CreditSights Company
Industry: Company
DescriptionFounded: 2000 Subsidiaries: CreditSights Singapore, LLC, CreditSights Ltd., CreditSights Analytics, LLC
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CreditSights Employees
Employee
Years
Job
Industry
Kelly Anne Reynolds Kelly Anne Reynolds's CreditSights Experience May 2013 - March 2014
Job Student at Fordham University
Industry
Experience
CreditSights May 2013 - March 2014
Battery Park City Day Nursery March 2010 - June 2010
New York Athletic Club October 2006 - March 2007
Skills
History, Digital Photography, Microsoft Office, FileMaker, Social Media, Adobe Bridge, iPad, Image Editing, Adobe Creative Suite, Adobe Acrobat, Nikon, Windows 7, Mac OS X Server, Mac OS X Mountain Lion..., Modern History, Environmental Awareness, Wildlife Conservation, Marine Conservation
Education
Fordham University
History
Fairfield University 2010 — 2012
Undeclared
Marymount School of New York 1996 — 2010
High School
The Loomis Chaffee School 2007 — 2008
CreditSights May 2013 - March 2014
Battery Park City Day Nursery March 2010 - June 2010
New York Athletic Club October 2006 - March 2007
Skills
History, Digital Photography, Microsoft Office, FileMaker, Social Media, Adobe Bridge, iPad, Image Editing, Adobe Creative Suite, Adobe Acrobat, Nikon, Windows 7, Mac OS X Server, Mac OS X Mountain Lion..., Modern History, Environmental Awareness, Wildlife Conservation, Marine Conservation
Education
Fordham University
History
Fairfield University 2010 — 2012
Undeclared
Marymount School of New York 1996 — 2010
High School
The Loomis Chaffee School 2007 — 2008
Jeff Karcher's CreditSights Experience 2004 - 2006
Job
Industry Capital Markets
Experience
Janney Capital Markets March 2013 - June 2015
Knight Capital Group October 2010 - February 2013
RBC Capital Markets 2006 - 2010
CreditSights 2004 - 2006
Deutsche Bank 1999 - 2004
PaineWebber 1992 - 1998
PaineWebber 1992 - 1998
PaineWebber 1992 - 1998
Skills
Equity Research, Equities, Capital Markets, Bloomberg, Hedge Funds, Fixed Income, Portfolio Management, Investment Banking, Investments, Equity Valuation, Equity Trading, Alternative Investments, Business Development, ETFs, Securities, Institutional Sales, Series 7, Valuation
Education
Bay High School
University of Cincinnati
BBA, Finance
Janney Capital Markets March 2013 - June 2015
Knight Capital Group October 2010 - February 2013
RBC Capital Markets 2006 - 2010
CreditSights 2004 - 2006
Deutsche Bank 1999 - 2004
PaineWebber 1992 - 1998
PaineWebber 1992 - 1998
PaineWebber 1992 - 1998
Skills
Equity Research, Equities, Capital Markets, Bloomberg, Hedge Funds, Fixed Income, Portfolio Management, Investment Banking, Investments, Equity Valuation, Equity Trading, Alternative Investments, Business Development, ETFs, Securities, Institutional Sales, Series 7, Valuation
Education
Bay High School
University of Cincinnati
BBA, Finance
A.J. D'Apice A.J. D'Apice's CreditSights Experience August 2002 - November 2011
Job Senior Account Representative at Viola Risk Advisors, LLC
Industry Financial Services
Experience
Viola Risk Advisors, LLC January 2015 - Present
Morningstar April 2012 - October 2014
CreditSights August 2002 - November 2011
Andover Securities, Inc. 1998 - 2002
Gartner August 1992 - June 1998
Skills
Strategy, Sales, Equities, Customer Service, Business Development, Investments, New Business Development, Product Management, Fixed Income, Credit, Web Development, Financial Analysis, Credit Risk, Sales Management, Derivatives, Morningstar Direct, Financial Markets, Portfolio Management, Financial Services, Asset Management, Hedge Funds, Financial Modeling
Education
Fordham University 1987 — 1991
B.A., Economics
Pace University
M.S., Information Systems
Viola Risk Advisors, LLC January 2015 - Present
Morningstar April 2012 - October 2014
CreditSights August 2002 - November 2011
Andover Securities, Inc. 1998 - 2002
Gartner August 1992 - June 1998
Skills
Strategy, Sales, Equities, Customer Service, Business Development, Investments, New Business Development, Product Management, Fixed Income, Credit, Web Development, Financial Analysis, Credit Risk, Sales Management, Derivatives, Morningstar Direct, Financial Markets, Portfolio Management, Financial Services, Asset Management, Hedge Funds, Financial Modeling
Education
Fordham University 1987 — 1991
B.A., Economics
Pace University
M.S., Information Systems
Sydney Chun Sydney Chun's CreditSights Experience July 2015 - Present
Job Administrative Assistant
Industry Public Relations and Communications
Experience
Allen/Cooper Enterprises February 2015 - Present
CreditSights July 2015 - Present
FITZ & CO February 2015 - July 2015
Allen/Cooper Enterprises May 2013 - February 2015
Kepler Capital Markets January 2014 - August 2014
Dieu Donné February 2014 - May 2014
Guggenheim Museum September 2013 - December 2013
Allen/Cooper Enterprises September 2012 - April 2013
Colorado College August 2011 - May 2012
Colorado College August 2009 - August 2011
Skills
Mac, Microsoft Office, Social Media, Press Releases, WordPress, Editing, Research, Facebook, Art History, Photography, FileMaker, Proofreading, Media Relations, Public Relations, CisionPoint, Event Planning, Digital Photography, Raiser's Edge, Instagram, Twitter, Press Kits, Writing, PowerPoint, Adobe Acrobat, Dropbox, MailChimp, Tumblr, Photoshop, PC, OS X, Blogging, InDesign, ArtBase
Education
Colorado College 2008 — 2012
Bachelor of Arts (B.A.), Major - Art History, Minor - Environmental Studies
Emma Willard School 2004 — 2008
High School Diploma
Allen/Cooper Enterprises February 2015 - Present
CreditSights July 2015 - Present
FITZ & CO February 2015 - July 2015
Allen/Cooper Enterprises May 2013 - February 2015
Kepler Capital Markets January 2014 - August 2014
Dieu Donné February 2014 - May 2014
Guggenheim Museum September 2013 - December 2013
Allen/Cooper Enterprises September 2012 - April 2013
Colorado College August 2011 - May 2012
Colorado College August 2009 - August 2011
Skills
Mac, Microsoft Office, Social Media, Press Releases, WordPress, Editing, Research, Facebook, Art History, Photography, FileMaker, Proofreading, Media Relations, Public Relations, CisionPoint, Event Planning, Digital Photography, Raiser's Edge, Instagram, Twitter, Press Kits, Writing, PowerPoint, Adobe Acrobat, Dropbox, MailChimp, Tumblr, Photoshop, PC, OS X, Blogging, InDesign, ArtBase
Education
Colorado College 2008 — 2012
Bachelor of Arts (B.A.), Major - Art History, Minor - Environmental Studies
Emma Willard School 2004 — 2008
High School Diploma
Lindsay Pacia's CreditSights Experience August 2011 - Present
Job Credit Research Analyst at CreditSights
Industry Financial Services
Experience
CreditSights August 2011 - Present
Skills
Bloomberg, Capital Markets, Fixed Income
Education
Boston College 2007 — 2010
Bachelor of Arts, Economics
CreditSights August 2011 - Present
Skills
Bloomberg, Capital Markets, Fixed Income
Education
Boston College 2007 — 2010
Bachelor of Arts, Economics
David Bren David Bren's CreditSights Experience 2004 - 2010
Job Vice President, Infomediary Analytics
Industry Capital Markets
Experience
GENPACT 2014 - Present
Early-stage disruptive technology startup 2014 - 2014
Fitch Solutions 2010 - 2013
Fitch Solutions 2010 - 2012
CreditSights 2004 - 2010
Moody's 2000 - 2004
Moody's 2000 - 2002
MSCI Barra 1996 - 2000
Fulbright Institute 1994 - 1994
Skills
Product Management, Product Development, Strategic Planning, Pricing, general management, M&A due diligence, Risk Management, Data Management, Fixed Income, Capital Markets, Portfolio Management, Equities, Derivatives, Quantitative Analytics, Credit Risk, Analytics, Due Diligence, Securitization, Financial Risk, Credit Analysis, Business Strategy, Structured Finance, Asset Management, Credit, Strategy, CRM, Start-ups, Emerging Markets, Structured Products, Financial Markets, Bonds, Bloomberg
Education
Pomona College 1989 — 1993
Bachelor's Degree, International Relations
University of California, San Diego 1994 — 1996
Master's Degree, International Relations and International Management
Fundacion Ortega y Gasset 1992 — 1992
Spanish Language and Literature, Latin American Political Economy
GENPACT 2014 - Present
Early-stage disruptive technology startup 2014 - 2014
Fitch Solutions 2010 - 2013
Fitch Solutions 2010 - 2012
CreditSights 2004 - 2010
Moody's 2000 - 2004
Moody's 2000 - 2002
MSCI Barra 1996 - 2000
Fulbright Institute 1994 - 1994
Skills
Product Management, Product Development, Strategic Planning, Pricing, general management, M&A due diligence, Risk Management, Data Management, Fixed Income, Capital Markets, Portfolio Management, Equities, Derivatives, Quantitative Analytics, Credit Risk, Analytics, Due Diligence, Securitization, Financial Risk, Credit Analysis, Business Strategy, Structured Finance, Asset Management, Credit, Strategy, CRM, Start-ups, Emerging Markets, Structured Products, Financial Markets, Bonds, Bloomberg
Education
Pomona College 1989 — 1993
Bachelor's Degree, International Relations
University of California, San Diego 1994 — 1996
Master's Degree, International Relations and International Management
Fundacion Ortega y Gasset 1992 — 1992
Spanish Language and Literature, Latin American Political Economy
Ruili (Molly) Liu Ruili (Molly) Liu's CreditSights Experience March 2014 - April 2014
Job Market Risk Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2014 - Present
Fordham University January 2014 - May 2014
CreditSights March 2014 - April 2014
FRIDSON VISION LLC October 2013 - March 2014
Arch Global Advisors October 2013 - December 2013
Fordham MSQF Program September 2013 - December 2013
MC Asset Management June 2013 - October 2013
Guodu Securities August 2011 - December 2011
China Merchants Securities June 2010 - August 2010
Skills
Mandarin, Matlab, Microsoft Excel, Economics, Statistics, VBA, Data Analysis, SPSS, Econometrics, SAS, Bloomberg, Stochastic Calculus, Marketing, Portfolio Management, Quantitative Finance, Bloomberg Terminal
Education
Fordham University 2012 — 2014
Master of Science (MS), Quantitative Finance
Central University of Finance and Economics 2008 — 2012
Bachelor of Science (BS), Financial Mathematics
High School Affiliated to Renmin University of China 2002 — 2008
High School Diploma
Credit Suisse May 2014 - Present
Fordham University January 2014 - May 2014
CreditSights March 2014 - April 2014
FRIDSON VISION LLC October 2013 - March 2014
Arch Global Advisors October 2013 - December 2013
Fordham MSQF Program September 2013 - December 2013
MC Asset Management June 2013 - October 2013
Guodu Securities August 2011 - December 2011
China Merchants Securities June 2010 - August 2010
Skills
Mandarin, Matlab, Microsoft Excel, Economics, Statistics, VBA, Data Analysis, SPSS, Econometrics, SAS, Bloomberg, Stochastic Calculus, Marketing, Portfolio Management, Quantitative Finance, Bloomberg Terminal
Education
Fordham University 2012 — 2014
Master of Science (MS), Quantitative Finance
Central University of Finance and Economics 2008 — 2012
Bachelor of Science (BS), Financial Mathematics
High School Affiliated to Renmin University of China 2002 — 2008
High School Diploma
Bryce Ruggieri's CreditSights Experience July 2007 - August 2008
Job Commercial Banking Relationship Manager at Lafayette Ambassador Bank
Industry Financial Services
Experience
Lafayette Ambassador Bank July 2014 - Present
Wells Fargo August 2012 - July 2014
Wells Fargo September 2008 - August 2012
CreditSights July 2007 - August 2008
Skills
Investments, Financial Analysis, Commercial Banking, Credit Analysis, Credit, Financial Modeling, Fixed Income, Credit Risk, Debt, Banking, Sales, Relationship Management, Capital Markets, Finance, Asset Based Lending, Risk Management, Financial Services, Portfolio Management
Education
Liberty University 2003 — 2007
B.S., Finance
Parkland High School
Lafayette Ambassador Bank July 2014 - Present
Wells Fargo August 2012 - July 2014
Wells Fargo September 2008 - August 2012
CreditSights July 2007 - August 2008
Skills
Investments, Financial Analysis, Commercial Banking, Credit Analysis, Credit, Financial Modeling, Fixed Income, Credit Risk, Debt, Banking, Sales, Relationship Management, Capital Markets, Finance, Asset Based Lending, Risk Management, Financial Services, Portfolio Management
Education
Liberty University 2003 — 2007
B.S., Finance
Parkland High School
James Rank's CreditSights Experience March 2008 - March 2010
Job Chief Investment Officer at Aspire Advisors, LLC
Industry Financial Services
Experience
Aspire Advisors, LLC April 2012 - Present
Private Investor March 2010 - March 2012
CreditSights March 2008 - March 2010
Terragon Capital Management February 2007 - March 2008
Merrill Lynch January 2004 - February 2007
Education
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor's degree, Finance & Economics
Aspire Advisors, LLC April 2012 - Present
Private Investor March 2010 - March 2012
CreditSights March 2008 - March 2010
Terragon Capital Management February 2007 - March 2008
Merrill Lynch January 2004 - February 2007
Education
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor's degree, Finance & Economics
Steve Silhan Steve Silhan's CreditSights Experience February 2006 - Present
Job Sr. Sales and Business Development Manager at CreditSights
Industry Financial Services
Experience
CreditSights February 2006 - Present
CreditSights June 2004 - February 2006
Skills
Capital Markets, New Business Development, Business Development, Sales, Business Strategy, Fixed Income, Long-term Customer..., Customer Insight, Sales Presentations, Customer Satisfaction
Education
Brown University 2000 — 2004
Bachelor of Arts (B.A.), Public and Private Sector Organizations
Xavier High School 1996 — 2000
CreditSights February 2006 - Present
CreditSights June 2004 - February 2006
Skills
Capital Markets, New Business Development, Business Development, Sales, Business Strategy, Fixed Income, Long-term Customer..., Customer Insight, Sales Presentations, Customer Satisfaction
Education
Brown University 2000 — 2004
Bachelor of Arts (B.A.), Public and Private Sector Organizations
Xavier High School 1996 — 2000
Atish Kakodkar's CreditSights Experience June 2009 - September 2010
Job Credit Market Specialist at Bloomberg LP
Industry Financial Services
Experience
Barclays August 2013 - November 2014
AnalytixInsight March 2011 - July 2013
CreditSights June 2009 - September 2010
Merrill Lynch January 2002 - April 2009
Merrill Lynch August 1997 - January 2002
Education
The University of Texas at Austin 1995 — 1997
MBA
North Carolina State University 1992 — 1994
MS
Indian Institute of Technology, Madras 1988 — 1992
B.Tech.
Barclays August 2013 - November 2014
AnalytixInsight March 2011 - July 2013
CreditSights June 2009 - September 2010
Merrill Lynch January 2002 - April 2009
Merrill Lynch August 1997 - January 2002
Education
The University of Texas at Austin 1995 — 1997
MBA
North Carolina State University 1992 — 1994
MS
Indian Institute of Technology, Madras 1988 — 1992
B.Tech.
Will Bolton's CreditSights Experience May 2013 - August 2013
Job Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
CreditSights May 2013 - August 2013
Skills
PowerPoint, Research, Microsoft Excel, Public Speaking, Economics, Data Analysis, Editing, Bloomberg
Education
Davidson College 2011 — 2015
BA Cum Laude, Economics, Honors Music
Groton School 2007 — 2011
Cum Laude
KeyBanc Capital Markets July 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
CreditSights May 2013 - August 2013
Skills
PowerPoint, Research, Microsoft Excel, Public Speaking, Economics, Data Analysis, Editing, Bloomberg
Education
Davidson College 2011 — 2015
BA Cum Laude, Economics, Honors Music
Groton School 2007 — 2011
Cum Laude
Mark Joseph's CreditSights Experience April 2015 - Present
Job Credit Research Analyst Oil & Gas at CreditSights
Industry Financial Services
Experience
CreditSights April 2015 - Present
Simmons & Company International April 2013 - February 2015
Millennium Partners October 2012 - April 2013
SkyView Investment Advisors May 2012 - September 2012
Four Springs Capital LLC September 2011 - December 2011
Merrill Lynch May 2010 - August 2010
Skills
SAS, R, SPSS, Microsoft Excel, Conceptual Modeling, Stochastic Calculus, GARCH, Bloomberg Terminal, Bloomberg, Quantitative Analytics, Financial Modeling, Quantitative Finance, Valuation, Series 7, Series 63, Series 87, Series 86
Education
Monmouth University 2011 — 2012
Master of Science, Financial Mathematics, 3.94/4.0
The College of New Jersey 2007 — 2011
Bachelor of Science, Finance, 3.6/4.0
CreditSights April 2015 - Present
Simmons & Company International April 2013 - February 2015
Millennium Partners October 2012 - April 2013
SkyView Investment Advisors May 2012 - September 2012
Four Springs Capital LLC September 2011 - December 2011
Merrill Lynch May 2010 - August 2010
Skills
SAS, R, SPSS, Microsoft Excel, Conceptual Modeling, Stochastic Calculus, GARCH, Bloomberg Terminal, Bloomberg, Quantitative Analytics, Financial Modeling, Quantitative Finance, Valuation, Series 7, Series 63, Series 87, Series 86
Education
Monmouth University 2011 — 2012
Master of Science, Financial Mathematics, 3.94/4.0
The College of New Jersey 2007 — 2011
Bachelor of Science, Finance, 3.6/4.0
Louise Purtle's CreditSights Experience March 2002 - Present
Job Chief Strategist at CreditSights
Industry Financial Services
Experience
CreditSights March 2002 - Present
Deutsche Bank January 2000 - March 2002
Deutsche Bank March 1995 - December 1999
Deutsche Bank Australia October 1993 - February 1995
Macquarie Bank January 1990 - August 1993
Macquarie Bank January 1985 - December 1989
Macquarie Bank October 1983 - December 1984
Skills
Bonds, Management Consulting, International Finance, Financial Markets, Fixed Income, Asset Management, Economics, Finance
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
CreditSights March 2002 - Present
Deutsche Bank January 2000 - March 2002
Deutsche Bank March 1995 - December 1999
Deutsche Bank Australia October 1993 - February 1995
Macquarie Bank January 1990 - August 1993
Macquarie Bank January 1985 - December 1989
Macquarie Bank October 1983 - December 1984
Skills
Bonds, Management Consulting, International Finance, Financial Markets, Fixed Income, Asset Management, Economics, Finance
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Jessica Hoffman Jessica Hoffman's CreditSights Experience April 2015 - August 2015
Job Software Quality Analyst at Hudl
Industry Mechanical or Industrial Engineering
Experience
Hudl August 2015 - Present
CreditSights April 2015 - August 2015
Integrated Liner Technologies October 2014 - March 2015
Judlau Contracting, Inc. May 2014 - September 2014
Rensselaer Polytechnic Institute August 2013 - May 2014
Ben & Jerry's October 2011 - May 2014
RenXchange September 2011 - May 2014
Procter & Gamble May 2013 - August 2013
Relationship Science June 2012 - August 2012
Rensselaer Polytechnic Institute May 2012 - August 2012
Skills
Team Leadership, Project Management, Data Analysis, Engineering, Microsoft Word, Supervisory Skills, Teamwork, Microsoft Excel, Matlab, Microsoft Office, Stata, Logistics, Process Improvement, PowerPoint, Arena Simulation..., Manufacturing..., Management, Operations Management, Leadership, Product Design, Customer Service, Prezi, Analysis, Statistical Data..., R
Education
Rensselaer Polytechnic Institute 2010 — 2014
Bachelor's Degree, Industrial & Systems Engineering
South Amboy High School 2006 — 2010
Hudl August 2015 - Present
CreditSights April 2015 - August 2015
Integrated Liner Technologies October 2014 - March 2015
Judlau Contracting, Inc. May 2014 - September 2014
Rensselaer Polytechnic Institute August 2013 - May 2014
Ben & Jerry's October 2011 - May 2014
RenXchange September 2011 - May 2014
Procter & Gamble May 2013 - August 2013
Relationship Science June 2012 - August 2012
Rensselaer Polytechnic Institute May 2012 - August 2012
Skills
Team Leadership, Project Management, Data Analysis, Engineering, Microsoft Word, Supervisory Skills, Teamwork, Microsoft Excel, Matlab, Microsoft Office, Stata, Logistics, Process Improvement, PowerPoint, Arena Simulation..., Manufacturing..., Management, Operations Management, Leadership, Product Design, Customer Service, Prezi, Analysis, Statistical Data..., R
Education
Rensselaer Polytechnic Institute 2010 — 2014
Bachelor's Degree, Industrial & Systems Engineering
South Amboy High School 2006 — 2010
Wlajimir (Jimmy) Alexis Wlajimir (Jimmy) Alexis's CreditSights Experience May 2012 - August 2012
Job Cybersecurity Consultant at Ernst & Young
Industry Management Consulting
Experience
EY June 2015 - Present
Invitation Homes June 2014 - August 2014
A.P. Stoneworks & Masonry LLC June 2013 - August 2014
Invitation homes LP -Blackstone August 2013 - June 2014
CreditSights May 2012 - August 2012
Priority Capital Management August 2011 - December 2011
Johns Hopkins University, Center for Talented Youth June 2011 - July 2011
Hamilton College January 2011 - May 2011
Skills
Credit Research Analysis, Programming, Probability Theory, Microsoft Excel, Research, Credit Rating, Financial Analysis, Microsoft Office, Stata, Economics, PowerPoint, Financial Modeling, Analysis, Data Analysis, Bloomberg, Investments, Quantitative Analytics, SPSS, Statistics, Bonds, High Yield, Microsoft Word, Valuation
Education
The Johns Hopkins University 2014 — 2015
Master's Degree, Security Informatics
Hamilton College 2009 — 2013
Bachelor of Arts, Economics and Computer Science
Samuel W. Wolfson Senior High School
EY June 2015 - Present
Invitation Homes June 2014 - August 2014
A.P. Stoneworks & Masonry LLC June 2013 - August 2014
Invitation homes LP -Blackstone August 2013 - June 2014
CreditSights May 2012 - August 2012
Priority Capital Management August 2011 - December 2011
Johns Hopkins University, Center for Talented Youth June 2011 - July 2011
Hamilton College January 2011 - May 2011
Skills
Credit Research Analysis, Programming, Probability Theory, Microsoft Excel, Research, Credit Rating, Financial Analysis, Microsoft Office, Stata, Economics, PowerPoint, Financial Modeling, Analysis, Data Analysis, Bloomberg, Investments, Quantitative Analytics, SPSS, Statistics, Bonds, High Yield, Microsoft Word, Valuation
Education
The Johns Hopkins University 2014 — 2015
Master's Degree, Security Informatics
Hamilton College 2009 — 2013
Bachelor of Arts, Economics and Computer Science
Samuel W. Wolfson Senior High School
Sophie Dillman's CreditSights Experience June 2011 - August 2011
Job Client Onboarding Specialist
Industry Online Media
Experience
Voice Media Group October 2011 - July 2014
CreditSights June 2011 - August 2011
Kingsley Pines Summer Camp May 2010 - August 2010
The Harvard Common Press May 2009 - November 2009
The Portland Museum of Art June 2008 - August 2008
Skills
Editing, Research, Blogging, Google Analytics, Social Media, Copy Editing, Publicity, Facebook, Press Releases, Business Acumen, Marketing, PowerPoint, Microsoft Excel, Content Management
Education
Parsons The New School for Design 2014 — 2015
Graduate Certificate, Business of Design
Boston College 2007 — 2010
College of Arts and Sciences; Bachelor of Arts, Major: English, Minor: International Studies, Magna Cum Laude
New York University 2006 — 2007
Liberal Studies Program
Greely High School 2002 — 2006
Voice Media Group October 2011 - July 2014
CreditSights June 2011 - August 2011
Kingsley Pines Summer Camp May 2010 - August 2010
The Harvard Common Press May 2009 - November 2009
The Portland Museum of Art June 2008 - August 2008
Skills
Editing, Research, Blogging, Google Analytics, Social Media, Copy Editing, Publicity, Facebook, Press Releases, Business Acumen, Marketing, PowerPoint, Microsoft Excel, Content Management
Education
Parsons The New School for Design 2014 — 2015
Graduate Certificate, Business of Design
Boston College 2007 — 2010
College of Arts and Sciences; Bachelor of Arts, Major: English, Minor: International Studies, Magna Cum Laude
New York University 2006 — 2007
Liberal Studies Program
Greely High School 2002 — 2006
David Reich David Reich's CreditSights Experience June 2004 - June 2006
Job Founder & CEO of Assured Labor, Inc.
Industry Wireless
Experience
Assured Labor, Inc. May 2008 - Present
Innosight June 2007 - August 2007
CreditSights June 2004 - June 2006
Sanford C. Bernstein April 2002 - June 2004
Accenture August 2000 - September 2001
Skills
Wireless, Mobile Applications, Mobile Media, Entrepreneurship, Mobile, Business Strategy, Financial Modeling, Start-ups, Product Marketing, Internet Entrepreneur, Emerging Markets, Recruiting, Mobile Devices, Strategy, Business Development, Social Entrepreneurship, Venture Capital, Mobile Technology, Digital Media, Corporate Development, Fundraising
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS
Assured Labor, Inc. May 2008 - Present
Innosight June 2007 - August 2007
CreditSights June 2004 - June 2006
Sanford C. Bernstein April 2002 - June 2004
Accenture August 2000 - September 2001
Skills
Wireless, Mobile Applications, Mobile Media, Entrepreneurship, Mobile, Business Strategy, Financial Modeling, Start-ups, Product Marketing, Internet Entrepreneur, Emerging Markets, Recruiting, Mobile Devices, Strategy, Business Development, Social Entrepreneurship, Venture Capital, Mobile Technology, Digital Media, Corporate Development, Fundraising
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS
Kristina Regan Kristina Regan's CreditSights Experience March 2015 - Present
Job Senior Corporate Bond Analyst at CreditSights
Industry Financial Services
Experience
CreditSights March 2015 - Present
Taylor, Cottrill LLC Investment Advisors January 2013 - February 2015
CreditSights April 2004 - December 2012
Hutchens Investment Management April 2000 - March 2004
Deutsche Bank March 1998 - March 2000
UBS Investment Bank July 1997 - November 1997
Skills
Investments, Fixed Income, Equity Research, Portfolio Management, Asset Allocation
Education
University of New Hampshire 1993 — 1997
BA, International Affairs and German
Northwood High School 1992 — 1993
CreditSights March 2015 - Present
Taylor, Cottrill LLC Investment Advisors January 2013 - February 2015
CreditSights April 2004 - December 2012
Hutchens Investment Management April 2000 - March 2004
Deutsche Bank March 1998 - March 2000
UBS Investment Bank July 1997 - November 1997
Skills
Investments, Fixed Income, Equity Research, Portfolio Management, Asset Allocation
Education
University of New Hampshire 1993 — 1997
BA, International Affairs and German
Northwood High School 1992 — 1993
Arnie Berman Arnie Berman's CreditSights Experience 2004 - 2005
Job
Industry Investment Management
Experience
Technology Focus Capital Management 2009 - Present
Cowen and Company 2005 - 2008
CreditSights 2004 - 2005
SoundView Technology Group 1990 - 2004
CIBC Wood Gundy (formerly Wood Gundy Corp.) 1987 - 1990
Scotia McLeod (formerly, McLeod Young Weir) 1985 - 1986
Mabon Nugent 1983 - 1986
Skills
Information Technology..., Investment Management, Portfolio Risk..., Equity Research, Financial Modeling, TMT Research Coordinator, Marketing, Regulatory Compliance, Institutional Sales, Investment Banking, Mergers, Venture Capital, Trading Systems, Public Speaking, Television, Magazine Columnist, Corporate Finance, Mergers & Acquisitions, Investments, Corporate Development, Equities, Private Equity, Trading, Due Diligence, Portfolio Management, Capital Markets, Hedge Funds, Asset Managment, Start-ups, IPO, Valuation, M&A experience, Alternative Investments, Bloomberg, Asset Management, Risk Management
Education
Brown University 1979 — 1983
Sc.B., Applied Mathematics - Economics, magna cum laude
Technology Focus Capital Management 2009 - Present
Cowen and Company 2005 - 2008
CreditSights 2004 - 2005
SoundView Technology Group 1990 - 2004
CIBC Wood Gundy (formerly Wood Gundy Corp.) 1987 - 1990
Scotia McLeod (formerly, McLeod Young Weir) 1985 - 1986
Mabon Nugent 1983 - 1986
Skills
Information Technology..., Investment Management, Portfolio Risk..., Equity Research, Financial Modeling, TMT Research Coordinator, Marketing, Regulatory Compliance, Institutional Sales, Investment Banking, Mergers, Venture Capital, Trading Systems, Public Speaking, Television, Magazine Columnist, Corporate Finance, Mergers & Acquisitions, Investments, Corporate Development, Equities, Private Equity, Trading, Due Diligence, Portfolio Management, Capital Markets, Hedge Funds, Asset Managment, Start-ups, IPO, Valuation, M&A experience, Alternative Investments, Bloomberg, Asset Management, Risk Management
Education
Brown University 1979 — 1983
Sc.B., Applied Mathematics - Economics, magna cum laude
Kishore Joshi's CreditSights Experience October 2014 - Present
Job Software Developer at CreditSights
Industry Computer Software
Experience
CreditSights October 2014 - Present
Something Digital June 2012 - October 2014
Redcats USA May 2011 - May 2012
FGI Risk Services September 2010 - May 2011
Development Center March 2009 - June 2010
Skills
C++, C#, ASP.NET, Visual Studio, SQL, Java, J2EE, Object Oriented Design, Requirements Analysis, MySQL, Objective-C, Servlets, Xcode, QTP, ASP.NET MVC, SharePoint, Silverlight, Microsoft SQL Server, JavaScript, Java Enterprise Edition, Eclipse
Education
New York University 2010 — 2012
Master of Science, Computer Science, 3.6
Devi Ahilya Vishwavidyalaya 2006 — 2010
Bachelor's Degree, Computer Science, 3.75
SICA 2004 — 2006
12th Grade, Physics, Maths and C++
CreditSights October 2014 - Present
Something Digital June 2012 - October 2014
Redcats USA May 2011 - May 2012
FGI Risk Services September 2010 - May 2011
Development Center March 2009 - June 2010
Skills
C++, C#, ASP.NET, Visual Studio, SQL, Java, J2EE, Object Oriented Design, Requirements Analysis, MySQL, Objective-C, Servlets, Xcode, QTP, ASP.NET MVC, SharePoint, Silverlight, Microsoft SQL Server, JavaScript, Java Enterprise Edition, Eclipse
Education
New York University 2010 — 2012
Master of Science, Computer Science, 3.6
Devi Ahilya Vishwavidyalaya 2006 — 2010
Bachelor's Degree, Computer Science, 3.75
SICA 2004 — 2006
12th Grade, Physics, Maths and C++
Thu Quach Thu Quach's CreditSights Experience May 2012 - January 2014
Job MBA, CAlA, CFA Level III Candidate
Industry Financial Services
Experience
University of Massachusetts Amherst August 2015 - Present
University of Massachusetts Amherst September 2012 - May 2014
CreditSights May 2012 - January 2014
J.P. Morgan June 2011 - August 2011
Mount Holyoke College January 2009 - May 2011
Citi June 2010 - August 2010
Skills
Economics, Financial Modeling, Finance, Fixed Income, Languages: English,..., Data Analysis, Competitive Analysis, Quantitative Analytics, Microsoft Office, Research, Statistics, Valuation, Alternative Investments, Stata, Investments, Financial Analysis, Microsoft Excel, Bloomberg, Risk Management, Corporate Finance, Capital Markets, Market Research, Strategy, SQL, Matlab, Derivatives, Equities, VBA, PowerPoint, Public Speaking, SPSS
Education
Isenberg School of Management, UMass Amherst 2012 — 2014
Master of Business Administration (MBA), Finance, 3.95/4.00
Mount Holyoke College 2008 — 2012
B.A, Economics & Mathematics, Magna Cum Laude
Amherst College 2011 — 2011
Law and Economics
FLSS - Vietnam National University 2004 — 2007
University of Massachusetts Amherst August 2015 - Present
University of Massachusetts Amherst September 2012 - May 2014
CreditSights May 2012 - January 2014
J.P. Morgan June 2011 - August 2011
Mount Holyoke College January 2009 - May 2011
Citi June 2010 - August 2010
Skills
Economics, Financial Modeling, Finance, Fixed Income, Languages: English,..., Data Analysis, Competitive Analysis, Quantitative Analytics, Microsoft Office, Research, Statistics, Valuation, Alternative Investments, Stata, Investments, Financial Analysis, Microsoft Excel, Bloomberg, Risk Management, Corporate Finance, Capital Markets, Market Research, Strategy, SQL, Matlab, Derivatives, Equities, VBA, PowerPoint, Public Speaking, SPSS
Education
Isenberg School of Management, UMass Amherst 2012 — 2014
Master of Business Administration (MBA), Finance, 3.95/4.00
Mount Holyoke College 2008 — 2012
B.A, Economics & Mathematics, Magna Cum Laude
Amherst College 2011 — 2011
Law and Economics
FLSS - Vietnam National University 2004 — 2007
Eli Figdor Eli Figdor's CreditSights Experience October 2010 - March 2014
Job Credit Research Analyst at State Street
Industry Capital Markets
Experience
State Street July 2015 - Present
5YJ Co-operative March 2013 - Present
CreditSights October 2010 - March 2014
Agilo Limited (Hedge Fund) January 2008 - April 2008
Grant Thornton International (Israel office) August 2005 - July 2007
Skills
Fixed Income Research, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Private Equity, Capital Markets, Investment Banking, Due Diligence, Investments, Equity Research, Equities, Hedge Funds, Fixed Income, Bloomberg, Derivatives
Education
University College London, U. of London 2007 — 2010
LLB, Law
Yeshiva University 2001 — 2005
BSc, Finance
State Street July 2015 - Present
5YJ Co-operative March 2013 - Present
CreditSights October 2010 - March 2014
Agilo Limited (Hedge Fund) January 2008 - April 2008
Grant Thornton International (Israel office) August 2005 - July 2007
Skills
Fixed Income Research, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Private Equity, Capital Markets, Investment Banking, Due Diligence, Investments, Equity Research, Equities, Hedge Funds, Fixed Income, Bloomberg, Derivatives
Education
University College London, U. of London 2007 — 2010
LLB, Law
Yeshiva University 2001 — 2005
BSc, Finance
Thomas Barone Thomas Barone's CreditSights Experience June 2008 - August 2008
Job Marketing Director at Loeb Enterprises
Industry Marketing and Advertising
Experience
Loeb Enterprises July 2012 - Present
RR Donnelley August 2010 - July 2012
Convergent Wealth Advisors January 2010 - March 2010
Cape Venture Partners August 2009 - November 2009
CreditSights June 2008 - August 2008
Skills
Market Research, PowerPoint, Research, Online Marketing, Microsoft Excel, CRM, Sales, Business Planning, Business Strategy, Analysis, New Business Development, Photoshop, Integrated Marketing, Business Development, Project Management, Presentations, Adobe Creative Suite, Product Development, Email Marketing, Marketing, Word, Online, Mathematics, Economics, Tableau, SQL, Product Management, Product Marketing
Education
University of Southern California 2006 — 2010
BS, Mathematics/Economics, 3.63
Loeb Enterprises July 2012 - Present
RR Donnelley August 2010 - July 2012
Convergent Wealth Advisors January 2010 - March 2010
Cape Venture Partners August 2009 - November 2009
CreditSights June 2008 - August 2008
Skills
Market Research, PowerPoint, Research, Online Marketing, Microsoft Excel, CRM, Sales, Business Planning, Business Strategy, Analysis, New Business Development, Photoshop, Integrated Marketing, Business Development, Project Management, Presentations, Adobe Creative Suite, Product Development, Email Marketing, Marketing, Word, Online, Mathematics, Economics, Tableau, SQL, Product Management, Product Marketing
Education
University of Southern California 2006 — 2010
BS, Mathematics/Economics, 3.63
Teymour Vahabzadeh's CreditSights Experience August 2012 - August 2012
Job Associate at Beaumont Partners
Industry Real Estate
Experience
Beaumont Partners January 2015 - Present
ONYX Partners 2014 - Present
evo Montréal March 2015 - August 2015
Tristar Group LLC June 2013 - August 2013
Relationship Science September 2012 - August 2013
Miles Howland & Co. LLC August 2012 - August 2012
CreditSights August 2012 - August 2012
Shaza Hotels August 2011 - August 2011
Peracon August 2010 - September 2010
Skills
Research, Social Media, Business Strategy, Marketing Strategy, Business Development, Public Speaking, Teamwork, Management, Leadership, Marketing
Education
Royal Holloway, University of London 2013 — 2016
Bryanston School 2010 — 2012
Business & Economics, Geography, French
The International School of Geneva 2008 — 2010
The Potomac School 2001 — 2008
Beaumont Partners January 2015 - Present
ONYX Partners 2014 - Present
evo Montréal March 2015 - August 2015
Tristar Group LLC June 2013 - August 2013
Relationship Science September 2012 - August 2013
Miles Howland & Co. LLC August 2012 - August 2012
CreditSights August 2012 - August 2012
Shaza Hotels August 2011 - August 2011
Peracon August 2010 - September 2010
Skills
Research, Social Media, Business Strategy, Marketing Strategy, Business Development, Public Speaking, Teamwork, Management, Leadership, Marketing
Education
Royal Holloway, University of London 2013 — 2016
Bryanston School 2010 — 2012
Business & Economics, Geography, French
The International School of Geneva 2008 — 2010
The Potomac School 2001 — 2008
Alex Jones's CreditSights Experience May 2008 - July 2008
Job Recruiting Consultant | LinkedIn Profile Optimization | Candidate Branding
Industry Staffing and Recruiting
Experience
HealthEast August 2015 - Present
Connected Inc. April 2015 - Present
MoneyGram International April 2015 - August 2015
Experis IT July 2011 - April 2015
C4 Technical Services October 2009 - July 2011
CreditSights May 2008 - July 2008
Skills
SAP, Information Technology, Project Management, Program Management, Thought Leadership, Recruiting, Applicant Tracking..., Technical Recruiting, Internet Recruiting, Benefits Negotiation, Contract Recruitment, Screening Resumes, Screening, Staffing Services, Talent Acquisition
Education
Gustavus Adolphus College 2006 — 2009
Bachelors, Communication Studies
Saint Paul Academy and Summit School 2001 — 2005
HealthEast August 2015 - Present
Connected Inc. April 2015 - Present
MoneyGram International April 2015 - August 2015
Experis IT July 2011 - April 2015
C4 Technical Services October 2009 - July 2011
CreditSights May 2008 - July 2008
Skills
SAP, Information Technology, Project Management, Program Management, Thought Leadership, Recruiting, Applicant Tracking..., Technical Recruiting, Internet Recruiting, Benefits Negotiation, Contract Recruitment, Screening Resumes, Screening, Staffing Services, Talent Acquisition
Education
Gustavus Adolphus College 2006 — 2009
Bachelors, Communication Studies
Saint Paul Academy and Summit School 2001 — 2005
Dan Ollquist Dan Ollquist's CreditSights Experience July 2010 - Present
Job Sales Associate at CreditSights
Industry Financial Services
Experience
CreditSights July 2010 - Present
Fidelity Capital Markets June 2009 - August 2009
Fidelity Capital Markets June 2008 - August 2008
Skills
Bloomberg, Hedge Funds, Financial Analysis, Microsoft Office, Investments
Education
Providence College 2006 — 2010
Lincoln-Sudbury Regional High School 2003 — 2006
CreditSights July 2010 - Present
Fidelity Capital Markets June 2009 - August 2009
Fidelity Capital Markets June 2008 - August 2008
Skills
Bloomberg, Hedge Funds, Financial Analysis, Microsoft Office, Investments
Education
Providence College 2006 — 2010
Lincoln-Sudbury Regional High School 2003 — 2006
Gregory A. Hulecki Gregory A. Hulecki's CreditSights Experience 2012 - Present
Job Managing Partner & Founder at FA Technology Ventures
Industry Venture Capital & Private Equity
Experience
FA Technology Ventures July 2000 - Present
Auterra, Inc. February 2006 - Present
CreditSights 2012 - Present
BinOptics November 2004 - December 2014
Autotask January 2012 - June 2014
Softricity July 2002 - November 2006
Concentrix Corporation June 2003 - June 2006
TPI Aviation January 1997 - August 2000
Xamax Industries 1998 - 2000
SBIC License 1994 - 2000
Skills
Venture Capital, Mergers, Corporate Development, Private Equity, Start-ups, Cleantech, M&A experience, Private Placements, Entrepreneurship, IPO, Due Diligence, Valuation, Emerging Markets, Investments, Business Valuation, Strategic Partnerships, Corporate Finance, Restructuring, Strategy, Novel Materials..., Financial Analysis, Portfolio Management, Strategic Planning, Angel Investing, Business Strategy, Executive Management, Business Modeling, Financial Modeling, Venture Financing, Mergers & Acquisitions
Education
Harvard Business School
MBA
Kettering University
Bachelors, Electrical Engineering
Mishawaka High School
FA Technology Ventures July 2000 - Present
Auterra, Inc. February 2006 - Present
CreditSights 2012 - Present
BinOptics November 2004 - December 2014
Autotask January 2012 - June 2014
Softricity July 2002 - November 2006
Concentrix Corporation June 2003 - June 2006
TPI Aviation January 1997 - August 2000
Xamax Industries 1998 - 2000
SBIC License 1994 - 2000
Skills
Venture Capital, Mergers, Corporate Development, Private Equity, Start-ups, Cleantech, M&A experience, Private Placements, Entrepreneurship, IPO, Due Diligence, Valuation, Emerging Markets, Investments, Business Valuation, Strategic Partnerships, Corporate Finance, Restructuring, Strategy, Novel Materials..., Financial Analysis, Portfolio Management, Strategic Planning, Angel Investing, Business Strategy, Executive Management, Business Modeling, Financial Modeling, Venture Financing, Mergers & Acquisitions
Education
Harvard Business School
MBA
Kettering University
Bachelors, Electrical Engineering
Mishawaka High School
Jessica B. Goldberg's CreditSights Experience June 2010 - August 2010
Job Associate Analyst at Conversant, Inc.
Industry Market Research
Experience
Conversant, Inc. September 2014 - Present
Nielsen July 2013 - June 2014
Nielsen June 2012 - August 2012
Silvercrest Asset Management June 2011 - August 2011
CreditSights June 2010 - August 2010
Skills
SQL, Analytics, Tableau, R programming, Microsoft Excel, Marketing, Market Research, Data Analysis, PowerPoint, Public Speaking, Research, SPSS, Social Media, Statistics, Event Planning, Customer Insight, Creative Problem Solving, Writing, Italian, Quantitative Research, Leadership, Event Management, Facebook, Editing, Analysis, Nielsen, Nielsen Data, Qualtrics, Consumer Behaviour, Critical Thinking, Microsoft Office, Microsoft Word, Strategy, Marketing Strategy, Digital Marketing, Marketing Research
Education
Washington University in St. Louis 2009 — 2013
BA, International Area Studies, Marketing
Boston University 2012 — 2012
Padua Italian Studies Program, Italian Language Immersion and International Affairs
Conversant, Inc. September 2014 - Present
Nielsen July 2013 - June 2014
Nielsen June 2012 - August 2012
Silvercrest Asset Management June 2011 - August 2011
CreditSights June 2010 - August 2010
Skills
SQL, Analytics, Tableau, R programming, Microsoft Excel, Marketing, Market Research, Data Analysis, PowerPoint, Public Speaking, Research, SPSS, Social Media, Statistics, Event Planning, Customer Insight, Creative Problem Solving, Writing, Italian, Quantitative Research, Leadership, Event Management, Facebook, Editing, Analysis, Nielsen, Nielsen Data, Qualtrics, Consumer Behaviour, Critical Thinking, Microsoft Office, Microsoft Word, Strategy, Marketing Strategy, Digital Marketing, Marketing Research
Education
Washington University in St. Louis 2009 — 2013
BA, International Area Studies, Marketing
Boston University 2012 — 2012
Padua Italian Studies Program, Italian Language Immersion and International Affairs
Charles Johnston Charles Johnston's CreditSights Experience September 2014 - Present
Job Analyst MLPs & Coal Producers at CreditSights
Industry Financial Services
Experience
CreditSights September 2014 - Present
CreditSights November 2012 - September 2014
Telsey Advisory Group June 2012 - November 2012
ASG Capital May 2009 - August 2009
Skills
Financial Modeling, Equity Research, Corporate Finance, Valuation, Report Writing, Factset, Equity Valuation, Credit Analysis, Fixed Income Research, Energy, Investment Analysis, Financial Statement..., Fundamental Analysis, Midstream, Industry Research, Bloomberg, Capital Markets, Fixed Income, Power Generation, Natural Gas
Education
Florida International University
Master of Science, Finance
University of Central Florida
Bachelor of Science, Business Administration; Finance
CreditSights September 2014 - Present
CreditSights November 2012 - September 2014
Telsey Advisory Group June 2012 - November 2012
ASG Capital May 2009 - August 2009
Skills
Financial Modeling, Equity Research, Corporate Finance, Valuation, Report Writing, Factset, Equity Valuation, Credit Analysis, Fixed Income Research, Energy, Investment Analysis, Financial Statement..., Fundamental Analysis, Midstream, Industry Research, Bloomberg, Capital Markets, Fixed Income, Power Generation, Natural Gas
Education
Florida International University
Master of Science, Finance
University of Central Florida
Bachelor of Science, Business Administration; Finance
Cole Callahan's CreditSights Experience June 2012 - Present
Job Credit Analyst at CreditSights
Industry Financial Services
Experience
CreditSights June 2012 - Present
Macalester College January 2013 - Present
Axam Attorney at Law May 2009 - May 2011
American Pool Service May 2007 - August 2010
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Spanish, Econometrics, Social Media, Economics, French, Customer Service, SPSS, Statistics, English, Stata, Data Analysis
Education
Macalester College 2009 — 2013
Bachelor of Arts, Psychology, Economics
CreditSights June 2012 - Present
Macalester College January 2013 - Present
Axam Attorney at Law May 2009 - May 2011
American Pool Service May 2007 - August 2010
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Spanish, Econometrics, Social Media, Economics, French, Customer Service, SPSS, Statistics, English, Stata, Data Analysis
Education
Macalester College 2009 — 2013
Bachelor of Arts, Psychology, Economics
Stephen Sikora's CreditSights Experience October 2014 - Present
Job Research Analyst at CreditSights
Industry Financial Services
Experience
CreditSights October 2014 - Present
The Heights, Inc. November 2011 - May 2014
Hartford Investment Management June 2013 - August 2013
Bleacher Report June 2012 - January 2013
Skills
Stata, Sports Writing, Statistical Modeling, Sports, Strategy, Storytelling, Leadership, Writing
Education
Boston College 2010 — 2014
B.S., Economics & Finance, Minor in Philosophy
Lewis S. Mills High School 2006 — 2010
CreditSights October 2014 - Present
The Heights, Inc. November 2011 - May 2014
Hartford Investment Management June 2013 - August 2013
Bleacher Report June 2012 - January 2013
Skills
Stata, Sports Writing, Statistical Modeling, Sports, Strategy, Storytelling, Leadership, Writing
Education
Boston College 2010 — 2014
B.S., Economics & Finance, Minor in Philosophy
Lewis S. Mills High School 2006 — 2010
Rick Arruzza Rick Arruzza's CreditSights Experience January 2005 - November 2006
Job Financial Editor/Author at Sparky's Adventures
Industry Financial Services
Experience
Sparky's Adventures September 2003 - Present
Kaupthing Bank January 2008 - October 2008
CreditSights January 2005 - November 2006
Schwab Soundview Capital Markets July 1992 - October 2004
SoundView Technology Group 1992 - 2004
Gartner 1990 - 1992
Skills
Equity Research, Editing, Equities, Trading Systems, Hedge Funds, Analysis, Capital Markets, Finance, Investments, Valuation, Series 7, Financial Markets, Private Equity, Bloomberg, Investment Banking, Management
Education
Syracuse University 1979 — 1982
BS, Newspaper Journalism/English
Sparky's Adventures September 2003 - Present
Kaupthing Bank January 2008 - October 2008
CreditSights January 2005 - November 2006
Schwab Soundview Capital Markets July 1992 - October 2004
SoundView Technology Group 1992 - 2004
Gartner 1990 - 1992
Skills
Equity Research, Editing, Equities, Trading Systems, Hedge Funds, Analysis, Capital Markets, Finance, Investments, Valuation, Series 7, Financial Markets, Private Equity, Bloomberg, Investment Banking, Management
Education
Syracuse University 1979 — 1982
BS, Newspaper Journalism/English
Seong-Min Kim's CreditSights Experience July 2005 - September 2006
Job
Industry Venture Capital & Private Equity
Experience
Chegg Inc. June 2015 - Present
Silver Lake March 2010 - July 2012
Fenway Partners, LLC August 2008 - February 2010
Banc of America Securities LLC September 2006 - June 2008
CreditSights July 2005 - September 2006
Skills
Private Equity, M&A due diligence, Restructuring, Growth Capital, Buyouts, High Yield, LBO, Due Diligence, Valuation, Investment Banking, Mergers, Mergers & Acquisitions, Venture Capital, Strategy, Financial Analysis, Start-ups, Equities, Portfolio Management, Investments, Finance, Corporate Development, Corporate Finance, Emerging Markets, Financial Modeling, Hedge Funds, Leveraged Finance, Acquisitions, Alternative Investments, Capital Markets, IPO, Investor Relations, M&A experience, Bloomberg, Business Valuation, Fixed Income, Equity Research, Financial Structuring, Equity Valuation, Private Placements, Investment Management, DCF, Analysis, Business Strategy
Education
MIT Sloan School of Management 2012 — 2014
MBA Candidate
Massachusetts Institute of Technology 2001 — 2005
BS
Chegg Inc. June 2015 - Present
Silver Lake March 2010 - July 2012
Fenway Partners, LLC August 2008 - February 2010
Banc of America Securities LLC September 2006 - June 2008
CreditSights July 2005 - September 2006
Skills
Private Equity, M&A due diligence, Restructuring, Growth Capital, Buyouts, High Yield, LBO, Due Diligence, Valuation, Investment Banking, Mergers, Mergers & Acquisitions, Venture Capital, Strategy, Financial Analysis, Start-ups, Equities, Portfolio Management, Investments, Finance, Corporate Development, Corporate Finance, Emerging Markets, Financial Modeling, Hedge Funds, Leveraged Finance, Acquisitions, Alternative Investments, Capital Markets, IPO, Investor Relations, M&A experience, Bloomberg, Business Valuation, Fixed Income, Equity Research, Financial Structuring, Equity Valuation, Private Placements, Investment Management, DCF, Analysis, Business Strategy
Education
MIT Sloan School of Management 2012 — 2014
MBA Candidate
Massachusetts Institute of Technology 2001 — 2005
BS
Ka Lai (Florence) Ho's CreditSights Experience April 2008 - October 2010
Job President at China Business Watch
Industry Financial Services
Experience
China Business Watch April 2011 - Present
CreditSights April 2008 - October 2010
CreditSights April 2008 - October 2010
CreditSights March 2007 - March 2008
CreditSights February 2004 - March 2008
UBS Investment Bank/PaineWebber Incorporated March 2003 - May 2003
Baruch College October 2000 - May 2003
Department of Investigation June 2002 - August 2002
Vault.com March 2002 - June 2002
Skills
Microsoft Excel, Financial Modeling, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Accounting
Nyack College
China Business Watch April 2011 - Present
CreditSights April 2008 - October 2010
CreditSights April 2008 - October 2010
CreditSights March 2007 - March 2008
CreditSights February 2004 - March 2008
UBS Investment Bank/PaineWebber Incorporated March 2003 - May 2003
Baruch College October 2000 - May 2003
Department of Investigation June 2002 - August 2002
Vault.com March 2002 - June 2002
Skills
Microsoft Excel, Financial Modeling, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Accounting
Nyack College
Joey Bortfeld's CreditSights Experience February 2005 - Present
Job Quantitative Analyst at CreditSights
Industry Financial Services
Experience
CreditSights February 2005 - Present
CreditSights February 2005 - Present
Skills
Default Probability..., Quantitative Credit..., Structured Credit: CDS..., Simulations: Monte Carlo, Predictive Modeling, Stata, Matlab, Python, Machine Learning
Education
Georgia Institute of Technology 2015 — 2017
Master's Degree, Computer Science
New York University 2000 — 2004
BA, Economics, Politics, Math (minor), Cum Laude
Certificate in Quantitative Finance 2011 — 2012
Certification, Mathematical and Computational Finance, NA
CreditSights February 2005 - Present
CreditSights February 2005 - Present
Skills
Default Probability..., Quantitative Credit..., Structured Credit: CDS..., Simulations: Monte Carlo, Predictive Modeling, Stata, Matlab, Python, Machine Learning
Education
Georgia Institute of Technology 2015 — 2017
Master's Degree, Computer Science
New York University 2000 — 2004
BA, Economics, Politics, Math (minor), Cum Laude
Certificate in Quantitative Finance 2011 — 2012
Certification, Mathematical and Computational Finance, NA
Rashedul Din's CreditSights Experience August 2007 - April 2008
Job
Industry Financial Services
Experience
Din Ventures, LLC August 2011 - Present
Andes Capital Group, LLC April 2009 - August 2011
CreditSights August 2007 - April 2008
RiverGlass Inc. October 2005 - April 2007
Accenture August 2000 - August 2005
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Emerging Markets, Management Consulting, Investment Banking, Business Strategy, Business Development, Capital Markets, Private Equity, Equities, Fixed Income, Asset Management, Entrepreneurship, Start-ups, Business Analysis, Equity Research, Portfolio Management, Business Planning, Venture Capital, Securities, Mergers & Acquisitions, Alternative Investments, Hedge Funds, Strategy, Executive Management, Finance, Investments, Social Media, Social Networking
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2007
MBA, Finance
University of Illinois at Chicago 1996 — 2000
BS, Electrical Engineering
Din Ventures, LLC August 2011 - Present
Andes Capital Group, LLC April 2009 - August 2011
CreditSights August 2007 - April 2008
RiverGlass Inc. October 2005 - April 2007
Accenture August 2000 - August 2005
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Emerging Markets, Management Consulting, Investment Banking, Business Strategy, Business Development, Capital Markets, Private Equity, Equities, Fixed Income, Asset Management, Entrepreneurship, Start-ups, Business Analysis, Equity Research, Portfolio Management, Business Planning, Venture Capital, Securities, Mergers & Acquisitions, Alternative Investments, Hedge Funds, Strategy, Executive Management, Finance, Investments, Social Media, Social Networking
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2007
MBA, Finance
University of Illinois at Chicago 1996 — 2000
BS, Electrical Engineering
Giri Sekhar's CreditSights Experience April 2004 - December 2009
Job .
Industry Venture Capital & Private Equity
Experience
OnePIN, Inc. October 2005 - December 2009
Autotask May 2004 - December 2009
Creditsights April 2004 - December 2009
Mckinsey & Company 1996 - 2000
Corporate Decisions, Inc. 1987 - 1990
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Organizational Behavior
University of Pennsylvania 1987 — 1991
BAS/BSE, Material Science and Finance
OnePIN, Inc. October 2005 - December 2009
Autotask May 2004 - December 2009
Creditsights April 2004 - December 2009
Mckinsey & Company 1996 - 2000
Corporate Decisions, Inc. 1987 - 1990
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Organizational Behavior
University of Pennsylvania 1987 — 1991
BAS/BSE, Material Science and Finance
Sharon McGarvey's CreditSights Experience 2008 - 2010
Job
Industry Financial Services
Experience
DBRS 2005 - Present
CreditSights 2008 - 2010
DBRS 2005 - 2008
Merrill Lynch 2003 - 2005
WestLB 2000 - 2002
MetLife 1992 - 2000
Skills
Investments, Credit Analysis, Leveraged Finance, High Yield, Structured Finance, Fixed Income, Capital Markets, ABS, Securitization, Strucutured Credit/CLOs, Bloomberg, Private Placements, Hedge Funds, Loans, Portfolio Management, Equities, Valuation, Derivatives, Asset Management
Education
Georgetown University - The McDonough School of Business
BSBA, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University - Leonard N. Stern School of Business
M.B.A. Finance
DBRS 2005 - Present
CreditSights 2008 - 2010
DBRS 2005 - 2008
Merrill Lynch 2003 - 2005
WestLB 2000 - 2002
MetLife 1992 - 2000
Skills
Investments, Credit Analysis, Leveraged Finance, High Yield, Structured Finance, Fixed Income, Capital Markets, ABS, Securitization, Strucutured Credit/CLOs, Bloomberg, Private Placements, Hedge Funds, Loans, Portfolio Management, Equities, Valuation, Derivatives, Asset Management
Education
Georgetown University - The McDonough School of Business
BSBA, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University - Leonard N. Stern School of Business
M.B.A. Finance
Edi Selita's CreditSights Experience December 2007 - November 2011
Job Coldwell Banker Previews International
Industry Real Estate
Experience
Vanderbilt Avenue Asset Management February 2012 - September 2013
CreditSights December 2007 - November 2011
Skills
Bloomberg, Fixed Income
Education
Boston College 2003 — 2007
Vanderbilt Avenue Asset Management February 2012 - September 2013
CreditSights December 2007 - November 2011
Skills
Bloomberg, Fixed Income
Education
Boston College 2003 — 2007
Sam Ghanekar's CreditSights Experience January 2009 - Present
Job Senior Software Developer
Industry Financial Services
Experience
CreditSights January 2009 - Present
AllianceBernstein May 2007 - November 2008
Aquire Solutions January 2007 - May 2007
AllianceBernstein September 2004 - December 2006
EDS June 2000 - September 2004
computer task group June 1999 - June 2000
Telcordia Technologies May 1996 - June 1999
Skills
Microsoft SQL Server, C#, Agile Methodologies, ASP.NET, Web Applications, SDLC, JavaScript, T-SQL, SQL, jQuery, ASP.NET MVC, ASP.NET AJAX, Software Project..., Requirements Analysis
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2011
MBA
Rutgers University-New Brunswick 1993 — 1996
MS, Computer Engineering
Rutgers University-New Brunswick 1989 — 1993
BS, Electrical Engineering
CreditSights January 2009 - Present
AllianceBernstein May 2007 - November 2008
Aquire Solutions January 2007 - May 2007
AllianceBernstein September 2004 - December 2006
EDS June 2000 - September 2004
computer task group June 1999 - June 2000
Telcordia Technologies May 1996 - June 1999
Skills
Microsoft SQL Server, C#, Agile Methodologies, ASP.NET, Web Applications, SDLC, JavaScript, T-SQL, SQL, jQuery, ASP.NET MVC, ASP.NET AJAX, Software Project..., Requirements Analysis
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2011
MBA
Rutgers University-New Brunswick 1993 — 1996
MS, Computer Engineering
Rutgers University-New Brunswick 1989 — 1993
BS, Electrical Engineering
Karen Klapper's CreditSights Experience January 2010 - Present
Job Senior Analyst at CreditSights
Industry Financial Services
Experience
CreditSights January 2010 - Present
Harcourt Capital Group March 2009 - May 2009
Centerline September 2007 - November 2008
INVESCO 2005 - 2007
Prudential Financial September 2003 - May 2005
BMO Capital Markets 1993 - 2003
Bank of Montreal 1991 - 1993
Skills
Structured Finance, Portfolio Management, Hedge Funds, Capital Markets, Fixed Income, High Yield, Investments, Credit, Mergers & Acquisitions, Credit Analysis, Trading, Loans, Leveraged Finance, Finance
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
University of Pennsylvania
BS, Accounting / Finance
CreditSights January 2010 - Present
Harcourt Capital Group March 2009 - May 2009
Centerline September 2007 - November 2008
INVESCO 2005 - 2007
Prudential Financial September 2003 - May 2005
BMO Capital Markets 1993 - 2003
Bank of Montreal 1991 - 1993
Skills
Structured Finance, Portfolio Management, Hedge Funds, Capital Markets, Fixed Income, High Yield, Investments, Credit, Mergers & Acquisitions, Credit Analysis, Trading, Loans, Leveraged Finance, Finance
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
University of Pennsylvania
BS, Accounting / Finance
Andy DeVries's CreditSights Experience November 2002 - Present
Job Corporate Bond Analyst
Industry Oil & Energy
Experience
CreditSights November 2002 - Present
Credit Suisse January 2000 - November 2002
Education
Clemson University 1994 — 1998
Econ
Bond University 1996 — 1996
CreditSights November 2002 - Present
Credit Suisse January 2000 - November 2002
Education
Clemson University 1994 — 1998
Econ
Bond University 1996 — 1996
Leon Serfaty, CFA's CreditSights Experience October 2004 - November 2005
Job Senior Risk Officer at Chilton Investment Company
Industry Financial Services
Experience
Chilton Investment Company June 2010 - July 2015
MSCI Barra November 2005 - June 2010
CreditSights October 2004 - November 2005
Barra 2000 - 2004
HSBC/Republic National Bank of NY- Domestic Private Bank July 1998 - July 2000
Skills
Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Management, Alternative Investments, Bloomberg, Derivatives, Financial Modeling, Capital Markets, Investments, Valuation, Risk Management, Asset Allocation, Investment Strategies, Securities, Financial Risk, Market Risk, Mutual Funds, Financial Markets
Education
New York University 1993 — 1995
Bachelor of Arts (B.A.), Political Science
Chilton Investment Company June 2010 - July 2015
MSCI Barra November 2005 - June 2010
CreditSights October 2004 - November 2005
Barra 2000 - 2004
HSBC/Republic National Bank of NY- Domestic Private Bank July 1998 - July 2000
Skills
Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Management, Alternative Investments, Bloomberg, Derivatives, Financial Modeling, Capital Markets, Investments, Valuation, Risk Management, Asset Allocation, Investment Strategies, Securities, Financial Risk, Market Risk, Mutual Funds, Financial Markets
Education
New York University 1993 — 1995
Bachelor of Arts (B.A.), Political Science
Rob Haines's CreditSights Experience 2001 - Present
Job Sr Insurance Analyst CreditSights
Industry Financial Services
Experience
CreditSights 2001 - Present
Skills
Capital Markets, Fixed Income, Bloomberg, Financial Modeling, Valuation, Investments, Financial Analysis, Finance, Derivatives, Financial Markets, Bonds, Risk Management, Research, Credit Analysis, Hedge Funds, Portfolio Management, Equities, Investment Banking, Asset Management, Credit, Alternative Investments, Analysis, Corporate Finance, Trading
Education
Boston University 1998 — 2000
Master of Business Administration (M.B.A.)
Bucknell University 1990 — 1994
Bachelor's degree
CreditSights 2001 - Present
Skills
Capital Markets, Fixed Income, Bloomberg, Financial Modeling, Valuation, Investments, Financial Analysis, Finance, Derivatives, Financial Markets, Bonds, Risk Management, Research, Credit Analysis, Hedge Funds, Portfolio Management, Equities, Investment Banking, Asset Management, Credit, Alternative Investments, Analysis, Corporate Finance, Trading
Education
Boston University 1998 — 2000
Master of Business Administration (M.B.A.)
Bucknell University 1990 — 1994
Bachelor's degree
Fara Lupiano's CreditSights Experience January 2005 - May 2008
Job Director of Finance at Textbroker International
Industry Financial Services
Experience
Textbroker International September 2012 - Present
CreditSights January 2005 - May 2008
Education
University of Michigan 1985 — 1989
Textbroker International September 2012 - Present
CreditSights January 2005 - May 2008
Education
University of Michigan 1985 — 1989
Scott Sable's CreditSights Experience April 2008 - October 2009
Job Product Manager at Genentech
Industry Biotechnology
Experience
Genentech July 2015 - Present
Genentech October 2014 - June 2015
Genentech July 2012 - September 2014
Genentech May 2011 - August 2011
CreditSights April 2008 - October 2009
Ernst & Young September 2005 - March 2008
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Cornell University 2001 — 2005
Bachelor of Science, Industrial and Labor Relations
Genentech July 2015 - Present
Genentech October 2014 - June 2015
Genentech July 2012 - September 2014
Genentech May 2011 - August 2011
CreditSights April 2008 - October 2009
Ernst & Young September 2005 - March 2008
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Cornell University 2001 — 2005
Bachelor of Science, Industrial and Labor Relations
Zhiping (Ping) Zhao's CreditSights Experience 2003 - April 2014
Job CoFounder at 280 First, Inc
Industry Banking
Experience
280 First, Inc April 2014 - Present
CreditSights 2003 - April 2014
Sanford C. Bernstein 2001 - 2003
Quantumbuy 2000 - 2001
McKinsey & Company 1996 - 2000
University of Washington 1993 - 1996
Skills
Capital Markets, Financial Modeling, Fixed Income, Valuation, Bloomberg, Equity Research, Management Consulting, Marketing, Strategy, Start-ups
Education
Yale University
Ph.D., M.S., Physics
Tsinghua University
Bachelor of Science (BSc), Physics
280 First, Inc April 2014 - Present
CreditSights 2003 - April 2014
Sanford C. Bernstein 2001 - 2003
Quantumbuy 2000 - 2001
McKinsey & Company 1996 - 2000
University of Washington 1993 - 1996
Skills
Capital Markets, Financial Modeling, Fixed Income, Valuation, Bloomberg, Equity Research, Management Consulting, Marketing, Strategy, Start-ups
Education
Yale University
Ph.D., M.S., Physics
Tsinghua University
Bachelor of Science (BSc), Physics
Josh Esterov's CreditSights Experience December 2013 - Present
Job Research Analyst Insurance at CreditSights
Industry Financial Services
Experience
CreditSights December 2013 - Present
MetLife September 2010 - December 2013
MetLife June 2009 - September 2010
NJEDA May 2008 - February 2009
Skills
Asset Management, Corporate Finance, Investments, Fixed Income, CDS, Financial Analysis, Financial Modeling, Insurance, Risk Management, Public Speaking, Russian, Writing, History, Government Relations
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Financial Markets & Instruments, Corporate Finance, and Global Business
Rutgers University-New Brunswick 2007 — 2009
BS, BA, Finance, History
Quinnipiac University 2005 — 2006
Finance, History
Chartered Financial Analyst (CFA) Program
CreditSights December 2013 - Present
MetLife September 2010 - December 2013
MetLife June 2009 - September 2010
NJEDA May 2008 - February 2009
Skills
Asset Management, Corporate Finance, Investments, Fixed Income, CDS, Financial Analysis, Financial Modeling, Insurance, Risk Management, Public Speaking, Russian, Writing, History, Government Relations
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Financial Markets & Instruments, Corporate Finance, and Global Business
Rutgers University-New Brunswick 2007 — 2009
BS, BA, Finance, History
Quinnipiac University 2005 — 2006
Finance, History
Chartered Financial Analyst (CFA) Program
Diya Sawhny's CreditSights Experience June 2010 - Present
Job at CreditSights
Industry Financial Services
Experience
CreditSights June 2010 - Present
AVON Products, Inc. August 2008 - June 2010
Banc of America Securities September 2004 - June 2008
Bank of America 2004 - 2008
Citigroup 1998 - 2004
Citigroup 1998 - 2004
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
St. Stephen's College 1989 — 1992
BA Hons, History
CreditSights June 2010 - Present
AVON Products, Inc. August 2008 - June 2010
Banc of America Securities September 2004 - June 2008
Bank of America 2004 - 2008
Citigroup 1998 - 2004
Citigroup 1998 - 2004
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
St. Stephen's College 1989 — 1992
BA Hons, History
Richard Hofmann's CreditSights Experience July 2003 - April 2009
Job Executive Vice President Credit Research at PIMCO
Industry Financial Services
SooYoung Choi's CreditSights Experience October 2003 - Present
Job Senior Relationship Manager at CreditSights
Industry Financial Services
Experience
CreditSights October 2003 - Present
Dresdner Bank January 1999 - May 2003
Deutsche Bank January 1995 - January 1999
Kidder Peabody 1991 - 1994
Skills
Fixed Income, Bloomberg, Derivatives, Hedge Funds, Equities, Portfolio Management, Investment Banking, Asset Management, Investments, Trading, Alternative Investments, Structured Finance, Structured Products, Financial Modeling, Valuation
Education
Syracuse University 1988 — 1991
Bachelor's degree, Finance
CreditSights October 2003 - Present
Dresdner Bank January 1999 - May 2003
Deutsche Bank January 1995 - January 1999
Kidder Peabody 1991 - 1994
Skills
Fixed Income, Bloomberg, Derivatives, Hedge Funds, Equities, Portfolio Management, Investment Banking, Asset Management, Investments, Trading, Alternative Investments, Structured Finance, Structured Products, Financial Modeling, Valuation
Education
Syracuse University 1988 — 1991
Bachelor's degree, Finance
Nathan Wenger, CFA's CreditSights Experience July 2009 - Present
Job Credit Analyst at CreditSights
Industry Financial Services
Experience
CreditSights July 2009 - Present
Chapdelaine Corporate Securities November 2005 - November 2006
Euro Brokers March 2004 - November 2005
ICAP September 2002 - March 2004
UBS August 2001 - September 2002
UBS Paine Webber March 2000 - August 2001
Skills
Finance, Investments, Fixed Income, Equities, Bloomberg, Credit, Bonds, Portfolio Management, Financial Analysis, Financial Statement..., Trading, Capital Markets, Valuation, Investment Banking, Hedge Funds, Financial Modeling, Bloomberg Terminal, FactSet
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance & Investments
College of Charleston
BS, Business Administration
CreditSights July 2009 - Present
Chapdelaine Corporate Securities November 2005 - November 2006
Euro Brokers March 2004 - November 2005
ICAP September 2002 - March 2004
UBS August 2001 - September 2002
UBS Paine Webber March 2000 - August 2001
Skills
Finance, Investments, Fixed Income, Equities, Bloomberg, Credit, Bonds, Portfolio Management, Financial Analysis, Financial Statement..., Trading, Capital Markets, Valuation, Investment Banking, Hedge Funds, Financial Modeling, Bloomberg Terminal, FactSet
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance & Investments
College of Charleston
BS, Business Administration
Adam Spahn, CFA, CAIA's CreditSights Experience March 2010 - Present
Job Senior Relationship Manager at CreditSights
Industry Financial Services
Experience
CreditSights March 2010 - Present
Fidelity Capital Markets April 2009 - March 2010
Agile Group March 2008 - October 2008
Goldman Sachs May 2000 - March 2007
Cowen and Company September 1995 - April 2000
Sanwa Securities May 1993 - August 1995
Skills
Fixed Income, Asset Management, Money Market, Bloomberg, Equities, Capital Markets, Hedge Funds, Investments, Derivatives, Portfolio Management, Trading, Financial Modeling, Alternative Investments, Bonds, Financial Markets
Education
University of Notre Dame 1989 — 1993
BS
Chaminade High School 1986 — 1989
South Side
CreditSights March 2010 - Present
Fidelity Capital Markets April 2009 - March 2010
Agile Group March 2008 - October 2008
Goldman Sachs May 2000 - March 2007
Cowen and Company September 1995 - April 2000
Sanwa Securities May 1993 - August 1995
Skills
Fixed Income, Asset Management, Money Market, Bloomberg, Equities, Capital Markets, Hedge Funds, Investments, Derivatives, Portfolio Management, Trading, Financial Modeling, Alternative Investments, Bonds, Financial Markets
Education
University of Notre Dame 1989 — 1993
BS
Chaminade High School 1986 — 1989
South Side
Douglas Logan's CreditSights Experience May 2008 - Present
Job Senior Sales at CreditSights
Industry Research
Experience
CreditSights May 2008 - Present
Bear Stearns Asset Management 2004 - 2007
Bear Stearns 1997 - 2007
PaineWebber 1990 - 1993
Skills
Fixed Income, Capital Markets, Hedge Funds, Bloomberg, Equities, Financial Markets
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Franklin & Marshall College 1986 — 1990
Bachelor of Arts (B.A.), Mathematics
Rye High School
Rye High School
Rye High School
CreditSights May 2008 - Present
Bear Stearns Asset Management 2004 - 2007
Bear Stearns 1997 - 2007
PaineWebber 1990 - 1993
Skills
Fixed Income, Capital Markets, Hedge Funds, Bloomberg, Equities, Financial Markets
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Franklin & Marshall College 1986 — 1990
Bachelor of Arts (B.A.), Mathematics
Rye High School
Rye High School
Rye High School
Courtney Johnson Anders's CreditSights Experience February 2005 - July 2008
Job Director, Product Marketing at Platfora
Industry Internet
Experience
Platfora May 2014 - Present
Yammer, Inc. April 2012 - May 2014
Pricelock July 2010 - April 2012
CreditSights February 2005 - July 2008
Skills
Competitive Analysis, Product Marketing, SaaS, Enterprise Software, Strategy, B2B Marketing, Sales Enablement, Start-ups, Strategic Partnerships, Cross-functional Team..., Management, Mobile Devices, Solutions Marketing, Enterprise Social..., Go-to-market Strategy, Analytics, Cloud Marketing, A/B testing, Multivariate Analysis, Marketing Strategy, Cloud Computing
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA
Brown University
BA
New Canaan High School
Platfora May 2014 - Present
Yammer, Inc. April 2012 - May 2014
Pricelock July 2010 - April 2012
CreditSights February 2005 - July 2008
Skills
Competitive Analysis, Product Marketing, SaaS, Enterprise Software, Strategy, B2B Marketing, Sales Enablement, Start-ups, Strategic Partnerships, Cross-functional Team..., Management, Mobile Devices, Solutions Marketing, Enterprise Social..., Go-to-market Strategy, Analytics, Cloud Marketing, A/B testing, Multivariate Analysis, Marketing Strategy, Cloud Computing
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA
Brown University
BA
New Canaan High School
Elizabeth Gilliam's CreditSights Experience June 2010 - August 2010
Job Principal at The Boston Consulting Group
Industry Management Consulting
Experience
CreditSights June 2010 - August 2010
JPMorgan Chase July 2006 - June 2009
Skills
Management Consulting, Portfolio Management, Financial Modeling, Credit, Financial Risk, Underwriting, Due Diligence, Financial Analysis, Business Strategy, Leadership
Education
Harvard Business School 2009 — 2011
MBA
Boston College 2002 — 2006
BA, Economics, English, Environmental Studies
CreditSights June 2010 - August 2010
JPMorgan Chase July 2006 - June 2009
Skills
Management Consulting, Portfolio Management, Financial Modeling, Credit, Financial Risk, Underwriting, Due Diligence, Financial Analysis, Business Strategy, Leadership
Education
Harvard Business School 2009 — 2011
MBA
Boston College 2002 — 2006
BA, Economics, English, Environmental Studies
Lloyd Ucko's CreditSights Experience September 2014 - Present
Job Product Manager at CreditSights
Industry Investment Banking
Experience
CreditSights September 2014 - Present
Paladin Strategic Partners January 2010 - Present
Goldman Sachs 2006 - January 2010
Merrill Lynch December 2005 - July 2006
Advest, Inc. 1995 - 2005
Credit Suisse First Boston 1994 - 1995
Goldman Sachs July 1986 - January 1994
Skills
Series 7, Alternative Investments, Securities, Strategic Financial..., Investments, Equities, Asset Managment, Capital Markets, Mutual Funds, Fixed Income, Hedge Funds, Loans, Credit, Wealth Management..., Asset Management, Structured Finance, Private Equity, Bonds, Financial Planning, Financial Structuring, Investment Management, Mortgage Lending, Securitization
Education
The Tuck School of Business at Dartmouth 1972 — 1974
mba, marketing
Dartmouth College 1968 — 1972
ba, political science
CreditSights September 2014 - Present
Paladin Strategic Partners January 2010 - Present
Goldman Sachs 2006 - January 2010
Merrill Lynch December 2005 - July 2006
Advest, Inc. 1995 - 2005
Credit Suisse First Boston 1994 - 1995
Goldman Sachs July 1986 - January 1994
Skills
Series 7, Alternative Investments, Securities, Strategic Financial..., Investments, Equities, Asset Managment, Capital Markets, Mutual Funds, Fixed Income, Hedge Funds, Loans, Credit, Wealth Management..., Asset Management, Structured Finance, Private Equity, Bonds, Financial Planning, Financial Structuring, Investment Management, Mortgage Lending, Securitization
Education
The Tuck School of Business at Dartmouth 1972 — 1974
mba, marketing
Dartmouth College 1968 — 1972
ba, political science
Ethan Tanenbaum's CreditSights Experience March 2014 - Present
Job
Industry Information Technology and Services
Experience
CreditSights March 2014 - Present
Gilt Groupe July 2010 - March 2014
The New York Racing Association June 2009 - July 2010
SUNY Cobleksill January 2009 - May 2009
SUNY Cobleskill 2005 - 2009
Skills
System Administration, Disaster Recovery, Computer Forensics, End User Support, XP, Desktop Support, Unix Administration, Windows Server 2003, Windows 7, Windows Server 2008, CentOS, Google Apps, Windows Server, Technical Support, Windows, Software Installation, Active Directory, Operating Systems, Computer Hardware, Troubleshooting, Ubuntu, Linux, Hardware, Windows XP, Unix
Education
State University of New York College of Agriculture and Technology at Cobleskill 2004 — 2009
Bachelor of Technology, Information Technology
CreditSights March 2014 - Present
Gilt Groupe July 2010 - March 2014
The New York Racing Association June 2009 - July 2010
SUNY Cobleksill January 2009 - May 2009
SUNY Cobleskill 2005 - 2009
Skills
System Administration, Disaster Recovery, Computer Forensics, End User Support, XP, Desktop Support, Unix Administration, Windows Server 2003, Windows 7, Windows Server 2008, CentOS, Google Apps, Windows Server, Technical Support, Windows, Software Installation, Active Directory, Operating Systems, Computer Hardware, Troubleshooting, Ubuntu, Linux, Hardware, Windows XP, Unix
Education
State University of New York College of Agriculture and Technology at Cobleskill 2004 — 2009
Bachelor of Technology, Information Technology
Isaac Codrey, CFA's CreditSights Experience November 2009 - Present
Job Analyst US Strategy at CreditSights
Industry Investment Management
Experience
CreditSights November 2009 - Present
Raymond James Financial Inc. May 2008 - October 2009
CNL November 2007 - April 2008
DePrince, Race & Zollo, Inc. April 2007 - August 2007
Skills
Investments, Fixed Income, Valuation, Bloomberg, Financial Analysis, Capital Markets, Economics, Credit, Portfolio Management, Hedge Funds
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
M.B.A., Finance and Entrepreneurship
Rollins College 2002 — 2006
B.A., Physics
CreditSights November 2009 - Present
Raymond James Financial Inc. May 2008 - October 2009
CNL November 2007 - April 2008
DePrince, Race & Zollo, Inc. April 2007 - August 2007
Skills
Investments, Fixed Income, Valuation, Bloomberg, Financial Analysis, Capital Markets, Economics, Credit, Portfolio Management, Hedge Funds
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
M.B.A., Finance and Entrepreneurship
Rollins College 2002 — 2006
B.A., Physics
nivedita bajaj's CreditSights Experience October 2007 - October 2010
Job Project Manager/ Consultant at Exponent Partners
Industry Hospital & Health Care
Experience
Exponent Partners October 2011 - Present
Independent Consultant October 2010 - October 2011
CreditSights October 2007 - October 2010
PerformanceLogic 1999 - 2002
Fitch 1997 - 1999
William M Mercer 1996 - 1998
Skills
Management Consulting, Strategic Planning, Business Development, Strategy, Training, Project Management, Management
Education
Columbia University Mailman School of Public Health 1994 — 1995
mph, maternal and child health
Virginia Polytechnic Institute and State University 1990 — 1992
ma, economics
Delhi Public School - R. K. Puram
Exponent Partners October 2011 - Present
Independent Consultant October 2010 - October 2011
CreditSights October 2007 - October 2010
PerformanceLogic 1999 - 2002
Fitch 1997 - 1999
William M Mercer 1996 - 1998
Skills
Management Consulting, Strategic Planning, Business Development, Strategy, Training, Project Management, Management
Education
Columbia University Mailman School of Public Health 1994 — 1995
mph, maternal and child health
Virginia Polytechnic Institute and State University 1990 — 1992
ma, economics
Delhi Public School - R. K. Puram
Celeste Zhang's CreditSights Experience October 2006 - January 2011
Job Experienced Financial Analyst
Industry Financial Services
Experience
CreditSights October 2006 - January 2011
Cathay Bank July 2005 - October 2006
Rockwell Financial Group January 2005 - July 2005
Skills
Quantitative Analysis, Financial Statement..., Scenarios Analysis, Data Management, Risk Model Development, Stata, Excel Proficiency, Financial Planning
Education
Pace University - Lubin School of Business
Bachelor of Business Administration, Finance
CreditSights October 2006 - January 2011
Cathay Bank July 2005 - October 2006
Rockwell Financial Group January 2005 - July 2005
Skills
Quantitative Analysis, Financial Statement..., Scenarios Analysis, Data Management, Risk Model Development, Stata, Excel Proficiency, Financial Planning
Education
Pace University - Lubin School of Business
Bachelor of Business Administration, Finance
Joshua Wasser's CreditSights Experience November 2010 - Present
Job Sales at CreditSights
Industry Financial Services
Experience
CreditSights November 2010 - Present
AllianceBernstein October 2000 - November 2009
Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Financial Modeling, Alternative Investments, Capital Markets, Equity Research, Investments, Bloomberg, Asset Management, Mutual Funds, Investment Management, Valuation, Financial Analysis
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Syracuse University 1996 — 2000
CreditSights November 2010 - Present
AllianceBernstein October 2000 - November 2009
Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Financial Modeling, Alternative Investments, Capital Markets, Equity Research, Investments, Bloomberg, Asset Management, Mutual Funds, Investment Management, Valuation, Financial Analysis
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Syracuse University 1996 — 2000
Amar Gujral's CreditSights Experience May 2012 - August 2012
Job Associate at Guggenheim Partners
Industry Oil & Energy
Experience
Guggenheim Partners May 2015 - Present
PacWest Consulting Partners July 2013 - May 2015
CreditSights May 2012 - August 2012
Colorado School of Mines December 2011 - January 2012
American Solar Partners July 2009 - June 2011
Skills
Petroleum, Market Research, Finance, Microsoft Office, Economics, Microsoft Excel, Research, Adobe Acrobat, CAD, Team Leadership, Quantitative Analytics, Financial Modeling, Economic Modeling, Due Diligence, Strategy, Energy Industry, Oil & Gas Industry, Business Strategy, Energy Markets, Energy, Oil/Gas, Management Consulting, Valuation, Financial Analysis, Oil & Gas, Data Analysis, Strategic Planning, PowerPoint
Education
Colorado School of Mines 2011 — 2013
Master of Science (M.S.), Mineral & Energy Economics
Institut Français du Pétrole (IFP School) 2011 — 2013
Master of Science (M.S.), Petroleum Economics & Management
Lafayette College 2005 — 2009
Bachelor of Arts (A.B.), Engineering
Pelham Memorial High School 2001 — 2005
Guggenheim Partners May 2015 - Present
PacWest Consulting Partners July 2013 - May 2015
CreditSights May 2012 - August 2012
Colorado School of Mines December 2011 - January 2012
American Solar Partners July 2009 - June 2011
Skills
Petroleum, Market Research, Finance, Microsoft Office, Economics, Microsoft Excel, Research, Adobe Acrobat, CAD, Team Leadership, Quantitative Analytics, Financial Modeling, Economic Modeling, Due Diligence, Strategy, Energy Industry, Oil & Gas Industry, Business Strategy, Energy Markets, Energy, Oil/Gas, Management Consulting, Valuation, Financial Analysis, Oil & Gas, Data Analysis, Strategic Planning, PowerPoint
Education
Colorado School of Mines 2011 — 2013
Master of Science (M.S.), Mineral & Energy Economics
Institut Français du Pétrole (IFP School) 2011 — 2013
Master of Science (M.S.), Petroleum Economics & Management
Lafayette College 2005 — 2009
Bachelor of Arts (A.B.), Engineering
Pelham Memorial High School 2001 — 2005
Boston Russell's CreditSights Experience July 2011 - September 2011
Job MBA student
Industry Financial Services
Experience
CreditSights July 2011 - September 2011
Global Strategy, Inc. January 2011 - April 2011
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance
University of Central Florida 2005 — 2009
BSBA/BA, Business Economics/English Literature
CreditSights July 2011 - September 2011
Global Strategy, Inc. January 2011 - April 2011
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance
University of Central Florida 2005 — 2009
BSBA/BA, Business Economics/English Literature
Kristine Mittendorf's CreditSights Experience 2007 - 2010
Job Manager, Financial Planning & Analysis
Industry Financial Services
Experience
ZipRecruiter 2014 - Present
Rootstock Partners 2013 - 2014
Jonathan Simkhai Inc. 2011 - 2013
Shanghai First Venture Co., Ltd. - Shanghai, China 2010 - 2011
CreditSights 2007 - 2010
JP Morgan Private Equity Fund Services - New York, NY, USA 2005 - 2007
Skills
Business Development, Cash Flow Forecasting, Competitive Analysis, Data Analysis, Fashion, Financial Analysis, Financial Modeling, Mandarin, Market Research, Microsoft Excel, Operations Management, Pitch Development, PowerPoint, Production Managment, Spanish, Strategy, Valuation, Financial Reporting, Bloomberg, Microsoft Office, Research, Analytics, International Marketing, Hedge Funds, Management Consulting
Education
Jiao Tong University 2010 — 2010
Saint Louis University 2001 — 2005
BA
Saint Louis University Madrid Campus
National Taiwan Normal University
ZipRecruiter 2014 - Present
Rootstock Partners 2013 - 2014
Jonathan Simkhai Inc. 2011 - 2013
Shanghai First Venture Co., Ltd. - Shanghai, China 2010 - 2011
CreditSights 2007 - 2010
JP Morgan Private Equity Fund Services - New York, NY, USA 2005 - 2007
Skills
Business Development, Cash Flow Forecasting, Competitive Analysis, Data Analysis, Fashion, Financial Analysis, Financial Modeling, Mandarin, Market Research, Microsoft Excel, Operations Management, Pitch Development, PowerPoint, Production Managment, Spanish, Strategy, Valuation, Financial Reporting, Bloomberg, Microsoft Office, Research, Analytics, International Marketing, Hedge Funds, Management Consulting
Education
Jiao Tong University 2010 — 2010
Saint Louis University 2001 — 2005
BA
Saint Louis University Madrid Campus
National Taiwan Normal University
Furkan Diker's CreditSights Experience June 2011 - August 2011
Job Software Development Engineer at Microsoft
Industry Computer Software
Experience
Microsoft August 2013 - Present
Amazon May 2012 - August 2012
Washington University in St. Louis December 2011 - May 2012
CreditSights June 2011 - August 2011
Bates College September 2008 - May 2011
Fitch Ratings August 2010 - August 2010
Ziraat Investment and Securities Inc July 2010 - July 2010
Skills
Java, Microsoft Office, Algorithms, LaTeX, Mathematica, Python, C++, MS Windows, Matlab, Perl, Assembly, C#, C, Git, Objective-C, Stata, Mac OS, Linux, MySQL, JavaScript, jQuery, CSS, Razor, HTML, Microsoft SQL Server, PHP, Eclipse, IntelliJ IDEA, Microsoft Visual Studio, Django, MVC, MVVM, Software Engineering, Data Structures, Artificial Intelligence, Natural Language..., Android, iOS, Windows Phone
Education
Washington University in St. Louis 2011 — 2013
B.S., Computer Science
Bates College 2008 — 2011
B.A., Engineering (Dual Degree Program with Washington Uni.) Minors in Economics, Mathematics and Physics
Robert College 2003 — 2008
High School, Science & Mathematics
Microsoft August 2013 - Present
Amazon May 2012 - August 2012
Washington University in St. Louis December 2011 - May 2012
CreditSights June 2011 - August 2011
Bates College September 2008 - May 2011
Fitch Ratings August 2010 - August 2010
Ziraat Investment and Securities Inc July 2010 - July 2010
Skills
Java, Microsoft Office, Algorithms, LaTeX, Mathematica, Python, C++, MS Windows, Matlab, Perl, Assembly, C#, C, Git, Objective-C, Stata, Mac OS, Linux, MySQL, JavaScript, jQuery, CSS, Razor, HTML, Microsoft SQL Server, PHP, Eclipse, IntelliJ IDEA, Microsoft Visual Studio, Django, MVC, MVVM, Software Engineering, Data Structures, Artificial Intelligence, Natural Language..., Android, iOS, Windows Phone
Education
Washington University in St. Louis 2011 — 2013
B.S., Computer Science
Bates College 2008 — 2011
B.A., Engineering (Dual Degree Program with Washington Uni.) Minors in Economics, Mathematics and Physics
Robert College 2003 — 2008
High School, Science & Mathematics
Michael Karp's CreditSights Experience September 2012 - March 2013
Job Investment Banking Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets September 2015 - Present
GE Capital July 2013 - August 2015
CreditSights September 2012 - March 2013
Aladdin Capital Management June 2011 - August 2011
JP Morgan June 2010 - August 2010
EnerNOC June 2009 - August 2009
Forum Partners Investment Management LLC May 2008 - August 2008
Skills
Analysis, Portfolio Management, Analytics, Valuation
Education
Colgate University 2008 — 2012
Bachelor of Arts (BA)
Greenwich High School 2004 — 2008
RBC Capital Markets September 2015 - Present
GE Capital July 2013 - August 2015
CreditSights September 2012 - March 2013
Aladdin Capital Management June 2011 - August 2011
JP Morgan June 2010 - August 2010
EnerNOC June 2009 - August 2009
Forum Partners Investment Management LLC May 2008 - August 2008
Skills
Analysis, Portfolio Management, Analytics, Valuation
Education
Colgate University 2008 — 2012
Bachelor of Arts (BA)
Greenwich High School 2004 — 2008
Chris Taggert's CreditSights Experience January 2008 - August 2012
Job High Yield Trading at US Bancorp Investment Inc
Industry Financial Services
Experience
US Bancorp Investment Inc March 2013 - Present
CreditSights January 2008 - August 2012
Collineo (Hypo Public Finance Bank) January 2006 - December 2007
FrontPoint/Clinton Group March 2003 - January 2006
Merrill Lynch and HSBC May 2001 - March 2003
Skills
Leveraged Finance, Fixed Income Analysis
Education
University of Wisconsin-Madison 1999 — 2001
MS Finance, Applied Security Analysis Program
The University of Connecticut
Bachelor of Science, Biology
US Bancorp Investment Inc March 2013 - Present
CreditSights January 2008 - August 2012
Collineo (Hypo Public Finance Bank) January 2006 - December 2007
FrontPoint/Clinton Group March 2003 - January 2006
Merrill Lynch and HSBC May 2001 - March 2003
Skills
Leveraged Finance, Fixed Income Analysis
Education
University of Wisconsin-Madison 1999 — 2001
MS Finance, Applied Security Analysis Program
The University of Connecticut
Bachelor of Science, Biology
Laura Jane Wolcott's CreditSights Experience July 2012 - June 2013
Job .
Industry Computer & Network Security
Experience
Just Media Inc. February 2014 - October 2014
The Menil Collection September 2013 - December 2013
CreditSights July 2012 - June 2013
Trump Model Management May 2012 - June 2012
Historic Rocksprings Hotel January 2009 - May 2012
Busy Lizzie Lifestyle Management June 2011 - January 2012
Keller Williams San Antonio IH-10 August 2007 - May 2009
Skills
Microsoft Office, Microsoft Word, Editing, Data Analysis, Customer Service, PowerPoint, Microsoft Excel, Event Planning, Research, Social Media Marketing, Social Media, Spanish, Fundraising, Event Management, Marketing
Education
Sweet Briar College 2009 — 2012
Bachelor of Arts (B.A.), Anthropology; Business Minor
The University of Texas at San Antonio 2007 — 2009
Environmental Science
St. John's School 1995 — 2007
Parsons School of Design 2005 — 2005
Pre-College Academy, Fashion Design
Just Media Inc. February 2014 - October 2014
The Menil Collection September 2013 - December 2013
CreditSights July 2012 - June 2013
Trump Model Management May 2012 - June 2012
Historic Rocksprings Hotel January 2009 - May 2012
Busy Lizzie Lifestyle Management June 2011 - January 2012
Keller Williams San Antonio IH-10 August 2007 - May 2009
Skills
Microsoft Office, Microsoft Word, Editing, Data Analysis, Customer Service, PowerPoint, Microsoft Excel, Event Planning, Research, Social Media Marketing, Social Media, Spanish, Fundraising, Event Management, Marketing
Education
Sweet Briar College 2009 — 2012
Bachelor of Arts (B.A.), Anthropology; Business Minor
The University of Texas at San Antonio 2007 — 2009
Environmental Science
St. John's School 1995 — 2007
Parsons School of Design 2005 — 2005
Pre-College Academy, Fashion Design
Judith Antelman's CreditSights Experience September 2012 - September 2013
Job Editor | Writer | Chocolatier
Industry Writing and Editing
Experience
Ovis Creative January 2014 - Present
Content Mosaic December 2013 - Present
i heart truffles, LLC March 2009 - Present
CreditSights September 2012 - September 2013
Editorial Consultant 1996 - 2012
Citigroup 2002 - 2009
Pacific Gas & Electric June 1991 - April 1996
Skills
Copy Editing, Editing, Writing, Research, Editorial, Advertising, Microsoft Office, Proofreading, Web Content, Publishing, Books, Content Management, Publications, Freelance Writing, Magazines, White Papers, Editors, Corporate Communications, Marketing Communications, Public Relations, Rewriting, Newsletters, Copywriting, Content Development, Blogging, Content Strategy, Social Media, Ghostwriting, Creative Writing, Non-fiction, Public Speaking, Stories, Content Creation, Online Publishing, Storytelling, Text Editing, Journalism
Education
Emerson College
B.S., Speech Communications/Literature/Art History
Ovis Creative January 2014 - Present
Content Mosaic December 2013 - Present
i heart truffles, LLC March 2009 - Present
CreditSights September 2012 - September 2013
Editorial Consultant 1996 - 2012
Citigroup 2002 - 2009
Pacific Gas & Electric June 1991 - April 1996
Skills
Copy Editing, Editing, Writing, Research, Editorial, Advertising, Microsoft Office, Proofreading, Web Content, Publishing, Books, Content Management, Publications, Freelance Writing, Magazines, White Papers, Editors, Corporate Communications, Marketing Communications, Public Relations, Rewriting, Newsletters, Copywriting, Content Development, Blogging, Content Strategy, Social Media, Ghostwriting, Creative Writing, Non-fiction, Public Speaking, Stories, Content Creation, Online Publishing, Storytelling, Text Editing, Journalism
Education
Emerson College
B.S., Speech Communications/Literature/Art History
Joe Phillips, CFA's CreditSights Experience October 2013 - September 2014
Job Experienced High Yield and Distressed Debt Analyst
Industry Investment Management
Experience
CreditSights October 2013 - September 2014
Kellner DiLeo & Company August 2006 - August 2011
Redwood Technimentals Research December 2002 - July 2006
Freeman Securities, Native Nations Securities, Red-Horse Securities October 1993 - December 2002
Skills
Fundamental Research, Quantitative Modeling, Credit Analysis, Research, Equity Research, Financial Modeling, Bloomberg, Valuation, Trading, Investment Management, Emerging Markets, Fixed Income, Private Equity, Portfolio Management, Hedge Funds, Series 63, Investments, Equities, Financial Analysis, Bonds, High Yield, Series 7, Equity Valuation, Alternative Investments, Mutual Funds, Options, Asset Allocation, Fund Of Funds, Capital Markets, Investment Strategies, Derivatives, ETFs, Asset Management, Equity Trading, Securities Lending, Securities
Education
Texas A&M University
BBA, Finance
Texas A&M University
MBA, Finance
CreditSights October 2013 - September 2014
Kellner DiLeo & Company August 2006 - August 2011
Redwood Technimentals Research December 2002 - July 2006
Freeman Securities, Native Nations Securities, Red-Horse Securities October 1993 - December 2002
Skills
Fundamental Research, Quantitative Modeling, Credit Analysis, Research, Equity Research, Financial Modeling, Bloomberg, Valuation, Trading, Investment Management, Emerging Markets, Fixed Income, Private Equity, Portfolio Management, Hedge Funds, Series 63, Investments, Equities, Financial Analysis, Bonds, High Yield, Series 7, Equity Valuation, Alternative Investments, Mutual Funds, Options, Asset Allocation, Fund Of Funds, Capital Markets, Investment Strategies, Derivatives, ETFs, Asset Management, Equity Trading, Securities Lending, Securities
Education
Texas A&M University
BBA, Finance
Texas A&M University
MBA, Finance
Joshua Sebastian's CreditSights Experience October 2008 - Present
Job Sr. Relationship Manager at CreditSights
Industry Financial Services
Experience
CreditSights October 2008 - Present
Deloitte July 2006 - April 2008
Skills
Hedge Funds, Capital Markets, Equities, Bonds
Education
College of the Holy Cross 2002 — 2006
BA, Economics
CreditSights October 2008 - Present
Deloitte July 2006 - April 2008
Skills
Hedge Funds, Capital Markets, Equities, Bonds
Education
College of the Holy Cross 2002 — 2006
BA, Economics
Sarah Rowin's CreditSights Experience July 2003 - April 2008
Job VP at Deutsche Asset Management
Industry
Experience
Deutsche Asset Management August 2014 - Present
GMP Securities (f/k/a Miller Tabak Roberts Securities) April 2008 - February 2014
CreditSights July 2003 - April 2008
Skills
High Yield, Fixed Income Analysis, Valuation, Alternative Investments, Investments, Fixed Income, Hedge Funds, Bonds, Capital Markets, Equities, Bloomberg, Equity Valuation
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Economics
Deutsche Asset Management August 2014 - Present
GMP Securities (f/k/a Miller Tabak Roberts Securities) April 2008 - February 2014
CreditSights July 2003 - April 2008
Skills
High Yield, Fixed Income Analysis, Valuation, Alternative Investments, Investments, Fixed Income, Hedge Funds, Bonds, Capital Markets, Equities, Bloomberg, Equity Valuation
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Economics
Peter Petas's CreditSights Experience November 2000 - Present
Job President/COO at CreditSights
Industry Financial Services
Experience
CreditSights November 2000 - Present
Deutsche Bank July 1997 - September 2000
Lehman Brothers September 1988 - July 1997
Education
Princeton University 1984 — 1988
CreditSights November 2000 - Present
Deutsche Bank July 1997 - September 2000
Lehman Brothers September 1988 - July 1997
Education
Princeton University 1984 — 1988
Spencer Siino's CreditSights Experience May 2007 - November 2009
Job President at J.E.P. Capital, Inc.
Industry Insurance
Experience
J.E.P. Capital, Inc. December 2009 - Present
CreditSights May 2007 - November 2009
Merrill Lynch April 2005 - April 2007
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Economics
Jesuit High School 1994 — 1998
J.E.P. Capital, Inc. December 2009 - Present
CreditSights May 2007 - November 2009
Merrill Lynch April 2005 - April 2007
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Economics
Jesuit High School 1994 — 1998
Peter Boozan's CreditSights Experience October 2013 - Present
Job Credit Research Analyst at CreditSights
Industry Financial Services
Experience
CreditSights October 2013 - Present
CreditSights May 2013 - October 2013
Terrapin Partners June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Networking
Education
Franklin & Marshall College 2009 — 2013
Bachelor's Degree: Business, Organizations, and Society, Concentration: Finance
CreditSights October 2013 - Present
CreditSights May 2013 - October 2013
Terrapin Partners June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Networking
Education
Franklin & Marshall College 2009 — 2013
Bachelor's Degree: Business, Organizations, and Society, Concentration: Finance
Maria Clara Bernardez's CreditSights Experience 2014 - Present
Job Associate at CreditSights
Industry Financial Services
Experience
CreditSights 2014 - Present
City of Providence January 2014 - May 2014
Providence College September 2010 - May 2014
Nordstrom June 2013 - August 2013
The Tennis Academy at Harvard June 2012 - August 2012
Education
Providence College 2010 — 2014
Bachelor of Science, Marketing and Finance
University of Westminster 2011 — 2011
Study Abroad, History & Society
Kaplan College Preparatory 2006 — 2010
High School
CreditSights 2014 - Present
City of Providence January 2014 - May 2014
Providence College September 2010 - May 2014
Nordstrom June 2013 - August 2013
The Tennis Academy at Harvard June 2012 - August 2012
Education
Providence College 2010 — 2014
Bachelor of Science, Marketing and Finance
University of Westminster 2011 — 2011
Study Abroad, History & Society
Kaplan College Preparatory 2006 — 2010
High School
Charles S. Moran's CreditSights Experience January 2002 - Present
Job Fixed Income Research Sales at CreditSights
Industry Financial Services
Experience
CreditSights January 2002 - Present
E*TRADE Financial September 1999 - December 2001
MasterCard August 1997 - August 1999
Wood Logan Companies (now part of John Hancock Financial Services) June 1992 - July 1997
Skills
Sales, Hedge Funds, Equities, Fixed Income, Bloomberg
Education
Boston University
Darien High School
CreditSights January 2002 - Present
E*TRADE Financial September 1999 - December 2001
MasterCard August 1997 - August 1999
Wood Logan Companies (now part of John Hancock Financial Services) June 1992 - July 1997
Skills
Sales, Hedge Funds, Equities, Fixed Income, Bloomberg
Education
Boston University
Darien High School
Howard Sitzer's CreditSights Experience May 2014 - Present
Job Senior Municipals Analyst at CreditSights
Industry Investment Banking
Experience
CreditSights May 2014 - Present
Barclays Capital Inc. August 2013 - April 2014
Bank of America - Merrill Lynch Securities, Inc. September 2007 - June 2013
Herbert J. Sims & Co., Inc. September 2003 - September 2007
Moody's Investors Service April 1997 - August 2003
Skills
Bonds, Investments, Corporate Finance, Fixed Income, Investment Banking, Capital Markets, Portfolio Management, Finance, Economics, Strategy, Equities, Analysis, Trading, Derivatives, Financial Services
Education
Massachusetts Institute of Technology 1970 — 1977
S.B., S.M., Political Science (public policy)
John H. Glenn High School
John H. Glenn High School
CreditSights May 2014 - Present
Barclays Capital Inc. August 2013 - April 2014
Bank of America - Merrill Lynch Securities, Inc. September 2007 - June 2013
Herbert J. Sims & Co., Inc. September 2003 - September 2007
Moody's Investors Service April 1997 - August 2003
Skills
Bonds, Investments, Corporate Finance, Fixed Income, Investment Banking, Capital Markets, Portfolio Management, Finance, Economics, Strategy, Equities, Analysis, Trading, Derivatives, Financial Services
Education
Massachusetts Institute of Technology 1970 — 1977
S.B., S.M., Political Science (public policy)
John H. Glenn High School
John H. Glenn High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY