UBS Bank USA

Description

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

Employee
Years
Job
Industry
Rebecca Curtis Hales Rebecca Curtis Hales Greater Salt Lake City Area Details
Rebecca Curtis Hales's UBS Bank USA Experience June 2004 - Present
Job Associate Director at UBS Bank USA
Industry Investment Banking
Experience
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

Scott T. Temby Scott T. Temby Greater Salt Lake City Area Details
Scott T. Temby's UBS Bank USA Experience September 2013 - Present
Job Chief Compliance Officer at UBS Bank USA
Industry Financial Services
Experience
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

Lee Carter Lee Carter Greater Salt Lake City Area Details
Lee Carter's UBS Bank USA Experience October 2011 - Present
Job President UBS Bank USA
Industry Banking
Experience
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

Andrea Bierce Andrea Bierce Charlotte, North Carolina Details
Andrea Bierce's UBS Bank USA Experience January 2015 - Present
Job Member of the Board, UBS Bank USA & Cyient, Ltd.
Industry Financial Services
Experience
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

Jake Aaron Jake Aaron Greater New York City Area Details
Jake Aaron's UBS Bank USA Experience June 2011 - Present
Job Investment Analyst Trader at UBS Bank USA
Industry Financial Services
Experience
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

Marco Pannella Marco Pannella Greater New York City Area Details
Marco Pannella's UBS Bank USA Experience March 2015 - Present
Job Associate Director Treasury Risk at UBS
Industry Financial Services
Experience
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.)

Kashif Bhatti, MBA Kashif Bhatti, MBA Greater Salt Lake City Area Details
Kashif Bhatti, MBA's UBS Bank USA Experience January 2010 - December 2011
Job Tax Documentation Specialist at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
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

Bishan Abeysekera, CFA Bishan Abeysekera, CFA Greater Salt Lake City Area Details
Bishan Abeysekera, CFA's UBS Bank USA Experience October 2009 - July 2013
Job Vice President, Fixed Income Product Manager at Goldman Sachs
Industry Financial Services
Experience
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

Charlene Barnsdale Charlene Barnsdale Greater Salt Lake City Area Details
Charlene Barnsdale's UBS Bank USA Experience September 2009 - Present
Job Treasurer UBS Bank USA
Industry Financial Services
Experience
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

Corey Merrill Corey Merrill Salt Lake City, Utah Details
Corey Merrill's UBS Bank USA Experience June 2007 - August 2007
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
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

Jan Bergeson Jan Bergeson Greater Salt Lake City Area Details
Jan Bergeson's UBS Bank USA Experience June 2003 - 2014
Job CRA Director at Ally Bank
Industry Banking
Experience
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

Matt Ausherman Matt Ausherman Dallas, Texas Details
Matt Ausherman's UBS Bank USA Experience April 2014 - Present
Job Director of Mortgage Banking at UBS Bank USA
Industry Financial Services
Experience
UBS Bank USA   April 2014 - Present
Schwab Bank   August 2008 - April 2014

Education
Auburn University   1994 — 1998

Keith Koval Keith Koval Greater New York City Area Details
Keith Koval's UBS Bank USA Experience March 2011 - Present
Job Executive Director Head of Card Fraud, Credit Modeling, and Analytics
Industry Financial Services
Experience
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

D. Gerald (Jerry) Searfoss D. Gerald (Jerry) Searfoss Spokane, Washington Area Details
D. Gerald (Jerry) Searfoss's UBS Bank USA Experience August 2003 - Present
Job Financial Accounting Consultant; Board Member and Chair, Audit Committee at UBS Bank USA
Industry Accounting
Experience
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

Duane Thurber Duane Thurber Greater Salt Lake City Area Details
Duane Thurber's UBS Bank USA Experience March 2003 - December 2013
Job Independent Consultant
Industry Banking
Experience
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.)