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
Kathleen Comerford Kathleen Comerford's Credit Suisse First Boston Experience 1998 - 2001
Job Realtor at Berkshire Hathaway Homes Services | Florida Realty
Industry Real Estate
Experience
Berkshire Hathaway Home Services Florida Realty May 2013 - Present
Split Rock Associates, Inc. 2003 - Present
Salomon Brothers 2001 - 2002
Credit Suisse First Boston 1998 - 2001
BT Alex Brown 1996 - 1998
Skills
Asset Managment, Investments, Private Equity, Real Estate, Mergers, Portfolio Management, Equities, Investment Banking, Venture Capital, Entrepreneurship, Capital Markets, Valuation, Financial Modeling, Structured Finance, Hedge Funds, Mergers & Acquisitions, Asset Management, Due Diligence, Construction, Real Estate Economics, Investment Properties, Renovation, Construction Management, Real Estate Development, Contract Negotiation, Contractors, Commercial Real Estate, Residential Homes
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance, Real Estate
City University of New York-Hunter College
B.A., Computer Science, Political Science minor in Mathematics
Berkshire Hathaway Home Services Florida Realty May 2013 - Present
Split Rock Associates, Inc. 2003 - Present
Salomon Brothers 2001 - 2002
Credit Suisse First Boston 1998 - 2001
BT Alex Brown 1996 - 1998
Skills
Asset Managment, Investments, Private Equity, Real Estate, Mergers, Portfolio Management, Equities, Investment Banking, Venture Capital, Entrepreneurship, Capital Markets, Valuation, Financial Modeling, Structured Finance, Hedge Funds, Mergers & Acquisitions, Asset Management, Due Diligence, Construction, Real Estate Economics, Investment Properties, Renovation, Construction Management, Real Estate Development, Contract Negotiation, Contractors, Commercial Real Estate, Residential Homes
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance, Real Estate
City University of New York-Hunter College
B.A., Computer Science, Political Science minor in Mathematics
Adam Goldston Adam Goldston's Credit Suisse First Boston Experience September 1999 - December 2002
Job Vice President Corporate Development at Heritage Development Organization
Industry Financial Services
Experience
Heritage Development Organization December 2012 - Present
B. Riley & Co. July 2011 - December 2012
Prospect Medical Holdings, Inc. September 2009 - March 2011
Independent Healthcare Consultant December 2008 - August 2009
Jefferies & Co. October 2003 - December 2008
Donaldson, Lufkin & Jenrette September 1999 - December 2002
Credit Suisse First Boston September 1999 - December 2002
Credit Suisse 2001 - 2002
Skills
Mergers, Investment Banking, Healthcare, Equities, Debt, Financial Services, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Claremont McKenna College 1984 — 1988
BA, Econ/Poly Sci
Heritage Development Organization December 2012 - Present
B. Riley & Co. July 2011 - December 2012
Prospect Medical Holdings, Inc. September 2009 - March 2011
Independent Healthcare Consultant December 2008 - August 2009
Jefferies & Co. October 2003 - December 2008
Donaldson, Lufkin & Jenrette September 1999 - December 2002
Credit Suisse First Boston September 1999 - December 2002
Credit Suisse 2001 - 2002
Skills
Mergers, Investment Banking, Healthcare, Equities, Debt, Financial Services, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Claremont McKenna College 1984 — 1988
BA, Econ/Poly Sci
Susan Zimmerman Weil Susan Zimmerman Weil's Credit Suisse First Boston Experience 1984 - 1986
Job Partner, Weil & Wein and Founder/CoCEO, Jobtreks
Industry Professional Training & Coaching
Experience
Jobtreks December 2014 - Present
Weil & Wein June 2007 - Present
Utendahl Capital Partners 1994 - 1994
Resolution Trust Company 1991 - 1993
Mizuho Bank (Formerly The Fuji Bank) 1988 - 1990
Credit Suisse First Boston 1984 - 1986
Skills
Executive Coaching, Leadership Development, Career Counseling, Career Development, MBTI, Human Resources, Consulting, Talent Management, Career Management, Staff Development, Organizational..., Organizational..., Interviews, Program Management, Career Coaching, Career Advancement, 360 Assessment and..., Software Project..., Software Development, Software Design, Enterprise Software, Mobile Technology, Mobile Applications, Mobile Application..., Mobile Application..., Job Search Strategies, Job Search Coaching, Job Search
Education
Yale University - Yale School of Management 1986 — 1988
MBA, Finance, Real Estate
University of Pennsylvania - The Wharton School 1980 — 1984
BSE, Finance, Entrepreneurial Management
Columbia University in the City of New York
The Columbia Coaching Certification Program, External Coach Intensive (ECI)
Jobtreks December 2014 - Present
Weil & Wein June 2007 - Present
Utendahl Capital Partners 1994 - 1994
Resolution Trust Company 1991 - 1993
Mizuho Bank (Formerly The Fuji Bank) 1988 - 1990
Credit Suisse First Boston 1984 - 1986
Skills
Executive Coaching, Leadership Development, Career Counseling, Career Development, MBTI, Human Resources, Consulting, Talent Management, Career Management, Staff Development, Organizational..., Organizational..., Interviews, Program Management, Career Coaching, Career Advancement, 360 Assessment and..., Software Project..., Software Development, Software Design, Enterprise Software, Mobile Technology, Mobile Applications, Mobile Application..., Mobile Application..., Job Search Strategies, Job Search Coaching, Job Search
Education
Yale University - Yale School of Management 1986 — 1988
MBA, Finance, Real Estate
University of Pennsylvania - The Wharton School 1980 — 1984
BSE, Finance, Entrepreneurial Management
Columbia University in the City of New York
The Columbia Coaching Certification Program, External Coach Intensive (ECI)
Shreyas Slater Chityala Shreyas Slater Chityala's Credit Suisse First Boston Experience May 2004 - August 2004
Job Venture Capital, Entrepreneur, Strategic Advisor
Industry Financial Services
Experience
ARC Angel Fund December 2014 - Present
Elevate Innovation Partners December 2014 - Present
Vedas Group LLC February 2014 - Present
Westpac Group February 2011 - July 2014
Nomura October 2009 - January 2011
First Wind December 2008 - June 2009
UBS Investment Bank June 2007 - December 2008
Citi May 2005 - August 2005
Credit Suisse First Boston May 2004 - August 2004
JPMorgan Chase 2003 - 2003
Skills
Corporate Finance, Strategy, Management Consulting, Digital Strategy, Venture Capital, Investment Banking, Financial Services, Due Diligence, Banking, Mergers & Acquisitions, Project Finance, Investments, Financial Modeling, Restructuring, LBO, Equities, Asset Management, Business Strategy, Recapitalizations, Finance, Business Planning, Hedge Funds, Business Development, Analysis, Competitive Analysis, Financial Regulation, Valuation, Strategic Vision
Education
Columbia University in the City of New York 2002 — 2007
BS, Industrial Engineering Operations Research
ARC Angel Fund December 2014 - Present
Elevate Innovation Partners December 2014 - Present
Vedas Group LLC February 2014 - Present
Westpac Group February 2011 - July 2014
Nomura October 2009 - January 2011
First Wind December 2008 - June 2009
UBS Investment Bank June 2007 - December 2008
Citi May 2005 - August 2005
Credit Suisse First Boston May 2004 - August 2004
JPMorgan Chase 2003 - 2003
Skills
Corporate Finance, Strategy, Management Consulting, Digital Strategy, Venture Capital, Investment Banking, Financial Services, Due Diligence, Banking, Mergers & Acquisitions, Project Finance, Investments, Financial Modeling, Restructuring, LBO, Equities, Asset Management, Business Strategy, Recapitalizations, Finance, Business Planning, Hedge Funds, Business Development, Analysis, Competitive Analysis, Financial Regulation, Valuation, Strategic Vision
Education
Columbia University in the City of New York 2002 — 2007
BS, Industrial Engineering Operations Research
Jim Walsh Jim Walsh's Credit Suisse First Boston Experience 1983 - 1987
Job Senior Advisor in US Asia Asset Management Business
Industry Investment Management
Experience
Walsh Advisors, LLC 2002 - Present
Nikko Asset Management 2014 - Present
KKR Prisma October 2004 - March 2013
Zurich Financial Services 2000 - 2002
Société Générale Securities Corporation 1996 - 2000
Prudential Securities Corporation 1990 - 1995
The First Boston Corporation/CSFB 1976 - 1990
Credit Suisse First Boston 1983 - 1987
Stevens Institute of Technology 1973 - 1976
BNY Mellon 1972 - 1976
Skills
Private Equity, Alternative Investments, Hedge Funds, Capital Markets, Venture Capital, Capital, Fund Of Funds, Asset Management, Start-ups, Asset Managment, Leadership Development, International Business, Asia Pacific, Entrepreneur, Senior Executive..., Strategic Planning, Cross-border M&A, Strategic Alliances, 36, Equities, Fixed Income, Investments, Strategy, Management, Entrepreneurship, Executive Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1970 — 1972
MBA, International Finance
Stevens Institute of Technology 1965 — 1971
BS, MS, physics
Walsh Advisors, LLC 2002 - Present
Nikko Asset Management 2014 - Present
KKR Prisma October 2004 - March 2013
Zurich Financial Services 2000 - 2002
Société Générale Securities Corporation 1996 - 2000
Prudential Securities Corporation 1990 - 1995
The First Boston Corporation/CSFB 1976 - 1990
Credit Suisse First Boston 1983 - 1987
Stevens Institute of Technology 1973 - 1976
BNY Mellon 1972 - 1976
Skills
Private Equity, Alternative Investments, Hedge Funds, Capital Markets, Venture Capital, Capital, Fund Of Funds, Asset Management, Start-ups, Asset Managment, Leadership Development, International Business, Asia Pacific, Entrepreneur, Senior Executive..., Strategic Planning, Cross-border M&A, Strategic Alliances, 36, Equities, Fixed Income, Investments, Strategy, Management, Entrepreneurship, Executive Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1970 — 1972
MBA, International Finance
Stevens Institute of Technology 1965 — 1971
BS, MS, physics
Scott Bilbrey's Credit Suisse First Boston Experience October 2003 - July 2005
Job Director, Litigation Support Services at Covington & Burling
Industry Legal Services
Experience
Covington & Burling December 2006 - Present
Epiq Systems August 2005 - November 2006
Credit Suisse First Boston October 2003 - July 2005
Ibis Consulting, Inc. April 2003 - September 2003
Blast Radius, Inc. April 2002 - March 2003
Davis Polk & Wardwell September 1990 - April 2002
Hedwig and the Angry Inch (off-Broadway rock musical) January 1998 - December 1998
Skills
Litigation Support, Operational Risk, Data Retention, Litigation, Legal Assistance, Intellectual Property, Mergers, Document Review, Corporate Governance, Commercial Litigation, Document Management, Due Diligence, Corporate Law, Contract Negotiation, Data Privacy
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
New York University 1988 — 1990
BA, English Literature
Rutgers, The State University of New Jersey-Newark 1986 — 1988
General
Covington & Burling December 2006 - Present
Epiq Systems August 2005 - November 2006
Credit Suisse First Boston October 2003 - July 2005
Ibis Consulting, Inc. April 2003 - September 2003
Blast Radius, Inc. April 2002 - March 2003
Davis Polk & Wardwell September 1990 - April 2002
Hedwig and the Angry Inch (off-Broadway rock musical) January 1998 - December 1998
Skills
Litigation Support, Operational Risk, Data Retention, Litigation, Legal Assistance, Intellectual Property, Mergers, Document Review, Corporate Governance, Commercial Litigation, Document Management, Due Diligence, Corporate Law, Contract Negotiation, Data Privacy
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
New York University 1988 — 1990
BA, English Literature
Rutgers, The State University of New Jersey-Newark 1986 — 1988
General
Stephen Bierer Stephen Bierer's Credit Suisse First Boston Experience 2001 - 2002
Job
Industry Online Media
Experience
Loop Capital Markets, LLC April 2002 - May 2008
Credit Suisse First Boston 2001 - 2002
Lehman Brothers April 1996 - June 1999
Dillon, Read & Co., Inc. June 1994 - April 1996
Skills
Investment Banking, Private Equity, Fixed Income, Capital Markets, Valuation, Credit Analysis, Public Finance
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science (B.S.)
Stevens High School (Rapid City, SD) 1988 — 1990
Pine View School (Sarasota, FL) 1982 — 1988
Loop Capital Markets, LLC April 2002 - May 2008
Credit Suisse First Boston 2001 - 2002
Lehman Brothers April 1996 - June 1999
Dillon, Read & Co., Inc. June 1994 - April 1996
Skills
Investment Banking, Private Equity, Fixed Income, Capital Markets, Valuation, Credit Analysis, Public Finance
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science (B.S.)
Stevens High School (Rapid City, SD) 1988 — 1990
Pine View School (Sarasota, FL) 1982 — 1988
Tom Lloyd Tom Lloyd's Credit Suisse First Boston Experience June 1999 - August 1999
Job
Industry Oil & Energy
Experience
Hess Corp July 2000 - Present
Credit Suisse First Boston June 1999 - August 1999
ABN AMRO July 1996 - July 1998
ABN AMRO July 1994 - July 1996
Skills
Oil & Gas Industry, International Sales, Sales Management, Marketing Strategy, Natural Gas, LNG, Mergers, Petroleum, Commodity Markets, Contract Negotiation, Energy, Energy Industry, Energy Markets, Fuel, Gas, Hedging, Leadership, Managerial Finance, Marketing, Mergers & Acquisitions, Oil/Gas, Strategic Planning, Strategy, Upstream
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Columbia University in the City of New York 1990 — 1994
BA
Hess Corp July 2000 - Present
Credit Suisse First Boston June 1999 - August 1999
ABN AMRO July 1996 - July 1998
ABN AMRO July 1994 - July 1996
Skills
Oil & Gas Industry, International Sales, Sales Management, Marketing Strategy, Natural Gas, LNG, Mergers, Petroleum, Commodity Markets, Contract Negotiation, Energy, Energy Industry, Energy Markets, Fuel, Gas, Hedging, Leadership, Managerial Finance, Marketing, Mergers & Acquisitions, Oil/Gas, Strategic Planning, Strategy, Upstream
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Columbia University in the City of New York 1990 — 1994
BA
Frederick Royall III Frederick Royall III's Credit Suisse First Boston Experience 1998 - 2001
Job CEO, Royall Capital Holdings, LLC.
Industry Investment Banking
Experience
Royall Capital Holdings, LLC. April 2013 - Present
Blaylock & Company January 2008 - April 2013
Blaylock & Company March 2004 - December 2007
Credit Suisse First Boston 1998 - 2001
DLJ 1998 - 2000
Merrill Lynch & Co 1993 - 1996
Education
Columbia University - Columbia Business School 1997 — 1998
Finance
Syracuse University 1988 — 1992
B.S., FINANCE
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
B.S., Finance
Royall Capital Holdings, LLC. April 2013 - Present
Blaylock & Company January 2008 - April 2013
Blaylock & Company March 2004 - December 2007
Credit Suisse First Boston 1998 - 2001
DLJ 1998 - 2000
Merrill Lynch & Co 1993 - 1996
Education
Columbia University - Columbia Business School 1997 — 1998
Finance
Syracuse University 1988 — 1992
B.S., FINANCE
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
B.S., Finance
Youn Lee Youn Lee's Credit Suisse First Boston Experience June 2001 - July 2002
Job Senior Vice President at U.S. Trust
Industry Investment Management
Experience
U.S. Trust January 2015 - Present
J.P. Morgan Private Bank August 2002 - December 2014
Credit Suisse First Boston June 2001 - July 2002
SEO Career Internship June 1999 - August 1999
Skills
Wealth Management..., Asset Management, Portfolio Management, Private Banking, Investments, Credit, Philanthropy, Family Office, Equities, Capital Markets, Alternative Investments, Investment Banking
Education
Columbia College (NY) 1997 — 2001
BA, Economics
Phillips Exeter Academy 1993 — 1997
Early Cum Laude (Top 5%)
U.S. Trust January 2015 - Present
J.P. Morgan Private Bank August 2002 - December 2014
Credit Suisse First Boston June 2001 - July 2002
SEO Career Internship June 1999 - August 1999
Skills
Wealth Management..., Asset Management, Portfolio Management, Private Banking, Investments, Credit, Philanthropy, Family Office, Equities, Capital Markets, Alternative Investments, Investment Banking
Education
Columbia College (NY) 1997 — 2001
BA, Economics
Phillips Exeter Academy 1993 — 1997
Early Cum Laude (Top 5%)
Graham Kennett Graham Kennett's Credit Suisse First Boston Experience October 1985 - July 1990
Job Realtor at Keller Williams NY Realty
Industry Real Estate
Experience
Keller Williams NY Realty June 2013 - Present
Private Company 2002 - June 2013
Genesis10 January 2001 - August 2002
Versata January 2000 - January 2001
Reuters January 1998 - January 2000
Helaba July 1990 - April 1997
Credit Suisse First Boston October 1985 - July 1990
Coopers & Lybrand Consulting September 1983 - October 1985
Skills
Start-ups, IT Strategy, Contract Negotiation, Evaluations, New Home Sales, Resale Properties
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Business
University of East Anglia 1980 — 1983
BSc, Computer Science
Keller Williams NY Realty June 2013 - Present
Private Company 2002 - June 2013
Genesis10 January 2001 - August 2002
Versata January 2000 - January 2001
Reuters January 1998 - January 2000
Helaba July 1990 - April 1997
Credit Suisse First Boston October 1985 - July 1990
Coopers & Lybrand Consulting September 1983 - October 1985
Skills
Start-ups, IT Strategy, Contract Negotiation, Evaluations, New Home Sales, Resale Properties
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Business
University of East Anglia 1980 — 1983
BSc, Computer Science
Bob Dana Bob Dana's Credit Suisse First Boston Experience 1995 - 2000
Job Partner at Griffin Aviation Capital and Propel International
Industry Financial Services
Experience
Griffin Aviation Capital, LLC June 2014 - Present
Propel International June 2014 - Present
Tripshare, Inc. April 2011 - Present
Global Aviation Holdings February 2014 - April 2014
CoKinetic Systems Corp 2009 - 2010
Virgin America Inc. January 2003 - April 2009
Piper Jaffray March 2000 - September 2002
Credit Suisse First Boston 1995 - 2000
CS First Boston Corporation 1991 - 1994
The First Boston Corporation 1987 - 1991
Skills
Corporate Development, Business Strategy, Entrepreneur, Investment Banking, Negotiation, Capital Markets, Strategic Sourcing, Entrepreneurship, Management, Management Consulting, Strategy, Start-ups, Mergers & Acquisitions, Leadership, Risk Management, Product Management, Capital Raising, Business Development, Investments, Private Equity, Finance, Airlines, Competitive Analysis, Strategic Planning, Executive Management, Venture Capital, Strategic Partnerships, E-commerce, Analytics, Business Planning
Education
Columbia University - Columbia Business School
MBA
Yale University
BA
Griffin Aviation Capital, LLC June 2014 - Present
Propel International June 2014 - Present
Tripshare, Inc. April 2011 - Present
Global Aviation Holdings February 2014 - April 2014
CoKinetic Systems Corp 2009 - 2010
Virgin America Inc. January 2003 - April 2009
Piper Jaffray March 2000 - September 2002
Credit Suisse First Boston 1995 - 2000
CS First Boston Corporation 1991 - 1994
The First Boston Corporation 1987 - 1991
Skills
Corporate Development, Business Strategy, Entrepreneur, Investment Banking, Negotiation, Capital Markets, Strategic Sourcing, Entrepreneurship, Management, Management Consulting, Strategy, Start-ups, Mergers & Acquisitions, Leadership, Risk Management, Product Management, Capital Raising, Business Development, Investments, Private Equity, Finance, Airlines, Competitive Analysis, Strategic Planning, Executive Management, Venture Capital, Strategic Partnerships, E-commerce, Analytics, Business Planning
Education
Columbia University - Columbia Business School
MBA
Yale University
BA
Hugh Jenkin Hugh Jenkin's Credit Suisse First Boston Experience 2006 - 2008
Job Principal Investments and Origination Glencore Energy
Industry Financial Services
Experience
Glencore 2013 - Present
Columbia Business School 2011 - 2013
Apollo Management 2008 - 2011
Credit Suisse First Boston 2006 - 2008
Skills
Equities, Private Equity, Hedge Funds, Commodities, Financial Modeling, Corporate Finance, Oil/Gas, Valuation, Leveraged Finance
Education
Columbia University - Columbia Business School 2012 — 2013
Master of Business Administration (MBA)
The University of Western Ontario - Richard Ivey School of Business 2002 — 2006
HBA, finance
Ridley College 1998 — 2002
High School
Glencore 2013 - Present
Columbia Business School 2011 - 2013
Apollo Management 2008 - 2011
Credit Suisse First Boston 2006 - 2008
Skills
Equities, Private Equity, Hedge Funds, Commodities, Financial Modeling, Corporate Finance, Oil/Gas, Valuation, Leveraged Finance
Education
Columbia University - Columbia Business School 2012 — 2013
Master of Business Administration (MBA)
The University of Western Ontario - Richard Ivey School of Business 2002 — 2006
HBA, finance
Ridley College 1998 — 2002
High School
Dolores Daly, CMCC's Credit Suisse First Boston Experience 1998 - 2003
Job Associate Director, MBA & UG Career Coach, Finance, RH Smith School of Business, UMD
Industry Higher Education
Experience
Robert H. Smith School of Business, University of Maryland June 2013 - Present
ELS Language Center at Adelphi University February 2011 - May 2013
Banc of America Securities 2005 - 2009
Credit Suisse First Boston 1998 - 2003
SBC Warburg Dillon Read 1995 - 1998
US House of Representatives 1990 - 1993
Skills
Career Counseling, Training, Financial Services, Recruiting, Research, Teaching, Public Speaking, Nonprofits, Leadership Development, New Business Development, Finance, Organizational...
Education
Columbia University - School of International and Public Affairs 1993 — 1995
MPA, Advanced Management Techniques
Hobart and William Smith Colleges 1984 — 1988
BA, Political Science
Robert H. Smith School of Business, University of Maryland June 2013 - Present
ELS Language Center at Adelphi University February 2011 - May 2013
Banc of America Securities 2005 - 2009
Credit Suisse First Boston 1998 - 2003
SBC Warburg Dillon Read 1995 - 1998
US House of Representatives 1990 - 1993
Skills
Career Counseling, Training, Financial Services, Recruiting, Research, Teaching, Public Speaking, Nonprofits, Leadership Development, New Business Development, Finance, Organizational...
Education
Columbia University - School of International and Public Affairs 1993 — 1995
MPA, Advanced Management Techniques
Hobart and William Smith Colleges 1984 — 1988
BA, Political Science
Cynthia Simon's Credit Suisse First Boston Experience March 1985 - December 1990
Job Senior Manager, Investor Initiatives at CDP (formerly Carbon Disclosure Project)
Industry Investment Management
Experience
CDP (formerly Carbon Disclosure Project) September 2014 - Present
New York State Common Retirement Fund May 2013 - March 2015
ESG Task Force, Maine Public Employees Retirement System October 2014 - January 2015
Columbia University Center for International Earth Science Information Network (CIESIN) November 2012 - January 2013
Olympia Capital Management (alternative investment fund of funds) July 1996 - December 1999
BNP/Neuberger Berman Global Asset Management (US and Emerging Market Fixed Income and Equities) February 1994 - June 1996
Credit Suisse First Boston March 1985 - December 1990
U.S. House of Representatives Committee on Banking, Finance, and Urban Affairs September 1979 - July 1983
Skills
Fluent French;..., Finance, Analysis, Sustainable Development, Valuation, Public Policy, Program Management, Strategy, Hedge Funds, Investments, Equities, Strategic Planning, French, Climate Change, Research, Business Development, Policy, Business Strategy, Environmental Awareness, Project Management
Education
Columbia University - School of International and Public Affairs 2009 — 2011
MPA in Development Practice
The Catholic University of America, Columbus School of Law 1981 — 1984
JD
The Johns Hopkins University 1975 — 1979
BA in Political Economy (Honors), MA in Geography
Global Reporting Initiative / IPSOS Group / PRIZMA
CDP (formerly Carbon Disclosure Project) September 2014 - Present
New York State Common Retirement Fund May 2013 - March 2015
ESG Task Force, Maine Public Employees Retirement System October 2014 - January 2015
Columbia University Center for International Earth Science Information Network (CIESIN) November 2012 - January 2013
Olympia Capital Management (alternative investment fund of funds) July 1996 - December 1999
BNP/Neuberger Berman Global Asset Management (US and Emerging Market Fixed Income and Equities) February 1994 - June 1996
Credit Suisse First Boston March 1985 - December 1990
U.S. House of Representatives Committee on Banking, Finance, and Urban Affairs September 1979 - July 1983
Skills
Fluent French;..., Finance, Analysis, Sustainable Development, Valuation, Public Policy, Program Management, Strategy, Hedge Funds, Investments, Equities, Strategic Planning, French, Climate Change, Research, Business Development, Policy, Business Strategy, Environmental Awareness, Project Management
Education
Columbia University - School of International and Public Affairs 2009 — 2011
MPA in Development Practice
The Catholic University of America, Columbus School of Law 1981 — 1984
JD
The Johns Hopkins University 1975 — 1979
BA in Political Economy (Honors), MA in Geography
Global Reporting Initiative / IPSOS Group / PRIZMA
Nitin Mittal's Credit Suisse First Boston Experience 2004 - 2005
Job
Industry Internet
Experience
Potomac Crest Partners August 2008 - Present
Branding Brand March 2014 - Present
Branding Brand July 2012 - April 2014
Branding Brand November 2008 - February 2014
Stelliam Investment Management June 2007 - May 2008
The Royal Bank of Scotland 2005 - 2007
Credit Suisse First Boston 2004 - 2005
Sanders Morris Harris 2002 - 2004
Crest Advisors 2002 - 2004
Skills
E-commerce, Leadership, Mobile Applications, Strategic Partnerships, Management, Mobile Devices, Analytics, Start-ups, Entrepreneurship, Mobile Marketing, Online Advertising, Online Marketing, SEO, Digital Marketing, Product Management, SEM, Web Analytics, Strategy, Business Strategy, Mobile Technology
Education
Columbia University in the City of New York 2001 — 2002
Master of Science (MS)
University of Michigan 1997 — 2001
Bachelor of Science (BS)
Potomac Crest Partners August 2008 - Present
Branding Brand March 2014 - Present
Branding Brand July 2012 - April 2014
Branding Brand November 2008 - February 2014
Stelliam Investment Management June 2007 - May 2008
The Royal Bank of Scotland 2005 - 2007
Credit Suisse First Boston 2004 - 2005
Sanders Morris Harris 2002 - 2004
Crest Advisors 2002 - 2004
Skills
E-commerce, Leadership, Mobile Applications, Strategic Partnerships, Management, Mobile Devices, Analytics, Start-ups, Entrepreneurship, Mobile Marketing, Online Advertising, Online Marketing, SEO, Digital Marketing, Product Management, SEM, Web Analytics, Strategy, Business Strategy, Mobile Technology
Education
Columbia University in the City of New York 2001 — 2002
Master of Science (MS)
University of Michigan 1997 — 2001
Bachelor of Science (BS)
Arnie Friedland Arnie Friedland's Credit Suisse First Boston Experience 2004 - 2005
Job Strategy, Tech, Marketing & Business Ops
Industry Management Consulting
Experience
Ride5 Group, LLC May 2007 - Present
Merrill Lynch 2005 - 2007
Credit Suisse First Boston 2004 - 2005
JPMorganChase 2003 - 2004
Goldman Sachs 2000 - 2003
Lehman Brothers April 1998 - April 2000
Bankers Trust April 1994 - April 1998
Skills
Marketing Strategy, Marketing, Advertising, Social Media, Brand Development, Management, Business Strategy, Digital Strategy, CRM, Strategy, Integrated Marketing, Digital Media, Risk Management, Digital Marketing, Brand Management, Executive Management, User Experience, Management Consulting, Interactive Marketing, Branding & Identity, Creative Services, Strategic Consulting, Web Design, Mobile Devices, Business Management, Technology Integration, Viewer Engagement, Application Development, Product Development, Financial Management, Personal Branding
Education
Columbia University - Columbia Business School
MBA
State University of New York - System
B.A.
Ride5 Group, LLC May 2007 - Present
Merrill Lynch 2005 - 2007
Credit Suisse First Boston 2004 - 2005
JPMorganChase 2003 - 2004
Goldman Sachs 2000 - 2003
Lehman Brothers April 1998 - April 2000
Bankers Trust April 1994 - April 1998
Skills
Marketing Strategy, Marketing, Advertising, Social Media, Brand Development, Management, Business Strategy, Digital Strategy, CRM, Strategy, Integrated Marketing, Digital Media, Risk Management, Digital Marketing, Brand Management, Executive Management, User Experience, Management Consulting, Interactive Marketing, Branding & Identity, Creative Services, Strategic Consulting, Web Design, Mobile Devices, Business Management, Technology Integration, Viewer Engagement, Application Development, Product Development, Financial Management, Personal Branding
Education
Columbia University - Columbia Business School
MBA
State University of New York - System
B.A.
Eric Pertschuk Eric Pertschuk's Credit Suisse First Boston Experience May 1988 - April 1999
Job Process Control Manager at Capital One
Industry Information Technology and Services
Experience
Capital One May 2013 - Present
Citigroup April 1999 - December 2012
Credit Suisse First Boston May 1988 - April 1999
Skills
Risk Management, Process Improvement, IT Strategy, Banking, Fixed Income, Portfolio Management, PMO, Investment Banking, Financial Services, Vendor Management, Program Management, Cross-functional Team..., Change Management, ITIL, Data Center, Leadership, Unix, Disaster Recovery, Management, Mainframe, Troubleshooting, JCL, Business Analysis, Human Resources, Start-ups, System Administration, SDLC, Project Management, Quality Assurance, CSPO –Scrum Product..., Scrum Master
Education
American Sentinal (online)
Bachelors, Computer Science/Information Technology
City University of New York-College of Staten Island
Associates, Liberal Arts/Accounting
Capital One May 2013 - Present
Citigroup April 1999 - December 2012
Credit Suisse First Boston May 1988 - April 1999
Skills
Risk Management, Process Improvement, IT Strategy, Banking, Fixed Income, Portfolio Management, PMO, Investment Banking, Financial Services, Vendor Management, Program Management, Cross-functional Team..., Change Management, ITIL, Data Center, Leadership, Unix, Disaster Recovery, Management, Mainframe, Troubleshooting, JCL, Business Analysis, Human Resources, Start-ups, System Administration, SDLC, Project Management, Quality Assurance, CSPO –Scrum Product..., Scrum Master
Education
American Sentinal (online)
Bachelors, Computer Science/Information Technology
City University of New York-College of Staten Island
Associates, Liberal Arts/Accounting
Augusto Giachino Augusto Giachino's Credit Suisse First Boston Experience May 2008 - December 2008
Job President, Logic State LLC
Industry Financial Services
Experience
Logic State LLC August 1998 - Present
UBS Wealth Management June 2012 - Present
Cambrian Consulting January 2012 - Present
Morgan Stanley Smith Barney November 2010 - December 2011
Aon July 2010 - October 2010
Merck February 2009 - June 2010
Credit Suisse First Boston May 2008 - December 2008
MetLife November 2008 - November 2008
Morgan Stanley Smith Barney March 2007 - May 2008
Adobe Systems April 2007 - June 2007
Skills
Risk Management, Data Management, SDLC, Business Analysis, Vendor Management, Project Execution, User Experience, Global Regulatory..., STP, SOA, Information Architecture, Project Management, Business Development, Requirements Gathering, CRM, IT Strategy, Strategy, Business Process, User Interface Design, Integration, Software Documentation, Financial Services, Trading Systems, Front to Back Office, Leadership
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Marketing/Marketing Management, General
Harvard University 1984 — 1989
BA, Cognitive Science
Concord Academy 1980 — 1984
School of Visual Arts
Film/Video and Photographic Arts
Logic State LLC August 1998 - Present
UBS Wealth Management June 2012 - Present
Cambrian Consulting January 2012 - Present
Morgan Stanley Smith Barney November 2010 - December 2011
Aon July 2010 - October 2010
Merck February 2009 - June 2010
Credit Suisse First Boston May 2008 - December 2008
MetLife November 2008 - November 2008
Morgan Stanley Smith Barney March 2007 - May 2008
Adobe Systems April 2007 - June 2007
Skills
Risk Management, Data Management, SDLC, Business Analysis, Vendor Management, Project Execution, User Experience, Global Regulatory..., STP, SOA, Information Architecture, Project Management, Business Development, Requirements Gathering, CRM, IT Strategy, Strategy, Business Process, User Interface Design, Integration, Software Documentation, Financial Services, Trading Systems, Front to Back Office, Leadership
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Marketing/Marketing Management, General
Harvard University 1984 — 1989
BA, Cognitive Science
Concord Academy 1980 — 1984
School of Visual Arts
Film/Video and Photographic Arts
David Stiller David Stiller's Credit Suisse First Boston Experience July 1998 - July 1999
Job Director of Acquisitions and Financing at ELRH Investments
Industry Commercial Real Estate
Experience
ELRH Investments January 2015 - Present
Landmark Residential January 2013 - January 2015
Liberty Medical Supply April 2010 - December 2012
Woolbright Development April 2005 - September 2009
RBC Capital Markets January 2004 - April 2005
National Grid August 1999 - September 2003
Credit Suisse First Boston July 1998 - July 1999
JP Morgan Chase July 1996 - June 1998
Thomson Reuters July 1993 - June 1996
Skills
Market Research, Due Diligence, Real Estate, Mergers, Valuation, Risk Management, Financial Analysis, Financial Modeling, Business Planning, Asset Management, Business Analysis, Programming, Data Analysis
Education
Cornell University 1992 — 1993
MENG, Operations Research & Industrial Engineering
Cornell University 1988 — 1992
B.S., OR&IE
ELRH Investments January 2015 - Present
Landmark Residential January 2013 - January 2015
Liberty Medical Supply April 2010 - December 2012
Woolbright Development April 2005 - September 2009
RBC Capital Markets January 2004 - April 2005
National Grid August 1999 - September 2003
Credit Suisse First Boston July 1998 - July 1999
JP Morgan Chase July 1996 - June 1998
Thomson Reuters July 1993 - June 1996
Skills
Market Research, Due Diligence, Real Estate, Mergers, Valuation, Risk Management, Financial Analysis, Financial Modeling, Business Planning, Asset Management, Business Analysis, Programming, Data Analysis
Education
Cornell University 1992 — 1993
MENG, Operations Research & Industrial Engineering
Cornell University 1988 — 1992
B.S., OR&IE
Brent Stone Brent Stone's Credit Suisse First Boston Experience July 2000 - January 2001
Job Partner at ABRY Partners
Industry Venture Capital & Private Equity
Experience
ABRY Partners January 2002 - Present
Credit Suisse First Boston July 2000 - January 2001
Donaldson Lufkin & Jenrette June 2000 - July 2000
JPMorgan Chase June 1999 - June 2000
Education
Cornell University 1995 — 1999
BA, Business Administration
Roxbury Latin 1992 — 1993
ABRY Partners January 2002 - Present
Credit Suisse First Boston July 2000 - January 2001
Donaldson Lufkin & Jenrette June 2000 - July 2000
JPMorgan Chase June 1999 - June 2000
Education
Cornell University 1995 — 1999
BA, Business Administration
Roxbury Latin 1992 — 1993
Jason McKenty, ITIL v3 Jason McKenty, ITIL v3's Credit Suisse First Boston Experience 2004 - 2006
Job Incident Manager at Manulife Financial & John Hancock
Industry Information Technology and Services
Experience
Manulife Financial May 2008 - Present
Research In Motion December 2006 - March 2008
Hewlett-Packard April 2004 - December 2006
Credit Suisse First Boston 2004 - 2006
Motorola Canada October 2001 - April 2004
Skills
Blackberry, SMS, Deployment, Incident Management, ITIL, IT Service Management, HP, Vendor Management, Data Center, SLA, People Management, Negotiation, Service Management, IT Operations, Managed Services, Blackberry Enterprise..., Resource Management, Service Desk, Active Directory, VPN, Windows Server, Disaster Recovery, Business Continuity, IT Management, Outsourcing, Hardware, System Administration, Network Administration, Security, Remedy, Network Security, System Deployment, BMC Remedy, Sla, Management, Business Analysis, Networking, Troubleshooting, Leadership, Process Improvement, Microsoft Exchange, Service Delivery, VMware, Servers, Problem Management
Education
Conestoga College 1997 — 1998
Diploma, Microsoft Certified Systems Engineer
Western University 1995 — 1997
BA, Sociology, Psychology
Canadian Management Centre
Canadian Management Centre
Canadian Management Centre
Manulife Financial May 2008 - Present
Research In Motion December 2006 - March 2008
Hewlett-Packard April 2004 - December 2006
Credit Suisse First Boston 2004 - 2006
Motorola Canada October 2001 - April 2004
Skills
Blackberry, SMS, Deployment, Incident Management, ITIL, IT Service Management, HP, Vendor Management, Data Center, SLA, People Management, Negotiation, Service Management, IT Operations, Managed Services, Blackberry Enterprise..., Resource Management, Service Desk, Active Directory, VPN, Windows Server, Disaster Recovery, Business Continuity, IT Management, Outsourcing, Hardware, System Administration, Network Administration, Security, Remedy, Network Security, System Deployment, BMC Remedy, Sla, Management, Business Analysis, Networking, Troubleshooting, Leadership, Process Improvement, Microsoft Exchange, Service Delivery, VMware, Servers, Problem Management
Education
Conestoga College 1997 — 1998
Diploma, Microsoft Certified Systems Engineer
Western University 1995 — 1997
BA, Sociology, Psychology
Canadian Management Centre
Canadian Management Centre
Canadian Management Centre
Jason Sippel Jason Sippel's Credit Suisse First Boston Experience March 1997 - September 2000
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2015 - Present
JP Morgan January 2013 - August 2015
JP Morgan March 2009 - January 2013
JP Morgan June 2007 - March 2009
JP Morgan June 2005 - June 2007
JP Morgan March 2002 - June 2005
Gen Re December 2000 - March 2002
Overstock.com January 2000 - December 2000
Credit Suisse First Boston March 1997 - September 2000
Merrill Lynch March 1995 - March 1996
Education
Harvard Extension School 1996 — 1996
Post-Baccalaureate Pre-Med
University of Cambridge 1988 — 1991
Master of Arts (M.A.), Economics
Columbia College (NY) 1986 — 1988
Economics
JP Morgan August 2015 - Present
JP Morgan January 2013 - August 2015
JP Morgan March 2009 - January 2013
JP Morgan June 2007 - March 2009
JP Morgan June 2005 - June 2007
JP Morgan March 2002 - June 2005
Gen Re December 2000 - March 2002
Overstock.com January 2000 - December 2000
Credit Suisse First Boston March 1997 - September 2000
Merrill Lynch March 1995 - March 1996
Education
Harvard Extension School 1996 — 1996
Post-Baccalaureate Pre-Med
University of Cambridge 1988 — 1991
Master of Arts (M.A.), Economics
Columbia College (NY) 1986 — 1988
Economics
Ed Thieberger Ed Thieberger's Credit Suisse First Boston Experience 1993 - 2004
Job CTO Tiger Bay Advisors
Industry Financial Services
Experience
Tiger Bay Advisors, LLC August 2012 - Present
Bridgewater Associates November 2007 - March 2012
PFTC Group August 2007 - October 2007
Bridgewater Associates March 2004 - August 2007
Credit Suisse 1993 - May 2004
Credit Suisse First Boston 1993 - 2004
CSFB 1993 - 2004
Skills
Market Data, Financial Markets, Trading, Reference Data, IT Management, Trading Systems, Hedge Funds, Electronic Trading, FX, Capital Markets, CEP Technology, C++, C#, Java, Data Management, Program Management, Project Management, Vendor Management, Contract Negotiation, Investment Banking, Enterprise Architecture, Distributed Systems, Algorithmic Trading, Equities, FX Options, Enterprise Software, Management, Business Process..., Low Latency
Education
Columbia University in the City of New York 1989 — 1993
M.Phil., Historical Musicology
Columbia University in the City of New York 1987 — 1989
M.A., Historical Musicology
Cornell University 1982 — 1986
BA, Computer Science/Music
Tiger Bay Advisors, LLC August 2012 - Present
Bridgewater Associates November 2007 - March 2012
PFTC Group August 2007 - October 2007
Bridgewater Associates March 2004 - August 2007
Credit Suisse 1993 - May 2004
Credit Suisse First Boston 1993 - 2004
CSFB 1993 - 2004
Skills
Market Data, Financial Markets, Trading, Reference Data, IT Management, Trading Systems, Hedge Funds, Electronic Trading, FX, Capital Markets, CEP Technology, C++, C#, Java, Data Management, Program Management, Project Management, Vendor Management, Contract Negotiation, Investment Banking, Enterprise Architecture, Distributed Systems, Algorithmic Trading, Equities, FX Options, Enterprise Software, Management, Business Process..., Low Latency
Education
Columbia University in the City of New York 1989 — 1993
M.Phil., Historical Musicology
Columbia University in the City of New York 1987 — 1989
M.A., Historical Musicology
Cornell University 1982 — 1986
BA, Computer Science/Music
Sanjeeva Senanayake Sanjeeva Senanayake's Credit Suisse First Boston Experience May 1996 - July 1997
Job Senior Vice President at Wellford Energy Group
Industry Banking
Experience
Wellford Energy Group March 2013 - Present
HSH Nordbank July 2008 - March 2013
NREL 2010 - 2010
Moodys Investor Services July 2004 - June 2008
Moodys Investors Service 2004 - 2008
CIBC World Markets July 1997 - June 2004
Credit Suisse First Boston May 1996 - July 1997
Chase Manhattan Corporation April 1994 - May 1996
Education
Columbia Engineering 1991 — 1993
M.S., Engineering - Mineral Economics
Sewanee-The University of the South 1987 — 1991
B.S., Physics
Trinity College Kandy, Sri Lanka
Wellford Energy Group March 2013 - Present
HSH Nordbank July 2008 - March 2013
NREL 2010 - 2010
Moodys Investor Services July 2004 - June 2008
Moodys Investors Service 2004 - 2008
CIBC World Markets July 1997 - June 2004
Credit Suisse First Boston May 1996 - July 1997
Chase Manhattan Corporation April 1994 - May 1996
Education
Columbia Engineering 1991 — 1993
M.S., Engineering - Mineral Economics
Sewanee-The University of the South 1987 — 1991
B.S., Physics
Trinity College Kandy, Sri Lanka
Maria Rosario Dizon Maria Rosario Dizon's Credit Suisse First Boston Experience April 1998 - December 1998
Job Applications Developer
Industry Information Technology and Services
Experience
GE Healthcare 2003 - 2005
Lucent Technologies June 1999 - June 2002
Credit Suisse First Boston April 1998 - December 1998
NEC Mobile Communications, Ltd. January 1994 - March 1998
Skills
Software Documentation, Quality Assurance, Testing, Cross-functional Team..., Healthcare Information..., HIPAA, Healthcare, Troubleshooting, Visio, EHR, EMR, Access, Project Management, Robot Framework, Test Automation, HTML, CSS, Photoshop, PowerPoint, Microsoft Excel, Oracle PL/SQL..., Business Intelligence, Data Marts, System Testing, Technical Support
Education
Community College of Allegheny County 2011 — 2012
University of the City of Manila 1987 — 1992
Bachelor's degree
GE Healthcare 2003 - 2005
Lucent Technologies June 1999 - June 2002
Credit Suisse First Boston April 1998 - December 1998
NEC Mobile Communications, Ltd. January 1994 - March 1998
Skills
Software Documentation, Quality Assurance, Testing, Cross-functional Team..., Healthcare Information..., HIPAA, Healthcare, Troubleshooting, Visio, EHR, EMR, Access, Project Management, Robot Framework, Test Automation, HTML, CSS, Photoshop, PowerPoint, Microsoft Excel, Oracle PL/SQL..., Business Intelligence, Data Marts, System Testing, Technical Support
Education
Community College of Allegheny County 2011 — 2012
University of the City of Manila 1987 — 1992
Bachelor's degree
Bruce Buff Bruce Buff's Credit Suisse First Boston Experience September 1987 - January 1990
Job Principal at Booz & Company
Industry Management Consulting
Experience
Booz & Company October 2013 - Present
Booz Allen Hamilton August 2011 - February 2013
Independent Consultant May 2007 - August 2011
Jones Apparel Group 2003 - 2007
Fenway Partners/DCI March 2000 - June 2002
Booz Allen Hamilton 1991 - 1999
Credit Suisse First Boston September 1987 - January 1990
Morgan Stanley July 1983 - September 1987
Arthur Andersen January 1982 - June 1983
Skills
Mergers, Retail, Strategy, Management Consulting, Corporate Development, Information Technology, Business Process..., Strategic Partnerships
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance, Operations, Marketing
University of Pennsylvania - The Wharton School 1977 — 1981
Bachelor of Science, Finance
Hauppauge High School
Booz & Company October 2013 - Present
Booz Allen Hamilton August 2011 - February 2013
Independent Consultant May 2007 - August 2011
Jones Apparel Group 2003 - 2007
Fenway Partners/DCI March 2000 - June 2002
Booz Allen Hamilton 1991 - 1999
Credit Suisse First Boston September 1987 - January 1990
Morgan Stanley July 1983 - September 1987
Arthur Andersen January 1982 - June 1983
Skills
Mergers, Retail, Strategy, Management Consulting, Corporate Development, Information Technology, Business Process..., Strategic Partnerships
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance, Operations, Marketing
University of Pennsylvania - The Wharton School 1977 — 1981
Bachelor of Science, Finance
Hauppauge High School
Jonathan Mishkin Jonathan Mishkin's Credit Suisse First Boston Experience 2000 - 2002
Job Owner, Sanabe & Associates, LLC
Industry Investment Banking
Experience
Sanabe & Associates, LLC 2002 - Present
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2002
Donaldson, Lufkin & Jenrette Securities Corp. 1994 - 2002
Burns Fry, LTD. 1988 - 1994
Morgan Stanley 1981 - 1988
Morgan Stanley 1981 - 1988
Education
The University of Chicago
M.B.A., Finance and Accounting
Columbia University in the City of New York
B.A., Economics
Sanabe & Associates, LLC 2002 - Present
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2002
Donaldson, Lufkin & Jenrette Securities Corp. 1994 - 2002
Burns Fry, LTD. 1988 - 1994
Morgan Stanley 1981 - 1988
Morgan Stanley 1981 - 1988
Education
The University of Chicago
M.B.A., Finance and Accounting
Columbia University in the City of New York
B.A., Economics
Andrew Willis Andrew Willis's Credit Suisse First Boston Experience 1996 - 2001
Job EVP, CFO at Crossix Solutions Inc.
Industry Market Research
Experience
Crossix Solutions Inc. 2004 - Present
Montefiore Medical Center 2011 - Present
Rothschild 2001 - 2003
Credit Suisse First Boston 1996 - 2001
Skills
Financial Analysis, M&A experience, Corporate Development, Due Diligence, Investment Banking, Corporate Finance, Private Placements, Valuation, Venture Capital, Business Strategy, Analytics, Capital Raising, Strategy, Investments, Strategic Planning
Education
Columbia Law School 1993 — 1997
JD
Columbia University - Columbia Business School 1993 — 1997
MBA
Georgetown University 1987 — 1991
BSBA, Finance and Government
Crossix Solutions Inc. 2004 - Present
Montefiore Medical Center 2011 - Present
Rothschild 2001 - 2003
Credit Suisse First Boston 1996 - 2001
Skills
Financial Analysis, M&A experience, Corporate Development, Due Diligence, Investment Banking, Corporate Finance, Private Placements, Valuation, Venture Capital, Business Strategy, Analytics, Capital Raising, Strategy, Investments, Strategic Planning
Education
Columbia Law School 1993 — 1997
JD
Columbia University - Columbia Business School 1993 — 1997
MBA
Georgetown University 1987 — 1991
BSBA, Finance and Government
Lev Borodovsky Lev Borodovsky's Credit Suisse First Boston Experience 1994 - 2005
Job Chief Risk Officer at Star Mountain Capital, LLC
Industry Financial Services
Experience
Star Mountain Capital, LLC December 2012 - Present
Research Square, Inc. March 2012 - Present
Bell Point Capital Management, LP. January 2010 - November 2012
The Blackstone Group July 2005 - January 2010
GSO Capital Partners (Blackstone) July 2005 - January 2010
Baruch College January 2005 - May 2007
Credit Suisse First Boston 1994 - 2005
Global Association of Risk Professionals 1996 - 2002
JP Morgan Chase 1991 - 1994
Columbia University 1987 - 1991
Skills
SAS, Bloomberg, Financial Modeling, VBA, Derivatives, Investments, Risk Management, Hedge Funds, Quantitative Finance, Credit Risk, Market Risk, Fixed Income, Quantitative Analytics, Equities, Financial Risk, Alternative Investments, Strategy, Capital Markets, Asset Management
Education
Columbia University in the City of New York 1986 — 1991
Ph.D., Physics
University of Oklahoma 1982 — 1986
B.S., Physics/Mathematics
Star Mountain Capital, LLC December 2012 - Present
Research Square, Inc. March 2012 - Present
Bell Point Capital Management, LP. January 2010 - November 2012
The Blackstone Group July 2005 - January 2010
GSO Capital Partners (Blackstone) July 2005 - January 2010
Baruch College January 2005 - May 2007
Credit Suisse First Boston 1994 - 2005
Global Association of Risk Professionals 1996 - 2002
JP Morgan Chase 1991 - 1994
Columbia University 1987 - 1991
Skills
SAS, Bloomberg, Financial Modeling, VBA, Derivatives, Investments, Risk Management, Hedge Funds, Quantitative Finance, Credit Risk, Market Risk, Fixed Income, Quantitative Analytics, Equities, Financial Risk, Alternative Investments, Strategy, Capital Markets, Asset Management
Education
Columbia University in the City of New York 1986 — 1991
Ph.D., Physics
University of Oklahoma 1982 — 1986
B.S., Physics/Mathematics
Stephen Calk's Credit Suisse First Boston Experience 1990 - 1992
Job Managing Director at FTI Consulting
Industry Capital Markets
Experience
FTI Consulting 2014 - Present
Johnson at Cornell University 2007 - 2014
FTI Consulting 2006 - 2007
Intrado 2004 - 2006
CSG Systems 2001 - 2003
High Speed Access Corp. 2000 - 2001
Lehman Brothers 1998 - 1999
JP Morgan 1993 - 1997
Credit Suisse First Boston 1990 - 1992
Skills
Finance, Investment Banking, Investor Relations, Financial Modeling, Financial Analysis, Valuation, Mergers & Acquisitions, Strategy, Data Analysis, Management, Business Strategy, Leadership, Higher Education, Risk Management, Research, Public Speaking, Competitive Analysis, Corporate Finance, Analysis, Management Consulting, Strategic Planning, Cross-functional Team..., Economics, Market Research, Marketing, Equity Valuation, Business Development, Project Management, Teaching, Social Media, Nonprofits
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting
Columbia University in the City of New York
BA, Philosophy, Economics
FTI Consulting 2014 - Present
Johnson at Cornell University 2007 - 2014
FTI Consulting 2006 - 2007
Intrado 2004 - 2006
CSG Systems 2001 - 2003
High Speed Access Corp. 2000 - 2001
Lehman Brothers 1998 - 1999
JP Morgan 1993 - 1997
Credit Suisse First Boston 1990 - 1992
Skills
Finance, Investment Banking, Investor Relations, Financial Modeling, Financial Analysis, Valuation, Mergers & Acquisitions, Strategy, Data Analysis, Management, Business Strategy, Leadership, Higher Education, Risk Management, Research, Public Speaking, Competitive Analysis, Corporate Finance, Analysis, Management Consulting, Strategic Planning, Cross-functional Team..., Economics, Market Research, Marketing, Equity Valuation, Business Development, Project Management, Teaching, Social Media, Nonprofits
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting
Columbia University in the City of New York
BA, Philosophy, Economics
Jihyun Oh's Credit Suisse First Boston Experience May 1999 - December 2001
Job Staff Chaplain at Grady Health System
Industry Religious Institutions
Experience
Hamilton Mill Presbyterian Church July 2015 - Present
Grady Health System April 2011 - July 2015
Grady Health System August 2009 - September 2010
First Presbyterian Church of Arlington Heights September 2007 - August 2009
Credit Suisse First Boston May 1999 - December 2001
MIT-Harvard Health Sciences & Technology October 1996 - March 1998
Skills
Pastoral Care, Organizational..., Group Dynamics, Strategic Planning, Conflict Transformation, Writing, Worship Planning, Team Leadership, Interpretation, Translation, Preaching, Cross-cultural..., Teaching, Social Media, Palliative Care, Chaplaincy, Leadership Development, Medical Ethics
Education
Columbia Theological Seminary 2011 — 2016
D.Min., Narrative Pastoral Care
Columbia Theological Seminary 2003 — 2006
Master of Divinity (M.Div.)
Florida International University - College of Business 2000 — 2000
Master of Science (M.S.), Finance, General
Massachusetts Institute of Technology 1992 — 1996
Bachelor of Science (B.S.), Biology & German Studies
Hamilton Mill Presbyterian Church July 2015 - Present
Grady Health System April 2011 - July 2015
Grady Health System August 2009 - September 2010
First Presbyterian Church of Arlington Heights September 2007 - August 2009
Credit Suisse First Boston May 1999 - December 2001
MIT-Harvard Health Sciences & Technology October 1996 - March 1998
Skills
Pastoral Care, Organizational..., Group Dynamics, Strategic Planning, Conflict Transformation, Writing, Worship Planning, Team Leadership, Interpretation, Translation, Preaching, Cross-cultural..., Teaching, Social Media, Palliative Care, Chaplaincy, Leadership Development, Medical Ethics
Education
Columbia Theological Seminary 2011 — 2016
D.Min., Narrative Pastoral Care
Columbia Theological Seminary 2003 — 2006
Master of Divinity (M.Div.)
Florida International University - College of Business 2000 — 2000
Master of Science (M.S.), Finance, General
Massachusetts Institute of Technology 1992 — 1996
Bachelor of Science (B.S.), Biology & German Studies
Jim Cantalini Jim Cantalini's Credit Suisse First Boston Experience August 1985 - May 1987
Job Board Advisor for Corporate Strategy, Growth and Leadership
Industry Executive Office
Experience
Newport Board Group February 2014 - Present
Torsted Advisors February 2007 - Present
High Speed Video August 2010 - January 2013
Gist Communications, Inc. January 2001 - January 2007
Interim Management & Advisory June 1999 - January 2001
UBS May 1996 - June 1999
Spring Capital Group, Inc. 1987 - 1996
Credit Suisse First Boston August 1985 - May 1987
Lehman Brothers 1983 - 1985
Skills
Executive Management, Strategic Partnerships, Digital Strategy, Restructuring, Strategic Communications, Digital Media, Business Analysis, Risk Assessment, Negotiation, Financial Analysis, Debt, Equities, Business Strategy, Marketing Strategy, Operations Management, Business Development, Start-ups, Leadership, Market Research, Product Development, Entrepreneurship, Product Management, Investment Banking, Cross-functional Team..., Corporate Finance, Strategy, Management, Finance, Analysis, Investments
Education
The University of Chicago - Booth School of Business 1972 — 1974
MBA, Finance
Université catholique de Louvain 1973 — 1974
3e Lic., International Economics
College of the Holy Cross 1967 — 1971
AB, History
Newport Board Group February 2014 - Present
Torsted Advisors February 2007 - Present
High Speed Video August 2010 - January 2013
Gist Communications, Inc. January 2001 - January 2007
Interim Management & Advisory June 1999 - January 2001
UBS May 1996 - June 1999
Spring Capital Group, Inc. 1987 - 1996
Credit Suisse First Boston August 1985 - May 1987
Lehman Brothers 1983 - 1985
Skills
Executive Management, Strategic Partnerships, Digital Strategy, Restructuring, Strategic Communications, Digital Media, Business Analysis, Risk Assessment, Negotiation, Financial Analysis, Debt, Equities, Business Strategy, Marketing Strategy, Operations Management, Business Development, Start-ups, Leadership, Market Research, Product Development, Entrepreneurship, Product Management, Investment Banking, Cross-functional Team..., Corporate Finance, Strategy, Management, Finance, Analysis, Investments
Education
The University of Chicago - Booth School of Business 1972 — 1974
MBA, Finance
Université catholique de Louvain 1973 — 1974
3e Lic., International Economics
College of the Holy Cross 1967 — 1971
AB, History
Grace Schalkwyk Grace Schalkwyk's Credit Suisse First Boston Experience 1983 - 1995
Job Gramercy Digital Strategy Advisors, Board Member
Industry Information Technology and Services
Experience
Gramercy Digital Strategy Advisors September 2009 - Present
SIgnal Analytics July 2012 - Present
Gorithmic 2012 - 2014
Standard & Poor's 2001 - 2009
Artnet.com AG 1999 - 2001
Reuters America 1996 - 1998
Credit Suisse First Boston 1983 - 1995
Skills
Strategy, Business Strategy, Mergers & Acquisitions, Product Management, Private Equity, Financial Services, Investment Banking, Investments, Leadership, New Business Development, Strategic Partnerships, Business Process..., Corporate Development, Valuation, Capital Markets, Due Diligence, Fixed Income, Driving Business Growth, FinTech, Digital Media, Product Development, Enterprise Software, Financial Markets, Venture Capital, Business Services, Information Technology, B2B, Competitive Analysis, Management Consulting, Investor Relations, IPO, Portfolio Management, Project Finance, Restructuring, Finance, Driving Profitability, Technology, Data, M&A evaluation, Market Opportunities, Growth Strategies, Financial Modeling, Corporate Finance, Analytics, Equities, Business Development, Board Governance
Education
National Association of Corporate Directors
Board Leadership Fellow - 2016 Candidate
INSEAD
Executive Education, Leading Global Business
Columbia University - Columbia Business School
Executive Education, Certificate in General Management
The University of British Columbia 1979 — 1983
B. Comm., Finance
Institute of Corporate Directors
Audit Committee Effectiveness
Gramercy Digital Strategy Advisors September 2009 - Present
SIgnal Analytics July 2012 - Present
Gorithmic 2012 - 2014
Standard & Poor's 2001 - 2009
Artnet.com AG 1999 - 2001
Reuters America 1996 - 1998
Credit Suisse First Boston 1983 - 1995
Skills
Strategy, Business Strategy, Mergers & Acquisitions, Product Management, Private Equity, Financial Services, Investment Banking, Investments, Leadership, New Business Development, Strategic Partnerships, Business Process..., Corporate Development, Valuation, Capital Markets, Due Diligence, Fixed Income, Driving Business Growth, FinTech, Digital Media, Product Development, Enterprise Software, Financial Markets, Venture Capital, Business Services, Information Technology, B2B, Competitive Analysis, Management Consulting, Investor Relations, IPO, Portfolio Management, Project Finance, Restructuring, Finance, Driving Profitability, Technology, Data, M&A evaluation, Market Opportunities, Growth Strategies, Financial Modeling, Corporate Finance, Analytics, Equities, Business Development, Board Governance
Education
National Association of Corporate Directors
Board Leadership Fellow - 2016 Candidate
INSEAD
Executive Education, Leading Global Business
Columbia University - Columbia Business School
Executive Education, Certificate in General Management
The University of British Columbia 1979 — 1983
B. Comm., Finance
Institute of Corporate Directors
Audit Committee Effectiveness
Isabel Kallman Isabel Kallman's Credit Suisse First Boston Experience July 1997 - July 1998
Job Founder & Chief, Alpha Mom
Industry Internet
Experience
Alpha Mom 2005 - Present
Salomon Smith Barney December 2002 - May 2003
Salomon Smith Barney July 1998 - December 2002
Credit Suisse First Boston July 1997 - July 1998
Salomon Brothers January 1995 - July 1997
Salomon Brothers July 1993 - January 1995
Skills
Social Media, Blogging, Social Media Marketing, Sales, CMS, International Equity..., Content Strategy, Web Content, Social Networking, Facebook, Copywriting, Advertising, Digital Media, Copy Editing, Online Advertising, Online Marketing, Digital Strategy, New Media, Creative Direction, SEO, WordPress, Content Management, Google Analytics, Content Development, Web Analytics, Digital Marketing
Education
Columbia University in the City of New York 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Columbia University in the City of New York 1989 — 1993
Bachelor's degree, Political Science and Government
Alpha Mom 2005 - Present
Salomon Smith Barney December 2002 - May 2003
Salomon Smith Barney July 1998 - December 2002
Credit Suisse First Boston July 1997 - July 1998
Salomon Brothers January 1995 - July 1997
Salomon Brothers July 1993 - January 1995
Skills
Social Media, Blogging, Social Media Marketing, Sales, CMS, International Equity..., Content Strategy, Web Content, Social Networking, Facebook, Copywriting, Advertising, Digital Media, Copy Editing, Online Advertising, Online Marketing, Digital Strategy, New Media, Creative Direction, SEO, WordPress, Content Management, Google Analytics, Content Development, Web Analytics, Digital Marketing
Education
Columbia University in the City of New York 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Columbia University in the City of New York 1989 — 1993
Bachelor's degree, Political Science and Government
Roman Myronchenko Roman Myronchenko's Credit Suisse First Boston Experience 2000 - 2001
Job Consultant
Industry Banking
Experience
BNP Paribas 2003 - December 2013
Bricolage Capital, Inc. 2000 - 2002
Credit Suisse/ First Boston 2000 - 2001
RBC Dominion Securities 1997 - 2000
Skills
Python, Equity Trading, Swaps, Business Analysis, Data Warehousing, Virtual Teams, Equity Derivatives, Credit Derivatives, Team Coordination, Bloomberg, Statistical Arbitrage, Proprietary Trading, Data Analysis, Databases, Data Mining, Management Consulting, Optimization, Software Consulting, Investment Banking, Electricity Markets, Program Trading, Russian, Soft Commodities, Trading Systems, Capital Markets, Oil&Gas, Trading Applications, Power Industry, Base Metals, Power Trading, Commodities, Team Management, Financial Data, SSIS, SSRS, Data Warehouse..., Trading, ETL, Fund Of Funds, Team Leadership, Cross-functional Team..., Equities, Team Building, Sungard, Murex, Commodity, TriplePoint, Derivatives
Education
City University of New York-Herbert H. Lehman College 1993 — 1995
BA, Economics
City University of New York-Herbert H. Lehman College 1992 — 1995
BS, Computer Science
BNP Paribas 2003 - December 2013
Bricolage Capital, Inc. 2000 - 2002
Credit Suisse/ First Boston 2000 - 2001
RBC Dominion Securities 1997 - 2000
Skills
Python, Equity Trading, Swaps, Business Analysis, Data Warehousing, Virtual Teams, Equity Derivatives, Credit Derivatives, Team Coordination, Bloomberg, Statistical Arbitrage, Proprietary Trading, Data Analysis, Databases, Data Mining, Management Consulting, Optimization, Software Consulting, Investment Banking, Electricity Markets, Program Trading, Russian, Soft Commodities, Trading Systems, Capital Markets, Oil&Gas, Trading Applications, Power Industry, Base Metals, Power Trading, Commodities, Team Management, Financial Data, SSIS, SSRS, Data Warehouse..., Trading, ETL, Fund Of Funds, Team Leadership, Cross-functional Team..., Equities, Team Building, Sungard, Murex, Commodity, TriplePoint, Derivatives
Education
City University of New York-Herbert H. Lehman College 1993 — 1995
BA, Economics
City University of New York-Herbert H. Lehman College 1992 — 1995
BS, Computer Science
Matthew Raine Matthew Raine's Credit Suisse First Boston Experience 1996 - 1998
Job EVP of Investments and Business Development at Evolution Hospitality
Industry Hospitality
Experience
Evolution Hospitality November 2010 - Present
Hard Rock Hotel Holdings March 2009 - November 2010
Starwood Hotels & Resorts Worldwide, Inc 1998 - 2008
Credit Suisse First Boston 1996 - 1998
Education
Claremont McKenna College 1994 — 1996
BA, Economics - Accounting
Evolution Hospitality November 2010 - Present
Hard Rock Hotel Holdings March 2009 - November 2010
Starwood Hotels & Resorts Worldwide, Inc 1998 - 2008
Credit Suisse First Boston 1996 - 1998
Education
Claremont McKenna College 1994 — 1996
BA, Economics - Accounting
Andrew Akers Andrew Akers's Credit Suisse First Boston Experience 2000 - 2001
Job Entrepreneur and Private Investor. Capital Markets Transactor, Credit Investor, Risk Manager, Financial Engineer.
Industry Investment Banking
Experience
Pawz Dog Boots LLC January 2012 - Present
Columbia University Entrepreneurship Advisory Board May 2010 - Present
Collaborative Arts Program November 2013 - Present
Applied Logic LLC 1981 - Present
NewOak Capital LLC October 2008 - December 2011
Access Industries 2001 - November 2007
Credit Suisse First Boston 2000 - 2001
Atlantic Portfolio & Management (APAM) 1997 - 2000
Barclays Investment Bank 1993 - 1997
Citigroup 1987 - 1993
Skills
Capital Markets, Credit Risk, Credit, Investments, Venture Capital, Entrepreneurship, Consumer Products, Private Equity, Data Analysis, Big Data, Process Optimization, Portfolio Management, Contractual Risk..., Finance, Fixed Income, Hedge Funds, Equities, Emerging Markets, Securitization, Management
Education
Columbia Engineering 1984 — 1993
MS
Columbia Engineering 1980 — 1984
BS
Great Neck South High School 1977 — 1980
High School Diploma
Pawz Dog Boots LLC January 2012 - Present
Columbia University Entrepreneurship Advisory Board May 2010 - Present
Collaborative Arts Program November 2013 - Present
Applied Logic LLC 1981 - Present
NewOak Capital LLC October 2008 - December 2011
Access Industries 2001 - November 2007
Credit Suisse First Boston 2000 - 2001
Atlantic Portfolio & Management (APAM) 1997 - 2000
Barclays Investment Bank 1993 - 1997
Citigroup 1987 - 1993
Skills
Capital Markets, Credit Risk, Credit, Investments, Venture Capital, Entrepreneurship, Consumer Products, Private Equity, Data Analysis, Big Data, Process Optimization, Portfolio Management, Contractual Risk..., Finance, Fixed Income, Hedge Funds, Equities, Emerging Markets, Securitization, Management
Education
Columbia Engineering 1984 — 1993
MS
Columbia Engineering 1980 — 1984
BS
Great Neck South High School 1977 — 1980
High School Diploma
Dmitri Efimov Dmitri Efimov's Credit Suisse First Boston Experience January 1999 - January 2001
Job Senior Vice President at Straits Financial LLC
Industry Financial Services
Experience
Straits Financial LLC August 2015 - Present
Cross Border Ventures, LLC March 1995 - Present
Jefferies & Company May 2012 - April 2015
NewEdge USA August 2010 - October 2012
Refco Securities Inc August 2001 - August 2005
Credit Suisse First Boston January 1999 - January 2001
Bank of America January 1996 - August 1999
Citibank International, plc January 1994 - January 1996
Skills
Relative value trading, Emerging Markets, Investment Banking, Fixed Income, Asset Management, Capital Markets, Equities, Trading, Due Diligence, Banking, Bonds, Relative Value Trading, Risk Management, FX Options, Prime Brokerage, Hedging, Swaps, Portfolio Management, Commodity, Currency, Derivatives, Interest Rate..., Structured Products, FX trading, Financial Structuring, Loan Origination, Financial Markets, Electronic Trading, Private Equity, Securities, Finance, High Yield, Proprietary Trading, Bloomberg, Financial Modeling, Structured Finance, Alternative Investments, Hedge Funds, Investments, Money Market, Trading Systems, Equity Trading, Equity Derivatives, Humor, Mentoring, Motivation, Employee Loyalty, Cultural Awareness, Trading Strategies, Middle Office
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Finance University under the Government of the Russian Federation 1979 — 1984
MA, International Finance
Straits Financial LLC August 2015 - Present
Cross Border Ventures, LLC March 1995 - Present
Jefferies & Company May 2012 - April 2015
NewEdge USA August 2010 - October 2012
Refco Securities Inc August 2001 - August 2005
Credit Suisse First Boston January 1999 - January 2001
Bank of America January 1996 - August 1999
Citibank International, plc January 1994 - January 1996
Skills
Relative value trading, Emerging Markets, Investment Banking, Fixed Income, Asset Management, Capital Markets, Equities, Trading, Due Diligence, Banking, Bonds, Relative Value Trading, Risk Management, FX Options, Prime Brokerage, Hedging, Swaps, Portfolio Management, Commodity, Currency, Derivatives, Interest Rate..., Structured Products, FX trading, Financial Structuring, Loan Origination, Financial Markets, Electronic Trading, Private Equity, Securities, Finance, High Yield, Proprietary Trading, Bloomberg, Financial Modeling, Structured Finance, Alternative Investments, Hedge Funds, Investments, Money Market, Trading Systems, Equity Trading, Equity Derivatives, Humor, Mentoring, Motivation, Employee Loyalty, Cultural Awareness, Trading Strategies, Middle Office
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Finance University under the Government of the Russian Federation 1979 — 1984
MA, International Finance
Elizabeth Abrego Elizabeth Abrego's Credit Suisse First Boston Experience 2002 - 2003
Job Engaging Top Talent, Making a Difference for a Good Cause. Human Resources Specialist Talent Acquisition at NYBC
Industry Human Resources
Experience
New York Blood Center January 2009 - Present
Verizon Wireless September 2005 - November 2008
Credit Suisse First Boston 2002 - 2003
Deutsche Asset Management 2001 - 2002
Skills
Recruiting, Human Resources, Employee Benefits, Software Documentation, Employee Relations, HRIS, Benefits Administration, HR Policies, Applicant Tracking..., Talent Management, Onboarding, Deferred Compensation, FMLA, Talent Acquisition, Succession Planning, New Hire Orientations, College Recruiting, Labor Relations, Organizational..., Employee Training, Interviews, Sourcing, Hiring
Education
Baruch College of the City University of New York 2013 — 2017
Working towards Masters of Science, Labor and Industrial Relations
City University of New York-Hunter College 1998 — 2005
Bachelors, Economics
New York Blood Center January 2009 - Present
Verizon Wireless September 2005 - November 2008
Credit Suisse First Boston 2002 - 2003
Deutsche Asset Management 2001 - 2002
Skills
Recruiting, Human Resources, Employee Benefits, Software Documentation, Employee Relations, HRIS, Benefits Administration, HR Policies, Applicant Tracking..., Talent Management, Onboarding, Deferred Compensation, FMLA, Talent Acquisition, Succession Planning, New Hire Orientations, College Recruiting, Labor Relations, Organizational..., Employee Training, Interviews, Sourcing, Hiring
Education
Baruch College of the City University of New York 2013 — 2017
Working towards Masters of Science, Labor and Industrial Relations
City University of New York-Hunter College 1998 — 2005
Bachelors, Economics
Tom Sands Tom Sands's Credit Suisse First Boston Experience 1994 - 2002
Job Managing Director at Bentley Associates
Industry Investment Banking
Experience
Bentley Associates 2011 - Present
Claritas Data Solutions LLC May 2013 - Present
Grand Prix New York 2009 - Present
Mallet Capital Management 2003 - 2010
Credit Suisse First Boston 1994 - 2002
The Argentum Group 1989 - 1994
Skills
Hedge Funds, Private Equity, Investment Banking, Venture Capital, Portfolio Management, Mergers, Risk Management, Mezzanine, Research, Risk Arbitrage, Equities, Alternative Investments, Capital Markets, Investments, Valuation, Trading, Restructuring, Mergers & Acquisitions, Entrepreneurship, Derivatives, Capital, Structured Finance, Private Placements, Mutual Funds, Acquisitions, Corporate Development, Investor Relations, Financial Structuring, LBO, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
M.B.A., Finance
Columbia University in the City of New York 1982 — 1986
B.S., Mechanical Engineering
Regis High School 1978 — 1982
Bentley Associates 2011 - Present
Claritas Data Solutions LLC May 2013 - Present
Grand Prix New York 2009 - Present
Mallet Capital Management 2003 - 2010
Credit Suisse First Boston 1994 - 2002
The Argentum Group 1989 - 1994
Skills
Hedge Funds, Private Equity, Investment Banking, Venture Capital, Portfolio Management, Mergers, Risk Management, Mezzanine, Research, Risk Arbitrage, Equities, Alternative Investments, Capital Markets, Investments, Valuation, Trading, Restructuring, Mergers & Acquisitions, Entrepreneurship, Derivatives, Capital, Structured Finance, Private Placements, Mutual Funds, Acquisitions, Corporate Development, Investor Relations, Financial Structuring, LBO, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
M.B.A., Finance
Columbia University in the City of New York 1982 — 1986
B.S., Mechanical Engineering
Regis High School 1978 — 1982
Bharat Vasan Bharat Vasan's Credit Suisse First Boston Experience November 2000 - April 2002
Job
Industry Computer Software
Experience
BASIS Science, an Intel company March 2010 - August 2014
Electronic Arts January 2008 - January 2010
Electronic Arts January 2007 - December 2007
Electronic Arts August 2002 - December 2006
Credit Suisse First Boston November 2000 - April 2002
Donaldson Lufkin & Jenrette April 2000 - November 2000
Skills
Video Games, Online Gaming, Gambling, Start-ups, Corporate Development, Game Development, Business Development, Mergers, Product Management, Mobile Devices, Strategic Partnerships, Venture Capital, Monetization, Analytics, E-commerce, Entrepreneurship, Strategy, Strategic Planning, Business Strategy, Game Design, Mergers & Acquisitions, Social Networking, Product Development, Software Engineering, Social Games, Marketing, Management, Mobile Applications, MMO, Business Planning, Product Marketing, Leadership
Education
Columbia University - School of International and Public Affairs 1998 — 2000
Master of International Affairs, International Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1998 — 1999
MA, Strategic Studies
Middlebury College 1993 — 1997
BA, International Politics & Economics
BASIS Science, an Intel company March 2010 - August 2014
Electronic Arts January 2008 - January 2010
Electronic Arts January 2007 - December 2007
Electronic Arts August 2002 - December 2006
Credit Suisse First Boston November 2000 - April 2002
Donaldson Lufkin & Jenrette April 2000 - November 2000
Skills
Video Games, Online Gaming, Gambling, Start-ups, Corporate Development, Game Development, Business Development, Mergers, Product Management, Mobile Devices, Strategic Partnerships, Venture Capital, Monetization, Analytics, E-commerce, Entrepreneurship, Strategy, Strategic Planning, Business Strategy, Game Design, Mergers & Acquisitions, Social Networking, Product Development, Software Engineering, Social Games, Marketing, Management, Mobile Applications, MMO, Business Planning, Product Marketing, Leadership
Education
Columbia University - School of International and Public Affairs 1998 — 2000
Master of International Affairs, International Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1998 — 1999
MA, Strategic Studies
Middlebury College 1993 — 1997
BA, International Politics & Economics
Jeff Poorman Jeff Poorman's Credit Suisse First Boston Experience 1987 - 1991
Job Managing Director First Annapolis Consulting
Industry Financial Services
Experience
First Annapolis Consulting, Inc. February 2010 - Present
Citigroup 2002 - 2009
Citigroup 2001 - 2002
Citigroup Global Investment Bank 1991 - 2001
Credit Suisse First Boston 1987 - 1991
Salomon Brothers 1985 - 1987
Skills
Investment Banking, Credit Cards, Mergers, Financial Services, Valuation, Financial Modeling, Corporate Finance, Portfolio Management, Payments, Strategy, Mergers & Acquisitions, Corporate Development, Business Development, Finance, Private Equity, Management, Consulting, Venture Capital, New Business Development, Analytics
Education
Columbia University - Columbia Business School
MBA
Dartmouth College
Escola Graduada de Sao Paulo
First Annapolis Consulting, Inc. February 2010 - Present
Citigroup 2002 - 2009
Citigroup 2001 - 2002
Citigroup Global Investment Bank 1991 - 2001
Credit Suisse First Boston 1987 - 1991
Salomon Brothers 1985 - 1987
Skills
Investment Banking, Credit Cards, Mergers, Financial Services, Valuation, Financial Modeling, Corporate Finance, Portfolio Management, Payments, Strategy, Mergers & Acquisitions, Corporate Development, Business Development, Finance, Private Equity, Management, Consulting, Venture Capital, New Business Development, Analytics
Education
Columbia University - Columbia Business School
MBA
Dartmouth College
Escola Graduada de Sao Paulo
Farid Khalili Farid Khalili's Credit Suisse First Boston Experience 1993 - 2000
Job Director at Bank of America
Industry Financial Services
Experience
Bank of America November 2011 - Present
Barclays Capital November 2008 - November 2011
Lehman Brothers 2007 - 2008
Morgan Stanley 2000 - 2006
Credit Suisse First Boston 1993 - 2000
Skills
Electronic Trading, Derivatives, Data Warehousing, Credit, Fixed Income, Trading Systems, Prime Brokerage, Perl, Python, C++, Leadership, Risk Management, Financial Risk, Rates, Sybase, Swaps, Infrastructure, Emerging Markets, Big Data, Market Data, Equity Derivatives, Equities, Trading, Market Risk, Unix, Netezza, ParAccel, Vertica, Hadoop, FX Options, Options, Low Latency, Quantitative Finance, Structured Products
Education
Columbia University in the City of New York 1980 — 1981
MS, Electrical Engineering
Stony Brook University 1979 — 1980
BS, Electrical Engineering
Bank of America November 2011 - Present
Barclays Capital November 2008 - November 2011
Lehman Brothers 2007 - 2008
Morgan Stanley 2000 - 2006
Credit Suisse First Boston 1993 - 2000
Skills
Electronic Trading, Derivatives, Data Warehousing, Credit, Fixed Income, Trading Systems, Prime Brokerage, Perl, Python, C++, Leadership, Risk Management, Financial Risk, Rates, Sybase, Swaps, Infrastructure, Emerging Markets, Big Data, Market Data, Equity Derivatives, Equities, Trading, Market Risk, Unix, Netezza, ParAccel, Vertica, Hadoop, FX Options, Options, Low Latency, Quantitative Finance, Structured Products
Education
Columbia University in the City of New York 1980 — 1981
MS, Electrical Engineering
Stony Brook University 1979 — 1980
BS, Electrical Engineering
Lisa Weil's Credit Suisse First Boston Experience 1981 - 1991
Job
Industry Real Estate
Experience
Gloria Nilson & Co Real Estate December 2007 - Present
West Windsor Arts Council June 2005 - August 2015
Norman Weil Textiles 2004 - August 2015
Bristol-Myers Squibb 1991 - 2001
Clairol 1991 - 1995
Credit Suisse First Boston 1981 - 1991
Skills
Sellers, Buyer Representation, Referrals, Relocation, Real Estate, First Time Home Buyers, Rentals, Listings, Single Family Homes, Condos, Short Sales, New Home Sales, Real Estate Transactions, Investment Properties, Townhomes, Property, Management, Sales, Marketing, Strategy, Negotiation, Residential Homes
Education
Clark University 1975 — 1979
BA
Bronx High School of Science 1971 — 1975
HS
Gloria Nilson & Co Real Estate December 2007 - Present
West Windsor Arts Council June 2005 - August 2015
Norman Weil Textiles 2004 - August 2015
Bristol-Myers Squibb 1991 - 2001
Clairol 1991 - 1995
Credit Suisse First Boston 1981 - 1991
Skills
Sellers, Buyer Representation, Referrals, Relocation, Real Estate, First Time Home Buyers, Rentals, Listings, Single Family Homes, Condos, Short Sales, New Home Sales, Real Estate Transactions, Investment Properties, Townhomes, Property, Management, Sales, Marketing, Strategy, Negotiation, Residential Homes
Education
Clark University 1975 — 1979
BA
Bronx High School of Science 1971 — 1975
HS
Erika Karp Erika Karp's Credit Suisse First Boston Experience June 1991 - November 1999
Job Founder and CEO, Cornerstone Capital Inc.
Industry Financial Services
Experience
Cornerstone Capital Inc. August 2013 - Present
UBS November 1999 - July 2013
UBS Investment Bank November 1999 - July 2013
Credit Suisse First Boston June 1991 - November 1999
IBM Corporation 1985 - 1989
Skills
Strategy, Investments, Investment Banking, Portfolio Management, Asset Management, Equities, Investor Relations, Governance, Management, Capital Markets, Leadership, Fixed Income, Bloomberg, Financial Services, Valuation, Finance, Sales, Sustainability, Hedge Funds, Equity Research, Product Management, Investment Management, Consulting, Economics, Wealth Management, Corporate Social..., Research, Financial Modeling, Private Equity, Due Diligence, Securities, Corporate Finance, Series 7, Risk Management, Financial Analysis, Financial Markets, Alternative Investments
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance/Management
University of Pennsylvania - The Wharton School 1981 — 1985
BS Economics, Economics
Cornerstone Capital Inc. August 2013 - Present
UBS November 1999 - July 2013
UBS Investment Bank November 1999 - July 2013
Credit Suisse First Boston June 1991 - November 1999
IBM Corporation 1985 - 1989
Skills
Strategy, Investments, Investment Banking, Portfolio Management, Asset Management, Equities, Investor Relations, Governance, Management, Capital Markets, Leadership, Fixed Income, Bloomberg, Financial Services, Valuation, Finance, Sales, Sustainability, Hedge Funds, Equity Research, Product Management, Investment Management, Consulting, Economics, Wealth Management, Corporate Social..., Research, Financial Modeling, Private Equity, Due Diligence, Securities, Corporate Finance, Series 7, Risk Management, Financial Analysis, Financial Markets, Alternative Investments
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance/Management
University of Pennsylvania - The Wharton School 1981 — 1985
BS Economics, Economics
Carlos Questell's Credit Suisse First Boston Experience November 1999 - February 2005
Job International Business Development / Director of European Institutional Equity Sales
Industry Financial Services
Experience
MainFirst Bank AG July 2013 - Present
Bernstein Global Wealth Management September 2012 - February 2013
HSBC April 2009 - January 2012
Execution LLC April 2007 - April 2009
Exane/ BNP Paribas June 2005 - April 2007
Credit Suisse First Boston November 1999 - February 2005
Skills
Equities, Capital Markets, Series 7, Series 63, Bloomberg, Business Development, Institutional..., Investment Banking, Equity Research, Investor Relations, Wealth Management..., Financial Markets, Investment Management, Investments, Relationship Management, Trading, Spanish, Latin America, International Relations, Team-oriented, IPO, International Sales, Financial Services, Asset Management, International Equities, Sales Research, Series 65, Securities, Institutional Investors, Western Europe, Client Development, Investment Strategies, Relationship Building, Relationship Development, Sales Management, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (MBA), Management
Columbia University in the City of New York 1993 — 1998
BA, International Relations
Salesianum School 1989 — 1993
High School, High School/Secondary Diplomas and Certificates
MainFirst Bank AG July 2013 - Present
Bernstein Global Wealth Management September 2012 - February 2013
HSBC April 2009 - January 2012
Execution LLC April 2007 - April 2009
Exane/ BNP Paribas June 2005 - April 2007
Credit Suisse First Boston November 1999 - February 2005
Skills
Equities, Capital Markets, Series 7, Series 63, Bloomberg, Business Development, Institutional..., Investment Banking, Equity Research, Investor Relations, Wealth Management..., Financial Markets, Investment Management, Investments, Relationship Management, Trading, Spanish, Latin America, International Relations, Team-oriented, IPO, International Sales, Financial Services, Asset Management, International Equities, Sales Research, Series 65, Securities, Institutional Investors, Western Europe, Client Development, Investment Strategies, Relationship Building, Relationship Development, Sales Management, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (MBA), Management
Columbia University in the City of New York 1993 — 1998
BA, International Relations
Salesianum School 1989 — 1993
High School, High School/Secondary Diplomas and Certificates
Marc Tabah's Credit Suisse First Boston Experience February 1997 - March 2003
Job at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management September 2011 - Present
Puresearch LLC October 2009 - September 2011
Credit Suisse March 2003 - May 2009
Credit Suisse First Boston February 1997 - March 2003
Morgan Stanley July 1987 - February 1997
Skills
New Business Development, Latin American markets, Pension Funds, Alternative Investments, Relationship Management, Capital Markets, Institutional Sales, Hedge Funds, Equities, Asset Management, Emerging Markets, Investments
Education
Columbia University - School of International and Public Affairs 1985 — 1987
Masters in International Affairs, International Finance and Banking
Middlebury College 1980 — 1984
Bachelor of Arts, Political Science, Cum Laude
Institut d'Etudes politiques de Paris / IEP Paris 1982 — 1983
CEP: certificat d'etudes politiques, International Relations and Affairs, 4.0
NVRHS
Lazard Asset Management September 2011 - Present
Puresearch LLC October 2009 - September 2011
Credit Suisse March 2003 - May 2009
Credit Suisse First Boston February 1997 - March 2003
Morgan Stanley July 1987 - February 1997
Skills
New Business Development, Latin American markets, Pension Funds, Alternative Investments, Relationship Management, Capital Markets, Institutional Sales, Hedge Funds, Equities, Asset Management, Emerging Markets, Investments
Education
Columbia University - School of International and Public Affairs 1985 — 1987
Masters in International Affairs, International Finance and Banking
Middlebury College 1980 — 1984
Bachelor of Arts, Political Science, Cum Laude
Institut d'Etudes politiques de Paris / IEP Paris 1982 — 1983
CEP: certificat d'etudes politiques, International Relations and Affairs, 4.0
NVRHS
Daniel Blanchard's Credit Suisse First Boston Experience April 2000 - September 2002
Job Director of Business Strategy at Agave Energy Company
Industry Oil & Energy
Experience
Agave Energy Company April 2013 - Present
Pace Global Energy Services October 2007 - April 2013
Pace Financial Services, LLC December 2008 - October 2012
Self-employed August 2003 - October 2007
Credit Suisse First Boston April 2000 - September 2002
Salomon Smith Barney 1998 - 2001
Lehman Brothers 1995 - 1998
Dow Jones Newswires 1994 - 1995
Western Academy of Beijing 1993 - 1994
Skills
Financial Modeling, Due Diligence, Valuation, Mergers, Project Finance, Strategy, Energy, Renewable Energy, Investments, Equities, Finance, Natural Gas, Mergers & Acquisitions, Financial Analysis, Energy Industry, Equity Research, Commodity Markets, Private Equity, Management, Analysis, Business Strategy
Education
State University of New York College at Buffalo
State University of New York College at Buffalo
State University of New York at Buffalo
MBA, Finance
Columbia University - School of International and Public Affairs
Non-degree graduate level courses in energy project finance and development economics.
State University of New York College at Buffalo
BS / BA, Geology / Business
University of Notre Dame
Executive Leadership Program
Beijing Language Institute
Agave Energy Company April 2013 - Present
Pace Global Energy Services October 2007 - April 2013
Pace Financial Services, LLC December 2008 - October 2012
Self-employed August 2003 - October 2007
Credit Suisse First Boston April 2000 - September 2002
Salomon Smith Barney 1998 - 2001
Lehman Brothers 1995 - 1998
Dow Jones Newswires 1994 - 1995
Western Academy of Beijing 1993 - 1994
Skills
Financial Modeling, Due Diligence, Valuation, Mergers, Project Finance, Strategy, Energy, Renewable Energy, Investments, Equities, Finance, Natural Gas, Mergers & Acquisitions, Financial Analysis, Energy Industry, Equity Research, Commodity Markets, Private Equity, Management, Analysis, Business Strategy
Education
State University of New York College at Buffalo
State University of New York College at Buffalo
State University of New York at Buffalo
MBA, Finance
Columbia University - School of International and Public Affairs
Non-degree graduate level courses in energy project finance and development economics.
State University of New York College at Buffalo
BS / BA, Geology / Business
University of Notre Dame
Executive Leadership Program
Beijing Language Institute
Anna Spelman Anna Spelman's Credit Suisse First Boston Experience 1996 - 1999
Job Ballet Instructor
Industry Entertainment
Experience
Faubourg School of Ballet 2012 - Present
Steps Dance Center September 2009 - Present
Robert Underwood's School of Dance June 2013 - June 2013
Crestron Electronics 1999 - 2001
Credit Suisse First Boston 1996 - 1999
Barclays June 1994 - November 1996
American Ballet Theatre 1978 - 1988
directed by Milos Forman and choreographed by Twyla Tharp 1979 - 1979
Skills
Ballet, Dance, Teaching, Performing Arts, Improvisation, Musical Theatre, Stage, Singing, Tutoring, Curriculum Development, Higher Education, Fundraising, Pilates Instructor
Education
Columbia University in the City of New York 1989 — 1994
Bachelor of Arts (B.A.), Mathematics
Faubourg School of Ballet 2012 - Present
Steps Dance Center September 2009 - Present
Robert Underwood's School of Dance June 2013 - June 2013
Crestron Electronics 1999 - 2001
Credit Suisse First Boston 1996 - 1999
Barclays June 1994 - November 1996
American Ballet Theatre 1978 - 1988
directed by Milos Forman and choreographed by Twyla Tharp 1979 - 1979
Skills
Ballet, Dance, Teaching, Performing Arts, Improvisation, Musical Theatre, Stage, Singing, Tutoring, Curriculum Development, Higher Education, Fundraising, Pilates Instructor
Education
Columbia University in the City of New York 1989 — 1994
Bachelor of Arts (B.A.), Mathematics
Kelly S. Hastman Kelly S. Hastman's Credit Suisse First Boston Experience 1999 - 2001
Job Investment Banking, Technology
Industry Marketing and Advertising
Experience
Barclays Capital 2003 - 2009
Investment Banking 2002 - 2003
Credit Suisse First Boston 1999 - 2001
Skills
Project Management, Program Management, Marketing Strategy, Strategic Planning, Budgets, Portfolio Management, Management, CRM, Public Relations, Cross-functional Team..., Marketing, Mergers & Acquisitions, Sales, Leadership
Education
Hunter College
Psychology
Marymount Manhattan College
Psychology
Barclays Capital 2003 - 2009
Investment Banking 2002 - 2003
Credit Suisse First Boston 1999 - 2001
Skills
Project Management, Program Management, Marketing Strategy, Strategic Planning, Budgets, Portfolio Management, Management, CRM, Public Relations, Cross-functional Team..., Marketing, Mergers & Acquisitions, Sales, Leadership
Education
Hunter College
Psychology
Marymount Manhattan College
Psychology
Cindy Motz, CFA's Credit Suisse First Boston Experience 1997 - 2002
Job Equity Research Analyst & Consultant
Industry Financial Services
Experience
Independent Consultant-Alternative Energy & Clean Tech July 2014 - Present
Cornerstone Capital Inc. January 2014 - Present
AllianceBernstein October 2012 - December 2012
Credit Suisse First Boston 1997 - 2002
Sandler Capital Management 1995 - 1997
Sanford C. Bernstein 1993 - 1995
Salomon Brothers May 1992 - August 1992
Skills
Financial Analysis, Equity Valuation, Financial Modeling, Equity Research, Industry Analysis, Private Equity, Competitive Analysis, Valuation, Writing, Sustainability, Environmental Science, Renewable Energy, Investment Banking, Analysis, Equities, Investor Relations, Due Diligence, Venture Capital, Capital Markets, Investments, Hedge Funds, Portfolio Management, Asset Management, Emerging Markets, Securities, Investment Management, Fixed Income, Mutual Funds, Investment Strategies, Bloomberg, Corporate Finance, Mergers & Acquisitions, Trading, Asset Allocation, Corporate Development, Derivatives, Financial Markets, Analytics, Finance, Strategy, Strategic Planning
Education
Harvard University 2007 — 2012
Masters in Liberal Arts, Environmental Management & Sustainability
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance & Accounting
University of Pennsylvania
BA, Economics & English
Independent Consultant-Alternative Energy & Clean Tech July 2014 - Present
Cornerstone Capital Inc. January 2014 - Present
AllianceBernstein October 2012 - December 2012
Credit Suisse First Boston 1997 - 2002
Sandler Capital Management 1995 - 1997
Sanford C. Bernstein 1993 - 1995
Salomon Brothers May 1992 - August 1992
Skills
Financial Analysis, Equity Valuation, Financial Modeling, Equity Research, Industry Analysis, Private Equity, Competitive Analysis, Valuation, Writing, Sustainability, Environmental Science, Renewable Energy, Investment Banking, Analysis, Equities, Investor Relations, Due Diligence, Venture Capital, Capital Markets, Investments, Hedge Funds, Portfolio Management, Asset Management, Emerging Markets, Securities, Investment Management, Fixed Income, Mutual Funds, Investment Strategies, Bloomberg, Corporate Finance, Mergers & Acquisitions, Trading, Asset Allocation, Corporate Development, Derivatives, Financial Markets, Analytics, Finance, Strategy, Strategic Planning
Education
Harvard University 2007 — 2012
Masters in Liberal Arts, Environmental Management & Sustainability
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance & Accounting
University of Pennsylvania
BA, Economics & English
John Horneff John Horneff's Credit Suisse First Boston Experience June 2009 - August 2009
Job
Industry Banking
Experience
Esposito Securities, LLC October 2014 - Present
VJR May 2010 - Present
Addepar December 2011 - March 2014
Addepar September 2011 - March 2014
Credit Suisse Asset Management May 2010 - September 2011
Credit Suisse First Boston June 2009 - August 2009
Skills
Hedge Funds, Alternative Investments, Financial Markets, Financial Modeling, Entrepreneurship, Family Office, Institutional Investors, Asset Management, Corporate Development, Private Equity, Strategy, Institutional..., Business Development, Wealth Management, Venture Capital, Business Strategy
Education
Columbia Engineering 2014 — 2016
Master's Degree, Financial Engineering
Columbia University in the City of New York 2006 — 2010
B.A, Economics, Studies in Financial Engineering
London School of Economics and Political Science 2008 — 2008
Certificate, Political Economics
Bergen Catholic 2002 — 2006
Esposito Securities, LLC October 2014 - Present
VJR May 2010 - Present
Addepar December 2011 - March 2014
Addepar September 2011 - March 2014
Credit Suisse Asset Management May 2010 - September 2011
Credit Suisse First Boston June 2009 - August 2009
Skills
Hedge Funds, Alternative Investments, Financial Markets, Financial Modeling, Entrepreneurship, Family Office, Institutional Investors, Asset Management, Corporate Development, Private Equity, Strategy, Institutional..., Business Development, Wealth Management, Venture Capital, Business Strategy
Education
Columbia Engineering 2014 — 2016
Master's Degree, Financial Engineering
Columbia University in the City of New York 2006 — 2010
B.A, Economics, Studies in Financial Engineering
London School of Economics and Political Science 2008 — 2008
Certificate, Political Economics
Bergen Catholic 2002 — 2006
Jose Yordan Jose Yordan's Credit Suisse First Boston Experience October 1992 - March 1999
Job Equity Research Analyst at Deutsche Bank Securities, Inc.
Industry Investment Banking
Experience
Deutsche Bank Securities, Inc. May 2008 - Present
UBS Securities Inc. March 1999 - March 2008
Credit Suisse First Boston October 1992 - March 1999
Skills
Equity Research, Emerging Markets, Valuation, Financial Modeling, Bloomberg, Equity Valuation, Financial Analysis, Latin America, Strategy, DCF, Financial Markets, IPO, Equities
Education
Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Finance, General
Princeton University 1980 — 1984
A.B., European History
Deutsche Bank Securities, Inc. May 2008 - Present
UBS Securities Inc. March 1999 - March 2008
Credit Suisse First Boston October 1992 - March 1999
Skills
Equity Research, Emerging Markets, Valuation, Financial Modeling, Bloomberg, Equity Valuation, Financial Analysis, Latin America, Strategy, DCF, Financial Markets, IPO, Equities
Education
Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Finance, General
Princeton University 1980 — 1984
A.B., European History
Suzanne Swain Suzanne Swain's Credit Suisse First Boston Experience 1990 - 1995
Job Operations Manager at RealFood Consulting, Inc.
Industry Financial Services
Experience
RealFood Consulting, Inc. June 2015 - Present
Credit Suisse First Boston 1990 - 1995
Smith Barney 1988 - 1990
The Colonial Group Inc August 1986 - 1988
Pacific Stock Exchange Floor 1985 - 1985
Skills
Public Speaking, Strategic Planning, Bonds, Event Planning, Series 7, Institutional..., Marketing, Customer Service, Public Relations, Municipal Bonds, Sales, Event Management, Marketing Strategy, Fundraising, New Business Development, Marketing Communications, Risk Management, Research, Equity Trading, Team Building, Mutual Funds, Investments, Insurance
Education
Colby College 1982 — 1986
BA
RealFood Consulting, Inc. June 2015 - Present
Credit Suisse First Boston 1990 - 1995
Smith Barney 1988 - 1990
The Colonial Group Inc August 1986 - 1988
Pacific Stock Exchange Floor 1985 - 1985
Skills
Public Speaking, Strategic Planning, Bonds, Event Planning, Series 7, Institutional..., Marketing, Customer Service, Public Relations, Municipal Bonds, Sales, Event Management, Marketing Strategy, Fundraising, New Business Development, Marketing Communications, Risk Management, Research, Equity Trading, Team Building, Mutual Funds, Investments, Insurance
Education
Colby College 1982 — 1986
BA
Erez Barnavon Erez Barnavon's Credit Suisse First Boston Experience September 1996 - May 2000
Job Head of Direct Investments at Heritage Group
Industry Venture Capital & Private Equity
Experience
Heritage Group September 2013 - Present
KAILAI Investments March 2009 - December 2013
Clarity Partners January 2007 - February 2009
Continuous Computing June 2000 - September 2006
Credit Suisse First Boston September 1996 - May 2000
Cravath, Swaine & Moore November 1994 - September 1996
Skills
Mergers, Private Equity, Strategy, Investments, Joint Ventures, Investment Banking, Venture Capital, Start-ups, Corporate Development, Due Diligence, Telecommunications, Finance, Strategic Planning, Entrepreneurship, Business Strategy, Mergers & Acquisitions, China Business...
Education
Columbia Law School 1991 — 1994
JD, Law
Massachusetts Institute of Technology 1987 — 1991
BS, Mechanical Engineering
Heritage Group September 2013 - Present
KAILAI Investments March 2009 - December 2013
Clarity Partners January 2007 - February 2009
Continuous Computing June 2000 - September 2006
Credit Suisse First Boston September 1996 - May 2000
Cravath, Swaine & Moore November 1994 - September 1996
Skills
Mergers, Private Equity, Strategy, Investments, Joint Ventures, Investment Banking, Venture Capital, Start-ups, Corporate Development, Due Diligence, Telecommunications, Finance, Strategic Planning, Entrepreneurship, Business Strategy, Mergers & Acquisitions, China Business...
Education
Columbia Law School 1991 — 1994
JD, Law
Massachusetts Institute of Technology 1987 — 1991
BS, Mechanical Engineering
Whitney Alderson Whitney Alderson's Credit Suisse First Boston Experience January 2000 - July 2003
Job Global Director, Content Marketing
Industry Online Media
Experience
Rdio, Inc. May 2013 - June 2014
Slacker April 2012 - December 2012
KCRW July 2003 - October 2011
KCRW July 2003 - January 2005
Credit Suisse First Boston January 2000 - July 2003
Atlas Entertainment / Third Rail Management (now Mosaic Media Group) August 1995 - January 1998
Sony Music Entertainment June 1996 - January 1997
ABC Television January 1995 - August 1995
Skills
Digital Strategy, Social Media Marketing, Marketing Strategy, Business Development, Partnerships, Customer Engagement, New Media, Digital Media, Social Media, Digital Marketing, Entertainment, Strategic Partnerships, Advertising, Copywriting, Content Strategy, Marketing, SEO, Integrated Marketing, Facebook, Strategy, Blogging, Publicity, Radio, Broadcast, Entrepreneurship, Content Development, Music, Music Industry, Editorial, Web Content, Brand Management, Online Marketing
Education
Columbia University in the City of New York
Architecture History
University of Michigan
B.A., Philosophy
Rdio, Inc. May 2013 - June 2014
Slacker April 2012 - December 2012
KCRW July 2003 - October 2011
KCRW July 2003 - January 2005
Credit Suisse First Boston January 2000 - July 2003
Atlas Entertainment / Third Rail Management (now Mosaic Media Group) August 1995 - January 1998
Sony Music Entertainment June 1996 - January 1997
ABC Television January 1995 - August 1995
Skills
Digital Strategy, Social Media Marketing, Marketing Strategy, Business Development, Partnerships, Customer Engagement, New Media, Digital Media, Social Media, Digital Marketing, Entertainment, Strategic Partnerships, Advertising, Copywriting, Content Strategy, Marketing, SEO, Integrated Marketing, Facebook, Strategy, Blogging, Publicity, Radio, Broadcast, Entrepreneurship, Content Development, Music, Music Industry, Editorial, Web Content, Brand Management, Online Marketing
Education
Columbia University in the City of New York
Architecture History
University of Michigan
B.A., Philosophy
Ken Filmer Ken Filmer's Credit Suisse First Boston Experience 1991 - 2001
Job Rich Media Producer at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management 2002 - Present
JPMorgan Asset Management 2002 - Present
JP Morgan Chase 2002 - Present
The Mystics 1983 - 2008
Credit Suisse First Boston 1991 - 2001
Aztech Chas P. Young 1986 - 1991
Skills
Illustrator, InDesign, Graphics, Advertising, QuarkXPress, Logo Design, Flash, Mac, Photoshop, Web Design, Video, Cinema 4D, After Effects, Final Cut Pro, Graphic Design, Multimedia, Image Manipulation, Editing, Adobe Creative Suite, Digital Audio
Education
City University of New York-College of Staten Island 1970 — 1972
Curtis High School 1962 — 1965
J.P. Morgan Asset Management 2002 - Present
JPMorgan Asset Management 2002 - Present
JP Morgan Chase 2002 - Present
The Mystics 1983 - 2008
Credit Suisse First Boston 1991 - 2001
Aztech Chas P. Young 1986 - 1991
Skills
Illustrator, InDesign, Graphics, Advertising, QuarkXPress, Logo Design, Flash, Mac, Photoshop, Web Design, Video, Cinema 4D, After Effects, Final Cut Pro, Graphic Design, Multimedia, Image Manipulation, Editing, Adobe Creative Suite, Digital Audio
Education
City University of New York-College of Staten Island 1970 — 1972
Curtis High School 1962 — 1965
V. Marc Cali III V. Marc Cali III's Credit Suisse First Boston Experience May 2000 - September 2002
Job Senior Managing Director at Scoggin Capital Management, LP II
Industry Fund-Raising
Experience
Scoggin Capital Management November 2014 - Present
Alden Global Capital September 2011 - September 2014
Third Avenue Management February 2010 - September 2011
Probitas Partners February 2008 - February 2010
Legg Mason (subsequently Stifel Nicolas and Signal Hill) March 2004 - February 2008
Stifel Nicolaus March 2004 - February 2008
Signal Hill Capital March 2004 - February 2008
Cali & Associates September 2002 - March 2004
Credit Suisse First Boston May 2000 - September 2002
Schulte Roth & Zabel LLP July 1998 - May 2000
Skills
Alternative Investments, Private Equity, Hedge Funds, Private Placements, Institutional Investors, Investments, Asset Management, Investor Relations, Sales Management, Fundraising, Distressed Debt, Investment Banking, Emerging Markets, Bloomberg, Mergers & Acquisitions, Equities, Bonds, Asset Managment, Capital Markets, Institutional...
Education
Northwestern University School of Law 1995 — 1998
JD, Corporate and Securities Law
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance and Management
Lehigh University 1989 — 1993
BA, Economics
Salisbury School 1985 — 1989
Browning School 1977 — 1984
Columbia University School of Law
Scoggin Capital Management November 2014 - Present
Alden Global Capital September 2011 - September 2014
Third Avenue Management February 2010 - September 2011
Probitas Partners February 2008 - February 2010
Legg Mason (subsequently Stifel Nicolas and Signal Hill) March 2004 - February 2008
Stifel Nicolaus March 2004 - February 2008
Signal Hill Capital March 2004 - February 2008
Cali & Associates September 2002 - March 2004
Credit Suisse First Boston May 2000 - September 2002
Schulte Roth & Zabel LLP July 1998 - May 2000
Skills
Alternative Investments, Private Equity, Hedge Funds, Private Placements, Institutional Investors, Investments, Asset Management, Investor Relations, Sales Management, Fundraising, Distressed Debt, Investment Banking, Emerging Markets, Bloomberg, Mergers & Acquisitions, Equities, Bonds, Asset Managment, Capital Markets, Institutional...
Education
Northwestern University School of Law 1995 — 1998
JD, Corporate and Securities Law
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance and Management
Lehigh University 1989 — 1993
BA, Economics
Salisbury School 1985 — 1989
Browning School 1977 — 1984
Columbia University School of Law
Freddy Russo Freddy Russo's Credit Suisse First Boston Experience 1990 - 1992
Job Owner, D2k Technologies
Industry Information Technology and Services
Experience
D2k Technologies 1997 - Present
Market Net Group (Reuters) 1998 - 2000
NewsEdge Corporation (Desktop Data) 1995 - 1997
Kidder Peabody 1993 - 1995
Credit Suisse First Boston 1990 - 1992
North American Philips Corporation 1988 - 1990
Skills
SDLC
Education
City University of New York-Hunter College
Suburban Technical School
D2k Technologies 1997 - Present
Market Net Group (Reuters) 1998 - 2000
NewsEdge Corporation (Desktop Data) 1995 - 1997
Kidder Peabody 1993 - 1995
Credit Suisse First Boston 1990 - 1992
North American Philips Corporation 1988 - 1990
Skills
SDLC
Education
City University of New York-Hunter College
Suburban Technical School
Cara Sroka's Credit Suisse First Boston Experience 1992 - 1997
Job Regional HR Applications Support Manager at Mars
Industry Human Resources
Experience
Mars January 2011 - February 2012
Sun Microsystems January 2003 - May 2009
Sun Microsystems March 2000 - December 2002
Credit Suisse First Boston 1992 - 1997
Skills
Program Management, Talent Management, Integration, Management, Recruiting, Change Management, Performance Management, Human Resources, Outsourcing, HR Consulting, Strategy, Project Management, Personnel Management, Organizational Design, Succession Planning, Organizational..., Vendor Management, Employee Engagement, Deferred Compensation, Strategic Planning, Sourcing
Education
Cornell University 1997 — 1999
MILR
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA
Yale University 1988 — 1992
BS
Livingston High School 1985 — 1988
Mars January 2011 - February 2012
Sun Microsystems January 2003 - May 2009
Sun Microsystems March 2000 - December 2002
Credit Suisse First Boston 1992 - 1997
Skills
Program Management, Talent Management, Integration, Management, Recruiting, Change Management, Performance Management, Human Resources, Outsourcing, HR Consulting, Strategy, Project Management, Personnel Management, Organizational Design, Succession Planning, Organizational..., Vendor Management, Employee Engagement, Deferred Compensation, Strategic Planning, Sourcing
Education
Cornell University 1997 — 1999
MILR
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA
Yale University 1988 — 1992
BS
Livingston High School 1985 — 1988
Judy Chin Wong's Credit Suisse First Boston Experience 1992 - 1994
Job
Industry Staffing and Recruiting
Experience
Gartner August 2010 - Present
Related Companies 2008 - 2010
Spencer Stuart 1999 - 2007
Salomon Smith Barney 1996 - 1998
Credit Suisse First Boston 1992 - 1994
Skills
Leadership Development, Performance Management, Organizational..., Global Recruiting, Corporate Recruiting, Global Talent..., Talent Acquisition, Real Estate, Technology Recruitment, Executive Search, CIOs, Talent Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance, General
Massachusetts Institute of Technology 1988 — 1992
BS, Economics
Hunter College High School
Gartner August 2010 - Present
Related Companies 2008 - 2010
Spencer Stuart 1999 - 2007
Salomon Smith Barney 1996 - 1998
Credit Suisse First Boston 1992 - 1994
Skills
Leadership Development, Performance Management, Organizational..., Global Recruiting, Corporate Recruiting, Global Talent..., Talent Acquisition, Real Estate, Technology Recruitment, Executive Search, CIOs, Talent Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance, General
Massachusetts Institute of Technology 1988 — 1992
BS, Economics
Hunter College High School
Martha Josephson's Credit Suisse First Boston Experience 1984 - 1986
Job
Industry Staffing and Recruiting
Experience
Egon Zehnder May 1996 - Present
Hong Kong Venture Capital Assn 1992 - 1995
McKinsey 1986 - 1990
McKinsey&Company 1986 - 1990
Credit Suisse First Boston 1984 - 1986
Skills
Management Consulting, Corporate Development, Strategy, Executive Search, Financial Services, Venture Capital, Professional Services, Mergers & Acquisitions, Private Equity, Start-ups, Business Strategy, Organizational Design, Team Management, Acquisition Integration, Due Diligence, Restructuring, Strategic Partnerships, Analytics, Executive Management, Strategic Planning, Leadership, Organizational..., Business Planning, Finance, Investment Banking, Recruiting
Education
Columbia University - Columbia Business School 1986 — 1988
MBA
Princeton University 1980 — 1984
BA
Egon Zehnder May 1996 - Present
Hong Kong Venture Capital Assn 1992 - 1995
McKinsey 1986 - 1990
McKinsey&Company 1986 - 1990
Credit Suisse First Boston 1984 - 1986
Skills
Management Consulting, Corporate Development, Strategy, Executive Search, Financial Services, Venture Capital, Professional Services, Mergers & Acquisitions, Private Equity, Start-ups, Business Strategy, Organizational Design, Team Management, Acquisition Integration, Due Diligence, Restructuring, Strategic Partnerships, Analytics, Executive Management, Strategic Planning, Leadership, Organizational..., Business Planning, Finance, Investment Banking, Recruiting
Education
Columbia University - Columbia Business School 1986 — 1988
MBA
Princeton University 1980 — 1984
BA
Bruno Bilik's Credit Suisse First Boston Experience May 2001 - October 2001
Job Value Management at Medidata Solutions
Industry Computer Software
Experience
Medidata Solutions March 2014 - Present
Oracle January 2008 - February 2014
VeriSign October 2005 - December 2007
Opera Solutions 2003 - 2005
Andre Meyer Ventures May 2002 - September 2003
Credit Suisse First Boston May 2001 - October 2001
Ernst & Young Consulting January 1996 - September 2000
Skills
Performance Appraisal, Performance Management, Key Performance..., Performance Improvement, Corporate Performance, Business Development, Product Marketing, Marketing Strategy, Corporate Finance, Sales Operations, Marketing, Sales, B2B, Strategic Planning, C-Level, Business Operations, Management Consulting, Business Strategy, Start-ups, Acquisition Integration, Business Transformation, Strategic Partnerships, Product Management, Strategy, Cloud Computing, SaaS, Cross-functional Team..., Enterprise Software, Professional Services, Pre-sales, Management, Leadership, Telecommunications, Solution Selling, Venture Capital, Project Portfolio..., New Business Development, Executive Management, CRM, Pricing, Consulting, Go-to-market Strategy
Education
Columbia Business School 2000 — 2002
MBA
Ecole nationale supérieure des Mines de Saint-Etienne 1991 — 1994
Master’s Degree
Lycee Louis le Grand 1988 — 1991
Bachelor of Science (BS)
Medidata Solutions March 2014 - Present
Oracle January 2008 - February 2014
VeriSign October 2005 - December 2007
Opera Solutions 2003 - 2005
Andre Meyer Ventures May 2002 - September 2003
Credit Suisse First Boston May 2001 - October 2001
Ernst & Young Consulting January 1996 - September 2000
Skills
Performance Appraisal, Performance Management, Key Performance..., Performance Improvement, Corporate Performance, Business Development, Product Marketing, Marketing Strategy, Corporate Finance, Sales Operations, Marketing, Sales, B2B, Strategic Planning, C-Level, Business Operations, Management Consulting, Business Strategy, Start-ups, Acquisition Integration, Business Transformation, Strategic Partnerships, Product Management, Strategy, Cloud Computing, SaaS, Cross-functional Team..., Enterprise Software, Professional Services, Pre-sales, Management, Leadership, Telecommunications, Solution Selling, Venture Capital, Project Portfolio..., New Business Development, Executive Management, CRM, Pricing, Consulting, Go-to-market Strategy
Education
Columbia Business School 2000 — 2002
MBA
Ecole nationale supérieure des Mines de Saint-Etienne 1991 — 1994
Master’s Degree
Lycee Louis le Grand 1988 — 1991
Bachelor of Science (BS)
Paul Fost's Credit Suisse First Boston Experience November 1993 - November 2002
Job
Industry Computer Software
Experience
Miami International Holdings October 2009 - Present
RBC Capital Markets May 2009 - October 2009
UBS Investment Bank January 2006 - May 2009
UBS Investment Bank November 2002 - January 2006
Credit Suisse First Boston November 1993 - November 2002
NEC Systems Laboratories February 1992 - November 1993
Salomon Brothers March 1991 - February 1992
AT&T June 1985 - February 1991
Skills
Low Latency, Unix, Electronic Trading, Trading Systems, Software Development, Equities, Options, Market Data, Fixed Income, Investment Banking, Perl, Network Administration, Credit Derivatives, Financial Markets, Equity Derivatives, Securities, Equity Trading, Financial Risk, Trading, Derivatives, C++, Sybase, Capital Markets, Hedging, Interest Rate..., Hedge Funds, Agile Methodologies, Proprietary Trading, Risk Management, Bloomberg, FX Options, Java, Exchange Connectivity, Prime Brokerage, Trading Strategies
Education
Columbia University in the City of New York 1986 — 1987
MS
Yale University 1981 — 1985
BS
Miami International Holdings October 2009 - Present
RBC Capital Markets May 2009 - October 2009
UBS Investment Bank January 2006 - May 2009
UBS Investment Bank November 2002 - January 2006
Credit Suisse First Boston November 1993 - November 2002
NEC Systems Laboratories February 1992 - November 1993
Salomon Brothers March 1991 - February 1992
AT&T June 1985 - February 1991
Skills
Low Latency, Unix, Electronic Trading, Trading Systems, Software Development, Equities, Options, Market Data, Fixed Income, Investment Banking, Perl, Network Administration, Credit Derivatives, Financial Markets, Equity Derivatives, Securities, Equity Trading, Financial Risk, Trading, Derivatives, C++, Sybase, Capital Markets, Hedging, Interest Rate..., Hedge Funds, Agile Methodologies, Proprietary Trading, Risk Management, Bloomberg, FX Options, Java, Exchange Connectivity, Prime Brokerage, Trading Strategies
Education
Columbia University in the City of New York 1986 — 1987
MS
Yale University 1981 — 1985
BS
Eugene Kim's Credit Suisse First Boston Experience March 1997 - December 2005
Job Using business and technology to make smarter decisions
Industry Financial Services
Experience
Thomson Reuters September 2010 - Present
Liquidnet May 2007 - September 2010
Wachovia, A Wells Fargo Company December 2005 - April 2007
Credit Suisse First Boston March 1997 - December 2005
Skills
Market Data, Financial Markets, Team Leadership, Vendor Management, Product Management, Electronic Trading, Equities, Reference Data, RMDS, Reuters, SharePoint, Unix, Business Analysis, Management, IT Management, Trading Systems, Financial Services, Program Management, Hedge Funds, Fixed Income, Project Management, Capital Markets, Strategy, SDLC, CRM, Trading, Bloomberg, Investment Banking, Project Portfolio..., Business Intelligence, Equity Trading, Low Latency, Derivatives, Software Development, Equity Derivatives, Credit Derivatives, FX Options, Options, Sybase, Emerging Markets, Databases, Quantitative Finance, Interest Rate..., Quantitative Analytics, Structured Products, Analysis, Securities, Portfolio Management, Risk Management
Education
Columbia University - Columbia Business School
MBA, Finance and Management
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Biomedical Engineering
The Cooper Union for the Advancement of Science and Art
BE, Chemical Engineering
Thomson Reuters September 2010 - Present
Liquidnet May 2007 - September 2010
Wachovia, A Wells Fargo Company December 2005 - April 2007
Credit Suisse First Boston March 1997 - December 2005
Skills
Market Data, Financial Markets, Team Leadership, Vendor Management, Product Management, Electronic Trading, Equities, Reference Data, RMDS, Reuters, SharePoint, Unix, Business Analysis, Management, IT Management, Trading Systems, Financial Services, Program Management, Hedge Funds, Fixed Income, Project Management, Capital Markets, Strategy, SDLC, CRM, Trading, Bloomberg, Investment Banking, Project Portfolio..., Business Intelligence, Equity Trading, Low Latency, Derivatives, Software Development, Equity Derivatives, Credit Derivatives, FX Options, Options, Sybase, Emerging Markets, Databases, Quantitative Finance, Interest Rate..., Quantitative Analytics, Structured Products, Analysis, Securities, Portfolio Management, Risk Management
Education
Columbia University - Columbia Business School
MBA, Finance and Management
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Biomedical Engineering
The Cooper Union for the Advancement of Science and Art
BE, Chemical Engineering
Sundar Marimuthu's Credit Suisse First Boston Experience June 2010 - April 2011
Job Application Development Manager at AHM (Aetna)
Industry Computer Software
Experience
Active Health Management - Aetna May 2011 - Present
Credit Suisse First Boston June 2010 - April 2011
Marsh May 2008 - June 2010
Merrill Lynch August 2006 - April 2008
Applimation May 2006 - August 2006
Oracle Corporation April 2003 - April 2006
Sonata Software August 1999 - March 2003
Skills
Oracle E-Business Suite, Oracle PL/SQL..., Oracle Applications, Oracle HR, PL/SQL, Oracle, Data Modeling, Data Warehousing, XML Publisher, Weblogic, SDLC, ETL, Requirements Analysis, Oracle Reports, Toad, ERP, SQL, Performance Tuning
Education
College of Engineering, Guindy 1995 — 1999
B.E, Mechanical
Avichi Hr. Sec. School
Active Health Management - Aetna May 2011 - Present
Credit Suisse First Boston June 2010 - April 2011
Marsh May 2008 - June 2010
Merrill Lynch August 2006 - April 2008
Applimation May 2006 - August 2006
Oracle Corporation April 2003 - April 2006
Sonata Software August 1999 - March 2003
Skills
Oracle E-Business Suite, Oracle PL/SQL..., Oracle Applications, Oracle HR, PL/SQL, Oracle, Data Modeling, Data Warehousing, XML Publisher, Weblogic, SDLC, ETL, Requirements Analysis, Oracle Reports, Toad, ERP, SQL, Performance Tuning
Education
College of Engineering, Guindy 1995 — 1999
B.E, Mechanical
Avichi Hr. Sec. School
Janine Shelffo's Credit Suisse First Boston Experience December 2000 - August 2004
Job
Industry Investment Banking
Experience
UBS Investment Bank October 2008 - Present
Lehman Brothers August 2004 - October 2008
Credit Suisse First Boston December 2000 - August 2004
Donaldson, Lufkin & Jenrette August 1995 - December 2000
Drexel Burnham Lambert 1989 - 1990
Education
Columbia University - Columbia Business School 1994 — 1995
MBA
Georgetown University 1985 — 1989
BS
UBS Investment Bank October 2008 - Present
Lehman Brothers August 2004 - October 2008
Credit Suisse First Boston December 2000 - August 2004
Donaldson, Lufkin & Jenrette August 1995 - December 2000
Drexel Burnham Lambert 1989 - 1990
Education
Columbia University - Columbia Business School 1994 — 1995
MBA
Georgetown University 1985 — 1989
BS
James Kelly's Credit Suisse First Boston Experience 1997 - 2000
Job Associate Director of Research at Leerink Partners
Industry Financial Services
Experience
Leerink Partners LLC August 2015 - Present
Credit Suisse June 2010 - August 2015
Credit Suisse July 2009 - June 2010
Goldman Sachs October 2000 - October 2008
Credit Suisse First Boston 1997 - 2000
Lehman Brothers 1995 - 1997
Accenture 1990 - 1993
Skills
Equity Research, Sell Side, Securities, Equities, Equity Valuation, Financial Modeling, Institutional..., Private Equity, Bloomberg, Business Valuation, Asset Management, DCF, Fixed Income, Portfolio Management, Emerging Markets, Derivatives, Alternative Investments, Valuation, Research Management, Investments, Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Accounting and Finance
Lehigh University 1986 — 1990
BS, Mechanical Engineering
Leerink Partners LLC August 2015 - Present
Credit Suisse June 2010 - August 2015
Credit Suisse July 2009 - June 2010
Goldman Sachs October 2000 - October 2008
Credit Suisse First Boston 1997 - 2000
Lehman Brothers 1995 - 1997
Accenture 1990 - 1993
Skills
Equity Research, Sell Side, Securities, Equities, Equity Valuation, Financial Modeling, Institutional..., Private Equity, Bloomberg, Business Valuation, Asset Management, DCF, Fixed Income, Portfolio Management, Emerging Markets, Derivatives, Alternative Investments, Valuation, Research Management, Investments, Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Accounting and Finance
Lehigh University 1986 — 1990
BS, Mechanical Engineering
Kari Magedoff's Credit Suisse First Boston Experience July 2000 - July 2001
Job HR Director, National Joint Ventures at CoreLogic
Industry Financial Services
Experience
CoreLogic July 2012 - Present
CoreLogic December 2008 - June 2012
Fremont Investment & Loan December 2003 - September 2008
Vantage Media 2008 - 2008
Fremont Investment & Loans 2003 - 2008
Conseco Finance Servicing Corp. January 2002 - April 2003
Credit Suisse First Boston July 2000 - July 2001
PricewaterhouseCoopers February 1995 - July 2000
Education
City University of New York-John Jay College of Criminal Justice
CoreLogic July 2012 - Present
CoreLogic December 2008 - June 2012
Fremont Investment & Loan December 2003 - September 2008
Vantage Media 2008 - 2008
Fremont Investment & Loans 2003 - 2008
Conseco Finance Servicing Corp. January 2002 - April 2003
Credit Suisse First Boston July 2000 - July 2001
PricewaterhouseCoopers February 1995 - July 2000
Education
City University of New York-John Jay College of Criminal Justice
John K. Griffin, CFA's Credit Suisse First Boston Experience April 1997 - July 1998
Job Industry Economist, National Defense Stockpile at United States Department of Defense
Industry Investment Management
Experience
United States Department of Defense May 2014 - Present
Fordham University August 2009 - Present
Nomura Asset Management September 2007 - October 2009
Providence Wealth Management February 2006 - August 2007
Wedge Capital Management July 2000 - January 2006
Credit Suisse First Boston April 1997 - July 1998
Skills
Investment Management, Investment Banking, Investments, Equities, Financial Modeling, Asset Managment, Valuation, Hedge Funds, Equity Research, Capital Markets, Portfolio Management, Private Equity, Fixed Income, Alternative Investments, Derivatives
Education
Fordham University 2010 — 2015
Doctor of Philosophy (Ph.D.), Financial Economics
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Colby College 1991 — 1995
BA, Economics
The London School of Economics and Political Science (LSE) 1993 — 1994
Economics and Finance
United States Department of Defense May 2014 - Present
Fordham University August 2009 - Present
Nomura Asset Management September 2007 - October 2009
Providence Wealth Management February 2006 - August 2007
Wedge Capital Management July 2000 - January 2006
Credit Suisse First Boston April 1997 - July 1998
Skills
Investment Management, Investment Banking, Investments, Equities, Financial Modeling, Asset Managment, Valuation, Hedge Funds, Equity Research, Capital Markets, Portfolio Management, Private Equity, Fixed Income, Alternative Investments, Derivatives
Education
Fordham University 2010 — 2015
Doctor of Philosophy (Ph.D.), Financial Economics
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Colby College 1991 — 1995
BA, Economics
The London School of Economics and Political Science (LSE) 1993 — 1994
Economics and Finance
amy doherty's Credit Suisse First Boston Experience 1988 - 1998
Job President at Amy Doherty Properties, Inc.
Industry Real Estate
Experience
Amy Doherty Properties, Inc. January 2008 - Present
Aspen Snowmass Sotheby's International Realty 2006 - 2008
Credit Suisse First Boston 1988 - 1998
Banker's Trust Company 1984 - 1987
Skills
Luxury, Residential Homes, Commercial Real Estate, Rentals, Sales, Real Estate, Sellers, Investment Properties, Short Sales, Foreclosures, REO, First Time Home Buyers, 1031 Exchanges, Real Estate Economics
Education
Williams College 1982 — 1984
Bachelor's degree, Political science and economics
Columbia University - Columbia Business School
MBA, Finance
Amy Doherty Properties, Inc. January 2008 - Present
Aspen Snowmass Sotheby's International Realty 2006 - 2008
Credit Suisse First Boston 1988 - 1998
Banker's Trust Company 1984 - 1987
Skills
Luxury, Residential Homes, Commercial Real Estate, Rentals, Sales, Real Estate, Sellers, Investment Properties, Short Sales, Foreclosures, REO, First Time Home Buyers, 1031 Exchanges, Real Estate Economics
Education
Williams College 1982 — 1984
Bachelor's degree, Political science and economics
Columbia University - Columbia Business School
MBA, Finance
Vivian Tongalson's Credit Suisse First Boston Experience 2001 - 2003
Job Managing Director, Head of Investor Relations & Fundraising at Northwood Investors
Industry Financial Services
Experience
Northwood Investors 2011 - Present
Highstar Capital 2009 - 2011
The Blackstone Group January 2003 - December 2008
Credit Suisse First Boston 2001 - 2003
UBS Investment Bank 2000 - 2000
Education
Columbia University in the City of New York 1997 — 2001
BA, Economics
Northwood Investors 2011 - Present
Highstar Capital 2009 - 2011
The Blackstone Group January 2003 - December 2008
Credit Suisse First Boston 2001 - 2003
UBS Investment Bank 2000 - 2000
Education
Columbia University in the City of New York 1997 — 2001
BA, Economics
Joseph Ehrlich's Credit Suisse First Boston Experience February 2001 - September 2001
Job Executive Vice President at Owens Group
Industry Insurance
Experience
Owens Group June 2004 - Present
O'Melveny & Myers, LLP September 2002 - June 2004
O'Sullivan Graev & Karabell, LLP September 1997 - September 2002
O'Sullivan, Graev & Karabell (now O'Melveny & Myers) 1997 - 2002
Credit Suisse First Boston February 2001 - September 2001
Skills
Due Diligence, Private Equity Firms, M&A Advisory Services, Insurance, Property & Casualty..., Professional Liability, Expert Witness, Mergers & Acquisitions, Private Equity, Equities, Venture Capital, M&A experience, Securities, Joint Ventures, IPO, Risk Management, Risk Assessment, General Insurance, Commercial Insurance, Life Insurance, Corporate Law, Acquisitions, Securities Regulation, Licensing
Education
New York University School of Law 1994 — 1997
Juris Doctor
Columbia University in the City of New York 1989 — 1992
BA, Classics
Hampshire College 1985 — 1987
Northfield Mount Hermon 1982 — 1985
High School Diploma
Owens Group June 2004 - Present
O'Melveny & Myers, LLP September 2002 - June 2004
O'Sullivan Graev & Karabell, LLP September 1997 - September 2002
O'Sullivan, Graev & Karabell (now O'Melveny & Myers) 1997 - 2002
Credit Suisse First Boston February 2001 - September 2001
Skills
Due Diligence, Private Equity Firms, M&A Advisory Services, Insurance, Property & Casualty..., Professional Liability, Expert Witness, Mergers & Acquisitions, Private Equity, Equities, Venture Capital, M&A experience, Securities, Joint Ventures, IPO, Risk Management, Risk Assessment, General Insurance, Commercial Insurance, Life Insurance, Corporate Law, Acquisitions, Securities Regulation, Licensing
Education
New York University School of Law 1994 — 1997
Juris Doctor
Columbia University in the City of New York 1989 — 1992
BA, Classics
Hampshire College 1985 — 1987
Northfield Mount Hermon 1982 — 1985
High School Diploma
Nicolina (Kuh) O'Rorke's Credit Suisse First Boston Experience November 2000 - June 2003
Job CFO, NBC Sports Regional Networks at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. July 2015 - Present
NBCUniversal, Inc. September 2013 - June 2015
NBCUniversal, Inc. October 2011 - September 2013
NBC Universal June 2010 - October 2011
NBC Universal June 2009 - June 2010
NBC Universal March 2007 - June 2009
NBC Universal September 2006 - March 2007
NBC Universal June 2005 - September 2006
MGM Studios - Corporate Development 2004 - 2004
Credit Suisse First Boston November 2000 - June 2003
Education
Columbia University - Columbia Business School 2003 — 2005
Master of Business Administration (MBA)
Georgetown University 1996 — 2000
BSBA, Accounting, Finance, Philosophy
James Martin High School 1992 — 1996
NBCUniversal, Inc. July 2015 - Present
NBCUniversal, Inc. September 2013 - June 2015
NBCUniversal, Inc. October 2011 - September 2013
NBC Universal June 2010 - October 2011
NBC Universal June 2009 - June 2010
NBC Universal March 2007 - June 2009
NBC Universal September 2006 - March 2007
NBC Universal June 2005 - September 2006
MGM Studios - Corporate Development 2004 - 2004
Credit Suisse First Boston November 2000 - June 2003
Education
Columbia University - Columbia Business School 2003 — 2005
Master of Business Administration (MBA)
Georgetown University 1996 — 2000
BSBA, Accounting, Finance, Philosophy
James Martin High School 1992 — 1996
Alyssa Mack's Credit Suisse First Boston Experience 1999 - 2006
Job Director, U.S. Associate Director of Research at Bernstein
Industry Financial Services
Experience
AB Bernstein September 2015 - Present
KeyBanc Capital Markets April 2012 - September 2015
AllianceBernstein October 2009 - April 2012
AllianceBernstein March 2009 - October 2009
Sanford C. Bernstein March 2007 - March 2009
Sanford C. Bernstein March 2007 - September 2008
Credit Suisse March 2004 - September 2006
Credit Suisse First Boston 1999 - 2006
Credit Suisse December 2000 - March 2004
Credit Suisse July 1999 - December 2000
Skills
Equities, Portfolio Management, Equity Research, Hedge Funds, Capital Markets, Valuation, Investment Banking, Financial Modeling, Bloomberg, Investments, Fixed Income, Alternative Investments, Asset Management, Financial Analysis, Due Diligence, Series 7, Mergers & Acquisitions, Securities, Investment Management, Corporate Finance, Derivatives
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Washington and Lee University 1995 — 1999
BA
AB Bernstein September 2015 - Present
KeyBanc Capital Markets April 2012 - September 2015
AllianceBernstein October 2009 - April 2012
AllianceBernstein March 2009 - October 2009
Sanford C. Bernstein March 2007 - March 2009
Sanford C. Bernstein March 2007 - September 2008
Credit Suisse March 2004 - September 2006
Credit Suisse First Boston 1999 - 2006
Credit Suisse December 2000 - March 2004
Credit Suisse July 1999 - December 2000
Skills
Equities, Portfolio Management, Equity Research, Hedge Funds, Capital Markets, Valuation, Investment Banking, Financial Modeling, Bloomberg, Investments, Fixed Income, Alternative Investments, Asset Management, Financial Analysis, Due Diligence, Series 7, Mergers & Acquisitions, Securities, Investment Management, Corporate Finance, Derivatives
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Washington and Lee University 1995 — 1999
BA
Gloria Park's Credit Suisse First Boston Experience June 1991 - October 2001
Job Managing Director at PricewaterhouseCoopers, LLC
Industry Real Estate
Experience
PricewaterhouseCoopers 2004 - Present
Credit Suisse First Boston June 1991 - October 2001
Skills
Valuation, Financial Modeling, Structured Finance, Capital Markets, Financial Structuring, Due Diligence
Education
Columbia University in the City of New York 1987 — 1991
BS, Industrial Engineering
Institute of Culinary Education 2002 — 2003
Culinary Arts and Management
Walt Whitman High School 1983 — 1987
PricewaterhouseCoopers 2004 - Present
Credit Suisse First Boston June 1991 - October 2001
Skills
Valuation, Financial Modeling, Structured Finance, Capital Markets, Financial Structuring, Due Diligence
Education
Columbia University in the City of New York 1987 — 1991
BS, Industrial Engineering
Institute of Culinary Education 2002 — 2003
Culinary Arts and Management
Walt Whitman High School 1983 — 1987
Peter Locke's Credit Suisse First Boston Experience 1994 - 1999
Job Principal at Spectrum Group Management
Industry Real Estate
Experience
Spectrum Group Management 2005 - Present
Blackacre Capital Management 1999 - 2005
Credit Suisse First Boston 1994 - 1999
Chesterton October 1988 - July 1992
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
Cornell University 1984 — 1988
BS
Great Neck North 1980 — 1984
Spectrum Group Management 2005 - Present
Blackacre Capital Management 1999 - 2005
Credit Suisse First Boston 1994 - 1999
Chesterton October 1988 - July 1992
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
Cornell University 1984 — 1988
BS
Great Neck North 1980 — 1984
Fredric Gilde's Credit Suisse First Boston Experience October 1999 - September 2000
Job Global Head of Client Strategy at Sanford C. Bernstein
Industry Investment Banking
Experience
Sanford C. Bernstein July 2013 - Present
Nomura August 2009 - May 2013
Lehman Brothers November 2000 - September 2008
Credit Suisse First Boston October 1999 - September 2000
Mitchell Madison Group September 1997 - August 1999
Skills
Capital Markets, Fixed Income, Information Technology, Business Strategy, Sales Operations, Technology Management, Data Management, Technology Product...
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, General Mgmt, Finance
Dartmouth College 1984 — 1988
Sanford C. Bernstein July 2013 - Present
Nomura August 2009 - May 2013
Lehman Brothers November 2000 - September 2008
Credit Suisse First Boston October 1999 - September 2000
Mitchell Madison Group September 1997 - August 1999
Skills
Capital Markets, Fixed Income, Information Technology, Business Strategy, Sales Operations, Technology Management, Data Management, Technology Product...
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, General Mgmt, Finance
Dartmouth College 1984 — 1988
Jerry Castricato's Credit Suisse First Boston Experience 2006 - 2007
Job Senior Manager at EY
Industry Financial Services
Experience
EY 2014 - Present
iGATE 2013 - January 2014
Citi 2010 - 2013
George Weiss Associates March 2010 - February 2011
MetLife Investors 2009 - March 2010
Eaton Vance 2009 - 2009
Stanford Group Company 2007 - 2009
AIG 2007 - 2008
Credit Suisse First Boston 2006 - 2007
JP Morgan 2003 - 2006
Skills
Data Governance, Master Data Management, Data Quality, Database Analysis, Market Data, Management Consulting, Compliance, Data Analysis, Data Profiling, Trading, Trading Systems, Risk Management, SQL, IT Strategy, Vendor Management, Project Management, Data Mining, Fixed Income, Management, Software Development, Investments, Security, Data Warehousing, SDLC, ETL, Business Analysis, Financial Services, Requirements Gathering, Business Intelligence, Investment Banking, Securities, Data Modeling, Banking, Reference Data, Enterprise Architecture, Leadership, Integration, Business Process, Analytics, Business Requirements, Software Project..., User Acceptance Testing
Education
City University of New York-Hunter College 1976 — 1983
City University of New York-Hunter College 1974 — 1981
Fordham Prep High School 1969 — 1973
Blessed Sacrament elementry 1963 — 1971
EY 2014 - Present
iGATE 2013 - January 2014
Citi 2010 - 2013
George Weiss Associates March 2010 - February 2011
MetLife Investors 2009 - March 2010
Eaton Vance 2009 - 2009
Stanford Group Company 2007 - 2009
AIG 2007 - 2008
Credit Suisse First Boston 2006 - 2007
JP Morgan 2003 - 2006
Skills
Data Governance, Master Data Management, Data Quality, Database Analysis, Market Data, Management Consulting, Compliance, Data Analysis, Data Profiling, Trading, Trading Systems, Risk Management, SQL, IT Strategy, Vendor Management, Project Management, Data Mining, Fixed Income, Management, Software Development, Investments, Security, Data Warehousing, SDLC, ETL, Business Analysis, Financial Services, Requirements Gathering, Business Intelligence, Investment Banking, Securities, Data Modeling, Banking, Reference Data, Enterprise Architecture, Leadership, Integration, Business Process, Analytics, Business Requirements, Software Project..., User Acceptance Testing
Education
City University of New York-Hunter College 1976 — 1983
City University of New York-Hunter College 1974 — 1981
Fordham Prep High School 1969 — 1973
Blessed Sacrament elementry 1963 — 1971
Nick Baughan's Credit Suisse First Boston Experience 2000 - 2003
Job Managing Member at Marks Baughan & Co.
Industry Investment Banking
Experience
Pro Bono Net June 2012 - Present
Marks Baughan & Co. January 2004 - Present
Credit Suisse First Boston 2000 - 2003
Thomas Weisel Partners 1999 - 2000
Salomon Smith Barney 1996 - 1999
Bear Stearns 1994 - 1996
Skills
Non-profits, Mergers, Investment Banking, Corporate Finance, Venture Capital, Mergers & Acquisitions, Nonprofits, Finance, Start-ups, M&A experience, Management, Corporate Development, Private Placements, IPO, Business Strategy, Private Equity, Due Diligence, Capital Markets, Securities, Executive Management, Joint Ventures, Equities, Corporate Governance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
Columbia University in the City of New York 1986 — 1990
BA, History
Pro Bono Net June 2012 - Present
Marks Baughan & Co. January 2004 - Present
Credit Suisse First Boston 2000 - 2003
Thomas Weisel Partners 1999 - 2000
Salomon Smith Barney 1996 - 1999
Bear Stearns 1994 - 1996
Skills
Non-profits, Mergers, Investment Banking, Corporate Finance, Venture Capital, Mergers & Acquisitions, Nonprofits, Finance, Start-ups, M&A experience, Management, Corporate Development, Private Placements, IPO, Business Strategy, Private Equity, Due Diligence, Capital Markets, Securities, Executive Management, Joint Ventures, Equities, Corporate Governance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
Columbia University in the City of New York 1986 — 1990
BA, History
Alan Khalili's Credit Suisse First Boston Experience 1997 - 1999
Job CFO at Aireon
Industry Airlines/Aviation
Experience
Aireon January 2013 - Present
Iridium June 2012 - December 2012
Iridium Satellite August 2008 - June 2012
NeuStar January 2005 - July 2008
Reuters 2000 - 2002
Credit Suisse First Boston 1997 - 1999
E & Y 1990 - 1994
Skills
Mergers, Business Development, Strategic Partnerships, Corporate Finance, Corporate Development, Start-ups, Telecommunications, Strategic Planning, Business Strategy, Financial Analysis, Executive Management, Analysis, Mergers & Acquisitions, Strategy, Management, Finance, Valuation, Financial Modeling, Risk Management
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA), Finance, General
Northern Illinois University 1986 — 1990
BS, Accounting
Hinsdale High School Central 1982 — 1986
Aireon January 2013 - Present
Iridium June 2012 - December 2012
Iridium Satellite August 2008 - June 2012
NeuStar January 2005 - July 2008
Reuters 2000 - 2002
Credit Suisse First Boston 1997 - 1999
E & Y 1990 - 1994
Skills
Mergers, Business Development, Strategic Partnerships, Corporate Finance, Corporate Development, Start-ups, Telecommunications, Strategic Planning, Business Strategy, Financial Analysis, Executive Management, Analysis, Mergers & Acquisitions, Strategy, Management, Finance, Valuation, Financial Modeling, Risk Management
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA), Finance, General
Northern Illinois University 1986 — 1990
BS, Accounting
Hinsdale High School Central 1982 — 1986
Paulo Lima's Credit Suisse First Boston Experience July 1997 - July 2000
Job IT Cosmetics
Industry Cosmetics
Experience
It Cosmetics 2007 - Present
Pacific Crest Securities August 2006 - February 2008
Peter J. Solomon Company 2004 - 2006
Credit Suisse First Boston July 1997 - July 2000
Skills
Marketing Strategy, Venture Capital, Marketing, Corporate Development, Social Media Marketing, Social Media, Start-ups, Product Development, Entrepreneurship, Private Equity, Financial Modeling, Mergers & Acquisitions, Sales, Angel Investing, Due Diligence
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Business
Columbia University in the City of New York 2002 — 2004
MBA, Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Finance
It Cosmetics 2007 - Present
Pacific Crest Securities August 2006 - February 2008
Peter J. Solomon Company 2004 - 2006
Credit Suisse First Boston July 1997 - July 2000
Skills
Marketing Strategy, Venture Capital, Marketing, Corporate Development, Social Media Marketing, Social Media, Start-ups, Product Development, Entrepreneurship, Private Equity, Financial Modeling, Mergers & Acquisitions, Sales, Angel Investing, Due Diligence
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Business
Columbia University in the City of New York 2002 — 2004
MBA, Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Finance
Yamelin Castillo, PMP's Credit Suisse First Boston Experience October 2002 - February 2004
Job Portfolio Project Director NA at eFront
Industry Financial Services
Experience
eFront July 2012 - Present
Temenos November 2010 - July 2012
Broadridge July 2010 - November 2010
Paladyne Systems, Inc. July 2009 - April 2010
Beauchamp Financial Technology (Linedata) July 2006 - July 2009
Bank of America February 2004 - July 2006
Credit Suisse First Boston October 2002 - February 2004
HSBC November 2001 - October 2002
R/GA Interactive February 2000 - October 2001
Wall Street Concepts, Inc. (a SunGard Company) June 1998 - February 2000
Skills
SDLC, Equities, Business Analysis, Fixed Income, Trading, User Acceptance Testing, Program Management, CRM, Portfolio Management, Business Process, Asset Managment, Hedge Funds, Capital Markets, Risk Management, Analysis, Asset Management, Requirements Gathering, Project Management, FX Options, Banking, Market Data, Management, Requirements Analysis, Software Project..., Financial Services
Education
Columbia University - Columbia Business School
Mastering Management: The Executive Program in Business Management, Business Administration and Management, General
Williams College 1992 — 1996
Bachelor's degree
Memorial High School
eFront July 2012 - Present
Temenos November 2010 - July 2012
Broadridge July 2010 - November 2010
Paladyne Systems, Inc. July 2009 - April 2010
Beauchamp Financial Technology (Linedata) July 2006 - July 2009
Bank of America February 2004 - July 2006
Credit Suisse First Boston October 2002 - February 2004
HSBC November 2001 - October 2002
R/GA Interactive February 2000 - October 2001
Wall Street Concepts, Inc. (a SunGard Company) June 1998 - February 2000
Skills
SDLC, Equities, Business Analysis, Fixed Income, Trading, User Acceptance Testing, Program Management, CRM, Portfolio Management, Business Process, Asset Managment, Hedge Funds, Capital Markets, Risk Management, Analysis, Asset Management, Requirements Gathering, Project Management, FX Options, Banking, Market Data, Management, Requirements Analysis, Software Project..., Financial Services
Education
Columbia University - Columbia Business School
Mastering Management: The Executive Program in Business Management, Business Administration and Management, General
Williams College 1992 — 1996
Bachelor's degree
Memorial High School
Rick Dowd, CFA's Credit Suisse First Boston Experience 1986 - 1992
Job CFO at Clean Coal Solutions
Industry Oil & Energy
Experience
Clean Coal Solutions January 2015 - Present
Framework Capital Partners August 2014 - January 2015
Cadre Proppants July 2011 - February 2014
Denham Capital Management March 2004 - February 2014
Sowood Capital Management 2004 - 2007
CanFibre / Mapletree Networks 2001 - 2004
First Boston / Kidder Peabody / DLJ August 1987 - December 2000
Credit Suisse First Boston 1986 - 1992
Skills
Equities, Project Finance, Asset Management, Private Equity, Financial Structuring, Mergers & Acquisitions, Business Strategy, Financial Modeling, Investment Banking, Investments, M&A experience, Structured Finance, Start-ups, Financial Analysis, Emerging Markets, Corporate Development, Valuation, Venture Capital, Corporate Finance, New Business Development, Due Diligence, Capital Markets, Renewable Energy, Alternative Investments, Energy, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
Master of Science (MS), Management
Clarkson University 1977 — 1981
Bachelor of Science (BS), Industrial Distribution
Clean Coal Solutions January 2015 - Present
Framework Capital Partners August 2014 - January 2015
Cadre Proppants July 2011 - February 2014
Denham Capital Management March 2004 - February 2014
Sowood Capital Management 2004 - 2007
CanFibre / Mapletree Networks 2001 - 2004
First Boston / Kidder Peabody / DLJ August 1987 - December 2000
Credit Suisse First Boston 1986 - 1992
Skills
Equities, Project Finance, Asset Management, Private Equity, Financial Structuring, Mergers & Acquisitions, Business Strategy, Financial Modeling, Investment Banking, Investments, M&A experience, Structured Finance, Start-ups, Financial Analysis, Emerging Markets, Corporate Development, Valuation, Venture Capital, Corporate Finance, New Business Development, Due Diligence, Capital Markets, Renewable Energy, Alternative Investments, Energy, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
Master of Science (MS), Management
Clarkson University 1977 — 1981
Bachelor of Science (BS), Industrial Distribution
Matt Ruderman's Credit Suisse First Boston Experience July 2009 - Present
Job Supervisory Analyst, VP, Equity Research at Credit Suisse First Boston
Industry Investment Banking
Experience
Credit Suisse First Boston July 2009 - Present
Barclays Capital March 2009 - June 2009
Credit Suisse First Boston March 2008 - January 2009
Citi/Smith Barney January 2000 - January 2008
Schroder & Co. Inc. April 1997 - January 2000
Dean Witter, Discover & Co. December 1996 - March 1997
Gerard Klauer Mattison & Co., LLC May 1996 - November 1996
Bear, Stearns & Co. Inc. August 1993 - May 1996
Dean Witter, Discover & Co. July 1986 - August 1993
E.F. Hutton & Co. Inc. December 1981 - July 1986
Skills
Equity Research, Equities, Investment Banking, Securities, Editing, Research
Education
City University of New York-Herbert H. Lehman College 1974 — 1979
BA, English
Credit Suisse First Boston July 2009 - Present
Barclays Capital March 2009 - June 2009
Credit Suisse First Boston March 2008 - January 2009
Citi/Smith Barney January 2000 - January 2008
Schroder & Co. Inc. April 1997 - January 2000
Dean Witter, Discover & Co. December 1996 - March 1997
Gerard Klauer Mattison & Co., LLC May 1996 - November 1996
Bear, Stearns & Co. Inc. August 1993 - May 1996
Dean Witter, Discover & Co. July 1986 - August 1993
E.F. Hutton & Co. Inc. December 1981 - July 1986
Skills
Equity Research, Equities, Investment Banking, Securities, Editing, Research
Education
City University of New York-Herbert H. Lehman College 1974 — 1979
BA, English
preethi mathukupalli's Credit Suisse First Boston Experience December 2010 - November 2012
Job Sr.QA Manager at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments November 2012 - May 2015
Credit Suisse First Boston December 2010 - November 2012
Premier, Inc. March 2010 - December 2010
Citi October 2008 - February 2010
ODJFS October 2007 - September 2008
Skills
Quality Assurance, SDLC, Agile Methodologies, Test Planning, Software Quality...
Education
Cleveland State University
Fidelity Investments June 2015 - Present
Fidelity Investments November 2012 - May 2015
Credit Suisse First Boston December 2010 - November 2012
Premier, Inc. March 2010 - December 2010
Citi October 2008 - February 2010
ODJFS October 2007 - September 2008
Skills
Quality Assurance, SDLC, Agile Methodologies, Test Planning, Software Quality...
Education
Cleveland State University
Jonathan Veach's Credit Suisse First Boston Experience July 2005 - January 2006
Job Affordable Housing Development
Industry Real Estate
Experience
Monadnock Development July 2015 - Present
NYC Dept. of Housing Preservation and Development August 2013 - June 2015
Urbane Development, LLC May 2013 - August 2013
Urbane Development, LLC May 2012 - August 2012
Evolution Capital Management January 2006 - April 2011
Credit Suisse First Boston July 2005 - January 2006
Skills
Financial Modeling, Portfolio Management, Real Estate Development, Economics, Affordable Housing, Community Development, Strategic Planning, Leadership, Financial Analysis, Project Management, Risk Management, Research, Policy
Education
NYU Schack Institute of Real Estate 2012 — 2013
Certificate in Real Estate Development, Affordable Housing
Columbia University in the City of New York 2011 — 2013
Master of Science (M.S.), Non-Profit/Public/Organizational Management, 3.9
Princeton University 2001 — 2005
AB, Economics
Monadnock Development July 2015 - Present
NYC Dept. of Housing Preservation and Development August 2013 - June 2015
Urbane Development, LLC May 2013 - August 2013
Urbane Development, LLC May 2012 - August 2012
Evolution Capital Management January 2006 - April 2011
Credit Suisse First Boston July 2005 - January 2006
Skills
Financial Modeling, Portfolio Management, Real Estate Development, Economics, Affordable Housing, Community Development, Strategic Planning, Leadership, Financial Analysis, Project Management, Risk Management, Research, Policy
Education
NYU Schack Institute of Real Estate 2012 — 2013
Certificate in Real Estate Development, Affordable Housing
Columbia University in the City of New York 2011 — 2013
Master of Science (M.S.), Non-Profit/Public/Organizational Management, 3.9
Princeton University 2001 — 2005
AB, Economics
Andy Yang's Credit Suisse First Boston Experience July 2004 - August 2004
Job Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young December 2009 - Present
HSBC - North America July 2006 - November 2009
Credit Suisse First Boston July 2004 - August 2004
Skills
Economic Capital, Stress Testing, Basel II, Credit Risk, Enterprise Risk..., Financial Risk, Quantitative Analytics, Financial Modeling, VAR, SAS, Financial Statement...
Education
University of Chicago 2005 — 2006
M.S, Financial Mathematics
Columbia University in the City of New York 2003 — 2005
M.A., Statistics
The Ohio State University - The Max M. Fisher College of Business 2000 — 2003
B.S., Finance, magna cum laude
Ernst & Young December 2009 - Present
HSBC - North America July 2006 - November 2009
Credit Suisse First Boston July 2004 - August 2004
Skills
Economic Capital, Stress Testing, Basel II, Credit Risk, Enterprise Risk..., Financial Risk, Quantitative Analytics, Financial Modeling, VAR, SAS, Financial Statement...
Education
University of Chicago 2005 — 2006
M.S, Financial Mathematics
Columbia University in the City of New York 2003 — 2005
M.A., Statistics
The Ohio State University - The Max M. Fisher College of Business 2000 — 2003
B.S., Finance, magna cum laude
Steve Imparato's Credit Suisse First Boston Experience September 1978 - April 1992
Job Vice President International and Domestic Equity Settlements
Industry Investment Banking
Experience
BNP Paribas July 2010 - Present
Societe Generale May 2010 - July 2010
ABN Amro Inc July 1998 - October 2009
Instinet Corporation October 1996 - July 1998
Lehman Brothers April 1992 - October 1996
Credit Suisse First Boston September 1978 - April 1992
Skills
Management, Fixed Income, Middle Office, Equities, Capital Markets, Prime Brokerage, Financial Services, Back Office, Investments, Derivatives, Investment Banking, Securities, Trading Systems, Securities Lending, Settlement, Banking
Education
City University of New York-Hunter College
BA
BNP Paribas July 2010 - Present
Societe Generale May 2010 - July 2010
ABN Amro Inc July 1998 - October 2009
Instinet Corporation October 1996 - July 1998
Lehman Brothers April 1992 - October 1996
Credit Suisse First Boston September 1978 - April 1992
Skills
Management, Fixed Income, Middle Office, Equities, Capital Markets, Prime Brokerage, Financial Services, Back Office, Investments, Derivatives, Investment Banking, Securities, Trading Systems, Securities Lending, Settlement, Banking
Education
City University of New York-Hunter College
BA
Ehud Gelblum's Credit Suisse First Boston Experience November 1999 - May 2001
Job Managing Director and Head of US Tech Research at Citi
Industry Investment Banking
Experience
Citi November 2013 - Present
Morgan Stanley October 2009 - Present
JPMorgan Chase June 2002 - October 2009
Andor Capital Management May 2001 - May 2002
Credit Suisse First Boston November 1999 - May 2001
Merrill Lynch May 1998 - November 1999
AT&T June 1993 - May 1998
Skills
Hedge Funds, Equities, Capital Markets, Valuation, Securities, Investments, Financial Markets, Financial Modeling, Equity Research, Due Diligence, Alternative Investments, Asset Management, Bloomberg, Corporate Development, Executive Management, Investment Banking, Private Equity, Venture Capital, Portfolio Management
Education
Columbia Engineering 1992 — 1997
Ph.D., Electrical Engineering
University of Pennsylvania - The Wharton School 1986 — 1990
BSE x 2, Electrical Engineering, Finance
Citi November 2013 - Present
Morgan Stanley October 2009 - Present
JPMorgan Chase June 2002 - October 2009
Andor Capital Management May 2001 - May 2002
Credit Suisse First Boston November 1999 - May 2001
Merrill Lynch May 1998 - November 1999
AT&T June 1993 - May 1998
Skills
Hedge Funds, Equities, Capital Markets, Valuation, Securities, Investments, Financial Markets, Financial Modeling, Equity Research, Due Diligence, Alternative Investments, Asset Management, Bloomberg, Corporate Development, Executive Management, Investment Banking, Private Equity, Venture Capital, Portfolio Management
Education
Columbia Engineering 1992 — 1997
Ph.D., Electrical Engineering
University of Pennsylvania - The Wharton School 1986 — 1990
BSE x 2, Electrical Engineering, Finance
Jeff Harlib's Credit Suisse First Boston Experience 1988 - 2003
Job Managing Director High Yield Credit Research
Industry Investment Banking
Experience
Barclays Capital October 2008 - Present
Lehman Brothers June 2003 - October 2008
Credit Suisse First Boston 1988 - 2003
Education
Columbia University - Columbia Business School
MBA, Finance
University of Pennsylvania - The Wharton School
BS-Economics, Accounting
Barclays Capital October 2008 - Present
Lehman Brothers June 2003 - October 2008
Credit Suisse First Boston 1988 - 2003
Education
Columbia University - Columbia Business School
MBA, Finance
University of Pennsylvania - The Wharton School
BS-Economics, Accounting
Bradford Bodine's Credit Suisse First Boston Experience September 1992 - June 2000
Job Principal at Bonneville Multifamily Capital
Industry Commercial Real Estate
Experience
Bonneville Multifamily Capital June 2015 - Present
Canaccord Genuity Group Inc. September 2013 - November 2014
Pierpont Securities October 2012 - September 2013
Cortview Capital Holdings Inc. December 2009 - October 2012
Glenville Partners March 2009 - December 2009
Wachovia Securities September 2004 - March 2009
Barclays Capital January 2000 - January 2004
Credit Suisse First Boston September 1992 - June 2000
CS First Boston 1989 - 2000
First Boston Corporation January 1989 - January 1992
Skills
Fixed Income, Capital Markets, Hedge Funds, Investments, Derivatives, Trading, Securities, Private Equity, Structured Finance, Bonds, High Yield, Management, Financial Services, Portfolio Management, Investment Banking, Mergers & Acquisitions, Asset Management, Alternative Investments, Series 7, Bloomberg, Risk Management, Structured Products, Finance, Due Diligence, Leadership, Financial Analysis, Corporate Finance, Banking, Strategy
Education
Columbia University in the City of New York 1986 — 1988
BA, Economics
Claremont McKenna College 1984 — 1988
BA, Economics
The Collegiate School 1980 — 1984
HS, Focus courses in English, Economics, Math, and Art Histrory.
Bonneville Multifamily Capital June 2015 - Present
Canaccord Genuity Group Inc. September 2013 - November 2014
Pierpont Securities October 2012 - September 2013
Cortview Capital Holdings Inc. December 2009 - October 2012
Glenville Partners March 2009 - December 2009
Wachovia Securities September 2004 - March 2009
Barclays Capital January 2000 - January 2004
Credit Suisse First Boston September 1992 - June 2000
CS First Boston 1989 - 2000
First Boston Corporation January 1989 - January 1992
Skills
Fixed Income, Capital Markets, Hedge Funds, Investments, Derivatives, Trading, Securities, Private Equity, Structured Finance, Bonds, High Yield, Management, Financial Services, Portfolio Management, Investment Banking, Mergers & Acquisitions, Asset Management, Alternative Investments, Series 7, Bloomberg, Risk Management, Structured Products, Finance, Due Diligence, Leadership, Financial Analysis, Corporate Finance, Banking, Strategy
Education
Columbia University in the City of New York 1986 — 1988
BA, Economics
Claremont McKenna College 1984 — 1988
BA, Economics
The Collegiate School 1980 — 1984
HS, Focus courses in English, Economics, Math, and Art Histrory.
Daniel Nissim's Credit Suisse First Boston Experience October 1985 - September 1988
Job IT Business Analyst Supply Chain Planning at Sun Products Corporation
Industry Computer Software
Experience
Sun Products Corporation June 2012 - Present
JDA Software October 2010 - June 2012
Unilever April 2000 - December 2009
Phibro Energy May 1989 - January 1994
Credit Suisse First Boston October 1985 - September 1988
Oppenhiemer & Co. June 1984 - June 1985
Merrill Lynch August 1981 - June 1984
Skills
Business Analysis, Business Process..., Change Management, Cross-functional Team..., Oracle, Project Management, Solution Architecture, Management, Process Improvement, SQL, PL/SQL, Business Process, Visual Basic, Unix, Team Leadership, Microsoft SQL Server, Requirements Analysis, Data Warehousing, Databases, Integration, T-SQL, Supply Chain, IT Strategy, Leadership, AIX, SDLC, Perl, Software Project..., Servers, Software Development
Education
Clark University 1976 — 1980
Sun Products Corporation June 2012 - Present
JDA Software October 2010 - June 2012
Unilever April 2000 - December 2009
Phibro Energy May 1989 - January 1994
Credit Suisse First Boston October 1985 - September 1988
Oppenhiemer & Co. June 1984 - June 1985
Merrill Lynch August 1981 - June 1984
Skills
Business Analysis, Business Process..., Change Management, Cross-functional Team..., Oracle, Project Management, Solution Architecture, Management, Process Improvement, SQL, PL/SQL, Business Process, Visual Basic, Unix, Team Leadership, Microsoft SQL Server, Requirements Analysis, Data Warehousing, Databases, Integration, T-SQL, Supply Chain, IT Strategy, Leadership, AIX, SDLC, Perl, Software Project..., Servers, Software Development
Education
Clark University 1976 — 1980
Brian Effrain's Credit Suisse First Boston Experience July 1999 - February 2000
Job Senior Director of Finance at ADP
Industry Financial Services
Experience
ADP December 2013 - Present
Capital Group September 2008 - December 2013
Barclays Capital September 2005 - June 2008
Mattel April 2001 - April 2003
Homestore March 2000 - April 2001
Credit Suisse First Boston July 1999 - February 2000
Skills
Strategy, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Forecasting, Variance Analysis, Analysis, Budgets, Business Planning, Finance, Investments, Strategic Financial..., Valuation, Asset Management, Financial Planning, Leadership, Management
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
University of Virginia 1995 — 1999
BS, Commerce -- Concentration in Finance & Marketing
ADP December 2013 - Present
Capital Group September 2008 - December 2013
Barclays Capital September 2005 - June 2008
Mattel April 2001 - April 2003
Homestore March 2000 - April 2001
Credit Suisse First Boston July 1999 - February 2000
Skills
Strategy, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Forecasting, Variance Analysis, Analysis, Budgets, Business Planning, Finance, Investments, Strategic Financial..., Valuation, Asset Management, Financial Planning, Leadership, Management
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
University of Virginia 1995 — 1999
BS, Commerce -- Concentration in Finance & Marketing
Pawel Wroblewski's Credit Suisse First Boston Experience 1996 - 1998
Job Director at Global Currents Investment Management
Industry Investment Management
Experience
Global Currents Investment Management September 2008 - Present
Oppenheimer Capital October 2000 - August 2008
CA IB Securities 1998 - 2000
Credit Suisse First Boston 1996 - 1998
Education
Columbia University - Columbia Business School 2007 — 2008
MBA
Warsaw School of Economics 1993 — 1997
MA
Global Currents Investment Management September 2008 - Present
Oppenheimer Capital October 2000 - August 2008
CA IB Securities 1998 - 2000
Credit Suisse First Boston 1996 - 1998
Education
Columbia University - Columbia Business School 2007 — 2008
MBA
Warsaw School of Economics 1993 — 1997
MA
Jacqueline Espinal's Credit Suisse First Boston Experience 2000 - January 2007
Job Management Consultant at JNE Consultants
Industry Management Consulting
Experience
JNE Consultants April 2010 - Present
91 Productions 2007 - Present
Deustche Bank 2008 - 2010
Credit Suisse First Boston 2000 - January 2007
Prudential Securities 1994 - 1997
Kidder Peabody 1992 - 1994
PricewaterhouseCoopers 1990 - 1994
Skills
Strategy, Strategic Partnerships, Leadership, Business Development, Change Management, Project Management, Strategic Planning, Recruiting, Talent Acquisition, Integration, Risk Management, Venture Capital, Strategic Communications, Private Equity, Management Consulting, Stakeholder Engagement, Stakeholder Analysis, Senior Stakeholder..., Process Improvement, Outsourcing Management, Offshore Operations
Education
Columbia University in the City of New York
Finance, Finance
Wellesley College
Political Science
JNE Consultants April 2010 - Present
91 Productions 2007 - Present
Deustche Bank 2008 - 2010
Credit Suisse First Boston 2000 - January 2007
Prudential Securities 1994 - 1997
Kidder Peabody 1992 - 1994
PricewaterhouseCoopers 1990 - 1994
Skills
Strategy, Strategic Partnerships, Leadership, Business Development, Change Management, Project Management, Strategic Planning, Recruiting, Talent Acquisition, Integration, Risk Management, Venture Capital, Strategic Communications, Private Equity, Management Consulting, Stakeholder Engagement, Stakeholder Analysis, Senior Stakeholder..., Process Improvement, Outsourcing Management, Offshore Operations
Education
Columbia University in the City of New York
Finance, Finance
Wellesley College
Political Science
Michal Melamede's Credit Suisse First Boston Experience 1996 - 2003
Job Owner, Metrics Solutions
Industry Information Technology and Services
Experience
Metrics Solutions 2002 - Present
Credit Suisse First Boston 1996 - 2003
Metronome Systems 1996 - 2002
Education
Columbia Engineering
M.S
Stanford University
B.S, Philosophy and Logic of Formal System
Metrics Solutions 2002 - Present
Credit Suisse First Boston 1996 - 2003
Metronome Systems 1996 - 2002
Education
Columbia Engineering
M.S
Stanford University
B.S, Philosophy and Logic of Formal System
Elena Day's Credit Suisse First Boston Experience 1999 - 2000
Job Chief Operating Officer at Ascend Learning Charter Schools
Industry Primary/Secondary Education
Experience
Ascend Learning Charter Schools September 2013 - Present
ROADS Schools December 2011 - August 2013
New York City Charter School Center July 2011 - December 2011
NYC Charter School Center September 2009 - August 2011
Consulting Services January 2003 - September 2009
Morgan Stanley 2000 - 2002
Credit Suisse First Boston 1999 - 2000
Freeman Associates 1996 - 1999
Barra 1990 - 1993
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Wesleyan University 1982 — 1986
BA, Molecular Biology & Biochemistry
Ascend Learning Charter Schools September 2013 - Present
ROADS Schools December 2011 - August 2013
New York City Charter School Center July 2011 - December 2011
NYC Charter School Center September 2009 - August 2011
Consulting Services January 2003 - September 2009
Morgan Stanley 2000 - 2002
Credit Suisse First Boston 1999 - 2000
Freeman Associates 1996 - 1999
Barra 1990 - 1993
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Wesleyan University 1982 — 1986
BA, Molecular Biology & Biochemistry
Donald Laing's Credit Suisse First Boston Experience 1994 - 2003
Job Principal, Equity Client Analytics at Banc of America Securities
Industry Financial Services
Experience
Banc of America Securities 2005 - Present
Computer Horizons 2004 - 2005
Credit Suisse First Boston 1994 - 2003
Credit Suisse 1994 - 2003
Furman Selz Inc 1991 - 1994
First Albany Capital 1987 - 1989
EF Hutton 1980 - 1987
Education
Columbia University - Columbia Business School 1989 — 1991
MA, Management, Operations, International Business
Yale University 1976 — 1980
BA, Economics, Russian and East European Studies
Banc of America Securities 2005 - Present
Computer Horizons 2004 - 2005
Credit Suisse First Boston 1994 - 2003
Credit Suisse 1994 - 2003
Furman Selz Inc 1991 - 1994
First Albany Capital 1987 - 1989
EF Hutton 1980 - 1987
Education
Columbia University - Columbia Business School 1989 — 1991
MA, Management, Operations, International Business
Yale University 1976 — 1980
BA, Economics, Russian and East European Studies
Craig Forbes, CSM's Credit Suisse First Boston Experience 2003 - 2004
Job Senior Program Manager / Data Scientist
Industry Information Technology and Services
Experience
Gordon Analytics January 2014 - Present
New York State Assembly January 2013 - December 2013
Lateral Power 2008 - 2010
UBS Wealth Management 2006 - 2007
State Street 2004 - 2006
Credit Suisse First Boston 2003 - 2004
JP Morgan Chase 2000 - 2002
Skanska 2000 - 2000
AT&T 1999 - 1999
Black & Veatch 1998 - 1998
Skills
Agile Project Management, Agile, Scrum, Business Analysis, Software Project..., Project Portfolio..., Requirements Gathering, PMO, PMP, SDLC, Data Warehousing, Program Management, Business Intelligence, IT Strategy, Risk Management, Project Delivery, User Acceptance Testing, Systems Analysis, Waterfall, MS Project, Virtual Teams, Requirements Analysis, Risk Mitigation, Process Engineering, Data Modeling, Software Development, Application Development, Portfolio Management, Visio, Project Planning, Certified Scrum Master..., Business Requirements, Business Process..., RAD, IT Management, Software Implementation, Quality Assurance, Process Development, Business Process, Certified Project..., Full SDLC, RUP, Project Plans, Vendor Management, Enterprise Architecture, Resource Management, Project Management
Education
Micropower Computer Institute
OCP DBA, Oracle 8i/9i Certified Professional (OCP) DBA
Columbia Engineering 2000 — 2002
MS Cert., Engineering & Management Systems
Fordham University 1996 — 2000
Bachelors of Science, Engineering and Mathematics
Gordon Analytics January 2014 - Present
New York State Assembly January 2013 - December 2013
Lateral Power 2008 - 2010
UBS Wealth Management 2006 - 2007
State Street 2004 - 2006
Credit Suisse First Boston 2003 - 2004
JP Morgan Chase 2000 - 2002
Skanska 2000 - 2000
AT&T 1999 - 1999
Black & Veatch 1998 - 1998
Skills
Agile Project Management, Agile, Scrum, Business Analysis, Software Project..., Project Portfolio..., Requirements Gathering, PMO, PMP, SDLC, Data Warehousing, Program Management, Business Intelligence, IT Strategy, Risk Management, Project Delivery, User Acceptance Testing, Systems Analysis, Waterfall, MS Project, Virtual Teams, Requirements Analysis, Risk Mitigation, Process Engineering, Data Modeling, Software Development, Application Development, Portfolio Management, Visio, Project Planning, Certified Scrum Master..., Business Requirements, Business Process..., RAD, IT Management, Software Implementation, Quality Assurance, Process Development, Business Process, Certified Project..., Full SDLC, RUP, Project Plans, Vendor Management, Enterprise Architecture, Resource Management, Project Management
Education
Micropower Computer Institute
OCP DBA, Oracle 8i/9i Certified Professional (OCP) DBA
Columbia Engineering 2000 — 2002
MS Cert., Engineering & Management Systems
Fordham University 1996 — 2000
Bachelors of Science, Engineering and Mathematics
Phyllis Hodges's Credit Suisse First Boston Experience September 2001 - May 2008
Job
Industry Nonprofit Organization Management
Experience
The Children's Center, Inc. August 2014 - Present
MSLBC Cruises May 2015 - Present
McRoberts Protective Agency, Inc. June 2014 - April 2015
Self-Employed July 2013 - December 2013
University of Texas Medical Branch June 2008 - July 2013
Credit Suisse First Boston September 2001 - May 2008
National Urban League March 1995 - June 2000
United Negro College Fund March 1992 - April 1995
Skills
Nonprofits, Prospect Research,..., Information Library..., Professional Mentoring, Public Speaking, Fundraising, Leadership, Prospect Research, Research, Strategy, Management, Grant Writing, Budgets, Program Development, Volunteer Management, Community Outreach, Project Planning, Grants, Proposal Writing, Market Research, CRM, Data Analysis, Library, Program Evaluation, Philanthropy, Higher Education, Staff Development, Editing, Teaching, Employee Training, Interviews, Training, Policy, Leadership Development
Education
Pratt Institute
M.S., Information Library Science
City University of New York-John Jay College of Criminal Justice
B.S., Criminal Justice Planning & Administration
Kingsborough Community College
A.S., Biology
The Children's Center, Inc. August 2014 - Present
MSLBC Cruises May 2015 - Present
McRoberts Protective Agency, Inc. June 2014 - April 2015
Self-Employed July 2013 - December 2013
University of Texas Medical Branch June 2008 - July 2013
Credit Suisse First Boston September 2001 - May 2008
National Urban League March 1995 - June 2000
United Negro College Fund March 1992 - April 1995
Skills
Nonprofits, Prospect Research,..., Information Library..., Professional Mentoring, Public Speaking, Fundraising, Leadership, Prospect Research, Research, Strategy, Management, Grant Writing, Budgets, Program Development, Volunteer Management, Community Outreach, Project Planning, Grants, Proposal Writing, Market Research, CRM, Data Analysis, Library, Program Evaluation, Philanthropy, Higher Education, Staff Development, Editing, Teaching, Employee Training, Interviews, Training, Policy, Leadership Development
Education
Pratt Institute
M.S., Information Library Science
City University of New York-John Jay College of Criminal Justice
B.S., Criminal Justice Planning & Administration
Kingsborough Community College
A.S., Biology
Laura Maggos Finch's Credit Suisse First Boston Experience 1998 - 2000
Job PR/Corporate Communications Specialist
Industry Public Relations and Communications
Experience
Credit Suisse First Boston 1998 - 2000
JP Morgan 1996 - 1998
Salomon Brothers 1989 - 1996
Education
Columbia University in the City of New York
BA, Political Science
Credit Suisse First Boston 1998 - 2000
JP Morgan 1996 - 1998
Salomon Brothers 1989 - 1996
Education
Columbia University in the City of New York
BA, Political Science
Ted Boschen's Credit Suisse First Boston Experience 1991 - 1995
Job Financial Services Representative at New York Life
Industry Financial Services
Experience
New York Life Humanitarian Affairs OfficerUnited Nations Secretariat1998 - 2000
Credit Suisse First Boston 1991 - 1995
Education
Columbia University - School of International and Public Affairs
M.I.A., International Business, Economic/Political Analysis
New York Life Humanitarian Affairs OfficerUnited Nations Secretariat1998 - 2000
Credit Suisse First Boston 1991 - 1995
Education
Columbia University - School of International and Public Affairs
M.I.A., International Business, Economic/Political Analysis
Pamela Hemmings's Credit Suisse First Boston Experience July 1999 - June 2004
Job Entrepreneur/Independent Associate at Viridian and Melaleuca
Industry Management Consulting
Experience
Independent Associate - Viridian; Marketing Exec - Melaleuca April 2013 - Present
Pam Hemmings/Banhem Associates March 2010 - November 2012
Consulting Alliance 2005 - November 2012
Banhem Associates July 2004 - November 2012
Credit Suisse First Boston July 1999 - June 2004
Skills
Strategy, Leadership, Training, Management Consulting, Management, Business Planning, New Business Development, Budgets, Business Analysis, Sales, Analysis, Editing, Research, Forecasting, Entrepreneurship, Interviews, Strategic Planning, Writing, Business Strategy, Mergers, Coaching, Investments, Project Planning, Due Diligence
Education
City University of New York-Hunter College 1969 — 1973
BA, History
Independent Associate - Viridian; Marketing Exec - Melaleuca April 2013 - Present
Pam Hemmings/Banhem Associates March 2010 - November 2012
Consulting Alliance 2005 - November 2012
Banhem Associates July 2004 - November 2012
Credit Suisse First Boston July 1999 - June 2004
Skills
Strategy, Leadership, Training, Management Consulting, Management, Business Planning, New Business Development, Budgets, Business Analysis, Sales, Analysis, Editing, Research, Forecasting, Entrepreneurship, Interviews, Strategic Planning, Writing, Business Strategy, Mergers, Coaching, Investments, Project Planning, Due Diligence
Education
City University of New York-Hunter College 1969 — 1973
BA, History
Gary Wilhelm's Credit Suisse First Boston Experience July 1998 - June 1999
Job Senior Consultant, Qittitut Consulting
Industry Oil & Energy
Experience
Qittitut Consulting September 2012 - Present
NPV Consulting December 2003 - Present
SCF Partners December 2001 - December 2003
Morgan Stanley June 1999 - December 2001
Credit Suisse First Boston July 1998 - June 1999
Bankers Trust Company July 1989 - August 1995
Skills
Business Strategy, Energy
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, International Business
Duke University 1985 — 1989
Bachelor of Science (BS), Mathematics, Economics (BA)
Qittitut Consulting September 2012 - Present
NPV Consulting December 2003 - Present
SCF Partners December 2001 - December 2003
Morgan Stanley June 1999 - December 2001
Credit Suisse First Boston July 1998 - June 1999
Bankers Trust Company July 1989 - August 1995
Skills
Business Strategy, Energy
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, International Business
Duke University 1985 — 1989
Bachelor of Science (BS), Mathematics, Economics (BA)
Alan Janna's Credit Suisse First Boston Experience 2000 - 2002
Job Independent
Industry Investment Management
Experience
Self-Employed 2013 - Present
Tempus Quo 2008 - 2012
Credit Suisse 2002 - 2007
Credit Suisse First Boston 2000 - 2002
DLJ 2000 - 2000
Enron 1999 - 2000
Gobernacion del Atlantico January 1996 - November 1997
Skills
Leveraged Finance, Investment Banking, Equities, Credit Analysis, Emerging Markets, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Financial Analysis, Underwriting, High Yield, Principal Investing, LBO
Education
Columbia University - Columbia Business School 1998 — 1999
MBA
Georgia Institute of Technology 1990 — 1991
MSIE, Industrial Engineering
Georgia Institute of Technology 1986 — 1989
BIE
Self-Employed 2013 - Present
Tempus Quo 2008 - 2012
Credit Suisse 2002 - 2007
Credit Suisse First Boston 2000 - 2002
DLJ 2000 - 2000
Enron 1999 - 2000
Gobernacion del Atlantico January 1996 - November 1997
Skills
Leveraged Finance, Investment Banking, Equities, Credit Analysis, Emerging Markets, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Financial Analysis, Underwriting, High Yield, Principal Investing, LBO
Education
Columbia University - Columbia Business School 1998 — 1999
MBA
Georgia Institute of Technology 1990 — 1991
MSIE, Industrial Engineering
Georgia Institute of Technology 1986 — 1989
BIE
Christine Camacho Esq.'s Credit Suisse First Boston Experience 1997 - 1999
Job Family Law Attorney at Butler, Quinn & Hochman
Industry Law Practice
Experience
Butler, Quinn & Hochman August 2015 - Present
Law Offices of Christine Camacho April 2012 - Present
Catholic Social Services of the Diocese of Charlotte, Charlotte, NC October 2011 - March 2012
Justice for Our Neighbors November 2010 - November 2011
Mecklenburg county public defenders office 2011 - 2011
Credit Suisse First Boston 1997 - 1999
Skills
Legal Research, Criminal Law, Legal Issues, Legal Assistance, Courts, Lexis, Immigration Law, Legal Advice, Trials, Criminal Defense, Document Review, Hearings, Legal Documents, Pleadings, Legal Writing, Litigation
Education
Charlotte School of Law 2008 — 2012
J.D., Law, Graduate
City University of New York-John Jay College of Criminal Justice 1988 — 1995
B.S, Legal Studies
Butler, Quinn & Hochman August 2015 - Present
Law Offices of Christine Camacho April 2012 - Present
Catholic Social Services of the Diocese of Charlotte, Charlotte, NC October 2011 - March 2012
Justice for Our Neighbors November 2010 - November 2011
Mecklenburg county public defenders office 2011 - 2011
Credit Suisse First Boston 1997 - 1999
Skills
Legal Research, Criminal Law, Legal Issues, Legal Assistance, Courts, Lexis, Immigration Law, Legal Advice, Trials, Criminal Defense, Document Review, Hearings, Legal Documents, Pleadings, Legal Writing, Litigation
Education
Charlotte School of Law 2008 — 2012
J.D., Law, Graduate
City University of New York-John Jay College of Criminal Justice 1988 — 1995
B.S, Legal Studies
Brad Adams's Credit Suisse First Boston Experience 1995 - 1997
Job investor
Industry Investment Management
Experience
Crispin Capital 2014 - Present
Chilton Investment Company 1999 - December 2013
Credit Suisse First Boston 1995 - 1997
Ernst & Young 1991 - 1995
Skills
Alternative Investments, Asset Management, Bloomberg, Due Diligence, Equities, Derivatives, Equity Research, Financial Modeling, Hedge Funds, Investments, Mergers, Portfolio Management, Venture Capital, Valuation
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Business
Rutgers University-New Brunswick 1987 — 1991
BS, Accounting
North hunterdon high school 1983 — 1987
Crispin Capital 2014 - Present
Chilton Investment Company 1999 - December 2013
Credit Suisse First Boston 1995 - 1997
Ernst & Young 1991 - 1995
Skills
Alternative Investments, Asset Management, Bloomberg, Due Diligence, Equities, Derivatives, Equity Research, Financial Modeling, Hedge Funds, Investments, Mergers, Portfolio Management, Venture Capital, Valuation
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Business
Rutgers University-New Brunswick 1987 — 1991
BS, Accounting
North hunterdon high school 1983 — 1987
Barbara Ormerod-Glynn's Credit Suisse First Boston Experience February 2002 - November 2002
Job Director at Greenwich Library
Industry Libraries
Experience
Greenwich Library March 2014 - Present
Greenwich Library January 2005 - February 2014
Greenwich Library November 2002 - December 2004
Credit Suisse First Boston February 2002 - November 2002
Marakon Associates 1999 - 2002
The Investext Group (A Thomson Financial Company) 1995 - 1999
Morgan Stanley 1976 - 1995
Skills
Strategic Planning, Management Consulting, Market Research, Management, Competitive Analysis, Public Speaking, Competitive Intelligence, Leadership, Public Relations, Vendor Management, Business Analysis, Finance, Nonprofits
Education
College of Mount Saint Vincent
BA, English Lit
Columbia Univ., School of Library Service
MLS, Library Service
Greenwich Library March 2014 - Present
Greenwich Library January 2005 - February 2014
Greenwich Library November 2002 - December 2004
Credit Suisse First Boston February 2002 - November 2002
Marakon Associates 1999 - 2002
The Investext Group (A Thomson Financial Company) 1995 - 1999
Morgan Stanley 1976 - 1995
Skills
Strategic Planning, Management Consulting, Market Research, Management, Competitive Analysis, Public Speaking, Competitive Intelligence, Leadership, Public Relations, Vendor Management, Business Analysis, Finance, Nonprofits
Education
College of Mount Saint Vincent
BA, English Lit
Columbia Univ., School of Library Service
MLS, Library Service
Alan Sheriff's Credit Suisse First Boston Experience January 1992 - March 2005
Job Founder/CoCEO, Solebury Capital LLC
Industry Investment Banking
Experience
Solebury Capital March 2005 - Present
Credit Suisse First Boston January 1992 - March 2005
Salomon Brothers Inc July 1983 - December 1991
Education
Columbia University - School of International and Public Affairs 1981 — 1983
MPA
University of Rochester 1977 — 1981
B.A., Political Science
University of Pennsylvania - The Wharton School
Fellows Program
Solebury Capital March 2005 - Present
Credit Suisse First Boston January 1992 - March 2005
Salomon Brothers Inc July 1983 - December 1991
Education
Columbia University - School of International and Public Affairs 1981 — 1983
MPA
University of Rochester 1977 — 1981
B.A., Political Science
University of Pennsylvania - The Wharton School
Fellows Program
Parker Phillips's Credit Suisse First Boston Experience June 1995 - August 1995
Job Analyst at Bondurant Management, LLC
Industry Investment Management
Experience
Bondurant Management, LLC October 1999 - Present
Schroder & Co. June 1997 - October 2000
JP Morgan 1996 - 1997
Credit Suisse First Boston June 1995 - August 1995
Mills Morris Arrow, Inc. 1992 - 1994
Spin Magazine 1989 - 1991
Education
Columbia University - School of International and Public Affairs 1996 — 1997
MIA
Columbia University - Columbia Business School 1994 — 1996
MBA
Stanford University 1985 — 1989
AB, History, English
MUS
Bondurant Management, LLC October 1999 - Present
Schroder & Co. June 1997 - October 2000
JP Morgan 1996 - 1997
Credit Suisse First Boston June 1995 - August 1995
Mills Morris Arrow, Inc. 1992 - 1994
Spin Magazine 1989 - 1991
Education
Columbia University - School of International and Public Affairs 1996 — 1997
MIA
Columbia University - Columbia Business School 1994 — 1996
MBA
Stanford University 1985 — 1989
AB, History, English
MUS
Jolly Desai's Credit Suisse First Boston Experience 2002 - 2008
Job Controller
Industry Accounting
Experience
SeatAdvisor November 2008 - Present
Credit Suisse First Boston 2002 - 2008
Skills
Financial Reporting, SEC filings, Account Reconciliation, Accounting, GAAP, Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Financial Modeling, Internal Controls, Financial Analysis, Strategic Financial..., Finance, Management, Financial Planning
Education
City University of New York-Hunter College 2006 — 2007
M.A., Art History
Seton Hall University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Seton Hall University
B.S., Accounting
SeatAdvisor November 2008 - Present
Credit Suisse First Boston 2002 - 2008
Skills
Financial Reporting, SEC filings, Account Reconciliation, Accounting, GAAP, Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Financial Modeling, Internal Controls, Financial Analysis, Strategic Financial..., Finance, Management, Financial Planning
Education
City University of New York-Hunter College 2006 — 2007
M.A., Art History
Seton Hall University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Seton Hall University
B.S., Accounting
Robert Alavarces's Credit Suisse First Boston Experience September 1996 - November 2001
Job Analyst at Nomura Securities
Industry Financial Services
Experience
Nomura Securities October 2013 - Present
NeoNet Securities October 2010 - October 2012
RBS Greenwich Capital November 2001 - December 2010
ABN Amro 2001 - 2008
ABN Amro Inc / RBS Securities Inc 2001 - 2008
Credit Suisse First Boston September 1996 - November 2001
Bank of Tokyo-Mitsubishi January 1996 - August 1996
Mabon Securities Corporation March 1994 - March 1995
RMJ Securities October 1986 - January 1994
Skills
DTC, Settlements, Reconciliation, Fixed Income, Equities, Excel, Lotus Notes, Euroclear, Settlement, Mutual Funds, Back Office, Trading, Microsoft Excel, Account Reconciliation, Securities, Prime Brokerage, Bloomberg
Education
City University of New York-College of Staten Island 1985 — 1986
Finance & Business Administration
Nomura Securities October 2013 - Present
NeoNet Securities October 2010 - October 2012
RBS Greenwich Capital November 2001 - December 2010
ABN Amro 2001 - 2008
ABN Amro Inc / RBS Securities Inc 2001 - 2008
Credit Suisse First Boston September 1996 - November 2001
Bank of Tokyo-Mitsubishi January 1996 - August 1996
Mabon Securities Corporation March 1994 - March 1995
RMJ Securities October 1986 - January 1994
Skills
DTC, Settlements, Reconciliation, Fixed Income, Equities, Excel, Lotus Notes, Euroclear, Settlement, Mutual Funds, Back Office, Trading, Microsoft Excel, Account Reconciliation, Securities, Prime Brokerage, Bloomberg
Education
City University of New York-College of Staten Island 1985 — 1986
Finance & Business Administration
Stephen Finocchi's Credit Suisse First Boston Experience September 2003 - December 2006
Job Vice President, High Yield & Derivatives Trading at Loomis, Sayles and Company
Industry Financial Services
Experience
Loomis, Sayles & Company May 2011 - Present
State Street December 2009 - April 2011
Credit Suisse September 2003 - August 2008
Credit Suisse First Boston September 2003 - December 2006
Skills
Fixed Income, Equities, Trading, Credit Derivatives, Investments, Options, Structured Finance, High Yield, Bloomberg, Hedge Funds, Derivatives, Asset Management, Alternative Investments, Bonds
Education
The University of Chicago 2002 — 2003
M.S., Financial Mathematics
College of the Holy Cross 1998 — 2002
B.A., Mathematics
Loomis, Sayles & Company May 2011 - Present
State Street December 2009 - April 2011
Credit Suisse September 2003 - August 2008
Credit Suisse First Boston September 2003 - December 2006
Skills
Fixed Income, Equities, Trading, Credit Derivatives, Investments, Options, Structured Finance, High Yield, Bloomberg, Hedge Funds, Derivatives, Asset Management, Alternative Investments, Bonds
Education
The University of Chicago 2002 — 2003
M.S., Financial Mathematics
College of the Holy Cross 1998 — 2002
B.A., Mathematics
Schiffman Robert's Credit Suisse First Boston Experience 2000 - Present
Job Head of U.S. Investment Grade Research
Industry Financial Services
Experience
Credit Suisse November 2000 - Present
Credit Suisse First Boston 2000 - Present
Donaldson, Lufkin & Jenrette June 1994 - November 2000
Skills
Fixed Income, Fixed Income Research, Investments, Analysis, High Yield, Credit Derivatives, Corporate Credit, Leveraged Finance, Hedge Funds, Bonds, Debt, Equity Derivatives, Asset Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance/Accounting
Cornell University 1986 — 1990
BS, Finance/Accounting
Credit Suisse November 2000 - Present
Credit Suisse First Boston 2000 - Present
Donaldson, Lufkin & Jenrette June 1994 - November 2000
Skills
Fixed Income, Fixed Income Research, Investments, Analysis, High Yield, Credit Derivatives, Corporate Credit, Leveraged Finance, Hedge Funds, Bonds, Debt, Equity Derivatives, Asset Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance/Accounting
Cornell University 1986 — 1990
BS, Finance/Accounting
Steve Wiesner's Credit Suisse First Boston Experience November 2000 - January 2002
Job Changing the way missioncritical documents are shared and managed as CEO of Peloton Document Solutions.
Industry Computer Software
Experience
Peloton Document Solutions September 2012 - Present
Evergreen Pacific Partners September 2009 - September 2012
Lincoln International June 2006 - September 2009
Zuma Capital Partners March 2002 - June 2006
Credit Suisse First Boston November 2000 - January 2002
Donaldson, Lufkin & Jenrette June 1995 - November 2000
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Western University 1988 — 1992
BA, Political Science
Peloton Document Solutions September 2012 - Present
Evergreen Pacific Partners September 2009 - September 2012
Lincoln International June 2006 - September 2009
Zuma Capital Partners March 2002 - June 2006
Credit Suisse First Boston November 2000 - January 2002
Donaldson, Lufkin & Jenrette June 1995 - November 2000
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Western University 1988 — 1992
BA, Political Science
Christine Vitols's Credit Suisse First Boston Experience November 2001 - March 2005
Job
Industry Financial Services
Experience
Societe Generale March 2010 - March 2012
Goldman Sachs March 2005 - December 2008
Credit Suisse First Boston November 2001 - March 2005
Pershing July 1999 - November 2001
Skills
Hedge Funds, Fixed Income, Equities, Trading, Securities Lending, Relationship Management, Prime Brokerage, Securities
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, International Markets
Cornell University 1995 — 1999
BS, Business and Marketing
Societe Generale March 2010 - March 2012
Goldman Sachs March 2005 - December 2008
Credit Suisse First Boston November 2001 - March 2005
Pershing July 1999 - November 2001
Skills
Hedge Funds, Fixed Income, Equities, Trading, Securities Lending, Relationship Management, Prime Brokerage, Securities
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, International Markets
Cornell University 1995 — 1999
BS, Business and Marketing
Bill Sims's Credit Suisse First Boston Experience October 1999 - October 2000
Job Director at Telsey Advisory Group
Industry Investment Banking
Experience
Telsey Advisory Group June 2014 - May 2015
Citi Global Markets October 2000 - December 2013
Citigroup Global Markets October 2000 - December 2007
Credit Suisse First Boston October 1999 - October 2000
Goldman Sachs & Co. August 1997 - September 1999
Skills
Equities, Equity Research, Hedge Funds, Capital Markets, Bloomberg, Investment Banking, Derivatives, Fixed Income, Emerging Markets, Financial Markets, Structured Products, Equity Trading, Securities, Trading, Valuation, Financial Modeling, Equity Valuation, Series 7, Alternative Investments, Equity Derivatives, Private Equity, Financial Analysis, DCF, Retail, Consumer Products, Investor Relations, Equity Product..., Specialty Sales, Desk Analyst, Strategy, Long/Short Equity, Investments, Portfolio Management
Education
Columbia University in the City of New York 1995 — 1997
MIA, International Finance & Business
Cornell University 1991 — 1995
BS, Economics & Industrial Relations
London School of Economics and Political Science 1993 — 1994
Certificate, International Accounting & Finance
Telsey Advisory Group June 2014 - May 2015
Citi Global Markets October 2000 - December 2013
Citigroup Global Markets October 2000 - December 2007
Credit Suisse First Boston October 1999 - October 2000
Goldman Sachs & Co. August 1997 - September 1999
Skills
Equities, Equity Research, Hedge Funds, Capital Markets, Bloomberg, Investment Banking, Derivatives, Fixed Income, Emerging Markets, Financial Markets, Structured Products, Equity Trading, Securities, Trading, Valuation, Financial Modeling, Equity Valuation, Series 7, Alternative Investments, Equity Derivatives, Private Equity, Financial Analysis, DCF, Retail, Consumer Products, Investor Relations, Equity Product..., Specialty Sales, Desk Analyst, Strategy, Long/Short Equity, Investments, Portfolio Management
Education
Columbia University in the City of New York 1995 — 1997
MIA, International Finance & Business
Cornell University 1991 — 1995
BS, Economics & Industrial Relations
London School of Economics and Political Science 1993 — 1994
Certificate, International Accounting & Finance
Chitra Narasimhan's Credit Suisse First Boston Experience 1994 - 1997
Job Managing Director, Citi Ventures
Industry Financial Services
Experience
Citi Ventures January 2012 - Present
American Express September 2010 - December 2011
American Express June 2003 - September 2010
American Express 2000 - 2002
Credit Suisse First Boston 1994 - 1997
Credit Suisse First Boston 1992 - 1994
Skills
Financial Modeling, Financial Services, Valuation, Due Diligence, Corporate Development, Venture Capital, Strategy, M&A experience, Digital Strategy, Business Development, Private Equity, Credit Cards, Entrepreneurship, Investments, Investment Banking, Strategic Partnerships
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Dartmouth College 1988 — 1992
B.A., Goverment
Citi Ventures January 2012 - Present
American Express September 2010 - December 2011
American Express June 2003 - September 2010
American Express 2000 - 2002
Credit Suisse First Boston 1994 - 1997
Credit Suisse First Boston 1992 - 1994
Skills
Financial Modeling, Financial Services, Valuation, Due Diligence, Corporate Development, Venture Capital, Strategy, M&A experience, Digital Strategy, Business Development, Private Equity, Credit Cards, Entrepreneurship, Investments, Investment Banking, Strategic Partnerships
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Dartmouth College 1988 — 1992
B.A., Goverment
Larry Parmit's Credit Suisse First Boston Experience May 2006 - March 2007
Job Managing Partner at Lair Lounge and Restaurant
Industry Financial Services
Experience
HSBC September 2013 - Present
HSBC Securities December 2007 - June 2009
Deutsche Bank Securities March 2007 - November 2007
Credit Suisse First Boston May 2006 - March 2007
Hudson Capital Group November 2005 - April 2006
Skills
Investments, Equities, Trading, Options, Securities, Financial Risk
Education
City University of New York-College of Staten Island 2000 — 2004
BS, Finance and Economics
Pace University 1999 — 2000
HSBC September 2013 - Present
HSBC Securities December 2007 - June 2009
Deutsche Bank Securities March 2007 - November 2007
Credit Suisse First Boston May 2006 - March 2007
Hudson Capital Group November 2005 - April 2006
Skills
Investments, Equities, Trading, Options, Securities, Financial Risk
Education
City University of New York-College of Staten Island 2000 — 2004
BS, Finance and Economics
Pace University 1999 — 2000
Chris Hume, CFA's Credit Suisse First Boston Experience 1997 - 2001
Job Vice President at Assurant
Industry Financial Services
Experience
Assurant November 2012 - Present
PineBridge Investments March 2012 - November 2012
Citi Capital Advisors November 2007 - March 2012
Credit Suisse 2003 - 2007
Credit Suisse First Boston 1997 - 2001
SNL Financial 1995 - 1997
Skills
Financial Modeling, Hedge Funds, Fixed Income, Alternative Investments, Capital Markets, Equities, Corporate Finance, Investment Banking, Equity Research, Portfolio Management, Valuation, Bonds, Asset Managment, Bloomberg
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Virginia 1991 — 1995
BA, Economics, History
St. Anselm's
Assurant November 2012 - Present
PineBridge Investments March 2012 - November 2012
Citi Capital Advisors November 2007 - March 2012
Credit Suisse 2003 - 2007
Credit Suisse First Boston 1997 - 2001
SNL Financial 1995 - 1997
Skills
Financial Modeling, Hedge Funds, Fixed Income, Alternative Investments, Capital Markets, Equities, Corporate Finance, Investment Banking, Equity Research, Portfolio Management, Valuation, Bonds, Asset Managment, Bloomberg
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Virginia 1991 — 1995
BA, Economics, History
St. Anselm's
Kevin Chin's Credit Suisse First Boston Experience 1988 - 1989
Job Senior Vice President Chief Investment Officer & Portfolio Manager at Keeley Asset Management
Industry Investment Management
Experience
Keeley Asset Management 2013 - Present
Cramer Rosenthal McGlynn 1989 - 2012
Credit Suisse First Boston 1988 - 1989
Morgan Stanley 1986 - 1988
Skills
Portfolio Management, Equity Research, Equity Valuation, Equity Trading, Venture Capital, Private Equity
Education
Columbia University in the City of New York 1982 — 1986
Bachelor of Applied Science (BASc), Electrical, Electronics and Communications Engineering
Keeley Asset Management 2013 - Present
Cramer Rosenthal McGlynn 1989 - 2012
Credit Suisse First Boston 1988 - 1989
Morgan Stanley 1986 - 1988
Skills
Portfolio Management, Equity Research, Equity Valuation, Equity Trading, Venture Capital, Private Equity
Education
Columbia University in the City of New York 1982 — 1986
Bachelor of Applied Science (BASc), Electrical, Electronics and Communications Engineering
Brian Kerester's Credit Suisse First Boston Experience April 1984 - July 1986
Job Partner at Wood Warren & Co.
Industry Investment Banking
Experience
Wood Warren & Co. August 2010 - Present
Glaucon Capital Parters 2003 - 2010
Collabria 2000 - 2001
Distribution Dynamics January 1997 - October 1999
McCown De Leeuw & Co 1988 - 1996
Credit Suisse First Boston April 1984 - July 1986
Bankers Trust Company August 1981 - March 1984
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Management
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Finance & Marketing
University School 1972 — 1977
Wood Warren & Co. August 2010 - Present
Glaucon Capital Parters 2003 - 2010
Collabria 2000 - 2001
Distribution Dynamics January 1997 - October 1999
McCown De Leeuw & Co 1988 - 1996
Credit Suisse First Boston April 1984 - July 1986
Bankers Trust Company August 1981 - March 1984
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Management
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Finance & Marketing
University School 1972 — 1977
Daniel More's Credit Suisse First Boston Experience July 1983 - November 1993
Job Board Member SJW Corp, Saeta Yield & the NYISO
Industry Investment Banking
Experience
SJW Corp. April 2015 - Present
Saeta Yield, S.A. January 2015 - Present
New York Independent System Operator (NYISO) April 2014 - Present
DBM Capital LLC April 2014 - Present
Morgan Stanley November 1993 - March 2014
Credit Suisse First Boston July 1983 - November 1993
Skills
Private Equity, Strategy, Mergers, Mergers & Acquisitions, Energy, Renewable Energy, Venture Capital, Emerging Markets, Investments, Due Diligence, Corporate Finance, Equities, Trading, Solar Energy, Financial Modeling, Leadership, Valuation, Management, Investment Banking, Capital Markets, Electricity Markets, Corporate Development
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Colby College 1974 — 1978
BA, Economics
SJW Corp. April 2015 - Present
Saeta Yield, S.A. January 2015 - Present
New York Independent System Operator (NYISO) April 2014 - Present
DBM Capital LLC April 2014 - Present
Morgan Stanley November 1993 - March 2014
Credit Suisse First Boston July 1983 - November 1993
Skills
Private Equity, Strategy, Mergers, Mergers & Acquisitions, Energy, Renewable Energy, Venture Capital, Emerging Markets, Investments, Due Diligence, Corporate Finance, Equities, Trading, Solar Energy, Financial Modeling, Leadership, Valuation, Management, Investment Banking, Capital Markets, Electricity Markets, Corporate Development
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Colby College 1974 — 1978
BA, Economics
Geoff Manna's Credit Suisse First Boston Experience 1999 - 2004
Job Board Member
Industry Investment Banking
Experience
. October 2013 - Present
Flying Point Capital, LLC 2013 - Present
Manna Capital Partners, LP 2008 - Present
Manna Consulting 2008 - Present
The Royal Bank of Scotland 2006 - 2008
BNP Paribas 2004 - 2006
Credit Suisse First Boston 1999 - 2004
Deutsche Bank 1995 - 1999
U S WEST Capital 1991 - 1994
KPMG Peat Marwick 1983 - 1991
Skills
Investment Banking, Investments, Mergers & Acquisitions, Equities, Venture Capital, Due Diligence, Leveraged Finance, Securities, Financial Services
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Villanova University 1979 — 1983
BS, Accounting
. October 2013 - Present
Flying Point Capital, LLC 2013 - Present
Manna Capital Partners, LP 2008 - Present
Manna Consulting 2008 - Present
The Royal Bank of Scotland 2006 - 2008
BNP Paribas 2004 - 2006
Credit Suisse First Boston 1999 - 2004
Deutsche Bank 1995 - 1999
U S WEST Capital 1991 - 1994
KPMG Peat Marwick 1983 - 1991
Skills
Investment Banking, Investments, Mergers & Acquisitions, Equities, Venture Capital, Due Diligence, Leveraged Finance, Securities, Financial Services
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Villanova University 1979 — 1983
BS, Accounting
Steve Prussman's Credit Suisse First Boston Experience 2003 - 2005
Job Manager Institutional Portfolio Administration
Industry Financial Services
Experience
Lord Abbett May 2005 - Present
Credit Suisse First Boston 2003 - 2005
JPMorgan Chase January 2002 - April 2003
Skills
Asset Managment, Asset Management, Bloomberg, Financial Services, Fixed Income, Investments, MBS, Mutual Funds, Securities, Equities, Financial Analysis, Derivatives
Education
City University of New York-Brooklyn College 1996 — 2001
Bachelors, Business Management Finance
Lord Abbett May 2005 - Present
Credit Suisse First Boston 2003 - 2005
JPMorgan Chase January 2002 - April 2003
Skills
Asset Managment, Asset Management, Bloomberg, Financial Services, Fixed Income, Investments, MBS, Mutual Funds, Securities, Equities, Financial Analysis, Derivatives
Education
City University of New York-Brooklyn College 1996 — 2001
Bachelors, Business Management Finance
Omar Fonteboa's Credit Suisse First Boston Experience 2000 - 2002
Job Category Manager/SME, Category Management Facilities
Industry Financial Services
Experience
Pfizer Inc. June 2004 - October 2011
Lehman Brothers January 2003 - June 2004
Roberto Coin Ltd July 2000 - November 2002
Credit Suisse First Boston 2000 - 2002
Roberto Coin Ltd. February 2000 - July 2000
Textile Home Classics April 1997 - February 2000
Education
Columbia College (NY)
Bachelor of Science (BS), Psychology
Pfizer Inc. June 2004 - October 2011
Lehman Brothers January 2003 - June 2004
Roberto Coin Ltd July 2000 - November 2002
Credit Suisse First Boston 2000 - 2002
Roberto Coin Ltd. February 2000 - July 2000
Textile Home Classics April 1997 - February 2000
Education
Columbia College (NY)
Bachelor of Science (BS), Psychology
Jonathan Lemco's Credit Suisse First Boston Experience February 1996 - 1998
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard July 2000 - Present
Consultant to the Government of Canada, US Depts. of State and Defense, and to the Republic of Korea 1998 - 2000
Credit Suisse First Boston February 1996 - 1998
National Policy Association 1989 - 1994
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 - 1994
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) July 1985 - 1989
Three Canadian Universities 1982 - 1985
Skills
Asset Management, Fixed Income, Capital Markets, Investments, Equities, Portfolio Management, Bonds, Financial Modeling, Hedge Funds, Derivatives, Finance, Mutual Funds, Asset Managment, Bloomberg, Series 63, Series 7, Asset Allocation, Valuation, Strategy, Alternative Investments, Emerging Markets
Education
University of Rochester 1977 — 1982
Ph. D., Political Science
Clark University 1975 — 1977
Bachelor of Arts (B.A.)
Vanier College 1973 — 1975
D.C.S.
Vanguard July 2000 - Present
Consultant to the Government of Canada, US Depts. of State and Defense, and to the Republic of Korea 1998 - 2000
Credit Suisse First Boston February 1996 - 1998
National Policy Association 1989 - 1994
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 - 1994
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) July 1985 - 1989
Three Canadian Universities 1982 - 1985
Skills
Asset Management, Fixed Income, Capital Markets, Investments, Equities, Portfolio Management, Bonds, Financial Modeling, Hedge Funds, Derivatives, Finance, Mutual Funds, Asset Managment, Bloomberg, Series 63, Series 7, Asset Allocation, Valuation, Strategy, Alternative Investments, Emerging Markets
Education
University of Rochester 1977 — 1982
Ph. D., Political Science
Clark University 1975 — 1977
Bachelor of Arts (B.A.)
Vanier College 1973 — 1975
D.C.S.
Colleen Burke's Credit Suisse First Boston Experience 1991 - 2003
Job Assistant Vice President at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York 2009 - Present
Risk Management Association, NY Chapter August 2011 - Present
UBS Investment Bank 2003 - 2008
Credit Suisse First Boston 1991 - 2003
Bankers Trust Company (now Deutsche Bank Securities) 1984 - 1991
Skills
Corporate Finance, Investment Banking, Credit, Risk Management, Financial Analysis, Financial Regulation, Regulatory Requirements, Regulatory Compliance, Securities and Loan..., Banking, Credit Risk, Equities, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Smith College 1980 — 1984
BA, American Studies
Federal Reserve Bank of New York 2009 - Present
Risk Management Association, NY Chapter August 2011 - Present
UBS Investment Bank 2003 - 2008
Credit Suisse First Boston 1991 - 2003
Bankers Trust Company (now Deutsche Bank Securities) 1984 - 1991
Skills
Corporate Finance, Investment Banking, Credit, Risk Management, Financial Analysis, Financial Regulation, Regulatory Requirements, Regulatory Compliance, Securities and Loan..., Banking, Credit Risk, Equities, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Smith College 1980 — 1984
BA, American Studies
Julius Dizon's Credit Suisse First Boston Experience 2000 - 2002
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company September 2009 - Present
RBS 2002 - September 2009
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Education
City University of New York-Hunter College
Bachelors, Economics
Jefferies & Company September 2009 - Present
RBS 2002 - September 2009
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Education
City University of New York-Hunter College
Bachelors, Economics
Robert Quincy's Credit Suisse First Boston Experience April 1996 - August 1998
Job Agent of Technological Enhancement
Industry Information Technology and Services
Experience
R. E. Quincy LLC July 2003 - Present
ABN AMRO Inc April 2000 - January 2002
ABN AMRO Inc August 1998 - April 2000
Credit Suisse First Boston April 1996 - August 1998
Deutsche Bank August 1990 - April 1996
Deutsche Bank August 1990 - November 1992
Credit Suisse First Boston July 1985 - July 1990
Goldman Sachs July 1978 - August 1983
Skills
Fixed Income, Portfolio Management, Hedge Funds, Bonds, Equities, Capital Markets, Financial Services, Finance, Asset Management, Options, Investments, Asset Allocation, ETFs, Derivatives, Investment Banking, Emerging Markets, Currency, Structured Products, Financial Risk, Asset Managment, Investor Relations, Electronic Trading, Securities, Alternative Investments
Education
London Business School 1983 — 1985
Master of Science (MSc), Finance
Columbia University in the City of New York 1974 — 1978
Bachelor of Applied Science (BASc), Operations Research/Mathematical Methods
R. E. Quincy LLC July 2003 - Present
ABN AMRO Inc April 2000 - January 2002
ABN AMRO Inc August 1998 - April 2000
Credit Suisse First Boston April 1996 - August 1998
Deutsche Bank August 1990 - April 1996
Deutsche Bank August 1990 - November 1992
Credit Suisse First Boston July 1985 - July 1990
Goldman Sachs July 1978 - August 1983
Skills
Fixed Income, Portfolio Management, Hedge Funds, Bonds, Equities, Capital Markets, Financial Services, Finance, Asset Management, Options, Investments, Asset Allocation, ETFs, Derivatives, Investment Banking, Emerging Markets, Currency, Structured Products, Financial Risk, Asset Managment, Investor Relations, Electronic Trading, Securities, Alternative Investments
Education
London Business School 1983 — 1985
Master of Science (MSc), Finance
Columbia University in the City of New York 1974 — 1978
Bachelor of Applied Science (BASc), Operations Research/Mathematical Methods
Kenny Sullivan's Credit Suisse First Boston Experience 1996 - 2006
Job Vice President at ED&F MAN Capital Markets Ltd
Industry Capital Markets
Experience
ED&F MAN Capital Markets Ltd March 2013 - Present
Societe Generale June 2010 - December 2011
RBC Capital Markets 2008 - 2009
HSBC Securities 2006 - 2007
Credit Suisse First Boston 1996 - 2006
NatWest Bank 1990 - 1996
Irving Securities/ BNY Securities 1987 - 1990
Brown Brothers Harriman 1980 - 1985
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, Money and Financial Markets
New York University 1978 — 1982
BA, Journalism
Regis High School 1974 — 1978
ED&F MAN Capital Markets Ltd March 2013 - Present
Societe Generale June 2010 - December 2011
RBC Capital Markets 2008 - 2009
HSBC Securities 2006 - 2007
Credit Suisse First Boston 1996 - 2006
NatWest Bank 1990 - 1996
Irving Securities/ BNY Securities 1987 - 1990
Brown Brothers Harriman 1980 - 1985
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, Money and Financial Markets
New York University 1978 — 1982
BA, Journalism
Regis High School 1974 — 1978
Laura Dodge's Credit Suisse First Boston Experience 1985 - 1988
Job Managing Director International and New Business
Industry Building Materials
Experience
Ecore International 1989 - Present
Credit Suisse First Boston 1985 - 1988
ICRC 1980 - 1984
Skills
Negotiation, Marketing Strategy, International Sales, New Business Development, Multiple linguistic..., Management, Marketing, Strategy, Project Planning, Sales Management, Team Building, Product Development, Budgets, Customer Service, Investments, Entrepreneurship, Strategic Planning, Leadership, Pricing, Market Research, B2B, Start-ups, Account Management, Sales
Education
IMD Business School 1985 — 1985
Master of Business Administration (M.B.A.), International Business Management
School for International Training 1976 — 1978
Bachelor's of International Studies, World Issues Program
Colorado College 1974 — 1976
Ecore International 1989 - Present
Credit Suisse First Boston 1985 - 1988
ICRC 1980 - 1984
Skills
Negotiation, Marketing Strategy, International Sales, New Business Development, Multiple linguistic..., Management, Marketing, Strategy, Project Planning, Sales Management, Team Building, Product Development, Budgets, Customer Service, Investments, Entrepreneurship, Strategic Planning, Leadership, Pricing, Market Research, B2B, Start-ups, Account Management, Sales
Education
IMD Business School 1985 — 1985
Master of Business Administration (M.B.A.), International Business Management
School for International Training 1976 — 1978
Bachelor's of International Studies, World Issues Program
Colorado College 1974 — 1976
Bryant Seaman's Credit Suisse First Boston Experience 1983 - 1995
Job Managing Director, Head of Private Asset Advisory at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust November 2005 - Present
GeoResources, Inc. ("GEOI") March 2010 - August 2012
New York Stock Exchange 2002 - 2004
Deutsche Banc Alex. Brown 1998 - 2001
Credit Suisse First Boston 1983 - 1995
Sullivan & Cromwell 1981 - 1983
Skills
Private Equity, Mergers, Finance, Wealth Management..., Mergers & Acquisitions, Fixed Income, Financial Advisory, Management, Investment Strategies, Asset Allocation, Wealth Management, Derivatives, Financial Services, Corporate Governance, IPO, Financial Structuring, Investment Banking, Capital Markets
Education
Columbia Law School 1977 — 1981
JD, Law
Columbia University - Columbia Business School 1977 — 1981
MBA, Finance
Stanford University 1971 — 1975
A.B., Political Science with Distinction
Bessemer Trust November 2005 - Present
GeoResources, Inc. ("GEOI") March 2010 - August 2012
New York Stock Exchange 2002 - 2004
Deutsche Banc Alex. Brown 1998 - 2001
Credit Suisse First Boston 1983 - 1995
Sullivan & Cromwell 1981 - 1983
Skills
Private Equity, Mergers, Finance, Wealth Management..., Mergers & Acquisitions, Fixed Income, Financial Advisory, Management, Investment Strategies, Asset Allocation, Wealth Management, Derivatives, Financial Services, Corporate Governance, IPO, Financial Structuring, Investment Banking, Capital Markets
Education
Columbia Law School 1977 — 1981
JD, Law
Columbia University - Columbia Business School 1977 — 1981
MBA, Finance
Stanford University 1971 — 1975
A.B., Political Science with Distinction
Lawrence Abrams's Credit Suisse First Boston Experience 2000 - 2008
Job product manager at Stone Tower Capital
Industry Investment Management
Experience
Stone Tower Capital 2008 - Present
Credit Suisse 2000 - 2008
CS 2000 - 2008
Credit Suisse First Boston 2000 - 2008
Donaldson, Lufkin & Jenrette 1990 - 2000
Donaldson Lufkin & Jenrette Securities 1990 - 2000
LF Rothschild 1982 - 1990
Federal Reserve Bank of New York 1978 - 1982
Education
Columbia University
PhD, Economic History
Columbia University - Columbia Business School
MBA, Finance
Stone Tower Capital 2008 - Present
Credit Suisse 2000 - 2008
CS 2000 - 2008
Credit Suisse First Boston 2000 - 2008
Donaldson, Lufkin & Jenrette 1990 - 2000
Donaldson Lufkin & Jenrette Securities 1990 - 2000
LF Rothschild 1982 - 1990
Federal Reserve Bank of New York 1978 - 1982
Education
Columbia University
PhD, Economic History
Columbia University - Columbia Business School
MBA, Finance
James J. Ryan's Credit Suisse First Boston Experience September 1983 - September 1992
Job Adjunct Professor at Mercy College Graduate School of Business
Industry Investment Management
Experience
Mercy College Graduate School of Business May 2013 - Present
HSBC Securities August 2004 - September 2008
Southport Partners March 2003 - July 2004
UBS Investment Bank January 2001 - February 2003
JPMorgan Chase January 1998 - January 2001
Salomon Brothers September 1992 - December 1997
Credit Suisse First Boston September 1983 - September 1992
Smith Barney Harris Upham September 1981 - September 1983
Bank of America, N.A. June 1980 - August 1980
Skills
Investment Banking, Corporate Finance, Mergers, Capital Markets, Securities, Trading, Mergers & Acquisitions, Hedge Funds, Investments, Finance, Alternative Investments, Private Equity, Acquisitions, Equities, Venture Capital, Emerging Markets, Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Colgate University 1970 — 1974
BA, English
Mercy College Graduate School of Business May 2013 - Present
HSBC Securities August 2004 - September 2008
Southport Partners March 2003 - July 2004
UBS Investment Bank January 2001 - February 2003
JPMorgan Chase January 1998 - January 2001
Salomon Brothers September 1992 - December 1997
Credit Suisse First Boston September 1983 - September 1992
Smith Barney Harris Upham September 1981 - September 1983
Bank of America, N.A. June 1980 - August 1980
Skills
Investment Banking, Corporate Finance, Mergers, Capital Markets, Securities, Trading, Mergers & Acquisitions, Hedge Funds, Investments, Finance, Alternative Investments, Private Equity, Acquisitions, Equities, Venture Capital, Emerging Markets, Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Colgate University 1970 — 1974
BA, English
Camila Amaral Surcan's Credit Suisse First Boston Experience January 2001 - March 2001
Job Associate at Debevoise & Plimpton LLP
Industry Legal Services
Experience
Debevoise & Plimpton LLP March 2011 - Present
Cravath, Swaine & Moore LLP October 2006 - March 2011
Pinheiro Guimarães - Advogados June 2001 - July 2005
Credit Suisse First Boston January 2001 - March 2001
Skills
Corporate Law, Corporate Governance, Legal Advice, Cross-border..., Joint Ventures, Mergers & Acquisitions, Securities Regulation
Education
Columbia Law School 2005 — 2006
LL.M., Law
Universidade de São Paulo 1998 — 2002
Bachelor of Laws, Law
Debevoise & Plimpton LLP March 2011 - Present
Cravath, Swaine & Moore LLP October 2006 - March 2011
Pinheiro Guimarães - Advogados June 2001 - July 2005
Credit Suisse First Boston January 2001 - March 2001
Skills
Corporate Law, Corporate Governance, Legal Advice, Cross-border..., Joint Ventures, Mergers & Acquisitions, Securities Regulation
Education
Columbia Law School 2005 — 2006
LL.M., Law
Universidade de São Paulo 1998 — 2002
Bachelor of Laws, Law
Alan Nichols's Credit Suisse First Boston Experience 1986 - 1991
Job Founder and CEO at SMAC! (Specialty Media Accelerator Corp)
Industry Publishing
Experience
SMAC! (Specialty Media Accelerator Corp) February 2013 - Present
McEvoy Media 2009 - 2013
Private Equity 2002 - 2009
President, Investor and Strategy Consultant 1999 - 2002
Chronicle Publishing Company 1993 - 1999
Black Entertainment Television 1991 - 1993
Credit Suisse First Boston 1986 - 1991
Skills
Digital Media, Publishing, Online Advertising, New Media, Digital Strategy, Social Media, Content Strategy, Editorial, Digital Marketing, Magazines, Content Development, Social Media Marketing, Blogging, Journalism, Content Management, Copy Editing, Entertainment, Advertising, Social Networking, SEO, Copywriting, Editing, Online Publishing, Strategy, Online Marketing
Education
Columbia Business School 1984 — 1986
Master of Business Administration (M.B.A.)
Stanford University 1977 — 1981
Bachelor of Science (BS)
SMAC! (Specialty Media Accelerator Corp) February 2013 - Present
McEvoy Media 2009 - 2013
Private Equity 2002 - 2009
President, Investor and Strategy Consultant 1999 - 2002
Chronicle Publishing Company 1993 - 1999
Black Entertainment Television 1991 - 1993
Credit Suisse First Boston 1986 - 1991
Skills
Digital Media, Publishing, Online Advertising, New Media, Digital Strategy, Social Media, Content Strategy, Editorial, Digital Marketing, Magazines, Content Development, Social Media Marketing, Blogging, Journalism, Content Management, Copy Editing, Entertainment, Advertising, Social Networking, SEO, Copywriting, Editing, Online Publishing, Strategy, Online Marketing
Education
Columbia Business School 1984 — 1986
Master of Business Administration (M.B.A.)
Stanford University 1977 — 1981
Bachelor of Science (BS)
Kristian Gevert's Credit Suisse First Boston Experience 1999 - 2004
Job Director of Research EMEA at Atlantic Investment Management
Industry Investment Management
Experience
Atlantic Investment Management 2006 - Present
Lazard Asset Management 2004 - 2006
Credit Suisse First Boston 1999 - 2004
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Atlantic Investment Management 2006 - Present
Lazard Asset Management 2004 - 2006
Credit Suisse First Boston 1999 - 2004
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Jeff Mizrahi's Credit Suisse First Boston Experience August 2003 - July 2005
Job Partner at Sand Oak Capital LLC
Industry Venture Capital & Private Equity
Experience
Sand Oak Capital January 2014 - Present
York Capital January 2012 - June 2013
Lindsay Goldberg July 2009 - December 2011
Lindsay Goldberg August 2005 - July 2007
Credit Suisse First Boston August 2003 - July 2005
ESP Pharma August 2002 - July 2003
Credit Suisse First Boston August 2001 - July 2002
Donaldson, Lufkin & Jenrette May 2000 - August 2000
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Due Diligence, Corporate Development, Mergers, Corporate Finance, Investments, Mergers & Acquisitions, Economics
Education
Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Graduated with Honors
Brown University 1997 — 2001
AB, East Asian Studies, Economics
Sand Oak Capital January 2014 - Present
York Capital January 2012 - June 2013
Lindsay Goldberg July 2009 - December 2011
Lindsay Goldberg August 2005 - July 2007
Credit Suisse First Boston August 2003 - July 2005
ESP Pharma August 2002 - July 2003
Credit Suisse First Boston August 2001 - July 2002
Donaldson, Lufkin & Jenrette May 2000 - August 2000
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Due Diligence, Corporate Development, Mergers, Corporate Finance, Investments, Mergers & Acquisitions, Economics
Education
Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Graduated with Honors
Brown University 1997 — 2001
AB, East Asian Studies, Economics
Christian Briggs's Credit Suisse First Boston Experience November 2000 - October 2003
Job Societe Generale
Industry Financial Services
Experience
Societe Generale April 2013 - Present
Deutsche Bank September 2010 - September 2012
HSBC January 2008 - July 2010
Morgan Stanley October 2003 - November 2007
Credit Suisse First Boston November 2000 - October 2003
DLJ June 2000 - November 2000
Skills
Fixed Income, Loans, Leveraged Finance, Private Equity, Finance, Restructuring, Equities, Syndications, Valuation, Investment Banking, Capital Markets, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Financial Modeling
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Williams College 1989 — 1993
B.A., Economics
Loomis Chaffee 1986 — 1989
Societe Generale April 2013 - Present
Deutsche Bank September 2010 - September 2012
HSBC January 2008 - July 2010
Morgan Stanley October 2003 - November 2007
Credit Suisse First Boston November 2000 - October 2003
DLJ June 2000 - November 2000
Skills
Fixed Income, Loans, Leveraged Finance, Private Equity, Finance, Restructuring, Equities, Syndications, Valuation, Investment Banking, Capital Markets, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Financial Modeling
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Williams College 1989 — 1993
B.A., Economics
Loomis Chaffee 1986 — 1989
Michael Contopoulos's Credit Suisse First Boston Experience May 2002 - August 2004
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2004 - Present
Credit Suisse First Boston May 2002 - August 2004
TUDOR INVESTMENT CORPORATION June 1999 - May 2002
Skills
Fixed Income, Hedge Funds, Bloomberg, Equities, Bonds, Derivatives, CDO, Investments, Asset Managment, High Yield, CDS, Credit Derivatives, Series 7, Capital Structure, Series 63, Leveraged Finance, Relative Value, Quantitative Finance
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance
Columbia College (NY) 1996 — 2000
BA, Economics and Political Science
Bank of America Merrill Lynch August 2004 - Present
Credit Suisse First Boston May 2002 - August 2004
TUDOR INVESTMENT CORPORATION June 1999 - May 2002
Skills
Fixed Income, Hedge Funds, Bloomberg, Equities, Bonds, Derivatives, CDO, Investments, Asset Managment, High Yield, CDS, Credit Derivatives, Series 7, Capital Structure, Series 63, Leveraged Finance, Relative Value, Quantitative Finance
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance
Columbia College (NY) 1996 — 2000
BA, Economics and Political Science
Tor Braham's Credit Suisse First Boston Experience 2000 - 2004
Job Investment Banking, Board of Directors, Consulting on Mergers and Acquisitions, Private and Public Investing.
Industry Investment Banking
Experience
NetApp, Inc. 2013 - Present
Sigma Designs, Inc 2014 - Present
Micro Lambda Wireless, Inc 1987 - Present
Deutsche Bank Securities February 2004 - 2012
Credit Suisse First Boston 2000 - 2004
Wilson Sonsini Goodrich and Rosati 1988 - 1997
Education
Columbia University in the City of New York
New York University School of Law
NetApp, Inc. 2013 - Present
Sigma Designs, Inc 2014 - Present
Micro Lambda Wireless, Inc 1987 - Present
Deutsche Bank Securities February 2004 - 2012
Credit Suisse First Boston 2000 - 2004
Wilson Sonsini Goodrich and Rosati 1988 - 1997
Education
Columbia University in the City of New York
New York University School of Law
Alan Gersch's Credit Suisse First Boston Experience August 1998 - January 1999
Job Software Developer at Optimal Solutions Group (and Doctor of Astronomy, PhD)
Industry Research
Experience
Optimal Solutions Group November 2013 - Present
West Chester University, Dept. of Geology and Astronomy January 2013 - June 2013
Astronomy Dept, University of Maryland 2004 - 2013
Astronomy Dept, University of Maryland January 2004 - December 2006
Columbia University Astrophysics Lab April 2002 - August 2004
Forbes.com April 2000 - September 2001
TheStreet.com March 1999 - March 2000
Credit Suisse First Boston August 1998 - January 1999
MetTel February 1998 - May 1998
CompassWare Development February 1997 - January 1998
Skills
Computer Science, Software Development, Physics, Astronomy, Astrophysics, Mathematical Modeling, C++ Language, Java, JavaScript, SQL, Perl, Databases, Data Feeds, Unix Shell Scripting, Linux, Oracle, Sybase, Web Development, IDL programming, PowerPoint, Trading Systems, Computer Vision, Robotics, Lecturing, Jewish Studies, Jewish History, Research, Algorithms, Spectroscopy, Scientific Computing, C++
Education
University of Maryland College Park 2004 — 2013
Doctor of Philosophy (PhD), Astronomy and Astrophysics
Columbia University in the City of New York
Master of Science (M.S.), Computer Science
Cornell University
BA & BS, Physics & Computer Science
Optimal Solutions Group November 2013 - Present
West Chester University, Dept. of Geology and Astronomy January 2013 - June 2013
Astronomy Dept, University of Maryland 2004 - 2013
Astronomy Dept, University of Maryland January 2004 - December 2006
Columbia University Astrophysics Lab April 2002 - August 2004
Forbes.com April 2000 - September 2001
TheStreet.com March 1999 - March 2000
Credit Suisse First Boston August 1998 - January 1999
MetTel February 1998 - May 1998
CompassWare Development February 1997 - January 1998
Skills
Computer Science, Software Development, Physics, Astronomy, Astrophysics, Mathematical Modeling, C++ Language, Java, JavaScript, SQL, Perl, Databases, Data Feeds, Unix Shell Scripting, Linux, Oracle, Sybase, Web Development, IDL programming, PowerPoint, Trading Systems, Computer Vision, Robotics, Lecturing, Jewish Studies, Jewish History, Research, Algorithms, Spectroscopy, Scientific Computing, C++
Education
University of Maryland College Park 2004 — 2013
Doctor of Philosophy (PhD), Astronomy and Astrophysics
Columbia University in the City of New York
Master of Science (M.S.), Computer Science
Cornell University
BA & BS, Physics & Computer Science
Thomas Murray's Credit Suisse First Boston Experience August 1998 - November 2002
Job Apollo Global Management
Industry Financial Services
Experience
Apollo Global Management LLC September 2014 - Present
Austin Partners, LLC January 2013 - August 2014
WestLB AG November 2002 - September 2012
Credit Suisse First Boston August 1998 - November 2002
GE Capital January 1998 - August 1998
Banque Paribas June 1993 - January 1998
NatWest Markets January 1992 - June 1993
Skills
Investment Banking, Business Strategy, Management, Portfolio Management, Risk Management, Capital Markets, Financial Advisory, Project Finance, Project Development, Cross-border..., Energy, Equity Capital Markets, Infrastructure, Oil, Renewable Energy, Structured Finance, Syndications, Team Leadership, Financial Structuring
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA)
University of Washington 1987 — 1989
Bachelor of Arts (BA), Finance, General
Apollo Global Management LLC September 2014 - Present
Austin Partners, LLC January 2013 - August 2014
WestLB AG November 2002 - September 2012
Credit Suisse First Boston August 1998 - November 2002
GE Capital January 1998 - August 1998
Banque Paribas June 1993 - January 1998
NatWest Markets January 1992 - June 1993
Skills
Investment Banking, Business Strategy, Management, Portfolio Management, Risk Management, Capital Markets, Financial Advisory, Project Finance, Project Development, Cross-border..., Energy, Equity Capital Markets, Infrastructure, Oil, Renewable Energy, Structured Finance, Syndications, Team Leadership, Financial Structuring
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA)
University of Washington 1987 — 1989
Bachelor of Arts (BA), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS