Credit Suisse First Boston
Industry: Investment banking company
DescriptionCredit Suisse First Boston was the investment banking division of Credit Suisse Group, prior to 2006. It was active in investment banking, capital markets and financial services. Successor: Credit Suisse's investment banking division Headquarters: New York City, New York, United States Founded: 1988 Ceased operations: 2006 Parent organization: Credit Suisse AG
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Credit Suisse First Boston Employees
Employee
Years
Job
Industry
Claude Gulino Claude Gulino's Credit Suisse First Boston Experience 1985 - 2005
Job Principle at GICS International, Inc.
Industry Financial Services
Experience
GICS International, Inc, August 2014 - Present
Citi September 2012 - June 2014
Heidrick & Struggles November 2009 - August 2012
Heidrick & Struggles December 2009 - September 2011
Adecco NA 2005 - December 2009
Credit Suisse First Boston 1985 - 2005
Credit Suisse First Boston June 1992 - July 2000
Prudential Financial 1982 - 1986
Merrill Lynch 1980 - 1982
Skills
Strategic Consulting, Vendor Management, IT Strategy, Management Consulting, Staff Development, Program Management, Change Management, Outsourcing, Process Improvement, Project Management, Management, Risk Management, Leadership, Strategic Planning, Organizational..., Team Building, Data Center, Contract Negotiation, Budgets, Infrastructure, Business Process..., Project Portfolio..., Governance, Business Transformation, SDLC, PMO, Solution Architecture, Team Leadership, Strategy, Consulting, Sourcing, Project Planning, Team Management, ITIL, CRM, IT Management, Business Intelligence, Analysis, Business Development, Business Process, Business Analysis, IT Service Management, Enterprise Architecture, Professional Services, Integration, Information Technology, Executive Management, Visio, Business Process..., Project Delivery
Education
Rutgers University-New Brunswick 1993 — 1994
Real Estate Broker, Real Estate
Pace University 1981 — 1986
Alta Scuola Politecnica 1967 — 1970
Diploma, Mechanical Engineer
Istituto Professionale Statale G.Marconi 1966 — 1970
Congegnatore Meccanico
GICS International, Inc, August 2014 - Present
Citi September 2012 - June 2014
Heidrick & Struggles November 2009 - August 2012
Heidrick & Struggles December 2009 - September 2011
Adecco NA 2005 - December 2009
Credit Suisse First Boston 1985 - 2005
Credit Suisse First Boston June 1992 - July 2000
Prudential Financial 1982 - 1986
Merrill Lynch 1980 - 1982
Skills
Strategic Consulting, Vendor Management, IT Strategy, Management Consulting, Staff Development, Program Management, Change Management, Outsourcing, Process Improvement, Project Management, Management, Risk Management, Leadership, Strategic Planning, Organizational..., Team Building, Data Center, Contract Negotiation, Budgets, Infrastructure, Business Process..., Project Portfolio..., Governance, Business Transformation, SDLC, PMO, Solution Architecture, Team Leadership, Strategy, Consulting, Sourcing, Project Planning, Team Management, ITIL, CRM, IT Management, Business Intelligence, Analysis, Business Development, Business Process, Business Analysis, IT Service Management, Enterprise Architecture, Professional Services, Integration, Information Technology, Executive Management, Visio, Business Process..., Project Delivery
Education
Rutgers University-New Brunswick 1993 — 1994
Real Estate Broker, Real Estate
Pace University 1981 — 1986
Alta Scuola Politecnica 1967 — 1970
Diploma, Mechanical Engineer
Istituto Professionale Statale G.Marconi 1966 — 1970
Congegnatore Meccanico
Pete Dougherty Pete Dougherty's Credit Suisse First Boston Experience 1994 - 1995
Job Nonprofit Volunteer/Wall Street Veteran
Industry Fund-Raising
Experience
NPH USA 2015 - Present
Bank of America Merrill Lynch 2001 - 2013
Lehman Brothers 1995 - 2000
Credit Suisse First Boston 1994 - 1995
Skills
Marketing, Business Development, Selling Skills, Finance, Sales, Financial Services, Certified Anti-Money..., Series 7, Series 63, Fundraising, Non-profit Program..., Spanish
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Arizona State University, W. P. Carey School of Business 1981 — 1985
Bachelor of Science (B.S.), Economics
NPH USA 2015 - Present
Bank of America Merrill Lynch 2001 - 2013
Lehman Brothers 1995 - 2000
Credit Suisse First Boston 1994 - 1995
Skills
Marketing, Business Development, Selling Skills, Finance, Sales, Financial Services, Certified Anti-Money..., Series 7, Series 63, Fundraising, Non-profit Program..., Spanish
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Arizona State University, W. P. Carey School of Business 1981 — 1985
Bachelor of Science (B.S.), Economics
Mark Read, PMP, MCTS Mark Read, PMP, MCTS's Credit Suisse First Boston Experience 1986 - 1995
Job Manager Project Management Office at Kaiser Permanente
Industry Management Consulting
Experience
Kaiser Permanente May 2015 - Present
Sequence Advisors, Inc. August 2003 - Present
Caspian Consulting Group January 2002 - August 2003
Accordus 2000 - 2001
Nextera 1997 - 1999
Wells Fargo 1995 - 1997
Credit Suisse First Boston 1986 - 1995
Skills
Quantitative..., SQL Reporting Services..., Project Server 2010..., PerformancePoint..., Change Management, Training &..., Business Analysis, Project Portfolio..., Portfolio Strategy, Portfolio Optimization, Software Training, Software Sales, Excel Services, Business Intelligence, Business Management, New Business Development, Graphic Design, Geographic Information..., Microsoft Office, MS Project, Project Scheduling, Agile Project Management, Training, Project Planning, Program Management, Project Server, Management, Requirements Gathering, Visio, Project Management, Cross-functional Team..., Software Project..., SharePoint, Software Industry, Strategy, PMO, Resource Management, Process Improvement, Hands-on Training, Analysis, Enterprise Software, Integration, Leadership, PMP, SDLC, Portfolio Management, Start-ups, Business Process..., GIS, Telecommunications
Education
Amherst College 1980 — 1984
BA, English
Rye Country Day 1976 — 1980
Kaiser Permanente May 2015 - Present
Sequence Advisors, Inc. August 2003 - Present
Caspian Consulting Group January 2002 - August 2003
Accordus 2000 - 2001
Nextera 1997 - 1999
Wells Fargo 1995 - 1997
Credit Suisse First Boston 1986 - 1995
Skills
Quantitative..., SQL Reporting Services..., Project Server 2010..., PerformancePoint..., Change Management, Training &..., Business Analysis, Project Portfolio..., Portfolio Strategy, Portfolio Optimization, Software Training, Software Sales, Excel Services, Business Intelligence, Business Management, New Business Development, Graphic Design, Geographic Information..., Microsoft Office, MS Project, Project Scheduling, Agile Project Management, Training, Project Planning, Program Management, Project Server, Management, Requirements Gathering, Visio, Project Management, Cross-functional Team..., Software Project..., SharePoint, Software Industry, Strategy, PMO, Resource Management, Process Improvement, Hands-on Training, Analysis, Enterprise Software, Integration, Leadership, PMP, SDLC, Portfolio Management, Start-ups, Business Process..., GIS, Telecommunications
Education
Amherst College 1980 — 1984
BA, English
Rye Country Day 1976 — 1980
Marc Wiersum Marc Wiersum's Credit Suisse First Boston Experience September 1997 - March 1999
Job International Finance
Industry Banking
Experience
Anabasis Capital June 2008 - Present
HSBC Private Bank October 2006 - May 2008
Bank of America February 2004 - October 2006
Saci Perere Enterprises May 2002 - February 2004
Mizuho Securities April 2001 - May 2002
JP Morgan March 1999 - April 2000
Credit Suisse First Boston September 1997 - March 1999
Salomon Brothers January 1997 - October 1997
Daiwa Securities June 1995 - January 1997
Skills
Hedge Funds, Trading, Derivatives, Capital Markets, Structured Finance, Trading Strategies, Private Banking, English, Portuguese, Japanese, Export Finance, Fixed Income, Securities Law, Banking Law, Legal Compliance, Civil Litigation, Securities Litigation
Education
Florida International University - College of Law 2014 — 2018
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
The University of Chicago Booth School of Business 1993 — 1995
MBA, Statistics, Economics, International Finance
University of Wisconsin-Madison 1985 — 1989
Political Science, Japanese Language, Classical Greek Literature and History
愛知大学 1987 — 1988
Japanese Language Program, Department of Comparative Culture
Anabasis Capital June 2008 - Present
HSBC Private Bank October 2006 - May 2008
Bank of America February 2004 - October 2006
Saci Perere Enterprises May 2002 - February 2004
Mizuho Securities April 2001 - May 2002
JP Morgan March 1999 - April 2000
Credit Suisse First Boston September 1997 - March 1999
Salomon Brothers January 1997 - October 1997
Daiwa Securities June 1995 - January 1997
Skills
Hedge Funds, Trading, Derivatives, Capital Markets, Structured Finance, Trading Strategies, Private Banking, English, Portuguese, Japanese, Export Finance, Fixed Income, Securities Law, Banking Law, Legal Compliance, Civil Litigation, Securities Litigation
Education
Florida International University - College of Law 2014 — 2018
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
The University of Chicago Booth School of Business 1993 — 1995
MBA, Statistics, Economics, International Finance
University of Wisconsin-Madison 1985 — 1989
Political Science, Japanese Language, Classical Greek Literature and History
愛知大学 1987 — 1988
Japanese Language Program, Department of Comparative Culture
Beth Keegan Adamson Beth Keegan Adamson's Credit Suisse First Boston Experience April 1996 - August 1999
Job HR Consultant at Lanirock Consulting
Industry Human Resources
Experience
Lanirock Consulting LLC October 2013 - Present
Rothschild Inc. August 1999 - October 2013
Credit Suisse First Boston April 1996 - August 1999
Bankers Trust Company 1986 - 1996
Skills
Talent Management, Emerging Markets, Succession Planning, Performance Management, Organizational Design, Corporate Development, Talent Acquisition, Business Strategy, Human Resources, Employee Engagement, Management, Mergers & Acquisitions, Personnel Management, HR Policies, Executive Search, HR Consulting, Deferred Compensation, Recruiting, Executive Coaching, Executive Management, Organizational..., Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2001
Baruch College, City University of New York (CUNY)
ICoach Certificate in Executive Coaching
Fordham University
Bachelor of Arts (BA)
Lanirock Consulting LLC October 2013 - Present
Rothschild Inc. August 1999 - October 2013
Credit Suisse First Boston April 1996 - August 1999
Bankers Trust Company 1986 - 1996
Skills
Talent Management, Emerging Markets, Succession Planning, Performance Management, Organizational Design, Corporate Development, Talent Acquisition, Business Strategy, Human Resources, Employee Engagement, Management, Mergers & Acquisitions, Personnel Management, HR Policies, Executive Search, HR Consulting, Deferred Compensation, Recruiting, Executive Coaching, Executive Management, Organizational..., Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2001
Baruch College, City University of New York (CUNY)
ICoach Certificate in Executive Coaching
Fordham University
Bachelor of Arts (BA)
Bill Peattie Bill Peattie's Credit Suisse First Boston Experience June 1985 - March 1993
Job Managing Member at Peattie Capital Management
Industry Investment Management
Experience
Peattie Capital Management May 2007 - Present
SF Sentry September 2002 - April 2007
Banc of America Securities May 2000 - September 2002
Montgomery Securities 1996 - 2000
Credit Suisse First Boston June 1985 - March 1993
Credit Suisse First Boston March 1983 - June 1985
Skills
Investments, Hedge Funds, Asset Management, Portfolio Management, Series 7, Equities, Alternative Investments, Private Equity, Valuation, Corporate Finance, Fixed Income, Venture Capital, Capital Markets, Investment Strategies
Education
Columbia University - Columbia Business School 1995 — 1996
MBA, Finance
Amherst College 1977 — 1982
Bachelor's Degree
Choate Rosemary Hall 1974 — 1977
GCDS
Peattie Capital Management May 2007 - Present
SF Sentry September 2002 - April 2007
Banc of America Securities May 2000 - September 2002
Montgomery Securities 1996 - 2000
Credit Suisse First Boston June 1985 - March 1993
Credit Suisse First Boston March 1983 - June 1985
Skills
Investments, Hedge Funds, Asset Management, Portfolio Management, Series 7, Equities, Alternative Investments, Private Equity, Valuation, Corporate Finance, Fixed Income, Venture Capital, Capital Markets, Investment Strategies
Education
Columbia University - Columbia Business School 1995 — 1996
MBA, Finance
Amherst College 1977 — 1982
Bachelor's Degree
Choate Rosemary Hall 1974 — 1977
GCDS
James Norell, PMP James Norell, PMP's Credit Suisse First Boston Experience August 2004 - December 2004
Job Principal Consultant at Capco
Industry Management Consulting
Experience
Capco September 2010 - Present
Capital One Financial Advisors June 2009 - September 2010
Credit Suisse October 2007 - December 2008
JPMorgan March 2005 - October 2007
Morgan Stanley January 2005 - March 2005
Credit Suisse First Boston August 2004 - December 2004
JPMorgan Chase March 2003 - August 2004
ITOCHU Technology August 2001 - October 2002
University of Massachusetts Medical School March 2001 - May 2001
Barnes & Noble.com May 2000 - March 2001
Skills
Project Portfolio..., PMO, Program Management, Financial Risk, PMP, Strategy, SDLC, Integration, Project Management, Governance, MS Project, Leadership, Management, Outsourcing, Quality Assurance, Business Analysis, Business Process..., Vendor Management, Microsoft Project
Education
Adelphi University
MBA, Banking and Financial Markets
International Program and Project Management School
Certificate, Program / Project Management
Stony Brook University
Certificate, Project Management Plus
Susquehanna University
BA, Computer Science
Capco September 2010 - Present
Capital One Financial Advisors June 2009 - September 2010
Credit Suisse October 2007 - December 2008
JPMorgan March 2005 - October 2007
Morgan Stanley January 2005 - March 2005
Credit Suisse First Boston August 2004 - December 2004
JPMorgan Chase March 2003 - August 2004
ITOCHU Technology August 2001 - October 2002
University of Massachusetts Medical School March 2001 - May 2001
Barnes & Noble.com May 2000 - March 2001
Skills
Project Portfolio..., PMO, Program Management, Financial Risk, PMP, Strategy, SDLC, Integration, Project Management, Governance, MS Project, Leadership, Management, Outsourcing, Quality Assurance, Business Analysis, Business Process..., Vendor Management, Microsoft Project
Education
Adelphi University
MBA, Banking and Financial Markets
International Program and Project Management School
Certificate, Program / Project Management
Stony Brook University
Certificate, Project Management Plus
Susquehanna University
BA, Computer Science
Ira J. Krulik, CFP®, CRPC®, CMFC® Ira J. Krulik, CFP®, CRPC®, CMFC®'s Credit Suisse First Boston Experience April 1996 - March 2000
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
IJK Consulting LLC January 2013 - April 2014
New York Portfolio Clearing, LLC July 2010 - August 2012
Credit Suisse Securities (USA) LLC March 2000 - July 2010
Credit Suisse First Boston April 1996 - March 2000
Merrill Lynch Futures, Inc. 1979 - 1996
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, Investment Analysis
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Business
Kingsborough Community College 1975 — 1977
AAS, Accounting
Ameriprise Financial Services, Inc. April 2014 - Present
IJK Consulting LLC January 2013 - April 2014
New York Portfolio Clearing, LLC July 2010 - August 2012
Credit Suisse Securities (USA) LLC March 2000 - July 2010
Credit Suisse First Boston April 1996 - March 2000
Merrill Lynch Futures, Inc. 1979 - 1996
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, Investment Analysis
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Business
Kingsborough Community College 1975 — 1977
AAS, Accounting
Steve Gecewicz Steve Gecewicz's Credit Suisse First Boston Experience 1978 - 1993
Job Financial Services Professional
Industry Financial Services
Experience
Daiwa Securities America 1993 - 2002
Daiwa Securities 1993 - 2002
Credit Suisse First Boston 1978 - 1993
Education
Baruch College, City University of New York (CUNY) 1969 — 1972
Master of Business Administration (MBA), Computer Methodology, A
City University of New York-Brooklyn College 1961 — 1967
Bachelor's Degree, English Language and Literature, General
Daiwa Securities America 1993 - 2002
Daiwa Securities 1993 - 2002
Credit Suisse First Boston 1978 - 1993
Education
Baruch College, City University of New York (CUNY) 1969 — 1972
Master of Business Administration (MBA), Computer Methodology, A
City University of New York-Brooklyn College 1961 — 1967
Bachelor's Degree, English Language and Literature, General
Renu Saxena's Credit Suisse First Boston Experience 1998 - 2004
Job Consultant at Resources Global Professionals
Industry Financial Services
Experience
Resources Global Professionals July 2009 - Present
Credit Suisse 2005 - 2008
Credit Suisse First Boston 1998 - 2004
Credit Suisse First Boston 1996 - 1998
National Bank of Canada 1987 - 1995
Credit Suisse - New York Branch 1985 - 1987
Skills
Finance, Consolidation, Project Management, Cost Allocation, Profitable, Vehicles, Internal Controls, Forecasting, Financial Accounting, General Ledger, Financial Modeling, Sarbanes-Oxley Act, Due Diligence, Corporate Finance, Financial Risk
Education
Adelphi University 1978 — 1980
MBA, International Financial
Baruch College, City University of New York (CUNY) 1977 — 1980
BBA, Accounting
Resources Global Professionals July 2009 - Present
Credit Suisse 2005 - 2008
Credit Suisse First Boston 1998 - 2004
Credit Suisse First Boston 1996 - 1998
National Bank of Canada 1987 - 1995
Credit Suisse - New York Branch 1985 - 1987
Skills
Finance, Consolidation, Project Management, Cost Allocation, Profitable, Vehicles, Internal Controls, Forecasting, Financial Accounting, General Ledger, Financial Modeling, Sarbanes-Oxley Act, Due Diligence, Corporate Finance, Financial Risk
Education
Adelphi University 1978 — 1980
MBA, International Financial
Baruch College, City University of New York (CUNY) 1977 — 1980
BBA, Accounting
Erin Tolar Erin Tolar's Credit Suisse First Boston Experience May 2004 - August 2004
Job Local Sales Manager at Yelp
Industry Marketing and Advertising
Experience
Yelp September 2014 - Present
Yelp September 2014 - Present
Yelp August 2013 - Present
Yelp August 2012 - July 2013
Callaway Golf April 2010 - April 2012
Antigua Group, Inc June 2006 - April 2010
DMB Associates, Inc May 2005 - August 2005
Credit Suisse First Boston May 2004 - August 2004
Skills
Golf, Sales Management, Trade Shows, Inventory Management, Account Management, Sales Presentations, Visual Merchandising, Retail, Customer Service, Strategic Planning, BS Finance, Key Account..., Data Analysis, Research, Team-oriented, Multi Tasking, Athletic Performance, Intercollegiate..., Athletic Apparel, Athletic Footwear, Eyewear, Socks, Luggage, Sales Leadership..., Sales Hiring, Team Management, Team Leadership, Business Coaching, Sales, Apparel
Education
Arizona State University, W. P. Carey School of Business 2001 — 2006
Bachelor of Science (BS), Finance, General, 3.8
Yelp September 2014 - Present
Yelp September 2014 - Present
Yelp August 2013 - Present
Yelp August 2012 - July 2013
Callaway Golf April 2010 - April 2012
Antigua Group, Inc June 2006 - April 2010
DMB Associates, Inc May 2005 - August 2005
Credit Suisse First Boston May 2004 - August 2004
Skills
Golf, Sales Management, Trade Shows, Inventory Management, Account Management, Sales Presentations, Visual Merchandising, Retail, Customer Service, Strategic Planning, BS Finance, Key Account..., Data Analysis, Research, Team-oriented, Multi Tasking, Athletic Performance, Intercollegiate..., Athletic Apparel, Athletic Footwear, Eyewear, Socks, Luggage, Sales Leadership..., Sales Hiring, Team Management, Team Leadership, Business Coaching, Sales, Apparel
Education
Arizona State University, W. P. Carey School of Business 2001 — 2006
Bachelor of Science (BS), Finance, General, 3.8
Andy Singer, CFA's Credit Suisse First Boston Experience May 2000 - January 2002
Job Investment Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management September 2014 - Present
Placera Capital Management September 2013 - September 2014
Cramer Rosenthal McGlynn October 2009 - August 2013
BlackRock April 2006 - March 2009
Evergreen Investments November 2004 - March 2006
Credit Suisse First Boston May 2000 - January 2002
Credit Suisse First Boston June 1997 - April 2000
Skills
Equity Research, Equities, Financial Modeling, Valuation, Investments, Analysis, Alternative Investments, Equity Valuation, Hedge Funds, Bloomberg, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, Finance
Tufts University 1993 — 1997
BA, Quantitative Economics
Manulife Asset Management September 2014 - Present
Placera Capital Management September 2013 - September 2014
Cramer Rosenthal McGlynn October 2009 - August 2013
BlackRock April 2006 - March 2009
Evergreen Investments November 2004 - March 2006
Credit Suisse First Boston May 2000 - January 2002
Credit Suisse First Boston June 1997 - April 2000
Skills
Equity Research, Equities, Financial Modeling, Valuation, Investments, Analysis, Alternative Investments, Equity Valuation, Hedge Funds, Bloomberg, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, Finance
Tufts University 1993 — 1997
BA, Quantitative Economics
Samuel Michaels Samuel Michaels's Credit Suisse First Boston Experience August 2004 - December 2007
Job
Industry Entertainment
Experience
NBCUniversal, Inc. April 2012 - Present
NBC Universal September 2010 - April 2012
NBC Universal April 2008 - September 2010
Credit Suisse December 2007 - April 2008
Credit Suisse First Boston August 2004 - December 2007
Credit Suisse First Boston June 2003 - August 2003
First Capital Group December 1999 - June 2002
Skills
Restructuring, Joint Ventures, Mergers, Investments, Investment Banking, Business Strategy, Acquisitions, Divestitures, Financial Modeling, Emerging Markets, Private Equity, Corporate Development, Venture Capital, Valuation, Corporate Finance, Mergers & Acquisitions, Finance, General Awesomeness, Strategy, Strategic Partnerships, Management, Digital Media, Leadership, Leveraged Finance, Portfolio Management, Business Development, Due Diligence, M&A experience, Start-ups
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA
London School of Economics 1997 — 1998
General Course
Babson College 1995 — 1999
BS
NBCUniversal, Inc. April 2012 - Present
NBC Universal September 2010 - April 2012
NBC Universal April 2008 - September 2010
Credit Suisse December 2007 - April 2008
Credit Suisse First Boston August 2004 - December 2007
Credit Suisse First Boston June 2003 - August 2003
First Capital Group December 1999 - June 2002
Skills
Restructuring, Joint Ventures, Mergers, Investments, Investment Banking, Business Strategy, Acquisitions, Divestitures, Financial Modeling, Emerging Markets, Private Equity, Corporate Development, Venture Capital, Valuation, Corporate Finance, Mergers & Acquisitions, Finance, General Awesomeness, Strategy, Strategic Partnerships, Management, Digital Media, Leadership, Leveraged Finance, Portfolio Management, Business Development, Due Diligence, M&A experience, Start-ups
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA
London School of Economics 1997 — 1998
General Course
Babson College 1995 — 1999
BS
David Hollister David Hollister's Credit Suisse First Boston Experience May 1986 - May 1996
Job Managing Director at Newmark Grubb Knight Frank
Industry Real Estate
Experience
Newmark Grubb Knight Frank September 2005 - Present
ProBatter July 2001 - August 2005
Arrowsight 1998 - 2001
BNP Paribas May 1996 - July 1997
Credit Suisse First Boston May 1986 - May 1996
KPMG June 1984 - May 1986
Skills
Real Estate, Real Estate Development, Tenant, Valuation, Due Diligence, Asset Management, Leases, Commercial Real Estate, Selling, Management, Brokerage, Sales, Finance, Disposition, Portfolio Management, Real Estate Transactions, Capital Markets, Real Estate Economics, Investment Properties, Strategic Planning, Negotiation, Business Strategy, Contract Negotiation, Corporate Real Estate
Education
New York University - Leonard N. Stern School of Business
MBA, Accounting
Amherst College 1980 — 1984
BA, Geology
University School 1977 — 1982
NA
Newmark Grubb Knight Frank September 2005 - Present
ProBatter July 2001 - August 2005
Arrowsight 1998 - 2001
BNP Paribas May 1996 - July 1997
Credit Suisse First Boston May 1986 - May 1996
KPMG June 1984 - May 1986
Skills
Real Estate, Real Estate Development, Tenant, Valuation, Due Diligence, Asset Management, Leases, Commercial Real Estate, Selling, Management, Brokerage, Sales, Finance, Disposition, Portfolio Management, Real Estate Transactions, Capital Markets, Real Estate Economics, Investment Properties, Strategic Planning, Negotiation, Business Strategy, Contract Negotiation, Corporate Real Estate
Education
New York University - Leonard N. Stern School of Business
MBA, Accounting
Amherst College 1980 — 1984
BA, Geology
University School 1977 — 1982
NA
Anjelina Belakovskaia Anjelina Belakovskaia's Credit Suisse First Boston Experience June 2000 - August 2000
Job Lecturer, Finance Department, Eller College of Management, The University of Arizona
Industry Higher Education
Experience
The University of Arizona January 2011 - Present
Belakovskaia Chess Academy June 2010 - Present
Breakthrough Business Technologies, Inc. April 2008 - Present
... May 2003 - Present
Princess Cruises March 2003 - April 2003
Williams Energy July 2002 - September 2002
Williams Energy April 2001 - July 2002
Credit Suisse First Boston June 2000 - August 2000
USCF & FIDE July 1991 - December 1999
Skills
Exotics, Energy Markets, Risk Management, Negotiation, Derivatives, Trading, Quantitative Analytics, Chess, Weather Derivatives, Structured Products, Options, Economics, VBA, Project Planning, Fixed Income, Strategy, University Teaching, Equities
Education
New York University 1999 — 2001
MS
Odessa State Agrarian University 1986 — 1990
BS
The University of Arizona January 2011 - Present
Belakovskaia Chess Academy June 2010 - Present
Breakthrough Business Technologies, Inc. April 2008 - Present
... May 2003 - Present
Princess Cruises March 2003 - April 2003
Williams Energy July 2002 - September 2002
Williams Energy April 2001 - July 2002
Credit Suisse First Boston June 2000 - August 2000
USCF & FIDE July 1991 - December 1999
Skills
Exotics, Energy Markets, Risk Management, Negotiation, Derivatives, Trading, Quantitative Analytics, Chess, Weather Derivatives, Structured Products, Options, Economics, VBA, Project Planning, Fixed Income, Strategy, University Teaching, Equities
Education
New York University 1999 — 2001
MS
Odessa State Agrarian University 1986 — 1990
BS
Anthony Carducci Anthony Carducci's Credit Suisse First Boston Experience November 1997 - May 1999
Job Systems Analyst at Caesars Entertainment Corporation
Industry Information Technology and Services
Experience
Caesars Entertainment Corporation February 2014 - Present
Citibank April 2010 - February 2014
U.S. Department of Energy May 2004 - April 2010
Shift4 Corporation July 2002 - August 2003
Longford Group/Wexford Homes March 2003 - May 2003
Sullivan & Cromwell LLP October 1999 - March 2000
Pfizer Pharmaceuticals May 1995 - July 1999
Credit Suisse First Boston November 1997 - May 1999
Time Inc. August 1992 - May 1995
MasterCard September 1989 - March 1992
Skills
ITIL, Cyber Security, Disaster Recovery, Network Troubleshooting, Windows Server, Help Desk Support, Troubleshooting, Information Technology, Integration, IT Operations, IT Management, Active Directory, Network Administration, Servers, Networking, System Administration, Software Documentation, Computer Security, VMware, Visio, Security, Data Center, Technical Support, Windows, SharePoint, Network Security, Vendor Management, Microsoft Exchange, Virtualization, IT Service Management, System Deployment, Information Security, IT Strategy, Operating Systems, Windows 7, Software Installation, VPN, Hardware, Windows XP, Requirements Analysis, Microsoft Technologies, Computer Hardware, Business Analysis, Systems Analysis, Lotus Notes, SAN, Wireless Networking, Project Management, Process Improvement, DNS
Education
Ashworth University 2007 — 2010
Associates, Computer Information Management
Grumman Data Systems Institute 1989 — 1989
Computer Operations, Computer Operations
JHS 158
Caesars Entertainment Corporation February 2014 - Present
Citibank April 2010 - February 2014
U.S. Department of Energy May 2004 - April 2010
Shift4 Corporation July 2002 - August 2003
Longford Group/Wexford Homes March 2003 - May 2003
Sullivan & Cromwell LLP October 1999 - March 2000
Pfizer Pharmaceuticals May 1995 - July 1999
Credit Suisse First Boston November 1997 - May 1999
Time Inc. August 1992 - May 1995
MasterCard September 1989 - March 1992
Skills
ITIL, Cyber Security, Disaster Recovery, Network Troubleshooting, Windows Server, Help Desk Support, Troubleshooting, Information Technology, Integration, IT Operations, IT Management, Active Directory, Network Administration, Servers, Networking, System Administration, Software Documentation, Computer Security, VMware, Visio, Security, Data Center, Technical Support, Windows, SharePoint, Network Security, Vendor Management, Microsoft Exchange, Virtualization, IT Service Management, System Deployment, Information Security, IT Strategy, Operating Systems, Windows 7, Software Installation, VPN, Hardware, Windows XP, Requirements Analysis, Microsoft Technologies, Computer Hardware, Business Analysis, Systems Analysis, Lotus Notes, SAN, Wireless Networking, Project Management, Process Improvement, DNS
Education
Ashworth University 2007 — 2010
Associates, Computer Information Management
Grumman Data Systems Institute 1989 — 1989
Computer Operations, Computer Operations
JHS 158
Karl Knight's Credit Suisse First Boston Experience January 2000 - December 2002
Job President & CFO at RocketSpace Inc.
Industry Renewables & Environment
Experience
RocketSpace Inc. January 2013 - Present
Recurrent Energy September 2008 - Present
Regenesis Power LLC January 2007 - January 2008
Vantage Media June 2006 - December 2006
Savvian March 2004 - June 2006
SoundView Technology Group March 2003 - March 2004
Credit Suisse First Boston January 2000 - December 2002
DLJ April 1997 - January 2000
National Westminster Bank August 1990 - June 1997
Skills
Venture Capital, Mergers, Financial Modeling, Corporate Development, Private Equity, Valuation, Private Placements, Corporate Finance, Due Diligence, Investment Banking, Start-ups, Financial Structuring, M&A experience, Project Finance, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Bangor University 1987 — 1990
Finance, Finance, Economics, Banking
RocketSpace Inc. January 2013 - Present
Recurrent Energy September 2008 - Present
Regenesis Power LLC January 2007 - January 2008
Vantage Media June 2006 - December 2006
Savvian March 2004 - June 2006
SoundView Technology Group March 2003 - March 2004
Credit Suisse First Boston January 2000 - December 2002
DLJ April 1997 - January 2000
National Westminster Bank August 1990 - June 1997
Skills
Venture Capital, Mergers, Financial Modeling, Corporate Development, Private Equity, Valuation, Private Placements, Corporate Finance, Due Diligence, Investment Banking, Start-ups, Financial Structuring, M&A experience, Project Finance, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Bangor University 1987 — 1990
Finance, Finance, Economics, Banking
Jennifer Sandler Jennifer Sandler's Credit Suisse First Boston Experience InternCredit Suisse2006 - 2006
Job Analyst at Credit Suisse First Boston
Industry Investment Banking
Experience
Credit Suisse First Boston InternCredit Suisse2006 - 2006
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BA, Finance
Credit Suisse First Boston InternCredit Suisse2006 - 2006
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BA, Finance
Dimitri Shilman Dimitri Shilman's Credit Suisse First Boston Experience 2010 - August 2010
Job Sr. Software Engineer at AIG
Industry Information Technology and Services
Experience
AIG May 2012 - Present
SD Consulting October 1996 - Present
JPMorgan Chase May 2011 - May 2012
Thomson Reuters 2011 - May 2011
Credit Suisse First Boston 2010 - August 2010
HedgeServ 2009 - December 2009
AIG Investments August 2007 - April 2009
Northrop Grumman January 2007 - August 2007
Skills
Agile Methodologies, SQL, Business Analysis, Microsoft SQL Server, Requirements Analysis, Business Intelligence, Enterprise Architecture, Oracle, SDLC, Sybase, C#, Data Warehousing, ETL, Unix
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1982 — 1987
BS, Electronic Engineering
AIG May 2012 - Present
SD Consulting October 1996 - Present
JPMorgan Chase May 2011 - May 2012
Thomson Reuters 2011 - May 2011
Credit Suisse First Boston 2010 - August 2010
HedgeServ 2009 - December 2009
AIG Investments August 2007 - April 2009
Northrop Grumman January 2007 - August 2007
Skills
Agile Methodologies, SQL, Business Analysis, Microsoft SQL Server, Requirements Analysis, Business Intelligence, Enterprise Architecture, Oracle, SDLC, Sybase, C#, Data Warehousing, ETL, Unix
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1982 — 1987
BS, Electronic Engineering
Aivars Linarts's Credit Suisse First Boston Experience 2001 - 2003
Job Controller, Innovation and BU Reporting at Millipore
Industry Biotechnology
Experience
Millipore April 2011 - Present
Linarts Consulting October 2010 - Present
TJX March 2008 - September 2010
Coldwell Banker December 2004 - March 2008
Credit Suisse First Boston 2001 - 2003
PricewaterhouseCoopers 1996 - 2000
Skills
Strategy, Financial Modeling, Corporate Finance
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, Finance
Bentley University 1992 — 1993
BS, Finance
CFA Institute
CFA, Investments and Finance
Millipore April 2011 - Present
Linarts Consulting October 2010 - Present
TJX March 2008 - September 2010
Coldwell Banker December 2004 - March 2008
Credit Suisse First Boston 2001 - 2003
PricewaterhouseCoopers 1996 - 2000
Skills
Strategy, Financial Modeling, Corporate Finance
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, Finance
Bentley University 1992 — 1993
BS, Finance
CFA Institute
CFA, Investments and Finance
Alexander Rozenbaum Alexander Rozenbaum's Credit Suisse First Boston Experience 2004 - 2005
Job Consultant at Bank of America
Industry Information Technology and Services
Experience
Bank of America August 2013 - Present
Bloomberg December 2009 - July 2013
UBS Investment Bank October 2008 - January 2010
Reuters April 2008 - October 2008
Morgan Stanley 2005 - February 2008
Credit Suisse First Boston 2004 - 2005
DST International 2001 - 2004
Askari 2001 - 2004
Cendant Mobility 2000 - 2001
Vicinium Systems 1999 - 2000
Skills
C#, Requirements Analysis, ASP.NET, Product Development, Software Development, Risk Management, C++, Software Engineering, Leadership, Management, Integration, Business Analysis, SQL, Vendor Management, Enterprise Architecture, Unix, Software Project..., Business Intelligence, Web Services
Education
Gomel'ski Dzjaržauny Universitet imja Franciska Skarany 1975 — 1980
Bank of America August 2013 - Present
Bloomberg December 2009 - July 2013
UBS Investment Bank October 2008 - January 2010
Reuters April 2008 - October 2008
Morgan Stanley 2005 - February 2008
Credit Suisse First Boston 2004 - 2005
DST International 2001 - 2004
Askari 2001 - 2004
Cendant Mobility 2000 - 2001
Vicinium Systems 1999 - 2000
Skills
C#, Requirements Analysis, ASP.NET, Product Development, Software Development, Risk Management, C++, Software Engineering, Leadership, Management, Integration, Business Analysis, SQL, Vendor Management, Enterprise Architecture, Unix, Software Project..., Business Intelligence, Web Services
Education
Gomel'ski Dzjaržauny Universitet imja Franciska Skarany 1975 — 1980
Lisa Kolker Brocato Lisa Kolker Brocato's Credit Suisse First Boston Experience September 1988 - August 1991
Job Experienced Management Consultant and Strategist
Industry Management Consulting
Experience
Think Social, New York April 2012 - Present
Whole Soul January 2007 - March 2012
Deloitte Consulting July 1999 - June 2005
Deloitte Consulting September 1993 - July 1999
Credit Suisse First Boston September 1988 - August 1991
Skills
Management Consulting, Business Strategy, Social Media Marketing, Product Development, Cost Reduction, Re-engineering, Optimisation, Process Engineering, Digital Marketing, Social Media, Leadership, Strategy, Multi-channel Retail, B2B, Management, Advertising, Business Development, SEO, Retail Marketing, Marketing, E-commerce, Entrepreneurship, Retail Buying, Marketing Strategy, Retail Sales
Education
Harvard Business School 1991 — 1993
MBA
Barnard College 1984 — 1988
BA 1988, Economics
Think Social, New York April 2012 - Present
Whole Soul January 2007 - March 2012
Deloitte Consulting July 1999 - June 2005
Deloitte Consulting September 1993 - July 1999
Credit Suisse First Boston September 1988 - August 1991
Skills
Management Consulting, Business Strategy, Social Media Marketing, Product Development, Cost Reduction, Re-engineering, Optimisation, Process Engineering, Digital Marketing, Social Media, Leadership, Strategy, Multi-channel Retail, B2B, Management, Advertising, Business Development, SEO, Retail Marketing, Marketing, E-commerce, Entrepreneurship, Retail Buying, Marketing Strategy, Retail Sales
Education
Harvard Business School 1991 — 1993
MBA
Barnard College 1984 — 1988
BA 1988, Economics
John (Zhitao) Lu, CFA, CPA John (Zhitao) Lu, CFA, CPA's Credit Suisse First Boston Experience 1998 - 1999
Job Senior Manager Milestone
Industry Capital Markets
Experience
Milestone 2010 - Present
Skytop JLC Associates LLC 2009 - Present
Natixis 2006 - 2009
Natixis 2004 - 2005
Natixis 2003 - 2004
Bear Stearns 2003 - 2003
Financial Guarantee Insurance Company (a GE subsidiary) 2002 - 2002
Deustche Bank 1999 - 2002
Credit Suisse First Boston 1998 - 1999
Ernst & Young 1995 - 1998
Skills
Accounting, Alternative Investments, Analysis, Asset Management, Auditing, Banking, Bloomberg, Budgets, CMBS, Capital Markets, Change Management, Commodity, Corporate Finance, Corporate Law, Credit, Credit Derivatives, Credit Risk, Derivatives, Due Diligence, Equities, Economics, FX Options, Finance, Financial Advisory, Financial Analysis, Financial Institutions, Financial Markets, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Financial Structuring, Fixed Income, Funding, Hedge Funds, Integration, Investments, Loans, Management, Market Risk, Mergers, Options, Portfolio Management, Private Equity, Product Control, Project Planning, Rates, Real Estate, Risk Management, Securitization
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Accounting
East China Normal University
BA, International Finance
Milestone 2010 - Present
Skytop JLC Associates LLC 2009 - Present
Natixis 2006 - 2009
Natixis 2004 - 2005
Natixis 2003 - 2004
Bear Stearns 2003 - 2003
Financial Guarantee Insurance Company (a GE subsidiary) 2002 - 2002
Deustche Bank 1999 - 2002
Credit Suisse First Boston 1998 - 1999
Ernst & Young 1995 - 1998
Skills
Accounting, Alternative Investments, Analysis, Asset Management, Auditing, Banking, Bloomberg, Budgets, CMBS, Capital Markets, Change Management, Commodity, Corporate Finance, Corporate Law, Credit, Credit Derivatives, Credit Risk, Derivatives, Due Diligence, Equities, Economics, FX Options, Finance, Financial Advisory, Financial Analysis, Financial Institutions, Financial Markets, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Financial Structuring, Fixed Income, Funding, Hedge Funds, Integration, Investments, Loans, Management, Market Risk, Mergers, Options, Portfolio Management, Private Equity, Product Control, Project Planning, Rates, Real Estate, Risk Management, Securitization
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Accounting
East China Normal University
BA, International Finance
Syed Sibtay Shah Syed Sibtay Shah's Credit Suisse First Boston Experience 2008 - 2009
Job Software Development Engineer at Amazon
Industry Financial Services
Experience
Amazon July 2013 - Present
Barclays Capital May 2012 - June 2013
ICAP North America Inc 2009 - May 2012
Synechron April 2008 - June 2009
Credit Suisse First Boston 2008 - 2009
Intellisoft Technologies August 2007 - May 2008
EnterpriseDB November 2004 - July 2007
Skills
Linux, Perl, Databases, PostgreSQL, Java, Software Development, C++, Open Source, SQL, Unix, Multithreading, REST, Oracle, Java Enterprise Edition, Programming, Scripting, Android, MySQL, Web Services, C, Apache, Agile Methodologies, Tomcat, SOA, UML, iOS development, Hibernate, OOP, Design Patterns, XML, Spring, Shell Scripting, iPhone development, Amazon Web Services..., Machine Learning, Hadoop, R, Spring Framework
Education
Muhammad Ali Jinnah University 2002 — 2004
MSc, Computers
Greenwich University
Amazon July 2013 - Present
Barclays Capital May 2012 - June 2013
ICAP North America Inc 2009 - May 2012
Synechron April 2008 - June 2009
Credit Suisse First Boston 2008 - 2009
Intellisoft Technologies August 2007 - May 2008
EnterpriseDB November 2004 - July 2007
Skills
Linux, Perl, Databases, PostgreSQL, Java, Software Development, C++, Open Source, SQL, Unix, Multithreading, REST, Oracle, Java Enterprise Edition, Programming, Scripting, Android, MySQL, Web Services, C, Apache, Agile Methodologies, Tomcat, SOA, UML, iOS development, Hibernate, OOP, Design Patterns, XML, Spring, Shell Scripting, iPhone development, Amazon Web Services..., Machine Learning, Hadoop, R, Spring Framework
Education
Muhammad Ali Jinnah University 2002 — 2004
MSc, Computers
Greenwich University
Dawn Baldeo Dawn Baldeo's Credit Suisse First Boston Experience March 2001 - May 2004
Job Assistant Vice President
Industry Financial Services
Experience
BMO Capital Markets December 2014 - Present
Citi May 2004 - 2014
Credit Suisse First Boston March 2001 - May 2004
Citibank April 1997 - March 2001
Crossland Federal Savings Bank September 1991 - October 1996
Skills
Equities, Capital Markets, Derivatives, Settlement, Securities, Finance, Fixed Income, Financial Analysis, Banking, Investment Banking, Middle Office, Financial Services, Business Objects, Remittances, Supervisory Skills, Handle Confidential..., Large Volume, Account Reconciliation, Bonds, Hedge Funds, Back Office
Education
Berkeley College 2000 — 2002
Associates, Accounting
BMO Capital Markets December 2014 - Present
Citi May 2004 - 2014
Credit Suisse First Boston March 2001 - May 2004
Citibank April 1997 - March 2001
Crossland Federal Savings Bank September 1991 - October 1996
Skills
Equities, Capital Markets, Derivatives, Settlement, Securities, Finance, Fixed Income, Financial Analysis, Banking, Investment Banking, Middle Office, Financial Services, Business Objects, Remittances, Supervisory Skills, Handle Confidential..., Large Volume, Account Reconciliation, Bonds, Hedge Funds, Back Office
Education
Berkeley College 2000 — 2002
Associates, Accounting
Osamu Watanabe Osamu Watanabe's Credit Suisse First Boston Experience 2001 - 2002
Job General Counsel at Moelis & Company
Industry Banking
Experience
Moelis & Company 2010 - Present
Sagent Advisors 2009 - 2010
UBS Investment Bank 2002 - 2009
Credit Suisse First Boston 2001 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2001
GRP Partners 1997 - 2001
Sullivan & Cromwell LLP 1987 - 1997
United States District Court Eastern District of Louisiana August 1985 - August 1986
Skills
Securities Regulation, Private Equity, Capital Markets, Due Diligence, Securities, Mergers, IPO, Mergers & Acquisitions, Investment Banking, Structured Finance, Corporate Finance, M&A experience, Hedge Funds, Corporate Governance, Leveraged Finance, LBO, Venture Capital, Corporate Development, Restructuring, Financial Structuring, Divestitures, Equity Capital Markets
Education
Yale Law School 1982 — 1985
JD
Antioch College 1978 — 1982
BA, History
Sewanhaka
Sewanhaka
Moelis & Company 2010 - Present
Sagent Advisors 2009 - 2010
UBS Investment Bank 2002 - 2009
Credit Suisse First Boston 2001 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2001
GRP Partners 1997 - 2001
Sullivan & Cromwell LLP 1987 - 1997
United States District Court Eastern District of Louisiana August 1985 - August 1986
Skills
Securities Regulation, Private Equity, Capital Markets, Due Diligence, Securities, Mergers, IPO, Mergers & Acquisitions, Investment Banking, Structured Finance, Corporate Finance, M&A experience, Hedge Funds, Corporate Governance, Leveraged Finance, LBO, Venture Capital, Corporate Development, Restructuring, Financial Structuring, Divestitures, Equity Capital Markets
Education
Yale Law School 1982 — 1985
JD
Antioch College 1978 — 1982
BA, History
Sewanhaka
Sewanhaka
Timothy Barney, CPA, ACFE Timothy Barney, CPA, ACFE's Credit Suisse First Boston Experience July 1998 - March 2000
Job Senior Manager at Deloitte & Touche LLP
Industry Executive Office
Experience
Deloitte & Touche LLP May 2014 - Present
Eleven Canterbury, LLC March 2013 - May 2014
BCL Business Solutions LLC 2012 - April 2014
Deutsche Bank August 2007 - March 2011
Deutsche Bank, UK June 2001 - August 2007
Deutsche Bank March 2000 - June 2001
Credit Suisse First Boston July 1998 - March 2000
CIBC December 1996 - June 1998
NationsBank Corporation May 1995 - November 1996
Goldman Sachs June 1988 - April 1992
Skills
Risk Management, Executive Management, Investment Banking, Change Management, Financial Risk, Management Consulting, Financial Services, Sarbanes-Oxley Act, Governance, Dodd-Frank, Covered Funds, Leadership, Strategy, Broker-Dealer, Business Strategy, Start-ups, Financial Reporting, Management, Fixed Income, Program Management, Funding, Outsourcing, Strategic Planning, Financial Audits, Asset Management, Business, Business Process..., Risk Analysis, Organizational..., International Business, Commodity, Succession Planning, Divestitures, Global Finance, Capital Management, Operational Excellence, Continuous Improvement, Resource Allocation, Offshoring, Capital Adequacy, Treasury Management, Straight Through..., Business and Technology..., Regulatory Reporting, Finance, Business Process, Portfolio Management, Due Diligence, quantitative metric, Enterprise Risk...
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1990
MBA, Finance & Investments
King's College 1981 — 1985
BS, Accounting
Deloitte & Touche LLP May 2014 - Present
Eleven Canterbury, LLC March 2013 - May 2014
BCL Business Solutions LLC 2012 - April 2014
Deutsche Bank August 2007 - March 2011
Deutsche Bank, UK June 2001 - August 2007
Deutsche Bank March 2000 - June 2001
Credit Suisse First Boston July 1998 - March 2000
CIBC December 1996 - June 1998
NationsBank Corporation May 1995 - November 1996
Goldman Sachs June 1988 - April 1992
Skills
Risk Management, Executive Management, Investment Banking, Change Management, Financial Risk, Management Consulting, Financial Services, Sarbanes-Oxley Act, Governance, Dodd-Frank, Covered Funds, Leadership, Strategy, Broker-Dealer, Business Strategy, Start-ups, Financial Reporting, Management, Fixed Income, Program Management, Funding, Outsourcing, Strategic Planning, Financial Audits, Asset Management, Business, Business Process..., Risk Analysis, Organizational..., International Business, Commodity, Succession Planning, Divestitures, Global Finance, Capital Management, Operational Excellence, Continuous Improvement, Resource Allocation, Offshoring, Capital Adequacy, Treasury Management, Straight Through..., Business and Technology..., Regulatory Reporting, Finance, Business Process, Portfolio Management, Due Diligence, quantitative metric, Enterprise Risk...
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1990
MBA, Finance & Investments
King's College 1981 — 1985
BS, Accounting
Laura Steinhauer (McGuckin) Laura Steinhauer (McGuckin)'s Credit Suisse First Boston Experience 1984 - 1990
Job Northern Palm Beach and Martin County’s Luxuy Real Estate and Lifestyle Specialist.
Industry Real Estate
Experience
Waterfront Properties & Club Communities 2014 - Present
Premier Realty 2013 - 2013
Lang Realty 2009 - 2011
Creative Designs by Laura 2004 - 2008
HomeBanc Mortgage 2001 - 2003
Greenwich Partners 2000 - 2001
Credit Suisse First Boston 1984 - 1990
Merrill Lynch 1979 - 1984
Skills
Real Estate, Residential Homes, Condos, Home Staging, Luxury, Listings, Real Property, Selling, Sellers, Relocation, Single Family Homes, Referrals, First Time Home Buyers, Real Estate Transactions, Property, New Homes
Education
Ringling School of Art and Design
Interior Design
Art Institute of Atlanta
Interior Design
St. Andrews Parish High School, Charleston, SC
Tools4Revit (Architectual / Interior Design)
Waterfront Properties & Club Communities 2014 - Present
Premier Realty 2013 - 2013
Lang Realty 2009 - 2011
Creative Designs by Laura 2004 - 2008
HomeBanc Mortgage 2001 - 2003
Greenwich Partners 2000 - 2001
Credit Suisse First Boston 1984 - 1990
Merrill Lynch 1979 - 1984
Skills
Real Estate, Residential Homes, Condos, Home Staging, Luxury, Listings, Real Property, Selling, Sellers, Relocation, Single Family Homes, Referrals, First Time Home Buyers, Real Estate Transactions, Property, New Homes
Education
Ringling School of Art and Design
Interior Design
Art Institute of Atlanta
Interior Design
St. Andrews Parish High School, Charleston, SC
Tools4Revit (Architectual / Interior Design)
Hetu Patel Hetu Patel's Credit Suisse First Boston Experience October 2009 - Present
Job Data Analyst
Industry Information Technology and Services
Experience
Credit Suisse First Boston October 2009 - Present
Sedgwick CMS May 2008 - August 2009
Skills
Databases, Anlysis, Technical Documentation, Data Warehousing, Database design
Education
Australian Catholic University 2001 — 2002
Masters in Information Systems
Credit Suisse First Boston October 2009 - Present
Sedgwick CMS May 2008 - August 2009
Skills
Databases, Anlysis, Technical Documentation, Data Warehousing, Database design
Education
Australian Catholic University 2001 — 2002
Masters in Information Systems
Barry Kleiman, MBA Barry Kleiman, MBA's Credit Suisse First Boston Experience February 1997 - May 2003
Job Business Coach Helping people achieve their dream of business ownership and coaching them to maximize their profits.
Industry Professional Training & Coaching
Experience
The Entrepreneur's Source of Westchester March 2009 - Present
Needham & Company July 2004 - June 2008
Bear Stearns May 2003 - May 2004
Credit Suisse First Boston February 1997 - May 2003
NatWest Securities 1996 - 1997
Lehman Brothers June 1989 - June 1996
Skills
Franchise Consulting, Entrepreneurship, Small Business, Coaching, Business Planning, Strategic Planning, Start-ups, Start A Business, Business Opportunities, Franchise Opportunities, Franchise Coaching, Franchising, Investments, New Business..., Fundraising, Sales, Leadership Development, Executive Coaching, New Business Development, Business Coaching, Organizational..., Mergers & Acquisitions, Leadership, Strategy, Management Consulting, Executive Management, Team Building, Training, Consulting, Strategic Partnerships, Business Development, Business Strategy, Time Management, Marketing, Management, Marketing Strategy, Career Development, Public Speaking, Lead Generation, Sales Process, Workshop Facilitation, Business, Selling, Career Management, Career Counseling, Recruiting, Nonprofits, Organizational..., Change Management, Staff Development
Education
Baruch College, City University of New York (CUNY) 1981 — 1986
MBA, Finance & Investments
Tufts University 1974 — 1978
B.S., Psychology
The Entrepreneur's Source of Westchester March 2009 - Present
Needham & Company July 2004 - June 2008
Bear Stearns May 2003 - May 2004
Credit Suisse First Boston February 1997 - May 2003
NatWest Securities 1996 - 1997
Lehman Brothers June 1989 - June 1996
Skills
Franchise Consulting, Entrepreneurship, Small Business, Coaching, Business Planning, Strategic Planning, Start-ups, Start A Business, Business Opportunities, Franchise Opportunities, Franchise Coaching, Franchising, Investments, New Business..., Fundraising, Sales, Leadership Development, Executive Coaching, New Business Development, Business Coaching, Organizational..., Mergers & Acquisitions, Leadership, Strategy, Management Consulting, Executive Management, Team Building, Training, Consulting, Strategic Partnerships, Business Development, Business Strategy, Time Management, Marketing, Management, Marketing Strategy, Career Development, Public Speaking, Lead Generation, Sales Process, Workshop Facilitation, Business, Selling, Career Management, Career Counseling, Recruiting, Nonprofits, Organizational..., Change Management, Staff Development
Education
Baruch College, City University of New York (CUNY) 1981 — 1986
MBA, Finance & Investments
Tufts University 1974 — 1978
B.S., Psychology
Kumar Kolluru Kumar Kolluru's Credit Suisse First Boston Experience March 2009 - Present
Job
Industry Information Technology and Services
Experience
Credit Suisse First Boston March 2009 - Present
Education
Acharya Nagarjuna University 1998 — 2002
Credit Suisse First Boston March 2009 - Present
Education
Acharya Nagarjuna University 1998 — 2002
Martin Colloby Martin Colloby's Credit Suisse First Boston Experience August 1990 - January 1991
Job Project Manager
Industry Information Technology and Services
Experience
IBM March 2010 - Present
IBM October 2006 - March 2010
IBM May 2000 - October 2006
Colloby Consulting Ltd January 1995 - May 2000
Mortgage.com 2000 - 2000
Eagle Star Insurance April 1991 - January 1995
Credit Suisse First Boston August 1990 - January 1991
Midland Bank PLC August 1989 - August 1990
Skills
PMP, Program Management, Project Management, PMO, IT Service Management, IT Strategy, Team Leadership, Global Delivery, Project Delivery, Service Delivery, Change Management
Education
Aberystwyth University 1984 — 1988
BSc, Microelectronics and Computing
IBM March 2010 - Present
IBM October 2006 - March 2010
IBM May 2000 - October 2006
Colloby Consulting Ltd January 1995 - May 2000
Mortgage.com 2000 - 2000
Eagle Star Insurance April 1991 - January 1995
Credit Suisse First Boston August 1990 - January 1991
Midland Bank PLC August 1989 - August 1990
Skills
PMP, Program Management, Project Management, PMO, IT Service Management, IT Strategy, Team Leadership, Global Delivery, Project Delivery, Service Delivery, Change Management
Education
Aberystwyth University 1984 — 1988
BSc, Microelectronics and Computing
Nancy Ockers's Credit Suisse First Boston Experience November 1999 - September 2000
Job Operations at Titcomb Brothers Manufacturing
Industry Building Materials
Experience
Titcomb Brothers Manufacturing June 2010 - Present
Titcomb's Bookshop June 2001 - December 2010
Credit Suisse First Boston November 1999 - September 2000
Deutsche Bank 1993 - 1999
Eaton Vance 1990 - 1992
Skills
Analysis, Microsoft Office, Data Analysis, Microsoft Excel, Sales Management, Equity Research, Customer Service, Research, Construction, Negotiation, Contract Negotiation, Construction Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1997
Master of Business Administration (MBA), Finance, General
Simmons College 1987 — 1989
Bachelor of Arts (B.A.), Economics
Titcomb Brothers Manufacturing June 2010 - Present
Titcomb's Bookshop June 2001 - December 2010
Credit Suisse First Boston November 1999 - September 2000
Deutsche Bank 1993 - 1999
Eaton Vance 1990 - 1992
Skills
Analysis, Microsoft Office, Data Analysis, Microsoft Excel, Sales Management, Equity Research, Customer Service, Research, Construction, Negotiation, Contract Negotiation, Construction Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1997
Master of Business Administration (MBA), Finance, General
Simmons College 1987 — 1989
Bachelor of Arts (B.A.), Economics
Michael Verhulst Michael Verhulst's Credit Suisse First Boston Experience July 2000 - April 2002
Job President at Wells Fargo Advisors Financial Network | Verhulst Wealth Management
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network Verhulst Wealth Mgmt November 2013 - Present
UBS Financial Services, Inc. July 2007 - November 2013
William Blair and Company April 2002 - July 2007
Credit Suisse First Boston July 2000 - April 2002
Smith Barney January 1992 - July 2000
Chicago Board of Trade April 1990 - January 1992
KPMG Peat Marwick January 1984 - April 1990
Skills
Portfolio Manager, Wealth Advisor, Retirement Plan..., Finance, Financial Services, Investment Strategies, Financial Advisory, Retirement, Accounting, Bonds, Asset Management, Alternative Investments, Financial Analysis, Equities
Education
Loyola University Chicago 1981 — 1984
BA, Public Accounting
Benedictine University 1980 — 1981
Holy Cross 1977 — 1980
Wells Fargo Advisors Financial Network Verhulst Wealth Mgmt November 2013 - Present
UBS Financial Services, Inc. July 2007 - November 2013
William Blair and Company April 2002 - July 2007
Credit Suisse First Boston July 2000 - April 2002
Smith Barney January 1992 - July 2000
Chicago Board of Trade April 1990 - January 1992
KPMG Peat Marwick January 1984 - April 1990
Skills
Portfolio Manager, Wealth Advisor, Retirement Plan..., Finance, Financial Services, Investment Strategies, Financial Advisory, Retirement, Accounting, Bonds, Asset Management, Alternative Investments, Financial Analysis, Equities
Education
Loyola University Chicago 1981 — 1984
BA, Public Accounting
Benedictine University 1980 — 1981
Holy Cross 1977 — 1980
John Sweeney John Sweeney's Credit Suisse First Boston Experience June 1991 - September 1993
Job Managing Director, Investment Banking at Hilliard Lyons
Industry Investment Banking
Experience
Hilliard Lyons March 2010 - Present
bCatalyst Advisors, LLC April 2007 - April 2010
Hilliard Lyons April 1997 - December 2006
Southern Capital, LLC September 1995 - April 1997
Morgan Stanley May 1994 - September 1994
Credit Suisse First Boston June 1991 - September 1993
Skills
Mergers & Acquisitions, Valuation, Investments, Investment Banking, Finance
Education
The Tuck School of Business at Dartmouth 1993 — 1995
M.B.A., Finance, Management
Amherst College 1985 — 1989
B.A., English, Economics
Chaminade High School
Diploma
Hilliard Lyons March 2010 - Present
bCatalyst Advisors, LLC April 2007 - April 2010
Hilliard Lyons April 1997 - December 2006
Southern Capital, LLC September 1995 - April 1997
Morgan Stanley May 1994 - September 1994
Credit Suisse First Boston June 1991 - September 1993
Skills
Mergers & Acquisitions, Valuation, Investments, Investment Banking, Finance
Education
The Tuck School of Business at Dartmouth 1993 — 1995
M.B.A., Finance, Management
Amherst College 1985 — 1989
B.A., English, Economics
Chaminade High School
Diploma
Ishree Singh Ishree Singh's Credit Suisse First Boston Experience 1986 - 1992
Job Sales Manager at Disney Event Group
Industry Information Technology and Services
Experience
PSAV October 2012 - Present
PSAV June 2009 - Present
PSAV November 2004 - June 2009
PSAV August 2001 - December 2004
Projection Presentation Technology September 1996 - September 2001
Projection Presentation Technology 1995 - 1996
Spectrum, NY September 1992 - 1994
Credit Suisse First Boston 1986 - 1992
Skills
Corporate Events, AV, Live Events, Trade Shows, Event Management, Meeting Planning, Hotels, Hospitality, Event Planning, Sound, Production Managment, Hospitality Industry, Hospitality Management, Video, Lighting, Entertainment
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
BBA, Human Resources/Psychology
PSAV October 2012 - Present
PSAV June 2009 - Present
PSAV November 2004 - June 2009
PSAV August 2001 - December 2004
Projection Presentation Technology September 1996 - September 2001
Projection Presentation Technology 1995 - 1996
Spectrum, NY September 1992 - 1994
Credit Suisse First Boston 1986 - 1992
Skills
Corporate Events, AV, Live Events, Trade Shows, Event Management, Meeting Planning, Hotels, Hospitality, Event Planning, Sound, Production Managment, Hospitality Industry, Hospitality Management, Video, Lighting, Entertainment
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
BBA, Human Resources/Psychology
Gary Emery Gary Emery's Credit Suisse First Boston Experience February 2000 - October 2002
Job Vice President at Winfield Lee Investments, LLC
Industry Real Estate
Experience
Winfield Lee Investments, LLC November 2002 - Present
Credit Suisse First Boston February 2000 - October 2002
Koll Development Company February 1996 - February 1999
FSI, Inc August 1990 - February 1996
Jaren Corporation and Affiliates September 1979 - July 1990
Deloitte Touche August 1976 - September 1979
Skills
Disposition, Real Estate, Due Diligence, Real Estate Development, Budgets, Financial Analysis, Asset Management, Asset Managment, Property Management, Commercial Real Estate, Investment Properties
Education
Arizona State University
Masters of Science, Accounting
State of Arizona
C.P.A. Certificate
West Virginia University
Bachelor of Science; School, Business Administration; Accounting
Winfield Lee Investments, LLC November 2002 - Present
Credit Suisse First Boston February 2000 - October 2002
Koll Development Company February 1996 - February 1999
FSI, Inc August 1990 - February 1996
Jaren Corporation and Affiliates September 1979 - July 1990
Deloitte Touche August 1976 - September 1979
Skills
Disposition, Real Estate, Due Diligence, Real Estate Development, Budgets, Financial Analysis, Asset Management, Asset Managment, Property Management, Commercial Real Estate, Investment Properties
Education
Arizona State University
Masters of Science, Accounting
State of Arizona
C.P.A. Certificate
West Virginia University
Bachelor of Science; School, Business Administration; Accounting
Jennifer Bourret, CFA Jennifer Bourret, CFA's Credit Suisse First Boston Experience July 1996 - June 2002
Job Pricing AnalystPrudential Retirement
Industry Financial Services
Experience
Prudential Financial March 2013 - Present
Conning & Company July 2011 - March 2013
Constitution Corporate Federal Credit Union September 2005 - February 2011
Structured Finance Advisors September 2003 - September 2005
Credit Suisse First Boston July 1996 - June 2002
Education
Bentley University
MBA
University of Connecticut
B.S.
Prudential Financial March 2013 - Present
Conning & Company July 2011 - March 2013
Constitution Corporate Federal Credit Union September 2005 - February 2011
Structured Finance Advisors September 2003 - September 2005
Credit Suisse First Boston July 1996 - June 2002
Education
Bentley University
MBA
University of Connecticut
B.S.
David Finan's Credit Suisse First Boston Experience 2003 - 2006
Job Partner at EIV Capital
Industry Oil & Energy
Experience
EIV Capital June 2014 - Present
Quantum Energy Partners 2009 - 2014
GSO Capital Partners 2006 - 2009
Credit Suisse First Boston 2003 - 2006
JPMorgan Chase 2001 - 2003
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Investment Banking, Energy, Valuation, Investments, Oil/Gas, Natural Gas, Due Diligence, Corporate Development, Equities, Gas, Financial Analysis, Capital Markets, Upstream, Venture Capital, Petroleum, Project Management, Energy Industry
Education
Baylor University 1996 — 2000
BBA, Finance, Information Systems
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Finance, Information Systems
EIV Capital June 2014 - Present
Quantum Energy Partners 2009 - 2014
GSO Capital Partners 2006 - 2009
Credit Suisse First Boston 2003 - 2006
JPMorgan Chase 2001 - 2003
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Investment Banking, Energy, Valuation, Investments, Oil/Gas, Natural Gas, Due Diligence, Corporate Development, Equities, Gas, Financial Analysis, Capital Markets, Upstream, Venture Capital, Petroleum, Project Management, Energy Industry
Education
Baylor University 1996 — 2000
BBA, Finance, Information Systems
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Finance, Information Systems
Shammy Mammen's Credit Suisse First Boston Experience 1999 - 2001
Job AVP, FIX Analyst at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse April 2014 - Present
Flextrade December 2010 - March 2014
Lava Trading, Citigroup April 2007 - December 2010
Bear Stearns 2006 - 2007
Bloomberg 2001 - 2006
Credit Suisse First Boston 1999 - 2001
Softex Consulting 1998 - 1999
Skills
Unix, Vendor Management, Trading Systems, Trading, Software Development, SQL, Requirements Analysis, Options, Market Data, Low Latency, Bloomberg, Business Analysis, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Financial Markets, Integration
Education
Bharathiar University 1996 — 1999
Master of Computer Applications
University of Kerala 1993 — 1996
Bachelors Degree, Mathematics
Credit Suisse April 2014 - Present
Flextrade December 2010 - March 2014
Lava Trading, Citigroup April 2007 - December 2010
Bear Stearns 2006 - 2007
Bloomberg 2001 - 2006
Credit Suisse First Boston 1999 - 2001
Softex Consulting 1998 - 1999
Skills
Unix, Vendor Management, Trading Systems, Trading, Software Development, SQL, Requirements Analysis, Options, Market Data, Low Latency, Bloomberg, Business Analysis, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Financial Markets, Integration
Education
Bharathiar University 1996 — 1999
Master of Computer Applications
University of Kerala 1993 — 1996
Bachelors Degree, Mathematics
Kamael Ann Sugrim Kamael Ann Sugrim's Credit Suisse First Boston Experience 1998 - 2001
Job Director, New Markets & Partnerships at Stanford Institute for Innovation in Developing Economies (SEED)
Industry International Trade and Development
Experience
Stanford Institute for Innovation in Developing Economies (SEED) 2013 - 2015
mPowering 2009 - 2012
Salesforce.com 2007 - 2009
SAP Labs 2005 - 2007
Neuberger Berman 2001 - 2003
Credit Suisse First Boston 1998 - 2001
PricewaterhouseCoopers 1997 - 1998
Skills
Non-profit Boards, Non-profit Leadership, Fundraising, International..., Marketing, Social Enterprise, Product Marketing, Go-to-market Strategy, Cloud Computing, SaaS, Entrepreneurship, Start-ups, Strategy, Business Development, Social Entrepreneurship, Salesforce.com, Enterprise Software, Product Management, Strategic Partnerships, Marketing Strategy, Venture Capital, Market Analysis, Program Management, Nonprofits, Business Strategy, Management, Analytics
Education
Stanford University Graduate School of Business 2003 — 2005
MBA, General Management with Certificates in Global and Public Management
Barnard College 1993 — 1997
BA, Economics
Bronx High School of Science
High School
Stanford Institute for Innovation in Developing Economies (SEED) 2013 - 2015
mPowering 2009 - 2012
Salesforce.com 2007 - 2009
SAP Labs 2005 - 2007
Neuberger Berman 2001 - 2003
Credit Suisse First Boston 1998 - 2001
PricewaterhouseCoopers 1997 - 1998
Skills
Non-profit Boards, Non-profit Leadership, Fundraising, International..., Marketing, Social Enterprise, Product Marketing, Go-to-market Strategy, Cloud Computing, SaaS, Entrepreneurship, Start-ups, Strategy, Business Development, Social Entrepreneurship, Salesforce.com, Enterprise Software, Product Management, Strategic Partnerships, Marketing Strategy, Venture Capital, Market Analysis, Program Management, Nonprofits, Business Strategy, Management, Analytics
Education
Stanford University Graduate School of Business 2003 — 2005
MBA, General Management with Certificates in Global and Public Management
Barnard College 1993 — 1997
BA, Economics
Bronx High School of Science
High School
Alexander Beaton's Credit Suisse First Boston Experience September 2009 - January 2010
Job Fund Accountant Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2011 - Present
Credit Suisse First Boston September 2009 - January 2010
Beaton Management Company January 2006 - January 2009
Skills
Bloomberg, Account Reconciliation, Financial Analysis, Accounting
Education
Babson College 2007 — 2011
Bachelor of Science, Business Management; Finance
Brown Brothers Harriman August 2011 - Present
Credit Suisse First Boston September 2009 - January 2010
Beaton Management Company January 2006 - January 2009
Skills
Bloomberg, Account Reconciliation, Financial Analysis, Accounting
Education
Babson College 2007 — 2011
Bachelor of Science, Business Management; Finance
Jim Lee's Credit Suisse First Boston Experience October 1992 - April 1995
Job CLevel Technology Executive who enables organizations with technology innovation and leadership
Industry Insurance
Experience
McGraw Companies CIO - InsuranceEnduranceNovember 2012 - May 2013
IBM Global Services - Integrated Technology Services August 2012 - December 2012
Hearsay Social January 2012 - August 2012
Adelphi University January 2012 - May 2012
Marsh & McLennan July 2006 - December 2011
UBS Global Asset Management June 2000 - April 2006
.com Startup 1998 - 2000
Morgan Stanley July 1997 - August 1998
IBM 1992 - 1997
Credit Suisse First Boston October 1992 - April 1995
Skills
Outsourcing, Process Engineering, PMO, Application Development, Insurance, Asset Management, IT Governance, Vendor Management, IT Strategy, IT Outsourcing, Management Consulting, Shared Services..., Waterfall, Business Strategy, Global Delivery, Organizational..., IT Transformation, Leadership, Emotional Intelligence, Business Intelligence, Agile Methodologies, Software Quality..., SOA Governance, Prototype, Data Security, Data Science, Big Data, Data Analysis, Cloud Computing, Social Media, Governance, Software Development, Strategic Planning, Asset Managment, Project Management, Risk Management, Project Portfolio..., Enterprise Software, Business Analysis, IT Management
Education
Adelphi University 1988 — 1991
BBA, Finance
McGraw Companies CIO - InsuranceEnduranceNovember 2012 - May 2013
IBM Global Services - Integrated Technology Services August 2012 - December 2012
Hearsay Social January 2012 - August 2012
Adelphi University January 2012 - May 2012
Marsh & McLennan July 2006 - December 2011
UBS Global Asset Management June 2000 - April 2006
.com Startup 1998 - 2000
Morgan Stanley July 1997 - August 1998
IBM 1992 - 1997
Credit Suisse First Boston October 1992 - April 1995
Skills
Outsourcing, Process Engineering, PMO, Application Development, Insurance, Asset Management, IT Governance, Vendor Management, IT Strategy, IT Outsourcing, Management Consulting, Shared Services..., Waterfall, Business Strategy, Global Delivery, Organizational..., IT Transformation, Leadership, Emotional Intelligence, Business Intelligence, Agile Methodologies, Software Quality..., SOA Governance, Prototype, Data Security, Data Science, Big Data, Data Analysis, Cloud Computing, Social Media, Governance, Software Development, Strategic Planning, Asset Managment, Project Management, Risk Management, Project Portfolio..., Enterprise Software, Business Analysis, IT Management
Education
Adelphi University 1988 — 1991
BBA, Finance
Sarah Tallman's Credit Suisse First Boston Experience January 2001 - December 2001
Job Rodan + Fields Executive Consultant
Industry Marketing and Advertising
Experience
Matthew Chase Music April 2008 - Present
Rodan and Fields Dermatologists November 2012 - Present
Blue Mountain Management Group - Tim Reynolds & TR3 May 2010 - October 2014
Blue Mountain Management Group February 2010 - August 2010
Bausch & Lomb November 2007 - October 2008
GlaxoSmithKline October 2003 - October 2007
Redhook Ale Brewery July 2002 - October 2003
InBev January 2002 - August 2002
Credit Suisse First Boston January 2001 - December 2001
Muhleman Marketing 1997 - 1999
Skills
Marketing, Creative Problem Solving, Social Networking, Product Marketing, Marketing Strategy, Analytic Thinking, Entrepreneurship, Detailed Organization, Creative Strategy, Advertising, Cross Functional Team..., Event Management, Brand Development, Facebook, Social Media Marketing, Graphic Design, Entertainment, Sales, Social Media, Strategic Sales, Music, Photography, Logo Design, Digital Marketing, Management, Event Planning, Public Relations, Strategy, Marketing Communications, Customer Service
Education
University of North Carolina at Charlotte 1999 — 2000
Bachelor of Arts
Appalachian State University 1991 — 1993
Providence Day School 1990 — 1991
Diploma
Matthew Chase Music April 2008 - Present
Rodan and Fields Dermatologists November 2012 - Present
Blue Mountain Management Group - Tim Reynolds & TR3 May 2010 - October 2014
Blue Mountain Management Group February 2010 - August 2010
Bausch & Lomb November 2007 - October 2008
GlaxoSmithKline October 2003 - October 2007
Redhook Ale Brewery July 2002 - October 2003
InBev January 2002 - August 2002
Credit Suisse First Boston January 2001 - December 2001
Muhleman Marketing 1997 - 1999
Skills
Marketing, Creative Problem Solving, Social Networking, Product Marketing, Marketing Strategy, Analytic Thinking, Entrepreneurship, Detailed Organization, Creative Strategy, Advertising, Cross Functional Team..., Event Management, Brand Development, Facebook, Social Media Marketing, Graphic Design, Entertainment, Sales, Social Media, Strategic Sales, Music, Photography, Logo Design, Digital Marketing, Management, Event Planning, Public Relations, Strategy, Marketing Communications, Customer Service
Education
University of North Carolina at Charlotte 1999 — 2000
Bachelor of Arts
Appalachian State University 1991 — 1993
Providence Day School 1990 — 1991
Diploma
Robert N Oram Robert N Oram's Credit Suisse First Boston Experience January 1997 - April 2003
Job THG Consultants
Industry Financial Services
Experience
THG Consultants September 2015 - Present
Wellington Shields & Co., LLC September 2013 - January 2014
Wunderlich Securities March 2010 - April 2012
FTN EQUITY CAPITAL MARKETS, New York, NY September 2005 - February 2010
CITIGROUP SMITH BARNEY May 2003 - September 2005
Credit Suisse First Boston January 1997 - April 2003
Alex Brown & Sons 1990 - 1996
Alex Brown & Sons 1990 - 1996
Alex Brown & Sons 1990 - 1996
Skills
Hedge Funds, Capital Markets, Institutional..., Series 7, Securities, Portfolio Management, Financial Services, Financial Advisory, Equities, Financial Modeling, Investments, Investment Banking, Training, Equity Research, Series 63, Leveraged Finance, Management, Sales Management, Sales, Mutual Funds, Recruiting, Equity Capital Markets, Financial Analysis, Pension Funds, Valuation, Strategic Planning, Private Equity, Bloomberg, Alternative Investments
Education
Adelphi University 1969 — 1972
BBA, Cum Laude, Business Administration
THG Consultants September 2015 - Present
Wellington Shields & Co., LLC September 2013 - January 2014
Wunderlich Securities March 2010 - April 2012
FTN EQUITY CAPITAL MARKETS, New York, NY September 2005 - February 2010
CITIGROUP SMITH BARNEY May 2003 - September 2005
Credit Suisse First Boston January 1997 - April 2003
Alex Brown & Sons 1990 - 1996
Alex Brown & Sons 1990 - 1996
Alex Brown & Sons 1990 - 1996
Skills
Hedge Funds, Capital Markets, Institutional..., Series 7, Securities, Portfolio Management, Financial Services, Financial Advisory, Equities, Financial Modeling, Investments, Investment Banking, Training, Equity Research, Series 63, Leveraged Finance, Management, Sales Management, Sales, Mutual Funds, Recruiting, Equity Capital Markets, Financial Analysis, Pension Funds, Valuation, Strategic Planning, Private Equity, Bloomberg, Alternative Investments
Education
Adelphi University 1969 — 1972
BBA, Cum Laude, Business Administration
Dmitri Kozyrev Dmitri Kozyrev's Credit Suisse First Boston Experience January 2006 - August 2006
Job VP Application Support at BenchmarkSolutions
Industry Computer Software
Experience
BenchmarkSolutions September 2011 - Present
Citigroup September 2007 - Present
Nomura Securities September 2006 - September 2007
Credit Suisse First Boston January 2006 - August 2006
SunGard April 2000 - June 2004
MSSC January 1998 - April 2001
Skills
Solaris, Perl, Linux, C++, XP
Education
Gomel'ski Dzjaržauny Tehnièny Universitet imja P.O. Suhogo 1989 — 1993
Gomel
BenchmarkSolutions September 2011 - Present
Citigroup September 2007 - Present
Nomura Securities September 2006 - September 2007
Credit Suisse First Boston January 2006 - August 2006
SunGard April 2000 - June 2004
MSSC January 1998 - April 2001
Skills
Solaris, Perl, Linux, C++, XP
Education
Gomel'ski Dzjaržauny Tehnièny Universitet imja P.O. Suhogo 1989 — 1993
Gomel
Charles McLagan's Credit Suisse First Boston Experience April 1998 - August 1999
Job Real Estate Agent at Realty Austin
Industry Real Estate
Experience
Realty Austin December 2013 - Present
Goldwasser Real Estate May 2012 - December 2013
McLagan Property January 2008 - December 2012
Morgan Stanley October 1999 - October 2007
62 Montague Housing Corporation May 2001 - June 2005
Credit Suisse First Boston April 1998 - August 1999
Remotesoft June 1996 - May 1998
Independent Consultant January 1993 - January 1994
MacroMedia January 1992 - January 1993
MacroMind January 1992 - January 1993
Skills
Real Estate Transactions, Contract Negotiation, Real Estate Investor, Real Estate, Investment Properties, Negotiation, Real Estate Economics, Selling, Investors, Sales, Texas Real Estate..., Investments, Seller Representation, Buyer Representation, Start-ups, Property Management, Sellers, Condos, Residential Homes, Referrals, Single Family Homes, First Time Home Buyers, Foreclosures, Relocation, Leases, New Home Sales, FHA, Short Sales
Education
Columbia University in the City of New York 1993 — 1996
Amherst College 1981 — 1985
English
Realty Austin December 2013 - Present
Goldwasser Real Estate May 2012 - December 2013
McLagan Property January 2008 - December 2012
Morgan Stanley October 1999 - October 2007
62 Montague Housing Corporation May 2001 - June 2005
Credit Suisse First Boston April 1998 - August 1999
Remotesoft June 1996 - May 1998
Independent Consultant January 1993 - January 1994
MacroMedia January 1992 - January 1993
MacroMind January 1992 - January 1993
Skills
Real Estate Transactions, Contract Negotiation, Real Estate Investor, Real Estate, Investment Properties, Negotiation, Real Estate Economics, Selling, Investors, Sales, Texas Real Estate..., Investments, Seller Representation, Buyer Representation, Start-ups, Property Management, Sellers, Condos, Residential Homes, Referrals, Single Family Homes, First Time Home Buyers, Foreclosures, Relocation, Leases, New Home Sales, FHA, Short Sales
Education
Columbia University in the City of New York 1993 — 1996
Amherst College 1981 — 1985
English
William Ford's Credit Suisse First Boston Experience August 2005 - February 2006
Job President & CEO at K Systems Solutions
Industry Financial Services
Experience
K Systems Solutions April 2009 - Present
Michael Kors October 2013 - July 2015
Coach Inc August 2012 - October 2013
Bear Stearns (JPM Chase) June 2006 - March 2009
Credit Suisse First Boston August 2005 - February 2006
Skills
Access, Management, Leadership, Business Analysis, SAP, Process Improvement, Project Management, Derivatives, SharePoint, Microsoft SQL Server, Data Analysis, Information Management, MS Excel, VBA, Visual Basic, MS Access, Banking, Operations, Project Managent, Essbase, Automation, Finance, Metric Reporting, MS Project, MS Visio, Fundamental HTML, Fundamental CSS, Fundamental SQL, Microsoft Visual Studio..., Calypso, WebEx, UAT, MS Outlook, MS Word, Order Management, Account Management, MS Powerpoint, Documentation, MS Publisher, Infomaker, Lotus Notes, Office 365, Google Apps Premier, Scrittura, Entrepreneurship, Settlements, Business Development, DerivClear, Windows Platforms, SQL
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Computer Information Systems
K Systems Solutions April 2009 - Present
Michael Kors October 2013 - July 2015
Coach Inc August 2012 - October 2013
Bear Stearns (JPM Chase) June 2006 - March 2009
Credit Suisse First Boston August 2005 - February 2006
Skills
Access, Management, Leadership, Business Analysis, SAP, Process Improvement, Project Management, Derivatives, SharePoint, Microsoft SQL Server, Data Analysis, Information Management, MS Excel, VBA, Visual Basic, MS Access, Banking, Operations, Project Managent, Essbase, Automation, Finance, Metric Reporting, MS Project, MS Visio, Fundamental HTML, Fundamental CSS, Fundamental SQL, Microsoft Visual Studio..., Calypso, WebEx, UAT, MS Outlook, MS Word, Order Management, Account Management, MS Powerpoint, Documentation, MS Publisher, Infomaker, Lotus Notes, Office 365, Google Apps Premier, Scrittura, Entrepreneurship, Settlements, Business Development, DerivClear, Windows Platforms, SQL
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Johnny Pratt's Credit Suisse First Boston Experience June 2006 - February 2007
Job Sales and Service Representative at SJV Medical Products
Industry Retail
Experience
SJV Medical Products January 2015 - Present
Bike Raising January 2010 - Present
REVGEN September 2014 - January 2015
Performance Bicycles June 2013 - 2014
Performance Bicycles August 2011 - May 2013
REI September 2009 - August 2011
O2 Fitness February 2010 - October 2010
Eastern Bikes March 2007 - January 2008
Credit Suisse First Boston June 2006 - February 2007
Bowden Investment Group May 2005 - May 2006
Skills
Investments, Financial Analysis, Valuation, Equities, Asset Managment, Derivatives, Finance, Non-profits, Investment Banking, Entrepreneurship, Branding & Identity, Process Improvement, Relationship Management, Customer Engagement, Microsoft Office, Negotiation, Business Development, Marketing, Leadership, Analysis, Nonprofits, Sales, Asset Management, Inventory Management, Strategy, Cycling, Retail, Management, Customer Service, Public Speaking, Social Media
Education
Appalachian State University 2002 — 2006
BSBA, Finance, Banking
SJV Medical Products January 2015 - Present
Bike Raising January 2010 - Present
REVGEN September 2014 - January 2015
Performance Bicycles June 2013 - 2014
Performance Bicycles August 2011 - May 2013
REI September 2009 - August 2011
O2 Fitness February 2010 - October 2010
Eastern Bikes March 2007 - January 2008
Credit Suisse First Boston June 2006 - February 2007
Bowden Investment Group May 2005 - May 2006
Skills
Investments, Financial Analysis, Valuation, Equities, Asset Managment, Derivatives, Finance, Non-profits, Investment Banking, Entrepreneurship, Branding & Identity, Process Improvement, Relationship Management, Customer Engagement, Microsoft Office, Negotiation, Business Development, Marketing, Leadership, Analysis, Nonprofits, Sales, Asset Management, Inventory Management, Strategy, Cycling, Retail, Management, Customer Service, Public Speaking, Social Media
Education
Appalachian State University 2002 — 2006
BSBA, Finance, Banking
Lydia Iantosca's Credit Suisse First Boston Experience 1999 - 2003
Job Benefit Specialist Team Leader at Mercer
Industry Financial Services
Experience
Merchant Services Industry December 2013 - July 2014
Heartland Payment Systems May 2013 - November 2013
Bank of America January 2010 - October 2012
Bank of America April 2009 - December 2009
Bank of America March 2008 - April 2009
Bank of America August 2004 - March 2008
Credit Suisse First Boston 1999 - 2003
Hambrecht & Quist 1996 - 1999
Skills
Strategic Planning, Cross-functional Team..., Microsoft Excel, Banking, Financial Services, Wealth Management, Investments, Risk Management, Project Management, Credit, Relationship Management, Sales, Portfolio Management, Loans, Mortgage Lending, Finance, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
Bentley University 1994 — 1996
BS
Boston Latin Academy 1984 — 1989
HS Diploma
Merchant Services Industry December 2013 - July 2014
Heartland Payment Systems May 2013 - November 2013
Bank of America January 2010 - October 2012
Bank of America April 2009 - December 2009
Bank of America March 2008 - April 2009
Bank of America August 2004 - March 2008
Credit Suisse First Boston 1999 - 2003
Hambrecht & Quist 1996 - 1999
Skills
Strategic Planning, Cross-functional Team..., Microsoft Excel, Banking, Financial Services, Wealth Management, Investments, Risk Management, Project Management, Credit, Relationship Management, Sales, Portfolio Management, Loans, Mortgage Lending, Finance, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
Bentley University 1994 — 1996
BS
Boston Latin Academy 1984 — 1989
HS Diploma
Chris McBay Chris McBay's Credit Suisse First Boston Experience May 2003 - July 2003
Job Vice President and Assistant General Counsel at Hunt Utility Services, L.L.C.
Industry Law Practice
Experience
Hunt Utility Services, L.L.C. March 2015 - Present
Hunt Consolidated, Inc. 2013 - 2014
Hunt Consolidated, Inc. May 2011 - 2013
Baker Botts LLP 2007 - 2011
Credit Suisse First Boston May 2003 - July 2003
Skills
Mergers, Mergers & Acquisitions, Corporate Law, SEC filings, Corporate Governance, Securities Regulation, Intellectual Property, Joint Ventures, Investment Banking, Due Diligence, Private Equity, Legal Research, Acquisitions
Education
Southern Methodist University Dedman School of Law 2004 — 2007
J.D., Law
Baylor University - Hankamer School of Business 2001 — 2004
BBA, Finance
Hunt Utility Services, L.L.C. March 2015 - Present
Hunt Consolidated, Inc. 2013 - 2014
Hunt Consolidated, Inc. May 2011 - 2013
Baker Botts LLP 2007 - 2011
Credit Suisse First Boston May 2003 - July 2003
Skills
Mergers, Mergers & Acquisitions, Corporate Law, SEC filings, Corporate Governance, Securities Regulation, Intellectual Property, Joint Ventures, Investment Banking, Due Diligence, Private Equity, Legal Research, Acquisitions
Education
Southern Methodist University Dedman School of Law 2004 — 2007
J.D., Law
Baylor University - Hankamer School of Business 2001 — 2004
BBA, Finance
Patty Bogen Silver's Credit Suisse First Boston Experience September 1996 - February 1999
Job Facilities Administration
Industry Information Technology and Services
Experience
Wells Fargo Securities March 2015 - Present
Camp Silver Belle June 2007 - Present
Morristown Oral Maxillofacial Surgery November 2007 - March 2015
Credit Suisse First Boston September 1996 - February 1999
Credit Suisse First Boston June 1990 - August 1996
Credit Suisse First Boston September 1988 - June 1990
Skills
Personal Development, Event Planning, Teaching, Marketing, Coaching, Self-esteem, Public Speaking, Social Media, Customer Service, Non-profits, Management, Fundraising, Healthcare, Leadership, Leadership Development, Public Relations, Sales, Team Leadership, Training, Strategic Planning
Education
ICSL Moristown 2007 — 2009
Science of the Mind 100, 200 Series, Certification
Bergen Community College 1983 — 1985
Dental Hygiene
Bergen County Academies 1979 — 1983
High School, Dental Hygiene
Wells Fargo Securities March 2015 - Present
Camp Silver Belle June 2007 - Present
Morristown Oral Maxillofacial Surgery November 2007 - March 2015
Credit Suisse First Boston September 1996 - February 1999
Credit Suisse First Boston June 1990 - August 1996
Credit Suisse First Boston September 1988 - June 1990
Skills
Personal Development, Event Planning, Teaching, Marketing, Coaching, Self-esteem, Public Speaking, Social Media, Customer Service, Non-profits, Management, Fundraising, Healthcare, Leadership, Leadership Development, Public Relations, Sales, Team Leadership, Training, Strategic Planning
Education
ICSL Moristown 2007 — 2009
Science of the Mind 100, 200 Series, Certification
Bergen Community College 1983 — 1985
Dental Hygiene
Bergen County Academies 1979 — 1983
High School, Dental Hygiene
Devaraju Yannam Devaraju Yannam's Credit Suisse First Boston Experience September 2009 - Present
Job Consultant at Credit Suisse First Boston
Industry Investment Banking
Experience
Credit Suisse First Boston September 2009 - Present
Adara Networks May 2009 - August 2009
Credit Suisse First Boston May 2007 - April 2009
Cartus September 2006 - May 2007
SIEMENS Information Systems Ltd May 2000 - August 2006
Skills
UML, WinForms, Design Patterns, C++, Com, Booch, ATL COM, C#, COM+, DCOM, WCF, WPF, XML, Sybase, SOA, Web Services, .NET, TFS, SQL, ASP.NET, Microsoft SQL Server, VB.NET, Object Oriented Design, Oracle
Education
Andhra University 1996 — 1999
MCA, Computer Science
Credit Suisse First Boston September 2009 - Present
Adara Networks May 2009 - August 2009
Credit Suisse First Boston May 2007 - April 2009
Cartus September 2006 - May 2007
SIEMENS Information Systems Ltd May 2000 - August 2006
Skills
UML, WinForms, Design Patterns, C++, Com, Booch, ATL COM, C#, COM+, DCOM, WCF, WPF, XML, Sybase, SOA, Web Services, .NET, TFS, SQL, ASP.NET, Microsoft SQL Server, VB.NET, Object Oriented Design, Oracle
Education
Andhra University 1996 — 1999
MCA, Computer Science
Ram Prasanna's Credit Suisse First Boston Experience April 2010 - September 2010
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Credit Suisse First Boston April 2010 - September 2010
Duke Energy December 2007 - March 2010
Freddie Mac June 2006 - December 2007
Skills
Sybase, Perl, Software Development, Oracle, Requirements Analysis, Software Project..., Autosys, DB2, Business Analysis, Production Support, Web Services, HTML, SharePoint, Visio, Testing, Korn Shell, UNIX, XML, PL/SQL, Microsoft SQL Server, service now, Visual Basic, Apache web server, MySQL, TSQL, C, Mainframe, SunSolaris, Toad, clear case, clear quest, Ganglia, INC Remedy, Aquadata, Hummingbird Exceed, Microsoft Reporting..., MS Project, data synapse, visual source safe, VCS, Windows NT, TCP, FIX, SWIFT, IIS, Project Management, Project Planning, Microsoft Project, Microsoft Office, Scrum
Education
New Jersey Institute of Technology 2005 — 2007
MS, Computer Sciences
Amity Business School 2002 — 2005
MCA, Master of Computer Applications
Delhi University 1998 — 2001
BS, Mathematics(Hons)
Morgan Stanley September 2010 - Present
Credit Suisse First Boston April 2010 - September 2010
Duke Energy December 2007 - March 2010
Freddie Mac June 2006 - December 2007
Skills
Sybase, Perl, Software Development, Oracle, Requirements Analysis, Software Project..., Autosys, DB2, Business Analysis, Production Support, Web Services, HTML, SharePoint, Visio, Testing, Korn Shell, UNIX, XML, PL/SQL, Microsoft SQL Server, service now, Visual Basic, Apache web server, MySQL, TSQL, C, Mainframe, SunSolaris, Toad, clear case, clear quest, Ganglia, INC Remedy, Aquadata, Hummingbird Exceed, Microsoft Reporting..., MS Project, data synapse, visual source safe, VCS, Windows NT, TCP, FIX, SWIFT, IIS, Project Management, Project Planning, Microsoft Project, Microsoft Office, Scrum
Education
New Jersey Institute of Technology 2005 — 2007
MS, Computer Sciences
Amity Business School 2002 — 2005
MCA, Master of Computer Applications
Delhi University 1998 — 2001
BS, Mathematics(Hons)
Todd Lee, CFA Todd Lee, CFA's Credit Suisse First Boston Experience March 1997 - June 1999
Job Athena Asset Management & Research, LLC
Industry Investment Management
Experience
Athena Asset Management & Research January 2000 - Present
Botti Brown Asset Management August 2004 - October 2006
Credit Suisse First Boston March 1997 - June 1999
Bear, Stearns & Co. Inc. September 1988 - March 1997
Alpha Investment Management 1996 - 1997
Drexel Burnham Lambert August 1987 - September 1988
Skills
Hedge Funds, Equities, Asset Managment, Investments, Alternative Investments, Valuation, Fixed Income, Portfolio Management, Private Equity, Financial Modeling, Equity Research, Capital Markets, Bloomberg, Securities, High Yield Bonds, Distressed Debt, Corporate Finance
Education
Arizona State University 1982 — 1987
Bachelors
Calabasas High
Athena Asset Management & Research January 2000 - Present
Botti Brown Asset Management August 2004 - October 2006
Credit Suisse First Boston March 1997 - June 1999
Bear, Stearns & Co. Inc. September 1988 - March 1997
Alpha Investment Management 1996 - 1997
Drexel Burnham Lambert August 1987 - September 1988
Skills
Hedge Funds, Equities, Asset Managment, Investments, Alternative Investments, Valuation, Fixed Income, Portfolio Management, Private Equity, Financial Modeling, Equity Research, Capital Markets, Bloomberg, Securities, High Yield Bonds, Distressed Debt, Corporate Finance
Education
Arizona State University 1982 — 1987
Bachelors
Calabasas High
Anthony Sorrentino Anthony Sorrentino's Credit Suisse First Boston Experience September 1988 - August 1997
Job Global Head of Volcker Customer Facing Trade Ratio (CFTR) Program
Industry Information Technology and Services
Experience
Deutsche Bank March 2011 - Present
Paychex June 2010 - March 2011
Sole Proprietorship October 2008 - June 2010
UnitedHealth Group July 2003 - September 2008
The Vanguard Group 1997 - 2003
Credit Suisse First Boston September 1988 - August 1997
Skills
Program Management, Outsourcing, Software Development, Cross-functional Team..., Management, PMP, Project Management, Project Portfolio..., Quality Assurance, Portfolio Management, Leadership, E-commerce, Back Office, SDLC, Business Transformation, IT Strategy, Enterprise Software, IT Management, Application Development, Vendor Management, Strategy, Financial Services, Business Analysis, Cloud Computing, Defined Contribution, Non Qualified Plans, 401k Administration, Data Management
Education
Baruch College, City University of New York (CUNY) 1988 — 1991
MBA, Finance
University at Albany, SUNY 1985 — 1986
B.S., Computer Science
Deutsche Bank March 2011 - Present
Paychex June 2010 - March 2011
Sole Proprietorship October 2008 - June 2010
UnitedHealth Group July 2003 - September 2008
The Vanguard Group 1997 - 2003
Credit Suisse First Boston September 1988 - August 1997
Skills
Program Management, Outsourcing, Software Development, Cross-functional Team..., Management, PMP, Project Management, Project Portfolio..., Quality Assurance, Portfolio Management, Leadership, E-commerce, Back Office, SDLC, Business Transformation, IT Strategy, Enterprise Software, IT Management, Application Development, Vendor Management, Strategy, Financial Services, Business Analysis, Cloud Computing, Defined Contribution, Non Qualified Plans, 401k Administration, Data Management
Education
Baruch College, City University of New York (CUNY) 1988 — 1991
MBA, Finance
University at Albany, SUNY 1985 — 1986
B.S., Computer Science
Richard Troyer Richard Troyer's Credit Suisse First Boston Experience 2002 - 2005
Job Chief Business Officer at Coskata
Industry Biotechnology
Experience
Coskata July 2011 - Present
The Blackstone Group 2008 - June 2011
AllianceBernstein 2005 - 2008
Credit Suisse First Boston 2002 - 2005
Piper Jaffray 2000 - 2002
Marakon 1998 - 1999
Ernst & Young 1993 - 1996
Skills
Business Development, Business Strategy, Corporate Development, Due Diligence, Market Research, Corporate Communications, Financial Modeling, Valuation, Private Equity, Public Speaking, Start-ups, Financial Analysis, Corporate Finance, Capital Markets, Equities, IPO, Investments, Strategy, Strategic Planning, Venture Capital, Investment Strategies, Finance, Media Relations, Investor Relations, Public Relations, Equity Research, Alternative Investments, Investment Management
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance and Marketing
Baylor University - Hankamer School of Business 1989 — 1993
BBA, Accounting
Coskata July 2011 - Present
The Blackstone Group 2008 - June 2011
AllianceBernstein 2005 - 2008
Credit Suisse First Boston 2002 - 2005
Piper Jaffray 2000 - 2002
Marakon 1998 - 1999
Ernst & Young 1993 - 1996
Skills
Business Development, Business Strategy, Corporate Development, Due Diligence, Market Research, Corporate Communications, Financial Modeling, Valuation, Private Equity, Public Speaking, Start-ups, Financial Analysis, Corporate Finance, Capital Markets, Equities, IPO, Investments, Strategy, Strategic Planning, Venture Capital, Investment Strategies, Finance, Media Relations, Investor Relations, Public Relations, Equity Research, Alternative Investments, Investment Management
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance and Marketing
Baylor University - Hankamer School of Business 1989 — 1993
BBA, Accounting
Alex K Rojas's Credit Suisse First Boston Experience January 2002 - January 2005
Job Principal Consultant World Wide Cloud Services @Citrix
Industry Information Technology and Services
Experience
Citrix August 2012 - February 2015
IPsoft May 2012 - August 2012
Abiquo July 2010 - April 2012
Royal Bank of Scotland August 2008 - July 2010
Orchestria October 2005 - August 2008
Control Group Inc February 2005 - September 2005
Credit Suisse First Boston January 2002 - January 2005
Mail.Com January 2000 - January 2002
New Millenium Consulting February 1999 - January 2000
US Army May 1995 - August 1997
Skills
Data Loss Prevention, Compliance, Cloud Computing, API Automation, Abiquo, Security Clearance, Foreign Languages, Virtualization, ITIL Certified, Automation, ITIL, Wireless, Security, Integration, Operating Systems, Identity Management, DLP, SaaS, Data Center, VMware, Enterprise Software, Disaster Recovery, Solution Architecture, Information Security, Management, Servers, SharePoint, Strategy, Pre-sales, Citrix, Start-ups, System Deployment, Telecommunications, Databases, Enterprise Architecture, System Administration, Project Management, Architectures, Infrastructure, Business Continuity, DNS, Computer Security, Professional Services, Leadership, High Availability, IT Strategy, Microsoft Exchange, Business Development, Mobile Devices, Information Technology
Education
Technical Institute of America 2012 — 2012
Diploma ITIL and Project Management
United States Military Academy at West Point 2012 — 2012
Intense School 2008 — 2008
Diploma Cisco Networking Router and Switch Configuration
Columbia University in the City of New York 2005 — 2008
Akamai University, Honolulu, Hawaii 2002 — 2005
Masters of Business Administration (International Business and Policy)
Chubb Institute of Technology 1999 — 1999
Diploma
Rutgers, The State University of New Jersey-Newark 1994 — 1998
Bachelor of Arts in Anthropology
Barry University 1993 — 1994
Hudson Catholic
Citrix August 2012 - February 2015
IPsoft May 2012 - August 2012
Abiquo July 2010 - April 2012
Royal Bank of Scotland August 2008 - July 2010
Orchestria October 2005 - August 2008
Control Group Inc February 2005 - September 2005
Credit Suisse First Boston January 2002 - January 2005
Mail.Com January 2000 - January 2002
New Millenium Consulting February 1999 - January 2000
US Army May 1995 - August 1997
Skills
Data Loss Prevention, Compliance, Cloud Computing, API Automation, Abiquo, Security Clearance, Foreign Languages, Virtualization, ITIL Certified, Automation, ITIL, Wireless, Security, Integration, Operating Systems, Identity Management, DLP, SaaS, Data Center, VMware, Enterprise Software, Disaster Recovery, Solution Architecture, Information Security, Management, Servers, SharePoint, Strategy, Pre-sales, Citrix, Start-ups, System Deployment, Telecommunications, Databases, Enterprise Architecture, System Administration, Project Management, Architectures, Infrastructure, Business Continuity, DNS, Computer Security, Professional Services, Leadership, High Availability, IT Strategy, Microsoft Exchange, Business Development, Mobile Devices, Information Technology
Education
Technical Institute of America 2012 — 2012
Diploma ITIL and Project Management
United States Military Academy at West Point 2012 — 2012
Intense School 2008 — 2008
Diploma Cisco Networking Router and Switch Configuration
Columbia University in the City of New York 2005 — 2008
Akamai University, Honolulu, Hawaii 2002 — 2005
Masters of Business Administration (International Business and Policy)
Chubb Institute of Technology 1999 — 1999
Diploma
Rutgers, The State University of New Jersey-Newark 1994 — 1998
Bachelor of Arts in Anthropology
Barry University 1993 — 1994
Hudson Catholic
Michael Yampol's Credit Suisse First Boston Experience 2003 - 2006
Job Quantitative Analysis, Risk Management
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2014 - Present
Bank of America 2012 - 2013
Bank of America Merrill Lynch 2009 - 2012
Calypso Technology 2009 - 2009
Lehman Brothers 2007 - 2008
Credit Suisse 2006 - 2007
Credit Suisse First Boston 2003 - 2006
Marathon Asset Management 2002 - 2002
Millennium Partners 2001 - 2002
Stark Investments 2000 - 2001
Skills
Quantitative Finance, Derivatives, Risk Management, Market Risk, Interest Rate..., Options, Fixed Income, Emerging Markets, Hedge Funds, Volatility, Portfolio Optimization, Financial Engineering, Financial Modeling, Equity Derivatives, Electronic Trading, Matlab, R, SAS, Stata, Statistics, Mathematics, Econometrics, Data Analysis, SQL, Oracle, Sybase, Bloomberg, Quantitative Analytics, FX Options, Structured Products, Prime Brokerage, Credit Derivatives, Trading Systems, Monte Carlo Simulation, Risk Modeling, LATAM, Fixed Income Trading, Stochastic Processes, Mathematica, Python, Applied Mathematics, Predictive Analytics, Data Science, Big Data, Spanish, Brazilian Portuguese, VAR, Time Series Analysis, Swaps, VBA
Education
Harvard College
AB, Applied Mathematics
Global Association of Risk Professionals (GARP)
Certified Financial Risk Manager (FRM)
City University of New York-Baruch College
MS, Financial Engineering
City University of New York-Baruch College - Zicklin School of Business
MS, Statistics
Instituto Cervantes New York (ICNY)
DELE (B1 - Intermedio), Español
Bank of America Merrill Lynch 2014 - Present
Bank of America 2012 - 2013
Bank of America Merrill Lynch 2009 - 2012
Calypso Technology 2009 - 2009
Lehman Brothers 2007 - 2008
Credit Suisse 2006 - 2007
Credit Suisse First Boston 2003 - 2006
Marathon Asset Management 2002 - 2002
Millennium Partners 2001 - 2002
Stark Investments 2000 - 2001
Skills
Quantitative Finance, Derivatives, Risk Management, Market Risk, Interest Rate..., Options, Fixed Income, Emerging Markets, Hedge Funds, Volatility, Portfolio Optimization, Financial Engineering, Financial Modeling, Equity Derivatives, Electronic Trading, Matlab, R, SAS, Stata, Statistics, Mathematics, Econometrics, Data Analysis, SQL, Oracle, Sybase, Bloomberg, Quantitative Analytics, FX Options, Structured Products, Prime Brokerage, Credit Derivatives, Trading Systems, Monte Carlo Simulation, Risk Modeling, LATAM, Fixed Income Trading, Stochastic Processes, Mathematica, Python, Applied Mathematics, Predictive Analytics, Data Science, Big Data, Spanish, Brazilian Portuguese, VAR, Time Series Analysis, Swaps, VBA
Education
Harvard College
AB, Applied Mathematics
Global Association of Risk Professionals (GARP)
Certified Financial Risk Manager (FRM)
City University of New York-Baruch College
MS, Financial Engineering
City University of New York-Baruch College - Zicklin School of Business
MS, Statistics
Instituto Cervantes New York (ICNY)
DELE (B1 - Intermedio), Español
Max Azaham's Credit Suisse First Boston Experience July 2005 - May 2007
Job
Industry Venture Capital & Private Equity
Experience
Semanggi llc June 2011 - Present
Delectable November 2013 - Present
UMW Corporation Sdn Bhd March 2015 - Present
Locum Legalis August 2014 - Present
Tegris Advisors September 2007 - May 2011
Credit Suisse First Boston July 2005 - May 2007
Rothschild September 1999 - June 2005
Rothschild June 1997 - September 1999
Education
Stanford University Graduate School of Business 2013 — 2014
Master of Science
University of Cambridge 1994 — 1997
Master of Arts
University of Oxford - Said Business School
Kolej Tuanku Ja'afar 1993 — 1994
A-Level
Semanggi llc June 2011 - Present
Delectable November 2013 - Present
UMW Corporation Sdn Bhd March 2015 - Present
Locum Legalis August 2014 - Present
Tegris Advisors September 2007 - May 2011
Credit Suisse First Boston July 2005 - May 2007
Rothschild September 1999 - June 2005
Rothschild June 1997 - September 1999
Education
Stanford University Graduate School of Business 2013 — 2014
Master of Science
University of Cambridge 1994 — 1997
Master of Arts
University of Oxford - Said Business School
Kolej Tuanku Ja'afar 1993 — 1994
A-Level
Ruth Melnick's Credit Suisse First Boston Experience 1993 - 1999
Job
Industry Information Technology and Services
Experience
Oracle Corporation February 2010 - Present
Sun Microsystems May 2008 - February 2010
Mycroft, Inc. July 2000 - May 2008
Independant Contractor November 1999 - July 2000
Credit Suisse First Boston 1993 - 1999
Credit Suisse 1993 - 1999
Skills
Siteminder, Weblogic, Enterprise Architecture, Federation, Solaris, Cloud Computing, Information Security, Oracle Identity Manager, IT Strategy, Virtualization, LDAP, Identity Management
Education
Baruch College, City University of New York (CUNY)
MBA, Computer Information Systems
PS 200
Stony Brook University
BA, Italian Language and Literature, Economics
Oracle Corporation February 2010 - Present
Sun Microsystems May 2008 - February 2010
Mycroft, Inc. July 2000 - May 2008
Independant Contractor November 1999 - July 2000
Credit Suisse First Boston 1993 - 1999
Credit Suisse 1993 - 1999
Skills
Siteminder, Weblogic, Enterprise Architecture, Federation, Solaris, Cloud Computing, Information Security, Oracle Identity Manager, IT Strategy, Virtualization, LDAP, Identity Management
Education
Baruch College, City University of New York (CUNY)
MBA, Computer Information Systems
PS 200
Stony Brook University
BA, Italian Language and Literature, Economics
Ajit Nadgir's Credit Suisse First Boston Experience 2000 - 2001
Job VP DBA Manager at Societe Generale
Industry Financial Services
Experience
Societe Generale December 2008 - Present
Société Générale Corporate and Investment Banking 2008 - Present
Lehman Brothers July 2001 - December 2008
Barclays Capital 2008 - 2008
Credit Suisse First Boston 2000 - 2001
Compunnel Software Group 1994 - 2001
DLJ 1996 - 2000
Donaldson, Lufkin & Jenrette (DLJ) 1996 - 2000
Skills
Sybase, Data Warehousing, Unix, SDLC, Performance Tuning, Investment Banking, Trading Systems, SQL, Disaster Recovery, Market Data, Business Analysis, Databases, Cloud Computing, Oracle, High Availability, Microsoft SQL Server, ITIL, Storage, Solaris, Servers, Integration, Security, Linux, Data Center
Education
Colorado Technical University 2005 — 2006
MS, Information Technology Management
Bangalore University 1988 — 1992
Bachelor of Engineering, Electronics and Communications
SSPHS
Societe Generale December 2008 - Present
Société Générale Corporate and Investment Banking 2008 - Present
Lehman Brothers July 2001 - December 2008
Barclays Capital 2008 - 2008
Credit Suisse First Boston 2000 - 2001
Compunnel Software Group 1994 - 2001
DLJ 1996 - 2000
Donaldson, Lufkin & Jenrette (DLJ) 1996 - 2000
Skills
Sybase, Data Warehousing, Unix, SDLC, Performance Tuning, Investment Banking, Trading Systems, SQL, Disaster Recovery, Market Data, Business Analysis, Databases, Cloud Computing, Oracle, High Availability, Microsoft SQL Server, ITIL, Storage, Solaris, Servers, Integration, Security, Linux, Data Center
Education
Colorado Technical University 2005 — 2006
MS, Information Technology Management
Bangalore University 1988 — 1992
Bachelor of Engineering, Electronics and Communications
SSPHS
Robert Rab Ker's Credit Suisse First Boston Experience September 1992 - June 2005
Job
Industry Investment Banking
Experience
Parker Global Strategies, LLC May 2009 - October 2011
Saint Andrews Society of the State of New York 2009 - May 2011
Ferrell Capital Management 2005 - 2009
Credit Suisse First Boston September 1992 - June 2005
Credit Suisse First Boston September 1992 - June 2005
Lehman Brothers 1988 - 1992
Skills
Hedge Funds, Alternative Investments, Private Equity, Fixed Income, Equities, Portfolio Management, Fund Of Funds, Capital Markets, Investment Banking, Emerging Markets, Investments, Mergers & Acquisitions, Derivatives, Due Diligence, Asset Managment, Valuation, High Yield, Financial Structuring, Asset Allocation, Structured Finance, Investor Relations, Securities, Investment Management, Bloomberg, Structured Products, Venture Capital, Investment Strategies, Equity Research, Leveraged Finance, Bonds, Financial Markets, Institutional..., Trading, Securitization, Hedging, Financial Modeling, Series 7, Options, Asset Management
Education
Northwestern University - Kellogg School of Management
MBA
University of St. Andrews
University of Vermont
Bachelor's Degree
Phillips Academy
Saint Thomas Choir School
New Canaan High School
Parker Global Strategies, LLC May 2009 - October 2011
Saint Andrews Society of the State of New York 2009 - May 2011
Ferrell Capital Management 2005 - 2009
Credit Suisse First Boston September 1992 - June 2005
Credit Suisse First Boston September 1992 - June 2005
Lehman Brothers 1988 - 1992
Skills
Hedge Funds, Alternative Investments, Private Equity, Fixed Income, Equities, Portfolio Management, Fund Of Funds, Capital Markets, Investment Banking, Emerging Markets, Investments, Mergers & Acquisitions, Derivatives, Due Diligence, Asset Managment, Valuation, High Yield, Financial Structuring, Asset Allocation, Structured Finance, Investor Relations, Securities, Investment Management, Bloomberg, Structured Products, Venture Capital, Investment Strategies, Equity Research, Leveraged Finance, Bonds, Financial Markets, Institutional..., Trading, Securitization, Hedging, Financial Modeling, Series 7, Options, Asset Management
Education
Northwestern University - Kellogg School of Management
MBA
University of St. Andrews
University of Vermont
Bachelor's Degree
Phillips Academy
Saint Thomas Choir School
New Canaan High School
David Kwon's Credit Suisse First Boston Experience December 1999 - June 2002
Job Equity Research Vice President
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2013 - Present
CLSA Asia-Pacific Markets Credit Agricole Securities (USA) Inc. August 2008 - April 2013
Wachovia Securities April 2007 - July 2008
Banc of America Securities December 2004 - February 2007
Credit Suisse First Boston December 1999 - June 2002
Salomon Smith Barney June 1998 - November 1999
Skills
Financial Modeling, Equity Research, Valuation, Equities, Investments, Bloomberg, Portfolio Management, Corporate Finance, Financial Analysis, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Equity Valuation, Securities, Derivatives, Emerging Markets, Investment Banking, Alternative Investments, Capital Markets, Bloomberg Terminal, Financial Markets
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Finance
Stuyvesant High School
SunTrust Robinson Humphrey April 2013 - Present
CLSA Asia-Pacific Markets Credit Agricole Securities (USA) Inc. August 2008 - April 2013
Wachovia Securities April 2007 - July 2008
Banc of America Securities December 2004 - February 2007
Credit Suisse First Boston December 1999 - June 2002
Salomon Smith Barney June 1998 - November 1999
Skills
Financial Modeling, Equity Research, Valuation, Equities, Investments, Bloomberg, Portfolio Management, Corporate Finance, Financial Analysis, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Equity Valuation, Securities, Derivatives, Emerging Markets, Investment Banking, Alternative Investments, Capital Markets, Bloomberg Terminal, Financial Markets
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Finance
Stuyvesant High School
Bryan Wong's Credit Suisse First Boston Experience July 1997 - December 2000
Job
Industry Information Technology and Services
Experience
Credit Suisse January 2007 - Present
Credit Suisse January 2001 - December 2006
Credit Suisse First Boston July 1997 - December 2000
Credit Suisse First Boston June 1996 - August 1996
Skills
Business Analysis, CRM, SDLC, PMP, Project Portfolio..., Certified Project..., Investment Banking, Requirements Gathering, Vendor Management, Requirements Analysis, Quality Assurance, IT Strategy, Program Management, Software Project..., Project Planning, Relationship Management, Business Process..., Business Requirements, Business Process..., Project Delivery, Banking, IT Management, Financial Services, Reference Data, Business Intelligence, ITIL, Data Warehousing, Business Process, Analysis, Financial Risk, Resource Management, Information Technology, Process Improvement, Risk Management, PMO, Project Management
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
M.B.A.
