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
Derek Groff, ASA Derek Groff, ASA's Credit Suisse First Boston Experience 2001 - 2003
Job Experienced Valuation and Finance Professional
Industry Financial Services
Experience
Frank, Rimerman + Co. LLP 2008 - Present
Three Rights Left, LLC 2008 - 2012
Symantec Corporation 2005 - 2007
UBS 2003 - 2005
Credit Suisse First Boston 2001 - 2003
Skills
Corporate Finance, Valuation, Mergers, Financial Modeling, Venture Capital, Management Consulting, Mergers & Acquisitions, Due Diligence, Business Strategy, Investment Banking, Investments, Business Development, Team Leadership, Strategy, Corporate Development, Portfolio Management, Financial Reporting, Equities, Investor Relations, Business Valuation, Finance, Management, Financial Analysis, Start-ups, Strategic Planning
Education
University of California, Berkeley 2013 — 2015
Leadership and Management, 4.0 GPA
University of New South Wales 2000 — 2000
Business/Economics
University of California, Santa Cruz 1996 — 2000
B.A., Business Economics, 3.7 GPA
Frank, Rimerman + Co. LLP 2008 - Present
Three Rights Left, LLC 2008 - 2012
Symantec Corporation 2005 - 2007
UBS 2003 - 2005
Credit Suisse First Boston 2001 - 2003
Skills
Corporate Finance, Valuation, Mergers, Financial Modeling, Venture Capital, Management Consulting, Mergers & Acquisitions, Due Diligence, Business Strategy, Investment Banking, Investments, Business Development, Team Leadership, Strategy, Corporate Development, Portfolio Management, Financial Reporting, Equities, Investor Relations, Business Valuation, Finance, Management, Financial Analysis, Start-ups, Strategic Planning
Education
University of California, Berkeley 2013 — 2015
Leadership and Management, 4.0 GPA
University of New South Wales 2000 — 2000
Business/Economics
University of California, Santa Cruz 1996 — 2000
B.A., Business Economics, 3.7 GPA
Steven Davies (LION) Steven Davies (LION)'s Credit Suisse First Boston Experience August 1992 - January 1999
Job Talent Acquisition Professional, Recruiter and Change Catalyst
Industry Staffing and Recruiting
Experience
Tri-Starr Personnel March 2011 - Present
Wall Street Recruitment Limited July 2008 - September 2008
Envision Financial Services Recruiters October 2005 - March 2008
Team Executive Consultants Ltd June 2004 - September 2005
Credit Suisse First Boston August 1992 - January 1999
Citigroup August 1976 - August 1992
Skills
Audit, Financial Advisory, Accounting, Federal Tax, International Tax, State and Local Tax, Transfer Pricing, Wealth Management, Institutional Asset..., Financial Analysis, Financial Institutions, Tax, Auditing, Talent Acquisition, Recruiting, Financial Services, Sourcing, Institutional..., Mergers & Acquisitions, Finance, Human Resources, Management, Talent Management, Strategy, Risk Management, Executive Search, Corporate Finance, Investment Banking, Temporary Staffing, Contract Recruitment, Technical Recruiting, Internet Recruiting, Temporary Placement, Screening Resumes, Staffing Services, Benefits Negotiation, College Recruiting, Networking, Resume Writing, Interviews, Onboarding, Permanent Placement, Consulting, PeopleSoft, Executive Networking
Education
Citigroup 1990 — 1992
Finance
University of Greenwich 1971 — 1974
English Literature
Tri-Starr Personnel March 2011 - Present
Wall Street Recruitment Limited July 2008 - September 2008
Envision Financial Services Recruiters October 2005 - March 2008
Team Executive Consultants Ltd June 2004 - September 2005
Credit Suisse First Boston August 1992 - January 1999
Citigroup August 1976 - August 1992
Skills
Audit, Financial Advisory, Accounting, Federal Tax, International Tax, State and Local Tax, Transfer Pricing, Wealth Management, Institutional Asset..., Financial Analysis, Financial Institutions, Tax, Auditing, Talent Acquisition, Recruiting, Financial Services, Sourcing, Institutional..., Mergers & Acquisitions, Finance, Human Resources, Management, Talent Management, Strategy, Risk Management, Executive Search, Corporate Finance, Investment Banking, Temporary Staffing, Contract Recruitment, Technical Recruiting, Internet Recruiting, Temporary Placement, Screening Resumes, Staffing Services, Benefits Negotiation, College Recruiting, Networking, Resume Writing, Interviews, Onboarding, Permanent Placement, Consulting, PeopleSoft, Executive Networking
Education
Citigroup 1990 — 1992
Finance
University of Greenwich 1971 — 1974
English Literature
Oliver Williams's Credit Suisse First Boston Experience May 2001 - June 2001
Job
Industry Computer Software
Experience
Apple January 2015 - Present
Microsoft Research August 2011 - September 2014
Microsoft Research October 2007 - August 2011
Microsoft Research November 2005 - October 2007
University of Cambridge 2002 - 2005
Credit Suisse First Boston May 2001 - June 2001
Ford Motor Company September 1997 - September 2000
Skills
Computer Vision, Neural Networks, Artificial Intelligence, Monte Carlo Simulation, Pattern Recognition, Matlab, Data Mining, Distributed Systems, High Performance..., Statistics, Machine Learning, Algorithms, Mathematics, C++, Video Processing, Bayesian statistics, Parallel Computing, Parallel Programming, C, Scientific Computing, Statistical Signal..., Image Processing, Programming, Mathematical Modeling, Numerical Analysis, CUDA, GPGPU, Signal Processing, LaTeX, Linear Algebra, Applied Mathematics, Image Analysis, Computer Science, OpenCV, Algorithm Design, Information Retrieval
Education
University of Cambridge 2002 — 2005
PhD, Machine Intelligence
University of Cambridge 1998 — 2002
MEng, Engineering
Apple January 2015 - Present
Microsoft Research August 2011 - September 2014
Microsoft Research October 2007 - August 2011
Microsoft Research November 2005 - October 2007
University of Cambridge 2002 - 2005
Credit Suisse First Boston May 2001 - June 2001
Ford Motor Company September 1997 - September 2000
Skills
Computer Vision, Neural Networks, Artificial Intelligence, Monte Carlo Simulation, Pattern Recognition, Matlab, Data Mining, Distributed Systems, High Performance..., Statistics, Machine Learning, Algorithms, Mathematics, C++, Video Processing, Bayesian statistics, Parallel Computing, Parallel Programming, C, Scientific Computing, Statistical Signal..., Image Processing, Programming, Mathematical Modeling, Numerical Analysis, CUDA, GPGPU, Signal Processing, LaTeX, Linear Algebra, Applied Mathematics, Image Analysis, Computer Science, OpenCV, Algorithm Design, Information Retrieval
Education
University of Cambridge 2002 — 2005
PhD, Machine Intelligence
University of Cambridge 1998 — 2002
MEng, Engineering
Kimberly Harrod Kimberly Harrod's Credit Suisse First Boston Experience 1992 - 1993
Job Founder & CEO at Keepsayk LLC
Industry Computer Software
Experience
Keepsayk 2012 - Present
Arbor Investments 2001 - 2012
Vision Capital Partners, LLC 1999 - 2001
Fruit of the Loom, Inc. 1997 - 1999
Credit Suisse First Boston 1992 - 1993
Kidder, Peabody & Co., Inc. 1991 - 1992
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Financial Modeling
Education
University of Chicago 1993 — 1994
Master of Arts
University of Illinois at Urbana-Champaign 1987 — 1991
B.S., Finance
The Starter League
Keepsayk 2012 - Present
Arbor Investments 2001 - 2012
Vision Capital Partners, LLC 1999 - 2001
Fruit of the Loom, Inc. 1997 - 1999
Credit Suisse First Boston 1992 - 1993
Kidder, Peabody & Co., Inc. 1991 - 1992
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Financial Modeling
Education
University of Chicago 1993 — 1994
Master of Arts
University of Illinois at Urbana-Champaign 1987 — 1991
B.S., Finance
The Starter League
Jason Nadeau's Credit Suisse First Boston Experience June 2004 - August 2004
Job Proven Enterprise Software Builder and Marketer
Industry Information Technology and Services
Experience
Pure Storage August 2014 - Present
Hewlett-Packard May 2013 - May 2014
Symantec April 2012 - April 2013
Symantec April 2009 - April 2012
Symantec October 2007 - April 2009
Symantec March 2007 - September 2007
Symantec (Formerly VERITAS) June 2005 - March 2007
Credit Suisse First Boston June 2004 - August 2004
PureEdge Solutions (acquired by IBM) September 1997 - July 2003
PureEdge Solutions December 1996 - September 1997
Skills
Product Management, Enterprise Software, Product Marketing, High Availability, Security, Cross-functional Team..., Storage, Professional Services, SaaS, Cloud Security, Endpoint Security, Portfolio Management, Channel Partners, Corporate Finance, Sales, R&D, Talent Management, Collaboration, Downhill Skiing, Acoustic Guitar, Volleyball, Business Case Modelling, Mobile Product..., Agile Methodologies, Strategic Partnerships, Go-to-market Strategy, Performance Testing..., Functional Testing, Start-ups, Competitive Analysis, Strategy, Leadership, Project Management, Mobile Devices, Application Lifecycle...
Education
UC Berkeley, Haas School of Business 2003 — 2005
MBA
University of Victoria 1989 — 1994
BSEE
Pure Storage August 2014 - Present
Hewlett-Packard May 2013 - May 2014
Symantec April 2012 - April 2013
Symantec April 2009 - April 2012
Symantec October 2007 - April 2009
Symantec March 2007 - September 2007
Symantec (Formerly VERITAS) June 2005 - March 2007
Credit Suisse First Boston June 2004 - August 2004
PureEdge Solutions (acquired by IBM) September 1997 - July 2003
PureEdge Solutions December 1996 - September 1997
Skills
Product Management, Enterprise Software, Product Marketing, High Availability, Security, Cross-functional Team..., Storage, Professional Services, SaaS, Cloud Security, Endpoint Security, Portfolio Management, Channel Partners, Corporate Finance, Sales, R&D, Talent Management, Collaboration, Downhill Skiing, Acoustic Guitar, Volleyball, Business Case Modelling, Mobile Product..., Agile Methodologies, Strategic Partnerships, Go-to-market Strategy, Performance Testing..., Functional Testing, Start-ups, Competitive Analysis, Strategy, Leadership, Project Management, Mobile Devices, Application Lifecycle...
Education
UC Berkeley, Haas School of Business 2003 — 2005
MBA
University of Victoria 1989 — 1994
BSEE
Kathy Willing's Credit Suisse First Boston Experience 1992 - 1999
Job CFO at Diversified Communications HQ
Industry Events Services
Experience
Diversified Communications HQ October 2014 - Present
Cole Haan July 2005 - October 2014
Goldman Sachs 1999 - 2001
Credit Suisse First Boston 1992 - 1999
Education
Trinity College-Hartford 1988 — 1992
B.A., History
Diversified Communications HQ October 2014 - Present
Cole Haan July 2005 - October 2014
Goldman Sachs 1999 - 2001
Credit Suisse First Boston 1992 - 1999
Education
Trinity College-Hartford 1988 — 1992
B.A., History
Jean Walshe, CFA, CAIA Jean Walshe, CFA, CAIA's Credit Suisse First Boston Experience 1987 - 1993
Job Managing Director, J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management 2008 - Present
J.P. Morgan Asset Management 2000 - 2007
UBS 1996 - 1999
BNP Paribas 1993 - 1996
Credit Suisse First Boston 1987 - 1993
Manufacturers Hanover Trust 1983 - 1987
Skills
Hedge Funds, Institutional..., Alternative Investments, Institutional Sales, Alternative Investment..., Equities, Asset Allocation, Fixed Income, Asset Managment, Investment Management, Asset Management, Securities, Capital Markets, Mutual Funds, Trading, Risk Management, Portfolio Management, Bonds
Education
Trinity College-Hartford
B.A.
J.P. Morgan Asset Management 2008 - Present
J.P. Morgan Asset Management 2000 - 2007
UBS 1996 - 1999
BNP Paribas 1993 - 1996
Credit Suisse First Boston 1987 - 1993
Manufacturers Hanover Trust 1983 - 1987
Skills
Hedge Funds, Institutional..., Alternative Investments, Institutional Sales, Alternative Investment..., Equities, Asset Allocation, Fixed Income, Asset Managment, Investment Management, Asset Management, Securities, Capital Markets, Mutual Funds, Trading, Risk Management, Portfolio Management, Bonds
Education
Trinity College-Hartford
B.A.
Giovanni Edwards, MBA Giovanni Edwards, MBA's Credit Suisse First Boston Experience December 1999 - November 2000
Job Economic Research Analyst at CenterPoint Energy
Industry Utilities
Experience
CenterPoint Energy November 2005 - Present
Apollo Business Advisory January 2003 - October 2005
Deutsche Bank September 2001 - August 2002
Deutsche Bank January 2001 - September 2001
Credit Suisse First Boston December 1999 - November 2000
Credit Suisse First Boston June 1999 - December 1999
Lehman Brothers January 1998 - April 1999
Skills
Finance, Financial Analysis, Financial Modeling, Financial Services, Financial Statement..., Corporate Finance, Business Strategy, Business Analysis, Research, Market Research, Economic Research, Economic Development, Economic Modeling, Project Management, Risk Management, E-commerce, Strategic Communications, Microsoft Excel, Management Consulting, Due Diligence, Data Analysis, Economics, Analysis, Forecasting, Business Planning, Business Development, Budgets, Valuation, Energy
Education
Tulane University - A.B. Freeman School of Business
Master of Business Administration (M.B.A.), Finance and Management
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance
CenterPoint Energy November 2005 - Present
Apollo Business Advisory January 2003 - October 2005
Deutsche Bank September 2001 - August 2002
Deutsche Bank January 2001 - September 2001
Credit Suisse First Boston December 1999 - November 2000
Credit Suisse First Boston June 1999 - December 1999
Lehman Brothers January 1998 - April 1999
Skills
Finance, Financial Analysis, Financial Modeling, Financial Services, Financial Statement..., Corporate Finance, Business Strategy, Business Analysis, Research, Market Research, Economic Research, Economic Development, Economic Modeling, Project Management, Risk Management, E-commerce, Strategic Communications, Microsoft Excel, Management Consulting, Due Diligence, Data Analysis, Economics, Analysis, Forecasting, Business Planning, Business Development, Budgets, Valuation, Energy
Education
Tulane University - A.B. Freeman School of Business
Master of Business Administration (M.B.A.), Finance and Management
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance
Rachel Conn Rachel Conn's Credit Suisse First Boston Experience June 1999 - June 2000
Job Finance Professional at ConocoPhillips
Industry Accounting
Experience
ConocoPhillips July 2013 - Present
PwC June 2002 - July 2013
Arthur Andersen July 2000 - June 2002
Credit Suisse First Boston June 1999 - June 2000
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, Tax, IFRS, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting, External Audit, Internal Audit, US GAAP, SEC Filings, GAAP, Assurance, Big 4, CPA, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance
ConocoPhillips July 2013 - Present
PwC June 2002 - July 2013
Arthur Andersen July 2000 - June 2002
Credit Suisse First Boston June 1999 - June 2000
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, Tax, IFRS, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting, External Audit, Internal Audit, US GAAP, SEC Filings, GAAP, Assurance, Big 4, CPA, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Shin (So) Denneen's Credit Suisse First Boston Experience September 1989 - June 1991
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase 1999 - May 2000
JP Morgan Chase September 1992 - March 1999
Vanderbilt University September 1991 - June 1992
Credit Suisse First Boston September 1989 - June 1991
Skills
Equities, Investments, Wealth Management, Public Speaking, Financial Analysis, Social Media, Customer Service
Education
The University of Chicago 1985 — 1989
Bachelor’s Degree, Economics and French Literature
The University of Chicago 1985 — 1989
Bachelor’s Degree
Tulane University
wilton high school
wke forest
JPMorgan Chase 1999 - May 2000
JP Morgan Chase September 1992 - March 1999
Vanderbilt University September 1991 - June 1992
Credit Suisse First Boston September 1989 - June 1991
Skills
Equities, Investments, Wealth Management, Public Speaking, Financial Analysis, Social Media, Customer Service
Education
The University of Chicago 1985 — 1989
Bachelor’s Degree, Economics and French Literature
The University of Chicago 1985 — 1989
Bachelor’s Degree
Tulane University
wilton high school
wke forest
Daniel McEvoy Daniel McEvoy's Credit Suisse First Boston Experience January 1996 - December 2000
Job President at DJ Mac Group
Industry Management Consulting
Experience
DJ Mac Group March 2014 - Present
Eka Software Solutions November 2009 - 2014
Brady USA Inc. January 2005 - November 2009
TRADEPAQ CORPORATION 2002 - 2005
BOLERO INTERNATIONAL 2001 - 2002
Credit Suisse First Boston January 1996 - December 2000
Credit Suisse January 1996 - December 1997
TRICOASTAL INDUSTRIES INC 1992 - 1995
Citibank January 1986 - December 1991
Citibank January 1985 - December 1986
Skills
Customer Relations, Investment Banking, Commodities, Derivatives, Trading, Product Management, Commodity, Risk Management, Hedging, Market Analysis, CRM, Business Planning, Supply Chain Management, Options, Commodity Markets, Customer Service, Negotiation, Business Development, Portfolio Management, International Trade, Hedge Funds, Pricing, Management, FX Options, New Business Development, Product Development, Finance, Banking, Salesforce.com, Emerging Markets, Fixed Income, Leadership, Marketing Strategy, E-commerce, Sales
Education
University of Cincinnati 1971 — 1974
Bachelors, Marketing & Finance
DJ Mac Group March 2014 - Present
Eka Software Solutions November 2009 - 2014
Brady USA Inc. January 2005 - November 2009
TRADEPAQ CORPORATION 2002 - 2005
BOLERO INTERNATIONAL 2001 - 2002
Credit Suisse First Boston January 1996 - December 2000
Credit Suisse January 1996 - December 1997
TRICOASTAL INDUSTRIES INC 1992 - 1995
Citibank January 1986 - December 1991
Citibank January 1985 - December 1986
Skills
Customer Relations, Investment Banking, Commodities, Derivatives, Trading, Product Management, Commodity, Risk Management, Hedging, Market Analysis, CRM, Business Planning, Supply Chain Management, Options, Commodity Markets, Customer Service, Negotiation, Business Development, Portfolio Management, International Trade, Hedge Funds, Pricing, Management, FX Options, New Business Development, Product Development, Finance, Banking, Salesforce.com, Emerging Markets, Fixed Income, Leadership, Marketing Strategy, E-commerce, Sales
Education
University of Cincinnati 1971 — 1974
Bachelors, Marketing & Finance
Peter Nam Peter Nam's Credit Suisse First Boston Experience 1998 - 1998
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB 2008 - Present
Kerlin Capital 2005 - 2006
vFinance Investments 2003 - 2005
Tripath Technology 2002 - 2003
Robertson Stephens 1999 - 2001
Credit Suisse First Boston 1998 - 1998
Skills
Experienced Mergers &..., Private Equity, Mergers, Corporate Development, Investment Banking, Private Placements, LBO, Venture Capital, M&A experience, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Mergers & Acquisitions, Strategy, Emerging Markets, Investments, Crowdfunding, Equities
Education
University of California, Berkeley
BA, Economics
Headwaters MB 2008 - Present
Kerlin Capital 2005 - 2006
vFinance Investments 2003 - 2005
Tripath Technology 2002 - 2003
Robertson Stephens 1999 - 2001
Credit Suisse First Boston 1998 - 1998
Skills
Experienced Mergers &..., Private Equity, Mergers, Corporate Development, Investment Banking, Private Placements, LBO, Venture Capital, M&A experience, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Mergers & Acquisitions, Strategy, Emerging Markets, Investments, Crowdfunding, Equities
Education
University of California, Berkeley
BA, Economics
Yisong Chen, Ph.D. Yisong Chen, Ph.D.'s Credit Suisse First Boston Experience May 1995 - October 2001
Job CEO & President at Pallas Global Futures LLC
Industry Financial Services
Experience
Pallas Global Capital LLC PartnerInvestwideMarch 2012 - Present
Pallas Global Futures LLC August 2006 - Present
Merrill Lynch March 2004 - August 2006
Deutsch Bank October 2001 - March 2004
Credit Suisse First Boston May 1995 - October 2001
Credit Suisse First Boston January 1994 - May 1995
Skills
Fixed Income, Capital Markets, Quantitative Analytics, Financial Modeling, Equity Research, Corporate Finance, Portfolio Management, Hedge Funds, VBA, Equities, Risk Management, Private Equity, Financial Analysis, Venture Capital, Due Diligence, Bloomberg, Investment Banking, Mergers & Acquisitions, Valuation, Derivatives, Credit Derivatives, Investments, Alternative Investments
Education
University of Pennsylvania 1991 — 1994
Ph.D., Systems Science & Engineering
University of Pennsylvania 1989 — 1991
M.Sc., System Science & Engineering
University of Cincinnati 1987 — 1989
Ph.D. Candidate, Aerospace Engineering
Chinese Academy of Space Technology 1982 — 1985
M.Sc., Automatic Control
Tianjin University 1978 — 1982
B.Sc., Electrical Engineering (Automation)
Pallas Global Capital LLC PartnerInvestwideMarch 2012 - Present
Pallas Global Futures LLC August 2006 - Present
Merrill Lynch March 2004 - August 2006
Deutsch Bank October 2001 - March 2004
Credit Suisse First Boston May 1995 - October 2001
Credit Suisse First Boston January 1994 - May 1995
Skills
Fixed Income, Capital Markets, Quantitative Analytics, Financial Modeling, Equity Research, Corporate Finance, Portfolio Management, Hedge Funds, VBA, Equities, Risk Management, Private Equity, Financial Analysis, Venture Capital, Due Diligence, Bloomberg, Investment Banking, Mergers & Acquisitions, Valuation, Derivatives, Credit Derivatives, Investments, Alternative Investments
Education
University of Pennsylvania 1991 — 1994
Ph.D., Systems Science & Engineering
University of Pennsylvania 1989 — 1991
M.Sc., System Science & Engineering
University of Cincinnati 1987 — 1989
Ph.D. Candidate, Aerospace Engineering
Chinese Academy of Space Technology 1982 — 1985
M.Sc., Automatic Control
Tianjin University 1978 — 1982
B.Sc., Electrical Engineering (Automation)
Gregg Cohen Gregg Cohen's Credit Suisse First Boston Experience 1985 - 1991
Job Director of Fixed Income, Wealth Advisor at LWS Wealth Advisors
Industry Investment Management
Experience
LWS Wealth Advisors August 2013 - Present
Bloomberg 2010 - June 2013
Merrill Lynch 2008 - 2009
Cantor Fitzgerald 2005 - 2008
CIBC 1993 - 2005
CDC Capital 1991 - 1993
Credit Suisse First Boston 1985 - 1991
Skills
Fixed Income, Bloomberg, Capital Markets, Trading, Asset Managment, Bonds, Securities, Derivatives, Portfolio Management, Investments, Financial Markets, Data Visualization, Relative Value, Investment Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
University of Florida 1979 — 1983
BS, Accounting
LWS Wealth Advisors August 2013 - Present
Bloomberg 2010 - June 2013
Merrill Lynch 2008 - 2009
Cantor Fitzgerald 2005 - 2008
CIBC 1993 - 2005
CDC Capital 1991 - 1993
Credit Suisse First Boston 1985 - 1991
Skills
Fixed Income, Bloomberg, Capital Markets, Trading, Asset Managment, Bonds, Securities, Derivatives, Portfolio Management, Investments, Financial Markets, Data Visualization, Relative Value, Investment Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
University of Florida 1979 — 1983
BS, Accounting
Mitchell Williams, CFA Mitchell Williams, CFA's Credit Suisse First Boston Experience November 1999 - October 2000
Job Global Head of Equities at Wafra Investment Advisory Group, Inc, Securities Division
Industry Investment Management
Experience
Real Economy Capital, LLC June 2013 - December 2014
OppenheimerFunds January 2009 - March 2013
OppenheimerFunds April 2002 - December 2008
Evergreen Funds October 2000 - January 2002
Credit Suisse First Boston November 1999 - October 2000
Barnett Capital Advisors 1995 - 1998
Skills
Equities, Equity Research, Mutual Funds, Portfolio Management, Valuation, Investments, Bloomberg, Financial Analysis, Capital Markets, Securities, Asset Management, Financial Markets, Financial Modeling, Industry Analysis, Wealth Management, Excel, Derivatives, Buy-side, Investment Strategies, Equity Valuation, Research, Hedge Funds, Alternative Investments, Competitive Analysis, Value Investing, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Florida 1987 — 1992
BA, English
Pushkin Institute, Moscow, USSR
Non-degree program, Russian Language
Real Economy Capital, LLC June 2013 - December 2014
OppenheimerFunds January 2009 - March 2013
OppenheimerFunds April 2002 - December 2008
Evergreen Funds October 2000 - January 2002
Credit Suisse First Boston November 1999 - October 2000
Barnett Capital Advisors 1995 - 1998
Skills
Equities, Equity Research, Mutual Funds, Portfolio Management, Valuation, Investments, Bloomberg, Financial Analysis, Capital Markets, Securities, Asset Management, Financial Markets, Financial Modeling, Industry Analysis, Wealth Management, Excel, Derivatives, Buy-side, Investment Strategies, Equity Valuation, Research, Hedge Funds, Alternative Investments, Competitive Analysis, Value Investing, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Florida 1987 — 1992
BA, English
Pushkin Institute, Moscow, USSR
Non-degree program, Russian Language
Pavlina Cernikova, CPA, CMA Pavlina Cernikova, CPA, CMA's Credit Suisse First Boston Experience January 1994 - January 1998
Job Senior Accountant Controllership at Best Buy Canada
Industry Mechanical or Industrial Engineering
Experience
Best Buy Canada January 2013 - Present
Dynamix Agitators March 2011 - January 2013
IATA - International Air Transport Association March 2005 - August 2010
Future Electronics October 2001 - September 2004
Zenastra Photonics October 2000 - September 2001
FHP January 1998 - August 2000
Credit Suisse First Boston January 1994 - January 1998
PHARE Programme / TEMPUS Office September 1991 - December 1993
Skills
Managerial Finance, Forecasting, Budgets, SAP, Financial Reporting, Financial Analysis, ERP, Internal Controls, Business Analysis, Financial Accounting, Accounting, Business Strategy, Cost Accounting, Hyperion Enterprise, Business Planning, Payroll
Education
Certified Management Accountants Society of British Columbia 2011 — 2013
Certified Management Accountant (CMA)
University of Economics, Prague 1988 — 1992
Bachelor, Industrial Economics
Best Buy Canada January 2013 - Present
Dynamix Agitators March 2011 - January 2013
IATA - International Air Transport Association March 2005 - August 2010
Future Electronics October 2001 - September 2004
Zenastra Photonics October 2000 - September 2001
FHP January 1998 - August 2000
Credit Suisse First Boston January 1994 - January 1998
PHARE Programme / TEMPUS Office September 1991 - December 1993
Skills
Managerial Finance, Forecasting, Budgets, SAP, Financial Reporting, Financial Analysis, ERP, Internal Controls, Business Analysis, Financial Accounting, Accounting, Business Strategy, Cost Accounting, Hyperion Enterprise, Business Planning, Payroll
Education
Certified Management Accountants Society of British Columbia 2011 — 2013
Certified Management Accountant (CMA)
University of Economics, Prague 1988 — 1992
Bachelor, Industrial Economics
Chris Sanda, CFA Chris Sanda, CFA's Credit Suisse First Boston Experience March 1996 - May 1999
Job FP&A | Research | Investment Management | Accounting
Industry Financial Services
Experience
Sanda Consulting Pte Ltd January 2013 - Present
Phillip Securities Research Pte Ltd January 2015 - June 2015
Springboard-Harper Pte Ltd December 2011 - January 2013
Daiwa Securities Capital Markets August 2007 - May 2011
DBS Vickers Securities June 2003 - April 2006
Hewlett-Packard May 2000 - September 2002
Credit Suisse First Boston March 1996 - May 1999
Deloitte & Touche January 1994 - January 1996
Skills
Investments, Capital Markets, Venture Capital, Business Planning, Financial Analysis, Economics, Research, Strategic Planning, Trading, Project Management, Business Strategy, Business Development, New Business Development, Microsoft Excel, Management, Valuation, Financial Modeling, Equity Research, Presentations, Equities, Portfolio Management, Hedge Funds, Due Diligence, Derivatives, Private Equity, Asset Management, Finance, Investment Banking, IPO, Bloomberg, Emerging Markets
Education
University of California, Berkeley 1989 — 1993
BS, Business Administration
Sanda Consulting Pte Ltd January 2013 - Present
Phillip Securities Research Pte Ltd January 2015 - June 2015
Springboard-Harper Pte Ltd December 2011 - January 2013
Daiwa Securities Capital Markets August 2007 - May 2011
DBS Vickers Securities June 2003 - April 2006
Hewlett-Packard May 2000 - September 2002
Credit Suisse First Boston March 1996 - May 1999
Deloitte & Touche January 1994 - January 1996
Skills
Investments, Capital Markets, Venture Capital, Business Planning, Financial Analysis, Economics, Research, Strategic Planning, Trading, Project Management, Business Strategy, Business Development, New Business Development, Microsoft Excel, Management, Valuation, Financial Modeling, Equity Research, Presentations, Equities, Portfolio Management, Hedge Funds, Due Diligence, Derivatives, Private Equity, Asset Management, Finance, Investment Banking, IPO, Bloomberg, Emerging Markets
Education
University of California, Berkeley 1989 — 1993
BS, Business Administration
Ann Ledva Ann Ledva's Credit Suisse First Boston Experience August 1991 - July 2004
Job Consultant
Industry Financial Services
Experience
Worth New York March 2012 - November 2012
Ledva Solutions July 2004 - March 2012
Credit Suisse First Boston August 1991 - July 2004
NatWest Bank March 1988 - August 1991
Wertheim Schroder November 1984 - March 1988
Skills
Entrepreneurship, Team Building, Time Management, Staff Development, Small Business, Leadership Development, Public Speaking, Strategic Planning, Coaching, Executive Coaching, Business Planning, Leadership, Marketing, Marketing Strategy, Training, Talent Management, Employee Benefits, Sales, Account Management, Personal Development, Negotiation, Social Networking, Forecasting, Project Management, Budgets, Strategy, Recruiting
Education
University of Delaware 1980 — 1984
Bachelor of Science
Worth New York March 2012 - November 2012
Ledva Solutions July 2004 - March 2012
Credit Suisse First Boston August 1991 - July 2004
NatWest Bank March 1988 - August 1991
Wertheim Schroder November 1984 - March 1988
Skills
Entrepreneurship, Team Building, Time Management, Staff Development, Small Business, Leadership Development, Public Speaking, Strategic Planning, Coaching, Executive Coaching, Business Planning, Leadership, Marketing, Marketing Strategy, Training, Talent Management, Employee Benefits, Sales, Account Management, Personal Development, Negotiation, Social Networking, Forecasting, Project Management, Budgets, Strategy, Recruiting
Education
University of Delaware 1980 — 1984
Bachelor of Science
Marshall Carter Marshall Carter's Credit Suisse First Boston Experience June 1998 - July 1999
Job
Industry Telecommunications
Experience
Level 3 Communications July 2015 - Present
Level 3 Communications January 2012 - Present
Level 3 Communications July 2003 - January 2012
Level 3 Communications March 2002 - June 2003
Bain & Company August 1999 - September 2001
Credit Suisse First Boston June 1998 - July 1999
Skills
New Business Development, Negotiation, Cash Flow, Product Management, Business Strategy, Competitive Analysis, Financial Analysis, Telecommunications, P&L Management, Product Marketing, Pricing, Product Launch, Process Improvement, Integration, Product Development, Management, CRM, Strategy, Strategic Partnerships, Start-ups, Leadership, Wireless, Business Development, Cross-functional Team..., Project Management, Analytics, Managed Services, Product Lifecycle..., Channel Partners, Contract Negotiation, Marketing Strategy, Unified Communications, Sales Operations, Vendor Management, Solution Selling, Market Analysis, VoIP, Mobile Devices, Salesforce.com, Team Leadership, Strategic Planning, Professional Services, Direct Sales, Co-location, Go-to-market Strategy, Account Management, Ethernet, SIP Trunking, MPLS, Broadband
Education
University of Virginia 1994 — 1998
BA, History
University of Colorado at Boulder 2002 — 2006
Computer Science Coursework
Level 3 Communications July 2015 - Present
Level 3 Communications January 2012 - Present
Level 3 Communications July 2003 - January 2012
Level 3 Communications March 2002 - June 2003
Bain & Company August 1999 - September 2001
Credit Suisse First Boston June 1998 - July 1999
Skills
New Business Development, Negotiation, Cash Flow, Product Management, Business Strategy, Competitive Analysis, Financial Analysis, Telecommunications, P&L Management, Product Marketing, Pricing, Product Launch, Process Improvement, Integration, Product Development, Management, CRM, Strategy, Strategic Partnerships, Start-ups, Leadership, Wireless, Business Development, Cross-functional Team..., Project Management, Analytics, Managed Services, Product Lifecycle..., Channel Partners, Contract Negotiation, Marketing Strategy, Unified Communications, Sales Operations, Vendor Management, Solution Selling, Market Analysis, VoIP, Mobile Devices, Salesforce.com, Team Leadership, Strategic Planning, Professional Services, Direct Sales, Co-location, Go-to-market Strategy, Account Management, Ethernet, SIP Trunking, MPLS, Broadband
Education
University of Virginia 1994 — 1998
BA, History
University of Colorado at Boulder 2002 — 2006
Computer Science Coursework
Christopher Beros Christopher Beros's Credit Suisse First Boston Experience 2000 - 2001
Job Founder and CEO, CaliforniaChina Wine Trading, Inc.
Industry Wine and Spirits
Experience
California-China Wine Trading, Inc. 2007 - Present
Alderwood Capital 2002 - 2009
Credit Suisse First Boston 2000 - 2001
Robertson Stephens 1997 - 2000
Skills
Marketing Strategy, Business Strategy, Strategic Planning, New Business Development, Business Planning, Sales Management, Marketing, Negotiation, FMCG, Business Development, Brand Management, Product Development, Entrepreneurship, Networking, Market Research, Management, Market Planning
Education
University of California, Berkeley 1985 — 1987
Master of Business Administration (MBA), Finance and Marketing
University of California, Berkeley 1978 — 1982
Bachelor of Arts (B.A.), Economics
California-China Wine Trading, Inc. 2007 - Present
Alderwood Capital 2002 - 2009
Credit Suisse First Boston 2000 - 2001
Robertson Stephens 1997 - 2000
Skills
Marketing Strategy, Business Strategy, Strategic Planning, New Business Development, Business Planning, Sales Management, Marketing, Negotiation, FMCG, Business Development, Brand Management, Product Development, Entrepreneurship, Networking, Market Research, Management, Market Planning
Education
University of California, Berkeley 1985 — 1987
Master of Business Administration (MBA), Finance and Marketing
University of California, Berkeley 1978 — 1982
Bachelor of Arts (B.A.), Economics
Daniel Adam's Credit Suisse First Boston Experience June 2003 - August 2003
Job Equity Research
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
Family Office October 2014 - 2015
Millennium Partners March 2014 - September 2014
Visium Asset Management 2012 - 2013
Family Office 2010 - 2012
GLG Partners LP 2004 - 2009
Alkeon Capital Management September 2003 - December 2003
Credit Suisse First Boston June 2003 - August 2003
Skills
Hedge Funds, Asset Managment, Equity Research, Equities, Bloomberg, Alternative Investments, Portfolio Management
Education
New York University, Leonard N. Stern School of Business 2009 — 2011
Master of Business Administration
Tufts University 2000 — 2004
BA, Economics
Wells Fargo Securities August 2015 - Present
Family Office October 2014 - 2015
Millennium Partners March 2014 - September 2014
Visium Asset Management 2012 - 2013
Family Office 2010 - 2012
GLG Partners LP 2004 - 2009
Alkeon Capital Management September 2003 - December 2003
Credit Suisse First Boston June 2003 - August 2003
Skills
Hedge Funds, Asset Managment, Equity Research, Equities, Bloomberg, Alternative Investments, Portfolio Management
Education
New York University, Leonard N. Stern School of Business 2009 — 2011
Master of Business Administration
Tufts University 2000 — 2004
BA, Economics
Monica Gould Monica Gould's Credit Suisse First Boston Experience 1998 - 2004
Job Managing Director at The Blueshirt Group
Industry Financial Services
Experience
The Blueshirt Group March 2010 - Present
Time Warner October 2007 - November 2008
Credit Suisse April 2004 - October 2007
Credit Suisse June 1998 - April 2004
Credit Suisse First Boston 1998 - 2004
Deutsche Bank April 1997 - June 1998
JP Morgan October 1996 - April 1997
JP Morgan January 1991 - October 1996
Skills
Investor Relations, Equity Research, Competitive Analysis, Corporate Communications, Consulting, Marketing, Emerging Markets, Corporate Development, Financial Modeling, Private Equity, Corporate Finance, Mergers, Venture Capital, Mergers & Acquisitions, Financial Analysis, Investment Banking, Valuation, Capital Markets, Investments, Entrepreneurship, Strategy, IPO, Equities, Due Diligence, Financial Markets, Hedge Funds, Finance, Bloomberg, Restructuring, Start-ups, Equity Valuation, Institutional..., Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA
University at Albany, SUNY 1987 — 1991
BA
Cold Spring Harbor High
The Blueshirt Group March 2010 - Present
Time Warner October 2007 - November 2008
Credit Suisse April 2004 - October 2007
Credit Suisse June 1998 - April 2004
Credit Suisse First Boston 1998 - 2004
Deutsche Bank April 1997 - June 1998
JP Morgan October 1996 - April 1997
JP Morgan January 1991 - October 1996
Skills
Investor Relations, Equity Research, Competitive Analysis, Corporate Communications, Consulting, Marketing, Emerging Markets, Corporate Development, Financial Modeling, Private Equity, Corporate Finance, Mergers, Venture Capital, Mergers & Acquisitions, Financial Analysis, Investment Banking, Valuation, Capital Markets, Investments, Entrepreneurship, Strategy, IPO, Equities, Due Diligence, Financial Markets, Hedge Funds, Finance, Bloomberg, Restructuring, Start-ups, Equity Valuation, Institutional..., Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA
University at Albany, SUNY 1987 — 1991
BA
Cold Spring Harbor High
Paul Baessler's Credit Suisse First Boston Experience August 1998 - December 2001
Job Head International Equity Sales at Banco Votorantim Securities
Industry Financial Services
Experience
Banco Votorantim Securites August 2010 - Present
Planner Securities LLC January 2009 - August 2010
Unibanco 2004 - 2008
Itau Securities April 2002 - August 2004
Credit Suisse First Boston August 1998 - December 2001
Garantia Securities 1993 - August 1998
Skills
Financial Markets, Investments, Capital Markets, Equities, Fixed Income
Education
University at Albany 1987 — 1991
BA, Biology, Psychology
Banco Votorantim Securites August 2010 - Present
Planner Securities LLC January 2009 - August 2010
Unibanco 2004 - 2008
Itau Securities April 2002 - August 2004
Credit Suisse First Boston August 1998 - December 2001
Garantia Securities 1993 - August 1998
Skills
Financial Markets, Investments, Capital Markets, Equities, Fixed Income
Education
University at Albany 1987 — 1991
BA, Biology, Psychology
Gerard Stascausky's Credit Suisse First Boston Experience March 1999 - March 2003
Job Managing Director at Iron Bridge Mortgage Fund LLC
Industry Investment Management
Experience
Iron Bridge Mortgage Fund LLC May 2008 - Present
Pacific Crest Securities April 2003 - May 2008
Credit Suisse First Boston March 1999 - March 2003
Montgomery Securities 1995 - 1998
Sutter Securities Incorporated 1993 - 1995
Education
University of California, Davis 1988 — 1993
BA, Economics
Chartered Financial Analyst, CFA Institute
Iron Bridge Mortgage Fund LLC May 2008 - Present
Pacific Crest Securities April 2003 - May 2008
Credit Suisse First Boston March 1999 - March 2003
Montgomery Securities 1995 - 1998
Sutter Securities Incorporated 1993 - 1995
Education
University of California, Davis 1988 — 1993
BA, Economics
Chartered Financial Analyst, CFA Institute
Erika Meir Erika Meir's Credit Suisse First Boston Experience September 2000 - October 2002
Job Yoga Instructor & Certified Massage Therapist
Industry Health, Wellness and Fitness
Experience
Yoga Fitness September 2009 - Present
The Almaden Valley Athletic Club November 2003 - Present
Erika Meir Yoga & Massage July 2003 - Present
YMCA of Silicon Valley November 2002 - Present
Almaden Valley Athletic Club 2008 - 2011
Credit Suisse First Boston September 2000 - October 2002
Gartner 1998 - 2000
Education
Body Therapy Center 2003 — 2006
CMT, Body Work
University of California, Santa Cruz 1986 — 1991
BA, Comparative Literature & Women's Studies
Yoga Educational Seminars with Joyce Anue
Yoga Fitness September 2009 - Present
The Almaden Valley Athletic Club November 2003 - Present
Erika Meir Yoga & Massage July 2003 - Present
YMCA of Silicon Valley November 2002 - Present
Almaden Valley Athletic Club 2008 - 2011
Credit Suisse First Boston September 2000 - October 2002
Gartner 1998 - 2000
Education
Body Therapy Center 2003 — 2006
CMT, Body Work
University of California, Santa Cruz 1986 — 1991
BA, Comparative Literature & Women's Studies
Yoga Educational Seminars with Joyce Anue
Christopher Ronak Christopher Ronak's Credit Suisse First Boston Experience December 2000 - October 2002
Job VP Product Strategy, 4castplus Project Controls and Procurement Software
Industry Computer Software
Experience
4castplus July 2010 - Present
Decision Dynamics November 2008 - May 2011
CGI June 2008 - November 2008
Divestco Inc. February 2005 - March 2008
IHS 2002 - 2005
Credit Suisse First Boston December 2000 - October 2002
Trans Alta Utilities 1992 - 1993
Education
University of Calgary
BSc, Computing Science
4castplus July 2010 - Present
Decision Dynamics November 2008 - May 2011
CGI June 2008 - November 2008
Divestco Inc. February 2005 - March 2008
IHS 2002 - 2005
Credit Suisse First Boston December 2000 - October 2002
Trans Alta Utilities 1992 - 1993
Education
University of Calgary
BSc, Computing Science
Jenny Liu-Li Jenny Liu-Li's Credit Suisse First Boston Experience May 2000 - June 2002
Job Senior Product Marketing Manager
Industry Marketing and Advertising
Experience
Google July 2013 - January 2014
Google October 2006 - December 2013
Information Resources, Inc September 2004 - October 2006
McKesson Corporation June 2003 - March 2004
Credit Suisse First Boston May 2000 - June 2002
Ernst & Young LLP August 1998 - April 2000
Skills
Market Research, Analytics, Leadership, Cross-functional Team..., Segmentation, Social Media Marketing, Marketing Research, Marketing
Education
University of California at Berkeley 2002 — 2004
MBA, General Mgmt with focus on Marketing & Strategy
New York University - Stern School of Busines 1994 — 1998
BS, Finance and Accounting
Google July 2013 - January 2014
Google October 2006 - December 2013
Information Resources, Inc September 2004 - October 2006
McKesson Corporation June 2003 - March 2004
Credit Suisse First Boston May 2000 - June 2002
Ernst & Young LLP August 1998 - April 2000
Skills
Market Research, Analytics, Leadership, Cross-functional Team..., Segmentation, Social Media Marketing, Marketing Research, Marketing
Education
University of California at Berkeley 2002 — 2004
MBA, General Mgmt with focus on Marketing & Strategy
New York University - Stern School of Busines 1994 — 1998
BS, Finance and Accounting
Art Strassle Art Strassle's Credit Suisse First Boston Experience April 1999 - March 2004
Job Sr. Credit Analyst
Industry Financial Services
Experience
Overland Advisors April 2010 - Present
KBC AIM April 2004 - 2008
KBC Financial Products 2004 - 2008
Credit Suisse First Boston April 1999 - March 2004
Barclays Capital September 1996 - March 1999
Barclays Capital Group 1996 - 1998
Citigroup June 1991 - September 1996
Skadden Arps January 1987 - May 1992
Skills
Financial Modeling, Portfolio Management, Credit Analysis, Funding, Credit, Leveraged Finance, High Yield Bonds, Trading
Education
University of Southern California - Marshall School of Business 1990 — 1992
University of Connecticut 1982 — 1986
BA
Overland Advisors April 2010 - Present
KBC AIM April 2004 - 2008
KBC Financial Products 2004 - 2008
Credit Suisse First Boston April 1999 - March 2004
Barclays Capital September 1996 - March 1999
Barclays Capital Group 1996 - 1998
Citigroup June 1991 - September 1996
Skadden Arps January 1987 - May 1992
Skills
Financial Modeling, Portfolio Management, Credit Analysis, Funding, Credit, Leveraged Finance, High Yield Bonds, Trading
Education
University of Southern California - Marshall School of Business 1990 — 1992
University of Connecticut 1982 — 1986
BA
John Trohan John Trohan's Credit Suisse First Boston Experience August 1993 - November 1996
Job Treasurer at MUFG Union Bank
Industry Financial Services
Experience
MUFG Union Bank, N.A. / MUFG Americas Holdings Corporation July 2014 - Present
Barclays July 2010 - July 2014
Citigroup, Inc. March 2008 - July 2010
Nikko Citigroup Limited February 2005 - March 2008
Citigroup December 2004 - April 2007
Citigroup - Japan April 1998 - April 2007
Peregrine Investments Holdings Limited November 1996 - February 1998
Credit Suisse First Boston August 1993 - November 1996
Westdeutsche Landesbank Girozentrale September 1990 - June 1992
Lindquist Enterprises Inc. August 1989 - August 1990
Skills
International Finance, Global Treasury, Managing High..., Financial Reporting, Operations, Cash Management, International Tax..., Cross-functional Team..., Business Integration, Strong Product Knowledge, Accounts Payable, Payroll, Strategic Planning, Client Engagement, Capital Markets..., M&A experience, Crisis Management, Corporate Governance, Intermediate Japanese, Risk Management, Regulatory Affairs, Capital Markets, Investment Banking, Fixed Income
Education
Thunderbird School of Global Management 1992 — 1993
Master, International Management - Finance
University of Arizona 1986 — 1990
BA, Economics, Minor in Oriental Studies
MUFG Union Bank, N.A. / MUFG Americas Holdings Corporation July 2014 - Present
Barclays July 2010 - July 2014
Citigroup, Inc. March 2008 - July 2010
Nikko Citigroup Limited February 2005 - March 2008
Citigroup December 2004 - April 2007
Citigroup - Japan April 1998 - April 2007
Peregrine Investments Holdings Limited November 1996 - February 1998
Credit Suisse First Boston August 1993 - November 1996
Westdeutsche Landesbank Girozentrale September 1990 - June 1992
Lindquist Enterprises Inc. August 1989 - August 1990
Skills
International Finance, Global Treasury, Managing High..., Financial Reporting, Operations, Cash Management, International Tax..., Cross-functional Team..., Business Integration, Strong Product Knowledge, Accounts Payable, Payroll, Strategic Planning, Client Engagement, Capital Markets..., M&A experience, Crisis Management, Corporate Governance, Intermediate Japanese, Risk Management, Regulatory Affairs, Capital Markets, Investment Banking, Fixed Income
Education
Thunderbird School of Global Management 1992 — 1993
Master, International Management - Finance
University of Arizona 1986 — 1990
BA, Economics, Minor in Oriental Studies
Tracy Marshall Tracy Marshall's Credit Suisse First Boston Experience March 1997 - 2000
Job Sr. Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Northwestern Mutual March 2003 - August 2015
Deutsche Bank January 2000 - December 2001
Credit Suisse First Boston March 1997 - 2000
Skills
Securities, Leadership, Series 7, Financial Services, Investments, Diversity & Inclusion, 401k, Insurance, Strategy, Retirement Planning, Series 63, Risk Management, Fixed Annuities, Customer Relations, Mutual Funds, Retirement, Compliance, Disability Insurance, Equities, Investment Advisory, Asset Allocation, Wealth Accumulation, Microsoft Office, FINRA, Underwriting, Supervisory Skills, Annuities, Long Term Care, Risk, Financial Risk, Long-term Care, Customer Service, Relationship Management, Series 66, Series 9, Series 10, Process Improvement
Education
University of Illinois at Urbana-Champaign 1992 — 1996
BA, Communications
Charles Schwab August 2015 - Present
Northwestern Mutual March 2003 - August 2015
Deutsche Bank January 2000 - December 2001
Credit Suisse First Boston March 1997 - 2000
Skills
Securities, Leadership, Series 7, Financial Services, Investments, Diversity & Inclusion, 401k, Insurance, Strategy, Retirement Planning, Series 63, Risk Management, Fixed Annuities, Customer Relations, Mutual Funds, Retirement, Compliance, Disability Insurance, Equities, Investment Advisory, Asset Allocation, Wealth Accumulation, Microsoft Office, FINRA, Underwriting, Supervisory Skills, Annuities, Long Term Care, Risk, Financial Risk, Long-term Care, Customer Service, Relationship Management, Series 66, Series 9, Series 10, Process Improvement
Education
University of Illinois at Urbana-Champaign 1992 — 1996
BA, Communications
Dennis Blondo Dennis Blondo's Credit Suisse First Boston Experience June 1995 - May 2000
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs May 2000 - Present
Credit Suisse First Boston June 1995 - May 2000
Skills
Security Segregation, Leadership, Project Management, Operations Management, Regulatory Reporting, Rehypothecation, Communication, Risk Management, Rule 15c3-3, Abandoned Property, Audit Confirmations
Education
University of Delaware 1991 — 1995
BS, Economics
Goldman Sachs May 2000 - Present
Credit Suisse First Boston June 1995 - May 2000
Skills
Security Segregation, Leadership, Project Management, Operations Management, Regulatory Reporting, Rehypothecation, Communication, Risk Management, Rule 15c3-3, Abandoned Property, Audit Confirmations
Education
University of Delaware 1991 — 1995
BS, Economics
Jim McGibbon Jim McGibbon's Credit Suisse First Boston Experience June 1996 - June 1998
Job Managing Director, Investment Banking and Investments at RW Pressprich
Industry Financial Services
Experience
RW Pressprich April 2013 - Present
HCZ January 2012 - October 2012
OFWC March 2008 - December 2011
The Home Depot July 2004 - August 2007
Invemed Associates LLC June 1998 - June 2004
Credit Suisse First Boston June 1996 - June 1998
Anser Corp January 1995 - June 1996
Arthur Andersen September 1993 - April 1995
Skills
Finance, Corporate Finance, Acquisitions, Strategic Planning, Operational Efficiency, CPA, Financial Analysis, Financial Reporting, Financial Modeling, Growth Investing, Investment Banking, Debt Restructuring, Debt & Equity Financing
Education
University of California, Berkeley 1989 — 1993
B.S.
RW Pressprich April 2013 - Present
HCZ January 2012 - October 2012
OFWC March 2008 - December 2011
The Home Depot July 2004 - August 2007
Invemed Associates LLC June 1998 - June 2004
Credit Suisse First Boston June 1996 - June 1998
Anser Corp January 1995 - June 1996
Arthur Andersen September 1993 - April 1995
Skills
Finance, Corporate Finance, Acquisitions, Strategic Planning, Operational Efficiency, CPA, Financial Analysis, Financial Reporting, Financial Modeling, Growth Investing, Investment Banking, Debt Restructuring, Debt & Equity Financing
Education
University of California, Berkeley 1989 — 1993
B.S.
Nina Zavarin Nina Zavarin's Credit Suisse First Boston Experience April 2002 - July 2002
Job Analyst at Paul Hastings
Industry Graphic Design
Experience
Paul Hastings December 2011 - Present
Paul Hastings November 2010 - Present
CARNEGHI-BLUM & PARTNERS March 2009 - March 2010
paper or plastik 2010 - 2010
FREELANCE November 2007 - March 2009
MOTO Development Group 2008 - 2008
BANK OF AMERICA SECURITIES May 2006 - November 2007
JPMORGAN CHASE December 2005 - April 2006
ERNST & YOUNG July 2002 - December 2004
CREDIT SUISSE FIRST BOSTON April 2002 - July 2002
Education
University of California, Berkeley 1986 — 1991
BA, Dramatic Arts / Dance
San Francisco School of The Arts High School 1983 — 1986
High School Diploma, Modern Dance
Lycée Français of San Francisco 1975 — 1983
Junior High Degree, French
Paul Hastings December 2011 - Present
Paul Hastings November 2010 - Present
CARNEGHI-BLUM & PARTNERS March 2009 - March 2010
paper or plastik 2010 - 2010
FREELANCE November 2007 - March 2009
MOTO Development Group 2008 - 2008
BANK OF AMERICA SECURITIES May 2006 - November 2007
JPMORGAN CHASE December 2005 - April 2006
ERNST & YOUNG July 2002 - December 2004
CREDIT SUISSE FIRST BOSTON April 2002 - July 2002
Education
University of California, Berkeley 1986 — 1991
BA, Dramatic Arts / Dance
San Francisco School of The Arts High School 1983 — 1986
High School Diploma, Modern Dance
Lycée Français of San Francisco 1975 — 1983
Junior High Degree, French
Janice Osugi, CFA Janice Osugi, CFA's Credit Suisse First Boston Experience September 1999 - July 2005
Job Assistant Vice President and Senior Investment Analyst at Progress Investment Management Company
Industry Investment Management
Experience
Progress Investment Management Company March 2015 - Present
Progress Investment Management Company September 2012 - February 2015
Self-employed consultant (finance) July 2010 - November 2012
Jewish Community Federation September 2008 - July 2010
Credit Suisse July 2005 - July 2007
One Brick 2007 - 2007
Credit Suisse First Boston September 1999 - July 2005
UC Berkeley Extension May 1996 - February 1999
Center for Executive Development February 1994 - February 1996
University of California 1993 - 1995
Skills
Asset Management, Investments, Portfolio Management, Options, Wealth Management, Performance Attribution, Investment Policy, Asset Allocation, Pension Funds, Investment Strategies, Stocks, Foundations, Macroeconomics, Institutional Investors, Portfolios, Investment Advisory, Due Diligence, Pensions, Private Equity, Hedge Funds, Investment Management
Education
CFA Institute 2005 — 2007
Chartered Financial Analyst, CFA charter holder
University of California, Berkeley 1991 — 1995
BA, Economics
North Salinas High 1987 — 1991
Progress Investment Management Company March 2015 - Present
Progress Investment Management Company September 2012 - February 2015
Self-employed consultant (finance) July 2010 - November 2012
Jewish Community Federation September 2008 - July 2010
Credit Suisse July 2005 - July 2007
One Brick 2007 - 2007
Credit Suisse First Boston September 1999 - July 2005
UC Berkeley Extension May 1996 - February 1999
Center for Executive Development February 1994 - February 1996
University of California 1993 - 1995
Skills
Asset Management, Investments, Portfolio Management, Options, Wealth Management, Performance Attribution, Investment Policy, Asset Allocation, Pension Funds, Investment Strategies, Stocks, Foundations, Macroeconomics, Institutional Investors, Portfolios, Investment Advisory, Due Diligence, Pensions, Private Equity, Hedge Funds, Investment Management
Education
CFA Institute 2005 — 2007
Chartered Financial Analyst, CFA charter holder
University of California, Berkeley 1991 — 1995
BA, Economics
North Salinas High 1987 — 1991
Nicholas Bower's Credit Suisse First Boston Experience July 2003 - February 2005
Job Executive Director, Strategy & Business Development at 20th Century Fox Film
Industry Motion Pictures and Film
Experience
20th Century Fox Film June 2015 - Present
20th Century Fox Film June 2012 - June 2015
20th Century Fox Film December 2010 - June 2012
20th Century Fox Film June 2009 - December 2010
Mail Room Fund October 2008 - April 2009
Glu Mobile May 2008 - August 2008
CBS Corporation March 2005 - July 2007
Credit Suisse First Boston July 2003 - February 2005
Lazard December 2002 - June 2003
Skills
Corporate Development, Valuation, Mergers, Venture Capital, Due Diligence, Distribution Strategy, Business Strategy, Mergers & Acquisitions, Entertainment
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA, General Management
The University of Chicago 1999 — 2003
BA, Economics
20th Century Fox Film June 2015 - Present
20th Century Fox Film June 2012 - June 2015
20th Century Fox Film December 2010 - June 2012
20th Century Fox Film June 2009 - December 2010
Mail Room Fund October 2008 - April 2009
Glu Mobile May 2008 - August 2008
CBS Corporation March 2005 - July 2007
Credit Suisse First Boston July 2003 - February 2005
Lazard December 2002 - June 2003
Skills
Corporate Development, Valuation, Mergers, Venture Capital, Due Diligence, Distribution Strategy, Business Strategy, Mergers & Acquisitions, Entertainment
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA, General Management
The University of Chicago 1999 — 2003
BA, Economics
Morgan O'Doherty Morgan O'Doherty's Credit Suisse First Boston Experience 2000 - 2001
Job Director Head of Emerging Market Risk America's, Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2010 - Present
Goldman Sachs Australia August 2007 - May 2010
HSBC 2005 - 2006
CBA 2001 - 2005
Credit Suisse First Boston 2000 - 2001
JP Morgan 1997 - 1999
Skills
Derivatives, Equities, Market Risk, Product Control, Risk Management, Emerging Markets, Fixed Income, Interest Rate Risk..., Swaps, Credit Derivatives, Bonds, Interest Rate..., Options, Equity Derivatives, Investment Banking, FX Options, Enterprise Risk..., Rates, Finance
Education
University College Dublin 1999 — 2000
Masters, Economics
University College Dublin 1994 — 1997
BComm, Banking & Finance
Credit Suisse September 2010 - Present
Goldman Sachs Australia August 2007 - May 2010
HSBC 2005 - 2006
CBA 2001 - 2005
Credit Suisse First Boston 2000 - 2001
JP Morgan 1997 - 1999
Skills
Derivatives, Equities, Market Risk, Product Control, Risk Management, Emerging Markets, Fixed Income, Interest Rate Risk..., Swaps, Credit Derivatives, Bonds, Interest Rate..., Options, Equity Derivatives, Investment Banking, FX Options, Enterprise Risk..., Rates, Finance
Education
University College Dublin 1999 — 2000
Masters, Economics
University College Dublin 1994 — 1997
BComm, Banking & Finance
Michael Harden's Credit Suisse First Boston Experience January 1997 - March 2002
Job Senior Managing Director at AmbroseAdvisors
Industry Investment Banking
Experience
AmbroseAdvisors April 2015 - Present
Eureka Capital Partners, LLC April 2009 - April 2015
BCC Capital Partners May 2003 - April 2009
Credit Suisse First Boston January 1997 - March 2002
Arthur Andersen January 1995 - December 1996
Coopers & Lybrand September 1993 - December 1995
Skills
Business Valuation, Investment Banking, Capital Raising, Restructuring, Valuation, Finance, Accounting, Buyouts, CPA, Mergers, Fairness Opinions, Middle Market, ESOP, Corporate Finance, Mergers & Acquisitions, LBO, Private Equity, Financial Reporting, Recapitalizations
Education
University of California, Santa Barbara 1989 — 1993
BA, Business Economics
University of California, Santa Barbara 1989 — 1993
Bachelor's degree, Economics
AmbroseAdvisors April 2015 - Present
Eureka Capital Partners, LLC April 2009 - April 2015
BCC Capital Partners May 2003 - April 2009
Credit Suisse First Boston January 1997 - March 2002
Arthur Andersen January 1995 - December 1996
Coopers & Lybrand September 1993 - December 1995
Skills
Business Valuation, Investment Banking, Capital Raising, Restructuring, Valuation, Finance, Accounting, Buyouts, CPA, Mergers, Fairness Opinions, Middle Market, ESOP, Corporate Finance, Mergers & Acquisitions, LBO, Private Equity, Financial Reporting, Recapitalizations
Education
University of California, Santa Barbara 1989 — 1993
BA, Business Economics
University of California, Santa Barbara 1989 — 1993
Bachelor's degree, Economics
Michael Mikikian Michael Mikikian's Credit Suisse First Boston Experience 2000 - 2001
Job Cofounder at Inforuptcy
Industry Investment Banking
Experience
Inforuptcy May 2009 - Present
Gickup March 2011 - December 2012
1stoplighting.com 2002 - 2010
Jefferies * Co 2004 - 2009
Credit Suisse First Boston 2000 - 2001
Goldman Sachs 1996 - 2000
Arthur Andersen LLP 1993 - 1996
Skills
Venture Capital, Corporate Development, Valuation, Product Development, E-commerce, Strategic Partnerships, Strategy, SaaS, Fixed Income, Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
MBA
University of California, Los Angeles 1990 — 1993
BA, Business Economics
Inforuptcy May 2009 - Present
Gickup March 2011 - December 2012
1stoplighting.com 2002 - 2010
Jefferies * Co 2004 - 2009
Credit Suisse First Boston 2000 - 2001
Goldman Sachs 1996 - 2000
Arthur Andersen LLP 1993 - 1996
Skills
Venture Capital, Corporate Development, Valuation, Product Development, E-commerce, Strategic Partnerships, Strategy, SaaS, Fixed Income, Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
MBA
University of California, Los Angeles 1990 — 1993
BA, Business Economics
Anne Hart Anne Hart's Credit Suisse First Boston Experience August 2000 - March 2002
Job I'm hiring for recruiting positions on our HR team at WageWorks.
Industry Human Resources
Experience
WageWorks June 2014 - Present
Nuverra Enviornmental Solutions January 2014 - June 2014
Insight August 2012 - October 2013
Insight February 2009 - August 2012
Insight March 2007 - February 2009
Barclays Bank May 2003 - November 2003
Credit Suisse First Boston August 2000 - March 2002
Donaldson, Lufkin & Jenrette July 1997 - March 2002
Smith Barney November 1995 - July 1997
Merrill Lynch January 1994 - March 1994
Skills
Applicant Tracking..., Employee Referral..., ADDIE, Adult Education, DDI, Talent Acquisition, OFCCP, College Recruiting, Sales, Onboarding, Organizational..., Training, Leadership, Sourcing, Recruiting, Interviews
Education
University of Arizona 1989 — 1993
BS, Marketing and Communications
WageWorks June 2014 - Present
Nuverra Enviornmental Solutions January 2014 - June 2014
Insight August 2012 - October 2013
Insight February 2009 - August 2012
Insight March 2007 - February 2009
Barclays Bank May 2003 - November 2003
Credit Suisse First Boston August 2000 - March 2002
Donaldson, Lufkin & Jenrette July 1997 - March 2002
Smith Barney November 1995 - July 1997
Merrill Lynch January 1994 - March 1994
Skills
Applicant Tracking..., Employee Referral..., ADDIE, Adult Education, DDI, Talent Acquisition, OFCCP, College Recruiting, Sales, Onboarding, Organizational..., Training, Leadership, Sourcing, Recruiting, Interviews
Education
University of Arizona 1989 — 1993
BS, Marketing and Communications
Abigail Lake Abigail Lake's Credit Suisse First Boston Experience July 2004 - April 2005
Job Exec. Director, Financial Planning & Analysis at MarVista Entertainment
Industry Entertainment
Experience
MarVista Entertainment October 2014 - Present
hitRECord.org LLC June 2013 - October 2014
Showtime Networks December 2010 - June 2013
Showtime Networks May 2007 - January 2011
Showtime Networks April 2005 - May 2007
Credit Suisse First Boston July 2004 - April 2005
Skills
Financial Analysis, Forecasting, Financial Modeling, Budgeting, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
Master of Business Administration (M.B.A.), Entertainment, Media & Technology
University of Cincinnati College of Business 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting, International Business
MarVista Entertainment October 2014 - Present
hitRECord.org LLC June 2013 - October 2014
Showtime Networks December 2010 - June 2013
Showtime Networks May 2007 - January 2011
Showtime Networks April 2005 - May 2007
Credit Suisse First Boston July 2004 - April 2005
Skills
Financial Analysis, Forecasting, Financial Modeling, Budgeting, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
Master of Business Administration (M.B.A.), Entertainment, Media & Technology
University of Cincinnati College of Business 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting, International Business
Gregory Mark Hill's Credit Suisse First Boston Experience June 1998 - July 2000
Job Managing Partner
Industry Executive Office
Experience
GCH Partners 2009 - Present
BDO/Trenwith Securities May 2007 - April 2009
Tsinghua Holdings Capital July 2000 - June 2006
Credit Suisse First Boston June 1998 - July 2000
Deutsche Bank/DMG Technology Group 1996 - 1998
Skills
Private Equity, Emerging Markets, Public Speaking, Restructuring, Capital Markets, Valuation, Project Finance, Derivatives, Financial Structuring, Fixed Income, Financial Modeling, Venture Capital, Bloomberg, Mergers & Acquisitions, Global Impact..., Foundations, Family Office, Entrepreneurship, LBO, Due Diligence, Strategy, Investments, Social Impact
Education
Hangul Hakyo
Trinity College-Hartford
Bachelor of Arts, Economics, English, Studio Fine Art
University of Virginia - Darden Graduate School of Business Administration
Corporate Finance
GCH Partners 2009 - Present
BDO/Trenwith Securities May 2007 - April 2009
Tsinghua Holdings Capital July 2000 - June 2006
Credit Suisse First Boston June 1998 - July 2000
Deutsche Bank/DMG Technology Group 1996 - 1998
Skills
Private Equity, Emerging Markets, Public Speaking, Restructuring, Capital Markets, Valuation, Project Finance, Derivatives, Financial Structuring, Fixed Income, Financial Modeling, Venture Capital, Bloomberg, Mergers & Acquisitions, Global Impact..., Foundations, Family Office, Entrepreneurship, LBO, Due Diligence, Strategy, Investments, Social Impact
Education
Hangul Hakyo
Trinity College-Hartford
Bachelor of Arts, Economics, English, Studio Fine Art
University of Virginia - Darden Graduate School of Business Administration
Corporate Finance
J. Dow Covey J. Dow Covey's Credit Suisse First Boston Experience 2000 - 2002
Job Program Manager
Industry Defense & Space
Experience
Harris Corporation September 2014 - Present
Covey Enterprise November 2011 - Present
311th Theater Signal Command - Support Unit Pacific - US Army Reserve 2011 - February 2014
Rockwell Collins 2009 - 2011
US Army January 2003 - October 2008
Credit Suisse First Boston 2000 - 2002
Skills
Defense, Government, Military, DoD, Government Contracting, Program Management, Security Clearance, Defence, Operational Planning, Proposal Writing, Leadership, Security, Command, Information Assurance, Military Operations, Tactics, Physical Security, National Security, Military Experience, Intelligence, Operations Management, Army, Top Secret, Aviation, Aerospace, Organizational..., Analysis, Logistics, Integration, Systems Engineering, Earned Value Management, Policy, Navy, Sales Management, Intelligence Analysis, Satellite Communications, Consultative Sales...
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA
Washington and Lee University School of Law 1992 — 1995
Juris Doctor
University of North Carolina at Chapel Hill 1989 — 1992
BSBA
Episcopal High School 1983 — 1989
Harris Corporation September 2014 - Present
Covey Enterprise November 2011 - Present
311th Theater Signal Command - Support Unit Pacific - US Army Reserve 2011 - February 2014
Rockwell Collins 2009 - 2011
US Army January 2003 - October 2008
Credit Suisse First Boston 2000 - 2002
Skills
Defense, Government, Military, DoD, Government Contracting, Program Management, Security Clearance, Defence, Operational Planning, Proposal Writing, Leadership, Security, Command, Information Assurance, Military Operations, Tactics, Physical Security, National Security, Military Experience, Intelligence, Operations Management, Army, Top Secret, Aviation, Aerospace, Organizational..., Analysis, Logistics, Integration, Systems Engineering, Earned Value Management, Policy, Navy, Sales Management, Intelligence Analysis, Satellite Communications, Consultative Sales...
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA
Washington and Lee University School of Law 1992 — 1995
Juris Doctor
University of North Carolina at Chapel Hill 1989 — 1992
BSBA
Episcopal High School 1983 — 1989
Adrienne McCallister's Credit Suisse First Boston Experience July 1999 - December 2000
Job Director, Chromecast Distribution, Retail, Hardware Partnerships at Google
Industry Online Media
Experience
Google January 2013 - Present
Google April 2011 - January 2013
Associated Content May 2009 - April 2011
Clearleap April 2008 - May 2009
AOL August 2003 - August 2007
Credit Suisse First Boston July 1999 - December 2000
PaineWebber July 1997 - July 1999
Skills
Business Development, Global Business..., New Business Development, New Business..., Negotiation, Licensing Negotiations, Software Licensing, Strategic Partnerships, Digital Strategy, Strategic Planning, Strategic Alliances, Strategic Consulting, Strategic Thinking, Business Strategy, Content Strategy, Executive Management, Management, Contract Negotiation, Management Consulting, Digital Media, Internet Strategy, Fortune 100, Start-up Leadership, Start-ups, Start-up Consulting, Start-up Ventures, Entrepreneurial..., Mergers, Corporate Development, Corporate Partnership..., Technology, Social TV, connected tv, Television, Cable Television, Strategy, Mergers & Acquisitions, Mobile Devices, Digital Marketing, E-commerce, Competitive Analysis, Analytics, Ad Networks, Mobile Marketing
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2003
MBA
University of Virginia 1993 — 1997
BS, Finance
Lake Braddock Secondary School
Google January 2013 - Present
Google April 2011 - January 2013
Associated Content May 2009 - April 2011
Clearleap April 2008 - May 2009
AOL August 2003 - August 2007
Credit Suisse First Boston July 1999 - December 2000
PaineWebber July 1997 - July 1999
Skills
Business Development, Global Business..., New Business Development, New Business..., Negotiation, Licensing Negotiations, Software Licensing, Strategic Partnerships, Digital Strategy, Strategic Planning, Strategic Alliances, Strategic Consulting, Strategic Thinking, Business Strategy, Content Strategy, Executive Management, Management, Contract Negotiation, Management Consulting, Digital Media, Internet Strategy, Fortune 100, Start-up Leadership, Start-ups, Start-up Consulting, Start-up Ventures, Entrepreneurial..., Mergers, Corporate Development, Corporate Partnership..., Technology, Social TV, connected tv, Television, Cable Television, Strategy, Mergers & Acquisitions, Mobile Devices, Digital Marketing, E-commerce, Competitive Analysis, Analytics, Ad Networks, Mobile Marketing
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2003
MBA
University of Virginia 1993 — 1997
BS, Finance
Lake Braddock Secondary School
Satyan Patel Satyan Patel's Credit Suisse First Boston Experience January 2002 - December 2002
Job Information Technology and Services Professional, Entrepeneur, Hospitality, and Restaurant Industry.
Industry Information Technology and Services
Experience
DNS Holdings July 2011 - Present
Genesis Digital Consulting January 2003 - March 2013
Quiznos 4th & Menaul 2004 - 2013
Credit Suisse First Boston January 2002 - December 2002
University Of New Mexico August 1999 - December 2001
Genesis Digital Consulting August 1994 - December 2001
Systems Management Services January 1999 - August 2001
New Mexico Department of Health, Scientific Laboratory Division May 1997 - May 1998
Skills
Does best work in..., Professional Hustler, Network Administration, Networking, Servers, System Administration, Operating Systems, Linux, TCP/IP, Windows 7, XP, Windows XP, Software Installation, Hardware
Education
University of California, Irvine 2013 — 2013
Physics, 401
Central New Mexico 2010 — 2010
Applied Science and Technology, Information Technology
Technical Vocational Institute 1994 — 1998
Science in Engineering, Engineering
University of New Mexico, School of Electrical & Computer Engineering 1994 — 1998
Computer Engineering, Computer Engineering
DNS Holdings July 2011 - Present
Genesis Digital Consulting January 2003 - March 2013
Quiznos 4th & Menaul 2004 - 2013
Credit Suisse First Boston January 2002 - December 2002
University Of New Mexico August 1999 - December 2001
Genesis Digital Consulting August 1994 - December 2001
Systems Management Services January 1999 - August 2001
New Mexico Department of Health, Scientific Laboratory Division May 1997 - May 1998
Skills
Does best work in..., Professional Hustler, Network Administration, Networking, Servers, System Administration, Operating Systems, Linux, TCP/IP, Windows 7, XP, Windows XP, Software Installation, Hardware
Education
University of California, Irvine 2013 — 2013
Physics, 401
Central New Mexico 2010 — 2010
Applied Science and Technology, Information Technology
Technical Vocational Institute 1994 — 1998
Science in Engineering, Engineering
University of New Mexico, School of Electrical & Computer Engineering 1994 — 1998
Computer Engineering, Computer Engineering
Ruben H. Torres's Credit Suisse First Boston Experience May 2000 - August 2000
Job Managing Principal at PDN Capital Management, LLC
Industry Venture Capital & Private Equity
Experience
PDN Capital Management, LLC April 2010 - Present
Wells Fargo Bank, N.A. October 2004 - October 2014
Merrill Lynch June 2003 - September 2004
A.G. Edwards & Sons, Inc. January 2002 - June 2003
First Union Securities September 2000 - January 2002
Credit Suisse First Boston May 2000 - August 2000
Skills
Financial Analysis, Strategic Planning, Commercial Lending, Due Diligence, Loans, Real Estate, Commercial Banking, Private Equity, Mergers & Acquisitions, New Business Development, Small Business Lending, Municipal Bonds, Asset Management, Investments, Portfolio Management, Asset Managment, Real Estate Economics, Credit Analysis, Business Planning, Business Strategy, Business Development, Executive Management, Credit, Loan Origination, Treasury Management, Strategic Financial..., Finance, Banking, Valuation, Series 7, Underwriting, Risk Management, Financial Services
Education
The University of Texas at El Paso
Finance
PDN Capital Management, LLC April 2010 - Present
Wells Fargo Bank, N.A. October 2004 - October 2014
Merrill Lynch June 2003 - September 2004
A.G. Edwards & Sons, Inc. January 2002 - June 2003
First Union Securities September 2000 - January 2002
Credit Suisse First Boston May 2000 - August 2000
Skills
Financial Analysis, Strategic Planning, Commercial Lending, Due Diligence, Loans, Real Estate, Commercial Banking, Private Equity, Mergers & Acquisitions, New Business Development, Small Business Lending, Municipal Bonds, Asset Management, Investments, Portfolio Management, Asset Managment, Real Estate Economics, Credit Analysis, Business Planning, Business Strategy, Business Development, Executive Management, Credit, Loan Origination, Treasury Management, Strategic Financial..., Finance, Banking, Valuation, Series 7, Underwriting, Risk Management, Financial Services
Education
The University of Texas at El Paso
Finance
Gary Bonhiver Gary Bonhiver's Credit Suisse First Boston Experience January 2003 - August 2004
Job Principal Database Architect at SunGard Capital Markets
Industry Financial Services
Experience
SunGard Capital Markets August 2004 - Present
SunGard August 2004 - Present
Credit Suisse First Boston January 2003 - August 2004
Credit Suisse First Boston November 2000 - December 2002
Donaldson, Lufkin & Jenrette (DLJ) August 1995 - October 2000
International Tandem Users Group (ITUG) 1996 - 1999
Pitney Bowes December 1994 - December 1995
NYNEX Computer Services August 1994 - July 1995
Ameritech September 1994 - December 1994
Cellnet June 1994 - August 1994
Skills
Sybase, Oracle, DB2, MySQL, PostgreSQL, Access, SQL, Database Design, Data Warehousing, High Availability, Data Modeling, Disaster Recovery, Microsoft SQL Server, Performance Tuning, Architecture, SDLC, SOA, NonStop SQL, HP NonStop, SQL/MP, Parallel Processing, Requirements Analysis, Program Management, Architectures, COBOL, Software Project..., Unix, Testing, Integration, Servers, Security, Enterprise Architecture, Software Development, Agile Methodologies, System Architecture, ETL, Databases, Linux, Unix Shell Scripting, Data Migration, Solaris
Education
University of California, Berkeley 1975 — 1979
Computer Science
SunGard Capital Markets August 2004 - Present
SunGard August 2004 - Present
Credit Suisse First Boston January 2003 - August 2004
Credit Suisse First Boston November 2000 - December 2002
Donaldson, Lufkin & Jenrette (DLJ) August 1995 - October 2000
International Tandem Users Group (ITUG) 1996 - 1999
Pitney Bowes December 1994 - December 1995
NYNEX Computer Services August 1994 - July 1995
Ameritech September 1994 - December 1994
Cellnet June 1994 - August 1994
Skills
Sybase, Oracle, DB2, MySQL, PostgreSQL, Access, SQL, Database Design, Data Warehousing, High Availability, Data Modeling, Disaster Recovery, Microsoft SQL Server, Performance Tuning, Architecture, SDLC, SOA, NonStop SQL, HP NonStop, SQL/MP, Parallel Processing, Requirements Analysis, Program Management, Architectures, COBOL, Software Project..., Unix, Testing, Integration, Servers, Security, Enterprise Architecture, Software Development, Agile Methodologies, System Architecture, ETL, Databases, Linux, Unix Shell Scripting, Data Migration, Solaris
Education
University of California, Berkeley 1975 — 1979
Computer Science
Cheryl Popp Cheryl Popp's Credit Suisse First Boston Experience 1998 - 2001
Job Public Relations Marketing Communications Specialist building businesses
Industry Public Relations and Communications
Experience
PoppInc 2001 - Present
City of Sausalito 2008 - 2010
Credit Suisse First Boston 1998 - 2001
Robertson Stephens Investment Banking 1995 - 1998
Skills
Marketing Communications, Public Relations, Social Media, Media Relations, Social Media Marketing, Strategic Communications, Event Planning, Blogging, Press Releases, Online Marketing, Advertising, Online Advertising, Marketing, Social Networking, Corporate Communications, Event Management, Public Speaking, Publicity, Copywriting, Photography, Integrated Marketing, Marketing Strategy, Nonprofits, Email Marketing
Education
University of California, Berkeley
BA, Political Science & Journalism
PoppInc 2001 - Present
City of Sausalito 2008 - 2010
Credit Suisse First Boston 1998 - 2001
Robertson Stephens Investment Banking 1995 - 1998
Skills
Marketing Communications, Public Relations, Social Media, Media Relations, Social Media Marketing, Strategic Communications, Event Planning, Blogging, Press Releases, Online Marketing, Advertising, Online Advertising, Marketing, Social Networking, Corporate Communications, Event Management, Public Speaking, Publicity, Copywriting, Photography, Integrated Marketing, Marketing Strategy, Nonprofits, Email Marketing
Education
University of California, Berkeley
BA, Political Science & Journalism
Johannes Albeck's Credit Suisse First Boston Experience March 1997 - February 2001
Job
Industry Investment Management
Experience
Albeck Advisory Services, LLC November 2007 - Present
Bayerische Landesbank November 2003 - April 2007
Independent Consultancy July 2002 - November 2003
ABN AMRO February 2001 - July 2002
Credit Suisse First Boston March 1997 - February 2001
Deutsche Bank September 1995 - March 1997
Citibank September 1974 - September 1995
US Navy 1967 - 1972
Skills
Structured Finance, Portfolio Management, Securitization, Financial Structuring, ABS, Due Diligence, Enterprise Risk..., Credit Derivatives, Project Finance, Capital Markets, Real Estate, Finance, Treasury Management, Loans, Business Strategy, Securities, Banking, Financial Analysis, Corporate Governance, Mergers & Acquisitions, Financial Risk, Real Estate Economics, Venture Capital, Commercial Banking, Commercial Lending, Loan Origination, Strategy, Funding, Trading, Financial Services, Structured Products, Financial Markets, Management Consulting, Emerging Markets, Financial Institutions, Restructuring, Leveraged Finance, FX Options, Bloomberg, Trade Finance
Education
University of Pennsylvania - The Wharton School 1972 — 1974
MBA
University of California, Berkeley, Haas School of Business 1961 — 1966
B.S.
Albeck Advisory Services, LLC November 2007 - Present
Bayerische Landesbank November 2003 - April 2007
Independent Consultancy July 2002 - November 2003
ABN AMRO February 2001 - July 2002
Credit Suisse First Boston March 1997 - February 2001
Deutsche Bank September 1995 - March 1997
Citibank September 1974 - September 1995
US Navy 1967 - 1972
Skills
Structured Finance, Portfolio Management, Securitization, Financial Structuring, ABS, Due Diligence, Enterprise Risk..., Credit Derivatives, Project Finance, Capital Markets, Real Estate, Finance, Treasury Management, Loans, Business Strategy, Securities, Banking, Financial Analysis, Corporate Governance, Mergers & Acquisitions, Financial Risk, Real Estate Economics, Venture Capital, Commercial Banking, Commercial Lending, Loan Origination, Strategy, Funding, Trading, Financial Services, Structured Products, Financial Markets, Management Consulting, Emerging Markets, Financial Institutions, Restructuring, Leveraged Finance, FX Options, Bloomberg, Trade Finance
Education
University of Pennsylvania - The Wharton School 1972 — 1974
MBA
University of California, Berkeley, Haas School of Business 1961 — 1966
B.S.
Michael Viani Michael Viani's Credit Suisse First Boston Experience 1997 - 1999
Job Real Estate and Clean Energy/Tech are my passion
Industry Renewables & Environment
Experience
King Realty Group 2009 - Present
CeleritasCloud January 2015 - Present
NOMINUS Capital, LLC 2013 - Present
Freelance 2010 - Present
Navigant Consulting February 2011 - July 2012
Wells Fargo 2002 - 2009
Southwestern Power 2001 - 2002
Worldpoint Interactive 2000 - 2001
PG&E Energy Services 2000 - 2001
Credit Suisse First Boston 1997 - 1999
Skills
Project Finance, Energy, Pricing, Financial Modeling, Due Diligence, Valuation, Renewable Energy, Financial Analysis, Private Equity, Mergers, Investments, Corporate Finance, Venture Capital, Risk Management, Business Strategy, Start-ups, Strategy, Mergers & Acquisitions, Analysis, Finance, Business Development
Education
Thunderbird School of Global Management 1993 — 1995
MBA
University of Arizona
BA
St. Mary's College of California
Jesuit Prep
King Realty Group 2009 - Present
CeleritasCloud January 2015 - Present
NOMINUS Capital, LLC 2013 - Present
Freelance 2010 - Present
Navigant Consulting February 2011 - July 2012
Wells Fargo 2002 - 2009
Southwestern Power 2001 - 2002
Worldpoint Interactive 2000 - 2001
PG&E Energy Services 2000 - 2001
Credit Suisse First Boston 1997 - 1999
Skills
Project Finance, Energy, Pricing, Financial Modeling, Due Diligence, Valuation, Renewable Energy, Financial Analysis, Private Equity, Mergers, Investments, Corporate Finance, Venture Capital, Risk Management, Business Strategy, Start-ups, Strategy, Mergers & Acquisitions, Analysis, Finance, Business Development
Education
Thunderbird School of Global Management 1993 — 1995
MBA
University of Arizona
BA
St. Mary's College of California
Jesuit Prep
Courtney Wittkop Courtney Wittkop's Credit Suisse First Boston Experience June 2003 - March 2006
Job Director of Advancement at CASA of Orange County
Industry Philanthropy
Experience
CASA OC March 2015 - Present
Eli Lilly August 2006 - February 2010
Credit Suisse First Boston June 2003 - March 2006
Skills
Pharmaceutical Sales, Sales, Marketing, Leadership, Business Development
Education
University of Georgia - Terry College of Business 1997 — 2001
Finance, Finance, General
CASA OC March 2015 - Present
Eli Lilly August 2006 - February 2010
Credit Suisse First Boston June 2003 - March 2006
Skills
Pharmaceutical Sales, Sales, Marketing, Leadership, Business Development
Education
University of Georgia - Terry College of Business 1997 — 2001
Finance, Finance, General
Harmony Downs Harmony Downs's Credit Suisse First Boston Experience August 2000 - December 2001
Job Strategic Programs, Integrated Talent Management at Applied Materials
Industry Human Resources
Experience
Applied Materials August 2014 - Present
Applied Materials August 2013 - May 2015
Sony Pictures Entertainment August 2012 - August 2013
East West Bank January 2013 - May 2013
Yahoo! May 2012 - December 2012
Pacific Millennium Group January 2008 - October 2011
Shandong University 2002 - 2007
Credit Suisse First Boston August 2000 - December 2001
The Walt Disney Company June 2000 - August 2000
Education
University of Southern California - Marshall School of Business 2010 — 2013
MBA, Leadership & Organization
University of California, San Diego
BA w honors, Chinese Studies, History, Economics
Applied Materials August 2014 - Present
Applied Materials August 2013 - May 2015
Sony Pictures Entertainment August 2012 - August 2013
East West Bank January 2013 - May 2013
Yahoo! May 2012 - December 2012
Pacific Millennium Group January 2008 - October 2011
Shandong University 2002 - 2007
Credit Suisse First Boston August 2000 - December 2001
The Walt Disney Company June 2000 - August 2000
Education
University of Southern California - Marshall School of Business 2010 — 2013
MBA, Leadership & Organization
University of California, San Diego
BA w honors, Chinese Studies, History, Economics
Pedro A. Fernández's Credit Suisse First Boston Experience July 2001 - October 2003
Job Business Development and Sales
Industry Renewables & Environment
Experience
Ferz Capital August 2010 - Present
Enermix May 2008 - July 2010
Pali Capital Inc. January 2005 - April 2008
Merrill Lynch Banque Suisse January 2004 - December 2004
Credit Suisse First Boston July 2001 - October 2003
PaineWebber / UBS January 1999 - December 2000
Lehman Brothers July 1994 - August 1998
Salomon Brothers June 1993 - August 1993
Skills
Emerging Markets, Investment Management, Alternative Investments, Investment Banking, Business Development, Private Banking, Product Management, Sales, Alternative Energy, Agricultural Production, Market Development, Solar Energy, Capital Raising
Education
University of California, Berkeley - Walter A. Haas School of Business 1992 — 1994
Bachelor of Science (B.S.), Business Administration - Finance, Honors, 3.77 GPA
Ferz Capital August 2010 - Present
Enermix May 2008 - July 2010
Pali Capital Inc. January 2005 - April 2008
Merrill Lynch Banque Suisse January 2004 - December 2004
Credit Suisse First Boston July 2001 - October 2003
PaineWebber / UBS January 1999 - December 2000
Lehman Brothers July 1994 - August 1998
Salomon Brothers June 1993 - August 1993
Skills
Emerging Markets, Investment Management, Alternative Investments, Investment Banking, Business Development, Private Banking, Product Management, Sales, Alternative Energy, Agricultural Production, Market Development, Solar Energy, Capital Raising
Education
University of California, Berkeley - Walter A. Haas School of Business 1992 — 1994
Bachelor of Science (B.S.), Business Administration - Finance, Honors, 3.77 GPA
Patrick Norero Patrick Norero's Credit Suisse First Boston Experience May 1999 - August 2004
Job Financial Services Professional at Citigroup
Industry Financial Services
Experience
Citi December 2014 - Present
Fiserv October 2012 - November 2014
Electra Information Systems September 2007 - October 2012
Highbridge Capital Management September 2006 - August 2007
MetLife Financial Services August 2005 - September 2006
BNY Mellon September 2004 - August 2005
Credit Suisse First Boston May 1999 - August 2004
Skills
Securities, Business Analysis, Fixed Income, Equities, Financial Services, Back Office, Portfolio Management, Trading, Investments, Management, Business Strategy, Hedge Funds, Software Development, Product Development, Bloomberg, Derivatives, Process Improvement, Risk Management, Fund Accounting, Business Development, System Architecture, Trading Systems, Software Implementation, RFP Generation, Vendor Management, FX, Post Trade Processing, Bonds, Microsoft Office, PowerPoint, Data Analysis, Analysis, Mutual Funds, Pricing Strategy, Excel, Project Management, Customer Relations, Word, SWIFT payments, Asset Management, Compliance, Product Management, SQL, Financial Reporting, Reconciliation, Middle Office, Relationship Management, Business Requirements, Settlement, Swaps
Education
State University of New York at Albany
Bachelor of Arts (B.A.), Sociology
Citi December 2014 - Present
Fiserv October 2012 - November 2014
Electra Information Systems September 2007 - October 2012
Highbridge Capital Management September 2006 - August 2007
MetLife Financial Services August 2005 - September 2006
BNY Mellon September 2004 - August 2005
Credit Suisse First Boston May 1999 - August 2004
Skills
Securities, Business Analysis, Fixed Income, Equities, Financial Services, Back Office, Portfolio Management, Trading, Investments, Management, Business Strategy, Hedge Funds, Software Development, Product Development, Bloomberg, Derivatives, Process Improvement, Risk Management, Fund Accounting, Business Development, System Architecture, Trading Systems, Software Implementation, RFP Generation, Vendor Management, FX, Post Trade Processing, Bonds, Microsoft Office, PowerPoint, Data Analysis, Analysis, Mutual Funds, Pricing Strategy, Excel, Project Management, Customer Relations, Word, SWIFT payments, Asset Management, Compliance, Product Management, SQL, Financial Reporting, Reconciliation, Middle Office, Relationship Management, Business Requirements, Settlement, Swaps
Education
State University of New York at Albany
Bachelor of Arts (B.A.), Sociology
Joe Petry's Credit Suisse First Boston Experience 1999 - 2001
Job Clinical Professor of Economics and Finance
Industry Higher Education
Experience
University of Illinois at Urbana-Champaign May 2001 - Present
Illinois Association of Park Districts January 2006 - 2015
Champaign Park District May 2003 - 2015
Credit Suisse First Boston, 1999 - 2001
Citi 1996 - 1999
Skills
Economics, Macroeconomics, Strategic Planning, Performance Metrics, Regional Development, Public Policy, Capital Budgeting, Higher Education, Statistical Data..., Budget Setting, Leading Diverse Teams, Collaborative Problem..., Investment Banking, Team Effectiveness, Dashboard Metrics, Microsoft Excel, Regional Planning, Recreation Planning, Sustainability, Investment Strategies, Business Analysis, Leadership, Public Speaking, Commercial Real Estate, Finance, Econometrics, International Economics, Economic Research, Stata, Development Economics, Microeconomics, Customer Service, Data Analysis, Economic Policy, Political Economy, Labor Economics, Social Media
Education
University of Illinois at Urbana-Champaign 1986 — 1991
Doctor of Philosophy (PhD), Development Economics and International Economics
University of Illinois at Urbana-Champaign
Bachelors, Economics
University of Illinois at Urbana-Champaign May 2001 - Present
Illinois Association of Park Districts January 2006 - 2015
Champaign Park District May 2003 - 2015
Credit Suisse First Boston, 1999 - 2001
Citi 1996 - 1999
Skills
Economics, Macroeconomics, Strategic Planning, Performance Metrics, Regional Development, Public Policy, Capital Budgeting, Higher Education, Statistical Data..., Budget Setting, Leading Diverse Teams, Collaborative Problem..., Investment Banking, Team Effectiveness, Dashboard Metrics, Microsoft Excel, Regional Planning, Recreation Planning, Sustainability, Investment Strategies, Business Analysis, Leadership, Public Speaking, Commercial Real Estate, Finance, Econometrics, International Economics, Economic Research, Stata, Development Economics, Microeconomics, Customer Service, Data Analysis, Economic Policy, Political Economy, Labor Economics, Social Media
Education
University of Illinois at Urbana-Champaign 1986 — 1991
Doctor of Philosophy (PhD), Development Economics and International Economics
University of Illinois at Urbana-Champaign
Bachelors, Economics
Eric Enderle Eric Enderle's Credit Suisse First Boston Experience February 1999 - November 2001
Job Chief Operating Officer at CareSpot Express Healthcare
Industry Hospital & Health Care
Experience
CareSpot September 2011 - Present
Renal Advantage Inc. November 2005 - July 2011
Ardent Health Services May 2003 - November 2005
Credit Suisse First Boston February 1999 - November 2001
Deutsche Bank Alex. Brown 1997 - 1999
Alex. Brown & Sons 1997 - 1999
BT Alex. Brown 1997 - 1999
Skills
Healthcare, Leadership, Hospitals, Mergers & Acquisitions, Investment Banking, Management, Mergers, Sales, Financial Analysis, EMR, Negotiation, Strategic Planning, Equities, Healthcare Information..., Start-ups, Healthcare Management, Team Building, Budgets, Business Development, Process Improvement, Vendor Management
Education
University of Houston 1991 — 1993
MBA
University of Houston 1989 — 1991
BBA
CareSpot September 2011 - Present
Renal Advantage Inc. November 2005 - July 2011
Ardent Health Services May 2003 - November 2005
Credit Suisse First Boston February 1999 - November 2001
Deutsche Bank Alex. Brown 1997 - 1999
Alex. Brown & Sons 1997 - 1999
BT Alex. Brown 1997 - 1999
Skills
Healthcare, Leadership, Hospitals, Mergers & Acquisitions, Investment Banking, Management, Mergers, Sales, Financial Analysis, EMR, Negotiation, Strategic Planning, Equities, Healthcare Information..., Start-ups, Healthcare Management, Team Building, Budgets, Business Development, Process Improvement, Vendor Management
Education
University of Houston 1991 — 1993
MBA
University of Houston 1989 — 1991
BBA
Michele Boesenberg's Credit Suisse First Boston Experience 2000 - 2002
Job Senior Director at Yahoo!
Industry Internet
Experience
Yahoo! 2008 - Present
Yahoo! 2006 - 2008
Knight Ridder 2004 - 2006
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Corporate Development, Corporate Finance, Mergers, Valuation, Due Diligence, Deal Sourcing, Investment Banking, Structuring, Strategic Assessment, Financial Modeling, Business Modeling, M&A experience, Strategic Analysis, Team Leadership, Internet, Mobile, Online Advertising, Mobile Advertising, Online Lead Generation, Digital Media, Strategy, Mergers, Business Development, Analysis
Education
Wharton School, University of Pennsylvania
M.B.A., Finance
University of California, Berkeley
B.S., Business
Yahoo! 2008 - Present
Yahoo! 2006 - 2008
Knight Ridder 2004 - 2006
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Corporate Development, Corporate Finance, Mergers, Valuation, Due Diligence, Deal Sourcing, Investment Banking, Structuring, Strategic Assessment, Financial Modeling, Business Modeling, M&A experience, Strategic Analysis, Team Leadership, Internet, Mobile, Online Advertising, Mobile Advertising, Online Lead Generation, Digital Media, Strategy, Mergers, Business Development, Analysis
Education
Wharton School, University of Pennsylvania
M.B.A., Finance
University of California, Berkeley
B.S., Business
Jennifer Shefler Jennifer Shefler's Credit Suisse First Boston Experience March 2005 - September 2005
Job
Industry Financial Services
Experience
Fordham University January 2011 - January 2012
Galloway Capital Management, LLC November 2005 - September 2008
Credit Suisse First Boston March 2005 - September 2005
Jupiter Asset Management November 2004 - February 2005
Piper Jaffray May 2002 - September 2004
Deutsche Bank March 1995 - February 2001
Salomon Brothers March 1993 - June 1995
Nomura Securities January 1992 - February 1993
Education
University of Arkansas 1987 — 1991
B.S.B.A., Finance Management
Fordham University January 2011 - January 2012
Galloway Capital Management, LLC November 2005 - September 2008
Credit Suisse First Boston March 2005 - September 2005
Jupiter Asset Management November 2004 - February 2005
Piper Jaffray May 2002 - September 2004
Deutsche Bank March 1995 - February 2001
Salomon Brothers March 1993 - June 1995
Nomura Securities January 1992 - February 1993
Education
University of Arkansas 1987 — 1991
B.S.B.A., Finance Management
Adrian Lanch Adrian Lanch's Credit Suisse First Boston Experience December 2000 - February 2001
Job IT Financial Services Professional | Market Data Specialist | Consultant | Systems Architect
Industry Information Technology and Services
Experience
Weizmann Day School July 2010 - September 2012
Self Employed March 2006 - May 2010
CyberTrader Inc. July 2003 - February 2006
TechStream Inc. July 1998 - May 2003
Reuters America Inc. June 2002 - April 2003
MoneyLine Telerate Inc. February 2001 - October 2001
Credit Suisse First Boston December 2000 - February 2001
Donaldson, Lufkin & Jenrette March 2000 - November 2000
Reuters America Inc. October 1999 - March 2000
Donaldson, Lufkin & Jenrette July 1999 - September 1999
Skills
Market Data, Unix, Trading Systems, Integration, Low Latency, Enterprise Software, Electronic Trading, Financial Markets, Equities, Data Center, Options, Reuters, Databases, Software Project..., Fixed Income, Equity Trading, Linux, Triarch, RMDS, Requirements Analysis, Trading, SQL, Distributed Systems, Technical Analysis, Software Engineering, System Administration, Testing, TIBCO Rendezvous, RFA, Kobra, Reuters 3000, Windows 7, Networking, Capital Markets, Solaris, Servers, Bash, Visual Studio, Awk, Reuters Triarch, Microsoft Office, Programming, FX Trading, Perl, LAMP, Google Analytics, Google Adwords, Google Webmaster Tools, Python, R Programming
Education
University of California, Irvine 2014 — 2015
Predictive Analytics
University of Surrey 1986 — 1990
B. Eng., Information Systems Engineering
Chesham High School 1984 — 1986
Berkhamsted School 1981 — 1984
Weizmann Day School July 2010 - September 2012
Self Employed March 2006 - May 2010
CyberTrader Inc. July 2003 - February 2006
TechStream Inc. July 1998 - May 2003
Reuters America Inc. June 2002 - April 2003
MoneyLine Telerate Inc. February 2001 - October 2001
Credit Suisse First Boston December 2000 - February 2001
Donaldson, Lufkin & Jenrette March 2000 - November 2000
Reuters America Inc. October 1999 - March 2000
Donaldson, Lufkin & Jenrette July 1999 - September 1999
Skills
Market Data, Unix, Trading Systems, Integration, Low Latency, Enterprise Software, Electronic Trading, Financial Markets, Equities, Data Center, Options, Reuters, Databases, Software Project..., Fixed Income, Equity Trading, Linux, Triarch, RMDS, Requirements Analysis, Trading, SQL, Distributed Systems, Technical Analysis, Software Engineering, System Administration, Testing, TIBCO Rendezvous, RFA, Kobra, Reuters 3000, Windows 7, Networking, Capital Markets, Solaris, Servers, Bash, Visual Studio, Awk, Reuters Triarch, Microsoft Office, Programming, FX Trading, Perl, LAMP, Google Analytics, Google Adwords, Google Webmaster Tools, Python, R Programming
Education
University of California, Irvine 2014 — 2015
Predictive Analytics
University of Surrey 1986 — 1990
B. Eng., Information Systems Engineering
Chesham High School 1984 — 1986
Berkhamsted School 1981 — 1984
Jaffar Sagir Jaffar Sagir's Credit Suisse First Boston Experience May 2000 - March 2004
Job Senior Analyst at Barclays Capital
Industry Computer Software
Experience
Barclays Capital February 2010 - Present
The Macgregor Group December 2008 - December 2009
Ernst & Young April 2007 - November 2008
Honeywell Aerospace April 2004 - March 2007
Credit Suisse First Boston May 2000 - March 2004
iNautix Technologies 2000 - 2004
Skills
Fixed Income, C#, Derivatives, Investment Banking, Bloomberg, Equities, Electronic Trading, Trading, Market Data, Risk Management, Bonds, Portfolio Management, Trading Systems, Web Services, FX Options, Financial Markets
Education
University of Madras
BE, EEE
Barclays Capital February 2010 - Present
The Macgregor Group December 2008 - December 2009
Ernst & Young April 2007 - November 2008
Honeywell Aerospace April 2004 - March 2007
Credit Suisse First Boston May 2000 - March 2004
iNautix Technologies 2000 - 2004
Skills
Fixed Income, C#, Derivatives, Investment Banking, Bloomberg, Equities, Electronic Trading, Trading, Market Data, Risk Management, Bonds, Portfolio Management, Trading Systems, Web Services, FX Options, Financial Markets
Education
University of Madras
BE, EEE
Joe Weisman's Credit Suisse First Boston Experience May 1982 - December 2005
Job Corporate Account Executive at Marco Energy
Industry Utilities
Experience
Marco Energy October 2012 - Present
EFI Water September 2011 - Present
Parkside Trading February 2012 - October 2012
Healthcare Solutions Team August 2010 - July 2011
Born Capital March 2010 - June 2010
Mojoe's Catering 2010 - 2010
Eagle Market Makers Inc. March 2008 - August 2009
Abt Electronics July 2007 - February 2008
Calyon Financial January 2006 - July 2007
Credit Suisse First Boston May 1982 - December 2005
Skills
Trading, Electronic Trading, Commodity, Trading Systems, Series 7, Financial Markets
Education
University of Illinois at Urbana-Champaign 1970 — 1972
Liberal arts
Roger C Sullivan 1966 — 1970
Marco Energy October 2012 - Present
EFI Water September 2011 - Present
Parkside Trading February 2012 - October 2012
Healthcare Solutions Team August 2010 - July 2011
Born Capital March 2010 - June 2010
Mojoe's Catering 2010 - 2010
Eagle Market Makers Inc. March 2008 - August 2009
Abt Electronics July 2007 - February 2008
Calyon Financial January 2006 - July 2007
Credit Suisse First Boston May 1982 - December 2005
Skills
Trading, Electronic Trading, Commodity, Trading Systems, Series 7, Financial Markets
Education
University of Illinois at Urbana-Champaign 1970 — 1972
Liberal arts
Roger C Sullivan 1966 — 1970
Gage Houser Gage Houser's Credit Suisse First Boston Experience 2000 - 2004
Job VP at Hutchinson Capital
Industry Financial Services
Experience
Hutchinson Capital February 2008 - Present
HSBC Securities February 2004 - January 2008
Credit Suisse First Boston 2000 - 2004
Merrill Lynch 1997 - 2000
Skills
Securities, Investment Management, Private Equity, Series 63, Equity Valuation, Emerging Markets, Structured Finance, Fund Of Funds, Finance, Corporate Development, Retirement, Investments, Asset Management, Financial Modeling, Management, Portfolio Management, Equities, Bonds, Alternative Investments, Financial Analysis, Hedge Funds, Fixed Income
Education
University of California, Los Angeles 1992 — 1996
BA, Economics
Branson 1988 — 1992
Hutchinson Capital February 2008 - Present
HSBC Securities February 2004 - January 2008
Credit Suisse First Boston 2000 - 2004
Merrill Lynch 1997 - 2000
Skills
Securities, Investment Management, Private Equity, Series 63, Equity Valuation, Emerging Markets, Structured Finance, Fund Of Funds, Finance, Corporate Development, Retirement, Investments, Asset Management, Financial Modeling, Management, Portfolio Management, Equities, Bonds, Alternative Investments, Financial Analysis, Hedge Funds, Fixed Income
Education
University of California, Los Angeles 1992 — 1996
BA, Economics
Branson 1988 — 1992
Derek Kellett Derek Kellett's Credit Suisse First Boston Experience February 1990 - December 2002
Job CoFounder/Partner
Industry Financial Services
Experience
Catalpa LLC - Property Investment/Management June 2013 - Present
JP Morgan Inc. April 2004 - March 2013
ABN Amro Inc. December 2003 - April 2004
Credit Suisse First Boston February 1990 - December 2002
Skills
Investment Banking, Financial Markets, Business Strategy, Strategic Planning, Investments, New Business Development, Capital Markets, Strategy, Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Portfolio Management, Equity Research, Private Equity
Education
University of Technology, Sydney 1991 — 1992
Master of Business(Banking & Finance)
Securities Institute of Australia 1981 — 1984
Graduate Diploma, Securities/Banking/Finance
The University of Western Australia 1978 — 1981
Bachelor's Degree, Economics/Commerce
Servite College, Perth, Australia 1970 — 1977
Elementary-High School
Catalpa LLC - Property Investment/Management June 2013 - Present
JP Morgan Inc. April 2004 - March 2013
ABN Amro Inc. December 2003 - April 2004
Credit Suisse First Boston February 1990 - December 2002
Skills
Investment Banking, Financial Markets, Business Strategy, Strategic Planning, Investments, New Business Development, Capital Markets, Strategy, Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Portfolio Management, Equity Research, Private Equity
Education
University of Technology, Sydney 1991 — 1992
Master of Business(Banking & Finance)
Securities Institute of Australia 1981 — 1984
Graduate Diploma, Securities/Banking/Finance
The University of Western Australia 1978 — 1981
Bachelor's Degree, Economics/Commerce
Servite College, Perth, Australia 1970 — 1977
Elementary-High School
Brian Park's Credit Suisse First Boston Experience 1993 - 1995
Job Entrepreneur
Industry Internet
Experience
Seventh Sense LLC 2009 - Present
Winzy LLC 2005 - 2007
Xfire 2004 - 2005
Friendster, Inc. 2004 - 2004
Yahoo! Inc 1996 - 2002
Los Angeles Times 1996 - 1996
Credit Suisse First Boston 1993 - 1995
Skills
Multivariate Testing, Product Management, Start-ups, Affiliate Marketing, Cross-functional Team..., Business Development, Entrepreneurship, Analytics, Monetization, Strategic Partnerships, Google Adwords, E-commerce, Web Analytics, Online Advertising, Digital Media, Management, Team Management, Mobile Devices, Marketing, Business Planning, Product Marketing, Mobile Applications, Digital Marketing, Online Marketing, SEM, User Experience, Mobile Marketing
Education
University of California, Berkeley
MBA
Wesleyan University
BA
Seventh Sense LLC 2009 - Present
Winzy LLC 2005 - 2007
Xfire 2004 - 2005
Friendster, Inc. 2004 - 2004
Yahoo! Inc 1996 - 2002
Los Angeles Times 1996 - 1996
Credit Suisse First Boston 1993 - 1995
Skills
Multivariate Testing, Product Management, Start-ups, Affiliate Marketing, Cross-functional Team..., Business Development, Entrepreneurship, Analytics, Monetization, Strategic Partnerships, Google Adwords, E-commerce, Web Analytics, Online Advertising, Digital Media, Management, Team Management, Mobile Devices, Marketing, Business Planning, Product Marketing, Mobile Applications, Digital Marketing, Online Marketing, SEM, User Experience, Mobile Marketing
Education
University of California, Berkeley
MBA
Wesleyan University
BA
Mark Harris's Credit Suisse First Boston Experience June 1996 - September 1998
Job CFO at Malwarebytes
Industry Computer Software
Experience
Malwarebytes March 2014 - Present
SEVEN Networks September 2012 - December 2013
14 Months Travelling the World June 2011 - September 2012
Nimsoft October 2006 - May 2011
DSLi 2002 - 2006
Riversoft Plc September 1998 - February 2002
Credit Suisse First Boston June 1996 - September 1998
Salomon Brothers October 1994 - June 1996
Deloitte & Touche September 1988 - October 1994
Skills
Rapid Growth, Growth Management, IPO, M&A experience, Financial Modeling, Public Company..., Revenue Recognition, Venture Capital, International, Capital Raising, Dual Citizenship, SaaS, Systems Improvement, Cost Reduction..., International Tax, Strategy, Finance, CRM, Mergers & Acquisitions, Management, Leadership, Start-ups
Education
University of Leicester 1985 — 1988
BSc Hons
Chase Terrace High School, Staffordshire, England 1980 — 1985
Malwarebytes March 2014 - Present
SEVEN Networks September 2012 - December 2013
14 Months Travelling the World June 2011 - September 2012
Nimsoft October 2006 - May 2011
DSLi 2002 - 2006
Riversoft Plc September 1998 - February 2002
Credit Suisse First Boston June 1996 - September 1998
Salomon Brothers October 1994 - June 1996
Deloitte & Touche September 1988 - October 1994
Skills
Rapid Growth, Growth Management, IPO, M&A experience, Financial Modeling, Public Company..., Revenue Recognition, Venture Capital, International, Capital Raising, Dual Citizenship, SaaS, Systems Improvement, Cost Reduction..., International Tax, Strategy, Finance, CRM, Mergers & Acquisitions, Management, Leadership, Start-ups
Education
University of Leicester 1985 — 1988
BSc Hons
Chase Terrace High School, Staffordshire, England 1980 — 1985
Adam Spiegel's Credit Suisse First Boston Experience April 2000 - April 2002
Job Chief Financial Officer at Glassdoor
Industry Information Technology and Services
Experience
Glassdoor January 2014 - Present
RPX Corporation August 2009 - May 2013
RPX Corporation March 2009 - August 2009
Vectrant Technologies Inc. September 2006 - January 2009
CrossCart, Inc May 2004 - March 2005
Credit Suisse First Boston April 2000 - April 2002
Prudential Securities September 1997 - April 2000
Prudential Securities April 1994 - March 1996
Prudential Securities August 1989 - March 1994
Booz, Allen & Hamilton August 1985 - August 1987
Skills
Mergers, Financial Modeling, Capital Raising, Venture Capital, Valuation, Strategy, Financial Analysis, Equities, Divestitures, Start-ups, M&A experience, Mergers & Acquisitions, Managerial Finance, Restructuring, Investor Relations, Capital Markets, IPO, Financial Structuring, Executive Management, Due Diligence, Investments, Management, Structured Finance, Finance, Corporate Development, Leveraged Finance, Private Equity, Business Planning, Entrepreneurship, Investment Banking, Corporate Finance, Acquisitions, Accounting, Jazz Piano
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
University of Pennsylvania 1981 — 1985
B.S.E., Electrical Engineering
Glassdoor January 2014 - Present
RPX Corporation August 2009 - May 2013
RPX Corporation March 2009 - August 2009
Vectrant Technologies Inc. September 2006 - January 2009
CrossCart, Inc May 2004 - March 2005
Credit Suisse First Boston April 2000 - April 2002
Prudential Securities September 1997 - April 2000
Prudential Securities April 1994 - March 1996
Prudential Securities August 1989 - March 1994
Booz, Allen & Hamilton August 1985 - August 1987
Skills
Mergers, Financial Modeling, Capital Raising, Venture Capital, Valuation, Strategy, Financial Analysis, Equities, Divestitures, Start-ups, M&A experience, Mergers & Acquisitions, Managerial Finance, Restructuring, Investor Relations, Capital Markets, IPO, Financial Structuring, Executive Management, Due Diligence, Investments, Management, Structured Finance, Finance, Corporate Development, Leveraged Finance, Private Equity, Business Planning, Entrepreneurship, Investment Banking, Corporate Finance, Acquisitions, Accounting, Jazz Piano
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
University of Pennsylvania 1981 — 1985
B.S.E., Electrical Engineering
Jonathan Zucker's Credit Suisse First Boston Experience 1998 - 2003
Job Senior Vice President at Intrepid Investment Bankers LLC
Industry Investment Banking
Experience
Intrepid Investment Bankers LLC May 2014 - Present
US Capital Partners September 2012 - April 2014
Pine Street Advisors December 2003 - September 2012
FBR February 2010 - October 2010
Not TV, Inc. August 2007 - November 2008
Credit Suisse First Boston 1998 - 2003
Group One Trading May 1996 - August 1996
Individual Investor Group 1995 - 1995
Skills
Business Planning, Financial Modeling, Venture Capital, Financial Markets, Trading, Multimedia, Private Equity, Music Industry, Digital Media, Internet, Entertainment Industry, Leadership, Strategy, Due Diligence, Entrepreneurship, Mergers & Acquisitions, Business Development, Investments, Strategic Partnerships, Funding, Investment Banking, Portfolio Management, E-commerce, Capital Markets, Corporate Development, Equities, Financial Structuring, IPO, Equity Research, Start-ups, Finance, Corporate Finance, Executive Management, CRM, Financial Services, Capital Raising, Private Placements
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BS in Economics, Finance and Management
UCL 1997 — 1997
History, Philosophy
University of California, Los Angeles 2005 — 2006
Music Business, Songwriting
Marlboro High School 1990 — 1994
Intrepid Investment Bankers LLC May 2014 - Present
US Capital Partners September 2012 - April 2014
Pine Street Advisors December 2003 - September 2012
FBR February 2010 - October 2010
Not TV, Inc. August 2007 - November 2008
Credit Suisse First Boston 1998 - 2003
Group One Trading May 1996 - August 1996
Individual Investor Group 1995 - 1995
Skills
Business Planning, Financial Modeling, Venture Capital, Financial Markets, Trading, Multimedia, Private Equity, Music Industry, Digital Media, Internet, Entertainment Industry, Leadership, Strategy, Due Diligence, Entrepreneurship, Mergers & Acquisitions, Business Development, Investments, Strategic Partnerships, Funding, Investment Banking, Portfolio Management, E-commerce, Capital Markets, Corporate Development, Equities, Financial Structuring, IPO, Equity Research, Start-ups, Finance, Corporate Finance, Executive Management, CRM, Financial Services, Capital Raising, Private Placements
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BS in Economics, Finance and Management
UCL 1997 — 1997
History, Philosophy
University of California, Los Angeles 2005 — 2006
Music Business, Songwriting
Marlboro High School 1990 — 1994
Liz Pfau's Credit Suisse First Boston Experience July 1992 - July 1999
Job Manager, Digital Partnerships at Barnes & Noble
Industry Wireless
Experience
Barnes & Noble.com April 2010 - Present
AirClic June 2001 - March 2010
SNAZ Commerce Solutions 1999 - 2001
Credit Suisse First Boston July 1992 - July 1999
CSFB July 1992 - July 1999
CSFB 1992 - 1999
credit suisse 1992 - 1999
Of Course, Inc. 1991 - 1992
Brandon Systems Corporation 1989 - 1991
Skills
Product Management, Mobile Applications, SaaS, Project Management, Mobile Technology, Professional Services, Enterprise Software, Strategic Partnerships, Cloud Computing, Product Marketing, Leadership, Solution Selling, Lead Generation, CRM, Strategy, Sales Operations, Analytics, Business Development, Sales Process, Salesforce.com, Go-to-market Strategy, E-commerce, Mobile Devices, Business Intelligence, Cross-functional Team..., Vendor Management, Competitive Analysis, Start-ups
Education
University at Albany, SUNY 1984 — 1988
BA, Sociology, English
Barnes & Noble.com April 2010 - Present
AirClic June 2001 - March 2010
SNAZ Commerce Solutions 1999 - 2001
Credit Suisse First Boston July 1992 - July 1999
CSFB July 1992 - July 1999
CSFB 1992 - 1999
credit suisse 1992 - 1999
Of Course, Inc. 1991 - 1992
Brandon Systems Corporation 1989 - 1991
Skills
Product Management, Mobile Applications, SaaS, Project Management, Mobile Technology, Professional Services, Enterprise Software, Strategic Partnerships, Cloud Computing, Product Marketing, Leadership, Solution Selling, Lead Generation, CRM, Strategy, Sales Operations, Analytics, Business Development, Sales Process, Salesforce.com, Go-to-market Strategy, E-commerce, Mobile Devices, Business Intelligence, Cross-functional Team..., Vendor Management, Competitive Analysis, Start-ups
Education
University at Albany, SUNY 1984 — 1988
BA, Sociology, English
David Trainer's Credit Suisse First Boston Experience 1996 - 2000
Job CEO of New Constructs financial footnotes technology to protect investors
Industry Investment Management
Experience
Novo Capital Management, LLC January 2008 - Present
Financial Accounting Standards Board (FASB) February 2013 - Present
New Constructs, LLC July 2002 - Present
Epoch Partners, LLC November 2000 - July 2001
Credit Suisse First Boston 1996 - 2000
Credit Suisse First Boston September 1996 - December 1998
Skills
Investments, Equities, Early Stage Companies, Valuation, Equity Research, Business Strategy, Financial Modeling, DCF Valuation, Economics, Corporate Finance, Asset Allocation, Business Valuation, Private Equity, Mergers & Acquisitions, Hedge Funds, Equity Valuation, DCF, Capital Markets, Financial Analysis, Analysis, ETFs, Venture Capital, Alternative Investments, Asset Management, Mutual Funds, Bloomberg, Investment Strategies, Investment Management, Securities, Investment Banking, Investor Relations, IPO, Fixed Income, Equity Trading, Portfolio Management, Private Placements, Financial Markets, Corporate Development, Bonds, Options, Financial Advisory, Finance, Management
Education
Trinity University 1990 — 1994
Bachelor of Science, International Business
Montgomery Bell Academy 1984 — 1990
Novo Capital Management, LLC January 2008 - Present
Financial Accounting Standards Board (FASB) February 2013 - Present
New Constructs, LLC July 2002 - Present
Epoch Partners, LLC November 2000 - July 2001
Credit Suisse First Boston 1996 - 2000
Credit Suisse First Boston September 1996 - December 1998
Skills
Investments, Equities, Early Stage Companies, Valuation, Equity Research, Business Strategy, Financial Modeling, DCF Valuation, Economics, Corporate Finance, Asset Allocation, Business Valuation, Private Equity, Mergers & Acquisitions, Hedge Funds, Equity Valuation, DCF, Capital Markets, Financial Analysis, Analysis, ETFs, Venture Capital, Alternative Investments, Asset Management, Mutual Funds, Bloomberg, Investment Strategies, Investment Management, Securities, Investment Banking, Investor Relations, IPO, Fixed Income, Equity Trading, Portfolio Management, Private Placements, Financial Markets, Corporate Development, Bonds, Options, Financial Advisory, Finance, Management
Education
Trinity University 1990 — 1994
Bachelor of Science, International Business
Montgomery Bell Academy 1984 — 1990
Mark Landis's Credit Suisse First Boston Experience September 1990 - June 2004
Job Managing Partner at Wavelength Capital Management
Industry Investment Management
Experience
Wavelength Capital Management January 2015 - Present
Societe Generale March 2011 - November 2014
Societe Generale March 2011 - November 2014
Touradji Capital Management, LP January 2008 - January 2010
RBS Greenwich Capital June 2004 - December 2007
Credit Suisse First Boston September 1990 - June 2004
Skills
Derivatives, Securities, Research, Hedge Funds, Emerging Markets, Fixed Income, Asset Management, Trading, Alternative Investments, Portfolio Management, Equities, Structured Products, Capital Markets, Bloomberg, Investment Banking, Investments, Interest Rate..., Equity Derivatives, Investment Strategies, Financial Markets, Market Risk, Valuation, Asset Allocation, Prime Brokerage, Auto Racing, Credit Derivatives, Hedging, Structured Finance, Proprietary Trading, Swaps, Financial Structuring, Private Equity, Options, Risk Management, Trading Systems, Bonds, Commodity, FX Options, Series 7, Electronic Trading
Education
Union College 1980 — 1983
Bachelor's Degree, Computer Science
Wavelength Capital Management January 2015 - Present
Societe Generale March 2011 - November 2014
Societe Generale March 2011 - November 2014
Touradji Capital Management, LP January 2008 - January 2010
RBS Greenwich Capital June 2004 - December 2007
Credit Suisse First Boston September 1990 - June 2004
Skills
Derivatives, Securities, Research, Hedge Funds, Emerging Markets, Fixed Income, Asset Management, Trading, Alternative Investments, Portfolio Management, Equities, Structured Products, Capital Markets, Bloomberg, Investment Banking, Investments, Interest Rate..., Equity Derivatives, Investment Strategies, Financial Markets, Market Risk, Valuation, Asset Allocation, Prime Brokerage, Auto Racing, Credit Derivatives, Hedging, Structured Finance, Proprietary Trading, Swaps, Financial Structuring, Private Equity, Options, Risk Management, Trading Systems, Bonds, Commodity, FX Options, Series 7, Electronic Trading
Education
Union College 1980 — 1983
Bachelor's Degree, Computer Science
Kevin Galligan's Credit Suisse First Boston Experience September 2000 - July 2002
Job Former Head of North American Public Sector Debt Capital Markets
Industry Investment Banking
Experience
www.CentralBanks.com June 2015 - Present
HSBC Securities (USA) Inc. 2010 - 2015
HSBC 2005 - 2010
HSBC Securities (USA) Inc. 2002 - 2005
Barclays Capital July 2002 - December 2002
Credit Suisse First Boston September 2000 - July 2002
US Army May 1999 - October 2000
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Structured Products, Hedge Funds, Bonds, Financial Modeling, Equities, Bloomberg, Structured Finance, Finance, Portfolio Management, Series 7, Alternative Investments, Emerging Markets, Financial Markets
Education
United States Military Academy at West Point 1995 — 1999
Bachelor's Degree, International Relations
Fairhope High School
Myers Park High School
International Baccalaureate
www.CentralBanks.com June 2015 - Present
HSBC Securities (USA) Inc. 2010 - 2015
HSBC 2005 - 2010
HSBC Securities (USA) Inc. 2002 - 2005
Barclays Capital July 2002 - December 2002
Credit Suisse First Boston September 2000 - July 2002
US Army May 1999 - October 2000
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Structured Products, Hedge Funds, Bonds, Financial Modeling, Equities, Bloomberg, Structured Finance, Finance, Portfolio Management, Series 7, Alternative Investments, Emerging Markets, Financial Markets
Education
United States Military Academy at West Point 1995 — 1999
Bachelor's Degree, International Relations
Fairhope High School
Myers Park High School
International Baccalaureate
Jonas Englund's Credit Suisse First Boston Experience 1999 - 2001
Job Capital Market Sales at SEB Enskilda
Industry Capital Markets
Experience
SEB June 2011 - Present
Swedbank First Securities December 2008 - May 2011
Kaupthing October 2004 - October 2008
Cicero 2002 - 2004
Credit Suisse First Boston 1999 - 2001
SEB 1995 - 1999
Skills
Valuation, Banking, Strategy, Trading, Equities, Securities, Capital Markets, Corporate Finance, Equity Research, Electronic Trading, Portfolio Management, Financial Markets, Investment Banking, Hedge Funds, Financial Analysis, Equity Trading, Financial Modeling, Trading Systems, Asset Allocation, Economics, Venture Capital, Wealth Management, Emerging Markets, Fixed Income, Financial Services, Investment Management, Derivatives, FX Options, Investor Relations, Bonds, Asset Management
Education
University of Gothenburg 1991 — 1996
SEB June 2011 - Present
Swedbank First Securities December 2008 - May 2011
Kaupthing October 2004 - October 2008
Cicero 2002 - 2004
Credit Suisse First Boston 1999 - 2001
SEB 1995 - 1999
Skills
Valuation, Banking, Strategy, Trading, Equities, Securities, Capital Markets, Corporate Finance, Equity Research, Electronic Trading, Portfolio Management, Financial Markets, Investment Banking, Hedge Funds, Financial Analysis, Equity Trading, Financial Modeling, Trading Systems, Asset Allocation, Economics, Venture Capital, Wealth Management, Emerging Markets, Fixed Income, Financial Services, Investment Management, Derivatives, FX Options, Investor Relations, Bonds, Asset Management
Education
University of Gothenburg 1991 — 1996
Dana M. Jacobs, CFA's Credit Suisse First Boston Experience 2000 - 2005
Job Executive Director Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management June 2015 - Present
Barclays Wealth & Investment Management, Americas 2010 - June 2015
HSBC April 2005 - May 2010
Credit Suisse First Boston 2000 - 2005
Donaldson, Lufkin & Jenrette April 1995 - February 2000
Education
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
University of California, Santa Barbara
Morgan Stanley Private Wealth Management June 2015 - Present
Barclays Wealth & Investment Management, Americas 2010 - June 2015
HSBC April 2005 - May 2010
Credit Suisse First Boston 2000 - 2005
Donaldson, Lufkin & Jenrette April 1995 - February 2000
Education
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
University of California, Santa Barbara
Arthur D'Arcy's Credit Suisse First Boston Experience 1997 - 1999
Job CIO at ICAP
Industry Financial Services
Experience
ICAP 2010 - Present
ICAP 2003 - Present
Brokertec 1999 - 2003
Credit Suisse First Boston 1997 - 1999
TCAM 1986 - 1997
Logica 1979 - 1986
Skills
Trading Systems, Electronic Trading, Market Data, Fixed Income, Low Latency, Financial Markets, Derivatives, IT Management, Equities, Equity Derivatives, Trading, Equity Trading, Financial Services, FX Options, Options, Credit Derivatives, Exchange Connectivity, Settlement, Capital Markets, Trading System, Order Management, Trading Strategies, Middle Office, Commodity, Quantitative Finance, IT Strategy, Investment Banking, Business Analysis, Interest Rate..., Prime Brokerage, Back Office, Hedge Funds, Swaps, Bonds, Bloomberg, Structured Products, FX trading
Education
University of Cambridge 1976 — 1979
MA, Mathematics
ICAP 2010 - Present
ICAP 2003 - Present
Brokertec 1999 - 2003
Credit Suisse First Boston 1997 - 1999
TCAM 1986 - 1997
Logica 1979 - 1986
Skills
Trading Systems, Electronic Trading, Market Data, Fixed Income, Low Latency, Financial Markets, Derivatives, IT Management, Equities, Equity Derivatives, Trading, Equity Trading, Financial Services, FX Options, Options, Credit Derivatives, Exchange Connectivity, Settlement, Capital Markets, Trading System, Order Management, Trading Strategies, Middle Office, Commodity, Quantitative Finance, IT Strategy, Investment Banking, Business Analysis, Interest Rate..., Prime Brokerage, Back Office, Hedge Funds, Swaps, Bonds, Bloomberg, Structured Products, FX trading
Education
University of Cambridge 1976 — 1979
MA, Mathematics
Dan Romanoff's Credit Suisse First Boston Experience 2003 - 2005
Job Principal, Equity Research Analyst
Industry Investment Management
Experience
Geneva Investment Management September 2008 - Present
Gofen and Glossberg 2005 - September 2008
Credit Suisse First Boston 2003 - 2005
UBS 2000 - 2003
Deloitte & Touche 1997 - 2000
Coopers & Lybrand 1994 - 1995
Skills
Investment Management, Buy Side, Equities, Investments, Stocks, Sell Side, Technology, Business Valuation, CPA, Equity Valuation, Capital Markets, Bloomberg, Buy-side, Mutual Funds, Valuation, Equity Research, Portfolio Management, Fixed Income, Financial Modeling, Alternative Investments, Investment Strategies
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1997
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS, Accounting
Geneva Investment Management September 2008 - Present
Gofen and Glossberg 2005 - September 2008
Credit Suisse First Boston 2003 - 2005
UBS 2000 - 2003
Deloitte & Touche 1997 - 2000
Coopers & Lybrand 1994 - 1995
Skills
Investment Management, Buy Side, Equities, Investments, Stocks, Sell Side, Technology, Business Valuation, CPA, Equity Valuation, Capital Markets, Bloomberg, Buy-side, Mutual Funds, Valuation, Equity Research, Portfolio Management, Fixed Income, Financial Modeling, Alternative Investments, Investment Strategies
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1997
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS, Accounting
Rangaswamy Subramanium's Credit Suisse First Boston Experience 2001 - 2005
Job Vice President at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2011 - Present
Bank of America Merrill Lynch January 2009 - June 2011
Merrill Lynch June 2007 - December 2008
Headstrong Inc June 2005 - June 2007
Credit Suisse First Boston 2001 - 2005
Satyam 2000 - 2005
Cognizant Technology Solutions 1999 - 2000
Skills
Business Analysis, Data Warehousing, SDLC, Project Management, Prime Brokerage
Education
University of Madras 1993 — 1997
Bachelor Of Engineering, Computer Science
Jawahar Higher Secondary School 1986 — 1993
Deutsche Bank July 2011 - Present
Bank of America Merrill Lynch January 2009 - June 2011
Merrill Lynch June 2007 - December 2008
Headstrong Inc June 2005 - June 2007
Credit Suisse First Boston 2001 - 2005
Satyam 2000 - 2005
Cognizant Technology Solutions 1999 - 2000
Skills
Business Analysis, Data Warehousing, SDLC, Project Management, Prime Brokerage
Education
University of Madras 1993 — 1997
Bachelor Of Engineering, Computer Science
Jawahar Higher Secondary School 1986 — 1993
Sabu Syed's Credit Suisse First Boston Experience 1997 - 1999
Job . at Dell Inc
Industry Computer Software
Experience
Dell Inc December 2000 - Present
IBM Tivoli Software February 1999 - November 2000
Credit Suisse First Boston 1997 - 1999
Habib Bank AG Zurich 1994 - 1997
Skills
Enterprise Architecture, SOA, Cloud Computing, Solution Architecture, EAI, Agile Methodologies, Integration, Virtualization, SaaS, Enterprise Software, IT Strategy, Architecture, Middleware
Education
University of Calicut 1988 — 1992
Bachelor of Technology, Computer Science & Engineering
Dell Inc December 2000 - Present
IBM Tivoli Software February 1999 - November 2000
Credit Suisse First Boston 1997 - 1999
Habib Bank AG Zurich 1994 - 1997
Skills
Enterprise Architecture, SOA, Cloud Computing, Solution Architecture, EAI, Agile Methodologies, Integration, Virtualization, SaaS, Enterprise Software, IT Strategy, Architecture, Middleware
Education
University of Calicut 1988 — 1992
Bachelor of Technology, Computer Science & Engineering
Susannah Carrier's Credit Suisse First Boston Experience 2000 - 2005
Job Managing Director, Marketing & IR at Silver Lake
Industry Investment Management
Experience
Silver Lake 2006 - Present
Credit Suisse First Boston 2000 - 2005
Bankers Trust 1992 - 1995
Skills
Private Equity, Venture Capital, Hedge Funds, Investor Relations, Emerging Markets, Investment Banking, Investments, Alternative Investments, Asset Management, Capital Markets, Equities, Mergers & Acquisitions, Due Diligence, Start-ups, Strategy, Strategic Partnerships, Business Strategy, Product Management, Portfolio Management, Entrepreneurship
Education
University of California, Berkeley 1997 — 1999
MBA
Wellesley College 1988 — 1992
Bachelor of Arts (BA)
Silver Lake 2006 - Present
Credit Suisse First Boston 2000 - 2005
Bankers Trust 1992 - 1995
Skills
Private Equity, Venture Capital, Hedge Funds, Investor Relations, Emerging Markets, Investment Banking, Investments, Alternative Investments, Asset Management, Capital Markets, Equities, Mergers & Acquisitions, Due Diligence, Start-ups, Strategy, Strategic Partnerships, Business Strategy, Product Management, Portfolio Management, Entrepreneurship
Education
University of California, Berkeley 1997 — 1999
MBA
Wellesley College 1988 — 1992
Bachelor of Arts (BA)
Scott Katzmann's Credit Suisse First Boston Experience September 1982 - March 1993
Job Managing Director at Opus Point & Co.
Industry Banking
Experience
Opus Point & Co. March 2011 - Present
Paramount BioCapital March 1993 - April 2011
Credit Suisse First Boston September 1982 - March 1993
Education
University of Pennsylvania - The Wharton School 1977 — 1979
Tulane University 1973 — 1977
B.A., Economics
Opus Point & Co. March 2011 - Present
Paramount BioCapital March 1993 - April 2011
Credit Suisse First Boston September 1982 - March 1993
Education
University of Pennsylvania - The Wharton School 1977 — 1979
Tulane University 1973 — 1977
B.A., Economics
Lorelle Minninger's Credit Suisse First Boston Experience 1994 - 1997
Job Director, Compliance, BNP Paribas
Industry Financial Services
Experience
BNP Paribas April 2007 - Present
Morgan Stanley March 1997 - March 2007
Credit Suisse First Boston 1994 - 1997
Education
University of California, Davis 1986 — 1991
BA, Sociology -- Law & Society
BNP Paribas April 2007 - Present
Morgan Stanley March 1997 - March 2007
Credit Suisse First Boston 1994 - 1997
Education
University of California, Davis 1986 — 1991
BA, Sociology -- Law & Society
Matthew Emrich's Credit Suisse First Boston Experience 2002 - 2005
Job VP Internal Audit at Barclays
Industry Information Technology and Services
Experience
Barclays January 2014 - Present
Ernst & Young LLP May 2005 - December 2013
Credit Suisse First Boston 2002 - 2005
Skills
IT Audit, Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, CISA, COBIT
Education
University at Albany 1996 — 2000
Barclays January 2014 - Present
Ernst & Young LLP May 2005 - December 2013
Credit Suisse First Boston 2002 - 2005
Skills
IT Audit, Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, CISA, COBIT
Education
University at Albany 1996 — 2000
Noaman Sharief's Credit Suisse First Boston Experience 2005 - 2005
Job Fixed Income Portfolio Manager
Industry Financial Services
Experience
Dana Investment Advisors June 2008 - Present
Sovereign Advisers January 2006 - December 2007
Credit Suisse First Boston 2005 - 2005
Skills
Investments, Fixed Income Analysis, Fixed Income Portfolio..., Trading, Graphic Design, Web Design, Presentations, Coaching, Teaching, Volunteer Training, Non-profit Boards, Value Creation, Business Networking, Marketing Strategy, Portfolio Management, Fixed Income, Valuation, Bonds, Asset Allocation, Financial Analysis, Bloomberg, Investment Strategies, Equities, Asset Management, Wealth Management, Alternative Investments, Equity Valuation, Series 7, Separately Managed..., Investment Management, ETFs, Capital Markets, Bloomberg Terminal, Hedge Funds, Series 63, Securities, Hedging, MBS, Proprietary Trading, Structured Products, Investment Advisory, Trading Strategies
Education
Siva Sivani Public School
University of Illinois at Urbana-Champaign
BS
University of Wisconsin-Milwaukee - Lubar School of Business
MBA
Dana Investment Advisors June 2008 - Present
Sovereign Advisers January 2006 - December 2007
Credit Suisse First Boston 2005 - 2005
Skills
Investments, Fixed Income Analysis, Fixed Income Portfolio..., Trading, Graphic Design, Web Design, Presentations, Coaching, Teaching, Volunteer Training, Non-profit Boards, Value Creation, Business Networking, Marketing Strategy, Portfolio Management, Fixed Income, Valuation, Bonds, Asset Allocation, Financial Analysis, Bloomberg, Investment Strategies, Equities, Asset Management, Wealth Management, Alternative Investments, Equity Valuation, Series 7, Separately Managed..., Investment Management, ETFs, Capital Markets, Bloomberg Terminal, Hedge Funds, Series 63, Securities, Hedging, MBS, Proprietary Trading, Structured Products, Investment Advisory, Trading Strategies
Education
Siva Sivani Public School
University of Illinois at Urbana-Champaign
BS
University of Wisconsin-Milwaukee - Lubar School of Business
MBA
Steve Bishop's Credit Suisse First Boston Experience December 2000 - March 2004
Job Executive Vice President and Chief Financial Officer, Mountaineer Keystone LLC
Industry Oil & Energy
Experience
Mountaineer Keystone LLC July 2011 - Present
Deutsche Bank May 2004 - June 2011
Credit Suisse First Boston December 2000 - March 2004
Donaldson, Lufkin & Jenrette July 2000 - December 2000
Skills
Leveraged Finance, Investment Banking, Corporate Finance, Restructuring, Corporate Development
Education
UCLA Anderson School of Management 1998 — 2000
MBA, Finance
United States Naval Academy 1989 — 1993
BS, Political Science
Greensburg Central Catholic 1985 — 1989
Mountaineer Keystone LLC July 2011 - Present
Deutsche Bank May 2004 - June 2011
Credit Suisse First Boston December 2000 - March 2004
Donaldson, Lufkin & Jenrette July 2000 - December 2000
Skills
Leveraged Finance, Investment Banking, Corporate Finance, Restructuring, Corporate Development
Education
UCLA Anderson School of Management 1998 — 2000
MBA, Finance
United States Naval Academy 1989 — 1993
BS, Political Science
Greensburg Central Catholic 1985 — 1989
Brad Steinberg's Credit Suisse First Boston Experience 2005 - 2006
Job CoPresident
Industry Retail
Experience
PWS - The Laundry Company August 2007 - Present
Credit Suisse 2006 - 2007
Credit Suisse First Boston 2005 - 2006
Skills
Investments, Financial Modeling, Valuation, Corporate Finance, Financial Planning, Strategic Financial..., Financial Analysis, Private Equity, Contract Negotiation, Mergers & Acquisitions, Due Diligence, Investment Banking, Business Valuation, Venture Capital, Asset Management, Finance, Strategic Planning, Marketing Strategy
Education
Tulane University 2002 — 2006
Bachelor in Management, Finance
Tulane University - A.B. Freeman School of Business 2002 — 2006
PWS - The Laundry Company August 2007 - Present
Credit Suisse 2006 - 2007
Credit Suisse First Boston 2005 - 2006
Skills
Investments, Financial Modeling, Valuation, Corporate Finance, Financial Planning, Strategic Financial..., Financial Analysis, Private Equity, Contract Negotiation, Mergers & Acquisitions, Due Diligence, Investment Banking, Business Valuation, Venture Capital, Asset Management, Finance, Strategic Planning, Marketing Strategy
Education
Tulane University 2002 — 2006
Bachelor in Management, Finance
Tulane University - A.B. Freeman School of Business 2002 — 2006
Annabel Champlin's Credit Suisse First Boston Experience September 1997 - May 2004
Job Owner, Annabel Champlin Designs
Industry Design
Experience
Ameriprise Financial May 2010 - Present
Annabel Champlin Designs February 2005 - Present
Credit Suisse First Boston September 1997 - May 2004
Skills
Strategic Planning, Asset Managment, Investments, Marketing, Asset Management, Social Media, Program Management, Event Planning, Microsoft Excel, Fixed Income, Customer Service, Equities, Microsoft Office
Education
Union College 1993 — 1997
Ameriprise Financial May 2010 - Present
Annabel Champlin Designs February 2005 - Present
Credit Suisse First Boston September 1997 - May 2004
Skills
Strategic Planning, Asset Managment, Investments, Marketing, Asset Management, Social Media, Program Management, Event Planning, Microsoft Excel, Fixed Income, Customer Service, Equities, Microsoft Office
Education
Union College 1993 — 1997
Scott Kartinen's Credit Suisse First Boston Experience April 2000 - July 2000
Job Global Head of Algorithms at Liquidnet
Industry Financial Services
Experience
Liquidnet November 2014 - Present
UBS August 2011 - October 2014
ITG, Inc. July 2000 - August 2011
Credit Suisse First Boston April 2000 - July 2000
Lafayette Capital Management, LLC June 1998 - April 2000
Barra June 1996 - June 1998
Skills
Trading, Series 7, Trading Systems, Hedge Funds, Portfolio Management, Equity Trading, Portfolio Optimization, Equities, Alternative Investments, Agile Methodologies, Quantitative Analytics, Market Data, Investments, Electronic Trading, Fixed Income, Risk Management, Quantitative Finance, Business Analysis, Valuation, Securities, Equity Derivatives, Ballroom Dance, Mutual Funds, Cat Herding, Trading System, Juggling, Capital Markets, Financial Markets, Program Trading, ETFs, Derivatives, Series 24, Series 63, Low Latency, FINRA, Proprietary Trading, Asset Management, Commodity, Exchange Connectivity, Investment Banking, Buy-side, Market Structure
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1996
Master of Business Administration, Finance
Webb Institute 1990 — 1994
Dual Bachelor of Science, Naval Architecture & Marine Engineering
Liquidnet November 2014 - Present
UBS August 2011 - October 2014
ITG, Inc. July 2000 - August 2011
Credit Suisse First Boston April 2000 - July 2000
Lafayette Capital Management, LLC June 1998 - April 2000
Barra June 1996 - June 1998
Skills
Trading, Series 7, Trading Systems, Hedge Funds, Portfolio Management, Equity Trading, Portfolio Optimization, Equities, Alternative Investments, Agile Methodologies, Quantitative Analytics, Market Data, Investments, Electronic Trading, Fixed Income, Risk Management, Quantitative Finance, Business Analysis, Valuation, Securities, Equity Derivatives, Ballroom Dance, Mutual Funds, Cat Herding, Trading System, Juggling, Capital Markets, Financial Markets, Program Trading, ETFs, Derivatives, Series 24, Series 63, Low Latency, FINRA, Proprietary Trading, Asset Management, Commodity, Exchange Connectivity, Investment Banking, Buy-side, Market Structure
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1996
Master of Business Administration, Finance
Webb Institute 1990 — 1994
Dual Bachelor of Science, Naval Architecture & Marine Engineering
Ellen Chan's Credit Suisse First Boston Experience October 2003 - December 2005
Job Deloitte LLP
Industry Human Resources
Experience
Deloitte October 2006 - Present
Credit Suisse First Boston October 2003 - December 2005
Fidelity Investments October 2000 - October 2003
UC Davis 1993 - 2000
Skills
Event Planning, Talent Management, Onboarding, Human Resources, Social Media, Outlook, Microsoft Office, Microsoft Excel, Recruiting
Education
University of California, Davis 1991 — 1996
Deloitte October 2006 - Present
Credit Suisse First Boston October 2003 - December 2005
Fidelity Investments October 2000 - October 2003
UC Davis 1993 - 2000
Skills
Event Planning, Talent Management, Onboarding, Human Resources, Social Media, Outlook, Microsoft Office, Microsoft Excel, Recruiting
Education
University of California, Davis 1991 — 1996
Bala Namasivayam's Credit Suisse First Boston Experience 2000 - 2002
Job VP at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon March 2014 - Present
HSBC August 2006 - March 2014
Barclays Capital 2003 - 2006
Credit Suisse First Boston 2000 - 2002
Skills
Trading Systems, Derivatives, SDLC, Software Project..., Electronic Trading, Market Risk, Fixed Income, Low Latency, Risk Management, Investment Banking, Business Analysis, Prime Brokerage, Back Office, Interest Rate..., Bloomberg, Capital Markets, Market Data, Portfolio Management
Education
University of Madras 1985 — 1989
Bachelor of Engineering (B.E.), Computer Science
BNY Mellon March 2014 - Present
HSBC August 2006 - March 2014
Barclays Capital 2003 - 2006
Credit Suisse First Boston 2000 - 2002
Skills
Trading Systems, Derivatives, SDLC, Software Project..., Electronic Trading, Market Risk, Fixed Income, Low Latency, Risk Management, Investment Banking, Business Analysis, Prime Brokerage, Back Office, Interest Rate..., Bloomberg, Capital Markets, Market Data, Portfolio Management
Education
University of Madras 1985 — 1989
Bachelor of Engineering (B.E.), Computer Science
Robert McKinnon's Credit Suisse First Boston Experience 1997 - 1999
Job Segment Director Financial Services at SiriusDecisions
Industry Marketing and Advertising
Experience
SiriusDecisions February 2015 - Present
Asas Capital January 2010 - February 2015
Al Mal Capital May 2007 - January 2010
Naeem Holding Company for Investments, S.A.E May 2005 - May 2007
Silver Birch Capital Management 2001 - 2005
Salomon Smith Barney 2000 - 2001
Credit Suisse First Boston 1997 - 1999
MRC Consultancy 1996 - 1997
Skills
Investment Banking, Equity Research, Equities, Private Equity, Corporate Finance, Capital Markets, Asset Managment, Investments, Valuation, Emerging Markets, Financial Modeling, Portfolio Management, Financial Markets, Alternative Investments, Mergers & Acquisitions, Asset Management, Financial Structuring, Fixed Income
Education
Thunderbird School of Global Management 1995 — 1996
Master of International Management
University of Richmond 1990 — 1994
Bachelor's degree, Economics/ International Studies
SiriusDecisions February 2015 - Present
Asas Capital January 2010 - February 2015
Al Mal Capital May 2007 - January 2010
Naeem Holding Company for Investments, S.A.E May 2005 - May 2007
Silver Birch Capital Management 2001 - 2005
Salomon Smith Barney 2000 - 2001
Credit Suisse First Boston 1997 - 1999
MRC Consultancy 1996 - 1997
Skills
Investment Banking, Equity Research, Equities, Private Equity, Corporate Finance, Capital Markets, Asset Managment, Investments, Valuation, Emerging Markets, Financial Modeling, Portfolio Management, Financial Markets, Alternative Investments, Mergers & Acquisitions, Asset Management, Financial Structuring, Fixed Income
Education
Thunderbird School of Global Management 1995 — 1996
Master of International Management
University of Richmond 1990 — 1994
Bachelor's degree, Economics/ International Studies
Gaelle Vialle's Credit Suisse First Boston Experience July 2000 - July 2001
Job Director, Strategy & Development
Industry Entertainment
Experience
Pandora April 2015 - Present
Microsoft November 2010 - June 2013
Microsoft September 2009 - December 2010
Microsoft June 2008 - November 2009
Microsoft 2007 - June 2008
Microsoft 2005 - 2007
MicrosoftRedmond, WA 2002 - 2005
Credit Suisse First Boston July 2000 - July 2001
Skills
Product Management, Mobile Devices, Product Planning, Partner Management, Strategic Partnerships, Strategy, Business Development, Product Marketing, Go-to-market Strategy, SaaS, Business Alliances, Video Games, Enterprise Software, Channel Partners, Multi-channel Marketing, Cloud Computing, Management, Competitive Analysis
Education
Université Panthéon Assas (Paris II) 1996 — 1999
Maitrise de droit privé, Law, Juris Doctor (JD)
University Jussieu 1991 — 1994
Master Degree, Mathematics & Economics, Master's degree
Lycée Louis le Grand 1988 — 1991
Math Sup - Math Spe, Mathematics, Physics
Pandora April 2015 - Present
Microsoft November 2010 - June 2013
Microsoft September 2009 - December 2010
Microsoft June 2008 - November 2009
Microsoft 2007 - June 2008
Microsoft 2005 - 2007
MicrosoftRedmond, WA 2002 - 2005
Credit Suisse First Boston July 2000 - July 2001
Skills
Product Management, Mobile Devices, Product Planning, Partner Management, Strategic Partnerships, Strategy, Business Development, Product Marketing, Go-to-market Strategy, SaaS, Business Alliances, Video Games, Enterprise Software, Channel Partners, Multi-channel Marketing, Cloud Computing, Management, Competitive Analysis
Education
Université Panthéon Assas (Paris II) 1996 — 1999
Maitrise de droit privé, Law, Juris Doctor (JD)
University Jussieu 1991 — 1994
Master Degree, Mathematics & Economics, Master's degree
Lycée Louis le Grand 1988 — 1991
Math Sup - Math Spe, Mathematics, Physics
Cami Hayduk's Credit Suisse First Boston Experience 1995 - 1999
Job Instructor at The Bar Method
Industry Health, Wellness and Fitness
Experience
The Bar Method August 2012 - Present
Liz Claiborne, Inc. 1999 - 2006
Credit Suisse First Boston 1995 - 1999
Education
The University of Texas at Austin 1991 — 1995
Bachelor of Business Administration, Finance
The Bar Method August 2012 - Present
Liz Claiborne, Inc. 1999 - 2006
Credit Suisse First Boston 1995 - 1999
Education
The University of Texas at Austin 1991 — 1995
Bachelor of Business Administration, Finance
Gillian Gilbert's Credit Suisse First Boston Experience 1999 - 2001
Job Vice President at Allegis Group Services
Industry Human Resources
Experience
Allegis Group Services November 2010 - Present
Macquarie Group 2009 - 2010
Macquarie Group 2007 - 2009
Royal Bank of Scotland 2006 - 2007
Royal Bank of Scotland 2003 - 2006
Royal Bank of Scotland 2001 - 2003
Credit Suisse First Boston 1999 - 2001
Lehman Brothers 1996 - 1998
Skills
Talent Management, Talent Acquisition, Employee Engagement, Recruiting, Staffing Services, Human Capital
Education
University of Leeds 1985 — 1988
B.A. Linguistics & Phonetics
Allegis Group Services November 2010 - Present
Macquarie Group 2009 - 2010
Macquarie Group 2007 - 2009
Royal Bank of Scotland 2006 - 2007
Royal Bank of Scotland 2003 - 2006
Royal Bank of Scotland 2001 - 2003
Credit Suisse First Boston 1999 - 2001
Lehman Brothers 1996 - 1998
Skills
Talent Management, Talent Acquisition, Employee Engagement, Recruiting, Staffing Services, Human Capital
Education
University of Leeds 1985 — 1988
B.A. Linguistics & Phonetics
Raymond Chan, CFA's Credit Suisse First Boston Experience 2001 - 2003
Job Principal, Private Equity and Credit Investments
Industry Venture Capital & Private Equity
Experience
Citigroup Global Markets 2006 - 2008
Bank of America Merrill Lynch 2004 - 2006
Credit Suisse First Boston 2001 - 2003
Goldman Sachs 2000 - 2001
Skills
Fixed Income, Securitization, Private Equity, Investments, ABS, Capital, Divestitures, Investment Banking, Capital Markets, Valuation, Venture Capital, Financial Structuring, Financial Modeling, Financial Services, Portfolio Management, Equities, Structured Finance, Due Diligence, Credit, Start-ups, Loans
Education
New York University - Leonard N. Stern School of Business
MBA
University of California, Berkeley
Citigroup Global Markets 2006 - 2008
Bank of America Merrill Lynch 2004 - 2006
Credit Suisse First Boston 2001 - 2003
Goldman Sachs 2000 - 2001
Skills
Fixed Income, Securitization, Private Equity, Investments, ABS, Capital, Divestitures, Investment Banking, Capital Markets, Valuation, Venture Capital, Financial Structuring, Financial Modeling, Financial Services, Portfolio Management, Equities, Structured Finance, Due Diligence, Credit, Start-ups, Loans
Education
New York University - Leonard N. Stern School of Business
MBA
University of California, Berkeley
Patrick Haskell's Credit Suisse First Boston Experience 1994 - 2005
Job Managing Director at Morgan Stanley
Industry Renewables & Environment
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley September 2009 - July 2013
Ecosphere Technologies June 2008 - September 2009
HSBC March 2005 - December 2006
HSBC Americas 2005 - 2006
Credit Suisse June 1994 - March 2005
CSFB 1994 - 2005
Credit Suisse First Boston 1994 - 2005
Skills
Trading, Derivatives, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Banking, Private Equity, Bloomberg, Bonds, Electronic Trading, Structured Products, Alternative Investments
Education
Union College 1990 — 1994
BA, Economics
Morgan Stanley July 2013 - Present
Morgan Stanley September 2009 - July 2013
Ecosphere Technologies June 2008 - September 2009
HSBC March 2005 - December 2006
HSBC Americas 2005 - 2006
Credit Suisse June 1994 - March 2005
CSFB 1994 - 2005
Credit Suisse First Boston 1994 - 2005
Skills
Trading, Derivatives, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Banking, Private Equity, Bloomberg, Bonds, Electronic Trading, Structured Products, Alternative Investments
Education
Union College 1990 — 1994
BA, Economics
Wai Chui's Credit Suisse First Boston Experience April 2000 - June 2003
Job Business Analyst at Fortress Investment Group Liquid Markets
Industry Investment Banking
Experience
Fortress Investment Group May 2008 - Present
Robeco Investment Management May 2005 - April 2008
AIG April 2004 - May 2005
AIG Technologies December 2003 - April 2004
Andor Capital Management June 2003 - November 2003
Credit Suisse First Boston April 2000 - June 2003
Donaldson, Lufkin & Jenrette June 1998 - April 2000
Donaldson Lufkin Jenrette 1998 - 2000
Education
University at Buffalo 1993 — 1998
University at Buffalo
Fortress Investment Group May 2008 - Present
Robeco Investment Management May 2005 - April 2008
AIG April 2004 - May 2005
AIG Technologies December 2003 - April 2004
Andor Capital Management June 2003 - November 2003
Credit Suisse First Boston April 2000 - June 2003
Donaldson, Lufkin & Jenrette June 1998 - April 2000
Donaldson Lufkin Jenrette 1998 - 2000
Education
University at Buffalo 1993 — 1998
University at Buffalo
Greg Rispler's Credit Suisse First Boston Experience January 1986 - February 1999
Job Business Development Owner at Instinctive Edge LLC
Industry Marketing and Advertising
Experience
Instinctive Edge LLC January 2012 - Present
Independent Consultant November 2011 - Present
Practical Marketing January 2006 - November 2011
Watsco Corporation April 1999 - April 2005
Credit Suisse First Boston January 1986 - February 1999
Skills
Strategic Planning, Email Marketing, Outsourcing, New Business Development, Online Lead Generation, Online Advertising, Lead Generation, IT Management, SEM, Call Center Development, Contract Negotiation, ITIL, Project Management, Call Center, Business Development, Telemarketing, Direct Marketing, Customer Acquisition
Education
State University of New York at Albany 1980 — 1984
BS, Computer Scienc e
State University of New York at Albany 1980 — 1984
Bachelor of Science (BS), Computer Science
Instinctive Edge LLC January 2012 - Present
Independent Consultant November 2011 - Present
Practical Marketing January 2006 - November 2011
Watsco Corporation April 1999 - April 2005
Credit Suisse First Boston January 1986 - February 1999
Skills
Strategic Planning, Email Marketing, Outsourcing, New Business Development, Online Lead Generation, Online Advertising, Lead Generation, IT Management, SEM, Call Center Development, Contract Negotiation, ITIL, Project Management, Call Center, Business Development, Telemarketing, Direct Marketing, Customer Acquisition
Education
State University of New York at Albany 1980 — 1984
BS, Computer Scienc e
State University of New York at Albany 1980 — 1984
Bachelor of Science (BS), Computer Science
Houston Simmons's Credit Suisse First Boston Experience July 2006 - March 2007
Job Vice President Strategy at BOE Midstream, LLC
Industry Oil & Energy
Experience
BOE Midstream, LLC May 2014 - Present
Tudor, Pickering, Holt & Co. December 2012 - April 2014
Tudor, Pickering, Holt & Co. July 2009 - December 2012
Tudor, Pickering, Holt & Co. March 2007 - July 2009
Credit Suisse First Boston July 2006 - March 2007
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
BOE Midstream, LLC May 2014 - Present
Tudor, Pickering, Holt & Co. December 2012 - April 2014
Tudor, Pickering, Holt & Co. July 2009 - December 2012
Tudor, Pickering, Holt & Co. March 2007 - July 2009
Credit Suisse First Boston July 2006 - March 2007
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Sarah Buss's Credit Suisse First Boston Experience 2000 - 2004
Job Executive Search Consultant at Friedman Search Group
Industry Staffing and Recruiting
Experience
Friedman Search Group November 2006 - Present
ADP 2005 - 2007
Credit Suisse First Boston 2000 - 2004
Education
University of Dayton 1996 — 2000
BS, Elementary Education
Friedman Search Group November 2006 - Present
ADP 2005 - 2007
Credit Suisse First Boston 2000 - 2004
Education
University of Dayton 1996 — 2000
BS, Elementary Education
Jonathan Laba's Credit Suisse First Boston Experience 1990 - 1992
Job Assistant Public Defender at Contra Costa County Public Defender's Office
Industry Law Practice
Experience
Contra Costa County Public Defender's Office 1996 - Present
University of California, Berkeley - School of Law January 2011 - Present
Pacific Juvenile Defender Center 2004 - Present
Golden Gate University School of Law August 2007 - December 2012
Credit Suisse First Boston 1990 - 1992
Skills
Legal Research, Legal Writing, Litigation, Courts, Criminal Law, Public Speaking, Trials, Management
Education
University of California, Berkeley - School of Law 1993 — 1996
J.D., Law
Stanford Inter-University Center for Japanese Language Studies 1989 — 1990
Japanese language
University of Virginia 1985 — 1989
B.A., Political and Social Thought; Japanese
早稲田大学 1987 — 1988
Japanese language, politics, history
Contra Costa County Public Defender's Office 1996 - Present
University of California, Berkeley - School of Law January 2011 - Present
Pacific Juvenile Defender Center 2004 - Present
Golden Gate University School of Law August 2007 - December 2012
Credit Suisse First Boston 1990 - 1992
Skills
Legal Research, Legal Writing, Litigation, Courts, Criminal Law, Public Speaking, Trials, Management
Education
University of California, Berkeley - School of Law 1993 — 1996
J.D., Law
Stanford Inter-University Center for Japanese Language Studies 1989 — 1990
Japanese language
University of Virginia 1985 — 1989
B.A., Political and Social Thought; Japanese
早稲田大学 1987 — 1988
Japanese language, politics, history
Sherryn Reckin's Credit Suisse First Boston Experience April 2000 - May 2002
Job VP at CIT Syndicated Loan Group
Industry Financial Services
Experience
CIT August 2010 - Present
LM Isis Capital Management June 2007 - January 2008
Credit Suisse May 2002 - May 2007
Credit Suisse First Boston April 2000 - May 2002
Prudential Securities August 1998 - April 2000
Skills
Leveraged Finance, Financial Modeling, Credit Analysis, Fixed Income, Hedge Funds, High Yield, Credit Derivatives, Valuation, Equity Research, Bonds, Portfolio Management
Education
Union College 1996 — 1998
MBA, Business Administration
Union College 1993 — 1997
BS, Mechanical Engineering
CIT August 2010 - Present
LM Isis Capital Management June 2007 - January 2008
Credit Suisse May 2002 - May 2007
Credit Suisse First Boston April 2000 - May 2002
Prudential Securities August 1998 - April 2000
Skills
Leveraged Finance, Financial Modeling, Credit Analysis, Fixed Income, Hedge Funds, High Yield, Credit Derivatives, Valuation, Equity Research, Bonds, Portfolio Management
Education
Union College 1996 — 1998
MBA, Business Administration
Union College 1993 — 1997
BS, Mechanical Engineering
Elizabeth English's Credit Suisse First Boston Experience February 1999 - September 2001
Job Senior Software Developer at IKINDI Inc.
Industry Computer Software
Experience
iKindi Inc. April 2013 - Present
Goldman Sachs January 2011 - June 2011
Merrill Lynch July 2008 - June 2010
Bear Stearns January 2005 - January 2008
Merrill Lynch November 2002 - May 2004
Deustche Bank April 2002 - July 2002
Credit Suisse First Boston February 1999 - September 2001
Bear Stearns February 1997 - February 1999
Lehman Brothers May 1994 - February 1997
Hughes Aircraft Company December 1988 - April 1994
Skills
Fixed Income, Derivatives, FX trading, FX Options, Credit Derivatives, Market Data, Interest Rate..., Trading Systems, MBS, Equities, Portfolio Management, Equity Derivatives, Electronic Trading, Prime Brokerage, Foreign Exchange
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
M.B.A., Finance, International Business
University of Colorado Denver 1990 — 1993
M.S., Computer Science
University of Central Florida 1984 — 1988
BS, Computer Engineering
iKindi Inc. April 2013 - Present
Goldman Sachs January 2011 - June 2011
Merrill Lynch July 2008 - June 2010
Bear Stearns January 2005 - January 2008
Merrill Lynch November 2002 - May 2004
Deustche Bank April 2002 - July 2002
Credit Suisse First Boston February 1999 - September 2001
Bear Stearns February 1997 - February 1999
Lehman Brothers May 1994 - February 1997
Hughes Aircraft Company December 1988 - April 1994
Skills
Fixed Income, Derivatives, FX trading, FX Options, Credit Derivatives, Market Data, Interest Rate..., Trading Systems, MBS, Equities, Portfolio Management, Equity Derivatives, Electronic Trading, Prime Brokerage, Foreign Exchange
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
M.B.A., Finance, International Business
University of Colorado Denver 1990 — 1993
M.S., Computer Science
University of Central Florida 1984 — 1988
BS, Computer Engineering
Linda M. Houllahan's Credit Suisse First Boston Experience May 1994 - March 1996
Job Financial Professional
Industry Investment Management
Experience
ELLA Capital, LLC December 2007 - Present
The Bank of New York February 2006 - December 2007
Salomon Smith Barney March 2002 - February 2006
Donaldson, Lufkin & Jenrette December 1998 - March 2002
Lehman Brothers March 1996 - December 1998
Credit Suisse First Boston May 1994 - March 1996
Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Separately Managed..., Emerging Markets, Private Equity, Investments, Venture Capital, Structured Products, Fixed Income, Portfolio Management, Investment Strategies, Equities, Asset Management, Due Diligence, Investment Banking, Capital Markets, Derivatives
Education
Yale University - Yale School of Management 1992 — 1994
MBA, Finance
Trinity College-Hartford 1980 — 1984
BS, BIOCHEMISTRY
Yale University - Yale School of Management
Master of Business Administration (MBA), MPPM, Finance, General
ELLA Capital, LLC December 2007 - Present
The Bank of New York February 2006 - December 2007
Salomon Smith Barney March 2002 - February 2006
Donaldson, Lufkin & Jenrette December 1998 - March 2002
Lehman Brothers March 1996 - December 1998
Credit Suisse First Boston May 1994 - March 1996
Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Separately Managed..., Emerging Markets, Private Equity, Investments, Venture Capital, Structured Products, Fixed Income, Portfolio Management, Investment Strategies, Equities, Asset Management, Due Diligence, Investment Banking, Capital Markets, Derivatives
Education
Yale University - Yale School of Management 1992 — 1994
MBA, Finance
Trinity College-Hartford 1980 — 1984
BS, BIOCHEMISTRY
Yale University - Yale School of Management
Master of Business Administration (MBA), MPPM, Finance, General
Todd Katz's Credit Suisse First Boston Experience 1999 - 2000
Job Chief Financial Officer at Quest Integrity Group
Industry Oil & Energy
Experience
Quest Integrity Group 2008 - Present
Merrill Lynch & Co. 2005 - 2008
Conway, Del Genio, Gries & Co., LLC 2002 - 2005
Morgan Stanley & Co. 2000 - 2002
Credit Suisse First Boston 1999 - 2000
MSC Software Corporation 1995 - 1997
Skills
Financial Modeling, Due Diligence, Mergers, Financial Analysis, IPO, Business Acquisition, Accounting, Sarbanes Oxley, Financial Reporting, Financial Management, Corporate Finance, Financial Accounting, Financial Control, Financial Markets, Investment Banking, Divestitures, Mergers & Acquisitions, Managerial Finance, Financial Audits, Valuation, Sarbanes-Oxley, Private Equity, Restructuring, M&A experience, Financial Structuring, Private Placements, Corporate Development, Internal Controls, LBO, Asset Management, Capital Markets, Executive Management, Cash Management, Alternative Investments, Acquisition Integration, Strategy, Finance, Equities, Emerging Markets, Investments, Venture Capital, Treasury, Hedge Funds, Acquisitions, Leveraged Finance, Sarbanes-Oxley Act, Business Valuation, Cash Flow, Investor Relations, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of California, Los Angeles 1989 — 1994
B.A., Business Economics
Quest Integrity Group 2008 - Present
Merrill Lynch & Co. 2005 - 2008
Conway, Del Genio, Gries & Co., LLC 2002 - 2005
Morgan Stanley & Co. 2000 - 2002
Credit Suisse First Boston 1999 - 2000
MSC Software Corporation 1995 - 1997
Skills
Financial Modeling, Due Diligence, Mergers, Financial Analysis, IPO, Business Acquisition, Accounting, Sarbanes Oxley, Financial Reporting, Financial Management, Corporate Finance, Financial Accounting, Financial Control, Financial Markets, Investment Banking, Divestitures, Mergers & Acquisitions, Managerial Finance, Financial Audits, Valuation, Sarbanes-Oxley, Private Equity, Restructuring, M&A experience, Financial Structuring, Private Placements, Corporate Development, Internal Controls, LBO, Asset Management, Capital Markets, Executive Management, Cash Management, Alternative Investments, Acquisition Integration, Strategy, Finance, Equities, Emerging Markets, Investments, Venture Capital, Treasury, Hedge Funds, Acquisitions, Leveraged Finance, Sarbanes-Oxley Act, Business Valuation, Cash Flow, Investor Relations, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of California, Los Angeles 1989 — 1994
B.A., Business Economics
Thomas Warrack's Credit Suisse First Boston Experience 1985 - 1993
Job Managing Director at Standard & Poor's
Industry Financial Services
Experience
S&P 2010 - Present
Standard & Poor's 1993 - Present
Credit Suisse First Boston 1985 - 1993
Education
University at Albany, SUNY
BS, Finance & Economics
S&P 2010 - Present
Standard & Poor's 1993 - Present
Credit Suisse First Boston 1985 - 1993
Education
University at Albany, SUNY
BS, Finance & Economics
Dean Grinsfelder's Credit Suisse First Boston Experience August 1992 - August 1994
Job President, Highland Music Productions
Industry Entertainment
Experience
Highland Music Productions August 1994 - Present
Credit Suisse First Boston August 1992 - August 1994
Salomon Brothers Inc August 1986 - August 1992
Skills
Composition, Film, Commercials, Feature Films, Television, Documentaries, Film Scoring, Music, Music Supervision, Songwriting, Sound Design, Music Production, Music Industry, Recording, Orchestration, Pro Tools, Sound Editing, Editing, Original Music, Studio Recording, Music Licensing, Producing, Sound, Music Publishing, Audio Engineering, Audio Post Production, Musical Theatre, Orchestral Music, Keyboards, Mastering, Rock, Music Theory, Classical, Songs, Pianist
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Real Estate Finance
University of California, Berkeley 1978 — 1982
B.A., Music
The Branson School 1974 — 1978
High School
Highland Music Productions August 1994 - Present
Credit Suisse First Boston August 1992 - August 1994
Salomon Brothers Inc August 1986 - August 1992
Skills
Composition, Film, Commercials, Feature Films, Television, Documentaries, Film Scoring, Music, Music Supervision, Songwriting, Sound Design, Music Production, Music Industry, Recording, Orchestration, Pro Tools, Sound Editing, Editing, Original Music, Studio Recording, Music Licensing, Producing, Sound, Music Publishing, Audio Engineering, Audio Post Production, Musical Theatre, Orchestral Music, Keyboards, Mastering, Rock, Music Theory, Classical, Songs, Pianist
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Real Estate Finance
University of California, Berkeley 1978 — 1982
B.A., Music
The Branson School 1974 — 1978
High School
Marcel Peter's Credit Suisse First Boston Experience August 1998 - September 2001
Job Economic Advisor at Swiss National Bank
Industry International Affairs
Experience
Swiss National Bank August 2013 - Present
International Monetary Fund January 2010 - July 2013
Swiss National Bank October 2005 - January 2010
International Monetary Fund October 2003 - September 2005
Swiss National Bank January 2002 - September 2003
Credit Suisse First Boston August 1998 - September 2001
Skills
Economic Research, Macroeconomics, Econometrics, International Economics, Monetary Policy, Emerging Markets, Development Economics, Economic Policy, International Relations, International Finance, Policy Analysis, Economics, Monetary Economics
Education
The Graduate Institute of International and Development Studies, Geneva 1998 — 2005
Ph.D., International Economics
The Graduate Institute of International and Development Studies, Geneva 1995 — 1997
M.A., International Economics
University of Geneva 1991 — 1995
B.A., International Relations
Kantonsschule Sursee
Kantonsschule Sursee
Kantonsschule Sursee
Kantonsschule Sursee
Swiss National Bank August 2013 - Present
International Monetary Fund January 2010 - July 2013
Swiss National Bank October 2005 - January 2010
International Monetary Fund October 2003 - September 2005
Swiss National Bank January 2002 - September 2003
Credit Suisse First Boston August 1998 - September 2001
Skills
Economic Research, Macroeconomics, Econometrics, International Economics, Monetary Policy, Emerging Markets, Development Economics, Economic Policy, International Relations, International Finance, Policy Analysis, Economics, Monetary Economics
Education
The Graduate Institute of International and Development Studies, Geneva 1998 — 2005
Ph.D., International Economics
The Graduate Institute of International and Development Studies, Geneva 1995 — 1997
M.A., International Economics
University of Geneva 1991 — 1995
B.A., International Relations
Kantonsschule Sursee
Kantonsschule Sursee
Kantonsschule Sursee
Kantonsschule Sursee
Stephanie Potes's Credit Suisse First Boston Experience 1998 - 2003
Job Owner, Revenue Management Solutions of NY, Inc.
Industry Financial Services
Experience
Revenue Management Solutions of NY, Inc. 2008 - Present
The Winter Group 2003 - 2008
Credit Suisse First Boston 1998 - 2003
Education
University at Albany, SUNY 1992 — 1996
BA, Finance
Revenue Management Solutions of NY, Inc. 2008 - Present
The Winter Group 2003 - 2008
Credit Suisse First Boston 1998 - 2003
Education
University at Albany, SUNY 1992 — 1996
BA, Finance
Brian Korner's Credit Suisse First Boston Experience September 2004 - July 2005
Job SVP at Belcorso Jewelry Manufacturing
Industry Apparel & Fashion
Experience
Belcorso Jewelry Manufacturing April 2012 - Present
Vyapar Capital Market Partners April 2008 - January 2013
Munich American Capital Markets July 2005 - April 2008
Credit Suisse First Boston September 2004 - July 2005
Merrill Lynch Investment Managers March 2004 - September 2004
Merrill Lynch Investment Managers February 2001 - March 2004
Merrill Lynch July 1999 - February 2001
Skills
Derivatives, Capital Markets, Fixed Income, Options, Portfolio Management, Equities, Financial Risk, Asset Management, Financial Modeling, Investment Banking, Trading, Risk Management
Education
University at Albany, SUNY 1995 — 1999
BS, Finance, MIS
Belcorso Jewelry Manufacturing April 2012 - Present
Vyapar Capital Market Partners April 2008 - January 2013
Munich American Capital Markets July 2005 - April 2008
Credit Suisse First Boston September 2004 - July 2005
Merrill Lynch Investment Managers March 2004 - September 2004
Merrill Lynch Investment Managers February 2001 - March 2004
Merrill Lynch July 1999 - February 2001
Skills
Derivatives, Capital Markets, Fixed Income, Options, Portfolio Management, Equities, Financial Risk, Asset Management, Financial Modeling, Investment Banking, Trading, Risk Management
Education
University at Albany, SUNY 1995 — 1999
BS, Finance, MIS
Rich Fayko's Credit Suisse First Boston Experience June 2009 - Present
Job Lead Developer at Credit Suisse First Boston
Industry Computer Software
Experience
Credit Suisse First Boston June 2009 - Present
Wachovia / Wells Fargo 2007 - Present
Wachovia 2007 - Present
RaaD/S, inc February 1997 - Present
RaaD/S, Inc. February 1997 - Present
Venture Group 2013 - 2015
Wachovia, A Wells Fargo Company 2007 - 2009
Education
University of Florida 1979 — 1982
BSNE, Nuclear Engineering, Software Development
Credit Suisse First Boston June 2009 - Present
Wachovia / Wells Fargo 2007 - Present
Wachovia 2007 - Present
RaaD/S, inc February 1997 - Present
RaaD/S, Inc. February 1997 - Present
Venture Group 2013 - 2015
Wachovia, A Wells Fargo Company 2007 - 2009
Education
University of Florida 1979 — 1982
BSNE, Nuclear Engineering, Software Development
Pedro Placencia's Credit Suisse First Boston Experience July 2010 - Present
Job CTS Locus IT Operations
Industry Computer Networking
Experience
Credit Suisse First Boston July 2010 - Present
Barclays September 2008 - July 2010
Lehman Brothers 2001 - 2008
Skills
Trading Systems, Equities, Electronic Trading, Capital Markets, Derivatives, Market Data, Equity Derivatives, Sybase, Equity Trading, Vendor Management, Business Analysis
Education
Universidad APEC 1987 — 1990
Computer System Analist, Technology
Universidad APEC 1986 — 1987
Electronic Technician, Technology
Credit Suisse First Boston July 2010 - Present
Barclays September 2008 - July 2010
Lehman Brothers 2001 - 2008
Skills
Trading Systems, Equities, Electronic Trading, Capital Markets, Derivatives, Market Data, Equity Derivatives, Sybase, Equity Trading, Vendor Management, Business Analysis
Education
Universidad APEC 1987 — 1990
Computer System Analist, Technology
Universidad APEC 1986 — 1987
Electronic Technician, Technology
Mirjana Filipovski's Credit Suisse First Boston Experience 1999 - 2004
Job Global Account Manager at OSRAM SYLVANIA
Industry Semiconductors
Experience
OSRAM SYLVANIA 2013 - Present
kyocera display america 2009 - 2013
Infineon Technologies April 2004 - December 2008
Credit Suisse First Boston 1999 - 2004
Intel 1998 - 1998
United States Department of Defense March 1991 - September 1996
Education
Thunderbird School of Global Management 1996 — 1998
MBA, Finance
Wayne State University 1985 — 1990
BSEE, Electrical Engineering
OSRAM SYLVANIA 2013 - Present
kyocera display america 2009 - 2013
Infineon Technologies April 2004 - December 2008
Credit Suisse First Boston 1999 - 2004
Intel 1998 - 1998
United States Department of Defense March 1991 - September 1996
Education
Thunderbird School of Global Management 1996 — 1998
MBA, Finance
Wayne State University 1985 — 1990
BSEE, Electrical Engineering
Katherine L. Ashton's Credit Suisse First Boston Experience August 2001 - August 2002
Job Intellectual Property and Docket Administrator at The Research Foundation for SUNY
Industry Higher Education
Experience
The Research Foundation for SUNY July 2012 - Present
self-employed May 2011 - July 2012
The Research Foundation of State University of New York October 2006 - October 2010
Credit Suisse First Boston August 2001 - August 2002
Towers Perrin February 1999 - August 2001
Towers Perrin March 1997 - February 1999
Skills
Intellectual Property, Technology Transfer, Commercialization, Research, Entrepreneurship, Management, Negotiation, Sop
Education
University at Albany, SUNY 2002 — 2005
B.A., English (Writing Concentration)
The Research Foundation for SUNY July 2012 - Present
self-employed May 2011 - July 2012
The Research Foundation of State University of New York October 2006 - October 2010
Credit Suisse First Boston August 2001 - August 2002
Towers Perrin February 1999 - August 2001
Towers Perrin March 1997 - February 1999
Skills
Intellectual Property, Technology Transfer, Commercialization, Research, Entrepreneurship, Management, Negotiation, Sop
Education
University at Albany, SUNY 2002 — 2005
B.A., English (Writing Concentration)
Jason Nicholls, CFA's Credit Suisse First Boston Experience 1998 - 2003
Job Senior Vice President, Product at InvestCloud
Industry Financial Services
Experience
InvestCloud 2014 - Present
Westlake Financial Services 2013 - 2014
Trust Company of the West 2004 - 2012
Western Asset Management 2003 - 2004
Credit Suisse First Boston 1998 - 2003
Nomad Software 1996 - 1998
Unisys 1994 - 1996
Skills
CFA, Budgeting, Project Management, Risk Management, Performance Attribution, Financial Analysis, Team Leadership, Derivatives, Equity Research, Equities, Fixed Income, Emerging Markets, Portfolio Management, Trading, Asset Management, Business Intelligence, SQL, Due Diligence, Financial Modeling, Capital Markets, Analytics, Investments, Asset Managment, Financial Risk, Finance, Corporate Finance, Business Analysis, Private Equity, Budgets, Mergers & Acquisitions, Mutual Funds, Investment Management, Analysis, Securities, Asset Allocation
Education
University of Southern California - Marshall School of Business 2011 — 2013
Executive MBA
University of Leeds 1990 — 1994
Masters, Civil Engineering
InvestCloud 2014 - Present
Westlake Financial Services 2013 - 2014
Trust Company of the West 2004 - 2012
Western Asset Management 2003 - 2004
Credit Suisse First Boston 1998 - 2003
Nomad Software 1996 - 1998
Unisys 1994 - 1996
Skills
CFA, Budgeting, Project Management, Risk Management, Performance Attribution, Financial Analysis, Team Leadership, Derivatives, Equity Research, Equities, Fixed Income, Emerging Markets, Portfolio Management, Trading, Asset Management, Business Intelligence, SQL, Due Diligence, Financial Modeling, Capital Markets, Analytics, Investments, Asset Managment, Financial Risk, Finance, Corporate Finance, Business Analysis, Private Equity, Budgets, Mergers & Acquisitions, Mutual Funds, Investment Management, Analysis, Securities, Asset Allocation
Education
University of Southern California - Marshall School of Business 2011 — 2013
Executive MBA
University of Leeds 1990 — 1994
Masters, Civil Engineering
Ian Gazard's Credit Suisse First Boston Experience 2002 - 2004
Job Partner at BlueMountain Capital
Industry Investment Management
Experience
BlueMountain 2004 - Present
Credit Suisse First Boston 2002 - 2004
JP Morgan 1995 - 2002
Moodys Investor Services 1988 - 1994
Education
University of Calgary 1982 — 1986
BA, Economics
BlueMountain 2004 - Present
Credit Suisse First Boston 2002 - 2004
JP Morgan 1995 - 2002
Moodys Investor Services 1988 - 1994
Education
University of Calgary 1982 — 1986
BA, Economics
Paul Hofnagel, PMP, CLSSBB, CLSSS's Credit Suisse First Boston Experience February 2002 - July 2005
Job Project Manager at Veritude
Industry Financial Services
Experience
Veritude January 2013 - Present
Aerotek November 2012 - January 2013
TEKsystems May 2011 - September 2012
ZeroChaos September 2010 - June 2011
Strategic Staffing Solutions February 2010 - August 2010
Credit Suisse Securities (USA) LLC July 2005 - December 2008
Credit Suisse First Boston February 2002 - July 2005
Credit Suisse July 1995 - February 2002
Credit Suisse, New York Branch June 1993 - July 1995
Credit Suisse, New York Branch June 1991 - June 1993
Education
Villanova University 2012 — 2012
Certified Lean Six Sigma Master Black Belt
Villanova University 2009 — 2009
Certified Lean Six Sigma Sensei
Villanova University 2009 — 2009
Certified Lean Six Sigma Black Belt
Tufts University 1987 — 1991
BA, International Relations, Quantitative Economics, German-area Studies
Villanova University
Master Certificate in Six Sigma
Veritude January 2013 - Present
Aerotek November 2012 - January 2013
TEKsystems May 2011 - September 2012
ZeroChaos September 2010 - June 2011
Strategic Staffing Solutions February 2010 - August 2010
Credit Suisse Securities (USA) LLC July 2005 - December 2008
Credit Suisse First Boston February 2002 - July 2005
Credit Suisse July 1995 - February 2002
Credit Suisse, New York Branch June 1993 - July 1995
Credit Suisse, New York Branch June 1991 - June 1993
Education
Villanova University 2012 — 2012
Certified Lean Six Sigma Master Black Belt
Villanova University 2009 — 2009
Certified Lean Six Sigma Sensei
Villanova University 2009 — 2009
Certified Lean Six Sigma Black Belt
Tufts University 1987 — 1991
BA, International Relations, Quantitative Economics, German-area Studies
Villanova University
Master Certificate in Six Sigma
Michel Hugon's Credit Suisse First Boston Experience 1997 - 2001
Job Vice President/ Credit Review at BNPParibas
Industry Banking
Experience
BNPParibas September 2015 - Present
new york state banking department September 2010 - September 2015
primus Asset management 2005 - 2008
DZ bank NY 2002 - 2005
credit suisse first boston 1997 - 2001
moody's investors service 1992 - 1997
bnpparibas 1978 - 1987
Skills
Project Finance, Restructuring, Bankruptcy, Portfolio Management, Credit Derivatives, CDS, Credit, Bonds, Fixed Income, Credit Analysis, Bank credit research, Capital Markets, Asset Management, Banking, Structured Finance, Derivatives
Education
Université Vincennes-Saint-Denis (Paris VIII) 1969 — 1972
BA, English
BNPParibas September 2015 - Present
new york state banking department September 2010 - September 2015
primus Asset management 2005 - 2008
DZ bank NY 2002 - 2005
credit suisse first boston 1997 - 2001
moody's investors service 1992 - 1997
bnpparibas 1978 - 1987
Skills
Project Finance, Restructuring, Bankruptcy, Portfolio Management, Credit Derivatives, CDS, Credit, Bonds, Fixed Income, Credit Analysis, Bank credit research, Capital Markets, Asset Management, Banking, Structured Finance, Derivatives
Education
Université Vincennes-Saint-Denis (Paris VIII) 1969 — 1972
BA, English
Rosemary Shmavonian's Credit Suisse First Boston Experience August 1996 - November 2002
Job Sr VP at Citi
Industry Computer Software
Experience
Citi Research September 2014 - Present
Goldman Sachs July 2003 - August 2014
Credit Suisse First Boston August 1996 - November 2002
CompUSA September 1996 - September 1997
Skills
Delivering Technical..., Business Analysis, Vendor Management, SDLC, Visio, Change Management, Project Management, Software Project..., SharePoint, Technical Writing
Education
University at Buffalo 1979 — 1984
Citi Research September 2014 - Present
Goldman Sachs July 2003 - August 2014
Credit Suisse First Boston August 1996 - November 2002
CompUSA September 1996 - September 1997
Skills
Delivering Technical..., Business Analysis, Vendor Management, SDLC, Visio, Change Management, Project Management, Software Project..., SharePoint, Technical Writing
Education
University at Buffalo 1979 — 1984
David Antonelli's Credit Suisse First Boston Experience June 2009 - August 2009
Job Equity Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Credit Suisse First Boston June 2009 - August 2009
MFS Investment Management June 2008 - August 2008
MFS Investment Management June 2007 - August 2007
Education
Tufts University 2006 — 2010
BA, English
Belmont Hill 1999 — 2006
Fidelity Investments July 2010 - Present
Credit Suisse First Boston June 2009 - August 2009
MFS Investment Management June 2008 - August 2008
MFS Investment Management June 2007 - August 2007
Education
Tufts University 2006 — 2010
BA, English
Belmont Hill 1999 — 2006
Amul Anganti's Credit Suisse First Boston Experience March 2010 - April 2011
Job Financial .Net/WPF Programmer at PIMCO
Industry Information Technology and Services
Experience
PIMCO May 2011 - Present
Credit Suisse First Boston March 2010 - April 2011
Skills
C#, WPF, Silverlight, .NET, Visual Studio, WCF, Multithreading, Finance, T-SQL, Java Enterprise Edition, LINQ, Design Patterns, WinForms
Education
University of Illinois Springfield
PIMCO May 2011 - Present
Credit Suisse First Boston March 2010 - April 2011
Skills
C#, WPF, Silverlight, .NET, Visual Studio, WCF, Multithreading, Finance, T-SQL, Java Enterprise Edition, LINQ, Design Patterns, WinForms
Education
University of Illinois Springfield
Marc Wittmer's Credit Suisse First Boston Experience 2003 - 2007
Job VP at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital VPLehman Brothers2007 - 2008
Credit Suisse First Boston 2003 - 2007
American Express 1998 - 2003
SunGard 1995 - 1998
Education
Ph.D., Solid State Physics
Barclays Capital VPLehman Brothers2007 - 2008
Credit Suisse First Boston 2003 - 2007
American Express 1998 - 2003
SunGard 1995 - 1998
Education
Ph.D., Solid State Physics
Phil Weingord's Credit Suisse First Boston Experience 1986 - 2000
Job Managing Partner at Seer Capital Management
Industry Financial Services
Experience
Seer Capital Management 2008 - Present
Deutsche Bank Securities March 2000 - March 2008
Deutsche Bank 2000 - 2008
Credit Suisse First Boston 1986 - 2000
Skills
Investment Banking, Hedge Funds, Capital Markets, Derivatives, Fixed Income, Alternative Investments, Securitization, Structured Products
Education
University at Albany, SUNY 1979 — 1983
BS, Computer Science
Seer Capital Management 2008 - Present
Deutsche Bank Securities March 2000 - March 2008
Deutsche Bank 2000 - 2008
Credit Suisse First Boston 1986 - 2000
Skills
Investment Banking, Hedge Funds, Capital Markets, Derivatives, Fixed Income, Alternative Investments, Securitization, Structured Products
Education
University at Albany, SUNY 1979 — 1983
BS, Computer Science
Scott White's Credit Suisse First Boston Experience 1992 - 1997
Job Head of Investment Banking at CL King
Industry Investment Banking
Experience
C.L. King & Associates 2009 - Present
Banc of America Securities 2004 - 2009
Citigroup 1999 - 2003
Budget Group 1997 - 1999
Credit Suisse First Boston 1992 - 1997
The First Boston Corporation 1986 - 1989
Skills
Investment Banking, Corporate Finance, Corporate Development, Securities, Mergers, Capital Markets
Education
The University of Texas School of Law 1989 — 1992
JD, Corporate Law
The University of Texas at Austin 1982 — 1986
BA, Plan II (Honors Program in Liberal Arts)
C.L. King & Associates 2009 - Present
Banc of America Securities 2004 - 2009
Citigroup 1999 - 2003
Budget Group 1997 - 1999
Credit Suisse First Boston 1992 - 1997
The First Boston Corporation 1986 - 1989
Skills
Investment Banking, Corporate Finance, Corporate Development, Securities, Mergers, Capital Markets
Education
The University of Texas School of Law 1989 — 1992
JD, Corporate Law
The University of Texas at Austin 1982 — 1986
BA, Plan II (Honors Program in Liberal Arts)
Ann M. Griffith's Credit Suisse First Boston Experience January 1998 - June 2002
Job Managing Director at Oyster Consulting, LLC
Industry Financial Services
Experience
Oyster Consulting, LLC 2011 - Present
IFC - International Finance Corporation August 2010 - June 2011
FBR July 2005 - June 2010
NASD 2002 - 2005
Credit Suisse First Boston January 1998 - June 2002
Bankers Trust 1997 - 1997
US Securities and Exchange Commission 1991 - 1997
Skills
Compliance, Corporate Governance, Series 7, FINRA, AML, Risk Management, Hedge Funds, Capital Markets, Investment Advisory, Securities Regulation, Risk Assessment, Policy, Private Equity, Broker-Dealer, Due Diligence, Securities, SEC, Equities, Alternative Investments, Financial Services, Private Placements, Prime Brokerage, Asset Management, Mutual Funds, Series 24, Trading, Anti Money Laundering
Education
University of Illinois College of Law 1986 — 1989
J.D., Law
University of Illinois at Urbana-Champaign 1982 — 1986
B.A., English
Oyster Consulting, LLC 2011 - Present
IFC - International Finance Corporation August 2010 - June 2011
FBR July 2005 - June 2010
NASD 2002 - 2005
Credit Suisse First Boston January 1998 - June 2002
Bankers Trust 1997 - 1997
US Securities and Exchange Commission 1991 - 1997
Skills
Compliance, Corporate Governance, Series 7, FINRA, AML, Risk Management, Hedge Funds, Capital Markets, Investment Advisory, Securities Regulation, Risk Assessment, Policy, Private Equity, Broker-Dealer, Due Diligence, Securities, SEC, Equities, Alternative Investments, Financial Services, Private Placements, Prime Brokerage, Asset Management, Mutual Funds, Series 24, Trading, Anti Money Laundering
Education
University of Illinois College of Law 1986 — 1989
J.D., Law
University of Illinois at Urbana-Champaign 1982 — 1986
B.A., English
Sian Morse's Credit Suisse First Boston Experience 1996 - 2002
Job Hedge Fund Consultant at Morse Consulting Corporation
Industry Financial Services
Experience
Morse Consulting Corporation General Counsel, Sciens Managed Account PlatformSciens Investment Management, LLC2012 - 2013
WR Group Holdings, LP March 2010 - January 2012
Merrill Lynch 2005 - 2008
Credit Suisse First Boston 1996 - 2002
Education
Cambridge University 1987 — 1990
MA, Law
Morse Consulting Corporation General Counsel, Sciens Managed Account PlatformSciens Investment Management, LLC2012 - 2013
WR Group Holdings, LP March 2010 - January 2012
Merrill Lynch 2005 - 2008
Credit Suisse First Boston 1996 - 2002
Education
Cambridge University 1987 — 1990
MA, Law
Scott Zoellner's Credit Suisse First Boston Experience 1990 - 2002
Job Managing Director at AEA Investors LP
Industry Financial Services
Experience
AEA Investors LP August 2004 - Present
Allied Capital 2002 - 2004
Credit Suisse First Boston 1990 - 2002
Skills
Investment Banking, LBO, Private Equity, Leveraged Finance, Corporate Finance, Valuation, Capital Markets, Due Diligence, Mezzanine, Alternative Investments, Financial Modeling, Venture Capital, Mergers & Acquisitions, Mergers, Banking, Investments, Recapitalizations
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
Trinity College-Hartford 1983 — 1987
BA, Economics/Political Science
Taft
AEA Investors LP August 2004 - Present
Allied Capital 2002 - 2004
Credit Suisse First Boston 1990 - 2002
Skills
Investment Banking, LBO, Private Equity, Leveraged Finance, Corporate Finance, Valuation, Capital Markets, Due Diligence, Mezzanine, Alternative Investments, Financial Modeling, Venture Capital, Mergers & Acquisitions, Mergers, Banking, Investments, Recapitalizations
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
Trinity College-Hartford 1983 — 1987
BA, Economics/Political Science
Taft
Frazer Porter's Credit Suisse First Boston Experience 1997 - 2000
Job Senior Consultant at Nukon Pty Ltd
Industry Information Technology and Services
Experience
Nukon Pty Ltd October 2014 - Present
George Weston Foods March 2007 - September 2014
ORM Pty Ltd March 2004 - March 2007
Credit Suisse First Boston 1997 - 2000
Skills
Business Analysis, Business Process..., SAP, Business Process, Change Management, Process Improvement, SAP BW, ERP, Stakeholder Management, FMCG, SAP Implementation, Project Management, Supply Chain
Education
University of Bristol 1993 — 1996
Bachelor’s Degree, Law
Nukon Pty Ltd October 2014 - Present
George Weston Foods March 2007 - September 2014
ORM Pty Ltd March 2004 - March 2007
Credit Suisse First Boston 1997 - 2000
Skills
Business Analysis, Business Process..., SAP, Business Process, Change Management, Process Improvement, SAP BW, ERP, Stakeholder Management, FMCG, SAP Implementation, Project Management, Supply Chain
Education
University of Bristol 1993 — 1996
Bachelor’s Degree, Law
David Dongzhe Yang's Credit Suisse First Boston Experience September 2000 - October 2001
Job Development Manager at The MathWorks
Industry Computer Software
Experience
The MathWorks October 2001 - Present
Credit Suisse First Boston September 2000 - October 2001
Skills
Algorithms, C++, Object Oriented Design, Software Engineering, Software Development, Java, C, Distributed Systems, Embedded Systems, Embedded Software, Software Design, Agile Methodologies
Education
University of Massachusetts, Amherst 1997 — 2000
Ph.D, Control and Automation
Tsinghua University 1995 — 1997
Ph.D Candidate, Computer Integrated Manufacturing System
Xi'an Jiaotong University 1992 — 1995
Master, System Design
The MathWorks October 2001 - Present
Credit Suisse First Boston September 2000 - October 2001
Skills
Algorithms, C++, Object Oriented Design, Software Engineering, Software Development, Java, C, Distributed Systems, Embedded Systems, Embedded Software, Software Design, Agile Methodologies
Education
University of Massachusetts, Amherst 1997 — 2000
Ph.D, Control and Automation
Tsinghua University 1995 — 1997
Ph.D Candidate, Computer Integrated Manufacturing System
Xi'an Jiaotong University 1992 — 1995
Master, System Design
Keith Alexander's Credit Suisse First Boston Experience 1992 - 1999
Job Managing Director Structured Acquisition Finance, ING Capital
Industry Investment Banking
Experience
ING Capital LLC 2008 - Present
BNY Mellon 2005 - 2008
CGV Capital Advisors 2004 - 2005
Merrill Lynch 2000 - 2002
Credit Suisse First Boston 1992 - 1999
SunTrust Bank 1986 - 1990
Skills
Loans, Capital Markets, Investments, High Yield, Credit, Credit Portfolio..., Leveraged Finance
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance, Accounting
University of Florida 1981 — 1985
BS, Accounting
ING Capital LLC 2008 - Present
BNY Mellon 2005 - 2008
CGV Capital Advisors 2004 - 2005
Merrill Lynch 2000 - 2002
Credit Suisse First Boston 1992 - 1999
SunTrust Bank 1986 - 1990
Skills
Loans, Capital Markets, Investments, High Yield, Credit, Credit Portfolio..., Leveraged Finance
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance, Accounting
University of Florida 1981 — 1985
BS, Accounting
Bart Grenning's Credit Suisse First Boston Experience June 1990 - April 1995
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2008 - Present
Pequot Capital May 2006 - February 2008
Credit Suisse May 2000 - May 2006
Morgan Stanley March 1998 - May 2000
UBS March 1996 - March 1998
ING Barings April 1995 - March 1996
Credit Suisse First Boston June 1990 - April 1995
Education
University of California, Berkeley 1986 — 1990
Economics
TIAA-CREF March 2008 - Present
Pequot Capital May 2006 - February 2008
Credit Suisse May 2000 - May 2006
Morgan Stanley March 1998 - May 2000
UBS March 1996 - March 1998
ING Barings April 1995 - March 1996
Credit Suisse First Boston June 1990 - April 1995
Education
University of California, Berkeley 1986 — 1990
Economics
Jordan Hayes's Credit Suisse First Boston Experience 2001 - 2003
Job Senior Vice President at UBS Wealth Management
Industry Banking
Experience
UBS Private Wealth Management 2008 - Present
Citi Family Office 2003 - 2008
Credit Suisse First Boston 2001 - 2003
J.P. Morgan Private Bank 1994 - 2001
Education
University of California, Los Angeles 1989 — 1993
B.A., History
UBS Private Wealth Management 2008 - Present
Citi Family Office 2003 - 2008
Credit Suisse First Boston 2001 - 2003
J.P. Morgan Private Bank 1994 - 2001
Education
University of California, Los Angeles 1989 — 1993
B.A., History
Luis A. Fernandez's Credit Suisse First Boston Experience June 2010 - August 2010
Job Research at Coatue Management
Industry Investment Management
Experience
Coatue Management March 2015 - Present
J.P. Morgan Asset Management July 2011 - February 2015
Credit Suisse First Boston June 2010 - August 2010
U.S. House of Representatives June 2007 - August 2007
Education
Trinity College-Hartford 2007 — 2011
Bachelor's Degree, History - Developing Nations
Coatue Management March 2015 - Present
J.P. Morgan Asset Management July 2011 - February 2015
Credit Suisse First Boston June 2010 - August 2010
U.S. House of Representatives June 2007 - August 2007
Education
Trinity College-Hartford 2007 — 2011
Bachelor's Degree, History - Developing Nations
Gabriela Yu's Credit Suisse First Boston Experience August 2007 - July 2011
Job VP Equity Capital Markets at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2015 - Present
Credit Suisse August 2011 - December 2014
Credit Suisse First Boston August 2007 - July 2011
Universidad de San Andrés June 2006 - July 2007
Universidad de San Andrés March 2006 - December 2006
Procter & Gamble January 2005 - March 2005
Universidad de San Andrés January 2004 - February 2004
Skills
Derivatives, Economics, Financial Analysis, Equity Research, Research, Valuation, Photography, Bloomberg, Due Diligence, Equities, Investments, Financial Modeling, Investment Banking, Spanish, Capital Markets, Corporate Finance, Financial Markets, Emerging Markets, Private Equity
Education
Universidad de 'San Andrés' 2006 — 2007
Master, Finance
Universidad de 'San Andrés' 2002 — 2006
BA, Business Administration
Colegio Nacional de Buenos Aires 1997 — 2001
Bachelor
Credit Suisse January 2015 - Present
Credit Suisse August 2011 - December 2014
Credit Suisse First Boston August 2007 - July 2011
Universidad de San Andrés June 2006 - July 2007
Universidad de San Andrés March 2006 - December 2006
Procter & Gamble January 2005 - March 2005
Universidad de San Andrés January 2004 - February 2004
Skills
Derivatives, Economics, Financial Analysis, Equity Research, Research, Valuation, Photography, Bloomberg, Due Diligence, Equities, Investments, Financial Modeling, Investment Banking, Spanish, Capital Markets, Corporate Finance, Financial Markets, Emerging Markets, Private Equity
Education
Universidad de 'San Andrés' 2006 — 2007
Master, Finance
Universidad de 'San Andrés' 2002 — 2006
BA, Business Administration
Colegio Nacional de Buenos Aires 1997 — 2001
Bachelor
Nicholas J. Gamma's Credit Suisse First Boston Experience May 2004 - November 2004
Job Software Support Specialist at Sandata Technologies
Industry Computer Software
Experience
Sandata Technologies January 2011 - April 2015
Bank of Scotland/Lloyds TSB 2010 - 2010
Estee Lauder February 2007 - December 2009
Societe Generale December 2004 - November 2006
Credit Suisse First Boston May 2004 - November 2004
Intercounty Clearance Corp. August 1989 - January 2003
Skills
Customer Service, Technical Support, Troubleshooting, Help Desk Support, Healthcare Information..., Employee Training, Software Documentation, Service Desk, Active Directory, System Administration, Networking, Windows 7, Microsoft Exchange, Security, Operating Systems, Information Technology, Healthcare Industry, Windows 8
Education
University of Florida
Bachelors, Communication
Sandata Technologies January 2011 - April 2015
Bank of Scotland/Lloyds TSB 2010 - 2010
Estee Lauder February 2007 - December 2009
Societe Generale December 2004 - November 2006
Credit Suisse First Boston May 2004 - November 2004
Intercounty Clearance Corp. August 1989 - January 2003
Skills
Customer Service, Technical Support, Troubleshooting, Help Desk Support, Healthcare Information..., Employee Training, Software Documentation, Service Desk, Active Directory, System Administration, Networking, Windows 7, Microsoft Exchange, Security, Operating Systems, Information Technology, Healthcare Industry, Windows 8
Education
University of Florida
Bachelors, Communication
Kari Kirtland's Credit Suisse First Boston Experience 1991 - 1994
Job Consultant at Kaiser Permanente, pro bono
Industry Financial Services
Experience
K4 Advisors June 2004 - Present
Kaiser Permanente July 2011 - Present
WesCorp 1994 - 2005
Credit Suisse First Boston 1991 - 1994
Oppenheimer & Co. Inc. January 1990 - 1991
Skills
Financial Institutions, Risk Management, Managerial Finance, Banking, Credit, Loans, Financial Analysis, Portfolio Management, Financial Services
Education
University of California, Los Angeles
BA
K4 Advisors June 2004 - Present
Kaiser Permanente July 2011 - Present
WesCorp 1994 - 2005
Credit Suisse First Boston 1991 - 1994
Oppenheimer & Co. Inc. January 1990 - 1991
Skills
Financial Institutions, Risk Management, Managerial Finance, Banking, Credit, Loans, Financial Analysis, Portfolio Management, Financial Services
Education
University of California, Los Angeles
BA
Russell Ray's Credit Suisse First Boston Experience 1999 - 2002
Job Managing Partner at HLM Venture Partners
Industry Venture Capital & Private Equity
Experience
HLM Venture Partners September 2003 - Present
Credit Suisse First Boston 1999 - 2002
BT Alex. Brown 1997 - 1999
Alex. Brown Inc. 1987 - 1995
Merrill Lynch 1982 - 1987
Skills
Due Diligence, Healthcare, Venture Capital, Mergers, Investment Banking, Deal Sourcing, Private Placements, Start-ups, Entrepreneurship, Capital Markets, Mergers & Acquisitions, Investments, Valuation, Corporate Development, Strategic Planning, Capital Raising, Business Strategy, Growth Capital, Buyouts, Angel Investing, IPO, LBO, Private Equity, Management, Alternative Investments, Divestitures, M&A experience, Venture Financing
Education
University of Pennsylvania 1978 — 1982
MS/MBA, Evolutionary Biology/Finance
University of Washington 1976 — 1978
Bachelor's degree, Zoology/Animal Biology
United States Military Academy at West Point 1966 — 1970
Bachelor's degree, Engineering
HLM Venture Partners September 2003 - Present
Credit Suisse First Boston 1999 - 2002
BT Alex. Brown 1997 - 1999
Alex. Brown Inc. 1987 - 1995
Merrill Lynch 1982 - 1987
Skills
Due Diligence, Healthcare, Venture Capital, Mergers, Investment Banking, Deal Sourcing, Private Placements, Start-ups, Entrepreneurship, Capital Markets, Mergers & Acquisitions, Investments, Valuation, Corporate Development, Strategic Planning, Capital Raising, Business Strategy, Growth Capital, Buyouts, Angel Investing, IPO, LBO, Private Equity, Management, Alternative Investments, Divestitures, M&A experience, Venture Financing
Education
University of Pennsylvania 1978 — 1982
MS/MBA, Evolutionary Biology/Finance
University of Washington 1976 — 1978
Bachelor's degree, Zoology/Animal Biology
United States Military Academy at West Point 1966 — 1970
Bachelor's degree, Engineering
Wilton Wright's Credit Suisse First Boston Experience 2000 - 2003
Job Director, Company Planning at Gap Inc./Old Navy
Industry Retail
Experience
Gap Inc./Old Navy September 2014 - Present
Gap Inc./Old Navy April 2013 - September 2014
Gap Inc./Old Navy June 2011 - March 2013
Gap Inc./Old Navy November 2010 - May 2011
TerViva BioEnergy January 2010 - November 2010
Gap Inc. 2006 - 2007
Gap Inc. 2005 - 2006
Gap Inc. 2004 - 2005
Credit Suisse First Boston 2000 - 2003
DLJ 1999 - 2000
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA
University of Virginia 1993 — 1997
BA, History
Gap Inc./Old Navy September 2014 - Present
Gap Inc./Old Navy April 2013 - September 2014
Gap Inc./Old Navy June 2011 - March 2013
Gap Inc./Old Navy November 2010 - May 2011
TerViva BioEnergy January 2010 - November 2010
Gap Inc. 2006 - 2007
Gap Inc. 2005 - 2006
Gap Inc. 2004 - 2005
Credit Suisse First Boston 2000 - 2003
DLJ 1999 - 2000
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA
University of Virginia 1993 — 1997
BA, History
Whit Martin's Credit Suisse First Boston Experience April 2000 - August 2001
Job Vice President, Mergers & Acquisitions at Air Liquide USA, LP
Industry Chemicals
Experience
Air Liquide USA, LP September 2014 - Present
Air Liquide Advanced Technologies LLC January 2014 - September 2014
Voltaix, Inc. May 2011 - January 2014
DN&C (affiliated with Voltaix, LLC) January 2004 - May 2011
Credit Suisse First Boston April 2000 - August 2001
ING Barings LLC October 1995 - April 2000
Skills
Private Equity, Mergers, Corporate Finance, Investment Banking, Renewable Energy, Project Finance, Mergers & Acquisitions, Strategic Planning, Strategy, Due Diligence, Start-ups, Investments, Management, Business Development, Venture Capital, Joint Ventures, Equities, Business Strategy
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
MBA, Finance
Tufts University 1986 — 1990
BS, Political Science
Air Liquide USA, LP September 2014 - Present
Air Liquide Advanced Technologies LLC January 2014 - September 2014
Voltaix, Inc. May 2011 - January 2014
DN&C (affiliated with Voltaix, LLC) January 2004 - May 2011
Credit Suisse First Boston April 2000 - August 2001
ING Barings LLC October 1995 - April 2000
Skills
Private Equity, Mergers, Corporate Finance, Investment Banking, Renewable Energy, Project Finance, Mergers & Acquisitions, Strategic Planning, Strategy, Due Diligence, Start-ups, Investments, Management, Business Development, Venture Capital, Joint Ventures, Equities, Business Strategy
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
MBA, Finance
Tufts University 1986 — 1990
BS, Political Science
Rob Gritz's Credit Suisse First Boston Experience 1987 - 1989
Job Corporate Development
Industry Real Estate
Experience
Rob Gritz 1997 - Present
Kluge & Company 1989 - 1995
Credit Suisse First Boston 1987 - 1989
Education
The University of Texas at Austin
Honors Business Program
Rob Gritz 1997 - Present
Kluge & Company 1989 - 1995
Credit Suisse First Boston 1987 - 1989
Education
The University of Texas at Austin
Honors Business Program
Frederick Brasco's Credit Suisse First Boston Experience 1984 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Credit Suisse First Boston 1984 - 2007
Education
United States Naval Academy 1969 — 1973
Credit Suisse First Boston 1984 - 2007
Education
United States Naval Academy 1969 — 1973
Helen Burrows (Maclean)'s Credit Suisse First Boston Experience 1999 - 2002
Job Former Executive Assistant to CEO at Visa
Industry Financial Services
Experience
Visa Assistant to CEOBradford & Bingley2002 - 2004
Credit Suisse First Boston 1999 - 2002
Lazard 1990 - 1998
University of Strathclyde 1990 - 1990
Education
University of Auckland 1983 — 1988
MSc
Visa Assistant to CEOBradford & Bingley2002 - 2004
Credit Suisse First Boston 1999 - 2002
Lazard 1990 - 1998
University of Strathclyde 1990 - 1990
Education
University of Auckland 1983 — 1988
MSc
Carla Grobler's Credit Suisse First Boston Experience June 2002 - June 2003
Job Associate Director, Accounting at Affymetrix
Industry Financial Services
Experience
Affymetrix March 2011 - May 2014
SOAProjects November 2010 - February 2011
Ernst & Young September 2004 - October 2010
Ernst & Young February 2004 - August 2004
Aqua Salveo CC August 2003 - November 2003
Credit Suisse First Boston June 2002 - June 2003
Ernst & Young January 2002 - March 2002
KPMG January 1999 - December 2001
Education
University of Johannesburg
Charted Accountant (South Africa), Accounting
Affymetrix March 2011 - May 2014
SOAProjects November 2010 - February 2011
Ernst & Young September 2004 - October 2010
Ernst & Young February 2004 - August 2004
Aqua Salveo CC August 2003 - November 2003
Credit Suisse First Boston June 2002 - June 2003
Ernst & Young January 2002 - March 2002
KPMG January 1999 - December 2001
Education
University of Johannesburg
Charted Accountant (South Africa), Accounting
Jonathan Essex's Credit Suisse First Boston Experience 1998 - 2004
Job Practice Manager (Transaction Banking) at Misys
Industry Information Technology and Services
Experience
Misys July 2014 - Present
Misys June 2011 - Present
iQuality Ltd. June 2010 - June 2011
Misys 2008 - 2010
Credit Suisse First Boston 1998 - 2004
Skills
IT Strategy, Requirements Analysis, Software Project..., Business Analysis, PMO, ITIL, Integration, Project Delivery, SQL, Software Development, Oracle, Program Management, Solution Selling, SOA, Professional Services, Agile Methodologies, Java, Enterprise Architecture, AOP
Education
University College London, U. of London 1989 — 1992
Computer Science
King's School, Worcester
Misys July 2014 - Present
Misys June 2011 - Present
iQuality Ltd. June 2010 - June 2011
Misys 2008 - 2010
Credit Suisse First Boston 1998 - 2004
Skills
IT Strategy, Requirements Analysis, Software Project..., Business Analysis, PMO, ITIL, Integration, Project Delivery, SQL, Software Development, Oracle, Program Management, Solution Selling, SOA, Professional Services, Agile Methodologies, Java, Enterprise Architecture, AOP
Education
University College London, U. of London 1989 — 1992
Computer Science
King's School, Worcester
Cooper Jessup's Credit Suisse First Boston Experience 1996 - May 2013
Job Project Manager at Federal Government
Industry Government Administration
Experience
Federal Government May 2013 - Present
Credit Suisse May 2012 - May 2013
Credit Suisse July 1996 - May 2013
Credit Suisse First Boston 1996 - May 2013
Credit Suisse July 2006 - February 2010
Education
University at Albany, SUNY
Westhampton Beach High School
Federal Government May 2013 - Present
Credit Suisse May 2012 - May 2013
Credit Suisse July 1996 - May 2013
Credit Suisse First Boston 1996 - May 2013
Credit Suisse July 2006 - February 2010
Education
University at Albany, SUNY
Westhampton Beach High School
Buddy Powers's Credit Suisse First Boston Experience April 1987 - January 1991
Job Fixed Income Professional Retired
Industry Investment Management
Experience
New Mexico Educational Retirement Board February 2012 - July 2012
Oppenheimer & Co. January 2011 - April 2011
Mizuho Securities USA July 2010 - January 2011
New Mexico State Investment Council September 2009 - June 2010
Bear Stearns & Co. Inc February 1993 - November 2007
Bear Stearns 1993 - 2007
Lehman Brothers April 1991 - February 1993
Credit Suisse First Boston April 1987 - January 1991
Interfirst Investment Management April 1982 - March 1987
Skills
Fixed Income, MBS, Bonds, Series 7, Bloomberg, Series 63, CFA, Distressed Debt, CMBS, ABS, Corporate Debt, Structured Products, Portfolio Management, Institutional Fixed..., Fixed Income Research, Alternative Investments, Capital Markets, Fixed Income Analysis, Chartered Financial...
Education
The University of Texas at Austin 1971 — 1974
BBA, Finance
New Mexico Educational Retirement Board February 2012 - July 2012
Oppenheimer & Co. January 2011 - April 2011
Mizuho Securities USA July 2010 - January 2011
New Mexico State Investment Council September 2009 - June 2010
Bear Stearns & Co. Inc February 1993 - November 2007
Bear Stearns 1993 - 2007
Lehman Brothers April 1991 - February 1993
Credit Suisse First Boston April 1987 - January 1991
Interfirst Investment Management April 1982 - March 1987
Skills
Fixed Income, MBS, Bonds, Series 7, Bloomberg, Series 63, CFA, Distressed Debt, CMBS, ABS, Corporate Debt, Structured Products, Portfolio Management, Institutional Fixed..., Fixed Income Research, Alternative Investments, Capital Markets, Fixed Income Analysis, Chartered Financial...
Education
The University of Texas at Austin 1971 — 1974
BBA, Finance
Diane Brayton's Credit Suisse First Boston Experience 2002 - 2004
Job Corporate Secretary and Assistant General Counsel, The New York Times Company
Industry Newspapers
Experience
Credit Suisse First Boston 2002 - 2004
Cleary Gottlieb Steen & Hamilton LLP 1997 - 2002
U.S. Court of Appeals, Fifth Circuit 1996 - 1997
Education
The University of Texas School of Law
University of Nebraska-Lincoln
Credit Suisse First Boston 2002 - 2004
Cleary Gottlieb Steen & Hamilton LLP 1997 - 2002
U.S. Court of Appeals, Fifth Circuit 1996 - 1997
Education
The University of Texas School of Law
University of Nebraska-Lincoln
Hulkar Islamova/Yashayeva's Credit Suisse First Boston Experience July 1999 - July 1999
Job Transactional Commodity Finance Looking for new opportunities in New York area
Industry Banking
Experience
Credit Agricole (Suisse) SA October 2005 - August 2008
Credit Lyonnais (Suisse) SA July 2004 - January 2005
Credit Suisse First Boston July 1999 - July 1999
Merrill Lynch Intl Inc March 1999 - March 1999
Skills
Trading, Banking, Credit Risk, Investments, Corporate Finance, Commodity, Private Banking
Education
Université de Geneve 2000 — 2005
Licence
St Georges School, Montreux, Switzerland 1994 — 2000
High School Diploma
PS #17, Tashkent, Uzkbekistan 1989 — 1994
Credit Agricole (Suisse) SA October 2005 - August 2008
Credit Lyonnais (Suisse) SA July 2004 - January 2005
Credit Suisse First Boston July 1999 - July 1999
Merrill Lynch Intl Inc March 1999 - March 1999
Skills
Trading, Banking, Credit Risk, Investments, Corporate Finance, Commodity, Private Banking
Education
Université de Geneve 2000 — 2005
Licence
St Georges School, Montreux, Switzerland 1994 — 2000
High School Diploma
PS #17, Tashkent, Uzkbekistan 1989 — 1994
Lawrence Anvik's Credit Suisse First Boston Experience 1991 - 1995
Job Managing Director at FASR Inc.
Industry Financial Services
Experience
FASR Inc. January 1995 - Present
Credit Suisse First Boston 1991 - 1995
Education
University of Denver - Daniels College of Business 1977 — 1978
MBA, Finance and Financial Management Services
Drury College
BS, Accounting and Business/Management
FASR Inc. January 1995 - Present
Credit Suisse First Boston 1991 - 1995
Education
University of Denver - Daniels College of Business 1977 — 1978
MBA, Finance and Financial Management Services
Drury College
BS, Accounting and Business/Management
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS