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
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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
Credit Suisse August 2012 - Present
ACS, a Xerox Company September 2011 - August 2012
ACS, a Xerox Company May 2010 - September 2011
Skills
SQL, Analysis, Information Technology, Microsoft SQL Server, SDLC, Databases, IT Management, Networking, Troubleshooting, Disaster Recovery, Technical Support, Servers, Windows Server, iPhone, iPad
Education
University of North Carolina at Wilmington 2006 — 2010
B.A., Political Science
Credit Suisse February 2013 - Present
Skills
Investments, Fixed Income, Equity Trading, Hedge Funds, Client Services, Financial Services, Financial Markets, Capital Markets, Asset Management, Equities
Education
University of North Carolina at Wilmington 2011 — 2012
Master of Business Administration (MBA), International Finance
Universitat de València 2011 — 2012
International Master in Business Administration (iMBA), Global Business/Marketing
University of North Carolina at Wilmington 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Pfizer April 2015 - Present
Credit Suisse July 2013 - April 2015
UNCW Student Government July 2012 - May 2013
UNC Wilmington August 2009 - May 2013
Pfizer, Inc May 2012 - August 2012
Pfizer, Inc May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Office, Data Analysis, Finance, Valuation, Microsoft Word, Leadership, Research, Corporate Finance, Forecasting, Accounting, Market Research, Analysis, Management, Budgets, Customer Service
Education
University of North Carolina at Wilmington 2009 — 2013
BS - Business Administration, Finance
Christian Brothers Academy 2005 — 2009
Credit Suisse January 2014 - Present
Credit Suisse May 2013 - December 2013
Credit Suisse April 2012 - April 2013
Ivy Cottage June 2011 - November 2011
AXA Advisors February 2011 - October 2011
Hawthorne Swim Club June 2010 - August 2010
Skills
Business Planning, Sales, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, Social Media, Marketing Strategy, Outlook, Time Management, Accounting, Teamwork, Account Management, Data Entry, Public Speaking, Risk Management, Management
Education
Universitat de València 2010 — 2011
IMBA, Business Administration
University of North Carolina at Wilmington 2006 — 2011
BS & MBA, Finance, International Finance
PointState Capital April 2013 - Present
Credit Suisse July 2011 - April 2013
Credit Suisse June 2010 - August 2010
Skills
Equities, Trading, Investments, Portfolio Management, Bloomberg, Series 7, Derivatives, Financial Markets, Securities, Hedge Funds, Capital Markets, Trading Systems, FX Options, Commodity, Options, Hedging, Equity Trading, Equity Derivatives
Education
University of Notre Dame 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Credit Suisse July 2015 - Present
Credit Suisse May 2014 - August 2014
SECU July 2012 - August 2012
Skills
Java, Microsoft Office, HTML, SQL, Microsoft Excel, Windows, JavaScript, PowerPoint, Microsoft Word, Teamwork, Photoshop, CSS, Programming, Visual Basic, Databases, SharePoint, Business Analysis, Microsoft SQL Server, Project Management, Analysis, Oracle, Business Intelligence, Access, Visio, VBA, Team Leadership, Data Analysis
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Information Technology
Credit Suisse October 2010 - Present
Morgan Stanley Smith Barney June 2010 - October 2010
Skills
Series 7, Bloomberg, Fixed Income, Series 63, MBS, Bloomberg Terminal, Bonds, Structured Products, Credit, Hedge Funds, Capital Markets, Investments, Equities, Banking
Education
Georgia Institute of Technology 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2006 — 2010
Bachelor, Political Science
Wells Fargo November 2014 - Present
Credit Suisse February 2011 - November 2014
Outback Steakhouse June 2004 - February 2011
Wilmington Investor Network, LLC May 2009 - July 2010
Trident Security Agency November 2003 - April 2004
United States Marine Corps October 1999 - October 2003
Skills
Analysis, Strategy, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office, Market Research, Finance, Investments, Collateral Management, Portfolio Management, Valuation, Customer Service, Management, Investment Banking, Capital Markets, Derivatives, Microsoft Word
Education
University of North Carolina at Wilmington 2008 — 2010
Bachelor of Science, Business Administration; Finance
Cape Fear Community College 2007 — 2008
Degree of Associate, Arts
Credit Suisse May 2014 - Present
Wells Fargo May 2013 - August 2013
Northwestern Mutual August 2012 - April 2013
Seahawk Investment Fund LLC August 2012 - December 2012
M.D. Financial Investments LLC April 2012 - August 2012
Grassroots of Charlotte Landscaping February 2007 - September 2010
Skills
Fixed Income, Bloomberg Terminal, Investment Portfolio..., Financial Modeling, Eagle Scout, Banking, Real Estate Development, Financial Markets, Corporate Finance, Sector Research, Commercial Real Estate, Real Estate Transactions, Bond Markets, Stock Trading, Futures, Foreign Exchange, Interest Rate Risk..., Equity Capital Markets, Equity Research, Technical Analysis, Fundamental Analysis, Value Investing, Portfolio Management, Treasury Management, Project Management, Pitch Books, Working Capital..., Strategic Financial..., Retirement Planning, Life & Health Insurance..., Budget Forecasts, Cash Flow, Personal Financial..., Derivatives, Credit Derivatives, Interest Rate..., FX Derivatives, Energy Derivatives, Derivative Operations, Exchange Traded..., Derivatives Trading, Financial Statements, Financial Statement..., US GAAP, Investment Banking, Leveraged Finance, Syndications, FX Options, Options Strategies, Index Options
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Myers Park High School 2005 — 2009
Credit Suisse August 2015 - Present
Credit Suisse June 2015 - August 2015
Cisco June 2014 - August 2014
Camp Highlands for Boys June 2011 - June 2013
Skills
S&P Capital IQ, Moody's Credit Edge, Microsoft Excel, Tableau, Cyence ExpressOS, Google Analytics, Matlab, Access, Final Cut Pro, PowerPoint, Microsoft Word, Microsoft Office, Leadership
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Applied Mathematics and Statistics
Credit Suisse January 2015 - Present
Notre Dame Football Office August 2014 - Present
Marathon Petroleum Corporation May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Team Leadership, Matlab, Social Media, Research, Microsoft Word, Public Speaking, Data Analysis, Analysis, Teamwork, Engineering, Project Planning, Product Development, Leadership, Customer Service, Biological Physics, Networking
Education
University of Notre Dame 2012 — 2016
Bachelor of Science (BS), Chemical Engineering, Junior
University of Notre Dame London 2013 — 2013
Bachelor of Science (B.Sc.), Chemical and Biomolecular Engineering
Toms River High School East 2008 — 2012
Credit Suisse 2014 - Present
Credit Suisse 2011 - 2013
Credit Suisse 2010 - 2011
Credit Suisse 2007 - 2010
Education
University of Notre Dame 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Fitch Ratings May 2014 - Present
Kroll Bond Rating Agency, Inc. 2013 - April 2014
Morgan Stanley 2010 - 2012
Moody's Investors Service 2002 - 2010
Citi 2001 - 2002
Credit Suisse 2000 - 2001
Skills
Capital Markets, Fixed Income, Investment Banking, Corporate Finance, Valuation, Asset Management, Portfolio Management, Equities, Banking, Financial Markets, Investments, Financial Services, Private Equity, Structured Finance, Financial Modeling, Credit, Finance, Financial Analysis, Hedge Funds, Ratings Advisory, Credit Risk, Derivatives, ABS, Securitization, Structured Products, Financial Structuring, Emerging Markets, Investment Management, Stress Testing, Financial Risk, Bloomberg, Credit Derivatives, Market Risk, Securities, Alternative Investments, Investment Strategies, Loans
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Notre Dame
BS, Applied Physics
Credit Suisse April 2011 - Present
Credit Suisse November 2008 - March 2011
Credit Suisse November 2007 - October 2008
Credit Suisse June 2006 - October 2007
Credit Suisse July 2004 - May 2006
Skills
Fixed Income, Derivatives, Bloomberg, Hedge Funds, Financial Markets, Equity Derivatives, Options
Education
CFA Institute 2007 — 2012
Chartered Financial Analyst Program, Successfully passed all three levels of the CFA examination
University of Notre Dame 1998 — 2002
BA, Finance
Regis High School 1994 — 1998
OpinionLab June 2015 - Present
Credit Suisse January 2014 - June 2015
OpinionLab October 2013 - December 2013
OpinionLab May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Operations Management, Account Management, Market Research, Marketing, Time Management, Advertising, Social Media Marketing, Data Analysis, Project Planning, Team Leadership, Customer Service
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Science (BS), Business Administation (Marketing & Operations Management)
Credit Suisse May 2015 - Present
Credit Suisse May 2010 - April 2015
SECU September 2008 - May 2010
ARAMARK May 2007 - May 2008
Skills
Customer Service, Banking, Loans, Microsoft Office, Microsoft Excel, Retail Banking, Strategic Planning, Credit Analysis, Outlook, Investment Banking, Sales, Mortgage Lending, Process Improvement, Leadership, Project Management, Loan Origination, Public Speaking, Event Planning, Time Management, Account Management, New Business Development
Education
North Carolina State University 2012 — 2014
Master of Business Administration (M.B.A.)
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Credit Suisse September 2015 - Present
Northwestern Mutual May 2011 - Present
Credit Suisse December 2012 - September 2015
Northwestern Mutual May 2011 - May 2012
Ukrop's Supermarket June 2007 - August 2008
Skills
Microsoft Excel, Sales, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Social Media, Leadership, Finance
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor's, Finance
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Science, Business Administration; Finance
nCino, Inc. April 2014 - Present
IGN Entertainment July 2013 - September 2013
Truven Health Analytics May 2012 - July 2013
BluSolutions January 2012 - March 2012
Credit Suisse July 2010 - December 2011
Credit Suisse April 2011 - July 2011
Credit Suisse January 2011 - April 2011
UNC Wilmington May 2008 - June 2010
Skills
Troubleshooting, C#, Software Documentation, Testing, Java, jQuery, MySQL, Microsoft SQL Server, ASP.NET, Integration, Visual Studio, .NET, HTML, Scala, MongoDB, Git, Graphic Design, Web Design, Software Development, Quality Assurance, System Administration, Business Analysis, Desktop Support, Applications Support, Technical Training, Data Analysis, Oracle SQL, Adobe Creative Suite, HTML + CSS, Google Search Appliance, Test Planning, Executing Test Plans, C++, Photoshop, Illustrator, Documentation, Incident Management, ITIL, SQL Server, JSON, XML, Python, Databases, JavaScript, CSS, SQL, Microsoft Office, Web Development
Education
University of North Carolina at Wilmington 2007 — 2010
Bachelors, Computer Science, Digital Art Minor
Wake Technical Community College 2005 — 2007
Computer Science
Jefferies & Company July 2013 - Present
Credit Suisse 1992 - July 2013
Skills
Private Equity, Hedge Funds, Equities, Financial Modeling
Education
University of Notre Dame 1988 — 1992
BBA, Finance
BDT Capital Partners January 2015 - Present
BDT Capital Partners August 2012 - December 2014
Credit Suisse June 2010 - July 2012
Education
Canterbury High School
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Finance
Credit Suisse July 2015 - Present
Skills
Information Technology, Bloomberg Terminal, Financial Accounting, Financial Modeling, Microsoft Excel, Spanish-speaking, PowerPoint, Microsoft Office, Economics, Analysis, Private Equity, Leadership, Management, Investments, Spanish
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration, Finance
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Credit Suisse July 2014 - Present
Credit Suisse July 2012 - July 2014
Credit Suisse February 2010 - July 2012
First Citizens Investor Services May 2009 - March 2010
Northwestern Mutual June 2008 - May 2009
Northwestern Mutual 2008 - 2008
Skills
Series 7, Series 63, Loans
Education
University of North Carolina at Wilmington 2003 — 2007
BA, Psychology
University of North Carolina at Chapel Hill November 2013 - Present
UNCW's Technology Assistance Center January 2012 - June 2013
Credit Suisse June 2012 - August 2012
Computer Task Group January 2012 - March 2012
Skills
Teamwork, Team Leadership, Web Development, Visual Basic, C#, .NET, Technology..., SQL Server 2000-2008, BMC Remedy, OS X, Windows Server 2003, Windows Server 2008, Microsoft Operating..., Microsoft SQL Server, SharePoint, Windows
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Information Systems, Information Technology
Credit Suisse January 2014 - Present
Credit Suisse June 2010 - December 2013
Ernst & Young October 2006 - July 2008
PricewaterhouseCoopers July 2003 - September 2006
Louis Dreyfus July 2002 - July 2003
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Master of Business Administration (MBA), Finance and strategic management
University of Notre Dame 1998 — 2002
Bachelor of Business Administration (BBA), Finance
University of Notre Dame - Mendoza College of Business 1998 — 2002
BBA, Finance
O'Dea High School 1994 — 1998
Credit Suisse First Boston May 2007 - Present
Credit Suisse 2007 - Present
Ground UP Productions December 2005 - Present
Education
North Carolina School of the Arts 2001 — 2005
University of Notre Dame January 2014 - Present
University of Notre Dame April 2013 - Present
Horizon Kinetics LLC June 2014 - August 2014
Credit Suisse June 2013 - August 2013
Prep for Prep July 2011 - July 2011
New York State Public Employees Relations Board June 2010 - July 2010
Skills
Microsoft Office, iWork, Windows, OS X, Microsoft Excel, Problem Solving, Critical Thinking, Public Speaking, Communication Skills, Work Ethic, Creativity
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (BBA), Finance & Political Science
Regis High School 2008 — 2012
High School
Credit Suisse June 2012 - Present
PPD March 2012 - June 2012
US Air Force Reserve November 2003 - November 2011
United States Air Force November 2003 - May 2008
LCRA March 2001 - March 2002
Skills
Westlaw, PeopleSoft CRM, Maximo, Claims Management, Torts, Case Management, Supplier Diversity, Legal Research, Military, Legal Writing, Editing, Risk Management, SEO, Sarbanes-Oxley Act, Cross-functional Team...
Education
University of North Carolina at Wilmington 2010 — 2012
Bachelor of Business Administration, Finance
Wayne Community College 2008 — 2010
Associate of Arts, Business Administration
Lucy Burns Institute April 2013 - Present
EAGNews.org November 2012 - April 2013
RebelPundit.com May 2012 - April 2013
West Suburban Living Magazine December 2011 - March 2013
BP Capital Management May 2009 - December 2011
Chicago Sun-Times October 2010 - June 2011
UPchicago.com March 2010 - December 2010
Credit Suisse May 2008 - August 2008
Skills
Writing, Journalism, Investigative Research, Investigative Reporting, Copy Editing, Research Information, Social Networking, On-camera Interviewing, Videography, Video Editing, Still Photography, Politics, Policy Research, Financial Analysis, Magazines, Feature Articles, Editing, Social Media
Education
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Benet Academy Catholic Preparatory High School 2001 — 2005
Credit Suisse July 2014 - Present
Credit Suisse April 2001 - June 2014
UBS July 2000 - April 2001
Skills
Investments, Investment Banking, Strategy, Valuation, Financial Modeling, Equities, Capital Markets, Portfolio Management, Fixed Income, Private Equity, Derivatives, Alternative Investments, Securities, Hedge Funds, Bloomberg
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Finance and Business Economics
Evolent Health May 2015 - Present
Accenture July 2013 - May 2015
Credit Suisse May 2012 - August 2012
GE Capital May 2011 - August 2011
Skills
Leadership, Software Development, Business Analysis, Change Management
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Information Technology Management
Credit Suisse July 2013 - Present
Credit Suisse March 2012 - July 2013
Credit Suisse January 2010 - March 2012
Construction Imaging Systems July 2009 - December 2009
UNCW October 2008 - August 2009
Skills
Software Development, SQL, Microsoft SQL Server, C#, Java, Troubleshooting, ASP.NET, Disaster Recovery, Databases, Oracle, Project Management, Perl, Unix
Education
East Carolina University 2014 — 2016
Master's Degree - Distance Ed, Computer Software Engineering
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science, Computer Science
D.B. McKenna & Co., Inc. November 2006 - Present
Bennington Financial Planning Group June 2010 - Present
Credit Suisse June 2004 - October 2006
Skills
Wealth Management, Mutual Funds, Investments, Asset Management, Retirement, Banking, Insurance, Loans, Investment Advisory, Asset Allocation, Series 7, Investment Strategies, Securities, Alternative Investments, Retirement Planning, Series 63, Financial Advisory
Education
University of Notre Dame 2000 — 2004
Bachelor of Arts (BA), Political Science
Mount Anthony Union High School 1996 — 2000
Credit Suisse July 2012 - Present
Credit Suisse May 2011 - August 2011
Skills
Management, Spanish
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Science (B.S.), Information Technology Management and Political Science
Gwynedd Mercy Academy High School 2004 — 2008
University of Notre Dame
UBS March 2009 - Present
Credit Suisse November 2000 - March 2009
Donaldson, Lufkin & Jenrette August 1995 - November 2000
Kidder Peabody 1983 - August 1995
Education
University of Notre Dame 1972 — 1976
Bachelor of Science, Business Administration
Accenture August 2013 - Present
Reckers January 2010 - May 2013
Credit Suisse May 2012 - August 2012
Associated Hygienic Products, LLC May 2011 - August 2011
University of Notre Dame January 2011 - May 2011
Vector Marketing June 2010 - August 2010
Skills
Management, Microsoft Office, HTML, Team Leadership, Risk Assessment, Cloud Security, Public Speaking, SIEM, SharePoint, RSA Security Analytics, Identity & Access..., Cloud Computing, InfoPath, CSS, Java, Red Hat Linux, Bash Scripting
Education
University of Notre Dame 2009 — 2013
Bachelors in Business Administration, IT Management
OpinionLab August 2015 - Present
Credit Suisse July 2014 - September 2015
PPD December 2013 - July 2014
PPD June 2013 - December 2013
New Hanover Regional Medical Center January 2013 - May 2013
Skills
Time Management, Leadership, Microsoft Office, PowerPoint, Outlook, High Organizational..., Highly detail oriented, Communication Skills, Access, Microsoft Excel, Analytical Skills, MS Excel Pivot Tables, Teamwork
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor of Science, Business Administration, Operations Management, GPA 3.58
Industrial Color May 2014 - Present
Credit Suisse July 2012 - May 2014
Education
University of Notre Dame 2008 — 2012
BS, Computer Engineering
Prism Partners International March 2013 - Present
TPG Global, LLC December 2008 - March 2013
Credit Suisse August 2001 - December 2008
KPMG US 1993 - 2001
Skills
Restructuring, Financial Services, Capital Markets, Internal Controls, Change Management, Private Equity, Risk Management, Accounting, Asset Managment, Investment Banking, Corporate Governance, Business Strategy, Corporate Finance, Financial Analysis, Strategic Planning, Alternative Investments, Process Improvement, Business Planning, Management Consulting, Financial Reporting, Auditing, Business Alignment, International Business, Organizational..., Organizational Design, Organizational Structure, Organizational..., Organisational Alignment, Organizational..., Organizational..., Organizational Culture, Strategy, Strategy Alignment, Strategic Leadership, Strategic Thinking, Strategic Communications, Strategic Consulting, Strategic HR, Culture, Culture Change, Cultural Transformation, Role Mapping, Role Alignment, Competency Analysis, Competency Assessment, Governance, Talent Management, Situational Leadership, Personality Assessment, DISC
Education
University of Notre Dame 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Credit Suisse May 2013 - Present
Credit Suisse February 2011 - May 2013
UNCW Police Department January 2010 - February 2011
Gena Walling McCray, PLLC May 2007 - January 2011
Credit Suisse June 2010 - August 2010
UNCW Police Department March 2009 - January 2010
Gena Walling McCray, PLLC November 2007 - December 2008
Skills
Oracle SQL, Unix, Batch Processing, Perl, Unix Shell Scripting, Software Project..., Business Analysis, Production Support, Management, Training, Security, Databases, SQL, Oracle
Education
University of North Carolina at Wilmington 2009 — 2011
Bachelor of Science, Business Administration, Summa Cum Laude
University of North Carolina at Wilmington 2008 — 2010
Bachelor of Science, Business Administration; Management Information Systems
Vance-Granville Community College 2007 — 2009
Associate in Science, College Transfer
Vance-Granville Community College 2006 — 2008
Associate, Arts
SunTrust Bank 2014 - Present
Credit Suisse 2006 - 2013
Credit Suisse 2002 - 2006
Columbia University 2001 - 2004
Tallan 1999 - 2001
Skills
Quantitative Finance, Bloomberg, Java, Financial Modeling, Fixed Income, Equities, Derivatives, Capital Markets, Hedge Funds, Investments, Financial Statements, Excel VBA, Financial Analysis, Quantitative Analytics, Equity Valuation, Thomson MarketQA, CompuStat, WorldScope, IBES, FactSet, Barra, Advanced Excel, Perl, SQL, Unix, batch processing scripts, VBA
Education
University of Notre Dame
BS, Computer Science in Engineering
University of Notre Dame May 2015 - Present
Goldman Sachs September 2015 - September 2015
Dearborn Capital Management, LLC July 2015 - August 2015
Credit Suisse July 2015 - July 2015
Shenzhen Stock Exchange May 2015 - July 2015
Bank of America Merrill Lynch May 2015 - May 2015
Guosen Securities December 2014 - January 2015
Education
University of Notre Dame 2013 — 2017
Bachelor of Business Administration (BBA), Finance & Mathematics
Farallon Capital Management October 2008 - Present
Credit Suisse September 2000 - October 2008
Donaldson, Lufkin & Jenrette September 1998 - June 2000
Skills
Hedge Funds, Equities, Bloomberg, Troubleshooting, Investment Banking, Vendor Management, IT Management, IT Strategy
Education
University of Portland 1996 — 1998
Masters in the Art of Teaching
University of Notre Dame 1992 — 1996
Bachelor of Science (B.S.), Mathematics
Credit Suisse July 2015 - Present
UNCW Campus Recreation May 2014 - May 2015
UNC Wilmington April 2013 - May 2015
Credit Suisse May 2014 - August 2014
ARAMARK August 2012 - May 2014
McLaurin Parking June 2009 - August 2013
Triangle Aquatic Center June 2009 - June 2013
Skills
PowerPoint, Teamwork, Customer Service, Team Leadership, C++, Social Media, Social Networking, Microsoft SQL Server, Microsoft Excel, Twitter, Facebook, Data Entry, Google+, Access, Social Media Marketing, Analysis, Visio, Troubleshooting, SharePoint
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems, Magna Cum Laude
University of Wollongong 2013 — 2013
Mercer Investments May 2013 - Present
Credit Suisse July 2010 - May 2013
Northwestern Mutual Financial Network August 2008 - July 2009
Skills
Microsoft Office 2007, SAS, SQL
Education
University of North Carolina at Wilmington 2006 — 2010
BS, Business Administration: Economics and Finance, 3.71
HGGC August 2015 - Present
Credit Suisse July 2013 - June 2015
Credit Suisse June 2012 - August 2012
Cedar Fair Entertainment Company May 2011 - August 2011
Conatus Capital Management LP May 2011 - May 2011
Skills
Financial Modeling, corpoarte valuation, Fundamental Analysis
Education
University of Notre Dame 2009 — 2013
BBA, Finance
Stephen T. Badin High School
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Notre Dame Football August 2010 - May 2014
Notre Dame Football August 2012 - December 2012
Girls On The Run Michiana January 2012 - May 2012
Skills
Management, Coaching, Recruiting, Interviews
Education
University of Notre Dame 2010 — 2015
Bachelor of Science (BS), Science-Business
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA)
GTCR LLC July 2014 - Present
Credit Suisse July 2012 - June 2014
Credit Suisse June 2011 - August 2011
Arsenal Capital Partners June 2010 - July 2010
Education
University of Notre Dame 2008 — 2012
BBA, Finance, Spanish
Robbinsdale Armstrong High School 2004 — 2008
GTCR LLC July 2015 - Present
Credit Suisse June 2013 - June 2015
University of Notre Dame March 2012 - April 2013
Credit Suisse May 2012 - August 2012
University of Notre Dame March 2011 - March 2012
PNC May 2011 - August 2011
University of Notre Dame April 2010 - March 2011
Skills
Bloomberg Terminal, Excel, C++, Investment Banking, Financial Modeling, Data Analysis, Access, Statistics, Matlab, VBA, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Research, Corporate Finance, Bloomberg, Finance
Education
University of Notre Dame 2009 — 2013
Bachelor's Degree, Finance and Mathematics
University of Notre Dame-London Centre 2010 — 2010
Credit Suisse February 2015 - Present
Willis Re July 2014 - February 2015
Guaranteed Rate June 2013 - August 2013
University of Notre Dame June 2011 - August 2012
Skills
Microsoft Office, Mortgage Lending, Series 7, Series 63
Education
University of Notre Dame 2010 — 2014
Bachelor's degree, Finance
The Walsh Group - Walsh Construction & Archer Western May 2015 - August 2015
Credit Suisse May 2014 - August 2014
GE Capital May 2013 - August 2013
Jebbit March 2013 - May 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Access, Time Management, Data Analysis, Accounting, Critical Thinking
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
Credit Suisse July 2012 - Present
Student Union Board April 2011 - May 2012
Credit Suisse June 2011 - July 2011
University of Notre Dame 2011 - 2011
Solais Lighting, Inc. June 2010 - August 2010
Burnham Securities Inc. May 2009 - June 2009
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA)
University of Notre Dame - Mendoza College of Business 2008 — 2012
BA, AL, Information Technology Management, Philosophy
Funding Circle USA April 2015 - Present
Funding Circle USA October 2014 - April 2015
Credit Suisse June 2012 - June 2014
Credit Suisse June 2011 - August 2011
Skills
Finance, Fixed Income, Credit Analysis, Credit Derivatives, Portfolio Management, Capital Markets, Investments, Financial Modeling, Valuation, Interest Rate..., Microsoft Excel, Bloomberg, Hedge Funds, Investor Relations, Alternative Investments, Financial Technology
Education
University of Notre Dame 2008 — 2012
Bachelor's Degree, Economics and Political Science
University of Notre Dame London Program
International Studies
2015 Level II Candidate in the CFA Program
Credit Suisse May 2015 - Present
Jordan Energy & Food Enterprises, LLC May 2014 - Present
Discovery Place, Inc. November 2009 - April 2012
Education
University of Notre Dame 2012 — 2016
Bachelor of Science (B.S.), Mechanical Engineering, Senior
University of Notre Dame in England 2014 — 2014
Weddington High School 2008 — 2012
High School Diploma
Credit Suisse July 2014 - Present
Credit Suisse May 2013 - July 2013
Skills
C#, Java, JavaScript, PL/SQL, SQL, Orchestration, Python, Hadoop, Visual Studio, SAS Programming
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Science (B.S.), Mathematics and Computer Science, 3.7 GPA
Divide™ January 2014 - May 2014
Credit Suisse October 2012 - December 2013
Credit Suisse July 2011 - October 2012
University of Notre Dame, NCAA Athletics August 2007 - August 2011
Skills
Business Analysis, Leadership, Data Analysis, Coaching, Recruiting, Event Planning, Unix Shell Scripting, Research, System Administration, Financial Analysis, Photography, CRM, Production Support, Product Marketing, Information Technology, Public Speaking, Project Management, Application Architecture, Technology Integration, Manage Client..., Remedy Ticketing System, End User Training, Software Quality..., Regression Testing, IT Operations, Decommissioning, Mainframe Testing, Release Management, Philanthropy, Corporate Recruiting, Intercollegiate..., Helping Clients, Educational Leadership, Applications, Technical Documentation, Mobile Devices, Android, Mobile Device Management, Product Launch, Document Management, Enterprise Mobility, Marketing, Management, Social Media
Education
University of Notre Dame 2007 — 2011
Arts and Letters, Political Science and Computer Applications
Tomball High School 2004 — 2007
Schwab Performance Technologies January 2013 - Present
PNC April 2011 - January 2013
Credit Suisse August 2010 - April 2011
Skills
Fixed Income, Analysis, Equities, Finance, Sales, Investments, Loans, Relationship Management, Credit, Financial Analysis, Microsoft Excel, Banking
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science, Business Administration, Finance & Economics
IronBridge Capital Management April 2009 - Present
Credit Suisse November 2000 - April 2009
Ernst & Young LLP May 1998 - November 2000
Skills
Equities, Equity Research, Valuation, Investments, Portfolio Management, Capital Markets, Financial Modeling, Equity Valuation, Bloomberg, Asset Managment, Derivatives, Investment Banking, Financial Analysis, Asset Allocation, Private Equity, Series 7, Options
Education
University of Notre Dame 1995 — 1998
Bachelor of Business Administration (B.B.A.), Accounting, Computer Applications
RCP Advisors May 2015 - Present
River Branch Holdings LLC October 2014 - April 2015
River Branch Holdings LLC July 2013 - September 2014
Credit Suisse July 2011 - June 2013
Education
University of Notre Dame 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Credit Suisse July 2012 - Present
Siemens Healthcare June 2010 - September 2010
Brock & Scott, PLLC March 2009 - December 2009
Jos. A. Bank Clothiers July 2008 - March 2009
Skills
Microsoft Excel, Sales, Customer Service, Microsoft Word, Microsoft Office, Financial Analysis, PowerPoint, Strategic Planning, Market Research, Social Media, Finance
Education
University of North Carolina at Wilmington 2010 — 2012
MBA, International Finance
Universitat de València 2010 — 2011
IMBA, International Business
University of North Carolina at Wilmington 2006 — 2010
BS, Finance
Silicon Valley Bank October 2011 - Present
MMV Financial May 2010 - September 2011
Pinnacle Ventures 2002 - May 2010
Credit Suisse First Boston July 1998 - November 2002
Credit Suisse 1997 - 2002
Deustche Morgan Grenfell Technology Group 1997 - 1998
Bank of America May 1994 - November 1997
Banc of America Securities 1994 - 1997
Continental Bank 1980 - 1994
Continental Illinois Bank 1980 - 1994
Skills
Capital Markets, Mergers, Finance, LBO, Venture Capital, Corporate Finance, Financial Modeling, Investment Banking, Valuation, Due Diligence, Leadership, Mergers & Acquisitions, Private Equity, Risk Management, Start-ups, Equities, Entrepreneurship, Fixed Income, Investments, Leveraged Finance, Portfolio Management, Strategy, Financial Structuring, Management, Corporate Development
Education
University of Notre Dame 1976 — 1980
BBA, Finance
ADI Partners June 2013 - Present
J.H. Whitney & Co. August 2012 - May 2013
Harris Williams & Co. June 2010 - July 2012
Credit Suisse June 2007 - June 2009
Skills
Investment Banking, Mergers & Acquisitions, Recapitalizations, Buyouts, Middle Market
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2010
MS, Finance
University of North Carolina at Wilmington 2003 — 2007
BS, Economics
Credit Suisse July 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Java, Customer Service, Research, Teamwork, Social Media, English, SQL, HTML, Time Management, Databases, C#
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Science (BS), Computer Science
Credit Suisse October 2012 - Present
Credit Suisse July 2011 - October 2012
Applied Investment Management Class August 2010 - December 2010
Credit Suisse June 2010 - August 2010
Education
University of Notre Dame 2007 — 2011
BBA, finance, mathematics, 3.85
Tallgrass Energy November 2012 - Present
GTCR Golder Rauner July 2011 - November 2012
Credit Suisse June 2009 - July 2011
Skills
Private Equity, Financial Institutions, Industry Analysis, M&A due diligence, Financial Modeling, Investments, Industry Research, Financial Analysis, Financial Accounting, Investment Banking, Financial Advisory, Corporate Transactions, Valuation, Commercial Banking, Wealth Management, Finance, Due Diligence, Portfolio Management
Education
University of Notre Dame
Finance, Economics
Rockhurst High School
Credit Suisse September 2012 - Present
Advanced Medical Solution 2010 - 2011
Skills
Home Care, Microsoft Office
Education
University of North Carolina at Wilmington 2011 — 2012
IMBA, International Finance
University of North Carolina at Wilmington 2006 — 2011
Bachelor’s Degree, Business Administration - Concentration Economics and Finance with a Minor in Psychology
Credit Suisse October 2014 - Present
New Hanover Regional Medical Center May 2013 - April 2014
UNC Wilmington September 2012 - December 2012
Super Bilo June 2010 - December 2012
Skills
Time Management, Interpersonal Skill, Problem Solving, Dependable Team Player, Communicates Effectively, Computer Literate, Conflict Management, Customer Service, Leadership, PowerPoint
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Science (BS), Finance, General
Weddington High School 2006 — 2010
Coldwell Banker HPW January 2014 - Present
Credit Suisse October 2006 - June 2015
Paychex September 2003 - October 2006
General Dynamics July 2002 - April 2003
Belk January 1997 - July 2002
Skills
Account Reconciliation, Microsoft Excel, Financial Reporting, Business Development, Microsoft Office, Business Strategy, Financial Analysis, Finance, Accounting, Customer Satisfaction, Business Analysis, Business Process..., Business Planning, Organization, Cross-functional Team..., Collaboration, Strategic Planning, Multi Tasking, User Acceptance Testing, Equities, Data Analysis, Financial Modeling, Corporate Finance, Process Improvement, Banking, Strategic Financial..., Investment Banking, Bloomberg, Sarbanes-Oxley Act, Financial Risk, Analysis, Project Management, Financial Audits, Payroll, Forecasting, Risk Management, Essbase, Financial Markets, Portfolio Management, IFRS, Derivatives, Securities, Investments, Internal Controls, Fixed Income, Product Control, Managerial Finance, Financial Accounting, Credit, Credit Analysis
Education
University of North Carolina at Wilmington 1999 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Credit Suisse April 2000 - Present
Credit Suisse 2005 - 2007
Self-Employed June 1998 - December 2002
University of Notre Dame June 1996 - May 1998
Skills
Investment Banking, Capital Markets
Education
University of Notre Dame Law School 1993 — 1996
JD, Law
University of Notre Dame 1989 — 1993
Bachelor of Arts, Government
JFK 1985 — 1989
High School Diploma
Mizuho Securities USA Inc. August 2015 - Present
Credit Suisse November 2008 - August 2015
Northwestern Mutual Financial Network July 2006 - October 2008
Information Technology Services Division at University of North Carolina at Wilmington May 2004 - May 2008
Skills
Financial Analysis, Prime Brokerage, Banking, Customer Service, Microsoft Excel, Microsoft Office, Economics, Risk Management, Fixed Income, Excel, Access, Bloomberg, Hedge Funds, Options, Middle Office, Equities, Leadership, Derivatives, Investment Banking
Education
University of North Carolina at Wilmington 2004 — 2008
B.A., Finance and Economics
Millbrook High School 2000 — 2004
Durant Middle School
Credit Suisse August 2002 - Present
Credit Suisse HOLT 2002 - Present
PricewaterhouseCoopers August 1999 - August 2002
Education
University of Notre Dame 1995 — 1999
Stagg
Reed Elsevier April 2012 - Present
Thomson Reuters January 2006 - October 2011
Credit Suisse 2005 - 2006
Mystech 1997 - 1998
Skills
Agile Methodologies, Agile Project Management, Enterprise Architecture, Integration, SDLC, SOA, Scrum, Software Development, Application Architecture, Web Services, Software Engineering, Agile, Software Development..., Technical Leadership, Architecture, System Architecture, Healthcare, Healthcare Information..., Java Enterprise Edition, Release Management, Iterative, Waterfall, Distributed Systems, Scalability, N-tier, Offshoring, Middleware, Product Strategy, EAI, Product Integration, Development Management
Education
University of North Carolina at Wilmington
Bachelor's degree, Computer Science
The Mortgage Company July 2015 - Present
BBVA Compass December 2014 - July 2015
Impac Mortgage February 2014 - November 2014
The Mortgage Company May 2010 - February 2014
Colorado Escrow and Title 2009 - May 2010
Capital Development LLC 2008 - 2008
Credit Suisse 2007 - 2008
Countrywide 2003 - 2007
Prime Funding Source 2000 - 2003
PCFS 1996 - 2000
Skills
Mortgage Banking, Sales, FHA financing, VA Lending, Mortgage Lending, Jumbo Mortgage, Territory Development, Commercial Lending, Credit Analysis, FHA, Loan Origination, Loans, Real Estate, Refinance, VA loans, Sales Operations, Underwriting, Short Sales, USDA, VA Loans, Residential Mortgages
Education
University of Northern Colorado 1985 — 1990
Bachelor of Science (BS), Business Administration
University of Northern Colorado 1985 — 1990
business
St. Mary's
EndoChoice November 2014 - Present
Genser & Genser, LLC July 2013 - Present
Mom Corps December 2011 - July 2013
Genser & Genser, LLC February 2003 - December 2011
Credit Suisse January 1998 - May 2000
Arthur Andersen, LLC January 1995 - January 1998
Skills
Accounting, Start-ups, Financial Analysis, QuickBooks, Small Business, Management Consulting, Strategic Planning, Business Strategy, Budgets, Finance, Business Planning, Mergers & Acquisitions, Corporate Tax, Entrepreneurship, Strategic Financial..., Team Building, New Business Development, Financial Reporting, Financial Accounting, Forecasting
Education
University of North Texas 1993 — 1994
Master's Degree, Accounting with Emphasis in Audit
University of North Texas 1989 — 1993
Bachelor of Science (BS), Accounting and Finance
Credit Suisse January 2005 - April 2008
Societe Generale July 2004 - December 2004
Constellation Financial Management December 1999 - June 2004
Loomis, Sayles & Company September 1996 - November 1999
Amas Securities Incorporated February 1995 - August 1996
Education
University of Northern Colorado
Bachelor of Arts (B.A.), Economics
DIP CMI July 2014 - Present
Transpagos January 2008 - Present
Accenture September 2011 - July 2014
Credit Suisse 2005 - 2007
Credit Suisse 2005 - 2007
Skills
CSS, HTML, JavaScript, Project Management, Team Leadership, E-commerce, Software Development, Requirements Analysis, SharePoint, Business Intelligence, Management Consulting
Education
University of Notre Dame 2010 — 2011
Masters in Science, Engineering, Science and Technology Entrepreneurship Masters
University of Notre Dame 2001 — 2005
Bachelor of Science (B.S.), Science Business
Credit Suisse 2009 - Present
Lehman Brothers November 2005 - June 2009
Mizuho Capital Markets 1991 - 2002
Skills
Fixed Income, Credit Derivatives, Equities, Financial Modeling, Product Control, Market Risk, Bloomberg, Credit Risk, Corporate Finance, Capital Markets, Structured Products, Derivatives, Investment Banking, Options, FX Options, Hedge Funds, Interest Rate..., Middle Office, Alternative Investments, Operational Risk, Swaps, Equity Derivatives, Trading Systems, Electronic Trading, Trading, Valuation, Risk Management
Education
University of Notre Dame
Clean Air Lawn Care, Inc July 2015 - Present
Inther Group July 2014 - Present
Dow Electronics August 2010 - July 2014
Thistle Meadow Winery/Grapestompers, Inc January 2009 - May 2010
Credit Suisse August 2007 - May 2008
Skills
Sales Operations, Account Management, Sales, B2B, New Business Development, Business Development, Advertising Sales, Management, Email Marketing, Negotiation, Selling, Retail, Cold Calling, Consultative Sales..., Marketing Communications, Sales Support, Small Business..., Logistics, Large Systems..., Supply Chain Management, Supply Chain..., Warehouse Management, Warehouse Control, Warehouse Automation, Order Picking, Pick & Pack, Pick to Light, Leadership, Customer Service
Education
University of North Carolina at Wilmington 2003 — 2007
Bachelor of Science, Business Administration; Marketing
Alleghany High School 2000 — 2003
IBM May 2014 - Present
BB&T December 2011 - March 2013
Wells Fargo (Contractor) September 2010 - October 2011
Wells Fargo (Contractor) February 2010 - June 2010
Credit Suisse July 2009 - November 2009
FirstPlace IT (contracted with Wachovia, A Wells Fargo Company) November 2008 - May 2009
Railinc (Contractor) May 2008 - September 2008
EDS, an HP company October 2001 - April 2008
CSC (Contractor) June 2000 - May 2001
Electronic Data Systems Corporation September 1999 - June 2000
Skills
Solaris, Veritas Volume Manager, AIX, Veritas Cluster Server, Netbackup, Sun, Unix, Red Hat Linux, Ksh, HP-UX, Cluster, RedHat
Education
University of North Texas 1987 — 1992
BSCS, Computer Science
University of North Texas 1987 — 1992
BS, Computer Science/Mathematics
Credit Suisse January 2015 - Present
Credit Suisse November 2013 - Present
Credit Suisse October 2012 - October 2013
Credit Suisse July 2011 - October 2012
Credit Suisse May 2010 - August 2010
University of Notre Dame May 2009 - May 2010
Skills
Financial Analysis, Investments, Financial Modeling, Data Analysis, Valuation, Microsoft Excel, Bloomberg, Matlab, Microsoft Office, Research, SQL, PowerPoint, Business Analysis, VBA, FpML, Series 7, Series 63
Education
University of Notre Dame 2007 — 2011
B.S., Chemical Engineering
Blessed Trinity Catholic High School 2003 — 2007
High School Diploma
Credit Suisse June 2010 - Present
Octagon August 2005 - June 2010
Education
North Georgia College and State University
Accounting and Finance
Windstream Hosted Solutions June 2013 - Present
Winston Joseph September 2012 - June 2013
Credit Suisse July 2012 - September 2012
Moss Building Company/United Medical September 2006 - June 2012
Millwork Specialties, Inc. June 2003 - September 2006
Flaming Amy's Burrito Barn October 2001 - June 2003
Motorola July 1998 - July 2001
US Army June 1994 - July 1998
Skills
Software Installation, VMware, Virtualization, Hardware Installation, Windows Configuration, Technical Support, Hardware Support, Networking, Microsoft Operating..., Hyper-V, Windows 7, Construction Management, Project Management, Contract Management, Value Engineering, MS Project, Change Orders, Renovation, Project Planning, Pre-construction, Project Estimation, Process Scheduler, Microsoft Office, Windows Server, Windows Vista, Windows XP Pro, Phone Skills, Adobe Acrobat, Computer Hardware, Software, VirtualBox, Virtual Server, Virtual PC, Training, Windows, Project Coordination, Data Center, Cisco Technologies, Network Administration, Disaster Recovery, System Administration, IT Management, Managed Services, SharePoint, Telephone Skills, Troubleshooting, Switches, Information Technology, Active Directory, XP
Education
University of North Carolina at Wilmington 2001 — 2004
Bachelor of Arts (B.A.), Health and Physical Education
My Computer Career 2011 — 2012
Certifications, Information Technology
Wake Technical Community College 1999 — 2001
Associate's degree, Major Transfer Studies
Credit Suisse February 2014 - Present
Credit Suisse June 2011 - February 2014
Oxford University Press April 2011 - June 2011
Revived Computer Services LLC November 2010 - April 2011
Cooperative Fund of New England August 2008 - December 2008
Lowes Foods November 2007 - August 2008
Lowes Foods. Night crew October 2006 - April 2007
Skills
Active Directory, Windows 7, Troubleshooting, XP, Help Desk Support, Technical Support, VPN, Networking, Operating Systems, Hardware, TCP/IP, Software Installation, Citrix, Laptops, Routers, Windows, Printers, Windows Vista, SharePoint, Data Center, Access, Disaster Recovery, Storage, Software Documentation, Information Technology, System Administration, Computer Repair, Computer Security, Blackberry, Computer Hardware, System Deployment, Integration, Blackberry Enterprise..., BMC Remedy, Microsoft Exchange, DNS, VMware ESX, Security, DHCP, Windows XP
Education
University of North Carolina at Wilmington 2005 — 2009
BS, Business Administration Management Information Systems
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Business Administration (B.B.A.), Management Information Systems and Services
RBC Capital Markets October 2012 - October 2014
Credit Suisse August 2010 - September 2012
JP Morgan August 2001 - July 2010
Goldman Sachs September 1979 - March 2001
Skills
Derivatives, Fixed Income, Trading, Financial Markets, Capital Markets, Options, Bloomberg, Commodity, Series 7, Series 63, Bonds, Interest Rate..., Electronic Trading, Trading Systems, Alternative Investments, Equity Derivatives, Asset Management, Hedging, Prime Brokerage, Technical Analysis, Equities, Swaps, Securities, Portfolio Management, Hedge Funds, Investments, Valuation, FX Options, Proprietary Trading, Structured Products
Education
University of Notre Dame 1975 — 1979
BA, Economics
Pace Global, A Siemens Business 2014 - Present
Pace Global, A Siemens Business 2013 - 2014
Pace Global, A Siemens Business 2011 - 2013
Shinyoung Securities Co., Ltd. June 2010 - August 2010
Credit Suisse June 2008 - August 2008
Kang & Company December 2007 - January 2008
Skills
Financial Modeling, Energy, Economics, Data Analysis, Analysis, Microsoft Excel, Bloomberg, Valuation, Teamwork, Risk Management, Strategy, Energy Markets, Natural Gas, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Investments, Customer Service, Matlab, Power Plants, Hedging, Swaps, Options Strategies, Monte Carlo Simulation, Hedge Accounting, Client Presentation, Persuasive Presentations, Futures, Forwards, Derivatives, Nonprofits
Education
University of Notre Dame - Mendoza College of Business 2006 — 2011
Bachelor of Business Administration (BBA), Mathematics, Finance
University of Notre Dame 2006 — 2011
Bachelor of Business Administration (BBA), Finance, Mathematics
Westminster School 2003 — 2006
Passed Level II of the CFA Program
Koszut, Hynes & Shannon - Wealth and Insurance Services April 2012 - Present
JPS ADVISORY SERVICES, INC May 2010 - April 2012
Credit Suisse 2008 - 2010
Lehman Brothers 2006 - 2008
CME - EURODOLLARS 1993 - 2005
Skills
Series 7, Investments, Asset Allocation, Equities, Trading, Insurance, Asset Management, Commodity, Alternative Investments, Securities, Options, Trading Systems, Derivatives, Hedge Funds, Financial Markets, Electronic Trading, Capital Markets, Fixed Income, FX Options
Education
University of Notre Dame 1987 — 1991
BA, English
Goldman Sachs September 2014 - Present
CSG Investments September 2013 - September 2014
Notre Dame Office of Information Technologies August 2009 - May 2013
Credit Suisse May 2012 - August 2012
Office of Naval Intelligence June 2011 - August 2011
Reuben Johnson & Son, Inc. May 2009 - August 2009
Skills
Microsoft Excel, Adobe Creative Suite, Mac and PC platforms, Research, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Teaching, Editing, Social Media, Event Planning, Facebook, Technical Writing, Social Networking, Microsoft SQL Server, Bloomberg Terminal
Education
University of Notre Dame 2009 — 2013
B.S., Mathematics
University of Notre Dame 2009 — 2013
Bachelor's degree, Mathematics
Credit Suisse August 2012 - Present
Skills
Microsoft Excel, Risk Management
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration, Finance
Credit Suisse September 2012 - Present
Credit Suisse August 2011 - October 2012
Credit Suisse October 2009 - August 2011
Deutsche Bank 2007 - 2009
Deutsche Bank 2006 - 2007
Deutsche Bank 2006 - 2007
Skills
Derivatives, Trading, Settlement, Equities, Prime Brokerage, Risk Management, Equity Trading, Fixed Income, Investment Banking, Banking, Middle Office, Bloomberg, Capital Markets, Series 7, ETFs, Credit Derivatives, Financial Services, Finance, Hedge Funds, FINRA, Private Banking, Securities, FX Options, Swaps, Back Office
Education
University of North Carolina at Wilmington 2001 — 2005
BS, Finance, International Business, Spanish
CaptureRx February 2015 - August 2015
Medicine Access and Compliance Coalition September 2013 - February 2015
Tauzin Consultants, LLC April 2012 - September 2013
Credit Suisse May 2010 - April 2012
Skills
Financial Modeling, Leadership, PowerPoint, Financial Analysis, Microsoft Office, Investments, Microsoft Excel, Finance, Management, Data Analysis, Analysis, Research, Marketing, Strategic Planning, Market Research
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor's of Business Administration, Economics
Credit Suisse August 2007 - Present
Commerzbank AG August 2005 - July 2007
Education
University of Notre Dame 2001 — 2005
BA, Finance
BDT Capital Partners September 2015 - Present
Credit Suisse January 2014 - August 2015
Credit Suisse July 2010 - December 2013
Credit Suisse July 2007 - June 2010
UBS Investment Bank May 2006 - August 2006
Deloitte June 2005 - August 2005
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MS, Accountancy
University of Notre Dame 2002 — 2006
BBA, Accountancy
Loyola High School of Los Angeles 1998 — 2002
Credit Suisse June 2014 - Present
Credit Suisse July 2013 - June 2014
Credit Suisse July 2011 - July 2013
Education
University of Notre Dame 2007 — 2011
Bachelor of Business Administration (BBA), Finance
R65 Labs June 2015 - Present
Deutsche Bank July 2013 - June 2015
Credit Suisse July 2012 - June 2013
UNC Wilmington August 2011 - June 2012
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Science (BS), Computer Science
Credit Suisse September 2003 - Present
Merrill Lynch February 2000 - September 2003
Education
University of Notre Dame
T. Rowe Price April 2014 - Present
Credit Suisse 2012 - April 2014
Credit Suisse June 2011 - August 2011
Merrill Lynch July 2010 - August 2010
CNET June 2009 - August 2009
Skills
Equities, Economics, Microsoft Excel, Qualitative Research, Writing, Bloomberg, PowerPoint, Journalism, Financial Analysis, Financial Modeling, Accounting, Quantitative Research, Hedge Funds, Asset Management, Portfolio Management, Equity Research
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.6
University of Notre Dame 2010 — 2010
Business and Culture in China Study Abroad Program - Shanghai, Beijing, Hong Kong, Taipei
Bronx High School of Science 2004 — 2008
High School Diploma
Credit Suisse
Skills
Capital Markets, Derivatives, Fixed Income, Investment Banking, Equities, Asset Management, Bloomberg, Equity Derivatives, Hedge Funds, Valuation
Education
University of Notre Dame
Credit Suisse 1986 - Present
Lewis, Rice & Fingersh 1984 - 1986
Education
Washington University in St. Louis - Olin Business School 1980 — 1984
Master of Business Administration (MBA), Finance, General
Washington University in St. Louis School of Law 1980 — 1984
Juris Doctor (J.D.)
University of Notre Dame 1975 — 1979
Bachelor of Science (BS), Biology, General
KeyBank January 2015 - Present
Credit Suisse April 2008 - January 2015
Deutsche Bank March 2004 - May 2008
Bank One March 2003 - March 2004
Skills
• Recognized as one of..., • Increased percentage..., • Quadrupled sales..., • Forged new..., • Increased the volume...
Education
University of Notre Dame 1996 — 2000
Bachelor of Arts (B.A.) -- Cum Laude, American Studies & Computer Applications
Complex Network Lab January 2012 - Present
Credit Suisse May 2014 - August 2014
Skills
Computer Science, Data Analysis, Complex Network, Bioinformatics
Education
University of Notre Dame 2011 — 2015
Bachelor of Science (BS), Computer Science
Credit Suisse May 2012 - August 2013
Credit Suisse June 2011 - August 2011
Stony Brook University May 2010 - August 2010
Skills
Data Mining, Machine Learning, Python, C++, C#, R, MySQL, PHP, jQuery, Mobile Applications, JavaScript
Education
University of Notre Dame 2013 — 2018
Doctor of Philosophy (Ph.D.), Computer Science and Engineering
University of Notre Dame 2008 — 2012
Bachelor of Science (B.S.), Computer Science