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
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Inc. November 2013 - July 2014
Raymond James Financial Inc. May 2013 - October 2013
Raymond James Financial Inc. November 2012 - April 2013
Credit Suisse August 2008 - June 2012
Skills
Investment Banking, Equities, Financial Analysis, Financial Modeling, Fixed Income, Strategy, FINRA, Investment Banking..., Futures Trading..., Options Trading..., Loan Operations, Brokerage, Compliance, Government Securities, Recruiting, Microsoft Excel, MS Excel Pivot Tables, Macros, Transition Management
Education
University of North Carolina at Chapel Hill 2005 — 2008
Bachelor of Arts (B.A.), Management and Society
Greensboro Grimsley
Greensboro Grimsley
Credit Suisse November 2012 - Present
Skills
Credit, Due Diligence, Credit Risk, Hedge Funds, Counterparty Risk, ISDA, Analysis, Internal Audit, Risk Analytics, Credit Rating, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of North Carolina at Wilmington
Cameron School of Business, Finance
Credit Suisse February 2015 - Present
Credit Suisse October 2013 - Present
Credit Suisse January 2010 - October 2013
Credit Suisse October 2007 - December 2009
Credit Suisse December 2006 - October 2007
Credit Suisse May 2005 - December 2006
Skills
Corporate Actions, Securities, Equities, Fixed Income, SWIFT, Business Analysis, Reconciliation, Project Execution, Change Management, Customer Service, MS Office Suite, Dividends, Six Sigma
Education
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts, Political Science and International Studies
Credit Suisse October 2014 - Present
Credit Suisse February 2013 - September 2014
KPMG October 2009 - June 2012
Skills
External Audit, US GAAP, Internal Controls, SEC filings, GAAP, Auditing, CPA, Big 4, Sarbanes-Oxley Act, Accounting, Assurance, Financial Reporting, Insurance, Property & Casualty..., Statutory Accounting, Not for Profit, Financial Audits, Financial Statements, SAS70, Financial Accounting, SOX 404, Sarbanes-Oxley, Cash Flow, Finance, Financial Analysis, Analysis, Microsoft Office, Account Reconciliation, Corporate Finance, SEC Filings
Education
UNC Chapel Hill 2008 — 2009
Master's degree, Accounting
UNC Chapel Hill 2004 — 2008
Bachelor's degree, International Business, 3.49 GPA
Capital Bank (Capital Bank Financial Corp.) May 2014 - Present
Credit Suisse December 2013 - May 2014
StarNews Media January 2013 - May 2013
Skills
Microsoft Excel, Market Research, PowerPoint, Microsoft Word, Fluent in Spanish, Microsoft Office, Time Management, Social Media, Data Analysis, Research, Computer Literate, Stata, SAS, Scarborough Research, Analysis, Social Networking, Access, Customer Service
Education
University of North Carolina at Wilmington 2009 — 2013
B.A. Economics w/ minor in Spanish, Business
Credit Suisse February 2015 - Present
Blackbaud September 2013 - Present
SunTrust Bank April 2013 - July 2013
Proximity Hotel January 2012 - May 2013
The Wash Pub March 2011 - January 2012
Golden Touch Car Wash July 2009 - February 2011
Greensboro Country Club March 2008 - January 2009
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Reporting, Financial Accounting, Customer Service, Time Management, Outlook, SAP, Banking, Leadership, Teamwork, Management, Financial Analysis
Education
University of North Carolina at Greensboro 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Credit Suisse March 2015 - Present
The Home Depot June 2014 - December 2014
Skills
Microsoft Office, Teamwork, Communication, Customer Service, Financial Analysis, Interpersonal Skills, Time Management, Leadership, Microsoft Excel
Education
University of North Carolina at Wilmington 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
University of North Carolina at Pembroke 2009 — 2012
Wells Fargo Securities January 2015 - Present
Credit Suisse January 2014 - January 2015
Wells Fargo Home Mortgage June 2013 - August 2013
York Real Estate May 2012 - August 2012
York Real Estate January 2012 - May 2012
Oishii Japanese Steakhouse March 2007 - November 2008
Skills
Microsoft Office, Public Speaking, PowerPoint, Social Media, Customer Satisfaction, Microsoft Excel, Leadership, Teamwork, Negotiation, Sales, Real Estate, Management, Strategy, Finance, Organizational..., Time Management, Strategic Planning, Portfolio Management, Customer Service, Financial Modeling, Analysis, Marketing, Social Networking, Banking, Financial Analysis, Outlook, Event Planning, Training, Social Media Marketing, Access, Microsoft Word, Mortgage Lending
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Science: Business Administration, Finance. Minor: Psychology
Cisco 2014 - Present
Credit Suisse April 2013 - March 2014
The Young Group of Fuquay September 2012 - January 2013
Varrow, Inc. August 2011 - December 2011
Model Home Interiors July 2004 - January 2009
Crossroads Ford October 2001 - June 2004
Skills
Social Media, Public Speaking, Microsoft Word, Microsoft Excel, Marketing, Journalism, Microsoft Office, Facebook, Social Networking, Event Planning, Social Media Marketing, Public Relations, PowerPoint, Marketing Communications, Media Relations, Research, Editing, Team Leadership, Analysis, Creative Writing, Online Marketing, Sales, Customer Service, Time Management, Leadership, Budgets, Marketing Strategy, Teamwork
Education
University of North Carolina at Charlotte 2009 — 2012
Bachelor of Arts (B.A.), Communication Studies, Graduate
Credit Suisse January 2015 - Present
Skills
Economics, Music Performance, Social Media, Event Planning, Microsoft Office, Customer Service, Leadership, PowerPoint, Public Speaking, Microsoft Word, Time Management, Management, Social Networking, Sales
Education
University of North Carolina at Greensboro 2009 — 2014
Bachelor of Science (BS), Economics
Tanger Factory Outlet Centers, Inc. August 2011 - Present
Carolina Capital Markets July 2009 - October 2010
Credit Suisse May 2006 - February 2009
Skills
Fixed Income, Bloomberg, Equities, Financial Modeling, Series 7, Prime Brokerage, Series 63, Corporate Finance, Investments, Asset Management, Hedge Funds
Education
University of North Carolina at Chapel Hill
BA, Economics
University of North Carolina at Chapel Hill
Credit Suisse July 2014 - Present
Credit Suisse May 2014 - July 2014
Campus Outreach May 2011 - June 2013
Campus Outreach May 2010 - July 2010
HiringHive.Com April 2010 - April 2010
USA Baseball September 2009 - September 2009
Chick-fil-A June 2009 - July 2009
Walt Disney World June 2008 - July 2008
Skills
Microsoft Office, Statistics, Logistics, Microsoft Excel, Project Planning, Leadership
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.S, Mathematical Decision Sciences
Credit Suisse June 2015 - Present
Bank of America June 2013 - April 2015
TD Bank Group March 2011 - June 2013
UNC Charlotte - Student Government May 2008 - May 2010
UNC Charlotte May 2008 - August 2008
Skills
Leadership, Research, Economics, Public Speaking, Microsoft Office, Microsoft Excel, Financial Modeling, Analysis, Strategic Planning, Banking, Accounting, Access, Budgets, Investments, Microsoft Word, Valuation, Statistics, Financial Analysis, PowerPoint, Project Management, Customer Service
Education
University of North Carolina at Charlotte 2005 — 2009
BS, Economics
Credit Suisse November 2012 - Present
Blue Canopy c/o EPA July 2004 - October 2012
NC Partnership for Children March 2003 - July 2004
Data Networks September 1997 - January 2003
Skills
Novell Netware, Servers, Troubleshooting, Active Directory, XP, Windows, DNS, Disaster Recovery, ITIL, Windows Server, IT Operations, Identity Management
Education
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor of Arts (B.A.), Industrial Relations
Lincolnton High School 1989 — 1992
Alder Hill Management LP February 2014 - Present
CQS (US) LLC February 2009 - January 2014
Columbus Hill Capital Mgmt LP November 2006 - January 2009
Metropolitan West Asset Management April 2002 - April 2006
Credit Suisse September 2000 - April 2002
Donaldson, Lufkin & Jenrette April 1998 - September 2000
Citibank July 1995 - April 1998
Federal Reserve Board July 1990 - July 1993
Skills
Equities, Investment Strategies, Financial Modeling, Portfolio Management, Hedge Funds, Asset Allocation, Alternative Investments, Structured Finance, Trading, Bonds, Due Diligence, Wealth Management, Credit Analysis, Bloomberg, Options, Investment Banking, High Yield Bonds, Distressed Debt, Special Situations, Credit, Equity Derivatives, Investment Management, Credit Derivatives, High Yield, Fixed Income, CDS, Investments, Securities, Private Equity, Asset Management, Capital Markets, Leveraged Finance, Financial Markets, Emerging Markets, Valuation, LBO, Structured Products
Education
Simon School of Business - University of Rochester 1993 — 1995
MBA, Finance
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
Credit Suisse July 2014 - Present
Credit Suisse July 2013 - July 2014
UNCW Intramurals February 2011 - May 2013
UNC-TV May 2012 - August 2012
Compass Financial Group, LLC June 2011 - August 2011
Skills
HTML 5, SQL Server Management..., Visual Basic, Visual Studio, Microsoft Office, CSS3, CSS, HTML, Microsoft Excel, Troubleshooting, Web Development, SQL, Databases, SharePoint
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Science, Business Administration; Information Systems
Wells Fargo Securities July 2014 - Present
Credit Suisse August 2012 - July 2014
Sanskrit Literary June 2011 - May 2012
Skills
Derivatives, Fixed Income, Investment Banking, Microsoft Excel, Equity Derivatives, VBA, Sungard GMI, Capital Markets, Publications, Project Management, SQL, AutoHotKey, Creative Writing, Copy Editing
Education
UNC Charlotte 2007 — 2012
BA, English Language and Literature, General
UNC-Charlotte 2007 — 2012
BA, English, Gender Studies, Psychology
ProteoVec, Inc. 2013 - Present
Lure Management, LLC 2012 - Present
Credit Suisse November 2010 - June 2012
Harbert Venture Partners, LLc June 2002 - November 2010
BioCryst Pharmaceuticals March 1998 - June 2002
Genentech Inc. February 1993 - March 1998
Genentech October 1989 - January 1993
Skills
Venture Capital, Corporate Development, Investments, Business Strategy, Due Diligence, Commercialization, Sales Management, Mergers & Acquisitions, Healthcare Industry, Start-ups, Private Equity, Lifesciences, Emerging Markets, M&A experience, Entrepreneurship..., Deal Sourcing, Deal Execution, Growth Capital, Biotechnology Industry, Corporate Restructure, Restructuring, Pharmaceutical Industry, Life Sciences, Biotechnology, Strategic Planning, Strategy
Education
University of North Carolina at Chapel Hill 1971 — 1976
BS, Pharmacy
Credit Suisse October 2014 - Present
Credit Suisse December 2013 - October 2014
Tar Heel Athletic Hospitality August 2010 - August 2014
Northwestern Mutual September 2013 - December 2013
Harrington Bank May 2013 - August 2013
University Directories May 2011 - August 2012
Texas Roadhouse June 2007 - August 2010
Skills
Microsoft Office, Customer Service, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Event Planning, Social Networking, Public Speaking, Editing, Facebook, Event Management, Social Media Marketing, Time Management, Leadership, Research, Adobe Creative Suite
Education
University of North Carolina at Chapel Hill 2009 — 2013
Economics, Psychology and Spanish, 3.23
Wake Forest Rolesville High School
Verizon February 2013 - Present
Credit Suisse May 2010 - February 2013
Prime Communications- AT&T Retailer August 2009 - May 2010
Days Inn October 2004 - August 2009
Skills
Active Directory, BMC Remedy, Computer Hardware, Troubleshooting, Windows, Windows 7, Networking, Windows Server, SharePoint, Blackberry Enterprise..., XP, Microsoft Office, Visio, Help Desk Support, Technical Support, ITIL, SQL, Access, Software Documentation, System Administration, Blackberry, TCP/IP, VPN, Project Management, Citrix, Process Improvement, Lotus Notes, VMware, IT Service Management, Hardware Support, Disaster Recovery, HP, Operating Systems, Norton Ghost, Microsoft Exchange, Software Installation, Unix, Network Administration, DNS, IIS, Cisco Technologies, Hardware, DHCP, Servers, System Deployment, Windows XP
Education
University of North Carolina at Greensboro 2005 — 2009
Bachelor of Science(B.S.), Information Systems & Operations Management
University of North Carolina at Greensboro 2005 — 2009
Bachelor of Science(B.S.), Economics
Fidelity Investments July 2009 - Present
Veritude October 2008 - July 2009
Credit Suisse July 2006 - December 2007
Sony Ericsson 2004 - 2006
Nortel January 1994 - March 2003
Skills
Perl, ClearCase, SDLC, Unix, Software Development, Integration, Websphere, SOA, Software Quality..., AJAX, C#, Management, Microsoft SQL Server, Oracle, Solaris, Enterprise Architecture, Project Management, Visio, SQL
Education
University of Virginia 1991 — 1994
Master's degree
University of Virginia 1991 — 1994
MSCS
University of North Carolina at Charlotte 1987 — 1991
BS
Avalara July 2015 - Present
Avalara November 2014 - July 2015
Computer Task Group October 2013 - October 2014
Time Warner Cable July 2012 - October 2013
Tamarac Advisor Services December 2011 - March 2012
Siemens Medical Solutions January 2011 - December 2011
Leith Honda June 2009 - December 2010
Credit Suisse July 2007 - May 2009
North Carolina State Employee's Credit Union Call Center January 2007 - July 2007
Skills
CRM, Sales, Outlook, Microsoft Excel, Hedge Funds, Customer Service, Team Building, Team Leadership, Negotiation, Microsoft Office, Strategic Planning, Sales Management, Account Management, Contract Negotiation, New Business Development, Inventory Management, Supply Chain Management, Marketing Strategy, Sales Operations, Accounting, Customer Satisfaction, Forecasting, Customer Retention
Education
University of North Carolina at Pembroke
B.S, Business Administration; Marketing
University of North Carolina at Pembroke
B.S., Business Administration
Wells Fargo Securities December 2013 - May 2015
Credit Suisse February 2013 - December 2013
McKeeman Communications Group June 2012 - December 2012
McDonald's Corporation March 2012 - June 2012
AtoZ Companies August 2011 - December 2011
Advanced Markets LLC September 2010 - May 2011
Skills
Social Media, Marketing, Microsoft Office, Social Media Marketing, Microsoft Excel, Customer Service, PowerPoint, Marketing Communications, Public Relations, Time Management, Leadership, Management, Budgets, Analysis, Market Research
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
Bachelor of Science (B.S.), International Business
Bank Of America January 2014 - July 2015
Wells Fargo June 2013 - October 2013
Credit-Suisse December 2009 - June 2013
Bank of America September 2009 - November 2009
VectorVest, Inc January 2009 - May 2009
Wachovia Securities (CIBT) March 2007 - December 2008
Banc of America Securities, LLC August 2006 - February 2007
NetSys Consulting March 2006 - August 2006
Microsoft February 2005 - February 2006
SoftwareEarnings March 2004 - January 2005
Skills
C/C++, Scala, Ruby on Rails, Subversion, Java, Perl, Unix Shell Scripting, C++, C, Software Development, Agile Methodologies, Unix, Spring, Distributed Systems, Shell Scripting, Linux, Databases, SQL
Education
University of North Carolina at Charlotte 1983 — 1989
BS, Computer Science
UNCC 1983 — 1988
BS, Computer Science and Business
VMS BioMarketing January 2015 - Present
VMS BioMarketing March 2011 - December 2014
Credit Suisse July 2009 - March 2011
Eli Lilly June 2008 - June 2009
Eli Lilly 2004 - 2008
Eli Lilly 2000 - 2004
Eli Lilly 1998 - 2000
Eli Lilly and Company 1997 - 1998
Eli Lilly and Company 1995 - 1996
Eli Lilly and Company 1993 - 1995
Skills
Pharmaceutical Industry, Cross-functional Team..., Strategic Planning, Strategy, Management, Leadership, Biotechnology, Product Launch, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill 1991 — 1993
MBA, Business / Finance
West Virginia University 1984 — 1988
B.S., Finance
Credit Suisse August 2015 - Present
Business Impact Inc August 2014 - May 2015
SQL Sentry, Inc. May 2014 - August 2014
University of North Carolina at Chapel Hill August 2013 - May 2014
Epdemilogy IS, School of Public Health at UNC-Chapel Hill September 2012 - May 2014
Performance, Inc. February 2009 - August 2012
US Navy June 2000 - September 2005
US Navy March 1999 - May 2000
Microsoft June 1997 - August 1997
Pierce College Campus Post October 1995 - June 1996
Skills
Technical Support, Web Content Management, Web Analytics, E-commerce, Customer Service, Google Analytics, Management, Editing, Cycling, SQL, HTML, Microsoft SQL Server, Email Marketing, Online Research, CSS, Copywriting, Copy Editing, Direct Sales, IT Hardware Support, SEO, Teaching/mentoring, Personnel Supervision, Relational Databases, Contextual Inquiry, Information Architecture, Analysis, HTML 5, Database Marketing, Online Advertising, SEO copywriting, Online Marketing, Social Media Marketing, SQL Server Management..., JavaScript, REST, User Interface Design, User Experience, PHP, Responsive Web Design, Microsoft Office, Leadership, Databases, Social Media, Research, Analytics
Education
University of North Carolina at Chapel Hill 2012 — 2014
MSIS, Information Science/Studies
University of Washington 2007 — 2008
B.A., English
DLIFLC 1999 — 2000
Certificate, Chinese-Mandarin & Chinese Culture
Cascade College 1996 — 1998
B.A., Liberal Studies
Pierce Community College 1994 — 1996
A.A., Arts & Sciences
Bank of America July 2015 - Present
Credit Suisse January 2013 - July 2015
Johnson Controls 2011 - 2011
PIKE Properties September 2010 - November 2010
Rolypoly Sandwiches July 2007 - August 2008
Skills
Investments, Finance, Microsoft Office, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Management, Portfolio Management, Leadership, Financial Modeling, Customer Service
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
University of North Carolina at Charlotte 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Credit Suisse August 2015 - Present
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - July 2014
Lowe's Home Improvement December 2009 - August 2012
Harris Teeter November 2007 - August 2009
Skills
Customer Service, Microsoft Office, Time Management, Teamwork, Management, Leadership, Customer Satisfaction, Financial Analysis, Marketing, Sales, Analysis, Project Management, Outlook, Finance, Operations Management, Telephone Skills, Team Leadership, Communication, CRM, Data Analysis, Access, Goal Oriented, Training, Process Improvement, Analytical Skills, Critical Thinking, Analytics, Strategic Planning, Research, Business Analysis, Capital Markets, Derivatives Trading, Workflow Management, Trading Systems, Financial Services, Investment Banking, Metrics Reporting, SWIFT Messaging
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Science (B.S.), Marketing & Operations Management
Hodes Weill & Associates July 2009 - Present
Credit Suisse April 2008 - July 2009
Skills
Asset Management, Due Diligence, Valuation, Private Equity, Investments, Real Estate Economics, Management, Strategic Planning, Mergers & Acquisitions, Financial Modeling, Investment Banking, Portfolio Management, Capital Markets, Financial Analysis, Real Estate
Education
University of North Carolina at Chapel Hill
BS, Biology, General
Credit Suisse March 2015 - Present
Goldman Sachs September 2014 - February 2015
Sapiens April 2013 - August 2014
Sapiens June 2011 - March 2013
W5 October 2010 - June 2011
IMLeagues May 2010 - August 2010
Skills
Business Logic, Business Rules, Decision Modeling, Enterprise Software, Software Project..., Project Delivery, Software Implementation, Business Process..., Microsoft Excel, Microsoft Office, SaaS, Market Research, Analysis, Management, Salesforce.com, Business Analysis, Product Management, Project Management, Strategy, Requirements Analysis, Business Requirements, CRM, Requirements Gathering, SDLC, Agile Methodologies, Agile Methodolgy, Agile Modeling, Agile Project Management, Business Process, Business Intelligence, IT Strategy, Business Process Design, Integration, Leadership, Consulting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BS, Business Administration
NBHS 2005 — 2007
ARI / Fit For 90 May 2011 - Present
Credit Suisse 2005 - June 2012
Skills
Entrepreneurship, Investment Banking, Web Analytics, HTML, SEO, jQuery, JavaScript, Analytics, WordPress, Strategy, Competitive Analysis, User Experience
Education
University of North Carolina at Chapel Hill 1999 — 2003
BS, Exercise Sports Science
J.P. Morgan December 2013 - Present
Credit Suisse September 2012 - November 2013
Credit Suisse July 2011 - September 2012
Credit Suisse June 2010 - July 2010
Skills
User Interface Design, JavaScript, User Interface, User Experience Design, CSS, Photoshop, Illustrator, User-centered Design, Visio, Web Design, Usability, Mobile Design, HTML 5, jQuery, Project Management
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (B.S.), Computer Science
Credit Suisse September 2015 - Present
North Carolina Center for Banking and Finance March 2014 - Present
North Carolina Banking Institute Journal May 2014 - April 2015
UNC School of Law May 2014 - August 2014
Fannie Mae June 2013 - August 2013
North Carolina Supreme Court May 2013 - June 2013
Robinson & Lawing, LLP 2011 - 2012
Skills
Legal Research, Legal Writing, Westlaw, Event Planning, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Litigation, Research, Public Policy, Public Speaking
Education
UNC School of Law 2012 — 2015
Doctor of Law (JD)
UNC Chapel Hill 2007 — 2011
Bachelors, Political Science, History
Forsyth Country Day School 2003 — 2007
High School
Credit Suisse 2013 - 2013
Skills
Computer Proficiency, Communication, Persona, Time Management, Work Well Independently, Teamwork, Adaptability, Long Distance Running, Fitness, Retail Sales, Phone Etiquette, Public Relations, International Relations, Clerical Skills, Critical Thinking
Education
University of North Carolina at Greensboro 2006 — 2011
Bachelor of Arts (B.A.), Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology
Credit Suisse November 2013 - Present
Barclays Capital March 2011 - August 2013
Bank of America Merrill Lynch February 2006 - February 2011
Skills
Capital Markets, Financial Reporting, Banking, ABS, Fixed Income, Investment Banking, Bonds, Due Diligence, Valuation, Risk Management, Financial Analysis, Corporate Finance, Credit Analysis, Financial Modeling, Strategic Financial..., Peer-to-peer, Residential Mortgages, Structured Finance, Hedge Funds, Securities, Equities, Derivatives, Bloomberg
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics
Credit Suisse August 2012 - Present
Credit Suisse January 2012 - Present
Credit Suisse August 2011 - January 2012
Credit Suisse August 2010 - August 2011
Credit Suisse July 2009 - August 2010
Credit Suisse June 2008 - August 2008
Caribou Coffee May 2004 - August 2007
Blue Moon Bakery May 2004 - August 2004
Skills
Banking, Derivatives, Dividends, Investment Banking, Options, Fixed Income, Microsoft Excel, Cash Management, Outlook, PowerPoint, Equities, Back Office, Securities, Finance, Corporate Actions
Education
University of North Carolina at Chapel Hill 2005 — 2009
B.A, Management and Society/History
Credit Suisse June 2012 - Present
Skills
International Relations, Policy Analysis, Research, Foreign Policy, Political Science, Nonprofits, International..., Politics, Community Outreach
Education
Hult International Business School 2009 — 2010
MA, International Relations
University of North Carolina at Chapel Hill 2005 — 2009
BA, International Studies
Calpine January 2015 - Present
Calpine September 2011 - Present
Progress Energy January 2008 - September 2011
Progress Energy July 2005 - December 2007
Progress Energy August 2004 - June 2005
Credit Suisse June 1998 - July 2004
Arthur Andersen 1996 - June 1998
Skills
Mergers, Valuation, Due Diligence, Capital Markets, Portfolio Management, Financial Modeling, Risk Management, Investments, Competitive Analysis, Financial Reporting, Strategy, Financial Risk, Business Strategy, Analysis, Derivatives, Mergers & Acquisitions, Investor Relations, Trading, Corporate Development
Education
University of North Carolina at Chapel Hill 1991 — 1996
BS, Masters, Business Administration, Accounting
J.P. Morgan November 2014 - Present
Credit Suisse January 2004 - November 2014
Goldman Sachs September 2000 - January 2004
Goldman Sachs June 1999 - August 1999
Norrell June 1994 - June 1998
Jackson Hole Ski Corporation November 1993 - April 1994
Skills
Investments, Securities, Asset Allocation, Finance, Fixed Income, Wealth Management, Alternative Investments, Asset Management, Private Equity, Hedge Funds, Options, Private Banking, Entrepreneurship, Structured Finance, Equities, Series 7, Portfolio Management, Capital Markets, Financial Modeling, Investment Banking, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
University of North Carolina at Chapel Hill 1988 — 1992
BA, Political Science
The Westminster Schools 1983 — 1988
Leonhardt Pipe & Supply, Inc. January 2015 - Present
Leonhardt Pipe & Supply, Inc. April 2011 - February 2015
Credit Suisse May 2008 - April 2011
CPR Inc. June 2007 - May 2008
Dormoo, LLC December 2006 - January 2008
Skills
Customer Relations, Microsoft Office, Problem Solving, Direct Marketing, Time Management, Critical Thinking, Teamwork, Telephone Skills, Account Management, Advertising, Business Development, CRM, Contract Negotiation, Customer Service, Data Analysis, Event Planning, Facebook, Financial Analysis, Inventory Management, Management, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
07 Bachelor of Science, Business Administration; second; Music
Ferguson Enterprises August 2014 - Present
Credit Suisse July 2012 - August 2014
Credit Suisse June 2011 - August 2011
Northwestern Mutual August 2010 - April 2011
NewBridge Bank May 2010 - August 2010
NewBridge Bank May 2009 - August 2009
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science, Business Administration
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Real Estate Capital Partners June 2011 - July 2013
Clark Construction June 2009 - June 2011
Skills
Valuation, Financial Modeling, Asset Managment, Private Equity, Real Estate Development, Investments, Portfolio Management, Investment Strategies, Real Estate Transactions, Due Diligence, Financial Analysis, Real Estate, Finance, Investment Properties, Asset Management, Real Estate Economics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2005 — 2009
B.S., Civil Engineering
Credit Suisse January 2015 - Present
Towers Watson October 2011 - January 2015
WellsCanning April 2010 - September 2011
Skills
Asset Allocation, Quantitative Analysis, Capital Markets, Investment Advisory, Quantitative Analytics, Investment Strategies, Valuation, Financial Modeling, Bloomberg, Alternative Investments, Investments, Fixed Income, Financial Analysis, Asset Management, Portfolio Management, Risk Management, Due Diligence, Equities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
Bachelor of Science in Business Administration, Finance, Economics
Wah Yan College, Kowloon
Credit Suisse October 2014 - Present
Fuqua School of Business May 2011 - January 2014
Shodor Education Foundation, Inc October 2010 - December 2010
Skills
SAS, Statistics, Data Analysis, LaTeX, Stata, Matlab, Econometrics, Quantitative Analytics, Mathematica, Research, Data Mining, Machine Learning, Python, Data, Data Science, Mathematics, SQL, Reporting, Modeling, Statistical Programming, Statistical Modeling, Ad Hoc Reporting, KPI Dashboards, Dashboard, Time Series Analysis, Regression Analysis, Classification, Data Visualization
Education
University of North Carolina at Chapel Hill 2006 — 2010
BS Mathematics, BA Economics, Mathematics and Economics
Credit Suisse September 2014 - Present
Triangle Capital Corporation June 2013 - August 2013
BtB Marketing Communications May 2011 - August 2011
Skills
Public Relations, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Finance, Bloomberg Terminal, Dealogic
Education
UNC Chapel Hill 2010 — 2014
Bachelor of Science (BS), Business Administration, 3.6
QMS Capital Management LP September 2015 - Present
Credit Suisse April 2013 - September 2015
Credit Suisse June 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Java, HTML, Windows, Web Development, Leadership, Python, AngularJS, JavaScript, Bootstrap, GruntJS
Education
University of North Carolina at Chapel Hill 2009 — 2013
BS, Computer Science
University of North Carolina at Chapel Hill
BS Computer Science
Charlotte Economics Club December 2014 - Present
Wells Fargo Securities June 2013 - Present
BlackRock March 2013 - May 2013
Wells Fargo Securities May 2012 - February 2013
UNC Charlotte August 2010 - May 2012
Credit Suisse June 2008 - August 2008
United States Marine Corps January 2002 - January 2006
Skills
Financial Modeling, Time Series Analysis, C++, Options, Stata, Stochastic Modeling, Applied Mathematics, Matlab, Java, Cocoa, Logistic Regression, Analysis, Objective-C, Eviews, Survival Analysis, Trading, User Aceptance Testing, Copulas, Principal Component..., Trading Systems, Market Risk, Team Leadership, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., Hybrid Derivatives, R, Equities, Portfolio Management, Finance, Fixed Income, Risk Management, Data Analysis
Education
University of North Carolina at Charlotte 2010 — 2012
Master of Science (MS), Mathematical Finance
University of North Carolina at Charlotte 2010 — 2012
Master of Science (MS), Economics
University of Washington 2007 — 2010
Bachelor of Science (BS), Economics
Credit Suisse August 2015 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Critical Thinking, Access, Windows, Time Management, Event Planning, Facebook, Social Media, Customer Service, Leadership, Teamwork
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor of Science (BS), Business Administration, Finance, 3.45
Cardinal Gibbons High School 2007 — 2011
BlueTone Media January 2015 - March 2015
Credit Suisse May 2014 - August 2014
Kangaroo Express, an operating trade name of The Pantry, Inc. May 2013 - August 2013
Nichols College August 2011 - May 2012
Skills
Marketing, Public Speaking, Project Management, Event Planning, Customer Oriented, System Development, Web Application..., Product Assortment..., Corporate Communications, Data Center..., Survey Research, Long-term Customer..., Microsoft SQL Server, Visual Studio, Web Development, Computer Information..., C#, Bootstrap, HTML5, CSS, Time Management, Leadership, Sales, Management, Teamwork, Research, Team Leadership
Education
University of North Carolina at Wilmington 2012 — 2015
Bachelor of Business Administration (BBA), Management Information Systems, Senior
Credit Suisse March 2015 - Present
Deloitte & Touche LLP August 2014 - March 2015
Deloitte & Touche LLP August 2013 - August 2014
Deloitte & Touche LLP October 2012 - August 2013
UNC-Chapel Hill; Kenan-Flagler Business School August 2011 - May 2012
Skills
Microsoft Office, Accounting, Auditing, CPA
Education
University of North Carolina at Chapel Hill 2011 — 2012
Master's Degree, Accounting
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's Degree, Mathematical Decision Sciences; Information Science; Minor in Business Administration
Credit Suisse January 2015 - Present
Credit Suisse March 2013 - December 2014
Credit Suisse September 2007 - March 2013
Skills
Banking, Derivatives, Equities, Equity Derivatives, Financial Analysis, Investment Banking, Management, Microsoft Office, Bloomberg
Education
University of North Carolina at Chapel Hill 2001 — 2005
Management & Society and Economics
Credit Suisse July 2011 - Present
Credit Suisse July 2010 - July 2011
Credit Suisse September 2006 - July 2010
Credit Suisse May 2005 - September 2006
BCBSNC December 2004 - May 2005
Wynne Residential Corporate Housing June 2001 - May 2005
University of North Carolina at Chapel Hill -- Student Recreation Center August 2002 - December 2004
Skills
Derivatives, Fixed Income, Investment Banking, Capital Markets, Management, PowerPoint, Microsoft Office, Equities, Bloomberg, Project Management, Structured Products, Hedge Funds, Business Analysis, Credit Derivatives, Customer Service, Banking, Campus Placement, Communication, Relationship Management, Public Speaking, Event Planning, Sales, Program Management, Mentoring, Budgets, Presentation Skills, Phone Screening, Events Coordination, Program Coordination, Persuasive Speaker, Documentation, Inside Sales, Customer Relations
Education
University of North Carolina at Chapel Hill 2001 — 2005
Communications & Romance Languages, Communications--Media & Romance Languages--Spanish
Apex High school 1997 — 2001
Freudenberg IT LP December 2012 - Present
Credit Suisse June 2012 - December 2012
US Army February 2007 - February 2011
Skills
Excellent customer..., •Successful in..., •Install and configure..., •Install RAM, Video..., •Provide maintenance..., Software Installation, Windows XP, Laptops, Technical Support, Printers
Education
MyComputerCareer.com 2012 — 2012
Union Pines
University of North Carolina at Greensboro
Bachelor of Arts (B.A.), History
Sapiens April 2015 - Present
Fortune Restaurant Group, LLC July 2012 - Present
Credit Suisse May 2013 - April 2015
Millennium Consulting Services, LLC May 2012 - May 2013
New Mind Education August 2012 - April 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Microsoft Word, Time Management, Management, Data Analysis, Customer Service, Financial Analysis, Public Speaking, Teamwork, Leadership, Team Leadership, Spanish, Analysis, English, Budgets, Business Analysis, Project Coordination, Project Management, Outlook, Sales, Research, Access, Marketing, Team Building, Training, BPMN, Consulting, Contract Negotiation, Requirements Analysis, Requirements Gathering, Business Requirements, Requirements Management, Functional Requirements, Functional Analysis, Functional..., Statistical Data..., Non-Functional..., Agile Methodologies, Scrum, Storyboarding, Business Process..., Business Process Mapping
Education
University of North Carolina at Greensboro 2011 — 2013
Bachelor of Science, Finance
University of North Carolina at Greensboro 2011 — 2013
Bachelor of Science, Business Administration
University of North Carolina at Greensboro 2011 — 2013
Bachelor of Science (B.S.), Economics, Senior
UBS July 2015 - Present
Credit Suisse November 2014 - July 2015
BB&T August 2014 - October 2014
Vanguard June 2013 - August 2014
Skills
Bloomberg, Retirement Planning, Mutual Funds, ThomsonOne, IRAs, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Banking, Investment Strategies, Credit Derivatives
Education
UNC Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Psychology
Cree December 2014 - Present
Cree August 2013 - December 2014
Credit Suisse April 2012 - August 2013
Wells Fargo April 2010 - July 2012
Skills
Oracle Applications, Microsoft Office, Bloomberg Terminal, Process Improvement, Management, Customer Service, Leadership, Microsoft Excel, Banking, Cross-functional Team..., Sales, Sales Operations
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor's of arts, Economics
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Economics, Economics
University of North Carolina at Chapel Hill May 2015 - Present
Carolina Sports Business and Fitness Expo January 2014 - Present
Credit Suisse February 2015 - July 2015
UNC Kenan-Flagler May 2015 - May 2015
University of North Carolina at Chapel Hill May 2014 - May 2015
The Frank Hawkins Kenan Institute of Private Enterprise October 2013 - October 2014
USA Baseball February 2014 - August 2014
Tar Heel Athletic Hospitality October 2013 - May 2014
OCUQ community at UNC August 2013 - May 2014
University of North Carolina at Chapel Hill April 2013 - April 2014
Skills
Entrepreneurship, Leadership, Networking, Operations Management, PowerPoint, Microsoft Office, Event Planning, Social Networking, Sports, Microsoft Excel, Customer Service, Facebook, Social Media, Community Outreach, Investment Banking, Microsoft Word, Sports Management, Baseball, Basketball, Economics, Communication, Event Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
BSBA, Business Administration and Management, General
Cornerstone Academy 1999 — 2012
High School Diploma
SunTrust Robinson Humphrey February 2015 - Present
Bank of America July 2014 - January 2015
Bank of America June 2012 - July 2014
Credit Suisse June 2011 - August 2011
Skills
Financial Analysis, Financial Modeling
Education
University of North Carolina at Chapel Hill 2008 — 2012
Business Administration, Finance and Consulting Concentration
Credit Suisse July 2014 - Present
UNC Kenan-Flagler August 2012 - October 2014
UNC Health Care September 2013 - May 2014
RJ Reynolds December 2008 - April 2013
RJ Reynolds 2010 - 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Finance and Innovation
University of South Carolina - The Moore School of Business 2004 — 2008
Bachelor of Science, Business Administration; Marketing and Human Resource Management
Credit Suisse September 2014 - Present
Avondale Partners October 2013 - September 2014
Avondale Partners August 2013 - October 2013
Washington University in St. Louis January 2013 - May 2013
Fefco June 2010 - July 2012
UNC Kenan-Flagler August 2009 - May 2010
UNC Kenan-Flagler January 2009 - May 2009
Skills
Equity Research, Financial Accounting, Financial Analysis, Financial Modeling
Education
Washington University in St. Louis 2012 — 2013
Master of Science (M.S.), Finance, 3.9
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master of Science (M.S.), Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2009
Bachelor of Science (BS), Business Administration (BA), 3.8
Credit Suisse Resident AssistantUNC WilmingtonJanuary 2012 - December 2014
UNC Wilmington August 2011 - December 2014
AGCO Corporation June 2013 - August 2013
St. Charles Community Unit School District 303 June 2009 - August 2012
Skills
Microsoft Excel, Windows, Microsoft Word, Higher Education, Public Speaking, Teamwork, Team Leadership, Research, Time Management, Access, PowerPoint, Social Networking, Social Media, Microsoft Office, Customer Service, Leadership
Education
University of North Carolina at Wilmington 2011 — 2014
Bachelor of Science (BS), Finance, General
Bank of America October 2014 - Present
Credit Suisse August 2012 - October 2014
Credit Suisse May 2008 - August 2012
Bank of America March 2000 - May 2008
United States Marine Corps June 1991 - June 1997
Skills
ABS, Analysis, Asset Managment, Back Office, Banking, Bloomberg, Business Analysis, Capital Markets, Corporate Finance, Credit, Credit Analysis, Credit Derivatives, Credit Risk, Derivatives, Equities, Equity Derivatives, FX Options, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Hedge Funds, Interest Rate Swaps, Investment Banking, Investments, Leadership, Management, Mergers, Middle Office, Money Market, Portfolio Management, Prime Brokerage, Process Improvement, Product Control, Project Management, Risk Management, SDLC, Securities, Six Sigma, Strategy, Structured Finance, Structured Products, Swaps, Trading Systems, Treasury, Valuation, Vendor Management
Education
UNC Kenan-Flagler Business School 2012 — 2014
MBA, Finance, Strategy
University of North Carolina at Charlotte 1998 — 2002
BSBA, Finance
Credit Suisse October 2009 - Present
Grant Thornton June 2008 - June 2009
Vance Flouhouse & Garges PLLC June 2007 - May 2008
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2007
Masters, Accountancy
Maxim Healthcare Services April 2011 - Present
Maxim Healthcare Services February 2009 - April 2011
Merrill Lynch April 2007 - December 2008
Credit Suisse November 2005 - March 2007
EGW Personnel Services May 2005 - November 2005
Skills
Finance, Leadership, Management, Recruiting, Financial Analysis, Human Resources, Healthcare, Project Management, Strategic Planning, Training, Time Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA, Business Administration - Marketing Concentration
Wipro Technologies 2006 - Present
AT&T May 2014 - Present
Credit Suisse September 2013 - March 2014
AT&T August 2010 - August 2013
InterContinental Hotels Group January 2010 - May 2010
Mercury Insurance July 2009 - January 2010
Northwestern Mutual January 2008 - June 2009
Boeing April 2007 - January 2008
Red Bull May 2006 - April 2007
Amadeus August 2005 - May 2006
Skills
Program Management, Project Management, Project Portfolio..., SDLC, Requirements Analysis, Vendor Management, Cross-functional Team..., MS Project, IT Service Management, System Deployment, IT Strategy, Infrastructure, PMO, Integration, Disaster Recovery, Data Center, System Administration, Software Development, CRM, Information Technology, Enterprise Software, Enterprise Architecture, Architectures, Solution Architecture, Software Project...
Education
University of North Carolina at Charlotte 1987 — 1989
MS, Computer Science
University of North Carolina at Charlotte 1981 — 1987
BS, Electrical Engineering
Credit Suisse August 2009 - Present
4 Philip dot Org May 2011 - Present
Philip Hart Memorial Fund August 2010 - Present
North Carolina Chinese Business Association March 2009 - March 2010
EW Hart Consulting, Inc. December 2008 - July 2009
CDC Software August 2008 - January 2009
M3 Technology Group January 2007 - August 2008
bioMerieux March 2004 - January 2007
Syngenta Crop Protection January 2003 - March 2004
North Carolina Department of Public Instruction December 2001 - May 2002
Skills
Pivotal CRM, Microsoft SQL Server, Agile Methodologies, Integration, SharePoint, SQL, System Architects, .NET, C#, Informatica, ETL, Visual Basic 5.0/6.0, Trading Systems, Investment Banking, CRM, Software Development, Business Analysis, Requirements Gathering, Testing, Data Warehousing, Scrum, System Deployment, Quality Assurance, Software Deployment, SDLC, UAT coordination, Batch Processing, Control M, Quality Management, Mobile Devices, Mobile Testing, User Acceptance Testing, Software Documentation, Databases, Web Applications, Project Management
Education
Techskills 2009 — 2009
MCSD
University of North Carolina at Greensboro 1993 — 1996
BA, Organizational Communications
Catawba Valley Community College 1990 — 1992
AA, Music
Salina Vocational-Technical School 1980 — 1982
Certificate, Diesel Mechanics
Russell High School 1975 — 1979
HBK Capital Management November 2009 - Present
HBK Capital Management March 2007 - November 2009
Credit Suisse August 2006 - February 2007
Credit Suisse May 2005 - August 2006
UBS Financial June 2004 - November 2004
Education
UNC Kenan-Flagler Business School 2001 — 2005
B.S., Business Administration
Credit Suisse March 2006 - Present
Education
University of North Carolina at Greensboro 1999 — 2003
Bachelor of Science (B.S.), Finance, Insurance, and Real Estate
Piedmont Investment Advisors February 2008 - June 2010
Credit Suisse May 2005 - February 2008
Education
University of North Carolina at Greensboro 1997 — 2002
J.P. Morgan Asset Management August 2015 - Present
Credit Suisse May 2006 - July 2015
Credit Suisse May 2006 - December 2012
Credit Suisse May 2006 - December 2008
ConnectKentucky February 2005 - January 2006
GE January 2004 - January 2005
Skills
Loan Origination, Loans, High Yield, Leveraged Finance, Debt, Financial Structuring, Investment Banking, Capital Markets, Financial Modeling, Credit Analysis, Fixed Income, Structured Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
GCM CFIG January 2014 - Present
Credit Suisse July 2006 - January 2014
Lazard Freres & Co. November 2003 - June 2006
Skills
Financial Structuring, Private Placements, Fund Of Funds, Private Equity, Alternative Investments, Portfolio Management, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
Morgan Stanley Wealth Management May 2011 - Present
Credit Suisse January 2000 - May 2011
Donaldson, Lufkin & Jenrette September 1992 - January 2000
Skills
Fixed Income
Education
University of North Carolina at Chapel Hill
Deutsche Bank June 2015 - Present
Credit Suisse January 2015 - June 2015
Credit Suisse January 2012 - December 2014
Credit Suisse June 2009 - December 2011
Credit Suisse March 2008 - June 2009
Verizon Wireless January 2007 - February 2008
Zanett June 2003 - August 2003
Bear Wagner Specialists June 2002 - September 2002
Bear Wagner Specialists June 2001 - September 2001
Skills
Operations Management, Team Management, Operational Excellence, Microsoft Excel, VBA, SQL, Change Management, Microsoft Office, Access, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., Accounting, General Ledger, Account Reconciliation, Bank Reconciliation, Mentoring, Performance Reviews, Goal Setting, Management, Fixed Income, Back Office, Settlement
Education
University of North Carolina at Chapel Hill 2002 — 2006
BA, English
Credit Suisse 2008 - June 2015
BlackRock 2006 - 2008
Merrill Lynch Investment Managers 1997 - 2006
Skills
CFA charterholder, Fixed Income, Chartered Financial..., Credit Derivatives, Wealth Management, Mutual Funds, Credit, Asset Management, Finance, Bloomberg, Equities, Hedge Funds, Equity Research, Bonds, Derivatives, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Credit Suisse Senior Sales AssociateTriangle Rent A CarDecember 1994 - October 2000
Education
University of North Carolina at Greensboro 1989 — 2003
First Eagle Investment Management February 2013 - Present
Credit Suisse April 2011 - February 2013
Perella Weinberg Partners May 2006 - September 2010
Morgan Stanley 1986 - 2006
Skills
Hedge Funds, Investment Banking, Bonds, Structured Products, Financial Structuring, Risk Management, Mutual Funds, Financial Advisory, Securities Regulation, Corporate Development, Credit, Restructuring, Wealth Management, Credit Risk, Finance, Investment Advisory, Structured Finance, Financial Services, Alternative Investments, Strategy, Funding, Asset Management, Investments, Management
Education
University of North Carolina at Greensboro
Bachelor of Science (BS), Accounting, Minor in Economics
Clear Harbor Asset Management, LLC May 2010 - Present
JET Capital Management, Inc. June 2009 - May 2010
Bonanza Capital July 2007 - June 2009
Credit Suisse July 2005 - July 2007
Education
University of North Carolina at Chapel Hill 2001 — 2005
BS, Business, History
Credit Suisse March 2014 - Present
The Eric Trump Foundation 2006 - Present
Goldman Sachs June 2010 - March 2014
Oz Wellness LLC January 2009 - December 2012
Zurich Financial Services May 2007 - May 2009
Siguler Guff & Company November 2005 - April 2007
Houlihan Lokey June 2004 - November 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Investment Management, Finance
Wake Forest University 1999 — 2003
Business, Finance
Credit Suisse September 2009 - Present
University of North Carolina at Chapel Hill - Kenan-Flagler Business School October 2012 - October 2014
System Edge (USA) LLC October 2008 - September 2009
Apposite Solutions Inc. October 2007 - September 2008
Fidelity Investments July 2006 - September 2007
Polaris Consulting & Services Ltd February 2005 - July 2006
Tata Consultancy Services January 2003 - February 2005
Skills
PL/SQL, SDLC, Business Analysis, Management, Leadership, Agile Methodologies, Business Strategy, Product Management, Project Management, Digital Marketing, E-commerce, IT Strategy, Team Leadership, Analytics, Data Analysis, Google Analytics, Scrum, Databases, Customer Insight, Requirement Gathering, Segmentation, Social Media Marketing, Market Research, Google Adwords, E-commerce SEO, Data Warehousing, Unix, Solaris, Unix Shell Scripting, Disaster Recovery, Investment Banking, Database Design, SQL, Service Delivery, Process Improvement, IT Service Management, IT Solutions, Database Architecture, Strategic Planning, Business Architecture, Enterprise Architecture, Solution Architecture, Data Architecture, Requirements Gathering, Requirements Analysis, Strategy, Software Project..., Competitive Analysis, Oracle, Business Intelligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Strategy and Leadership
Kurukshetra University 1997 — 2001
Bachelor of Technology(B.Tech), Computer Engineering
Wells Fargo August 2013 - Present
Credit Suisse July 2010 - August 2013
Wachovia March 2007 - June 2010
Wachovia April 2002 - March 2007
Questcon 2001 - 2002
MCI/WorldCom 1999 - 2001
Skills
Middleware, Unix, WebSphere Message Broker, Websphere
Education
University of North Carolina at Greensboro 1996 — 1999
BS, Information Systems, Operations Management
Louisburg College 1992 — 1994
AA
Credit Suisse July 2000 - Present
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, Political Science
Electronic Arts (EA) January 2015 - Present
Credit Suisse 2010 - 2013
Skillocracy, LLC December 2008 - October 2009
University of Virginia June 2008 - January 2009
Skills
SQL, Java, Unix, C#, Perl, Agile Methodologies, Oracle, Visual Studio, .NET, Unix Shell Scripting
Education
University of North Carolina at Chapel Hill 2006 — 2010
BS, Computer Science
Citadel LLC January 2015 - Present
TD Securities September 2008 - January 2015
Credit Suisse 2000 - 2008
Donaldson, Lufkin & Jenrette 2000 - 2000
Bear Stearns 1996 - 2000
Skills
Credit Derivatives, Credit Trading, High Yield, Leveraged Finance, Fixed Income
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Freddie Mac March 2012 - Present
Freddie Mac March 2009 - February 2012
Credit Suisse October 2008 - February 2009
Deloitte October 2005 - September 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Internal Audit, Auditing, External Audit, GAAP, CPA, SEC filings, US GAAP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
Master of Accounting
Bank of America August 2010 - Present
Citi August 2009 - August 2010
Bessemer Trust February 2009 - August 2009
Credit Suisse October 2007 - February 2009
Bessemer Trust May 2000 - September 2007
UBS December 1997 - April 2000
Skills
SDLC
Education
University of North Carolina at Chapel Hill
MS, Information Science
DWM Advisors, LLC August 2013 - Present
Compass Financial Partners September 2010 - August 2013
Tri Pillar Investments June 2010 - October 2010
Credit Suisse July 2008 - February 2010
Argent Funds Group January 2000 - July 2008
Education
University of North Carolina at Greensboro 1998 — 2000
Master Degree, History
University of North Carolina at Chapel Hill 1993 — 1996
History, Political Science
Invesco PowerShares Global ETFs September 2013 - Present
Credit Suisse 2010 - 2013
Lyxor Asset Management 2007 - 2010
Barclays Global Investors 2005 - 2007
UBS Wealth Management 2003 - 2005
Cazenove PLC 2002 - 2003
Goldman Sachs International 1999 - 2002
Salomon Brothers Inc. 1992 - 1997
The Gulfstar Group, Inc. 1991 - 1992
Skills
ETFs, Hedge Funds, Equities, Investment Banking, Alternative Investments, Fixed Income, Equity Derivatives, Financial Markets, Options, Asset Management, Structured Products, Investments, Derivatives, Trading Systems, Asset Allocation, Trading, Commodity, Portfolio Management, Asset Managment, FX Options, Capital Markets, Electronic Trading, Bloomberg, Series 7, Equity Research, Emerging Markets, Financial Services, Investment Management, Investment Strategies, Hedging, Mutual Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
Master of Business Administration (MBA)
The College of William and Mary in Virginia 1987 — 1991
Bachelor of Arts (BA), Major Degree: Economics & Minor Degree: English Literature
Wells Fargo March 2014 - Present
Credit Suisse January 2013 - February 2014
Credit Suisse November 2009 - December 2012
First Southwest Company June 2007 - July 2009
Vanguard January 2005 - January 2006
Skills
Bloomberg, Derivatives, Fixed Income, Hedge Funds, Structured Products, Swaps, Investments, Credit Risk, Risk Management, Fund Of Funds, Capital Markets, Credit Derivatives, Interest Rate..., Bonds, Financial Markets, Market Risk, Alternative Investments, Structured Finance, Credit Analysis, Counterparty Risk, Quantitative Finance, Due Diligence, Trading, Equity Derivatives, Valuation
Education
University of North Carolina at Charlotte 2006 — 2007
Master of Science, Mathematical Finance
University of North Carolina at Wilmington 1999 — 2003
Bachelor of Science, Finance
Myers Park H.S.
UNIVERSITY OF SWANSEA AT WALES
J.P. Morgan May 2012 - Present
Credit Suisse October 2008 - June 2012
BlueCross BlueShield of NC 2000 - 2002
Skills
Bloomberg, Fixed Income, Series 7, Equity Derivatives, Derivatives, Trading, Financial Markets, Capital Markets, Bonds, Hedge Funds, Investment Banking, Equities, Options, Structured Products
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Credit Suisse 2014 - Present
US Securities and Exchange Commission 2013 - 2013
North Carolina Department of Justice May 2012 - July 2012
Wyrick Robbins Yates & Ponton LLP 2009 - 2011
Skills
Westlaw
Education
UNC Chapel Hill 2011 — 2014
Juris Doctor (J.D.)
University of Notre Dame 2005 — 2009
B.A.
Credit Suisse January 2015 - Present
Credit Suisse January 2014 - December 2014
Credit Suisse February 2012 - December 2013
Skills
Data Analysis, Process Improvement, Microsoft Excel, Financial Services, Operational Excellence, Internal Controls, Microsoft Office, Public Speaking, PowerPoint, Leadership, Derivatives, Project Management, Business Analysis
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.A., Economics; Entrepreneurship and Social and Economic Justice minors
Allscripts March 2013 - Present
Credit Suisse May 2012 - January 2013
Connexion Technologies September 2010 - January 2012
Connexion Technologies January 2010 - August 2010
Personify June 2005 - August 2008
Skills
Business Strategy, Product Management, Telecommunications, Product Development, SAS, Vlookup, Staff Training, Business Analysis, Presentation Development, Contract Management, Report Writing, Competitive Analysis, Excel Services, Data Analysis
Education
University of North Carolina at Chapel Hill 2004 — 2009
Bachelor of Arts (B.A.), Exercise and Sport Science
Credit Suisse May 2007 - Present
Carolina Mobility June 2006 - May 2007
Dunlap-Lilley Properties March 2005 - August 2006
Skills
Account Reconciliation, Accounts Payable, Analysis, Treasury, Financial Analysis, Financial Reporting, Accounting, Tax, Fixed Income, Corporate Finance, Business Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master of Business Administration (MBA)
North Carolina State University 2006 — 2007
Masters, Accounting
University of North Carolina at Chapel Hill 2002 — 2006
Bachelors, Political Science / Management and Society
Bayer CropScience May 2015 - Present
Bayer CropScience September 2013 - May 2015
ARAMARK Healthcare April 2012 - September 2013
Credit Suisse January 2008 - April 2012
Credit Suisse June 2006 - December 2007
Wachovia August 2004 - June 2006
Skills
Financial Analysis, Financial Modeling, Process Improvement, Corporate Finance, Financial Reporting, Financial Accounting, Capital Budgeting, Forecasting, Metrics Reporting, SOX Compliancy, Internal Controls, Balanced Scorecard, Derivatives, Contract Negotiation, Accounts Receivable, Accounts Payable, Cost Accounting, Managerial Finance, Strategic Financial..., Cash Flow, Financial Audits, Essbase, Business Process, Hyperion Enterprise, General Ledger, Accounting, Treasury Management, IFRS, Analysis, Variance Analysis, Management, Internal Audit, Finance, SEC filings, Valuation, Cash Management, Sarbanes-Oxley Act, Consolidation, Banking, Account Reconciliation, Investment Banking, Credit, Mergers & Acquisitions, Auditing, Bloomberg, Risk Management, US GAAP, Financial Forecasting, Budgets, Capital Markets
Education
North Carolina State University
BS in Business Management, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
Credit Suisse April 2011 - Present
Credit Suisse January 2007 - April 2011
Skills
Derivatives, Credit Derivatives, Capital Markets, Fixed Income, Investment Banking, Product Control, Interest Rate..., Structured Products, Swaps, Back Office, CDS, ISDA, Interest Rate Swaps, Financial Services, Credit, Banking, System Administration, SQL, PeopleSoft, Compensation & Benefits
Education
University of North Carolina at Greensboro
Finance
Credit Suisse 2010 - 2012
Skills
Financial Analysis, Investment Banking, Valuation, Financial Modeling, Capital Markets, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill 2001 — 2005
Coleman Research 2014 - Present
Coleman Research Group April 2012 - 2014
Credit Suisse March 2011 - March 2012
Skills
Analysis, Team Leadership, Management, Research, Data Analysis, Microsoft Office
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature/Letters
Wells Fargo Securities March 2012 - Present
Credit Suisse January 2006 - March 2012
US Foodservice November 2003 - December 2005
US Foodservice May 2003 - November 2003
US Foodservice October 2001 - May 2003
First Union National Bank January 1998 - January 2001
Skills
Back Office, Business Process, SDLC, Testing, SharePoint, Unix, Production Support, ITIL, Software Documentation, Databases, Technical Support, Management, Credit Derivatives, XML
Education
University of North Carolina at Charlotte 1997 — 2000
BA, Computer Science
Grifols April 2012 - Present
PRA International June 2009 - March 2012
Credit Suisse August 2008 - June 2009
PL Industries 2006 - 2008
Skills
Analysis, Forecasting, Financial Reporting, Management, Budgets, Project Management, Finance, Microsoft Excel, Business Development, Accounting, Leadership
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
Accounting
Wells Fargo December 2013 - Present
Credit Suisse November 2012 - November 2013
RTI International May 2011 - August 2011
Vector Marketing May 2009 - September 2009
Skills
Microsoft Excel, Microsoft Office, Sales, Conversational French, Spanish, PowerPoint, Leadership
Education
University of North Carolina at Chapel Hill 2008 — 2012
B.A., Economics
Credit Suisse March 2015 - Present
Credit Suisse June 2012 - March 2015
Credit Suisse June 2011 - June 2012
GlaxoSmithKline May 2009 - August 2009
First Line Hockey December 2005 - July 2007
Skills
Data Analysis, Project Management, MS Excel Pivot Tables, Nostro Reconciliation, Account Creation, Data Quality Control, SSI, International..., Reference Data, Misys, Reporting & Analysis, Data Reconciliation, Team Building, PowerPoint
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts, Economics
Hughes Pittman & Gupton LLP November 2012 - Present
Credit Suisse 2010 - January 2013
Skills
CPA, Financial Accounting, Accounting, Account Reconciliation
Education
UNC Chapel Hill
Master, Accounting
Wells Fargo Securities May 2015 - Present
Credit Suisse September 2012 - April 2015
Legal Aid of North Carolina May 2009 - August 2009
Education
University of North Carolina at Chapel Hill 2007 — 2011
BA Management
UNC Kenan-Flagler Business School Certificate Program 2011 — 2012
Business Essentials Certificate Program
Credit Suisse July 2015 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Microsoft Office
Education
University of North Carolina at Chapel Hill 2009 — 2013
Sas June 2015 - Present
3C Institute May 2014 - May 2015
Credit Suisse January 2013 - May 2014
UNCC May 2008 - June 2012
Skills
Computer Security, Network Security, Information Security, Operating Systems, Information Technology, Wireless Networking, Computer Forensics, Linux, Computer Science, Security, Computer Hardware, Computer Repair, System Administration, Computer Maintenance, Emergency Management, Network Administration, CSS, HTML, JavaScript, jQuery, Bootstrap, Responsive Web Design, Laravel, PHP, Agile Methodologies
Education
University of North Carolina at Charlotte 2008 — 2012
Bachelor of Arts (BA), Software and Information Systems
UNCC 2007 — 2012
Bachelor of Arts (B.A.), Software and Information Systems
Wells Fargo Securities July 2011 - Present
Valspar September 2007 - July 2011
Credit Suisse December 2005 - September 2007
Alltel Wireless January 2005 - December 2005
Alltel Publishing July 2003 - January 2005
Skills
C# 4.0, C#, Core Java, Java Enterprise Edition, WPF Development, WinForms, ASP.NET, AJAX, HTML, Microsoft SQL Server, Oracle PL/SQL..., Oracle Discoverer, QlikView Development, Geronimo, Windows Server, HP-UX, Oracle Applications, Spring Batch, Spring, Relationship Management, Product Support, Business Analysis, Solution Architecture, Equities, Fixed Income Technology, Derivatives, Clearing, Sybase, VB.NET
Education
UNC Charlotte
Bank of America June 2013 - Present
Credit Suisse November 2007 - December 2012
Merrill Lynch July 2005 - November 2007
Skills
Capital Markets, Credit Risk
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Science (BS), Business Administration and Economics
Religent Health December 2014 - May 2015
Credit Suisse May 2014 - August 2014
US Environmental Protection Agency (EPA) May 2012 - August 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Bachelor's Degree, Business administration
Credit Suisse February 2011 - Present
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor's degree, Economics