Credit Suisse Asset Management

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Credit Suisse Asset Management Employees

Employee
Years
Job
Industry
Michael S. Lee Michael S. Lee San Francisco, California Details
Michael S. Lee's Credit Suisse Asset Management Experience June 2012 - August 2012
Job Senior Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company  July 2013 - Present
Credit Suisse Asset Management   June 2012 - August 2012
US Army  2009 - 2010
US Army  2007 - 2009
US Army  2005 - 2007

Skills
Financial Modeling, Cross-functional Team..., Valuation, Economics, Financial Analysis, Business Strategy, Strategic Planning, Strategy, Data Analysis, Entrepreneurship, Management Consulting, Investments, Program Management, Operational Planning, Corporate Finance, Leadership, Military, Leadership Development, Project Management, Analysis, Training

Education
Harvard Business School   2011 — 2013
MBA, General Management

University of Hawaii at Manoa   2003 — 2005
MA, Asian Studies

United States Military Academy at West Point   1999 — 2003
BS, Economics

Sharon R. Egilinsky Sharon R. Egilinsky Greater New York City Area Details
Sharon R. Egilinsky's Credit Suisse Asset Management Experience January 2006 - May 2007
Job CEO, SRE Solutions LLC | Board Director | Chair, Advisory Board WIB | Board Member, CFO @ IBG
Industry Venture Capital & Private Equity
Experience
SRE Solutions LLC - strategy development & funding for transitional & growth-focused companies   2007 - Present
Integral Board Group, LLC  April 2015 - Present
Women in the Boardroom   February 2015 - Present
University Settlement  2008 - Present
The Door - A Center of Alternatives  June 2014 - Present
Credit Suisse Asset Management   January 2006 - May 2007
Citigroup Global Markets, Inc.   December 2003 - August 2005
Deutsche Asset Management  2000 - 2003
Bankers Trust  1996 - 2003
Deutsche Asset Management  1998 - 2000

Skills
Strategy Formulation, Business Development, Business Analysis..., Restructuring, Mergers, Divestitures, Joint Ventures, International Product..., Platform Development, Investment Management, Investments, Hedge Funds, Alternative Investments, Commodity Pools, Global Investment..., ETFs, Leadership, Mergers & Acquisitions, Asset Management, Equities, Fixed Income, Strategic Partnerships, Executive Management, Securities, Asset Allocation, Trading, Finance, Non-profit Board..., Banking, Fundraising, Non-profit Leadership, Organizational..., Private Equity, Structured Finance, Business Planning

Education
Hofstra University School of Law
Juris Doctor (J.D.)

Stephen Stonberg Stephen Stonberg Greater Philadelphia Area Details
Stephen Stonberg's Credit Suisse Asset Management Experience January 2011 - March 2013
Job Director
Industry Financial Services
Experience
tondo   January 2014 - Present
Winton Capital Management  March 2014 - September 2015
BH Macro Limited, BH Global Limited, BH Credit Catalysts Limited   September 2007 - March 2014
Credit Suisse Asset Management   January 2011 - March 2013
Brevan Howard  2006 - 2011
Coalition Development   2006 - 2011
J.P. Morgan   August 2001 - August 2006
Deutsche Bank  September 1996 - August 2001
Merrill Lynch  August 1994 - August 1996
CS First Boston  July 1989 - August 1991

Skills
Hedge Funds, Investments, Alternative Investments, Credit Derivatives, Investment Banking, Emerging Markets, Private Equity, Capital Markets, Strategy, Trading, Interest Rate..., Foreign Exchange, International, Product Marketing, Marketing Strategy, Fundraising, Strategic Consulting, Non-Executive Director, Business Development, Fixed Income, Structured Products, Equities, Derivatives, Financial Markets, Asset Management, Investment Management, Structured Finance, Mergers & Acquisitions, Valuation, FX Options

Education
Harvard Business School   1992 — 1994
Master of Business Administration (MBA)

Columbia University in the City of New York   1985 — 1989
Bachelor of Arts (BA), Economics

William Penn Charter School, Philadelphia   1980 — 1985
Diploma

Bridgett Johnson Bridgett Johnson New York, New York Details
Bridgett Johnson's Credit Suisse Asset Management Experience April 2004 - November 2004
Job Executive Assistant Professional
Industry Executive Office
Experience
Posterscope USA  February 2010 - February 2013
AllianceBernstein  November 2004 - October 2009
Credit Suisse Asset Management   April 2004 - November 2004
ABN AMRO  September 2003 - April 2004
Lehman Brothers Holdings Inc.  October 2000 - January 2003

Education
Bauder College   1991 — 1993
Associate of Arts (A.A.), Fashion Merchandising

Sharon Choe Sharon Choe Greater New York City Area Details
Sharon Choe's Credit Suisse Asset Management Experience 2003 - 2006
Job Equity/Options trader
Industry Financial Services
Experience
Life Sci Advisors   December 2011 - Present
BAM Capital LLC   February 2007 - December 2008
Akam Sales & Brokerage   2008 - 2008
Credit Suisse Asset Management   2003 - 2006
UBS Asset Management  1993 - 2003

Skills
Proprietary Trading, Hedge Funds

Education
Northeastern University

Angela Colombo Angela Colombo Greater New York City Area Details
Angela Colombo's Credit Suisse Asset Management Experience January 1999 - January 2003
Job Executive Administrator
Industry Financial Services
Experience
Angie Colombo Jewelry NYC   September 2008 - Present
Angie Colombo Jewelry   September 2008 - Present
PERSONNEL EXPRESS   March 2007 - Present
SAVOY ATLANTIC   January 2004 - Present
CLAY FINLAY INC   April 2006 - September 2006
CREDIT SUISSE ASSET MANAGEMENT   January 1999 - January 2003
TEMPORARY ALTERNATIVES  January 1996 - January 1999
GALBREATH   January 1991 - January 1996
Credit Suisse  1993 - 1996
Colliers ABR  January 1990 - January 1991

Skills
Outlook

Education
New York University   1984 — 1989
Bachelor of Arts, Journalism

New York University
Bachelor of Arts, Journalism

Jana Liu Jana Liu Greater New York City Area Details
Jana Liu's Credit Suisse Asset Management Experience June 2015 - Present
Job Summer Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse Asset Management   June 2015 - Present
BlackRock  June 2013 - August 2013
CITIC Securities  December 2012 - January 2013
University of California, Berkeley, Haas School of Business   January 2011 - January 2013
Deutsche Bank  June 2012 - July 2012

Skills
Python, R, Java, SQL, C++, VBA, Microsoft Excel, Bloomberg

Education
Columbia University in the City of New York   2014 — 2015
Master of Science (M.S.), Financial Engineering

University of California, Berkeley   2010 — 2014
Bachelor of Arts (B.A.), Statistics

University of California, Berkeley, Haas School of Business   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

Kevin Hebner Kevin Hebner Scarsdale, New York Details
Kevin Hebner's Credit Suisse Asset Management Experience February 1999 - September 2004
Job Senior FX Strategist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   November 2010 - Present
Third Wave Gloval Investors   March 2006 - November 2010
Credit Suisse Asset Management   February 1999 - September 2004
UBS  March 1996 - February 1999
Bank of Japan  1995 - 1996

Skills
Equities, Hedge Funds, FX Options, Global Macro, Financial Modeling, Investment Banking, Portfolio Management, Fixed Income, Valuation, Investments, Capital Markets, Derivatives, Financial Services, Asset Management, Financial Analysis

Education
Queen's University
Doctor of Philosophy (PhD), Financial Economics

Fifield Whitman Fifield Whitman Locust Valley, New York Details
Fifield Whitman's Credit Suisse Asset Management Experience June 1998 - August 2005
Job Chief Investment Officer at John Locke Capital Management, LP
Industry Investment Management
Experience
John Locke Capital Management, LP   January 2006 - Present
Marathon Asset Management  March 2004 - December 2005
Credit Suisse Asset Management   June 1998 - August 2005

Education
Columbia University - Columbia Business School   1995 — 2007
MBA - Honors

Columbia University - School of International and Public Affairs   1996 — 1997
MIA - Honors, Infinternaitona Finance

Williams College   1988 — 1992
BA, Asian Studies

Taft School   1985 — 1988

Elaine Bourke Elaine Bourke Greater New York City Area Details
Elaine Bourke's Credit Suisse Asset Management Experience March 2008 - Present
Job Product Specialist/Client Portfolio Manager
Industry Banking
Experience
Credit Suisse Asset Management   March 2008 - Present
Morgan Stanley Investment Management  June 2006 - March 2008
The A Team, LLC   December 2002 - June 2006

Skills
Alternative Investments, Product Management, Marketing Communications, Hedge Funds, Investor Relations, Marketing, Business Development, Asset Managment, Equities, Investments, Mutual Funds, Fixed Income, Derivatives, Private Equity, Investment Management, ETFs, Emerging Markets, Options, Bloomberg, Asset Management, Series 7, Structured Products, Financial Markets, Series 63, Financial Services, Fund Of Funds, Investment Strategies, Institutional..., Wealth Management, Relationship Management, High Net Worth..., Finance, series 3

Education
Columbia University in the City of New York
Enrolled in the Executive MBA program (expected graduation May 2016)

Canisius College   1998 — 2002
Bachelor of Science - Dual Degree, Management & Marketing

Gail Flowers Gail Flowers Greater New York City Area Details
Gail Flowers's Credit Suisse Asset Management Experience 1998 - 2000
Job IT Officer Henry Street Settlement
Industry Information Technology and Services
Experience
Henry Street Settlement  March 2015 - Present
Center for New York City Neighborhoods  July 2012 - March 2015
Center for New York City Neighborhoods  September 2008 - July 2012
NPower NY  January 2007 - September 2008
NPower (nonprofit)   January 2006 - January 2007
mindSHIFT Technologies, Inc.n   2000 - 2006
Credit Suisse Asset Management   1998 - 2000
Mount Sinai Hospital - Home Health Care   1997 - 1997
University of California, Irvine - University Library   1993 - 1996

Skills
Non-profits, Salesforce.com, TCP/IP, Cloud Computing, Community Organizing, Community Outreach, Disaster Recovery, Microsoft Office, Networking, Nonprofits, Program Management, Project Management, Public Speaking, Social Media, System Administration, Technical Support, Volunteer Management, Windows 7, Program Development, Information Technology, Fundraising

Education
Pace University   2013 — 2013
Human Resources Management and Services

University of California, Irvine   1989 — 1994
Bachelor's degree, Biology/Biological Sciences, General

Eileen Nelson Eileen Nelson Greater New York City Area Details
Eileen Nelson's Credit Suisse Asset Management Experience September 2000 - May 2003
Job
Industry Financial Services
Experience
Welsh, Carson, Anderson & Stowe   April 2012 - Present
FLAG Capital Management, LLC  May 2003 - September 2010
Credit Suisse Asset Management   September 2000 - May 2003
Donaldson, Lufkin and Jenrette  May 1997 - September 2000

Skills
Alternative Investments, Private Equity, Hedge Funds, Investments, Asset Management, Valuation, Equities, Due Diligence, Venture Capital, Financial Modeling, Capital Markets

Education
Georgetown University   1982 — 1986
BS, Business Administration, Marketing and International Management

Sharon Choe Sharon Choe New York, New York Details
Sharon Choe's Credit Suisse Asset Management Experience 2003 - 2005
Job Managing Director at LifeSci Advisors
Industry Financial Services
Experience
LifeSci Advisors  December 2011 - Present
Glenwood  2012 - 2012
Bam Capital LLC   2006 - 2008
Credit Suisse Asset Management   2003 - 2005
UBS Global Asset Management  1993 - 2003
UBS Global Asset Management  1993 - 2003

Skills
Hedge Funds, Investment Banking, Private Equity, Financial Modeling, Equity Research, Venture Capital, Business Strategy, Market Research, Equities, Alternative Investments, Competitive Analysis, Derivatives, Investments, Asset Management, Portfolio Management, Investor Relations, Valuation

Education
Northeastern University   1979 — 1984
Bachelor of Science (B.S.), Pharmacy

Christopher M. Turner Christopher M. Turner Greater Pittsburgh Area Details
Christopher M. Turner's Credit Suisse Asset Management Experience November 2000 - March 2002
Job Managing Director at The Leo Group, LLC
Industry Financial Services
Experience
The Leo Group, LLC   January 2015 - Present
Apex Wealth Services LLC   November 2012 - December 2014
FCG Global, LLC   May 2011 - January 2013
Papmarkou Wellner Inc.   January 2010 - April 2011
Silvercrest Asset Management  April 2002 - October 2009
Credit Suisse Asset Management   November 2000 - March 2002
Donaldson, Lufkin & Jenrette   September 1992 - November 2000
Bessemer Trust  March 1987 - September 1992

Skills
Portfolio Management, Finance, Management, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Account Management, Investments, Private Equity, Wealth Management, Fixed Income, Equities, Valuation, Financial Modeling

Education
Rutgers, The State University of New Jersey-Newark   1984 — 1986
MBA, Finance

Boston College   1979 — 1983
BA, History

Nelson Mesa Nelson Mesa Greater New York City Area Details
Nelson Mesa's Credit Suisse Asset Management Experience March 1996 - April 2007
Job
Industry Banking
Experience
TradeWeb  July 2007 - August 2014
Credit Suisse Asset Management   March 1996 - April 2007
Bank of America National Trust   May 1993 - March 1996

Skills
Derivatives, Fixed Income, Equities, Hedge Funds, Bloomberg, Capital Markets, Asset Management, Electronic Trading, Financial Markets, Market Data

Education
St John's University
BS, Business Management, College of Business Administration

St. John's University

Ed Altman Ed Altman Greater New York City Area Details
Ed Altman's Credit Suisse Asset Management Experience April 2011 - Present
Job Vice President, Sr. Project Mgr., Reference Data Product Change at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  December 2013 - Present
Credit Suisse Asset Management   April 2011 - Present
Various Entities  1998 - Present
Credit Suisse Group  July 2008 - May 2011
Morgan Stanley  1996 - 2008
Morgan Stanley Prime Brokerage  2002 - 2007
Knight-Ridder Financial  September 1994 - November 1996
Micro bank   1996 - 1996
Dow Jones Telerate  September 1985 - August 1994
Informatics General Corp.   1980 - 1985

Skills
Requirements Analysis, Business Analysis, Vendor Management, Asset Management, Software Project..., Voice Acting, Project Management, Process Improvement, Integration, Asset Managment, Financial Services, Project Delivery, Management, Requirements Gathering

Education
Purchase College, SUNY
BA/LA, Literature, History

Chris Kohrmann Chris Kohrmann Charlotte, North Carolina Area Details
Chris Kohrmann's Credit Suisse Asset Management Experience January 2005 - October 2006
Job Charlotte NC
Industry Financial Services
Experience
Fidelity Investments  May 2015 - Present
The place that probably has your 401k   September 2013 - August 2015
UBS  September 2010 - May 2013
UBS  December 2006 - March 2010
UBS Financial Services  January 2007 - January 2008
UBS Financial Services  December 2006 - January 2007
Credit Suisse Asset Management   January 2005 - October 2006
Citigroup Asset Management  October 2004 - November 2005
Prudential Financial  January 1996 - January 2004
Prudential Investments  January 2001 - January 2002

Education
State University of New York College at Oneonta
BA, Interdisciplinary Studies

Christopher Flint Christopher Flint New York, New York Details
Christopher Flint's Credit Suisse Asset Management Experience February 1996 - September 2002
Job Trader at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC   August 2014 - Present
First New York Securities  April 2013 - October 2013
Boodell and Co.   December 2010 - July 2011
Sansar Capital   2005 - 2010
Black Arrow Capital Management, LLC   January 2003 - April 2005
Credit Suisse Asset Management   February 1996 - September 2002

Skills
Trading, Hedge Funds, Fixed Income, Proprietary Trading, Options, Bloomberg, Derivatives, Equities, Alternative Investments, Trading Strategies, Equity Trading, Portfolio Management, Asset Management, Capital Markets, Equity Research, Emerging Markets

Education
Columbia University - Columbia Business School   1999 — 2001
Master of Business Administration (MBA)

The George Washington University   1990 — 1995
Bachelor's degree

Ellen Taverner Ellen Taverner San Francisco Bay Area Details
Ellen Taverner's Credit Suisse Asset Management Experience January 1998 - December 1999
Job Organization and Leadership Development
Industry Management Consulting
Experience
Ellen Taverner Consulting   March 2010 - Present
Gibson, Dunn & Crutcher LLP   May 2008 - February 2010
Cooley Godward Kronish LLP  May 2002 - April 2008
Autodaq/Onlane.com   January 2000 - January 2002
Credit Suisse Asset Management   January 1998 - December 1999
The Nasdaq Stock Market  August 1992 - December 1997
KPMG  October 1989 - July 1992
Regis McKenna Inc.  1987 - 1989

Skills
Marketing Strategy, Strategy, Internal Communications, Marketing Communications, Change Management, Strategic Planning, Strategic Communications, Integrated Marketing, Corporate Branding, Marketing Management, B2B Marketing, Public Relations, Start-ups, Online Marketing, E-commerce, Digital Marketing, Consulting, Business Strategy

Education
Alliant International University-San Francisco Bay   2008 — 2013
Master’s Degree, Organizational Psychology

University of California, Santa Cruz
B.A. w/ Highest Honors, Sociology

Jo Ann Corkran Jo Ann Corkran New York, New York Details
Jo Ann Corkran's Credit Suisse Asset Management Experience 1997 - 2005
Job Managing Director Golden Seeds
Industry Venture Capital & Private Equity
Experience
Golden Seeds  2009 - Present
UCM Partners   2005 - 2009
Credit Suisse Asset Management   1997 - 2005
Morgan Stanley  1995 - 1997
Greenwich Capital  1993 - 1995
First Boston Corporation  1984 - 1993
Buck Consultants  1979 - 1984

Education
Fellow - Society of Actuaries (lapsed)
(lapsed)

New York University
Bachelor's degree

William Judson William Judson Greater New York City Area Details
William Judson's Credit Suisse Asset Management Experience 1999 - 2000
Job Freelance Writer Humor, Travel, Investments and More.http://theworldaccordingtojud.com/
Industry Financial Services
Experience
http://theworldaccordingtojud.com/   January 2009 - Present
Bear Stearns Asset Management Inc.  2000 - 2008
Credit Suisse Asset Management   1999 - 2000
JP Morgan Chase  November 1987 - October 1999
Avon Liquors, Inc   1974 - 1987
WPLG-TV 10 Miami   1973 - 1974

Skills
Fixed Income, Asset Management, Accounting, Reconciliation, Bloomberg, Asset Allocation, Wealth Management, Bonds, Excel, Microsoft Office, Middle Office, Banking, Equities, Microsoft Excel

Education
University of Miami   1970 — 1974
BA, Journalism

New York University   1969 — 1971
Bachelor of Arts (B.A.), Mass Communications

Martin Korn Martin Korn Greater New York City Area Details
Martin Korn's Credit Suisse Asset Management Experience January 1996 - March 2002
Job
Industry Financial Services
Experience
OppenheimerFunds  August 2004 - Present
Bank of America  February 2002 - August 2004
Credit Suisse Asset Management   January 1996 - March 2002
BEA Associates (Aquired by Credit Suisse)   April 1989 - January 1996

Skills
IT Strategy, Vendor Management, Financial Services, Business Analysis, Executive Management, Business Process..., Business Development, IT Operations, Investment Management, Back Office, Architecture, Business Intelligence, Project Portfolio..., Risk Management, Asset Managment, Project Management, Management, Wealth Management, Portfolio Management, Software Development, SDLC, Investments, Information Technology, PMO, Strategy, Finance, Asset Management, IT Management, Outsourcing, Disaster Recovery, Governance, Business Process, Architectures, Enterprise Architecture, Integration, Data Warehousing, Software Project..., Program Management, Business Continuity, Agile Project Management, Business Transformation, CRM, Cloud Computing, Data Center, Enterprise Software, IT Service Management, IT Transformation, PMP, Process Improvement, Requirements Analysis

Education
Binghamton University   1982 — 1986
Bachelor, Mathematics & Computer Science

Robert Brazier Robert Brazier New York, New York Details
Robert Brazier's Credit Suisse Asset Management Experience 2003 - 2005
Job Executive Director at MSCI Inc.
Industry Investment Management
Experience
MSCI Inc.  March 2014 - Present
Dimensional Fund Advisors  January 2009 - March 2014
JPMorgan  2008 - 2009
Bear Stearns  2006 - 2008
Wechsler Ross & Partners  2005 - 2006
Credit Suisse Asset Management   2003 - 2005

Skills
Copywriting, Newsletters, Strategy, Marketing, Brochures, Emerging Markets, Marketing Communications, Fixed Income, Integrated Marketing, Investment Management, Content Strategy, Alternative Investments, Asset Allocation, Risk Management, Asset Management, Investment Banking, Investments, Equities, Mutual Funds, Portfolio Management, Content Marketing

Education
The London School of Economics and Political Science (LSE)   1999 — 2000
MSc, International Political Economy

Harvard University   1997 — 1999
ALB, Economics/International Relations

Westwood High

Anson Griffith Anson Griffith Greater New York City Area Details
Anson Griffith's Credit Suisse Asset Management Experience June 1999 - December 2003
Job Purchasing Professional
Industry Business Supplies and Equipment
Experience
Selfhelp Community Services  July 2012 - Present
Chadbourne & Parke LLP  December 2003 - November 2010
Credit Suisse Asset Management   June 1999 - December 2003

Skills
Cost Benefit, Microsoft Excel, Outlook, Contract Negotiation, Invoicing, Operations Management, Process Improvement, Procurement, Vendor Management, Time Management, Strategic Sourcing, RFP, Purchasing, PowerPoint, Negotiation, Microsoft Word, Microsoft Office, Facilities Management, Customer Service, Contract Management, Budgets

Education
Borough of Manhattan Community College   2004 — 2006
AS, Liberal Arts

Jordan Low Jordan Low Greater New York City Area Details
Jordan Low's Credit Suisse Asset Management Experience February 2008 - June 2010
Job Managing Partner at Wave Hill Capital Management, LLC
Industry Financial Services
Experience
Wave Hill Capital Management, LLC   September 2010 - Present
Credit Suisse Asset Management   February 2008 - June 2010
Credit Suisse  June 2005 - February 2008
Deutsche Bank  October 2002 - June 2005
Morgan Stanley  June 2001 - October 2002

Education
Raffles Junior College   1994 — 1996

Massachusetts Institute of Technology
SB, Economics

Massachusetts Institute of Technology
Masters of Engineering, Computer Science

Massachusetts Institute of Technology
SB, Mathematics

Massachusetts Institute of Technology
SB, Computer Science

Massachusetts Institute of Technology - Sloan School of Management
SB, Finance

Eric Stubbs Eric Stubbs Greater New York City Area Details
Eric Stubbs's Credit Suisse Asset Management Experience 1998 - 2000
Job Senior Portfolio Manager, SVP, Global Tactical Allocation at RBC (Royal Bank of Canada ) Wealth Management
Industry Investment Management
Experience
RBC (Royal Bank of Canada) Wealth Management   May 2008 - Present
501(c) 3   March 2007 - Present
Bear Stearns  July 2001 - April 2008
HALO  2003 - 2007
Credit Suisse Asset Management   1998 - 2000
Morgan Guaranty Trust  1993 - 1998
PricewaterhouseCoopers  1992 - 1994
State University of NY at Stony Brook   January 1990 - May 1992

Skills
Macroeconomics, Econometrics, Risk Management, Portfolio Management, Financial Economics, Asset Management, International Economics, Asset Managment

Education
Harvard University   1983 — 1990
Ph.D., Economics, Finance

University of Toronto   1981 — 1982
M.A., Economics

University of Toronto - University College   1977 — 1981
B.A., Economics

Conlin Sheridan Conlin Sheridan Greater New York City Area Details
Conlin Sheridan's Credit Suisse Asset Management Experience September 2013 - Present
Job Loan Trading at Credit Suisse
Industry Financial Services
Experience
Credit Suisse Asset Management   September 2013 - Present
Citi  July 2012 - September 2013
CognoLink Limited  March 2012 - July 2012

Education
Lafayette College   2007 — 2011
Economics & Business

Donald C. Schultheis Donald C. Schultheis United States Details
Donald C. Schultheis's Credit Suisse Asset Management Experience July 1999 - August 2004
Job Investment Management Professional
Industry Investment Management
Experience
Steinberg Asset Management, LLC   November 2004 - October 2012
Credit Suisse Asset Management   July 1999 - August 2004
Warburg Pincus Asset Management  January 1994 - July 1999
Strong Capital Management, Inc.   1988 - 1994

Skills
Hedge Funds, Asset Managment, Equities, Fixed Income, Alternative Investments, Investments, Mutual Funds, Equity Research, Investment Management, Private Equity, Series 7, Investor Relations, Emerging Markets, High Yield, Capital Markets, Relationship Management, Investment Advisory, Institutional..., Asset Management

Education
Indiana University Bloomington   1983 — 1986
Bachelor of Science (BS), Finance, General

Lissa Rosenthal Lissa Rosenthal Greater New York City Area Details
Lissa Rosenthal's Credit Suisse Asset Management Experience August 2010 - Present
Job
Industry Investment Management
Experience
Credit Suisse Asset Management   August 2010 - Present
Gleacher Fund Advisors   January 2008 - April 2009
Olympia Capital Management   March 2004 - December 2007
Credit Suisse  February 2001 - March 2004

Skills
Hedge Funds, Derivatives, Alternative Investments, Equity Derivatives, Fund Of Funds, Prime Brokerage, Portfolio Management, Investments, CDS, Structured Finance

Education
Stuyvesant High School

Dartmouth College
BA, Math and Economics

University of Pennsylvania - The Wharton School
MBA, Finance

Jay Leonard Jay Leonard Greater Chicago Area Details
Jay Leonard's Credit Suisse Asset Management Experience August 1999 - April 2001
Job Principal & Private Wealth Advisor at AB Bernstein
Industry Investment Management
Experience
Bernstein Private Wealth Management  September 2009 - Present
Morgan Stanley Private Wealth Management  April 2006 - September 2009
Marsh & McLennan  April 2001 - April 2006
Credit Suisse Asset Management   August 1999 - April 2001

Skills
Investments, Asset Management, Asset Allocation, Alternative Investments, Private Equity, Portfolio Management, Equities, Strategic Financial..., Finance, Financial Modeling, Mergers & Acquisitions, Wealth Management

Education
Northwestern University   2003 — 2006
Master of Business Administration (MBA), Finance, Strategy, Marketing

Bucknell University   1995 — 1999
BA, Finance & Economics (Interdepartmental Major)

Jacqueline Woung Jacqueline Woung Greater New York City Area Details
Jacqueline Woung's Credit Suisse Asset Management Experience October 2008 - January 2012
Job Consultant, Alternative Investments at Credit Suisse Asset Management
Industry Investment Banking
Experience
Credit Suisse Asset Management   October 2008 - January 2012
HSBC Asset Management  July 2007 - July 2008
MacKay Shields  2001 - 2003
Credit Suisse Asset Management   February 1993 - December 2000

Skills
Fixed Income, Equities, Bloomberg, Derivatives, Middle Office, Asset Managment, Hedge Funds, Trading, Bonds, Securities, FX Options, Mutual Funds, Back Office, Investment Banking, Asset Allocation, Investments, Wealth Management, Alternative Investments, Structured Products, Financial Markets, Asset Management, Swaps

Education
Aveda Institute-New York   2003 — 2004
Cosmetology/Cosmetologist, General

Rutgers, The State University of New Jersey-New Brunswick
BA, Economics

Peter Gaudet Peter Gaudet Greater New York City Area Details
Peter Gaudet's Credit Suisse Asset Management Experience 2000 - 2005
Job President at SWCD LLC
Industry Investment Management
Experience
SWCD LLC   March 2013 - Present
Axonic Capital LLC  February 2011 - February 2013
Flintlock Capital Asset Management, LLC   April 2010 - February 2011
Institutional Credit Partners LLC   July 2005 - April 2010
Credit Suisse Asset Management   2000 - 2005
Donaldson, Lufkin & Jenrette   1996 - 2000
Merrill Lynch  June 1994 - July 1996

Education
United States Military Academy at West Point   1987 — 1991
BS, Economics

Harrison High School

Lynn Hare Lynn Hare Louisville, Kentucky Details
Lynn Hare's Credit Suisse Asset Management Experience June 2003 - July 2007
Job Manager, Learning and Development at Akamai Technologies
Industry Professional Training & Coaching
Experience
Akamai Technologies  May 2013 - Present
Beyond Boundaries - Executive Coaching & Consulting LLP   May 2009 - Present
Credit Suisse  July 2007 - May 2009
Credit Suisse Asset Management   June 2003 - July 2007
Credit Suisse Asset Management   2002 - 2003
Sealcorp Holdings (now part of Westpac Banking Corporation)   July 2000 - November 2002
Silver Chain   December 1998 - July 2000
RAC WA   1996 - 1998
Advance Bank (now part of Westpac Banking Corporation)   February 1989 - March 1996

Skills
Executive Coaching, Performance Management, Large Group Facilitation, Organizational..., Leadership Development, Cultural Diversity, Emotional Intelligence, Development Of Teams, Coaching, HR Strategy, Succession Planning, Talent Development, Change Leadership, Mentoring, Management Development, 360 Feedback, Team Building, Performance Improvement, Talent Management, Training, Human Resources, Employee Engagement, Culture Change, Career Development, Training Delivery, Personal Development, Workforce Planning, Employee Training, Executive Development, Assessment Center, Career Management, HR Policies, Staff Development, Human Capital, Strategic HR, Change Management, Personnel Management, Management, Workshop Facilitation, Employee Relations, Business Strategy, Recruiting, Program Management, Leadership, Organizational..., Team Management, Consulting, Team Leadership, Organizational Design

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Talent Management Institute

University of Sydney   2001 — 2003
Master of HRM & Coaching, HR and Coaching Psychology

Edith Cowan University   1997 — 1999
Bachelor, Training and Development

Arlene Glennan Arlene Glennan Greater New York City Area Details
Arlene Glennan's Credit Suisse Asset Management Experience 1998 - 2005
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors  2007 - Present
Credit Suisse Asset Management   1998 - 2005
Warburg Pincus  1989 - 1998

Skills
Financial Planning, Investments, Portfolio Management, Asset Allocation, Asset Management

Education
Fordham University
BA, Psychology

Michelle Giuliano Michelle Giuliano Greater New York City Area Details
Michelle Giuliano's Credit Suisse Asset Management Experience 2008 - 2010
Job Capital Introduction at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank  February 2015 - Present
ING Investment Management  2011 - January 2015
Credit Suisse Asset Management   2008 - 2010
Credit Suisse  2005 - 2008

Skills
Project Finance, Hedge Funds, Fund Of Funds, Alternative Investment..., Investor Relations, hedge fund business..., Fixed Income, Commodities, Equities, Alternative Investments, Investment Management, Commodity, Strategy, Mutual Funds, Bloomberg, Asset Management, Derivatives, Portfolio Management, Capital Markets, Investments

Education
Cornell University   2001 — 2005
BS, Applied Economics and Management

Philip L. Schantz Philip L. Schantz Greater New York City Area Details
Philip L. Schantz's Credit Suisse Asset Management Experience February 2000 - April 2005
Job Independent Investment Management Professional
Industry Investment Management
Experience
Schantz Investments   February 2009 - Present
HSBC Global Asset Management  May 2005 - January 2009
Credit Suisse Asset Management   February 2000 - April 2005
Prudential Securities, Inc.   February 1988 - January 2000
E.F. Hutton & Co.   July 1984 - January 1988
Wells Fargo Bank, N.A.   January 1979 - June 1984
The Chase Manhattan Bank, N.A.   February 1971 - December 1978
United States Army  September 1970 - January 1971

Skills
High Yield, Bonds, Securities, Credit Analysis, Fixed Income, Asset Managment, Investment Banking, Hedge Funds, Asset Management, Loans, Credit, Equities, LBO, Alternative Investments, Capital Markets, Options

Education
Lehigh University   1966 — 1970
B.A., Government (Magna Cum Laude)

Colleen Jones Colleen Jones Greater New York City Area Details
Colleen Jones's Credit Suisse Asset Management Experience 1999 - 2003
Job SVP at Klingenstein, Fields & Co., L.L.C.
Industry Investment Management
Experience
Klingenstein Fields Wealth Advisors   April 2003 - Present
Credit Suisse Asset Management   1999 - 2003
Warburg Pincus Asset Management  1978 - 1999
Warburg Pincus  1978 - 1999

Skills
Equities, Fixed Income, Portfolio Management, Asset Management, Investment Management

Education
Fordham University   1983 — 1987
MBA, Finance

Fairfield University   1974 — 1978
Bachelor of Arts, Economics

Daniel R. Kettner Daniel R. Kettner Greater New York City Area Details
Daniel R. Kettner's Credit Suisse Asset Management Experience 2004 - 2005
Job Vice President Client Relations
Industry Financial Services
Experience
Abbott Capital Management, LLC  January 2015 - Present
Neuberger Berman  November 2011 - December 2014
Aviva Investors North America  September 2009 - January 2011
Credit Suisse  April 2007 - February 2009
Credit Suisse  September 2006 - April 2007
Credit Suisse  2005 - 2006
Credit Suisse Asset Management   2004 - 2005
NYLIM Retirement Plan Services   2003 - 2004
NYLIM  2001 - 2003

Skills
Consultant Relations, Alternative Investments, Institutional Investors, Consultants, Institutional..., Hedge Funds, Investment Strategies, Asset Management, Mutual Funds, Private Equity, Financial Services, Equities, Investor Relations, Due Diligence, Asset Allocation, Investment Management, Bloomberg

Education
New York University - Leonard N. Stern School of Business   2008 — 2011
MBA, Finance

Hamilton College   1997 — 2001
Bachelor of Arts (BA), English and Mathematics

Libera Università di Lingue e Comunicazione IULM   2000 — 2000

Garden City High School   1993 — 1997

Eric Zhai Eric Zhai New York, New York Details
Eric Zhai's Credit Suisse Asset Management Experience April 2015 - Present
Job Portfolio Manager at Credit Suisse Asset Management
Industry Financial Services
Experience
Credit Suisse Asset Management   April 2015 - Present
GoldenTree Asset Management  April 2013 - April 2015
Credit Suisse  November 2000 - April 2013

Skills
CLO, CDO, European Structured..., ABS, RMBS, Structured Prodcuts, Trading, Derivatives, Risk Management, Visual Basic, SQL, Java

Education
Columbia University in the City of New York
BS, Computer Science

Stuyvesant High School

Christopher Cuozzo Christopher Cuozzo Breinigsville, Pennsylvania Details
Christopher Cuozzo's Credit Suisse Asset Management Experience January 2000 - January 2003
Job Area Manager at Amazon
Industry Logistics and Supply Chain
Experience
Amazon  June 2015 - Present
Broadridge Financial Solutions  May 2010 - May 2015
Broadridge Financial Solutions  January 2007 - May 2010
Broadridge Financial Solutions  January 2006 - January 2007
ADP  January 2004 - January 2006
CREDIT SUISSE ASSET MANAGEMENT   January 2000 - January 2003
Seligman Data Corporation   January 1997 - January 2000
Dreyfus Service Corporation  January 1995 - October 1997

Skills
ISO, Six Sigma, Cycle Counting, Department Budget..., Staff Management, Procurement, Requirements Analysis, Documentation, Production, Forecasting, Project Management, Equities, Financial Services, Vendor Management, Management, Process Improvement

Education
Dowling College   2007 — 2011
MASTERS OF BUSINESS ADMINISTRATION, BUSINESS LEADERSHIP AND MANAGEMENT, 4.0

Pace University   1990 — 1994
BACHELORS, BUSINESS ADMINISTRATION

Philip Blake Philip Blake Greater New York City Area Details
Philip Blake's Credit Suisse Asset Management Experience January 2014 - Present
Job Health and Wellness Coach at PB Health Coaching
Industry Financial Services
Experience
Credit Suisse Asset Management   January 2014 - Present
PB Health Coaching   August 2013 - Present
PSB Constellation Inc   January 2013 - Present
Credit Suisse Asset Management   January 2013 - December 2013
Weichert Realtors  September 2012 - January 2013
BlackRock  November 1999 - September 2012
Independence Savings Bank  1988 - 1994
Independence Savings Bank  1988 - 1994

Skills
Real Estate, Selling, Real Estate Transactions, Investment Properties, Investments, Real Estate Financing, Real Estate Economics, Financial Analysis, Investment Management, Financial Modeling, Asset Managment, Fixed Income, Structured Finance, Finance, Loans, Settlement, CDS, Bloomberg, Trading Systems, Structured Products, Middle Office, Asset Management, Trading, Bonds, Portfolio Management, Derivatives, Mortgage Lending

Education
New York Real Estate Institute   2012 — 2012
NYS Real Estate Salesperson License, Real Estate

Fordham University   1997 — 2000
Master of Business Administration (MBA), Finance, General

Brooklyn College   1988 — 1992
Bachelor of Science (BSc), Business Finance and Administration

Jennifer Hom Angalet Jennifer Hom Angalet Glen Cove, New York Details
Jennifer Hom Angalet's Credit Suisse Asset Management Experience September 1998 - December 2003
Job
Industry Research
Experience
Credit Suisse Asset Management   September 1998 - December 2003
Veronis Suhler Stevenson  March 1995 - September 1998

Skills
Research, Data Analysis, Microsoft Excel, Project Management, Microsoft Office, PowerPoint, Business Analysis, Program Management, Microsoft Word, Analysis, Management

Education
Binghamton University   1991 — 1995
Bachelor of Arts, Philosophy, Politics & Law

New York University
Business Administration and Management, General

Marian Pardo Marian Pardo Greater New York City Area Details
Marian Pardo's Credit Suisse Asset Management Experience January 2003 - December 2006
Job Managing Director at Virtual Capital Management, LLC
Industry Financial Services
Experience
Viramal Limited   September 2014 - Present
J. P. Morgan Mutual Funds   February 2013 - Present
Virtual Capital Management LLC   January 2007 - Present
Private Company  November 2007 - February 2009
Credit Suisse Asset Management   January 2003 - December 2006
JP Morgan Asset Management  1980 - December 2002
Morgan Guaranty Trust Company  July 1968 - 1980

Skills
Equities, Finance, Fixed Income, Hedge Funds, Alternative Investments, Management, Capital Markets, Asset Managment, Portfolio Management, Investments, Investment Banking, Private Equity, Valuation, Asset Allocation, Asset Management, Securities, Investment Management, Equity Research

Education
Barnard College   1964 — 1968
ba, Economics

John Krieg, CFA, CAIA John Krieg, CFA, CAIA Chicago, Illinois Details
John Krieg, CFA, CAIA's Credit Suisse Asset Management Experience January 1996 - July 1999
Job Head of Global Institutional Distribution at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management  September 2014 - September 2015
Northern Trust Asset Management  January 2010 - August 2014
Northern Trust Global Investments  May 2002 - January 2010
TimesSquare Capital Management  July 1999 - May 2002
Credit Suisse Asset Management   January 1996 - July 1999

Skills
Fixed Income, Relationship Management, Product Management, Hedge Funds, Management, Asset Management, Asset Allocation, Alternative Investments, Equities, Investment Management, Investments, Portfolio Management, Asset Managment, Investment Strategies, Derivatives, Strategy

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1992 — 1994
MBA, Finance

University of Illinois at Urbana-Champaign   1984 — 1988
Bachelor of Science (BS), Finance

Thomas Banks, CFA Thomas Banks, CFA Greater New York City Area Details
Thomas Banks, CFA's Credit Suisse Asset Management Experience June 2003 - August 2003
Job Portfolio Manager at Federated Investors
Industry Investment Management
Experience
Federated Investors  January 2015 - Present
Federated Investors  July 2004 - Present
Credit Suisse Asset Management   June 2003 - August 2003

Skills
Equity Research, Bloomberg, Alternative Investments, Equities, Hedge Funds, Equity Valuation, Portfolio Management, Valuation, Fixed Income, Series 7, Investments, Series 63, Investment Banking, Capital Markets, Asset Allocation, Asset Management, Securities, Investment Strategies, Investment Management, Mutual Funds, Financial Modeling, Emerging Markets, Derivatives, Trading, Bonds, Financial Markets, ETFs, Private Equity, Options, Equity Trading, Wealth Management

Education
Columbia Business School   2012 — 2014
EMBA

The Johns Hopkins University   2000 — 2004
Bachelor of Arts, Political Science

Sue Goodman Sue Goodman New Canaan, Connecticut Details
Sue Goodman's Credit Suisse Asset Management Experience May 1997 - September 2000
Job Location Strategy Program Manager at Barclays
Industry Financial Services
Experience
Barclays  June 2013 - Present
Morgan Stanley  January 2010 - April 2012
Morgan Stanley  September 2006 - December 2009
Credit Suisse Asset Management   May 1997 - September 2000
Alliance Bernstein  1986 - 1997
reserve fund   1982 - 1986

Skills
Vendor Management, Operations Management, Budget, Change Management, P&L Responsibility, Expense Management, Risk Management, Project Management, Customer Service, Headcount Management, Headcount Reporting, Vendor Finance, Vendor Relationships, Business Continuity..., Operational Excellence, Business Process..., Third Party Vendor..., Third Party Billing, Vendor Expense Reduction, Operational Risk..., Call Center..., Mentoring, Budgets, Financial Modeling, Forecasting, Finance, Capital Markets, Training, Operational Risk, Wealth Management, Fixed Income, Mutual Funds, Equities, P&L Management, Hedge Funds, Executive Management, Securities, Series 7, Derivatives, Financial Services, Banking, Strategy, Financial Risk

Education
Syracuse University   1976 — 1980

Migo Terjanian Migo Terjanian Greater New York City Area Details
Migo Terjanian's Credit Suisse Asset Management Experience October 2005 - February 2009
Job Head of Investor Relations Littlejohn & Co
Industry Financial Services
Experience
Littlejohn & Co  September 2015 - Present
H.I.G. Capital   March 2013 - August 2015
SAM Sustainable Asset Management   August 2009 - March 2013
Credit Suisse Asset Management   October 2005 - February 2009
Bear Stearns  May 2002 - October 2005
Morgan Stanley  2000 - 2001
ING Barings  1998 - 2000

Skills
Private Equity, Buyouts, LBO, Investor Relations, Asset Managment, Alternative Investments, Investment Management, Hedge Funds, Equities, Emerging Markets, Investments, Trading, Capital Markets, Valuation, Bloomberg, Fixed Income, Derivatives, Portfolio Management, Financial Structuring, Investment Banking, Financial Modeling, Structured Finance, Commodity

Education
Fordham Gabelli School of Business   2002 — 2006
MBA, Finance, General

Villanova University   1994 — 1998
BS, Finance

Max Reynal Max Reynal Greater New York City Area Details
Max Reynal's Credit Suisse Asset Management Experience August 2008 - Present
Job Investor Relations and Marketing for Credit Suisse
Industry Financial Services
Experience
Credit Suisse Asset Management   August 2008 - Present
Hello Baby Productions   September 2005 - Present

Skills
Marketing..., Media Production, Relationship Management, Marketing, Investor Relations, Multimedia, Management, Digital Media, Editing, Corporate Communications, Entrepreneurship, Content Strategy, Social Media, Marketing Communications, Asset Managment, Copywriting, Integrated Marketing, Social Media Marketing, Hedge Funds, Alternative Investments

Education
New York University   1991 — 1996
MFA

Columbia University
BA

Stuart Cohen Stuart Cohen Greater Chicago Area Details
Stuart Cohen's Credit Suisse Asset Management Experience 1999 - 2002
Job Managing Director, Legal at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments  2002 - Present
Credit Suisse Asset Management   1999 - 2002
Warburg Pincus Asset Management  1997 - 1999
Gordon Altman Butowsky Weitzen Shalov & Wein  1995 - 1997

Skills
Hedge Funds, Trading, Asset Management, Investments, Mergers, Securities, Due Diligence, Compliance, Equities, Alternative Investments, Fixed Income, Mutual Funds, Institutional Investors, 1940 Act, Investment Advisory, Investment Advisers Act, ERISA, UCITS, Fund Of Funds, Asset Allocation, Capital Markets, Institutional..., Asset Managment, Private Placements, Mergers & Acquisitions, Investment Management, Emerging Markets, Financial Advisory, Investment Strategies, Investment Company Act, ETFs, FINRA

Education
Boston University School of Law   1992 — 1995
JD, cum laude,

Rutgers, The State University of New Jersey-New Brunswick   1987 — 1991
BA, with honors

Alex Schukin Alex Schukin Greater New York City Area Details
Alex Schukin's Credit Suisse Asset Management Experience September 2014 - July 2015
Job Investment Banking Analyst, Mergers & Acquisitions at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  July 2015 - Present
Credit Suisse Asset Management   September 2014 - July 2015
Credit Suisse  July 2013 - September 2014
BlackRock  October 2012 - May 2013
Credit Suisse  June 2012 - August 2012
Sumitomo Mitsui Trust Bank  September 2011 - June 2012

Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Commodity Markets

Education
Macaulay Honors College at The City University of New York   2009 — 2013

Baruch College, City University of New York (CUNY)   2009 — 2013
Bachelor's Degree, Statistics & Quantitative Modeling

Lorenzo de' Medici   2013 — 2013
Study Abroad, Italian Renaissance, Culture, and Civilization

Vin Bailey Vin Bailey Chappaqua, New York Details
Vin Bailey's Credit Suisse Asset Management Experience 1995 - 2000
Job Managing Director at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West  May 2006 - March 2015
Bank of New York Asset Management   2001 - 2006
Credit Suisse Asset Management   1995 - 2000
BEA Associates  1985 - 1995
Kidder Peabody  1980 - 1983

Skills
Alternative Investments, Portfolio Management, Hedge Funds, Investment Strategies, Fixed Income, Investment Management, Equities, Investments, Asset Allocation, High Yield, Asset Management, Capital Markets, Structured Products, Derivatives, Bloomberg, Securities, Fund Of Funds, Mutual Funds, Sales, Client Services, Product Development, Sales Management, Marketing Strategy, Institutional...

Education
Stanford University Graduate School of Business   1983 — 1985
Master of Business Administration (M.B.A.), Finance, General

Columbia College (NY)   1977 — 1981
Bachelor of Arts (BA), Economics / Mathematical Statistics

Nicole Witover Nicole Witover New York, New York Details
Nicole Witover's Credit Suisse Asset Management Experience 1998 - 2000
Job VP, Account Director at McCann Erickson
Industry Marketing and Advertising
Experience
McCann Erickson  October 2010 - Present
mcgarrybowen and dentsu america   June 2009 - October 2010
kirshenbaum bond + partners/Dotglu   October 2007 - March 2009
Saatchi & Saatchi  November 2005 - October 2007
Acxiom Corporation  2002 - 2005
24/7 Media  2000 - 2001
Credit Suisse Asset Management   1998 - 2000

Education
Syracuse University   1992 — 1996
BSc, S.I. Newhouse School of Public Communications

Syosset High School   1989 — 1992

Bradley Jobling Bradley Jobling Greater New York City Area Details
Bradley Jobling's Credit Suisse Asset Management Experience February 1999 - December 1999
Job Social Media Manager at HelpMeSee
Industry Nonprofit Organization Management
Experience
Columbia Business School Alumni Club of New York   January 2014 - Present
HelpMeSee  November 2014 - Present
Columbia University Medical Center  April 2009 - November 2014
Columbia University in the City of New York  May 2004 - March 2009
BWJ International, LLC   June 2001 - May 2004
General Dynamics Information Technology/Equient   November 2000 - June 2001
Bates/CCG.XM/141 Worldwide   December 1999 - November 2000
Credit Suisse Asset Management   February 1999 - December 1999

Skills
Social Media Marketing, Social Networking Sites, Online Advertising, Facebook, YouTube, Twitter, LinkedIn, Itunes, Business Plan..., Web Project Management, Product Development, Social Media Monitoring, Online Marketing, Google Analytics, Wordpress, SEO, Organic Search, Blogging, Community Management, Social Media, Social Marketing, Content Management, Digital Media, WordPress, Web Marketing, Social Media Measurement, New Media, Business Planning, Business Development, Strategy, Email Marketing, Marketing Strategy, Web Design, Content Strategy, Lead Generation, Editing, Digital Strategy, Multimedia, Social Networking, Digital Marketing, Content Development, Web Content

Education
Columbia University - Columbia Business School   1993 — 1995
MBA, Management of Information, Communication & Media

University of Cincinnati College of Business   1983 — 1989
BBA, Information Systems

Boardman High School

Calvin E. Chung, CFA Calvin E. Chung, CFA Greater Chicago Area Details
Calvin E. Chung, CFA's Credit Suisse Asset Management Experience January 2000 - December 2006
Job Relationship Manager at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors  February 2015 - Present
TIAA-CREF  June 2012 - November 2014
Solaris Asset Management   June 2008 - May 2011
Rock Crest Capital LLC   March 2007 - April 2008
Credit Suisse Asset Management   January 2000 - December 2006
Warburg Pincus  2000 - 2000
Eagle Asset Management  July 1997 - December 1999

Skills
Equities, Portfolio Management, Investments

Education
The University of Chicago Booth School of Business   1995 — 1997
MBA, Finance

Brandeis University   1984 — 1988
B.A., Economics

Jim Mcknight Jim Mcknight Washington D.C. Metro Area Details
Jim Mcknight's Credit Suisse Asset Management Experience October 1999 - January 2001
Job Chief Systems Engineer/Architect at Visa Inc.
Industry Financial Services
Experience
Visa  July 2012 - Present
VISA  July 2004 - June 2012
Dresdner Kleinwort Wasserstein  February 2001 - June 2004
Credit Suisse Asset Management   October 1999 - January 2001
Barclays Capital (BZW)   May 1999 - September 1999
UBS (Warburg Dillon Read)   July 1997 - April 1999
British Telecom (BT)   August 1996 - June 1997
British Telecom (BT)   October 1992 - July 1996

Skills
Server Architecture, Enterprise Architecture, Server Consolidation, Technical Leadership, Cross-functional Team..., Project Delivery, Project Coordination, Project Planning, Project Management, Migration Projects, ITIL, Unix Operating Systems, Unix Security, Unix Shell Scripting, Virtualization, High Availability, Disaster Recovery, Virtual Server, Coding Languages, VMware, RHEL, RHEV, Solaris, HP-UX, PowerVM, AIX, Tru64, Unix, Oracle RAC, Veritas Volume Manager, Veritas Cluster Server, Oracle VM, Scripting, Visual Basic, PHP, Python, Perl, Xen, SPARC, IBM pSeries, HP Proliant, Databases, Database Administration, Data Center, Team Leadership, Operations Management, IT Strategy, Big Data, Predictive Analytics, Security

Education
Buckinghamshire New University   1985 — 1987
HND

Kings University
Msc

Elizabeth (Felice) Cuozzo Elizabeth (Felice) Cuozzo Patchogue, New York Details
Elizabeth (Felice) Cuozzo's Credit Suisse Asset Management Experience 1999 - 2002
Job Senior Business Risk Management Analyst
Industry Financial Services
Experience
Broadridge Financial Solutions  March 2014 - Present
Broadridge Financial Solutions  November 2009 - March 2014
Mickey Felice's Steak House   2002 - 2009
Credit Suisse Asset Management   1999 - 2002
Evergreen Funds (First Union National Bank)   1995 - 1999

Skills
Financial Services, Mutual Funds, Securities, Equities, Fixed Income, Banking, Back Office, Series 7, Client Services, Relationship Management, Call Centers, Bloomberg, Financial Markets, Investments, Portfolio Management

Education
Saint Bonaventure University   1990 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General

George Hornig George Hornig New York, New York Details
George Hornig's Credit Suisse Asset Management Experience November 1999 - October 2010
Job Senior Managing Director and Chief Operating Officer at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments  November 2010 - Present
Credit Suisse Asset Management   November 1999 - October 2010
Deutsche Bank Americas   April 1993 - October 1999

Skills
Asset Management, Alternative Investments, Hedge Funds, Investment Banking, Organizational..., Private Equity, Investments, Valuation

Education
Harvard Business School   1977 — 1980
Master of Business Administration (MBA)

Harvard Law School   1976 — 1980
J.D.

Harvard College   1972 — 1976
A.B., Economics

John Horneff John Horneff Greater New York City Area Details
John Horneff's Credit Suisse Asset Management Experience May 2010 - September 2011
Job
Industry Banking
Experience
Esposito Securities, LLC  October 2014 - Present
VJR   May 2010 - Present
Addepar  December 2011 - March 2014
Addepar  September 2011 - March 2014
Credit Suisse Asset Management   May 2010 - September 2011
Credit Suisse First Boston  June 2009 - August 2009

Skills
Hedge Funds, Alternative Investments, Financial Markets, Financial Modeling, Entrepreneurship, Family Office, Institutional Investors, Asset Management, Corporate Development, Private Equity, Strategy, Institutional..., Business Development, Wealth Management, Venture Capital, Business Strategy

Education
Columbia Engineering   2014 — 2016
Master's Degree, Financial Engineering

Columbia University in the City of New York   2006 — 2010
B.A, Economics, Studies in Financial Engineering

London School of Economics and Political Science   2008 — 2008
Certificate, Political Economics

Bergen Catholic   2002 — 2006

Marie-Helene McAndrew Marie-Helene McAndrew Greater New York City Area Details
Marie-Helene McAndrew's Credit Suisse Asset Management Experience 2000 - 2003
Job Managing Director, Perella Weinberg Partners
Industry Banking
Experience
Perella Weinberg Partners  September 2015 - Present
Permal Asset Management  June 2003 - September 2015
Credit Suisse Asset Management   2000 - 2003
Permal Asset Management  1996 - 1999

Skills
Alternative Investments, Fund Of Funds, Hedge Funds, Portfolio Management, Global Macro, Investments, Asset Management, Asset Allocation

Education
Columbia University - School of International and Public Affairs
Master of International Affairs, International Affairs and Finance

Georgetown University   1991 — 1995
BSBA, Finance, General

Lycee Alexandre Dumas

Peter Batchelar, CFA Peter Batchelar, CFA Hartford, Connecticut Area Details
Peter Batchelar, CFA's Credit Suisse Asset Management Experience March 2000 - March 2001
Job VP, Product Management at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners  April 2004 - Present
John A. Levin & Co.   April 2001 - March 2004
Credit Suisse Asset Management   March 2000 - March 2001
Mellon Capital Management  January 1998 - January 2000

Skills
Mutual Funds, Alternative Investments, Separately Managed..., Asset Managment, Equities, Series 7, Portfolio Management, Asset Allocation, Investments, Hedge Funds, Series 63, Fixed Income, Investment Strategies, Securities, Financial Modeling, Capital Markets, FINRA, Wealth Management, Investment Management, Bloomberg

Education
Lehigh University - College of Business and Economics   1993 — 1995
MBA, Business

The University of Connecticut School of Business   1989 — 1992
BS, Finance

Sheryl Hempel Sheryl Hempel Greater New York City Area Details
Sheryl Hempel's Credit Suisse Asset Management Experience 2000 - 2005
Job Senior Managing Director, Head of Client Portfolio Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  2006 - Present
John Levin & Co   March 2005 - November 2005
Credit Suisse Asset Management   2000 - 2005
Morgan Stanley Investment Management  1995 - 1999

Education
Lafayette College   1977 — 1980

University of Denver   1975 — 1977

Gina D'Alessandro Gina D'Alessandro Charlotte, North Carolina Area Details
Gina D'Alessandro's Credit Suisse Asset Management Experience November 2002 - March 2004
Job Regional Director at MidAmerica Financial
Industry Financial Services
Experience
Midamerica Financial   January 2014 - Present
Adhesion Wealth Advisor Solutions  October 2012 - August 2013
Paladin REIT   2010 - August 2011
ATEL Securities   February 2008 - September 2008
AXA Equitable  March 2007 - October 2007
MainStay Investments  November 2005 - December 2006
Gartmore Investments   March 2004 - March 2005
Credit Suisse Asset Management   November 2002 - March 2004
ING Funds  November 2000 - November 2002
Federated Investors  June 1996 - November 2000

Skills
Start-ups, Business Development, Sales Operations, Mutual Funds, Alternative Investments, Investments, Marketing Strategy, Strategic Planning, Retirement, New Business Development, Training, Fixed Income, Marketing, Separately Managed..., Marketing Communications, Series 24, Portfolio Management, Securities, Sales, Investment Strategies, Financial Services, Retirement Planning, Financial Advisory, Sales Management, Series 63, Series 7, Asset Allocation, Product Development, Fixed Annuities

Education
Penn State University   1992 — 1996
Bachelor of Science, Finance, Finance, General

The Pennsylvania State University, State   1992 — 1996
Bachelor's of Science, Finance

Christina Chan Christina Chan Greater New York City Area Details
Christina Chan's Credit Suisse Asset Management Experience April 2011 - May 2015
Job Associate at Credit Suisse Asset Management
Industry Financial Services
Experience
Credit Suisse Asset Management   April 2011 - May 2015
Credit Suisse  February 2010 - April 2011
Bank of New York Mellon  January 2010 - February 2010
The School of Industrial and Labor Relations, Office of Student Services   August 2007 - December 2009
New York City's Human Resources Administration   June 2008 - August 2009
Better Business Bureau of Metropolitan New York  January 2008 - January 2008
Electromagnetics Technologies Industries, Inc.   May 2007 - August 2007

Skills
Strategy, Finance, Analysis, Bloomberg, Derivatives, Alternative Investments, Investments, Asset Management, Due Diligence, Research

Education
Cornell University   2006 — 2010
BS, Industrial and Labor Relations

Bergen County Technical High School   2002 — 2006
High School, Law & Justice Major

The Chinese University of Hong Kong

Norman Graham Norman Graham Lafayette, Louisiana Area Details
Norman Graham's Credit Suisse Asset Management Experience 2004 - 2004
Job Senior C/C++ Programmer at Enquero
Industry Computer Software
Experience
AT&T - Shannon Labs   September 2011 - January 2012
Viewpointe  January 2006 - November 2009
Viewpointe  January 2006 - November 2009
Bear Stearns  2005 - 2005
Credit Suisse Asset Management   2004 - 2004
JPMorgan Chase  2000 - 2004
Automated Pharmaceutical Services.   1994 - 1998

Skills
Software Development, Unix, Object Oriented Design, Testing, SDLC, SOA, Software Engineering, OOP, Databases, Perl, PL/SQL, Linux, C++, Solaris, Shell Scripting, SQL, XML

Education
North Carolina State University
BS, CS

North Carolina State University
BSCS

Chris Pretsch Chris Pretsch Greater Pittsburgh Area Details
Chris Pretsch's Credit Suisse Asset Management Experience December 1999 - December 2000
Job Managing Director at Staley Capital Advisers, Inc.
Industry Financial Services
Experience
Staley Capital Advisers, Inc.   June 2007 - Present
CFA Society of Pittsburgh   2006 - 2011
CFA Society of PIttsburgh   June 2008 - June 2010
Mellon Private Wealth Management  October 2004 - June 2007
Mellon Trust of New York   December 2000 - October 2004
Credit Suisse Asset Management   December 1999 - December 2000
Cantor Fitzgerald  January 1993 - December 1999

Education
Cleveland State University   1989 — 1993
BBA, Finance

Stephen Kaszynski Stephen Kaszynski Arlington, Virginia Details
Stephen Kaszynski's Credit Suisse Asset Management Experience January 2004 - January 2007
Job Director, President and CEO at Homestead Funds
Industry Financial Services
Experience
Homestead Funds   January 2015 - Present
Eaton Vance  September 2008 - May 2014
Credit Suisse Asset Management   January 2004 - January 2007
D.A. Capital Management, LLC   January 2001 - January 2004
Invesco  August 1997 - October 2000
Invesco Management & Research   January 1988 - August 1997
Gardner & Preston Moss, Inc.   September 1982 - January 1988

Skills
Equities, Portfolio Management, Investment Strategies, Hedge Funds, Alternative Investments, Equity Research, Mutual Funds, Investments, Equity Valuation, Asset Managment, Asset Allocation, ETFs, Asset Management, Fund Of Funds, Fixed Income, Bloomberg, Valuation, Investment Management, Derivatives

Education
The University of Chicago - Booth School of Business   1977 — 1980
MBA, Finance

Knox College   1972 — 1976
BA, Honors, Economics

Raphael Thiney Raphael Thiney Washington, District Of Columbia Details
Raphael Thiney's Credit Suisse Asset Management Experience March 2004 - December 2005
Job Seasoned Developer/Manager/Consultant Finance/Healthcare
Industry Financial Services
Experience
Aksia LLC  August 2008 - April 2012
Cerberus Capital Management  2005 - 2007
Credit Suisse Asset Management   March 2004 - December 2005
Credit Suisse Asset Management   March 2004 - December 2005
CapitalThinking  June 1999 - December 2003
Merrill Lynch  September 1998 - June 1999
NewsCorp  August 1997 - June 1998
eConnection   1996 - 1997

Skills
CMS, Intranet, Extranet, Microsoft Office, Portals, Start-ups, Problem Solving, Team Building, Teamwork, .NET, C#, ADO.NET, AJAX.NET, TFS, Log4Net, ASP.NET MVC, Lucene, MVC, Adobe LiveCycle Designer, Factiva, BPM, Windows Azure, SQL Azure, Visual C#, Agile Project Management, Project Management, Virtual Teams, Web Services, JavaScript, SQL, ASP.NET, Business Process Design, Microsoft SQL Server, SDLC, Software Development, Visual Studio, Web Applications, jQuery, Integration, Visio, AJAX, VB.NET, IT Management, Business Process, SharePoint, Architecture, MS Project, Application Architecture, WCF, SOA

Education
Hobart and William Smith College   1992 — 1996
Bachelors, Computer Science

Hobart and William Smith Colleges   1992 — 1996
Bachelor's degree, Computer Science

Don Grochan Don Grochan Greater New York City Area Details
Don Grochan's Credit Suisse Asset Management Experience 1999 - 2000
Job ED Client Performance Reporting
Industry Financial Services
Experience
Morgan Stanley Wealth Management  February 2008 - Present
DNG Technology   January 2007 - February 2008
Legg Mason & Co. LLC   December 2005 - October 2006
Citigroup Asset Management  October 2002 - December 2005
Credit Suisse Asset Management (CSAM)   September 1999 - December 2000
Credit Suisse Asset Management   1999 - 2000
Salomon Brothers  May 1992 - September 1997
Price Waterhouse LLC  1988 - 1992

Skills
IT Strategy, Business Process, Business Analysis, Program Management, Management, Process Improvement, Financial Services, ITIL, Vendor Management, Market Data, Portfolio Management, Project Management, Change Management, PMO, Equities, SDLC, Enterprise Software, Fixed Income

Education
University of South Florida   1985 — 1988
BS

Michigan State University   1982 — 1984

Luisa B. Gallardo Luisa B. Gallardo Greater New York City Area Details
Luisa B. Gallardo's Credit Suisse Asset Management Experience May 1997 - December 2006
Job Compliance Analyst Operations & Risk Control
Industry Investment Banking
Experience
STATE STREET INVESTMENT MANAGEMENT   January 2011 - July 2014
DEUTSCHE BANK ASSET MANAGEMENT  June 2010 - December 2010
MORGAN STANLEY ASSET MANAGEMENT  June 2007 - June 2010
CREDIT SUISSE ASSET MANAGEMENT   May 1997 - December 2006
UBS WARBURG (W.I. CARR-AMERICAS LTD)   August 1994 - May 1997
MERRILL LYNCH, PIERCE & SMITH NEW COURT, New York, NY   October 1992 - August 1994

Skills
Settlements, Fixed Income, Asset Management, Investments, Trading, Client Service, Bloomberg, Derivatives, Equities, Mutual Funds, FX, Securities, Cash, Transaction Processing, Investment Banking, Asset Allocation, Institutional, Customer Relations, Security, Spanish, Microsoft Office, Customer Service, Middle Office, Risk Management, Back Office, Emerging Markets, Capital Markets, Financial Markets, Bonds, Banking, Due Diligence

Education
Saint Peter's University
Bachelor of Science (BS)

C L Jack C L Jack Greater New York City Area Details
C L Jack's Credit Suisse Asset Management Experience 2000 - 2001
Job Project Manager at Compliance Science
Industry Information Technology and Services
Experience
Compliance Science  June 2015 - Present
Kyriba  May 2014 - Present
eFront  July 2013 - January 2014
Reval  April 2007 - June 2013
Linedata Services  May 2006 - April 2007
Bank of America  June 2004 - May 2006
City of New York - FISA  2002 - 2004
Credit Suisse Asset Management   2000 - 2001

Skills
Interest Rate..., Derivatives, Fixed Income, Business Analysis, Trading Systems, FX Options, Risk Management, Market Data, Project Management, Process Improvement, Management, Financial Services, Strategy, Finance, Integration, Requirements Analysis, SDLC, Requirements Gathering, Analysis, Portfolio Management, Visio

Education
American University   1993 — 1995
BA, Economics

Bronx High School of Science   1985 — 1989

Jeanine Lemire Borko Jeanine Lemire Borko Greater New York City Area Details
Jeanine Lemire Borko's Credit Suisse Asset Management Experience August 1996 - May 2000
Job Vice President Human Resources at Rhinebeck Bank
Industry Human Resources
Experience
Rhinebeck Bank  January 2015 - Present
SUNY Orange  2005 - Present
Principia Partners  July 2005 - December 2014
Viewpoint  May 2000 - December 2003
Credit Suisse Asset Management   August 1996 - May 2000
Kinney Parking Systems   April 1995 - August 1996
BlackRock  March 1993 - April 1995

Skills
Change Management, Recruiting, Human Resources, Applicant Tracking..., Employee Relations, Talent Acquisition, Employee Engagement, Talent Management, Management, Business Analysis

Education
Baruch College, City University of New York (CUNY)   1994 — 1997
MS, Human Resources

Saint John's University   1986 — 1990
BA, Psychology

Lenny Lagdamen Lenny Lagdamen Greater New York City Area Details
Lenny Lagdamen's Credit Suisse Asset Management Experience January 2004 - December 2008
Job Incident Manager at Altisource
Industry Financial Services
Experience
SAZL Solutions   February 2009 - Present
Altisource  April 2014 - December 2014
Credit Suisse  June 2011 - October 2012
Credit Suisse Asset Management   January 2004 - December 2008
Deutsche Bank / Zurich Scudder Investments   June 1999 - June 2002
As Prescribed Inc.   May 1997 - May 1999
UBS  August 1997 - October 1998

Skills
Market Data, Fixed Income, Asset Managment, Disaster Recovery, Hedge Funds, Technical Support, Asset Management, Equities, Bloomberg, Trading Systems, Business Analysis, Vendor Management, Electronic Trading, Derivatives, Investment Banking, Capital Markets, Portfolio Management, Financial Services

Education
Pace University   1990 — 1995

Pettine, Christopher Pettine, Christopher Greater New York City Area Details
Pettine, Christopher's Credit Suisse Asset Management Experience December 1999 - July 2001
Job Equity Research Analyst
Industry Financial Services
Experience
Private Investment Fund  March 2012 - March 2015
Franklin Templeton Investments  January 2002 - March 2012
Credit Suisse Asset Management   December 1999 - July 2001

Skills
Equities, Equity Research, Bloomberg, Investments, Valuation, Capital Markets, Portfolio Management, Hedge Funds, Asset Managment, Financial Modeling, Financial Analysis, Securities, Mutual Funds, Alternative Investments, Equity Valuation, Asset Management, Derivatives

Education
Fordham University   1998 — 2001
MBA, Finance

University of Delaware   1990 — 1994
Bachelor of Science (B.S.), Finance, General

Derrick L. Campbell Derrick L. Campbell West Babylon, New York Details
Derrick L. Campbell's Credit Suisse Asset Management Experience March 1997 - August 2003
Job Referee
Industry Sports
Experience
IAABO  November 2009 - Present
The Guardian Life Insurance Company of America  January 2012 - October 2012
MetLife - North Shore Finanical Group   May 2005 - December 2011
JPMorgan Chase  December 2004 - February 2005
Toussaint Capital Partners  March 2004 - November 2004
Credit Suisse Asset Management   March 1997 - August 2003
Blaylock & Partners  July 1995 - July 1996
The Choice Program - Univ. of MD Baltimore County   July 1992 - June 1995

Skills
Investments, Retirement Planning, Financial Planning, Wealth Management, Retirement, Mutual Funds, Pensions, Portfolio Management, Equities, Asset Management, Asset Managment, Banking, Capital Markets, Financial Services, Fixed Income, Insurance, Life Insurance, Securities, Strategic Financial...

Education
Connecticut College   1987 — 1992
Bachelor of Arts (B.A.), Economics

Hartford Public High School   1983 — 1987
Business Administration and Management, General

Susan Casaburri Susan Casaburri Greater New York City Area Details
Susan Casaburri's Credit Suisse Asset Management Experience January 2007 - December 2009
Job Market Data Business Analyst, Project Manager, Office Manager
Industry Financial Services
Experience
Credit Suisse  May 2011 - November 2012
Credit Suisse Asset Management   January 2007 - December 2009
Credit Suisse Asset Management   2002 - December 2006
Credit Suisse Asset Managment   December 1999 - December 2004
Warburg Pincus Asset Mgmt   February 1995 - December 1999
Kidder Peabody  January 1985 - December 1994

Skills
Equities, Fixed Income, Asset Managment, Investment Banking, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Derivatives, Due Diligence, Hedge Funds, Emerging Markets, Management, Investments, Market Data, Middle Office, Strategy, Portfolio Management, Venture Capital, Trading Systems, Vendor Management

Education
State University of New York - System   1984 — 1994
AAS, Business Management

New York Institute of Technology   1982 — 1985
Computer Science

Kera Van Valen, CFA Kera Van Valen, CFA Greater New York City Area Details
Kera Van Valen, CFA's Credit Suisse Asset Management Experience 2002 - 2002
Job Managing Director, Investment Analyst and Portfolio Manager at Epoch Investment Partners
Industry Investment Management
Experience
Epoch Investment Partners  July 2008 - Present
Catalyst Investors  2007 - 2007
Epoch Investment Partners  January 2005 - June 2006
Bank of America  2002 - 2005
Credit Suisse Asset Management   2002 - 2002
JPMorgan Chase  2001 - 2002

Skills
Equities, Portfolio Management, Financial Modeling, Valuation, Fixed Income, Investments, Capital Markets, Equity Research, Private Equity, Asset Allocation, Investment Management, Trading, Investment Strategies

Education
Columbia University - Columbia Business School   2006 — 2008
MBA, Value Investing

Colgate University   1997 — 2001
Mathematics

Laurie Pallas Laurie Pallas Greater New York City Area Details
Laurie Pallas's Credit Suisse Asset Management Experience January 2000 - April 2004
Job Senior Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS  January 2013 - Present
Credit Suisse  January 2011 - April 2012
Credit Suisse  November 2008 - April 2012
Credit Suisse  January 2004 - January 2008
Credit Suisse Asset Management   January 2000 - April 2004
Warburg Pincus  January 1998 - April 2000

Skills
Series 6, 7, 63, 66, 9,...

Education
Muhlenberg College   1991 — 1995
Bachelor of Arts (BA), Economics/ Finance

DePaul High School

Marilyn Wheeler Marilyn Wheeler Greater New York City Area Details
Marilyn Wheeler's Credit Suisse Asset Management Experience October 1986 - May 2003
Job Senior Analyst Data Center Support at HSBC Bank
Industry Information Technology and Services
Experience
HSBC Bank USA  September 2004 - March 2015
Credit Suisse Asset Management   October 1986 - May 2003

Skills
Vendor Management, Equities, Data Center, Risk Management, SDLC, Financial Services, Fixed Income, Business Analysis, Portfolio Management, Banking, Change Management, Process Improvement

Education
The George Washington University - School of Business   2007 — 2007
Master's Certificate, IT Project Management

AnnaMaria Gugliotta AnnaMaria Gugliotta Greater New York City Area Details
AnnaMaria Gugliotta's Credit Suisse Asset Management Experience April 2002 - October 2003
Job Business Analyst Team Lead, Investment Services, Fiserv
Industry Financial Services
Experience
Fiserv  October 2003 - Present
Credit Suisse Asset Management   April 2002 - October 2003
Tucker Anthony Incorporated (acquired by RBC Dain Rauscher)   August 2000 - March 2002
Ashland Management Incorporated   June 1994 - August 2000

Skills
Investments, Business Analysis, Business Requirements, Process Improvement, Requirements Gathering, Requirements Analysis, Accounting, SDLC, Portfolio Management, Visio, Business Process, Business Process..., Analysis, Vendor Management

Education
Pace University   1990 — 1994
BBA, Accounting

Bishop Kearney High School   1986 — 1990

Nicholas Papastavrou Nicholas Papastavrou Greater Boston Area Details
Nicholas Papastavrou's Credit Suisse Asset Management Experience 1998 - 2002
Job Trader at Madison Proprietary Trading Group
Industry Financial Services
Experience
Madison Proprietary Trading Group   AuditorCredit Suisse Asset Management1999 - 2002
credit suisse asset management   1998 - 2002

Education
Boston University Questrom School of Business   1994 — 1997

Karla Neville Karla Neville Greater New York City Area Details
Karla Neville's Credit Suisse Asset Management Experience April 2004 - May 2007
Job Senior Manager, National Event Marketing at Pernod Ricard USA
Industry Public Relations and Communications
Experience
Pernod Ricard USA  July 2014 - Present
Pernod Ricard  July 2012 - Present
Pernod Ricard USA  July 2010 - October 2012
Pernod Ricard USA  July 2008 - September 2010
Absolut Spirits Company Inc.   June 2007 - July 2008
Credit Suisse Asset Management   April 2004 - May 2007
Toscorp, Inc.   March 2000 - June 2003

Skills
Sponsorship, Marketing Communications, Public Relations, Marketing Strategy, Event Management, Social Media, Marketing, Social Media Marketing, Customer Insight, Integrated Marketing, Event Planning, Corporate Communications, Alcoholic Beverages, Creative Direction, Press Releases, Blogging, Management, Strategic Communications

Education
Fordham University   2001 — 2003
Bachelor of Arts (B.A.), Journalism

Emerson College   1999 — 2001
Creative Writing: Short Fiction and Poetry

Russell Katz Russell Katz Ridgefield, Connecticut Details
Russell Katz's Credit Suisse Asset Management Experience July 2000 - March 2005
Job General Counsel at DSM Capital Partners
Industry Financial Services
Experience
DSM CAPITAL PARTNERS LLC   January 2011 - Present
FAMILY MANAGEMENT CORPORATION  March 2005 - January 2011
CREDIT SUISSE ASSET MANAGEMENT   July 2000 - March 2005
GOLDMAN SACHS ASSET MANAGEMENT  July 1999 - July 2000
OPPENHEIMER & CO.   October 1996 - July 1999
NEW YORK STOCK EXCHANGE  September 1994 - October 1996

Skills
Securities, Hedge Funds, Corporate Governance, Equities, Investment Management, Risk Management, Fixed Income, Due Diligence, Investments, Alternative Investments, Broker-Dealer, Securities Regulation, AML, Series 7, Series 24, Series 4, Private Placements, Mutual Funds, Private Equity, Asset Managment, Derivatives, Investment Advisory, Capital Markets, Financial Services, Fund Of Funds, Asset Allocation, SEC, Asset Management, FINRA

Education
New York Law School   1994 — 1997
J.D, Finance

Syracuse University - Maxwell School of Citizenship and Public Affairs   1991 — 1993
Bachelors of Arts & Science, International Relations & Psychology

Case Western Reserve University

Allen Margolius Allen Margolius Greater New York City Area Details
Allen Margolius's Credit Suisse Asset Management Experience May 2000 - March 2004
Job Assoc. Portfolio Manager; Senior VP of Research
Industry Investment Management
Experience
PALISADE CAPITAL MANAGEMENT, LLC   February 2009 - Present
AG ASSET MANAGEMENT, a subsidiary of Angelo, Gordon & Co.   April 2004 - January 2009
CREDIT SUISSE ASSET MANAGEMENT   May 2000 - March 2004
DB Alex. Brown  July 1997 - April 2000
J.P. Morgan   1992 - 1995

Skills
Equity Research, Financials, Analysts, Business Services, Investments, Asset Managment, Trading, Mutual Funds, Stocks

Education
University of Pennsylvania - The Wharton School   1995 — 1997
Masters, Business Administration; Finance

Binghamton University   1989 — 1992
BA, Double Major Economics & Political Science

Philip Mulholland, CFA Philip Mulholland, CFA Greater New York City Area Details
Philip Mulholland, CFA's Credit Suisse Asset Management Experience June 2008 - September 2008
Job Vice President at Credit Suisse
Industry Investment Management
Experience
Credit Suisse  July 2009 - Present
Credit Suisse Asset Management   June 2008 - September 2008
Dyer and Blair Investment Bank   April 2007 - August 2007
Alliance Bernstein  April 2005 - May 2007
Fisher Investments, Inc.   September 2002 - May 2004
Fisher Investments, Inc.   January 2001 - September 2002

Skills
Economics, Portfolio Management, Commodities, Equities, Research, Client Service, Derivatives, Currency, Bloomberg, Investment Banking, Asset Management, Commodity, Trading, Mutual Funds, Asset Allocation, Analysis, Investments

Education
London Business School   2007 — 2009
MBA, Business

IESE Business School - University of Navarra   2009 — 2009
International Exchange (MBA)

University of California, Santa Barbara   1997 — 2001
Bachelors of Arts, 1: Business/ Economics, 2: Communication

Christine Ryba Christine Ryba Greater New York City Area Details
Christine Ryba's Credit Suisse Asset Management Experience July 1999 - March 2002
Job Senior Vice President, Bank of America Global Wealth & Investment Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management Marketing at Bank of America   January 2012 - Present
Mirixa Corporation  August 2007 - June 2011
Rydex Investments  March 2002 - July 2005
Rydex Investments  March 2002 - September 2004
CREDIT SUISSE ASSET MANAGEMENT   July 1999 - March 2002

Skills
Marketing Communications, Marketing Strategy, Marketing, Leadership, Digital Marketing

Education
Marist College   1995 — 1999
B.S., Marketing and International Business

Montgomery High School   1990 — 1995

Steven Plump Steven Plump Greater New York City Area Details
Steven Plump's Credit Suisse Asset Management Experience 1999 - 2006
Job Executive Vice President at PIMCO
Industry Financial Services
Experience
PIMCO  January 2011 - Present
Allianz Global Investors  January 2007 - December 2010
Credit Suisse Asset Management   1999 - 2006
Credit Suisse Asset Management (formerly BEA Associates)   1999 - 2006
Credit Suisse  1999 - 2006
Credit Suisse Group  1999 - 2006
Warburg Pincus  1995 - 1999
Warburg Pincus Asset Management  1995 - 1999
GNA  1990 - 1993

Skills
Alternative Investments, Fixed Income, Series 7, Mutual Funds, Asset Management, Equities, Investment Management, Wealth Management, Investments, Securities, Management, Strategy, Financial Services, Emerging Markets, Hedge Funds, Financial Markets, Asset Managment, 401k, Asset Allocation, Risk Management, Finance, Retirement Planning, Investment Strategies, Series 24, Due Diligence, Investment Advisory, Wealth Management..., FINRA, Series 63, Investment Banking, Fund Of Funds, Financial Advisory, Competitive Analysis, Separately Managed..., Relationship Management, Series 65, Executive Management, Financial Analysis, Financial Modeling, Hedging, Capital Markets, Series 6, Institutional..., Mergers & Acquisitions, Equity Research, Trading, Strategic Financial..., Bloomberg, Private Equity, Retirement

Education
Cornell University   1977 — 1981

Kim Campione Kim Campione Greater New York City Area Details
Kim Campione's Credit Suisse Asset Management Experience November 2000 - March 2002
Job Managing Director of Financial Operations
Industry Financial Services
Experience
Silvercrest Asset Management Group LLC   March 2002 - Present
Credit Suisse Asset Management   November 2000 - March 2002
Donaldson, Lufkin & Jenrette Asset Management   March 1983 - November 2000

Skills
Asset Management, Asset Managment, Financial Analysis, Due Diligence, Capital Markets, Financial Modeling, Hedge Funds, Wealth Management, Hedging, Valuation, Strategy, Relationship Management, Mergers & Acquisitions, Investments, Equity Research, Accounting, Electronic Trading, Banking, Portfolio Management, Strategic Financial..., Series 7, Financial Services, Auditing, Finance, Equities, Alternative Investments, Corporate Finance, Management

Education
City University of New York-College of Staten Island   1982 — 1985
BA, Economics

Cory MacLaren Cory MacLaren Ho Ho Kus, New Jersey Details
Cory MacLaren's Credit Suisse Asset Management Experience May 2006 - December 2006
Job Director at Markit
Industry Financial Services
Experience
Markit  March 2013 - Present
CoreOne Technologies  December 2011 - November 2012
BetaShares   May 2009 - November 2011
CorVal Partners   July 2008 - April 2009
Ellerston Capital Ltd   January 2007 - July 2008
Credit Suisse Asset Management   May 2006 - December 2006
CBA  October 2005 - April 2006
Citigroup Asset Management  February 2002 - March 2005
Goldman Sachs  March 2001 - November 2001
Montgomery Asset Management  April 2000 - March 2001

Skills
Equities, Hedge Funds, Derivatives, Asset Managment, Fixed Income, Middle Office, Prime Brokerage, Financial Services, Securities, Capital Markets, Trading Systems, Back Office, Portfolio Management, Trading, ETFs, Institutional Investors, Management, Wealth Management, Investments, Asset Management, Corporate Actions, Mutual Funds, Settlement, Banking, Business Analysis, Strategy, Investment Banking, Valuation, Financial Markets, Alternative Investments, Bloomberg, Index Funds, Unit Pricing

Education
State University of New York at Oswego   1989 — 1993
Bachelor of Arts (B.A.), Economics

Ben Alibrandi Ben Alibrandi Greater New York City Area Details
Ben Alibrandi's Credit Suisse Asset Management Experience 2007 - Present
Job Managing Director Global Head of Consultant Relations
Industry Investment Management
Experience
Credit Suisse Asset Management   2007 - Present
Lehman Brothers Asset Management  1994 - 2007

Education
Fordham Gabelli School of Business   1992 — 1994
MBA, Accounting

Saint John's University   1984 — 1988
BS, Finance

Harris Rubinroit Harris Rubinroit Greater New York City Area Details
Harris Rubinroit's Credit Suisse Asset Management Experience August 2007 - December 2008
Job Media Relations & Marketing Communications Strategy
Industry Financial Services
Experience
Moody's Corporation  August 2009 - Present
Credit Suisse Asset Management   August 2007 - December 2008
Bloomberg News  May 2004 - August 2007

Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance

New York University - Leonard N. Stern School of Business
BS, Accounting

Balan Venugopal Balan Venugopal Greater Los Angeles Area Details
Balan Venugopal's Credit Suisse Asset Management Experience January 2000 - January 2004
Job Vice President/Trust Relationship Manager/Team Lead at Reliance Trust Company
Industry Banking
Experience
Reliance Trust Company  July 2014 - Present
Union Bank  March 2014 - July 2014
Morgan Stanley  September 2004 - February 2014
MORGAN STANLEY PRIVATE BANK  January 2004 - February 2014
CREDIT SUISSE ASSET MANAGEMENT   January 2000 - January 2004
Littman Krooks LLP  January 1994 - January 2000

Skills
Trusts, Trust Services, Estate Planning, Investments, Portfolio Management, Wills, Tax, Wealth Management..., Wealth Management, Series 7, Securities, Asset Allocation, Asset Management, Powers of Attorney, Investment Management, CRM, High Net Worth..., Retirement Planning, Equities, Investment Advisory, Private Banking, Mutual Funds, Wealth, Alternative Investments

Education
Fordham University School of Law   1990 — 1993
Juris Doctor, Law

Fordham University School of Law   1990 — 1993
Juris Doctor, Law

COLUMBIA UNIVERSITY   1986 — 1990
Bachelor of Art's Degree, History

Hal Liebes Hal Liebes Greater New York City Area Details
Hal Liebes's Credit Suisse Asset Management Experience August 2002 - October 2004
Job Chief Operating Officer at Fred Alger Management
Industry Investment Management
Experience
Fred Alger Management  August 2005 - Present
Fred Alger & Company   August 2005 - Present
AMVESCAP  October 2004 - July 2005
Credit Suisse Asset Management   August 2002 - October 2004
Credit Suiss Asset Management   January 1997 - July 2002

Skills
Mutual Funds, Investment Management, Strategic Planning, Financial Advisory, Hedge Funds, Alternative Investments, Asset Management, Equities, Fixed Income, Investments, Securities, Portfolio Management

Education
Northwestern University School of Law   1986 — 1989
J.D

Columbia University in the City of New York   1982 — 1986
BA, Economics

Leslie Mackross Cassano Leslie Mackross Cassano Greater New York City Area Details
Leslie Mackross Cassano's Credit Suisse Asset Management Experience July 1999 - January 2007
Job Investment Management Professional
Industry Investment Management
Experience
Credit Suisse Asset Management   July 1999 - January 2007
Credit Suisse  1999 - 2007

Education
Pace University - Lubin School of Business   1978 — 1983

Gail S. Landis Gail S. Landis Greater New York City Area Details
Gail S. Landis's Credit Suisse Asset Management Experience 2003 - 2005
Job Independent Director, Investor, Consultant
Industry Investment Management
Experience
Morningstar, Inc. (NASDQ: MORN)   May 2013 - Present
The New School for Public Engagement (NPSE)   April 2013 - Present
Golden Seeds  January 2012 - Present
Pro Mujer  January 2010 - Present
Evercore Asset Management, LLC   2005 - 2011
Credit Suisse Asset Management   2003 - 2005
Alliance Bernstein  2000 - 2002
Sanford C Bernstein & Co, Inc.   1981 - 2000

Skills
Equities, Asset Managment, Investment Management, Investment Strategies, Series 7, Asset Allocation, Equity Research, Emerging Markets, Private Equity, Financial Modeling, Investments, Capital Markets, Venture Capital, Investment Advisory, Asset Management, Portfolio Management

Education
Boston University
Bachelor of Arts (B.A.), East Asian Studies

New York University
M.B.A., Accounting, Taxation

Jeff Alexander Jeff Alexander Greater New York City Area Details
Jeff Alexander's Credit Suisse Asset Management Experience 1999 - 2007
Job Principal at TABB Group
Industry Investment Management
Experience
TABB Group  May 2014 - Present
Barclays Capital  May 2012 - May 2014
SJ Levinson  October 2009 - May 2012
Bloomberg  September 2006 - October 2009
Credit Suisse Asset Management   1999 - 2007
Bank of New York Mellon  1996 - 1999
Bankers Trust  1993 - 1996

Skills
Electronic Trading, Trading, Equity Trading, Trading Strategies, Trading Systems, Market Structure, Microsoft SQL Server, Bloomberg, Trading System, Fixed Income, Asset Management, Equities, Quantitative Analytics, Investment Banking, Investments, Derivatives, Portfolio Management, TCA, Financial Markets, Equity Derivatives, Hedge Funds, ETFs, Capital Markets, Series 7, Securities, Series 63

Education
Rutgers, The State University of New Jersey-Newark   1992 — 1993
MBA, Finance

Goucher College

Jaime Frantantoni Jaime Frantantoni Greater New York City Area Details
Jaime Frantantoni's Credit Suisse Asset Management Experience October 2007 - November 2009
Job Vice President at Citibank
Industry Banking
Experience
Citigroup  December 2009 - Present
Credit Suisse Asset Management   October 2007 - November 2009
Perishing LLC   August 2007 - October 2007
Epoch Investment Partners  June 2006 - August 2007
Lord Abbett & Co  2004 - 2007
UBS  May 2006 - June 2006
Lord Abbett  April 2005 - May 2006
Morrow and Company   January 2002 - April 2005

Education
Monmouth University   1997 — 2001

Freehold Twp Highschool   1994 — 1997

Sami Robbana Sami Robbana Greater New York City Area Details
Sami Robbana's Credit Suisse Asset Management Experience October 2000 - October 2012
Job Product Manager at Blenheim Capital Management, LLC
Industry Financial Services
Experience
Blenheim Capital Management, LLC  June 2014 - Present
Edgestream Partners   October 2012 - May 2014
Credit Suisse Asset Management   October 2000 - October 2012
DLJ Asset Management   October 2000 - January 2001
EIM International   August 1999 - September 2000
Access International Advisors   April 1997 - August 1999

Skills
Global Macro, Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Asset Managment, Equity Derivatives, Portfolio Management, Asset Management, Hedging, Due Diligence, Bonds, Investments

Education
McGill University   1996 — 1997
Finance

HEC Montréal   1993 — 1996
BBA, Finance

Université de Montréal   1992 — 1993
Minor, Economic Sciences

Ecole Zodiac   1978 — 1984

Wai Lee Wai Lee Greater New York City Area Details
Wai Lee's Credit Suisse Asset Management Experience 2000 - 2004
Job Global Head of Quantitative Investments and Senior Portfolio Manager, Managing Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman  May 2004 - Present
Credit Suisse Asset Management   2000 - 2004
J.P. Morgan Investment Management   1996 - 2000
Harvard Business School  1994 - 1996

Skills
Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Equities, Fixed Income, Investments, Derivatives, Capital Markets, Bloomberg

Education
Drexel University - LeBow College of Business   1988 — 1994
MBA, PhD, Finance

The University of Hong Kong   1984 — 1987
B.Sc. (Hon), Engineering

Phil Lauro Phil Lauro Greater New York City Area Details
Phil Lauro's Credit Suisse Asset Management Experience 1995 - 2002
Job Managing Director Fixed Income Trading
Industry Financial Services
Experience
Imperial Capital, LLC  November 2013 - Present
Janney Montgomery Scott  April 2013 - November 2013
Knight Capital Group  June 2008 - April 2013
Credit Derivatives Research LLC   2006 - 2008
Sterne Agee  2006 - 2006
ICAP  2005 - 2006
HSBC Securities  2003 - 2005
Credit Suisse  1996 - 2002
credit suisse asset management   1995 - 2002

Skills
Fixed Income, Bonds, Trading, Credit Derivatives, Buy-side, Series 7, Series 63, Bloomberg, Asset Management, Electronic Trading

Education
Hofstra University   1998 — 2002
MBA, Finance

Hofstra University   1990 — 1995

Hofstra University   1990 — 1994

Chaminade High School

Michael Senft Michael Senft Greater New York City Area Details
Michael Senft's Credit Suisse Asset Management Experience 1994 - 1999
Job Head of Risk Management at Trilogy Advisors
Industry Financial Services
Experience
Trilogy Advisors   Head of Risk ManagementTrilogy Global Advisors1999 - Present
Credit Suisse Asset Management   1994 - 1999
Credit Suisse  1992 - 1997

Skills
Alternative Investments, Fixed Income, Asset Managment, Equities, Hedge Funds, Portfolio Management, Derivatives, Emerging Markets, Securities, Mutual Funds, Asset Allocation, Bloomberg, Investments, Trading, Investment Strategies

Education
University at Albany, SUNY   1986 — 1990

Kei Sasaki Kei Sasaki Greater New York City Area Details
Kei Sasaki's Credit Suisse Asset Management Experience 1998 - 1999
Job Regional Chief Investment Officer Northeast at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank  October 2014 - Present
PineBridge Investments  August 1999 - October 2014
Credit Suisse Asset Management   1998 - 1999
Yasuda Bank & Trust Company   1996 - 1998
MTV Networks  1995 - 1996

Skills
Business Development, RFP, Accounting System, E-commerce, Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Managment, Bloomberg, Investments, Equity Research, Portfolio Management, Investment Management, Mutual Funds, Emerging Markets, Asset Management, Securities, Series 7, Client Liaison, Private Equity, Asset Allocation, Valuation, Financial Modeling, Investment Strategies, Consumer, Equity Valuation, Capital Markets, Institutional...

Education
Fordham Gabelli School of Business   2002 — 2006
MBA, Finance

New York University - Leonard N. Stern School of Business   1991 — 1995
BS, International Business / Finance

Karen Foley, CPA Karen Foley, CPA Greater New York City Area Details
Karen Foley, CPA's Credit Suisse Asset Management Experience 1998 - September 2000
Job Managing Director at ACA Compliance Group
Industry Investment Management
Experience
ACA Performance Services  March 2014 - Present
CFA Institute  2010 - Present
Deloitte & Touche  September 2000 - March 2014
Credit Suisse Asset Management   1998 - September 2000
Warburg Pincus Asset Management  July 1997 - September 2000
Stein Roe & Farnham  December 1995 - July 1997
Furman Selz  September 1994 - December 1995
Oppenheimer Capital  February 1993 - September 1994

Skills
Investment Management, Asset Managment, Mutual Funds, GIPS, Investment Performance, Auditing, Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Equities, Investments, Performance Measurement, Investment Advisory, Fund Accounting, Risk Management, Operational Risk, Internal Controls, Client Services, Asset Management, Financial Services, Fixed Income, Management Consulting

Education
Hofstra University   1989 — 1992
Bachelor of Business Administration (BBA), Accounting

Sachem

Bob Kearney Bob Kearney Greater New York City Area Details
Bob Kearney's Credit Suisse Asset Management Experience 1999 - 2002
Job Hedge Fund Relationship Manager at RBC Capital Markets, LLC
Industry Banking
Experience
RBC Capital Markets, LLC  June 2013 - Present
GE Capital Corp  August 2012 - June 2013
Calyon Corporate and Investment Bank  2006 - 2008
HSBC Securities  2003 - 2006
HSBC  2003 - 2006
Credit Suisse Asset Management   1999 - 2002
Dresdner Kleinwort Benson  1996 - 1999
Smith Barney  1990 - 1996
Smith Barney, Harris Upham, Inc.   1990 - 1996

Skills
Hedge Funds, Fund Of Funds, Investments, Due Diligence, Capital Markets, Portfolio Management, Alternative Investments, Credit, Credit Risk, Negotiation, ISDA, Derivatives, Emerging Markets, Securities, Asset Management, Risk Management, Risk, Banking, Credit Analysis, Financial Analysis, Loans, Swaps, Documentation, Financial Markets, Bonds, Bloomberg, FX, Market Risk, Fixed Income, Equity Derivatives, Financial Risk, Private Equity, Structured Finance, Investment Banking

Education
Kent State University
Bachelors, Economics

New York Institute of Finance
Credit Analysis Program

John Rynn John Rynn Greater New York City Area Details
John Rynn's Credit Suisse Asset Management Experience 2003 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
MacKay Shields  2005 - Present
Credit Suisse Asset Management   2003 - 2005
Goldman Sachs Asset Management  2002 - 2003
Deutsche Asset Management  1999 - 2002
Deutsche Bank - formerly Bankers Trust  1997 - 1999
National Futures Association  January 1994 - June 1996

Skills
Fixed Income, Mutual Funds, Derivatives, Trading, Asset Management, Creative Development, Creative Problem Solving, Securities

Education
Pace University   1999 — 2001
MBA, Finance

City University of New York-Baruch College   1988 — 1992
Bachelor of Business Administration (BBA), Accounting

Julio Reynaldo Ortiz Julio Reynaldo Ortiz Greater New York City Area Details
Julio Reynaldo Ortiz's Credit Suisse Asset Management Experience 1999 - 2001
Job Vice President at ING Financial Services LLC
Industry Legal Services
Experience
ING Financial Services LLC  Director of Facilities ManagementAnderson Kill & Olick, P.C.June 2005 - August 2011
Lehman Brothers  2001 - 2002
Credit Suisse Asset Management   1999 - 2001
Warburg Pincus  1995 - 2001

Education
Fordham University

Craig Kaplan, CFA Craig Kaplan, CFA Washington D.C. Metro Area Details
Craig Kaplan, CFA's Credit Suisse Asset Management Experience 2002 - 2003
Job Managing Director at EJF Capital
Industry Financial Services
Experience
EJF Capital  February 2013 - Present
Crestwood Capital Management   2009 - February 2013
American Capital  2008 - 2009
ARX Investment Management  2006 - 2008
Quellos Capital Management   2003 - 2006
Credit Suisse Asset Management   2002 - 2003
National Hockey League  1993 - 1994

Skills
Hedge Funds, Investor Relations, Business Development, Alternative Investments, Capital Raising

Education
Yale University - Yale School of Management   1998 — 2000
MBA, Finance

Connecticut College   1990 — 1993
BA, Government, History

Horace Mann   1975 — 1989

Bob Hrabchak Bob Hrabchak Greater Boston Area Details
Bob Hrabchak's Credit Suisse Asset Management Experience June 1997 - May 2001
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup  July 2009 - Present
Venus Capital Management   March 2006 - June 2009
Wellington Management  July 2004 - March 2006
UBS Investment Bank  June 2001 - June 2004
Credit Suisse Asset Management   June 1997 - May 2001

Skills
Business Strategy, Marketing Strategy, Politics, Alternative Investments, Capital Markets, Portfolio Management, Microsoft Excel, New Business Development, International Relations, Fixed Income, Hedge Funds, Policy Analysis, Equities, Research, Business Development, Public Speaking, Investments, Sustainable Development, International..., Strategic Planning, International Security, Foreign Policy, Teaching, Change Management, Management, Microsoft Office

Education
University of Pennsylvania - The Wharton School   1989 — 1991
Master of Business Administration (MBA), Accounting and Finance

Harvard University   1981 — 1985
Bachelor of Arts (B.A.), Economics

Deerfield Academy   1977 — 1981

Riguardi, Anthony Riguardi, Anthony New York, New York Details
Riguardi, Anthony's Credit Suisse Asset Management Experience January 2006 - August 2013
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse Asset Management   January 2006 - August 2013
Credit Suisse  June 2003 - January 2006

Skills
Portfolio Management, Hedge Funds, Quantitative Analytics, Asset Allocation, Alternative Investments, Bloomberg, Asset Management, Capital Markets, Equities, Fund Of Funds, Investments, Management, Mutual Funds, Trading, Valuation

Education
Boston College   1999 — 2003
Bachelor of Science (B.S.), Finance

Lorenzo de Medici University   2002 — 2002
Wells College Florence Program, Spring 2002

Nelson Louie Nelson Louie Greater New York City Area Details
Nelson Louie's Credit Suisse Asset Management Experience August 2010 - Present
Job Managing Director at Credit Suisse Asset Management
Industry Investment Banking
Experience
Credit Suisse Asset Management   August 2010 - Present
UBS Investment Bank  May 2009 - January 2011
AIG Financial Products  June 2007 - May 2009
Credit Suisse  April 1993 - June 2007
Credit Suisse Asset Management   1993 - 2007

Education
Union College   1987 — 1991
BA, Economics

Daniel Niland Daniel Niland Greater New York City Area Details
Daniel Niland's Credit Suisse Asset Management Experience 2004 - 2006
Job Managing Director at BlackRock Fixed Income Product Specialist
Industry Investment Management
Experience
BlackRock  January 2010 - Present
Martin Currie  February 2007 - May 2010
Credit Suisse  2006 - 2007
Credit Suisse Asset Management   2004 - 2006
Credit Suisse  2002 - 2004
Morgan Stanley Investment Management  1997 - 2002
Citibank  1995 - 1997
JP Morgan  1987 - 1995

Skills
Business Strategy, Management, Client Services, Portfolio Management, Financial Markets, Securities Lending, Investments, Equities, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Financial Services, Mutual Funds, Capital Markets, Asset Managment, Investment Strategies, Investment Management, Bloomberg, Emerging Markets, Derivatives, Business Development

Education
Fordham University - Graduate School of Business Administration   1989 — 1992
MBA

Iona College   1983 — 1987
BA, Computer Science

Adi Herzberg Adi Herzberg New York, New York Details
Adi Herzberg's Credit Suisse Asset Management Experience 2011 - Present
Job Vice President and Counsel at Credit Suisse Asset Management
Industry Law Practice
Experience
Credit Suisse Asset Management   2011 - Present
Gibson, Dunn & Crutcher LLP   2005 - September 2011

Education
University of Virginia School of Law   2002 — 2005
J.D.

Dartmouth College   1996 — 2000

Christine Aurelio Christine Aurelio Greater New York City Area Details
Christine Aurelio's Credit Suisse Asset Management Experience March 2010 - May 2013
Job Consultant, Business Analyst at Royce & Associates
Industry Investment Management
Experience
Royce & Associates  May 2013 - Present
XL Consulting Solutions, Inc   January 2010 - Present
Credit Suisse Asset Management   March 2010 - May 2013
AMP Capital Investors  November 2007 - December 2009
Implementation Solutions   2005 - 2008
TIAA-CREF  April 2006 - April 2007
Mondrian Investment Partners  May 2005 - March 2006
AllianceBernstein  1998 - 2005
AllianceBernstein  1998 - 2005
Merrin Financial  1996 - 1998

Skills
Equities, Equity Trading, Trading Systems, Fixed Income, Derivatives, Asset Management, Hedge Funds, Portfolio Management, Bloomberg, Electronic Trading, Financial Services, Securities, Trading, Business Analysis, Market Data

Education
Fordham University - Graduate School of Business Administration   1997 — 2000
MBA, Business Administration and Management, General

University of the Philippines   1987 — 1991
AB, Psychology

Assumption High School, Makati
High School

Lionel Benichou Lionel Benichou New York, New York Details
Lionel Benichou's Credit Suisse Asset Management Experience April 2006 - July 2013
Job Director of Finance & Controller at Axar Capital Management
Industry Investment Management
Experience
Axar Capital Management   May 2015 - Present
Altemis Capital Management   August 2013 - April 2015
Credit Suisse Asset Management   April 2006 - July 2013
PlusFunds Group Inc.   January 2003 - April 2006

Skills
Hedge Funds, Portfolio Management, Alternative Investments, Structured Products

Education
EBS - European Business School Paris   2001 — 2002
MBA, International Management

Steve Yevak Steve Yevak Greater New York City Area Details
Steve Yevak's Credit Suisse Asset Management Experience February 2009 - September 2010
Job Investment Management Compliance Professional
Industry Investment Management
Experience
Credit Suisse Asset Management   February 2009 - September 2010
Bear Stearns Asset Management  May 2007 - December 2008
Brown Brothers Harriman & Co.   July 2004 - April 2007
Deloitte & Touche  February 1998 - July 2004

Education
Lafayette College   1977 — 1981
BA, Economics and Business

Michelle Foothorap Michelle Foothorap Greater New York City Area Details
Michelle Foothorap's Credit Suisse Asset Management Experience 1995 - 2000
Job Paralegal Real Estate
Industry Real Estate
Experience
Independent Real Estate Closer   April 2013 - Present
Porter Novelli  2000 - 2004
Credit Suisse Asset Management   1995 - 2000
BEA Associates  1995 - 2000
Jennison Associates  1992 - 1995

Education
Pace University - Lubin School of Business   1996 — 2000
MS, Business Economics

Stony Brook University   1988 — 1992
BA, Economics

Jason Benedict Jason Benedict Greater New York City Area Details
Jason Benedict's Credit Suisse Asset Management Experience 2004 - 2006
Job Director Business Development CITIC Group Travel Investment Co
Industry Venture Capital & Private Equity
Experience
CITIC Rising Star Travel Investment Company   January 2008 - Present
Credit Suisse Group  2003 - 2007
Credit Suisse Asset Management   2004 - 2006

Education
Peking University   2008 — 2009
BIMBA, International Finance

Fordham Gabelli School of Business   2006 — 2008
MBA, International Finance

Rutgers University-New Brunswick   2000 — 2002
BS, Economics

Johnny R. Lee Johnny R. Lee Greater New York City Area Details
Johnny R. Lee's Credit Suisse Asset Management Experience 2001 - 2003
Job VP, Associate Broker at Corley Realty Group
Industry Real Estate
Experience
Corley Realty Group   April 2008 - Present
Flateau Realty Corp   2005 - 2008
Principle Investor Realty   2003 - 2005
Deutsche Asset Management  2003 - 2005
Credit Suisse Asset Management   2001 - 2003
Bank of New York Mellon  1998 - 2001
Happy Kids ltd   1992 - 1996

Skills
Short Sales, Loss Mitigation, Real Estate, Real Estate Transactions, Commercial Real Estate, Brokerage, Property, First Time Home Buyers, Leases, Investors, Real Estate Development, Residential Homes, Rentals, Condos, Real Estate Economics, Property Management, Investments, Foreclosures, Selling, Investment Properties, Real Property, Real Estate Financing

Education
Baruch College, City University of New York (CUNY)   1993 — 1996
BBA, Finance & Investments

Borough of Manhattan Community College   1989 — 1993
A.A.S., Banking and Finance

Paul Robeson High School

Emily Alejos Emily Alejos Greater New York City Area Details
Emily Alejos's Credit Suisse Asset Management Experience April 1997 - December 2006
Job Managing Director at Tradewinds Global Investors
Industry Investment Management
Experience
Tradewinds Global Investors  March 2007 - Present
Credit Suisse Asset Management   April 1997 - December 2006

Education
Stanford University Graduate School of Business   1989 — 1991
MBA

Brown University   1981 — 1985
BA, Economics, Development Studies

Kingswood School Cranbrook   1972 — 1981
HS Diploma

Kimberley Paris Kimberley Paris Greater New York City Area Details
Kimberley Paris's Credit Suisse Asset Management Experience July 2001 - July 2002
Job Merrill Lynch Impact Investing Director
Industry Investment Management
Experience
Merrill Lynch  June 2015 - Present
Merrill Lynch  March 2009 - June 2015
Bank of America  December 2007 - March 2009
Columbia Management  July 2002 - December 2007
Credit Suisse Asset Management   July 2001 - July 2002
BNP Paribas  June 2000 - July 2001
Phillips & Drew International Investments   June 1997 - May 2000
GC Services  September 1994 - May 1997
MTV Networks  May 1990 - September 1994

Skills
Mutual Funds, Product Management, Series 7, Strategy, Competitive Analysis, Leadership, Alternative Investments

Education
Gettysburg College   1986 — 1990
Bachelor of Liberal Arts, Fine Arts

Pocono Mountain Senior High School   1982 — 1986

Frank Garcia III Frank Garcia III Miami/Fort Lauderdale Area Details
Frank Garcia III's Credit Suisse Asset Management Experience April 2001 - March 2003
Job Vice President Latin America, Estate and Succession Planning Consultant
Industry Financial Services
Experience
Harvard Business Review  June 2012 - Present
International Planning Group  2012 - 2015
Raymond James & Associates  May 2008 - March 2012
Wachovia, A Wells Fargo Company  February 2007 - April 2008
Banif Securities   2005 - 2007
UBS  March 2003 - June 2005
Credit Suisse Asset Management   April 2001 - March 2003
Prudential Investments  October 1996 - April 2001
Merrill Lynch  October 1993 - October 1996
Citibank - Porto Alegre   1987 - 1988

Skills
Retirement Planning, Financial Planning, 401k Rollovers, Global Asset Allocation, Strategic Planning, Municipal Bonds, Estate Tax Planning, Global Fixed Income, Global Management, International Securities, Model Portfolios, Portfolio Strategy, Brazilian Portuguese, Spanish, International Bonds, Financial Advice, Portfolio Management, Bonds, Financial Advisory, Asset Allocation, Investment Advisory, Capital Markets, Fixed Income, Alternative Investments, Strategic Financial..., Mutual Funds, Wealth Management, Investment Banking, Asset Management, Wealth Management..., Finance, Business Planning, Insurance, Securities, Investment Strategies, Financial Markets, Series 7, Equities, High Net Worth..., Wealth, Private Banking, Life Insurance, Financial Planners, Hedge Funds, Structured Products, Estate Planning, Investments, Emerging Markets

Education
Barry University   2006 — 2007
CFP, Certified Financial Planner

Universidade Federal Rural do Rio de Janeiro   1976 — 1981
Agriculture Engineer, Engineering

Nina Gupta, CFA, CPA Nina Gupta, CFA, CPA New York, New York Details
Nina Gupta, CFA, CPA's Credit Suisse Asset Management Experience June 2002 - August 2002
Job Sector Head, US Financial Services at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors  September 2014 - Present
Portales Partners  July 2012 - August 2014
Trellus Management  June 2003 - June 2012
Credit Suisse Asset Management   June 2002 - August 2002
KPMG  2000 - 2001
KPMG  1997 - 1999

Skills
Financial Modeling, Due Diligence, Portfolio Management, Capital Markets, Equity Research

Education
University of Pennsylvania - The Wharton School   2001 — 2003
MBA, Finance

UCLA   1993 — 1997
BA, Psychology/Accounting

John Tobin John Tobin Greater New York City Area Details
John Tobin's Credit Suisse Asset Management Experience January 1990 - April 2005
Job Managing Director, Portfolio Manager,Senior Research Analyst at Epoch Investment Partners, Inc.
Industry Investment Management
Experience
Epoch Investment Partners, Inc.   July 2012 - Present
Fordham University  September 2011 - July 2012
Fordham University  August 2009 - October 2011
Halbis Capital Management (USA), Inc.   May 2005 - January 2009
Credit Suisse Asset Management   January 1990 - April 2005
Integrated Resources Asset Management   October 1988 - December 1989
Bankers Trust Company  May 1981 - October 1988

Skills
Valuation, Equities, Economics, Investments, Mutual Funds, Emerging Markets, Asset Management, Investment Strategies, Bloomberg, Fixed Income, Asset Managment, Banking, High Yield, Research, Financial Modeling, Credit, Asset Allocation, Credit Analysis, Hedge Funds, Statistics

Education
Fordham University   1979 — 1985
Ph. D., Economics

Mitch Grabel Mitch Grabel Greater New York City Area Details
Mitch Grabel's Credit Suisse Asset Management Experience April 1994 - March 2007
Job HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management  May 2015 - Present
Cohen & Steers  August 2014 - February 2015
State Street Bank & Trust  April 2007 - June 2014
Credit Suisse Asset Management   April 1994 - March 2007

Skills
Asset Managment, Fixed Income, Relationship Management, Equities, Settlement, Asset Management, Derivatives, Portfolio Management, Investments, Financial Services, Banking, Options, Back Office, Middle Office, Asset Allocation

Education
State University of New York at Buffalo
BA, Social Sciences

William Gambrill William Gambrill Greater New York City Area Details
William Gambrill's Credit Suisse Asset Management Experience 2002 - 2004
Job Investment Representative at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth  September 2008 - Present
Lehman Brothers  April 2004 - September 2008
Credit Suisse Asset Management   2002 - 2004

Education
Trinity College-Hartford   1997 — 2001
B.A. in History, History

The Taft School   1994 — 1997

Henry Figueroa Henry Figueroa Salt Lake City, Utah Details
Henry Figueroa's Credit Suisse Asset Management Experience May 1996 - December 2001
Job Business Analyst and Technical Writer
Industry Information Technology and Services
Experience
Royal Caribbean Cruises, Ltd.   June 2014 - December 2014
CoreLogic  July 2011 - April 2014
American Express  February 2010 - July 2011
Housing and Development Software  November 2006 - February 2009
Credit Suisse Asset Management   May 1996 - December 2001

Skills
Technical Writing, Requirements Gathering, Business Analysis, Testing, User Acceptance Testing, Business Analyst, Process Improvement, Analysis, Business Process Design, Software Quality..., Visio, Software Documentation, Requirements Analysis, Software Project..., MS Project, BPMN 2.0 (process..., Java 8 SE programming..., Use Cases, UML, SQL, Excel Pivot Tables, KPI, Business rules

Education
Florida Institute of Technology   2003 — 2005
Master's Degree, Logistics Management (Supply Chain), GPA: 3.9

University of Maryland University College   2000 — 2003
MS, Technology Management, GPA: 3.4

State University of New York at Buffalo   1989 — 1992
Bachelor's Degree, Media Study (Filmmaking), GPA: 3.0

Georgia Southern University
M.S., Applied Economics in Financial Economics

Lisa Grosswirth Lisa Grosswirth Greater New York City Area Details
Lisa Grosswirth's Credit Suisse Asset Management Experience June 2004 - December 2004
Job Vice President at BNY Mellon
Industry Legal Services
Experience
BNY Mellon Asset Servicing  December 2004 - Present
Credit Suisse Asset Management   June 2004 - December 2004
The Dreyfus Corporation  July 1998 - June 2004
SunAmerica Asset Management Corp.   May 1997 - July 1998
Van Eck Global  July 1996 - May 1997
Smith Barney Mutual Funds Management, Inc.   November 1994 - June 1996
Smeets, Thesseling & Van Bokhorst   October 1991 - October 1994

Skills
Funding, Compliance, Series 7, Product Management, Equities, Mutual Funds, 1940 Act, ETFs, Hedge Funds, SEC reporting, Fund Of Funds, Investments, SEC, Securities, SEC filings, Portfolio Management, Securities Regulation

Education
Long Island University, C.W. Post Campus
Paralegal Certificate, Generalist

University of Miami - School of Business
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General

Christian Stauss Christian Stauss Newport Beach, California Details
Christian Stauss's Credit Suisse Asset Management Experience July 2012 - Present
Job Global Equity Manager at Credit Suisse
Industry Investment Management
Experience
Credit Suisse Asset Management   July 2012 - Present
ROK Capital LLC   January 2011 - June 2012
Tremblant Capital  2005 - December 2010
Kicap Management   2003 - 2005
Fidelity Investments  1997 - 2002

Skills
Hedge Funds, Equities, Investments, Management, Alternative Investments, Private Equity, Asset Management, Capital Markets, Valuation, Portfolio Management, Emerging Markets, Fixed Income, Equity Research, Investment Banking, Bloomberg

Education
University of Pennsylvania - The Wharton School   1995 — 1997
MBA

Dartmouth College   1987 — 1991
BA, Economics

Joan McGreevy Joan McGreevy Greater New York City Area Details
Joan McGreevy's Credit Suisse Asset Management Experience February 2000 - February 2002
Job Vice President at Neville, Rodie & Shaw, Inc.
Industry Financial Services
Experience
Neville, Rodie & Shaw, Inc.   February 2002 - Present
Credit Suisse Asset Management   February 2000 - February 2002
Warburg Pincus Asset Management  March 1986 - February 2000
SCM Corporation  January 1981 - March 1986

Skills
Portfolio Management..., Mutual Fund Allocation, Client Services, Financial Services, Asset Allocation, Mutual Funds, Fixed Income, Portfolio Management, Equities, Hedge Funds, Securities, Emerging Markets, Options, Private Banking, Capital Markets, Investments, Equity Research, Trading Systems, Wealth Management, Investment Management, Financial Analysis, Private Equity, Bonds, Series 7, Investment Strategies, Trading, Fund Of Funds, Relationship Management, Asset Management, Investment Advisory, Separately Managed..., Alternative Investments, Investment Banking, Series 63, Bloomberg, Financial Markets, Valuation, Bloomberg Terminal, Derivatives, High Yield, Financial Modeling, Investor Relations

Education
Marymount Manhattan College   1977 — 1984
BA, Business

Ron Rothblatt Ron Rothblatt Greater New York City Area Details
Ron Rothblatt's Credit Suisse Asset Management Experience August 2010 - Present
Job Consultant at Credit Suisse Asset Management
Industry Financial Services
Experience
Credit Suisse Asset Management   August 2010 - Present
Harbinger Capital Partners  2009 - 2010
Fortress Investment Group  2006 - 2009
DKR Capital  2003 - 2005
Goldman Sachs  1981 - 2002

Skills
Hedge Funds

Education
Brooklyn College
BS, Accounting CPA

Frederick Demers Frederick Demers Greater New York City Area Details
Frederick Demers's Credit Suisse Asset Management Experience January 2012 - Present
Job chez Credit Suisse
Industry Capital Markets
Experience
Credit Suisse Asset Management   January 2012 - Present
Credit Suisse Asset Management   July 2009 - December 2011
La Caisse de dépôt et placement   January 2008 - June 2009
Bank of Canada  November 2001 - December 2007

Education
University of Ottawa / Université d'Ottawa   1999 — 2001
M.A., Economics

Concordia University   1996 — 1999
B.A., Economics

Peter Graham Peter Graham Greater New York City Area Details
Peter Graham's Credit Suisse Asset Management Experience 2007 - 2008
Job CEO at Mirae Asset Global Investments (USA) LLC
Industry Investment Management
Experience
Mirae Asset Global Investments (USA) LLC   2013 - Present
Mirae Asset Discovery Funds   2011 - Present
Mirae Asset Global Investments (USA) LLC   2009 - Present
Credit Suisse Asset Management   2007 - 2008
DB Absolute Return Strategies   2004 - 2006
Deutsche Asset Management  2001 - 2004
Deutsche Asset Management  1999 - 2001
Bankers Trust Company  1994 - 1999

Skills
Hedge Funds, Equities, Mutual Funds, Investments, Emerging Markets, Product Development, Marketing, Marketing Strategy, Asset, Alternative Investments, Asset Managment, Bloomberg

Education
Northwestern University - Kellogg School of Management
Master of Management, Finance, marketing, strategy, international business

Washington University in St. Louis
BS, Computer science

Bill Villafranco Bill Villafranco Greater New York City Area Details
Bill Villafranco's Credit Suisse Asset Management Experience November 1998 - December 2002
Job Founder, Villafranco Wealth Management
Industry Banking
Experience
Villafranco Wealth Management   November 1995 - Present
Credit Suisse Asset Management   November 1998 - December 2002
Bessemer Trust  January 1996 - August 1998

Education
Fordham University - Graduate School of Business Administration   1996 — 1998
Finance and Financial Management Services

Saint Bonaventure University   1982 — 1982
Finance

Jennifer L. Ferguson Jennifer L. Ferguson Greater New York City Area Details
Jennifer L. Ferguson's Credit Suisse Asset Management Experience March 1994 - August 2005
Job Compliance at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors  October 2014 - Present
AIG  November 2013 - October 2014
KBW  November 2010 - February 2013
Semper Capital Management, L.P. (fka Utendahl Capital Management)   March 2007 - February 2010
MFA Financial Inc.   August 2005 - February 2007
Credit Suisse Asset Management   March 1994 - August 2005
Value Line  1989 - 1994

Skills
Fixed Income, Mutual Funds, Bonds, Trading, Portfolio Management, Bloomberg, Asset Management

Education
City University of New York-Baruch College
BBA, Finance&Investments

Pace University - Lubin School of Business
MBA, Financial Management

Paul Julius Paul Julius Greater New York City Area Details
Paul Julius's Credit Suisse Asset Management Experience May 2004 - August 2005
Job Director of Finance at Proskauer Rose LLP
Industry Legal Services
Experience
Proskauer Rose LLP  April 2012 - Present
Morgan Stanley Investment Management  July 2010 - March 2012
Credit Suisse  August 2005 - May 2010
Credit Suisse Asset Management   May 2004 - August 2005
Merrill Lynch Investment Managers  February 2002 - May 2004
Merrill Lynch  June 2000 - February 2002
Merrill Lynch  June 1998 - June 2000
Merrill Lynch  August 1994 - June 1998

Skills
Law Firm Administration, Law Firm Finance, Finance, Strategy, Partnership Accounting, Mergers & Acquisitions, Financial Services, Global Cash Management, Financial Reporting, Securities, Hedge Funds, Private Equity, Corporate Governance, Due Diligence, Capital Markets, Asset Management, Alternative Investments, Equities, Risk Management, Leadership, Private Banking, Series 24, Financial Risk, Wealth Management, Investments, Corporate Finance, Restructuring, Mutual Funds, Portfolio Management, Valuation, Accounting, Financial Modeling, Team Building, Budgeting and..., Project Management

Education
Cornell University
BA

New York University - Leonard N. Stern School of Business
MBA

Aditi Jagannathan Aditi Jagannathan New York, New York Details
Aditi Jagannathan's Credit Suisse Asset Management Experience October 2003 - March 2006
Job SharePoint, Mobility & Rich UX Analyst, Global Operations, Certified Scrum Master, Management Consultant
Industry Information Technology and Services
Experience
KL Software Technologies   November 2012 - Present
XPSoft Pty Ltd   September 2011 - Present
IV&V Australia   May 2012 - June 2012
DiUS Computing   September 2011 - April 2012
DiUS Computing   March 2010 - October 2010
The IQ Business Group, Australia   February 2010 - October 2010
Skandia  March 2006 - September 2007
Credit Suisse Asset Management   October 2003 - March 2006

Skills
User Acceptance Testing, Agile Methodologies, Requirements Analysis, Requirements Gathering, System Testing, Testing, SQL, Business Analysis, Software Project..., Quality Assurance, Web Applications, JIRA, SDLC, Scrum, Test Automation, Test Cases, Quality Center, Regression Testing, Integration Testing, SharePoint, Wireframes, Waterfall, Agile Project Management, Project Delivery, Business Requirements, Agile, Regression, HP Quality Center

Education
University of Auckland   1998 — 2000
BCOM, Operations Mgmt & Marketing

Kathryn Harbison Kathryn Harbison Greater New York City Area Details
Kathryn Harbison's Credit Suisse Asset Management Experience July 2005 - September 2006
Job Freelance Marketing Consultant
Industry Financial Services
Experience
Self  May 2011 - Present
Moody's Analytics  September 2009 - May 2011
Schroder Investment Management  September 2006 - September 2009
Credit Suisse Asset Management   July 2005 - September 2006
Credit Suisse Asset Management   September 2004 - July 2005
American Ballet Theatre  June 2002 - September 2004

Skills
Fixed Income, Management, Marketing, Product Management, Web Analytics

Education
City University of New York-Hunter College
Professional Writing Certificate

University of Pittsburgh
BS, Business Administration

William T. McKinzie William T. McKinzie Greater Chicago Area Details
William T. McKinzie's Credit Suisse Asset Management Experience August 1993 - December 2002
Job Managing Director at TGP Securities, Inc.
Industry Investment Banking
Experience
TGP Securities, Inc.   May 2014 - Present
Agincourt Ltd.   March 2012 - May 2014
HSBC Global Asset Management (USA)   January 2007 - February 2012
Westport Strategies, LLC   January 2003 - December 2006
Credit Suisse Asset Management   August 1993 - December 2002
Continental Bank N.A. (now Bank of America)   October 1984 - August 1993

Skills
Asset Management, Equities, Capital Markets, Fixed Income, Investment Banking, Alternative Investments, Hedge Funds, Quantitative Investing, Insurance, Sales Management, Project Management, Business Strategy, New Business Development, Emerging Markets, Asset Managment, Asset Allocation

Education
Indiana University School of Law—Bloomington
JD cum laude, Law

University of Illinois at Urbana-Champaign - College of Business
BS Honors, Finance

Todd Wolter, CFA Todd Wolter, CFA Greater San Diego Area Details
Todd Wolter, CFA's Credit Suisse Asset Management Experience July 1999 - July 2000
Job Principal / Portfolio Manager at ClariVest Asset Management
Industry Investment Management
Experience
Clarivest Asset Management LLC   March 2006 - Present
Nicholas Applegate  July 2000 - March 2006
Credit Suisse Asset Management   July 1999 - July 2000

Skills
Equities, Portfolio Management, Hedge Funds, Alternative Investments, Equity Research, Risk Management

Education
University of California, Irvine - The Paul Merage School of Business   1997 — 1999
MBA, Finance

University of Southern California
BA, Economics

R. Raymond Pezzuti R. Raymond Pezzuti New York, New York Details
R. Raymond Pezzuti's Credit Suisse Asset Management Experience December 1999 - March 2006
Job Director, Business Support Services at White & Case
Industry Law Practice
Experience
White & Case  October 2010 - Present
BlackRock  April 2006 - October 2010
Credit Suisse Asset Management   December 1999 - March 2006
Bank of America  November 1991 - November 1999
Carlson Travel Group( Ask Mr Forster)   1986 - 1991

Skills
Organizational..., Facilities Management, Project Management, Strategic Sourcing, Global Strategy, Travel Management, Food Service, Contract Negotiation, Vendor Management, Strategic Planning, Budgets, Process Improvement, Operations Management, Team Building, Change Management, Negotiation, Policy, Forecasting, Leadership, Organizational..., Management, Analysis, Project Planning, Training, Employee Relations, Program Management, Team Leadership, Executive Management, Outsourcing, Contract Management, Construction, Strategy, Customer Service, Supervisory Skills, Outlook, Cross-functional Team..., Procurement, Purchasing, Performance Management, Risk Management, Human Resources, Mergers & Acquisitions, New Business Development, Leadership Development, Administration, Finance, Coaching, Access, Financial Analysis, Logistics

Education
City University of New York-Herbert H. Lehman College   1981 — 1985
BA, Health Services Administration

Institute of Audio Research
Certification, Recording Technology

Jeremy Garfield, CFA Jeremy Garfield, CFA Greater New York City Area Details
Jeremy Garfield, CFA's Credit Suisse Asset Management Experience 2000 - 2003
Job Director at Dexia
Industry Banking
Experience
Dexia  April 2014 - Present
Dexia  July 2009 - March 2014
Financial Security Assurance  August 2007 - July 2009
Merrill Lynch  2006 - 2007
Nomura Securities  2004 - 2006
UBS  2003 - 2004
Credit Suisse Asset Management   2000 - 2003
Fiduciary Trust Company  1998 - 1999

Skills
Fixed Income, Asset Management, Portfolio Management, Financial Modeling, Valuation, Credit Risk, Risk Management, Capital Markets, Derivatives, Securities

Education
London School of Economics and Political Science   1998 — 1999

The Pennsylvania State University   1995 — 1999
Bachelor of Science, Finance and International Business

Tisha Mannino Tisha Mannino New Providence, New Jersey Details
Tisha Mannino's Credit Suisse Asset Management Experience 2002 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Columbia asset management  2006 - 2010
Credit Suisse Asset Management   2002 - 2006

Skills
Equities, Equity Research, Investments, Mutual Funds, Bloomberg, Portfolio Management, Securities, Asset Managment, Financial Modeling, Asset Allocation, Valuation, Equity Valuation, Financial Analysis, Investment Strategies, Financial Research, Asset Management

Education
Wharton School, University of Pennsylvania   1997 — 1999
Master of Business Administration (M.B.A.), Finance, General

Dartmouth College   1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government

Dean Benner Dean Benner Greater New York City Area Details
Dean Benner's Credit Suisse Asset Management Experience November 2000 - December 2002
Job CIO at AXIS Capital
Industry Insurance
Experience
AXIS Capital  June 2008 - February 2014
AXIS  2008 - 2014
Deutsche Asset Management  June 2003 - June 2008
Credit Suisse Asset Management   November 2000 - December 2002

Skills
Hedge Funds, Portfolio Management, Alternative Investments, Investments, Risk Management, Equities, Private Equity, Asset Allocation, Fixed Income

Education
Loyola University Chicago   1969 — 1971
Master of Business Administration (MBA), Finance, General

University of Notre Dame   1965 — 1969
Bachelor of Business Administration (BBA), Finance, General

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