UBS Financial Services, Inc
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (15 Nov 2011–) Customer service: 020 7567 8000 Headquarters: Basel, Switzerland Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Financial Services, Inc Employees
Employee
Years
Job
Industry
Michelle Anasa Michelle Anasa's UBS Financial Services, Inc Experience May 2011 - January 2013
Job .
Industry Financial Services
Experience
Cedar Realty Trust, Inc. September 2014 - January 2015
ARAMARK May 2013 - September 2013
UBS Financial Services Inc. May 2011 - January 2013
Gettysburg College Library September 2008 - June 2011
UBS Financial Services Inc. May 2008 - August 2008
Eisenhower Elementary September 2007 - May 2008
Natalie Capan, DDS July 2006 - August 2006
Skills
PowerPoint, Research
Education
Gettysburg College 2007 — 2011
Spanish Literature and Globalization Studies
Cedar Realty Trust, Inc. September 2014 - January 2015
ARAMARK May 2013 - September 2013
UBS Financial Services Inc. May 2011 - January 2013
Gettysburg College Library September 2008 - June 2011
UBS Financial Services Inc. May 2008 - August 2008
Eisenhower Elementary September 2007 - May 2008
Natalie Capan, DDS July 2006 - August 2006
Skills
PowerPoint, Research
Education
Gettysburg College 2007 — 2011
Spanish Literature and Globalization Studies
Lisa Ann Calandra Lisa Ann Calandra's UBS Financial Services, Inc Experience March 2002 - November 2014
Job Consultant at LL Innovative Consulting
Industry Financial Services
Experience
LL Innovative Media Management November 2014 - Present
UBS Financial Services Inc. March 2002 - November 2014
IFMG Securities, Inc January 1999 - January 2002
IFMG January 1997 - January 1999
National Westminster Bank January 1994 - January 1997
Skills
State & SRO Regulator..., Securities Registration, Social Media Marketing, Employee Training, Regulatory & Compliance..., Regulatory Inquiries, Social Media Management, S.6 & 63, FINRA, Banking, AML, Finance, Insurance, Management, Marketing, Mergers, Recruiting, Risk Management, SMO, Sales, Securities, Series 24, Series 7, Anti Money Laundering, Portfolio Management, Investments, Leadership, Mergers & Acquisitions, Financial Services
Education
Fashion Institute of Technology 1987 — 1991
Bachelor’s Degree, Marketing and Communications
Fashion Institute of Technology 1987 — 1991
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
LL Innovative Media Management November 2014 - Present
UBS Financial Services Inc. March 2002 - November 2014
IFMG Securities, Inc January 1999 - January 2002
IFMG January 1997 - January 1999
National Westminster Bank January 1994 - January 1997
Skills
State & SRO Regulator..., Securities Registration, Social Media Marketing, Employee Training, Regulatory & Compliance..., Regulatory Inquiries, Social Media Management, S.6 & 63, FINRA, Banking, AML, Finance, Insurance, Management, Marketing, Mergers, Recruiting, Risk Management, SMO, Sales, Securities, Series 24, Series 7, Anti Money Laundering, Portfolio Management, Investments, Leadership, Mergers & Acquisitions, Financial Services
Education
Fashion Institute of Technology 1987 — 1991
Bachelor’s Degree, Marketing and Communications
Fashion Institute of Technology 1987 — 1991
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Jamir Livingston Jamir Livingston's UBS Financial Services, Inc Experience May 2010 - July 2010
Job Territory Sales Manager at Pepsico
Industry Food & Beverages
Experience
PepsiCo February 2015 - Present
PepsiCo August 2013 - February 2015
PepsiCo July 2012 - July 2013
Madison Square Garden January 2012 - May 2012
New York Life Insurance Company September 2011 - December 2011
UBS Financial Services Inc May 2010 - July 2010
Skills
Management, Investments, Social Media, Analysis, Event Planning, Leadership, Recruiting, Sales, Goal Oriented, Team Building
Education
Fordham University 2008 — 2012
BS, Finance and Marketing
St. Joseph's Preparatory School 2004 — 2008
High school diploma
Fordham University Gabelli School of Business
Bachelor of Science (BS), Finance and Marketing
PepsiCo February 2015 - Present
PepsiCo August 2013 - February 2015
PepsiCo July 2012 - July 2013
Madison Square Garden January 2012 - May 2012
New York Life Insurance Company September 2011 - December 2011
UBS Financial Services Inc May 2010 - July 2010
Skills
Management, Investments, Social Media, Analysis, Event Planning, Leadership, Recruiting, Sales, Goal Oriented, Team Building
Education
Fordham University 2008 — 2012
BS, Finance and Marketing
St. Joseph's Preparatory School 2004 — 2008
High school diploma
Fordham University Gabelli School of Business
Bachelor of Science (BS), Finance and Marketing
Taylor Ridgely Taylor Ridgely's UBS Financial Services, Inc Experience September 2010 - December 2010
Job Product Strategy Associate at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. November 2014 - Present
Highland Capital Management, L.P. June 2013 - Present
SecondMarket, Inc. January 2013 - April 2013
SecondMarket, Inc. June 2011 - January 2013
UBS Financial Services Inc September 2010 - December 2010
Pluris Valuation Advisors, LLC May 2010 - July 2010
Skills
Alternative Investments, Equities, Series 7, Series 63, Financial Analysis, Venture Capital
Education
Furman University 2007 — 2011
Bachelor of Arts, Accounting
St. James School 2005 — 2007
High School
Highland Capital Management, L.P. November 2014 - Present
Highland Capital Management, L.P. June 2013 - Present
SecondMarket, Inc. January 2013 - April 2013
SecondMarket, Inc. June 2011 - January 2013
UBS Financial Services Inc September 2010 - December 2010
Pluris Valuation Advisors, LLC May 2010 - July 2010
Skills
Alternative Investments, Equities, Series 7, Series 63, Financial Analysis, Venture Capital
Education
Furman University 2007 — 2011
Bachelor of Arts, Accounting
St. James School 2005 — 2007
High School
Hong Tran Hong Tran's UBS Financial Services, Inc Experience January 2011 - January 2011
Job Research Assistant
Industry Biotechnology
Experience
Virginia Tech August 2015 - Present
Pfizer May 2015 - Present
Computer Science Department, Virginia Tech May 2013 - Present
LISA Virginia Tech May 2014 - Present
Virginia Commonwealth University August 2012 - May 2013
Mathematical Biosciences Institute May 2012 - August 2012
Sodexo September 2010 - May 2012
Hollins University Student Affairs and Activities September 2009 - May 2012
Mathematical Biosciences Institute June 2011 - August 2011
UBS Financial Services, Inc January 2011 - January 2011
Skills
Data Analysis, Data Mining, Matlab, R, Statistics, SAS, Chemistry, Java, Python, Perl, Research, Simulations, Mathematical Modeling
Education
Virginia Polytechnic Institute and State University 2013 — 2016
Doctor of Philosophy (Ph.D.), Bioinformatics and Computational Biology
Virginia Polytechnic Institute and State University 2013 — 2015
Master of Science (MS), Statistics
Virginia Commonwealth University School of Medicine 2012 — 2013
Biostatistics
Hollins University 2009 — 2012
Bachelor of Science (B.S.), Mathematics and Statistics (major), Business (Finance concentration) (major)
Virginia Tech August 2015 - Present
Pfizer May 2015 - Present
Computer Science Department, Virginia Tech May 2013 - Present
LISA Virginia Tech May 2014 - Present
Virginia Commonwealth University August 2012 - May 2013
Mathematical Biosciences Institute May 2012 - August 2012
Sodexo September 2010 - May 2012
Hollins University Student Affairs and Activities September 2009 - May 2012
Mathematical Biosciences Institute June 2011 - August 2011
UBS Financial Services, Inc January 2011 - January 2011
Skills
Data Analysis, Data Mining, Matlab, R, Statistics, SAS, Chemistry, Java, Python, Perl, Research, Simulations, Mathematical Modeling
Education
Virginia Polytechnic Institute and State University 2013 — 2016
Doctor of Philosophy (Ph.D.), Bioinformatics and Computational Biology
Virginia Polytechnic Institute and State University 2013 — 2015
Master of Science (MS), Statistics
Virginia Commonwealth University School of Medicine 2012 — 2013
Biostatistics
Hollins University 2009 — 2012
Bachelor of Science (B.S.), Mathematics and Statistics (major), Business (Finance concentration) (major)
Nitesh Singh Nitesh Singh's UBS Financial Services, Inc Experience September 2009 - December 2009
Job Trade Surveillance Analyst at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
Deloitte December 2012 - December 2014
BNP Paribas July 2012 - September 2012
Mill Rock Investment Advisors June 2011 - August 2011
UBS Financial Services Inc. September 2009 - December 2009
Skills
Investments, VBA, Macro, Hedge Funds, Derivatives, Trading, Pivot Tables, Securities, Analysis, V Lookups, Credit Risk, SQL Server Management..., Microsoft SQL Server, Mergers & Acquisitions, Banking, Due Diligence, Credit, Portfolio Management, SQL, Microsoft Excel, Finance, Compliance, Visual Studio, C#, Agile Project Management, Documentation, Access, Databases, Options
Education
Fordham University
Bachelor's Degree, Finance
UBS January 2015 - Present
Deloitte December 2012 - December 2014
BNP Paribas July 2012 - September 2012
Mill Rock Investment Advisors June 2011 - August 2011
UBS Financial Services Inc. September 2009 - December 2009
Skills
Investments, VBA, Macro, Hedge Funds, Derivatives, Trading, Pivot Tables, Securities, Analysis, V Lookups, Credit Risk, SQL Server Management..., Microsoft SQL Server, Mergers & Acquisitions, Banking, Due Diligence, Credit, Portfolio Management, SQL, Microsoft Excel, Finance, Compliance, Visual Studio, C#, Agile Project Management, Documentation, Access, Databases, Options
Education
Fordham University
Bachelor's Degree, Finance
Crystal Ashley Crystal Ashley's UBS Financial Services, Inc Experience April 2008 - December 2009
Job Recruiting Manager at Amazon
Industry Human Resources
Experience
Amazon October 2014 - Present
Amazon April 2014 - October 2014
Amazon December 2013 - April 2014
Amazon January 2013 - December 2013
Jacobs Technology December 2010 - December 2012
Bear Mountain Capital February 2010 - June 2010
UBS Financial Services Inc. April 2008 - December 2009
Ameriprise Financial May 2007 - April 2008
Skills
Financial Analysis, Microsoft Excel, Strategic Financial..., Customer Service, Finance, Microsoft Office, Risk Management, Marketing, Advertising, Online Advertising, Marketing Strategy, Strategic Communications, Photoshop, InDesign, Illustrator, Budget Reconciliation, Forecasting, Online Marketing..., Recruiting, Social Media, Project Management, Analysis, Training, Leadership, Strategy, Team Leadership, Program Management, Management, Strategic Planning, Talent Acquisition, Strategic Partnerships
Education
Gonzaga University - School of Business Administration 2003 — 2007
Bachelor's Degree, Finance, International Business, and Spanish
Amazon October 2014 - Present
Amazon April 2014 - October 2014
Amazon December 2013 - April 2014
Amazon January 2013 - December 2013
Jacobs Technology December 2010 - December 2012
Bear Mountain Capital February 2010 - June 2010
UBS Financial Services Inc. April 2008 - December 2009
Ameriprise Financial May 2007 - April 2008
Skills
Financial Analysis, Microsoft Excel, Strategic Financial..., Customer Service, Finance, Microsoft Office, Risk Management, Marketing, Advertising, Online Advertising, Marketing Strategy, Strategic Communications, Photoshop, InDesign, Illustrator, Budget Reconciliation, Forecasting, Online Marketing..., Recruiting, Social Media, Project Management, Analysis, Training, Leadership, Strategy, Team Leadership, Program Management, Management, Strategic Planning, Talent Acquisition, Strategic Partnerships
Education
Gonzaga University - School of Business Administration 2003 — 2007
Bachelor's Degree, Finance, International Business, and Spanish
Nicholas Strang Nicholas Strang's UBS Financial Services, Inc Experience May 2011 - June 2011
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
JPMorgan Chase July 2013 - June 2014
JPMorgan Chase June 2012 - August 2012
Kappa Sigma Fraternity January 2011 - December 2011
UBS Financial Services Inc May 2011 - June 2011
Skills
Analysis, Portfolio Management, Investments, Management
Education
Hobart College 2009 — 2013
Bachelor of Arts, Economics
Hobart and William Smith Colleges 2009 — 2013
Bachelor of Arts (B.A.), Economics
JPMorgan Chase July 2014 - Present
JPMorgan Chase July 2013 - June 2014
JPMorgan Chase June 2012 - August 2012
Kappa Sigma Fraternity January 2011 - December 2011
UBS Financial Services Inc May 2011 - June 2011
Skills
Analysis, Portfolio Management, Investments, Management
Education
Hobart College 2009 — 2013
Bachelor of Arts, Economics
Hobart and William Smith Colleges 2009 — 2013
Bachelor of Arts (B.A.), Economics
David S. Watson, MAS, CPP David S. Watson, MAS, CPP's UBS Financial Services, Inc Experience March 2008 - Present
Job Regional Security Americas at UBS Financial Services, Inc.
Industry Security and Investigations
Experience
UBS Financial Services, Inc March 2008 - Present
Novartis Pharmaceuticals Corp / Securitas February 2007 - April 2007
Peter Rodino Jr. Federal Building / MVM, Inc January 2005 - February 2007
Millburn Police Department August 1993 - September 2004
Valcor Engineering Corporation December 1987 - July 1993
United States Marine Corps August 1983 - July 1986
Skills
Corporate Security, Physical Security, Private Investigations, Security, Security Management, Fraud, Security Operations, Business Continuity, Background Checks, Law Enforcement, Access Control, Executive Protection, Leadership
Education
Fairleigh Dickinson University - Teaneck 2008 — 2010
Masters, Administrative Science
New Jersey City University 2005 — 2006
Bachelors, Professional Security Studies
ASIS International
UBS Financial Services, Inc March 2008 - Present
Novartis Pharmaceuticals Corp / Securitas February 2007 - April 2007
Peter Rodino Jr. Federal Building / MVM, Inc January 2005 - February 2007
Millburn Police Department August 1993 - September 2004
Valcor Engineering Corporation December 1987 - July 1993
United States Marine Corps August 1983 - July 1986
Skills
Corporate Security, Physical Security, Private Investigations, Security, Security Management, Fraud, Security Operations, Business Continuity, Background Checks, Law Enforcement, Access Control, Executive Protection, Leadership
Education
Fairleigh Dickinson University - Teaneck 2008 — 2010
Masters, Administrative Science
New Jersey City University 2005 — 2006
Bachelors, Professional Security Studies
ASIS International
Leonardo Emilio Messano, MBA Leonardo Emilio Messano, MBA's UBS Financial Services, Inc Experience March 2015 - Present
Job Finance Professional
Industry Financial Services
Experience
UBS Financial Services Inc. March 2015 - Present
Merrill Lynch October 2013 - February 2015
Camargo Correa Group July 2007 - December 2010
Etna / Vivara Group September 2006 - June 2007
Itau BBA Bank June 2005 - June 2006
Adolpho Lindenberg Construction Company June 2003 - June 2004
Education
Harvard University 2013 — 2013
Management Courses - Business Administration and Management
Hult International Business School 2011 — 2012
MBA - Masters in Business Administration, USA / China Program
IBMEC - SP 2005 — 2006
CBA - Certificate in Business Administration, Finance
Universidade Presbiteriana Mackenzie 1999 — 2004
Civil Engineering
UBS Financial Services Inc. March 2015 - Present
Merrill Lynch October 2013 - February 2015
Camargo Correa Group July 2007 - December 2010
Etna / Vivara Group September 2006 - June 2007
Itau BBA Bank June 2005 - June 2006
Adolpho Lindenberg Construction Company June 2003 - June 2004
Education
Harvard University 2013 — 2013
Management Courses - Business Administration and Management
Hult International Business School 2011 — 2012
MBA - Masters in Business Administration, USA / China Program
IBMEC - SP 2005 — 2006
CBA - Certificate in Business Administration, Finance
Universidade Presbiteriana Mackenzie 1999 — 2004
Civil Engineering
Michael Pipkens Michael Pipkens's UBS Financial Services, Inc Experience April 2014 - Present
Job UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc. April 2014 - Present
UBS Financial Services Inc April 2013 - April 2014
Florida Atlantic University January 2012 - December 2013
Direct Connect 2011 - 2012
Kristin M. Ahr, P.A. Attorney at Law March 2010 - October 2010
Palm Beach Institute 2009 - 2010
FedEx Ground 2007 - 2009
Dockside Sea Grille 2003 - 2007
Mondo's 2001 - 2003
Education
Florida Atlantic University 2012 — 2013
MBA, International Business
Springfield College 2010 — 2011
Bachelor of Science, Human Services, General
Palm Beach State College 2009 — 2010
Associate of Arts (A.A.), General Studies
UBS Financial Services Inc. April 2014 - Present
UBS Financial Services Inc April 2013 - April 2014
Florida Atlantic University January 2012 - December 2013
Direct Connect 2011 - 2012
Kristin M. Ahr, P.A. Attorney at Law March 2010 - October 2010
Palm Beach Institute 2009 - 2010
FedEx Ground 2007 - 2009
Dockside Sea Grille 2003 - 2007
Mondo's 2001 - 2003
Education
Florida Atlantic University 2012 — 2013
MBA, International Business
Springfield College 2010 — 2011
Bachelor of Science, Human Services, General
Palm Beach State College 2009 — 2010
Associate of Arts (A.A.), General Studies
Burns Mac Lowry, Jr. CIMA®, CPWA® Burns Mac Lowry, Jr. CIMA®, CPWA®'s UBS Financial Services, Inc Experience January 2007 - June 2012
Job ETF Specialist Private Bank and UHNW at BlackRock
Industry Financial Services
Experience
BlackRock April 2013 - Present
UBS June 2012 - March 2013
UBS Financial Services Inc. January 2007 - June 2012
Bank of America January 2005 - December 2006
Merrill Lynch January 1991 - January 2005
First Union Capital Management Group January 1994 - January 1996
Skills
Wealth Management, Insurance, Hedge Funds, Series 7, Investments, Mutual Funds, High Net Worth..., Portfolio Management, Investment Strategies, Investment Advisory, Asset Management, ETFs, Fixed Income, Alternative Investments, Asset Allocation, Equities, Business Development, Series 63, Securities, Wealth Management...
Education
Wharton School of Business 2009 — 2011
Securities Industry Institute SII
Florida State University - College of Business 1986 — 1990
Bachelor of Science (B.S.), Marketing
Investment Management Consultants Association
CIMA®, CPWA®
BlackRock April 2013 - Present
UBS June 2012 - March 2013
UBS Financial Services Inc. January 2007 - June 2012
Bank of America January 2005 - December 2006
Merrill Lynch January 1991 - January 2005
First Union Capital Management Group January 1994 - January 1996
Skills
Wealth Management, Insurance, Hedge Funds, Series 7, Investments, Mutual Funds, High Net Worth..., Portfolio Management, Investment Strategies, Investment Advisory, Asset Management, ETFs, Fixed Income, Alternative Investments, Asset Allocation, Equities, Business Development, Series 63, Securities, Wealth Management...
Education
Wharton School of Business 2009 — 2011
Securities Industry Institute SII
Florida State University - College of Business 1986 — 1990
Bachelor of Science (B.S.), Marketing
Investment Management Consultants Association
CIMA®, CPWA®
Richard Grodzicki's UBS Financial Services, Inc Experience February 2009 - Present
Job Senior Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2009 - Present
Smith Barney 1988 - 2009
Kidder Peabody 1982 - 1988
Dexel Burnham 1976 - 1982
Merrill Lynch 1973 - 1976
Education
Florida State University - College of Business 1965 — 1968
BS, Finance
UBS Financial Services Inc. February 2009 - Present
Smith Barney 1988 - 2009
Kidder Peabody 1982 - 1988
Dexel Burnham 1976 - 1982
Merrill Lynch 1973 - 1976
Education
Florida State University - College of Business 1965 — 1968
BS, Finance
Joel S Post Joel S Post's UBS Financial Services, Inc Experience December 2011 - Present
Job Financial Advisor, UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. December 2011 - Present
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Harvard College 1985 — 1989
AB, History
Phillips Academy Andover 1981 — 1984
HS
New Canaan Country School 1970 — 1981
Elementary School
UBS Financial Services Inc. December 2011 - Present
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Harvard College 1985 — 1989
AB, History
Phillips Academy Andover 1981 — 1984
HS
New Canaan Country School 1970 — 1981
Elementary School
Logan Orros Logan Orros's UBS Financial Services, Inc Experience January 2009 - June 2009
Job Loan Officer at PrimeLending NMLS: 1090187
Industry Financial Services
Experience
PrimeLending December 2014 - Present
JPMorgan Chase July 2013 - December 2014
Total Merchant Resources November 2011 - June 2013
Bank of America September 2010 - July 2011
Century 21 Worden & Green March 2010 - September 2010
UBS Financial Services Inc January 2009 - June 2009
Skills
Finance, Investments, Banking, Retail Banking, Commercial Banking, Sales, Business Analysis, Financial Analysis, Selling, Investment Properties, Portfolio Management, Mortgage Banking, Loans, CRM, Credit
Education
Fairleigh Dickinson University 2005 — 2009
Bachelors, Finance
Fairleigh Dickinson University 2005 — 2009
Bachelor of Science (BS), Finance
Bishop George Ahr HS 2001 — 2005
PrimeLending December 2014 - Present
JPMorgan Chase July 2013 - December 2014
Total Merchant Resources November 2011 - June 2013
Bank of America September 2010 - July 2011
Century 21 Worden & Green March 2010 - September 2010
UBS Financial Services Inc January 2009 - June 2009
Skills
Finance, Investments, Banking, Retail Banking, Commercial Banking, Sales, Business Analysis, Financial Analysis, Selling, Investment Properties, Portfolio Management, Mortgage Banking, Loans, CRM, Credit
Education
Fairleigh Dickinson University 2005 — 2009
Bachelors, Finance
Fairleigh Dickinson University 2005 — 2009
Bachelor of Science (BS), Finance
Bishop George Ahr HS 2001 — 2005
Jacob Rieger's UBS Financial Services, Inc Experience June 2014 - Present
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. June 2014 - Present
Griffin Industries June 2013 - August 2013
Education
Hanover College 2010 — 2014
Bachelor of Arts (BA), Economics & Business Scholars Program
UBS Financial Services Inc. June 2014 - Present
Griffin Industries June 2013 - August 2013
Education
Hanover College 2010 — 2014
Bachelor of Arts (BA), Economics & Business Scholars Program
Brian Hanly Brian Hanly's UBS Financial Services, Inc Experience July 2012 - August 2012
Job B.S graduate at Hofstra University
Industry Medical Practice
Experience
North Jersey Pediatric Orthopaedics June 2012 - July 2013
Hofstra University September 2008 - December 2012
UBS Financial Services, Inc July 2012 - August 2012
Law Firm of Kevin Hanly, Esq., P.C January 2009 - January 2012
Gary Goldberg Financial Services, Inc June 2011 - September 2011
Skills
Financial Analysis, Research, Creative Problem Solving, Microsoft Office, Bloomberg Terminal, Morningstar
Education
Hofstra University 2008 — 2012
BS, Community Health
School of Education 2008 — 2012
B.S., Health and Human Services; Community Health; Human Anatomy and Physiology
Don Bosco Preparatory High School 2004 — 2008
North Jersey Pediatric Orthopaedics June 2012 - July 2013
Hofstra University September 2008 - December 2012
UBS Financial Services, Inc July 2012 - August 2012
Law Firm of Kevin Hanly, Esq., P.C January 2009 - January 2012
Gary Goldberg Financial Services, Inc June 2011 - September 2011
Skills
Financial Analysis, Research, Creative Problem Solving, Microsoft Office, Bloomberg Terminal, Morningstar
Education
Hofstra University 2008 — 2012
BS, Community Health
School of Education 2008 — 2012
B.S., Health and Human Services; Community Health; Human Anatomy and Physiology
Don Bosco Preparatory High School 2004 — 2008
Arthur Chase Arthur Chase's UBS Financial Services, Inc Experience June 1994 - Present
Job Vice President Investments at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc June 1994 - Present
Education
George Mason University 1980 — 1982
Bachelor of Science, Business Administration
UBS Financial Services, Inc June 1994 - Present
Education
George Mason University 1980 — 1982
Bachelor of Science, Business Administration
Erin Spataro Erin Spataro's UBS Financial Services, Inc Experience July 2003 - June 2007
Job Market Rearch Analyst/Competitive Intelligence at AXA Distributors
Industry Financial Services
Experience
AXA Equitable April 2012 - Present
AXA Distributors August 2010 - April 2012
AXA Distributors June 2009 - August 2010
AXA Distributors June 2007 - June 2009
UBS Financial Services, Inc July 2003 - June 2007
Skills
Series 63, Series 7
Education
Siena College 1999 — 2003
BS, Finance
Griffith University 2002 — 2002
Finance
AXA Equitable April 2012 - Present
AXA Distributors August 2010 - April 2012
AXA Distributors June 2009 - August 2010
AXA Distributors June 2007 - June 2009
UBS Financial Services, Inc July 2003 - June 2007
Skills
Series 63, Series 7
Education
Siena College 1999 — 2003
BS, Finance
Griffith University 2002 — 2002
Finance
Rob Forest Rob Forest's UBS Financial Services, Inc Experience April 2009 - Present
Job Registered Senior Client Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. April 2009 - Present
Smith Barney May 2000 - April 2009
Education
Fort Lewis College 1981 — 1984
B.A., Business Administration
UBS Financial Services Inc. April 2009 - Present
Smith Barney May 2000 - April 2009
Education
Fort Lewis College 1981 — 1984
B.A., Business Administration
Geoffrey Gill Geoffrey Gill's UBS Financial Services, Inc Experience August 2010 - Present
Job Vice President, UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. August 2010 - Present
Deutsche Bank Alex Brown April 1991 - August 2010
Alex. Brown & Sons 1991 - 2010
Alex. Brown & Sons 1991 - 2010
Pandick Southeast August 1988 - November 1990
Paine Webber January 1981 - November 1987
Education
Emory University - Goizueta Business School 1966 — 1967
MBA, Management
Georgia Institute of Technology - Georgia Tech College of Management 1960 — 1964
BSIM, Industrial Management
UBS Financial Services Inc. August 2010 - Present
Deutsche Bank Alex Brown April 1991 - August 2010
Alex. Brown & Sons 1991 - 2010
Alex. Brown & Sons 1991 - 2010
Pandick Southeast August 1988 - November 1990
Paine Webber January 1981 - November 1987
Education
Emory University - Goizueta Business School 1966 — 1967
MBA, Management
Georgia Institute of Technology - Georgia Tech College of Management 1960 — 1964
BSIM, Industrial Management
Barbara Lagarto Barbara Lagarto's UBS Financial Services, Inc Experience November 2012 - Present
Job Senior Registered Client Associate
Industry Financial Services
Experience
UBS Financial Services Inc. November 2012 - Present
Merrill Lynch October 2005 - November 2012
Completely Organized January 2000 - August 2010
Wachovia Securities 2005 - 2005
Chuck's Steakhouse 2000 - 2005
Perfect Type March 1993 - May 2000
Education
Gibbs College 1980 — 1981
Executive Secretary
Danbury High School 1977 — 1980
UBS Financial Services Inc. November 2012 - Present
Merrill Lynch October 2005 - November 2012
Completely Organized January 2000 - August 2010
Wachovia Securities 2005 - 2005
Chuck's Steakhouse 2000 - 2005
Perfect Type March 1993 - May 2000
Education
Gibbs College 1980 — 1981
Executive Secretary
Danbury High School 1977 — 1980
Eric Bernstein Eric Bernstein's UBS Financial Services, Inc Experience January 2003 - January 2007
Job Executive Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services 2007 - Present
UBS Financial Services Inc. January 2003 - January 2007
UBS Financial Services 1999 - 2003
United States Attorney's Office October 1991 - November 1999
Morvillo Abramowitz & Grand 1987 - 1991
Skills
Internal Investigations, Fraud, Private Investigations, Government, Civil Litigation, Appeals, Criminal Defense, FINRA, Litigation, Securities, AML, Securities Regulation, SEC, Corporate Governance, Series 24, KYC, Series 7, Arbitration, Broker-Dealer..., Government..., Broker-Dealer Compliance, White-Collar Criminal...
Education
New York University School of Law 1984 — 1987
Doctor of Law (J.D.)
Harvard College 1978 — 1982
Bachelor of Arts (B.A.), History
UBS Financial Services 2007 - Present
UBS Financial Services Inc. January 2003 - January 2007
UBS Financial Services 1999 - 2003
United States Attorney's Office October 1991 - November 1999
Morvillo Abramowitz & Grand 1987 - 1991
Skills
Internal Investigations, Fraud, Private Investigations, Government, Civil Litigation, Appeals, Criminal Defense, FINRA, Litigation, Securities, AML, Securities Regulation, SEC, Corporate Governance, Series 24, KYC, Series 7, Arbitration, Broker-Dealer..., Government..., Broker-Dealer Compliance, White-Collar Criminal...
Education
New York University School of Law 1984 — 1987
Doctor of Law (J.D.)
Harvard College 1978 — 1982
Bachelor of Arts (B.A.), History
Gerard Bandini CFP® Gerard Bandini CFP®'s UBS Financial Services, Inc Experience November 2008 - Present
Job Senior Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 2008 - Present
Morgan Stanley Smith Barney March 2000 - November 2008
Merrill Lynch April 1990 - March 2000
Education
Fordham University 1979 — 1983
Bachelor of Science (BS), Finance and Marketing
UBS Financial Services Inc. November 2008 - Present
Morgan Stanley Smith Barney March 2000 - November 2008
Merrill Lynch April 1990 - March 2000
Education
Fordham University 1979 — 1983
Bachelor of Science (BS), Finance and Marketing
Cheryl Woodring (Pickard)'s UBS Financial Services, Inc Experience April 2014 - Present
Job Sr. Registered Client Associate at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services Inc. April 2014 - Present
RBC Wealth Management 2009 - April 2014
UBS February 1996 - May 2009
Paine Webber 1997 - 1998
Prudential life insurance July 1989 - February 1996
Education
Glendale Community College 1987 — 1989
UBS Financial Services Inc. April 2014 - Present
RBC Wealth Management 2009 - April 2014
UBS February 1996 - May 2009
Paine Webber 1997 - 1998
Prudential life insurance July 1989 - February 1996
Education
Glendale Community College 1987 — 1989
Wonjun Hwangbo Wonjun Hwangbo's UBS Financial Services, Inc Experience April 2007 - September 2007
Job IT Analyst
Industry Information Technology and Services
Experience
Macy's Merchanding Group July 2011 - Present
Jay Shoes, Inc. January 2009 - January 2010
UBS Financial Services, Inc April 2007 - September 2007
Skills
Microsoft Excel, Databases, Management, Inventory Management, Lotus Notes, Budgets, Windows 7, Business Analysis, Microsoft Office, Visio, Windows, OS X, Data Analysis, Research
Education
Fairleigh Dickinson University 2004 — 2008
BS, Finance, Accounting
Macy's Merchanding Group July 2011 - Present
Jay Shoes, Inc. January 2009 - January 2010
UBS Financial Services, Inc April 2007 - September 2007
Skills
Microsoft Excel, Databases, Management, Inventory Management, Lotus Notes, Budgets, Windows 7, Business Analysis, Microsoft Office, Visio, Windows, OS X, Data Analysis, Research
Education
Fairleigh Dickinson University 2004 — 2008
BS, Finance, Accounting
Ryan Giacomarro, CFP® Ryan Giacomarro, CFP®'s UBS Financial Services, Inc Experience July 2010 - Present
Job Complex Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. July 2010 - Present
UBS Financial Services Inc. August 2009 - July 2010
UBS Financial Services Inc January 2008 - August 2009
UBS Financial Services Inc. January 2006 - January 2008
UBS Financial Services Inc. August 1996 - January 2006
Education
Fordham University 1996 — 1999
MBA, Finance and Accounting
Villanova University 1989 — 1993
B.S., Finance
UBS Financial Services Inc. July 2010 - Present
UBS Financial Services Inc. August 2009 - July 2010
UBS Financial Services Inc January 2008 - August 2009
UBS Financial Services Inc. January 2006 - January 2008
UBS Financial Services Inc. August 1996 - January 2006
Education
Fordham University 1996 — 1999
MBA, Finance and Accounting
Villanova University 1989 — 1993
B.S., Finance
Tom Bowes Tom Bowes's UBS Financial Services, Inc Experience October 2006 - Present
Job Senior Vice PresidentWealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc October 2006 - Present
Prudential Securities July 1961 - October 2006
Education
Fordham University 1956 — 1960
ba, economics/finance
UBS Financial Services Inc October 2006 - Present
Prudential Securities July 1961 - October 2006
Education
Fordham University 1956 — 1960
ba, economics/finance
Duncan Morton III, CFA Duncan Morton III, CFA's UBS Financial Services, Inc Experience January 2004 - September 2007
Job Financial Advisor at CONCERT Wealth Management, Inc.
Industry Investment Management
Experience
CONCERT Wealth Management, Inc. November 2012 - Present
The Sage School January 2011 - Present
Summit Creek Capital LLC July 2009 - Present
Company of Fools June 2011 - November 2012
Interfund Capital Corp September 2007 - July 2009
UBS Financial Services Inc. January 2004 - September 2007
UBS Financial Services Inc. January 1998 - September 2007
Moss Adams LLC December 1994 - January 1998
Skills
Portfolio Management, Asset Management, Asset Allocation, Asset Managment, Investments, Strategy, Valuation, Risk Management, Finance, Equities, Securities, Business Development, Management, Leadership, Financial Services, Strategic Planning, Real Estate, Alternative Investments
Education
EDHEC - Risk Institute 2010 — 2010
Advances in Asset Allocation Strategies Seminar, Investments and Securities
CFA Institute 1995 — 2000
CFA, Chartered Financial Analyst
Georgia Institute of Technology 1992 — 1994
MS Management, Concentration in Finance & Accounting
University of North Carolina at Chapel Hill 1985 — 1988
BA, History
Woodberry Forest School 1980 — 1984
CONCERT Wealth Management, Inc. November 2012 - Present
The Sage School January 2011 - Present
Summit Creek Capital LLC July 2009 - Present
Company of Fools June 2011 - November 2012
Interfund Capital Corp September 2007 - July 2009
UBS Financial Services Inc. January 2004 - September 2007
UBS Financial Services Inc. January 1998 - September 2007
Moss Adams LLC December 1994 - January 1998
Skills
Portfolio Management, Asset Management, Asset Allocation, Asset Managment, Investments, Strategy, Valuation, Risk Management, Finance, Equities, Securities, Business Development, Management, Leadership, Financial Services, Strategic Planning, Real Estate, Alternative Investments
Education
EDHEC - Risk Institute 2010 — 2010
Advances in Asset Allocation Strategies Seminar, Investments and Securities
CFA Institute 1995 — 2000
CFA, Chartered Financial Analyst
Georgia Institute of Technology 1992 — 1994
MS Management, Concentration in Finance & Accounting
University of North Carolina at Chapel Hill 1985 — 1988
BA, History
Woodberry Forest School 1980 — 1984
Manoj Melathe Manoj Melathe's UBS Financial Services, Inc Experience June 2010 - June 2011
Job Digital Stategy at Accenture
Industry Information Technology and Services
Experience
Accenture March 2015 - Present
Macy's Systems and Technology January 2013 - March 2015
Axiom Corporation July 2011 - August 2012
UBS Financial Services Inc. June 2010 - June 2011
American Cancer Society India Initiative May 2008 - August 2008
Skills
Microsoft Excel, Photoshop, Access, HTML, After Effects, Microsoft Office, Data Analysis, Adobe Creative Suite, Microsoft Word, Event Planning, SQL, Microsoft Publisher, Visio, Microsoft SQL Server, PowerPoint, SharePoint, OS X, Leadership, Team Leadership, CSS, MySQL, JavaScript, Windows, Dreamweaver, Visual Basic
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2012
CIS, Computer Information Systems
Accenture March 2015 - Present
Macy's Systems and Technology January 2013 - March 2015
Axiom Corporation July 2011 - August 2012
UBS Financial Services Inc. June 2010 - June 2011
American Cancer Society India Initiative May 2008 - August 2008
Skills
Microsoft Excel, Photoshop, Access, HTML, After Effects, Microsoft Office, Data Analysis, Adobe Creative Suite, Microsoft Word, Event Planning, SQL, Microsoft Publisher, Visio, Microsoft SQL Server, PowerPoint, SharePoint, OS X, Leadership, Team Leadership, CSS, MySQL, JavaScript, Windows, Dreamweaver, Visual Basic
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2012
CIS, Computer Information Systems
Maria Consolo Maria Consolo's UBS Financial Services, Inc Experience August 2006 - June 2010
Job HR Coordinator
Industry Wine and Spirits
Experience
Sidney Frank Importing Company, Inc. March 2013 - Present
UBS FINANCIAL SERVICES, INC August 2006 - June 2010
MORGAN STANLEY May 2004 - June 2006
MORGAN STANLEY March 1994 - May 2004
MORGAN STANLEY October 1991 - March 1994
Skills
Series 7, Series 63, Series 9, Series 10
Education
Fordham University 1986 — 1990
BA, Economics
Sidney Frank Importing Company, Inc. March 2013 - Present
UBS FINANCIAL SERVICES, INC August 2006 - June 2010
MORGAN STANLEY May 2004 - June 2006
MORGAN STANLEY March 1994 - May 2004
MORGAN STANLEY October 1991 - March 1994
Skills
Series 7, Series 63, Series 9, Series 10
Education
Fordham University 1986 — 1990
BA, Economics
Timothy Manion Timothy Manion's UBS Financial Services, Inc Experience February 2001 - Present
Job Sr. Wealth Strategy Associate, Certified Financial Planner ™ at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2001 - Present
Prudential Financial October 1997 - January 2001
Education
College For Financial Planning 2007 — 2009
CFP Professional Education Program, Financial Planning
The University of Akron 1993 — 1995
MBA, Finance
Georgia Institute of Technology 1982 — 1987
B.S., Industrial Management
UBS Financial Services Inc. February 2001 - Present
Prudential Financial October 1997 - January 2001
Education
College For Financial Planning 2007 — 2009
CFP Professional Education Program, Financial Planning
The University of Akron 1993 — 1995
MBA, Finance
Georgia Institute of Technology 1982 — 1987
B.S., Industrial Management
Deborah Campanozzi Deborah Campanozzi's UBS Financial Services, Inc Experience September 2000 - March 2008
Job Reporting & Analytic's Supervisor at Van Eck Global
Industry Financial Services
Experience
Van Eck Global January 2011 - Present
Systematic Financial Management, LP October 2010 - December 2010
Pershing February 2010 - March 2010
State Street Corp / Lazard Asset Management March 2008 - March 2009
UBS Financial Services, Inc September 2000 - March 2008
UBS Financial Services September 2000 - September 2004
HGK Asset Management, Inc January 1999 - September 2000
Summit Financial Services Group June 1996 - December 1998
Summit Financial Services Group February 1993 - June 1996
Education
Fairleigh Dickinson University 1999 — 2004
BS, Finance
Van Eck Global January 2011 - Present
Systematic Financial Management, LP October 2010 - December 2010
Pershing February 2010 - March 2010
State Street Corp / Lazard Asset Management March 2008 - March 2009
UBS Financial Services, Inc September 2000 - March 2008
UBS Financial Services September 2000 - September 2004
HGK Asset Management, Inc January 1999 - September 2000
Summit Financial Services Group June 1996 - December 1998
Summit Financial Services Group February 1993 - June 1996
Education
Fairleigh Dickinson University 1999 — 2004
BS, Finance
W. Hunter Wojohn W. Hunter Wojohn's UBS Financial Services, Inc Experience December 2011 - April 2012
Job Senior Financial Analyst at Capital One
Industry Banking
Experience
Capital One January 2013 - Present
UBS Financial Services Inc. December 2011 - April 2012
Hewlett-Packard January 2011 - August 2011
Skills
Excel, Microsoft Office, Fundraising, Event Planning, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Analysis
Education
Georgia Institute of Technology 2008 — 2012
Bachelor of Science, Business Administration; Finance
The Westfield School 2004 — 2008
Capital One January 2013 - Present
UBS Financial Services Inc. December 2011 - April 2012
Hewlett-Packard January 2011 - August 2011
Skills
Excel, Microsoft Office, Fundraising, Event Planning, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Analysis
Education
Georgia Institute of Technology 2008 — 2012
Bachelor of Science, Business Administration; Finance
The Westfield School 2004 — 2008
Emily Steele Emily Steele's UBS Financial Services, Inc Experience 2009 - 2012
Job Sen Registered CSA Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - September 2015
Travelex October 2013 - February 2014
Wealth Management Transitions January 2013 - October 2013
UBS Financial Services Inc 2009 - 2012
UBS Financial Services, Inc 2004 - 2009
Skills
FINRA, Series 63, Series 7, Risk Management, Vendor Management, Banking, Equities, Process Improvement, Asset Management, Portfolio Management, Fixed Income, Operations Management, Change Management, Business Analysis, Financial Analysis, Investments, Financial Services, Securities
Education
Elon University 1999 — 2003
Bachelor of Arts (BA), International Relations and French
Morgan Stanley Wealth Management February 2014 - September 2015
Travelex October 2013 - February 2014
Wealth Management Transitions January 2013 - October 2013
UBS Financial Services Inc 2009 - 2012
UBS Financial Services, Inc 2004 - 2009
Skills
FINRA, Series 63, Series 7, Risk Management, Vendor Management, Banking, Equities, Process Improvement, Asset Management, Portfolio Management, Fixed Income, Operations Management, Change Management, Business Analysis, Financial Analysis, Investments, Financial Services, Securities
Education
Elon University 1999 — 2003
Bachelor of Arts (BA), International Relations and French
Elizabeth Thomas, CFP® Elizabeth Thomas, CFP®'s UBS Financial Services, Inc Experience February 2009 - Present
Job Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS Financial Services Inc February 2009 - Present
AIG SunAmerica January 2008 - November 2008
Allen & O'Hara, Inc. September 2006 - December 2007
Allen & O'Hara, Inc. January 2003 - June 2006
Education
University of North Carolina at Chapel Hill 2002 — 2006
Emory University
Financial Planning Certificate Program
UBS Financial Services Inc February 2009 - Present
AIG SunAmerica January 2008 - November 2008
Allen & O'Hara, Inc. September 2006 - December 2007
Allen & O'Hara, Inc. January 2003 - June 2006
Education
University of North Carolina at Chapel Hill 2002 — 2006
Emory University
Financial Planning Certificate Program
Gina Thompson's UBS Financial Services, Inc Experience 2005 - September 2010
Job Senior Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 2015 - Present
UBS July 2010 - January 2015
UBS Financial Services Inc. 2005 - September 2010
Salomon Smith Barney January 2001 - July 2005
Education
Fordham University
UBS February 2015 - Present
UBS July 2010 - January 2015
UBS Financial Services Inc. 2005 - September 2010
Salomon Smith Barney January 2001 - July 2005
Education
Fordham University
Scott Arentsen, CFA Scott Arentsen, CFA's UBS Financial Services, Inc Experience August 2013 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. August 2013 - Present
Raymond James Financial Inc. January 2008 - August 2013
Morgan Stanley Wealth Management October 2004 - January 2008
Education
Florida Atlantic University 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
Methodist College
UBS Financial Services Inc. August 2013 - Present
Raymond James Financial Inc. January 2008 - August 2013
Morgan Stanley Wealth Management October 2004 - January 2008
Education
Florida Atlantic University 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
Methodist College
Alan Block, CFP Alan Block, CFP's UBS Financial Services, Inc Experience February 2007 - October 2013
Job First Vice President Investments
Industry Financial Services
Experience
Merrill Lynch Wealth Management October 2013 - Present
UBS Financial Services Inc. February 2007 - October 2013
Education
Harvard Business School
M.B.A.
University of Pennsylvania
B.A., History
Wharton School, University of Pennsylvania
B.S. Economics
Merrill Lynch Wealth Management October 2013 - Present
UBS Financial Services Inc. February 2007 - October 2013
Education
Harvard Business School
M.B.A.
University of Pennsylvania
B.A., History
Wharton School, University of Pennsylvania
B.S. Economics
Kevin Toohill Kevin Toohill's UBS Financial Services, Inc Experience February 2009 - Present
Job First Vice President Investments at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. February 2009 - Present
Morgan Stanley January 2007 - February 2009
Legg Mason February 2002 - December 2006
New England Securities August 1999 - January 2002
Education
Fairfield University 1995 — 1999
Bachelor of Science (BS), Marketing
Seton Hall Prep 1991 — 1995
UBS Financial Services Inc. February 2009 - Present
Morgan Stanley January 2007 - February 2009
Legg Mason February 2002 - December 2006
New England Securities August 1999 - January 2002
Education
Fairfield University 1995 — 1999
Bachelor of Science (BS), Marketing
Seton Hall Prep 1991 — 1995
Erik Heger Erik Heger's UBS Financial Services, Inc Experience October 2006 - Present
Job Investment Associate with Fitzpatrick Partners at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. October 2006 - Present
Smith Barney May 2004 - October 2006
AT&T Wireless October 2002 - May 2004
Education
Fordham Gabelli School of Business 2008 — 2011
M.B.A., Finance & Marketing
Rutgers University-New Brunswick 1998 — 2002
B.A., Communications
UBS Financial Services Inc. October 2006 - Present
Smith Barney May 2004 - October 2006
AT&T Wireless October 2002 - May 2004
Education
Fordham Gabelli School of Business 2008 — 2011
M.B.A., Finance & Marketing
Rutgers University-New Brunswick 1998 — 2002
B.A., Communications
Suzann Zadanosky CFP® Suzann Zadanosky CFP®'s UBS Financial Services, Inc Experience 2006 - Present
Job Assistant Complex Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2006 - Present
Janney Montgomery Scott LLC October 2001 - October 2006
Morgan Stanley October 1998 - October 2001
Education
Florida Atlantic University 2000 — 2002
MBA
University of Florida - Warrington College of Business Administration 1994 — 1998
B.S., Finance, Marketing, Economics
UBS Financial Services Inc. 2006 - Present
Janney Montgomery Scott LLC October 2001 - October 2006
Morgan Stanley October 1998 - October 2001
Education
Florida Atlantic University 2000 — 2002
MBA
University of Florida - Warrington College of Business Administration 1994 — 1998
B.S., Finance, Marketing, Economics
Onur Uras Onur Uras's UBS Financial Services, Inc Experience June 2010 - September 2010
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock April 2014 - Present
BlackRock January 2014 - April 2014
BlackRock February 2011 - January 2014
UBS Financial Services Inc June 2010 - September 2010
BlueLinx Inc July 2008 - December 2008
Ford Motor Company/ OTOSA June 2007 - August 2007
Skills
Fixed Income, Derivatives, Project Management, Portfolio Management, Financial Risk, Investments, Economics, Analysis, Finance, Analytics, Forecasting, Mutual Funds, Statistics, Financial Modeling, Quantitative Analytics
Education
University of Pennsylvania 2009 — 2010
Master of Science, Financial Systems Engineering
Georgia Institute of Technology 2004 — 2009
Bachelor of Science, Industrial and Systems Engineering/ Economic Decision Analysis Track
German High School Istanbul 1996 — 2004
ABITUR, Math, Physics, Chem, German, English
BlackRock April 2014 - Present
BlackRock January 2014 - April 2014
BlackRock February 2011 - January 2014
UBS Financial Services Inc June 2010 - September 2010
BlueLinx Inc July 2008 - December 2008
Ford Motor Company/ OTOSA June 2007 - August 2007
Skills
Fixed Income, Derivatives, Project Management, Portfolio Management, Financial Risk, Investments, Economics, Analysis, Finance, Analytics, Forecasting, Mutual Funds, Statistics, Financial Modeling, Quantitative Analytics
Education
University of Pennsylvania 2009 — 2010
Master of Science, Financial Systems Engineering
Georgia Institute of Technology 2004 — 2009
Bachelor of Science, Industrial and Systems Engineering/ Economic Decision Analysis Track
German High School Istanbul 1996 — 2004
ABITUR, Math, Physics, Chem, German, English
Eladio Santiago Eladio Santiago's UBS Financial Services, Inc Experience November 2012 - Present
Job UBS Financial Services Inc. Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc. November 2012 - Present
Morgan Stanley Wealth Management October 2008 - November 2012
Merrill Lynch March 1998 - October 2008
Skills
Investments, Wealth Management
Education
University of Maryland College Park 1984 — 1990
BM MM
Florida International University 1982 — 1984
UBS Financial Services Inc. November 2012 - Present
Morgan Stanley Wealth Management October 2008 - November 2012
Merrill Lynch March 1998 - October 2008
Skills
Investments, Wealth Management
Education
University of Maryland College Park 1984 — 1990
BM MM
Florida International University 1982 — 1984
Yick Tong Yick Tong's UBS Financial Services, Inc Experience August 1998 - August 2007
Job Epic Certified Ambulatory Analyst at University Hospital
Industry Information Technology and Services
Experience
Program Analyst at UMDNJ December 2011 - Present
Essex HITECH 2011 - 2011
Looking for Quality Assurance Position July 2009 - March 2010
John Wiley & Sons, Inc January 2008 - July 2009
UBS Financial Services Inc August 1998 - August 2007
Skills
C++, Relational Databases, Systems Analysis, SDLC, Testing, Quality Assurance, Integration, Software Documentation, Quality Center, SQL, Microsoft SQL Server, Requirements Analysis, XML, Agile Methodologies, Software Development, Business Requirements, Test Planning, Software Design, User Acceptance Testing, Scrum, Software Project..., Requirements Gathering, Visio, Business Analysis, Manual Testing, Test Cases, System Testing, Access, Software Quality..., Leadership, Microsoft Office, Unix, Windows, Databases, HTML, Microsoft Excel, Oracle, Microsoft Word, Sybase, PowerPoint, HP Quality Center, Security, Analysis
Education
Epic University 2012 — 2012
Essex Community College 2009 — 2011
Currently enrolled for Associates of Information Systems, Systems
University of Phoenix 2005 — 2006
Computing Fundamentals
Program Analyst at UMDNJ December 2011 - Present
Essex HITECH 2011 - 2011
Looking for Quality Assurance Position July 2009 - March 2010
John Wiley & Sons, Inc January 2008 - July 2009
UBS Financial Services Inc August 1998 - August 2007
Skills
C++, Relational Databases, Systems Analysis, SDLC, Testing, Quality Assurance, Integration, Software Documentation, Quality Center, SQL, Microsoft SQL Server, Requirements Analysis, XML, Agile Methodologies, Software Development, Business Requirements, Test Planning, Software Design, User Acceptance Testing, Scrum, Software Project..., Requirements Gathering, Visio, Business Analysis, Manual Testing, Test Cases, System Testing, Access, Software Quality..., Leadership, Microsoft Office, Unix, Windows, Databases, HTML, Microsoft Excel, Oracle, Microsoft Word, Sybase, PowerPoint, HP Quality Center, Security, Analysis
Education
Epic University 2012 — 2012
Essex Community College 2009 — 2011
Currently enrolled for Associates of Information Systems, Systems
University of Phoenix 2005 — 2006
Computing Fundamentals
Chris Coram's UBS Financial Services, Inc Experience March 2013 - Present
Job Vice President Investments at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. March 2013 - Present
Bernstein Global Wealth Management July 2008 - February 2013
Goldman Sachs April 2007 - March 2008
HSBC January 2004 - April 2007
HSBC January 1998 - December 2003
Skills
Investments, Series 7, Portfolio Management, Asset Managment, Wealth Management, Asset Allocation, Financial Analysis, Alternative Investments, Bloomberg Terminal, Series 63, Loans, Banking, Asset Management, Credit Analysis, Financial Services, Investment Strategies, Investment Advisory, Risk Management, Hedge Funds, Underwriting, Due Diligence, Mortgage Lending, Credit, Capital Markets, Investment Banking, Finance, Mutual Funds, Securities, Fixed Income, Valuation, Strategic Financial..., Equities, Financial Modeling, Private Equity, Retirement Planning, Bloomberg, Financial Advisory, Investment Management, Bonds, Mergers & Acquisitions, Corporate Finance, Derivatives, Wealth Management..., Trading, Estate Planning, Financial Structuring
Education
Florida State University - College of Business 1993 — 1997
BA, Finance
UBS Financial Services Inc. March 2013 - Present
Bernstein Global Wealth Management July 2008 - February 2013
Goldman Sachs April 2007 - March 2008
HSBC January 2004 - April 2007
HSBC January 1998 - December 2003
Skills
Investments, Series 7, Portfolio Management, Asset Managment, Wealth Management, Asset Allocation, Financial Analysis, Alternative Investments, Bloomberg Terminal, Series 63, Loans, Banking, Asset Management, Credit Analysis, Financial Services, Investment Strategies, Investment Advisory, Risk Management, Hedge Funds, Underwriting, Due Diligence, Mortgage Lending, Credit, Capital Markets, Investment Banking, Finance, Mutual Funds, Securities, Fixed Income, Valuation, Strategic Financial..., Equities, Financial Modeling, Private Equity, Retirement Planning, Bloomberg, Financial Advisory, Investment Management, Bonds, Mergers & Acquisitions, Corporate Finance, Derivatives, Wealth Management..., Trading, Estate Planning, Financial Structuring
Education
Florida State University - College of Business 1993 — 1997
BA, Finance
Tyler Ott's UBS Financial Services, Inc Experience October 2014 - February 2015
Job Professional Football Player at St. Louis Rams
Industry Financial Services
Experience
St. Louis Rams May 2015 - September 2015
UBS Financial Services Inc. October 2014 - February 2015
New England Patriots May 2014 - August 2014
Harvard University June 2013 - September 2013
UBS Financial Services Inc. June 2012 - August 2012
UBS Financial Services Inc. May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Public Speaking, Social Media, Microsoft Word, Research, PowerPoint, Economics, Leadership
Education
Harvard College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Environmental Science & Public Policy
Jenks High School 2006 — 2010
High School, High School Diploma
St. Louis Rams May 2015 - September 2015
UBS Financial Services Inc. October 2014 - February 2015
New England Patriots May 2014 - August 2014
Harvard University June 2013 - September 2013
UBS Financial Services Inc. June 2012 - August 2012
UBS Financial Services Inc. May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Public Speaking, Social Media, Microsoft Word, Research, PowerPoint, Economics, Leadership
Education
Harvard College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Environmental Science & Public Policy
Jenks High School 2006 — 2010
High School, High School Diploma
Patrick Brannam Patrick Brannam's UBS Financial Services, Inc Experience August 2002 - May 2013
Job Sr. Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2013 - Present
UBS Financial Services inc. August 2002 - May 2013
Deloitte & Touche LLP June 1999 - October 2001
GATX Logistics June 1995 - April 1998
Skills
Securities, Investments, Asset Allocation, Series 7, Wealth Management, Retirement Planning, Alternative Investments, Investment Advisory, 401k, Mutual Funds, Strategic Financial..., Portfolio Management, Retirement, Wealth Management..., Asset Management, Financial Analysis, Insurance, IRAs, Bonds, Strategic Planning, Business Strategy
Education
Emory University - Goizueta Business School 1998 — 1999
MBA, Decision Information Analysis
University of Florida 1990 — 1995
BSBA, Business Management
Raymond James May 2013 - Present
UBS Financial Services inc. August 2002 - May 2013
Deloitte & Touche LLP June 1999 - October 2001
GATX Logistics June 1995 - April 1998
Skills
Securities, Investments, Asset Allocation, Series 7, Wealth Management, Retirement Planning, Alternative Investments, Investment Advisory, 401k, Mutual Funds, Strategic Financial..., Portfolio Management, Retirement, Wealth Management..., Asset Management, Financial Analysis, Insurance, IRAs, Bonds, Strategic Planning, Business Strategy
Education
Emory University - Goizueta Business School 1998 — 1999
MBA, Decision Information Analysis
University of Florida 1990 — 1995
BSBA, Business Management
Michael J. Merola's UBS Financial Services, Inc Experience February 2007 - October 2010
Job General Counsel at The Continuum Company
Industry Real Estate
Experience
The Continuum Company October 2010 - Present
UBS Financial Services Inc. February 2007 - October 2010
Golenbock Eiseman Assor Bell & Peskoe February 2005 - February 2007
Weil Gotshal & Manges 2001 - 2005
Cahill Gordon & Reindel 1996 - 2000
Skills
Real Estate Development, Private Equity, Real Estate Financing, Real Estate Transactions, Joint Ventures, Finance, Mergers & Acquisitions, Capital Markets, Corporate Law, Securities Regulation, Securities, Private Placements, IPO, Acquisitions, Mergers, Corporate Governance, Venture Capital, Due Diligence, Restructuring, Corporate Finance, M&A experience, Licensing, Financial Structuring, Real Estate Economics
Education
Harvard Law School 1993 — 1996
JD, Law
Franklin & Marshall College 1989 — 1993
BA, Economics and Government
The Continuum Company October 2010 - Present
UBS Financial Services Inc. February 2007 - October 2010
Golenbock Eiseman Assor Bell & Peskoe February 2005 - February 2007
Weil Gotshal & Manges 2001 - 2005
Cahill Gordon & Reindel 1996 - 2000
Skills
Real Estate Development, Private Equity, Real Estate Financing, Real Estate Transactions, Joint Ventures, Finance, Mergers & Acquisitions, Capital Markets, Corporate Law, Securities Regulation, Securities, Private Placements, IPO, Acquisitions, Mergers, Corporate Governance, Venture Capital, Due Diligence, Restructuring, Corporate Finance, M&A experience, Licensing, Financial Structuring, Real Estate Economics
Education
Harvard Law School 1993 — 1996
JD, Law
Franklin & Marshall College 1989 — 1993
BA, Economics and Government
Alexandra Dufour Alexandra Dufour's UBS Financial Services, Inc Experience August 2007 - May 2015
Job Associate Principal Examiner, FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
UBS Financial Services Inc. August 2007 - May 2015
UBS Financial Services Inc. October 2004 - August 2007
Skills
FINRA, Securities, Securities Regulation, Financial Regulation, Legal Research
Education
State University of New York at Albany 1997 — 1999
Master's degree, History
Hobart and William Smith Colleges 1992 — 1996
Bachelor's degree, History
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
UBS Financial Services Inc. August 2007 - May 2015
UBS Financial Services Inc. October 2004 - August 2007
Skills
FINRA, Securities, Securities Regulation, Financial Regulation, Legal Research
Education
State University of New York at Albany 1997 — 1999
Master's degree, History
Hobart and William Smith Colleges 1992 — 1996
Bachelor's degree, History
Neil Clayman's UBS Financial Services, Inc Experience February 2002 - August 2004
Job Contract Writer/Copy Editor/Proofreader
Industry Writing and Editing
Experience
Self January 2000 - Present
Self Employed December 2000 - September 2012
Mitt Romney Presidential Campaign 2012 June 2012 - July 2012
PSG Staffing August 2009 - April 2012
Graphique de France July 2011 - September 2011
LowesAngeles Magazine March 2004 - 2008
Metro Networks 2006 - 2007
Filene’s October 2005 - April 2006
Specialty Cake Company March 2004 - 2005
UBS Financial Services, Inc February 2002 - August 2004
Skills
Radio Broadcaster, Stand Up Comic, Politcal Campaign..., Copywriting, Writing, Production, Radio, Creative Writing, Editing, Blogging, Public Speaking, Entertainment, Research, Copy Editing, Voice Over, Proofreading, Acting, Broadcast, Theatre, Coaching, Publishing, Advertising, Magazines
Education
Emerson College 1991 — 1993
Associate’s Degree, Mass Communications, B
Northeast College School of Communications 1991 — 1993
Radio and Television, A
Self January 2000 - Present
Self Employed December 2000 - September 2012
Mitt Romney Presidential Campaign 2012 June 2012 - July 2012
PSG Staffing August 2009 - April 2012
Graphique de France July 2011 - September 2011
LowesAngeles Magazine March 2004 - 2008
Metro Networks 2006 - 2007
Filene’s October 2005 - April 2006
Specialty Cake Company March 2004 - 2005
UBS Financial Services, Inc February 2002 - August 2004
Skills
Radio Broadcaster, Stand Up Comic, Politcal Campaign..., Copywriting, Writing, Production, Radio, Creative Writing, Editing, Blogging, Public Speaking, Entertainment, Research, Copy Editing, Voice Over, Proofreading, Acting, Broadcast, Theatre, Coaching, Publishing, Advertising, Magazines
Education
Emerson College 1991 — 1993
Associate’s Degree, Mass Communications, B
Northeast College School of Communications 1991 — 1993
Radio and Television, A
Austin Dodd, CIMA®, CRPS®, AWMA®'s UBS Financial Services, Inc Experience February 2011 - Present
Job Institutional Consulting Analyst at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
UBS January 2014 - Present
UBS Financial Services Inc. February 2011 - Present
UBS Financial Services Inc. February 2009 - December 2013
Enterprise Rent-A-Car August 2008 - February 2009
Education
Elon University
Bachelor of Science, Business Administration
UBS August 2015 - Present
UBS January 2014 - Present
UBS Financial Services Inc. February 2011 - Present
UBS Financial Services Inc. February 2009 - December 2013
Enterprise Rent-A-Car August 2008 - February 2009
Education
Elon University
Bachelor of Science, Business Administration
Galen Emerson Galen Emerson's UBS Financial Services, Inc Experience December 2010 - Present
Job Trade and Processing Specialist
Industry Financial Services
Brandon Gillespie Brandon Gillespie's UBS Financial Services, Inc Experience June 2009 - August 2009
Job Physician Recruiter Healthcare
Industry Hospital & Health Care
Experience
TeedCo. Healthcare Recruiting November 2014 - Present
R.M. Gillespie & Associates, Inc. June 2011 - November 2014
Recruitics October 2010 - April 2011
Burson-Marsteller May 2010 - September 2010
UBS Financial Services Inc. June 2009 - August 2009
CooperSurgical, Inc. May 2007 - December 2007
CooperSurgical, Inc. May 2006 - August 2006
Westport Parks & Recreation - Longshore Club June 2002 - August 2006
Skills
Recruiting, Start-ups, Sales, CRM, New Business Development, Training, Medical Devices, Product Management, Account Management, Product Development, Healthcare, Orthopedic, Public Relations, Market Research, Interviews, Cold Calling, Sales Management, Strategic Planning, Event Planning, Advertising, Product Marketing, Marketing, Selling, Sales Operations, Leadership, B2B, Customer Service, Management
Education
Hobart and William Smith Colleges
Bachelor's Degree, Communications, Political Science
TeedCo. Healthcare Recruiting November 2014 - Present
R.M. Gillespie & Associates, Inc. June 2011 - November 2014
Recruitics October 2010 - April 2011
Burson-Marsteller May 2010 - September 2010
UBS Financial Services Inc. June 2009 - August 2009
CooperSurgical, Inc. May 2007 - December 2007
CooperSurgical, Inc. May 2006 - August 2006
Westport Parks & Recreation - Longshore Club June 2002 - August 2006
Skills
Recruiting, Start-ups, Sales, CRM, New Business Development, Training, Medical Devices, Product Management, Account Management, Product Development, Healthcare, Orthopedic, Public Relations, Market Research, Interviews, Cold Calling, Sales Management, Strategic Planning, Event Planning, Advertising, Product Marketing, Marketing, Selling, Sales Operations, Leadership, B2B, Customer Service, Management
Education
Hobart and William Smith Colleges
Bachelor's Degree, Communications, Political Science
Catie Morici Catie Morici's UBS Financial Services, Inc Experience 2005 - June 2012
Job Director of Private Wealth Services at HighTower Advisors
Industry Financial Services
Experience
HighTower June 2012 - Present
UBS Financial Services, Inc 2005 - June 2012
UBS Wealth Management January 2005 - July 2005
State Street June 2003 - January 2005
Deutsche Bank July 2001 - June 2003
Education
Elon University 1997 — 2001
Bachelor of Science, Business Administration
HighTower June 2012 - Present
UBS Financial Services, Inc 2005 - June 2012
UBS Wealth Management January 2005 - July 2005
State Street June 2003 - January 2005
Deutsche Bank July 2001 - June 2003
Education
Elon University 1997 — 2001
Bachelor of Science, Business Administration
David Silvers MBA's UBS Financial Services, Inc Experience September 2007 - December 2007
Job Account Executive Financial Services at TIBCO Software Inc.
Industry Information Technology and Services
Experience
TIBCO Software Inc. June 2015 - Present
Fordham University January 2013 - December 2014
The Bear Jobs June 2011 - October 2014
ZocDoc October 2011 - February 2012
Symantec July 2011 - October 2011
Symantec March 2010 - July 2011
Inc. Village of Saltaire Maintenance September 2008 - March 2010
UBS Financial Services Inc September 2007 - December 2007
Select Brokerage, Inc June 2006 - September 2007
Skills
Microsoft Excel, Salesforce.com, Social Media, Sales, Data Analysis, Management, Microsoft Word, Account Management, Business Development, Social Media Marketing, New Business Development, Marketing, Customer Service, Marketing Strategy, Microsoft Office, Sales Management, Market Research, Research, Social Networking, Leadership, Project Management, Analytics, Analysis, CRM
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Information Technology
Syracuse University 2004 — 2008
Bachelors, Finance and Entrepreneurship
TIBCO Software Inc. June 2015 - Present
Fordham University January 2013 - December 2014
The Bear Jobs June 2011 - October 2014
ZocDoc October 2011 - February 2012
Symantec July 2011 - October 2011
Symantec March 2010 - July 2011
Inc. Village of Saltaire Maintenance September 2008 - March 2010
UBS Financial Services Inc September 2007 - December 2007
Select Brokerage, Inc June 2006 - September 2007
Skills
Microsoft Excel, Salesforce.com, Social Media, Sales, Data Analysis, Management, Microsoft Word, Account Management, Business Development, Social Media Marketing, New Business Development, Marketing, Customer Service, Marketing Strategy, Microsoft Office, Sales Management, Market Research, Research, Social Networking, Leadership, Project Management, Analytics, Analysis, CRM
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Information Technology
Syracuse University 2004 — 2008
Bachelors, Finance and Entrepreneurship
Oksana Tishchenko's UBS Financial Services, Inc Experience June 2010 - May 2011
Job at
Industry Marketing and Advertising
Experience
Self March 2014 - Present
Hogarth Worldwide February 2012 - Present
Frontier Horizon January 2003 - Present
Frontier Horizon January 2003 - Present
Merchant Cash and Capital LLC June 2013 - August 2013
UBS Financial Services Inc June 2010 - May 2011
Radio City Music Hall Production Department February 2010 - May 2010
Skills
Editing, Copywriting, Proofreading, Advertising, Social Media, Translation, Marketing, Localization, French, Marketing Communications, Financial Analysis, Market Research, Presenter, Teamwork, Financial Statement..., Foreign Languages, Simultaneous...
Education
Fordham University 2009 — 2012
Bachelor of Science, Marketing; Finance
Mechnikov Odessa National University, Economics and Law School, Odessa, Ukraine 2007 — 2012
Bachelor of Laws, Jurisprudence
Self March 2014 - Present
Hogarth Worldwide February 2012 - Present
Frontier Horizon January 2003 - Present
Frontier Horizon January 2003 - Present
Merchant Cash and Capital LLC June 2013 - August 2013
UBS Financial Services Inc June 2010 - May 2011
Radio City Music Hall Production Department February 2010 - May 2010
Skills
Editing, Copywriting, Proofreading, Advertising, Social Media, Translation, Marketing, Localization, French, Marketing Communications, Financial Analysis, Market Research, Presenter, Teamwork, Financial Statement..., Foreign Languages, Simultaneous...
Education
Fordham University 2009 — 2012
Bachelor of Science, Marketing; Finance
Mechnikov Odessa National University, Economics and Law School, Odessa, Ukraine 2007 — 2012
Bachelor of Laws, Jurisprudence
Jon LeBoutillier Jon LeBoutillier's UBS Financial Services, Inc Experience May 2012 - May 2013
Job Equity Derivatives Trading Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Georgia Tech Student Foundation Investments Committee August 2013 - August 2014
Gadfly Capital November 2012 - December 2013
Asian Century Quest Capital, LLC May 2013 - August 2013
UBS Financial Services Inc May 2012 - May 2013
London 2012 July 2012 - August 2012
Education
Georgia Institute of Technology 2011 — 2014
BS, Finance, 3.82 GPA
London School of Economics and Political Science
Pope High School 2007 — 2011
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Georgia Tech Student Foundation Investments Committee August 2013 - August 2014
Gadfly Capital November 2012 - December 2013
Asian Century Quest Capital, LLC May 2013 - August 2013
UBS Financial Services Inc May 2012 - May 2013
London 2012 July 2012 - August 2012
Education
Georgia Institute of Technology 2011 — 2014
BS, Finance, 3.82 GPA
London School of Economics and Political Science
Pope High School 2007 — 2011
Jonathan Grant Jonathan Grant's UBS Financial Services, Inc Experience November 2013 - May 2014
Job Analyst M&A at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
UBS Financial Services Inc. November 2013 - May 2014
ING U.S. Investment Management May 2013 - October 2013
Penton Media (Govalytics™) July 2013 - September 2013
Prager Private Equity April 2013 - August 2013
Penton Media, Inc. (EquipmentWatch®) January 2013 - July 2013
Georgia Southern University IT Services - Enterprise Application Services January 2012 - July 2012
OfficeMax June 2011 - January 2012
NCR Corporation July 2011 - December 2011
Skills
Mergers & Acquisitions, Finance, Valuation, Investments, Microsoft Excel, Financial Analysis, Bloomberg, Investment Banking, Wealth Management, Private Equity, Hedge Funds, Bloomberg Terminal, Alternative Investments, Morningstar, Underwriting, Real Estate, Risk Management, Microsoft Office, Java, Due Diligence, Corporate Budgeting, Budget Process, Market Research, Data Coordination, Data Analytics, Oracle, SharePoint, Computer Science, Software Systems, Website Building, Virtualization, Microsoft SQL Server, Quality Center, Visual Basic, JavaScript, CSS, XHTML
Education
Georgia Institute of Technology
Bachelor of Science (B.S.), Business Administration, Finance
SunTrust Robinson Humphrey January 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
UBS Financial Services Inc. November 2013 - May 2014
ING U.S. Investment Management May 2013 - October 2013
Penton Media (Govalytics™) July 2013 - September 2013
Prager Private Equity April 2013 - August 2013
Penton Media, Inc. (EquipmentWatch®) January 2013 - July 2013
Georgia Southern University IT Services - Enterprise Application Services January 2012 - July 2012
OfficeMax June 2011 - January 2012
NCR Corporation July 2011 - December 2011
Skills
Mergers & Acquisitions, Finance, Valuation, Investments, Microsoft Excel, Financial Analysis, Bloomberg, Investment Banking, Wealth Management, Private Equity, Hedge Funds, Bloomberg Terminal, Alternative Investments, Morningstar, Underwriting, Real Estate, Risk Management, Microsoft Office, Java, Due Diligence, Corporate Budgeting, Budget Process, Market Research, Data Coordination, Data Analytics, Oracle, SharePoint, Computer Science, Software Systems, Website Building, Virtualization, Microsoft SQL Server, Quality Center, Visual Basic, JavaScript, CSS, XHTML
Education
Georgia Institute of Technology
Bachelor of Science (B.S.), Business Administration, Finance
Morgan Sirlin's UBS Financial Services, Inc Experience September 2008 - February 2010
Job Senior Financial Analyst at Adler Group, Inc.
Industry Real Estate
Experience
Adler Group, Inc. July 2015 - Present
Panther Real Estate Partners October 2014 - June 2015
Good Property Company May 2014 - August 2014
Soufeh Capital Partners March 2012 - April 2014
Lincoln Capital, LLC June 2010 - February 2012
UBS Financial Services, Inc September 2008 - February 2010
Fernandez Investment Group, Inc June 2006 - September 2006
Panther Management Corp June 2005 - September 2005
Skills
Equities, Asset Management, Excel, Property Management, Word, Investments, Microsoft Office, Customer Relations, PowerPoint, Financial Analysis, Customer Service, Outlook, Research, Real Estate, Business Development, Microsoft Excel, Valuation, Finance, Portfolio Management, Microsoft Word, Mergers & Acquisitions, Fixed Income, Risk Management, Strategy, Analysis, Budgets, Management, Due Diligence
Education
The George Washington University Washington D.C 2005 — 2008
Bachelor of Business Administration, Finance
Florida State University 2004 — 2004
Adler Group, Inc. July 2015 - Present
Panther Real Estate Partners October 2014 - June 2015
Good Property Company May 2014 - August 2014
Soufeh Capital Partners March 2012 - April 2014
Lincoln Capital, LLC June 2010 - February 2012
UBS Financial Services, Inc September 2008 - February 2010
Fernandez Investment Group, Inc June 2006 - September 2006
Panther Management Corp June 2005 - September 2005
Skills
Equities, Asset Management, Excel, Property Management, Word, Investments, Microsoft Office, Customer Relations, PowerPoint, Financial Analysis, Customer Service, Outlook, Research, Real Estate, Business Development, Microsoft Excel, Valuation, Finance, Portfolio Management, Microsoft Word, Mergers & Acquisitions, Fixed Income, Risk Management, Strategy, Analysis, Budgets, Management, Due Diligence
Education
The George Washington University Washington D.C 2005 — 2008
Bachelor of Business Administration, Finance
Florida State University 2004 — 2004
Milade Kaik's UBS Financial Services, Inc Experience October 2009 - Present
Job UBS Financial Services Inc.
Industry Banking
Experience
UBS Financial Services Inc. October 2009 - Present
The Standard Chartered Private Bank / StanChart Securities International, Inc. December 2008 - October 2009
Santander Private Banking May 2006 - December 2008
Santander Private Banking February 2000 - May 2006
Education
University of Miami - School of Business 2012 — 2013
MBA
Florida International University - College of Business
International Business and Management
UBS Financial Services Inc. October 2009 - Present
The Standard Chartered Private Bank / StanChart Securities International, Inc. December 2008 - October 2009
Santander Private Banking May 2006 - December 2008
Santander Private Banking February 2000 - May 2006
Education
University of Miami - School of Business 2012 — 2013
MBA
Florida International University - College of Business
International Business and Management
Carmen (Rojas) Wyner Carmen (Rojas) Wyner's UBS Financial Services, Inc Experience September 2003 - March 2005
Job FP&A Shared Services Manager at Marsh & McLennan Companies, Inc.
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. April 2010 - Present
Marsh & McLennan Companies, Inc. April 2007 - April 2010
BASF Corporation March 2005 - December 2006
UBS Financial Services Inc September 2003 - March 2005
Skills
Hyperion Planning, Oracle, Microsoft Office, Hyperion, Excel, Budgeting, Planning, Forecasting, PowerPoint, Word, HFM, Accounting, Vlookup, Hyperion Enterprise, Finance, Account Reconciliation, Budgets, Project Planning
Education
Fairleigh Dickinson University 1997 — 2002
Master of Science in Accounting, Accounting
Marsh & McLennan Companies, Inc. April 2010 - Present
Marsh & McLennan Companies, Inc. April 2007 - April 2010
BASF Corporation March 2005 - December 2006
UBS Financial Services Inc September 2003 - March 2005
Skills
Hyperion Planning, Oracle, Microsoft Office, Hyperion, Excel, Budgeting, Planning, Forecasting, PowerPoint, Word, HFM, Accounting, Vlookup, Hyperion Enterprise, Finance, Account Reconciliation, Budgets, Project Planning
Education
Fairleigh Dickinson University 1997 — 2002
Master of Science in Accounting, Accounting
Andy Sharp, CIMA®'s UBS Financial Services, Inc Experience February 2007 - April 2009
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
OptionsXpress/BX Asset Management January 2010 - August 2012
Paul Comstock Parnters April 2009 - December 2009
UBS Financial Services Inc. February 2007 - April 2009
AIM Private Asset Management June 2006 - January 2007
UBS Financial Services Inc. February 2003 - June 2006
Walter P Moore April 2001 - January 2003
Standard Parking July 1997 - April 2001
Education
Houston Baptist University 2001 — 2003
MBA, Finance
University of Notre Dame 1995 — 1997
BA, American Studies
Holy Cross College 1993 — 1995
Associate's degree
John Adams High School 1989 — 1993
Charles Schwab September 2012 - Present
OptionsXpress/BX Asset Management January 2010 - August 2012
Paul Comstock Parnters April 2009 - December 2009
UBS Financial Services Inc. February 2007 - April 2009
AIM Private Asset Management June 2006 - January 2007
UBS Financial Services Inc. February 2003 - June 2006
Walter P Moore April 2001 - January 2003
Standard Parking July 1997 - April 2001
Education
Houston Baptist University 2001 — 2003
MBA, Finance
University of Notre Dame 1995 — 1997
BA, American Studies
Holy Cross College 1993 — 1995
Associate's degree
John Adams High School 1989 — 1993
Greg Hollingsworth Greg Hollingsworth's UBS Financial Services, Inc Experience October 2008 - Present
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. October 2008 - Present
Education
George Mason University
M.B.A., Finance
University of Maryland College Park
Bachelor's Degree of Science, Zoology and Chemistry
UBS Financial Services Inc. October 2008 - Present
Education
George Mason University
M.B.A., Finance
University of Maryland College Park
Bachelor's Degree of Science, Zoology and Chemistry
Veronika Gorkina Veronika Gorkina's UBS Financial Services, Inc Experience June 2008 - August 2008
Job Commercial Operations Manager, North America, at MediaMath
Industry Marketing and Advertising
Experience
MediaMath June 2014 - Present
Tanteo Spirits September 2013 - December 2013
Kidville April 2013 - September 2013
The Body Shop, L'Oreal February 2007 - February 2013
UBS Financial Services Inc June 2008 - August 2008
United Colors of Benetton January 2004 - February 2007
Skills
Multilingual, Recruiting, Store Management, Budgets, Training, Customer Service, Retail, Leadership, Management, Customer Satisfaction, Sales, Merchandising, Sales Operations, Analysis, Sales Management, Inventory Management, Marketing, Start-ups
Education
NYU 2012 — 2014
International Business and Finance, Business
Baruch College / Zicklin School of Business 2005 — 2009
Degree; Bachelor, Business Administration; Finance and
Herzen State Pedagogical University of Russia 2001 — 2003
incomplete ba, management
MediaMath June 2014 - Present
Tanteo Spirits September 2013 - December 2013
Kidville April 2013 - September 2013
The Body Shop, L'Oreal February 2007 - February 2013
UBS Financial Services Inc June 2008 - August 2008
United Colors of Benetton January 2004 - February 2007
Skills
Multilingual, Recruiting, Store Management, Budgets, Training, Customer Service, Retail, Leadership, Management, Customer Satisfaction, Sales, Merchandising, Sales Operations, Analysis, Sales Management, Inventory Management, Marketing, Start-ups
Education
NYU 2012 — 2014
International Business and Finance, Business
Baruch College / Zicklin School of Business 2005 — 2009
Degree; Bachelor, Business Administration; Finance and
Herzen State Pedagogical University of Russia 2001 — 2003
incomplete ba, management
Humberto De Luigi Humberto De Luigi's UBS Financial Services, Inc Experience January 2008 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2008 - Present
Princeton Asset Management January 1999 - July 2003
Atlantic (USA) Inc. July 1988 - December 1998
Machado & Co., Inc. September 1976 - July 1988
Education
Georgetown University 1972 — 1976
BSFS, History
UBS Financial Services Inc. January 2008 - Present
Princeton Asset Management January 1999 - July 2003
Atlantic (USA) Inc. July 1988 - December 1998
Machado & Co., Inc. September 1976 - July 1988
Education
Georgetown University 1972 — 1976
BSFS, History
Monica. Sotomayor Monica. Sotomayor's UBS Financial Services, Inc Experience February 2006 - Present
Job Client Advisor Assitant / Associate Director
Industry Banking
Experience
UBS Financial Services Inc. February 2006 - Present
Banco Nacional 1992 - 1996
Education
Florida International University - College of Business 1997 — 1999
BBA, Business Management
UBS Financial Services Inc. February 2006 - Present
Banco Nacional 1992 - 1996
Education
Florida International University - College of Business 1997 — 1999
BBA, Business Management
Alan Wojtowicz Alan Wojtowicz's UBS Financial Services, Inc Experience July 2011 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. July 2011 - Present
Morgan Stanley Smith Barney September 2002 - July 2011
Education
Elmhurst College 1998 — 2002
Bachelor of Science (BS), Economics and Finance
UBS Financial Services Inc. July 2011 - Present
Morgan Stanley Smith Barney September 2002 - July 2011
Education
Elmhurst College 1998 — 2002
Bachelor of Science (BS), Economics and Finance
John Mucciolo's UBS Financial Services, Inc Experience January 2007 - April 2009
Job Service Delivery Relationship Manager at Wyndham Worldwide
Industry Hospitality
Experience
Wyndham Worldwide September 2011 - Present
Medco September 2010 - September 2011
UBS Financial Services Inc January 2007 - April 2009
UBS January 1996 - January 2007
PaineWebber October 1988 - January 1996
Chase Home Mortgage 1987 - 1988
Skills
SDLC, Project Portfolio..., CRM, Customer Service, Relationship Management, Service Delivery, Financial Services, Project Management, Process Improvement, Business Analysis, Information Technology, IT Strategy, Microsoft Office, Business Process..., Continuous Improvement, Management, Strategic Planning, Business Development, Strategy, Program Management
Education
ITIL 2012 — 2012
Foundations 3.0, ITSM
Fairleigh Dickinson University 1988 — 1993
MBA, International Business
William Paterson University of New Jersey 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Wyndham Worldwide September 2011 - Present
Medco September 2010 - September 2011
UBS Financial Services Inc January 2007 - April 2009
UBS January 1996 - January 2007
PaineWebber October 1988 - January 1996
Chase Home Mortgage 1987 - 1988
Skills
SDLC, Project Portfolio..., CRM, Customer Service, Relationship Management, Service Delivery, Financial Services, Project Management, Process Improvement, Business Analysis, Information Technology, IT Strategy, Microsoft Office, Business Process..., Continuous Improvement, Management, Strategic Planning, Business Development, Strategy, Program Management
Education
ITIL 2012 — 2012
Foundations 3.0, ITSM
Fairleigh Dickinson University 1988 — 1993
MBA, International Business
William Paterson University of New Jersey 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
David Begley David Begley's UBS Financial Services, Inc Experience November 2007 - May 2010
Job Vice President at Bank of America Merrill Lynch
Industry Marketing and Advertising
Experience
Bank of America Merrill Lynch May 2010 - Present
UBS Financial Services Inc. November 2007 - May 2010
Merrill Lynch January 2007 - October 2007
Merrill Lynch July 2002 - January 2007
Merrill Lynch March 2001 - July 2002
Merrill Lynch August 2000 - March 2001
Merrill Lynch May 2000 - August 2000
Penton Media May 1990 - September 1997
Skills
Online Publishing, Online Marketing, Social Media, Marketing Strategy, Writing, Editing, Content Management, Newsletters, Content Development, Web Content, Digital Marketing, Email Marketing, Social Media Marketing, Marketing Communications, Corporate Communications, Strategy, Public Relations, Marketing, Blogging, Advertising, CRM, E-commerce, Internal Communications
Education
Fairfield University 1983 — 1987
Bachelor of Arts, English (Writing and Literature)
Bank of America Merrill Lynch May 2010 - Present
UBS Financial Services Inc. November 2007 - May 2010
Merrill Lynch January 2007 - October 2007
Merrill Lynch July 2002 - January 2007
Merrill Lynch March 2001 - July 2002
Merrill Lynch August 2000 - March 2001
Merrill Lynch May 2000 - August 2000
Penton Media May 1990 - September 1997
Skills
Online Publishing, Online Marketing, Social Media, Marketing Strategy, Writing, Editing, Content Management, Newsletters, Content Development, Web Content, Digital Marketing, Email Marketing, Social Media Marketing, Marketing Communications, Corporate Communications, Strategy, Public Relations, Marketing, Blogging, Advertising, CRM, E-commerce, Internal Communications
Education
Fairfield University 1983 — 1987
Bachelor of Arts, English (Writing and Literature)
Cassie Williams Cassie Williams's UBS Financial Services, Inc Experience September 2014 - December 2014
Job Inbound Annuities Representative at Lincoln Financial Group
Industry International Affairs
Experience
Lincoln Financial Group May 2015 - Present
Krispy Kreme January 2015 - May 2015
UBS Financial Services Inc. September 2014 - December 2014
Bernhardt Design October 2014 - October 2014
High Point University Hayworth Memorial Chapel September 2012 - May 2014
Genuity Concepts August 2013 - December 2013
Law Office of Timothy M. Williams September 2009 - August 2012
The Vault Delicatessen September 2009 - June 2011
Court One Athletic Club June 2008 - July 2010
Skills
Spanish, Cpr Certified, First Aid, Microsoft Excel, Microsoft Word, Teamwork, Leadership, Organization, Time Management, Spanish-speaking, International Business, Management, Public Speaking, PowerPoint, Microsoft Office, Social Networking, Facebook
Education
High Point University 2011 — 2015
B.S.B.A, International Business, Spanish Minor
Lincoln Financial Group May 2015 - Present
Krispy Kreme January 2015 - May 2015
UBS Financial Services Inc. September 2014 - December 2014
Bernhardt Design October 2014 - October 2014
High Point University Hayworth Memorial Chapel September 2012 - May 2014
Genuity Concepts August 2013 - December 2013
Law Office of Timothy M. Williams September 2009 - August 2012
The Vault Delicatessen September 2009 - June 2011
Court One Athletic Club June 2008 - July 2010
Skills
Spanish, Cpr Certified, First Aid, Microsoft Excel, Microsoft Word, Teamwork, Leadership, Organization, Time Management, Spanish-speaking, International Business, Management, Public Speaking, PowerPoint, Microsoft Office, Social Networking, Facebook
Education
High Point University 2011 — 2015
B.S.B.A, International Business, Spanish Minor
Nancy J DeMartini Nancy J DeMartini's UBS Financial Services, Inc Experience 2008 - December 2011
Job Managing Partner of Event Kitchen953
Industry Hospitality
Experience
Event Kitchen953 November 2012 - Present
Grossauer Consulting, Inc. January 2012 - July 2012
UBS Financial Services inc 2008 - December 2011
Hospice 100 1994 - 2011
Morgan Stanley November 1997 - November 2008
Skills
Teamwork, Marketing Strategy, Event Planning, Microsoft Excel, Fundraising, Work Ethic, Customer Service, Project Management, Marketing, Investments, Microsoft Word, Budgets, Sales, Social Media, Strategic Planning, Business Development
Education
Florida Atlantic University
BS, Finance
Florida State University
Event Kitchen953 November 2012 - Present
Grossauer Consulting, Inc. January 2012 - July 2012
UBS Financial Services inc 2008 - December 2011
Hospice 100 1994 - 2011
Morgan Stanley November 1997 - November 2008
Skills
Teamwork, Marketing Strategy, Event Planning, Microsoft Excel, Fundraising, Work Ethic, Customer Service, Project Management, Marketing, Investments, Microsoft Word, Budgets, Sales, Social Media, Strategic Planning, Business Development
Education
Florida Atlantic University
BS, Finance
Florida State University
Holly Hendrix's UBS Financial Services, Inc Experience 1985 - Present
Job Managing Director Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc 1985 - Present
Skills
Wealth Management, Finance, Investments, Series 7, Equities, Asset Management, Fixed Income, Portfolio Management, Alternative Investments, Securities
Education
Hollins University 1971 — 1975
Mt Lebanon High School
UBS Financial Services Inc 1985 - Present
Skills
Wealth Management, Finance, Investments, Series 7, Equities, Asset Management, Fixed Income, Portfolio Management, Alternative Investments, Securities
Education
Hollins University 1971 — 1975
Mt Lebanon High School
Stephen E. Berube's UBS Financial Services, Inc Experience September 1998 - July 2013
Job President at Echo Creek Capital, LLC
Industry Financial Services
Experience
Echo Creek Capital, LLC July 2013 - Present
UBS Financial Services Inc. September 1998 - July 2013
Merrill Lynch September 1988 - September 1998
Skills
Investments, Hedge Funds, Mutual Funds, Trading, Financial Markets, Asset Allocation, Series 7, Alternative Investments, Equities, Portfolio Management, Asset Management, Series 63, Securities, Options, Financial Analysis, Mergers & Acquisitions, Derivatives, Wealth Management, Capital Markets, Fixed Income, Valuation, Retirement Planning
Education
Georgetown University 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Echo Creek Capital, LLC July 2013 - Present
UBS Financial Services Inc. September 1998 - July 2013
Merrill Lynch September 1988 - September 1998
Skills
Investments, Hedge Funds, Mutual Funds, Trading, Financial Markets, Asset Allocation, Series 7, Alternative Investments, Equities, Portfolio Management, Asset Management, Series 63, Securities, Options, Financial Analysis, Mergers & Acquisitions, Derivatives, Wealth Management, Capital Markets, Fixed Income, Valuation, Retirement Planning
Education
Georgetown University 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Frederick Lowe's UBS Financial Services, Inc Experience April 2006 - Present
Job Financial Advisor at UBS Financial Services Inc
Industry Capital Markets
Experience
UBS Financial Services Inc April 2006 - Present
A.G. Edwards & Sons, Inc. March 2000 - April 2005
Education
Gettysburg College 1978 — 1982
UBS Financial Services Inc April 2006 - Present
A.G. Edwards & Sons, Inc. March 2000 - April 2005
Education
Gettysburg College 1978 — 1982
Darwin Tse's UBS Financial Services, Inc Experience January 2008 - April 2008
Job Account Executive at CAHG
Industry Marketing and Advertising
Experience
CAHG November 2014 - Present
Leo Burnett April 2014 - October 2014
O'Keefe Reinhard & Paul December 2013 - December 2013
CAHG June 2013 - August 2013
Chang & Adams Consulting January 2010 - May 2011
Forward Observer Inc. November 2008 - October 2009
Greater Homewood Community Corporation February 2008 - May 2008
UBS Financial Services Inc. January 2008 - April 2008
Forward Observer Inc. June 2007 - August 2007
Hotkeys Internet Group June 2005 - August 2005
Skills
Market Research, Analysis, Research, Financial Analysis, Advertising, Integrated Marketing, Marketing Communications, Strategic Planning, Strategy, Analytics, Blogging, Public Relations, Marketing, Management, PowerPoint, Program Management, Microsoft Excel, Business Strategy, Business Development, SPSS, Business Economics, Event Planning, comScore, Fiscal Policy, Planning Budgeting &..., Digital Marketing, Digital Strategy, Creative Strategy, Creative Briefs, Social Media, Social Media Marketing, Access, Customer Insight, Leadership, Social Networking, Data Analysis, Competitive Analysis, Marketing Research, Project Management, Account Management
Education
Northwestern University 2012 — 2013
Master of Science (MS), Integrated Marketing Communications
Goucher College 2004 — 2008
Bachelor of Arts (B.A.), Communications & Media Studies; Managment
Københavns Universitet 2006 — 2006
Study Abroad, International Business and Economics
CAHG November 2014 - Present
Leo Burnett April 2014 - October 2014
O'Keefe Reinhard & Paul December 2013 - December 2013
CAHG June 2013 - August 2013
Chang & Adams Consulting January 2010 - May 2011
Forward Observer Inc. November 2008 - October 2009
Greater Homewood Community Corporation February 2008 - May 2008
UBS Financial Services Inc. January 2008 - April 2008
Forward Observer Inc. June 2007 - August 2007
Hotkeys Internet Group June 2005 - August 2005
Skills
Market Research, Analysis, Research, Financial Analysis, Advertising, Integrated Marketing, Marketing Communications, Strategic Planning, Strategy, Analytics, Blogging, Public Relations, Marketing, Management, PowerPoint, Program Management, Microsoft Excel, Business Strategy, Business Development, SPSS, Business Economics, Event Planning, comScore, Fiscal Policy, Planning Budgeting &..., Digital Marketing, Digital Strategy, Creative Strategy, Creative Briefs, Social Media, Social Media Marketing, Access, Customer Insight, Leadership, Social Networking, Data Analysis, Competitive Analysis, Marketing Research, Project Management, Account Management
Education
Northwestern University 2012 — 2013
Master of Science (MS), Integrated Marketing Communications
Goucher College 2004 — 2008
Bachelor of Arts (B.A.), Communications & Media Studies; Managment
Københavns Universitet 2006 — 2006
Study Abroad, International Business and Economics
David Feroleto's UBS Financial Services, Inc Experience June 2001 - Present
Job Certfied Financial Planner at UBS
Industry Financial Services
Experience
UBS Financial Services Inc. June 2001 - Present
Education
Georgia State University 1994 — 1996
MS, Business Management
Providence College 1985 — 1989
BS, Business Administration
UBS Financial Services Inc. June 2001 - Present
Education
Georgia State University 1994 — 1996
MS, Business Management
Providence College 1985 — 1989
BS, Business Administration
Tammi Halley's UBS Financial Services, Inc Experience 1989 - Present
Job UBS Financial Services Inc.
Industry Financial Services
Hunter Hawkins's UBS Financial Services, Inc Experience June 2008 - August 2008
Job Contractual Compliance Specialist at ICANN
Industry Internet
Experience
ICANN June 2015 - Present
Northrop Grumman September 2014 - June 2015
Tenzing Group, LLC October 2012 - March 2015
Lauren A. Vazquez, Attorney at Law April 2014 - July 2014
Centro de Ayuda Legal para Inmigrantes October 2013 - December 2013
Lauren A. Vazquez, Attorney at law August 2013 - December 2013
Lauren A. Vazquez, Attorney at Law September 2011 - July 2012
MBA Consulting Project with City of Knoxville September 2009 - November 2009
LaPorte Torch Fund September 2008 - September 2009
UBS Financial Services Inc. June 2008 - August 2008
Skills
Finance, Market Research, Economics, Marketing, Data Analysis, Research, Entrepreneurship, Analysis, Sports Law, Marketing Strategy, Investments, Customer Service, Microsoft Excel, Financial Analysis, Legal Research, Legal Writing, Business Development, Start-ups, Cross-functional Team..., Management, Financial Modeling, SPSS, Access, PowerPoint, Statistics, International Law, Bloomberg Terminal, Lotus Notes, Gretl, LawLogix, HTML, Blogger, Valuation
Education
Santa Clara University School of Law 2010 — 2013
J.D., Law
University of Tennessee-Knoxville - College of Business Administration 2008 — 2009
M.B.A., Finance
University of Rochester - William E. Simon Graduate School of Business Administration 2007 — 2008
M.S., Marketing
University of Rochester 2003 — 2007
B.A., Economics
Montgomery Bell Academy 1997 — 2003
ICANN June 2015 - Present
Northrop Grumman September 2014 - June 2015
Tenzing Group, LLC October 2012 - March 2015
Lauren A. Vazquez, Attorney at Law April 2014 - July 2014
Centro de Ayuda Legal para Inmigrantes October 2013 - December 2013
Lauren A. Vazquez, Attorney at law August 2013 - December 2013
Lauren A. Vazquez, Attorney at Law September 2011 - July 2012
MBA Consulting Project with City of Knoxville September 2009 - November 2009
LaPorte Torch Fund September 2008 - September 2009
UBS Financial Services Inc. June 2008 - August 2008
Skills
Finance, Market Research, Economics, Marketing, Data Analysis, Research, Entrepreneurship, Analysis, Sports Law, Marketing Strategy, Investments, Customer Service, Microsoft Excel, Financial Analysis, Legal Research, Legal Writing, Business Development, Start-ups, Cross-functional Team..., Management, Financial Modeling, SPSS, Access, PowerPoint, Statistics, International Law, Bloomberg Terminal, Lotus Notes, Gretl, LawLogix, HTML, Blogger, Valuation
Education
Santa Clara University School of Law 2010 — 2013
J.D., Law
University of Tennessee-Knoxville - College of Business Administration 2008 — 2009
M.B.A., Finance
University of Rochester - William E. Simon Graduate School of Business Administration 2007 — 2008
M.S., Marketing
University of Rochester 2003 — 2007
B.A., Economics
Montgomery Bell Academy 1997 — 2003
John Weilnau, RP®'s UBS Financial Services, Inc Experience July 2015 - Present
Job Wealth Management Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. July 2015 - Present
UBS Financial Services, Inc April 2014 - July 2015
UBS Financial Services, Inc. April 2012 - April 2014
UBS Financial Services, Inc. February 2009 - May 2012
Education
Middlebury College 2007 — 2013
Master of Arts (MA), Russian
Herzen State Pedagogical University of Russia 2006 — 2007
Post-graduate Study Abroad, Russian
Miami University 2002 — 2006
Bachelor of Arts (B.A.), Psychology, Russian
Edison High School
UBS Financial Services, Inc. July 2015 - Present
UBS Financial Services, Inc April 2014 - July 2015
UBS Financial Services, Inc. April 2012 - April 2014
UBS Financial Services, Inc. February 2009 - May 2012
Education
Middlebury College 2007 — 2013
Master of Arts (MA), Russian
Herzen State Pedagogical University of Russia 2006 — 2007
Post-graduate Study Abroad, Russian
Miami University 2002 — 2006
Bachelor of Arts (B.A.), Psychology, Russian
Edison High School
Richard Korzenko's UBS Financial Services, Inc Experience 2000 - 2004
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America July 2011 - Present
Barclays Wealth August 2010 - July 2011
Neuberger Berman October 2008 - August 2010
Lehman Brothers June 2004 - October 2008
UBS Financial Services Inc. 2000 - 2004
Skills
Investment Banking, Prime Brokerage, Capital Markets, Wealth Management, Securities, Asset Managment, Financial Services, Enterprise Architecture, Business Analysis, Risk Management, SDLC, Hedge Funds, Banking, Investments, Technology Integration, IT Management, IT Infrastructure..., Master Data Management, Application Architecture, Program Management, Management, Asset Management, Project Management
Education
Stevens Institute of Technology 2002 — 2004
MS, Information Systems
Farmingdale State University of New York 1999 — 1999
Continuing Education, Business Computer Systems, 4.0
Stony Brook University 1993 — 1997
Bachelor of Arts (B.A.), Sociology
Bank of America July 2011 - Present
Barclays Wealth August 2010 - July 2011
Neuberger Berman October 2008 - August 2010
Lehman Brothers June 2004 - October 2008
UBS Financial Services Inc. 2000 - 2004
Skills
Investment Banking, Prime Brokerage, Capital Markets, Wealth Management, Securities, Asset Managment, Financial Services, Enterprise Architecture, Business Analysis, Risk Management, SDLC, Hedge Funds, Banking, Investments, Technology Integration, IT Management, IT Infrastructure..., Master Data Management, Application Architecture, Program Management, Management, Asset Management, Project Management
Education
Stevens Institute of Technology 2002 — 2004
MS, Information Systems
Farmingdale State University of New York 1999 — 1999
Continuing Education, Business Computer Systems, 4.0
Stony Brook University 1993 — 1997
Bachelor of Arts (B.A.), Sociology
John- Claude Acampa, CFP®'s UBS Financial Services, Inc Experience April 2011 - Present
Job Wealth Advice Center Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. April 2011 - Present
Chase Investment Services Corporation June 2009 - March 2011
TD Ameritrade November 2004 - June 2009
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
Master of Business Administration (M.B.A.), Finance, General
Fairfield University 1998 — 2002
Bachelor of Science, Marketing
UBS Financial Services Inc. April 2011 - Present
Chase Investment Services Corporation June 2009 - March 2011
TD Ameritrade November 2004 - June 2009
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
Master of Business Administration (M.B.A.), Finance, General
Fairfield University 1998 — 2002
Bachelor of Science, Marketing
Frank Ricca's UBS Financial Services, Inc Experience November 2004 - November 2006
Job Financial Services Professional
Industry Financial Services
Experience
UBS Financial Services Inc November 2004 - November 2006
Bear, Stearns & Co. Inc. July 1983 - August 2003
Education
Fordham University 1978 — 1982
BA, Political Science
Mount Saint Michael Academy 1975 — 1978
UBS Financial Services Inc November 2004 - November 2006
Bear, Stearns & Co. Inc. July 1983 - August 2003
Education
Fordham University 1978 — 1982
BA, Political Science
Mount Saint Michael Academy 1975 — 1978
Tara Donlin's UBS Financial Services, Inc Experience June 2003 - January 2007
Job Tax Professional
Industry Accounting
Experience
Schindler Elevator Corporation (U.S.) September 2014 - Present
Ralph Lauren April 2012 - September 2014
HOFFMANN- LA ROCHE INC January 2008 - January 2010
VITAMIN SHOPPE INDUSTRIES INC January 2007 - December 2007
UBS FINANCIAL SERVICES INC June 2003 - January 2007
SUN CHEMICAL CORPORATION September 1998 - June 2003
RD HUNTER & COMPANY LLP October 1997 - August 1998
Movado Group, Inc July 1995 - October 1997
Skills
Accounting, Account Reconciliation, Financial Reporting, Accounts Payable, Tax, Internal Audit, Journal Entries, Tax Preparation, Sales Tax, Tax Research, Variance Analysis, SAP, Tax Accounting, Microsoft Excel, Accruals, Fixed Assets, Financial Analysis, Auditing, Finance, Analysis, Sarbanes-Oxley Act, Financial Statements, Internal Controls, Tax Returns, Cost Accounting, GAAP, Managerial Finance, US GAAP, Bank Reconciliation, Corporate Tax, Budgets, Due Diligence, Management, Bookkeeping, Income Tax, Consolidation, General Ledger
Education
Stevens Institute of Technology
Master Certificate, Financial Services
Fairleigh Dickinson University
Master of Science, Accounting
Fairleigh Dickinson University 1993 — 1997
Bachelor of Science, Accounting
Schindler Elevator Corporation (U.S.) September 2014 - Present
Ralph Lauren April 2012 - September 2014
HOFFMANN- LA ROCHE INC January 2008 - January 2010
VITAMIN SHOPPE INDUSTRIES INC January 2007 - December 2007
UBS FINANCIAL SERVICES INC June 2003 - January 2007
SUN CHEMICAL CORPORATION September 1998 - June 2003
RD HUNTER & COMPANY LLP October 1997 - August 1998
Movado Group, Inc July 1995 - October 1997
Skills
Accounting, Account Reconciliation, Financial Reporting, Accounts Payable, Tax, Internal Audit, Journal Entries, Tax Preparation, Sales Tax, Tax Research, Variance Analysis, SAP, Tax Accounting, Microsoft Excel, Accruals, Fixed Assets, Financial Analysis, Auditing, Finance, Analysis, Sarbanes-Oxley Act, Financial Statements, Internal Controls, Tax Returns, Cost Accounting, GAAP, Managerial Finance, US GAAP, Bank Reconciliation, Corporate Tax, Budgets, Due Diligence, Management, Bookkeeping, Income Tax, Consolidation, General Ledger
Education
Stevens Institute of Technology
Master Certificate, Financial Services
Fairleigh Dickinson University
Master of Science, Accounting
Fairleigh Dickinson University 1993 — 1997
Bachelor of Science, Accounting
Mitchell Ackerman's UBS Financial Services, Inc Experience July 2009 - Present
Job Managing Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. July 2009 - Present
UBS Financial Services Inc. January 2008 - July 2009
UBS Financial Services Inc. April 2005 - January 2008
UBS Financial Services Inc. January 2003 - April 2005
UBS Financial Services Inc. January 1999 - January 2003
UBS Financial Services Inc. May 1988 - January 1999
Education
Eastern Washington University
UBS Financial Services Inc. July 2009 - Present
UBS Financial Services Inc. January 2008 - July 2009
UBS Financial Services Inc. April 2005 - January 2008
UBS Financial Services Inc. January 2003 - April 2005
UBS Financial Services Inc. January 1999 - January 2003
UBS Financial Services Inc. May 1988 - January 1999
Education
Eastern Washington University
Fritz Geibel's UBS Financial Services, Inc Experience January 2007 - Present
Job Senior VicePresident Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2007 - Present
Education
Golden Gate University, School of Law 1975 — 1979
JD, Law
University of Washington 1965 — 1969
Bachelor of Arts (B.A.)
UBS Financial Services Inc. January 2007 - Present
Education
Golden Gate University, School of Law 1975 — 1979
JD, Law
University of Washington 1965 — 1969
Bachelor of Arts (B.A.)
Mickey Long, CFA's UBS Financial Services, Inc Experience March 2009 - Present
Job First Vice President at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. March 2009 - Present
Smith Barney April 2000 - March 2009
Bank of America September 1997 - March 2000
First American National Bank March 1994 - September 1997
Education
Haslam College of Business at the University of Tennessee 1988 — 1992
B.S., Finance
University of Tennessee-Knoxville 1988 — 1992
BS, Finance
UBS Financial Services Inc. March 2009 - Present
Smith Barney April 2000 - March 2009
Bank of America September 1997 - March 2000
First American National Bank March 1994 - September 1997
Education
Haslam College of Business at the University of Tennessee 1988 — 1992
B.S., Finance
University of Tennessee-Knoxville 1988 — 1992
BS, Finance
Lenny Starr's UBS Financial Services, Inc Experience June 1986 - Present
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services Inc. June 1986 - Present
Education
Vanderbilt University - Owen Graduate School of Management 1984 — 1986
MBA
Eastern Kentucky University 1979 — 1983
Bachelor of Business Administration (B.B.A.)
UBS Financial Services Inc. June 1986 - Present
Education
Vanderbilt University - Owen Graduate School of Management 1984 — 1986
MBA
Eastern Kentucky University 1979 — 1983
Bachelor of Business Administration (B.B.A.)
Ellen Spathis's UBS Financial Services, Inc Experience July 2008 - Present
Job Investment Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. July 2008 - Present
Morgan Stanley Dean Witter November 2002 - July 2008
Goldman Sachs 2000 - 2002
Education
Hofstra University 1998 — 2000
MBA, Finance
Hofstra University 1995 — 1997
BBA, International Business, Major
UBS Financial Services Inc. July 2008 - Present
Morgan Stanley Dean Witter November 2002 - July 2008
Goldman Sachs 2000 - 2002
Education
Hofstra University 1998 — 2000
MBA, Finance
Hofstra University 1995 — 1997
BBA, International Business, Major
Timothy Eckman, CFP®'s UBS Financial Services, Inc Experience April 2012 - Present
Job Senior Wealth Strategy Associate
Industry Financial Services
Experience
UBS Financial Services, Inc April 2012 - Present
UBS Financial Services Inc June 2006 - March 2012
UBS Financial Services Inc January 2006 - May 2006
HJ Heinz May 2005 - January 2006
Education
Fordham University 2002 — 2006
B.S., Finance
UBS Financial Services, Inc April 2012 - Present
UBS Financial Services Inc June 2006 - March 2012
UBS Financial Services Inc January 2006 - May 2006
HJ Heinz May 2005 - January 2006
Education
Fordham University 2002 — 2006
B.S., Finance
Jerry Fadden's UBS Financial Services, Inc Experience March 2013 - December 2014
Job Chief Executive Officer Chief Financial Officer Financial Services Executive
Industry Financial Services
Experience
UBS Financial Services Inc. March 2013 - December 2014
Tower Hill Insurance Group January 2011 - June 2012
Fadden & Co., LLC 2005 - 2010
Platinum Underwriters Holdings, Ltd. March 2002 - June 2003
Paine Webber Group November 1999 - March 2002
Travelers Group 1990 - 1996
Lehman Brothers 1987 - 1990
Skills
Senior Financial..., Finance, Executive Management, Management, Mergers & Acquisitions, Capital Management, SEC Financial Reporting, Mergers, Investments, Strategic Financial..., Securities, Asset Management, Wealth Management, Financial Advisory, Regulatory Compliance, Capital Markets, Underwriting, Corporate Finance, Financial Risk, Risk Management, Internal Controls, Property & Casualty..., Insurance, Reinsurance, Statutory Accounting, Turnaround Specialist, Restructuring, Cash Flow Management, Change Implementation, Expense Reduction, Private Equity, Financial Modeling, Analysis, Portfolio Management, Hedge Funds, Investment Banking, Financial Analysis, Due Diligence, Valuation, Banking, Managerial Finance, Crisis Management, Complex Negotiations, Budgeting, Divestitures, Start-up Ventures, Operations Management, Business Intelligence, Fundraising, Strategy
Education
Harvard Business School
MBA
Stanford University
Bachelor of Arts (B.A.), Economics
UBS Financial Services Inc. March 2013 - December 2014
Tower Hill Insurance Group January 2011 - June 2012
Fadden & Co., LLC 2005 - 2010
Platinum Underwriters Holdings, Ltd. March 2002 - June 2003
Paine Webber Group November 1999 - March 2002
Travelers Group 1990 - 1996
Lehman Brothers 1987 - 1990
Skills
Senior Financial..., Finance, Executive Management, Management, Mergers & Acquisitions, Capital Management, SEC Financial Reporting, Mergers, Investments, Strategic Financial..., Securities, Asset Management, Wealth Management, Financial Advisory, Regulatory Compliance, Capital Markets, Underwriting, Corporate Finance, Financial Risk, Risk Management, Internal Controls, Property & Casualty..., Insurance, Reinsurance, Statutory Accounting, Turnaround Specialist, Restructuring, Cash Flow Management, Change Implementation, Expense Reduction, Private Equity, Financial Modeling, Analysis, Portfolio Management, Hedge Funds, Investment Banking, Financial Analysis, Due Diligence, Valuation, Banking, Managerial Finance, Crisis Management, Complex Negotiations, Budgeting, Divestitures, Start-up Ventures, Operations Management, Business Intelligence, Fundraising, Strategy
Education
Harvard Business School
MBA
Stanford University
Bachelor of Arts (B.A.), Economics
Jacqueline Giaimo's UBS Financial Services, Inc Experience 2000 - 2007
Job Executive Director at J.P. Morgan Global Private Banking
Industry Financial Services
Experience
J.P. Morgan Global Private Bank July 2011 - Present
JP Morgan Global Private Bank April 2009 - September 2011
UBS Global Asset Management August 2007 - April 2009
UBS Financial Services Inc 2000 - 2007
JPMorgan Chase September 1992 - August 2000
Skills
Hedge Funds, Wealth Management, Banking, Alternative Investments, Financial Services, Equities, Marketing, Fixed Income, High Net Worth..., Asset Management, Mutual Funds, Series 7, Asset Allocation, Securities
Education
Fordham University 1987 — 1991
BS, Marketing
J.P. Morgan Global Private Bank July 2011 - Present
JP Morgan Global Private Bank April 2009 - September 2011
UBS Global Asset Management August 2007 - April 2009
UBS Financial Services Inc 2000 - 2007
JPMorgan Chase September 1992 - August 2000
Skills
Hedge Funds, Wealth Management, Banking, Alternative Investments, Financial Services, Equities, Marketing, Fixed Income, High Net Worth..., Asset Management, Mutual Funds, Series 7, Asset Allocation, Securities
Education
Fordham University 1987 — 1991
BS, Marketing
Daniel Hanlon's UBS Financial Services, Inc Experience May 2004 - July 2004
Job Account Manager at Universal Forest Products
Industry Investment Management
Experience
Universal Forest Products September 2009 - Present
Praetorian Capital Management June 2006 - September 2009
CompHealth June 2005 - June 2006
Dresdner Lateinamerika Financial Advisors July 2004 - April 2005
UBS Financial Services Inc May 2004 - July 2004
Skills
Investments, Microsoft Office, Strategic Planning, New Business Development, Market Research, Financial Modeling
Education
Florida International University 2009 — 2011
Master of Business Administration (MBA)
University of Miami 2001 — 2005
BBA, Finance/Marketing
Universal Forest Products September 2009 - Present
Praetorian Capital Management June 2006 - September 2009
CompHealth June 2005 - June 2006
Dresdner Lateinamerika Financial Advisors July 2004 - April 2005
UBS Financial Services Inc May 2004 - July 2004
Skills
Investments, Microsoft Office, Strategic Planning, New Business Development, Market Research, Financial Modeling
Education
Florida International University 2009 — 2011
Master of Business Administration (MBA)
University of Miami 2001 — 2005
BBA, Finance/Marketing
Daniel Coash's UBS Financial Services, Inc Experience 1997 - Present
Job Vice President Investments Wealth Advisor at UBS Financial Services Inc
Industry Investment Management
Nancy Finelli's UBS Financial Services, Inc Experience October 1995 - October 2008
Job Sr. Tax Accountant at Turner Construction Company
Industry Machinery
Experience
Turner Construction Company January 2014 - Present
Toshiba America June 2012 - January 2014
Ingersoll Rand Company October 2008 - May 2012
UBS Financial Services Inc. October 1995 - October 2008
Skills
Tax, Corporate Tax, Audit, Tax Research, Income Tax, Tax Preparation
Education
Fairleigh Dickinson University 1998 — 2003
MS, Accounting
St. Peter's College
Bachelor of Science
Turner Construction Company January 2014 - Present
Toshiba America June 2012 - January 2014
Ingersoll Rand Company October 2008 - May 2012
UBS Financial Services Inc. October 1995 - October 2008
Skills
Tax, Corporate Tax, Audit, Tax Research, Income Tax, Tax Preparation
Education
Fairleigh Dickinson University 1998 — 2003
MS, Accounting
St. Peter's College
Bachelor of Science
Henry C. Senger III, CPM®, CRPC®'s UBS Financial Services, Inc Experience May 2011 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS- Financial Services Inc. May 2011 - Present
Smith Barney January 1983 - May 2011
BP August 1979 - January 1983
Education
Fairfield University 1975 — 1979
BS, Accounting
Bergen Catholic
UBS- Financial Services Inc. May 2011 - Present
Smith Barney January 1983 - May 2011
BP August 1979 - January 1983
Education
Fairfield University 1975 — 1979
BS, Accounting
Bergen Catholic
Dimitri Glavas's UBS Financial Services, Inc Experience March 2013 - September 2014
Job Vice President | Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank NA September 2014 - Present
UBS Financial Services Inc. March 2013 - September 2014
UBS Private Wealth Management April 2011 - March 2013
UBS Private Wealth Management September 2009 - October 2009
Lehman Brothers Private Client 2003 - 2008
Education
Hofstra University 1998 — 2001
Business Management
JP Morgan Chase Bank NA September 2014 - Present
UBS Financial Services Inc. March 2013 - September 2014
UBS Private Wealth Management April 2011 - March 2013
UBS Private Wealth Management September 2009 - October 2009
Lehman Brothers Private Client 2003 - 2008
Education
Hofstra University 1998 — 2001
Business Management
Matthew Power's UBS Financial Services, Inc Experience March 2012 - Present
Job Senior Vice President Wealth Management and Branch Manager UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. March 2012 - Present
Stifel Nicolaus September 2009 - March 2012
UBS Financial Services Inc. December 2006 - September 2009
UBS Financial Services Inc. March 2006 - December 2006
UBS Financial Services Inc. June 2004 - March 2006
Wachovia Securities April 2001 - June 2004
Smith Barney 1996 - 2001
Greenbaum, Rowe, Smith & Davis, LLP 1991 - 1995
Education
Fordham University School of Law 1982 — 1985
JD, Law
SUNY Albany 1978 — 1982
Bachelor of Arts (B.A.), Economics
UBS Financial Services Inc. March 2012 - Present
Stifel Nicolaus September 2009 - March 2012
UBS Financial Services Inc. December 2006 - September 2009
UBS Financial Services Inc. March 2006 - December 2006
UBS Financial Services Inc. June 2004 - March 2006
Wachovia Securities April 2001 - June 2004
Smith Barney 1996 - 2001
Greenbaum, Rowe, Smith & Davis, LLP 1991 - 1995
Education
Fordham University School of Law 1982 — 1985
JD, Law
SUNY Albany 1978 — 1982
Bachelor of Arts (B.A.), Economics
Cliff Wexler, CFA's UBS Financial Services, Inc Experience July 2006 - April 2009
Job Managing Regulatory Coordinator Southern Region at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
Financial Industry Regulatory Authority (FINRA) July 2009 - March 2015
UBS Financial Services Inc. July 2006 - April 2009
UBS Chairman's Office July 2001 - June 2006
Bear Stearns April 1993 - July 2001
Fidelity Investments 1988 - 1993
Spicer & Oppenheim 1987 - 1987
Drexel Burnham Lambert 1982 - 1986
Dreyfus 1980 - 1980
Skills
FINRA, Internal Audit, Series 24, Brokerage Operations, Correspondent Clearing, Regulatory Reporting, Investment Advisory, Mutual Funds, Operational Risk, Enterprise Risk..., Series 27, Financial Accounting, Financial Analysis, Financial Audits, Financial Risk, Financial Markets, Managerial Finance, Certified Fraud Examiner, Chartered Financial..., system, CISA, Securities, Risk Management, AML, Auditing, Capital Markets, Due Diligence, Operational Risk..., Internal Controls, Asset Management, Investment Banking, Derivatives, Brokers, Hedge Funds, Series 7, Accounting, Financial Services, Financial Regulation, Fixed Income, Equities, Investment Management, Corporate Governance, KYC, Sarbanes-Oxley Act, Anti Money Laundering
Education
Pace University - Lubin School of Business 1981 — 1984
MBA, Financial Management
Hofstra University 1976 — 1979
BBA, Accounting
Oceanside High School
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
Financial Industry Regulatory Authority (FINRA) July 2009 - March 2015
UBS Financial Services Inc. July 2006 - April 2009
UBS Chairman's Office July 2001 - June 2006
Bear Stearns April 1993 - July 2001
Fidelity Investments 1988 - 1993
Spicer & Oppenheim 1987 - 1987
Drexel Burnham Lambert 1982 - 1986
Dreyfus 1980 - 1980
Skills
FINRA, Internal Audit, Series 24, Brokerage Operations, Correspondent Clearing, Regulatory Reporting, Investment Advisory, Mutual Funds, Operational Risk, Enterprise Risk..., Series 27, Financial Accounting, Financial Analysis, Financial Audits, Financial Risk, Financial Markets, Managerial Finance, Certified Fraud Examiner, Chartered Financial..., system, CISA, Securities, Risk Management, AML, Auditing, Capital Markets, Due Diligence, Operational Risk..., Internal Controls, Asset Management, Investment Banking, Derivatives, Brokers, Hedge Funds, Series 7, Accounting, Financial Services, Financial Regulation, Fixed Income, Equities, Investment Management, Corporate Governance, KYC, Sarbanes-Oxley Act, Anti Money Laundering
Education
Pace University - Lubin School of Business 1981 — 1984
MBA, Financial Management
Hofstra University 1976 — 1979
BBA, Accounting
Oceanside High School
Dave Russo's UBS Financial Services, Inc Experience 2001 - 2009
Job IT Delivery Manager Private Equity at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2013 - Present
AIG June 2011 - April 2013
Merrill Lynch March 2010 - June 2011
UBS Wealth Management January 2001 - April 2009
UBS Financial Services Inc 2001 - 2009
PaineWebber Inc 1986 - 2001
PepsiCo January 1982 - December 1986
Skills
Fixed Income, Project Management, Strategy, Equities, Leadership, Requirements Analysis, Budgets, IT Management, PMO, Management, Project Delivery, Mergers & Acquisitions, Financial Risk, Trading Systems, SDLC, Software Project..., Risk Management, Capital Markets, Disaster Recovery, Financial Services, Business Analysis, Vendor Management, Project Portfolio..., Business Intelligence, Program Management, Portfolio Management, IT Strategy
Education
Fordham Gabelli School of Business 1984 — 1989
MBA, Finance
Purchase College, SUNY 1979 — 1982
BS, Mathematics and Computer Science
Credit Suisse April 2013 - Present
AIG June 2011 - April 2013
Merrill Lynch March 2010 - June 2011
UBS Wealth Management January 2001 - April 2009
UBS Financial Services Inc 2001 - 2009
PaineWebber Inc 1986 - 2001
PepsiCo January 1982 - December 1986
Skills
Fixed Income, Project Management, Strategy, Equities, Leadership, Requirements Analysis, Budgets, IT Management, PMO, Management, Project Delivery, Mergers & Acquisitions, Financial Risk, Trading Systems, SDLC, Software Project..., Risk Management, Capital Markets, Disaster Recovery, Financial Services, Business Analysis, Vendor Management, Project Portfolio..., Business Intelligence, Program Management, Portfolio Management, IT Strategy
Education
Fordham Gabelli School of Business 1984 — 1989
MBA, Finance
Purchase College, SUNY 1979 — 1982
BS, Mathematics and Computer Science
Tim Schneider, CFP®, CIMA®'s UBS Financial Services, Inc Experience 2009 - Present
Job Senior Wealth Strategy Associate at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc 2009 - Present
UBS Financial Services 2001 - 2009
Education
Edgewood College 1997 — 2001
B.S., Management, Marketing, Finance
UBS Financial Services Inc 2009 - Present
UBS Financial Services 2001 - 2009
Education
Edgewood College 1997 — 2001
B.S., Management, Marketing, Finance
Elaine Trotta's UBS Financial Services, Inc Experience March 2012 - August 2012
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
UBS Financial Services Inc. March 2012 - August 2012
UBS Financial Services Inc 2009 - 2012
UBS Financial Services 1985 - 2012
UBS International Inc/UBS 2002 - 2010
Skills
Series 7, Wealth Management, Series 63, Securities, Fixed Income, Equities, Mutual Funds, AML, Alternative Investments, Investment Advisory, Financial Services, Risk Management, Investments, Organizational..., Series 24, Series 65, Series 8, Series 3, Series 15, NJ Insurance License
Education
Fairleigh Dickinson University 1978 — 1981
Master of Arts (MA), Child Psychology
Rutgers, The State University of New Jersey-New Brunswick 1973 — 1977
Bachelor of Arts (BA), Psychology
Morgan Stanley Wealth Management June 2013 - Present
UBS Financial Services Inc. March 2012 - August 2012
UBS Financial Services Inc 2009 - 2012
UBS Financial Services 1985 - 2012
UBS International Inc/UBS 2002 - 2010
Skills
Series 7, Wealth Management, Series 63, Securities, Fixed Income, Equities, Mutual Funds, AML, Alternative Investments, Investment Advisory, Financial Services, Risk Management, Investments, Organizational..., Series 24, Series 65, Series 8, Series 3, Series 15, NJ Insurance License
Education
Fairleigh Dickinson University 1978 — 1981
Master of Arts (MA), Child Psychology
Rutgers, The State University of New Jersey-New Brunswick 1973 — 1977
Bachelor of Arts (BA), Psychology
George Lombardi, CFP®, CIMA®'s UBS Financial Services, Inc Experience July 2006 - Present
Job Wealth Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. July 2006 - Present
Education
Fordham Gabelli School of Business
MBA, Accounting
Fordham Gabelli School of Business
MS, Taxation
Fordham University
BS, Finance
UBS Financial Services Inc. July 2006 - Present
Education
Fordham Gabelli School of Business
MBA, Accounting
Fordham Gabelli School of Business
MS, Taxation
Fordham University
BS, Finance
ED LEMASTERS, CIMA®'s UBS Financial Services, Inc Experience February 2009 - Present
Job Senior Vice PresidentWealth Management, Senior Portfolio Manager, Wealth Advisor
Industry Investment Management
Experience
UBS Financial Services Inc. February 2009 - Present
Smith Barney September 1993 - February 2009
Education
Florida State University
Bachelor of Science in Business: Magna Cum Laude
UBS Financial Services Inc. February 2009 - Present
Smith Barney September 1993 - February 2009
Education
Florida State University
Bachelor of Science in Business: Magna Cum Laude
Warren Cox's UBS Financial Services, Inc Experience February 2007 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2007 - Present
Education
Case Western Reserve University - Weatherhead School of Management
MBA, Management/Finance
Georgetown University
BSBA, Accounting
UBS Financial Services Inc. February 2007 - Present
Education
Case Western Reserve University - Weatherhead School of Management
MBA, Management/Finance
Georgetown University
BSBA, Accounting
Rick Chernok's UBS Financial Services, Inc Experience December 2008 - Present
Job First Vice President Investments, UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services Inc. December 2008 - Present
Smith Barney March 1997 - December 2008
Education
Hobart and William Smith Colleges 1981 — 1985
Political Science
UBS Financial Services Inc. December 2008 - Present
Smith Barney March 1997 - December 2008
Education
Hobart and William Smith Colleges 1981 — 1985
Political Science
Jane Lubben's UBS Financial Services, Inc Experience September 1994 - Present
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Tom Stampfli's UBS Financial Services, Inc Experience March 2011 - January 2013
Job Senior Private Banker BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2015 - Present
Barclays Wealth and Investment Management July 2013 - January 2015
UBS March 2011 - January 2013
UBS Financial Services Inc. March 2011 - January 2013
Morgan Stanley Smith Barney March 2005 - March 2011
Skills
Banking, Series 7, Wealth Management, Fixed Income, Equities, Series 63, Securities, Portfolio Management, Alternative Investments, Mutual Funds, Capital Markets, Private Banking, Asset Managment, Uniform Combined State...
Education
Fordham University 1987 — 1990
Masters Business Administration, Finance
Miami University 1978 — 1980
Bachelor of Science, Finance
BNY Mellon February 2015 - Present
Barclays Wealth and Investment Management July 2013 - January 2015
UBS March 2011 - January 2013
UBS Financial Services Inc. March 2011 - January 2013
Morgan Stanley Smith Barney March 2005 - March 2011
Skills
Banking, Series 7, Wealth Management, Fixed Income, Equities, Series 63, Securities, Portfolio Management, Alternative Investments, Mutual Funds, Capital Markets, Private Banking, Asset Managment, Uniform Combined State...
Education
Fordham University 1987 — 1990
Masters Business Administration, Finance
Miami University 1978 — 1980
Bachelor of Science, Finance
Eileen Krueger's UBS Financial Services, Inc Experience 1999 - 2006
Job Vice President Product Manager at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank 2006 - Present
UBS Financial Services Inc. 1999 - 2006
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance and Marketing
Vassar College 1993 — 1997
BA, Biology
HSBC Private Bank 2006 - Present
UBS Financial Services Inc. 1999 - 2006
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance and Marketing
Vassar College 1993 — 1997
BA, Biology
Charles Oddo's UBS Financial Services, Inc Experience January 1991 - Present
Job Senior VicePresident Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc January 1991 - Present
UBS Wealth Management January 1984 - January 1993
Education
Hofstra University 1975 — 1979
Bachelor of Business Administration, Management/Finance
UBS Financial Services Inc January 1991 - Present
UBS Wealth Management January 1984 - January 1993
Education
Hofstra University 1975 — 1979
Bachelor of Business Administration, Management/Finance
Ben Dukes, CFP®'s UBS Financial Services, Inc Experience April 2012 - Present
Job Wealth Management at UBS
Industry Financial Services
Experience
UBS Financial Services Inc. April 2012 - Present
Morgan Stanley Wealth Management March 2009 - April 2012
Education
Georgia Southern University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
UBS Financial Services Inc. April 2012 - Present
Morgan Stanley Wealth Management March 2009 - April 2012
Education
Georgia Southern University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Matthew Luft's UBS Financial Services, Inc Experience June 2008 - August 2008
Job Senior Associate Acquisitions
Industry Real Estate
Experience
IMT Capital, LLC March 2011 - Present
Aon Risk Solutions October 2010 - February 2011
UPromise Investments Inc June 2009 - August 2009
UBS Financial Services Inc June 2008 - August 2008
Liberty Investments Inc June 2007 - August 2007
Education
Harvard University 2006 — 2010
BA, Economics, Government
IMT Capital, LLC March 2011 - Present
Aon Risk Solutions October 2010 - February 2011
UPromise Investments Inc June 2009 - August 2009
UBS Financial Services Inc June 2008 - August 2008
Liberty Investments Inc June 2007 - August 2007
Education
Harvard University 2006 — 2010
BA, Economics, Government
Kyle Brengel's UBS Financial Services, Inc Experience September 2010 - December 2010
Job Direct Lending/Special Situations Associate at Napier Park Global Capital
Industry Accounting
Experience
Napier Park Global Capital June 2015 - Present
Ares Management October 2013 - Present
Fordham University Student Managed Investment Fund January 2011 - Present
Duff & Phelps July 2012 - October 2013
Societe Generale Investment Bank May 2011 - November 2011
Gentile, Pismeny January 2007 - May 2011
New York Society of Security Analyst's 2010 - 2011
UBS Financial Services Inc September 2010 - December 2010
UBS Financial Services Inc May 2010 - September 2010
PricewaterhouseCooper's XTax Competition January 2009 - February 2009
Education
Fordham University, Gabelli School of Business 2008 — 2012
B.S., Applied Accounting and Finance
Fordham University
Bachelor of Science, Finance and Applied Accounting
Napier Park Global Capital June 2015 - Present
Ares Management October 2013 - Present
Fordham University Student Managed Investment Fund January 2011 - Present
Duff & Phelps July 2012 - October 2013
Societe Generale Investment Bank May 2011 - November 2011
Gentile, Pismeny January 2007 - May 2011
New York Society of Security Analyst's 2010 - 2011
UBS Financial Services Inc September 2010 - December 2010
UBS Financial Services Inc May 2010 - September 2010
PricewaterhouseCooper's XTax Competition January 2009 - February 2009
Education
Fordham University, Gabelli School of Business 2008 — 2012
B.S., Applied Accounting and Finance
Fordham University
Bachelor of Science, Finance and Applied Accounting
Lindee Shaw's UBS Financial Services, Inc Experience February 2008 - December 2011
Job Partner | Business Director at TAPHOUSE GRAPHICS
Industry Design
Experience
TAPHOUSE GRAPHICS January 2012 - Present
UBS Financial Services Inc. February 2008 - December 2011
Merrill Lynch December 2005 - June 2007
Merrill Lynch January 2001 - December 2005
Skills
Series 7, Series 63, Wealth Management, Investments, Alternative Investments, FINRA, Retirement Planning, Asset Management, Series 65, Financial Analysis, Strategic Financial..., Administrative..., Asset Managment, Business Performance..., Financial Advisory, Equities, High Net Worth..., Insurance, Marketing Strategy, Public Speaking, Relationship Management, Human Resources, Special Needs, Wealth, Finance, Asset Allocation, Mutual Funds
Education
Georgia Southern University - College of Business Administration 1992 — 1997
Finance
TAPHOUSE GRAPHICS January 2012 - Present
UBS Financial Services Inc. February 2008 - December 2011
Merrill Lynch December 2005 - June 2007
Merrill Lynch January 2001 - December 2005
Skills
Series 7, Series 63, Wealth Management, Investments, Alternative Investments, FINRA, Retirement Planning, Asset Management, Series 65, Financial Analysis, Strategic Financial..., Administrative..., Asset Managment, Business Performance..., Financial Advisory, Equities, High Net Worth..., Insurance, Marketing Strategy, Public Speaking, Relationship Management, Human Resources, Special Needs, Wealth, Finance, Asset Allocation, Mutual Funds
Education
Georgia Southern University - College of Business Administration 1992 — 1997
Finance
Michael Salmasi's UBS Financial Services, Inc Experience January 2009 - January 2012
Job Founder & CEO at Max2 Inc.
Industry Information Technology and Services
Experience
Max2 Inc. January 2013 - Present
UBS Financial Services Inc. January 2009 - January 2012
Skills
Project Management, Management, Strategy, Leadership, Private Equity, Business Strategy, Strategic Planning
Education
Fordham University 2006 — 2010
Bachelor’s Degree, Economics
Max2 Inc. January 2013 - Present
UBS Financial Services Inc. January 2009 - January 2012
Skills
Project Management, Management, Strategy, Leadership, Private Equity, Business Strategy, Strategic Planning
Education
Fordham University 2006 — 2010
Bachelor’s Degree, Economics
Amy Blackwell's UBS Financial Services, Inc Experience March 2015 - Present
Job Director, Assistant Complex Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. March 2015 - Present
UBS Financial Services Inc. November 2011 - February 2015
UBS Financial Services Inc. July 2006 - November 2011
UBS Financial Services Inc. September 2002 - July 2006
Coast Asset Management April 2002 - August 2002
Education
Florida State University 1998 — 2001
MS, Communications
UBS Financial Services Inc. March 2015 - Present
UBS Financial Services Inc. November 2011 - February 2015
UBS Financial Services Inc. July 2006 - November 2011
UBS Financial Services Inc. September 2002 - July 2006
Coast Asset Management April 2002 - August 2002
Education
Florida State University 1998 — 2001
MS, Communications
Charles W. Donovan, CFP®'s UBS Financial Services, Inc Experience May 2004 - Present
Job First Vice President Wealth Management at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc May 2004 - Present
Education
Gettysburg College 2002 — 2006
BA, Business Management
Egg Harbor Twp High School 1999 — 2002
UBS Financial Services, Inc May 2004 - Present
Education
Gettysburg College 2002 — 2006
BA, Business Management
Egg Harbor Twp High School 1999 — 2002
Jack Minson's UBS Financial Services, Inc Experience November 2008 - Present
Job Senior Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 2008 - Present
Morgan Stanley July 1995 - October 2008
Skills
Fixed Income, Equities, Investments, Securities, Due Diligence, Investment Banking, Alternative Investments, Series 7, Financial Analysis
Education
Goizueta Business School, Emory University 2001 — 2003
MBA, Finance
University of Notre Dame 1991 — 1995
BBA, Finance
UBS Financial Services Inc. November 2008 - Present
Morgan Stanley July 1995 - October 2008
Skills
Fixed Income, Equities, Investments, Securities, Due Diligence, Investment Banking, Alternative Investments, Series 7, Financial Analysis
Education
Goizueta Business School, Emory University 2001 — 2003
MBA, Finance
University of Notre Dame 1991 — 1995
BBA, Finance
Philip Ambrosino's UBS Financial Services, Inc Experience March 2011 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. March 2011 - Present
Education
Hofstra University
Hofstra University
UBS Financial Services Inc. March 2011 - Present
Education
Hofstra University
Hofstra University
Costas Liappas's UBS Financial Services, Inc Experience March 2012 - Present
Job Sr. Registered Client Services Associate
Industry Financial Services
Experience
UBS Financial Services Inc March 2012 - Present
Credit Suisse July 2011 - October 2011
UBS Financial Services Inc January 2007 - July 2011
Citigroup - Smith Barney November 2004 - January 2007
Education
Hobart and William Smith Colleges 2000 — 2004
Bachelor of the Arts, Economics & International Relations
Manhasset Sr. High School 1996 — 2000
High School
UBS Financial Services Inc March 2012 - Present
Credit Suisse July 2011 - October 2011
UBS Financial Services Inc January 2007 - July 2011
Citigroup - Smith Barney November 2004 - January 2007
Education
Hobart and William Smith Colleges 2000 — 2004
Bachelor of the Arts, Economics & International Relations
Manhasset Sr. High School 1996 — 2000
High School
Charlotte Wells's UBS Financial Services, Inc Experience February 2009 - Present
Job Senior Registered Client Service Associate at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc February 2009 - Present
Merrill Lynch July 2003 - February 2009
Smith Barney October 1999 - July 2003
Education
Georgia College and State University 1968 — 1972
BS, Merchandising
Stone Mountain High School 1963 — 1968
UBS Financial Services Inc February 2009 - Present
Merrill Lynch July 2003 - February 2009
Smith Barney October 1999 - July 2003
Education
Georgia College and State University 1968 — 1972
BS, Merchandising
Stone Mountain High School 1963 — 1968
Catherine Newcomb's UBS Financial Services, Inc Experience July 2008 - Present
Job Managing Director, Operations Division at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2008 - Present
UBS FINANCIAL SERVICES INC July 2008 - Present
UBS June 2006 - June 2008
UBS January 2005 - May 2006
PW Trust Company July 2000 - December 2004
PW TRUST COMPANY July 1998 - June 2000
PW TRUST COMPANY January 1995 - June 1998
RETAIL BANKING May 1992 - December 1994
PAINEWEBBER INC August 1990 - April 1992
PAINEWEBBER INC May 1987 - July 1990
Skills
Operations Management, Risk Management, Financial Accounting, Strategic Planning, Project Management, Retirement Products, Mutual Funds
Education
Fordham University
Master of Business Administration (MBA), Finance, General
Fordham University, Graduate School of Business
Master of Business Administration, Finance
University of Delaware
Bachelor of Applied Science (BASc), Business/Finance
University of Delaware
Bachelor of Science, Finance
UBS Wealth Management July 2008 - Present
UBS FINANCIAL SERVICES INC July 2008 - Present
UBS June 2006 - June 2008
UBS January 2005 - May 2006
PW Trust Company July 2000 - December 2004
PW TRUST COMPANY July 1998 - June 2000
PW TRUST COMPANY January 1995 - June 1998
RETAIL BANKING May 1992 - December 1994
PAINEWEBBER INC August 1990 - April 1992
PAINEWEBBER INC May 1987 - July 1990
Skills
Operations Management, Risk Management, Financial Accounting, Strategic Planning, Project Management, Retirement Products, Mutual Funds
Education
Fordham University
Master of Business Administration (MBA), Finance, General
Fordham University, Graduate School of Business
Master of Business Administration, Finance
University of Delaware
Bachelor of Applied Science (BASc), Business/Finance
University of Delaware
Bachelor of Science, Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS