Credit Suisse Group
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Capital ratio: 13.5% (2017, CET1) Total assets: 796.3 billion CHF (end 2017)
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Credit Suisse Group Employees
Employee
Years
Job
Industry
Regina J. Regina J.'s Credit Suisse Group Experience January 2001 - September 2006
Job Financial Services Professional with CPA, MBA, Series 7, Series 63
Industry Financial Services
Experience
Vice President at Morgan Stanley Investment Management, Inc. October 2012 - March 2014
Credit Suisse Securities (USA) LLC July 2008 - April 2012
Credit Suisse Securities (USA) LLC September 2006 - January 2008
Credit Suisse Group January 2001 - September 2006
PricewaterhouseCoopers LLC August 1996 - January 2001
PricewaterhouseCoopers LLC May 1994 - August 1996
Fox Lorber Associates, Inc. February 1993 - May 1994
Skills
Internal Controls, Accounting, Financial Accounting, Auditing, Internal Audit, Sarbanes-Oxley Act, Finance, US GAAP, Financial Risk, Operational Risk..., Risk Assessment
Education
New York University, Stern School of Business
MBA, Finance and Accounting
SUNY at Buffalo
BS, Accounting, Finance and Management Information Systems
Vice President at Morgan Stanley Investment Management, Inc. October 2012 - March 2014
Credit Suisse Securities (USA) LLC July 2008 - April 2012
Credit Suisse Securities (USA) LLC September 2006 - January 2008
Credit Suisse Group January 2001 - September 2006
PricewaterhouseCoopers LLC August 1996 - January 2001
PricewaterhouseCoopers LLC May 1994 - August 1996
Fox Lorber Associates, Inc. February 1993 - May 1994
Skills
Internal Controls, Accounting, Financial Accounting, Auditing, Internal Audit, Sarbanes-Oxley Act, Finance, US GAAP, Financial Risk, Operational Risk..., Risk Assessment
Education
New York University, Stern School of Business
MBA, Finance and Accounting
SUNY at Buffalo
BS, Accounting, Finance and Management Information Systems
Ayan Banerjee Ayan Banerjee's Credit Suisse Group Experience June 2007 - August 2007
Job Corporate Finance & Investor Relations | Wharton MBA
Industry Retail
Experience
Rent-A-Center July 2014 - Present
TXU Energy (Energy Future Holdings) May 2010 - July 2014
Credit Suisse Securities (USA) LLC July 2008 - May 2010
Credit Suisse Group June 2007 - August 2007
ES3 LLC March 2003 - July 2006
JDA Software (i2 Technologies) 2000 - 2003
Skills
Financial Modeling, Operations Management, Analytics, Leadership, Strategic Planning, Financial Analysis, Strategic Financial..., Strategic Leadership, Thought Leadership, Business Intelligence, Operational Planning, Performance Dashboards, Corporate Finance, M&A analysis, Leveraged Finance, Preparation of Business..., Reporting & Analysis, Executive Reporting, Team Leadership, Talent Management, M&A Modeling, Debt & Equity Financing, Investment Banking, Mergers & Acquisitions, Project Planning, Business Strategy, Due Diligence, Analysis, Business Analysis, Cross-functional Team..., Finance, Private Equity, Capital Markets, Corporate Development, Investments, Management, P&L Management, Strategy, Valuation, Process Improvement, Business Planning
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Strategy & Accounting, Top 10% of Class
Indian Institute of Technology, Roorkee
BS, Engineering, 4.0/4.0
Rent-A-Center July 2014 - Present
TXU Energy (Energy Future Holdings) May 2010 - July 2014
Credit Suisse Securities (USA) LLC July 2008 - May 2010
Credit Suisse Group June 2007 - August 2007
ES3 LLC March 2003 - July 2006
JDA Software (i2 Technologies) 2000 - 2003
Skills
Financial Modeling, Operations Management, Analytics, Leadership, Strategic Planning, Financial Analysis, Strategic Financial..., Strategic Leadership, Thought Leadership, Business Intelligence, Operational Planning, Performance Dashboards, Corporate Finance, M&A analysis, Leveraged Finance, Preparation of Business..., Reporting & Analysis, Executive Reporting, Team Leadership, Talent Management, M&A Modeling, Debt & Equity Financing, Investment Banking, Mergers & Acquisitions, Project Planning, Business Strategy, Due Diligence, Analysis, Business Analysis, Cross-functional Team..., Finance, Private Equity, Capital Markets, Corporate Development, Investments, Management, P&L Management, Strategy, Valuation, Process Improvement, Business Planning
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Strategy & Accounting, Top 10% of Class
Indian Institute of Technology, Roorkee
BS, Engineering, 4.0/4.0
Rohina Bhandari Rohina Bhandari's Credit Suisse Group Experience November 2001 - March 2003
Job Senior Director
Industry Financial Services
Experience
WL Ross & Co. LLC October 2013 - Present
PineBridge Investments (formerly AIG Investments) November 2004 - May 2012
Credit Suisse Group November 2001 - March 2003
Credit Suisse Group January 1998 - July 2000
Skills
Emerging Markets, Alternative Investments, Fund Of Funds, Hedge Funds, Private Equity, Asset Managment, Investment Strategies, Institutional..., Strategy, Program Management
Education
The George Washington University 2000 — 2001
Master of Science in Finance (MSF)
Asian Institute of Management 1994 — 1996
Masters of Business Management
WL Ross & Co. LLC October 2013 - Present
PineBridge Investments (formerly AIG Investments) November 2004 - May 2012
Credit Suisse Group November 2001 - March 2003
Credit Suisse Group January 1998 - July 2000
Skills
Emerging Markets, Alternative Investments, Fund Of Funds, Hedge Funds, Private Equity, Asset Managment, Investment Strategies, Institutional..., Strategy, Program Management
Education
The George Washington University 2000 — 2001
Master of Science in Finance (MSF)
Asian Institute of Management 1994 — 1996
Masters of Business Management
Sada Krishnamoorthy Sada Krishnamoorthy's Credit Suisse Group Experience September 2007 - September 2012
Job Sr. Platform as a Service and Big Data Architect (Presales) at Pivotal
Industry Information Technology and Services
Experience
Pivotal June 2014 - Present
MetaScale LLC September 2012 - June 2014
Credit Suisse Group September 2007 - September 2012
CNA April 2006 - September 2007
CBOE November 2004 - April 2006
GE Healthcare 2003 - 2004
AT&T 1994 - 2003
Skills
SOA, Java Enterprise Edition, Agile Methodologies, Weblogic, Big Data, Big Data Analytics, Cloudera Hadoop, HDFS, MapReduce, Hive, Pig, HBase, NoSQL, Chukwa, Flume-ng, Datameer, BPM, BPMN, ESB, Messaging, Web Services, WSDL, SOAP, Middleware, J2EE, Java, XML, UML, Linux, Unix, C++, CORBA, Windows, Object Oriented..., Scrum, Websphere, Oracle AS, JBoss, IBM/ILOG JRules, Blaze Advisor, Apache, IBatis, Sybase, Oracle, Informix, Factset, Bloomberg, Capital IQ Xpressfeed..., R (Regression), Perl Script
Education
Cochin University of Science and Technology
Master's in Computer & Information Sciences
University of Delhi
Master's in Mathematics
Pivotal June 2014 - Present
MetaScale LLC September 2012 - June 2014
Credit Suisse Group September 2007 - September 2012
CNA April 2006 - September 2007
CBOE November 2004 - April 2006
GE Healthcare 2003 - 2004
AT&T 1994 - 2003
Skills
SOA, Java Enterprise Edition, Agile Methodologies, Weblogic, Big Data, Big Data Analytics, Cloudera Hadoop, HDFS, MapReduce, Hive, Pig, HBase, NoSQL, Chukwa, Flume-ng, Datameer, BPM, BPMN, ESB, Messaging, Web Services, WSDL, SOAP, Middleware, J2EE, Java, XML, UML, Linux, Unix, C++, CORBA, Windows, Object Oriented..., Scrum, Websphere, Oracle AS, JBoss, IBM/ILOG JRules, Blaze Advisor, Apache, IBatis, Sybase, Oracle, Informix, Factset, Bloomberg, Capital IQ Xpressfeed..., R (Regression), Perl Script
Education
Cochin University of Science and Technology
Master's in Computer & Information Sciences
University of Delhi
Master's in Mathematics
Ed Altman Ed Altman's Credit Suisse Group Experience July 2008 - May 2011
Job Vice President, Sr. Project Mgr., Reference Data Product Change at Credit Suisse
Industry Financial Services
Experience
Credit Suisse December 2013 - Present
Credit Suisse Asset Management April 2011 - Present
Various Entities 1998 - Present
Credit Suisse Group July 2008 - May 2011
Morgan Stanley 1996 - 2008
Morgan Stanley Prime Brokerage 2002 - 2007
Knight-Ridder Financial September 1994 - November 1996
Micro bank 1996 - 1996
Dow Jones Telerate September 1985 - August 1994
Informatics General Corp. 1980 - 1985
Skills
Requirements Analysis, Business Analysis, Vendor Management, Asset Management, Software Project..., Voice Acting, Project Management, Process Improvement, Integration, Asset Managment, Financial Services, Project Delivery, Management, Requirements Gathering
Education
Purchase College, SUNY
BA/LA, Literature, History
Credit Suisse December 2013 - Present
Credit Suisse Asset Management April 2011 - Present
Various Entities 1998 - Present
Credit Suisse Group July 2008 - May 2011
Morgan Stanley 1996 - 2008
Morgan Stanley Prime Brokerage 2002 - 2007
Knight-Ridder Financial September 1994 - November 1996
Micro bank 1996 - 1996
Dow Jones Telerate September 1985 - August 1994
Informatics General Corp. 1980 - 1985
Skills
Requirements Analysis, Business Analysis, Vendor Management, Asset Management, Software Project..., Voice Acting, Project Management, Process Improvement, Integration, Asset Managment, Financial Services, Project Delivery, Management, Requirements Gathering
Education
Purchase College, SUNY
BA/LA, Literature, History
Adam Fahlikman Adam Fahlikman's Credit Suisse Group Experience January 2010 - June 2012
Job Business Analyst/Project Manager at GFT
Industry Banking
Experience
GFT March 2014 - Present
RBC September 2012 - January 2014
Credit Suisse - Investment Banking Division August 2011 - June 2012
Credit Suisse Group January 2010 - June 2012
Credit Suisse - Investment Banking Division June 2007 - July 2011
Credit Suisse Group June 2007 - December 2009
JPMorgan Chase & Co May 2005 - June 2007
Bear, Stearns & Co. Inc May 2003 - May 2005
Skills
Fixed Income, FX Options, Trading Systems, Derivatives, Equities
Education
Saint John's University 2002 — 2004
Degree: Master, Business Administration; Computer Information Systems
Queens College of the City University of New York 1998 — 2002
Degree: Bachelor of Science, Computer Science
Queens College Scholars
Queens College of the City University of New York
Bachelor of Science, Computer Science
Saint John's University
MBA, Computer Information Systems
GFT March 2014 - Present
RBC September 2012 - January 2014
Credit Suisse - Investment Banking Division August 2011 - June 2012
Credit Suisse Group January 2010 - June 2012
Credit Suisse - Investment Banking Division June 2007 - July 2011
Credit Suisse Group June 2007 - December 2009
JPMorgan Chase & Co May 2005 - June 2007
Bear, Stearns & Co. Inc May 2003 - May 2005
Skills
Fixed Income, FX Options, Trading Systems, Derivatives, Equities
Education
Saint John's University 2002 — 2004
Degree: Master, Business Administration; Computer Information Systems
Queens College of the City University of New York 1998 — 2002
Degree: Bachelor of Science, Computer Science
Queens College Scholars
Queens College of the City University of New York
Bachelor of Science, Computer Science
Saint John's University
MBA, Computer Information Systems
Edgar Castro-Perez Edgar Castro-Perez's Credit Suisse Group Experience 1997 - 2006
Job Senior Manager IT at Capital Group Companies
Industry Financial Services
Experience
Capital Group Companies July 2008 - Present
MMC 2006 - 2008
Marsh 2006 - 2008
Mercer 2006 - 2008
Credit Suisse Group 1997 - 2006
Salomon Brothers Inc 1989 - 1998
Garpac 1988 - 1990
PCLC 1984 - 1984
Skills
IT Strategy, Requirements Analysis, IT Management, Application Architecture, Vendor Management, VBScript, Problem Management, Analytics, System Deployment, Application Support, Disaster Recovery, Enterprise Architecture, Solution Architecture, Outsourcing, Infrastructure, ITIL, Business Analysis, Business Continuity, Cloud Computing, Data Center, Business Intelligence, Project Portfolio..., IT Operations, SDLC, IT Service Management, Governance, Incident Management, Management, Integration
Education
Baruch College 1985 — 1989
BBA, Copmuter Systems
University of Puerto Rico 1977 — 1981
Ana Roque High School, Humacao, Puerto Rico
Capital Group Companies July 2008 - Present
MMC 2006 - 2008
Marsh 2006 - 2008
Mercer 2006 - 2008
Credit Suisse Group 1997 - 2006
Salomon Brothers Inc 1989 - 1998
Garpac 1988 - 1990
PCLC 1984 - 1984
Skills
IT Strategy, Requirements Analysis, IT Management, Application Architecture, Vendor Management, VBScript, Problem Management, Analytics, System Deployment, Application Support, Disaster Recovery, Enterprise Architecture, Solution Architecture, Outsourcing, Infrastructure, ITIL, Business Analysis, Business Continuity, Cloud Computing, Data Center, Business Intelligence, Project Portfolio..., IT Operations, SDLC, IT Service Management, Governance, Incident Management, Management, Integration
Education
Baruch College 1985 — 1989
BBA, Copmuter Systems
University of Puerto Rico 1977 — 1981
Ana Roque High School, Humacao, Puerto Rico
Rajeev Narang Rajeev Narang's Credit Suisse Group Experience June 1994 - June 1999
Job Attorney, Trader, Technologist, Consultant
Industry Management Consulting
Experience
Sivalik May 2010 - Present
Get Patent Online May 2010 - Present
Merrill Lynch & Co Inc June 2006 - April 2010
Bloomberg January 2004 - May 2006
Goldman Sachs Group Inc. January 2000 - January 2004
Credit Suisse Group June 1994 - June 1999
Citicorp Overseas Software Ltd June 1988 - June 1994
Skills
Trading, Trading Systems, Market Data, Trading System, FX Options, Quantitative Finance, Hedge Funds, Equity Derivatives, Credit Derivatives, Equity Trading, Valuation, Proprietary Trading, Asset Managment, Bloomberg, Emerging Markets, Middle Office, Portfolio Management, Financial Risk, Investments, Interest Rate..., Low Latency, Asset Management, Structured Products, Financial Markets, Commodity, Market Risk, Finance, Financial Services, Swaps, Private Equity, Prime Brokerage
Education
Concord Law School - Kaplan University 2004 — 2008
JD, Law
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Indian Institute of Technology, Kanpur 1984 — 1988
B.Tech., Mechanical Engineering
Sivalik May 2010 - Present
Get Patent Online May 2010 - Present
Merrill Lynch & Co Inc June 2006 - April 2010
Bloomberg January 2004 - May 2006
Goldman Sachs Group Inc. January 2000 - January 2004
Credit Suisse Group June 1994 - June 1999
Citicorp Overseas Software Ltd June 1988 - June 1994
Skills
Trading, Trading Systems, Market Data, Trading System, FX Options, Quantitative Finance, Hedge Funds, Equity Derivatives, Credit Derivatives, Equity Trading, Valuation, Proprietary Trading, Asset Managment, Bloomberg, Emerging Markets, Middle Office, Portfolio Management, Financial Risk, Investments, Interest Rate..., Low Latency, Asset Management, Structured Products, Financial Markets, Commodity, Market Risk, Finance, Financial Services, Swaps, Private Equity, Prime Brokerage
Education
Concord Law School - Kaplan University 2004 — 2008
JD, Law
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Indian Institute of Technology, Kanpur 1984 — 1988
B.Tech., Mechanical Engineering
Anna Valdberg's Credit Suisse Group Experience 2004 - 2007
Job Regulatory Reporting Manager
Industry Financial Services
Experience
AIG January 2013 - Present
Federal Reserve Bank of New York March 2009 - January 2013
Bank of America Merrill Lynch April 2007 - March 2009
Credit Suisse Group 2004 - 2007
Citigroup 2002 - 2004
Arthur Andersen 2001 - 2002
Skills
Accounting, Loans, Bloomberg, Bonds, Capital Markets, Corporate Finance, Derivatives, Finance, Equities, Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Fixed Income, Investments, Risk Management, Banking
Education
Pace University - Lubin School of Business
BBA - Accounting, Masters in Finance
AIG January 2013 - Present
Federal Reserve Bank of New York March 2009 - January 2013
Bank of America Merrill Lynch April 2007 - March 2009
Credit Suisse Group 2004 - 2007
Citigroup 2002 - 2004
Arthur Andersen 2001 - 2002
Skills
Accounting, Loans, Bloomberg, Bonds, Capital Markets, Corporate Finance, Derivatives, Finance, Equities, Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Fixed Income, Investments, Risk Management, Banking
Education
Pace University - Lubin School of Business
BBA - Accounting, Masters in Finance
Neil Berkowitz Neil Berkowitz's Credit Suisse Group Experience 1999 - November 2013
Job Senior Technical Architect at U.S. Bank
Industry Investment Banking
Experience
U.S. Bank November 2013 - Present
Credit Suisse First Boston 1999 - November 2013
CSFB 1999 - November 2013
Credit Suisse, New York 1999 - November 2013
Credit Suisse Group 1999 - November 2013
Credit Suisse 1999 - November 2013
Bankers Trust 1986 - 1999
Bankers Trust (now Deutschebank) 1986 - 1999
Deutsche Bank / Bankers Trust (New York) 1986 - 1999
Lehman Brothers 1981 - 1984
Skills
Investment Banking, Prime Brokerage, Middle Office, Trading Systems, Fixed Income, Equities, Derivatives, Investment Management, Credit Derivatives, Project Portfolio..., Capital Markets
Education
Queens College 1974 — 1978
U.S. Bank November 2013 - Present
Credit Suisse First Boston 1999 - November 2013
CSFB 1999 - November 2013
Credit Suisse, New York 1999 - November 2013
Credit Suisse Group 1999 - November 2013
Credit Suisse 1999 - November 2013
Bankers Trust 1986 - 1999
Bankers Trust (now Deutschebank) 1986 - 1999
Deutsche Bank / Bankers Trust (New York) 1986 - 1999
Lehman Brothers 1981 - 1984
Skills
Investment Banking, Prime Brokerage, Middle Office, Trading Systems, Fixed Income, Equities, Derivatives, Investment Management, Credit Derivatives, Project Portfolio..., Capital Markets
Education
Queens College 1974 — 1978
Brent Chisholm Brent Chisholm's Credit Suisse Group Experience December 2000 - August 2003
Job IT Audit Manager at Lennox International
Industry Consumer Goods
Experience
Lennox International March 2008 - Present
Lennox International March 2007 - March 2008
Harley Davidson Financial Services August 2003 - March 2007
Credit Suisse Group December 2000 - August 2003
Skills
IT Audit, Data Analytics, Sarbanes-Oxley Act, CISA, Internal Audit, Auditing, Information Technology, Internal Controls, Business Process..., Business Process, Certified Fraud Examiner, SAS70, Risk Management, ERP, SAP, Financial Risk, Access Lists, Sarbanes-Oxley, Enterprise Risk..., Risk Assessment, Information Security, Project Planning, COSO, PCI DSS, Disaster Recovery
Education
Texas A&M University
BBA, MIS
Lennox International March 2008 - Present
Lennox International March 2007 - March 2008
Harley Davidson Financial Services August 2003 - March 2007
Credit Suisse Group December 2000 - August 2003
Skills
IT Audit, Data Analytics, Sarbanes-Oxley Act, CISA, Internal Audit, Auditing, Information Technology, Internal Controls, Business Process..., Business Process, Certified Fraud Examiner, SAS70, Risk Management, ERP, SAP, Financial Risk, Access Lists, Sarbanes-Oxley, Enterprise Risk..., Risk Assessment, Information Security, Project Planning, COSO, PCI DSS, Disaster Recovery
Education
Texas A&M University
BBA, MIS
Habib Faris Habib Faris's Credit Suisse Group Experience February 2002 - July 2006
Job Founder of FinaVestment Holdings SA
Industry Investment Management
Experience
FinaVestment Ltd September 2006 - December 2014
FinaVestment Holdings SA September 2006 - April 2014
Credit Suisse Group February 2002 - July 2006
United Saudi Bank September 1997 - June 2001
Saudi Research and Marketing Group September 1992 - September 1997
Bankers Trust July 1989 - April 1991
JPMorgan Chase March 1983 - October 1989
Skills
Investment Banking, Start-ups, Marketing, Investments, Capital Markets, New Business Development, Asset Management, Corporate Development, Financial Markets, Management Consulting, Management, Emerging Markets, Entrepreneurship, Marketing Strategy, Portfolio Management, Strategic Planning, Investor Relations, Business Development, Equities, Venture Capital, Business Strategy, Mergers & Acquisitions, Corporate Finance, Private Equity, Alternative Investments, Asset Managment, Business Planning, International Business, Strategy, Trading, Valuation, Hedge Funds, Due Diligence, Finance, IPO, Private Banking, Commodity, Financial Structuring, FX Options, Joint Ventures, Strategic Financial..., Restructuring, Investment Strategies, Capital, Private Placements, Project Finance, Fixed Income, Capital Raising, Financial Modeling, Funding
Education
Fairleigh Dickinson University 1975 — 1977
MBA, International Finance
Saint Peter's University 1969 — 1974
BS, Economics
College de la Salle 1952 — 1964
High School, Arabic, English and French Language and Literature and GCE Certificate under British system.
FinaVestment Ltd September 2006 - December 2014
FinaVestment Holdings SA September 2006 - April 2014
Credit Suisse Group February 2002 - July 2006
United Saudi Bank September 1997 - June 2001
Saudi Research and Marketing Group September 1992 - September 1997
Bankers Trust July 1989 - April 1991
JPMorgan Chase March 1983 - October 1989
Skills
Investment Banking, Start-ups, Marketing, Investments, Capital Markets, New Business Development, Asset Management, Corporate Development, Financial Markets, Management Consulting, Management, Emerging Markets, Entrepreneurship, Marketing Strategy, Portfolio Management, Strategic Planning, Investor Relations, Business Development, Equities, Venture Capital, Business Strategy, Mergers & Acquisitions, Corporate Finance, Private Equity, Alternative Investments, Asset Managment, Business Planning, International Business, Strategy, Trading, Valuation, Hedge Funds, Due Diligence, Finance, IPO, Private Banking, Commodity, Financial Structuring, FX Options, Joint Ventures, Strategic Financial..., Restructuring, Investment Strategies, Capital, Private Placements, Project Finance, Fixed Income, Capital Raising, Financial Modeling, Funding
Education
Fairleigh Dickinson University 1975 — 1977
MBA, International Finance
Saint Peter's University 1969 — 1974
BS, Economics
College de la Salle 1952 — 1964
High School, Arabic, English and French Language and Literature and GCE Certificate under British system.
Ariadna Rodenstein Ariadna Rodenstein's Credit Suisse Group Experience August 2012 - December 2013
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
Shane Wolf Shane Wolf's Credit Suisse Group Experience June 2007 - August 2007
Job Bond Manager at Rohm Insurance Agency
Industry Financial Services
Experience
Rohm Insurance Agency October 2014 - Present
International Fidelity Insurance Company June 2009 - October 2014
J.P.Morgan October 2008 - May 2009
Credit Suisse Group June 2007 - August 2007
Creative Artists Agency June 2006 - August 2006
CAA Sports (Creative Artist Agency) June 2006 - August 2006
Skills
Entrepreneur, Social Media, Underwriting, Valuation, Cash Flow, Financial Analysis, Customer Relations, Microsoft Office, Management, Marketing, Real Estate, Portfolio Management, Analysis, Insurance, Finance, Leadership, Sales, Financial Risk, Due Diligence, Risk Management, Credit, Corporate Finance, Bonds, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science; of, Business Administration; Finance; 2008
Rohm Insurance Agency October 2014 - Present
International Fidelity Insurance Company June 2009 - October 2014
J.P.Morgan October 2008 - May 2009
Credit Suisse Group June 2007 - August 2007
Creative Artists Agency June 2006 - August 2006
CAA Sports (Creative Artist Agency) June 2006 - August 2006
Skills
Entrepreneur, Social Media, Underwriting, Valuation, Cash Flow, Financial Analysis, Customer Relations, Microsoft Office, Management, Marketing, Real Estate, Portfolio Management, Analysis, Insurance, Finance, Leadership, Sales, Financial Risk, Due Diligence, Risk Management, Credit, Corporate Finance, Bonds, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science; of, Business Administration; Finance; 2008
Rodney van Vlerken, CFA's Credit Suisse Group Experience July 2006 - December 2006
Job
Industry Investment Management
Experience
Waypoint Investments LLC May 2009 - Present
Putnam Investments July 2007 - May 2009
Credit Suisse Group July 2006 - December 2006
Skills
Equities, Investments
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Northeastern University 2003 — 2007
BS, Mathematics
Waypoint Investments LLC May 2009 - Present
Putnam Investments July 2007 - May 2009
Credit Suisse Group July 2006 - December 2006
Skills
Equities, Investments
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Northeastern University 2003 — 2007
BS, Mathematics
Jonathan D. Nguyen's Credit Suisse Group Experience January 2001 - December 2001
Job PNC Bank: Private Client Group
Industry Financial Services
Experience
PNC Bank February 2015 - Present
Wells Fargo April 2014 - December 2014
Banco Santander April 2013 - April 2014
Cabot Lodge Securities January 2012 - December 2012
MassMutual Financial Group January 2010 - January 2012
Sotheby's International Realty October 2006 - December 2009
Metropolis Management, LLC October 2004 - September 2006
Arbor Commercial Mortgage February 2003 - September 2004
Sheldrake Organization January 2002 - January 2003
Credit Suisse Group January 2001 - December 2001
Education
State University of New York at Binghamton 1996 — 2000
B.A., History (East Asia Concentration)
Chaminade High School 1992 — 1996
Diploma, (Liberal Arts)
PNC Bank February 2015 - Present
Wells Fargo April 2014 - December 2014
Banco Santander April 2013 - April 2014
Cabot Lodge Securities January 2012 - December 2012
MassMutual Financial Group January 2010 - January 2012
Sotheby's International Realty October 2006 - December 2009
Metropolis Management, LLC October 2004 - September 2006
Arbor Commercial Mortgage February 2003 - September 2004
Sheldrake Organization January 2002 - January 2003
Credit Suisse Group January 2001 - December 2001
Education
State University of New York at Binghamton 1996 — 2000
B.A., History (East Asia Concentration)
Chaminade High School 1992 — 1996
Diploma, (Liberal Arts)
Gerald Caffrey Gerald Caffrey's Credit Suisse Group Experience August 2008 - June 2009
Job Independent Market Consultant
Industry Market Research
Experience
Independent Market Consultant June 2009 - Present
Credit Suisse Group August 2008 - June 2009
Self employed June 2007 - August 2008
Thinkfire Services USA, Ltd August 2005 - December 2006
IBM October 2002 - August 2005
PricewaterhouseCoopers LLC (PwC Consulting) November 1995 - October 2002
Coopers & Lybrand November 1995 - August 1999
FindSVP 1994 - 1995
Skills
Market Research, Competitive Intelligence, Competitive Analysis, Segmentation, Market Assessment /..., Market Segmentation /..., M&A/Acquisition..., Competitive..., In-depth Executive &..., International Market...
Education
Rutgers, The State University of New Jersey-New Brunswick
M.S., Information Science
Upsala College
B.A., Psychology
Independent Market Consultant June 2009 - Present
Credit Suisse Group August 2008 - June 2009
Self employed June 2007 - August 2008
Thinkfire Services USA, Ltd August 2005 - December 2006
IBM October 2002 - August 2005
PricewaterhouseCoopers LLC (PwC Consulting) November 1995 - October 2002
Coopers & Lybrand November 1995 - August 1999
FindSVP 1994 - 1995
Skills
Market Research, Competitive Intelligence, Competitive Analysis, Segmentation, Market Assessment /..., Market Segmentation /..., M&A/Acquisition..., Competitive..., In-depth Executive &..., International Market...
Education
Rutgers, The State University of New Jersey-New Brunswick
M.S., Information Science
Upsala College
B.A., Psychology
Martyn Scrivens Martyn Scrivens's Credit Suisse Group Experience Group Audit DirectorLloyds Banking Group,March 2003 - September 2009
Job Global Audit Director at Credit Suisse Group
Industry Financial Services
Experience
Credit Suisse Group Group Audit DirectorLloyds Banking Group,March 2003 - September 2009
Education
University of Oxford
Credit Suisse Group Group Audit DirectorLloyds Banking Group,March 2003 - September 2009
Education
University of Oxford
Steven Soranno, CFA, CAIA Steven Soranno, CFA, CAIA's Credit Suisse Group Experience 2005 - 2009
Job Vice President, Director of Equity Research at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
Calvert Investment Management March 2011 - June 2014
The Kogod School of Business at American University 2013 - 2014
Westrock Investment Advisors 2010 - 2011
Credit Suisse Group 2005 - 2009
Credit Suisse Group - Swiss American Securities 1998 - 2005
CIBC Oppenheimer 1996 - 1998
Lehman Brothers, International 1995 - 1996
Cowen & Company January 1991 - September 1993
Skills
Mentoring, Portfolio Optimization, Equities, Asset Management, Valuation, Portfolio Management, Investments, Financial Modeling, Equity Research, Financial Analysis, Financial Markets, Economics, ESG Integration, Supervisory Skills, Writing, Investment Valuation, Trading, Emerging Markets, Sustainability, FX Options, Finance, Corporate Finance, Series 7, Financial Services, Fixed Income, Analysis, Strategic Financial..., Supervising, Non-profit Volunteer, Financial Planning, Strategy
Education
University of Virginia Darden School of Business 1993 — 1995
MBA, Finance, Business
Budapest University of Economic Sciences 1994 — 1994
Certificate, Economics
Colgate University 1985 — 1989
BA, Economics & Political Science, double major
Ameriprise Financial Services, Inc. July 2014 - Present
Calvert Investment Management March 2011 - June 2014
The Kogod School of Business at American University 2013 - 2014
Westrock Investment Advisors 2010 - 2011
Credit Suisse Group 2005 - 2009
Credit Suisse Group - Swiss American Securities 1998 - 2005
CIBC Oppenheimer 1996 - 1998
Lehman Brothers, International 1995 - 1996
Cowen & Company January 1991 - September 1993
Skills
Mentoring, Portfolio Optimization, Equities, Asset Management, Valuation, Portfolio Management, Investments, Financial Modeling, Equity Research, Financial Analysis, Financial Markets, Economics, ESG Integration, Supervisory Skills, Writing, Investment Valuation, Trading, Emerging Markets, Sustainability, FX Options, Finance, Corporate Finance, Series 7, Financial Services, Fixed Income, Analysis, Strategic Financial..., Supervising, Non-profit Volunteer, Financial Planning, Strategy
Education
University of Virginia Darden School of Business 1993 — 1995
MBA, Finance, Business
Budapest University of Economic Sciences 1994 — 1994
Certificate, Economics
Colgate University 1985 — 1989
BA, Economics & Political Science, double major
Irving Goldfinger Irving Goldfinger's Credit Suisse Group Experience 1987 - 2004
Job Managing Director IT
Industry Information Technology and Services
Experience
Misys November 2008 - Present
Actualize Consulting October 2006 - Present
Fannie Mae 2006 - 2007
DGINC 2005 - 2005
Credit Suisse Group 1987 - 2004
Morgan Stanley 1984 - 1987
Skills
Data Warehousing, IT Strategy, Business Intelligence, IT Governance, IT Management, PMO, Web Development, Agile Project Management, Database Design, Data Mining
Education
City University of New York-Brooklyn College 1972 — 1976
BS, Computer Science & mathematics major
Misys November 2008 - Present
Actualize Consulting October 2006 - Present
Fannie Mae 2006 - 2007
DGINC 2005 - 2005
Credit Suisse Group 1987 - 2004
Morgan Stanley 1984 - 1987
Skills
Data Warehousing, IT Strategy, Business Intelligence, IT Governance, IT Management, PMO, Web Development, Agile Project Management, Database Design, Data Mining
Education
City University of New York-Brooklyn College 1972 — 1976
BS, Computer Science & mathematics major
Ronny Inniger Ronny Inniger's Credit Suisse Group Experience January 2001 - January 2005
Job Vice President, Market Leader at Bank of the West Wealth Management
Industry Investment Management
Experience
Bank of the West Wealth Management July 2014 - Present
TIAA-CREF June 2012 - June 2014
Osborne Partners Capital Management September 2011 - June 2012
RF Advisors September 2010 - July 2011
UBS Wealth Management February 2005 - September 2010
UBS Financial Services February 2006 - April 2009
Credit Suisse Group January 2001 - January 2005
Credit Suisse 1999 - 2004
Financial Planner January 1999 - January 2001
Cantonal Bank of Bern January 1996 - January 2001
Skills
Asset Management, Wealth Management
Education
Swiss Financial Planning School 2003 — 2005
Master's Degree, equivalency
2001 — 2004
Masters, Business/Finance
Business School of Bern 1996 — 1999
Cantonal Bank of Bern 1996 — 1999
Swiss Business School 1996 — 1999
Bachelor's Degree, equivalency; Finance concentration
Bank of the West Wealth Management July 2014 - Present
TIAA-CREF June 2012 - June 2014
Osborne Partners Capital Management September 2011 - June 2012
RF Advisors September 2010 - July 2011
UBS Wealth Management February 2005 - September 2010
UBS Financial Services February 2006 - April 2009
Credit Suisse Group January 2001 - January 2005
Credit Suisse 1999 - 2004
Financial Planner January 1999 - January 2001
Cantonal Bank of Bern January 1996 - January 2001
Skills
Asset Management, Wealth Management
Education
Swiss Financial Planning School 2003 — 2005
Master's Degree, equivalency
2001 — 2004
Masters, Business/Finance
Business School of Bern 1996 — 1999
Cantonal Bank of Bern 1996 — 1999
Swiss Business School 1996 — 1999
Bachelor's Degree, equivalency; Finance concentration
Dorothy Rosener Dorothy Rosener's Credit Suisse Group Experience January 2000 - January 2005
Job Information Reporting and Withholding Tax Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2006 - Present
Credit Suisse January 2005 - November 2006
Credit Suisse Group January 2000 - January 2005
Donaldson Lufkin & Jenrette September 1997 - January 2000
Curtiss-Wright Flight Systems February 1990 - September 1997
Curtiss Wright 1990 - 1997
Skills
Investment Banking, Team Leadership, Process Improvement, Business Analysis, Auditing, Project Management, Fixed Income, Management Consulting, Data Analysis, Commodity, Restructuring, Disaster Recovery
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance and Information Technology
Penn State University 1985 — 1989
BS, Industrial Engineering
JPMorgan Chase November 2006 - Present
Credit Suisse January 2005 - November 2006
Credit Suisse Group January 2000 - January 2005
Donaldson Lufkin & Jenrette September 1997 - January 2000
Curtiss-Wright Flight Systems February 1990 - September 1997
Curtiss Wright 1990 - 1997
Skills
Investment Banking, Team Leadership, Process Improvement, Business Analysis, Auditing, Project Management, Fixed Income, Management Consulting, Data Analysis, Commodity, Restructuring, Disaster Recovery
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance and Information Technology
Penn State University 1985 — 1989
BS, Industrial Engineering
Habib Shaikh's Credit Suisse Group Experience 1998 - Present
Job
Industry Investment Banking
Experience
Credit Suisse May 1998 - Present
Credit Suisse Group 1998 - Present
Skills
Investment Banking, Electronic Trading, Fixed Income, Middle Office, Equities, Prime Brokerage, Hedge Funds, Market Data, Enterprise Architecture, IT Strategy, Business Continuity, Disaster Recovery, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2002
BS, Computer Science, Economics
Credit Suisse May 1998 - Present
Credit Suisse Group 1998 - Present
Skills
Investment Banking, Electronic Trading, Fixed Income, Middle Office, Equities, Prime Brokerage, Hedge Funds, Market Data, Enterprise Architecture, IT Strategy, Business Continuity, Disaster Recovery, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2002
BS, Computer Science, Economics
Mark Seaborne's Credit Suisse Group Experience 2003 - Present
Job Director at CS
Industry Banking
Experience
CS DirectorCredit Suisse2003 - Present
Credit Suisse Group 2003 - Present
Education
University of Oxford 1996 — 1999
CS DirectorCredit Suisse2003 - Present
Credit Suisse Group 2003 - Present
Education
University of Oxford 1996 — 1999
Ashok Seethalla's Credit Suisse Group Experience 2002 - 2007
Job Vice President in Technology division of Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs & Co. July 2007 - Present
TiE Newyork 2006 - 2009
Credit Suisse Group 2002 - 2007
Goldman Sachs 1996 - 2002
IBM 1995 - 1996
Suzuki 1993 - 1995
Skills
Vendor Management, Web Applications, Trading Systems, Sybase, SDLC, Requirements Analysis, Prime Brokerage, Management, Java Enterprise Edition, Integration, Equities, Business Development, Fixed Income
Education
Anna University
MS, Computer Science
Sri Krishnadevaraya University
Bachelor of Science (BS), Computer Science
Goldman Sachs & Co. July 2007 - Present
TiE Newyork 2006 - 2009
Credit Suisse Group 2002 - 2007
Goldman Sachs 1996 - 2002
IBM 1995 - 1996
Suzuki 1993 - 1995
Skills
Vendor Management, Web Applications, Trading Systems, Sybase, SDLC, Requirements Analysis, Prime Brokerage, Management, Java Enterprise Edition, Integration, Equities, Business Development, Fixed Income
Education
Anna University
MS, Computer Science
Sri Krishnadevaraya University
Bachelor of Science (BS), Computer Science
Fan Ye's Credit Suisse Group Experience June 2005 - Present
Job Risk Manager, Director at Credit Suisse Group
Industry Financial Services
Experience
Credit Suisse Group June 2005 - Present
Reuters 2001 - 2005
Skills
Alternative Investments, Private Equity, Quantitative Finance, Emerging Markets, Hedge Funds, Market Risk, Derivatives, Quantitative Analytics, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Corporate Finance
Stony Brook University 2000 — 2001
University of Science and Technology of China 1994 — 1999
BE, Polymer Science and Engineering
Hefei No1 High School 1991 — 1994
High School
Credit Suisse Group June 2005 - Present
Reuters 2001 - 2005
Skills
Alternative Investments, Private Equity, Quantitative Finance, Emerging Markets, Hedge Funds, Market Risk, Derivatives, Quantitative Analytics, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Corporate Finance
Stony Brook University 2000 — 2001
University of Science and Technology of China 1994 — 1999
BE, Polymer Science and Engineering
Hefei No1 High School 1991 — 1994
High School
James Vinograd's Credit Suisse Group Experience September 2005 - October 2006
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2012 - Present
J.P. Morgan 2010 - Present
JPMorgan Chase October 2006 - June 2010
Credit Suisse Group September 2005 - October 2006
Education
New York Law School
JD, Law
J.P. Morgan January 2012 - Present
J.P. Morgan 2010 - Present
JPMorgan Chase October 2006 - June 2010
Credit Suisse Group September 2005 - October 2006
Education
New York Law School
JD, Law
Glenn Thomas's Credit Suisse Group Experience April 2007 - October 2007
Job Senior Project Manager at GE
Industry Financial Services
Experience
General Electric Capital November 2013 - Present
Ernst & Young September 2012 - October 2013
SunGard Consulting Services October 2007 - September 2012
Credit Suisse Group April 2007 - October 2007
Bank of America March 2006 - April 2007
JPMorganChase January 2001 - March 2006
Pricewaterhouse Coopers LLP January 2000 - January 2001
Sapient Corporation January 1999 - January 2000
Furman Selz LLC January 1995 - January 1997
Investment Management Services Inc January 1993 - January 1995
Skills
Business Analysis, Risk Management, Fixed Income, Agile Methodologies, Financial Risk, Equities, Market Risk, Bloomberg, Credit Risk, Financial Services, Analysis, Project Management, Trading, Data Analysis
Education
University of Rochester 1997 — 1999
M.B.A, Finance
Statue University of New York at Plattsburgh 1983 — 1987
B.S, Accounting
General Electric Capital November 2013 - Present
Ernst & Young September 2012 - October 2013
SunGard Consulting Services October 2007 - September 2012
Credit Suisse Group April 2007 - October 2007
Bank of America March 2006 - April 2007
JPMorganChase January 2001 - March 2006
Pricewaterhouse Coopers LLP January 2000 - January 2001
Sapient Corporation January 1999 - January 2000
Furman Selz LLC January 1995 - January 1997
Investment Management Services Inc January 1993 - January 1995
Skills
Business Analysis, Risk Management, Fixed Income, Agile Methodologies, Financial Risk, Equities, Market Risk, Bloomberg, Credit Risk, Financial Services, Analysis, Project Management, Trading, Data Analysis
Education
University of Rochester 1997 — 1999
M.B.A, Finance
Statue University of New York at Plattsburgh 1983 — 1987
B.S, Accounting
Gary Gunn's Credit Suisse Group Experience 2003 - 2006
Job Director, Global Program Trading at Credit Suisse Group
Industry Financial Services
Experience
Credit Suisse 2000 - Present
Credit Suisse Group 2003 - 2006
Donaldson Lufkin & Jenrette 1997 - 2000
JLG Industries, Inc. 1994 - 1995
Skills
Equities, Trading Systems, Electronic Trading, Derivatives, Capital Markets, Bloomberg, Financial Markets, Equity Derivatives, Trading, Portfolio Management, Hedge Funds, Credit Derivatives, Fixed Income, Swaps, Market Data, Bonds, Proprietary Trading, Equity Trading, Structured Products, Options, Prime Brokerage
Education
Rensselaer Polytechnic Institute 1990 — 1994
BS, Applied Mathematics
Credit Suisse 2000 - Present
Credit Suisse Group 2003 - 2006
Donaldson Lufkin & Jenrette 1997 - 2000
JLG Industries, Inc. 1994 - 1995
Skills
Equities, Trading Systems, Electronic Trading, Derivatives, Capital Markets, Bloomberg, Financial Markets, Equity Derivatives, Trading, Portfolio Management, Hedge Funds, Credit Derivatives, Fixed Income, Swaps, Market Data, Bonds, Proprietary Trading, Equity Trading, Structured Products, Options, Prime Brokerage
Education
Rensselaer Polytechnic Institute 1990 — 1994
BS, Applied Mathematics
Ranjana Ram's Credit Suisse Group Experience 2004 - 2006
Job Financial Analyst at Priority Payment Systems
Industry Financial Services
Experience
Priority Payment Systems November 2011 - Present
Institutional Credit Partners November 2005 - Present
Credit Suisse Group 2004 - 2006
Skills
Fixed Income, Leadership, Marketing, Investment Banking, Analytics, Hedge Funds, Asset Management, Bloomberg
Education
University of Michigan 2000 — 2004
Priority Payment Systems November 2011 - Present
Institutional Credit Partners November 2005 - Present
Credit Suisse Group 2004 - 2006
Skills
Fixed Income, Leadership, Marketing, Investment Banking, Analytics, Hedge Funds, Asset Management, Bloomberg
Education
University of Michigan 2000 — 2004
Steven Plump's Credit Suisse Group Experience 1999 - 2006
Job Executive Vice President at PIMCO
Industry Financial Services
Experience
PIMCO January 2011 - Present
Allianz Global Investors January 2007 - December 2010
Credit Suisse Asset Management 1999 - 2006
Credit Suisse Asset Management (formerly BEA Associates) 1999 - 2006
Credit Suisse 1999 - 2006
Credit Suisse Group 1999 - 2006
Warburg Pincus 1995 - 1999
Warburg Pincus Asset Management 1995 - 1999
GNA 1990 - 1993
Skills
Alternative Investments, Fixed Income, Series 7, Mutual Funds, Asset Management, Equities, Investment Management, Wealth Management, Investments, Securities, Management, Strategy, Financial Services, Emerging Markets, Hedge Funds, Financial Markets, Asset Managment, 401k, Asset Allocation, Risk Management, Finance, Retirement Planning, Investment Strategies, Series 24, Due Diligence, Investment Advisory, Wealth Management..., FINRA, Series 63, Investment Banking, Fund Of Funds, Financial Advisory, Competitive Analysis, Separately Managed..., Relationship Management, Series 65, Executive Management, Financial Analysis, Financial Modeling, Hedging, Capital Markets, Series 6, Institutional..., Mergers & Acquisitions, Equity Research, Trading, Strategic Financial..., Bloomberg, Private Equity, Retirement
Education
Cornell University 1977 — 1981
PIMCO January 2011 - Present
Allianz Global Investors January 2007 - December 2010
Credit Suisse Asset Management 1999 - 2006
Credit Suisse Asset Management (formerly BEA Associates) 1999 - 2006
Credit Suisse 1999 - 2006
Credit Suisse Group 1999 - 2006
Warburg Pincus 1995 - 1999
Warburg Pincus Asset Management 1995 - 1999
GNA 1990 - 1993
Skills
Alternative Investments, Fixed Income, Series 7, Mutual Funds, Asset Management, Equities, Investment Management, Wealth Management, Investments, Securities, Management, Strategy, Financial Services, Emerging Markets, Hedge Funds, Financial Markets, Asset Managment, 401k, Asset Allocation, Risk Management, Finance, Retirement Planning, Investment Strategies, Series 24, Due Diligence, Investment Advisory, Wealth Management..., FINRA, Series 63, Investment Banking, Fund Of Funds, Financial Advisory, Competitive Analysis, Separately Managed..., Relationship Management, Series 65, Executive Management, Financial Analysis, Financial Modeling, Hedging, Capital Markets, Series 6, Institutional..., Mergers & Acquisitions, Equity Research, Trading, Strategic Financial..., Bloomberg, Private Equity, Retirement
Education
Cornell University 1977 — 1981
Mahendra Nandkishore's Credit Suisse Group Experience 1994 - 2003
Job Engineer at Con Edison
Industry Utilities
Experience
Con Edison ConsultantCredit Suisse First Boston1994 - 2003
Credit Suisse Group 1994 - 2003
Skills
Enterprise Architecture, Energy, Business Analysis, Project Management, Vendor Management, IT Strategy, Program Management
Education
The Cooper Union for the Advancement of Science and Art 1989 — 1993
BE, Mechanical Engineering
Con Edison ConsultantCredit Suisse First Boston1994 - 2003
Credit Suisse Group 1994 - 2003
Skills
Enterprise Architecture, Energy, Business Analysis, Project Management, Vendor Management, IT Strategy, Program Management
Education
The Cooper Union for the Advancement of Science and Art 1989 — 1993
BE, Mechanical Engineering
Veera Marni's Credit Suisse Group Experience March 2006 - March 2009
Job Database Architect at Mythics Inc.
Industry Information Technology and Services
Experience
Mythics Inc. November 2014 - Present
Oracle May 2014 - November 2014
BIAS Corporation September 2009 - May 2014
M3 (building maintenance, development and consultancy) March 2009 - September 2009
Credit Suisse Group March 2006 - March 2009
Skills
Oracle RAC, Oracle E-Business Suite, Microsoft SQL Server, MySQL, JavaScript, Oracle Enterprise..., Shell Scripting, Oracle Applications, Oracle Discoverer, Oracle Application..., GoldenGate, Oracle SQL, JSF, Primefaces, IceFaces, JBoss Application Server, Tomcat, Java, jQuery, jQuery UI, Red Hat Linux, JPA, Perl, Sybase Adaptive Server, Oracle Exadata, Oracle Exalogic, Exadata, PL/SQL, Oracle, Databases, SQL, High Availability, Database Administration
Education
Pondicherry University 2001 — 2005
Bachelor's degree, Electronics and Computer Engineering, A
St ann's India
University of Alaska Fairbanks
Mythics Inc. November 2014 - Present
Oracle May 2014 - November 2014
BIAS Corporation September 2009 - May 2014
M3 (building maintenance, development and consultancy) March 2009 - September 2009
Credit Suisse Group March 2006 - March 2009
Skills
Oracle RAC, Oracle E-Business Suite, Microsoft SQL Server, MySQL, JavaScript, Oracle Enterprise..., Shell Scripting, Oracle Applications, Oracle Discoverer, Oracle Application..., GoldenGate, Oracle SQL, JSF, Primefaces, IceFaces, JBoss Application Server, Tomcat, Java, jQuery, jQuery UI, Red Hat Linux, JPA, Perl, Sybase Adaptive Server, Oracle Exadata, Oracle Exalogic, Exadata, PL/SQL, Oracle, Databases, SQL, High Availability, Database Administration
Education
Pondicherry University 2001 — 2005
Bachelor's degree, Electronics and Computer Engineering, A
St ann's India
University of Alaska Fairbanks
Ritt Keerati's Credit Suisse Group Experience July 2002 - July 2004
Job Master of Public Policy Candidate at UC Berkeley Goldman School of Public Policy
Industry Public Policy
Experience
UC Berkeley Goldman School of Public Policy August 2015 - Present
Riverloft Capital Management June 2011 - July 2015
JANA Partners July 2008 - January 2010
GSC Group January 2006 - July 2008
W Capital Partners August 2004 - January 2006
Credit Suisse Group July 2002 - July 2004
Skills
Financial Modeling, Hedge Funds, Private Equity, Valuation, Investment Banking, Capital Markets, Equities, Financial Analysis, Fixed Income, Due Diligence, Corporate Finance, Value Investing, Equity Trading, Alternative Investments, Venture Capital, Special Situations..., Distressed Debt, Bloomberg, LBO, High Yield, Trading, Securities, Mergers & Acquisitions, Leveraged Finance
Education
University of California, Berkeley 2015 — 2017
Master of Public Policy
Beijing Normal University 2010 — 2011
Chinese Language
Stanford University 1998 — 2002
Bachelor of Science & Bachelor of Art, Computer Science & Economics
UC Berkeley Goldman School of Public Policy August 2015 - Present
Riverloft Capital Management June 2011 - July 2015
JANA Partners July 2008 - January 2010
GSC Group January 2006 - July 2008
W Capital Partners August 2004 - January 2006
Credit Suisse Group July 2002 - July 2004
Skills
Financial Modeling, Hedge Funds, Private Equity, Valuation, Investment Banking, Capital Markets, Equities, Financial Analysis, Fixed Income, Due Diligence, Corporate Finance, Value Investing, Equity Trading, Alternative Investments, Venture Capital, Special Situations..., Distressed Debt, Bloomberg, LBO, High Yield, Trading, Securities, Mergers & Acquisitions, Leveraged Finance
Education
University of California, Berkeley 2015 — 2017
Master of Public Policy
Beijing Normal University 2010 — 2011
Chinese Language
Stanford University 1998 — 2002
Bachelor of Science & Bachelor of Art, Computer Science & Economics
Anna Valdberg's Credit Suisse Group Experience 2004 - 2007
Job AVP at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch April 2007 - Present
Credit Suisse Group 2004 - 2007
Citigroup 2002 - 2004
Arthur Andersen 2001 - 2002
Education
Pace University - Lubin School of Business 1997 — 2001
Merrill Lynch April 2007 - Present
Credit Suisse Group 2004 - 2007
Citigroup 2002 - 2004
Arthur Andersen 2001 - 2002
Education
Pace University - Lubin School of Business 1997 — 2001
Ronald J Graziano, CPA's Credit Suisse Group Experience August 2003 - Present
Job Director, Credit Suisse. Global Accounting Strategist
Industry Financial Services
Experience
Credit Suisse Group August 2003 - Present
Ashton Partners (now FTI Consulting) March 2000 - August 2003
Deloitte January 1998 - March 2000
KPMG US January 1996 - December 1997
Skills
Capital Markets, Accounting, Investments, Equities, Finance, Valuation, Investor Relations, Equity Research, IPO, Financial Modeling, Auditing, Corporate Finance, Equity Valuation, Financial Services, Fixed Income, Hedge Funds, Investment Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
Master of Business Administration (MBA), Finance, 3.9
Loyola University of Chicago 1992 — 1996
Bachelor's degree, Accounting, Accounting and Finance, 3.8
Credit Suisse Group August 2003 - Present
Ashton Partners (now FTI Consulting) March 2000 - August 2003
Deloitte January 1998 - March 2000
KPMG US January 1996 - December 1997
Skills
Capital Markets, Accounting, Investments, Equities, Finance, Valuation, Investor Relations, Equity Research, IPO, Financial Modeling, Auditing, Corporate Finance, Equity Valuation, Financial Services, Fixed Income, Hedge Funds, Investment Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
Master of Business Administration (MBA), Finance, 3.9
Loyola University of Chicago 1992 — 1996
Bachelor's degree, Accounting, Accounting and Finance, 3.8
Shahtab Khandakar's Credit Suisse Group Experience February 2008 - March 2010
Job Low Latency Electronic Trading Linux Engineer at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2013 - Present
RBC Capital Markets April 2011 - October 2013
BNP Paribas March 2010 - March 2011
Credit Suisse Group February 2008 - March 2010
Merrill Lynch October 2007 - February 2008
Goldman Sachs August 2006 - October 2007
Credit Suisse Group May 2004 - August 2005
Merrill Lynch August 1997 - May 2004
Information Builders November 1996 - August 1997
Education
City University of New York City College 1990 — 1995
Bachelor of Engineering (BE), Electrical Engineering
Credit Suisse October 2013 - Present
RBC Capital Markets April 2011 - October 2013
BNP Paribas March 2010 - March 2011
Credit Suisse Group February 2008 - March 2010
Merrill Lynch October 2007 - February 2008
Goldman Sachs August 2006 - October 2007
Credit Suisse Group May 2004 - August 2005
Merrill Lynch August 1997 - May 2004
Information Builders November 1996 - August 1997
Education
City University of New York City College 1990 — 1995
Bachelor of Engineering (BE), Electrical Engineering
Rachel Klion's Credit Suisse Group Experience June 2009 - August 2009
Job Financial Analyst at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group January 2014 - Present
Credit Suisse June 2011 - December 2013
Cornell University January 2009 - June 2011
UBS June 2010 - August 2010
Credit Suisse Group June 2009 - August 2009
Echo Farm July 2003 - November 2006
Skills
Equities, Finance, Statistics, Equity Derivatives, Microsoft Office, Research, Bloomberg, Financial Analysis, Microsoft Excel, Sports, Fixed Income, Fantasy Football, Entrepreneurship, Statistical Data..., Private Equity, Financial Markets, Alternative Investments, Business Strategy, Analysis
Education
Cornell University 2007 — 2011
B.S, Applied Economics and Management; Finance
John Jay High School 2004 — 2007
Fortress Investment Group January 2014 - Present
Credit Suisse June 2011 - December 2013
Cornell University January 2009 - June 2011
UBS June 2010 - August 2010
Credit Suisse Group June 2009 - August 2009
Echo Farm July 2003 - November 2006
Skills
Equities, Finance, Statistics, Equity Derivatives, Microsoft Office, Research, Bloomberg, Financial Analysis, Microsoft Excel, Sports, Fixed Income, Fantasy Football, Entrepreneurship, Statistical Data..., Private Equity, Financial Markets, Alternative Investments, Business Strategy, Analysis
Education
Cornell University 2007 — 2011
B.S, Applied Economics and Management; Finance
John Jay High School 2004 — 2007
Kimberly Frisch's Credit Suisse Group Experience 2000 - 2004
Job Senior Vice President at Lehman Brothers
Industry Investment Banking
Experience
Lehman Brothers VPCredit Suisse First Boston2000 - Present
Credit Suisse Group 2000 - 2004
ABN AMRO 1994 - 1998
Education
The University of Chicago Booth School of Business 1998 — 2000
DePaul University 1990 — 1994
BS, Commerce
Lehman Brothers VPCredit Suisse First Boston2000 - Present
Credit Suisse Group 2000 - 2004
ABN AMRO 1994 - 1998
Education
The University of Chicago Booth School of Business 1998 — 2000
DePaul University 1990 — 1994
BS, Commerce
Jack Fan's Credit Suisse Group Experience January 2004 - February 2008
Job Experienced Finance Professional
Industry Biotechnology
Experience
Grifols (formally Talecris) June 2011 - Present
Talecris Biotherapeutics January 2010 - May 2011
Talecris Biotherapeutics December 2008 - January 2010
Credit Suisse Group January 2004 - February 2008
Alliance Capital Management October 2000 - January 2004
Sanford C. Bernstein March 1999 - October 2000
Skills
Long-term strategic..., Financial modeling and..., Scenario planning, Budgeting & forecasting, Management reporting &..., P/L analysis and..., Internal control &...
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
Grifols (formally Talecris) June 2011 - Present
Talecris Biotherapeutics January 2010 - May 2011
Talecris Biotherapeutics December 2008 - January 2010
Credit Suisse Group January 2004 - February 2008
Alliance Capital Management October 2000 - January 2004
Sanford C. Bernstein March 1999 - October 2000
Skills
Long-term strategic..., Financial modeling and..., Scenario planning, Budgeting & forecasting, Management reporting &..., P/L analysis and..., Internal control &...
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
Jason Benedict's Credit Suisse Group Experience 2003 - 2007
Job Director Business Development CITIC Group Travel Investment Co
Industry Venture Capital & Private Equity
Experience
CITIC Rising Star Travel Investment Company January 2008 - Present
Credit Suisse Group 2003 - 2007
Credit Suisse Asset Management 2004 - 2006
Education
Peking University 2008 — 2009
BIMBA, International Finance
Fordham Gabelli School of Business 2006 — 2008
MBA, International Finance
Rutgers University-New Brunswick 2000 — 2002
BS, Economics
CITIC Rising Star Travel Investment Company January 2008 - Present
Credit Suisse Group 2003 - 2007
Credit Suisse Asset Management 2004 - 2006
Education
Peking University 2008 — 2009
BIMBA, International Finance
Fordham Gabelli School of Business 2006 — 2008
MBA, International Finance
Rutgers University-New Brunswick 2000 — 2002
BS, Economics
Ed Lewandowski, CFP®'s Credit Suisse Group Experience February 2005 - September 2011
Job Vice President, RIA at Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners April 2014 - Present
Invesco Ltd. February 2012 - April 2014
Credit Suisse Group February 2005 - September 2011
Putnam Investments 1992 - 2004
AT&T April 1989 - March 1992
Skills
Alternative Investments, Mutual Funds, Asset Management, Structured Products, Series 7, Series 63, Investments, ETFs, Separately Managed..., Hedge Funds, Portfolio Management, Financial Planning, Relationship Management, Fixed Income, Private Equity, Retirement Planning, Private Banking, Commodity, Asset Allocation
Education
California State University-Long Beach - College of Business Administration 1987 — 1989
MBA, Finance
Rensselaer Polytechnic Institute 1982 — 1986
B.S, Industrial and Management Engineering
Franklin Square Capital Partners April 2014 - Present
Invesco Ltd. February 2012 - April 2014
Credit Suisse Group February 2005 - September 2011
Putnam Investments 1992 - 2004
AT&T April 1989 - March 1992
Skills
Alternative Investments, Mutual Funds, Asset Management, Structured Products, Series 7, Series 63, Investments, ETFs, Separately Managed..., Hedge Funds, Portfolio Management, Financial Planning, Relationship Management, Fixed Income, Private Equity, Retirement Planning, Private Banking, Commodity, Asset Allocation
Education
California State University-Long Beach - College of Business Administration 1987 — 1989
MBA, Finance
Rensselaer Polytechnic Institute 1982 — 1986
B.S, Industrial and Management Engineering
Cem Hocaoglu's Credit Suisse Group Experience 1999 - 2007
Job Manager of Investment Planning Applications at Wells Fargo Advisors
Industry Financial Services
Experience
Innovation & Strategy, Wells Fargo Advisors 2013 - Present
Mismi, Inc. 2011 - 2012
Maxim Group 2009 - 2011
Susquehanna International Group 2007 - 2009
Credit Suisse Group 1999 - 2007
Rensselaer Polytechnic Institute 1994 - 1999
Skills
Equities, Derivatives, Trading, Portfolio Management, Equity Derivatives, Investment Advisory, Investment Strategies
Education
Rensselaer Polytechnic Institute 1993 — 1997
Doctor of Philosophy (Ph.D.), Computer and Systems Engineering
Rensselaer Polytechnic Institute 1991 — 1993
Master’s Degree, Computer and Systems Engineering
Rensselaer Polytechnic Institute 1987 — 1991
Bachelor’s Degree, Computer and Systems Engineering
Innovation & Strategy, Wells Fargo Advisors 2013 - Present
Mismi, Inc. 2011 - 2012
Maxim Group 2009 - 2011
Susquehanna International Group 2007 - 2009
Credit Suisse Group 1999 - 2007
Rensselaer Polytechnic Institute 1994 - 1999
Skills
Equities, Derivatives, Trading, Portfolio Management, Equity Derivatives, Investment Advisory, Investment Strategies
Education
Rensselaer Polytechnic Institute 1993 — 1997
Doctor of Philosophy (Ph.D.), Computer and Systems Engineering
Rensselaer Polytechnic Institute 1991 — 1993
Master’s Degree, Computer and Systems Engineering
Rensselaer Polytechnic Institute 1987 — 1991
Bachelor’s Degree, Computer and Systems Engineering
Richard Pike's Credit Suisse Group Experience March 1996 - May 2001
Job CIO at Rebar Systems LLC
Industry Information Technology and Services
Experience
Rebar Systems LLC April 2010 - Present
Miami International Holdings September 2008 - May 2010
TUDOR INVESTMENT CORPORATION 2005 - 2008
Barclays Capital 2006 - 2007
Credit Suisse Group March 1996 - May 2001
Skills
Trading Systems, Electronic Trading, Low Latency, Market Data, Disaster Recovery, Equity Derivatives, Software Development, IT Strategy, SDLC, Data Center, IT Management, Unix, Enterprise Architecture, Vendor Management, Solaris, Trading, Sybase, Perl, SQL
Education
Sheffield Hallam University 1990 — 1994
CS, Computer Studies
Rebar Systems LLC April 2010 - Present
Miami International Holdings September 2008 - May 2010
TUDOR INVESTMENT CORPORATION 2005 - 2008
Barclays Capital 2006 - 2007
Credit Suisse Group March 1996 - May 2001
Skills
Trading Systems, Electronic Trading, Low Latency, Market Data, Disaster Recovery, Equity Derivatives, Software Development, IT Strategy, SDLC, Data Center, IT Management, Unix, Enterprise Architecture, Vendor Management, Solaris, Trading, Sybase, Perl, SQL
Education
Sheffield Hallam University 1990 — 1994
CS, Computer Studies
Mitch Feng's Credit Suisse Group Experience January 2005 - June 2006
Job Capital Markets
Industry Investment Banking
Experience
RBS GLOBAL BANKING & MARKETS May 2010 - July 2014
WORKED ON BUILDING A MACRO FUND 2006 - 2010
CREDIT SUISSE GROUP January 2005 - June 2006
DRESDNER KLEINWORT WASSERSTEIN 2001 - 2005
MVP OPTIONS TRADING 2000 - 2001
SOCIETE GENERALE 1999 - 2000
JPMORGAN CHASE 1998 - 1999
ZAHR TRADING 1997 - 1998
Skills
Derivatives, Credit Derivatives, Trading, Equities, Market Risk, Commodity, Options, Market Making, Rates, Structured Products, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business
Math Certificate, Master of Science in Computational Finance (MSCF)
Baruch College, City University of New York (CUNY)
MBA, Finance & Investments
Utah State University
BS in Finance, minor in Statistics
China Institute of Metrology
Completed first two years of the 4-year Thermodynamic Engineering program
RBS GLOBAL BANKING & MARKETS May 2010 - July 2014
WORKED ON BUILDING A MACRO FUND 2006 - 2010
CREDIT SUISSE GROUP January 2005 - June 2006
DRESDNER KLEINWORT WASSERSTEIN 2001 - 2005
MVP OPTIONS TRADING 2000 - 2001
SOCIETE GENERALE 1999 - 2000
JPMORGAN CHASE 1998 - 1999
ZAHR TRADING 1997 - 1998
Skills
Derivatives, Credit Derivatives, Trading, Equities, Market Risk, Commodity, Options, Market Making, Rates, Structured Products, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business
Math Certificate, Master of Science in Computational Finance (MSCF)
Baruch College, City University of New York (CUNY)
MBA, Finance & Investments
Utah State University
BS in Finance, minor in Statistics
China Institute of Metrology
Completed first two years of the 4-year Thermodynamic Engineering program
Raj J. Vakharia's Credit Suisse Group Experience 1999 - 2002
Job Founder and Managing Partner, Reliance Capital Partners LLC
Industry Capital Markets
Experience
Reliance Capital Partners LLC January 2009 - Present
State of New Jersey 2002 - 2004
Credit Suisse Group 1999 - 2002
Donaldson, Lufkin & Jenrette 1978 - 1999
Education
Long Island University 1978 — 1980
MBA
University of Saurashtra 1972 — 1975
LLB, Corporate law
Reliance Capital Partners LLC January 2009 - Present
State of New Jersey 2002 - 2004
Credit Suisse Group 1999 - 2002
Donaldson, Lufkin & Jenrette 1978 - 1999
Education
Long Island University 1978 — 1980
MBA
University of Saurashtra 1972 — 1975
LLB, Corporate law
Fei Ni's Credit Suisse Group Experience December 2005 - August 2008
Job Senior Software Engineer at Fidelity Investment
Industry Banking
Experience
Fidelity Investments November 2012 - Present
Wachovia, A Wells Fargo Company December 2009 - November 2011
Credit Suisse Group December 2005 - August 2008
Election Systems & Software April 2005 - December 2005
Constella Group August 2001 - March 2005
Wake Technical Community College January 2001 - August 2001
Skills
Oracle, SDLC, SQL, Databases, Unix, Requirements Analysis, Business Analysis, Business Intelligence, PL/SQL, Data Warehousing, XML, Software Development, Informatica
Education
Southern Cross University 1997 — 2000
LLB, Laws
Beijing University of Physical Education 1990 — 1994
BS, Athletic Physiology
Fidelity Investments November 2012 - Present
Wachovia, A Wells Fargo Company December 2009 - November 2011
Credit Suisse Group December 2005 - August 2008
Election Systems & Software April 2005 - December 2005
Constella Group August 2001 - March 2005
Wake Technical Community College January 2001 - August 2001
Skills
Oracle, SDLC, SQL, Databases, Unix, Requirements Analysis, Business Analysis, Business Intelligence, PL/SQL, Data Warehousing, XML, Software Development, Informatica
Education
Southern Cross University 1997 — 2000
LLB, Laws
Beijing University of Physical Education 1990 — 1994
BS, Athletic Physiology
Jonathan Simon's Credit Suisse Group Experience May 1996 - June 2001
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2012 - Present
Citigroup May 2004 - June 2012
Lehman Brothers, Inc. June 2001 - May 2004
Credit Suisse Group May 1996 - June 2001
Skills
Portfolio Management, Bloomberg, Asset Managment, Structured Products, Trading Systems, Alternative Investments, Asset Management, Derivatives, Capital Markets, ETFs, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Fixed Income, Investments, Investment Banking, Options, Hedge Funds, Securities, Program Trading, Series 63, Private Equity, Trading
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance
The Ohio State University 1985 — 1989
BA, English
Lancaster University 1987 — 1987
English
Deutsche Bank June 2012 - Present
Citigroup May 2004 - June 2012
Lehman Brothers, Inc. June 2001 - May 2004
Credit Suisse Group May 1996 - June 2001
Skills
Portfolio Management, Bloomberg, Asset Managment, Structured Products, Trading Systems, Alternative Investments, Asset Management, Derivatives, Capital Markets, ETFs, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Fixed Income, Investments, Investment Banking, Options, Hedge Funds, Securities, Program Trading, Series 63, Private Equity, Trading
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance
The Ohio State University 1985 — 1989
BA, English
Lancaster University 1987 — 1987
English
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS