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
David J Luftig David J Luftig's Credit Suisse First Boston Experience September 1987 - 1994
Job Business Development/Customer Service at an Innovative Forward Looking Company that Strives to be a Leader in its Field
Industry Photography
Experience
David Luftig January 1987 - Present
Taylor & Ives February 2011 - June 2011
Zitomer Pharmacy January 1999 - September 2010
Carlyle Photo January 1996 - December 1998
Freelance Graphic Artist, Photographer and Computer Graphic Specialist 1995 - 1996
Credit Suisse First Boston September 1987 - 1994
Great Oxford Commercial Ltd. 1982 - 1987
Columbia Pictures August 1980 - 1982
Skills
Advertising, Editorial, Creative Direction, Social Media, Event Management, Marketing, Image Manipulation, Publishing, Marketing Strategy, Graphic Design, Digital Imaging, Public Speaking, Web Design, WordPress, Portrait Photography, Photoshop, Entertainment, Posters, Fashion, Entrepreneurship, Brand Development, Commercial Photography, Management, Marketing Communications, Digital Strategy, Digital Marketing, Newsletters, Online Marketing, Adobe Creative Suite, Video, InDesign, Leadership, Copywriting, Illustrator, New Media, Email Marketing, Public Relations, Digital Media, Blogging, Art
Education
The Chubb Institute 2000 — 2001
Certificate, Web Programming
University of Pennsylvania 1976 — 1980
BA, Theater, History of Sociology & Science
Pratt Institute
Industrial Design - Summer Program
David Luftig January 1987 - Present
Taylor & Ives February 2011 - June 2011
Zitomer Pharmacy January 1999 - September 2010
Carlyle Photo January 1996 - December 1998
Freelance Graphic Artist, Photographer and Computer Graphic Specialist 1995 - 1996
Credit Suisse First Boston September 1987 - 1994
Great Oxford Commercial Ltd. 1982 - 1987
Columbia Pictures August 1980 - 1982
Skills
Advertising, Editorial, Creative Direction, Social Media, Event Management, Marketing, Image Manipulation, Publishing, Marketing Strategy, Graphic Design, Digital Imaging, Public Speaking, Web Design, WordPress, Portrait Photography, Photoshop, Entertainment, Posters, Fashion, Entrepreneurship, Brand Development, Commercial Photography, Management, Marketing Communications, Digital Strategy, Digital Marketing, Newsletters, Online Marketing, Adobe Creative Suite, Video, InDesign, Leadership, Copywriting, Illustrator, New Media, Email Marketing, Public Relations, Digital Media, Blogging, Art
Education
The Chubb Institute 2000 — 2001
Certificate, Web Programming
University of Pennsylvania 1976 — 1980
BA, Theater, History of Sociology & Science
Pratt Institute
Industrial Design - Summer Program
Matthew Lowell Matthew Lowell's Credit Suisse First Boston Experience April 2000 - May 2001
Job Finance Executive Scaling Technology Companies ➤ M&A | Strategic Growth | Capital Raising | IPO
Industry Medical Devices
Experience
Varian Medical Systems April 2013 - Present
Abbott Medical Optics March 2009 - March 2013
Advanced Medical Optics December 2002 - February 2009
Credit Suisse First Boston April 2000 - May 2001
Donaldson, Lufkin & Jenrette August 1997 - April 2000
NationsBank Investment Banking June 1992 - June 1995
Skills
Product Development, Due Diligence, Financial Modeling, Strategic Planning, Business Development, Financial Analysis, Project Management, Licensing, Balanced Scorecard, Strategy Execution, Stage-Gate, Medical Devices, Mergers, Acquisitions, Strategic Alliances, Negotiation, Contractual Agreements, Strategic Financial..., Deal Sourcing, Financial Management..., Business Process..., Cross-functional Team..., Executive Presentation..., Market Assessments, Mergers & Acquisitions, Market Analysis, Forecasting, Valuation, Financial Planning, Strategy
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA
University of North Carolina at Chapel Hill 1988 — 1992
Bachelor’s Degree
Varian Medical Systems April 2013 - Present
Abbott Medical Optics March 2009 - March 2013
Advanced Medical Optics December 2002 - February 2009
Credit Suisse First Boston April 2000 - May 2001
Donaldson, Lufkin & Jenrette August 1997 - April 2000
NationsBank Investment Banking June 1992 - June 1995
Skills
Product Development, Due Diligence, Financial Modeling, Strategic Planning, Business Development, Financial Analysis, Project Management, Licensing, Balanced Scorecard, Strategy Execution, Stage-Gate, Medical Devices, Mergers, Acquisitions, Strategic Alliances, Negotiation, Contractual Agreements, Strategic Financial..., Deal Sourcing, Financial Management..., Business Process..., Cross-functional Team..., Executive Presentation..., Market Assessments, Mergers & Acquisitions, Market Analysis, Forecasting, Valuation, Financial Planning, Strategy
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA
University of North Carolina at Chapel Hill 1988 — 1992
Bachelor’s Degree
Adam Hentze Adam Hentze's Credit Suisse First Boston Experience 2003 - 2005
Job Vice President, RoundTable Healthcare Partners
Industry Venture Capital & Private Equity
Experience
RoundTable Healthcare Partners July 2010 - Present
Abbott Laboratories June 2009 - August 2009
GTCR Golder Rauner July 2005 - June 2008
Credit Suisse First Boston 2003 - 2005
Skills
Financial Modeling, Private Equity, Valuation, Corporate Finance, Mergers & Acquisitions, Due Diligence, LBO, Venture Capital
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS in Finance
RoundTable Healthcare Partners July 2010 - Present
Abbott Laboratories June 2009 - August 2009
GTCR Golder Rauner July 2005 - June 2008
Credit Suisse First Boston 2003 - 2005
Skills
Financial Modeling, Private Equity, Valuation, Corporate Finance, Mergers & Acquisitions, Due Diligence, LBO, Venture Capital
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS in Finance
Shazia Sarker Shazia Sarker's Credit Suisse First Boston Experience March 1999 - April 2001
Job Banking Industry
Industry Banking
Experience
JPMorgan Chase October 2004 - January 2007
JPMorgan Chase October 2003 - June 2004
Credit Suisse First Boston March 1999 - April 2001
Grameen Bank February 1998 - February 1999
Swiss Bank Corporation May 1996 - July 1997
Swiss Bank Corporation November 1994 - May 1996
Federal Reserve Bank of New York August 1993 - October 1994
Education
New York University 2001 — 2003
M.A. in Economics
University of Virginia 1989 — 1993
B.S. in Commerce
JPMorgan Chase October 2004 - January 2007
JPMorgan Chase October 2003 - June 2004
Credit Suisse First Boston March 1999 - April 2001
Grameen Bank February 1998 - February 1999
Swiss Bank Corporation May 1996 - July 1997
Swiss Bank Corporation November 1994 - May 1996
Federal Reserve Bank of New York August 1993 - October 1994
Education
New York University 2001 — 2003
M.A. in Economics
University of Virginia 1989 — 1993
B.S. in Commerce
Bo Crowell Bo Crowell's Credit Suisse First Boston Experience July 2001 - June 2007
Job Managing Director / Healthcare Investment Banking at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2009 - Present
Citi August 2007 - August 2009
Credit Suisse First Boston July 2001 - June 2007
ZS Associates July 1995 - March 1999
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Northwestern University 1991 — 1995
BA
UBS Investment Bank August 2009 - Present
Citi August 2007 - August 2009
Credit Suisse First Boston July 2001 - June 2007
ZS Associates July 1995 - March 1999
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Northwestern University 1991 — 1995
BA
Craig Zeldin Craig Zeldin's Credit Suisse First Boston Experience 1996 - 1998
Job CoFounder & Chief Product Officer at RevJet
Industry Internet
Experience
RevJet October 2014 - Present
LifeStreet Corporation November 2006 - October 2014
Claria July 2000 - November 2006
Credit Suisse First Boston 1996 - 1998
Peers & Co. 1995 - 1996
Skills
Customer Acquisition, Media Buying, Product Marketing, Business Development, Ad Networks, Online Advertising, Product Management, Mobile Devices, Mobile Advertising, Lead Generation, Analytics, Digital Marketing, Marketing, Advertising, Web Analytics, Strategic Partnerships, Mobile Marketing, Online Marketing, Display Advertising, RTB, Digital Strategy, Awesomeness, General Awesomeness
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Marketing, Finance
University of Michigan 1991 — 1995
BBA, Finance
RevJet October 2014 - Present
LifeStreet Corporation November 2006 - October 2014
Claria July 2000 - November 2006
Credit Suisse First Boston 1996 - 1998
Peers & Co. 1995 - 1996
Skills
Customer Acquisition, Media Buying, Product Marketing, Business Development, Ad Networks, Online Advertising, Product Management, Mobile Devices, Mobile Advertising, Lead Generation, Analytics, Digital Marketing, Marketing, Advertising, Web Analytics, Strategic Partnerships, Mobile Marketing, Online Marketing, Display Advertising, RTB, Digital Strategy, Awesomeness, General Awesomeness
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Marketing, Finance
University of Michigan 1991 — 1995
BBA, Finance
Swann Smith Swann Smith's Credit Suisse First Boston Experience August 1998 - December 2001
Job Illustrator, Graphic Designer
Industry Graphic Design
Experience
Swann Studio January 2002 - Present
Credit Suisse First Boston August 1998 - December 2001
Swann Design October 1992 - July 1998
Advanced Creative Technology, Inc. December 1989 - August 1992
Skills
InDesign, Photoshop, Illustrator, Graphic Design, Art Direction, Logo Design, Web Design, Adobe Creative Suite, Posters, Brochures, Graphics, Art, Painting, Dreamweaver, Mac, Wordpress, HTML, Logos, CSS, Wacom Tablet, QuarkXPress, User Interface Design
Education
Pratt Institute 1985 — 1989
BFA, Communication Design
Swann Studio January 2002 - Present
Credit Suisse First Boston August 1998 - December 2001
Swann Design October 1992 - July 1998
Advanced Creative Technology, Inc. December 1989 - August 1992
Skills
InDesign, Photoshop, Illustrator, Graphic Design, Art Direction, Logo Design, Web Design, Adobe Creative Suite, Posters, Brochures, Graphics, Art, Painting, Dreamweaver, Mac, Wordpress, HTML, Logos, CSS, Wacom Tablet, QuarkXPress, User Interface Design
Education
Pratt Institute 1985 — 1989
BFA, Communication Design
Carl Rudnick's Credit Suisse First Boston Experience 1990 - 1996
Job Resident at sukhavati
Industry Philanthropy
Experience
sukhavati March 2011 - Present
Lorel Marketing Group April 1996 - March 2011
Credit Suisse First Boston 1990 - 1996
Kidder Peabody 1986 - 1989
Skills
Strategic Planning, Marketing Strategy, Mergers, Team Building, Customer Relations, Market Research, Customer Service, Leadership, Marketing, Direct Marketing, CRM, Strategy, Business Strategy, New Business Development, Marketing Communications, Product Development, Online Advertising, Advertising, Interactive Marketing, B2B, Email Marketing, Integrated Marketing, Brand Development, Online Marketing, Lead Generation, Social Media Marketing, Analytics, Competitive Analysis, Digital Strategy, Digital Marketing, Direct Mail, Multi-channel Marketing, Mobile Marketing, Market Planning, Customer Acquisition, B2B Marketing, Database Marketing, Product Marketing, Account Management, Media Planning, Segmentation, E-commerce, Brand Management, SEO, Marketing Research, SEM, Web Analytics, Relationship Marketing, PPC, Content Strategy
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Penn State University 1975 — 1979
BS, finance
sukhavati March 2011 - Present
Lorel Marketing Group April 1996 - March 2011
Credit Suisse First Boston 1990 - 1996
Kidder Peabody 1986 - 1989
Skills
Strategic Planning, Marketing Strategy, Mergers, Team Building, Customer Relations, Market Research, Customer Service, Leadership, Marketing, Direct Marketing, CRM, Strategy, Business Strategy, New Business Development, Marketing Communications, Product Development, Online Advertising, Advertising, Interactive Marketing, B2B, Email Marketing, Integrated Marketing, Brand Development, Online Marketing, Lead Generation, Social Media Marketing, Analytics, Competitive Analysis, Digital Strategy, Digital Marketing, Direct Mail, Multi-channel Marketing, Mobile Marketing, Market Planning, Customer Acquisition, B2B Marketing, Database Marketing, Product Marketing, Account Management, Media Planning, Segmentation, E-commerce, Brand Management, SEO, Marketing Research, SEM, Web Analytics, Relationship Marketing, PPC, Content Strategy
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Penn State University 1975 — 1979
BS, finance
Keith Conrad's Credit Suisse First Boston Experience July 2001 - December 2001
Job Chief Operating Officer at 3G Productions, Inc.
Industry Entertainment
Experience
3G Productions, Inc. September 2012 - Present
MC Property Management Corp February 2004 - Present
Scout Showroom, Inc. August 2009 - September 2012
Prudential Capital Group January 2002 - February 2004
Credit Suisse First Boston July 2001 - December 2001
Skills
Valuation, Investment Banking, Loans, Asset Management, Leases, Real Estate, Finance, Equities, Competitive Analysis, Venture Capital, Portfolio Management, Management, Entrepreneurship, Financial Analysis, Corporate Finance, Financial Modeling, Marketing, Securities, Due Diligence, Investments, Private Equity, Mergers & Acquisitions, Property Management, Start-ups, Executive Management, Small Business, Real Estate Economics, Sound Systems, Strategy, LBO, Leveraged Finance, Business Valuation
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, Management & Organizations and Entrepreneurship
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Finance
3G Productions, Inc. September 2012 - Present
MC Property Management Corp February 2004 - Present
Scout Showroom, Inc. August 2009 - September 2012
Prudential Capital Group January 2002 - February 2004
Credit Suisse First Boston July 2001 - December 2001
Skills
Valuation, Investment Banking, Loans, Asset Management, Leases, Real Estate, Finance, Equities, Competitive Analysis, Venture Capital, Portfolio Management, Management, Entrepreneurship, Financial Analysis, Corporate Finance, Financial Modeling, Marketing, Securities, Due Diligence, Investments, Private Equity, Mergers & Acquisitions, Property Management, Start-ups, Executive Management, Small Business, Real Estate Economics, Sound Systems, Strategy, LBO, Leveraged Finance, Business Valuation
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, Management & Organizations and Entrepreneurship
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Finance
Viren Wong, MBA, CFA, CPA, PRM's Credit Suisse First Boston Experience December 1999 - March 2003
Job
Industry Investment Management
Experience
Global Investment Division of a Chinese Financial Institution April 2015 - Present
Bow River Energy Ltd. February 2013 - April 2015
Full Cycle Energy Investment Management April 2003 - April 2015
Skope Energy Inc. May 2010 - February 2013
Ehkyu Greentech Limited November 2010 - September 2011
BFW Capital Management Ltd. May 2008 - December 2009
Mbience Corporation 2006 - 2008
Credit Suisse First Boston December 1999 - March 2003
Manulife Financial June 1998 - November 1999
Skills
Energy, Investments, Asset Management, Portfolio Management, Valuation, Financial Analysis, Asset Managment, Corporate Finance, Hedge Funds, Capital Markets, Equities, Equity Research, Risk Management, Start-ups, Venture Capital, Due Diligence, Financial Modeling, Mergers & Acquisitions
Education
Kellogg School of Management 2013 — 2014
Executive MBA
York University - Schulich School of Business 2013 — 2014
Executive MBA
University of Toronto 1994 — 1997
Bachelor of Commerce, Specialist in Commerce and Finance, Major in Computer Science
Diocesan Boys' School 1988 — 1992
Global Investment Division of a Chinese Financial Institution April 2015 - Present
Bow River Energy Ltd. February 2013 - April 2015
Full Cycle Energy Investment Management April 2003 - April 2015
Skope Energy Inc. May 2010 - February 2013
Ehkyu Greentech Limited November 2010 - September 2011
BFW Capital Management Ltd. May 2008 - December 2009
Mbience Corporation 2006 - 2008
Credit Suisse First Boston December 1999 - March 2003
Manulife Financial June 1998 - November 1999
Skills
Energy, Investments, Asset Management, Portfolio Management, Valuation, Financial Analysis, Asset Managment, Corporate Finance, Hedge Funds, Capital Markets, Equities, Equity Research, Risk Management, Start-ups, Venture Capital, Due Diligence, Financial Modeling, Mergers & Acquisitions
Education
Kellogg School of Management 2013 — 2014
Executive MBA
York University - Schulich School of Business 2013 — 2014
Executive MBA
University of Toronto 1994 — 1997
Bachelor of Commerce, Specialist in Commerce and Finance, Major in Computer Science
Diocesan Boys' School 1988 — 1992
Paula Pretlow's Credit Suisse First Boston Experience 1987 - 1989
Job Senior Sales Executive, Business Development, Client Relationship,Team Management and Leadership, Negotiation
Industry Investment Management
Experience
The Kresge Foundation January 2015 - Present
Capital Group 1999 - 2011
Montgomery Asset Management and Chancellor LGT Asset Management 1997 - 1999
BlackRock (formerly Barclays Global Investors) 1992 - 1997
AXA Rosenberg Investment Management (formerly RIEM) 1989 - 1992
Credit Suisse First Boston 1987 - 1989
GATX Capital Corporation 1980 - 1987
Skills
Team Building, Editing, Investments, Event Planning, Business Strategy, Teaching, Fundraising, Public Speaking, Social Media, Nonprofits, Strategic Planning, Research, Program Management, Community Outreach, Financial Analysis, Budgets, Management, Leadership
Education
Northwestern University
Bachelor's Degree, Political Science
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance and Economics
The Kresge Foundation January 2015 - Present
Capital Group 1999 - 2011
Montgomery Asset Management and Chancellor LGT Asset Management 1997 - 1999
BlackRock (formerly Barclays Global Investors) 1992 - 1997
AXA Rosenberg Investment Management (formerly RIEM) 1989 - 1992
Credit Suisse First Boston 1987 - 1989
GATX Capital Corporation 1980 - 1987
Skills
Team Building, Editing, Investments, Event Planning, Business Strategy, Teaching, Fundraising, Public Speaking, Social Media, Nonprofits, Strategic Planning, Research, Program Management, Community Outreach, Financial Analysis, Budgets, Management, Leadership
Education
Northwestern University
Bachelor's Degree, Political Science
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance and Economics
Edward Wishik Edward Wishik's Credit Suisse First Boston Experience 2000 - 2005
Job Senior IT Project Manager at Deutsche Bank
Industry Financial Services
Experience
BNP Paribas November 2014 - May 2015
Geller & Company April 2014 - August 2014
CIT July 2012 - February 2014
UBS Investment Bank July 2006 - February 2012
Credit Suisse First Boston 2000 - 2005
Merrill Lynch 1995 - 2000
Skills
Prime Brokerage, Hedge Funds, Securities Lending, Product Control, Equities, Business Planning, Essbase, Management, Middle Office, Credit Derivatives, Fixed Income, Business Process..., Client Profitability..., Management Reporting, Project Management, Budget Process, SAP Analyzer, Change Management, Consolidation, Corporate Finance, Risk Management
Education
Pace University-Pleasantville/Briarcliff Campus 1989 — 1992
BBA, Public Accounting
Pace University 1988 — 1992
BBA, Public Accounting
BNP Paribas November 2014 - May 2015
Geller & Company April 2014 - August 2014
CIT July 2012 - February 2014
UBS Investment Bank July 2006 - February 2012
Credit Suisse First Boston 2000 - 2005
Merrill Lynch 1995 - 2000
Skills
Prime Brokerage, Hedge Funds, Securities Lending, Product Control, Equities, Business Planning, Essbase, Management, Middle Office, Credit Derivatives, Fixed Income, Business Process..., Client Profitability..., Management Reporting, Project Management, Budget Process, SAP Analyzer, Change Management, Consolidation, Corporate Finance, Risk Management
Education
Pace University-Pleasantville/Briarcliff Campus 1989 — 1992
BBA, Public Accounting
Pace University 1988 — 1992
BBA, Public Accounting
Steve Lazarus Steve Lazarus's Credit Suisse First Boston Experience October 1984 - June 1990
Job Managing Director at AccuShares
Industry Financial Services
Experience
Credit Suisse May 2005 - December 2011
Deutsche Bank May 2003 - May 2005
OpenLink Financial November 2002 - May 2003
Credit Suisse Financial Products June 1990 - October 2001
Credit Suisse First Boston October 1984 - June 1990
Skills
Series 7, Series 24, Series 63, Hedge Funds, Compliance, Supervising, Fixed Income, Exchange Traded Funds..., ETF Transparency, CBOE VIX Index, Financial Innovation, Market Volatility, Extensive Financial..., Derivatives, Equities, Options, Investment Banking, Sales Management, Risk Management, Customer Service, Teamwork, Capital Markets, Credit Derivatives, FX Options, Equity Derivatives, Fund Accounting, Bonds, Electronic Trading, Management, Sales Mgmt., Derivatives Sales, Maintaining Strong..., Relationship Mgmt., Prime Brokerage, Extensive Charitable..., Fund Allocation, Customer Relations, Middle Office, Basketball Coach, Asset Management
Education
Pace University-Pleasantville/Briarcliff Campus 1979 — 1984
BBA, Accounting
Power Memorial Academy 1975 — 1979
HS
Credit Suisse May 2005 - December 2011
Deutsche Bank May 2003 - May 2005
OpenLink Financial November 2002 - May 2003
Credit Suisse Financial Products June 1990 - October 2001
Credit Suisse First Boston October 1984 - June 1990
Skills
Series 7, Series 24, Series 63, Hedge Funds, Compliance, Supervising, Fixed Income, Exchange Traded Funds..., ETF Transparency, CBOE VIX Index, Financial Innovation, Market Volatility, Extensive Financial..., Derivatives, Equities, Options, Investment Banking, Sales Management, Risk Management, Customer Service, Teamwork, Capital Markets, Credit Derivatives, FX Options, Equity Derivatives, Fund Accounting, Bonds, Electronic Trading, Management, Sales Mgmt., Derivatives Sales, Maintaining Strong..., Relationship Mgmt., Prime Brokerage, Extensive Charitable..., Fund Allocation, Customer Relations, Middle Office, Basketball Coach, Asset Management
Education
Pace University-Pleasantville/Briarcliff Campus 1979 — 1984
BBA, Accounting
Power Memorial Academy 1975 — 1979
HS
Jay Hickman's Credit Suisse First Boston Experience September 1993 - November 2000
Job CIO at HVM Capital, LLC
Industry Financial Services
Experience
HVM Capital, LLC and Fort Point Fund. 2014 - Present
Crow Point Partners, LLC 2012 - 2014
Aquinnah Investments, LLC 2003 - 2012
PAR Capital Management 2001 - 2003
Credit Suisse First Boston September 1993 - November 2000
Sanford C. Bernstein July 1990 - September 1993
Skills
Equities, Hedge Funds, Investments, Investment Banking, Portfolio Management, Capital Markets, Valuation, Equity Research, Asset Managment, Financial Modeling, Alternative Investments, Private Equity, Fixed Income, Due Diligence, Financial Analysis, Series 7, Corporate Finance, Venture Capital, Mergers, Mutual Funds, Mergers & Acquisitions, Finance, Start-ups, Securities, Competitive Analysis
Education
New York University 1986 — 1988
MBA, Finance/Accounting
Williams College 1982 — 1986
BA, History/Psychology
HVM Capital, LLC and Fort Point Fund. 2014 - Present
Crow Point Partners, LLC 2012 - 2014
Aquinnah Investments, LLC 2003 - 2012
PAR Capital Management 2001 - 2003
Credit Suisse First Boston September 1993 - November 2000
Sanford C. Bernstein July 1990 - September 1993
Skills
Equities, Hedge Funds, Investments, Investment Banking, Portfolio Management, Capital Markets, Valuation, Equity Research, Asset Managment, Financial Modeling, Alternative Investments, Private Equity, Fixed Income, Due Diligence, Financial Analysis, Series 7, Corporate Finance, Venture Capital, Mergers, Mutual Funds, Mergers & Acquisitions, Finance, Start-ups, Securities, Competitive Analysis
Education
New York University 1986 — 1988
MBA, Finance/Accounting
Williams College 1982 — 1986
BA, History/Psychology
Blake McWherter Blake McWherter's Credit Suisse First Boston Experience 2002 - 2003
Job Experienced Investment & Corporate Finance Professional
Industry Investment Management
Experience
PineBridge Investments 2004 - Present
Credit Suisse First Boston 2002 - 2003
Bank United Corporation 1996 - 2000
Skills
Valuation, Investments, Portfolio Management, Equities, Leveraged Finance, Investment Banking, High Yield, Finance, Securities, Alternative Investments, Financial Modeling, Real Estate, Mutual Funds, Bloomberg, Fixed Income, Asset Management, Bonds, Financial Structuring, Due Diligence, Credit Analysis, Distressed Debt, Debt Restructuring, Investment Management, Financial Analysis, Buy-side, Private Equity, Hedge Funds, Emerging Markets, Equity Valuation, Corporate Finance, Company Valuation, Capital Markets, Relative Value, Strategy, Energy, Oil & Gas Industry, Midstream
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Accounting
Texas A&M University 1991 — 1995
BBA, Finance
PineBridge Investments 2004 - Present
Credit Suisse First Boston 2002 - 2003
Bank United Corporation 1996 - 2000
Skills
Valuation, Investments, Portfolio Management, Equities, Leveraged Finance, Investment Banking, High Yield, Finance, Securities, Alternative Investments, Financial Modeling, Real Estate, Mutual Funds, Bloomberg, Fixed Income, Asset Management, Bonds, Financial Structuring, Due Diligence, Credit Analysis, Distressed Debt, Debt Restructuring, Investment Management, Financial Analysis, Buy-side, Private Equity, Hedge Funds, Emerging Markets, Equity Valuation, Corporate Finance, Company Valuation, Capital Markets, Relative Value, Strategy, Energy, Oil & Gas Industry, Midstream
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Accounting
Texas A&M University 1991 — 1995
BBA, Finance
Leon Rabin's Credit Suisse First Boston Experience March 2006 - March 2007
Job Director, Software Quality Assurance at Guardian Life
Industry Information Technology and Services
Experience
Guardian Life July 2015 - Present
Park Avenue Securities January 2014 - Present
Federal Reserve Bank of New York September 2013 - January 2014
Park Avenue Securities March 2007 - September 2013
Credit Suisse First Boston March 2006 - March 2007
JPMorgan Chase May 2003 - March 2006
Skills
Software Project..., QA Management, QA Process & Methodology, IT Management, Testing, IT Strategy, User Acceptance Testing, Quality Assurance, System Analysis and..., System Testing, Requirements Gathering, Enterprise Architecture, Risk Management, IT Service Management, Enterprise Software, Business Analysis, Business Requirements, Project Management, Integration, Six Sigma, Agile Methodologies, Process Improvement, Scrum, Resource Management, PMP, Agile Project Management, ITIL, Oracle, SDLC, QTP, Outsourcing, Systems Analysis, Quality Center, Software Documentation, PMO, Telecommunications, Manual Testing, Databases, Requirements Analysis, Production Support, Securities, Operational Risk, Websphere, DR /IT Resiliency..., Production Support..., HP QTP, Vendor Management, HP Quality Center
Education
Odessa State Polytechnic University 1986 — 1990
Guardian Life July 2015 - Present
Park Avenue Securities January 2014 - Present
Federal Reserve Bank of New York September 2013 - January 2014
Park Avenue Securities March 2007 - September 2013
Credit Suisse First Boston March 2006 - March 2007
JPMorgan Chase May 2003 - March 2006
Skills
Software Project..., QA Management, QA Process & Methodology, IT Management, Testing, IT Strategy, User Acceptance Testing, Quality Assurance, System Analysis and..., System Testing, Requirements Gathering, Enterprise Architecture, Risk Management, IT Service Management, Enterprise Software, Business Analysis, Business Requirements, Project Management, Integration, Six Sigma, Agile Methodologies, Process Improvement, Scrum, Resource Management, PMP, Agile Project Management, ITIL, Oracle, SDLC, QTP, Outsourcing, Systems Analysis, Quality Center, Software Documentation, PMO, Telecommunications, Manual Testing, Databases, Requirements Analysis, Production Support, Securities, Operational Risk, Websphere, DR /IT Resiliency..., Production Support..., HP QTP, Vendor Management, HP Quality Center
Education
Odessa State Polytechnic University 1986 — 1990
Mbaga Nzab. Mbaga Nzab.'s Credit Suisse First Boston Experience June 2011 - July 2012
Job VP Corporate Middle Office Derivatives at Suntrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey September 2015 - Present
National General Insurance February 2015 - August 2015
National General Insurance (fmr. GMAC Insurance) May 2013 - January 2015
Credit Suisse First Boston June 2011 - July 2012
OTF Group May 2007 - June 2009
Joh Achelis & Soehne GmbH January 2006 - May 2007
Skills
VBA, SAS, Analytical Modelling, R, Quantitative Analytics, Monte Carlo Simulation, Quantitative Finance, International Finance, SAS programming, Derivatives, financial derivatives'..., Options, Statistics, Matlab quantitative..., numerical methods..., Monte-Carlo simulation, stochastic patterns..., SQL, Insurance, Access, strategy elaboration, data mining and..., capital budgeting and..., statistical frequency &..., VBA Programming, MS Access
Education
North Carolina State University 2009 — 2011
Masters Degree
KIST 1999 — 2004
B.Sc. Eng.
SunTrust Robinson Humphrey September 2015 - Present
National General Insurance February 2015 - August 2015
National General Insurance (fmr. GMAC Insurance) May 2013 - January 2015
Credit Suisse First Boston June 2011 - July 2012
OTF Group May 2007 - June 2009
Joh Achelis & Soehne GmbH January 2006 - May 2007
Skills
VBA, SAS, Analytical Modelling, R, Quantitative Analytics, Monte Carlo Simulation, Quantitative Finance, International Finance, SAS programming, Derivatives, financial derivatives'..., Options, Statistics, Matlab quantitative..., numerical methods..., Monte-Carlo simulation, stochastic patterns..., SQL, Insurance, Access, strategy elaboration, data mining and..., capital budgeting and..., statistical frequency &..., VBA Programming, MS Access
Education
North Carolina State University 2009 — 2011
Masters Degree
KIST 1999 — 2004
B.Sc. Eng.
Robert Harrod Robert Harrod's Credit Suisse First Boston Experience August 1991 - July 1993
Job Corporate Development, Strategy and Finance Executive
Industry Consumer Goods
Experience
Consulting and Advisory Services 2013 - Present
Fortune Brands Home & Security May 2011 - April 2013
GE Healthcare February 2010 - October 2010
GE Capital June 2006 - February 2010
Robert W. Baird & Co. January 2004 - June 2006
Vector Securities International / Prudential Securities August 1996 - December 2003
Farley Industries, Inc. July 1993 - June 1995
Credit Suisse First Boston August 1991 - July 1993
Skills
Mergers, Corporate Development, Business Development, Strategy, Investment Banking, Mergers & Acquisitions, Leadership, Business Strategy, Entrepreneurship, Venture Capital, Business Planning, Product Development, Valuation, Acquisition Integration, Strategic Partnerships, Competitive Analysis, Contract Negotiation, New Business Development, Healthcare, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance
University of Virginia - McIntire School of Commerce 1986 — 1991
Bachelor of Science, Commerce
Crystal Lake South High School
Consulting and Advisory Services 2013 - Present
Fortune Brands Home & Security May 2011 - April 2013
GE Healthcare February 2010 - October 2010
GE Capital June 2006 - February 2010
Robert W. Baird & Co. January 2004 - June 2006
Vector Securities International / Prudential Securities August 1996 - December 2003
Farley Industries, Inc. July 1993 - June 1995
Credit Suisse First Boston August 1991 - July 1993
Skills
Mergers, Corporate Development, Business Development, Strategy, Investment Banking, Mergers & Acquisitions, Leadership, Business Strategy, Entrepreneurship, Venture Capital, Business Planning, Product Development, Valuation, Acquisition Integration, Strategic Partnerships, Competitive Analysis, Contract Negotiation, New Business Development, Healthcare, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance
University of Virginia - McIntire School of Commerce 1986 — 1991
Bachelor of Science, Commerce
Crystal Lake South High School
Eliza Rechul-Stone's Credit Suisse First Boston Experience 2000 - 2002
Job Assistant General Counsel at University of Cincinnati
Industry Law Practice
Experience
University of Cincinnati September 2014 - Present
The Vora Group of Companies April 2013 - August 2014
The Vora Group of Companies September 2011 - March 2013
Dinsmore & Shohl LLP September 2008 - September 2011
Dinsmore & Shohl LLP May 2007 - August 2007
U.S. Senate Homeland Security and Governmental Affairs Committee (Senator Susan Collins, Chairman) May 2005 - August 2005
Thaler & Thaler Attorneys at Law August 2002 - May 2004
Credit Suisse First Boston 2000 - 2002
Davis Polk & Wardwell 1997 - 2000
Merrill Lynch 1996 - 1997
Skills
Immigration Law, Immigration Issues, Legal Research, Legal Writing
Education
University of Cincinnati College of Law 2005 — 2008
Doctor of Law (JD)
New York University 1995 — 1999
BA, Economics & German Lit
Huntington High School
University of Cincinnati September 2014 - Present
The Vora Group of Companies April 2013 - August 2014
The Vora Group of Companies September 2011 - March 2013
Dinsmore & Shohl LLP September 2008 - September 2011
Dinsmore & Shohl LLP May 2007 - August 2007
U.S. Senate Homeland Security and Governmental Affairs Committee (Senator Susan Collins, Chairman) May 2005 - August 2005
Thaler & Thaler Attorneys at Law August 2002 - May 2004
Credit Suisse First Boston 2000 - 2002
Davis Polk & Wardwell 1997 - 2000
Merrill Lynch 1996 - 1997
Skills
Immigration Law, Immigration Issues, Legal Research, Legal Writing
Education
University of Cincinnati College of Law 2005 — 2008
Doctor of Law (JD)
New York University 1995 — 1999
BA, Economics & German Lit
Huntington High School
Irvin Goldman Irvin Goldman's Credit Suisse First Boston Experience June 1988 - February 2001
Job Irvin Goldman is an Experienced Financial Services Executive with a strong passion for technology innovation.
Industry Financial Services
Experience
Validity Holdings LLC: November 2012 - Present
JPMorgan Chase 2008 - October 2012
Cantor Fitzgerald & Co. 2003 - October 2007
Credit Suisse First Boston June 1988 - February 2001
Salomon Brothers 1983 - June 1988
Skills
Trading, Investment Strategies, Business Strategy, Asset Allocation, Investment Decisions, Market Risk, Strategic Leadership, Strategic Planning, Team Building, Talent Mining, Integrity, Recruiting, Growing Businesses, Driving Results, Strategic Thinking, Business Decision Making, Thought Leadership, Creativity, Team Leadership, Organizational..., Work Ethic, Transparency, honest, Straight Talking, trustworthy, Loyal, Communication, Flexibility, Emotional Intelligence, Cross-functional..., Technology, Advisory Boards, Board Relations, Risk Management, Derivatives, Fixed Income, Valuation, Asset Management, Capital Markets, Hedge Funds, Investments, Portfolio Management, Investment Banking, Management
Education
New York University 1982 — 1983
Master of Business Administration (MBA), Finance, BS. Economics, Management
Validity Holdings LLC: November 2012 - Present
JPMorgan Chase 2008 - October 2012
Cantor Fitzgerald & Co. 2003 - October 2007
Credit Suisse First Boston June 1988 - February 2001
Salomon Brothers 1983 - June 1988
Skills
Trading, Investment Strategies, Business Strategy, Asset Allocation, Investment Decisions, Market Risk, Strategic Leadership, Strategic Planning, Team Building, Talent Mining, Integrity, Recruiting, Growing Businesses, Driving Results, Strategic Thinking, Business Decision Making, Thought Leadership, Creativity, Team Leadership, Organizational..., Work Ethic, Transparency, honest, Straight Talking, trustworthy, Loyal, Communication, Flexibility, Emotional Intelligence, Cross-functional..., Technology, Advisory Boards, Board Relations, Risk Management, Derivatives, Fixed Income, Valuation, Asset Management, Capital Markets, Hedge Funds, Investments, Portfolio Management, Investment Banking, Management
Education
New York University 1982 — 1983
Master of Business Administration (MBA), Finance, BS. Economics, Management
Carlos P. Salas Carlos P. Salas's Credit Suisse First Boston Experience 2000 - 2001
Job CEO at COR Clearing
Industry Venture Capital & Private Equity
Experience
COR Clearing LLC June 2012 - Present
COR Securities Holdings, Inc. December 2011 - Present
COR Capital LLC June 2011 - Present
Williams Controls, Inc. 2004 - February 2012
Tengasco, Inc. 2004 - June 2011
Boston Restaurant Associates, Inc. 2006 - 2011
ACT Conferencing 2005 - 2011
Dolphin Advisors, LLC 2003 - 2011
Ultrablend, LLC 2002 - 2003
Credit Suisse First Boston 2000 - 2001
Skills
Private Equity, Mergers, Restructuring, Securities, Managerial Finance, Strategic Planning, Venture Capital, Business Strategy, Due Diligence, Corporate Finance, Risk Management, Financial Modeling
Education
University of Chicago Law School 1993 — 1996
JD
New York University 1989 — 1992
BA
Hotchkiss 1984 — 1989
COR Clearing LLC June 2012 - Present
COR Securities Holdings, Inc. December 2011 - Present
COR Capital LLC June 2011 - Present
Williams Controls, Inc. 2004 - February 2012
Tengasco, Inc. 2004 - June 2011
Boston Restaurant Associates, Inc. 2006 - 2011
ACT Conferencing 2005 - 2011
Dolphin Advisors, LLC 2003 - 2011
Ultrablend, LLC 2002 - 2003
Credit Suisse First Boston 2000 - 2001
Skills
Private Equity, Mergers, Restructuring, Securities, Managerial Finance, Strategic Planning, Venture Capital, Business Strategy, Due Diligence, Corporate Finance, Risk Management, Financial Modeling
Education
University of Chicago Law School 1993 — 1996
JD
New York University 1989 — 1992
BA
Hotchkiss 1984 — 1989
David Noosinow, CEPA's Credit Suisse First Boston Experience 1994 - 1995
Job Investment and Wealth Management Services for Business Owners and Corporate Executives
Industry Financial Services
Experience
BNY Mellon Wealth Managment October 2012 - Present
Bernstein Global Wealth Management December 2005 - October 2012
Telecom Compliance Service Inc. 2003 - 2005
OrbitTravel.com Inc. 1999 - 2000
Spartan Capital Management LLC 1996 - 1999
Credit Suisse First Boston 1994 - 1995
Bear Stearns & Co. 1986 - 1994
Skills
Wealth Management, Investment Management, Estate Planning, Strategic Planning, Mergers & Acquisitions, Management, Investments, Finance, Due Diligence, Wealth, Exit Strategies
Education
Northern Arizona University, College of Business Administration 1977 — 1982
BS, Finance
BNY Mellon Wealth Managment October 2012 - Present
Bernstein Global Wealth Management December 2005 - October 2012
Telecom Compliance Service Inc. 2003 - 2005
OrbitTravel.com Inc. 1999 - 2000
Spartan Capital Management LLC 1996 - 1999
Credit Suisse First Boston 1994 - 1995
Bear Stearns & Co. 1986 - 1994
Skills
Wealth Management, Investment Management, Estate Planning, Strategic Planning, Mergers & Acquisitions, Management, Investments, Finance, Due Diligence, Wealth, Exit Strategies
Education
Northern Arizona University, College of Business Administration 1977 — 1982
BS, Finance
Jeffrey Granowitz Jeffrey Granowitz's Credit Suisse First Boston Experience 1993 - 1998
Job Managing Director Real Estate Acquisitions and Finance
Industry Commercial Real Estate
Experience
Magnum Management Services December 2008 - Present
Artisan Realty Capital May 2003 - June 2007
The Praedium Group 1998 - 2003
Credit Suisse First Boston 1993 - 1998
GE Capital 1991 - 1993
Skills
Real Estate Finance, Real Estate Investment, CMBS, Debt, Loans, Distressed Real Estate, Acquisitions, Real Estate Economics, Real Estate, Investment Properties, Portfolio Management, Capital Markets, Condos, Investments, Disposition, Leases, Valuation, Apartments, Commercial Real Estate, Venture Capital, Asset Management, Property Management, Real Estate Development, Real Estate Transactions, Real Estate Financing, Structured Finance, Mortgage Lending, Due Diligence, Residential Homes, Financial Structuring, Loan Origination, Finance, Underwriting, Real Estate Private..., Brokerage, Dispositions, Investors
Education
Wharton Business School 1982 — 1986
BS, Finance
Kellogg School of Management 1990 — 1991
MBA, Management
Magnum Management Services December 2008 - Present
Artisan Realty Capital May 2003 - June 2007
The Praedium Group 1998 - 2003
Credit Suisse First Boston 1993 - 1998
GE Capital 1991 - 1993
Skills
Real Estate Finance, Real Estate Investment, CMBS, Debt, Loans, Distressed Real Estate, Acquisitions, Real Estate Economics, Real Estate, Investment Properties, Portfolio Management, Capital Markets, Condos, Investments, Disposition, Leases, Valuation, Apartments, Commercial Real Estate, Venture Capital, Asset Management, Property Management, Real Estate Development, Real Estate Transactions, Real Estate Financing, Structured Finance, Mortgage Lending, Due Diligence, Residential Homes, Financial Structuring, Loan Origination, Finance, Underwriting, Real Estate Private..., Brokerage, Dispositions, Investors
Education
Wharton Business School 1982 — 1986
BS, Finance
Kellogg School of Management 1990 — 1991
MBA, Management
Todd Van Horn Todd Van Horn's Credit Suisse First Boston Experience July 2001 - June 2004
Job Vice President, Business Development at Cord Blood Registry
Industry Biotechnology
Experience
Cord Blood Registry December 2013 - Present
Linden Capital Partners August 2008 - October 2013
Focused Health Solutions June 2007 - August 2007
Healthcare Investment Partners 2004 - 2006
Credit Suisse First Boston July 2001 - June 2004
Skills
Healthcare, Private Equity, Life Sciences, Lifesciences, Board of Director..., Business Strategy, Corporate Development, Start-ups, Investments, Board of Directors, Due Diligence, Strategy, Portfolio Management, Finance, Business Development, Analysis, Financial Modeling, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Health Industry Management & Finance
University of California, Los Angeles 1996 — 2000
BS, Molecular, Cell and Developmental Biology
Cord Blood Registry December 2013 - Present
Linden Capital Partners August 2008 - October 2013
Focused Health Solutions June 2007 - August 2007
Healthcare Investment Partners 2004 - 2006
Credit Suisse First Boston July 2001 - June 2004
Skills
Healthcare, Private Equity, Life Sciences, Lifesciences, Board of Director..., Business Strategy, Corporate Development, Start-ups, Investments, Board of Directors, Due Diligence, Strategy, Portfolio Management, Finance, Business Development, Analysis, Financial Modeling, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Health Industry Management & Finance
University of California, Los Angeles 1996 — 2000
BS, Molecular, Cell and Developmental Biology
Hal Gross Hal Gross's Credit Suisse First Boston Experience 2000 - 2002
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2011 - Present
Citigroup 2002 - August 2011
Credit Suisse First Boston 2000 - 2002
Lehman Brothers 1992 - 2000
American Express 1986 - 1992
Joseph E. Seagram Sons 1984 - 1986
Joseph E. Seagrams 1984 - 1986
KPMG Main Hurdman 1979 - 1984
Skills
Capital Markets, Auditing, Operational Risk, Fixed Income
Education
Penn State University 1975 — 1979
BS, Accounting
UBS Investment Bank August 2011 - Present
Citigroup 2002 - August 2011
Credit Suisse First Boston 2000 - 2002
Lehman Brothers 1992 - 2000
American Express 1986 - 1992
Joseph E. Seagram Sons 1984 - 1986
Joseph E. Seagrams 1984 - 1986
KPMG Main Hurdman 1979 - 1984
Skills
Capital Markets, Auditing, Operational Risk, Fixed Income
Education
Penn State University 1975 — 1979
BS, Accounting
Carl Knowlton Carl Knowlton's Credit Suisse First Boston Experience 1992 - 1995
Job Principal at Knowlton & Associates
Industry Financial Services
Experience
Knowlton & Associates January 2012 - Present
John Hancock 1997 - 2012
NEW YORK CITY ECONOMIC DEVELOPMENT CORPORATION 1996 - 1997
Credit Suisse First Boston 1992 - 1995
Skills
Due Diligence, Investment Banking, Project Finance, Corporate Finance, Capital Markets, Investment Management, Private Equity, Renewable Energy, Portfolio Management, Finance, Equities, Valuation, Management, Investments
Education
Northeastern University
Masters of Business Administration, Finance
United States Military Academy at West Point
Bachelor of Science, Nuclear Physics
Knowlton & Associates January 2012 - Present
John Hancock 1997 - 2012
NEW YORK CITY ECONOMIC DEVELOPMENT CORPORATION 1996 - 1997
Credit Suisse First Boston 1992 - 1995
Skills
Due Diligence, Investment Banking, Project Finance, Corporate Finance, Capital Markets, Investment Management, Private Equity, Renewable Energy, Portfolio Management, Finance, Equities, Valuation, Management, Investments
Education
Northeastern University
Masters of Business Administration, Finance
United States Military Academy at West Point
Bachelor of Science, Nuclear Physics
Chris O'Toole Chris O'Toole's Credit Suisse First Boston Experience 1997 - 1999
Job Vice President Market Development at Comcast Business
Industry Telecommunications
Experience
Comcast Business January 2014 - Present
Level 3 Communications April 2012 - January 2014
Level 3 Communications January 2007 - July 2012
Level 3 Communications August 2004 - December 2006
Lazard July 2001 - June 2002
Gramercy Communications July 1999 - June 2001
Credit Suisse First Boston 1997 - 1999
Skills
Mergers, Business Strategy, P&L Management, Negotiation, Integration, Restructuring, Marketing Strategy, Channel, Corporate Development, Venture Capital, Financial Modeling, Due Diligence, Valuation, Private Equity, Telecommunications, Strategy Development, Financial Analysis, Strategic Financial..., Managerial Finance, Finance, Corporate Finance, Corporate FP&A, Unit Costing, Pricing Strategy, Strategy, Mergers
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Master in Business Administration, Organizational and Management Strategy
Yale University 1993 — 1997
BA, Economics and International Studies
Newton North 1989 — 1993
Comcast Business January 2014 - Present
Level 3 Communications April 2012 - January 2014
Level 3 Communications January 2007 - July 2012
Level 3 Communications August 2004 - December 2006
Lazard July 2001 - June 2002
Gramercy Communications July 1999 - June 2001
Credit Suisse First Boston 1997 - 1999
Skills
Mergers, Business Strategy, P&L Management, Negotiation, Integration, Restructuring, Marketing Strategy, Channel, Corporate Development, Venture Capital, Financial Modeling, Due Diligence, Valuation, Private Equity, Telecommunications, Strategy Development, Financial Analysis, Strategic Financial..., Managerial Finance, Finance, Corporate Finance, Corporate FP&A, Unit Costing, Pricing Strategy, Strategy, Mergers
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Master in Business Administration, Organizational and Management Strategy
Yale University 1993 — 1997
BA, Economics and International Studies
Newton North 1989 — 1993
Constance Kassouf Constance Kassouf's Credit Suisse First Boston Experience 1992 - 1995
Job Partner at The Caldwell Partners
Industry Financial Services
Experience
The Caldwell Partners March 2012 - Present
CT Partners August 2007 - September 2010
Heidrick & Struggles 1999 - 2003
Credit Suisse First Boston 1992 - 1995
JPMorgan Chase 1987 - 1992
Skills
Executive Search, Private Equity, Investment Banking, Alternative Investments, Mergers & Acquisitions, Corporate Development, Venture Capital, Leveraged Finance, Leadership, Hedge Funds, Capital Markets, Start-ups
Education
Northwestern University - Kellogg School of Management
MBA, Finance
The Caldwell Partners March 2012 - Present
CT Partners August 2007 - September 2010
Heidrick & Struggles 1999 - 2003
Credit Suisse First Boston 1992 - 1995
JPMorgan Chase 1987 - 1992
Skills
Executive Search, Private Equity, Investment Banking, Alternative Investments, Mergers & Acquisitions, Corporate Development, Venture Capital, Leveraged Finance, Leadership, Hedge Funds, Capital Markets, Start-ups
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Leo Trakhtenberg Leo Trakhtenberg's Credit Suisse First Boston Experience 2000 - 2003
Job Software Engineer at Interactive Data
Industry Information Technology and Services
Experience
Interactive Data 2003 - Present
Credit Suisse First Boston 2000 - 2003
Prudential Securities 1998 - 2000
Certco, LLC 1997 - 1998
Graphnet 1996 - 1997
Education
New York University - Polytechnic School of Engineering 1992 — 1996
BS, Computer Science
Interactive Data 2003 - Present
Credit Suisse First Boston 2000 - 2003
Prudential Securities 1998 - 2000
Certco, LLC 1997 - 1998
Graphnet 1996 - 1997
Education
New York University - Polytechnic School of Engineering 1992 — 1996
BS, Computer Science
Andrew Brenner Andrew Brenner's Credit Suisse First Boston Experience 1996 - 2002
Job President at Lightspeed Trading
Industry Financial Services
Experience
Lightspeed Trading December 2014 - Present
Professional Trading Solutions March 2014 - Present
Potamus Trading LLC April 2014 - Present
Apex Clearing September 2012 - March 2014
Belzberg Technologies 2010 - 2012
International Securities Exchange 2006 - 2009
Fidelity Capital Markets 2003 - 2006
Credit Suisse First Boston 1996 - 2002
Morgan Stanley 1990 - 1996
Drexel Burnham Lambert 1979 - 1990
Skills
Trading, Electronic Trading, Trading Systems, Equity Trading, Equities, Capital Markets, Options, Derivatives, Hedge Funds, Equity Derivatives, Fixed Income, Securities, Financial Markets, Market Data, Bloomberg, Risk Management, Portfolio Management, Equity Research, Investments, Asset Management, Series 63, Mutual Funds, Series 7, Alternative Investments, FX Options, Financial Services, Investment Banking, Proprietary Trading, ETFs, Valuation, Hedging, Back Office, Trading Strategies, Commodity, Bonds, FINRA, Prime Brokerage, Swaps, Turnaround Specialist, Investment Management, Technical Analysis, FX trading, Emerging Markets, Credit Derivatives, Currency, Financial Risk, Interest Rate..., Investment Strategies, Market Risk, Bloomberg Terminal
Education
Northwestern University 1975 — 1979
Lightspeed Trading December 2014 - Present
Professional Trading Solutions March 2014 - Present
Potamus Trading LLC April 2014 - Present
Apex Clearing September 2012 - March 2014
Belzberg Technologies 2010 - 2012
International Securities Exchange 2006 - 2009
Fidelity Capital Markets 2003 - 2006
Credit Suisse First Boston 1996 - 2002
Morgan Stanley 1990 - 1996
Drexel Burnham Lambert 1979 - 1990
Skills
Trading, Electronic Trading, Trading Systems, Equity Trading, Equities, Capital Markets, Options, Derivatives, Hedge Funds, Equity Derivatives, Fixed Income, Securities, Financial Markets, Market Data, Bloomberg, Risk Management, Portfolio Management, Equity Research, Investments, Asset Management, Series 63, Mutual Funds, Series 7, Alternative Investments, FX Options, Financial Services, Investment Banking, Proprietary Trading, ETFs, Valuation, Hedging, Back Office, Trading Strategies, Commodity, Bonds, FINRA, Prime Brokerage, Swaps, Turnaround Specialist, Investment Management, Technical Analysis, FX trading, Emerging Markets, Credit Derivatives, Currency, Financial Risk, Interest Rate..., Investment Strategies, Market Risk, Bloomberg Terminal
Education
Northwestern University 1975 — 1979
Michael Roseberry Michael Roseberry's Credit Suisse First Boston Experience May 1992 - August 1994
Job Owner, RoseberryWinn Pottery
Industry Retail
Experience
Roseberry-Winn Pottery June 1997 - Present
Scholastic September 1994 - August 1997
Credit Suisse First Boston May 1992 - August 1994
New York University May 1990 - March 1992
Texas Tech University July 1988 - June 1989
Texas Tech University August 1985 - May 1987
Skills
Email Marketing, Program Management, Spanish, Copy Editing, Illustrator, Project Planning, Research, Recruiting, Web Design, Photoshop, Budgets, Microsoft Office, French, Microsoft Excel, Microsoft Word, Marketing
Education
International House Barcelona 2014 — 2014
CELTA Certificate, ESL, B Pass
GLS, Berlin 2012 — 2012
B1 Language Certificate, German Language and Literature
New York University 1989 — 1991
MA, French Studies
Université de Nice-Sophia Antipolis 1987 — 1988
D.E.A. Level, Literature
Texas Tech University 1984 — 1987
MA, French, Management Minor
Texas Tech University 1979 — 1983
BA, French, Minors Finance & Ceramics
Roseberry-Winn Pottery June 1997 - Present
Scholastic September 1994 - August 1997
Credit Suisse First Boston May 1992 - August 1994
New York University May 1990 - March 1992
Texas Tech University July 1988 - June 1989
Texas Tech University August 1985 - May 1987
Skills
Email Marketing, Program Management, Spanish, Copy Editing, Illustrator, Project Planning, Research, Recruiting, Web Design, Photoshop, Budgets, Microsoft Office, French, Microsoft Excel, Microsoft Word, Marketing
Education
International House Barcelona 2014 — 2014
CELTA Certificate, ESL, B Pass
GLS, Berlin 2012 — 2012
B1 Language Certificate, German Language and Literature
New York University 1989 — 1991
MA, French Studies
Université de Nice-Sophia Antipolis 1987 — 1988
D.E.A. Level, Literature
Texas Tech University 1984 — 1987
MA, French, Management Minor
Texas Tech University 1979 — 1983
BA, French, Minors Finance & Ceramics
Leo Asen Leo Asen's Credit Suisse First Boston Experience August 2000 - January 2002
Job Non profit executive
Industry Nonprofit Organization Management
Experience
Selfhelp Community Services, Inc June 2003 - July 2014
Credit Suisse First Boston August 2000 - January 2002
Donaldson Lufkin & Jenrette October 1983 - August 2000
CitiCorp October 1976 - October 1983
Skills
Public Speaking, Software Project..., Technological Innovation, Executive Financial..., Strategic Planning, non profit management, Healthcare project..., Culture change..., Coaching & Mentoring, Operations Management, Government Advocacy, Corporate Communications, Change Management, Nonprofits, Project Management, Marketing, Non-profits, Public Relations
Education
Pace University 1974 — 1976
MBA with Honors
University of Toledo 1964 — 1968
BSME (IE)
Selfhelp Community Services, Inc June 2003 - July 2014
Credit Suisse First Boston August 2000 - January 2002
Donaldson Lufkin & Jenrette October 1983 - August 2000
CitiCorp October 1976 - October 1983
Skills
Public Speaking, Software Project..., Technological Innovation, Executive Financial..., Strategic Planning, non profit management, Healthcare project..., Culture change..., Coaching & Mentoring, Operations Management, Government Advocacy, Corporate Communications, Change Management, Nonprofits, Project Management, Marketing, Non-profits, Public Relations
Education
Pace University 1974 — 1976
MBA with Honors
University of Toledo 1964 — 1968
BSME (IE)
Joseph Bartelheim, PMP Joseph Bartelheim, PMP's Credit Suisse First Boston Experience March 1992 - October 1994
Job Project Manager Information Technology
Industry Information Technology and Services
Experience
United Airlines September 2012 - Present
TIAA-CREF May 2011 - July 2012
TIAA-CREF November 2007 - May 2011
TIAA-CREF August 2004 - January 2008
TIAA-CREF July 1999 - August 2004
TIAA-CREF October 1994 - July 1999
Credit Suisse First Boston March 1992 - October 1994
Skills
Project Management, Requirements Gathering, Change Management, SDLC, PMP, Pensions, Requirements Analysis, Business Process..., Systems Analysis, RFP, Agile Methodologies, Risk Management, Enterprise Architecture, Cross-functional Team..., Virtual Teams, ADABAS, Microsoft Office, Technical Leadership, Business Analysis, Agile Project Management, IT Strategy, ITIL, Information Technology, Integration, PMO, Process Improvement, Project Planning
Education
City University of New York-Queens College
BA
New York University
Diploma
United Airlines September 2012 - Present
TIAA-CREF May 2011 - July 2012
TIAA-CREF November 2007 - May 2011
TIAA-CREF August 2004 - January 2008
TIAA-CREF July 1999 - August 2004
TIAA-CREF October 1994 - July 1999
Credit Suisse First Boston March 1992 - October 1994
Skills
Project Management, Requirements Gathering, Change Management, SDLC, PMP, Pensions, Requirements Analysis, Business Process..., Systems Analysis, RFP, Agile Methodologies, Risk Management, Enterprise Architecture, Cross-functional Team..., Virtual Teams, ADABAS, Microsoft Office, Technical Leadership, Business Analysis, Agile Project Management, IT Strategy, ITIL, Information Technology, Integration, PMO, Process Improvement, Project Planning
Education
City University of New York-Queens College
BA
New York University
Diploma
Min Guo, CFA's Credit Suisse First Boston Experience 2001 - 2002
Job Director of Strategic Financing at Lennar
Industry Investment Banking
Experience
Lennar 2013 - Present
The Hina Group 2011 - 2013
State Grid International Development Limited 2009 - 2010
Goldman Sachs Gao Hua Securities 2007 - 2009
Loop Capital Markets 2002 - 2007
Credit Suisse First Boston 2001 - 2002
Skills
Investment Banking, Private Equity, Corporate Finance, Financial Structuring, Mergers & Acquisitions, Finance, Investments, Financial Modeling, Venture Capital, Strategy, Financial Analysis, Business Development, Corporate Development, Capital Raising, Valuation
Education
Northwestern University 1999 — 2001
MBA, Kellogg Graduate School of Management
Peking University
BS, Information Science
University of Illinois at Urbana-Champaign
MS, Advertising
Lennar 2013 - Present
The Hina Group 2011 - 2013
State Grid International Development Limited 2009 - 2010
Goldman Sachs Gao Hua Securities 2007 - 2009
Loop Capital Markets 2002 - 2007
Credit Suisse First Boston 2001 - 2002
Skills
Investment Banking, Private Equity, Corporate Finance, Financial Structuring, Mergers & Acquisitions, Finance, Investments, Financial Modeling, Venture Capital, Strategy, Financial Analysis, Business Development, Corporate Development, Capital Raising, Valuation
Education
Northwestern University 1999 — 2001
MBA, Kellogg Graduate School of Management
Peking University
BS, Information Science
University of Illinois at Urbana-Champaign
MS, Advertising
John O'Hare John O'Hare's Credit Suisse First Boston Experience July 1998 - September 2000
Job Business Improvement Advisor at Synergy Resources
Industry Information Technology and Services
Experience
Synergy Resources July 2013 - Present
M2 Service Group January 2012 - June 2013
CapturIT July 2009 - January 2012
Cashcollector July 2007 - July 2009
Imagine Communications Group September 2000 - July 2007
Credit Suisse First Boston July 1998 - September 2000
Royal Navy May 1987 - April 1994
Skills
Project Management, CRM, Product Management, Strategy, New Business Development, Telecommunications, Start-ups, Management, Strategic Planning, Marketing Strategy, SaaS, Negotiation, Leadership, Business Strategy, Account Management, Enterprise Software, Competitive Analysis, Business Development, Business Planning, Strategic Partnerships, Solution Selling, ERP, Cloud Computing, Business Process..., Mobile Devices, Product Development, Manufacturing, Business Intelligence, Business Analysis, E-commerce, Cross-functional Team..., Executive Management, Entrepreneurship, Management Consulting, Consulting
Education
Northumbria University 1994 — 1998
Business Administration, Finance
Stevenson College 1994 — 1997
HMS Collingwood 1987 — 1989
Electronic Engineering
Synergy Resources July 2013 - Present
M2 Service Group January 2012 - June 2013
CapturIT July 2009 - January 2012
Cashcollector July 2007 - July 2009
Imagine Communications Group September 2000 - July 2007
Credit Suisse First Boston July 1998 - September 2000
Royal Navy May 1987 - April 1994
Skills
Project Management, CRM, Product Management, Strategy, New Business Development, Telecommunications, Start-ups, Management, Strategic Planning, Marketing Strategy, SaaS, Negotiation, Leadership, Business Strategy, Account Management, Enterprise Software, Competitive Analysis, Business Development, Business Planning, Strategic Partnerships, Solution Selling, ERP, Cloud Computing, Business Process..., Mobile Devices, Product Development, Manufacturing, Business Intelligence, Business Analysis, E-commerce, Cross-functional Team..., Executive Management, Entrepreneurship, Management Consulting, Consulting
Education
Northumbria University 1994 — 1998
Business Administration, Finance
Stevenson College 1994 — 1997
HMS Collingwood 1987 — 1989
Electronic Engineering
Simone Ayers Simone Ayers's Credit Suisse First Boston Experience March 2001 - September 2003
Job Administrator, Marlborough Graphics
Industry Fine Art
Experience
Marlborough Gallery September 2010 - September 2012
Nancy Rosen Incorporated May 2008 - March 2010
Virginia Museum of Fine Arts March 2005 - April 2008
Virginia Commonwealth University February 2005 - April 2008
Pratt Institute 2003 - 2004
Credit Suisse First Boston March 2001 - September 2003
Freundorfer Gallery August 2000 - March 2001
Katmai National Park and Preserve May 1999 - September 1999
Skills
Art History, Art, Museums
Education
Virginia Commonwealth University 2005 — 2011
ABD, Art History
Pratt Institute 2003 — 2005
MS, Theory, Criticism and History of Art, Design and Architecture
William & Mary 1996 — 2000
BA, Art History, Business Management
Marlborough Gallery September 2010 - September 2012
Nancy Rosen Incorporated May 2008 - March 2010
Virginia Museum of Fine Arts March 2005 - April 2008
Virginia Commonwealth University February 2005 - April 2008
Pratt Institute 2003 - 2004
Credit Suisse First Boston March 2001 - September 2003
Freundorfer Gallery August 2000 - March 2001
Katmai National Park and Preserve May 1999 - September 1999
Skills
Art History, Art, Museums
Education
Virginia Commonwealth University 2005 — 2011
ABD, Art History
Pratt Institute 2003 — 2005
MS, Theory, Criticism and History of Art, Design and Architecture
William & Mary 1996 — 2000
BA, Art History, Business Management
Brian Langenberg, CFA's Credit Suisse First Boston Experience June 1995 - January 2001
Job Chair, Graduate Business Programs and Lecturer / Dunham School of Business at Aurora University
Industry Research
Experience
AURORA UNIVERSITY May 2015 - Present
LANGENBERG & COMPANY August 2010 - Present
SNHU October 2013 - Present
Ohio PERS January 2009 - July 2010
Civic Affairs Committee, University Club of Chicago January 2008 - January 2010
Langenberg & Company September 2002 - December 2008
Wachovia Securities March 2001 - February 2002
Credit Suisse First Boston June 1995 - January 2001
United States Navy August 1981 - October 1998
Continental Bank 1992 - 1994
Skills
Equities, Economics, Asset Management, Investments, Business Strategy, Capital Markets, Portfolio Management, Competitive Analysis, Strategy, Risk Management, Valuation, Equity Research, Mergers & Acquisitions, Leadership, Investor Relations, Wealth Management, Analysis, Financial Modeling, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1992 — 1995
MBA, Finance, Transportation
St. Norbert College 1985 — 1988
B.A., Economics
AURORA UNIVERSITY May 2015 - Present
LANGENBERG & COMPANY August 2010 - Present
SNHU October 2013 - Present
Ohio PERS January 2009 - July 2010
Civic Affairs Committee, University Club of Chicago January 2008 - January 2010
Langenberg & Company September 2002 - December 2008
Wachovia Securities March 2001 - February 2002
Credit Suisse First Boston June 1995 - January 2001
United States Navy August 1981 - October 1998
Continental Bank 1992 - 1994
Skills
Equities, Economics, Asset Management, Investments, Business Strategy, Capital Markets, Portfolio Management, Competitive Analysis, Strategy, Risk Management, Valuation, Equity Research, Mergers & Acquisitions, Leadership, Investor Relations, Wealth Management, Analysis, Financial Modeling, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1992 — 1995
MBA, Finance, Transportation
St. Norbert College 1985 — 1988
B.A., Economics
Lauren Pretre's Credit Suisse First Boston Experience December 1998 - June 2001
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 1997 - Present
Credit Suisse June 2005 - December 2009
Credit Suisse June 2001 - June 2005
Credit Suisse First Boston December 1998 - June 2001
Credit Suisse First Boston September 1997 - December 1998
Jenncor Trading, L.L.C. June 1993 - September 1997
Jenncor Trading, L.L.C. June 1993 - September 1996
Education
Pace University 1998 — 2001
Master of Business Administration (M.B.A.), Finance
West Chester University of Pennsylvania 1989 — 1993
Bachelor of Science, Business Management
Credit Suisse September 1997 - Present
Credit Suisse June 2005 - December 2009
Credit Suisse June 2001 - June 2005
Credit Suisse First Boston December 1998 - June 2001
Credit Suisse First Boston September 1997 - December 1998
Jenncor Trading, L.L.C. June 1993 - September 1997
Jenncor Trading, L.L.C. June 1993 - September 1996
Education
Pace University 1998 — 2001
Master of Business Administration (M.B.A.), Finance
West Chester University of Pennsylvania 1989 — 1993
Bachelor of Science, Business Management
Mike Bassman Mike Bassman's Credit Suisse First Boston Experience 1993 - 1993
Job Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers 1993 - September 2008
Credit Suisse First Boston 1993 - 1993
Skills
Equity Research, Fixed Income Technology, Technology Management, Equities, Trading Systems, Capital Markets, Fixed Income, Market Data, Investment Banking, Electronic Trading, Trading, Bonds, Bloomberg, Prime Brokerage, Portfolio Management
Education
Hunter College High School 2000 — 2000
HS
New York University 2000 — 2000
BA, Computer Science
New York University - Leonard N. Stern School of Business 2000 — 2000
MBA, finance
Barclays Capital September 2008 - Present
Lehman Brothers 1993 - September 2008
Credit Suisse First Boston 1993 - 1993
Skills
Equity Research, Fixed Income Technology, Technology Management, Equities, Trading Systems, Capital Markets, Fixed Income, Market Data, Investment Banking, Electronic Trading, Trading, Bonds, Bloomberg, Prime Brokerage, Portfolio Management
Education
Hunter College High School 2000 — 2000
HS
New York University 2000 — 2000
BA, Computer Science
New York University - Leonard N. Stern School of Business 2000 — 2000
MBA, finance
Jane Yuen Johnson's Credit Suisse First Boston Experience September 2000 - February 2002
Job Assistant Vice President CERT & IT Audit Controls
Industry Security and Investigations
Experience
Credit Suisse July 2012 - September 2015
Credit Suisse February 2011 - July 2012
Credit Suisse July 2006 - January 2011
Citigroup February 2002 - March 2006
Credit Suisse First Boston September 2000 - February 2002
Index Stock Imagery March 2000 - August 2000
Charles Schwab April 1999 - November 1999
BancBoston Robertson Stephens October 1998 - February 1999
Credit Suisse First Boston July 1997 - September 1998
First Boston Corporation February 1996 - June 1997
Skills
Information Security, Microsoft Exchange, Unix, Technical Support, Security, ITIL, Information Technology, Servers, Windows, Active Directory, Incident Management, Visio, IT Investigation, E-Crime Investigation, Incident Response, Digital Forensics, Email Boundary, End User Security, SharePoint, Help Desk Support, System Deployment, Computer Forensics, CISSP, Business Continuity, Disaster Recovery, IT Strategy
Education
New York University 1995 — 1997
None, General Studies
Credit Suisse July 2012 - September 2015
Credit Suisse February 2011 - July 2012
Credit Suisse July 2006 - January 2011
Citigroup February 2002 - March 2006
Credit Suisse First Boston September 2000 - February 2002
Index Stock Imagery March 2000 - August 2000
Charles Schwab April 1999 - November 1999
BancBoston Robertson Stephens October 1998 - February 1999
Credit Suisse First Boston July 1997 - September 1998
First Boston Corporation February 1996 - June 1997
Skills
Information Security, Microsoft Exchange, Unix, Technical Support, Security, ITIL, Information Technology, Servers, Windows, Active Directory, Incident Management, Visio, IT Investigation, E-Crime Investigation, Incident Response, Digital Forensics, Email Boundary, End User Security, SharePoint, Help Desk Support, System Deployment, Computer Forensics, CISSP, Business Continuity, Disaster Recovery, IT Strategy
Education
New York University 1995 — 1997
None, General Studies
Ben Royce Ben Royce's Credit Suisse First Boston Experience October 1998 - December 2001
Job Software Developer
Industry Information Technology and Services
Experience
Debut mHealth February 2015 - Present
AMC Health November 2011 - Present
Corporate Insight July 2002 - Present
SchoolNet March 2004 - May 2006
Credit Suisse First Boston October 1998 - December 2001
Osler Health September 1996 - August 1998
Skills
XML, Microsoft SQL Server, SQL, Visual Studio, JavaScript, Databases, ASP.NET, .NET, Visual Basic, Integration, AJAX, Eclipse, ASP, XSLT, Requirements Analysis, MVC, VBScript, Access, VBA, Iguana, Lua
Education
Columbia University 1997 — 1998
Certificate
New York University 1994 — 1996
Master of Arts
Yale University 1988 — 1992
Bachelor of Science
Debut mHealth February 2015 - Present
AMC Health November 2011 - Present
Corporate Insight July 2002 - Present
SchoolNet March 2004 - May 2006
Credit Suisse First Boston October 1998 - December 2001
Osler Health September 1996 - August 1998
Skills
XML, Microsoft SQL Server, SQL, Visual Studio, JavaScript, Databases, ASP.NET, .NET, Visual Basic, Integration, AJAX, Eclipse, ASP, XSLT, Requirements Analysis, MVC, VBScript, Access, VBA, Iguana, Lua
Education
Columbia University 1997 — 1998
Certificate
New York University 1994 — 1996
Master of Arts
Yale University 1988 — 1992
Bachelor of Science
David M. Cyganowski's Credit Suisse First Boston Experience 1984 - 1995
Job Managing Director, Kaufman Hall & Associates
Industry Management Consulting
Experience
Kaufman Hall & Associates September 2011 - Present
Citigroup 1995 - 2011
Credit Suisse First Boston 1984 - 1995
A.G. Becker 1982 - 1984
Skills
Strategy, M&A experience, Corporate Finance, Public Finance, Private Equity, Investment Banking, Business Growth...
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MBA, Finance
Kaufman Hall & Associates September 2011 - Present
Citigroup 1995 - 2011
Credit Suisse First Boston 1984 - 1995
A.G. Becker 1982 - 1984
Skills
Strategy, M&A experience, Corporate Finance, Public Finance, Private Equity, Investment Banking, Business Growth...
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MBA, Finance
Stephen D Kempisty Stephen D Kempisty's Credit Suisse First Boston Experience 1997 - 1999
Job VP, Business Development at Flatiron Media/MyDailyMoment.com; Adjunct Faculty, Subject Matter Expert Marketing & Advert
Industry Internet
Experience
Flatiron Media/MyDailyMoment.com March 2006 - Present
University of Phoenix July 2005 - Present
eDiets.com 2001 - February 2006
eSpeed 2000 - 2001
Standard & Poors 1999 - 2000
Credit Suisse First Boston 1997 - 1999
NatWest Bank/Fleet Bank/Bank of America January 1994 - June 1997
Skills
Contract Negotiation, Salesforce.com, Customer Service, Business Analysis, Microsoft Office, Media Buying, Strategic Partnerships, Business Development, Lead Generation, Advertising, Marketing, SEO, Public Speaking, Team Building, Email Marketing, Online Marketing, Online Advertising, Leadership, Coaching, Media Planning, Digital Strategy, Customer Acquisition, Strategic Planning, E-commerce, Sales, Advertising Sales, Social Media Marketing, Management, PPC, Affiliate Marketing, Digital Marketing, Project Management, Analytics, Social Networking, Digital Media, Marketing Strategy
Education
Nova Southeastern University 2000 — 2003
MBA, eBusiness
Rutgers University-New Brunswick 1993 — 1997
BA, Organizational & Personnel Psychology
Flatiron Media/MyDailyMoment.com March 2006 - Present
University of Phoenix July 2005 - Present
eDiets.com 2001 - February 2006
eSpeed 2000 - 2001
Standard & Poors 1999 - 2000
Credit Suisse First Boston 1997 - 1999
NatWest Bank/Fleet Bank/Bank of America January 1994 - June 1997
Skills
Contract Negotiation, Salesforce.com, Customer Service, Business Analysis, Microsoft Office, Media Buying, Strategic Partnerships, Business Development, Lead Generation, Advertising, Marketing, SEO, Public Speaking, Team Building, Email Marketing, Online Marketing, Online Advertising, Leadership, Coaching, Media Planning, Digital Strategy, Customer Acquisition, Strategic Planning, E-commerce, Sales, Advertising Sales, Social Media Marketing, Management, PPC, Affiliate Marketing, Digital Marketing, Project Management, Analytics, Social Networking, Digital Media, Marketing Strategy
Education
Nova Southeastern University 2000 — 2003
MBA, eBusiness
Rutgers University-New Brunswick 1993 — 1997
BA, Organizational & Personnel Psychology
Laura Burg Laura Burg's Credit Suisse First Boston Experience 2001 - 2005
Job Global Head of Campus Recruiting at AB
Industry Investment Management
Experience
AB July 2015 - Present
Bernstein Research January 2015 - July 2015
Sanford C. Bernstein September 2005 - January 2015
Credit Suisse First Boston 2001 - 2005
Morgan Stanley July 2000 - April 2001
Education
Oberlin College 1996 — 1999
BA, Sociology
George School
AB July 2015 - Present
Bernstein Research January 2015 - July 2015
Sanford C. Bernstein September 2005 - January 2015
Credit Suisse First Boston 2001 - 2005
Morgan Stanley July 2000 - April 2001
Education
Oberlin College 1996 — 1999
BA, Sociology
George School
Peter Lonstrup Peter Lonstrup's Credit Suisse First Boston Experience August 2008 - January 2011
Job Contractor at Credit Suisse
Industry Computer & Network Security
Experience
Wells Fargo February 2012 - Present
Credit Suisse August 2008 - February 2012
Credit Suisse First Boston August 2008 - January 2011
Barclays Capital November 2007 - August 2008
Bear Stearns February 2007 - October 2007
Barclay's Capital July 2006 - February 2007
Bear Stearns May 2005 - February 2006
EA 2004 - 2005
Computer Sciences Corporation 2000 - 2004
UBS 1988 - 1996
Education
Pangbourne College
Penn State University
Bsc, Geophysics
Wells Fargo February 2012 - Present
Credit Suisse August 2008 - February 2012
Credit Suisse First Boston August 2008 - January 2011
Barclays Capital November 2007 - August 2008
Bear Stearns February 2007 - October 2007
Barclay's Capital July 2006 - February 2007
Bear Stearns May 2005 - February 2006
EA 2004 - 2005
Computer Sciences Corporation 2000 - 2004
UBS 1988 - 1996
Education
Pangbourne College
Penn State University
Bsc, Geophysics
Deonna McWilliams Deonna McWilliams's Credit Suisse First Boston Experience 1999 - 2002
Job Client Onboarding Officer at J.P. Morgan
Industry Banking
Experience
J.P. Morgan May 2015 - Present
J.P. Morgan May 2013 - May 2015
AIG GLOBAL REAL ESTATE February 2003 - October 2009
CREDIT SUISSE FIRST BOSTON (DLJ) January 1999 - January 2002
Credit Suisse First Boston 1999 - 2002
Capital Management Associates January 1993 - January 1997
Skills
Portfolio Management, Asset Management
Education
Pace University - Lubin School of Business 1994 — 1999
BBA, Finance
J.P. Morgan May 2015 - Present
J.P. Morgan May 2013 - May 2015
AIG GLOBAL REAL ESTATE February 2003 - October 2009
CREDIT SUISSE FIRST BOSTON (DLJ) January 1999 - January 2002
Credit Suisse First Boston 1999 - 2002
Capital Management Associates January 1993 - January 1997
Skills
Portfolio Management, Asset Management
Education
Pace University - Lubin School of Business 1994 — 1999
BBA, Finance
Nicole (Nicki) Hahn's Credit Suisse First Boston Experience May 2001 - September 2001
Job International Business Strategy | Marketing | Sales | Legal Research | eBooks
Industry Information Technology and Services
Experience
LexisNexis September 2011 - Present
LexisNexis February 2009 - December 2011
LexisNexis September 2007 - January 2009
Saratoga Casino and Raceway January 2004 - September 2007
Credit Suisse First Boston May 2001 - September 2001
Skills
Product Management, Cross-functional Team..., CRM, Market Research, Marketing, New Business Development, Start-ups, Management, Business Planning, Business Intelligence, Team Building, Budgets, Negotiation, International Business, Brand Management, Project Planning, Event Management, B2B Marketing, Team Leadership, Lead Generation, Sales, Business Development, Marketing Management
Education
Northeastern University 2010 — 2012
MBA, Double concentration in Marketing & International Management
University at Albany, SUNY 2001 — 2003
BS, Business Administration - Marketing
Wagner College 1999 — 2001
International Affairs
LexisNexis September 2011 - Present
LexisNexis February 2009 - December 2011
LexisNexis September 2007 - January 2009
Saratoga Casino and Raceway January 2004 - September 2007
Credit Suisse First Boston May 2001 - September 2001
Skills
Product Management, Cross-functional Team..., CRM, Market Research, Marketing, New Business Development, Start-ups, Management, Business Planning, Business Intelligence, Team Building, Budgets, Negotiation, International Business, Brand Management, Project Planning, Event Management, B2B Marketing, Team Leadership, Lead Generation, Sales, Business Development, Marketing Management
Education
Northeastern University 2010 — 2012
MBA, Double concentration in Marketing & International Management
University at Albany, SUNY 2001 — 2003
BS, Business Administration - Marketing
Wagner College 1999 — 2001
International Affairs
Ashish Kasturia Ashish Kasturia's Credit Suisse First Boston Experience June 2005 - August 2005
Job Director at Visa
Industry Financial Services
Experience
Visa October 2013 - Present
Visa March 2010 - September 2013
Redwood Renewables August 2009 - March 2010
Initfini, Inc. August 2007 - March 2010
Banc of America Securities July 2006 - August 2007
Credit Suisse First Boston June 2005 - August 2005
Pipal Systems May 2002 - July 2004
Cisco Systems February 2001 - January 2002
Lucent Technologies May 1998 - February 2001
Siemens August 1995 - January 1998
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Strategy, General Management, Finance, Marketing
Stanford University 1999 — 2001
MS, Computer Science
Panjab University 1991 — 1995
BE, Engineering - Electronics and Telecommunications
DAVC, Sec 10, Chandigarh
St. Kabir Public School
Visa October 2013 - Present
Visa March 2010 - September 2013
Redwood Renewables August 2009 - March 2010
Initfini, Inc. August 2007 - March 2010
Banc of America Securities July 2006 - August 2007
Credit Suisse First Boston June 2005 - August 2005
Pipal Systems May 2002 - July 2004
Cisco Systems February 2001 - January 2002
Lucent Technologies May 1998 - February 2001
Siemens August 1995 - January 1998
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Strategy, General Management, Finance, Marketing
Stanford University 1999 — 2001
MS, Computer Science
Panjab University 1991 — 1995
BE, Engineering - Electronics and Telecommunications
DAVC, Sec 10, Chandigarh
St. Kabir Public School
Stephen Medici Stephen Medici's Credit Suisse First Boston Experience March 1981 - December 1994
Job Adjunct Faculty at Molloy College and author of "Adverse Selection, "A Walk Around Cold Spring Pond" and other novels.
Industry Executive Office
Experience
Molloy College May 2008 - Present
Harmon-Medici Assoc. February 2006 - Present
Black Mountain Management, Inc January 1995 - December 2005
Black Mountain Group 2003 - 2005
Credit Suisse 1981 - 1995
Credit Suisse First Boston March 1981 - December 1994
Dpository Trust Company March 1977 - March 1981
Skills
Leadership Development, Organizational..., Talent Management, Research, Fundraising, Employee Engagement, Strategy, Higher Education, Management Consulting, Entrepreneurship, Budgets, Leadership, Teaching, Human Resources, Process Improvement, Customer Service, Staff Development, Personnel Management, Workshop Facilitation, Recruiting, Outsourcing, Training, Career Development, Management, Executive Coaching, Policy
Education
Pace University - Lubin School of Business 1978 — 1981
MS, Industrial Relations
SUNY Brockport 1970 — 1974
Bachelor of Science (BS), Psychology
Molloy College May 2008 - Present
Harmon-Medici Assoc. February 2006 - Present
Black Mountain Management, Inc January 1995 - December 2005
Black Mountain Group 2003 - 2005
Credit Suisse 1981 - 1995
Credit Suisse First Boston March 1981 - December 1994
Dpository Trust Company March 1977 - March 1981
Skills
Leadership Development, Organizational..., Talent Management, Research, Fundraising, Employee Engagement, Strategy, Higher Education, Management Consulting, Entrepreneurship, Budgets, Leadership, Teaching, Human Resources, Process Improvement, Customer Service, Staff Development, Personnel Management, Workshop Facilitation, Recruiting, Outsourcing, Training, Career Development, Management, Executive Coaching, Policy
Education
Pace University - Lubin School of Business 1978 — 1981
MS, Industrial Relations
SUNY Brockport 1970 — 1974
Bachelor of Science (BS), Psychology
Shaun Gravistin Shaun Gravistin's Credit Suisse First Boston Experience 2000 - 2000
Job Strategy & Corporate Development Executive
Industry Industrial Automation
Experience
IDEX Corporation January 2013 - Present
Johnson Controls 2006 - 2013
Viad Corp 2004 - 2006
L.E.K. Consulting 2001 - 2004
Credit Suisse First Boston 2000 - 2000
First National Bank 1995 - 1999
Skills
Business Planning, Strategy, Business Development, Forecasting, Due Diligence, Management, Business Strategy, Segmentation, Competitive Analysis, Cross-functional Team..., Private Equity, Valuation, Process Improvement, Portfolio Management, Leadership, Strategic Planning, Corporate Development, Mergers & Acquisitions, P&L Management, Financial Modeling, Strategy Consulting, Strategic Partnerships, Thought Leadership, Market Entry, Market Segmentation, Scenario Analysis, M&A Strategy, Market Research, Market Sizing, Channel Strategy, Strategic Pricing, Value-Based Pricing, Forecasting Models, Productivity Improvement, High-Performance Teams, Business Turnarounds, Synergy Modeling, M&A Funnel Development, Market Intelligence, Talent Development, Acquisition Integration..., Financial Analysis, Capital Allocation, New Product Development, Marketing Strategy, Market Analysis, Portfolio Strategy, Deal Negotiation, Program Management, Project Planning
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance & Strategy
University of Alaska Anchorage 1989 — 1994
BBA, Finance major, Accounting minor
IDEX Corporation January 2013 - Present
Johnson Controls 2006 - 2013
Viad Corp 2004 - 2006
L.E.K. Consulting 2001 - 2004
Credit Suisse First Boston 2000 - 2000
First National Bank 1995 - 1999
Skills
Business Planning, Strategy, Business Development, Forecasting, Due Diligence, Management, Business Strategy, Segmentation, Competitive Analysis, Cross-functional Team..., Private Equity, Valuation, Process Improvement, Portfolio Management, Leadership, Strategic Planning, Corporate Development, Mergers & Acquisitions, P&L Management, Financial Modeling, Strategy Consulting, Strategic Partnerships, Thought Leadership, Market Entry, Market Segmentation, Scenario Analysis, M&A Strategy, Market Research, Market Sizing, Channel Strategy, Strategic Pricing, Value-Based Pricing, Forecasting Models, Productivity Improvement, High-Performance Teams, Business Turnarounds, Synergy Modeling, M&A Funnel Development, Market Intelligence, Talent Development, Acquisition Integration..., Financial Analysis, Capital Allocation, New Product Development, Marketing Strategy, Market Analysis, Portfolio Strategy, Deal Negotiation, Program Management, Project Planning
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance & Strategy
University of Alaska Anchorage 1989 — 1994
BBA, Finance major, Accounting minor
Connie Lustofin Connie Lustofin's Credit Suisse First Boston Experience May 2002 - January 2005
Job Learning and Development, OppenheimerFunds
Industry Human Resources
Experience
OppenheimerFunds March 2014 - Present
Bloomberg January 2009 - March 2014
Credit Suisse January 2002 - August 2008
Credit Suisse First Boston May 2002 - January 2005
Bright Sun Consulting 1997 - 2000
McCann Erickson 1996 - 1997
Skills
Human Resources, Instructional Design, Recruiting, E-Learning, CRM, Employee Relations, Talent Management, Program Management, Learning Management..., Coaching, Organizational..., Analysis, Training, Performance Management, Management, Project Management
Education
American Society for Training and Development (ASTD) 2006 — 2006
Certificate, eLearning Instructional Design
New York University 1998 — 2000
Certification Program - School of Continuing and Professional Studies, Finance
Purchase College, SUNY 1989 — 1993
OppenheimerFunds March 2014 - Present
Bloomberg January 2009 - March 2014
Credit Suisse January 2002 - August 2008
Credit Suisse First Boston May 2002 - January 2005
Bright Sun Consulting 1997 - 2000
McCann Erickson 1996 - 1997
Skills
Human Resources, Instructional Design, Recruiting, E-Learning, CRM, Employee Relations, Talent Management, Program Management, Learning Management..., Coaching, Organizational..., Analysis, Training, Performance Management, Management, Project Management
Education
American Society for Training and Development (ASTD) 2006 — 2006
Certificate, eLearning Instructional Design
New York University 1998 — 2000
Certification Program - School of Continuing and Professional Studies, Finance
Purchase College, SUNY 1989 — 1993
Josh Thelin Josh Thelin's Credit Suisse First Boston Experience January 2000 - January 2001
Job Account Representative at CCAH
Industry Fund-Raising
Experience
Chapman Cubine Adams + Hussey 2015 - Present
Bay Area Outreach and Recreation Program (BORP) April 2012 - April 2015
San Francisco Jewish Film Festival October 2010 - February 2012
ADECCO at CREDIT SUISSE SECURITIES (USA) LLC August 2009 - July 2010
ADECCO at CREDIT SUISSE SECURITIES (USA) LLC October 2007 - June 2009
Orrick, Herrington & Sutcliffe LLP October 2005 - July 2006
RADER FISHMAN & GRAUER September 2004 - May 2005
Credit Suisse First Boston January 2000 - January 2001
Orfinmagic Productions 1999 - 2001
Skills
Raiser's Edge, Attention To Detail, Excel, Non-profits, Donor Management, Stewardship, Fundraisers, Nonprofits, Grant Writing, Philanthropy, Prospect Research, Fundraising, Annual Giving, Microsoft Excel, Community Outreach, Event Management, Blogging, Editing, Public Speaking, Newsletters
Education
Oberlin College
BA, English
The Shakespeare Theatre Academy for Classical Acting (ACA) at the George Washington University2007
Master of Fine Arts, Classical Acting
Chapman Cubine Adams + Hussey 2015 - Present
Bay Area Outreach and Recreation Program (BORP) April 2012 - April 2015
San Francisco Jewish Film Festival October 2010 - February 2012
ADECCO at CREDIT SUISSE SECURITIES (USA) LLC August 2009 - July 2010
ADECCO at CREDIT SUISSE SECURITIES (USA) LLC October 2007 - June 2009
Orrick, Herrington & Sutcliffe LLP October 2005 - July 2006
RADER FISHMAN & GRAUER September 2004 - May 2005
Credit Suisse First Boston January 2000 - January 2001
Orfinmagic Productions 1999 - 2001
Skills
Raiser's Edge, Attention To Detail, Excel, Non-profits, Donor Management, Stewardship, Fundraisers, Nonprofits, Grant Writing, Philanthropy, Prospect Research, Fundraising, Annual Giving, Microsoft Excel, Community Outreach, Event Management, Blogging, Editing, Public Speaking, Newsletters
Education
Oberlin College
BA, English
The Shakespeare Theatre Academy for Classical Acting (ACA) at the George Washington University2007
Master of Fine Arts, Classical Acting
Julie Kemps-Rowley's Credit Suisse First Boston Experience September 2000 - September 2001
Job Sales Associate at Keller Williams Realty, Accredited Home Staging Professional
Industry Real Estate
Experience
Keller Williams Realty August 2010 - Present
RE/MAX Village Square June 2008 - August 2010
Rhodes, Van Note & Co. June 2004 - June 2008
HSBC Securities September 2001 - April 2003
Credit Suisse First Boston September 2000 - September 2001
Donaldson, Lufkin & Jenrette October 1996 - September 2000
Unilever 1995 - 1996
Empire Entertainment November 1993 - February 1995
Skills
Accredited Staging..., Investment Properties, Residential Homes, Real Estate, Home Staging, Buyer Representation, Investments, Asset Management, First Time Home Buyers, Short Sales, Marketing, Sellers, Relocation, Condos, Investors, Townhomes, Luxury, New Home Sales, Single Family Homes, Listings
Education
New York University 1991 — 1993
BFA - Tisch School of the Arts, Film/TV
Keller Williams Realty August 2010 - Present
RE/MAX Village Square June 2008 - August 2010
Rhodes, Van Note & Co. June 2004 - June 2008
HSBC Securities September 2001 - April 2003
Credit Suisse First Boston September 2000 - September 2001
Donaldson, Lufkin & Jenrette October 1996 - September 2000
Unilever 1995 - 1996
Empire Entertainment November 1993 - February 1995
Skills
Accredited Staging..., Investment Properties, Residential Homes, Real Estate, Home Staging, Buyer Representation, Investments, Asset Management, First Time Home Buyers, Short Sales, Marketing, Sellers, Relocation, Condos, Investors, Townhomes, Luxury, New Home Sales, Single Family Homes, Listings
Education
New York University 1991 — 1993
BFA - Tisch School of the Arts, Film/TV
Heidi Surovetz's Credit Suisse First Boston Experience November 1999 - October 2000
Job Business Continuity Practioner, CBCP
Industry Program Development
Experience
Genesis Global Group January 2012 - Present
Pfizer August 2008 - September 2011
Genesis Global Group January 2008 - August 2008
Avaya February 2003 - November 2007
Deutsche Bank 1996 - 2003
Credit Suisse First Boston November 1999 - October 2000
Skills
Business Continuity, Business Continuity..., Risk Management, Program Management, Crisis Management, Project Management, Enterprise Software, Business Analysis, Disaster Recovery, Management, IT Strategy, Governance, Vendor Management, Enterprise Risk..., Project Portfolio..., Risk Assessment, Incident Management, Information Security..., Information Security, Training, Internal Audit, Business Requirements, Strategic Consulting, Business Case, Certified Project..., Business Process..., Information Technology, PMO, Process Improvement, IT Management, Security, IT Audit, Business Process
Education
Northeastern University
BS
Genesis Global Group January 2012 - Present
Pfizer August 2008 - September 2011
Genesis Global Group January 2008 - August 2008
Avaya February 2003 - November 2007
Deutsche Bank 1996 - 2003
Credit Suisse First Boston November 1999 - October 2000
Skills
Business Continuity, Business Continuity..., Risk Management, Program Management, Crisis Management, Project Management, Enterprise Software, Business Analysis, Disaster Recovery, Management, IT Strategy, Governance, Vendor Management, Enterprise Risk..., Project Portfolio..., Risk Assessment, Incident Management, Information Security..., Information Security, Training, Internal Audit, Business Requirements, Strategic Consulting, Business Case, Certified Project..., Business Process..., Information Technology, PMO, Process Improvement, IT Management, Security, IT Audit, Business Process
Education
Northeastern University
BS
Steven Zeidler Steven Zeidler's Credit Suisse First Boston Experience 1999 - 2002
Job executive director at jp morgan chase
Industry Financial Services
Experience
JPMorgan Chase September 2006 - Present
JPMorgan 2006 - Present
Merrill Lynch September 2002 - September 2006
Credit Suisse First Boston 1999 - 2002
Bankers Trust 1991 - 1999
Skills
Credit Derivatives, Fixed Income, Trading Systems, Swaps, Derivatives, Investment Banking, Middle Office, Capital Markets, Structured Products, Credit Risk, c++, Multithreading, ATL COM, Electronic Trading, Equities, Market Data, Hedge Funds, Prime Brokerage, Trading, Risk Management, Financial Services
Education
Northeastern University
JPMorgan Chase September 2006 - Present
JPMorgan 2006 - Present
Merrill Lynch September 2002 - September 2006
Credit Suisse First Boston 1999 - 2002
Bankers Trust 1991 - 1999
Skills
Credit Derivatives, Fixed Income, Trading Systems, Swaps, Derivatives, Investment Banking, Middle Office, Capital Markets, Structured Products, Credit Risk, c++, Multithreading, ATL COM, Electronic Trading, Equities, Market Data, Hedge Funds, Prime Brokerage, Trading, Risk Management, Financial Services
Education
Northeastern University
Alan Braverman Alan Braverman's Credit Suisse First Boston Experience 1995 - 1998
Job Managing Partner at Milestone Active Management Fund
Industry Investment Management
Experience
Milestone Active Management, LLC September 2012 - Present
Global Business Funding Group 2009 - Present
RAR Associates September 2002 - December 2009
Leading Indicator Research March 2007 - 2008
US Trust 2001 - 2002
NBC Internet 2000 - 2001
Banc of America Securities 1999 - 2000
Deutsche Bank Securities 1998 - 1999
Credit Suisse First Boston 1995 - 1998
US West 1991 - 1995
Skills
Alternative Investments, Private Equity, Investments, Asset Managment, Equities, Hedge Funds, Business Planning, Portfolio Management, Venture Capital, Strategic Financial..., Investment Advisory, Start-ups, Financial Markets, Financial Modeling, Management, Funding, Entrepreneurship, Finance, Corporate Finance, Due Diligence, Corporate Development, Emerging Markets, Mutual Funds, Asset Management, Executive Management, Investor Relations, Capital Markets, Private Placements, Valuation, Investment Banking, Capital Raising, Financial Structuring, Investment Management, IPO, Mergers & Acquisitions, Restructuring, Investment Strategies, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 1990 — 1991
MBA, Finance, General Management, Marketing
University of Pennsylvania - The Wharton School 1986 — 1990
BBA, Finance, General Management
Rutgers University-New Brunswick 1979 — 1983
Electrical/Bio Medical Engineering
Willingboro HS
Milestone Active Management, LLC September 2012 - Present
Global Business Funding Group 2009 - Present
RAR Associates September 2002 - December 2009
Leading Indicator Research March 2007 - 2008
US Trust 2001 - 2002
NBC Internet 2000 - 2001
Banc of America Securities 1999 - 2000
Deutsche Bank Securities 1998 - 1999
Credit Suisse First Boston 1995 - 1998
US West 1991 - 1995
Skills
Alternative Investments, Private Equity, Investments, Asset Managment, Equities, Hedge Funds, Business Planning, Portfolio Management, Venture Capital, Strategic Financial..., Investment Advisory, Start-ups, Financial Markets, Financial Modeling, Management, Funding, Entrepreneurship, Finance, Corporate Finance, Due Diligence, Corporate Development, Emerging Markets, Mutual Funds, Asset Management, Executive Management, Investor Relations, Capital Markets, Private Placements, Valuation, Investment Banking, Capital Raising, Financial Structuring, Investment Management, IPO, Mergers & Acquisitions, Restructuring, Investment Strategies, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 1990 — 1991
MBA, Finance, General Management, Marketing
University of Pennsylvania - The Wharton School 1986 — 1990
BBA, Finance, General Management
Rutgers University-New Brunswick 1979 — 1983
Electrical/Bio Medical Engineering
Willingboro HS
Frank Schuck Frank Schuck's Credit Suisse First Boston Experience February 1984 - May 1989
Job Managing Director at TM Technology Partners
Industry Information Technology and Services
Experience
TM Technology Partners November 2013 - Present
Cerami Technology April 2012 - October 2013
CS Technology February 2000 - May 2012
Constantin Walsh-Lowe June 1994 - February 2000
Dun & Bradstreet May 1989 - June 1994
Credit Suisse First Boston February 1984 - May 1989
Skills
Program Management, Business Development, IT Strategy, IT Management, Change Management, Budget, MS Project, Management, Strategic Planning, Project Planning, Vendor Management, Disaster Recovery, Strategy, Integration, Budgets, Telecommunications, Project Delivery, Outsourcing, Infrastructure, New Business Development, Project Portfolio..., Management Consulting, Construction, Business Process, Process Improvement, Leadership, Team Building, Business Process...
Education
Pace University - Lubin School of Business 1983 — 1988
MBA, Information Systems
University of Utah 1975 — 1979
BS, Business
TM Technology Partners November 2013 - Present
Cerami Technology April 2012 - October 2013
CS Technology February 2000 - May 2012
Constantin Walsh-Lowe June 1994 - February 2000
Dun & Bradstreet May 1989 - June 1994
Credit Suisse First Boston February 1984 - May 1989
Skills
Program Management, Business Development, IT Strategy, IT Management, Change Management, Budget, MS Project, Management, Strategic Planning, Project Planning, Vendor Management, Disaster Recovery, Strategy, Integration, Budgets, Telecommunications, Project Delivery, Outsourcing, Infrastructure, New Business Development, Project Portfolio..., Management Consulting, Construction, Business Process, Process Improvement, Leadership, Team Building, Business Process...
Education
Pace University - Lubin School of Business 1983 — 1988
MBA, Information Systems
University of Utah 1975 — 1979
BS, Business
Carrie Tam Carrie Tam's Credit Suisse First Boston Experience 1994 - 1996
Job Manager, Research, Commercialization & Compliance at Amgen
Industry Biotechnology
Experience
Amgen March 2012 - Present
Amgen January 2009 - March 2012
Amgen July 2002 - January 2009
Immunex April 1998 - July 2002
Merrill Lynch 1996 - 1998
Credit Suisse First Boston 1994 - 1996
Skills
Biotechnology, Biopharmaceuticals, Pharmaceutical Industry, Sop, FDA, GMP, GCP, Molecular Biology, Validation, Change Control, Clinical Trials, CAPA, Clinical Development, 21 CFR Part 11, SOP
Education
Ellis College: New York Institute of Technology 2006 — 2008
BS, Business and Communication
New York University 1985 — 1987
Liberal Arts and Sciences, General Studies and Humanities
Amgen March 2012 - Present
Amgen January 2009 - March 2012
Amgen July 2002 - January 2009
Immunex April 1998 - July 2002
Merrill Lynch 1996 - 1998
Credit Suisse First Boston 1994 - 1996
Skills
Biotechnology, Biopharmaceuticals, Pharmaceutical Industry, Sop, FDA, GMP, GCP, Molecular Biology, Validation, Change Control, Clinical Trials, CAPA, Clinical Development, 21 CFR Part 11, SOP
Education
Ellis College: New York Institute of Technology 2006 — 2008
BS, Business and Communication
New York University 1985 — 1987
Liberal Arts and Sciences, General Studies and Humanities
Brian Kohn Brian Kohn's Credit Suisse First Boston Experience September 1996 - August 1998
Job Associate at Greenberg Traurig, LLP
Industry Law Practice
Experience
Greenberg Traurig, LLP January 2012 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2006 - 2011
Credit Suisse First Boston September 1996 - August 1998
Deloitte Consulting September 1994 - August 1996
Skills
Litigation, Commercial Litigation, Legal Research, Civil Litigation, Legal Writing, Real Estate, Real Estate Transactions, Commercial Real Estate
Education
Northwestern University School of Law 2003 — 2006
JD, Law
The University of Chicago 1991 — 1994
BA, Economics
Greenberg Traurig, LLP January 2012 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2006 - 2011
Credit Suisse First Boston September 1996 - August 1998
Deloitte Consulting September 1994 - August 1996
Skills
Litigation, Commercial Litigation, Legal Research, Civil Litigation, Legal Writing, Real Estate, Real Estate Transactions, Commercial Real Estate
Education
Northwestern University School of Law 2003 — 2006
JD, Law
The University of Chicago 1991 — 1994
BA, Economics
Todd Kincaide Todd Kincaide's Credit Suisse First Boston Experience February 2004 - November 2005
Job Sous Chef at Piccino
Industry Restaurants
Experience
Piccino November 2013 - Present
Piccino March 2012 - July 2013
Wednesdays.com September 2011 - March 2012
Suggenda, Inc. December 2010 - July 2011
New World Ventures January 2011 - March 2011
Moveable Feast Media September 2010 - December 2010
The Culinary Edge June 2010 - August 2010
Merrill Lynch February 2008 - June 2009
Merrill Lynch December 2005 - January 2008
Credit Suisse First Boston February 2004 - November 2005
Skills
Food, Cooking, Vegetarian Nutrition, Marketing, Valuation, Financial Modeling, Strategy, Entrepreneurship, Start-ups, Marketing Strategy, Business Development, Investments
Education
International Culinary Center, formerly the French Culinary Institute 2012 — 2012
Certificate in Culinary Arts
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, 2011, Entrepreneurship, Marketing, Decision Sciences
University of Virginia 1999 — 2003
BA, Economics, Music
The Potomac School
High School Diploma
Piccino November 2013 - Present
Piccino March 2012 - July 2013
Wednesdays.com September 2011 - March 2012
Suggenda, Inc. December 2010 - July 2011
New World Ventures January 2011 - March 2011
Moveable Feast Media September 2010 - December 2010
The Culinary Edge June 2010 - August 2010
Merrill Lynch February 2008 - June 2009
Merrill Lynch December 2005 - January 2008
Credit Suisse First Boston February 2004 - November 2005
Skills
Food, Cooking, Vegetarian Nutrition, Marketing, Valuation, Financial Modeling, Strategy, Entrepreneurship, Start-ups, Marketing Strategy, Business Development, Investments
Education
International Culinary Center, formerly the French Culinary Institute 2012 — 2012
Certificate in Culinary Arts
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, 2011, Entrepreneurship, Marketing, Decision Sciences
University of Virginia 1999 — 2003
BA, Economics, Music
The Potomac School
High School Diploma
Eric Schroeder Eric Schroeder's Credit Suisse First Boston Experience 1999 - 2000
Job Principal Program Manager Cloud + Enterprise/Enterprise Client and Mobility Engineering at Microsoft
Industry Computer Software
Experience
Microsoft July 2008 - Present
Morgan Stanley April 2000 - July 2008
Credit Suisse First Boston 1999 - 2000
TLW Securities 1996 - 1999
Battle Fowler, LLP January 1993 - January 1996
Skills
Engineering, Cloud Computing, Windows Server, Program Management, Windows, Product Development, Architecture, SCVMM, VDI, Virtualization, Operating Systems, Computer Science, Enterprise Software, IIS, File Systems, Windows Azure, SQL, SQL Server, Software Engineering, Systems Engineering, Perl, Terminal Services, TCL, C, C++, C#, .NET, Powershell, Terminal Server, SDLC, RDP, Storage Area Networks, Storage, Data Center, Microsoft SQL Server, Hyper-V, Distributed Systems, Microsoft Technologies, Unix, Enterprise Architecture, Solaris, Software Project..., Software Design, Agile Methodologies, System Architecture, VMware, Systems Management, Software Development, Technical Architecture, Scalability
Education
Brooklyn Tech 1987 — 1991
New York University
Computer Science/Mathematics
Microsoft July 2008 - Present
Morgan Stanley April 2000 - July 2008
Credit Suisse First Boston 1999 - 2000
TLW Securities 1996 - 1999
Battle Fowler, LLP January 1993 - January 1996
Skills
Engineering, Cloud Computing, Windows Server, Program Management, Windows, Product Development, Architecture, SCVMM, VDI, Virtualization, Operating Systems, Computer Science, Enterprise Software, IIS, File Systems, Windows Azure, SQL, SQL Server, Software Engineering, Systems Engineering, Perl, Terminal Services, TCL, C, C++, C#, .NET, Powershell, Terminal Server, SDLC, RDP, Storage Area Networks, Storage, Data Center, Microsoft SQL Server, Hyper-V, Distributed Systems, Microsoft Technologies, Unix, Enterprise Architecture, Solaris, Software Project..., Software Design, Agile Methodologies, System Architecture, VMware, Systems Management, Software Development, Technical Architecture, Scalability
Education
Brooklyn Tech 1987 — 1991
New York University
Computer Science/Mathematics
Paul Prekeris's Credit Suisse First Boston Experience 1987 - 1990
Job Service Support Manager at Cisco Systems, Inc
Industry Telecommunications
Experience
Cisco Systems 2003 - Present
Cisco Systems, Inc July 1997 - Present
ADT Security Systems 1990 - 1997
Credit Suisse First Boston 1987 - 1990
ITT World Cummunications 1984 - 1987
Skills
Cisco Technologies, IP, Data Center, Telecommunications, MPLS, VoIP, Wireless, Unified Communications, Ethernet, Routing, Managed Services, WAN, Cloud Computing, ITIL, Switches, TCP/IP, Network Security, BGP, IT Service Management, Integration, Routers, Professional Services, Networking, Service Management, Disaster Recovery, Pre-sales, Solution Selling, Network Design, Virtualization, Technical Support, Telepresence, SIP, Service Providers, Security, System Deployment, VPN, Telephony, Juniper, Network Architecture, OSPF, LAN-WAN, Network Engineering, Wireless Networking, Service Delivery, Computer Network..., Storage, Firewalls, CCNA, QoS, VMware
Education
Pratt Institute 1979 — 1984
BSEE
Cisco Systems 2003 - Present
Cisco Systems, Inc July 1997 - Present
ADT Security Systems 1990 - 1997
Credit Suisse First Boston 1987 - 1990
ITT World Cummunications 1984 - 1987
Skills
Cisco Technologies, IP, Data Center, Telecommunications, MPLS, VoIP, Wireless, Unified Communications, Ethernet, Routing, Managed Services, WAN, Cloud Computing, ITIL, Switches, TCP/IP, Network Security, BGP, IT Service Management, Integration, Routers, Professional Services, Networking, Service Management, Disaster Recovery, Pre-sales, Solution Selling, Network Design, Virtualization, Technical Support, Telepresence, SIP, Service Providers, Security, System Deployment, VPN, Telephony, Juniper, Network Architecture, OSPF, LAN-WAN, Network Engineering, Wireless Networking, Service Delivery, Computer Network..., Storage, Firewalls, CCNA, QoS, VMware
Education
Pratt Institute 1979 — 1984
BSEE
Chris Connor's Credit Suisse First Boston Experience 2001 - 2002
Job Technology, Media, & Telecom Investor
Industry Financial Services
Experience
JAT Capital 2007 - Present
Frontpoint Stadia 2003 - 2007
Credit Suisse First Boston 2001 - 2002
Skills
Investor in Internet,..., Hedge Funds, Internet, Financial Analysis, Portfolio Management
Education
New York University School of Law 1998 — 2001
JD
The University of Texas at Austin 1994 — 1998
JAT Capital 2007 - Present
Frontpoint Stadia 2003 - 2007
Credit Suisse First Boston 2001 - 2002
Skills
Investor in Internet,..., Hedge Funds, Internet, Financial Analysis, Portfolio Management
Education
New York University School of Law 1998 — 2001
JD
The University of Texas at Austin 1994 — 1998
Alan Fischbein Alan Fischbein's Credit Suisse First Boston Experience 2000 - 2004
Job Quantitative Developer at Ambre Technology LP
Industry Investment Management
Experience
Ambre Technology LP January 2013 - Present
C12 Capital Management September 2009 - December 2012
Barclays Capital 2007 - 2009
Deutsche Bank Securities July 2004 - July 2007
Credit Suisse First Boston 2000 - 2004
Skills
CDS, Credit Derivatives, Fixed Income, Bloomberg, Derivatives, Equities, Trading, Trading Systems, Risk Management, ABS, MBS, VBA
Education
Polytechnic University 1998 — 2000
M.S., Financial Engineering
Queens College 1994 — 1998
B.S., Computer Science
Ambre Technology LP January 2013 - Present
C12 Capital Management September 2009 - December 2012
Barclays Capital 2007 - 2009
Deutsche Bank Securities July 2004 - July 2007
Credit Suisse First Boston 2000 - 2004
Skills
CDS, Credit Derivatives, Fixed Income, Bloomberg, Derivatives, Equities, Trading, Trading Systems, Risk Management, ABS, MBS, VBA
Education
Polytechnic University 1998 — 2000
M.S., Financial Engineering
Queens College 1994 — 1998
B.S., Computer Science
Michelle Kerzhner Michelle Kerzhner's Credit Suisse First Boston Experience August 2000 - June 2001
Job Strategic Legal Solutions
Industry Staffing and Recruiting
Experience
Strategic Legal Solutions July 2010 - Present
Strategic Legal Solutions February 2005 - Present
Associated Merchandising Corporation 2002 - 2003
Credit Suisse First Boston August 2000 - June 2001
UBS PaineWebber 1998 - 2000
Skills
Litigation Support, Document Review, Intellectual Property, Litigation, Legal Research, Corporate Law, Legal Writing, Commercial Litigation, Employment Law, Civil Litigation, Contract Negotiation, Business Development, Legal Assistance, Due Diligence, Negotiation
Education
Pace University 2000 — 2004
BA, Applied Psychology and Human Relations
Fort Lee High School
Strategic Legal Solutions July 2010 - Present
Strategic Legal Solutions February 2005 - Present
Associated Merchandising Corporation 2002 - 2003
Credit Suisse First Boston August 2000 - June 2001
UBS PaineWebber 1998 - 2000
Skills
Litigation Support, Document Review, Intellectual Property, Litigation, Legal Research, Corporate Law, Legal Writing, Commercial Litigation, Employment Law, Civil Litigation, Contract Negotiation, Business Development, Legal Assistance, Due Diligence, Negotiation
Education
Pace University 2000 — 2004
BA, Applied Psychology and Human Relations
Fort Lee High School
Jay Stevens Jay Stevens's Credit Suisse First Boston Experience March 2010 - October 2013
Job Trader Listed Derivatives at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
Credit Suisse October 2013 - Present
Credit Suisse First Boston March 2010 - October 2013
Elevation LLC January 2010 - March 2010
Blackbird Holdings, Inc May 2008 - August 2008
Skills
Derivatives, Series 7, Back Office, FX Options, Equity Derivatives, Series 63, Prime Brokerage, Fixed Income, Options, Bloomberg, Wall Street, Microsoft Excel, GMI
Education
North Carolina State University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Wells Fargo Securities August 2015 - Present
Credit Suisse October 2013 - Present
Credit Suisse First Boston March 2010 - October 2013
Elevation LLC January 2010 - March 2010
Blackbird Holdings, Inc May 2008 - August 2008
Skills
Derivatives, Series 7, Back Office, FX Options, Equity Derivatives, Series 63, Prime Brokerage, Fixed Income, Options, Bloomberg, Wall Street, Microsoft Excel, GMI
Education
North Carolina State University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Carolyn DeVito's Credit Suisse First Boston Experience 1990 - 1999
Job Program Management / Project Management Professional
Industry Information Technology and Services
Experience
Otived, Inc. 2002 - Present
CIT July 2011 - September 2014
XBRL US, Inc. August 2009 - November 2010
Viant 1999 - 2002
Credit Suisse First Boston 1990 - 1999
NYNEX Material Enterprises 1988 - 1990
Drexel Burnham Lambert 1987 - 1988
NYS Department of Motor Vehicles 1986 - 1987
Entech Computer Skills 1985 - 1986
Margaretville Central School 1982 - 1984
Skills
Program Management, Project Management, PMP, SDLC, Agile Methodologies, Scrum, Change Management, PMO, Software Development, Team Leadership, XML, Business Process, Enterprise Architecture, Agile Project Management, Software Project..., IT Management, Vendor Management, IT Strategy, Project Portfolio..., Management, SQL
Education
State University of New York at Albany 1977 — 1981
BS, Business Education, Accounting, Math
Grumman Data Systems Institute 1984 — 1985
Certificate in Programming, Systems Analysis & Design, Computer Science
Pace University 1995 — 1995
Certificate in UNIX Systems Administration
Otived, Inc. 2002 - Present
CIT July 2011 - September 2014
XBRL US, Inc. August 2009 - November 2010
Viant 1999 - 2002
Credit Suisse First Boston 1990 - 1999
NYNEX Material Enterprises 1988 - 1990
Drexel Burnham Lambert 1987 - 1988
NYS Department of Motor Vehicles 1986 - 1987
Entech Computer Skills 1985 - 1986
Margaretville Central School 1982 - 1984
Skills
Program Management, Project Management, PMP, SDLC, Agile Methodologies, Scrum, Change Management, PMO, Software Development, Team Leadership, XML, Business Process, Enterprise Architecture, Agile Project Management, Software Project..., IT Management, Vendor Management, IT Strategy, Project Portfolio..., Management, SQL
Education
State University of New York at Albany 1977 — 1981
BS, Business Education, Accounting, Math
Grumman Data Systems Institute 1984 — 1985
Certificate in Programming, Systems Analysis & Design, Computer Science
Pace University 1995 — 1995
Certificate in UNIX Systems Administration
Jon Lin's Credit Suisse First Boston Experience 1998 - 2000
Job COO and Head of Product at MeeGenius
Industry Internet
Experience
MeeGenius, Inc. (Acquired by Houghton Mifflin Harcourt) April 2012 - July 2015
Collective[i] September 2011 - March 2012
LexisNexis September 2007 - August 2011
LexisNexis August 2005 - September 2007
Comcast Corporation June 2004 - September 2004
TD Capital Ventures 2001 - 2003
Clearway Technologies 2000 - 2001
Credit Suisse First Boston 1998 - 2000
Skills
Product Management, Entrepreneurship, User Experience, Analytics, Mobile Applications, Product Development, Marketing Strategy, Business Development, Start-ups, Product Launch, Usability, Social Media, Strategy, Product Design, Leadership, Management, Community Sites, Website Redesign, Executive Management, Product Strategy, Managing High..., Digital Media, Strategic Planning, Online Communities, Building Strong Teams, User-centered Design, Web Design, High Performance Teams, Mobile Devices, Venture Capital, Financial Analysis, Mergers & Acquisitions, E-commerce, SaaS, Project Management, Social Media Marketing
Education
The Wharton School, University of Pennsylvania 2003 — 2005
MBA, Marketing and Entrepreneurial Management
Princeton University 1994 — 1998
AB, Economics
St. Paul's School
High School
MeeGenius, Inc. (Acquired by Houghton Mifflin Harcourt) April 2012 - July 2015
Collective[i] September 2011 - March 2012
LexisNexis September 2007 - August 2011
LexisNexis August 2005 - September 2007
Comcast Corporation June 2004 - September 2004
TD Capital Ventures 2001 - 2003
Clearway Technologies 2000 - 2001
Credit Suisse First Boston 1998 - 2000
Skills
Product Management, Entrepreneurship, User Experience, Analytics, Mobile Applications, Product Development, Marketing Strategy, Business Development, Start-ups, Product Launch, Usability, Social Media, Strategy, Product Design, Leadership, Management, Community Sites, Website Redesign, Executive Management, Product Strategy, Managing High..., Digital Media, Strategic Planning, Online Communities, Building Strong Teams, User-centered Design, Web Design, High Performance Teams, Mobile Devices, Venture Capital, Financial Analysis, Mergers & Acquisitions, E-commerce, SaaS, Project Management, Social Media Marketing
Education
The Wharton School, University of Pennsylvania 2003 — 2005
MBA, Marketing and Entrepreneurial Management
Princeton University 1994 — 1998
AB, Economics
St. Paul's School
High School
Penny Thomas's Credit Suisse First Boston Experience June 1994 - December 2002
Job Author of Suspense and Mystery Novels
Industry Writing and Editing
Experience
Retired and writing a novel August 2014 - Present
Penny Thomas Copywriting August 2006 - August 2014
Pen Writer Ink January 2003 - June 2006
Credit Suisse First Boston June 1994 - December 2002
The Lodestar Group June 1990 - June 1994
Beth Israel Medical Center August 1989 - May 1990
Peterson & Blyth Associates October 1987 - June 1989
South Street Seaport Museum September 1986 - September 1987
Operation Sail 1986 / Salute to Liberty January 1985 - August 1986
Lee National Corp February 1981 - December 1984
Skills
Non-profits, Publishing, Copywriting, Real Estate, Sailing, Social Media Marketing, Web Marketing, Insurance, Email Marketing, Blogging, Online Advertising, Direct Marketing, Advertising, Editing, Digital Marketing, Fundraising, Strategy, Marketing, Nonprofits, Online Marketing, Facebook, Marketing Strategy, Entrepreneurship, Social Media, Strategic Communications, SEO, Content Strategy, Integrated Marketing, SEO copywriting, Copy Editing, Press Releases, Social Networking, Marketing Communications, Content Management, Management, Newsletters, Creative Writing, Corporate Communications, Public Speaking, Web Analytics, Gardening, Small Business
Education
New York University 1998 — 2000
Certificate, Fundraising Management
Pace University 1986 — 1989
BS, Industrial Relations and General Studies
Retired and writing a novel August 2014 - Present
Penny Thomas Copywriting August 2006 - August 2014
Pen Writer Ink January 2003 - June 2006
Credit Suisse First Boston June 1994 - December 2002
The Lodestar Group June 1990 - June 1994
Beth Israel Medical Center August 1989 - May 1990
Peterson & Blyth Associates October 1987 - June 1989
South Street Seaport Museum September 1986 - September 1987
Operation Sail 1986 / Salute to Liberty January 1985 - August 1986
Lee National Corp February 1981 - December 1984
Skills
Non-profits, Publishing, Copywriting, Real Estate, Sailing, Social Media Marketing, Web Marketing, Insurance, Email Marketing, Blogging, Online Advertising, Direct Marketing, Advertising, Editing, Digital Marketing, Fundraising, Strategy, Marketing, Nonprofits, Online Marketing, Facebook, Marketing Strategy, Entrepreneurship, Social Media, Strategic Communications, SEO, Content Strategy, Integrated Marketing, SEO copywriting, Copy Editing, Press Releases, Social Networking, Marketing Communications, Content Management, Management, Newsletters, Creative Writing, Corporate Communications, Public Speaking, Web Analytics, Gardening, Small Business
Education
New York University 1998 — 2000
Certificate, Fundraising Management
Pace University 1986 — 1989
BS, Industrial Relations and General Studies
Michelle Doyle's Credit Suisse First Boston Experience June 2002 - May 2004
Job Senior Product Manager, Online Retail at Apple
Industry Computer Software
Experience
Apple October 2014 - Present
Madison Reed July 2013 - June 2014
Apple September 2008 - July 2013
Kodak Gallery December 2005 - September 2008
Credit Suisse First Boston June 2002 - May 2004
DLJ and CSFB July 1998 - May 2002
Kaiser Associates 1997 - 1998
Skills
Product Management, Product Marketing, Go-to-market Strategy, Customer Insight, Competitive Analysis, Strategy, Strategic Partnerships, Mergers & Acquisitions
Education
Northwestern University 1992 — 1996
BA
Apple October 2014 - Present
Madison Reed July 2013 - June 2014
Apple September 2008 - July 2013
Kodak Gallery December 2005 - September 2008
Credit Suisse First Boston June 2002 - May 2004
DLJ and CSFB July 1998 - May 2002
Kaiser Associates 1997 - 1998
Skills
Product Management, Product Marketing, Go-to-market Strategy, Customer Insight, Competitive Analysis, Strategy, Strategic Partnerships, Mergers & Acquisitions
Education
Northwestern University 1992 — 1996
BA
Arun Kolal, PMP, ITIL's Credit Suisse First Boston Experience June 1997 - November 2002
Job Data Architect
Industry Information Technology and Services
Experience
JP Morgan Chase & Co. October 2013 - Present
Credit Suisse June 2012 - September 2013
Credit Suisse July 2009 - June 2012
Credit Suisse October 2006 - June 2009
Credit Suisse November 2002 - October 2006
Credit Suisse First Boston June 1997 - November 2002
Bowne - JFS Division December 1988 - June 1997
Skills
Web Services, SOA, ASP.NET, Business Objects, Release Management, Crystal Reports, Project Management, Shell Scripting, Visual Basic, ETL, Software Development, Business Intelligence, Software Project..., CRM, Unix Shell Scripting, Agile Methodologies, Operating Systems, SharePoint, Infrastructure, Solaris, Vendor Management, Requirements Analysis, Informatica, Sybase Adaptive Server, ASP.NET AJAX, Data Migration, Data Analysis, Oracle, Solution Architecture, .NET, Disaster Recovery, Unix, Microsoft SQL Server, Sybase, SDLC, Incident Management, Data Warehousing, Business Process, Change Management, Enterprise Architecture, IT Strategy, Database Design, ITIL, Perl, Requirements Gathering, SQL, Business Analysis, IT Service Management, Databases, Integration
Education
The George Washington University - School of Business
Associate's Certificate in Business Analysis
Pace University
MS, Computer Science
University of Mysore
BE, Mechnical Engineering
JP Morgan Chase & Co. October 2013 - Present
Credit Suisse June 2012 - September 2013
Credit Suisse July 2009 - June 2012
Credit Suisse October 2006 - June 2009
Credit Suisse November 2002 - October 2006
Credit Suisse First Boston June 1997 - November 2002
Bowne - JFS Division December 1988 - June 1997
Skills
Web Services, SOA, ASP.NET, Business Objects, Release Management, Crystal Reports, Project Management, Shell Scripting, Visual Basic, ETL, Software Development, Business Intelligence, Software Project..., CRM, Unix Shell Scripting, Agile Methodologies, Operating Systems, SharePoint, Infrastructure, Solaris, Vendor Management, Requirements Analysis, Informatica, Sybase Adaptive Server, ASP.NET AJAX, Data Migration, Data Analysis, Oracle, Solution Architecture, .NET, Disaster Recovery, Unix, Microsoft SQL Server, Sybase, SDLC, Incident Management, Data Warehousing, Business Process, Change Management, Enterprise Architecture, IT Strategy, Database Design, ITIL, Perl, Requirements Gathering, SQL, Business Analysis, IT Service Management, Databases, Integration
Education
The George Washington University - School of Business
Associate's Certificate in Business Analysis
Pace University
MS, Computer Science
University of Mysore
BE, Mechnical Engineering
Scott Kirkendall's Credit Suisse First Boston Experience January 2001 - June 2002
Job
Industry Venture Capital & Private Equity
Experience
Blue Sea Capital LLC August 2012 - Present
Brockway Moran & Partners, Inc. July 2002 - October 2013
Credit Suisse First Boston January 2001 - June 2002
Donaldson Lufkin & Jenrette August 2000 - June 2002
Education
Northwestern University - Kellogg School of Management 2005 — 2006
MBA
Wake Forest University 1996 — 2000
BS
Blue Sea Capital LLC August 2012 - Present
Brockway Moran & Partners, Inc. July 2002 - October 2013
Credit Suisse First Boston January 2001 - June 2002
Donaldson Lufkin & Jenrette August 2000 - June 2002
Education
Northwestern University - Kellogg School of Management 2005 — 2006
MBA
Wake Forest University 1996 — 2000
BS
Raffaele Mancini's Credit Suisse First Boston Experience April 2002 - April 2004
Job Senior Automation Engineer
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ September 2014 - Present
1199 National Benefit Fund June 2013 - August 2014
Citigroup September 2005 - June 2013
Weil Gotshal and Manges May 2004 - September 2005
Credit Suisse First Boston April 2002 - April 2004
Goldman Sachs March 2000 - November 2001
Morgan Stanley July 1999 - February 2000
Neuberger Berman April 1997 - July 1999
Polytechnic Institute of New York University June 1996 - March 1997
Honeywell October 1994 - June 1996
Skills
Tidal Enterprise..., Windows Scripting, SSRS, SQL, Disaster Recovery, Microsoft SQL Server, Powershell, Windows Server, VBScript, Windows, Project Management, Software Development, Web Applications, Fixed Income, Trading Systems, Agile Methodologies, Market Data, Electronic Trading, Enterprise Architecture
Education
Polytechnic University 1988 — 1994
BS/MS, Electrical Engineering
Bank of Tokyo-Mitsubishi UFJ September 2014 - Present
1199 National Benefit Fund June 2013 - August 2014
Citigroup September 2005 - June 2013
Weil Gotshal and Manges May 2004 - September 2005
Credit Suisse First Boston April 2002 - April 2004
Goldman Sachs March 2000 - November 2001
Morgan Stanley July 1999 - February 2000
Neuberger Berman April 1997 - July 1999
Polytechnic Institute of New York University June 1996 - March 1997
Honeywell October 1994 - June 1996
Skills
Tidal Enterprise..., Windows Scripting, SSRS, SQL, Disaster Recovery, Microsoft SQL Server, Powershell, Windows Server, VBScript, Windows, Project Management, Software Development, Web Applications, Fixed Income, Trading Systems, Agile Methodologies, Market Data, Electronic Trading, Enterprise Architecture
Education
Polytechnic University 1988 — 1994
BS/MS, Electrical Engineering
Tom Cappelletti's Credit Suisse First Boston Experience February 2003 - January 2004
Job Senior Project Manager at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse July 2009 - Present
LexisNexis April 2008 - July 2009
First American Mortgage Services of Montana, Inc. June 2006 - April 2008
Credit Suisse January 2004 - April 2006
Credit Suisse First Boston February 2003 - January 2004
Credit Suisse First Boston May 2000 - January 2003
Credit Suisse First Boston August 1999 - April 2000
Trainer Wortham 1988 - 1995
Education
State University of New York College at Fredonia 1983 — 1986
Onondaga Community College 1981 — 1983
Business Administration
East Syracuse-Minoa 1976 — 1980
High School, Liberal Arts
Credit Suisse July 2009 - Present
LexisNexis April 2008 - July 2009
First American Mortgage Services of Montana, Inc. June 2006 - April 2008
Credit Suisse January 2004 - April 2006
Credit Suisse First Boston February 2003 - January 2004
Credit Suisse First Boston May 2000 - January 2003
Credit Suisse First Boston August 1999 - April 2000
Trainer Wortham 1988 - 1995
Education
State University of New York College at Fredonia 1983 — 1986
Onondaga Community College 1981 — 1983
Business Administration
East Syracuse-Minoa 1976 — 1980
High School, Liberal Arts
Michelle Thompson-Dolberry's Credit Suisse First Boston Experience 1999 - 2002
Job Content Marketer, Engagement Specialist and Chief Fire Starter at EMDO Enterprises
Industry Management Consulting
Experience
American Express OPEN 2012 - Present
NYC Department of Small Business Services January 2012 - Present
EMDO Enterprises 2010 - Present
American Express OPEN 2006 - 2010
American Express 2003 - 2006
Merrill Lynch 2002 - 2003
Credit Suisse First Boston 1999 - 2002
Societe Generale 1996 - 1999
Skills
Public Speaking, Strategy, Strategic Planning, Program Management, Change Management, Non-profits, Employee Engagement, Leadership Development, Talent Management, Organizational..., Nonprofits, Event Management, Budgets, Human Resources, Management, Marketing, Business Development, Start-ups, Consulting, Team Building, Employee Relations, Strategic Partnerships, Leadership, Entrepreneurship, Organizational..., Small Business, Community Outreach, Business Strategy, Marketing Strategy, Management Consulting, Strategic Communications, Business Planning, Training
Education
University of Pennsylvania 1991 — 1995
BA, French
Penn State University 2006 — 2008
MBA
American Express OPEN 2012 - Present
NYC Department of Small Business Services January 2012 - Present
EMDO Enterprises 2010 - Present
American Express OPEN 2006 - 2010
American Express 2003 - 2006
Merrill Lynch 2002 - 2003
Credit Suisse First Boston 1999 - 2002
Societe Generale 1996 - 1999
Skills
Public Speaking, Strategy, Strategic Planning, Program Management, Change Management, Non-profits, Employee Engagement, Leadership Development, Talent Management, Organizational..., Nonprofits, Event Management, Budgets, Human Resources, Management, Marketing, Business Development, Start-ups, Consulting, Team Building, Employee Relations, Strategic Partnerships, Leadership, Entrepreneurship, Organizational..., Small Business, Community Outreach, Business Strategy, Marketing Strategy, Management Consulting, Strategic Communications, Business Planning, Training
Education
University of Pennsylvania 1991 — 1995
BA, French
Penn State University 2006 — 2008
MBA
Meleena Shivprasod, MBA's Credit Suisse First Boston Experience 1998 - 1999
Job Sr. Unix System Administrator at Carnival Cruise Lines
Industry Hospitality
Experience
Carnival Cruise Lines Unix SAJP Morgan Chase1999 - Present
JPMorgan Chase July 1999 - September 2005
Credit Suisse First Boston 1998 - 1999
Skills
Unix, Disaster Recovery, Data Center, IT Management, VMware
Education
New York University 1995 — 1999
University of Miami - School of Business
Carnival Cruise Lines Unix SAJP Morgan Chase1999 - Present
JPMorgan Chase July 1999 - September 2005
Credit Suisse First Boston 1998 - 1999
Skills
Unix, Disaster Recovery, Data Center, IT Management, VMware
Education
New York University 1995 — 1999
University of Miami - School of Business
Adam Waldo's Credit Suisse First Boston Experience 1999 - 2001
Job Chairman and Managing Member, Lismore Partners, LLC
Industry Investment Management
Experience
Lismore Partners, LLC November 2007 - Present
Silver Oak Services Partners, LLC December 2005 - November 2007
Lehman Brothers 2001 - 2004
Credit Suisse First Boston 1999 - 2001
Morgan Stanley & Company, Inc. 1996 - 1999
PepsiCo, Inc.--Frito-Lay Division 1991 - 1994
Bain & Company 1989 - 1990
Skills
Private Equity, Alternative Investments, Corporate Development, Equities, Financial Modeling, Venture Capital, Valuation, Hedge Funds, Investments, Investment Banking, Capital Markets, Asset Managment, LBO, Mergers, Due Diligence, Equity Research, Corporate Finance, Financial Structuring, Portfolio Management
Education
Northwestern University 1994 — 1996
MBA, Finance & Marketing
University of Michigan 1986 — 1989
BA, Political Science
Lismore Partners, LLC November 2007 - Present
Silver Oak Services Partners, LLC December 2005 - November 2007
Lehman Brothers 2001 - 2004
Credit Suisse First Boston 1999 - 2001
Morgan Stanley & Company, Inc. 1996 - 1999
PepsiCo, Inc.--Frito-Lay Division 1991 - 1994
Bain & Company 1989 - 1990
Skills
Private Equity, Alternative Investments, Corporate Development, Equities, Financial Modeling, Venture Capital, Valuation, Hedge Funds, Investments, Investment Banking, Capital Markets, Asset Managment, LBO, Mergers, Due Diligence, Equity Research, Corporate Finance, Financial Structuring, Portfolio Management
Education
Northwestern University 1994 — 1996
MBA, Finance & Marketing
University of Michigan 1986 — 1989
BA, Political Science
Jeff Farrero's Credit Suisse First Boston Experience August 1998 - February 2002
Job Managing Partner at L Squared Capital Partners
Industry Financial Services
Experience
L Squared Capital Partners July 2014 - Present
Chicago Growth Partners 2002 - Present
William Blair and Company April 2002 - September 2005
Credit Suisse First Boston August 1998 - February 2002
Skills
Valuation, Financial Modeling, Due Diligence, LBO, Mergers, Corporate Finance, Corporate Development, Venture Capital, Investment Banking, Financial Analysis, Investments, M&A experience, Business Valuation, Capital Markets, Leveraged Finance, Private Equity
Education
Northwestern University - Kellogg School of Management 2005 — 2006
MBA, Strategy
University of Illinois at Urbana-Champaign 1994 — 1998
BS, Accounting
Coal City High School 1990 — 1994
High School
L Squared Capital Partners July 2014 - Present
Chicago Growth Partners 2002 - Present
William Blair and Company April 2002 - September 2005
Credit Suisse First Boston August 1998 - February 2002
Skills
Valuation, Financial Modeling, Due Diligence, LBO, Mergers, Corporate Finance, Corporate Development, Venture Capital, Investment Banking, Financial Analysis, Investments, M&A experience, Business Valuation, Capital Markets, Leveraged Finance, Private Equity
Education
Northwestern University - Kellogg School of Management 2005 — 2006
MBA, Strategy
University of Illinois at Urbana-Champaign 1994 — 1998
BS, Accounting
Coal City High School 1990 — 1994
High School
Yury Sofman's Credit Suisse First Boston Experience January 1998 - December 2000
Job Managing Principal at Alius
Industry Information Technology and Services
Experience
Alius Corp. January 2010 - Present
Commerzbank AG October 2008 - Present
Dresdner Kleinwort Wasserstein January 2001 - September 2008
Credit Suisse First Boston January 1998 - December 2000
Skills
Capital Markets, Business Analysis, Banking, Investment Banking, Trading Systems, Trading, SQL, Project Management, Financial Risk, IT Strategy, Back Office, AML, Integration, Fixed Income, Securities, Derivatives, Risk Management, FX Options, Equity Derivatives, Credit Derivatives, Equities, Hedge Funds, Anti Money Laundering
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Finance
Pace University 1994 — 1998
BS, Computer Science
Alius Corp. January 2010 - Present
Commerzbank AG October 2008 - Present
Dresdner Kleinwort Wasserstein January 2001 - September 2008
Credit Suisse First Boston January 1998 - December 2000
Skills
Capital Markets, Business Analysis, Banking, Investment Banking, Trading Systems, Trading, SQL, Project Management, Financial Risk, IT Strategy, Back Office, AML, Integration, Fixed Income, Securities, Derivatives, Risk Management, FX Options, Equity Derivatives, Credit Derivatives, Equities, Hedge Funds, Anti Money Laundering
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Finance
Pace University 1994 — 1998
BS, Computer Science
Chateram Chattergoon's Credit Suisse First Boston Experience 1995 - 1997
Job Associate
Industry Computer Software
Experience
JPMorganChase November 1997 - Present
Credit Suisse First Boston 1995 - 1997
Polytechnic University 1990 - 1995
Education
New York University - Polytechnic School of Engineering 1990 — 1995
HSTAT 1986 — 1990
TAT 1986 — 1990
Telecommunications 1986 — 1990
JPMorganChase November 1997 - Present
Credit Suisse First Boston 1995 - 1997
Polytechnic University 1990 - 1995
Education
New York University - Polytechnic School of Engineering 1990 — 1995
HSTAT 1986 — 1990
TAT 1986 — 1990
Telecommunications 1986 — 1990
Mark Warms's Credit Suisse First Boston Experience April 1994 - April 2001
Job Managing Director, Head of FX Sales USA at BBVA
Industry Financial Services
Experience
BBVA Compass October 2013 - Present
FXall May 2001 - April 2012
Credit Suisse First Boston April 1994 - April 2001
Citibank NA May 1992 - April 1994
Kraft General Foods July 1983 - August 1990
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA
Northeastern University 1982 — 1987
Bachelor of Science, Cum Laude
BBVA Compass October 2013 - Present
FXall May 2001 - April 2012
Credit Suisse First Boston April 1994 - April 2001
Citibank NA May 1992 - April 1994
Kraft General Foods July 1983 - August 1990
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA
Northeastern University 1982 — 1987
Bachelor of Science, Cum Laude
Richard Luftig's Credit Suisse First Boston Experience 1995 - 2000
Job Executive Vice President StoneCastle, LLC
Industry Investment Banking
Experience
StoneCastle, LLC 2009 - Present
Ivy Asset Management 2005 - 2009
Bear Stearns 2000 - 2005
Credit Suisse First Boston 1995 - 2000
Education
New York University School of Law
JD
New York University School of Law
LLM
University of Pennsylvania - Wharton
BS, Finance
StoneCastle, LLC 2009 - Present
Ivy Asset Management 2005 - 2009
Bear Stearns 2000 - 2005
Credit Suisse First Boston 1995 - 2000
Education
New York University School of Law
JD
New York University School of Law
LLM
University of Pennsylvania - Wharton
BS, Finance
Michelle Scuorzo's Credit Suisse First Boston Experience May 2002 - August 2002
Job Financial Analyst at GSA
Industry Government Administration
Experience
General Services Administration July 2005 - Present
Merrill Lynch May 2004 - August 2004
Credit Suisse First Boston May 2002 - August 2002
Skills
Financial Analysis, Financial Reporting, Data Analysis, Budgeting, Revenue Forecasting
Education
Penn State University 2001 — 2005
Bachelor's degree, Finance, General
General Services Administration July 2005 - Present
Merrill Lynch May 2004 - August 2004
Credit Suisse First Boston May 2002 - August 2002
Skills
Financial Analysis, Financial Reporting, Data Analysis, Budgeting, Revenue Forecasting
Education
Penn State University 2001 — 2005
Bachelor's degree, Finance, General
Carl Superina's Credit Suisse First Boston Experience 1979 - 2009
Job VP at Credit Suisse
Industry Financial Services
Experience
Credit Suisse Vice PresidentCredit Suisse1979 - 2009
Credit Suisse 1979 - 2009
Credit Suisse First Boston 1979 - 2009
Education
Pace University 1971 — 1975
Credit Suisse Vice PresidentCredit Suisse1979 - 2009
Credit Suisse 1979 - 2009
Credit Suisse First Boston 1979 - 2009
Education
Pace University 1971 — 1975
Anatoliy Sats's Credit Suisse First Boston Experience 2000 - 2004
Job VP of Technology @ Auriga USA, LLC
Industry Information Technology and Services
Experience
The Winter Group VP of TechnologyAuriga USA, LLC2009 - 2010
Credit Suisse First Boston 2000 - 2004
Education
New York University - Polytechnic School of Engineering 1992 — 1995
301
The Winter Group VP of TechnologyAuriga USA, LLC2009 - 2010
Credit Suisse First Boston 2000 - 2004
Education
New York University - Polytechnic School of Engineering 1992 — 1995
301
Jennifer Kim-Chantemsin's Credit Suisse First Boston Experience November 1997 - May 1999
Job Vice President at Goldman Sachs
Industry Human Resources
Experience
Goldman Sachs May 2015 - Present
NYSE Euronext June 2010 - February 2015
Barclays Capital September 2008 - April 2010
Lehman Brothers October 2004 - September 2008
MetLife May 2000 - October 2004
Credit Suisse First Boston November 1997 - May 1999
Federal Reserve Bank of New York September 1995 - November 1997
Skills
Deferred Compensation, Human Resources, Project Management, Business Intelligence, Human Capital, HR Metrics, Compensation System, HRIS Database Management, PeopleSoft, Data Warehousing, Requirements Gathering, Requirements Analysis, Cross-functional Team..., Strategic Leadership, Succession Planning, Onboarding, Talent Management, Vendor Management, Change Management, Finance, HRIS
Education
New York University 1991 — 1995
BS, Economics and International Business
Goldman Sachs May 2015 - Present
NYSE Euronext June 2010 - February 2015
Barclays Capital September 2008 - April 2010
Lehman Brothers October 2004 - September 2008
MetLife May 2000 - October 2004
Credit Suisse First Boston November 1997 - May 1999
Federal Reserve Bank of New York September 1995 - November 1997
Skills
Deferred Compensation, Human Resources, Project Management, Business Intelligence, Human Capital, HR Metrics, Compensation System, HRIS Database Management, PeopleSoft, Data Warehousing, Requirements Gathering, Requirements Analysis, Cross-functional Team..., Strategic Leadership, Succession Planning, Onboarding, Talent Management, Vendor Management, Change Management, Finance, HRIS
Education
New York University 1991 — 1995
BS, Economics and International Business
Scott Berman's Credit Suisse First Boston Experience 1996 - 1999
Job Financial Services Consultant at PricewaterhouseCoopers
Industry Management Consulting
Experience
PricewaterhouseCoopers 2006 - Present
Ministry of Foreign Affairs 2003 - 2006
Schwab Soundview Capital Markets 2000 - 2003
Credit Suisse First Boston 1996 - 1999
Skills
Capital Markets, Banking, Finance, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Management Consulting, Corporate Finance, Mergers & Acquisitions, Auditing
Education
University of Maryland College Park
B.Sc., Finance, Accounting
New York University 2006 — 2008
M.S., Real Estate Finance
PricewaterhouseCoopers 2006 - Present
Ministry of Foreign Affairs 2003 - 2006
Schwab Soundview Capital Markets 2000 - 2003
Credit Suisse First Boston 1996 - 1999
Skills
Capital Markets, Banking, Finance, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Management Consulting, Corporate Finance, Mergers & Acquisitions, Auditing
Education
University of Maryland College Park
B.Sc., Finance, Accounting
New York University 2006 — 2008
M.S., Real Estate Finance
Michael Vicenzino's Credit Suisse First Boston Experience January 2001 - October 2003
Job UX Design and Product Management
Industry Internet
Experience
Sirius XM Radio Inc. December 2014 - Present
Credit Suisse September 2007 - December 2013
ActiveHealth Management October 2005 - September 2007
Marsh January 2003 - October 2005
Credit Suisse First Boston January 2001 - October 2003
Omnient Corporation 1999 - 2001
TSI Communications 1994 - 1999
Skills
Business Analysis, Project Management, JavaScript, CSS, Relationship Management, HTML, Dreamweaver, Usability Engineering, XHTML, Art Direction, Information Architecture, Strategy, User Experience, Program Management, Usability, Agile Methodologies, User Interface Design, Requirements Gathering, Messaging, Vendor Management, SDLC, Visio
Education
Penn State University 1989 — 1993
Bachelor of Arts (B.A.), Graphic Design
Mt. Olive High School 1986 — 1989
Sirius XM Radio Inc. December 2014 - Present
Credit Suisse September 2007 - December 2013
ActiveHealth Management October 2005 - September 2007
Marsh January 2003 - October 2005
Credit Suisse First Boston January 2001 - October 2003
Omnient Corporation 1999 - 2001
TSI Communications 1994 - 1999
Skills
Business Analysis, Project Management, JavaScript, CSS, Relationship Management, HTML, Dreamweaver, Usability Engineering, XHTML, Art Direction, Information Architecture, Strategy, User Experience, Program Management, Usability, Agile Methodologies, User Interface Design, Requirements Gathering, Messaging, Vendor Management, SDLC, Visio
Education
Penn State University 1989 — 1993
Bachelor of Arts (B.A.), Graphic Design
Mt. Olive High School 1986 — 1989
Anthony Ramsay's Credit Suisse First Boston Experience September 2003 - June 2014
Job Credit Suisse Credit Risk Office Project Manager Regulatory
Industry Financial Services
Experience
Deutsche Bank May 2014 - Present
Credit Suisse First Boston September 2003 - June 2014
Credit Suisse September 2003 - February 2014
Lehman Brothers August 1994 - September 2003
Citibank NA June 1987 - August 1994
Skills
Market Data, Business Analysis, Vendor Management, Fixed Income, Project Management, Equity Derivatives, Trading Systems, Risk Management, Banking, Financial Services, FX trading, Hedging, Trading, Equities, Swaps, Financial Markets, Investment Banking, Strategy, Portfolio Management, Prime Brokerage, Sybase, Foreign Exchange, Management, FX Options, Capital Markets, Electronic Trading, Derivatives, Credit Derivatives, Hedge Funds, Bloomberg, Middle Office, IT Strategy, Interest Rate..., Market Risk, Options
Education
Pennsylvania State University 1982 — 1986
BS, Economics
Deutsche Bank May 2014 - Present
Credit Suisse First Boston September 2003 - June 2014
Credit Suisse September 2003 - February 2014
Lehman Brothers August 1994 - September 2003
Citibank NA June 1987 - August 1994
Skills
Market Data, Business Analysis, Vendor Management, Fixed Income, Project Management, Equity Derivatives, Trading Systems, Risk Management, Banking, Financial Services, FX trading, Hedging, Trading, Equities, Swaps, Financial Markets, Investment Banking, Strategy, Portfolio Management, Prime Brokerage, Sybase, Foreign Exchange, Management, FX Options, Capital Markets, Electronic Trading, Derivatives, Credit Derivatives, Hedge Funds, Bloomberg, Middle Office, IT Strategy, Interest Rate..., Market Risk, Options
Education
Pennsylvania State University 1982 — 1986
BS, Economics
Amy McMichael Paddock's Credit Suisse First Boston Experience January 1996 - June 1999
Job Senior Vice President at Hill+Knowlton Strategies
Industry Public Relations and Communications
Experience
Hill+Knowlton Strategies August 2012 - Present
Hill+Knowlton Strategies January 2012 - August 2012
Public Strategies, Inc. 2003 - December 2011
Goldman Sachs August 2001 - November 2002
Credit Suisse First Boston January 1996 - June 1999
Skills
Strategic Communications, Thought Leadership, Media Relations, Corporate Communications, Messaging, Internal Communications, Crisis Management, Investor Relations, Social Media, Public Relations, Mergers, Strategic Planning, Crisis Communications, Public Affairs, Message Development, Reputation Management, Strategy, Corporate Social..., Communications Planning, Public Policy, Campaigns, Publicity, Communication Training, Financial Communications, Reputation, Policy Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2001
MBA
Northwestern University 1991 — 1995
B.A., History and Spanish
Hill+Knowlton Strategies August 2012 - Present
Hill+Knowlton Strategies January 2012 - August 2012
Public Strategies, Inc. 2003 - December 2011
Goldman Sachs August 2001 - November 2002
Credit Suisse First Boston January 1996 - June 1999
Skills
Strategic Communications, Thought Leadership, Media Relations, Corporate Communications, Messaging, Internal Communications, Crisis Management, Investor Relations, Social Media, Public Relations, Mergers, Strategic Planning, Crisis Communications, Public Affairs, Message Development, Reputation Management, Strategy, Corporate Social..., Communications Planning, Public Policy, Campaigns, Publicity, Communication Training, Financial Communications, Reputation, Policy Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2001
MBA
Northwestern University 1991 — 1995
B.A., History and Spanish
Andrea Mumford's Credit Suisse First Boston Experience May 2001 - August 2001
Job French educator, Researcher
Industry Education Management
Experience
Century High School August 2007 - October 2012
Foreign Exchange, Inc. October 2006 - June 2007
Wilsonville High School August 2005 - June 2007
Crescent Valley High School September 2004 - June 2005
Lycée Jacques Prévert October 2003 - April 2004
Wells Fargo Bank March 2003 - July 2003
Federal Home Loan Bank of San Francisco September 2001 - November 2002
Credit Suisse First Boston May 2001 - August 2001
Scudder Weisel Capital August 2000 - April 2001
XAOS, Inc. 2000 - July 2000
Skills
Public Speaking, Teaching, Classroom, Research, Tutoring, Curriculum Design, Curriculum Development, French Teaching, French to English
Education
Oregon State University 2004 — 2005
M.A.T. French
University of Washington 1995 — 1999
Bachelor of Arts (B.A.), French Language and Literature
Century High School August 2007 - October 2012
Foreign Exchange, Inc. October 2006 - June 2007
Wilsonville High School August 2005 - June 2007
Crescent Valley High School September 2004 - June 2005
Lycée Jacques Prévert October 2003 - April 2004
Wells Fargo Bank March 2003 - July 2003
Federal Home Loan Bank of San Francisco September 2001 - November 2002
Credit Suisse First Boston May 2001 - August 2001
Scudder Weisel Capital August 2000 - April 2001
XAOS, Inc. 2000 - July 2000
Skills
Public Speaking, Teaching, Classroom, Research, Tutoring, Curriculum Design, Curriculum Development, French Teaching, French to English
Education
Oregon State University 2004 — 2005
M.A.T. French
University of Washington 1995 — 1999
Bachelor of Arts (B.A.), French Language and Literature
Sandra Lanshin Chiu's Credit Suisse First Boston Experience 2000 - 2001
Job Acupuncturist
Industry Alternative Medicine
Experience
Treatment by Lanshin October 2006 - Present
atmosphere interactive 2000 - 2001
credit suisse first boston 2000 - 2001
Atmosphere Interactive 2000 - 2001
Education
Pacific College Of Oriental Medicine 2002 — 2005
Master's, Chinese Medicine
University of California, Berkeley 1993 — 1997
Bachelors, Economics
Treatment by Lanshin October 2006 - Present
atmosphere interactive 2000 - 2001
credit suisse first boston 2000 - 2001
Atmosphere Interactive 2000 - 2001
Education
Pacific College Of Oriental Medicine 2002 — 2005
Master's, Chinese Medicine
University of California, Berkeley 1993 — 1997
Bachelors, Economics
Cheryl Graber's Credit Suisse First Boston Experience April 1987 - April 1988
Job Owner at Radyous Consulting, Inc
Industry Information Technology and Services
Experience
Radyous Consulting, Inc March 2009 - Present
S.calate Technology, Inc. March 2001 - December 2009
Radix One January 2000 - March 2001
Intelliant January 1998 - January 2000
Hutton, Graber & Associates December 1992 - January 1998
University of Miami April 1990 - July 1991
Robin and Dackerman May 1988 - April 1990
Credit Suisse First Boston April 1987 - April 1988
The Guardian Life Insurance Company 1985 - 1987
Marketing & Systems Development February 1982 - April 1985
Skills
Telecommunications, Program Management, VoIP, Integration, Strategy, Enterprise Software, Management, Solution Selling, Cloud Computing, Strategic Planning, WAN, Wireless, Unified Communications, PMP, Managed Services, Vendor Management, Management Consulting, Enterprise Architecture, Project Planning, Networking, Data Center, Software Development, Product Management, IT Strategy, Network Design, Marketing, Business Development, Security, Consulting, SaaS, CRM, Civil Society, Strategic Partnerships, Society of..., M&A support, Project Management
Education
Pace University - Lubin School of Business 1980 — 1983
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Radyous Consulting, Inc March 2009 - Present
S.calate Technology, Inc. March 2001 - December 2009
Radix One January 2000 - March 2001
Intelliant January 1998 - January 2000
Hutton, Graber & Associates December 1992 - January 1998
University of Miami April 1990 - July 1991
Robin and Dackerman May 1988 - April 1990
Credit Suisse First Boston April 1987 - April 1988
The Guardian Life Insurance Company 1985 - 1987
Marketing & Systems Development February 1982 - April 1985
Skills
Telecommunications, Program Management, VoIP, Integration, Strategy, Enterprise Software, Management, Solution Selling, Cloud Computing, Strategic Planning, WAN, Wireless, Unified Communications, PMP, Managed Services, Vendor Management, Management Consulting, Enterprise Architecture, Project Planning, Networking, Data Center, Software Development, Product Management, IT Strategy, Network Design, Marketing, Business Development, Security, Consulting, SaaS, CRM, Civil Society, Strategic Partnerships, Society of..., M&A support, Project Management
Education
Pace University - Lubin School of Business 1980 — 1983
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Alexander Freytor's Credit Suisse First Boston Experience January 2012 - March 2012
Job Desktop support Administrator at Royal Bank of Canada,
Industry Information Technology and Services
Experience
Deutsche Bank, May 2013 - May 2014
Credit Suisse First Boston. January 2012 - March 2012
Woodhull Hospital\HHC May 2010 - November 2010
TNS, INC December 2007 - April 2008
Momentum Recourse Solution at (NASDAQ Stock Market.) May 2006 - August 2007
MCI. December 2005 - March 2006
Royal Associates at Bear Stearns August 2003 - October 2005
CIBC-World Markets 1998 - 2000
Skills
Windows Server, Active Directory, Data Center, XP, Troubleshooting, Disaster Recovery, DNS, Servers, Microsoft Exchange
Education
Pratt Institute 1991 — 1994
BFA, Computer Sience
Pratt Institute 1990 — 1993
Deutsche Bank, May 2013 - May 2014
Credit Suisse First Boston. January 2012 - March 2012
Woodhull Hospital\HHC May 2010 - November 2010
TNS, INC December 2007 - April 2008
Momentum Recourse Solution at (NASDAQ Stock Market.) May 2006 - August 2007
MCI. December 2005 - March 2006
Royal Associates at Bear Stearns August 2003 - October 2005
CIBC-World Markets 1998 - 2000
Skills
Windows Server, Active Directory, Data Center, XP, Troubleshooting, Disaster Recovery, DNS, Servers, Microsoft Exchange
Education
Pratt Institute 1991 — 1994
BFA, Computer Sience
Pratt Institute 1990 — 1993
Fred Madonna's Credit Suisse First Boston Experience February 1985 - July 1988
Job Halcyon Capital Group, LLC
Industry Banking
Experience
Halcyon Capital Group, LLC April 2013 - Present
Citi July 2008 - April 2013
Halcyon Capital Group, LLC July 2007 - June 2008
Lehman Brothers May 1995 - June 2007
RBS Greenwich Capital September 1989 - May 1995
Moody's June 1987 - September 1989
Credit Suisse First Boston February 1985 - July 1988
Skills
Capital Markets, Financial Structuring, Securitization, Commercial Banking, Structured Finance, Finance, Financial Services, Banking, Derivatives, Investment Banking, Financial Markets, Alternative Investments, Fixed Income, Credit, Loans, Portfolio Management, Loan Origination, Corporate Finance, Financial Risk, Private Equity, Due Diligence, Securities, Mergers & Acquisitions, Residential Mortgages, Underwriting, Restructuring, ABS, Mortgage Banking, Loan Servicing, Relationship Management, Structured Products, Valuation, Credit Risk, Mortgage Lending, Bonds
Education
Pace University - Lubin School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Halcyon Capital Group, LLC April 2013 - Present
Citi July 2008 - April 2013
Halcyon Capital Group, LLC July 2007 - June 2008
Lehman Brothers May 1995 - June 2007
RBS Greenwich Capital September 1989 - May 1995
Moody's June 1987 - September 1989
Credit Suisse First Boston February 1985 - July 1988
Skills
Capital Markets, Financial Structuring, Securitization, Commercial Banking, Structured Finance, Finance, Financial Services, Banking, Derivatives, Investment Banking, Financial Markets, Alternative Investments, Fixed Income, Credit, Loans, Portfolio Management, Loan Origination, Corporate Finance, Financial Risk, Private Equity, Due Diligence, Securities, Mergers & Acquisitions, Residential Mortgages, Underwriting, Restructuring, ABS, Mortgage Banking, Loan Servicing, Relationship Management, Structured Products, Valuation, Credit Risk, Mortgage Lending, Bonds
Education
Pace University - Lubin School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Robert Mason's Credit Suisse First Boston Experience 2004 - 2006
Job Director, Capital Markets at Pennymac, LLC
Industry Financial Services
Experience
Pennymac, LLC August 2009 - Present
TMAC October 2007 - March 2009
Countrywide Securities Corporation 2006 - 2007
Credit Suisse First Boston 2004 - 2006
Countrywide Securities Corporation 2002 - 2004
Skills
Mortgage Lending, Loans, Capital Markets, Mortgage Banking, MBS, Fixed Income, Securitization, Credit, Residential Mortgages, Portfolio Management, Trading, Credit Analysis
Education
Pepperdine University
BS, International Business
Roxbury High School 1993 — 1996
Pennymac, LLC August 2009 - Present
TMAC October 2007 - March 2009
Countrywide Securities Corporation 2006 - 2007
Credit Suisse First Boston 2004 - 2006
Countrywide Securities Corporation 2002 - 2004
Skills
Mortgage Lending, Loans, Capital Markets, Mortgage Banking, MBS, Fixed Income, Securitization, Credit, Residential Mortgages, Portfolio Management, Trading, Credit Analysis
Education
Pepperdine University
BS, International Business
Roxbury High School 1993 — 1996
Michael Castiglia's Credit Suisse First Boston Experience 1984 - Present
Job VP MBS Securities Middle Office at Credit Suisse
Industry Banking
Experience
Credit Suisse October 2000 - Present
Credit Suisse September 1984 - Present
Credit Suisse Securities (USA), LLC 1984 - Present
DLJ CSFB 1984 - Present
Credit Suisse First Boston 1984 - Present
DLJ 1984 - 2001
Donaldson, Lufkin & Jenrette 1984 - 2000
Skills
Middle Office, MBS, Investment Banking, Hedge Funds, Capital Markets, Securities, Equities, Fixed Income, Derivatives, Portfolio Management, Bloomberg, Structured Products
Education
Pace University 1978 — 1981
Credit Suisse October 2000 - Present
Credit Suisse September 1984 - Present
Credit Suisse Securities (USA), LLC 1984 - Present
DLJ CSFB 1984 - Present
Credit Suisse First Boston 1984 - Present
DLJ 1984 - 2001
Donaldson, Lufkin & Jenrette 1984 - 2000
Skills
Middle Office, MBS, Investment Banking, Hedge Funds, Capital Markets, Securities, Equities, Fixed Income, Derivatives, Portfolio Management, Bloomberg, Structured Products
Education
Pace University 1978 — 1981
Rose Herschman's Credit Suisse First Boston Experience 1994 - 1998
Job Independent Information Services Professional
Industry Information Technology and Services
Experience
Conte Service Corp May 1994 - Present
Barclays Capital September 1998 - May 2001
Credit Suisse First Boston 1994 - 1998
Salomon Inc. June 1989 - November 1993
Salomon Brothers 1989 - 1993
Lehman Brothers June 1988 - July 1989
The Ogilvy Group June 1985 - July 1988
Education
Pace University 1982 — 1985
Conte Service Corp May 1994 - Present
Barclays Capital September 1998 - May 2001
Credit Suisse First Boston 1994 - 1998
Salomon Inc. June 1989 - November 1993
Salomon Brothers 1989 - 1993
Lehman Brothers June 1988 - July 1989
The Ogilvy Group June 1985 - July 1988
Education
Pace University 1982 — 1985
Joseph Smurro's Credit Suisse First Boston Experience 1999 - 2005
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase VP, SPG FinanceJP Morgan Chase2005 - Present
JPMorgan Securities Inc 2005 - Present
JPMorganChase 2005 - Present
Credit Suisse 2000 - 2005
Credit Suisse First Boston 1999 - 2005
JP Morgan 1996 - 1999
Merrill Lynch 1994 - 1996
Lehman Brothers 1990 - 1994
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
JPMorgan Chase VP, SPG FinanceJP Morgan Chase2005 - Present
JPMorgan Securities Inc 2005 - Present
JPMorganChase 2005 - Present
Credit Suisse 2000 - 2005
Credit Suisse First Boston 1999 - 2005
JP Morgan 1996 - 1999
Merrill Lynch 1994 - 1996
Lehman Brothers 1990 - 1994
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
Mary Langevin, CFA's Credit Suisse First Boston Experience 1994 - 1998
Job Executive Director, Head of Market Data Commercial Americas
Industry Financial Services
Experience
Nomura January 2010 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers November 2000 - September 2008
NYMEX (now part of CME) 2000 - 2000
Barclays Capital 1998 - 1999
Credit Suisse First Boston 1994 - 1998
American International School of Bamako March 1992 - August 1994
Peace Corps January 1990 - March 1992
Citibank (formerly European American Bank) 1985 - 1990
Financial Risk Underwriting Agency 1984 - 1985
Skills
Market Data, Reference Data, Vendor Management, Data Governance, Trading Systems, Fixed Income, Electronic Trading, Financial Markets, Equities, Capital Markets, Contract Negotiation, Equity Research, Trading, Bloomberg, Derivatives, Financial Services, Risk Management, Securities, Hedge Funds, Investment Banking, FX Options, Equity Derivatives, Prime Brokerage, Options
Education
New York University 1994 — 1999
MA, French Studies
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance, Economics
University of Vermont 1978 — 1981
BA, Political Science, Economics
Nomura January 2010 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers November 2000 - September 2008
NYMEX (now part of CME) 2000 - 2000
Barclays Capital 1998 - 1999
Credit Suisse First Boston 1994 - 1998
American International School of Bamako March 1992 - August 1994
Peace Corps January 1990 - March 1992
Citibank (formerly European American Bank) 1985 - 1990
Financial Risk Underwriting Agency 1984 - 1985
Skills
Market Data, Reference Data, Vendor Management, Data Governance, Trading Systems, Fixed Income, Electronic Trading, Financial Markets, Equities, Capital Markets, Contract Negotiation, Equity Research, Trading, Bloomberg, Derivatives, Financial Services, Risk Management, Securities, Hedge Funds, Investment Banking, FX Options, Equity Derivatives, Prime Brokerage, Options
Education
New York University 1994 — 1999
MA, French Studies
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance, Economics
University of Vermont 1978 — 1981
BA, Political Science, Economics
Murali Kathari's Credit Suisse First Boston Experience 2004 - 2006
Job
Industry Information Technology and Services
Experience
J.P. Morgan June 2014 - Present
Och-Ziff Capital Management October 2012 - June 2014
Morgan Stanley July 2010 - October 2012
Sempra Energy Trading (RBS Sempra Commodities) March 2009 - June 2010
Merrill Lynch 2006 - 2008
Credit Suisse First Boston 2004 - 2006
Deutsche Bank 2000 - 2003
Dow Jones 1997 - 2000
UPS 1996 - 1997
Education
University of Nevada-Las Vegas
MS
Osmania University
BE
J.P. Morgan June 2014 - Present
Och-Ziff Capital Management October 2012 - June 2014
Morgan Stanley July 2010 - October 2012
Sempra Energy Trading (RBS Sempra Commodities) March 2009 - June 2010
Merrill Lynch 2006 - 2008
Credit Suisse First Boston 2004 - 2006
Deutsche Bank 2000 - 2003
Dow Jones 1997 - 2000
UPS 1996 - 1997
Education
University of Nevada-Las Vegas
MS
Osmania University
BE
Karey Geddes's Credit Suisse First Boston Experience 2000 - 2002
Job Director, Sales at PREMIUMPOINT Investments / WinWater Home Mortgage
Industry Banking
Experience
PREMIUMPOINT Investments June 2013 - Present
New Penn Financial, LLC August 2011 - June 2013
Banc Of Manhattan/Capital September 2010 - August 2011
The Winter Group 2002 - 2007
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2002
DLJ 1997 - 2000
Nomura Securities 1995 - 1997
Skills
Management, Mortgage Lending, Loans, Capital Markets, Mortgage Banking, Securitization, Credit, Residential Mortgages, Electronic Trading
Education
Pace University
PREMIUMPOINT Investments June 2013 - Present
New Penn Financial, LLC August 2011 - June 2013
Banc Of Manhattan/Capital September 2010 - August 2011
The Winter Group 2002 - 2007
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2002
DLJ 1997 - 2000
Nomura Securities 1995 - 1997
Skills
Management, Mortgage Lending, Loans, Capital Markets, Mortgage Banking, Securitization, Credit, Residential Mortgages, Electronic Trading
Education
Pace University
Thomas Silberstein's Credit Suisse First Boston Experience August 1986 - February 1995
Job CoFounder at New Road Capital Partners, LLC
Industry Financial Services
Experience
New Road Capital Partners, LLC July 2013 - Present
The Seaport Group April 2012 - May 2013
Citadel Investment Group April 2010 - September 2011
ICP Capital June 2009 - March 2010
The Seaport Group November 2007 - June 2009
Countrywide Securities Corporation September 2005 - September 2007
Deutsche Bank Securities April 2004 - April 2005
RBS Greenwich Capital August 2002 - April 2004
Morgan Stanley February 1995 - August 2002
Credit Suisse First Boston August 1986 - February 1995
Skills
Structured Products, Fixed Income, Bonds, Capital Markets, MBS, Asset Managment, Structured Finance, ABS, Asset Management, Securities, Bloomberg, Financial Services, Finance, Equities, Trading, Hedge Funds, Investment Banking
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance and Marketing
Oberlin College 1974 — 1978
BA, Economics and Mathematics
New Road Capital Partners, LLC July 2013 - Present
The Seaport Group April 2012 - May 2013
Citadel Investment Group April 2010 - September 2011
ICP Capital June 2009 - March 2010
The Seaport Group November 2007 - June 2009
Countrywide Securities Corporation September 2005 - September 2007
Deutsche Bank Securities April 2004 - April 2005
RBS Greenwich Capital August 2002 - April 2004
Morgan Stanley February 1995 - August 2002
Credit Suisse First Boston August 1986 - February 1995
Skills
Structured Products, Fixed Income, Bonds, Capital Markets, MBS, Asset Managment, Structured Finance, ABS, Asset Management, Securities, Bloomberg, Financial Services, Finance, Equities, Trading, Hedge Funds, Investment Banking
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance and Marketing
Oberlin College 1974 — 1978
BA, Economics and Mathematics
Al Celleri's Credit Suisse First Boston Experience September 1999 - February 2001
Job Trader at Eminence Capital
Industry Financial Services
Experience
Eminence Capital March 2001 - Present
Credit Suisse First Boston September 1999 - February 2001
Education
Penn State University 1995 — 1999
Chaminade High School 1991 — 1995
Eminence Capital March 2001 - Present
Credit Suisse First Boston September 1999 - February 2001
Education
Penn State University 1995 — 1999
Chaminade High School 1991 — 1995
Michael Vinokur's Credit Suisse First Boston Experience September 1994 - June 1996
Job Senior Data Architect Consultant
Industry Nonprofit Organization Management
Experience
NYC Teachers' Retirement System April 2015 - Present
Teach for America January 2009 - April 2015
Steve & Barrys University Sportswear July 2005 - January 2009
Avaya January 2004 - July 2005
Praxair January 2003 - January 2004
Prudential Insurance October 1998 - December 2002
Deutsche Bank November 1996 - October 1998
Chase Manhattan Bank June 1996 - November 1996
Credit Suisse First Boston September 1994 - June 1996
Securities Industry Automation Corporation (SIAC) May 1994 - September 1994
Skills
Data Warehousing, Databases, Data Warehouse..., Leadership, Data Modeling, SDLC, Networking, Database Administration, Microsoft SQL Server, Team Building, SQL, ETL, Business Intelligence, Data Architecture, Management, Database Design, Data Migration, Project Management, Data Analysis, Business Analysis, Requirements Analysis
Education
Pace University
MIS
NYC Teachers' Retirement System April 2015 - Present
Teach for America January 2009 - April 2015
Steve & Barrys University Sportswear July 2005 - January 2009
Avaya January 2004 - July 2005
Praxair January 2003 - January 2004
Prudential Insurance October 1998 - December 2002
Deutsche Bank November 1996 - October 1998
Chase Manhattan Bank June 1996 - November 1996
Credit Suisse First Boston September 1994 - June 1996
Securities Industry Automation Corporation (SIAC) May 1994 - September 1994
Skills
Data Warehousing, Databases, Data Warehouse..., Leadership, Data Modeling, SDLC, Networking, Database Administration, Microsoft SQL Server, Team Building, SQL, ETL, Business Intelligence, Data Architecture, Management, Database Design, Data Migration, Project Management, Data Analysis, Business Analysis, Requirements Analysis
Education
Pace University
MIS
Sean Haley's Credit Suisse First Boston Experience September 1995 - August 2001
Job Senior Consultant at Maia Strategy Group
Industry Research
Experience
Maia Strategy Group February 2014 - Present
Fletcher/CSI September 2010 - February 2014
KDP Investment Advisors, Inc. May 2004 - October 2009
Sun Trust Robinson Humphrey May 2003 - May 2004
Credit Suisse First Boston September 1995 - August 2001
Skills
Bloomberg, Series 7, Series 63, Forecasting, Fixed Income, Equities, Strategic Planning, Securities, Capital Markets, Financial Modeling, Business Development, Risk Management, Financial Analysis, Analysis, Credit, Program Management, Process Improvement, Business Strategy, New Business Development, Management Consulting
Education
Villanova University 1991 — 1995
BA, Political Science
Northeastern University 2001 — 2002
MA, Journalism
Boston College High School 1987 — 1991
Maia Strategy Group February 2014 - Present
Fletcher/CSI September 2010 - February 2014
KDP Investment Advisors, Inc. May 2004 - October 2009
Sun Trust Robinson Humphrey May 2003 - May 2004
Credit Suisse First Boston September 1995 - August 2001
Skills
Bloomberg, Series 7, Series 63, Forecasting, Fixed Income, Equities, Strategic Planning, Securities, Capital Markets, Financial Modeling, Business Development, Risk Management, Financial Analysis, Analysis, Credit, Program Management, Process Improvement, Business Strategy, New Business Development, Management Consulting
Education
Villanova University 1991 — 1995
BA, Political Science
Northeastern University 2001 — 2002
MA, Journalism
Boston College High School 1987 — 1991
charlie shields's Credit Suisse First Boston Experience January 1986 - January 1988
Job President Shields Company Inc
Industry International Trade and Development
Experience
Shields Company Inc. January 1996 - Present
T. Rowe Price Associates January 1988 - January 1995
Credit Suisse First Boston January 1986 - January 1988
Skills
Forecasting, Marketing Strategy, Financial Analysis, E-commerce, Manufacturing, Business Strategy, New Business Development, Strategic Planning, Negotiation, International Trade, Sales Management, Contract Negotiation, Start-ups
Education
UCLA Anderson School of Management 1990 — 1991
Master of Business Administration (MBA)
Pepperdine University 1982 — 1986
bs, Business
Shields Company Inc. January 1996 - Present
T. Rowe Price Associates January 1988 - January 1995
Credit Suisse First Boston January 1986 - January 1988
Skills
Forecasting, Marketing Strategy, Financial Analysis, E-commerce, Manufacturing, Business Strategy, New Business Development, Strategic Planning, Negotiation, International Trade, Sales Management, Contract Negotiation, Start-ups
Education
UCLA Anderson School of Management 1990 — 1991
Master of Business Administration (MBA)
Pepperdine University 1982 — 1986
bs, Business
Amanda Sarwan-Jones's Credit Suisse First Boston Experience July 2000 - August 2002
Job Marketing Analyst at Citco Fund Services
Industry Marketing and Advertising
Experience
Citco Fund Services October 2010 - Present
National Basketball Association March 2008 - March 2009
Deutsche Bank January 2008 - March 2008
Bear Stearns Asset Management June 2007 - December 2007
Bank of America November 2006 - June 2007
Morgan Stanley Capital International June 2006 - November 2006
Frank Crystal & Company December 2004 - June 2006
Credit Suisse First Boston July 2000 - August 2002
Skills
Email Marketing, Social Media, Microsoft Excel, Marketing, Microsoft Word, Marketing Communications, Editing, PowerPoint, Public Relations, Social Media Marketing, Outlook, Administrative..., Account Management, Access, Research, Management, Microsoft Office, Accounting
Education
Pace University
NA, Writing and Literature
Citco Fund Services October 2010 - Present
National Basketball Association March 2008 - March 2009
Deutsche Bank January 2008 - March 2008
Bear Stearns Asset Management June 2007 - December 2007
Bank of America November 2006 - June 2007
Morgan Stanley Capital International June 2006 - November 2006
Frank Crystal & Company December 2004 - June 2006
Credit Suisse First Boston July 2000 - August 2002
Skills
Email Marketing, Social Media, Microsoft Excel, Marketing, Microsoft Word, Marketing Communications, Editing, PowerPoint, Public Relations, Social Media Marketing, Outlook, Administrative..., Account Management, Access, Research, Management, Microsoft Office, Accounting
Education
Pace University
NA, Writing and Literature
Marc Eichenberger's Credit Suisse First Boston Experience 1983 - 1987
Job Chief Operating Officer at Allied Minds
Industry Venture Capital & Private Equity
Experience
Allied Minds 2006 - Present
Oakmount Advisors 2004 - 2006
A T Kearney 1994 - 2004
Arthur D. Little 1989 - 1993
Credit Suisse First Boston 1983 - 1987
Skills
Start-ups, Venture Capital, Corporate Development, Mergers, Due Diligence, Business Strategy, Entrepreneurship, Commercialization, Business Development, Business Planning, Private Equity, Management Consulting, Strategic Planning, Financial Modeling, Acquisition Integration, Executive Management, Mergers & Acquisitions, Strategy, Competitive Analysis, Market Analysis, Strategic Partnerships, Management
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA
New York University 1979 — 1983
BA, Economics, German
United Nations International School 1976 — 1979
High School Diploma
Kew Forest
Allied Minds 2006 - Present
Oakmount Advisors 2004 - 2006
A T Kearney 1994 - 2004
Arthur D. Little 1989 - 1993
Credit Suisse First Boston 1983 - 1987
Skills
Start-ups, Venture Capital, Corporate Development, Mergers, Due Diligence, Business Strategy, Entrepreneurship, Commercialization, Business Development, Business Planning, Private Equity, Management Consulting, Strategic Planning, Financial Modeling, Acquisition Integration, Executive Management, Mergers & Acquisitions, Strategy, Competitive Analysis, Market Analysis, Strategic Partnerships, Management
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA
New York University 1979 — 1983
BA, Economics, German
United Nations International School 1976 — 1979
High School Diploma
Kew Forest
Stefano Fachin's Credit Suisse First Boston Experience 2002 - 2006
Job Quantitative Developer at Citadel Investment Group
Industry Financial Services
Experience
Citadel Investment Group October 2008 - Present
JP Morgan Chase 2006 - 2008
Credit Suisse First Boston 2002 - 2006
JP Morgan 1998 - 2002
Education
New York University 1987 — 1993
Ph. D., Physics
Citadel Investment Group October 2008 - Present
JP Morgan Chase 2006 - 2008
Credit Suisse First Boston 2002 - 2006
JP Morgan 1998 - 2002
Education
New York University 1987 — 1993
Ph. D., Physics
R. C. Smith's Credit Suisse First Boston Experience 1993 - 1995
Job Business Instructor at Henderson State University
Industry Farming
Experience
Henderson State University May 2011 - Present
RC Smith Advisors March 2001 - Present
SunTrust Robinson Humphrey February 1999 - February 2001
NationsBanc Capital Markets 1996 - 1998
Credit Suisse First Boston 1993 - 1995
USMC 1983 - 1992
Skills
Research, Microsoft Excel, Microsoft Office, Teaching, Financial Analysis, Analysis, Strategic Planning, Budgets, Aviation, Team Leadership, Financial Modeling, Management, Coaching, Event Planning, Higher Education, Change Management, Project Planning, Risk Management, PowerPoint, Flights, Mergers & Acquisitions, Entrepreneurship, Management Consulting, Corporate Finance, Leadership, Program Management
Education
Northwestern University - Kellogg School of Management 1989 — 2002
MM, Finance, Management
The University of Kansas 1979 — 1983
BS, Accounting
Henderson State University May 2011 - Present
RC Smith Advisors March 2001 - Present
SunTrust Robinson Humphrey February 1999 - February 2001
NationsBanc Capital Markets 1996 - 1998
Credit Suisse First Boston 1993 - 1995
USMC 1983 - 1992
Skills
Research, Microsoft Excel, Microsoft Office, Teaching, Financial Analysis, Analysis, Strategic Planning, Budgets, Aviation, Team Leadership, Financial Modeling, Management, Coaching, Event Planning, Higher Education, Change Management, Project Planning, Risk Management, PowerPoint, Flights, Mergers & Acquisitions, Entrepreneurship, Management Consulting, Corporate Finance, Leadership, Program Management
Education
Northwestern University - Kellogg School of Management 1989 — 2002
MM, Finance, Management
The University of Kansas 1979 — 1983
BS, Accounting
Mark Novachek's Credit Suisse First Boston Experience 2001 - 2003
Job Consulting for Mortgage Accounting and Master Servicing
Industry Financial Services
Experience
Beal Bank November 2011 - Present
Mark T Novachek November 2010 - November 2011
EMC Mortgage February 2006 - August 2009
EMC Mortgage/Bear Stearns February 2006 - August 2009
JPMorgan Chase February 2006 - August 2009
JP Morgan/Chase: EMC Mortgage 2006 - 2009
JP Morgan Chase (formerly The Bear Stearns Companies) 2006 - 2009
Alan King and Company January 2005 - February 2006
Credit Suisse First Boston 2001 - 2003
Wachovia / First Union August 1997 - September 2001
Education
Pace University 1992 — 1995
BBA and MBA, Accounting
Beal Bank November 2011 - Present
Mark T Novachek November 2010 - November 2011
EMC Mortgage February 2006 - August 2009
EMC Mortgage/Bear Stearns February 2006 - August 2009
JPMorgan Chase February 2006 - August 2009
JP Morgan/Chase: EMC Mortgage 2006 - 2009
JP Morgan Chase (formerly The Bear Stearns Companies) 2006 - 2009
Alan King and Company January 2005 - February 2006
Credit Suisse First Boston 2001 - 2003
Wachovia / First Union August 1997 - September 2001
Education
Pace University 1992 — 1995
BBA and MBA, Accounting
Christina Krapf's Credit Suisse First Boston Experience November 1997 - May 2000
Job Associate, Global Technology, JP Morgan Chase
Industry Information Technology and Services
Experience
JP Morgan Chase May 2000 - Present
Credit Suisse First Boston November 1997 - May 2000
Lancaster Group Worldwide August 1995 - November 1997
First Transamerica Life Ins. September 1993 - July 1995
Skills
Citrix, Virtualization, Citrix Metaframe, Disaster Recovery, Windows Server, Data Center, Active Directory, VMware, Servers, VMware ESX, VDI, VMware Infrastructure, vSphere, System Deployment, VMware vSphere, Server Architecture, Vendor Management
Education
Pace University - Lubin School of Business
JP Morgan Chase May 2000 - Present
Credit Suisse First Boston November 1997 - May 2000
Lancaster Group Worldwide August 1995 - November 1997
First Transamerica Life Ins. September 1993 - July 1995
Skills
Citrix, Virtualization, Citrix Metaframe, Disaster Recovery, Windows Server, Data Center, Active Directory, VMware, Servers, VMware ESX, VDI, VMware Infrastructure, vSphere, System Deployment, VMware vSphere, Server Architecture, Vendor Management
Education
Pace University - Lubin School of Business
William Drewry's Credit Suisse First Boston Experience 2000 - 2007
Job Founding Partner at Pursuit Merchant Bank
Industry Entertainment
Experience
Pursuit Merchant Bank July 2015 - Present
RBC Capital Markets May 2011 - Present
Diamond Castle Holdings 2009 - 2011
UBS Investment Bank May 2007 - December 2008
Credit Suisse First Boston 2000 - 2007
Credit Suisse 1998 - 2007
Donaldson, Lufkin & Jenrette/DLJ 1998 - 2000
Donaldson Lufkin & Jenrette 1998 - 2000
Paine Webber 1994 - 1998
Kidder Peabody & Company 1992 - 1994
Education
Old Dominion University
BA, History
Pursuit Merchant Bank July 2015 - Present
RBC Capital Markets May 2011 - Present
Diamond Castle Holdings 2009 - 2011
UBS Investment Bank May 2007 - December 2008
Credit Suisse First Boston 2000 - 2007
Credit Suisse 1998 - 2007
Donaldson, Lufkin & Jenrette/DLJ 1998 - 2000
Donaldson Lufkin & Jenrette 1998 - 2000
Paine Webber 1994 - 1998
Kidder Peabody & Company 1992 - 1994
Education
Old Dominion University
BA, History
Rob Ancona's Credit Suisse First Boston Experience 1986 - 2008
Job Associate Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2012 - Present
Nomura Securities June 2009 - April 2012
Credit-Suisse 1986 - 2008
Credit Suisse First Boston 1986 - 2008
Credit-Suisse 1982 - 2008
Skills
Derivatives, Equities, Investment Banking, Hedge Funds, Banking, Risk Management, FX Options, Credit Derivatives, Trading, MBS, Portfolio Management, Back Office, Operational Risk, Bonds, Financial Risk, Equity Research, Market Risk, Asset Management, Equity Derivatives, Financial Services, Options, Fixed Income, Bloomberg
Education
Pace University 1982 — 1985
BBA, Marketing
RBC Capital Markets May 2012 - Present
Nomura Securities June 2009 - April 2012
Credit-Suisse 1986 - 2008
Credit Suisse First Boston 1986 - 2008
Credit-Suisse 1982 - 2008
Skills
Derivatives, Equities, Investment Banking, Hedge Funds, Banking, Risk Management, FX Options, Credit Derivatives, Trading, MBS, Portfolio Management, Back Office, Operational Risk, Bonds, Financial Risk, Equity Research, Market Risk, Asset Management, Equity Derivatives, Financial Services, Options, Fixed Income, Bloomberg
Education
Pace University 1982 — 1985
BBA, Marketing
Tamara Botta's Credit Suisse First Boston Experience February 1998 - January 2003
Job Data Modeler, Business and Data Analyst Independent Consultant at Bank of TokyoMitsubishi (MUFG)
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ July 2013 - Present
Information Designers, Inc. October 1996 - Present
Morgan Stanley March 2012 - May 2013
AIG August 2011 - February 2012
Bank of America February 2010 - July 2011
Gary Segal Architects, LLC February 2009 - January 2010
Lehman Brothers/Barclays Bank November 2007 - December 2008
Policy Administration Solutions, Inc June 2006 - October 2007
Credit Suisse First Boston February 1998 - January 2003
InvestLink Technologies April 2001 - April 2002
Skills
ETL, Data Warehousing, Enterprise Architecture, Business Analysis, Microsoft SQL Server, Requirements Analysis, Databases, Unix, SQL, Perl, T-SQL, DB2, Linux, Sybase
Education
New York University
Master of Science, Computer Science
Bank of Tokyo-Mitsubishi UFJ July 2013 - Present
Information Designers, Inc. October 1996 - Present
Morgan Stanley March 2012 - May 2013
AIG August 2011 - February 2012
Bank of America February 2010 - July 2011
Gary Segal Architects, LLC February 2009 - January 2010
Lehman Brothers/Barclays Bank November 2007 - December 2008
Policy Administration Solutions, Inc June 2006 - October 2007
Credit Suisse First Boston February 1998 - January 2003
InvestLink Technologies April 2001 - April 2002
Skills
ETL, Data Warehousing, Enterprise Architecture, Business Analysis, Microsoft SQL Server, Requirements Analysis, Databases, Unix, SQL, Perl, T-SQL, DB2, Linux, Sybase
Education
New York University
Master of Science, Computer Science
Marni Bobich, SPHR, GPHR's Credit Suisse First Boston Experience October 1997 - March 2002
Job Director of Human Resources, Pitzer College
Industry Human Resources
Experience
Pitzer College June 2010 - Present
HR Certification Institute September 2006 - December 2013
Insperity (formerly Administaff) November 2004 - June 2010
Columbia University January 2004 - August 2004
Columbia University's Biosphere 2 Center, Inc. August 2002 - December 2003
Credit Suisse First Boston October 1997 - March 2002
Skills
Employee Relations, Personnel Management, Change Management, Operations Management, Recruiting, Deferred Compensation, Human Resources, Payroll, Workers Compensation, Leadership, SPHR, Benefits Administration, Succession Planning, Employee Benefits
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2001
MBA, Business
Penn State University 1990 — 1995
Bachelor of Science, Hotel, Restaurant and Institutional Management
Ramapo Senior High School 1987 — 1990
Pitzer College June 2010 - Present
HR Certification Institute September 2006 - December 2013
Insperity (formerly Administaff) November 2004 - June 2010
Columbia University January 2004 - August 2004
Columbia University's Biosphere 2 Center, Inc. August 2002 - December 2003
Credit Suisse First Boston October 1997 - March 2002
Skills
Employee Relations, Personnel Management, Change Management, Operations Management, Recruiting, Deferred Compensation, Human Resources, Payroll, Workers Compensation, Leadership, SPHR, Benefits Administration, Succession Planning, Employee Benefits
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2001
MBA, Business
Penn State University 1990 — 1995
Bachelor of Science, Hotel, Restaurant and Institutional Management
Ramapo Senior High School 1987 — 1990
Thea Kelly's Credit Suisse First Boston Experience October 2005 - July 2007
Job Accounting Manager, HR Officer, IT Liaison at J.K. Adams Co.
Industry Accounting
Experience
J.K. Adams Co. February 2013 - Present
Dorothea M. Kelly Consulting November 2008 - January 2015
Robert Half Management Resources July 2007 - July 2008
Credit Suisse First Boston October 2005 - July 2007
Lehman Brothers May 2001 - October 2005
JP Morgan May 1993 - September 1997
Salomon Brothers 1985 - 1993
Peat, Marwick, Mitchell & Co. January 1980 - May 1985
Skills
Internal Controls, Risk Management, Operational Risk, FINOP, Financial Reporting, Regulatory Reporting, Corporate Governance, Start-ups, Finance, Financial Analysis, Accounting, Banking, Business Planning, Auditing, Equities, Financial Modeling, Financial Risk, Mergers & Acquisitions, Management, Financial Services, Business Process..., Fixed Income, Management Consulting, Manufacturing, Risk Assessment, Enterprise Risk..., Tax, Asset Management, Valuation, Credit, Due Diligence, Sarbanes-Oxley Act, Change Management, Corporate Finance, Internal Audit, Forecasting, Capital Markets, IT Audit, Restructuring, Options, Investment Banking, Governance, Derivatives, Budgets, Policy, Securities
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Public Accounting
SUNY Albany
J.K. Adams Co. February 2013 - Present
Dorothea M. Kelly Consulting November 2008 - January 2015
Robert Half Management Resources July 2007 - July 2008
Credit Suisse First Boston October 2005 - July 2007
Lehman Brothers May 2001 - October 2005
JP Morgan May 1993 - September 1997
Salomon Brothers 1985 - 1993
Peat, Marwick, Mitchell & Co. January 1980 - May 1985
Skills
Internal Controls, Risk Management, Operational Risk, FINOP, Financial Reporting, Regulatory Reporting, Corporate Governance, Start-ups, Finance, Financial Analysis, Accounting, Banking, Business Planning, Auditing, Equities, Financial Modeling, Financial Risk, Mergers & Acquisitions, Management, Financial Services, Business Process..., Fixed Income, Management Consulting, Manufacturing, Risk Assessment, Enterprise Risk..., Tax, Asset Management, Valuation, Credit, Due Diligence, Sarbanes-Oxley Act, Change Management, Corporate Finance, Internal Audit, Forecasting, Capital Markets, IT Audit, Restructuring, Options, Investment Banking, Governance, Derivatives, Budgets, Policy, Securities
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Public Accounting
SUNY Albany
Peter Rozario's Credit Suisse First Boston Experience May 2002 - June 2004
Job VP at Citi Hedge Fund Middle Office Technology
Industry Information Technology and Services
Experience
Citi January 2010 - Present
Federal Reserve Bank February 2009 - October 2009
Merrill Lynch August 2006 - January 2009
Bank of America June 2004 - August 2006
Credit Suisse First Boston May 2002 - June 2004
Lehman Brothers June 2000 - May 2002
Goldman Sachs May 1997 - June 2000
Skills
Hedge Funds, Middle Office, Business Analysis, Prime Brokerage, Equity Derivatives, Swaps, Options, Vendor Management, SDLC, Trading Systems, Business Intelligence
Education
Stevens Institute of Technology 1995 — 1997
BE, EE
New York University 1992 — 1997
MS, Computer Science
Citi January 2010 - Present
Federal Reserve Bank February 2009 - October 2009
Merrill Lynch August 2006 - January 2009
Bank of America June 2004 - August 2006
Credit Suisse First Boston May 2002 - June 2004
Lehman Brothers June 2000 - May 2002
Goldman Sachs May 1997 - June 2000
Skills
Hedge Funds, Middle Office, Business Analysis, Prime Brokerage, Equity Derivatives, Swaps, Options, Vendor Management, SDLC, Trading Systems, Business Intelligence
Education
Stevens Institute of Technology 1995 — 1997
BE, EE
New York University 1992 — 1997
MS, Computer Science
Vernelle Street's Credit Suisse First Boston Experience 2000 - 2002
Job Executive Administrative Assistant at Deutsche Bank
Industry Banking
Experience
Deutsche Bank April 2010 - Present
Goldman Sachs September 2009 - April 2010
Bear Stearns Companies May 2004 - August 2008
MSCI/Morgan Stanley 2002 - 2004
Credit Suisse First Boston 2000 - 2002
Compass Partners 1997 - 1998
Skills
Investment Banking, Equities, Securities, Recruiting, Onboarding, Human Resources, Travel Arrangements, Investor Relations, Administrative..., Hedge Funds, Asset Managment, Calendars, Outlook, Employee Relations, Office Management
Education
University of Phoenix 2000 — 2003
Bachelor of Science, Business Management
Berkeley College 1997 — 1999
Associate, Business Administration-Management
Parsons School of Design
Fashion/Image Consultant
Deutsche Bank April 2010 - Present
Goldman Sachs September 2009 - April 2010
Bear Stearns Companies May 2004 - August 2008
MSCI/Morgan Stanley 2002 - 2004
Credit Suisse First Boston 2000 - 2002
Compass Partners 1997 - 1998
Skills
Investment Banking, Equities, Securities, Recruiting, Onboarding, Human Resources, Travel Arrangements, Investor Relations, Administrative..., Hedge Funds, Asset Managment, Calendars, Outlook, Employee Relations, Office Management
Education
University of Phoenix 2000 — 2003
Bachelor of Science, Business Management
Berkeley College 1997 — 1999
Associate, Business Administration-Management
Parsons School of Design
Fashion/Image Consultant
Stan Mehaffey's Credit Suisse First Boston Experience 1969 - 1981
Job Independent Investment Management Professional
Industry Investment Management
Experience
Lehman Brothers September 1984 - July 2001
Credit Suisse First Boston 1969 - 1981
Skills
Capital Markets, Asset Managment, Portfolio Management, Fixed Income, MBS, Bloomberg, Asset Management
Education
Northwestern University - Kellogg School of Management 1964 — 1971
BA, Investment Management
Lehman Brothers September 1984 - July 2001
Credit Suisse First Boston 1969 - 1981
Skills
Capital Markets, Asset Managment, Portfolio Management, Fixed Income, MBS, Bloomberg, Asset Management
Education
Northwestern University - Kellogg School of Management 1964 — 1971
BA, Investment Management
irvin goldman's Credit Suisse First Boston Experience June 1988 - February 2001
Job
Industry Financial Services
Experience
JPMorgan Chase January 2008 - August 2008
Cantor Fitzgerald & Co. June 2003 - November 2007
Goldrock Entertainment January 2002 - June 2003
Goldrock Capital Management March 2001 - December 2001
Credit Suisse First Boston June 1988 - February 2001
Salomon Brothers Inc February 1984 - June 1988
Education
New York University 1983 — 1984
MBA
New York University - Leonard N. Stern School of Business 1979 — 1984
BS
JPMorgan Chase January 2008 - August 2008
Cantor Fitzgerald & Co. June 2003 - November 2007
Goldrock Entertainment January 2002 - June 2003
Goldrock Capital Management March 2001 - December 2001
Credit Suisse First Boston June 1988 - February 2001
Salomon Brothers Inc February 1984 - June 1988
Education
New York University 1983 — 1984
MBA
New York University - Leonard N. Stern School of Business 1979 — 1984
BS
Ian Milward's Credit Suisse First Boston Experience 1997 - 2000
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2002 - Present
Credit Suisse First Boston 1997 - 2000
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
The London School of Economics and Political Science (LSE) 1993 — 1996
Bsc, Econ
Bank of America Merrill Lynch September 2002 - Present
Credit Suisse First Boston 1997 - 2000
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
The London School of Economics and Political Science (LSE) 1993 — 1996
Bsc, Econ
Vito Santoruvo's Credit Suisse First Boston Experience 1987 - Present
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse (USA) 1996 - Present
Credit Suisse January 1987 - Present
Credit Suisse First Boston 1987 - Present
Education
Pace University 1980 — 1984
BS, Political Science, Economics
Credit Suisse (USA) 1996 - Present
Credit Suisse January 1987 - Present
Credit Suisse First Boston 1987 - Present
Education
Pace University 1980 — 1984
BS, Political Science, Economics
Jeffrey Hartnagel's Credit Suisse First Boston Experience March 2001 - June 2003
Job Vice President/ Due Diligence Manager at Spurs Capital
Industry Investment Banking
Experience
Spurs Capital June 2013 - Present
Standard & Poor's July 2010 - June 2013
Independent Contractor October 2007 - August 2010
Merrill Lynch September 2006 - September 2007
Nomura Securities, Inc June 2004 - August 2006
Lehman Brothers, Inc June 2003 - June 2004
Credit Suisse First Boston March 2001 - June 2003
The Bohan Group January 1996 - March 2001
The Resolution Trust Corp/Merrill Lynch January 1991 - January 1995
Skills
Credit, Management, Risk Management, Loans, Credit Risk, Capital Markets, Financial Risk, Due Diligence, Residential Mortgages, Loan Origination, Mortgage Lending, Fixed Income, Asset Management, Loss Mitigation, Banking, Structured Finance, Underwriting, Securities
Education
New York University
Commercial Underwriting
Fordham University
BS, Marketing
Spurs Capital June 2013 - Present
Standard & Poor's July 2010 - June 2013
Independent Contractor October 2007 - August 2010
Merrill Lynch September 2006 - September 2007
Nomura Securities, Inc June 2004 - August 2006
Lehman Brothers, Inc June 2003 - June 2004
Credit Suisse First Boston March 2001 - June 2003
The Bohan Group January 1996 - March 2001
The Resolution Trust Corp/Merrill Lynch January 1991 - January 1995
Skills
Credit, Management, Risk Management, Loans, Credit Risk, Capital Markets, Financial Risk, Due Diligence, Residential Mortgages, Loan Origination, Mortgage Lending, Fixed Income, Asset Management, Loss Mitigation, Banking, Structured Finance, Underwriting, Securities
Education
New York University
Commercial Underwriting
Fordham University
BS, Marketing
Vijay Ravula's Credit Suisse First Boston Experience January 2007 - October 2008
Job Database Admin at RBS
Industry Banking
Experience
RBS October 2008 - Present
Credit Suisse First Boston January 2007 - October 2008
Citi April 2005 - April 2006
Amaranth Group Inc. 2006 - 2006
Sunlife Financial January 2001 - April 2005
NIIT May 1997 - April 2000
GE Plastics 2000 - 2000
Skills
Sybase, Microsoft SQL Server, Data Warehousing, Database Design, Performance Tuning, Data Modeling, SQL Tuning, Replication, Databases, SQL, SSIS, Oracle, T-SQL, SDLC, Unix Shell Scripting, Unix, High Availability
Education
Osmania University 1994 — 1997
B.Sc, Computer Science
RBS October 2008 - Present
Credit Suisse First Boston January 2007 - October 2008
Citi April 2005 - April 2006
Amaranth Group Inc. 2006 - 2006
Sunlife Financial January 2001 - April 2005
NIIT May 1997 - April 2000
GE Plastics 2000 - 2000
Skills
Sybase, Microsoft SQL Server, Data Warehousing, Database Design, Performance Tuning, Data Modeling, SQL Tuning, Replication, Databases, SQL, SSIS, Oracle, T-SQL, SDLC, Unix Shell Scripting, Unix, High Availability
Education
Osmania University 1994 — 1997
B.Sc, Computer Science
joseph oricoli's Credit Suisse First Boston Experience January 1991 - May 1995
Job Managing Director at First Empire Securities
Industry Investment Management
Experience
First Empire Securities May 2005 - Present
first empire asset management May 2005 - Present
First Empire Securities, Inc May 2005 - Present
LPC Services May 2005 - Present
First Empire Securities May 2005 - Present
FORE Partners capital January 2002 - April 2005
Nicholson International North America January 2000 - December 2001
Strategic Investment Management January 1996 - December 1999
Credit Suisse First Boston January 1991 - May 1995
Morgan Stanley July 1979 - December 1990
Skills
Hedge Funds, Equities, Investments, Fixed Income, Bloomberg, Series 7, Portfolio Management, Management, Asset Managment, Series 63, Alternative Investments, Mutual Funds, Trading Systems, Asset Allocation, Electronic Trading, Equity Research, Financial Markets, Financial Services, CRM, Investment Advisory, Series 24, Relationship Management, Risk Management, Financial Analysis, Financial Modeling, Banking
Education
NYU
New York University - Polytechnic School of Engineering
First Empire Securities May 2005 - Present
first empire asset management May 2005 - Present
First Empire Securities, Inc May 2005 - Present
LPC Services May 2005 - Present
First Empire Securities May 2005 - Present
FORE Partners capital January 2002 - April 2005
Nicholson International North America January 2000 - December 2001
Strategic Investment Management January 1996 - December 1999
Credit Suisse First Boston January 1991 - May 1995
Morgan Stanley July 1979 - December 1990
Skills
Hedge Funds, Equities, Investments, Fixed Income, Bloomberg, Series 7, Portfolio Management, Management, Asset Managment, Series 63, Alternative Investments, Mutual Funds, Trading Systems, Asset Allocation, Electronic Trading, Equity Research, Financial Markets, Financial Services, CRM, Investment Advisory, Series 24, Relationship Management, Risk Management, Financial Analysis, Financial Modeling, Banking
Education
NYU
New York University - Polytechnic School of Engineering
Matthew C. Duda, CFA's Credit Suisse First Boston Experience 1997 - 2001
Job Principal at Prudential Fixed Income
Industry Investment Management
Experience
Prudential Fixed Income July 2014 - Present
Western Asset Management September 2001 - June 2014
Credit Suisse First Boston 1997 - 2001
Skills
Fixed Income, Asset Management, Hedge Funds, Capital Markets, Alternative Investments, Equities, Investments, Bloomberg, Bonds, Derivatives
Education
New York University
Master’s Degree, Economics
University of Illinois at Urbana-Champaign
Bachelor’s Degree, Economics
Prudential Fixed Income July 2014 - Present
Western Asset Management September 2001 - June 2014
Credit Suisse First Boston 1997 - 2001
Skills
Fixed Income, Asset Management, Hedge Funds, Capital Markets, Alternative Investments, Equities, Investments, Bloomberg, Bonds, Derivatives
Education
New York University
Master’s Degree, Economics
University of Illinois at Urbana-Champaign
Bachelor’s Degree, Economics
Chris Callies's Credit Suisse First Boston Experience 1996 - 2000
Job Chief Investment and Risk Officer
Industry Investment Management
Experience
Global Financial Firms 2006 - Present
Bessemer Trust 2002 - 2005
Advisor to Fidelity Investments 2002 - 2002
Merrill Lynch 2000 - 2002
Credit Suisse First Boston 1996 - 2000
Dean Witter, BBH 1986 - 1996
Skills
Asset Allocation, Portfolio Management, Risk Management, financial risk..., hedge funds, Wealth Management, Quantitative Investing, Quantitative Risk..., Alternative Investments, Equities, Fixed Income, Commodities, Private Equity, Real Estate, Financial Advisory, Strategic Planning, Enterprise Risk..., Market Risk, Stress Testing, Derivatives, Capital Markets, Hedge Funds, Strategy, Investment Banking, Finance, Securities, Trading, Financial Risk, Banking, Investment Management, ETFs, Bloomberg, Hedging, Investments, Commodity
Education
Northwestern University
Global Financial Firms 2006 - Present
Bessemer Trust 2002 - 2005
Advisor to Fidelity Investments 2002 - 2002
Merrill Lynch 2000 - 2002
Credit Suisse First Boston 1996 - 2000
Dean Witter, BBH 1986 - 1996
Skills
Asset Allocation, Portfolio Management, Risk Management, financial risk..., hedge funds, Wealth Management, Quantitative Investing, Quantitative Risk..., Alternative Investments, Equities, Fixed Income, Commodities, Private Equity, Real Estate, Financial Advisory, Strategic Planning, Enterprise Risk..., Market Risk, Stress Testing, Derivatives, Capital Markets, Hedge Funds, Strategy, Investment Banking, Finance, Securities, Trading, Financial Risk, Banking, Investment Management, ETFs, Bloomberg, Hedging, Investments, Commodity
Education
Northwestern University
Don Chin's Credit Suisse First Boston Experience October 2008 - December 2008
Job Financial Services Professional
Industry Investment Banking
Experience
Credit Suisse First Boston October 2008 - December 2008
Royal Bank Canada March 2008 - July 2008
UBS Investment Bank July 2006 - December 2007
Main Stay Investments October 2005 - June 2006
Morgan Stanley November 1999 - September 2005
Goldman Sachs September 1998 - November 1999
Education
Penn State University
Bachelor, Marketing
Credit Suisse First Boston October 2008 - December 2008
Royal Bank Canada March 2008 - July 2008
UBS Investment Bank July 2006 - December 2007
Main Stay Investments October 2005 - June 2006
Morgan Stanley November 1999 - September 2005
Goldman Sachs September 1998 - November 1999
Education
Penn State University
Bachelor, Marketing
Bryce Fraser's Credit Suisse First Boston Experience 1999 - 2003
Job Managing Director at Watershed Asset Management
Industry Investment Management
Experience
Watershed Asset Management 2015 - Present
Fortress Investment Group 2008 - 2015
Merrill Lynch 2005 - 2008
Credit Suisse First Boston 1999 - 2003
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Capital Markets, Hedge Funds, Equities, Fixed Income, Investments, Due Diligence, Alternative Investments, Bloomberg
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Penn State University 1995 — 1999
BS, Accounting and Finance
Watershed Asset Management 2015 - Present
Fortress Investment Group 2008 - 2015
Merrill Lynch 2005 - 2008
Credit Suisse First Boston 1999 - 2003
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Capital Markets, Hedge Funds, Equities, Fixed Income, Investments, Due Diligence, Alternative Investments, Bloomberg
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Penn State University 1995 — 1999
BS, Accounting and Finance
Darius Dadabhoy's Credit Suisse First Boston Experience 1997 - 1998
Job Sales/Account Management at Bloomberg
Industry Financial Services
Experience
Bloomberg 2012 - Present
Interactive Data 2005 - 2012
Northern Trust Global Investments 2000 - 2005
Credit Suisse First Boston 1997 - 1998
Skills
Fixed Income, Equities, Account Management, Software, Bloomberg, Portfolio Management, Asset Managment, Bonds, Financial Modeling, Asset Allocation, Alternative Investments, Capital Markets, Asset Management
Education
UCLA Anderson School of Management 2006 — 2010
MBA, Organizational Behavior
The University of Chicago Booth School of Business 2004 — 2005
MBA, Finance
Northwestern University 1992 — 1997
BS, Industrial Engineering
Bloomberg 2012 - Present
Interactive Data 2005 - 2012
Northern Trust Global Investments 2000 - 2005
Credit Suisse First Boston 1997 - 1998
Skills
Fixed Income, Equities, Account Management, Software, Bloomberg, Portfolio Management, Asset Managment, Bonds, Financial Modeling, Asset Allocation, Alternative Investments, Capital Markets, Asset Management
Education
UCLA Anderson School of Management 2006 — 2010
MBA, Organizational Behavior
The University of Chicago Booth School of Business 2004 — 2005
MBA, Finance
Northwestern University 1992 — 1997
BS, Industrial Engineering
Juliet Unfried's Credit Suisse First Boston Experience September 2000 - August 2002
Job Master Degree Candidate in Social Organizational Psychology
Industry Nonprofit Organization Management
Experience
Free Range Studios January 2010 - September 2014
Pursue Balance September 2008 - July 2009
Sustaining Jackson Hole September 2007 - August 2008
Teton Youth and Family Services June 2003 - July 2007
Jackson Hole Mountain Resort December 2002 - April 2007
Credit Suisse First Boston September 2000 - August 2002
Skills
Video Production, Nonprofits, Social Entrepreneurship, Community Outreach, Video, Psychology, Event Planning, Non-profits, Sustainability, Organizational..., Production Managment, Social Media, Team Management, Public Relations, Outdoor Recreation, Fundraising, Experiential Education, Outdoor Education, Child Advocacy, Youth Leadership, Organizational..., Production Planning
Education
Wellesley College 1996 — 2000
BA, Psychology
Pinchot 2008 — 2009
Certificate, Sustainable Entrepreneurship
Teachers College of Columbia University 2015 — 2017
Master of Arts (M.A.), Social-Organizational Psychology
University of Sydney 1999 — 1999
Free Range Studios January 2010 - September 2014
Pursue Balance September 2008 - July 2009
Sustaining Jackson Hole September 2007 - August 2008
Teton Youth and Family Services June 2003 - July 2007
Jackson Hole Mountain Resort December 2002 - April 2007
Credit Suisse First Boston September 2000 - August 2002
Skills
Video Production, Nonprofits, Social Entrepreneurship, Community Outreach, Video, Psychology, Event Planning, Non-profits, Sustainability, Organizational..., Production Managment, Social Media, Team Management, Public Relations, Outdoor Recreation, Fundraising, Experiential Education, Outdoor Education, Child Advocacy, Youth Leadership, Organizational..., Production Planning
Education
Wellesley College 1996 — 2000
BA, Psychology
Pinchot 2008 — 2009
Certificate, Sustainable Entrepreneurship
Teachers College of Columbia University 2015 — 2017
Master of Arts (M.A.), Social-Organizational Psychology
University of Sydney 1999 — 1999
Ameesh Parikh's Credit Suisse First Boston Experience June 2006 - December 2008
Job A.V.P. at JPMorgan Chase
Industry Accounting
Experience
JPMorgan Chase November 2010 - Present
WL ROSS & CO., LLC, New York, NY February 2010 - November 2010
Credit Suisse First Boston June 2006 - December 2008
Skills
Financial Analysis, Derivatives, Equities, Investment Banking, Fund Accounting
Education
North Maharashtra University
Accounting and Finance
JPMorgan Chase November 2010 - Present
WL ROSS & CO., LLC, New York, NY February 2010 - November 2010
Credit Suisse First Boston June 2006 - December 2008
Skills
Financial Analysis, Derivatives, Equities, Investment Banking, Fund Accounting
Education
North Maharashtra University
Accounting and Finance
Henry Ming's Credit Suisse First Boston Experience 1999 - 2004
Job Vice President at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management January 2006 - Present
Jasper Asset Management March 2005 - January 2006
Barclays Capital April 2004 - March 2005
Credit Suisse First Boston 1999 - 2004
Salomon Brothers 1997 - 1999
HSBC Securities November 1996 - August 1997
Knight-Ridder Financial July 1996 - November 1996
Skills
Trading Systems, Equities, Electronic Trading, Quantitative Finance, Fixed Income, Credit Derivatives, Derivatives, Hedge Funds
Education
University at Buffalo 1988 — 1993
Ph.D., Physics
Peking University 1981 — 1988
B.S, Physics
Goldman Sachs Asset Management January 2006 - Present
Jasper Asset Management March 2005 - January 2006
Barclays Capital April 2004 - March 2005
Credit Suisse First Boston 1999 - 2004
Salomon Brothers 1997 - 1999
HSBC Securities November 1996 - August 1997
Knight-Ridder Financial July 1996 - November 1996
Skills
Trading Systems, Equities, Electronic Trading, Quantitative Finance, Fixed Income, Credit Derivatives, Derivatives, Hedge Funds
Education
University at Buffalo 1988 — 1993
Ph.D., Physics
Peking University 1981 — 1988
B.S, Physics
Richard Lang's Credit Suisse First Boston Experience March 1996 - June 2001
Job Execution Services / Algorithmic Trading Global Liquidity Partners
Industry Financial Services
Experience
Global Liquidity Partners April 2011 - Present
Cantor Fitzgerald January 2010 - January 2011
Deutsche Bank 2004 - 2009
Credit Suisse First Boston March 1996 - June 2001
Lehman Brothers 1989 - 1996
Goldman Sachs 1986 - 1990
Education
Pace University 1982 — 1986
BBA / Finance
Global Liquidity Partners April 2011 - Present
Cantor Fitzgerald January 2010 - January 2011
Deutsche Bank 2004 - 2009
Credit Suisse First Boston March 1996 - June 2001
Lehman Brothers 1989 - 1996
Goldman Sachs 1986 - 1990
Education
Pace University 1982 — 1986
BBA / Finance
Maria Mendolia's Credit Suisse First Boston Experience March 2000 - July 2005
Job Executive Assistant to CEO & Chairman at Miller Russell Associates
Industry Financial Services
Experience
Miller Russell Associates January 2012 - Present
GenSpring Family Offices LLC March 2011 - December 2011
DELSTAR Companies February 2007 - December 2010
Credit Suisse First Boston March 2000 - July 2005
Salomon Smith Barney March 1993 - March 2000
Education
Pace University
Miller Russell Associates January 2012 - Present
GenSpring Family Offices LLC March 2011 - December 2011
DELSTAR Companies February 2007 - December 2010
Credit Suisse First Boston March 2000 - July 2005
Salomon Smith Barney March 1993 - March 2000
Education
Pace University
Doug Maher's Credit Suisse First Boston Experience May 1998 - March 2000
Job Managing Director at Siemens Financial Services
Industry Financial Services
Experience
Siemens Financial Services October 2011 - Present
Siemens April 2008 - September 2011
Deutsche Bank April 2007 - March 2008
CIT March 2000 - March 2007
Credit Suisse First Boston May 1998 - March 2000
JP Morgan 1990 - 1998
Education
Pace University - Lubin School of Business 1986 — 1991
BBA/MBA, Public accounting
Siemens Financial Services October 2011 - Present
Siemens April 2008 - September 2011
Deutsche Bank April 2007 - March 2008
CIT March 2000 - March 2007
Credit Suisse First Boston May 1998 - March 2000
JP Morgan 1990 - 1998
Education
Pace University - Lubin School of Business 1986 — 1991
BBA/MBA, Public accounting
Moushmi Soleja's Credit Suisse First Boston Experience 1996 - 1997
Job Managing Principal Health Rex LLC dba AFC Doctors Express
Industry Hospital & Health Care
Experience
Health Rex LLC dba Doctors Express November 2011 - Present
Fleet Boston Financial 1997 - 2001
Credit Suisse First Boston 1996 - 1997
Education
Ohio Wesleyan University
International Business & Pre-Law
Health Rex LLC dba Doctors Express November 2011 - Present
Fleet Boston Financial 1997 - 2001
Credit Suisse First Boston 1996 - 1997
Education
Ohio Wesleyan University
International Business & Pre-Law
Gigi Wolff's Credit Suisse First Boston Experience 1986 - 1990
Job Financial Services Professional
Industry Financial Services
Experience
Bloomberg 1993 - 1998
Credit Suisse First Boston 1986 - 1990
Singer Aerospace 1984 - 1986
Skills
C++, Trading Systems, Java, C, Unix, Electronic Trading, Requirements Analysis, Programming
Education
The Johns Hopkins University 1990 — 1993
Master of Science (MS), Computer Engineering
Cooper Union 1980 — 1984
BS, Electrical and Electronics Engineering
NYU 1980 — 1984
BS, Computer Science
Bloomberg 1993 - 1998
Credit Suisse First Boston 1986 - 1990
Singer Aerospace 1984 - 1986
Skills
C++, Trading Systems, Java, C, Unix, Electronic Trading, Requirements Analysis, Programming
Education
The Johns Hopkins University 1990 — 1993
Master of Science (MS), Computer Engineering
Cooper Union 1980 — 1984
BS, Electrical and Electronics Engineering
NYU 1980 — 1984
BS, Computer Science
Nathalie Hennebert's Credit Suisse First Boston Experience June 2000 - September 2002
Job Organizational Stylist
Industry
Experience
Nathalie Hennebert July 2014 - Present
Commonwealth Bank October 2008 - June 2010
Polo Ralph Lauren & Polo Jeans Co. March 2004 - June 2007
Morgan Stanley February 2003 - October 2003
Credit Suisse First Boston June 2000 - September 2002
Skills
Business Strategy, Project Management, Negotiation, Marketing Strategy, Social Media, Strategic Planning, Marketing Communications, Microsoft Office, Strategy, Management
Education
International School of Colour & Design 2009 — 2010
Intro to Colour & Surface Design
Espacio Buenos Aires 2003 — 2003
Visual Merchandising & Fashion Producer
Museo Nacional del Traje 2003 — 2003
Designing & Fashion History
Parsons School of Design 2000 — 2000
Introduction to Designing Markets
Universidad del Salvador 1994 — 1999
Bachelor's Degree, International Relations and Affairs
Nathalie Hennebert July 2014 - Present
Commonwealth Bank October 2008 - June 2010
Polo Ralph Lauren & Polo Jeans Co. March 2004 - June 2007
Morgan Stanley February 2003 - October 2003
Credit Suisse First Boston June 2000 - September 2002
Skills
Business Strategy, Project Management, Negotiation, Marketing Strategy, Social Media, Strategic Planning, Marketing Communications, Microsoft Office, Strategy, Management
Education
International School of Colour & Design 2009 — 2010
Intro to Colour & Surface Design
Espacio Buenos Aires 2003 — 2003
Visual Merchandising & Fashion Producer
Museo Nacional del Traje 2003 — 2003
Designing & Fashion History
Parsons School of Design 2000 — 2000
Introduction to Designing Markets
Universidad del Salvador 1994 — 1999
Bachelor's Degree, International Relations and Affairs
Victor Maruri's Credit Suisse First Boston Experience 1986 - 1991
Job Managing Partner at HCP & Company
Industry Financial Services
Experience
HCP & Company March 2003 - Present
Banque Paribas 1993 - 2001
Credit Suisse First Boston 1986 - 1991
Skills
Venture Capital, Private Equity, M&A experience, Private Equity Firms, Hedge Funds, Due Diligence, LBO, Private Placements, Fund Of Funds, Investor Relations, Valuation, Financial Modeling, Mergers & Acquisitions, Acquisitions, Growth Capital, Business Strategy, Corporate Finance, Investments, Entrepreneurship, Deal Sourcing, Restructuring, Board of Directors, Management, Portfolio Management, Aviation
Education
New York University
University of Miami
Bachelor of Business Administration (BBA)
HCP & Company March 2003 - Present
Banque Paribas 1993 - 2001
Credit Suisse First Boston 1986 - 1991
Skills
Venture Capital, Private Equity, M&A experience, Private Equity Firms, Hedge Funds, Due Diligence, LBO, Private Placements, Fund Of Funds, Investor Relations, Valuation, Financial Modeling, Mergers & Acquisitions, Acquisitions, Growth Capital, Business Strategy, Corporate Finance, Investments, Entrepreneurship, Deal Sourcing, Restructuring, Board of Directors, Management, Portfolio Management, Aviation
Education
New York University
University of Miami
Bachelor of Business Administration (BBA)
Brian M. Gibbons, Jr., CFA's Credit Suisse First Boston Experience 2000 - 2002
Job Sr. Analyst, Oil & Gas IG & HY Credit Research at CreditSights, Inc.
Industry Investment Management
Experience
CreditSights, Inc. December 2002 - Present
Credit Suisse First Boston 2000 - 2002
Credit Suisse First Boston 1999 - 2000
Scudder Kemper Investments 1997 - 1999
Skills
Chartered Financial..., Oil & Gas, High Yield Analysis, High Yield Bonds, Investment Grade..., Credit, Credit Analysis, Bond Markets, Bonds, Equity Research, Equities, Valuation, Equity Valuation, Financial Modeling, Hedge Funds, Investments, Emerging Markets, Capital Markets, Portfolio Management, Investment Banking, Asset Managment, Financial Markets, Bloomberg, Bloomberg Terminal, Energy, E&P, Refiners, Integrated Oils, Oilfield Services and...
Education
Penn State University 1993 — 1997
Bachelor of Science (BS), Economics
CreditSights, Inc. December 2002 - Present
Credit Suisse First Boston 2000 - 2002
Credit Suisse First Boston 1999 - 2000
Scudder Kemper Investments 1997 - 1999
Skills
Chartered Financial..., Oil & Gas, High Yield Analysis, High Yield Bonds, Investment Grade..., Credit, Credit Analysis, Bond Markets, Bonds, Equity Research, Equities, Valuation, Equity Valuation, Financial Modeling, Hedge Funds, Investments, Emerging Markets, Capital Markets, Portfolio Management, Investment Banking, Asset Managment, Financial Markets, Bloomberg, Bloomberg Terminal, Energy, E&P, Refiners, Integrated Oils, Oilfield Services and...
Education
Penn State University 1993 — 1997
Bachelor of Science (BS), Economics
Tom Jarck's Credit Suisse First Boston Experience April 2002 - September 2004
Job Equity Derivatives Trader at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Nomura Securities International May 2013 - May 2015
Deutsche Bank September 2011 - February 2013
Citigroup October 2004 - June 2011
Credit Suisse First Boston April 2002 - September 2004
Letco April 1992 - April 2002
Skills
Equity Derivatives, Trading, Equities, Derivatives, Volatility, ETFs, Futures Trading, Fixed Income, Options, Index Options, Market Making, Management, Series 7, Series 63, Series 24, series 3, series 4, series 55
Education
Penn State University 1987 — 1991
Bachelor of Science (BS), Economics
Credit Suisse July 2015 - Present
Nomura Securities International May 2013 - May 2015
Deutsche Bank September 2011 - February 2013
Citigroup October 2004 - June 2011
Credit Suisse First Boston April 2002 - September 2004
Letco April 1992 - April 2002
Skills
Equity Derivatives, Trading, Equities, Derivatives, Volatility, ETFs, Futures Trading, Fixed Income, Options, Index Options, Market Making, Management, Series 7, Series 63, Series 24, series 3, series 4, series 55
Education
Penn State University 1987 — 1991
Bachelor of Science (BS), Economics
Jennifer Kenny's Credit Suisse First Boston Experience May 2001 - August 2001
Job VP, Assistant Controller at Cohn & Wolfe
Industry Public Relations and Communications
Experience
Cohn & Wolfe December 2004 - Present
American Express TBS Inc./Goldstein Golub Kessler, LLP November 2002 - December 2004
Credit Suisse First Boston May 2001 - August 2001
Donaldsun Lufkin & Jenrette July 1998 - November 2000
Education
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
Cohn & Wolfe December 2004 - Present
American Express TBS Inc./Goldstein Golub Kessler, LLP November 2002 - December 2004
Credit Suisse First Boston May 2001 - August 2001
Donaldsun Lufkin & Jenrette July 1998 - November 2000
Education
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS