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
Melinda Newman Melinda Newman's Credit Suisse First Boston Experience 2001 - 2002
Job Senior Vice President at The TCW Group
Industry Investment Management
Experience
The TCW Group January 2015 - Present
First Pacific Advisors, LLC January 2013 - January 2015
Post Advisory Group, LLC January 2004 - December 2012
Payden & Rygel 2002 - 2004
Credit Suisse First Boston 2001 - 2002
Fuji Capital Markets Corporation 1995 - 1998
Skills
Financial Analysis, Portfolio Management, Investments, Capital Markets, Writing Skills, Risk Management, High Yield, Board of Director..., Mutual Funds, Convertible Bonds, Asset Management
Education
Wharton Business School 1999 — 2001
Master of Business Administration (MBA), Finance, General
State University of New York at Stony Brook 1987 — 1993
Doctor of Musical Arts, Oboe Performance
Wesleyan University 1982 — 1986
Bachelor of Arts (B.A.), University Major, Honors in General Scholarship; Phi Beta Kappa
The TCW Group January 2015 - Present
First Pacific Advisors, LLC January 2013 - January 2015
Post Advisory Group, LLC January 2004 - December 2012
Payden & Rygel 2002 - 2004
Credit Suisse First Boston 2001 - 2002
Fuji Capital Markets Corporation 1995 - 1998
Skills
Financial Analysis, Portfolio Management, Investments, Capital Markets, Writing Skills, Risk Management, High Yield, Board of Director..., Mutual Funds, Convertible Bonds, Asset Management
Education
Wharton Business School 1999 — 2001
Master of Business Administration (MBA), Finance, General
State University of New York at Stony Brook 1987 — 1993
Doctor of Musical Arts, Oboe Performance
Wesleyan University 1982 — 1986
Bachelor of Arts (B.A.), University Major, Honors in General Scholarship; Phi Beta Kappa
William E. Collier William E. Collier's Credit Suisse First Boston Experience February 2002 - June 2002
Job Income/Tax Specialist at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon March 2006 - Present
JPMorgan Chase September 2002 - June 2005
Credit Suisse First Boston February 2002 - June 2002
Skills
Access, Credit, Securities, Portfolio Management, Financial Services, Analysis, Visio, Management, Bloomberg, Settlement, Financial Analysis, Loans, Trading Systems, Accounts Payable, Investments, Trading, Account Reconciliation, Team Building, Accounting, Fund Accounting, Series 63
Education
Syracuse University 1995 — 1999
BA
The Bank of New York Mellon March 2006 - Present
JPMorgan Chase September 2002 - June 2005
Credit Suisse First Boston February 2002 - June 2002
Skills
Access, Credit, Securities, Portfolio Management, Financial Services, Analysis, Visio, Management, Bloomberg, Settlement, Financial Analysis, Loans, Trading Systems, Accounts Payable, Investments, Trading, Account Reconciliation, Team Building, Accounting, Fund Accounting, Series 63
Education
Syracuse University 1995 — 1999
BA
Drew Poyner Drew Poyner's Credit Suisse First Boston Experience September 1987 - September 1997
Job Senior Production Support Analyst at NASDAQ OMX
Industry Information Technology and Services
Experience
NASDAQ OMX July 2013 - Present
BGC Partners June 2008 - June 2013
Charles River Development July 2007 - June 2008
Daiwa Securities USA August 2006 - July 2007
Morgan Stanley May 2000 - August 2006
Prudential Investments April 1999 - May 2000
Paine Webber September 1997 - October 1998
Credit Suisse First Boston September 1987 - September 1997
Information Builders November 1980 - November 1982
Skills
Trading Systems, Electronic Trading, Market Data, Low Latency, SDLC, Sybase, Exchange Connectivity, Fixed Income, Derivatives, Business Analysis, Equities, Software Project...
Education
The College of New Jersey 1977 — 1979
BA, Computer Science
Tennessee Technological University 1975 — 1977
Computer Science
NASDAQ OMX July 2013 - Present
BGC Partners June 2008 - June 2013
Charles River Development July 2007 - June 2008
Daiwa Securities USA August 2006 - July 2007
Morgan Stanley May 2000 - August 2006
Prudential Investments April 1999 - May 2000
Paine Webber September 1997 - October 1998
Credit Suisse First Boston September 1987 - September 1997
Information Builders November 1980 - November 1982
Skills
Trading Systems, Electronic Trading, Market Data, Low Latency, SDLC, Sybase, Exchange Connectivity, Fixed Income, Derivatives, Business Analysis, Equities, Software Project...
Education
The College of New Jersey 1977 — 1979
BA, Computer Science
Tennessee Technological University 1975 — 1977
Computer Science
Robert Evanila Robert Evanila's Credit Suisse First Boston Experience 1996 - 1998
Job Experienced Resources Strategist & Global Improvement Agent
Industry Staffing and Recruiting
Experience
Renaissance Solutions, Inc. 2013 - Present
JPMorgan Chase 1997 - March 2012
Fedcap 2012 - 2012
ResCare Corporation June 2007 - December 2007
LandTech Services South - Generes & Associates June 2006 - June 2007
Credit Suisse First Boston 1996 - 1998
National Theater of the Performing Arts 1995 - 1996
Skills
Internal Communications, Creative Writing, Team Leadership, Cross-functional Team..., Employee Engagement, Social Media, Project Execution, Program Management, Program Development, Change Management, 360 Feedback, Community Outreach, Presentation Development, Career Development, Outplacement, Social Networking, Management Consulting, Project Management, Resume Writing, Employee Training, Organizational..., Executive Coaching, Interviews, Leadership Development, Career Management, Consulting, Workshop Facilitation, Organizational..., Training & Development, Operations Management, Volunteer Leadership, Operational Efficiency, Innovation Management, Speech Writing, Change Leadership, Troubleshooting, Event Planning, Telepresence, Instructor-led Training, Innovation, Collaborative Problem..., Problem Solving, Creative Problem Solving, Creative Direction, MS Office Suite, Process Improvement, Accent Reduction, Ideation, Business Incubation, Job Coaching
Education
Wagner College 1993 — 1995
B.A.
Suffolk County Community College 1990 — 1992
A.A.
Longwood High School 1984 — 1988
HS Diploma, Honors & AP
Collège Notre-Dame de la Paix 1986 — 1987
Rotary Exchange Student
Renaissance Solutions, Inc. 2013 - Present
JPMorgan Chase 1997 - March 2012
Fedcap 2012 - 2012
ResCare Corporation June 2007 - December 2007
LandTech Services South - Generes & Associates June 2006 - June 2007
Credit Suisse First Boston 1996 - 1998
National Theater of the Performing Arts 1995 - 1996
Skills
Internal Communications, Creative Writing, Team Leadership, Cross-functional Team..., Employee Engagement, Social Media, Project Execution, Program Management, Program Development, Change Management, 360 Feedback, Community Outreach, Presentation Development, Career Development, Outplacement, Social Networking, Management Consulting, Project Management, Resume Writing, Employee Training, Organizational..., Executive Coaching, Interviews, Leadership Development, Career Management, Consulting, Workshop Facilitation, Organizational..., Training & Development, Operations Management, Volunteer Leadership, Operational Efficiency, Innovation Management, Speech Writing, Change Leadership, Troubleshooting, Event Planning, Telepresence, Instructor-led Training, Innovation, Collaborative Problem..., Problem Solving, Creative Problem Solving, Creative Direction, MS Office Suite, Process Improvement, Accent Reduction, Ideation, Business Incubation, Job Coaching
Education
Wagner College 1993 — 1995
B.A.
Suffolk County Community College 1990 — 1992
A.A.
Longwood High School 1984 — 1988
HS Diploma, Honors & AP
Collège Notre-Dame de la Paix 1986 — 1987
Rotary Exchange Student
Cynthia Knapp Cynthia Knapp's Credit Suisse First Boston Experience 1998 - 2003
Job Manager Finance & Administration, Legal Department
Industry Publishing
Experience
Hearst Corporation April 2004 - Present
AmSAT 1986 - Present
Self Employed 1981 - Present
Freelance 1963 - 2010
Credit Suisse First Boston 1998 - 2003
(AmSAT) American Society of Teachers of the Alexander Technique 1986 - 1998
Skills
Teaching, Music, Movement, Excel, Word, Event Planning, Administration, Outlook, Non-profits, Microsoft Word, System Administration, Flute, Social Media, Event Management, Nonprofits, Fundraising, Editing, Alexander Technique, Microsoft Excel, Public Speaking, Research, Blogging, Performing Arts, Holistic Health, Leadership, Marketing
Education
ACAT - American Center for the Alexander Technique 1979 — 1981
Certified Teacher, Certificate
Temple University 1971 — 1975
BMus, Music
Hearst Corporation April 2004 - Present
AmSAT 1986 - Present
Self Employed 1981 - Present
Freelance 1963 - 2010
Credit Suisse First Boston 1998 - 2003
(AmSAT) American Society of Teachers of the Alexander Technique 1986 - 1998
Skills
Teaching, Music, Movement, Excel, Word, Event Planning, Administration, Outlook, Non-profits, Microsoft Word, System Administration, Flute, Social Media, Event Management, Nonprofits, Fundraising, Editing, Alexander Technique, Microsoft Excel, Public Speaking, Research, Blogging, Performing Arts, Holistic Health, Leadership, Marketing
Education
ACAT - American Center for the Alexander Technique 1979 — 1981
Certified Teacher, Certificate
Temple University 1971 — 1975
BMus, Music
Paul Corona Paul Corona's Credit Suisse First Boston Experience 2000 - 2002
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley May 2015 - Present
Royal Bank of Scotland October 2014 - May 2015
Royal Bank of Scotland May 2013 - October 2014
BNP Paribas 2008 - 2012
BNP Paribas 2003 - 2008
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2000
Salomon Smith Barney 1998 - 2000
Citibank 1991 - 1998
The Centennial Group, Inc. (a real estate developer) 1989 - 1990
Skills
Leveraged Finance, LBO, Portfolio Management, Financial Sponsors, Underwriting, Credit Analysis, Credit Risk, Loan Documents, Asset Based Lending, Financial Modeling, Loan Origination, Senior Debt, Structured Finance, Loan Portfolio Analysis, Covenant Compliance, Due Diligence, Syndications, Valuation, Emerging Markets, Financial Analysis, Loans, Corporate Finance, Banking, Finance, Financial Risk, Mergers & Acquisitions, Equities, Derivatives, Risk Management, Commercial Banking, Relationship Management
Education
Stanford University Graduate School of Business 1991 — 1993
MBA, Management/Finance
University of Southern California - Marshall School of Business 1980 — 1984
BS, Business Administration/Accounting
Garden Grove High School (Garden Grove, CA) 1976 — 1980
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 4.0
Morgan Stanley May 2015 - Present
Royal Bank of Scotland October 2014 - May 2015
Royal Bank of Scotland May 2013 - October 2014
BNP Paribas 2008 - 2012
BNP Paribas 2003 - 2008
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2000
Salomon Smith Barney 1998 - 2000
Citibank 1991 - 1998
The Centennial Group, Inc. (a real estate developer) 1989 - 1990
Skills
Leveraged Finance, LBO, Portfolio Management, Financial Sponsors, Underwriting, Credit Analysis, Credit Risk, Loan Documents, Asset Based Lending, Financial Modeling, Loan Origination, Senior Debt, Structured Finance, Loan Portfolio Analysis, Covenant Compliance, Due Diligence, Syndications, Valuation, Emerging Markets, Financial Analysis, Loans, Corporate Finance, Banking, Finance, Financial Risk, Mergers & Acquisitions, Equities, Derivatives, Risk Management, Commercial Banking, Relationship Management
Education
Stanford University Graduate School of Business 1991 — 1993
MBA, Management/Finance
University of Southern California - Marshall School of Business 1980 — 1984
BS, Business Administration/Accounting
Garden Grove High School (Garden Grove, CA) 1976 — 1980
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 4.0
Kevin Tseng Kevin Tseng's Credit Suisse First Boston Experience 2007 - 2007
Job Vice President at Health Evolution Partners
Industry Venture Capital & Private Equity
Experience
Halcyon Healthcare January 2014 - Present
Health Evolution Partners 2011 - Present
Optimal Radiology December 2012 - April 2015
J.W. Childs Associates, L.P. 2007 - 2009
Credit Suisse First Boston 2007 - 2007
Skills
LBO, Venture Capital, Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Corporate Development, Equities, Mergers & Acquisitions, Mutual Funds, Due Diligence, Investments, Leveraged Finance, Alternative Investments, M, M&A experience
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Halcyon Healthcare January 2014 - Present
Health Evolution Partners 2011 - Present
Optimal Radiology December 2012 - April 2015
J.W. Childs Associates, L.P. 2007 - 2009
Credit Suisse First Boston 2007 - 2007
Skills
LBO, Venture Capital, Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Corporate Development, Equities, Mergers & Acquisitions, Mutual Funds, Due Diligence, Investments, Leveraged Finance, Alternative Investments, M, M&A experience
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Donald Lucardi Donald Lucardi's Credit Suisse First Boston Experience 1988 - 1993
Job Investor Relations, Emso Partners
Industry Financial Services
Experience
Emso Partners February 2013 - Present
Napier Park Global Capital (formerly Citi Capital Advisors) May 2007 - February 2013
Citi Capital Advisors 2001 - 2007
LBBW April 2000 - February 2001
Bank Austria Creditanstalt March 1999 - 2000
UBS / Swiss Bank Corp March 1994 - March 1999
Credit Suisse First Boston 1988 - 1993
Coopers & Lybrand September 1982 - April 1988
Skills
Fund Of Funds, Asset Managment, Equities, Fixed Income, Investments, Capital Markets, Derivatives, Bloomberg, Portfolio Management, Hedge Funds, Strategy, Alternative Investments, Financial Structuring, Financial Modeling, Trading, Structured Finance, Asset Management, Due Diligence, Financial Risk, Private Placements, Investor Relations, Emerging Markets, Hedging, Structured Products, Loans, Investment Management, Financial Services, Mutual Funds, Securitization, Credit, Banking, Investment Strategies, Financial Markets, Bonds, Investment Banking, Private Equity
Education
Syracuse University 1979 — 1982
Bachelor of Science (BS), Accounting, Cum Laude
University of South Florida 1978 — 1979
Emso Partners February 2013 - Present
Napier Park Global Capital (formerly Citi Capital Advisors) May 2007 - February 2013
Citi Capital Advisors 2001 - 2007
LBBW April 2000 - February 2001
Bank Austria Creditanstalt March 1999 - 2000
UBS / Swiss Bank Corp March 1994 - March 1999
Credit Suisse First Boston 1988 - 1993
Coopers & Lybrand September 1982 - April 1988
Skills
Fund Of Funds, Asset Managment, Equities, Fixed Income, Investments, Capital Markets, Derivatives, Bloomberg, Portfolio Management, Hedge Funds, Strategy, Alternative Investments, Financial Structuring, Financial Modeling, Trading, Structured Finance, Asset Management, Due Diligence, Financial Risk, Private Placements, Investor Relations, Emerging Markets, Hedging, Structured Products, Loans, Investment Management, Financial Services, Mutual Funds, Securitization, Credit, Banking, Investment Strategies, Financial Markets, Bonds, Investment Banking, Private Equity
Education
Syracuse University 1979 — 1982
Bachelor of Science (BS), Accounting, Cum Laude
University of South Florida 1978 — 1979
John Buchfink's Credit Suisse First Boston Experience 1995 - 1997
Job Sales Financial Software.
Industry Computer Software
Experience
Investortools, Inc. October 1998 - Present
Credit Suisse First Boston 1995 - 1997
Sumitomo Bank, Ltd. 1988 - 1995
Conoco, Inc. 1985 - 1988
Bogina Consulting Engineers 1985 - 1985
Skills
Financial Analysis, Product Development, Marketing Strategy, Product Management, Financial Modeling, Customer Relations, Corporate Finance, Portfolio Management, Customer Service, Management, Business Development, Derivatives, Credit, Structured Finance, Financial Risk, Credit Risk, Accounting, Finance, Commodity, Executive Management, Treasury, Sales, Commercial Banking, Risk Management, Financial Structuring, Fixed Income, Business Analysis, Leadership, Banking, Hedging, Trading, Credit Analysis
Education
University of Kansas - Graduate School of Business 1982 — 1984
MBA, Finance
The University of Kansas 1978 — 1982
BS, Business
Investortools, Inc. October 1998 - Present
Credit Suisse First Boston 1995 - 1997
Sumitomo Bank, Ltd. 1988 - 1995
Conoco, Inc. 1985 - 1988
Bogina Consulting Engineers 1985 - 1985
Skills
Financial Analysis, Product Development, Marketing Strategy, Product Management, Financial Modeling, Customer Relations, Corporate Finance, Portfolio Management, Customer Service, Management, Business Development, Derivatives, Credit, Structured Finance, Financial Risk, Credit Risk, Accounting, Finance, Commodity, Executive Management, Treasury, Sales, Commercial Banking, Risk Management, Financial Structuring, Fixed Income, Business Analysis, Leadership, Banking, Hedging, Trading, Credit Analysis
Education
University of Kansas - Graduate School of Business 1982 — 1984
MBA, Finance
The University of Kansas 1978 — 1982
BS, Business
Nate Chang Nate Chang's Credit Suisse First Boston Experience August 2004 - March 2006
Job Biotechnology Investment Banking at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
Children's Creativity Museum 2011 - Present
RBC Capital Markets 2009 - May 2013
Morgan Stanley March 2006 - January 2009
Credit Suisse First Boston August 2004 - March 2006
ALZA Corporation (J&J) June 2003 - August 2003
Gilead Sciences November 2001 - August 2002
BioStreet.com September 2000 - July 2001
PPD Development June 1998 - August 2000
Quintiles April 1995 - March 1997
Skills
Biotechnology, Lifesciences, Healthcare, Licensing, Clinical Research, Corporate Development, Financial Modeling, Venture Capital, Valuation, Mergers, Due Diligence, Private Equity, Competitive Analysis, Mergers & Acquisitions, Pharmaceutical Industry, Biotechnology Industry, IPO, Investment Banking, Corporate Finance, M&A experience, Strategy, Acquisitions, Investor Relations, Life Sciences, Business Development
Education
Tuck School of Business at Dartmouth College 2002 — 2004
MBA
University of California, San Diego 1989 — 1994
B.S. / B.A.
Menlo Atherton High School
Credit Suisse July 2013 - Present
Children's Creativity Museum 2011 - Present
RBC Capital Markets 2009 - May 2013
Morgan Stanley March 2006 - January 2009
Credit Suisse First Boston August 2004 - March 2006
ALZA Corporation (J&J) June 2003 - August 2003
Gilead Sciences November 2001 - August 2002
BioStreet.com September 2000 - July 2001
PPD Development June 1998 - August 2000
Quintiles April 1995 - March 1997
Skills
Biotechnology, Lifesciences, Healthcare, Licensing, Clinical Research, Corporate Development, Financial Modeling, Venture Capital, Valuation, Mergers, Due Diligence, Private Equity, Competitive Analysis, Mergers & Acquisitions, Pharmaceutical Industry, Biotechnology Industry, IPO, Investment Banking, Corporate Finance, M&A experience, Strategy, Acquisitions, Investor Relations, Life Sciences, Business Development
Education
Tuck School of Business at Dartmouth College 2002 — 2004
MBA
University of California, San Diego 1989 — 1994
B.S. / B.A.
Menlo Atherton High School
CHRISTOPHER COLGAN CHRISTOPHER COLGAN's Credit Suisse First Boston Experience 1995 - 1996
Job Seniorlevel Operations and Business Management Executive
Industry Sports
Experience
Exclusive Sports Marketing 2006 - Present
Shininnecock Capital, LLC 2001 - 2005
Colbart Birnet 1998 - 2001
The Galleon Group 1996 - 1998
Credit Suisse First Boston 1995 - 1996
Skills
Executive..., Vision, Leadership &..., Contract Management, Organizational..., Logistics & Event..., Sales Support, Projections/Forecasting/..., Business Process..., Compliance, Championing..., Financial Results & P&L..., Client Relationship..., Staff..., Strategic Planning, Change Management
Education
Stony Brook University 1980 — 1984
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.6
Exclusive Sports Marketing 2006 - Present
Shininnecock Capital, LLC 2001 - 2005
Colbart Birnet 1998 - 2001
The Galleon Group 1996 - 1998
Credit Suisse First Boston 1995 - 1996
Skills
Executive..., Vision, Leadership &..., Contract Management, Organizational..., Logistics & Event..., Sales Support, Projections/Forecasting/..., Business Process..., Compliance, Championing..., Financial Results & P&L..., Client Relationship..., Staff..., Strategic Planning, Change Management
Education
Stony Brook University 1980 — 1984
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.6
robert griffo's Credit Suisse First Boston Experience 1980 - 1991
Job Crisis/Suicide Hotline at Department of Veterans Affairs
Industry Government Administration
Experience
Department of Veterans Affairs August 2010 - Present
Family Counseling Svc of the Finger Lakes January 2007 - Present
Family Counseling Svc of the Finger Lakes February 2009 - August 2010
Arbor Development, Bath NY April 2003 - February 2009
Credit Suisse First Boston 1980 - 1991
Skills
Non-Violent Crisis..., Crisis Intervention..., Crisis Intervention, Case Managment, Courts, Enforcement, Military, Federal Government, Family Services, Program Evaluation, Social Services, Government, Developmental..., Case Management, Policy, Motivational..., Community Outreach, Group Therapy, Public Speaking
Education
NYS Victims Assistance Academy at Buffalo State University 2008 — 2008
Human and Community Services, Crime victim specialist
SUNY Empire State College
Humand and Community Services, Sociology
Department of Veterans Affairs August 2010 - Present
Family Counseling Svc of the Finger Lakes January 2007 - Present
Family Counseling Svc of the Finger Lakes February 2009 - August 2010
Arbor Development, Bath NY April 2003 - February 2009
Credit Suisse First Boston 1980 - 1991
Skills
Non-Violent Crisis..., Crisis Intervention..., Crisis Intervention, Case Managment, Courts, Enforcement, Military, Federal Government, Family Services, Program Evaluation, Social Services, Government, Developmental..., Case Management, Policy, Motivational..., Community Outreach, Group Therapy, Public Speaking
Education
NYS Victims Assistance Academy at Buffalo State University 2008 — 2008
Human and Community Services, Crime victim specialist
SUNY Empire State College
Humand and Community Services, Sociology
Vanessa Buckley (Wiles) Vanessa Buckley (Wiles)'s Credit Suisse First Boston Experience 1999 - 2001
Job Instuctor at Infant Swimming Resource
Industry Financial Services
Experience
Infant Swimming Resource 2013 - Present
Mango International 2005 - 2013
Credit Suisse First Boston 1999 - 2001
Standard Bank 1995 - 1999
PaineWebber 1994 - 1995
Skills
Marketing Strategy, Mutual Funds, Business Analysis, Financial Analysis
Education
SUNY Cortland 1990 — 1994
Bachelor of Science, Economics and Management Science
State University of New York College at Cortland 1990 — 1994
Bachelor of Science, Economics and Managment Science
Infant Swimming Resource 2013 - Present
Mango International 2005 - 2013
Credit Suisse First Boston 1999 - 2001
Standard Bank 1995 - 1999
PaineWebber 1994 - 1995
Skills
Marketing Strategy, Mutual Funds, Business Analysis, Financial Analysis
Education
SUNY Cortland 1990 — 1994
Bachelor of Science, Economics and Management Science
State University of New York College at Cortland 1990 — 1994
Bachelor of Science, Economics and Managment Science
Jonathan Goldman Jonathan Goldman's Credit Suisse First Boston Experience January 1987 - May 1995
Job Founder, CEO, Genesis Capital, LLC
Industry Investment Banking
Experience
Genesis Capital, LLC January 2003 - Present
Robertson Stephens Investment Bankers January 2000 - July 2002
Robinson-Humphrey May 1995 - December 1999
Credit Suisse First Boston January 1987 - May 1995
Skills
Private Equity, Investment Banking, Mergers, Investments, Equities, Private Placements, Restructuring, Valuation, Financial Modeling, Mergers & Acquisitions, Financial Analysis, IPO, Corporate Finance, Securities, LBO, Entrepreneurship, Real Estate Development, Divestitures, Angel Investing, Venture Capital, Derivatives, Corporate Development, Due Diligence, Financial Structuring, M&A experience, Capital Raising
Education
The University of Texas at Austin
BBA, Finance, Marketing, Radio Television Film
Hardaway High School
Genesis Capital, LLC January 2003 - Present
Robertson Stephens Investment Bankers January 2000 - July 2002
Robinson-Humphrey May 1995 - December 1999
Credit Suisse First Boston January 1987 - May 1995
Skills
Private Equity, Investment Banking, Mergers, Investments, Equities, Private Placements, Restructuring, Valuation, Financial Modeling, Mergers & Acquisitions, Financial Analysis, IPO, Corporate Finance, Securities, LBO, Entrepreneurship, Real Estate Development, Divestitures, Angel Investing, Venture Capital, Derivatives, Corporate Development, Due Diligence, Financial Structuring, M&A experience, Capital Raising
Education
The University of Texas at Austin
BBA, Finance, Marketing, Radio Television Film
Hardaway High School
Ivan Leung Ivan Leung's Credit Suisse First Boston Experience 1998 - 2003
Job Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
Verition Fund Management 2012 - 2015
Athena Capital Research LLC 2011 - 2012
Credit Suisse - Global Arbitrage Trading 2003 - September 2011
Credit Suisse First Boston 1998 - 2003
Skills
Trading Systems, Electronic Trading, Trading, Market Data, Equities, Low Latency, C++, Java, Python, High Frequency Trading, Exchange Connectivity, Derivatives, TCP/IP, Sybase, Hedge Funds, Futures, Series 63, Series 7, Series 55, Index Arbitrage, ETFs, Direct Market Access, Algorithm Development, Risk Monitoring, Series 3, Capital Markets, Equity Derivatives
Education
State University of New York at Stony Brook
Bachelor of Science (B.Sc.)
Wells Fargo Securities March 2015 - Present
Verition Fund Management 2012 - 2015
Athena Capital Research LLC 2011 - 2012
Credit Suisse - Global Arbitrage Trading 2003 - September 2011
Credit Suisse First Boston 1998 - 2003
Skills
Trading Systems, Electronic Trading, Trading, Market Data, Equities, Low Latency, C++, Java, Python, High Frequency Trading, Exchange Connectivity, Derivatives, TCP/IP, Sybase, Hedge Funds, Futures, Series 63, Series 7, Series 55, Index Arbitrage, ETFs, Direct Market Access, Algorithm Development, Risk Monitoring, Series 3, Capital Markets, Equity Derivatives
Education
State University of New York at Stony Brook
Bachelor of Science (B.Sc.)
Kimberley Euston Kimberley Euston's Credit Suisse First Boston Experience March 2001 - April 2002
Job Director Client Relationship Executive at PricewaterhouseCoopers
Industry Management Consulting
Experience
PricewaterhouseCoopers September 2008 - Present
Leadership Atlanta June 2011 - May 2012
McGraw Euston Associates Inc. August 2004 - September 2008
Workplace Relationships August 2004 - September 2008
Bank of America April 2002 - August 2004
Credit Suisse First Boston March 2001 - April 2002
JP Morgan September 1997 - March 2001
Office of the Vice President of the United States August 1992 - January 1993
U.S. Department of State June 1991 - August 1992
Skills
New Business Development, Business Development..., Marketing, Sales Management, Executive Coaching, Executive Search, Business Process..., Project Management, Management Consulting, Business Development, Strategic Planning, Management, Mergers & Acquisitions, Risk Management, Performance Management, Recruiting, Executive Management, Finance, Strategy
Education
Sweet Briar College 1988 — 1992
BA, International Relations
Leadership Atlanta
PricewaterhouseCoopers September 2008 - Present
Leadership Atlanta June 2011 - May 2012
McGraw Euston Associates Inc. August 2004 - September 2008
Workplace Relationships August 2004 - September 2008
Bank of America April 2002 - August 2004
Credit Suisse First Boston March 2001 - April 2002
JP Morgan September 1997 - March 2001
Office of the Vice President of the United States August 1992 - January 1993
U.S. Department of State June 1991 - August 1992
Skills
New Business Development, Business Development..., Marketing, Sales Management, Executive Coaching, Executive Search, Business Process..., Project Management, Management Consulting, Business Development, Strategic Planning, Management, Mergers & Acquisitions, Risk Management, Performance Management, Recruiting, Executive Management, Finance, Strategy
Education
Sweet Briar College 1988 — 1992
BA, International Relations
Leadership Atlanta
Carla Pinon Carla Pinon's Credit Suisse First Boston Experience July 1998 - June 1999
Job Vice President BlackRock
Industry Financial Services
Experience
iSyndica July 2010 - September 2010
MBO Partners March 2010 - September 2010
Duff & Phelps (formerly Standard & Poor's Corporate Value Consulting) May 2003 - July 2007
FX Palo Alto Laboratory June 2002 - December 2002
Stanford University January 2002 - June 2002
Globe Capital Partners June 2000 - January 2001
Credit Suisse First Boston July 1998 - June 1999
Credit Suisse First Boston July 1996 - June 1998
Credit Suisse First Boston July 1993 - June 1996
Education
Stanford University
MS
Wellesley College
BA
iSyndica July 2010 - September 2010
MBO Partners March 2010 - September 2010
Duff & Phelps (formerly Standard & Poor's Corporate Value Consulting) May 2003 - July 2007
FX Palo Alto Laboratory June 2002 - December 2002
Stanford University January 2002 - June 2002
Globe Capital Partners June 2000 - January 2001
Credit Suisse First Boston July 1998 - June 1999
Credit Suisse First Boston July 1996 - June 1998
Credit Suisse First Boston July 1993 - June 1996
Education
Stanford University
MS
Wellesley College
BA
Victor Carter-Bey, DM Victor Carter-Bey, DM's Credit Suisse First Boston Experience May 2000 - September 2001
Job Director, Certification at Project Management Institute
Industry Nonprofit Organization Management
Experience
Project Management Institute April 2011 - Present
Prometric December 2005 - February 2011
CheckFree Investment Services May 2003 - December 2005
InvestorForce October 2001 - May 2003
Credit Suisse First Boston May 2000 - September 2001
T. Rowe Price September 1997 - May 2000
Skills
Strategic Planning, Business Strategy, Product Management, Vendor Management, Business Development, CRM, Financial Services, Account Management, Process Improvement, Team Building, New Business Development
Education
The Johns Hopkins University 1992 — 1996
BA, Political Science
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance & Marketing
University of Maryland University College 2010 — 2013
Doctorate, Management
Project Management Institute April 2011 - Present
Prometric December 2005 - February 2011
CheckFree Investment Services May 2003 - December 2005
InvestorForce October 2001 - May 2003
Credit Suisse First Boston May 2000 - September 2001
T. Rowe Price September 1997 - May 2000
Skills
Strategic Planning, Business Strategy, Product Management, Vendor Management, Business Development, CRM, Financial Services, Account Management, Process Improvement, Team Building, New Business Development
Education
The Johns Hopkins University 1992 — 1996
BA, Political Science
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance & Marketing
University of Maryland University College 2010 — 2013
Doctorate, Management
Anya Carrasco Anya Carrasco's Credit Suisse First Boston Experience June 2004 - August 2004
Job
Industry International Affairs
Experience
Cultural Vistas April 2015 - Present
Cultural Vistas March 2010 - March 2015
US-Brazil Connect March 2014 - August 2014
The Oliver Scholars Program March 2009 - February 2010
LMG Operations Management December 2007 - January 2009
T-Mobile International June 2005 - August 2005
Credit Suisse First Boston June 2004 - August 2004
Credit Suisse First Boston June 2003 - August 2003
Education
Swarthmore College
B.A., Economics, Spanish
Trevor Day School
High School
Universidad de Granada
Semester abroad with Central College, Spanish Language and Literature
Cultural Vistas April 2015 - Present
Cultural Vistas March 2010 - March 2015
US-Brazil Connect March 2014 - August 2014
The Oliver Scholars Program March 2009 - February 2010
LMG Operations Management December 2007 - January 2009
T-Mobile International June 2005 - August 2005
Credit Suisse First Boston June 2004 - August 2004
Credit Suisse First Boston June 2003 - August 2003
Education
Swarthmore College
B.A., Economics, Spanish
Trevor Day School
High School
Universidad de Granada
Semester abroad with Central College, Spanish Language and Literature
Neal Shah Neal Shah's Credit Suisse First Boston Experience January 2004 - February 2006
Job Portfolio Manager and CIO at Valtura Capital Partners
Industry Investment Management
Experience
Valtura Capital Partners May 2013 - Present
Royal Capital Management April 2010 - April 2013
Mount Kellett Capital Management October 2008 - April 2010
Silver Point Capital February 2006 - October 2008
Credit Suisse First Boston January 2004 - February 2006
Skills
Hedge Funds
Education
University of Pennsylvania 2001 — 2003
BA, Philosophy, Economics
The London School of Economics and Political Science (LSE) 2001 — 2001
Valtura Capital Partners May 2013 - Present
Royal Capital Management April 2010 - April 2013
Mount Kellett Capital Management October 2008 - April 2010
Silver Point Capital February 2006 - October 2008
Credit Suisse First Boston January 2004 - February 2006
Skills
Hedge Funds
Education
University of Pennsylvania 2001 — 2003
BA, Philosophy, Economics
The London School of Economics and Political Science (LSE) 2001 — 2001
Norton A. Rappaport's Credit Suisse First Boston Experience 1984 - 1986
Job CEO, Board of Directors, Interim Executive
Industry Venture Capital & Private Equity
Experience
L&S Plumbing, Inc. (U.S. Builder Services) June 2003 - July 2006
Impaxx, Inc. September 1995 - May 2002
Porter Chadburn, Inc. September 1991 - May 1995
Visual Edge Technology September 1989 - September 1991
Credit Suisse First Boston 1984 - 1986
McKinsey & Company 1983 - 1984
Skills
Venture Capital, Private Equity, Mergers, Entrepreneurship, Restructuring, Start-ups, Corporate Development, Mergers & Acquisitions, Investment Banking, Finance, Acquisitions, Leadership, Executive Management, Due Diligence, Consulting
Education
Stanford University Graduate School of Business 1986 — 1989
Master of Business Administration (M.B.A.), Emphasis in Marketing, Finance and Organizational Behavior.
University of Illinois at Urbana-Champaign 1980 — 1984
B.A., Economics, English
L&S Plumbing, Inc. (U.S. Builder Services) June 2003 - July 2006
Impaxx, Inc. September 1995 - May 2002
Porter Chadburn, Inc. September 1991 - May 1995
Visual Edge Technology September 1989 - September 1991
Credit Suisse First Boston 1984 - 1986
McKinsey & Company 1983 - 1984
Skills
Venture Capital, Private Equity, Mergers, Entrepreneurship, Restructuring, Start-ups, Corporate Development, Mergers & Acquisitions, Investment Banking, Finance, Acquisitions, Leadership, Executive Management, Due Diligence, Consulting
Education
Stanford University Graduate School of Business 1986 — 1989
Master of Business Administration (M.B.A.), Emphasis in Marketing, Finance and Organizational Behavior.
University of Illinois at Urbana-Champaign 1980 — 1984
B.A., Economics, English
Ignacio Ponce de Leon's Credit Suisse First Boston Experience 1992 - 1995
Job Chief Operating Officer at Clean Coal Technologies, Inc.
Industry Financial Services
Experience
Clean Coal Technologies, Inc. 2010 - Present
Capital Advisory Partners March 2005 - 2008
JP Morgan March 1992 - November 2004
Credit Suisse First Boston 1992 - 1995
Bankers Trust Company 1987 - 1992
Skills
Mergers, Venture Capital, Private Equity, Investments, Equities, Fixed Income, Debt, Investment Banking, Capital Markets, Corporate Finance, Securities, Valuation, Alternative Investments, Mergers & Acquisitions, Derivatives, Business Strategy, Structured Finance, Hedge Funds, Asset Management, Corporate Development, Structured Products, Financial Structuring, IPO, Emerging Markets, Due Diligence, Investment Management, Portfolio Management, Bloomberg, Joint Ventures, Leveraged Finance, Equity Research, Bonds, M&A experience, Investor Relations, FX Options, Trading, Credit Derivatives, Financial Markets, Commodity, Project Finance, Options, Financial Modeling, Restructuring, Finance, Swaps, Financial Services, Interest Rate..., Equity Valuation, Treasury Management, Latin America
Education
Tufts University - The Fletcher School of Law and Diplomacy 1976 — 1979
MALD, Economics and law
London School of Economics and Political Science
BSc. (Econ), History
Clean Coal Technologies, Inc. 2010 - Present
Capital Advisory Partners March 2005 - 2008
JP Morgan March 1992 - November 2004
Credit Suisse First Boston 1992 - 1995
Bankers Trust Company 1987 - 1992
Skills
Mergers, Venture Capital, Private Equity, Investments, Equities, Fixed Income, Debt, Investment Banking, Capital Markets, Corporate Finance, Securities, Valuation, Alternative Investments, Mergers & Acquisitions, Derivatives, Business Strategy, Structured Finance, Hedge Funds, Asset Management, Corporate Development, Structured Products, Financial Structuring, IPO, Emerging Markets, Due Diligence, Investment Management, Portfolio Management, Bloomberg, Joint Ventures, Leveraged Finance, Equity Research, Bonds, M&A experience, Investor Relations, FX Options, Trading, Credit Derivatives, Financial Markets, Commodity, Project Finance, Options, Financial Modeling, Restructuring, Finance, Swaps, Financial Services, Interest Rate..., Equity Valuation, Treasury Management, Latin America
Education
Tufts University - The Fletcher School of Law and Diplomacy 1976 — 1979
MALD, Economics and law
London School of Economics and Political Science
BSc. (Econ), History
Robert Benner Robert Benner's Credit Suisse First Boston Experience 1986 - 1989
Job at Shasta Partners
Industry Investment Banking
Experience
Shasta Partners, LLC November 2009 - Present
Deutsche Bank Securities 1999 - 2006
BT Alex Brown 1997 - 1999
Alex Brown & Sons 1990 - 1996
Credit Suisse First Boston 1986 - 1989
Education
The Tuck School of Business at Dartmouth 1984 — 1986
MBA
University of Pennsylvania 1977 — 1981
BS, Economics
Phillips Academy, Andover 1973 — 1977
Shasta Partners, LLC November 2009 - Present
Deutsche Bank Securities 1999 - 2006
BT Alex Brown 1997 - 1999
Alex Brown & Sons 1990 - 1996
Credit Suisse First Boston 1986 - 1989
Education
The Tuck School of Business at Dartmouth 1984 — 1986
MBA
University of Pennsylvania 1977 — 1981
BS, Economics
Phillips Academy, Andover 1973 — 1977
Stephanie Whitten Stephanie Whitten's Credit Suisse First Boston Experience July 1996 - May 2000
Job Pastry Cook
Industry Restaurants
Experience
BKLYN Larder December 2010 - September 2013
Baked NYC November 2008 - March 2010
Becasse (Sydney, Australia) October 2007 - March 2008
Chanterelle September 2006 - January 2007
The River Cafe March 2003 - July 2006
Deutsche Bank May 2000 - April 2002
Credit Suisse First Boston July 1996 - May 2000
Education
Wellesley College 1992 — 1996
B.A., Mathematics
The University of Edinburgh 1994 — 1995
junior year study abroad
The French Culinary Institute 2002 — 2003
Diploma, Pastry Arts
Penn State Ice Cream Short Course
BKLYN Larder December 2010 - September 2013
Baked NYC November 2008 - March 2010
Becasse (Sydney, Australia) October 2007 - March 2008
Chanterelle September 2006 - January 2007
The River Cafe March 2003 - July 2006
Deutsche Bank May 2000 - April 2002
Credit Suisse First Boston July 1996 - May 2000
Education
Wellesley College 1992 — 1996
B.A., Mathematics
The University of Edinburgh 1994 — 1995
junior year study abroad
The French Culinary Institute 2002 — 2003
Diploma, Pastry Arts
Penn State Ice Cream Short Course
Vernon Whitaker Vernon Whitaker's Credit Suisse First Boston Experience March 2001 - September 2001
Job
Industry Information Technology and Services
Experience
EFCO USA Distributors, Inc October 2008 - Present
SF PC DOCTOR February 2004 - Present
CH2M Hill October 2002 - January 2004
Credit Suisse First Boston March 2001 - September 2001
Olympian Oil / CFN November 1999 - February 2001
New United Motor Manufacturing, Inc. January 1998 - January 1999
General Motors, Delphi Harrison Div. January 1996 - August 1997
General Motors, Delphi Harrison Div. January 1995 - February 1996
Education
San Francisco City College 2001 — 2003
CCNA
University at Buffalo 1991 — 1995
Masters
State University of New York College at Buffalo 1985 — 1990
B.S.
EFCO USA Distributors, Inc October 2008 - Present
SF PC DOCTOR February 2004 - Present
CH2M Hill October 2002 - January 2004
Credit Suisse First Boston March 2001 - September 2001
Olympian Oil / CFN November 1999 - February 2001
New United Motor Manufacturing, Inc. January 1998 - January 1999
General Motors, Delphi Harrison Div. January 1996 - August 1997
General Motors, Delphi Harrison Div. January 1995 - February 1996
Education
San Francisco City College 2001 — 2003
CCNA
University at Buffalo 1991 — 1995
Masters
State University of New York College at Buffalo 1985 — 1990
B.S.
Lee Olesky's Credit Suisse First Boston Experience 1993 - 1999
Job Chief Executive Officer at Tradeweb Markets LLC
Industry Financial Services
Experience
Tradeweb Markets LLC 2002 - Present
BrokerTec 1999 - 2002
Credit Suisse First Boston 1993 - 1999
Skills
Fixed Income, Equities, Electronic Trading, Investment Banking, Derivatives
Education
The George Washington University Law School 1984 — 1987
Juris Doctorate (JD)
Tulane University 1980 — 1984
Bachelor of Arts (B.A.), History
UCL 1982 — 1983
Tradeweb Markets LLC 2002 - Present
BrokerTec 1999 - 2002
Credit Suisse First Boston 1993 - 1999
Skills
Fixed Income, Equities, Electronic Trading, Investment Banking, Derivatives
Education
The George Washington University Law School 1984 — 1987
Juris Doctorate (JD)
Tulane University 1980 — 1984
Bachelor of Arts (B.A.), History
UCL 1982 — 1983
Chris Cerimele Chris Cerimele's Credit Suisse First Boston Experience August 1999 - April 2002
Job Managing Director at Balmoral Advisors, LLC
Industry Investment Banking
Experience
Balmoral Advisors, LLC July 2014 - Present
East West Copolymer LLC July 2014 - Present
Grace Matthews, Inc. July 2013 - July 2014
Houlihan Lokey March 2010 - June 2013
Lincoln International November 2002 - March 2010
Credit Suisse First Boston August 1999 - April 2002
Sony Pictures Entertainment 1995 - 1997
KPMG Peat Marwick 1993 - 1995
Skills
Mergers & Acquisitions, Mergers, Private Equity, Valuation, Due Diligence, Divestitures, Capital Markets, Investment Banking, Corporate Finance, Entrepreneurship, Investments, Finance, M&A experience, Restructuring, Corporate Development, LBO, Business Valuation, Growth Capital, Cross-border...
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Organizational Behavior
University of Southern California 1989 — 1993
BS, Accounting
Balmoral Advisors, LLC July 2014 - Present
East West Copolymer LLC July 2014 - Present
Grace Matthews, Inc. July 2013 - July 2014
Houlihan Lokey March 2010 - June 2013
Lincoln International November 2002 - March 2010
Credit Suisse First Boston August 1999 - April 2002
Sony Pictures Entertainment 1995 - 1997
KPMG Peat Marwick 1993 - 1995
Skills
Mergers & Acquisitions, Mergers, Private Equity, Valuation, Due Diligence, Divestitures, Capital Markets, Investment Banking, Corporate Finance, Entrepreneurship, Investments, Finance, M&A experience, Restructuring, Corporate Development, LBO, Business Valuation, Growth Capital, Cross-border...
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Organizational Behavior
University of Southern California 1989 — 1993
BS, Accounting
Dan Heflin Dan Heflin's Credit Suisse First Boston Experience September 1990 - June 1993
Job Chief Executive Officer and Chief Investment Officer at Torchlight Investors
Industry Investment Management
Experience
Torchlight Investors May 1995 - Present
Ocwen Financial Corporation June 1993 - April 1995
Credit Suisse First Boston September 1990 - June 1993
Arthur Andersen September 1986 - September 1990
Education
London School of Economics and Political Science 1991 — 1992
Masters of Science, Economics
Texas Christian University 1982 — 1986
Bachelors of Science, Accounting
Torchlight Investors May 1995 - Present
Ocwen Financial Corporation June 1993 - April 1995
Credit Suisse First Boston September 1990 - June 1993
Arthur Andersen September 1986 - September 1990
Education
London School of Economics and Political Science 1991 — 1992
Masters of Science, Economics
Texas Christian University 1982 — 1986
Bachelors of Science, Accounting
Matt Giordano Matt Giordano's Credit Suisse First Boston Experience March 2000 - September 2005
Job Partner at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PwC September 2008 - June 2014
PricewaterhouseCoopers September 2005 - September 2008
Credit Suisse First Boston March 2000 - September 2005
Skills
Treasury, Internal Controls, Sarbanes-Oxley Act, SAS70, IT Audit, Enterprise Risk..., Auditing, External Audit, Big 4, Operational Risk..., Assurance, Governance
Education
St. Joseph's College 1991 — 1995
PwC July 2014 - Present
PwC September 2008 - June 2014
PricewaterhouseCoopers September 2005 - September 2008
Credit Suisse First Boston March 2000 - September 2005
Skills
Treasury, Internal Controls, Sarbanes-Oxley Act, SAS70, IT Audit, Enterprise Risk..., Auditing, External Audit, Big 4, Operational Risk..., Assurance, Governance
Education
St. Joseph's College 1991 — 1995
Debra A. Valledolmo Debra A. Valledolmo's Credit Suisse First Boston Experience January 2000 - December 2001
Job Consultant at Con Edison
Industry Financial Services
Experience
Con Edison Company of New York 2011 - Present
School Leadership Team, Public School 26 December 2009 - September 2011
Credit Suisse First Boston January 2000 - December 2001
Credit Suisse First Boston, Pershing Division March 1997 - November 2001
Credit Suisse First Boston, Pershing Division March 1996 - January 1997
Trecom Business Systems January 1995 - January 1996
IBM Corporation June 1988 - November 1994
Education
Stevens Institute of Technology 1991 — 1994
Master of Science, Business
Stevens Institute of Technology
Bachelor of Engineering degree, Materials and Metallurgical Engineering
Moore Catholic High School
Securities Industry Institute at the Wharton School, University of Pennsylvania
Con Edison Company of New York 2011 - Present
School Leadership Team, Public School 26 December 2009 - September 2011
Credit Suisse First Boston January 2000 - December 2001
Credit Suisse First Boston, Pershing Division March 1997 - November 2001
Credit Suisse First Boston, Pershing Division March 1996 - January 1997
Trecom Business Systems January 1995 - January 1996
IBM Corporation June 1988 - November 1994
Education
Stevens Institute of Technology 1991 — 1994
Master of Science, Business
Stevens Institute of Technology
Bachelor of Engineering degree, Materials and Metallurgical Engineering
Moore Catholic High School
Securities Industry Institute at the Wharton School, University of Pennsylvania
Nate Good Nate Good's Credit Suisse First Boston Experience July 2000 - July 2002
Job Partner at Prairie Capital LP
Industry Venture Capital & Private Equity
Experience
Prairie Capital LP August 2002 - Present
Credit Suisse First Boston July 2000 - July 2002
Skills
Due Diligence, Investments, Portfolio Management, Management, Negotiation, Private Equity, Mergers & Acquisitions, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, LBO, Corporate Development, Business Valuation, M&A experience, Divestitures, Investment Banking, Capital Raising, Buyouts, Leveraged Finance, Private Placements
Education
The University of Chicago - Booth School of Business 2005 — 2008
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (BS), Accountancy
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science, Accounting
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science, Accounting
Prairie Capital LP August 2002 - Present
Credit Suisse First Boston July 2000 - July 2002
Skills
Due Diligence, Investments, Portfolio Management, Management, Negotiation, Private Equity, Mergers & Acquisitions, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, LBO, Corporate Development, Business Valuation, M&A experience, Divestitures, Investment Banking, Capital Raising, Buyouts, Leveraged Finance, Private Placements
Education
The University of Chicago - Booth School of Business 2005 — 2008
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (BS), Accountancy
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science, Accounting
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science, Accounting
Michael Misantone Michael Misantone's Credit Suisse First Boston Experience August 2001 - April 2002
Job Managing Director at KippsDeSanto & Co.
Industry Financial Services
Experience
KippsDeSanto & Co. August 2008 - Present
Wachovia Securities May 2006 - August 2008
Jefferies & Company April 2002 - May 2006
Credit Suisse First Boston August 2001 - April 2002
Quarterdeck Investment Partners 1998 - 1999
Goldman Sachs July 1996 - June 1998
Skills
Mergers, Strategy, Valuation, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Financial Analysis, LBO, Mergers & Acquisitions, Defense, Capital Markets, Finance, Technical Analysis, Market Analysis, Operations Management, Equity Trading, Integration, Investments, Competitive Intelligence
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Virginia 1992 — 1996
BA, Economics, Spanish
KippsDeSanto & Co. August 2008 - Present
Wachovia Securities May 2006 - August 2008
Jefferies & Company April 2002 - May 2006
Credit Suisse First Boston August 2001 - April 2002
Quarterdeck Investment Partners 1998 - 1999
Goldman Sachs July 1996 - June 1998
Skills
Mergers, Strategy, Valuation, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Financial Analysis, LBO, Mergers & Acquisitions, Defense, Capital Markets, Finance, Technical Analysis, Market Analysis, Operations Management, Equity Trading, Integration, Investments, Competitive Intelligence
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Virginia 1992 — 1996
BA, Economics, Spanish
Ajoy Reddi Ajoy Reddi's Credit Suisse First Boston Experience 1999 - 2000
Job International Equity Analyst at Fred Alger Management
Industry Investment Management
Experience
Fred Alger Management 2013 - Present
Allianz Global Investors 2009 - 2012
William Blair & Company 2007 - 2009
Franklin Templeton Investments 2005 - 2007
C.E. Unterberg Towbin 2001 - 2003
Credit Suisse First Boston 1999 - 2000
PricewaterhouseCoopers LLP 1997 - 1999
Skills
International Small Cap..., International Equities, Emerging Markets, Portfolio Management, European Equities, Financial Modeling, Investments, Investment Banking, Capital Markets, Financial Research, Due Diligence, Hedge Funds, Fixed Income, Equity Research, Equities, International, Alternative Investments, Equity Valuation, Small Cap, DCF, Institutional..., Mutual Funds, Technology Equity..., Healthcare Equity..., Japanese Equities, Asian Equities, Investment Management, Asset Management
Education
University of Chicago Booth School of Business
MBA, Accounting, Finance and Entrepreneurship
The Johns Hopkins University
BA, International Relations
Bethesda Chevy-Chase HS
Fred Alger Management 2013 - Present
Allianz Global Investors 2009 - 2012
William Blair & Company 2007 - 2009
Franklin Templeton Investments 2005 - 2007
C.E. Unterberg Towbin 2001 - 2003
Credit Suisse First Boston 1999 - 2000
PricewaterhouseCoopers LLP 1997 - 1999
Skills
International Small Cap..., International Equities, Emerging Markets, Portfolio Management, European Equities, Financial Modeling, Investments, Investment Banking, Capital Markets, Financial Research, Due Diligence, Hedge Funds, Fixed Income, Equity Research, Equities, International, Alternative Investments, Equity Valuation, Small Cap, DCF, Institutional..., Mutual Funds, Technology Equity..., Healthcare Equity..., Japanese Equities, Asian Equities, Investment Management, Asset Management
Education
University of Chicago Booth School of Business
MBA, Accounting, Finance and Entrepreneurship
The Johns Hopkins University
BA, International Relations
Bethesda Chevy-Chase HS
Eisha Cheng's Credit Suisse First Boston Experience 1996 - 1999
Job Broker: Real Estate and Business Assets Sales at RE/MAX
Industry Real Estate
Experience
RE/MAX 2014 - Present
Royal Pacific Realty 2010 - 2014
RE/MAX 2007 - 2009
Private Consultant 2004 - 2007
Lehman Brothers 1999 - 2004
Credit Suisse First Boston 1996 - 1999
Lehman Brothers 1993 - 1996
Skills
Sellers, Condos, Investment Properties, Real Estate Transactions, Investors, Residential Homes
Education
CFA Chartered Financial Analyst
The University of British Columbia
BComm, Logistics and Marketing
RE/MAX 2014 - Present
Royal Pacific Realty 2010 - 2014
RE/MAX 2007 - 2009
Private Consultant 2004 - 2007
Lehman Brothers 1999 - 2004
Credit Suisse First Boston 1996 - 1999
Lehman Brothers 1993 - 1996
Skills
Sellers, Condos, Investment Properties, Real Estate Transactions, Investors, Residential Homes
Education
CFA Chartered Financial Analyst
The University of British Columbia
BComm, Logistics and Marketing
Alex Silverman Alex Silverman's Credit Suisse First Boston Experience November 2000 - January 2004
Job Managing Member at Stuyvesant Brook Partners
Industry Financial Services
Experience
Stuyvesant Brook Partners January 2010 - Present
Mortgage Bank Start-up April 2008 - October 2009
WaMu Capital Corp July 2004 - September 2007
Credit Suisse First Boston November 2000 - January 2004
DLJ August 1994 - November 2000
Smith Barney October 1986 - June 1994
Periphonics Corporation January 1983 - October 1986
Skills
Equities, Valuation, Structured Finance, Start-ups, Fixed Income, Derivatives, Credit Analysis, MBS
Education
State University of New York at Stony Brook 1977 — 1982
MS/BS, Computer Science
Stuyvesant Brook Partners January 2010 - Present
Mortgage Bank Start-up April 2008 - October 2009
WaMu Capital Corp July 2004 - September 2007
Credit Suisse First Boston November 2000 - January 2004
DLJ August 1994 - November 2000
Smith Barney October 1986 - June 1994
Periphonics Corporation January 1983 - October 1986
Skills
Equities, Valuation, Structured Finance, Start-ups, Fixed Income, Derivatives, Credit Analysis, MBS
Education
State University of New York at Stony Brook 1977 — 1982
MS/BS, Computer Science
Rick Nuñez, Ph.D. Rick Nuñez, Ph.D.'s Credit Suisse First Boston Experience February 1996 - September 1999
Job Associate Professor at Ramapo College of New Jersey
Industry Higher Education
Experience
Ramapo College of New Jersey August 2015 - Present
Morphos Quantify January 2005 - Present
Montclair State University July 2013 - July 2015
Ramapo College of New Jersey July 2009 - July 2013
Saint Peter's College August 2006 - July 2009
Felician College January 2005 - July 2006
Stevens Institute of Technology August 2001 - May 2005
Cambridge Technology Partners (CTP) / Novell October 1999 - August 2001
Stevens Institute of Technology September 2000 - December 2000
Credit Suisse First Boston February 1996 - September 1999
Skills
Entrepreneurship, Teaching, Research, Entrepreneur, Higher Education, Public Speaking, SPSS, Management Consulting, Leadership Development, Organizational..., Data Analysis, Spanish, Market Research, Business Strategy, Online Marketing, Start-ups, Analysis, Leadership, Management, Strategy, Training, Nonprofits, Product Development, Fundraising, Social Media, Staff Development, Coaching, Social Networking, Program Management, Event Planning, Public Relations, Program Development, Grant Writing, Qualitative Research
Education
Stevens Institute of Technology 1998 — 2005
PhD, Technology / Innovation Management
Stevens Institute of Technology 1989 — 1992
MS, Technology / Innovation Management
Ramapo College of New Jersey August 2015 - Present
Morphos Quantify January 2005 - Present
Montclair State University July 2013 - July 2015
Ramapo College of New Jersey July 2009 - July 2013
Saint Peter's College August 2006 - July 2009
Felician College January 2005 - July 2006
Stevens Institute of Technology August 2001 - May 2005
Cambridge Technology Partners (CTP) / Novell October 1999 - August 2001
Stevens Institute of Technology September 2000 - December 2000
Credit Suisse First Boston February 1996 - September 1999
Skills
Entrepreneurship, Teaching, Research, Entrepreneur, Higher Education, Public Speaking, SPSS, Management Consulting, Leadership Development, Organizational..., Data Analysis, Spanish, Market Research, Business Strategy, Online Marketing, Start-ups, Analysis, Leadership, Management, Strategy, Training, Nonprofits, Product Development, Fundraising, Social Media, Staff Development, Coaching, Social Networking, Program Management, Event Planning, Public Relations, Program Development, Grant Writing, Qualitative Research
Education
Stevens Institute of Technology 1998 — 2005
PhD, Technology / Innovation Management
Stevens Institute of Technology 1989 — 1992
MS, Technology / Innovation Management
Amanda Ussak's Credit Suisse First Boston Experience June 2008 - August 2008
Job Master's Candidate, International Policy, Stanford University
Industry Public Policy
Experience
Catholic Relief Services June 2015 - Present
Portland March 2015 - Present
Marriott International January 2014 - January 2015
The Fulbright Program January 2013 - December 2013
U.S. Department of State November 2011 - December 2012
U.S. Department of State May 2010 - November 2011
U.S. Department of State January 2010 - May 2010
Credit Suisse First Boston June 2008 - August 2008
U.S. Department of State February 2008 - May 2008
Skills
French, Politics, International Education, Foreign Policy, Editing, Policy, International Relations, Political Science, Public Policy, Policy Analysis, Community Outreach
Education
Stanford University 2014 — 2016
Master's Degree, International Policy, 3.8
The George Washington University 2006 — 2010
BA, International Affairs, Political Science, cum laude, Special Thesis Honors
American University Center of Provence 2009 — 2009
Continuing Student, French, Middle Eastern Studies, Arabic
The University of Freiburg 2007 — 2007
Continuing Student, European Union
Edison High School 2002 — 2006
Catholic Relief Services June 2015 - Present
Portland March 2015 - Present
Marriott International January 2014 - January 2015
The Fulbright Program January 2013 - December 2013
U.S. Department of State November 2011 - December 2012
U.S. Department of State May 2010 - November 2011
U.S. Department of State January 2010 - May 2010
Credit Suisse First Boston June 2008 - August 2008
U.S. Department of State February 2008 - May 2008
Skills
French, Politics, International Education, Foreign Policy, Editing, Policy, International Relations, Political Science, Public Policy, Policy Analysis, Community Outreach
Education
Stanford University 2014 — 2016
Master's Degree, International Policy, 3.8
The George Washington University 2006 — 2010
BA, International Affairs, Political Science, cum laude, Special Thesis Honors
American University Center of Provence 2009 — 2009
Continuing Student, French, Middle Eastern Studies, Arabic
The University of Freiburg 2007 — 2007
Continuing Student, European Union
Edison High School 2002 — 2006
Jenny Barker's Credit Suisse First Boston Experience September 1999 - April 2002
Job Strategy Consultant at FHI 360
Industry Nonprofit Organization Management
Experience
FHI 360 February 2015 - Present
Personal October 2014 - Present
FHI 360 November 2009 - May 2014
AED June 2005 - October 2009
IDEA 2008 - 2008
U.S. House of Representatives 2002 - 2004
Credit Suisse First Boston September 1999 - April 2002
New York University September 2000 - June 2001
Skills
Grants, International..., Non-profits, Grant Writing, Program Evaluation, Research, Social Marketing, Behavior Change..., Program Management, Fisheries Management, HIV prevention, girls' education, monitoring and..., Education, NGOs, Sustainability, Capacity Building, Nonprofits
Education
The George Washington University 2004 — 2006
MPA, International Development Management
University of Missouri-Kansas City 1994 — 1998
BA, Communication Studies
FHI 360 February 2015 - Present
Personal October 2014 - Present
FHI 360 November 2009 - May 2014
AED June 2005 - October 2009
IDEA 2008 - 2008
U.S. House of Representatives 2002 - 2004
Credit Suisse First Boston September 1999 - April 2002
New York University September 2000 - June 2001
Skills
Grants, International..., Non-profits, Grant Writing, Program Evaluation, Research, Social Marketing, Behavior Change..., Program Management, Fisheries Management, HIV prevention, girls' education, monitoring and..., Education, NGOs, Sustainability, Capacity Building, Nonprofits
Education
The George Washington University 2004 — 2006
MPA, International Development Management
University of Missouri-Kansas City 1994 — 1998
BA, Communication Studies
Robert Kaiser's Credit Suisse First Boston Experience 2001 - 2003
Job Managing Director, Business Continuity, Information Continuity, and Security at BNP Paribas
Industry Financial Services
Experience
BNP Paribas October 2013 - Present
Bank of America January 2009 - October 2013
Merrill Lynch April 2007 - January 2009
Bank of New York Mellon 2003 - 2007
Pershing 1995 - 2007
Credit Suisse First Boston 2001 - 2003
DLJ 1995 - 2001
Hoffmann LaRoche 1985 - 1995
Amerada Hess 1984 - 1985
Education
Stevens Institute of Technology 1990 — 1995
Master's, Technology Management
Stevens Institute of Technology 1980 — 1984
Bachelor's, Chemistry
BNP Paribas October 2013 - Present
Bank of America January 2009 - October 2013
Merrill Lynch April 2007 - January 2009
Bank of New York Mellon 2003 - 2007
Pershing 1995 - 2007
Credit Suisse First Boston 2001 - 2003
DLJ 1995 - 2001
Hoffmann LaRoche 1985 - 1995
Amerada Hess 1984 - 1985
Education
Stevens Institute of Technology 1990 — 1995
Master's, Technology Management
Stevens Institute of Technology 1980 — 1984
Bachelor's, Chemistry
Mary Anne Guediguian's Credit Suisse First Boston Experience July 2004 - July 2007
Job Vice President at PIMCO
Industry Investment Management
Experience
PIMCO August 2011 - Present
America Needs You 2013 - 2015
PIMCO June 2010 - August 2010
Credit Suisse July 2004 - May 2009
Credit Suisse First Boston July 2004 - July 2007
Credit Suisse First Boston June 2003 - August 2003
Skills
Fixed Income, Derivatives, Equities, Trading, Economics, Interest Rate..., Credit Derivatives, Volatility, Strategy, Asset Management, Investments, Financial Analysis, Hedge Funds, Alternative Investments, Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Entrepreneurship, Finance, Strategic Management
The University of Chicago 2000 — 2004
Bachelor of Arts (B.A.), Economics, Political Science
PIMCO August 2011 - Present
America Needs You 2013 - 2015
PIMCO June 2010 - August 2010
Credit Suisse July 2004 - May 2009
Credit Suisse First Boston July 2004 - July 2007
Credit Suisse First Boston June 2003 - August 2003
Skills
Fixed Income, Derivatives, Equities, Trading, Economics, Interest Rate..., Credit Derivatives, Volatility, Strategy, Asset Management, Investments, Financial Analysis, Hedge Funds, Alternative Investments, Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Entrepreneurship, Finance, Strategic Management
The University of Chicago 2000 — 2004
Bachelor of Arts (B.A.), Economics, Political Science
Mechelle Ferguson Thomas Mechelle Ferguson Thomas's Credit Suisse First Boston Experience 2001 - 2002
Job Director, Internal Audit and Corporate Risk Management
Industry Accounting
Experience
North American Electric Reliability Corporation July 2012 - Present
Ernst & Young October 2002 - July 2012
Credit Suisse First Boston 2001 - 2002
CIGNA 1999 - 2001
KPMG 1995 - 1999
Skills
Internal Audit, SOX, Enterprise Risk..., J-SOX, Internal Controls, COSO, Audit, Compliance, Risk Assessment, Risk Advisory, Process Reviews
Education
Temple University - Fox School of Business and Management 1989 — 1995
BBA, Accounting
North American Electric Reliability Corporation July 2012 - Present
Ernst & Young October 2002 - July 2012
Credit Suisse First Boston 2001 - 2002
CIGNA 1999 - 2001
KPMG 1995 - 1999
Skills
Internal Audit, SOX, Enterprise Risk..., J-SOX, Internal Controls, COSO, Audit, Compliance, Risk Assessment, Risk Advisory, Process Reviews
Education
Temple University - Fox School of Business and Management 1989 — 1995
BBA, Accounting
Michael Schnitzler, CBPA's Credit Suisse First Boston Experience 1976 - 1981
Job Certified Business Performance Advisor at Insperity
Industry Human Resources
Experience
Insperity May 2007 - Present
Productive Strategies, Inc, January 2006 - April 2007
Marcus Evans, Inc. 1999 - 2006
Quantum Financial Corporation 1991 - 1999
Lemont Savings 1988 - 1992
Balcor 1984 - 1989
Credit Suisse First Boston 1976 - 1981
Skills
Management Consulting, Strategic Planning, Lead Generation, Executive Management, New Business Development, Recruiting, Salesforce.com, Sales, Strategy, Business Development, Sales Process, Management, Human Resources, Leadership, Entrepreneurship, Employee Benefits, Performance Management, Team Building, CRM, Business Intelligence, Sales Management, Business Strategy, Forecasting, Organizational..., Marketing, Small Business, Training, Leadership Development
Education
The University of Chicago Booth School of Business 1974 — 1976
MBA, Finance
University of Pittsburgh 1970 — 1974
BA, BS, Economics, Mathematics
Insperity May 2007 - Present
Productive Strategies, Inc, January 2006 - April 2007
Marcus Evans, Inc. 1999 - 2006
Quantum Financial Corporation 1991 - 1999
Lemont Savings 1988 - 1992
Balcor 1984 - 1989
Credit Suisse First Boston 1976 - 1981
Skills
Management Consulting, Strategic Planning, Lead Generation, Executive Management, New Business Development, Recruiting, Salesforce.com, Sales, Strategy, Business Development, Sales Process, Management, Human Resources, Leadership, Entrepreneurship, Employee Benefits, Performance Management, Team Building, CRM, Business Intelligence, Sales Management, Business Strategy, Forecasting, Organizational..., Marketing, Small Business, Training, Leadership Development
Education
The University of Chicago Booth School of Business 1974 — 1976
MBA, Finance
University of Pittsburgh 1970 — 1974
BA, BS, Economics, Mathematics
Mark Blazejeski's Credit Suisse First Boston Experience November 1993 - February 2002
Job is defending your debt and preserving your credit rating!
Industry Information Technology and Services
Experience
First Data /CS Technology 2015 - Present
North Shore-LIJ Health System June 2011 - February 2015
Reliable Office Systems (Canon) September 2007 - June 2011
Greater New York City Area February 2002 - September 2007
Credit Suisse First Boston November 1993 - February 2002
Shearson Lehman Brothers February 1986 - October 1993
Skills
Project Management, Telecommunications, Vendor Management, Data Center, Software Documentation, Disaster Recovery, Project Planning, Program Management, Troubleshooting, Software Project..., IT Service Management, Networking, ITIL, Team Building, IT Strategy, Cloud Computing, Business Analysis, Outsourcing, SDLC, Team Leadership, Service Delivery, Hardware, Security, IT Management, Change Management, PMO, Process Improvement, Business Process, Project Delivery, Requirements Analysis, IT Operations, Integration, Leadership, Project Portfolio..., System Administration, Management, Infrastructure, Governance, Consulting, Risk Management
Education
New York University 1989 — 1990
certificate, Telecomm Management coursework
State University of New York College at Oswego 1978 — 1981
BA, Communications
First Data /CS Technology 2015 - Present
North Shore-LIJ Health System June 2011 - February 2015
Reliable Office Systems (Canon) September 2007 - June 2011
Greater New York City Area February 2002 - September 2007
Credit Suisse First Boston November 1993 - February 2002
Shearson Lehman Brothers February 1986 - October 1993
Skills
Project Management, Telecommunications, Vendor Management, Data Center, Software Documentation, Disaster Recovery, Project Planning, Program Management, Troubleshooting, Software Project..., IT Service Management, Networking, ITIL, Team Building, IT Strategy, Cloud Computing, Business Analysis, Outsourcing, SDLC, Team Leadership, Service Delivery, Hardware, Security, IT Management, Change Management, PMO, Process Improvement, Business Process, Project Delivery, Requirements Analysis, IT Operations, Integration, Leadership, Project Portfolio..., System Administration, Management, Infrastructure, Governance, Consulting, Risk Management
Education
New York University 1989 — 1990
certificate, Telecomm Management coursework
State University of New York College at Oswego 1978 — 1981
BA, Communications
William Burkett William Burkett's Credit Suisse First Boston Experience 1978 - 1981
Job CEO & Owner Evans Consoles Corporation
Industry Furniture
Experience
Evans Consoles January 2003 - Present
CM Equity Partners September 1998 - Present
Burkett & Company, Inc. January 1989 - Present
Takata Corporation January 1989 - Present
Security Properties, Inc January 1981 - Present
Specialty Finance Trust August 2007 - July 2009
Ramgen Power Systems September 1998 - October 2008
Innovative Art / Portal Publications November 2004 - June 2008
McKinsey & Co., Inc. 1983 - 1988
Credit Suisse First Boston 1978 - 1981
Education
Yale University - Yale School of Management
MBA
Stanford University 1974 — 1978
BA, Economics with honors
Evans Consoles January 2003 - Present
CM Equity Partners September 1998 - Present
Burkett & Company, Inc. January 1989 - Present
Takata Corporation January 1989 - Present
Security Properties, Inc January 1981 - Present
Specialty Finance Trust August 2007 - July 2009
Ramgen Power Systems September 1998 - October 2008
Innovative Art / Portal Publications November 2004 - June 2008
McKinsey & Co., Inc. 1983 - 1988
Credit Suisse First Boston 1978 - 1981
Education
Yale University - Yale School of Management
MBA
Stanford University 1974 — 1978
BA, Economics with honors
Roderick Rivera Roderick Rivera's Credit Suisse First Boston Experience 1996 - 2001
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB 2014 - Present
RBS Citizens Financial Group 2010 - 2014
Dresner Partners 2008 - 2010
Jefferies & Company 2006 - 2008
CIBC World Markets 2001 - 2006
Credit Suisse First Boston 1996 - 2001
Citi 1990 - 1996
United States Navy 1980 - 1988
Skills
Healthcare, Leveraged Finance, Investment Banking, Private Equity, Series 63, Series 24, series 79, Series 7, Capital Markets, Corporate Development, FINRA, Finance, Investments, Equities, Mergers & Acquisitions, Corporate Finance, Mergers, Valuation, Venture Capital
Education
Stanford University Graduate School of Business 1988 — 1990
MBA
University of Southern California 1985 — 1987
MS, Systems Management
United States Naval Academy
BS, Chemistry
Headwaters MB 2014 - Present
RBS Citizens Financial Group 2010 - 2014
Dresner Partners 2008 - 2010
Jefferies & Company 2006 - 2008
CIBC World Markets 2001 - 2006
Credit Suisse First Boston 1996 - 2001
Citi 1990 - 1996
United States Navy 1980 - 1988
Skills
Healthcare, Leveraged Finance, Investment Banking, Private Equity, Series 63, Series 24, series 79, Series 7, Capital Markets, Corporate Development, FINRA, Finance, Investments, Equities, Mergers & Acquisitions, Corporate Finance, Mergers, Valuation, Venture Capital
Education
Stanford University Graduate School of Business 1988 — 1990
MBA
University of Southern California 1985 — 1987
MS, Systems Management
United States Naval Academy
BS, Chemistry
Joe France's Credit Suisse First Boston Experience July 1996 - March 2003
Job Managing Director at Cantor Fitzgerald
Industry Research
Experience
Cantor Fitzgerald October 2011 - Present
Gleacher & Company April 2010 - August 2011
Lenrock Management April 2008 - April 2010
Banc of America Securities March 2003 - February 2008
Credit Suisse First Boston July 1996 - March 2003
Dillon Read Capital Management June 1995 - July 1996
Merrill Lynch March 1993 - June 1995
Smith Barney August 1982 - March 1993
First National Bank of Chicago November 1980 - August 1982
Skills
Valuation, Portfolio Management, Equities, Investments, Management, Alternative Investments, Equity Research, Asset Management, Business Valuation, Investment Banking, Hedge Funds, Capital Markets, Series 7, Financial Analysis, Strategy, Private Equity, Bloomberg, Financial Modeling, Strategic Planning, Business Strategy, Finance
Education
The University of Kansas 1978 — 1980
MBA
The University of Kansas 1971 — 1977
BS, Pharmacy
Cantor Fitzgerald October 2011 - Present
Gleacher & Company April 2010 - August 2011
Lenrock Management April 2008 - April 2010
Banc of America Securities March 2003 - February 2008
Credit Suisse First Boston July 1996 - March 2003
Dillon Read Capital Management June 1995 - July 1996
Merrill Lynch March 1993 - June 1995
Smith Barney August 1982 - March 1993
First National Bank of Chicago November 1980 - August 1982
Skills
Valuation, Portfolio Management, Equities, Investments, Management, Alternative Investments, Equity Research, Asset Management, Business Valuation, Investment Banking, Hedge Funds, Capital Markets, Series 7, Financial Analysis, Strategy, Private Equity, Bloomberg, Financial Modeling, Strategic Planning, Business Strategy, Finance
Education
The University of Kansas 1978 — 1980
MBA
The University of Kansas 1971 — 1977
BS, Pharmacy
Travis Bowie Travis Bowie's Credit Suisse First Boston Experience 1997 - 1998
Job Product management executive w/ successful track record of building web & mobile offerings for consumers and enterprise
Industry Internet
Experience
Skype 2012 - 2015
Microsoft 2009 - 2012
Goldman Sachs 2008 - 2008
Intuit 2006 - 2007
Yahoo! 2001 - 2006
Student Advantage 2000 - 2001
College411 (Acquired by Student Advantage) 1998 - 2000
Credit Suisse First Boston 1997 - 1998
Federal Reserve Bank of Dallas 1997 - 1997
Zip2 Corp. (Acquired by Compaq / Alta Vista) 1996 - 1996
Skills
Product Management, Mergers, Valuation, Business Planning, Strategic Partnerships, Product Marketing, Analytics, Strategy, Start-ups, Corporate Development, E-commerce, Cross-functional Team..., Competitive Analysis, SaaS, Entrepreneurship, Business Development, Customer Acquisition, Cloud Computing, Financial Modeling, Market Research, Consumer, Management, Project Management, Tablets, Mobile Applications, Mobile Internet, Mobile Marketing, tablet applications, SEO, Product Design, Product Launch, Operations Management, Team Leadership, Leadership, Thought Leadership, SEM, Online Advertising, Search Advertising, Finance, Corporate Finance, Content Strategy, Social Media, Digital Media, Venture Capital, Product Development, Monetization, Integrated Marketing, Mergers & Acquisitions, Mobile Devices, Go-to-market Strategy
Education
Stanford University
Bachelor’s Degree, Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance, General Management
Skype 2012 - 2015
Microsoft 2009 - 2012
Goldman Sachs 2008 - 2008
Intuit 2006 - 2007
Yahoo! 2001 - 2006
Student Advantage 2000 - 2001
College411 (Acquired by Student Advantage) 1998 - 2000
Credit Suisse First Boston 1997 - 1998
Federal Reserve Bank of Dallas 1997 - 1997
Zip2 Corp. (Acquired by Compaq / Alta Vista) 1996 - 1996
Skills
Product Management, Mergers, Valuation, Business Planning, Strategic Partnerships, Product Marketing, Analytics, Strategy, Start-ups, Corporate Development, E-commerce, Cross-functional Team..., Competitive Analysis, SaaS, Entrepreneurship, Business Development, Customer Acquisition, Cloud Computing, Financial Modeling, Market Research, Consumer, Management, Project Management, Tablets, Mobile Applications, Mobile Internet, Mobile Marketing, tablet applications, SEO, Product Design, Product Launch, Operations Management, Team Leadership, Leadership, Thought Leadership, SEM, Online Advertising, Search Advertising, Finance, Corporate Finance, Content Strategy, Social Media, Digital Media, Venture Capital, Product Development, Monetization, Integrated Marketing, Mergers & Acquisitions, Mobile Devices, Go-to-market Strategy
Education
Stanford University
Bachelor’s Degree, Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance, General Management
Lisa DeConto Lisa DeConto's Credit Suisse First Boston Experience 1985 - 1989
Job Executive Director at Russell Reynolds Associates
Industry Staffing and Recruiting
Experience
Russell Reynolds Associates 2014 - Present
76 Search Partners LLC 2010 - 2014
Heidrick & Struggles August 2008 - 2010
75 Search Partners LLC 2004 - 2008
Putnam Investments 2000 - 2004
TMP / Lamalie Amrop / Westgate Group 1998 - 2000
Boston Institutional Services 1993 - 1998
Kidder Peabody 1989 - 1991
Credit Suisse First Boston 1985 - 1989
Skills
Executive Search, Fixed Income, Investment Management, Financial Services, Talent Acquisition, Executive Coaching, Recruiting, Equities, Risk Management, Asset Managment, Relationship Cultivation
Education
St. Lawrence University 1980 — 1984
Bachelor of Arts (BA), English
Institute for Professional Excellence in Coaching (iPEC)
Certified Professional Coach
Russell Reynolds Associates 2014 - Present
76 Search Partners LLC 2010 - 2014
Heidrick & Struggles August 2008 - 2010
75 Search Partners LLC 2004 - 2008
Putnam Investments 2000 - 2004
TMP / Lamalie Amrop / Westgate Group 1998 - 2000
Boston Institutional Services 1993 - 1998
Kidder Peabody 1989 - 1991
Credit Suisse First Boston 1985 - 1989
Skills
Executive Search, Fixed Income, Investment Management, Financial Services, Talent Acquisition, Executive Coaching, Recruiting, Equities, Risk Management, Asset Managment, Relationship Cultivation
Education
St. Lawrence University 1980 — 1984
Bachelor of Arts (BA), English
Institute for Professional Excellence in Coaching (iPEC)
Certified Professional Coach
Erik Davidson, CFA Erik Davidson, CFA's Credit Suisse First Boston Experience 1988 - 1996
Job Chief Investment Officer, EVP Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank 2004 - Present
Separate Account Solutions, Inc. 2000 - 2004
Franklin Templeton Group 1997 - 2000
Credit Suisse First Boston 1988 - 1996
Skills
Portfolio Management, Trading, Leadership, Wealth Management, Investments, Asset Allocation, Asset Management, Alternative Investments, Equities, Fixed Income, Mutual Funds, Investment Advisory, Investment Strategies, Hedge Funds, Strategic Financial...
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), International Finance
St. Olaf College
Bachelor’s Degree, Economics
Waseda University
International Division (Kokusaibu), Economics and Japanese
Wells Fargo Private Bank 2004 - Present
Separate Account Solutions, Inc. 2000 - 2004
Franklin Templeton Group 1997 - 2000
Credit Suisse First Boston 1988 - 1996
Skills
Portfolio Management, Trading, Leadership, Wealth Management, Investments, Asset Allocation, Asset Management, Alternative Investments, Equities, Fixed Income, Mutual Funds, Investment Advisory, Investment Strategies, Hedge Funds, Strategic Financial...
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), International Finance
St. Olaf College
Bachelor’s Degree, Economics
Waseda University
International Division (Kokusaibu), Economics and Japanese
Rob Valli Rob Valli's Credit Suisse First Boston Experience April 1986 - February 1995
Job Dean, College of Management LIU Post
Industry Management Consulting
Experience
LIU Post June 2015 - Present
Illinois Business Consulting January 2011 - June 2015
University of Cambridge September 2003 - 2009
Kauffman Foundation January 2006 - December 2006
Kauffman Foundation January 2005 - December 2005
Clickmarks, Inc. December 2001 - January 2003
One River December 1999 - December 2001
Montgomery Securities April 1997 - December 1999
Cambridge Partners, LLC May 1995 - March 1997
Credit Suisse First Boston April 1986 - February 1995
Skills
Technology Transfer, Technology Development, Entrepreneurial..., Entrepreneurship..., Investment Banking, Start-up Operations, New Venture Development, Entrepreneurship, Start-ups, Strategic Partnerships, Program Management, Leadership, Strategy, Biotechnology, Business Development, Competitive Analysis, Sales, Venture Capital, Consulting, Enterprise Software, Management Consulting, Management, Strategic Planning, Business Strategy
Education
University of Cambridge 2003 — 2008
Doctorate, Engineering Technology Management
Stanford University Graduate School of Business 1995 — 1995
Stanford Executive Program
University of California, Berkeley 1978 — 1982
BA, Mass Communications
LIU Post June 2015 - Present
Illinois Business Consulting January 2011 - June 2015
University of Cambridge September 2003 - 2009
Kauffman Foundation January 2006 - December 2006
Kauffman Foundation January 2005 - December 2005
Clickmarks, Inc. December 2001 - January 2003
One River December 1999 - December 2001
Montgomery Securities April 1997 - December 1999
Cambridge Partners, LLC May 1995 - March 1997
Credit Suisse First Boston April 1986 - February 1995
Skills
Technology Transfer, Technology Development, Entrepreneurial..., Entrepreneurship..., Investment Banking, Start-up Operations, New Venture Development, Entrepreneurship, Start-ups, Strategic Partnerships, Program Management, Leadership, Strategy, Biotechnology, Business Development, Competitive Analysis, Sales, Venture Capital, Consulting, Enterprise Software, Management Consulting, Management, Strategic Planning, Business Strategy
Education
University of Cambridge 2003 — 2008
Doctorate, Engineering Technology Management
Stanford University Graduate School of Business 1995 — 1995
Stanford Executive Program
University of California, Berkeley 1978 — 1982
BA, Mass Communications
Brian S. Riordan's Credit Suisse First Boston Experience September 2000 - December 2002
Job Global Brand Marketing Expert. Business Strategist.
Industry Marketing and Advertising
Experience
750 Argyle Street, LLC June 2013 - Present
FTI Consulting December 2009 - June 2013
Yahoo! July 2008 - February 2009
Bank of America July 2006 - July 2008
John Allan's men's grooming February 2003 - January 2006
Credit Suisse First Boston September 2000 - December 2002
Deutsch July 1999 - September 2000
BBDO July 1997 - July 1999
Tierney June 1995 - July 1997
Skills
Integrated Marketing, Advertising, Strategy, Business Strategy, Marketing Strategy, Creative Direction, Social Media Marketing, Public Relations, Creative Strategy, Digital Media, Beauty Industry, Publicity, Brand Architecture, Marketing Communications, Brand Development, Media Relations, Copywriting, E-commerce, Email Marketing, Social Media, Photography, Corporate Communications, Thought Leadership, High Net Worth..., Content Strategy, Competitive Analysis, Business Development, New Business Development, Entrepreneurship, Sponsorship, Interactive Marketing, Website Development, Retail, Fashion, Market Research, Marketing Management, Direct Marketing, Online Marketing, Mobile Marketing, Lead Generation, Sales, Positioning, Brand Awareness, SEO, Media Planning, Google Analytics, Press Releases, Crisis Communications, Event Management, Strategic Planning
Education
Ursinus College 1991 — 1995
BA, Communication Arts / Business Administration
International Center of Photography 2009 — 2011
The New School 2000 — 2002
Non-Fiction Writing
750 Argyle Street, LLC June 2013 - Present
FTI Consulting December 2009 - June 2013
Yahoo! July 2008 - February 2009
Bank of America July 2006 - July 2008
John Allan's men's grooming February 2003 - January 2006
Credit Suisse First Boston September 2000 - December 2002
Deutsch July 1999 - September 2000
BBDO July 1997 - July 1999
Tierney June 1995 - July 1997
Skills
Integrated Marketing, Advertising, Strategy, Business Strategy, Marketing Strategy, Creative Direction, Social Media Marketing, Public Relations, Creative Strategy, Digital Media, Beauty Industry, Publicity, Brand Architecture, Marketing Communications, Brand Development, Media Relations, Copywriting, E-commerce, Email Marketing, Social Media, Photography, Corporate Communications, Thought Leadership, High Net Worth..., Content Strategy, Competitive Analysis, Business Development, New Business Development, Entrepreneurship, Sponsorship, Interactive Marketing, Website Development, Retail, Fashion, Market Research, Marketing Management, Direct Marketing, Online Marketing, Mobile Marketing, Lead Generation, Sales, Positioning, Brand Awareness, SEO, Media Planning, Google Analytics, Press Releases, Crisis Communications, Event Management, Strategic Planning
Education
Ursinus College 1991 — 1995
BA, Communication Arts / Business Administration
International Center of Photography 2009 — 2011
The New School 2000 — 2002
Non-Fiction Writing
Bethney Ruggiero, CMP Bethney Ruggiero, CMP's Credit Suisse First Boston Experience 1997 - 2000
Job Event Executive
Industry Marketing and Advertising
Experience
Strategic Event Design May 2001 - Present
Bentonville Film Festival October 2014 - May 2015
Credit Suisse First Boston 1997 - 2000
Salomon Smith Barney 1996 - 1997
Moving Products - 1996 Summer Olympic Games in Atlanta, GA 1996 - 1997
Morgan Stanley 1992 - 1996
Skills
Event Management, Corporate Events, Sports, Strategy, Online Marketing, Marketing, Strategic Planning, Hospitality, Event Planning, New Business Development, Digital Marketing, Entertainment, Social Media, Advertising, Brand Management, Media Relations, Program Management, Social Networking, Corporate Communications, Trade Shows, Sales, Video Production, Television, Budgets, Customer Service, Copywriting, Press Releases, Public Speaking, Business Development, Public Relations, Online Advertising, Time Management, Brand Development, Blogging, Business Strategy, Lead Generation, Social Media Marketing, Digital Media, Fundraising, Entrepreneurship, New Media, Tourism, Marketing Strategy, Relationship Marketing, Email Marketing, Digital Strategy, Sponsorship, Creative Direction, Marketing Communications, Direct Marketing
Education
The George Washington University 1988 — 1992
Strategic Event Design May 2001 - Present
Bentonville Film Festival October 2014 - May 2015
Credit Suisse First Boston 1997 - 2000
Salomon Smith Barney 1996 - 1997
Moving Products - 1996 Summer Olympic Games in Atlanta, GA 1996 - 1997
Morgan Stanley 1992 - 1996
Skills
Event Management, Corporate Events, Sports, Strategy, Online Marketing, Marketing, Strategic Planning, Hospitality, Event Planning, New Business Development, Digital Marketing, Entertainment, Social Media, Advertising, Brand Management, Media Relations, Program Management, Social Networking, Corporate Communications, Trade Shows, Sales, Video Production, Television, Budgets, Customer Service, Copywriting, Press Releases, Public Speaking, Business Development, Public Relations, Online Advertising, Time Management, Brand Development, Blogging, Business Strategy, Lead Generation, Social Media Marketing, Digital Media, Fundraising, Entrepreneurship, New Media, Tourism, Marketing Strategy, Relationship Marketing, Email Marketing, Digital Strategy, Sponsorship, Creative Direction, Marketing Communications, Direct Marketing
Education
The George Washington University 1988 — 1992
Santiago Rizzo's Credit Suisse First Boston Experience 2004 - 2005
Job Managing Partner at Outlier Capital Management
Industry Investment Management
Experience
Outlier Capital Management 2010 - Present
Straus Partners 2007 - 2010
Intrepid Capital 2005 - 2007
Credit Suisse First Boston 2004 - 2005
Skills
Investment Banking, Hedge Funds, Investments, Equities, Alternative Investments, Venture Capital, Asset Management, Equity Research
Education
Stanford University 1999 — 2003
BA, Economics, minor in Psychology
Outlier Capital Management 2010 - Present
Straus Partners 2007 - 2010
Intrepid Capital 2005 - 2007
Credit Suisse First Boston 2004 - 2005
Skills
Investment Banking, Hedge Funds, Investments, Equities, Alternative Investments, Venture Capital, Asset Management, Equity Research
Education
Stanford University 1999 — 2003
BA, Economics, minor in Psychology
Rick W. Liu's Credit Suisse First Boston Experience 2003 - 2004
Job Portfolio Manager High Yield at HSBC Global Asset Management
Industry Investment Management
Experience
HSBC Global Asset Management 2011 - Present
HSBC Global Asset Management 2005 - 2011
HSBC 2005 - 2005
HSBC 2004 - 2005
Credit Suisse First Boston 2003 - 2004
Skills
High Yield, Special Situations, Fixed Income, Credit, Alternative Investments, Distressed Debt, Debt Markets, Portfolio Management, Chinese, Capital Structure, Restructuring, Financial Modeling, Hedge Funds, Valuation, Asset Management, Investments, Investment Strategies, Asset Allocation, Bonds
Education
The University of British Columbia 1999 — 2003
Bachelor of Commerce, Finance (Honors)
HSBC Global Asset Management 2011 - Present
HSBC Global Asset Management 2005 - 2011
HSBC 2005 - 2005
HSBC 2004 - 2005
Credit Suisse First Boston 2003 - 2004
Skills
High Yield, Special Situations, Fixed Income, Credit, Alternative Investments, Distressed Debt, Debt Markets, Portfolio Management, Chinese, Capital Structure, Restructuring, Financial Modeling, Hedge Funds, Valuation, Asset Management, Investments, Investment Strategies, Asset Allocation, Bonds
Education
The University of British Columbia 1999 — 2003
Bachelor of Commerce, Finance (Honors)
Victoria Dimitrakopoulos Victoria Dimitrakopoulos's Credit Suisse First Boston Experience April 1998 - March 2000
Job Consultant at Egon Zehnder
Industry Human Resources
Experience
Egon Zehnder June 2007 - Present
The Boston Consulting Group 2002 - 2006
Credit Suisse First Boston April 1998 - March 2000
UBS Investment Bank September 1996 - April 1998
Skills
Management Consulting, Mergers, Business Strategy, Corporate Development, Pricing, Start-ups, Mergers & Acquisitions, Organizational Design, Strategy, Corporate Finance, Strategic Consulting, Financial Services, Business Transformation, Leadership, Consulting, Management, Analytics, Business Development, Acquisition Integration
Education
Stanford University Graduate School of Business 2000 — 2002
MBA, Master in Business Administration
University of Geneva 1991 — 1996
BSc and MSc, Econometrics and Mathematical Economics
Egon Zehnder June 2007 - Present
The Boston Consulting Group 2002 - 2006
Credit Suisse First Boston April 1998 - March 2000
UBS Investment Bank September 1996 - April 1998
Skills
Management Consulting, Mergers, Business Strategy, Corporate Development, Pricing, Start-ups, Mergers & Acquisitions, Organizational Design, Strategy, Corporate Finance, Strategic Consulting, Financial Services, Business Transformation, Leadership, Consulting, Management, Analytics, Business Development, Acquisition Integration
Education
Stanford University Graduate School of Business 2000 — 2002
MBA, Master in Business Administration
University of Geneva 1991 — 1996
BSc and MSc, Econometrics and Mathematical Economics
Rohan Chauhan, CFA's Credit Suisse First Boston Experience July 2010 - June 2012
Job Trader at Kepos Capital, L.P.
Industry Financial Services
Experience
Kepos Capital, L.P. June 2012 - Present
Credit Suisse First Boston July 2010 - June 2012
Credit Suisse June 2009 - September 2009
BrickHouse Security June 2008 - April 2009
Merrill Lynch November 2007 - March 2008
Skills
Equities, Options, Hedge Funds, Fixed Income, Global Macro, Electronic Trading, Futures Trading, Systematic Trading, Alternative Investments, Trading Systems, Equity Derivatives
Education
The Cooper Union for the Advancement of Science and Art 2009 — 2010
Master of Engineering
The Cooper Union for the Advancement of Science and Art 2005 — 2009
Bachelor of Engineering
Kepos Capital, L.P. June 2012 - Present
Credit Suisse First Boston July 2010 - June 2012
Credit Suisse June 2009 - September 2009
BrickHouse Security June 2008 - April 2009
Merrill Lynch November 2007 - March 2008
Skills
Equities, Options, Hedge Funds, Fixed Income, Global Macro, Electronic Trading, Futures Trading, Systematic Trading, Alternative Investments, Trading Systems, Equity Derivatives
Education
The Cooper Union for the Advancement of Science and Art 2009 — 2010
Master of Engineering
The Cooper Union for the Advancement of Science and Art 2005 — 2009
Bachelor of Engineering
Rohit Nagpal Rohit Nagpal's Credit Suisse First Boston Experience 2006 - 2006
Job Citadel Asset Management
Industry Financial Services
Experience
Citadel Investment Group 2009 - Present
Citadel Investment Group May 2008 - August 2008
Morgan Stanley, IBD, Media and Telecommunications May 2007 - August 2007
Credit Suisse First Boston 2006 - 2006
Skills
Equities, Investments, Strategy, Financial Modeling, Valuation, Hedge Funds, Private Equity, Investment Banking, Bloomberg, Equity Research, Capital Markets, Fixed Income, Emerging Markets
Education
University of Pennsylvania 2004 — 2008
BSE, Chemical Engineering
University of Pennsylvania - The Wharton School 2004 — 2008
M&T, Finance, Chemical Engineering
The Hong Kong University of Science and Technology 2006 — 2006
ChemE - Semester Abroad
Citadel Investment Group 2009 - Present
Citadel Investment Group May 2008 - August 2008
Morgan Stanley, IBD, Media and Telecommunications May 2007 - August 2007
Credit Suisse First Boston 2006 - 2006
Skills
Equities, Investments, Strategy, Financial Modeling, Valuation, Hedge Funds, Private Equity, Investment Banking, Bloomberg, Equity Research, Capital Markets, Fixed Income, Emerging Markets
Education
University of Pennsylvania 2004 — 2008
BSE, Chemical Engineering
University of Pennsylvania - The Wharton School 2004 — 2008
M&T, Finance, Chemical Engineering
The Hong Kong University of Science and Technology 2006 — 2006
ChemE - Semester Abroad
Andy Kiang Andy Kiang's Credit Suisse First Boston Experience March 2000 - June 2005
Job Product Management
Industry Internet
Experience
Interana July 2015 - Present
Twitter September 2013 - December 2014
Box May 2012 - August 2013
Box March 2011 - May 2012
Yahoo! January 2010 - December 2010
Yahoo! 2007 - 2009
Lucasfilm July 2007 - August 2007
Satisfaction Unlimited January 2007 - April 2007
Adaptive Path May 2006 - August 2006
Credit Suisse First Boston March 2000 - June 2005
Skills
User Experience, Product Development, Competitive Analysis, Strategic Planning, Product Management, Start-ups, Market Research, Enterprise Software, Salesforce.com, Cloud Computing, SaaS, Business Development, Cross-functional Team..., Management, Agile Methodologies, Leadership, Strategic Partnerships, Product Marketing, Analytics, Integration, Go-to-market Strategy, Mobile Devices
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
MBA
Stanford University
Bachelor’s Degree
Interana July 2015 - Present
Twitter September 2013 - December 2014
Box May 2012 - August 2013
Box March 2011 - May 2012
Yahoo! January 2010 - December 2010
Yahoo! 2007 - 2009
Lucasfilm July 2007 - August 2007
Satisfaction Unlimited January 2007 - April 2007
Adaptive Path May 2006 - August 2006
Credit Suisse First Boston March 2000 - June 2005
Skills
User Experience, Product Development, Competitive Analysis, Strategic Planning, Product Management, Start-ups, Market Research, Enterprise Software, Salesforce.com, Cloud Computing, SaaS, Business Development, Cross-functional Team..., Management, Agile Methodologies, Leadership, Strategic Partnerships, Product Marketing, Analytics, Integration, Go-to-market Strategy, Mobile Devices
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
MBA
Stanford University
Bachelor’s Degree
Janice Hall Janice Hall's Credit Suisse First Boston Experience June 1993 - September 1993
Job
Industry Financial Services
Experience
Beam Reach Capital July 2007 - Present
Merrill Lynch July 2005 - July 2007
Merrill Lynch Investment Managers January 1999 - July 2005
Merrill Lynch January 1998 - January 1999
Merrill Lynch Europe February 1995 - January 1998
Merrill Lynch August 1994 - February 1995
Credit Suisse First Boston June 1993 - September 1993
Benham Capital Management Group April 1988 - May 1992
Vestek Systems Inc September 1987 - April 1988
ANSER February 1985 - December 1985
Skills
Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Alternative Investments, Investments, Equities, Derivatives, Structured Products, Fixed Income, Investment Banking, Trading, Bloomberg, Mutual Funds, Series 7, Capital Markets, Asset Management, Bonds, Due Diligence, Fund Of Funds, Investment Management, Trading Strategies, Asset Allocation, Funding, Restructuring, Swaps, Strategy, Investment Strategies, Emerging Markets, Securitization, Options, Financial Markets, Equity Research, Securities, Private Equity
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance and International Management
The Joseph H. Lauder Institute of Management & International Studies, University of Pennsylvania 1992 — 1994
MA, Concentration in European Management and French
Stanford University 1985 — 1988
MS EES, Engineering-Economics Systems
University of Michigan 1980 — 1984
BS IOE, Industrial and Operations Engineering - Operations Research
Beam Reach Capital July 2007 - Present
Merrill Lynch July 2005 - July 2007
Merrill Lynch Investment Managers January 1999 - July 2005
Merrill Lynch January 1998 - January 1999
Merrill Lynch Europe February 1995 - January 1998
Merrill Lynch August 1994 - February 1995
Credit Suisse First Boston June 1993 - September 1993
Benham Capital Management Group April 1988 - May 1992
Vestek Systems Inc September 1987 - April 1988
ANSER February 1985 - December 1985
Skills
Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Alternative Investments, Investments, Equities, Derivatives, Structured Products, Fixed Income, Investment Banking, Trading, Bloomberg, Mutual Funds, Series 7, Capital Markets, Asset Management, Bonds, Due Diligence, Fund Of Funds, Investment Management, Trading Strategies, Asset Allocation, Funding, Restructuring, Swaps, Strategy, Investment Strategies, Emerging Markets, Securitization, Options, Financial Markets, Equity Research, Securities, Private Equity
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance and International Management
The Joseph H. Lauder Institute of Management & International Studies, University of Pennsylvania 1992 — 1994
MA, Concentration in European Management and French
Stanford University 1985 — 1988
MS EES, Engineering-Economics Systems
University of Michigan 1980 — 1984
BS IOE, Industrial and Operations Engineering - Operations Research
Carlos Iitsuka's Credit Suisse First Boston Experience 1994 - 1999
Job
Industry Hospital & Health Care
Experience
UMass Memorial Health Care September 2014 - Present
CHRISTUS Health August 2010 - September 2014
PineRidge Partners December 2006 - October 2009
Shinsei Bank July 2006 - December 2006
Salomon Smith Barney July 2001 - July 2006
Credit Suisse First Boston 1994 - 1999
Skills
Mergers, Financial Analysis, Healthcare, Negotiation, New Business Development, Business Planning, Budgeting, Excel, Competitive Analysis, Microsoft Office, Corporate Finance, Due Diligence, Business Analysis, Capital Markets, Strategy Development, Venture Capital, Restructuring, Team Building, Fundraising, Financial Modeling, Non-profits, Mergers & Acquisitions, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
University of Southern California 1992 — 1996
BA, Economics, International Relations
UMass Memorial Health Care September 2014 - Present
CHRISTUS Health August 2010 - September 2014
PineRidge Partners December 2006 - October 2009
Shinsei Bank July 2006 - December 2006
Salomon Smith Barney July 2001 - July 2006
Credit Suisse First Boston 1994 - 1999
Skills
Mergers, Financial Analysis, Healthcare, Negotiation, New Business Development, Business Planning, Budgeting, Excel, Competitive Analysis, Microsoft Office, Corporate Finance, Due Diligence, Business Analysis, Capital Markets, Strategy Development, Venture Capital, Restructuring, Team Building, Fundraising, Financial Modeling, Non-profits, Mergers & Acquisitions, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
University of Southern California 1992 — 1996
BA, Economics, International Relations
Lorene Voskinarian's Credit Suisse First Boston Experience June 2000 - July 2001
Job Business Systems Analyst BI Specialist
Industry Information Technology and Services
Experience
Moda Health August 2014 - Present
Powderroom.net March 2003 - Present
Xerox March 2013 - August 2014
Infosys November 2012 - March 2013
OptumInsight August 2007 - October 2012
Credit Suisse June 2000 - November 2006
Credit Suisse First Boston June 2000 - July 2001
Skills
Microstrategy, Writing, Data Analysis, Analytics, Microsoft Office, Microsoft Excel, Problem Solving, Social Media Marketing, Strategic Planning, Social Media, PowerPoint, Analysis of business..., Problem Analysis, Software Documentation, SDLC
Education
Stevens Institute of Technology
Bachelor of Engineering
Moda Health August 2014 - Present
Powderroom.net March 2003 - Present
Xerox March 2013 - August 2014
Infosys November 2012 - March 2013
OptumInsight August 2007 - October 2012
Credit Suisse June 2000 - November 2006
Credit Suisse First Boston June 2000 - July 2001
Skills
Microstrategy, Writing, Data Analysis, Analytics, Microsoft Office, Microsoft Excel, Problem Solving, Social Media Marketing, Strategic Planning, Social Media, PowerPoint, Analysis of business..., Problem Analysis, Software Documentation, SDLC
Education
Stevens Institute of Technology
Bachelor of Engineering
Karén Chaltikian's Credit Suisse First Boston Experience 1999 - 2000
Job Director at BlackRock
Industry Investment Management
Experience
BlackRock December 2009 - Present
Barclays Global Investors December 2003 - Present
Barclays Global Investors July 2001 - November 2003
Credit Suisse First Boston 1999 - 2000
Barclays Capital 1997 - 1999
Skills
Fixed Income, Equities, Portfolio Management, Trading, Options, Derivatives, Hedge Funds, Investments, Quantitative Finance, Asset Management, R, Bonds, Trading Systems, Quantitative Analytics, Data Mining, Credit Derivatives, Financial Modeling, C++, CDS, Capital Markets
Education
CFA Institute 2003 — 2005
CFA, Finance
Stanford University 1993 — 1997
PhD, Theoretical Physics
Moscow Institute of Physics and Technology (aka Phystech) 1985 — 1991
MS, Physics
BlackRock December 2009 - Present
Barclays Global Investors December 2003 - Present
Barclays Global Investors July 2001 - November 2003
Credit Suisse First Boston 1999 - 2000
Barclays Capital 1997 - 1999
Skills
Fixed Income, Equities, Portfolio Management, Trading, Options, Derivatives, Hedge Funds, Investments, Quantitative Finance, Asset Management, R, Bonds, Trading Systems, Quantitative Analytics, Data Mining, Credit Derivatives, Financial Modeling, C++, CDS, Capital Markets
Education
CFA Institute 2003 — 2005
CFA, Finance
Stanford University 1993 — 1997
PhD, Theoretical Physics
Moscow Institute of Physics and Technology (aka Phystech) 1985 — 1991
MS, Physics
Ahsan Malik's Credit Suisse First Boston Experience July 2003 - August 2005
Job Experienced Business Operations Leader
Industry Internet
Experience
App Annie July 2015 - Present
PunchTab December 2011 - July 2015
Hightail July 2010 - November 2011
Passport Capital January 2010 - May 2010
Truaxis, Inc - A MasterCard Company June 2009 - August 2009
Hightail January 2008 - June 2008
Alloy Ventures September 2005 - January 2008
Credit Suisse First Boston July 2003 - August 2005
Skills
Start-ups, Business Strategy, Mergers, Financial Analysis, Finance, Venture Capital, Financial Modeling, Corporate Development, Entrepreneurship, Due Diligence, Investments, Competitive Analysis, Strategic Partnerships, SaaS, E-commerce, Analytics, Mergers & Acquisitions, Management, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2010
MBA
Stanford University 1999 — 2003
BA
App Annie July 2015 - Present
PunchTab December 2011 - July 2015
Hightail July 2010 - November 2011
Passport Capital January 2010 - May 2010
Truaxis, Inc - A MasterCard Company June 2009 - August 2009
Hightail January 2008 - June 2008
Alloy Ventures September 2005 - January 2008
Credit Suisse First Boston July 2003 - August 2005
Skills
Start-ups, Business Strategy, Mergers, Financial Analysis, Finance, Venture Capital, Financial Modeling, Corporate Development, Entrepreneurship, Due Diligence, Investments, Competitive Analysis, Strategic Partnerships, SaaS, E-commerce, Analytics, Mergers & Acquisitions, Management, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2010
MBA
Stanford University 1999 — 2003
BA
Matt Vitamante's Credit Suisse First Boston Experience February 1996 - March 1999
Job Investor Relations, Startups, Incubators, Next Gen Funding Platform
Industry Venture Capital & Private Equity
Experience
INSEEC October 2007 - October 2014
Venture Consultant & Advisor October 2007 - December 2013
Sustainable life Media April 2006 - January 2008
Merriman Curhan & Ford March 2003 - September 2006
SG Cowen & Co April 1999 - October 2001
Credit Suisse First Boston February 1996 - March 1999
Skills
Venture Capital, Sustainability, Corporate Development, Business Strategy, Cleantech, Entrepreneurship, Renewable Energy, Angel Investing, Trading, Finance, Start-ups, Capital, Due Diligence, Private Equity, Mergers & Acquisitions, Strategy, Investments
Education
Syracuse University
Bachelor of Science, Economics/Philosophy
INSEEC October 2007 - October 2014
Venture Consultant & Advisor October 2007 - December 2013
Sustainable life Media April 2006 - January 2008
Merriman Curhan & Ford March 2003 - September 2006
SG Cowen & Co April 1999 - October 2001
Credit Suisse First Boston February 1996 - March 1999
Skills
Venture Capital, Sustainability, Corporate Development, Business Strategy, Cleantech, Entrepreneurship, Renewable Energy, Angel Investing, Trading, Finance, Start-ups, Capital, Due Diligence, Private Equity, Mergers & Acquisitions, Strategy, Investments
Education
Syracuse University
Bachelor of Science, Economics/Philosophy
Jacky Lee's Credit Suisse First Boston Experience August 2002 - Present
Job at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2008 - Present
Credit Suisse First Boston August 2002 - Present
Morgan Stanley Dean Witter September 1998 - July 2002
Skills
Credit Derivatives, Quantitative Finance, Fixed Income, Structured Products, Derivatives, Equity Derivatives
Education
Stanford University 1994 — 1998
PhD, Operations Research
University of Auckland 1990 — 1994
BSc, Applied Mathematics
Credit Suisse January 2008 - Present
Credit Suisse First Boston August 2002 - Present
Morgan Stanley Dean Witter September 1998 - July 2002
Skills
Credit Derivatives, Quantitative Finance, Fixed Income, Structured Products, Derivatives, Equity Derivatives
Education
Stanford University 1994 — 1998
PhD, Operations Research
University of Auckland 1990 — 1994
BSc, Applied Mathematics
Gretchen Nieto Giovanini's Credit Suisse First Boston Experience 1994 - 1997
Job at
Industry Retail
Experience
Fossil 2013 - Present
JCPenney 2012 - 2013
JCPenney 2009 - 2012
J.C. Penney Company, Inc. 2007 - 2009
Ann Taylor 2006 - 2007
EDS 2005 - 2006
Bain & Company 1999 - 2004
Credit Suisse First Boston 1994 - 1997
Skills
Business Strategy, Assortment, E-commerce, Retail, Merchandising, Strategic Planning, Multi-channel Retail
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1999
MBA
University of Notre Dame 1990 — 1994
BBA, Finance and Computer Applications
Fossil 2013 - Present
JCPenney 2012 - 2013
JCPenney 2009 - 2012
J.C. Penney Company, Inc. 2007 - 2009
Ann Taylor 2006 - 2007
EDS 2005 - 2006
Bain & Company 1999 - 2004
Credit Suisse First Boston 1994 - 1997
Skills
Business Strategy, Assortment, E-commerce, Retail, Merchandising, Strategic Planning, Multi-channel Retail
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1999
MBA
University of Notre Dame 1990 — 1994
BBA, Finance and Computer Applications
A. Rama Krishna's Credit Suisse First Boston Experience 1987 - 1993
Job Founder and Chief Investment Officer at ARGA Investment Management, LP
Industry Investment Management
Experience
ARGA Investment Management, LP January 2010 - Present
Pzena Investment Management September 2003 - August 2009
Citigroup Asset Management 1998 - 2003
AllianceBernstein 1993 - 1998
Credit Suisse First Boston 1987 - 1993
Education
University of Michigan - Rackham School of Graduate Studies 1984 — 1987
MA in Asian Studies, Japan Specialization
University of Michigan - Stephen M. Ross School of Business 1984 — 1987
MBA
St. Stephen's College 1981 — 1984
BA (Hons), Economics
Timpany School 1969 — 1981
Indian School Certificate
ARGA Investment Management, LP January 2010 - Present
Pzena Investment Management September 2003 - August 2009
Citigroup Asset Management 1998 - 2003
AllianceBernstein 1993 - 1998
Credit Suisse First Boston 1987 - 1993
Education
University of Michigan - Rackham School of Graduate Studies 1984 — 1987
MA in Asian Studies, Japan Specialization
University of Michigan - Stephen M. Ross School of Business 1984 — 1987
MBA
St. Stephen's College 1981 — 1984
BA (Hons), Economics
Timpany School 1969 — 1981
Indian School Certificate
Stuart Landau, PE, MIRSE's Credit Suisse First Boston Experience October 1998 - September 2000
Job Railway Signal and Train Control Engineer at CH2M
Industry Transportation/Trucking/Railroad
Experience
CH2M August 2011 - Present
Booz Allen Hamilton February 2010 - August 2011
JP Morgan Chase July 2005 - February 2010
Barclays Capital July 2004 - July 2005
Merrill Lynch October 2000 - June 2004
Credit Suisse First Boston October 1998 - September 2000
SIAC December 1996 - September 1998
Port Authority Trans-Hudson (PATH) Corp. February 1992 - December 1996
CBS Television Network January 1988 - January 1992
Skills
Signalling, Public Transport, Railway, Testing, Commissioning, Systems Engineering, Engineering, Engineering Management, SDLC
Education
The Cooper Union for the Advancement of Science and Art 1982 — 1986
BE, Electrical Engineering
The Bronx High School of Science 1978 — 1982
CH2M August 2011 - Present
Booz Allen Hamilton February 2010 - August 2011
JP Morgan Chase July 2005 - February 2010
Barclays Capital July 2004 - July 2005
Merrill Lynch October 2000 - June 2004
Credit Suisse First Boston October 1998 - September 2000
SIAC December 1996 - September 1998
Port Authority Trans-Hudson (PATH) Corp. February 1992 - December 1996
CBS Television Network January 1988 - January 1992
Skills
Signalling, Public Transport, Railway, Testing, Commissioning, Systems Engineering, Engineering, Engineering Management, SDLC
Education
The Cooper Union for the Advancement of Science and Art 1982 — 1986
BE, Electrical Engineering
The Bronx High School of Science 1978 — 1982
Drew Poyner's Credit Suisse First Boston Experience 1987 - 1997
Job Vice President Electronic Trading at Daiwa Securities America
Industry Financial Services
Experience
Daiwa Securities America FIX ConnectivityMorgan StanleyMay 2000 - August 2006
CSFB 1987 - 2000
Credit Suisse First Boston 1987 - 1997
Education
The College of New Jersey 1975 — 1979
BA, Computer Science
Tennessee Technological University 1975 — 1977
Daiwa Securities America FIX ConnectivityMorgan StanleyMay 2000 - August 2006
CSFB 1987 - 2000
Credit Suisse First Boston 1987 - 1997
Education
The College of New Jersey 1975 — 1979
BA, Computer Science
Tennessee Technological University 1975 — 1977
Sergio Vera's Credit Suisse First Boston Experience June 1996 - June 2003
Job Executive Director, Head of Business Continuity Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2012 - Present
Morgan Stanley February 2009 - December 2011
Morgan Stanley August 2007 - December 2011
TD Ameritrade June 2003 - August 2007
Credit Suisse First Boston June 1996 - June 2003
Exxon Research & Engineering June 1990 - May 1996
US Army April 1984 - April 1986
Skills
Equities, SDLC, Vendor Management, Portfolio Management, Investment Banking, Business Continuity..., Risk Management, Risk Assessment, Technology Risk, Disaster Recovery, Process Improvement, Operational Efficiency, Program Management, Governance, Integration, Data Center, Business Process, Security, Business Analysis, Options, IT Strategy, Derivatives, Trading, Asset Management, PMO, Financial Services, Market Data, Electronic Trading, Capital Markets, Hedge Funds, Series 7, Banking, Financial Markets, Fixed Income, Trading Systems, Bloomberg, Securities
Education
Stevens Institute of Technology 1991 — 1993
Master, Telecommunications Management
Stevens Institute of Technology 1986 — 1990
Bachelor, Electrical Engineering
Morgan Stanley Wealth Management February 2012 - Present
Morgan Stanley February 2009 - December 2011
Morgan Stanley August 2007 - December 2011
TD Ameritrade June 2003 - August 2007
Credit Suisse First Boston June 1996 - June 2003
Exxon Research & Engineering June 1990 - May 1996
US Army April 1984 - April 1986
Skills
Equities, SDLC, Vendor Management, Portfolio Management, Investment Banking, Business Continuity..., Risk Management, Risk Assessment, Technology Risk, Disaster Recovery, Process Improvement, Operational Efficiency, Program Management, Governance, Integration, Data Center, Business Process, Security, Business Analysis, Options, IT Strategy, Derivatives, Trading, Asset Management, PMO, Financial Services, Market Data, Electronic Trading, Capital Markets, Hedge Funds, Series 7, Banking, Financial Markets, Fixed Income, Trading Systems, Bloomberg, Securities
Education
Stevens Institute of Technology 1991 — 1993
Master, Telecommunications Management
Stevens Institute of Technology 1986 — 1990
Bachelor, Electrical Engineering
Dod Wales's Credit Suisse First Boston Experience 2001 - 2004
Job Director, Strategy & CoInvestment
Industry Venture Capital & Private Equity
Experience
First Reserve Corporation July 2004 - Present
Credit Suisse First Boston 2001 - 2004
Skills
Business Strategy, Due Diligence, Private Equity, Financial Modeling, Mergers & Acquisitions, Investment Banking, Valuation, Investments, LBO, Venture Capital, M&A experience, Change Management, Corporate Finance, Alternative Investments
Education
Stanford University 1995 — 1999
A.B., History
Cincinnati St. Xavier 1991 — 1995
First Reserve Corporation July 2004 - Present
Credit Suisse First Boston 2001 - 2004
Skills
Business Strategy, Due Diligence, Private Equity, Financial Modeling, Mergers & Acquisitions, Investment Banking, Valuation, Investments, LBO, Venture Capital, M&A experience, Change Management, Corporate Finance, Alternative Investments
Education
Stanford University 1995 — 1999
A.B., History
Cincinnati St. Xavier 1991 — 1995
Deborah Dimasi's Credit Suisse First Boston Experience 1999 - 2001
Job Officer, Fundraising Operations at International Rescue Committee
Industry Fund-Raising
Experience
International Rescue Committee April 2013 - Present
International Rescue Committee September 2010 - March 2013
StoryCorps September 2008 - September 2010
Hudson Street Books 2004 - 2008
n/a 2001 - 2004
Credit Suisse First Boston 1999 - 2001
Skills
Training, Databases, Analysis, Research, Nonprofits, Fundraising, Grants, Grant Writing, Non-profits, Software Documentation, Database Admin, Budgets
Education
The Graduate Center, City University of New York 1993 — 1997
Musicology
Temple University 1989 — 1993
BM, Music Theory and History
International Rescue Committee April 2013 - Present
International Rescue Committee September 2010 - March 2013
StoryCorps September 2008 - September 2010
Hudson Street Books 2004 - 2008
n/a 2001 - 2004
Credit Suisse First Boston 1999 - 2001
Skills
Training, Databases, Analysis, Research, Nonprofits, Fundraising, Grants, Grant Writing, Non-profits, Software Documentation, Database Admin, Budgets
Education
The Graduate Center, City University of New York 1993 — 1997
Musicology
Temple University 1989 — 1993
BM, Music Theory and History
Davis, Dawn's Credit Suisse First Boston Experience 1987 - 1989
Job Publisher, Amistad, an imprint of HarperCollins
Industry Publishing
Experience
HarperCollins 2001 - Present
HarperCollins Publishers 2001 - September 2010
Random House, Inc. 1995 - 2001
Bertelsmann AG 1995 - 2001
CREDIT SUISSE FIRST BOSTON 1987 - 1989
Education
Stanford University
HarperCollins 2001 - Present
HarperCollins Publishers 2001 - September 2010
Random House, Inc. 1995 - 2001
Bertelsmann AG 1995 - 2001
CREDIT SUISSE FIRST BOSTON 1987 - 1989
Education
Stanford University
David Ruiz, PMP®'s Credit Suisse First Boston Experience May 1999 - December 2002
Job Senior Manager at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Financial Services
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas October 2012 - Present
Morgan Stanley Smith Barney April 2011 - April 2012
Bank of America September 2009 - March 2010
ICF Ironworks 2009 - 2010
Advanta February 2008 - September 2009
HSBC December 2002 - February 2008
Credit Suisse First Boston May 1999 - December 2002
Skills
Requirements Analysis, SDLC, Business Analysis, Software Project..., Business Process, Java, Oracle, SOA, Web Applications, IT Strategy, IT Service Management, Databases, CRM, Vendor Management, SQL, Project Delivery, JavaScript, C#, XML, Web Services, Data Warehousing, Integration, User Acceptance Testing, Architecture, Resource Management, Team Management, Scrum, PMO, Systems Analysis, Testing, PMP, Agile Methodologies, Banking, Cloud Computing, Business Process..., SharePoint, Microsoft SQL Server, Project Management, Quality Assurance, Business Intelligence, Strategic Planning, Software Development, Enterprise Architecture, Program Management, ITIL, IT Management, Visio, Risk Management, E-commerce, Business Requirements
Education
George Washington University School of Business 2006 — 2007
Masters Certificate in Project Management
Stevens Institute of Technology 1993 — 1999
BE, Computer Engineering
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas October 2012 - Present
Morgan Stanley Smith Barney April 2011 - April 2012
Bank of America September 2009 - March 2010
ICF Ironworks 2009 - 2010
Advanta February 2008 - September 2009
HSBC December 2002 - February 2008
Credit Suisse First Boston May 1999 - December 2002
Skills
Requirements Analysis, SDLC, Business Analysis, Software Project..., Business Process, Java, Oracle, SOA, Web Applications, IT Strategy, IT Service Management, Databases, CRM, Vendor Management, SQL, Project Delivery, JavaScript, C#, XML, Web Services, Data Warehousing, Integration, User Acceptance Testing, Architecture, Resource Management, Team Management, Scrum, PMO, Systems Analysis, Testing, PMP, Agile Methodologies, Banking, Cloud Computing, Business Process..., SharePoint, Microsoft SQL Server, Project Management, Quality Assurance, Business Intelligence, Strategic Planning, Software Development, Enterprise Architecture, Program Management, ITIL, IT Management, Visio, Risk Management, E-commerce, Business Requirements
Education
George Washington University School of Business 2006 — 2007
Masters Certificate in Project Management
Stevens Institute of Technology 1993 — 1999
BE, Computer Engineering
Suzanne Zhang's Credit Suisse First Boston Experience 1999 - 2001
Job IT Consultant at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase 2010 - December 2013
Merrill Lynch 2007 - 2009
UBS Investment Bank 2005 - 2007
Morgan Stanley 2004 - 2005
JAJ International 2002 - 2004
Goldman Sachs 2001 - 2001
Credit Suisse First Boston 1999 - 2001
Debevoise & Plimpton 1997 - 1999
Education
State University of New York at New Paltz
JP Morgan Chase 2010 - December 2013
Merrill Lynch 2007 - 2009
UBS Investment Bank 2005 - 2007
Morgan Stanley 2004 - 2005
JAJ International 2002 - 2004
Goldman Sachs 2001 - 2001
Credit Suisse First Boston 1999 - 2001
Debevoise & Plimpton 1997 - 1999
Education
State University of New York at New Paltz
David Golde's Credit Suisse First Boston Experience January 2004 - January 2006
Job Principal at Genstar Capital
Industry Venture Capital & Private Equity
Experience
Genstar Capital January 2015 - Present
Genstar Capital January 2013 - January 2015
Genstar Capital September 2010 - January 2013
Genstar Capital January 2006 - August 2008
Credit Suisse First Boston January 2004 - January 2006
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
University of Wisconsin-Madison - School of Business
Bachelor of Business Administration (BBA), Finance, General
Genstar Capital January 2015 - Present
Genstar Capital January 2013 - January 2015
Genstar Capital September 2010 - January 2013
Genstar Capital January 2006 - August 2008
Credit Suisse First Boston January 2004 - January 2006
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
University of Wisconsin-Madison - School of Business
Bachelor of Business Administration (BBA), Finance, General
Ryan Frick's Credit Suisse First Boston Experience 1997 - 2001
Job Managing Partner at Dorsal Capital Management
Industry Investment Management
Experience
Dorsal Capital Management February 2009 - Present
CR Intrinsic Investors December 2004 - November 2008
Credit Suisse First Boston 1997 - 2001
Education
Stanford University Graduate School of Business 2001 — 2003
MBA, Business
Stanford University 1993 — 1997
Dorsal Capital Management February 2009 - Present
CR Intrinsic Investors December 2004 - November 2008
Credit Suisse First Boston 1997 - 2001
Education
Stanford University Graduate School of Business 2001 — 2003
MBA, Business
Stanford University 1993 — 1997
Man-Sau Wally, CFA's Credit Suisse First Boston Experience 1900 - 1901
Job Director at Natixis North America
Industry Investment Banking
Experience
Natixis North America Inc. 2004 - Present
Natixis CIB 2004 - Present
Barclays Capital 2001 - 2003
Credit Suisse Financial Products 1997 - 2001
Credit Suisse First Boston 1900 - 1901
Education
The University of Sheffield 1985 — 1988
Bachelor of Arts (B.A.) Dual Degree, Economics and Business Finance & Accounting
Natixis North America Inc. 2004 - Present
Natixis CIB 2004 - Present
Barclays Capital 2001 - 2003
Credit Suisse Financial Products 1997 - 2001
Credit Suisse First Boston 1900 - 1901
Education
The University of Sheffield 1985 — 1988
Bachelor of Arts (B.A.) Dual Degree, Economics and Business Finance & Accounting
Man-Sau Yi's Credit Suisse First Boston Experience 1997 - 2000
Job Vice President at Investment bank in New York
Industry Investment Banking
Experience
Investment bank in New York AVPCredit Suisse First Boston2000 - 2005
Credit Suisse Financial Products 1997 - 2000
Credit Suisse First Boston 1997 - 2000
Smith New Court 1993 - 1996
smith new court 1991 - 1995
Education
The University of Sheffield 1985 — 1988
Investment bank in New York AVPCredit Suisse First Boston2000 - 2005
Credit Suisse Financial Products 1997 - 2000
Credit Suisse First Boston 1997 - 2000
Smith New Court 1993 - 1996
smith new court 1991 - 1995
Education
The University of Sheffield 1985 — 1988
Bryan Bowles's Credit Suisse First Boston Experience July 1996 - April 1998
Job Vice President Corporate Develoipment and M&A at Sony Corporation of America
Industry Entertainment
Experience
ITV May 2012 - Present
Sony Corporation of America November 2007 - May 2012
Sony Pictures Ent. 2000 - August 2011
Sony Pictures Television April 2005 - July 2007
Sony Pictures Entertainment 2005 - 2007
Sony Pictures Television January 2002 - April 2005
Sony Pictures Television December 2000 - July 2002
Union Bank of California June 1999 - December 2000
GE Capital April 1998 - June 1999
Credit Suisse First Boston July 1996 - April 1998
Skills
Corporate Development, Consumer Electronics, Strategy, Pay TV, Mergers & Acquisitions, Investment Banking, Digital Media, E-commerce, Finance, Start-ups, Digital Distribution, Strategic Partnerships, Business Development, Digital Strategy, Mergers, Television, New Media, Entertainment, Online Advertising, Digital Marketing, Competitive Analysis, Strategic Planning
Education
Stanford University 1992 — 1996
Economics
ITV May 2012 - Present
Sony Corporation of America November 2007 - May 2012
Sony Pictures Ent. 2000 - August 2011
Sony Pictures Television April 2005 - July 2007
Sony Pictures Entertainment 2005 - 2007
Sony Pictures Television January 2002 - April 2005
Sony Pictures Television December 2000 - July 2002
Union Bank of California June 1999 - December 2000
GE Capital April 1998 - June 1999
Credit Suisse First Boston July 1996 - April 1998
Skills
Corporate Development, Consumer Electronics, Strategy, Pay TV, Mergers & Acquisitions, Investment Banking, Digital Media, E-commerce, Finance, Start-ups, Digital Distribution, Strategic Partnerships, Business Development, Digital Strategy, Mergers, Television, New Media, Entertainment, Online Advertising, Digital Marketing, Competitive Analysis, Strategic Planning
Education
Stanford University 1992 — 1996
Economics
Ali Rosenthal's Credit Suisse First Boston Experience June 1997 - July 1999
Job Administrative Director at TLC
Industry Nonprofit Organization Management
Jim Pomeroy's Credit Suisse First Boston Experience August 2001 - March 2004
Job Director and Senior Counsel at Commerzbank AG, New York Branch
Industry Financial Services
Experience
Commerzbank AG, New York Branch May 2011 - Present
Barclays Capital September 2008 - April 2011
Lehman Brothers June 2007 - September 2008
BNP Paribas March 2004 - June 2007
Credit Suisse First Boston August 2001 - March 2004
Republic New York Corporation 1993 - 2000
Education
UCL 1990 — 1991
LL.M, Law
The University of Connecticut School of Law 1983 — 1986
Trinity College-Hartford 1977 — 1981
B.A., History
Commerzbank AG, New York Branch May 2011 - Present
Barclays Capital September 2008 - April 2011
Lehman Brothers June 2007 - September 2008
BNP Paribas March 2004 - June 2007
Credit Suisse First Boston August 2001 - March 2004
Republic New York Corporation 1993 - 2000
Education
UCL 1990 — 1991
LL.M, Law
The University of Connecticut School of Law 1983 — 1986
Trinity College-Hartford 1977 — 1981
B.A., History
Andrew Worth's Credit Suisse First Boston Experience 2001 - 2002
Job Partner at Fidus Investment Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Fidus Investment Advisors, LLC March 2008 - Present
Allied Capital November 2002 - March 2008
Credit Suisse 2001 - 2002
Credit Suisse First Boston 2001 - 2002
First Union (Predecessor to Wachovia) 1996 - 1999
Skills
Mezzanine, Buyouts, Due Diligence, Leveraged Lending, Private Equity, Corporate Development, Investment Banking, Leveraged Finance, Mergers
Education
University of North Carolina at Chapel Hill 1999 — 2003
The University of Chicago Booth School of Business
Fidus Investment Advisors, LLC March 2008 - Present
Allied Capital November 2002 - March 2008
Credit Suisse 2001 - 2002
Credit Suisse First Boston 2001 - 2002
First Union (Predecessor to Wachovia) 1996 - 1999
Skills
Mezzanine, Buyouts, Due Diligence, Leveraged Lending, Private Equity, Corporate Development, Investment Banking, Leveraged Finance, Mergers
Education
University of North Carolina at Chapel Hill 1999 — 2003
The University of Chicago Booth School of Business
Steve Jarmel's Credit Suisse First Boston Experience 2000 - 2001
Job Private Equity
Industry Financial Services
Experience
Periscope Equity LLC January 2013 - Present
Bridge Investments LLC 2007 - December 2012
Lake Capital 2004 - 2006
IRI 2001 - 2004
Credit Suisse First Boston 2000 - 2001
ABN AMRO Bank N.V. August 1998 - March 2000
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Economics, Accounting
Tulane University 1989 — 1993
BSM
Periscope Equity LLC January 2013 - Present
Bridge Investments LLC 2007 - December 2012
Lake Capital 2004 - 2006
IRI 2001 - 2004
Credit Suisse First Boston 2000 - 2001
ABN AMRO Bank N.V. August 1998 - March 2000
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Economics, Accounting
Tulane University 1989 — 1993
BSM
Karen Zimmerman's Credit Suisse First Boston Experience 1995 - 2000
Job Fixed Income and Structured Products Investor
Industry Investment Management
Experience
Tufts University 2004 - Present
Hampshire Capital 2000 - Present
Credit Suisse First Boston 1995 - 2000
Daiwa Securities 1991 - 1994
Skills
Fixed Income, Trading, Asset Management, Debt, Asset Managment, Alternative Investments, Fundraising, Real Estate, Social Media, Strategic Planning, Nonprofits, Philanthropy, Public Speaking
Education
The Tuck School of Business at Dartmouth
MBA, Finance
Tufts University
BA, Economics
Tufts University 2004 - Present
Hampshire Capital 2000 - Present
Credit Suisse First Boston 1995 - 2000
Daiwa Securities 1991 - 1994
Skills
Fixed Income, Trading, Asset Management, Debt, Asset Managment, Alternative Investments, Fundraising, Real Estate, Social Media, Strategic Planning, Nonprofits, Philanthropy, Public Speaking
Education
The Tuck School of Business at Dartmouth
MBA, Finance
Tufts University
BA, Economics
Donna Beck's Credit Suisse First Boston Experience January 1989 - August 1990
Job Registered Principal at Starlight Investments LLC
Industry Financial Services
Experience
WorldVest Capital Markets January 2006 - May 2009
State Street June 1998 - February 2002
Rodman & Renshaw January 1996 - May 1998
Citi August 1992 - December 1993
Credit Suisse First Boston January 1989 - August 1990
Goldman Sachs June 1987 - December 1988
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Alternative Investments, Portfolio Management, Venture Capital, Financial Markets, Corporate Finance, Emerging Markets, Bonds, Trading
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Economics
WorldVest Capital Markets January 2006 - May 2009
State Street June 1998 - February 2002
Rodman & Renshaw January 1996 - May 1998
Citi August 1992 - December 1993
Credit Suisse First Boston January 1989 - August 1990
Goldman Sachs June 1987 - December 1988
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Alternative Investments, Portfolio Management, Venture Capital, Financial Markets, Corporate Finance, Emerging Markets, Bonds, Trading
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Economics
Alasdair MacMaster's Credit Suisse First Boston Experience 1998 - 2005
Job Head of Trading Technology, NA at RBS Markets & International Banking
Industry Investment Banking
Experience
RBS Markets & International Banking June 2013 - Present
Royal Bank of Scotland January 2011 - December 2012
Royal Bank of Scotland April 2008 - December 2010
Credit Suisse 2005 - 2007
Credit Suisse First Boston 1998 - 2005
CSFB 1998 - 2005
Credit Suisse Financial Products 1994 - 1998
Fisons Scientific 1992 - 1994
Skills
Fixed Income, Rates, Derivatives, Credit, Investment Banking, FX Options, Trading Systems, Interest Rate..., Capital Markets, Financial Markets
Education
The University of Edinburgh 1984 — 1987
BSc, Mathematical Physics
RBS Markets & International Banking June 2013 - Present
Royal Bank of Scotland January 2011 - December 2012
Royal Bank of Scotland April 2008 - December 2010
Credit Suisse 2005 - 2007
Credit Suisse First Boston 1998 - 2005
CSFB 1998 - 2005
Credit Suisse Financial Products 1994 - 1998
Fisons Scientific 1992 - 1994
Skills
Fixed Income, Rates, Derivatives, Credit, Investment Banking, FX Options, Trading Systems, Interest Rate..., Capital Markets, Financial Markets
Education
The University of Edinburgh 1984 — 1987
BSc, Mathematical Physics
Louis Maione's Credit Suisse First Boston Experience July 2000 - February 2003
Job Owner, MACAL CAPITAL LLC
Industry Financial Services
Experience
MACAL CAPITAL LLC February 2002 - Present
Credit Suisse First Boston July 2000 - February 2003
Deutsche Bank September 1993 - July 2000
Education
Stockton University 1989 — 1993
Masters, Accounting / Finance
Our Lady of Victories 1981 — 1985
MACAL CAPITAL LLC February 2002 - Present
Credit Suisse First Boston July 2000 - February 2003
Deutsche Bank September 1993 - July 2000
Education
Stockton University 1989 — 1993
Masters, Accounting / Finance
Our Lady of Victories 1981 — 1985
Scott Greenfield's Credit Suisse First Boston Experience June 2004 - May 2006
Job
Industry Commercial Real Estate
Experience
Angelo, Gordon & Co. April 2012 - Present
Caxton Associates May 2010 - February 2012
Guggenheim Partners June 2006 - May 2010
Credit Suisse First Boston June 2004 - May 2006
Education
The George Washington University 2000 — 2004
Angelo, Gordon & Co. April 2012 - Present
Caxton Associates May 2010 - February 2012
Guggenheim Partners June 2006 - May 2010
Credit Suisse First Boston June 2004 - May 2006
Education
The George Washington University 2000 — 2004
Benjamin Lew's Credit Suisse First Boston Experience 2007 - 2008
Job Vice President Storage Engineering at Barclays Capital
Industry Computer Hardware
Experience
Barclays Capital September 2012 - Present
Credit Suisse May 2011 - September 2012
Covance September 2010 - May 2011
EMC April 2010 - September 2010
Schering-Plough October 2009 - April 2010
NBC 2010 - 2010
sanofi-aventis 2008 - 2009
Credit Suisse First Boston 2007 - 2008
Raymond James & Associates, Inc September 2006 - August 2007
PPL Corporation February 2002 - August 2006
Skills
Storage Area Networks, Disaster Recovery, Data Center, Storage, Virtualization, Business Continuity, SAN, Enterprise Architecture, Integration, NAS, Solution Architecture, Unix, Servers, Cisco Technologies, High Availability, Capacity Planning
Education
Stevens Institute of Technology
Bachelor of Engineering, Engineering
Barclays Capital September 2012 - Present
Credit Suisse May 2011 - September 2012
Covance September 2010 - May 2011
EMC April 2010 - September 2010
Schering-Plough October 2009 - April 2010
NBC 2010 - 2010
sanofi-aventis 2008 - 2009
Credit Suisse First Boston 2007 - 2008
Raymond James & Associates, Inc September 2006 - August 2007
PPL Corporation February 2002 - August 2006
Skills
Storage Area Networks, Disaster Recovery, Data Center, Storage, Virtualization, Business Continuity, SAN, Enterprise Architecture, Integration, NAS, Solution Architecture, Unix, Servers, Cisco Technologies, High Availability, Capacity Planning
Education
Stevens Institute of Technology
Bachelor of Engineering, Engineering
Casandra Fung's Credit Suisse First Boston Experience October 2000 - July 2001
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bear Stearns 2001 - 2007
Credit Suisse First Boston October 2000 - July 2001
Donaldson, Lufkin & Jenrette March 1999 - October 2000
Salomon Smith Barney June 1997 - March 1999
PricewaterhouseCoopers January 1997 - May 1997
Morgan Stanley February 1996 - December 1996
JP Morgan July 1995 - February 1996
Education
Stevens Institute of Technology 1997 — 1999
Information Management
New York University - Leonard N. Stern School of Business 1993 — 1997
Finance/Information Systems/Management
Bear Stearns 2001 - 2007
Credit Suisse First Boston October 2000 - July 2001
Donaldson, Lufkin & Jenrette March 1999 - October 2000
Salomon Smith Barney June 1997 - March 1999
PricewaterhouseCoopers January 1997 - May 1997
Morgan Stanley February 1996 - December 1996
JP Morgan July 1995 - February 1996
Education
Stevens Institute of Technology 1997 — 1999
Information Management
New York University - Leonard N. Stern School of Business 1993 — 1997
Finance/Information Systems/Management
Jay Freedman's Credit Suisse First Boston Experience 2000 - 2005
Job Managing Partner at Crystal Rock Capital
Industry Investment Management
Experience
Crystal Rock Capital March 2006 - Present
Credit Suisse First Boston 2000 - 2005
Lincoln Capital Management Co. 1992 - 2000
Kidder Peabody 1982 - 1992
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance and Marketing
University of Chicago GSB 1980 — 1982
MBA, Finance and Marketing
University of Pennsylvania - The Wharton School 1974 — 1978
BS in Economics, Accounting
Baltimore Polytechnic Institute 1970 — 1974
HS
Crystal Rock Capital March 2006 - Present
Credit Suisse First Boston 2000 - 2005
Lincoln Capital Management Co. 1992 - 2000
Kidder Peabody 1982 - 1992
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance and Marketing
University of Chicago GSB 1980 — 1982
MBA, Finance and Marketing
University of Pennsylvania - The Wharton School 1974 — 1978
BS in Economics, Accounting
Baltimore Polytechnic Institute 1970 — 1974
HS
Mark Dubrinsky's Credit Suisse First Boston Experience 1995 - 2000
Job Managing Partner at Radclift Capital Mortgage
Industry Real Estate
Experience
Radclift Capital Mortgage January 2010 - Present
Radclift Capital Mortgage 2010 - 2010
Goldman Sachs 2007 - 2008
UBS Investment Bank 2003 - 2007
Salomon Smith Barney 2001 - 2003
Credit Suisse First Boston 1995 - 2000
KPMG 1989 - 1994
Education
The University of Chicago Booth School of Business 1994 — 1995
Radclift Capital Mortgage January 2010 - Present
Radclift Capital Mortgage 2010 - 2010
Goldman Sachs 2007 - 2008
UBS Investment Bank 2003 - 2007
Salomon Smith Barney 2001 - 2003
Credit Suisse First Boston 1995 - 2000
KPMG 1989 - 1994
Education
The University of Chicago Booth School of Business 1994 — 1995
Ronald Percival's Credit Suisse First Boston Experience 1998 - 2001
Job at RGP Capital Management, LLC
Industry Investment Management
Experience
RGP Capital Management, LLC March 2002 - Present
MK Group October 2007 - December 2010
Credit Suisse First Boston 1998 - 2001
ING Barings 1994 - 1998
Chemical Bank New York/ Chemical Securities 1975 - 1994
UAC Continental Insurance Cos. August 1972 - July 1973
Skills
Emerging Markets, Investments, Private Equity, Alternative Investments, Credit Analysis, Investment Banking, Asset Management, Venture Capital, Corporate Finance, Capital Markets, Equities, Portfolio Management, Credit Risk, Risk Management, Fixed Income, Financial Markets, Derivatives, Structured Finance, Trading, Bloomberg, Securities
Education
Thunderbird School of Global Management 1974 — 1974
MBA/MIM, International Management
The University of Texas at Austin 1967 — 1972
BA, History
Peacock
Peacock
RGP Capital Management, LLC March 2002 - Present
MK Group October 2007 - December 2010
Credit Suisse First Boston 1998 - 2001
ING Barings 1994 - 1998
Chemical Bank New York/ Chemical Securities 1975 - 1994
UAC Continental Insurance Cos. August 1972 - July 1973
Skills
Emerging Markets, Investments, Private Equity, Alternative Investments, Credit Analysis, Investment Banking, Asset Management, Venture Capital, Corporate Finance, Capital Markets, Equities, Portfolio Management, Credit Risk, Risk Management, Fixed Income, Financial Markets, Derivatives, Structured Finance, Trading, Bloomberg, Securities
Education
Thunderbird School of Global Management 1974 — 1974
MBA/MIM, International Management
The University of Texas at Austin 1967 — 1972
BA, History
Peacock
Peacock
S. Julian Ku's Credit Suisse First Boston Experience August 2001 - October 2002
Job Global Head of Financial Markets and Murex, FX, Rates, Credits & Commodities Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank June 2013 - Present
Calypso Technology July 2012 - May 2013
Millennium Partners 2011 - July 2012
Société Générale Corporate and Investment Banking May 2005 - 2011
HSBC November 2002 - April 2005
Credit Suisse First Boston August 2001 - October 2002
Donaldson, Lufkin & Jenrette July 1998 - July 2001
Lehman Brothers July 1995 - July 1998
Sanwa Securities May 1992 - June 1995
Princeton Gamma Tech November 1988 - May 1992
Skills
Leadership, Team Management, Credit Derivatives, Interest Rate..., Business Continuity, Asset, Fixed Income, Analysis, Credit, Project Management, Architecture, Trading Systems, Management, Capital Markets, Derivatives, Investment Banking, Financial Markets
Education
Stony Brook University 1986 — 1988
MS, Electrical Engineering
Standard Chartered Bank June 2013 - Present
Calypso Technology July 2012 - May 2013
Millennium Partners 2011 - July 2012
Société Générale Corporate and Investment Banking May 2005 - 2011
HSBC November 2002 - April 2005
Credit Suisse First Boston August 2001 - October 2002
Donaldson, Lufkin & Jenrette July 1998 - July 2001
Lehman Brothers July 1995 - July 1998
Sanwa Securities May 1992 - June 1995
Princeton Gamma Tech November 1988 - May 1992
Skills
Leadership, Team Management, Credit Derivatives, Interest Rate..., Business Continuity, Asset, Fixed Income, Analysis, Credit, Project Management, Architecture, Trading Systems, Management, Capital Markets, Derivatives, Investment Banking, Financial Markets
Education
Stony Brook University 1986 — 1988
MS, Electrical Engineering
Joseph J. Reilly's Credit Suisse First Boston Experience 2001 - 2002
Job Partner at BuckleySandler LLP
Industry Law Practice
Experience
BuckleySandler LLP 2010 - Present
Sullivan & Cromwell LLP January 2009 - April 2010
Sullivan & Cromwell LLP 2002 - December 2008
Credit Suisse First Boston 2001 - 2002
U.S. Court of Appeals for the Second Circuit 2000 - 2001
U.S. District Court for the Eastern District of New York 1999 - 2000
U.S. House of Representatives, Committee on Banking and Financial Services January 1995 - July 1996
U.S. House of Representatives, Committee on Banking, Finance and Urban Affairs 1993 - 1994
U.S. Senate, Committee on Agriculture, Nutrition and Forestry 1992 - 1993
Education
University of Virginia School of Law (Law Review; Order of the Coif) 1996 — 1999
J.D., Law
Stanford University 1987 — 1991
A.B., Quantitative Economics; Public Policy
Bishop Ireton / St. Mary's 1983 — 1987
The Old HS Diploma, HS Stuff
BuckleySandler LLP 2010 - Present
Sullivan & Cromwell LLP January 2009 - April 2010
Sullivan & Cromwell LLP 2002 - December 2008
Credit Suisse First Boston 2001 - 2002
U.S. Court of Appeals for the Second Circuit 2000 - 2001
U.S. District Court for the Eastern District of New York 1999 - 2000
U.S. House of Representatives, Committee on Banking and Financial Services January 1995 - July 1996
U.S. House of Representatives, Committee on Banking, Finance and Urban Affairs 1993 - 1994
U.S. Senate, Committee on Agriculture, Nutrition and Forestry 1992 - 1993
Education
University of Virginia School of Law (Law Review; Order of the Coif) 1996 — 1999
J.D., Law
Stanford University 1987 — 1991
A.B., Quantitative Economics; Public Policy
Bishop Ireton / St. Mary's 1983 — 1987
The Old HS Diploma, HS Stuff
Matthew Monaco's Credit Suisse First Boston Experience 1992 - 2002
Job Director at CIFG
Industry Financial Services
Experience
CIFG February 2009 - Present
CIFG March 2008 - January 2009
CIFG April 2007 - February 2008
ING Financial Markets June 2005 - April 2007
Radian August 2004 - June 2005
Credit Suisse First Boston 1992 - 2002
Credit Suisse Commercial Bank June 1995 - June 1998
Skills
Series 7 and 63 Licensed, Investment Banking, Finance, Portfolio Management, Credit, Securitization, Structured Finance, ABS, Due Diligence, Financial Structuring
Education
State University of New York College at Brockport 1989 — 1991
Bachelor of Science, Marketing; Minor in Economics
CIFG February 2009 - Present
CIFG March 2008 - January 2009
CIFG April 2007 - February 2008
ING Financial Markets June 2005 - April 2007
Radian August 2004 - June 2005
Credit Suisse First Boston 1992 - 2002
Credit Suisse Commercial Bank June 1995 - June 1998
Skills
Series 7 and 63 Licensed, Investment Banking, Finance, Portfolio Management, Credit, Securitization, Structured Finance, ABS, Due Diligence, Financial Structuring
Education
State University of New York College at Brockport 1989 — 1991
Bachelor of Science, Marketing; Minor in Economics
Pierre Preval's Credit Suisse First Boston Experience 2000 - 2003
Job Financial Controller at ATH Solutions Inc.
Industry Management Consulting
Experience
ATH Solutions Inc. January 2013 - Present
NCI Information Systems, Inc. 2010 - 2012
ICF International, 2010 - 2010
RCN 2007 - 2009
Carey International 2004 - 2007
Credit Suisse First Boston 2000 - 2003
Skills
Analysis, Managerial Finance, Project Management, Strategic Planning, Strategic Financial..., Program Management, Forecasting, Business Analysis, Microsoft Office, Lotus Notes, Business Process..., Sarbanes-Oxley Act, Management Consulting, Business Strategy, Finance, Business Planning, Banking, Negotiation, Process Improvement, Financial Modeling, Bugeting, Accounting, Financial Reporting, Financial Accounting, Cost Accounting, Cost Management, Strategy, Data Analysis, Leadership, Project Planning, Auditing, Risk Management, Proposal Writing, Management, Mergers, Business Process, Access, Change Management, Internal Audit, Visio, Team Leadership, Corporate Finance, Cross-functional Team..., Internal Controls, Business Intelligence, Operations Management, Government Contracting, Start-ups, PeopleSoft, Revenue Recognition
Education
Stony Brook University 1996 — 2000
BS, Economics
ATH Solutions Inc. January 2013 - Present
NCI Information Systems, Inc. 2010 - 2012
ICF International, 2010 - 2010
RCN 2007 - 2009
Carey International 2004 - 2007
Credit Suisse First Boston 2000 - 2003
Skills
Analysis, Managerial Finance, Project Management, Strategic Planning, Strategic Financial..., Program Management, Forecasting, Business Analysis, Microsoft Office, Lotus Notes, Business Process..., Sarbanes-Oxley Act, Management Consulting, Business Strategy, Finance, Business Planning, Banking, Negotiation, Process Improvement, Financial Modeling, Bugeting, Accounting, Financial Reporting, Financial Accounting, Cost Accounting, Cost Management, Strategy, Data Analysis, Leadership, Project Planning, Auditing, Risk Management, Proposal Writing, Management, Mergers, Business Process, Access, Change Management, Internal Audit, Visio, Team Leadership, Corporate Finance, Cross-functional Team..., Internal Controls, Business Intelligence, Operations Management, Government Contracting, Start-ups, PeopleSoft, Revenue Recognition
Education
Stony Brook University 1996 — 2000
BS, Economics
Larry Goldsmith's Credit Suisse First Boston Experience 1994 - 1996
Job Managing Director at FBR
Industry Real Estate
Experience
FBR July 2009 - Present
LJG Advisors, LLC February 2009 - July 2009
Banc of America Securities March 1996 - February 2009
Montgomery Securities March 1996 - 1998
Montgomery Securities (Banc of America Securities) 1994 - 1997
Credit Suisse First Boston 1994 - 1996
Skills
Negotiation, Mergers, Real Estate Investment, Equities, Real Estate, Investment Banking, Capital Markets, Valuation, Strategy, Structured Finance, Investment Properties, Finance, Mergers & Acquisitions, Asset Management, Financial Modeling, Investments, Due Diligence, Financial Structuring, Corporate Finance
Education
The University of Texas at Austin 1990 — 1994
BS, Finance
Memphis University School
FBR July 2009 - Present
LJG Advisors, LLC February 2009 - July 2009
Banc of America Securities March 1996 - February 2009
Montgomery Securities March 1996 - 1998
Montgomery Securities (Banc of America Securities) 1994 - 1997
Credit Suisse First Boston 1994 - 1996
Skills
Negotiation, Mergers, Real Estate Investment, Equities, Real Estate, Investment Banking, Capital Markets, Valuation, Strategy, Structured Finance, Investment Properties, Finance, Mergers & Acquisitions, Asset Management, Financial Modeling, Investments, Due Diligence, Financial Structuring, Corporate Finance
Education
The University of Texas at Austin 1990 — 1994
BS, Finance
Memphis University School
Brad Scelfo's Credit Suisse First Boston Experience June 1997 - April 2000
Job Managing Partner at Varden Pacific LLC
Industry Financial Services
Experience
Varden Pacific LLC December 2009 - Present
Barclays Capital February 2007 - November 2009
The Winter Group May 2005 - January 2007
Credit Suisse July 2001 - May 2005
Credit Suisse First Boston June 1997 - April 2000
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
University of Washington 1988 — 1993
BA, Business Administration and Accounting
Varden Pacific LLC December 2009 - Present
Barclays Capital February 2007 - November 2009
The Winter Group May 2005 - January 2007
Credit Suisse July 2001 - May 2005
Credit Suisse First Boston June 1997 - April 2000
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
University of Washington 1988 — 1993
BA, Business Administration and Accounting
Jeffrey Yingling's Credit Suisse First Boston Experience September 1984 - December 1989
Job Managing Director Investment Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2006 - Present
Morgan Stanley April 1990 - September 2006
Credit Suisse First Boston September 1984 - December 1989
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance
University of Notre Dame 1978 — 1982
BBA, Finance
J.P. Morgan September 2006 - Present
Morgan Stanley April 1990 - September 2006
Credit Suisse First Boston September 1984 - December 1989
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance
University of Notre Dame 1978 — 1982
BBA, Finance
Leonard Hinton's Credit Suisse First Boston Experience 2002 - 2005
Job CoFounder, CEO at Crediyo
Industry Venture Capital & Private Equity
Experience
Global Strategy and Mergers & Acquisitions January 2013 - August 2014
Arysta LifeScience April 2012 - December 2012
Arysta LifeScience July 2010 - April 2012
First Round Capital June 2009 - September 2009
International Finance Corporation 2005 - 2008
Credit Suisse First Boston 2002 - 2005
Skills
Emerging Markets, Financial Modeling, Mergers, Financial Analysis, Venture Capital, Private Equity, Valuation, Corporate Finance, Due Diligence, Capital Markets, Investments, Negotiation, Business Strategy, Strategy Development, Competitive Analysis, Restructuring, Investment Banking, Modeling, Research, Strategy, Mergers & Acquisitions, Market Research, Finance
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Xavier University of Louisiana
Phillips Academy, Andover
Global Strategy and Mergers & Acquisitions January 2013 - August 2014
Arysta LifeScience April 2012 - December 2012
Arysta LifeScience July 2010 - April 2012
First Round Capital June 2009 - September 2009
International Finance Corporation 2005 - 2008
Credit Suisse First Boston 2002 - 2005
Skills
Emerging Markets, Financial Modeling, Mergers, Financial Analysis, Venture Capital, Private Equity, Valuation, Corporate Finance, Due Diligence, Capital Markets, Investments, Negotiation, Business Strategy, Strategy Development, Competitive Analysis, Restructuring, Investment Banking, Modeling, Research, Strategy, Mergers & Acquisitions, Market Research, Finance
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Xavier University of Louisiana
Phillips Academy, Andover
Richard Klingler's Credit Suisse First Boston Experience February 1997 - April 2002
Job Partner at Sidley Austin LLP
Industry Law Practice
Experience
Sidley Austin LLP December 2007 - Present
The White House September 2006 - October 2007
The White House August 2005 - October 2007
Sidley Austin LLP December 2002 - August 2005
Credit Suisse First Boston February 1997 - April 2002
Sidley Austin LLP June 1996 - February 1997
Telstra November 1994 - November 1996
Sidley Austin LLP October 1990 - June 1996
Justice Sandra Day O'Connor 1989 - 1990
Hon. Kenneth W. Starr 1988 - 1989
Education
Stanford Law School
JD
St. John's College, Oxford University
BA/MA, (Rhodes Scholar)
Stanford University
BA, History
Sidley Austin LLP December 2007 - Present
The White House September 2006 - October 2007
The White House August 2005 - October 2007
Sidley Austin LLP December 2002 - August 2005
Credit Suisse First Boston February 1997 - April 2002
Sidley Austin LLP June 1996 - February 1997
Telstra November 1994 - November 1996
Sidley Austin LLP October 1990 - June 1996
Justice Sandra Day O'Connor 1989 - 1990
Hon. Kenneth W. Starr 1988 - 1989
Education
Stanford Law School
JD
St. John's College, Oxford University
BA/MA, (Rhodes Scholar)
Stanford University
BA, History
Robert Herlund's Credit Suisse First Boston Experience 2003 - 2006
Job Managing Director at MountainView Risk Advisors
Industry Financial Services
Experience
MountainView Risk Advisors 2015 - Present
PHH Mortgage 2011 - 2015
United Nations Federal Credit Union 2010 - 2011
Mitra Advisors 2008 - 2009
Fannie Mae Corp December 2006 - May 2008
Credit Suisse March 2003 - December 2006
Credit Suisse First Boston 2003 - 2006
GE Capital Corporation September 2001 - March 2003
GE Capital 1993 - 1995
Skills
Valuation, Derivatives, Capital Markets, Financial Risk, Fixed Income, Equities, ABS
Education
The University of New Mexico 1981 — 1985
Bachelors, Economics
MountainView Risk Advisors 2015 - Present
PHH Mortgage 2011 - 2015
United Nations Federal Credit Union 2010 - 2011
Mitra Advisors 2008 - 2009
Fannie Mae Corp December 2006 - May 2008
Credit Suisse March 2003 - December 2006
Credit Suisse First Boston 2003 - 2006
GE Capital Corporation September 2001 - March 2003
GE Capital 1993 - 1995
Skills
Valuation, Derivatives, Capital Markets, Financial Risk, Fixed Income, Equities, ABS
Education
The University of New Mexico 1981 — 1985
Bachelors, Economics
Young-Sup Lee's Credit Suisse First Boston Experience 1994 - 1995
Job OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds 2009 - Present
Morgan Stanley 1996 - 2008
MetLife 1995 - 1996
Credit Suisse First Boston 1994 - 1995
Education
University of Pennsylvania 1982 — 1986
BS
Stanford University
OppenheimerFunds 2009 - Present
Morgan Stanley 1996 - 2008
MetLife 1995 - 1996
Credit Suisse First Boston 1994 - 1995
Education
University of Pennsylvania 1982 — 1986
BS
Stanford University
Martin Sheppey's Credit Suisse First Boston Experience 2001 - 2006
Job Director Global Mobility at BlackRock
Industry Financial Services
Experience
BlackRock November 2012 - Present
Goldman Sachs 2007 - 2012
Credit Suisse First Boston 2001 - 2006
Price Waterhouse Coopers 1998 - 2001
KPMG 1995 - 1998
Price Waterhouse 1990 - 1995
Coopers & Lybrand 1987 - 1990
Skills
International Mobility, Global Mobility, Stakeholder Management, Business Strategy, Assignment Management, Expatriate Management, Expatriate Tax, International..., Outsourced HR Services, HR Operations, HR Consulting, Cost Management, Budget Setting, Management, Personnel Management, Strategy, Program Management, Outsourcing, Team Management, Human Resources, Project Management, Policy, IT Strategy, Finance, Vendor Management, Cross-functional Team..., Leadership, Consulting, Talent Management, Performance Management, HR Transformation, Financial Services, Executive Pay, Organizational Design
Education
The University of Manchester 1984 — 1987
Economics & Politics
BlackRock November 2012 - Present
Goldman Sachs 2007 - 2012
Credit Suisse First Boston 2001 - 2006
Price Waterhouse Coopers 1998 - 2001
KPMG 1995 - 1998
Price Waterhouse 1990 - 1995
Coopers & Lybrand 1987 - 1990
Skills
International Mobility, Global Mobility, Stakeholder Management, Business Strategy, Assignment Management, Expatriate Management, Expatriate Tax, International..., Outsourced HR Services, HR Operations, HR Consulting, Cost Management, Budget Setting, Management, Personnel Management, Strategy, Program Management, Outsourcing, Team Management, Human Resources, Project Management, Policy, IT Strategy, Finance, Vendor Management, Cross-functional Team..., Leadership, Consulting, Talent Management, Performance Management, HR Transformation, Financial Services, Executive Pay, Organizational Design
Education
The University of Manchester 1984 — 1987
Economics & Politics
Rose Tringali's Credit Suisse First Boston Experience 2000 - 2001
Job Independent Facilities Services Professional
Industry Facilities Services
Experience
RTC Group 2001 - Present
The Winter Group 2004 - 2008
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1982 - 2001
Skills
Facilities Management, Risk Management, Project Management, Vendor Management, Asset Managment, Operations Management, Due Diligence, Budgets, Management, Process Improvement, Asset Management, Program Management, Mortgage Lending, Financial Risk, Negotiation, Strategic Planning, Fixed Income
Education
The New School
Space Planning & Design
RTC Group 2001 - Present
The Winter Group 2004 - 2008
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1982 - 2001
Skills
Facilities Management, Risk Management, Project Management, Vendor Management, Asset Managment, Operations Management, Due Diligence, Budgets, Management, Process Improvement, Asset Management, Program Management, Mortgage Lending, Financial Risk, Negotiation, Strategic Planning, Fixed Income
Education
The New School
Space Planning & Design
James McLain's Credit Suisse First Boston Experience August 1998 - March 2001
Job Managing Director at Coker Capital Advisors
Industry Investment Banking
Experience
Coker Capital Advisors January 2015 - Present
Brown Brothers Harriman 2009 - October 2014
Jefferies & Company April 2004 - April 2008
Credit Suisse First Boston August 1998 - March 2001
Smith Barney Inc. 1994 - 1996
Skills
Equities, Investment Banking, Private Equity, Valuation, Financial Modeling, Chartered Financial..., Capital Markets, Bloomberg
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Accounting
Williams College 1989 — 1993
Bachelor of Arts (B.A.), Philosophy
Phillips Academy
Coker Capital Advisors January 2015 - Present
Brown Brothers Harriman 2009 - October 2014
Jefferies & Company April 2004 - April 2008
Credit Suisse First Boston August 1998 - March 2001
Smith Barney Inc. 1994 - 1996
Skills
Equities, Investment Banking, Private Equity, Valuation, Financial Modeling, Chartered Financial..., Capital Markets, Bloomberg
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Accounting
Williams College 1989 — 1993
Bachelor of Arts (B.A.), Philosophy
Phillips Academy
Anu Jayanti's Credit Suisse First Boston Experience March 1994 - March 1999
Job Managing Director, Investor Relationship Mgmt at Citi
Industry Financial Services
Experience
Citi November 2008 - Present
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
Citigroup 2001 - December 2008
UBS Investment Bank February 2001 - October 2001
JP Morgan March 1999 - February 2001
Credit Suisse First Boston March 1994 - March 1999
Merrill Lynch May 1992 - March 1994
Bankers Trust Company March 1989 - April 1992
Skills
Sales Management, Asset Management, FX, Financial Markets, Derivatives, FX Options, Asset Managment, Institutional..., Hedge Funds, Investments, Fixed Income, Emerging Markets, Strategy, Investment Banking, Business Planning, Commodity, Trading, Foreign Exchange, Electronic Trading, CRM, Trading Systems, Equities, Risk Management, FX trading, Options, Alternative Investments, Capital Markets, Proprietary Trading, Bloomberg, Bonds
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
M. Sc., Economics
Wellesley College 1979 — 1983
B.A., Economics
College du Leman 1977 — 1979
HS Diploma
Citi November 2008 - Present
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
Citigroup 2001 - December 2008
UBS Investment Bank February 2001 - October 2001
JP Morgan March 1999 - February 2001
Credit Suisse First Boston March 1994 - March 1999
Merrill Lynch May 1992 - March 1994
Bankers Trust Company March 1989 - April 1992
Skills
Sales Management, Asset Management, FX, Financial Markets, Derivatives, FX Options, Asset Managment, Institutional..., Hedge Funds, Investments, Fixed Income, Emerging Markets, Strategy, Investment Banking, Business Planning, Commodity, Trading, Foreign Exchange, Electronic Trading, CRM, Trading Systems, Equities, Risk Management, FX trading, Options, Alternative Investments, Capital Markets, Proprietary Trading, Bloomberg, Bonds
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
M. Sc., Economics
Wellesley College 1979 — 1983
B.A., Economics
College du Leman 1977 — 1979
HS Diploma
Gene Montenare's Credit Suisse First Boston Experience October 2009 - May 2011
Job Vice President Fixed Income, Currencies & Commodities Business Support Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2014 - Present
Cablevision May 2013 - August 2014
UBS Investment Bank May 2011 - May 2013
Credit Suisse First Boston October 2009 - May 2011
Merrill Lynch February 2006 - October 2009
Symbol Technologies September 2002 - February 2006
Skills
Financial Analysis, Fixed Income, Financial Modeling, Derivatives, Investment Banking, Valuation, Credit Analysis, Corporate Finance, Financial Risk, Asset Managment, Equities, Portfolio Management, Banking, Finance, Analysis, Due Diligence, Asset Management, Currency, Commodity
Education
Stony Brook University 1998 — 2002
BS, Economics
Bank of America Merrill Lynch August 2014 - Present
Cablevision May 2013 - August 2014
UBS Investment Bank May 2011 - May 2013
Credit Suisse First Boston October 2009 - May 2011
Merrill Lynch February 2006 - October 2009
Symbol Technologies September 2002 - February 2006
Skills
Financial Analysis, Fixed Income, Financial Modeling, Derivatives, Investment Banking, Valuation, Credit Analysis, Corporate Finance, Financial Risk, Asset Managment, Equities, Portfolio Management, Banking, Finance, Analysis, Due Diligence, Asset Management, Currency, Commodity
Education
Stony Brook University 1998 — 2002
BS, Economics
Barbara Chell's Credit Suisse First Boston Experience 2000 - 2002
Job Principal at C & A Consulting, LLC
Industry Financial Services
Experience
C&A Consulting LLC September 2010 - Present
Oak Valley Advisors September 2008 - September 2010
The Winter Group 2002 - 2008
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
DLJ 1989 - 2000
Donaldson, Lufkin & Jenrette 1989 - 2000
Drexel Burnham Lambert 1984 - 1989
Skills
Capital Markets
Education
State University of New York - System 1975 — 1979
BA in accounting
C&A Consulting LLC September 2010 - Present
Oak Valley Advisors September 2008 - September 2010
The Winter Group 2002 - 2008
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
DLJ 1989 - 2000
Donaldson, Lufkin & Jenrette 1989 - 2000
Drexel Burnham Lambert 1984 - 1989
Skills
Capital Markets
Education
State University of New York - System 1975 — 1979
BA in accounting
Niv Harizman's Credit Suisse First Boston Experience 2000 - 2005
Job Managing Partner at Tyto Capital Partners LLC
Industry Financial Services
Experience
Tyto Capital Partners LLC 2010 - Present
Plainfield Asset Management LLC 2005 - 2010
Credit Suisse First Boston 2000 - 2005
Bankers Trust/Deutsche Banc Alex. Brown 1995 - 2000
Wasserstein Perella & Co. 1994 - 1995
Henry Crown and Company 1990 - 1994
Skills
Private Equity, Alternative Investments, Asset Managment, Hedge Funds, Investment Banking, M&A experience, Leveraged Finance, LBO, Mezzanine, Special Situations, Venture Capital, Mergers, Corporate Development, Mergers & Acquisitions, Valuation, Finance, Asset Management, Private Placements, Options, Capital Markets, Investments, Financial Structuring
Education
The University of Chicago 1991 — 1993
MBA, Finance
The University of Texas at Austin 1987 — 1989
BBA, Finance and Marketing
The Hebrew University 1986 — 1987
Economics
Tyto Capital Partners LLC 2010 - Present
Plainfield Asset Management LLC 2005 - 2010
Credit Suisse First Boston 2000 - 2005
Bankers Trust/Deutsche Banc Alex. Brown 1995 - 2000
Wasserstein Perella & Co. 1994 - 1995
Henry Crown and Company 1990 - 1994
Skills
Private Equity, Alternative Investments, Asset Managment, Hedge Funds, Investment Banking, M&A experience, Leveraged Finance, LBO, Mezzanine, Special Situations, Venture Capital, Mergers, Corporate Development, Mergers & Acquisitions, Valuation, Finance, Asset Management, Private Placements, Options, Capital Markets, Investments, Financial Structuring
Education
The University of Chicago 1991 — 1993
MBA, Finance
The University of Texas at Austin 1987 — 1989
BBA, Finance and Marketing
The Hebrew University 1986 — 1987
Economics
Diana Walters's Credit Suisse First Boston Experience 1998 - 2005
Job 575 Grant, LLC
Industry Financial Services
Experience
Liberty Metals and Mining, LLC January 2010 - September 2014
Eland Capital, LLC August 2008 - January 2011
HSBC Securities 2005 - 2007
Credit Suisse First Boston 1998 - 2005
Credit Suisse First Boston/DLJ 1998 - 2005
Donaldson, Lufkin & Jenrette 1998 - 2000
Donaldson, Lufkin & Jenrette Securities Corp. 1997 - 2000
PaineWebber 1996 - 1998
Deeptech International, Inc. 1993 - 1996
ING 1990 - 1993
Skills
Investment Banking, Capital Markets, Investments, Renewable Energy, Equities, Valuation, Energy, Corporate Finance, Management, Private Equity, Financial Modeling
Education
The University of Texas at Austin 1985 — 1986
Masters, Energy and Mineral Resources
University of Texas at Austin 1981 — 1985
Plan II
Liberty Metals and Mining, LLC January 2010 - September 2014
Eland Capital, LLC August 2008 - January 2011
HSBC Securities 2005 - 2007
Credit Suisse First Boston 1998 - 2005
Credit Suisse First Boston/DLJ 1998 - 2005
Donaldson, Lufkin & Jenrette 1998 - 2000
Donaldson, Lufkin & Jenrette Securities Corp. 1997 - 2000
PaineWebber 1996 - 1998
Deeptech International, Inc. 1993 - 1996
ING 1990 - 1993
Skills
Investment Banking, Capital Markets, Investments, Renewable Energy, Equities, Valuation, Energy, Corporate Finance, Management, Private Equity, Financial Modeling
Education
The University of Texas at Austin 1985 — 1986
Masters, Energy and Mineral Resources
University of Texas at Austin 1981 — 1985
Plan II
James Marks's Credit Suisse First Boston Experience 1999 - 2001
Job President at The Marks Group
Industry Internet
Experience
The Marks Group July 2013 - Present
Keystone Risk Partners 2002 - Present
WineAccess January 2013 - July 2013
Marks Baughan & Co. 2004 - January 2013
Belzberg Technologies 2001 - 2002
Credit Suisse First Boston 1999 - 2001
Deutsche Bank Alex Brown 1998 - 1999
Credit Suisse First Boston 1996 - 1998
Sutro & Co. 1993 - 1996
SNL Financial 1987 - 1993
Skills
Investment Banking, Equities, Corporate Development, Financial Services, Mergers
Education
Swarthmore College 1980 — 1985
BA, Art History
Harriton
Harriton
The Marks Group July 2013 - Present
Keystone Risk Partners 2002 - Present
WineAccess January 2013 - July 2013
Marks Baughan & Co. 2004 - January 2013
Belzberg Technologies 2001 - 2002
Credit Suisse First Boston 1999 - 2001
Deutsche Bank Alex Brown 1998 - 1999
Credit Suisse First Boston 1996 - 1998
Sutro & Co. 1993 - 1996
SNL Financial 1987 - 1993
Skills
Investment Banking, Equities, Corporate Development, Financial Services, Mergers
Education
Swarthmore College 1980 — 1985
BA, Art History
Harriton
Harriton
Matthew Judge's Credit Suisse First Boston Experience 2004 - 2005
Job Vice President, HR Business Partner at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation December 2012 - Present
Sumitomo Mitsui Banking Corporation August 2006 - December 2012
Cantor Fitzgerald 2005 - 2006
Credit Suisse First Boston 2004 - 2005
JPMorganChase 1992 - 2004
Skills
Employee Engagement, Performance Management, Onboarding, Human Resources, Banking, Employee Relations, Leadership, Talent Management, Talent Acquisition, Succession Planning, Management
Education
Teachers College of Columbia University 1999 — 2001
MS, Organizational Psychology
University of Scranton 1984 — 1988
BS, Management
Sumitomo Mitsui Banking Corporation December 2012 - Present
Sumitomo Mitsui Banking Corporation August 2006 - December 2012
Cantor Fitzgerald 2005 - 2006
Credit Suisse First Boston 2004 - 2005
JPMorganChase 1992 - 2004
Skills
Employee Engagement, Performance Management, Onboarding, Human Resources, Banking, Employee Relations, Leadership, Talent Management, Talent Acquisition, Succession Planning, Management
Education
Teachers College of Columbia University 1999 — 2001
MS, Organizational Psychology
University of Scranton 1984 — 1988
BS, Management
David Stoffel's Credit Suisse First Boston Experience 2001 - 2003
Job Vice President, Marketing and New Business Development at Intuitive Surgical
Industry Medical Devices
Experience
Intuitive Surgical September 2014 - Present
Intuitive Surgical July 2013 - Present
Intuitive Surgical January 2009 - July 2013
Radius Ventures January 2003 - December 2008
Credit Suisse First Boston 2001 - 2003
Credit Suisse 2000 - 2002
Skills
Mergers, Medical Devices, Marketing Strategy, Biotechnology, Product Marketing, Competitive Marketing..., Medical Imaging, Private Equity, Start-ups, Financial Modeling, Valuation, Due Diligence, Product Launch, Marketing Management, Specialty Pharmaceutical, Molecular Imaging, M&A experience, Medical Diagnostics, Project Management, Genomics
Education
The University of Chicago - Booth School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Marketing
University of Chicago - The Pritzker School of Medicine 1996 — 2001
MD, Medical Doctor
Stanford University 1992 — 1996
BA, Economics, Biology
Intuitive Surgical September 2014 - Present
Intuitive Surgical July 2013 - Present
Intuitive Surgical January 2009 - July 2013
Radius Ventures January 2003 - December 2008
Credit Suisse First Boston 2001 - 2003
Credit Suisse 2000 - 2002
Skills
Mergers, Medical Devices, Marketing Strategy, Biotechnology, Product Marketing, Competitive Marketing..., Medical Imaging, Private Equity, Start-ups, Financial Modeling, Valuation, Due Diligence, Product Launch, Marketing Management, Specialty Pharmaceutical, Molecular Imaging, M&A experience, Medical Diagnostics, Project Management, Genomics
Education
The University of Chicago - Booth School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Marketing
University of Chicago - The Pritzker School of Medicine 1996 — 2001
MD, Medical Doctor
Stanford University 1992 — 1996
BA, Economics, Biology
David McIlhenny's Credit Suisse First Boston Experience May 1992 - April 1994
Job SunPower: Managing Director Project Finance
Industry Financial Services
Experience
SunPower Corporation July 2009 - Present
Bank of America September 1996 - June 2006
USL Capital (a unit of Ford Motor Company) June 1995 - September 1996
Credit Suisse First Boston May 1992 - April 1994
Kendall Capital Partners January 1990 - May 1992
Drexel Burnham Lambert June 1983 - January 1990
Skills
Corporate Finance, Equities, Finance, Financial Risk, Financial Structuring, Investment Banking, Investments, Joint Ventures, Leasing, Mergers & Acquisitions, Portfolio Management, Project Finance, Project Management, Renewable Energy, Solar Energy, Structured Finance
Education
Temple University - Fox School of Business and Management 1979 — 1981
BBA, Finance
SunPower Corporation July 2009 - Present
Bank of America September 1996 - June 2006
USL Capital (a unit of Ford Motor Company) June 1995 - September 1996
Credit Suisse First Boston May 1992 - April 1994
Kendall Capital Partners January 1990 - May 1992
Drexel Burnham Lambert June 1983 - January 1990
Skills
Corporate Finance, Equities, Finance, Financial Risk, Financial Structuring, Investment Banking, Investments, Joint Ventures, Leasing, Mergers & Acquisitions, Portfolio Management, Project Finance, Project Management, Renewable Energy, Solar Energy, Structured Finance
Education
Temple University - Fox School of Business and Management 1979 — 1981
BBA, Finance
Jim Pettit's Credit Suisse First Boston Experience November 2000 - November 2003
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2010 - Present
MCM Capital Partners June 2009 - July 2010
JP Morgan March 2007 - February 2009
Lancaster Mortgage Bankers LLC 2006 - 2007
The Winter Group November 2003 - January 2006
Credit Suisse First Boston November 2000 - November 2003
DLJ February 2000 - November 2000
Ascent Meredith Asset Management July 1998 - February 2000
robert r. meredith 1998 - 2000
Skills
Loans, Credit, Loan Origination, Underwriting, Trading, Securitization, Capital Markets, Fixed Income, Mortgage Lending, Portfolio Management, MBS, Valuation, Credit Risk, Series 7, Credit Analysis, Financial Services, Financial Modeling, Structured Finance, Asset Management, Mortgage Banking, Banking, Investment Banking, Corporate Finance, Risk Management, Securities, Finance, Hedge Funds, Residential Mortgages, Bonds, Loss Mitigation, Financial Analysis, Derivatives, Investments, Structured Products, Financial Structuring, Financial Risk, Bloomberg, Due Diligence, Financial Markets
Education
The Johns Hopkins University 1994 — 1998
BS, Mathematical Science
JPMorgan Chase July 2010 - Present
MCM Capital Partners June 2009 - July 2010
JP Morgan March 2007 - February 2009
Lancaster Mortgage Bankers LLC 2006 - 2007
The Winter Group November 2003 - January 2006
Credit Suisse First Boston November 2000 - November 2003
DLJ February 2000 - November 2000
Ascent Meredith Asset Management July 1998 - February 2000
robert r. meredith 1998 - 2000
Skills
Loans, Credit, Loan Origination, Underwriting, Trading, Securitization, Capital Markets, Fixed Income, Mortgage Lending, Portfolio Management, MBS, Valuation, Credit Risk, Series 7, Credit Analysis, Financial Services, Financial Modeling, Structured Finance, Asset Management, Mortgage Banking, Banking, Investment Banking, Corporate Finance, Risk Management, Securities, Finance, Hedge Funds, Residential Mortgages, Bonds, Loss Mitigation, Financial Analysis, Derivatives, Investments, Structured Products, Financial Structuring, Financial Risk, Bloomberg, Due Diligence, Financial Markets
Education
The Johns Hopkins University 1994 — 1998
BS, Mathematical Science
Michael Merkur's Credit Suisse First Boston Experience 1998 - 2002
Job Program and Project Manager at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2014 - Present
Bank of America 2013 - 2014
Arc Partners May 2007 - 2013
BearingPoint May 2005 - May 2007
GlobeOp Financial Services 2004 - 2005
Park Avenue Equity Partners, L.P. 2002 - 2004
Credit Suisse First Boston 1998 - 2002
Skills
Process Improvement, Finance, Financial Risk, Strategy, Business Process, Integration, Strategic Planning, CRM, Risk Management, Credit Risk, Capital Markets, Business Analysis, Management, Outsourcing, Financial Services, Analysis
Education
State University of New York at New Paltz 1994 — 1998
Finance, Finance, Accounting, Business Theory
east meadow
Deutsche Bank 2014 - Present
Bank of America 2013 - 2014
Arc Partners May 2007 - 2013
BearingPoint May 2005 - May 2007
GlobeOp Financial Services 2004 - 2005
Park Avenue Equity Partners, L.P. 2002 - 2004
Credit Suisse First Boston 1998 - 2002
Skills
Process Improvement, Finance, Financial Risk, Strategy, Business Process, Integration, Strategic Planning, CRM, Risk Management, Credit Risk, Capital Markets, Business Analysis, Management, Outsourcing, Financial Services, Analysis
Education
State University of New York at New Paltz 1994 — 1998
Finance, Finance, Accounting, Business Theory
east meadow
Alex Zilberman's Credit Suisse First Boston Experience 2000 - 2008
Job Available
Industry Banking
Experience
Credit Suisse 2011 - July 2015
Advisory Services 2009 - March 2011
Credit Suisse 2000 - 2008
Credit Suisse First Boston 2000 - 2008
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Credit Derivatives, CDO, Structured Products, ABS, CLO, High Yield, Securitization, Structured Finance, MBS, Fixed Income, Investment Banking, Swaps, Financial Structuring, Interest Rate..., Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
Master of Business Administration (MBA)
Technion - Israel Institute of Technology 1993 — 1996
Bachelor of Science (BSc), Industrial Engineering
Credit Suisse 2011 - July 2015
Advisory Services 2009 - March 2011
Credit Suisse 2000 - 2008
Credit Suisse First Boston 2000 - 2008
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Credit Derivatives, CDO, Structured Products, ABS, CLO, High Yield, Securitization, Structured Finance, MBS, Fixed Income, Investment Banking, Swaps, Financial Structuring, Interest Rate..., Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
Master of Business Administration (MBA)
Technion - Israel Institute of Technology 1993 — 1996
Bachelor of Science (BSc), Industrial Engineering
Alonzo Cobb's Credit Suisse First Boston Experience 1999 - 2000
Job Book Publishing
Industry Management Consulting
Experience
Wisdom Tooth Media, Inc. October 2013 - Present
NYC Department of Education 2006 - 2012
Kavana Online 2000 - 2001
Credit Suisse First Boston 1999 - 2000
Saishahn Enterprises 1995 - 1999
NYNEX Mobile Communications 1994 - 1995
Saishahn Enterprises 1989 - 1993
Pacific Telesis 1985 - 1988
Childers, Swan & Company 1983 - 1985
Castle & Cooke 1981 - 1982
Skills
PowerPoint, Excel, Visio, Word, Outlook, Access, SPSS, Logistics, MS Project, Operations Management, Lotus Notes, Agribusiness, Chemicals, Banking, Telecommunications, Mathematics Education, Data Analysis, Research, Microsoft Office, Statistics, Analysis, Teaching, Problem Solving, Strategic Planning, Public Speaking, Mathematics, SAS, English, Spanish, Business Strategy, Teamwork, Planning, Administration, Budgeting, Business Analysis, Team Building, Documentation, Microsoft Excel, Technical Writing, Editing, Strategy, Program Management, Policy, Leadership, Qualitative Research, Nonprofits, Social Networking, Microsoft Word, Software Documentation, Budgets
Education
City College of New York (CCNY) 2007 — 2012
MA, Mathematics Education
Stanford University 1980 — 1983
MA, Economics
Stanford University 1980 — 1983
Master of Arts (MA), Economics and Business
Baruch College 1976 — 1979
BBA, Finance
Nassau Community College 1969 — 1976
AS, Chemistry
YMCA Diabetes Prevention Program
YMCA Diabetes Prevention Program
Wisdom Tooth Media, Inc. October 2013 - Present
NYC Department of Education 2006 - 2012
Kavana Online 2000 - 2001
Credit Suisse First Boston 1999 - 2000
Saishahn Enterprises 1995 - 1999
NYNEX Mobile Communications 1994 - 1995
Saishahn Enterprises 1989 - 1993
Pacific Telesis 1985 - 1988
Childers, Swan & Company 1983 - 1985
Castle & Cooke 1981 - 1982
Skills
PowerPoint, Excel, Visio, Word, Outlook, Access, SPSS, Logistics, MS Project, Operations Management, Lotus Notes, Agribusiness, Chemicals, Banking, Telecommunications, Mathematics Education, Data Analysis, Research, Microsoft Office, Statistics, Analysis, Teaching, Problem Solving, Strategic Planning, Public Speaking, Mathematics, SAS, English, Spanish, Business Strategy, Teamwork, Planning, Administration, Budgeting, Business Analysis, Team Building, Documentation, Microsoft Excel, Technical Writing, Editing, Strategy, Program Management, Policy, Leadership, Qualitative Research, Nonprofits, Social Networking, Microsoft Word, Software Documentation, Budgets
Education
City College of New York (CCNY) 2007 — 2012
MA, Mathematics Education
Stanford University 1980 — 1983
MA, Economics
Stanford University 1980 — 1983
Master of Arts (MA), Economics and Business
Baruch College 1976 — 1979
BBA, Finance
Nassau Community College 1969 — 1976
AS, Chemistry
YMCA Diabetes Prevention Program
YMCA Diabetes Prevention Program
Oscar Cabrera's Credit Suisse First Boston Experience March 2003 - September 2004
Job Senior Analyst at Merrill Lynch
Industry Mining & Metals
Experience
Merrill Lynch February 2009 - Present
Goldman Sachs 2004 - November 2008
Credit Suisse First Boston March 2003 - September 2004
Deutsche Bank Securities November 1997 - January 2001
Skills
Equities, Equity Research, Investments, Financial Modeling, Capital Markets, Valuation, Asset Management, Hedge Funds, Mining, Portfolio Management, Bloomberg, Equity Valuation, Emerging Markets, Alternative Investments, Investment Banking
Education
University of Toronto 1986 — 1998
M.Eng, Structures
York University 1993 — 1997
MBA, Finance
Tecnológico de Monterrey 1980 — 1984
B.Sc, Civil Engineering
Merrill Lynch February 2009 - Present
Goldman Sachs 2004 - November 2008
Credit Suisse First Boston March 2003 - September 2004
Deutsche Bank Securities November 1997 - January 2001
Skills
Equities, Equity Research, Investments, Financial Modeling, Capital Markets, Valuation, Asset Management, Hedge Funds, Mining, Portfolio Management, Bloomberg, Equity Valuation, Emerging Markets, Alternative Investments, Investment Banking
Education
University of Toronto 1986 — 1998
M.Eng, Structures
York University 1993 — 1997
MBA, Finance
Tecnológico de Monterrey 1980 — 1984
B.Sc, Civil Engineering
Debra E. Wagner's Credit Suisse First Boston Experience August 1988 - August 1989
Job Business Systems Analyst (contractor) at M&T Bank
Industry Information Technology and Services
Experience
HSBC June 2014 - Present
ECMC November 2012 - September 2013
Erie County Medical Center 2012 - 2013
M&T Bank via Globalquest contract March 2010 - July 2011
Univera Healthcare September 1991 - August 2008
Barrister Information Systems 1989 - 1990
Credit Suisse First Boston August 1988 - August 1989
Skills
Information Architecture, Usability Design, Business Analysis, User Experience, Usability Testing, Requirements Gathering, Microsoft Office, Systems Analysis
Education
State University of New York College at Buffalo 1990 — 1993
Human Factors Engineering
Syracuse University 1975 — 1982
MLS, Library & Information Science
State University of New York College of Environmental Sciences and Forestry 1975 — 1979
BS, Biology
HSBC June 2014 - Present
ECMC November 2012 - September 2013
Erie County Medical Center 2012 - 2013
M&T Bank via Globalquest contract March 2010 - July 2011
Univera Healthcare September 1991 - August 2008
Barrister Information Systems 1989 - 1990
Credit Suisse First Boston August 1988 - August 1989
Skills
Information Architecture, Usability Design, Business Analysis, User Experience, Usability Testing, Requirements Gathering, Microsoft Office, Systems Analysis
Education
State University of New York College at Buffalo 1990 — 1993
Human Factors Engineering
Syracuse University 1975 — 1982
MLS, Library & Information Science
State University of New York College of Environmental Sciences and Forestry 1975 — 1979
BS, Biology
Atabak Mokari's Credit Suisse First Boston Experience Healthcare groupUBS Investment BankSeptember 2009 - Present
Job Healthcare group at UBS Investment Bank
Industry Medical Devices
Experience
Credit Suisse First Boston Healthcare groupUBS Investment BankSeptember 2009 - Present
Bowles Hollowell Conner & Co. 1998 - 2000
Education
The Tuck School of Business at Dartmouth
Credit Suisse First Boston Healthcare groupUBS Investment BankSeptember 2009 - Present
Bowles Hollowell Conner & Co. 1998 - 2000
Education
The Tuck School of Business at Dartmouth
Adam T. Goodman's Credit Suisse First Boston Experience 2001 - 2003
Job Managing Director Intermediate Capital Group (ICG)
Industry Financial Services
Experience
Intermediate Capital Group (ICG) 2015 - Present
MetLife Investments 2010 - 2015
Allied Capital Corporation 2003 - 2009
Credit Suisse First Boston 2001 - 2003
Soles Brower Smith & Company 1996 - 2000
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA
Wake Forest University 1992 — 1996
BS, Finance / Accounting
Intermediate Capital Group (ICG) 2015 - Present
MetLife Investments 2010 - 2015
Allied Capital Corporation 2003 - 2009
Credit Suisse First Boston 2001 - 2003
Soles Brower Smith & Company 1996 - 2000
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA
Wake Forest University 1992 — 1996
BS, Finance / Accounting
Michael Guthrie's Credit Suisse First Boston Experience September 1997 - September 1999
Job Chief Financial Officer at TrueCar, Inc.
Industry Online Media
Experience
TrueCar, Inc. January 2012 - Present
SharesPost January 2011 - November 2011
Corax Capital Partners February 2009 - January 2011
Symphony Technology Group, LLC January 2007 - January 2009
Garnett & Helfrich Capital January 2004 - December 2006
TPG Ventures, LLC September 2000 - January 2004
J&W Seligman September 1999 - September 2000
Credit Suisse First Boston September 1997 - September 1999
Montgomery Securities August 1994 - September 1997
Union Bank of California September 1988 - June 1992
Skills
Venture Capital, Corporate Development, Private Equity, Mergers, Start-ups, Growth Capital, Financial Modeling, Investment Banking, Entrepreneurship, Valuation, Business Strategy, Due Diligence, Angel Investing, Investments, Strategy
Education
Stanford University Graduate School of Business 1992 — 1994
Masters, Business Administration
University of Virginia 1983 — 1987
BA, Economics
TrueCar, Inc. January 2012 - Present
SharesPost January 2011 - November 2011
Corax Capital Partners February 2009 - January 2011
Symphony Technology Group, LLC January 2007 - January 2009
Garnett & Helfrich Capital January 2004 - December 2006
TPG Ventures, LLC September 2000 - January 2004
J&W Seligman September 1999 - September 2000
Credit Suisse First Boston September 1997 - September 1999
Montgomery Securities August 1994 - September 1997
Union Bank of California September 1988 - June 1992
Skills
Venture Capital, Corporate Development, Private Equity, Mergers, Start-ups, Growth Capital, Financial Modeling, Investment Banking, Entrepreneurship, Valuation, Business Strategy, Due Diligence, Angel Investing, Investments, Strategy
Education
Stanford University Graduate School of Business 1992 — 1994
Masters, Business Administration
University of Virginia 1983 — 1987
BA, Economics
Stephen Grebow's Credit Suisse First Boston Experience March 2006 - May 2008
Job Compensation Manager at Cisco
Industry Computer Software
Experience
Cisco July 2015 - Present
Red Hat February 2012 - July 2015
Red Hat June 2008 - February 2012
Credit Suisse First Boston March 2006 - May 2008
Skills
Equities, Mergers, Financial Analysis, Process Improvement, Employee Benefits, Deferred Compensation, HRIS, Onboarding, Performance Management, Vendor Management, Executive Pay, Human Resources, Financial Modeling
Education
Temple University - Fox School of Business and Management
BA, Finance
Cisco July 2015 - Present
Red Hat February 2012 - July 2015
Red Hat June 2008 - February 2012
Credit Suisse First Boston March 2006 - May 2008
Skills
Equities, Mergers, Financial Analysis, Process Improvement, Employee Benefits, Deferred Compensation, HRIS, Onboarding, Performance Management, Vendor Management, Executive Pay, Human Resources, Financial Modeling
Education
Temple University - Fox School of Business and Management
BA, Finance
William Lutkins's Credit Suisse First Boston Experience September 1997 - June 2002
Job Managing Director at Sound Harbor Partners
Industry Investment Management
Experience
Sound Harbor Partners January 2013 - Present
Aladdin Capital Management June 2004 - December 2012
Octagon Credit Investors June 2002 - February 2004
Credit Suisse First Boston September 1997 - June 2002
Education
Vanderbilt University - Owen Graduate School of Management 1991 — 1993
MBA, Finance
Saint Lawrence University
B.A..
Sound Harbor Partners January 2013 - Present
Aladdin Capital Management June 2004 - December 2012
Octagon Credit Investors June 2002 - February 2004
Credit Suisse First Boston September 1997 - June 2002
Education
Vanderbilt University - Owen Graduate School of Management 1991 — 1993
MBA, Finance
Saint Lawrence University
B.A..
Satish Bapatla's Credit Suisse First Boston Experience June 2010 - March 2012
Job VP ,Digital Analytics at Citi
Industry Information Technology and Services
Experience
Citi July 2014 - Present
Rabobank March 2012 - June 2014
Credit Suisse First Boston June 2010 - March 2012
AIG February 2010 - May 2010
Rabobank April 2004 - January 2010
Skills
Hadoop, Hive, Apache Pig, R, Machine Learning, Data Mining, Mahout, Python, Data Warehousing, Modeling, Unix, Oracle, Business Intelligence, PeopleSoft, Crystal Reports, SQL, Requirements Analysis, Performance Tuning, SDLC, SQL Tuning, PL/SQL
Education
New York University 2013 — 2014
Masters in business analytics, Data Analytics
Stevens Institute of Technology 2002 — 2004
Masters, Electrical Engineering
Citi July 2014 - Present
Rabobank March 2012 - June 2014
Credit Suisse First Boston June 2010 - March 2012
AIG February 2010 - May 2010
Rabobank April 2004 - January 2010
Skills
Hadoop, Hive, Apache Pig, R, Machine Learning, Data Mining, Mahout, Python, Data Warehousing, Modeling, Unix, Oracle, Business Intelligence, PeopleSoft, Crystal Reports, SQL, Requirements Analysis, Performance Tuning, SDLC, SQL Tuning, PL/SQL
Education
New York University 2013 — 2014
Masters in business analytics, Data Analytics
Stevens Institute of Technology 2002 — 2004
Masters, Electrical Engineering
David Bercovich's Credit Suisse First Boston Experience 2000 - 2001
Job VP, North America at AlertMe.com
Industry Computer Software
Experience
AlertMe.com September 2009 - Present
Google April 2003 - August 2009
Applied Semantics November 2002 - April 2003
State of California 2001 - 2002
Credit Suisse First Boston 2000 - 2001
Skills
Business Development, Marketing, Strategy, Start-ups, Strategic Partnerships, Mergers, Executive Management, Public Relations, Connected Devices, Connected Health, Energy Efficiency, Energy Policy, Cleantech, Mergers & Acquisitions, Management, Product Marketing
Education
The London School of Economics and Political Science (LSE) 1999 — 2001
MSc
Yale University 1995 — 1999
BA
AlertMe.com September 2009 - Present
Google April 2003 - August 2009
Applied Semantics November 2002 - April 2003
State of California 2001 - 2002
Credit Suisse First Boston 2000 - 2001
Skills
Business Development, Marketing, Strategy, Start-ups, Strategic Partnerships, Mergers, Executive Management, Public Relations, Connected Devices, Connected Health, Energy Efficiency, Energy Policy, Cleantech, Mergers & Acquisitions, Management, Product Marketing
Education
The London School of Economics and Political Science (LSE) 1999 — 2001
MSc
Yale University 1995 — 1999
BA
Jackson Lau's Credit Suisse First Boston Experience October 2006 - November 2007
Job Systems Administrator at Columbia University in the City of New York
Industry Information Technology and Services
Experience
Columbia University in the City of New York July 2015 - Present
DMG Consulting LLC May 2014 - May 2015
NewYork Presbyterian Hospital November 2007 - May 2014
Credit Suisse First Boston October 2006 - November 2007
Skills
PowerPoint, Research, Customer Service, Troubleshooting, Windows, SQL, HTML, Visio, Unix, Active Directory, Windows Server, HelpStar, Acronis, Carbonite, iBackup, SonicWALL, Blackbaud CRM, Office 365, Microsoft Exchange
Education
State University of New York College at Buffalo 2002 — 2006
Bachelor of Science (B.S.), Computer Science
Columbia University in the City of New York July 2015 - Present
DMG Consulting LLC May 2014 - May 2015
NewYork Presbyterian Hospital November 2007 - May 2014
Credit Suisse First Boston October 2006 - November 2007
Skills
PowerPoint, Research, Customer Service, Troubleshooting, Windows, SQL, HTML, Visio, Unix, Active Directory, Windows Server, HelpStar, Acronis, Carbonite, iBackup, SonicWALL, Blackbaud CRM, Office 365, Microsoft Exchange
Education
State University of New York College at Buffalo 2002 — 2006
Bachelor of Science (B.S.), Computer Science
David Scicolone's Credit Suisse First Boston Experience 2002 - 2006
Job Product ManagerNorth America at Brevan Howard US
Industry Investment Management
Experience
Brevan Howard US February 2010 - Present
RMF/Man Investments 2007 - 2009
Family Office (start up) 2006 - 2007
Credit Suisse First Boston 2002 - 2006
Credit Suisse First Boston 2001 - 2002
EMF Financial Products 1999 - 2001
Credit Suisse First Boston 1996 - 1999
Merrill Lynch Capital Markets 1991 - 1996
Skills
Alternative Investments, Bonds, Capital Markets, Derivatives, Fixed Income, Hedge Funds, Investments, Portfolio Management, Trading
Education
The Ohio State University 1986 — 1990
BS, Finance
Brevan Howard US February 2010 - Present
RMF/Man Investments 2007 - 2009
Family Office (start up) 2006 - 2007
Credit Suisse First Boston 2002 - 2006
Credit Suisse First Boston 2001 - 2002
EMF Financial Products 1999 - 2001
Credit Suisse First Boston 1996 - 1999
Merrill Lynch Capital Markets 1991 - 1996
Skills
Alternative Investments, Bonds, Capital Markets, Derivatives, Fixed Income, Hedge Funds, Investments, Portfolio Management, Trading
Education
The Ohio State University 1986 — 1990
BS, Finance
Stacy Pak's Credit Suisse First Boston Experience 1993 - 1999
Job Happily retired and enjoying time with my family:)
Industry Financial Services
Experience
Barclays Capital December 2010 - April 2012
SP Research Inc. January 2009 - February 2011
Prudential Securities 1999 - 2007
Credit Suisse First Boston 1993 - 1999
Skills
Equity Research, Equities, Hedge Funds, Series 7, Investments, Securities, Portfolio Management, Series 63, Asset Managment, Financial Modeling, Capital Markets, Bloomberg, Valuation
Education
The University of Chicago - Booth School of Business 1990 — 1992
MBA, Finance
Barclays Capital December 2010 - April 2012
SP Research Inc. January 2009 - February 2011
Prudential Securities 1999 - 2007
Credit Suisse First Boston 1993 - 1999
Skills
Equity Research, Equities, Hedge Funds, Series 7, Investments, Securities, Portfolio Management, Series 63, Asset Managment, Financial Modeling, Capital Markets, Bloomberg, Valuation
Education
The University of Chicago - Booth School of Business 1990 — 1992
MBA, Finance
Mitesh Hassamal's Credit Suisse First Boston Experience 2003 - 2009
Job Equity Capital Markets UBS
Industry Investment Banking
Experience
UBS Investment Bank 2010 - Present
Credit Suisse First Boston 2003 - 2009
American Express SPG 2002 - 2003
Education
The London School of Economics and Political Science (LSE) 1999 — 2002
BSc Hons, Management Sciences
UBS Investment Bank 2010 - Present
Credit Suisse First Boston 2003 - 2009
American Express SPG 2002 - 2003
Education
The London School of Economics and Political Science (LSE) 1999 — 2002
BSc Hons, Management Sciences
Farah Hasan's Credit Suisse First Boston Experience July 2002 - October 2003
Job Business Analyst Lead at Citi
Industry Financial Services
Experience
Citigroup September 2011 - Present
Bloomberg LP November 2009 - July 2011
Goldman Sachs October 2006 - February 2009
Credit Suisse First Boston July 2002 - October 2003
J.P. Morgan August 1997 - July 2002
Princeton Information Systems 1994 - 1997
Skills
Agile Methodologies, Business Analysis, Business Requirements, DB2, Data Migration, Data Modeling, Equities, Financial Services, Linux, Management, Performance Tuning, Risk Management, SDLC, Software Project..., Solaris, Sybase, Trading, Trading Systems, Unix, Bloomberg
Education
Temple University
M.S., Computer Science
University of Hyderabad
BS, Computer Science
Citigroup September 2011 - Present
Bloomberg LP November 2009 - July 2011
Goldman Sachs October 2006 - February 2009
Credit Suisse First Boston July 2002 - October 2003
J.P. Morgan August 1997 - July 2002
Princeton Information Systems 1994 - 1997
Skills
Agile Methodologies, Business Analysis, Business Requirements, DB2, Data Migration, Data Modeling, Equities, Financial Services, Linux, Management, Performance Tuning, Risk Management, SDLC, Software Project..., Solaris, Sybase, Trading, Trading Systems, Unix, Bloomberg
Education
Temple University
M.S., Computer Science
University of Hyderabad
BS, Computer Science
Merxe Tudela's Credit Suisse First Boston Experience October 1999 - April 2001
Job Vice President Senior Analyst at Moodys Corporation
Industry Research
Experience
Moodys Corporation February 2011 - Present
Bank of England - Structural Economic Analysis Division January 2010 - August 2010
Bank of England - International Economics Division October 2006 - December 2009
Bank of England - Financial Stability Area September 2001 - September 2006
University of Valencia September 2000 - December 2001
Credit Suisse First Boston October 1999 - April 2001
London School of Economics January 1998 - January 1999
University of Valencia January 1993 - January 1996
Skills
Macroeconomics, Emerging Markets, Economics, Analysis, Credit Risk, Finance, Valuation, Monetary Policy, Financial Modeling, Economic Research
Education
The London School of Economics and Political Science (LSE) 1998 — 2002
PhD, Economics
University of Warwick 1996 — 1997
MsC, Economics
University of Valencia
MSc; MPhil, Economics; Economics
University of Valencia
Degree, Economics
Moodys Corporation February 2011 - Present
Bank of England - Structural Economic Analysis Division January 2010 - August 2010
Bank of England - International Economics Division October 2006 - December 2009
Bank of England - Financial Stability Area September 2001 - September 2006
University of Valencia September 2000 - December 2001
Credit Suisse First Boston October 1999 - April 2001
London School of Economics January 1998 - January 1999
University of Valencia January 1993 - January 1996
Skills
Macroeconomics, Emerging Markets, Economics, Analysis, Credit Risk, Finance, Valuation, Monetary Policy, Financial Modeling, Economic Research
Education
The London School of Economics and Political Science (LSE) 1998 — 2002
PhD, Economics
University of Warwick 1996 — 1997
MsC, Economics
University of Valencia
MSc; MPhil, Economics; Economics
University of Valencia
Degree, Economics
Jonathan Chen's Credit Suisse First Boston Experience January 2004 - May 2005
Job SVP, International Operations & Investor Relations at MicroPort Scientific Corp
Industry Medical Devices
Experience
MicroPort Scientific Corporation July 2012 - Present
Angiotech Pharmaceuticals, Inc. January 2008 - March 2011
Angiotech Pharmaceuticals, Inc. July 2006 - December 2007
Angiotech Pharmaceuticals, Inc. September 2005 - June 2006
Credit Suisse First Boston January 2004 - May 2005
Credit Suisse First Boston January 2001 - December 2003
Alex. Brown & Sons July 1997 - December 2000
Skills
Negotiation, Business Strategy, Financial Analysis, Structuring, Mergers, Private Equity, Strategic Planning, Business Planning, New Business Development, Forecasting, Due Diligence, Team Building, Corporate Finance, Financial Modeling, Strategy Development, Restructuring, Contract Negotiation
Education
Stanford University 1993 — 1997
BS; BA, Biological Sciences (Honors); Economics
MicroPort Scientific Corporation July 2012 - Present
Angiotech Pharmaceuticals, Inc. January 2008 - March 2011
Angiotech Pharmaceuticals, Inc. July 2006 - December 2007
Angiotech Pharmaceuticals, Inc. September 2005 - June 2006
Credit Suisse First Boston January 2004 - May 2005
Credit Suisse First Boston January 2001 - December 2003
Alex. Brown & Sons July 1997 - December 2000
Skills
Negotiation, Business Strategy, Financial Analysis, Structuring, Mergers, Private Equity, Strategic Planning, Business Planning, New Business Development, Forecasting, Due Diligence, Team Building, Corporate Finance, Financial Modeling, Strategy Development, Restructuring, Contract Negotiation
Education
Stanford University 1993 — 1997
BS; BA, Biological Sciences (Honors); Economics
Barbara Arcilla's Credit Suisse First Boston Experience April 1986 - May 1997
Job Experienced Senior Coordinator / Fleet Lease Program Manager
Industry Pharmaceuticals
Experience
Ceva Animal Health 2007 - September 2012
Ceva Animal Health July 2007 - January 2011
Tulfra Realty II, LLC May 2004 - October 2006
Unilever Bestfoods September 1998 - June 2003
Credit Suisse First Boston April 1986 - May 1997
Skills
Microsoft Excel, Microsoft Word, Team-oriented, Building Relationships, Meeting Logistics..., Events Coordination, Organization &..., Microsoft Office, Fleet Management, Administrative..., Veterinary Medicine, Contract Negotiation, Pharmaceutical Industry, Training, Recruiting, Sales Operations, Leadership, Customer Satisfaction, Hiring, Management, Logistics, Travel Arrangements, Pharmaceutical Sales, Teamwork, Marketing, QuickBooks, Software Documentation, Human Resources, JD Edwards, Employee Benefits, Sales, Customer Service, Time Management
Education
Stony Brook University 1979 — 1982
BA, English
Ceva Animal Health 2007 - September 2012
Ceva Animal Health July 2007 - January 2011
Tulfra Realty II, LLC May 2004 - October 2006
Unilever Bestfoods September 1998 - June 2003
Credit Suisse First Boston April 1986 - May 1997
Skills
Microsoft Excel, Microsoft Word, Team-oriented, Building Relationships, Meeting Logistics..., Events Coordination, Organization &..., Microsoft Office, Fleet Management, Administrative..., Veterinary Medicine, Contract Negotiation, Pharmaceutical Industry, Training, Recruiting, Sales Operations, Leadership, Customer Satisfaction, Hiring, Management, Logistics, Travel Arrangements, Pharmaceutical Sales, Teamwork, Marketing, QuickBooks, Software Documentation, Human Resources, JD Edwards, Employee Benefits, Sales, Customer Service, Time Management
Education
Stony Brook University 1979 — 1982
BA, English
Shane Burke's Credit Suisse First Boston Experience 1998 - 2002
Job Strategy & Corporate Development
Industry Financial Services
Experience
Altria December 2013 - Present
UL (Underwriters Labs) 2011 - 2013
Sara Lee 2005 - 2011
USG 2003 - 2005
Credit Suisse First Boston 1998 - 2002
Skills
Strategy, Mergers & Acquisitions, Mergers, Corporate Development, Business Development, Strategic Partnerships, Competitive Analysis, Business Strategy, Cross-functional Team..., Due Diligence, Valuation, Finance, Venture Capital, Divestitures, Management, Restructuring, Financial Modeling
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA, Strategy & Finance
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science, Mechanical Engineering
Altria December 2013 - Present
UL (Underwriters Labs) 2011 - 2013
Sara Lee 2005 - 2011
USG 2003 - 2005
Credit Suisse First Boston 1998 - 2002
Skills
Strategy, Mergers & Acquisitions, Mergers, Corporate Development, Business Development, Strategic Partnerships, Competitive Analysis, Business Strategy, Cross-functional Team..., Due Diligence, Valuation, Finance, Venture Capital, Divestitures, Management, Restructuring, Financial Modeling
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA, Strategy & Finance
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science, Mechanical Engineering
Brendan Maher's Credit Suisse First Boston Experience 1994 - 1997
Job Former Portfolio Manager
Industry Investment Management
Experience
Fellow Irish Social Hub (FISH) July 2010 - Present
Calamos Investments September 2012 - July 2015
Black Capital, LLC March 2011 - September 2012
Savannah-Baltimore Capital March 2005 - December 2007
Gothic Capital Managent 1999 - 2004
Fidelity Investments 1997 - 1999
Credit Suisse First Boston 1994 - 1997
Skills
Portfolio Management, Equity Research, Asset Management, Securities, Hedge Funds, Alternative Investments, Venture Capital, Private Equity, Investments, Equities, Mutual Funds, Valuation
Education
University of Notre Dame 1990 — 1994
BBA, Finance
The University of Notre Dame Australia 1992 — 1992
International Business
Delbarton School 1986 — 1990
Fellow Irish Social Hub (FISH) July 2010 - Present
Calamos Investments September 2012 - July 2015
Black Capital, LLC March 2011 - September 2012
Savannah-Baltimore Capital March 2005 - December 2007
Gothic Capital Managent 1999 - 2004
Fidelity Investments 1997 - 1999
Credit Suisse First Boston 1994 - 1997
Skills
Portfolio Management, Equity Research, Asset Management, Securities, Hedge Funds, Alternative Investments, Venture Capital, Private Equity, Investments, Equities, Mutual Funds, Valuation
Education
University of Notre Dame 1990 — 1994
BBA, Finance
The University of Notre Dame Australia 1992 — 1992
International Business
Delbarton School 1986 — 1990
Charles Trotter's Credit Suisse First Boston Experience June 2001 - January 2002
Job Teacher at Key School
Industry Primary/Secondary Education
Experience
Key School January 2006 - Present
AmeriCo. Group December 2002 - July 2005
Credit Suisse First Boston June 2001 - January 2002
Skills
Import Logistics, Accounts Payable, Curriculum Development, Leadership, Organization, Solid computer skills, Windows 7, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, PeopleSoft, SAP, Typing, Teaching, Tutoring, Mathematics, Creative Writing, Filing
Education
Texas Wesleyan University 1997 — 2000
Bachelor's degree, Business Administration
Key School January 2006 - Present
AmeriCo. Group December 2002 - July 2005
Credit Suisse First Boston June 2001 - January 2002
Skills
Import Logistics, Accounts Payable, Curriculum Development, Leadership, Organization, Solid computer skills, Windows 7, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, PeopleSoft, SAP, Typing, Teaching, Tutoring, Mathematics, Creative Writing, Filing
Education
Texas Wesleyan University 1997 — 2000
Bachelor's degree, Business Administration
Blair A. West's Credit Suisse First Boston Experience July 1995 - March 2000
Job CEO at Hamptons Yacht Group
Industry Leisure, Travel & Tourism
Experience
Hamptons Yacht Group January 2012 - Present
Crusader Financial Group, Inc. March 2000 - December 2011
Credit Suisse First Boston July 1995 - March 2000
Barnett Bank of Tampa January 1988 - July 1993
Education
The University of Chicago Booth School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Accounting and Finance
Wheaton College 1983 — 1987
Bachelor's Degree, Economics, Accounting and Finance
Lamar High School 1979 — 1983
Hamptons Yacht Group January 2012 - Present
Crusader Financial Group, Inc. March 2000 - December 2011
Credit Suisse First Boston July 1995 - March 2000
Barnett Bank of Tampa January 1988 - July 1993
Education
The University of Chicago Booth School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Accounting and Finance
Wheaton College 1983 — 1987
Bachelor's Degree, Economics, Accounting and Finance
Lamar High School 1979 — 1983
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS