Credit Suisse First Boston

Industry: Investment banking company

Description

Credit Suisse First Boston was the investment banking division of Credit Suisse Group, prior to 2006. It was active in investment banking, capital markets and financial services. Successor: Credit Suisse's investment banking division Headquarters: New York City, New York, United States Founded: 1988 Ceased operations: 2006 Parent organization: Credit Suisse AG

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Credit Suisse First Boston Employees

Employee
Years
Job
Industry
Jonathan Haas Jonathan Haas Greater New York City Area Details
Jonathan Haas's Credit Suisse First Boston Experience 1998 - 2000
Job Managing Director at Clarion Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
Clarion Capital Partners, LLC   March 2000 - Present
Credit Suisse First Boston   1998 - 2000
AT Kearney  1994 - 1996

Skills
Private Equity, LBO, Venture Capital, Recapitalizations, Corporate Development, Mezzanine, Private Placements, Growth Capital, Mergers, Investment Banking, M&A experience, Capital Raising, Due Diligence, Deal Sourcing, Leveraged Finance, Buyouts, Special Situations, Valuation, Middle Market, Alternative Investments, Mergers & Acquisitions, Corporate Finance, Divestitures

Education
Northwestern University - Kellogg School of Management   1996 — 1998
MBA, Finance

Dartmouth College   1989 — 1993
BA, Government

Rye Country Day School   1986 — 1989

Christopher Sundar Christopher Sundar Nashville, Tennessee Details
Christopher Sundar's Credit Suisse First Boston Experience May 2001 - July 2001
Job
Industry Automotive
Experience
Cummins Inc.  June 2013 - Present
Cummins, Inc  January 2011 - May 2013
Cummins Filtration  June 2007 - December 2010
Cummins Filtration  May 2006 - July 2006
Access General  June 2003 - July 2005
Credit Suisse First Boston   May 2001 - July 2001
Credit Suisse First Boston   May 2000 - July 2000

Skills
Six Sigma, Business Analysis, Process Improvement, SDLC, Data Analysis, Software Project..., Program Management, Business Process, Business Process..., Cross-functional Team..., Project Management, Business Intelligence, Oracle, Master Data Management, Requirements Analysis, Management

Education
Purdue University - Krannert School of Management   2005 — 2007
MBA

Emory University   1999 — 2003
BS

Luke McInnis Luke McInnis Greater Boston Area Details
Luke McInnis's Credit Suisse First Boston Experience June 1993 - June 1995
Job Operations Strategy Director at American Dental Partners
Industry Hospital & Health Care
Experience
American Dental Partners  July 2014 - Present
American Dental Partners  April 2012 - Present
Boston Scientific  January 2011 - April 2012
Partners Healthcare  February 2008 - January 2011
Boston Scientific  July 2006 - January 2008
Metapoint Partners   February 1996 - April 2003
Credit Suisse First Boston   June 1993 - June 1995

Skills
Mergers & Acquisitions, Healthcare Industry, Due Diligence, Market Research, Medical Devices, Financial Modeling, Private Equity, Investment Banking, Competitive Intelligence, Debt & Equity Financing, Real Estate Transactions, Facility Relocation

Education
Dartmouth College   1989 — 1993
Bachelor of Arts (B.A.), English Literature

Bedford High School   1985 — 1989

William Boggess William Boggess Chicago, Illinois Details
William Boggess's Credit Suisse First Boston Experience 1992 - 1994
Job Senior Analyst at Monongahela Capital Management
Industry Investment Management
Experience
Monongahela Capital Management   January 2008 - Present
Citi  September 1996 - December 2007
Aubrey Lanston   1994 - August 1996
Credit Suisse First Boston   1992 - 1994
Refco  1986 - 1992

Skills
Bonds, Trading, Structured Products, Equity Derivatives, FX Options, Quantitative Analytics, Due Diligence, Options, DCF, Quantitative Finance, Structured Finance, Economics, Investment Management, Credit Derivatives, Financial Risk, Securities, LBO, Risk Management, Mutual Funds, Market Risk

Education
Lake Forest College   1978 — 1983
Bachelor of Arts (BA)

Lake Forest Academy   1977 — 1978

Deerfield Academy   1976 — 1977

LFCDS

Julie Bailey, Bailey Wealth Management Julie Bailey, Bailey Wealth Management Greater Atlanta Area Details
Julie Bailey, Bailey Wealth Management's Credit Suisse First Boston Experience 2000 - 2005
Job The Bailey Wealth Management Group, Portfolio Manager, Financial Advisor, CRPC(R) at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  January 2014 - Present
Morgan Stanley  December 2008 - January 2014
Merrill Lynch  2006 - 2008
UBS  2005 - 2006
Credit Suisse First Boston   2000 - 2005

Skills
Personal Finance, Private Wealth..., Investments, Retirement Planning, Wealth Management..., Retirement, Finance, Financial Services, Investment Management, Financial Advisory, Financial Markets, Investment Advisory, Mutual Funds, Portfolio Management, Series 7, Wealth Management, High Net Worth..., Strategic Financial..., Asset Allocation

Education
The University of London/ American College   2000 — 2000
Post Graduate classes in Finance, Finance and Economics

East Tennessee State University   1996 — 2000
BBA, Corporate Finance and Investments, Political Science

Julie Hahnke Julie Hahnke Greater Boston Area Details
Julie Hahnke's Credit Suisse First Boston Experience 1989 - 1994
Job Management and Innovation Consultant
Industry Management Consulting
Experience
IDTech  1996 - Present
Imaginatik  2014 - 2015
Innovaro  2013 - 2014
Author  2002 - 2012
Fidelity Investments  1994 - 1996
Credit Suisse First Boston   1989 - 1994

Skills
Strategic Planning, Innovation Delivery, Innovation Development, Trend Analysis, Collaborative Problem..., Program Management, Marketing Strategy, Branding & Identity, Persuasive Writing and..., Public Speaking, Published Author, Leadership Development, Team Development, Intellectual Property

Education
Dartmouth College
Bachelor of Arts (B.A.)

Jean-Robert Pronovost Jean-Robert Pronovost Montreal, Canada Area Details
Jean-Robert Pronovost's Credit Suisse First Boston Experience 1995 - 1999
Job Managing Partner, Cape Partners Inc.
Industry Venture Capital & Private Equity
Experience
Cape Partners Inc.   January 2005 - Present
IUGO Ventures Inc.   2000 - 2005
Groupe Videotron   1999 - 2000
Credit Suisse First Boston   1995 - 1999
Caisse de dépôt et placement du Québec   1990 - 1995

Skills
Venture Capital, Private Equity, Portfolio Management, Mergers, Investments, Strategy, Finance, Mergers & Acquisitions, Corporate Development, Investment Strategies, Valuation, Mutual Funds, Negotiation, Due Diligence, Corporate Finance, Financial Modeling, Financial Analysis, Funding, Emerging Markets, Acquisitions, Investment Banking, Financial Structuring, Restructuring, Capital Markets, Hedge Funds, Investor Relations, IPO, Business Valuation, Alternative Investments

Education
Ecole des sciences de la gestion UQAM
Master of Business Administration (M.B.A.)

Florida International University
Master of Business Administration (M.B.A.)

Université Laval / Laval University
Bachelor's degree

Ahruhm Hong Ahruhm Hong Greater New York City Area Details
Ahruhm Hong's Credit Suisse First Boston Experience July 2006 - August 2006
Job Senior Associate, Transfer Pricing & International Tax
Industry Accounting
Experience
PwC  January 2013 - Present
Kim & Chang  January 2009 - August 2011
PwC  November 2007 - December 2008
Samsung Electronics  December 2006 - January 2007
Credit Suisse First Boston   July 2006 - August 2006
Steptoe & Johnson LLP  May 2006 - July 2006

Skills
Korean native, Basic...

Education
Georgetown University Law Center   2006 — 2007
J.D. Visiting program, Tax Law/Taxation

Syracuse University College of Law   2004 — 2007
Doctor of Law (JD), Law

Ewha Womans University   1999 — 2003
Bachelor's degree, Law

Stefan Mohler Stefan Mohler Orange County, California Area Details
Stefan Mohler's Credit Suisse First Boston Experience April 1998 - April 2002
Job Senior Technical Designer at Riot Games
Industry Computer Software
Experience
Riot Games  May 2013 - February 2014
Home  December 2011 - May 2013
Blizzard Entertainment  August 2007 - December 2011
Glacis Capital Management   2002 - 2005
Credit Suisse First Boston   April 1998 - April 2002
D. E. Shaw & Co.   August 1995 - April 1998

Skills
C++, Distributed Systems, Game Development, Subversion, Linux, Multithreading, Scalability, Cross-platform..., Multiplayer, User Interface, Video Games, Game Design, Python, Software Development, Computer Games, Agile Methodologies, Databases, Software Engineering, Cloud Computing

Education
Stanford University   2005 — 2007
Master of Science, Computer Science

Cornell University   1991 — 1995
Bachelor of Science, Computer Science

Selim Targay Selim Targay New York, New York Details
Selim Targay's Credit Suisse First Boston Experience May 2004 - August 2004
Job
Industry Publishing
Experience
Time Inc.  2014 - Present
Bristol-Myers Squibb  2011 - 2014
Bristol-Myers Squibb Company  March 2009 - February 2011
Bristol-Myers Squibb  August 2007 - March 2009
Bristol-Myers Squibb  August 2005 - August 2007
Credit Suisse First Boston   May 2004 - August 2004
Tyco Electronics Inc, Tyco International   July 2000 - August 2003

Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Mergers, Due Diligence, Acquisition Integration, Forecasting, Business Strategy, Strategic Financial..., Managerial Finance, Mergers & Acquisitions, Strategic Planning, Restructuring, Strategy, Finance, Capital Markets, Venture Capital, Investments, Project Finance

Education
Cornell University   2003 — 2005
MBA, Finance (investment banking immersion)

Penn State University   2000 — 2002
B.S., Finance

Penn State University   1996 — 2000
B.S., Business Operations

Ray Potter Ray Potter Greater New York City Area Details
Ray Potter's Credit Suisse First Boston Experience 2007 - 2009
Job Managing Partner at R3 Funding
Industry Financial Services
Experience
R3 Funding   October 2012 - Present
Hodes Weill & Associates  2009 - 2012
Credit Suisse First Boston   2007 - 2009
Countrywide  2005 - 2007
Eurohypo AG  2002 - 2005
Credit Suisse/ Donaldson, Lufkin & Jenrette   1995 - 2002
Bear Stearns  1994 - 1995
Chase Manhattan  1992 - 1994

Skills
CMBS, Capital Markets, Valuation, Securitization, Structured Finance, Mezzanine, Real Estate Economics, Asset Managment, Investments, Real Estate, Commercial Real Estate, Due Diligence, Loans, Credit

Education
Cornell University - Johnson Graduate School of Management   1990 — 1992
MBA, Finance

Cornell University
B.S, Applied Economics and Business Management

Johnny Chung Johnny Chung New York, New York Details
Johnny Chung's Credit Suisse First Boston Experience June 2001 - September 2001
Job Marketing Analytics Management Consultant
Industry Management Consulting
Experience
Havas Media  June 2015 - Present
GroupM  May 2013 - May 2015
Accenture  June 2005 - May 2013
Credit Suisse First Boston   June 2001 - September 2001

Skills
Marketing Analytics, Customer Loyalty, Marketing Strategy, Customer Retention, Marketing Mix, Brand Loyalty, Predictive Modeling, Analytics, Web Analytics, Database Marketing, Data Analysis, Business Intelligence, Management Consulting

Education
Georgetown University   2006 — 2008
MS

Georgetown University - The McDonough School of Business   2007 — 2007

Drexel University   2000 — 2004
BS

Steve Colten Steve Colten Reno, Nevada Area Details
Steve Colten's Credit Suisse First Boston Experience 1992 - 1993
Job Analytical Consulting Practice Leader at IBM
Industry Information Services
Experience
IBM / DemandTec, Inc.   2007 - Present
Independent Contractor / S.R.E. Solutions, Inc.   September 2003 - December 2007
Pulse Engineering  2002 - 2002
Logictier  2000 - 2001
Digital Impact  1999 - 2000
Bay Networks / Nortel Networks  1997 - 1999
J.P. Morgan   1993 - 1995
Credit Suisse First Boston   1992 - 1993

Skills
Analytics, VBA, Market Research, Financial Modeling, Data Visualization, Management, Segmentation, Big Data, Predictive Modeling, Predictive Analytics, E-commerce, Statistical Modeling, Management Consulting, Database Marketing, Business Intelligence, Customer Analysis, Customer Insight, Cross-functional Team...

Education
Duke University - The Fuqua School of Business   1995 — 1997
Master of Business Administration (M.B.A.)

Massachusetts Institute of Technology   1987 — 1991
Bachelor of Science (B.S.), Aeronautics and Astronautics, Avionics Concentration

Julie Sun Julie Sun Greater Seattle Area Details
Julie Sun's Credit Suisse First Boston Experience June 2000 - August 2000
Job Director, International Alumni Affairs and Development at Cornell University
Industry Higher Education
Experience
Cornell University  July 2012 - Present
Overlake Hospital  February 2009 - July 2012
Bellevue Rotary   2009 - 2012
Seattle's Union Gospel Mission  January 2003 - September 2005
Seattle Chinatown International District Preservation and Development Authority   January 2002 - February 2003
KPMG  August 2000 - August 2001
Credit Suisse First Boston   June 2000 - August 2000
Arirang Korea TV  September 1998 - August 2000

Education
Ewha Womans University   1999 — 2001
Master's degree, International Business/Trade/Commerce

University of Washington   1994 — 1998
B.A., Sociology and Music

Roger Merritt Roger Merritt Greater New York City Area Details
Roger Merritt's Credit Suisse First Boston Experience 1991 - 1994
Job Managing Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings  September 1994 - Present
Credit Suisse First Boston   1991 - 1994
Ford Motor Credit Company  July 1989 - September 1991
Center for Strategic and International Studies (CSIS)   1985 - 1986

Skills
ABS, Capital Markets, CDO, Securitization, Fixed Income, MBS, Credit Analysis, CMBS, Asset Managment, Credit Derivatives, Asset Management, Accounting Policy, Market Structure and..., Portfolio Analytics &..., Credit, Financial Analysis, Portfolio Management, Structured Finance, Derivatives, Management

Education
University of Pennsylvania - The Wharton School   1987 — 1989
MBA, Finance

University of Pennsylvania   1987 — 1988
Master in Government Administration, Fels Center of Government

Dickinson College   1981 — 1985
Bachelors Science, Biology, Chemistry

Certified Public Accountant (CPA)

Matt Battistella Matt Battistella Greater New York City Area Details
Matt Battistella's Credit Suisse First Boston Experience January 1996 - January 1999
Job FICC eSales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  September 2014 - Present
Bank of America Merrill Lynch  May 2011 - Present
HSBC Securities  April 2008 - August 2009
HSBC Securities  July 2002 - August 2009
Prescient Securities   January 2000 - January 2002
AppOnline   January 1999 - January 2000
Credit Suisse First Boston   January 1996 - January 1999
Spear Leeds & Kellogg  January 1993 - January 1996
US Army & NATO   January 1991 - January 1993

Skills
Electronic Trading, MBS, Fixed Income, Money Market, CDS, Trading, Hedge Funds, Rates, Alternative Investments, Financial Markets, Trading Systems, ABS, Portfolio Management, Equities, Asset Management, Investments, Derivatives, Bloomberg, Wealth Management, Business Development, Series 7

Education
Cornell University
B.S, Policy Analysis; Economics & International Relations

Liz Nickles Liz Nickles Greater New York City Area Details
Liz Nickles's Credit Suisse First Boston Experience 1999 - 2002
Job President at Black Label Brand Development
Industry Management Consulting
Experience
Black Label Brand Development   March 2012 - Present
FTI Consulting  January 2010 - March 2012
Black Label Financial Brand Development   2004 - 2010
US Trust  2007 - 2008
Credit Suisse First Boston   1999 - 2002
Mattel  1996 - 1998
Mattel  1994 - 1995
writer  1991 - 1993

Skills
Brand Development, Advertising, Creative Direction, Creative Development, Brand Management, Marketing, Product Development, Marketing Communications, Direct Marketing, Corporate Communications, Social Media, Strategy, Online Advertising, Digital Media, Digital Strategy, Strategic Planning, Email Marketing, Business Strategy, Content Development, B2B, Leadership, Strategic Communications, Publishing, Strategic Partnerships, Thought Leadership

Education
DePaul University
M.A., English

Northwestern University
B.S., Education

Michael McLoughlin Michael McLoughlin Greater Atlanta Area Details
Michael McLoughlin's Credit Suisse First Boston Experience September 2000 - March 2002
Job at ConvergEx Group
Industry Financial Services
Experience
Convergex Prime Services  April 2010 - Present
Self Employed  July 2007 - April 2010
Prudential Equity Group  March 2002 - July 2007
Credit Suisse First Boston   September 2000 - March 2002
Donaldson, Lufkin & Jenrette   March 1987 - September 2000

Skills
Fidessa, Financial Reporting, Bloomberg, Equities, Trading, Trading Systems, Equity Trading, Portfolio Management, Equity Research, Alternative Investments, Hedge Funds, Risk Management, Options, Series 24, Electronic Trading, FINRA, Fixed Income, Securities, Capital Markets

Education
Dowling College
BBA, Finance

Timothy Keenan Timothy Keenan Greater New York City Area Details
Timothy Keenan's Credit Suisse First Boston Experience May 1992 - May 1997
Job Global Product Owner, BondLend
Industry Financial Services
Experience
EquiLend  October 2013 - Present
Quadriserv/AQS   June 2009 - October 2013
Barclays Capital  May 1997 - December 2008
Credit Suisse First Boston   May 1992 - May 1997
Deutsche Bank  March 1991 - May 1992
THE CHASE MANHATTAN BANK  June 1981 - March 1991
Business Support Group   January 1983 - January 1985

Skills
Funding, Securities Lending, Structured Finance, Product Management, Collateral Management, Prime Brokerage, Liquidity Risk, Securities, Swaps, Fixed Income, Capital Markets, Series 7, Series 63, Series 24, Hedge Funds, Settlement, Investments, Trading Systems, Financial Services, Equities, Trading, Derivatives, Financial Markets

Education
Dolan School of Business, Fairfield University Fairfield Connecticut   1977 — 1981
Bachelor of Science, Accounting

Fairfield University   1977 — 1981
Bachelor of Science, Accounting

Paramus Catholic

Paramus Catholic

St Philips, Paramus Catholic

St Philips, Paramus Catholic

Susan Bacchetti Susan Bacchetti Greater New York City Area Details
Susan Bacchetti's Credit Suisse First Boston Experience June 2001 - November 2002
Job Creative Manager • Art Director
Industry Design
Experience
Bristol-Myers Squibb  May 2004 - September 2015
Reader's Digest Association  March 2003 - January 2004
Credit Suisse First Boston   June 2001 - November 2002
Donaldson, Lufkin & Jenrette   May 1992 - June 2001
Polan & Waski Design   May 1989 - March 1992
Medallion Associates   May 1988 - March 1989
New York Magazine  June 1985 - April 1988

Skills
Direct Mail, Digital Strategy, Brand Management, Integrated Marketing, Advertising, Marketing, Global Marketing, Packaging, Project Management, Marketing Strategy, Interactive Marketing, Direct Marketing, Corporate Communications, Marketing Communications, Market Research, Pharmaceutical Industry, Segmentation, Brand Development, Digital Marketing, Email Marketing, Interactive Advertising, Creative Strategy, Corporate Branding, Product Launch, Cross-functional Team..., Creative Direction, Mentoring, Art Direction, Graphic Design, Marketing Management, Corporate Identity, Branding & Identity

Education
Fashion Institute of Technology   1981 — 1985
Bachelor of Arts (B.A.), Advertising & Marketing

Tamala Boyd Tamala Boyd Greater New York City Area Details
Tamala Boyd's Credit Suisse First Boston Experience May 1998 - July 2001
Job Deputy General Counsel at New York City Department of Consumer Affairs
Industry Law Practice
Experience
New York City Department of Consumer Affairs  May 2015 - Present
New York City Department of Consumer Affairs  September 2013 - May 2015
Supreme Court, Appellate Division, First Department   October 2010 - September 2013
Philadelphia Human Relations Commission   September 2010 - October 2010
Adjuvance Technologies, Inc.   January 2009 - October 2010
Simpson Thacher & Bartlett LLP  August 2004 - December 2009
Cadwalader Wickersham & Taft  May 2003 - August 2003
Littler Mendelson  May 2002 - August 2002
Credit Suisse First Boston   May 1998 - July 2001
White & Case  July 1996 - May 1998

Skills
Legal Writing, Litigation, Legal Research, Civil Litigation, Commercial Litigation, Appeals, Dispute Resolution, Writing, Commercial Mediation, Courts, Arbitration, Due Diligence, Westlaw, Employment Law, Research, Lexis, Trademarks, Corporate Law, Mediation, Trials, Joint Ventures

Education
Duke University School of Law   2001 — 2004
JD, Law

Penn State University
B.A., Communications

Tom Loughrey, CFA Tom Loughrey, CFA Raleigh-Durham, North Carolina Area Details
Tom Loughrey, CFA's Credit Suisse First Boston Experience 1999 - 2002
Job Senior Trader, Raven Rock Capital
Industry Investment Management
Experience
Raven Rock Capital   January 2009 - Present
Argent Funds Group  April 2004 - February 2008
Wachovia Securities, LLC  June 2003 - September 2003
Credit Suisse First Boston   1999 - 2002
Salomon Smith Barney  July 1998 - July 1999

Skills
Alternative Investments, Analysis, Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, High Yield, Investments, Valuation, Private Equity

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2002 — 2004
MBA, Investment Management

Dartmouth College   1994 — 1998
BA, Economics

Zak S. Khan Zak S. Khan Greater New York City Area Details
Zak S. Khan's Credit Suisse First Boston Experience 2004 - 2006
Job Head of Corporate Development at MasterCard
Industry Financial Services
Experience
MasterCard  2013 - Present
Credit Suisse  2007 - 2012
Barclays Capital  2006 - 2007
Credit Suisse First Boston   2004 - 2006
Credit Suisse First Boston   1999 - 2003
AXA  1997 - 1999

Skills
Investment Banking, Capital Markets, Corporate Finance, Private Equity, Financial Modeling, Fixed Income, Mergers & Acquisitions, Financial Technology, Payments, Business Strategy, Strategic Partnerships, Financial Institutions, Financial Services

Education
EDHEC Business School   1993 — 1996
MSc, Finance

Lycée International de Valbonne   1992 — 1993
Prépa HEC

Thomas Price Jr Thomas Price Jr Greater New York City Area Details
Thomas Price Jr's Credit Suisse First Boston Experience 1995 - 1998
Job North American Head of Securities Finance Relationship Management at SunGard
Industry Financial Services
Experience
SunGard  May 2015 - Present
SunGard Securities Finance  March 2010 - Present
Merrill Lynch  March 2006 - January 2009
Goldman Sachs  February 2000 - March 2006
UBS  1995 - 1998
Credit Suisse First Boston   1995 - 1998

Skills
Prime Brokerage, Securities, Capital Markets, Securities Lending, Equities, Fixed Income, Series 7, Trading, Trading Systems, Bonds, Funding, Back Office, Customer Relations, Settlements, FX, prime b, capital, customer re, securities l, trading sy

Education
Dowling College
Finance, Finance

Duquesne University

Yuk Ping Ng Yuk Ping Ng San Francisco Bay Area Details
Yuk Ping Ng's Credit Suisse First Boston Experience 2001 - 2002
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  October 2011 - Present
E*TRADE Financial  2009 - 2011
Pitney Bowes  2007 - 2009
Pitney Bowes  2004 - 2007
Pitney Bowes  2002 - 2004
Credit Suisse First Boston   2001 - 2002

Skills
Strategy, Financial Modeling, Forecasting, Mergers, Divestitures, Negotiations, M&A, Acquisitions, Corporate Development, Finance, Mergers & Acquisitions, Competitive Analysis, Corporate Finance, Due Diligence, Strategic Financial..., Business Planning, Management, Capital Markets, Risk Management, Valuation, Acquisition Integration, Financial Analysis, Analysis, Leadership, Negotiation, Investment Banking

Education
Duke University - The Fuqua School of Business   1999 — 2001
MBA, Finance

Imperial College London   1989 — 1992
BEng, Electrical Engineering

Desmond Nation Desmond Nation Greater Minneapolis-St. Paul Area Details
Desmond Nation's Credit Suisse First Boston Experience 2002 - 2003
Job Marketing Manager at Medtronic
Industry Medical Devices
Experience
Medtronic  September 2012 - Present
Medtronic  February 2011 - September 2012
Medtronic  August 2009 - January 2011
American Express  June 2008 - September 2008
Fannie Mae  August 2006 - August 2007
Public Financial Management  July 2004 - July 2006
Credit Suisse First Boston   2002 - 2003

Skills
Mergers & Acquisitions, New Business Development, Strategic Analysis, Financial Modeling, Corporate Development, Public Policy, Debt Management, Market Research, Channel Strategy, Valuation Modeling, Strategy, Analysis, Budgets

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2007 — 2009
MBA, General Management

Syracuse University - Maxwell School of Citizenship and Public Affairs   2003 — 2004
MPA, Municipal Finance

Dartmouth College   1998 — 2002
BA, Economics, Sociology

Milton Academy   1994 — 1998
HS

Robert Sloan Robert Sloan Greater New York City Area Details
Robert Sloan's Credit Suisse First Boston Experience October 1992 - May 1997
Job Co Managing Partner at Park Avenue Advisors, LLC
Industry Management Consulting
Experience
Park Avenue Advisors, LLC   July 2015 - Present
Sheffield Haworth  September 2014 - Present
Egon Zehnder  January 2007 - April 2013
Egon Zehnder  February 2001 - April 2013
Dexia  May 1998 - January 2001
UBS  May 1997 - May 1998
Credit Suisse First Boston   October 1992 - May 1997
Nivens Engineering   June 1989 - May 1990
Weston & Sampson Engineering   May 1985 - May 1989

Skills
Banking, Leadership, Capital Markets, Mergers, Corporate Finance, Private Equity, Financial Services, Asset Managment, CRM, Management, Strategy, Mergers & Acquisitions, Restructuring, Asset Management, Succession Planning, Recruiting, Leadership Development, Executive Search, Finance, Negotiation, Acquisition Integration, Financial Modeling, Business Transformation, Entrepreneurship, Due Diligence, Business Planning, Portfolio Management, Auditing, Talent Management, Consulting, Corporate Development, Valuation, Organizational Design, Hedge Funds, Management Consulting, Investment Banking, Start-ups, Change Management, Human Resources, Managerial Finance, Venture Capital, Marketing, Strategic Partnerships, Business Strategy, Governance, Emerging Markets, Equities, Integration, Risk Management, Business Development

Education
University of South Carolina - Darla Moore School of Business   1990 — 1992
MBA, International Business

University of Vermont   1981 — 1985
BSCE, Civl Engineering

Deerfield Academy   1979 — 1981

Bo Bazylevsky Bo Bazylevsky Calabasas, California Details
Bo Bazylevsky's Credit Suisse First Boston Experience August 1991 - June 1993
Job CoFounder, Zya ; Managing Director, Bank of America Merrill Lynch Fixed Income Trading
Industry Entertainment
Experience
Zya  September 2014 - Present
Bank of America  September 2014 - Present
Zya (formerly Music Mastermind, Inc)   January 2008 - Present
Moore Capital / James Caird Asset Management   June 2008 - July 2010
Lehman Brothers  June 2007 - May 2008
JP Morgan Chase  August 1997 - May 2007
Bear Stearns  June 1993 - August 1997
Credit Suisse First Boston   August 1991 - June 1993

Skills
Emerging Markets, Portfolio Management, Hedge Funds, Financial Analysis, Fixed Income, Strategy, Business Development, Start-ups, Financial Modeling, Equities, Investment Banking, Strategic Partnerships, Entrepreneurship, Management, Venture Capital, Valuation, Alternative Investments, Competitive Analysis, Corporate Development, Mergers & Acquisitions, Private Equity, Finance, Trading

Education
Cornell University   1987 — 1991
BS, Applied Economics

Bronx High School of Science   1983 — 1987

Steven Pinsk Steven Pinsk Greater New York City Area Details
Steven Pinsk's Credit Suisse First Boston Experience January 1997 - January 1999
Job Experienced Equity Research Analyst
Industry Investment Banking
Experience
SMP FINANCIAL VENTURES   January 2009 - Present
NOBLE FINANCIAL GROUP2004 - 2008   November 2004 - October 2009
SMP INVESTORS   January 1999 - December 2004
Credit Suisse First Boston   January 1997 - January 1999
SCHRODERS, INC.   January 1993 - March 1997
Morgan Lewis & Bockius  January 1990 - January 1992

Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investments, Valuation, Mergers & Acquisitions

Education
COLUMBIA BUSINESS SCHOOL   1992 — 1993
MBA, FINANCE AND ACCOUNTING

Emory University   1983 — 1987
BA, ECONOMICS AND HISTORY

Raymond Wood Raymond Wood Greater New York City Area Details
Raymond Wood's Credit Suisse First Boston Experience January 2000 - January 2008
Job Managing DirectorHead of Global Power & Renewables at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  April 2015 - Present
Bank of America Merrill Lynch  August 2012 - April 2015
Credit Suisse  August 1990 - August 2012
Credit Suisse  May 1990 - August 2012
Credit Suisse First Boston   January 2000 - January 2008
Credit Suisse First Boston   June 1990 - December 1999
Chemical Bank  1984 - 1988

Skills
Valuation, Structured Finance, Capital Raising, Strategy, Project Finance, Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Capital Markets, Financial Structuring, Mergers, Due Diligence, Leveraged Finance, Finance, Mergers & Acquisitions, Equities, Renewable Energy, Energy, Solar Energy, Emerging Markets, Commodity, Derivatives, Portfolio Management, Investments, Structured Products, Joint Ventures, Hedge Funds, Risk Management, IPO

Education
Massachusetts Institute of Technology - Sloan School of Management   1988 — 1990
MBA, finance

Dartmouth College   1980 — 1984
BA, Government and Asian Studies

Princeton High School   1976 — 1980

Michael Tralli Michael Tralli Greater New York City Area Details
Michael Tralli's Credit Suisse First Boston Experience March 1993 - August 2002
Job Director, IT Facilities Infrastructure at North Shore LIJ Health System
Industry Hospital & Health Care
Experience
North Shore LIJ Health System  October 2006 - Present
North Shore LIJ Health System  2006 - Present
North Shore LIJ Health System  2006 - Present
NSLIJ  October 2006 - January 2010
Credit Suisse First Boston   March 1993 - August 2002

Education
Farmingdale State College   1977 — 1981
Engineering

Michael A. Shea Michael A. Shea Greater New York City Area Details
Michael A. Shea's Credit Suisse First Boston Experience 1986 - June 1992
Job Chief Information Officer Advisor
Industry Information Technology and Services
Experience
MS Technology Consulting LLC   January 2008 - Present
The American Red Cross  May 2011 - June 2012
Mason Harriman Group  2009 - 2012
US Department of Homeland Security  February 2011 - February 2011
USDA-FSIS  May 2010 - August 2010
General Motors  September 2007 - November 2007
Johnson & Johnson  August 1997 - August 2007
GlaxoSmithKline  June 1992 - July 1997
Credit Suisse First Boston   1986 - June 1992

Skills
E_Commerce, Governance, IT Strategy, Compliance, IT Management, Strategic Thinking, Management Consulting, Management, Process Improvement, Data Center, Project Management, Business Planning, Information Technology, Consulting, Infrastructure, Business Process..., Change Management, Project Portfolio..., Program Management, Strategy, Outsourcing, Executive Management, Vendor Management, Strategic Planning, Business Strategy, ITIL, Integration, Organizational Design, Business Continuity, Leadership, Enterprise Software, Cross-functional Team..., Start-ups

Education
Fairleigh Dickinson University   1982 — 1984
MBA, Information Technology & Management

St. Peter's College   1968 — 1971
BA, History

Belinda H Rubino Belinda H Rubino Greater New York City Area Details
Belinda H Rubino's Credit Suisse First Boston Experience 1978 - 1998
Job Principal/Creative Director at SweetSpot Marketing
Industry Marketing and Advertising
Experience
SweetSpot Marketing   1999 - Present
West Islip Chamber of Commerce   January 2009 - Present
Knights of York   1999 - Present
DC Safety   2005 - 2008
Credit Suisse First Boston   1978 - 1998

Skills
Advertising, Online Marketing, Email Marketing, Integrated Marketing, Trade Shows, Event Management, Graphic Design, Web Design, Brand Development, Creative Direction, Corporate Identity, Direct Mail, Art Direction, Marketing Strategy, Product Development, Logo Design, Social Media, Promotions, Brochures, Copywriting, Marketing Communications, Photography, Photoshop, SEO, Illustrator, Creative Strategy, Adobe Creative Suite, Social Media Marketing, InDesign, Microsoft Office, Creative Development, Public Relations, Direct Marketing, Graphics, Corporate Branding, Catalogs, Flash, Website Development, Trade Show Management, Dreamweaver, Newsletters, Corporate Communications, Lead Generation, Digital Marketing, Online Advertising, Press Releases, Blogging, Facebook, Social Networking, Digital Media

Education
Hofstra University
Bachelor’s Degree, Marketing and International Business

Fashion Institute of Technology   1980 — 1983
A.A.S, Advertising and Communications

New York School of Interior Design   1975 — 1976
Certificate, Interior Design

Brad Aitken Brad Aitken Greater Philadelphia Area Details
Brad Aitken's Credit Suisse First Boston Experience July 1998 - June 2001
Job Founder of Brilliant Smiles Dental Group
Industry Hospital & Health Care
Experience
Brilliant Smiles Dental Group   February 2008 - Present
FBR Capital Markets  February 2007 - February 2008
Legacy Partners Group   August 2004 - January 2007
Conway, Del Genio, Gries & Co., LLC   September 2001 - July 2004
Credit Suisse First Boston   July 1998 - June 2001

Skills
Dentistry, Financial Analysis, Healthcare, Investment Banking, Investments, Management, Mergers, Strategic Planning, Training, Customer Service

Education
Duke University   1994 — 1998
BA, Economics

Ali Mostafavee Ali Mostafavee New York, New York Details
Ali Mostafavee's Credit Suisse First Boston Experience 1994 - 2005
Job Head of Risk Management at Napier Park Global Capital
Industry Investment Management
Experience
Napier Park Global Capital  May 2013 - Present
Spartus Capital Management   2011 - 2013
Pardus Capital Managment   2010 - 2011
UBS Investment Bank  2008 - 2010
Tribeca Global Management  2006 - 2008
Credit Suisse First Boston   1994 - 2005

Skills
Hedging, Equity Derivatives, Market Risk, Hedge Funds, Risk Management, Liquidity Risk, Credit Derivatives, Financial Risk, Portfolio Management, Credit Risk, Alternative Investments, Fixed Income, Capital Markets, Portfolio Risk, Hedge Fund Risk, Risk Modeling, Risk Analysis, Options Strategies, Stress Analysis, Portfolio Construction, Volatility Arbitrage, Prime Brokerage Risk, Convertible Arbitrage, Event Driven, Distressed Debt, Interest Rate Risk..., FX Hedging, Portfolio Optimization, VAR, CDS, Bonds, Counterparty Risk, Prime Brokerage, Derivatives

Education
New York University   1996 — 2000
Master's degree, Economics

Dickinson College   1989 — 1993
Bachelor's degree, Economics

Cambridge University   1992 — 1992
Study Abroad: Institute of Economic and Political Studies

Conestoga Valley High School

Eileen Fox Eileen Fox Greater New York City Area Details
Eileen Fox's Credit Suisse First Boston Experience 1997 - 1998
Job Chief Financial Officer at The Resource Collaborative (TRC)
Industry Staffing and Recruiting
Experience
The Resource Collaborative, Inc.   2013 - Present
Presbyterian Nursery School and Kindergarten   2006 - Present
Credit Suisse First Boston   1997 - 1998
Credit Suisse First Boston   1994 - 1997
Credit Suisse First Boston   February 1988 - September 1994
European American Bank  August 1984 - February 1988

Skills
Corporate Finance, Budgets, Business Strategy, Finance, Management, Banking, Financial Planning

Education
Fairfield University
Bachelor of Arts (BA), English and History

Jim Hood Jim Hood Greater New York City Area Details
Jim Hood's Credit Suisse First Boston Experience 1984 - 1987
Job Co Founder at Facing Addiction
Industry Nonprofit Organization Management
Experience
Facing Addiction   January 2015 - Present
Soundview Strategies   January 2009 - September 2015
Henry Rak Consulting Partners  January 2010 - September 2011
Einstein Noah Restaurant Group  2007 - 2009
Bray+Hood+Associates   2001 - 2007
HipCricket  2004 - 2006
Greenfield Consulting Group  1999 - 2001
Young & Rubicam  1987 - 1999
Credit Suisse First Boston   1984 - 1987
Lehman Brothers  1982 - 1984

Skills
Market Research, Business Strategy, Product Development, Advertising, Marketing Strategy, New Business Development, Strategic Planning, Start-ups, Competitive Analysis, Management Consulting, Segmentation, Cross-functional Team..., P&L Management, Strategy Development, Marketing Research, Marketing Communications, Online Marketing, Marketing Management, Brand Development, Entrepreneur, Financial Analysis, Digital Marketing, Strategy, Marketing, Brand Management, Mobile Marketing, Leadership, Integrated Marketing, Positioning, Analytics, Market Planning, Brand Architecture, Account Management, Customer Insight, Executive Management, Market Analysis, Product Innovation, Strategic Partnerships, Multi-channel Marketing, Business Planning, Consulting, Entrepreneurship

Education
Cornell University
BA, Economics, Psychology

Harvard Business School
MBA

John Ohe John Ohe Greater New York City Area Details
John Ohe's Credit Suisse First Boston Experience 2001 - 2001
Job Hola Expat Tax Services for U.S. Expats
Industry Financial Services
Experience
Hola Expat   2012 - Present
CEO Connection  2013 - 2014
Cigna International  2011 - 2012
New York Life  2007 - 2011
Guardian Life Insurance Company  2006 - 2007
Empire BlueCross BlueShield (WellPoint)   2002 - 2006
Credit Suisse First Boston   2001 - 2001
Salomon Smith Barney  1998 - 2000

Skills
Insurance, Health Insurance, Life Insurance, Business Strategy, Business Planning, Strategic Planning, New Business Development, Divestitures, Joint Ventures, Valuation, Product Management, Business Development, Mergers & Acquisitions, Executive Management, Investments

Education
University of Pennsylvania - The Wharton School   1996 — 1998
MBA, Finance

Dartmouth College   1988 — 1992
BA, History, Economics

Regis High School   1984 — 1988

Brad Weinberg Brad Weinberg Greater New York City Area Details
Brad Weinberg's Credit Suisse First Boston Experience 1998 - 2005
Job Managing Director Peter J. Solomon Company
Industry Investment Banking
Experience
Peter J. Solomon Company  2013 - Present
UBS Investment Bank  2007 - 2013
Lehman Brothers  2005 - 2007
Credit Suisse First Boston   1998 - 2005
Chase Manhattan Corp.   1996 - 1998

Skills
Investment Banking, Corporate Strategy..., Corporate Finance, Leadership, Emerging Markets, Mergers & Acquisitions, Cross-border, Capital Markets, Food Retail Industry, Hardlines Retail..., Restaurant Industry, Mentoring, Communication, Private Equity, Corporate Development

Education
Emory University - Goizueta Business School   1992 — 1996
Bachelor of Business Administration (BBA), Finance, General

Deanne Butchey Deanne Butchey Miami/Fort Lauderdale Area Details
Deanne Butchey's Credit Suisse First Boston Experience 1988 - 1992
Job Senior Lecturer, Finance at Florida International University
Industry Higher Education
Experience
Deanne Butchey, Inc.   2013 - Present
Florida International University  December 2003 - Present
FIU College of Business   December 2008 - May 2013
Florida International University  1992 - 2012
Florida International University  October 2007 - December 2008
Credit Suisse First Boston   1988 - 1992
MIdland Walwyn/Merrill Lynch Toronto (Ltd)   1986 - 1988

Skills
Accreditation expertise..., Civic Engagement, Financial literacy, Accreditation, Teaching, Leadership Development, Public Speaking, Research, Higher Education, Fundraising, Data Analysis, Staff Development, Conflict Resolution, Student Affairs, Entrepreneurship, PowerPoint, Leadership, Microsoft Office, University Teaching, Budgets, Student Development, Organizational..., Spanish, Curriculum Design, Career Counseling, Academic Advising, Financial Education, Social Networking, Nonprofits, Adult Education, Community Outreach, Analysis, Statistics, E-Learning, Strategic Planning, Event Planning, Coaching, Risk Management, Academic Administration, Program Development, Admissions, Distance Learning, Higher Education...

Education
Harvard Business School   2007 — 2007
Strategic Financial Analysis, Executive Education

Florida International University   1995 — 2005
Ph.D, Finance

York University - Schulich School of Business   1983 — 1985
MBA 85, Finance

York University   1981 — 1983
BA, Honors Economics

The University of Western Ontario - Richard Ivey School of Business   1979 — 1981
Bachelor of Arts (B.A.), Economics

Naparima Girls'   1972 — 1979
Cambridge GCE "O" and "A" levels, Math, Economics, Geography, English

Harvard Business School
Faculty Development, Case Facilitation

Siddharth Saran Siddharth Saran Greater New York City Area Details
Siddharth Saran's Credit Suisse First Boston Experience July 1998 - March 2001
Job Tech entrepreneur; Corp. Finance Adviser
Industry Venture Capital & Private Equity
Experience
Orca Advisory LLC   July 2015 - Present
Product Lab, LLC   January 2014 - Present
Take It Away, Inc.   January 2014 - Present
UBS Investment Bank  August 2004 - November 2012
Visual Sciences LLC   June 2003 - August 2003
NextPoint Partners   March 2001 - June 2002
Credit Suisse First Boston   July 1998 - March 2001

Skills
Corporate Finance, LBO, Leveraged Finance, Investment Banking, Capital Markets, Due Diligence, Equities, Financial Modeling, Business Acquisition..., Bonds, Fixed Income, Software, Strategic Financial..., Project Management, Company Valuation

Education
University of Pennsylvania - The Wharton School   2002 — 2004
MBA

Dartmouth College   1997 — 1998
Engineering

Middlebury College   1993 — 1997
1997

Mike Khorrami Mike Khorrami Greater New York City Area Details
Mike Khorrami's Credit Suisse First Boston Experience 1998 - 2002
Job COO at Tricadia Capital Managment
Industry Investment Management
Experience
Tricadia Capital Managment   April 2013 - Present
Kiski Alpha Partners   June 2009 - March 2013
Investment Risk Management LP   May 2008 - June 2009
Millennium Partners  April 2006 - April 2008
Brevan Howard  December 2002 - March 2006
Credit Suisse First Boston   1998 - 2002
Omega Advisors  December 1996 - March 1998
Tiger Management  1993 - 1996
JP Morgan  June 1986 - September 1993

Skills
Fixed Income, Hedge Funds, Derivatives, Credit, MBS, Portfolio Management, Investments, Asset Managment, ABS, Investment Management, Foreign Exchange, Investment Banking, Equities, Investment Strategies, Asset Allocation, Quantitative Finance, Capital Markets, Trading, Electronic Trading, Alternative Investments, Financial Modeling, Options, Volatility, FX Options, Asset Management, Structured Finance, Private Equity, Corporate Finance, Securities, Proprietary Trading, Trading Systems, Bonds, Financial Markets, Emerging Markets, Hedging, Series 7, Financial Structuring, Due Diligence, Interest Rate..., Commodity, Structured Products, Equity Research, Valuation, Swaps, Prime Brokerage, Fund Of Funds, Equity Derivatives, Risk Management, Bloomberg, Credit Derivatives

Education
University of Pennsylvania   1984 — 1986
MBA, Finance

Cornell University   1978 — 1982
BS, Chemical Engineering

Hun School of Princeton   1977 — 1978
High School Diploma

Vishal Khera Vishal Khera Washington D.C. Metro Area Details
Vishal Khera's Credit Suisse First Boston Experience 1996 - 1998
Job President at Creative Systems and Consulting
Industry Information Technology and Services
Experience
Creative Systems and Consulting  September 2010 - Present
Federal Reserve Information Technology  November 2008 - September 2010
Gartner  June 2000 - November 2008
Credit Suisse First Boston   1996 - 1998

Skills
Enterprise Architecture, Cloud Computing, Strategic Sourcing, Solution Architecture, IT Strategy, Virtualization, Architecture, SOA, SDLC, Governance, IT Management, Business Process..., IT Outsourcing, Strategy, Program Management, Requirements Analysis, PMP, Integration, ITIL, Data Center, High Availability, Architectures, Enterprise Software, Information Security

Education
Certified Project Management Professional   2005 — 2005
PMP

University of Maryland - Robert H. Smith School of Business   1998 — 2000
MBA, Strategy, Finance

SGSITS   1991 — 1995
BE, Computer Science

Devi Ahilya Vishwavidyalaya   1991 — 1995
BS, Computer Engineering

Scindia

Laura Gold Laura Gold Miami/Fort Lauderdale Area Details
Laura Gold's Credit Suisse First Boston Experience June 2001 - August 2004
Job IT Specialist at eXfuze, LLC
Industry Marketing and Advertising
Experience
eXfuze, LLC  May 2013 - Present
Global Gas Card   April 2011 - December 2011
Focus My Health   December 2009 - July 2010
NaturScience/MDR, LLC   January 2005 - February 2010
Credit Suisse First Boston   June 2001 - August 2004
Reservhotel International   September 2000 - June 2001
Claremont Resort & Spa  December 1998 - July 2000
Resort At Squaw Creek  March 1995 - December 1998

Skills
Recruiting, Program Management, Sourcing, Negotiation, Leadership, Coaching, Hospitality, Sales, Hotels, Project Planning, Management, Employee Relations, Strategic Planning, Inventory Management, Budgets, Training, Team Building, Customer Satisfaction, Event Management, Business Analysis

Education
Florida International University   1986 — 1988
BS, Hospitality Management

Tom Abrams Tom Abrams Greater New York City Area Details
Tom Abrams's Credit Suisse First Boston Experience July 1996 - November 2000
Job MLP Analyst at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley  November 2014 - Present
New York City  January 2013 - November 2014
Columbia Management  October 2003 - December 2012
Dreyfus  April 2001 - August 2003
Credit Suisse First Boston   July 1996 - November 2000
Oppenheimer & Co.   January 1995 - June 1996
Kidder Peabody  April 1994 - December 1994
Lord Abbett  June 1984 - March 1994

Skills
Equity Research, Energy, Equities, Asset Managment, Portfolio Management, Financial Modeling, Oil & Gas Companies, Equity Valuation, Materials, MLP, Valuation, Strategy, Asset Management, Investment Management, Options, Investments, Hedge Funds, Alternative Investments, Capital Markets

Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance, Accounting

Hamilton College
A.B., cum laude, Economics

Rita Santelli Rita Santelli Washington D.C. Metro Area Details
Rita Santelli's Credit Suisse First Boston Experience June 1992 - May 1997
Job Head of Marketing, US at World Duty Free Group
Industry Marketing and Advertising
Experience
World Duty Free Group  October 2013 - Present
BoardSource  July 2011 - October 2013
Insights into Action   January 2010 - July 2012
Choice Hotels International  June 2004 - December 2009
Walt Disney World  August 2001 - May 2004
Credit Suisse First Boston   June 1992 - May 1997

Skills
Marketing Strategy, Marketing, Marketing Communications, Brand Management, Leadership, Strategic Planning, Training, Integrated Marketing, Public Speaking, Fundraising, Media Relations, Nonprofits, Social Media, Public Relations, PowerPoint

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1999 — 2001
MBA, Marketing

Fairfield University   1988 — 1992
BA, Economics

Bishop Eustace   1984 — 1988

John Piscopo John Piscopo Greater New York City Area Details
John Piscopo's Credit Suisse First Boston Experience August 1999 - December 1999
Job Realtor Associate at KELLER WILLIAMS ELITE
Industry Financial Services
Experience
KELLER WILLIAMS ELITE  December 2013 - Present
Citi  January 2005 - October 2013
CENTURY 21 APEX   December 2003 - December 2004
Citi  January 2000 - December 2002
Credit Suisse First Boston   August 1999 - December 1999
Citibank  February 1999 - June 1999
CROMWELL PARTNERS   August 1997 - January 1999
American International Group  September 1996 - August 1997
Bank of New York Mellon  September 1995 - August 1996
Lehman Brothers  April 1989 - May 1995

Skills
TSO, Microsoft Office, Visio, Testing, Business Analysis, Risk Management, SharePoint, MS Project, Management, Fixed Income, Databases, Process Improvement, PMO, Financial Services, Unix, SQL, Project Planning, COBOL, Business Requirements, Oracle, Project Management, Release Management, SDLC, Disaster Recovery, Options, Vendor Management, Quality Assurance, Windows, Test Planning, Change Management, Finance, User Acceptance Testing, Banking, Program Management, Trading, Information Technology, Back Office, Requirements Analysis, IT Strategy, Requirements Gathering, Portfolio Management, Software Project..., Project Portfolio..., Microsoft Project

Education
Fairfield University   1976 — 1981
BS, Business Management

Goodloe White Goodloe White Birmingham, Alabama Area Details
Goodloe White's Credit Suisse First Boston Experience July 1996 - June 1997
Job
Industry Investment Banking
Experience
Porter, White & Company   February 2002 - Present
ALK Technologies  2000 - 2001
Credit Suisse  July 1997 - June 1998
Credit Suisse First Boston   July 1996 - June 1997
CS First Boston  July 1994 - June 1996

Skills
Investments, Finance, Investment Banking, Management, Mergers & Acquisitions, Investment Management, Due Diligence, Financial Modeling, Financial Advisory, Project Finance

Education
Duke University - The Fuqua School of Business   1998 — 2000
MBA

Princeton University   1990 — 1994
BSE

Indian Springs School   1985 — 1990

Jesús Repetto Jesús Repetto Greater New York City Area Details
Jesús Repetto's Credit Suisse First Boston Experience 2000 - 2001
Job Entrepreneur, Travel Apasionado, Marketing Enthusiast, and Techie
Industry Leisure, Travel & Tourism
Experience
Titanium Tours   February 2011 - Present
NubiQ   January 2013 - Present
Bebe Innova   August 2005 - Present
Banco Santander  April 2003 - April 2007
Credit Suisse First Boston   2000 - 2001
Smith Barney  October 1999 - March 2000

Skills
Investments, Entrepreneurship, Wealth Management, Portfolio Management, Strategy, Tourism, Business Strategy, Marketing, Financial Modeling, Marketing Strategy, Customer Service, Management, Sales Management, Strategic Planning, Negotiation, Brand Management, Social Media Marketing, Advertising, Social Networking, Public Speaking, Social Media, Product Development, Business Planning, Start-ups, Online Marketing, E-commerce

Education
EAE Business School   2001 — 2002
MBA, MBA, MBA

University of San Francisco   1992 — 1995
BS, Business Administration

Colegio San Francisco de Paula, Sevilla   1978 — 1989

General Assembly

General Assembly

General Assembly

General Assembly

Andrea Crikelair Andrea Crikelair United States Details
Andrea Crikelair's Credit Suisse First Boston Experience 1998 - 2004
Job CA
Industry Financial Services
Experience
Round Hill Partners  August 2009 - May 2013
UBS Investment Bank  2004 - 2008
Credit Suisse First Boston   1998 - 2004

Skills
Series 7, Equities, Trading, Spanish, Real Estate

Education
Duke University   1994 — 1998
BA, Double Major Economics and Public Policy, Minor in Spanish

Greenwich High School

Regina Bienstock Regina Bienstock Greater New York City Area Details
Regina Bienstock's Credit Suisse First Boston Experience July 1999 - June 2001
Job Head of Business Operations, MARKETPLACE by ADTECH at AOL
Industry Internet
Experience
AOL  July 2012 - Present
AOL  December 2011 - January 2013
AOL  October 2009 - December 2011
AOL LLC  May 2005 - September 2010
JP Morgan  November 2003 - May 2005
Jefferies & co  June 2001 - May 2003
Credit Suisse First Boston   July 1999 - June 2001

Skills
Financial Analysis, E-commerce, Negotiation, Yield Management, Online Advertising, Corporate Development, Financial Modeling, Strategic Partnerships, M&A experience, Valuation, Digital Media, Competitive Analysis, Mobile Devices, Digital Strategy, Business Development, New Media, Analytics, Product Management, Mobile Advertising, Content Strategy, CRM, Integrated Marketing

Education
Dartmouth College   1995 — 1999
BA, Economics

Matthew Katzeff Matthew Katzeff Greater New York City Area Details
Matthew Katzeff's Credit Suisse First Boston Experience 1998 - 2000
Job Director and Head of the New York Office at GBQ Consulting
Industry Investment Banking
Experience
GBQ Consulting, LLC   September 2014 - Present
JM Global Partners   October 2013 - Present
Ashir Group   February 2010 - September 2014
J Giordano Securities Group  2007 - January 2010
North Atlantic Trading Company   2003 - 2007
Peter J. Solomon Company  2000 - 2003
Credit Suisse First Boston   1998 - 2000
SBC Warburg Dillon Read (Currently UBS)   1997 - 1998
The Blackstone Group  1993 - 1997

Skills
Private Equity, Investment Banking, Valuation, Venture Capital, Private Placements, Commodity, Joint Ventures, Investments, Due Diligence, Mergers & Acquisitions, Funding, Trading, Acquisitions, Hedge Funds, Alternative Investments, Capital Markets, Securities, Equity Research, Fixed Income, Equities, Asset Management, IPO, Bloomberg, Financial Modeling

Education
Cornell University   1988 — 1991
Bachelor of Science, Economics

scott callison scott callison Greater New York City Area Details
scott callison's Credit Suisse First Boston Experience August 1987 - July 1993
Job Executive Director, Information Risk Director at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co.   August 2015 - Present
Bridgewater Associates  October 2010 - March 2015
CIT Group  April 2010 - October 2010
Avaya  November 2008 - February 2010
Morgan Stanley  April 1996 - May 2008
Goldman Sachs  July 1993 - April 1996
Credit Suisse First Boston   August 1987 - July 1993

Skills
IT Management, Enterprise Architecture, Infrastructure, Information Security, Risk Management, IT Operations, Program Management, IT Strategy, Transformational..., Vendor Management, Financial Services, Outsourcing, Disaster Recovery, IT Service Management, Change Management, ITIL, Business Continuity, Process Improvement, Integration, Portfolio Management, Market Data, Business Analysis, Data Center, Management, Information Technology, Enterprise Software, Strategy, Leadership, SDLC, Incident Management, SharePoint, Telecommunications, Business Process..., IT Security Best...

Education
Wichita State University   1977 — 1979
Business Data Processing

Emporia State University   1976 — 1977
Accounting and Physical Education

Oliver Goldstein Oliver Goldstein Greater New York City Area Details
Oliver Goldstein's Credit Suisse First Boston Experience April 1999 - January 2002
Job Real Estate professional with finance background and deep knowledge of leasing & capital markets.
Industry Real Estate
Experience
NGKF Capital Markets   2005 - Present
Eastdil Secured  2003 - 2004
Deka Investment   2002 - 2003
Credit Suisse First Boston   April 1999 - January 2002
Jones Lang Wootton  April 1996 - April 1999

Skills
Asset Management, Real Estate, Investment Properties, Sales, Building Relationships, Real Estate Investment, Market Analysis, Due Diligence, Financial Analysis, Research, Valuation, Financial Modeling, Real Estate Development, Negotiation, Real Estate Finance, Argus Modeling, Microsoft Excel, Real Estate Economics, Landlords, Asset Managment, Tenant

Education
European Business School   1991 — 1995
European Business Administration, International Economics

Stowe School   1985 — 1990
A level, Economic and Politics

Chris Woodcock Chris Woodcock San Francisco Bay Area Details
Chris Woodcock's Credit Suisse First Boston Experience April 2003 - July 2004
Job Sr Business Analyst at Standish
Industry Financial Services
Experience
Standish  August 2011 - Present
Shouson Inc   April 2008 - Present
OneRoof, Inc.   April 2009 - March 2011
Delta Dental Insurance  June 2007 - December 2008
Daegis  October 2005 - June 2007
Credit Suisse First Boston   April 2003 - July 2004
Deutsche Bank  January 2002 - December 2002
Entergy-Koch   August 2001 - October 2001
Lloyds TSB International Retail Banking   June 2000 - April 2001
Societe Generale  1999 - 2000

Skills
Scrum, Agile Methodologies, Cloud Computing, ASP.NET, SOAP, Project Management, SOA, .NET, Software Engineering, Database Design, Data Modeling, Visual Studio, Product Management, Business Analysis, Software Design, XML, Requirements Analysis, SDLC, SaaS, Object Oriented Design, C#, Databases, Web Services, Microsoft SQL Server, PL/SQL

Education
De Montfort University   1993 — 1997
BSC Hons, Software Engineering

Brighton College   1985 — 1989
'O' and 'A' levels, Mathematics, Physics and Design & Technology

South Island School   1980 — 1985
'O' levels, Study up until O Levels

Steven J Driscoll CPA,FRM,CFA Steven J Driscoll CPA,FRM,CFA Greater New York City Area Details
Steven J Driscoll CPA,FRM,CFA's Credit Suisse First Boston Experience February 1998 - February 2000
Job Highly Accredited Financial Services Professional
Industry Financial Services
Experience
Daniel DeStefano CPA   July 2009 - Present
JPMorgan Chase  November 2002 - July 2009
Schroders  February 2000 - September 2002
Credit Suisse First Boston   February 1998 - February 2000

Skills
Financial Analysis, Accounting, Equities, Financial Reporting, Portfolio Management, Asset Management, Investment Advisory, Risk Management, Fixed Income, Audit, Financial Accounting, Internal Controls, Financial Management, Corporate Finance, Forecasting, Auditing, Financial Services, Securities, Middle Office, Hedge Funds, Investment Banking, Mergers & Acquisitions, Alternative Investments, Mutual Funds, Financial Statements, Prime Brokerage

Education
New York Institute of Finance   2010 — 2011
Certificate, Treasury Management

New York University   2003 — 2005
Certifiate, Financial Analysis

Fairleigh Dickinson University
BS, Accounting

Garett Stoffels Garett Stoffels New York, New York Details
Garett Stoffels's Credit Suisse First Boston Experience 2000 - 2004
Job Partner, Cantor Fitzgerald and BGC Partners; Head of Equity Capital Markets, Newmark Grubb Knight Frank
Industry Financial Services
Experience
Newmark Grubb Knight Frank, a BGC Partners company and affiliate of Cantor Fitzgerald   May 2014 - Present
BGC Partners, a public affiliate of Cantor Fitzgerald   June 2012 - Present
Cantor Fitzgerald  November 2009 - Present
Atlantic Pacific Capital  2008 - 2009
Bear Stearns & Co. (acquired by J.P. Morgan in 2008)   2007 - 2008
J.P. Morgan Securities Inc.   2005 - 2007
Credit Suisse First Boston   2000 - 2004
Arthur Andersen & Co.   1994 - 1997

Skills
Mergers & Acquisitions, Equity Capital Markets, Equity Fund Placements, Equity Joint Ventures, Real Estate, Gaming & Lodging, Debt Capital Markets, Mezzanine Financing, Preferred Equity, Project Finance, Construction Finance

Education
Duke University - Fuqua School of Business   1998 — 2000
MBA, Emphasis in Finance, Fuqua Scholar

University of California, Santa Barbara   1992 — 1994
BA, Business Economics, Highest Honors

Brett Chappell Brett Chappell Saint Louis, Missouri Details
Brett Chappell's Credit Suisse First Boston Experience 1991 - 1995
Job Finance | Investments
Industry Nonprofit Organization Management
Experience
Crossroads College Preparatory School  2012 - Present
RGA  2008 - 2011
ING Investment Management  2004 - 2007
NY Life Investment Management   1995 - 2003
Credit Suisse First Boston   1991 - 1995
Credit Suisse First Boston   1987 - 1989

Skills
Portfolio Management, Investment Analytics, Asset Allocation, Team Leadership, Risk Management, Client Relations, Fixed Income, Trading, Credit, Asset Liability..., Investment Policy, Liability Driven..., Stable Value, ALM, Bloomberg, Financial Analysis, Alternative Investments, Emerging Markets, LDI, Asset Management, Investments, Leadership, Bonds, Valuation, Capital Markets

Education
Duke University - The Fuqua School of Business   1989 — 1991
MBA

Emory University   1983 — 1987
BA, Economics and Mathematics Religion

Ralph Grill Ralph Grill Red Bank, New Jersey Details
Ralph Grill's Credit Suisse First Boston Experience September 1991 - September 1994
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  2011 - Present
Fimat  2005 - 2008
Tradition North America, Inc.   April 1997 - April 2005
Credit Suisse First Boston   September 1991 - September 1994
JP Morgan Chase  September 1990 - September 1991
JP Morgan Chase  1987 - 1990

Skills
Investments, Fixed Income, Bloomberg, Credit, Trading, Options, Derivatives, Financial Markets, Equities, Portfolio Management, FX Options, Wealth Management, Bonds, Credit Derivatives, Financial Services, Finance

Education
Fairleigh Dickinson University   1983 — 1987
BS, Finance

Palisades Park High School

Natalie English Natalie English New York, New York Details
Natalie English's Credit Suisse First Boston Experience 1985 - Present
Job Assistant Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse  February 1985 - Present
Credit Suisse First Boston   1985 - Present

Skills
Investment Banking, Disaster Recovery, IT Strategy, ITIL, Enterprise Architecture, Business Continuity, SDLC, Vendor Management, Process Improvement, Blackberry Enterprise..., Infrastructure, IT Management, IT Service Management, IT Operations, Enterprise Software, Virtualization

Education
DeVry University

David Kennedy David Kennedy Dallas/Fort Worth Area Details
David Kennedy's Credit Suisse First Boston Experience 1997 - 2003
Job Director, Infrastructure, Automation, Cloud
Industry Information Technology and Services
Experience
Undisclosed  April 2015 - Present
Dealertrack Technologies  June 2014 - April 2015
Dealertrack Technologies  February 2013 - June 2014
NCH  January 2012 - January 2013
NCH  March 2007 - April 2012
ABeam Consulting  2006 - 2007
Solus Technologies   2003 - 2007
Credit Suisse  1998 - 2003
Credit Suisse First Boston   1997 - 2003
Lehman Brothers  1997 - 1998

Skills
Strategic Planning, Data Center, Strategy, VMware, IT Strategy, IT Management, Project Management, ERP Oracle, Oracle E-Business Suite, Microsoft Servers, SharePoint, Cloud Computing, Cloud Computing IaaS, Vendor Management, Talent Management, Talent Acquisition, IT Transformation, Entrepreneurial Startups, Manufacturing, Investment Banking, Defense Industries, Healthcare, Network Infrastructure, Disaster Recovery, Business Analysis, System Deployment, Business Process..., Business Strategy, ERP, Enterprise Architecture, Management, Program Management, Consulting, PMO, Linux, Technical Support, Leadership, Integration, Outsourcing, IT Operations, Information Technology, Entrepreneurship, SDLC, Analysis, Business Process, Process Improvement, Infrastructure, Executive Management, Project Portfolio..., PMP

Education
Excelsior College   2011 — 2011
Bachelor of Science, Business Administration

The University of New Mexico   1994 — 1997
Computer Science

David Rollins David Rollins Baton Rouge, Louisiana Area Details
David Rollins's Credit Suisse First Boston Experience 2002 - 2004
Job
Industry Investment Banking
Experience
_________, ________, & ________, Inc.   2012 - Present
Boy Scouts of America  2011 - Present
Morgan Stanley  2011 - 2012
boutique wealth advisory firm   April 2009 - August 2011
Credit Suisse  August 2002 - April 2009
Credit Suisse First Boston   2002 - 2004
IBM Rational  January 2001 - September 2001
Merrill Lynch  November 2000 - March 2001
Fidelity Investments  2000 - 2000
Accenture  1991 - 1995

Skills
Wealth Management, Corporate Governance, ClearQuest, Fixed Income, Configuration Management, Investment Banking, PMO, Capital Markets, Risk Management, Financial Risk, Sybase, SDLC, Economics, Investments, Asset Management, Equities, Bloomberg, Financial Services

Education
Harvard University   1997 — 1998
History of Science

Duke University   1987 — 1991
Bachelor of Arts (B.A.), Economics

Louisiana State University   1986 — 1987
Mathematics

Luis M. Zuniga Luis M. Zuniga Tampa/St. Petersburg, Florida Area Details
Luis M. Zuniga's Credit Suisse First Boston Experience January 1999 - January 2002
Job Marketing Executive | Business Strategist
Industry Marketing and Advertising
Experience
Mile Marker 10, Inc.   October 2014 - Present
World Travel Holdings  August 2010 - August 2014
Burger King Corporation  November 2003 - August 2010
Aussie Pet Mobile  October 2003 - December 2008
Credit Suisse First Boston   January 1999 - January 2002

Skills
Online Marketing, Product Marketing, Negotiation, Marketing, Business Development, Digital Marketing, Marketing Strategy, Online Advertising, Strategy, Product Development, Social Media Marketing, Cross-functional Team..., Social Media, Start-ups, Marketing Communications, Program Management, Brand Awareness, Sales, SEM, Competitive Analysis, Advertising, Strategic Planning, Integrated Marketing, Strategic Partnerships, Public Relations, Brand Management, Leadership, Management

Education
University of Virginia Darden School of Business   1998 — 2000
Master of Business Administration (M.B.A.), Marketing and Finance; General Management

Duke University   1992 — 1995
Bachelor’s Degree

Nat Schindler Nat Schindler San Francisco Bay Area Details
Nat Schindler's Credit Suisse First Boston Experience January 2000 - June 2001
Job Director Equity Research at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America - Merrill Lynch  May 2007 - Present
Merrill Lynch  May 2007 - December 2010
Piper Jaffray & Co.   June 2005 - May 2007
Credit Suisse First Boston   January 2000 - June 2001
Volpe Brown Whelan  January 1998 - June 1999
Volpe Brown Whelan  June 1995 - January 1998

Skills
Mergers, Equity Research, Investment Banking, Hedge Funds, IPO, Mergers & Acquisitions, Financial Modeling, Capital Markets, Valuation, Investments, Equities, Bloomberg, Portfolio Management, Financial Analysis

Education
Dartmouth College   1991 — 1995
AB, Electrical Engineering and Economics

Raoul Schuddeboom Raoul Schuddeboom Greater New York City Area Details
Raoul Schuddeboom's Credit Suisse First Boston Experience 1997 - 1999
Job Global Head of Investment Banking at Dealogic
Industry Financial Services
Experience
Dealogic  2011 - Present
Amba Research  2005 - February 2011
Irevna  2003 - 2005
Lehman Brothers  2000 - 2002
Donaldson, Lufkin & Jenrette   1999 - 2000
Credit Suisse First Boston   1997 - 1999
BZW (Barclays de Zoete Wedd)   1995 - 1997

Skills
Capital Markets, Entrepreneurship, Private Equity, Financial Modeling, Investment Banking, Investments, Financial Analysis, Strategy, Equities, Mergers & Acquisitions, Asset Management, Finance, Due Diligence, Valuation, Mergers, Risk Management, Corporate Finance, Hedge Funds, Emerging Markets, Business Development, Financial Markets, Fixed Income

Education
University of Chicago   1993 — 1995
MBA

Erasmus University Rotterdam   1986 — 1992
MSc

Jared Langus Jared Langus Greater Los Angeles Area Details
Jared Langus's Credit Suisse First Boston Experience 2002 - 2004
Job Vice President at Hammond Hanlon Camp LLC
Industry Investment Banking
Experience
Hammond Hanlon Camp LLC  August 2014 - Present
Kaufman Hall  August 2008 - July 2014
Houlihan Lokey  May 2006 - December 2007
Legg Mason Wood Walker, Inc.   May 2005 - July 2005
Credit Suisse First Boston   2002 - 2004
McKinsey & Company  June 2000 - June 2002
GE Capital  1999 - 2000

Skills
Mergers, Financial Planning, Accounting, Strategic Planning, Due Diligence, Strategic Partnerships, Corporate Finance, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Managerial Finance, Finance, Strategy, Financial Modeling, Valuation, Analysis, Investment Banking, Private Equity, Management, Management Consulting

Education
Robert H. Smith School of Business   2004 — 2006
MBA, Accounting and Finance

Emory University   1995 — 1999
BBA, Finance

East Meadow High   1991 — 1995

Jonathan Chew Jonathan Chew Greater Los Angeles Area Details
Jonathan Chew's Credit Suisse First Boston Experience June 2005 - August 2005
Job Director of Corporate Planning at Westfield
Industry Real Estate
Experience
Westfield  2014 - Present
Westfield  2012 - 2014
Westfield  2011 - 2012
Urban Land Institute  2009 - 2012
Westfield  January 2011 - April 2011
Forest City Enterprises  2010 - 2010
Credit Suisse  2006 - 2008
Credit Suisse First Boston   June 2005 - August 2005
UCLA Anderson  August 2004 - June 2005
Mars and Company   2001 - 2004

Skills
Financial Modeling, Strategy, Due Diligence, Financial Analysis, Structured Finance, Financial Reporting, Commercial Real Estate, Capital Markets, Management, Business Strategy, Executive Management, Finance, Start-ups, Investments, Private Equity, Portfolio Management, Entrepreneurship, Valuation

Education
University of Southern California   2010 — 2010
Certificate, Ross Program in Real Estate

University of California, Los Angeles   2008 — 2010
NA, UCLA Extension

UCLA Anderson School of Management   2004 — 2006
MBA, Finance & Entrepreneurship

Cornell University   1996 — 2000
B.A., Economics & Psychology

Punahou School   1983 — 1996

University of Hawaii at Manoa

Sendur Sellakumar Sendur Sellakumar San Francisco Bay Area Details
Sendur Sellakumar's Credit Suisse First Boston Experience May 2005 - August 2005
Job
Industry Computer Software
Experience
Splunk  March 2013 - Present
Morgan Stanley  March 2007 - March 2013
Credit Suisse  July 2006 - February 2007
Credit Suisse First Boston   May 2005 - August 2005
DR Systems  2003 - 2004
Autodesk  October 2000 - January 2003
Qualcomm  June 1998 - June 2000

Skills
Financial Analysis, Financial Modeling, Software Development, Product Management, Strategic Financial..., Corporate Finance, Corporate Development, Start-ups, Mergers & Acquisitions, Investment Banking, Executive Management, Cloud Computing, IPO, Investments, Private Equity, Enterprise Software, Valuation, Capital Markets, Equity Research, Equities

Education
Cornell University - Johnson Graduate School of Management   2004 — 2006
MBA

University of California, San Diego   1997 — 2001
BS

Sandeep Sahrawat Sandeep Sahrawat Greater New York City Area Details
Sandeep Sahrawat's Credit Suisse First Boston Experience May 2005 - February 2006
Job
Industry Capital Markets
Experience
Bank of Tokyo-Mitsubishi UFJ  September 2012 - Present
Credit Suisse  September 2008 - August 2012
TPG-AXON Capital  July 2008 - September 2008
Credit Suisse  May 2006 - July 2008
Caxton Associates LLC  February 2006 - May 2006
Credit Suisse First Boston   May 2005 - February 2006
Bank of America  January 2003 - May 2005
Bank of America  May 2001 - January 2003
Bank of America  January 1997 - May 2001

Skills
Credit Risk, Market Risk, Middle Office, Back Office, Dodd-Frank, FX Options, Interest Rate..., Foreign Exchange, Front Office, Basel II

Education
NYU Stern School of Business   1995 — 1997
MBA, Finance

Delhi University   1991 — 1993
Masters, Business Economics

Delhi University   1988 — 1991
Bachelor of Arts (Hons), Economics

Peter A. Fowler Peter A. Fowler San Francisco Bay Area Details
Peter A. Fowler's Credit Suisse First Boston Experience 1984 - 2001
Job
Industry Investment Banking
Experience
Greensill Capital   August 2014 - Present
Headlands Capital, Inc.   September 2001 - Present
Credit Suisse First Boston   1984 - 2001
Lehman Brothers  June 1983 - September 1983
Merrill Lynch & Co.   August 1980 - August 1982

Skills
Corporate Finance, Mergers, Investment Banking, Business Strategy, Due Diligence, Financial Modeling, Private Equity, Capital Markets, Mergers & Acquisitions, Strategy, Hedge Funds, Finance, Executive Management, Restructuring, Asset Management, Financial Services, Venture Capital

Education
University of Pennsylvania - The Wharton School   1982 — 1984
MBA

Dartmouth College   1976 — 1980
BA

Episcopal Academy   1970 — 1976

Joseph Zitoli Joseph Zitoli Greater New York City Area Details
Joseph Zitoli's Credit Suisse First Boston Experience March 2000 - October 2003
Job Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  June 2005 - Present
m.a.partners   October 2003 - June 2005
Credit Suisse First Boston   March 2000 - October 2003

Skills
Capital Markets, Portfolio Management, Strategy, Financial Risk, Change Management, Hedge Funds, Fixed Income, Business Development, Investment Banking, Equities, Derivatives, Asset Managment, Trading Systems, Alternative Investments, Risk Management, Financial Markets, Private Equity, Electronic Trading, Equity Derivatives, Structured Products, Investments, Banking, Financial Services, Trading

Education
Cornell University
Masters in Financial Engineering

Lee Coker Lee Coker Greater Atlanta Area Details
Lee Coker's Credit Suisse First Boston Experience June 2002 - September 2003
Job Director, Investor Relations at The CocaCola Company
Industry Consumer Goods
Experience
The Coca-Cola Company  July 2012 - Present
The Coca Cola Company  June 2007 - July 2012
The Home Depot  May 2004 - June 2007
Credit Suisse First Boston   June 2002 - September 2003
JMAC Consultants   January 1998 - June 2000

Skills
Strategy, Acquisition Integration, Corporate Finance, Business Development, Competitive Analysis, Business Strategy, Venture Capital, Financial Analysis, Investor Relations, M&A experience, Strategic Financial...

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2000 — 2002
MBA

Dartmouth College   1991 — 1995
BA

Blair Schmicker Blair Schmicker San Francisco Bay Area Details
Blair Schmicker's Credit Suisse First Boston Experience 2000 - 2002
Job Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments  August 2007 - Present
Aetos Capital  2003 - 2005
Credit Suisse First Boston   2000 - 2002

Education
University of Pennsylvania - The Wharton School   2005 — 2007
MBA, Finance, Real Estate

Dartmouth College   1996 — 2000
BA, Economics, Math, Engineering

Miramonte High School   1992 — 1996

Byron Boston Byron Boston Richmond, Virginia Details
Byron Boston's Credit Suisse First Boston Experience 1986 - 1997
Job President, CEO, COChief Investment Officer at Dynex Capital Inc.
Industry Investment Management
Experience
Dynex Capital Inc.   December 2013 - Present
Dynex Capital Inc.   July 2012 - Present
Dynex Capital Inc.   February 2008 - July 2012
Boston Capital Advisors, LLC   November 2006 - January 2008
Sunset Financial Resources   January 2004 - October 2006
Freddie Mac  1997 - 2003
Credit Suisse First Boston   1986 - 1997
Lehman Brothers  January 1991 - June 1993
chemical bank  1981 - 1984
chemical bank  1981 - 1984

Skills
Asset Managment, Mortgage Lending, Fixed Income, Derivatives, Investments, Portfolio Management, Capital Markets, Valuation, Risk Management, Securitization, Hedge Funds, Securities, Loans, Financial Modeling, Private Equity, Trading, Credit

Education
The University of Chicago Booth School of Business   1984 — 1986
MBA, Finance/Accounting

Dartmouth College   1977 — 1981
AB, Economics

Phillip Falk Phillip Falk Greater Chicago Area Details
Phillip Falk's Credit Suisse First Boston Experience 1999 - 2003
Job Professional Investment Advisor
Industry Investment Management
Experience
Independent Firm  September 2008 - Present
Advanced Equities Inc.  January 2006 - September 2008
William Blair & Company LLC  2003 - 2006
Credit Suisse First Boston   1999 - 2003
SG Cowen  1993 - 1999
Telephone & Data Systems Inc.   1988 - 1993

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1986 — 1988
MBA, Finance

University of Illinois at Urbana-Champaign   1980 — 1983
B.S. Finance, Finance- Investments

Niles West High School   1976 — 1980

Anthony De Maio Anthony De Maio San Francisco Bay Area Details
Anthony De Maio's Credit Suisse First Boston Experience June 2001 - June 2004
Job Orchard Supply Hardware
Industry Retail
Experience
Orchard Supply Hardware  February 2014 - Present
SD Realty Group   September 2009 - January 2014
D.A. Davidson & Co.   November 2010 - November 2012
Wachovia Securities  August 2006 - July 2010
Swander Pace Capital  July 2004 - July 2006
Credit Suisse First Boston   June 2001 - June 2004
SEO  2001 - 2001

Skills
Accounting, Business Strategy, Competitive Analysis, Debt Restructuring, Equities, Equity Research, Investment Banking, Mergers, Mergers & Acquisitions, Private Equity, Due Diligence

Education
Cornell University   1997 — 2001

Dan Roller Dan Roller Denver, Colorado Details
Dan Roller's Credit Suisse First Boston Experience June 2003 - June 2004
Job Founder and Chief Investment Officer at Maran Capital Management
Industry Investment Management
Experience
Maran Capital Management   February 2015 - Present
Scopus Asset Management  January 2012 - February 2015
Avesta Capital Advisors   November 2009 - January 2012
Impala Asset Management  April 2006 - November 2009
Saranac Capital   June 2004 - March 2006
Credit Suisse First Boston   June 2003 - June 2004

Skills
Equities, Financial Modeling, Portfolio Management, Hedge Funds, Investments, Capital Markets, Equity Valuation, Valuation, Asset Management, Securities

Education
Duke University   1999 — 2003
BSE, Electrical Engineering; Computer Science

Colorado Academy

Jonathan Cho Jonathan Cho Greater New York City Area Details
Jonathan Cho's Credit Suisse First Boston Experience 1997 - 2002
Job Senior Vice President at Sumitomo Mitsui Banking Corporation
Industry Investment Banking
Experience
Sumitomo Mitsui Banking Corporation  May 2010 - Present
WestLB  December 2008 - January 2011
Financial Guaranty Insurance Company  April 2007 - December 2008
Fitch Ratings  2004 - 2007
Dominion Bond Rating Service   2003 - 2004
Credit Suisse First Boston   1997 - 2002
Bell Canada International  1995 - 1997

Skills
Credit Analysis, Project Finance, Credit, Deal Execution, Portfolio Management, Structured Products, Financial Modeling, Investments, Capital Markets, Structured Finance, Due Diligence, Financial Analysis, Investment Banking, Loans, Mergers & Acquisitions, Corporate Finance

Education
CFA Institute   2006 — 2006
CFA, Chartered Financial Analyst

Cornell University - Johnson Graduate School of Management   1993 — 1995
MBA, Finance

York University - Osgoode Hall Law School   1987 — 1990
LL.B,, Law

Ross Waetzman Ross Waetzman Dallas/Fort Worth Area Details
Ross Waetzman's Credit Suisse First Boston Experience 1995 - 1997
Job Director at Gavin/Solmonese LLC
Industry Investment Banking
Experience
Gavin/Solmonese LLC  April 2012 - Present
NHB Advisors, Inc.   January 2009 - Present
Barrier Advisors  July 2006 - November 2008
Ernst & Young  March 2002 - June 2006
A.T. Kearney   August 1999 - March 2002
Credit Suisse First Boston   1995 - 1997

Skills
M&A Advisory, Bankruptcy, Turnarounds, Turn Around Management, Mergers, Business Valuation, Restructuring, Investment Banking, Strategy, Mergers & Acquisitions, Corporate Finance, Strategic Partnerships, Private Equity, Valuation, Due Diligence, Corporate Development, Financial Modeling, Finance, Financial Analysis, Management

Education
University of Rochester - William E. Simon Graduate School of Business Administration   1997 — 1999
MBA, Finance / Competitive Strategy

Drexel University   1988 — 1993
BS, Finance

Michael E. Hoffman Michael E. Hoffman Baltimore, Maryland Area Details
Michael E. Hoffman's Credit Suisse First Boston Experience January 1992 - July 1999
Job Managing Director, Stifel
Industry Financial Services
Experience
Stifel Financial Corp.  July 2014 - Present
Wunderlich Securities, Inc.   October 2008 - July 2014
Wunderlich Securities  October 2008 - July 2012
Caris Company   June 2007 - October 2008
Friedman, Billings, Ramsey & Company, Inc.   May 2002 - March 2007
FBR Capital Markets  2002 - 2007
Credit Suisse  July 1999 - January 2002
Credit Suisse First Boston   January 1992 - July 1999
Robertson & Stephens   January 1991 - January 1992
Salomon Brothers  1986 - 1991

Education
Cornell University - Johnson Graduate School of Management   1985 — 1987
MBA

Widener University   1979 — 1981
BSE

Ursinus College   1977 — 1978

Clifford Smallman Clifford Smallman Miami Beach, Florida Details
Clifford Smallman's Credit Suisse First Boston Experience 1998 - 2004
Job Managing Director at Riverside Management Group
Industry Financial Services
Experience
Riverside Management Group  2013 - Present
Cantor Fitzgerald & Co.   2010 - 2012
Waller Capital  2007 - June 2010
VALNIC Capital LLC   2004 - 2007
Credit Suisse First Boston   1998 - 2004
Deutsche Bank Securities  1993 - 1998

Skills
Corporate Development, Valuation, Start-ups, Capital Markets, Investments, Private Equity, Corporate Finance, Investment Banking, Equities, Structured Finance, Mergers & Acquisitions, Venture Capital, Financial Modeling, Due Diligence, Portfolio Management, Hedge Funds, Emerging Markets, Entrepreneurship, Leveraged Finance

Education
EBS London   1989 — 1993
BA Honors, Business, 2.1

ESIAE Paris   1991 — 1992
Bacc + 4

European Business School Oestrich-Winkel   1991 — 1992
Bachelor's degree, Business in German

Chiggers   1981 — 1988

Lauren Yorks Lauren Yorks Greater New York City Area Details
Lauren Yorks's Credit Suisse First Boston Experience 1997 - 2001
Job Product Developer
Industry Banking
Experience
Citi Alternative Investments  1999 - 2008
Citigroup Alternative Investments  1999 - 2008
Credit Suisse First Boston   1997 - 2001
RBS Greenwich Capital  September 1996 - May 1997
NatWest Markets  June 1995 - September 1996

Education
Cornell University   1991 — 1995

Matt Cirino Matt Cirino Greater New York City Area Details
Matt Cirino's Credit Suisse First Boston Experience February 1997 - September 2002
Job Managing Director at Societe Generale
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB  April 2014 - Present
Chopper Trading  July 2010 - April 2014
State Street Corporation  July 2008 - July 2010
Fannie Mae  May 2005 - July 2008
Barclays Capital  September 2002 - April 2005
Credit Suisse First Boston   February 1997 - September 2002
Lehman Brothers  March 1993 - February 1997
Prudential Securities  May 1991 - March 1993

Skills
Derivatives, High Frequency Trading, Electronic Trading, FX Options, Trading Systems, Financial Markets, Quantitative Analytics, Quantitative Finance, Hedge Funds, Fixed Income, Financial Risk, Options, Trading, Equity Derivatives, Capital Markets, Market Data, Equities, Hedging, Interest Rate..., Proprietary Trading, Commodity, Low Latency

Education
New York University   1986 — 1992
Ph.D., Physics

Stony Brook University   1985 — 1986
M.S., Applied Mathematics

Cornell University   1979 — 1983
B.S., Engineering Physics

William Takeuchi William Takeuchi Greater Philadelphia Area Details
William Takeuchi's Credit Suisse First Boston Experience 2000 - 2001
Job Marks Baughan Securities
Industry Investment Banking
Experience
Marks Baughan Securities LLC   January 2004 - Present
Lightyear Capital  2001 - 2002
Credit Suisse First Boston   2000 - 2001
Donaldson, Lufkin & Jenrette   1997 - 2000
Advent International  1993 - 1995

Skills
Investment Banking, Mergers, Mergers & Acquisitions, Equities, Alternative Investments, M&A experience, Capital Markets, Corporate Finance, Investments, Fixed Income, Private Equity, Corporate Development, Venture Capital, Financial Services, Leveraged Finance, Valuation, Hedge Funds, Due Diligence, Financial Modeling

Education
University of Pennsylvania - The Wharton School   1995 — 1997
Master of Business Administration (MBA)

Dartmouth College
Master of Engineering

University of California, Berkeley
Bachelor of Science (BS)

Gates Hawn Gates Hawn Phoenix, Arizona Area Details
Gates Hawn's Credit Suisse First Boston Experience 2000 - 2002
Job Independent Public Director at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc  2002 - Present
Credit Suisse First Boston   2000 - 2002
Credit Suisse  2000 - 2002
DLJdirect and CSFBdirect   1995 - 2002
DLJdirect  1992 - 2002
Pershing LLC  1981 - 2002
DLJ  1981 - 2002
Pershing LLC, An affiliate of The Bank of New York Mellon  1981 - 2002
Pershing Division of Donaldson Lufkin & Jenrette   1981 - 2002
Pershing (Division of Bank of New York Mellon Corporation)   1981 - 2001

Skills
Equities, Series 7, Series 63, Securities, Series 24, Financial Services, Fixed Income, Alternative Investments, Mutual Funds, Electronic Trading, Capital Markets, Hedge Funds, Asset Management, Investments, Wealth Management, Executive Management, FINRA, Trading

Education
Williams College   1966 — 1970

Deerfield Academy   1964 — 1966

Institut Le Rosey   1962 — 1964

Bill Baughman Bill Baughman Greater Boston Area Details
Bill Baughman's Credit Suisse First Boston Experience 2000 - 2001
Job President at Area 100 Group
Industry Financial Services
Experience
Area 100 Group   2004 - Present
Independence Investments, subsidiary of John Hancock   2001 - 2004
Credit Suisse First Boston   2000 - 2001
Scudder Investments  1997 - 1999
Charles Schwab  1994 - 1997
Bankers Trust  1993 - 1994
Fidelity Investments  1986 - 1993
Polaroid  1983 - 1986

Education
Earlham College   1976 — 1980
BA, Economics, English

Cleveland Heights   1973 — 1976

Joelle Metzman Joelle Metzman Greater New York City Area Details
Joelle Metzman's Credit Suisse First Boston Experience June 1994 - November 2003
Job Chief Risk Officer, Prudential Investment Management
Industry Financial Services
Experience
Prudential Investment Management  September 2012 - Present
Lazard Frères   March 2005 - August 2012
Deutsche Bank  2003 - 2004
Credit Suisse First Boston   June 1994 - November 2003
KPMG Paris, Philadelphia, New York   1990 - 1994

Skills
Corporate Finance, Sarbanes-Oxley Act, Capital Markets, Auditing, Financial Modeling, Investment Banking, Sarbanes-Oxley

Education
ESCP Europe   1987 — 1990

Yabne

Yabne

Sean Naughton Sean Naughton Greater New York City Area Details
Sean Naughton's Credit Suisse First Boston Experience April 2000 - December 2001
Job Talent Acquisition and Development at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  March 2015 - Present
Credit Suisse  March 2013 - February 2015
Credit Suisse  June 2011 - February 2013
Credit Suisse  January 2008 - May 2011
Credit Suisse  December 2001 - December 2007
Credit Suisse First Boston   April 2000 - December 2001
New York Sound   1999 - January 2000
Pius XII Foundation   December 1995 - January 1999

Skills
Talent Management, Strategy, Leadership, Human Resources, Management, Program Management, Project Management, Training, Change Management, Onboarding, Equities, Risk Management, Analytics, Finance, Vendor Management, Marketing, Adobe Acrobat, Forums, Cross-functional Team..., Fundraising, Certified Credit Suisse..., Former President of..., Credit Suisse Intranet..., Proficient in Microsoft..., Senior Advisor to The...

Education
Fairfield University   1991 — 1995
BA, English Literature/Writing

University of East Anglia   1993 — 1994
Creative Writing and Literature

Esther Maina Esther Maina Greater Memphis Area Details
Esther Maina's Credit Suisse First Boston Experience 2000 - 2001
Job Revenue Managment Advisor at FedEx Services
Industry Logistics and Supply Chain
Experience
FedEx Services  Sr. Strategic Proj. Marketing AnalystFedExOctober 2002 - Present
Credit Suisse First Boston   2000 - 2001

Skills
Strategic Planning, Data Analysis, Business Strategy, Budgets, Business Analysis, Process Improvement, Financial Modeling, Competitive Analysis, Project Management, Analysis, Strategy, Management, Project Planning

Education
Dowling College
Master of Business Administration (MBA), Business Administration and Management, General

Stanford University
Project Management

Philip Everett Philip Everett San Francisco Bay Area Details
Philip Everett's Credit Suisse First Boston Experience 1998 - 2002
Job Senior Manager, Treasury at Symantec
Industry Computer Hardware
Experience
Symantec Corp.  January 2014 - Present
Hewlett-Packard Company  October 2010 - December 2013
Sterlin S.A.   2006 - 2010
Bear, Stearns & Co.   2002 - 2006
Credit Suisse First Boston   1998 - 2002

Skills
Capital Markets, Fixed Income, ALM, Treasury Management, Derivatives, Corporate Finance, Cash Flow Forecasting, Cash Management, Investment Banking, Risk Management, Financial Analysis, Hedging

Education
Cornell University
Bachelor of Science (B.S.), Operations Research and Industrial Engineering

Cornell University
Masters of Engineering

Joy Chaillou Joy Chaillou Greater New York City Area Details
Joy Chaillou's Credit Suisse First Boston Experience October 1993 - October 1994
Job SVP, Institutional Philanthropic Specialist at U.S. Trust Bank of America Corporation
Industry Investment Management
Experience
U.S. Trust Bank of America Corporation   March 2014 - Present
U.S. Trust Bank of America Corporation   May 2010 - March 2014
Morgan Stanley Smith Barney  November 2007 - May 2010
American Heart Association  January 2002 - November 2007
Impower  November 2000 - January 2002
Mattel Interactive  January 2000 - November 2000
Morgan Stanley Smith Barney  October 1994 - January 2000
Credit Suisse First Boston   October 1993 - October 1994

Skills
Philanthropy, Fundraising, Stewardship, Non-profits, Public Speaking, Wealth Management, Planned Giving, Public Relations, Nonprofits, Volunteer Management, Annual Giving, Strategy, Management, Strategic Planning, Strategic Financial..., Leadership Development, Marketing, Governance, Leadership, Financial Services, Asset Allocation, High Net Worth..., Financial Planning

Education
Dominican University of California
MBA, Strategic Leadership

Old Dominion University   1990 — 1992
BS, Marketing

Terra Linda High School   1985 — 1987

Our Lady of Victory Academy   1983 — 1985

Steve D'Agostino Steve D'Agostino Greater New York City Area Details
Steve D'Agostino's Credit Suisse First Boston Experience 1999 - 2003
Job Managing Director at JVB Financial Group
Industry Investment Management
Experience
JVB Financial Group, LLC  March 2006 - Present
Merrill Lynch  2003 - 2006
Credit Suisse First Boston   1999 - 2003
Chase Securities Inc.  1997 - 1999
Credit Suisse First Boston   1993 - 1997

Skills
CDO, Securitization, ABS, Financial Structuring, Structured Products, CMBS, CLO, Trading, Investment Banking, Hedge Funds, Fixed Income, Credit, Structured Finance, Derivatives, Securities, Capital Markets

Education
Cornell University   1989 — 1993
BS, Electrical Engineering

Cathy O'Connor Cathy O'Connor Victor, Idaho Details
Cathy O'Connor's Credit Suisse First Boston Experience May 1994 - May 1999
Job
Industry Leisure, Travel & Tourism
Experience
CityPASS, Inc.   December 2011 - Present
Teton Valley Foundation   April 2007 - September 2014
Community Foundation of Teton Valley   May 2011 - December 2013
Community Foundation of Teton Valley   October 2007 - May 2011
Teton Valley Foundation   April 2006 - October 2007
The Oakley School  August 2002 - January 2005
Goldman Sachs  May 1999 - April 2001
Credit Suisse First Boston   May 1994 - May 1999
Metropolitan Life  June 1996 - June 1997
Swiss Bank Corporation  May 1992 - October 1994

Education
New York University   1989 — 1992
MBA

Erasmus University Rotterdam   1991 — 1991

Villanova University   1982 — 1986
MS

Doug Carr, LEED AP Doug Carr, LEED AP New York, New York Details
Doug Carr, LEED AP's Credit Suisse First Boston Experience 2002 - 2002
Job Vice President, Jones Lang LaSalle
Industry Real Estate
Experience
JLL  2014 - Present
Jones Lang LaSalle  2008 - 2013
Jones Lang LaSalle  2003 - 2008
Credit Suisse First Boston   2002 - 2002

Skills
Real Estate Development, Portfolio Management, Real Estate Economics, Asset Management, Real Estate Transactions, Leases, Real Estate, Due Diligence, Commercial Real Estate, Finance, Residential Homes, Mixed-use, Disposition, Corporate Real Estate, Mixed-Use Development, Valuation, Real Estate Finance, Commercial Development, Residential Development

Education
Dartmouth College   1999 — 2003
Bachelor of Arts (B.A.), Government

Jennifer Abate Jennifer Abate Greenville, South Carolina Details
Jennifer Abate's Credit Suisse First Boston Experience October 2000 - October 2001
Job VP, Senior Portfolio Manager, Commercial Real Estate at United Community Bank
Industry Banking
Experience
United Community Bank  October 2012 - Present
TD Bank, N.A.   October 2011 - October 2012
TD Bank  April 2010 - September 2011
TD Bank (formerly Commerce Bank)   December 2002 - March 2010
Credit Suisse First Boston   October 2000 - October 2001
The Chase Manhattan Bank  August 1998 - September 2000

Skills
Credit Analysis, Commercial Banking, Commercial Real Estate, Commercial Mortgages, Portfolio Management, Middle Market, Credit Risk, Banking, Commercial Lending

Education
Fairfield University
B.A. - Political Science

Robert Klugman Robert Klugman Greater New York City Area Details
Robert Klugman's Credit Suisse First Boston Experience 1996 - 1997
Job STOR Capital Consulting
Industry Investment Management
Experience
STOR Capital Consulting LLC   November 2007 - Present
Credit Suisse  June 1996 - October 2007
Credit Suisse First Boston   1996 - 1997
UBS Investment Bank  September 1990 - June 1996
First Manhattan Consulting Group  1985 - 1988

Skills
Capital Markets, Structured Products, Derivatives, Prime Brokerage, Private Equity, Hedge Funds, Alternative Investments, Equities, Fixed Income, Investment Banking, Asset Managment, Credit Risk, Bloomberg

Education
University of Pennsylvania - The Wharton School   1988 — 1990
MBA, Finance and Management

Cornell University   1981 — 1985
Bachelor of Science (BS), Applied Economics

New Rochelle High School

Chris McFerran Chris McFerran Greater New York City Area Details
Chris McFerran's Credit Suisse First Boston Experience 1999 - 2001
Job Vice President, Strategic National Accounts at Delicato Family Vineyards
Industry Wine and Spirits
Experience
Delicato Family Vineyards  March 2014 - Present
Treasury Wine Estates  September 2011 - Present
Treasury Wine Estates  March 2009 - August 2011
Pernod Ricard  March 2008 - March 2009
Beam  2003 - 2008
Allied Domecq  2003 - 2006
Compass Point   2001 - 2002
Best Cellars  2000 - 2001
Credit Suisse First Boston   1999 - 2001

Skills
Pricing Strategy, National Accounts, FMCG, Trade Marketing, Strategy, Customer Insight, Sales, Hospitality, Wine, Pricing, Event Management, Brand Management, Beverage Industry, Market Planning, Alcoholic Beverages, Marketing Strategy, Management

Education
Harvard Business School
PLD

Cornell University
BS

Keith Dowdy Keith Dowdy Raleigh-Durham, North Carolina Area Details
Keith Dowdy's Credit Suisse First Boston Experience January 2000 - April 2005
Job Senior Application Manager at Bayer CropScience
Industry Information Technology and Services
Experience
Bayer CropScience  September 2013 - Present
Credit Suisse  January 2000 - August 2013
Credit Suisse First Boston   January 2000 - April 2005
JPMorgan Chase  1992 - 2000

Skills
Web Project Management, International Project..., Offshore Project..., Software Project..., Project Portfolio..., SDLC, Process Management, Business Analysis, User Acceptance Testing, Project Management, Performance Management, Analysis, Management, Requirements Gathering, Project Delivery, Leadership, PMP, Process Improvement, Change Management, Training, IT Strategy

Education
New York University - Leonard N. Stern School of Business   1997 — 1999
M.B.A., Management; International Business Minor: Entrepreneurship

University of Florida   1989 — 1992
B.S., Broadcast Journalism

University of Florida   1987 — 1989
B.A., English, minor in Sociology

Emory University

Pope John Paul II High School

Pope John Paul II High School

Pope John Paul II High School

Christie Barany Christie Barany Austin, Texas Area Details
Christie Barany's Credit Suisse First Boston Experience September 1997 - August 2001
Job CoFounder at Monkey Mat, LLC
Industry Consumer Goods
Experience
Monkey Mat LLC   May 2011 - Present
Stryker  January 2004 - May 2011
Australian Radio Network   September 2001 - January 2004
Credit Suisse First Boston   September 1997 - August 2001

Skills
Medical Devices, Cross-functional Team..., Product Development, Market Research, Strategic Planning, Market Analysis, Product Launch, Marketing Strategy, Product Management, Product Marketing, Business Strategy, New Business Development, Competitive Analysis, Competitive Intelligence, Start-ups, Market Development, Strategy, P&L Management, Global Marketing, Marketing Management, Analytics, Business Development, Pharmaceutical Industry, Brand Management, Marketing, Marketing Research, Sales Operations, Sales, Strategic Partnerships, Brand Development, Business Planning, Capital Equipment, Integrated Marketing

Education
Massachusetts Institute of Technology   1997 — 2000
MS, Neuroscience

Duke University   1994 — 1997
Bachelor of Science, Neuroscience

Ryan McQuillan Ryan McQuillan New York, New York Details
Ryan McQuillan's Credit Suisse First Boston Experience August 2003 - July 2004
Job Data Center Manager
Industry Internet
Experience
Outbrain  May 2014 - Present
TDAmeritrade  October 2004 - April 2014
Credit Suisse First Boston   August 2003 - July 2004
Cable and Wireless  October 2001 - July 2003
IBM, Inc  February 2001 - October 2001

Skills
Data Center, Servers, Vendor Management, Telecommunications, Hardware, Storage, Infrastructure..., Network Administration, Disaster Recovery, Managed Services, Routers, Linux, ITIL, Business Continuity, Troubleshooting

Education
Mercer County Community College
Associates, Applied Science, Information Technology

DPT Business School
Diploma, Computer Network Engineering and Management

David Rosenberger David Rosenberger Greater New York City Area Details
David Rosenberger's Credit Suisse First Boston Experience 2000 - 2001
Job Douglas Elliman
Industry Real Estate
Experience
Douglas Elliman Real Estate  2001 - Present
Credit Suisse First Boston   2000 - 2001
Smith Barney  1998 - 2000
Salomon Brothers  1996 - 1998

Skills
Pricing, Consulting, Negotiation, Real Estate, Condos, Relocation, Investment Properties, Real Estate Transactions, Sellers, Luxury, Investors, Rentals, Residential Homes, Townhomes, Real Estate Development, Selling, Apartments, First Time Home Buyers, Property Management, Buyer Representation, Short Sales, Brokerage, Real Property, Buyers, Market Analysis, Contract Negotiation, Investments, Marketing, Mortgage Banking, Real Estate Economics, Leases, Property, Residential Mortgages, Loans, Loan Origination, FHA, Referrals, Sales

Education
Drew University   1989 — 1993
Political Science and Government

Friends   1985 — 1989
High School

Mt. Washington Elementary

Alvin Saini Alvin Saini Greater New York City Area Details
Alvin Saini's Credit Suisse First Boston Experience 2003 - 2004
Job Market Risk at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets  November 2014 - Present
Citi  July 2011 - November 2014
PricewaterhouseCoopers  March 2008 - June 2011
Morgan Stanley  2004 - 2007
Credit Suisse First Boston   2003 - 2004
Deloitte & Touche  2002 - 2003

Skills
Capital Markets, Fixed Income, Derivatives, Structured Finance, Investment Banking, Trading, Valuation, Financial Risk, Financial Modeling, Portfolio Management, Credit Risk, Credit, MBS, Due Diligence, Securities, Risk Management, Bloomberg, Asset Managment, Structured Products, Market Risk, ABS, CMBS, Securitization, Basel II, Dodd-Frank, Risk Analysis, Regulatory Policy, Basel III, Asset Management, Banking, Project Management

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2012
MBA, Business Administration and Management, General

Drexel University   1998 — 2002
Bachelors, Finance/Marketing

West Windsor Plainsboro HS   1994 — 1998

Dominick Scianandre Dominick Scianandre Greater New York City Area Details
Dominick Scianandre's Credit Suisse First Boston Experience 1969 - 1990
Job President at Hudson Heritage Capital Management
Industry Financial Services
Experience
Hudson Heritage Capital Management   Senior Vice PresidentLehman rothers1990 - 1997
Credit Suisse First Boston   1969 - 1990

Education
Fairleigh Dickinson University   1966 — 1972

Daniel Freyman Daniel Freyman Greater New York City Area Details
Daniel Freyman's Credit Suisse First Boston Experience 2003 - 2006
Job Principal at Lightyear Capital
Industry Financial Services
Experience
Lightyear Capital  May 2007 - Present
Credit Suisse  January 2007 - April 2007
Credit Suisse First Boston   2003 - 2006
Donaldson, Lufkin & Jenrette   1998 - 2000
Alex. Brown  July 1997 - August 1998

Education
Cornell University   1993 — 1997
BA, Business Management

Lee Seward Lee Seward San Francisco, California Details
Lee Seward's Credit Suisse First Boston Experience October 1992 - December 2001
Job Director of Operations and Marketing at Aquilo Capital, LLC
Industry Investment Management
Experience
Aquilo Capital, L.P.   January 2014 - Present
Credit Suisse  January 2001 - November 2012
Credit Suisse First Boston   October 1992 - December 2001
CS First Boston  April 1988 - September 1992
First Boston Corporation  August 1987 - January 1988

Skills
Equities, Investments, Financial Markets, Capital Raising, Sales Management, Capital Markets, Hedge Funds, Banking, Strategy, Fixed Income, Alternative Investments, Investment Banking, Equity Research, Corporate Finance, Asset Management, Private Equity, Valuation, Investment Management, Portfolio Management

Education
University of Virginia Darden School of Business   1985 — 1987
MBA

Duke University   1978 — 1982
AB, Economics

Aaron McAndrew Aaron McAndrew Greater New York City Area Details
Aaron McAndrew's Credit Suisse First Boston Experience January 2002 - April 2005
Job i2 Brand Representative (Cybersecurity, Counter Fraud, Law Enforcement) at IBM
Industry Capital Markets
Experience
IBM  April 2015 - Present
UST Global  December 2013 - Present
IT Resource Solutions   March 2011 - Present
St. Gerard Majella Church   October 2010 - April 2015
Direct Access Partners  January 2006 - April 2010
Terra Nova Institutional   2005 - 2006
Credit Suisse First Boston   January 2002 - April 2005
Donaldson, Lufkin & Jenrette   January 2000 - August 2002
Hauppauge Volunteer Fire Department   June 1989 - September 1999

Skills
Business Development, Sales, Proposal Writing, Trading, Market Research, Research, Strategic Partnerships, Strategic Thinking, Renewable Energy, Information Technology, Information Security..., Cyber, Information Assurance, Financial Markets, Financial Analysis, Sales Management, Account Management, Equities, Equity Trading, Compliance, Market Intelligence, Defense Contracting, Contract Management, Hedge Funds, Mutual Funds, Business Intelligence, Risk Management, CRM, Electronic Trading, Leadership, Analysis, Equity Research, Investments, Strategy, Management, Program Management, Emerging Markets

Education
New York University   2000 — 2004
Finance, SPCS

Dowling College   1992 — 1996

Pete Ubriaco Pete Ubriaco Charlotte, North Carolina Area Details
Pete Ubriaco's Credit Suisse First Boston Experience 1999 - 2002
Job Management Reporting Manager at Bovis Lend Lease
Industry Construction
Experience
Bovis Lend Lease  2002 - Present
Credit Suisse First Boston   1999 - 2002

Skills
Financial Reporting, Financial Analysis, Financial Modeling

Education
Curry College   1988 — 1992
BA, Communications, Music Minor

Mavis Taintor Mavis Taintor Greater New York City Area Details
Mavis Taintor's Credit Suisse First Boston Experience 1999 - 2002
Job Senior Managing Director at Callidus Capital
Industry Banking
Experience
Callidus Capital   May 2001 - Present
Credit Suisse First Boston   1999 - 2002
Salomon Brothers  1993 - 1998
Chemical Bank  1989 - 1996
Citibank  1976 - 1989

Education
New York University   1979 — 1981
MBA, Finance

University at Buffalo   1970 — 1974
Ph.D, Political Science

Cornell University

Alicia Stewart Pizzi Alicia Stewart Pizzi Washington D.C. Metro Area Details
Alicia Stewart Pizzi's Credit Suisse First Boston Experience 1995 - 2000
Job SVP, FBR Capital Markets Investment Banking
Industry Financial Services
Experience
FBR Capital Markets  June 2007 - February 2011
UBS Investment Bank  2004 - 2007
UBS Investment Bank  2000 - 2001
Credit Suisse First Boston   1995 - 2000

Education
New York University - Leonard N. Stern School of Business   2001 — 2003
MBA, Finance, Management

Dickinson College   1990 — 1994
BA, Policy and Management Studies, Political Science

Forrest Gilman Forrest Gilman Greater New York City Area Details
Forrest Gilman's Credit Suisse First Boston Experience 1998 - 2000
Job CoFounder Accushares
Industry Financial Services
Experience
AccuShares Holdings   June 2012 - August 2015
UBS Investment Bank  August 2010 - May 2011
Last Wave Capital LLC   July 2009 - August 2010
Deutsche Bank Securities  March 2001 - January 2009
Citibank  2000 - 2001
Credit Suisse First Boston   1998 - 2000
Arthur Andersen, LLP  1989 - 1995

Skills
ETFs, Investments, Structured Finance, Equity Derivatives, Commodity, Investment Banking, Alternative Investments, Hedge Funds, Mutual Funds, Finance, Fixed Income, Capital Markets, Management, Private Equity, Structured Products, Financial Structuring, Financial Analysis, Venture Capital, Derivatives, Series 7

Education
New York University - Leonard N. Stern School of Business   1991 — 1993
MBA, Finance

Cornell University   1985 — 1989

Santa Federico Santa Federico Greater New York City Area Details
Santa Federico's Credit Suisse First Boston Experience 2003 - 2004
Job
Industry Financial Services
Experience
Silver Ridge Asset Management   December 2014 - Present
n.a.   January 2013 - December 2014
Ally Financial Inc.  September 2010 - December 2012
n.a.   January 2009 - August 2010
Perry Capital  February 2005 - July 2008
Credit Suisse First Boston   2003 - 2004
Nikko Citigroup  2000 - 2001
Citi  1994 - 2000
Credit Suisse First Boston   1991 - 1994
Western Asset Management  1989 - 1991

Skills
Market Risk, Hedge Funds, Risk Management, Equities, Equity Derivatives, FX Options, Fixed Income, Trading, Quantitative, Credit Derivatives, FX, Interest Rate..., Portfolio Management, Counterparty Risk, Quantitative Research, Financial Services, Bonds, Credit, Mortgage, Quantitative Modeling, Portfolio Optimization, Factor Analysis, Regulatory Liaison, Basel II, Investment Banking, Alternative Investments, CRO, Fund Of Funds, Stress Testing, CCAR, Management, Portfolio Performance..., Structured Products, Mortgage Servicing, Mortgage Banking, MBS, Quantitative Finance, Quantitative Risk, Quantitative Risk..., Derivatives, Risk Systems, Performance Measurement, Performance Attribution, Capital Markets, Asset Management, Investments, Options, Financial Risk, Valuation, Securities

Education
Princeton University   1978 — 1982
A.B.

Ecole Centrale Paris   1982 — 1983
Completed Final Year of the Diplome D'ingenieur

Chris Renner Chris Renner Greater New York City Area Details
Chris Renner's Credit Suisse First Boston Experience August 2000 - May 2005
Job Managing Director at Cushman & Wakefield
Industry Investment Banking
Experience
Cushman & Wakefield  November 2013 - Present
Barclays Capital  January 2012 - November 2013
MF Global  August 2009 - January 2012
Barclays Capital  September 2008 - August 2009
Lehman Brothers  May 2005 - September 2008
Credit Suisse First Boston   August 2000 - May 2005

Education
New York University - Leonard N. Stern School of Business   2004 — 2007
MBA, Finance, Innovation & Entrepreneurship

Drew University   1994 — 1998
BA, Economics

Manisha Rathod Manisha Rathod Greater Philadelphia Area Details
Manisha Rathod's Credit Suisse First Boston Experience April 2006 - May 2008
Job Risk Manager at NRG Energy
Industry Financial Services
Experience
NRG Energy  May 2008 - Present
Credit Suisse First Boston   April 2006 - May 2008
Exelon Power Team  June 2004 - April 2006
PJM Interconnection  September 2003 - June 2004
PJM Interconnection  September 2002 - September 2003
PJM Interconnection  August 2000 - March 2001

Skills
Energy Trading, Energy Markets, Hedging, Natural Gas, Commodities, Risk Management, Portfolio Management, Valuation, Derivatives, Options, Position Management

Education
Drexel University   2000 — 2004
Engineering

Jack Lu Jack Lu Greater Los Angeles Area Details
Jack Lu's Credit Suisse First Boston Experience March 2001 - August 2004
Job Vice President, Market Risk Manager at Bank of America
Industry Capital Markets
Experience
Bank of America  July 2008 - Present
Countrywide Securities Corporation  October 2004 - July 2008
Credit Suisse First Boston   March 2001 - August 2004
GMAC-RFC  June 2000 - March 2001

Skills
Credit Analysis, Derivatives, Market Risk, Credit Risk, Fixed Income, Portfolio Management, Credit, Capital Markets, Securitization, Structured Finance, MBS

Education
Massachusetts Institute of Technology
S.M.

D'Amore-McKim School of Business at Northeastern University
MBA

Matthew Feinberg Matthew Feinberg Greater New York City Area Details
Matthew Feinberg's Credit Suisse First Boston Experience 2003 - 2006
Job Managing Director at MLV & Co
Industry Financial Services
Experience
MLV & Co  2009 - Present
Credit Suisse  2006 - 2009
Credit Suisse First Boston   2003 - 2006

Education
Cornell University   1999 — 2003
BA

Matthew Callanan Matthew Callanan Greater New York City Area Details
Matthew Callanan's Credit Suisse First Boston Experience June 2010 - January 2011
Job at Credit Suisse
Industry Computer Software
Experience
Credit Suisse  June 2013 - Present
Morgan Stanley  October 2010 - June 2013
Credit Suisse First Boston   June 2010 - January 2011
Liquidnet  2009 - 2010
PAR Tech  March 2009 - November 2009
Proxense   October 2008 - March 2009
Dycom   July 2008 - September 2008
Cross Match Technologies  October 2006 - July 2008
BankAtlantic  October 2005 - October 2006
Careers USA  March 2005 - October 2005

Education
County College of Morris   1999 — 2001

Ray Logan Ray Logan Greater New York City Area Details
Ray Logan's Credit Suisse First Boston Experience January 2006 - August 2006
Job Project Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse - Investment Banking Division   April 2009 - Present
SEI Investments  September 2008 - April 2009
Moore Capital Management  January 2007 - August 2008
BusinessEdge Solutions  August 2006 - August 2008
Credit Suisse First Boston   January 2006 - August 2006
Bloomberg  August 1999 - November 2005
Bankers Trust  August 1992 - August 1999

Skills
Software Development, Information Management, Business Analysis, Project Management, Program Management, Information Architecture, PL/SQL, PMO, Project Portfolio..., Financial Services, Business Process, Trading Systems, Vendor Management, Requirements Analysis, Software Project..., MS Project, Change Management, SDLC, Requirements Gathering

Education
Embry-Riddle Aeronautical University   1982 — 1987
BS, Computer Science w/ Aviation Applications

Adam Barabell Adam Barabell Greater New York City Area Details
Adam Barabell's Credit Suisse First Boston Experience April 2001 - March 2004
Job Director, Institutional Sales at Strategas Research Partners
Industry Financial Services
Experience
Strategas Research Partners  May 2011 - Present
Merriman Capital, Inc.   March 2004 - May 2011
Credit Suisse First Boston   April 2001 - March 2004

Education
Cornell University - S.C. Johnson Graduate School of Management   2009 — 2011
MBA

Cornell University   1996 — 2000
BS

Rich Lerner Rich Lerner Greater New York City Area Details
Rich Lerner's Credit Suisse First Boston Experience 1987 - 1996
Job Member Board of Trustees at Englewood Hospital and Medical Center
Industry Real Estate
Experience
Housing and Healthcare Finance, LLC   July 2011 - Present
MetCap LLC, RAE   April 2008 - July 2011
Credit Suisse  November 1999 - November 2007
Column Financial  2000 - 2007
Daiwa Securites   1996 - 1999
Credit Suisse First Boston   1987 - 1996

Skills
Healthcare Finance, Mortgage Finance, Fixed Income Trading, Real Estate Finance, Healthcare, Credit, Senior Housing, Due Diligence, Real Estate Economics, Private Equity, Mortgage Lending, Financial Structuring, Investments, Retirement Homes, Financial Modeling, Commercial Real Estate, Structured Finance, Real Estate Financing, Valuation, Fixed Income, Asset Management, Loans, Capital Markets, Real Estate, Mergers & Acquisitions, Affordable Housing, Real Estate Transactions, Tax Credits, Securitization, Investment Banking, Portfolio Management, Acquisitions, Venture Capital, Disposition

Education
Dartmouth College   1983 — 1987
B.A., English and Economics

Lynbrook High School   1979 — 1983

Don Zirilli Don Zirilli Greater New York City Area Details
Don Zirilli's Credit Suisse First Boston Experience November 2002 - August 2005
Job programmer, manager, writer
Industry Internet
Experience
Lifepoint Informatics  June 2009 - Present
Foster Wheeler  August 2005 - February 2009
Credit Suisse First Boston   November 2002 - August 2005
Citigate Albert Frank   June 1999 - September 2002
Donaldson, Lufkin & Jenrette   August 1997 - June 1999
Data Conversion Laboratory  January 1994 - July 1997
AT&T  1993 - 1993
UNIX International   1990 - 1993
AT&T  1988 - 1990

Skills
Databases, XML, SQL, Web Development, HTML, Unix, Microsoft SQL Server, JavaScript, Project Management

Education
Drew University   1984 — 1988
BA, Computer Science, English

Crystal Fisher Crystal Fisher Houston, Texas Area Details
Crystal Fisher's Credit Suisse First Boston Experience June 2004 - August 2004
Job Middle Office Analyst III at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities  November 2014 - Present
Barclays  September 2013 - October 2014
Bank of America Merrill Lynch  August 2007 - September 2013
Lehman Brothers  July 2005 - July 2007
Credit Suisse First Boston   June 2004 - August 2004

Skills
Dodd-Frank, NAESB, ISDA, CFTC, NYMEX, Energy Derivatives, Commodity Risk..., Endur, Options, Finance, Trading, Product Control, Derivatives, Bloomberg

Education
Dillard University   2001 — 2005
BA, Accounting

Lloyd Ucko Lloyd Ucko Greater New York City Area Details
Lloyd Ucko's Credit Suisse First Boston Experience 1994 - 1995
Job Product Manager at CreditSights
Industry Investment Banking
Experience
CreditSights  September 2014 - Present
Paladin Strategic Partners   January 2010 - Present
Goldman Sachs  2006 - January 2010
Merrill Lynch  December 2005 - July 2006
Advest, Inc.   1995 - 2005
Credit Suisse First Boston   1994 - 1995
Goldman Sachs  July 1986 - January 1994

Skills
Series 7, Alternative Investments, Securities, Strategic Financial..., Investments, Equities, Asset Managment, Capital Markets, Mutual Funds, Fixed Income, Hedge Funds, Loans, Credit, Wealth Management..., Asset Management, Structured Finance, Private Equity, Bonds, Financial Planning, Financial Structuring, Investment Management, Mortgage Lending, Securitization

Education
The Tuck School of Business at Dartmouth   1972 — 1974
mba, marketing

Dartmouth College   1968 — 1972
ba, political science

Dean Asofsky Dean Asofsky Greater New York City Area Details
Dean Asofsky's Credit Suisse First Boston Experience May 2000 - February 2006
Job Managing Director at Berenson & Company
Industry Investment Banking
Experience
Berenson & Company  May 2013 - Present
GCA Savvian Advisors, LLC   May 2008 - January 2013
Credit Suisse  February 2006 - March 2008
Credit Suisse First Boston   May 2000 - February 2006
Morgan Stanley  July 1996 - May 2000
Paul, Weiss, Rifkind, Wharton & Garrison LLP   December 1992 - June 1996

Skills
Val, Corporate Finance, Corporate Development, Mergers & Acquisitions, Digital Media, Internet, Technology, Risk Arbitrage, Valuation, Investment Banking, Investments, LBO, Capital Markets, M&A experience, Private Equity, Private Placements, Proprietary Trading, Business Strategy, Hedge Funds, Business Development, Strategic Partnerships, Mergers, Equities, Arbitrage

Education
New York University School of Law   1989 — 1992
J.D., Law

Cornell University   1984 — 1988
A.B., History

Stuyvesant High School   1980 — 1984

Steve Lichtman Steve Lichtman Greater New York City Area Details
Steve Lichtman's Credit Suisse First Boston Experience February 2000 - April 2003
Job Managing Director, Senior Research Analyst at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co.   May 2010 - Present
JMP Securities  June 2009 - June 2010
Banc of America Securities  April 2003 - December 2008
Credit Suisse First Boston   February 2000 - April 2003
Credit Suisse  2000 - 2003
Schroder & Company, Inc.   June 1998 - February 2000

Education
New York University - Leonard N. Stern School of Business   1997 — 1999
MBA, Finance, Accounting (Financial Statement Analysis)

Duke University   1990 — 1994
BA, Economics, Public Policy Studies

Dustin Stark Dustin Stark Greater New York City Area Details
Dustin Stark's Credit Suisse First Boston Experience July 2008 - July 2009
Job Associate at Kelley Drye & Warren LLP
Industry Law Practice
Experience
Kelley Drye & Warren LLP  July 2015 - Present
Epstein Becker & Green, P.C.   August 2012 - June 2015
Jackson Lewis LLP  May 2011 - August 2011
Krumholz Dillon, P.A.   June 2010 - April 2011
Credit Suisse First Boston   July 2008 - July 2009
Cadwalader, Wickersham & Taft LLP   July 2007 - July 2008

Education
Seton Hall University School of Law
JD, magna cum laude

Cornell University   2003 — 2007
B.A.

Suzanne (Susu) Bagert Suzanne (Susu) Bagert Greater New York City Area Details
Suzanne (Susu) Bagert's Credit Suisse First Boston Experience November 2000 - May 2003
Job Attorney / Private Equity Consultant
Industry Law Practice
Experience
Law Office of Suzanne Bagert   2011 - Present
Cayenne Consulting, LLC   2004 - Present
Bayou Ridge Holdings, LLC   August 2004 - August 2013
Credit Suisse First Boston   November 2000 - May 2003
Credit Suisse  2002 - 2003
Donaldson, Lufkin & Jenrette   January 2000 - November 2000
O'Sullivan, Graev & Karabell, LLP   1999 - 2000
LeBoeuf, Lamb, Greene & MacRae, LLP   October 1996 - December 1998

Skills
Private Equity, Venture Capital, Due Diligence, Investment Banking, Corporate Governance, Mergers, Corporate Finance, Alternative Investments, Securities Regulation, Capital Markets, Securities, Corporate Law, Legal Advice, Restructuring, Leveraged Finance, Investments, LBO, Civil Litigation, Asset Management, Start-ups, Hedge Funds, Bankruptcy, Investor Relations, Legal Writing, Corporate Development, Joint Ventures, Private Placements, Mergers & Acquisitions, Commercial Litigation, Divestitures, Financial Structuring, Cross-border..., Emerging Markets

Education
Tulane University Law School   1993 — 1996
J.D., Law

University of New Orleans   1993 — 1993
Accounting and Finance Coursework, 4.0

Duke University   1986 — 1990
BA, Economics, French

Lindsay Johnson Lindsay Johnson Greater New York City Area Details
Lindsay Johnson's Credit Suisse First Boston Experience 1998 - 2001
Job Special Counsel at PineBridge Investments
Industry Law Practice
Experience
PineBridge Investments  March 2014 - Present
Duncan Advisory Services LLC   2005 - Present
Credit Suisse  1998 - 2005
Credit Suisse First Boston   1998 - 2001
Credit Suisse  1998 - 2001
AIG  1993 - 1998
Skadden Arps  September 1987 - 1992

Skills
Private Equity, Capital Markets, Hedge Funds, Mergers, Due Diligence, Investment Banking, Securities, Corporate Governance, Securities Regulation, Corporate Finance, Venture Capital, Private Placements, Alternative Investments, M&A experience, Start-ups, Options, Acquisitions, Fixed Income, Emerging Markets, Derivatives, Bloomberg, Valuation, Mergers & Acquisitions, Executive Management, Joint Ventures, Credit Derivatives, Cross-border..., Corporate Law, Mutual Funds, Capital, Asset Management, Investment Management, Structured Finance, Financial Services, Restructuring, Equities, Corporate Development, Risk Management, Financial Structuring, Financial Modeling, IPO, LBO, Intellectual Property, Investments, Portfolio Management

Education
Duke University   1983 — 1986
MA, Philosophy

Duke University School of Law   1983 — 1986
JD

Wheaton College (MA)   1980 — 1983
BA

Jeff Hoppa Jeff Hoppa Greater New York City Area Details
Jeff Hoppa's Credit Suisse First Boston Experience 1988 - 1995
Job Executive Assistant at Taconic Capital Advisors
Industry Financial Services
Experience
Taconic Capital Advisors  July 2015 - Present
cornerstone STUDIOS   March 2015 - Present
Mount Kellett Capital  September 2012 - July 2015
EFA Studios   2006 - 2013
SkyTop Capital   July 2010 - September 2012
Filco   2012 - 2012
Windward Capital   1995 - July 2010
New York Institute of Technology  2005 - 2010
Credit Suisse First Boston   1988 - 1995

Skills
Graphic Design, Drawing, PowerPoint, Administrative..., Editing, Microsoft Office, Arts Administration, Calendaring, Art, Management, Microsoft Excel, Museums, Social Media, Oil Painting, Fine Art, Office Administration, Microsoft Word, QuickBooks, System Administration, Sculpture, Investor Relations, Photoshop, Visual Arts, Administration, Telephone Skills, Internet Explorer, Accounting, Relocation, Human Relations, Office Management, Vendor Management, Staff Supervision, Accounts Payable, Blackberry, Multitasker, Data Entry, Administrative Support, Personal Shopping, Filing, Tax Preparation, Quicken, Errands, American Express, Account Reconciliation, Excel, Apple, Curating, NYS Notary Public, 501c3, Non-profit...

Education
School of Visual Arts   2002 — 2004
MFA, Painting

East Carolina University   1981 — 1985
BFA, Magna Cum Laude, Communication Arts

New Fairfield High School

Cecilia Lin Cecilia Lin Greater New York City Area Details
Cecilia Lin's Credit Suisse First Boston Experience 1999 - 2000
Job PMP Certified Information Technology and Business Professional with extensive financial service industry experience
Industry Financial Services
Experience
FIS Global  February 2014 - Present
JPMorgan Chase  February 2011 - February 2014
Independent  2009 - 2010
UBS  2006 - 2009
B-TRADE SERVICES   2000 - 2005
CREDIT SUISSE FIRST BOSTON   1999 - 2000
BANKERS TRUST  1998 - 1999

Skills
PMO, Business Analysis, Program Management, Project Management, Management, Consulting, SDLC, Vendor Management, Risk Management, Project Portfolio..., Portfolio Management, IT Strategy, Financial Services, Project Delivery, PMP, Governance, Business Transformation, Business Process..., Stakeholder Management, Software Project..., Outsourcing

Education
Fairleigh Dickinson University
Masters

Long Island University
MBA

Sanjeev Kalra Sanjeev Kalra Greater New York City Area Details
Sanjeev Kalra's Credit Suisse First Boston Experience May 1998 - August 2001
Job Consultant at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  January 2004 - Present
Credit Suisse  April 2003 - December 2003
Credit Suisse First Boston   May 1998 - August 2001
Pershing  December 1997 - May 1998
Transamerica Leasing  April 1994 - January 1997
First Boston  July 1993 - March 1994

Skills
Investment Banking

Education
Delhi College of Engineering   1981 — 1985
B.E., Electronics & Communications

Robert Callum Robert Callum Greater Denver Area Details
Robert Callum's Credit Suisse First Boston Experience July 1986 - December 1990
Job National Director of Real Estate, Development and Operations at United Advertising Corporation
Industry Real Estate
Experience
United Advertising Corporation   September 2013 - Present
Standard Pacific Homes  June 2012 - January 2014
Pulte Homes  June 2010 - January 2012
John Laing Homes  2003 - 2007
kb homes  2001 - 2003
Planner Systems   1995 - 2000
Credit Suisse First Boston   July 1986 - December 1990

Skills
Real Estate, Homebuilding, New Home Sales, Residential Homes, Single Family Homes, Contract Negotiation, Selling, Real Estate Development, Real Estate Transactions, First Time Home Buyers, Investment Properties, Sales, New Homes, Land Acquisition, Marketing Strategy, Mortgage Lending, Condos, Property Management, Relocation, Construction, Buyer Representation

Education
Dickinson College
BA, Economics

cb west

cb west

cb west

Dena Howard Dena Howard Greater New York City Area Details
Dena Howard's Credit Suisse First Boston Experience 1996 - 1998
Job Experienced Derivatives Trade Support Specialist
Industry Investment Banking
Experience
Credit Suisse  April 2005 - December 2008
JP Morgan Chase  January 2004 - April 2005
Barclays Bank  June 2003 - November 2003
Deutsche Bank  February 2001 - September 2001
Svenska Handelsbanken  August 2000 - February 2001
Westdeutsche Landesbank  December 1999 - August 2000
Fimat  August 1998 - December 1999
Credit Suisse First Boston   1996 - 1998
Barclays Bank  1987 - 1996

Education
Fashion Institute of Technology   2004 — 2005
Pattern Making

Katharine Gibbs School   2003 — 2004
Fashion Design

Edward Flanagan Edward Flanagan Greater New York City Area Details
Edward Flanagan's Credit Suisse First Boston Experience June 1994 - July 2000
Job business initiative / shareholder services associate at MetLife
Industry Financial Services
Experience
MetLife  December 2013 - Present
Broadridge Financial Solutions  May 2005 - June 2013
ADP Clearing & Outsourcing   2005 - 2007
TD Waterhouse  July 2000 - May 2005
Credit Suisse First Boston   June 1994 - July 2000
Nippon Credit Bank Ltd   May 1988 - July 1994

Skills
Series 7, Securities, Back Office, Middle Office, Equities, Fixed Income, Options, Mutual Funds, FINRA, Corporate Actions, Derivatives, Banking, Settlement, Financial Services, Trading, Bonds, Bloomberg, Hedge Funds, Capital Markets, Investments, Financial Markets, FX Options, Investment Banking, Bloomberg Terminal, 17a-13, 15c3-1, 15c3-3, Account Reconciliation, Wealth Management, Alternative Investments, Asset Management, Financial Risk, Loans, Prime Brokerage, Operational Risk

Education
Fairfield University   1984 — 1988
BA, Economics

Fairfield University   1984 — 1988
Bachelor's degree, Economics

Trent Kososki Trent Kososki Greater New York City Area Details
Trent Kososki's Credit Suisse First Boston Experience June 2004 - September 2005
Job Principal at Energy Capital Partners
Industry Venture Capital & Private Equity
Experience
Energy Capital Partners  October 2005 - Present
Credit Suisse First Boston   June 2004 - September 2005

Skills
Financial Modeling, Valuation, Investments, Private Equity, Financial Analysis, LBO, Investment Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions, Venture Capital, Business Strategy

Education
Duke University   2000 — 2004
Bachelor of Science (B.S.), Electrical Engineering, Economics

Culver Military Academy   1996 — 1999

Kamal Ahmed Kamal Ahmed San Francisco Bay Area Details
Kamal Ahmed's Credit Suisse First Boston Experience 1994 - 1999
Job Managing Director at GCA Savvian
Industry Financial Services
Experience
GCA Savvian  2015 - Present
GTK Partners   2012 - 2015
Morgan Stanley  2000 - 2011
Merrill Lynch  1999 - 2000
Credit Suisse First Boston   1994 - 1999

Skills
Private Equity, Investment Banking, Capital Markets, Venture Capital, Equities, Valuation, Hedge Funds, Alternative Investments, Corporate Development, Financial Modeling, Mergers, Investments, Mergers & Acquisitions, Emerging Markets, LBO, M&A experience, IPO, Fixed Income, Financial Analysis, Corporate Finance, Financial Structuring, Due Diligence, Equity Research, Private Placements, Structured Finance, Investor Relations, Leveraged Finance, Securities, Business Valuation, Equity Valuation, Equity Capital Markets, Investment Management, Asset Management, Derivatives, DCF, Financial Markets, Investment Strategies, Equity Derivatives, Structured Products, High Yield, Bonds, Bloomberg, Finance, Cross-functional Team..., Thought Leadership, Business Strategy

Education
Yale University   1986 — 1990
BA, Economics

Cornell University - Johnson Graduate School of Management   1992 — 1994
MBA, Finance

John Marlatt John Marlatt Greater Chicago Area Details
John Marlatt's Credit Suisse First Boston Experience 1997 - 1999
Job Banking Professional
Industry Banking
Experience
Commerzbank AG  June 1999 - August 2009
Credit Suisse First Boston   1997 - 1999
Credit Suisse  1991 - 1997
Security Pacific National Bank  1983 - 1991
National Bank of Detroit  1972 - 1983
National Bank of Detroit  1972 - 1983

Skills
Risk Management, Commercial Banking, Credit, Portfolio Management, Investment Banking, Finance, Banking, Capital Markets, Corporate Finance, Credit Analysis, Credit Risk, Financial Analysis, Financial Risk, Fixed Income, Investments, Leadership, Management

Education
Northwestern University - Kellogg School of Management   1970 — 1972
MBA, Finance

DePauw University   1966 — 1969
BA, Economics and Political Science

Andrew Hananel Andrew Hananel Greater Chicago Area Details
Andrew Hananel's Credit Suisse First Boston Experience July 2001 - August 2002
Job Managing Partner at Acre Valley Real Estate Capital LLC
Industry Real Estate
Experience
Acre Valley Real Estate Capital LLC   May 2015 - Present
WHI Real Estate Partners   October 2010 - May 2015
Mayer Brown  September 2005 - September 2010
Milberg Weiss  May 2003 - August 2003
Credit Suisse First Boston   July 2001 - August 2002

Skills
Private Equity, Due Diligence, Valuation, Financial Modeling, Capital Markets, Investments, Securities, Litigation, Mergers, Commercial Litigation, Legal Writing, Financial Analysis, Civil Litigation, Arbitration, Securities Regulation

Education
Georgetown University Law Center   2002 — 2005
JD

Duke University   1997 — 2001
BS, Economics

Rock Fu Rock Fu Greater New York City Area Details
Rock Fu's Credit Suisse First Boston Experience February 1993 - April 1996
Job Managing Director Head of Financial Institutions DCM at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc.  May 2014 - Present
Loop Capital Markets  August 2011 - May 2014
Aladdin Capital  2009 - August 2011
Banc of America Securities  March 2000 - February 2008
Merrill Lynch  April 1996 - March 2000
Credit Suisse First Boston   February 1993 - April 1996

Skills
Fixed Income, Alternative Investments, Capital Markets, Derivatives, Investments, Equities, Financial Modeling, DCM, Bloomberg, Valuation, Emerging Markets, Portfolio Management, Asset Management

Education
Cornell University   1985 — 1989
Bachelors, Economics

Seth Fier Seth Fier Greater New York City Area Details
Seth Fier's Credit Suisse First Boston Experience 2000 - 2003
Job Attorney at Proskauer Rose LLP
Industry Law Practice
Experience
Proskauer Rose LLP  2006 - Present
Credit Suisse First Boston   2000 - 2003
Arthur Andersen LLP  1998 - 2000

Skills
Litigation, White Collar Criminal..., Commercial Litigation, Internal Investigations, Financial Crime, Securities Regulation, Criminal Investigations, FCPA, Fraud Detection, Money Laundering, Insider Trading, Criminal Defense Lawyer, Corporate Governance, Arbitration, Securities, Securities Litigation, Competition Law, Civil Litigation, Criminal Law, Class Actions, Legal Research

Education
Fordham University School of Law   2003 — 2006
JD

Cornell University   1994 — 1998
BS, Economics and Accounting

Lillian Schlein Lillian Schlein New York, New York Details
Lillian Schlein's Credit Suisse First Boston Experience May 1994 - October 2004
Job Experienced Sales Person
Industry Financial Services
Experience
Plum District  August 2010 - August 2011
Goldman Sachs  November 2004 - April 2008
Credit Suisse First Boston   May 1994 - October 2004

Skills
Business Development

Education
Drexel University - LeBow College of Business   1987 — 1992
Accounting

Denise Grossarth Denise Grossarth Greater New York City Area Details
Denise Grossarth's Credit Suisse First Boston Experience October 2001 - December 2002
Job Website designer
Industry Computer Software
Experience
Grossarth Graphics   March 2007 - Present
Visiting Nurse Service of New York  January 2003 - June 2005
Credit Suisse First Boston   October 2001 - December 2002
Cablevision  June 2001 - October 2001
Metropolitan Life Insurance Company  June 2000 - June 2001
Liz Claiborne  August 1993 - June 2000

Education
Fashion Institute of Technology   1989 — 1993
BFA, Graphic Design, Photograhy

Mary Amsterdam Mary Amsterdam United States Details
Mary Amsterdam's Credit Suisse First Boston Experience 1994 - 1996
Job Owner at Amsterdam Chocolates
Industry
Experience
Amsterdam Chocolates   2007 - Present
Law Office of Mary Cusano Amsterdam   1996 - 1999
Credit Suisse First Boston   1994 - 1996
Automatic Data Processing  1989 - 1994

Skills
New Business Development, Weddings, Parties

Education
Duke University School of Law   1981 — 1984
JD, Law

Cornell University   1977 — 1981
AB, History

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