Credit Suisse Private Bank
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Credit Suisse Private Bank Employees
Royal Academy of Fine Arts August 2015 - Present
Travis Kelley Enterprises, LLC July 2015 - Present
Credit Suisse Private Bank June 2014 - August 2014
Travis Kelley Photography July 2009 - July 2013
Bayou City Bike Tours January 2012 - June 2012
Skills
Public Speaking, Social Networking, Wealth Management, Portfolio Management, Financial Planning, Microsoft Excel, Commercial Photography, Financial Modeling, Investments, Event Management, Research, Financial Analysis, Fine Art Photography, Asset Allocation, Asset Management, Teamwork, Wilderness First...
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Southern Methodist University 2000 — 2004
Bachelor's degree
Credit Suisse Private Bank August 2015 - Present
Morgan Stanley Private Wealth Management January 2015 - July 2015
Morgan Stanley August 2014 - January 2015
Morgan Stanley Private Wealth Management December 2013 - January 2014
IMA Financial Group, Inc. May 2013 - August 2013
Skills
Social Media Marketing, Social Networking, Email Marketing, Sales & Marketing..., Financial Analysis, Microsoft Office, Computer Proficiency, Project Management, Financial Modeling, Risk Management, Event Planning, Loss Prevention..., Dreamweaver, Final Cut Pro, Bloomberg Software, Bloomberg Terminal, Research
Education
Miami University 2010 — 2014
Bachelor of Science (B.S.), Finance
Wells Fargo 2014 - Present
Consulting 2014 - 2014
Credit Suisse Private Bank 2008 - 2014
Lehman Brothers 2006 - 2008
Citibank Private Bank 2001 - 2006
Deutsche Bank Private Bank 1997 - 2001
Skills
Project Portfolio..., Change Management, Project Management, Product Management, Business Strategy, Management, Financial Services, Banking, Wealth Management, Program Management, Process Engineering, Business Process..., Business Process Mapping, Relationship Management, SDLC, CRM
Education
Hofstra University Frank G. Zarb School of Business
Masters of Business Administration, Banking and Finance
State University of New York at Albany
Bachelor of Science, Mathematics
Barclays Investment Bank November 2012 - Present
Credit Suisse Private Bank September 2009 - September 2012
UBS Investment Bank May 2005 - May 2009
UBS Investment Bank February 2001 - April 2005
UBS Investment Bank February 1999 - February 2001
Skills
Program Management, Derivatives, Product Development, Fixed Income, Equities, Business Case, Capital Markets, Project Management, Global Business..., FX Derivatives, FX trading, Deposits, Preparation of Business..., Business Transformation, System Migration, Acquisition Integration, Investment Banking, Electronic Trading, Trading Systems, Cross-functional Team..., Strategy, Back Office, Prime Brokerage, Financial Risk, Banking, Equity Trading, Equity Derivatives, FX Options, Trading, Financial Services, Credit Derivatives, Middle Office, Structured Products, Interest Rate...
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA for Executives, Finance
London School of Economics and Political Science 1996 — 1997
MSc, Economics
The London School of Economics and Political Science (LSE) 1992 — 1995
BSc, Management Science
Fatima college 1983 — 1991
A'Levels
Bank Leumi July 2013 - Present
EmblemHealth March 2013 - July 2013
Bank of Tokyo-Mitsubishi UFJ April 2012 - September 2012
Citi Group November 2011 - January 2012
Credit Suisse Private Bank April 2010 - August 2011
JPMorgan Chase Private Bank April 2005 - May 2009
JPMorgan Chase Private Bank January 2004 - March 2005
JPmorgan Chase Private Bank January 2001 - December 2003
JPMorgan Private Bank July 1998 - December 2000
Skills
SDLC, Data Warehousing, Requirements Analysis, Requirements Gathering, Analysis, Governance, Business Analysis, Enterprise Architecture, Testing, ETL, Data Modeling, Project Management, Vendor Management, IT Strategy, PMO, Integration, Software Documentation, Data Analysis, Private Banking, Core Banking, Management, Risk Management
Education
New York University
BS, Information Systems
Merrill Lynch Private Banking & Investment Group September 2012 - Present
Credit Suisse Private Bank November 2011 - August 2012
Barclays Wealth June 2011 - October 2011
United Capital Financial Advisers, LLC November 2008 - May 2011
Franklin Templeton Investments 2007 - 2007
The Angels' Forum 2006 - 2006
The Bobby Jones Golf Company 2005 - 2005
Education
University of Arizona 2004 — 2008
B.S., Marketing
University of Arizona, Eller College of Management 2004 — 2008
Marketing, Business Administration
UBS Financial Services Inc. May 2011 - Present
Feats Inc. July 2010 - December 2010
Kenan-Flagler Business School July 2008 - May 2010
Bank of America June 2009 - August 2009
Bandwidth.com May 2009 - June 2009
Credit Suisse Private Bank April 2007 - October 2007
Smith Barney Brokerage Firm December 2005 - April 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, General Management
The Tuck School of Business at Dartmouth 2005 — 2005
n/a, Business Bridge Program
Dickinson College 2002 — 2005
BA, Policy Studies, Political Science
St. Paul's School for Girls 1997 — 2001
Crédit Agricole CIB June 2015 - Present
Anthos Capital October 2014 - January 2015
Confidential - Private Equity October 2014 - December 2014
Credit Suisse Private Bank June 2014 - August 2014
Karbone March 2014 - May 2014
The Ayco Company, L.P. A Goldman Sachs Company June 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Skills
Wealth Management, Microsoft Office, Sales Prospecting, Sales, Investment Banking, Corporate Finance
Education
Fordham University 2011 — 2015
Bachelor of Science (BS), Business Administration, Finance Concentration
Temple University - Rome, Italy
International Business
Credit Suisse private bank April 2011 - Present
J.P. Morgan March 2008 - April 2011
Bear Stearns July 1993 - March 2008
Griffin, Kubik, Stephens & Thompson May 1988 - July 1993
Skills
Fixed Income, Investment Banking, Strategic Planning
Education
Babson College 1982 — 1986
Bachelor of science, finance and investments
Family Office Essentials: How to Avoid Family Wealth Destruction 2015 - Present
Barclays Wealth and Investment Management November 2014 - Present
National Association of Corporate Directors February 2014 - Present
Source Capital Group December 2011 - November 2014
Ten Mountain Capital 2012 - 2014
Fireman Capital Advisors August 2009 - June 2011
Deutsche Bank October 2006 - August 2009
Credit Suisse Private Bank November 2004 - October 2006
Donaldson, Lufkin & Jenrette/ Credit Suisse First Boston July 1998 - November 2004
City of Haverhill 1994 - 1996
Skills
Wealth Management, Investments, Private Equity, Mergers & Acquisitions, Start-ups, Hedge Funds, Finance, Entrepreneurship, Strategy, Asset Management, Investment Advisory, Financial Advisory, Estate Planning, Alternative Investments, Portfolio Management, Management, Financial Services, Equities, Restructuring, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA
Boston University School of Law 1986 — 1989
JD
Middlebury College 1983 — 1986
B.A., Political Science
Brooks School 1978 — 1982
Credit Suisse Private Bank March 2015 - Present
Société Générale Private Banking (Suisse) S.A. (CBG Investment Advisors) June 2006 - June 2009
Merrill Lynch Private Banking and Investment Group July 2002 - May 2006
Goldman Sachs Private Wealth Management July 1998 - October 2001
Education
Harvard University 1994 — 1998
Bachelor's Degree, Economics
Credit Suisse Private Bank June 2009 - Present
SMU Cox School of Business August 2007 - June 2009
DCI Group March 2006 - June 2007
White House April 2003 - February 2006
U.S. Department of Commerce July 2002 - April 2003
U.S. Department of Housing and Urban Development February 2001 - June 2002
Bush Cheney 2000 June 2000 - January 2001
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA
Southern Methodist University 1996 — 2000
Marshall High School
Credit Suisse Private Bank January 2007 - Present
Credit Suisse Private Banking USA 2007 - Present
UBS Wealth Management August 2004 - January 2007
lehman brothers 1991 - 1998
Citibank 1985 - 1991
Education
Columbia Law School 1975 — 1976
N/a, Law
New York University - Leonard N. Stern School of Business 1967 — 1969
MBA, Operations Research
Iona College 1964 — 1967
BA, Mathematics
Power Memorial Academy 1959 — 1963
Academic-Honors, Honors
St. Monica's Grammar School
US Capital Advisors August 2014 - Present
Credit Suisse Private Bank January 2010 - August 2014
Lupton Capital Corp January 2003 - January 2007
Skills
Valuation, Financial Modeling, Private Equity, Equities, Investment Banking, Hedge Funds, Investments, Capital Markets, Asset Management, Fixed Income, Corporate Finance, Alternative Investments, Portfolio Management, Bloomberg, Due Diligence, Equity Research, Financial Analysis, Securities, Derivatives, Wealth Management
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2009
MBA, Finance
The University of Texas at Austin 1999 — 2003
Credit Suisse Private Bank September 2008 - Present
Education
DePauw University
Credit Suisse - Private Bank November 2012 - Present
State Street October 2008 - October 2011
PNC Investments May 2006 - October 2008
Arkema June 2004 - September 2005
Skills
Fixed Income, Equities, Investment Management, Investments, Financial Services, Mutual Funds, Investor Relations, Asset Management, Alternative Investments, Financial Modeling, Valuation, Hedge Funds, Asset Managment, Bloomberg Terminal, Private Equity, Securities, Portfolio Management, Capital Markets, Options, Asset Allocation, Wealth Management, International Equities, Fixed Income Products, Bonds, Series 7, Economics, Business Development, Microsoft Office, Marketing, Performance Analysis, Client Service, Relationship Management, Operations, Venture Capital, Marketing Strategy, Business Strategy, Sales
Education
Drexel University 2005 — 2007
Master of Business Administration (M.B.A.), Investment Management & Economics
University of Maryland College Park 2000 — 2004
B.Sc., Chemistry
UBS Private Wealth Management 2009 - Present
Credit Suisse Private Bank 1995 - 2009
Education
Spring Hill College 1983 — 1987
Bachelor's Degree, Business Comminications
Wharton School
Aresty Institute of Executive Education: Finance
LaCoste School, Lacoste France
Foreign Language, Fine Arts and Photography
SRS Investment Management LLC June 2012 - Present
Alden Global Capital April 2011 - June 2012
Credit Suisse Private Bank February 2011 - April 2011
Tremblant Capital February 2005 - August 2009
Caxton Associates June 1999 - February 2005
Skills
Securities Regulation, Hedge Funds, Private Equity, Alternative Investments, Due Diligence, Broker-Dealer, Mergers, Asset Managment, Equities, Investments, Securities Offerings, Litigation, SEC, Registered Investment..., Financial Services, FINRA, Dodd-Frank, Investment Advisers Act, Securities, Private Placements, Financial Markets, Corporate Governance, Fund Of Funds, Capital Markets
Education
The George Washington University Law School 1988 — 1991
Doctor of Law (JD), Finance and Financial Management Services
Penn State University 1983 — 1988
Bachelor's Degree, Economics with and emphasis in finance