Credit Suisse First Boston
Industry: Investment banking company
DescriptionCredit Suisse First Boston was the investment banking division of Credit Suisse Group, prior to 2006. It was active in investment banking, capital markets and financial services. Successor: Credit Suisse's investment banking division Headquarters: New York City, New York, United States Founded: 1988 Ceased operations: 2006 Parent organization: Credit Suisse AG
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Credit Suisse First Boston Employees
Employee
Years
Job
Industry
Amar K. Mehta Amar K. Mehta's Credit Suisse First Boston Experience 2001 - 2002
Job Senior Patent Counsel at Google
Industry Internet
Experience
Google 2010 - Present
Altitude Capital Partners 2008 - 2010
Fish & Richardson P.C. 2002 - 2008
Credit Suisse First Boston 2001 - 2002
Skills
Intellectual Property, Financial Services, Licensing, Negotiation, Litigation, Corporate Law, Strategic Partnerships, Private Equity, Trademarks, Strategy, Patent Litigation, Venture Capital, Mergers & Acquisitions, Start-ups, Copyright Law, Trade Secrets, Privacy Law, Entrepreneurship, Corporate Development, Corporate Finance
Education
Harvard Law School
JD, cum laude
MIT
MEng, Electrical Engineering and Computer Science (Course 6)
MIT
SB, Electrical Engineering and Computer Science (Course 6); Minor in Economics (Course 14)
Google 2010 - Present
Altitude Capital Partners 2008 - 2010
Fish & Richardson P.C. 2002 - 2008
Credit Suisse First Boston 2001 - 2002
Skills
Intellectual Property, Financial Services, Licensing, Negotiation, Litigation, Corporate Law, Strategic Partnerships, Private Equity, Trademarks, Strategy, Patent Litigation, Venture Capital, Mergers & Acquisitions, Start-ups, Copyright Law, Trade Secrets, Privacy Law, Entrepreneurship, Corporate Development, Corporate Finance
Education
Harvard Law School
JD, cum laude
MIT
MEng, Electrical Engineering and Computer Science (Course 6)
MIT
SB, Electrical Engineering and Computer Science (Course 6); Minor in Economics (Course 14)
Genevieve Lydstone Genevieve Lydstone's Credit Suisse First Boston Experience 2003 - 2004
Job Senior Director, Marketing at Apartment List
Industry Investment Management
Experience
Apartment List November 2013 - Present
Klout February 2013 - November 2013
Goldman Sachs 2009 - January 2013
Goldman Sachs June 2008 - August 2008
Brookwood Associates 2004 - 2007
Credit Suisse First Boston 2003 - 2004
Delta Airlines 2001 - 2003
Skills
Financial Modeling, Corporate Development, Due Diligence, Venture Capital, Private Equity, Valuation
Education
Georgia Institute of Technology
BS
Massachusetts Institute of Technology - Sloan School of Management
MBA
Apartment List November 2013 - Present
Klout February 2013 - November 2013
Goldman Sachs 2009 - January 2013
Goldman Sachs June 2008 - August 2008
Brookwood Associates 2004 - 2007
Credit Suisse First Boston 2003 - 2004
Delta Airlines 2001 - 2003
Skills
Financial Modeling, Corporate Development, Due Diligence, Venture Capital, Private Equity, Valuation
Education
Georgia Institute of Technology
BS
Massachusetts Institute of Technology - Sloan School of Management
MBA
Elise Gresch Elise Gresch's Credit Suisse First Boston Experience July 1999 - September 2000
Job Director of Technology at KIPP Bay Area Schools
Industry Education Management
Experience
KIPP Bay Area Schools May 2014 - Present
OnePurpose School December 2013 - Present
San Francisco Education Fund August 2012 - May 2014
University Games Corporation August 2005 - April 2013
Circle of Friends June 2004 - August 2004
Inflexion Private Equity October 2000 - February 2003
Credit Suisse First Boston July 1999 - September 2000
Credit Suisse First Boston July 1997 - June 1999
Skills
Consumer Products, Marketing, Product Development, Strategic Planning, Market Research, Cross-functional Team..., Product Management, Business Planning, Project Management, Management, Marketing Strategy
Education
Stanford University Graduate School of Business 2003 — 2005
MBA
Georgetown University 1993 — 1997
Bachelors of Science in Foreign Service, International Economics
KIPP Bay Area Schools May 2014 - Present
OnePurpose School December 2013 - Present
San Francisco Education Fund August 2012 - May 2014
University Games Corporation August 2005 - April 2013
Circle of Friends June 2004 - August 2004
Inflexion Private Equity October 2000 - February 2003
Credit Suisse First Boston July 1999 - September 2000
Credit Suisse First Boston July 1997 - June 1999
Skills
Consumer Products, Marketing, Product Development, Strategic Planning, Market Research, Cross-functional Team..., Product Management, Business Planning, Project Management, Management, Marketing Strategy
Education
Stanford University Graduate School of Business 2003 — 2005
MBA
Georgetown University 1993 — 1997
Bachelors of Science in Foreign Service, International Economics
Loretta Kuhland, MA, SPHR, SHRM-SCP, CCP, DTM Loretta Kuhland, MA, SPHR, SHRM-SCP, CCP, DTM's Credit Suisse First Boston Experience 1998 - 1999
Job Performance Management Services
Industry Management Consulting
Experience
Performance Management Services April 2013 - Present
PinnacleHR LLC April 2013 - Present
Center for Disability Services August 2004 - March 2013
Cushman & Wakefield 2000 - 2004
Credit Suisse First Boston 1998 - 1999
First Manhattan Consulting Group 1987 - 1998
Skills
Non-profits, Strategic Planning, Leadership Development, Human Resources, Training, Coaching, Management Consulting, Project Management, HR Policies, Organizational..., Employee Relations, Community Outreach, Program Development, Fundraising, Recruiting, Policy, Nonprofits, Leadership, Employee Benefits, Benefits Administration, Research, Event Planning, Public Speaking, Program Management, Healthcare, Volunteer Management, Staff Development, Higher Education, Budgets, Management, Consulting, Resume Writing, Grant Writing, Performance Management, Executive Coaching
Education
Fordham University
Transfered to State University System, Business/Managerial Economics
State University College at On
Bachelor of Arts (BA), Sociology, minor in Economics
Syracuse University
Masters, Sociology, with a focus on Sociology of Education
Performance Management Services April 2013 - Present
PinnacleHR LLC April 2013 - Present
Center for Disability Services August 2004 - March 2013
Cushman & Wakefield 2000 - 2004
Credit Suisse First Boston 1998 - 1999
First Manhattan Consulting Group 1987 - 1998
Skills
Non-profits, Strategic Planning, Leadership Development, Human Resources, Training, Coaching, Management Consulting, Project Management, HR Policies, Organizational..., Employee Relations, Community Outreach, Program Development, Fundraising, Recruiting, Policy, Nonprofits, Leadership, Employee Benefits, Benefits Administration, Research, Event Planning, Public Speaking, Program Management, Healthcare, Volunteer Management, Staff Development, Higher Education, Budgets, Management, Consulting, Resume Writing, Grant Writing, Performance Management, Executive Coaching
Education
Fordham University
Transfered to State University System, Business/Managerial Economics
State University College at On
Bachelor of Arts (BA), Sociology, minor in Economics
Syracuse University
Masters, Sociology, with a focus on Sociology of Education
Brendan O'Grady Brendan O'Grady's Credit Suisse First Boston Experience July 2005 - June 2007
Job Principal at Sandia Holdings, LLC
Industry Investment Management
Experience
Sandia Holdings, LLC April 2014 - Present
Ziff Brothers Investments September 2012 - April 2014
TPG Capital August 2007 - June 2010
Credit Suisse First Boston July 2005 - June 2007
TD Securities May 2004 - August 2004
Education
Harvard Business School 2010 — 2012
MBA with Distinction
Queen's University 2001 — 2005
Bachelor of Commerce (Honours), First Class
Sandia Holdings, LLC April 2014 - Present
Ziff Brothers Investments September 2012 - April 2014
TPG Capital August 2007 - June 2010
Credit Suisse First Boston July 2005 - June 2007
TD Securities May 2004 - August 2004
Education
Harvard Business School 2010 — 2012
MBA with Distinction
Queen's University 2001 — 2005
Bachelor of Commerce (Honours), First Class
Karen A. Twitchell Karen A. Twitchell's Credit Suisse First Boston Experience September 1978 - December 1987
Job Board of Directors/Audit (Chair) & Compensation Committees at Trecora Resources
Industry Chemicals
Experience
Trecora Resources May 2015 - Present
KMG Chemicals February 2010 - Present
Kraton Performance Polymers December 2009 - Present
Landmark Aviation December 2010 - June 2013
Private Equity July 2009 - November 2010
LyondellBasell Industries December 2007 - January 2009
Lyondell Chemical Company 2001 - 2009
Kaiser Aluminum January 1996 - November 2000
Southdown, Inc January 1988 - December 1995
Credit Suisse First Boston September 1978 - December 1987
Skills
Due Diligence, Auditing, Finance, Investments, Private Equity, Mergers & Acquisitions, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Financial Modeling, Internal Controls, Financial Reporting
Education
Harvard Business School 1980 — 1982
MBA
Wellesley College 1973 — 1977
BA, Economics
Trecora Resources May 2015 - Present
KMG Chemicals February 2010 - Present
Kraton Performance Polymers December 2009 - Present
Landmark Aviation December 2010 - June 2013
Private Equity July 2009 - November 2010
LyondellBasell Industries December 2007 - January 2009
Lyondell Chemical Company 2001 - 2009
Kaiser Aluminum January 1996 - November 2000
Southdown, Inc January 1988 - December 1995
Credit Suisse First Boston September 1978 - December 1987
Skills
Due Diligence, Auditing, Finance, Investments, Private Equity, Mergers & Acquisitions, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Financial Modeling, Internal Controls, Financial Reporting
Education
Harvard Business School 1980 — 1982
MBA
Wellesley College 1973 — 1977
BA, Economics
Shawn Jackson Shawn Jackson's Credit Suisse First Boston Experience 2000 - 2002
Job Managing Director at New Century Capital Partners
Industry Investment Banking
Experience
New Century Capital Partners 2013 - Present
William and Henry Associates 2010 - 2013
Taproot Foundation January 2010 - December 2010
AffinityTV247, Inc. 2009 - 2010
Various Investment Banking Boutiques 2005 - 2010
BMO Capital Markets 2004 - 2005
Credit Suisse First Boston 2000 - 2002
Innova Capital July 1999 - September 1999
Credit Suisse First Boston 1995 - 1998
Skills
Venture Capital, Valuation, Mergers & Acquisitions, Consulting, Investments, Mergers, Due Diligence, Finance, Equities, Strategic Planning, Financial Services, Project Portfolio..., Investment Banking, Financial Analysis, Capital Markets, Start-ups, Joint Ventures, Private Equity
Education
Harvard Business School 1998 — 2000
MBA, Finance & Management
University of Pennsylvania 1991 — 1995
BA, Economics
New Century Capital Partners 2013 - Present
William and Henry Associates 2010 - 2013
Taproot Foundation January 2010 - December 2010
AffinityTV247, Inc. 2009 - 2010
Various Investment Banking Boutiques 2005 - 2010
BMO Capital Markets 2004 - 2005
Credit Suisse First Boston 2000 - 2002
Innova Capital July 1999 - September 1999
Credit Suisse First Boston 1995 - 1998
Skills
Venture Capital, Valuation, Mergers & Acquisitions, Consulting, Investments, Mergers, Due Diligence, Finance, Equities, Strategic Planning, Financial Services, Project Portfolio..., Investment Banking, Financial Analysis, Capital Markets, Start-ups, Joint Ventures, Private Equity
Education
Harvard Business School 1998 — 2000
MBA, Finance & Management
University of Pennsylvania 1991 — 1995
BA, Economics
John Sallay John Sallay's Credit Suisse First Boston Experience 2001 - 2001
Job Managing Director and CEO at NextVista Group
Industry Management Consulting
Experience
NextVista Group 2012 - Present
Avery Dennison 2009 - 2011
NeoCollect 2007 - 2009
Staples 2004 - 2007
Manifold Products 2002 - 2003
TH Lee Putnam Ventures 2001 - 2002
Credit Suisse First Boston 2001 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2001
Harvard Management Company 1990 - 1999
McKinsey & Company 1983 - 1990
Skills
Strategy, Start-ups, Business Planning, Management Consulting, Entrepreneurship, Leadership, New Business Development, Management, Private Equity, Enterprise Software, Corporate Development, Negotiation, Venture Capital, Mergers, Business Strategy, Brand Management, Financial Modeling, Portfolio Management, Finance, Strategic Planning, Strategic Partnerships
Education
Harvard Business School 1977 — 1979
MBA
Massachusetts Institute of Technology 1974 — 1977
SB, Economics
NextVista Group 2012 - Present
Avery Dennison 2009 - 2011
NeoCollect 2007 - 2009
Staples 2004 - 2007
Manifold Products 2002 - 2003
TH Lee Putnam Ventures 2001 - 2002
Credit Suisse First Boston 2001 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2001
Harvard Management Company 1990 - 1999
McKinsey & Company 1983 - 1990
Skills
Strategy, Start-ups, Business Planning, Management Consulting, Entrepreneurship, Leadership, New Business Development, Management, Private Equity, Enterprise Software, Corporate Development, Negotiation, Venture Capital, Mergers, Business Strategy, Brand Management, Financial Modeling, Portfolio Management, Finance, Strategic Planning, Strategic Partnerships
Education
Harvard Business School 1977 — 1979
MBA
Massachusetts Institute of Technology 1974 — 1977
SB, Economics
Karl Will Karl Will's Credit Suisse First Boston Experience September 1990 - April 1995
Job Founder, Manager at Parche Capital Management, LLC
Industry Investment Management
Experience
Parche Capital Management, LLC July 2012 - Present
Retired and enjoying time with family August 2009 - July 2012
JPMorgan Securities October 2003 - July 2009
Merrill Lynch June 2000 - June 2003
Deutsche Bank Securities May 1995 - June 2000
Credit Suisse First Boston September 1990 - April 1995
US Navy June 1979 - September 1988
Education
Stanford University 1988 — 1990
MBA, Accounting and Finance
Georgia Institute of Technology 1976 — 1980
BNE, Nuclear Engineering
Parche Capital Management, LLC July 2012 - Present
Retired and enjoying time with family August 2009 - July 2012
JPMorgan Securities October 2003 - July 2009
Merrill Lynch June 2000 - June 2003
Deutsche Bank Securities May 1995 - June 2000
Credit Suisse First Boston September 1990 - April 1995
US Navy June 1979 - September 1988
Education
Stanford University 1988 — 1990
MBA, Accounting and Finance
Georgia Institute of Technology 1976 — 1980
BNE, Nuclear Engineering
Ara Meyer Ara Meyer's Credit Suisse First Boston Experience March 1998 - March 1999
Job Chief Systems Architect at Two Roads Software.
Industry Financial Services
Experience
Two Roads Software. January 2013 - Present
TradeDynamiX January 2013 - Present
Lazard Capital Markets March 2009 - December 2012
Wachovia August 2004 - February 2009
Goldman Sachs January 2001 - July 2004
Donaldson, Lufkin & Jenrette April 1999 - December 2000
Credit Suisse First Boston March 1998 - March 1999
Smith Barney June 1996 - March 1998
Dean Witter August 1993 - June 1996
Skills
Equity Trading, Series 7, C++, Fixed Income, Capital Markets, Sybase, Perl, SQL, Unix, Series 63, Electronic Trading
Education
Fordham University 1988 — 1993
BA, Mathematics and Natural Science
Two Roads Software. January 2013 - Present
TradeDynamiX January 2013 - Present
Lazard Capital Markets March 2009 - December 2012
Wachovia August 2004 - February 2009
Goldman Sachs January 2001 - July 2004
Donaldson, Lufkin & Jenrette April 1999 - December 2000
Credit Suisse First Boston March 1998 - March 1999
Smith Barney June 1996 - March 1998
Dean Witter August 1993 - June 1996
Skills
Equity Trading, Series 7, C++, Fixed Income, Capital Markets, Sybase, Perl, SQL, Unix, Series 63, Electronic Trading
Education
Fordham University 1988 — 1993
BA, Mathematics and Natural Science
DeWayne Louis DeWayne Louis's Credit Suisse First Boston Experience June 2002 - September 2004
Job Founding Partner at ARP Investments
Industry Investment Management
Experience
ARP Investments October 2014 - Present
Investcorp September 2005 - October 2014
UBS Investment Bank September 2004 - September 2005
Credit Suisse First Boston June 2002 - September 2004
Skills
French, Poker, Private Equity, Equities, Financial Modeling, Hedge Funds, Investments, Project Finance, Strategy, Financial Analysis, Mutual Funds, Finance, Analysis, Valuation, Investment Banking, Mergers & Acquisitions, Capital Markets, Asset Management, Securities, Alternative Investments
Education
Georgetown University
BS, Finance
ARP Investments October 2014 - Present
Investcorp September 2005 - October 2014
UBS Investment Bank September 2004 - September 2005
Credit Suisse First Boston June 2002 - September 2004
Skills
French, Poker, Private Equity, Equities, Financial Modeling, Hedge Funds, Investments, Project Finance, Strategy, Financial Analysis, Mutual Funds, Finance, Analysis, Valuation, Investment Banking, Mergers & Acquisitions, Capital Markets, Asset Management, Securities, Alternative Investments
Education
Georgetown University
BS, Finance
Max Carter-Oberstone's Credit Suisse First Boston Experience October 2008 - March 2010
Job Law Clerk at U.S. Court of Appeals for the Ninth Circuit
Industry Law Practice
Experience
U.S. Court of Appeals for the Ninth Circuit September 2015 - Present
U.S. District Court for the Northern District of California August 2014 - September 2015
Phillips & Cohen LLP June 2013 - August 2013
Consumer Financial Protection Bureau June 2012 - August 2012
California State Senate October 2010 - July 2011
Credit Suisse First Boston October 2008 - March 2010
Credit Suisse First Boston July 2007 - October 2008
Education
Stanford Law School 2011 — 2014
J.D., Class of 2014
Georgetown University 2003 — 2007
AB, Finance/French
U.S. Court of Appeals for the Ninth Circuit September 2015 - Present
U.S. District Court for the Northern District of California August 2014 - September 2015
Phillips & Cohen LLP June 2013 - August 2013
Consumer Financial Protection Bureau June 2012 - August 2012
California State Senate October 2010 - July 2011
Credit Suisse First Boston October 2008 - March 2010
Credit Suisse First Boston July 2007 - October 2008
Education
Stanford Law School 2011 — 2014
J.D., Class of 2014
Georgetown University 2003 — 2007
AB, Finance/French
Rebecca Crawford Rebecca Crawford's Credit Suisse First Boston Experience October 1999 - March 2002
Job Realtor, Kelly Real Estate Darien, Rowayton & New Canaan, CT
Industry Real Estate
Experience
Beautycounter September 2014 - Present
Kelly Associates Real Estate Inc. April 2010 - Present
Martin Group Executive Search, LLC March 2009 - December 2009
The Mergis Group February 2007 - March 2009
Broadreach Group October 2004 - February 2007
Teeman Perley Gilmartin July 2002 - October 2004
Credit Suisse First Boston October 1999 - March 2002
Skills
Talent Acquisition, Hedge Funds, Recruiting, Real Estate, Asset Management, Property, Private Equity, Buyers, Fixed Income, Management, First Time Home Buyers, Capital Markets, Sellers, Sales, Marketing
Education
University of Colorado Boulder 1997 — 1999
1999, Communication
Gettysburg College 1993 — 1995
The Hun School of Princeton
Beautycounter September 2014 - Present
Kelly Associates Real Estate Inc. April 2010 - Present
Martin Group Executive Search, LLC March 2009 - December 2009
The Mergis Group February 2007 - March 2009
Broadreach Group October 2004 - February 2007
Teeman Perley Gilmartin July 2002 - October 2004
Credit Suisse First Boston October 1999 - March 2002
Skills
Talent Acquisition, Hedge Funds, Recruiting, Real Estate, Asset Management, Property, Private Equity, Buyers, Fixed Income, Management, First Time Home Buyers, Capital Markets, Sellers, Sales, Marketing
Education
University of Colorado Boulder 1997 — 1999
1999, Communication
Gettysburg College 1993 — 1995
The Hun School of Princeton
Jack V. Kirnan, Ph.D. Jack V. Kirnan, Ph.D.'s Credit Suisse First Boston Experience August 1998 - June 2003
Job President, Kirnan Coaching Associates, LLC; 5 O'Clock Club Certified Career Coach; NYU Certified Life & Executive Coach
Industry Professional Training & Coaching
Experience
Kirnan Coaching Associates, LLC November 2014 - Present
Holy Family University November 2011 - 2012
The College of New Jersey February 2007 - April 2009
Rutgers Business School August 2005 - February 2007
Schwab Soundview Capital Markets 2004 - 2004
Credit Suisse First Boston August 1998 - June 2003
Salomon Brothers May 1992 - August 1998
Kidder Peabody July 1986 - May 1992
Merrill Lynch May 1984 - July 1986
Texaco July 1981 - April 1984
Skills
Financial Modeling, Equity Research, Valuation, Investments, Equities, Management, CRM, Finance, Hedge Funds, Portfolio Management, Alternative Investments, Economics, Fixed Income, Asset Management, Options, Capital Markets, Investment Banking, Leadership
Education
New York University 2014 — 2015
Certificate Program in Executive and Life Coaching, Organizational and Personal Skills Coaching
Fordham University 1979 — 1983
Ph.D., Economics
Fordham University 1977 — 1979
MA, Economics
Seton Hall University 1973 — 1977
BA, Economics/Government
Paramus Catholic High School 1969 — 1973
High School Diploma, College Preparatory
Kirnan Coaching Associates, LLC November 2014 - Present
Holy Family University November 2011 - 2012
The College of New Jersey February 2007 - April 2009
Rutgers Business School August 2005 - February 2007
Schwab Soundview Capital Markets 2004 - 2004
Credit Suisse First Boston August 1998 - June 2003
Salomon Brothers May 1992 - August 1998
Kidder Peabody July 1986 - May 1992
Merrill Lynch May 1984 - July 1986
Texaco July 1981 - April 1984
Skills
Financial Modeling, Equity Research, Valuation, Investments, Equities, Management, CRM, Finance, Hedge Funds, Portfolio Management, Alternative Investments, Economics, Fixed Income, Asset Management, Options, Capital Markets, Investment Banking, Leadership
Education
New York University 2014 — 2015
Certificate Program in Executive and Life Coaching, Organizational and Personal Skills Coaching
Fordham University 1979 — 1983
Ph.D., Economics
Fordham University 1977 — 1979
MA, Economics
Seton Hall University 1973 — 1977
BA, Economics/Government
Paramus Catholic High School 1969 — 1973
High School Diploma, College Preparatory
Shobin Uralil Shobin Uralil's Credit Suisse First Boston Experience July 2004 - June 2006
Job Vice President, Operations at Retroficiency
Industry Computer Software
Experience
Retroficiency January 2015 - Present
Retroficiency, Inc. May 2013 - Present
kWhOURS, Inc. July 2013 - August 2014
kWhOURS, Inc. November 2012 - July 2013
kWhOURS, Inc. February 2009 - November 2012
Prudential Financial June 2009 - November 2009
Sempra Energy July 2006 - June 2008
Credit Suisse First Boston July 2004 - June 2006
Coca-Cola Company 2002 - 2002
Skills
Valuation, Corporate Finance, Mergers, Renewable Energy, Power Generation, Financial Modeling, Venture Capital, Private Equity, Due Diligence, Entrepreneurship, Cleantech, Investment Banking, Energy Efficiency, Contract Negotiation, Management, Mergers & Acquisitions, Corporate Development, Energy, Start-ups, Mobile Applications, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, Finance and Entrepreneurship
Georgetown University - The McDonough School of Business 2000 — 2004
BS in Business Administration, Finance and Technology Management
Retroficiency January 2015 - Present
Retroficiency, Inc. May 2013 - Present
kWhOURS, Inc. July 2013 - August 2014
kWhOURS, Inc. November 2012 - July 2013
kWhOURS, Inc. February 2009 - November 2012
Prudential Financial June 2009 - November 2009
Sempra Energy July 2006 - June 2008
Credit Suisse First Boston July 2004 - June 2006
Coca-Cola Company 2002 - 2002
Skills
Valuation, Corporate Finance, Mergers, Renewable Energy, Power Generation, Financial Modeling, Venture Capital, Private Equity, Due Diligence, Entrepreneurship, Cleantech, Investment Banking, Energy Efficiency, Contract Negotiation, Management, Mergers & Acquisitions, Corporate Development, Energy, Start-ups, Mobile Applications, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, Finance and Entrepreneurship
Georgetown University - The McDonough School of Business 2000 — 2004
BS in Business Administration, Finance and Technology Management
Paul Strid's Credit Suisse First Boston Experience January 1999 - June 2001
Job Principal at Concentus Wealth Advisors
Industry Financial Services
Experience
Concentus Wealth Advisors February 2014 - Present
Strid Wealth Management Group of Wells Fargo Advisors February 2003 - February 2014
Credit Suisse First Boston January 1999 - June 2001
Skills
Investments, Portfolio Management, Wealth Management, Finance, Alternative Investments, Series 63, Mutual Funds, Series 7, Securities, Retirement Planning, Equities, Asset Management, Financial Modeling, Investment Advisory, Financial Analysis, Asset Allocation, Private Equity, Capital Markets, Retirement, Hedge Funds
Education
Georgetown University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Georgetown University - The McDonough School of Business 1993 — 1997
BS, Finance
Episcopal Academy 1989 — 1993
Rosemont School of the Holy Child 1984 — 1989
Concentus Wealth Advisors February 2014 - Present
Strid Wealth Management Group of Wells Fargo Advisors February 2003 - February 2014
Credit Suisse First Boston January 1999 - June 2001
Skills
Investments, Portfolio Management, Wealth Management, Finance, Alternative Investments, Series 63, Mutual Funds, Series 7, Securities, Retirement Planning, Equities, Asset Management, Financial Modeling, Investment Advisory, Financial Analysis, Asset Allocation, Private Equity, Capital Markets, Retirement, Hedge Funds
Education
Georgetown University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Georgetown University - The McDonough School of Business 1993 — 1997
BS, Finance
Episcopal Academy 1989 — 1993
Rosemont School of the Holy Child 1984 — 1989
Lance Diduck Lance Diduck's Credit Suisse First Boston Experience May 2000 - June 2003
Job Director at Capstone Investment Advisors
Industry Financial Services
Experience
Capstone Investment Advisors August 2013 - Present
Millennium Partners January 2013 - August 2013
Eladian Partners July 2011 - October 2012
Athena Capital Research December 2008 - July 2011
IDC Global August 1999 - February 2011
UBS Investment Bank July 2007 - December 2008
Bloomberg July 2003 - July 2007
Lazer, Aptheker, Rosella & Yedid, P.C. July 2004 - October 2004
Credit Suisse First Boston May 2000 - June 2003
Lerner David Littenberg Krumholz & Mentlik November 2002 - March 2003
Skills
Trading Systems, Hedge Funds, Data Modeling, Database Admin, Equities, Electronic Trading, Banking, Trading Strategies, Exchange Connectivity, C++, ETFs, High Frequency Trading, Trading System, Low Latency, Trading, Linux, Portfolio Management, Fixed Income, Multithreading, Quantitative Finance
Education
New York University 2008 — 2010
MS, Mathematics in Finance
Georgia State University 1992 — 1994
BS, Math;Physics
Capstone Investment Advisors August 2013 - Present
Millennium Partners January 2013 - August 2013
Eladian Partners July 2011 - October 2012
Athena Capital Research December 2008 - July 2011
IDC Global August 1999 - February 2011
UBS Investment Bank July 2007 - December 2008
Bloomberg July 2003 - July 2007
Lazer, Aptheker, Rosella & Yedid, P.C. July 2004 - October 2004
Credit Suisse First Boston May 2000 - June 2003
Lerner David Littenberg Krumholz & Mentlik November 2002 - March 2003
Skills
Trading Systems, Hedge Funds, Data Modeling, Database Admin, Equities, Electronic Trading, Banking, Trading Strategies, Exchange Connectivity, C++, ETFs, High Frequency Trading, Trading System, Low Latency, Trading, Linux, Portfolio Management, Fixed Income, Multithreading, Quantitative Finance
Education
New York University 2008 — 2010
MS, Mathematics in Finance
Georgia State University 1992 — 1994
BS, Math;Physics
James Igoe James Igoe's Credit Suisse First Boston Experience May 2005 - September 2005
Job Financial/Risk Software Developer (.NET, SQL, VBA)
Industry Information Technology and Services
Experience
Guggenheim Partners March 2013 - Present
UBS via Atrium Staffing May 2009 - November 2012
Deutsche Bank via Execu-Search March 2007 - April 2009
NCR for The Bardess Group via SAPBureau July 2006 - March 2007
Deloitte Consulting March 2006 - July 2006
UBS September 2005 - March 2006
Credit Suisse First Boston May 2005 - September 2005
AIG February 2005 - May 2005
EDS @ ABN Amro July 2004 - January 2005
JPMorgan Chase December 2003 - June 2004
Skills
Microsoft SQL Server, Databases, SQL, .NET, VBA, T-SQL, C#, SDLC, Access, VB.NET, Database Design, Web Services, Oracle, XML, SSIS, Software Development, Microsoft Excel, WCF, VSTO, WinForms, ASP.NET, ETL, WPF, Design Patterns, ADO.NET, Testing, Risk Management, Operational Risk, Agile Methodologies, Object Oriented Design, Reporting & Analysis, Stored Procedures, Entity Framework, ASP.NET MVC, MVC
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
MBA (Not Completed), Finance & Information Technology
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1993
BA, Psychology
Guggenheim Partners March 2013 - Present
UBS via Atrium Staffing May 2009 - November 2012
Deutsche Bank via Execu-Search March 2007 - April 2009
NCR for The Bardess Group via SAPBureau July 2006 - March 2007
Deloitte Consulting March 2006 - July 2006
UBS September 2005 - March 2006
Credit Suisse First Boston May 2005 - September 2005
AIG February 2005 - May 2005
EDS @ ABN Amro July 2004 - January 2005
JPMorgan Chase December 2003 - June 2004
Skills
Microsoft SQL Server, Databases, SQL, .NET, VBA, T-SQL, C#, SDLC, Access, VB.NET, Database Design, Web Services, Oracle, XML, SSIS, Software Development, Microsoft Excel, WCF, VSTO, WinForms, ASP.NET, ETL, WPF, Design Patterns, ADO.NET, Testing, Risk Management, Operational Risk, Agile Methodologies, Object Oriented Design, Reporting & Analysis, Stored Procedures, Entity Framework, ASP.NET MVC, MVC
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
MBA (Not Completed), Finance & Information Technology
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1993
BA, Psychology
Marc A. White, Jr Marc A. White, Jr's Credit Suisse First Boston Experience June 1985 - March 2001
Job Chief Executive Officer, New England
Industry Financial Services
Experience
J.P. Morgan June 2005 - Present
JPMorgan Chase 2005 - Present
Fleet Bank May 2001 - June 2005
Credit Suisse First Boston June 1985 - March 2001
Skills
Equities, Fixed Income, Investments, Management, Private Banking, Investment Management, Asset Management, Credit, High Net Worth..., Estate Planning
Education
Hamilton College 1975 — 1979
B.A., History
J.P. Morgan June 2005 - Present
JPMorgan Chase 2005 - Present
Fleet Bank May 2001 - June 2005
Credit Suisse First Boston June 1985 - March 2001
Skills
Equities, Fixed Income, Investments, Management, Private Banking, Investment Management, Asset Management, Credit, High Net Worth..., Estate Planning
Education
Hamilton College 1975 — 1979
B.A., History
Chas Chigas Chas Chigas's Credit Suisse First Boston Experience 1992 - 1999
Job Managing Director at Natixis Securities Americas LLC
Industry Financial Services
Experience
Natixis Securities Americas LLC November 2011 - Present
Orea Thea Advisory LLC September 2008 - Present
DiMaio Ahmad Capital September 2006 - February 2009
Deutsche Bank 2001 - 2006
Goldman Sachs May 1999 - June 2001
Credit Suisse First Boston 1992 - 1999
GE Capital 1987 - 1992
Skills
Capital Markets, Project Finance, Financial Structuring, Valuation, Fixed Income, Corporate Finance, Financial Modeling, High Yield, Private Placements, Series 7, Capital Structure, Risk Management, Loan Origination, Investments, Hedge Funds, Private Equity, Structured Finance, Equities, Portfolio Management, Finance, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA
Hamilton College 1981 — 1982
Paris year abroad program
Tufts University 1978 — 1982
BA, Economics
Middlebury College 1981 — 1981
Summer Language Program - French
Natixis Securities Americas LLC November 2011 - Present
Orea Thea Advisory LLC September 2008 - Present
DiMaio Ahmad Capital September 2006 - February 2009
Deutsche Bank 2001 - 2006
Goldman Sachs May 1999 - June 2001
Credit Suisse First Boston 1992 - 1999
GE Capital 1987 - 1992
Skills
Capital Markets, Project Finance, Financial Structuring, Valuation, Fixed Income, Corporate Finance, Financial Modeling, High Yield, Private Placements, Series 7, Capital Structure, Risk Management, Loan Origination, Investments, Hedge Funds, Private Equity, Structured Finance, Equities, Portfolio Management, Finance, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA
Hamilton College 1981 — 1982
Paris year abroad program
Tufts University 1978 — 1982
BA, Economics
Middlebury College 1981 — 1981
Summer Language Program - French
Eirik Olsen Eirik Olsen's Credit Suisse First Boston Experience June 2000 - July 2002
Job Director of Corporate Strategy at Strayer University
Industry Education Management
Experience
Strayer University August 2014 - Present
Capital One November 2010 - August 2014
South River Group May 2008 - November 2010
Brookdale Senior Living December 2002 - April 2006
Credit Suisse First Boston June 2000 - July 2002
Skills
Strategy, Acquisitions, Cross-functional Team..., Finance, Due Diligence, Financial Modeling, Budgets, Corporate Finance, Investments, Mergers & Acquisitions, Valuation, Business Strategy, Analytics, Investment Banking, Business Development
Education
Harvard Business School 2006 — 2008
MBA, graduated with distinction (top 10-20%)
Princeton University 1996 — 2000
AB, magna cum laude, Economics degree with a Certificate in Finance
Strayer University August 2014 - Present
Capital One November 2010 - August 2014
South River Group May 2008 - November 2010
Brookdale Senior Living December 2002 - April 2006
Credit Suisse First Boston June 2000 - July 2002
Skills
Strategy, Acquisitions, Cross-functional Team..., Finance, Due Diligence, Financial Modeling, Budgets, Corporate Finance, Investments, Mergers & Acquisitions, Valuation, Business Strategy, Analytics, Investment Banking, Business Development
Education
Harvard Business School 2006 — 2008
MBA, graduated with distinction (top 10-20%)
Princeton University 1996 — 2000
AB, magna cum laude, Economics degree with a Certificate in Finance
Don Linn Don Linn's Credit Suisse First Boston Experience 1987 - 1989
Job Director, Chicago Distribution Center at the University Chicago Press at University of Chicago
Industry Publishing
Experience
University of Chicago Press July 2012 - Present
Firebrand Associates September 2011 - June 2012
Linn & Company LLC September 2007 - June 2012
Taunton Press November 2007 - July 2009
Consortium Book Sales & Distribution 2002 - 2006
Kay Planting Company 1989 - 2001
Credit Suisse First Boston 1987 - 1989
Paine Webber Incorporated September 1979 - June 1987
Skills
Publishing, Strategy, Brand Management, Books, Start-ups, Mergers, Turn Around Management, Lead Generation, Business Development
Education
Stanford University 2003 — 2003
Certificate, Publishing
Harvard Business School 1977 — 1979
MBA, General Management/Finance
Vanderbilt University 1971 — 1975
BA, Economics
Greenville High School
University of Chicago Press July 2012 - Present
Firebrand Associates September 2011 - June 2012
Linn & Company LLC September 2007 - June 2012
Taunton Press November 2007 - July 2009
Consortium Book Sales & Distribution 2002 - 2006
Kay Planting Company 1989 - 2001
Credit Suisse First Boston 1987 - 1989
Paine Webber Incorporated September 1979 - June 1987
Skills
Publishing, Strategy, Brand Management, Books, Start-ups, Mergers, Turn Around Management, Lead Generation, Business Development
Education
Stanford University 2003 — 2003
Certificate, Publishing
Harvard Business School 1977 — 1979
MBA, General Management/Finance
Vanderbilt University 1971 — 1975
BA, Economics
Greenville High School
Richard (Dick) Hurd Richard (Dick) Hurd's Credit Suisse First Boston Experience 2000 - November 2003
Job Investments at Mayo Capital Partners
Industry Investment Banking
Experience
Mayo Capital Partners September 2010 - Present
BMO Capital Markets 2004 - 2010
Fulcrum Global Partners 2003 - 2004
Credit Suisse First Boston 2000 - November 2003
DLJ 1997 - 2000
DLJ 1994 - 1997
Kidder Peabody 1988 - 1994
Kidder Peabody 1982 - 1988
Marsh & McLennan Companies, Inc. 1978 - 1982
Skills
Equities, Investments, Mutual Funds, Hedge Funds, Equity Research, Investment Banking, Trading, Competitive Analysis, Investment Management, Portfolio Management, Alternative Investments, Bloomberg, Financial Services, Fixed Income, Bonds, Derivatives, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
MBA, Finance
Hampshire College 1974 — 1978
BA, Systems Analysis
Mayo Capital Partners September 2010 - Present
BMO Capital Markets 2004 - 2010
Fulcrum Global Partners 2003 - 2004
Credit Suisse First Boston 2000 - November 2003
DLJ 1997 - 2000
DLJ 1994 - 1997
Kidder Peabody 1988 - 1994
Kidder Peabody 1982 - 1988
Marsh & McLennan Companies, Inc. 1978 - 1982
Skills
Equities, Investments, Mutual Funds, Hedge Funds, Equity Research, Investment Banking, Trading, Competitive Analysis, Investment Management, Portfolio Management, Alternative Investments, Bloomberg, Financial Services, Fixed Income, Bonds, Derivatives, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
MBA, Finance
Hampshire College 1974 — 1978
BA, Systems Analysis
Peter Finn Peter Finn's Credit Suisse First Boston Experience July 2002 - October 2003
Job Senior Vice President, M&A at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital September 2012 - Present
FBR January 2011 - September 2012
FBR Capital Markets & Co. February 2007 - January 2011
Legacy Partners Group October 2003 - February 2007
Credit Suisse First Boston July 2002 - October 2003
Skills
Investment Banking, M&A experience, Corporate Finance
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BS, Finance / Accounting
Macquarie Capital September 2012 - Present
FBR January 2011 - September 2012
FBR Capital Markets & Co. February 2007 - January 2011
Legacy Partners Group October 2003 - February 2007
Credit Suisse First Boston July 2002 - October 2003
Skills
Investment Banking, M&A experience, Corporate Finance
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BS, Finance / Accounting
Evan Bloodgood Evan Bloodgood's Credit Suisse First Boston Experience 2004 - 2006
Job Project Finance and Corporate Development at Bloom Energy
Industry Renewables & Environment
Experience
Bloom Energy May 2010 - Present
Mercury Capital Management, LLC 2006 - 2008
Credit Suisse First Boston 2004 - 2006
Skills
Valuation, Mergers & Acquisitions, Business Development, Financial Modeling, Real Estate, Cleantech, Due Diligence, Corporate Finance, Business Strategy, Project Finance, Corporate Development, Investment Banking, Investments, Management, Private Equity
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA, Energy, Entrepreneurship, Haas Merit Scholar
Georgetown University - The McDonough School of Business 2000 — 2004
BSBA, Finance and International Management, Magna Cum Laude
Bloom Energy May 2010 - Present
Mercury Capital Management, LLC 2006 - 2008
Credit Suisse First Boston 2004 - 2006
Skills
Valuation, Mergers & Acquisitions, Business Development, Financial Modeling, Real Estate, Cleantech, Due Diligence, Corporate Finance, Business Strategy, Project Finance, Corporate Development, Investment Banking, Investments, Management, Private Equity
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA, Energy, Entrepreneurship, Haas Merit Scholar
Georgetown University - The McDonough School of Business 2000 — 2004
BSBA, Finance and International Management, Magna Cum Laude
Andrew MacMillan's Credit Suisse First Boston Experience 1986 - 1998
Job Senior Corporate Communications Professional
Industry Financial Services
Experience
AXA Rosenberg 2007 - 2010
AXA Rosenberg 2007 - 2010
Ameriprise Financial 2005 - 2006
Ameriprise Financial 2005 - 2006
Barclays Capital 2002 - 2005
Barclays Capital 2002 - 2005
The Nasdaq Stock Market January 1999 - January 2002
Credit Suisse First January 1986 - January 1998
Credit Suisse First Boston 1986 - 1998
National Medical Enterprises January 1984 - January 1986
Education
Harvard Business School 1976 — 1978
MBA
Harvard Graduate School of Business Administration
Masters, Business Administration
University of Iowa - Iowa
S, Industrial Engineering
AXA Rosenberg 2007 - 2010
AXA Rosenberg 2007 - 2010
Ameriprise Financial 2005 - 2006
Ameriprise Financial 2005 - 2006
Barclays Capital 2002 - 2005
Barclays Capital 2002 - 2005
The Nasdaq Stock Market January 1999 - January 2002
Credit Suisse First January 1986 - January 1998
Credit Suisse First Boston 1986 - 1998
National Medical Enterprises January 1984 - January 1986
Education
Harvard Business School 1976 — 1978
MBA
Harvard Graduate School of Business Administration
Masters, Business Administration
University of Iowa - Iowa
S, Industrial Engineering
Trevor Bond Trevor Bond's Credit Suisse First Boston Experience October 1992 - January 2002
Job President & CEO at W.P. Carey, Inc.
Industry Real Estate
Experience
W.P. Carey, Inc. July 2010 - Present
W.P. Carey & Co LLC March 2007 - July 2010
Maidstone Investment Co LLC January 2002 - July 2010
Corporate Property Associates 16 Global January 2005 - March 2007
Credit Suisse First Boston October 1992 - January 2002
Tishman Realty & Construction Co Inc March 1991 - October 1992
Goldman Sachs August 1989 - March 1991
China General LLC August 1985 - September 1987
Skills
Investments, Valuation, General Management, Real Estate, Private Equity, Asset Management, Alternative Investments, Financial Modeling, Real Estate Economics, Capital Markets, Mergers & Acquisitions, Financial Structuring, Investment Banking, Portfolio Management, Financial Analysis, Real Estate Development
Education
Harvard Business School 1987 — 1989
MBA, General Management, Finance
National Taiwan Normal University 1985 — 1985
Chinese Studies, Mandarin
Peking University 1984 — 1984
Chinese Studies, Mandarin
Nanjing University 1983 — 1983
Chinese Studies, Mandarin
Lehigh University 1979 — 1983
B.A., Foreign Careers: Economics, Chinese
St Pauls 1971 — 1979
W.P. Carey, Inc. July 2010 - Present
W.P. Carey & Co LLC March 2007 - July 2010
Maidstone Investment Co LLC January 2002 - July 2010
Corporate Property Associates 16 Global January 2005 - March 2007
Credit Suisse First Boston October 1992 - January 2002
Tishman Realty & Construction Co Inc March 1991 - October 1992
Goldman Sachs August 1989 - March 1991
China General LLC August 1985 - September 1987
Skills
Investments, Valuation, General Management, Real Estate, Private Equity, Asset Management, Alternative Investments, Financial Modeling, Real Estate Economics, Capital Markets, Mergers & Acquisitions, Financial Structuring, Investment Banking, Portfolio Management, Financial Analysis, Real Estate Development
Education
Harvard Business School 1987 — 1989
MBA, General Management, Finance
National Taiwan Normal University 1985 — 1985
Chinese Studies, Mandarin
Peking University 1984 — 1984
Chinese Studies, Mandarin
Nanjing University 1983 — 1983
Chinese Studies, Mandarin
Lehigh University 1979 — 1983
B.A., Foreign Careers: Economics, Chinese
St Pauls 1971 — 1979
Harris Hyman IV Harris Hyman IV's Credit Suisse First Boston Experience June 1999 - December 2002
Job Managing Director at Flexpoint Ford
Industry Venture Capital & Private Equity
Experience
Summit BHC March 2015 - Present
Flexpoint Ford, LLC 2008 - Present
MedAssets March 2005 - Present
United Biosource Corporation November 2003 - November 2010
Middle Market Private Equity Firm 2003 - 2008
Credit Suisse First Boston June 1999 - December 2002
Deutsche Bank and its predecessors 1985 - 1999
Lehman Brothers 1981 - 1983
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Development, Mergers, Finance, Healthcare, Corporate Finance, Executive Management, Business Strategy, Venture Capital, Due Diligence, Strategy, Investments, Business Development, Strategic Planning
Education
Harvard Business School 1983 — 1985
MBA
Princeton University 1977 — 1981
BSE, magna cum laude
Summit BHC March 2015 - Present
Flexpoint Ford, LLC 2008 - Present
MedAssets March 2005 - Present
United Biosource Corporation November 2003 - November 2010
Middle Market Private Equity Firm 2003 - 2008
Credit Suisse First Boston June 1999 - December 2002
Deutsche Bank and its predecessors 1985 - 1999
Lehman Brothers 1981 - 1983
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Development, Mergers, Finance, Healthcare, Corporate Finance, Executive Management, Business Strategy, Venture Capital, Due Diligence, Strategy, Investments, Business Development, Strategic Planning
Education
Harvard Business School 1983 — 1985
MBA
Princeton University 1977 — 1981
BSE, magna cum laude
Frederick Lane's Credit Suisse First Boston Experience 2000 - 2001
Job Founder and Managing Partner, Lane Generational
Industry Investment Management
Experience
Lane Generational of Raymond James January 2015 - Present
Raymond James May 2009 - December 2014
Lane, Berry & Co., International 2002 - 2009
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1976 - 2000
Education
Harvard Business School 1971 — 1973
MBA
Harvard University 1967 — 1971
A.B., General Studies
Lane Generational of Raymond James January 2015 - Present
Raymond James May 2009 - December 2014
Lane, Berry & Co., International 2002 - 2009
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1976 - 2000
Education
Harvard Business School 1971 — 1973
MBA
Harvard University 1967 — 1971
A.B., General Studies
Graig Nickel, CFA Graig Nickel, CFA's Credit Suisse First Boston Experience August 2005 - November 2005
Job Trader Fixed Income
Industry Investment Management
Experience
Vanguard Brokerage 2010 - Present
BlackRock August 2009 - April 2010
BlackRock October 2006 - November 2008
Merrill Lynch & Co. November 2005 - October 2006
Credit Suisse First Boston August 2005 - November 2005
Merrill Lynch & Co. February 2003 - June 2005
Deutsche Bank January 2001 - May 2002
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance
Penn State University 1996 — 2000
BS, Criminal Justice
Vanguard Brokerage 2010 - Present
BlackRock August 2009 - April 2010
BlackRock October 2006 - November 2008
Merrill Lynch & Co. November 2005 - October 2006
Credit Suisse First Boston August 2005 - November 2005
Merrill Lynch & Co. February 2003 - June 2005
Deutsche Bank January 2001 - May 2002
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance
Penn State University 1996 — 2000
BS, Criminal Justice
Jane Ezersky Jane Ezersky's Credit Suisse First Boston Experience 1997 - 2002
Job Owner, Claremont Search Advisors
Industry Human Resources
Experience
Claremont Search Advisors 2006 - Present
Columbia Business School 2003 - 2006
Sextant Search Partners 2003 - 2003
Credit Suisse First Boston 1997 - 2002
Skills
Mergers & Acquisitions, Executive Search, Private Equity, Corporate Finance, Career Counseling, Analysis, Real Estate, Venture Capital, Due Diligence, Entrepreneurship, Valuation, Strategy, Investments, Management Consulting
Education
Teachers College of Columbia University 2002 — 2004
MA, Psychology
Georgetown University Law Center 1979 — 1982
Doctor of Law (JD)
University of Rochester
BA, Political Science
Claremont Search Advisors 2006 - Present
Columbia Business School 2003 - 2006
Sextant Search Partners 2003 - 2003
Credit Suisse First Boston 1997 - 2002
Skills
Mergers & Acquisitions, Executive Search, Private Equity, Corporate Finance, Career Counseling, Analysis, Real Estate, Venture Capital, Due Diligence, Entrepreneurship, Valuation, Strategy, Investments, Management Consulting
Education
Teachers College of Columbia University 2002 — 2004
MA, Psychology
Georgetown University Law Center 1979 — 1982
Doctor of Law (JD)
University of Rochester
BA, Political Science
Houston Lane Houston Lane's Credit Suisse First Boston Experience July 1995 - February 1997
Job Chief Financial Officer at Blinds.com, A Home Depot Company
Industry Internet
Experience
Global Custom Commerce September 2013 - Present
Strategic Services December 2009 - September 2013
EDGARfilings, Ltd. May 2008 - December 2009
Obra Homes July 2006 - April 2008
Object Reservoir April 2004 - July 2006
McKinsey & Company September 2001 - April 2004
Triton Ventures June 2000 - August 2000
Clear Channel Communications 1997 - 1999
Credit Suisse First Boston July 1995 - February 1997
Skills
Budgeting, Strategy Development, Due Diligence, Project Management, Strategy, Executive Management, Risk Management, Mergers & Acquisitions, Leadership, Start-ups, Budgets, Analysis, Management, Telecommunications, Entrepreneurship, P&L Management, Venture Capital, Finance, Valuation, Sales, Management Consulting, Leadership Development, Cross-functional Team..., Strategic Planning, Accounting, Contract Negotiation, Operations Management, Forecasting, Investor Relations, Business Planning, Business Process..., Banking, Financial Analysis, Business Strategy, Strategic Consulting, Internal Controls, Marketing, Capital Markets, Financial Modeling, Business Development, Corporate Finance, Marketing Strategy, New Business Development, Competitive Analysis, Team Building, Energy, E-commerce, Corporate Development, Acquisition Integration
Education
Harvard Business School 1999 — 2001
MBA, Business Administration and Management, General
The University of Texas at Austin 1991 — 1995
BA, Liberal Arts
Arlington Heights High School 1987 — 1991
All Saints 1980 — 1988
Global Custom Commerce September 2013 - Present
Strategic Services December 2009 - September 2013
EDGARfilings, Ltd. May 2008 - December 2009
Obra Homes July 2006 - April 2008
Object Reservoir April 2004 - July 2006
McKinsey & Company September 2001 - April 2004
Triton Ventures June 2000 - August 2000
Clear Channel Communications 1997 - 1999
Credit Suisse First Boston July 1995 - February 1997
Skills
Budgeting, Strategy Development, Due Diligence, Project Management, Strategy, Executive Management, Risk Management, Mergers & Acquisitions, Leadership, Start-ups, Budgets, Analysis, Management, Telecommunications, Entrepreneurship, P&L Management, Venture Capital, Finance, Valuation, Sales, Management Consulting, Leadership Development, Cross-functional Team..., Strategic Planning, Accounting, Contract Negotiation, Operations Management, Forecasting, Investor Relations, Business Planning, Business Process..., Banking, Financial Analysis, Business Strategy, Strategic Consulting, Internal Controls, Marketing, Capital Markets, Financial Modeling, Business Development, Corporate Finance, Marketing Strategy, New Business Development, Competitive Analysis, Team Building, Energy, E-commerce, Corporate Development, Acquisition Integration
Education
Harvard Business School 1999 — 2001
MBA, Business Administration and Management, General
The University of Texas at Austin 1991 — 1995
BA, Liberal Arts
Arlington Heights High School 1987 — 1991
All Saints 1980 — 1988
Alicia Whitaker's Credit Suisse First Boston Experience 2000 - 2004
Job Principal at Whitaker Associates
Industry Human Resources
Experience
Whitaker Associates February 2012 - Present
AIG July 2011 - February 2012
Whitaker Associates December 2008 - July 2011
Credit Suisse January 2000 - December 2008
Credit Suisse First Boston 2000 - 2004
Pitney Bowes 1994 - 2000
Colgate Palmolive 1983 - 1994
Warner-Amex 1981 - 1983
Skills
Succession Planning, Talent Management, Recruiting, Team Effectiveness, Leadership Development, Executive Coaching, Human Resources, Personnel Management, Performance Management, Executive Development, Employee Benefits, Organizational..., Deferred Compensation, HR Transformation, Culture Change, Strategy, Organizational Design, Diversity & Inclusion, Start-ups, Team Building, Strategic Planning, Business Strategy, Leadership, Employer Branding, Organizational..., Executive Management, Employee Engagement, Human Capital, Acquisition Integration, Employee Relations, Career Development, Management Consulting, Strategic HR, Management, Talent Acquisition, 360 Feedback, Onboarding, Workforce Planning, Consulting, HR Consulting, Executive Pay, MBTI, HRIS, Executive Search, Mergers & Acquisitions, Management Development, Change Management, Compensation & Benefit, Workshop Facilitation, Career Management
Education
Harvard Business School 1977 — 1979
MBA, general management, organization behavior, international business
UMass/Amherst
BA, Urban Studies / Sociology
Whitaker Associates February 2012 - Present
AIG July 2011 - February 2012
Whitaker Associates December 2008 - July 2011
Credit Suisse January 2000 - December 2008
Credit Suisse First Boston 2000 - 2004
Pitney Bowes 1994 - 2000
Colgate Palmolive 1983 - 1994
Warner-Amex 1981 - 1983
Skills
Succession Planning, Talent Management, Recruiting, Team Effectiveness, Leadership Development, Executive Coaching, Human Resources, Personnel Management, Performance Management, Executive Development, Employee Benefits, Organizational..., Deferred Compensation, HR Transformation, Culture Change, Strategy, Organizational Design, Diversity & Inclusion, Start-ups, Team Building, Strategic Planning, Business Strategy, Leadership, Employer Branding, Organizational..., Executive Management, Employee Engagement, Human Capital, Acquisition Integration, Employee Relations, Career Development, Management Consulting, Strategic HR, Management, Talent Acquisition, 360 Feedback, Onboarding, Workforce Planning, Consulting, HR Consulting, Executive Pay, MBTI, HRIS, Executive Search, Mergers & Acquisitions, Management Development, Change Management, Compensation & Benefit, Workshop Facilitation, Career Management
Education
Harvard Business School 1977 — 1979
MBA, general management, organization behavior, international business
UMass/Amherst
BA, Urban Studies / Sociology
Timothy Low Timothy Low's Credit Suisse First Boston Experience November 2000 - April 2005
Job President, Forte Asset Management
Industry Financial Services
Experience
Forte Asset Management April 2005 - Present
Credit Suisse First Boston November 2000 - April 2005
Donaldson, Lufkin & Jenrette January 1993 - November 2000
Skills
Wealth Management, Asset Managment, Fixed Income, Financial Advisory, Equities, Series 63, Securities, Investments, Investment Strategies, Investment Advisory, Finance, Investment Management, Asset Management, Portfolio Management
Education
Hamilton College 1986 — 1990
BA, Economics
Greenwich High School 1984 — 1986
Forte Asset Management April 2005 - Present
Credit Suisse First Boston November 2000 - April 2005
Donaldson, Lufkin & Jenrette January 1993 - November 2000
Skills
Wealth Management, Asset Managment, Fixed Income, Financial Advisory, Equities, Series 63, Securities, Investments, Investment Strategies, Investment Advisory, Finance, Investment Management, Asset Management, Portfolio Management
Education
Hamilton College 1986 — 1990
BA, Economics
Greenwich High School 1984 — 1986
Gregory Bedrosian's Credit Suisse First Boston Experience 1992 - 1995
Job Chief Executive Officer at Redwood Capital Group
Industry Investment Banking
Experience
Redwood Capital Group 2003 - Present
The Sputnik Group 1995 - 2003
Renaissance Capital 1995 - 2000
Credit Suisse First Boston 1992 - 1995
Salomon Brothers (now part of Citi) 1988 - 1990
Skills
LBO, Financial Advisory, Mergers, Private Equity, Corporate Development, Investments, Mergers & Acquisitions, Emerging Markets, Investment Banking, Venture Capital, International Relations, M&A experience, Start-ups, Hedge Funds, Equities, Strategy, Nonprofits, Valuation, Portfolio Management, Strategic Partnerships, Restructuring, Leveraged Finance, Capital Markets
Education
Harvard Business School 1990 — 1992
MBA
University of Pennsylvania - The Wharton School 1984 — 1988
BS in Economics
The Episcopal Academy 1980 — 1984
Diploma
Redwood Capital Group 2003 - Present
The Sputnik Group 1995 - 2003
Renaissance Capital 1995 - 2000
Credit Suisse First Boston 1992 - 1995
Salomon Brothers (now part of Citi) 1988 - 1990
Skills
LBO, Financial Advisory, Mergers, Private Equity, Corporate Development, Investments, Mergers & Acquisitions, Emerging Markets, Investment Banking, Venture Capital, International Relations, M&A experience, Start-ups, Hedge Funds, Equities, Strategy, Nonprofits, Valuation, Portfolio Management, Strategic Partnerships, Restructuring, Leveraged Finance, Capital Markets
Education
Harvard Business School 1990 — 1992
MBA
University of Pennsylvania - The Wharton School 1984 — 1988
BS in Economics
The Episcopal Academy 1980 — 1984
Diploma
Keithea Baker's Credit Suisse First Boston Experience June 2002 - September 2003
Job Director, Strategy at Time Inc.