University at Albany, SUNY 1993 — 1997
B.S.
Bronx Science 1989 — 1993
Credit Suisse January 2007 - Present
Credit Suisse January 2001 - December 2006
Credit Suisse First Boston July 1997 - December 2000
Credit Suisse First Boston June 1996 - August 1996
Skills
Business Analysis, CRM, SDLC, PMP, Project Portfolio..., Certified Project..., Investment Banking, Requirements Gathering, Vendor Management, Requirements Analysis, Quality Assurance, IT Strategy, Program Management, Software Project..., Project Planning, Relationship Management, Business Process..., Business Requirements, Business Process..., Project Delivery, Banking, IT Management, Financial Services, Reference Data, Business Intelligence, ITIL, Data Warehousing, Business Process, Analysis, Financial Risk, Resource Management, Information Technology, Process Improvement, Risk Management, PMO, Project Management
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
M.B.A.
University at Albany, SUNY 1993 — 1997
B.S.
Bronx Science 1989 — 1993
Olga Hausler's Credit Suisse First Boston Experience 2000 - 2005
Job Business Analyst at Lehman Brothers
Industry Investment Banking
Experience
Citadel LLC June 2011 - Present
Barclays Capital September 2008 - May 2011
Lehman Brothers March 2007 - September 2008
Deutsche Bank 2005 - 2007
Credit Suisse First Boston 2000 - 2005
Education
Siberian Federal University (former Krasnoyarsk State University)
Citadel LLC June 2011 - Present
Barclays Capital September 2008 - May 2011
Lehman Brothers March 2007 - September 2008
Deutsche Bank 2005 - 2007
Credit Suisse First Boston 2000 - 2005
Education
Siberian Federal University (former Krasnoyarsk State University)
Aya Ikeda's Credit Suisse First Boston Experience 1997 - 2001
Job Strategic Planner / Consultant Restaurant, Bars & Clubs
Industry Hospitality
Experience
Ozaneaux Ltd. March 2011 - Present
Morgan Stanley August 2007 - October 2011
The Metropolitan Museum of Art December 2001 - July 2007
Credit Suisse First Boston 1997 - 2001
Cantor Fitzgerald 1995 - 1997
Education
Dokkyo University 1992 — 1996
Ozaneaux Ltd. March 2011 - Present
Morgan Stanley August 2007 - October 2011
The Metropolitan Museum of Art December 2001 - July 2007
Credit Suisse First Boston 1997 - 2001
Cantor Fitzgerald 1995 - 1997
Education
Dokkyo University 1992 — 1996
Noshirwan Sheriyarji's Credit Suisse First Boston Experience August 2007 - Present
Job _
Industry Computer Software
Experience
Credit Suisse First Boston August 2007 - Present
Banc of America Securities April 2006 - June 2007
Merrill Lynch January 2005 - May 2006
Thomson Financial July 2004 - December 2004
Incurrent January 2004 - June 2004
Thomson Financial July 2003 - December 2003
infragistics 2000 - 2003
protoview 2000 - 2001
silverline 2000 - 2000
websym 1997 - 2000
Skills
SDLC, Microsoft SQL Server, .NET, WPF, WCF, C#, Agile Methodologies, SQL, ASP.NET, Web Services, SOA, Software Project..., Sybase, Software Development, SSRS, XML, Requirements Analysis, Business Analysis
Education
University of Pune 1995 — 1997
MCM, Computers
Babasaheb Bhimrao Ambedkar Bihar University 1992 — 1995
B.Sc, Physics
Credit Suisse First Boston August 2007 - Present
Banc of America Securities April 2006 - June 2007
Merrill Lynch January 2005 - May 2006
Thomson Financial July 2004 - December 2004
Incurrent January 2004 - June 2004
Thomson Financial July 2003 - December 2003
infragistics 2000 - 2003
protoview 2000 - 2001
silverline 2000 - 2000
websym 1997 - 2000
Skills
SDLC, Microsoft SQL Server, .NET, WPF, WCF, C#, Agile Methodologies, SQL, ASP.NET, Web Services, SOA, Software Project..., Sybase, Software Development, SSRS, XML, Requirements Analysis, Business Analysis
Education
University of Pune 1995 — 1997
MCM, Computers
Babasaheb Bhimrao Ambedkar Bihar University 1992 — 1995
B.Sc, Physics
Eric Rosenblatt's Credit Suisse First Boston Experience April 2002 - October 2003
Job Auditor at McGladrey
Industry Financial Services
Experience
McGladrey February 2015 - Present
PNC Capital Advisors, LLC June 2013 - February 2015
BlackRock December 2005 - May 2013
Smith Barney October 2003 - December 2005
Credit Suisse First Boston April 2002 - October 2003
Salomon Smith Barney July 2000 - April 2002
Skills
Relationship Management, Financial Analysis, Mutual Funds, Asset Management, Accounting, Vendor Management, Financial Services, Transfer Agency, Fund Administration, Operating Agreements, Contractual Agreements, Accruals, Tax Preparation, Financial Accounting, Corporate Actions, Auditing, Financial Statements
Education
Baldwin Wallace University 2013 — 2015
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting
State University of New York at Buffalo - School of Management 1996 — 2000
BS, Management Information Systems
McGladrey February 2015 - Present
PNC Capital Advisors, LLC June 2013 - February 2015
BlackRock December 2005 - May 2013
Smith Barney October 2003 - December 2005
Credit Suisse First Boston April 2002 - October 2003
Salomon Smith Barney July 2000 - April 2002
Skills
Relationship Management, Financial Analysis, Mutual Funds, Asset Management, Accounting, Vendor Management, Financial Services, Transfer Agency, Fund Administration, Operating Agreements, Contractual Agreements, Accruals, Tax Preparation, Financial Accounting, Corporate Actions, Auditing, Financial Statements
Education
Baldwin Wallace University 2013 — 2015
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting
State University of New York at Buffalo - School of Management 1996 — 2000
BS, Management Information Systems
Govind Bashyam's Credit Suisse First Boston Experience 1997 - 2003
Job Program Manager at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets May 2011 - Present
TD Securities 2008 - May 2011
TD Securities 2004 - 2008
Credit Suisse First Boston 1997 - 2003
Education
Queen's University 2003 — 2004
MBA, Finance
Anna University
Bachelor of Technology (B.Tech.), Aerospace, Aeronautical and Astronautical Engineering
RBC Capital Markets May 2011 - Present
TD Securities 2008 - May 2011
TD Securities 2004 - 2008
Credit Suisse First Boston 1997 - 2003
Education
Queen's University 2003 — 2004
MBA, Finance
Anna University
Bachelor of Technology (B.Tech.), Aerospace, Aeronautical and Astronautical Engineering
Nitin Bhilkar's Credit Suisse First Boston Experience September 2007 - September 2010
Job Cognizant Tech.
Industry Information Technology and Services
Experience
Cognizant Technology Solutions January 2011 - Present
Credit suisse first boston September 2007 - September 2010
Bank Of America February 2007 - August 2007
Humana 2006 - 2007
CORBUS(India)Pvt Ltd March 2003 - May 2006
GTIC 2003 - 2006
Corbus 2003 - 2006
Aithent Technologies 2000 - 2003
Education
Pandit Ravishankar Shukla University 1995 — 1998
MCA, Computer
Awadhesh Pratap Singh Vishwavidyalaya 1994 — 1995
Pandit Ravishankar Shukla University 1991 — 1994
BSC, Maths
Cognizant Technology Solutions January 2011 - Present
Credit suisse first boston September 2007 - September 2010
Bank Of America February 2007 - August 2007
Humana 2006 - 2007
CORBUS(India)Pvt Ltd March 2003 - May 2006
GTIC 2003 - 2006
Corbus 2003 - 2006
Aithent Technologies 2000 - 2003
Education
Pandit Ravishankar Shukla University 1995 — 1998
MCA, Computer
Awadhesh Pratap Singh Vishwavidyalaya 1994 — 1995
Pandit Ravishankar Shukla University 1991 — 1994
BSC, Maths
Tatyana Kostynyuk's Credit Suisse First Boston Experience March 2010 - July 2011
Job Consultant at Angelo, Gordon & Co.
Industry Computer Software
Experience
Angelo, Gordon & Co. April 2013 - Present
Barclays Capital July 2011 - April 2013
Credit Suisse First Boston March 2010 - July 2011
AIG January 2008 - June 2010
Northrop Grumman February 2007 - January 2008
CBS Corporation March 2006 - February 2007
Newmark Knight Frank 2003 - 2006
Skills
Agile Methodologies, .NET, WinForms, SQL, C#, SDLC, Microsoft SQL Server
Education
Lviv Academy of Commerce 1988 — 1993
Bachelor of Commerce (B.Com.)
Angelo, Gordon & Co. April 2013 - Present
Barclays Capital July 2011 - April 2013
Credit Suisse First Boston March 2010 - July 2011
AIG January 2008 - June 2010
Northrop Grumman February 2007 - January 2008
CBS Corporation March 2006 - February 2007
Newmark Knight Frank 2003 - 2006
Skills
Agile Methodologies, .NET, WinForms, SQL, C#, SDLC, Microsoft SQL Server
Education
Lviv Academy of Commerce 1988 — 1993
Bachelor of Commerce (B.Com.)
Andrew Sayre's Credit Suisse First Boston Experience October 2003 - January 2005
Job Associate at Celtic Pharma
Industry Biotechnology
Experience
Celtic Pharma January 2005 - Present
Credit Suisse First Boston October 2003 - January 2005
FleetBoston Financial July 2002 - October 2003
Education
Babson College 1998 — 2000
Celtic Pharma January 2005 - Present
Credit Suisse First Boston October 2003 - January 2005
FleetBoston Financial July 2002 - October 2003
Education
Babson College 1998 — 2000
Samyuktha Narayan's Credit Suisse First Boston Experience May 1999 - June 2000
Job Manager, Customer Marketing at webmethods (now Software AG)
Industry Computer Software
Experience
webMethods (now Software AG) January 2001 - 2007
Inventa January 2000 - December 2000
Credit Suisse First Boston May 1999 - June 2000
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
Ethiraj College for women
webMethods (now Software AG) January 2001 - 2007
Inventa January 2000 - December 2000
Credit Suisse First Boston May 1999 - June 2000
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
Ethiraj College for women
Syed Adil's Credit Suisse First Boston Experience September 2009 - November 2010
Job IT Business Analyst at Financial Solutions Consulting
Industry Information Technology and Services
Experience
IT Consultant Freelance March 2012 - Present
The Depository Trust & Clearing Corporation, Enterprise Data and Risk Group February 2014 - August 2014
Genpact Headstrong Capital Markets August 2013 - January 2014
BNP Paribas April 2012 - August 2013
Morgan Stanley January 2012 - April 2012
Headstrong April 1999 - March 2012
Jefferies & Company November 2010 - October 2011
Credit Suisse First Boston September 2009 - November 2010
Lehman Brothers May 2007 - August 2009
Banc of America Securities March 2006 - April 2007
Skills
Reference Data, Data Feeds, Data Aggregation, Data Transformation, Data Extraction, Investment Banking, Requirements Analysis, Capital Markets, Fixed Income, Equities, Data Warehousing, Data Modeling, Informatica, ETL, Business Analysis, SDLC, Requirements Gathering, Enterprise Architecture, Unix Shell Scripting, Unix, Oracle SQL, AML, KYC, Client Onboarding, Perl, Sybase, SQL, Enterprise Software, Integration, Solution Architecture, Software Project..., Project Delivery, IT Strategy, Business Process Design, Strategy, SOA, Business Intelligence, DB2, Oracle, Software Documentation, Data Migration, Onboarding
Education
Internation School of Computer and Technology 1991 — 1993
Post Graduate Diploma in Computer Applications, Management Information Systems, General
Aligarh Muslim University 1987 — 1991
Bsc.. Engg.., Electrical Engineering
IT Consultant Freelance March 2012 - Present
The Depository Trust & Clearing Corporation, Enterprise Data and Risk Group February 2014 - August 2014
Genpact Headstrong Capital Markets August 2013 - January 2014
BNP Paribas April 2012 - August 2013
Morgan Stanley January 2012 - April 2012
Headstrong April 1999 - March 2012
Jefferies & Company November 2010 - October 2011
Credit Suisse First Boston September 2009 - November 2010
Lehman Brothers May 2007 - August 2009
Banc of America Securities March 2006 - April 2007
Skills
Reference Data, Data Feeds, Data Aggregation, Data Transformation, Data Extraction, Investment Banking, Requirements Analysis, Capital Markets, Fixed Income, Equities, Data Warehousing, Data Modeling, Informatica, ETL, Business Analysis, SDLC, Requirements Gathering, Enterprise Architecture, Unix Shell Scripting, Unix, Oracle SQL, AML, KYC, Client Onboarding, Perl, Sybase, SQL, Enterprise Software, Integration, Solution Architecture, Software Project..., Project Delivery, IT Strategy, Business Process Design, Strategy, SOA, Business Intelligence, DB2, Oracle, Software Documentation, Data Migration, Onboarding
Education
Internation School of Computer and Technology 1991 — 1993
Post Graduate Diploma in Computer Applications, Management Information Systems, General
Aligarh Muslim University 1987 — 1991
Bsc.. Engg.., Electrical Engineering
Mary M. Leung's Credit Suisse First Boston Experience October 1978 - December 1987
Job Associate Director, UBS
Industry Financial Services
Experience
UBS Wealth Management 2010 - Present
UBS Financial Services July 1988 - Present
PaineWebber July 1988 - January 1992
Credit Suisse First Boston October 1978 - December 1987
Education
Barnard College 1974 — 1978
BA, Computer Science
Columbia University in the City of New York 1974 — 1978
Hunter College High School 1968 — 1974
UBS Wealth Management 2010 - Present
UBS Financial Services July 1988 - Present
PaineWebber July 1988 - January 1992
Credit Suisse First Boston October 1978 - December 1987
Education
Barnard College 1974 — 1978
BA, Computer Science
Columbia University in the City of New York 1974 — 1978
Hunter College High School 1968 — 1974
Olivia Lauezzari's Credit Suisse First Boston Experience August 1997 - July 1999
Job GMI SME Consultant at DB
Industry Investment Banking
Experience
Deutsche Bank July 2014 - Present
Looking for my Next Posisiton as GMI SME April 2014 - July 2014
Jefferies & Company November 2011 - March 2014
Citi November 2006 - November 2011
barclays 2002 - 2006
Capco July 1999 - December 2000
Credit Suisse First Boston August 1997 - July 1999
Baumann & Associates September 1995 - July 1999
Skills
Capital Markets, Options, Equities, Trading Systems, Trading, Fixed Income, Derivatives, Securities, Back Office, Financial Services, Business Analysis, Middle Office, Commodity, Hedge Funds, Equity Derivatives, Investment Banking, Electronic Trading
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance/International Business
University of Illinois at Urbana-Champaign 1978 — 1980
BS, Animal Science
Benedictine University 1977 — 1978
Biology
University of Tennessee-Knoxville 1976 — 1977
Animal Science
Deutsche Bank July 2014 - Present
Looking for my Next Posisiton as GMI SME April 2014 - July 2014
Jefferies & Company November 2011 - March 2014
Citi November 2006 - November 2011
barclays 2002 - 2006
Capco July 1999 - December 2000
Credit Suisse First Boston August 1997 - July 1999
Baumann & Associates September 1995 - July 1999
Skills
Capital Markets, Options, Equities, Trading Systems, Trading, Fixed Income, Derivatives, Securities, Back Office, Financial Services, Business Analysis, Middle Office, Commodity, Hedge Funds, Equity Derivatives, Investment Banking, Electronic Trading
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance/International Business
University of Illinois at Urbana-Champaign 1978 — 1980
BS, Animal Science
Benedictine University 1977 — 1978
Biology
University of Tennessee-Knoxville 1976 — 1977
Animal Science
Michael Heller, PMP mikeheller99@aol.com's Credit Suisse First Boston Experience December 1985 - March 1991
Job IT Infrastructure PM. HW/SW and ITIL process improvements plus Bus. Cont./DR SME. Passed CBCP exam. MBA.
Industry Information Technology and Services
Experience
JP Morgan Chase March 2003 - December 2008
Johnson & Johnson (OrthoBiotech) March 2002 - January 2003
Prudential Financial December 2001 - March 2002
Global Network Technology Services October 1999 - July 2001
Rhodia May 1998 - October 1999
Prudential Financial September 1995 - May 1998
Journal of Commerce June 1992 - July 1995
BANKERS TRUST COMPANY April 1991 - June 1992
Credit Suisse First Boston December 1985 - March 1991
Salomon Brothers February 1982 - December 1985
Skills
Vendor Management, Disaster Recovery, SDLC, ITIL, Project Management, Process Improvement, Program Management, Visio, Unix, Data Center, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1967 — 1977
MBA, Computer Methodologies
City University of New York City College 1961 — 1967
BS, Mathematics
JP Morgan Chase March 2003 - December 2008
Johnson & Johnson (OrthoBiotech) March 2002 - January 2003
Prudential Financial December 2001 - March 2002
Global Network Technology Services October 1999 - July 2001
Rhodia May 1998 - October 1999
Prudential Financial September 1995 - May 1998
Journal of Commerce June 1992 - July 1995
BANKERS TRUST COMPANY April 1991 - June 1992
Credit Suisse First Boston December 1985 - March 1991
Salomon Brothers February 1982 - December 1985
Skills
Vendor Management, Disaster Recovery, SDLC, ITIL, Project Management, Process Improvement, Program Management, Visio, Unix, Data Center, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1967 — 1977
MBA, Computer Methodologies
City University of New York City College 1961 — 1967
BS, Mathematics
Ryan McGloin, CFA's Credit Suisse First Boston Experience June 2000 - December 2001
Job President, Commercial Tenant Analysis, Inc.
Industry Financial Services
Experience
Commercial Tenant Analysis, Inc. December 2005 - Present
Credit Suisse First Boston June 2000 - December 2001
Green Street Advisors 1998 - 2000
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Analytic Finance and Economics concentrations
Arizona State University 1994 — 1998
Bachelor of Science, Finance
Commercial Tenant Analysis, Inc. December 2005 - Present
Credit Suisse First Boston June 2000 - December 2001
Green Street Advisors 1998 - 2000
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Analytic Finance and Economics concentrations
Arizona State University 1994 — 1998
Bachelor of Science, Finance
Caroline Bullock's Credit Suisse First Boston Experience September 2001 - May 2003
Job Fine Artist
Industry Fine Art
Experience
Caroline Bullock Studio January 2002 - Present
The Westminster Schools October 2008 - Present
ConsultArt March 2006 - October 2008
Solomon Projects August 2004 - August 2005
Credit Suisse First Boston September 2001 - May 2003
Skills
Event Planning, Non-profits, Fundraising, Social Media, Public Speaking, Microsoft Office, Editing, Event Management, Research, Customer Service, Photoshop, Microsoft Excel, Microsoft Word, PowerPoint, Art, Nonprofits
Education
Georgia State University 1999 — 2001
BFA
ArtCenter College of Design 1994 — 1995
University of Colorado Boulder 1992 — 1994
The Westminster Schools 1987 — 1992
Caroline Bullock Studio January 2002 - Present
The Westminster Schools October 2008 - Present
ConsultArt March 2006 - October 2008
Solomon Projects August 2004 - August 2005
Credit Suisse First Boston September 2001 - May 2003
Skills
Event Planning, Non-profits, Fundraising, Social Media, Public Speaking, Microsoft Office, Editing, Event Management, Research, Customer Service, Photoshop, Microsoft Excel, Microsoft Word, PowerPoint, Art, Nonprofits
Education
Georgia State University 1999 — 2001
BFA
ArtCenter College of Design 1994 — 1995
University of Colorado Boulder 1992 — 1994
The Westminster Schools 1987 — 1992
Jay Pernikoff's Credit Suisse First Boston Experience August 1995 - November 2000
Job Manager Production Management at MetLife
Industry Insurance
Experience
MetLife May 2015 - Present
MetLife March 2012 - May 2015
Metlife November 2000 - March 2012
Credit Suisse First Boston August 1995 - November 2000
The Chase Manhattan Bank November 1987 - August 1995
AT&T June 1982 - October 1987
Skills
Project Planning, IBM iSeries, Operations Management, Governance, SSIS, Enterprise Architecture, PMO, SDLC, Business Analysis, Production Support, User Acceptance Testing, Visio, Project Management, Software Project..., Databases, IT Management, Business Intelligence, Outsourcing, PMP, Solution Architecture, ITIL, Data Migration, Business Process..., Database Design, IT Strategy, Project Portfolio..., Systems Analysis, Process Improvement, Oracle, Data Warehousing, Project Delivery, SOA, IT Service Management, Resource Management, Disaster Recovery, ERP, Business Process, Requirements Analysis, DB2, Agile Project Management, SharePoint, Vendor Management, Risk Management, Requirements Gathering, ETL, MS Project, Software Development, Program Management, Data Modeling, Integration
Education
Pace University 1990 — 1994
Master's Degree, Information Systems, 4.0
Baruch College, City University of New York (CUNY) 1981 — 1986
N/A, MBA
City University of New York-Brooklyn College 1977 — 1981
BS, Computer and Infomration Science
MetLife May 2015 - Present
MetLife March 2012 - May 2015
Metlife November 2000 - March 2012
Credit Suisse First Boston August 1995 - November 2000
The Chase Manhattan Bank November 1987 - August 1995
AT&T June 1982 - October 1987
Skills
Project Planning, IBM iSeries, Operations Management, Governance, SSIS, Enterprise Architecture, PMO, SDLC, Business Analysis, Production Support, User Acceptance Testing, Visio, Project Management, Software Project..., Databases, IT Management, Business Intelligence, Outsourcing, PMP, Solution Architecture, ITIL, Data Migration, Business Process..., Database Design, IT Strategy, Project Portfolio..., Systems Analysis, Process Improvement, Oracle, Data Warehousing, Project Delivery, SOA, IT Service Management, Resource Management, Disaster Recovery, ERP, Business Process, Requirements Analysis, DB2, Agile Project Management, SharePoint, Vendor Management, Risk Management, Requirements Gathering, ETL, MS Project, Software Development, Program Management, Data Modeling, Integration
Education
Pace University 1990 — 1994
Master's Degree, Information Systems, 4.0
Baruch College, City University of New York (CUNY) 1981 — 1986
N/A, MBA
City University of New York-Brooklyn College 1977 — 1981
BS, Computer and Infomration Science
John Borovilas's Credit Suisse First Boston Experience March 1997 - June 2001
Job Project Manager/Business Analyst at HSBC
Industry Investment Banking
Experience
HSBC January 2013 - Present
Moody's Investors Service August 2012 - December 2012
Deutsche Bank March 2012 - July 2012
Nomura Securities 2010 - March 2012
Resources Global Professionals 2008 - 2010
Nomura Securities April 2005 - 2008
Atlantic Bank of New York November 2003 - April 2005
JB Consulting June 2001 - November 2003
Credit Suisse First Boston March 1997 - June 2001
Credit Suisse 1997 - 2001
Skills
Financial Analysis, Risk Management, Derivatives, Financial Risk, Finance, Fixed Income, Equities, Internal Controls, Sarbanes-Oxley Act, Capital Markets, Business Analysis, Banking, Internal Audit, Auditing, Accounting, General Ledger
Education
Baruch College, City University of New York (CUNY) 1984 — 1986
Cornell University 1979 — 1981
BS, Business Administration / Accounting
HSBC January 2013 - Present
Moody's Investors Service August 2012 - December 2012
Deutsche Bank March 2012 - July 2012
Nomura Securities 2010 - March 2012
Resources Global Professionals 2008 - 2010
Nomura Securities April 2005 - 2008
Atlantic Bank of New York November 2003 - April 2005
JB Consulting June 2001 - November 2003
Credit Suisse First Boston March 1997 - June 2001
Credit Suisse 1997 - 2001
Skills
Financial Analysis, Risk Management, Derivatives, Financial Risk, Finance, Fixed Income, Equities, Internal Controls, Sarbanes-Oxley Act, Capital Markets, Business Analysis, Banking, Internal Audit, Auditing, Accounting, General Ledger
Education
Baruch College, City University of New York (CUNY) 1984 — 1986
Cornell University 1979 — 1981
BS, Business Administration / Accounting
Shruthi Kinkead's Credit Suisse First Boston Experience 2000 - 2004
Job Experienced Corporate Development and Investment Banking Professional
Industry Investment Banking
Experience
Strathspey Crown LLC 2013 - December 2013
Sagent Advisors 2010 - 2011
AMN Healthcare 2009 - 2010
Banc of America Securities LLC 2004 - 2009
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2000
Salomon Smith Barney 1997 - 1998
Skills
Financial Modeling, Mergers, Mergers & Acquisitions, Venture Capital, Start-ups, Corporate Finance, Due Diligence, Investment Banking, Investments, Restructuring, Strategy
Education
Barnard College 1993 — 1997
Columbia University in the City of New York 1993 — 1997
Strathspey Crown LLC 2013 - December 2013
Sagent Advisors 2010 - 2011
AMN Healthcare 2009 - 2010
Banc of America Securities LLC 2004 - 2009
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2000
Salomon Smith Barney 1997 - 1998
Skills
Financial Modeling, Mergers, Mergers & Acquisitions, Venture Capital, Start-ups, Corporate Finance, Due Diligence, Investment Banking, Investments, Restructuring, Strategy
Education
Barnard College 1993 — 1997
Columbia University in the City of New York 1993 — 1997
Armin Khalatbari's Credit Suisse First Boston Experience 2000 - 2004
Job Vice President of Information Security
Industry Financial Services
Experience
Point72 Asset Management April 2004 - Present
SAC Capital Advisors April 2004 - August 2007
Credit Suisse First Boston 2000 - 2004
Education
Baruch College, City University of New York (CUNY) 1998 — 2003
Fort Hamilton High School 1988 — 2002
Point72 Asset Management April 2004 - Present
SAC Capital Advisors April 2004 - August 2007
Credit Suisse First Boston 2000 - 2004
Education
Baruch College, City University of New York (CUNY) 1998 — 2003
Fort Hamilton High School 1988 — 2002
Joe Albano's Credit Suisse First Boston Experience March 1999 - July 2003
Job Senior Clinical Specialist at Medtronic
Industry Medical Devices
Experience
Medtronic April 2009 - Present
Medtronic October 2007 - April 2009
Medtronic September 2006 - 2007
Guidant September 2005 - September 2006
TaxPro Financial Network, Inc September 2003 - August 2005
Credit Suisse First Boston March 1999 - July 2003
Merrill Lynch September 1991 - December 1999
Skills
Pacemakers, Medical Devices, Defibrillator, Medical Sales, Cardiology
Education
Adelphi University 1990 — 1991
MBA, Finance & Investments
State University of New York College at Oswego 1985 — 1989
BS, Business Administration
Medtronic April 2009 - Present
Medtronic October 2007 - April 2009
Medtronic September 2006 - 2007
Guidant September 2005 - September 2006
TaxPro Financial Network, Inc September 2003 - August 2005
Credit Suisse First Boston March 1999 - July 2003
Merrill Lynch September 1991 - December 1999
Skills
Pacemakers, Medical Devices, Defibrillator, Medical Sales, Cardiology
Education
Adelphi University 1990 — 1991
MBA, Finance & Investments
State University of New York College at Oswego 1985 — 1989
BS, Business Administration
Sridhar Chevendra's Credit Suisse First Boston Experience July 2000 - September 2003
Job Unified storage & data protection Design & Engineering at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters November 2014 - Present
Thomson Reuters November 2012 - November 2014
Thomson Reuters March 2008 - November 2012
Reuters June 2007 - 2008
Bank of New York Mellon July 2000 - June 2007
Pershing/BNY July 2000 - January 2006
Credit Suisse First Boston July 2000 - September 2003
iNautix Technologies/DLJ Direct/DLJ July 2000 - November 2000
CyberThink Inc February 1999 - July 2000
Aptech May 1997 - February 1999
Skills
Storage Area Networks, Disaster Recovery, Enterprise Storage, Storage, Unix, ITIL, Vendor Management, Virtualization, Data Center, Solaris, Security, Enterprise Architecture, Cloud Computing, Business Continuity, SAN, Solution Architecture, Servers, VMware, Network Security, High Availability, IT Operations, NAS, Integration, IT Service Management, Operating Systems, NetApp Filers, TSM, VMware ESX, Cluster, IT Strategy, IT Management, Pre-sales, Firewalls, Server Architecture, Infrastructure, AIX, Cisco Technologies, DNS, SaaS, NetApp
Education
Osmania University 1994 — 1996
MS, Physics
Acharya Nagarjuna University 1991 — 1994
BS, Math, Physics and Electronics
Thomson Reuters November 2014 - Present
Thomson Reuters November 2012 - November 2014
Thomson Reuters March 2008 - November 2012
Reuters June 2007 - 2008
Bank of New York Mellon July 2000 - June 2007
Pershing/BNY July 2000 - January 2006
Credit Suisse First Boston July 2000 - September 2003
iNautix Technologies/DLJ Direct/DLJ July 2000 - November 2000
CyberThink Inc February 1999 - July 2000
Aptech May 1997 - February 1999
Skills
Storage Area Networks, Disaster Recovery, Enterprise Storage, Storage, Unix, ITIL, Vendor Management, Virtualization, Data Center, Solaris, Security, Enterprise Architecture, Cloud Computing, Business Continuity, SAN, Solution Architecture, Servers, VMware, Network Security, High Availability, IT Operations, NAS, Integration, IT Service Management, Operating Systems, NetApp Filers, TSM, VMware ESX, Cluster, IT Strategy, IT Management, Pre-sales, Firewalls, Server Architecture, Infrastructure, AIX, Cisco Technologies, DNS, SaaS, NetApp
Education
Osmania University 1994 — 1996
MS, Physics
Acharya Nagarjuna University 1991 — 1994
BS, Math, Physics and Electronics
Mary Ann Rodil's Credit Suisse First Boston Experience 1992 - 1994
Job Senior Manager, Business Analysis at TD
Industry Financial Services
Experience
TD November 2014 - Present
TD January 2013 - October 2014
IBM Global Services October 2002 - January 2013
PwC March 2000 - October 2002
BMO Nesbitt Burns 1999 - 2000
CI Mutual Funds Inc. 1997 - 1998
JP Morgan 1995 - 1996
BMO Nesbitt Burns 1994 - 1995
Credit Suisse First Boston 1992 - 1994
Total Systems Development 1989 - 1992
Skills
Business Process Design, Business Analysis, Requirements Management, IT Solutions, Lean Six Sigma, Business Process..., Management Consulting, SDLC, Business Process, Business Transformation, IT Strategy, Business Process..., Outsourcing, PMO, Requirements Analysis, Business Requirements, Management, Six Sigma, Analysis, Project Portfolio..., Leadership, Requirements Gathering, Enterprise Architecture, Enterprise Software, Risk Management, Software Documentation, Business Architecture
Education
University of the Philippines 1984 — 1987
Bachelor of Arts (B.A.), Philosophy
Ateneo de Manila University 1981 — 1984
Mathematics major in Computer Science
TD November 2014 - Present
TD January 2013 - October 2014
IBM Global Services October 2002 - January 2013
PwC March 2000 - October 2002
BMO Nesbitt Burns 1999 - 2000
CI Mutual Funds Inc. 1997 - 1998
JP Morgan 1995 - 1996
BMO Nesbitt Burns 1994 - 1995
Credit Suisse First Boston 1992 - 1994
Total Systems Development 1989 - 1992
Skills
Business Process Design, Business Analysis, Requirements Management, IT Solutions, Lean Six Sigma, Business Process..., Management Consulting, SDLC, Business Process, Business Transformation, IT Strategy, Business Process..., Outsourcing, PMO, Requirements Analysis, Business Requirements, Management, Six Sigma, Analysis, Project Portfolio..., Leadership, Requirements Gathering, Enterprise Architecture, Enterprise Software, Risk Management, Software Documentation, Business Architecture
Education
University of the Philippines 1984 — 1987
Bachelor of Arts (B.A.), Philosophy
Ateneo de Manila University 1981 — 1984
Mathematics major in Computer Science
Meghan D. Hely Walsh's Credit Suisse First Boston Experience June 2001 - August 2001
Job Public and Charitable Service Manager at Holland & Knight LLP
Industry Legal Services
Experience
Holland & Knight LLP August 2011 - Present
Holland & Knight LLP August 2008 - August 2011
Holland & Knight LLP June 2007 - August 2007
Boston Millennia Partners August 2002 - July 2005
Credit Suisse First Boston June 2001 - August 2001
Glenmede Trust Company June 2000 - August 2000
Skills
Due Diligence, Venture Capital, Financial Modeling, Public Policy, Corporate Law, Nonprofits, Corporate Governance, Research, Commercial Litigation, Leadership
Education
Boston College Law School 2005 — 2008
J.D., Focus on corporate law, corporate governance and nonprofit business law
Amherst College 1998 — 2002
BA, Political Science
Holland & Knight LLP August 2011 - Present
Holland & Knight LLP August 2008 - August 2011
Holland & Knight LLP June 2007 - August 2007
Boston Millennia Partners August 2002 - July 2005
Credit Suisse First Boston June 2001 - August 2001
Glenmede Trust Company June 2000 - August 2000
Skills
Due Diligence, Venture Capital, Financial Modeling, Public Policy, Corporate Law, Nonprofits, Corporate Governance, Research, Commercial Litigation, Leadership
Education
Boston College Law School 2005 — 2008
J.D., Focus on corporate law, corporate governance and nonprofit business law
Amherst College 1998 — 2002
BA, Political Science
Nathan Zhang's Credit Suisse First Boston Experience 2000 - 2005
Job Managing Director at Bank of America
Industry Financial Services
Experience
Bank of America April 2005 - November 2013
Credit Suisse First Boston 2000 - 2005
Deutsche Bank 1998 - 2000
Bank Boston July 1997 - July 1998
Morgan Stanley July 1995 - July 1997
Chase Manhattan Corporation 1993 - 1995
JYACC 1991 - 1993
Skills
Fixed Income, Derivatives, Risk Management, Capital Markets, Bonds, FX Options, Trading Systems, Equities, Swaps, Financial Risk, Trading, Electronic Trading, Rates, Market Data, Interest Rate..., Wealth Management, Low Latency, Equity Trading, Collateral Management, Trading Strategies, Distributed Systems, Commodity, Financial Services, Equity Derivatives, Emerging Markets, Investments, Prime Brokerage, Options, Hedge Funds, Credit Derivatives, Investment Banking, Market Risk, Middle Office, Bloomberg, Financial Markets, Structured Products, Proprietary Trading, FX trading
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
MBA, Finance
Stony Brook University 1986 — 1991
Bachelor, Electrical Engineering and Computer Science
Bank of America April 2005 - November 2013
Credit Suisse First Boston 2000 - 2005
Deutsche Bank 1998 - 2000
Bank Boston July 1997 - July 1998
Morgan Stanley July 1995 - July 1997
Chase Manhattan Corporation 1993 - 1995
JYACC 1991 - 1993
Skills
Fixed Income, Derivatives, Risk Management, Capital Markets, Bonds, FX Options, Trading Systems, Equities, Swaps, Financial Risk, Trading, Electronic Trading, Rates, Market Data, Interest Rate..., Wealth Management, Low Latency, Equity Trading, Collateral Management, Trading Strategies, Distributed Systems, Commodity, Financial Services, Equity Derivatives, Emerging Markets, Investments, Prime Brokerage, Options, Hedge Funds, Credit Derivatives, Investment Banking, Market Risk, Middle Office, Bloomberg, Financial Markets, Structured Products, Proprietary Trading, FX trading
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
MBA, Finance
Stony Brook University 1986 — 1991
Bachelor, Electrical Engineering and Computer Science
James Raffone's Credit Suisse First Boston Experience April 1996 - October 1999
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
World of Stone, Inc August 2003 - Present
Pomeroy IT Solutions August 2003 - 2005
Citigroup November 1999 - August 2003
Credit Suisse First Boston April 1996 - October 1999
RBC Dominion Securities February 1994 - April 1996
PARAGON CAPITAL March 1994 - April 1995
Education
Berkeley College 1998 — 2000
Computer Science
World of Stone, Inc August 2003 - Present
Pomeroy IT Solutions August 2003 - 2005
Citigroup November 1999 - August 2003
Credit Suisse First Boston April 1996 - October 1999
RBC Dominion Securities February 1994 - April 1996
PARAGON CAPITAL March 1994 - April 1995
Education
Berkeley College 1998 — 2000
Computer Science
Erin Waite (Shand)'s Credit Suisse First Boston Experience May 2000 - April 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
A.G. Edwards & Sons, Inc. August 2006 - August 2007
US Trust Company August 2004 - August 2006
U.S. Trust Company 2004 - 2006
Bear Stearns June 2002 - August 2004
Bear Stearns 2002 - 2004
Credit Suisse First Boston May 2000 - April 2002
Credit Suisse First Boston 2000 - 2002
Education
Bentley University 1997 — 2001
Northwestern HS 1993 — 1997
A.G. Edwards & Sons, Inc. August 2006 - August 2007
US Trust Company August 2004 - August 2006
U.S. Trust Company 2004 - 2006
Bear Stearns June 2002 - August 2004
Bear Stearns 2002 - 2004
Credit Suisse First Boston May 2000 - April 2002
Credit Suisse First Boston 2000 - 2002
Education
Bentley University 1997 — 2001
Northwestern HS 1993 — 1997
Apurva Saraf's Credit Suisse First Boston Experience 2005 - 2006
Job Vice President Global Strategy & Corporate Development
Industry Pharmaceuticals
Experience
Amneal Pharmaceuticals September 2012 - Present
Ranbaxy Pharmaceuticals Inc. 2009 - September 2012
UBS Investment Bank 2008 - 2009
JPMorgan 2006 - 2008
Credit Suisse First Boston 2005 - 2006
Moody's Investors Service 2003 - 2005
Skills
Corporate Development, Global Business..., In-Licensing, Generics, Pharmaceutical Industry, Valuation, Portfolio Management, Private Equity, Corporate Finance, Due Diligence, Investments, Biotechnology, Business Strategy, Competitive Analysis, Equity Research, Financial Analysis, Financial Modeling, Generic Programming, In-licensing, Mergers, Regulatory Affairs, Technology Transfer
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
MBA, Finance and Investments
Sydhenam College 2000 — 2001
M.Com. - I, Finance and Investments
Narsee Monjee College
B.Comm, Accounting and Economics
Jamnabai Narsee School
Amneal Pharmaceuticals September 2012 - Present
Ranbaxy Pharmaceuticals Inc. 2009 - September 2012
UBS Investment Bank 2008 - 2009
JPMorgan 2006 - 2008
Credit Suisse First Boston 2005 - 2006
Moody's Investors Service 2003 - 2005
Skills
Corporate Development, Global Business..., In-Licensing, Generics, Pharmaceutical Industry, Valuation, Portfolio Management, Private Equity, Corporate Finance, Due Diligence, Investments, Biotechnology, Business Strategy, Competitive Analysis, Equity Research, Financial Analysis, Financial Modeling, Generic Programming, In-licensing, Mergers, Regulatory Affairs, Technology Transfer
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
MBA, Finance and Investments
Sydhenam College 2000 — 2001
M.Com. - I, Finance and Investments
Narsee Monjee College
B.Comm, Accounting and Economics
Jamnabai Narsee School
Michael Ravanesi's Credit Suisse First Boston Experience October 2000 - April 2002
Job Managing Director, Debt Capital Markets at Scotiabank
Industry Investment Banking
Experience
Scotiabank September 2009 - Present
Credit Suisse May 2007 - February 2009
UBS Investment Bank May 2002 - May 2007
Credit Suisse First Boston October 2000 - April 2002
Donaldson, Lufkin & Jenrette July 2000 - October 2000
Merrill Lynch May 1996 - July 2000
Education
Babson College 1993 — 1996
BS, Finance
Boston University 1991 — 1993
Biology
Milton Academy 1988 — 1991
HS
Scotiabank September 2009 - Present
Credit Suisse May 2007 - February 2009
UBS Investment Bank May 2002 - May 2007
Credit Suisse First Boston October 2000 - April 2002
Donaldson, Lufkin & Jenrette July 2000 - October 2000
Merrill Lynch May 1996 - July 2000
Education
Babson College 1993 — 1996
BS, Finance
Boston University 1991 — 1993
Biology
Milton Academy 1988 — 1991
HS
Debbye Turnbull-Phillip's Credit Suisse First Boston Experience
Job ENO at Credit Suisse First Boston
Industry Investment Banking
Experience
Credit Suisse First Boston
Education
Baruch College, City University of New York (CUNY) 1983 — 1988
Credit Suisse First Boston
Education
Baruch College, City University of New York (CUNY) 1983 — 1988
Marianna Bracco's Credit Suisse First Boston Experience 1997 - 2001
Job Director at Taconic Capital
Industry Financial Services
Experience
Taconic Capital May 2014 - Present
Marathon Asset Management January 2007 - February 2013
Lehman Brothers 2005 - 2007
UBS Investment Bank 2002 - 2005
Credit Suisse First Boston 1997 - 2001
Skills
Hedge Funds, Alternative Investments
Education
Barnard College
Taconic Capital May 2014 - Present
Marathon Asset Management January 2007 - February 2013
Lehman Brothers 2005 - 2007
UBS Investment Bank 2002 - 2005
Credit Suisse First Boston 1997 - 2001
Skills
Hedge Funds, Alternative Investments
Education
Barnard College
Debbie Schwartz's Credit Suisse First Boston Experience June 2006 - July 2007
Job
Industry Financial Services
Experience
Independent Consultant January 2014 - Present
Wedbush Securities April 2013 - September 2013
Nero Advisors 2008 - 2012
Credit Suisse First Boston June 2006 - July 2007
HSBC June 2005 - June 2006
Merrill Lynch August 2000 - July 2005
Paul Hastings June 1996 - December 1998
Clifford Chance Rogers & Wells September 1991 - March 1996
Skills
Financial Advisory, Business Strategy, Investment Banking, Private Equity, Valuation, Equities, Leveraged Finance, Retail, IPO, Mergers & Acquisitions, Financial Modeling, Portfolio Management, Strategy, Securities, Due Diligence, Finance, LBO, Structured Finance
Education
Columbia University - Columbia Business School 1999 — 2000
MBA
Barnard College
BA
New York University School of Law
JD
Independent Consultant January 2014 - Present
Wedbush Securities April 2013 - September 2013
Nero Advisors 2008 - 2012
Credit Suisse First Boston June 2006 - July 2007
HSBC June 2005 - June 2006
Merrill Lynch August 2000 - July 2005
Paul Hastings June 1996 - December 1998
Clifford Chance Rogers & Wells September 1991 - March 1996
Skills
Financial Advisory, Business Strategy, Investment Banking, Private Equity, Valuation, Equities, Leveraged Finance, Retail, IPO, Mergers & Acquisitions, Financial Modeling, Portfolio Management, Strategy, Securities, Due Diligence, Finance, LBO, Structured Finance
Education
Columbia University - Columbia Business School 1999 — 2000
MBA
Barnard College
BA
New York University School of Law
JD
Katherine Clase's Credit Suisse First Boston Experience June 2002 - August 2002
Job Real Estate Agent at EWM Realtors
Industry Real Estate
Experience
EWM Realtors October 2006 - October 2010
Merrill Lynch September 2003 - April 2004
Morgan Stanley August 2002 - December 2002
Credit Suisse First Boston June 2002 - August 2002
Education
University of Miami 2004 — 2006
MBA, Finance
Babson College 2000 — 2003
BA, Finance, Economics
EWM Realtors October 2006 - October 2010
Merrill Lynch September 2003 - April 2004
Morgan Stanley August 2002 - December 2002
Credit Suisse First Boston June 2002 - August 2002
Education
University of Miami 2004 — 2006
MBA, Finance
Babson College 2000 — 2003
BA, Finance, Economics
Greg Brumbeloe's Credit Suisse First Boston Experience January 1994 - May 1995
Job Senior Vice President at Kaplan Financial
Industry Financial Services
Experience
Kaplan Financial Senior Vice PresidentBISYSJune 1999 - April 2005
The Dover Group May 1995 - June 1999
Credit Suisse First Boston January 1994 - May 1995
Bear Stearns July 1985 - January 1994
Education
Mercer University - Stetson School of Business and Economics 1988 — 1990
MBA, Management
Auburn University 1975 — 1981
Kaplan Financial Senior Vice PresidentBISYSJune 1999 - April 2005
The Dover Group May 1995 - June 1999
Credit Suisse First Boston January 1994 - May 1995
Bear Stearns July 1985 - January 1994
Education
Mercer University - Stetson School of Business and Economics 1988 — 1990
MBA, Management
Auburn University 1975 — 1981
Tammie Kukoleca (DePonte)'s Credit Suisse First Boston Experience January 2000 - May 2001
Job Marketing Operations Manager at Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
Bank of America August 2009 - June 2012
Bank of America September 2008 - April 2009
Bank of America March 2003 - September 2008
Fleet Bank May 2001 - March 2003
Credit Suisse First Boston January 2000 - May 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA
Westfield State College 1992 — 1994
BS
Falmouth High School
Bank of America July 2012 - Present
Bank of America August 2009 - June 2012
Bank of America September 2008 - April 2009
Bank of America March 2003 - September 2008
Fleet Bank May 2001 - March 2003
Credit Suisse First Boston January 2000 - May 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA
Westfield State College 1992 — 1994
BS
Falmouth High School
Suren Nandakumar's Credit Suisse First Boston Experience June 2010 - March 2012
Job Associate at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management January 2015 - Present
Deutsche Bank August 2013 - January 2015
Credit Suisse March 2012 - August 2013
Credit Suisse First Boston June 2010 - March 2012
Ektron June 2007 - June 2010
Skills
C#, WPF, WCF, Microsoft SQL Server, Oracle, JavaScript, XML, ASP.NET, Web Applications, CSS, Databases, VB.NET, Software Development, HTML, Agile Methodologies, Infragistics, DevExpress Controls
Education
University of Kentucky 2005 — 2007
M.S, Computer Science
Anna University 2001 — 2005
B.E., Computer Science
J.P. Morgan Asset Management January 2015 - Present
Deutsche Bank August 2013 - January 2015
Credit Suisse March 2012 - August 2013
Credit Suisse First Boston June 2010 - March 2012
Ektron June 2007 - June 2010
Skills
C#, WPF, WCF, Microsoft SQL Server, Oracle, JavaScript, XML, ASP.NET, Web Applications, CSS, Databases, VB.NET, Software Development, HTML, Agile Methodologies, Infragistics, DevExpress Controls
Education
University of Kentucky 2005 — 2007
M.S, Computer Science
Anna University 2001 — 2005
B.E., Computer Science
Ivan Oros's Credit Suisse First Boston Experience 2002 - 2005
Job Vice President at SAC Capital Management
Industry Financial Services
Experience
SAC Capital Management 2008 - Present
Bloomberg LP 2014 - 2015
Citigroup 2010 - 2010
Merill Lynch 2007 - 2008
Bank of America 2006 - 2006
Credit Suisse First Boston 2002 - 2005
Skills
Trading Systems, Hedge Funds, Credit Derivatives
Education
Ukrainian State University of Water Management and Natural Resources Application 1988 — 1995
SAC Capital Management 2008 - Present
Bloomberg LP 2014 - 2015
Citigroup 2010 - 2010
Merill Lynch 2007 - 2008
Bank of America 2006 - 2006
Credit Suisse First Boston 2002 - 2005
Skills
Trading Systems, Hedge Funds, Credit Derivatives
Education
Ukrainian State University of Water Management and Natural Resources Application 1988 — 1995
Christine Formoso's Credit Suisse First Boston Experience May 1994 - September 2000
Job Sales Specialist at eVestment
Industry Financial Services
Experience
eVestment August 2014 - Present
PENN Capital Management May 2008 - August 2014
Graybeard Capital October 2005 - April 2008
Shenkman Capital Management 2000 - 2005
Credit Suisse First Boston May 1994 - September 2000
First Albany Capital May 1993 - May 1994
Skills
Investments, Securities, Alternative Investments, Strategic Financial..., Portfolio Management, Asset Management, PowerPoint, Equity Research, Capital Markets, Fixed Income, Bloomberg, Asset Allocation, Hedge Funds, Microsoft Excel, Mutual Funds, Financial Modeling, Financial Analysis, Due Diligence, Microsoft Office, Microsoft Word, Equities
Education
Adelphi University 1989 — 1993
BBA, Business
Sanford H. Calhoun High School 1986 — 1989
Regents Diploma
eVestment August 2014 - Present
PENN Capital Management May 2008 - August 2014
Graybeard Capital October 2005 - April 2008
Shenkman Capital Management 2000 - 2005
Credit Suisse First Boston May 1994 - September 2000
First Albany Capital May 1993 - May 1994
Skills
Investments, Securities, Alternative Investments, Strategic Financial..., Portfolio Management, Asset Management, PowerPoint, Equity Research, Capital Markets, Fixed Income, Bloomberg, Asset Allocation, Hedge Funds, Microsoft Excel, Mutual Funds, Financial Modeling, Financial Analysis, Due Diligence, Microsoft Office, Microsoft Word, Equities
Education
Adelphi University 1989 — 1993
BBA, Business
Sanford H. Calhoun High School 1986 — 1989
Regents Diploma
Jeffrey Pecan's Credit Suisse First Boston Experience 1993 - 1995
Job Financial Services Professional
Industry Financial Services
Experience
NYFIX March 2007 - June 2008
Bank of New York Mellon February 2002 - March 2008
The Bank of New York November 2000 - February 2002
Instinet Corporation October 1995 - 2000
Credit Suisse First Boston 1993 - 1995
Citibank 1988 - 1993
Philip Morris April 1985 - April 1988
Education
Adelphi University 1985 — 1988
MBA, Information Systems
Pace University 1979 — 1981
BBA, Accounting
NYFIX March 2007 - June 2008
Bank of New York Mellon February 2002 - March 2008
The Bank of New York November 2000 - February 2002
Instinet Corporation October 1995 - 2000
Credit Suisse First Boston 1993 - 1995
Citibank 1988 - 1993
Philip Morris April 1985 - April 1988
Education
Adelphi University 1985 — 1988
MBA, Information Systems
Pace University 1979 — 1981
BBA, Accounting
Linda Hanauer's Credit Suisse First Boston Experience 1988 - 1999
Job Managing Director, Chief Financial Officer at Mill Road Capital
Industry Venture Capital & Private Equity
Experience
Mill Road Capital April 2014 - Present
Paine & Partners 2009 - 2012
Venrock 2002 - 2008
AEA Investors 1999 - 2001
Credit Suisse First Boston 1988 - 1999
Drexel Burnham 1984 - 1988
Skills
Private Equity, Venture Capital, Investment Banking, Financial Analysis, Equities, Finance, Due Diligence
Education
Harvard Business School 1982 — 1984
MBA
Adelphi University 1975 — 1978
BA
Mill Road Capital April 2014 - Present
Paine & Partners 2009 - 2012
Venrock 2002 - 2008
AEA Investors 1999 - 2001
Credit Suisse First Boston 1988 - 1999
Drexel Burnham 1984 - 1988
Skills
Private Equity, Venture Capital, Investment Banking, Financial Analysis, Equities, Finance, Due Diligence
Education
Harvard Business School 1982 — 1984
MBA
Adelphi University 1975 — 1978
BA
Gio D'angelo's Credit Suisse First Boston Experience December 1997 - December 1999
Job Technical Analyst/Events Remote Technical Support at Time Inc.
Industry Computer Software
Experience
Time Inc. October 2013 - Present
Time Inc. January 2000 - January 2012
Credit Suisse First Boston December 1997 - December 1999
Morgan Stanley Dean Witter November 1996 - November 1997
New York City Transit April 1996 - October 1996
Skills
Windows, Mac, Content Management, OS X, Blackberry, Technical Support, Windows 7, Digital Media, Disaster Recovery, Vendor Management, iPad, Servers, IT Operations, Software Installation, Mac OS X, Hardware, Server Architecture, Active Directory, Unix, iPhone, System Deployment, Photoshop, Troubleshooting, Publishing, Computer Hardware, XP, CMS, BMC Remedy, Windows XP, Desktop Computers, Laptops, iPhone Support, VMware
Education
CompUSA Training Center 1997 — 1997
Windows System
Baruch College, City University of New York (CUNY)
Borough of Manhattan Community College
A.A.S., Computer Information Systems
Time Inc. October 2013 - Present
Time Inc. January 2000 - January 2012
Credit Suisse First Boston December 1997 - December 1999
Morgan Stanley Dean Witter November 1996 - November 1997
New York City Transit April 1996 - October 1996
Skills
Windows, Mac, Content Management, OS X, Blackberry, Technical Support, Windows 7, Digital Media, Disaster Recovery, Vendor Management, iPad, Servers, IT Operations, Software Installation, Mac OS X, Hardware, Server Architecture, Active Directory, Unix, iPhone, System Deployment, Photoshop, Troubleshooting, Publishing, Computer Hardware, XP, CMS, BMC Remedy, Windows XP, Desktop Computers, Laptops, iPhone Support, VMware
Education
CompUSA Training Center 1997 — 1997
Windows System
Baruch College, City University of New York (CUNY)
Borough of Manhattan Community College
A.A.S., Computer Information Systems
Simon Shmushkin's Credit Suisse First Boston Experience January 1998 - November 2006
Job Senior Consultant at Barclays
Industry Financial Services
Experience
Barclays July 2015 - Present
JPMorgan Chase January 2008 - May 2015
Satyam October 2007 - January 2008
UBS Wealth Management November 2006 - August 2007
Credit Suisse First Boston January 1998 - November 2006
IBM Global Services August 1997 - January 1998
Prudential Insurance September 1996 - August 1997
Skills
Business Analysis, SDLC, Software Project..., Vendor Management, Project Management, Enterprise Architecture, Risk Management, Business Requirements, IT Strategy, User Acceptance Testing, IT Service Management, IT Management, Business Intelligence, Business Continuity, Relationship Management, Business Process..., Asset Managment, Disaster Recovery, Project Portfolio..., DB2, Oracle, Governance, Investment Banking, Websphere, Product Control, Mainframe, Asset Management, XML, Prime Brokerage, Middle Office, PL/SQL, SharePoint, Security, JCL, Business Process..., Software Documentation, Sybase, Back Office
Education
Odessa State Academy of Refrigeration 1984 — 1991
MSME, Engineering
Barclays July 2015 - Present
JPMorgan Chase January 2008 - May 2015
Satyam October 2007 - January 2008
UBS Wealth Management November 2006 - August 2007
Credit Suisse First Boston January 1998 - November 2006
IBM Global Services August 1997 - January 1998
Prudential Insurance September 1996 - August 1997
Skills
Business Analysis, SDLC, Software Project..., Vendor Management, Project Management, Enterprise Architecture, Risk Management, Business Requirements, IT Strategy, User Acceptance Testing, IT Service Management, IT Management, Business Intelligence, Business Continuity, Relationship Management, Business Process..., Asset Managment, Disaster Recovery, Project Portfolio..., DB2, Oracle, Governance, Investment Banking, Websphere, Product Control, Mainframe, Asset Management, XML, Prime Brokerage, Middle Office, PL/SQL, SharePoint, Security, JCL, Business Process..., Software Documentation, Sybase, Back Office
Education
Odessa State Academy of Refrigeration 1984 — 1991
MSME, Engineering
Peter Rubicam, CFA's Credit Suisse First Boston Experience 1997 - 1998
Job Professor at Montana State University
Industry Financial Services
Experience
Montana State University August 2010 - Present
McDonald Investments 1999 - 2002
Buckingham Research Group 1998 - 1999
Credit Suisse First Boston 1997 - 1998
Dean Witter 1991 - 1997
Skills
Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MBA, Finance
Union College 1975 — 1980
BS, Electrical Engineering
Montana State University August 2010 - Present
McDonald Investments 1999 - 2002
Buckingham Research Group 1998 - 1999
Credit Suisse First Boston 1997 - 1998
Dean Witter 1991 - 1997
Skills
Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MBA, Finance
Union College 1975 — 1980
BS, Electrical Engineering
Scott Ulm's Credit Suisse First Boston Experience 1986 - 2005
Job CoChief Executive Officer at ARMOUR Capital Management LP
Industry Financial Services
Experience
Javelin Mortgage Investment Corp. October 2012 - Present
ARMOUR Capital Management LP February 2009 - Present
Litchfield Capital Holdings April 2005 - December 2009
Credit Suisse First Boston 1986 - 2005
First Boston Corporation 1986 - 2005
CS First Boston 1985 - 2005
Credit Suisse 1986 - 2004
Skills
Capital Markets, Structured Finance, Securitization, Investment Banking, Hedge Funds, Derivatives, Fixed Income, Alternative Investments, Private Equity, Securities, Financial Structuring, ABS, Structured Products, Equities, Corporate Finance, Investments, Due Diligence, Asset Managment, Portfolio Management, Venture Capital
Education
Yale University - Yale School of Management 1983 — 1986
MBA, Finance, General
Yale Law School 1982 — 1986
JD, Law
Amherst College 1976 — 1980
BA, History
Javelin Mortgage Investment Corp. October 2012 - Present
ARMOUR Capital Management LP February 2009 - Present
Litchfield Capital Holdings April 2005 - December 2009
Credit Suisse First Boston 1986 - 2005
First Boston Corporation 1986 - 2005
CS First Boston 1985 - 2005
Credit Suisse 1986 - 2004
Skills
Capital Markets, Structured Finance, Securitization, Investment Banking, Hedge Funds, Derivatives, Fixed Income, Alternative Investments, Private Equity, Securities, Financial Structuring, ABS, Structured Products, Equities, Corporate Finance, Investments, Due Diligence, Asset Managment, Portfolio Management, Venture Capital
Education
Yale University - Yale School of Management 1983 — 1986
MBA, Finance, General
Yale Law School 1982 — 1986
JD, Law
Amherst College 1976 — 1980
BA, History
Samantha K's Credit Suisse First Boston Experience July 1994 - September 1996
Job
Industry Design
Experience
InfoGraphicArts April 2009 - Present
MullinTBG June 2010 - March 2013
West Valley Warner Center Chamber of Commerce August 2008 - March 2009
Symantec March 2006 - August 2008
The Kiradjian Group/CCRA May 2004 - March 2006
Dr Richard Schulze March 2003 - May 2004
Zurich Financial Services July 2000 - January 2003
Cushman & Wakefield December 1997 - June 2000
Credit Suisse First Boston July 1994 - September 1996
Ktech Systems Group October 1988 - June 1994
Skills
Storyboarding, Art, Illustration, Illustrator, Drawing, Photoshop, Digital Art, Character Design, Digital Illustration, Fashion Illustration, Editorial Illustration, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Fundraising, Marketing Research, Internet Research, Online Research, Competitive Analysis, Competitive Intelligence, Executives, High Net Worth..., Presentation Preparation, Board Presentations, Event Planning, Research, Special Events, Salesforce.com, Travel, Hoovers, Graphic Design, Social Networking, Marketing, Microsoft Office, Marketing Strategy, Marketing Communications, Social Media, Social Media Marketing, Advertising, Brand Development, Adobe Creative Suite, Start-ups, Project Management, Facebook, Online Marketing, Management, Public Relations, Newsletters, WordPress
Education
Academy of Art University 2009 — 2013
Illustration, Storyboarding, Graphic Design, Consumer Product Design
City University of New York-Brooklyn College 1988 — 1992
John Jay High School 1985 — 1988
Berkeley Carroll Street School 1983 — 1985
InfoGraphicArts April 2009 - Present
MullinTBG June 2010 - March 2013
West Valley Warner Center Chamber of Commerce August 2008 - March 2009
Symantec March 2006 - August 2008
The Kiradjian Group/CCRA May 2004 - March 2006
Dr Richard Schulze March 2003 - May 2004
Zurich Financial Services July 2000 - January 2003
Cushman & Wakefield December 1997 - June 2000
Credit Suisse First Boston July 1994 - September 1996
Ktech Systems Group October 1988 - June 1994
Skills
Storyboarding, Art, Illustration, Illustrator, Drawing, Photoshop, Digital Art, Character Design, Digital Illustration, Fashion Illustration, Editorial Illustration, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Fundraising, Marketing Research, Internet Research, Online Research, Competitive Analysis, Competitive Intelligence, Executives, High Net Worth..., Presentation Preparation, Board Presentations, Event Planning, Research, Special Events, Salesforce.com, Travel, Hoovers, Graphic Design, Social Networking, Marketing, Microsoft Office, Marketing Strategy, Marketing Communications, Social Media, Social Media Marketing, Advertising, Brand Development, Adobe Creative Suite, Start-ups, Project Management, Facebook, Online Marketing, Management, Public Relations, Newsletters, WordPress
Education
Academy of Art University 2009 — 2013
Illustration, Storyboarding, Graphic Design, Consumer Product Design
City University of New York-Brooklyn College 1988 — 1992
John Jay High School 1985 — 1988
Berkeley Carroll Street School 1983 — 1985
Linda Mok Smith's Credit Suisse First Boston Experience 2000 - 2001
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan 2008 - January 2013
Bear Stearns May 2001 - June 2008
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Morgan Stanley 1995 - 1997
Salomon Brothers 1991 - 1995
AT&T 1989 - 1991
Education
Baruch College, City University of New York (CUNY)
JPMorgan 2008 - January 2013
Bear Stearns May 2001 - June 2008
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Morgan Stanley 1995 - 1997
Salomon Brothers 1991 - 1995
AT&T 1989 - 1991
Education
Baruch College, City University of New York (CUNY)
Michael Rovito's Credit Suisse First Boston Experience 1996 - 1999
Job Director at Citi Private Bank, CFP®
Industry Banking
Experience
Citi Private Bank January 2011 - Present
Bank of Nova Scotia 2000 - 2002
NASD 1999 - 2000
Credit Suisse First Boston 1996 - 1999
NatWest 1993 - 1996
Skills
Banking, Portfolio Management, Wealth Management, Alternative Investments, Equities, Asset Management, Capital Markets, Credit, Financial Advisory, Financial Analysis, Fixed Income, Investments, Private Banking, Risk Management, Securities, Series 7, Financial Services
Education
Pace University - Lubin School of Business 1996 — 1999
MBA, Finance
Baruch College, City University of New York (CUNY) 1988 — 1993
BBA, Finance
Citi Private Bank January 2011 - Present
Bank of Nova Scotia 2000 - 2002
NASD 1999 - 2000
Credit Suisse First Boston 1996 - 1999
NatWest 1993 - 1996
Skills
Banking, Portfolio Management, Wealth Management, Alternative Investments, Equities, Asset Management, Capital Markets, Credit, Financial Advisory, Financial Analysis, Fixed Income, Investments, Private Banking, Risk Management, Securities, Series 7, Financial Services
Education
Pace University - Lubin School of Business 1996 — 1999
MBA, Finance
Baruch College, City University of New York (CUNY) 1988 — 1993
BBA, Finance
Edgar(do) Bilan's Credit Suisse First Boston Experience November 2002 - May 2005
Job Network Consultant @ First Citizen's Bank at DISYS
Industry Information Technology and Services
Experience
DISYS October 2013 - Present
GDH Consulting June 2012 - August 2013
Cisco Systems, Inc. June 2007 - August 2011
Stivant Inc October 2006 - June 2007
Credit Suisse First Boston November 2002 - May 2005
Credit Suisse First Boston March 1997 - November 2002
Credit Suisse January 1993 - March 1997
Education
City University of New York-Baruch College 1982 — 1985
BBA, Computer Information Systems
DISYS October 2013 - Present
GDH Consulting June 2012 - August 2013
Cisco Systems, Inc. June 2007 - August 2011
Stivant Inc October 2006 - June 2007
Credit Suisse First Boston November 2002 - May 2005
Credit Suisse First Boston March 1997 - November 2002
Credit Suisse January 1993 - March 1997
Education
City University of New York-Baruch College 1982 — 1985
BBA, Computer Information Systems
Nicole Segal's Credit Suisse First Boston Experience 1989 - 1998
Job Financial Institutions Practice Co Leader at Willis NY
Industry Insurance
Experience
Willis NY October 2014 - Present
WillisFI February 2014 - Present
Herbert L. Jamison LLC February 2005 - Present
Herbert L. Jamison and Co LLC February 2005 - February 2014
Commerzbank AG 1999 - 2000
Credit Suisse First Boston 1989 - 1998
Education
Barnard College 1985 — 1989
BA, American History
Willis NY October 2014 - Present
WillisFI February 2014 - Present
Herbert L. Jamison LLC February 2005 - Present
Herbert L. Jamison and Co LLC February 2005 - February 2014
Commerzbank AG 1999 - 2000
Credit Suisse First Boston 1989 - 1998
Education
Barnard College 1985 — 1989
BA, American History
Lou Iaconetti's Credit Suisse First Boston Experience 1991 - 2002
Job Managing Director Global Infrastructure Debt Group at Babson Capital Management
Industry Banking
Experience
Babson Capital Management January 2013 - Present
HSH Nordbank 2008 - December 2012
Ambac 2003 - 2008
Credit Suisse First Boston 1991 - 2002
Skills
Project Finance, Origination, Structured Finance, Structuring, Debt, Capital Markets, Credit Analysis, Leveraged Finance, Transaction, Structured, Mergers, Renewable Energy, Solar, Restructuring, Solar Energy, Financial Structuring, Financial Transactions, Investment Banking, Mergers & Acquisitions, Corporate Finance, Loan Origination, Due Diligence, Private Equity, Risk Management, Venture Capital, Finance, Emerging Markets, Credit, Investments, ABS, Loans, Syndications, Credit Risk, Valuation, Equities, Portfolio Management, Debt Restructuring, M&A experience, Fixed Income, Trading, Alternative Investments
Education
Pace University 1987 — 1991
MBA, Finance
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Accounting
Babson Capital Management January 2013 - Present
HSH Nordbank 2008 - December 2012
Ambac 2003 - 2008
Credit Suisse First Boston 1991 - 2002
Skills
Project Finance, Origination, Structured Finance, Structuring, Debt, Capital Markets, Credit Analysis, Leveraged Finance, Transaction, Structured, Mergers, Renewable Energy, Solar, Restructuring, Solar Energy, Financial Structuring, Financial Transactions, Investment Banking, Mergers & Acquisitions, Corporate Finance, Loan Origination, Due Diligence, Private Equity, Risk Management, Venture Capital, Finance, Emerging Markets, Credit, Investments, ABS, Loans, Syndications, Credit Risk, Valuation, Equities, Portfolio Management, Debt Restructuring, M&A experience, Fixed Income, Trading, Alternative Investments
Education
Pace University 1987 — 1991
MBA, Finance
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Accounting
Eugene Gershman's Credit Suisse First Boston Experience May 2004 - June 2005
Job Investment Consultant at TD Ameritrade
Industry Banking
Experience
TIAA-CREF August 2015 - Present
TD Ameritrade April 2012 - July 2015
TD Bank, NA May 2011 - April 2012
MR, Inc March 2009 - May 2011
Deutsche Bank AG August 2007 - January 2009
Citco Fund Services September 2006 - August 2007
Nomura Securities, Inc June 2005 - August 2006
Credit Suisse First Boston May 2004 - June 2005
CIBC Oppenheimer June 2000 - April 2001
Skills
Portfolio Management, Middle Office, Analysis, Financial Markets, Business Development, Loans, Settlement, Fixed Income, CRM, Account Reconciliation, New Business Development, Management, Team Management, Structured Finance, Sales, Finance, Prime Brokerage, Equities, Investments, Securities, Banking, Trading, Hedge Funds, Funding, Insurance, Swaps, Derivatives, Asset Management, Financial Analysis, Bonds, Mutual Funds, Investment Banking, Series 7, Options, Series 63, Alternative Investments, Financial Risk, FX Options, Business Analysis, Equity Derivatives, Residential Mortgages, Bloomberg Terminal, Hedging, Corporate Actions, Corporate Finance, Back Office, Fund Of Funds, Credit Derivatives, Loan Servicing, Commercial Banking
Education
Baruch College, City University of New York (CUNY) 1998 — 2004
BS, Finance
TIAA-CREF August 2015 - Present
TD Ameritrade April 2012 - July 2015
TD Bank, NA May 2011 - April 2012
MR, Inc March 2009 - May 2011
Deutsche Bank AG August 2007 - January 2009
Citco Fund Services September 2006 - August 2007
Nomura Securities, Inc June 2005 - August 2006
Credit Suisse First Boston May 2004 - June 2005
CIBC Oppenheimer June 2000 - April 2001
Skills
Portfolio Management, Middle Office, Analysis, Financial Markets, Business Development, Loans, Settlement, Fixed Income, CRM, Account Reconciliation, New Business Development, Management, Team Management, Structured Finance, Sales, Finance, Prime Brokerage, Equities, Investments, Securities, Banking, Trading, Hedge Funds, Funding, Insurance, Swaps, Derivatives, Asset Management, Financial Analysis, Bonds, Mutual Funds, Investment Banking, Series 7, Options, Series 63, Alternative Investments, Financial Risk, FX Options, Business Analysis, Equity Derivatives, Residential Mortgages, Bloomberg Terminal, Hedging, Corporate Actions, Corporate Finance, Back Office, Fund Of Funds, Credit Derivatives, Loan Servicing, Commercial Banking
Education
Baruch College, City University of New York (CUNY) 1998 — 2004
BS, Finance
Massimo Santicchia's Credit Suisse First Boston Experience June 1999 - January 2000
Job CoFounder and Chief Investment Officer at Crest Investment Partners
Industry Investment Management
Experience
Crest Investment Partners September 2011 - Present
Crest Investment Partners, LLC 2011 - 2014
Standard & Poor's Investment Advisory January 2000 - February 2012
S&P Equity Research January 2000 - March 2005
Credit Suisse First Boston June 1999 - January 2000
Goldman Sachs July 1998 - May 1999
Nicholas Applegate Capital Management November 1996 - May 1997
Skills
Equities, Portfolio Management, Financial Modeling, Investments, Valuation, Equity Research, Asset Management, Investment Strategies, Asset Allocation, Mutual Funds, Quantitative Analytics, Structured Products, Finance, Fixed Income, Trading, Economics
Education
Pace University 1999 — 2002
MS, Investment Management
Alliant International University-San Diego Scripps Ranch 1995 — 1996
MBA
Università degli Studi di Perugia 1986 — 1991
Laurea, Economics & Political Science
Crest Investment Partners September 2011 - Present
Crest Investment Partners, LLC 2011 - 2014
Standard & Poor's Investment Advisory January 2000 - February 2012
S&P Equity Research January 2000 - March 2005
Credit Suisse First Boston June 1999 - January 2000
Goldman Sachs July 1998 - May 1999
Nicholas Applegate Capital Management November 1996 - May 1997
Skills
Equities, Portfolio Management, Financial Modeling, Investments, Valuation, Equity Research, Asset Management, Investment Strategies, Asset Allocation, Mutual Funds, Quantitative Analytics, Structured Products, Finance, Fixed Income, Trading, Economics
Education
Pace University 1999 — 2002
MS, Investment Management
Alliant International University-San Diego Scripps Ranch 1995 — 1996
MBA
Università degli Studi di Perugia 1986 — 1991
Laurea, Economics & Political Science
James McCartney's Credit Suisse First Boston Experience April 1997 - June 2002
Job Partner, MatlinPatterson Global Opportunities
Industry Investment Management
Experience
MatlinPatterson June 2002 - Present
Credit Suisse First Boston April 1997 - June 2002
Education
Adelphi University 1982 — 1986
BBA, FINANCE
MatlinPatterson June 2002 - Present
Credit Suisse First Boston April 1997 - June 2002
Education
Adelphi University 1982 — 1986
BBA, FINANCE
Junaid Taqui's Credit Suisse First Boston Experience June 2009 - June 2011
Job Lead MS Dynamics CRM & .NET Developer/Application Architect at Credit Suisse (Consulting)
Industry Financial Services
Experience
Credit Suisse January 2012 - Present
Societe Generale June 2011 - November 2011
Credit Suisse First Boston June 2009 - June 2011
Goldman Sachs January 2006 - June 2009
Verizon 2003 - 2005
Skills
Win Forms, WPF, WCF, Silverlight, .NET, SQL Server, C#, Microsoft CRM, IIS, Web Services, WF, ASP.NET, LINQ, T-SQL, SSRS, NUnit, SSIS, ADO.NET, MOSS 2007, Entity Framework, TFS, TDD, VBScript, XAML, XSLT, Visual Studio, AJAX, NHibernate, Agile Methodologies, Microsoft SQL Server
Education
Baylor University 2001 — 2003
M.S., Computer Science
Osmania University 1997 — 2001
Bachelor of Engineering, Computer Science and Engineering
Credit Suisse January 2012 - Present
Societe Generale June 2011 - November 2011
Credit Suisse First Boston June 2009 - June 2011
Goldman Sachs January 2006 - June 2009
Verizon 2003 - 2005
Skills
Win Forms, WPF, WCF, Silverlight, .NET, SQL Server, C#, Microsoft CRM, IIS, Web Services, WF, ASP.NET, LINQ, T-SQL, SSRS, NUnit, SSIS, ADO.NET, MOSS 2007, Entity Framework, TFS, TDD, VBScript, XAML, XSLT, Visual Studio, AJAX, NHibernate, Agile Methodologies, Microsoft SQL Server
Education
Baylor University 2001 — 2003
M.S., Computer Science
Osmania University 1997 — 2001
Bachelor of Engineering, Computer Science and Engineering
David Arzi's Credit Suisse First Boston Experience 1996 - 1999
Job Executive Managing Director at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management 2003 - Present
IXIS Capital Markets 2002 - 2003
Credit Suisse First Boston 1996 - 1999
Heller Financial 1990 - 1996
Skills
Real Estate Finance, ABS Securities, Asset Based Lending, Structured Finance, Loans, Securities, ABS, Debt, Leasing, Aircraft Leasing, Equipment Finance, Distressed Debt, CMBS, NPL, Equipment Loans, European CMBS, European CRE, Real Estate Economics, Securitization, Private Equity, Mezzanine, Venture Capital, Real Estate Financing, Alternative Investments, Finance, Mergers & Acquisitions, Financial Structuring, Debt Restructuring, Hedge Funds, Investment Banking, Capital Markets
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
MBA, Finance, General
Brandeis University 1980 — 1984
BA, History
Marathon Asset Management 2003 - Present
IXIS Capital Markets 2002 - 2003
Credit Suisse First Boston 1996 - 1999
Heller Financial 1990 - 1996
Skills
Real Estate Finance, ABS Securities, Asset Based Lending, Structured Finance, Loans, Securities, ABS, Debt, Leasing, Aircraft Leasing, Equipment Finance, Distressed Debt, CMBS, NPL, Equipment Loans, European CMBS, European CRE, Real Estate Economics, Securitization, Private Equity, Mezzanine, Venture Capital, Real Estate Financing, Alternative Investments, Finance, Mergers & Acquisitions, Financial Structuring, Debt Restructuring, Hedge Funds, Investment Banking, Capital Markets
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
MBA, Finance, General
Brandeis University 1980 — 1984
BA, History
Dean Halley's Credit Suisse First Boston Experience 1987 - 2000
Job Owner, Integriss
Industry Information Technology and Services
Experience
Integriss 2001 - Present
NYSE Euronext 2005 - 2008
NYSE Group 2004 - 2008
Mandeville Group 2003 - 2005
Burlington Capital 2000 - 2002
Credit Suisse 1987 - 2000
Credit Suisse First Boston 1987 - 2000
County Nat West 1985 - 1987
Skills
Trading Systems, Enterprise Architecture, IT Strategy, Disaster Recovery, Software Development, SDLC, Unix, Recruiting, Market Data, Low Latency, Business Intelligence, Agile Methodologies, Data Center, Vendor Management, Equities, Electronic Trading, Software Project...
Education
Baruch College 1980 — 1982
AS, Computer Science
Xaverian High School
Integriss 2001 - Present
NYSE Euronext 2005 - 2008
NYSE Group 2004 - 2008
Mandeville Group 2003 - 2005
Burlington Capital 2000 - 2002
Credit Suisse 1987 - 2000
Credit Suisse First Boston 1987 - 2000
County Nat West 1985 - 1987
Skills
Trading Systems, Enterprise Architecture, IT Strategy, Disaster Recovery, Software Development, SDLC, Unix, Recruiting, Market Data, Low Latency, Business Intelligence, Agile Methodologies, Data Center, Vendor Management, Equities, Electronic Trading, Software Project...
Education
Baruch College 1980 — 1982
AS, Computer Science
Xaverian High School
Nancy Traub's Credit Suisse First Boston Experience 2000 - 2006
Job Independent Investment Management Professional
Industry Investment Management
Experience
Credit Suisse 2000 - 2006
Credit Suisse First Boston 2000 - 2006
Donaldson, Lufkin & Jenrette February 1990 - October 2000
Skills
Equity Research, Hedge Funds, Capital Markets, Fixed Income, Corporate Finance, Equities, Valuation, Risk Management, Investment Banking
Education
Baruch College, City University of New York (CUNY)
MS, Computer Methodology
Wagner College
BS, Mathematics
Credit Suisse 2000 - 2006
Credit Suisse First Boston 2000 - 2006
Donaldson, Lufkin & Jenrette February 1990 - October 2000
Skills
Equity Research, Hedge Funds, Capital Markets, Fixed Income, Corporate Finance, Equities, Valuation, Risk Management, Investment Banking
Education
Baruch College, City University of New York (CUNY)
MS, Computer Methodology
Wagner College
BS, Mathematics
Matt Dembski's Credit Suisse First Boston Experience August 2000 - March 2002
Job Portfolio Manager at Torchlight Investors
Industry Investment Management
Experience
Torchlight Investors May 2011 - Present
Commercial Capital Connection, LLC September 2010 - Present
MKM Partners LLC October 2010 - May 2011
Credit Suisse Alternative Investments November 2006 - December 2009
Trilogy Capital Advisors April 2002 - November 2006
Credit Suisse First Boston August 2000 - March 2002
FBR June 1997 - June 2000
Robertson Stephens June 1994 - June 1997
Education
American University 1990 — 1993
BA, Economics
Torchlight Investors May 2011 - Present
Commercial Capital Connection, LLC September 2010 - Present
MKM Partners LLC October 2010 - May 2011
Credit Suisse Alternative Investments November 2006 - December 2009
Trilogy Capital Advisors April 2002 - November 2006
Credit Suisse First Boston August 2000 - March 2002
FBR June 1997 - June 2000
Robertson Stephens June 1994 - June 1997
Education
American University 1990 — 1993
BA, Economics
Rusty Fisher's Credit Suisse First Boston Experience July 1996 - August 2002
Job Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets May 2008 - Present
Endeavour International Corporation August 2006 - May 2008
Huntington Learning Center April 2003 - March 2006
Credit Suisse First Boston July 1996 - August 2002
Skills
Investments, Finance, Equity Research, Equities, Capital Markets, Investor Relations, Management, Hedge Funds, Portfolio Management, Valuation, Financial Modeling, Bloomberg, Fixed Income, Investment Banking
Education
University of Houston 1989 — 1992
MBA, Finance
Baylor University
BMO Capital Markets May 2008 - Present
Endeavour International Corporation August 2006 - May 2008
Huntington Learning Center April 2003 - March 2006
Credit Suisse First Boston July 1996 - August 2002
Skills
Investments, Finance, Equity Research, Equities, Capital Markets, Investor Relations, Management, Hedge Funds, Portfolio Management, Valuation, Financial Modeling, Bloomberg, Fixed Income, Investment Banking
Education
University of Houston 1989 — 1992
MBA, Finance
Baylor University
Naga Lanka's Credit Suisse First Boston Experience February 2010 - June 2011
Job Data Modeling and Architecture at Citi
Industry Insurance
Experience
Citi August 2011 - Present
Credit Suisse First Boston February 2010 - June 2011
Credit Suisse First Boston February 2010 - June 2011
Credit Suisse 2010 - 2010
Merrillinch 2009 - 2010
Marsh 2007 - 2009
UBS 2006 - 2007
Skills
SDLC, Data Modeling, Data Warehousing, Oracle, Crystal Reports, Performance Tuning, ETL, Business Objects, Informatica, Data Integration, Erwin, Databases, PL/SQL, SSIS, Sybase
Education
Andhra University 1995 — 1997
MBA, finance
Citi August 2011 - Present
Credit Suisse First Boston February 2010 - June 2011
Credit Suisse First Boston February 2010 - June 2011
Credit Suisse 2010 - 2010
Merrillinch 2009 - 2010
Marsh 2007 - 2009
UBS 2006 - 2007
Skills
SDLC, Data Modeling, Data Warehousing, Oracle, Crystal Reports, Performance Tuning, ETL, Business Objects, Informatica, Data Integration, Erwin, Databases, PL/SQL, SSIS, Sybase
Education
Andhra University 1995 — 1997
MBA, finance
Jason Ream's Credit Suisse First Boston Experience 1999 - 2003
Job EVP and CFO at SolarWinds
Industry Computer Software
Experience
SolarWinds October 2013 - Present
SolarWinds October 2012 - September 2013
SolarWinds January 2012 - September 2012
SolarWinds July 2011 - December 2011
SolarWinds April 2009 - June 2011
J.P. Morgan 2006 - 2008
UBS Investment Bank 2004 - 2006
Piper Jaffray 2003 - 2004
Credit Suisse First Boston 1999 - 2003
G2R 1997 - 1999
Skills
Enterprise Software, Investment Banking, Business Development, Mergers & Acquisitions, Corporate Development, SaaS, Venture Capital
Education
Amherst College 1990 — 1994
A.B., Mathematics
SolarWinds October 2013 - Present
SolarWinds October 2012 - September 2013
SolarWinds January 2012 - September 2012
SolarWinds July 2011 - December 2011
SolarWinds April 2009 - June 2011
J.P. Morgan 2006 - 2008
UBS Investment Bank 2004 - 2006
Piper Jaffray 2003 - 2004
Credit Suisse First Boston 1999 - 2003
G2R 1997 - 1999
Skills
Enterprise Software, Investment Banking, Business Development, Mergers & Acquisitions, Corporate Development, SaaS, Venture Capital
Education
Amherst College 1990 — 1994
A.B., Mathematics
Stacey Eng's Credit Suisse First Boston Experience 1997 - 2003
Job VP, Human Resources at First Eagle Investment Management
Industry Human Resources
Experience
First Eagle Investment Management May 2013 - Present
First Eagle Investment Management August 2011 - April 2013
MF Global August 2010 - May 2011
Morgan Stanley 2006 - 2008
Goldman Sachs 2005 - 2006
Credit Suisse First Boston 1997 - 2003
Education
Barnard College
BA, Psychology
Stuyvesant High School
First Eagle Investment Management May 2013 - Present
First Eagle Investment Management August 2011 - April 2013
MF Global August 2010 - May 2011
Morgan Stanley 2006 - 2008
Goldman Sachs 2005 - 2006
Credit Suisse First Boston 1997 - 2003
Education
Barnard College
BA, Psychology
Stuyvesant High School
Carmen Sanchez-Miller's Credit Suisse First Boston Experience 2004 - 2005
Job Vice President of Facilities Operations at Aspen Insurance
Industry Facilities Services
Experience
Aspen Insurance April 2015 - Present
Planned Parenthood Federation Of America January 2008 - April 2015
Coach November 2005 - December 2007
Credit Suisse First Boston 2004 - 2005
New York University 2003 - 2004
Instinet Incorporated 1991 - 2002
Skills
Project Management, Disaster Recovery, Construction, Spanish, Sustainability, Budgets, Facilities Management, Event Planning, Real Estate, Purchase Management, Procurement, Security Management, Security Operations..., Project Planning, Management, Contract Management, Customer Service, Nonprofits, Operations Management, Contract Negotiation, Program Management, Security, Team Building, Analysis, Time Management, Policy, Process Scheduler, Strategic Planning, Training, Vendor Management, Process Improvement, Administration, Team Leadership, Employee Relations, Change Management, Proposal Writing
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
Business Administration
Aspen Insurance April 2015 - Present
Planned Parenthood Federation Of America January 2008 - April 2015
Coach November 2005 - December 2007
Credit Suisse First Boston 2004 - 2005
New York University 2003 - 2004
Instinet Incorporated 1991 - 2002
Skills
Project Management, Disaster Recovery, Construction, Spanish, Sustainability, Budgets, Facilities Management, Event Planning, Real Estate, Purchase Management, Procurement, Security Management, Security Operations..., Project Planning, Management, Contract Management, Customer Service, Nonprofits, Operations Management, Contract Negotiation, Program Management, Security, Team Building, Analysis, Time Management, Policy, Process Scheduler, Strategic Planning, Training, Vendor Management, Process Improvement, Administration, Team Leadership, Employee Relations, Change Management, Proposal Writing
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
Business Administration
Andrea Maione Perry's Credit Suisse First Boston Experience November 2001 - January 2003
Job Marketing Manager at MJ's Pizza Bar & Grill
Industry Marketing and Advertising
Experience
MJ's Pizza Bar & Grill March 2011 - Present
Roth International May 2005 - March 2011
Joan Shepp Boutique April 2004 - June 2004
Credit Suisse First Boston November 2001 - January 2003
Skills
Fashion, Advertising
Education
Art Institute of Philadelphia 2003 — 2004
Associate of Science with a, Fashion Design
Richard Stockton College of NJ
Bachelor of Science, Business Finance
MJ's Pizza Bar & Grill March 2011 - Present
Roth International May 2005 - March 2011
Joan Shepp Boutique April 2004 - June 2004
Credit Suisse First Boston November 2001 - January 2003
Skills
Fashion, Advertising
Education
Art Institute of Philadelphia 2003 — 2004
Associate of Science with a, Fashion Design
Richard Stockton College of NJ
Bachelor of Science, Business Finance
Edward Dubinski's Credit Suisse First Boston Experience July 1997 - September 2007
Job Financial consultant
Industry Financial Services
Experience
Kubanbank October 2008 - March 2011
Credit Suisse First Boston July 1997 - September 2007
Skills
Emerging Markets, Equities, Capital Markets, Valuation, Investment Banking, Financial Modeling, Asset Management, Hedge Funds, Corporate Finance, Financial Markets, Portfolio Management, Fixed Income
Education
University of Pennsylvania - The Wharton School 1987 — 1988
MBA, International Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1987
MA, International Economics / US Foreign Policy
American University 1980 — 1984
BA, International Relations / Russian Studies
Kubanbank October 2008 - March 2011
Credit Suisse First Boston July 1997 - September 2007
Skills
Emerging Markets, Equities, Capital Markets, Valuation, Investment Banking, Financial Modeling, Asset Management, Hedge Funds, Corporate Finance, Financial Markets, Portfolio Management, Fixed Income
Education
University of Pennsylvania - The Wharton School 1987 — 1988
MBA, International Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1987
MA, International Economics / US Foreign Policy
American University 1980 — 1984
BA, International Relations / Russian Studies
Rajarshi Ghosh's Credit Suisse First Boston Experience January 2000 - July 2003
Job Equal Equity Partner and CTO at YJR LLC
Industry Financial Services
Experience
YJR LLC 2013 - Present
Innova Solutions LLC 2012 - Present
UBS 2003 - 2014
Credit Suisse First Boston January 2000 - July 2003
DLJ 2000 - 2000
Skills
Business Analysis, Capital Markets, Derivatives, Enterprise Architecture, Equities, Equity Derivatives, Equity Trading, Exchange Connectivity, FX Options, Fixed Income, IT Strategy, Investment Banking, Low Latency, Market Data, Options, Perl, Reference Data, SDLC, Trading, Sybase, Trading Systems, Unix, Electronic Trading, SQL
Education
Marist College 1997 — 1999
M.S., Software Development
Adelphi University 1990 — 1993
B.S, Computer Science
St. Xaviers Kolkata, India
YJR LLC 2013 - Present
Innova Solutions LLC 2012 - Present
UBS 2003 - 2014
Credit Suisse First Boston January 2000 - July 2003
DLJ 2000 - 2000
Skills
Business Analysis, Capital Markets, Derivatives, Enterprise Architecture, Equities, Equity Derivatives, Equity Trading, Exchange Connectivity, FX Options, Fixed Income, IT Strategy, Investment Banking, Low Latency, Market Data, Options, Perl, Reference Data, SDLC, Trading, Sybase, Trading Systems, Unix, Electronic Trading, SQL
Education
Marist College 1997 — 1999
M.S., Software Development
Adelphi University 1990 — 1993
B.S, Computer Science
St. Xaviers Kolkata, India
Karthiyapper Ulaganathan's Credit Suisse First Boston Experience January 2010 - May 2010
Job Consultant at PineBridge Investments
Industry Information Technology and Services
Experience
PineBridge Investments August 2014 - Present
IDB Bank April 2014 - August 2014
The CSI Companies / Ceres Terminals June 2010 - March 2014
Credit Suisse First Boston January 2010 - May 2010
Cognizant Technology Solutions November 2008 - December 2009
BNY Mellon November 2008 - December 2009
Photon Infotech June 2007 - October 2008
EF - Education July 2005 - May 2007
Kemiron Companies, Inc March 2004 - June 2005
Financial Management Solutions June 2003 - February 2004
Skills
Web Services, Microsoft SQL Server, .NET, C#, SDLC, VB.NET, WCF, ASP.NET, JavaScript, XML, Visual Studio, ADO.NET, UML, IIS, TFS, Requirements Analysis, Software Project..., Software Development, Integration, Agile Methodologies, SQL, Databases, SOA, Solution Architecture, PL/SQL, Crystal Reports, AJAX, JSON, Web Development
Education
Bharathidasan University 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Programming, Specific Applications
National Institute of Information technology 1998 — 2001
Information Technology, Computer Science, A
University of Madras 1998 — 2001
Bachelor's degree, Mathematics
PineBridge Investments August 2014 - Present
IDB Bank April 2014 - August 2014
The CSI Companies / Ceres Terminals June 2010 - March 2014
Credit Suisse First Boston January 2010 - May 2010
Cognizant Technology Solutions November 2008 - December 2009
BNY Mellon November 2008 - December 2009
Photon Infotech June 2007 - October 2008
EF - Education July 2005 - May 2007
Kemiron Companies, Inc March 2004 - June 2005
Financial Management Solutions June 2003 - February 2004
Skills
Web Services, Microsoft SQL Server, .NET, C#, SDLC, VB.NET, WCF, ASP.NET, JavaScript, XML, Visual Studio, ADO.NET, UML, IIS, TFS, Requirements Analysis, Software Project..., Software Development, Integration, Agile Methodologies, SQL, Databases, SOA, Solution Architecture, PL/SQL, Crystal Reports, AJAX, JSON, Web Development
Education
Bharathidasan University 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Programming, Specific Applications
National Institute of Information technology 1998 — 2001
Information Technology, Computer Science, A
University of Madras 1998 — 2001
Bachelor's degree, Mathematics
Jeffrey Haas's Credit Suisse First Boston Experience March 1990 - March 1995
Job Old Hill Partners
Industry Financial Services
Experience
Old Hill Partners April 2011 - Present
Juniperhill Asset Management June 2009 - March 2011
Centrecourt Asset Management May 2004 - June 2008
CIBC World Markets March 1995 - December 2003
Credit Suisse First Boston March 1990 - March 1995
Deloitte & Touche September 1985 - March 1990
Skills
Portfolio Management, Trading, Due Diligence, Hedge Funds, Alternative Investments, Equities, Asset Managment, Investments, Private Equity, Securities, Fixed Income, Capital Markets, Private Placements, Investment Banking, Financial Markets, Venture Capital, Finance, Mergers & Acquisitions, Asset Management, Structured Finance, Fund Of Funds, Asset Allocation, Financial Modeling, Mutual Funds, Proprietary Trading, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance and International Business
Adelphi University 1982 — 1985
BBA, Accounting
SUNY at Buffalo 1980 — 1982
Old Hill Partners April 2011 - Present
Juniperhill Asset Management June 2009 - March 2011
Centrecourt Asset Management May 2004 - June 2008
CIBC World Markets March 1995 - December 2003
Credit Suisse First Boston March 1990 - March 1995
Deloitte & Touche September 1985 - March 1990
Skills
Portfolio Management, Trading, Due Diligence, Hedge Funds, Alternative Investments, Equities, Asset Managment, Investments, Private Equity, Securities, Fixed Income, Capital Markets, Private Placements, Investment Banking, Financial Markets, Venture Capital, Finance, Mergers & Acquisitions, Asset Management, Structured Finance, Fund Of Funds, Asset Allocation, Financial Modeling, Mutual Funds, Proprietary Trading, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance and International Business
Adelphi University 1982 — 1985
BBA, Accounting
SUNY at Buffalo 1980 — 1982
Pratap Gummadi's Credit Suisse First Boston Experience 2007 - 2010
Job Websphere MQ Admin at Wipro Technologies
Industry Information Technology and Services
Experience
Wipro Technologies June 2008 - Present
Credit Suisse 2007 - Present
Credit Suisse First Boston 2007 - 2010
Skills
WebSphere MQ, Middleware
Education
Madras University 2000 — 2003
Master of Computer Applications (MCA), Computer Science
University of Madras 2000 — 2003
MCA, Computers
Nagarjuna University
Wipro Technologies June 2008 - Present
Credit Suisse 2007 - Present
Credit Suisse First Boston 2007 - 2010
Skills
WebSphere MQ, Middleware
Education
Madras University 2000 — 2003
Master of Computer Applications (MCA), Computer Science
University of Madras 2000 — 2003
MCA, Computers
Nagarjuna University
Joo-Yung Lee's Credit Suisse First Boston Experience September 1999 - July 2000
Job Managing Director, Head of North American Financial Institutions at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings January 2012 - Present
Fitch Ratings March 2011 - January 2012
Fitch Ratings May 2009 - November 2011
Fitch Ratings May 2006 - May 2009
Radian Asset Assurance June 2004 - May 2006
Moody's Investors Service July 2001 - May 2004
Credit Suisse First Boston September 1999 - July 2000
Federal Reserve Bank of New York July 1997 - September 1999
Skills
Finance, Banking, Asset Management, Equity Research, Securities, Capital Markets, Fixed Income, Financial Institutions, Credit, Structured Finance, Credit Risk, Credit Analysis, Derivatives, Investment Banking
Education
Barnard College 1989 — 1993
BA
Columbia University - School of International and Public Affairs
MPA
Fitch Ratings January 2012 - Present
Fitch Ratings March 2011 - January 2012
Fitch Ratings May 2009 - November 2011
Fitch Ratings May 2006 - May 2009
Radian Asset Assurance June 2004 - May 2006
Moody's Investors Service July 2001 - May 2004
Credit Suisse First Boston September 1999 - July 2000
Federal Reserve Bank of New York July 1997 - September 1999
Skills
Finance, Banking, Asset Management, Equity Research, Securities, Capital Markets, Fixed Income, Financial Institutions, Credit, Structured Finance, Credit Risk, Credit Analysis, Derivatives, Investment Banking
Education
Barnard College 1989 — 1993
BA
Columbia University - School of International and Public Affairs
MPA
Chrystal Badillo's Credit Suisse First Boston Experience 1993 - 1995
Job First Vice President at Capital Institutional Services, Inc.
Industry Financial Services
Experience
FirstSouthwest February 2015 - Present
Capital Institutional Services, Inc. September 2012 - November 2014
Raymond James & Associates October 2001 - April 2012
Knight Capital Group September 1999 - September 2001
Robert Flemings 1998 - 1999
ING Barings 1995 - 1998
Credit Suisse, First Boston 1993 - 1995
Skills
Risk Management, CRM, Trading, Asset Management, Asset Managment, Fixed Income, Sales, Equities, Investment Banking, Portfolio Management, Hedge Funds, Series 63, Analysis, Options, Series 7, Valuation, Mutual Funds, Asset Allocation, Financial Reporting, Start-ups, Strategic Planning, Equity Trading, Series 24, Securities, ETFs, Alternative Investments, FINRA, Capital Markets, Bloomberg, Equity Research
Education
Barnard College
Bachelor's degree in Economics, Economics
Barnard College/Columbia University
Bachelor of Arts (B.A.), Economics with a minor in Art History, Full Academic Scholarship
FirstSouthwest February 2015 - Present
Capital Institutional Services, Inc. September 2012 - November 2014
Raymond James & Associates October 2001 - April 2012
Knight Capital Group September 1999 - September 2001
Robert Flemings 1998 - 1999
ING Barings 1995 - 1998
Credit Suisse, First Boston 1993 - 1995
Skills
Risk Management, CRM, Trading, Asset Management, Asset Managment, Fixed Income, Sales, Equities, Investment Banking, Portfolio Management, Hedge Funds, Series 63, Analysis, Options, Series 7, Valuation, Mutual Funds, Asset Allocation, Financial Reporting, Start-ups, Strategic Planning, Equity Trading, Series 24, Securities, ETFs, Alternative Investments, FINRA, Capital Markets, Bloomberg, Equity Research
Education
Barnard College
Bachelor's degree in Economics, Economics
Barnard College/Columbia University
Bachelor of Arts (B.A.), Economics with a minor in Art History, Full Academic Scholarship
Andrius Balukas's Credit Suisse First Boston Experience January 1985 - May 1987
Job Artist at Sky Studio Art
Industry Fine Art
Experience
Sky Studio Art July 2006 - Present
Grafis, Inc. July 2002 - December 2005
JPMorgan Chase July 1992 - January 2002
Credit Suisse First Boston January 1985 - May 1987
Center for the Media Arts / PELS 1984 - 1985
Balukas @ Williams Design 1981 - 1983
The Museum of Modern Art 1981 - 1982
The Metropolitan Museum of Art 1977 - 1979
Skills
Fine Art, Art, Teaching, Art Education, Illustration, Graphic Design, Photography, Creative Problem Solving, K-12, Art History, Drawing, Painting, Oil Painting, Watercolor, Typography, Publishing Design, Photoshop, Illustrator, InDesign, PowerPoint, Microsoft Office, Microsoft Excel, Project Management, MS Project, Microsoft Word, Creative Writing, AutoCAD Mechanical, Manual Drafting, Mind Mapping, Studio Art, Public Art, Curating, Sculpture, Galleries, Publishing, Contemporary Art, Graphics, Museums, Visual Arts, Brochures, Publications, Visual Communication, Posters
Education
Ashland University 2008 — 2012
Bachelor of Education (B.Ed.), Art Teacher Education, 3.445
Center for the Media Arts / PELS 1983 — 1984
Associate of Arts (AA), Computer Graphics
The School of the Art Institute of Chicago 1968 — 1975
Bachelor of Fine Arts (BFA), Painting and Art History
School of Visual Arts 1971 — 1972
Painting, Art History
San Francisco Art Institute 1970 — 1971
Painting, Art History
Sky Studio Art July 2006 - Present
Grafis, Inc. July 2002 - December 2005
JPMorgan Chase July 1992 - January 2002
Credit Suisse First Boston January 1985 - May 1987
Center for the Media Arts / PELS 1984 - 1985
Balukas @ Williams Design 1981 - 1983
The Museum of Modern Art 1981 - 1982
The Metropolitan Museum of Art 1977 - 1979
Skills
Fine Art, Art, Teaching, Art Education, Illustration, Graphic Design, Photography, Creative Problem Solving, K-12, Art History, Drawing, Painting, Oil Painting, Watercolor, Typography, Publishing Design, Photoshop, Illustrator, InDesign, PowerPoint, Microsoft Office, Microsoft Excel, Project Management, MS Project, Microsoft Word, Creative Writing, AutoCAD Mechanical, Manual Drafting, Mind Mapping, Studio Art, Public Art, Curating, Sculpture, Galleries, Publishing, Contemporary Art, Graphics, Museums, Visual Arts, Brochures, Publications, Visual Communication, Posters
Education
Ashland University 2008 — 2012
Bachelor of Education (B.Ed.), Art Teacher Education, 3.445
Center for the Media Arts / PELS 1983 — 1984
Associate of Arts (AA), Computer Graphics
The School of the Art Institute of Chicago 1968 — 1975
Bachelor of Fine Arts (BFA), Painting and Art History
School of Visual Arts 1971 — 1972
Painting, Art History
San Francisco Art Institute 1970 — 1971
Painting, Art History
Debbie Buardo's Credit Suisse First Boston Experience September 1998 - April 2004
Job Licensed Real Estate Salesperson at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty 2012 - Present
Centerline Capital Group June 2008 - March 2010
Nomura May 2004 - May 2008
Credit Suisse First Boston September 1998 - April 2004
Skills
CMBS, Commercial Real Estate
Education
Baruch College, City University of New York (CUNY)
Bachelor, Business Administration; Marketing/Management
Empire School of Real Estate
Licensed Real Estate Salesperson, Real Estate
Pace University-Pleasantville/Briarcliff Campus
MST
Keller Williams Realty 2012 - Present
Centerline Capital Group June 2008 - March 2010
Nomura May 2004 - May 2008
Credit Suisse First Boston September 1998 - April 2004
Skills
CMBS, Commercial Real Estate
Education
Baruch College, City University of New York (CUNY)
Bachelor, Business Administration; Marketing/Management
Empire School of Real Estate
Licensed Real Estate Salesperson, Real Estate
Pace University-Pleasantville/Briarcliff Campus
MST
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS