Credit Suisse First Boston Corporation
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, NY Founded: 1988 Ceased operations: 2006 Parent organization: Credit Suisse AG
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Credit Suisse First Boston Corporation Employees
Employee
Years
Job
Industry
Bryan Kent Bryan Kent's Credit Suisse First Boston Corporation Experience 2000 - 2001
Job Managing Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan November 2011 - Present
DRESDNER KLEINWORT April 2008 - June 2010
MORGAN STANLEY 2004 - 2008
SWISS RE FINANCIAL PRODUCTS CORP 2001 - 2003
CREDIT SUISSE FIRST BOSTON CORPORATION 2000 - 2001
GENERAL RE FINANCIAL PRODUCTS CORPORATION 1996 - 2000
GENERAL RE FINANCIAL PRODUCTS CORPORATION 1990 - 1996
GENERAL REINSURANCE CORPORATION 1985 - 1990
Skills
Prime Brokerage, Collateral Management, Middle Office, Derivatives, FX Options, Valuation, Risk Management, Cash Management, Trading, Change Management, Credit Derivatives, Structured Products
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, International Finance
Fordham University 1979 — 1983
BS, Finance
J.P. Morgan November 2011 - Present
DRESDNER KLEINWORT April 2008 - June 2010
MORGAN STANLEY 2004 - 2008
SWISS RE FINANCIAL PRODUCTS CORP 2001 - 2003
CREDIT SUISSE FIRST BOSTON CORPORATION 2000 - 2001
GENERAL RE FINANCIAL PRODUCTS CORPORATION 1996 - 2000
GENERAL RE FINANCIAL PRODUCTS CORPORATION 1990 - 1996
GENERAL REINSURANCE CORPORATION 1985 - 1990
Skills
Prime Brokerage, Collateral Management, Middle Office, Derivatives, FX Options, Valuation, Risk Management, Cash Management, Trading, Change Management, Credit Derivatives, Structured Products
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, International Finance
Fordham University 1979 — 1983
BS, Finance
Diane Ford Diane Ford's Credit Suisse First Boston Corporation Experience 2005 - 2009
Job Chief Financial & Administrative Officer at America Achieves
Industry Program Development
Experience
America Achieves April 2015 - Present
Malaria No More September 2010 - March 2015
Malaria No More March 2009 - September 2010
Millennium Promise March 2009 - September 2010
Princeton Speech-Language & Learning Center 2005 - 2009
Credit Suisse First Boston Corporation 2005 - 2009
Mabon Securities Corp. 1985 - 1994
Skills
International..., Non-profits, Fundraising, Africa, Social Entrepreneurship, Grants, Strategic Planning, Capacity Building, International Relations, Community Outreach, Organizational..., Leadership, Nonprofits, Grant Writing, Private Equity, Management, Program Management
Education
Baruch College, City University of New York (CUNY)
BA, Accounting
America Achieves April 2015 - Present
Malaria No More September 2010 - March 2015
Malaria No More March 2009 - September 2010
Millennium Promise March 2009 - September 2010
Princeton Speech-Language & Learning Center 2005 - 2009
Credit Suisse First Boston Corporation 2005 - 2009
Mabon Securities Corp. 1985 - 1994
Skills
International..., Non-profits, Fundraising, Africa, Social Entrepreneurship, Grants, Strategic Planning, Capacity Building, International Relations, Community Outreach, Organizational..., Leadership, Nonprofits, Grant Writing, Private Equity, Management, Program Management
Education
Baruch College, City University of New York (CUNY)
BA, Accounting
Andrew Juzeniw Andrew Juzeniw's Credit Suisse First Boston Corporation Experience June 1987 - June 1990
Job Independent Consultant
Industry Financial Services
Experience
Independent Consultant 2010 - Present
Credit Suisse April 2006 - June 2009
Hamilton Investment Management LLC April 1997 - July 2005
Goldman Sachs Asset Mgmt. May 1991 - March 1997
Price Waterhouse Coopers May 1990 - March 1991
Credit Suisse First Boston Corporation June 1987 - June 1990
Integrated Cash Management Services June 1983 - June 1987
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Trading, Commodity, Portfolio Management, Investments, Trading Systems, FX Options, Bloomberg, Options, Equity Derivatives, Electronic Trading, Capital Markets, Analytics, Alternative Investments, Management Consulting, Investment Banking, Risk Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance and International Business
New York University - Courant Institute of Mathematical Sciences 1980 — 1983
M.S., Computer Science
New York University 1976 — 1980
B.A., Computer Science and Mathematics major
Independent Consultant 2010 - Present
Credit Suisse April 2006 - June 2009
Hamilton Investment Management LLC April 1997 - July 2005
Goldman Sachs Asset Mgmt. May 1991 - March 1997
Price Waterhouse Coopers May 1990 - March 1991
Credit Suisse First Boston Corporation June 1987 - June 1990
Integrated Cash Management Services June 1983 - June 1987
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Trading, Commodity, Portfolio Management, Investments, Trading Systems, FX Options, Bloomberg, Options, Equity Derivatives, Electronic Trading, Capital Markets, Analytics, Alternative Investments, Management Consulting, Investment Banking, Risk Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance and International Business
New York University - Courant Institute of Mathematical Sciences 1980 — 1983
M.S., Computer Science
New York University 1976 — 1980
B.A., Computer Science and Mathematics major
Permanand Singh's Credit Suisse First Boston Corporation Experience July 1994 - September 1996
Job
Industry Information Technology and Services
Experience
3D Results July 2011 - Present
TriMundo LLC January 2009 - Present
SuccessFactors July 2007 - June 2011
WCI Communities Inc. June 2005 - June 2007
Gartner October 2000 - December 2004
Ann Taylor 1996 - 2000
Credit Suisse First Boston Corporation July 1994 - September 1996
Wells Fargo Century April 1989 - July 1994
Skills
Organizational..., Business Alignment, Key Performance..., SuccessFactors, Talent Management, HRIS, Business Process..., Performance Management, Business Analysis, Vendor Management, Business Process, Balanced Scorecard, Management Consulting, Vendor Relations, Analysis, Process Improvement, ERP, Program Management, SaaS, Project Planning, Process Engineering, Organizational..., Succession Planning, Strategy, Human Resources, Requirements Analysis, Cross-functional Team..., Management, Project Management, Talent Acquisition, Personnel Management, Consulting, Team Building, Professional Services, PMO, PeopleSoft, Software Implementation, Change Management, Training
Education
PMP from the Project Management Institute 2005 — 2005
PMP
City University of New York-Herbert H. Lehman College 1993 — 1996
MS, Computer Science
3D Results July 2011 - Present
TriMundo LLC January 2009 - Present
SuccessFactors July 2007 - June 2011
WCI Communities Inc. June 2005 - June 2007
Gartner October 2000 - December 2004
Ann Taylor 1996 - 2000
Credit Suisse First Boston Corporation July 1994 - September 1996
Wells Fargo Century April 1989 - July 1994
Skills
Organizational..., Business Alignment, Key Performance..., SuccessFactors, Talent Management, HRIS, Business Process..., Performance Management, Business Analysis, Vendor Management, Business Process, Balanced Scorecard, Management Consulting, Vendor Relations, Analysis, Process Improvement, ERP, Program Management, SaaS, Project Planning, Process Engineering, Organizational..., Succession Planning, Strategy, Human Resources, Requirements Analysis, Cross-functional Team..., Management, Project Management, Talent Acquisition, Personnel Management, Consulting, Team Building, Professional Services, PMO, PeopleSoft, Software Implementation, Change Management, Training
Education
PMP from the Project Management Institute 2005 — 2005
PMP
City University of New York-Herbert H. Lehman College 1993 — 1996
MS, Computer Science
David Gavoor David Gavoor's Credit Suisse First Boston Corporation Experience June 1999 - December 2000
Job Real Estate Professional
Industry Real Estate
Experience
DAG Consultants, LLC January 2007 - Present
Beekman Capital Partners, LLC June 2004 - January 2007
Keefe, Bruyette & Woods, Inc. February 2002 - December 2002
Morgan Stanley December 2000 - December 2001
Credit Suisse First Boston Corporation June 1999 - December 2000
Donaldson, Lufkin & Jenrette February 1998 - June 1999
BT Alex.Brown Incorporated November 1994 - February 1998
Meenan, McDevitt & Company, Inc. June 1992 - October 1994
Skills
Real Estate, Fundraising, New Business Development, Customer Relations, Due Diligence, Contract Negotiation, Public Relations, Research, Dispositions, Writing, Brokerage, Private Equity, Real Estate Economics, Alternative Investments, Loans, Finance, Capital Markets, Investment Banking, Fixed Income, Banking, Loan Origination, Real Estate Transactions, Credit, Financial Services, Financial Markets, Underwriting, Negotiation, Economics, Structured Finance, Commercial Real Estate, Leveraged Finance, Philanthropy, Real Estate Development, Valuation, Disposition, Strategic Partnerships, Asset Management, Business Planning, Mergers & Acquisitions, Financial Analysis, Investment Properties, Restructuring, Financial Structuring, Venture Capital, Hedge Funds, Portfolio Management, Trading, Real Estate Financing
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance, Management, Organizational Behavior
College of the Holy Cross 1981 — 1984
BA, Economics
London School of Economics and Political Science 1983 — 1983
Summer Studies Program, Economics and Political Science
DAG Consultants, LLC January 2007 - Present
Beekman Capital Partners, LLC June 2004 - January 2007
Keefe, Bruyette & Woods, Inc. February 2002 - December 2002
Morgan Stanley December 2000 - December 2001
Credit Suisse First Boston Corporation June 1999 - December 2000
Donaldson, Lufkin & Jenrette February 1998 - June 1999
BT Alex.Brown Incorporated November 1994 - February 1998
Meenan, McDevitt & Company, Inc. June 1992 - October 1994
Skills
Real Estate, Fundraising, New Business Development, Customer Relations, Due Diligence, Contract Negotiation, Public Relations, Research, Dispositions, Writing, Brokerage, Private Equity, Real Estate Economics, Alternative Investments, Loans, Finance, Capital Markets, Investment Banking, Fixed Income, Banking, Loan Origination, Real Estate Transactions, Credit, Financial Services, Financial Markets, Underwriting, Negotiation, Economics, Structured Finance, Commercial Real Estate, Leveraged Finance, Philanthropy, Real Estate Development, Valuation, Disposition, Strategic Partnerships, Asset Management, Business Planning, Mergers & Acquisitions, Financial Analysis, Investment Properties, Restructuring, Financial Structuring, Venture Capital, Hedge Funds, Portfolio Management, Trading, Real Estate Financing
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance, Management, Organizational Behavior
College of the Holy Cross 1981 — 1984
BA, Economics
London School of Economics and Political Science 1983 — 1983
Summer Studies Program, Economics and Political Science
Robert Rimanic Robert Rimanic's Credit Suisse First Boston Corporation Experience August 1986 - December 1996
Job Assistant Vice President at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. February 2013 - Present
Knight Capital Americas, LLC July 2012 - February 2013
Goldman Sachs Execution & Clearing, L.P. January 2005 - May 2012
Goldman Sachs Execution & Clearing, L.P. May 2002 - January 2005
Goldman Sachs & Co. December 1996 - May 2002
Credit Suisse First Boston Corporation August 1986 - December 1996
Skills
Microsoft Office, Outlook, PowerPoint, Visio, Microsoft Excel, Microsoft Word, Management, Leadership, Process Improvement, Options, Budgets, Operations Management, Equities, Auditing, Portfolio Management, Hedge Funds, Bloomberg, Fixed Income, Trading Systems, Investment Banking, Securities, Derivatives, Financial Services, Capital Markets
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Psychology, Business Administration
KCG Holdings, Inc. February 2013 - Present
Knight Capital Americas, LLC July 2012 - February 2013
Goldman Sachs Execution & Clearing, L.P. January 2005 - May 2012
Goldman Sachs Execution & Clearing, L.P. May 2002 - January 2005
Goldman Sachs & Co. December 1996 - May 2002
Credit Suisse First Boston Corporation August 1986 - December 1996
Skills
Microsoft Office, Outlook, PowerPoint, Visio, Microsoft Excel, Microsoft Word, Management, Leadership, Process Improvement, Options, Budgets, Operations Management, Equities, Auditing, Portfolio Management, Hedge Funds, Bloomberg, Fixed Income, Trading Systems, Investment Banking, Securities, Derivatives, Financial Services, Capital Markets
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Psychology, Business Administration
Ariadna Rodenstein Ariadna Rodenstein's Credit Suisse First Boston Corporation Experience December 2000 - December 2004
Job Immigrant Services, Office for New Americans at Mercy Center
Industry Nonprofit Organization Management
Experience
Riverside Clay Tennis Association September 2014 - Present
Mercy Center January 2014 - Present
Credit Suisse Group August 2012 - December 2013
Credit Suisse Group January 2011 - August 2012
Credit Suisse Group January 2005 - December 2010
Credit Suisse First Boston Corporation December 2000 - December 2004
Americas Society / Council of the Americas August 1995 - December 2000
Human Rights Watch / PBS / ABC 1993 - 1999
New York University July 1993 - May 1995
Skills
Event Management, Emerging Markets, Event Planning, Budgets, Sponsorship, Strategic Partnerships, Hospitality, Strategic Planning, International Relations, Fundraising, Business Strategy, Financial Markets, Urban Sociology, Community Outreach, Financial Analysis, Investment Banking, Nonprofits, Marketing and..., Communications, Corporate Social..., Foreign Languages, Immigration Policy
Education
City University of New York 1997 — 1999
M.A., Sociology
New York University 1992 — 1995
B.A., Political Science / Journalism & German
Instituto Tecnológico y de Estudios Superiores de Monterrey 1991 — 1992
Candidate for B.A., Communications
Riverside Clay Tennis Association September 2014 - Present
Mercy Center January 2014 - Present
Credit Suisse Group August 2012 - December 2013
Credit Suisse Group January 2011 - August 2012
Credit Suisse Group January 2005 - December 2010
Credit Suisse First Boston Corporation December 2000 - December 2004
Americas Society / Council of the Americas August 1995 - December 2000
Human Rights Watch / PBS / ABC 1993 - 1999
New York University July 1993 - May 1995
Skills
Event Management, Emerging Markets, Event Planning, Budgets, Sponsorship, Strategic Partnerships, Hospitality, Strategic Planning, International Relations, Fundraising, Business Strategy, Financial Markets, Urban Sociology, Community Outreach, Financial Analysis, Investment Banking, Nonprofits, Marketing and..., Communications, Corporate Social..., Foreign Languages, Immigration Policy
Education
City University of New York 1997 — 1999
M.A., Sociology
New York University 1992 — 1995
B.A., Political Science / Journalism & German
Instituto Tecnológico y de Estudios Superiores de Monterrey 1991 — 1992
Candidate for B.A., Communications
Dan Lonergan's Credit Suisse First Boston Corporation Experience June 1999 - December 2001
Job Chief Executive Officer at Okinus, Inc.
Industry Venture Capital & Private Equity
Experience
Okinus, Inc. April 2013 - Present
L6 Holdings Corporation June 2007 - Present
ProCare Rx 2011 - 2011
Roark Capital Group 2002 - 2007
Credit Suisse First Boston Corporation June 1999 - December 2001
J.P. Morgan 1996 - 1999
CompuTower Technologies Corp. 1989 - 1995
Bear Stearns 1987 - 1989
Washington Redskins 1985 - 1985
Skills
Financial Services, Private Equity, Mergers & Acquisitions, Corporate Finance, Mergers, Due Diligence, Strategic Planning, Venture Capital, New Business Development, Business Planning, Start-ups, Healthcare, Negotiation, Fundraising, Middle Market, Franchising, Debt
Education
Penn State University 1984 — 1986
MBA, Finance
Penn State University 1980 — 1984
BS, Accounting
Okinus, Inc. April 2013 - Present
L6 Holdings Corporation June 2007 - Present
ProCare Rx 2011 - 2011
Roark Capital Group 2002 - 2007
Credit Suisse First Boston Corporation June 1999 - December 2001
J.P. Morgan 1996 - 1999
CompuTower Technologies Corp. 1989 - 1995
Bear Stearns 1987 - 1989
Washington Redskins 1985 - 1985
Skills
Financial Services, Private Equity, Mergers & Acquisitions, Corporate Finance, Mergers, Due Diligence, Strategic Planning, Venture Capital, New Business Development, Business Planning, Start-ups, Healthcare, Negotiation, Fundraising, Middle Market, Franchising, Debt
Education
Penn State University 1984 — 1986
MBA, Finance
Penn State University 1980 — 1984
BS, Accounting
R. Elena Correa Halford R. Elena Correa Halford's Credit Suisse First Boston Corporation Experience April 1999 - January 2002
Job Product Administrative Assistant at Mercer Marketplace
Industry Executive Office
Experience
Mercer Marketplace October 2014 - Present
PolyOne Corporation, Kennesaw, GA February 2010 - June 2014
Various Contract Assignments January 2009 - February 2010
Korn Ferry International December 2007 - December 2008
The Coca-Cola Company June 2006 - December 2007
Edwards Lifesciences March 2002 - June 2006
Credit Suisse First Boston Corporation April 1999 - January 2002
Union Bank of Switerzerland September 1988 - August 1998
Skills
Event Planning, Customer Service, Event Management, Time Management, Management, Sales, Strategic Planning, Project Planning, Budgets, Non-profits, Social Networking, Teamwork, Human Resources, Employee Relations, Outlook, Microsoft Office, Recruiting, Office Management, Access, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Purchasing, Team Building
Education
City University of New York City College
Mercer Marketplace October 2014 - Present
PolyOne Corporation, Kennesaw, GA February 2010 - June 2014
Various Contract Assignments January 2009 - February 2010
Korn Ferry International December 2007 - December 2008
The Coca-Cola Company June 2006 - December 2007
Edwards Lifesciences March 2002 - June 2006
Credit Suisse First Boston Corporation April 1999 - January 2002
Union Bank of Switerzerland September 1988 - August 1998
Skills
Event Planning, Customer Service, Event Management, Time Management, Management, Sales, Strategic Planning, Project Planning, Budgets, Non-profits, Social Networking, Teamwork, Human Resources, Employee Relations, Outlook, Microsoft Office, Recruiting, Office Management, Access, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Purchasing, Team Building
Education
City University of New York City College
Andy Martinez Andy Martinez's Credit Suisse First Boston Corporation Experience 1999 - 2001
Job Partner at Foundation Equity Partners
Industry Financial Services
Experience
Foundation Equity Partners 2012 - Present
Marlin Equity Partners 2007 - 2011
GORES Technology Group 2002 - 2004
Bay Harbour Management 2001 - 2002
Credit Suisse First Boston Corporation 1999 - 2001
Education
The University of Texas School of Law 2004 — 2007
Juris Doctor (J.D.)
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor’s Degree, Finance and Entrepreneurial Management
Foundation Equity Partners 2012 - Present
Marlin Equity Partners 2007 - 2011
GORES Technology Group 2002 - 2004
Bay Harbour Management 2001 - 2002
Credit Suisse First Boston Corporation 1999 - 2001
Education
The University of Texas School of Law 2004 — 2007
Juris Doctor (J.D.)
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor’s Degree, Finance and Entrepreneurial Management
Michael Brush's Credit Suisse First Boston Corporation Experience August 1998 - May 2000
Job Financial Controller at EACM Advisors LLC BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
EACM Advisors LLC (A Bank of New York Mellon Corporation) September 2004 - Present
Dreyfus Corporation (A Bank of New York Mellon Corporation) October 2000 - September 2004
Brown Brothers Harriman & Co May 2000 - October 2000
Credit Suisse First Boston Corporation August 1998 - May 2000
Ogilvy & Mather July 1997 - August 1998
Oxford Resources June 1996 - July 1997
Skills
Financial Analysis, Financial Modeling, Accounting, Asset Management, Forecasting, Analysis, Equities, Investments, Variance Analysis, Corporate Finance, Account Reconciliation, Accruals, Business Analysis, Finance, Hedge Funds, Microsoft Excel, Valuation
Education
Hofstra University
Master of Business Administration, Finance
New York Institute of Technology
Bachelor of Science, Business Management
BNY Mellon July 2010 - Present
EACM Advisors LLC (A Bank of New York Mellon Corporation) September 2004 - Present
Dreyfus Corporation (A Bank of New York Mellon Corporation) October 2000 - September 2004
Brown Brothers Harriman & Co May 2000 - October 2000
Credit Suisse First Boston Corporation August 1998 - May 2000
Ogilvy & Mather July 1997 - August 1998
Oxford Resources June 1996 - July 1997
Skills
Financial Analysis, Financial Modeling, Accounting, Asset Management, Forecasting, Analysis, Equities, Investments, Variance Analysis, Corporate Finance, Account Reconciliation, Accruals, Business Analysis, Finance, Hedge Funds, Microsoft Excel, Valuation
Education
Hofstra University
Master of Business Administration, Finance
New York Institute of Technology
Bachelor of Science, Business Management
Caren Howley's Credit Suisse First Boston Corporation Experience August 1996 - March 1999
Job Associate Director Leonard W. Wood Center for Real Estate Studies at UNC KenanFlagler
Industry Nonprofit Organization Management
Experience
UNC Kenan-Flagler July 2015 - Present
UNC Kenan-Flagler October 2013 - July 2015
Parents for Educational Freedom of North Carolina April 2013 - October 2013
None November 2011 - March 2013
The Partnership for Inner-City Education October 2010 - June 2011
The Endowment For Inner-City Education June 2003 - September 2010
DLJ March 1999 - April 2001
Credit Suisse First Boston Corporation August 1996 - March 1999
Credit Suisse First Boston Corporation July 1991 - June 1994
Skills
Fundraising, Nonprofits, Strategy, Strategic Planning, Board Development, Grants, Program Management, Philanthropy, Social Entrepreneurship, Non-profit..., Career Counseling, Employer Engagement, Resume Writing, Career Development, Grant Administration, Talent Management, Program Development, Business Strategy, Non-profits, Community Outreach, Grant Writing, Staff Development, Performance Appraisal, Stewardship, Budgets, Mergers, Finance, Human Resource Planning, Recruiting, Volunteer Management, Cover Letters
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
Stanford University Graduate School of Education 1994 — 1996
MA
Amherst College 1987 — 1991
BA
UNC Kenan-Flagler July 2015 - Present
UNC Kenan-Flagler October 2013 - July 2015
Parents for Educational Freedom of North Carolina April 2013 - October 2013
None November 2011 - March 2013
The Partnership for Inner-City Education October 2010 - June 2011
The Endowment For Inner-City Education June 2003 - September 2010
DLJ March 1999 - April 2001
Credit Suisse First Boston Corporation August 1996 - March 1999
Credit Suisse First Boston Corporation July 1991 - June 1994
Skills
Fundraising, Nonprofits, Strategy, Strategic Planning, Board Development, Grants, Program Management, Philanthropy, Social Entrepreneurship, Non-profit..., Career Counseling, Employer Engagement, Resume Writing, Career Development, Grant Administration, Talent Management, Program Development, Business Strategy, Non-profits, Community Outreach, Grant Writing, Staff Development, Performance Appraisal, Stewardship, Budgets, Mergers, Finance, Human Resource Planning, Recruiting, Volunteer Management, Cover Letters
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
Stanford University Graduate School of Education 1994 — 1996
MA
Amherst College 1987 — 1991
BA
Kenneth Haas's Credit Suisse First Boston Corporation Experience August 1999 - April 2002
Job Senior Financial Analyst ALM / Investments
Industry Banking
Experience
TruWest Credit Union May 2012 - Present
First Corporate Credit Union October 2007 - May 2012
R.W. Pressprich & Co. September 2006 - October 2007
SANDERS MORRIS HARRIS INC January 2006 - July 2006
Advest, Inc. October 2004 - June 2005
Milestone Advisors, LLC March 2004 - September 2004
RW Pressprich September 2002 - March 2004
CREDIT SUISSE FIRST BOSTON CORPORATION August 1999 - April 2002
Skills
Investments, Sales, Fixed Income, Finance, Banking, Capital Markets, Leadership, Management, Structured Finance, Equities, Investment Banking, Loans, Strategy
Education
Leonard N. Stern School of Business
Masters of Business Administration, Finance
Lafayette College
Bachelor of Arts, History
TruWest Credit Union May 2012 - Present
First Corporate Credit Union October 2007 - May 2012
R.W. Pressprich & Co. September 2006 - October 2007
SANDERS MORRIS HARRIS INC January 2006 - July 2006
Advest, Inc. October 2004 - June 2005
Milestone Advisors, LLC March 2004 - September 2004
RW Pressprich September 2002 - March 2004
CREDIT SUISSE FIRST BOSTON CORPORATION August 1999 - April 2002
Skills
Investments, Sales, Fixed Income, Finance, Banking, Capital Markets, Leadership, Management, Structured Finance, Equities, Investment Banking, Loans, Strategy
Education
Leonard N. Stern School of Business
Masters of Business Administration, Finance
Lafayette College
Bachelor of Arts, History
Charles LaRosa, CAIA's Credit Suisse First Boston Corporation Experience October 2000 - May 2002
Job Manager at KPMG LLP
Industry Investment Management
Experience
KPMG LLP January 2012 - Present
U.S. Securities and Exchange Commission April 2004 - January 2012
Independent Economic Research Consultant June 2002 - March 2004
Credit Suisse First Boston Corporation October 2000 - May 2002
Donaldson, Lufkin & Jenrette Securities Corporation July 1998 - October 2000
Brown Brothers Harriman & Co. October 1996 - July 1998
Skills
Portfolio Management, Risk Management
Education
The George Washington University 1993 — 1995
Master of Business Administration (MBA)
The Catholic University of America 1989 — 1993
Bachelor of Arts (B.A.)
KPMG LLP January 2012 - Present
U.S. Securities and Exchange Commission April 2004 - January 2012
Independent Economic Research Consultant June 2002 - March 2004
Credit Suisse First Boston Corporation October 2000 - May 2002
Donaldson, Lufkin & Jenrette Securities Corporation July 1998 - October 2000
Brown Brothers Harriman & Co. October 1996 - July 1998
Skills
Portfolio Management, Risk Management
Education
The George Washington University 1993 — 1995
Master of Business Administration (MBA)
The Catholic University of America 1989 — 1993
Bachelor of Arts (B.A.)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS