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
Francesco Balducci Francesco Balducci's Credit Suisse Experience June 2012 - August 2012
Job Business Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse I Private Banking North America NY LatAm April 2014 - Present
Credit Suisse June 2012 - August 2012
Skills
Portfolio Performance..., Fixed Income Analysis, Financial Modeling, Bloomberg Terminal, Microsoft Excel
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Economics & Political Science
San Ignacio de Loyola 2001 — 2009
High School
Credit Suisse I Private Banking North America NY LatAm April 2014 - Present
Credit Suisse June 2012 - August 2012
Skills
Portfolio Performance..., Fixed Income Analysis, Financial Modeling, Bloomberg Terminal, Microsoft Excel
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Economics & Political Science
San Ignacio de Loyola 2001 — 2009
High School
Adam Nordin Adam Nordin's Credit Suisse Experience 1998 - 2010
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays plc 2010 - Present
Credit Suisse 1998 - 2010
Skills
Mergers & Acquisitions, Corporate Finance, Capital Markets, Valuation, Investment Banking, Private Equity, Financial Modeling, Business Development, Fixed Income, Strategic Planning, Management, Equities, Venture Capital, Financial Analysis, Program Management, Equity Research, Business Strategy, Due Diligence, Entrepreneurship
Education
University of Michigan Law School 1992 — 1995
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
Master of Arts (MA), Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 1986 — 1991
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Barclays plc 2010 - Present
Credit Suisse 1998 - 2010
Skills
Mergers & Acquisitions, Corporate Finance, Capital Markets, Valuation, Investment Banking, Private Equity, Financial Modeling, Business Development, Fixed Income, Strategic Planning, Management, Equities, Venture Capital, Financial Analysis, Program Management, Equity Research, Business Strategy, Due Diligence, Entrepreneurship
Education
University of Michigan Law School 1992 — 1995
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
Master of Arts (MA), Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 1986 — 1991
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Simon Bogdanowicz Simon Bogdanowicz's Credit Suisse Experience May 2006 - August 2006
Job Enterprise SaaS, Finance and Entrepreneur
Industry Information Technology and Services
Experience
StrongView January 2015 - Present
MarketMuse August 2014 - Present
Usablenet October 2013 - August 2014
Thomson Reuters September 2010 - October 2013
RBC Capital Markets July 2007 - July 2010
Credit Suisse May 2006 - August 2006
Skills
Mergers, Valuation, Financial Analysis, Financial Modeling, Accounting, Investment Banking, Sarbanes-Oxley Act, Corporate Finance, Investments, Finance, Private Equity, Business Strategy, Business Analysis, Banking, Strategic Planning, Project Management, Due Diligence, Business Development, Risk Management, Process Improvement, Mergers & Acquisitions, New Business Development, Strategy, Entrepreneurship, Financial Services, Analysis, Start-ups, Management Consulting, Portfolio Management, Analytics, Business Intelligence, Leadership, Sales, Negotiation, Enterprise Software, Selling, B2B, Mobile Devices, Management, Sales Process, SaaS, Marketing, Salesforce.com, CRM
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance, Accounting, Business Information Technology
StrongView January 2015 - Present
MarketMuse August 2014 - Present
Usablenet October 2013 - August 2014
Thomson Reuters September 2010 - October 2013
RBC Capital Markets July 2007 - July 2010
Credit Suisse May 2006 - August 2006
Skills
Mergers, Valuation, Financial Analysis, Financial Modeling, Accounting, Investment Banking, Sarbanes-Oxley Act, Corporate Finance, Investments, Finance, Private Equity, Business Strategy, Business Analysis, Banking, Strategic Planning, Project Management, Due Diligence, Business Development, Risk Management, Process Improvement, Mergers & Acquisitions, New Business Development, Strategy, Entrepreneurship, Financial Services, Analysis, Start-ups, Management Consulting, Portfolio Management, Analytics, Business Intelligence, Leadership, Sales, Negotiation, Enterprise Software, Selling, B2B, Mobile Devices, Management, Sales Process, SaaS, Marketing, Salesforce.com, CRM
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance, Accounting, Business Information Technology
Anna Yevzelman Daniels Anna Yevzelman Daniels's Credit Suisse Experience August 2007 - January 2009
Job Cofounder at Retail Startup
Industry Real Estate
Experience
Retail Startup January 2014 - Present
American Securities February 2013 - January 2014
Meadow Partners, LLC September 2009 - February 2013
Bluff NY February 2009 - March 2010
Credit Suisse August 2007 - January 2009
Credit Suisse June 2006 - August 2006
Skills
Data Analysis, Blogging, Start-ups, New Business Development, Cross-functional Team..., Social Media Marketing, Market Research, Event Management, Marketing Communications, Strategy, Analytics, Market Analysis, Product Management, Business Planning, Strategic Partnerships, Mutual Funds, Email Marketing, Fashion, Social Media
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Business
Retail Startup January 2014 - Present
American Securities February 2013 - January 2014
Meadow Partners, LLC September 2009 - February 2013
Bluff NY February 2009 - March 2010
Credit Suisse August 2007 - January 2009
Credit Suisse June 2006 - August 2006
Skills
Data Analysis, Blogging, Start-ups, New Business Development, Cross-functional Team..., Social Media Marketing, Market Research, Event Management, Marketing Communications, Strategy, Analytics, Market Analysis, Product Management, Business Planning, Strategic Partnerships, Mutual Funds, Email Marketing, Fashion, Social Media
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Business
Bradley Myslinski Bradley Myslinski's Credit Suisse Experience August 2014 - Present
Job Private Banking & Wealth Management at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2014 - Present
Education
USC Marshall School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California 2010 — 2012
Master of Leadership
University of Michigan 2001 — 2004
Bachelor of Science in Engineering
Credit Suisse August 2014 - Present
Education
USC Marshall School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California 2010 — 2012
Master of Leadership
University of Michigan 2001 — 2004
Bachelor of Science in Engineering
Lauren Perrotta's Credit Suisse Experience June 2009 - January 2012
Job J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2012 - Present
BadKid Productions December 2010 - Present
Comedy Central January 2012 - October 2012
Credit Suisse June 2009 - January 2012
Credit Suisse June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance, Accounting and Management & Organizations
J.P. Morgan Asset Management October 2012 - Present
BadKid Productions December 2010 - Present
Comedy Central January 2012 - October 2012
Credit Suisse June 2009 - January 2012
Credit Suisse June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance, Accounting and Management & Organizations
Li Sun's Credit Suisse Experience October 2010 - March 2012
Job Management Consultant
Industry Investment Banking
Experience
Kurt Salmon November 2014 - Present
Accenture May 2012 - September 2014
Credit Suisse October 2010 - March 2012
J.P. Morgan July 2008 - September 2010
Skills
Capital Markets, Financial Modeling, Fixed Income, Investment Banking, Equities, Corporate Finance, Financial Analysis, Derivatives, Private Equity, Bloomberg, Due Diligence, Valuation, Management, DCF Valuation, Project Finance, Credit, LBO, Data Analysis, Market Research, Business Strategy, Management Consulting, Credit Analysis, Credit Risk
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Accounting and Finance
Novi High School
Kurt Salmon November 2014 - Present
Accenture May 2012 - September 2014
Credit Suisse October 2010 - March 2012
J.P. Morgan July 2008 - September 2010
Skills
Capital Markets, Financial Modeling, Fixed Income, Investment Banking, Equities, Corporate Finance, Financial Analysis, Derivatives, Private Equity, Bloomberg, Due Diligence, Valuation, Management, DCF Valuation, Project Finance, Credit, LBO, Data Analysis, Market Research, Business Strategy, Management Consulting, Credit Analysis, Credit Risk
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Accounting and Finance
Novi High School
Alex Swieca Alex Swieca's Credit Suisse Experience June 2009 - August 2009
Job Quarterback at University of Michigan
Industry Sports
Experience
University of Michigan August 2011 - Present
Excel Sports Management June 2013 - August 2013
Talpion Fund Management LP June 2013 - August 2013
Credit Suisse June 2009 - August 2009
Highbridge Capital Management June 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Microsoft Word, Social Media, Microsoft Excel, Public Speaking, Research, Facebook, Event Planning, Customer Service, Photoshop, Social Networking, Fundraising, Editing, Public Relations, Nonprofits, Leadership, Community Outreach, Social Media Marketing, Blogging, Team Leadership, Event Management, Marketing, Teamwork
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2015
Business Minor, Business
LSA University of Michigan 2010 — 2015
Psychology, Psychology
The Frisch School 2006 — 2010
University of Michigan August 2011 - Present
Excel Sports Management June 2013 - August 2013
Talpion Fund Management LP June 2013 - August 2013
Credit Suisse June 2009 - August 2009
Highbridge Capital Management June 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Microsoft Word, Social Media, Microsoft Excel, Public Speaking, Research, Facebook, Event Planning, Customer Service, Photoshop, Social Networking, Fundraising, Editing, Public Relations, Nonprofits, Leadership, Community Outreach, Social Media Marketing, Blogging, Team Leadership, Event Management, Marketing, Teamwork
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2015
Business Minor, Business
LSA University of Michigan 2010 — 2015
Psychology, Psychology
The Frisch School 2006 — 2010
Andrew Muench Andrew Muench's Credit Suisse Experience June 2008 - May 2012
Job Emerging Markets Bond Strategist, Design Ninja
Industry Internet
Experience
HSBC Global Banking and Markets October 2014 - Present
Skimmin January 2011 - Present
Banco Brasil Plural November 2012 - October 2014
Credit Suisse June 2008 - May 2012
Credit Suisse June 2007 - August 2007
Milliman May 2006 - August 2006
Skills
Equity Research, Valuation, Equity Valuation, Financial Modeling, DCF, Emerging Markets, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance, Accounting
HSBC Global Banking and Markets October 2014 - Present
Skimmin January 2011 - Present
Banco Brasil Plural November 2012 - October 2014
Credit Suisse June 2008 - May 2012
Credit Suisse June 2007 - August 2007
Milliman May 2006 - August 2006
Skills
Equity Research, Valuation, Equity Valuation, Financial Modeling, DCF, Emerging Markets, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance, Accounting
Timothy Westcott's Credit Suisse Experience July 2014 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Yale University School of Medicine May 2012 - May 2014
Credit Suisse June 2013 - August 2013
Yale Law School September 2011 - May 2013
Darien Public Schools May 2011 - August 2011
University of Michigan Aerospace Engineering September 2010 - December 2010
Skills
C++, C, Java, Objective-C, Python, Matlab, CSS, PSpice, Microsoft Excel, VBA, LaTeX, Adobe Creative Suite, Integrated Circuit..., Image Processing, iPhone Application..., OpenCV, Coffee, Mathematica
Education
Yale University 2011 — 2014
Bachelor of Science, Electrical Engineering
University of Michigan 2010 — 2011
B.S.E. Electrical Engineering
Darien High School 2006 — 2010
Credit Suisse July 2014 - Present
Yale University School of Medicine May 2012 - May 2014
Credit Suisse June 2013 - August 2013
Yale Law School September 2011 - May 2013
Darien Public Schools May 2011 - August 2011
University of Michigan Aerospace Engineering September 2010 - December 2010
Skills
C++, C, Java, Objective-C, Python, Matlab, CSS, PSpice, Microsoft Excel, VBA, LaTeX, Adobe Creative Suite, Integrated Circuit..., Image Processing, iPhone Application..., OpenCV, Coffee, Mathematica
Education
Yale University 2011 — 2014
Bachelor of Science, Electrical Engineering
University of Michigan 2010 — 2011
B.S.E. Electrical Engineering
Darien High School 2006 — 2010
Brenden Taylor's Credit Suisse Experience May 2015 - Present
Job IB COO/CFO Summer Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
Big Ticket Productions December 2013 - Present
Cigna June 2014 - August 2014
Apricots Restaurant 2011 - June 2014
Facey Apparel January 2013 - January 2014
Skills
Chinese, Microsoft Office, Microsoft Excel, Photoshop, Microsoft Word, PowerPoint, Public Speaking, Microsoft Access, Accounting, Teamwork, Leadership, Critical Thinking, Statistics, Behavior Management, Einstein, ALM, Midas
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, 3.92/4.00
University of Michigan College of Literature, Science, and the Arts 2012 — 2016
Minor, Chinese Language and Literature, 3.99/4.00
Simsbury High School 2008 — 2012
Credit Suisse May 2015 - Present
Big Ticket Productions December 2013 - Present
Cigna June 2014 - August 2014
Apricots Restaurant 2011 - June 2014
Facey Apparel January 2013 - January 2014
Skills
Chinese, Microsoft Office, Microsoft Excel, Photoshop, Microsoft Word, PowerPoint, Public Speaking, Microsoft Access, Accounting, Teamwork, Leadership, Critical Thinking, Statistics, Behavior Management, Einstein, ALM, Midas
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, 3.92/4.00
University of Michigan College of Literature, Science, and the Arts 2012 — 2016
Minor, Chinese Language and Literature, 3.99/4.00
Simsbury High School 2008 — 2012
Steven Kooyers Steven Kooyers's Credit Suisse Experience June 2008 - July 2010
Job Senior Associate at Apax Partners
Industry Venture Capital & Private Equity
Experience
Apax Partners August 2014 - Present
Stanford Graduate School of Business September 2012 - June 2014
Apax Partners July 2010 - July 2012
Credit Suisse June 2008 - July 2010
Education
University of Michigan 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Apax Partners August 2014 - Present
Stanford Graduate School of Business September 2012 - June 2014
Apax Partners July 2010 - July 2012
Credit Suisse June 2008 - July 2010
Education
University of Michigan 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Lee Reichman Lee Reichman's Credit Suisse Experience 2000 - 2011
Job IT Chief of Staff / Chief Operating Officer / Project Management Professional
Industry Financial Services
Experience
The Guardian Life Insurance Company of America 2013 - Present
Credit Suisse 2000 - 2011
NHL 1997 - 2000
Seer Technologies 1994 - 1997
EDS 1986 - 1994
Skills
Investment Banking, Risk Management, IT Business Management, IT Strategy, Strategic Planning, Program Management, Project Management, Project Portfolio..., PMO, Business Analysis, Quality Management, SDLC, Vendor Management, Outsourcing, IT Management, IT Financial Management, Governance, Resource Management, Leadership, PMP, Offshoring, Finance, Cost Transparency, Business Transformation
Education
University of Michigan
BBA, Business Administration
The Guardian Life Insurance Company of America 2013 - Present
Credit Suisse 2000 - 2011
NHL 1997 - 2000
Seer Technologies 1994 - 1997
EDS 1986 - 1994
Skills
Investment Banking, Risk Management, IT Business Management, IT Strategy, Strategic Planning, Program Management, Project Management, Project Portfolio..., PMO, Business Analysis, Quality Management, SDLC, Vendor Management, Outsourcing, IT Management, IT Financial Management, Governance, Resource Management, Leadership, PMP, Offshoring, Finance, Cost Transparency, Business Transformation
Education
University of Michigan
BBA, Business Administration
Scott Bruckmann's Credit Suisse Experience July 2009 - July 2011
Job Associate at Pegasus Capital Advisors
Industry Venture Capital & Private Equity
Experience
Pegasus Capital Advisors September 2011 - Present
Credit Suisse July 2009 - July 2011
Credit Suisse June 2008 - August 2008
Credit Suisse June 2007 - August 2007
Lazard Capital Markets June 2006 - August 2006
Skills
Corporate Finance, Investments, Financial Modeling, Mergers & Acquisitions, Private Equity, Investment Banking, Hedge Funds, Valuation, Capital Markets, Equities, Venture Capital, Financial Sponsors
Education
University of Michigan 2005 — 2009
Pegasus Capital Advisors September 2011 - Present
Credit Suisse July 2009 - July 2011
Credit Suisse June 2008 - August 2008
Credit Suisse June 2007 - August 2007
Lazard Capital Markets June 2006 - August 2006
Skills
Corporate Finance, Investments, Financial Modeling, Mergers & Acquisitions, Private Equity, Investment Banking, Hedge Funds, Valuation, Capital Markets, Equities, Venture Capital, Financial Sponsors
Education
University of Michigan 2005 — 2009
Rachel Zillmer Rachel Zillmer's Credit Suisse Experience August 2013 - May 2014
Job Operations Analyst
Industry Financial Services
Experience
Credit Suisse August 2013 - May 2014
Tamarac Inc. February 2013 - July 2013
Robert Half Technology April 2012 - February 2013
Parametric June 2009 - March 2012
University of Minnesota - QSCC September 2008 - May 2009
University of Minnesota August 2007 - December 2008
Skechers June 2008 - September 2008
Gap Inc./Banana Republic May 2007 - July 2007
Skills
Account Reconciliation, Active Learning, Client Relations Skills, Critical Thinking, Correspondences, Microsoft Office, Organization, Data Analysis, PowerPoint, SQL, Microsoft CRM, Microsoft Word, Marketing, Management, Customer Service, Social Networking, Client Relations, Sales
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelor's Degree, History
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Accounting
Credit Suisse August 2013 - May 2014
Tamarac Inc. February 2013 - July 2013
Robert Half Technology April 2012 - February 2013
Parametric June 2009 - March 2012
University of Minnesota - QSCC September 2008 - May 2009
University of Minnesota August 2007 - December 2008
Skechers June 2008 - September 2008
Gap Inc./Banana Republic May 2007 - July 2007
Skills
Account Reconciliation, Active Learning, Client Relations Skills, Critical Thinking, Correspondences, Microsoft Office, Organization, Data Analysis, PowerPoint, SQL, Microsoft CRM, Microsoft Word, Marketing, Management, Customer Service, Social Networking, Client Relations, Sales
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelor's Degree, History
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Accounting
Jaclyn (Lichtman) Britchkow Jaclyn (Lichtman) Britchkow's Credit Suisse Experience November 2004 - April 2011
Job Vice President
Industry Financial Services
Experience
TD May 2012 - Present
Thyroid Hope Foundation January 2008 - Present
Morgan Stanley April 2011 - April 2012
Credit Suisse November 2004 - April 2011
Merrill Lynch May 2002 - October 2004
American Management Systems, Inc 2000 - 2002
Skills
Fixed Income, Investment Banking, Equities, Project Management, Project Planning, Project Coordination, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Managerial Finance, Event Management, Analytics, Microsoft Office, Networking, PMP, Expense Management, Budget Process, Forecasting
Education
University of Michigan Business School 1996 — 2000
BBA, Finance, Computer Science
Cherry Hill High School East 1992 — 1996
High School Diploma
TD May 2012 - Present
Thyroid Hope Foundation January 2008 - Present
Morgan Stanley April 2011 - April 2012
Credit Suisse November 2004 - April 2011
Merrill Lynch May 2002 - October 2004
American Management Systems, Inc 2000 - 2002
Skills
Fixed Income, Investment Banking, Equities, Project Management, Project Planning, Project Coordination, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Managerial Finance, Event Management, Analytics, Microsoft Office, Networking, PMP, Expense Management, Budget Process, Forecasting
Education
University of Michigan Business School 1996 — 2000
BBA, Finance, Computer Science
Cherry Hill High School East 1992 — 1996
High School Diploma
Fun Cheung Fun Cheung's Credit Suisse Experience May 2010 - November 2011
Job Senior Manager at Morgan Stanley
Industry Banking
Experience
Morgan Stanley August 2014 - Present
Reval August 2013 - August 2014
Commerzbank AG June 2012 - August 2013
Bank of Tokyo-Mitsubishi UFJ November 2011 - June 2012
Credit Suisse May 2010 - November 2011
AIG January 2006 - May 2010
AIG August 2003 - January 2006
Skills
Finance, Accounting, Valuation, Market Risk, Interest Rate..., FX Derivatives, Treasury Management, Bloomberg, Access Database, VBA, Hedge Accounting, Liquidity Risk, Equity Funding, Microsoft Excel, Credit Risk, Structured Finance, MBS, FX Options, Interest Rate, Financial Analysis, Financial Statement..., Treasury Mana, Treasury, Hedging, Banking, Interest Rate Swaps, Options
Education
University of Michigan - Stephen M. Ross School of Business
Master's degree, Accounting and Finance
Hunter College High School
Morgan Stanley August 2014 - Present
Reval August 2013 - August 2014
Commerzbank AG June 2012 - August 2013
Bank of Tokyo-Mitsubishi UFJ November 2011 - June 2012
Credit Suisse May 2010 - November 2011
AIG January 2006 - May 2010
AIG August 2003 - January 2006
Skills
Finance, Accounting, Valuation, Market Risk, Interest Rate..., FX Derivatives, Treasury Management, Bloomberg, Access Database, VBA, Hedge Accounting, Liquidity Risk, Equity Funding, Microsoft Excel, Credit Risk, Structured Finance, MBS, FX Options, Interest Rate, Financial Analysis, Financial Statement..., Treasury Mana, Treasury, Hedging, Banking, Interest Rate Swaps, Options
Education
University of Michigan - Stephen M. Ross School of Business
Master's degree, Accounting and Finance
Hunter College High School
Robert Edel Robert Edel's Credit Suisse Experience 1993 - 1995
Job Coowner bei Edel & Partner
Industry Leisure, Travel & Tourism
Experience
BrillianTimes LLC 2011 - Present
Edel & Partner 1995 - Present
Stefal AG 2004 - 2009
Migros Klubschule 2003 - 2005
Season's Blumengalerie 1995 - 2001
Credit Suisse 1993 - 1995
Credit Suisse 1991 - 1993
Credit Suisse 1986 - 1991
Credit Suisse 1979 - 1986
Credit Suisse 1978 - 1979
Skills
Tourism, Social Media, Strategic Planning, Event Planning, Public Relations, Customer Service, Marketing Strategy, Hospitality, Social Media Marketing, Hotels, Team Building, Marketing, Microsoft Office
Education
University of Minnesota-Twin Cities 1992 — 1992
Diplom, International finance
Kaufmännischer Verein, Zürich 1969 — 1972
eidg. Diplom, Kaufmännische Berufsschule
Kollegium St. Michael, Zug 1966 — 1969
BrillianTimes LLC 2011 - Present
Edel & Partner 1995 - Present
Stefal AG 2004 - 2009
Migros Klubschule 2003 - 2005
Season's Blumengalerie 1995 - 2001
Credit Suisse 1993 - 1995
Credit Suisse 1991 - 1993
Credit Suisse 1986 - 1991
Credit Suisse 1979 - 1986
Credit Suisse 1978 - 1979
Skills
Tourism, Social Media, Strategic Planning, Event Planning, Public Relations, Customer Service, Marketing Strategy, Hospitality, Social Media Marketing, Hotels, Team Building, Marketing, Microsoft Office
Education
University of Minnesota-Twin Cities 1992 — 1992
Diplom, International finance
Kaufmännischer Verein, Zürich 1969 — 1972
eidg. Diplom, Kaufmännische Berufsschule
Kollegium St. Michael, Zug 1966 — 1969
Katherine Becker Katherine Becker's Credit Suisse Experience November 2012 - July 2013
Job Business Service Desk Specialist at Credit Suisse Securities (USA) LLC
Industry Marketing and Advertising
Experience
Credit Suisse Securities (USA) LLC September 2014 - Present
Credit Suisse November 2012 - July 2013
Destination South Meetings and Events June 2012 - October 2012
University of Mississippi August 2011 - May 2012
Willie Price University Nursery School January 2010 - May 2012
Air Techniques Inc May 2011 - August 2011
Kinnucans August 2009 - January 2010
Roswell Recreation and Parks Department May 2008 - August 2009
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Credit Suisse Securities (USA) LLC September 2014 - Present
Credit Suisse November 2012 - July 2013
Destination South Meetings and Events June 2012 - October 2012
University of Mississippi August 2011 - May 2012
Willie Price University Nursery School January 2010 - May 2012
Air Techniques Inc May 2011 - August 2011
Kinnucans August 2009 - January 2010
Roswell Recreation and Parks Department May 2008 - August 2009
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Adam Pardue Adam Pardue's Credit Suisse Experience August 2015 - Present
Job Business Analyst at Credit Suisse
Industry Insurance
Experience
Credit Suisse August 2015 - Present
Volvo Trucks May 2014 - August 2014
Vector Marketing June 2012 - August 2012
Family Services Inc. June 2010 - August 2010
Skills
Marketing, Sales, Microsoft Excel, Nonprofits, Pricing, Insurance, General Insurance, Property & Casualty..., Customer Service, Underwriting, Health Insurance, Claim
Education
University of Mississippi 2011 — 2015
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance, 3.04
Credit Suisse August 2015 - Present
Volvo Trucks May 2014 - August 2014
Vector Marketing June 2012 - August 2012
Family Services Inc. June 2010 - August 2010
Skills
Marketing, Sales, Microsoft Excel, Nonprofits, Pricing, Insurance, General Insurance, Property & Casualty..., Customer Service, Underwriting, Health Insurance, Claim
Education
University of Mississippi 2011 — 2015
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance, 3.04
Matthew Kanterman Matthew Kanterman's Credit Suisse Experience November 2008 - November 2008
Job Research Associate at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2014 - Present
Benzinga May 2012 - August 2014
Bloomberg LP September 2013 - November 2013
Credit Suisse Securities June 2011 - August 2011
UBS Financial Services May 2010 - August 2010
Credit Suisse November 2008 - November 2008
Skills
Investments, Portfolio Management, Financial Analysis, Fixed Income, Trading, Research, Equities, Analysis, Financial Modeling, Economics, Finance, Asset Managment
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan Education 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Bloomberg LP January 2014 - Present
Benzinga May 2012 - August 2014
Bloomberg LP September 2013 - November 2013
Credit Suisse Securities June 2011 - August 2011
UBS Financial Services May 2010 - August 2010
Credit Suisse November 2008 - November 2008
Skills
Investments, Portfolio Management, Financial Analysis, Fixed Income, Trading, Research, Equities, Analysis, Financial Modeling, Economics, Finance, Asset Managment
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan Education 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Nicholas Scarsella Nicholas Scarsella's Credit Suisse Experience February 2011 - July 2013
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company July 2013 - Present
Credit Suisse February 2011 - July 2013
Turnaround and Interim Management Consulting 2008 - 2011
Tamares Capital 2002 - 2008
Credit Suisse 1994 - 2001
Skills
Corporate Finance, Due Diligence, Finance, Financial Modeling, Investment Banking, Leadership, Management, Mergers, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance
Jefferies & Company July 2013 - Present
Credit Suisse February 2011 - July 2013
Turnaround and Interim Management Consulting 2008 - 2011
Tamares Capital 2002 - 2008
Credit Suisse 1994 - 2001
Skills
Corporate Finance, Due Diligence, Finance, Financial Modeling, Investment Banking, Leadership, Management, Mergers, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance
Rajiv Advani Rajiv Advani's Credit Suisse Experience September 2005 - March 2007
Job Director at Cisco Systems
Industry Financial Services
Experience
Cisco Systems February 2012 - Present
Advantage for Analysts LLC March 2007 - 2015
Credit Suisse September 2005 - March 2007
Diligent Consulting Group November 2002 - March 2007
Viant Corporation 2000 - 2002
Ernst & Young (Cap Gemini Ernst & Young) 1994 - 2000
Westinghouse Electric Company 1989 - 1992
Skills
Strategy, Management Consulting, Program Management, Business Transformation, Analytics, Product Development, CRM, Business Strategy, Analysis, Performance Management, Business Development, Management, BPO, Strategic Planning, Business Process..., Start-ups, Product Management
Education
University of Michigan 2002 — 2004
MBA
University of Michigan 1985 — 1989
BS, Industrial Engineering
Cisco Systems February 2012 - Present
Advantage for Analysts LLC March 2007 - 2015
Credit Suisse September 2005 - March 2007
Diligent Consulting Group November 2002 - March 2007
Viant Corporation 2000 - 2002
Ernst & Young (Cap Gemini Ernst & Young) 1994 - 2000
Westinghouse Electric Company 1989 - 1992
Skills
Strategy, Management Consulting, Program Management, Business Transformation, Analytics, Product Development, CRM, Business Strategy, Analysis, Performance Management, Business Development, Management, BPO, Strategic Planning, Business Process..., Start-ups, Product Management
Education
University of Michigan 2002 — 2004
MBA
University of Michigan 1985 — 1989
BS, Industrial Engineering
Samuel Miller Samuel Miller's Credit Suisse Experience August 2013 - Present
Job Associate at Credit Suisse Corporate Banking Corporate Lending Group
Industry Financial Services
Experience
Credit Suisse August 2013 - Present
Wells Fargo Securities July 2011 - July 2013
UBS June 2010 - August 2010
US Air Force 2002 - 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers, Business Strategy, Private Equity, Working Smarter, Mergers & Acquisitions, Strategy, Equities
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
University of Oklahoma 2005 — 2008
MA, International Relations
University of Michigan
BSE, Computer Engineering
Credit Suisse August 2013 - Present
Wells Fargo Securities July 2011 - July 2013
UBS June 2010 - August 2010
US Air Force 2002 - 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers, Business Strategy, Private Equity, Working Smarter, Mergers & Acquisitions, Strategy, Equities
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
University of Oklahoma 2005 — 2008
MA, International Relations
University of Michigan
BSE, Computer Engineering
Jeffrey Bloom Jeffrey Bloom's Credit Suisse Experience June 2007 - June 2010
Job Senior Associate at Lexington Partners
Industry Venture Capital & Private Equity
Experience
Lexington Partners August 2010 - Present
Angel Investor August 2010 - December 2014
Credit Suisse June 2007 - June 2010
Skills
LBO, Mergers & Acquisitions, Private Equity, Financial Modeling, Investment Banking, Valuation, Finance, Corporate Finance, Financial Analysis, Due Diligence, Angel Investing
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance, Accounting
Lexington Partners August 2010 - Present
Angel Investor August 2010 - December 2014
Credit Suisse June 2007 - June 2010
Skills
LBO, Mergers & Acquisitions, Private Equity, Financial Modeling, Investment Banking, Valuation, Finance, Corporate Finance, Financial Analysis, Due Diligence, Angel Investing
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance, Accounting
Craig Siegenthaler, CFA's Credit Suisse Experience June 2005 - Present
Job Senior Equity Research Analyst at Credit Suisse, Director
Industry Investment Banking
Experience
Credit Suisse June 2005 - Present
Brown Brothers Harriman June 2003 - June 2005
Skills
Asset Managment, Equity Research, Portfolio Management, Alternative Investments, Economics, Investments, Series 7, Mutual Funds, Financial Analysis, Equities, Hedge Funds, Due Diligence, Valuation, Bloomberg, Sell Side, Finance, Quantitative Research, Investment Banking, Trading, Asset Management, Banking, Capital Markets, Options
Education
University of Michigan 1999 — 2003
Bachelor of Engineering (B.E.), Industrial & Operational Engineering
Credit Suisse June 2005 - Present
Brown Brothers Harriman June 2003 - June 2005
Skills
Asset Managment, Equity Research, Portfolio Management, Alternative Investments, Economics, Investments, Series 7, Mutual Funds, Financial Analysis, Equities, Hedge Funds, Due Diligence, Valuation, Bloomberg, Sell Side, Finance, Quantitative Research, Investment Banking, Trading, Asset Management, Banking, Capital Markets, Options
Education
University of Michigan 1999 — 2003
Bachelor of Engineering (B.E.), Industrial & Operational Engineering
Vijaykaran Kapur Vijaykaran Kapur's Credit Suisse Experience July 2014 - Present
Job Investment Banking Analyst at Credit Suisse, New York
Industry Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Psyop May 2012 - July 2012
Credit Suisse May 2011 - June 2011
Credit Suisse May 2010 - June 2010
Cairn India Ltd July 2009 - July 2009
Skills
Analysis, Financial Modeling, Investment Banking, Economics, PowerPoint, Microsoft Excel, VBA, Financial Analysis, Statistics, Microsoft Office, Data Analysis, Microsoft Word, SPSS, Accounting, Corporate Finance, Market Research
Education
University of Michigan 2010 — 2014
Bachelor's degree, Economics and Applied Statistics, Senior
The Doon School 2004 — 2010
Business Studies, Accounting, Economics, Mathematics
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Psyop May 2012 - July 2012
Credit Suisse May 2011 - June 2011
Credit Suisse May 2010 - June 2010
Cairn India Ltd July 2009 - July 2009
Skills
Analysis, Financial Modeling, Investment Banking, Economics, PowerPoint, Microsoft Excel, VBA, Financial Analysis, Statistics, Microsoft Office, Data Analysis, Microsoft Word, SPSS, Accounting, Corporate Finance, Market Research
Education
University of Michigan 2010 — 2014
Bachelor's degree, Economics and Applied Statistics, Senior
The Doon School 2004 — 2010
Business Studies, Accounting, Economics, Mathematics
Jonathan Yellen's Credit Suisse Experience August 1994 - August 2004
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2011 - Present
Yellen and Co. December 2010 - Present
Deutsche Bank August 2004 - December 2010
"Combat Diary: The Marines of Lima Company" November 2005 - May 2006
Credit Suisse August 1994 - August 2004
United States Marine Corps April 1988 - October 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
University of Michigan 1984 — 1988
BA
Morgan Stanley June 2011 - Present
Yellen and Co. December 2010 - Present
Deutsche Bank August 2004 - December 2010
"Combat Diary: The Marines of Lima Company" November 2005 - May 2006
Credit Suisse August 1994 - August 2004
United States Marine Corps April 1988 - October 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
University of Michigan 1984 — 1988
BA
Rachel Craft Rachel Craft's Credit Suisse Experience July 2010 - November 2011
Job Vice President at Phoenix Investment Adviser, LLC
Industry Investment Management
Experience
Phoenix Investment Adviser, LLC June 2012 - Present
Credit Suisse July 2010 - November 2011
Credit Suisse July 2007 - May 2010
Credit Suisse July 2004 - July 2007
Skills
Capital Markets, Investment Banking, Fixed Income, Financial Analysis, Investor Relations, Hedge Funds, Valuation, Financial Modeling, Alternative Investments, Bloomberg, Asset Management, Derivatives, Portfolio Management, Investments, Analysis, Corporate Finance, Due Diligence, Leveraged Finance, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
Bachelors of Business Administration, Finance
Phoenix Investment Adviser, LLC June 2012 - Present
Credit Suisse July 2010 - November 2011
Credit Suisse July 2007 - May 2010
Credit Suisse July 2004 - July 2007
Skills
Capital Markets, Investment Banking, Fixed Income, Financial Analysis, Investor Relations, Hedge Funds, Valuation, Financial Modeling, Alternative Investments, Bloomberg, Asset Management, Derivatives, Portfolio Management, Investments, Analysis, Corporate Finance, Due Diligence, Leveraged Finance, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
Bachelors of Business Administration, Finance
Tim Storch Tim Storch's Credit Suisse Experience July 2012 - March 2013
Job Brand Partnership Sales and Marketing
Industry Marketing and Advertising
Experience
Creative Artists Agency March 2013 - Present
Credit Suisse July 2012 - March 2013
Credit Suisse July 2009 - September 2012
Credit Suisse June 2008 - August 2008
Valassis Communications May 2007 - August 2007
Skills
Marketing Strategy, Strategic Partnerships, Sales & Marketing, Brand Strategy, Financial Modeling, Valuation, Investment Banking, Financial Analysis, Entertainment, Business Development, Corporate Finance, Investments, Social Media, Digital Marketing, Corporate Branding, Data Analysis, Capital Markets, Equities, Bloomberg, Fashion, Salesforce.com, Social Media Marketing, Brand Development, Digital Media, Sales Process, Partnership Marketing
Education
University of Michigan - Stephen M. Ross School of Business
BBA, Finance, Strategy and Marketing
University of Detroit Jesuit High School
Creative Artists Agency March 2013 - Present
Credit Suisse July 2012 - March 2013
Credit Suisse July 2009 - September 2012
Credit Suisse June 2008 - August 2008
Valassis Communications May 2007 - August 2007
Skills
Marketing Strategy, Strategic Partnerships, Sales & Marketing, Brand Strategy, Financial Modeling, Valuation, Investment Banking, Financial Analysis, Entertainment, Business Development, Corporate Finance, Investments, Social Media, Digital Marketing, Corporate Branding, Data Analysis, Capital Markets, Equities, Bloomberg, Fashion, Salesforce.com, Social Media Marketing, Brand Development, Digital Media, Sales Process, Partnership Marketing
Education
University of Michigan - Stephen M. Ross School of Business
BBA, Finance, Strategy and Marketing
University of Detroit Jesuit High School
Elina Lae Elina Lae's Credit Suisse Experience August 2014 - Present
Job Attorney in Prime Services Legal (Secondment) at Credit Suisse
Industry Law Practice
Experience
Credit Suisse August 2014 - Present
Davis Polk & Wardwell LLP October 2012 - Present
University of Michigan January 2012 - April 2012
Davis Polk & Wardwell LLP May 2011 - August 2011
University of Michigan May 2010 - September 2010
Butzel Long January 2008 - December 2008
Eduhouse Oy March 2006 - December 2007
Edita Publishing Oy April 2005 - July 2006
National Board of Patents and Registration, Trade Register, Helsinki June 2004 - August 2004
Skills
Corporate Law, Legal Research, International Law, Research, Legal Writing, Bankruptcy, Intellectual Property, Securities Regulation, Capital Markets, Arbitration, Courts, Legal Advice, Competition Law, Due Diligence, Lexis, Legal Assistance, Westlaw, Copyright Law, Licensing, Criminal Law, Patent Litigation, Employment Law, Mediation, Corporate Governance, Commercial Litigation, Prime Brokerage, Hedge Funds
Education
University of Michigan Law School 2009 — 2012
Juris Doctor, Law, Magna Cum Laude, Order of Coif
University of Helsinki, Faculty of Law 2003 — 2007
The Master of Laws Program - LL.M, Law and Economics; Commercial Law
University of Utrecht, Faculty of Law 2006 — 2006
Master Level Studies in Law
Wayne State University Law School
Credit Suisse August 2014 - Present
Davis Polk & Wardwell LLP October 2012 - Present
University of Michigan January 2012 - April 2012
Davis Polk & Wardwell LLP May 2011 - August 2011
University of Michigan May 2010 - September 2010
Butzel Long January 2008 - December 2008
Eduhouse Oy March 2006 - December 2007
Edita Publishing Oy April 2005 - July 2006
National Board of Patents and Registration, Trade Register, Helsinki June 2004 - August 2004
Skills
Corporate Law, Legal Research, International Law, Research, Legal Writing, Bankruptcy, Intellectual Property, Securities Regulation, Capital Markets, Arbitration, Courts, Legal Advice, Competition Law, Due Diligence, Lexis, Legal Assistance, Westlaw, Copyright Law, Licensing, Criminal Law, Patent Litigation, Employment Law, Mediation, Corporate Governance, Commercial Litigation, Prime Brokerage, Hedge Funds
Education
University of Michigan Law School 2009 — 2012
Juris Doctor, Law, Magna Cum Laude, Order of Coif
University of Helsinki, Faculty of Law 2003 — 2007
The Master of Laws Program - LL.M, Law and Economics; Commercial Law
University of Utrecht, Faculty of Law 2006 — 2006
Master Level Studies in Law
Wayne State University Law School
Dan Miin Dan Miin's Credit Suisse Experience 2007 - 2010
Job Vice President, Healthcare Investment Banking at Jefferies LLC
Industry Investment Banking
Experience
Jefferies 2015 - Present
Brookfield Financial Corp. 2010 - 2015
Credit Suisse 2007 - 2010
Needham & Company 2006 - 2006
Sipex Corporation 2005 - 2005
AMD 1999 - 2005
Skills
Private Equity, Due Diligence, Corporate Finance, Financial Analysis, Investments, Valuation, Mergers & Acquisitions, Financial Modeling, Capital Markets, Venture Capital, Real Estate, Investment Banking, Finance, Structured Finance, Portfolio Management
Education
Cornell University, Johnson Graduate School of Management 2005 — 2007
Master of Business Administration, Investment Banking Concentration
University of Michigan 1996 — 1999
Bachelor of Science, Electrical Engineering
Jefferies 2015 - Present
Brookfield Financial Corp. 2010 - 2015
Credit Suisse 2007 - 2010
Needham & Company 2006 - 2006
Sipex Corporation 2005 - 2005
AMD 1999 - 2005
Skills
Private Equity, Due Diligence, Corporate Finance, Financial Analysis, Investments, Valuation, Mergers & Acquisitions, Financial Modeling, Capital Markets, Venture Capital, Real Estate, Investment Banking, Finance, Structured Finance, Portfolio Management
Education
Cornell University, Johnson Graduate School of Management 2005 — 2007
Master of Business Administration, Investment Banking Concentration
University of Michigan 1996 — 1999
Bachelor of Science, Electrical Engineering
Amisha Kaura Amisha Kaura's Credit Suisse Experience February 2009 - April 2010
Job Director, American Express OPEN
Industry Financial Services
Experience
American Express OPEN February 2014 - Present
American Express OPEN February 2013 - February 2014
American Express OPEN July 2010 - March 2013
Credit Suisse February 2009 - April 2010
Advent Capital Management April 2008 - February 2009
Bear Stearns August 2004 - June 2007
Merrill Lynch June 2002 - August 2004
Skills
Hedge Funds, Strategy, Portfolio Management, Private Equity, Business Development, Financial Services, Derivatives, Relationship Management, Emerging Markets, Investment Management, Trading, Competitive Analysis, Marketing Strategy, Financial Modeling, Credit, Investor Relations, Sales, Capital Markets, Banking, Mutual Funds, Valuation, Fixed Income, Management, Credit Cards, Direct Marketing, Strategic Partnerships, Merchant Services, Recruiting, Sales Management..., Project Management, Sales Management
Education
University of Michigan 1996 — 2000
BS, Business Administration, Finance
American Express OPEN February 2014 - Present
American Express OPEN February 2013 - February 2014
American Express OPEN July 2010 - March 2013
Credit Suisse February 2009 - April 2010
Advent Capital Management April 2008 - February 2009
Bear Stearns August 2004 - June 2007
Merrill Lynch June 2002 - August 2004
Skills
Hedge Funds, Strategy, Portfolio Management, Private Equity, Business Development, Financial Services, Derivatives, Relationship Management, Emerging Markets, Investment Management, Trading, Competitive Analysis, Marketing Strategy, Financial Modeling, Credit, Investor Relations, Sales, Capital Markets, Banking, Mutual Funds, Valuation, Fixed Income, Management, Credit Cards, Direct Marketing, Strategic Partnerships, Merchant Services, Recruiting, Sales Management..., Project Management, Sales Management
Education
University of Michigan 1996 — 2000
BS, Business Administration, Finance
Rodny Nacier, CFA Rodny Nacier, CFA's Credit Suisse Experience July 2005 - July 2008
Job Senior Vice President at ICR
Industry Financial Services
Experience
ICR April 2013 - Present
KeyBanc Capital Markets August 2010 - October 2012
Macquarie Capital August 2008 - July 2010
Credit Suisse July 2005 - July 2008
Digicel Haiti 2005 - 2006
Skills
Equity Research, Investments, Equities, Financial Modeling, Valuation, Bloomberg, IPO, Investment Banking, Hedge Funds, Capital Markets, Fixed Income, Investor Relations, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelors of Business Administration, Finance & Accounting
Chaminade 1997 — 2001
ICR April 2013 - Present
KeyBanc Capital Markets August 2010 - October 2012
Macquarie Capital August 2008 - July 2010
Credit Suisse July 2005 - July 2008
Digicel Haiti 2005 - 2006
Skills
Equity Research, Investments, Equities, Financial Modeling, Valuation, Bloomberg, IPO, Investment Banking, Hedge Funds, Capital Markets, Fixed Income, Investor Relations, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelors of Business Administration, Finance & Accounting
Chaminade 1997 — 2001
Jason Schwartz Jason Schwartz's Credit Suisse Experience June 2000 - June 2002
Job Senior Vice President at Blue Vista Capital Management, LLC
Industry Real Estate
Experience
Blue Vista Capital Management, LLC January 2008 - Present
Hearthstone September 2006 - December 2007
The Cypress Group June 2002 - May 2004
Credit Suisse June 2000 - June 2002
Education
Wharton School, University of Pennsylvania 2004 — 2006
Master of Business Administration (M.B.A.), Real Estate
University of Michigan 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Accounting
Blue Vista Capital Management, LLC January 2008 - Present
Hearthstone September 2006 - December 2007
The Cypress Group June 2002 - May 2004
Credit Suisse June 2000 - June 2002
Education
Wharton School, University of Pennsylvania 2004 — 2006
Master of Business Administration (M.B.A.), Real Estate
University of Michigan 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Accounting
Matthew Kovner Matthew Kovner's Credit Suisse Experience April 2015 - Present
Job Associate at Credit Suisse
Industry Banking
Experience
Credit Suisse April 2015 - Present
Credit Suisse July 2012 - April 2015
Michigan Clothiers April 2010 - May 2012
Credit Suisse June 2011 - August 2011
Skills
Financial Analysis, Banking, Business Analysis, Financial Modeling, PowerPoint, Microsoft Office, Valuation, Microsoft Word, Investment Banking, Investments, Corporate Finance, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor's Degree, Business Administration and Management, General
Pascack Hills High School 2004 — 2008
Credit Suisse April 2015 - Present
Credit Suisse July 2012 - April 2015
Michigan Clothiers April 2010 - May 2012
Credit Suisse June 2011 - August 2011
Skills
Financial Analysis, Banking, Business Analysis, Financial Modeling, PowerPoint, Microsoft Office, Valuation, Microsoft Word, Investment Banking, Investments, Corporate Finance, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor's Degree, Business Administration and Management, General
Pascack Hills High School 2004 — 2008
Christopher Taylor, CFA Christopher Taylor, CFA's Credit Suisse Experience July 2006 - June 2008
Job Investment Professional at Tennenbaum Capital Partners
Industry Investment Management
Experience
Tennenbaum Capital Partners August 2008 - Present
AGY Holding Corp July 2013 - Present
Credit Suisse July 2006 - June 2008
Goldman Sachs May 2005 - August 2005
Kayne Anderson Private Investors January 2005 - May 2005
Skills
Financial Modeling, Investment Banking, Leveraged Finance, Restructuring, Financial Analysis, Private Equity, Alternative Investments, Corporate Finance, Recapitalizations, Special Situations, Business Strategy, Operations Management, Investment Management, Financial Markets, Middle Market, Distressed Debt, Portfolio Management, Private Placements, Deal Structuring, Bank Financing, Bonds, Options Strategies, Metals, Mining, Industrials, Aerospace/Defense, Valuation, Due Diligence, Finance, Investments, Equities
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business
Bachelor of Science, Finance, Magna Cum Laude
University of Southern California
Tennenbaum Capital Partners August 2008 - Present
AGY Holding Corp July 2013 - Present
Credit Suisse July 2006 - June 2008
Goldman Sachs May 2005 - August 2005
Kayne Anderson Private Investors January 2005 - May 2005
Skills
Financial Modeling, Investment Banking, Leveraged Finance, Restructuring, Financial Analysis, Private Equity, Alternative Investments, Corporate Finance, Recapitalizations, Special Situations, Business Strategy, Operations Management, Investment Management, Financial Markets, Middle Market, Distressed Debt, Portfolio Management, Private Placements, Deal Structuring, Bank Financing, Bonds, Options Strategies, Metals, Mining, Industrials, Aerospace/Defense, Valuation, Due Diligence, Finance, Investments, Equities
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business
Bachelor of Science, Finance, Magna Cum Laude
University of Southern California
Ariel Kern Ariel Kern's Credit Suisse Experience 2009 - 2011
Job Product Marketing Manager at Google
Industry Internet
Experience
Google April 2011 - Present
Credit Suisse 2009 - 2011
Skills
Audio Books, Voice Over, Marketing, Presenter, Strategic Planning, Teaching, Acting, Voice Acting, Audio Editing, Recording, Copywriting, Analytics, Product Marketing, Storytelling, Podcasting, Google Adwords, Project Management, Social Media Marketing, Social Media, Management, Marketing Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration (BBA)
Detroit Country Day 2001 — 2005
Google April 2011 - Present
Credit Suisse 2009 - 2011
Skills
Audio Books, Voice Over, Marketing, Presenter, Strategic Planning, Teaching, Acting, Voice Acting, Audio Editing, Recording, Copywriting, Analytics, Product Marketing, Storytelling, Podcasting, Google Adwords, Project Management, Social Media Marketing, Social Media, Management, Marketing Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration (BBA)
Detroit Country Day 2001 — 2005
Eric Doolittle Eric Doolittle's Credit Suisse Experience July 2011 - July 2013
Job Associate at Thoma Bravo
Industry Venture Capital & Private Equity
Experience
Thoma Bravo July 2013 - Present
Credit Suisse July 2011 - July 2013
Credit Suisse June 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Michigan
Thoma Bravo July 2013 - Present
Credit Suisse July 2011 - July 2013
Credit Suisse June 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Michigan
Storm Duncan Storm Duncan's Credit Suisse Experience 1999 - March 2012
Job CoFounder and CEO, DwellAware
Industry Information Technology and Services
Experience
DwellAware April 2013 - Present
essess November 2011 - April 2013
Angel Storm 2002 - 2013
Credit Suisse 1999 - March 2012
Lehman Brothers 1996 - 1999
PaineWebber 1994 - 1996
Multiple 1984 - 1994
Skills
Entrepreneur, Venture Capital, Corporate Development, Mergers, Valuation, Due Diligence, Business Strategy, Start-ups, Energy, Financial Modeling, Financial Analysis, Corporate Finance, Cleantech, Entrepreneurship, Strategic Partnerships, Investor Relations, Investment Banking, Fundraising, SaaS, Mergers & Acquisitions, Enterprise Software, Sustainability, Strategy, Business Development, Analytics, Mobile Devices, Management, Finance, Executive Management, M&A experience, Acquisition Integration, Leadership, Analysis, Risk Management, Divestitures, Financial Structuring, Business Modeling, Strategic Consulting, Banking, Financial Services, Big Data, Acquisitions, Fixed Income, Thought Leadership, Alternative Investments, Trading, Leveraged Finance, IPO, Angel Investing
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA
Yale University 1988 — 1992
B.A.
Glenrock High School 1984 — 1988
DwellAware April 2013 - Present
essess November 2011 - April 2013
Angel Storm 2002 - 2013
Credit Suisse 1999 - March 2012
Lehman Brothers 1996 - 1999
PaineWebber 1994 - 1996
Multiple 1984 - 1994
Skills
Entrepreneur, Venture Capital, Corporate Development, Mergers, Valuation, Due Diligence, Business Strategy, Start-ups, Energy, Financial Modeling, Financial Analysis, Corporate Finance, Cleantech, Entrepreneurship, Strategic Partnerships, Investor Relations, Investment Banking, Fundraising, SaaS, Mergers & Acquisitions, Enterprise Software, Sustainability, Strategy, Business Development, Analytics, Mobile Devices, Management, Finance, Executive Management, M&A experience, Acquisition Integration, Leadership, Analysis, Risk Management, Divestitures, Financial Structuring, Business Modeling, Strategic Consulting, Banking, Financial Services, Big Data, Acquisitions, Fixed Income, Thought Leadership, Alternative Investments, Trading, Leveraged Finance, IPO, Angel Investing
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA
Yale University 1988 — 1992
B.A.
Glenrock High School 1984 — 1988
Alexandra Friedman Alexandra Friedman's Credit Suisse Experience January 2014 - Present
Job Americas Head of Real Estate Strategy / Relationship & Demand Management at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2014 - Present
Barclays February 2012 - December 2013
Barclays Investment Bank August 2010 - February 2012
Barclays Investment Bank May 2010 - August 2010
Simone Development January 2006 - May 2010
Debevoise & Plimpton September 2000 - January 2006
International Investment Advisors April 1999 - August 2000
Skills
Asset Management, Portfolio Management, Financial Analysis, Investments, Banking, Risk Management, Due Diligence, Financial Modeling, Loans, Vendor Management, Negotiation, Management, Stakeholder Management
Education
University of Michigan Law School
Doctor of Law (JD)
University of Pennsylvania
Bachelor of Arts (BA), Political Science and Government
Credit Suisse January 2014 - Present
Barclays February 2012 - December 2013
Barclays Investment Bank August 2010 - February 2012
Barclays Investment Bank May 2010 - August 2010
Simone Development January 2006 - May 2010
Debevoise & Plimpton September 2000 - January 2006
International Investment Advisors April 1999 - August 2000
Skills
Asset Management, Portfolio Management, Financial Analysis, Investments, Banking, Risk Management, Due Diligence, Financial Modeling, Loans, Vendor Management, Negotiation, Management, Stakeholder Management
Education
University of Michigan Law School
Doctor of Law (JD)
University of Pennsylvania
Bachelor of Arts (BA), Political Science and Government
David Tawil's Credit Suisse Experience April 2005 - October 2009
Job President of Maglan Capital (eventdriven, distressed focused hedge fund)
Industry Financial Services
Experience
Maglan Capital December 2010 - Present
ETG Capital October 2009 - Present
Credit Suisse April 2005 - October 2009
Davis Polk & Wardwell April 2001 - April 2005
Skadden, Arps, Slate, Meagher & Flom August 1999 - April 2001
U.S. Court of Appeals- Second Circuit June 1997 - August 1997
Skills
Hedge Funds, Restructuring, Debt, Investments, Fixed Income, Distressed Debt, Capital Markets, Bankruptcy, Direct Sales, Financial Analysis, Financial Markets, Trade Credit, Trade Credit Insurance, Hedging, Series 7, Series 63, Property & Casualty..., Licensed Property &..., Excess & Surplus Lines, Insurance Brokerage, Accounts Receivable, Turn Around Management, Trading, Risk Management, Investment Banking, Credit Risk, Finance, Credit, Debt Restructuring, Bonds, Portfolio Management, Equities, Private Equity, Securities, Venture Capital, Leveraged Finance, Loans, Financial Risk, Alternative Investments, Financial Structuring, Options, Derivatives, Investment Management, Capital, Due Diligence, Fund Of Funds, Asset Management, Structured Finance, Valuation, Investment Strategies
Education
University of Michigan Law School 1996 — 1999
JD
Yeshiva University 1993 — 1996
BS, Business Management
BMT- Beit Midrash L'Torah 1992 — 1993
Yeshivah of Flatbush 1988 — 1992
H.S.
Maglan Capital December 2010 - Present
ETG Capital October 2009 - Present
Credit Suisse April 2005 - October 2009
Davis Polk & Wardwell April 2001 - April 2005
Skadden, Arps, Slate, Meagher & Flom August 1999 - April 2001
U.S. Court of Appeals- Second Circuit June 1997 - August 1997
Skills
Hedge Funds, Restructuring, Debt, Investments, Fixed Income, Distressed Debt, Capital Markets, Bankruptcy, Direct Sales, Financial Analysis, Financial Markets, Trade Credit, Trade Credit Insurance, Hedging, Series 7, Series 63, Property & Casualty..., Licensed Property &..., Excess & Surplus Lines, Insurance Brokerage, Accounts Receivable, Turn Around Management, Trading, Risk Management, Investment Banking, Credit Risk, Finance, Credit, Debt Restructuring, Bonds, Portfolio Management, Equities, Private Equity, Securities, Venture Capital, Leveraged Finance, Loans, Financial Risk, Alternative Investments, Financial Structuring, Options, Derivatives, Investment Management, Capital, Due Diligence, Fund Of Funds, Asset Management, Structured Finance, Valuation, Investment Strategies
Education
University of Michigan Law School 1996 — 1999
JD
Yeshiva University 1993 — 1996
BS, Business Management
BMT- Beit Midrash L'Torah 1992 — 1993
Yeshivah of Flatbush 1988 — 1992
H.S.
Jacqueline Dagan Jacqueline Dagan's Credit Suisse Experience March 2013 - June 2014
Job Fund Attorney
Industry Law Practice
Experience
Credit Suisse March 2013 - June 2014
Bloomberg Law Reports October 2012 - March 2014
Clifford Chance US LLP September 2001 - December 2010
Skills
mergers, fund formation, private equity, Due Diligence, Venture Capital, Securities, Investments, Alternative Investments, Joint Ventures, Fund Of Funds, Legal Writing, Private Placements, Real Estate, Corporate Governance, Securities Regulation, Corporate Law, Bloomberg, Capital Markets, Funding, Hedge Funds, Negotiation, Tax, Corporate Finance, Private Equity, Asset Management, Mergers & Acquisitions, Mutual Funds, Financial Structuring, Structured Finance, Mergers
Education
Fordham University School of LawNew 1999 — 2001
Juris Doctor, Law
University of Michigan 1994 — 1998
BA, Psychology
Credit Suisse March 2013 - June 2014
Bloomberg Law Reports October 2012 - March 2014
Clifford Chance US LLP September 2001 - December 2010
Skills
mergers, fund formation, private equity, Due Diligence, Venture Capital, Securities, Investments, Alternative Investments, Joint Ventures, Fund Of Funds, Legal Writing, Private Placements, Real Estate, Corporate Governance, Securities Regulation, Corporate Law, Bloomberg, Capital Markets, Funding, Hedge Funds, Negotiation, Tax, Corporate Finance, Private Equity, Asset Management, Mergers & Acquisitions, Mutual Funds, Financial Structuring, Structured Finance, Mergers
Education
Fordham University School of LawNew 1999 — 2001
Juris Doctor, Law
University of Michigan 1994 — 1998
BA, Psychology
David Silbering David Silbering's Credit Suisse Experience June 2012 - May 2014
Job Director Business Development at Brightstar Corp.
Industry Telecommunications
Experience
Brightstar Corp. April 2015 - Present
BG Strategic Advisors and Cambridge Capital May 2014 - April 2015
Credit Suisse June 2012 - May 2014
Credit Suisse June 2011 - August 2011
TUDOR INVESTMENT CORPORATION June 2005 - July 2010
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, LBO, Investment Banking, Asset Management, Private Equity, Equities, Hedge Funds, Capital Markets, Fixed Income, Bloomberg, Derivatives, Portfolio Management, Alternative Investments, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Corporate Finance and Asset Management
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance, Accounting
Brightstar Corp. April 2015 - Present
BG Strategic Advisors and Cambridge Capital May 2014 - April 2015
Credit Suisse June 2012 - May 2014
Credit Suisse June 2011 - August 2011
TUDOR INVESTMENT CORPORATION June 2005 - July 2010
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, LBO, Investment Banking, Asset Management, Private Equity, Equities, Hedge Funds, Capital Markets, Fixed Income, Bloomberg, Derivatives, Portfolio Management, Alternative Investments, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Corporate Finance and Asset Management
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance, Accounting
Shawn Devilla Shawn Devilla's Credit Suisse Experience July 2012 - July 2014
Job Private Equity Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group August 2015 - Present
The Carlyle Group July 2014 - August 2015
Credit Suisse July 2012 - July 2014
Credit Suisse June 2011 - August 2011
Pathway Capital Management June 2010 - August 2010
Skills
Investment Banking, Data Analysis, Bloomberg, Capital Markets, Equities, Financial Modeling, LBO, Valuation, Investments, Investment Research, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Business
Cate School 2004 — 2008
High School
The Carlyle Group August 2015 - Present
The Carlyle Group July 2014 - August 2015
Credit Suisse July 2012 - July 2014
Credit Suisse June 2011 - August 2011
Pathway Capital Management June 2010 - August 2010
Skills
Investment Banking, Data Analysis, Bloomberg, Capital Markets, Equities, Financial Modeling, LBO, Valuation, Investments, Investment Research, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Business
Cate School 2004 — 2008
High School
Bill Carcache, CFA, CPA Bill Carcache, CFA, CPA's Credit Suisse Experience August 2002 - March 2007
Job Senior Analyst at Nomura Securities
Industry Research
Experience
Nomura Securities August 2011 - Present
Macquarie Securities June 2008 - August 2011
Bear Stearns March 2007 - June 2008
Credit Suisse August 2002 - March 2007
J.P. Morgan June 1999 - August 2002
Skills
Equity Research, Valuation, Accounting, Equities, Financial Modeling, Investments, Corporate Finance, Financial Analysis, Bloomberg, Investment Banking, Equity Valuation, Financial Markets, Emerging Markets, Securities, Portfolio Management, Series 7, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Corporate Finance
Nomura Securities August 2011 - Present
Macquarie Securities June 2008 - August 2011
Bear Stearns March 2007 - June 2008
Credit Suisse August 2002 - March 2007
J.P. Morgan June 1999 - August 2002
Skills
Equity Research, Valuation, Accounting, Equities, Financial Modeling, Investments, Corporate Finance, Financial Analysis, Bloomberg, Investment Banking, Equity Valuation, Financial Markets, Emerging Markets, Securities, Portfolio Management, Series 7, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Corporate Finance
Brian Carlin's Credit Suisse Experience July 2014 - Present
Job Associate, Debt Capital Markets at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse July 2011 - June 2014
University of Michigan Ross School of Business January 2011 - May 2011
Credit Suisse June 2010 - August 2010
Bank of America Merrill Lynch June 2009 - August 2009
American Development Group May 2008 - August 2008
Skills
Capital Markets, Bloomberg, Investment Banking, Fixed Income, Corporate Finance, Due Diligence, Economics, Finance, Banking, Securities, Bonds, Bloomberg Terminal, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance
Credit Suisse July 2014 - Present
Credit Suisse July 2011 - June 2014
University of Michigan Ross School of Business January 2011 - May 2011
Credit Suisse June 2010 - August 2010
Bank of America Merrill Lynch June 2009 - August 2009
American Development Group May 2008 - August 2008
Skills
Capital Markets, Bloomberg, Investment Banking, Fixed Income, Corporate Finance, Due Diligence, Economics, Finance, Banking, Securities, Bonds, Bloomberg Terminal, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance
David Peterman David Peterman's Credit Suisse Experience September 2003 - September 2005
Job Sales at III Capital Management/ AVM
Industry Investment Management
Experience
III Capital Management/AVM September 2008 - Present
Bear Stearns September 2007 - September 2008
Bear Stearns September 2005 - September 2007
Credit Suisse September 2003 - September 2005
Skills
Fixed Income, Hedge Funds, Credit Derivatives, Derivatives, CDS, Bonds, Capital Markets, Bloomberg, Trading, Equities, High Yield, Alternative Investments, Emerging Markets, Structured Products, Options
Education
University of Michigan 1999 — 2003
BA, Economics
III Capital Management/AVM September 2008 - Present
Bear Stearns September 2007 - September 2008
Bear Stearns September 2005 - September 2007
Credit Suisse September 2003 - September 2005
Skills
Fixed Income, Hedge Funds, Credit Derivatives, Derivatives, CDS, Bonds, Capital Markets, Bloomberg, Trading, Equities, High Yield, Alternative Investments, Emerging Markets, Structured Products, Options
Education
University of Michigan 1999 — 2003
BA, Economics
Jack DeCamp, CFA Jack DeCamp, CFA's Credit Suisse Experience June 2009 - March 2015
Job FX Vol Trader at Hutchin Hill Capital
Industry Capital Markets
Experience
Hutchin Hill Capital March 2015 - Present
Credit Suisse June 2009 - March 2015
Royal Bank of Scotland Group July 2006 - June 2009
Bear Stearns June 2005 - August 2005
Skills
Options, Capital Markets, FX Options, Investment Banking, Bloomberg, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2006
MA, Accountancy
University of Michigan 2002 — 2005
BA, Economics
Hutchin Hill Capital March 2015 - Present
Credit Suisse June 2009 - March 2015
Royal Bank of Scotland Group July 2006 - June 2009
Bear Stearns June 2005 - August 2005
Skills
Options, Capital Markets, FX Options, Investment Banking, Bloomberg, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2006
MA, Accountancy
University of Michigan 2002 — 2005
BA, Economics
Eric Medina Eric Medina's Credit Suisse Experience October 2010 - July 2012
Job Associate at aPriori Capital Partners
Industry Venture Capital & Private Equity
Experience
aPriori Capital Partners July 2012 - Present
Credit Suisse October 2010 - July 2012
Barclays Capital July 2009 - October 2010
Lehman Brothers July 2008 - August 2008
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance
aPriori Capital Partners July 2012 - Present
Credit Suisse October 2010 - July 2012
Barclays Capital July 2009 - October 2010
Lehman Brothers July 2008 - August 2008
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance
Erin Ledger Beaupre Erin Ledger Beaupre's Credit Suisse Experience July 2006 - July 2008
Job Senior Vice President at Macquarie Group
Industry Financial Services
Experience
Macquarie Group September 2008 - Present
Credit Suisse July 2006 - July 2008
Skills
Valuation, Due Diligence, Financial Modeling, Capital Markets, Equities, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Investment Banking, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Macquarie Group September 2008 - Present
Credit Suisse July 2006 - July 2008
Skills
Valuation, Due Diligence, Financial Modeling, Capital Markets, Equities, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Investment Banking, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Federico Ruiz's Credit Suisse Experience July 2013 - August 2015
Job Private Equity Associate at EQT Holdings/EQT Partners
Industry Financial Services
Experience
EQT Holdings/EQT Partners September 2015 - Present
Credit Suisse July 2013 - August 2015
University of Michigan - Ross School of Business August 2009 - May 2013
Global Investments Club April 2012 - April 2013
Credit Suisse June 2012 - August 2012
Goldman Sachs May 2011 - August 2011
Global Business School Network May 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Investment Banking, Financial Analysis, Data Analysis, Valuation, Microsoft Word, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA/BA, Dual-Degree in Finance/Accounting and Economics
Seven Lakes High School 2005 — 2009
EQT Holdings/EQT Partners September 2015 - Present
Credit Suisse July 2013 - August 2015
University of Michigan - Ross School of Business August 2009 - May 2013
Global Investments Club April 2012 - April 2013
Credit Suisse June 2012 - August 2012
Goldman Sachs May 2011 - August 2011
Global Business School Network May 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Investment Banking, Financial Analysis, Data Analysis, Valuation, Microsoft Word, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA/BA, Dual-Degree in Finance/Accounting and Economics
Seven Lakes High School 2005 — 2009
Natalie Riessen Natalie Riessen's Credit Suisse Experience 2008 - 2010
Job Optimal Group Family Capital Management
Industry Financial Services
Experience
Optimal Group, Family Capital Management 2010 - Present
Credit Suisse 2008 - 2010
Lehman Brothers 2004 - 2008
Morgan Stanley 2002 - 2004
Goldman Sachs 1998 - 2002
Schroders & Co. 1997 - 1998
Grant Thornton LLP 1993 - 1997
Ernst & Young 1989 - 1993
Education
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Double Major: Finance, Taxation
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration, Major: Accounting
Optimal Group, Family Capital Management 2010 - Present
Credit Suisse 2008 - 2010
Lehman Brothers 2004 - 2008
Morgan Stanley 2002 - 2004
Goldman Sachs 1998 - 2002
Schroders & Co. 1997 - 1998
Grant Thornton LLP 1993 - 1997
Ernst & Young 1989 - 1993
Education
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Double Major: Finance, Taxation
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration, Major: Accounting
Joshua Funt Joshua Funt's Credit Suisse Experience October 2014 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2014 - Present
BNY Mellon June 2011 - October 2014
Skills
PowerPoint, Liquidity Risk, Regulatory Capital, Interest Rate Risk..., CCAR, Fixed Income Portfolio..., BlackRock Aladdin, Bloomberg Terminal, Fixed Income, Financial Risk, Securities, Financial Analysis
Education
University of Michigan 2007 — 2011
Bachelor of Science (B.S.), Economics
Credit Suisse October 2014 - Present
BNY Mellon June 2011 - October 2014
Skills
PowerPoint, Liquidity Risk, Regulatory Capital, Interest Rate Risk..., CCAR, Fixed Income Portfolio..., BlackRock Aladdin, Bloomberg Terminal, Fixed Income, Financial Risk, Securities, Financial Analysis
Education
University of Michigan 2007 — 2011
Bachelor of Science (B.S.), Economics
Matthew Coleman Matthew Coleman's Credit Suisse Experience 2009 - 2009
Job Leveraging CRM for better information and increased transparency
Industry Information Technology and Services
Experience
Microsoft October 2013 - Present
Bloomberg L.P. July 2011 - October 2013
University of Michigan, Ross School of Business 2007 - 2011
Bloomberg June 2010 - August 2010
Brand Genuity June 2009 - August 2009
Credit Suisse 2009 - 2009
Major League Baseball 2008 - 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Social Media, Fixed Income, Equities, Valuation, Microsoft Excel, PowerPoint, Analytics, Market Research, Business Strategy, Investments, Business Development, Data Analysis, New Business Development, Leadership, CRM, Analysis, Sales, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance/ Marketing
Microsoft October 2013 - Present
Bloomberg L.P. July 2011 - October 2013
University of Michigan, Ross School of Business 2007 - 2011
Bloomberg June 2010 - August 2010
Brand Genuity June 2009 - August 2009
Credit Suisse 2009 - 2009
Major League Baseball 2008 - 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Social Media, Fixed Income, Equities, Valuation, Microsoft Excel, PowerPoint, Analytics, Market Research, Business Strategy, Investments, Business Development, Data Analysis, New Business Development, Leadership, CRM, Analysis, Sales, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance/ Marketing
Mitul Gandhi, CFA's Credit Suisse Experience June 2009 - March 2011
Job Senior Director, Operations Strategy and Process Engineering at Charter Communications
Industry Telecommunications
Experience
Charter Communications March 2015 - Present
Cablevision June 2013 - March 2015
N-Squared Growth Capital (Private Equity) June 2012 - May 2013
HNC Capital April 2011 - May 2012
Credit Suisse June 2009 - March 2011
Cablevision December 2002 - June 2009
Vaxa Inc. July 2002 - December 2002
Arthur D. Little February 2001 - September 2001
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Equities, Due Diligence, Financial Analysis, Capital Markets, Investments, Mergers, Bloomberg, Portfolio Management, Private Equity, Asset Managment, Fixed Income
Education
New York University - Leonard N. Stern School of Business
MBA, Accounting and Finance
University of Michigan
B.S., Industrial and Operations Engineering
Villanova University 2014 — 2014
Certificate in Lean Six Sigma Black Belt
Charter Communications March 2015 - Present
Cablevision June 2013 - March 2015
N-Squared Growth Capital (Private Equity) June 2012 - May 2013
HNC Capital April 2011 - May 2012
Credit Suisse June 2009 - March 2011
Cablevision December 2002 - June 2009
Vaxa Inc. July 2002 - December 2002
Arthur D. Little February 2001 - September 2001
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Equities, Due Diligence, Financial Analysis, Capital Markets, Investments, Mergers, Bloomberg, Portfolio Management, Private Equity, Asset Managment, Fixed Income
Education
New York University - Leonard N. Stern School of Business
MBA, Accounting and Finance
University of Michigan
B.S., Industrial and Operations Engineering
Villanova University 2014 — 2014
Certificate in Lean Six Sigma Black Belt
Paul Choi's Credit Suisse Experience 2006 - 2009
Job Vice President at Swiss Re
Industry Capital Markets
Experience
Swiss Re January 2013 - Present
Merrill Lynch May 2010 - November 2012
Deutsche Bank May 2009 - May 2010
Credit Suisse 2006 - 2009
Constellation Energy January 2003 - March 2006
Enron 1995 - 2002
Education
University of Michigan 1991 — 1995
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
Swiss Re January 2013 - Present
Merrill Lynch May 2010 - November 2012
Deutsche Bank May 2009 - May 2010
Credit Suisse 2006 - 2009
Constellation Energy January 2003 - March 2006
Enron 1995 - 2002
Education
University of Michigan 1991 — 1995
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
Anton Kawalsky's Credit Suisse Experience 2005 - 2006
Job Senior Vice President at Canyon Capital
Industry Financial Services
Experience
Canyon Capital October 2006 - Present
Credit Suisse 2005 - 2006
Education
University of Michigan 2001 — 2005
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Canyon Capital October 2006 - Present
Credit Suisse 2005 - 2006
Education
University of Michigan 2001 — 2005
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Nathaniel Spencer's Credit Suisse Experience September 2015 - Present
Job Chief Operating Officer Americas Cash Equities at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2015 - Present
Bank of America February 2013 - August 2015
Bank of America January 2009 - February 2013
Merrill Lynch July 2004 - December 2008
Skills
Fixed Income, Financial Modeling, Capital Markets, Equities, Financial Analysis, Derivatives, Investment Banking, Bloomberg, Hedge Funds, Valuation, Corporate Finance, Securities, Banking, Finance, Private Equity, Credit Analysis, Sarbanes-Oxley Act, Asset Management
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Quantitative Finance and Banking
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance, Accounting
Credit Suisse September 2015 - Present
Bank of America February 2013 - August 2015
Bank of America January 2009 - February 2013
Merrill Lynch July 2004 - December 2008
Skills
Fixed Income, Financial Modeling, Capital Markets, Equities, Financial Analysis, Derivatives, Investment Banking, Bloomberg, Hedge Funds, Valuation, Corporate Finance, Securities, Banking, Finance, Private Equity, Credit Analysis, Sarbanes-Oxley Act, Asset Management
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Quantitative Finance and Banking
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance, Accounting
Steve Shim's Credit Suisse Experience March 2005 - Present
Job AVP at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2005 - Present
Education
University of Michigan 2002 — 2005
Credit Suisse March 2005 - Present
Education
University of Michigan 2002 — 2005
Jennifer Ladman Bitterman's Credit Suisse Experience February 2007 - August 2008
Job Head of Real Estate Asset Management
Industry Real Estate
Experience
Cedar Realty Trust, Inc. October 2011 - Present
Morgan Stanley September 2008 - October 2011
Credit Suisse February 2007 - August 2008
PricewaterhouseCoopers August 2005 - February 2007
Skills
Asset Management, Valuation, Financial Modeling, Real Estate, Investments, Financial Analysis, Commercial Real Estate
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance and Accounting
Marlboro High School 1997 — 2001
Cedar Realty Trust, Inc. October 2011 - Present
Morgan Stanley September 2008 - October 2011
Credit Suisse February 2007 - August 2008
PricewaterhouseCoopers August 2005 - February 2007
Skills
Asset Management, Valuation, Financial Modeling, Real Estate, Investments, Financial Analysis, Commercial Real Estate
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance and Accounting
Marlboro High School 1997 — 2001
Rama Kumanduri's Credit Suisse Experience October 2005 - Present
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 2005 - Present
Unitarian Universalist Service Committee (UUSC) September 2012 - Present
UBS 1997 - 2005
Columbia University June 1993 - June 1997
Skills
Quantitative Finance, Management, Equity Derivatives, Structured Products, Derivatives, Risk Management, Volatility, Financial Risk, Market Risk, Monte Carlo Simulation, Quantitative Investing, Trading Systems, Equities, Options, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Financial Markets, Trading, Hedge Funds, FX Options, Quantitative Analytics, Portfolio Management
Education
University of Minnesota-Twin Cities 1986 — 1993
Doctor of Philosophy (Ph.D.), Mathematics
IIT, Chennai 1982 — 1982
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Credit Suisse October 2005 - Present
Unitarian Universalist Service Committee (UUSC) September 2012 - Present
UBS 1997 - 2005
Columbia University June 1993 - June 1997
Skills
Quantitative Finance, Management, Equity Derivatives, Structured Products, Derivatives, Risk Management, Volatility, Financial Risk, Market Risk, Monte Carlo Simulation, Quantitative Investing, Trading Systems, Equities, Options, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Financial Markets, Trading, Hedge Funds, FX Options, Quantitative Analytics, Portfolio Management
Education
University of Minnesota-Twin Cities 1986 — 1993
Doctor of Philosophy (Ph.D.), Mathematics
IIT, Chennai 1982 — 1982
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Jonathan Tobias's Credit Suisse Experience June 2008 - Present
Job Compensation Analyst at Credit Suisse
Industry Human Resources
Experience
Credit Suisse June 2008 - Present
GPS Express July 2007 - March 2008
Wells Fargo Bank October 2005 - June 2007
Marshall Field's November 2004 - December 2005
University of Minnesota August 2003 - May 2004
Skills
Microsoft Excel, Microsoft Word, Human Resources, Compensation & Benefit
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MA, Human Resources and Industrial Relations
University of Minnesota-Twin Cities 2001 — 2004
BA, Political Science
Credit Suisse June 2008 - Present
GPS Express July 2007 - March 2008
Wells Fargo Bank October 2005 - June 2007
Marshall Field's November 2004 - December 2005
University of Minnesota August 2003 - May 2004
Skills
Microsoft Excel, Microsoft Word, Human Resources, Compensation & Benefit
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MA, Human Resources and Industrial Relations
University of Minnesota-Twin Cities 2001 — 2004
BA, Political Science
Josephin Effendi's Credit Suisse Experience August 2004 - May 2015
Job Product Control
Industry Financial Services
Experience
Credit Suisse August 2004 - May 2015
J.S. International, Inc. August 1998 - January 2003
Skills
Derivatives, Interest Rate..., Fixed Income
Education
University of Michigan
Master of Science, Financial Engineering
University of Oklahoma
Bachelor of Accountancy, Accounting & Finance
Credit Suisse August 2004 - May 2015
J.S. International, Inc. August 1998 - January 2003
Skills
Derivatives, Interest Rate..., Fixed Income
Education
University of Michigan
Master of Science, Financial Engineering
University of Oklahoma
Bachelor of Accountancy, Accounting & Finance
Paul Heckman's Credit Suisse Experience March 2004 - October 2007
Job Director Credit Operation at ZAIS Group, LLC.
Industry Financial Services
Experience
First Choice Loan Services, Inc. January 2015 - Present
ZAIS Group, LLC. May 2014 - December 2014
First Choice Loan Services February 2012 - April 2014
First Hope Mortgages, Inc. a Wholly Owned Subsidiary of First Hope Bank 2008 - October 2012
Credit Suisse March 2004 - October 2007
Credit Suisse Financial Corp - Fixed Income Division 2003 - 2007
SIB Mortgage Corp 1996 - 2003
Education
University of Minnesota-Twin Cities 1979 — 1983
First Choice Loan Services, Inc. January 2015 - Present
ZAIS Group, LLC. May 2014 - December 2014
First Choice Loan Services February 2012 - April 2014
First Hope Mortgages, Inc. a Wholly Owned Subsidiary of First Hope Bank 2008 - October 2012
Credit Suisse March 2004 - October 2007
Credit Suisse Financial Corp - Fixed Income Division 2003 - 2007
SIB Mortgage Corp 1996 - 2003
Education
University of Minnesota-Twin Cities 1979 — 1983
Steve Linden's Credit Suisse Experience July 2000 - July 2002
Job Principal, Rockbridge Growth Equity
Industry Investment Management
Experience
RapidAdvance August 2013 - Present
Rockbridge Growth Equity, Llc July 2007 - Present
Triad Retail Media December 2012 - Present
Connect America December 2010 - Present
Protect America January 2009 - Present
Northcentral University December 2008 - Present
Ready Financial Group November 2010 - November 2011
Credit Suisse July 2000 - July 2002
Skills
LBO, Private Equity, Leveraged Finance, Financial Modeling, Venture Capital, M&A experience, Mergers, Investment Banking, Valuation, Business Valuation, Due Diligence, Capital Raising, DCF, Buyouts, IPO, Divestitures, Financial Structuring, Start-ups, Alternative Investments, Mergers & Acquisitions, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
RapidAdvance August 2013 - Present
Rockbridge Growth Equity, Llc July 2007 - Present
Triad Retail Media December 2012 - Present
Connect America December 2010 - Present
Protect America January 2009 - Present
Northcentral University December 2008 - Present
Ready Financial Group November 2010 - November 2011
Credit Suisse July 2000 - July 2002
Skills
LBO, Private Equity, Leveraged Finance, Financial Modeling, Venture Capital, M&A experience, Mergers, Investment Banking, Valuation, Business Valuation, Due Diligence, Capital Raising, DCF, Buyouts, IPO, Divestitures, Financial Structuring, Start-ups, Alternative Investments, Mergers & Acquisitions, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Michael Josephs's Credit Suisse Experience 2004 - 2007
Job EVP at Townsquare Media
Industry Entertainment
Experience
Townsquare Media July 2015 - Present
Townsquare Media March 2013 - Present
MESA Securities 2008 - February 2013
Credit Suisse 2004 - 2007
Merrill Lynch 1997 - 2004
Skills
Leveraged Finance, Investment Banking, LBO, Debt, Capital Markets, Private Equity, Venture Capital, M&A experience
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
Bachelor of Business Administration (BBA), Finance
Townsquare Media July 2015 - Present
Townsquare Media March 2013 - Present
MESA Securities 2008 - February 2013
Credit Suisse 2004 - 2007
Merrill Lynch 1997 - 2004
Skills
Leveraged Finance, Investment Banking, LBO, Debt, Capital Markets, Private Equity, Venture Capital, M&A experience
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
Bachelor of Business Administration (BBA), Finance
John Weyrens's Credit Suisse Experience 1998 - 2006
Job Private Investor
Industry Investment Management
Experience
Independent Investor August 2012 - Present
Credit Agricole CIB May 2010 - July 2012
Locke Partners April 2007 - May 2010
Credit Suisse 1998 - 2006
Skills
Series 7, Trading, Hedge Funds, Equities, Wealth Management, Asset Management, Asset Managment, Financial Services, Valuation, Capital Markets, Portfolio Management, Investments, Securities, Alternative Investments, Fixed Income, Derivatives, Investment Banking
Education
University of Minnesota-Twin Cities 1990 — 1995
B.E.D., Architecture
Independent Investor August 2012 - Present
Credit Agricole CIB May 2010 - July 2012
Locke Partners April 2007 - May 2010
Credit Suisse 1998 - 2006
Skills
Series 7, Trading, Hedge Funds, Equities, Wealth Management, Asset Management, Asset Managment, Financial Services, Valuation, Capital Markets, Portfolio Management, Investments, Securities, Alternative Investments, Fixed Income, Derivatives, Investment Banking
Education
University of Minnesota-Twin Cities 1990 — 1995
B.E.D., Architecture
Bobby Uy's Credit Suisse Experience September 2006 - November 2009
Job Vice President at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein November 2009 - Present
Credit Suisse September 2006 - November 2009
Bloomberg Tradebook January 2004 - September 2006
Bloomberg, LP September 1996 - December 2003
Skills
Equities, Electronic Trading, Fixed Income, Options, Portfolio Management, Hedge Funds, Trading System, FX Options, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance and Marketing
University of Michigan 1992 — 1996
BA, Organizational Behaviors
United Nations International School 1988 — 1992
International Baccalaureate
Sanford C. Bernstein November 2009 - Present
Credit Suisse September 2006 - November 2009
Bloomberg Tradebook January 2004 - September 2006
Bloomberg, LP September 1996 - December 2003
Skills
Equities, Electronic Trading, Fixed Income, Options, Portfolio Management, Hedge Funds, Trading System, FX Options, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance and Marketing
University of Michigan 1992 — 1996
BA, Organizational Behaviors
United Nations International School 1988 — 1992
International Baccalaureate
Lena Liu's Credit Suisse Experience January 2011 - Present
Job Managing Director
Industry Financial Services
Experience
Credit Suisse January 2011 - Present
Bank of America August 2004 - September 2010
Credit Suisse First Boston 2000 - 2004
Education
University of Michigan 1986 — 1990
New York University - Leonard N. Stern School of Business
MBA, Economics/Finance/Intnl Business
University of Michigan - Stephen M. Ross School of Business
BBA, Finance/Accounting
Credit Suisse January 2011 - Present
Bank of America August 2004 - September 2010
Credit Suisse First Boston 2000 - 2004
Education
University of Michigan 1986 — 1990
New York University - Leonard N. Stern School of Business
MBA, Economics/Finance/Intnl Business
University of Michigan - Stephen M. Ross School of Business
BBA, Finance/Accounting
Carlos Bigott's Credit Suisse Experience September 2008 - Present
Job Vice President at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse September 2008 - Present
Education
University of Michigan
MBA, Finance and Corporate Strategy
Credit Suisse September 2008 - Present
Education
University of Michigan
MBA, Finance and Corporate Strategy
Aaron Goldstein's Credit Suisse Experience June 2008 - August 2008
Job CFO at Arcadia Services
Industry Hospital & Health Care
Experience
Arcadia Services May 2012 - Present
AMI Holding Corporation July 2009 - April 2012
Credit Suisse June 2008 - August 2008
Northern Trust Global Investments 2004 - 2007
Northern Trust 2004 - 2005
Skills
Fixed Income, Investment Banking, Capital Markets, Valuation, Private Equity, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Bloomberg, Venture Capital, Commodity, Alternative Investments, Bonds
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Accounting and Finance
University of Rochester 2000 — 2004
Bachelor of Arts, Economics
Arcadia Services May 2012 - Present
AMI Holding Corporation July 2009 - April 2012
Credit Suisse June 2008 - August 2008
Northern Trust Global Investments 2004 - 2007
Northern Trust 2004 - 2005
Skills
Fixed Income, Investment Banking, Capital Markets, Valuation, Private Equity, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Bloomberg, Venture Capital, Commodity, Alternative Investments, Bonds
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Accounting and Finance
University of Rochester 2000 — 2004
Bachelor of Arts, Economics
Philip E. Delgado Smith's Credit Suisse Experience September 2011 - Present
Job Global Financial Crimes Compliance Risk & Controls Head at Credit Suisse
Industry Financial Services
Experience
Financial Action Task Force (FATF) 2015 - Present
Credit Suisse September 2011 - Present
University of Michigan Law School Human Trafficking Clinic 2010 - 2011
Department of Treasury 2010 - 2010
Financial Action Task Force (FATF) 2010 - 2010
Credit Suisse 2009 - 2009
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2005 - 2008
Senator Hillary Rodham Clinton 2005 - 2005
Skills
Compliance, AML, Legal Research, Legal Writing, Writing, Policy Analysis, Due Diligence, Corporate Governance, Sanctions, Anti-corruption, FCPA, OFAC, Inquiries, Internal Investigations, Risk Assessment, UK Bribery Act, PEP, USA PATRIOT Act, Bank Secrecy Act, Anti-fraud, Sanction, Anti Money Laundering, Fraud, Financial Regulation, KYC, Litigation, Investigation, Policy, Legal Compliance, Privacy Law, Deals, Negotiation
Education
University of Michigan Law School 2008 — 2011
J.D., Law
Williams College 2001 — 2005
B.A., Art, Sociology
Financial Action Task Force (FATF) 2015 - Present
Credit Suisse September 2011 - Present
University of Michigan Law School Human Trafficking Clinic 2010 - 2011
Department of Treasury 2010 - 2010
Financial Action Task Force (FATF) 2010 - 2010
Credit Suisse 2009 - 2009
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2005 - 2008
Senator Hillary Rodham Clinton 2005 - 2005
Skills
Compliance, AML, Legal Research, Legal Writing, Writing, Policy Analysis, Due Diligence, Corporate Governance, Sanctions, Anti-corruption, FCPA, OFAC, Inquiries, Internal Investigations, Risk Assessment, UK Bribery Act, PEP, USA PATRIOT Act, Bank Secrecy Act, Anti-fraud, Sanction, Anti Money Laundering, Fraud, Financial Regulation, KYC, Litigation, Investigation, Policy, Legal Compliance, Privacy Law, Deals, Negotiation
Education
University of Michigan Law School 2008 — 2011
J.D., Law
Williams College 2001 — 2005
B.A., Art, Sociology
Thomas Dickason's Credit Suisse Experience 2007 - 2010
Job Senior Developer MBS Analytics at Chase
Industry Financial Services
Experience
Princeton Information Senior Developer - MBS AnalyticsJP MorganChaseJuly 2014 - Present
Credit Suisse 2007 - 2010
Deutsche Asset Management 2007 - 2008
Citigroup 2004 - 2005
Neuberger Berman 1995 - 1996
UBS 1994 - 1995
Skills
Equities, Investment Banking, Project Management, Program Management, SDLC
Education
University of Michigan 1900 — 1900
Princeton Information Senior Developer - MBS AnalyticsJP MorganChaseJuly 2014 - Present
Credit Suisse 2007 - 2010
Deutsche Asset Management 2007 - 2008
Citigroup 2004 - 2005
Neuberger Berman 1995 - 1996
UBS 1994 - 1995
Skills
Equities, Investment Banking, Project Management, Program Management, SDLC
Education
University of Michigan 1900 — 1900
Robert Horowitz's Credit Suisse Experience 2001 - 2008
Job Managing Director at Guggenheim Partners
Industry Music
Experience
Guggenheim Partners July 2010 - Present
Primary Wave Music Publishing April 2008 - July 2010
Credit Suisse 2001 - 2008
Royal Bank of Scotland 1999 - 2001
RBS Greenwich Capital 1995 - 1999
Oppenheimer & Co. 1993 - 1995
Nat West 1991 - 1993
Education
University of Michigan 1987 — 1991
University of Michigan 1987 — 1991
Guggenheim Partners July 2010 - Present
Primary Wave Music Publishing April 2008 - July 2010
Credit Suisse 2001 - 2008
Royal Bank of Scotland 1999 - 2001
RBS Greenwich Capital 1995 - 1999
Oppenheimer & Co. 1993 - 1995
Nat West 1991 - 1993
Education
University of Michigan 1987 — 1991
University of Michigan 1987 — 1991
Jarret Turbin's Credit Suisse Experience 2005 - 2007
Job Senior Financial Analyst at Navman Wireless
Industry Information Technology and Services
Experience
Navman Wireless USA 2015 - Present
Latisys 2013 - 2015
BR Media 2009 - 2013
Bengal Capital 2008 - 2009
TLP Trading 2007 - 2008
Credit Suisse 2005 - 2007
Skills
Financial Modeling, Corporate Finance, Valuation, Bloomberg, Equities, LBO, Financial Forecasting, Investments, Capital Markets, Fixed Income, Hedge Funds, Equity Research, DCF, Derivatives, Alternative Investments, Leveraged Finance, Capital IQ, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Navman Wireless USA 2015 - Present
Latisys 2013 - 2015
BR Media 2009 - 2013
Bengal Capital 2008 - 2009
TLP Trading 2007 - 2008
Credit Suisse 2005 - 2007
Skills
Financial Modeling, Corporate Finance, Valuation, Bloomberg, Equities, LBO, Financial Forecasting, Investments, Capital Markets, Fixed Income, Hedge Funds, Equity Research, DCF, Derivatives, Alternative Investments, Leveraged Finance, Capital IQ, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Devin Anderson White's Credit Suisse Experience August 2005 - August 2006
Job Chief Financial Officer at Association of Corporate Counsel
Industry Financial Services
Experience
Association of Corporate Counsel February 2015 - Present
Booz Allen Hamilton March 2008 - July 2013
Alvarez and Marsal October 2008 - September 2009
Fannie Mae August 2006 - March 2008
Credit Suisse August 2005 - August 2006
Skills
Management, Management Consulting, Consulting, Strategy, Strategic Planning, Program Management, Analysis, Business Strategy, Financial Modeling, Finance
Education
The University of Chicago 2001 — 2003
MBA, Finance and Accounting
University of Michigan 1992 — 1996
B.A, History
UofD Jesuit
Association of Corporate Counsel February 2015 - Present
Booz Allen Hamilton March 2008 - July 2013
Alvarez and Marsal October 2008 - September 2009
Fannie Mae August 2006 - March 2008
Credit Suisse August 2005 - August 2006
Skills
Management, Management Consulting, Consulting, Strategy, Strategic Planning, Program Management, Analysis, Business Strategy, Financial Modeling, Finance
Education
The University of Chicago 2001 — 2003
MBA, Finance and Accounting
University of Michigan 1992 — 1996
B.A, History
UofD Jesuit
Evan Ericson's Credit Suisse Experience June 2006 - July 2008
Job Analyst at Citadel Investment Group
Industry Investment Management
Experience
Citadel Investment Group July 2010 - Present
Catterton Partners July 2008 - June 2010
Credit Suisse June 2006 - July 2008
Credit Suisse May 2005 - July 2005
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Venture Capital, Due Diligence, Investments, Corporate Finance, Mergers, Financial Analysis, Corporate Development, M&A experience, Consumer Products, Business Strategy, LBO, Entrepreneurship, Acquisition Integration, Special Situations, High Yield, Equity Research
Education
University of Missouri-Columbia 2002 — 2006
BA, Economics
University of Missouri-Columbia, College of Business 2002 — 2006
BSBA, Finance
Citadel Investment Group July 2010 - Present
Catterton Partners July 2008 - June 2010
Credit Suisse June 2006 - July 2008
Credit Suisse May 2005 - July 2005
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Venture Capital, Due Diligence, Investments, Corporate Finance, Mergers, Financial Analysis, Corporate Development, M&A experience, Consumer Products, Business Strategy, LBO, Entrepreneurship, Acquisition Integration, Special Situations, High Yield, Equity Research
Education
University of Missouri-Columbia 2002 — 2006
BA, Economics
University of Missouri-Columbia, College of Business 2002 — 2006
BSBA, Finance
Eric Lane's Credit Suisse Experience November 2014 - Present
Job M&A Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse November 2014 - Present
Loop Capital Markets February 2013 - October 2014
Loop Capital Markets September 2009 - February 2013
DLA Piper May 2006 - August 2008
Ethicon Endo-Surgery March 2008 - May 2008
Duke University Medical Center September 2002 - May 2005
Skills
Financial Modeling, Investment Banking, Intellectual Property, Valuation, Mergers, Company Acquisitions, Capital Markets, Utility Industry, Energy Industry, PowerPlant, Private Placements, PowerPoint, Excel, Patents
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2008
MBA, Finance and Entrepreneurial Studies
University of Michigan Law School 2005 — 2008
Doctor of Law (J.D.)
Duke University 1999 — 2003
BA, Double Majors in Chemistry and Cultural Anthropology
Credit Suisse November 2014 - Present
Loop Capital Markets February 2013 - October 2014
Loop Capital Markets September 2009 - February 2013
DLA Piper May 2006 - August 2008
Ethicon Endo-Surgery March 2008 - May 2008
Duke University Medical Center September 2002 - May 2005
Skills
Financial Modeling, Investment Banking, Intellectual Property, Valuation, Mergers, Company Acquisitions, Capital Markets, Utility Industry, Energy Industry, PowerPlant, Private Placements, PowerPoint, Excel, Patents
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2008
MBA, Finance and Entrepreneurial Studies
University of Michigan Law School 2005 — 2008
Doctor of Law (J.D.)
Duke University 1999 — 2003
BA, Double Majors in Chemistry and Cultural Anthropology
Mark Connelly's Credit Suisse Experience April 2007 - December 2008
Job Chief Information Security Officer
Industry Financial Services
Experience
Thomson Reuters February 2012 - Present
ITT August 2009 - February 2012
Credit Suisse April 2007 - December 2008
Sun Microsystems January 2005 - April 2007
Sun Microsystems 2004 - 2005
Sun Microsystems 1998 - 2004
Sun Microsystems 1988 - 1998
Bell Labs 1981 - 1988
Skills
Security, Information Security, Vendor Management, Program Management, IT Management, Strategy, Disaster Recovery, CISSP, Integration, Outsourcing, Risk Management, COBIT, Governance, Information Technology, Business Continuity, Computer Security, Management, Leadership, Team Building, Information Security..., IT Service Management, Infrastructure, IT Strategy, Business Process, Collaboration, Strategic Planning
Education
Washington University in St. Louis 1978 — 1981
MS, Electrical Engineering
University of Missouri-Columbia 1972 — 1974
MA, Microbiology
Washington University in St. Louis 1967 — 1971
BA, Biology
Thomson Reuters February 2012 - Present
ITT August 2009 - February 2012
Credit Suisse April 2007 - December 2008
Sun Microsystems January 2005 - April 2007
Sun Microsystems 2004 - 2005
Sun Microsystems 1998 - 2004
Sun Microsystems 1988 - 1998
Bell Labs 1981 - 1988
Skills
Security, Information Security, Vendor Management, Program Management, IT Management, Strategy, Disaster Recovery, CISSP, Integration, Outsourcing, Risk Management, COBIT, Governance, Information Technology, Business Continuity, Computer Security, Management, Leadership, Team Building, Information Security..., IT Service Management, Infrastructure, IT Strategy, Business Process, Collaboration, Strategic Planning
Education
Washington University in St. Louis 1978 — 1981
MS, Electrical Engineering
University of Missouri-Columbia 1972 — 1974
MA, Microbiology
Washington University in St. Louis 1967 — 1971
BA, Biology
Tracy Dennis's Credit Suisse Experience 2007 - 2012
Job Managing Director at Hunt Mortgage Group
Industry Real Estate
Experience
Hunt Mortgage Group February 2015 - Present
First American Title October 2012 - January 2015
Credit Suisse 2007 - 2012
Mayo Crowe LLC 2004 - 2007
Brown Raysman Millstein Felder & Steiner 2003 - 2004
Skills
Real Estate Finance, CMBS
Education
University of Michigan
Hunt Mortgage Group February 2015 - Present
First American Title October 2012 - January 2015
Credit Suisse 2007 - 2012
Mayo Crowe LLC 2004 - 2007
Brown Raysman Millstein Felder & Steiner 2003 - 2004
Skills
Real Estate Finance, CMBS
Education
University of Michigan
Danielle Wieder's Credit Suisse Experience 2008 - 2009
Job Business to Consumer Marketing Senior Manager, North America at Starwood Hotels & Resorts Worldwide, Inc.
Industry Hospitality
Experience
Starwood Hotels & Resorts Worldwide, Inc. October 2012 - Present
Starwood Hotels & Resorts Worldwide, Inc. July 2011 - October 2012
Starwood Hotels & Resorts Worldwide, Inc. December 2009 - June 2011
Credit Suisse 2008 - 2009
Skills
Hospitality, Brand Development, Public Relations, Retail, Social Media Marketing, Marketing, Email Marketing, Social Media, Marketing Strategy, Online Marketing, Strategic Planning, Marketing Communications, Event Management, Event Planning, Integrated Marketing, Online Advertising, Management
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA)
Starwood Hotels & Resorts Worldwide, Inc. October 2012 - Present
Starwood Hotels & Resorts Worldwide, Inc. July 2011 - October 2012
Starwood Hotels & Resorts Worldwide, Inc. December 2009 - June 2011
Credit Suisse 2008 - 2009
Skills
Hospitality, Brand Development, Public Relations, Retail, Social Media Marketing, Marketing, Email Marketing, Social Media, Marketing Strategy, Online Marketing, Strategic Planning, Marketing Communications, Event Management, Event Planning, Integrated Marketing, Online Advertising, Management
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA)
Matt Chain's Credit Suisse Experience June 2008 - August 2008
Job Associate at Milbank, Tweed, Hadley & McCloy LLP
Industry Law Practice
Experience
Milbank, Tweed, Hadley & McCloy LLP February 2015 - Present
Stubbs Alderton & Markiles, LLP July 2014 - January 2015
Milbank, Tweed, Hadley & McCloy LLP January 2011 - July 2014
Milbank, Tweed, Hadley & McCloy LLP June 2009 - August 2009
Credit Suisse June 2008 - August 2008
International Securities Exchange June 2003 - May 2007
Skills
Private Placements, Capital Markets, Private Equity, Securities, Mergers & Acquisitions, Due Diligence, Corporate Governance, Securities Regulation, Corporate Law
Education
University of Michigan Law School 2007 — 2009
New York University - Leonard N. Stern School of Business 2001 — 2005
BS, Finance/Marketing
Milbank, Tweed, Hadley & McCloy LLP February 2015 - Present
Stubbs Alderton & Markiles, LLP July 2014 - January 2015
Milbank, Tweed, Hadley & McCloy LLP January 2011 - July 2014
Milbank, Tweed, Hadley & McCloy LLP June 2009 - August 2009
Credit Suisse June 2008 - August 2008
International Securities Exchange June 2003 - May 2007
Skills
Private Placements, Capital Markets, Private Equity, Securities, Mergers & Acquisitions, Due Diligence, Corporate Governance, Securities Regulation, Corporate Law
Education
University of Michigan Law School 2007 — 2009
New York University - Leonard N. Stern School of Business 2001 — 2005
BS, Finance/Marketing
Joseph Giles's Credit Suisse Experience April 2006 - May 2010
Job Chief Operating Officer at Athletico Physical Therapy
Industry Medical Practice
Experience
Athletico August 2014 - Present
Vista Equity Partners July 2013 - July 2014
Barclays Investment Bank June 2010 - July 2013
Credit Suisse April 2006 - May 2010
Goldman Sachs April 2004 - March 2006
Citigroup June 2001 - March 2004
Skills
Investments, Investment Banking, Mergers, Hedge Funds, Equities, Mergers & Acquisitions, Strategy, Structured Finance, DCF, LBO, Analysis, Finance, Private Equity, Valuation, Capital Markets, Corporate Finance, Credit, Bloomberg, Corporate Development, Due Diligence, Financial Structuring, Fixed Income, M&A experience, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2001
MBA, Finance
University of Michigan Law School 1998 — 2001
Doctor of Law (J.D.)
University of Michigan - Stephen M. Ross School of Business 1992 — 1996
BBA, Accounting
Athletico August 2014 - Present
Vista Equity Partners July 2013 - July 2014
Barclays Investment Bank June 2010 - July 2013
Credit Suisse April 2006 - May 2010
Goldman Sachs April 2004 - March 2006
Citigroup June 2001 - March 2004
Skills
Investments, Investment Banking, Mergers, Hedge Funds, Equities, Mergers & Acquisitions, Strategy, Structured Finance, DCF, LBO, Analysis, Finance, Private Equity, Valuation, Capital Markets, Corporate Finance, Credit, Bloomberg, Corporate Development, Due Diligence, Financial Structuring, Fixed Income, M&A experience, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2001
MBA, Finance
University of Michigan Law School 1998 — 2001
Doctor of Law (J.D.)
University of Michigan - Stephen M. Ross School of Business 1992 — 1996
BBA, Accounting
Andrew Carolus's Credit Suisse Experience July 2004 - 2006
Job Managing Director at Mesirow Financial
Industry Investment Banking
Experience
Mesirow Financial August 2010 - Present
BMO Capital Markets November 2006 - 2010
Credit Suisse July 2004 - 2006
UBS Investment Bank 2000 - 2004
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, LBO, Valuation, Corporate Finance, Corporate Development, M&A experience, Mergers, Leveraged Finance, Equities, Due Diligence, Venture Capital, Private Placements, Financial Analysis, Investments, Financial Structuring, Asset Managment, Business Valuation
Education
University of Michigan Business School
Master of Business Administration (M.B.A.), Finance
University of Michigan
Bachelor of Science (B.S.), Aerospace Engineering
Mesirow Financial August 2010 - Present
BMO Capital Markets November 2006 - 2010
Credit Suisse July 2004 - 2006
UBS Investment Bank 2000 - 2004
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, LBO, Valuation, Corporate Finance, Corporate Development, M&A experience, Mergers, Leveraged Finance, Equities, Due Diligence, Venture Capital, Private Placements, Financial Analysis, Investments, Financial Structuring, Asset Managment, Business Valuation
Education
University of Michigan Business School
Master of Business Administration (M.B.A.), Finance
University of Michigan
Bachelor of Science (B.S.), Aerospace Engineering
Rachel Lewis's Credit Suisse Experience January 2010 - August 2011
Job Sector Executive Officer (Industrials) Point72
Industry Financial Services
Experience
Point72 Asset Management, L.P. December 2014 - Present
SAC Capital August 2011 - December 2014
Credit Suisse January 2010 - August 2011
BlackRock June 2009 - December 2009
Ross School of Business Office of Career Development August 2007 - May 2009
Credit Suisse June 2008 - August 2008
Ross BBA Student Government August 2007 - May 2008
Metropolitan Life Insurance Company June 2007 - August 2007
Jones Apparel Group June 2006 - August 2006
Skills
Competitive Analysis, Finance, Equities, Marketing, Research, Strategy, Portfolio Management, Valuation, Derivatives, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Point72 Asset Management, L.P. December 2014 - Present
SAC Capital August 2011 - December 2014
Credit Suisse January 2010 - August 2011
BlackRock June 2009 - December 2009
Ross School of Business Office of Career Development August 2007 - May 2009
Credit Suisse June 2008 - August 2008
Ross BBA Student Government August 2007 - May 2008
Metropolitan Life Insurance Company June 2007 - August 2007
Jones Apparel Group June 2006 - August 2006
Skills
Competitive Analysis, Finance, Equities, Marketing, Research, Strategy, Portfolio Management, Valuation, Derivatives, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Scott Jorgensen's Credit Suisse Experience July 2000 - January 2002
Job Partner, Strathspey Crown LLC
Industry Financial Services
Experience
Strathspey Crown LLC May 2012 - Present
Johnson & Johnson August 2010 - May 2012
Jorgensen Ventures September 2009 - August 2010
Allergan October 2006 - August 2009
BIOLASE April 2004 - October 2006
Needham & Company January 2002 - April 2004
Credit Suisse July 2000 - January 2002
Cigna Investment Management May 1999 - August 1999
Skills
Business Development, Business Strategy, Competitive Analysis, Corporate Development, Financial Analysis, Financial Modeling, Investment Banking, M, Marketing, Mergers, New Business Development, Portfolio Management, Product Launch, Sales Operations, Strategic Planning, Strategy, Valuation, Venture Capital, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Strathspey Crown LLC May 2012 - Present
Johnson & Johnson August 2010 - May 2012
Jorgensen Ventures September 2009 - August 2010
Allergan October 2006 - August 2009
BIOLASE April 2004 - October 2006
Needham & Company January 2002 - April 2004
Credit Suisse July 2000 - January 2002
Cigna Investment Management May 1999 - August 1999
Skills
Business Development, Business Strategy, Competitive Analysis, Corporate Development, Financial Analysis, Financial Modeling, Investment Banking, M, Marketing, Mergers, New Business Development, Portfolio Management, Product Launch, Sales Operations, Strategic Planning, Strategy, Valuation, Venture Capital, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Van Martin's Credit Suisse Experience August 2009 - October 2009
Job Vice President at Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management June 2014 - Present
Sterne Agee January 2012 - March 2014
Sterne Agee October 2009 - February 2012
Credit Suisse August 2009 - October 2009
Kahr Real Estate Group May 2009 - August 2009
Wellspring Management, LLC June 2008 - August 2008
Strategic Financial Partners - MetLife Financial June 2007 - August 2007
Skills
Series 7, Series 63, Securities, Equities, Product Marketing, Equity Sales, Equity Capital Markets, Equity Research, Hedge Funds, Bloomberg, Product Management, Alternative Investments, Capital Markets, Finance, FINRA
Education
University of Mississippi - School of Business Administration 2004 — 2009
Bachelor's Degree, Managerial Finance & Banking
Silvercrest Asset Management June 2014 - Present
Sterne Agee January 2012 - March 2014
Sterne Agee October 2009 - February 2012
Credit Suisse August 2009 - October 2009
Kahr Real Estate Group May 2009 - August 2009
Wellspring Management, LLC June 2008 - August 2008
Strategic Financial Partners - MetLife Financial June 2007 - August 2007
Skills
Series 7, Series 63, Securities, Equities, Product Marketing, Equity Sales, Equity Capital Markets, Equity Research, Hedge Funds, Bloomberg, Product Management, Alternative Investments, Capital Markets, Finance, FINRA
Education
University of Mississippi - School of Business Administration 2004 — 2009
Bachelor's Degree, Managerial Finance & Banking
Beth Danilek's Credit Suisse Experience August 2010 - Present
Job Director Client Onboarding Americas at Credit Suisse
Industry Banking
Experience
Credit Suisse August 2010 - Present
Credit Suisse September 1985 - December 2008
Skills
Capital Markets, Investment Banking, Bloomberg, Equities, Derivatives, Hedge Funds, Credit Derivatives, Fixed Income, Sales, FX Options, Structured Products, Financial Markets, Equity Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
BBA, Finance and Accounting
Credit Suisse August 2010 - Present
Credit Suisse September 1985 - December 2008
Skills
Capital Markets, Investment Banking, Bloomberg, Equities, Derivatives, Hedge Funds, Credit Derivatives, Fixed Income, Sales, FX Options, Structured Products, Financial Markets, Equity Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
BBA, Finance and Accounting
Daniel Kulick's Credit Suisse Experience June 2008 - August 2008
Job Manager at ZS Associates
Industry Pharmaceuticals
Experience
ZS Associates July 2015 - Present
ZS Associates July 2013 - June 2015
ZS Associates July 2011 - June 2013
ZS Associates July 2009 - June 2011
Credit Suisse June 2008 - August 2008
Mike Albert Leasing June 2007 - August 2007
Skills
Consulting Experience, Management Consulting, Market Entry, Analytics, Primary Research, Survey Design, Market Research, Consumer Insights, Business Strategy, Strategic Consulting, Secondary Research
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Bachelors of Business Administration, Marketing
ZS Associates July 2015 - Present
ZS Associates July 2013 - June 2015
ZS Associates July 2011 - June 2013
ZS Associates July 2009 - June 2011
Credit Suisse June 2008 - August 2008
Mike Albert Leasing June 2007 - August 2007
Skills
Consulting Experience, Management Consulting, Market Entry, Analytics, Primary Research, Survey Design, Market Research, Consumer Insights, Business Strategy, Strategic Consulting, Secondary Research
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Bachelors of Business Administration, Marketing
Brett Forrest's Credit Suisse Experience August 2014 - March 2015
Job Associate at PJT Partners
Industry Financial Services
Experience
PJT Partners March 2015 - Present
The Blackstone Group March 2015 - Present
Credit Suisse August 2014 - March 2015
Petsky Prunier LLC June 2013 - August 2014
Petsky Prunier LLC May 2011 - June 2013
BCMS Capital Advisors September 2009 - May 2011
Skills
Investment Banking, Valuation, Corporate Development, Entrepreneurship, Venture Capital, Financial Modeling, M&A experience, Corporate Finance, Private Equity, LBO, Mergers & Acquisitions, Financial Analysis, Due Diligence, Capital IQ, Finance, Investments
Education
University of Michigan
Bachelor of Business Administration, Finance
University of Michigan - Stephen M. Ross School of Business
BBA, Finance
Stuyvesant High School
PJT Partners March 2015 - Present
The Blackstone Group March 2015 - Present
Credit Suisse August 2014 - March 2015
Petsky Prunier LLC June 2013 - August 2014
Petsky Prunier LLC May 2011 - June 2013
BCMS Capital Advisors September 2009 - May 2011
Skills
Investment Banking, Valuation, Corporate Development, Entrepreneurship, Venture Capital, Financial Modeling, M&A experience, Corporate Finance, Private Equity, LBO, Mergers & Acquisitions, Financial Analysis, Due Diligence, Capital IQ, Finance, Investments
Education
University of Michigan
Bachelor of Business Administration, Finance
University of Michigan - Stephen M. Ross School of Business
BBA, Finance
Stuyvesant High School
Sam de Toledo's Credit Suisse Experience June 2012 - March 2013
Job Sr Manager, Business Analytics at Equinox
Industry Health, Wellness and Fitness
Experience
Equinox May 2015 - Present
Equinox April 2014 - April 2015
Equinox April 2013 - March 2014
Credit Suisse June 2012 - March 2013
Credit Suisse July 2010 - May 2012
Credit Suisse June 2009 - August 2009
Skills
Leveraged Finance, Valuation, Mergers, Banking, Economics, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Investments, Finance
Education
University of Michigan 2006 — 2009
Bachelor of Arts with Distinction
Equinox May 2015 - Present
Equinox April 2014 - April 2015
Equinox April 2013 - March 2014
Credit Suisse June 2012 - March 2013
Credit Suisse July 2010 - May 2012
Credit Suisse June 2009 - August 2009
Skills
Leveraged Finance, Valuation, Mergers, Banking, Economics, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Investments, Finance
Education
University of Michigan 2006 — 2009
Bachelor of Arts with Distinction
Martin Rothman's Credit Suisse Experience April 2014 - March 2015
Job Chief of Stuff at MediaLink
Industry Management Consulting
Experience
MediaLink April 2015 - Present
Credit Suisse April 2014 - March 2015
Credit Suisse May 2011 - March 2014
H2GoBlue, LLC August 2009 - May 2011
Meister Seelig & Fein LLP July 2008 - August 2009
Skills
Qualitative &..., Complex Problem Solving, Strategic Thought..., Cross-Functional..., Client Presentations &..., Relationship Building &..., Market Research & Trend..., Cross-functional Team..., Corporate Finance, Entrepreneurship, Forecasting, Thought Leadership, Equities, Financial Analysis, Due Diligence, Business Planning, Marketing Strategy, Research, Investment Banking, Start-ups, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration
Northern Highlands
Northern Highlands
MediaLink April 2015 - Present
Credit Suisse April 2014 - March 2015
Credit Suisse May 2011 - March 2014
H2GoBlue, LLC August 2009 - May 2011
Meister Seelig & Fein LLP July 2008 - August 2009
Skills
Qualitative &..., Complex Problem Solving, Strategic Thought..., Cross-Functional..., Client Presentations &..., Relationship Building &..., Market Research & Trend..., Cross-functional Team..., Corporate Finance, Entrepreneurship, Forecasting, Thought Leadership, Equities, Financial Analysis, Due Diligence, Business Planning, Marketing Strategy, Research, Investment Banking, Start-ups, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration
Northern Highlands
Northern Highlands
John Waldock's Credit Suisse Experience May 2000 - November 2001
Job Director at Lazard
Industry Financial Services
Drew DeMuth's Credit Suisse Experience July 2011 - July 2014
Job Investment Manager at Heritage Group
Industry Financial Services
Experience
Heritage Group July 2014 - Present
Credit Suisse July 2011 - July 2014
Benchmark Assisted Living December 2007 - June 2009
Benchmark Assisted Living August 2006 - December 2007
WNC Mansfield Express August 2004 - April 2006
SC Bayer 05 Uerdingen September 2003 - March 2004
Skills
Financial Analysis, Investment Banking, Financial Modeling, Public Speaking, Large Format, Business Analysis, Leadership, Corporate Finance, College Basketball, Strategy, Investments, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration (MBA), Emphasis in Finance, Graduated with Distinction
Williams College 1999 — 2003
BA, Economics
Heritage Group July 2014 - Present
Credit Suisse July 2011 - July 2014
Benchmark Assisted Living December 2007 - June 2009
Benchmark Assisted Living August 2006 - December 2007
WNC Mansfield Express August 2004 - April 2006
SC Bayer 05 Uerdingen September 2003 - March 2004
Skills
Financial Analysis, Investment Banking, Financial Modeling, Public Speaking, Large Format, Business Analysis, Leadership, Corporate Finance, College Basketball, Strategy, Investments, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration (MBA), Emphasis in Finance, Graduated with Distinction
Williams College 1999 — 2003
BA, Economics
Andrew Fenton's Credit Suisse Experience 2010 - March 2011
Job Senior Vice President at Sorin Capital Management
Industry Investment Management
Experience
Sorin Capital Management January 2014 - Present
Real Estate Management Services Group March 2011 - December 2013
Credit Suisse 2010 - March 2011
Cliffwood Partners LLC April 2008 - January 2009
Four Corners Capital Management July 2006 - April 2008
Raymond James & Associates July 2004 - July 2006
Skills
Portfolio Management, Financial Modeling, Valuation, Equity Research, Equities
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor, Business Administration
Sorin Capital Management January 2014 - Present
Real Estate Management Services Group March 2011 - December 2013
Credit Suisse 2010 - March 2011
Cliffwood Partners LLC April 2008 - January 2009
Four Corners Capital Management July 2006 - April 2008
Raymond James & Associates July 2004 - July 2006
Skills
Portfolio Management, Financial Modeling, Valuation, Equity Research, Equities
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor, Business Administration
David Weston's Credit Suisse Experience July 2006 - November 2007
Job Vice President at North Castle Partners
Industry Venture Capital & Private Equity
Experience
North Castle Partners December 2007 - Present
Credit Suisse July 2006 - November 2007
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance and Accounting
North Castle Partners December 2007 - Present
Credit Suisse July 2006 - November 2007
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance and Accounting
catcher li's Credit Suisse Experience June 2008 - August 2008
Job Senior Software Engineer at Bloomberg LP
Industry Business Supplies and Equipment
Experience
Bloomberg LP June 2009 - Present
Credit Suisse June 2008 - August 2008
GE June 2007 - August 2007
GE April 2002 - July 2005
Skills
Strong compuational..., Great project..., Fixed Income, Electronic Trading, Algorithms, Microsoft Office
Education
University of Michigan 2005 — 2009
Doctor of Philosophy (Ph.D.), Mechanical Engineering, 4.0/4.0
University of Michigan 2006 — 2009
Master's degree, Financial Mathematics, 4.0/4.0
Zhejiang University 1999 — 2002
Master's degree, Mechanical Engineering, 3.8/4.0
Zhejiang University 1995 — 1999
Bachelor's degree, Mechanical Engineering, 3.8/4.0
Bloomberg LP June 2009 - Present
Credit Suisse June 2008 - August 2008
GE June 2007 - August 2007
GE April 2002 - July 2005
Skills
Strong compuational..., Great project..., Fixed Income, Electronic Trading, Algorithms, Microsoft Office
Education
University of Michigan 2005 — 2009
Doctor of Philosophy (Ph.D.), Mechanical Engineering, 4.0/4.0
University of Michigan 2006 — 2009
Master's degree, Financial Mathematics, 4.0/4.0
Zhejiang University 1999 — 2002
Master's degree, Mechanical Engineering, 3.8/4.0
Zhejiang University 1995 — 1999
Bachelor's degree, Mechanical Engineering, 3.8/4.0
Dmitry Bulkin's Credit Suisse Experience April 2003 - Present
Job Managing Director, Head of Liquidity Strategy at Credit Suisse, US Equity Trading
Industry Banking
Experience
Credit Suisse April 2003 - Present
Kiodex April 2000 - April 2003
Credit Suisse First Boston May 1996 - April 2000
Skills
Algorithmic Trading in..., Equties Markets..., Electronic Trading, Equities, Equity Trading, Trading Systems, Market Data, Trading System, Fixed Income, Trading, Capital Markets, Strategy, Hedge Funds, Financial Markets, Software Development
Education
University of Minnesota-Twin Cities 1994 — 1996
BSc
Kiev Math High School #145 1986 — 1989
Credit Suisse April 2003 - Present
Kiodex April 2000 - April 2003
Credit Suisse First Boston May 1996 - April 2000
Skills
Algorithmic Trading in..., Equties Markets..., Electronic Trading, Equities, Equity Trading, Trading Systems, Market Data, Trading System, Fixed Income, Trading, Capital Markets, Strategy, Hedge Funds, Financial Markets, Software Development
Education
University of Minnesota-Twin Cities 1994 — 1996
BSc
Kiev Math High School #145 1986 — 1989
Selina Li's Credit Suisse Experience 2015 - Present
Job AVP at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2015 - Present
Morgan Stanley 2012 - 2015
The Walt Disney Company/ESPN 2010 - 2012
Opus 2008 - 2008
University of Minnesota 2007 - 2008
Education
University of Minnesota - Carlson School of Management 2006 — 2008
Master of Business Taxation
Credit Suisse 2015 - Present
Morgan Stanley 2012 - 2015
The Walt Disney Company/ESPN 2010 - 2012
Opus 2008 - 2008
University of Minnesota 2007 - 2008
Education
University of Minnesota - Carlson School of Management 2006 — 2008
Master of Business Taxation
Justin Heller, CIRA's Credit Suisse Experience May 2007 - August 2007
Job Vice President at Angelo Gordon
Industry Real Estate
Experience
Angelo, Gordon & Co. February 2011 - Present
FTI Consulting, Inc. June 2008 - January 2011
Credit Suisse May 2007 - August 2007
Skills
Restructuring, Real Estate, Portfolio Management, Bankruptcy, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor, Business Administration
Angelo, Gordon & Co. February 2011 - Present
FTI Consulting, Inc. June 2008 - January 2011
Credit Suisse May 2007 - August 2007
Skills
Restructuring, Real Estate, Portfolio Management, Bankruptcy, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor, Business Administration
Charles Cho's Credit Suisse Experience June 2010 - August 2010
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2013 - Present
Moelis & Company July 2011 - June 2013
Credit Suisse June 2010 - August 2010
Telemus Capital Partners July 2009 - September 2009
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance
Moelis & Company July 2013 - Present
Moelis & Company July 2011 - June 2013
Credit Suisse June 2010 - August 2010
Telemus Capital Partners July 2009 - September 2009
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance
Jeffrey Perlman's Credit Suisse Experience 2005 - 2006
Job Managing Director at Warburg Pincus LLC
Industry Venture Capital & Private Equity
Experience
Warburg Pincus LLC September 2006 - Present
Credit Suisse 2005 - 2006
Education
University of Michigan - Stephen M. Ross School of Business
BBA
Warburg Pincus LLC September 2006 - Present
Credit Suisse 2005 - 2006
Education
University of Michigan - Stephen M. Ross School of Business
BBA
Amber Dawkins's Credit Suisse Experience June 2001 - December 2002
Job Senior Vice President, Citi Global Consumer Bank
Industry Banking
Experience
Citigroup 2013 - Present
Citigroup 2011 - 2013
Citigroup 2009 - 2011
Citigroup 2007 - 2009
ITV Studios (formerly Granada Entertainment) 2004 - 2005
MTV Networks 2003 - 2004
Univision Communications Inc. 2003 - 2003
Credit Suisse June 2001 - December 2002
Skills
Financial Modeling, Cross-functional Team..., Risk Management, Business Strategy, Program Management, Relationship Management, Operations Management, Project Management, Financial Analysis, Management, Budgets, Leadership, Team Building
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, General Management
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA, International Business
Cranbrook Kingswood Upper School 1993 — 1997
SEO Summer Internship
Citigroup 2013 - Present
Citigroup 2011 - 2013
Citigroup 2009 - 2011
Citigroup 2007 - 2009
ITV Studios (formerly Granada Entertainment) 2004 - 2005
MTV Networks 2003 - 2004
Univision Communications Inc. 2003 - 2003
Credit Suisse June 2001 - December 2002
Skills
Financial Modeling, Cross-functional Team..., Risk Management, Business Strategy, Program Management, Relationship Management, Operations Management, Project Management, Financial Analysis, Management, Budgets, Leadership, Team Building
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, General Management
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA, International Business
Cranbrook Kingswood Upper School 1993 — 1997
SEO Summer Internship
John Dabbs's Credit Suisse Experience July 2012 - Present
Job US Head of Listed Derivatives and OTC Clearing
Industry Investment Banking
Experience
Credit Suisse July 2012 - Present
Credit Suisse January 2011 - July 2012
Credit Suisse August 2009 - January 2011
Nomura Securities September 2008 - August 2009
Lehman Brothers December 2006 - September 2008
Lehman Brothers June 2005 - December 2006
Morgan Stanley July 2001 - June 2005
Skills
Prime Brokerage, Electronic Trading, Trading Systems, Derivatives
Education
University of Michigan
BA, Economics
Credit Suisse July 2012 - Present
Credit Suisse January 2011 - July 2012
Credit Suisse August 2009 - January 2011
Nomura Securities September 2008 - August 2009
Lehman Brothers December 2006 - September 2008
Lehman Brothers June 2005 - December 2006
Morgan Stanley July 2001 - June 2005
Skills
Prime Brokerage, Electronic Trading, Trading Systems, Derivatives
Education
University of Michigan
BA, Economics
Michael Melnitzky's Credit Suisse Experience June 2008 - September 2009
Job Vice President at Allen & Company
Industry Investment Banking
Experience
Allen & Company September 2009 - Present
Credit Suisse June 2008 - September 2009
Education
Horace Mann
University of Michigan
University of Michigan - Stephen M. Ross School of Business
Allen & Company September 2009 - Present
Credit Suisse June 2008 - September 2009
Education
Horace Mann
University of Michigan
University of Michigan - Stephen M. Ross School of Business
Jeffrey Klimas's Credit Suisse Experience April 2007 - August 2010
Job Head of Learning Delivery, Americas
Industry Banking
Experience
Standard Chartered Bank February 2015 - Present
Credit Suisse April 2007 - August 2010
Education
University of Michigan
Standard Chartered Bank February 2015 - Present
Credit Suisse April 2007 - August 2010
Education
University of Michigan
Gary Neuser's Credit Suisse Experience Managing DirectorMerrrill Lynch1976 - 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
Credit Suisse Managing DirectorMerrrill Lynch1976 - 2000
Merrill Lynch 1976 - 2000
Skills
Criminal Investigations, International Private..., Equities, Wealth Management, Securities, High Net Worth..., Portfolio Management, Mutual Funds, Private Banking, Investments, Asset Management, Hedge Funds, Derivatives, Investment Advisory, Capital Markets, Asset Allocation, Alternative Investments, Risk Management, Financial Markets, Private Equity, Financial Risk, Fixed Income, Series 7, Emerging Markets, Corporate Finance, Wealth Management..., Investment Banking
Education
University of Michigan 1995 — 1995
Executive Leadership, Business, Management, Marketing, and Related Support Services
Harvard Business School 1993 — 1993
Executive Marketing, Marketing
Eastern Kentucky University 1972 — 1973
Master's degree, Criminal Justice
Villanova University 1968 — 1972
Bachelor of Arts (B.A.), Political Science
Credit Suisse Managing DirectorMerrrill Lynch1976 - 2000
Merrill Lynch 1976 - 2000
Skills
Criminal Investigations, International Private..., Equities, Wealth Management, Securities, High Net Worth..., Portfolio Management, Mutual Funds, Private Banking, Investments, Asset Management, Hedge Funds, Derivatives, Investment Advisory, Capital Markets, Asset Allocation, Alternative Investments, Risk Management, Financial Markets, Private Equity, Financial Risk, Fixed Income, Series 7, Emerging Markets, Corporate Finance, Wealth Management..., Investment Banking
Education
University of Michigan 1995 — 1995
Executive Leadership, Business, Management, Marketing, and Related Support Services
Harvard Business School 1993 — 1993
Executive Marketing, Marketing
Eastern Kentucky University 1972 — 1973
Master's degree, Criminal Justice
Villanova University 1968 — 1972
Bachelor of Arts (B.A.), Political Science
Guy Baron's Credit Suisse Experience 2002 - 2004
Job Partner at Hitchwood Capital
Industry Investment Management
Experience
Hitchwood Capital June 2014 - Present
Scout Capital July 2008 - January 2014
Dune Capital Management 2004 - 2008
Credit Suisse 2002 - 2004
Skills
Equities
Education
University of Michigan
BBA
Hitchwood Capital June 2014 - Present
Scout Capital July 2008 - January 2014
Dune Capital Management 2004 - 2008
Credit Suisse 2002 - 2004
Skills
Equities
Education
University of Michigan
BBA
Dan Seabolt's Credit Suisse Experience July 2007 - Present
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2007 - Present
Goldman Sachs June 1990 - May 2007
Skills
Series 24, Series 7
Education
Columbia Business School 1989 — 1990
MBA, Finance
University of Missouri-Columbia 1982 — 1986
BSBA, Finance
Credit Suisse July 2007 - Present
Goldman Sachs June 1990 - May 2007
Skills
Series 24, Series 7
Education
Columbia Business School 1989 — 1990
MBA, Finance
University of Missouri-Columbia 1982 — 1986
BSBA, Finance
Lloyd Brown, CFA's Credit Suisse Experience September 2003 - March 2009
Job
Industry Investment Management
Experience
Argent Financial Group, Inc. March 2009 - June 2012
Credit Suisse September 2003 - March 2009
Prudential Financial March 1996 - March 2001
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
Mba, Finance
University of Mississippi 1989 — 1993
BBA, Finance
Argent Financial Group, Inc. March 2009 - June 2012
Credit Suisse September 2003 - March 2009
Prudential Financial March 1996 - March 2001
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
Mba, Finance
University of Mississippi 1989 — 1993
BBA, Finance
Patrick Dougan's Credit Suisse Experience Seven Bridges Ice ArenaAdvanced Arenas Inc.August 2010 - January 2012
Job Student at University of MinnesotaTwin Cities
Industry Financial Services
Experience
Credit Suisse Seven Bridges Ice ArenaAdvanced Arenas Inc.August 2010 - January 2012
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Finance and Accounting
University of Minnesota-Twin Cities 2011 — 2015
Credit Suisse Seven Bridges Ice ArenaAdvanced Arenas Inc.August 2010 - January 2012
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Finance and Accounting
University of Minnesota-Twin Cities 2011 — 2015
Ross Seiden's Credit Suisse Experience July 2006 - May 2010
Job Senior Vice President at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management May 2010 - Present
Credit Suisse July 2006 - May 2010
Skills
Equities, Equity Research, Financial Modeling, Valuation, Capital Markets, Bloomberg, Investments, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Accounting and Finance
Lazard Asset Management May 2010 - Present
Credit Suisse July 2006 - May 2010
Skills
Equities, Equity Research, Financial Modeling, Valuation, Capital Markets, Bloomberg, Investments, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Accounting and Finance
Kevin Rozanski's Credit Suisse Experience July 2009 - November 2013
Job Corporate Finance at Globe Specialty Metals
Industry Mining & Metals
Experience
Globe Specialty Metals November 2013 - Present
Credit Suisse July 2009 - November 2013
Centerline Capital Group (F/K/A Related Capital Company) March 2001 - June 2007
Skills
Valuation, Real Estate Economics, Financial Modeling, Capital Markets, Investment Banking, Due Diligence, Asset Management, Corporate Finance, Private Equity, Equities, Financial Planning, Bloomberg, Portfolio Management, Fixed Income, Management, Strategic Financial..., Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
Master of Business Administration (MBA), Finance, Graduated with Distinction
Boston College 1997 — 2000
Bachelor of Science (B.S.), Finance, Graduated Cum Laude
Globe Specialty Metals November 2013 - Present
Credit Suisse July 2009 - November 2013
Centerline Capital Group (F/K/A Related Capital Company) March 2001 - June 2007
Skills
Valuation, Real Estate Economics, Financial Modeling, Capital Markets, Investment Banking, Due Diligence, Asset Management, Corporate Finance, Private Equity, Equities, Financial Planning, Bloomberg, Portfolio Management, Fixed Income, Management, Strategic Financial..., Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
Master of Business Administration (MBA), Finance, Graduated with Distinction
Boston College 1997 — 2000
Bachelor of Science (B.S.), Finance, Graduated Cum Laude
Adam Jacob's Credit Suisse Experience June 2008 - July 2010
Job Investment & Management at Mountainview Properties, Inc.
Industry Real Estate
Experience
Mountainview Properties, Inc. May 2012 - Present
Credit Suisse June 2008 - July 2010
Credit Suisse June 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA)
Mountainview Properties, Inc. May 2012 - Present
Credit Suisse June 2008 - July 2010
Credit Suisse June 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.