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
Credit Suisse First Boston List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Credit Suisse First Boston. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Credit Suisse First Boston Salaries. You can even request information on how much does Credit Suisse First Boston pay if you want to. Learn about salaries, pros and cons of working for Credit Suisse First Boston directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,768 Credit Suisse First Boston employees in database. Find out everything there's to know about Credit Suisse First Boston employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse First Boston Employees
Employee
Years
Job
Industry
Dean Poynor Dean Poynor's Credit Suisse First Boston Experience May 2006 - December 2006
Job Storyteller, Playwright, Information Architect
Industry Entertainment
Experience
Dean Poynor Creative Corp March 2015 - Present
Goldman Sachs November 2012 - Present
Morgan Stanley June 2010 - October 2012
Trustus Theatre 2000 - 2009
BlueCross BlueShield of SC June 2007 - August 2008
Credit Suisse First Boston May 2006 - December 2006
Colonial Life March 2000 - May 2006
Skills
Screenwriting, Acting, Playwriting, Theatre, Stage, Film, Plays, Script Coverage, Comedy, Final Cut Pro, User Experience, Blogging, Copywriting, Information Architecture, Usability Testing, User Interface Design, Interaction Design, User-centered Design, Content Strategy, Social Media, Usability, Mobile Applications, Content Management, Digital Strategy, User Experience Design, Web Content, Web Design, Adobe Creative Suite, Wireframes, User Research, Producing, Social Media Marketing, Experience Design, Copy Editing, Creative Problem Solving, Photoshop, User Interface, Brand Development
Education
Carnegie Mellon University 2008 — 2010
MFA, Dramatic Writing
Wheaton College 1994 — 1997
Bachelor of Arts (B.A.), Philosophy and Communications
Dean Poynor Creative Corp March 2015 - Present
Goldman Sachs November 2012 - Present
Morgan Stanley June 2010 - October 2012
Trustus Theatre 2000 - 2009
BlueCross BlueShield of SC June 2007 - August 2008
Credit Suisse First Boston May 2006 - December 2006
Colonial Life March 2000 - May 2006
Skills
Screenwriting, Acting, Playwriting, Theatre, Stage, Film, Plays, Script Coverage, Comedy, Final Cut Pro, User Experience, Blogging, Copywriting, Information Architecture, Usability Testing, User Interface Design, Interaction Design, User-centered Design, Content Strategy, Social Media, Usability, Mobile Applications, Content Management, Digital Strategy, User Experience Design, Web Content, Web Design, Adobe Creative Suite, Wireframes, User Research, Producing, Social Media Marketing, Experience Design, Copy Editing, Creative Problem Solving, Photoshop, User Interface, Brand Development
Education
Carnegie Mellon University 2008 — 2010
MFA, Dramatic Writing
Wheaton College 1994 — 1997
Bachelor of Arts (B.A.), Philosophy and Communications
Jeff Pashalides Jeff Pashalides's Credit Suisse First Boston Experience 2001 - 2007
Job Head of Business Development at Sequoia Capital
Industry Venture Capital & Private Equity
Experience
Sequoia Capital June 2014 - Present
TrueCar August 2013 - June 2014
Blackstone April 2010 - June 2013
Union Square Advisors May 2007 - April 2010
Credit Suisse First Boston 2001 - 2007
Education
Brown University
Bachelor's Degree, Computer Science
Stanford University
Mathematical and Computational Science
Sequoia Capital June 2014 - Present
TrueCar August 2013 - June 2014
Blackstone April 2010 - June 2013
Union Square Advisors May 2007 - April 2010
Credit Suisse First Boston 2001 - 2007
Education
Brown University
Bachelor's Degree, Computer Science
Stanford University
Mathematical and Computational Science
Pavel Shklyar Pavel Shklyar's Credit Suisse First Boston Experience February 1999 - February 2000
Job Vice President / Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. January 2015 - Present
Merrill Lynch June 2012 - January 2015
SANO Investments June 2008 - September 2011
RBC Capital Markets November 2002 - June 2008
Salomon Smith Barney February 2000 - June 2001
Credit Suisse First Boston February 1999 - February 2000
Education
Binghamton University 1991 — 1995
Economics
JPMorgan Chase Bank N.A. January 2015 - Present
Merrill Lynch June 2012 - January 2015
SANO Investments June 2008 - September 2011
RBC Capital Markets November 2002 - June 2008
Salomon Smith Barney February 2000 - June 2001
Credit Suisse First Boston February 1999 - February 2000
Education
Binghamton University 1991 — 1995
Economics
Caglar Somek Caglar Somek's Credit Suisse First Boston Experience 2000 - 2005
Job Chief Investment Officer at Caravel Management LLC
Industry Investment Management
Experience
The Caravel Management LLC January 2015 - Present
Caravel Management LLC March 2009 - Present
Goldman Sachs Asset Management May 2007 - December 2008
Former Salomon Brothers Asset Management (Clearbridge Advisors/Legg Mason) 2005 - 2007
Credit Suisse First Boston 2000 - 2005
Stern Stewart & Co. 1999 - 2000
Skills
Equity Research, Valuation, Portfolio Management, Investments, Emerging Markets, Frontier Markets, French, Turkish, Strategy, Financial Modeling, Equities, Due Diligence, Risk Management, Corporate Finance, Investment Management, Economics, Financial Markets, Alternative Investments, Commodity, Finance, Securities, Mutual Funds, Hedge Funds, Financial Risk, IPO, Investment Banking, Private Equity, Financial Services, Capital Markets, Bloomberg, Equity Valuation, Asset Management, Fund Of Funds, Bonds, Asset Allocation, Trading, Options, Investment Strategies, Derivatives, Financial Structuring, Structured Finance, Equity Trading, Structured Products, Investment Advisory, Investor Relations, Global Macro, Venture Capital, Financial Advisory, Institutional...
Education
Brandeis International Business School 1997 — 1998
MA
Université Paris Dauphine 1993 — 1997
Magistere de Banque Finance Assurance
Lycee Saint Joseph Istanbul, Turkey 1986 — 1992
Baccalaureat
The Caravel Management LLC January 2015 - Present
Caravel Management LLC March 2009 - Present
Goldman Sachs Asset Management May 2007 - December 2008
Former Salomon Brothers Asset Management (Clearbridge Advisors/Legg Mason) 2005 - 2007
Credit Suisse First Boston 2000 - 2005
Stern Stewart & Co. 1999 - 2000
Skills
Equity Research, Valuation, Portfolio Management, Investments, Emerging Markets, Frontier Markets, French, Turkish, Strategy, Financial Modeling, Equities, Due Diligence, Risk Management, Corporate Finance, Investment Management, Economics, Financial Markets, Alternative Investments, Commodity, Finance, Securities, Mutual Funds, Hedge Funds, Financial Risk, IPO, Investment Banking, Private Equity, Financial Services, Capital Markets, Bloomberg, Equity Valuation, Asset Management, Fund Of Funds, Bonds, Asset Allocation, Trading, Options, Investment Strategies, Derivatives, Financial Structuring, Structured Finance, Equity Trading, Structured Products, Investment Advisory, Investor Relations, Global Macro, Venture Capital, Financial Advisory, Institutional...
Education
Brandeis International Business School 1997 — 1998
MA
Université Paris Dauphine 1993 — 1997
Magistere de Banque Finance Assurance
Lycee Saint Joseph Istanbul, Turkey 1986 — 1992
Baccalaureat
Ginger V. Pugliese Ginger V. Pugliese's Credit Suisse First Boston Experience July 1998 - June 1999
Job Business Development
Industry Information Services
Experience
Aliado Corp 2012 - July 2013
EXIT Realty June 2010 - July 2012
Signature Staging & Redesign, LLC October 2006 - June 2012
Re/Max 2000 - 2010
Credit Suisse First Boston July 1998 - June 1999
Bear Stearns July 1996 - July 1998
US Trust 1986 - 1996
U.S. Trust Bank of America Private Wealth Management 1986 - 1996
JPMorgan Chase September 1980 - February 1986
Skills
Sellers, Selling, Sales, Recruiting, Project Management, Mentoring, Business Information, Building Business..., Building Business..., Marketing, Business Intelligence, Small Business, Negotiation, Real Estate Transactions, Referrals, Management, Real Estate Staging, Real Estate, Listings, Budgets, Property, Home Staging, Investments
Education
St. Peter's College 1994 — 1994
AAS, Business Management (Major) Marketing (Minor)
Brookdale Community College 2010 — 2011
Certificate Program, Healthcare/Information Technology
TheDecorating and Staging Academy (DSA) 2006 — 2006
Certification, Interior Redesigner and Stager
Aliado Corp 2012 - July 2013
EXIT Realty June 2010 - July 2012
Signature Staging & Redesign, LLC October 2006 - June 2012
Re/Max 2000 - 2010
Credit Suisse First Boston July 1998 - June 1999
Bear Stearns July 1996 - July 1998
US Trust 1986 - 1996
U.S. Trust Bank of America Private Wealth Management 1986 - 1996
JPMorgan Chase September 1980 - February 1986
Skills
Sellers, Selling, Sales, Recruiting, Project Management, Mentoring, Business Information, Building Business..., Building Business..., Marketing, Business Intelligence, Small Business, Negotiation, Real Estate Transactions, Referrals, Management, Real Estate Staging, Real Estate, Listings, Budgets, Property, Home Staging, Investments
Education
St. Peter's College 1994 — 1994
AAS, Business Management (Major) Marketing (Minor)
Brookdale Community College 2010 — 2011
Certificate Program, Healthcare/Information Technology
TheDecorating and Staging Academy (DSA) 2006 — 2006
Certification, Interior Redesigner and Stager
Anne Lutz Fernandez Anne Lutz Fernandez's Credit Suisse First Boston Experience 1994 - 1999
Job Writer, Teacher at Westport Public Schools
Industry Writing and Editing
Experience
Westport Public Schools 2002 - Present
Schooledbook.org 2005 - Present
Credit Suisse First Boston 1994 - 1999
Bristol-Myers Squibb 1992 - 1994
HJ Heinz 1990 - 1992
First Boston Corporation July 1985 - July 1990
Skills
Teaching, Non-fiction, Writing, Marketing Strategy, Strategy, Newsletters, Tutoring, Marketing, Curriculum Development, Proposal Writing, Social Networking, Storytelling, Fundraising, Social Media, Public Speaking, Blogging, Management, Research, Editing
Education
Boston College 1999 — 2001
MA, Teaching of English-Secondary
Brown University 1981 — 1984
Bachelor of Arts (B.A.), Political Science
Vanderbilt University 1980 — 1981
Greenwich High School 1977 — 1980
Westport Public Schools 2002 - Present
Schooledbook.org 2005 - Present
Credit Suisse First Boston 1994 - 1999
Bristol-Myers Squibb 1992 - 1994
HJ Heinz 1990 - 1992
First Boston Corporation July 1985 - July 1990
Skills
Teaching, Non-fiction, Writing, Marketing Strategy, Strategy, Newsletters, Tutoring, Marketing, Curriculum Development, Proposal Writing, Social Networking, Storytelling, Fundraising, Social Media, Public Speaking, Blogging, Management, Research, Editing
Education
Boston College 1999 — 2001
MA, Teaching of English-Secondary
Brown University 1981 — 1984
Bachelor of Arts (B.A.), Political Science
Vanderbilt University 1980 — 1981
Greenwich High School 1977 — 1980
Sandra Cohan Sandra Cohan's Credit Suisse First Boston Experience 1989 - 1990
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Independent November 2008 - Present
BullsEye Resources, Inc. January 2007 - November 2008
Prudential Equity Group December 1990 - October 2006
Credit Suisse First Boston 1989 - 1990
Tucker Anthony & R.L. Day 1986 - 1989
Goldman Sachs 1985 - 1986
Dean Witter 1983 - 1985
National Association for Female Executives 1981 - 1983
Skills
Marketing, Economics, Equity Research, Research, Editing, Capital Markets, Strategic Communications, Proofreading, Newsletters, Copywriting, Copy Editing, Editorial, Online Research, Publications, Report Writing, Interviews
Education
Brown University 1977 — 1981
A.B., English and American Literature
Daniel Hand High School 1973 — 1977
Independent November 2008 - Present
BullsEye Resources, Inc. January 2007 - November 2008
Prudential Equity Group December 1990 - October 2006
Credit Suisse First Boston 1989 - 1990
Tucker Anthony & R.L. Day 1986 - 1989
Goldman Sachs 1985 - 1986
Dean Witter 1983 - 1985
National Association for Female Executives 1981 - 1983
Skills
Marketing, Economics, Equity Research, Research, Editing, Capital Markets, Strategic Communications, Proofreading, Newsletters, Copywriting, Copy Editing, Editorial, Online Research, Publications, Report Writing, Interviews
Education
Brown University 1977 — 1981
A.B., English and American Literature
Daniel Hand High School 1973 — 1977
Siddartha Bhat Siddartha Bhat's Credit Suisse First Boston Experience February 2005 - June 2005
Job Sr. Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2010 - Present
JP Morgan Chase & Company January 2006 - November 2010
JPMorgan Chase July 2005 - January 2006
Credit Suisse First Boston February 2005 - June 2005
RSM Equico November 2004 - January 2005
Vertical Capital Partners July 2003 - March 2004
Skills
Bloomberg, Equities, Securities, Hedge Fund Management, Fixed Income, Corporate Actions, SEI/ NDS/ NFS, Ledger Reconciliation, Cosmic/ Titan / DTC, Advent Geneva, Invest One / Enterprise..., User Acceptance Testing, Relationship Management, Trade Capture Management, Root Cause Analysis, Settlement, Back Office, Hedge Funds, Middle Office, Mutual Funds, Axys, Investments, Banking, Analysis, Finance, Management
Education
Goldey-Beacom College 2010 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Goldey Beacom College 2010 — 2012
Master in Management, Business Administration and Management, General
City University of New York 1999 — 2002
Bachelors of Business Administration, Finance/Economics
BNY Mellon November 2010 - Present
JP Morgan Chase & Company January 2006 - November 2010
JPMorgan Chase July 2005 - January 2006
Credit Suisse First Boston February 2005 - June 2005
RSM Equico November 2004 - January 2005
Vertical Capital Partners July 2003 - March 2004
Skills
Bloomberg, Equities, Securities, Hedge Fund Management, Fixed Income, Corporate Actions, SEI/ NDS/ NFS, Ledger Reconciliation, Cosmic/ Titan / DTC, Advent Geneva, Invest One / Enterprise..., User Acceptance Testing, Relationship Management, Trade Capture Management, Root Cause Analysis, Settlement, Back Office, Hedge Funds, Middle Office, Mutual Funds, Axys, Investments, Banking, Analysis, Finance, Management
Education
Goldey-Beacom College 2010 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Goldey Beacom College 2010 — 2012
Master in Management, Business Administration and Management, General
City University of New York 1999 — 2002
Bachelors of Business Administration, Finance/Economics
Jim Meehan Jim Meehan's Credit Suisse First Boston Experience July 1996 - September 1999
Job Director at PwC
Industry Accounting
Experience
PwC May 2012 - Present
Public Company Accounting Oversight Board October 2003 - May 2012
Deloitte & Touche January 2001 - October 2003
JP Morgan September 1999 - January 2001
Credit Suisse First Boston July 1996 - September 1999
Credit Suisse July 1996 - September 1999
Deloitte & Touche September 1990 - July 1996
Skills
Auditing, Financial Services, Mutual Funds, Broker-Dealer, Sarbanes-Oxley Act, Public Companies, SEC filings, Big 4, Auditing Standards, US GAAP, SAS70, External Audit, Internal Controls, GAAP, Due Diligence, Financial Reporting, Assurance, Financial Accounting, Risk Assessment, Leadership, Sarbanes-Oxley, Accounting, CPA, Consolidation, Internal Audit, Revenue Recognition
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance & Marketing
Binghamton University - School of Management 1988 — 1990
BS, Accounting
State University of New York at Stony Brook 1986 — 1988
Smithtown High School East 1982 — 1986
PwC May 2012 - Present
Public Company Accounting Oversight Board October 2003 - May 2012
Deloitte & Touche January 2001 - October 2003
JP Morgan September 1999 - January 2001
Credit Suisse First Boston July 1996 - September 1999
Credit Suisse July 1996 - September 1999
Deloitte & Touche September 1990 - July 1996
Skills
Auditing, Financial Services, Mutual Funds, Broker-Dealer, Sarbanes-Oxley Act, Public Companies, SEC filings, Big 4, Auditing Standards, US GAAP, SAS70, External Audit, Internal Controls, GAAP, Due Diligence, Financial Reporting, Assurance, Financial Accounting, Risk Assessment, Leadership, Sarbanes-Oxley, Accounting, CPA, Consolidation, Internal Audit, Revenue Recognition
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance & Marketing
Binghamton University - School of Management 1988 — 1990
BS, Accounting
State University of New York at Stony Brook 1986 — 1988
Smithtown High School East 1982 — 1986
Calvin Chau Calvin Chau's Credit Suisse First Boston Experience 2000 - 2006
Job Information Technology and Services Consultant and Professional
Industry Information Technology and Services
Experience
Wipro August 2007 - Present
Credit Suisse June 2000 - November 2006
Credit Suisse First Boston 2000 - 2006
Skills
Project Portfolio..., IT Service Management, ITIL, Virtualization, Disaster Recovery, Data Center, Enterprise Architecture, Integration, IT Strategy, SDLC, Business Analysis, Unix, IT Management, Vendor Management, Requirements Analysis, IT Operations, Business Intelligence, Data Warehousing, System Deployment, Software Project..., PMP, Solution Architecture, Information Technology, SharePoint
Education
Brooklyn College 1984 — 1989
Bachelor of Science (BS), Computer Science
Wipro August 2007 - Present
Credit Suisse June 2000 - November 2006
Credit Suisse First Boston 2000 - 2006
Skills
Project Portfolio..., IT Service Management, ITIL, Virtualization, Disaster Recovery, Data Center, Enterprise Architecture, Integration, IT Strategy, SDLC, Business Analysis, Unix, IT Management, Vendor Management, Requirements Analysis, IT Operations, Business Intelligence, Data Warehousing, System Deployment, Software Project..., PMP, Solution Architecture, Information Technology, SharePoint
Education
Brooklyn College 1984 — 1989
Bachelor of Science (BS), Computer Science
Timothy K. Rider, CFA Timothy K. Rider, CFA's Credit Suisse First Boston Experience August 1995 - July 1999
Job Fixed Income Manager Research Analyst _UBS WM
Industry Investment Management
Experience
UBS WM September 2015 - Present
Payden & Rygel October 1999 - April 2014
Credit Suisse First Boston August 1995 - July 1999
JPMorgan Chase July 1992 - January 1995
Skills
Investments, Fixed Income Portfolio..., Portfolio Management, Global Macro, Strategy, Management, Asset Allocation, Bonds, Credit, Trading, FX trading, Money Management, CRM, Mutual Funds, Securities, Creative Problem Solving, Guest Lecturing, Investment Management, Investment Strategies, Capital Markets, Fixed Income, Financial Markets, Series 7, Series 63, Series 3, Interest Rates, Asset Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1990 — 1992
MBA, Finance
Brown University
BS, Applied Math/Economics
Manhasset High School
UBS WM September 2015 - Present
Payden & Rygel October 1999 - April 2014
Credit Suisse First Boston August 1995 - July 1999
JPMorgan Chase July 1992 - January 1995
Skills
Investments, Fixed Income Portfolio..., Portfolio Management, Global Macro, Strategy, Management, Asset Allocation, Bonds, Credit, Trading, FX trading, Money Management, CRM, Mutual Funds, Securities, Creative Problem Solving, Guest Lecturing, Investment Management, Investment Strategies, Capital Markets, Fixed Income, Financial Markets, Series 7, Series 63, Series 3, Interest Rates, Asset Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1990 — 1992
MBA, Finance
Brown University
BS, Applied Math/Economics
Manhasset High School
Carlos Gomez-Lopez, CFA Carlos Gomez-Lopez, CFA's Credit Suisse First Boston Experience July 1997 - November 1999
Job Head of LatAm Financial Institutions at HSBC Securities
Industry Financial Services
Experience
HSBC Securities May 2013 - Present
Esemplia Emerging Markets December 2005 - March 2013
Citigroup Asset Management January 1999 - December 2005
Credit Suisse First Boston July 1997 - November 1999
PARIBAS September 1993 - July 1997
Skills
Equities, Capital Markets, Valuation, Financial Modeling, Fixed Income, Emerging Markets, Equity Research, Hedge Funds, Asset Managment, Bloomberg, Investments, Portfolio Management, Private Equity, Financial Analysis, Investment Banking, Investment Management, Series 7, M, IPO, DCF, Business Valuation, Economics
Education
Brandeis University, Lemberg - International Business School 1991 — 1993
Master's degree, International Economics and Finance
Universidad Autónoma de Madrid 1991 — 1993
PhD - ABD, Economics
Universidad Autónoma de Madrid 1986 — 1991
Licenciado, Economics
HSBC Securities May 2013 - Present
Esemplia Emerging Markets December 2005 - March 2013
Citigroup Asset Management January 1999 - December 2005
Credit Suisse First Boston July 1997 - November 1999
PARIBAS September 1993 - July 1997
Skills
Equities, Capital Markets, Valuation, Financial Modeling, Fixed Income, Emerging Markets, Equity Research, Hedge Funds, Asset Managment, Bloomberg, Investments, Portfolio Management, Private Equity, Financial Analysis, Investment Banking, Investment Management, Series 7, M, IPO, DCF, Business Valuation, Economics
Education
Brandeis University, Lemberg - International Business School 1991 — 1993
Master's degree, International Economics and Finance
Universidad Autónoma de Madrid 1991 — 1993
PhD - ABD, Economics
Universidad Autónoma de Madrid 1986 — 1991
Licenciado, Economics
Rebecca Erskine's Credit Suisse First Boston Experience September 1999 - May 2002
Job Customer Service & Shipping
Industry Mechanical or Industrial Engineering
Experience
Air Logistics Corporation F.A.C.S February 2014 - Present
Sylvia Woods Harp Center March 2006 - August 2013
Payden & Rygel March 2005 - March 2006
Disney Consumer Products September 2004 - March 2005
Self-Employed May 1998 - August 2004
Credit Suisse First Boston September 1999 - May 2002
Shifrin Market Research September 1998 - September 1999
Skills
Operations Management, Organizational Design, Customer Service, Problem Solving, Highly detail oriented, Highly personable, Organization, Community Outreach, Leadership, Microsoft Word, Purchasing, Time Management, PowerPoint, Retail, Training, Event Planning, Strategic Planning, Human Resources, Team Building
Education
SUNY Purchase Conservatory of Music 1996 — 1998
Master of Fine Arts (MFA), Violin Performance
Boston University 1992 — 1996
Bachelor of Music, Violin Performance, summa cum laude
Air Logistics Corporation F.A.C.S February 2014 - Present
Sylvia Woods Harp Center March 2006 - August 2013
Payden & Rygel March 2005 - March 2006
Disney Consumer Products September 2004 - March 2005
Self-Employed May 1998 - August 2004
Credit Suisse First Boston September 1999 - May 2002
Shifrin Market Research September 1998 - September 1999
Skills
Operations Management, Organizational Design, Customer Service, Problem Solving, Highly detail oriented, Highly personable, Organization, Community Outreach, Leadership, Microsoft Word, Purchasing, Time Management, PowerPoint, Retail, Training, Event Planning, Strategic Planning, Human Resources, Team Building
Education
SUNY Purchase Conservatory of Music 1996 — 1998
Master of Fine Arts (MFA), Violin Performance
Boston University 1992 — 1996
Bachelor of Music, Violin Performance, summa cum laude
Ellen Hartwell Blais Ellen Hartwell Blais's Credit Suisse First Boston Experience 1994 - 1999
Job
Industry Nonprofit Organization Management
Experience
STRIVE/East Harlem Employment Service, Inc. April 2010 - Present
Credit Suisse First Boston 1994 - 1999
Capital Cities/ABC (now Disney-ABC Television Group) 1993 - 1994
Credit Suisse First Boston 1987 - 1993
Skills
Fundraising, Non-profit Program..., Non-profit..., Marketing Communications, Strategic Planning, Financial Analysis, Budgets, Grant Management, Grant Writing, Competitive Analysis, Fund E-Z, Microsoft Excel, Microsoft Word, PowerPoint, Research, Microsoft Office, Grants, Training
Education
Brown University
Bachelor of Arts (BA), History, With Honors
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, Economics
STRIVE/East Harlem Employment Service, Inc. April 2010 - Present
Credit Suisse First Boston 1994 - 1999
Capital Cities/ABC (now Disney-ABC Television Group) 1993 - 1994
Credit Suisse First Boston 1987 - 1993
Skills
Fundraising, Non-profit Program..., Non-profit..., Marketing Communications, Strategic Planning, Financial Analysis, Budgets, Grant Management, Grant Writing, Competitive Analysis, Fund E-Z, Microsoft Excel, Microsoft Word, PowerPoint, Research, Microsoft Office, Grants, Training
Education
Brown University
Bachelor of Arts (BA), History, With Honors
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, Economics
Javier Castelan Javier Castelan's Credit Suisse First Boston Experience July 2001 - August 2006
Job AVP Bilingual International Accountant, Accounting Operations
Industry Banking
Experience
Bank of America July 2010 - February 2014
Credit Suisse First Boston July 2001 - August 2006
Bank One May 2000 - July 2001
BankBoston December 1999 - April 2000
Bank of Tokyo-Mitsubishi October 1997 - November 1999
Societe Generale January 1996 - October 1997
Bank of America November 1994 - December 1995
Banca Cremi June 1993 - November 1994
Skills
Internal Audit, Banking, Internal Controls, Auditing, Finance, Account Reconciliation, Accounting, Financial Audits, Financial Services, Financial Statements, GAAP, Loans, Financial Risk, Credit
Education
Universidad Nacional Autónoma de México 1990 — 1994
Accountant, Accounting
Universidad Nacional Autónoma de México 1999 — 2002
MBA, Finance
Central Piedmont Community College 2008 — 2010
Associate, Accounting Program
Bank of America July 2010 - February 2014
Credit Suisse First Boston July 2001 - August 2006
Bank One May 2000 - July 2001
BankBoston December 1999 - April 2000
Bank of Tokyo-Mitsubishi October 1997 - November 1999
Societe Generale January 1996 - October 1997
Bank of America November 1994 - December 1995
Banca Cremi June 1993 - November 1994
Skills
Internal Audit, Banking, Internal Controls, Auditing, Finance, Account Reconciliation, Accounting, Financial Audits, Financial Services, Financial Statements, GAAP, Loans, Financial Risk, Credit
Education
Universidad Nacional Autónoma de México 1990 — 1994
Accountant, Accounting
Universidad Nacional Autónoma de México 1999 — 2002
MBA, Finance
Central Piedmont Community College 2008 — 2010
Associate, Accounting Program
Jeff LaMarca's Credit Suisse First Boston Experience 2001 - 2001
Job Longterm value investor
Industry Investment Management
Experience
Marcellus Capital Management 2010 - Present
Ridgeback Capital Management 2008 - 2009
Sigma Capital Management 2003 - 2004
Kingdon Capital Management 2001 - 2003
Credit Suisse First Boston 2001 - 2001
Salomon Smith Barney 2000 - 2001
Education
Boston College 1994 — 1998
Marcellus Capital Management 2010 - Present
Ridgeback Capital Management 2008 - 2009
Sigma Capital Management 2003 - 2004
Kingdon Capital Management 2001 - 2003
Credit Suisse First Boston 2001 - 2001
Salomon Smith Barney 2000 - 2001
Education
Boston College 1994 — 1998
Oscar Cabrera's Credit Suisse First Boston Experience April 2000 - February 2003
Job Americas Head of Global Markets I&IB Client Onboarding at Australia and New Zealand Banking Group Limited
Industry Financial Services
Experience
ANZ November 2012 - Present
ANZ April 2011 - November 2012
Credit Suisse Securities LLC May 2010 - January 2011
Credit Suisse Securities LLC February 2003 - April 2010
Credit Suisse First Boston April 2000 - February 2003
Skills
Securities, KYC, Onboarding, Fixed Income, Bloomberg, Derivatives, Capital Markets, Trading, Investments, Hedge Funds, Portfolio Management, Bonds, Risk Management, Investment Banking, Middle Office, Series 7, Series 63, Series 99, AML, Foreign Exchange, Settlement, Financial Services, Investment Management, Relationship Management, Operational Risk, Back Office, Currency, Money Market, Equities, Banking, Structured Products, Management, Finance
Education
Boston University - School of Management 2008 — 2009
Masters, Finance, Investment Management
Boston University 1995 — 1999
BA, Environmental Science/Biology
ANZ November 2012 - Present
ANZ April 2011 - November 2012
Credit Suisse Securities LLC May 2010 - January 2011
Credit Suisse Securities LLC February 2003 - April 2010
Credit Suisse First Boston April 2000 - February 2003
Skills
Securities, KYC, Onboarding, Fixed Income, Bloomberg, Derivatives, Capital Markets, Trading, Investments, Hedge Funds, Portfolio Management, Bonds, Risk Management, Investment Banking, Middle Office, Series 7, Series 63, Series 99, AML, Foreign Exchange, Settlement, Financial Services, Investment Management, Relationship Management, Operational Risk, Back Office, Currency, Money Market, Equities, Banking, Structured Products, Management, Finance
Education
Boston University - School of Management 2008 — 2009
Masters, Finance, Investment Management
Boston University 1995 — 1999
BA, Environmental Science/Biology
Ramesh Krish Ramesh Krish's Credit Suisse First Boston Experience June 2005 - May 2007
Job
Industry Biotechnology
Experience
Presbyterian Healthcare Services January 2015 - Present
Amgen May 2007 - December 2014
Credit Suisse First Boston June 2005 - May 2007
Credit Suisse 2005 - 2007
Ansell Healthcare November 2003 - April 2005
Xansa 2001 - 2003
marchFIRST April 1999 - February 2001
Mitchell Madison Group (marchFIRST) 1999 - 2001
Schering Plough 1997 - 1998
Skills
Strategic Sourcing, Business Transformation, Outsourcing, Shared..., Vendor Management, Business Process..., Procurement, Supply Management, Global Sourcing, Change Management, Cross-functional Team..., Acquisition Integration, Offshoring, Business Process..., Process Improvement, Sourcing, Outsourcing, Shared Services, ERP, Project Portfolio..., Contract Negotiation, Procure-to-Pay, Process Engineering, Spend Analysis, Forecasting, Strategy, Risk Management, IT Strategy, Supply Chain Management, Operational Excellence, Contract Management, Resource Management, Mergers & Acquisitions, Supply Chain, Program Management, Management, Management Consulting, SAP, Six Sigma, Supply Chain..., RFP, Operations Management, Purchasing, Business Strategy, E-procurement, IT Outsourcing, Logistics, Organizational Design, Executive Management, Human Resources, Governance
Education
Rutgers University-New Brunswick 1994 — 1996
MBA
Rutgers, The State University of New Jersey-Newark 1994 — 1996
MBA
Birla Institute of Technology and Science 1985 — 1989
MS
Campion School, Trichy 1972 — 1985
1985
Presbyterian Healthcare Services January 2015 - Present
Amgen May 2007 - December 2014
Credit Suisse First Boston June 2005 - May 2007
Credit Suisse 2005 - 2007
Ansell Healthcare November 2003 - April 2005
Xansa 2001 - 2003
marchFIRST April 1999 - February 2001
Mitchell Madison Group (marchFIRST) 1999 - 2001
Schering Plough 1997 - 1998
Skills
Strategic Sourcing, Business Transformation, Outsourcing, Shared..., Vendor Management, Business Process..., Procurement, Supply Management, Global Sourcing, Change Management, Cross-functional Team..., Acquisition Integration, Offshoring, Business Process..., Process Improvement, Sourcing, Outsourcing, Shared Services, ERP, Project Portfolio..., Contract Negotiation, Procure-to-Pay, Process Engineering, Spend Analysis, Forecasting, Strategy, Risk Management, IT Strategy, Supply Chain Management, Operational Excellence, Contract Management, Resource Management, Mergers & Acquisitions, Supply Chain, Program Management, Management, Management Consulting, SAP, Six Sigma, Supply Chain..., RFP, Operations Management, Purchasing, Business Strategy, E-procurement, IT Outsourcing, Logistics, Organizational Design, Executive Management, Human Resources, Governance
Education
Rutgers University-New Brunswick 1994 — 1996
MBA
Rutgers, The State University of New Jersey-Newark 1994 — 1996
MBA
Birla Institute of Technology and Science 1985 — 1989
MS
Campion School, Trichy 1972 — 1985
1985
Peter Skirko's Credit Suisse First Boston Experience October 2009 - April 2011
Job Software Engineer at Google
Industry Computer Software
Experience
Google August 2014 - Present
Epoxy, Inc August 2012 - August 2014
Mixpanel, Inc. September 2011 - June 2012
Credit Suisse First Boston October 2009 - April 2011
Three Byte Intermedia May 2009 - September 2009
Proto Software January 2006 - January 2009
Adobe Systems July 2002 - July 2005
Skills
C++, Amazon Web Services..., Backbone.js, Python, C, CSS, CSS3, Functional Programming, Git, HTML, HTML 5, iOS, JavaScript, jQuery, Linux, MongoDB, MySQL, Nginx, Node.js, Objective-C, OOP, Redis, Ruby, Ruby on Rails, Scalability
Education
Brown University 1998 — 2002
Sc.B., Computer Science/Applied Mathematics, Magna Cum Laude
Tenri
Google August 2014 - Present
Epoxy, Inc August 2012 - August 2014
Mixpanel, Inc. September 2011 - June 2012
Credit Suisse First Boston October 2009 - April 2011
Three Byte Intermedia May 2009 - September 2009
Proto Software January 2006 - January 2009
Adobe Systems July 2002 - July 2005
Skills
C++, Amazon Web Services..., Backbone.js, Python, C, CSS, CSS3, Functional Programming, Git, HTML, HTML 5, iOS, JavaScript, jQuery, Linux, MongoDB, MySQL, Nginx, Node.js, Objective-C, OOP, Redis, Ruby, Ruby on Rails, Scalability
Education
Brown University 1998 — 2002
Sc.B., Computer Science/Applied Mathematics, Magna Cum Laude
Tenri
Scott Guerrier, CPA, MBA's Credit Suisse First Boston Experience November 1996 - August 2002
Job Basel Management Reporting
Industry Financial Services
Experience
Credit Suisse September 2013 - Present
Accounting Policy and SEC Reporting January 2010 - August 2013
SUNTRUST February 2009 - December 2009
Lehman Brothers March 2008 - October 2008
Morgan Stanley September 2002 - February 2008
Credit Suisse First Boston November 1996 - August 2002
Skills
Accounting Policy, SEC Financial Reporting, US GAAP reporting, Legal Entity..., Asset Derecognition, Hedge Accounting, Derivatives, Asset-backed..., Intangible Assets, Residential Mortgages, Commercial Mortgages, CLO, Fair Value, SOX 404, Disclosure, Basel II, Balance Sheet Review, Structured Products, Treasury, Impairment Testing, IFRS, CLN, FAS, Mergers & Acquisitions, Securitization, Capital Markets, Investment Banking, Finance, Equities, Structured Finance, Consolidation, Policy, Portfolio Management, Financial Services
Education
Boston University - School of Management
B.S.B.A
FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS
MBA
Credit Suisse September 2013 - Present
Accounting Policy and SEC Reporting January 2010 - August 2013
SUNTRUST February 2009 - December 2009
Lehman Brothers March 2008 - October 2008
Morgan Stanley September 2002 - February 2008
Credit Suisse First Boston November 1996 - August 2002
Skills
Accounting Policy, SEC Financial Reporting, US GAAP reporting, Legal Entity..., Asset Derecognition, Hedge Accounting, Derivatives, Asset-backed..., Intangible Assets, Residential Mortgages, Commercial Mortgages, CLO, Fair Value, SOX 404, Disclosure, Basel II, Balance Sheet Review, Structured Products, Treasury, Impairment Testing, IFRS, CLN, FAS, Mergers & Acquisitions, Securitization, Capital Markets, Investment Banking, Finance, Equities, Structured Finance, Consolidation, Policy, Portfolio Management, Financial Services
Education
Boston University - School of Management
B.S.B.A
FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS
MBA
Norm Alpert Norm Alpert's Credit Suisse First Boston Experience August 1984 - April 1988
Job CoPresident and Founding Partner
Industry Venture Capital & Private Equity
Experience
Vestar Capital Partners April 1988 - Present
Credit Suisse First Boston August 1984 - April 1988
Manufacturers Hanover Trust June 1980 - August 1984
Skills
Private Equity, Capital Markets, Corporate Development, Valuation, Alternative Investments, Due Diligence, LBO, Equities, Mergers & Acquisitions, Investment Banking, Financial Modeling, Asset Management, Investments, Venture Capital, Corporate Finance, Strategy, Hedge Funds, Entrepreneurship, Fixed Income, Portfolio Management, Emerging Markets, Start-ups, Financial Analysis
Education
Brown University 1977 — 1980
AB, History/Economics
Vestar Capital Partners April 1988 - Present
Credit Suisse First Boston August 1984 - April 1988
Manufacturers Hanover Trust June 1980 - August 1984
Skills
Private Equity, Capital Markets, Corporate Development, Valuation, Alternative Investments, Due Diligence, LBO, Equities, Mergers & Acquisitions, Investment Banking, Financial Modeling, Asset Management, Investments, Venture Capital, Corporate Finance, Strategy, Hedge Funds, Entrepreneurship, Fixed Income, Portfolio Management, Emerging Markets, Start-ups, Financial Analysis
Education
Brown University 1977 — 1980
AB, History/Economics
Igor Shpak Igor Shpak's Credit Suisse First Boston Experience January 2001 - October 2001
Job Director at The Estée Lauder Companies Inc.
Industry Information Technology and Services
Experience
The Estée Lauder Companies Inc. 2014 - Present
The Estée Lauder Companies Inc. 2010 - 2014
The Estée Lauder Companies Inc. 2003 - 2010
LensPalace Inc. April 1999 - July 2008
Credit Suisse First Boston January 2001 - October 2001
Snickelways 1999 - January 2001
Equitable - AXA Financial March 1998 - November 1999
Business Logic January 1997 - November 1998
Skills
XML, PL/SQL, JavaScript, HTML, Windows, T-SQL, VBScript, AJAX, Access, Microsoft Office, Photoshop, Microsoft SQL Server, VB.NET, ASP.NET, Web Services, Oracle, Databases, .NET, Visual Basic, SDLC, ASP, IIS, Database Design, Integration, Programming, Software Design, E-commerce, ADO.NET, SQL, User Interface Design, Security, CSS, Web Development, Software Development, jQuery, Requirements Analysis, SOA, Visual Studio, Web Applications, Servers, Enterprise Architecture, Microsoft Technologies, Windows Server, Architecture, HTML 5, Testing, Crystal Reports, SharePoint, Visio
Education
Brooklyn College 1998 — 2005
MS, Information Systems
Brooklyn College 1992 — 1997
BS, Computer Science
Sheepshead Bay
Sheepshead Bay
The Estée Lauder Companies Inc. 2014 - Present
The Estée Lauder Companies Inc. 2010 - 2014
The Estée Lauder Companies Inc. 2003 - 2010
LensPalace Inc. April 1999 - July 2008
Credit Suisse First Boston January 2001 - October 2001
Snickelways 1999 - January 2001
Equitable - AXA Financial March 1998 - November 1999
Business Logic January 1997 - November 1998
Skills
XML, PL/SQL, JavaScript, HTML, Windows, T-SQL, VBScript, AJAX, Access, Microsoft Office, Photoshop, Microsoft SQL Server, VB.NET, ASP.NET, Web Services, Oracle, Databases, .NET, Visual Basic, SDLC, ASP, IIS, Database Design, Integration, Programming, Software Design, E-commerce, ADO.NET, SQL, User Interface Design, Security, CSS, Web Development, Software Development, jQuery, Requirements Analysis, SOA, Visual Studio, Web Applications, Servers, Enterprise Architecture, Microsoft Technologies, Windows Server, Architecture, HTML 5, Testing, Crystal Reports, SharePoint, Visio
Education
Brooklyn College 1998 — 2005
MS, Information Systems
Brooklyn College 1992 — 1997
BS, Computer Science
Sheepshead Bay
Sheepshead Bay
Enrique Jaen Enrique Jaen's Credit Suisse First Boston Experience January 2000 - May 2000
Job VP Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2008 - Present
Bear Stearns January 2003 - April 2008
Bear Stearns December 2000 - December 2002
Stony Brook University September 1995 - December 2000
AdviceTools June 2000 - November 2000
Credit Suisse First Boston January 2000 - May 2000
Baltimore City Public Schools September 1993 - June 1995
Peace Corps November 1990 - December 1992
Skills
Fund Of Funds, Fixed Income, Alternative Investments, Series 7, Asset Allocation, Wealth Management, Asset Managment, Series 63, Mutual Funds, Investment Management, Portfolio Management, Equities, Investments, Securities, Hedge Funds, Financial Analysis
Education
Stony Brook University 1995 — 2000
Ph.D., Applied Mathematics
Towson University 1993 — 1995
MAT, Secondary School Mathematics
Binghamton University 1983 — 1990
BS, Mathematical Physics
RBC Wealth Management April 2008 - Present
Bear Stearns January 2003 - April 2008
Bear Stearns December 2000 - December 2002
Stony Brook University September 1995 - December 2000
AdviceTools June 2000 - November 2000
Credit Suisse First Boston January 2000 - May 2000
Baltimore City Public Schools September 1993 - June 1995
Peace Corps November 1990 - December 1992
Skills
Fund Of Funds, Fixed Income, Alternative Investments, Series 7, Asset Allocation, Wealth Management, Asset Managment, Series 63, Mutual Funds, Investment Management, Portfolio Management, Equities, Investments, Securities, Hedge Funds, Financial Analysis
Education
Stony Brook University 1995 — 2000
Ph.D., Applied Mathematics
Towson University 1993 — 1995
MAT, Secondary School Mathematics
Binghamton University 1983 — 1990
BS, Mathematical Physics
David Christensen David Christensen's Credit Suisse First Boston Experience March 2002 - August 2004
Job Mining Investment Professional
Industry Investment Management
Experience
ASA Gold and Precious Metals Limited 2007 - Present
Denver Gold Group 2010 - Present
Hecla Mining Company 2002 - May 2011
Gabriel Resources 2005 - 2007
Credit Suisse First Boston March 2002 - August 2004
Merrill Lynch 1994 - 2001
Franklin Templeton Investments 1987 - 1994
Skills
Negotiation, Hedge Funds, Alternative Investments, Private Equity, Equity Research, Trading, Emerging Markets, Investment Banking, Portfolio Management, Venture Capital, IPO, Financial Analysis, Corporate Development, Capital Raising, Base Metals, Precious Metals, Strategy, Mineral Exploration, Minerals, Diamonds, Private Placements
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International Business
California State University-Chico 1982 — 1985
Bachelor of Science (BS), International Business
SYV High
ASA Gold and Precious Metals Limited 2007 - Present
Denver Gold Group 2010 - Present
Hecla Mining Company 2002 - May 2011
Gabriel Resources 2005 - 2007
Credit Suisse First Boston March 2002 - August 2004
Merrill Lynch 1994 - 2001
Franklin Templeton Investments 1987 - 1994
Skills
Negotiation, Hedge Funds, Alternative Investments, Private Equity, Equity Research, Trading, Emerging Markets, Investment Banking, Portfolio Management, Venture Capital, IPO, Financial Analysis, Corporate Development, Capital Raising, Base Metals, Precious Metals, Strategy, Mineral Exploration, Minerals, Diamonds, Private Placements
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International Business
California State University-Chico 1982 — 1985
Bachelor of Science (BS), International Business
SYV High
Melissa Roach Melissa Roach's Credit Suisse First Boston Experience October 2000 - April 2001
Job Web Developer at PixelMEDIA
Industry Internet
Experience
PixelMEDIA February 2008 - Present
Japan Society, New York July 2003 - February 2008
Japan Society, New York February 2001 - July 2003
Credit Suisse First Boston October 2000 - April 2001
Education
New York University 2005 — 2006
Certificate in Web Development
Boston University 1995 — 1999
BA, East Asian Studies
PixelMEDIA February 2008 - Present
Japan Society, New York July 2003 - February 2008
Japan Society, New York February 2001 - July 2003
Credit Suisse First Boston October 2000 - April 2001
Education
New York University 2005 — 2006
Certificate in Web Development
Boston University 1995 — 1999
BA, East Asian Studies
Erik Leo, CFA's Credit Suisse First Boston Experience July 1999 - July 2001
Job API Specialist at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP May 2014 - Present
Idonea Consulting February 2012 - May 2014
BNP Paribas March 2005 - November 2010
M. Safra & Co. July 2001 - December 2004
Credit Suisse First Boston July 1999 - July 2001
Skills
Fixed Income, Bloomberg, VBA, Risk Analysis, Credit Derivatives, Excel, Trading, Equities, Microsoft Excel, Hedge Funds, Options, Electronic Trading, Financial Risk, Financial Markets, Bonds, Market Data
Education
IE (Instituto de Empresa) 2010 — 2011
International MBA
Carnegie Mellon University 1995 — 1999
Bachelors, Electrical & Computer Engineering
Bloomberg LP May 2014 - Present
Idonea Consulting February 2012 - May 2014
BNP Paribas March 2005 - November 2010
M. Safra & Co. July 2001 - December 2004
Credit Suisse First Boston July 1999 - July 2001
Skills
Fixed Income, Bloomberg, VBA, Risk Analysis, Credit Derivatives, Excel, Trading, Equities, Microsoft Excel, Hedge Funds, Options, Electronic Trading, Financial Risk, Financial Markets, Bonds, Market Data
Education
IE (Instituto de Empresa) 2010 — 2011
International MBA
Carnegie Mellon University 1995 — 1999
Bachelors, Electrical & Computer Engineering
Andrea (Sawicki) Spatola Andrea (Sawicki) Spatola's Credit Suisse First Boston Experience 1998 - 1999
Job Sr. Investment Analyst
Industry Financial Services
Experience
US Steel and Carnegie Pension Fund October 2013 - Present
MPayMe (USA) LLC September 2012 - April 2013
Prudential Financial July 2011 - September 2012
Tupelo Capital Management August 1999 - December 2009
Credit Suisse First Boston 1998 - 1999
Deutsche Bank Securities 1996 - 1998
Digital Equipment BCFI AB 1987 - 1994
Skills
Equities, Investments, Financial Modeling, Portfolio Management, Financial Analysis, Asset Managment, Alternative Investments, Hedge Funds, Valuation, Equity Research, Capital Markets, Financial Markets, Mutual Funds, Securities, Trading
Education
University of Massachusetts, Amherst 1981 — 1985
BS, Engineering
Boston University Questrom School of Business
MBA, Financial Services
US Steel and Carnegie Pension Fund October 2013 - Present
MPayMe (USA) LLC September 2012 - April 2013
Prudential Financial July 2011 - September 2012
Tupelo Capital Management August 1999 - December 2009
Credit Suisse First Boston 1998 - 1999
Deutsche Bank Securities 1996 - 1998
Digital Equipment BCFI AB 1987 - 1994
Skills
Equities, Investments, Financial Modeling, Portfolio Management, Financial Analysis, Asset Managment, Alternative Investments, Hedge Funds, Valuation, Equity Research, Capital Markets, Financial Markets, Mutual Funds, Securities, Trading
Education
University of Massachusetts, Amherst 1981 — 1985
BS, Engineering
Boston University Questrom School of Business
MBA, Financial Services
Jon J. Erario's Credit Suisse First Boston Experience 1993 - 1999
Job Manager of Marketing Systems
Industry Marketing and Advertising
Experience
Thomas Publishing Company, LLC 2005 - Present
Credit Suisse First Boston 1993 - 1999
Skills
Salesforce.com, Webinars, B2B Marketing, Email Marketing, Web Analytics, Online Advertising, Lead Generation, SEM, Demand Generation, Social Media Marketing, Marketing Strategy, Web Marketing, B2B, E-commerce, Online Marketing, PPC, Digital Marketing, SEO, Website Development, Advertising, Internet Strategy, Customer Acquisition, Digital Media, Customer Service, Marketing, Social Networking, Direct Marketing, Marketing Communications, Mobile Marketing, Product Marketing, Digital Strategy, Google Adwords, Web Project Management, Strategic Partnerships, Brand Awareness, Advertising Sales, Interactive Marketing, Search Advertising, Marketing Automation, Online Lead Generation, Integrated Marketing, Google Analytics, Content Strategy, CRM, Brand Development, Content Marketing, Social Marketing, Market Research, Organic Search, Analytics
Education
Boston College 1993 — 1998
BS, Marketing
Thomas Publishing Company, LLC 2005 - Present
Credit Suisse First Boston 1993 - 1999
Skills
Salesforce.com, Webinars, B2B Marketing, Email Marketing, Web Analytics, Online Advertising, Lead Generation, SEM, Demand Generation, Social Media Marketing, Marketing Strategy, Web Marketing, B2B, E-commerce, Online Marketing, PPC, Digital Marketing, SEO, Website Development, Advertising, Internet Strategy, Customer Acquisition, Digital Media, Customer Service, Marketing, Social Networking, Direct Marketing, Marketing Communications, Mobile Marketing, Product Marketing, Digital Strategy, Google Adwords, Web Project Management, Strategic Partnerships, Brand Awareness, Advertising Sales, Interactive Marketing, Search Advertising, Marketing Automation, Online Lead Generation, Integrated Marketing, Google Analytics, Content Strategy, CRM, Brand Development, Content Marketing, Social Marketing, Market Research, Organic Search, Analytics
Education
Boston College 1993 — 1998
BS, Marketing
Donna Ichel Donna Ichel's Credit Suisse First Boston Experience 1987 - 1993
Job Sourcing Manager at Healthfirst
Industry Hospital & Health Care
Experience
Healthfirst January 2015 - Present
Adecco Staffing August 2010 - October 2014
Adecco Staffing November 2004 - August 2010
Festo Corporation 2002 - 2004
Now Electronics 1998 - 2001
Accurate Components 1997 - 1998
Credit Suisse First Boston 1987 - 1993
Skills
Cisco Technologies, Vendor Management, PeopleSoft, Process Improvement, Sourcing, Strategic Sourcing, Human Resources, Business Process..., Change Management, Hardware, Outsourcing, Purchasing, Contract Negotiation, Leadership, Management, Contract Management, Information Technology, Procurement, Supplier Negotiation, Managed Services, Product Support, RFP, IT Procurement
Education
Binghamton University - School of Management
Bachelor of Science, Management
Healthfirst January 2015 - Present
Adecco Staffing August 2010 - October 2014
Adecco Staffing November 2004 - August 2010
Festo Corporation 2002 - 2004
Now Electronics 1998 - 2001
Accurate Components 1997 - 1998
Credit Suisse First Boston 1987 - 1993
Skills
Cisco Technologies, Vendor Management, PeopleSoft, Process Improvement, Sourcing, Strategic Sourcing, Human Resources, Business Process..., Change Management, Hardware, Outsourcing, Purchasing, Contract Negotiation, Leadership, Management, Contract Management, Information Technology, Procurement, Supplier Negotiation, Managed Services, Product Support, RFP, IT Procurement
Education
Binghamton University - School of Management
Bachelor of Science, Management
Christopher Lally's Credit Suisse First Boston Experience June 1999 - February 2004
Job Senior Vice President at England & Company
Industry Investment Banking
Experience
England & Company September 2014 - Present
The Seaport Group August 2012 - June 2014
Strathmore Advisors LLC March 2012 - July 2012
CIBC World Markets (subsequently Oppenheimer & Co.) June 2007 - November 2011
UBS Investment Bank June 2004 - June 2007
Credit Suisse First Boston June 1999 - February 2004
Credit Suisse First Boston - London 1999 - 2002
BHF-BANK June 1994 - March 1999
Skills
Leveraged Finance, LBO, Investment Banking, Capital Markets, Valuation, Private Equity, Restructuring, Structured Finance, Special Situations, Financial Structuring, Fixed Income, Financial Sponsors, Equities, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Bowdoin College 1990 — 1994
BA, German, Economics
Chaminade High School
England & Company September 2014 - Present
The Seaport Group August 2012 - June 2014
Strathmore Advisors LLC March 2012 - July 2012
CIBC World Markets (subsequently Oppenheimer & Co.) June 2007 - November 2011
UBS Investment Bank June 2004 - June 2007
Credit Suisse First Boston June 1999 - February 2004
Credit Suisse First Boston - London 1999 - 2002
BHF-BANK June 1994 - March 1999
Skills
Leveraged Finance, LBO, Investment Banking, Capital Markets, Valuation, Private Equity, Restructuring, Structured Finance, Special Situations, Financial Structuring, Fixed Income, Financial Sponsors, Equities, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Bowdoin College 1990 — 1994
BA, German, Economics
Chaminade High School
Elizabeth Geiler's Credit Suisse First Boston Experience March 1992 - April 2000
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Edge October 2010 - Present
Bank of America May 2009 - October 2010
Bank of America March 2005 - May 2009
State Street Research May 2001 - January 2005
Credit Suisse First Boston March 1992 - April 2000
Skills
Series 24, Series 7, Investment Products, Securities, Mutual Funds, Program Management, Process Improvement, Client Service, Compliance, Risk Management, Investments, Financial Services, Strategic Financial..., Equities, Investment Management, Fixed Income, Financial Planning
Education
Boston University 1985 — 1989
BA, International Relations - Business & Economics; Minor in French
Westhill High School
Bank of America Merrill Edge October 2010 - Present
Bank of America May 2009 - October 2010
Bank of America March 2005 - May 2009
State Street Research May 2001 - January 2005
Credit Suisse First Boston March 1992 - April 2000
Skills
Series 24, Series 7, Investment Products, Securities, Mutual Funds, Program Management, Process Improvement, Client Service, Compliance, Risk Management, Investments, Financial Services, Strategic Financial..., Equities, Investment Management, Fixed Income, Financial Planning
Education
Boston University 1985 — 1989
BA, International Relations - Business & Economics; Minor in French
Westhill High School
Charles McNally Charles McNally's Credit Suisse First Boston Experience 1991 - 1992
Job Chief Portfolio Strategist at American Independence Financial Services LLC
Industry Investment Management
Experience
American Independence Financial Services LLC January 2013 - Present
Lyster Watson & Company 1999 - May 2012
Jefferies & Company 1994 - 1997
Zenith Group 1993 - 1993
Credit Suisse First Boston 1991 - 1992
Salomon Brothers 1985 - 1991
Goldman Sachs 1979 - 1985
Skills
Alternative Investments, Portfolio Management, Asset Management, Risk Management, Asset Allocation, Hedge Funds, Fixed Income, Due Diligence, Equities, Asset Managment, Investments, Trading, Options, Fund Of Funds, Financial Modeling, Private Equity, Investment Strategies, Mutual Funds, Investment Advisory, Institutional...
Education
New York University 1977 — 1979
Mathematics
University of Cambridge 1976 — 1977
Mathematics
Brown University 1972 — 1976
Sc.B., Applied Mathematics
American Independence Financial Services LLC January 2013 - Present
Lyster Watson & Company 1999 - May 2012
Jefferies & Company 1994 - 1997
Zenith Group 1993 - 1993
Credit Suisse First Boston 1991 - 1992
Salomon Brothers 1985 - 1991
Goldman Sachs 1979 - 1985
Skills
Alternative Investments, Portfolio Management, Asset Management, Risk Management, Asset Allocation, Hedge Funds, Fixed Income, Due Diligence, Equities, Asset Managment, Investments, Trading, Options, Fund Of Funds, Financial Modeling, Private Equity, Investment Strategies, Mutual Funds, Investment Advisory, Institutional...
Education
New York University 1977 — 1979
Mathematics
University of Cambridge 1976 — 1977
Mathematics
Brown University 1972 — 1976
Sc.B., Applied Mathematics
Henry Domenici Henry Domenici's Credit Suisse First Boston Experience June 1996 - March 1997
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers March 1997 - September 2008
Credit Suisse First Boston June 1996 - March 1997
IBM Credit Corporation June 1994 - June 1996
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1994
MBA/MSIA, Finance, Strategy
The Cooper Union for the Advancement of Science and Art 1988 — 1992
BE, Electrical Engineering
Morgan Stanley August 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers March 1997 - September 2008
Credit Suisse First Boston June 1996 - March 1997
IBM Credit Corporation June 1994 - June 1996
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1994
MBA/MSIA, Finance, Strategy
The Cooper Union for the Advancement of Science and Art 1988 — 1992
BE, Electrical Engineering
Christe Spiers Christe Spiers's Credit Suisse First Boston Experience September 1996 - April 1999
Job Private Client Advisor, Wealth Management, U.S. Trust
Industry Financial Services
Experience
Stifel Nicolaus July 2010 - November 2011
Thomas Weisel Partners May 1999 - June 2010
Credit Suisse First Boston September 1996 - April 1999
Dawson Home Fashions 1992 - 1994
Cosmair 1991 - 1992
Cosmair 1990 - 1991
Skills
Financial Planning, Entrepreneurial Finance, Consultative Approach, Trust Services, Relationship Management, Sales, Investments, Equities, Equity Research, Capital Markets, Hedge Funds, Valuation, Mutual Funds, Financial Analysis, Financial Markets, Financial Services, Leadership, Asset Management, Trading, Marketing, Building Relationships, Investment Banking, Writing, Networking, Business Development, Start-ups, Branding & Identity, Recruiting, Sales Presentations, Investor Relations, Product Management, Product Development, Bloomberg, Series 7, Venture Capital, exit planning
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Boston University 1982 — 1986
B.A., French Language and Literature
Sacred Heart Academy
Stifel Nicolaus July 2010 - November 2011
Thomas Weisel Partners May 1999 - June 2010
Credit Suisse First Boston September 1996 - April 1999
Dawson Home Fashions 1992 - 1994
Cosmair 1991 - 1992
Cosmair 1990 - 1991
Skills
Financial Planning, Entrepreneurial Finance, Consultative Approach, Trust Services, Relationship Management, Sales, Investments, Equities, Equity Research, Capital Markets, Hedge Funds, Valuation, Mutual Funds, Financial Analysis, Financial Markets, Financial Services, Leadership, Asset Management, Trading, Marketing, Building Relationships, Investment Banking, Writing, Networking, Business Development, Start-ups, Branding & Identity, Recruiting, Sales Presentations, Investor Relations, Product Management, Product Development, Bloomberg, Series 7, Venture Capital, exit planning
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Boston University 1982 — 1986
B.A., French Language and Literature
Sacred Heart Academy
Adam Korn Adam Korn's Credit Suisse First Boston Experience July 1997 - February 2000
Job Managing Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2002 - Present
Zebware, Inc. February 2000 - August 2001
Credit Suisse First Boston July 1997 - February 2000
Skills
Electronic Trading, Equities, Dodd-Frank, Risk Management, Portfolio Optimization, Hedge Funds, Equity Derivatives, Derivatives, Trading Systems, Investment Banking
Education
Brown University 1993 — 1997
ScB, Applied Math / Economics
Stuyvesant High School 1990 — 1993
The Center School
Goldman Sachs March 2002 - Present
Zebware, Inc. February 2000 - August 2001
Credit Suisse First Boston July 1997 - February 2000
Skills
Electronic Trading, Equities, Dodd-Frank, Risk Management, Portfolio Optimization, Hedge Funds, Equity Derivatives, Derivatives, Trading Systems, Investment Banking
Education
Brown University 1993 — 1997
ScB, Applied Math / Economics
Stuyvesant High School 1990 — 1993
The Center School
Kim Talarico's Credit Suisse First Boston Experience March 2002 - December 2003
Job Owner at All Dogs Welcome
Industry Nonprofit Organization Management
Experience
Examiner.com January 2012 - Present
All Dogs Welcome January 2011 - Present
KPMG March 2004 - July 2010
Credit Suisse First Boston March 2002 - December 2003
Mellon Investor Services January 2000 - March 2002
Credit Suisse First Boston January 1999 - January 2000
Merrill Lynch November 1995 - December 1998
Assist Consulting Services February 1987 - November 1995
Skills
Business Analysis, IT Strategy, Business Process..., Accounting, Financial Reporting, Process Improvement, Change Management, Program Management, Web Design, Web Development, Social Media, Social Networking, Fundraising, Dogs, Pets, Blogging, Creative Writing, Technical Writing, Report Writing, Feature Articles, Magazine Articles, Editing, Editorial, Facebook, Social Media Marketing, Newsletters, Public Relations, Dog Training, Email Marketing, Publishing, Nonprofits, Public Speaking, Entrepreneurship, Management, Team Building, Marketing Strategy, Small Business, Event Management, SEO, Marketing, Online Marketing, Start-ups, CRM, Training, Leadership, Online Advertising, Software Documentation, Marketing Communications, Advertising, Copywriting
Education
Caldwell College 1974 — 1979
Bachelor of Science, Business Administration
Examiner.com January 2012 - Present
All Dogs Welcome January 2011 - Present
KPMG March 2004 - July 2010
Credit Suisse First Boston March 2002 - December 2003
Mellon Investor Services January 2000 - March 2002
Credit Suisse First Boston January 1999 - January 2000
Merrill Lynch November 1995 - December 1998
Assist Consulting Services February 1987 - November 1995
Skills
Business Analysis, IT Strategy, Business Process..., Accounting, Financial Reporting, Process Improvement, Change Management, Program Management, Web Design, Web Development, Social Media, Social Networking, Fundraising, Dogs, Pets, Blogging, Creative Writing, Technical Writing, Report Writing, Feature Articles, Magazine Articles, Editing, Editorial, Facebook, Social Media Marketing, Newsletters, Public Relations, Dog Training, Email Marketing, Publishing, Nonprofits, Public Speaking, Entrepreneurship, Management, Team Building, Marketing Strategy, Small Business, Event Management, SEO, Marketing, Online Marketing, Start-ups, CRM, Training, Leadership, Online Advertising, Software Documentation, Marketing Communications, Advertising, Copywriting
Education
Caldwell College 1974 — 1979
Bachelor of Science, Business Administration
Valerie Bockstette Valerie Bockstette's Credit Suisse First Boston Experience 2000 - 2003
Job Managing Director at FSG
Industry Management Consulting
Experience
FSG 2007 - Present
New Sector Alliance 2005 - 2007
Credit Suisse First Boston 2000 - 2003
Skills
Financial Modeling, Business Strategy, Strategic Planning, Management Consulting, Strategy, Financial Analysis, Entrepreneurship, Corporate Social..., Program Management, Strategic Consulting, Venture Capital, Start-ups, Corporate Finance, Strategic Partnerships, Social Impact, Social Entrepreneurship
Education
Harvard Business School 2003 — 2005
MBA
Brown University 1996 — 2000
BA, Economics, International Relations
Brooks School 1994 — 1996
FSG 2007 - Present
New Sector Alliance 2005 - 2007
Credit Suisse First Boston 2000 - 2003
Skills
Financial Modeling, Business Strategy, Strategic Planning, Management Consulting, Strategy, Financial Analysis, Entrepreneurship, Corporate Social..., Program Management, Strategic Consulting, Venture Capital, Start-ups, Corporate Finance, Strategic Partnerships, Social Impact, Social Entrepreneurship
Education
Harvard Business School 2003 — 2005
MBA
Brown University 1996 — 2000
BA, Economics, International Relations
Brooks School 1994 — 1996
Lynne Cook Fitzpatrick Lynne Cook Fitzpatrick's Credit Suisse First Boston Experience July 2003 - June 2004
Job
Industry Financial Services
Experience
CME Group June 2015 - Present
CME Group September 2006 - June 2015
UBS Investment Bank June 2004 - May 2006
Credit Suisse First Boston July 2003 - June 2004
Credit Suisse First Boston June 2000 - June 2003
Skills
Capital Markets, Investment Banking, Derivatives, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Securities, Due Diligence, Equities, Financial Markets, Fixed Income, Investments
Education
University of Chicago 2007 — 2010
MBA
Brown University 1996 — 2000
BA
CME Group June 2015 - Present
CME Group September 2006 - June 2015
UBS Investment Bank June 2004 - May 2006
Credit Suisse First Boston July 2003 - June 2004
Credit Suisse First Boston June 2000 - June 2003
Skills
Capital Markets, Investment Banking, Derivatives, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Securities, Due Diligence, Equities, Financial Markets, Fixed Income, Investments
Education
University of Chicago 2007 — 2010
MBA
Brown University 1996 — 2000
BA
Christian Clark's Credit Suisse First Boston Experience March 2001 - July 2005
Job Experienced Financial Services Consultant
Industry Financial Services
Experience
Prospect 33 April 2015 - Present
Citi June 2014 - April 2015
Deutsche Bank July 2013 - May 2014
Advise Technologies May 2012 - April 2013
JP Morgan July 2010 - April 2012
JP Morgan Private Bank Technology March 2009 - June 2010
Data Explorers Inc. March 2008 - July 2008
Banc of America Securities May 2006 - March 2008
Merrill Lynch July 2005 - May 2006
Credit Suisse First Boston March 2001 - July 2005
Skills
Prime Brokerage, Equities, Relationship Management, Fixed Income, Derivatives, Bloomberg, Hedge Funds, Securities, Treasury, Trading, Portfolio Management, Finance, Investments, Options, Financial Analysis, Financial Risk, Mutual Funds, Swaps, Banking, Financial Services, Business Analysis
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance, Management Information Systems
Boston University Questrom School of Business 1990 — 1994
BSBA, Finance
Sachem HS 1986 — 1990
Regents w/ Honors
Prospect 33 April 2015 - Present
Citi June 2014 - April 2015
Deutsche Bank July 2013 - May 2014
Advise Technologies May 2012 - April 2013
JP Morgan July 2010 - April 2012
JP Morgan Private Bank Technology March 2009 - June 2010
Data Explorers Inc. March 2008 - July 2008
Banc of America Securities May 2006 - March 2008
Merrill Lynch July 2005 - May 2006
Credit Suisse First Boston March 2001 - July 2005
Skills
Prime Brokerage, Equities, Relationship Management, Fixed Income, Derivatives, Bloomberg, Hedge Funds, Securities, Treasury, Trading, Portfolio Management, Finance, Investments, Options, Financial Analysis, Financial Risk, Mutual Funds, Swaps, Banking, Financial Services, Business Analysis
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance, Management Information Systems
Boston University Questrom School of Business 1990 — 1994
BSBA, Finance
Sachem HS 1986 — 1990
Regents w/ Honors
Carol Pepper Carol Pepper's Credit Suisse First Boston Experience January 1995 - December 1996
Job CEO and Founder Pepper International
Industry Investment Management
Experience
The Institute for Life Sciences Collaboration March 2015 - Present
Pepper International March 2001 - Present
Morgan Stanley July 2000 - February 2001
Instinet Incorporated November 1999 - June 2000
Rockefeller & Co., Inc. June 1998 - November 1999
Citi September 1997 - May 1998
PEREGRINE ACQUISITIONS, INC. January 1997 - September 1997
Credit Suisse First Boston January 1995 - December 1996
JP Morgan September 1986 - December 1994
SALOMON BROTHERS INC September 1984 - July 1986
Skills
Estate Planning, Investment Management, Wealth Management, Financial Services, Start-ups, Finance, Banking, Strategy, Family Office, Trusts, Asset Managment, Alternative Investments, Strategic Financial..., Investment Advisory, Business Planning, Credit, Investment Strategies, Retirement Planning, Asset Management, Emerging Markets, Portfolio Management, Equities, Risk Management, New Business Development, Due Diligence, Relationship Management, Management, Financial Planning, Strategic Planning, Personal Finance, Corporate Development, High Net Worth..., Investments, Public Speaking, Executive Management, Strategic Communications, Bonds, Investment Banking, Leadership, Valuation, Stock Market, Financial Analysis, Public Relations, Wealth Preservation..., Capital Markets, Series 63, Marketing Strategy, Luxury Lifestyle, Luxury Goods, Marketing
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Entrepreneurial Studies
Bryn Mawr College 1980 — 1984
BA, Philosophy
The Institute for Life Sciences Collaboration March 2015 - Present
Pepper International March 2001 - Present
Morgan Stanley July 2000 - February 2001
Instinet Incorporated November 1999 - June 2000
Rockefeller & Co., Inc. June 1998 - November 1999
Citi September 1997 - May 1998
PEREGRINE ACQUISITIONS, INC. January 1997 - September 1997
Credit Suisse First Boston January 1995 - December 1996
JP Morgan September 1986 - December 1994
SALOMON BROTHERS INC September 1984 - July 1986
Skills
Estate Planning, Investment Management, Wealth Management, Financial Services, Start-ups, Finance, Banking, Strategy, Family Office, Trusts, Asset Managment, Alternative Investments, Strategic Financial..., Investment Advisory, Business Planning, Credit, Investment Strategies, Retirement Planning, Asset Management, Emerging Markets, Portfolio Management, Equities, Risk Management, New Business Development, Due Diligence, Relationship Management, Management, Financial Planning, Strategic Planning, Personal Finance, Corporate Development, High Net Worth..., Investments, Public Speaking, Executive Management, Strategic Communications, Bonds, Investment Banking, Leadership, Valuation, Stock Market, Financial Analysis, Public Relations, Wealth Preservation..., Capital Markets, Series 63, Marketing Strategy, Luxury Lifestyle, Luxury Goods, Marketing
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Entrepreneurial Studies
Bryn Mawr College 1980 — 1984
BA, Philosophy
Sebastian Barbalace's Credit Suisse First Boston Experience January 2001 - January 2003
Job Vice President at QC Dental Laboratory
Industry Construction
Experience
QC Dental Laboratory January 2014 - Present
Phoenix Construction Company January 2004 - Present
Mayer Brown January 2003 - January 2004
Credit Suisse First Boston January 2001 - January 2003
Donaldson, Lufkin & Jenrette October 1997 - January 2001
Phoenix Construction Company October 1992 - October 1997
Skills
Microsoft Office, Dreamweaver, Adobe Acrobat, Access, PowerPoint, Visio, Microsoft Excel, Management
Education
California State University-Northridge 2002 — 2004
International Business and Economics, Business, Marketing, Economics, Finance
Los Angeles Pierce College 2000 — 2002
Associates in Arts, Business Management, Business Law
University of California, Los Angeles 2000 — 2001
Web Technology Fundamentals, Web design, software implementation.
QC Dental Laboratory January 2014 - Present
Phoenix Construction Company January 2004 - Present
Mayer Brown January 2003 - January 2004
Credit Suisse First Boston January 2001 - January 2003
Donaldson, Lufkin & Jenrette October 1997 - January 2001
Phoenix Construction Company October 1992 - October 1997
Skills
Microsoft Office, Dreamweaver, Adobe Acrobat, Access, PowerPoint, Visio, Microsoft Excel, Management
Education
California State University-Northridge 2002 — 2004
International Business and Economics, Business, Marketing, Economics, Finance
Los Angeles Pierce College 2000 — 2002
Associates in Arts, Business Management, Business Law
University of California, Los Angeles 2000 — 2001
Web Technology Fundamentals, Web design, software implementation.
Cali Tran Cali Tran's Credit Suisse First Boston Experience May 1997 - May 1998
Job President, Valassis Digital
Industry Marketing and Advertising
Experience
Harland Clarke Holding Company, MacAndrews & Forbes portfolio May 2014 - Present
MacAndrews & Forbes April 2013 - May 2014
North Bridge Venture Partners June 2006 - April 2013
Sharethrough 2010 - 2013
Bigfoot Networks 2008 - 2011
Mozes 2006 - 2011
Agilix Labs January 2001 - May 2004
Ancestry.com May 1999 - December 2000
Morgan Stanley June 1998 - April 1999
Credit Suisse First Boston May 1997 - May 1998
Skills
Venture Capital, Start-ups, Product Management, Business Development, Mergers, Corporate Development, Entrepreneurship, Business Strategy, Go-to-market Strategy, Product Marketing, SaaS, Product Development, Private Equity, Strategic Partnerships, Mobile Devices
Education
Harvard Business School 2004 — 2006
MBA, General Management
Bowdoin College 1993 — 1997
AB, History
Harland Clarke Holding Company, MacAndrews & Forbes portfolio May 2014 - Present
MacAndrews & Forbes April 2013 - May 2014
North Bridge Venture Partners June 2006 - April 2013
Sharethrough 2010 - 2013
Bigfoot Networks 2008 - 2011
Mozes 2006 - 2011
Agilix Labs January 2001 - May 2004
Ancestry.com May 1999 - December 2000
Morgan Stanley June 1998 - April 1999
Credit Suisse First Boston May 1997 - May 1998
Skills
Venture Capital, Start-ups, Product Management, Business Development, Mergers, Corporate Development, Entrepreneurship, Business Strategy, Go-to-market Strategy, Product Marketing, SaaS, Product Development, Private Equity, Strategic Partnerships, Mobile Devices
Education
Harvard Business School 2004 — 2006
MBA, General Management
Bowdoin College 1993 — 1997
AB, History
Kathy McFadden's Credit Suisse First Boston Experience 1998 - 2001
Job VP, Documentation Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2005 - Present
WestLB 2001 - 2003
Credit Suisse First Boston 1998 - 2001
Bayerische Landesbank 1995 - 1998
UBS 1993 - 1995
Bank of Tokyo-Mitsubishi 1987 - 1993
Skills
Derivatives, Equities, Credit, FX, Options, Fixed Income, Documentation, Swaps, Rates, FX Options, Confirmations, Middle Office, Equity Derivatives, Commodities, Back Office, Credit Derivatives, ISDA, CDS, Interest Rate..., Confirmation, Commodity, Securities, Bloomberg, Hedge Funds, Structured Products
Education
Capella University
BS, Business Administration
Kingsborough Community College
Business
AllianceBernstein October 2005 - Present
WestLB 2001 - 2003
Credit Suisse First Boston 1998 - 2001
Bayerische Landesbank 1995 - 1998
UBS 1993 - 1995
Bank of Tokyo-Mitsubishi 1987 - 1993
Skills
Derivatives, Equities, Credit, FX, Options, Fixed Income, Documentation, Swaps, Rates, FX Options, Confirmations, Middle Office, Equity Derivatives, Commodities, Back Office, Credit Derivatives, ISDA, CDS, Interest Rate..., Confirmation, Commodity, Securities, Bloomberg, Hedge Funds, Structured Products
Education
Capella University
BS, Business Administration
Kingsborough Community College
Business
Steve Wechsler Steve Wechsler's Credit Suisse First Boston Experience September 1996 - September 1997
Job Senior Database Administrator at Viacom Media Networks
Industry Broadcast Media
Experience
Viacom Media Networks January 2005 - Present
MarketAxess March 2004 - January 2005
Wall Street Access June 2000 - April 2003
Sanford C. Bernstein September 1997 - June 2000
Credit Suisse First Boston September 1996 - September 1997
Citibank November 1993 - September 1996
Prudential Securities July 1991 - November 1993
Mercantile Stores August 1989 - April 1991
Skills
Perl, Performance Tuning, MySQL, Databases, Microsoft SQL Server, Data Warehousing, Sybase, Linux, SQL, Data Modeling, Agile Methodologies, Database Design, Enterprise Software, Shell Scripting, Unix, SDLC, Software Development, Database Administration
Education
State University of New York at Binghamton 1987 — 1989
BS, Computer & Information Science
University at Albany, SUNY 1983 — 1985
Viacom Media Networks January 2005 - Present
MarketAxess March 2004 - January 2005
Wall Street Access June 2000 - April 2003
Sanford C. Bernstein September 1997 - June 2000
Credit Suisse First Boston September 1996 - September 1997
Citibank November 1993 - September 1996
Prudential Securities July 1991 - November 1993
Mercantile Stores August 1989 - April 1991
Skills
Perl, Performance Tuning, MySQL, Databases, Microsoft SQL Server, Data Warehousing, Sybase, Linux, SQL, Data Modeling, Agile Methodologies, Database Design, Enterprise Software, Shell Scripting, Unix, SDLC, Software Development, Database Administration
Education
State University of New York at Binghamton 1987 — 1989
BS, Computer & Information Science
University at Albany, SUNY 1983 — 1985
Karl Wieman Karl Wieman's Credit Suisse First Boston Experience November 1993 - June 1994
Job Senior System Administrator at BlackRock
Industry Financial Services
Experience
BlackRock June 1994 - Present
Credit Suisse First Boston November 1993 - June 1994
NYU Stern School of Business February 1992 - November 1993
Skills
Unix, Solaris, Disaster Recovery, Shell Scripting, Enterprise Architecture, Linux, Unix Shell Scripting, Virtualization, Cluster, SQL, LDAP, NFS, System Monitoring, High Availability, Business Analysis, Troubleshooting, Computer Security, Red Hat Linux, Trading Systems, Networking
Education
Carnegie Mellon University 1984 — 1988
Bachelor of Science (BS), Applied Mathematics and Computer Science
BlackRock June 1994 - Present
Credit Suisse First Boston November 1993 - June 1994
NYU Stern School of Business February 1992 - November 1993
Skills
Unix, Solaris, Disaster Recovery, Shell Scripting, Enterprise Architecture, Linux, Unix Shell Scripting, Virtualization, Cluster, SQL, LDAP, NFS, System Monitoring, High Availability, Business Analysis, Troubleshooting, Computer Security, Red Hat Linux, Trading Systems, Networking
Education
Carnegie Mellon University 1984 — 1988
Bachelor of Science (BS), Applied Mathematics and Computer Science
Peter Slagowitz's Credit Suisse First Boston Experience October 2000 - March 2002
Job CEO Spurs Capital, LLC, and RealPartner.com
Industry Financial Services
Experience
Spurs Capital, LLC February 2008 - Present
UBS Investment Bank April 2002 - February 2008
Credit Suisse First Boston October 2000 - March 2002
Donaldson, Lufkin & Jenrette October 1994 - October 2000
Republic National Bank February 1992 - October 1994
London and Bishopsgate Inc June 1991 - February 1992
Skills
Alternative Investments, Asset Management, Asset Managment, Banking, Bloomberg, Business Development, Business Strategy, Capital Markets, Credit, Credit Analysis, Credit Risk, Derivatives, Due Diligence, Executive Management, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Services, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investments, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Operational Risk, Portfolio Management, Real Estate, Real Estate Economics, Residential Homes, Risk Management, Securities, Securitization, Structured Finance, Trading, Valuation
Education
Brandeis University 1987 — 1991
BA, Computer Science
Spurs Capital, LLC February 2008 - Present
UBS Investment Bank April 2002 - February 2008
Credit Suisse First Boston October 2000 - March 2002
Donaldson, Lufkin & Jenrette October 1994 - October 2000
Republic National Bank February 1992 - October 1994
London and Bishopsgate Inc June 1991 - February 1992
Skills
Alternative Investments, Asset Management, Asset Managment, Banking, Bloomberg, Business Development, Business Strategy, Capital Markets, Credit, Credit Analysis, Credit Risk, Derivatives, Due Diligence, Executive Management, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Services, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investments, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Operational Risk, Portfolio Management, Real Estate, Real Estate Economics, Residential Homes, Risk Management, Securities, Securitization, Structured Finance, Trading, Valuation
Education
Brandeis University 1987 — 1991
BA, Computer Science
Jeannette Gerber Jeannette Gerber's Credit Suisse First Boston Experience 1991 - 2002
Job Founder, Master Tutor SMART TEST PREP LLC
Industry Higher Education
Experience
SMART TEST PREP LLC June 2006 - Present
touched by design art salon May 2004 - Present
Kaplan Test Prep and Admissions January 2003 - May 2006
Credit Suisse First Boston 1991 - 2002
Skills
LSAT, GRE, GMAT, SAT, ACT, ISEE, SSAT, SHSAT, COOP, TACHS, HSPT, Study Skills, Test Taking, Tutoring, Teaching, Coaching, English, Mathematics, Swiss German, German, French, Excel, Graduate Record..., Sat, Microsoft Excel, Program Development, Grant Writing, Research, Event Planning, Lesson Planning, Training, Higher Education, Time Management, Nonprofits, Editing, E-Learning, Fundraising, Data Analysis, Curriculum Design, Public Speaking, Leadership Development, Career Counseling, Organizational..., Community Outreach, Instructional Design, Social Networking, Educational Leadership, Workshop Facilitation, Teaching Adults, Teacher Training
Education
University of California, Berkeley, Haas School of Business 1988 — 1989
B.S., Business Administration
City College of San Francisco 1985 — 1987
KV Zurich Business School 1976 — 1979
Business Administration
SMART TEST PREP LLC June 2006 - Present
touched by design art salon May 2004 - Present
Kaplan Test Prep and Admissions January 2003 - May 2006
Credit Suisse First Boston 1991 - 2002
Skills
LSAT, GRE, GMAT, SAT, ACT, ISEE, SSAT, SHSAT, COOP, TACHS, HSPT, Study Skills, Test Taking, Tutoring, Teaching, Coaching, English, Mathematics, Swiss German, German, French, Excel, Graduate Record..., Sat, Microsoft Excel, Program Development, Grant Writing, Research, Event Planning, Lesson Planning, Training, Higher Education, Time Management, Nonprofits, Editing, E-Learning, Fundraising, Data Analysis, Curriculum Design, Public Speaking, Leadership Development, Career Counseling, Organizational..., Community Outreach, Instructional Design, Social Networking, Educational Leadership, Workshop Facilitation, Teaching Adults, Teacher Training
Education
University of California, Berkeley, Haas School of Business 1988 — 1989
B.S., Business Administration
City College of San Francisco 1985 — 1987
KV Zurich Business School 1976 — 1979
Business Administration
Brad Hessel Brad Hessel's Credit Suisse First Boston Experience October 1987 - March 1990
Job Investment Advisor at Intelledgement, LLC
Industry Investment Management
Experience
Intelledgement, LLC August 2006 - Present
Intelledgement, LLC May 1999 - Present
Seer Technologies/Level 8 March 1990 - May 1999
Credit Suisse First Boston October 1987 - March 1990
Systems Documentation, Inc. March 1985 - October 1987
Ares Development Corp September 1981 - March 1985
Simulations Publications, Inc. August 1975 - May 1981
Education
Brown University 1971 — 1975
BA, History
Exeter Academy 1969 — 1971
Sleepy Hollow High School 1967 — 1971
Intelledgement, LLC August 2006 - Present
Intelledgement, LLC May 1999 - Present
Seer Technologies/Level 8 March 1990 - May 1999
Credit Suisse First Boston October 1987 - March 1990
Systems Documentation, Inc. March 1985 - October 1987
Ares Development Corp September 1981 - March 1985
Simulations Publications, Inc. August 1975 - May 1981
Education
Brown University 1971 — 1975
BA, History
Exeter Academy 1969 — 1971
Sleepy Hollow High School 1967 — 1971
Len Ward Len Ward's Credit Suisse First Boston Experience 1998 - 2004
Job Director of SEO & Search Engine Marketing @Commexis Founder of Award Winning Digital Agency
Industry Marketing and Advertising
Experience
Commexis October 2014 - Present
RankMeSEO.Com January 2009 - December 2014
BroadwayKings.Com August 2004 - January 2010
Credit Suisse First Boston 1998 - 2004
Morgan Stanley 1996 - 1998
Skills
PPC, Google Analytics, SEM, Google Adwords, SEO, Social Media Marketing, E-commerce, Facebook, Web Development, Conversion Optimization, Web Design, Web Analytics, Organic Search, Keyword Research, Link Building, Local Search, Landing Page..., WordPress, Online Reputation..., Search Engine..., Search Engine Technology, Pay Per click, Web Project Management, Web Services, Internet Research, Internet Strategy, Google Maps, Google Docs, Google Webmaster Tools, Keyword Analysis, Search Advertising, White Label, Digital Marketing, Marketing, Social Media, Email Marketing, Online Advertising, Online Marketing, Website Development, Marketing Strategy, Start-ups, Lead Generation, Strategy, Brand Development, Advertising, Management
Education
Rowan University 1993 — 1997
BS, Criminal Justice
Camden County College 1990 — 1993
Associates, Criminal Justice
Commexis October 2014 - Present
RankMeSEO.Com January 2009 - December 2014
BroadwayKings.Com August 2004 - January 2010
Credit Suisse First Boston 1998 - 2004
Morgan Stanley 1996 - 1998
Skills
PPC, Google Analytics, SEM, Google Adwords, SEO, Social Media Marketing, E-commerce, Facebook, Web Development, Conversion Optimization, Web Design, Web Analytics, Organic Search, Keyword Research, Link Building, Local Search, Landing Page..., WordPress, Online Reputation..., Search Engine..., Search Engine Technology, Pay Per click, Web Project Management, Web Services, Internet Research, Internet Strategy, Google Maps, Google Docs, Google Webmaster Tools, Keyword Analysis, Search Advertising, White Label, Digital Marketing, Marketing, Social Media, Email Marketing, Online Advertising, Online Marketing, Website Development, Marketing Strategy, Start-ups, Lead Generation, Strategy, Brand Development, Advertising, Management
Education
Rowan University 1993 — 1997
BS, Criminal Justice
Camden County College 1990 — 1993
Associates, Criminal Justice
Leonardo Murphy Leonardo Murphy's Credit Suisse First Boston Experience March 2000 - March 2002
Job Senior Restricted Stock Specialist at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab & Co. March 2004 - July 2015
Pacific Exchange, Inc. April 2003 - February 2004
Robertson Stephens March 2002 - September 2002
Credit Suisse First Boston March 2000 - March 2002
Wilson Sonsini Goodrich & Rosati July 1996 - February 2000
Skills
Securities, Series 7, Equities, Financial Services, Trading, Due Diligence, Dinosaurs
Education
California State University-East Bay
Bachelor’s Degree, Business Administration - Finance
Charles Schwab & Co. March 2004 - July 2015
Pacific Exchange, Inc. April 2003 - February 2004
Robertson Stephens March 2002 - September 2002
Credit Suisse First Boston March 2000 - March 2002
Wilson Sonsini Goodrich & Rosati July 1996 - February 2000
Skills
Securities, Series 7, Equities, Financial Services, Trading, Due Diligence, Dinosaurs
Education
California State University-East Bay
Bachelor’s Degree, Business Administration - Finance
Alan Z. Fromm Alan Z. Fromm's Credit Suisse First Boston Experience 1992 - 2003
Job Director of Training at Amneal Pharmaceuticals
Industry Pharmaceuticals
Experience
Amneal Pharmaceuticals February 2011 - Present
AZF Communications (Self-Employed) June 2009 - February 2011
LRN September 2003 - June 2009
Credit Suisse First Boston 1992 - 2003
New York City Transit Authority 1989 - 1992
AZF Communications 1987 - 1989
ABC Television 1983 - 1987
Arbitron 1980 - 1983
Skills
Leadership, E-Learning, Organizational..., Coaching, Succession Planning, Customer Service, Regulations, Sales, Technology Needs..., New Hire Orientations, Business Ethics, Train the Trainer, Diversity Training, Vendor Management, Project Management, Mentoring, Training, Management, Human Resources, Team Building, Program Management, Employee Training, Performance Management, Account Management, Budgets, Project Planning, Personnel Management, Product Development, Policy, Workshop Facilitation
Education
City University of New York-Brooklyn College 1974 — 1979
MS, TV/Radio
Lafayette High School
Amneal Pharmaceuticals February 2011 - Present
AZF Communications (Self-Employed) June 2009 - February 2011
LRN September 2003 - June 2009
Credit Suisse First Boston 1992 - 2003
New York City Transit Authority 1989 - 1992
AZF Communications 1987 - 1989
ABC Television 1983 - 1987
Arbitron 1980 - 1983
Skills
Leadership, E-Learning, Organizational..., Coaching, Succession Planning, Customer Service, Regulations, Sales, Technology Needs..., New Hire Orientations, Business Ethics, Train the Trainer, Diversity Training, Vendor Management, Project Management, Mentoring, Training, Management, Human Resources, Team Building, Program Management, Employee Training, Performance Management, Account Management, Budgets, Project Planning, Personnel Management, Product Development, Policy, Workshop Facilitation
Education
City University of New York-Brooklyn College 1974 — 1979
MS, TV/Radio
Lafayette High School
Cathy Hession's Credit Suisse First Boston Experience 1987 - 1994
Job Investor
Industry Financial Services
Experience
Private Investor 2003 - Present
MFS Investment Management 1994 - 2003
Credit Suisse First Boston 1987 - 1994
Skills
Mutual Funds, ETFs, Fixed Income, Equities, Trading, Hedge Funds, Series 63, Asset Allocation, Bonds, Options, Capital Markets, TCA
Education
Boston University
Candidate for Certification for Financial Planning
Emmanuel College
BS, Business Administration
Private Investor 2003 - Present
MFS Investment Management 1994 - 2003
Credit Suisse First Boston 1987 - 1994
Skills
Mutual Funds, ETFs, Fixed Income, Equities, Trading, Hedge Funds, Series 63, Asset Allocation, Bonds, Options, Capital Markets, TCA
Education
Boston University
Candidate for Certification for Financial Planning
Emmanuel College
BS, Business Administration
Natalie Foley Natalie Foley's Credit Suisse First Boston Experience May 1999 - August 1999
Job Director of Operations
Industry Law Practice
Experience
Miller Titerle + Company LLP June 2010 - Present
British Columbia Legal Management Association January 2014 - Present
McCarthy Tetrault May 2009 - May 2010
Singleton Urquhart LLP April 2005 - May 2009
Harmers Workplace Lawyers March 2000 - February 2005
Lander & Rogers October 1999 - February 2000
Credit Suisse First Boston May 1999 - August 1999
Lander & Rogers January 1998 - September 1998
Orica June 1995 - December 1997
Skills
Legal Writing, Litigation, Corporate Law, Legal Advice, Legal Assistance, Human Resources, Intellectual Property, Legal Research, Commercial Litigation, Civil Litigation, Employment Law
Education
BCIT 2012 — 2013
Human Resource Management
RMIT University
Business Administration
Miller Titerle + Company LLP June 2010 - Present
British Columbia Legal Management Association January 2014 - Present
McCarthy Tetrault May 2009 - May 2010
Singleton Urquhart LLP April 2005 - May 2009
Harmers Workplace Lawyers March 2000 - February 2005
Lander & Rogers October 1999 - February 2000
Credit Suisse First Boston May 1999 - August 1999
Lander & Rogers January 1998 - September 1998
Orica June 1995 - December 1997
Skills
Legal Writing, Litigation, Corporate Law, Legal Advice, Legal Assistance, Human Resources, Intellectual Property, Legal Research, Commercial Litigation, Civil Litigation, Employment Law
Education
BCIT 2012 — 2013
Human Resource Management
RMIT University
Business Administration
Stewart Berman Stewart Berman's Credit Suisse First Boston Experience January 1999 - January 2005
Job CTO At Saberman, Inc.
Industry Computer Software
Experience
Saberman, Inc. January 1993 - Present
CareBinders August 2009 - Present
Credit Suisse November 2010 - January 2013
Credit Suisse January 2005 - December 2008
Credit Suisse First Boston January 1999 - January 2005
CSFB January 1999 - January 2005
Deutsche Bank July 1998 - January 1999
Bankers Trust February 1995 - June 1998
Citibank 1992 - 1995
Lehman Brothers 1991 - 1992
Skills
Microsoft Access, VBA, Market Risk, Risk Management, Credit Derivatives, Derivatives, Business Analysis, Fixed Income, Investment Banking, Financial Risk, Access, Database Design, Strategy, Credit, Requirements Gathering, Integration, Quantitative Finance, SDLC, Analysis, Valuation, Credit Risk, Financial Services, Capital Markets, Testing, Hedge Funds, Oracle, Software Development, Asset Management, Sybase, Interest Rate..., Microsoft SQL Server, Financial Markets, Equities, VAR, Options, Visual Basic, Market Data, Requirements Analysis, Databases, Equity Derivatives, Trading, FX Options, Commodity, Unix, Trading Systems, Data Modeling, Low Latency
Education
City University of New York City College
BEE, Electrical Engineering
City University of New York City College
MEE, Electrical Engineering
Fordham Gabelli School of Business
MBA, Professional Accounting
Saberman, Inc. January 1993 - Present
CareBinders August 2009 - Present
Credit Suisse November 2010 - January 2013
Credit Suisse January 2005 - December 2008
Credit Suisse First Boston January 1999 - January 2005
CSFB January 1999 - January 2005
Deutsche Bank July 1998 - January 1999
Bankers Trust February 1995 - June 1998
Citibank 1992 - 1995
Lehman Brothers 1991 - 1992
Skills
Microsoft Access, VBA, Market Risk, Risk Management, Credit Derivatives, Derivatives, Business Analysis, Fixed Income, Investment Banking, Financial Risk, Access, Database Design, Strategy, Credit, Requirements Gathering, Integration, Quantitative Finance, SDLC, Analysis, Valuation, Credit Risk, Financial Services, Capital Markets, Testing, Hedge Funds, Oracle, Software Development, Asset Management, Sybase, Interest Rate..., Microsoft SQL Server, Financial Markets, Equities, VAR, Options, Visual Basic, Market Data, Requirements Analysis, Databases, Equity Derivatives, Trading, FX Options, Commodity, Unix, Trading Systems, Data Modeling, Low Latency
Education
City University of New York City College
BEE, Electrical Engineering
City University of New York City College
MEE, Electrical Engineering
Fordham Gabelli School of Business
MBA, Professional Accounting
Vikram Jetti's Credit Suisse First Boston Experience May 2005 - August 2005
Job Analyst at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. February 2015 - Present
Santander Consumer USA Inc. July 2014 - January 2015
Santander Consumer USA Inc. September 2013 - July 2014
Capital One December 2011 - July 2013
Bank of New York Mellon November 2010 - September 2011
Bank of New York Mellon May 2008 - August 2010
Wachovia Securities June 2006 - December 2007
Credit Suisse First Boston May 2005 - August 2005
Skills
Analysis, Derivatives, Financial Analysis, Strategy, Investments, Loans, Financial Structuring, Financial Modeling, Bloomberg, Valuation, Fixed Income, Mortgage Lending, Capital Markets, Equities, Portfolio Management, Securitization, Investment Banking, Business Analysis, Risk Management, Asset Management, Hedge Funds, Data Analysis, Corporate Finance, Banking, Credit Risk
Education
Carnegie Mellon University 2002 — 2006
BS
Carnegie Mellon University - Tepper School of Business 2002 — 2006
BS
Highland Capital Management, L.P. February 2015 - Present
Santander Consumer USA Inc. July 2014 - January 2015
Santander Consumer USA Inc. September 2013 - July 2014
Capital One December 2011 - July 2013
Bank of New York Mellon November 2010 - September 2011
Bank of New York Mellon May 2008 - August 2010
Wachovia Securities June 2006 - December 2007
Credit Suisse First Boston May 2005 - August 2005
Skills
Analysis, Derivatives, Financial Analysis, Strategy, Investments, Loans, Financial Structuring, Financial Modeling, Bloomberg, Valuation, Fixed Income, Mortgage Lending, Capital Markets, Equities, Portfolio Management, Securitization, Investment Banking, Business Analysis, Risk Management, Asset Management, Hedge Funds, Data Analysis, Corporate Finance, Banking, Credit Risk
Education
Carnegie Mellon University 2002 — 2006
BS
Carnegie Mellon University - Tepper School of Business 2002 — 2006
BS
Brandy Powell Brandy Powell's Credit Suisse First Boston Experience August 1999 - May 2001
Job Executive Office Assistant at Soil Engineering Construction
Industry Biotechnology
Experience
Soil Engineering Construction, Inc. 2014 - Present
H&E Residential & Commercial Maintenance June 2010 - January 2013
GENENTECH June 2008 - January 2010
GILEAD SCIENCES, INC April 2007 - October 2007
ONLINE COMPUTER LIBRARY CENTER June 2005 - April 2007
STANFORD UNIVERSITY - BIO-X Program October 2003 - May 2005
STANFORD UNIVERSITY August 2002 - October 2003
MERRILL LYNCH September 2001 - April 2002
CREDIT SUISSE FIRST BOSTON August 1999 - May 2001
RAYCHEM CORPORATION April 1997 - August 1999
Skills
Administrative..., Data Entry
Education
Cañada College
AA, Business Technology
Soil Engineering Construction, Inc. 2014 - Present
H&E Residential & Commercial Maintenance June 2010 - January 2013
GENENTECH June 2008 - January 2010
GILEAD SCIENCES, INC April 2007 - October 2007
ONLINE COMPUTER LIBRARY CENTER June 2005 - April 2007
STANFORD UNIVERSITY - BIO-X Program October 2003 - May 2005
STANFORD UNIVERSITY August 2002 - October 2003
MERRILL LYNCH September 2001 - April 2002
CREDIT SUISSE FIRST BOSTON August 1999 - May 2001
RAYCHEM CORPORATION April 1997 - August 1999
Skills
Administrative..., Data Entry
Education
Cañada College
AA, Business Technology
Gina Cresci Gina Cresci's Credit Suisse First Boston Experience June 2000 - March 2002
Job Customer Experience Manager at Torani (R. Torre & Co.)
Industry Internet
Experience
Torani (R. Torre & Co.) June 2013 - Present
Torani (R. Torre & Co.) April 2011 - June 2013
Beau-coup Favors March 2005 - April 2011
Symantec (Veritas Software) March 2002 - November 2004
Credit Suisse First Boston June 2000 - March 2002
Skills
Team Leadership, Leadership, Customer Service, Building Relationships, Clear Communicator, Excellent Multi-tasker, Policy and Procedure..., Customer Retention and..., Customer Satisfaction, Merchandising, Call Centers, Training, Management, Recruiting, Business Development, CRM, Cross-functional Team..., Customer Retention, Facebook, Retail, Sales
Education
California Polytechnic State University-San Luis Obispo
Torani (R. Torre & Co.) June 2013 - Present
Torani (R. Torre & Co.) April 2011 - June 2013
Beau-coup Favors March 2005 - April 2011
Symantec (Veritas Software) March 2002 - November 2004
Credit Suisse First Boston June 2000 - March 2002
Skills
Team Leadership, Leadership, Customer Service, Building Relationships, Clear Communicator, Excellent Multi-tasker, Policy and Procedure..., Customer Retention and..., Customer Satisfaction, Merchandising, Call Centers, Training, Management, Recruiting, Business Development, CRM, Cross-functional Team..., Customer Retention, Facebook, Retail, Sales
Education
California Polytechnic State University-San Luis Obispo
Artie Schlesinger Artie Schlesinger's Credit Suisse First Boston Experience 1987 - 2004
Job Managing Director at Global Hedge Fund Administration Company
Industry Financial Services
Experience
Global Fund Administration Company November 2011 - Present
eClerx September 2011 - November 2011
Caxton Associates 2004 - 2011
Credit Suisse First Boston 1987 - 2004
Irving Trust Co. August 1985 - October 1987
Skills
Equities, Derivatives, Fund Administration, MBS, Finance, Loans, Settlement, Securities Lending, Hedge Funds, Fixed Income, FX Options, Alternative Investments, Middle Office, Swaps, Fund Of Funds, Bloomberg, Options, Bonds, Securities, CDS, Prime Brokerage, Back Office, Funding, Trading Systems
Education
City University of New York-Brooklyn College
Global Fund Administration Company November 2011 - Present
eClerx September 2011 - November 2011
Caxton Associates 2004 - 2011
Credit Suisse First Boston 1987 - 2004
Irving Trust Co. August 1985 - October 1987
Skills
Equities, Derivatives, Fund Administration, MBS, Finance, Loans, Settlement, Securities Lending, Hedge Funds, Fixed Income, FX Options, Alternative Investments, Middle Office, Swaps, Fund Of Funds, Bloomberg, Options, Bonds, Securities, CDS, Prime Brokerage, Back Office, Funding, Trading Systems
Education
City University of New York-Brooklyn College
Maxine Robinson-Ellerbe's Credit Suisse First Boston Experience December 1996 - January 2003
Job AML/ BSA Compliance Consultant
Industry Financial Services
Experience
Mastech Inc / KPMG/ JP Morgan Chase November 2013 - April 2014
Modern Bank November 2011 - June 2012
TD Bank June 2011 - November 2011
New York Community Bank May 2006 - June 2011
Bank of America December 2003 - September 2005
Ryan's Healthcare Network July 2003 - November 2003
Credit Suisse First Boston December 1996 - January 2003
Skills
KYC, OFAC, Bank Secrecy Act, Financial Risk, AML, Internal Audit, Payments, USA PATRIOT Act, Anti Money Laundering, Banking, Analysis, Sanction, Compliance, Operational Risk..., Operational Risk, Risk Assessment, Finance, Due Diligence, Suspicious Activity..., Microsoft Excel, Loans, Auditing, Fraud, Financial Services, Financial Analysis, SWIFT payments, Private Banking, Retail Banking, Credit Analysis, Credit, Software Documentation, Internal Controls, Enterprise Risk..., Risk Management, PeopleSoft, Back Office, Commercial Banking, Cash Management, Securities, FX Options, Enhanced Due Diligence..., Customer Due Diligence..., Credit Risk
Education
Borough of Manhattan Community College 1998 — 2003
Associate of Arts and Sciences (AAS), Computer Science
Mastech Inc / KPMG/ JP Morgan Chase November 2013 - April 2014
Modern Bank November 2011 - June 2012
TD Bank June 2011 - November 2011
New York Community Bank May 2006 - June 2011
Bank of America December 2003 - September 2005
Ryan's Healthcare Network July 2003 - November 2003
Credit Suisse First Boston December 1996 - January 2003
Skills
KYC, OFAC, Bank Secrecy Act, Financial Risk, AML, Internal Audit, Payments, USA PATRIOT Act, Anti Money Laundering, Banking, Analysis, Sanction, Compliance, Operational Risk..., Operational Risk, Risk Assessment, Finance, Due Diligence, Suspicious Activity..., Microsoft Excel, Loans, Auditing, Fraud, Financial Services, Financial Analysis, SWIFT payments, Private Banking, Retail Banking, Credit Analysis, Credit, Software Documentation, Internal Controls, Enterprise Risk..., Risk Management, PeopleSoft, Back Office, Commercial Banking, Cash Management, Securities, FX Options, Enhanced Due Diligence..., Customer Due Diligence..., Credit Risk
Education
Borough of Manhattan Community College 1998 — 2003
Associate of Arts and Sciences (AAS), Computer Science
Tirson Santiago Tirson Santiago's Credit Suisse First Boston Experience June 2002 - August 2003
Job Business Development
Industry Legal Services
Experience
Simpson Thacher & Bartlett LLP February 2005 - Present
Bear Stearns August 2003 - November 2004
Credit Suisse First Boston June 2002 - August 2003
Skills
Administrative..., Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Legal Writing, Research, Editing, Microsoft Word, Legal Marketing, Legal Research
Education
Borough of Manhattan Community College 1990 — 1993
AAS, Office Operations and Administration
Simpson Thacher & Bartlett LLP February 2005 - Present
Bear Stearns August 2003 - November 2004
Credit Suisse First Boston June 2002 - August 2003
Skills
Administrative..., Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Legal Writing, Research, Editing, Microsoft Word, Legal Marketing, Legal Research
Education
Borough of Manhattan Community College 1990 — 1993
AAS, Office Operations and Administration
Deborah Haren Deborah Haren's Credit Suisse First Boston Experience April 2001 - October 2002
Job Senior Administrative Assistant at CareOregon
Industry Consumer Services
Experience
CareOregon Sr. Administrative AssistantCareOregon2012 - 2014
Tullius Partners September 2006 - December 2011
Silicon Valley Bank 2003 - 2004
Credit Suisse First Boston April 2001 - October 2002
Deloitte Consulting January 2000 - April 2001
Netswork/Valley Communications 1992 - 2000
Skills
Office Management, Outlook, PeopleSoft, Quickbooks, Accounts Payable, PowerPoint, Excel, ACT!, Mas 90, QuickBooks, Administrative..., Training, Nonprofits, Microsoft Excel, Problem Solving, Payroll, Budgets, Team Building
Education
California State University-East Bay 1991 — 1998
BS, Accounting
Santa Rosa Junior College 1977 — 1980
A. S., Horticulture
CareOregon Sr. Administrative AssistantCareOregon2012 - 2014
Tullius Partners September 2006 - December 2011
Silicon Valley Bank 2003 - 2004
Credit Suisse First Boston April 2001 - October 2002
Deloitte Consulting January 2000 - April 2001
Netswork/Valley Communications 1992 - 2000
Skills
Office Management, Outlook, PeopleSoft, Quickbooks, Accounts Payable, PowerPoint, Excel, ACT!, Mas 90, QuickBooks, Administrative..., Training, Nonprofits, Microsoft Excel, Problem Solving, Payroll, Budgets, Team Building
Education
California State University-East Bay 1991 — 1998
BS, Accounting
Santa Rosa Junior College 1977 — 1980
A. S., Horticulture
Michael F. Bacon Michael F. Bacon's Credit Suisse First Boston Experience 1993 - 2000
Job Senior Managing Director, Global Strategy and M&A, AIG
Industry Financial Services
Experience
AIG 2014 - Present
AIG 2012 - 2014
Goldman Sachs 2007 - 2011
Goldman Sachs 2003 - 2007
Citigroup Global Markets 2000 - 2002
Credit Suisse First Boston 1993 - 2000
Calvert Social Venture Partners 1989 - 1991
Peace Corps 1988 - 1989
Skills
Structured Finance, Corporate Finance, Financial Risk..., Securitization, Investment Banking, Investments, Due Diligence, Mergers & Acquisitions, Capital Markets, Mortgage Lending, Emerging Markets, Asset Management, Finance, Risk Management, Financial Modeling
Education
Yale School of Management 1991 — 1993
Master's in Public and Private Management
Brown University 1984 — 1988
AB, Computer Science
Sidwell Friends School 1980 — 1984
1984, High School Diploma
AIG 2014 - Present
AIG 2012 - 2014
Goldman Sachs 2007 - 2011
Goldman Sachs 2003 - 2007
Citigroup Global Markets 2000 - 2002
Credit Suisse First Boston 1993 - 2000
Calvert Social Venture Partners 1989 - 1991
Peace Corps 1988 - 1989
Skills
Structured Finance, Corporate Finance, Financial Risk..., Securitization, Investment Banking, Investments, Due Diligence, Mergers & Acquisitions, Capital Markets, Mortgage Lending, Emerging Markets, Asset Management, Finance, Risk Management, Financial Modeling
Education
Yale School of Management 1991 — 1993
Master's in Public and Private Management
Brown University 1984 — 1988
AB, Computer Science
Sidwell Friends School 1980 — 1984
1984, High School Diploma
Alan Handler's Credit Suisse First Boston Experience March 1996 - April 1998
Job Managing Director at TJM Brokerage
Industry Investment Management
Experience
TJM Brokerage March 2015 - Present
Jefferies & Company January 2013 - March 2015
Arlington Financial Services July 2010 - January 2013
Sequential Capital Management June 2009 - June 2010
R.J. O'Brien 1998 - 2010
Credit Suisse First Boston March 1996 - April 1998
Laurel Asset Management January 1995 - March 1996
Citigroup Global Markets July 1992 - January 1995
Lehman Brothers June 1985 - July 1992
Skills
Sales, Marketing, Capital Raising, Alternative Investments, Hedge Funds, Managed Futures, Options, Commodity, Trading, Trading Systems, Equities, Investment Strategies, Securities, Investments, Asset Managment, Hedging, Derivatives, Portfolio Management, Electronic Trading, Fixed Income
Education
Brandeis University 1975 — 1980
BA, History
TJM Brokerage March 2015 - Present
Jefferies & Company January 2013 - March 2015
Arlington Financial Services July 2010 - January 2013
Sequential Capital Management June 2009 - June 2010
R.J. O'Brien 1998 - 2010
Credit Suisse First Boston March 1996 - April 1998
Laurel Asset Management January 1995 - March 1996
Citigroup Global Markets July 1992 - January 1995
Lehman Brothers June 1985 - July 1992
Skills
Sales, Marketing, Capital Raising, Alternative Investments, Hedge Funds, Managed Futures, Options, Commodity, Trading, Trading Systems, Equities, Investment Strategies, Securities, Investments, Asset Managment, Hedging, Derivatives, Portfolio Management, Electronic Trading, Fixed Income
Education
Brandeis University 1975 — 1980
BA, History
Neel Ray Neel Ray's Credit Suisse First Boston Experience July 1999 - June 2001
Job Senior Director, M&A and Corporate Development at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2013 - Present
Bank of America January 2010 - February 2013
Merrill Lynch January 2004 - December 2009
Deutsche Bank 2001 - 2003
Credit Suisse First Boston July 1999 - June 2001
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration
Brown University 1995 — 1999
B.S., Applied Mathematics-Economics
Haddonfield memorial high school
TIAA-CREF February 2013 - Present
Bank of America January 2010 - February 2013
Merrill Lynch January 2004 - December 2009
Deutsche Bank 2001 - 2003
Credit Suisse First Boston July 1999 - June 2001
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration
Brown University 1995 — 1999
B.S., Applied Mathematics-Economics
Haddonfield memorial high school
Kamesh Aiyer's Credit Suisse First Boston Experience June 1994 - March 1996
Job Independent Computer Software Professional
Industry Computer Software
Experience
Kashi Software Architects, Inc. July 2007 - Present
Re-Imagining the Mahabharata July 1990 - Present
EMC May 2002 - July 2007
Kriticka, Inc. July 2000 - April 2002
Bizland, Inc. April 2000 - May 2000
D. E. Shaw & Co. March 1998 - January 1999
Software.Com January 1997 - January 1998
Benchmarking Partners 1996 - 1997
Credit Suisse First Boston June 1994 - March 1996
Open Software Foundation October 1992 - June 1994
Skills
User Interface Design, Standards Development, Distributed Systems, System Architecture, Indian Mythology, Writing fiction, Usability Engineering, Perl, XML, Integration, Management, Leadership, C++, Software Development, Databases, Software Design, Software Engineering, Software Project...
Education
Carnegie Mellon University 1974 — 1981
Ph.D.
Indian Institute of Technology, Kanpur 1969 — 1974
BS/BTech
Bombay Scottish 1963 — 1968
ISC
Grub Street
Kashi Software Architects, Inc. July 2007 - Present
Re-Imagining the Mahabharata July 1990 - Present
EMC May 2002 - July 2007
Kriticka, Inc. July 2000 - April 2002
Bizland, Inc. April 2000 - May 2000
D. E. Shaw & Co. March 1998 - January 1999
Software.Com January 1997 - January 1998
Benchmarking Partners 1996 - 1997
Credit Suisse First Boston June 1994 - March 1996
Open Software Foundation October 1992 - June 1994
Skills
User Interface Design, Standards Development, Distributed Systems, System Architecture, Indian Mythology, Writing fiction, Usability Engineering, Perl, XML, Integration, Management, Leadership, C++, Software Development, Databases, Software Design, Software Engineering, Software Project...
Education
Carnegie Mellon University 1974 — 1981
Ph.D.
Indian Institute of Technology, Kanpur 1969 — 1974
BS/BTech
Bombay Scottish 1963 — 1968
ISC
Grub Street
Ed DeSalvio's Credit Suisse First Boston Experience May 2006 - August 2006
Job Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2008 - Present
Credit Suisse May 2007 - August 2007
Credit Suisse First Boston May 2006 - August 2006
Education
Boston College 2004 — 2008
BS, Finance, Marketing
Bank of America June 2008 - Present
Credit Suisse May 2007 - August 2007
Credit Suisse First Boston May 2006 - August 2006
Education
Boston College 2004 — 2008
BS, Finance, Marketing
Justin Stein Justin Stein's Credit Suisse First Boston Experience May 2001 - June 2003
Job Senior Leasing Representative
Industry Real Estate
Experience
Simon Property Group January 2012 - Present
Newmark Knight Frank October 2008 - January 2012
Cushman & Wakefield May 2005 - October 2008
CB Richard Ellis January 2004 - May 2005
Credit Suisse First Boston May 2001 - June 2003
Skills
Real Estate Transactions, Real Estate Development, Leases, Property Management, Real Estate, Tenant, Investment Properties, Disposition, Asset Managment, Corporate Real Estate, Real Estate Economics, Lease Administration, Commercial Real Estate, Brokerage, Tenant Representation, Lease Negotiations, Landlords, Location Intelligence, Shopping Centers, Property, Retail, Relocation, Market Analysis, Commercial Leasing, Negotiation, Portfolio Management, Retail Site Selection, Financial Analysis, Tenant Coordination, Budgets, Acquisitions, Appraisals
Education
Stevens Institute of Technology 2002 — 2003
Masters of Science, Information Systems
Bryant University 1997 — 2001
BS, Computer Information Systems
Simon Property Group January 2012 - Present
Newmark Knight Frank October 2008 - January 2012
Cushman & Wakefield May 2005 - October 2008
CB Richard Ellis January 2004 - May 2005
Credit Suisse First Boston May 2001 - June 2003
Skills
Real Estate Transactions, Real Estate Development, Leases, Property Management, Real Estate, Tenant, Investment Properties, Disposition, Asset Managment, Corporate Real Estate, Real Estate Economics, Lease Administration, Commercial Real Estate, Brokerage, Tenant Representation, Lease Negotiations, Landlords, Location Intelligence, Shopping Centers, Property, Retail, Relocation, Market Analysis, Commercial Leasing, Negotiation, Portfolio Management, Retail Site Selection, Financial Analysis, Tenant Coordination, Budgets, Acquisitions, Appraisals
Education
Stevens Institute of Technology 2002 — 2003
Masters of Science, Information Systems
Bryant University 1997 — 2001
BS, Computer Information Systems
Gina Crane Gina Crane's Credit Suisse First Boston Experience July 1986 - August 2001
Job Specialist at BlackRock
Industry Financial Services
Experience
BlackRock October 2006 - Present
Merrill Lynch Investment Managers April 2004 - October 2006
Nassau Capital November 2003 - April 2004
InsureHiTech August 2001 - June 2003
Credit Suisse First Boston July 1986 - August 2001
Skills
Word, Excel, PowerPoint, Steno, Bloomberg, Factset, Investext, Spectrum, Visio, Administrative Support, Adobe, Microsoft Office, Research, Teamwork, Self Starter, Time Management, High Volume Production, Spreadsheets, High Energy, Organizational Skills, Forward Thinking, Strong Computer Skills, Detail Oriented, Flexible Working, Excellent Written and..., Works Well Under..., Accounts..., Revenue/Expense Tracking, Fast Learner, Securities, Equities, Fixed Income, Microsoft Excel, Microsoft Word
Education
Brookdale Community College 2003 — 2007
A.A.S, Business Management, 3.85 GPA
The Stuart School of Business 1985 — 1986
Advanced Legal Secretarial Diploma, Legal / Executive Assistant, 3.65 GPA
Jackson Memorial High School 1981 — 1985
BlackRock October 2006 - Present
Merrill Lynch Investment Managers April 2004 - October 2006
Nassau Capital November 2003 - April 2004
InsureHiTech August 2001 - June 2003
Credit Suisse First Boston July 1986 - August 2001
Skills
Word, Excel, PowerPoint, Steno, Bloomberg, Factset, Investext, Spectrum, Visio, Administrative Support, Adobe, Microsoft Office, Research, Teamwork, Self Starter, Time Management, High Volume Production, Spreadsheets, High Energy, Organizational Skills, Forward Thinking, Strong Computer Skills, Detail Oriented, Flexible Working, Excellent Written and..., Works Well Under..., Accounts..., Revenue/Expense Tracking, Fast Learner, Securities, Equities, Fixed Income, Microsoft Excel, Microsoft Word
Education
Brookdale Community College 2003 — 2007
A.A.S, Business Management, 3.85 GPA
The Stuart School of Business 1985 — 1986
Advanced Legal Secretarial Diploma, Legal / Executive Assistant, 3.65 GPA
Jackson Memorial High School 1981 — 1985
Thomas Sainsbury Thomas Sainsbury's Credit Suisse First Boston Experience 2006 - 2007
Job at
Industry Information Technology and Services
Experience
Citi February 2008 - Present
Credit Suisse First Boston 2006 - 2007
The Reserve Funds 2006 - 2006
State of Maryland - (1) Transportation Authority (2) Economic Development 2003 - 2005
HSBC 1998 - 2001
Bankers Trust (Now Deutche Bank) 1986 - 1998
Skills
HRIS, SDLC
Education
City University of New York City College
BS
Citi February 2008 - Present
Credit Suisse First Boston 2006 - 2007
The Reserve Funds 2006 - 2006
State of Maryland - (1) Transportation Authority (2) Economic Development 2003 - 2005
HSBC 1998 - 2001
Bankers Trust (Now Deutche Bank) 1986 - 1998
Skills
HRIS, SDLC
Education
City University of New York City College
BS
Zach Lebwohl's Credit Suisse First Boston Experience June 2003 - August 2003
Job Project Manager at Osman Realty LLC
Industry Real Estate
Experience
Rose Associates August 2010 - Present
Osman Realty LLC June 2009 - Present
Ogden Cap Properties LLC August 2004 - August 2008
Credit Suisse First Boston June 2003 - August 2003
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Real Estate Economics, Asset Managment, Real Estate, Financial Modeling, Asset Management, Real Estate Development, Finance, Investments, Valuation, Portfolio Management
Education
Columbia University 2008 — 2009
MSRED, Real Estate Development
Brandeis University 2000 — 2004
BA, Economics
Rose Associates August 2010 - Present
Osman Realty LLC June 2009 - Present
Ogden Cap Properties LLC August 2004 - August 2008
Credit Suisse First Boston June 2003 - August 2003
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Real Estate Economics, Asset Managment, Real Estate, Financial Modeling, Asset Management, Real Estate Development, Finance, Investments, Valuation, Portfolio Management
Education
Columbia University 2008 — 2009
MSRED, Real Estate Development
Brandeis University 2000 — 2004
BA, Economics
James Berman James Berman's Credit Suisse First Boston Experience September 1998 - April 1999
Job VP at Barclays Capital
Industry Financial Services
Experience
Barclays Capital February 2010 - Present
Larsen & Toubro Infotech November 2009 - February 2010
Citi August 2004 - December 2009
HSBC Private Bank October 1999 - August 2004
Credit Suisse First Boston September 1998 - April 1999
Republic National Bank October 1996 - September 1998
Colgate-Palmolive June 1995 - August 1996
Skills
Fixed Income, Sybase, Investment Banking, Trading Systems, Software Project..., Project Management, SDLC, Requirements Analysis, Business Analysis, SQL, Market Data, Derivatives, Requirements Gathering, User Acceptance Testing, Electronic Trading, Equity Derivatives
Education
City University of New York-Brooklyn College 1991 — 1996
B.S., Computer Science
High School #33, Kiev
Barclays Capital February 2010 - Present
Larsen & Toubro Infotech November 2009 - February 2010
Citi August 2004 - December 2009
HSBC Private Bank October 1999 - August 2004
Credit Suisse First Boston September 1998 - April 1999
Republic National Bank October 1996 - September 1998
Colgate-Palmolive June 1995 - August 1996
Skills
Fixed Income, Sybase, Investment Banking, Trading Systems, Software Project..., Project Management, SDLC, Requirements Analysis, Business Analysis, SQL, Market Data, Derivatives, Requirements Gathering, User Acceptance Testing, Electronic Trading, Equity Derivatives
Education
City University of New York-Brooklyn College 1991 — 1996
B.S., Computer Science
High School #33, Kiev
Colin Rafferty Colin Rafferty's Credit Suisse First Boston Experience March 1994 - May 1995
Job
Industry Internet
Experience
Facebook May 2012 - Present
Two Sigma Investments March 2009 - April 2012
Google March 2007 - March 2009
Morgan Stanley April 1998 - March 2007
Merrill Lynch May 1995 - April 1998
Credit Suisse First Boston March 1994 - May 1995
Lehman Brothers February 1993 - March 1994
National Broadcasting Company May 1990 - August 1992
GE Global Research June 1987 - May 1990
Skills
Refereeing, Drinking, Driving
Education
Carnegie Mellon University 1983 — 1987
B.S., Computer Science
Performing Arts High School 1979 — 1983
High School, Drama
Facebook May 2012 - Present
Two Sigma Investments March 2009 - April 2012
Google March 2007 - March 2009
Morgan Stanley April 1998 - March 2007
Merrill Lynch May 1995 - April 1998
Credit Suisse First Boston March 1994 - May 1995
Lehman Brothers February 1993 - March 1994
National Broadcasting Company May 1990 - August 1992
GE Global Research June 1987 - May 1990
Skills
Refereeing, Drinking, Driving
Education
Carnegie Mellon University 1983 — 1987
B.S., Computer Science
Performing Arts High School 1979 — 1983
High School, Drama
David Lavallee David Lavallee's Credit Suisse First Boston Experience 1996 - 2000
Job CEO & CoFounder at Gameface Media, LLC
Industry Sports
Experience
Gameface Media November 2012 - Present
Franconia Ski Club March 2015 - Present
Morgan Keegan Technology Group 2001 - April 2012
Credit Suisse First Boston 1996 - 2000
Testa, Hurwitz & Thibeault, LLP 1995 - 1996
U.S. Senate Judiciary Committee 1991 - 1993
Education
Georgetown University Law Center 1992 — 1995
J.D.
Brown University 1983 — 1987
Phillips Exeter Academy 1981 — 1983
Gameface Media November 2012 - Present
Franconia Ski Club March 2015 - Present
Morgan Keegan Technology Group 2001 - April 2012
Credit Suisse First Boston 1996 - 2000
Testa, Hurwitz & Thibeault, LLP 1995 - 1996
U.S. Senate Judiciary Committee 1991 - 1993
Education
Georgetown University Law Center 1992 — 1995
J.D.
Brown University 1983 — 1987
Phillips Exeter Academy 1981 — 1983
Ila Afsharipour Ila Afsharipour's Credit Suisse First Boston Experience July 2001 - August 2003
Job Managing Director at US Bancorp
Industry Capital Markets
Experience
US Bank November 2010 - Present
Bank of America Merrill Lynch April 2009 - November 2010
Banc of America Securities August 2003 - April 2009
Credit Suisse First Boston July 2001 - August 2003
Skills
Public Finance, Bonds, Structured Finance, Fixed Income, Financial Structuring, Banking, Securities, Municipal, Structuring, Investment Banking, Credit Analysis, Debt, Real Estate, Higher Education, Project Finance, Non-profits, Loans, Derivatives, Credit, Nonprofits, Affordable Housing, Real Estate Economics, Series 7, Municipalities, Real Estate Finance
Education
California Polytechnic State University-San Luis Obispo
BS, Economics / International Finance
US Bank November 2010 - Present
Bank of America Merrill Lynch April 2009 - November 2010
Banc of America Securities August 2003 - April 2009
Credit Suisse First Boston July 2001 - August 2003
Skills
Public Finance, Bonds, Structured Finance, Fixed Income, Financial Structuring, Banking, Securities, Municipal, Structuring, Investment Banking, Credit Analysis, Debt, Real Estate, Higher Education, Project Finance, Non-profits, Loans, Derivatives, Credit, Nonprofits, Affordable Housing, Real Estate Economics, Series 7, Municipalities, Real Estate Finance
Education
California Polytechnic State University-San Luis Obispo
BS, Economics / International Finance
Andrew Breen's Credit Suisse First Boston Experience 1998 - 1999
Job Experienced Product & Technology Executive
Industry Computer Software
Experience
American Express 2014 - Present
NYU Stern School of Business 2014 - Present
The Product Mentor 2014 - 2015
Voxy 2012 - 2013
Medialets 2009 - 2012
Independent Consultant 2006 - 2009
Palm 2001 - 2006
ThinAirApps 2000 - 2001
SilverPlum 1999 - 2000
Credit Suisse First Boston 1998 - 1999
Skills
Mobile Devices, Product Management, Mobile Applications, Strategic Partnerships, Start-ups, Mobile Technology, Strategy, E-commerce, Entrepreneurship, User Experience, Mobile Content, Business Strategy, Agile Methodologies, Product Development, Mobile Advertising, Cross-functional Team..., Digital Media, Online Advertising, Mobile Internet, SaaS, User Interface Design, Leadership, Management, Software Engineering, Product Marketing, Distributed Systems, Analytics, Go-to-market Strategy, Scalability, Educational Technology, Mobile Marketing, Mobile Strategy, Monetization, Mobile Commerce, Telecommunications, Visual Design, Renewable Energy, Solar PV, Creative Direction, Mobile, Product Strategy, Education, Strategy Development, Speech Recognition, Text-to-Speech, Data Analysis, Product Design, User Experience Design, Lean Startup, Natural Language...
Education
Carnegie Mellon University 1990 — 1994
BS, Information and Decision Systems, Industrial Management, Computer Science
American Express 2014 - Present
NYU Stern School of Business 2014 - Present
The Product Mentor 2014 - 2015
Voxy 2012 - 2013
Medialets 2009 - 2012
Independent Consultant 2006 - 2009
Palm 2001 - 2006
ThinAirApps 2000 - 2001
SilverPlum 1999 - 2000
Credit Suisse First Boston 1998 - 1999
Skills
Mobile Devices, Product Management, Mobile Applications, Strategic Partnerships, Start-ups, Mobile Technology, Strategy, E-commerce, Entrepreneurship, User Experience, Mobile Content, Business Strategy, Agile Methodologies, Product Development, Mobile Advertising, Cross-functional Team..., Digital Media, Online Advertising, Mobile Internet, SaaS, User Interface Design, Leadership, Management, Software Engineering, Product Marketing, Distributed Systems, Analytics, Go-to-market Strategy, Scalability, Educational Technology, Mobile Marketing, Mobile Strategy, Monetization, Mobile Commerce, Telecommunications, Visual Design, Renewable Energy, Solar PV, Creative Direction, Mobile, Product Strategy, Education, Strategy Development, Speech Recognition, Text-to-Speech, Data Analysis, Product Design, User Experience Design, Lean Startup, Natural Language...
Education
Carnegie Mellon University 1990 — 1994
BS, Information and Decision Systems, Industrial Management, Computer Science
Christopher Aidone's Credit Suisse First Boston Experience 1995 - 1998
Job
Industry Venture Capital & Private Equity
Experience
Deutsche Bank 1998 - 2000
Credit Suisse First Boston 1995 - 1998
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Venture Capital, Alternative Investments, Emerging Markets, Investments, Valuation, Investor Relations, Hedge Funds, Portfolio Management, Private Placements, Financial Modeling, Growth Capital, LBO, Corporate Finance
Education
Bowdoin College 1991 — 1995
B.A.
Universidad de Sevilla 1994 — 1994
Irvington High School 1987 — 1991
High School
Deutsche Bank 1998 - 2000
Credit Suisse First Boston 1995 - 1998
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Venture Capital, Alternative Investments, Emerging Markets, Investments, Valuation, Investor Relations, Hedge Funds, Portfolio Management, Private Placements, Financial Modeling, Growth Capital, LBO, Corporate Finance
Education
Bowdoin College 1991 — 1995
B.A.
Universidad de Sevilla 1994 — 1994
Irvington High School 1987 — 1991
High School
David Popowitz's Credit Suisse First Boston Experience July 1998 - December 2008
Job Bringing in awesome technology and talent to GoDaddy's thru partnerships and acquisitions
Industry Internet
Experience
VoiceBase January 2011 - January 2012
RingCentral January 2011 - June 2011
Credit Suisse July 1998 - January 2009
Credit Suisse First Boston July 1998 - December 2008
Credit Suisse First Boston Technology Group July 1998 - December 2008
Deustche Morgan Grenfell Technology Group April 1996 - July 1998
Morgan Stanley July 1993 - April 1996
Morgan Stanley July 1989 - June 1991
Skills
Negotiation, Financial Management, Team Building, Corporate Development, Mergers, Valuation, Venture Capital, Private Equity, Business Strategy, Corporate Finance, SaaS, Investments, Financial Modeling, Investment Banking, Equities, LBO, Due Diligence, Capital Markets, IPO, Banking, M&A experience, Private Placements, Financial Markets, Start-ups, Deal Structuring
Education
Harvard Business School 1991 — 1993
MBA
Brown University 1985 — 1989
BA
Brooks School 1981 — 1985
High School degree
VoiceBase January 2011 - January 2012
RingCentral January 2011 - June 2011
Credit Suisse July 1998 - January 2009
Credit Suisse First Boston July 1998 - December 2008
Credit Suisse First Boston Technology Group July 1998 - December 2008
Deustche Morgan Grenfell Technology Group April 1996 - July 1998
Morgan Stanley July 1993 - April 1996
Morgan Stanley July 1989 - June 1991
Skills
Negotiation, Financial Management, Team Building, Corporate Development, Mergers, Valuation, Venture Capital, Private Equity, Business Strategy, Corporate Finance, SaaS, Investments, Financial Modeling, Investment Banking, Equities, LBO, Due Diligence, Capital Markets, IPO, Banking, M&A experience, Private Placements, Financial Markets, Start-ups, Deal Structuring
Education
Harvard Business School 1991 — 1993
MBA
Brown University 1985 — 1989
BA
Brooks School 1981 — 1985
High School degree
Jimshade Chaudhari's Credit Suisse First Boston Experience November 2001 - July 2003
Job
Industry Internet
Experience
Sling TV August 2015 - Present
DISH Network February 2011 - Present
Sprint Nextel July 2005 - February 2011
Credit Suisse First Boston November 2001 - July 2003
Accenture 2000 - 2001
Merrill Lynch June 1998 - September 2000
Skills
Mobile Devices, Business Development, Vendor Management, Strategy, Online Advertising, Interactive TV, Product Management, Product Marketing, Strategic Partnerships, Competitive Analysis, Cross-functional Team..., Analytics, Mobile Applications, Wireless, Telecommunications, Product Development, Mobile Marketing, Business Strategy, Program Management, Requirements Analysis, E-commerce, Mobile Advertising, Mobile Technology, New Business Development, Marketing Strategy, Integrated Marketing, Management, Leadership, Go-to-market Strategy, IT Strategy, Marketing
Education
Brown University
BS, Electicial Engineering with a focus on Computer Engineering
Duke University - The Fuqua School of Business
MBA, Focus on Marketing & General Management
Sling TV August 2015 - Present
DISH Network February 2011 - Present
Sprint Nextel July 2005 - February 2011
Credit Suisse First Boston November 2001 - July 2003
Accenture 2000 - 2001
Merrill Lynch June 1998 - September 2000
Skills
Mobile Devices, Business Development, Vendor Management, Strategy, Online Advertising, Interactive TV, Product Management, Product Marketing, Strategic Partnerships, Competitive Analysis, Cross-functional Team..., Analytics, Mobile Applications, Wireless, Telecommunications, Product Development, Mobile Marketing, Business Strategy, Program Management, Requirements Analysis, E-commerce, Mobile Advertising, Mobile Technology, New Business Development, Marketing Strategy, Integrated Marketing, Management, Leadership, Go-to-market Strategy, IT Strategy, Marketing
Education
Brown University
BS, Electicial Engineering with a focus on Computer Engineering
Duke University - The Fuqua School of Business
MBA, Focus on Marketing & General Management
Angela Fong's Credit Suisse First Boston Experience May 1998 - June 2001
Job Engineering Director
Industry Computer Software
Experience
Joyent February 2015 - Present
Cisco April 2011 - February 2015
newScale Inc (now part of Cisco) January 2007 - April 2011
Oracle USA March 2003 - January 2007
Credit Suisse First Boston May 1998 - June 2001
Lehman Brothers October 1994 - February 1998
Cathay Pacific Airways January 1991 - March 1994
Skills
Agile Methodologies, Quality Assurance, Cloud Computing, Testing, Technical Writing, Software Development, Management, Business Process, SQL, Program Management, Relase Management, Global Cross-Functional..., Web Services, Test Automation
Education
California State University, Hayward
MBA, Finance
City University of Hong Kong
M.A., Translation and Interpretation
London School of Economics, University of London
M.Sc., Information Systems
University of Hong Kong
B.Sc., Industrial Engineering
Joyent February 2015 - Present
Cisco April 2011 - February 2015
newScale Inc (now part of Cisco) January 2007 - April 2011
Oracle USA March 2003 - January 2007
Credit Suisse First Boston May 1998 - June 2001
Lehman Brothers October 1994 - February 1998
Cathay Pacific Airways January 1991 - March 1994
Skills
Agile Methodologies, Quality Assurance, Cloud Computing, Testing, Technical Writing, Software Development, Management, Business Process, SQL, Program Management, Relase Management, Global Cross-Functional..., Web Services, Test Automation
Education
California State University, Hayward
MBA, Finance
City University of Hong Kong
M.A., Translation and Interpretation
London School of Economics, University of London
M.Sc., Information Systems
University of Hong Kong
B.Sc., Industrial Engineering
Robert Jabamalai's Credit Suisse First Boston Experience July 2008 - Present
Job Technical Analyst
Industry Computer Software
Experience
Credit Suisse First Boston July 2008 - Present
Verizon Wireless April 2007 - June 2008
Hewlett-Packard Laboratories February 2003 - January 2007
Education
Bharathidasan University
MCA, Computers
Credit Suisse First Boston July 2008 - Present
Verizon Wireless April 2007 - June 2008
Hewlett-Packard Laboratories February 2003 - January 2007
Education
Bharathidasan University
MCA, Computers
John Song's Credit Suisse First Boston Experience 1999 - 2001
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2006 - Present
Booz Allen Hamilton 2003 - 2005
Credit Suisse First Boston 1999 - 2001
Bankers Trust 1996 - 1999
Skills
Mergers & Acquisitions, Mergers, Due Diligence, Corporate Development, Private Equity, Management Consulting, Venture Capital, Investment Banking, Leadership, Financial Modeling, Valuation, Corporate Finance, LBO, M, Restructuring, Divestitures
Education
The University of Chicago 2001 — 2003
MBA, Finance, Strategic Management
Boston University
BA, Political Science
Houlihan Lokey 2006 - Present
Booz Allen Hamilton 2003 - 2005
Credit Suisse First Boston 1999 - 2001
Bankers Trust 1996 - 1999
Skills
Mergers & Acquisitions, Mergers, Due Diligence, Corporate Development, Private Equity, Management Consulting, Venture Capital, Investment Banking, Leadership, Financial Modeling, Valuation, Corporate Finance, LBO, M, Restructuring, Divestitures
Education
The University of Chicago 2001 — 2003
MBA, Finance, Strategic Management
Boston University
BA, Political Science
Dane K. Mathews's Credit Suisse First Boston Experience 1994 - 1997
Job Director of Digital Engagement, Global Digital Department at McDonald's Corporation
Industry Retail
Experience
McDonald's Corporation July 2014 - Present
Target January 2013 - July 2014
Target February 2011 - December 2012
Target January 2009 - February 2011
Harrah's Entertainment September 2006 - September 2008
Toggle Entertainment 1998 - 2001
Owner, Getty Gas Station 1997 - 1999
Credit Suisse First Boston 1994 - 1997
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA
Carnegie Mellon University 1990 — 1994
BS
McDonald's Corporation July 2014 - Present
Target January 2013 - July 2014
Target February 2011 - December 2012
Target January 2009 - February 2011
Harrah's Entertainment September 2006 - September 2008
Toggle Entertainment 1998 - 2001
Owner, Getty Gas Station 1997 - 1999
Credit Suisse First Boston 1994 - 1997
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA
Carnegie Mellon University 1990 — 1994
BS
Tariq Fancy's Credit Suisse First Boston Experience 2001 - 2003
Job
Industry Nonprofit Organization Management
Experience
The Rumie Initiative 2013 - Present
CPP Investment Board 2010 - 2012
MHR Fund Management 2003 - 2008
Credit Suisse First Boston 2001 - 2003
Merrill Lynch 2000 - 2000
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Emerging Markets, Hedge Funds, Turnaround Experience, Distressed Debt, Entrepreneurship, Economic Research, Public Policy, Fixed Income, Portfolio Management, Financial Markets, Business Strategy, Management Consulting, Social Ventures, Venture Capital, Corporate Finance, Corporate Development, M&A experience, Investments, Bloomberg, Mergers & Acquisitions, Start-ups, Program Implementation, Social Entrepreneurship
Education
INSEAD
MBA, with Distinction, Business Administration
Institut d'Etudes politiques de Paris / Sciences Po Paris
Masters, Economics & Public Policy
University of Oxford 1999 — 2000
Study Abroad Program at Pembroke College, Oxford
Brown University 1997 — 2001
B.A., Honors with Highest Distinction
University of Toronto Schools
OSSD/UTS Diploma
The Rumie Initiative 2013 - Present
CPP Investment Board 2010 - 2012
MHR Fund Management 2003 - 2008
Credit Suisse First Boston 2001 - 2003
Merrill Lynch 2000 - 2000
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Emerging Markets, Hedge Funds, Turnaround Experience, Distressed Debt, Entrepreneurship, Economic Research, Public Policy, Fixed Income, Portfolio Management, Financial Markets, Business Strategy, Management Consulting, Social Ventures, Venture Capital, Corporate Finance, Corporate Development, M&A experience, Investments, Bloomberg, Mergers & Acquisitions, Start-ups, Program Implementation, Social Entrepreneurship
Education
INSEAD
MBA, with Distinction, Business Administration
Institut d'Etudes politiques de Paris / Sciences Po Paris
Masters, Economics & Public Policy
University of Oxford 1999 — 2000
Study Abroad Program at Pembroke College, Oxford
Brown University 1997 — 2001
B.A., Honors with Highest Distinction
University of Toronto Schools
OSSD/UTS Diploma
Jeffrey Dorst's Credit Suisse First Boston Experience October 2000 - July 2003
Job Director, Capital Markets at Houlihan Lokey
Industry Capital Markets
Experience
Houlihan Lokey August 2009 - Present
UBS Investment Bank April 2009 - June 2009
UBS Investment Bank 2003 - 2008
Credit Suisse First Boston October 2000 - July 2003
Donaldson, Lufkin & Jenrette November 1997 - October 2000
Smith Barney Inc. April 1995 - November 1997
Education
Bucknell University
BS
Horace Greeley High School
Houlihan Lokey August 2009 - Present
UBS Investment Bank April 2009 - June 2009
UBS Investment Bank 2003 - 2008
Credit Suisse First Boston October 2000 - July 2003
Donaldson, Lufkin & Jenrette November 1997 - October 2000
Smith Barney Inc. April 1995 - November 1997
Education
Bucknell University
BS
Horace Greeley High School
Vinod Doddamani's Credit Suisse First Boston Experience May 1997 - January 1999
Job
Industry Law Practice
Experience
Adeli and Tollen LLP June 2009 - October 2009
Cardinal Intellectual Property May 2008 - 2009
Wuersch & Gering LLP June 2005 - August 2005
Capital Group Companies February 2003 - May 2003
Pimco April 2000 - December 2000
Sony Pictures September 1999 - March 2000
Credit Suisse First Boston May 1997 - January 1999
Skills
Intellectual Property, Corporate Law, Patent Prosecution, Trademarks, Patents, Patentability, Copyright Law, Licensing, Patent Litigation, Litigation, Prosecution, Legal Writing, International Law, Trade Secrets, Legal Research, Mergers, Software Patents, Entertainment Law, Trademark Infringement, Invention, Client Counseling, Due Diligence, Patent Portfolio..., Commercial Litigation, Appeals, Civil Litigation, Legal Assistance, Legal Opinions, Mergers, Prior Art Search, Westlaw, Registered Patent...
Education
Patent Bar Bri 2006 — 2006
Patent Bar
Chapman University, School of Law 2003 — 2006
Doctor of Law (JD)
West Virginia University 1987 — 1988
MS
Purdue University 1985 — 1987
BS
St. Joseph's College, Bangalore 1983 — 1985
B. Sc.
Campion College Jamaica
Campion College Jamaica
Campion College Jamaica
Adeli and Tollen LLP June 2009 - October 2009
Cardinal Intellectual Property May 2008 - 2009
Wuersch & Gering LLP June 2005 - August 2005
Capital Group Companies February 2003 - May 2003
Pimco April 2000 - December 2000
Sony Pictures September 1999 - March 2000
Credit Suisse First Boston May 1997 - January 1999
Skills
Intellectual Property, Corporate Law, Patent Prosecution, Trademarks, Patents, Patentability, Copyright Law, Licensing, Patent Litigation, Litigation, Prosecution, Legal Writing, International Law, Trade Secrets, Legal Research, Mergers, Software Patents, Entertainment Law, Trademark Infringement, Invention, Client Counseling, Due Diligence, Patent Portfolio..., Commercial Litigation, Appeals, Civil Litigation, Legal Assistance, Legal Opinions, Mergers, Prior Art Search, Westlaw, Registered Patent...
Education
Patent Bar Bri 2006 — 2006
Patent Bar
Chapman University, School of Law 2003 — 2006
Doctor of Law (JD)
West Virginia University 1987 — 1988
MS
Purdue University 1985 — 1987
BS
St. Joseph's College, Bangalore 1983 — 1985
B. Sc.
Campion College Jamaica
Campion College Jamaica
Campion College Jamaica
Scott Silverman's Credit Suisse First Boston Experience 1998 - 2001
Job Managing Director, Group Head Consumer Products and Retail at ScottMacon, Ltd.
Industry Financial Services
Experience
Scott-Macon, Ltd. March 2014 - Present
Westbury Group LLC January 2012 - March 2014
Conway, Del Genio, Gries & Co., LLC 2002 - 2011
Credit Suisse First Boston 1998 - 2001
Ernst & Young Corporate Finance 1995 - 1998
E&Y - Moscow 1993 - 1995
Skills
Investment Banking, Private Equity, Venture Capital, Mergers, Valuation, Corporate Finance, Mergers & Acquisitions, Due Diligence, Financial Modeling, Restructuring, Start-ups, Strategy, Business Valuation, Equities, M&A experience, Capital Markets, LBO, Corporate Development
Education
The London School of Economics and Political Science (LSE) 1991 — 1992
Diploma, Business Studies
Brown University 1987 — 1991
BA, History (Honors)
Riverdale Country School 1980 — 1987
Diploma
Scott-Macon, Ltd. March 2014 - Present
Westbury Group LLC January 2012 - March 2014
Conway, Del Genio, Gries & Co., LLC 2002 - 2011
Credit Suisse First Boston 1998 - 2001
Ernst & Young Corporate Finance 1995 - 1998
E&Y - Moscow 1993 - 1995
Skills
Investment Banking, Private Equity, Venture Capital, Mergers, Valuation, Corporate Finance, Mergers & Acquisitions, Due Diligence, Financial Modeling, Restructuring, Start-ups, Strategy, Business Valuation, Equities, M&A experience, Capital Markets, LBO, Corporate Development
Education
The London School of Economics and Political Science (LSE) 1991 — 1992
Diploma, Business Studies
Brown University 1987 — 1991
BA, History (Honors)
Riverdale Country School 1980 — 1987
Diploma
Kieran Doran's Credit Suisse First Boston Experience 2000 - 2002
Job Managing Director at Rothschild
Industry Defense & Space
Experience
Rothschild July 2015 - Present
Warburg Pincus LLC February 2014 - Present
Cannon Hill Advisors LLC January 2012 - June 2015
BAE Systems, Inc. 2010 - 2011
L-3 2005 - 2010
Washington Capital Partners LLC 2002 - 2004
Credit Suisse First Boston 2000 - 2002
Credit Suisse First Boston 1998 - 1999
Skills
Corporate Development, Due Diligence, Valuation, Mergers, Financial Modeling, Venture Capital, Investment Banking, Strategy, Divestitures, Cross-functional Team..., M&A experience, Acquisitions, Contract Negotiation, Private Equity, Executive Management, Management, Corporate Finance, Acquisition Integration, Mergers & Acquisitions, Analysis, Start-ups, Integration, Corporate Law, Strategic Partnerships, International Business, Joint Ventures, Defense, Asset Management
Education
University of Virginia, Darden School of Business 1996 — 1998
Master of Business Administration (M.B.A.)
Boston College 1987 — 1991
Chaminade High School 1983 — 1987
Rothschild July 2015 - Present
Warburg Pincus LLC February 2014 - Present
Cannon Hill Advisors LLC January 2012 - June 2015
BAE Systems, Inc. 2010 - 2011
L-3 2005 - 2010
Washington Capital Partners LLC 2002 - 2004
Credit Suisse First Boston 2000 - 2002
Credit Suisse First Boston 1998 - 1999
Skills
Corporate Development, Due Diligence, Valuation, Mergers, Financial Modeling, Venture Capital, Investment Banking, Strategy, Divestitures, Cross-functional Team..., M&A experience, Acquisitions, Contract Negotiation, Private Equity, Executive Management, Management, Corporate Finance, Acquisition Integration, Mergers & Acquisitions, Analysis, Start-ups, Integration, Corporate Law, Strategic Partnerships, International Business, Joint Ventures, Defense, Asset Management
Education
University of Virginia, Darden School of Business 1996 — 1998
Master of Business Administration (M.B.A.)
Boston College 1987 — 1991
Chaminade High School 1983 — 1987
Evan Gerhard's Credit Suisse First Boston Experience August 2003 - July 2004
Job at Cairn Capital
Industry Capital Markets
Experience
Cairn Capital February 2012 - Present
UBS May 2010 - February 2012
Mill Hill Advisors December 2008 - May 2010
Lehman Brothers March 2008 - December 2008
RBS Greenwich Capital July 2004 - March 2008
Credit Suisse First Boston August 2003 - July 2004
Skills
Securities Lending, Fixed Income, Structured Finance, Structured Products, Financial Structuring, Market Risk
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2003
MS, Computational Finance
Indiana University - Kelley School of Business 1998 — 2002
BS, Business Management
Cairn Capital February 2012 - Present
UBS May 2010 - February 2012
Mill Hill Advisors December 2008 - May 2010
Lehman Brothers March 2008 - December 2008
RBS Greenwich Capital July 2004 - March 2008
Credit Suisse First Boston August 2003 - July 2004
Skills
Securities Lending, Fixed Income, Structured Finance, Structured Products, Financial Structuring, Market Risk
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2003
MS, Computational Finance
Indiana University - Kelley School of Business 1998 — 2002
BS, Business Management
Patrick McKeever's Credit Suisse First Boston Experience June 1997 - March 1998
Job Senior Equity Analyst at MKM Partners LLC
Industry Financial Services
Experience
MKM Partners LLC October 2007 - Present
Avondale Partners May 2006 - October 2007
SunTrust Robinson Humphrey October 1999 - May 2006
ABN AMRO March 1998 - October 1999
Credit Suisse First Boston June 1997 - March 1998
Education
Boston College
MKM Partners LLC October 2007 - Present
Avondale Partners May 2006 - October 2007
SunTrust Robinson Humphrey October 1999 - May 2006
ABN AMRO March 1998 - October 1999
Credit Suisse First Boston June 1997 - March 1998
Education
Boston College
Derek Chen's Credit Suisse First Boston Experience February 1997 - August 2007
Job Deputy CTRO of Global Macro Products at Credit Suisse
Industry Investment Management
Experience
Credit Suisse July 2010 - Present
Tudor Investment Corp May 2008 - June 2010
Merrill Lynch August 2007 - May 2008
Credit Suisse First Boston February 1997 - August 2007
Skills
Trading Systems, Electronic Trading, Trading, Hedge Funds, Derivatives, Fixed Income, Options, Equity Derivatives, Financial Markets, Market Data, Portfolio Management, Market Risk, Proprietary Trading, Trading Strategies, Capital Markets, Commodity, Equities, Bonds, Investment Banking, Swaps, Securities, Credit Derivatives, Quantitative Finance, Bloomberg, Equity Trading, Alternative Investments, Hedging, Technical Analysis, Interest Rate..., FX Options, Currency, Investments, Emerging Markets, Prime Brokerage, Equity Research, Low Latency, Quantitative Analytics, ETFs, Financial Modeling, Asset Management, Risk Management, Valuation, Structured Products, Finance, Financial Risk, Management, Asset Allocation
Education
Carnegie Mellon University 1991 — 1996
Ph.D, Applied Math/Computer Science
Shanghai Jiao Tong University 1986 — 1990
B.S., Electrical Engineering
Credit Suisse July 2010 - Present
Tudor Investment Corp May 2008 - June 2010
Merrill Lynch August 2007 - May 2008
Credit Suisse First Boston February 1997 - August 2007
Skills
Trading Systems, Electronic Trading, Trading, Hedge Funds, Derivatives, Fixed Income, Options, Equity Derivatives, Financial Markets, Market Data, Portfolio Management, Market Risk, Proprietary Trading, Trading Strategies, Capital Markets, Commodity, Equities, Bonds, Investment Banking, Swaps, Securities, Credit Derivatives, Quantitative Finance, Bloomberg, Equity Trading, Alternative Investments, Hedging, Technical Analysis, Interest Rate..., FX Options, Currency, Investments, Emerging Markets, Prime Brokerage, Equity Research, Low Latency, Quantitative Analytics, ETFs, Financial Modeling, Asset Management, Risk Management, Valuation, Structured Products, Finance, Financial Risk, Management, Asset Allocation
Education
Carnegie Mellon University 1991 — 1996
Ph.D, Applied Math/Computer Science
Shanghai Jiao Tong University 1986 — 1990
B.S., Electrical Engineering
Charlie Glavin's Credit Suisse First Boston Experience 1997 - 2002
Job CFO at ViXS Systems Inc.
Industry Semiconductors
Experience
ViXS Systems Inc. July 2013 - Present
Phoenix Biomass Energy August 2010 - August 2013
MP2 Capital May 2009 - November 2010
New Enterprise Associates June 2008 - May 2009
Spreadtrum Communications January 2007 - July 2008
Needham & Company 2004 - 2007
ThinkEquity Partners 2002 - 2004
Credit Suisse First Boston 1997 - 2002
Robertson Stephens & Company 1996 - 1997
Intel 1993 - 1996
Skills
Mergers, Investments, Energy, Business Strategy, Strategic Planning, Financial Modeling, Due Diligence, Negotiation, Mergers & Acquisitions, Finance, Renewable Energy, Portfolio Management, Business Development, Project Finance, Venture Capital, Executive Management, Corporate Development, Private Equity, Cleantech
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance, Marketing, Decision Sciences
Bucknell University 1981 — 1985
BS, Eocnomics
ViXS Systems Inc. July 2013 - Present
Phoenix Biomass Energy August 2010 - August 2013
MP2 Capital May 2009 - November 2010
New Enterprise Associates June 2008 - May 2009
Spreadtrum Communications January 2007 - July 2008
Needham & Company 2004 - 2007
ThinkEquity Partners 2002 - 2004
Credit Suisse First Boston 1997 - 2002
Robertson Stephens & Company 1996 - 1997
Intel 1993 - 1996
Skills
Mergers, Investments, Energy, Business Strategy, Strategic Planning, Financial Modeling, Due Diligence, Negotiation, Mergers & Acquisitions, Finance, Renewable Energy, Portfolio Management, Business Development, Project Finance, Venture Capital, Executive Management, Corporate Development, Private Equity, Cleantech
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance, Marketing, Decision Sciences
Bucknell University 1981 — 1985
BS, Eocnomics
Jennifer (Martin) Tramontana's Credit Suisse First Boston Experience 1999 - 2000
Job Senior Vice President, Marketing Strategy & Analytics at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
Tufts University October 2013 - Present
Massachusetts General Hospital October 2013 - Present
Tufts University August 2014 - December 2014
Bank of America Merrill Lynch June 2009 - August 2014
Bank of America September 2008 - May 2009
Bank of America December 2005 - August 2008
Standard & Poor's Corporate Value Consulting 2004 - 2005
FleetBoston Financial November 2000 - June 2002
Credit Suisse First Boston 1999 - 2000
Skills
Financial Modeling, Due Diligence, Financial Analysis, Valuation, Marketing Analytics, Business Development, Business Strategy, Marketing Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA
Tufts University 1995 — 1999
Bachelor of Science, Mechanical Engineering
Yarmouth High School
Bank of America Merrill Lynch September 2014 - Present
Tufts University October 2013 - Present
Massachusetts General Hospital October 2013 - Present
Tufts University August 2014 - December 2014
Bank of America Merrill Lynch June 2009 - August 2014
Bank of America September 2008 - May 2009
Bank of America December 2005 - August 2008
Standard & Poor's Corporate Value Consulting 2004 - 2005
FleetBoston Financial November 2000 - June 2002
Credit Suisse First Boston 1999 - 2000
Skills
Financial Modeling, Due Diligence, Financial Analysis, Valuation, Marketing Analytics, Business Development, Business Strategy, Marketing Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA
Tufts University 1995 — 1999
Bachelor of Science, Mechanical Engineering
Yarmouth High School
Nicola Corzine's Credit Suisse First Boston Experience 2001 - 2002
Job Executive Director at Nasdaq Entrepreneurial Center
Industry Venture Capital & Private Equity
Experience
Nasdaq Entrepreneurial Center January 2015 - Present
Band of Angels 2008 - January 2015
Financing Partners 2003 - July 2008
Fundraising Forum 2002 - 2003
Credit Suisse First Boston 2001 - 2002
Digital Integrity 1999 - 2001
Skills
Start-ups, Investments, Mergers, Business Strategy, Private Equity, Entrepreneurship, Mergers & Acquisitions, Angel Investing, Venture Capital, SaaS, Licensing, Corporate Development, Strategic Partnerships, Go-to-market Strategy, Product Management, Financial Modeling, Strategy, Program Management, Business Development, Due Diligence, Acquisitions, Business Planning, Finance, Marketing, Enterprise Software, Fundraising, Leadership, Executive Management, Management Consulting, Competitive Analysis, Cleantech, IPO, Mobile Devices, Valuation, E-commerce, M&A experience, Board of Directors
Education
California State University-East Bay
BA, Liberal Studies
Sussex University
AA, Government & Law
Nasdaq Entrepreneurial Center January 2015 - Present
Band of Angels 2008 - January 2015
Financing Partners 2003 - July 2008
Fundraising Forum 2002 - 2003
Credit Suisse First Boston 2001 - 2002
Digital Integrity 1999 - 2001
Skills
Start-ups, Investments, Mergers, Business Strategy, Private Equity, Entrepreneurship, Mergers & Acquisitions, Angel Investing, Venture Capital, SaaS, Licensing, Corporate Development, Strategic Partnerships, Go-to-market Strategy, Product Management, Financial Modeling, Strategy, Program Management, Business Development, Due Diligence, Acquisitions, Business Planning, Finance, Marketing, Enterprise Software, Fundraising, Leadership, Executive Management, Management Consulting, Competitive Analysis, Cleantech, IPO, Mobile Devices, Valuation, E-commerce, M&A experience, Board of Directors
Education
California State University-East Bay
BA, Liberal Studies
Sussex University
AA, Government & Law
Jon Ferguson's Credit Suisse First Boston Experience May 1999 - September 1999
Job Partner at FIC Capital
Industry Investment Management
Experience
FIC Capital, Inc. July 2002 - Present
Merrill Lynch July 2000 - November 2001
Credit Suisse First Boston May 1999 - September 1999
Schroders July 1997 - February 1999
NatWest Securities, Inc. September 1996 - July 1997
Value Line August 1995 - September 1996
Skills
Alternative Investments, Investments, Valuation, Equity Research
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA w/ Honors, Finance
State University of New York at Binghamton 1991 — 1995
BS/BA, Economics & Mathematics
FIC Capital, Inc. July 2002 - Present
Merrill Lynch July 2000 - November 2001
Credit Suisse First Boston May 1999 - September 1999
Schroders July 1997 - February 1999
NatWest Securities, Inc. September 1996 - July 1997
Value Line August 1995 - September 1996
Skills
Alternative Investments, Investments, Valuation, Equity Research
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA w/ Honors, Finance
State University of New York at Binghamton 1991 — 1995
BS/BA, Economics & Mathematics
Clark Hsu's Credit Suisse First Boston Experience 1997 - 2004
Job Portfolio Manager at Paramita Capital Management
Industry Investment Management
Experience
Paramita Capital Management January 2013 - Present
Vegasoul Capital Management July 2010 - 2012
VOLAXY Capital Advisor May 2009 - June 2010
Deutsche Bank 2006 - 2009
West End Capital Management 2004 - 2006
Credit Suisse First Boston 1997 - 2004
Acer Labs Inc. 1993 - 1995
Skills
Options, Derivatives, Fixed Income, Hedge Funds, Trading Systems, Trading, Proprietary Trading, Trading Strategies, Market Making, Equities, Hedging, Financial Structuring, Global Macro, ALM, Commodity, Rates, Quantitative Investing, Swaps, FX Options, High Frequency Trading, Portfolio Management, Credit Derivatives, Quantitative Analytics, Interest Rate..., Alternative Investments, Equity Derivatives, Bonds, Financial Markets, Electronic Trading, Emerging Markets, Quantitative Finance, FX trading, Investment Management, Asset Management, Equity Trading, Market Risk, Portfolio Optimization, Currency, Capital Markets, ETFs, Bloomberg, Structured Products, Investment Banking, Prime Brokerage, Equity Research, Asset Allocation, Market Data, Investment Strategies, Arbitrage, Technical Analysis
Education
Carnegie Mellon University 1995 — 1997
MS, Computational Finance
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MS in Computational Finance & MBA dual degrees
National Chiao Tung University 1989 — 1993
BS, Electronics Engineering
Paramita Capital Management January 2013 - Present
Vegasoul Capital Management July 2010 - 2012
VOLAXY Capital Advisor May 2009 - June 2010
Deutsche Bank 2006 - 2009
West End Capital Management 2004 - 2006
Credit Suisse First Boston 1997 - 2004
Acer Labs Inc. 1993 - 1995
Skills
Options, Derivatives, Fixed Income, Hedge Funds, Trading Systems, Trading, Proprietary Trading, Trading Strategies, Market Making, Equities, Hedging, Financial Structuring, Global Macro, ALM, Commodity, Rates, Quantitative Investing, Swaps, FX Options, High Frequency Trading, Portfolio Management, Credit Derivatives, Quantitative Analytics, Interest Rate..., Alternative Investments, Equity Derivatives, Bonds, Financial Markets, Electronic Trading, Emerging Markets, Quantitative Finance, FX trading, Investment Management, Asset Management, Equity Trading, Market Risk, Portfolio Optimization, Currency, Capital Markets, ETFs, Bloomberg, Structured Products, Investment Banking, Prime Brokerage, Equity Research, Asset Allocation, Market Data, Investment Strategies, Arbitrage, Technical Analysis
Education
Carnegie Mellon University 1995 — 1997
MS, Computational Finance
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MS in Computational Finance & MBA dual degrees
National Chiao Tung University 1989 — 1993
BS, Electronics Engineering
Elena Jaffurs's Credit Suisse First Boston Experience 1997 - 1998
Job Manager at Intex Solutions
Industry Financial Services
Experience
Intex Solutions February 2012 - Present
Intex Solutions July 2000 - February 2008
Arthur Andersen 1998 - 2000
Credit Suisse First Boston 1997 - 1998
Education
Northwestern University 1996 — 1997
M.S., Industrial Engineering
Carnegie Mellon University 1990 — 1994
B.S., Business
Intex Solutions February 2012 - Present
Intex Solutions July 2000 - February 2008
Arthur Andersen 1998 - 2000
Credit Suisse First Boston 1997 - 1998
Education
Northwestern University 1996 — 1997
M.S., Industrial Engineering
Carnegie Mellon University 1990 — 1994
B.S., Business
Vicky Keston's Credit Suisse First Boston Experience September 1997 - May 1998
Job CoFounder and CoPresident at Renegade Girls Tinkering Club
Industry Biotechnology
Experience
Renegade Girls Tinkering Club April 2015 - Present
Gooseling 2011 - Present
Fountainhead Partners LTD October 2007 - December 2011
Genentech July 1998 - December 2006
Credit Suisse First Boston September 1997 - May 1998
Alere Medical September 1996 - June 1997
General Electric March 1989 - September 1994
General Electric 1989 - 1994
Skills
Business Development, Start-ups, Biotechnology, Licensing, Strategy, Public Relations, Marketing Strategy, Management, Negotiation, Lifesciences, Product Development, Pharmaceutical Industry, Technology Transfer, Project Management, Strategic Partnerships, Venture Capital, Entrepreneurship, Patents, Video Game Production, Blogging, Life Sciences
Education
Stanford University Graduate School of Business 1994 — 1996
Master of Business Administration (MBA)
Carnegie Mellon University 1985 — 1989
BS, Mechanical Engineering
Renegade Girls Tinkering Club April 2015 - Present
Gooseling 2011 - Present
Fountainhead Partners LTD October 2007 - December 2011
Genentech July 1998 - December 2006
Credit Suisse First Boston September 1997 - May 1998
Alere Medical September 1996 - June 1997
General Electric March 1989 - September 1994
General Electric 1989 - 1994
Skills
Business Development, Start-ups, Biotechnology, Licensing, Strategy, Public Relations, Marketing Strategy, Management, Negotiation, Lifesciences, Product Development, Pharmaceutical Industry, Technology Transfer, Project Management, Strategic Partnerships, Venture Capital, Entrepreneurship, Patents, Video Game Production, Blogging, Life Sciences
Education
Stanford University Graduate School of Business 1994 — 1996
Master of Business Administration (MBA)
Carnegie Mellon University 1985 — 1989
BS, Mechanical Engineering
Margaret Coyle's Credit Suisse First Boston Experience 1999 - 2002
Job Group Vice President Corporate Development at Oracle Corporation
Industry Computer Software
Experience
Oracle Corporation November 2006 - Present
Fair Isaac March 2003 - October 2006
Credit Suisse May 1999 - December 2002
Credit Suisse First Boston 1999 - 2002
SG Cowen January 1997 - May 1999
Skills
Corporate Development, Mergers & Acquisitions, Strategy, Enterprise Software, Acquisition Integration, SaaS, Strategic Partnerships, Business Alliances, Start-ups, Product Management, Venture Capital, Analytics, Professional Services, Executive Management, Business Development, Cloud Computing, Go-to-market Strategy
Education
Canisius College 1991 — 1996
BA, Mathematics and Economics
Oracle Corporation November 2006 - Present
Fair Isaac March 2003 - October 2006
Credit Suisse May 1999 - December 2002
Credit Suisse First Boston 1999 - 2002
SG Cowen January 1997 - May 1999
Skills
Corporate Development, Mergers & Acquisitions, Strategy, Enterprise Software, Acquisition Integration, SaaS, Strategic Partnerships, Business Alliances, Start-ups, Product Management, Venture Capital, Analytics, Professional Services, Executive Management, Business Development, Cloud Computing, Go-to-market Strategy
Education
Canisius College 1991 — 1996
BA, Mathematics and Economics
Joshua Schwalbe's Credit Suisse First Boston Experience June 2000 - April 2003
Job Vice President at Blackpoint Partners LLC
Industry Commercial Real Estate
Experience
Blackpoint Partners LLC July 2010 - Present
Savills November 2008 - July 2010
DTZ Rockwood June 2005 - February 2008
Loeb Partners June 2004 - August 2004
Credit Suisse First Boston June 2000 - April 2003
Skills
Real Estate Transactions, Asset Management, Real Estate Development, Real Estate, Real Estate Economics, Financial Modeling, Valuation, Real Estate Financing, Leases, Negotiation, Retail, Due Diligence
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Real Estate & Finance
Brandeis University 1996 — 2000
BA, Economics & History
Blackpoint Partners LLC July 2010 - Present
Savills November 2008 - July 2010
DTZ Rockwood June 2005 - February 2008
Loeb Partners June 2004 - August 2004
Credit Suisse First Boston June 2000 - April 2003
Skills
Real Estate Transactions, Asset Management, Real Estate Development, Real Estate, Real Estate Economics, Financial Modeling, Valuation, Real Estate Financing, Leases, Negotiation, Retail, Due Diligence
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Real Estate & Finance
Brandeis University 1996 — 2000
BA, Economics & History
Marisol Rubecindo's Credit Suisse First Boston Experience September 1998 - April 2003
Job Executive Director/Assistant General Counsel at J.P. Morgan
Industry Law Practice
Experience
J.P. Morgan November 2009 - Present
Davis Polk & Wardwell April 2008 - December 2009
Sidley Austin February 2005 - March 2008
U.S. Securities and Exchange Commission September 2003 - January 2005
Credit Suisse First Boston September 1998 - April 2003
Skills
Securities, Securities Regulation, Corporate Governance, Capital Markets, Corporate Law, Financial Services, Due Diligence, Legal Research, Litigation
Education
Brooklyn Law School 1999 — 2003
Doctor of Law (J.D.)
Wellesley College 1992 — 1996
BA, Political Science, Latin Am. Studies
J.P. Morgan November 2009 - Present
Davis Polk & Wardwell April 2008 - December 2009
Sidley Austin February 2005 - March 2008
U.S. Securities and Exchange Commission September 2003 - January 2005
Credit Suisse First Boston September 1998 - April 2003
Skills
Securities, Securities Regulation, Corporate Governance, Capital Markets, Corporate Law, Financial Services, Due Diligence, Legal Research, Litigation
Education
Brooklyn Law School 1999 — 2003
Doctor of Law (J.D.)
Wellesley College 1992 — 1996
BA, Political Science, Latin Am. Studies
Matt Lewisman's Credit Suisse First Boston Experience June 1999 - July 2002
Job IB Chief Data Office: Global Change Management
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
Sagence September 2010 - July 2011
Textura Corporation March 2008 - September 2010
UBS July 2004 - March 2007
UBS July 2002 - July 2004
Credit Suisse First Boston June 1999 - July 2002
Skills
Reference Data, Asset Managment, Data Management, Dodd-Frank, Equities, Data Feeds, B2B, Management Consulting, IT Strategy, Strategic Planning, Business Development, Business Intelligence, Integration
Education
City University London 1996 — 1999
BSC, Business Economics
Credit Suisse July 2011 - Present
Sagence September 2010 - July 2011
Textura Corporation March 2008 - September 2010
UBS July 2004 - March 2007
UBS July 2002 - July 2004
Credit Suisse First Boston June 1999 - July 2002
Skills
Reference Data, Asset Managment, Data Management, Dodd-Frank, Equities, Data Feeds, B2B, Management Consulting, IT Strategy, Strategic Planning, Business Development, Business Intelligence, Integration
Education
City University London 1996 — 1999
BSC, Business Economics
Dan McCarthy's Credit Suisse First Boston Experience 1995 - 1998
Job Institutional Business Development at Columbia Management
Industry Investment Management
Experience
Columbia Management 2011 - Present
Eaton Vance Management 2006 - 2011
State Street 2002 - 2006
Credit Suisse First Boston 1995 - 1998
Goldman Sachs 1987 - 1995
Skills
Securities, Trading, Alternative Investments, Hedge Funds, Equities, Asset Managment, Economics, Investments, Portfolio Management, Fixed Income, Series 7, Capital Markets, Mutual Funds, Series 63
Education
Harvard Business School 1985 — 1987
MBA
Harvard University 1974 — 1978
AB
Boston Latin School 1967 — 1974
Columbia Management 2011 - Present
Eaton Vance Management 2006 - 2011
State Street 2002 - 2006
Credit Suisse First Boston 1995 - 1998
Goldman Sachs 1987 - 1995
Skills
Securities, Trading, Alternative Investments, Hedge Funds, Equities, Asset Managment, Economics, Investments, Portfolio Management, Fixed Income, Series 7, Capital Markets, Mutual Funds, Series 63
Education
Harvard Business School 1985 — 1987
MBA
Harvard University 1974 — 1978
AB
Boston Latin School 1967 — 1974
Pascal Denis's Credit Suisse First Boston Experience July 2004 - June 2006
Job Principal at Potomac Equity Partners
Industry Venture Capital & Private Equity
Experience
Potomac Equity Partners January 2013 - Present
Audax Group July 2006 - January 2013
Credit Suisse First Boston July 2004 - June 2006
Skills
Private Equity, LBO, Valuation, Financial Modeling, Due Diligence, Investment Banking, Alternative Investments, M&A experience, Corporate Finance, Mergers, Leveraged Finance, Investments, Financial Analysis, Portfolio Management, Management, Equities, Mergers & Acquisitions, Finance, Strategy, Acquisitions, Structured Finance
Education
Brown University 2000 — 2004
BA, Business Economics / Public & Private Sector Organizations - with honors
La Ruche High School 1991 — 1996
Potomac Equity Partners January 2013 - Present
Audax Group July 2006 - January 2013
Credit Suisse First Boston July 2004 - June 2006
Skills
Private Equity, LBO, Valuation, Financial Modeling, Due Diligence, Investment Banking, Alternative Investments, M&A experience, Corporate Finance, Mergers, Leveraged Finance, Investments, Financial Analysis, Portfolio Management, Management, Equities, Mergers & Acquisitions, Finance, Strategy, Acquisitions, Structured Finance
Education
Brown University 2000 — 2004
BA, Business Economics / Public & Private Sector Organizations - with honors
La Ruche High School 1991 — 1996
Neil Stein's Credit Suisse First Boston Experience 1996 - 2002
Job Portfolio Manager at Levin Capital Strategies
Industry Financial Services
Experience
Levin Capital Strategies 2006 - Present
John A. Levin & Co. 2002 - 2006
Credit Suisse First Boston 1996 - 2002
Education
The London School of Economics and Political Science (LSE) 1994 — 1995
MSc.
Bucknell University 1990 — 1994
Levin Capital Strategies 2006 - Present
John A. Levin & Co. 2002 - 2006
Credit Suisse First Boston 1996 - 2002
Education
The London School of Economics and Political Science (LSE) 1994 — 1995
MSc.
Bucknell University 1990 — 1994
Joseph Bustros, CFA's Credit Suisse First Boston Experience August 2001 - October 2006
Job Director at Credit Suisse
Industry Oil & Energy
Experience
Credit Suisse June 2014 - Present
Credit Suisse October 2006 - June 2014
Credit Suisse First Boston August 2001 - October 2006
UBS Investment Bank 2000 - 2001
Societe Generale Cowen 1999 - 2000
JPMorgan Chase 1998 - 1999
Skills
Due Diligence, Equity Research, Corporate Finance, Credit Analysis, Investment Banking, Equities, Portfolio Management, Fixed Income, Credit, Private Banking, Derivatives, Bloomberg, Capital Markets, Emerging Markets, Hedge Funds
Education
Boston College 1994 — 1998
Bachelor of Arts
Loyola High School 1990 — 1994
High School
Saint David's School 1980 — 1990
Elementary
Credit Suisse June 2014 - Present
Credit Suisse October 2006 - June 2014
Credit Suisse First Boston August 2001 - October 2006
UBS Investment Bank 2000 - 2001
Societe Generale Cowen 1999 - 2000
JPMorgan Chase 1998 - 1999
Skills
Due Diligence, Equity Research, Corporate Finance, Credit Analysis, Investment Banking, Equities, Portfolio Management, Fixed Income, Credit, Private Banking, Derivatives, Bloomberg, Capital Markets, Emerging Markets, Hedge Funds
Education
Boston College 1994 — 1998
Bachelor of Arts
Loyola High School 1990 — 1994
High School
Saint David's School 1980 — 1990
Elementary
Irene Halpin's Credit Suisse First Boston Experience May 2000 - September 2005
Job Executive Director and Assistant General Counsel at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase October 2006 - Present
The Bank of New York October 2005 - October 2006
Credit Suisse First Boston May 2000 - September 2005
Skills
Corporate Governance, Trading, Alternative Investments, Hedge Funds, Equities, Securities, Capital Markets, Securities Regulation, Derivatives, Electronic Trading, FINRA, AML, Series 7
Education
Boston University School of Law 1986 — 1989
J.D., Law
Colgate University 1981 — 1985
B.A., English
JPMorgan Chase October 2006 - Present
The Bank of New York October 2005 - October 2006
Credit Suisse First Boston May 2000 - September 2005
Skills
Corporate Governance, Trading, Alternative Investments, Hedge Funds, Equities, Securities, Capital Markets, Securities Regulation, Derivatives, Electronic Trading, FINRA, AML, Series 7
Education
Boston University School of Law 1986 — 1989
J.D., Law
Colgate University 1981 — 1985
B.A., English
Albert Li, CISSP, PMP's Credit Suisse First Boston Experience 1997 - 2000
Job Consultant
Industry Financial Services
Experience
Independent Consultant 2011 - Present
Merrill Lynch 2000 - 2010
Quixi 2000 - 2000
Credit Suisse First Boston 1997 - 2000
Union Bank of Switzerland 1996 - 1997
Charles Schwab 1994 - 1996
Weiss Peck & Greer 1993 - 1994
ESPN 1992 - 1993
Skills
Enterprise Architecture, IT Strategy, Application Architecture, Vendor Management, Solution Architecture, IT Management, SDLC, Disaster Recovery, Business Continuity, Software Project..., ITIL, Integration, Data Center, Business Analysis, Cloud Computing, SOA, Information Technology, PMP, Security, Unix, IT Operations, IT Service Management, Leadership, Virtualization, Information Security, Infrastructure, Enterprise Software, Governance, Information Security..., PMO, Solaris, Software Development, Business Intelligence, Pre-sales, Professional Services, Outsourcing, High Availability, Data Warehousing, Network Security, System Architecture, SaaS, Project Portfolio..., Requirements Analysis, Architectures
Education
Capitol College 2003 — 2005
Network Security
Columbia University in the City of New York 1987 — 1989
Computer Sciences
Bloomsburg University of Pennsylvania 1981 — 1985
Physics and Mathematics
Independent Consultant 2011 - Present
Merrill Lynch 2000 - 2010
Quixi 2000 - 2000
Credit Suisse First Boston 1997 - 2000
Union Bank of Switzerland 1996 - 1997
Charles Schwab 1994 - 1996
Weiss Peck & Greer 1993 - 1994
ESPN 1992 - 1993
Skills
Enterprise Architecture, IT Strategy, Application Architecture, Vendor Management, Solution Architecture, IT Management, SDLC, Disaster Recovery, Business Continuity, Software Project..., ITIL, Integration, Data Center, Business Analysis, Cloud Computing, SOA, Information Technology, PMP, Security, Unix, IT Operations, IT Service Management, Leadership, Virtualization, Information Security, Infrastructure, Enterprise Software, Governance, Information Security..., PMO, Solaris, Software Development, Business Intelligence, Pre-sales, Professional Services, Outsourcing, High Availability, Data Warehousing, Network Security, System Architecture, SaaS, Project Portfolio..., Requirements Analysis, Architectures
Education
Capitol College 2003 — 2005
Network Security
Columbia University in the City of New York 1987 — 1989
Computer Sciences
Bloomsburg University of Pennsylvania 1981 — 1985
Physics and Mathematics
Biswajit Sarkar's Credit Suisse First Boston Experience July 1998 - August 2001
Job Credit Risk Technology at Bank of America
Industry Financial Services
Experience
Bank of America March 2012 - Present
Morgan Stanley October 2006 - March 2012
Deutsche Bank August 2003 - September 2006
Independent Consultant to Goldman Sachs and others August 2001 - June 2003
Credit Suisse First Boston July 1998 - August 2001
SIAC November 1996 - June 1998
DLJ July 1993 - October 1996
TIAA-CREF December 1992 - June 1993
Skills
Enterprise Architecture, Integration, Agile Methodologies, Trading Systems, Investment Banking, Equities, Business Analysis, Change Management, SDLC, Capital Markets, Derivatives, Risk Management
Education
Birla Institute of Technology 1980 — 1984
B Tech, Electrical Engg
Bank of America March 2012 - Present
Morgan Stanley October 2006 - March 2012
Deutsche Bank August 2003 - September 2006
Independent Consultant to Goldman Sachs and others August 2001 - June 2003
Credit Suisse First Boston July 1998 - August 2001
SIAC November 1996 - June 1998
DLJ July 1993 - October 1996
TIAA-CREF December 1992 - June 1993
Skills
Enterprise Architecture, Integration, Agile Methodologies, Trading Systems, Investment Banking, Equities, Business Analysis, Change Management, SDLC, Capital Markets, Derivatives, Risk Management
Education
Birla Institute of Technology 1980 — 1984
B Tech, Electrical Engg
Janet Sracic Cahill's Credit Suisse First Boston Experience November 1997 - April 2001
Job COO for Technology and Chief of Staff to the CIO at AIG
Industry Information Technology and Services
Experience
Argonne National Laboratory February 2014 - October 2014
Merrill Lynch March 2004 - November 2006
Merrill Lynch April 2001 - March 2004
Credit Suisse First Boston November 1997 - April 2001
Bankers Trust Company August 1987 - November 1997
Skills
Risk Management, Fixed Income, Financial Services, Program Management, Derivatives, Business Analysis, Banking, Management, Cross-functional Team..., Portfolio Management, Investment Banking, Capital Markets, Investments, Leadership, Project Management, Strategic Planning, Wealth Management, Technology Management, Employee Management, Business Strategy, IT Strategy
Education
University of Pennsylvania - The Wharton School
MBA
Bucknell University
Bachelor of Science
Argonne National Laboratory February 2014 - October 2014
Merrill Lynch March 2004 - November 2006
Merrill Lynch April 2001 - March 2004
Credit Suisse First Boston November 1997 - April 2001
Bankers Trust Company August 1987 - November 1997
Skills
Risk Management, Fixed Income, Financial Services, Program Management, Derivatives, Business Analysis, Banking, Management, Cross-functional Team..., Portfolio Management, Investment Banking, Capital Markets, Investments, Leadership, Project Management, Strategic Planning, Wealth Management, Technology Management, Employee Management, Business Strategy, IT Strategy
Education
University of Pennsylvania - The Wharton School
MBA
Bucknell University
Bachelor of Science
Henry Persons's Credit Suisse First Boston Experience August 2000 - August 2004
Job Vice President at Barclays Wealth & Investment Mgmt
Industry Investment Management
Experience
Barclays April 2009 - Present
Deutsche Bank September 2005 - March 2009
Credit Suisse First Boston August 2000 - August 2004
Cassiday, Schade & Gloor, LLP 1997 - 2000
Parrillo Weiss & O'Halloran, L.P. 1994 - 1997
Skills
Alternative Investments, Equities, Asset Managment, Hedge Funds, Capital Markets, Portfolio Management, Asset Allocation, Wealth Management, Investment Banking, Asset Management, Investments, Fixed Income, Securities, Derivatives, Private Equity, Investment Management, Bloomberg, Mutual Funds, Series 7
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1990 — 1993
J.D., Environmental & Energy Law
Middlebury College 1982 — 1986
Bachelor of Arts (B.A.), Economics
Edina HS
Barclays April 2009 - Present
Deutsche Bank September 2005 - March 2009
Credit Suisse First Boston August 2000 - August 2004
Cassiday, Schade & Gloor, LLP 1997 - 2000
Parrillo Weiss & O'Halloran, L.P. 1994 - 1997
Skills
Alternative Investments, Equities, Asset Managment, Hedge Funds, Capital Markets, Portfolio Management, Asset Allocation, Wealth Management, Investment Banking, Asset Management, Investments, Fixed Income, Securities, Derivatives, Private Equity, Investment Management, Bloomberg, Mutual Funds, Series 7
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1990 — 1993
J.D., Environmental & Energy Law
Middlebury College 1982 — 1986
Bachelor of Arts (B.A.), Economics
Edina HS
Bryon McGregor's Credit Suisse First Boston Experience February 1992 - May 1998
Job CFO
Industry Oil & Energy
Experience
Pacific Ethanol September 2008 - Present
E*TRADE Financial February 2002 - August 2008
BP May 1998 - January 2001
Credit Suisse First Boston February 1992 - May 1998
Sumitomo Mitsui Banking Corporation August 1989 - February 1992
Bank of America June 1987 - July 1989
Skills
Financial Analysis, Mergers, Due Diligence, Risk Management, Project Finance, Venture Capital, Accounting, Executive Management, Mergers & Acquisitions, Finance, Strategic Planning, Managerial Finance, Budgets, Financial Reporting, Financial Modeling, Cash Management, Forecasting, Strategic Financial..., Sarbanes-Oxley Act, Business Strategy, Valuation, Start-ups, Investments, Corporate Finance, Business Planning
Education
Brigham Young University 1983 — 1987
Bachelor of Business Administration (BBA)
Pacific Ethanol September 2008 - Present
E*TRADE Financial February 2002 - August 2008
BP May 1998 - January 2001
Credit Suisse First Boston February 1992 - May 1998
Sumitomo Mitsui Banking Corporation August 1989 - February 1992
Bank of America June 1987 - July 1989
Skills
Financial Analysis, Mergers, Due Diligence, Risk Management, Project Finance, Venture Capital, Accounting, Executive Management, Mergers & Acquisitions, Finance, Strategic Planning, Managerial Finance, Budgets, Financial Reporting, Financial Modeling, Cash Management, Forecasting, Strategic Financial..., Sarbanes-Oxley Act, Business Strategy, Valuation, Start-ups, Investments, Corporate Finance, Business Planning
Education
Brigham Young University 1983 — 1987
Bachelor of Business Administration (BBA)
Jack Doyle's Credit Suisse First Boston Experience April 1987 - January 1991
Job President at JVD Property Enterprises, Inc.
Industry Investment Management
Experience
JVD Property Enterprises, Inc. PartnerWexford CapitalApril 2004 - December 2013
Lazard 1991 - 1999
Credit Suisse First Boston April 1987 - January 1991
Skills
Hedge Funds, Private Equity, Investments, Portfolio Management, Alternative Investments, Trading, Equities, Due Diligence, Bloomberg, Asset Managment, Equity Research, Venture Capital, Mutual Funds, Fund Of Funds, Asset Management, Capital Markets, Fixed Income, Structured Finance
Education
Fordham University - Graduate School of Business Administration 1980 — 1983
Master of Business Administration (M.B.A.), Finance, General
Middlebury College 1974 — 1978
B.A., Russian Language, Economics, Charles A.Dana Scholar
Boston Latin School 1967 — 1974
JVD Property Enterprises, Inc. PartnerWexford CapitalApril 2004 - December 2013
Lazard 1991 - 1999
Credit Suisse First Boston April 1987 - January 1991
Skills
Hedge Funds, Private Equity, Investments, Portfolio Management, Alternative Investments, Trading, Equities, Due Diligence, Bloomberg, Asset Managment, Equity Research, Venture Capital, Mutual Funds, Fund Of Funds, Asset Management, Capital Markets, Fixed Income, Structured Finance
Education
Fordham University - Graduate School of Business Administration 1980 — 1983
Master of Business Administration (M.B.A.), Finance, General
Middlebury College 1974 — 1978
B.A., Russian Language, Economics, Charles A.Dana Scholar
Boston Latin School 1967 — 1974
Jonathan Stark, CAIA's Credit Suisse First Boston Experience April 1994 - June 1997
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2014 - Present
AIFAM Inc. December 2009 - July 2014
Kenmar Group May 2008 - May 2009
Citi June 2006 - May 2008
RNK Capital July 2005 - February 2006
Bear Wagner Specialists October 2004 - July 2005
UBS Investment Bank February 2001 - October 2004
Shell Trading 1999 - 2000
Credit Suisse First Boston April 1994 - June 1997
J.P. Morgan 1992 - 1993
Skills
Equities, Equity Research, Hedge Funds, Valuation, Portfolio Management, Asset Managment, Fixed Income, Bloomberg, Alternative Investments, Investments, Financial Markets, Financial Modeling, Private Equity, Capital Markets, Series 7, Asset Management, Derivatives, Strategy, Options, Investment Management, Asset Allocation
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Investments and Securities
Carnegie Mellon University 1990 — 1992
MS, Public Managment and Policy
Carnegie Mellon University 1987 — 1991
BS, Information and Decision Systems
J.P. Morgan July 2014 - Present
AIFAM Inc. December 2009 - July 2014
Kenmar Group May 2008 - May 2009
Citi June 2006 - May 2008
RNK Capital July 2005 - February 2006
Bear Wagner Specialists October 2004 - July 2005
UBS Investment Bank February 2001 - October 2004
Shell Trading 1999 - 2000
Credit Suisse First Boston April 1994 - June 1997
J.P. Morgan 1992 - 1993
Skills
Equities, Equity Research, Hedge Funds, Valuation, Portfolio Management, Asset Managment, Fixed Income, Bloomberg, Alternative Investments, Investments, Financial Markets, Financial Modeling, Private Equity, Capital Markets, Series 7, Asset Management, Derivatives, Strategy, Options, Investment Management, Asset Allocation
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Investments and Securities
Carnegie Mellon University 1990 — 1992
MS, Public Managment and Policy
Carnegie Mellon University 1987 — 1991
BS, Information and Decision Systems
Peter Rittmaster's Credit Suisse First Boston Experience 1997 - 1998
Job Managing Director at Parkstone Capital LLC
Industry Investment Banking
Experience
ParkStone Capital 2012 - Present
RBC Capital Markets 2004 - 2012
Wasserstein Perella 1999 - 2004
Credit Suisse First Boston 1997 - 1998
NatWest Markets 1992 - 1997
Drexel Burnham Lambert 1987 - 1990
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance & Management
Brown University 1983 — 1987
BA, Economics & Political Science
ParkStone Capital 2012 - Present
RBC Capital Markets 2004 - 2012
Wasserstein Perella 1999 - 2004
Credit Suisse First Boston 1997 - 1998
NatWest Markets 1992 - 1997
Drexel Burnham Lambert 1987 - 1990
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance & Management
Brown University 1983 — 1987
BA, Economics & Political Science
Bruce Dariani's Credit Suisse First Boston Experience November 2009 - July 2010
Job Senior System Analyst at Morgan Stanley Private Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Private Wealth Management January 2011 - Present
Credit Suisse First Boston November 2009 - July 2010
morgan stanley October 1996 - July 2008
Chase Manhattan Corporation September 1986 - October 1996
Education
City University of New York City College 1980 — 1982
MS, Computer Science
Morgan Stanley Private Wealth Management January 2011 - Present
Credit Suisse First Boston November 2009 - July 2010
morgan stanley October 1996 - July 2008
Chase Manhattan Corporation September 1986 - October 1996
Education
City University of New York City College 1980 — 1982
MS, Computer Science
Carl Dormenyo's Credit Suisse First Boston Experience January 2008 - April 2013
Job Analyst at Ncontracts
Industry Investment Banking
Experience
Ncontracts September 2014 - Present
Credit Suisse First Boston January 2008 - April 2013
Skills
Financial Analysis, Corporate Finance, Investments, Financial Modeling, Banking, Portfolio Management
Education
Campbell University 2012 — 2012
Master of Business Administration (MBA), Finance, General
Campbell University 2003 — 2007
Business, Investment
Ncontracts September 2014 - Present
Credit Suisse First Boston January 2008 - April 2013
Skills
Financial Analysis, Corporate Finance, Investments, Financial Modeling, Banking, Portfolio Management
Education
Campbell University 2012 — 2012
Master of Business Administration (MBA), Finance, General
Campbell University 2003 — 2007
Business, Investment
Herve Francois's Credit Suisse First Boston Experience June 1998 - April 2003
Job Managing Director B.Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. April 2013 - Present
Mizuho Securities USA October 2010 - March 2013
Merriman Curhan Ford & Co. July 2003 - October 2010
Credit Suisse First Boston June 1998 - April 2003
Salomon Smith Barney 1994 - 1998
Skills
Equity Research, Series 7, Series 63, Financial Modeling, Series 24, Capital Markets, Alternative Investments, Bloomberg, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Trading
Education
Georgetown University - The McDonough School of Business 1992 — 1994
MBA, Finance
Boston College 1986 — 1990
BA, Economics
B. Riley & Co. April 2013 - Present
Mizuho Securities USA October 2010 - March 2013
Merriman Curhan Ford & Co. July 2003 - October 2010
Credit Suisse First Boston June 1998 - April 2003
Salomon Smith Barney 1994 - 1998
Skills
Equity Research, Series 7, Series 63, Financial Modeling, Series 24, Capital Markets, Alternative Investments, Bloomberg, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Trading
Education
Georgetown University - The McDonough School of Business 1992 — 1994
MBA, Finance
Boston College 1986 — 1990
BA, Economics
Miranda Carlos's Credit Suisse First Boston Experience January 2001 - May 2004
Job VP Stride Data Sourcing Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank March 2014 - Present
Keefe, Bruyette & Woods May 2004 - May 2013
Credit Suisse First Boston January 2001 - May 2004
Donaldson, Lufkin & Jenrette 1994 - 2001
Daiwa Securities 1986 - 1994
Skills
Investment Banking, Equities, Fixed Income, Treasury, Capital Markets, Hedge Funds, Series 7, Series 63, Series 24, Bloomberg, Bonds, FINRA, Finance, Structured Products, Credit, Trading, Product Control, Financial Modeling, Securities, Corporate Finance, Settlement, Private Equity, Valuation, Asset Management, Investments, Structured Finance, Derivatives, Middle Office, Equity Research, Prime Brokerage, Options, Trading Systems, Alternative Investments, Equity Trading, MBS, Equity Derivatives, Financial Analysis, Electronic Trading, Risk Management
Education
Brown University 1978 — 1982
BA, Japanese Studies
Deutsche Bank March 2014 - Present
Keefe, Bruyette & Woods May 2004 - May 2013
Credit Suisse First Boston January 2001 - May 2004
Donaldson, Lufkin & Jenrette 1994 - 2001
Daiwa Securities 1986 - 1994
Skills
Investment Banking, Equities, Fixed Income, Treasury, Capital Markets, Hedge Funds, Series 7, Series 63, Series 24, Bloomberg, Bonds, FINRA, Finance, Structured Products, Credit, Trading, Product Control, Financial Modeling, Securities, Corporate Finance, Settlement, Private Equity, Valuation, Asset Management, Investments, Structured Finance, Derivatives, Middle Office, Equity Research, Prime Brokerage, Options, Trading Systems, Alternative Investments, Equity Trading, MBS, Equity Derivatives, Financial Analysis, Electronic Trading, Risk Management
Education
Brown University 1978 — 1982
BA, Japanese Studies
James Powers's Credit Suisse First Boston Experience 1984 - 1995
Job Managing Member at James N. Powers & Associates, LLC
Industry Financial Services
Experience
James N. Powers & Associates, LLC 2010 - Present
Cortview Capital Markets 2010 - 2011
Glenville Partners 2009 - 2009
Standard & Poor's, IMAKE Division 2008 - 2008
Credit Suisse 2007 - 2007
Friedman Billings Ramsey & Company, Inc. 2004 - 2006
GMAC-RFC Securities, Inc. 2000 - 2004
Prudential Securities 1995 - 2000
Credit Suisse First Boston 1984 - 1995
First Boston 1984 - 1995
Skills
Fixed Income, Capital Markets, MBS, Bloomberg, Trading, Series 7, ABS, Investments, Bonds, Structured Products, Investment Strategies, Structured Finance, Equities, Finance, Securities, Private Placements, Options, Credit Derivatives, Economics, Hedge Funds, Financial Markets, Mutual Funds, Private Equity, Investment Management, Credit Risk, Investment Banking, Series 63, Portfolio Management, Derivatives, Financial Structuring, Financial Services, Banking, Mortgage Lending, Emerging Markets, Alternative Investments, Hedging, Credit Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Business, Finance, Investements
Brigham Young University 1977 — 1982
BA, Economics
James N. Powers & Associates, LLC 2010 - Present
Cortview Capital Markets 2010 - 2011
Glenville Partners 2009 - 2009
Standard & Poor's, IMAKE Division 2008 - 2008
Credit Suisse 2007 - 2007
Friedman Billings Ramsey & Company, Inc. 2004 - 2006
GMAC-RFC Securities, Inc. 2000 - 2004
Prudential Securities 1995 - 2000
Credit Suisse First Boston 1984 - 1995
First Boston 1984 - 1995
Skills
Fixed Income, Capital Markets, MBS, Bloomberg, Trading, Series 7, ABS, Investments, Bonds, Structured Products, Investment Strategies, Structured Finance, Equities, Finance, Securities, Private Placements, Options, Credit Derivatives, Economics, Hedge Funds, Financial Markets, Mutual Funds, Private Equity, Investment Management, Credit Risk, Investment Banking, Series 63, Portfolio Management, Derivatives, Financial Structuring, Financial Services, Banking, Mortgage Lending, Emerging Markets, Alternative Investments, Hedging, Credit Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Business, Finance, Investements
Brigham Young University 1977 — 1982
BA, Economics
Al Antigua's Credit Suisse First Boston Experience 1985 - 2001
Job Executive Director at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities May 2012 - Present
Nomura Securities October 2010 - May 2012
Barclays September 2008 - October 2010
Barclays Capital 2008 - 2009
Lehman Brothers 2005 - 2008
Lehman Brothers 2001 - 2008
CSFB 1985 - 2001
Credit Suisse First Boston 1985 - 2001
Credit Suisse 1983 - 2001
Skills
Prime Brokerage
Education
Borough of Manhattan Community College 1985 — 1986
George Washington HS 1983 — 1985
HS Grad
Nomura Securities May 2012 - Present
Nomura Securities October 2010 - May 2012
Barclays September 2008 - October 2010
Barclays Capital 2008 - 2009
Lehman Brothers 2005 - 2008
Lehman Brothers 2001 - 2008
CSFB 1985 - 2001
Credit Suisse First Boston 1985 - 2001
Credit Suisse 1983 - 2001
Skills
Prime Brokerage
Education
Borough of Manhattan Community College 1985 — 1986
George Washington HS 1983 — 1985
HS Grad
Ross Nelson, MD MBA's Credit Suisse First Boston Experience 2002 - 2004
Job Principal at Strategy& (formerly Booz & Company)
Industry Management Consulting
Experience
Strategy& (Formerly Booz & Company) January 2010 - Present
Vermillion Asset Management (majority stake owned by Carlyle Group) 2007 - 2009
CD Capital 2004 - 2007
Credit Suisse First Boston 2002 - 2004
Mesirow Asset Management March 1998 - September 1999
Skills
Finance, Transaction Experience, Investment Banking, Hedge Funds, Accounting, Strategy, Hospitals, Payors, Health Systems, Equities, Asset Managment, Mergers, Financial Modeling, Due Diligence, Business Strategy, Healthcare, Healthcare Consulting, Healthcare Industry, Healthcare Management, Financial Analysis, Financial Accounting, Corporate Finance, Mergers & Acquisitions, Private Equity, Investment Management
Education
Northwestern University - Kellogg School of Management 1996 — 2002
MBA, Finance, Accounting, Health Industry Management
Northwestern University - The Feinberg School of Medicine 1996 — 2002
MD
Brown University 1992 — 1996
B.S., Chemistry
St Charles High School 1988 — 1992
Strategy& (Formerly Booz & Company) January 2010 - Present
Vermillion Asset Management (majority stake owned by Carlyle Group) 2007 - 2009
CD Capital 2004 - 2007
Credit Suisse First Boston 2002 - 2004
Mesirow Asset Management March 1998 - September 1999
Skills
Finance, Transaction Experience, Investment Banking, Hedge Funds, Accounting, Strategy, Hospitals, Payors, Health Systems, Equities, Asset Managment, Mergers, Financial Modeling, Due Diligence, Business Strategy, Healthcare, Healthcare Consulting, Healthcare Industry, Healthcare Management, Financial Analysis, Financial Accounting, Corporate Finance, Mergers & Acquisitions, Private Equity, Investment Management
Education
Northwestern University - Kellogg School of Management 1996 — 2002
MBA, Finance, Accounting, Health Industry Management
Northwestern University - The Feinberg School of Medicine 1996 — 2002
MD
Brown University 1992 — 1996
B.S., Chemistry
St Charles High School 1988 — 1992
Lorraine Y. Brathwaite's Credit Suisse First Boston Experience 2009 - 2013
Job CVP Quality Assurance/QA Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2013 - Present
Sharp Decisions February 2013 - May 2013
Credit Suisse First Boston 2009 - 2013
Goldman Sachs 2004 - 2009
Goldman Sachs 2001 - 2004
Goldman Sachs 1999 - 2001
Goldman Sachs 1996 - 1999
Skills
Equities, Trading Systems, Equity Derivatives, Market Data, Trading, Electronic Trading, Derivatives, Fixed Income, Quality Assurance, Sybase, Business Analysis, Risk Management, Project Management, Capital Markets, Investment Banking, Middle Office, Low Latency, Prime Brokerage, FX trading, Credit Derivatives, Data Analysis, Databases, Data Privacy, Data Cleaning, Oracle, Quality Management, Test Management, Microsoft SQL Server, Mentoring, SDLC, STLC, TMMI, DB2
Education
Brooklyn College
City University of New York-Brooklyn College
B.S., Computer Science, Mathematics
New York Life Insurance Company 2013 - Present
Sharp Decisions February 2013 - May 2013
Credit Suisse First Boston 2009 - 2013
Goldman Sachs 2004 - 2009
Goldman Sachs 2001 - 2004
Goldman Sachs 1999 - 2001
Goldman Sachs 1996 - 1999
Skills
Equities, Trading Systems, Equity Derivatives, Market Data, Trading, Electronic Trading, Derivatives, Fixed Income, Quality Assurance, Sybase, Business Analysis, Risk Management, Project Management, Capital Markets, Investment Banking, Middle Office, Low Latency, Prime Brokerage, FX trading, Credit Derivatives, Data Analysis, Databases, Data Privacy, Data Cleaning, Oracle, Quality Management, Test Management, Microsoft SQL Server, Mentoring, SDLC, STLC, TMMI, DB2
Education
Brooklyn College
City University of New York-Brooklyn College
B.S., Computer Science, Mathematics
Kathleen M. Burke's Credit Suisse First Boston Experience 1994 - 2001
Job Placement Agent
Industry Investment Banking
Experience
Crito Capital LLC 2013 - Present
INTL FC Stone Securities 2010 - 2013
Rothschild 2001 - 2007
Credit Suisse First Boston 1994 - 2001
GE Capital - Equity Capital Group 1993 - 1994
Prudential Financial 1990 - 1993
Skills
Equities, Capital Markets, Corporate Finance, Alternative Investments, Mergers & Acquisitions, Private Equity, Valuation, Mergers, Private Placements, Venture Capital, Financial Modeling, Financial Structuring, Investment Banking, Emerging Markets, Hedge Funds, Management, LBO, Funding, Structured Finance, Growth Capital, Asset Management, Leveraged Finance, Finance
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance and Public Policy
Boston College - Wallace E. Carroll Graduate School of Management
Crito Capital LLC 2013 - Present
INTL FC Stone Securities 2010 - 2013
Rothschild 2001 - 2007
Credit Suisse First Boston 1994 - 2001
GE Capital - Equity Capital Group 1993 - 1994
Prudential Financial 1990 - 1993
Skills
Equities, Capital Markets, Corporate Finance, Alternative Investments, Mergers & Acquisitions, Private Equity, Valuation, Mergers, Private Placements, Venture Capital, Financial Modeling, Financial Structuring, Investment Banking, Emerging Markets, Hedge Funds, Management, LBO, Funding, Structured Finance, Growth Capital, Asset Management, Leveraged Finance, Finance
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance and Public Policy
Boston College - Wallace E. Carroll Graduate School of Management
Patrick A'Hearn's Credit Suisse First Boston Experience May 1991 - November 2000
Job Senior Vice President at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald September 2009 - Present
HSBC March 2006 - August 2009
Deutsche Bank November 2000 - March 2003
Credit Suisse, First Boston May 1991 - November 2000
Skills
Fixed Income, MBS, Product Control, Equities, Financial Analysis, Financial Reporting, Finance, Investment Banking, Prime Brokerage, Expense Management, Series 7, Series 3, Series 63, CPA
Education
Binghamton University
Master's Degree, Accounting
State University of New York College at Oneonta
Bachelor's Degree, Economics
Cantor Fitzgerald September 2009 - Present
HSBC March 2006 - August 2009
Deutsche Bank November 2000 - March 2003
Credit Suisse, First Boston May 1991 - November 2000
Skills
Fixed Income, MBS, Product Control, Equities, Financial Analysis, Financial Reporting, Finance, Investment Banking, Prime Brokerage, Expense Management, Series 7, Series 3, Series 63, CPA
Education
Binghamton University
Master's Degree, Accounting
State University of New York College at Oneonta
Bachelor's Degree, Economics
Howard Hochhauser's Credit Suisse First Boston Experience March 1996 - September 1996
Job CFO at Ancestry.com
Industry Internet
Experience
Ancestry.com January 2009 - Present
Martha Stewart Living Omnimedia May 2000 - December 2008
Bear Stearns September 1996 - May 2000
Credit Suisse First Boston March 1996 - September 1996
KPMG Peat Marwick September 1994 - February 1996
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Boston University Questrom School of Business 1988 — 1992
BS, Accounting
Ancestry.com January 2009 - Present
Martha Stewart Living Omnimedia May 2000 - December 2008
Bear Stearns September 1996 - May 2000
Credit Suisse First Boston March 1996 - September 1996
KPMG Peat Marwick September 1994 - February 1996
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Boston University Questrom School of Business 1988 — 1992
BS, Accounting
Daniel Ludwig, CFA's Credit Suisse First Boston Experience 1992 - 1995
Job Managing Director at Taiyo Pacific Partners
Industry Investment Management
Experience
Taiyo Pacific Partners 2012 - Present
Swan Capital Management 2011 - 2012
Mountain Pacific Group 2009 - 2010
Geode Capital Management 2005 - 2008
Metropolitan West Asset Management 2001 - 2005
PIMCO 1998 - 2001
Fidelity Investments 1995 - 1998
Credit Suisse First Boston 1992 - 1995
Skills
Fixed Income, Equities, Emerging Markets, Commodity, Portfolio Management, Mutual Funds, Investments, Asset Managment, Alternative Investments, Trading, Financial Analysis, Hedge Funds, Asset Allocation, New Business Development, Due Diligence
Education
Cornell University 1979 — 1981
BS, Electrical Engineering
Ithaca College 1976 — 1979
BA, Physics
Bryant University 1984 — 1986
Master of Business Administration (MBA)
Taiyo Pacific Partners 2012 - Present
Swan Capital Management 2011 - 2012
Mountain Pacific Group 2009 - 2010
Geode Capital Management 2005 - 2008
Metropolitan West Asset Management 2001 - 2005
PIMCO 1998 - 2001
Fidelity Investments 1995 - 1998
Credit Suisse First Boston 1992 - 1995
Skills
Fixed Income, Equities, Emerging Markets, Commodity, Portfolio Management, Mutual Funds, Investments, Asset Managment, Alternative Investments, Trading, Financial Analysis, Hedge Funds, Asset Allocation, New Business Development, Due Diligence
Education
Cornell University 1979 — 1981
BS, Electrical Engineering
Ithaca College 1976 — 1979
BA, Physics
Bryant University 1984 — 1986
Master of Business Administration (MBA)
Dominic Capolongo's Credit Suisse First Boston Experience 2000 - 2008
Job Managing Director Head Financial Institutions Group at MLV & CO
Industry Financial Services
Experience
MLV & Co January 2015 - Present
RBC Capital Markets August 2011 - January 2015
Cantor Fitzgerald August 2010 - August 2011
Jefferies & Company September 2009 - August 2010
Credit Suisse March 2003 - January 2009
Credit Suisse First Boston 2000 - 2008
Donaldson, Lufkin & Jenrette August 1997 - December 1999
Kaye Scholer LLP October 1992 - August 1997
Dechert LLP January 1988 - October 1992
Skills
Investment Banking, Structured Finance, Asset Management, Structured Products, Banking, Finance, Management, ABS, Financial Institutions, Capital Markets, Fixed Income, Hedge Funds, Equities, Private Equity, Valuation, Financial Structuring, Derivatives, Securitization, Alternative Investments, Financial Modeling, Securities, Asset Managment, Bonds, Private Placements, Investments, Mergers & Acquisitions, Leveraged Finance, Emerging Markets
Education
Fordham University School of Law 1982 — 1985
JD, Law
Binghamton University 1978 — 1982
BA, Political Science
MLV & Co January 2015 - Present
RBC Capital Markets August 2011 - January 2015
Cantor Fitzgerald August 2010 - August 2011
Jefferies & Company September 2009 - August 2010
Credit Suisse March 2003 - January 2009
Credit Suisse First Boston 2000 - 2008
Donaldson, Lufkin & Jenrette August 1997 - December 1999
Kaye Scholer LLP October 1992 - August 1997
Dechert LLP January 1988 - October 1992
Skills
Investment Banking, Structured Finance, Asset Management, Structured Products, Banking, Finance, Management, ABS, Financial Institutions, Capital Markets, Fixed Income, Hedge Funds, Equities, Private Equity, Valuation, Financial Structuring, Derivatives, Securitization, Alternative Investments, Financial Modeling, Securities, Asset Managment, Bonds, Private Placements, Investments, Mergers & Acquisitions, Leveraged Finance, Emerging Markets
Education
Fordham University School of Law 1982 — 1985
JD, Law
Binghamton University 1978 — 1982
BA, Political Science
Louis Klevan's Credit Suisse First Boston Experience May 1996 - May 2002
Job Managing Director at River Branch Capital LLC
Industry Financial Services
Experience
River Branch Capital LLC June 2010 - Present
Birch Capital Advisors April 2009 - June 2010
BMO Capital Markets May 2002 - February 2009
Credit Suisse First Boston May 1996 - May 2002
Bank of America January 1990 - May 1996
UBS Investment Bank May 1981 - January 1990
Skills
Equities, Analysis, Investment Banking, Financial Modeling, Private Equity, Investments, Mergers & Acquisitions, Financial Markets, Series 7, Valuation, Corporate Finance, Management
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (M.B.A.), Marketing and Finance
University of Pittsburgh
Bachelor’s Degree, Economics, Magna Cum Laude
River Branch Capital LLC June 2010 - Present
Birch Capital Advisors April 2009 - June 2010
BMO Capital Markets May 2002 - February 2009
Credit Suisse First Boston May 1996 - May 2002
Bank of America January 1990 - May 1996
UBS Investment Bank May 1981 - January 1990
Skills
Equities, Analysis, Investment Banking, Financial Modeling, Private Equity, Investments, Mergers & Acquisitions, Financial Markets, Series 7, Valuation, Corporate Finance, Management
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (M.B.A.), Marketing and Finance
University of Pittsburgh
Bachelor’s Degree, Economics, Magna Cum Laude
Hoi Wan Louis's Credit Suisse First Boston Experience 1985 - 1988
Job FIX Analyst / Business Analyst / Project Manager
Industry Information Technology and Services
Experience
Jointech Software (Shenzhen) Co., Ltd. November 2012 - March 2013
UBS Wealth Management November 2012 - March 2013
UBS Wealth Management 2006 - 2011
Bear Stearns 1996 - 2006
GRUNTAL, INC. 1996 - 1996
Seer Technologies, Inc 1988 - 1996
Kidder Peabody 1992 - 1994
Credit Suisse First Boston 1985 - 1988
Merrill Lynch 1981 - 1985
Skills
PL/1, Perl, Autosys, SQL, Java, Sybase, Shell Scripting, Windows, Stratus, Rumba, PVCS, COBOL, Solaris, TCP/IP, Putty, Unix, JSP, Tomcat, C, SDLC, ClearCase, Web Services, JCL, Fidessa, C++, Ant, XML, XSD, PHP, HTML, Linux, CSS, Project Management, Business Analysis, Information Technology, Trading Systems, Programming, Integration, Operating Systems, Databases, Agile Methodologies, Web Development, Java Enterprise Edition, Mainframe, Market Data, Software Development, Unix Shell Scripting, Agile Project Management, Eclipse
Education
New York University School of Continuing and Professional Studies 2011 — 2012
Project Management, Java, Web tools
New York University School of Continuing and Professional Studies 2006 — 2007
Java
City University of New York-Brooklyn College 1978 — 1981
Computer Science
Kingsborough Community College 1973 — 1978
AS, Computer Science
City University of New York-Hunter College
Computer Science
Jointech Software (Shenzhen) Co., Ltd. November 2012 - March 2013
UBS Wealth Management November 2012 - March 2013
UBS Wealth Management 2006 - 2011
Bear Stearns 1996 - 2006
GRUNTAL, INC. 1996 - 1996
Seer Technologies, Inc 1988 - 1996
Kidder Peabody 1992 - 1994
Credit Suisse First Boston 1985 - 1988
Merrill Lynch 1981 - 1985
Skills
PL/1, Perl, Autosys, SQL, Java, Sybase, Shell Scripting, Windows, Stratus, Rumba, PVCS, COBOL, Solaris, TCP/IP, Putty, Unix, JSP, Tomcat, C, SDLC, ClearCase, Web Services, JCL, Fidessa, C++, Ant, XML, XSD, PHP, HTML, Linux, CSS, Project Management, Business Analysis, Information Technology, Trading Systems, Programming, Integration, Operating Systems, Databases, Agile Methodologies, Web Development, Java Enterprise Edition, Mainframe, Market Data, Software Development, Unix Shell Scripting, Agile Project Management, Eclipse
Education
New York University School of Continuing and Professional Studies 2011 — 2012
Project Management, Java, Web tools
New York University School of Continuing and Professional Studies 2006 — 2007
Java
City University of New York-Brooklyn College 1978 — 1981
Computer Science
Kingsborough Community College 1973 — 1978
AS, Computer Science
City University of New York-Hunter College
Computer Science
Joseph Scially's Credit Suisse First Boston Experience 1988 - 1989
Job Sr. Project Manager EMO Contractor
Industry Telecommunications
Experience
Workforce Logic February 2014 - Present
Cox Comm August 2011 - September 2013
Belk October 2009 - August 2011
Sprint August 1993 - March 2009
General Electric November 1989 - July 1993
Credit Suisse First Boston 1988 - 1989
Bell Atlantic Enterprise Corporation 1986 - 1988
Federal Bureau of Investigation 1983 - 1986
Skills
Vendor Management, Telecommunications, Cross-functional Team..., Process Improvement, Call Center, Program Management, Wireless, PMO, VoIP, Team Leadership, Visio, SDLC, Project Planning, Leadership, Business Process, Software Documentation, Management, Budgets
Education
The George Washington University 2000 — 2001
Master's Certificate, Project Managerment
Saint Leo University 1999 — 2001
BA, Business Administration
Brookdale Community College 1983 — 1986
Associate, Business Management
Workforce Logic February 2014 - Present
Cox Comm August 2011 - September 2013
Belk October 2009 - August 2011
Sprint August 1993 - March 2009
General Electric November 1989 - July 1993
Credit Suisse First Boston 1988 - 1989
Bell Atlantic Enterprise Corporation 1986 - 1988
Federal Bureau of Investigation 1983 - 1986
Skills
Vendor Management, Telecommunications, Cross-functional Team..., Process Improvement, Call Center, Program Management, Wireless, PMO, VoIP, Team Leadership, Visio, SDLC, Project Planning, Leadership, Business Process, Software Documentation, Management, Budgets
Education
The George Washington University 2000 — 2001
Master's Certificate, Project Managerment
Saint Leo University 1999 — 2001
BA, Business Administration
Brookdale Community College 1983 — 1986
Associate, Business Management
Ray Ralph's Credit Suisse First Boston Experience March 1999 - October 2001
Job Director Loan Sale Operations at Mission Capital Advisors
Industry Investment Banking
Experience
Mission Capital Advisors October 2002 - Present
Credit Suisse First Boston March 1999 - October 2001
Goldman Sachs February 1996 - September 1998
Education
Carleton University 1973 — 1975
BA, Physical Geography
TISS 1968 — 1972
Mission Capital Advisors October 2002 - Present
Credit Suisse First Boston March 1999 - October 2001
Goldman Sachs February 1996 - September 1998
Education
Carleton University 1973 — 1975
BA, Physical Geography
TISS 1968 — 1972
Keith Hall's Credit Suisse First Boston Experience July 1995 - December 1999
Job Managing Partner at KBS Capital Advisors
Industry Real Estate
Experience
KBS Capital Advisors 2006 - Present
KBS Capital Advisors January 2005 - Present
Credit Suisse First Boston July 1995 - December 1999
Nomura Securities America January 1992 - April 1995
Nomura Securities 1993 - 1995
Drexel Burnham Lambert January 1985 - December 1989
Skills
Real Estate Financing, Real Estate Development, Disposition, Mezzanine, Real Estate, Valuation, Series 7, Real Estate Economics, Management, CMBS, Investments
Education
California State University-Sacramento 1979 — 1981
Bachelor of Business Administration (B.B.A.), Accountint
Healdsburg High School
KBS Capital Advisors 2006 - Present
KBS Capital Advisors January 2005 - Present
Credit Suisse First Boston July 1995 - December 1999
Nomura Securities America January 1992 - April 1995
Nomura Securities 1993 - 1995
Drexel Burnham Lambert January 1985 - December 1989
Skills
Real Estate Financing, Real Estate Development, Disposition, Mezzanine, Real Estate, Valuation, Series 7, Real Estate Economics, Management, CMBS, Investments
Education
California State University-Sacramento 1979 — 1981
Bachelor of Business Administration (B.B.A.), Accountint
Healdsburg High School
Dmitry Kaganovich's Credit Suisse First Boston Experience March 2010 - May 2011
Job Vice President
Industry Computer Software
Experience
JPMorgan Chase Asset Management August 2014 - Present
Barclays July 2013 - July 2014
Bank of America May 2011 - July 2013
Credit Suisse First Boston March 2010 - May 2011
Deloitte February 2005 - March 2010
Towers Perrin April 2003 - February 2005
Skills
Enterprise Architecture, C#, WPF, Quartz, MVVM, Front Office Development, Structured Finance, MBS
Education
Boston University 1998 — 2002
BA, Computer Science
JPMorgan Chase Asset Management August 2014 - Present
Barclays July 2013 - July 2014
Bank of America May 2011 - July 2013
Credit Suisse First Boston March 2010 - May 2011
Deloitte February 2005 - March 2010
Towers Perrin April 2003 - February 2005
Skills
Enterprise Architecture, C#, WPF, Quartz, MVVM, Front Office Development, Structured Finance, MBS
Education
Boston University 1998 — 2002
BA, Computer Science
Neil Ferranti's Credit Suisse First Boston Experience 2000 - 2004
Job Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan Managing DirectorBear Stearns2004 - 2008
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1995 - 2000
Education
Whittier Law School 1981 — 1984
JD
Boston University 1974 — 1978
BA
JPMorgan Managing DirectorBear Stearns2004 - 2008
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1995 - 2000
Education
Whittier Law School 1981 — 1984
JD
Boston University 1974 — 1978
BA
Trevor Mottl's Credit Suisse First Boston Experience June 1999 - February 2004
Job Portfolio Manager at GLG Partners
Industry Financial Services
Experience
GLG Partners April 2014 - Present
Susquehanna International Group May 2010 - April 2014
Goldman Sachs December 2007 - May 2010
Merrill Lynch February 2004 - December 2007
Credit Suisse First Boston June 1999 - February 2004
Skills
Equities, Fixed Income, Hedge Funds, Strategy, Capital Markets, Derivatives, Options, Valuation, Global Macro, Emerging Markets, Alternative Investments, Portfolio Optimization, Risk Management, Equity Derivatives, Trading
Education
Brown University 1994 — 1998
Bachelor of Science (B.S.), Biochemistry
GLG Partners April 2014 - Present
Susquehanna International Group May 2010 - April 2014
Goldman Sachs December 2007 - May 2010
Merrill Lynch February 2004 - December 2007
Credit Suisse First Boston June 1999 - February 2004
Skills
Equities, Fixed Income, Hedge Funds, Strategy, Capital Markets, Derivatives, Options, Valuation, Global Macro, Emerging Markets, Alternative Investments, Portfolio Optimization, Risk Management, Equity Derivatives, Trading
Education
Brown University 1994 — 1998
Bachelor of Science (B.S.), Biochemistry
Carl Klapper's Credit Suisse First Boston Experience April 1994 - August 1994
Job President, Abstract Development, LLC
Industry Online Media
Experience
Abstract Development, LLC August 2004 - Present
Financial Times Interactive Data February 2002 - August 2004
Merrill Lynch May 2000 - January 2002
New York Mercantile Exchange November 1999 - May 2000
First Mortgage Network/Mortgage.com December 1997 - November 1999
Prolifics March 1997 - October 1997
ILX Systems September 1996 - March 1997
DEERS/US Navy January 1996 - September 1996
Led a small team of developers. Designed, implemented query and presentation tools using Visual Basi August 1994 - November 1995
Credit Suisse First Boston April 1994 - August 1994
Skills
Copy Editing, Publishing, Editing, Newsletters, Copywriting, SEO, Business Analysis, Magazines, Editorial, Software Development, Proofreading, Public Speaking, Event Planning, Advertising, Graphic Design, Photography, Online Advertising, Data-Driven Program..., Economics, Financial Systems Design, Mathematics, Mathematical Logic, Philosophy, Artificial Intelligence, Singing, Songwriting, French Horn, Trumpet, Choral, Writing, Poetry, Lisp, .NET, C#, HTML, PHP, Java, JavaScript, jQuery, AJAX, Microsoft SQL Server, Databases, SQL, XML, Unix, C, Microsoft Office
Education
Carnegie Mellon University 1983 — 1987
Master of Science (M.S.), Mathematics
Grinnell College 1975 — 1979
BA, Mathematics, Economics(minor)
Abstract Development, LLC August 2004 - Present
Financial Times Interactive Data February 2002 - August 2004
Merrill Lynch May 2000 - January 2002
New York Mercantile Exchange November 1999 - May 2000
First Mortgage Network/Mortgage.com December 1997 - November 1999
Prolifics March 1997 - October 1997
ILX Systems September 1996 - March 1997
DEERS/US Navy January 1996 - September 1996
Led a small team of developers. Designed, implemented query and presentation tools using Visual Basi August 1994 - November 1995
Credit Suisse First Boston April 1994 - August 1994
Skills
Copy Editing, Publishing, Editing, Newsletters, Copywriting, SEO, Business Analysis, Magazines, Editorial, Software Development, Proofreading, Public Speaking, Event Planning, Advertising, Graphic Design, Photography, Online Advertising, Data-Driven Program..., Economics, Financial Systems Design, Mathematics, Mathematical Logic, Philosophy, Artificial Intelligence, Singing, Songwriting, French Horn, Trumpet, Choral, Writing, Poetry, Lisp, .NET, C#, HTML, PHP, Java, JavaScript, jQuery, AJAX, Microsoft SQL Server, Databases, SQL, XML, Unix, C, Microsoft Office
Education
Carnegie Mellon University 1983 — 1987
Master of Science (M.S.), Mathematics
Grinnell College 1975 — 1979
BA, Mathematics, Economics(minor)
Daniela Pondeva's Credit Suisse First Boston Experience April 2010 - September 2010
Job Risk Operations Officer at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities August 2011 - Present
Credit Suisse First Boston April 2010 - September 2010
Halcyon Asset Management March 2007 - December 2008
Pzena Investment Management January 2006 - May 2006
Skills
Hedge Funds, Equities, Securities, Bloomberg, Asset Managment, Derivatives
Education
Cabrini College 1993 — 1995
BA, Summa cum Laude, Political Science/History
Eötvös Loránd University 1991 — 1993
N/A, Law
Deutsche Bank Securities August 2011 - Present
Credit Suisse First Boston April 2010 - September 2010
Halcyon Asset Management March 2007 - December 2008
Pzena Investment Management January 2006 - May 2006
Skills
Hedge Funds, Equities, Securities, Bloomberg, Asset Managment, Derivatives
Education
Cabrini College 1993 — 1995
BA, Summa cum Laude, Political Science/History
Eötvös Loránd University 1991 — 1993
N/A, Law
Todd Lippiatt's Credit Suisse First Boston Experience 1991 - 1995
Job CEO at Propellr
Industry Real Estate
Experience
Propellr May 2013 - Present
Aristone Realty Capital October 2010 - Present
Aristone Capital 2005 - 2010
DLJ April 1998 - June 2000
Morgan Stanley March 1995 - April 1998
Credit Suisse First Boston 1991 - 1995
Skills
Investments, Capital Markets, Credit, Mortgage Lending, Trading, Management, Real Estate Economics, Asset Management, Valuation, Due Diligence, Private Equity, Real Estate Development, Real Estate, Financial Modeling, Investment Properties, Financial Structuring, Hedge Funds, Real Estate Transactions, Brokerage, Disposition, Start-ups, Asset Managment, Commercial Real Estate, Entrepreneurship, Structured Finance, Venture Capital, Mezzanine, Mergers & Acquisitions, Corporate Finance
Education
Columbia University in the City of New York 2004 — 2006
Bio Chemistry
Brown University 1986 — 1991
BA/BS, Computer Science, Philosophy, Economics
Propellr May 2013 - Present
Aristone Realty Capital October 2010 - Present
Aristone Capital 2005 - 2010
DLJ April 1998 - June 2000
Morgan Stanley March 1995 - April 1998
Credit Suisse First Boston 1991 - 1995
Skills
Investments, Capital Markets, Credit, Mortgage Lending, Trading, Management, Real Estate Economics, Asset Management, Valuation, Due Diligence, Private Equity, Real Estate Development, Real Estate, Financial Modeling, Investment Properties, Financial Structuring, Hedge Funds, Real Estate Transactions, Brokerage, Disposition, Start-ups, Asset Managment, Commercial Real Estate, Entrepreneurship, Structured Finance, Venture Capital, Mezzanine, Mergers & Acquisitions, Corporate Finance
Education
Columbia University in the City of New York 2004 — 2006
Bio Chemistry
Brown University 1986 — 1991
BA/BS, Computer Science, Philosophy, Economics
Elaine Deutsch's Credit Suisse First Boston Experience November 1977 - August 2001
Job Taking a break at Not sure yet
Industry
Experience
Not sure yet March 2014 - Present
TradeWeb 2002 - March 2014
Credit Suisse First Boston November 1977 - August 2001
Skills
Account Management, Electronic Trading, Series 63, Series 7, Bonds, Trading Systems
Education
Bloomfield College 1969 — 1973
BA, English
Not sure yet March 2014 - Present
TradeWeb 2002 - March 2014
Credit Suisse First Boston November 1977 - August 2001
Skills
Account Management, Electronic Trading, Series 63, Series 7, Bonds, Trading Systems
Education
Bloomfield College 1969 — 1973
BA, English
Flora Mugerman's Credit Suisse First Boston Experience 1995 - 2002
Job Payroll Lead at Newmark Knight Frank
Industry Financial Services
Experience
Newmark Grubb Knight Frank November 2010 - Present
Tower Group Companies November 2009 - June 2010
Cushman & Wakefield May 2003 - October 2009
Credit Suisse First Boston 1995 - 2002
Education
City University of New York-Brooklyn College 1988 — 1992
BS, Accounting
Newmark Grubb Knight Frank November 2010 - Present
Tower Group Companies November 2009 - June 2010
Cushman & Wakefield May 2003 - October 2009
Credit Suisse First Boston 1995 - 2002
Education
City University of New York-Brooklyn College 1988 — 1992
BS, Accounting
Jonathan Plutzik's Credit Suisse First Boston Experience 1978 - 2002
Job
Industry Hospitality
Experience
Fannie Mae November 2009 - Present
The Betsy Hotel 2006 - Present
Coro New York Leadership Center 2003 - 2013
UJA-Federation July 2009 - June 2012
Firaxis Games 2002 - 2005
Credit Suisse First Boston 1978 - 2002
Skills
Valuation, Strategic Planning, Capital Markets, Fundraising, Venture Capital, Private Equity, Investment Banking, Financial Modeling, Entrepreneurship, Hedge Funds, Start-ups, Nonprofits, Fixed Income
Education
University of Pennsylvania - The Wharton School (CA) 1976 — 1978
MBA, Finance
Brandeis University 1972 — 1976
BA, Economics
Fannie Mae November 2009 - Present
The Betsy Hotel 2006 - Present
Coro New York Leadership Center 2003 - 2013
UJA-Federation July 2009 - June 2012
Firaxis Games 2002 - 2005
Credit Suisse First Boston 1978 - 2002
Skills
Valuation, Strategic Planning, Capital Markets, Fundraising, Venture Capital, Private Equity, Investment Banking, Financial Modeling, Entrepreneurship, Hedge Funds, Start-ups, Nonprofits, Fixed Income
Education
University of Pennsylvania - The Wharton School (CA) 1976 — 1978
MBA, Finance
Brandeis University 1972 — 1976
BA, Economics
Julie Haskell's Credit Suisse First Boston Experience May 1999 - April 2003
Job Health and Wellness Coach at JumpstartMD
Industry Health, Wellness and Fitness
Experience
JumpstartMD February 2015 - Present
Julie Haskell Mind/Body Health September 2009 - Present
Avalon Art and Yoga Studio, Palo Alto, CA February 2009 - August 2009
Progressive Printing Solutions March 2007 - February 2009
Sierra Ventures July 2006 - July 2007
Delphi Ventures February 2004 - June 2006
Allegis Capital April 2003 - January 2004
Credit Suisse First Boston May 1999 - April 2003
Skills
Talent Acquisition, Recruiting, Screening Resumes, Internet Recruiting, Applicant Tracking..., Customer Service, Sales, CRM, Start-ups, Business Development, Benefits Administration, Account Management, Benefits Negotiation, Interviews, Contract Recruitment, Facebook, Nonprofits, Temporary Placement, Yoga, Training, Management, Salesforce.com, Time Management, Social Networking, Temporary Staffing, Networking, Public Speaking, Payroll, Staffing Services, Hatha Yoga, Vinyasa, Leadership, Clarity, Exceptional People..., Overall Wellness, Highly resourceful, Highly personable, Relaxation, Teaching, Integrity, Exceptional mentor &..., Children's Yoga, Coaching
Education
Institute of Integrative Nutrition 2014 — 2015
Cal State Hayward 1987 — 1990
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Institute of Integrative Nutrition
Integrative Nutrition
JumpstartMD February 2015 - Present
Julie Haskell Mind/Body Health September 2009 - Present
Avalon Art and Yoga Studio, Palo Alto, CA February 2009 - August 2009
Progressive Printing Solutions March 2007 - February 2009
Sierra Ventures July 2006 - July 2007
Delphi Ventures February 2004 - June 2006
Allegis Capital April 2003 - January 2004
Credit Suisse First Boston May 1999 - April 2003
Skills
Talent Acquisition, Recruiting, Screening Resumes, Internet Recruiting, Applicant Tracking..., Customer Service, Sales, CRM, Start-ups, Business Development, Benefits Administration, Account Management, Benefits Negotiation, Interviews, Contract Recruitment, Facebook, Nonprofits, Temporary Placement, Yoga, Training, Management, Salesforce.com, Time Management, Social Networking, Temporary Staffing, Networking, Public Speaking, Payroll, Staffing Services, Hatha Yoga, Vinyasa, Leadership, Clarity, Exceptional People..., Overall Wellness, Highly resourceful, Highly personable, Relaxation, Teaching, Integrity, Exceptional mentor &..., Children's Yoga, Coaching
Education
Institute of Integrative Nutrition 2014 — 2015
Cal State Hayward 1987 — 1990
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Institute of Integrative Nutrition
Integrative Nutrition
Alexander Joyner's Credit Suisse First Boston Experience March 2004 - November 2004
Job Americas IT Support Engineer at Top Right Group
Industry Computer Hardware
Experience
Top Right Group September 2012 - Present
Realogy Corp. February 2012 - August 2012
Myriad Tech Solutions February 2011 - January 2012
Apple Store December 2007 - June 2009
Wearbest Sil Tex Mills, Ltd October 2007 - December 2007
Lebhar-Friedman August 2007 - October 2007
Li & Fung May 2007 - July 2007
Prudent Publishing June 2005 - May 2007
Medco January 2005 - June 2005
Credit Suisse First Boston March 2004 - November 2004
Skills
Outlook, Technical Support, XP, System Administration, Access, Windows Server, PowerPoint, Social Media, Active Directory, iPhone, Microsoft Word, Social Networking, Customer Service, VPN, Microsoft Office, Microsoft Excel, Windows XP, Microsoft Exchange, Networking, Operating Systems, Troubleshooting, Computer Hardware
Education
Bloomfield College
Diploma, MCSE
THE CHUBB INSTITUTE
Diploma, Data Center Support
Top Right Group September 2012 - Present
Realogy Corp. February 2012 - August 2012
Myriad Tech Solutions February 2011 - January 2012
Apple Store December 2007 - June 2009
Wearbest Sil Tex Mills, Ltd October 2007 - December 2007
Lebhar-Friedman August 2007 - October 2007
Li & Fung May 2007 - July 2007
Prudent Publishing June 2005 - May 2007
Medco January 2005 - June 2005
Credit Suisse First Boston March 2004 - November 2004
Skills
Outlook, Technical Support, XP, System Administration, Access, Windows Server, PowerPoint, Social Media, Active Directory, iPhone, Microsoft Word, Social Networking, Customer Service, VPN, Microsoft Office, Microsoft Excel, Windows XP, Microsoft Exchange, Networking, Operating Systems, Troubleshooting, Computer Hardware
Education
Bloomfield College
Diploma, MCSE
THE CHUBB INSTITUTE
Diploma, Data Center Support
Chalida Tran's Credit Suisse First Boston Experience September 2005 - June 2006
Job Executive Assistant at PayPal
Industry Financial Services
Experience
PayPal August 2011 - Present
Piper Jaffray June 2006 - January 2012
Credit Suisse First Boston September 2005 - June 2006
Education
Chulalongkorn Mahawitthayalai 1986 — 1990
Bachelors, Finance, Business
PayPal August 2011 - Present
Piper Jaffray June 2006 - January 2012
Credit Suisse First Boston September 2005 - June 2006
Education
Chulalongkorn Mahawitthayalai 1986 — 1990
Bachelors, Finance, Business
Trent Page's Credit Suisse First Boston Experience January 2001 - October 2002
Job
Industry Food & Beverages
Experience
Bon Appetit at Google June 2012 - Present
NA December 2011 - May 2012
Quince Restaurant January 2011 - November 2011
The Tangled Vine January 2010 - September 2010
SHO Restaurant December 2008 - December 2009
Cafe Boulud August 2005 - August 2008
Credit Suisse First Boston January 2001 - October 2002
Prudential Securities August 1998 - December 2000
Skills
Fixed Income
Education
Brown University 1994 — 1998
Bachelor of Arts (BA), International Commerce and Hispanic Studies
Bon Appetit at Google June 2012 - Present
NA December 2011 - May 2012
Quince Restaurant January 2011 - November 2011
The Tangled Vine January 2010 - September 2010
SHO Restaurant December 2008 - December 2009
Cafe Boulud August 2005 - August 2008
Credit Suisse First Boston January 2001 - October 2002
Prudential Securities August 1998 - December 2000
Skills
Fixed Income
Education
Brown University 1994 — 1998
Bachelor of Arts (BA), International Commerce and Hispanic Studies
Pradeep Jhanjee's Credit Suisse First Boston Experience 2001 - 2005
Job Private Investor
Industry Financial Services
Experience
Barclays Capital 2005 - 2013
Credit Suisse First Boston 2001 - 2005
JP Morgan 1999 - 2001
Nomura Capital Services, Inc. 1996 - 1999
AIG FP 1993 - 1995
Atlantic Richfield Company 1990 - 1993
Allied Signal (Aerospace Sector) 1980 - 1988
Education
Carnegie Mellon University
Master's Degree, Computational Finance
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
Indian Institute of Technology, Kharagpur
Bachelor's Degree, Physics
Campion School (Mumbai)
High School
Barclays Capital 2005 - 2013
Credit Suisse First Boston 2001 - 2005
JP Morgan 1999 - 2001
Nomura Capital Services, Inc. 1996 - 1999
AIG FP 1993 - 1995
Atlantic Richfield Company 1990 - 1993
Allied Signal (Aerospace Sector) 1980 - 1988
Education
Carnegie Mellon University
Master's Degree, Computational Finance
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
Indian Institute of Technology, Kharagpur
Bachelor's Degree, Physics
Campion School (Mumbai)
High School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS