UBS Global Asset Management
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UBS Global Asset Management Employees
FactSet January 2014 - Present
FactSet Research Systems January 2012 - December 2013
UBS Global Asset Management May 2011 - August 2011
Clean Energy Capital, LLC. August 2010 - May 2011
Chicago Board of Trade May 2009 - August 2009
Skills
Investments, Portfolio Management, Equities, Fixed Income, Derivatives, Securities, Financial Risk, Risk Management, Due Diligence, Analysis, Options, FX Options, Credit, Structured Products, Entrepreneurship, Analytics, CRM, Insurance, Financial Modeling, Sales, Valuation, Equity Research, Corporate Finance, Hedge Funds, Bloomberg, Quantitative Analytics, Finance
Education
University of Arizona, Eller College of Management 2008 — 2011
Finance, Finance & Economics, 3.8 GPA
Augustana College 2007 — 2008
Aon Hewitt July 2013 - Present
Guggenheim Partners February 2013 - July 2013
UBS Global Asset Management December 2007 - February 2013
HFR Asset Management May 2006 - November 2007
PlusFunds Group January 2002 - May 2006
Refco August 1999 - October 2001
Skills
Investment Advisers Act, Securities Regulation, Securities, Corporate Governance, Hedge Funds, Private Placements, Investments, Corporate Law, ISDA, Global Asset Management, Legal Compliance, Fund Of Funds, Alternative Investments, Investment Management, Asset Management, Derivatives
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1996 — 1999
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science (B.S.), Psychology
UBS Global Asset Management April 2013 - Present
Jefferies & Company May 2012 - April 2013
Argonne National Laboratory. May 2011 - July 2011
MIT Lincoln Laboratory July 2007 - July 2009
Raytheon April 2002 - July 2007
Skills
Financial Modeling, Hedge Funds, Derivatives, Matlab, C++, Java, Parallel Programming, Stochastic Processes, Partial Differential..., Markov Chains, Bayesian networks, Machine Learning, UI Automation, Process Automation, User Interface..., Data Mining, Statistical Data..., C, C#, Probability Theory, Monte Carlo, Signal Processing, Alternative Investments, Quantitative Finance, Monte Carlo Simulation
Education
Columbia University in the City of New York 2010 — 2013
Master of Philosophy (MPhil), Applied Mathematics, 3.94
New York University 2011 — 2011
Mathematics, 3.87
Columbia University in the City of New York 2009 — 2010
Master's degree, Applied Mathematics, 3.95
Massachusetts Institute of Technology 2008 — 2008
Mathematics, 4.00
University of Southern California 2002 — 2004
Master of Science (MS), Electrical and Electronics Engineering, 3.52
California Polytechnic State University-San Luis Obispo 1996 — 2002
Bachelor of Science (BS), Mathematics
CSP Associates, Inc. July 2012 - Present
CSP Associates, Inc. December 2011 - July 2012
Ipreo September 2010 - November 2011
UBS Global Asset Management May 2009 - August 2010
Skills
Management Consulting, Due Diligence, Transaction Advisory, Excel, PowerPoint, Financial Analysis, Equities, Research, Valuation, Analytics, Mergers, Capital IQ, Bloomberg Terminal, Team Leadership, Visual Basic, Strategic Leadership, Strategic Consulting, Mergers & Acquisitions, Strategy, Financial Modeling, Private Equity, Microsoft Excel, Corporate Finance, Capital Markets
Education
Boston University - School of Management
BSc in Business Admistration, Finance & Economics
Don Bosco Prep
High School
Citi February 2012 - Present
Citi July 2010 - February 2012
Citi July 2008 - July 2010
Goldman Sachs June 2007 - August 2007
UBS Global Asset Management February 2007 - May 2007
Skills
Human Resources, Project Management, Analytics, Team-oriented, Interpersonal Skill, Building Relationships, Data Analysis, Presentations, Performance Management, Employee Relations, Talent Management, Business Partner Support, Business Transformation, Succession Planning, Leadership, Strategy, Personnel Management
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Finance and Investments, GPA: 3.8
Saint John's University
Master of Science (MS), Education, GPA: 4.0
Hartford HealthCare July 2013 - Present
UBS Global Asset Management October 2012 - July 2013
Comcast April 2011 - April 2012
Retail, Financial and Pharmaceutical Organizations August 2008 - April 2011
Pfizer 2006 - 2008
Lincoln Financial Group April 2003 - June 2006
Pfizer February 2001 - December 2002
Ayers Group 2000 - 2001
Northeast Utilities 1997 - 2000
Nine West Group 1995 - 1996
Skills
Talent Management, Organizational..., Human Resources, Employee Engagement, Change Management, Succession Planning, Management Development, Employment Law, Project Management, Mentoring, HR Policies, Recruiting, HR Metrics, Employee Relations
Education
Bloomsburg University of Pennsylvania
BS
Drexel University
MS
Asian Real Estate Association of America (AREAA) Greater East Bay December 2014 - Present
Venture Sotheby's International Realty October 2014 - Present
Pacific Skyview LLC September 2013 - Present
Reel Event Services January 2013 - Present
Pacific Landstar Investments October 2012 - Present
Keller Williams Realty December 2013 - October 2014
DMA Claims Services November 2008 - June 2011
UBS Global Asset Management May 2008 - June 2008
XOMA March 2006 - May 2007
Skills
Analysis, Management, Business Development, Marketing, Sales, Competitive Analysis, Research, Project Management, Investments, Financial Analysis, Finance, Databases, Strategic Planning, Insurance, Retail, Consulting
Education
California State University-East Bay 2002 — 2007
BS, Business Administration, Finance
Performance Institute 2005 - Present
FLEX Fitness Center 2005 - Present
Shawn M. Miller 2000 - Present
Performance Investment Group January 2009 - 2012
City of Holland 2011 - 2011
Mitsubishi Caterpillar Forklifts of America 2000 - 2005
UBS Global Asset Management 1997 - 1999
ProFormance, Inc. 1990 - 1997
Skills
Sales, Marketing Strategy, Social Media Marketing, Business Strategy, Social Media, Social Networking, Copywriting, Direct Marketing, Online Marketing, Marketing Research, Marketing Communications, Marketing Management, Seminar Speaker, International Business, International Marketing, International..., International Sales, Leadership Development, Increasing Profitability, Online Publishing, Fitness, Small Business, Small Business..., Expert Positioning, Customer Relations, Sales Management, Pitching, Selling 'from the Stage', Business Coaching, Business Mentoring, Advertising, Information Product..., Information Marketing, Intellectual Property, Product Development, Niche Marketing, Public Speaking, Strategy Development, Promotions, New Business Development, Entrepreneurship, Business as Mission, Purpose Driven Business, Strategy, Business Development, Training, Coaching, Customer Service, Leadership, Marketing
Education
Aquinas College 1994 — 1998
B.S., International Business
Suvretta Capital Management, LLC April 2013 - Present
Och-Ziff Capital Management November 2012 - March 2013
UBS Global Asset Management May 2006 - November 2012
Cambridge Associates 2004 - 2006
Education
Bentley University 2000 — 2004
Bachelor of Science (B.S.), Corporate Finance and Accounting
Meadows
Columbia Technology August 2014 - February 2015
Eltman, Eltman and Cooper October 2011 - July 2014
Davidson Kempner Capital Management June 2011 - September 2011
The Neuropathy Association February 2011 - June 2011
XL Group July 2010 - February 2011
Law Offices of Eugene Krukas August 2008 - July 2010
UBS Global Asset Management January 2008 - June 2008
Deutsche Bank May 2007 - August 2007
Skills
Courts, Administrative..., Microsoft Excel, Software Documentation, Legal Writing, Research, Databases, Legal Documents, Accounting, Finance, Legal Research, Customer Service, PowerPoint, Microsoft Word
Education
City University of New York-John Jay College of Criminal Justice 2008 — 2011
Legal Studies, General
Baruch College, City University of New York (CUNY)
Psychology
Alicante Advisors LLC January 2014 - Present
LiquidHub April 2012 - November 2013
iKindi August 2010 - March 2012
Robeco May 2005 - July 2008
AllianceBernstein August 2001 - April 2005
Lazard Asset Management 1997 - 2001
UBS Global Asset Management October 1995 - September 1997
Socimer Advisory Services 1994 - 1995
Skills
Strategy, Portfolio Management, Equities, Derivatives, Fixed Income, Trading, Financial Services, Outsourcing, Settlement, Middle Office, Back Office, Securities, Trading Systems, Budgets, Auditing, Business Analysis, Asset Management
Education
Rochester Institute of Technology 2009 — 2010
EMBA, Business
Binghamton University
MA
Stony Brook University
BA
Thrivent Financial June 2013 - Present
Thrivent Financial July 2004 - June 2013
UBS Global Asset Management January 2000 - June 2004
Lincoln Investment Management, Inc. 1997 - 2000
Banc One Investment Advisors January 1992 - January 1997
Skills
Credit, Fixed Income, Bloomberg, Financial Modeling, Investments, Financial Analysis, Bonds, Research, Excel, Credit Analysis, Leadership, Portfolio Management, Microsoft Excel, Asset Allocation, Investment Strategies, Asset Management, Capital Markets, Fixed Income Analysis
Education
Case Western Reserve University - Weatherhead School of Management 1990 — 1992
MBA, Finance
Augustana College 1984 — 1988
BA, Business Administration
UBS August 2015 - Present
PIMCO January 2013 - July 2015
Nuveen Investments April 2011 - January 2013
UBS Global Asset Management February 2009 - February 2010
UBS Global Asset Management October 2008 - February 2009
UBS Global Asset Management January 2006 - July 2008
UBS Global Asset Management September 2006 - June 2007
UBS Financial Services, Inc May 2004 - September 2006
UBS PaineWebber April 2001 - May 2004
Mutchler Pharmaceuticals Inc October 1999 - March 2001
Skills
Wealth Management, Investments, Marketing, Consulting, Series 7, Asset Allocation, Series 63, Fixed Income, Asset Managment, Investment Advisory, Equities, Securities, Asset Management
Education
Bucknell University 1995 — 1999
B.S, Chemical Engineering
The Ursuline School
Sandell Asset Management April 2012 - Present
Brown Brothers Harriman October 2010 - April 2012
UBS Global Asset Management May 2006 - October 2010
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2005 — 2008
JD
Drexel University 1996 — 1998
MBA, Finance & MIS
University of Rochester 1988 — 1992
BA, Russian & History
Bret Harte Elementary -> Cherry Hill East
Eaton Vance February 2015 - Present
PwC September 2011 - January 2015
UBS Global Asset Management May 2010 - August 2010
Harvard Club of Boston June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley Act, Auditing, Microsoft Excel, US GAAP, Valuation, Due Diligence, Access, Bloomberg, PowerPoint, Corporate Finance, Microsoft Office, Microsoft Word, SEC filings, External Audit
Education
Babson College - Franklin W. Olin Graduate School of Business
MSA, Public Accounting
Babson College 2007 — 2011
Bachelor's Degree, Public Accounting
FDIC July 2009 - Present
XL Capital 2006 - 2008
UBS Global Asset Management 2005 - 2006
Mercer Investment Consulting 2004 - 2005
Education
Boston College 2008 — 2009
MS Finance
Loyola University Chicago 2000 — 2004
BA, Finance, Economics
Bank of America Merrill Lynch October 2013 - Present
CLS Group. April 2013 - October 2013
Citi Group October 2011 - April 2013
Bank of America Merrill Lynch April 2010 - October 2011
QinetiQ North America March 2009 - April 2010
Fannie Mae November 2008 - February 2009
Bank of America August 2006 - November 2008
UBS Global Asset Management January 2006 - July 2006
Gartner October 2005 - December 2005
BayPackets February 2005 - October 2005
Skills
Oracle, SDLC, Hibernate, Spring, Requirements Analysis, Databases, Weblogic, XML, Design Patterns, Java, Java Enterprise Edition, UML, Unix, Spring Framework, Struts, PL/SQL, JBoss Application Server, Data Modeling, WebSphere Application..., Websphere, Software Project..., SOA, Web Applications, Ant, jQuery, JMS, Agile Methodologies, Visio, Web Services, Data Warehousing, Architecture, Project Management, Scrum, Ext JS, JPA, WebSphere MQ, ActiveMQ, PHP, MySQL, Apache, RDF, Bash, Jolt, Freemarker, Sybase, SQL, Shell Scripting, Enterprise Architecture, Software Development
Education
Andhra University 1996 — 1998
Master's Degree
SRKR College of Engineering, Bhimavaram, Andhra Pradesh, India 1990 — 1994
Bachelor's Degree
Salient Partners February 2011 - Present
UBS Global Asset Management August 1996 - January 2011
UBS Wealth Management 1994 - 1996
Skills
Portfolio Management, Finance, Alternative Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Asset Management, Wealth Management, Hedge Funds, Investments, Securities, Investment Strategies, ETFs, Series 65, Investment Advisory, Equities, Fixed Income, Investment Management, Series 6
Education
Southern Methodist University - Cox School of Business 1989 — 1990
M.B.A.
Trinity University 1983 — 1985
B.A., English
Bates College 1982 — 1983
Phillips Exeter Academy 1979 — 1980
PricewaterhouseCoopers - Adviosry, Customer Experience/CRM January 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Allied World Assurance Company September 2009 - June 2013
Marks Paneth & Shron LLP October 2008 - August 2009
UBS Global Asset Management November 2006 - October 2008
AXA Equitable 1998 - 2006
AXA Equitable Life Insurance Company 1998 - 2006
Skills
CRM, Finance, Salesforce.com, Project Management, Vendor Management, Program Management, Metrics Reporting, Business Process Design, Business Analysis
Education
City University of New York-Brooklyn College
BS, Health Science
Barclays Capital June 2010 - May 2015
Infosys May 2005 - May 2010
UBS Global Asset Management 2009 - 2010
UBS Investment Bank February 2008 - August 2009
Deutsche Bank July 2005 - January 2008
Skills
Management, Operations Management, ITIL, SDLC, Business Development, Outsourcing, Team Leadership, System Administration, Business Analysis, Change Management, IT Service Management, Microsoft SQL Server, Project Management, Requirements Analysis, SQL, Software Project..., Team Management, Vendor Management
Education
Bangalore University 2002 — 2005
BCA, Computer Applications
American Century Investments May 2006 - Present
Deutsche Bank Securities Inc. January 2004 - May 2006
UBS Global Asset Management July 1999 - December 2003
American Express Bank November 1987 - June 1999
Skills
Equities, Investment Management, Portfolio Management, Mutual Funds, Product Development, Investment Strategies, Asset Allocation, Asset Management, Series 7, Securities, Wealth Management, Bloomberg, Investments, Capital Markets, Investment Advisory, Fund Of Funds, Business Development, Credit, Emerging Markets, ETFs, Separately Managed..., Equity Research, Hedge Funds
Education
University of California, Santa Barbara 1986 — 1987
MA
Ateneo de Manila University 1981 — 1985
AB
Xavier School 1969 — 1981
UBS Global Asset Management March 2015 - Present
UBS August 2009 - February 2015
CICA October 2008 - October 2009
Deloitte October 2002 - July 2009
Skills
Due Diligence, AML, Mutual Funds, Hedge Funds, Private Equity, Alternative Investments, Fund Accounting, Operational Risk..., Operational Risk, Internal Audit, Anti Money Laundering
Education
BPP Law School 2012 — 2013
Bachelor of Laws (LLB)
BPP Law School 2010 — 2012
Graduate Diploma in Law, Law
Pontificia Universidad Católica del Perú 2010 — 2010
Students International Exchange Program, Business Administration
Université Laval 2007 — 2010
MBA, Accounting
HEC Montréal 2005 — 2006
Specialized Graduate Diploma, Public Accounting
HEC Montréal 2002 — 2004
Bachelor, Business Administration
2003 — 2003
Students International Exchange Program, Business Administration
ProFormance Foods April 2013 - Present
Rabobank June 2010 - April 2013
UBS Global Asset Management June 2009 - August 2009
U.S. District Court June 2008 - August 2008
LaRouche Diamonds 2004 - 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Business Valuation, Mergers, M, Mergers & Acquisitions, Due Diligence, Private Equity, Hustle, CEOs, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2011
B.S., Finance
Cold Spring Harbor Highschool 2003 — 2007
High school diploma
UBS Global Asset Management September 2012 - Present
J.P. Morgan January 2008 - April 2012
JPMorgan Chase September 2006 - January 2008
Morgan Stanley August 2005 - September 2006
Skills
Mutual Funds, Investments, Wealth Management, Management, CRM, Investment Strategies, Marketing Strategy, Sales, Portfolio Management, Series 7, Financial Advisory, Series 63, Uniform Combined State..., Securities, Alternative Investments, Asset Allocation
Education
Binghamton University 1999 — 2004
Bachelor of Science, Psychology
UBS Global Asset Management February 2015 - Present
UBS Global Asset Management October 2010 - February 2015
The University of Chicago, Office of Investments July 2009 - October 2010
Van Kampen Funds October 2003 - January 2009
Van Kampen Investments 2003 - November 2008
Skills
Asset Management, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Microsoft Excel, Investments, Hedge Funds, Asset Managment, Securities, Wealth Management, Series 63, Investment Strategies, Fixed Income, Portfolio Management, Equities
Education
Carthage College 1999 — 2003
First Command Financial Services August 2013 - Present
International Coach Academy April 2013 - Present
Dynamic Perspectives, LLC January 2009 - Present
UBS Global Asset Management October 2006 - December 2008
Bank of America 2002 - 2006
Morgan Stanley 1997 - 2002
Computer Language Research April 1981 - April 1993
Skills
Coaching, Change Management, Sales Management, Leadership, Staff Development, Productivity Consulting, Team Facilitation, Productivity, Strategic Partnerships, Emotional Intelligence, Strategy, Sales, Organizational..., Leadership Development, Recruiting, Personal Development, Business Development, Management Consulting, Management, Executive Coaching, Mergers & Acquisitions, Workshop Facilitation, Career Development, Team Building, Executive Development, MBTI, Talent Acquisition, Executive Management, Organizational..., Nonprofits, Consulting, 360 Feedback, Entrepreneurship, Organizational Design, Management Development, Business Coaching, Culture Change, Succession Planning, Performance Improvement, Career Management, Employee Training, Training
Education
International Coach Academy 2010 — 2012
Certified Professional Coach, Executive Coaching
Ohio University 1975 — 1977
Organizational Communications
California Coast University
BS, Business Management
Brandinc Ltd July 2015 - Present
WendyCity Productions November 2008 - Present
Alanic International September 2014 - May 2015
Applus Technologies August 2012 - February 2013
U.S. Equities Realty, LLC 2006 - 2007
UBS Global Asset Management March 2002 - February 2003
Four Points Digital / marchFIRST December 1996 - November 2002
Skills
PowerPoint, Final Cut Pro, Outlook, Lotus Notes, Access, Microsoft Word, Oracle Applications, Salesforce.com, SAP, Microsoft Excel, QuickBooks, Video Editing, Public Relations, Video Production, Editing, Leadership, Social Media Marketing, Video, Social Media, Event Planning
Education
Arizona State University 1982 — 1987
Bachelor of Science (B.S.), Organizational Communication
Arizona State University
Organizational Communication
Gemini Fund Services January 2015 - Present
Gemini Fund Services September 2011 - December 2014
BNY Mellon January 2007 - September 2011
UBS Global Asset Management November 2004 - January 2007
Citigroup Asset Management July 1999 - November 2004
Skills
Mutual Funds, Securities, Asset Management, Microsoft Excel, Investments, Hedge Funds, Equities, Financial Analysis, Outlook, Accounting, Customer Service, Microsoft Office, Bloomberg, Portfolio Management, Finance, Microsoft Word, Fixed Income, Access, Alternative Investments, PowerPoint, Fund Administration, Fund Accounting, Fund Of Funds, Investment Management, Financial Reporting, Derivatives, Bloomberg Terminal, Account Reconciliation, ETFs, Valuation, Options, Corporate Actions, Asset Allocation, Financial Services, Equity Derivatives, Swaps, Auditing
Education
City University of New York-Baruch College 1994 — 1999
Bachelor's Degree, Accounting
Accounting Resource January 2014 - Present
Fantastic Sams International Corp 2015 - 2015
UBS Global Asset Management November 1999 - December 2013
Paine Webber March 1986 - November 1999
Skills
Financial Analysis, Fund Accounting, Financial Reporting, Account Reconciliation, Accounting, Financial Modeling, Financial Accounting, Internal Controls, IFRS, Bloomberg, Mutual Funds, Investments, Strategic Financial..., Corporate Finance, Finance, General Ledger, Financial Statements
Education
Adelphi University 1985 — 1988
Master of Business Administration (MBA), Finance
Long Island University, C.W. Post Campus 1975 — 1979
Bachelor of Science (B.S.), Marketing/Marketing Management, General
John F Kennedy High School - Bellmore New York
iGATE Technologies Inc October 2013 - Present
AllianceBernstein 2004 - 2013
State Street Bank 1999 - 2004
UBS Global Asset Management 1999 - 1999
UBS Global Asset Management 1998 - 1999
Skills
Fixed Income, Project Coordination, Equities, Derivatives, Database Administration, Securities, Corporate Actions, Bloomberg, Middle Office, Settlement, Bonds, Working knowledge of SQL, Bloomberg Terminal, Reuters, DTC, CAMRA, Factset, Interactive Data, Moody, Vendor Relationships, Third Party Vendor..., Credit Rating, Portfolio Management, Bloomberg Data License, Global Plus, MS Excel Pivot Tables, Vlookup, Hedge Funds, Trading, Data Stewardship, Data Administration, Investment Management, Asset Management, Trading Systems, Alternative Investments, Options
Education
Borough of Manhattan Community College
Associate of Arts (AA), Liberal art
CUNY SPS
LinkedIn October 2014 - Present
LinkedIn January 2012 - October 2014
Canadian Tire November 2010 - January 2012
Maple Leaf Foods July 2010 - November 2010
WIND Mobile August 2009 - July 2010
RBC July 2008 - March 2009
Citi October 2007 - July 2008
Vonage March 2007 - October 2007
UBS Global Asset Management October 2006 - March 2007
Seneca College January 2006 - October 2006
Skills
Talent Management, Recruiting, Social Media, Sourcing, Internet Recruiting, Human Resources, Leadership, New Hire Orientations, Interview Preparation, Change Management, Training, Employer Branding, Job Search Strategies, Staff Development, Career Counseling, Vendor Management, Employee Engagement, Recruitment Technology, Project Management, Strategy, Screening Resumes, Awesomeness, Employee Relations, Consulting, Temporary Placement, Performance Management, Negotiation, Leadership Development, Taleo, Technical Recruiting, Career Advising, Diversity Recruitment, Manage Client..., Coaching, Onboarding, Employee Benefits, Succession Planning, Creative Sourcing, Compensation Negotiation, Pipeline Building, Candidate Development, Global Recruitment, Instructional Design, Career Site Development, Coaching Recruiters, Talent Acquisition..., Hands-on Training, Training Delivery, CRM
Education
Brock University 2009 — 2012
Bachelor of Education, Adult Education
Seneca College of Applied Arts and Technology 2006 — 2007
Post Graduate Certificate in Human Resources, Human Resources Management
York University 1999 — 2004
BA Specialized Honours, Geography and Urban Studies
AZSC Company November 2013 - November 2014
VALCOR Consulting February 2008 - February 2014
Esquire Solutions May 2007 - December 2007
UBS Global Asset Management April 2000 - June 2007
Penn Mutual May 1995 - April 2000
Skills
Crowdfunding, Crowdsourcing, Alternative Financing, Finance, Business, Private Equity, Investments, Corporate Finance, Due Diligence, Valuation, Corporate Law, Private Placements, Securities, Capital Markets, Venture Capital, IPO, Financial Services, Business Planning, Auditing, Corporate Governance, Telemedicine, Intellectual Property, Management, FAS 5, Restructuring, Litigation Support, Mergers & Acquisitions, Strategic Planning, Business Development
Education
Arizona State University 1990 — 1994
B.S., Justice Studies
AMD Interior Fashions October 2007 - Present
UBS Global Asset Management August 1983 - June 2007
Education
Custom Home Furnishings Academy 2007 — 2009
Career Professional, Window Treatments
Central Connecticut State University
BS, Accounting
Indus Capital May 2012 - Present
UBS Global Asset Management March 2008 - May 2012
UBS Wealth Management June 2006 - March 2008
Skills
Mutual Funds, Bloomberg, Series 7, Investments, Fixed Income, Asset Allocation, Alternative Investments, Portfolio Management, Hedge Funds, Equities, Asset Management
Education
Boston College - Carroll School of Management 2002 — 2006
Bachelor of Science (B.S.), Finance & Marketing
UBS Global Asset Management November 2010 - Present
UBS Wealth Management July 2006 - November 2010
UBS Investment Bank October 2001 - June 2006
Deutsche Bank, NY NY May 1995 - August 2001
Cooper & Lybrands, NY NY June 1991 - April 1995
Skills
Risk Management, Financial Risk, Investments, Banking, Mutual Funds, Insurance, Auditing, Leadership, Hedge Funds, Fixed Income, Derivatives, Equities, Asset Management, Alternative Investments, Structured Products, Capital Markets, Investment Banking, Portfolio Management
Education
London Business School 2005 — 2006
Portfolio Management, Equities, Fixed Income and Alternatives
New York University - Leonard N. Stern School of Business 1990 — 1992
BS, Finance/Accounting
California State University-Sacramento
Mathematics
Lycee Champollion, Grenoble
Baccalaureat C, Mathematics & Physics
Barclays Wealth and Investment Management September 2014 - Present
UBS Global Asset Management June 2011 - August 2013
UBS Wealth Management June 2008 - June 2011
Skills
Compliance, Series 7, Hedge Funds, AML, Asset Management, Investments, Mutual Funds, Securities, Fixed Income, FINRA, Series 63, Capital Markets, Derivatives, Equities, Fund Of Funds
Education
Boston College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Gastar Exploration Inc. 2013 - 2015
Halcon Resources Corporation 2011 - 2013
Anadarko Petroleum 2008 - 2011
Lehman Brothers 2004 - 2008
UBS Global Asset Management 2003 - 2003
Bill Graham Presents 2002 - 2002
Skills
Finance, Financial Modeling, Corporate Finance, Petroleum, Energy Industry, Project Management, Microsoft Excel, Presentations, Valuation, Strategic Marketing, Energy, Commodity, Risk Management, Strategic Financial..., Derivatives, Capital Markets, Bonds, Equity Capital Markets, Oral & Written..., Marketing, Due Diligence, Written & Oral..., Market Analysis, Financial Analysis, Investment Banking, Analysis, Mergers & Acquisitions, Commodity Markets, Commodity Risk..., Bloomberg, Hyperion Planning
Education
University of Texas-Austin 2000 — 2004
Bachelor's Degree, Finance / Business Honors
Bond University 2003 — 2003
Study Abroad - Business Administration
Societe Generale Corporate and Investment Banking - SGCIB February 2015 - Present
Morgan Stanley August 2014 - February 2015
UBS Global Asset Management February 2013 - July 2014
Del Mar Asset Management July 2011 - December 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Options, Risk Management, Statistics, Econometrics, Economics, Quantitative Research, Quantitative Analytics, Marketing Strategy, Inventory Management, Operations Management, Bartending, Team Leadership, Leadership, Communication, Mandarin, Chinese, Chinese culture, Hospitality, Bloomberg Software, Bloomberg Terminal, Finance, Hedge Funds, Data Analysis, Asset Management, Investments, VBA, Investment Strategies, Financial Risk, Fixed Income, Derivatives, Asset Allocation, Valuation, Investment Banking, Alternative Investments, Fund Of Funds, Portfolio Management, Bonds, Teamwork, Analysis, Technical Analysis
Education
Baruch College 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.3
UBS Global Asset Management August 2012 - Present
Rosbank December 2009 - July 2010
Expert-Maxima October 2009 - March 2010
UBS Global Asset Management May 2007 - May 2008
Skills
Asset Managment, Investments, Consulting, Strategic Consulting, Commercial Banking, Marketing Communications, Loans, Mutual Funds, Product Development, Lipper, Morningstar, Zephyr Style Advisor, Strategic Insights, Finance, Communication Skills, Customer Service, Separately Managed..., Institutional Investors, Asset Management, Institutional..., Banking, Due Diligence, Financial Services, Fixed Income, Bloomberg, Market Research, Business Planning, Equities, Hedge Funds, Financial Analysis
Education
Brandeis University International Business School 2010 — 2012
MBA, International Finance, 3.61
Pace University - Lubin School of Business 2004 — 2009
Bachelor of Science (BS), Business Economics, Finance, 3.63
McGraw Companies CIO - InsuranceEnduranceNovember 2012 - May 2013
IBM Global Services - Integrated Technology Services August 2012 - December 2012
Hearsay Social January 2012 - August 2012
Adelphi University January 2012 - May 2012
Marsh & McLennan July 2006 - December 2011
UBS Global Asset Management June 2000 - April 2006
.com Startup 1998 - 2000
Morgan Stanley July 1997 - August 1998
IBM 1992 - 1997
Credit Suisse First Boston October 1992 - April 1995
Skills
Outsourcing, Process Engineering, PMO, Application Development, Insurance, Asset Management, IT Governance, Vendor Management, IT Strategy, IT Outsourcing, Management Consulting, Shared Services..., Waterfall, Business Strategy, Global Delivery, Organizational..., IT Transformation, Leadership, Emotional Intelligence, Business Intelligence, Agile Methodologies, Software Quality..., SOA Governance, Prototype, Data Security, Data Science, Big Data, Data Analysis, Cloud Computing, Social Media, Governance, Software Development, Strategic Planning, Asset Managment, Project Management, Risk Management, Project Portfolio..., Enterprise Software, Business Analysis, IT Management
Education
Adelphi University 1988 — 1991
BBA, Finance
UBS Global Asset Management September 2012 - Present
UBS Global Asset Management July 2003 - September 2012
SG Cowen Securities June 1999 - July 2003
UBS Warburg January 1997 - June 1999
Dura Pharmaceuticals 1995 - 1997
Boston Biomedical Consultants June 1990 - September 1993
Skills
Valuation, Hedge Funds, Venture Capital, Equities, Alternative Investments, Equity Research, Private Equity, Asset Management, Investment Management, Financial Modeling, Investments, Capital Markets, Fixed Income, Investment Banking, Emerging Markets, Portfolio Management
Education
Harvard Business School 1993 — 1995
MBA
Bowdoin College 1986 — 1990
Bachelor of Arts (B.A.) - Biochemistry, minor in Economics
RIMES Technologies Corporation May 2012 - Present
Private Investments February 2009 - April 2012
Fidelity Worldwide Investment February 2007 - February 2009
UBS Global Asset Management 2004 - 2007
UBS Global Asset Management 1999 - 2004
Enron Capital & Trade Resources 1996 - 1999
Financial Technologies International May 1995 - October 1996
Bankers Trust May 1993 - May 1995
Education
Bryant University 1989 — 1993
Bachelor of Science (BS)
UBS Global Asset Management October 2013 - December 2014
Saguenay Strathmore Capital September 2011 - October 2013
Chilton Investment Company October 2010 - May 2011
Chilton Investment Company October 2010 - May 2011
Geller & Company October 2007 - October 2010
Education
New York University 2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
City University of New York-Brooklyn College 2002 — 2006
Bachelor's degree, Accounting CPA Qualifying/ Business, Management and Finance
UBS Global Asset Management January 2015 - Present
Saybrus Partners January 2012 - December 2014
MetLife March 2006 - December 2011
MetLife July 2005 - March 2006
Travelers Life & Annuity January 2004 - July 2005
Webster Bank July 1999 - January 2004
Education
Central Connecticut State University
Third Party Marketers Association May 2006 - Present
Tessera Capital Partners, LLC March 2004 - Present
Tessera Capital Services, LLC March 2005 - December 2010
WestAM July 2000 - September 2003
Forstmann-Leff International May 1997 - July 2000
UBS Global Asset Management May 1994 - June 1997
Kidder Peabody 1990 - 1993
Skills
Alternative Investments, Hedge Funds, Asset Managment, Investments, Portfolio Management, Equities, Private Equity, Investment Strategies, Asset Allocation, Investment Management, Mutual Funds, Investment Advisory, Series 7, Venture Capital, Fixed Income, Due Diligence, Wealth Management, Fund Of Funds, Valuation, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
State University of New York at Binghamton 1984 — 1988
BS, Finance
Custom App Ventures LLC (CAV) March 2015 - Present
The Law Offices of Marc J. Lane, a Professional Corporation February 2015 - June 2015
Northern Trust Corporation January 2015 - June 2015
Commodity Futures Trading Commission August 2014 - December 2014
UBS Global Asset Management June 2014 - August 2014
Financial Industry Regulatory Authority January 2014 - May 2014
Chicago Kent College of Law August 2013 - December 2013
UBS Global Asset Management June 2013 - August 2013
The Rogers Law Group NFP July 2011 - August 2012
Sterling Engineering June 2010 - August 2010
Skills
Investment Strategies, Portfolio Management, Securities Regulation, Financial Regulation, Regulatory Compliance, Legal Research, Bankruptcy, Westlaw, Legal Writing, Lexis, Document Drafting, Due Diligence, Microsoft Excel, Detail Oriented, Market Regulation, Investments, ISDA Agreements, LexisNexis, Leadership
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2012 — 2015
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Indiana University Bloomington 2007 — 2011
Bachelor of Arts (B.A.), Economics/Political Science, 3.65 Cumulative GPA
Motilal Oswal Securities Ltd April 2011 - May 2011
Repucom November 2009 - May 2010
UBS Global Asset Management July 2009 - September 2009
Skills
Finance, Financial Analysis, Microsoft Excel, Bloomberg, Analysis, Portfolio Management, Capital Markets, Mergers & Acquisitions, Team Management, Financial Modeling, Valuation, Stata
Education
University of Colorado Denver 2015 — 2017
Master's Degree, Finance and Risk Management, 3.8
St. Joseph's College Of Business Administration 2010 — 2012
Master of Business Administration (M.B.A.), Finance & Marketing
MES College of Arts,Commerce & Science 2006 — 2009
Bachelor’s Degree, Accounting and Finance
Bangalore University
P.UM.E.S
Bangalore University
S.S.L.CB P
Evista February 2015 - Present
The Mission Inn Hotel & Spa September 2014 - February 2015
UBS Global Asset Management June 2014 - September 2014
Tyler Galleria Mall / California Baptist University January 2014 - April 2014
Skills
Event Planning, Event Management, Teamwork, Customer Service, Leadership, Sales, Marketing, Sports, Public Speaking
Education
California Baptist University 2010 — 2014
BS, Marketing
MacKay Shields October 2004 - Present
Pareto Partners 2000 - 2004
Forstmann Leff 1998 - 2000
UBS Global Asset Management 1985 - 1997
Skills
Fixed Income, Portfolio Management, Asset Management, Equities, Investments, Hedge Funds, Alternative Investments, Derivatives, Capital Markets, Valuation
Education
Hunter College 1976 — 1989
BA, Economics/Biology
City University of New York-Hunter College
Bachelor's degree, Economics
Bond New York 2013 - Present
Blue Star Jets 2011 - 2013
1st Global 2008 - 2010
BAB 2006 - 2008
Manulife Financial 2002 - 2005
UBS Global Asset Management 2000 - 2002
PaineWebber October 1993 - 2000
Plano ISD 1988 - 1993
Skills
Investment Properties, International Buyers, Real Estate, Public Speaking, Presentations, Real Estate Transactions, Sales Management, Management, Team Management, Negotiation, Leadership, Team Leadership, Sellers, Marketing Strategy, Corporate Relocation, Investments, Asset Managment, Program Management, Mutual Funds, Account Management, Sales, Business Development
Education
Baylor University 1982 — 1987
BS Education, Education
Berkner High School
UBS Global Asset Management October 2010 - June 2012
UBS Global Asset Management December 2008 - October 2010
UBS Wealth Management July 2008 - December 2008
Skills
Financial Modeling, Corporate Finance, Valuation, Getting to Yes, Getting The Job Done, Mergers & Acquisitions, Private Equity, Hedge Funds, Asset Management, Due Diligence, Capital Markets, Alternative Investments, Financial Analysis, Equities, Investments
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Accounting, Entrepreneurship
Vanderbilt University 2004 — 2008
Bachelor's degree, cum laude
Birkbeck College, University of London 2006 — 2006
Universidad Complutense de Madrid 2006 — 2006
Woodberry Forest School 2000 — 2004
summa cum laude
UBS Global Asset Management June 2015 - August 2015
Red Tettemer O'Connell + Partners June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Social Networking, Event Planning, Social Media, Coaching, Public Speaking, Leadership, Teamwork, Data Analysis, Fundraising, Strategy, Financial Analysis
Education
Brown University 2012 — 2016
Bachelor’s Degree, Business Economics, Entrepreneurship, Organizations
Robert Half Executive Search April 2015 - Present
Infinity Consulting Solutions June 2014 - February 2015
Barclays Corporate Banking September 2013 - December 2013
HSBC Private Bank May 2012 - March 2013
UBS Global Asset Management September 2011 - December 2011
Ashurst April 2010 - March 2011
Calyon Corporate & Investment May 2009 - December 2009
Skills
Executive Assistant, Office Management, Receptionist Duties, Administrative..., Operations Management, Human Resources..., Customer Service, PowerPoint, Sales
Education
New City Technical College
New York University
Morgan Stanley April 2014 - Present
Accenture June 2013 - March 2014
Apple January 2013 - June 2013
Capital Reporting Company November 2012 - May 2013
American University August 2011 - May 2013
UBS Global Asset Management June 2012 - August 2012
Claro Trade Finance, LLC August 2011 - 2012
Pi Kappa Phi Fraternity: Theta Eta Chapter at American University November 2010 - December 2011
Wells Fargo May 2011 - August 2011
Public Financial Management December 2010 - May 2011
Skills
Analysis, Finance, Microsoft Excel, Business Analysis, Microsoft Office, Access, Management, Financial Analysis, Portfolio Management, Financial Modeling, Budgets, Business Development, Project Management, Investments, Sales, Economics, Salesforce.com, Valuation, Budgeting, Risk Assessment, Financial Planning, Client Development, Wealth Management
Education
American University - Kogod School of Business 2009 — 2013
BSBA, Finance and Information Systems Technology
Bloomberg L.P. July 2010 - Present
HITEC (Hispanic IT Executive Council) 2008 - 2011
UBS Wealth Management Research 2006 - 2010
UBS Global Asset Management 2003 - 2006
Merrill Lynch 1998 - 2003
Skills
Investment Research, Research Distribution, Wealth Management, RiXML, Business Analysis, Product Management, CRM, Vendor Management, Strategy, Analysis, Business Intelligence, Management, Project Management, Business Development, Fixed Income, Change Management, Equities, E-commerce, Capital Markets, Marketing, IT Strategy, Product Development, Sales, Latin America, International Business, Foreign Currency, Commodity, Economics, Technical Analysis, Energy
Education
New York University - Leonard N. Stern School of Business 1980 — 1985
MBA, Finance / Int'l Business
City University of New York City College 1974 — 1979
BEME, Mechanical Engineering
Gather - Mobile Pay 2015 - Present
CampusBridge Solutions January 2012 - Present
Hispanic Alliance for Career Enhancement January 2011 - Present
Square December 2014 - September 2015
Groupon January 2013 - October 2013
EZLinks Golf, Inc. August 2012 - December 2012
LocalVox January 2012 - August 2012
Descuento Libre (Acquired by a subsidiary of Living Social) January 2010 - December 2011
Eats.com March 2002 - December 2009
UBS Global Asset Management June 2001 - April 2002
Skills
New Business Development, Spanish, Strategic Partnerships, Sales Management, Email Marketing, SaaS, Non-profits, Strategic Consulting, Business Development, Start-ups, Entrepreneurship, Marketing Strategy, Market Research, Strategic Planning, Business Strategy, Marketing, Competitive Analysis, Online Advertising, Social Media Marketing, Strategy, Digital Marketing, Analytics, Salesforce.com, Integrated Marketing, E-commerce, Management Consulting, Leadership, Executive Management, Management, Mobile Marketing, Fundraising, Selling, Consulting, Sales, Finance, Training, Due Diligence, Investments, Negotiation, Private Equity, Recruiting, Lead Generation, Venture Capital, Business Planning, Mergers & Acquisitions, Online Marketing, Social Networking, CRM, Corporate Development
Education
Florida State University - College of Business 1996 — 1999
BS, BA, Finance, Economics
University of Florida 1994 — 1996
Finance and Economics
Carnegie Mellon University 1994 — 1995
Electrical Engineering
MacKay Shields LLC November 2012 - Present
UBS Global Asset Management July 2011 - July 2012
HSBC Global Asset Management December 2009 - July 2011
AIG Investments February 2005 - November 2009
Credit Agricole Asset Management September 2001 - December 2004
PPM America, Inc. July 1999 - August 2001
Invesco Hong Kong Ltd. July 1995 - August 1998
Prudential Securities July 1992 - March 1995
Skills
Alternative Investments, Capital Markets, Marketing, Investment Management, Integrated Marketing, Investment Advisory, Thought Leadership, Asset Managment, Content Development, Talent Management, Strategic Planning, Risk Management, Financial Markets, Bonds, Positioning, Cross-functional Team..., Strategy, Competitive Analysis, Institutional..., Marketing Communications, Investor Relations
Education
Boston University - School of Management
BSBA, Finance and Marketing
UBS A&Q Hedge Fund Solutions June 2014 - Present
Bucknell University August 2010 - May 2014
UBS Global Asset Management June 2013 - August 2013
Silchester International Investors June 2012 - July 2012
Knight Capital Group June 2011 - August 2011
Skills
Stata, Microsoft Office, Research, Teamwork
Education
Bucknell University 2010 — 2014
Bachelor of Arts (B.A.), Economics & Political Science
Greenwich High School
Greenwich High School
UBS Global Asset Management June 2004 - Present
Capital Group January 2000 - August 2003
Merrill Lynch March 1998 - January 2000
Skills
Hedge Funds, Asset Management, Financial Modeling, Equities, Valuation, Equity Research, Capital Markets, Alternative Investments, Fixed Income, Financial Analysis, Portfolio Management, Long/Short Equity, Bloomberg, Asset Managment, Investments, Finance
Education
The University of Chicago
MBA, Finance
Brigham Young University
BA, Economics
OppenheimerFunds August 2014 - Present
Julius Baer July 2013 - May 2014
Bank of America Merrill Lynch November 2011 - July 2013
Bank of America Merrill Lynch July 2011 - December 2011
UBS Global Asset Management June 2009 - August 2010
Skills
Project Management, Financial Services, Team Leadership, Fundraising, Mutual Funds, Transfer Agency, Data Analytics, Operational Risk, Reporting & Analysis, Compliance, Training, Compliance Monitoring, Regulatory Compliance, Compliance Program, Compliance Program..., Risk Assessment..., Monitoring and Testing, Controls Assessment, Risk Reporting, Surveillance, Asset Managment, Market Abuse, Microsoft Office, Business Intelligence, Policies and Procedures
Education
Aston University 2007 — 2011
BSc. Upper Second Class (2:1) Honours
Hereford Sixth Form College 2005 — 2007
A-Level
Verizon August 2013 - Present
Verizon Wireless March 2012 - August 2013
Huffington Post Media Group/ Patch Media April 2011 - August 2011
American Express March 2011 - April 2011
IBM Strategy Consulting- Media and Telecom September 1900 - September 2010
UBS Global Asset Management 1900 - 1900
Education
Carnegie Mellon University - Tepper School of Business
BS, Computing and Information Technology, Manufacturing Management and Consulting
University of Michigan - Stephen M. Ross School of Business
MBA
UBS Global Asset Management July 2014 - Present
BlackRock June 2002 - May 2014
Merrill Lynch Investment Managers 2002 - 2006
Skills
Derivatives, Mutual Funds, Asset Allocation, Risk Management, Portfolio Management, Asset Managment, Equities, Private Banking, Equity Trading, Trading, Hedging, Hedge Funds, Options, Financial Risk, Bloomberg, Asset Management, Alternative Investments, Equity Derivatives, Structured Products, Investment Strategies, Investment Management, Investments, Financial Markets
Education
Birkbeck, University of London 2006 — 2009
M.Sc., Financial Engineering
Trinity College Dublin 1998 — 2002
B.A. (Mod), Mathematics
Clongowes Wood College 1992 — 1998
Leaving Certificate
Max Planck Foundation for International Peace and the Rule of Law October 2013 - Present
Keller Graduate School of Management May 2013 - October 2013
Strayer University September 2010 - May 2013
Cornell University Law School February 2007 - May 2012
American Bar Association Rule of Law Initiative April 2010 - June 2010
Sonnet Technologies 2005 - 2007
UBS Global Asset Management November 2004 - April 2005
Wells Fargo 1999 - 2002
Skills
Negotiation, Research, Public Speaking, Contract Negotiation, Legal Research, Non-profits, Corporate Law, Higher Education, Strategic Planning, Teaching, Intellectual Property, Microsoft Office, Fundraising, Legal Writing, Litigation, PowerPoint, Legal Advice, Project Management, International Law, Nonprofits, International Relations, Policy Analysis, Community Outreach, Commercial Litigation
Education
Cornell Law School 2011 — 2012
LL.M., Law
Università degli Studi di Torino 2007 — 2010
PhD, Comparative Analysis of Law, Economics and Institutions
Chapman University, The George L. Argyros School of Business and Economics 2003 — 2005
MBA, Business Administration, Finance
California State University-Fullerton 2000 — 2002
B.A., Business Administration
Stifel Financial Corp. June 2015 - August 2015
BISON.co June 2014 - August 2014
UBS Global Asset Management June 2014 - July 2014
Skills
Microsoft Office, Microsoft Word, Leadership, Social Media
Education
Amherst College 2012 — 2016
Mathematics
The Loomis Chaffee School
High School
Xaverian Brothers High School 2007 — 2011
High School
UBS Global Asset Management 2007 - 2011
UBS Investment Bank June 2006 - August 2006
Smith Barney - Citigroup 2001 - 2005
ABN AMRO Bank N.V. 1999 - 2001
J.P. Morgan 1997 - 1999
Bankers Trust Company 1996 - 1997
Skills
Emerging Markets, Fixed Income, Capital Markets, Equities, Trading, Financial Markets, Latin America, Options, Spanish, Business Development, International Finance, Financial Services, Bonds, Asset Management, International Relations, Client Relationship..., Series 7, Institutional, CRM, Corporate Finance, Portuguese, Foreign Languages, Central Banks, Sales, Sovereign, Offshore, Mexico, International Affairs, Cross-border...
Education
Columbia University in the City of New York
Masters of International Affairs
New York University
Graduate Certificate
Boston University
B.A.
Cold Spring Harbor High School
PwC January 2015 - Present
BDO USA, LLP October 2010 - January 2015
UBS Global Asset Management July 2007 - July 2008
AIG March 2001 - July 2007
Baring Asset Management (Asia) Ltd. July 1994 - December 1998
Skills
Emerging Markets, Portfolio Management, Transfer Pricing, Investments, Risk Management, Equities, Fixed Income, Asset Allocation, Mutual Funds, Financial Modeling, Private Equity, Corporate Finance, Valuation, Bloomberg, Hedge Funds, Financial Analysis, Due Diligence, Financial Statement...
Education
Thunderbird School of Global Management
MBA
Baruch College, City University of New York (CUNY)
MST
Arizona State University
BSc
PNC Mortgage January 2010 - Present
UBS Global Asset Management May 2008 - June 2009
Washington Mutual February 2006 - April 2008
Washington Mutual January 2004 - February 2006
Washington Mutual October 2002 - December 2003
Skills
Essbase, Business Objects, Microsoft Office, SQL, XP
Education
Auburn University 1997 — 2002
Marketing
First Midwest Bank May 2008 - Present
ABN AMRO Asset Management September 2006 - December 2007
Fitch Ratings June 2001 - August 2006
UBS Global Asset Management December 1993 - May 2000
Skills
Portfolio Management, Asset Management, Investments, Credit Analysis, Fixed Income, Asset Managment, Securities, Bonds, Credit, Asset Allocation, Capital Markets, Bloomberg, Investment Strategies, Investment Management, Mutual Funds
Education
The University of Chicago Booth School of Business 1996 — 1999
MBA, Finance, Entrepreneurship
中央大学
Bachelor of Arts (BA), Economics
JP Morgan Asset Management May 2013 - Present
UBS Global Asset Management March 2007 - April 2013
U.S. Trust 2005 - 2007
John Hancock 1999 - 2005
Skills
Hedge Funds, Asset Allocation, Asset Managment, Mutual Funds, Alternative Investments
Education
Boston University - School of Management 2002 — 2004
MBA, Investments
University of Vermont 1994 — 1998
BS, Business
Alpine Woods Capital Investors September 2011 - Present
UBS Global Asset Management 1996 - October 2010
Smith Barney 1992 - 1995
Lieber & Co /The Evergreen Funds 1991 - 1992
Skills
Alternative Investments, Asset Managment, Real Estate, Portfolio Management, Investment Strategies, Equity Research, Securities, Equities, Hedge Funds
Education
Brown University
BA
UBS August 2000 - Present
UBS Global Asset Management 1998 - Present
RT Capital/ UBS Global Asset Management 1998 - Present
RT Capital Management 1998 - 2003
Skills
Remedy, NT 4.0, Incident Management, Remote Access, Bloomberg, Active Directory, Laptops, Citrix, XP, Blackberry, Desktop Support, Asset Management, ITIL, BMC Remedy, Asset Managment, Infrastructure, Technical Support, Disaster Recovery, Trading Systems, Fixed Income, Market Data, Hedge Funds, Equities, Windows XP, Capital Markets, Investments, Portfolio Management, Derivatives, Risk Management
Education
Universidade Católica de Brasília 1992 — 1994
Universidade Católica de Brasília 1986 — 1991
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
William Blair & Company July 2015 - Present
UBS Global Asset Management April 2014 - July 2015
UBS Global Asset Management December 2012 - April 2014
UBS July 2011 - December 2012
UBS Wealth Management April 2009 - July 2011
UBS Investment Bank July 2007 - April 2009
Skills
Financial Modeling, Financial Reporting, Bloomberg, Corporate Finance, Finance, Forecasting, Fixed Income, Business Analysis, Hedge Funds
Education
Boston College 2003 — 2007
BS, Finance / Information Systems
Boston College
Bank of New York Mellon - Dreyfus March 2014 - Present
UBS Global Asset Management July 2007 - March 2014
Morgan Stanley Investment Management August 2005 - July 2007
UBS Global Asset Management September 2002 - August 2005
Computershare, Inc March 2001 - September 2002
Merrill Lynch August 1995 - March 2001
Skills
Asset Managment, Mutual Funds, Alternative Investments, Investment Management, Series 7, Wealth Management, Fixed Income, Equities, Portfolio Management, Asset Management, Investment Strategies, Market Research, Product Management, Asset Allocation, Capital Markets, Due Diligence, Financial Services, Wealth Management..., Risk Management, Hedge Funds, Emerging Markets, Fund Of Funds, Financial Markets, FINRA, ETFs, Investment Advisory, Valuation, Securities, Series 63, Separately Managed..., Institutional..., Financial Analysis, Series 24, Investments, Relationship Management
Education
Adelphi University 1994 — 1995
MS, Banking & Money Mangement
Adelphi University 1991 — 1994
MBA, Finance
Fordham University 1987 — 1991
BA, Political Science/Economics
UBS Global Asset Management July 2012 - Present
UBS Global Asset Management August 2010 - September 2012
UBS Global Asset Management July 2007 - August 2010
UBS Global Asset Management June 2006 - July 2007
New Jersey Nets January 2006 - May 2006
Skills
Series 7, Series 66, Mutual Funds, Hedge Funds, Managed Accounts, CFA Level 2 Candidate, Alternative Investments, Investment Management, Asset Allocation, Asset Management, Bloomberg, Fund Of Funds, Separately Managed..., Relationship Management, Investment Strategies, ETFs, Bloomberg Terminal
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2006
Bachelors of Business Administration, Finance & Investment
Pzena Investment Management October 2014 - Present
Pzena Investment Management February 2013 - September 2014
Nones Ventures January 2012 - January 2013
Evercore Asset Management, LLC September 2005 - December 2011
UBS Global Asset Management January 2003 - May 2005
Sanford C. Bernstein July 1983 - December 2002
AllianceBernstein 2001 - 2002
Skills
Operations Management, Change Management, Employee Management, Strategy, Management, Start-ups, Program Management, Executive Management, Financial Services, Leadership, Investments, Hedge Funds
Education
Clark University 1981 — 1983
MBA, Finance
Connecticut College 1977 — 1981
BA, Art History
Deutsche Bank (GRMS IT Consulting) September 2014 - April 2015
UBS Wealth Management December 2006 - May 2014
UBS Global Asset Management June 2003 - December 2006
PaineWebber / UBS Financial August 1999 - June 2003
Colgate Palmolive February 1997 - August 1999
Skills
Project Management, IT Service Management, Change Management, Microsoft Excel, ITIL, Disaster Recovery, Business Analysis, Linux, Enterprise Architecture, SDLC, IT Management, SharePoint, Data Center, IT Strategy, IT Operations, Solaris, Vendor Management, Servers, Troubleshooting, Unix, Requirements Analysis
Education
New Jersey City University 1994 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Bowie State University 1992 — 1993
Lord, Abbett & Co. LLC July 2014 - Present
UBS Global Asset Management September 2003 - June 2014
FINRA January 1997 - August 2003
Skills
FINRA, Securities, Series 7, Mutual Funds, Investment Management, Equities, Asset Management
Education
Boston University - School of Management 1988 — 1991
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 1982 — 1986
BA, BDIC
Boston Latin Academy 1976 — 1982
hs
Cetera Advisor Networks LLC February 2014 - Present
Edward Jones 2010 - January 2014
Allstate Financial Services July 2009 - October 2010
UBS Global Asset Management August 2008 - April 2010
Smith Barney January 2004 - August 2008
Hewlett-Packard June 1997 - December 2003
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Services, Finance, Fixed Annuities, Portfolio Management, Wealth, Nonprofits, Retirement, Mutual Funds, Series 7
Education
Consumnes River College 1999 — 2000
AA, Fire Science
MTI 1996 — 1997
MCSE, IT
California State University-Sacramento 1990 — 1995
BS, Criminal Justice
California State University-Sacramento 1990 — 1995
AA, Business
Virtus Investment Partners March 2014 - Present
UBS Global Asset Management September 1998 - March 2014
Morgan Stanley Investment Management September 1995 - September 1998
US Securities and Exchange Commission September 1989 - September 1995
Skills
Series 7 and 3, Due Diligence, Investments, Hedge Funds, Securities, Derivatives, Mutual Funds, Risk Assessment, Internal Audit, AML, Loans, Alternative Investments, Fixed Income, Equities, Asset Management, Project Planning, Bloomberg, Investment Management, Anti Money Laundering, Series 7, Valuation
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Finance & Economics
Barclays Wealth November 2008 - Present
Lehman Brothers 2002 - 2008
UBS Global Asset Management July 2001 - February 2002
Deutsche Bank June 1994 - June 2000
Financial Trading Systems 1985 - 1989
American Express 1983 - 1985
Skills
Fixed Income, Asset Managment, Investment Banking, Equities, Trading Systems, Asset Management, Derivatives, Capital Markets, Vendor Management, Financial Services, Management, Business Analysis, Market Data, SDLC, Portfolio Management, Risk Management
Education
City University of New York 1969 — 1975
B.A., Economics/Computer Science
Nuveen Investments April 2011 - Present
Global Asset Management April 2009 - March 2010
UBS Global Asset Management October 2007 - March 2009
UBS Global Asset Management July 2006 - October 2007
UBS Global Asset Management May 2005 - July 2006
UBS Wealth Management May 2004 - May 2005
UBS PaineWebber April 2001 - May 2004
Mutchler Pharmaceuticals Inc October 1999 - March 2001
Education
Bucknell University
B.S, Chemical Engineering
Advisors Asset Management, Inc. October 2009 - Present
Clearbrook Financial December 2005 - September 2009
UBS Global Asset Management January 2000 - December 2005
Skills
Series 7, Asset Management, Managed Accounts, Mutual Funds
Education
Boston College 1987 — 1991
BA, Economics
Fairfield Prep High School 1984 — 1987
Resource Real Estate November 2011 - Present
ADP Retirement Services May 2008 - December 2011
Fidelity Investments June 2003 - May 2008
UBS Global Asset Management July 2002 - July 2003
Skills
401k, Mutual Funds, Investments, Finance, Financial Advisory, Series 63, Series 7, Retirement Planning, Asset Allocation, Series 6, Wealth Management, Asset Management, Retirement, Alternative Investments, Securities, Financial Services, Investment Advisory, FINRA, Investment Strategies, Portfolio Management
Education
Bryant University 2005 — 2007
MBA, Business
Saint Anselm College 1996 — 2000
BA, Business
Boston University
Wellington Management August 2015 - Present
UBS Global Asset Management June 2014 - August 2014
Banco Santander October 2010 - June 2013
University of Illinois at Urbana-Champaign May 2008 - December 2008
Skills
VBA, C++, SQL, Market Risk, Portfolio Management, Matlab, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
MSCF/MBA Dual, Financial Mathematics
Universidade de São Paulo 2004 — 2009
Engineer's degree, Computer Engineering
University of Illinois at Urbana-Champaign 2007 — 2008
Computer Engineering
Invesco US July 2014 - Present
Performance Trust Capital Partners January 2013 - July 2014
Performance Trust Capital Partners April 2012 - December 2012
Guggenheim Partners January 2012 - April 2012
Guggenheim Funds Distributors, Inc January 2011 - December 2011
UBS Global Asset Management November 2008 - December 2010
State Street Bank and Trust Company September 2007 - November 2008
State Street Bank & Trust October 2006 - September 2007
Investor's Bank & Trust Company June 2005 - September 2006
Skills
Bloomberg, Fixed Income, Capital Markets, Mutual Funds, Financial Reporting, Investment Products, Securities, Financial Services, Microsoft Office, MorningStar Direct, Excel, ETFs, Financial Markets, Hedge Funds, Alternative Investments, Fund Accounting, Investments, PowerPoint, Word, Outlook, Zephyr StyleAdvisor, Lehman Point, GIMII, Barclays Capital LIve, Hedge Fund Strategies, Hedge Fund Due Diligence, Hedge Fund Portfolio..., Fund Of Funds, Offshore Funds, Master Limited..., Bloomberg Data License, Exchange Traded Notes, Eagle PACE
Education
Brandeis International Business School 2007 — 2009
Masters of Science, Finance
Muhlenberg College 2001 — 2005
Bachelors of Arts, Business Administration (Managarial Finance) and International Studies (Global Trade)
SIT: Switzerland 2004 — 2004
Metropolitan Farms December 2011 - Present
Sustainable Living LLC July 2009 - Present
Trudo Realty June 2012 - October 2012
HAS/HASCAP October 2010 - September 2011
ellaWrap 2009 - 2010
Centre for Social and Environmental Accounting Research April 2009 - October 2009
UBS Global Asset Management 2006 - 2006
United States Senate 2005 - 2005
Skills
Report Writing, Financial Modeling, Economics, Sustainability, Quantitative Analytics, Valuation, Analysis, Ethics, Stakeholder Engagement, Due Diligence, Research, Corporate Social..., Data Analysis, Financial Analysis, Policy Analysis, Entrepreneurship, Statistics, Business Strategy, Real Estate Development, Market Research, Market Analysis, Strategy, Start-ups, Mergers, Strategic Planning
Education
Chicago Botanic Garden
Midwest Gardening Certificate, Applied Horticulture/Horticulture Operations, General
University of Illinois at Chicago 2010 — 2012
MBA, Real Estate
University of St. Andrews 2007 — 2009
M.Litt., Finance/Management
Brandeis University 2003 — 2007
BA, Politics, Economics, Globalization, Classics
Eckman Wealth Management LLC. January 2012 - Present
FFEC 2007 - February 2012
UBS Global Asset Management October 1999 - May 2007
Education
Arizona State University, W. P. Carey School of Business
HSBC August 2010 - Present
UBS Global Asset Management July 2006 - August 2010
Washington Mutual Bank 2004 - 2006
Skills
Accounting, Strategic Financial..., Financial Accounting, Financial Modeling, SEC filings, Financial Analysis, Financial Reporting, Internal Controls, Asset Management, Corporate Finance, Sarbanes-Oxley Act, GAAP, Auditing, US GAAP, Finance, Cash Management
Education
Brigham Young University 1989 — 1996
Masters, Accounting
UBS Global Asset Management April 2001 - April 2006
Bear Stearns January 1998 - February 2001
Education
City University of New York-Hunter College 1988 — 1992
BS, A
Nomura Securities November 2009 - Present
Goldman Sachs Asset Management June 2007 - May 2009
UBS Global Asset Management October 2006 - May 2007
Amaranth January 2005 - October 2006
King and Spalding September 2000 - January 2005
Skills
Equities, Capital Markets, Private Equity, Derivatives, Valuation, Fixed Income, Financial Modeling
Education
The University of Connecticut School of Law 1997 — 2000
JD, Law
Lehigh University - College of Business and Economics 1992 — 1996
B.S., Finance
Choate Rosemary Hall 1988 — 1992
UBS Global Asset Management September 2001 - Present
Van Kampen Investments December 1991 - September 2001
Skills
Wealth Management, Securities, Institutional Investors, Buy-side, Capital Markets, Wealth Management..., Equities, Fixed Income, Financial Services, Financial Markets, Separately Managed..., High Net Worth..., Institutional..., Retirement Planning, Wealth, Relationship Management, Asset Management, Private Banking, Series 7, Series 63, Financial Advisory, Bonds, Retirement, Investor Relations, Strategic Financial..., 401k, Financial Analysis, Valuation, Investments, Alternative Investments, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Chestnut Hill College 1983 — 1987
BA, Political Science
UBS Global Asset Management 2010 - Present
Deephaven Capital Management January 2007 - March 2009
Principal Global Investors 2003 - 2007
AEGON USA Investment Management 2001 - 2003
The Chase Manhattan Bank 1997 - 2000
Skills
Fixed Income, Emerging Markets, Portfolio Management, Bloomberg, Economics, Financial Analysis, Alternative Investments, Global Macro
Education
Columbia University - School of International and Public Affairs 1995 — 1997
MA
Carleton College
BA, Mathematics
The Brearley School
North Valley Advisors 2012 - 2013
UBS Global Asset Management 2006 - 2010
Education
Barnard College
AB, Computing Science
Columbia University in the City of New York
New York University - Leonard N. Stern School of Business
MBA, Finance
Morgan Stanley 2009 - Present
UBS Global Asset Management 1993 - 2009
Skills
Portfolio Management, Series 7, Wealth Management
Education
Babson College
MBA, Finance
Boston College
BA, Economics
CFA Institute
Chartered Financial Analyst
UBS Global Asset Management September 2003 - Present
UBS Global Asset Management September 2003 - Present
Skills
Mutual Funds, Investments, Portfolio Management, Securities, Account Reconciliation, Fund Administration, Bloomberg, Derivatives, Financial Services, Asset Management, Financial Analysis, Financial Modeling, Accounting, Fund Accounting, Microsoft Excel, Hedge Funds, Fund Of Funds, Process Improvement, Separately Managed..., Back Office, Valuation, Asset Allocation, Equities, Fixed Income, Alternative Investments, Internal Audit, Investment Management, Cash Management, Finance, Outlook, Funding, Reporting & Analysis, Microsoft Office
Education
Keller Graduate School of Management of DeVry University 2004 — 2007
MBA
Clark Atlanta University 1993 — 1997
BA
Clark Atlanta University 1993 — 1997
BA
UBS Global Asset Management Associate Director AccountingUBS Global Asset ManagementApril 1999 - October 2005
CIGNA 1994 - April 1999
CIGNA February 1992 - 1995
Ernst & Young July 1988 - February 1992
Education
Central Connecticut State University 1985 — 1988
BS, Accounting
Marks Paneth & Shron 2008 - Present
UBS Global Asset Management 2006 - 2008
AXA Equitable 1998 - 2006
Education
City University of New York-Brooklyn College
BS, Health Science
UBS Global Asset Management July 2004 - Present
UBS Realty Investors LLC July 1996 - June 2004
Education
Boston University School of Law 1981 — 1984
JD
Harvard University 1975 — 1979
AB, History
UBS Global Asset Management January 2013 - Present
UBS Global Asset Management April 2007 - December 2012
Deutsche Bank 2005 - 2007
MetLife 2003 - 2005
AllianceBernstein 1999 - 2003
Skills
Asset Managment, Hedge Funds, Asset Allocation, Mutual Funds, Equities, Investments, Series 7, Fixed Income, Portfolio Management, Bloomberg, Alternative Investments, Investment Management, Derivatives, Investment Strategies, Valuation, Securities, Asset Management, Fund Accounting, ETFs, Wealth Management, Fund Of Funds, Trading, Structured Products, Series 63, Equity Research, Financial Services, Emerging Markets, Financial Modeling, Corporate Finance, Hedging, Trading Systems, Equity Derivatives, Financial Advisory, Uniform Combined State..., FINRA, Financial Markets, FX Options, Capital Markets, Investment Banking, Investment Advisory, Separately Managed..., Options
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
MBA, Finance and Managment
Bloomsburg University of Pennsylvania 1994 — 1998
bachelors, finance
Artisan Partners June 2015 - Present
UBS Global Asset Management June 2014 - May 2015
Balyasny Asset Management L.P. October 2013 - May 2014
Hamlin Capital Management 2011 - 2013
Skills
Hedge Funds, Equity Research, Financial Modeling, Equities, Mutual Funds, Valuation
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Quantitative Finance
Bowdoin College 2006 — 2010
B.A., Economics and Biology
UBS Global Asset Management November 2000 - August 2009
Education
Binghamton University - School of Management 1994 — 1998
Bachelor of Science, Accounting
AMP Capital September 2012 - Present
UBS Global Asset Management September 2001 - August 2012
UBS Global Asset Management 1991 - 2001
Skills
Portfolio Management
Education
Benedictine University 1985 — 1987
MBA, Finance
Valparaiso University 1981 — 1984
BS, Business Administration, Minor - Info Systems
Mirae Asset Global Investments (USA) LLC October 2010 - Present
MFS Investment Management, Inc October 2005 - November 2010
Asia Field Seminar May 2008 - June 2008
MFS Investment Management November 2005 - February 2006
UBS Global Asset Management November 2003 - December 2005
Skills
Emerging Markets, Analysis, Financial Analysis, Research, Asset Allocation, Client Service, Public Speaking, Equities, Mutual Funds
Education
Boston University - School of Management 2007 — 2010
MBA, Finance
Union College 1998 — 2002
BA, Economics/Spanish
Fordham Prep
Marion Stamps Youth Initiative September 2004 - Present
Official Chicago Sky May 2013 - Present
Delta Sigma Theta Sorority, Inc. 2012 - Present
Chicago Public Schools September 1995 - June 2007
Morgan Stanley July 2003 - September 2004
UBS Global Asset Management September 1999 - December 2001
Skills
Public Speaking, Program Management, Community Outreach, Non-profits, Fundraising, Project Management, Process Improvement, Nonprofits, Microsoft Excel, PowerPoint, Strategic Planning, Customer Service, Leadership Development, Team Building, Management, Event Planning, Leadership, Teaching, Organizational..., Program Development, Outlook, Staff Development, Training, Policy, Volunteer Management, Grants, Recruiting, Coaching, Administration, Proposal Writing, Research, Grant Writing, Program Evaluation, Entrepreneurship, Workshop Facilitation, Social Networking, Healthcare, Analysis, Marketing, Budgets, Change Management, Team Leadership, Public Relations, Conflict Resolution, Event Management, Higher Education, Government, Community Development, Social Media, Editing
Education
American College of Education 2013 — 2014
Masters of Education, Educational/Instructional Technology
DePaul University 1993 — 1995
BS, Business Administration
Fiserv April 2013 - Present
UBS Global Asset Management 2013 - 2015
UBS Global Asset Management 2013 - 2015
Sonata Software February 2008 - April 2013
Symphony services March 2005 - March 2006
Skills
Requirements Analysis, UML, Requirements Gathering, Visio, XML, SQL, C++, C, Oracle Pro*C, Unix, Shell Scripting, Informix 4GL, Agile Methodologies, SDLC
Education
Bangalore University 1997 — 2001
Bachelor of Engineering (B.E.), Electronics and Telecommunication
UBS Realty Investors October 2007 - Present
UBS Global Asset Management April 1995 - October 2007
Skills
Commercial Real Estate, Financial Analysis, Investor Relations, Marketing Strategy, Asset Management, Investments, Alternative Investments, Real Estate
Education
Central Connecticut State University 1981 — 1985
B.S, Accounting
UBS Global Asset Management April 2015 - Present
AMG Funds April 2012 - December 2014
AMG Funds July 2009 - April 2012
AMG Funds June 2007 - June 2009
Skills
Mutual Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Investments, Financial Services, Securities, Portfolio Management
Education
Bentley University 2003 — 2007
Bachelor, Corporate Finance and Accounting
UBS Global Asset Management 2005 - Present
Education
Boston College 1997 — 2001
Northwestern University
DS Investments February 2013 - Present
AMP Capital September 2012 - January 2013
UBS Global Asset Management May 1988 - August 2012
Brinson Partners September 1991 - September 2001
Skills
Asset Managment, Credit, Hedge Funds, Fixed Income, Asset Management, Portfolio Management, Equities, Alternative Investments, Investments, Asset Allocation, Investment Strategies, Capital Markets, Derivatives, Mutual Funds, High Yield, Private Equity, Equity Derivatives, Trading Systems, Structured Products, Credit Analysis
Education
Benedictine University 1985 — 1987
MBA, Finance
Valparaiso University 1981 — 1984
BS, Business Administration, Minor in Information Systems
AlertDriving September 2014 - July 2015
CIBC September 2013 - December 2013
Ontario Teachers' Pension Plan September 2012 - December 2012
Validus Research January 2012 - April 2012
UBS Global Asset Management January 2011 - April 2011
Skills
VBA, Microsoft Excel, Financial Modeling, Python, Statistics, Data Analysis, MS SQL, Insurance, Risk Management
Education
Carnegie Mellon University 2015 — 2016
Master’s Degree, Computational Finance
University of Waterloo 2009 — 2014
Bachelor’s Degree, Mathematics
Wilfrid Laurier University 2009 — 2014
Bachelor’s Degree, Business Administration
Barnabas Foundation September 2000 - Present
UBS Global Asset Management October 1989 - January 2000
Brinson Partners October 1989 - January 2000
KPMG US August 1981 - September 1989
Skills
Financial Analysis, Strategic Planning, Non-profits, Fundraising, Alternative Investments, Philanthropy, Annual Giving, Non-profit..., Program Development, Stewardship, Volunteer Management, Board Development, Microsoft Office, Customer Service, Management Consulting, Planned Giving, Higher Education, Staff Development, Project Management, Community Outreach, Leadership Development, Public Relations, Nonprofits
Education
Trinity Christian College 1979 — 1981
BS, Accounting
Calvin College 1977 — 1979
Stout Risius Ross January 2012 - February 2013
Valuation Services, Inc. August 2006 - August 2010
UBS Global Asset Management May 2002 - July 2003
Citigroup Asset Management April 2001 - May 2002
Morgan Stanley September 1999 - January 2001
Education
American University 2004 — 2006
MA, International Affairs
American University - Kogod School of Business 2004 — 2006
MBA, Finance
Tufts University 1995 — 1999
BA, International Relations
Scarborough High School 1991 — 1995
HS Diploma
UBS Global Asset Management September 2015 - Present
JOHN MORGAN PHOTOGRAPHY April 2008 - Present
Skills
Hospitality, Restaurant Management, Inventory Management, Restaurants, Menu Development, Event Planning, Marketing, Food & Beverage, Event Management, Customer Service, Hospitality Industry, Food, Diversity Training, Food Service, Microsoft Excel, PowerPoint, Promotions, Cross-Cultural Training, Management, Time Management, Microsoft Word, Outlook, Financial Analysis, Bookkeeping
Education
Eckerd College 2012 — 2013
Bachelor of Arts (BA)
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Feed the Gap, Inc., (feedthegap.org) May 2012 - Present
LECG 2005 - 2007
UBS Global Asset Management 2003 - 2005
Glass Construction 1997 - 2003
Public Employees Retirement System of Idaho 1995 - 1997
Merrill Lynch 1991 - 1997
Skills
Strategic Planning, Mergers, Business Strategy, Start-ups, Financial Analysis, Management, Mergers & Acquisitions, Strategy, Securities, Marketing, Program Management, Fundraising, Nonprofits, Entrepreneurship, Analysis, Leadership
Education
Boise State University
Bachelor of Arts (B.A.), Elementary Education and Teaching
NASD, NYSE, SEC, MSRB Licenses
Series 7; Series 63; Series 66; Multi-State Life and Health Insurance License
Medtronic July 2015 - Present
Covidien December 2012 - July 2015
Covidien March 2012 - December 2012
Covidien April 2011 - March 2012
Covidien June 2008 - April 2011
UBS Global Asset Management June 2006 - August 2007
Education
Boston University Graduate School of Management 2011 — 2014
MBA
University of Michigan 2011 — 2011
Lean Manufacturing Certificate
Wheaton College (MA) 2004 — 2008
BA, Mathematics, Political Science, Secondary Education
Bromfield
UBS Global Asset Management February 1982 - Present
Skills
Equities, Asset Management, Investments, Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Trading, Portfolio Management, Derivatives, Mutual Funds
Education
City University of New York-Brooklyn College
PNC Capital Advisors, LLC January 2015 - Present
UBS Global Asset Management June 2010 - January 2015
Northern Trust Asset Management September 2005 - June 2010
SEI Investments, Inc January 2000 - August 2005
Skills
Mutual Funds, Liquid Alternatives,..., Strategic Marketing, Management, Business Strategy, New Business Development, Asset Allocation, Sales Presentations, Writing, Active Equity, Quantitative Management, Indexing, ETFs, Tactical Asset..., Risk Management, Risk Analytics, Financial Modeling, Fixed Income, RIA, Wealth Management, Institutional, Relationship Management, Hedge Funds, Portfolio Management, Equities, Liquid Alternatives, Smart Beta
Education
Arizona State University 1994 — 1996
Bachelor of Science (B.S.), Finance, 3.5
Columbia Management October 2001 - Present
Columbia Management October 2001 - Present
Columbia Management January 2001 - Present
UBS Global Asset Management January 1999 - January 2001
Key Asset Management January 1996 - January 1998
The Chase Manhattan Bank January 1995 - January 1996
Bear Stearns Fiduciary Services January 1991 - January 1995
Segal Advisors, Inc January 1985 - January 1991
John Hancock Mutual Life January 1982 - January 1985
Education
Clark University 1977 — 1981
BA, Economics
Clark University
B.A, Economics
UBS Global Asset Management September 2014 - Present
UBS Global Asset Management December 2013 - June 2014
UBS Global Asset Management 1997 - 2006
Arthur Andersen 1992 - 1997
Skills
Account Reconciliation, Accounting, Financial Analysis, Microsoft Excel, Participating..., Document Review, Financial Reporting, Financial Modeling, Commercial Real Estate, Real Estate Transactions, Auditing, Internal Controls
Education
Bryant College 1988 — 1992
Bachelor of Business Administration (BBA), Accounting, Dean's list
UBS Global Asset Management 1986 - Present
W.R. Grace September 1985 - June 1986
Coopers & Lybrand August 1983 - July 1985
Skills
Money Markets, Asset Backed Commercial..., Money Market, Capital Markets, Fixed Income, Asset Management, Derivatives, Bonds, Structured Products, Hedge Funds, Bloomberg, Alternative Investments, Portfolio Management
Education
Boston College 1979 — 1983
BS, Accounting
West Islip High School 1975 — 1979
UBS Global Asset Management June 2013 - September 2013
Nike June 2012 - July 2012
Skills
Research, Stata, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Data Analysis, Economics, Social Media, Financial Modeling, Microsoft Word
Education
Brown University 2011 — 2015
Bachelor's Degree, Economics-Philosophy
UCL 2013 — 2013
Semester Abroad
Cambridge University 2007 — 2007
Summer School
RBC Global Asset Management (U.S.) Inc. July 2015 - Present
Mercer Investments June 2014 - June 2015
Mercer May 2013 - August 2013
UBS Global Asset Management June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
Northwestern University 2011 — 2013
Bachelor of Arts (BA)
Beijing Foreign Studies University 2012 — 2012
United States Military Academy at West Point 2010 — 2011
Bachelor of Arts (BA)
UBS Global Asset Management January 2015 - Present
Skills
Financial Reporting, Finance, Accounting, Internal Controls, Auditing, Internal Audit, Financial Statements, Accounts Payable, Variance Analysis, Accounts Receivable, GAAP, US GAAP, Analysis, Investments, Tax, IFRS, LUX GAAP, Portfolio Management, Private Equity, Due Diligence, Equities
Education
National Association of State Boards of Accountancy 2010 — 2011
Certified Public Accountant, Accounting, Passed
Philadelphia University 2004 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance, 3.69
Mumbai University 2001 — 2003
Masters of Commerce, Accounting, 3.60
Mumbai University 1999 — 2001
Bachelor of Commerce (B.Com.), Accounting, 3.74
New York Life Investment Mgmt August 2015 - Present
UBS Global Asset Management August 2013 - August 2015
AIG January 2008 - May 2013
BNY Mellon February 2006 - August 2007
Skills
Reference Data, Bloomberg, Databases, VBA, Microsoft Office, Microsoft Excel, Access, PAM for Securities, Bloomberg Terminal, Bloomberg Data License, Confluence, Lipper, ODBC, SQL, Master Data Management, Annual Reports, Prospectus, Reporting & Analysis, Data Analysis, Data Migration, Data Quality, Crystal Reports
Education
City University of New York-Hunter College 2003 — 2005
Bachelor's degree, Economics
Stony Brook University 1999 — 2003
Computer Science, Business
UBS Global Asset Management 1992 - Present
UBS Global Asset Management 2012 - 2015
Skills
Asset Management, Fixed Income, Equities
Education
Carroll University
Bachelor’s Degree, Business Administration and Management, General