, Berkeley, Haas School of Business May 2014 - Present
Credit Suisse June 2015 - August 2015
Yelp December 2014 - May 2015
Google June 2014 - May 2015
University of California, Berkeley, Haas School of Business January 2014 - January 2015
Rho Consulting Zynga October 2014 - December 2014
Skills
Microsoft Office, HTML, Photoshop, Wordpress, Web Design, Microsoft Excel, PowerPoint, WordPress, Web Development, OS X, CSS, Windows, Research, Graphic Design, Event Planning, Fundraising, Social Media, Facebook, Photography, Market Research, Entrepreneurship, Microsoft Word, Public Speaking, Leadership
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Social Welfare
UC Berkeley College of Engineering
Concentration in Engineering Leadership
Irvine High School 2008 — 2012
4.3/4.0, Highest Honors
Colin Scadden Colin Scadden's Credit Suisse Experience January 2010 - May 2012
Job Sales Ops and Analytics Manager at Adobe
Industry Computer Software
Experience
ChowNow February 2014 - June 2015
Los Angeles Clippers October 2014 - December 2014
Morgan Stanley Wealth Management February 2013 - August 2013
Credit Suisse January 2010 - May 2012
Credit Suisse February 2007 - December 2009
Skills
Fixed Income, Trading, Financial Structuring, Structured Products, Derivatives, Valuation, Financial Modeling, Risk Management, Financial Markets, Asset Management, Portfolio Management, Cross-functional Team..., Data Analysis, Microsoft Excel
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2001 — 2006
BS, Mechanical Engineering
ChowNow February 2014 - June 2015
Los Angeles Clippers October 2014 - December 2014
Morgan Stanley Wealth Management February 2013 - August 2013
Credit Suisse January 2010 - May 2012
Credit Suisse February 2007 - December 2009
Skills
Fixed Income, Trading, Financial Structuring, Structured Products, Derivatives, Valuation, Financial Modeling, Risk Management, Financial Markets, Asset Management, Portfolio Management, Cross-functional Team..., Data Analysis, Microsoft Excel
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2001 — 2006
BS, Mechanical Engineering
Joe Coquelin Joe Coquelin's Credit Suisse Experience May 2005 - Present
Job Vice President Program Manager IB Trade Management Program at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2005 - Present
Accenture March 2003 - May 2005
Collins Stewart 2000 - 2003
Skills
Investment Banking, Trading Systems, Derivatives, Operations, Credit Derivatives, Structured Products, Cash Management, Liquidity Management, Liquidity Risk, Certified Project..., Program Management, Project Planning, Project Implementation, Project Coordination, Project Execution, Change Management, Management Consulting, Trade Management, Middle Office, Documentation, Settlement, Strategic Planning, Business Process..., Process Mapping, People Management, Business Analysis, Project Management, Capital Markets, Analysis, Process Improvement, Portfolio Management, Fixed Income, Prime Brokerage, Management
Education
University College London, U. of London 1997 — 1999
Bachelor of Arts (BA), Geography
Elizabeth College, Guernsey 1989 — 1996
Credit Suisse May 2005 - Present
Accenture March 2003 - May 2005
Collins Stewart 2000 - 2003
Skills
Investment Banking, Trading Systems, Derivatives, Operations, Credit Derivatives, Structured Products, Cash Management, Liquidity Management, Liquidity Risk, Certified Project..., Program Management, Project Planning, Project Implementation, Project Coordination, Project Execution, Change Management, Management Consulting, Trade Management, Middle Office, Documentation, Settlement, Strategic Planning, Business Process..., Process Mapping, People Management, Business Analysis, Project Management, Capital Markets, Analysis, Process Improvement, Portfolio Management, Fixed Income, Prime Brokerage, Management
Education
University College London, U. of London 1997 — 1999
Bachelor of Arts (BA), Geography
Elizabeth College, Guernsey 1989 — 1996
Susan Aflak Susan Aflak's Credit Suisse Experience July 2009 - March 2012
Job Global HCM Consultant
Industry Human Resources
Experience
ADP May 2015 - Present
La Lacquerie June 2012 - June 2015
Credit Suisse July 2009 - March 2012
KPMG LLP September 2003 - September 2007
Skills
Financial Modeling, Mergers & Acquisitions, Management, Analysis, Financial Analysis, Strategy, Business Strategy, Market Research, Investment Banking, Valuation, Strategic business..., Capital planning and..., Business development, Accelerated promotion..., Competitive research..., M&A screening and..., Extensive accounting..., Energetic leader
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance
University of California, Los Angeles 1999 — 2003
Bachelor of Arts (BA), Economics
ADP May 2015 - Present
La Lacquerie June 2012 - June 2015
Credit Suisse July 2009 - March 2012
KPMG LLP September 2003 - September 2007
Skills
Financial Modeling, Mergers & Acquisitions, Management, Analysis, Financial Analysis, Strategy, Business Strategy, Market Research, Investment Banking, Valuation, Strategic business..., Capital planning and..., Business development, Accelerated promotion..., Competitive research..., M&A screening and..., Extensive accounting..., Energetic leader
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance
University of California, Los Angeles 1999 — 2003
Bachelor of Arts (BA), Economics
Steve Pinkham's Credit Suisse Experience August 2015 - Present
Job Relationship Manager, Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2015 - Present
Credit Suisse June 2014 - August 2014
Stryker June 2013 - July 2013
Amazon November 2012 - May 2013
US Army June 2007 - September 2012
Skills
Leadership, Building Relationships, Problem Solving, Mentoring, Risk Management, Project Management, Team Building, Logistics, Contract Management, Budget, Microsoft Office, Operations Management, Consumer Products, Training, Budgets, Analysis, Cross-functional Team..., Sales, Human Resources
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master of Business Administration (MBA)
United States Military Academy at West Point 2003 — 2007
Bachelor of Science (B.S.), Economics
Credit Suisse August 2015 - Present
Credit Suisse June 2014 - August 2014
Stryker June 2013 - July 2013
Amazon November 2012 - May 2013
US Army June 2007 - September 2012
Skills
Leadership, Building Relationships, Problem Solving, Mentoring, Risk Management, Project Management, Team Building, Logistics, Contract Management, Budget, Microsoft Office, Operations Management, Consumer Products, Training, Budgets, Analysis, Cross-functional Team..., Sales, Human Resources
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master of Business Administration (MBA)
United States Military Academy at West Point 2003 — 2007
Bachelor of Science (B.S.), Economics
Alberto J. Rojas's Credit Suisse Experience July 2014 - Present
Job Fixed Income Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Banco Central de Venezuela December 2012 - April 2013
University of the Andes, Venezuela November 2009 - October 2012
Skills
Research, Financial Markets, Economics, Microsoft Office, Bloomberg, English & Spanish..., Data Analysis, Eviews, Portfolio Management, Statistics, Analysis, Quantitative Analytics, Credit Risk, Econometrics, Commodity, Reuters, S&P Capital IQ, Financial Modeling, Venture Capital, Due Diligence, International Economics
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master of Science (MSc), Finance
Universidad de los Andes (VE) 2007 — 2013
Bachelor's degree, Economics
Credit Suisse July 2014 - Present
Banco Central de Venezuela December 2012 - April 2013
University of the Andes, Venezuela November 2009 - October 2012
Skills
Research, Financial Markets, Economics, Microsoft Office, Bloomberg, English & Spanish..., Data Analysis, Eviews, Portfolio Management, Statistics, Analysis, Quantitative Analytics, Credit Risk, Econometrics, Commodity, Reuters, S&P Capital IQ, Financial Modeling, Venture Capital, Due Diligence, International Economics
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master of Science (MSc), Finance
Universidad de los Andes (VE) 2007 — 2013
Bachelor's degree, Economics
Faheem Ebrahim Faheem Ebrahim's Credit Suisse Experience June 2013 - August 2013
Job Application Developer at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Credit Suisse June 2013 - August 2013
BAE Systems Detica June 2012 - August 2012
Microsoft September 2011 - June 2012
Skills
Java, Computer Hardware, Acoustic Guitar, Football, Science
Education
University College London, U. of London 2010 — 2014
Bachelor's Degree, Computer Science
Hampton School 2005 — 2010
Goldman Sachs July 2014 - Present
Credit Suisse June 2013 - August 2013
BAE Systems Detica June 2012 - August 2012
Microsoft September 2011 - June 2012
Skills
Java, Computer Hardware, Acoustic Guitar, Football, Science
Education
University College London, U. of London 2010 — 2014
Bachelor's Degree, Computer Science
Hampton School 2005 — 2010
Conley Patton Conley Patton's Credit Suisse Experience January 2013 - Present
Job Vice President, Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2013 - Present
Credit Suisse January 2011 - December 2012
Credit Suisse June 2009 - December 2010
Mercer Capital June 2005 - June 2007
Mercer Capital June 2003 - June 2005
Skills
Chartered Financial..., Series 7, Business Valuation, Valuation, Investment Banking, Appraisals, Litigation, Fair Value, Dispute, Strategic Planning, Estate Tax Planning, Financial Modeling, Equities, Capital Markets, Corporate Finance, Shareholder, Bloomberg, Equity Research, Financial Analysis, Investments, Due Diligence, DCF, Finance, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2007 — 2009
Masters of Business Administration, Finance, General
Vanderbilt University 1999 — 2003
Bachelor of Arts (B.A.), Economics, 3.8 / 4.0
Credit Suisse January 2013 - Present
Credit Suisse January 2011 - December 2012
Credit Suisse June 2009 - December 2010
Mercer Capital June 2005 - June 2007
Mercer Capital June 2003 - June 2005
Skills
Chartered Financial..., Series 7, Business Valuation, Valuation, Investment Banking, Appraisals, Litigation, Fair Value, Dispute, Strategic Planning, Estate Tax Planning, Financial Modeling, Equities, Capital Markets, Corporate Finance, Shareholder, Bloomberg, Equity Research, Financial Analysis, Investments, Due Diligence, DCF, Finance, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2007 — 2009
Masters of Business Administration, Finance, General
Vanderbilt University 1999 — 2003
Bachelor of Arts (B.A.), Economics, 3.8 / 4.0
James Obrien James Obrien's Credit Suisse Experience Managing DirectorRBC Capital MarketsMay 2013 - Present
Job Managing director at Credit suisse
Industry Banking
Experience
Credit suisse Managing DirectorRBC Capital MarketsMay 2013 - Present
Education
Union College 1985 — 1989
Economics/math
Credit suisse Managing DirectorRBC Capital MarketsMay 2013 - Present
Education
Union College 1985 — 1989
Economics/math
Pablo Cossaro, CFA Pablo Cossaro, CFA's Credit Suisse Experience January 2013 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2013 - Present
Credit Suisse January 2010 - December 2012
Credit Suisse June 2005 - December 2009
ABN AMRO Bank March 2000 - June 2003
ABN AMRO Bank March 1997 - March 2000
Deloitte & Touche March 1996 - March 1997
Skills
Financial Modeling, Equity Valuation, Risk Management, Valuation, Credit Analysis, Performance Analysis, IFRS, Emerging Markets, Emerging Growth..., Latin America, Financial Accounting, Equity Sales
Education
CFA Institute 2005 — 2008
CFA Charter
University of Michigan 2003 — 2005
MBA
Universidad de la República 1992 — 1998
Public Accountant
Credit Suisse January 2013 - Present
Credit Suisse January 2010 - December 2012
Credit Suisse June 2005 - December 2009
ABN AMRO Bank March 2000 - June 2003
ABN AMRO Bank March 1997 - March 2000
Deloitte & Touche March 1996 - March 1997
Skills
Financial Modeling, Equity Valuation, Risk Management, Valuation, Credit Analysis, Performance Analysis, IFRS, Emerging Markets, Emerging Growth..., Latin America, Financial Accounting, Equity Sales
Education
CFA Institute 2005 — 2008
CFA Charter
University of Michigan 2003 — 2005
MBA
Universidad de la República 1992 — 1998
Public Accountant
Jenny Welling Hughes Jenny Welling Hughes's Credit Suisse Experience January 2013 - January 2014
Job Senior Analyst, Brand and Content Strategy at Goldman Sachs
Industry Marketing and Advertising
Experience
Goldman Sachs February 2014 - December 2014
Credit Suisse January 2013 - January 2014
Credit Suisse May 2012 - July 2012
Credit Suisse June 2011 - August 2011
Education
Brigham Young University Marriott School of Management 2008 — 2012
BS Business Administration, Finance
Universidad de Alcalá 2011 — 2011
Goldman Sachs February 2014 - December 2014
Credit Suisse January 2013 - January 2014
Credit Suisse May 2012 - July 2012
Credit Suisse June 2011 - August 2011
Education
Brigham Young University Marriott School of Management 2008 — 2012
BS Business Administration, Finance
Universidad de Alcalá 2011 — 2011
Faustino Cortina Faustino Cortina's Credit Suisse Experience July 1995 - April 1999
Job Managing Director, Head of Latin America Equities SalesUS at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2003 - Present
Goldman Sachs April 1999 - March 2003
Credit Suisse July 1995 - April 1999
Education
UCLA Anderson School of Management 1991 — 1995
MBA, International Management Fellow (IMF)
UCLA School of Law 1991 — 1995
JD
UBS Investment Bank March 2003 - Present
Goldman Sachs April 1999 - March 2003
Credit Suisse July 1995 - April 1999
Education
UCLA Anderson School of Management 1991 — 1995
MBA, International Management Fellow (IMF)
UCLA School of Law 1991 — 1995
JD
Lali Merino Navarro, CFA Lali Merino Navarro, CFA's Credit Suisse Experience June 2015 - August 2015
Job MBA Candidate at The Wharton School of the University of Pennsylvania, Class of 2016
Industry Investment Banking
Experience
Credit Suisse June 2015 - August 2015
Inteligo SAB March 2011 - May 2014
Central Reserve Bank of Peru May 2009 - February 2011
Central Reserve Bank of Peru May 2008 - May 2009
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Universidad de Lima 2004 — 2009
Bachelor's degree
Central Reserve Bank of Peru 2008 — 2008
55th Summer Program in Economics
Credit Suisse June 2015 - August 2015
Inteligo SAB March 2011 - May 2014
Central Reserve Bank of Peru May 2009 - February 2011
Central Reserve Bank of Peru May 2008 - May 2009
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Universidad de Lima 2004 — 2009
Bachelor's degree
Central Reserve Bank of Peru 2008 — 2008
55th Summer Program in Economics
Greg Wilkinson Greg Wilkinson's Credit Suisse Experience April 2001 - April 2006
Job Institutional Portfolio Manager at Franklin Real Asset Advisors
Industry Investment Management
Experience
Franklin Templeton Investments November 2014 - Present
Franklin Templeton Investments April 2007 - November 2014
Bell Funds Management September 2006 - April 2007
Credit Suisse April 2001 - April 2006
Education
University College London, U. of London 1997 — 1999
Bachelor of Arts (BA), Philosophy
Franklin Templeton Investments November 2014 - Present
Franklin Templeton Investments April 2007 - November 2014
Bell Funds Management September 2006 - April 2007
Credit Suisse April 2001 - April 2006
Education
University College London, U. of London 1997 — 1999
Bachelor of Arts (BA), Philosophy
Jennifer McGuirk Jennifer McGuirk's Credit Suisse Experience January 1996 - September 1996
Job Development
Industry Fund-Raising
Experience
Princeton University December 2013 - Present
Princeton University January 2013 - December 2013
Rider University November 2012 - January 2013
Coldwell Banker Residential Brokerage 2004 - 2011
Credit Suisse January 1996 - September 1996
Balentine & Company October 1989 - September 1993
JC Bradford December 1988 - October 1989
Stratfield Investment Management 1986 - 1988
Skills
Real Estate, Selling, Negotiation, Marketing, Customer Service, Sales, Real Estate Transactions, Investment Properties, Contract Negotiation, Microsoft Office, Investments, Strategic Planning, Microsoft Excel, PowerPoint, Event Planning
Education
Union College 1982 — 1986
Bachelor of Science (BS), Biology, General
Medway High School, Medway, MA 1978 — 1982
Princeton University December 2013 - Present
Princeton University January 2013 - December 2013
Rider University November 2012 - January 2013
Coldwell Banker Residential Brokerage 2004 - 2011
Credit Suisse January 1996 - September 1996
Balentine & Company October 1989 - September 1993
JC Bradford December 1988 - October 1989
Stratfield Investment Management 1986 - 1988
Skills
Real Estate, Selling, Negotiation, Marketing, Customer Service, Sales, Real Estate Transactions, Investment Properties, Contract Negotiation, Microsoft Office, Investments, Strategic Planning, Microsoft Excel, PowerPoint, Event Planning
Education
Union College 1982 — 1986
Bachelor of Science (BS), Biology, General
Medway High School, Medway, MA 1978 — 1982
Neil Johnson, CFA Neil Johnson, CFA's Credit Suisse Experience November 2005 - 2009
Job Head of Sales USA RobecoSAM
Industry Financial Services
Experience
RobecoSAM January 2010 - Present
Credit Suisse November 2005 - 2009
AIG Global Investment Group April 2000 - November 2005
Neuberger Berman June 1994 - April 2000
SEI 1987 - 1989
Skills
Direct Sales, Sales Management, Sales Process, Alternative Investments, Hedge Funds, Asset Managment, Private Equity, Fixed Income, Investments, Equities, Investment Strategies, Portfolio Management, Emerging Markets, Asset Allocation, Investor Relations, Mutual Funds, Investment Management, Series 7
Education
Union College 1975 — 1979
BS, Computer Science; Math
RobecoSAM January 2010 - Present
Credit Suisse November 2005 - 2009
AIG Global Investment Group April 2000 - November 2005
Neuberger Berman June 1994 - April 2000
SEI 1987 - 1989
Skills
Direct Sales, Sales Management, Sales Process, Alternative Investments, Hedge Funds, Asset Managment, Private Equity, Fixed Income, Investments, Equities, Investment Strategies, Portfolio Management, Emerging Markets, Asset Allocation, Investor Relations, Mutual Funds, Investment Management, Series 7
Education
Union College 1975 — 1979
BS, Computer Science; Math
Brian Sharpe, CFA Brian Sharpe, CFA's Credit Suisse Experience 1996 - 2002
Job Managing Director at US Trust
Industry Investment Management
Experience
US Trust June 2010 - Present
BlackRock 2005 - 2010
US Trust 2004 - 2005
Bear Stearns 2002 - 2004
Credit Suisse 1996 - 2002
US Army 1991 - 1994
Education
Yale School of Management 1994 — 1996
MBA, Finance
United States Military Academy at West Point 1987 — 1991
BS, Systems Engineering
US Trust June 2010 - Present
BlackRock 2005 - 2010
US Trust 2004 - 2005
Bear Stearns 2002 - 2004
Credit Suisse 1996 - 2002
US Army 1991 - 1994
Education
Yale School of Management 1994 — 1996
MBA, Finance
United States Military Academy at West Point 1987 — 1991
BS, Systems Engineering
Daniel Ehrlich's Credit Suisse Experience 2012 - Present
Job Private Wealth Advisor at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse 2012 - Present
Goldman Sachs June 2011 - August 2011
Lloyds Banking Group 2009 - 2010
Montevideo Refrescos SRL (Coca-Cola Uruguay) 2007 - 2008
Montevideo Refrescos SRL (Coca-Cola Uruguay) 2006 - 2007
Deloitte 2003 - 2005
Skills
Business Strategy, Valuation, Corporate Finance, Emerging Markets, Business Planning, Strategic Planning, Financial Analysis, Marketing Strategy, Business Analysis, Strategy
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA 2012
London School of Business and Finance 2008 — 2008
Postgraduate Certificate in Management and Finance
Universidad de la República 2001 — 2007
Bachelor in Business Administration, Major in Accounting
Credit Suisse 2012 - Present
Goldman Sachs June 2011 - August 2011
Lloyds Banking Group 2009 - 2010
Montevideo Refrescos SRL (Coca-Cola Uruguay) 2007 - 2008
Montevideo Refrescos SRL (Coca-Cola Uruguay) 2006 - 2007
Deloitte 2003 - 2005
Skills
Business Strategy, Valuation, Corporate Finance, Emerging Markets, Business Planning, Strategic Planning, Financial Analysis, Marketing Strategy, Business Analysis, Strategy
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA 2012
London School of Business and Finance 2008 — 2008
Postgraduate Certificate in Management and Finance
Universidad de la República 2001 — 2007
Bachelor in Business Administration, Major in Accounting
Fernando A. Villarreal Fernando A. Villarreal's Credit Suisse Experience 2013 - Present
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse 2013 - Present
Citi September 1993 - February 2013
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Equities, Hedge Funds, Structured Products, Portfolio Management, Private Equity, Corporate Finance, Banking, Valuation
Education
Universidad Anáhuac
Licenciatura en Administración de Empresas, Business Administration and Management, General
Credit Suisse 2013 - Present
Citi September 1993 - February 2013
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Equities, Hedge Funds, Structured Products, Portfolio Management, Private Equity, Corporate Finance, Banking, Valuation
Education
Universidad Anáhuac
Licenciatura en Administración de Empresas, Business Administration and Management, General
Randall Huss Randall Huss's Credit Suisse Experience March 2013 - June 2014
Job Fixed Income Research Analyst at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank June 2014 - Present
Credit Suisse March 2013 - June 2014
Bayer CropScience May 2010 - June 2010
Skills
Bloomberg Terminal, Financial Analysis, Portfolio Management, Fixed Income Portfolio..., Performance Attribution, Portfolio Performance..., Risk Management, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Corporate Finance, Leadership, Time Management, Investments, Capital Markets, MS Excel Pivot Tables, Indexing, Vlookup
Education
University of North Carolina at Wilmington 2008 — 2012
B.S. Mathematics, Mathematics
Universidad de Cantabria 2011 — 2011
Spanish Minor
First Citizens Bank June 2014 - Present
Credit Suisse March 2013 - June 2014
Bayer CropScience May 2010 - June 2010
Skills
Bloomberg Terminal, Financial Analysis, Portfolio Management, Fixed Income Portfolio..., Performance Attribution, Portfolio Performance..., Risk Management, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Corporate Finance, Leadership, Time Management, Investments, Capital Markets, MS Excel Pivot Tables, Indexing, Vlookup
Education
University of North Carolina at Wilmington 2008 — 2012
B.S. Mathematics, Mathematics
Universidad de Cantabria 2011 — 2011
Spanish Minor
Marcelo Delmar Marcelo Delmar's Credit Suisse Experience January 1998 - April 2000
Job Managing Director at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas September 2009 - Present
UBS Investment Bank April 2000 - September 2009
Credit Suisse January 1998 - April 2000
Credit Suisse January 1994 - January 1998
JPMorgan Chase 1990 - 1993
Skills
Fixed Income, Derivatives, Banking, Credit Derivatives, High Yield, Latin America, Capital Markets, Valuation, Equities, Hedge Funds, Emerging Markets, New Business Development, Financial Modeling, International Finance, Private Equity, Securitization, Investment Banking, ALM, Portfolio Management, Bloomberg, Liability Management, Corporate Finance, Alternative Investments, FX Options, Debt Restructuring, Business Strategy, Business Analysis, Equity Derivatives, Leveraged Finance, Financial Institutions, Equity Capital Markets, Hedging
Education
UCLA Anderson School of Management 1988 — 1990
Master of Business Administration (MBA)
Universidad Nacional de La Plata 1981 — 1985
Licenciado en Economía
Liceo Naval Militar "Almirante Guillermo Brown" (Argentina) 1975 — 1979
Bachiller - Guardiamarina de la Reserva Naval
BNP Paribas September 2009 - Present
UBS Investment Bank April 2000 - September 2009
Credit Suisse January 1998 - April 2000
Credit Suisse January 1994 - January 1998
JPMorgan Chase 1990 - 1993
Skills
Fixed Income, Derivatives, Banking, Credit Derivatives, High Yield, Latin America, Capital Markets, Valuation, Equities, Hedge Funds, Emerging Markets, New Business Development, Financial Modeling, International Finance, Private Equity, Securitization, Investment Banking, ALM, Portfolio Management, Bloomberg, Liability Management, Corporate Finance, Alternative Investments, FX Options, Debt Restructuring, Business Strategy, Business Analysis, Equity Derivatives, Leveraged Finance, Financial Institutions, Equity Capital Markets, Hedging
Education
UCLA Anderson School of Management 1988 — 1990
Master of Business Administration (MBA)
Universidad Nacional de La Plata 1981 — 1985
Licenciado en Economía
Liceo Naval Militar "Almirante Guillermo Brown" (Argentina) 1975 — 1979
Bachiller - Guardiamarina de la Reserva Naval
John Dorost John Dorost's Credit Suisse Experience July 2014 - Present
Job Investment Banking Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
NYU Stern School of Business July 2012 - May 2014
Credit Suisse June 2013 - August 2013
US Army May 2009 - March 2012
US Army August 2008 - May 2009
US Army December 2007 - August 2008
US Army January 2007 - November 2007
Skills
Leadership, Army, Training, Operational Planning, Team Leadership, Military Operations, Management, Military Experience, Financial Analysis, Team Building, Command, Organizational..., National Security, Government, Operations Management, Defense, Force Protection, Logistics, Valuation, Problem Solving, Technology, Formation, Investment Banking, Due Diligence
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Specializations in Corporate Finance, Accounting and Global Business
United States Military Academy at West Point 2002 — 2006
BS, Engineering Management / Civil Engineering Track
Glen Rock High School 1999 — 2002
Credit Suisse July 2014 - Present
NYU Stern School of Business July 2012 - May 2014
Credit Suisse June 2013 - August 2013
US Army May 2009 - March 2012
US Army August 2008 - May 2009
US Army December 2007 - August 2008
US Army January 2007 - November 2007
Skills
Leadership, Army, Training, Operational Planning, Team Leadership, Military Operations, Management, Military Experience, Financial Analysis, Team Building, Command, Organizational..., National Security, Government, Operations Management, Defense, Force Protection, Logistics, Valuation, Problem Solving, Technology, Formation, Investment Banking, Due Diligence
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Specializations in Corporate Finance, Accounting and Global Business
United States Military Academy at West Point 2002 — 2006
BS, Engineering Management / Civil Engineering Track
Glen Rock High School 1999 — 2002
James Mayne James Mayne's Credit Suisse Experience July 2014 - Present
Job Director and Inhouse Counsel at Credit Suisse
Industry Law Practice
Experience
Credit Suisse July 2014 - Present
Skadden Arps Slate Meagher & Flom LLP August 2007 - June 2014
Blake Dawson November 2004 - July 2007
Clayton Utz May 2001 - October 2004
Citigroup 1999 - 2000
Education
Tulane University Law School 2000 — 2001
Law - Exchange Program
University of New South Wales 1995 — 2001
LLB, Law
Sydney Grammar School 1990 — 1995
Credit Suisse July 2014 - Present
Skadden Arps Slate Meagher & Flom LLP August 2007 - June 2014
Blake Dawson November 2004 - July 2007
Clayton Utz May 2001 - October 2004
Citigroup 1999 - 2000
Education
Tulane University Law School 2000 — 2001
Law - Exchange Program
University of New South Wales 1995 — 2001
LLB, Law
Sydney Grammar School 1990 — 1995
Marcela Giraldo Marcela Giraldo's Credit Suisse Experience July 2010 - Present
Job Equity Research Associate at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2010 - Present
Credit Suisse June 2009 - August 2009
Corredores Asociados February 2007 - June 2008
Correval November 2005 - February 2007
Metrix Finanzas January 2003 - October 2005
Skills
Financial Modeling, Valuation, Equities, Financial Analysis, Investments, Equity Research, Emerging Markets, Equity Valuation, Finance, Corporate Finance, Capital Markets, Bloomberg, Derivatives, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Business
Universidad de Los Andes 1997 — 2003
BA, Economics
Credit Suisse July 2010 - Present
Credit Suisse June 2009 - August 2009
Corredores Asociados February 2007 - June 2008
Correval November 2005 - February 2007
Metrix Finanzas January 2003 - October 2005
Skills
Financial Modeling, Valuation, Equities, Financial Analysis, Investments, Equity Research, Emerging Markets, Equity Valuation, Finance, Corporate Finance, Capital Markets, Bloomberg, Derivatives, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Business
Universidad de Los Andes 1997 — 2003
BA, Economics
Charles O'Connell Charles O'Connell's Credit Suisse Experience June 2007 - August 2007
Job Director of Business Development and Investor Relations at Seaco Global
Industry Management Consulting
Experience
Seaco Global 2012 - May 2015
GE SeaCo February 2011 - 2012
Houlihan Lokey Howard and Zukin 2008 - 2010
Credit Suisse June 2007 - August 2007
Marsh 2003 - 2006
Skills
Mergers, Creative Problem Solving, Due Diligence, Valuation, Financial Modeling, Debt, Private Equity, Strategic Planning, Negotiation, Business Strategy, Structuring, Restructuring, Business Planning, Management Consulting, Leveraged Finance, Mergers & Acquisitions, Forecasting, Analysis, Finance, Strategy, Corporate Finance, Management, Emerging Markets, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
Masters of Business Administration
Wesleyan University 1999 — 2003
Bachelor of Arts
Universidad de Chile
Seaco Global 2012 - May 2015
GE SeaCo February 2011 - 2012
Houlihan Lokey Howard and Zukin 2008 - 2010
Credit Suisse June 2007 - August 2007
Marsh 2003 - 2006
Skills
Mergers, Creative Problem Solving, Due Diligence, Valuation, Financial Modeling, Debt, Private Equity, Strategic Planning, Negotiation, Business Strategy, Structuring, Restructuring, Business Planning, Management Consulting, Leveraged Finance, Mergers & Acquisitions, Forecasting, Analysis, Finance, Strategy, Corporate Finance, Management, Emerging Markets, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
Masters of Business Administration
Wesleyan University 1999 — 2003
Bachelor of Arts
Universidad de Chile
Kyle Barden Kyle Barden's Credit Suisse Experience July 2011 - Present
Job Equity Derivatives Trader
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
BlackRock Financial Management September 2007 - June 2009
Military Referral Network December 2006 - August 2007
United States Army June 2001 - June 2006
Skills
Financial Modeling, Leadership, Valuation, Start-ups, Venture Capital, Investments, Strategy, Business Strategy, Finance
Education
Kellogg School of Management 2009 — 2011
MBA, Finance, Management & Organizations, International Business
United States Military Academy at West Point 1997 — 2001
Bachelor of Science, Majored in Chemical Engineering & Life Sciences, Minored in Environmental Engineering
Credit Suisse July 2011 - Present
BlackRock Financial Management September 2007 - June 2009
Military Referral Network December 2006 - August 2007
United States Army June 2001 - June 2006
Skills
Financial Modeling, Leadership, Valuation, Start-ups, Venture Capital, Investments, Strategy, Business Strategy, Finance
Education
Kellogg School of Management 2009 — 2011
MBA, Finance, Management & Organizations, International Business
United States Military Academy at West Point 1997 — 2001
Bachelor of Science, Majored in Chemical Engineering & Life Sciences, Minored in Environmental Engineering
James Rapuzzi James Rapuzzi's Credit Suisse Experience July 2015 - Present
Job Investment Banking Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
University of Notre Dame August 2013 - May 2015
Credit Suisse June 2014 - August 2014
Submarine Learning Center DET SD September 2011 - August 2013
USS La Jolla August 2010 - September 2011
USS La Jolla January 2010 - August 2010
USS La Jolla November 2008 - January 2010
US Navy September 2008 - October 2008
US Navy March 2008 - September 2008
US Navy May 2007 - March 2008
Skills
Military, Navy, Operational Planning, Security Clearance, Military Operations, National Security, Nuclear, Weapons, Reactor, Intelligence, Nuclear Engineering, Program Management, Government, Leadership, Command
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance
United States Naval Academy 2003 — 2007
B.S., Information Technology emphasis on Economics
Credit Suisse July 2015 - Present
University of Notre Dame August 2013 - May 2015
Credit Suisse June 2014 - August 2014
Submarine Learning Center DET SD September 2011 - August 2013
USS La Jolla August 2010 - September 2011
USS La Jolla January 2010 - August 2010
USS La Jolla November 2008 - January 2010
US Navy September 2008 - October 2008
US Navy March 2008 - September 2008
US Navy May 2007 - March 2008
Skills
Military, Navy, Operational Planning, Security Clearance, Military Operations, National Security, Nuclear, Weapons, Reactor, Intelligence, Nuclear Engineering, Program Management, Government, Leadership, Command
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance
United States Naval Academy 2003 — 2007
B.S., Information Technology emphasis on Economics
Etienne Lacroix, CFA Etienne Lacroix, CFA's Credit Suisse Experience June 2009 - May 2011
Job Executive Director Public Sector Group JPMorgan
Industry Banking
Experience
JPMorgan Chase August 2012 - Present
United States - Paraguay Chamber of Commerce, Inc. June 2015 - Present
JP Morgan Chase May 2011 - August 2012
Credit Suisse June 2009 - May 2011
Citigroup August 2007 - January 2009
Citigroup April 2002 - July 2007
Citibank June 1996 - April 2002
Universidad del CEMA July 1997 - December 2001
Reuters October 1995 - May 1996
de Ganay & Quirno Sociedad de Bolsa January 1995 - October 1995
Skills
Derivatives, Capital Markets, Fixed Income, FX Options, Investments, Equities, Commodity, Corporate Finance, Risk Management, Structured Finance, Banking, Options, Emerging Markets, Finance, Economics, Financial Structuring, Spanish, Hedging, Latin America, Investment Banking, german, english, Commodity Risk..., University Teaching, Hedge Funds, Financial Markets, CFA, Market Risk, Financial Risk, Interest Rate..., Structured Products, Wealth Management, Trading, Treasury, Central Banks
Education
CFA Institute 1998 — 2000
CFA - Chartered Financial Analyst, Finance
Universidad del CEMA 1994 — 1994
Master in Finance, Finance
WU (Vienna University of Economics and Business) 1992 — 1992
Exchange Program, Economics
Universidad de Belgrano 1988 — 1992
Lic. en Economia, Economia
Goethe Schule 1982 — 1987
Bachillerato + Deutsches Abitur
JPMorgan Chase August 2012 - Present
United States - Paraguay Chamber of Commerce, Inc. June 2015 - Present
JP Morgan Chase May 2011 - August 2012
Credit Suisse June 2009 - May 2011
Citigroup August 2007 - January 2009
Citigroup April 2002 - July 2007
Citibank June 1996 - April 2002
Universidad del CEMA July 1997 - December 2001
Reuters October 1995 - May 1996
de Ganay & Quirno Sociedad de Bolsa January 1995 - October 1995
Skills
Derivatives, Capital Markets, Fixed Income, FX Options, Investments, Equities, Commodity, Corporate Finance, Risk Management, Structured Finance, Banking, Options, Emerging Markets, Finance, Economics, Financial Structuring, Spanish, Hedging, Latin America, Investment Banking, german, english, Commodity Risk..., University Teaching, Hedge Funds, Financial Markets, CFA, Market Risk, Financial Risk, Interest Rate..., Structured Products, Wealth Management, Trading, Treasury, Central Banks
Education
CFA Institute 1998 — 2000
CFA - Chartered Financial Analyst, Finance
Universidad del CEMA 1994 — 1994
Master in Finance, Finance
WU (Vienna University of Economics and Business) 1992 — 1992
Exchange Program, Economics
Universidad de Belgrano 1988 — 1992
Lic. en Economia, Economia
Goethe Schule 1982 — 1987
Bachillerato + Deutsches Abitur
Steven Brende's Credit Suisse Experience July 2012 - Present
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - August 2011
Stone & Youngberg January 2011 - June 2011
Stone & Youngberg 2009 - 2011
Stone & Youngberg 2006 - 2009
A.G. Edwards & Sons, Inc. 2005 - 2006
A.G. Edwards & Sons, Inc. 2003 - 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Strategic Planning, Due Diligence, Finance, Financial Analysis
Education
UCLA Anderson School of Management 2010 — 2012
M.B.A., Finance
University of Southern California - Marshall School of Business 1999 — 2002
B.S., Business Administration
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - August 2011
Stone & Youngberg January 2011 - June 2011
Stone & Youngberg 2009 - 2011
Stone & Youngberg 2006 - 2009
A.G. Edwards & Sons, Inc. 2005 - 2006
A.G. Edwards & Sons, Inc. 2003 - 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Strategic Planning, Due Diligence, Finance, Financial Analysis
Education
UCLA Anderson School of Management 2010 — 2012
M.B.A., Finance
University of Southern California - Marshall School of Business 1999 — 2002
B.S., Business Administration
Claudine Choquette Claudine Choquette's Credit Suisse Experience February 2015 - Present
Job Director at CreditSuisse
Industry Investment Management
Experience
Credit Suisse February 2015 - Present
J.P. Morgan December 2009 - Present
Wachovia, A Wells Fargo Company August 2006 - December 2009
J.P. Morgan October 2002 - September 2004
Skills
Risk Management, Trading, Real Estate Economics, Asset Management, Private Equity, Portfolio Management, Due Diligence, Management Consulting, Capital Markets, Valuation, Analysis, Investments, Alternative Investments, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Private Banking
Education
University of Westminster 2000 — 2002
MBA, Financial Management
University College London, U. of London 1997 — 2000
BA, Finance
Credit Suisse February 2015 - Present
J.P. Morgan December 2009 - Present
Wachovia, A Wells Fargo Company August 2006 - December 2009
J.P. Morgan October 2002 - September 2004
Skills
Risk Management, Trading, Real Estate Economics, Asset Management, Private Equity, Portfolio Management, Due Diligence, Management Consulting, Capital Markets, Valuation, Analysis, Investments, Alternative Investments, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Private Banking
Education
University of Westminster 2000 — 2002
MBA, Financial Management
University College London, U. of London 1997 — 2000
BA, Finance
Leonard Lin Leonard Lin's Credit Suisse Experience 2007 - 2007
Job Technology & Corp. Development, The Bouqs Company
Industry Retail
Experience
TheBouqs.com June 2012 - Present
UCLA Anderson School of Management September 2011 - June 2013
Austrian Commercial Office October 2009 - June 2011
Accenture October 2006 - August 2009
Zurich Financial Services 2008 - 2009
Credit Suisse 2007 - 2007
Unic Internet Solutions July 2005 - August 2006
Unic Internet Solutions 2005 - 2006
inet-logistics April 2004 - December 2004
e-fon March 2004 - March 2004
Skills
Organizational Design, International Business..., Market Entry Strategy, International Market..., Market Assessment, Industry Research, Talent Management, Project Management, TQM, Process Design, Software Architectural..., Financial & Operational..., Market Modeling, Market Entry, E-commerce, Competitive Analysis, Analytics, Venture Capital, Emerging Markets, Management, Consulting
Education
UCLA Anderson School of Management 2011 — 2013
MBA
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2003 — 2006
Bachelor of Arts, Business Administration
UCLA
TheBouqs.com June 2012 - Present
UCLA Anderson School of Management September 2011 - June 2013
Austrian Commercial Office October 2009 - June 2011
Accenture October 2006 - August 2009
Zurich Financial Services 2008 - 2009
Credit Suisse 2007 - 2007
Unic Internet Solutions July 2005 - August 2006
Unic Internet Solutions 2005 - 2006
inet-logistics April 2004 - December 2004
e-fon March 2004 - March 2004
Skills
Organizational Design, International Business..., Market Entry Strategy, International Market..., Market Assessment, Industry Research, Talent Management, Project Management, TQM, Process Design, Software Architectural..., Financial & Operational..., Market Modeling, Market Entry, E-commerce, Competitive Analysis, Analytics, Venture Capital, Emerging Markets, Management, Consulting
Education
UCLA Anderson School of Management 2011 — 2013
MBA
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2003 — 2006
Bachelor of Arts, Business Administration
UCLA
Scott Fewin Scott Fewin's Credit Suisse Experience 2011 - 2013
Job Senior Financial Services Leader | Investment & Wealth Manager | Business Developer
Industry Financial Services
Experience
LPL Financial 2013 - Present
Credit Suisse 2011 - 2013
Raising the Bar USA, LLC 2010 - 2011
Merrill Lynch International 1994 - 2009
U.S. Department of State 1989 - 1994
United States Army 1983 - 1989
Skills
Investments, Asset Managment, Wealth Management, Strategy, Risk Management, Coaching, Entrepreneurship, Business Development, Alternative Investment..., High Performance..., UCITS, Building High..., Investment Advisory, Investment Policy..., Client Aquisition, Family Office, Registered Investment..., Sales Management..., Wealth Preservation..., Asset Management, Leadership, Finance, Wealth Management..., Management, Portfolio Management, Training, Private Banking, Investment Banking, Financial Markets
Education
United States Military Academy at West Point 1979 — 1983
BS, Civil Enginnering
LPL Financial 2013 - Present
Credit Suisse 2011 - 2013
Raising the Bar USA, LLC 2010 - 2011
Merrill Lynch International 1994 - 2009
U.S. Department of State 1989 - 1994
United States Army 1983 - 1989
Skills
Investments, Asset Managment, Wealth Management, Strategy, Risk Management, Coaching, Entrepreneurship, Business Development, Alternative Investment..., High Performance..., UCITS, Building High..., Investment Advisory, Investment Policy..., Client Aquisition, Family Office, Registered Investment..., Sales Management..., Wealth Preservation..., Asset Management, Leadership, Finance, Wealth Management..., Management, Portfolio Management, Training, Private Banking, Investment Banking, Financial Markets
Education
United States Military Academy at West Point 1979 — 1983
BS, Civil Enginnering
Caleb Tommasini Caleb Tommasini's Credit Suisse Experience June 2012 - April 2014
Job Agency Passthrough Trader at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
Citi April 2014 - January 2015
Credit Suisse June 2012 - April 2014
Greenbotics September 2011 - June 2012
UCLA Anderson School of Management September 2010 - June 2012
Credit Suisse June 2011 - August 2011
Master Capital Management March 2010 - August 2010
Andrew Thomas & Co., LLC June 2009 - August 2010
Marist High School September 2009 - June 2010
University of Oregon June 2009 - June 2010
Skills
Enterprise Valuation, Financial Markets, Fixed Income Trading, Wealth Management, Venture Capital, Corporate Advisory, Private Equity, Start-ups, Series 7, Series 63, Investment Banking, Investments, Fixed Income, Entrepreneurship, Finance, Equities, Trading, Valuation, Financial Modeling, Corporate Finance, Business Development, Financial Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance, 3.96
University of Oregon 2006 — 2009
BS, Business Finance
Citi January 2015 - Present
Citi April 2014 - January 2015
Credit Suisse June 2012 - April 2014
Greenbotics September 2011 - June 2012
UCLA Anderson School of Management September 2010 - June 2012
Credit Suisse June 2011 - August 2011
Master Capital Management March 2010 - August 2010
Andrew Thomas & Co., LLC June 2009 - August 2010
Marist High School September 2009 - June 2010
University of Oregon June 2009 - June 2010
Skills
Enterprise Valuation, Financial Markets, Fixed Income Trading, Wealth Management, Venture Capital, Corporate Advisory, Private Equity, Start-ups, Series 7, Series 63, Investment Banking, Investments, Fixed Income, Entrepreneurship, Finance, Equities, Trading, Valuation, Financial Modeling, Corporate Finance, Business Development, Financial Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance, 3.96
University of Oregon 2006 — 2009
BS, Business Finance
Gregory Granholm Gregory Granholm's Credit Suisse Experience October 2007 - December 2014
Job Sr. Associate at IFS, A State Street Company
Industry Banking
Experience
International Fund Service (NA) LLC, A State Street Company September 2015 - Present
Pathstone Family Office December 2014 - September 2015
Credit Suisse October 2007 - December 2014
Skills
Business Analysis, Data Warehousing, Requirements Analysis, Databases, Banking, SharePoint, Financial Risk, AML, Process Improvement, Microsoft Excel, Outlook, Visio, Analysis, Asset Management, Equities, Hedge Funds, Microsoft Office, CRM, Program Management, Fixed Income, Financial Analysis, Management, Anti Money Laundering, Capital Markets, Investment Banking
Education
Kean University 2009 — 2013
Bachelor of Arts (B.A.), History
Union County College 2006 — 2008
Associate's degree, Liberal Arts and Sciences/Liberal Studies
International Fund Service (NA) LLC, A State Street Company September 2015 - Present
Pathstone Family Office December 2014 - September 2015
Credit Suisse October 2007 - December 2014
Skills
Business Analysis, Data Warehousing, Requirements Analysis, Databases, Banking, SharePoint, Financial Risk, AML, Process Improvement, Microsoft Excel, Outlook, Visio, Analysis, Asset Management, Equities, Hedge Funds, Microsoft Office, CRM, Program Management, Fixed Income, Financial Analysis, Management, Anti Money Laundering, Capital Markets, Investment Banking
Education
Kean University 2009 — 2013
Bachelor of Arts (B.A.), History
Union County College 2006 — 2008
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Devin Scott's Credit Suisse Experience October 2008 - June 2012
Job Senior Associate at Diversis Capital
Industry Venture Capital & Private Equity
Experience
Diversis Capital LLC June 2013 - Present
Credit Suisse October 2008 - June 2012
Deutsche Bank June 2007 - July 2008
Credit Suisse June 2006 - August 2006
ESPN, Inc. June 2005 - August 2005
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Valuation, Financial Modeling, LBO, Corporate Finance, Strategic Planning, Cash Flow Forecasting, Sales Management, Operations Management, Operational Turnaround, Investment Banking, Capital Markets, Market Research, Deal Sourcing, Equity Valuation, Investments, Investment Management, Venture Capital, Financial Analysis, Finance
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Diversis Capital LLC June 2013 - Present
Credit Suisse October 2008 - June 2012
Deutsche Bank June 2007 - July 2008
Credit Suisse June 2006 - August 2006
ESPN, Inc. June 2005 - August 2005
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Valuation, Financial Modeling, LBO, Corporate Finance, Strategic Planning, Cash Flow Forecasting, Sales Management, Operations Management, Operational Turnaround, Investment Banking, Capital Markets, Market Research, Deal Sourcing, Equity Valuation, Investments, Investment Management, Venture Capital, Financial Analysis, Finance
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Rachel Biegelman Rachel Biegelman's Credit Suisse Experience June 2010 - August 2010
Job Manager Sales and Client Communications
Industry Publishing
Experience
Simon and Schuster August 2015 - Present
Citi July 2012 - August 2015
Citi June 2011 - July 2012
Credit Suisse June 2010 - August 2010
Skills
Business Requirements, SharePoint, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Editing, Management, Event Planning, Research, Facebook
Education
Union College 2008 — 2012
Bachelor of Arts, Sociology
Simon and Schuster August 2015 - Present
Citi July 2012 - August 2015
Citi June 2011 - July 2012
Credit Suisse June 2010 - August 2010
Skills
Business Requirements, SharePoint, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Editing, Management, Event Planning, Research, Facebook
Education
Union College 2008 — 2012
Bachelor of Arts, Sociology
Alex Beck Alex Beck's Credit Suisse Experience July 2015 - Present
Job Investment Banking Associate
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Christopher Weil & Company December 2010 - June 2013
Christopher Weil & Company June 2009 - November 2010
Independent Trader February 2008 - May 2009
Christopher Weil & Company September 2006 - June 2007
Skills
equities, options, trading, investments, securities, customer relations, analysis, Business Strategy, Strategic Financial..., Series 7, Series 55, Series 66, Problem Solving, Microsoft Excel, Bloomberg Terminal, Portfolio Management, Real Estate, Financial Analysis, Financial Modeling, Trading Strategies, Equities, Investments, Trading, Securities, Emerging Markets
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
UC San Diego 2004 — 2008
Bachelor of Arts (B.A.), Economics w/ Honors
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Christopher Weil & Company December 2010 - June 2013
Christopher Weil & Company June 2009 - November 2010
Independent Trader February 2008 - May 2009
Christopher Weil & Company September 2006 - June 2007
Skills
equities, options, trading, investments, securities, customer relations, analysis, Business Strategy, Strategic Financial..., Series 7, Series 55, Series 66, Problem Solving, Microsoft Excel, Bloomberg Terminal, Portfolio Management, Real Estate, Financial Analysis, Financial Modeling, Trading Strategies, Equities, Investments, Trading, Securities, Emerging Markets
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
UC San Diego 2004 — 2008
Bachelor of Arts (B.A.), Economics w/ Honors
Nicholas J. Pavlis Nicholas J. Pavlis's Credit Suisse Experience July 2011 - April 2013
Job J.P. Morgan Private Bank, Vice President
Industry Investment Management
Experience
J.P. Morgan Private Bank May 2013 - Present
Credit Suisse July 2011 - April 2013
UCLA Anderson School of Management August 2008 - June 2011
Goldman Sachs May 2010 - August 2010
Pfizer Inc. (Wyeth) April 2004 - December 2009
Elektra Entertainment Group (AOL Time Warner/Warner Music Group) October 2001 - April 2004
Skills
Investments, Asset Allocation, Risk Management, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Equities, Capital Markets, Strategic Financial..., Investment Management, Asset Managment, Corporate Finance, Derivatives, Competitive Analysis, Business Networking, Private Banking
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
MBA, Investment Management
University of Michigan 1995 — 1999
BS, Biopsychology and Cognitive Science
J.P. Morgan Private Bank May 2013 - Present
Credit Suisse July 2011 - April 2013
UCLA Anderson School of Management August 2008 - June 2011
Goldman Sachs May 2010 - August 2010
Pfizer Inc. (Wyeth) April 2004 - December 2009
Elektra Entertainment Group (AOL Time Warner/Warner Music Group) October 2001 - April 2004
Skills
Investments, Asset Allocation, Risk Management, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Equities, Capital Markets, Strategic Financial..., Investment Management, Asset Managment, Corporate Finance, Derivatives, Competitive Analysis, Business Networking, Private Banking
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
MBA, Investment Management
University of Michigan 1995 — 1999
BS, Biopsychology and Cognitive Science
Adam Mendler Adam Mendler's Credit Suisse Experience July 2010 - February 2012
Job Chief Executive Officer at The Veloz Group
Industry Internet
Experience
The Veloz Group March 2012 - Present
Veloz Solutions October 2014 - Present
Custom Tobacco May 2013 - Present
Beverly Hills Chairs March 2012 - Present
Credit Suisse July 2010 - February 2012
Universal Pictures September 2009 - December 2009
William Morris Endeavor June 2009 - August 2009
D. E. Shaw & Co. October 2005 - February 2008
Skills
Business Development, Financial Modeling, Strategic Planning, Financial Analysis, Valuation, Corporate Governance, Leadership, Entrepreneurship, Strategy, Corporate Finance, Business Strategy, Start-ups, E-commerce, Management, Marketing Strategy, Capital Markets, Venture Capital, Sports Management, Marketing, Mergers & Acquisitions, Team Building, Software Development, Organizational..., Finance, Project Management, Outsourcing, Public Speaking, Recruiting, Sales, Cross-functional Team..., Team Leadership, User Experience, User Interface Design, Web Development, Web Design, Software Project..., Software Engineering, E-commerce Consulting, E-commerce Optimization, Direct Sales, Hedge Funds, Web Services, Offshore Outsourcing, IT Outsourcing, Software Development..., Engineering Outsourcing, Engineering Management, Motivational Speaking, Conference Speaking, Offshore Software...
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
Master of Business Administration (M.B.A.), General Management
University of Southern California - Marshall School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration
University of Southern California 2001 — 2005
Bachelor of Arts (B.A.), Political Science
The Veloz Group March 2012 - Present
Veloz Solutions October 2014 - Present
Custom Tobacco May 2013 - Present
Beverly Hills Chairs March 2012 - Present
Credit Suisse July 2010 - February 2012
Universal Pictures September 2009 - December 2009
William Morris Endeavor June 2009 - August 2009
D. E. Shaw & Co. October 2005 - February 2008
Skills
Business Development, Financial Modeling, Strategic Planning, Financial Analysis, Valuation, Corporate Governance, Leadership, Entrepreneurship, Strategy, Corporate Finance, Business Strategy, Start-ups, E-commerce, Management, Marketing Strategy, Capital Markets, Venture Capital, Sports Management, Marketing, Mergers & Acquisitions, Team Building, Software Development, Organizational..., Finance, Project Management, Outsourcing, Public Speaking, Recruiting, Sales, Cross-functional Team..., Team Leadership, User Experience, User Interface Design, Web Development, Web Design, Software Project..., Software Engineering, E-commerce Consulting, E-commerce Optimization, Direct Sales, Hedge Funds, Web Services, Offshore Outsourcing, IT Outsourcing, Software Development..., Engineering Outsourcing, Engineering Management, Motivational Speaking, Conference Speaking, Offshore Software...
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
Master of Business Administration (M.B.A.), General Management
University of Southern California - Marshall School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration
University of Southern California 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Kevin Bravo-Ferrer Kevin Bravo-Ferrer's Credit Suisse Experience 2007 - 2011
Job Portfolio Manager at Pineapple Capital Management
Industry Investment Management
Experience
Pineapple Capital Management 2014 - Present
Fortess Investment Group 2011 - 2014
Credit Suisse 2007 - 2011
Schroders 2006 - 2007
Credit Suisse 2004 - 2006
US Naval Nuclear Propulsion Program (Naval Reactors) 1999 - 2004
Skills
Valuation, Financial Modeling, Investment Banking, Due Diligence, Financial Analysis, Strategy, Risk Management, Management, Capital Markets, Private Equity
Education
University of Maryland - Robert H. Smith School of Business
MBA
United States Naval Academy 1994 — 1998
BS
University of California, Berkeley 1993 — 1994
Accelerated High School Student Program - early admission and enrollment as a high school senior.
Miramonte High school 1991 — 1994
Pineapple Capital Management 2014 - Present
Fortess Investment Group 2011 - 2014
Credit Suisse 2007 - 2011
Schroders 2006 - 2007
Credit Suisse 2004 - 2006
US Naval Nuclear Propulsion Program (Naval Reactors) 1999 - 2004
Skills
Valuation, Financial Modeling, Investment Banking, Due Diligence, Financial Analysis, Strategy, Risk Management, Management, Capital Markets, Private Equity
Education
University of Maryland - Robert H. Smith School of Business
MBA
United States Naval Academy 1994 — 1998
BS
University of California, Berkeley 1993 — 1994
Accelerated High School Student Program - early admission and enrollment as a high school senior.
Miramonte High school 1991 — 1994
Juan Rijfkogel Juan Rijfkogel's Credit Suisse Experience June 2014 - Present
Job Business Analyst: Reference Data at Credit Suisse
Industry Investment Banking
Experience
My Brighter World LLC April 2015 - Present
Credit Suisse June 2014 - Present
Credit Suisse October 2013 - June 2014
The Eagle Academy Foundation, Inc. June 2013 - October 2013
Planning & Priorities Committee, Union College January 2010 - June 2012
Selchick Financial Ventures October 2011 - January 2012
Skills
Microsoft Office, Finance, Financial Analysis, Budgets, Financial Accounting, Derivatives, Fixed Income, Risk Management, Portfolio Performance..., Global Regulatory..., Hedge Funds, Microsoft Access, Private Equity
Education
Union College 2008 — 2012
Bachelor of Arts (BA), Economics
The Eagle Academy for Young Men 2004 — 2008
My Brighter World LLC April 2015 - Present
Credit Suisse June 2014 - Present
Credit Suisse October 2013 - June 2014
The Eagle Academy Foundation, Inc. June 2013 - October 2013
Planning & Priorities Committee, Union College January 2010 - June 2012
Selchick Financial Ventures October 2011 - January 2012
Skills
Microsoft Office, Finance, Financial Analysis, Budgets, Financial Accounting, Derivatives, Fixed Income, Risk Management, Portfolio Performance..., Global Regulatory..., Hedge Funds, Microsoft Access, Private Equity
Education
Union College 2008 — 2012
Bachelor of Arts (BA), Economics
The Eagle Academy for Young Men 2004 — 2008
Joe Benvenuto, CPA's Credit Suisse Experience June 2011 - August 2011
Job Assistant Branch Operations Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments July 2012 - June 2014
NYU Stern School of Business July 2010 - May 2012
Credit Suisse June 2011 - August 2011
GMAC Financial Services November 2009 - June 2010
GMAC Financial Services August 2007 - November 2009
101st Airborne Division, United States Army October 2003 - June 2007
101st Airborne Division, United States Army June 2002 - October 2003
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance, Law & Business
United States Military Academy at West Point 1998 — 2002
B.S., East Asian Studies
Fidelity Investments June 2014 - Present
Fidelity Investments July 2012 - June 2014
NYU Stern School of Business July 2010 - May 2012
Credit Suisse June 2011 - August 2011
GMAC Financial Services November 2009 - June 2010
GMAC Financial Services August 2007 - November 2009
101st Airborne Division, United States Army October 2003 - June 2007
101st Airborne Division, United States Army June 2002 - October 2003
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance, Law & Business
United States Military Academy at West Point 1998 — 2002
B.S., East Asian Studies
Mark Rose, CFA Mark Rose, CFA's Credit Suisse Experience May 1996 - September 1999
Job Chief Investment Officer at Argo Group International Holdings, Ltd.
Industry Investment Management
Experience
Argo Group International Holdings, Ltd. February 2013 - Present
RBC Capital Markets 2010 - February 2013
Deephaven Capital Management January 2005 - September 2008
Providence Capital September 2003 - January 2005
Goldman Sachs September 1999 - August 2003
Credit Suisse May 1996 - September 1999
Skills
Equities, Bonds, Investments, High Yield, Capital Structure, Credit Derivatives, Hedge Funds, Fixed Income, Valuation, Private Equity, Asset Managment, Financial Modeling
Education
United States Military Academy at West Point 1984 — 1988
Bachelor of Science (BS), Mathematics
Argo Group International Holdings, Ltd. February 2013 - Present
RBC Capital Markets 2010 - February 2013
Deephaven Capital Management January 2005 - September 2008
Providence Capital September 2003 - January 2005
Goldman Sachs September 1999 - August 2003
Credit Suisse May 1996 - September 1999
Skills
Equities, Bonds, Investments, High Yield, Capital Structure, Credit Derivatives, Hedge Funds, Fixed Income, Valuation, Private Equity, Asset Managment, Financial Modeling
Education
United States Military Academy at West Point 1984 — 1988
Bachelor of Science (BS), Mathematics
Bianca Nikic's Credit Suisse Experience April 2015 - Present
Job Equity Research at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2015 - Present
Main Street Hub August 2014 - March 2015
Bus2Alps October 2012 - December 2013
Interbrand June 2013 - August 2013
Jacob Burns Film Center July 2012 - September 2012
Star Magazine July 2012 - August 2012
Buddy Media May 2011 - August 2011
Skills
Google+, Business Development, Facebook, Social Networking, Social Media, Event Planning, Social Media Marketing, Recruiting, Google Analytics, Blogging, Sales, Tumblr, Public Relations, Market Research, Marketing, Advertising, Event Management, PowerPoint, Microsoft Office, Microsoft Excel
Education
University of Richmond 2010 — 2014
Bachelor's degree, Marketing and Communications
Universidad Carlos III de Madrid 2012 — 2012
Hackley School 2007 — 2010
Credit Suisse April 2015 - Present
Main Street Hub August 2014 - March 2015
Bus2Alps October 2012 - December 2013
Interbrand June 2013 - August 2013
Jacob Burns Film Center July 2012 - September 2012
Star Magazine July 2012 - August 2012
Buddy Media May 2011 - August 2011
Skills
Google+, Business Development, Facebook, Social Networking, Social Media, Event Planning, Social Media Marketing, Recruiting, Google Analytics, Blogging, Sales, Tumblr, Public Relations, Market Research, Marketing, Advertising, Event Management, PowerPoint, Microsoft Office, Microsoft Excel
Education
University of Richmond 2010 — 2014
Bachelor's degree, Marketing and Communications
Universidad Carlos III de Madrid 2012 — 2012
Hackley School 2007 — 2010
Dominic Corabi Dominic Corabi's Credit Suisse Experience 2014 - Present
Job Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2014 - Present
Recruiting Station Harrisburg, United States Marine Corps May 2009 - August 2012
United States Marine Corps August 2006 - April 2009
Skills
Military Operations, Organizational..., Military, DoD, Operational Planning, National Security, Intelligence, Military Experience, Government, Security Clearance, Leadership, Command, Financial Modeling, Defense, Intelligence Analysis, Top Secret, Program Management, Weapons, Six Sigma, Force Protection, Navy
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance
United States Naval Academy 2001 — 2005
Bachelor of Science (B.S.), International Relations
Credit Suisse 2014 - Present
Recruiting Station Harrisburg, United States Marine Corps May 2009 - August 2012
United States Marine Corps August 2006 - April 2009
Skills
Military Operations, Organizational..., Military, DoD, Operational Planning, National Security, Intelligence, Military Experience, Government, Security Clearance, Leadership, Command, Financial Modeling, Defense, Intelligence Analysis, Top Secret, Program Management, Weapons, Six Sigma, Force Protection, Navy
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance
United States Naval Academy 2001 — 2005
Bachelor of Science (B.S.), International Relations
Cesar Quijano Cesar Quijano's Credit Suisse Experience July 2015 - Present
Job Associate Investment Banking
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
BRC Standard & Poor's November 2010 - June 2013
Dinamo Consultores October 2008 - November 2010
Skills
Investment Banking, Financial Analysis, Financial Modeling, Valuation, Capital Markets, Fixed Income, Spanish, French, Mergers & Acquisitions, Data Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Finance
Universidad de Los Andes 2003 — 2008
Industrial Engineer, Operations Research and Statistics
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
BRC Standard & Poor's November 2010 - June 2013
Dinamo Consultores October 2008 - November 2010
Skills
Investment Banking, Financial Analysis, Financial Modeling, Valuation, Capital Markets, Fixed Income, Spanish, French, Mergers & Acquisitions, Data Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Finance
Universidad de Los Andes 2003 — 2008
Industrial Engineer, Operations Research and Statistics
Ron Knox Ron Knox's Credit Suisse Experience June 2015 - Present
Job Summer Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
American Express April 2014 - June 2014
American Express April 2013 - April 2014
American Express September 2011 - April 2013
American Express June 2010 - August 2010
Skills
Financial Analysis, Strategy, Microsoft Excel, Management, Financial Modeling, PowerPoint, Microsoft Office, Data Analysis, Analysis, Finance, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
Union College 2007 — 2011
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
Credit Suisse June 2015 - Present
American Express April 2014 - June 2014
American Express April 2013 - April 2014
American Express September 2011 - April 2013
American Express June 2010 - August 2010
Skills
Financial Analysis, Strategy, Microsoft Excel, Management, Financial Modeling, PowerPoint, Microsoft Office, Data Analysis, Analysis, Finance, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
Union College 2007 — 2011
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
Anna Kay Talmage's Credit Suisse Experience May 2013 - July 2013
Job Student Assistant at USC Budget Office
Industry Financial Services
Experience
USC Budget Office January 2012 - Present
USC Visitor Center October 2011 - Present
Credit Suisse May 2013 - July 2013
Robert Bosch GmbH June 2012 - July 2012
Skills
Public Relations, Budgets, Customer Service, Human Resources, Proofreading, Public Speaking
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Arts (BA), International Business, Finance
Universidad de Belgrano
Spanish
USC Budget Office January 2012 - Present
USC Visitor Center October 2011 - Present
Credit Suisse May 2013 - July 2013
Robert Bosch GmbH June 2012 - July 2012
Skills
Public Relations, Budgets, Customer Service, Human Resources, Proofreading, Public Speaking
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Arts (BA), International Business, Finance
Universidad de Belgrano
Spanish
Derek Price Derek Price's Credit Suisse Experience July 2015 - Present
Job Investment Banking Associate at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2015 - Present
Millennium Partners December 2012 - August 2013
US Army May 2010 - September 2012
US Army May 2009 - May 2010
US Army July 2008 - May 2009
Skills
Microsoft Excel, Management, Operational Planning, Military Experience, Security Clearance, Military Operations, Military, Command, Force Protection, DoD, National Security, Afghanistan, Counterinsurgency, Combat, PowerPoint, Microsoft Word, Army, Security, Leadership
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
United States Military Academy at West Point 2003 — 2007
Bachelor of Science (BS), Systems Engineering, Graduated 104 out of 1,011 (GPA 3.62/4.0)
Credit Suisse July 2015 - Present
Millennium Partners December 2012 - August 2013
US Army May 2010 - September 2012
US Army May 2009 - May 2010
US Army July 2008 - May 2009
Skills
Microsoft Excel, Management, Operational Planning, Military Experience, Security Clearance, Military Operations, Military, Command, Force Protection, DoD, National Security, Afghanistan, Counterinsurgency, Combat, PowerPoint, Microsoft Word, Army, Security, Leadership
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
United States Military Academy at West Point 2003 — 2007
Bachelor of Science (BS), Systems Engineering, Graduated 104 out of 1,011 (GPA 3.62/4.0)
Rodrigo Toledo Astudillo, FRM Rodrigo Toledo Astudillo, FRM's Credit Suisse Experience March 2014 - December 2014
Job Senior Consultant at Deloitte
Industry Investment Banking
Experience
Deloitte January 2015 - Present
Credit Suisse March 2014 - December 2014
University of Connecticut August 2012 - January 2014
State of Connecticut September 2013 - December 2013
Corpbanca December 2010 - August 2012
CorpBanca May 2009 - December 2010
Universidad Andres Bello March 2007 - December 2009
CorpBanca May 2008 - May 2009
Banco de Chile April 2006 - May 2008
Skills
Microsoft Office, Financial Modeling, Financial Analysis, Derivatives, Bloomberg, Corporate Finance, Risk Management, Financial Risk, Valuation, Fixed Income, Credit Risk, Capital Markets, Econometrics, Banking, Market Risk, Hedge Strategies, SQL, VBA, Microsoft SQL Server
Education
University of Connecticut-Stamford 2012 — 2013
Master of Science (MS), Financial Risk Management
Universidad de Chile
Ingeniero Comercial, Economía y Finanzas
Deloitte January 2015 - Present
Credit Suisse March 2014 - December 2014
University of Connecticut August 2012 - January 2014
State of Connecticut September 2013 - December 2013
Corpbanca December 2010 - August 2012
CorpBanca May 2009 - December 2010
Universidad Andres Bello March 2007 - December 2009
CorpBanca May 2008 - May 2009
Banco de Chile April 2006 - May 2008
Skills
Microsoft Office, Financial Modeling, Financial Analysis, Derivatives, Bloomberg, Corporate Finance, Risk Management, Financial Risk, Valuation, Fixed Income, Credit Risk, Capital Markets, Econometrics, Banking, Market Risk, Hedge Strategies, SQL, VBA, Microsoft SQL Server
Education
University of Connecticut-Stamford 2012 — 2013
Master of Science (MS), Financial Risk Management
Universidad de Chile
Ingeniero Comercial, Economía y Finanzas
Lindsey Mossman's Credit Suisse Experience June 2008 - August 2008
Job VP, AML Compliance Officer at JPMorgan Chase
Industry Law Practice
Experience
JPMorgan Chase January 2013 - Present
Kroll January 2012 - January 2013
KPMG Advisory August 2010 - January 2012
Credit Suisse June 2008 - August 2008
Kroll May 2006 - July 2007
Skills
Private Equity, Due Diligence, Fraud, FCPA, AML, Risk Management, Internal Investigations, OFAC, Anti Money Laundering, Legal Compliance, Privacy Law, Forensic Analysis, Licensing, Risk Assessment, Finance, Hedge Funds, Financial Analysis, Analysis, Private Investigations
Education
Tulane University Law School 2007 — 2010
JD, Law
University of Michigan 2002 — 2006
BA, Political Science
JPMorgan Chase January 2013 - Present
Kroll January 2012 - January 2013
KPMG Advisory August 2010 - January 2012
Credit Suisse June 2008 - August 2008
Kroll May 2006 - July 2007
Skills
Private Equity, Due Diligence, Fraud, FCPA, AML, Risk Management, Internal Investigations, OFAC, Anti Money Laundering, Legal Compliance, Privacy Law, Forensic Analysis, Licensing, Risk Assessment, Finance, Hedge Funds, Financial Analysis, Analysis, Private Investigations
Education
Tulane University Law School 2007 — 2010
JD, Law
University of Michigan 2002 — 2006
BA, Political Science
Joshua Moss Joshua Moss's Credit Suisse Experience January 2000 - June 2001
Job
Industry Investment Management
Experience
EAM LLC October 2007 - Present
Allianz Global Investors 2001 - 2007
Credit Suisse January 2000 - June 2001
Skills
Equities, Hedge Funds, Asset Management, Portfolio Management, Investments, Business Development, Investment Management
Education
UCLA Anderson School of Management 2004 — 2006
MBA
University of California, San Diego 1996 — 1999
BA
EAM LLC October 2007 - Present
Allianz Global Investors 2001 - 2007
Credit Suisse January 2000 - June 2001
Skills
Equities, Hedge Funds, Asset Management, Portfolio Management, Investments, Business Development, Investment Management
Education
UCLA Anderson School of Management 2004 — 2006
MBA
University of California, San Diego 1996 — 1999
BA
Charles Dietrich Charles Dietrich's Credit Suisse Experience July 2007 - October 2010
Job Eton Park Capital Management
Industry Financial Services
Experience
Eton Park January 2011 - Present
Credit Suisse July 2007 - October 2010
Goldman Sachs 2007 - 2007
AOL 2000 - 2005
Education
Tusculum College 1984 — 1988
BS, Physical Education
Eton Park January 2011 - Present
Credit Suisse July 2007 - October 2010
Goldman Sachs 2007 - 2007
AOL 2000 - 2005
Education
Tusculum College 1984 — 1988
BS, Physical Education
Sam Arnold's Credit Suisse Experience July 2006 - December 2007
Job Managing Director at Brookfield Investment Management
Industry Investment Management
Experience
Brookfield Investment Management June 2011 - Present
Magnetar Capital December 2007 - November 2010
Credit Suisse July 2006 - December 2007
Friedman Billings Ramsey July 2004 - July 2006
ExxonMobil June 1998 - July 2004
Anheuser-Busch January 1996 - August 1996
Education
Tulane University - A.B. Freeman School of Business 2001 — 2003
Master of Business Administration (MBA)
Marquette High School
Brookfield Investment Management June 2011 - Present
Magnetar Capital December 2007 - November 2010
Credit Suisse July 2006 - December 2007
Friedman Billings Ramsey July 2004 - July 2006
ExxonMobil June 1998 - July 2004
Anheuser-Busch January 1996 - August 1996
Education
Tulane University - A.B. Freeman School of Business 2001 — 2003
Master of Business Administration (MBA)
Marquette High School
Sarah Urban Johnston Sarah Urban Johnston's Credit Suisse Experience September 1985 - December 1998
Job Director Eccles School of BusinessUniversity of Utah
Industry Higher Education
Experience
Eccles School of Business-University of Utah August 2011 - Present
Citigroup-Morgan Stanley Smith Barney March 2005 - June 2011
Merrill Lynch December 2003 - February 2005
Harris Bank August 2001 - November 2003
Credit Suisse September 1985 - December 1998
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Process Improvement, Project Management, Fundraising, Strategic Planning, Management, Marketing Strategy, Banking, Leadership, Business Strategy, Business Development, Public Speaking, Start-ups, Finance, Committed to...
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
UNC Chapel Hill 1981 — 1985
Bachelor of Arts, French Literature
Culver Academies 1978 — 1981
Eccles School of Business-University of Utah August 2011 - Present
Citigroup-Morgan Stanley Smith Barney March 2005 - June 2011
Merrill Lynch December 2003 - February 2005
Harris Bank August 2001 - November 2003
Credit Suisse September 1985 - December 1998
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Process Improvement, Project Management, Fundraising, Strategic Planning, Management, Marketing Strategy, Banking, Leadership, Business Strategy, Business Development, Public Speaking, Start-ups, Finance, Committed to...
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
UNC Chapel Hill 1981 — 1985
Bachelor of Arts, French Literature
Culver Academies 1978 — 1981
Daniela Quintanilla's Credit Suisse Experience May 2013 - August 2013
Job Analyst | BlackRock
Industry Financial Services
Experience
BlackRock June 2014 - Present
Helvidius: The Journal of Politics and Society December 2012 - January 2014
Credit Suisse May 2013 - August 2013
FOR YOUR EARS ONLY February 2012 - December 2012
S&P May 2012 - August 2012
Columbia Daily Spectator December 2011 - January 2012
Atlas Media Corp August 2011 - December 2011
Columbia Daily Spectator December 2010 - December 2011
The Writers Network May 2011 - September 2011
Inside New York May 2011 - August 2011
Skills
Blogging, Editing, Research, Social Media, Copy Editing, Writing, Social Networking, Analysis, Meeting Deadlines, Editorial, Data Analysis, Marketing Strategy, Radio, Print Production, Online Communications, Business Strategy, Business, Financial Services, High Yield Bonds, BlackRock Aladdin, Sequel, Microsoft Office, Client Services, Risk Management, Operational Risk, Microsoft Excel, Public Speaking, PowerPoint, Management, Microsoft Word, Event Planning, Leadership, Finance, Strategy
Education
Columbia University - Columbia College 2010 — 2014
Bachelor of Arts (B.A.), Political Science, History
UCL 2013 — 2013
Spring 2013, Political Science, History
Kent Place School 2006 — 2010
High School
BlackRock June 2014 - Present
Helvidius: The Journal of Politics and Society December 2012 - January 2014
Credit Suisse May 2013 - August 2013
FOR YOUR EARS ONLY February 2012 - December 2012
S&P May 2012 - August 2012
Columbia Daily Spectator December 2011 - January 2012
Atlas Media Corp August 2011 - December 2011
Columbia Daily Spectator December 2010 - December 2011
The Writers Network May 2011 - September 2011
Inside New York May 2011 - August 2011
Skills
Blogging, Editing, Research, Social Media, Copy Editing, Writing, Social Networking, Analysis, Meeting Deadlines, Editorial, Data Analysis, Marketing Strategy, Radio, Print Production, Online Communications, Business Strategy, Business, Financial Services, High Yield Bonds, BlackRock Aladdin, Sequel, Microsoft Office, Client Services, Risk Management, Operational Risk, Microsoft Excel, Public Speaking, PowerPoint, Management, Microsoft Word, Event Planning, Leadership, Finance, Strategy
Education
Columbia University - Columbia College 2010 — 2014
Bachelor of Arts (B.A.), Political Science, History
UCL 2013 — 2013
Spring 2013, Political Science, History
Kent Place School 2006 — 2010
High School
Daniel Diaz Torroba's Credit Suisse Experience July 2014 - Present
Job DirectorInvestment Management Credit Suisse
Industry Investment Management
Experience
Credit Suisse July 2014 - Present
JP Morgan February 2010 - July 2014
Skills
Private Banking, Investments, Family Office, Asset Managment, Wealth Management, Financial Modeling, Due Diligence, Financial Structuring, Investment Banking, Equities, Portfolio Management, Private Equity, Investment Advisory, Capital Markets, Emerging Markets, Strategic Financial..., Securities, Alternative Investments, Corporate Finance, Valuation, Fixed Income, Structured Products, Asset Allocation, Investment Management, High Net Worth..., Series 7, Trading, Investment Strategies, Series 63, Credit, Relationship Management, Banking, Asset Management, Financial Services, Finance, Hedge Funds, Financial Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA, Business Administration and Management, General
Universidad de Navarra 1993 — 1997
Business Management and Administration, Business Administration and Management, General
Credit Suisse July 2014 - Present
JP Morgan February 2010 - July 2014
Skills
Private Banking, Investments, Family Office, Asset Managment, Wealth Management, Financial Modeling, Due Diligence, Financial Structuring, Investment Banking, Equities, Portfolio Management, Private Equity, Investment Advisory, Capital Markets, Emerging Markets, Strategic Financial..., Securities, Alternative Investments, Corporate Finance, Valuation, Fixed Income, Structured Products, Asset Allocation, Investment Management, High Net Worth..., Series 7, Trading, Investment Strategies, Series 63, Credit, Relationship Management, Banking, Asset Management, Financial Services, Finance, Hedge Funds, Financial Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA, Business Administration and Management, General
Universidad de Navarra 1993 — 1997
Business Management and Administration, Business Administration and Management, General
Anthony Enrietto's Credit Suisse Experience 2004 - 2007
Job President and Chief Executive Officer at The Korean War National Museum
Industry Nonprofit Organization Management
Experience
The Korean War National Museum May 2011 - Present
USO of Illinois April 2009 - May 2011
Top Tier Wealth Manager November 2004 - August 2010
Credit Suisse 2004 - 2007
Stepan Company LLC February 2001 - November 2004
United States Army Reserve 1998 - 2000
Hewitt 1995 - 2000
Skills
Leadership, Managerial Finance, Program Management, Strategic Planning, Cross-functional Team..., Operations Management, Team Building, Process Improvement, Risk Management, Leadership Development, Team Leadership, Change Management, Project Planning, Project Management, Contract Negotiation, Budgets, Analysis, Business Development, Business Planning, Business Process..., Business Strategy, Coaching, Entrepreneurship, Executive Management, Finance, Government, Human Resources, Management, Logistics, Military, Management Consulting, Policy, Organizational..., New Business Development, Mergers & Acquisitions, Security Clearance, Sales, Public Speaking, Time Management, Strategy, Start-ups, Training, Fundraising, Nonprofits, Organizational..., Proposal Writing, Six Sigma, Operational Planning, P&L Management, Portfolio Management
Education
United States Military Academy at West Point 1988 — 1992
BS
Loyola Academy 1984 — 1988
The Korean War National Museum May 2011 - Present
USO of Illinois April 2009 - May 2011
Top Tier Wealth Manager November 2004 - August 2010
Credit Suisse 2004 - 2007
Stepan Company LLC February 2001 - November 2004
United States Army Reserve 1998 - 2000
Hewitt 1995 - 2000
Skills
Leadership, Managerial Finance, Program Management, Strategic Planning, Cross-functional Team..., Operations Management, Team Building, Process Improvement, Risk Management, Leadership Development, Team Leadership, Change Management, Project Planning, Project Management, Contract Negotiation, Budgets, Analysis, Business Development, Business Planning, Business Process..., Business Strategy, Coaching, Entrepreneurship, Executive Management, Finance, Government, Human Resources, Management, Logistics, Military, Management Consulting, Policy, Organizational..., New Business Development, Mergers & Acquisitions, Security Clearance, Sales, Public Speaking, Time Management, Strategy, Start-ups, Training, Fundraising, Nonprofits, Organizational..., Proposal Writing, Six Sigma, Operational Planning, P&L Management, Portfolio Management
Education
United States Military Academy at West Point 1988 — 1992
BS
Loyola Academy 1984 — 1988
Sadna (Jeswani) Mahtani's Credit Suisse Experience August 2010 - November 2014
Job Business Analyst at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch September 2015 - Present
Credit Suisse August 2010 - November 2014
Credit Suisse August 2008 - July 2010
Credit Suisse May 2007 - August 2008
Credit Suisse May 2006 - May 2007
Microsoft July 2004 - April 2006
Microsoft September 2002 - September 2003
Skills
Business Analysis, Software Project..., Agile & Waterfall..., Databases, SQL, Microsoft SQL Server, Microsoft Technologies, ASP.NET, Requirements Gathering, SDLC, Data Migration, Disaster Recovery, Performance Tuning, Outsourcing, Troubleshooting
Education
UCL 2000 — 2004
B.Sc. (Hons), Computer Science, 2:1
Bank of America Merrill Lynch September 2015 - Present
Credit Suisse August 2010 - November 2014
Credit Suisse August 2008 - July 2010
Credit Suisse May 2007 - August 2008
Credit Suisse May 2006 - May 2007
Microsoft July 2004 - April 2006
Microsoft September 2002 - September 2003
Skills
Business Analysis, Software Project..., Agile & Waterfall..., Databases, SQL, Microsoft SQL Server, Microsoft Technologies, ASP.NET, Requirements Gathering, SDLC, Data Migration, Disaster Recovery, Performance Tuning, Outsourcing, Troubleshooting
Education
UCL 2000 — 2004
B.Sc. (Hons), Computer Science, 2:1
Brian D. Bowden, CFA's Credit Suisse Experience July 2008 - Present
Job Director in the Syndicated Loan Group at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2008 - Present
Merrill Lynch July 2004 - December 2005
US Army May 1999 - May 2004
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
United States Military Academy at West Point 1995 — 1999
Bachelor of Science (B.S.), Systems Engineering
Credit Suisse July 2008 - Present
Merrill Lynch July 2004 - December 2005
US Army May 1999 - May 2004
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
United States Military Academy at West Point 1995 — 1999
Bachelor of Science (B.S.), Systems Engineering
Chris Carr's Credit Suisse Experience April 2007 - March 2009
Job Managing Director, U.S. Trust Bank of America
Industry Financial Services
Experience
The Phillips Collection March 2015 - Present
U.S. Trust August 2014 - Present
JP Morgan May 2009 - August 2014
Credit Suisse April 2007 - March 2009
Lehman Brothers August 2005 - April 2007
Special Operations Command - Europe 1997 - 1998
1-10 Special Forces Group 1995 - 1997
17th Signal Battalion 1992 - 1994
Education
United States Military Academy at West Point 1988 — 1992
Centennial High School 1984 — 1988
The Phillips Collection March 2015 - Present
U.S. Trust August 2014 - Present
JP Morgan May 2009 - August 2014
Credit Suisse April 2007 - March 2009
Lehman Brothers August 2005 - April 2007
Special Operations Command - Europe 1997 - 1998
1-10 Special Forces Group 1995 - 1997
17th Signal Battalion 1992 - 1994
Education
United States Military Academy at West Point 1988 — 1992
Centennial High School 1984 — 1988
O'Leary David's Credit Suisse Experience 1985 - 2004
Job Retired EVP and Chief Administrative Officer at State Street
Industry Financial Services
Experience
State Street EVP and Chief Administrative OfficerState Street Corp.2005 - 2012
Credit Suisse 1985 - 2004
Merrill Lynch 1981 - 1985
Skills
Investments, Strategic Planning, Management, Risk Management, Financial Services, Management Consulting, Performance Management, Mergers & Acquisitions, Leadership, Strategy, Private Equity, Change Management, Human Resources, Equities
Education
University of Massachusetts, Amherst 1979 — 1981
MBA, Human Resources
University at Albany, SUNY 1968 — 1971
MS, Rehab. Counseling
Union College 1964 — 1968
BS, Psychology
State Street EVP and Chief Administrative OfficerState Street Corp.2005 - 2012
Credit Suisse 1985 - 2004
Merrill Lynch 1981 - 1985
Skills
Investments, Strategic Planning, Management, Risk Management, Financial Services, Management Consulting, Performance Management, Mergers & Acquisitions, Leadership, Strategy, Private Equity, Change Management, Human Resources, Equities
Education
University of Massachusetts, Amherst 1979 — 1981
MBA, Human Resources
University at Albany, SUNY 1968 — 1971
MS, Rehab. Counseling
Union College 1964 — 1968
BS, Psychology
Joseph Ehrlich's Credit Suisse Experience 2005 - 2008
Job University Recruitment Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2011 - Present
Toys R Us January 2010 - April 2011
R.A.O. Contract Sales 2008 - 2010
Credit Suisse 2005 - 2008
Education
Union College
Valley Stream North High School
AllianceBernstein June 2011 - Present
Toys R Us January 2010 - April 2011
R.A.O. Contract Sales 2008 - 2010
Credit Suisse 2005 - 2008
Education
Union College
Valley Stream North High School
Yinyin Wu's Credit Suisse Experience June 2009 - May 2012
Job Account Manager at PIMCO
Industry Investment Management
Experience
PIMCO August 2014 - Present
Credit Suisse June 2009 - May 2012
Credit Suisse July 2007 - May 2009
Education
The Lauder Institute – University of Pennsylvania 2012 — 2014
Master's Degree, International Studies, East Asia
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), International Business Development
University of Pennsylvania 2003 — 2007
BA, Philosophy, Politics & Economics
UCL
PIMCO August 2014 - Present
Credit Suisse June 2009 - May 2012
Credit Suisse July 2007 - May 2009
Education
The Lauder Institute – University of Pennsylvania 2012 — 2014
Master's Degree, International Studies, East Asia
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), International Business Development
University of Pennsylvania 2003 — 2007
BA, Philosophy, Politics & Economics
UCL
Maritza Arango (Mrozinski)'s Credit Suisse Experience October 2008 - November 2012
Job Enterprise Senior Program Manager for Data & Reporting at Citi
Industry Financial Services
Experience
Citi November 2013 - Present
Barclays December 2012 - November 2013
Credit Suisse October 2008 - November 2012
Credit Suisse June 2007 - October 2008
Citi December 2003 - May 2007
Citi June 2000 - November 2003
Citibank July 1997 - May 2000
Skills
Project Portfolio..., Process Improvement, PMO, Vendor Management, Software Engineering, Program Management, SDLC, CMM, Planview, Clarity PPM, Business Analysis, Governance, Portfolio Management, Project Management, Business Process, Business Requirements, CA Clarity, Quality Management, Change Management, ITIL, IT Service Management, Integration, Business Process..., Management, IT Strategy, Team Management
Education
Universidad de Los Andes 1997 — 1999
MSc
Universidad Escuela de Administración y Finanzas y Tecnologías 1989 — 1996
Bachelor
Colegio Palermo de San Jose 1978 — 1988
High School
Citi November 2013 - Present
Barclays December 2012 - November 2013
Credit Suisse October 2008 - November 2012
Credit Suisse June 2007 - October 2008
Citi December 2003 - May 2007
Citi June 2000 - November 2003
Citibank July 1997 - May 2000
Skills
Project Portfolio..., Process Improvement, PMO, Vendor Management, Software Engineering, Program Management, SDLC, CMM, Planview, Clarity PPM, Business Analysis, Governance, Portfolio Management, Project Management, Business Process, Business Requirements, CA Clarity, Quality Management, Change Management, ITIL, IT Service Management, Integration, Business Process..., Management, IT Strategy, Team Management
Education
Universidad de Los Andes 1997 — 1999
MSc
Universidad Escuela de Administración y Finanzas y Tecnologías 1989 — 1996
Bachelor
Colegio Palermo de San Jose 1978 — 1988
High School
Larry Young's Credit Suisse Experience May 2000 - Present
Job Managing Director and Counsel at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2000 - Present
Skills
Structured Finance, Capital Markets, Investment Banking, Securitization, Structured Products
Education
Yale Law School 1990 — 1993
JD
United States Military Academy at West Point 1981 — 1985
Bachelor of Science (BS), Physics
Credit Suisse May 2000 - Present
Skills
Structured Finance, Capital Markets, Investment Banking, Securitization, Structured Products
Education
Yale Law School 1990 — 1993
JD
United States Military Academy at West Point 1981 — 1985
Bachelor of Science (BS), Physics
Bob Badeer's Credit Suisse Experience June 2008 - September 2012
Job Energy Commodities Professional/Trader
Industry Oil & Energy
Experience
Credit Suisse June 2008 - September 2012
UBS March 2002 - May 2008
Enron June 1997 - March 2002
Schlumberger February 1994 - January 1995
U.S. Marines May 1988 - January 1994
Skills
Commodity Markets, Commodity, Hedging, Derivatives, Trading, Options, Energy Markets, Financial Modeling, Natural Gas, Proprietary Trading, Swaps, Valuation, Market Risk, Structured Products, Energy, Financial Markets, Commodity Risk...
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
United States Naval Academy 1984 — 1988
BA, Mechanical Engineering
Credit Suisse June 2008 - September 2012
UBS March 2002 - May 2008
Enron June 1997 - March 2002
Schlumberger February 1994 - January 1995
U.S. Marines May 1988 - January 1994
Skills
Commodity Markets, Commodity, Hedging, Derivatives, Trading, Options, Energy Markets, Financial Modeling, Natural Gas, Proprietary Trading, Swaps, Valuation, Market Risk, Structured Products, Energy, Financial Markets, Commodity Risk...
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
United States Naval Academy 1984 — 1988
BA, Mechanical Engineering
Christopher J. Brandt's Credit Suisse Experience June 2012 - August 2012
Job Business Development at Paramount Group
Industry Real Estate
Experience
Paramount Group April 2015 - Present
Bank of America Merrill Lynch July 2013 - April 2015
UCLA Anderson School of Management September 2011 - June 2013
Credit Suisse June 2012 - August 2012
Jones Lang LaSalle May 2006 - August 2011
International Pacific Seafoods, Inc June 2003 - August 2005
Skills
Excel, ARGUS, Financial Modeling, Valuation, Real Estate Finance, Dispositions, Real Estate, Leases, Real Estate Economics, Disposition, Business Development, Commercial Real Estate, Real Estate Development, Investments, Investment Properties, Entrepreneurship, Finance, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Real Estate Finance
University of Southern California - Marshall School of Business 2003 — 2007
Bachelor of Science, Business Administration (Real Estate Finance)
Servite High School 1999 — 2003
Paramount Group April 2015 - Present
Bank of America Merrill Lynch July 2013 - April 2015
UCLA Anderson School of Management September 2011 - June 2013
Credit Suisse June 2012 - August 2012
Jones Lang LaSalle May 2006 - August 2011
International Pacific Seafoods, Inc June 2003 - August 2005
Skills
Excel, ARGUS, Financial Modeling, Valuation, Real Estate Finance, Dispositions, Real Estate, Leases, Real Estate Economics, Disposition, Business Development, Commercial Real Estate, Real Estate Development, Investments, Investment Properties, Entrepreneurship, Finance, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Real Estate Finance
University of Southern California - Marshall School of Business 2003 — 2007
Bachelor of Science, Business Administration (Real Estate Finance)
Servite High School 1999 — 2003
Antony Arenas Ardila's Credit Suisse Experience March 2015 - Present
Job Associate, Index & Alpha Strategies Research at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2015 - Present
Evalueserve January 2014 - March 2015
Evalueserve January 2012 - December 2013
Bolsa de Valores de Colombia S.A. July 2009 - December 2011
Bolsa de Valores de Colombia S.A. February 2007 - July 2009
Skills
Equities, Finance, Trading, Valuation, Business Analysis, Financial Analysis, Business Strategy, Derivatives, Financial Modeling, Project Management, English, SQL, Capital Markets, Corporate Finance
Education
Universidad de Los Andes 2009 — 2011
Master on Finance, Finance
Universidad Industrial de Santander 2001 — 2007
Industrial Engineer, Finance
Credit Suisse March 2015 - Present
Evalueserve January 2014 - March 2015
Evalueserve January 2012 - December 2013
Bolsa de Valores de Colombia S.A. July 2009 - December 2011
Bolsa de Valores de Colombia S.A. February 2007 - July 2009
Skills
Equities, Finance, Trading, Valuation, Business Analysis, Financial Analysis, Business Strategy, Derivatives, Financial Modeling, Project Management, English, SQL, Capital Markets, Corporate Finance
Education
Universidad de Los Andes 2009 — 2011
Master on Finance, Finance
Universidad Industrial de Santander 2001 — 2007
Industrial Engineer, Finance
Luis González Lanuza (h)'s Credit Suisse Experience May 2012 - Present
Job Financial Analyst
Industry Financial Services
Experience
Credit Suisse May 2012 - Present
Pegasus Capital September 2008 - May 2012
Asignet May 2007 - September 2008
Grupo Hatch February 2007 - May 2007
Skills
Corporate Finance, Real Estate, Valuation, Business Analysis, Financial Modeling, Market Research, Business Process, Due Diligence, Investments, Mergers
Education
Universidad de 'San Andrés' 2003 — 2007
BS, Business Management
St. George's College North 1989 — 2002
Bachiller Internacional Bilingüe
Credit Suisse May 2012 - Present
Pegasus Capital September 2008 - May 2012
Asignet May 2007 - September 2008
Grupo Hatch February 2007 - May 2007
Skills
Corporate Finance, Real Estate, Valuation, Business Analysis, Financial Modeling, Market Research, Business Process, Due Diligence, Investments, Mergers
Education
Universidad de 'San Andrés' 2003 — 2007
BS, Business Management
St. George's College North 1989 — 2002
Bachiller Internacional Bilingüe
Chip Mahoney's Credit Suisse Experience May 2013 - Present
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2013 - Present
Goldman Sachs December 2006 - May 2013
Bear Stearns 2004 - 2005
Skills
Capital Markets, Series 7, Financial Modeling, Valuation, Alternative Investments, Private Equity, Fixed Income, Equities, Investment Banking, Corporate Finance, Hedge Funds, Investments, Strategic Planning, Due Diligence, Risk Management, Financial Analysis, Derivatives, Program Management
Education
United States Military Academy at West Point 1995 — 1999
Bachelor's Degree, Systems Engineering
Credit Suisse May 2013 - Present
Goldman Sachs December 2006 - May 2013
Bear Stearns 2004 - 2005
Skills
Capital Markets, Series 7, Financial Modeling, Valuation, Alternative Investments, Private Equity, Fixed Income, Equities, Investment Banking, Corporate Finance, Hedge Funds, Investments, Strategic Planning, Due Diligence, Risk Management, Financial Analysis, Derivatives, Program Management
Education
United States Military Academy at West Point 1995 — 1999
Bachelor's Degree, Systems Engineering
Constance Sailer's Credit Suisse Experience 1997 - Present
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse 1997 - Present
Lehman Brothers 1989 - 1996
Skills
Derivatives, Prime Brokerage, Equities, Fixed Income, Trading, Hedge Funds, Investment Banking, Capital Markets, Alternative Investments, Securities Lending, Collateral Management, Investments, Financial Markets, Securities
Education
Union College 1980 — 1984
Credit Suisse 1997 - Present
Lehman Brothers 1989 - 1996
Skills
Derivatives, Prime Brokerage, Equities, Fixed Income, Trading, Hedge Funds, Investment Banking, Capital Markets, Alternative Investments, Securities Lending, Collateral Management, Investments, Financial Markets, Securities
Education
Union College 1980 — 1984
Kinsey Dyckman's Credit Suisse Experience January 2004 - Present
Job Vice President at Credit Suisse
Industry Real Estate
Experience
Credit Suisse January 2004 - Present
Education
UCLA Anderson School of Management 1988 — 1990
Credit Suisse January 2004 - Present
Education
UCLA Anderson School of Management 1988 — 1990
Jeff McMillan's Credit Suisse Experience June 2015 - Present
Job Managing Director Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Morgan Stanley Wealth Management June 2009 - June 2015
Merrill Lynch 2001 - 2009
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg, Business Analysis, Corporate Finance, Capital Markets, Equities, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Leadership, Investments, Management, Management Consulting, Portfolio Management, Private Equity, Program Management, Securities, Risk Management, Series 7, Series 63, Strategic Planning, Strategy, Valuation, Wealth Management
Education
United States Military Academy at West Point 1986 — 1989
Bachelor of Science (B.Sc.), Economics
Credit Suisse June 2015 - Present
Morgan Stanley Wealth Management June 2009 - June 2015
Merrill Lynch 2001 - 2009
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg, Business Analysis, Corporate Finance, Capital Markets, Equities, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Leadership, Investments, Management, Management Consulting, Portfolio Management, Private Equity, Program Management, Securities, Risk Management, Series 7, Series 63, Strategic Planning, Strategy, Valuation, Wealth Management
Education
United States Military Academy at West Point 1986 — 1989
Bachelor of Science (B.Sc.), Economics
Wolfe Gavin's Credit Suisse Experience Vice Chairman, Investment Banking & Co-Chairman Power & Renewables Energy GroupCredit SuisseSeptember 1993 - Present
Job Vice Chairman, Investment Banking & CoChairman Power & Renewables Energy Group at Credit Suisse
Industry Banking
Experience
Credit Suisse Vice Chairman, Investment Banking & Co-Chairman Power & Renewables Energy GroupCredit SuisseSeptember 1993 - Present
Education
UCLA Anderson School of Management 1991 — 1993
Credit Suisse Vice Chairman, Investment Banking & Co-Chairman Power & Renewables Energy GroupCredit SuisseSeptember 1993 - Present
Education
UCLA Anderson School of Management 1991 — 1993
Patrick Haskell's Credit Suisse Experience June 1994 - March 2005
Job Managing Director at Morgan Stanley
Industry Renewables & Environment
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley September 2009 - July 2013
Ecosphere Technologies June 2008 - September 2009
HSBC March 2005 - December 2006
HSBC Americas 2005 - 2006
Credit Suisse June 1994 - March 2005
CSFB 1994 - 2005
Credit Suisse First Boston 1994 - 2005
Skills
Trading, Derivatives, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Banking, Private Equity, Bloomberg, Bonds, Electronic Trading, Structured Products, Alternative Investments
Education
Union College 1990 — 1994
BA, Economics
Morgan Stanley July 2013 - Present
Morgan Stanley September 2009 - July 2013
Ecosphere Technologies June 2008 - September 2009
HSBC March 2005 - December 2006
HSBC Americas 2005 - 2006
Credit Suisse June 1994 - March 2005
CSFB 1994 - 2005
Credit Suisse First Boston 1994 - 2005
Skills
Trading, Derivatives, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Banking, Private Equity, Bloomberg, Bonds, Electronic Trading, Structured Products, Alternative Investments
Education
Union College 1990 — 1994
BA, Economics
Ben Helvey, CFA's Credit Suisse Experience September 2008 - September 2013
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Credit Suisse September 2008 - September 2013
Lehman Brothers February 2004 - September 2008
Neuberger Berman 2001 - 2004
Oscar Capital Management 2001 - 2001
Telseon Networks 2000 - 2001
Star Telecommunications 1997 - 2000
Select Staffing 1996 - 1997
Skills
Fixed Income, Financial Modeling, Hedge Funds, Valuation, Equities, Capital Markets, Private Equity, Asset Managment, Alternative Investments, Portfolio Management, Corporate Finance, Investment Banking, Financial Analysis
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance
Westmont College 1992 — 1996
BA, Economics and Business
Morgan Stanley September 2013 - Present
Credit Suisse September 2008 - September 2013
Lehman Brothers February 2004 - September 2008
Neuberger Berman 2001 - 2004
Oscar Capital Management 2001 - 2001
Telseon Networks 2000 - 2001
Star Telecommunications 1997 - 2000
Select Staffing 1996 - 1997
Skills
Fixed Income, Financial Modeling, Hedge Funds, Valuation, Equities, Capital Markets, Private Equity, Asset Managment, Alternative Investments, Portfolio Management, Corporate Finance, Investment Banking, Financial Analysis
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance
Westmont College 1992 — 1996
BA, Economics and Business
Sherryn Reckin's Credit Suisse Experience May 2002 - May 2007
Job VP at CIT Syndicated Loan Group
Industry Financial Services
Experience
CIT August 2010 - Present
LM Isis Capital Management June 2007 - January 2008
Credit Suisse May 2002 - May 2007
Credit Suisse First Boston April 2000 - May 2002
Prudential Securities August 1998 - April 2000
Skills
Leveraged Finance, Financial Modeling, Credit Analysis, Fixed Income, Hedge Funds, High Yield, Credit Derivatives, Valuation, Equity Research, Bonds, Portfolio Management
Education
Union College 1996 — 1998
MBA, Business Administration
Union College 1993 — 1997
BS, Mechanical Engineering
CIT August 2010 - Present
LM Isis Capital Management June 2007 - January 2008
Credit Suisse May 2002 - May 2007
Credit Suisse First Boston April 2000 - May 2002
Prudential Securities August 1998 - April 2000
Skills
Leveraged Finance, Financial Modeling, Credit Analysis, Fixed Income, Hedge Funds, High Yield, Credit Derivatives, Valuation, Equity Research, Bonds, Portfolio Management
Education
Union College 1996 — 1998
MBA, Business Administration
Union College 1993 — 1997
BS, Mechanical Engineering
Jose M. Echaniz's Credit Suisse Experience 2005 - 2008
Job Managing Director at Davidson Kempner Capital Management
Industry Banking
Experience
Davidson Kempner Capital Management January 2011 - Present
DE Shaw & Co May 2008 - May 2011
Credit Suisse 2005 - 2008
Morgan Stanley 2004 - 2005
Barclays Capital 2001 - 2003
Skills
Valuation, Hedge Funds, Investment Banking, Portfolio Management, Financial Risk, Securities, Credit, Capital Markets, Fixed Income, Derivatives, Private Equity, Alternative Investments, Pricing, Credit Derivatives, SEC Financial Reporting, Accounting, Distressed Debt, Trade claims, Investor Reporting, Financial Modelling, Management, DCF Valuation, Team Leadership
Education
Universidad Autónoma de Madrid 1982 — 1987
Economics, Economic Structure
santa maria del pilar
universidad autonoma de madrid
Davidson Kempner Capital Management January 2011 - Present
DE Shaw & Co May 2008 - May 2011
Credit Suisse 2005 - 2008
Morgan Stanley 2004 - 2005
Barclays Capital 2001 - 2003
Skills
Valuation, Hedge Funds, Investment Banking, Portfolio Management, Financial Risk, Securities, Credit, Capital Markets, Fixed Income, Derivatives, Private Equity, Alternative Investments, Pricing, Credit Derivatives, SEC Financial Reporting, Accounting, Distressed Debt, Trade claims, Investor Reporting, Financial Modelling, Management, DCF Valuation, Team Leadership
Education
Universidad Autónoma de Madrid 1982 — 1987
Economics, Economic Structure
santa maria del pilar
universidad autonoma de madrid
Nelson Louie's Credit Suisse Experience April 1993 - June 2007
Job Managing Director at Credit Suisse Asset Management
Industry Investment Banking
Experience
Credit Suisse Asset Management August 2010 - Present
UBS Investment Bank May 2009 - January 2011
AIG Financial Products June 2007 - May 2009
Credit Suisse April 1993 - June 2007
Credit Suisse Asset Management 1993 - 2007
Education
Union College 1987 — 1991
BA, Economics
Credit Suisse Asset Management August 2010 - Present
UBS Investment Bank May 2009 - January 2011
AIG Financial Products June 2007 - May 2009
Credit Suisse April 1993 - June 2007
Credit Suisse Asset Management 1993 - 2007
Education
Union College 1987 — 1991
BA, Economics
Brian Shen, CFA's Credit Suisse Experience June 2009 - August 2009
Job MBA Candidate UCLA Anderson Class of 2016
Industry Investment Management
Experience
Empyrean Capital Partners June 2015 - August 2015
Brandes Investment Partners August 2010 - August 2014
Credit Suisse June 2009 - August 2009
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley, Haas School of Business 2006 — 2010
Phillips Academy Andover 2003 — 2006
Empyrean Capital Partners June 2015 - August 2015
Brandes Investment Partners August 2010 - August 2014
Credit Suisse June 2009 - August 2009
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley, Haas School of Business 2006 — 2010
Phillips Academy Andover 2003 — 2006
Laura Katherine Schembri's Credit Suisse Experience May 2014 - Present
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2014 - Present
Alvarez and Marsal March 2009 - May 2014
Wachovia June 2005 - September 2008
Skills
Mergers, Investment Banking, Restructuring, Strategy, Banking, Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Financial Analysis, Capital Markets, Bloomberg, Equities, Investments, Venture Capital, LBO, Portfolio Management, Business Valuation, Fixed Income, Management Consulting, Mergers & Acquisitions
Education
University of Arkansas 2001 — 2005
BSBA, Finance, Spanish
Universidad Carlos III de Madrid
Finance, Economics, International Business
Credit Suisse May 2014 - Present
Alvarez and Marsal March 2009 - May 2014
Wachovia June 2005 - September 2008
Skills
Mergers, Investment Banking, Restructuring, Strategy, Banking, Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Financial Analysis, Capital Markets, Bloomberg, Equities, Investments, Venture Capital, LBO, Portfolio Management, Business Valuation, Fixed Income, Management Consulting, Mergers & Acquisitions
Education
University of Arkansas 2001 — 2005
BSBA, Finance, Spanish
Universidad Carlos III de Madrid
Finance, Economics, International Business
Nathan Engelhard's Credit Suisse Experience September 2005 - October 2006
Job Managing Partner New Edge Capital S.A.
Industry Banking
Experience
New Edge Capital S.A. October 2012 - Present
Deutsche Bank August 2010 - September 2012
Lehman Brothers/Barclays Capital June 2008 - September 2009
Deutsche Bank Securities October 2006 - June 2008
Credit Suisse September 2005 - October 2006
UBS Investment Bank August 2000 - August 2005
SG Securities January 1999 - August 2000
Bankers Trust May 1996 - November 1998
Skills
Equity Derivatives, Derivatives, Latin America, Financial Structuring, Management, Investment Banking, Capital Markets, Sales, Emerging Markets, Equities, Hedge Funds, Structured Products, Corporate Finance, Trading, Financial Markets, Structured Finance, Financial Modeling, Portfolio Management, Bloomberg, Investments
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Universidad de Lima 1981 — 1986
Bachellor, Industrial Engineering
New Edge Capital S.A. October 2012 - Present
Deutsche Bank August 2010 - September 2012
Lehman Brothers/Barclays Capital June 2008 - September 2009
Deutsche Bank Securities October 2006 - June 2008
Credit Suisse September 2005 - October 2006
UBS Investment Bank August 2000 - August 2005
SG Securities January 1999 - August 2000
Bankers Trust May 1996 - November 1998
Skills
Equity Derivatives, Derivatives, Latin America, Financial Structuring, Management, Investment Banking, Capital Markets, Sales, Emerging Markets, Equities, Hedge Funds, Structured Products, Corporate Finance, Trading, Financial Markets, Structured Finance, Financial Modeling, Portfolio Management, Bloomberg, Investments
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Universidad de Lima 1981 — 1986
Bachellor, Industrial Engineering
Mehran Feyz's Credit Suisse Experience 2013 - Present
Job Real Estate Banking at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2013 - Present
Ranieri Real Estate Partners 2012 - 2012
Fortuna Asset Management July 2009 - April 2010
Skills
Due Diligence, Valuation, Financial Modeling, Private Equity, Investments, Financial Analysis, Strategy, Corporate Finance, Business Development, Business Strategy, Finance, Entrepreneurship, Corporate Development, Competitive Analysis, Investment Banking, Asset Management, Start-ups, Venture Capital, Real Estate, Mergers & Acquisitions, Market Research, Strategic Planning, Market Analysis, Capital Markets, Idiom, Emerging Markets, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
Master of Business Administration (MBA)
University of California, Los Angeles 1980 — 2005
Bachelor of Arts (B.A.)
Credit Suisse 2013 - Present
Ranieri Real Estate Partners 2012 - 2012
Fortuna Asset Management July 2009 - April 2010
Skills
Due Diligence, Valuation, Financial Modeling, Private Equity, Investments, Financial Analysis, Strategy, Corporate Finance, Business Development, Business Strategy, Finance, Entrepreneurship, Corporate Development, Competitive Analysis, Investment Banking, Asset Management, Start-ups, Venture Capital, Real Estate, Mergers & Acquisitions, Market Research, Strategic Planning, Market Analysis, Capital Markets, Idiom, Emerging Markets, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
Master of Business Administration (MBA)
University of California, Los Angeles 1980 — 2005
Bachelor of Arts (B.A.)
Sarah Schroeder's Credit Suisse Experience June 2015 - September 2015
Job UCLA Anderson MFE Candidate 2015
Industry Financial Services
Experience
Credit Suisse June 2015 - September 2015
Quant Economics (Intensity Corporation) May 2009 - October 2014
University of California, San Diego March 2008 - March 2009
Coastwise Capital Group June 2008 - February 2009
Skills
Econometrics, Qualitative Research, Stata, Economics, Statistics, Analytics, Research, Investments, Analysis, Portfolio Management, Market Research, Financial Modeling, Quantitative Analytics, Economic Research, Data Analysis, Matlab, R
Education
UCLA Anderson School of Management 2014 — 2015
Master of Financial Engineering (MFE)
University of California, San Diego 2005 — 2009
Bachelors, Economics, Political Science
Universitat Autònoma de Barcelona 2007 — 2008
International Economics
Credit Suisse June 2015 - September 2015
Quant Economics (Intensity Corporation) May 2009 - October 2014
University of California, San Diego March 2008 - March 2009
Coastwise Capital Group June 2008 - February 2009
Skills
Econometrics, Qualitative Research, Stata, Economics, Statistics, Analytics, Research, Investments, Analysis, Portfolio Management, Market Research, Financial Modeling, Quantitative Analytics, Economic Research, Data Analysis, Matlab, R
Education
UCLA Anderson School of Management 2014 — 2015
Master of Financial Engineering (MFE)
University of California, San Diego 2005 — 2009
Bachelors, Economics, Political Science
Universitat Autònoma de Barcelona 2007 — 2008
International Economics
Khristian Gibson, CRISC's Credit Suisse Experience June 2009 - August 2010
Job Associate Partner at Citihub
Industry Information Technology and Services
Experience
Citihub August 2010 - Present
Credit Suisse June 2009 - August 2010
Barclays April 2008 - October 2008
Barclays Bank November 2006 - October 2008
Barclays Bank March 2006 - November 2006
Citibank August 2005 - February 2006
Citibank January 2003 - August 2005
Citibank January 2001 - January 2003
Citibank February 1998 - January 2001
Skills
Technical Support, IT Strategy, Infrastructure, Risk Management, Information Security, Windows, Vendor Management, ITIL, IT Management, IT Service Management, Business Analysis, Incident Management, Business Continuity, IT Operations, Disaster Recovery, Program Management, Outsourcing, Service Delivery, Security, Strategy, Enterprise Software, Enterprise Architecture, Business Process..., End User Computing, Desktop Migrations, IT Transformation, Information Security..., Governance, Management, PMO, Servers, Information Security..., Leadership, Project Portfolio..., IT Outsourcing, Information Technology, Business Transformation, Integration, Problem Solving, Project Delivery
Education
Union College 1993 — 1997
BA, East Asian Studies
Bronx Science 1989 — 1993
Citihub August 2010 - Present
Credit Suisse June 2009 - August 2010
Barclays April 2008 - October 2008
Barclays Bank November 2006 - October 2008
Barclays Bank March 2006 - November 2006
Citibank August 2005 - February 2006
Citibank January 2003 - August 2005
Citibank January 2001 - January 2003
Citibank February 1998 - January 2001
Skills
Technical Support, IT Strategy, Infrastructure, Risk Management, Information Security, Windows, Vendor Management, ITIL, IT Management, IT Service Management, Business Analysis, Incident Management, Business Continuity, IT Operations, Disaster Recovery, Program Management, Outsourcing, Service Delivery, Security, Strategy, Enterprise Software, Enterprise Architecture, Business Process..., End User Computing, Desktop Migrations, IT Transformation, Information Security..., Governance, Management, PMO, Servers, Information Security..., Leadership, Project Portfolio..., IT Outsourcing, Information Technology, Business Transformation, Integration, Problem Solving, Project Delivery
Education
Union College 1993 — 1997
BA, East Asian Studies
Bronx Science 1989 — 1993
Benjamin Meltzer's Credit Suisse Experience July 2010 - October 2014
Job Associate at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas November 2014 - Present
Credit Suisse July 2010 - October 2014
Fidelity Investments June 2009 - August 2009
eSecLending June 2008 - August 2008
Skills
Economics, Financial Analysis, Investments, Data Analysis, Bloomberg Terminal, Sales, Trading, Energy, Oil/Gas, Derivatives, Energy Derivatives, Microsoft Word, Microsoft Excel, PowerPoint
Education
Union College 2006 — 2010
B.A. in Economics, Minor in Political Science, 3.85
Union College 2006 — 2010
Bachelor of Arts (B.A.), Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
LS
NYU
BNP Paribas November 2014 - Present
Credit Suisse July 2010 - October 2014
Fidelity Investments June 2009 - August 2009
eSecLending June 2008 - August 2008
Skills
Economics, Financial Analysis, Investments, Data Analysis, Bloomberg Terminal, Sales, Trading, Energy, Oil/Gas, Derivatives, Energy Derivatives, Microsoft Word, Microsoft Excel, PowerPoint
Education
Union College 2006 — 2010
B.A. in Economics, Minor in Political Science, 3.85
Union College 2006 — 2010
Bachelor of Arts (B.A.), Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
LS
NYU
Ivan Yi's Credit Suisse Experience 2000 - 2001
Job Vice President at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC 2008 - Present
North Sound Capital 2006 - 2006
Rockefeller University 2003 - 2005
Credit Suisse 2000 - 2001
Deutsche Bank 1999 - 2000
Education
UCLA Anderson School of Management 2005 — 2007
Master of Business Administration (M.B.A.)
Yale University 1995 — 1999
Bachelor's Degree, Economics & Mathematics
Wolfe Research, LLC 2008 - Present
North Sound Capital 2006 - 2006
Rockefeller University 2003 - 2005
Credit Suisse 2000 - 2001
Deutsche Bank 1999 - 2000
Education
UCLA Anderson School of Management 2005 — 2007
Master of Business Administration (M.B.A.)
Yale University 1995 — 1999
Bachelor's Degree, Economics & Mathematics
Fernando Benjumea's Credit Suisse Experience July 2007 - November 2007
Job Vice President at Project & Acquisition Finance U.S. at Banco Santander
Industry Banking
Experience
Santander Bank, N.A. September 2014 - Present
Banco Santander October 2011 - August 2014
Banco Santander December 2009 - October 2011
Santander UK December 2008 - December 2009
Lehman Brothers July 2008 - November 2008
Lehman Brothers March 2008 - May 2008
Credit Suisse July 2007 - November 2007
Credit Suisse October 2006 - December 2006
Credit Suisse July 2006 - September 2006
Skills
Structured Finance, Investment Banking, Capital Markets, LBO, Private Equity, Due Diligence, Financial Analysis, Project Finance, Debt Restructuring, Leveraged Finance, Project Portfolio...
Education
Universidad Carlos III de Madrid 2003 — 2008
Economics, Economics
British Council School Madrid 1989 — 2002
Santander Bank, N.A. September 2014 - Present
Banco Santander October 2011 - August 2014
Banco Santander December 2009 - October 2011
Santander UK December 2008 - December 2009
Lehman Brothers July 2008 - November 2008
Lehman Brothers March 2008 - May 2008
Credit Suisse July 2007 - November 2007
Credit Suisse October 2006 - December 2006
Credit Suisse July 2006 - September 2006
Skills
Structured Finance, Investment Banking, Capital Markets, LBO, Private Equity, Due Diligence, Financial Analysis, Project Finance, Debt Restructuring, Leveraged Finance, Project Portfolio...
Education
Universidad Carlos III de Madrid 2003 — 2008
Economics, Economics
British Council School Madrid 1989 — 2002
Brett Grimes's Credit Suisse Experience September 2007 - March 2008
Job Application Architect at Bayer CropScience
Industry Computer Software
Experience
Bayer CropScience February 2015 - Present
Cerner Corporation April 2008 - January 2015
Credit Suisse September 2007 - March 2008
US Navy April 2004 - August 2007
Jacobs Sverdrup May 2003 - April 2004
Synopsys, Inc. October 1997 - May 2003
ACS Defense, Inc. April 1995 - October 1997
US Air Force May 1989 - April 1995
Skills
Agile Methodologies, Microsoft SQL Server, jQuery, Scrum, CSS, .NET, Software Engineering, Software Development, JavaScript, UI, OpenGL, SQL Server, Agile, C#, Software Design, Software Project..., ASP.NET, Web Development, Object Oriented Design, Backbone.js, Marionette.js, jQuery UI, C/C++ STL, C++, Web Applications
Education
U.S. Air Force Institute of Technology
MSCS
Wright State University
BSCE
Bayer CropScience February 2015 - Present
Cerner Corporation April 2008 - January 2015
Credit Suisse September 2007 - March 2008
US Navy April 2004 - August 2007
Jacobs Sverdrup May 2003 - April 2004
Synopsys, Inc. October 1997 - May 2003
ACS Defense, Inc. April 1995 - October 1997
US Air Force May 1989 - April 1995
Skills
Agile Methodologies, Microsoft SQL Server, jQuery, Scrum, CSS, .NET, Software Engineering, Software Development, JavaScript, UI, OpenGL, SQL Server, Agile, C#, Software Design, Software Project..., ASP.NET, Web Development, Object Oriented Design, Backbone.js, Marionette.js, jQuery UI, C/C++ STL, C++, Web Applications
Education
U.S. Air Force Institute of Technology
MSCS
Wright State University
BSCE
Candace Myung's Credit Suisse Experience July 2011 - April 2012
Job Vice President (Technology) at Mizuho
Industry Investment Banking
Experience
Mizuho Securities USA Inc. December 2014 - Present
Houlihan Lokey April 2012 - December 2014
Credit Suisse July 2011 - April 2012
Houlihan Lokey September 2007 - July 2009
KeyBanc Capital Markets September 2006 - August 2007
Wells Fargo July 2005 - August 2006
Skills
Valuation, Private Placements, Capital Markets, High Yield, Leveraged Finance, Investment Banking, Financial Modeling, Due Diligence, Mergers & Acquisitions, LBO, Private Equity, Finance, Bloomberg, Financial Structuring, Investments, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
Master of Business Administration (MBA)
University of Washington, Michael G. Foster School of Business 2001 — 2005
Business Administration, Finance
Mizuho Securities USA Inc. December 2014 - Present
Houlihan Lokey April 2012 - December 2014
Credit Suisse July 2011 - April 2012
Houlihan Lokey September 2007 - July 2009
KeyBanc Capital Markets September 2006 - August 2007
Wells Fargo July 2005 - August 2006
Skills
Valuation, Private Placements, Capital Markets, High Yield, Leveraged Finance, Investment Banking, Financial Modeling, Due Diligence, Mergers & Acquisitions, LBO, Private Equity, Finance, Bloomberg, Financial Structuring, Investments, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
Master of Business Administration (MBA)
University of Washington, Michael G. Foster School of Business 2001 — 2005
Business Administration, Finance
Greg Kuhn's Credit Suisse Experience July 2014 - Present
Job Investment Banking Associate at Credit Suisse
Industry Government Relations
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
United States Senate October 2009 - August 2012
John McCain 2008 July 2008 - November 2008
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Virginia 2004 — 2008
BA, Economics
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
United States Senate October 2009 - August 2012
John McCain 2008 July 2008 - November 2008
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Virginia 2004 — 2008
BA, Economics
Gabriela Yu's Credit Suisse Experience January 2015 - Present
Job VP Equity Capital Markets at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2015 - Present
Credit Suisse August 2011 - December 2014
Credit Suisse First Boston August 2007 - July 2011
Universidad de San Andrés June 2006 - July 2007
Universidad de San Andrés March 2006 - December 2006
Procter & Gamble January 2005 - March 2005
Universidad de San Andrés January 2004 - February 2004
Skills
Derivatives, Economics, Financial Analysis, Equity Research, Research, Valuation, Photography, Bloomberg, Due Diligence, Equities, Investments, Financial Modeling, Investment Banking, Spanish, Capital Markets, Corporate Finance, Financial Markets, Emerging Markets, Private Equity
Education
Universidad de 'San Andrés' 2006 — 2007
Master, Finance
Universidad de 'San Andrés' 2002 — 2006
BA, Business Administration
Colegio Nacional de Buenos Aires 1997 — 2001
Bachelor
Credit Suisse January 2015 - Present
Credit Suisse August 2011 - December 2014
Credit Suisse First Boston August 2007 - July 2011
Universidad de San Andrés June 2006 - July 2007
Universidad de San Andrés March 2006 - December 2006
Procter & Gamble January 2005 - March 2005
Universidad de San Andrés January 2004 - February 2004
Skills
Derivatives, Economics, Financial Analysis, Equity Research, Research, Valuation, Photography, Bloomberg, Due Diligence, Equities, Investments, Financial Modeling, Investment Banking, Spanish, Capital Markets, Corporate Finance, Financial Markets, Emerging Markets, Private Equity
Education
Universidad de 'San Andrés' 2006 — 2007
Master, Finance
Universidad de 'San Andrés' 2002 — 2006
BA, Business Administration
Colegio Nacional de Buenos Aires 1997 — 2001
Bachelor
Camilo Uribe's Credit Suisse Experience July 2011 - Present
Job Vice President Investment Banking Division at Credit Suisse
Industry Higher Education
Experience
Credit Suisse July 2011 - Present
NYU Stern School of Business September 2009 - August 2011
Departamento Nacional de Planeación September 2007 - August 2009
Corporación Financiera Colombiana December 2006 - September 2007
Skills
Financial Modeling, Valuation, Investment Banking, Mergers, Asset Managment, Project Planning, Private Equity, Corporate Finance, Financial Analysis, Investments, Economics, Emerging Markets, Due Diligence, Business Strategy, Management Consulting, Bloomberg, Fixed Income, Equities, Data Analysis, Strategic Planning, Financial Structuring, Mergers
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Business Administration
Universidad de Los Andes 2000 — 2005
BS, Industrial Engineering
Colegio San Carlos 1993 — 1999
Highschool diploma
Credit Suisse July 2011 - Present
NYU Stern School of Business September 2009 - August 2011
Departamento Nacional de Planeación September 2007 - August 2009
Corporación Financiera Colombiana December 2006 - September 2007
Skills
Financial Modeling, Valuation, Investment Banking, Mergers, Asset Managment, Project Planning, Private Equity, Corporate Finance, Financial Analysis, Investments, Economics, Emerging Markets, Due Diligence, Business Strategy, Management Consulting, Bloomberg, Fixed Income, Equities, Data Analysis, Strategic Planning, Financial Structuring, Mergers
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Business Administration
Universidad de Los Andes 2000 — 2005
BS, Industrial Engineering
Colegio San Carlos 1993 — 1999
Highschool diploma
David Gambone's Credit Suisse Experience 2011 - May 2013
Job Owner at Platt Development Group
Industry Real Estate
Experience
Platt Development Group May 2013 - Present
Credit Suisse 2011 - May 2013
J.P. Morgan 2007 - 2011
Education
Union College 2003 — 2007
BA Economics, Economics
The Taft School 1999 — 2003
Platt Development Group May 2013 - Present
Credit Suisse 2011 - May 2013
J.P. Morgan 2007 - 2011
Education
Union College 2003 — 2007
BA Economics, Economics
The Taft School 1999 — 2003
Jeenal Patel's Credit Suisse Experience May 2012 - Present
Job Client Service Analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2012 - Present
Credit Suisse July 2006 - May 2012
Skills
Investment Banking, Derivatives, Mutual Funds, Hedge Funds, Fixed Income, Equities
Education
UCL 2003 — 2006
BA Hons, Philosophy and Economics
Credit Suisse May 2012 - Present
Credit Suisse July 2006 - May 2012
Skills
Investment Banking, Derivatives, Mutual Funds, Hedge Funds, Fixed Income, Equities
Education
UCL 2003 — 2006
BA Hons, Philosophy and Economics
Yash Patel's Credit Suisse Experience 2008 - 2008
Job Venture/Growth Investor at Telstra Ventures
Industry Venture Capital & Private Equity
Experience
Telstra Ventures January 2014 - Present
Near.co December 2014 - Present
Bigcommerce November 2014 - Present
Adknowledge September 2012 - January 2014
Jefferies & Company 2010 - 2012
Houlihan Lokey Howard & Zukin 2008 - 2009
Credit Suisse 2008 - 2008
Lazard 2007 - 2007
Education
UCL
B.Sc (Hons)
Telstra Ventures January 2014 - Present
Near.co December 2014 - Present
Bigcommerce November 2014 - Present
Adknowledge September 2012 - January 2014
Jefferies & Company 2010 - 2012
Houlihan Lokey Howard & Zukin 2008 - 2009
Credit Suisse 2008 - 2008
Lazard 2007 - 2007
Education
UCL
B.Sc (Hons)
Joshua Holdreith, CFA's Credit Suisse Experience September 2007 - Present
Job Vice President at Credit Suisse
Industry Investment Management
Experience
Credit Suisse September 2007 - Present
Education
Union College
Credit Suisse September 2007 - Present
Education
Union College
William Fay's Credit Suisse Experience June 2015 - August 2015
Job MBA Candidate, Class of 2016 at UCLA Anderson
Industry Financial Services
Experience
Credit Suisse June 2015 - August 2015
Cleantech Group February 2014 - July 2014
Cleantech Group December 2012 - January 2014
Gridtest Systems March 2012 - November 2012
LA Cleantech Incubator February 2012 - March 2012
CBS News May 2011 - July 2011
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
University of Southern California 2008 — 2011
Bachelor of Arts (B.A.)
The Lawrenceville School 2003 — 2007
Credit Suisse June 2015 - August 2015
Cleantech Group February 2014 - July 2014
Cleantech Group December 2012 - January 2014
Gridtest Systems March 2012 - November 2012
LA Cleantech Incubator February 2012 - March 2012
CBS News May 2011 - July 2011
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
University of Southern California 2008 — 2011
Bachelor of Arts (B.A.)
The Lawrenceville School 2003 — 2007
NEELAM CHAUHAN's Credit Suisse Experience January 2012 - July 2015
Job Graduate Business Student at University of Florida
Industry Information Technology and Services
Experience
Credit Suisse January 2012 - July 2015
Tata Consultancy Services January 2010 - December 2011
Skills
Credit Risk, Basel III, Basel II, MIS, SQL, Unix, Quality Assurance, Quality Center, User Acceptance Testing, Manual Testing, Advanced Excel, Test Planning, XML, Oracle, Regression Testing
Education
UF Hough Graduate School of Business 2015 — 2017
Masters in Information Systems & Operations Management, Business Intelligence & Analytics
Welingkar Institute of Management 2012 — 2015
Masters in Information Management
SK Somaiya Mumbai University 2006 — 2009
A
Credit Suisse January 2012 - July 2015
Tata Consultancy Services January 2010 - December 2011
Skills
Credit Risk, Basel III, Basel II, MIS, SQL, Unix, Quality Assurance, Quality Center, User Acceptance Testing, Manual Testing, Advanced Excel, Test Planning, XML, Oracle, Regression Testing
Education
UF Hough Graduate School of Business 2015 — 2017
Masters in Information Systems & Operations Management, Business Intelligence & Analytics
Welingkar Institute of Management 2012 — 2015
Masters in Information Management
SK Somaiya Mumbai University 2006 — 2009
A
David Tracy's Credit Suisse Experience 2008 - Present
Job Managing Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse 2008 - Present
John Thomas Dye School 2006 - Present
KCET 2000 - Present
Goldman Sachs 1998 - 2008
Morgan Stanley 1994 - 1998
Price Waterhouse Coopers 1990 - 1992
Education
UCLA Anderson School of Management 1992 — 1994
M.B.A., Finance
University of California, Los Angeles 1986 — 1990
B.A., Economics/Business
Credit Suisse 2008 - Present
John Thomas Dye School 2006 - Present
KCET 2000 - Present
Goldman Sachs 1998 - 2008
Morgan Stanley 1994 - 1998
Price Waterhouse Coopers 1990 - 1992
Education
UCLA Anderson School of Management 1992 — 1994
M.B.A., Finance
University of California, Los Angeles 1986 — 1990
B.A., Economics/Business
Shawn Sullivan's Credit Suisse Experience Executive DirectorUBSMay 1997 - May 2001
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse Executive DirectorUBSMay 1997 - May 2001
Lehman Brothers 1989 - 1997
Skills
Prime Brokerage, Equities
Education
United States Military Academy at West Point 1979 — 1983
BS, Mechanical Engineering
Credit Suisse Executive DirectorUBSMay 1997 - May 2001
Lehman Brothers 1989 - 1997
Skills
Prime Brokerage, Equities
Education
United States Military Academy at West Point 1979 — 1983
BS, Mechanical Engineering
Kenrick Liu's Credit Suisse Experience June 2009 - August 2009
Job Member of the Technical Staff at Draper Laboratory
Industry Mechanical or Industrial Engineering
Experience
Draper Laboratory June 2015 - Present
Gooch & Housego February 2015 - May 2015
University of Massachusetts Lowell June 2014 - February 2015
RDK Engineers May 2014 - August 2014
Draper Laboratory July 2013 - May 2014
J.P. Morgan October 2011 - May 2012
Broad Street Securities Group, LLC February 2011 - April 2011
Brown Brothers Harriman October 2010 - February 2011
Credit Suisse June 2009 - August 2009
Lehman Brothers Holdings Inc. June 2008 - August 2008
Skills
Matlab, Solidworks, LabVIEW, PTC Pro/Engineer, ANSYS, Engineering Drawings, Geometric Dimensioning..., Strategy, Research, Microsoft Office
Education
UMass Lowell 2012 — 2015
Bachelor of Science in Engineering (B.S.E.), Mechanical Engineering, 3.94/4.00
Union College 2006 — 2010
Bachelor of Arts (B.A.), Economics (Minor: Mathematics), 3.63/4.00
Malden High School 2002 — 2006
High School Diploma, 3.3/4.0
Draper Laboratory June 2015 - Present
Gooch & Housego February 2015 - May 2015
University of Massachusetts Lowell June 2014 - February 2015
RDK Engineers May 2014 - August 2014
Draper Laboratory July 2013 - May 2014
J.P. Morgan October 2011 - May 2012
Broad Street Securities Group, LLC February 2011 - April 2011
Brown Brothers Harriman October 2010 - February 2011
Credit Suisse June 2009 - August 2009
Lehman Brothers Holdings Inc. June 2008 - August 2008
Skills
Matlab, Solidworks, LabVIEW, PTC Pro/Engineer, ANSYS, Engineering Drawings, Geometric Dimensioning..., Strategy, Research, Microsoft Office
Education
UMass Lowell 2012 — 2015
Bachelor of Science in Engineering (B.S.E.), Mechanical Engineering, 3.94/4.00
Union College 2006 — 2010
Bachelor of Arts (B.A.), Economics (Minor: Mathematics), 3.63/4.00
Malden High School 2002 — 2006
High School Diploma, 3.3/4.0
Doug Fiek's Credit Suisse Experience 2000 - Present
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse 2000 - Present
Donaldson, Lufkin & Jenrette 1997 - 2000
CS First Boston 1993 - 1994
Price Waterhouse 1990 - 1992
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
UC Berkeley 1985 — 1989
BS, Economics & Bus Ad
Credit Suisse 2000 - Present
Donaldson, Lufkin & Jenrette 1997 - 2000
CS First Boston 1993 - 1994
Price Waterhouse 1990 - 1992
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
UC Berkeley 1985 — 1989
BS, Economics & Bus Ad
Harry Park's Credit Suisse Experience July 2011 - Present
Job Associate at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2011 - Present
Northrop Grumman Corporation October 2007 - August 2009
US Army June 2002 - May 2007
Skills
Financial Modeling, Analysis, Capital Markets, Corporate Finance, Due Diligence, Finance, Equities, Investment Banking, Mergers, Strategy, Valuation
Education
Yale School of Management 2009 — 2011
Master of Business Administration (MBA), Finance, General
United States Military Academy at West Point 1998 — 2002
Bachelor of Science (BS), Systems Engineering
Credit Suisse July 2011 - Present
Northrop Grumman Corporation October 2007 - August 2009
US Army June 2002 - May 2007
Skills
Financial Modeling, Analysis, Capital Markets, Corporate Finance, Due Diligence, Finance, Equities, Investment Banking, Mergers, Strategy, Valuation
Education
Yale School of Management 2009 — 2011
Master of Business Administration (MBA), Finance, General
United States Military Academy at West Point 1998 — 2002
Bachelor of Science (BS), Systems Engineering
Karlene Paul-Sparks's Credit Suisse Experience April 2007 - July 2008
Job
Industry Public Relations and Communications
Experience
NYC Department of Parks & Recreation March 2010 - November 2010
Credit Suisse April 2007 - July 2008
Education
US Naval Academy
NYC Department of Parks & Recreation March 2010 - November 2010
Credit Suisse April 2007 - July 2008
Education
US Naval Academy
Greg Sticka's Credit Suisse Experience April 2006 - June 2012
Job Partner at Scoville Risk Partners LLC
Industry Capital Markets
Experience
Scoville Risk Partners LLC September 2012 - Present
Credit Suisse April 2006 - June 2012
Calpine Corporation June 2004 - March 2006
Mirant Corporation February 2001 - April 2004
Hess Corporation September 1999 - January 2001
Skills
Commodity, Hedging, Portfolio Management, Analysis, Risk Management, Finance, Power Markets, Financial Risk, Derivatives, Trading, Options, Hedge Funds, Financial Modeling, Commodity Markets, Project Finance, Valuation
Education
Rensselaer Polytechnic Institute
Master of Business Administration (M.B.A.)
Union College
Bachelor of Science (B.S.), Electrical Engineering
Scoville Risk Partners LLC September 2012 - Present
Credit Suisse April 2006 - June 2012
Calpine Corporation June 2004 - March 2006
Mirant Corporation February 2001 - April 2004
Hess Corporation September 1999 - January 2001
Skills
Commodity, Hedging, Portfolio Management, Analysis, Risk Management, Finance, Power Markets, Financial Risk, Derivatives, Trading, Options, Hedge Funds, Financial Modeling, Commodity Markets, Project Finance, Valuation
Education
Rensselaer Polytechnic Institute
Master of Business Administration (M.B.A.)
Union College
Bachelor of Science (B.S.), Electrical Engineering
Jim Carbone's Credit Suisse Experience 2009 - 2011
Job Principle: Bay Consulting Services
Industry Management Consulting
Experience
Bay Consulting Services: 2002 - Present
Aalbrite Managed Services March 2010 - Present
Credit Suisse 2009 - 2011
ABN AMRO Bank N.V. January 2001 - June 2002
Credit Suisse 1998 - December 2000
BNP Paribas 1996 - 1998
ABN AMRO Bank N.V. 1994 - 1996
Teknekron 1992 - 1994
Skills
Finanical Services and..., Offshore Drilling, Energy, Petroleum, Inspection, Oil/Gas, Navigation, Gas, Pipelines, Hydraulics
Education
Baruch College 1997 — 2001
Masters Business Administration, Finance, General
United States Merchant Marine Academy 1976 — 1980
Bachelor's degree, Naval Architecture and Marine Engineering
Bay Consulting Services: 2002 - Present
Aalbrite Managed Services March 2010 - Present
Credit Suisse 2009 - 2011
ABN AMRO Bank N.V. January 2001 - June 2002
Credit Suisse 1998 - December 2000
BNP Paribas 1996 - 1998
ABN AMRO Bank N.V. 1994 - 1996
Teknekron 1992 - 1994
Skills
Finanical Services and..., Offshore Drilling, Energy, Petroleum, Inspection, Oil/Gas, Navigation, Gas, Pipelines, Hydraulics
Education
Baruch College 1997 — 2001
Masters Business Administration, Finance, General
United States Merchant Marine Academy 1976 — 1980
Bachelor's degree, Naval Architecture and Marine Engineering
Seth Wolfman's Credit Suisse Experience December 2013 - Present
Job US Head of Money Markets and CoHead of Long Term Funding
Industry Banking
Experience
Credit Suisse December 2013 - Present
Credit Suisse London April 2011 - December 2013
Credit Suisse Zurich January 2010 - April 2011
Credit Suisse NY May 2004 - January 2010
Credit Suisse NY August 2001 - May 2004
Skills
Portfolio Management, Trading, Interest Rate..., FX trading, Money Market, Derivatives, FX Trading, Bloomberg, Fixed Income
Education
London School of Economics 2011 — 2013
Masters of Science (MSc), Finance
Union College 1998 — 2001
Bachelor of Arts (BA), Managerial Economics
Credit Suisse December 2013 - Present
Credit Suisse London April 2011 - December 2013
Credit Suisse Zurich January 2010 - April 2011
Credit Suisse NY May 2004 - January 2010
Credit Suisse NY August 2001 - May 2004
Skills
Portfolio Management, Trading, Interest Rate..., FX trading, Money Market, Derivatives, FX Trading, Bloomberg, Fixed Income
Education
London School of Economics 2011 — 2013
Masters of Science (MSc), Finance
Union College 1998 — 2001
Bachelor of Arts (BA), Managerial Economics
Ed Whatley's Credit Suisse Experience March 2004 - July 2008
Job Senior Private Equity Investor
Industry Venture Capital & Private Equity
Experience
Evergreen Pacific Partners July 2008 - Present
Credit Suisse March 2004 - July 2008
CIBC World Markets August 2000 - March 2004
US Army Corps of Engineers 1993 - 1998
Skills
Private Equity, Originating, Value Investing, Mergers & Acquisitions, Leveraged Finance, Leveraged Lending, Investment Banking, IPO, Acquisitions, High Yield, Finance, Growth Capital, Venture Capital
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (MBA), Finance
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (BS)
Evergreen Pacific Partners July 2008 - Present
Credit Suisse March 2004 - July 2008
CIBC World Markets August 2000 - March 2004
US Army Corps of Engineers 1993 - 1998
Skills
Private Equity, Originating, Value Investing, Mergers & Acquisitions, Leveraged Finance, Leveraged Lending, Investment Banking, IPO, Acquisitions, High Yield, Finance, Growth Capital, Venture Capital
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (MBA), Finance
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (BS)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.