UBS Bank USA
Located in: Wells Fargo BankAddress: 299 Main St #2275, Salt Lake City, UT 84111 Phone: (801) 521-8840Place name: Category: : : Hours: : : : : Website: Website: https://www.ubs.com/us/en/wealth.html Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1)
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UBS Bank USA Employees
UBS Bank USA June 2004 - Present
Pinnacle Landscape & Maintenance, Inc. April 2005 - November 2011
Merrill Lynch Bank USA May 1996 - June 2004
Zions Securities Corporation July 1994 - May 1996
Skills
Financial Modeling, Management, Banking, Leadership, Team Building, Corporate Finance, Customer Service, Investment Banking, Risk Management, Strategic Planning, Portfolio Management, Financial Analysis, Finance, Capital Markets
Education
University of Phoenix 1998 — 2000
Bachelor of Science (BS), Business Management
Salt Lake Community College 1992 — 1997
Associate’s Degree, Finance and Credit
UBS Bank USA September 2013 - Present
Highland City February 2012 - Present
GE Capital Retail Bank July 2010 - September 2013
Protiviti March 2009 - August 2010
American Express Bank, FSB October 2006 - March 2009
SPS, Inc. / GE Money, Home Loans June 2003 - November 2006
Neways International / Schaeffer Industries August 1998 - June 2003
Dillingham & Murphy February 1993 - September 1997
Skills
AML, Risk Management, Banking, Legal Compliance, Fair Housing Law, Federal & State..., Operational Risk..., OFAC, Operational Risk, Compliance, KYC, Enterprise Risk..., Credit, Financial Risk, Corporate Governance, Corporate Law, Executive Management, Financial Regulation, Management, Leadership, Loans, Retail Banking, Securities, Fraud, Anti Money Laundering, Privacy Law
Education
Golden Gate University, School of Law 1989 — 1992
J.D. - 1992, Law
University of Oregon 1986 — 1989
B.Sci. - 1989, Economics
UBS Bank USA October 2011 - Present
Zions Bank April 1997 - October 2011
Skills
Business Strategy, Asset Management
Education
Brigham Young University 1986 — 1988
MBA, Business
UBS Bank USA January 2015 - Present
Cyient, Ltd October 2014 - Present
Gupton Marrs International June 2009 - Present
Wells Fargo October 2007 - June 2009
BearingPoint, formerly KPMG Consulting August 2005 - September 2007
A.T. Kearney 2002 - 2005
KPMG July 1982 - May 2002
JCPenney October 1976 - June 1982
Bankers Trust January 1974 - October 1976
Skills
Governance, Risk, Customer Experience, Cost Reduction, Marketing Strategy, Go-to-market Strategy, Business Transformation, Business Process..., Management Consulting, Strategy Development, Performance Improvement, Risk Management, Vendor Management, Compliance, Acquisition Integration, Offshoring, Shared Services, Strategic Sourcing, Business Development, Strategy, Financial Risk, Strategic Partnerships, Mergers & Acquisitions, Program Management, Management, Enterprise Software, Consulting, Outsourcing, CRM, Leadership, Business Process, Executive Management, Business Strategy, IT Strategy, Change Management, Portfolio Management, PMO, Cross-functional Team..., Enterprise Risk..., Restructuring, Business Process..., Organizational Design, Due Diligence, Business Analysis, Finance, Process Improvement, Thought Leadership, Project Portfolio..., Strategic Consulting, Process Engineering
Education
Yale School of Management 2006 — 2006
Executive Leadership Program
University of Pennsylvania 1972 — 1974
Bachelor's Degree, Economics
Dana Hall School
UBS Bank USA June 2011 - Present
UBS AG March 2010 - October 2010
Merrill Lynch May 2009 - August 2009
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Investments, Fixed Income, Financial Analysis, Derivatives, Capital Markets, Portfolio Management, Valuation, Microsoft Excel, Financial Markets, Investment Strategies, Trading, Private Equity, Finance
Education
Sacred Heart University 2007 — 2011
BS, Finance and Economics
Sacred Heart University
Finance
UBS Bank USA March 2015 - Present
JPMorgan Chase & Co. August 2014 - February 2015
CIT Group Inc. November 2011 - August 2014
CIT Group Inc. October 2010 - November 2011
Skills
QRM, Risk Management, Asset Liability..., FX Options, Variance Analysis, Process Improvement, Bloomberg, Collateral Management, Investments, Cash Management, Microsoft Office, Derivatives, Portfolio Management, Electronic Trading, Treasury Management
Education
Rutgers University 2006 — 2010
Bachelor of Arts (B.A.)
Morgan Stanley Private Wealth Management October 2014 - Present
Silicon Valley Bank December 2013 - July 2014
Goldman Sachs December 2012 - August 2013
UBS Bank USA January 2010 - December 2011
Beneficial Financial Group June 2008 - August 2009
Skills
Securities Valuation, Financial Modeling &..., Proficient in MS Word, MS Excel, MS Powerpoint and MS..., Fluent in English, Urdu, Hindi, and Punjabi languages, Experienced in mortgage..., Superior ratings in..., Effective use of..., A good understanding of..., Microsoft Excel, Loans, Urdu, Financial Analysis, Analysis, Credit, Financial Modeling, Valuation, Corporate Finance, Risk Management, Bloomberg, Hindi, Derivatives, Banking, Portfolio Management, Strategic Financial..., Fixed Income, Options, Securities, Trading, Series 7, Bloomberg Terminal, Investments, Forecasting, Financial Services, Access
Education
Westminster College 2009 — 2011
MBA, Economics & Marketing
Brigham Young University - Hawaii 2001 — 2006
Undergraduate, International Business Management and Economics
Goldman Sachs January 2015 - Present
Goldman Sachs July 2013 - Present
UBS Bank USA October 2009 - July 2013
UBS Bank USA October 2007 - October 2009
Radisson February 2007 - October 2007
Skills
Bloomberg, Portfolio Management, Portfolio Strategy, Quantitative Analysis, Bondedge, Six Sigma, Fixed Income Trading, Liquidity Management, Market Analysis, Market Opportunity..., Presentation Preparation, Team Motivator, Creative Problem Solving, Collaborative, Executive Reporting, Performance Attribution, Performance Monitoring, Public Speaking, Series 7, Client Relationship..., Trade Execution, CFA, investment analysis, Portfolio Optimization, Excel, Database Management, Risk Management, Investments, Fixed Income, Trading, Risk, Asset Management, Barclays Point, Financial Risk, Financial Analysis, Microsoft Excel, Chartered Financial..., Equity Research, Financial Modeling, Valuation, Quantitative Analytics, Bloomberg Terminal, Analysis
Education
IE Business School 2014 — 2015
Global MBA
Brigham Young University - Hawaii
BS, Hospitality & Tourism Mgmt, Economics
Lester B. Pearson UWC- Victoria, BC 1998 — 2000
International Baccalaureate
Trinity College- Kandy, Sri Lanka
High School
UBS Bank USA September 2009 - Present
Chrysler Financial Bank June 2006 - September 2009
Toyota Financial Savings Bank August 2003 - June 2006
Toyota Financial Services July 2000 - January 2004
Federal Deposit Insurance Corporation 1992 - 1998
Education
University of Southern California - Marshall School of Business 1998 — 2000
MBA, Finance
University of San Diego 1988 — 1992
BBA, Business Administration
JP Morgan Chase Bank, N.A. June 2011 - Present
Wells Fargo October 2009 - June 2011
Farm Bureau Financial Services September 2008 - October 2009
UBS Bank USA June 2007 - August 2007
UBS Wealth Management 2001 - 2007
UBS Global Asset Management June 2006 - August 2006
Skills
Analytical Skills, Financial Analysis, Finance, Personal Finance, Insurance, Account Management, Operations Management, Sales Management, Project Management
Education
Brigham Young University 2001 — 2007
Finance
Ally Bank January 2014 - Present
UBS Bank USA June 2003 - 2014
Callister Nebeker & McCullough May 1986 - June 2003
Skills
Wealth Management, Banking, Loans, Finance, Community Development, Management, Structured Finance
Education
Brigham Young University—J. Reuben Clark Law School 1983 — 1986
Juris Doctor
Brigham Young University 1978 — 1981
Bachelor of Arts (BA), English Language and Literature/Letters, Magna cum laude
UBS Bank USA April 2014 - Present
Schwab Bank August 2008 - April 2014
Education
Auburn University 1994 — 1998
UBS Bank, USA March 2011 - Present
Barclaycard October 2009 - March 2011
Toyota Financial Savings Bank December 2008 - October 2009
American Express August 2006 - May 2008
American Express September 2004 - August 2006
American Express August 2000 - September 2004
Skills
Financial Risk, Risk Management, Credit, Financial Modeling, Portfolio Management, Credit Cards, Analytics, Credit Risk, Underwriting, Fraud, Financial Services, Business Analysis, Banking, Management, Pricing, Relationship Management
Education
Rensselaer Polytechnic Institute 1998 — 2000
MS, Computer Engineering
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1998 — 2000
MBA, Management & Technology
Rensselaer Polytechnic Institute 1994 — 1998
BS, Computer Engineering
University of Utah June 2007 - Present
UBS Bank USA August 2003 - Present
D. Gerald Searfoss, DBA, CPA June 1994 - Present
University of Utah June 1994 - June 2007
Deloitte & Touche July 1982 - July 1994
Education
Indiana University - Kelley School of Business 1969 — 1972
MBA, DBA, Accounting
Albright College 1965 — 1969
BS Economics, Accounting and economics
University of Utah - David Eccles School of Business
UBS Bank USA March 2003 - December 2013
Education
Brigham Young University 1970 — 1972
Bachelor of Science (BS)
University of Utah
Master of Business Administration (M.B.A.)