Credit Suisse HOLT

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Credit Suisse HOLT Employees

Employee
Years
Job
Industry
Katherine House Katherine House Boston, Massachusetts Details
Katherine House's Credit Suisse HOLT Experience January 2015 - June 2015
Job Investment Strategies Coop at Credit Suisse HOLT
Industry Mechanical or Industrial Engineering
Experience
Credit Suisse HOLT   January 2015 - June 2015
DePuy Synthes - Johnson & Johnson  January 2014 - December 2014
Programs in Professional Education-- Harvard Graduate School of Education   June 2013 - August 2013
Ohlin's Bakery   February 2010 - June 2013
Panera Bread  June 2012 - April 2013
Institute for Soldier Nanotechnologies, MIT   June 2010 - August 2010

Skills
Access, Matlab, C++ Language, Microsoft Excel, JavaScript, PowerPoint, Microsoft Office, Research, Data Analysis

Education
Northeastern University   2012 — 2017
Bachelor of Science (BS), Industrial Engineering, 3.87

Adam Shatek, CPA, CFA Adam Shatek, CPA, CFA Greater Chicago Area Details
Adam Shatek, CPA, CFA's Credit Suisse HOLT Experience June 2011 - July 2013
Job Staff Accountant at US Securities and Exchange Commission
Industry Research
Experience
US Securities and Exchange Commission  August 2013 - Present
Credit Suisse HOLT   June 2011 - July 2013
Credit Suisse  March 2008 - June 2011
United States Army Reserve  September 2001 - September 2009
KPMG Advisory  September 2006 - March 2008

Skills
Analysis, Due Diligence, Equity Research, Equities, Financial Modeling, Mergers

Education
University of Iowa - Henry B. Tippie College of Business   2005 — 2006
Masters, Accounting

University of Iowa - Henry B. Tippie College of Business   2001 — 2006
Bachelor of Arts, Accounting

John Mirante, CFA, CPA John Mirante, CFA, CPA Greater Chicago Area Details
John Mirante, CFA, CPA's Credit Suisse HOLT Experience 2000 - 2006
Job Senior Relationship Manager at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management  December 2013 - Present
Northern Trust Global Investments  2007 - November 2013
Credit Suisse HOLT   2000 - 2006
Altria  1997 - 2000
Crowe Horwath LLP  1994 - 1997

Education
Northern Illinois University   1990 — 1994
B.S., Accountancy

Andrew Carlson Andrew Carlson Boston, Massachusetts Details
Andrew Carlson's Credit Suisse HOLT Experience June 2003 - June 2011
Job Managing Director at PwC
Industry Management Consulting
Experience
PwC  June 2014 - Present
Tesco PLC  January 2014 - June 2014
Esemplia Emerging Markets   March 2013 - December 2013
Olivetree Solutions   August 2011 - January 2013
Credit Suisse HOLT   June 2003 - June 2011
Diamond Management & Technology Consultants  September 1997 - June 2003
Arthur Andersen  January 1991 - May 1995

Skills
Financial Modeling, Valuation, Equities, Investment Banking, Hedge Funds, Portfolio Management, Management Consulting, Investments, Financial Analysis, Equity Research, Emerging Markets, Bloomberg, Asset Management, Fixed Income, Strategy

Education
Northwestern University - Kellogg School of Management   1995 — 1997
MBA, Management & Strategy, Finance

Santa Clara University   1987 — 1990
BS, Marketing

Jessica McGee, PHR Jessica McGee, PHR Kansas City, Missouri Area Details
Jessica McGee, PHR's Credit Suisse HOLT Experience February 2006 - October 2007
Job HR Generalist at VML
Industry Human Resources
Experience
VML  August 2011 - Present
AMN Healthcare  October 2010 - June 2011
Novalar Pharmaceuticals  December 2008 - July 2010
Relational Investors LLC  November 2007 - October 2008
Credit Suisse - HOLT  February 2006 - October 2007
Omo's Day Spa   October 2003 - December 2005

Skills
Employee Relations, Performance Management, Recruiting, Onboarding, Human Resources, Training, Deferred Compensation, Employee Benefits, New Hire Orientations, Personnel Management, Time Management, Payroll, Interviews, HRIS, Management, Hiring

Education
University of California, San Diego   2009 — 2011
Human Resource Management Certificate Program

The University of Kansas   2001 — 2005
Bachelor of Arts, History

Glendale High School

Kellen Malstrom Kellen Malstrom New York, New York Details
Kellen Malstrom's Credit Suisse HOLT Experience June 2009 - August 2009
Job Retention Marketing Manager at Warby Parker
Industry Internet
Experience
Warby Parker  March 2014 - Present
Warby Parker  March 2013 - March 2014
Bain & Company  November 2010 - August 2013
Credit Suisse HOLT   June 2009 - August 2009
Intellecap  July 2008 - August 2008
Grameen Bank  June 2008 - July 2008

Skills
Excel, PowerPoint, Financial Modeling, Valuation, Due Diligence, Corporate Strategy, Data Analytics, Project Management, Pricing, Performance Improvement, VBA, Private Equity, Forecasting, Market Research, Competitive Analysis, Microsoft Excel, Business Strategy, Finance, Analysis, Management Consulting, Strategic Consulting, Analytics, Corporate Development, Market Entry

Education
Lake Orion High School

University of Michigan
BA, Philosophy

University of Michigan - Stephen M. Ross School of Business
BBA, Corporate Stategy, Entrepreneurship

Aloysius Martins Aloysius Martins Greater Boston Area Details
Aloysius Martins's Credit Suisse HOLT Experience June 2013 - December 2013
Job Senior Investment Associate at Cambridge Associates
Industry Banking
Experience
Cambridge Associates  July 2015 - Present
Cambridge Associates  July 2014 - June 2015
Credit Suisse - HOLT  June 2013 - December 2013
Credit Suisse - HOLT  July 2012 - December 2012
MFS Investment Management  July 2011 - December 2011
Citi - Global Transaction Services  May 2010 - July 2010
Halliburton  June 2008 - July 2008

Skills
Financial Analysis, PowerPoint, Finance, Investments, Portfolio Management, Valuation, Bloomberg, Equities

Education
Northeastern University   2009 — 2014
BSBA, BS

Passed Level II of the CFA Program

American School of Dubai   2006 — 2009
High School Diploma

Nancy Koschik Nancy Koschik Greater Chicago Area Details
Nancy Koschik's Credit Suisse HOLT Experience July 2011 - March 2015
Job Graphic Design
Industry Financial Services
Experience
designNBK   January 2011 - Present
Credit Suisse-HOLT  July 2011 - March 2015
Blue Ribbon Condo Association   March 2005 - June 2014
House of the Good Shepherd Women's Board   May 2007 - January 2014
Bank of America  1993 - 2004
Corning Incorporated  September 1987 - March 1993

Skills
Fixed Income, Derivatives, Equities, Graphic Design, Management

Education
Corning Community College   1987 — 1989
Graduated 1989, Business/Administrative Management

David Pritchard David Pritchard Greater Chicago Area Details
David Pritchard's Credit Suisse HOLT Experience February 2001 - June 2006
Job Territory Services Manager at Red Hat
Industry Information Technology and Services
Experience
Red Hat  January 2015 - Present
Grosvenor Capital Management, L.P   November 2013 - January 2015
Guaranteed Rate  June 2012 - November 2013
Mercer Investments  June 2006 - June 2012
Credit Suisse - HOLT  February 2001 - June 2006

Skills
HTML, SQL, Java, AJAX, ASP.NET, C#, JavaScript, XML, SQL Server, MySQL, .NET, Visual Studio, Web Development, Web Services, IIS, PL/SQL, Access, LINQ, Agile Methodologies, Software Development, Business Intelligence, TFS, Entity Framework, Project Delivery, Software Project..., Design Patterns, Integration, OOP, SDLC, Agile Project Management, Scrum, CSS, Web Applications, VB.NET, SOA, SharePoint, Databases, Project Management, Project Planning

Education
Northern Illinois University   1992 — 1996
BS, Operations Management

Leslie Rose Leslie Rose United States Details
Leslie Rose's Credit Suisse HOLT Experience January 2007 - June 2007
Job Senior Marketing Manager, LiquiGlide
Industry Mechanical or Industrial Engineering
Experience
LiquiGlide  September 2014 - Present
LiquiGlide  March 2013 - September 2014
Integreon  November 2011 - February 2013
Integreon  August 2009 - November 2011
Porta-Brace, Inc.   July 2008 - December 2008
GE Consumer & Industrial  January 2008 - June 2008
Credit Suisse HOLT   January 2007 - June 2007
The Boston Globe  January 2006 - June 2006

Skills
Email Marketing, Marketing, B2B Marketing, Salesforce.com, Content Marketing, Content Management, List Development, Marketing Strategy, Marketing Management, Sales Operations, Planogram Development, Google Analytics, Google Adwords, Email Marketing Software, Web Content, Case Studies, Services Marketing, Project Management, Multi-site Team..., Market Research

Education
Northeastern University   2004 — 2009
Bachelor of Science, Business Administration, Dual Concentration: Marketing & Human Resources

Chad Clauser Chad Clauser Omaha, Nebraska Details
Chad Clauser's Credit Suisse HOLT Experience October 2007 - June 2011
Job Vice President / Portfolio Manager at Lawson Kroeker Investment Management
Industry Financial Services
Experience
Lawson Kroeker Investment Management   April 2015 - Present
Tributary Capital Management  June 2011 - April 2015
Credit Suisse HOLT   October 2007 - June 2011
Ernst & Young LLP  January 2005 - October 2007

Skills
Equities, Valuation, Financial Modeling, Investments, Equity Valuation, Portfolio Management, Investment Banking, Financial Analysis, Bloomberg, Derivatives, Equity Research, Corporate Finance, Hedge Funds, Capital Markets, Alternative Investments, Asset Managment, DCF, Fixed Income, Private Equity, Risk Management

Education
University of Nebraska-Lincoln   2000 — 2004
Bachelor of Science (B.S.), Finance

Leavenworth High

James Ostry James Ostry Greater Chicago Area Details
James Ostry's Credit Suisse HOLT Experience June 2014 - Present
Job CoHead at Credit Suisse HOLT
Industry Financial Services
Experience
Credit Suisse HOLT   June 2014 - Present
Credit Suisse HOLT   June 2009 - Present
Credit Suisse HOLT   September 2000 - May 2009
HOLT Value Associates  June 1997 - August 2000
First Chicago  July 1994 - May 1997

Skills
Product Development, Strategy, Valuation, Accounting, Equities, Derivatives, Portfolio Management, Equity Valuation, Sales Management, Branding Initiatives

Education
Carnegie Mellon University - Tepper School of Business   1992 — 1994
MSIA, Finance

University of Illinois at Urbana-Champaign   1986 — 1990
BA, Economics

Robb Stone Robb Stone Denver, Colorado Details
Robb Stone's Credit Suisse HOLT Experience November 2008 - July 2013
Job Chief Investment Officer
Industry Financial Services
Experience
Credit Suisse HOLT   November 2008 - July 2013
Credit Suisse  January 2006 - December 2008
Credit Suisse HOLT   May 2001 - March 2006
Invesco  June 1999 - May 2001

Skills
Equities, Valuation, Portfolio Management, Fixed Income, Equity Valuation, Financial Modeling, Asset Allocation, Investments, Asset Management, Credit Risk, Financial Markets, Capital Markets

Education
University of Denver   1995 — 1999
Bachelor of Science (B.S.), Finance

Carin Murtha Carin Murtha Greater New York City Area Details
Carin Murtha's Credit Suisse HOLT Experience 2002 - Present
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  August 2002 - Present
Credit Suisse HOLT   2002 - Present
PricewaterhouseCoopers  August 1999 - August 2002

Education
University of Notre Dame   1995 — 1999

Stagg

William Sly William Sly Greater Chicago Area Details
William Sly's Credit Suisse HOLT Experience February 2002 - December 2008
Job Head of North America Sales at River and Mercantile Asset Management LLP
Industry Financial Services
Experience
River and Mercantile Asset Management LLP   October 2012 - Present
LaSalle Street Capital Management   January 2009 - April 2012
Credit Suisse HOLT   February 2002 - December 2008
Credit Suisse  May 2000 - February 2002
The Applied Finance Group   January 1998 - May 2000
Zacks Investment Research  1996 - 1998

Skills
Fundamental Analysis, HOLT CFROI® Methodology, Equity Valuation, Investment Consultant..., Equities, Equity Research, Alternative Investments, Hedge Funds, Portfolio Management, Valuation, Capital Markets, Investments, Asset Managment, Financial Modeling, Fixed Income, Investment Banking, Private Equity, Investment Strategies, Asset Allocation, Asset Management, Strategy, Investment Management, Series 7, Finance, Mutual Funds

Education
Illinois State University   1990 — 1991
MBA, Finance, General

Illinois State University   1986 — 1988
Bachelor of Science (BS), Business Administration

Steven Bock Steven Bock Greater Chicago Area Details
Steven Bock's Credit Suisse HOLT Experience 2002 - Present
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse HOLT   2002 - Present
HOLT Value Associates  September 1996 - February 2002
Price Waterhouse  July 1993 - September 1996
Gainer Bank   June 1989 - August 1991

Skills
Valuation, Equities, Financial Modeling, Investment Banking, Capital Markets, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Investments, Private Equity, Corporate Finance, Derivatives, Equity Research, Equity Valuation, Finance, Financial Analysis, Due Diligence, Fixed Income

Education
University of Illinois at Urbana-Champaign   1991 — 1993
Master of Business Administration, Finance

Indiana University Bloomington   1985 — 1989
B.S, Finance

Jenae Fonseca Jenae Fonseca Greater Chicago Area Details
Jenae Fonseca's Credit Suisse HOLT Experience May 2007 - Present
Job Client Updates at Credit Suisse HOLT
Industry Investment Banking
Experience
Credit Suisse HOLT   May 2007 - Present

Skills
Process Improvement, Microsoft Office

Education
Oakland University   1999 — 2004
Bachelors of Arts, Communications and Japanese

Katie (Dunne) Davis Katie (Dunne) Davis Greater Chicago Area Details
Katie (Dunne) Davis's Credit Suisse HOLT Experience 2002 - Present
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse HOLT   2002 - Present
Chicago Tribune Media Group  July 2000 - March 2002
Archon Group  July 1998 - June 2000

Skills
Series 7, Series 63, Chartered Financial...

Education
Tulane University - A.B. Freeman School of Business   1994 — 1998
Bachelor of Science (B.S.), Finance

Vadim Vintsevsky Vadim Vintsevsky Greater Boston Area Details
Vadim Vintsevsky's Credit Suisse HOLT Experience July 2009 - December 2009
Job Sector Specialist at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  July 2010 - Present
Credit Suisse HOLT   July 2009 - December 2009
Northeastern University  January 2009 - May 2009
Fidelity Investments  June 2008 - December 2008
Fidelity Investments  July 2007 - May 2008

Education
Northeastern University   2005 — 2010
Business Administration, Finance

Andrius Spokas Andrius Spokas Greater Chicago Area Details
Andrius Spokas's Credit Suisse HOLT Experience January 2008 - June 2008
Job Attorney at The Law Office of Andrius Spokas
Industry Law Practice
Experience
The Law Office of Andrius Spokas   May 2013 - Present
Law Office of Brian A. Grady   March 2011 - May 2013
Law Office of the Cook County Public Defender  September 2010 - August 2012
Law Offices of Robert J. Kartholl   March 2011 - June 2011
The John Marshall Law School  January 2011 - May 2011
Oak Park Regional Housing Center  September 2010 - December 2010
CVS Caremark  August 2009 - December 2009
Credit Suisse HOLT   January 2008 - June 2008

Skills
Criminal Law, Criminal Defense, Estate Planning, Real Estate Transactions, DUI Defense, Expungement, Personal Injury..., Wills, Motions, Trials, Appeals, Legal Research, Legal Writing, Courts, Civil Litigation, Personal Injury, Westlaw, Litigation, Hearings

Education
The John Marshall Law School   2010 — 2013
Juris Doctor, Law

Northern Illinois University   2004 — 2008
Bachelor of Science, Finance

Adam Steffanus Adam Steffanus Greater Chicago Area Details
Adam Steffanus's Credit Suisse HOLT Experience July 2005 - Present
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse HOLT   July 2005 - Present
ABN AMRO (Midwest Mezzanine Funds)   2001 - 2003
ABN AMRO  1997 - 2001

Skills
Equities, Valuation, Financial Modeling, Investments, Investment Banking, Hedge Funds, Portfolio Management, Trading, Equity Valuation, Capital Markets, Fixed Income, Equity Research, Portfolio Optimization, Quantitative Research, Private Equity, Asset Management, Finance, Financial Analysis, Risk Management

Education
The University of Chicago Booth School of Business   2003 — 2005
MBA, Finance

Marquette University   1993 — 1997
BS, Finance

Thomas Ackerman Thomas Ackerman New York, New York Details
Thomas Ackerman's Credit Suisse HOLT Experience January 2010 - June 2010
Job Research Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  July 2012 - Present
NXT Capital  October 2011 - December 2011
Goldman Sachs  June 2011 - August 2011
Credit Suisse HOLT   January 2010 - June 2010
General Electric ­ Aviation   January 2009 - July 2009
Blue Mountain Ski Area  June 2005 - June 2009

Skills
Analysis, Forecasting, Financial Modeling, Strategy, Financial Analysis

Education
Northeastern University   2007 — 2012
Bachelor of Science; Dual, Business Administration; Finance and Accounting

Northeastern University's Huntington Management Consulting   2010 — 2011

London School of Economics and Political Science   2010 — 2010