Credit Suisse - Private Banking
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Credit Suisse - Private Banking Employees
Employee
Years
Job
Industry
Etrita Ibroci Etrita Ibroci's Credit Suisse - Private Banking Experience January 2005 - January 2007
Job Senior VP; Pan Euro Equity Research Sales
Industry Financial Services
Experience
Kepler Cheuvreux July 2013 - Present
Credit Agricole Cheuvreux September 2008 - 2013
Merrill Lynch January 2007 - January 2008
Credit Suisse Private Banking January 2005 - January 2007
Credit Suisse January 1999 - January 2004
CIBC Oppenheimer Corp January 1998 - June 1999
Arthur Andersen January 1997 - June 1997
Skills
Microsoft Word, Microsoft Excel, Research, Public Speaking, PowerPoint, English, Customer Service, Strategic Planning, Editing, Outlook, Social Media, Teaching, Negotiation, Public Relations, Budgets, Portfolio Management, Equities, Emerging Markets, Microsoft Office, Economics, Investments, Asset Allocation, Investment Banking, Structured Products, Capital Markets
Education
Fordham University 1996 — 1997
Master of Business Administration (MBA) - Executive MBA, Finance & Management Systems
Saint John’s University 1992 — 1995
Bachelor of Arts (BA), Economics and Political Science (majors); Philosophy & Theology (minors)
Harvard University
Best Delegate Award at Harvard UN Model
John Jay University
Presented a professional paper on the Economic Re-Adjustment in Sub-Saharan Africa., Economics, political science, philosophy of law
Kepler Cheuvreux July 2013 - Present
Credit Agricole Cheuvreux September 2008 - 2013
Merrill Lynch January 2007 - January 2008
Credit Suisse Private Banking January 2005 - January 2007
Credit Suisse January 1999 - January 2004
CIBC Oppenheimer Corp January 1998 - June 1999
Arthur Andersen January 1997 - June 1997
Skills
Microsoft Word, Microsoft Excel, Research, Public Speaking, PowerPoint, English, Customer Service, Strategic Planning, Editing, Outlook, Social Media, Teaching, Negotiation, Public Relations, Budgets, Portfolio Management, Equities, Emerging Markets, Microsoft Office, Economics, Investments, Asset Allocation, Investment Banking, Structured Products, Capital Markets
Education
Fordham University 1996 — 1997
Master of Business Administration (MBA) - Executive MBA, Finance & Management Systems
Saint John’s University 1992 — 1995
Bachelor of Arts (BA), Economics and Political Science (majors); Philosophy & Theology (minors)
Harvard University
Best Delegate Award at Harvard UN Model
John Jay University
Presented a professional paper on the Economic Re-Adjustment in Sub-Saharan Africa., Economics, political science, philosophy of law
Janardhan Bonu Janardhan Bonu's Credit Suisse - Private Banking Experience November 2009 - November 2012
Job ✔ Java JEE Tech Lead 10 years experience | ✔ Available for Fulltime W2 Employment | ✔ Willing to relocate
Industry Information Technology and Services
Experience
Maharishi University of Management February 2015 - Present
Societe Generale Investment Banking August 2013 - January 2015
Artha Solutions February 2013 - August 2013
Wipro Technologies December 2012 - February 2013
Credit Suisse Private Banking November 2009 - November 2012
Credit Suisse Private Banking November 2006 - July 2009
Wipro March 2005 - October 2006
Skills
Java Enterprise Edition, Software Development, EJB, Java, Web Services, JSF, AngularJS, RESTful WebServices, ElasticSearch, dropwizard, Gatling Stress Testing, NoSQL, SDLC, Subversion, SOAP, CVS, Solaris, Agile Methodologies, JPA, Unix Shell Scripting, Testing, Spring, Requirements Analysis, Weblogic, Workflow, Red Hat Linux, Payments, Securities, TIBCO Rendezvous, Perl, DevOps, Spring Framework, Language R, Spring MVC, Shell Scripting
Education
Maharishi University of Management 2015 — 2017
Master’s Degree, Computer Science
Jawaharlal Nehru Technological University 1999 — 2003
B. Tech, Computer Science, Information Technology
Vidyarthi Junior College 1997 — 1999
Secondary Higher Education, Mathematics, Physics and Chemistry, A
Kings english medium school 1989 — 1997
High School
Maharishi University of Management February 2015 - Present
Societe Generale Investment Banking August 2013 - January 2015
Artha Solutions February 2013 - August 2013
Wipro Technologies December 2012 - February 2013
Credit Suisse Private Banking November 2009 - November 2012
Credit Suisse Private Banking November 2006 - July 2009
Wipro March 2005 - October 2006
Skills
Java Enterprise Edition, Software Development, EJB, Java, Web Services, JSF, AngularJS, RESTful WebServices, ElasticSearch, dropwizard, Gatling Stress Testing, NoSQL, SDLC, Subversion, SOAP, CVS, Solaris, Agile Methodologies, JPA, Unix Shell Scripting, Testing, Spring, Requirements Analysis, Weblogic, Workflow, Red Hat Linux, Payments, Securities, TIBCO Rendezvous, Perl, DevOps, Spring Framework, Language R, Spring MVC, Shell Scripting
Education
Maharishi University of Management 2015 — 2017
Master’s Degree, Computer Science
Jawaharlal Nehru Technological University 1999 — 2003
B. Tech, Computer Science, Information Technology
Vidyarthi Junior College 1997 — 1999
Secondary Higher Education, Mathematics, Physics and Chemistry, A
Kings english medium school 1989 — 1997
High School
Dan Stockalper Dan Stockalper's Credit Suisse - Private Banking Experience November 1986 - September 2000
Job Managing Director at Property Income Advisors, Inc.
Industry Investment Management
Experience
Property Income Advisors, Inc. June 2012 - Present
Securinvest Consultants, Inc. August 2003 - Present
Capital Management House September 2005 - October 2007
Ahli United Bank, Kuwait September 2000 - October 2002
Credit Suisse Private Banking November 1986 - September 2000
Skills
Asset Management, Private Equity, Investments, Alternative Investments, Real Estate, Hedge Funds, Business Strategy, Financial Analysis, Portfolio Management, Equities, Emerging Markets, Management, Private Banking, Asset Allocation, Investment Properties, Fixed Income, Accounting, Executive Management
Education
National University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance & Banking
Mira Costa College 1974 — 1976
Associate of Arts (A.A.), Business Administration
Property Income Advisors, Inc. June 2012 - Present
Securinvest Consultants, Inc. August 2003 - Present
Capital Management House September 2005 - October 2007
Ahli United Bank, Kuwait September 2000 - October 2002
Credit Suisse Private Banking November 1986 - September 2000
Skills
Asset Management, Private Equity, Investments, Alternative Investments, Real Estate, Hedge Funds, Business Strategy, Financial Analysis, Portfolio Management, Equities, Emerging Markets, Management, Private Banking, Asset Allocation, Investment Properties, Fixed Income, Accounting, Executive Management
Education
National University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance & Banking
Mira Costa College 1974 — 1976
Associate of Arts (A.A.), Business Administration
Kelly Sherman Reynolds Kelly Sherman Reynolds's Credit Suisse - Private Banking Experience October 2008 - November 2011
Job Designer / Owner Ridiculous Redhead Design, LLC
Industry Design
Experience
Ridiculous Redhead Design, LLC 2011 - Present
Credit Suisse Private Banking October 2008 - November 2011
Lehman Brothers Inc January 2001 - January 2008
First Union Securities January 2000 - January 2001
PaineWebber April 2000 - November 2000
Country Lane Farm January 1999 - January 2000
Skills
Management, Finance, Customer Service, Equities, Microsoft Office, Account Management, Microsoft Excel, Microsoft Word, Financial Analysis, PowerPoint, Fixed Income, Social Media, Investments, Process Improvement, Business Development
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration, Management
Ridiculous Redhead Design, LLC 2011 - Present
Credit Suisse Private Banking October 2008 - November 2011
Lehman Brothers Inc January 2001 - January 2008
First Union Securities January 2000 - January 2001
PaineWebber April 2000 - November 2000
Country Lane Farm January 1999 - January 2000
Skills
Management, Finance, Customer Service, Equities, Microsoft Office, Account Management, Microsoft Excel, Microsoft Word, Financial Analysis, PowerPoint, Fixed Income, Social Media, Investments, Process Improvement, Business Development
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration, Management
James Cannon James Cannon's Credit Suisse - Private Banking Experience April 2006 - April 2011
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2011 - Present
Credit Suisse Private Banking April 2006 - April 2011
Bank of America March 2003 - April 2006
Merrill Lynch June 2001 - March 2003
EMC Capital March 1997 - January 2001
Futrex Trading 1996 - 1997
Skills
Investment Strategies, Fixed Income, Asset Allocation, Derivatives, Hedge Funds, Alternative Investments, Equities, Trading Systems
Education
De Paul University 1992 — 1994
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Loyola University of Chicago 1985 — 1990
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
J.P. Morgan May 2011 - Present
Credit Suisse Private Banking April 2006 - April 2011
Bank of America March 2003 - April 2006
Merrill Lynch June 2001 - March 2003
EMC Capital March 1997 - January 2001
Futrex Trading 1996 - 1997
Skills
Investment Strategies, Fixed Income, Asset Allocation, Derivatives, Hedge Funds, Alternative Investments, Equities, Trading Systems
Education
De Paul University 1992 — 1994
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Loyola University of Chicago 1985 — 1990
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Alexander Gloy Alexander Gloy's Credit Suisse - Private Banking Experience March 1997 - June 1998
Job Owner, Lighthouse Investment Management
Industry Investment Management
Experience
Lighthouse Investment Management June 2009 - Present
Sal. Oppenheim November 2006 - June 2009
Lombard Odier Darier Hentsch & Cie October 2000 - October 2006
Sal. Oppenheim January 1999 - September 2000
Credit Suisse Private Banking March 1997 - June 1998
Credit Suisse March 1996 - February 1997
Credit Suisse February 1995 - March 1996
Credit Suisse November 1994 - January 1995
Deutsche Bank September 1988 - July 1990
Skills
Equities, Derivatives, Currency, Gold, Hedge Funds, Asset Managment, Alternative Investments, Portfolio Management, Financial Markets, Investments, Asset Allocation, Fixed Income, Valuation, Securities, Asset Management, Investment Strategies, Trading, Equity Research, Economics
Education
1990 — 1994
Master, Business Administration
Gymnasium Blankenese 1977 — 1986
Lighthouse Investment Management June 2009 - Present
Sal. Oppenheim November 2006 - June 2009
Lombard Odier Darier Hentsch & Cie October 2000 - October 2006
Sal. Oppenheim January 1999 - September 2000
Credit Suisse Private Banking March 1997 - June 1998
Credit Suisse March 1996 - February 1997
Credit Suisse February 1995 - March 1996
Credit Suisse November 1994 - January 1995
Deutsche Bank September 1988 - July 1990
Skills
Equities, Derivatives, Currency, Gold, Hedge Funds, Asset Managment, Alternative Investments, Portfolio Management, Financial Markets, Investments, Asset Allocation, Fixed Income, Valuation, Securities, Asset Management, Investment Strategies, Trading, Equity Research, Economics
Education
1990 — 1994
Master, Business Administration
Gymnasium Blankenese 1977 — 1986
Scott MacAndrew Scott MacAndrew's Credit Suisse - Private Banking Experience 1997 - 1998
Job PROPRIETARY TRADER at Jones, Gable & Company Limited
Industry Financial Services
Experience
Jones, Gable & Company Limited 2015 - Present
www.stock-exchanges.com December 2012 - December 2014
W.D. Latimer Co. Ltd 2000 - 2012
Canada Trust Securities Inc 1998 - 2000
Credit Suisse Private Banking 1997 - 1998
Toronto Stock Exchange 1995 - 1997
Skills
Trading Strategies, Market Making, Investing, Technical Analysis, Fundamental Analysis, Arbitrage, Finding undervalued..., Mergers & Acquisitions..., Stock Exchange, Manage Client..., Investments, Commodity, Portfolio Management, Market Analysis, Risk Management, Capital Markets, Strategic Planning, Databases
Education
University of Guelph 1991 — 1995
Honours Bachelor of Commerce (B.Comm.), Finance, Graduated on Dean's List
Unionville High School 1986 — 1991
Jones, Gable & Company Limited 2015 - Present
www.stock-exchanges.com December 2012 - December 2014
W.D. Latimer Co. Ltd 2000 - 2012
Canada Trust Securities Inc 1998 - 2000
Credit Suisse Private Banking 1997 - 1998
Toronto Stock Exchange 1995 - 1997
Skills
Trading Strategies, Market Making, Investing, Technical Analysis, Fundamental Analysis, Arbitrage, Finding undervalued..., Mergers & Acquisitions..., Stock Exchange, Manage Client..., Investments, Commodity, Portfolio Management, Market Analysis, Risk Management, Capital Markets, Strategic Planning, Databases
Education
University of Guelph 1991 — 1995
Honours Bachelor of Commerce (B.Comm.), Finance, Graduated on Dean's List
Unionville High School 1986 — 1991
Jack Ingoldsby's Credit Suisse - Private Banking Experience July 1999 - October 2000
Job Consultant at Slalom Consulting
Industry Computer Software
Experience
Slalom Consulting November 2014 - Present
Apollonian Technology April 2014 - Present
Ernst & Young August 2012 - October 2014
Sungard September 2004 - July 2012
Amelia Financial Systems January 2000 - December 2001
Credit Suisse Private Banking July 1999 - October 2000
Gartmore Investment Management September 1997 - July 1999
State Street March 1996 - March 1997
Skills
Business Intelligence, Requirements Gathering, Risk Management, Analytics, SQL, Basel II, Business Analysis, Financial Modeling, Microsoft SQL Server, Data Warehousing, Requirements Analysis, Market Risk, Pre-sales, Equities, Microsoft Excel, ETL, Software Development, Financial Risk, Banking, Access, OLAP, Finance, Financial Research, Database Modeling, Performance Attribution, Pre-Sales Consulting, Data Integration, Teradata, Oracle SQL, Regulations, Performance Measurement, Visio, Microsoft Project, Scrum, Web-based Reporting, DOS, Windows NT, Unix, XML, Object Oriented Design, Factset, Training, SDLC, Software Implementation, Databases, Oracle, Analysis, Database Design, Mobile Applications
Education
OFSAA Training 2012 — 2012
Trinity College, Dublin 2011 — 2011
MA, Economics
Cardiff University / Prifysgol Caerdydd 2003 — 2004
Post Graduate Diploma, Systems Engineering
CFA Institute 1998 — 1998
Chartered Financial Analyst Level I, Finance
CFA Institute (UK) 1998 — 1998
Investment Management Certificate- Regulations and Markets Paper, Regulations
Trinity College, Dublin 1990 — 1994
Bachelor's degree, Economics
Slalom Consulting November 2014 - Present
Apollonian Technology April 2014 - Present
Ernst & Young August 2012 - October 2014
Sungard September 2004 - July 2012
Amelia Financial Systems January 2000 - December 2001
Credit Suisse Private Banking July 1999 - October 2000
Gartmore Investment Management September 1997 - July 1999
State Street March 1996 - March 1997
Skills
Business Intelligence, Requirements Gathering, Risk Management, Analytics, SQL, Basel II, Business Analysis, Financial Modeling, Microsoft SQL Server, Data Warehousing, Requirements Analysis, Market Risk, Pre-sales, Equities, Microsoft Excel, ETL, Software Development, Financial Risk, Banking, Access, OLAP, Finance, Financial Research, Database Modeling, Performance Attribution, Pre-Sales Consulting, Data Integration, Teradata, Oracle SQL, Regulations, Performance Measurement, Visio, Microsoft Project, Scrum, Web-based Reporting, DOS, Windows NT, Unix, XML, Object Oriented Design, Factset, Training, SDLC, Software Implementation, Databases, Oracle, Analysis, Database Design, Mobile Applications
Education
OFSAA Training 2012 — 2012
Trinity College, Dublin 2011 — 2011
MA, Economics
Cardiff University / Prifysgol Caerdydd 2003 — 2004
Post Graduate Diploma, Systems Engineering
CFA Institute 1998 — 1998
Chartered Financial Analyst Level I, Finance
CFA Institute (UK) 1998 — 1998
Investment Management Certificate- Regulations and Markets Paper, Regulations
Trinity College, Dublin 1990 — 1994
Bachelor's degree, Economics
Frank Donatelli Frank Donatelli's Credit Suisse - Private Banking Experience January 1998 - June 1998
Job IHC CCAR Project Manager at BNP Paribas
Industry Financial Services
Experience
Prospect 33 December 2013 - Present
Credit Suisse August 2013 - December 2013
Bank of America September 2008 - May 2013
Merrill Lynch June 1998 - September 2008
Credit Suisse Private Banking January 1998 - June 1998
BHF Securities March 1996 - January 1998
Societe Generale Securities June 1994 - March 1996
Skills
Fixed Income, Capital Markets, Derivatives, Credit Derivatives, Securities, Bonds, Basel II, Financial Risk, Credit Risk, Portfolio Management, Bloomberg, Operational Risk, Collateral Management, Middle Office, Swaps, Investment Banking, Trading Systems, Equities, Hedge Funds, Banking, Market Risk, Structured Products, Financial Services, Management, Back Office, Equity Derivatives, FX Options, Project Management
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1994
Bachelor's, Accounting
Prospect 33 December 2013 - Present
Credit Suisse August 2013 - December 2013
Bank of America September 2008 - May 2013
Merrill Lynch June 1998 - September 2008
Credit Suisse Private Banking January 1998 - June 1998
BHF Securities March 1996 - January 1998
Societe Generale Securities June 1994 - March 1996
Skills
Fixed Income, Capital Markets, Derivatives, Credit Derivatives, Securities, Bonds, Basel II, Financial Risk, Credit Risk, Portfolio Management, Bloomberg, Operational Risk, Collateral Management, Middle Office, Swaps, Investment Banking, Trading Systems, Equities, Hedge Funds, Banking, Market Risk, Structured Products, Financial Services, Management, Back Office, Equity Derivatives, FX Options, Project Management
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1994
Bachelor's, Accounting
Sebastien Bender Sebastien Bender's Credit Suisse - Private Banking Experience September 2001 - September 2004
Job MPAC Student at Seattle University
Industry Accounting
Experience
Seattle University January 2012 - Present
Parly Company SA October 2004 - September 2009
Credit Suisse Private Banking September 2001 - September 2004
Lombard Odier December 2000 - July 2001
Skills
Investment Management, Hedge Funds, Securities, Market Research, Client
Education
2012 — 2014
MPAC, Accounting and Business Valuation
Seattle University 2012 — 2014
Master of Professional Acct, Accounting
Université de Lausanne 1996 — 2000
Master of Science (M.Sc.), Investments and Securities
Seattle University January 2012 - Present
Parly Company SA October 2004 - September 2009
Credit Suisse Private Banking September 2001 - September 2004
Lombard Odier December 2000 - July 2001
Skills
Investment Management, Hedge Funds, Securities, Market Research, Client
Education
2012 — 2014
MPAC, Accounting and Business Valuation
Seattle University 2012 — 2014
Master of Professional Acct, Accounting
Université de Lausanne 1996 — 2000
Master of Science (M.Sc.), Investments and Securities
Jamie McKinley's Credit Suisse - Private Banking Experience September 2004 - September 2007
Job Institutional Equity Sales at Barclays Capital
Industry Financial Services
Experience
Barclays Capital July 2009 - Present
Barclays Capital June 2008 - August 2008
Credit Suisse Private Banking September 2004 - September 2007
Skills
Equities, Series 7, Series 63, Equity Research, Capital Markets, Financial Modeling, Options, Investments, Derivatives, Bloomberg, DCF, Financial Analysis, Investment Banking
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA with High Honors, Finance, Economics
Boston College 2000 — 2004
BS, Business Management (Finance)
The Branson School 1996 — 2000
Barclays Capital July 2009 - Present
Barclays Capital June 2008 - August 2008
Credit Suisse Private Banking September 2004 - September 2007
Skills
Equities, Series 7, Series 63, Equity Research, Capital Markets, Financial Modeling, Options, Investments, Derivatives, Bloomberg, DCF, Financial Analysis, Investment Banking
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA with High Honors, Finance, Economics
Boston College 2000 — 2004
BS, Business Management (Finance)
The Branson School 1996 — 2000
Alan Shanken's Credit Suisse - Private Banking Experience May 1995 - Present
Job Director at Credit Suisse Private Bank
Industry Financial Services
Experience
Credit Suisse - Private Banking May 1995 - Present
Lehman Brothers September 1988 - May 1995
EF Hutton 1985 - 1988
EF Hutton 1985 - 1988
Skills
Fixed Income, Business Development, Start-ups, Investments, Strategic Planning, Equities, Hedge Funds, Investment Banking, Management, Private Equity, Leadership, Portfolio Management, Strategy, Asset Management, Derivatives, Capital Markets, Financial Modeling, Special Situations, Wealth Management, Change Management
Education
University of Arizona 1978 — 1982
Bachelor of Science (B.S.), Finance, General
Credit Suisse - Private Banking May 1995 - Present
Lehman Brothers September 1988 - May 1995
EF Hutton 1985 - 1988
EF Hutton 1985 - 1988
Skills
Fixed Income, Business Development, Start-ups, Investments, Strategic Planning, Equities, Hedge Funds, Investment Banking, Management, Private Equity, Leadership, Portfolio Management, Strategy, Asset Management, Derivatives, Capital Markets, Financial Modeling, Special Situations, Wealth Management, Change Management
Education
University of Arizona 1978 — 1982
Bachelor of Science (B.S.), Finance, General
Lauren Vance's Credit Suisse - Private Banking Experience August 2013 - Present
Job Assistant Vice President, Wealth Advisor at Credit Suisse
Industry Financial Services
Experience
Credit Suisse - Private Banking August 2013 - Present
Credit Suisse - Private Banking September 2008 - August 2013
Lehman Brothers - Private Investment Management October 2006 - September 2008
Skills
Asset Allocation, Financial Markets, Investment Management, Risk Management, Securities, Strategy, Finance, Financial Analysis, Trading Systems, Options, Sales, Management, Equity Research, FINRA, Private Equity
Education
Princeton University 2002 — 2006
BS, Politics
Episcopal High School 2000 — 2002
Rockbridge County High School 1998 — 2000
Credit Suisse - Private Banking August 2013 - Present
Credit Suisse - Private Banking September 2008 - August 2013
Lehman Brothers - Private Investment Management October 2006 - September 2008
Skills
Asset Allocation, Financial Markets, Investment Management, Risk Management, Securities, Strategy, Finance, Financial Analysis, Trading Systems, Options, Sales, Management, Equity Research, FINRA, Private Equity
Education
Princeton University 2002 — 2006
BS, Politics
Episcopal High School 2000 — 2002
Rockbridge County High School 1998 — 2000
Josh Winkle's Credit Suisse - Private Banking Experience April 2005 - January 2007
Job Vice President Investment Banking, Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Securities March 2014 - Present
Wells Fargo Securites 2010 - March 2014
University of Virginia Darden School of Business July 2008 - May 2010
Shell Trading June 2009 - August 2009
Edge Capital Partners January 2007 - July 2008
Credit Suisse Private Banking April 2005 - January 2007
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers, Due Diligence, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
University of Kentucky 1999 — 2004
Bachelor of Arts (B.A.)
Ecole Superieur de Commerce-Dijon
Wells Fargo Securities March 2014 - Present
Wells Fargo Securites 2010 - March 2014
University of Virginia Darden School of Business July 2008 - May 2010
Shell Trading June 2009 - August 2009
Edge Capital Partners January 2007 - July 2008
Credit Suisse Private Banking April 2005 - January 2007
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers, Due Diligence, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
University of Kentucky 1999 — 2004
Bachelor of Arts (B.A.)
Ecole Superieur de Commerce-Dijon
Joellen Hornig's Credit Suisse - Private Banking Experience 1996 - 1998
Job HR Business Partner at ED&F Man
Industry Human Resources
Experience
Swiss Re October 2013 - November 2014
PartnerRe December 2010 - July 2013
Towers Watson 2008 - December 2010
Heineken 2003 - 2008
Spear Leeds & Kellogg, A Goldman Sachs Company 2000 - 2003
Mercer Management Consulting 1998 - 2000
Credit Suisse Private Banking 1996 - 1998
Skills
Succession Planning, Performance Management, Employee Benefits, Employee Relations, HRIS, Talent Acquisition, Employee Engagement, Human Resources
Education
Cornell University 1999 — 2001
HR Management Certification Program, Industrial & Labor Relations - Extension Program
New York University 1997 — 2001
Leadership & Human Capital Management
St. Lawrence University 1992 — 1996
BA, History (Major) Education (Minor)
The Ursuline School
Swiss Re October 2013 - November 2014
PartnerRe December 2010 - July 2013
Towers Watson 2008 - December 2010
Heineken 2003 - 2008
Spear Leeds & Kellogg, A Goldman Sachs Company 2000 - 2003
Mercer Management Consulting 1998 - 2000
Credit Suisse Private Banking 1996 - 1998
Skills
Succession Planning, Performance Management, Employee Benefits, Employee Relations, HRIS, Talent Acquisition, Employee Engagement, Human Resources
Education
Cornell University 1999 — 2001
HR Management Certification Program, Industrial & Labor Relations - Extension Program
New York University 1997 — 2001
Leadership & Human Capital Management
St. Lawrence University 1992 — 1996
BA, History (Major) Education (Minor)
The Ursuline School
Deepthi Anand's Credit Suisse - Private Banking Experience November 2012 - Present
Job Business Program Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse - Private Banking November 2012 - Present
Credit Suisse August 2010 - November 2012
Credit Suisse September 2007 - August 2010
University of Pittsburgh May 2004 - April 2006
Skills
Business Analysis, Management, Banking, Financial Services, Risk Management, Investment Banking, Equities, SDLC, Fixed Income, Business Process
Education
University of Pittsburgh
MS, Electrical Engineering
Credit Suisse - Private Banking November 2012 - Present
Credit Suisse August 2010 - November 2012
Credit Suisse September 2007 - August 2010
University of Pittsburgh May 2004 - April 2006
Skills
Business Analysis, Management, Banking, Financial Services, Risk Management, Investment Banking, Equities, SDLC, Fixed Income, Business Process
Education
University of Pittsburgh
MS, Electrical Engineering
Jeff Leonhardt's Credit Suisse - Private Banking Experience August 1999 - February 2001
Job Public School Teacher at Traverse City Area Public Schools
Industry Education Management
Experience
Traverse City Area Public Schools February 2000 - Present
Credit Suisse Private Banking August 1999 - February 2001
Lakeside Binlingual Dayschool Zurich August 1995 - July 1998
White Salmon School District August 1990 - June 1995
Bethel School District February 1988 - June 1990
Skills
Elementary Education, Curriculum Design, Educational Leadership, Curriculum Development, Teaching, Staff Development, Project-based, Public Speaking, Social Studies, Editing, Differentiated...
Education
Grand Valley State University 2002 — 2004
Certificate, School Administration
University of Oregon 1985 — 1988
MA, Education Curriculum and Instruction
Michigan State University 1978 — 1983
BA, Social Science Pre-Law
Traverse City Area Public Schools February 2000 - Present
Credit Suisse Private Banking August 1999 - February 2001
Lakeside Binlingual Dayschool Zurich August 1995 - July 1998
White Salmon School District August 1990 - June 1995
Bethel School District February 1988 - June 1990
Skills
Elementary Education, Curriculum Design, Educational Leadership, Curriculum Development, Teaching, Staff Development, Project-based, Public Speaking, Social Studies, Editing, Differentiated...
Education
Grand Valley State University 2002 — 2004
Certificate, School Administration
University of Oregon 1985 — 1988
MA, Education Curriculum and Instruction
Michigan State University 1978 — 1983
BA, Social Science Pre-Law
Ildiko Staben's Credit Suisse - Private Banking Experience May 2000 - February 2011
Job Executive Assistant at MH Ambulatory Services
Industry Health, Wellness and Fitness
Experience
Memorial Hermann Healthcare System July 2012 - Present
Credit Suisse May 2000 - February 2011
CREDIT SUISSE PRIVATE BANKING May 2000 - February 2011
CREDIT SUISSE INVESTMENT BANKING January 2000 - January 2008
Adecco Employment Services February 1999 - April 2000
ADECCO EMPLOYMENT SERVICES HEADQUARTERS January 1999 - January 2000
Skills
Travel Arrangements, Lotus Notes, Visio, Administrative..., Expense Management, Outlook, Vendor Management, Access, Microsoft Excel, Software Documentation, Financial Analysis, Office Management, Project Management, PowerPoint, Human Resources
Education
College of San Mateo
Memorial Hermann Healthcare System July 2012 - Present
Credit Suisse May 2000 - February 2011
CREDIT SUISSE PRIVATE BANKING May 2000 - February 2011
CREDIT SUISSE INVESTMENT BANKING January 2000 - January 2008
Adecco Employment Services February 1999 - April 2000
ADECCO EMPLOYMENT SERVICES HEADQUARTERS January 1999 - January 2000
Skills
Travel Arrangements, Lotus Notes, Visio, Administrative..., Expense Management, Outlook, Vendor Management, Access, Microsoft Excel, Software Documentation, Financial Analysis, Office Management, Project Management, PowerPoint, Human Resources
Education
College of San Mateo
Michael Ontell's Credit Suisse - Private Banking Experience July 2007 - April 2010
Job Associate at Morrison & Foerster LLP
Industry Law Practice
Experience
Morrison & Foerster LLP September 2013 - Present
Liddle & Robinson, L.L.P. May 2012 - August 2012
The District of New Jersey May 2011 - August 2011
Credit Suisse Private Banking July 2007 - April 2010
Skills
Securities, Litigation
Education
University of Michigan Law School 2010 — 2013
Juris Doctor (J.D.)
Cornell University 2003 — 2007
Bachelor’s Degree, Industrial and Labor Relations
American University of Paris 2006 — 2006
Morrison & Foerster LLP September 2013 - Present
Liddle & Robinson, L.L.P. May 2012 - August 2012
The District of New Jersey May 2011 - August 2011
Credit Suisse Private Banking July 2007 - April 2010
Skills
Securities, Litigation
Education
University of Michigan Law School 2010 — 2013
Juris Doctor (J.D.)
Cornell University 2003 — 2007
Bachelor’s Degree, Industrial and Labor Relations
American University of Paris 2006 — 2006