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.
Credit Suisse Salaries. You can even request information on how much does Credit Suisse pay if you want to. Learn about salaries, pros and cons of working for Credit Suisse directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
American Express Company February 2013 - Present
American Express Company August 2007 - Present
GE Capital 2006 - 2007
Credit Suisse 2003 - 2006
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, Corporate Finance, Internal Controls, Auditing, Financial Services
Education
University of Colorado Boulder 1991 — 1995
Bachelor of Science (BS), Accounting and Finance
Joseph Auto Group - Porsche of Kings Automall June 2014 - Present
First Community Mortgage - Wholesale & Correspondent Lender May 2013 - October 2013
Unison Site January 2011 - January 2013
Fifth Third Bank 2009 - 2010
SST 2008 - 2009
Credit Suisse 2007 - 2008
Ownit Mortgage Solutions 1994 - 1996
First Franklin 1990 - 1994
Skills
Strategy, Sales Process, Training, Sales, Business Development, Contract Negotiation, Mobile Devices, Sales Management, Account Management, New Business Development, Mortgage Lending, Selling, Direct Sales, Mortgage Banking, B2B, Cold Calling, Team Building, Credit, Sales Operations, Negotiation, Warehouse Lending, Correspondent Banking, Salesforce.com, Executive Management, Loans, Banking, Lease Options, Due Diligence, Loan Origination, Underwriting
Education
University of Cincinnati College of Business 1980 — 1985
KS Management LLC June 2014 - Present
CRT Capital Group March 2012 - June 2014
Standard Bank Group June 2009 - February 2012
Family Office September 2006 - June 2009
Credit Suisse 2001 - 2006
Federal Reserve Foreign Exchange Committee 1993 - 2004
J.P. Morgan 1983 - 2001
Education
St. Gallen Business School 1981 — 1983
Bachelor's degree, Finance, General
University of Cologne 1979 — 1981
Bachelor's degree, Finance, General
Credit Suisse October 2011 - Present
Hatteras Funds January 2008 - August 2011
Morgan Stanley Investment Management May 2007 - February 2008
Merrill Lynch Investment Managers May 2000 - October 2006
WEBS - World Equity Benchmark Shares March 1999 - May 2000
Robertson Stephens & Company September 1995 - March 1999
Skills
Alternative Investments, Hedge Funds, Private Equity, Series 7, Asset Managment, Investment Advisory, Fund Of Funds, Managed Futures, Commodity, Private Equity Funding, Asset Allocation, Funding
Education
University of Colorado at Boulder
Bachelor of Science, Business Administration Marketing
Maska Media, LLC May 2014 - Present
Great Home Investments, LLC January 2010 - Present
The Winter Group February 2002 - April 2007
Credit Suisse August 2000 - February 2002
Donaldson, Lufkin & Jenrette December 1999 - August 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Management, Marketing Strategy, Leadership, Entrepreneurship, Social Media, Social Media Marketing, Event Management, Event Planning, Social Networking, Marketing, Coaching
Education
University of California, Santa Barbara
Bachelor's degree, Psychology
University of California, Santa Barbara
Bachelor of Arts (BA), Psychology
General Electric Capital Americas (GECA) January 2013 - Present
Deloitte Financial Advisory Services LLP September 2011 - November 2012
RBS September 2009 - August 2011
Credit Suisse April 2009 - July 2009
UBS Investment Bank December 2007 - April 2009
Skills
Business Analysis, Hedge Funds, Banking, Securities, Risk Management, KYC, Investments, Valuation, AML, Due Diligence, Fixed Income, Internal Audit, Asset Managment, Dodd-Frank, Financial Analysis, Portfolio Management, Operational Risk..., Capital Markets, Outlook, Financial Services
Education
University of Connecticut 2000 — 2005
B.S, Human Development and Family Studies
True Religion Brand Jeans July 2012 - Present
Macquarie Group 2011 - 2012
American Capital November 2007 - December 2009
Credit Suisse January 2006 - November 2007
Lehman Brothers January 2004 - January 2006
Skills
Administrative..., Outlook, Microsoft Excel, PowerPoint, Event Planning, Customer Service, Microsoft Word, Microsoft Office, Office Management, Office Administration, Time Management, Event Management, Spreadsheets, Fashion, Access, Leadership, Apparel, Merchandising, Administrative..., Management, Strategic Planning, Social Networking, Sales
Education
University of California, Santa Barbara
Lutetium Capital March 2013 - Present
Credit Suisse 2000 - 2012
Donaldson, Lufkin & Jenrette 1996 - 2000
Prudential Insurance Company 1988 - 1996
Education
The Wharton School, University of Pennsylvania
MBA
The University of Connecticut
BS
EY July 2012 - August 2012
Private Yacht Industry August 2008 - September 2011
Credit Suisse July 2007 - November 2007
Credit Suisse April 2007 - June 2007
Contracts Consultancy Limited February 2007 - April 2007
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Time Management
Education
Wits Business School 2012 — 2012
Postgraduate Diploma in Management, Business Administration and Management, General
University of Cape Town 2003 — 2006
Bachelor of Commerce (BCom), Financial Accounting
Crosslink Capital July 2014 - Present
Tenfore Holdings May 2013 - June 2014
Credit Suisse July 2012 - May 2013
RBC Capital Markets August 2010 - July 2012
Piper Jaffray June 2010 - August 2010
Skills
Venture Capital, Start-ups, Financial Modeling, Due Diligence, Valuation, Private Equity, Equity Research, Technology, Big Data, E-commerce, Internet, Online Advertising, Online Gaming, Investments, Equity Valuation, Corporate Development, Corporate Strategy..., Business Strategy, Deal Sourcing, Quantitative Analytics, Financial Analysis, VBA, Finance, Industry Research, Competitive Analysis, Financial Statement..., Fundamental Analysis, Entrepreneurship
Education
University of Pennsylvania 2007 — 2010
BA, Economics
University of California, Santa Barbara 2006 — 2007
Credit Suisse March 2011 - Present
Saints Capital March 2010 - March 2011
Cohen Capital Management July 2007 - March 2010
Skills
Investments, Portfolio Management, Private Equity, Fixed Income, Venture Capital, Equity Research, Business Development, Wealth Management..., Management, Private Banking, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Hedge Funds, Alternative Investments, Corporate Finance, Equities, Internal Audit, Bloomberg
Education
University of California, Santa Barbara 2003 — 2007
B.S./B.A., Financial Mathematics and Statistics, Business Economics - Accounting Concentration
DJ Mac Group March 2014 - Present
Eka Software Solutions November 2009 - 2014
Brady USA Inc. January 2005 - November 2009
TRADEPAQ CORPORATION 2002 - 2005
BOLERO INTERNATIONAL 2001 - 2002
Credit Suisse First Boston January 1996 - December 2000
Credit Suisse January 1996 - December 1997
TRICOASTAL INDUSTRIES INC 1992 - 1995
Citibank January 1986 - December 1991
Citibank January 1985 - December 1986
Skills
Customer Relations, Investment Banking, Commodities, Derivatives, Trading, Product Management, Commodity, Risk Management, Hedging, Market Analysis, CRM, Business Planning, Supply Chain Management, Options, Commodity Markets, Customer Service, Negotiation, Business Development, Portfolio Management, International Trade, Hedge Funds, Pricing, Management, FX Options, New Business Development, Product Development, Finance, Banking, Salesforce.com, Emerging Markets, Fixed Income, Leadership, Marketing Strategy, E-commerce, Sales
Education
University of Cincinnati 1971 — 1974
Bachelors, Marketing & Finance
Upwork November 2013 - Present
Vorstack Corporation February 2013 - September 2013
ServiceSource September 2010 - February 2013
Service Source August 2008 - September 2010
Credit Suisse June 2007 - August 2007
Credit Suisse June 2006 - August 2006
Skills
Lead Generation, Salesforce.com, Account Management, Forecasting, Investment Banking, Solution Selling, Cloud Computing, CRM, Enterprise Software, New Business Development, Sales Management, Business Development, Direct Sales, Cold Calling, Sales Process, Sales, SaaS, Strategic Planning, Networking, Leadership, Strategic Partnerships, Channel Partners, Sales Operations, Selling
Education
University of Colorado at Boulder 2004 — 2008
BA, International Affairs - Europe Concentration
Outdoor adventure ranch September 2013 - Present
Various Hollywood Production Companies April 2007 - Present
Vail Resorts October 2006 - March 2009
Obama Campaign September 2008 - November 2008
Deutsche Bank October 2000 - April 2004
Citi November 1999 - September 2000
Credit Suisse April 1998 - October 1998
Northern Trust July 1996 - November 1997
Lloyds Banking Group April 1994 - July 1995
New Zealand Investment Services Ltd January 1993 - December 1994
Skills
Business Analysis, Investment Banking, Strategy, Project Management, Marketing, Analysis, Film, Finance, Public Speaking, Product Development, Investments, Producing, Business Strategy, Disaster Recovery, Research, Screenwriting, Film Production, Entrepreneurship, Equities, Final Cut Pro, Video Editing, Video
Education
University of Canterbury 1986 — 1991
Bachelor of Commerce (B.Com.), Business management, accounting, economics and business law
University of Canterbury 1986 — 1991
Bachelor of Arts (B.A.), Politics, Classics, History and Psychology
Citi June 2013 - Present
Citi June 2012 - August 2012
Citi June 2011 - August 2011
Credit Suisse June 2010 - August 2010
Skills
Fixed Income, Bloomberg Terminal, Microsoft Word, Financial Analysis, Communication, Trading, Microsoft Excel, Financial Reporting, Corporate Finance, Corporate Social..., Security Operations, Corporate Communications, Leadership, Team Leadership, Teamwork, Economics, Highly detail oriented, Highly self-motivated, Trade Finance, Recalls, Repos, Reporting & Analysis, Performance Reporting, Internal Audit, Settlement Agreements, Equities, Sales, Derivatives, Clearing Houses, Margin, Interest Rate..., Interest Rate Swaps, FX Swaps, Credit Derivatives
Education
University of Delaware 2009 — 2013
Bachelor's degree, Economics and Finance
University of Delaware 2009 — 2013
Bachelor's degree, Finance and economics
River Dell Regional HS 2005 — 2009
S&R Compression, LLC October 2013 - Present
Credit Suisse 2008 - 2012
UBS 2004 - 2008
2929 Productions 2003 - 2004
Goldman Sachs 2000 - 2003
Peace Corps 1999 - 2000
Chicago Energies, Inc. 1998 - 1999
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Financial Analysis, Portfolio Management, Capital Markets, Mergers & Acquisitions, Private Equity, Equities, Banking, Due Diligence, Finance, Derivatives, Fixed Income, Business Development, Investments, Risk Management, Asset Management, Credit
Education
University of Colorado Boulder 1994 — 1998
Bachelors of Arts, Accounting and Finance
Highland Park High School 1990 — 1994
Credit Suisse July 2015 - Present
CrossCountry Consulting December 2014 - May 2015
EY January 2013 - November 2014
University of the Witwatersrand January 2012 - December 2012
Skills
IFRS, Auditing, Finance, External Audit, Accounting, Internal Controls, Financial Accounting, Big 4, Assurance, Internal Audit, Financial Reporting, Financial Analysis, US GAAP, Financial Audits, Banking
Education
University of the Witwatersrand 2012 — 2013
Master of Commerce, Accounting and Finance
University of Cape Town 2007 — 2011
Bachelor of Business Science; Post-graduate Diploma in Accounting, Accounting & Finance
Parklands College 2002 — 2006
Matric
Credit Suisse October 2008 - Present
Lehman Brothers August 2000 - October 2008
Skills
Equity Derivatives, Structured Products, Swaps, ETFs, Equity Swaps, Derivatives, Investment Banking, Middle Office, Bloomberg, Delta One, Product Control, Options, Market Risk, Fixed Income, Trading, Interest Rate..., Credit Derivatives
Education
The University of Connecticut
Bachelors, Economics and Finance
IBM April 2015 - Present
Havas Worldwide February 2014 - Present
Miami Ad School October 2014 - December 2014
Weight Watchers September 2013 - February 2014
Grey Group March 2013 - September 2013
Freelance January 2013 - February 2013
Gainor Staffing January 2012 - January 2013
Update Graphics June 2010 - November 2011
Freelance January 2009 - May 2010
Credit Suisse January 2008 - January 2009
Skills
Project Managers, Art Direction, Creative Direction, Image Manipulation, Graphic Designers, Information Architecture, Digital Strategy, Illustrator, User Experience, Interaction Design, Recruiting, SEO, Layout, Photo Shoot Production, Online Advertising, E-commerce, Content Management, Advertising, Digital Marketing, Adobe Creative Suite, Graphic Design, Interactive Marketing, Content Strategy, Integrated Marketing, InDesign, Mobile Marketing, Digital Media, Marketing, Social Media
Education
University of California, Santa Barbara
Communications
Oakwood School
Tapjoy February 2014 - Present
InMobi September 2011 - January 2014
Thomson Reuters July 2007 - June 2010
Credit Suisse July 2005 - June 2007
Reliance Communications June 2004 - August 2004
Skills
Start-ups, Strategy, New Business Development, Product Management, Mobile Devices, Telecommunications, E-commerce, Entrepreneurship, Product Development, Competitive Analysis, Leadership, Analytics, Mobile Marketing, Marketing Strategy, Go-to-market Strategy
Education
University of Cambridge 2010 — 2011
Master of Business Administration
University of Pennsylvania 2003 — 2005
MS
University of Mumbai 1999 — 2003
Bachelor of Engineering
Piper Jaffray April 2012 - Present
Broadpoint Gleacher November 2010 - August 2011
Weeden & Co. January 2009 - November 2010
Bear Stearns 2003 - 2008
Credit Suisse June 1992 - March 1998
UBS Investment Bank March 1992 - March 1998
Lehman Brothers June 1986 - February 1992
New York Presbyterian Hospital April 1978 - June 1984
Skills
Hedge Funds, Equities, Equity Derivatives, Trading, Options, Bonds, Structured Products, Series 24, Prime Brokerage, Fixed Income, Series 7, Derivatives, Series 63, Equity Trading, Financial Modeling, Private Equity, Asset Allocation, Investment Strategies, Credit Derivatives, Market Data, Hedging, Trading Systems, Securities, Market Making, Capital Markets, Alternative Investments, Investments, Investment Banking, Bloomberg, Equity Research, Asset Management, Electronic Trading, Financial Markets
Education
Yale School of Management 1984 — 1986
MBA, Finance
The University of Connecticut 1971 — 1975
BS, Biology and Math
Sidley Austin LLP August 2015 - Present
Winston & Strawn LLP July 2012 - August 2015
Credit Suisse March 2011 - December 2011
Bank of America February 2009 - March 2011
Cadwalader, Wickersham & Taft LLP 1986 - 2008
Skills
Securitization, Securities, Derivatives, Corporate Law, Swaps, Capital Markets, Hedge Funds, Corporate Finance, CMBS, Debt
Education
University of Chicago Law School 1980 — 1983
JD, Law
University of Pennsylvania 1975 — 1979
BA, English
Credit Suisse October 2014 - Present
Credit Suisse February 2010 - Present
Credit Suisse August 2007 - February 2010
Bear Stearns 2005 - 2007
Skills
Foreign Languages, Trading Operations, Sales Operations, Fixed Income, Derivatives, FX Options, Back Office, Options, Settlement, Swaps, Trading, Capital Markets, Emerging Markets, Equities, Investment Banking
Education
University of Connecticut 2000 — 2004
Economics, Economics
Moxie March 2014 - Present
Tumbler Technologies + TRUMPower September 2012 - October 2013
Credit Suisse June 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Mandarin, Taiwanese, Facebook, Microsoft Word, Customer Service, Social Media, SPSS, Sales, Bloomberg, Project Management, Twitter, Instagram, Photography, Mac, comScore, Neilson
Education
University of California, Riverside 2008 — 2012
Bachelor of Science (BS), Sociology
Mission San Jose High School 2004 — 2008
Comverge April 2015 - Present
Comverge October 2012 - April 2015
PIMCO June 2010 - October 2012
Canyon Partners, LLC April 2008 - June 2010
Credit Suisse February 2007 - April 2008
Credit Suisse 2005 - 2007
Skills
Human Resources, Employee Relations, Talent Management, Onboarding, Performance Management, Talent Acquisition, Immigration Law, Employment Law, Benefits Administration, Temporary Placement, Mergers & Acquisitions, Management, Applicant Tracking..., Recruiting, Leave Administration, Employee Engagement
Education
University of California, Santa Barbara 1996 — 2000
BA, Business-Economics, Accounting
Apollo Global Management LLC November 2012 - Present
Credit Suisse July 2006 - November 2012
Skills
Financial Analysis, Investments, Financial Markets, Business Strategy, Market Research, Competitive Analysis, Financial Statements, Financial Modeling, Forecasting, Equity Valuation, Asset Management
Education
University of Cincinnati College of Business 2001 — 2006
BBA, Finance, Operations, International Business
University of Cincinnati College of Business 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance and International Business
Citigroup November 2010 - Present
Citi August 2013 - March 2015
Credit Suisse August 2009 - November 2010
Barclays Capital November 2008 - August 2009
Lehman Brothers September 2007 - October 2008
Lehman Brothers April 2007 - September 2007
Lehman Brothers May 2005 - May 2007
Lehman Brothers 2004 - 2006
Lehman Brothers (Europe) 2002 - 2004
Lehman Brothers (Europe) 1997 - 2002
Skills
Financial Products, Financial Markets, Quantitative Analysis, Equities, ITIL, Reference Data, Fixed Income Products, Derivatives, Change Management, Organizational Change, Finance Operations, Client Onboarding, Program Management, KYC, Fixed Income, Market Data, Financial Services, Finance, PMO, SDLC, Onboarding, Capital Markets, Project Management, Sybase, Disaster Recovery, Business Analysis, Management, Quantitative Analytics, Trading Systems, Risk Management, Investment Banking, IT Strategy, Strategy
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Quantitative Finance & Financial Products, 3.7 Distinction
University of Cambridge 1993 — 1997
Master of Arts / Master of Engineering, Electrical and Information Engineering
HomeTown Lenders July 2015 - Present
Hometown Lenders July 2015 - Present
Emery Financial Services, A division of Emery Federal Credit Union July 2007 - November 2010
Citicorp Mortgage 2006 - 2007
Credit Suisse 2005 - 2006
WMC Mortgage 2004 - 2005
Homecomings Financial February 1997 - February 2004
OAMB 1995 - 1998
Skills
Underwriting, Mortgage Underwriting, Commercial Lending, Investments, Cold Calling, Construction Loans, REO, B2B, Short Sales, Coaching, Financial Analysis, Strategic Planning, Contract Negotiation, Salesforce.com, Financial Services, FHA, Mortgage Lending, Real Estate, Loans, Investment Properties, First Time Home Buyers
Education
Elder / Western Hills
College Prep
University of Cincinnati
KPMG March 2013 - Present
Ernst & Young October 2012 - March 2013
KPMG November 2010 - August 2012
AIG December 2009 - November 2010
Credit Suisse October 2007 - September 2008
UBS Investment Bank September 2006 - September 2007
Randstad USA August 2004 - September 2006
Skills
Talent Acquisition, Sourcing, Recruiting, Vendor Management, Relationship Management, Negotiation, Contract Negotiation, Financial Accounting, Executive Search, Financial Services, Applicant Tracking..., Treasury, Financial Risk, Benefits Negotiation, Finance, Talent Management, Interviews, Human Resources, Consulting, Management
Education
University of Connecticut 1982 — 1987
Bachelors of Arts, Political Science/Sociology
Ivory Capital December 2014 - Present
Asian Coast Development January 2013 - November 2014
Credit Suisse July 2009 - November 2012
Goldman Sachs 2005 - 2007
Charles Schwab September 2002 - January 2005
Skills
Investment Banking, Finance, Financial Modeling, Valuation, Equities, Venture Capital, Leveraged Finance, Credit Analysis, Private Equity, Due Diligence, Corporate Finance, Capital Markets, Fixed Income, Financial Analysis, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance and Real Estate
University of California, San Diego 1998 — 2002
B.S, Computer Science
Epoch Investment Partners August 2012 - Present
Bank Vontobel AG 2011 - 2012
BlackRock 2005 - 2011
Delaware Investments 2004 - 2005
Credit Suisse 1999 - 2002
Skills
Fixed Income, Equity Trading, Financial Analysis, Analysis, Equities, Equity Capital Markets, Fixed Income Analysis, Chartered Financial..., Equity Valuation, Equity Research, High Yield, Corporate Finance, Emerging Markets, Investment Management, Value Investing
Education
Wharton Business School 2002 — 2004
Master of Business Administration (MBA), Finance
Cambridge University
\
Credit Suisse April 2010 - Present
Odeon Capital Group August 2009 - April 2010
Palm Trust Capital February 2009 - August 2009
Hypo Banking Group 1999 - 2009
GE Capital/FGIC July 1993 - June 1999
Svenska Handelsbanken 1989 - 1993
Education
Saint John's University 1985 — 1987
MBA, Finance & Int'l Finance
University of Cambridge
English, English Regents
University of Oxford
English, English Regents
Credit Suisse February 2007 - Present
Skills
Structured Finance, Capital Markets, Emerging Markets, Credit, Portfolio Management, Syndications, Financial Structuring, Investment Banking, Fixed Income, Loans, Banking, Project Finance, Equities, Credit Risk, Commercial Banking, Mergers & Acquisitions, Latin America, Alternative Investments, Private Equity, Valuation, Corporate Finance, Securitization, Investments, Leveraged Finance, Structured Products, Derivatives, Financial Modeling, Corporate Law
Education
University of Cambridge - Judge Business School 1991 — 1992
MPhil, Management
Trent Unviversity 1987 — 1991
BA (Hons), Business Studies
University of Barcelona, Facultad de Economicas 1989 — 1990
Economics
UBS Investment Bank August 2006 - Present
Credit Suisse November 2004 - August 2006
NorthMarq Capital August 2003 - November 2004
Cushman & Wakefield 2000 - 2003
Skills
Underwriting, Credit, Real Estate, CMBS, Securitization, Valuation, Financial Modeling, Credit Analysis, Real Estate Finance, Mortgage, Credit Risk, Real Estate Economics, Structured Products, Risk Management, Emerging Markets, Mortgage Lending, Commercial Mortgages, ABS, Finance, Commercial Real Estate, Banking, Strategy, Investments, Mergers & Acquisitions, Financial Risk, Investment Properties
Education
All of them
New York University - Leonard N. Stern School of Business
MBA, Economics
The University of Connecticut
BS, Real Estate and Urban Economic Studies
Curian Capital LLC November 2009 - Present
CFA Level III Candidate in CFA Institute Program January 2007 - Present
Edward Jones January 2009 - December 2010
Investment Management January 2007 - January 2009
DLJ January 1999 - December 2006
Donaldson, Lufkin & Jenrette January 1999 - January 2006
E*TRADE Financial 2006 - 2006
Credit Suisse 2001 - 2003
Credit Suisse 2001 - 2003
Morgan Stanley January 1997 - January 1999
Skills
Mutual Funds, Investments, Series 7, Securities, Alternative Investments, Asset Management, Financial Services, Portfolio Management, Equities, Series 63, Fixed Income, Finance, Financial Advisory, Asset Allocation, Investment Management, Capital Markets, Wealth Management, FINRA, Management, Retirement Planning, Strategy, Options, Due Diligence, 401k, Investment Advisory, Sales, Financial Analysis, Investment Strategies, Insurance, Risk Management, Hedge Funds, Retirement, CRM, Financial Planning, Executive Management, Financial Modeling, Series 6, Bloomberg, Financial Markets, Fixed Annuities, Trading, ETFs, Relationship Management, Valuation, Marketing, Credit
Education
University of Colorado Boulder 1992 — 1995
B.S., Business Administration
University of Colorado Boulder 1992 — 1995
B.S, Business Administration
CFA Institute
FINRA
NYSSA
Credit Suisse June 2014 - Present
Credit Suisse January 2014 - June 2014
Credit Suisse July 2013 - January 2014
Flyer Enterprises March 2011 - March 2013
Credit Suisse May 2012 - August 2012
Flyer Forex Fund January 2011 - January 2012
University of Dayton August 2010 - September 2011
Diamond Hill Investments June 2011 - August 2011
Skills
Marketing, Teamwork, Trading, Portfolio Management, Customer Service, Management, Microsoft Excel, Financial Analysis, Financial Accounting, Resourceful..., Process Improvement, Investment Banking, Training, Investments, Microsoft Word
Education
University of Dayton 2009 — 2013
Bachelor of Science in Business Administration, Accounting and Finance
Bishop Watterson High School 2005 — 2009
RBC Capital Markets July 2015 - Present
Credit Suisse June 2012 - July 2015
Credit Suisse January 2013 - December 2014
Credit Suisse 2011 - June 2012
Interactive Brokers January 2009 - August 2011
Spartan Aerospace LLC July 2006 - August 2007
Skills
Visual Basic, Dreamweaver, Microsoft Excel, Microsoft Office, Matlab, Credit Analysis, C++, Risk Management, Credit Risk, Derivatives, Fixed Income, Hedge Funds, Portfolio Management, Finance, Analysis, Equities
Education
The University of Connecticut 2002 — 2008
Bachelor of Arts (B.A.), Economics; Mechanical Engineering 3+ years
CareCam Health Systems July 2013 - Present
Goldman Sachs July 2011 - June 2013
Universum July 2010 - September 2010
Internal Revenue Service June 2009 - August 2009
Credit Suisse June 2008 - August 2008
The United States Senate May 2007 - August 2007
Education
University of Cambridge 2010 — 2011
MPhil in Management, Judge Business School
University of Pennsylvania 2006 — 2010
Bachelor of Arts (B.A.), Health and Societies, Concentration in Bioethics. Minor: Political Science
FutureBrand September 2014 - Present
fuseproject November 2012 - October 2014
Redscout October 2011 - October 2012
Ziba Design June 2010 - October 2011
LPK (Libby Perszyk Kathman), Inc January 2008 - June 2010
Ernst & Young LLP June 2007 - August 2007
Ernst & Young LLP June 2006 - March 2007
General Electric Aviation June 2005 - June 2006
Credit Suisse June 2004 - September 2004
Skills
Customer Insight, Ethnography, Design Strategy, Copywriting, Marketing Research, Strategy, Market Research, Brand Architecture, Adobe Creative Suite, Design Research, Marketing Strategy, InDesign, User Experience, Secondary Research, Brand Management, Marketing, Competitive Analysis, Strategic Brand..., Product Development, Product Innovation, Branding & Identity, Consumer Insight
Education
University of Cincinnati College of Business 2003 — 2008
Bachelors of Business Administration, Accounting & Product Development
Horsley Bridge Partners March 2015 - Present
Credit Suisse March 2014 - Present
LarsenBrown Staffing September 2012 - March 2014
Lazard Freres LTD January 2006 - September 2013
Williams Lea July 2012 - November 2012
Olive Productions, LLC January 2008 - February 2009
Hinton Battle Theater Laboratory January 2005 - January 2007
UBS AG January 2001 - January 2005
Skills
Graphics, Adobe Creative Suite, Adobe Acrobat, QuarkXPress, Illustrator, Graphic Design, Mac, Microsoft Office, Logo Design, InDesign, Interaction Design, Dreamweaver, Web Design, User Interface Design, WordPress, OS X, Photoshop, Adobe Fireworks, CMS, Brochures, Premiere, HTML, CSS
Education
University of California, Santa Cruz
B.A, Literature (Creative Writing) and Theater Arts
Vectra Management Group March 2015 - Present
Arbor Commercial Mortgage August 2014 - March 2015
Golden Triangle Enterprises May 2009 - July 2014
Credit Suisse June 2013 - August 2013
Invesco November 2012 - January 2013
Project Management and Development Consultants May 2012 - July 2012
Invesco November 2011 - January 2012
Skills
Bond Markets, Municipal Bonds, High Yield Bonds, Microsoft Excel, Bloomberg, Convertible Bonds, Emerging Markets, Travel, Hunting, Wealth Management, Microsoft Office, Time Management, Financial Modeling, PowerPoint, Sales, Lifestyle, Long Distance Running, Humanitarian, Squash, Lacrosse
Education
Trinity College 2010 — 2014
Bachelor of Arts (BA), Economics
University of Cape Town 2012 — 2012
Bachelor's degree, Economics, Exchange Student
Pittsburgh Central Catholic 2006 — 2010
High School Diploma
Credit Suisse May 2011 - Present
CAC Real Estate Management Co., Inc. October 2005 - August 2010
Skills
High Net Worth..., Investment Strategies, Estate Planning, Private Banking, Asset Management, Investments, Alternative Investments, Portfolio Management, Wealth Management, Asset Allocation, Equities, Fixed Income
Education
University of California, Santa Barbara 2001 — 2005
BA
University of San Francisco 2010 — 2012
MBA, Finance and International Business
Presentation High School
Daymon Worldwide August 2011 - Present
UBS Investment Bank November 2010 - February 2011
Credit Suisse April 2004 - August 2010
McLagan 1996 - 2003
Skills
Employee Benefits, Human Resources, Deferred Compensation, Personnel Management, Management, Succession Planning, Strategy, HRIS, Recruiting, Compensation & Benefit, Salary, Job Evaluation, Training, Talent Acquisition
Education
The University of Connecticut 1985 — 1988
Bachelor's degree, Communications & Marketing
Credit Suisse May 2015 - Present
Credit Suisse July 2014 - May 2015
Coach July 2013 - July 2014
Michael Kors October 2012 - July 2013
Skills
Visual Merchandising, Customer Service, Merchandising, Retail, Store Management, Sales, Fashion, Loss Prevention, Trend Analysis, Retail Sales, Inventory Management, Styling, Store Operations, Microsoft Office, Driving Results, Hiring, Clienteling, PowerPoint, Merchandise Planning, Inventory Control, Profit, Assortment, Associate Development, Outlook, Taleo
Education
University of Cincinnati 2008 — 2011
Psychology
Poland Seminary
Poland Seminary
CBC Innovis June 2012 - Present
PC Lender an LPS company December 2011 - May 2012
Affinity Business Services LLC January 2010 - December 2011
MLN May 2006 - January 2007
Credit Suisse 2007 - 2007
Nationstar Mortgage August 2004 - April 2006
Provident Bank-National City April 2002 - August 2004
PINNFUND USA, INC April 1997 - March 2001
Skills
Credit Unions, Credit, Loans, Mortgage Lending, Underwriting, Mortgage Banking, Loan Origination, Credit Analysis, Banking, Business Development, Asset Managment, Capital Markets, Strategic Planning, Sales, Management, Finance, Commercial Lending, Credit Risk, Financial Analysis, Small Business Lending, Sales Management, Funding, Mergers & Acquisitions, Financial Services, Training, Commercial Banking, Leadership, Executive Management, Due Diligence, Portfolio Management, Small Business, B2B, Risk Management, Start-ups, Cash Flow, Cash Management, Residential Mortgages, Investments, Relationship Management, Refinance
Education
University of California, Riverside
BA, Business
Kellogg Company June 2014 - Present
Procter & Gamble January 2013 - May 2014
Procter & Gamble October 2010 - December 2012
Merrill Lynch 2008 - 2010
Teach For America 2007 - 2008
Credit Suisse 2006 - 2006
Credit Suisse 2005 - 2005
Credit Suisse 2003 - 2005
Skills
Fixed Income, Financial Modeling, Investment Banking, Structured Products, Competitive Analysis, Portfolio Management, Trading, Consumer Products, Market Analysis, Customer Insight, Brand Equity, Brand Management, Finance, Product Innovation, Shopper Marketing, Market Research, Strategy, Cross-functional Team..., Management, Marketing Research, Marketing, Marketing Strategy
Education
University of Cincinnati 2002 — 2007
University of Cincinnati College of Business 2002 — 2007
Bachelor of Science, Finance, International Business
Morgan Stanley 2004 - Present
Morgan Stanley 2004 - 2007
BNP Paribas 1996 - 2004
Credit Suisse 1991 - 1996
Sumitomo Mitsui Banking Corporation 1989 - 1991
Skills
Private Equity, Derivatives, Alternative Investments, Capital Markets
Education
University of Colorado at Boulder 1986 — 1988
Bachelor of Science (BS), Finance, General
Wake Forest University 1984 — 1986
Spanish Language and Literature
Credit Suisse August 2015 - Present
Ryan/Chelsea-Clinton Community Health Center February 2015 - Present
Moody's Corporation July 2015 - August 2015
Moody's Corporation February 2014 - July 2015
Morgan Stanley January 2014 - February 2014
Morgan Stanley August 2008 - January 2014
Steve and Barrys November 2007 - August 2008
Town Sports International October 2006 - November 2007
Crane Aerospace October 2005 - October 2006
Skills
Customer Relations, Business Analysis, Process Engineering, Visio, Process Improvement, Customer Service, Documentation, Outlook, Access, Change Management, Team Leadership, SQL, Analysis, Data Analysis, Windows, Strategic Planning, Operations Management, Vendor Management, Excel, Microsoft Office, SharePoint, Requirements Analysis, Coaching, Procurement, Negotiation, Problem Solving, Risk Management, Research, Business Process..., SQL Server, Process Development, Word, Lotus Notes, PowerPoint, Inventory Management, Vendor Relations, Mentoring, Computer Hardware, SaaS, Strategic Sourcing, Contract Management, Contract Negotiation, IT contract negotiation, Employee Training, Personal Training, Training Delivery, Vendor Relationships, Outsourcing, Project Management, SDLC
Education
University of Central Florida 2001 — 2006
BS, Health Services Administration
North Highland June 2014 - Present
Morrison Law Office July 2013 - June 2014
Administrative and Presentation Freelancer August 2011 - June 2014
G2 Investment Group, LLC July 2010 - August 2011
Dukuh Design January 2010 - July 2010
Ovis Creative, LLC 2009 - 2010
JPMorgan 2008 - 2009
Bear Stearns 2004 - 2009
The Blackstone Group 2001 - 2003
Credit Suisse 1997 - 2000
Skills
PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Time Management, Adobe Creative Suite, Photoshop, Adobe Acrobat, Customer Service, Customer Relations, Editing, Illustrator, Project Management, Access, Process Improvement, Administration, Software Documentation, Social Networking, Management, InDesign, Mac, Spanish, Problem Solving, Graphic Design, Research, Visio, Public Relations, Program Management, Graphics, Project Planning, Leadership, Strategic Planning, Flash, Windows, English, Marketing Communications, Lotus Notes, Brochures, Spreadsheets, Press Releases, Mistake Proofing, Travel Planning, Logistics, Writing, Production, Documentation
Education
University of Cincinnati 1986 — 1990
Bachelor of Science, Urban Administration
University of Cincinnati
Bachelor's degree, Urban Administration, Economic and Community Development
Credit Suisse August 2010 - December 2011
RBS Greenwich Capital March 2007 - December 2008
Morgan Stanley May 2004 - March 2007
Skills
Trading, Bonds, Fixed Income, Derivatives, Capital Markets
Education
The University of Connecticut
Economics
Merrimack Pharmaceuticals August 2015 - Present
Credit Suisse July 2012 - July 2015
Credit Suisse March 2011 - July 2012
Credit Suisse January 2008 - March 2011
Barts and The London NHS Trust August 2007 - February 2008
NHS August 2005 - August 2007
Skills
Portfolio Management, Corporate Finance, Financial Modeling, Asset Managment, Venture Capital, IPO, Investments, Equity Research, Investment Banking, Equities, Project Management, Valuation, Strategic Planning, Corporate Development, Biotechnology, Private Equity, Mergers, Change Management, Healthcare, Emerging Markets, Strategy, Financial Analysis, Due Diligence, Capital Markets, Fixed Income, Hedge Funds, Mergers & Acquisitions
Education
Oxford University 2002 — 2005
Medicine
Cambridge University 1999 — 2001
Theology
KCG Holdings, Inc. January 2015 - Present
Millennium Management January 2013 - October 2014
Credit Suisse July 2008 - January 2013
Bear Stearns & Company January 2005 - July 2008
Deephaven Capital Management 2002 - 2004
Weil, Gotshal & Manges LLP 2000 - 2002
Jenner & Block 1997 - 2000
Kasowitz, Benson, Torres & Friedman LLP 1995 - 1997
Sullivan & Cromwell LLP 1992 - 1995
US District Court, E.D. PA 1991 - 1992
Skills
Risk Arbitrage, Mergers & Acquisitions, Portfolio Management, Litigation, Antitrust Law, Competition Law, Regulatory Affairs, Proxy Contests, Shareholder Activism, Economics, Hedge Funds, Trading, Capital Markets, Equities, Securities, Derivatives, Fixed Income, Patent Litigation, Securities Litigation, Commercial Litigation, Class Actions, Distressed Debt, FTC, European Union, FCC, FERC, Utility Industry, Corporate Law, Management
Education
University of Pennsylvania Law School 1988 — 1991
Juris Doctor (J.D.), Cum Laude
University of Michigan 1984 — 1988
Bachelor's Degree, Economics, High Honors
University of Cambridge 1986 — 1987
Economics
University of Chicago Laboratory Schools 1980 — 1984
High School
Zenefits April 2015 - Present
Salesforce February 2015 - March 2015
Salesforce May 2013 - January 2015
Salesforce February 2012 - April 2013
Salesforce October 2010 - January 2012
Salesforce August 2009 - September 2010
Salesforce August 2008 - July 2009
Credit Suisse August 2006 - April 2008
Glass, Lewis & Co. January 2006 - July 2006
Skills
Salesforce.com, SaaS, Cloud Computing, Direct Sales, Business Development
Education
University of Colorado Boulder
B.A., Economics
TD Bank Financial Group March 2013 - Present
Credit Suisse 2012 - 2012
American Express 2010 - 2012
Toronto Star 2010 - 2010
Manulife Financial 2002 - 2010
J.D. Edwards 2000 - 2002
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Managerial Finance, Operational Risk..., Strategic Financial..., Accounting, Cost Accounting, Activity Based Costing, Activity Based..., IT Financial Management, Project Accounting, Process Management, Benefit Cost Analysis, Risk Management, Budgets, Process Improvement, Variance Analysis, Business Process, Finance, Access, Enterprise Risk..., Financial Accounting, Financial Risk, Forecasting, Chess Player, National..., Outsourcing Risk..., Management, Auditing
Education
University of Colorado at Denver 1998 — 2000
MBA, Finance & Accounting
Yerevan Institute of Economics
Bachelor, Economics
Credit Suisse May 2014 - Present
Credit Suisse April 2013 - May 2014
PwC January 2012 - April 2013
Glencore June 2011 - November 2011
Prescient Securities March 2011 - June 2011
KPMG March 2008 - February 2011
Skills
IFRS, Internal Controls, Financial Accounting, Auditing, Financial Reporting, Tax, Accounting, Financial Analysis, Corporate Finance, Financial Modeling, Derivatives, External Audit, Budget, Microsoft Excel, Assurance, Management Accounting, Sarbanes-Oxley Act, Financial Audits, Finance, GAAP, Valuation
Education
University of Cape Town 2007 — 2007
Post Graduate Degree in Accounting, Financial Accounting
University of Cape Town 2004 — 2006
Bachelor of Commerce, Financial Accounting
Management Leadership for Tomorrow 2014 - Present
WeMedUp November 2012 - Present
INROADS 2014 - Present
Credit Suisse May 2015 - July 2015
Accenture November 2014 - December 2014
Emergency Department Research Associate Program September 2014 - December 2014
Pfizer June 2014 - August 2014
The Princeton Review January 2014 - May 2014
Dr. Sumit Kumar Jha Lab January 2014 - May 2014
Shepards Hope Public Clinic August 2013 - May 2014
Skills
Social Media, Microsoft Office, Photoshop, Marketing, Public Speaking, Social Networking, Facebook, Social Media Marketing, Spanish, Leadership, Research, PowerPoint, Online Marketing, English, Blogging, Microsoft Excel
Education
University of Rochester 2014 — 2016
Computer Science, Economics
University of Central Florida 2012 — 2014
Bachelor's Degree, Biological and Biomedical Sciences
Duke University School of Medicine 2013 — 2013
BeerShop August 2014 - Present
MERRILL LYNCH BANK OF AMERICA September 2012 - August 2014
Credit Suisse May 2009 - September 2012
Banc of America Securities June 2005 - February 2008
Ubisoft January 2003 - December 2005
Vivendi Universal Games January 2001 - December 2002
Skills
Product Management, Competitive Analysis, Relationship Management, Return on Investment..., Generating Revenue, Investment Strategies, Equity Research Analysis, Investment Management, Retail Sales Analysis, Category Insights, Consumer Insight, Customer Insight, Business Development, CRM, Equities, Due Diligence, Financial Modeling, Fixed Income, Forecasting, Investments, Equity Research, Strategy, Trading, Valuation, Venture Capital, Options, Portfolio Management, Securities, Hedge Funds, Marketing, Asset Management, Analytics, Financial Services, Corporate Finance
Education
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Political Science
Miramonte
Credit Suisse April 2015 - Present
Bank of America February 2014 - April 2015
Bank of America July 2012 - February 2014
Bank of America February 2012 - July 2012
Bank of America October 2011 - March 2012
Bank of America August 2010 - August 2011
Allstate Insurance May 2009 - August 2009
Allstate Insurance May 2008 - August 2008
Skills
GAAP, Financial Statements, Preparation, Financial Reporting, Financial Analysis, Banking, Analysis, Accounting, Finance, Auditing, Microsoft Excel, Corporate Finance, Microsoft Office, Financial Services, Financial Risk, Financial Modeling, Investment Banking, Internal Audit
Education
University of Dayton 2009 — 2010
Masters of Business Administration, Accounting and Business/Management
University of Dayton 2005 — 2009
Bachelors of Science, Accounting
AIG October 2014 - Present
Confidential (Management Consulting) August 2014 - October 2014
RBS Markets and International Banking July 2012 - July 2014
RBS Global Banking & Markets January 2007 - June 2012
Credit Suisse June 2002 - November 2006
Prime Computing, Inc. June 1996 - June 2002
Skills
Information Security..., Information Security, Unix, Risk Management, Security, CISM, Software Development, IT Management, Strategy, Project Management, Information Technology, Integration, Vendor Management, Network Security, SDLC, Enterprise Architecture, Servers, Web Services, Databases, Software Design, Management, IT Risk Management, Web Development, Risk Assessment, Business Analysis, Visual Studio, Vulnerability Management, Vulnerability Assessment, Leadership, IT Service Management, SOA, Amateur Radio Operator, Solution Architecture
Education
The University of Connecticut
Bachelor of Science Coursework (2 years)
Xerox June 2014 - Present
Pontoon Solutions March 2013 - June 2014
Pinstripe, Inc. May 2011 - February 2013
Verizon Business January 2011 - May 2011
Credit Suisse May 2010 - November 2010
Credit Suisse December 2009 - May 2010
Xerox July 2009 - December 2009
Guilford Mills March 2008 - February 2009
Cisco Systems Inc. October 2006 - March 2008
Fidelity Investments October 2005 - October 2006
Skills
Human Resources, Employee Relations, Temporary Placement, HRIS, Performance Management, Interviews, Employee Engagement, Sourcing, IT Strategy, Recruiting, Niches, Passive Candidate..., Strategic Sourcing, Outsourcing, Social Networking, Social Media, Boolean Searching, Brand Awareness, Vendor Management, Virtual Teams, HR Consulting, Leadership, Search, Organizational..., Process Improvement, Training, Management, Change Management, CRM, Applicant Tracking..., Screening, Talent Management, Screening Resumes, Consulting, Technical Recruiting, Talent Acquisition, Hiring, Networking, PeopleSoft, Internet Recruiting, Onboarding
Education
University of Cincinnati 1992 — 1995
Communications
Greenbrier East High School
BCBSNC January 2013 - Present
Credit Suisse Securities (USA) LLC 2007 - Present
Credit Suisse June 2007 - December 2012
Telcordia Technologies 1997 - 2004
Telcordia Technologies 1997 - 2004
Skills
Business Analysis, Software Development, SDLC, Management, Requirements Gathering, Risk Management, Agile Methodologies, Leadership, Cross-functional Team..., Project Management, Business Process, Program Management, Process Improvement, Strategy, Enterprise Software, Data Warehousing
Education
University of California, San Diego - The Rady School of Management 2004 — 2006
University of Pennsylvania 1999 — 2001
Master of Science (M.S.), Electrical Engineering
Walker & Dunlop, LLC September 2012 - Present
CWCapital July 2007 - August 2012
Credit Suisse 2004 - 2007
Education
University of Connecticut
Bachelor of Science, Business Administration, Finance
Mellon Capital May 2015 - Present
Charles Schwab February 2003 - April 2015
Self Employed 1990 - 2015
Credit Suisse 2000 - 2002
Acteva 1998 - 2000
Skills
Editing, Leadership, Customer Service, Time Management, Financial Services, Microsoft Technologies, Event Planning, Management, Social Networking, Project Management, Marketing Strategy, Process Improvement, Human Resources, Microsoft Office, Rhythm, Sound, Program Management, Music, Photography
Education
University of Colorado at Boulder 1990 — 1994
Bachelor's Degree, Journalism and Mass Communication
Cheyenne Mountain High School 1987 — 1990
Walmart March 2015 - Present
Walmart July 2013 - March 2015
Credit Suisse June 2012 - August 2012
Macy's March 2008 - May 2011
Skills
Forecasting, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Competitive Analysis, Analysis, Due Diligence, Strategy, Mergers & Acquisitions, Finance, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School
MBA, Finance
University of Cincinnati 2003 — 2007
B.B.A., Finance/International Business
MetLife 2014 - Present
Bank of America - Merrill Lynch September 2012 - 2014
Credit Suisse August 2010 - September 2012
Doremus 2010 - 2010
Ogilvy & Mather 2008 - 2009
EmblemHealth July 2007 - April 2008
Moody's Investors Service 2006 - 2007
Kerzner International 2004 - 2006
AVON Products, Inc. 2001 - 2004
Priceline.com 2000 - 2000
Skills
Microsoft SQL Server, ASP.NET, SharePoint, C#, Business Intelligence, Business Analysis, Oracle, XML, Agile Methodologies, Crystal Reports, Web Services, AJAX, JavaScript, SOA, Visio, Requirements Analysis, Software Project..., SDLC, MS Project, .NET, jQuery, WCF, TFS, WPF, Silverlight, LINQ
Education
University of Management and Technology
MS
University of Cambridge
Associate's degree
University of the Punjab
Bachelor's degree
Credit Suisse 2002 - Present
Credit Suisse 2002 - Present
Goldman Sachs 2000 - 2002
Morgan Stanley 1998 - 2000
Skills
Equities, Equity Research, Valuation, Hedge Funds, Financial Modeling, Investment Banking, Capital Markets, Asset Management, Investments, Venture Capital, Equity Valuation, Securities, Financial Analysis, DCF, Investment Management, IPO, Economics, Finance, Financial Markets, Bloomberg, Emerging Markets, Derivatives, Fixed Income, Technology, Equity Capital Markets, Corporate Finance, Investment Strategies, Credit Derivatives, Fund Of Funds, Asset Allocation, Portfolio Management, M&A experience, Trading, Alternative Investments, Mergers & Acquisitions, Trading Systems, Private Equity, Structured Products, Equity Derivatives, Bonds, Investor Relations, LBO, Business Valuation, Equity Trading, Mutual Funds, Due Diligence, Series 7, High Yield, Financial Structuring
Education
Cambridge University 1995 — 1998
MA, Economics
Bradford Grammar School 1991 — 1995
Credit Suisse April 2014 - Present
Credit Suisse August 2012 - March 2014
Robert W. Baird & Co. July 2010 - August 2012
Morgan Stanley Smith Barney 2008 - 2009
Skills
Healthcare, Mergers, Valuation, Financial Modeling, Acquisition Analysis, Due Diligence, Mergers
Education
Washington University in St. Louis - Olin Business School 2009 — 2010
Master of Science, Finance
University of California, San Diego 2004 — 2008
Bachelor of Arts, Psychology, Pre-Medical
Pico Digital May 2012 - Present
Apple Inc. June 2011 - September 2011
UCSD December 2010 - May 2011
Credit Suisse December 1999 - January 2003
Link-Allen Benefit Group June 1997 - August 1998
NASA Ames Research Center January 1996 - December 1996
Skills
Electronics, Mechanical, Software Development, Networking, Embedded Systems, Digital Systems, Computer/Processor..., C, C++, Objective-C, Java, Python, Matlab, Verilog, Prolog, 802.11, 802.15.4, Audio Engineering, Ableton, Photoshop, Rhino 3D, 3D Printing, Testing, TCP/IP, FPGA, Hardware
Education
University of California, San Diego 2009 — 2012
BS, Computer Engineering
ITG 2011 - Present
Penson Financial Services 2007 - 2011
NYFIX 2003 - 2007
The Island ECN 2000 - 2003
Credit Suisse 2000 - 2000
TD Ameritrade Institutional 1998 - 2000
Education
University of Delaware
BSBA, Business Administration/Marketing
SunGard Consulting December 2011 - Present
Barclays Capital September 2003 - April 2011
Dresdner Kleinwort 2002 - 2003
Credit Suisse September 2000 - July 2001
UBS Investment Bank September 1996 - September 2000
Skills
Financial Risk, Project Management, Business Analysis, Trading, Fixed Income, Credit Derivatives, Software Development, Investment Banking, Bonds, Financial Services, Program Management, Analytics, Trading Systems, Options, Commodity Markets, CRM, Derivatives, Management, SDLC
Education
University of Cambridge 1992 — 1996
MEng., Engneering
University of Cambridge
Master of Engineering (M.Eng.)
Goldman Sachs March 2013 - Present
Goldman Sachs June 2007 - March 2013
Credit Suisse 2006 - 2007
Education
University of California, San Diego 2000 — 2006
Ph.D., Mathematics
Williams College 1996 — 2000
B.A., Mathematics and Chemistry
JFA Film September 2012 - Present
Freelance 2012 - Present
Freelance March 2012 - September 2012
State Street Bank July 2010 - May 2012
State Street Bank October 2008 - June 2010
Credit Suisse May 2008 - September 2008
Skills
Film, Valuation, Financial Modeling
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Economics
Brick Farm Tavern January 2011 - Present
credit suisse February 2001 - January 2011
Susquehanna International Group January 1991 - February 2001
Education
University of Colorado Boulder 1985 — 1989
Credit Suisse April 2007 - Present
Bear Stearns April 2005 - April 2007
Skills
Derivatives, Market Risk, Credit Derivatives, Equity Derivatives, Fixed Income, Quantitative Finance
Education
University of Connecticut 2004 — 2007
MBA, Finance
Credit Suisse January 2000 - Present
Citi January 1991 - January 2001
Skills
Equity Regulatory..., Equity Trading Systems, Private Banking Workflow, P&L Financial Analysis..., Development of Batch..., RainStor, Netezza, Oracle (PL-SQL), Sybase IQ, Sybase/SQL Server..., MS Access (VBA), C, C++, C#, Perl, VB, VBA, JavaScript, DHTML, MS IIS Web Server, Apache Web Server, Microsoft Windows..., UNIX (Linux and Solaris)
Education
University of Connecticut
Google August 2015 - Present
Google November 2014 - August 2015
Medallia April 2012 - November 2014
Google April 2011 - April 2012
Photo USA Corp / XDesign Online February 2011 - April 2011
Leeyang Investments, Inc. October 2009 - April 2011
Tatro & Zamoyski, LLP December 2008 - October 2009
Credit Suisse June 2007 - July 2007
Skills
Photoshop, Organizational..., College Recruiting, HTML, PHR certification..., Project Coordination, Applicant Tracking..., Analytics, Social Media, Recruiting, Salesforce.com, Human Resources, Interviews, Technical Recruiting, Marketing, Management
Education
University of California, San Diego 2004 — 2008
B.A.
Los Altos High School
Credit Suisse April 2013 - Present
Credit Suisse December 1988 - Present
Credit Suisse 1988 - Present
Credit Suisse 1988 - Present
Credit Suisse 1988 - Present
Credit Suisse 1988 - Present
W H Adamson Alumni Association, Dallas, Texas April 2014 - April 2014
Credit Suisse Securities (USA), LLC December 1988 - January 2010
Broadway Walk of Stars 2008 - 2010
Skills
Investment Banking, Capital Markets, Hedge Funds, Equities, Fixed Income, Talent Management, Public Speaking, Team Building, Communication, Emerging Markets, Derivatives, Alternative Investments, Presentations, Executive Coaching, Investor Relations, Financial Markets, Credit Derivatives, Portfolio Management, Presentation Coaching, Private Equity, Trading, Prime Brokerage, Structured Products, Equity Derivatives
Education
University of Colorado at Boulder 1968 — 1969
Bachelor of Arts, Theater, Communications
W H Adamson High School 1958 — 1961
High School Diploma
Waterfall Asset Management, LLC April 2012 - Present
Credit Suisse July 2004 - March 2012
Nomura Securities International November 1997 - March 2004
E&Y Kenneth Leventhal Real Estate Group May 1994 - November 1997
Kenneth Leventhal 1994 - 1995
Skills
CMBS, High Yield, Securities Lending, Structured Products, Securitization, Special Situations, Structured Finance, Fixed Income, Hedge Funds, Financial Structuring, Capital Markets, Investment Banking, Mezzanine, Equities, FX Options, Alternative Investments, Private Equity, Valuation, Leveraged Finance, Asset Managment
Education
The University of Connecticut 1982 — 1986
Bachelor of Science (BS), Finance, General
Credit Suisse July 1999 - Present
Charles Schwab & CO., Inc January 1999 - July 1999
Franklin Templeton Investments May 1998 - January 1999
Paine Webber Inc. May 1996 - August 1996
Education
University of Colorado Boulder 1993 — 1998
BA, Psychology Major, Business Minor
AIG September 2014 - Present
Neuberger Berman December 2013 - August 2014
Credit Suisse December 2012 - September 2013
Sapient Global Markets April 2012 - December 2012
MEAG-New York Corporation July 2007 - October 2011
UBS Investment Bank August 2006 - July 2007
UBS Investment Bank November 2004 - March 2006
John Hancock Advisers, LLC July 2000 - October 2004
Skills
Middle Office, Change Management, Fixed Income, Back Office, Process Improvement, Integration, Operational Efficiency, Bloomberg, Asset Management, Capital Markets, Business Analysis, Operations Management, Valuation, Securities, Derivatives, Settlement, Portfolio Management, Risk Management
Education
Boston University Graduate School of Management 2001 — 2003
Master, Business Administration; Finance
The University of Connecticut 1992 — 1996
BA, Speech Pathology
Holy Cross High School 1988 — 1992
Diploma
Credit Suisse October 2009 - Present
Credit Suisse August 2009 - October 2009
Wells Fargo April 2009 - August 2009
Credit Suisse February 2008 - December 2008
National City Mortgage July 2004 - February 2008
Education
University of Dayton 2000 — 2004
Credit Suisse January 2000 - March 2007
Education
University of California, Santa Cruz 1994 — 1998
Bloomberg LP January 2011 - Present
Bloomberg Tradebook September 2008 - January 2011
Credit Suisse July 2004 - October 2007
PIMCO August 2000 - August 2002
Skills
Capital Markets, Financial Modeling, FX Options, Bloomberg, Derivatives, Foreign Exchange, Fixed Income, Electronic Trading
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (MBA)
University of California, Riverside 1995 — 1999
BS, Business
J.P. Morgan September 2012 - Present
Credit Suisse 2008 - August 2012
Lehman Brothers 1989 - 2008
Skills
Derivatives, Trading Systems, Electronic Trading, Market Risk, Fixed Income, Investment Banking, Market Data, Equities, IT Strategy, Program Management, Capital Markets, Credit Derivatives, FX Options, Enterprise Architecture, Risk Management, Asset Managment, Software Project..., Vendor Management, Sybase, Structured Products, Prime Brokerage, Interest Rate..., Equity Derivatives, Swaps, SDLC, Business Analysis
Education
University of Cambridge 1982 — 1986
BA, Engineering
Bank of America April 2012 - Present
Credit Suisse April 2011 - February 2012
Nomura Securities April 2010 - March 2011
Commerzbank AG October 2008 - April 2010
Citi 1996 - 2008
Education
The University of Connecticut
Master's degree
Clarksons Platou Capital Markets April 2014 - Present
Credit Suisse March 2010 - April 2014
Natixis Bleichroeder March 2007 - March 2010
Citi May 2005 - December 2006
Skills
Australian Equities, Asian Equities, Sales, Marketing, Investment Management..., Hedge Funds, Asset Management
Education
University of Cambridge 2001 — 2002
Master of Business Administration (MBA)
University of Oxford 1998 — 1999
Postgraduate Diploma, Social Studies
University of Sydney 1992 — 1995
Bachelor of Arts (BA), Political Science and Asian Studies
Barclays Investment Bank April 2015 - Present
Credit Suisse April 2014 - April 2015
Credit Suisse May 2007 - March 2014
Shearman & Sterling LLP 2001 - 2007
Education
University of California, Santa Barbara 1996 — 2000
BA, Communication, Spanish
Weichert Realtors Nickel Group April 2012 - Present
Credit Suisse January 2007 - August 2011
Credit Suisse January 2003 - December 2006
Credit Suisse January 2000 - January 2003
Skills
Equities, Equity Research, Equity Valuation, Portfolio Management, Valuation, Investment Banking, Hedge Funds, Fixed Income, Capital Markets, Investments, Asset Management, Derivatives, Real Estate, Alternative Investments
Education
University of Colorado at Boulder
BA Honors, Economics
The Dog Jogger, LLC August 2015 - Present
RS Investments August 2007 - April 2015
UBS Financial Services January 2005 - July 2007
Pacific Growth Equities October 2003 - December 2004
Credit Suisse November 1999 - April 2003
Skills
Dogs, Dog Jogging, Dog Walking, Dog Behavior, Dog Aggression, Guitar, Guitar Playing, Acoustic Guitar, Electric Guitar, Bands, Concert Band, Trading, Trade Support, Middle Office, Charles River IMS, Eze Castle, Omgeo Oasys, Omgeo Alert, Omgeo TradeSuite, Omgeo CTM, Restricted Stock, Trade Settlement, Axys, DTC, Rule 144, Prime Brokerage
Education
University of California, Riverside 1990 — 1994
BA, Administrative Studies
CLS bank October 2013 - Present
Charles River Development 2012 - Present
UBS 2011 - 2011
Credit Suisse 2007 - 2011
Citigroup 1998 - 2007
DBS Bank 1994 - 1996
Education
University of Cambridge
MA, Computer Science
University of Toronto - Rotman School of Management
MBA
Credit Suisse September 2012 - November 2013
Credit Suisse October 2009 - September 2012
A Child Is Missing June 2009 - October 2009
Ronin Capital Management July 2008 - December 2008
Goldman Sachs March 2007 - July 2008
Skills
Derivatives, Credit Risk, Financial Institutions, Fixed Income, Emerging Markets, Equities, Capital Markets, Bloomberg, Valuation, Capital IQ
Education
University of Central Florida 2002 — 2006
B.S.
Credit Suisse November 2014 - Present
Wells Fargo Securities June 2013 - June 2014
UBS Investment Bank June 2011 - June 2013
Barclays Capital September 2006 - June 2011
Redwood Trust March 2003 - September 2006
Skills
Capital Markets, Hedge Funds, Structured Finance, Investments, Due Diligence, Business Relationship..., Sales, Sales Management, Marketing Strategy, Marketing, Derivatives, Finance
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Citi July 2010 - Present
Credit Suisse May 2010 - July 2010
Bank of America June 2009 - April 2010
Bank of America November 2005 - February 2009
JP Morgan June 2003 - November 2005
AIG October 2001 - May 2003
Citibank 2000 - 2001
Credit Suisse, JP Morgan, HSBC and EDS 1996 - 2000
JP Morgan, New York, London, Milan, Melbourne 1982 - 1996
Deloitte, Haskins and Sells, London (Now PWC) 1977 - 1982
Skills
Fixed Income, Derivatives, Business Analysis, Market Risk, Credit Risk, Program Management, Project Management, Data Warehousing, Equities, Financial Risk, Portfolio Management, Business Process..., FX Options, Trading, SDLC, Financial Services, Requirements Gathering, Analysis, Strategy, Finance, Requirements Analysis
Education
University of Cambridge 1974 — 1977
MA, Engineering
Credit Suisse 2000 - Present
Donaldson, Lufkin & Jenrette 1999 - 2000
Bank of New York Mellon 1996 - 1999
Education
University of Connecticut
BA, Economics
Credit Suisse December 2012 - Present
Credit Suisse June 2010 - December 2012
Credit Suisse November 2006 - June 2010
Bear Stearns October 2005 - October 2006
The Lincoln Financial Group May 2005 - September 2005
Skills
Strategy, Project Management, Financial Analysis, Management, Analysis, Leadership, Strategic Planning, Risk Management, Investment Banking, Finance
Education
University of Connecticut 2001 — 2005
BA, Math /Actuarial Science and Economics
Archer January 2012 - Present
Ozone Online August 2008 - December 2011
Credit Suisse December 2004 - August 2006
Education
University of California, San Diego
BP January 2014 - Present
BP June 2009 - August 2010
Credit Suisse 1998 - 2000
UBS June 1996 - August 1998
Skills
Product Control, Derivatives, Trading, Valuation, Investment Banking, Market Risk, Financial Risk, Trading Systems, Financial Reporting, Energy, Commodity Markets, FX Options, Risk Management, Options, Business Analysis, Treasury, Commodity, Capital Markets, Financial Modeling, Fixed Income, Equities
Education
University of Canterbury 2000 — 2002
B Com., Accounting
Credit Suisse September 2008 - Present
Lehman Brothers April 2008 - September 2008
Education
University of Southern California - Marshall School of Business 2010 — 2013
MBA
University of California, Santa Cruz 2002 — 2006
BS, Biology
Campolindo High School
Discovery Capital Management LLC June 2013 - Present
State Street Bank March 2011 - January 2013
Galle Global Macro Partners April 2010 - March 2011
State Street Bank July 2009 - April 2010
Brevan Howard September 2008 - December 2008
Credit Suisse October 1999 - August 2008
ING Nederland January 1998 - October 1999
Skills
Eviews, Bloomberg, HaverAnalytics, Datastream, Factset, Strategic Planning, Microsoft Word, Outlook, PowerPoint, Negotiation, Microsoft Excel, Public Speaking, Derivatives, Fixed Income, Equities, Hedge Funds, Valuation, Investments, Trading, Portfolio Management
Education
University of Cambridge 1996 — 1997
Worked towards PhD, Economics
University of Cambridge 1995 — 1996
M.Phil, Finance, Distinction
London Guildhall University, UK 1992 — 1995
BA, Financial Economics, First Class (Hons)
Fifth Third Bank October 2011 - Present
Credit Suisse April 2007 - October 2011
Education
University of Cincinnati College of Business 2002 — 2006
BBA, Finance
Eka Software Solutions 2009 - Present
Credit Suisse 1996 - 2000
Citibank N.A. 1985 - 1991
Skills
Commodities, Trading, Business Strategy, Derivatives, Risk Management, Customer Relations, Negotiation, Account Management
Education
University of Cincinnati 1971 — 1974
Bachelor's degree, Marketing and Finance
Bank of America June 2014 - Present
Barclays Capital 2009 - June 2014
NYU 2009 - 2009
Credit Suisse 2004 - 2009
Lava Trading 2003 - 2004
OppenheimerFunds July 1998 - November 2002
Skills
Econometrics, Bayesian statistics, Portfolio Management, Quantitative Finance, Quantitative Analytics, Equities, Hedge Funds, Fixed Income, Derivatives, Bloomberg, Trading
Education
University of Minnesota-Twin Cities 1991 — 1998
Ph.D., Economics
University of California, San Diego 1986 — 1990
B.A., Quantitative Economics
Multitek Systems LLC, an IT Project Managemnt May 2010 - Present
Credit Suisse June 2014 - December 2014
GLOBEOP FINANCIAL SERVICES February 2008 - April 2009
UBS Investment Bank April 1998 - December 2007
UBS Investment Bank April 1998 - July 2001
Skills
Hedge Funds, Asset Management, Equities, Options, Fixed Income, Alternative Investments, Derivatives, Portfolio Management, Capital Markets, Valuation, Credit Analysis, Credit, Banking, Visio, Experienced Business..., Trading Assistant, Operations Management, Bloomberg, Microsoft Excel, Equity Derivatives, Financial Reporting, Operational Risk, FX Options, Management, Equity Research, Trading Systems, Financial Analysis, Structured Products
Education
University of Connecticut-Stamford 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance, 3.7
St. John's University 1995 — 1999
Bachelor of Science (B.S.), Finance and Financial Management Services, 3.0
NetApp 2010 - Present
NetApp 2006 - 2010
Credit Suisse 2005 - 2006
Ciena 2001 - 2004
Lucent Technologies 1997 - 2001
Skills
Technical Leadership, Team Leadership, Test Automation..., Test Automation Tools, System Testing, Software Engineering, Perl, Python, Unix, Linux, NetApp, Solaris, Distributed Systems, Unix Shell Scripting, Perforce, CVS, ClearCase, Shell Scripting, Testing, SDLC, Test Automation, Software Development
Education
University of Colorado Denver 1995 — 1997
M.S., Computer Science
Vellore Institute of Technology 1985 — 1989
B.E., Electronics & Telecommunication Engineering
Vellore Institute of Technology 1985 — 1989
Credit Suisse 2007 - Present
Deutsche Bank 2005 - 2007
M&A PrivatBank AG 2001 - 2004
Commerzbank AG 1999 - 2001
Deloitte 1998 - 1998
Education
University of Cologne 1993 — 1998
Economics
Credit Suisse January 2014 - Present
Credit Suisse November 2011 - January 2014
Blackman & Sloop, CPAs, P.A. October 2008 - November 2011
McGladrey & Pullen August 2005 - October 2008
Skills
Auditing, Financial Accounting, Internal Controls, Financial Reporting, Accounting, CPA, Financial Analysis, GAAP, General Ledger, US GAAP
Education
University of Dayton 2000 — 2005
BS, Accounting, Finance, MBA
Credit Suisse DirectorPan-American Life Insurance Company2013 - Present
Education
University of Cambridge 1964 — 1966
Master's degree, Economics
Yale University
Bachelor's degree, Economics
Credit Suisse August 1997 - September 2001
SBC Warburg September 1990 - June 1995
Skills
Art, Contemporary Art, Fine Art, Painting, Drawing, Photoshop, Bonds, Visual Arts
Education
Cambridge University 1979 — 1982
Modern Languages, Spanish+German
St Paul's Girls' School 1971 — 1978
Barclays June 2014 - Present
JMI Equity September 2012 - June 2014
Credit Suisse June 2013 - August 2013
W Partners June 2012 - September 2012
Education
University of California, San Diego 2010 — 2014
Bachelor of Arts (BA), Economics
Mission San Jose High School 2006 — 2010
Bank of America Merrill Lynch May 2015 - Present
Credit Suisse May 2011 - May 2015
Financial Industry Regulatory Authority May 2009 - July 2009
Financial Industry Regulatory Authority May 2008 - November 2008
Sidley Austin June 2005 - July 2007
Education
Villanova Law School 2007 — 2010
Doctor of Law (J.D.), Law
Villanova University - School of Business 2001 — 2005
Bachelor of Science (B.S.), Marketing, Internatiomal Business
University of Cambridge
Institute of Economic and Political Studies
BGC Partners 2008 - 2012
Credit Suisse August 2006 - March 2008
Credit Suisse May 2004 - August 2006
Skills
Passed Level I CFA..., Series 7, Series 63
Education
The University of Connecticut 2000 — 2004
Bachelor of Science (BS), Finance, General
Moodys Corporation October 1996 - Present
Credit Suisse September 1994 - October 1996
Accenture September 1988 - June 1992
Skills
ABS, Fixed Income, Capital Markets, MBS, Credit Risk, System Design, System Testing, SQL, Relational Databases, Programming, Team Leadership, Management, Vendor Management, Structured Finance
Education
Yale School of Management 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of Cambridge 1985 — 1988
Bachelor's degree, Electrical and Electronics Engineering
Travelers April 2014 - Present
RBC Capital Markets September 2012 - April 2014
Credit Suisse March 2012 - September 2012
Standard & Poor's September 2011 - March 2012
Fiserv August 2010 - September 2011
SS&C Technologies March 2007 - July 2010
UBS Wealth Management January 2005 - December 2006
Skills
PMO, Investment Banking, SDLC, Trading Systems, Project Delivery, Project Portfolio..., Business Analysis, Derivatives, Risk Management, Fixed Income, Capital Markets, Program Management, Software Project..., PMP, Portfolio Management, Equities, Vendor Management, Market Data, Financial Modeling, Stakeholder Management, Business Strategy, Financial Services, IT Strategy, Agile Project Management, Requirements Gathering, Business Requirements, Governance
Education
The University of Connecticut
Deutsche Bank Securities May 2012 - Present
Credit Suisse May 2007 - May 2012
Lehman Brothers October 2000 - May 2007
Bear Stearns October 1994 - October 2000
Education
University of Connecticut 1974 — 1978
Bachelor’s Degree
Merrill Lynch November 2013 - Present
Credit Suisse September 2008 - November 2013
Lehman Brothers March 2005 - September 2008
Round Hill Securities September 2002 - March 2005
Skills
Investments, Portfolio Management, Private Banking, Sales
Education
University of California, San Diego 1998 — 2002
Bachelor of Arts (B.A.), Economics
Las Lomas High School 1994 — 1998