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
Svetly Metodiev Svetly Metodiev's Credit Suisse Experience July 2009 - March 2012
Job Finance, Biz Dev & Marketing Professional
Industry Internet
Experience
TheGrid March 2012 - Present
Credit Suisse July 2009 - March 2012
Skills
Corporate Finance, Financial Modeling, Business Development, Strategy, Valuation, Market Research, Portfolio Management, Business Strategy, Equity Research, Investments, Financial Analysis, Business Analysis, Finance, Entrepreneurship, Forecasting, Venture Capital, Start-ups, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
BS, Business Administration
Newport Harbor High School 2002 — 2005
TheGrid March 2012 - Present
Credit Suisse July 2009 - March 2012
Skills
Corporate Finance, Financial Modeling, Business Development, Strategy, Valuation, Market Research, Portfolio Management, Business Strategy, Equity Research, Investments, Financial Analysis, Business Analysis, Finance, Entrepreneurship, Forecasting, Venture Capital, Start-ups, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
BS, Business Administration
Newport Harbor High School 2002 — 2005
Mercedeh Sabeti Mercedeh Sabeti's Credit Suisse Experience January 2012 - January 2012
Job Investment Banking Analyst (TMT) at Goldman Sachs
Industry Financial Services
Experience
Berkeley Investment Group September 2012 - May 2015
SUPERB Productions January 2012 - May 2015
Goldman Sachs June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
US Treasury June 2012 - August 2012
Credit Suisse January 2012 - January 2012
JCPenney June 2011 - August 2011
East West Music & Dance August 2009 - June 2011
East West Music & Dance August 2007 - June 2011
Skills
Financial Modeling, Microsoft Excel, Spanish, DCF Valuation, Event Planning, Bloomberg Terminal, French, Persian, Leadership, Farsi, Python, Social Networking, Public Speaking, PowerPoint, Economics, Investment Banking, Microsoft Office, Data Analysis, Microsoft Word, Research
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Lynbrook High School 2007 — 2011
High School
Berkeley Investment Group September 2012 - May 2015
SUPERB Productions January 2012 - May 2015
Goldman Sachs June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
US Treasury June 2012 - August 2012
Credit Suisse January 2012 - January 2012
JCPenney June 2011 - August 2011
East West Music & Dance August 2009 - June 2011
East West Music & Dance August 2007 - June 2011
Skills
Financial Modeling, Microsoft Excel, Spanish, DCF Valuation, Event Planning, Bloomberg Terminal, French, Persian, Leadership, Farsi, Python, Social Networking, Public Speaking, PowerPoint, Economics, Investment Banking, Microsoft Office, Data Analysis, Microsoft Word, Research
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Lynbrook High School 2007 — 2011
High School
Benson Zhang Benson Zhang's Credit Suisse Experience June 2013 - August 2013
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2013 - August 2013
Lam Research May 2012 - August 2012
Raymond James Morgan Keegan January 2012 - March 2012
Harvey and Company May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Investment Banking, Project Management, PowerPoint, Capital IQ, Microsoft Office, Data Analysis, Valuation, Information Technology, Investments
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Mission San Jose High School 2006 — 2010
High School Diploma
Credit Suisse June 2013 - August 2013
Lam Research May 2012 - August 2012
Raymond James Morgan Keegan January 2012 - March 2012
Harvey and Company May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Investment Banking, Project Management, PowerPoint, Capital IQ, Microsoft Office, Data Analysis, Valuation, Information Technology, Investments
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Mission San Jose High School 2006 — 2010
High School Diploma
Audie Wibowo Audie Wibowo's Credit Suisse Experience June 2014 - July 2014
Job Student at University of California, Los Angeles
Industry
Experience
Credit Suisse June 2014 - July 2014
Robert Wang & Woo LLP August 2013 - September 2013
Credit Suisse July 2012 - August 2012
Skills
Editing, Adobe Creative Suite
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.) in Business Economics and International Development Studies
Jakarta International School 2000 — 2012
Credit Suisse June 2014 - July 2014
Robert Wang & Woo LLP August 2013 - September 2013
Credit Suisse July 2012 - August 2012
Skills
Editing, Adobe Creative Suite
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.) in Business Economics and International Development Studies
Jakarta International School 2000 — 2012
Suzanne Landen Suzanne Landen's Credit Suisse Experience 1994 - 1995
Job Head of Global HR Data Analytics
Industry Financial Services
Experience
State Street April 2015 - Present
Sun Life Financial September 2013 - April 2015
OneWest Bank, FSB 2009 - 2013
Indymac Bank October 2004 - April 2009
Countrywide Financial Corp (now Bank of America) 2002 - 2004
AXA Financial 2001 - 2002
G & A Trading Company 1998 - 2001
Credit Suisse 1994 - 1995
Skills
Base Compensation..., Variable Compensation, Employee Classification, Employment Law, Legal Compliance, Deferred Compensation, Financial Modeling, Analytics, HRIS, PeopleSoft, Process Improvement, Performance Management, Payroll, Workforce Planning, Policy, Strategic Planning, Leadership Development, Onboarding, Vendor Management, Change Management, Employee Relations, Compensation & Benefit, Human Resources, Training, Talent Management, Management, Leadership, Business Process..., Analysis, Personnel Management, Finance, Risk Management
Education
University of Melbourne
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
UCLA
Foreign Exchange Program, Economics/Finance
State Street April 2015 - Present
Sun Life Financial September 2013 - April 2015
OneWest Bank, FSB 2009 - 2013
Indymac Bank October 2004 - April 2009
Countrywide Financial Corp (now Bank of America) 2002 - 2004
AXA Financial 2001 - 2002
G & A Trading Company 1998 - 2001
Credit Suisse 1994 - 1995
Skills
Base Compensation..., Variable Compensation, Employee Classification, Employment Law, Legal Compliance, Deferred Compensation, Financial Modeling, Analytics, HRIS, PeopleSoft, Process Improvement, Performance Management, Payroll, Workforce Planning, Policy, Strategic Planning, Leadership Development, Onboarding, Vendor Management, Change Management, Employee Relations, Compensation & Benefit, Human Resources, Training, Talent Management, Management, Leadership, Business Process..., Analysis, Personnel Management, Finance, Risk Management
Education
University of Melbourne
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
UCLA
Foreign Exchange Program, Economics/Finance
Scott Palkoski Scott Palkoski's Credit Suisse Experience 2015 - Present
Job VP Head of Equity Corporate Finance, West Coast at Credit Suisse
Industry Banking
Experience
Credit Suisse 2015 - Present
Credit Suisse 2006 - Present
Skills
Finance, Investment Banking, Financial Modeling, Financial Analysis, Technology, Internet, Clean Technology, IPO, Equity Capital Markets, Corporate Development, Bonds, Due Diligence, Mergers & Acquisitions, M&A execution, Capital Raising, Corporate Finance, Mergers, Start-ups, Strategy, Venture Capital
Education
University of California, Berkeley, Haas School of Business 2005 — 2007
Credit Suisse 2015 - Present
Credit Suisse 2006 - Present
Skills
Finance, Investment Banking, Financial Modeling, Financial Analysis, Technology, Internet, Clean Technology, IPO, Equity Capital Markets, Corporate Development, Bonds, Due Diligence, Mergers & Acquisitions, M&A execution, Capital Raising, Corporate Finance, Mergers, Start-ups, Strategy, Venture Capital
Education
University of California, Berkeley, Haas School of Business 2005 — 2007
Sandra Wong Sandra Wong's Credit Suisse Experience July 2014 - Present
Job IB Analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Miracle Mile Advisors October 2012 - March 2013
KPMG June 2012 - August 2012
Radiance International June 2008 - August 2012
UCLA Student Accounting Society December 2010 - June 2012
Freedom and Fashion June 2010 - December 2010
Skills
Accounting, Financial Analysis, Microsoft Excel, US GAAP, Financial Accounting, Auditing, General Ledger, Microsoft Office, Financial Statements, PowerPoint, Market Research, Sarbanes-Oxley Act, Strategic Planning, SEC filings, Time Management, Analysis, Research, Valuation, Social Media, Human Resources, Business Analysis, Microsoft Word, Nonprofits, IFRS, Mergers & Acquisitions, Event Management, Team Leadership, Customer Service, Spanish, Economics, Business Strategy, Budgets, Public Speaking, Project Management, Leadership, Teamwork, Internal Controls, Due Diligence, SAP, Data Analysis, Corporate Finance, English, Outlook, External Audit, Project Planning, Finance, Office Administration, Data Entry, Management, Payroll
Education
UCLA 2009 — 2014
Bachelor's Degree, Business Economics, Minor in Accounting
Arcadia High School
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Miracle Mile Advisors October 2012 - March 2013
KPMG June 2012 - August 2012
Radiance International June 2008 - August 2012
UCLA Student Accounting Society December 2010 - June 2012
Freedom and Fashion June 2010 - December 2010
Skills
Accounting, Financial Analysis, Microsoft Excel, US GAAP, Financial Accounting, Auditing, General Ledger, Microsoft Office, Financial Statements, PowerPoint, Market Research, Sarbanes-Oxley Act, Strategic Planning, SEC filings, Time Management, Analysis, Research, Valuation, Social Media, Human Resources, Business Analysis, Microsoft Word, Nonprofits, IFRS, Mergers & Acquisitions, Event Management, Team Leadership, Customer Service, Spanish, Economics, Business Strategy, Budgets, Public Speaking, Project Management, Leadership, Teamwork, Internal Controls, Due Diligence, SAP, Data Analysis, Corporate Finance, English, Outlook, External Audit, Project Planning, Finance, Office Administration, Data Entry, Management, Payroll
Education
UCLA 2009 — 2014
Bachelor's Degree, Business Economics, Minor in Accounting
Arcadia High School
Kristen (Kristen Dolan) Kennedy Kristen (Kristen Dolan) Kennedy's Credit Suisse Experience January 2004 - March 2008
Job Landscape Designer at ComstockLA
Industry Design
Experience
ComstockLA February 2015 - Present
GreenTree Landscaping, Inc. March 2014 - February 2015
X-Ray Dog Music, Inc. January 2009 - March 2014
Credit Suisse January 2004 - March 2008
Ghost House Mobile 2008 - 2008
Houlihan Lokey 2008 - 2008
Warner Bros. Pictures 2001 - 2002
Columbia Pictures 2000 - 2001
Digital Planet 1998 - 2000
Fattal Collins 1995 - 1998
Skills
InDesign, Photoshop, Adobe Creative Suite, Illustrator, Concept Design, AutoCAD, Adobe Acrobat, Graphics, Sustainability, Mac, Social Media, Graphic Design, Digital Photography, Creative Direction, Landscape Design, Photography, Creative Writing, Microsoft Office, Editing, Mac & PC platforms
Education
University of California, Los Angeles 2009 — 2013
Candidate for Certificate, Landscape Architecture
University of California, Santa Barbara 1990 — 1994
Bachelor of Science (BS), Film/Cinema/Video Studies
ComstockLA February 2015 - Present
GreenTree Landscaping, Inc. March 2014 - February 2015
X-Ray Dog Music, Inc. January 2009 - March 2014
Credit Suisse January 2004 - March 2008
Ghost House Mobile 2008 - 2008
Houlihan Lokey 2008 - 2008
Warner Bros. Pictures 2001 - 2002
Columbia Pictures 2000 - 2001
Digital Planet 1998 - 2000
Fattal Collins 1995 - 1998
Skills
InDesign, Photoshop, Adobe Creative Suite, Illustrator, Concept Design, AutoCAD, Adobe Acrobat, Graphics, Sustainability, Mac, Social Media, Graphic Design, Digital Photography, Creative Direction, Landscape Design, Photography, Creative Writing, Microsoft Office, Editing, Mac & PC platforms
Education
University of California, Los Angeles 2009 — 2013
Candidate for Certificate, Landscape Architecture
University of California, Santa Barbara 1990 — 1994
Bachelor of Science (BS), Film/Cinema/Video Studies
Lifei Wu's Credit Suisse Experience July 2012 - August 2012
Job Student at University of California, Berkeley
Industry Accounting
Experience
PwC June 2014 - August 2014
Credit Suisse July 2012 - August 2012
Skills
Microsoft Office, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, 数据分析
Education
Washington University in St. Louis - Olin Business School 2015 — 2016
Master’s Degree, Accounting
University of California, Berkeley 2011 — 2015
PwC June 2014 - August 2014
Credit Suisse July 2012 - August 2012
Skills
Microsoft Office, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, 数据分析
Education
Washington University in St. Louis - Olin Business School 2015 — 2016
Master’s Degree, Accounting
University of California, Berkeley 2011 — 2015
Pia Mishra's Credit Suisse Experience June 2014 - August 2014
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Credit Suisse June 2014 - August 2014
Deloitte June 2013 - August 2013
Cisco Systems May 2012 - June 2012
Stanford University Medical Center July 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Facebook, Microsoft Word, Photoshop, Social Media Marketing, Marketing
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Bachelor of Science (BS), Business Administration, Magna Cum Laude
Goldman Sachs July 2015 - Present
Credit Suisse June 2014 - August 2014
Deloitte June 2013 - August 2013
Cisco Systems May 2012 - June 2012
Stanford University Medical Center July 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Facebook, Microsoft Word, Photoshop, Social Media Marketing, Marketing
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Bachelor of Science (BS), Business Administration, Magna Cum Laude
Bronte Golick Bronte Golick's Credit Suisse Experience July 2015 - Present
Job Student at University of California, Los Angeles
Industry
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
AXA Advisors March 2013 - June 2013
fad io September 2012 - November 2012
Skills
Data Analysis, PowerPoint, Social Media, Customer Service, Accounting, Social Media Marketing, Tutoring, Microsoft Excel, Financial Modeling, Financial Analysis
Education
University of California, Los Angeles 2011 — 2015
B.A., Economics
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
AXA Advisors March 2013 - June 2013
fad io September 2012 - November 2012
Skills
Data Analysis, PowerPoint, Social Media, Customer Service, Accounting, Social Media Marketing, Tutoring, Microsoft Excel, Financial Modeling, Financial Analysis
Education
University of California, Los Angeles 2011 — 2015
B.A., Economics
Ron Mass, CFA Ron Mass, CFA's Credit Suisse Experience July 1987 - December 1990
Job Managing Partner, Almitas Capital
Industry Investment Management
Experience
Almitas Capital June 2012 - Present
Western Asset Management January 1991 - June 2012
Credit Suisse July 1987 - December 1990
Skills
Board of Directors -..., Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Equities, Bloomberg, Investments, Bonds
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics / Business
Almitas Capital June 2012 - Present
Western Asset Management January 1991 - June 2012
Credit Suisse July 1987 - December 1990
Skills
Board of Directors -..., Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Equities, Bloomberg, Investments, Bonds
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics / Business
Surejdip Sembiring Surejdip Sembiring's Credit Suisse Experience June 2010 - August 2010
Job Private Equity Associate at The Riverside Company
Industry Venture Capital & Private Equity
Experience
The Riverside Company August 2013 - Present
Harris Williams & Co. June 2011 - July 2013
Credit Suisse June 2010 - August 2010
Viant Group, LLC July 2009 - September 2009
Regency Capital Partners September 2008 - December 2008
Westbridge Properties September 2008 - December 2008
The Small Bin Rental Co. September 2005 - June 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S., Business Administration
Cleveland High School 2003 — 2007
The Riverside Company August 2013 - Present
Harris Williams & Co. June 2011 - July 2013
Credit Suisse June 2010 - August 2010
Viant Group, LLC July 2009 - September 2009
Regency Capital Partners September 2008 - December 2008
Westbridge Properties September 2008 - December 2008
The Small Bin Rental Co. September 2005 - June 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S., Business Administration
Cleveland High School 2003 — 2007
Trent Walker Trent Walker's Credit Suisse Experience 1999 - 2007
Job Managing Director at MSCI Inc.
Industry Investment Banking
Experience
MSCI Inc. April 2014 - Present
Barclays Capital April 2010 - April 2014
BlueCrest Capital Management, LLP October 2008 - April 2010
Credit Suisse 1999 - 2007
Skills
Fixed Income, Risk Management, Financial Technology, Product Development, Application Architecture, Enterprise Architecture, Quantitative Analytics, Programming, Program Management
Education
University of California, Berkeley 1991 — 1996
PhD, Mathematics
University of California, San Diego 1989 — 1991
B.S., Mathematics
MSCI Inc. April 2014 - Present
Barclays Capital April 2010 - April 2014
BlueCrest Capital Management, LLP October 2008 - April 2010
Credit Suisse 1999 - 2007
Skills
Fixed Income, Risk Management, Financial Technology, Product Development, Application Architecture, Enterprise Architecture, Quantitative Analytics, Programming, Program Management
Education
University of California, Berkeley 1991 — 1996
PhD, Mathematics
University of California, San Diego 1989 — 1991
B.S., Mathematics
Christopher Kae's Credit Suisse Experience June 2008 - August 2008
Job Business Development at Chute
Industry Internet
Experience
Chute June 2013 - Present
TrialPay (acquired by Visa) July 2010 - June 2013
Wells Fargo June 2009 - June 2010
Credit Suisse June 2008 - August 2008
Skills
Strategic Partnerships, Business Development, Analytics, Start-ups, Competitive Analysis, Market Research, Corporate Development, Business Strategy, Social Media, E-commerce, Account Management, Entrepreneurship, Product Management, Social Media Marketing, Integrated Marketing, Email Marketing, Financial Analysis, Enterprise Solution..., Enterprise Software
Education
University of California, Berkeley, Haas School of Business 2005 — 2008
B.S., Business Administration (with Honors)
Chute June 2013 - Present
TrialPay (acquired by Visa) July 2010 - June 2013
Wells Fargo June 2009 - June 2010
Credit Suisse June 2008 - August 2008
Skills
Strategic Partnerships, Business Development, Analytics, Start-ups, Competitive Analysis, Market Research, Corporate Development, Business Strategy, Social Media, E-commerce, Account Management, Entrepreneurship, Product Management, Social Media Marketing, Integrated Marketing, Email Marketing, Financial Analysis, Enterprise Solution..., Enterprise Software
Education
University of California, Berkeley, Haas School of Business 2005 — 2008
B.S., Business Administration (with Honors)
Roya Razaghian's Credit Suisse Experience 2011 - 2015
Job Design and deliver on enterprise, high quality IT programs
Industry Financial Services
Experience
Credit Suisse 2011 - 2015
Credit Suisse 2007 - 2011
Citi 2005 - 2007
JPMorgan Chase & Co. 2002 - 2005
J.P. Morgan 2000 - 2002
Skills
Leadership, Technology Information..., Operational Risk..., Simple Business Process..., Simple IT Tooling..., Talent Planning,..., Business Analysis, Management, Strategy, Finance, Investment Banking, Vendor Management, SDLC, IT Strategy, Enterprise Architecture, Requirements Analysis, Banking
Education
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.) with Honors
Credit Suisse 2011 - 2015
Credit Suisse 2007 - 2011
Citi 2005 - 2007
JPMorgan Chase & Co. 2002 - 2005
J.P. Morgan 2000 - 2002
Skills
Leadership, Technology Information..., Operational Risk..., Simple Business Process..., Simple IT Tooling..., Talent Planning,..., Business Analysis, Management, Strategy, Finance, Investment Banking, Vendor Management, SDLC, IT Strategy, Enterprise Architecture, Requirements Analysis, Banking
Education
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.) with Honors
Joanne Zhong Joanne Zhong's Credit Suisse Experience August 2005 - Present
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse August 2005 - Present
Random House June 2000 - December 2002
Skills
Venture Capital, Investment Banking, Private Banking, Marketing Strategy, Marketing, Financial Modeling, Wealth Management...
Education
University of California, Berkeley 2003 — 2005
MA, Asian Studies
University of California, San Diego 1997 — 2000
BA, History, Economics
Credit Suisse August 2005 - Present
Random House June 2000 - December 2002
Skills
Venture Capital, Investment Banking, Private Banking, Marketing Strategy, Marketing, Financial Modeling, Wealth Management...
Education
University of California, Berkeley 2003 — 2005
MA, Asian Studies
University of California, San Diego 1997 — 2000
BA, History, Economics
Charles See Charles See's Credit Suisse Experience June 2014 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2014 - Present
Kiva.org December 2013 - April 2014
Credit Suisse May 2013 - August 2013
Wells Fargo Securities May 2012 - August 2012
U.S. House of Representatives May 2010 - August 2010
Skills
Valuation, Mergers & Acquisitions, DCF Valuation, Leveraged Finance, LBO, Accounting, Investment Banking, Microsoft Excel, Financial Modeling, Capital Markets, Swag, Portfolio Management, Structured Finance, Corporate Finance, Financial Analysis, Data Analysis
Education
UC Berkeley
Bachelor of Science, Business Administration. Minor in History.
Credit Suisse June 2014 - Present
Kiva.org December 2013 - April 2014
Credit Suisse May 2013 - August 2013
Wells Fargo Securities May 2012 - August 2012
U.S. House of Representatives May 2010 - August 2010
Skills
Valuation, Mergers & Acquisitions, DCF Valuation, Leveraged Finance, LBO, Accounting, Investment Banking, Microsoft Excel, Financial Modeling, Capital Markets, Swag, Portfolio Management, Structured Finance, Corporate Finance, Financial Analysis, Data Analysis
Education
UC Berkeley
Bachelor of Science, Business Administration. Minor in History.
Jeffrey Hufford, Esq. Jeffrey Hufford, Esq.'s Credit Suisse Experience May 2008 - September 2008
Job Deputy District Attorney at Los Angeles County District Attorney's Office
Industry Law Practice
Experience
Los Angeles County District Attorney's Office January 2013 - Present
D'Egidio Licari & Townsend, LLP November 2011 - January 2013
San Diego District Attorney's Office August 2010 - August 2011
BoJam Inc May 2009 - August 2010
Boulder District Attorney May 2007 - May 2009
Credit Suisse May 2008 - September 2008
Morgan Stanley June 2005 - May 2006
Skills
Financial Management, Financial Advisory, Estate Planning, Bankruptcy, Licensing, Securities, Civil Litigation, Lease Negotiations, Commercial Real Estate, Business Development, Creditors' Rights, Series 7
Education
University of Colorado School of Law 2006 — 2009
Juris Doctorate, Law
University of California, Irvine 2001 — 2005
Bachelor Degree, Political Science, Economcis
Chaminade College Preparatory 1997 — 2001
General Education, High School
Los Angeles County District Attorney's Office January 2013 - Present
D'Egidio Licari & Townsend, LLP November 2011 - January 2013
San Diego District Attorney's Office August 2010 - August 2011
BoJam Inc May 2009 - August 2010
Boulder District Attorney May 2007 - May 2009
Credit Suisse May 2008 - September 2008
Morgan Stanley June 2005 - May 2006
Skills
Financial Management, Financial Advisory, Estate Planning, Bankruptcy, Licensing, Securities, Civil Litigation, Lease Negotiations, Commercial Real Estate, Business Development, Creditors' Rights, Series 7
Education
University of Colorado School of Law 2006 — 2009
Juris Doctorate, Law
University of California, Irvine 2001 — 2005
Bachelor Degree, Political Science, Economcis
Chaminade College Preparatory 1997 — 2001
General Education, High School
Matt Johnson Matt Johnson's Credit Suisse Experience July 2013 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
Berkeley Finance Club September 2012 - May 2014
Credit Suisse June 2013 - August 2013
Harvey & Company LLC June 2012 - June 2012
Skills
PowerPoint, Word, Excel, Research, Typing, Microsoft Office, Customer Service, Access, Public Speaking, Customer Relations, English, Social Networking, Facebook, Writing, Fundraising, Coaching, Team Leadership, Calculus, Microsoft Excel, Sales, Event Planning, Analysis, Financial Modeling, Financial Statement..., Data Analysis, Swag
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Bachelor's of Science (B.S.), Business Administration, Senior
Marina High School 2006 — 2010
Diploma
Credit Suisse July 2013 - Present
Berkeley Finance Club September 2012 - May 2014
Credit Suisse June 2013 - August 2013
Harvey & Company LLC June 2012 - June 2012
Skills
PowerPoint, Word, Excel, Research, Typing, Microsoft Office, Customer Service, Access, Public Speaking, Customer Relations, English, Social Networking, Facebook, Writing, Fundraising, Coaching, Team Leadership, Calculus, Microsoft Excel, Sales, Event Planning, Analysis, Financial Modeling, Financial Statement..., Data Analysis, Swag
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Bachelor's of Science (B.S.), Business Administration, Senior
Marina High School 2006 — 2010
Diploma
Nikita Maheshwari's Credit Suisse Experience June 2010 - August 2010
Job Product Marketing Manager at Nutanix
Industry Management Consulting
Experience
Nutanix August 2013 - Present
McKinsey & Company October 2011 - July 2013
Credit Suisse June 2010 - August 2010
Berkeley Consulting September 2008 - May 2010
Deloitte Consulting June 2009 - September 2009
Skills
Management Consulting, Market Research, Growth Strategies, Competitive Analysis, Financial Modeling, Business Strategy, Data Analysis, Entrepreneurship, Strategy, Economics, Business Analysis, Business Analytics, Start-ups, PMO, Due Diligence
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (BS), Business Administration
University of California, Berkeley
BA, Economics
Nutanix August 2013 - Present
McKinsey & Company October 2011 - July 2013
Credit Suisse June 2010 - August 2010
Berkeley Consulting September 2008 - May 2010
Deloitte Consulting June 2009 - September 2009
Skills
Management Consulting, Market Research, Growth Strategies, Competitive Analysis, Financial Modeling, Business Strategy, Data Analysis, Entrepreneurship, Strategy, Economics, Business Analysis, Business Analytics, Start-ups, PMO, Due Diligence
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (BS), Business Administration
University of California, Berkeley
BA, Economics
Calvin Fong Calvin Fong's Credit Suisse Experience January 2014 - Present
Job Business Analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse January 2014 - Present
The Music Tailors 2007 - Present
Oly Studio April 2012 - January 2014
TRI Commercial May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Research, PowerPoint, Social Media, Public Speaking
Education
University of California, Berkeley 2009 — 2013
Political Economy
Alameda High School 2005 — 2009
Credit Suisse January 2014 - Present
The Music Tailors 2007 - Present
Oly Studio April 2012 - January 2014
TRI Commercial May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Research, PowerPoint, Social Media, Public Speaking
Education
University of California, Berkeley 2009 — 2013
Political Economy
Alameda High School 2005 — 2009
Douglas Rohrer Douglas Rohrer's Credit Suisse Experience March 2006 - April 2008
Job Hospitality Sector Investment & Capital Markets
Industry Real Estate
Experience
Omotenashi Hotels by Plan Do See, Inc May 2014 - Present
ARHospitality Capital April 2013 - Present
Aberdeen Realty Holdings Ltd. August 2011 - April 2013
Citadel Securities March 2010 - August 2011
Institutional Credit Partners November 2009 - March 2010
Aberdeen Realty Holdings Ltd. April 2008 - October 2009
Credit Suisse March 2006 - April 2008
Sidley Austin September 2004 - November 2006
Squire Sanders March 2002 - October 2004
Transamerica 1998 - 1999
Education
CORNELL UNIVERSITY, SCHOOL OF HOTEL ADMINISTRATION 2014 — 2014
Hotel Real Estate Investment & Asset Management Post Graduate Program
University of California, Hastings College of the Law 1999 — 2001
JD, Intl. Business Transactions
UC Santa Barbara 1992 — 1996
BA, Philosophy
Omotenashi Hotels by Plan Do See, Inc May 2014 - Present
ARHospitality Capital April 2013 - Present
Aberdeen Realty Holdings Ltd. August 2011 - April 2013
Citadel Securities March 2010 - August 2011
Institutional Credit Partners November 2009 - March 2010
Aberdeen Realty Holdings Ltd. April 2008 - October 2009
Credit Suisse March 2006 - April 2008
Sidley Austin September 2004 - November 2006
Squire Sanders March 2002 - October 2004
Transamerica 1998 - 1999
Education
CORNELL UNIVERSITY, SCHOOL OF HOTEL ADMINISTRATION 2014 — 2014
Hotel Real Estate Investment & Asset Management Post Graduate Program
University of California, Hastings College of the Law 1999 — 2001
JD, Intl. Business Transactions
UC Santa Barbara 1992 — 1996
BA, Philosophy
Bryan Hodges Bryan Hodges's Credit Suisse Experience January 2007 - May 2012
Job Vice President at Deutsche Bank
Industry Banking
Experience
Deutsche Bank May 2012 - Present
Credit Suisse January 2007 - May 2012
Skills
Private Equity, Credit Derivatives, Valuation, Structured Products, Investments, Financial Modeling
Education
University of California, Davis
Bachelor of Science, Managerial Economics, Communication
Deutsche Bank May 2012 - Present
Credit Suisse January 2007 - May 2012
Skills
Private Equity, Credit Derivatives, Valuation, Structured Products, Investments, Financial Modeling
Education
University of California, Davis
Bachelor of Science, Managerial Economics, Communication
Bill Borden Bill Borden's Credit Suisse Experience February 2001 - November 2008
Job UBS Private Wealth Management
Industry Financial Services
Cindy Law Cindy Law's Credit Suisse Experience July 2012 - Present
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2012 - Present
Wharton Social Venture Fund May 2011 - May 2012
Credit Suisse June 2011 - August 2011
Archstone Consulting September 2006 - April 2010
Pro Mujer International March 2008 - May 2008
Skills
Financial Modeling, Management Consulting, Strategy, Business Process..., Business Strategy, Investment Banking
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance, Entrepreneurial Management
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
BA, BS, Business Administration, Psychology
Credit Suisse July 2012 - Present
Wharton Social Venture Fund May 2011 - May 2012
Credit Suisse June 2011 - August 2011
Archstone Consulting September 2006 - April 2010
Pro Mujer International March 2008 - May 2008
Skills
Financial Modeling, Management Consulting, Strategy, Business Process..., Business Strategy, Investment Banking
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance, Entrepreneurial Management
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
BA, BS, Business Administration, Psychology
Gaurav Agrawal Gaurav Agrawal's Credit Suisse Experience 2003 - 2008
Job Experienced Strategic Finance Professional
Industry Education Management
Experience
Lyft September 2012 - July 2013
Altius Education 2010 - 2012
Credit Suisse 2003 - 2008
Jefferies & Company (Broadview International) 2000 - 2002
Skills
Venture Capital, Financial Modeling, Start-ups, Business Strategy, Corporate Development, Entrepreneurship, Business Development, Strategic Planning, Corporate Finance, Project Management, Product Management, Financial Analysis, Strategic Partnerships, Financial Reporting, Sales Operations, Mergers & Acquisitions, Management, Leadership, Mobile Devices, Business Planning, Private Equity
Education
University of California, Berkeley 1997 — 2001
BS, Business Administration
Arcadia High School 1994 — 1997
Lyft September 2012 - July 2013
Altius Education 2010 - 2012
Credit Suisse 2003 - 2008
Jefferies & Company (Broadview International) 2000 - 2002
Skills
Venture Capital, Financial Modeling, Start-ups, Business Strategy, Corporate Development, Entrepreneurship, Business Development, Strategic Planning, Corporate Finance, Project Management, Product Management, Financial Analysis, Strategic Partnerships, Financial Reporting, Sales Operations, Mergers & Acquisitions, Management, Leadership, Mobile Devices, Business Planning, Private Equity
Education
University of California, Berkeley 1997 — 2001
BS, Business Administration
Arcadia High School 1994 — 1997
Jeff Wimbish Jeff Wimbish's Credit Suisse Experience 1995 - 1999
Job Managing Partner at Kensington Investment Counsel
Industry Investment Management
Experience
Kensington Investment Counsel October 1999 - Present
Credit Suisse 1995 - 1999
Union Bank July 1993 - July 1995
Education
UCLA 1988 — 1993
BA, Economics
Kensington Investment Counsel October 1999 - Present
Credit Suisse 1995 - 1999
Union Bank July 1993 - July 1995
Education
UCLA 1988 — 1993
BA, Economics
Eleanor Yung Eleanor Yung's Credit Suisse Experience January 2012 - September 2014
Job Director at BNP Paribas
Industry Banking
Experience
BNP Paribas October 2014 - Present
Credit Suisse January 2012 - September 2014
Goldman Sachs June 2007 - January 2012
KPMG June 2000 - May 2007
Skills
Financial Services, Strategy, Strategic Planning, Budgets, Risk Management, Due Diligence, Management Consulting, Business Process..., Business Strategy, Operational Risk..., Process Improvement, Project Management, Analysis, Asset Management, Capital Markets, Change Management, Corporate Finance, Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Project Planning, Securities, Valuation
Education
University of California, Berkeley
Walter A. Haas School of Business
BNP Paribas October 2014 - Present
Credit Suisse January 2012 - September 2014
Goldman Sachs June 2007 - January 2012
KPMG June 2000 - May 2007
Skills
Financial Services, Strategy, Strategic Planning, Budgets, Risk Management, Due Diligence, Management Consulting, Business Process..., Business Strategy, Operational Risk..., Process Improvement, Project Management, Analysis, Asset Management, Capital Markets, Change Management, Corporate Finance, Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Project Planning, Securities, Valuation
Education
University of California, Berkeley
Walter A. Haas School of Business
Maggie Durkin Maggie Durkin's Credit Suisse Experience October 2013 - Present
Job IBD Campus Recruiter
Industry Banking
Experience
Credit Suisse October 2013 - Present
Credit Suisse August 2012 - August 2013
Big Bear Sports Ranch June 2008 - July 2012
Skills
Website Design, Microsoft Office, PowerPoint, Mac, Excel, Social Media, Writing, Word, English, Event Planning, Management, SPSS, Microsoft Word, Microsoft Excel, Outlook, Public Relations, Social Media Marketing, Human Resources, Facebook, Spanish, Time Management, Public Speaking, Leadership, Data Analysis, Teamwork, Editing, Customer Service, International Relations, Windows, Data Entry, Social Networking, Research, Recruiting, Web Design
Education
St Mary's University College, Twickenham, UK 2012 — 2013
Post Graduate Certificate, International Business
University of California, Irvine 2008 — 2012
Batchelor of Arts, International Studies
Palm Desert High School 2004 — 2008
High School Diploma
Credit Suisse October 2013 - Present
Credit Suisse August 2012 - August 2013
Big Bear Sports Ranch June 2008 - July 2012
Skills
Website Design, Microsoft Office, PowerPoint, Mac, Excel, Social Media, Writing, Word, English, Event Planning, Management, SPSS, Microsoft Word, Microsoft Excel, Outlook, Public Relations, Social Media Marketing, Human Resources, Facebook, Spanish, Time Management, Public Speaking, Leadership, Data Analysis, Teamwork, Editing, Customer Service, International Relations, Windows, Data Entry, Social Networking, Research, Recruiting, Web Design
Education
St Mary's University College, Twickenham, UK 2012 — 2013
Post Graduate Certificate, International Business
University of California, Irvine 2008 — 2012
Batchelor of Arts, International Studies
Palm Desert High School 2004 — 2008
High School Diploma
Esther Quijano Esther Quijano's Credit Suisse Experience July 1995 - August 2010
Job Executive Assistant at Triton Media Group
Industry Marketing and Advertising
Experience
Triton Media Group February 2012 - Present
Credit Suisse July 1995 - August 2010
Leo Burnett October 1988 - April 1994
Skills
Bilingual - Spanish, Type 80 wpm, Microsoft Office, Microsoft Excel, PowerPoint, Advertising, Administrative..., Social Networking, Recruiting, Human Resources, Event Planning, Marketing, Leadership, Customer Service, Social Media, Research, Management
Education
UCLA 1999 — 2000
Human Resources Development
Triton Media Group February 2012 - Present
Credit Suisse July 1995 - August 2010
Leo Burnett October 1988 - April 1994
Skills
Bilingual - Spanish, Type 80 wpm, Microsoft Office, Microsoft Excel, PowerPoint, Advertising, Administrative..., Social Networking, Recruiting, Human Resources, Event Planning, Marketing, Leadership, Customer Service, Social Media, Research, Management
Education
UCLA 1999 — 2000
Human Resources Development
Brian Baker Brian Baker's Credit Suisse Experience July 2007 - June 2008
Job Director at CIBC
Industry Commercial Real Estate
Experience
CIBC November 2013 - Present
Centerline Capital Group April 2011 - October 2013
FDIC September 2010 - April 2011
FDIC October 2009 - September 2010
FDIC February 2009 - October 2009
Davis Partners, LLC July 2008 - October 2008
Credit Suisse July 2007 - June 2008
LaSalle Bank May 2006 - June 2007
Fitch Ratings June 2004 - May 2006
Skills
Asset Managment, Loans, Underwriting, Credit, Disposition, Commercial Lending, Cash Flow, Real Estate Economics, Valuation, Financial Modeling, Portfolio Management, Due Diligence, Financial Analysis, Real Estate, Structured Finance, Loan Origination, Asset Management, Investment Banking
Education
University of California, Irvine 2012 — 2014
Master of Business Administration (M.B.A.), Real Estate Finance
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science, Business Administration
CIBC November 2013 - Present
Centerline Capital Group April 2011 - October 2013
FDIC September 2010 - April 2011
FDIC October 2009 - September 2010
FDIC February 2009 - October 2009
Davis Partners, LLC July 2008 - October 2008
Credit Suisse July 2007 - June 2008
LaSalle Bank May 2006 - June 2007
Fitch Ratings June 2004 - May 2006
Skills
Asset Managment, Loans, Underwriting, Credit, Disposition, Commercial Lending, Cash Flow, Real Estate Economics, Valuation, Financial Modeling, Portfolio Management, Due Diligence, Financial Analysis, Real Estate, Structured Finance, Loan Origination, Asset Management, Investment Banking
Education
University of California, Irvine 2012 — 2014
Master of Business Administration (M.B.A.), Real Estate Finance
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science, Business Administration
Alan Chalek Alan Chalek's Credit Suisse Experience February 2007 - August 2010
Job Portfolio Manager at Artorius Management
Industry Investment Banking
Experience
Artorius Management June 2011 - Present
Credit Suisse February 2007 - August 2010
UBS Investment Bank March 1985 - March 2005
Skills
Derivatives, Fixed Income, Hedge Funds, Options, Valuation, Risk Management, Portfolio Management, Credit Derivatives, Equities, Financial Risk, Securities, Capital Markets, Bloomberg, Investments
Education
University of California, Los Angeles 1971 — 1975
MS, Control Systems
Artorius Management June 2011 - Present
Credit Suisse February 2007 - August 2010
UBS Investment Bank March 1985 - March 2005
Skills
Derivatives, Fixed Income, Hedge Funds, Options, Valuation, Risk Management, Portfolio Management, Credit Derivatives, Equities, Financial Risk, Securities, Capital Markets, Bloomberg, Investments
Education
University of California, Los Angeles 1971 — 1975
MS, Control Systems
Alissa Finerman Alissa Finerman's Credit Suisse Experience 1998 - 2002
Job Founder and CEO, Finerman Living LLC
Industry Professional Training & Coaching
Experience
Finerman Living LLC January 2007 - Present
Finerman Living LLC 2007 - Present
Guggenheim Partners 2005 - 2007
IPC Information Systems 2003 - 2005
Credit Suisse 1998 - 2002
Women's Professional Tennis Tour 1989 - 1991
Skills
Executive Coaching, Business Strategy, Leadership, Public Speaking, Coaching, Mergers, Published Author, Training, Marketing, Sales, Entrepreneurship, Strategy, Finance, Start-ups, Investments, Team Building
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
University of California, Berkeley 1985 — 1989
B.A
Scarsdale High School
Finerman Living LLC January 2007 - Present
Finerman Living LLC 2007 - Present
Guggenheim Partners 2005 - 2007
IPC Information Systems 2003 - 2005
Credit Suisse 1998 - 2002
Women's Professional Tennis Tour 1989 - 1991
Skills
Executive Coaching, Business Strategy, Leadership, Public Speaking, Coaching, Mergers, Published Author, Training, Marketing, Sales, Entrepreneurship, Strategy, Finance, Start-ups, Investments, Team Building
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
University of California, Berkeley 1985 — 1989
B.A
Scarsdale High School
Roseann Zhong's Credit Suisse Experience July 2014 - May 2015
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2015 - Present
Credit Suisse July 2014 - May 2015
Amgen June 2014 - July 2014
UC Berkeley August 2010 - December 2013
Credit Suisse June 2013 - August 2013
Serent Capital January 2012 - May 2012
Campus Entertainment, LLC September 2011 - October 2011
Merrill Lynch June 2011 - August 2011
Associated Students of University of California September 2010 - May 2011
Skills
Excel, Microsoft Office, Photoshop, PowerPoint, Research, Financial Modeling, Microsoft Excel, Microsoft Word, Financial Analysis, Data Analysis, Investments, Economics, Investment Banking, Access
Education
University of California, Berkeley 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Goldman Sachs June 2015 - Present
Credit Suisse July 2014 - May 2015
Amgen June 2014 - July 2014
UC Berkeley August 2010 - December 2013
Credit Suisse June 2013 - August 2013
Serent Capital January 2012 - May 2012
Campus Entertainment, LLC September 2011 - October 2011
Merrill Lynch June 2011 - August 2011
Associated Students of University of California September 2010 - May 2011
Skills
Excel, Microsoft Office, Photoshop, PowerPoint, Research, Financial Modeling, Microsoft Excel, Microsoft Word, Financial Analysis, Data Analysis, Investments, Economics, Investment Banking, Access
Education
University of California, Berkeley 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Dmitry Reznikov Dmitry Reznikov's Credit Suisse Experience 2004 - 2005
Job Risk and investment strategy professional
Industry Investment Management
Experience
Neuberger Berman December 2013 - Present
Cutwater Asset Management February 2012 - September 2013
UBP Asset Management 2009 - 2011
Fortress Investment Group 2007 - 2008
Credit Suisse 2004 - 2005
DIR Consulting, Inc. 2001 - 2004
Cisco Systems 1999 - 2001
Data General 1997 - 1999
Skills
Risk Management, Quantitative Analysis, Hedge Funds, Fund Of Funds, Python, SQL, Portfolio Management, Financial Risk, Quantitative Investing, Bloomberg, Fixed Income, Performance Attribution, Asset Allocation, Bonds, Structured Products, MBS, Global Macro, Monte Carlo Simulation, Market Risk, VAR, Quantitative Analytics, Derivatives, C#, .NET, IronPython, Microsoft SQL Server, SQLite, ORM Tools, Multithreaded..., Cygwin, Bash, Finance, Alternative Investments, Quantitative Finance, Equities, Asset Management, Mutual Funds, Investment Strategies, Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2006
MS
Brandeis University
BA.
Neuberger Berman December 2013 - Present
Cutwater Asset Management February 2012 - September 2013
UBP Asset Management 2009 - 2011
Fortress Investment Group 2007 - 2008
Credit Suisse 2004 - 2005
DIR Consulting, Inc. 2001 - 2004
Cisco Systems 1999 - 2001
Data General 1997 - 1999
Skills
Risk Management, Quantitative Analysis, Hedge Funds, Fund Of Funds, Python, SQL, Portfolio Management, Financial Risk, Quantitative Investing, Bloomberg, Fixed Income, Performance Attribution, Asset Allocation, Bonds, Structured Products, MBS, Global Macro, Monte Carlo Simulation, Market Risk, VAR, Quantitative Analytics, Derivatives, C#, .NET, IronPython, Microsoft SQL Server, SQLite, ORM Tools, Multithreaded..., Cygwin, Bash, Finance, Alternative Investments, Quantitative Finance, Equities, Asset Management, Mutual Funds, Investment Strategies, Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2006
MS
Brandeis University
BA.
Christopher Karimian's Credit Suisse Experience June 2013 - August 2013
Job Financial Sponsors Group, Deutsche Bank
Industry Banking
Experience
Deutsche Bank July 2014 - Present
Miramax September 2013 - December 2013
Credit Suisse June 2013 - August 2013
Imperial Capital Bank January 2013 - June 2013
Undergraduate Business Society September 2012 - June 2013
Salem Partners LLC December 2011 - April 2012
Skills
Investments, Financial Analysis, Financial Modeling, Valuation, LBO, Microsoft Office, Investment Banking, Real Estate, Real Estate Transactions, Corporate Finance, Business Development, Finance, Private Equity, Bloomberg, Due Diligence, Strategy, PowerPoint
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Deutsche Bank July 2014 - Present
Miramax September 2013 - December 2013
Credit Suisse June 2013 - August 2013
Imperial Capital Bank January 2013 - June 2013
Undergraduate Business Society September 2012 - June 2013
Salem Partners LLC December 2011 - April 2012
Skills
Investments, Financial Analysis, Financial Modeling, Valuation, LBO, Microsoft Office, Investment Banking, Real Estate, Real Estate Transactions, Corporate Finance, Business Development, Finance, Private Equity, Bloomberg, Due Diligence, Strategy, PowerPoint
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Linda Qian Linda Qian's Credit Suisse Experience July 2015 - Present
Job Investment Banking Analyst
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Bruin Consulting September 2012 - March 2015
Credit Suisse June 2014 - August 2014
Wells Fargo Advisors July 2013 - March 2014
Bank of China July 2012 - September 2012
Luxshare ICT December 2011 - January 2012
Shad Valley International July 2010 - August 2010
South Source Newspaper September 2009 - June 2010
Royal Canadian Air Cadets September 2005 - June 2010
HSBC Private Bank June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Training, Leadership, CRM, Management, Team Leadership, Data Analysis, Financial Analysis, Presentations, Finance, Marketing, Market Research, Negotiation, Management Consulting, Financial Modeling
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Minor in Accounting, 3.8
Burnaby South Secondary 2006 — 2011
Credit Suisse July 2015 - Present
Bruin Consulting September 2012 - March 2015
Credit Suisse June 2014 - August 2014
Wells Fargo Advisors July 2013 - March 2014
Bank of China July 2012 - September 2012
Luxshare ICT December 2011 - January 2012
Shad Valley International July 2010 - August 2010
South Source Newspaper September 2009 - June 2010
Royal Canadian Air Cadets September 2005 - June 2010
HSBC Private Bank June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Training, Leadership, CRM, Management, Team Leadership, Data Analysis, Financial Analysis, Presentations, Finance, Marketing, Market Research, Negotiation, Management Consulting, Financial Modeling
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Minor in Accounting, 3.8
Burnaby South Secondary 2006 — 2011
Bill Lenihan Bill Lenihan's Credit Suisse Experience June 1992 - June 1994
Job CFO and Head of Business Operations, Off Grid Electric
Industry Consumer Electronics
Experience
Off.Grid:Electric February 2015 - Present
Tile November 2014 - Present
IPS Corporation 2007 - March 2015
Switch Lighting March 2012 - 2014
LL Golf Corporation 2009 - 2011
Calera Capital July 1998 - 2009
Goldman Sachs 1996 - 1998
Bain & Company 1995 - 1995
Credit Suisse June 1992 - June 1994
Skills
Corporate Finance, Strategy, Business Development, Management, Strategic Partnerships, Private Equity, Contract Negotiation, Alternative Investments, Strategic Planning, Valuation, Leadership, Business Strategy, Product Development, Finance, Mergers & Acquisitions, Program Management, Start-ups
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Strategic Management and Finance
University of California, Los Angeles 1987 — 1992
BA, Business and Economics
Off.Grid:Electric February 2015 - Present
Tile November 2014 - Present
IPS Corporation 2007 - March 2015
Switch Lighting March 2012 - 2014
LL Golf Corporation 2009 - 2011
Calera Capital July 1998 - 2009
Goldman Sachs 1996 - 1998
Bain & Company 1995 - 1995
Credit Suisse June 1992 - June 1994
Skills
Corporate Finance, Strategy, Business Development, Management, Strategic Partnerships, Private Equity, Contract Negotiation, Alternative Investments, Strategic Planning, Valuation, Leadership, Business Strategy, Product Development, Finance, Mergers & Acquisitions, Program Management, Start-ups
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Strategic Management and Finance
University of California, Los Angeles 1987 — 1992
BA, Business and Economics
Janice Osugi, CFA Janice Osugi, CFA's Credit Suisse Experience July 2005 - July 2007
Job Assistant Vice President and Senior Investment Analyst at Progress Investment Management Company
Industry Investment Management
Experience
Progress Investment Management Company March 2015 - Present
Progress Investment Management Company September 2012 - February 2015
Self-employed consultant (finance) July 2010 - November 2012
Jewish Community Federation September 2008 - July 2010
Credit Suisse July 2005 - July 2007
One Brick 2007 - 2007
Credit Suisse First Boston September 1999 - July 2005
UC Berkeley Extension May 1996 - February 1999
Center for Executive Development February 1994 - February 1996
University of California 1993 - 1995
Skills
Asset Management, Investments, Portfolio Management, Options, Wealth Management, Performance Attribution, Investment Policy, Asset Allocation, Pension Funds, Investment Strategies, Stocks, Foundations, Macroeconomics, Institutional Investors, Portfolios, Investment Advisory, Due Diligence, Pensions, Private Equity, Hedge Funds, Investment Management
Education
CFA Institute 2005 — 2007
Chartered Financial Analyst, CFA charter holder
University of California, Berkeley 1991 — 1995
BA, Economics
North Salinas High 1987 — 1991
Progress Investment Management Company March 2015 - Present
Progress Investment Management Company September 2012 - February 2015
Self-employed consultant (finance) July 2010 - November 2012
Jewish Community Federation September 2008 - July 2010
Credit Suisse July 2005 - July 2007
One Brick 2007 - 2007
Credit Suisse First Boston September 1999 - July 2005
UC Berkeley Extension May 1996 - February 1999
Center for Executive Development February 1994 - February 1996
University of California 1993 - 1995
Skills
Asset Management, Investments, Portfolio Management, Options, Wealth Management, Performance Attribution, Investment Policy, Asset Allocation, Pension Funds, Investment Strategies, Stocks, Foundations, Macroeconomics, Institutional Investors, Portfolios, Investment Advisory, Due Diligence, Pensions, Private Equity, Hedge Funds, Investment Management
Education
CFA Institute 2005 — 2007
Chartered Financial Analyst, CFA charter holder
University of California, Berkeley 1991 — 1995
BA, Economics
North Salinas High 1987 — 1991
Robert Arsov Robert Arsov's Credit Suisse Experience July 1999 - April 2014
Job Managing Director at Guggenheim Partners
Industry Banking
Experience
Rumble.com August 2014 - Present
Guggenheim Partners May 2014 - Present
Credit Suisse July 1999 - April 2014
Donaldson, Lufkin & Jenrette July 1999 - November 2000
Skills
Corporate Finance, Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, LBO, M&A experience, Investment Banking, Mergers & Acquisitions, Equities, Hedge Funds, Capital Markets, Risk Management, Investments, Venture Capital, Corporate Development, Portfolio Management, Alternative Investments, Structured Finance, Leveraged Finance, Emerging Markets, Restructuring, Asset Management, Financial Structuring, Fixed Income
Education
University of California, Berkeley, Haas School of Business
Bachelor's Degree
Rumble.com August 2014 - Present
Guggenheim Partners May 2014 - Present
Credit Suisse July 1999 - April 2014
Donaldson, Lufkin & Jenrette July 1999 - November 2000
Skills
Corporate Finance, Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, LBO, M&A experience, Investment Banking, Mergers & Acquisitions, Equities, Hedge Funds, Capital Markets, Risk Management, Investments, Venture Capital, Corporate Development, Portfolio Management, Alternative Investments, Structured Finance, Leveraged Finance, Emerging Markets, Restructuring, Asset Management, Financial Structuring, Fixed Income
Education
University of California, Berkeley, Haas School of Business
Bachelor's Degree
Amy Young Amy Young's Credit Suisse Experience July 2012 - June 2014
Job US Investment Associate at Alibaba Group
Industry Financial Services
Experience
Alibaba Group July 2014 - Present
Credit Suisse July 2012 - June 2014
Credit Suisse June 2011 - August 2011
Cisco Systems August 2010 - December 2010
NutraGroup, Inc. June 2009 - August 2009
USC Keck School of Medicine August 2004 - May 2008
Skills
PowerPoint, E-commerce, Financial Modeling, Start-ups, Valuation, Strategy, Venture Capital, Leadership, Finance, Financial Analysis, Corporate Finance, Private Equity, Bloomberg, Investment Banking, Investments
Education
University of California, Berkeley
Bachelor of Arts, Economics
Alibaba Group July 2014 - Present
Credit Suisse July 2012 - June 2014
Credit Suisse June 2011 - August 2011
Cisco Systems August 2010 - December 2010
NutraGroup, Inc. June 2009 - August 2009
USC Keck School of Medicine August 2004 - May 2008
Skills
PowerPoint, E-commerce, Financial Modeling, Start-ups, Valuation, Strategy, Venture Capital, Leadership, Finance, Financial Analysis, Corporate Finance, Private Equity, Bloomberg, Investment Banking, Investments
Education
University of California, Berkeley
Bachelor of Arts, Economics
Andrina Schwartz Andrina Schwartz's Credit Suisse Experience July 2015 - Present
Job Corporate Citizenship at Credit Suisse
Industry Public Relations and Communications
Experience
Credit Suisse July 2015 - Present
Credit Suisse July 2012 - July 2015
Credit Suisse September 2011 - July 2012
Sir John Wilson School February 2011 - April 2011
National Brain Tumor Society October 2008 - December 2010
Dance Marathon at UCLA October 2005 - April 2008
Fernald Infant Development Program January 2005 - December 2005
Skills
Fundraising, Event Planning, Corporate Communications, Copywriting, Facebook, Event Management, Blogging, Social Media, Internal Communications, Editing, Community Outreach, Writing
Education
University of California, Los Angeles 2004 — 2008
BA, Communication Studies
Credit Suisse July 2015 - Present
Credit Suisse July 2012 - July 2015
Credit Suisse September 2011 - July 2012
Sir John Wilson School February 2011 - April 2011
National Brain Tumor Society October 2008 - December 2010
Dance Marathon at UCLA October 2005 - April 2008
Fernald Infant Development Program January 2005 - December 2005
Skills
Fundraising, Event Planning, Corporate Communications, Copywriting, Facebook, Event Management, Blogging, Social Media, Internal Communications, Editing, Community Outreach, Writing
Education
University of California, Los Angeles 2004 — 2008
BA, Communication Studies
Sharad Jazzwall Sharad Jazzwall's Credit Suisse Experience January 2010 - Present
Job Owner, Jazzwall Inc.
Industry Information Technology and Services
Experience
Credit-Suisse January 2010 - Present
Jazzwall Arts January 2006 - Present
Jazzwall Inc. January 2005 - Present
UBS January 2004 - Present
IT Mentors, Inc. January 2004 - Present
Microsoft August 2004 - March 2011
Booz Allen Hamilton 2009 January 2009 - December 2009
UBS January 2003 - December 2007
UBS 2003-2007 January 2003 - December 2007
Skills
SharePoint, Web Services, .NET, C#, SOA, ASP.NET, Web Applications, AJAX, Visual Studio, Java, VB.NET, OOP, WCF, Software Engineering, Architectures
Education
University of California 2001 — 2003
Bachelors, Information and Computer Science
University of California, Irvine 2001 — 2003
BS, Computer Science
Credit-Suisse January 2010 - Present
Jazzwall Arts January 2006 - Present
Jazzwall Inc. January 2005 - Present
UBS January 2004 - Present
IT Mentors, Inc. January 2004 - Present
Microsoft August 2004 - March 2011
Booz Allen Hamilton 2009 January 2009 - December 2009
UBS January 2003 - December 2007
UBS 2003-2007 January 2003 - December 2007
Skills
SharePoint, Web Services, .NET, C#, SOA, ASP.NET, Web Applications, AJAX, Visual Studio, Java, VB.NET, OOP, WCF, Software Engineering, Architectures
Education
University of California 2001 — 2003
Bachelors, Information and Computer Science
University of California, Irvine 2001 — 2003
BS, Computer Science
Katie Dionne, CPA Katie Dionne, CPA's Credit Suisse Experience June 2002 - May 2005
Job Assistant Controller & Director of Financial Services
Industry Higher Education
Experience
Saint Anselm College April 2012 - Present
Girls Incorporated of New Hampshire October 2006 - April 2012
Gallagher, Flynn & Company, LLP August 2007 - April 2008
Credit Suisse June 2002 - May 2005
Skills
Financial Reporting, Accounting, Budgeting, Cash Flow, Quickbooks, Analysis, GAAP, Microsoft Office, Forecasting, Investments, Balance, Financial Analysis, Strategic Planning, Excel, Financial Accounting, Cash Management, General Ledger, Internal Controls, Financial Management, Fundraising, Accounts Payable, Variance Analysis, QuickBooks, Budgets
Education
Wellesley College 1998 — 2002
BA, Double Major: Economics, Spanish
University of California, Berkeley 2006 — 2007
CPA Preparation, Accounting and Business Coursework
Leadership Greater Manchester 2010 — 2011
Graduate
Licensed CPA
NH #05868
Saint Anselm College April 2012 - Present
Girls Incorporated of New Hampshire October 2006 - April 2012
Gallagher, Flynn & Company, LLP August 2007 - April 2008
Credit Suisse June 2002 - May 2005
Skills
Financial Reporting, Accounting, Budgeting, Cash Flow, Quickbooks, Analysis, GAAP, Microsoft Office, Forecasting, Investments, Balance, Financial Analysis, Strategic Planning, Excel, Financial Accounting, Cash Management, General Ledger, Internal Controls, Financial Management, Fundraising, Accounts Payable, Variance Analysis, QuickBooks, Budgets
Education
Wellesley College 1998 — 2002
BA, Double Major: Economics, Spanish
University of California, Berkeley 2006 — 2007
CPA Preparation, Accounting and Business Coursework
Leadership Greater Manchester 2010 — 2011
Graduate
Licensed CPA
NH #05868
Kayla Nicole Dean's Credit Suisse Experience October 2014 - Present
Job Investment Banking Summer Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 2014 - Present
Credit Suisse May 2014 - August 2014
Young Entrepreneurs at Haas January 2013 - February 2014
Labels Luxury Consignment Store September 2012 - October 2013
Berkeley Business Academy for Youth July 2013 - August 2013
Sealed With a Kiss April 2011 - May 2012
Fair Political Practices Commission June 2010 - August 2010
Skills
Personal Style, Start-ups, Blogging, Blogger, Blog Marketing, Style Consulting, Fashion Design, Fashion Photography, Finance, Fashion Blogging, Nonprofits, Social Networking, Facebook, Entrepreneurship, Leadership, Styling, Social Media Marketing, Marketing, Social Media, Event Planning, Community Outreach, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Business Administration and Management, Minor Global Poverty and Practice
Oakmont High School 2008 — 2012
International Baccalaureate Diploma Student
Credit Suisse October 2014 - Present
Credit Suisse May 2014 - August 2014
Young Entrepreneurs at Haas January 2013 - February 2014
Labels Luxury Consignment Store September 2012 - October 2013
Berkeley Business Academy for Youth July 2013 - August 2013
Sealed With a Kiss April 2011 - May 2012
Fair Political Practices Commission June 2010 - August 2010
Skills
Personal Style, Start-ups, Blogging, Blogger, Blog Marketing, Style Consulting, Fashion Design, Fashion Photography, Finance, Fashion Blogging, Nonprofits, Social Networking, Facebook, Entrepreneurship, Leadership, Styling, Social Media Marketing, Marketing, Social Media, Event Planning, Community Outreach, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Business Administration and Management, Minor Global Poverty and Practice
Oakmont High School 2008 — 2012
International Baccalaureate Diploma Student
Abhishek Ashok's Credit Suisse Experience June 2014 - August 2014
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
GP Bullhound August 2014 - December 2014
Credit Suisse June 2014 - August 2014
KPMG May 2013 - July 2013
Ernst & Young May 2012 - July 2012
Skills
Microsoft Office, Valuation, Financial Modeling, Financial Analysis, Marketing, Marketing Strategy, Data Analysis, Microsoft Word, Investment Banking
Education
Haas School of Business, UC Berkeley 2011 — 2015
Bachelor of Science (BS), Business Administration
Houlihan Lokey June 2015 - Present
GP Bullhound August 2014 - December 2014
Credit Suisse June 2014 - August 2014
KPMG May 2013 - July 2013
Ernst & Young May 2012 - July 2012
Skills
Microsoft Office, Valuation, Financial Modeling, Financial Analysis, Marketing, Marketing Strategy, Data Analysis, Microsoft Word, Investment Banking
Education
Haas School of Business, UC Berkeley 2011 — 2015
Bachelor of Science (BS), Business Administration
Shirley Conner Shirley Conner's Credit Suisse Experience February 2000 - January 2002
Job Associate at Summit Trail Advisors
Industry Financial Services
Experience
Summit Trail Advisors August 2015 - Present
Barclays April 2009 - August 2015
Bear Stearns January 2002 - September 2008
Credit Suisse February 2000 - January 2002
Wilson Sonsini Goodrich & Rosati May 1996 - February 2000
Bank of America January 1995 - May 1996
Harvey Casino June 1986 - March 1989
Skills
Team Management, Equities, Series 7, Series 3, Series 63, Series 65
Education
UC Davis 1983 — 1988
BA, History
University of San Francisco 1993 — 1994
Paralegal Certificate, Paralegal Certification
Summit Trail Advisors August 2015 - Present
Barclays April 2009 - August 2015
Bear Stearns January 2002 - September 2008
Credit Suisse February 2000 - January 2002
Wilson Sonsini Goodrich & Rosati May 1996 - February 2000
Bank of America January 1995 - May 1996
Harvey Casino June 1986 - March 1989
Skills
Team Management, Equities, Series 7, Series 3, Series 63, Series 65
Education
UC Davis 1983 — 1988
BA, History
University of San Francisco 1993 — 1994
Paralegal Certificate, Paralegal Certification
Christopher Rong Christopher Rong's Credit Suisse Experience October 2010 - February 2014
Job Associate at Lumos Partners
Industry Investment Banking
Experience
Lumos Partners Vice PresidentRBC Capital MarketsFebruary 2014 - May 2015
Credit Suisse October 2010 - February 2014
Crédit Agricole CIB June 2009 - September 2010
Bank of America Merrill Lynch June 2006 - June 2009
Education
University of California, Berkeley, Haas School of Business
Economics, Business Administrations
Lumos Partners Vice PresidentRBC Capital MarketsFebruary 2014 - May 2015
Credit Suisse October 2010 - February 2014
Crédit Agricole CIB June 2009 - September 2010
Bank of America Merrill Lynch June 2006 - June 2009
Education
University of California, Berkeley, Haas School of Business
Economics, Business Administrations
King Yew Chin King Yew Chin's Credit Suisse Experience June 2015 - August 2015
Job Private Banking Summer Intern at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Strategy, Financial Advisory
Education
University of California, Los Angeles 2013 — 2016
Bachelor’s Degree, Economics, Public Affairs Minor
Credit Suisse June 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Strategy, Financial Advisory
Education
University of California, Los Angeles 2013 — 2016
Bachelor’s Degree, Economics, Public Affairs Minor
Songe LaRon Songe LaRon's Credit Suisse Experience April 2014 - October 2014
Job
Industry Internet
Experience
Squire January 2015 - Present
Skadden Arps January 2011 - January 2015
Credit Suisse April 2014 - October 2014
Jerome N. Frank Legal Services Organization Small Business Clinic September 2008 - May 2009
office of Attorney General New York June 2007 - August 2007
Apex Tutoring May 2006 - August 2007
Skills
Mergers, Corporate Finance, Start-ups, Corporate Law, Corporate Governance, Capital Markets, Legal Writing, Mergers & Acquisitions, Intellectual Property, Joint Ventures, Securities Regulation, International Law, Cross-border...
Education
Yale University 2007 — 2010
Juris Doctor (J.D.), Law
University of California, Los Angeles
B.A., Philosophy
Yale Law School
J.D.
Squire January 2015 - Present
Skadden Arps January 2011 - January 2015
Credit Suisse April 2014 - October 2014
Jerome N. Frank Legal Services Organization Small Business Clinic September 2008 - May 2009
office of Attorney General New York June 2007 - August 2007
Apex Tutoring May 2006 - August 2007
Skills
Mergers, Corporate Finance, Start-ups, Corporate Law, Corporate Governance, Capital Markets, Legal Writing, Mergers & Acquisitions, Intellectual Property, Joint Ventures, Securities Regulation, International Law, Cross-border...
Education
Yale University 2007 — 2010
Juris Doctor (J.D.), Law
University of California, Los Angeles
B.A., Philosophy
Yale Law School
J.D.
Felicia Johanna's Credit Suisse Experience June 2015 - August 2015
Job Student at UC Berkeley
Industry Financial Services
Experience
Credit Suisse June 2015 - August 2015
Portola Capital Partners September 2014 - May 2015
Kerburn Rose Capital June 2014 - July 2014
GMO April 2014 - May 2014
Prudential Assurance Company Singapore August 2012 - September 2012
Skills
English, Research, Bloomberg Terminal, Microsoft Office, Microsoft Excel, PowerPoint, Bahasa Indonesia, Finance, Leadership, Entrepreneurship, Strategy, Malay, Financial Modeling, Valuation, Market Research, DCF Valuation, Financial Analysis, Team Management, Multi-cultural team..., Project Planning, Negotiation, Customer Service, Social Media Marketing, Marketing, Financial Accounting, Stock Market Analysis, R, Unix Shell Scripting, Python, Microeconomics, Macroeconomics, Start-ups, Economics, Microsoft Word, Public Speaking, Management, bloomberg
Education
University of California, Berkeley
Bachelor of Arts (BA), 3.7 GPA
Credit Suisse June 2015 - August 2015
Portola Capital Partners September 2014 - May 2015
Kerburn Rose Capital June 2014 - July 2014
GMO April 2014 - May 2014
Prudential Assurance Company Singapore August 2012 - September 2012
Skills
English, Research, Bloomberg Terminal, Microsoft Office, Microsoft Excel, PowerPoint, Bahasa Indonesia, Finance, Leadership, Entrepreneurship, Strategy, Malay, Financial Modeling, Valuation, Market Research, DCF Valuation, Financial Analysis, Team Management, Multi-cultural team..., Project Planning, Negotiation, Customer Service, Social Media Marketing, Marketing, Financial Accounting, Stock Market Analysis, R, Unix Shell Scripting, Python, Microeconomics, Macroeconomics, Start-ups, Economics, Microsoft Word, Public Speaking, Management, bloomberg
Education
University of California, Berkeley
Bachelor of Arts (BA), 3.7 GPA
Adam J. Gould, CFP®'s Credit Suisse Experience June 2006 - August 2006
Job
Industry Investment Management
Experience
Robert W. Baird & Co. April 2013 - October 2013
Makai Ventures LLC June 2012 - April 2013
Barclays Wealth and Investment Management August 2006 - September 2011
Lehman Brothers August 2006 - September 2008
Credit Suisse June 2006 - August 2006
Ameriprise Financial December 2005 - May 2006
Skills
Alternative Investments, Asset Allocation, Fixed Income, Structured Products, Equities, Asset Management, Portfolio Management, Derivatives, Trading, Mutual Funds, Bonds, Options, ETFs, Investment Advisory, Equity Derivatives, Commodities, Securities, Municipal Bonds, Wealth Management, Investment Management, Financial Markets, Private Equity, Emerging Markets, Hedging, Stocks, Equity Trading, Retirement Planning, Technical Analysis, Estate Planning, Asset Managment, Hedge Funds, Commodity, Series 7
Education
University of California, San Diego
Bachelor's Degree, International Relations, 3.5
University of California, Los Angeles
Certificate, Financial Planning
Robert W. Baird & Co. April 2013 - October 2013
Makai Ventures LLC June 2012 - April 2013
Barclays Wealth and Investment Management August 2006 - September 2011
Lehman Brothers August 2006 - September 2008
Credit Suisse June 2006 - August 2006
Ameriprise Financial December 2005 - May 2006
Skills
Alternative Investments, Asset Allocation, Fixed Income, Structured Products, Equities, Asset Management, Portfolio Management, Derivatives, Trading, Mutual Funds, Bonds, Options, ETFs, Investment Advisory, Equity Derivatives, Commodities, Securities, Municipal Bonds, Wealth Management, Investment Management, Financial Markets, Private Equity, Emerging Markets, Hedging, Stocks, Equity Trading, Retirement Planning, Technical Analysis, Estate Planning, Asset Managment, Hedge Funds, Commodity, Series 7
Education
University of California, San Diego
Bachelor's Degree, International Relations, 3.5
University of California, Los Angeles
Certificate, Financial Planning
Julien Debonnet Julien Debonnet's Credit Suisse Experience July 2015 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Covert & Co. September 2013 - January 2014
Moss Adams Capital June 2013 - September 2013
The Luzzatto Company, Inc. September 2012 - February 2013
Merrill Lynch May 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, French, Macroeconomics, Bloomberg Terminal, Financial Analysis, Research, Strategic Planning, Social Media, Capital IQ, Financial Modeling, VBA, Public Speaking, Microsoft Word, Data Analysis
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Economics
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Covert & Co. September 2013 - January 2014
Moss Adams Capital June 2013 - September 2013
The Luzzatto Company, Inc. September 2012 - February 2013
Merrill Lynch May 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, French, Macroeconomics, Bloomberg Terminal, Financial Analysis, Research, Strategic Planning, Social Media, Capital IQ, Financial Modeling, VBA, Public Speaking, Microsoft Word, Data Analysis
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Economics
Jeffrey Takimoto's Credit Suisse Experience June 2015 - Present
Job Healthcare Investment Banking Associate at Credit Suisse
Industry Biotechnology
Experience
Credit Suisse June 2015 - Present
RBC Capital Markets November 2013 - May 2015
Booz Allen Hamilton September 2011 - October 2013
Salk Institute for Biological Studies 2005 - 2011
Education
University of California, San Diego 2005 — 2011
Ph.D, Biology
University of California, Los Angeles 2000 — 2005
B.S., Molecular Cell and Developmental Biology
Credit Suisse June 2015 - Present
RBC Capital Markets November 2013 - May 2015
Booz Allen Hamilton September 2011 - October 2013
Salk Institute for Biological Studies 2005 - 2011
Education
University of California, San Diego 2005 — 2011
Ph.D, Biology
University of California, Los Angeles 2000 — 2005
B.S., Molecular Cell and Developmental Biology
Sebastian Bea Sebastian Bea's Credit Suisse Experience May 2001 - September 2012
Job Director in Scientific Active Equity (SAE) Hedge Fund Strategy at BlackRock
Industry Financial Services
Experience
BlackRock August 2015 - Present
BlackRock March 2013 - July 2015
BlackRock September 2012 - March 2013
Credit Suisse May 2001 - September 2012
USRowing June 1997 - October 2000
Skills
Capital Raising, Financial Analysis
Education
University of California, Berkeley 1995 — 2001
Bachelor's degree, Economics and English (double major)
BlackRock August 2015 - Present
BlackRock March 2013 - July 2015
BlackRock September 2012 - March 2013
Credit Suisse May 2001 - September 2012
USRowing June 1997 - October 2000
Skills
Capital Raising, Financial Analysis
Education
University of California, Berkeley 1995 — 2001
Bachelor's degree, Economics and English (double major)
Dave Tung Dave Tung's Credit Suisse Experience October 2008 - Present
Job Private Wealth Management at Credit Suisse
Industry Investment Management
Experience
Credit Suisse October 2008 - Present
Wells Fargo Advisors 2006 - 2008
Skills
Portfolio Management, Strategy, Investments, Finance, Management, CRM, Investment Strategies, Financial Reporting, Trading, Financial Advisory, Series 7, Equities
Education
University of California, Davis
Managerial Economics
Credit Suisse October 2008 - Present
Wells Fargo Advisors 2006 - 2008
Skills
Portfolio Management, Strategy, Investments, Finance, Management, CRM, Investment Strategies, Financial Reporting, Trading, Financial Advisory, Series 7, Equities
Education
University of California, Davis
Managerial Economics
Chris Balster, CFA's Credit Suisse Experience June 2012 - July 2014
Job Emerging Markets Debt
Industry Financial Services
Experience
BlackRock July 2014 - Present
Credit Suisse June 2012 - July 2014
Credit Suisse June 2011 - June 2012
PIMCO July 2009 - May 2011
PIMCO November 2006 - July 2009
Skills
Emerging Markets, Fixed Income, Credit, Trading, Portfolio Management
Education
University of California, Irvine 2003 — 2006
Milpitas High School
BlackRock July 2014 - Present
Credit Suisse June 2012 - July 2014
Credit Suisse June 2011 - June 2012
PIMCO July 2009 - May 2011
PIMCO November 2006 - July 2009
Skills
Emerging Markets, Fixed Income, Credit, Trading, Portfolio Management
Education
University of California, Irvine 2003 — 2006
Milpitas High School
Charles Clinch's Credit Suisse Experience June 2008 - August 2008
Job Associate at Latham & Watkins
Industry Law Practice
Experience
Latham & Watkins May 2013 - Present
Allen & Overy May 2009 - April 2013
Credit Suisse June 2008 - August 2008
ProWorld Service Corps August 2005 - December 2005
U.S. Trade and Development Agency June 2005 - August 2005
Skills
Securities Regulation, Cross-border..., Banking Law, Legal Research, International Law, Legal Writing, Capital Markets, Corporate Law, 144A, SEC filings, International M&A, Loan Documents, Legal Advice, Public Equity Offerings, High Yield Bonds, Secondary Offerings, FCPA, OFAC, ISDA negotiations, Legal Compliance, Dodd-Frank, Securities Offerings, Corporate Finance, Private Placements, IPO, Economic Sanctions, Disclosure, High Yield, Trade Compliance, Contract Negotiation, Legal Documents, ISDA, Legal Contract Review, M&A execution, Trade Finance, Leveraged Finance, Securities, Mergers & Acquisitions
Education
University of Michigan Law School 2007 — 2009
J.D., cum laude, Law
University of California 2002 — 2006
B.A., Political Science, cum laude
Latham & Watkins May 2013 - Present
Allen & Overy May 2009 - April 2013
Credit Suisse June 2008 - August 2008
ProWorld Service Corps August 2005 - December 2005
U.S. Trade and Development Agency June 2005 - August 2005
Skills
Securities Regulation, Cross-border..., Banking Law, Legal Research, International Law, Legal Writing, Capital Markets, Corporate Law, 144A, SEC filings, International M&A, Loan Documents, Legal Advice, Public Equity Offerings, High Yield Bonds, Secondary Offerings, FCPA, OFAC, ISDA negotiations, Legal Compliance, Dodd-Frank, Securities Offerings, Corporate Finance, Private Placements, IPO, Economic Sanctions, Disclosure, High Yield, Trade Compliance, Contract Negotiation, Legal Documents, ISDA, Legal Contract Review, M&A execution, Trade Finance, Leveraged Finance, Securities, Mergers & Acquisitions
Education
University of Michigan Law School 2007 — 2009
J.D., cum laude, Law
University of California 2002 — 2006
B.A., Political Science, cum laude
Ying Yang Ying Yang's Credit Suisse Experience May 2014 - July 2014
Job Financial Advisory Analyst at The PFM Group
Industry Financial Services
Experience
The PFM Group July 2015 - Present
Da Cheng International Asset Management Co.,LTD July 2014 - August 2014
Credit Suisse May 2014 - July 2014
University of California, Berkeley, Haas School of Business August 2013 - December 2013
Student Learning Center, UC Berkeley January 2013 - May 2013
Skills
Matlab, Microsoft Office, Python, Scheme, AutoCAD, AMPL, Sigma, Bloomberg Terminal, Microsoft Access, Financial Analysis, Data Analysis, Risk Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Industrial Engineering and Operations Research
The PFM Group July 2015 - Present
Da Cheng International Asset Management Co.,LTD July 2014 - August 2014
Credit Suisse May 2014 - July 2014
University of California, Berkeley, Haas School of Business August 2013 - December 2013
Student Learning Center, UC Berkeley January 2013 - May 2013
Skills
Matlab, Microsoft Office, Python, Scheme, AutoCAD, AMPL, Sigma, Bloomberg Terminal, Microsoft Access, Financial Analysis, Data Analysis, Risk Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Industrial Engineering and Operations Research
Michael E Michael E's Credit Suisse Experience September 2007 - June 2010
Job Sr. Oracle EBS Manager at Oracle
Industry Information Technology and Services
Experience
Oracle August 2010 - Present
Credit Suisse September 2007 - June 2010
WD, a Western Digital company April 2005 - August 2007
Amazon October 2001 - April 2005
Health Net June 1999 - September 2001
Skills
Oracle, Oracle E-Business Suite, Oracle ERP, Oracle Applications, Oracle Enterprise..., Oracle Database, Oracle PL/SQL, Oracle EBS, Oracle EBS R12, Data Migration, PL/SQL, Consulting, SQL, Requirements Analysis, Business Intelligence, Business Process, SDLC, Vendor Management
Education
University of California, Los Angeles 1997 — 1999
Master's degree, Information Technology
Oracle August 2010 - Present
Credit Suisse September 2007 - June 2010
WD, a Western Digital company April 2005 - August 2007
Amazon October 2001 - April 2005
Health Net June 1999 - September 2001
Skills
Oracle, Oracle E-Business Suite, Oracle ERP, Oracle Applications, Oracle Enterprise..., Oracle Database, Oracle PL/SQL, Oracle EBS, Oracle EBS R12, Data Migration, PL/SQL, Consulting, SQL, Requirements Analysis, Business Intelligence, Business Process, SDLC, Vendor Management
Education
University of California, Los Angeles 1997 — 1999
Master's degree, Information Technology
Cynthia Sun's Credit Suisse Experience May 2011 - August 2011
Job User Operations Analyst at NerdWallet
Industry Apparel & Fashion
Experience
NerdWallet June 2015 - Present
Trumaker October 2013 - March 2015
Dipont Education August 2012 - July 2013
Work4 Labs September 2011 - December 2011
Credit Suisse May 2011 - August 2011
Skills
Microsoft Office, Mandarin, Microsoft Excel, PowerPoint, Social Media, Data Analysis, Facebook, Microsoft Word, Event Planning, Market Research, Public Speaking, Photoshop, Salesforce.com, Marketing, Leadership, Strategic Planning, Community Outreach, Editing
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts
NerdWallet June 2015 - Present
Trumaker October 2013 - March 2015
Dipont Education August 2012 - July 2013
Work4 Labs September 2011 - December 2011
Credit Suisse May 2011 - August 2011
Skills
Microsoft Office, Mandarin, Microsoft Excel, PowerPoint, Social Media, Data Analysis, Facebook, Microsoft Word, Event Planning, Market Research, Public Speaking, Photoshop, Salesforce.com, Marketing, Leadership, Strategic Planning, Community Outreach, Editing
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts
Tracey Fukuda Tracey Fukuda's Credit Suisse Experience November 2009 - June 2011
Job Still kickin it ! 25 years exp in Business/Data analysis. Always curious about business domains & dataflows. Quick study
Industry Information Technology and Services
Experience
Dentsu Aegis May 2015 - Present
L'Oréal August 2014 - December 2014
Lela.com April 2012 - May 2014
CIT February 2012 - April 2012
The Blackstone Group June 2011 - December 2011
Credit Suisse November 2009 - June 2011
Avaya November 2004 - June 2009
Charles Schwab 2002 - 2004
Schwab Institutional 2000 - 2002
jcrew.com June 1998 - May 2000
Skills
Integration, Data Warehousing, Oracle, IT Management, Shell Scripting, Agile Methodologies, SQL, User Experience, Testing, SOA, Java, Unix, Databases, Analysis, Business Analysis, Software Development, E-commerce, Use Case, Web Design
Education
University of California, Berkeley
BA, Computer Science
University of California, Berkeley
BA, English Literature
Dentsu Aegis May 2015 - Present
L'Oréal August 2014 - December 2014
Lela.com April 2012 - May 2014
CIT February 2012 - April 2012
The Blackstone Group June 2011 - December 2011
Credit Suisse November 2009 - June 2011
Avaya November 2004 - June 2009
Charles Schwab 2002 - 2004
Schwab Institutional 2000 - 2002
jcrew.com June 1998 - May 2000
Skills
Integration, Data Warehousing, Oracle, IT Management, Shell Scripting, Agile Methodologies, SQL, User Experience, Testing, SOA, Java, Unix, Databases, Analysis, Business Analysis, Software Development, E-commerce, Use Case, Web Design
Education
University of California, Berkeley
BA, Computer Science
University of California, Berkeley
BA, English Literature
Belinda Wang's Credit Suisse Experience June 2015 - August 2015
Job Returning Associate Technology Investment Banking at Credit Suisse
Industry Financial Services
Experience
University of California, Berkeley, Haas School of Business 2015 - Present
Credit Suisse June 2015 - August 2015
J.P. Morgan October 2014 - May 2015
China Galaxy Securities August 2014 - September 2014
Houlihan Lokey May 2014 - August 2014
TriZetto, A Cognizant Company September 2011 - November 2012
IHS July 2008 - September 2011
Crowe GHP Horwath January 2006 - July 2008
Skills
Strategic Analysis, Project Portfolio..., Financial Modeling, Due Diligence, Business Valuation, Mergers, Investments, Financial Accounting, Venture Capital, Business Case Design, Cross-functional Team..., Persuasive Presentations, New Business Development, Benchmarking, Analysis, Mergers & Acquisitions, Valuation, Finance, Corporate Development, Business Strategy, Financial Reporting, Product Management, Investment Banking
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
Master of Business Administration (MBA), Business, Management, Marketing
University of Denver - Daniels College of Business 2005 — 2006
MS Finance Summa Cum Laude, Corporate Finance
University of Colorado Denver 2003 — 2004
B.A., Economics
University of California, Berkeley, Haas School of Business 2015 - Present
Credit Suisse June 2015 - August 2015
J.P. Morgan October 2014 - May 2015
China Galaxy Securities August 2014 - September 2014
Houlihan Lokey May 2014 - August 2014
TriZetto, A Cognizant Company September 2011 - November 2012
IHS July 2008 - September 2011
Crowe GHP Horwath January 2006 - July 2008
Skills
Strategic Analysis, Project Portfolio..., Financial Modeling, Due Diligence, Business Valuation, Mergers, Investments, Financial Accounting, Venture Capital, Business Case Design, Cross-functional Team..., Persuasive Presentations, New Business Development, Benchmarking, Analysis, Mergers & Acquisitions, Valuation, Finance, Corporate Development, Business Strategy, Financial Reporting, Product Management, Investment Banking
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
Master of Business Administration (MBA), Business, Management, Marketing
University of Denver - Daniels College of Business 2005 — 2006
MS Finance Summa Cum Laude, Corporate Finance
University of Colorado Denver 2003 — 2004
B.A., Economics
Jim Stehr Jim Stehr's Credit Suisse Experience November 1991 - May 1995
Job CEO/CCO at Paragon East Advisors, LLC
Industry Financial Services
Experience
Paragon East Advisors, LLC July 2015 - Present
Paragon East Partners March 2015 - Present
Econoday January 2014 - February 2015
Salesforce.com June 2012 - September 2013
Citigroup Global Markets May 1995 - July 2011
Credit Suisse November 1991 - May 1995
Credit Suisse October 1989 - November 1991
Skills
Equity Trading, Equities, Personal Finance, Relationship Cultivation, Integrity, Accountability, Ethics, Team Leadership, Capital Markets, Investments, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Business Development, CRM, Coaching, Competitive Analysis, Corporate Finance, Dependable Team Player, Derivatives, Electronic Trading, Emerging Markets, Equity Research, Executive Management, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Insurance, Investment Banking, Investment Strategies, Leadership, Mutual Funds, Options, Partnerships, Portfolio Management, Prime Brokerage, Private Equity, Relationship Management, Risk Management, SaaS, Sales Operations, Salesforce.com, Securities, Strategic Partnerships, Superior Work Ethic, Strategy, Valuation
Education
University of California, Berkeley
Bachelor of Arts, PEIS
University of San Francisco
Masters, Business Administration
Piedmont High School
Paragon East Advisors, LLC July 2015 - Present
Paragon East Partners March 2015 - Present
Econoday January 2014 - February 2015
Salesforce.com June 2012 - September 2013
Citigroup Global Markets May 1995 - July 2011
Credit Suisse November 1991 - May 1995
Credit Suisse October 1989 - November 1991
Skills
Equity Trading, Equities, Personal Finance, Relationship Cultivation, Integrity, Accountability, Ethics, Team Leadership, Capital Markets, Investments, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Business Development, CRM, Coaching, Competitive Analysis, Corporate Finance, Dependable Team Player, Derivatives, Electronic Trading, Emerging Markets, Equity Research, Executive Management, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Insurance, Investment Banking, Investment Strategies, Leadership, Mutual Funds, Options, Partnerships, Portfolio Management, Prime Brokerage, Private Equity, Relationship Management, Risk Management, SaaS, Sales Operations, Salesforce.com, Securities, Strategic Partnerships, Superior Work Ethic, Strategy, Valuation
Education
University of California, Berkeley
Bachelor of Arts, PEIS
University of San Francisco
Masters, Business Administration
Piedmont High School
Jeff Eyet Jeff Eyet's Credit Suisse Experience April 2005 - September 2009
Job Sales Strategy + Leadership
Industry Renewables & Environment
Experience
SolarCity September 2015 - Present
University of California, Berkeley, Haas School of Business August 2015 - Present
Berkeley Innovation Group April 2015 - Present
SolarCity February 2014 - September 2015
University of California, Berkeley, Haas School of Business August 2012 - May 2014
Yingli Green Energy Americas, Inc. November 2009 - February 2014
Credit Suisse April 2005 - September 2009
Marcus & Millichap November 2002 - October 2004
Skills
Financial Modeling, Marketing Strategy, Sales Management, Innovation Consulting, Business Development, Sales, Marketing, Leadership, Business Strategy, Cross-functional Team..., CRM, Cleantech, Entrepreneurship, Management, Market Research, Negotiation, Project Management, Solar Energy, Strategic Planning, Strategy, Start-ups, Valuation, Investment Banking
Education
UC Berkeley Haas School of Business 2011 — 2014
MBA, Sales Management and Marketing Strategy
University of Maryland - Robert H. Smith School of Business 1998 — 2002
Bachelor of Science, Finance
SolarCity September 2015 - Present
University of California, Berkeley, Haas School of Business August 2015 - Present
Berkeley Innovation Group April 2015 - Present
SolarCity February 2014 - September 2015
University of California, Berkeley, Haas School of Business August 2012 - May 2014
Yingli Green Energy Americas, Inc. November 2009 - February 2014
Credit Suisse April 2005 - September 2009
Marcus & Millichap November 2002 - October 2004
Skills
Financial Modeling, Marketing Strategy, Sales Management, Innovation Consulting, Business Development, Sales, Marketing, Leadership, Business Strategy, Cross-functional Team..., CRM, Cleantech, Entrepreneurship, Management, Market Research, Negotiation, Project Management, Solar Energy, Strategic Planning, Strategy, Start-ups, Valuation, Investment Banking
Education
UC Berkeley Haas School of Business 2011 — 2014
MBA, Sales Management and Marketing Strategy
University of Maryland - Robert H. Smith School of Business 1998 — 2002
Bachelor of Science, Finance
Andy Shih Andy Shih's Credit Suisse Experience 2000 - 2009
Job Financial Planning and Analysis
Industry Financial Services
Experience
Credit Suisse 2000 - 2009
Donaldson, Lufkin & Jenrette March 2000 - November 2000
Skills
Financial Analysis, Manage Client..., Finance, Financial Modeling, Investment Banking, Client Relations Skills, Research, Mergers & Acquisitions, Economics, Analysis, Business Analysis, Microsoft Excel, Data Analysis, Banking, Valuation
Education
University of California, Irvine 1996 — 1999
Bachelor's Degree, Political Science and Government
Credit Suisse 2000 - 2009
Donaldson, Lufkin & Jenrette March 2000 - November 2000
Skills
Financial Analysis, Manage Client..., Finance, Financial Modeling, Investment Banking, Client Relations Skills, Research, Mergers & Acquisitions, Economics, Analysis, Business Analysis, Microsoft Excel, Data Analysis, Banking, Valuation
Education
University of California, Irvine 1996 — 1999
Bachelor's Degree, Political Science and Government
Wei (Viola) Zhang's Credit Suisse Experience June 2010 - January 2013
Job Quantitative Equity
Industry Investment Management
Experience
GMO - Emerging Market Fund April 2014 - August 2014
BlackRock - Scientific Active Equity October 2013 - January 2014
Credit Suisse June 2010 - January 2013
Morgan Stanley April 2008 - May 2010
BP July 2007 - March 2008
Education
UC Berkeley Haas School of Business 2013 — 2014
Master of Financial Engineering, Financial Engineering
Tsinghua University 2001 — 2007
Bachelor and Master, Electronic Engineering
GMO - Emerging Market Fund April 2014 - August 2014
BlackRock - Scientific Active Equity October 2013 - January 2014
Credit Suisse June 2010 - January 2013
Morgan Stanley April 2008 - May 2010
BP July 2007 - March 2008
Education
UC Berkeley Haas School of Business 2013 — 2014
Master of Financial Engineering, Financial Engineering
Tsinghua University 2001 — 2007
Bachelor and Master, Electronic Engineering
Peter Suberlak's Credit Suisse Experience July 2011 - June 2013
Job Private Equity Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2013 - Present
Credit Suisse July 2011 - June 2013
Credit Suisse June 2010 - August 2010
Cappello Capital Corp. July 2009 - September 2009
Gemini Partners January 2009 - May 2009
FD January 2008 - January 2009
Intellectual Capital Associates 2009 - 2009
Smith Barney September 2008 - December 2008
VCOM Solutions June 2008 - September 2008
Skills
Leveraged Finance, Financial Modeling, Private Equity, Valuation, Financial Analysis, Data Analysis, Corporate Finance, Venture Capital, Capital Markets, Financial Reporting, Accounting, Business Strategy, Finance, Investment Banking
Education
University of California, Los Angeles 2007 — 2011
BA
Oaktree Capital Management July 2013 - Present
Credit Suisse July 2011 - June 2013
Credit Suisse June 2010 - August 2010
Cappello Capital Corp. July 2009 - September 2009
Gemini Partners January 2009 - May 2009
FD January 2008 - January 2009
Intellectual Capital Associates 2009 - 2009
Smith Barney September 2008 - December 2008
VCOM Solutions June 2008 - September 2008
Skills
Leveraged Finance, Financial Modeling, Private Equity, Valuation, Financial Analysis, Data Analysis, Corporate Finance, Venture Capital, Capital Markets, Financial Reporting, Accounting, Business Strategy, Finance, Investment Banking
Education
University of California, Los Angeles 2007 — 2011
BA
Derek Klomhaus's Credit Suisse Experience July 2013 - July 2015
Job Associate at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners August 2015 - Present
Credit Suisse July 2013 - July 2015
ClearRock Capital January 2013 - May 2013
Credit Suisse June 2012 - August 2012
Talisman Systems Group, Inc. April 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Accounting, Public Speaking, Financial Modeling, Customer Service, Finance, Account Reconciliation, Mergers & Acquisitions, Investment Banking, Due Diligence, Investments, Valuation, Analysis, Portfolio Management, Equities
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
Bachelor of Science, Finance/Accounting
Montgomery High School 2005 — 2009
High School Diploma
Vista Equity Partners August 2015 - Present
Credit Suisse July 2013 - July 2015
ClearRock Capital January 2013 - May 2013
Credit Suisse June 2012 - August 2012
Talisman Systems Group, Inc. April 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Accounting, Public Speaking, Financial Modeling, Customer Service, Finance, Account Reconciliation, Mergers & Acquisitions, Investment Banking, Due Diligence, Investments, Valuation, Analysis, Portfolio Management, Equities
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
Bachelor of Science, Finance/Accounting
Montgomery High School 2005 — 2009
High School Diploma
Devon McLachlan Devon McLachlan's Credit Suisse Experience July 2015 - Present
Job Investment Banking Analyst, TMT at Credit Suisse
Industry
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - Present
Agawi June 2013 - August 2013
Morgan Joseph TriArtisan LLC January 2013 - May 2013
Skills
Bloomberg, LBO, Capital IQ, Financial Analysis, Valuation, Investment Banking, Financial Modeling, Equity Research, Public Speaking, Data Analysis, Capital Markets
Education
UC Berkeley Haas School of Business 2013 — 2015
UC Berkeley 2011 — 2015
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - Present
Agawi June 2013 - August 2013
Morgan Joseph TriArtisan LLC January 2013 - May 2013
Skills
Bloomberg, LBO, Capital IQ, Financial Analysis, Valuation, Investment Banking, Financial Modeling, Equity Research, Public Speaking, Data Analysis, Capital Markets
Education
UC Berkeley Haas School of Business 2013 — 2015
UC Berkeley 2011 — 2015
David M. Chacon's Credit Suisse Experience July 2000 - July 2002
Job Adviser to Harvard Investment Group
Industry Banking
Experience
Harvard Investment Group September 2012 - Present
Asta Ltd. December 2011 - Present
Optitune Plc November 2011 - Present
Culver Capital June 2011 - Present
Culver Capital Group March 2011 - Present
Culver Capital Group April 2010 - Present
Lightspeed Enterprises July 2002 - June 2011
Simplipure Water 2011 - 2011
Credit Suisse July 2000 - July 2002
Skills
Energy, Clean Technology, Water, Venture Capital, Private Equity, Growth Capital, Corporate Development, Financial Structuring, Project Finance, Cleantech, Mergers, Nanotechnology, LBO, IPO, Solar Energy, Corporate Finance, Capital, Investments, Investment Banking, M&A experience, Valuation, Private Placements, Start-ups, Finance, Strategy, Financial Modeling, Due Diligence, Funding, Mergers, Portfolio Management, Mergers & Acquisitions, Management, Business Strategy, Strategic Planning, Entrepreneurship, Business Development, New Business Development, Marketing, Strategic Partnerships, Executive Management, Leadership, Equities, Financial Analysis, Business Planning, Management Consulting, Capital Markets
Education
University of Cambridge 2007 — 2008
Prince of Wales Delegate, Sustainability Studies
University of Southern California - Marshall School of Business 1996 — 1997
Coopers & Lybrand Sponsered, Acccounting, Consulting, Audit, Tax and Law
UCLA 1989 — 1994
B.S, Political Science
Harvard Investment Group September 2012 - Present
Asta Ltd. December 2011 - Present
Optitune Plc November 2011 - Present
Culver Capital June 2011 - Present
Culver Capital Group March 2011 - Present
Culver Capital Group April 2010 - Present
Lightspeed Enterprises July 2002 - June 2011
Simplipure Water 2011 - 2011
Credit Suisse July 2000 - July 2002
Skills
Energy, Clean Technology, Water, Venture Capital, Private Equity, Growth Capital, Corporate Development, Financial Structuring, Project Finance, Cleantech, Mergers, Nanotechnology, LBO, IPO, Solar Energy, Corporate Finance, Capital, Investments, Investment Banking, M&A experience, Valuation, Private Placements, Start-ups, Finance, Strategy, Financial Modeling, Due Diligence, Funding, Mergers, Portfolio Management, Mergers & Acquisitions, Management, Business Strategy, Strategic Planning, Entrepreneurship, Business Development, New Business Development, Marketing, Strategic Partnerships, Executive Management, Leadership, Equities, Financial Analysis, Business Planning, Management Consulting, Capital Markets
Education
University of Cambridge 2007 — 2008
Prince of Wales Delegate, Sustainability Studies
University of Southern California - Marshall School of Business 1996 — 1997
Coopers & Lybrand Sponsered, Acccounting, Consulting, Audit, Tax and Law
UCLA 1989 — 1994
B.S, Political Science
Ross Wroblewski Ross Wroblewski's Credit Suisse Experience May 2010 - July 2014
Job General Manager at HCL Technologies
Industry Financial Services
Experience
HCL Technologies August 2014 - Present
Credit Suisse May 2010 - July 2014
US Census Bureau September 2009 - May 2010
Tarbell Realtors April 2006 - August 2009
KB Home August 2004 - February 2006
Countrywide Home Loans September 2003 - August 2004
Countrywide 2003 - 2004
Wells Fargo Home Mortgage March 2001 - September 2003
Skills
Mortgage Lending, Research, Loans, Leadership, Investment Banking, Management, Financial Services, Banking, Finance, Financial Analysis
Education
University of California, Los Angeles 1983 — 1988
BA, History
HCL Technologies August 2014 - Present
Credit Suisse May 2010 - July 2014
US Census Bureau September 2009 - May 2010
Tarbell Realtors April 2006 - August 2009
KB Home August 2004 - February 2006
Countrywide Home Loans September 2003 - August 2004
Countrywide 2003 - 2004
Wells Fargo Home Mortgage March 2001 - September 2003
Skills
Mortgage Lending, Research, Loans, Leadership, Investment Banking, Management, Financial Services, Banking, Finance, Financial Analysis
Education
University of California, Los Angeles 1983 — 1988
BA, History
Nicholas Hasan Nicholas Hasan's Credit Suisse Experience July 2012 - August 2012
Job student at UC Berkeley
Industry Financial Services
Experience
ADM Capital June 2014 - July 2014
Credit Suisse July 2012 - August 2012
PT. Bank CIMB Niaga, Tbk July 2011 - August 2011
Skills
Research, Editing, Microsoft Office, English, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Photoshop, Teaching, Budgets, Negotiation, Finance
Education
University of California, Berkeley 2013 — 2015
Bachelor of Arts (BA), Economics
Foothill College 2011 — 2013
3.97
ADM Capital June 2014 - July 2014
Credit Suisse July 2012 - August 2012
PT. Bank CIMB Niaga, Tbk July 2011 - August 2011
Skills
Research, Editing, Microsoft Office, English, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Photoshop, Teaching, Budgets, Negotiation, Finance
Education
University of California, Berkeley 2013 — 2015
Bachelor of Arts (BA), Economics
Foothill College 2011 — 2013
3.97
Molly Sakahara Molly Sakahara's Credit Suisse Experience December 1999 - April 2005
Job Private Bank Advisor Associate, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
HSBC Bank April 2005 - May 2015
Credit Suisse December 1999 - April 2005
Education
UCLA 1995 — 1997
Bachelor of Arts (B.A.), History
Morgan Stanley May 2015 - Present
HSBC Bank April 2005 - May 2015
Credit Suisse December 1999 - April 2005
Education
UCLA 1995 — 1997
Bachelor of Arts (B.A.), History
Robert Lange Robert Lange's Credit Suisse Experience July 2013 - June 2015
Job Associate at Court Square Capital Partners
Industry Venture Capital & Private Equity
Experience
Court Square Capital Partners July 2015 - Present
Credit Suisse July 2013 - June 2015
Lockton Companies June 2012 - September 2012
Kleinberg Lange Cuddy & Klein, LLP November 2010 - January 2011
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Capital Markets, Financial Analysis, Mergers, Valuation, Private Equity, Investments, Due Diligence, Microsoft Office
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Business-Economics, Senior
Harvard-Westlake High School 2005 — 2009
High School Diploma
Court Square Capital Partners July 2015 - Present
Credit Suisse July 2013 - June 2015
Lockton Companies June 2012 - September 2012
Kleinberg Lange Cuddy & Klein, LLP November 2010 - January 2011
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Capital Markets, Financial Analysis, Mergers, Valuation, Private Equity, Investments, Due Diligence, Microsoft Office
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Business-Economics, Senior
Harvard-Westlake High School 2005 — 2009
High School Diploma
Anthony Rossi Anthony Rossi's Credit Suisse Experience January 2002 - January 2006
Job Director, Institutional Sales at Eze Software Group
Industry Financial Services
Experience
Eze Software Group March 2015 - Present
Eze Software Group November 2013 - March 2015
Eze Software Group July 2012 - November 2013
Eze Software Group March 2006 - July 2012
Credit Suisse January 2002 - January 2006
Skills
Business Analysis, Equities, Financial Modeling, Hedge Funds, Financial Analysis, Valuation, Portfolio Management, Financial Services, Asset Management, Fixed Income, Investments, Series 7, Trading Systems, Derivatives, Bloomberg, Alternative Investments, Financial Markets, Electronic Trading, Securities, Options, Market Data, Capital Markets, Equity Trading, Trading, Mutual Funds, Management, SQL, Risk Management, FX Options
Education
UC Davis 1995 — 1999
Bachelor of Science (B.S.), Business/Managerial Economics
University of California, Davis 1995 — 1999
Eze Software Group March 2015 - Present
Eze Software Group November 2013 - March 2015
Eze Software Group July 2012 - November 2013
Eze Software Group March 2006 - July 2012
Credit Suisse January 2002 - January 2006
Skills
Business Analysis, Equities, Financial Modeling, Hedge Funds, Financial Analysis, Valuation, Portfolio Management, Financial Services, Asset Management, Fixed Income, Investments, Series 7, Trading Systems, Derivatives, Bloomberg, Alternative Investments, Financial Markets, Electronic Trading, Securities, Options, Market Data, Capital Markets, Equity Trading, Trading, Mutual Funds, Management, SQL, Risk Management, FX Options
Education
UC Davis 1995 — 1999
Bachelor of Science (B.S.), Business/Managerial Economics
University of California, Davis 1995 — 1999
Lynn Challenger's Credit Suisse Experience June 1996 - June 1997
Job Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates April 2014 - February 2015
March of Dimes, San Francisco 2012 - June 2014
Mellon Capital Management September 2006 - March 2014
Dresdner Kleinwort 2004 - 2006
WR Hambrecht + Co 2000 - 2002
Volpe Brown Whelan 1999 - 2000
Credit Suisse June 1996 - June 1997
Credit Suisse June 1995 - June 1996
O'Connor and Associates 1991 - 1995
Swiss Bank Corporation 1991 - 1995
Skills
Trading, Options, Equities, Equity Trading, Electronic Trading, Hedge Funds, Trading Systems, Fixed Income, Bloomberg, Financial Markets, Derivatives, Capital Markets, FX Options, Alternative Investments, Asset Managment, Commodity, FX trading, ETFs, Currency, Equity Derivatives, Securities, Investments, Swaps, Trading Strategies, Hedging, Asset Allocation, Structured Products, Bonds, Credit Derivatives, Interest Rate..., Emerging Markets, Investment Management, Risk Management, Market Risk, Commodity Markets, Prime Brokerage, Corporate Finance, Structured Finance, Financial Services, Equity Valuation, Financial Structuring, Foreign Exchange, Asset Management, Financial Risk, VBA, Rates, Chartered Financial..., Funding, Investor Relations, Bloomberg Terminal
Education
University of California, Berkeley 1986 — 1990
Bachelor's Degree, Business Administration and Management, Finance and Accounting
Bridgewater Associates April 2014 - February 2015
March of Dimes, San Francisco 2012 - June 2014
Mellon Capital Management September 2006 - March 2014
Dresdner Kleinwort 2004 - 2006
WR Hambrecht + Co 2000 - 2002
Volpe Brown Whelan 1999 - 2000
Credit Suisse June 1996 - June 1997
Credit Suisse June 1995 - June 1996
O'Connor and Associates 1991 - 1995
Swiss Bank Corporation 1991 - 1995
Skills
Trading, Options, Equities, Equity Trading, Electronic Trading, Hedge Funds, Trading Systems, Fixed Income, Bloomberg, Financial Markets, Derivatives, Capital Markets, FX Options, Alternative Investments, Asset Managment, Commodity, FX trading, ETFs, Currency, Equity Derivatives, Securities, Investments, Swaps, Trading Strategies, Hedging, Asset Allocation, Structured Products, Bonds, Credit Derivatives, Interest Rate..., Emerging Markets, Investment Management, Risk Management, Market Risk, Commodity Markets, Prime Brokerage, Corporate Finance, Structured Finance, Financial Services, Equity Valuation, Financial Structuring, Foreign Exchange, Asset Management, Financial Risk, VBA, Rates, Chartered Financial..., Funding, Investor Relations, Bloomberg Terminal
Education
University of California, Berkeley 1986 — 1990
Bachelor's Degree, Business Administration and Management, Finance and Accounting
Conrad Meyer Conrad Meyer's Credit Suisse Experience 1987 - 1996
Job Executive Director at UBS
Industry Financial Services
Experience
UBS April 2006 - Present
Calyon Corporate and Investment Bank 1996 - 2006
Credit Suisse 1987 - 1996
Skills
Leveraged Finance, Credit Risk, Corporate Finance, Structured Products, Structured Finance, Capital Markets, Securitization, Fixed Income, Financial Structuring, Investment Banking, Credit Derivatives, Derivatives, Alternative Investments, ABS, Equities, Interest Rate..., CDS
Education
University of California, Los Angeles 1978 — 1982
BA, Economics
UBS April 2006 - Present
Calyon Corporate and Investment Bank 1996 - 2006
Credit Suisse 1987 - 1996
Skills
Leveraged Finance, Credit Risk, Corporate Finance, Structured Products, Structured Finance, Capital Markets, Securitization, Fixed Income, Financial Structuring, Investment Banking, Credit Derivatives, Derivatives, Alternative Investments, ABS, Equities, Interest Rate..., CDS
Education
University of California, Los Angeles 1978 — 1982
BA, Economics
Bill Woodson's Credit Suisse Experience January 2007 - May 2014
Job
Industry Financial Services
Experience
Citi Private Bank May 2014 - Present
Credit Suisse January 2007 - May 2014
Merrill Lynch November 2001 - December 2006
myCFO June 1999 - November 2001
Arthur Andersen 1990 - 1998
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MS, Accounting
University of California, Irvine
BS, Economics
Citi Private Bank May 2014 - Present
Credit Suisse January 2007 - May 2014
Merrill Lynch November 2001 - December 2006
myCFO June 1999 - November 2001
Arthur Andersen 1990 - 1998
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MS, Accounting
University of California, Irvine
BS, Economics
Elise Matsubara's Credit Suisse Experience January 2005 - Present
Job Director at Credit Suisse / Treasury IT Program Manager
Industry Financial Services
Experience
Credit Suisse January 2005 - Present
Self-employed January 2005 - January 2005
PeopleSoft USA (now Oracle) August 1998 - January 2005
Non-profit organization January 1994 - July 1996
Education
University of Michigan 1996 — 1998
Master of Science, School of Information
University of California, Berkeley 1991 — 1995
Bachelor of Arts
Zama American High School
Credit Suisse January 2005 - Present
Self-employed January 2005 - January 2005
PeopleSoft USA (now Oracle) August 1998 - January 2005
Non-profit organization January 1994 - July 1996
Education
University of Michigan 1996 — 1998
Master of Science, School of Information
University of California, Berkeley 1991 — 1995
Bachelor of Arts
Zama American High School
Andy Jost's Credit Suisse Experience July 1988 - December 1995
Job Technical Director Enterprise Architecture at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab October 2011 - Present
Charles Schwab June 2006 - October 2011
Charles Schwab September 1997 - May 2006
Seer Technologies January 1996 - August 1997
Credit Suisse July 1988 - December 1995
Skills
Enterprise Architecture, Application Architecture, IT Strategy, Graphic Design, Data Visualization, Tableau, Solution Architecture, SDLC, Data Modeling, DB2, RUP, Mainframe, TOGAF, Adobe Creative Suite
Education
University of California, Berkeley 2010 — 2013
Professional Sequence in Graphic Design
Charles Schwab October 2011 - Present
Charles Schwab June 2006 - October 2011
Charles Schwab September 1997 - May 2006
Seer Technologies January 1996 - August 1997
Credit Suisse July 1988 - December 1995
Skills
Enterprise Architecture, Application Architecture, IT Strategy, Graphic Design, Data Visualization, Tableau, Solution Architecture, SDLC, Data Modeling, DB2, RUP, Mainframe, TOGAF, Adobe Creative Suite
Education
University of California, Berkeley 2010 — 2013
Professional Sequence in Graphic Design
Carl Kawabe, CFA's Credit Suisse Experience March 1995 - Present
Job Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse March 1995 - Present
Skills
CFA
Education
USC Marshall School of Business 1992 — 1995
MBA
UCLA 1978 — 1983
BA
Credit Suisse March 1995 - Present
Skills
CFA
Education
USC Marshall School of Business 1992 — 1995
MBA
UCLA 1978 — 1983
BA
Jon Chow's Credit Suisse Experience May 2010 - Present
Job Asian Equity Sales at Credit Suisse
Industry Research
Experience
Credit Suisse May 2010 - Present
Artisan Partners November 2006 - April 2010
Prudential Equity Group April 2005 - October 2006
Skills
Equity Research, Bloomberg, Equity Sales, Equities
Education
University of California, Davis 2000 — 2005
Credit Suisse May 2010 - Present
Artisan Partners November 2006 - April 2010
Prudential Equity Group April 2005 - October 2006
Skills
Equity Research, Bloomberg, Equity Sales, Equities
Education
University of California, Davis 2000 — 2005
Jennifer Kemper Remillard's Credit Suisse Experience 2004 - 2006
Job Interior Designer
Industry Architecture & Planning
Experience
Michael Graves & Associates 2007 - 2008
Kondylis Design 2006 - 2007
Credit Suisse 2004 - 2006
Deloitte & Touche 2002 - 2004
Arthur Andersen 1999 - 2002
Education
University of California, Los Angeles 2001 — 2004
Interior Design
University of California, San Diego 1995 — 1999
Psychology
Michael Graves & Associates 2007 - 2008
Kondylis Design 2006 - 2007
Credit Suisse 2004 - 2006
Deloitte & Touche 2002 - 2004
Arthur Andersen 1999 - 2002
Education
University of California, Los Angeles 2001 — 2004
Interior Design
University of California, San Diego 1995 — 1999
Psychology
Stan Yeung's Credit Suisse Experience June 2008 - June 2013
Job Finance Professional
Industry Financial Services
Experience
Credit Suisse June 2008 - June 2013
Wamu February 2006 - January 2008
Washington Mutual April 2003 - January 2006
Skills
Derivatives, Fixed Income, Bloomberg, Trading, Portfolio Management, Series 7, Capital Markets, Hedge Funds, Investments, Trading Systems, Securities, Series 63, Financial Markets, Financial Modeling, Banking, Risk Management
Education
University of California, Davis 1996 — 2000
Bachelor of Science (BS), Managerial Economics
Credit Suisse June 2008 - June 2013
Wamu February 2006 - January 2008
Washington Mutual April 2003 - January 2006
Skills
Derivatives, Fixed Income, Bloomberg, Trading, Portfolio Management, Series 7, Capital Markets, Hedge Funds, Investments, Trading Systems, Securities, Series 63, Financial Markets, Financial Modeling, Banking, Risk Management
Education
University of California, Davis 1996 — 2000
Bachelor of Science (BS), Managerial Economics
Chao Chin's Credit Suisse Experience January 2006 - September 2007
Job M&A, Strategy & Finance
Industry Food Production
Experience
Bunge Europe July 2010 - August 2013
Bunge Limited October 2007 - June 2010
Credit Suisse January 2006 - September 2007
Credit Suisse July 2002 - December 2005
Credit Suisse July 1999 - June 2002
Skills
Emerging Markets, Financial Modeling, Investment Banking, Corporate Finance, Mergers & Acquisitions, M&A experience, Corporate Development, Valuation, Due Diligence, Commodity, Strategy, Trading, Financial Analysis, Business Strategy, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Bunge Europe July 2010 - August 2013
Bunge Limited October 2007 - June 2010
Credit Suisse January 2006 - September 2007
Credit Suisse July 2002 - December 2005
Credit Suisse July 1999 - June 2002
Skills
Emerging Markets, Financial Modeling, Investment Banking, Corporate Finance, Mergers & Acquisitions, M&A experience, Corporate Development, Valuation, Due Diligence, Commodity, Strategy, Trading, Financial Analysis, Business Strategy, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Kai-Ching Lin's Credit Suisse Experience 2005 - 2007
Job Managing Director at Houlihan Lokey
Industry Financial Services
Experience
Valley National Bank 2015 - Present
Boom Trend Investment 2012 - 2014
Houlihan Lokey 2009 - 2011
Duff and Phelps 2007 - 2009
Credit Suisse 2005 - 2007
JP Morgan Chase 2002 - 2005
Skills
Valuation, Management, Fixed Income, Financial Services, Credit Derivatives, Mortgage Lending, Financial Modeling, Equities, Hedge Funds, Capital Markets, Derivatives, Investment Banking, Portfolio Management, Investments, Asset Management, Finance
Education
University of California, Los Angeles
Ph.D., Mathematics
Valley National Bank 2015 - Present
Boom Trend Investment 2012 - 2014
Houlihan Lokey 2009 - 2011
Duff and Phelps 2007 - 2009
Credit Suisse 2005 - 2007
JP Morgan Chase 2002 - 2005
Skills
Valuation, Management, Fixed Income, Financial Services, Credit Derivatives, Mortgage Lending, Financial Modeling, Equities, Hedge Funds, Capital Markets, Derivatives, Investment Banking, Portfolio Management, Investments, Asset Management, Finance
Education
University of California, Los Angeles
Ph.D., Mathematics
Alexander Shakibnia's Credit Suisse Experience August 2010 - June 2012
Job Associate at Friedman Fleischer & Lowe
Industry Financial Services
Experience
Friedman Fleischer & Lowe 2012 - Present
Credit Suisse August 2010 - June 2012
Education
University of California, Los Angeles 2005 — 2009
Friedman Fleischer & Lowe 2012 - Present
Credit Suisse August 2010 - June 2012
Education
University of California, Los Angeles 2005 — 2009
Peter Soerenssen's Credit Suisse Experience January 1906 - December 1909
Job VP, Business Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2007 - Present
Sumitomo Bank, Ltd January 1910 - May 1912
Credit Suisse January 1906 - December 1909
Commerzbank AG January 1900 - December 1906
Skills
Small Business Lending, Commercial Lending, Credit, Credit Analysis, Loans, Banking, Financial Analysis, Commercial Banking, Lines Of Credit, Loan Origination, Mortgage Lending, Sales, Cash Management, Treasury Management, Business Development, New Business Development, Finance, Commercial Mortgages, Strategic Financial..., Financial Services, Mergers & Acquisitions, Portfolio Management, Relationship Management, Wealth Management, Underwriting, Retail Banking, Mortgage Banking, Investments
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Wells Fargo Bank January 2007 - Present
Sumitomo Bank, Ltd January 1910 - May 1912
Credit Suisse January 1906 - December 1909
Commerzbank AG January 1900 - December 1906
Skills
Small Business Lending, Commercial Lending, Credit, Credit Analysis, Loans, Banking, Financial Analysis, Commercial Banking, Lines Of Credit, Loan Origination, Mortgage Lending, Sales, Cash Management, Treasury Management, Business Development, New Business Development, Finance, Commercial Mortgages, Strategic Financial..., Financial Services, Mergers & Acquisitions, Portfolio Management, Relationship Management, Wealth Management, Underwriting, Retail Banking, Mortgage Banking, Investments
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Noel Vales's Credit Suisse Experience 1997 - 1998
Job Associate Commercial Real Estate Attorney at Pillsbury Winthrop Shaw Pittman LLP
Industry Law Practice
Experience
Pillsbury Winthrop Shaw Pittman LLP December 2014 - Present
Schulte Roth & Zabel LLP July 2013 - December 2014
Morgan Stanley 2011 - 2013
DLA Piper 2011 - 2011
Deutsche Bank 2009 - 2011
Thelen Reid Brown Raysman & Steiner LLP 2006 - 2008
Sonnenschein Nath & Rosenthal LLP 2004 - 2006
Nixon Peabody 1999 - 2004
Cadwalader, Wickersham & Taft LLP 1998 - 1999
Credit Suisse 1997 - 1998
Education
University of San Diego School of Law 1994 — 1997
JD, Law
University of California, Los Angeles
BA, Political Science
James Logan High School
Pillsbury Winthrop Shaw Pittman LLP December 2014 - Present
Schulte Roth & Zabel LLP July 2013 - December 2014
Morgan Stanley 2011 - 2013
DLA Piper 2011 - 2011
Deutsche Bank 2009 - 2011
Thelen Reid Brown Raysman & Steiner LLP 2006 - 2008
Sonnenschein Nath & Rosenthal LLP 2004 - 2006
Nixon Peabody 1999 - 2004
Cadwalader, Wickersham & Taft LLP 1998 - 1999
Credit Suisse 1997 - 1998
Education
University of San Diego School of Law 1994 — 1997
JD, Law
University of California, Los Angeles
BA, Political Science
James Logan High School
Edward Chin's Credit Suisse Experience 2014 - Present
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse 2014 - Present
US Army 2001 - 2005
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Yonsei University
MA
University of California, Berkeley
BA
Credit Suisse 2014 - Present
US Army 2001 - 2005
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Yonsei University
MA
University of California, Berkeley
BA
David Kay's Credit Suisse Experience September 2003 - September 2004
Job Entrepreneur Business Development
Industry Investment Management
Experience
Enclave Capital, LLC (FINRA, SIPC) January 2015 - Present
MBD Asset Managers November 2013 - June 2015
Rose Ent. Group June 2011 - September 2013
Buddha Bar New York August 2005 - March 2011
Grosvenor Trading House LTD, London International Bank, Fisher Island Holdings LTD October 2004 - March 2011
Credit Suisse September 2003 - September 2004
Skills
Hospitality, Restaurants, Hospitality Industry, Event Management, Food & Beverage, Change Management, Business Management, New Business Development, Competitive Intelligence, Social Media, Management, Budgets, Marketing Strategy, Investments, Entrepreneurship, Leadership, Online Marketing, Business Planning, Marketing, Entertainment, Marketing Communications, Advertising, Public Relations, Event Planning, Social Media Marketing, Brand Development, Corporate Events, Social Networking, Start-ups, Creative Direction, Direct Marketing, Emerging Markets, Mining, Real Estate Development, Sponsorship, Portfolio Management, Online Advertising, Sales, Trade Shows, Strategic Partnerships, Due Diligence, Investment Banking, Trading, Strategic Planning, Business Strategy, Negotiation, Business Development
Education
UCLA
Business/Managerial Economics
Enclave Capital, LLC (FINRA, SIPC) January 2015 - Present
MBD Asset Managers November 2013 - June 2015
Rose Ent. Group June 2011 - September 2013
Buddha Bar New York August 2005 - March 2011
Grosvenor Trading House LTD, London International Bank, Fisher Island Holdings LTD October 2004 - March 2011
Credit Suisse September 2003 - September 2004
Skills
Hospitality, Restaurants, Hospitality Industry, Event Management, Food & Beverage, Change Management, Business Management, New Business Development, Competitive Intelligence, Social Media, Management, Budgets, Marketing Strategy, Investments, Entrepreneurship, Leadership, Online Marketing, Business Planning, Marketing, Entertainment, Marketing Communications, Advertising, Public Relations, Event Planning, Social Media Marketing, Brand Development, Corporate Events, Social Networking, Start-ups, Creative Direction, Direct Marketing, Emerging Markets, Mining, Real Estate Development, Sponsorship, Portfolio Management, Online Advertising, Sales, Trade Shows, Strategic Partnerships, Due Diligence, Investment Banking, Trading, Strategic Planning, Business Strategy, Negotiation, Business Development
Education
UCLA
Business/Managerial Economics
Christie Keyes's Credit Suisse Experience March 2003 - June 2004
Job Vice President, Business Development at Sony Pictures Entertainment
Industry Entertainment
Experience
Sony Pictures Entertainment February 2006 - February 2015
Levi Strauss & Co. December 2004 - February 2006
Credit Suisse March 2003 - June 2004
Credit Suisse January 2002 - March 2003
Donaldson, Lufkin & Jenrette / Credit Suisse September 2000 - January 2002
Kirk and Anne Douglas 1998 - 2000
Skills
Mergers & Acquisitions, Business Development, Strategic Partnerships, Strategy, Strategic Planning, Financial Modeling, Digital Media, Financial Analysis
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Arts, Business Economics
Sony Pictures Entertainment February 2006 - February 2015
Levi Strauss & Co. December 2004 - February 2006
Credit Suisse March 2003 - June 2004
Credit Suisse January 2002 - March 2003
Donaldson, Lufkin & Jenrette / Credit Suisse September 2000 - January 2002
Kirk and Anne Douglas 1998 - 2000
Skills
Mergers & Acquisitions, Business Development, Strategic Partnerships, Strategy, Strategic Planning, Financial Modeling, Digital Media, Financial Analysis
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Arts, Business Economics
Tim Kuo's Credit Suisse Experience September 2004 - October 2008
Job AttorneyAdviser, US Securities and Exchange Commission
Industry Investment Management
Experience
US Securities and Exchange Commission October 2012 - Present
Credit Suisse September 2004 - October 2008
McKee Nelson LLP June 2002 - August 2004
Sidley Austin LLP October 2000 - May 2002
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Structured Products, Hedge Funds, Valuation, Private Equity, Trading Systems, Equity Derivatives, Corporate Finance, Credit Derivatives, FX Options, Emerging Markets, Financial Modeling, Financial Markets, Structured Finance, Portfolio Management, Asset Management
Education
Tulane University Law School 1997 — 2000
JD
UCLA 1991 — 1996
Bachelor of Arts (BA), Philosophy
US Securities and Exchange Commission October 2012 - Present
Credit Suisse September 2004 - October 2008
McKee Nelson LLP June 2002 - August 2004
Sidley Austin LLP October 2000 - May 2002
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Structured Products, Hedge Funds, Valuation, Private Equity, Trading Systems, Equity Derivatives, Corporate Finance, Credit Derivatives, FX Options, Emerging Markets, Financial Modeling, Financial Markets, Structured Finance, Portfolio Management, Asset Management
Education
Tulane University Law School 1997 — 2000
JD
UCLA 1991 — 1996
Bachelor of Arts (BA), Philosophy
Tanya Gupta's Credit Suisse Experience June 2012 - February 2014
Job Student at University of California, Berkeley, Haas School of Business
Industry Banking
Experience
Moody's Analytics October 2014 - Present
University of California, Berkeley, Haas School of Business March 2014 - Present
Credit Suisse June 2012 - February 2014
State Bank of India July 2010 - September 2011
Skills
Financial Modeling, Credit Analysis, Investment Banking, Equity Research, Corporate Finance, Valuation
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
MFE, MFE
Xavier Institute of Management 2008 — 2010
Master of Business Administration (MBA), Finance, General
Dhirubhai Ambani Institute of Information and Communication Technology (DA-IICT) 2004 — 2008
Information and Communication Technology (ICT), Computer Science
Moody's Analytics October 2014 - Present
University of California, Berkeley, Haas School of Business March 2014 - Present
Credit Suisse June 2012 - February 2014
State Bank of India July 2010 - September 2011
Skills
Financial Modeling, Credit Analysis, Investment Banking, Equity Research, Corporate Finance, Valuation
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
MFE, MFE
Xavier Institute of Management 2008 — 2010
Master of Business Administration (MBA), Finance, General
Dhirubhai Ambani Institute of Information and Communication Technology (DA-IICT) 2004 — 2008
Information and Communication Technology (ICT), Computer Science
Christy Reining's Credit Suisse Experience April 2005 - April 2007
Job Owner at Pollywog Vineyards
Industry Financial Services
Experience
Pollywog Vineyards May 2008 - Present
Conifer Securities July 2008 - August 2010
Credit Suisse April 2005 - April 2007
Skills
Hedge Funds, Series 7, Series 63, Series 24, Options, Equities, Trading Systems, Capital Markets, Private Equity, Prime Brokerage, Securities, Alternative Investments, Asset Managment, Fixed Income
Education
University of California, Berkeley 1996 — 2001
BA, Comparative Literature, Minor Fine Arts
Oxford University 1997 — 1998
Pollywog Vineyards May 2008 - Present
Conifer Securities July 2008 - August 2010
Credit Suisse April 2005 - April 2007
Skills
Hedge Funds, Series 7, Series 63, Series 24, Options, Equities, Trading Systems, Capital Markets, Private Equity, Prime Brokerage, Securities, Alternative Investments, Asset Managment, Fixed Income
Education
University of California, Berkeley 1996 — 2001
BA, Comparative Literature, Minor Fine Arts
Oxford University 1997 — 1998
Carol Tregenza's Credit Suisse Experience 1982 - 1987
Job Community volunteer
Industry Fund-Raising
Experience
SFMaritime National Park Assoc. November 2012 - July 2013
Philharmonia Baroque Orchestra 2011 - 2011
San Francisco Maritime Park Association, Annual Gala Co-Chair September 2005 - September 2006
Credit Suisse 1982 - 1987
Banque Paribas 1980 - 1982
CREDIT LYONNAIS, New York 1978 - 1980
The Wine and Cheese Shop 1975 - 1976
Skills
Fundraising, Writing, Non-profits, Program Development, Volunteer Management, Public Speaking, Grant Writing, Public Relations, Community Outreach, Teaching, Nonprofits, Budgets, Marketing, Leadership, Research, Strategic Planning, Team Building, Editing, Advertising, Event Management, Philanthropy, Annual Giving, Event Planning, Leadership Development, Marketing Communications
Education
University of California, Berkeley 1970 — 1974
A.B., French, Art History
Amador High School 1966 — 1970
HS diploma, Colleg Prep
SFMaritime National Park Assoc. November 2012 - July 2013
Philharmonia Baroque Orchestra 2011 - 2011
San Francisco Maritime Park Association, Annual Gala Co-Chair September 2005 - September 2006
Credit Suisse 1982 - 1987
Banque Paribas 1980 - 1982
CREDIT LYONNAIS, New York 1978 - 1980
The Wine and Cheese Shop 1975 - 1976
Skills
Fundraising, Writing, Non-profits, Program Development, Volunteer Management, Public Speaking, Grant Writing, Public Relations, Community Outreach, Teaching, Nonprofits, Budgets, Marketing, Leadership, Research, Strategic Planning, Team Building, Editing, Advertising, Event Management, Philanthropy, Annual Giving, Event Planning, Leadership Development, Marketing Communications
Education
University of California, Berkeley 1970 — 1974
A.B., French, Art History
Amador High School 1966 — 1970
HS diploma, Colleg Prep
John Wang's Credit Suisse Experience June 2007 - August 2007
Job FullStack Software Engineer at Hack Reactor
Industry Internet
Experience
Hack Reactor June 2014 - Present
Zynga June 2012 - January 2014
Zynga October 2010 - June 2012
Google July 2008 - October 2010
Credit Suisse June 2007 - August 2007
Bayer HealthCare June 2006 - August 2006
Hitachi Data Systems June 2005 - August 2005
Skills
Product Management, JavaScript, jQuery, SQL, Node.js, Neo4j, HTML, CSS, Monetization, Analytics, Financial Modeling, Financial Analysis, Business Strategy, Start-ups, Social Networking, User Experience, Strategic Partnerships
Education
University of California, Berkeley, Haas School of Business
BS, Business Administration
Hack Reactor June 2014 - Present
Zynga June 2012 - January 2014
Zynga October 2010 - June 2012
Google July 2008 - October 2010
Credit Suisse June 2007 - August 2007
Bayer HealthCare June 2006 - August 2006
Hitachi Data Systems June 2005 - August 2005
Skills
Product Management, JavaScript, jQuery, SQL, Node.js, Neo4j, HTML, CSS, Monetization, Analytics, Financial Modeling, Financial Analysis, Business Strategy, Start-ups, Social Networking, User Experience, Strategic Partnerships
Education
University of California, Berkeley, Haas School of Business
BS, Business Administration
Katherine Galway's Credit Suisse Experience May 2006 - July 2008
Job Registered Client Service Associate/CIO Assistant
Industry Financial Services
Experience
Windward Capital Management July 2012 - Present
Dimensional Fund Advisors July 2010 - February 2012
Deutsche Bank Securities July 2009 - July 2010
Credit Suisse May 2006 - July 2008
Skills
Series 7, series 66, Mutual Funds, Series 63, Leadership, Superior Client Service, Trading, Portfolio Management, Operational Excellence, Highly detail oriented, Multi Tasking, High Pressure..., Investments, Equities, Asset Management, Finance, Fixed Income, Financial Analysis, Financial Modeling, Financial Services, Hedge Funds, Investment Banking
Education
UCLA Extension 2010 — 2015
Finance Certificate, Emphasis in Investment Management and Analysis
University of California, Berkeley 1999 — 2004
Bachelor's, International Economics, Slavic Languages & Literatures
Windward Capital Management July 2012 - Present
Dimensional Fund Advisors July 2010 - February 2012
Deutsche Bank Securities July 2009 - July 2010
Credit Suisse May 2006 - July 2008
Skills
Series 7, series 66, Mutual Funds, Series 63, Leadership, Superior Client Service, Trading, Portfolio Management, Operational Excellence, Highly detail oriented, Multi Tasking, High Pressure..., Investments, Equities, Asset Management, Finance, Fixed Income, Financial Analysis, Financial Modeling, Financial Services, Hedge Funds, Investment Banking
Education
UCLA Extension 2010 — 2015
Finance Certificate, Emphasis in Investment Management and Analysis
University of California, Berkeley 1999 — 2004
Bachelor's, International Economics, Slavic Languages & Literatures
Robert D Miller's Credit Suisse Experience October 2007 - June 2012
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Securities 2012 - Present
Credit Suisse October 2007 - June 2012
Citi November 1997 - October 2007
Cahill Gordon & Reindel July 1993 - November 1997
Education
University of Chicago Law School 1991 — 1994
Doctor of Law (JD), Law
Oxford University 1988 — 1991
Master of Studies, Philosophy and Mathematical Logic
University of California, Los Angeles 1981 — 1987
Bachelor of Arts (B.A.) and Master of Arts (M.A.), Philosophy
Deutsche Bank Securities 2012 - Present
Credit Suisse October 2007 - June 2012
Citi November 1997 - October 2007
Cahill Gordon & Reindel July 1993 - November 1997
Education
University of Chicago Law School 1991 — 1994
Doctor of Law (JD), Law
Oxford University 1988 — 1991
Master of Studies, Philosophy and Mathematical Logic
University of California, Los Angeles 1981 — 1987
Bachelor of Arts (B.A.) and Master of Arts (M.A.), Philosophy
Cecilia Pan's Credit Suisse Experience 2001 - 2003
Job Consultant Stone Castle
Industry Financial Services
Experience
Morgan Stanley February 2014 - May 2014
Bank of America August 2011 - September 2013
Merrill Lynch 2003 - 2008
Credit Suisse 2001 - 2003
Skills
Structured Products, Valuation, Credit, Financial Modeling, Capital Markets, Hedge Funds, Fixed Income, Portfolio Management, Derivatives, Equities, Investment Banking, Bloomberg, Bonds, Private Equity, Structured Finance
Education
Columbia Business School
Master of Business Administration (MBA)
UC Berkeley
BA, Economics
Morgan Stanley February 2014 - May 2014
Bank of America August 2011 - September 2013
Merrill Lynch 2003 - 2008
Credit Suisse 2001 - 2003
Skills
Structured Products, Valuation, Credit, Financial Modeling, Capital Markets, Hedge Funds, Fixed Income, Portfolio Management, Derivatives, Equities, Investment Banking, Bloomberg, Bonds, Private Equity, Structured Finance
Education
Columbia Business School
Master of Business Administration (MBA)
UC Berkeley
BA, Economics
Nancy Diana Hayden's Credit Suisse Experience April 2009 - April 2013
Job Executive Assistant at Eleven, Inc.
Industry Financial Services
Experience
Eleven, Inc. June 2014 - Present
Financial Technology Partners April 2013 - Present
Credit Suisse April 2009 - April 2013
Merrill Lynch November 2006 - January 2009
Skills
Series 7
Education
UCLA
Bachelor of Arts (B.A.), Sociology
Eleven, Inc. June 2014 - Present
Financial Technology Partners April 2013 - Present
Credit Suisse April 2009 - April 2013
Merrill Lynch November 2006 - January 2009
Skills
Series 7
Education
UCLA
Bachelor of Arts (B.A.), Sociology
Christophe Haeberlin's Credit Suisse Experience June 2011 - August 2011
Job Quality Assurance at Clear Capital
Industry Financial Services
Experience
Clear Capital April 2013 - Present
Heckler Magazine April 2013 - Present
NCP Sales September 2012 - Present
Specialty Sports Venture - Butterbox December 2012 - April 2013
Tahoe Snowboard Magazine September 2012 - April 2013
Groundzero Boardshop October 2010 - December 2012
Credit Suisse June 2011 - August 2011
Credit Suisse June 2010 - August 2010
Credit Suisse June 2009 - August 2009
Skills
Marketing, Financial Analysis, Valuation, Competitive Analysis, Sales, Account Management, Portfolio Management, Social Media, Private Equity, Research, Microsoft Office, Microsoft Excel, Investments, Data Analysis, PowerPoint, Equities, Alternative Investments, Customer Service
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), History
Clear Capital April 2013 - Present
Heckler Magazine April 2013 - Present
NCP Sales September 2012 - Present
Specialty Sports Venture - Butterbox December 2012 - April 2013
Tahoe Snowboard Magazine September 2012 - April 2013
Groundzero Boardshop October 2010 - December 2012
Credit Suisse June 2011 - August 2011
Credit Suisse June 2010 - August 2010
Credit Suisse June 2009 - August 2009
Skills
Marketing, Financial Analysis, Valuation, Competitive Analysis, Sales, Account Management, Portfolio Management, Social Media, Private Equity, Research, Microsoft Office, Microsoft Excel, Investments, Data Analysis, PowerPoint, Equities, Alternative Investments, Customer Service
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), History
Shelly Diaz's Credit Suisse Experience 2007 - Present
Job Director, Emerging Markets, Credit Suisse
Industry Banking
Experience
Credit Suisse 2007 - Present
Credit Suisse 2003 - 2006
Merrill Lynch 2000 - 2003
Merrill Lynch 1997 - 2000
Education
University of California, Davis 1990 — 1995
BA, International Relations (Economic Development), Spanish
Credit Suisse 2007 - Present
Credit Suisse 2003 - 2006
Merrill Lynch 2000 - 2003
Merrill Lynch 1997 - 2000
Education
University of California, Davis 1990 — 1995
BA, International Relations (Economic Development), Spanish
Yukié Jaqueline Tokuda's Credit Suisse Experience 2000 - 2001
Job
Industry Law Practice
Experience
Wilson Sonsini Goodrich & Rosati 2012 - Present
NomNommer, Inc. 2011 - 2015
Wilson Sonsini Goodrich and Rosati 2006 - 2011
MentorNet 2001 - 2003
Credit Suisse 2000 - 2001
PaineWebber 1999 - 2000
Skills
Corporate Law, Legal Advice, Mergers & Acquisitions, Corporate Finance, Finance, Legal Compliance, Private Equity, Start-ups
Education
University of Pennsylvania - The Wharton School
B.S. Economics
Boston College Law School
University of California, Berkeley - School of Law
Wilson Sonsini Goodrich & Rosati 2012 - Present
NomNommer, Inc. 2011 - 2015
Wilson Sonsini Goodrich and Rosati 2006 - 2011
MentorNet 2001 - 2003
Credit Suisse 2000 - 2001
PaineWebber 1999 - 2000
Skills
Corporate Law, Legal Advice, Mergers & Acquisitions, Corporate Finance, Finance, Legal Compliance, Private Equity, Start-ups
Education
University of Pennsylvania - The Wharton School
B.S. Economics
Boston College Law School
University of California, Berkeley - School of Law
Jon Omori's Credit Suisse Experience June 1996 - August 2006
Job Excited to be looking for new opportunities using my competitive drive and global equities and management experiences.
Industry Investment Banking
Experience
Barclays November 2014 - July 2015
Barclays Investment Bank April 2014 - October 2014
Barclays Capital Japan August 2010 - April 2014
Macquarie Bank August 2006 - September 2010
Credit Suisse June 1996 - August 2006
Skills
Equities, Trading Systems, Electronic Trading, Financial Markets, Equity Trading, Bloomberg, Derivatives, Equity Derivatives, Hedge Funds, Market Data, Trading, Capital Markets, Fixed Income, Investment Banking, Options, Investments, Risk Management
Education
University of California, Berkeley 1984 — 1990
P.E.I.S.
Barclays November 2014 - July 2015
Barclays Investment Bank April 2014 - October 2014
Barclays Capital Japan August 2010 - April 2014
Macquarie Bank August 2006 - September 2010
Credit Suisse June 1996 - August 2006
Skills
Equities, Trading Systems, Electronic Trading, Financial Markets, Equity Trading, Bloomberg, Derivatives, Equity Derivatives, Hedge Funds, Market Data, Trading, Capital Markets, Fixed Income, Investment Banking, Options, Investments, Risk Management
Education
University of California, Berkeley 1984 — 1990
P.E.I.S.
Frank Murphy's Credit Suisse Experience May 2001 - November 2002
Job Sr. QA Manager at Rdio
Industry Computer Software
Experience
Rdio July 2013 - Present
Rhapsody International January 2011 - June 2013
Education Francaise Bay Area/French Education in the Bay Area April 2009 - January 2012
OpenTV November 2008 - January 2011
Nagravision October 2003 - November 2008
Credit Suisse May 2001 - November 2002
Bookface March 2000 - December 2000
Brightmail 1997 - 1999
Total Entertainment Network April 1996 - April 1998
Tandem Computers July 1995 - November 1996
Skills
Quality Assurance, Integration, Engineering, Software Development, Linux
Education
University of California, Davis 1991 — 1995
Bachelor of Science, Computer Science
St. Ignatius 1987 — 1991
St. Brendan
Rdio July 2013 - Present
Rhapsody International January 2011 - June 2013
Education Francaise Bay Area/French Education in the Bay Area April 2009 - January 2012
OpenTV November 2008 - January 2011
Nagravision October 2003 - November 2008
Credit Suisse May 2001 - November 2002
Bookface March 2000 - December 2000
Brightmail 1997 - 1999
Total Entertainment Network April 1996 - April 1998
Tandem Computers July 1995 - November 1996
Skills
Quality Assurance, Integration, Engineering, Software Development, Linux
Education
University of California, Davis 1991 — 1995
Bachelor of Science, Computer Science
St. Ignatius 1987 — 1991
St. Brendan
Nicholas Rose's Credit Suisse Experience October 2014 - Present
Job Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 2014 - Present
Natixis June 2013 - October 2014
Morgan Stanley October 2011 - June 2012
Bank of America Merrill Lynch June 2011 - September 2011
Education
University of California, Los Angeles 2008 — 2012
Bachelor's Degree, Political Science
St. Ignatius College Preparatory 2004 — 2008
High School
Investment Banking Institute 2012 — 2012
Financial Modeling & Valuation
Credit Suisse October 2014 - Present
Natixis June 2013 - October 2014
Morgan Stanley October 2011 - June 2012
Bank of America Merrill Lynch June 2011 - September 2011
Education
University of California, Los Angeles 2008 — 2012
Bachelor's Degree, Political Science
St. Ignatius College Preparatory 2004 — 2008
High School
Investment Banking Institute 2012 — 2012
Financial Modeling & Valuation
Lilla Zhu's Credit Suisse Experience October 2004 - January 2005
Job CIMA, CAIA
Industry Investment Management
Experience
Merrill Lynch September 2012 - Present
Morgan Stanley September 2009 - September 2012
ARES Capital Group, Inc. July 2009 - August 2009
US Securities and Exchange Commission April 2009 - June 2009
J.P. Morgan August 2006 - August 2008
Credit Suisse October 2004 - January 2005
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Asset Allocation, Investment Banking, Mutual Funds, Wealth Management..., Investment Strategies, Wealth Management, Bloomberg, High Net Worth..., Analysis, Series 63, Series 7, Investment Advisory, Investment Management, ETFs, Private Banking, Strategic Financial..., Retirement Planning, Portfolio Management, Private Equity, Due Diligence, Securities, Equity Research, Bonds, Options, Trading, Financial Advisory
Education
University of California, Los Angeles 2009 — 2009
Graduate Certificate, Paralegal - Litigation/Corporations
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S., Finance
Benjamin N. Cardozo HS 1999 — 2002
HS
Greater Grace International School 1993 — 1999
Merrill Lynch September 2012 - Present
Morgan Stanley September 2009 - September 2012
ARES Capital Group, Inc. July 2009 - August 2009
US Securities and Exchange Commission April 2009 - June 2009
J.P. Morgan August 2006 - August 2008
Credit Suisse October 2004 - January 2005
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Asset Allocation, Investment Banking, Mutual Funds, Wealth Management..., Investment Strategies, Wealth Management, Bloomberg, High Net Worth..., Analysis, Series 63, Series 7, Investment Advisory, Investment Management, ETFs, Private Banking, Strategic Financial..., Retirement Planning, Portfolio Management, Private Equity, Due Diligence, Securities, Equity Research, Bonds, Options, Trading, Financial Advisory
Education
University of California, Los Angeles 2009 — 2009
Graduate Certificate, Paralegal - Litigation/Corporations
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S., Finance
Benjamin N. Cardozo HS 1999 — 2002
HS
Greater Grace International School 1993 — 1999
James Scilacci's Credit Suisse Experience July 2010 - July 2012
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
RBC Capital Markets July 2012 - May 2014
Credit Suisse July 2010 - July 2012
Western Asset Management June 2009 - August 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers, Renewable Energy, Leveraged Finance, Utilities, Power, Investments, Mergers & Acquisitions, Project Finance, Equities, Investment Banking, Analysis, Capital Markets, Bloomberg, Finance
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Economics
Morgan Stanley June 2014 - Present
RBC Capital Markets July 2012 - May 2014
Credit Suisse July 2010 - July 2012
Western Asset Management June 2009 - August 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers, Renewable Energy, Leveraged Finance, Utilities, Power, Investments, Mergers & Acquisitions, Project Finance, Equities, Investment Banking, Analysis, Capital Markets, Bloomberg, Finance
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Economics
Aileen So's Credit Suisse Experience Senior Registered Client Service AssociateUBS Wealth ManagementJune 2001 - September 2008
Job Relationship Associate at Credit Suisse
Industry Banking
Experience
Credit Suisse Senior Registered Client Service AssociateUBS Wealth ManagementJune 2001 - September 2008
Deutsche Bank Alex. Brown July 1996 - June 2001
Education
UC Davis 1989 — 1993
BS, Managerial Economics
Credit Suisse Senior Registered Client Service AssociateUBS Wealth ManagementJune 2001 - September 2008
Deutsche Bank Alex. Brown July 1996 - June 2001
Education
UC Davis 1989 — 1993
BS, Managerial Economics
Robert Leiter's Credit Suisse Experience July 2015 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Venture Capital & Private Equity
Experience
Credit Suisse July 2015 - Present
GC Capital May 2013 - May 2014
Education
University of California, Berkeley 2010 — 2015
BA, International Business
Villa Park High School 2006 — 2010
High School Diploma
Credit Suisse July 2015 - Present
GC Capital May 2013 - May 2014
Education
University of California, Berkeley 2010 — 2015
BA, International Business
Villa Park High School 2006 — 2010
High School Diploma
Glendora Mendaros's Credit Suisse Experience February 2011 - Present
Job Line Business Manager at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse February 2011 - Present
Education
University of California, Berkeley
B.A., English Literature
Credit Suisse February 2011 - Present
Education
University of California, Berkeley
B.A., English Literature
Andy Ansel's Credit Suisse Experience 1995 - 1998
Job Trader
Industry Financial Services
Experience
RBC Capital Markets May 2011 - Present
Templar Securities November 2007 - May 2011
Credit Suisse 1995 - 1998
Kidder Peabody June 1984 - February 1989
Skills
Electronic Trading, Trading Systems, Fixed Income, Derivatives, Trading, Capital Markets, Market Data, Bloomberg, Swaps, Equities, FX Options, Interest Rate..., Equity Derivatives, Trading Strategies, Options, Credit Derivatives
Education
The University of Chicago 1982 — 1984
MBA, Finance
University of California, Los Angeles 1978 — 1982
BA, Economics
RBC Capital Markets May 2011 - Present
Templar Securities November 2007 - May 2011
Credit Suisse 1995 - 1998
Kidder Peabody June 1984 - February 1989
Skills
Electronic Trading, Trading Systems, Fixed Income, Derivatives, Trading, Capital Markets, Market Data, Bloomberg, Swaps, Equities, FX Options, Interest Rate..., Equity Derivatives, Trading Strategies, Options, Credit Derivatives
Education
The University of Chicago 1982 — 1984
MBA, Finance
University of California, Los Angeles 1978 — 1982
BA, Economics
Marilyn Hirsch's Credit Suisse Experience January 2000 - December 2006
Job SVP Corporate Development & Capital Deployment Allstate
Industry Insurance
Experience
AIG June 2013 - January 2015
AIG May 2011 - June 2013
Delek January 2007 - July 2009
Credit Suisse January 2000 - December 2006
Donaldson, Lufkin & Jenrette August 1995 - December 2000
Skills
Risk Management, Strategic Planning, Start-ups, Banking, Capital Markets, Business Strategy, Management Consulting, Private Equity, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Investment Banking, Investments, Valuation, Portfolio Management
Education
University of California, Berkeley 1991 — 1995
Masters of Science in Finance (ABD Finance and Real Estate)
University of Pennsylvania 1985 — 1989
BS Civil Engineering & BS Economics (Financae), Management & Technology Program
AIG June 2013 - January 2015
AIG May 2011 - June 2013
Delek January 2007 - July 2009
Credit Suisse January 2000 - December 2006
Donaldson, Lufkin & Jenrette August 1995 - December 2000
Skills
Risk Management, Strategic Planning, Start-ups, Banking, Capital Markets, Business Strategy, Management Consulting, Private Equity, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Investment Banking, Investments, Valuation, Portfolio Management
Education
University of California, Berkeley 1991 — 1995
Masters of Science in Finance (ABD Finance and Real Estate)
University of Pennsylvania 1985 — 1989
BS Civil Engineering & BS Economics (Financae), Management & Technology Program
Clarinda Irene Chandra's Credit Suisse Experience July 2013 - August 2013
Job Haas School of Business, UC Berkeley
Industry Financial Services
Experience
Lazard June 2015 - August 2015
Credit Suisse July 2013 - August 2013
PT Sinarmas Sekuritas December 2012 - January 2013
Indonesia Stock Exchange June 2012 - July 2012
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor's Degree, BS in Business Administration and BA in Psychology
Bina Bangsa School 2006 — 2012
Lazard June 2015 - August 2015
Credit Suisse July 2013 - August 2013
PT Sinarmas Sekuritas December 2012 - January 2013
Indonesia Stock Exchange June 2012 - July 2012
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor's Degree, BS in Business Administration and BA in Psychology
Bina Bangsa School 2006 — 2012
Verena Nicola Budiman's Credit Suisse Experience July 2015 - August 2015
Job Investment Banking Summer Analyst at Credit Suisse
Industry Investment Banking
Experience
Volunteer Income Tax Assistance October 2012 - Present
Credit Suisse July 2015 - August 2015
Hadiputranto, Hadinoto & Partners June 2015 - July 2015
Academies for Social Entrepreneurship January 2015 - June 2015
CIMB July 2014 - September 2014
Clique Media / Who What Wear January 2014 - March 2014
Julius Baer July 2013 - September 2013
Apollo Jets April 2013 - June 2013
Cosmopolitan Magazine June 2010 - July 2010
SCTV June 2009 - July 2009
Skills
Finance, Microsoft Word, Tax Preparation, Accounting, Bloomberg Terminal, Braille, Microsoft Excel, Economics, PowerPoint, Teamwork, Microsoft Office, Marketing
Education
UCLA 2012 — 2016
Bachelor of Science (B.S.), Business/Managerial Economics, Accounting, Civic Engagement, 3.8
Jakarta International School 2009 — 2012
High School Diploma, 4.1
Volunteer Income Tax Assistance October 2012 - Present
Credit Suisse July 2015 - August 2015
Hadiputranto, Hadinoto & Partners June 2015 - July 2015
Academies for Social Entrepreneurship January 2015 - June 2015
CIMB July 2014 - September 2014
Clique Media / Who What Wear January 2014 - March 2014
Julius Baer July 2013 - September 2013
Apollo Jets April 2013 - June 2013
Cosmopolitan Magazine June 2010 - July 2010
SCTV June 2009 - July 2009
Skills
Finance, Microsoft Word, Tax Preparation, Accounting, Bloomberg Terminal, Braille, Microsoft Excel, Economics, PowerPoint, Teamwork, Microsoft Office, Marketing
Education
UCLA 2012 — 2016
Bachelor of Science (B.S.), Business/Managerial Economics, Accounting, Civic Engagement, 3.8
Jakarta International School 2009 — 2012
High School Diploma, 4.1
Iris Shin's Credit Suisse Experience 2004 - 2006
Job Investment Management Professional
Industry Investment Management
Experience
Post Advisory Group 2013 - Present
Glenview Capital 2008 - 2012
Leonard Green & Partners 2006 - 2008
Credit Suisse 2004 - 2006
Skills
Hedge Funds, Valuation, Private Equity, Financial Modeling, Equities, Bloomberg, Investment Banking, Capital Markets, Fixed Income, Investments, Due Diligence, Asset Management, Corporate Finance, Equity Research
Education
Haas School of Business, UC Berkeley 2002 — 2003
UC Berkeley 2000 — 2001
Post Advisory Group 2013 - Present
Glenview Capital 2008 - 2012
Leonard Green & Partners 2006 - 2008
Credit Suisse 2004 - 2006
Skills
Hedge Funds, Valuation, Private Equity, Financial Modeling, Equities, Bloomberg, Investment Banking, Capital Markets, Fixed Income, Investments, Due Diligence, Asset Management, Corporate Finance, Equity Research
Education
Haas School of Business, UC Berkeley 2002 — 2003
UC Berkeley 2000 — 2001
George R. Chen's Credit Suisse Experience June 2003 - June 2007
Job Venture Capitalist
Industry Venture Capital & Private Equity
Experience
StillPoint Capital LLC July 2014 - November 2014
RBC Capital Markets August 2011 - July 2012
Deutsche Bank July 2007 - November 2010
Credit Suisse June 2003 - June 2007
RBC Capital Markets July 2002 - May 2003
Lehman Brothers June 2001 - August 2001
Education
University of California, Berkeley 1998 — 2002
Bachelor of Science
StillPoint Capital LLC July 2014 - November 2014
RBC Capital Markets August 2011 - July 2012
Deutsche Bank July 2007 - November 2010
Credit Suisse June 2003 - June 2007
RBC Capital Markets July 2002 - May 2003
Lehman Brothers June 2001 - August 2001
Education
University of California, Berkeley 1998 — 2002
Bachelor of Science
Deborah Key's Credit Suisse Experience January 1988 - April 1989
Job Senior Vice President/Wealth Advisor at UBS
Industry Financial Services
Experience
UBS March 2001 - Present
Merrill Lynch April 1989 - March 2001
Credit Suisse January 1988 - April 1989
Morgan Stanley July 1987 - July 1988
Skills
Wealth Management, Asset Allocation, Retirement Planning, Series 7, Investment Advisory, Wealth Management..., Investment Strategies, Estate Planning, Wealth, Investments, Financial Advisory, Strategic Financial..., Portfolio Management, Private Banking, Asset Management, High Net Worth...
Education
University of California, Los Angeles
UBS March 2001 - Present
Merrill Lynch April 1989 - March 2001
Credit Suisse January 1988 - April 1989
Morgan Stanley July 1987 - July 1988
Skills
Wealth Management, Asset Allocation, Retirement Planning, Series 7, Investment Advisory, Wealth Management..., Investment Strategies, Estate Planning, Wealth, Investments, Financial Advisory, Strategic Financial..., Portfolio Management, Private Banking, Asset Management, High Net Worth...
Education
University of California, Los Angeles
Adam Simms's Credit Suisse Experience August 2002 - April 2004
Job Portfolio Manager at Aspen Capital
Industry Financial Services
Experience
Aspen Capital Management January 2008 - Present
Deutsche Bank April 2004 - January 2008
Credit Suisse August 2002 - April 2004
Education
University of Southern California 2000 — 2002
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1993 — 1997
Bachelor's Degree, Applied Mathematics
Aspen Capital Management January 2008 - Present
Deutsche Bank April 2004 - January 2008
Credit Suisse August 2002 - April 2004
Education
University of Southern California 2000 — 2002
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1993 — 1997
Bachelor's Degree, Applied Mathematics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.