Industry Publishing
Experience
Time Inc. February 2015 - Present
Independent Consulting July 2010 - Present
Time Inc. January 2012 - January 2015
Time Inc. Interactive December 2007 - December 2009
Time Inc. August 2005 - November 2007
Time Inc. October 2003 - July 2005
Credit Suisse First Boston June 2002 - September 2003
Skills
Marketing, Digital Media, Integrated Marketing, Digital Marketing, CRM, Strategy, Social Media Marketing, Business Development, Marketing Strategy, Advertising, Marketing Communications, Management
Education
Hampton University 1998 — 2002
BS, Media Management
Time Inc. February 2015 - Present
Independent Consulting July 2010 - Present
Time Inc. January 2012 - January 2015
Time Inc. Interactive December 2007 - December 2009
Time Inc. August 2005 - November 2007
Time Inc. October 2003 - July 2005
Credit Suisse First Boston June 2002 - September 2003
Skills
Marketing, Digital Media, Integrated Marketing, Digital Marketing, CRM, Strategy, Social Media Marketing, Business Development, Marketing Strategy, Advertising, Marketing Communications, Management
Education
Hampton University 1998 — 2002
BS, Media Management
Rob Reilly Rob Reilly's Credit Suisse First Boston Experience 2000 - 2003
Job Regional Manager Dominick & Dominick Wunderlich Wealth Management
Industry Financial Services
Experience
Dominick & Dominick Division of Wunderlich Wealth Management January 2015 - Present
Dominick & Dominick LLC 2003 - January 2015
Credit Suisse First Boston 2000 - 2003
Donaldson, Lufkin & Jenrette 1992 - 2000
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
Master of Business Administration (MBA), Finance, General
Georgetown University 1986 — 1990
BA, Political Science and History
Dominick & Dominick Division of Wunderlich Wealth Management January 2015 - Present
Dominick & Dominick LLC 2003 - January 2015
Credit Suisse First Boston 2000 - 2003
Donaldson, Lufkin & Jenrette 1992 - 2000
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
Master of Business Administration (MBA), Finance, General
Georgetown University 1986 — 1990
BA, Political Science and History
Jeanmarie Alessi Jeanmarie Alessi's Credit Suisse First Boston Experience 2001 - 2007
Job Owner, www.alessiconsulting.com and Professional Training & Coaching Consultant
Industry Professional Training & Coaching
Experience
www.alessiconsulting.com January 1999 - Present
Nevins Consulting January 2013 - January 2014
Loeb Consulting Group, LLC 2009 - 2014
Trainers in Action 2001 - 2014
Royal Bank of Scotland Group 2010 - 2013
Federal Reserve Bank of NY 2000 - 2011
PricewaterhouseCoopers 1999 - 2011
Madison Consulting Group 2008 - 2010
Thomson Reuters 1999 - 2010
Credit Suisse First Boston 2001 - 2007
Skills
360 Feedback, Executive Coaching, Leadership Development, Organizational..., Talent Management, Performance Management, Organizational..., Change Management, Management Development, Employee Engagement, Succession Planning, MBTI, Coaching, Culture Change, Organizational Design, Career Development, Executive Development, Management Consulting, Workshop Facilitation, Performance Improvement, Strategy, Leadership, Personal Development, Training, Conflict Resolution, Employee Training, Emotional Intelligence, Training Delivery, Personnel Management, Management, Instructional Design, Career Counseling, HR Consulting, Staff Development, Consulting, Career Management, Human Resources, Workforce Planning, Interviews, Employee Relations, Learning Management, Facilitation, Onboarding, Talent Acquisition, Recruiting, Needs Analysis, Business Coaching, Program Management, Blended Learning
Education
Fordham University 1994 — 1996
MS, Training and Development
Merrimack College 1981 — 1984
BA, Psychology
Franklin Pierce College 1980 — 1981
Bachelor of Science (BS), Psychology
www.alessiconsulting.com January 1999 - Present
Nevins Consulting January 2013 - January 2014
Loeb Consulting Group, LLC 2009 - 2014
Trainers in Action 2001 - 2014
Royal Bank of Scotland Group 2010 - 2013
Federal Reserve Bank of NY 2000 - 2011
PricewaterhouseCoopers 1999 - 2011
Madison Consulting Group 2008 - 2010
Thomson Reuters 1999 - 2010
Credit Suisse First Boston 2001 - 2007
Skills
360 Feedback, Executive Coaching, Leadership Development, Organizational..., Talent Management, Performance Management, Organizational..., Change Management, Management Development, Employee Engagement, Succession Planning, MBTI, Coaching, Culture Change, Organizational Design, Career Development, Executive Development, Management Consulting, Workshop Facilitation, Performance Improvement, Strategy, Leadership, Personal Development, Training, Conflict Resolution, Employee Training, Emotional Intelligence, Training Delivery, Personnel Management, Management, Instructional Design, Career Counseling, HR Consulting, Staff Development, Consulting, Career Management, Human Resources, Workforce Planning, Interviews, Employee Relations, Learning Management, Facilitation, Onboarding, Talent Acquisition, Recruiting, Needs Analysis, Business Coaching, Program Management, Blended Learning
Education
Fordham University 1994 — 1996
MS, Training and Development
Merrimack College 1981 — 1984
BA, Psychology
Franklin Pierce College 1980 — 1981
Bachelor of Science (BS), Psychology
Daniel Teed Daniel Teed's Credit Suisse First Boston Experience 1997 - 2001
Job President at Wedgewood Investors
Industry Financial Services
Experience
Wedgewood Investors March 2008 - Present
BNY Mellon 2003 - 2008
PNC Wealth Management 2001 - 2003
Credit Suisse First Boston 1997 - 2001
Associated Trading Professionals 1993 - 1997
Industrial Bank of Japan/Aubrey Lanston 1991 - 1993
Discount Corporation of New York Futures 1988 - 1991
Skills
Investments, Fixed Income, Bloomberg, Equities, Portfolio Management, Hedge Funds, Financial Markets, Options, Wealth Management
Education
Gannon University 1984 — 1988
BS, Economics
Obirin Daigaku
International Business
Wedgewood Investors March 2008 - Present
BNY Mellon 2003 - 2008
PNC Wealth Management 2001 - 2003
Credit Suisse First Boston 1997 - 2001
Associated Trading Professionals 1993 - 1997
Industrial Bank of Japan/Aubrey Lanston 1991 - 1993
Discount Corporation of New York Futures 1988 - 1991
Skills
Investments, Fixed Income, Bloomberg, Equities, Portfolio Management, Hedge Funds, Financial Markets, Options, Wealth Management
Education
Gannon University 1984 — 1988
BS, Economics
Obirin Daigaku
International Business
Janet Mulroy Janet Mulroy's Credit Suisse First Boston Experience 1991 - 1992
Job Investor & Finance Professional
Industry Venture Capital & Private Equity
Experience
Milton Capital 2001 - Present
FinLogic April 2014 - July 2015
Microban International 1994 - 2001
Manolis & Company 1992 - 2001
Credit Suisse First Boston 1991 - 1992
Salomon Brothers 1988 - 1990
Education
University of Pennsylvania - The Wharton School
B.S. Economics
Georgia State University - J. Mack Robinson College of Business
Master of Professional Accountancy
Milton Capital 2001 - Present
FinLogic April 2014 - July 2015
Microban International 1994 - 2001
Manolis & Company 1992 - 2001
Credit Suisse First Boston 1991 - 1992
Salomon Brothers 1988 - 1990
Education
University of Pennsylvania - The Wharton School
B.S. Economics
Georgia State University - J. Mack Robinson College of Business
Master of Professional Accountancy
Joseph Marren Joseph Marren's Credit Suisse First Boston Experience November 2000 - March 2001
Job President & CEO of KStone Partners, an SEC registered advisor specializing in creditrelated funds of hedge funds.
Industry Investment Management
Experience
Columbia Business School September 2014 - September 2014
Columbia Business School April 2013 - April 2013
Columbia Law School February 2013 - February 2013
Fordham Law School September 2012 - September 2012
Sagent Advisors April 2005 - September 2008
Citigroup Global Markets May 2001 - March 2005
Credit Suisse First Boston November 2000 - March 2001
Donaldson, Lufkin & Jenrette June 1997 - November 2000
The Bridgeford Group 1991 - 1997
Prudential Financial 1989 - 1991
Education
NYU Stern School of Business 1981 — 1984
MBA, Finance
Fordham University School of Law 1976 — 1979
JD
College of William & Mary 1972 — 1976
BBA, Accounting, Economics
Iona Preparatory School 1968 — 1972
Our Lady of Mt. Carmel 1961 — 1968
Columbia Business School September 2014 - September 2014
Columbia Business School April 2013 - April 2013
Columbia Law School February 2013 - February 2013
Fordham Law School September 2012 - September 2012
Sagent Advisors April 2005 - September 2008
Citigroup Global Markets May 2001 - March 2005
Credit Suisse First Boston November 2000 - March 2001
Donaldson, Lufkin & Jenrette June 1997 - November 2000
The Bridgeford Group 1991 - 1997
Prudential Financial 1989 - 1991
Education
NYU Stern School of Business 1981 — 1984
MBA, Finance
Fordham University School of Law 1976 — 1979
JD
College of William & Mary 1972 — 1976
BBA, Accounting, Economics
Iona Preparatory School 1968 — 1972
Our Lady of Mt. Carmel 1961 — 1968
Ed Ellison's Credit Suisse First Boston Experience September 1992 - March 1995
Job Headmaster | St. Johns Country Day School
Industry Primary/Secondary Education
Experience
St. Johns Country Day School July 2011 - Present
The Roxbury Latin School July 2007 - June 2011
The Roxbury Latin School August 2002 - June 2011
Milton Academy September 1999 - August 2002
Vectron International Formerly Oak Frequency Control Group March 1998 - May 1999
Oak Industries, Inc. May 1996 - May 1999
Credit Suisse First Boston September 1992 - March 1995
Salomon Brothers July 1991 - August 1992
United States Marine Corps October 1983 - February 1989
Skills
Admissions, Community Outreach, Editing, Alumni Relations, Educational Leadership, Volunteer Management, Curriculum Development, Program Development, Microsoft Word, Analysis, Customer Service, Corporate Finance, Spanish, Public Relations, Data Analysis, Leadership Development, Nonprofits, Staff Development, Teaching, Curriculum Design
Education
Harvard Business School 1989 — 1991
MBA, Finance
Tufts University 1979 — 1983
BA, Classics, cum laude
St. Johns Country Day School July 2011 - Present
The Roxbury Latin School July 2007 - June 2011
The Roxbury Latin School August 2002 - June 2011
Milton Academy September 1999 - August 2002
Vectron International Formerly Oak Frequency Control Group March 1998 - May 1999
Oak Industries, Inc. May 1996 - May 1999
Credit Suisse First Boston September 1992 - March 1995
Salomon Brothers July 1991 - August 1992
United States Marine Corps October 1983 - February 1989
Skills
Admissions, Community Outreach, Editing, Alumni Relations, Educational Leadership, Volunteer Management, Curriculum Development, Program Development, Microsoft Word, Analysis, Customer Service, Corporate Finance, Spanish, Public Relations, Data Analysis, Leadership Development, Nonprofits, Staff Development, Teaching, Curriculum Design
Education
Harvard Business School 1989 — 1991
MBA, Finance
Tufts University 1979 — 1983
BA, Classics, cum laude
Asif Khan, CFA, CAIA, CQF Asif Khan, CFA, CAIA, CQF's Credit Suisse First Boston Experience February 2001 - May 2001
Job Expert Advisor, Model Risk at Platinion North America – A company of the Boston Consulting Group
Industry Banking
Experience
Platinion North America – A company of the Boston Consulting Group August 2014 - Present
Bank of America September 2013 - August 2014
Deutsche Bank June 2011 - December 2011
Royal Bank of Scotland June 2010 - March 2011
Arab Banking Corporation January 2008 - March 2010
Morgan Stanley September 2002 - May 2007
Lehman Brothers August 2001 - September 2002
Credit Suisse First Boston February 2001 - May 2001
Merrill Lynch June 2000 - January 2001
Goldman Sachs, New York, NY September 1996 - June 2000
Skills
Risk Management, Equity Research, Portfolio Management, Investment Banking, Financial Risk, Market Risk, Credit Risk, Equity Valuation, Trading, Financial Modeling, Quantitative Finance, ETFs, Mutual Funds, Alternative Investments, Hedge Funds, Private Equity, Equity Derivatives, FX Options, Fixed Income, Credit Derivatives, Structured Products, Commodity, Emerging Markets, Business Analysis, Change Management, Project Management
Education
Georgia Institute of Technology
MBA, Finance/Accounting
Georgia Institute of Technology
Master's degree, Business Administration and Management, General
Platinion North America – A company of the Boston Consulting Group August 2014 - Present
Bank of America September 2013 - August 2014
Deutsche Bank June 2011 - December 2011
Royal Bank of Scotland June 2010 - March 2011
Arab Banking Corporation January 2008 - March 2010
Morgan Stanley September 2002 - May 2007
Lehman Brothers August 2001 - September 2002
Credit Suisse First Boston February 2001 - May 2001
Merrill Lynch June 2000 - January 2001
Goldman Sachs, New York, NY September 1996 - June 2000
Skills
Risk Management, Equity Research, Portfolio Management, Investment Banking, Financial Risk, Market Risk, Credit Risk, Equity Valuation, Trading, Financial Modeling, Quantitative Finance, ETFs, Mutual Funds, Alternative Investments, Hedge Funds, Private Equity, Equity Derivatives, FX Options, Fixed Income, Credit Derivatives, Structured Products, Commodity, Emerging Markets, Business Analysis, Change Management, Project Management
Education
Georgia Institute of Technology
MBA, Finance/Accounting
Georgia Institute of Technology
Master's degree, Business Administration and Management, General
Christine Capezzuto Christine Capezzuto's Credit Suisse First Boston Experience 1987 - 1991
Job IS Information Security Engineer
Industry Information Technology and Services
Experience
Micron Technology November 2014 - Present
Micron Technology November 2014 - Present
Micron Technology November 2014 - Present
General Dynamics Information Technology February 2012 - November 2014
General Dynamics Information Technology September 2010 - February 2012
QinetiQ North America March 2009 - September 2010
At-Home Mother June 1992 - August 2006
Alexander & Alexander Consulting March 1991 - September 1992
Credit Suisse First Boston 1987 - 1991
Merrill Lynch 1984 - 1987
Skills
Vulnerability Assessment, Network Security, Information Assurance, Vulnerability Management, Information Security, Intrusion Detection, Computer Security, IPS, SIEM, RSA Security, NIST 800-53, Disaster Recovery, Business Continuity, DHS 4300A Handbook, FISMA, CompTIA Security+
Education
George Mason University 2006 — 2009
BS, Information Technology w/concentration in Network Security
Queensborough Community College 1988 — 1990
AS, Computer Programming and Information Systems
Micron Technology November 2014 - Present
Micron Technology November 2014 - Present
Micron Technology November 2014 - Present
General Dynamics Information Technology February 2012 - November 2014
General Dynamics Information Technology September 2010 - February 2012
QinetiQ North America March 2009 - September 2010
At-Home Mother June 1992 - August 2006
Alexander & Alexander Consulting March 1991 - September 1992
Credit Suisse First Boston 1987 - 1991
Merrill Lynch 1984 - 1987
Skills
Vulnerability Assessment, Network Security, Information Assurance, Vulnerability Management, Information Security, Intrusion Detection, Computer Security, IPS, SIEM, RSA Security, NIST 800-53, Disaster Recovery, Business Continuity, DHS 4300A Handbook, FISMA, CompTIA Security+
Education
George Mason University 2006 — 2009
BS, Information Technology w/concentration in Network Security
Queensborough Community College 1988 — 1990
AS, Computer Programming and Information Systems
Christine Hillman Christine Hillman's Credit Suisse First Boston Experience January 2000 - April 2000
Job Senior Analyst at NewYork Presbyterian
Industry Facilities Services
Experience
NewYork Presbyterian 2008 - Present
Gannett Fleming, Inc. March 2004 - 2007
Knight Securities 2000 - 2003
Credit Suisse First Boston January 2000 - April 2000
Syska Hennessy Group March 1997 - February 2000
Skills
Facilities Management, Program Management, Contract Management, Project Management, Strategic Planning, Budgets, Contract Negotiation, Team Building, Management, Analysis, Construction, Change Management, Microsoft Office, Vendor Management, Healthcare, Leadership, Healthcare Management, Operations Management, Process Improvement, Project Planning, Training, Data Analysis, Process Scheduler, Procurement, Business Analysis, Software Documentation, Policy, Access, Quality Assurance, Microsoft Excel, Administration, System Administration, Team Leadership, Visio, Management Consulting, Business Process..., Troubleshooting, Supervisory Skills, MS Project, Healthcare Information..., Project Coordination, SharePoint, PowerPoint, Databases, Proposal Writing, Purchasing, Outlook, Microsoft Project
Education
Fordham University
Bachelor of Science, Major - Management, Minor - Organizational Leadership
NewYork Presbyterian 2008 - Present
Gannett Fleming, Inc. March 2004 - 2007
Knight Securities 2000 - 2003
Credit Suisse First Boston January 2000 - April 2000
Syska Hennessy Group March 1997 - February 2000
Skills
Facilities Management, Program Management, Contract Management, Project Management, Strategic Planning, Budgets, Contract Negotiation, Team Building, Management, Analysis, Construction, Change Management, Microsoft Office, Vendor Management, Healthcare, Leadership, Healthcare Management, Operations Management, Process Improvement, Project Planning, Training, Data Analysis, Process Scheduler, Procurement, Business Analysis, Software Documentation, Policy, Access, Quality Assurance, Microsoft Excel, Administration, System Administration, Team Leadership, Visio, Management Consulting, Business Process..., Troubleshooting, Supervisory Skills, MS Project, Healthcare Information..., Project Coordination, SharePoint, PowerPoint, Databases, Proposal Writing, Purchasing, Outlook, Microsoft Project
Education
Fordham University
Bachelor of Science, Major - Management, Minor - Organizational Leadership
Allison Nelson's Credit Suisse First Boston Experience 1992 - 1993
Job
Industry Consumer Services
Experience
Techstars 2015 - Present
KoduCare (Kodu, Inc.) January 2015 - Present
Independent 2013 - Present
9Mile Labs 2014 - Present
Bookmarks Publishing 2001 - Present
The Local Vine LLC 2006 - 2012
Experience Music Project/ Science Fiction Museum/ Vulcan Inc. 2005 - 2006
QRS 1998 - 2001
Bain & Company 1995 - 1998
Credit Suisse First Boston 1992 - 1993
Education
Harvard Business School 1993 — 1995
MBA
Wellesley College 1986 — 1990
BA
Techstars 2015 - Present
KoduCare (Kodu, Inc.) January 2015 - Present
Independent 2013 - Present
9Mile Labs 2014 - Present
Bookmarks Publishing 2001 - Present
The Local Vine LLC 2006 - 2012
Experience Music Project/ Science Fiction Museum/ Vulcan Inc. 2005 - 2006
QRS 1998 - 2001
Bain & Company 1995 - 1998
Credit Suisse First Boston 1992 - 1993
Education
Harvard Business School 1993 — 1995
MBA
Wellesley College 1986 — 1990
BA
Marcelo Rocha DaSilva Marcelo Rocha DaSilva's Credit Suisse First Boston Experience September 1994 - February 1996
Job PreSales, Data Engineering, Consulting, Data Strategy
Industry Computer Software
Experience
Pivotal Software, Inc. February 2015 - August 2015
MongoDB January 2013 - February 2015
Netezza, an IBM Company April 2009 - January 2012
Teradata October 2004 - April 2009
Delta Air Lines November 1999 - October 2004
CCSC February 1998 - November 2000
Georgia Pacific March 1998 - November 1999
SIEMENS March 1996 - February 1998
Credit Suisse First Boston September 1994 - February 1996
Banco Itaú 1990 - 1993
Skills
Business Intelligence, Enterprise Software, Data Warehousing, Big Data, Data Modeling, Databases, Integration, Solution Architecture, Pre-sales, Teradata, MongoDB, Enterprise Architecture, Database Design, Cloud Computing, Software Development, Netezza, Hadoop, Data Warehouse..., Cassandra, Microsoft SQL Server, Professional Services, SaaS, Analytics, Oracle, Linux, Data Integration, Unix, ETL, Sales, OLAP, Performance Tuning, Database Administration, Sales Management, Shell Scripting, Data Quality, Systems Engineering, Predictive Analytics, Data Mining, Data Architecture, Amazon Web Services..., AWS Redshift, Actian Matrix, ParAccel
Education
Georgia State University 2000 — 2004
MBA
Universidade de São Paulo 1990 — 1994
Bachelor
Pivotal Software, Inc. February 2015 - August 2015
MongoDB January 2013 - February 2015
Netezza, an IBM Company April 2009 - January 2012
Teradata October 2004 - April 2009
Delta Air Lines November 1999 - October 2004
CCSC February 1998 - November 2000
Georgia Pacific March 1998 - November 1999
SIEMENS March 1996 - February 1998
Credit Suisse First Boston September 1994 - February 1996
Banco Itaú 1990 - 1993
Skills
Business Intelligence, Enterprise Software, Data Warehousing, Big Data, Data Modeling, Databases, Integration, Solution Architecture, Pre-sales, Teradata, MongoDB, Enterprise Architecture, Database Design, Cloud Computing, Software Development, Netezza, Hadoop, Data Warehouse..., Cassandra, Microsoft SQL Server, Professional Services, SaaS, Analytics, Oracle, Linux, Data Integration, Unix, ETL, Sales, OLAP, Performance Tuning, Database Administration, Sales Management, Shell Scripting, Data Quality, Systems Engineering, Predictive Analytics, Data Mining, Data Architecture, Amazon Web Services..., AWS Redshift, Actian Matrix, ParAccel
Education
Georgia State University 2000 — 2004
MBA
Universidade de São Paulo 1990 — 1994
Bachelor
Tim Opler Tim Opler's Credit Suisse First Boston Experience April 2001 - April 2006
Job Partner at Torreya Partners
Industry Biotechnology
Experience
Torreya Partners June 2007 - Present
FibroGen April 2006 - June 2007
Credit Suisse First Boston April 2001 - April 2006
WR Hambrecht + Co 1999 - 2001
Deutsche Bank 1995 - 1997
Ohio State University 1994 - 1997
Southern Methodist University 1991 - 1994
FineEcon 1989 - 1991
RAND Corporation 1986 - 1987
Skills
Mergers & Acquisitions, Strategy, Pharmaceutical Industry, Biotechnology, Life Sciences, Venture Capital, Due Diligence, Corporate Finance, Management, Finance
Education
Florida State University 1985 — 1990
BS, Economics, Philosophy
University of California, Los Angeles 1985 — 1990
Ph.D., Economics
Torreya Partners June 2007 - Present
FibroGen April 2006 - June 2007
Credit Suisse First Boston April 2001 - April 2006
WR Hambrecht + Co 1999 - 2001
Deutsche Bank 1995 - 1997
Ohio State University 1994 - 1997
Southern Methodist University 1991 - 1994
FineEcon 1989 - 1991
RAND Corporation 1986 - 1987
Skills
Mergers & Acquisitions, Strategy, Pharmaceutical Industry, Biotechnology, Life Sciences, Venture Capital, Due Diligence, Corporate Finance, Management, Finance
Education
Florida State University 1985 — 1990
BS, Economics, Philosophy
University of California, Los Angeles 1985 — 1990
Ph.D., Economics
Sujay Jaswa Sujay Jaswa's Credit Suisse First Boston Experience June 2000 - August 2000
Job Dropbox
Industry Internet
Experience
Golden Gate National Parks Conservancy March 2015 - Present
Stanford Graduate School of Business November 2014 - Present
Dropbox April 2014 - May 2015
Dropbox December 2010 - April 2014
New Enterprise Associates September 2008 - December 2010
CinemaNow (now Best Buy) April 2005 - April 2006
Cisco Systems May 2003 - April 2005
McKinsey & Co July 2001 - May 2003
Credit Suisse First Boston June 2000 - August 2000
Selectica 1999 - 1999
Skills
Mergers, Venture Capital, Investments, Start-ups, Business Strategy
Education
Harvard Business School 2006 — 2008
MBA
Princeton University 1997 — 2001
Bachelors, Economics
Bellarmine College Preparatory 1993 — 1997
High School
Golden Gate National Parks Conservancy March 2015 - Present
Stanford Graduate School of Business November 2014 - Present
Dropbox April 2014 - May 2015
Dropbox December 2010 - April 2014
New Enterprise Associates September 2008 - December 2010
CinemaNow (now Best Buy) April 2005 - April 2006
Cisco Systems May 2003 - April 2005
McKinsey & Co July 2001 - May 2003
Credit Suisse First Boston June 2000 - August 2000
Selectica 1999 - 1999
Skills
Mergers, Venture Capital, Investments, Start-ups, Business Strategy
Education
Harvard Business School 2006 — 2008
MBA
Princeton University 1997 — 2001
Bachelors, Economics
Bellarmine College Preparatory 1993 — 1997
High School
Joaquin J. Alemany, Esq., CPA's Credit Suisse First Boston Experience 1997 - 1997
Job Partner at Holland & Knight LLP
Industry Law Practice
Experience
Holland & Knight LLP 2003 - Present
BellSouth Corporation - Legal Department 2001 - 2001
Garcia & Garcia, P.A. 1997 - 2000
Credit Suisse First Boston 1997 - 1997
Skills
Commercial Litigation, Bankruptcy, Receiverships, Corporate Governance, Courts, Chapter 7, Creditors' Rights, Appeals, Dispute Resolution, Trial Practice, Class Actions, Trials, Legal Research, Chapter 11, Business Litigation, Civil Litigation, Debtors, Trade Secrets, Arbitration, Non-compete Agreements, Product Liability, Breach Of Contract, Torts, White Collar Criminal..., Cross-border..., Cross-Border Insolvency, Chapter 15, Securities Litigation, Litigation, Business Transactions, Construction Law, Appellate Practice, Mediation, Alternative Dispute...
Education
University of Miami School of Law 2000 — 2003
Juris Doctorate, Magna Cum Laude
Florida International University - College of Business Administration 1998 — 1999
Master of Taxation, Taxation
Florida International University - College of Business Administration 1993 — 1998
Bachelor of Accounting, Cum Laude, Accounting
Belen Jesuit Preparatory School 1987 — 1993
Holland & Knight LLP 2003 - Present
BellSouth Corporation - Legal Department 2001 - 2001
Garcia & Garcia, P.A. 1997 - 2000
Credit Suisse First Boston 1997 - 1997
Skills
Commercial Litigation, Bankruptcy, Receiverships, Corporate Governance, Courts, Chapter 7, Creditors' Rights, Appeals, Dispute Resolution, Trial Practice, Class Actions, Trials, Legal Research, Chapter 11, Business Litigation, Civil Litigation, Debtors, Trade Secrets, Arbitration, Non-compete Agreements, Product Liability, Breach Of Contract, Torts, White Collar Criminal..., Cross-border..., Cross-Border Insolvency, Chapter 15, Securities Litigation, Litigation, Business Transactions, Construction Law, Appellate Practice, Mediation, Alternative Dispute...
Education
University of Miami School of Law 2000 — 2003
Juris Doctorate, Magna Cum Laude
Florida International University - College of Business Administration 1998 — 1999
Master of Taxation, Taxation
Florida International University - College of Business Administration 1993 — 1998
Bachelor of Accounting, Cum Laude, Accounting
Belen Jesuit Preparatory School 1987 — 1993
Scott Seaton Scott Seaton's Credit Suisse First Boston Experience 1988 - 2002
Job Executive Vice President and Chief Operating Officer at Chicken Soup for the Soul Publishing
Industry Entertainment
Experience
Chicken Soup for the Soul Publishing 2012 - Present
Oppenheimer & Co. 2010 - 2012
Mediacom Communications 2009 - 2011
Bank of America 2002 - 2009
Credit Suisse First Boston 1988 - 2002
Skills
Securities, Mergers, Investment Banking, Financial Modeling, Capital Markets, Private Placements, Private Equity, LBO, Capital Raising, Mezzanine, Capital Structure, Hedge Funds, Equities, Leveraged Finance, Structured Finance
Education
Harvard Business School 1983 — 1985
MBA
Stanford University 1977 — 1981
BA
Chicken Soup for the Soul Publishing 2012 - Present
Oppenheimer & Co. 2010 - 2012
Mediacom Communications 2009 - 2011
Bank of America 2002 - 2009
Credit Suisse First Boston 1988 - 2002
Skills
Securities, Mergers, Investment Banking, Financial Modeling, Capital Markets, Private Placements, Private Equity, LBO, Capital Raising, Mezzanine, Capital Structure, Hedge Funds, Equities, Leveraged Finance, Structured Finance
Education
Harvard Business School 1983 — 1985
MBA
Stanford University 1977 — 1981
BA
Pen Pendleton Pen Pendleton's Credit Suisse First Boston Experience 1997 - 2007
Job Founding Partner at Cattell, Locke, Pendleton & Partners
Industry Financial Services
Experience
CLP & Partners May 2014 - Present
Gard Avenue Communications September 2013 - May 2014
Morgan Stanley January 2011 - December 2012
The Abernathy MacGregor Group July 2007 - February 2010
Credit Suisse First Boston 1997 - 2007
The Bond Market Association January 1994 - July 1997
Citigate Dewe Rogerson July 1992 - January 1994
Brouillard Communications 1981 - 1992
Skills
Media Relations, Corporate Communications, Crisis Communications, Investor Relations, Strategic Communications, Investment Banking, Public Relations, Speech Writing, Hedge Funds, Press Releases, Marketing Strategy, Internal Communications, Private Equity, Communication Training, Strategy, Crisis Management, Reputation Management, Thought Leadership, Marketing Communications, Publishing, Social Media, Blogging, Public Affairs, Financial Markets, Content Management, Spokesperson
Education
Hampshire College 1975 — 1980
BA, Political Science/ Communications
Salisbury School 1973 — 1975
CLP & Partners May 2014 - Present
Gard Avenue Communications September 2013 - May 2014
Morgan Stanley January 2011 - December 2012
The Abernathy MacGregor Group July 2007 - February 2010
Credit Suisse First Boston 1997 - 2007
The Bond Market Association January 1994 - July 1997
Citigate Dewe Rogerson July 1992 - January 1994
Brouillard Communications 1981 - 1992
Skills
Media Relations, Corporate Communications, Crisis Communications, Investor Relations, Strategic Communications, Investment Banking, Public Relations, Speech Writing, Hedge Funds, Press Releases, Marketing Strategy, Internal Communications, Private Equity, Communication Training, Strategy, Crisis Management, Reputation Management, Thought Leadership, Marketing Communications, Publishing, Social Media, Blogging, Public Affairs, Financial Markets, Content Management, Spokesperson
Education
Hampshire College 1975 — 1980
BA, Political Science/ Communications
Salisbury School 1973 — 1975
Robert Bertagna Robert Bertagna's Credit Suisse First Boston Experience 1994 - 2000
Job Global Head of Industrials Group at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital March 2010 - Present
Barclays Capital October 2008 - December 2009
Lehman Brothers 2005 - 2008
Lehman Brothers 2003 - 2005
Lehman Brothers 2000 - 2003
Credit Suisse First Boston 1994 - 2000
Goldman, Sachs & Co. 1989 - 1994
Skills
Investment Banking, Capital Markets, Equities, Valuation, Corporate Finance, High Yield, Private Equity, Fixed Income, Financial Modeling, Financial Structuring, Mergers, LBO, Derivatives, Emerging Markets, Due Diligence, M&A experience, Capital Structure, Mergers & Acquisitions
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Union College 1981 — 1985
Bachelor of Arts (B.A.), Economics
Maloney HS 1977 — 1981
Macquarie Capital March 2010 - Present
Barclays Capital October 2008 - December 2009
Lehman Brothers 2005 - 2008
Lehman Brothers 2003 - 2005
Lehman Brothers 2000 - 2003
Credit Suisse First Boston 1994 - 2000
Goldman, Sachs & Co. 1989 - 1994
Skills
Investment Banking, Capital Markets, Equities, Valuation, Corporate Finance, High Yield, Private Equity, Fixed Income, Financial Modeling, Financial Structuring, Mergers, LBO, Derivatives, Emerging Markets, Due Diligence, M&A experience, Capital Structure, Mergers & Acquisitions
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Union College 1981 — 1985
Bachelor of Arts (B.A.), Economics
Maloney HS 1977 — 1981
George J. Rohlinger George J. Rohlinger's Credit Suisse First Boston Experience August 1993 - October 2000
Job Executive Vice President, Corporate Development at Apogee Physicians
Industry Medical Devices
Experience
Apogee Physicians May 2014 - Present
Redyns Medical 2006 - Present
OptimisCorp April 2009 - June 2013
Lehman Brothers October 2000 - December 2006
Credit Suisse First Boston August 1993 - October 2000
Education
Harvard Business School 1991 — 1993
MBA
University of California, Los Angeles 1984 — 1989
BS, Math, Economics
Apogee Physicians May 2014 - Present
Redyns Medical 2006 - Present
OptimisCorp April 2009 - June 2013
Lehman Brothers October 2000 - December 2006
Credit Suisse First Boston August 1993 - October 2000
Education
Harvard Business School 1991 — 1993
MBA
University of California, Los Angeles 1984 — 1989
BS, Math, Economics
Jennifer Spinner Jennifer Spinner's Credit Suisse First Boston Experience April 2005 - September 2005
Job Senior Financial Analyst at Johns Hopkins University School of Medicine
Industry Accounting
Experience
Johns Hopkins University- School of Medicine October 2014 - Present
The Beach Company October 2008 - September 2014
Ryland Homes September 2007 - August 2008
McGinn Smith & Company, Inc October 2005 - March 2007
Credit Suisse First Boston April 2005 - September 2005
Fortress Investment Group August 2004 - April 2005
Prima Capital Advisors May 2004 - July 2004
Midland Loan Services November 2002 - May 2004
Columbia Management Group May 2000 - July 2002
Advance Labor Theory January 1999 - January 2000
Skills
Accounting, General Ledger, Financial Reporting, Account Reconciliation, Financial Statements, Finance, Budgets, Accounts Payable, Accounts Receivable, Valuation, Auditing, Cash Flow, Asset Management, Analysis, Payroll, Journal Entries, Cost Accounting, Real Estate, Accruals, Financial Analysis, Bank Reconciliation
Education
Florida State University 2010 — 2012
MBA, Finance
Stony Brook University
B.A, Economics/Political Science (Double Major)
Johns Hopkins University- School of Medicine October 2014 - Present
The Beach Company October 2008 - September 2014
Ryland Homes September 2007 - August 2008
McGinn Smith & Company, Inc October 2005 - March 2007
Credit Suisse First Boston April 2005 - September 2005
Fortress Investment Group August 2004 - April 2005
Prima Capital Advisors May 2004 - July 2004
Midland Loan Services November 2002 - May 2004
Columbia Management Group May 2000 - July 2002
Advance Labor Theory January 1999 - January 2000
Skills
Accounting, General Ledger, Financial Reporting, Account Reconciliation, Financial Statements, Finance, Budgets, Accounts Payable, Accounts Receivable, Valuation, Auditing, Cash Flow, Asset Management, Analysis, Payroll, Journal Entries, Cost Accounting, Real Estate, Accruals, Financial Analysis, Bank Reconciliation
Education
Florida State University 2010 — 2012
MBA, Finance
Stony Brook University
B.A, Economics/Political Science (Double Major)
Erika Drummond's Credit Suisse First Boston Experience September 2005 - December 2005
Job Underwriting Specialist, A&H at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance April 2013 - Present
QBE North America January 2012 - April 2013
Chartis October 2010 - January 2012
Chartis March 2010 - October 2010
Chartis July 2008 - March 2010
Chartis October 2007 - July 2008
Credit Suisse First Boston September 2005 - December 2005
Skills
Underwriting, Accident and Health..., Insurance, Accident, Health Insurance, Portfolio Management, Reinsurance, Claim, Risk Management, Brokers
Education
Hamilton College 2003 — 2007
BA, Economics and Spanish
Wilton High School
Liberty Mutual Insurance April 2013 - Present
QBE North America January 2012 - April 2013
Chartis October 2010 - January 2012
Chartis March 2010 - October 2010
Chartis July 2008 - March 2010
Chartis October 2007 - July 2008
Credit Suisse First Boston September 2005 - December 2005
Skills
Underwriting, Accident and Health..., Insurance, Accident, Health Insurance, Portfolio Management, Reinsurance, Claim, Risk Management, Brokers
Education
Hamilton College 2003 — 2007
BA, Economics and Spanish
Wilton High School
Laura Martin's Credit Suisse First Boston Experience 1994 - 2001
Job CEO of Capital Knowledge
Industry Financial Services
Experience
Capital Knowledge January 2002 - Present
Needham & Company 2009 - 2014
Soleil Securities 2002 - 2009
Vivendi Universal 2001 - 2002
Credit Suisse First Boston 1994 - 2001
Drexel Burnham Lambert 1983 - 1990
Education
Harvard Business School 1981 — 1983
MBA, Finance
Stanford University
Capital Knowledge January 2002 - Present
Needham & Company 2009 - 2014
Soleil Securities 2002 - 2009
Vivendi Universal 2001 - 2002
Credit Suisse First Boston 1994 - 2001
Drexel Burnham Lambert 1983 - 1990
Education
Harvard Business School 1981 — 1983
MBA, Finance
Stanford University
Chris Rivelli Chris Rivelli's Credit Suisse First Boston Experience May 2009 - August 2009
Job FX & CrossAsset Portfolio Analyst
Industry Capital Markets
Experience
Brevan Howard August 2015 - Present
Deutsche Bank June 2013 - July 2015
Credit Suisse June 2010 - May 2013
Credit Suisse First Boston May 2009 - August 2009
Milestone Advisors August 2008 - May 2009
Skills
Derivatives, Bloomberg, FX Options, Investment Banking, Fixed Income, Structured Products, Options, Financial Modeling, Trading, Interest Rate..., FX trading
Education
Georgetown University 2006 — 2010
BSBA, Financial Engineering
Holy Ghost Preparatory School 2002 — 2006
Brevan Howard August 2015 - Present
Deutsche Bank June 2013 - July 2015
Credit Suisse June 2010 - May 2013
Credit Suisse First Boston May 2009 - August 2009
Milestone Advisors August 2008 - May 2009
Skills
Derivatives, Bloomberg, FX Options, Investment Banking, Fixed Income, Structured Products, Options, Financial Modeling, Trading, Interest Rate..., FX trading
Education
Georgetown University 2006 — 2010
BSBA, Financial Engineering
Holy Ghost Preparatory School 2002 — 2006
Nirav Balani Nirav Balani's Credit Suisse First Boston Experience March 2010 - Present
Job Openlink Endur AVS Professional at Credit Suisse Synechron
Industry Information Technology and Services
Experience
Credit Suisse First Boston March 2010 - Present
Synechron November 2009 - Present
Syntel January 2006 - October 2009
Chrysler Financial 2006 - 2009
HiddenBrains Infotech Pvt. Ltd. March 2004 - December 2005
Applications Software Group July 2003 - December 2003
Skills
Commodity, Openlink, Endur, Java, AVS Scripting, Software Development, Derivatives, ETRM, Hibernate, SQL, WebSphere MQ, MDBs, Message Queue, JDBC, JMS, Functional..., Commodity Markets, Risk Management Tools, Energy Trading..., ITIL Certified, Core Java, Unix Shell Scripting, AJAX, Java Enterprise Edition, Web Services, Struts, JSP, XML, Oil/Gas, Risk Reports, Requirements Analysis, Full SDLC, Position Reports, Project Team Management, SDLC, Ant, JBoss Application Server, PL/SQL
Education
Gujarat University 2000 — 2004
M. Sc., Information Technology & Computer Application
Credit Suisse First Boston March 2010 - Present
Synechron November 2009 - Present
Syntel January 2006 - October 2009
Chrysler Financial 2006 - 2009
HiddenBrains Infotech Pvt. Ltd. March 2004 - December 2005
Applications Software Group July 2003 - December 2003
Skills
Commodity, Openlink, Endur, Java, AVS Scripting, Software Development, Derivatives, ETRM, Hibernate, SQL, WebSphere MQ, MDBs, Message Queue, JDBC, JMS, Functional..., Commodity Markets, Risk Management Tools, Energy Trading..., ITIL Certified, Core Java, Unix Shell Scripting, AJAX, Java Enterprise Edition, Web Services, Struts, JSP, XML, Oil/Gas, Risk Reports, Requirements Analysis, Full SDLC, Position Reports, Project Team Management, SDLC, Ant, JBoss Application Server, PL/SQL
Education
Gujarat University 2000 — 2004
M. Sc., Information Technology & Computer Application
Richard Feuring Richard Feuring's Credit Suisse First Boston Experience November 1997 - June 2003
Job Associate Director Finance at Deloitte
Industry Financial Services
Experience
Deloitte Touche Tohmatsu November 2003 - Present
Deloitte October 2003 - Present
Credit Suisse First Boston November 1997 - June 2003
The Ritz-Carlton Hotel Company, L.L.C. August 1991 - August 1997
Skills
Business Analysis, Management Consulting, Strategic Planning, Strategy, Leadership, Financial Analysis, Auditing, Internal Audit, Financial Reporting, Tax, Budgets, Business Process..., Change Management, Corporate Finance, Creative Problem Solving, Banking, Process Improvement, Accounting, Financial Modeling, Internal Controls
Education
Fordham University - Graduate School of Business Administration 1999 — 2003
Master of Business Administration (MBA), Finance, General
Washington and Lee University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Deloitte Touche Tohmatsu November 2003 - Present
Deloitte October 2003 - Present
Credit Suisse First Boston November 1997 - June 2003
The Ritz-Carlton Hotel Company, L.L.C. August 1991 - August 1997
Skills
Business Analysis, Management Consulting, Strategic Planning, Strategy, Leadership, Financial Analysis, Auditing, Internal Audit, Financial Reporting, Tax, Budgets, Business Process..., Change Management, Corporate Finance, Creative Problem Solving, Banking, Process Improvement, Accounting, Financial Modeling, Internal Controls
Education
Fordham University - Graduate School of Business Administration 1999 — 2003
Master of Business Administration (MBA), Finance, General
Washington and Lee University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ellie Hirschhorn's Credit Suisse First Boston Experience 1985 - 1987
Job Chief Digital Officer | Chief Operating Officer | General Manager | Digital | Media | Internet
Industry Internet
Experience
Progress Partners 2015 - 2015
The Riverside Company 2015 - 2015
Simon & Schuster (a CBS company) 2008 - 2014
CBS College Sports 2005 - 2008
MediaNet Digital (formerly MusicNet, Inc.) 2002 - 2005
MTV Networks / Viacom 1993 - 2001
Time Inc. 1992 - 1993
Weiss, Peck & Greer 1988 - 1989
Citibank 1987 - 1989
Credit Suisse First Boston 1985 - 1987
Skills
Digital Media, Start-ups, Digital Strategy, Strategy, Mobile Devices, Entertainment, Marketing, Product Development, New Media, B2B, Publishing, Content Development, Business Strategy, Digital Marketing, Entrepreneurship, Management, Business Development, Strategic Partnerships, Online Advertising, Content Strategy, Integrated Marketing, Online Marketing, Social Media, Content Management, Leadership, Online Publishing, Advertising, Blogging, Creative Direction, Copywriting
Education
Harvard Business School
MBA
Phillips Academy
Yale University
BA
Progress Partners 2015 - 2015
The Riverside Company 2015 - 2015
Simon & Schuster (a CBS company) 2008 - 2014
CBS College Sports 2005 - 2008
MediaNet Digital (formerly MusicNet, Inc.) 2002 - 2005
MTV Networks / Viacom 1993 - 2001
Time Inc. 1992 - 1993
Weiss, Peck & Greer 1988 - 1989
Citibank 1987 - 1989
Credit Suisse First Boston 1985 - 1987
Skills
Digital Media, Start-ups, Digital Strategy, Strategy, Mobile Devices, Entertainment, Marketing, Product Development, New Media, B2B, Publishing, Content Development, Business Strategy, Digital Marketing, Entrepreneurship, Management, Business Development, Strategic Partnerships, Online Advertising, Content Strategy, Integrated Marketing, Online Marketing, Social Media, Content Management, Leadership, Online Publishing, Advertising, Blogging, Creative Direction, Copywriting
Education
Harvard Business School
MBA
Phillips Academy
Yale University
BA
Eileen Begg's Credit Suisse First Boston Experience 1989 - 1996
Job Vice President Marketing at Credit Suisse
Industry Marketing and Advertising
Experience
Credit Suisse November 2009 - Present
Allen & Company 2008 - 2009
Memorial Sloan-Kettering Cancer Center 2004 - 2007
Showtime Networks Inc. 2000 - 2003
New York Road Runners 1999 - 2000
Professional Sports Publications 1998 - 1999
New Jersey Devils Hockey Club 1996 - 1998
Credit Suisse First Boston 1989 - 1996
Execution Services Inc. (Formerly a subsidiary of Morgan Stanley) 1988 - 1989
Skills
Marketing Strategy, Marketing, Online Advertising, Corporate Communications, Management, Internal Communications, Social Media Marketing, Budgets, Sponsorship, Television, Leadership, Digital Marketing, Product Marketing, Sales, Strategy, Integrated Marketing, Social Media, Marketing Communications, Advertising, Strategic Partnerships, Direct Marketing, Email Marketing, Digital Media, Brand Management
Education
Fordham Gabelli School of Business 1992 — 1996
MBA, Marketing
Providence College 1983 — 1987
BA
Université de Fribourg/Universität Freiburg
Credit Suisse November 2009 - Present
Allen & Company 2008 - 2009
Memorial Sloan-Kettering Cancer Center 2004 - 2007
Showtime Networks Inc. 2000 - 2003
New York Road Runners 1999 - 2000
Professional Sports Publications 1998 - 1999
New Jersey Devils Hockey Club 1996 - 1998
Credit Suisse First Boston 1989 - 1996
Execution Services Inc. (Formerly a subsidiary of Morgan Stanley) 1988 - 1989
Skills
Marketing Strategy, Marketing, Online Advertising, Corporate Communications, Management, Internal Communications, Social Media Marketing, Budgets, Sponsorship, Television, Leadership, Digital Marketing, Product Marketing, Sales, Strategy, Integrated Marketing, Social Media, Marketing Communications, Advertising, Strategic Partnerships, Direct Marketing, Email Marketing, Digital Media, Brand Management
Education
Fordham Gabelli School of Business 1992 — 1996
MBA, Marketing
Providence College 1983 — 1987
BA
Université de Fribourg/Universität Freiburg
Andy Hopkins's Credit Suisse First Boston Experience 1994 - 1997
Job Senior Vice President, Corporate Strategy & Business Development, The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company April 2006 - Present
Expedia December 2003 - April 2006
InterActiveCorp May 2002 - December 2003
Artisan Entertainment 1997 - 2002
Universal Studios 1997 - 1997
Credit Suisse First Boston 1994 - 1997
Skills
Corporate Development, Mergers, Strategic Partnerships, Strategic Planning, Start-ups, Mergers & Acquisitions, Venture Capital, Business Strategy, Financial Modeling, Strategy, Analytics, Digital Media, Product Management, Business Development, Competitive Analysis
Education
Harvard Business School 2000 — 2001
MBA
Wesleyan University 1990 — 1994
BA
Albany Academy 1977 — 1990
High School
The Walt Disney Company April 2006 - Present
Expedia December 2003 - April 2006
InterActiveCorp May 2002 - December 2003
Artisan Entertainment 1997 - 2002
Universal Studios 1997 - 1997
Credit Suisse First Boston 1994 - 1997
Skills
Corporate Development, Mergers, Strategic Partnerships, Strategic Planning, Start-ups, Mergers & Acquisitions, Venture Capital, Business Strategy, Financial Modeling, Strategy, Analytics, Digital Media, Product Management, Business Development, Competitive Analysis
Education
Harvard Business School 2000 — 2001
MBA
Wesleyan University 1990 — 1994
BA
Albany Academy 1977 — 1990
High School
James Hoffman's Credit Suisse First Boston Experience 1989 - 1999
Job Managing Director at Stockwell Capital
Industry Venture Capital & Private Equity
Experience
Stockwell Capital 2015 - Present
Magna Capital 2010 - 2015
Pritzker Group 2005 - 2010
Robert W. Baird & Co. 1999 - 2005
Credit Suisse First Boston 1989 - 1999
Education
Harvard Business School 1991 — 1993
MBA, Finance/General Management
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Finance/Accounting
Stockwell Capital 2015 - Present
Magna Capital 2010 - 2015
Pritzker Group 2005 - 2010
Robert W. Baird & Co. 1999 - 2005
Credit Suisse First Boston 1989 - 1999
Education
Harvard Business School 1991 — 1993
MBA, Finance/General Management
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Finance/Accounting
Vivian Garcia-Tunon's Credit Suisse First Boston Experience May 2004 - November 2005
Job Executive Coach | Human Resources Consultant | Motivation Speaker | Workshop Leader
Industry Professional Training & Coaching
Experience
VGT Consulting Group March 2015 - Present
Capital One February 2014 - March 2015
Capital One March 2012 - February 2014
Capital One September 2008 - March 2012
American Capital Strategies November 2005 - September 2008
Credit Suisse First Boston May 2004 - November 2005
The National Foundation for Teaching Entrepreneurship January 2002 - May 2004
Skills
Executive Coaching, Human Resources, Strategy, HR Consulting, Talent Acquisition, Leadership Development, Leadership, Recruiting, Management, CRM, Start-ups, College Recruiting, Talent Management, Onboarding, Employee Relations, Financial Services, Team Building, Succession Planning, Negotiation, Organizational..., Executive Search, Employee Engagement, Interviews, Organizational..., Employee Training, Cold Calling, Career Development, Organizational Design, Workforce Planning, HRIS, Temporary Placement, Screening Resumes, Employee Benefits, Training, Motivational Speaking, Cross-functional..., Talent Developer, Business Coaching, Presentation Coaching, Interim Management, Integration, Workshop Facilitation, Workshop Leadership, Team Workshops, Applicant Tracking...
Education
Fordham University
B.S., Business Administration
Georgetown Visitation
VGT Consulting Group March 2015 - Present
Capital One February 2014 - March 2015
Capital One March 2012 - February 2014
Capital One September 2008 - March 2012
American Capital Strategies November 2005 - September 2008
Credit Suisse First Boston May 2004 - November 2005
The National Foundation for Teaching Entrepreneurship January 2002 - May 2004
Skills
Executive Coaching, Human Resources, Strategy, HR Consulting, Talent Acquisition, Leadership Development, Leadership, Recruiting, Management, CRM, Start-ups, College Recruiting, Talent Management, Onboarding, Employee Relations, Financial Services, Team Building, Succession Planning, Negotiation, Organizational..., Executive Search, Employee Engagement, Interviews, Organizational..., Employee Training, Cold Calling, Career Development, Organizational Design, Workforce Planning, HRIS, Temporary Placement, Screening Resumes, Employee Benefits, Training, Motivational Speaking, Cross-functional..., Talent Developer, Business Coaching, Presentation Coaching, Interim Management, Integration, Workshop Facilitation, Workshop Leadership, Team Workshops, Applicant Tracking...
Education
Fordham University
B.S., Business Administration
Georgetown Visitation
Tannaz Chapman's Credit Suisse First Boston Experience July 2002 - July 2004
Job
Industry Venture Capital & Private Equity
Experience
Enova International 2013 - Present
GTCR 2008 - 2013
Madison Dearborn Partners August 2004 - August 2006
Credit Suisse First Boston July 2002 - July 2004
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Corporate Development, Venture Capital, Capital Markets, Due Diligence, Mergers & Acquisitions, Investments, Financial Analysis, Strategy, LBO, Equities, Alternative Investments
Education
Harvard Business School 2006 — 2008
MBA
University of Michigan 1998 — 2002
BBA, Finance
Enova International 2013 - Present
GTCR 2008 - 2013
Madison Dearborn Partners August 2004 - August 2006
Credit Suisse First Boston July 2002 - July 2004
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Corporate Development, Venture Capital, Capital Markets, Due Diligence, Mergers & Acquisitions, Investments, Financial Analysis, Strategy, LBO, Equities, Alternative Investments
Education
Harvard Business School 2006 — 2008
MBA
University of Michigan 1998 — 2002
BBA, Finance
Erica Motley's Credit Suisse First Boston Experience 1987 - 1989
Job Acquisitions Consultant, Sonar and K5
Industry Entertainment
Experience
K5 International and Sonar Entertainment January 2007 - Present
UIP 2004 - 2006
Shine Group 2001 - 2004
IFILM 2000 - 2001
Bertelsmann 1997 - 2000
FOX 1995 - 1997
Home Box Office 1992 - 1995
CREDIT SUISSE FIRST BOSTON 1987 - 1989
Skills
Film, Film Finance, Television, Negotiation, Contract Negotiation, Documentaries, Strategy, Broadcast, Producing, Start-ups, New Media, Licensing, Entertainment, Competitive Analysis, Mergers & Acquisitions, Video, Media Production, Feature Films, Digital Media, Digital Distribution, Integrated Marketing, VOD, Film Production, Independent Film, Comedy, Screenwriting, Content Strategy
Education
Harvard Business School 1990 — 1992
Master of Business Administration (M.B.A.), International Business
Howard University
Bachelor of Economics, Finance, General
K5 International and Sonar Entertainment January 2007 - Present
UIP 2004 - 2006
Shine Group 2001 - 2004
IFILM 2000 - 2001
Bertelsmann 1997 - 2000
FOX 1995 - 1997
Home Box Office 1992 - 1995
CREDIT SUISSE FIRST BOSTON 1987 - 1989
Skills
Film, Film Finance, Television, Negotiation, Contract Negotiation, Documentaries, Strategy, Broadcast, Producing, Start-ups, New Media, Licensing, Entertainment, Competitive Analysis, Mergers & Acquisitions, Video, Media Production, Feature Films, Digital Media, Digital Distribution, Integrated Marketing, VOD, Film Production, Independent Film, Comedy, Screenwriting, Content Strategy
Education
Harvard Business School 1990 — 1992
Master of Business Administration (M.B.A.), International Business
Howard University
Bachelor of Economics, Finance, General
Shane Bills's Credit Suisse First Boston Experience 2003 - Present
Job Student at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Credit Suisse First Boston 2003 - Present
Education
Harvard Business School 2006 — 2008
Credit Suisse First Boston 2003 - Present
Education
Harvard Business School 2006 — 2008
Tim Bliss's Credit Suisse First Boston Experience 2003 - 2003
Job Hedge Fund Analyst
Industry Investment Management
Experience
JANA Partners LLC July 2011 - Present
Highfields Capital June 2010 - August 2010
New Mountain Capital February 2007 - June 2009
Bain & Company September 2004 - January 2007
Credit Suisse First Boston 2003 - 2003
Education
Harvard Business School 2009 — 2011
MBA, Business
Yale University 2000 — 2004
BA, History, Economics
JANA Partners LLC July 2011 - Present
Highfields Capital June 2010 - August 2010
New Mountain Capital February 2007 - June 2009
Bain & Company September 2004 - January 2007
Credit Suisse First Boston 2003 - 2003
Education
Harvard Business School 2009 — 2011
MBA, Business
Yale University 2000 — 2004
BA, History, Economics
Keisha (Rice) Wiggan's Credit Suisse First Boston Experience July 2000 - August 2002
Job Financial Officer at Global Witness
Industry Accounting
Experience
Global Witness January 2011 - Present
Washington Gas June 2005 - December 2009
Washington Gas 2005 - 2006
The World Bank Group January 2003 - June 2005
Credit Suisse First Boston July 2000 - August 2002
Viacom May 1997 - June 2000
KPMG Peat Marwick LLP September 1994 - May 1997
Skills
Sarbanes-Oxley Act
Education
Hampton University 1990 — 1994
B.S.
Port Richmond High School 1990 — 1994
Global Witness January 2011 - Present
Washington Gas June 2005 - December 2009
Washington Gas 2005 - 2006
The World Bank Group January 2003 - June 2005
Credit Suisse First Boston July 2000 - August 2002
Viacom May 1997 - June 2000
KPMG Peat Marwick LLP September 1994 - May 1997
Skills
Sarbanes-Oxley Act
Education
Hampton University 1990 — 1994
B.S.
Port Richmond High School 1990 — 1994
Eunice Park Choi's Credit Suisse First Boston Experience July 1998 - June 2000
Job Associate at Wilson Sonsini Goodrich & Rosati
Industry Law Practice
Experience
Wilson Sonsini Goodrich & Rosati July 2014 - Present
Freitas Tseng & Kaufman LLP August 2013 - April 2014
Wikets, Inc. August 2011 - November 2013
Baker Botts LLP September 2003 - July 2008
Credit Suisse First Boston July 1998 - June 2000
Skills
Corporate Law, Legal Research, Corporate Governance, Mergers, Venture Capital, Private Equity, Securities Regulation, Securities, Due Diligence, Social Media, Start-ups, Editing, Contract Negotiation, Strategic Planning, Mergers & Acquisitions, Legal Writing, Financial Modeling, Valuation
Education
Georgetown University Law Center 2000 — 2003
J.D., Law
Yale University 1994 — 1998
B.A., History
Wilson Sonsini Goodrich & Rosati July 2014 - Present
Freitas Tseng & Kaufman LLP August 2013 - April 2014
Wikets, Inc. August 2011 - November 2013
Baker Botts LLP September 2003 - July 2008
Credit Suisse First Boston July 1998 - June 2000
Skills
Corporate Law, Legal Research, Corporate Governance, Mergers, Venture Capital, Private Equity, Securities Regulation, Securities, Due Diligence, Social Media, Start-ups, Editing, Contract Negotiation, Strategic Planning, Mergers & Acquisitions, Legal Writing, Financial Modeling, Valuation
Education
Georgetown University Law Center 2000 — 2003
J.D., Law
Yale University 1994 — 1998
B.A., History
Stephen Perry's Credit Suisse First Boston Experience June 1991 - September 1991
Job Managing Director, Janes Capital Partners
Industry Investment Banking
Experience
Janes Capital Partners June 1997 - Present
California Manufacturing Enterprises June 1994 - May 1997
Kayne Anderson (dba KA Industries) September 1991 - March 1994
Credit Suisse First Boston June 1991 - September 1991
Irving Trust Company September 1985 - June 1989
Skills
Mergers, Investment Banking, Corporate Finance, Aerospace, Defense, Cross-border M&A, Business Strategy, Corporate Development, Private Equity, Management Consulting, Valuation, Strategy, Negotiation, Mergers & Acquisitions, Portfolio Management, M&A experience, Leadership, Joint Ventures, Restructuring, Finance, LBO, Divestitures, Capital Markets, Capital, Due Diligence, Investments, Venture Capital, Financial Modeling, Executive Management, Equities, Private Placements, Recapitalizations, Business Valuation, Acquisitions, Mezzanine, Growth Capital, Leveraged Finance, Deal Sourcing, Buyouts, Financial Structuring, Acquisition Integration, Capital Raising, IPO, High Yield, Middle Market
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
Georgetown University 1981 — 1985
BS, Finance & Accounting
Janes Capital Partners June 1997 - Present
California Manufacturing Enterprises June 1994 - May 1997
Kayne Anderson (dba KA Industries) September 1991 - March 1994
Credit Suisse First Boston June 1991 - September 1991
Irving Trust Company September 1985 - June 1989
Skills
Mergers, Investment Banking, Corporate Finance, Aerospace, Defense, Cross-border M&A, Business Strategy, Corporate Development, Private Equity, Management Consulting, Valuation, Strategy, Negotiation, Mergers & Acquisitions, Portfolio Management, M&A experience, Leadership, Joint Ventures, Restructuring, Finance, LBO, Divestitures, Capital Markets, Capital, Due Diligence, Investments, Venture Capital, Financial Modeling, Executive Management, Equities, Private Placements, Recapitalizations, Business Valuation, Acquisitions, Mezzanine, Growth Capital, Leveraged Finance, Deal Sourcing, Buyouts, Financial Structuring, Acquisition Integration, Capital Raising, IPO, High Yield, Middle Market
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
Georgetown University 1981 — 1985
BS, Finance & Accounting
R. Craig Collister's Credit Suisse First Boston Experience 1998 - 2000
Job Senior Partner at RoundTable Healthcare Partners
Industry Venture Capital & Private Equity
Experience
RoundTable Healthcare Partners June 2002 - Present
Bernie's Book Bank September 2013 - Present
Becket-Chimney Corners YMCA August 2011 - Present
Illinois Venture Capital Association January 2011 - Present
Credit Suisse First Boston 1998 - 2000
Credit Suisse First Boston 1996 - 1998
Education
Harvard Business School 2000 — 2002
MBA
University of Michigan 1992 — 1996
BA, Political Science & Economics
Bronxville High School 1988 — 1992
RoundTable Healthcare Partners June 2002 - Present
Bernie's Book Bank September 2013 - Present
Becket-Chimney Corners YMCA August 2011 - Present
Illinois Venture Capital Association January 2011 - Present
Credit Suisse First Boston 1998 - 2000
Credit Suisse First Boston 1996 - 1998
Education
Harvard Business School 2000 — 2002
MBA
University of Michigan 1992 — 1996
BA, Political Science & Economics
Bronxville High School 1988 — 1992
Dionne Hosten's Credit Suisse First Boston Experience 2002 - 2004
Job Vice President, Global Talent Management at Ralph Lauren
Industry Luxury Goods & Jewelry
Experience
Ralph Lauren 2014 - Present
ghSMART 2012 - 2014
Spencer Stuart November 2004 - 2012
Credit Suisse First Boston 2002 - 2004
POV Magazine 1999 - 2000
American Express 1996 - 1999
McKinsey & Company 1993 - 1996
Skills
Corporate Development, Private Equity, Management Consulting, Strategy, Venture Capital, Emerging Markets, Mergers, Business Strategy, Due Diligence, Management, Financial Modeling, Business Development, Start-ups, Mergers & Acquisitions
Education
Harvard Business School 2000 — 2002
Master of Business Administration (M.B.A.)
University of Pennsylvania 1989 — 1993
Bachelor of Science (B.Sc.), Economics
University of Pennsylvania 1989 — 1993
Bachelor of Science - Engineering, Materials Science & Engineering
Ralph Lauren 2014 - Present
ghSMART 2012 - 2014
Spencer Stuart November 2004 - 2012
Credit Suisse First Boston 2002 - 2004
POV Magazine 1999 - 2000
American Express 1996 - 1999
McKinsey & Company 1993 - 1996
Skills
Corporate Development, Private Equity, Management Consulting, Strategy, Venture Capital, Emerging Markets, Mergers, Business Strategy, Due Diligence, Management, Financial Modeling, Business Development, Start-ups, Mergers & Acquisitions
Education
Harvard Business School 2000 — 2002
Master of Business Administration (M.B.A.)
University of Pennsylvania 1989 — 1993
Bachelor of Science (B.Sc.), Economics
University of Pennsylvania 1989 — 1993
Bachelor of Science - Engineering, Materials Science & Engineering
Tracey Jasey's Credit Suisse First Boston Experience June 2000 - June 2002
Job Partner at Management Planning, Inc.
Industry Financial Services
Experience
Management Planning, Inc. 2002 - Present
Credit Suisse First Boston June 2000 - June 2002
Skills
Valuation, Series 7, Financial Modeling, Due Diligence, Private Equity, Business Valuation, Investments, Financial Analysis, Investment Banking, Bloomberg
Education
Hampton University 1996 — 2000
Bachelor's degree, Finance, General
Management Planning, Inc. 2002 - Present
Credit Suisse First Boston June 2000 - June 2002
Skills
Valuation, Series 7, Financial Modeling, Due Diligence, Private Equity, Business Valuation, Investments, Financial Analysis, Investment Banking, Bloomberg
Education
Hampton University 1996 — 2000
Bachelor's degree, Finance, General
David Sultan's Credit Suisse First Boston Experience 1988 - 2001
Job Client Advisor, Endowments & Foundations Group at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management 2011 - Present
J.P. Morgan Private Bank 2010 - 2011
UBS Investment Bank 2007 - 2008
John A. Levin & Co. 2002 - 2006
Credit Suisse First Boston 1988 - 2001
McKinsey & Company 1984 - 1986
Education
Harvard Business School 1986 — 1988
MBA
Harvard University 1980 — 1984
AB, Government
J.P. Morgan Asset Management 2011 - Present
J.P. Morgan Private Bank 2010 - 2011
UBS Investment Bank 2007 - 2008
John A. Levin & Co. 2002 - 2006
Credit Suisse First Boston 1988 - 2001
McKinsey & Company 1984 - 1986
Education
Harvard Business School 1986 — 1988
MBA
Harvard University 1980 — 1984
AB, Government
Pamela Holland's Credit Suisse First Boston Experience 1985 - 1992
Job Consultant at Rothschild and Financial Services Consultant
Industry Financial Services
Experience
Rothschild May 2006 - Present
Morgan Stanley Corp 1999 - 2001
Credit Suisse 1987 - 1995
Credit Suisse First Boston 1985 - 1992
Education
Georgetown University 1976 — 1980
Rothschild May 2006 - Present
Morgan Stanley Corp 1999 - 2001
Credit Suisse 1987 - 1995
Credit Suisse First Boston 1985 - 1992
Education
Georgetown University 1976 — 1980
Jayson Morris's Credit Suisse First Boston Experience August 2000 - December 2001
Job Social Entrepreneurship Portfolio Director at The Peery Foundation
Industry Fund-Raising
Experience
Peery Foundation January 2015 - Present
Rural Education and Development (READ) Global March 2013 - December 2014
Indepndent Consultant June 2012 - February 2013
Room to Read January 2011 - June 2012
Room to Read June 2010 - February 2011
Room to Read June 2005 - January 2011
Room to Read December 2006 - December 2007
Room to Read June 2005 - December 2006
Credit Suisse First Boston August 2000 - December 2001
Credit Suisse First Boston July 1998 - August 2000
Skills
Fundraising, International..., Non-profits, Volunteer Management, Grant Writing, Building Relationships, Financial Modeling, Philanthropy, Proposal Writing, Finance, Non-profit Leadership, non-profit management, Major Donor Cultivation, Corporate Social..., Corporate fundraising, Foundation fundraising, Strategic Planning, Nonprofits, Leadership, Strategy, Grants, Management, Analysis, Mergers & Acquisitions, Program Management, Entrepreneurship
Education
Georgetown University 1994 — 1998
BS, Business Administration
St.Ignatius College Preparatory 1990 — 1994
Peery Foundation January 2015 - Present
Rural Education and Development (READ) Global March 2013 - December 2014
Indepndent Consultant June 2012 - February 2013
Room to Read January 2011 - June 2012
Room to Read June 2010 - February 2011
Room to Read June 2005 - January 2011
Room to Read December 2006 - December 2007
Room to Read June 2005 - December 2006
Credit Suisse First Boston August 2000 - December 2001
Credit Suisse First Boston July 1998 - August 2000
Skills
Fundraising, International..., Non-profits, Volunteer Management, Grant Writing, Building Relationships, Financial Modeling, Philanthropy, Proposal Writing, Finance, Non-profit Leadership, non-profit management, Major Donor Cultivation, Corporate Social..., Corporate fundraising, Foundation fundraising, Strategic Planning, Nonprofits, Leadership, Strategy, Grants, Management, Analysis, Mergers & Acquisitions, Program Management, Entrepreneurship
Education
Georgetown University 1994 — 1998
BS, Business Administration
St.Ignatius College Preparatory 1990 — 1994
Keir Semmens's Credit Suisse First Boston Experience 2001 - 2003
Job Chief Executive Officer at Pocket Pupil
Industry E-Learning
Experience
Pocket Pupil 2014 - Present
TC Corporate 2005 - 2013
Credit Suisse First Boston 2001 - 2003
Deutsche Banc Alex. Brown 2000 - 2000
Education
Georgetown University - The McDonough School of Business 1998 — 2001
MBA, Finance
Georgetown University
University of Melbourne
University of Oxford
Pocket Pupil 2014 - Present
TC Corporate 2005 - 2013
Credit Suisse First Boston 2001 - 2003
Deutsche Banc Alex. Brown 2000 - 2000
Education
Georgetown University - The McDonough School of Business 1998 — 2001
MBA, Finance
Georgetown University
University of Melbourne
University of Oxford
Chris Conroy's Credit Suisse First Boston Experience September 1995 - September 2004
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2004 - Present
Credit Suisse First Boston September 1995 - September 2004
Education
Fordham Gabelli School of Business 1990 — 1994
MBA, Finance
Saint Francis University of Pennsylvania 1980 — 1984
BS, Business Management/Accounting
UBS Financial Services, Inc. September 2004 - Present
Credit Suisse First Boston September 1995 - September 2004
Education
Fordham Gabelli School of Business 1990 — 1994
MBA, Finance
Saint Francis University of Pennsylvania 1980 — 1984
BS, Business Management/Accounting
Peggy Hanratty's Credit Suisse First Boston Experience 1981 - 1990
Job Angel Investor GoldenSeeds
Industry Investment Management
Experience
Golden Seeds 2010 - Present
China Array 2004 - 2009
cabot corp 1990 - 2001
credit suisse first boston 1981 - 1990
Skills
Angel Investing, Venture Capital, Private Equity, Corporate Development
Education
Harvard Business School 1978 — 1980
MBA
University of Virginia 1971 — 1977
ma, economics
Golden Seeds 2010 - Present
China Array 2004 - 2009
cabot corp 1990 - 2001
credit suisse first boston 1981 - 1990
Skills
Angel Investing, Venture Capital, Private Equity, Corporate Development
Education
Harvard Business School 1978 — 1980
MBA
University of Virginia 1971 — 1977
ma, economics
Juan (JC) Kreutz's Credit Suisse First Boston Experience 1999 - 2004
Job Executive Director Head of Natural Resource Project Finance at Sumitomo Mitsui Banking Corporation
Industry Investment Banking
Experience
Sumitomo Mitsui Banking Corporation April 2014 - Present
BBVA April 2011 - March 2014
Barclays Capital November 2006 - January 2011
WestLB AG New York Branch 2005 - 2006
Credit Suisse First Boston 1999 - 2004
Merrill Lynch 1996 - 1998
Skills
Investment Banking, Structured Finance, Capital Markets, Corporate Finance, Financial Modeling, Equities, Valuation, Due Diligence, Mergers & Acquisitions, Financial Structuring, Portfolio Management, Project Finance, Risk Management, Bonds, Commodity
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance, General
Georgetown University 1984 — 1988
BS, Finance
Sumitomo Mitsui Banking Corporation April 2014 - Present
BBVA April 2011 - March 2014
Barclays Capital November 2006 - January 2011
WestLB AG New York Branch 2005 - 2006
Credit Suisse First Boston 1999 - 2004
Merrill Lynch 1996 - 1998
Skills
Investment Banking, Structured Finance, Capital Markets, Corporate Finance, Financial Modeling, Equities, Valuation, Due Diligence, Mergers & Acquisitions, Financial Structuring, Portfolio Management, Project Finance, Risk Management, Bonds, Commodity
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance, General
Georgetown University 1984 — 1988
BS, Finance
Ben Stamets's Credit Suisse First Boston Experience July 1999 - June 2002
Job Managing Partner of Sage Road Capital
Industry Venture Capital & Private Equity
Experience
Sage Road Capital November 2011 - Present
Quantum Energy Partners January 2008 - November 2011
Quantum Energy Partners July 2006 - January 2008
First Reserve Corporation July 2002 - June 2004
Credit Suisse First Boston July 1999 - June 2002
Skills
Private Equity, Financial Modeling, Investments, Due Diligence, Equities, Valuation, Mergers & Acquisitions, Corporate Finance, Energy, Venture Capital
Education
Harvard Business School 2004 — 2006
Master of Business Administration (M.B.A.)
Rice University 1995 — 1999
BS, Electrical Engineering
Sage Road Capital November 2011 - Present
Quantum Energy Partners January 2008 - November 2011
Quantum Energy Partners July 2006 - January 2008
First Reserve Corporation July 2002 - June 2004
Credit Suisse First Boston July 1999 - June 2002
Skills
Private Equity, Financial Modeling, Investments, Due Diligence, Equities, Valuation, Mergers & Acquisitions, Corporate Finance, Energy, Venture Capital
Education
Harvard Business School 2004 — 2006
Master of Business Administration (M.B.A.)
Rice University 1995 — 1999
BS, Electrical Engineering
Steven Kraus's Credit Suisse First Boston Experience January 1994 - December 1999
Job Managing Director and CoFounder at Meridian OHC LLC
Industry Investment Management
Experience
Meridian OHC LLC September 2010 - Present
Blue TSV Ltd. May 2008 - September 2012
Credit Suisse March 2007 - April 2008
Credit Suisse January 2000 - March 2007
Credit Suisse First Boston January 1994 - December 1999
Credit Suisse First Boston August 1988 - December 1994
Irving Trust Company August 1982 - August 1986
Skills
Equities, Investments, Due Diligence, Financial Modeling, Financial Analysis, Strategy, Finance, Mergers, Start-ups, Capital Markets, Venture Capital, Portfolio Management, Corporate Finance, Asset Managment, Private Equity, Business Development, Investment Banking, Hedge Funds, Valuation, Strategic Planning, Mergers & Acquisitions, Financial Markets, Equity Research, Emerging Markets, Financial Services, Asset Management, Leadership, Alternative Investments, IPO, Fixed Income, Investment Management, Securities, Corporate Development, Investor Relations, Asset Allocation, Trading, Private Placements, Management, Business Strategy, Derivatives
Education
Harvard Business School 1986 — 1988
MBA, General Management
University of Virginia 1977 — 1982
BA, Economics, Dean's List
Garden City High School 1974 — 1977
Meridian OHC LLC September 2010 - Present
Blue TSV Ltd. May 2008 - September 2012
Credit Suisse March 2007 - April 2008
Credit Suisse January 2000 - March 2007
Credit Suisse First Boston January 1994 - December 1999
Credit Suisse First Boston August 1988 - December 1994
Irving Trust Company August 1982 - August 1986
Skills
Equities, Investments, Due Diligence, Financial Modeling, Financial Analysis, Strategy, Finance, Mergers, Start-ups, Capital Markets, Venture Capital, Portfolio Management, Corporate Finance, Asset Managment, Private Equity, Business Development, Investment Banking, Hedge Funds, Valuation, Strategic Planning, Mergers & Acquisitions, Financial Markets, Equity Research, Emerging Markets, Financial Services, Asset Management, Leadership, Alternative Investments, IPO, Fixed Income, Investment Management, Securities, Corporate Development, Investor Relations, Asset Allocation, Trading, Private Placements, Management, Business Strategy, Derivatives
Education
Harvard Business School 1986 — 1988
MBA, General Management
University of Virginia 1977 — 1982
BA, Economics, Dean's List
Garden City High School 1974 — 1977
Sylmari Santos's Credit Suisse First Boston Experience 2004 - 2004
Job Regulatory Risk Manager VP
Industry Financial Services
Experience
Citi June 2013 - Present
Citi January 2010 - May 2013
Citi December 2005 - December 2010
Credit Suisse First Boston 2004 - 2004
Skills
AML, Risk Management, Project Management, Anti Money Laundering, Compliance, Business Analysis
Education
Fordham University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Citi June 2013 - Present
Citi January 2010 - May 2013
Citi December 2005 - December 2010
Credit Suisse First Boston 2004 - 2004
Skills
AML, Risk Management, Project Management, Anti Money Laundering, Compliance, Business Analysis
Education
Fordham University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Gabriella DiBlasi's Credit Suisse First Boston Experience March 1997 - March 2003
Job Director of Finance and Management Services at Monroe Public Schools
Industry Education Management
Experience
Monroe Public Schools September 2010 - Present
DiBlasi Associates April 2007 - August 2010
Bear Stearns August 2003 - April 2007
Credit Suisse First Boston March 1997 - March 2003
UBS August 1995 - March 1997
goldman sachs March 1994 - August 1995
Salomon Brothers December 1989 - March 1994
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1985 — 1989
BS, Economics
Monroe Public Schools September 2010 - Present
DiBlasi Associates April 2007 - August 2010
Bear Stearns August 2003 - April 2007
Credit Suisse First Boston March 1997 - March 2003
UBS August 1995 - March 1997
goldman sachs March 1994 - August 1995
Salomon Brothers December 1989 - March 1994
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1985 — 1989
BS, Economics
Laura Sage's Credit Suisse First Boston Experience 2000 - 2001
Job Director at Castle Creek Arbitrage
Industry Financial Services
Experience
Castle Creek Arbitrage 2006 - Present
Lynn Sage Foundation 2006 - Present
PEAK6 Investments, LP 2003 - 2004
CIBC Oppenheimer 2001 - 2003
Credit Suisse First Boston 2000 - 2001
JP Morgan 1997 - 2000
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Investments, Derivatives, Asset Managment, Portfolio Management, Trading, Options, Capital Markets, Securities, Bloomberg, Series 7, Financial Markets, Private Equity, Investment Strategies, Valuation, Fundraising, Equity Derivatives, Due Diligence, Asset Management, Investment Management, Asset Allocation, Wealth Management, Mutual Funds, Structured Products, ETFs, Hedging, Electronic Trading, Trading Strategies, Commodity, Bonds, Venture Capital, Emerging Markets, Equity Research, Fund Of Funds, Proprietary Trading, Trading Systems
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance and Marketing
University of Arizona 1988 — 1992
BS, Economics
Francis W. Parker School 1984 — 1988
High School
Castle Creek Arbitrage 2006 - Present
Lynn Sage Foundation 2006 - Present
PEAK6 Investments, LP 2003 - 2004
CIBC Oppenheimer 2001 - 2003
Credit Suisse First Boston 2000 - 2001
JP Morgan 1997 - 2000
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Investments, Derivatives, Asset Managment, Portfolio Management, Trading, Options, Capital Markets, Securities, Bloomberg, Series 7, Financial Markets, Private Equity, Investment Strategies, Valuation, Fundraising, Equity Derivatives, Due Diligence, Asset Management, Investment Management, Asset Allocation, Wealth Management, Mutual Funds, Structured Products, ETFs, Hedging, Electronic Trading, Trading Strategies, Commodity, Bonds, Venture Capital, Emerging Markets, Equity Research, Fund Of Funds, Proprietary Trading, Trading Systems
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance and Marketing
University of Arizona 1988 — 1992
BS, Economics
Francis W. Parker School 1984 — 1988
High School
David Valiaveedan's Credit Suisse First Boston Experience 2000 - 2001
Job Vice President Finance & Treasurer at Hovnanian Enterprises
Industry Real Estate
Experience
Hovnanian Enterprises December 2009 - Present
K. Hovnanian Companies 2005 - Present
AIG Global Real Estate Investment Corp 2003 - 2005
AIG Global Real Estate 2002 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 2000 - 2001
CreditRe Mortgage Capital 1997 - 2000
Bankers Trust 1994 - 1997
PW Funding 1989 - 1992
Skills
Due Diligence, Finance, Real Estate, Financial Analysis, Asset Management, Investment Properties, Valuation, Investments, Financial Modeling, Real Estate Economics
Education
University of Virginia - Darden Graduate School of Business Administration 1992 — 1994
MBA
Georgetown University 1985 — 1989
Georgetown University - The McDonough School of Business 1985 — 1989
BSBA
CBA
Hovnanian Enterprises December 2009 - Present
K. Hovnanian Companies 2005 - Present
AIG Global Real Estate Investment Corp 2003 - 2005
AIG Global Real Estate 2002 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 2000 - 2001
CreditRe Mortgage Capital 1997 - 2000
Bankers Trust 1994 - 1997
PW Funding 1989 - 1992
Skills
Due Diligence, Finance, Real Estate, Financial Analysis, Asset Management, Investment Properties, Valuation, Investments, Financial Modeling, Real Estate Economics
Education
University of Virginia - Darden Graduate School of Business Administration 1992 — 1994
MBA
Georgetown University 1985 — 1989
Georgetown University - The McDonough School of Business 1985 — 1989
BSBA
CBA
Kevin Phillips's Credit Suisse First Boston Experience 1999 - 2002
Job Managing Director, Joint Global Head of Power & Utilities at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC June 2014 - Present
Bank of America Merrill Lynch September 2010 - June 2014
FBR Capital Markets May 2009 - September 2010
Merrill Lynch May 2006 - May 2009
Lazard 2002 - 2006
Credit Suisse First Boston 1999 - 2002
Skills
Hedge Funds, Equities, Emerging Markets, Private Equity, Valuation
Education
Georgetown University - The McDonough School of Business 1995 — 1999
MBA
Georgetown University Law Center 1995 — 1999
JD
Georgetown University 1991 — 1995
BSFS
Jefferies LLC June 2014 - Present
Bank of America Merrill Lynch September 2010 - June 2014
FBR Capital Markets May 2009 - September 2010
Merrill Lynch May 2006 - May 2009
Lazard 2002 - 2006
Credit Suisse First Boston 1999 - 2002
Skills
Hedge Funds, Equities, Emerging Markets, Private Equity, Valuation
Education
Georgetown University - The McDonough School of Business 1995 — 1999
MBA
Georgetown University Law Center 1995 — 1999
JD
Georgetown University 1991 — 1995
BSFS
Francisco Paret's Credit Suisse First Boston Experience 1997 - 2003
Job Executive Search and Leadership Consulting
Industry Management Consulting
Experience
Egon Zehnder 2005 - Present
Duff & Phelps 2004 - 2005
Aldamar Partners 2003 - 2004
Credit Suisse First Boston 1997 - 2003
ING Barings 1996 - 1997
Bear Stearns 1992 - 1995
Skills
Investment Banking, Corporate Finance, Financial Services, Capital Markets, Private Equity, Start-ups, Asset Management, Mergers & Acquisitions, Executive Search, Executive Management, Alternative Investments, Hedge Funds, Leadership, Corporate Development, Banking, Venture Capital, Due Diligence, Capital Raising, Restructuring, Valuation, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Georgetown University 1982 — 1986
BSBA, International Management and Finance
Colegio San Ignacio
Egon Zehnder 2005 - Present
Duff & Phelps 2004 - 2005
Aldamar Partners 2003 - 2004
Credit Suisse First Boston 1997 - 2003
ING Barings 1996 - 1997
Bear Stearns 1992 - 1995
Skills
Investment Banking, Corporate Finance, Financial Services, Capital Markets, Private Equity, Start-ups, Asset Management, Mergers & Acquisitions, Executive Search, Executive Management, Alternative Investments, Hedge Funds, Leadership, Corporate Development, Banking, Venture Capital, Due Diligence, Capital Raising, Restructuring, Valuation, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Georgetown University 1982 — 1986
BSBA, International Management and Finance
Colegio San Ignacio
Frank Arlia's Credit Suisse First Boston Experience August 2003 - July 2004
Job Owner/ Managing Partner at Arlia Family Partnership
Industry Real Estate
Experience
New Yorker Realty 2008 - Present
Arlia Family Partnership 1987 - Present
Credit Suisse July 2004 - July 2008
Credit Suisse First Boston August 2003 - July 2004
Alliance Capital Management March 2001 - August 2003
JPMorgan Chase October 1997 - March 2001
The Chase Manhattan Bank April 1996 - October 1997
The Chase Manhattan Bank April 1994 - April 1996
Ambassador Management Real Estate November 1992 - November 1994
Skills
Portfolio Management, Banking, Securities, Real Estate, Fixed Income, Bonds, Financial Services, Finance
Education
University of Phoenix 2002 — 2009
MBA, Business Administration
Fordham University 1988 — 1992
BS, Finance/Marketing/Italian
Xavier High School 1984 — 1988
Blue Ribbon, Jesuit Education
New Yorker Realty 2008 - Present
Arlia Family Partnership 1987 - Present
Credit Suisse July 2004 - July 2008
Credit Suisse First Boston August 2003 - July 2004
Alliance Capital Management March 2001 - August 2003
JPMorgan Chase October 1997 - March 2001
The Chase Manhattan Bank April 1996 - October 1997
The Chase Manhattan Bank April 1994 - April 1996
Ambassador Management Real Estate November 1992 - November 1994
Skills
Portfolio Management, Banking, Securities, Real Estate, Fixed Income, Bonds, Financial Services, Finance
Education
University of Phoenix 2002 — 2009
MBA, Business Administration
Fordham University 1988 — 1992
BS, Finance/Marketing/Italian
Xavier High School 1984 — 1988
Blue Ribbon, Jesuit Education
John Colie's Credit Suisse First Boston Experience August 1999 - January 2001
Job Executive Director Business Advisory & Treasury Analytics at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank March 2011 - Present
Banc of America Securities August 2005 - February 2011
Dresdner Kleinwort Wasserstein Securities January 2001 - August 2005
Credit Suisse-First Boston August 1999 - January 2001
Federal Reserve Bank of New York August 1989 - July 1999
Skills
Capital Markets, Credit Risk, Banking, Credit, Analysis, Operational Risk, Basel II, Investment Banking, Operational Risk..., Financial Risk, Risk Management
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance, Banking
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science (B.S.) Economics, Finance & International Business
UBS Investment Bank March 2011 - Present
Banc of America Securities August 2005 - February 2011
Dresdner Kleinwort Wasserstein Securities January 2001 - August 2005
Credit Suisse-First Boston August 1999 - January 2001
Federal Reserve Bank of New York August 1989 - July 1999
Skills
Capital Markets, Credit Risk, Banking, Credit, Analysis, Operational Risk, Basel II, Investment Banking, Operational Risk..., Financial Risk, Risk Management
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance, Banking
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science (B.S.) Economics, Finance & International Business
Legna Gonzalez's Credit Suisse First Boston Experience October 2000 - January 2006
Job Client Directed Invesment Desk Associate at HSBC Securities
Industry Financial Services
Experience
HSBC Securities October 2009 - Present
Fairfield Greenwich Group February 2006 - October 2008
Credit Suisse First Boston October 2000 - January 2006
Skills
Alternative Investments, Asset Allocation, Bloomberg, Capital Markets, Fixed Income, Series 7
Education
Florida International University 2005 — 2006
MSF, Finance
Florida International University 1997 — 2000
B.A, Economics
HSBC Securities October 2009 - Present
Fairfield Greenwich Group February 2006 - October 2008
Credit Suisse First Boston October 2000 - January 2006
Skills
Alternative Investments, Asset Allocation, Bloomberg, Capital Markets, Fixed Income, Series 7
Education
Florida International University 2005 — 2006
MSF, Finance
Florida International University 1997 — 2000
B.A, Economics
Neil Moskowitz's Credit Suisse First Boston Experience 2004 - 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Credit Suisse First Boston 2004 - 2007
Credit Suisse First Boston 2002 - 2004
Credit Suisse First Boston 1995 - 2002
Goldman Sachs 1984 - 1994
Skills
Investment Banking, Investments, Budgeting, Portfolio Management, Risk, Strategic Planning, Financial Risk, Capital Markets, Hedge Funds, Risk Management, Budgets, Strategic Financial..., Derivatives, Fixed Income, Corporate Finance, Securities, Financial Markets, Alternative Investments
Education
Harvard Business School 1982 — 1984
MBA, Business
University of Maryland College Park
University of Maryland College Park
Credit Suisse First Boston 2004 - 2007
Credit Suisse First Boston 2002 - 2004
Credit Suisse First Boston 1995 - 2002
Goldman Sachs 1984 - 1994
Skills
Investment Banking, Investments, Budgeting, Portfolio Management, Risk, Strategic Planning, Financial Risk, Capital Markets, Hedge Funds, Risk Management, Budgets, Strategic Financial..., Derivatives, Fixed Income, Corporate Finance, Securities, Financial Markets, Alternative Investments
Education
Harvard Business School 1982 — 1984
MBA, Business
University of Maryland College Park
University of Maryland College Park
Sean Bruce Delaney's Credit Suisse First Boston Experience June 2001 - March 2006
Job Executive Director at J.P. Morgan Securities
Industry Banking
Experience
JPMorgan Chase March 2006 - Present
Credit Suisse First Boston June 2001 - March 2006
National Association of Securities Dealers ("NASD") December 1996 - December 2000
Skills
Trading, Series 7, Fixed Income, Alternative Investments, Hedge Funds, Equities, Capital Markets, Securities, Derivatives, Asset Management, Series 24, Prime Brokerage, Options, Equity Research, FINRA, Mutual Funds, Investment Banking, Financial Services, Financial Markets, Series 63, Risk Management
Education
George Mason University
B.S., Public Administration
JPMorgan Chase March 2006 - Present
Credit Suisse First Boston June 2001 - March 2006
National Association of Securities Dealers ("NASD") December 1996 - December 2000
Skills
Trading, Series 7, Fixed Income, Alternative Investments, Hedge Funds, Equities, Capital Markets, Securities, Derivatives, Asset Management, Series 24, Prime Brokerage, Options, Equity Research, FINRA, Mutual Funds, Investment Banking, Financial Services, Financial Markets, Series 63, Risk Management
Education
George Mason University
B.S., Public Administration
Tanya Beder's Credit Suisse First Boston Experience June 1977 - December 1986
Job Chairman & CEO at SBCC Group Inc.
Industry Financial Services
Experience
SBCC Group October 2006 - Present
CYS Investments (NYSE: CYS) May 2012 - Present
American Century Investments March 2011 - Present
Stanford University March 2012 - Present
OpHedge Investment Services 2005 - 2010
Tribeca Global May 2004 - September 2006
Caxton Associates May 1999 - May 2004
Capital Market Risk Advisors August 1994 - May 1999
Credit Suisse First Boston June 1977 - December 1986
Skills
Risk Management, Financial Strategy, Litigation Support, Hedge Funds, Alternative Investments, Asset Managment, Derivatives, Fixed Income, Investments, Portfolio Management, Equities, Valuation, Private Equity, Capital Markets, Financial Modeling, Trading, Emerging Markets, Options, Asset Management, Due Diligence, Quantitative Finance, Commodity, Mergers & Acquisitions, Equity Trading, Mutual Funds, Strategy, Financial Markets, Investment Banking, Investment Management, Securities, Bloomberg, Credit, Equity Research, Venture Capital, Funding, Bonds, Finance
Education
Harvard Business School 1981 — 1983
MBA
Yale University 1973 — 1977
AB
SBCC Group October 2006 - Present
CYS Investments (NYSE: CYS) May 2012 - Present
American Century Investments March 2011 - Present
Stanford University March 2012 - Present
OpHedge Investment Services 2005 - 2010
Tribeca Global May 2004 - September 2006
Caxton Associates May 1999 - May 2004
Capital Market Risk Advisors August 1994 - May 1999
Credit Suisse First Boston June 1977 - December 1986
Skills
Risk Management, Financial Strategy, Litigation Support, Hedge Funds, Alternative Investments, Asset Managment, Derivatives, Fixed Income, Investments, Portfolio Management, Equities, Valuation, Private Equity, Capital Markets, Financial Modeling, Trading, Emerging Markets, Options, Asset Management, Due Diligence, Quantitative Finance, Commodity, Mergers & Acquisitions, Equity Trading, Mutual Funds, Strategy, Financial Markets, Investment Banking, Investment Management, Securities, Bloomberg, Credit, Equity Research, Venture Capital, Funding, Bonds, Finance
Education
Harvard Business School 1981 — 1983
MBA
Yale University 1973 — 1977
AB
David witzke's Credit Suisse First Boston Experience 2001 - 2002
Job at Citadel PioneerPath Capital
Industry Investment Management
Experience
Citadel - Surveyor Capital August 2009 - Present
Ridgeback Capital March 2007 - May 2009
Banc of America Securities 2005 - 2007
SunTrust Robinson Humphrey March 2003 - April 2005
Morgan Stanley 2002 - 2003
Credit Suisse First Boston 2001 - 2002
Salomon Smith Barney 2000 - 2001
Cargill 1992 - 1998
Skills
Biotechnology, Portfolio Management, Healthcare, Equity Research, Valuation, Equities
Education
Harvard Business School 1998 — 2000
MBA, Business
Michigan State University 1990 — 1997
Ph.D., Chemical Engineering
Michigan State University 1986 — 1990
B.S., Chemical Engineering
Citadel - Surveyor Capital August 2009 - Present
Ridgeback Capital March 2007 - May 2009
Banc of America Securities 2005 - 2007
SunTrust Robinson Humphrey March 2003 - April 2005
Morgan Stanley 2002 - 2003
Credit Suisse First Boston 2001 - 2002
Salomon Smith Barney 2000 - 2001
Cargill 1992 - 1998
Skills
Biotechnology, Portfolio Management, Healthcare, Equity Research, Valuation, Equities
Education
Harvard Business School 1998 — 2000
MBA, Business
Michigan State University 1990 — 1997
Ph.D., Chemical Engineering
Michigan State University 1986 — 1990
B.S., Chemical Engineering
Franklin Harris's Credit Suisse First Boston Experience 2000 - 2001
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International May 2008 - Present
Miller Buckfire 2004 - 2008
Lehman Brothers 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Mergers, LBO, M&A experience, Capital Markets, Corporate Finance, Leveraged Finance, Business Valuation, Venture Capital
Education
Harvard Business School 1992 — 1994
MBA
Georgia Institute of Technology 1985 — 1989
BS, Applied Biology, Management
Lincoln International May 2008 - Present
Miller Buckfire 2004 - 2008
Lehman Brothers 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Mergers, LBO, M&A experience, Capital Markets, Corporate Finance, Leveraged Finance, Business Valuation, Venture Capital
Education
Harvard Business School 1992 — 1994
MBA
Georgia Institute of Technology 1985 — 1989
BS, Applied Biology, Management
Joseph Haggenmiller's Credit Suisse First Boston Experience 1997 - 2003
Job LCR Capital Partners
Industry Financial Services
Experience
LCR Capital Partners LLC February 2015 - Present
Presagium BVI Ltd. 2011 - Present
Spotex 2013 - Present
Presagium BVI Ltd 2011 - 2014
Presagium LLC 2009 - 2011
UBS Investment Bank 2003 - 2009
Credit Suisse First Boston 1997 - 2003
Dain Bosworth 1989 - 1994
Education
Harvard Business School
Master’s Degree
The London School of Economics and Political Science (LSE)
Macalester College
Bachelor’s Degree
LCR Capital Partners LLC February 2015 - Present
Presagium BVI Ltd. 2011 - Present
Spotex 2013 - Present
Presagium BVI Ltd 2011 - 2014
Presagium LLC 2009 - 2011
UBS Investment Bank 2003 - 2009
Credit Suisse First Boston 1997 - 2003
Dain Bosworth 1989 - 1994
Education
Harvard Business School
Master’s Degree
The London School of Economics and Political Science (LSE)
Macalester College
Bachelor’s Degree
John E. Lee's Credit Suisse First Boston Experience April 1999 - August 2001
Job Partner, CoFounder of JJ Bergen & Associates
Industry Financial Services
Experience
JJ Bergen & Associates May 2014 - Present
Heidrick & Struggles April 2008 - May 2014
New Millennium Group, Inc. January 2002 - April 2008
Credit Suisse First Boston April 1999 - August 2001
ING Bank February 1998 - April 1999
Peregrine Investments Holdings, Ltd (Hong Kong) February 1994 - February 1998
Peregrine Investments Holding 1994 - 1998
Lehman Brothers 1991 - 1994
Prudential Financial 1988 - 1990
Bankers Trust Company 1982 - 1988
Education
Fordham University
JJ Bergen & Associates May 2014 - Present
Heidrick & Struggles April 2008 - May 2014
New Millennium Group, Inc. January 2002 - April 2008
Credit Suisse First Boston April 1999 - August 2001
ING Bank February 1998 - April 1999
Peregrine Investments Holdings, Ltd (Hong Kong) February 1994 - February 1998
Peregrine Investments Holding 1994 - 1998
Lehman Brothers 1991 - 1994
Prudential Financial 1988 - 1990
Bankers Trust Company 1982 - 1988
Education
Fordham University
Leslie Jensen's Credit Suisse First Boston Experience June 2003 - September 2004
Job Financial Services Professional
Industry Financial Services
Experience
Daruma Capital Management, LLC January 2012 - December 2013
BNP Paribas September 2007 - January 2009
UBP Asset Management May 2005 - August 2007
Credit Suisse First Boston June 2003 - September 2004
HedgeFund.net June 2002 - August 2002
Education
Hamilton College 1999 — 2003
Bachelor of Arts, cum laude, Economics, Additional coursework in Speech Communication
The Lawrenceville School 1995 — 1999
College Preparatory School
Investment Banking Institute
Intensive 4-week financial modeling and valuation training program
Daruma Capital Management, LLC January 2012 - December 2013
BNP Paribas September 2007 - January 2009
UBP Asset Management May 2005 - August 2007
Credit Suisse First Boston June 2003 - September 2004
HedgeFund.net June 2002 - August 2002
Education
Hamilton College 1999 — 2003
Bachelor of Arts, cum laude, Economics, Additional coursework in Speech Communication
The Lawrenceville School 1995 — 1999
College Preparatory School
Investment Banking Institute
Intensive 4-week financial modeling and valuation training program
Jonathan Van Matre's Credit Suisse First Boston Experience 2002 - 2003
Job Sr. Database Engineer at HomeAway.com
Industry Computer Software
Experience
HomeAway.com February 2013 - Present
NuStats May 2012 - February 2013
NuStats 2011 - May 2012
She, Sir (band) 2010 - 2012
Multimedia Games February 2006 - January 2009
Builder Homesite 2004 - January 2006
Credit Suisse First Boston 2002 - 2003
Fairbanks Capital May 2002 - October 2002
Calmco Servicing 1996 - 2002
Skills
T-SQL, Data Warehousing, Database Design, Data Modeling, Business Intelligence, OLAP, GIS, Performance Tuning, Microsoft SQL Server, MySQL, Technical Writing, Management, Public Speaking, SQL, Agile Methodologies
Education
Georgetown University 1992 — 1994
University of North Texas 1990 — 1992
Texas Academy of Math & Science
HomeAway.com February 2013 - Present
NuStats May 2012 - February 2013
NuStats 2011 - May 2012
She, Sir (band) 2010 - 2012
Multimedia Games February 2006 - January 2009
Builder Homesite 2004 - January 2006
Credit Suisse First Boston 2002 - 2003
Fairbanks Capital May 2002 - October 2002
Calmco Servicing 1996 - 2002
Skills
T-SQL, Data Warehousing, Database Design, Data Modeling, Business Intelligence, OLAP, GIS, Performance Tuning, Microsoft SQL Server, MySQL, Technical Writing, Management, Public Speaking, SQL, Agile Methodologies
Education
Georgetown University 1992 — 1994
University of North Texas 1990 — 1992
Texas Academy of Math & Science
Taylor Yu Zhong's Credit Suisse First Boston Experience 2001 - 2004
Job at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities 2009 - Present
JP Morgan 2004 - 2009
Credit Suisse First Boston 2001 - 2004
Education
Fudan University
B.S., Physics
Nomura Securities 2009 - Present
JP Morgan 2004 - 2009
Credit Suisse First Boston 2001 - 2004
Education
Fudan University
B.S., Physics
Jason Wallace's Credit Suisse First Boston Experience 2002 - 2004
Job Managing Director at CHILDS Advisory Partners
Industry Investment Banking
Experience
CHILDS Advisory Partners June 2014 - Present
Blackstone April 2004 - June 2014
Credit Suisse First Boston 2002 - 2004
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Mergers & Acquisitions, Investment Banking, Financial Advisory, Private Equity, Executive Management, LBO, Corporate Development, Strategy, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Capital Markets, Entrepreneurship, Alternative Investments, Leveraged Finance, Investments, Hedge Funds, M&A experience
Education
Harvard Business School 2000 — 2002
MBA
Georgia Institute of Technology 1992 — 1997
BS, Finance
CHILDS Advisory Partners June 2014 - Present
Blackstone April 2004 - June 2014
Credit Suisse First Boston 2002 - 2004
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Mergers & Acquisitions, Investment Banking, Financial Advisory, Private Equity, Executive Management, LBO, Corporate Development, Strategy, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Capital Markets, Entrepreneurship, Alternative Investments, Leveraged Finance, Investments, Hedge Funds, M&A experience
Education
Harvard Business School 2000 — 2002
MBA
Georgia Institute of Technology 1992 — 1997
BS, Finance
Darcy Bradbury's Credit Suisse First Boston Experience 1986 - 1989
Job Managing Director, the D. E. Shaw group
Industry Investment Management
Experience
the D. E. Shaw Group June 2007 - Present
Managed Funds Association September 2009 - October 2011
Managed Funds Association 2008 - 2009
The Blackstone Group 2004 - 2007
Gevity HR 2001 - 2007
Mezzacappa Management 2001 - 2004
Bankers Trust 1997 - 2000
U. S. Treasury 1993 - 1996
New York City Comptroller's Office 1990 - 1993
Credit Suisse First Boston 1986 - 1989
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Investments, Equities, Due Diligence, Portfolio Management, Venture Capital, Capital Markets, Fixed Income, Investment Banking, Derivatives, Securities, Valuation, Investor Relations, Mergers, Fund Of Funds, Investment Management, Financial Modeling
Education
Harvard Business School
MBA
Harvard University
MBA, AB
the D. E. Shaw Group June 2007 - Present
Managed Funds Association September 2009 - October 2011
Managed Funds Association 2008 - 2009
The Blackstone Group 2004 - 2007
Gevity HR 2001 - 2007
Mezzacappa Management 2001 - 2004
Bankers Trust 1997 - 2000
U. S. Treasury 1993 - 1996
New York City Comptroller's Office 1990 - 1993
Credit Suisse First Boston 1986 - 1989
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Investments, Equities, Due Diligence, Portfolio Management, Venture Capital, Capital Markets, Fixed Income, Investment Banking, Derivatives, Securities, Valuation, Investor Relations, Mergers, Fund Of Funds, Investment Management, Financial Modeling
Education
Harvard Business School
MBA
Harvard University
MBA, AB
Mark McCarthy's Credit Suisse First Boston Experience 1985 - 1991
Job Managing Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citigroup September 1991 - May 2010
Credit Suisse First Boston 1985 - 1991
First Boston Corporation 1985 - 1991
Skills
Alternative Investments, Banking, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Hedge Funds, IT Strategy, Integration, Investment Banking, Investments, Management, Mergers, Mergers & Acquisitions, Middle Office, PMO, Portfolio Management, Program Management, Project Portfolio..., Risk Management, SDLC, Series 7, Trading Systems, Vendor Management, Wealth Management, Electronic Trading, Series 63
Education
Fordham Gabelli School of Business 1977 — 1980
MBA, Finance
Georgetown University 1971 — 1975
BS, Psychology, Computer Science
Morgan Stanley Smith Barney June 2009 - Present
Citigroup September 1991 - May 2010
Credit Suisse First Boston 1985 - 1991
First Boston Corporation 1985 - 1991
Skills
Alternative Investments, Banking, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Hedge Funds, IT Strategy, Integration, Investment Banking, Investments, Management, Mergers, Mergers & Acquisitions, Middle Office, PMO, Portfolio Management, Program Management, Project Portfolio..., Risk Management, SDLC, Series 7, Trading Systems, Vendor Management, Wealth Management, Electronic Trading, Series 63
Education
Fordham Gabelli School of Business 1977 — 1980
MBA, Finance
Georgetown University 1971 — 1975
BS, Psychology, Computer Science
Joseph Cantwell's Credit Suisse First Boston Experience May 1979 - May 1991
Job Chief Financial Officer at Hurley Consulting Associates Ltd.
Industry Pharmaceuticals
Experience
Hurley Consulting Associates Ltd. PresidentCantwell & CompanyMay 1991 - Present
Credit Suisse First Boston May 1979 - May 1991
Bank of New York Mellon May 1972 - May 1979
Education
University of Michigan - Stephen M. Ross School of Business 1970 — 1972
MBA, Finance
Fordham University 1966 — 1970
BA, Economics
Fordham Preparatory School 1962 — 1966
High School
Hurley Consulting Associates Ltd. PresidentCantwell & CompanyMay 1991 - Present
Credit Suisse First Boston May 1979 - May 1991
Bank of New York Mellon May 1972 - May 1979
Education
University of Michigan - Stephen M. Ross School of Business 1970 — 1972
MBA, Finance
Fordham University 1966 — 1970
BA, Economics
Fordham Preparatory School 1962 — 1966
High School
Chris Diffley's Credit Suisse First Boston Experience 2001 - Present
Job Managing Director at RockBridge Capital
Industry Investment Banking
Experience
RockBridge Capital March 2006 - Present
Credit Suisse First Boston 2001 - Present
Credit Suisse July 2001 - February 2006
KPMG August 1996 - August 1999
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
The Ohio State University Fisher College of Business 1991 — 1996
BSBA, Finance and Accounting
RockBridge Capital March 2006 - Present
Credit Suisse First Boston 2001 - Present
Credit Suisse July 2001 - February 2006
KPMG August 1996 - August 1999
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
The Ohio State University Fisher College of Business 1991 — 1996
BSBA, Finance and Accounting
Katherine Stilianesis's Credit Suisse First Boston Experience July 1997 - February 1998
Job Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young March 2012 - Present
Deloitte March 2011 - March 2012
Affiliated Physicians August 2010 - November 2010
Mount Sinai School of Medicine June 2009 - September 2010
Deloitte & Touche December 2000 - September 2008
Bayview Franchise Mortgage Acceptance Company February 1998 - December 2000
Credit Suisse First Boston July 1997 - February 1998
Skills
Valuation, Securitization, Financial Analysis, Finance, Financial Modeling, CMBS, Capital Markets, Portfolio Management, Risk Management, Due Diligence, Structured Finance, Corporate Finance, Commercial Real Estate, Investment Banking, Investments, Asset Management, Private Equity, Fixed Income
Education
Fordham University 1994 — 1997
Bachelors, International Finance/Marketing
Ernst & Young March 2012 - Present
Deloitte March 2011 - March 2012
Affiliated Physicians August 2010 - November 2010
Mount Sinai School of Medicine June 2009 - September 2010
Deloitte & Touche December 2000 - September 2008
Bayview Franchise Mortgage Acceptance Company February 1998 - December 2000
Credit Suisse First Boston July 1997 - February 1998
Skills
Valuation, Securitization, Financial Analysis, Finance, Financial Modeling, CMBS, Capital Markets, Portfolio Management, Risk Management, Due Diligence, Structured Finance, Corporate Finance, Commercial Real Estate, Investment Banking, Investments, Asset Management, Private Equity, Fixed Income
Education
Fordham University 1994 — 1997
Bachelors, International Finance/Marketing
Will Landers's Credit Suisse First Boston Experience 1999 - 2001
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock January 2002 - Present
Credit Suisse First Boston 1999 - 2001
Lehman Brothers 1994 - 1999
Bear Stearns 1991 - 1994
Skills
Equities, Financial Analysis, Financial Markets, Securities, Electronic Trading, Strategy, Latin America, ETFs, Asset Allocation, Capital Markets, Equity Valuation, Wealth Management, Trading Systems, Mutual Funds, Hedge Funds, Structured Products, Bonds, FX Options, Economics, Investor Relations, Business Strategy, Corporate Governance, Fixed Income, Risk Management, Derivatives, IPO, Due Diligence
Education
Georgetown University - The McDonough School of Business 1987 — 1991
BSBA, Finance and International Management
Stamford High School 1983 — 1987
BlackRock January 2002 - Present
Credit Suisse First Boston 1999 - 2001
Lehman Brothers 1994 - 1999
Bear Stearns 1991 - 1994
Skills
Equities, Financial Analysis, Financial Markets, Securities, Electronic Trading, Strategy, Latin America, ETFs, Asset Allocation, Capital Markets, Equity Valuation, Wealth Management, Trading Systems, Mutual Funds, Hedge Funds, Structured Products, Bonds, FX Options, Economics, Investor Relations, Business Strategy, Corporate Governance, Fixed Income, Risk Management, Derivatives, IPO, Due Diligence
Education
Georgetown University - The McDonough School of Business 1987 — 1991
BSBA, Finance and International Management
Stamford High School 1983 — 1987
Francis Lydon's Credit Suisse First Boston Experience March 1999 - March 2003
Job VP FX Operations at Fortis
Industry Banking
Experience
Fortis Bank 2004 - Present
Fortis February 2003 - Present
Credit Suisse First Boston March 1999 - March 2003
Education
Fordham University 2002 — 2012
in progress, Business
Fortis Bank 2004 - Present
Fortis February 2003 - Present
Credit Suisse First Boston March 1999 - March 2003
Education
Fordham University 2002 — 2012
in progress, Business
Fiachra O'Driscoll's Credit Suisse First Boston Experience 1995 - January 2003
Job Partner, Investment Fund
Industry Financial Services
Experience
Credit Suisse, New York February 2003 - 2008
Credit Suisse First Boston 1995 - January 2003
Credit Suisse First Boston 1992 - 1994
Bain & Company 1987 - 1990
Department of Foreign Affairs and Trade Ireland January 1982 - October 1982
Skills
Capital Markets, Fixed Income
Education
Harvard Business School 1990 — 1992
MBA, Business
Trinity College Dublin 1982 — 1987
BAI, Computer Engineering
Credit Suisse, New York February 2003 - 2008
Credit Suisse First Boston 1995 - January 2003
Credit Suisse First Boston 1992 - 1994
Bain & Company 1987 - 1990
Department of Foreign Affairs and Trade Ireland January 1982 - October 1982
Skills
Capital Markets, Fixed Income
Education
Harvard Business School 1990 — 1992
MBA, Business
Trinity College Dublin 1982 — 1987
BAI, Computer Engineering
Lateefah Burgess's Credit Suisse First Boston Experience 1998 - 1999
Job Director of Placement and Assessment at Peace Corps
Industry International Affairs
Experience
Peace Corps January 2015 - Present
Peace Corps September 2012 - January 2015
Peace Corps 2008 - September 2012
The Services Group 2007 - 2008
AECOM International Development 2007 - 2008
Peace Corps 2001 - 2004
Delta Associates 1999 - 2001
Credit Suisse First Boston 1998 - 1999
Skills
Capacity Building, Community Development, Community Outreach, French, International..., International Relations, NGOs, Policy Analysis, Program Evaluation, Proposal Writing, Research
Education
Georgetown University 2005 — 2007
M.S. Foreign Service, Commerce and Finance
Howard University 1993 — 1997
Intl. Business
Peace Corps January 2015 - Present
Peace Corps September 2012 - January 2015
Peace Corps 2008 - September 2012
The Services Group 2007 - 2008
AECOM International Development 2007 - 2008
Peace Corps 2001 - 2004
Delta Associates 1999 - 2001
Credit Suisse First Boston 1998 - 1999
Skills
Capacity Building, Community Development, Community Outreach, French, International..., International Relations, NGOs, Policy Analysis, Program Evaluation, Proposal Writing, Research
Education
Georgetown University 2005 — 2007
M.S. Foreign Service, Commerce and Finance
Howard University 1993 — 1997
Intl. Business
John Guster's Credit Suisse First Boston Experience 2000 - 2005
Job Institutional Equity Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2005 - Present
Credit Suisse First Boston 2000 - 2005
Schroders 1993 - 2000
Education
Fordham Gabelli School of Business 1990 — 1992
MBA, Finance
Indiana University Bloomington 1979 — 1983
B.S., Actuarial Science
Bank of America Merrill Lynch February 2005 - Present
Credit Suisse First Boston 2000 - 2005
Schroders 1993 - 2000
Education
Fordham Gabelli School of Business 1990 — 1992
MBA, Finance
Indiana University Bloomington 1979 — 1983
B.S., Actuarial Science
Bob Zimmel's Credit Suisse First Boston Experience July 1987 - May 1997
Job Controller & FinOp at NYPPEX Private Markets
Industry Financial Services
Experience
NYPPEX Private Markets December 2010 - Present
Seapine Securities, LLC August 2009 - May 2010
Morgan Stanley Dean Witter June 2009 - July 2009
HSBC Global Asset Management May 2008 - December 2008
JPMorgan Chase October 2006 - April 2008
FIMAT USA, LLC January 2005 - October 2006
Calyon January 2002 - January 2005
M. Safra & Co. August 1999 - August 2001
UBS May 1997 - June 1999
Credit Suisse First Boston July 1987 - May 1997
Education
Fordham University 1980 — 1981
MBA, Finance
Manhattan College 1974 — 1977
BBA, Managerial Sciences, 3.67/4.0
NYPPEX Private Markets December 2010 - Present
Seapine Securities, LLC August 2009 - May 2010
Morgan Stanley Dean Witter June 2009 - July 2009
HSBC Global Asset Management May 2008 - December 2008
JPMorgan Chase October 2006 - April 2008
FIMAT USA, LLC January 2005 - October 2006
Calyon January 2002 - January 2005
M. Safra & Co. August 1999 - August 2001
UBS May 1997 - June 1999
Credit Suisse First Boston July 1987 - May 1997
Education
Fordham University 1980 — 1981
MBA, Finance
Manhattan College 1974 — 1977
BBA, Managerial Sciences, 3.67/4.0
Hunter Lloyd's Credit Suisse First Boston Experience July 2009 - December 2013
Job Institutional Macro/ FX Sales
Industry Financial Services
Experience
Commonwealth Bank July 2015 - Present
Dataminr, Inc. July 2014 - Present
Credit Suisse First Boston July 2009 - December 2013
Credit Suisse June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Business Development, Business Strategy, Derivatives, Fixed Income, Investment Banking, Hedge Funds, Alternative Investments, New Business Development, Development Strategy, Emerging Markets, Options, Foreign Exchange, FX Options, Trading, Account Management, Strategic Partnerships, Managing Accounts, Sales, Marketing Strategy, Marketing, Integrated Marketing, Strategy, Portfolio Management, Bloomberg, Capital Markets, Structured Products
Education
Georgetown University 2005 — 2009
BSFS, International Economics
Groton School 2001 — 2005
Landon School
Commonwealth Bank July 2015 - Present
Dataminr, Inc. July 2014 - Present
Credit Suisse First Boston July 2009 - December 2013
Credit Suisse June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Business Development, Business Strategy, Derivatives, Fixed Income, Investment Banking, Hedge Funds, Alternative Investments, New Business Development, Development Strategy, Emerging Markets, Options, Foreign Exchange, FX Options, Trading, Account Management, Strategic Partnerships, Managing Accounts, Sales, Marketing Strategy, Marketing, Integrated Marketing, Strategy, Portfolio Management, Bloomberg, Capital Markets, Structured Products
Education
Georgetown University 2005 — 2009
BSFS, International Economics
Groton School 2001 — 2005
Landon School
Amy Butte's Credit Suisse First Boston Experience 2002 - 2003
Job Independent Trustee, Fidelity Investments Strategic Advisers Funds
Industry Financial Services
Experience
Wall Street Week April 2015 - Present
Fidelity Investments Strategic Advisers Funds September 2011 - Present
Accion International September 2008 - September 2014
Women's Forum of New York September 2010 - January 2014
TILE Financial September 2008 - January 2012
MF Global 2006 - 2008
NYSE 2004 - 2006
Credit Suisse First Boston 2002 - 2003
Bear Stearns 1999 - 2002
Merrill Lynch 1996 - 1999
Skills
Wealth Management, Hedge Funds, Equities, Mergers, IPOs, Research, Start-ups, Board Level, Finance, Strategy, Private Equity, Trading, Mergers & Acquisitions, Investments, IPO, Business Strategy, Strategic Partnerships, Financial Services, Electronic Trading, Entrepreneurship, Financial Markets, Alternative Investments, Capital Markets, Asset Management, Emerging Markets
Education
Harvard Business School 1995 — 1997
MBA
Yale University 1986 — 1990
BA, Political Science, Psychology
Wall Street Week April 2015 - Present
Fidelity Investments Strategic Advisers Funds September 2011 - Present
Accion International September 2008 - September 2014
Women's Forum of New York September 2010 - January 2014
TILE Financial September 2008 - January 2012
MF Global 2006 - 2008
NYSE 2004 - 2006
Credit Suisse First Boston 2002 - 2003
Bear Stearns 1999 - 2002
Merrill Lynch 1996 - 1999
Skills
Wealth Management, Hedge Funds, Equities, Mergers, IPOs, Research, Start-ups, Board Level, Finance, Strategy, Private Equity, Trading, Mergers & Acquisitions, Investments, IPO, Business Strategy, Strategic Partnerships, Financial Services, Electronic Trading, Entrepreneurship, Financial Markets, Alternative Investments, Capital Markets, Asset Management, Emerging Markets
Education
Harvard Business School 1995 — 1997
MBA
Yale University 1986 — 1990
BA, Political Science, Psychology
Liz Sloan's Credit Suisse First Boston Experience October 1996 - June 2001
Job Finance Professional
Industry Financial Services
Experience
W.G. Nielsen & Co. September 2003 - December 2008
Credit Suisse First Boston October 1996 - June 2001
Skills
Valuation, Corporate Finance, Investment Banking, Private Equity, Financial Modeling
Education
Harvard Business School 1991 — 1993
Master of Business Administration
Haverford College 1983 — 1987
Bachelor of Arts, Economics
W.G. Nielsen & Co. September 2003 - December 2008
Credit Suisse First Boston October 1996 - June 2001
Skills
Valuation, Corporate Finance, Investment Banking, Private Equity, Financial Modeling
Education
Harvard Business School 1991 — 1993
Master of Business Administration
Haverford College 1983 — 1987
Bachelor of Arts, Economics
Frank Bartolotta's Credit Suisse First Boston Experience May 1995 - September 2000
Job Real Estate Advisor and Realtor (New York and Florida)
Industry Real Estate
Experience
Self Employed April 2005 - Present
Lehman Brothers Holdings Inc. 2000 - 2006
Lehman Brothers 2000 - 2006
Credit Suisse First Boston May 1995 - September 2000
Morgan Stanley 1984 - 1995
White & Case September 1978 - June 1984
Skills
Asset Management, Due Diligence, Real Estate Economics, Real Estate, Valuation, Real Estate Transactions, Real Estate Development, Disposition, Investments, Corporate Real Estate, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Property Management, Financial Analysis, Capital Markets, Contract Negotiation, Private Equity, Leases, Investment Banking, Commercial Real Estate, Asset Managment, Mergers, Strategy
Education
Fordham University School of Law 1974 — 1978
JD, Law
Williams College 1966 — 1970
BA, Economics
Self Employed April 2005 - Present
Lehman Brothers Holdings Inc. 2000 - 2006
Lehman Brothers 2000 - 2006
Credit Suisse First Boston May 1995 - September 2000
Morgan Stanley 1984 - 1995
White & Case September 1978 - June 1984
Skills
Asset Management, Due Diligence, Real Estate Economics, Real Estate, Valuation, Real Estate Transactions, Real Estate Development, Disposition, Investments, Corporate Real Estate, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Property Management, Financial Analysis, Capital Markets, Contract Negotiation, Private Equity, Leases, Investment Banking, Commercial Real Estate, Asset Managment, Mergers, Strategy
Education
Fordham University School of Law 1974 — 1978
JD, Law
Williams College 1966 — 1970
BA, Economics
Robert Sigler's Credit Suisse First Boston Experience 1991 - 1993
Job CEO & Chairman at Global Trust Goup & Global Key Advisors
Industry Venture Capital & Private Equity
Experience
Global Trust Group 2004 - Present
Global Key Advisors September 2011 - Present
Partell Pharmacy 2004 - Present
Crimson Capital Partners 1998 - Present
Sanford C. Bernstein 2005 - 2008
Credit Suisse First Boston 1991 - 1993
Financial Accounting Foundation 1990 - 1991
Price Waterhouse 1989 - 1989
Skills
Investments, Equities, Investment Banking, Due Diligence, Alternative Investments, Asset Managment, Mergers, Asset Management, Corporate Finance, Management, Mergers & Acquisitions, Strategy, Corporate Governance, Investor Relations, Finance, Wealth Management, Management Consulting, Entrepreneurship, Strategic Planning, Start-ups, Executive Management, Accounting, Capital Markets, Fixed Income, Business Planning, Competitive Analysis, Financial Analysis, Corporate Development, Emerging Markets, Private Placements, Financial Structuring, Business Strategy, Real Estate, Bloomberg, LBO, Structured Finance
Education
Harvard Business School
Masters in Business Administration, Corporate Strategey, Finance, Management and Corporate Governance
Harvard University, John F. Kennedy School of Government
Coursework in Government & Business
Kansai Gaidai University
Concentration in Japanses Studies, Japanese language, hsitory, political science, 4.0
Massachusetts Institute of Technology
Coursework in Technology & Business
The University of Alabama
Bachelor of Science (BS), Accounting and Finance, 4.0
Global Trust Group 2004 - Present
Global Key Advisors September 2011 - Present
Partell Pharmacy 2004 - Present
Crimson Capital Partners 1998 - Present
Sanford C. Bernstein 2005 - 2008
Credit Suisse First Boston 1991 - 1993
Financial Accounting Foundation 1990 - 1991
Price Waterhouse 1989 - 1989
Skills
Investments, Equities, Investment Banking, Due Diligence, Alternative Investments, Asset Managment, Mergers, Asset Management, Corporate Finance, Management, Mergers & Acquisitions, Strategy, Corporate Governance, Investor Relations, Finance, Wealth Management, Management Consulting, Entrepreneurship, Strategic Planning, Start-ups, Executive Management, Accounting, Capital Markets, Fixed Income, Business Planning, Competitive Analysis, Financial Analysis, Corporate Development, Emerging Markets, Private Placements, Financial Structuring, Business Strategy, Real Estate, Bloomberg, LBO, Structured Finance
Education
Harvard Business School
Masters in Business Administration, Corporate Strategey, Finance, Management and Corporate Governance
Harvard University, John F. Kennedy School of Government
Coursework in Government & Business
Kansai Gaidai University
Concentration in Japanses Studies, Japanese language, hsitory, political science, 4.0
Massachusetts Institute of Technology
Coursework in Technology & Business
The University of Alabama
Bachelor of Science (BS), Accounting and Finance, 4.0
Betsy Bohlen's Credit Suisse First Boston Experience 1990 - 1992
Job COO at Archdiocese of Chicago
Industry Nonprofit Organization Management
Experience
Archdiocese of Chicago 2011 - Present
McKinsey & Company 1995 - 2011
Slovak American Enterprise Fund (Bratislava) 1994 - 1995
Credit Suisse First Boston 1990 - 1992
Skills
Management Consulting, Financial Modeling, Strategy, Mergers & Acquisitions, Finance, Investments, Leadership Development, Private Equity, Venture Capital, Financial Analysis, Corporate Development, Strategic Planning, Mergers, Business Strategy, Executive Management, Due Diligence, Leadership, Entrepreneurship
Education
Harvard Business School 1992 — 1994
MBA
University of Notre Dame 1986 — 1990
BA, Economics
Archdiocese of Chicago 2011 - Present
McKinsey & Company 1995 - 2011
Slovak American Enterprise Fund (Bratislava) 1994 - 1995
Credit Suisse First Boston 1990 - 1992
Skills
Management Consulting, Financial Modeling, Strategy, Mergers & Acquisitions, Finance, Investments, Leadership Development, Private Equity, Venture Capital, Financial Analysis, Corporate Development, Strategic Planning, Mergers, Business Strategy, Executive Management, Due Diligence, Leadership, Entrepreneurship
Education
Harvard Business School 1992 — 1994
MBA
University of Notre Dame 1986 — 1990
BA, Economics
Kevin Ford's Credit Suisse First Boston Experience 2005 - 2007
Job Vice President at Providence Equity Partners
Industry Venture Capital & Private Equity
Experience
Providence Equity Partners June 2015 - Present
GTCR Golder Rauner 2012 - May 2015
GTCR Golder Rauner 2007 - 2010
Credit Suisse First Boston 2005 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Private Equity, Corporate Finance, Financial Analysis, Investment Banking, Venture Capital, Corporate Development
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA
Providence Equity Partners June 2015 - Present
GTCR Golder Rauner 2012 - May 2015
GTCR Golder Rauner 2007 - 2010
Credit Suisse First Boston 2005 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Private Equity, Corporate Finance, Financial Analysis, Investment Banking, Venture Capital, Corporate Development
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA
Joseph Talia's Credit Suisse First Boston Experience 2003 - 2005
Job Partner at Marble Arch Investments
Industry Investment Management
Experience
Marble Arch Investments April 2010 - Present
Ziff Brothers Investments May 2009 - April 2010
HarbourVest Partners July 2005 - July 2007
Credit Suisse First Boston 2003 - 2005
Skills
Private Equity, Hedge Funds, Investments, Due Diligence, Valuation, LBO, Alternative Investments
Education
Harvard Business School 2007 — 2009
MBA
University of Michigan 1998 — 2003
BA, Finance, Accounting, Biology
Detroit Country Day
Marble Arch Investments April 2010 - Present
Ziff Brothers Investments May 2009 - April 2010
HarbourVest Partners July 2005 - July 2007
Credit Suisse First Boston 2003 - 2005
Skills
Private Equity, Hedge Funds, Investments, Due Diligence, Valuation, LBO, Alternative Investments
Education
Harvard Business School 2007 — 2009
MBA
University of Michigan 1998 — 2003
BA, Finance, Accounting, Biology
Detroit Country Day
James Egan's Credit Suisse First Boston Experience 1985 - 1996
Job Consultant
Industry Financial Services
Experience
Independent Consultant July 2011 - Present
Royal Bank of Scotland 2008 - 2009
Bear Stearns 1996 - 2008
Credit Suisse First Boston 1985 - 1996
Arthur Andersen (Accenture) 1980 - 1984
Skills
Derivatives, Fixed Income, Hedge Funds, Capital Markets, Structured Products, Bloomberg, Alternative Investments, Equities, Asset Management, Investment Banking, Bonds, Structured Finance, Trading, Portfolio Management, Securities, Series 7
Education
Harvard Business School 1984 — 1986
MBA, Finance
University of Virginia 1976 — 1980
BS, Commerce
Independent Consultant July 2011 - Present
Royal Bank of Scotland 2008 - 2009
Bear Stearns 1996 - 2008
Credit Suisse First Boston 1985 - 1996
Arthur Andersen (Accenture) 1980 - 1984
Skills
Derivatives, Fixed Income, Hedge Funds, Capital Markets, Structured Products, Bloomberg, Alternative Investments, Equities, Asset Management, Investment Banking, Bonds, Structured Finance, Trading, Portfolio Management, Securities, Series 7
Education
Harvard Business School 1984 — 1986
MBA, Finance
University of Virginia 1976 — 1980
BS, Commerce
Bernard Vullo's Credit Suisse First Boston Experience 2001 - 2005
Job Document Analyst at Empire Commercial Services
Industry Transportation/Trucking/Railroad
Experience
Empire Commercial Services April 2008 - Present
BEST CHOICE HOME REMODELING, INC. 2006 - 2008
CREDIT SUISSE FIRST BOSTON 2001 - 2005
DKB FINANCIAL PRODUCTS, INC. 1992 - 2001
NATIONAL WESTMINSTER BANK 1986 - 1992
MARINE MIDLAND BANK, N.A. 1981 - 1986
Skills
Computer Literate:..., General Ledger, Account Reconciliation, QuickBooks, Microsoft Word, PowerPoint, Managerial Finance, Corporate Finance
Education
Fordham University 1974 — 1978
BS, Finance/Accounting
Empire Commercial Services April 2008 - Present
BEST CHOICE HOME REMODELING, INC. 2006 - 2008
CREDIT SUISSE FIRST BOSTON 2001 - 2005
DKB FINANCIAL PRODUCTS, INC. 1992 - 2001
NATIONAL WESTMINSTER BANK 1986 - 1992
MARINE MIDLAND BANK, N.A. 1981 - 1986
Skills
Computer Literate:..., General Ledger, Account Reconciliation, QuickBooks, Microsoft Word, PowerPoint, Managerial Finance, Corporate Finance
Education
Fordham University 1974 — 1978
BS, Finance/Accounting
Candice Bradley's Credit Suisse First Boston Experience July 2004 - June 2006
Job VP, Strategy at Raymond James Bank
Industry Financial Services
Experience
Raymond James Bank July 2013 - Present
Raymond James Financial Inc. August 2011 - 2013
Code Hennessy & Simmons LLC July 2006 - May 2009
Credit Suisse First Boston July 2004 - June 2006
Skills
Valuation, Venture Capital, Investments, Financial Analysis, Corporate Finance, Financial Modeling, Private Equity, Investment Banking, Due Diligence, Hedge Funds, Asset Management, Emerging Markets, Finance, Business Strategy, Equities, Economics, Equity Research, Restructuring, Strategy, Corporate Development, Entrepreneurship, Business Valuation, Capital Markets, Mergers & Acquisitions, Strategic Planning, Portfolio Management
Education
Harvard Business School 2009 — 2011
MBA
University of Missouri-Columbia 2000 — 2004
BS, Finance
Raymond James Bank July 2013 - Present
Raymond James Financial Inc. August 2011 - 2013
Code Hennessy & Simmons LLC July 2006 - May 2009
Credit Suisse First Boston July 2004 - June 2006
Skills
Valuation, Venture Capital, Investments, Financial Analysis, Corporate Finance, Financial Modeling, Private Equity, Investment Banking, Due Diligence, Hedge Funds, Asset Management, Emerging Markets, Finance, Business Strategy, Equities, Economics, Equity Research, Restructuring, Strategy, Corporate Development, Entrepreneurship, Business Valuation, Capital Markets, Mergers & Acquisitions, Strategic Planning, Portfolio Management
Education
Harvard Business School 2009 — 2011
MBA
University of Missouri-Columbia 2000 — 2004
BS, Finance
Deborah Kinzer's Credit Suisse First Boston Experience 1995 - 1998
Job
Industry Nonprofit Organization Management
Experience
Theater Heritage Limited 2004 - Present
Standard & Poor's Ratings Services 2006 - 2012
Natixis (formerly IXIS) Capital Markets 1998 - 2006
Credit Suisse First Boston 1995 - 1998
Moody's Investors Service 1989 - 1995
County NatWest Securities 1986 - 1989
Japan Echo Inc. 1976 - 1984
Simul International, Inc. 1974 - 1976
Skills
Credit Analysis, Japanese to English..., Fixed Income, Equity Research, Capital Markets, Copy Editing, Japanese market, Japanese business..., Credit, Financial Analysis, High Yield Bonds, Banking, Entertainment Industry, Media Industries, Bonds, Investment Banking, Hedge Funds, Derivatives, Valuation, Financial Markets, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Management
Georgetown University 1969 — 1973
B.S., Japanese, Theoretical Linguistics, Magna cum laude
Theater Heritage Limited 2004 - Present
Standard & Poor's Ratings Services 2006 - 2012
Natixis (formerly IXIS) Capital Markets 1998 - 2006
Credit Suisse First Boston 1995 - 1998
Moody's Investors Service 1989 - 1995
County NatWest Securities 1986 - 1989
Japan Echo Inc. 1976 - 1984
Simul International, Inc. 1974 - 1976
Skills
Credit Analysis, Japanese to English..., Fixed Income, Equity Research, Capital Markets, Copy Editing, Japanese market, Japanese business..., Credit, Financial Analysis, High Yield Bonds, Banking, Entertainment Industry, Media Industries, Bonds, Investment Banking, Hedge Funds, Derivatives, Valuation, Financial Markets, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Management
Georgetown University 1969 — 1973
B.S., Japanese, Theoretical Linguistics, Magna cum laude
Laura Drynan, CFA's Credit Suisse First Boston Experience 1990 - 1999
Job Partner at Bourgeon Capital Management
Industry Investment Management
Experience
Bourgeon Capital Management March 2010 - Present
Barbenco Investment Advisors 2003 - May 2010
Credit Suisse First Boston 1990 - 1999
Skills
Asset Managment, Capital Markets, Corporate Finance, Customer Service, Equities, Equity Research, Financial Modeling, Investments, Valuation
Education
Georgetown University 1986 — 1990
BS, Mandarin Chinese
Bourgeon Capital Management March 2010 - Present
Barbenco Investment Advisors 2003 - May 2010
Credit Suisse First Boston 1990 - 1999
Skills
Asset Managment, Capital Markets, Corporate Finance, Customer Service, Equities, Equity Research, Financial Modeling, Investments, Valuation
Education
Georgetown University 1986 — 1990
BS, Mandarin Chinese
Laura Osgoodby's Credit Suisse First Boston Experience May 2001 - October 2004
Job Global Risk & Control Head Shared Services at Citigroup
Industry Banking
Experience
Citigroup February 2012 - Present
Citigroup October 2004 - January 2012
Credit Suisse First Boston May 2001 - October 2004
Comdisco 1990 - 1995
Skills
Vendor Management, Business Continuity, Information Security, Management, Financial Risk, Information Technology, Fraud, Risk Management, Fixed Income, Trading Systems, Equities, Derivatives, Banking, Capital Markets, Financial Services, SDLC, Investment Banking, Business Analysis, Portfolio Management, IT Strategy
Education
Gettysburg College 1982 — 1986
Bachelor of Arts (B.A.), Mathematics and Computer Science
Citigroup February 2012 - Present
Citigroup October 2004 - January 2012
Credit Suisse First Boston May 2001 - October 2004
Comdisco 1990 - 1995
Skills
Vendor Management, Business Continuity, Information Security, Management, Financial Risk, Information Technology, Fraud, Risk Management, Fixed Income, Trading Systems, Equities, Derivatives, Banking, Capital Markets, Financial Services, SDLC, Investment Banking, Business Analysis, Portfolio Management, IT Strategy
Education
Gettysburg College 1982 — 1986
Bachelor of Arts (B.A.), Mathematics and Computer Science
Davis Eric's Credit Suisse First Boston Experience March 1995 - September 2003
Job
Industry Investment Banking
Experience
WestLB Bank November 2005 - Present
WestLB Bank New York December 2004 - November 2005
Credit Suisse First Boston March 1995 - September 2003
Credit Suisse Bank September 1991 - March 1995
Credit Suisse Bank September 1988 - September 1991
First Republicbank International September 1987 - September 1988
Education
Hampton University 1983 — 1987
Accounting
WestLB Bank November 2005 - Present
WestLB Bank New York December 2004 - November 2005
Credit Suisse First Boston March 1995 - September 2003
Credit Suisse Bank September 1991 - March 1995
Credit Suisse Bank September 1988 - September 1991
First Republicbank International September 1987 - September 1988
Education
Hampton University 1983 — 1987
Accounting
Stacy Jolly Marshalleck's Credit Suisse First Boston Experience September 2001 - February 2005
Job Vice President
Industry Investment Management
Experience
Credit Suisse Asset Management LLC January 2009 - Present
Credit Suisse Asset Management LLC February 2005 - December 2008
Credit Suisse First Boston September 2001 - February 2005
Price Waterhouse Coopers October 1998 - September 2001
Skills
Investment Management, Broker-Dealer, Hedge Fund of Funds, Hedge Funds, Mutual Funds, Internal Controls, Internal Audit, Compilation Of..., Financial Audits, Financial Reporting, Financial Accounting, Analytical Reviews, Financial Analysis, Public Accounting (Big..., Operational Risk, Middle Office, Compliance, Project Management, Derivatives, Fund Accounting
Education
Florida International University - College of Business Administration
Master of Science (MS), Finance
University of the West Indies
Bachelor of Science (BS), Accounting and Economics
Credit Suisse Asset Management LLC January 2009 - Present
Credit Suisse Asset Management LLC February 2005 - December 2008
Credit Suisse First Boston September 2001 - February 2005
Price Waterhouse Coopers October 1998 - September 2001
Skills
Investment Management, Broker-Dealer, Hedge Fund of Funds, Hedge Funds, Mutual Funds, Internal Controls, Internal Audit, Compilation Of..., Financial Audits, Financial Reporting, Financial Accounting, Analytical Reviews, Financial Analysis, Public Accounting (Big..., Operational Risk, Middle Office, Compliance, Project Management, Derivatives, Fund Accounting
Education
Florida International University - College of Business Administration
Master of Science (MS), Finance
University of the West Indies
Bachelor of Science (BS), Accounting and Economics
Christina Joseph's Credit Suisse First Boston Experience May 2000 - August 2000
Job Counsel at The CocaCola Company
Industry Law Practice
Experience
The Coca-Cola Company July 2013 - Present
Credigy November 2010 - June 2013
King & Spalding LLP September 2007 - December 2009
The Georgia Justice Project July 2006 - August 2006
Coweta County School System - Northgate High School July 2002 - May 2004
Educational Community Involvement Program August 2000 - May 2001
Credit Suisse First Boston May 2000 - August 2000
Skills
Legal Research, Corporate Law, Corporate Governance, Mergers & Acquisitions, Due Diligence, Legal Writing, Private Equity, Legal Advice, Contract Negotiation
Education
University of Chicago Law School 2004 — 2007
Juris Doctorate
Georgetown University 1997 — 2001
B.S., Business Administration
The Coca-Cola Company July 2013 - Present
Credigy November 2010 - June 2013
King & Spalding LLP September 2007 - December 2009
The Georgia Justice Project July 2006 - August 2006
Coweta County School System - Northgate High School July 2002 - May 2004
Educational Community Involvement Program August 2000 - May 2001
Credit Suisse First Boston May 2000 - August 2000
Skills
Legal Research, Corporate Law, Corporate Governance, Mergers & Acquisitions, Due Diligence, Legal Writing, Private Equity, Legal Advice, Contract Negotiation
Education
University of Chicago Law School 2004 — 2007
Juris Doctorate
Georgetown University 1997 — 2001
B.S., Business Administration
Gary Galante's Credit Suisse First Boston Experience August 2004 - April 2006
Job Executive Director, Instant World Booking
Industry Leisure, Travel & Tourism
Experience
Instant World Booking January 2002 - Present
Goldman Sachs May 2006 - December 2006
Credit Suisse First Boston August 2004 - April 2006
Resources Global Professionals 2004 - 2006
Zurich Financial Services 2002 - 2003
JP Morgan Chase July 1992 - December 2001
Credit Suisse First Boston April 1987 - July 1992
Skills
Management Consulting, Website Development, Risk Management, Financial Analysis, Web Development, Travel Management, Business Analysis, Online Travel, Business Strategy, Financial Modeling, Change Management, Travel Writing, Strategic Planning, Fixed Income, Hotel Booking, Investment Banking, Asset Managment, Equities, Derivatives, Business Travel, Finance, Adventure Travel, Genealogy, Web Design, Boutique Hotels, Photojournalism, Journalism, Hospitality, Management, Budgets
Education
Fordham University 1985 — 1986
MBA, Finance
New York University 1982 — 1985
BA, Journalism, Public Relations
Chaminade High School 1978 — 1982
Instant World Booking January 2002 - Present
Goldman Sachs May 2006 - December 2006
Credit Suisse First Boston August 2004 - April 2006
Resources Global Professionals 2004 - 2006
Zurich Financial Services 2002 - 2003
JP Morgan Chase July 1992 - December 2001
Credit Suisse First Boston April 1987 - July 1992
Skills
Management Consulting, Website Development, Risk Management, Financial Analysis, Web Development, Travel Management, Business Analysis, Online Travel, Business Strategy, Financial Modeling, Change Management, Travel Writing, Strategic Planning, Fixed Income, Hotel Booking, Investment Banking, Asset Managment, Equities, Derivatives, Business Travel, Finance, Adventure Travel, Genealogy, Web Design, Boutique Hotels, Photojournalism, Journalism, Hospitality, Management, Budgets
Education
Fordham University 1985 — 1986
MBA, Finance
New York University 1982 — 1985
BA, Journalism, Public Relations
Chaminade High School 1978 — 1982
Robert Dahl's Credit Suisse First Boston Experience 1986 - 1999
Job Managing Director at WRD Capital
Industry Venture Capital & Private Equity
Experience
WRD Capital March 2012 - Present
Arrowhawk Capital Partners August 2009 - March 2012
The Carlyle Group 1999 - 2006
Credit Suisse First Boston 1986 - 1999
Skills
Private Equity, Alternative Investments, Venture Capital, Hedge Funds, Financial Analysis
Education
Harvard Business School 1981 — 1983
MBA
Middlebury College 1974 — 1978
BA, Economics
WRD Capital March 2012 - Present
Arrowhawk Capital Partners August 2009 - March 2012
The Carlyle Group 1999 - 2006
Credit Suisse First Boston 1986 - 1999
Skills
Private Equity, Alternative Investments, Venture Capital, Hedge Funds, Financial Analysis
Education
Harvard Business School 1981 — 1983
MBA
Middlebury College 1974 — 1978
BA, Economics
Sue Santon's Credit Suisse First Boston Experience 1987 - 1989
Job Associate Vice Chancellor Capital Planning and Finance at UCLA
Industry Education Management
Experience
UCLA 1990 - Present
Credit Suisse First Boston 1987 - 1989
Morgan Stanley 1981 - 1987
Skills
Strategic Planning, Non-profits, Higher Education, Community Outreach, Research, Nonprofits, Program Development, Fundraising, Teaching, Grant Writing, Public Speaking, Leadership, Program Evaluation, Management
Education
Harvard Business School 1979 — 1981
MBA, Finance
Smith College 1973 — 1977
BA, Economics
Northampton high school
UCLA 1990 - Present
Credit Suisse First Boston 1987 - 1989
Morgan Stanley 1981 - 1987
Skills
Strategic Planning, Non-profits, Higher Education, Community Outreach, Research, Nonprofits, Program Development, Fundraising, Teaching, Grant Writing, Public Speaking, Leadership, Program Evaluation, Management
Education
Harvard Business School 1979 — 1981
MBA, Finance
Smith College 1973 — 1977
BA, Economics
Northampton high school
Dean Cederquist's Credit Suisse First Boston Experience 1996 - 2000
Job Managing Director at KBS Capital Advisors
Industry Real Estate
Experience
KBS Capital Advisors Co-founderHigh Rise Partners1999 - 2002
Credit Suisse 1996 - 2000
Credit Suisse 1996 - 2000
Credit Suisse First Boston 1996 - 2000
Skills
Real Estate Private..., Financial Structuring, Valuation, Real Estate Development, Sales, Real Estate, Portfolio Management, Strategic Planning, Contract Negotiation, Finance, Commercial Real Estate, Financial Modeling, Location Intelligence, Leases, Customer Service, Due Diligence, Budgets, Alternative Investments, Real Estate Transactions, Asset Management, Brokerage, Disposition, Real Estate Economics, Structured Finance, Mergers & Acquisitions, Asset Managment, Project Management, Acquisitions, Sales Management, Corporate Real Estate, Investments, Investment Properties, Financial Analysis, New Business Development, Business Development, Underwriting, Start-ups, Property Management, Private Equity, Capital Markets, Entrepreneurship, CMBS, Real Estate Financing, Venture Capital, Negotiation, Team Building, Business Strategy, Investors
Education
Harvard Business School 1983 — 1985
MBA, Business
KBS Capital Advisors Co-founderHigh Rise Partners1999 - 2002
Credit Suisse 1996 - 2000
Credit Suisse 1996 - 2000
Credit Suisse First Boston 1996 - 2000
Skills
Real Estate Private..., Financial Structuring, Valuation, Real Estate Development, Sales, Real Estate, Portfolio Management, Strategic Planning, Contract Negotiation, Finance, Commercial Real Estate, Financial Modeling, Location Intelligence, Leases, Customer Service, Due Diligence, Budgets, Alternative Investments, Real Estate Transactions, Asset Management, Brokerage, Disposition, Real Estate Economics, Structured Finance, Mergers & Acquisitions, Asset Managment, Project Management, Acquisitions, Sales Management, Corporate Real Estate, Investments, Investment Properties, Financial Analysis, New Business Development, Business Development, Underwriting, Start-ups, Property Management, Private Equity, Capital Markets, Entrepreneurship, CMBS, Real Estate Financing, Venture Capital, Negotiation, Team Building, Business Strategy, Investors
Education
Harvard Business School 1983 — 1985
MBA, Business
John Seitz's Credit Suisse First Boston Experience June 1993 - July 1996
Job Managing Director at Foundation Financial Research, LLC
Industry Investment Management
Experience
Foundation Financial Research, LLC November 2013 - Present
Chesapeake Asset Management, LLC January 2011 - March 2013
ReachCapital Management October 2000 - March 2011
Putnam Investments July 1998 - October 2000
Credit Suisse First Boston June 1993 - July 1996
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Accounting
Georgetown University 1988 — 1992
BA, History, Economics
Foundation Financial Research, LLC November 2013 - Present
Chesapeake Asset Management, LLC January 2011 - March 2013
ReachCapital Management October 2000 - March 2011
Putnam Investments July 1998 - October 2000
Credit Suisse First Boston June 1993 - July 1996
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Accounting
Georgetown University 1988 — 1992
BA, History, Economics
Mark Ghatan's Credit Suisse First Boston Experience January 2007 - September 2007
Job Attorney at Ghatan, P.C.
Industry Law Practice
Experience
Ghatan, P.C. January 2014 - Present
American Express June 2012 - September 2014
Top 50 Law Firms June 2011 - June 2012
OmniWatch Intelligence Services September 2008 - June 2011
Department of Justice, Narcotics and Dangerous Drugs Section May 2009 - August 2009
The Honorable Arthur J May 2008 - August 2008
Kings County District Attorney's Office September 2007 - May 2008
Credit Suisse First Boston January 2007 - September 2007
Milberg LLP 2004 - 2006
Major League Soccer 2002 - 2003
Education
Fordham University School of Law 2008 — 2010
J.D, May 2010
St. John's University School of Law 2007 — 2008
New York University - Leonard N. Stern School of Business 1999 — 2003
Bachelor of Science, Marketing and International Business
Ghatan, P.C. January 2014 - Present
American Express June 2012 - September 2014
Top 50 Law Firms June 2011 - June 2012
OmniWatch Intelligence Services September 2008 - June 2011
Department of Justice, Narcotics and Dangerous Drugs Section May 2009 - August 2009
The Honorable Arthur J May 2008 - August 2008
Kings County District Attorney's Office September 2007 - May 2008
Credit Suisse First Boston January 2007 - September 2007
Milberg LLP 2004 - 2006
Major League Soccer 2002 - 2003
Education
Fordham University School of Law 2008 — 2010
J.D, May 2010
St. John's University School of Law 2007 — 2008
New York University - Leonard N. Stern School of Business 1999 — 2003
Bachelor of Science, Marketing and International Business
Marcello Santomauro's Credit Suisse First Boston Experience 2004 - 2005
Job VP Finance at Citigroup
Industry Financial Services
Experience
Citi 2008 - Present
Citi 2005 - 2008
Credit Suisse First Boston 2004 - 2005
Deutsche Bank 2001 - 2004
Deutsche Bank 1997 - 2001
Skills
Product Control, Credit Derivatives, Derivatives, Valuation, Capital Markets, Financial Analysis, Investment Banking, Financial Modeling, Equity Derivatives, Fixed Income, Middle Office, Corporate Finance, Equities, Emerging Markets, Finance, Bloomberg, Banking
Education
Fordham Gabelli School of Business
MBA, Finance
Xaverian HS
Citi 2008 - Present
Citi 2005 - 2008
Credit Suisse First Boston 2004 - 2005
Deutsche Bank 2001 - 2004
Deutsche Bank 1997 - 2001
Skills
Product Control, Credit Derivatives, Derivatives, Valuation, Capital Markets, Financial Analysis, Investment Banking, Financial Modeling, Equity Derivatives, Fixed Income, Middle Office, Corporate Finance, Equities, Emerging Markets, Finance, Bloomberg, Banking
Education
Fordham Gabelli School of Business
MBA, Finance
Xaverian HS
Robert Showers's Credit Suisse First Boston Experience March 2001 - May 2006
Job Partner, Peak Ridge Capital Group LLC
Industry Banking
Experience
Peak Ridge Capital Group July 2014 - Present
UBS Securities LLC June 2010 - February 2014
Barclays Capital June 2008 - April 2010
Barclays Capital June 2006 - June 2008
Credit Suisse First Boston March 2001 - May 2006
GFI Group June 1993 - August 2000
Skills
Futures and Options, Fixed Income, Options, Electronic Trading, Interest Rate..., Alternative Investments, Asset Management, Hedge Funds, Equities, Derivatives, Capital Markets, Investment Banking, Trading Systems, Financial Markets, Structured Products, Equity Derivatives, Trading, FX Options, Bloomberg, Commodity Futures, Dodd-Frank, Clearing Houses, Interest Rate Swaps, Rates, Swaps, Prime Brokerage, Volatility, Commodity
Education
Hamilton College 1989 — 1993
Bachelor's Degree, Comparative Political Studies
Peak Ridge Capital Group July 2014 - Present
UBS Securities LLC June 2010 - February 2014
Barclays Capital June 2008 - April 2010
Barclays Capital June 2006 - June 2008
Credit Suisse First Boston March 2001 - May 2006
GFI Group June 1993 - August 2000
Skills
Futures and Options, Fixed Income, Options, Electronic Trading, Interest Rate..., Alternative Investments, Asset Management, Hedge Funds, Equities, Derivatives, Capital Markets, Investment Banking, Trading Systems, Financial Markets, Structured Products, Equity Derivatives, Trading, FX Options, Bloomberg, Commodity Futures, Dodd-Frank, Clearing Houses, Interest Rate Swaps, Rates, Swaps, Prime Brokerage, Volatility, Commodity
Education
Hamilton College 1989 — 1993
Bachelor's Degree, Comparative Political Studies
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS