UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Employee
Years
Job
Industry
Grant Ingersoll Grant Ingersoll's UBS Experience 1999 - 1999
Job President
Industry Hospital & Health Care
Experience
Integrated Oncology Network February 2009 - Present
Vantage Oncology March 2008 - February 2009
OnCURE November 2006 - February 2008
Microsoft May 2003 - August 2005
NerveWire 2000 - 2003
UBS 1999 - 1999
White House 1998 - 1998
Skills
Mergers, Strategic Planning, Cross-functional Team..., Financial Modeling, Process Improvement, Healthcare, Business Strategy, Executive Management, Healthcare Information..., Start-ups, Management Consulting, Due Diligence, Business Development, Financial Analysis, Entrepreneurship, Mergers & Acquisitions, Budgets, Management, Project Management, Business Planning, Hospitals, Product Development, Acquisition Integration, Business Process..., Team Building, Team Leadership, Finance, Strategic Partnerships, Managerial Finance, Strategic Financial..., Operations Management, Leadership, P&L Management, Medical Devices, Oncology, Contract Negotiation, Program Management, Corporate Development, Change Management, Product Management, Strategy, New Business Development, Valuation, Market Research, Corporate Finance, Private Equity, Consulting, Competitive Analysis
Education
University of Southern California - Marshall School of Business 2005 — 2006
MBA
Brigham Young University 1993 — 1999
BS, Finance
Torrey Pines High School 1990 — 1993
Integrated Oncology Network February 2009 - Present
Vantage Oncology March 2008 - February 2009
OnCURE November 2006 - February 2008
Microsoft May 2003 - August 2005
NerveWire 2000 - 2003
UBS 1999 - 1999
White House 1998 - 1998
Skills
Mergers, Strategic Planning, Cross-functional Team..., Financial Modeling, Process Improvement, Healthcare, Business Strategy, Executive Management, Healthcare Information..., Start-ups, Management Consulting, Due Diligence, Business Development, Financial Analysis, Entrepreneurship, Mergers & Acquisitions, Budgets, Management, Project Management, Business Planning, Hospitals, Product Development, Acquisition Integration, Business Process..., Team Building, Team Leadership, Finance, Strategic Partnerships, Managerial Finance, Strategic Financial..., Operations Management, Leadership, P&L Management, Medical Devices, Oncology, Contract Negotiation, Program Management, Corporate Development, Change Management, Product Management, Strategy, New Business Development, Valuation, Market Research, Corporate Finance, Private Equity, Consulting, Competitive Analysis
Education
University of Southern California - Marshall School of Business 2005 — 2006
MBA
Brigham Young University 1993 — 1999
BS, Finance
Torrey Pines High School 1990 — 1993
Neyder Brito Neyder Brito's UBS Experience November 2009 - Present
Job Experienced Associate in Banking Operations/ New Accounts Specialist
Industry Financial Services
Experience
UBS November 2009 - Present
UBS February 2006 - November 2009
Skills
Management, Banking, Call Centers, Strategy, Six Sigma, Project Management, Business Analysis, Microsoft Office, Team Leadership, PeopleSoft, Finance, Financial Services, Oracle Applications, Minitab, Citrix, Cvent, Microsoft Excel, Procurement, Time Management, Analysis, Customer Service, Financial Risk, Financial Analysis, Investment Banking, Event Planning, Corporate Events
Education
Montclair State University 2010 — 2015
International Business/Finance, International Business
Brookdale Community College 1994 — 1995
UBS November 2009 - Present
UBS February 2006 - November 2009
Skills
Management, Banking, Call Centers, Strategy, Six Sigma, Project Management, Business Analysis, Microsoft Office, Team Leadership, PeopleSoft, Finance, Financial Services, Oracle Applications, Minitab, Citrix, Cvent, Microsoft Excel, Procurement, Time Management, Analysis, Customer Service, Financial Risk, Financial Analysis, Investment Banking, Event Planning, Corporate Events
Education
Montclair State University 2010 — 2015
International Business/Finance, International Business
Brookdale Community College 1994 — 1995
Matthew Engler Matthew Engler's UBS Experience July 2004 - June 2008
Job Director at Barclays
Industry Financial Services
Experience
Barclays January 2015 - Present
City Securities September 2013 - January 2015
Meridian Investments January 2012 - September 2013
Unum 2009 - January 2012
UBS July 2004 - June 2008
Industrial Economics 2000 - 2002
Nativity Preparatory School (Boston) 1998 - 2000
Skills
Due Diligence, Valuation, Investments, Financial Structuring, Finance, Affordable Housing, Business Strategy, Financial Modeling, Renewable Energy, LIHTC, Bonds, Financial Analysis, Real Estate Economics
Education
Yale University - Yale School of Management 2002 — 2004
M.B.A.
Tufts University 2001 — 2002
M.A., Economics
Bowdoin College 1994 — 1998
B.A., Physics
Roxbury Latin 1988 — 1994
Barclays January 2015 - Present
City Securities September 2013 - January 2015
Meridian Investments January 2012 - September 2013
Unum 2009 - January 2012
UBS July 2004 - June 2008
Industrial Economics 2000 - 2002
Nativity Preparatory School (Boston) 1998 - 2000
Skills
Due Diligence, Valuation, Investments, Financial Structuring, Finance, Affordable Housing, Business Strategy, Financial Modeling, Renewable Energy, LIHTC, Bonds, Financial Analysis, Real Estate Economics
Education
Yale University - Yale School of Management 2002 — 2004
M.B.A.
Tufts University 2001 — 2002
M.A., Economics
Bowdoin College 1994 — 1998
B.A., Physics
Roxbury Latin 1988 — 1994
Andrea Honig Andrea Honig's UBS Experience June 2012 - August 2012
Job Proprietor of A Novel Notion
Industry Accounting
Experience
Susan Honig CPA January 2014 - Present
A Novel Notion January 2012 - Present
Susan Honig CPA September 2006 - Present
Brandeis University January 2012 - May 2013
Brandeis University February 2010 - May 2013
UBS June 2012 - August 2012
Skills
Public Speaking, Teamwork, English, Customer Service, Microsoft Office, Social Media, Microsoft Excel, Research, PowerPoint, Microsoft Word, HTML, Photoshop, Editing, Blogging, Data Analysis, Leadership
Education
Washington State University 2014 — 2018
Doctor of Philosophy (PhD) Candidate, Accounting
City University of New York-Herbert H. Lehman College 2013 — 2013
Brandeis University 2009 — 2013
Bachelor's degree, Economics, History
Edinburgh University
Social and Economic History
Susan Honig CPA January 2014 - Present
A Novel Notion January 2012 - Present
Susan Honig CPA September 2006 - Present
Brandeis University January 2012 - May 2013
Brandeis University February 2010 - May 2013
UBS June 2012 - August 2012
Skills
Public Speaking, Teamwork, English, Customer Service, Microsoft Office, Social Media, Microsoft Excel, Research, PowerPoint, Microsoft Word, HTML, Photoshop, Editing, Blogging, Data Analysis, Leadership
Education
Washington State University 2014 — 2018
Doctor of Philosophy (PhD) Candidate, Accounting
City University of New York-Herbert H. Lehman College 2013 — 2013
Brandeis University 2009 — 2013
Bachelor's degree, Economics, History
Edinburgh University
Social and Economic History
Tyler Adams's UBS Experience June 2008 - August 2008
Job CoFounder at 2Truths and a Lie
Industry Management Consulting
Experience
2Truths and a Lie April 2015 - Present
Tayamo February 2015 - Present
HORSE July 2014 - July 2015
GEP Worldwide January 2013 - June 2014
GEP Worldwide December 2011 - December 2012
GEP Worldwide September 2010 - December 2011
CROSSMARK January 2009 - March 2009
UBS June 2008 - August 2008
Marquis Wealth Management Group May 2008 - August 2008
Eyeland Telemedia and Florida Mass Media May 2007 - August 2007
Skills
Contract Negotiation, Consulting, Procurement, Sourcing, Proposal Writing, Market Research, Marketing Strategy
Education
Boston University - School of Management
BSBA, Bachelor of Science in Business Administration, Dual-Concentration: Operations & Technology Management and Finance
University of Sydney
Operations & Technology Management and Finance
2Truths and a Lie April 2015 - Present
Tayamo February 2015 - Present
HORSE July 2014 - July 2015
GEP Worldwide January 2013 - June 2014
GEP Worldwide December 2011 - December 2012
GEP Worldwide September 2010 - December 2011
CROSSMARK January 2009 - March 2009
UBS June 2008 - August 2008
Marquis Wealth Management Group May 2008 - August 2008
Eyeland Telemedia and Florida Mass Media May 2007 - August 2007
Skills
Contract Negotiation, Consulting, Procurement, Sourcing, Proposal Writing, Market Research, Marketing Strategy
Education
Boston University - School of Management
BSBA, Bachelor of Science in Business Administration, Dual-Concentration: Operations & Technology Management and Finance
University of Sydney
Operations & Technology Management and Finance
Steve Dickstein's UBS Experience March 1999 - May 2000
Job Solutions Architect at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation January 2015 - Present
E*TRADE Financial Corporation November 2011 - January 2015
BNY Mellon March 2008 - February 2012
Bank Of New York Mellon September 2005 - January 2008
UBS Wealth Management October 2003 - September 2005
UBS Wealth Management March 2001 - October 2003
Fleet Securities September 2000 - March 2001
UBS March 1999 - May 2000
Skills
Customer Relations, Equities, Access, Budgeting, Negotiation
Education
Brandeis University 1986 — 1990
E*TRADE Financial Corporation January 2015 - Present
E*TRADE Financial Corporation November 2011 - January 2015
BNY Mellon March 2008 - February 2012
Bank Of New York Mellon September 2005 - January 2008
UBS Wealth Management October 2003 - September 2005
UBS Wealth Management March 2001 - October 2003
Fleet Securities September 2000 - March 2001
UBS March 1999 - May 2000
Skills
Customer Relations, Equities, Access, Budgeting, Negotiation
Education
Brandeis University 1986 — 1990
Vance Whitby, CFP's UBS Experience November 2007 - Present
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS November 2007 - Present
Merrill Lynch August 2000 - November 2007
Education
The George Washington University 1998 — 2000
Master's Degree, International Business
BYU 1992 — 1996
Bachelor's Degree, International Relations
UBS November 2007 - Present
Merrill Lynch August 2000 - November 2007
Education
The George Washington University 1998 — 2000
Master's Degree, International Business
BYU 1992 — 1996
Bachelor's Degree, International Relations
Tracey Shiu's UBS Experience January 2009 - May 2009
Job Customer Experience Specialist at Casper
Industry Insurance
Experience
Casper March 2015 - Present
Options for College, Inc. June 2014 - February 2015
In This Together Media March 2014 - June 2014
TitleVest July 2013 - March 2014
Bowdoin College June 2011 - December 2011
Coffin School October 2010 - December 2011
Bowdoin College Dining Services September 2009 - December 2011
David J. Louie Insurance May 2010 - August 2010
UBS January 2009 - May 2009
Smith Barney September 2008 - December 2008
Skills
Microsoft Excel, Writing, Editing, Customer Service, Time Management, Research, Training
Education
Bowdoin College 2009 — 2013
Hunter College High School 2003 — 2009
Hunter College High School
Bowdoin College
Bachelor of Arts, Economics and Psychology, Minor in Chinese
Casper March 2015 - Present
Options for College, Inc. June 2014 - February 2015
In This Together Media March 2014 - June 2014
TitleVest July 2013 - March 2014
Bowdoin College June 2011 - December 2011
Coffin School October 2010 - December 2011
Bowdoin College Dining Services September 2009 - December 2011
David J. Louie Insurance May 2010 - August 2010
UBS January 2009 - May 2009
Smith Barney September 2008 - December 2008
Skills
Microsoft Excel, Writing, Editing, Customer Service, Time Management, Research, Training
Education
Bowdoin College 2009 — 2013
Hunter College High School 2003 — 2009
Hunter College High School
Bowdoin College
Bachelor of Arts, Economics and Psychology, Minor in Chinese
Daniel Pino Daniel Pino's UBS Experience 2015 - Present
Job Associate at UBS
Industry Financial Services
Experience
UBS 2015 - Present
RBS Markets and International Banking July 2012 - December 2014
S&P Capital IQ June 2011 - August 2011
MTC January 2010 - July 2011
MTC October 2006 - January 2010
MTC May 2007 - August 2007
The Church of Jesus Christ of Latter-day Saints - Human Resources June 2004 - July 2006
Skills
Spanish, Training, Management, Financial Analysis, Microsoft Office, Team Leadership, Strategy, Visio, SQL, Portuguese, Data Analysis, Java, Time Management, Leadership, MS Project, Access, Research, Teamwork, PowerPoint, Finance, PHP, Linux, Bloomberg Terminal, Translation, Oracle SQL, Language Teaching, Zenoss, Virtualization, Financial Modeling, Analysis, Public Speaking
Education
Brigham Young University 2006 — 2012
BS Information Technology, Business Management
UBS 2015 - Present
RBS Markets and International Banking July 2012 - December 2014
S&P Capital IQ June 2011 - August 2011
MTC January 2010 - July 2011
MTC October 2006 - January 2010
MTC May 2007 - August 2007
The Church of Jesus Christ of Latter-day Saints - Human Resources June 2004 - July 2006
Skills
Spanish, Training, Management, Financial Analysis, Microsoft Office, Team Leadership, Strategy, Visio, SQL, Portuguese, Data Analysis, Java, Time Management, Leadership, MS Project, Access, Research, Teamwork, PowerPoint, Finance, PHP, Linux, Bloomberg Terminal, Translation, Oracle SQL, Language Teaching, Zenoss, Virtualization, Financial Modeling, Analysis, Public Speaking
Education
Brigham Young University 2006 — 2012
BS Information Technology, Business Management
Jeremy Samide's UBS Experience July 1998 - May 1999
Job Cyber Security Subject Matter Expert
Industry Computer & Network Security
Experience
PER July 2015 - Present
E-merging Technologies Group, Inc. June 1999 - June 2015
UBS July 1998 - May 1999
Computer Associates January 1997 - June 1998
The Lubrizol Corporation January 1996 - August 1996
Skills
Security, Networking, Business Process, Program Management, Professional Services, Strategy, Training, Information Security, Information Technology, Computer Security, Federal Government..., Entrepreneurship, Information Assurance, Intelligence, Business, Forensic Analysis, IT Management, Security Management, Penetration Testing, Security+, Security Audits, CISSP, Application Security, Data Security, Firewalls, Computer Forensics, CEH, Information Security..., Intrusion Detection, PCI DSS, Encryption
Education
Bowling Green State University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
PER July 2015 - Present
E-merging Technologies Group, Inc. June 1999 - June 2015
UBS July 1998 - May 1999
Computer Associates January 1997 - June 1998
The Lubrizol Corporation January 1996 - August 1996
Skills
Security, Networking, Business Process, Program Management, Professional Services, Strategy, Training, Information Security, Information Technology, Computer Security, Federal Government..., Entrepreneurship, Information Assurance, Intelligence, Business, Forensic Analysis, IT Management, Security Management, Penetration Testing, Security+, Security Audits, CISSP, Application Security, Data Security, Firewalls, Computer Forensics, CEH, Information Security..., Intrusion Detection, PCI DSS, Encryption
Education
Bowling Green State University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Lauren O'Neill's UBS Experience October 2013 - Present
Job Wealth Strategy Associate Findley Wise Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS October 2013 - Present
SMG Worldwide Entertainment & Convention Venue Management September 2009 - September 2013
Cumulus Media, Inc. June 2008 - September 2009
Skills
Marketing, Social Media Marketing, Marketing Communications, Social Media, Sales, Strategy, Sales Management, Event Planning
Education
Bowling Green State University 2004 — 2008
Bachelor of Arts (BA), Marketing and Communications
UBS October 2013 - Present
SMG Worldwide Entertainment & Convention Venue Management September 2009 - September 2013
Cumulus Media, Inc. June 2008 - September 2009
Skills
Marketing, Social Media Marketing, Marketing Communications, Social Media, Sales, Strategy, Sales Management, Event Planning
Education
Bowling Green State University 2004 — 2008
Bachelor of Arts (BA), Marketing and Communications
Therisa Jing's UBS Experience July 2007 - June 2009
Job MBA Candidate Class of 2016 at BYU
Industry Financial Services
Experience
Brigham Young University August 2014 - Present
Valerus May 2015 - August 2015
Standard Chartered Bank September 2012 - March 2013
UBS July 2007 - June 2009
Bank of Tokyo-Mitsubishi UFJ July 2004 - July 2007
Skills
Capital Markets, Investment Banking, Structured Finance, Corporate Finance, Private Equity, Derivatives, Banking, Bloomberg, Financial Analysis, Project Management, Portfolio Management, Analysis, Data Analysis
Education
Brigham Young University 2014 — 2016
Master of Business Administration (M.B.A.)
Nankai University 2001 — 2004
Master's Degree, International Economics
***
Brigham Young University August 2014 - Present
Valerus May 2015 - August 2015
Standard Chartered Bank September 2012 - March 2013
UBS July 2007 - June 2009
Bank of Tokyo-Mitsubishi UFJ July 2004 - July 2007
Skills
Capital Markets, Investment Banking, Structured Finance, Corporate Finance, Private Equity, Derivatives, Banking, Bloomberg, Financial Analysis, Project Management, Portfolio Management, Analysis, Data Analysis
Education
Brigham Young University 2014 — 2016
Master of Business Administration (M.B.A.)
Nankai University 2001 — 2004
Master's Degree, International Economics
***
Julian Johnson Julian Johnson's UBS Experience August 2004 - November 2005
Job Bilingual Spanish Internet Sales at Four Seasons General Merchandise
Industry Wholesale
Experience
Four Seasons General Merchandise July 2012 - Present
HSBC 2009 - 2011
Citi December 2005 - November 2009
UBS August 2004 - November 2005
City of Lunenburg Massachusetts September 2002 - July 2004
City of Framingham Massachusetts August 2001 - July 2002
Skills
Merchandising, Retail, New Business Development, Sales, Inventory Management, Negotiation, Marketing, Product Development, Marketing Strategy, Customer Service, Strategic Planning, E-commerce, Social Media, Microsoft Excel, SEO, Microsoft Office, Advertising, Sales Management, International Sales, Social Networking, Web Content, Content Writing, Multimedia, Video Production, Soundtrack, MP3, Jingles, International Shipping, Shipping
Education
University of Massachusetts Boston 1998 — 2000
BA, Spanish Language Teacher Education
Universidad de Salamanca 1998 — 1998
Advanced Translation Certificate, Spanish Language and Literature
Universidad de Buenos Aires 1996 — 1997
Spanish Language Certificate, Spanish Language and Literature
Bowling Green State University 1987 — 1989
Four Seasons General Merchandise July 2012 - Present
HSBC 2009 - 2011
Citi December 2005 - November 2009
UBS August 2004 - November 2005
City of Lunenburg Massachusetts September 2002 - July 2004
City of Framingham Massachusetts August 2001 - July 2002
Skills
Merchandising, Retail, New Business Development, Sales, Inventory Management, Negotiation, Marketing, Product Development, Marketing Strategy, Customer Service, Strategic Planning, E-commerce, Social Media, Microsoft Excel, SEO, Microsoft Office, Advertising, Sales Management, International Sales, Social Networking, Web Content, Content Writing, Multimedia, Video Production, Soundtrack, MP3, Jingles, International Shipping, Shipping
Education
University of Massachusetts Boston 1998 — 2000
BA, Spanish Language Teacher Education
Universidad de Salamanca 1998 — 1998
Advanced Translation Certificate, Spanish Language and Literature
Universidad de Buenos Aires 1996 — 1997
Spanish Language Certificate, Spanish Language and Literature
Bowling Green State University 1987 — 1989
Jason Jaeyoung Park's UBS Experience July 2009 - July 2010
Job MBA Candidate (2016), University of Michigan Stephen M. Ross School of Business
Industry Automotive
Experience
Hyundai Motor Company November 2012 - February 2014
Hyundai Motor Company January 2011 - November 2012
UBS July 2009 - July 2010
Skills
Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA)
Brandeis University 2005 — 2009
BA, International Relations
Phillips Academy Andover 2002 — 2005
Hyundai Motor Company November 2012 - February 2014
Hyundai Motor Company January 2011 - November 2012
UBS July 2009 - July 2010
Skills
Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA)
Brandeis University 2005 — 2009
BA, International Relations
Phillips Academy Andover 2002 — 2005
Suzanne L Austin Suzanne L Austin's UBS Experience October 2004 - September 2005
Job VP of Finance at Genesis Biosciences
Industry Biotechnology
Experience
Genesis Biosciences March 2015 - Present
Austin Consulting - CFO & Strategic Services November 2014 - February 2015
Winco MFG, LLC April 2007 - October 2014
The South Financial Group September 2005 - February 2007
UBS October 2004 - September 2005
Gulbrandsen Companies March 1997 - September 2004
Albemale Corporation 1996 - 1997
Skills
Process Improvement, Finance, Budgets, Cross-functional Team..., Strategic Planning, Management, Leadership, Financial Analysis, Forecasting, Start-ups, Team Building, New Business Development, Accounting, Strategy, Mergers & Acquisitions, Medical Devices, Business Planning, Financial Reporting, Executive Management, Business Development, Business Strategy, Managerial Finance, Manufacturing, ERP, Negotiation, Payroll, Sales Management, Six Sigma, Sales Operations, Product Development, Sales, Competitive Analysis, Risk Management, Business Process..., Marketing, Financial Planning, Budgeting, Due Diligence, Financial Modeling, Lean Thinking
Education
Center for Creative Leadership
LEADERSHIP DEVELOPMENT PROGRAM (LDP)®
Bradley University 1979 — 1981
Bachelor’s Degree, Accounting
Genesis Biosciences March 2015 - Present
Austin Consulting - CFO & Strategic Services November 2014 - February 2015
Winco MFG, LLC April 2007 - October 2014
The South Financial Group September 2005 - February 2007
UBS October 2004 - September 2005
Gulbrandsen Companies March 1997 - September 2004
Albemale Corporation 1996 - 1997
Skills
Process Improvement, Finance, Budgets, Cross-functional Team..., Strategic Planning, Management, Leadership, Financial Analysis, Forecasting, Start-ups, Team Building, New Business Development, Accounting, Strategy, Mergers & Acquisitions, Medical Devices, Business Planning, Financial Reporting, Executive Management, Business Development, Business Strategy, Managerial Finance, Manufacturing, ERP, Negotiation, Payroll, Sales Management, Six Sigma, Sales Operations, Product Development, Sales, Competitive Analysis, Risk Management, Business Process..., Marketing, Financial Planning, Budgeting, Due Diligence, Financial Modeling, Lean Thinking
Education
Center for Creative Leadership
LEADERSHIP DEVELOPMENT PROGRAM (LDP)®
Bradley University 1979 — 1981
Bachelor’s Degree, Accounting
Timothy Olson Timothy Olson's UBS Experience January 1993 - December 1997
Job VP Business Development at Credit.com
Industry Internet
Experience
Credit.com May 2014 - Present
Experian Consumer Services January 2013 - April 2014
Experian Consumer Direct June 2010 - January 2013
Experian Consumer Direct September 2004 - June 2010
American Express September 2002 - September 2004
WebMiles, LLC January 1999 - September 2002
Thomas Cook North America December 1997 - January 1999
UBS January 1993 - December 1997
Skills
Strategic Partnerships, Business Development, Start-ups, Executive Management, Management, Financial Services, Financial Institutions, Venture Capital, SaaS, Corporate Development, Online Advertising, Credit, Credit Cards, Identity Theft, Direct to Consumer, Global Business..., Affinity Groups, Credit Bureau, Strategy, Marketing Strategy, Strategic Planning, Product Management, Analytics, Marketing, CRM
Education
Brigham Young University
Bachelor of Arts (BA), English Literature, Journalism, German
Credit.com May 2014 - Present
Experian Consumer Services January 2013 - April 2014
Experian Consumer Direct June 2010 - January 2013
Experian Consumer Direct September 2004 - June 2010
American Express September 2002 - September 2004
WebMiles, LLC January 1999 - September 2002
Thomas Cook North America December 1997 - January 1999
UBS January 1993 - December 1997
Skills
Strategic Partnerships, Business Development, Start-ups, Executive Management, Management, Financial Services, Financial Institutions, Venture Capital, SaaS, Corporate Development, Online Advertising, Credit, Credit Cards, Identity Theft, Direct to Consumer, Global Business..., Affinity Groups, Credit Bureau, Strategy, Marketing Strategy, Strategic Planning, Product Management, Analytics, Marketing, CRM
Education
Brigham Young University
Bachelor of Arts (BA), English Literature, Journalism, German
Justin Siev Justin Siev's UBS Experience August 2014 - Present
Job Systems Engineer at UBS
Industry Information Technology and Services
Experience
UBS August 2014 - Present
Silicon East Inc. May 2012 - August 2014
UBS 2014 - 2014
UBS June 2013 - August 2013
Staples November 2009 - March 2011
Best Buy September 2009 - November 2009
Skills
Computer Repair, Data Transfer, Desktop Computers, Computer Maintenance, Virus Removal, Hardware Diagnostics, Wireless Networking, Software Installation, Information Technology, Windows OS, Mac OS X, Windows
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2014
Bachelor of Arts (BA), Information Technology
Brookdale Community College 2010 — 2011
Computer Science
UBS August 2014 - Present
Silicon East Inc. May 2012 - August 2014
UBS 2014 - 2014
UBS June 2013 - August 2013
Staples November 2009 - March 2011
Best Buy September 2009 - November 2009
Skills
Computer Repair, Data Transfer, Desktop Computers, Computer Maintenance, Virus Removal, Hardware Diagnostics, Wireless Networking, Software Installation, Information Technology, Windows OS, Mac OS X, Windows
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2014
Bachelor of Arts (BA), Information Technology
Brookdale Community College 2010 — 2011
Computer Science
Amad Channa Amad Channa's UBS Experience October 2013 - March 2014
Job Financial Analyst II at Merck Pharma GmbH
Industry Financial Services
Experience
Merck Pharma GmbH June 2014 - Present
Merck June 2014 - Present
HIAS March 2014 - June 2014
UBS October 2013 - March 2014
Bloomberg LP February 2013 - June 2013
Newport Coast Securities September 2012 - December 2012
Fountain of Vitality September 2011 - September 2012
Harmony Natural Foods January 2009 - June 2011
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Market Research, Stock Market, Financial Analysis, Forecasting, Teamwork, Management
Education
Berkeley College-New York 2010 — 2012
Bachelor of Business Administration (BBA), Financial Services
Brookdale Community College 2008 — 2010
Associate of Arts (AA), Accounting
Merck Pharma GmbH June 2014 - Present
Merck June 2014 - Present
HIAS March 2014 - June 2014
UBS October 2013 - March 2014
Bloomberg LP February 2013 - June 2013
Newport Coast Securities September 2012 - December 2012
Fountain of Vitality September 2011 - September 2012
Harmony Natural Foods January 2009 - June 2011
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Market Research, Stock Market, Financial Analysis, Forecasting, Teamwork, Management
Education
Berkeley College-New York 2010 — 2012
Bachelor of Business Administration (BBA), Financial Services
Brookdale Community College 2008 — 2010
Associate of Arts (AA), Accounting
Toma Cubrilo Toma Cubrilo's UBS Experience August 2011 - August 2011
Job Analyst at Cornerstone Research
Industry Research
Experience
Cornerstone Research July 2015 - Present
H.C. Wainwright & Co., LLC June 2014 - August 2014
International Golf Properties S.A. February 2009 - May 2014
PricewaterhouseCoopers May 2012 - August 2012
UBS August 2011 - August 2011
DDB February 2010 - February 2010
Skills
Data Analysis, Equity Valuation, Private Equity, Due Diligence, Quantitative Analytics, Bloomberg Terminal, Economics, Bloomberg, Capital IQ, Mandarin, Equity Research, Corporate Finance, Microsoft Excel, Econometrics, Statistics, Entrepreneurship, Investment Management, Research, Finance, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Management, Derivatives, Corporate Social..., Chinese
Education
Brandeis International Business School 2013 — 2015
Master of Arts in International Economics and Finance
Brandeis University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Hokkaido International Foundation 2013 — 2013
Japanese Language and Japanese Culture Program 2013
Université Toulouse 1 Capitole 2009 — 2010
Professional Degree in Analysis and Audit of Corporate Social Responsibility
Harvard University 2009 — 2009
Finance
Cornerstone Research July 2015 - Present
H.C. Wainwright & Co., LLC June 2014 - August 2014
International Golf Properties S.A. February 2009 - May 2014
PricewaterhouseCoopers May 2012 - August 2012
UBS August 2011 - August 2011
DDB February 2010 - February 2010
Skills
Data Analysis, Equity Valuation, Private Equity, Due Diligence, Quantitative Analytics, Bloomberg Terminal, Economics, Bloomberg, Capital IQ, Mandarin, Equity Research, Corporate Finance, Microsoft Excel, Econometrics, Statistics, Entrepreneurship, Investment Management, Research, Finance, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Management, Derivatives, Corporate Social..., Chinese
Education
Brandeis International Business School 2013 — 2015
Master of Arts in International Economics and Finance
Brandeis University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Hokkaido International Foundation 2013 — 2013
Japanese Language and Japanese Culture Program 2013
Université Toulouse 1 Capitole 2009 — 2010
Professional Degree in Analysis and Audit of Corporate Social Responsibility
Harvard University 2009 — 2009
Finance
Subahu Rayamajhi Subahu Rayamajhi's UBS Experience September 2012 - December 2012
Job Student at Brandeis University
Industry Computer Software
Experience
Brandeis University March 2015 - Present
UBS September 2012 - December 2012
DePauw University May 2012 - July 2012
DePauw University January 2012 - February 2012
Standard Chartered Bank July 2008 - September 2008
Skills
Research, Financial Analysis, Microsoft Excel, Corporate Finance, Economic Research, PHP, Java, HTML/CSS, HTML
Education
Brandeis University 2014 — 2016
Master's degree, Computer Science, 3.7/4.0
DePauw University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Political Science
Brandeis University March 2015 - Present
UBS September 2012 - December 2012
DePauw University May 2012 - July 2012
DePauw University January 2012 - February 2012
Standard Chartered Bank July 2008 - September 2008
Skills
Research, Financial Analysis, Microsoft Excel, Corporate Finance, Economic Research, PHP, Java, HTML/CSS, HTML
Education
Brandeis University 2014 — 2016
Master's degree, Computer Science, 3.7/4.0
DePauw University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Political Science
Nathalie Stenmark Nathalie Stenmark's UBS Experience April 2011 - November 2012
Job Summer Associate Venable LLP
Industry Law Practice
Experience
Venable LLP May 2015 - July 2015
UBS April 2011 - November 2012
Education
University of Southern California 2013 — 2016
Doctor of Law (JD)
University College London, U. of London 2009 — 2010
Master of Laws (LLM), International Business Law
BPP Law School 2008 — 2009
Legal Practice Course
University College London, U. of London 2004 — 2008
Bachelor of Laws (LLB), Law with Advanced Studies
Venable LLP May 2015 - July 2015
UBS April 2011 - November 2012
Education
University of Southern California 2013 — 2016
Doctor of Law (JD)
University College London, U. of London 2009 — 2010
Master of Laws (LLM), International Business Law
BPP Law School 2008 — 2009
Legal Practice Course
University College London, U. of London 2004 — 2008
Bachelor of Laws (LLB), Law with Advanced Studies
Jack Hilzinger Jack Hilzinger's UBS Experience April 2014 - Present
Job Associate Market Strategy & Analysis at UBS
Industry Management Consulting
Experience
UBS April 2014 - Present
PwC Consulting August 2012 - April 2014
Skills
Strategy, Management Consulting, Data Analysis, Data Modeling, Financial Modeling, Quantitative Research, Qualitative Research, Financial Analysis, Project Management
Education
Bowdoin College 2008 — 2012
Bachelor of Arts (B.A.)
UBS April 2014 - Present
PwC Consulting August 2012 - April 2014
Skills
Strategy, Management Consulting, Data Analysis, Data Modeling, Financial Modeling, Quantitative Research, Qualitative Research, Financial Analysis, Project Management
Education
Bowdoin College 2008 — 2012
Bachelor of Arts (B.A.)
Sean Minnihan's UBS Experience April 2009 - December 2012
Job Managing Director at GCA Savvian
Industry Financial Services
Experience
GCA Savvian February 2013 - Present
UBS April 2009 - December 2012
Bank of America February 2004 - April 2009
Goldman Sachs June 1999 - February 2004
Citi June 1993 - June 1999
Skills
Investment Banking, Private Equity, Fixed Income, Capital Markets, Equities, Venture Capital, Valuation, Securities, Emerging Markets, Hedge Funds, Alternative Investments, M&A experience, Corporate Finance, LBO, Mergers & Acquisitions
Education
Brandeis University 1987 — 1992
Master of Arts (M.A.), International Economics and Finance
GCA Savvian February 2013 - Present
UBS April 2009 - December 2012
Bank of America February 2004 - April 2009
Goldman Sachs June 1999 - February 2004
Citi June 1993 - June 1999
Skills
Investment Banking, Private Equity, Fixed Income, Capital Markets, Equities, Venture Capital, Valuation, Securities, Emerging Markets, Hedge Funds, Alternative Investments, M&A experience, Corporate Finance, LBO, Mergers & Acquisitions
Education
Brandeis University 1987 — 1992
Master of Arts (M.A.), International Economics and Finance
Annie Cui's UBS Experience July 2012 - June 2013
Job Associate at Carlisle & Company
Industry Management Consulting
Experience
Carlisle & Company August 2015 - Present
Brandeis International Business School October 2014 - December 2014
Carlisle & Company June 2014 - August 2014
DigitasLBi September 2013 - December 2013
UBS July 2012 - June 2013
Brandeis International Business School January 2013 - May 2013
TripAdvisor May 2007 - August 2012
Massachusetts General Hospital June 2011 - August 2011
Skills
Marketing, Microsoft Excel, SPSS, Microsoft Office, Teamwork, Leadership, Mandarin, Data Analysis, Spanish, Microsoft Word, Social Media, HTML, Research, PPC, SEO, Market Research, PowerPoint
Education
Brandeis University 2011 — 2015
Bachelor’s Degree, Business, Psychology
Newton South High School 2007 — 2011
High School Diploma
Carlisle & Company August 2015 - Present
Brandeis International Business School October 2014 - December 2014
Carlisle & Company June 2014 - August 2014
DigitasLBi September 2013 - December 2013
UBS July 2012 - June 2013
Brandeis International Business School January 2013 - May 2013
TripAdvisor May 2007 - August 2012
Massachusetts General Hospital June 2011 - August 2011
Skills
Marketing, Microsoft Excel, SPSS, Microsoft Office, Teamwork, Leadership, Mandarin, Data Analysis, Spanish, Microsoft Word, Social Media, HTML, Research, PPC, SEO, Market Research, PowerPoint
Education
Brandeis University 2011 — 2015
Bachelor’s Degree, Business, Psychology
Newton South High School 2007 — 2011
High School Diploma
Lauren Greenberg Lauren Greenberg's UBS Experience June 2014 - August 2014
Job Student
Industry Financial Services
Experience
UBS June 2014 - August 2014
The New York Times January 2014 - May 2014
FITZ & CO May 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media
Education
Brooklyn Law School 2015 — 2018
Doctor of Law (J.D.)
University of Pennsylvania 2011 — 2015
Bachelor of Arts (BA), Communications Major
UNSW Australia 2013 — 2013
Bachelor's Degree
Miss Porter's School 2007 — 2011
High School Diploma
UBS June 2014 - August 2014
The New York Times January 2014 - May 2014
FITZ & CO May 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media
Education
Brooklyn Law School 2015 — 2018
Doctor of Law (J.D.)
University of Pennsylvania 2011 — 2015
Bachelor of Arts (BA), Communications Major
UNSW Australia 2013 — 2013
Bachelor's Degree
Miss Porter's School 2007 — 2011
High School Diploma
Antoinette Liquet Antoinette Liquet's UBS Experience July 1999 - September 2006
Job Student Financial Services Counselor at LIM College
Industry Financial Services
Experience
LIM College April 2012 - Present
Allianz Global Investors September 2007 - February 2012
ATC Healthcare September 2006 - June 2007
UBS July 1999 - September 2006
Skills
Excellent written and..., Proficient in..., APL, Bloomberg, Sales Page, InfoView, Business Objects, PowerPoint, Management, Business Analysis, Financial Services, Customer Service, Event Planning, Asset Management, Marketing, Microsoft Office, Microsoft Word, Project Management, Public Speaking, Sales, Time Management
Education
Montclair State University 2003 — 2005
Bachelor of Science, Business Management
Brookdale Community College 2000 — 2002
Associate of Arts (AA), Business Administration
LIM College
LIM College April 2012 - Present
Allianz Global Investors September 2007 - February 2012
ATC Healthcare September 2006 - June 2007
UBS July 1999 - September 2006
Skills
Excellent written and..., Proficient in..., APL, Bloomberg, Sales Page, InfoView, Business Objects, PowerPoint, Management, Business Analysis, Financial Services, Customer Service, Event Planning, Asset Management, Marketing, Microsoft Office, Microsoft Word, Project Management, Public Speaking, Sales, Time Management
Education
Montclair State University 2003 — 2005
Bachelor of Science, Business Management
Brookdale Community College 2000 — 2002
Associate of Arts (AA), Business Administration
LIM College
Jaunae Yates Jaunae Yates's UBS Experience June 2004 - August 2004
Job Health Room Technician at Montgomery County Health Department
Industry Consumer Services
Experience
Montgomery County Health and Human Services August 2012 - Present
Booeymonger September 2011 - December 2011
Kids After Hours March 2007 - August 2008
UBS June 2004 - August 2004
Skills
Microsoft Office, Program Management, Problem Solving, Data Entry, Customer Service, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Time Management, Inventory Management, Customer Satisfaction, Process Scheduler, Teamwork, Call Center, Leadership, File Management, Fax, Administrative..., Team Building, Public Speaking, QuickBooks, 10 Key, Office Management, Healthcare, Budgets, Software Documentation, Training, System Administration, Sales, Telephone Skills, Accounts Payable, Human Resources, Cpr Certified
Education
Prince George's Community College 2011 — 2011
Certificate, Group Leader
Montgomery College 2010 — 2010
Certificate, Health Unit Coordinator
Bowie State University 2008 — 2010
No Degree, Accounting
Springbrook High School 2004 — 2008
a high school diploma, Business
Montgomery County Health and Human Services August 2012 - Present
Booeymonger September 2011 - December 2011
Kids After Hours March 2007 - August 2008
UBS June 2004 - August 2004
Skills
Microsoft Office, Program Management, Problem Solving, Data Entry, Customer Service, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Time Management, Inventory Management, Customer Satisfaction, Process Scheduler, Teamwork, Call Center, Leadership, File Management, Fax, Administrative..., Team Building, Public Speaking, QuickBooks, 10 Key, Office Management, Healthcare, Budgets, Software Documentation, Training, System Administration, Sales, Telephone Skills, Accounts Payable, Human Resources, Cpr Certified
Education
Prince George's Community College 2011 — 2011
Certificate, Group Leader
Montgomery College 2010 — 2010
Certificate, Health Unit Coordinator
Bowie State University 2008 — 2010
No Degree, Accounting
Springbrook High School 2004 — 2008
a high school diploma, Business
Stephen Brownlee Stephen Brownlee's UBS Experience 2010 - 2010
Job Financial Analyst at Dot Hill Systems
Industry Computer Hardware
Experience
Dot Hill Systems April 2014 - Present
Gates Corporation April 2013 - April 2014
Agility Solutions August 2011 - April 2013
UBS 2010 - 2010
Skills
Financial Analysis, Analysis, Finance, Microsoft Excel, Management, Process Improvement, Leadership, Market Research, Financial Modeling, Team Leadership, Accounting, Forecasting, Marketing, Project Management, Data Analysis, Competitive Analysis, Entrepreneurship, Microsoft Word, Management Consulting, Due Diligence, Investments, Research, Access, Training, Business Analysis, Risk Management, Financial Reporting, PowerPoint, Business Process..., Budgeting
Education
Brigham Young University - Idaho 2008 — 2011
BS, Business Management - Finance, 3.60
Dot Hill Systems April 2014 - Present
Gates Corporation April 2013 - April 2014
Agility Solutions August 2011 - April 2013
UBS 2010 - 2010
Skills
Financial Analysis, Analysis, Finance, Microsoft Excel, Management, Process Improvement, Leadership, Market Research, Financial Modeling, Team Leadership, Accounting, Forecasting, Marketing, Project Management, Data Analysis, Competitive Analysis, Entrepreneurship, Microsoft Word, Management Consulting, Due Diligence, Investments, Research, Access, Training, Business Analysis, Risk Management, Financial Reporting, PowerPoint, Business Process..., Budgeting
Education
Brigham Young University - Idaho 2008 — 2011
BS, Business Management - Finance, 3.60
Nikolay Vassilev, CFA Nikolay Vassilev, CFA's UBS Experience 1996 - 2000
Job Managing Partner, Expat Capital
Industry Investment Management
Experience
Expat Capital August 2009 - Present
The Government of the Republic of Bulgaria 2005 - 2009
The Government of the Republic of Bulgaria July 2001 - August 2005
Lazard Capital Markets August 2000 - July 2001
UBS (former SBC, Warburg Dillon Read) April 1996 - August 2000
UBS 1996 - 2000
UBS 1996 - 2000
Coopers & Lybrand September 1993 - June 1994
Skills
Investments, Investment Banking, Corporate Finance, Private Equity, Financial Analysis, Capital Markets, Financial Modeling, Asset Managment, Mergers, Valuation, Banking, Trading
Education
慶応義塾大学 1996 — 1997
Master's courses, Finance, Tax, Management, GPA 3.90/4.00
Brandeis University, Lemberg - International Business School 1995 — 1997
MA in International Economics and Finance, Finance, Economics, GPA 3.97/4.00
State University of New York at Oswego 1994 — 1995
BA, Business (Finance Concentration), Economics, GPA 4.00/4.00
Budapesti Corvinus Egyetem 1990 — 1994
BS, Economics, General Management, GPA 5.00/5.00
Expat Capital August 2009 - Present
The Government of the Republic of Bulgaria 2005 - 2009
The Government of the Republic of Bulgaria July 2001 - August 2005
Lazard Capital Markets August 2000 - July 2001
UBS (former SBC, Warburg Dillon Read) April 1996 - August 2000
UBS 1996 - 2000
UBS 1996 - 2000
Coopers & Lybrand September 1993 - June 1994
Skills
Investments, Investment Banking, Corporate Finance, Private Equity, Financial Analysis, Capital Markets, Financial Modeling, Asset Managment, Mergers, Valuation, Banking, Trading
Education
慶応義塾大学 1996 — 1997
Master's courses, Finance, Tax, Management, GPA 3.90/4.00
Brandeis University, Lemberg - International Business School 1995 — 1997
MA in International Economics and Finance, Finance, Economics, GPA 3.97/4.00
State University of New York at Oswego 1994 — 1995
BA, Business (Finance Concentration), Economics, GPA 4.00/4.00
Budapesti Corvinus Egyetem 1990 — 1994
BS, Economics, General Management, GPA 5.00/5.00
Pamela Bertoncin Pamela Bertoncin's UBS Experience August 2007 - Present
Job UBS Financial Services , CFP®, Accredited Domestic Partnership Advisor (ADPA)
Industry Financial Services
Experience
UBS August 2007 - Present
Skills
Financial Planning, Retirement Planning, Estate Planning, Investments, Retirement, Wealth Management, Financial Advisory, Asset Allocation, Investment Advisory
Education
Monmouth University 1978 — 1982
BS, Business Administration with concentration in Accounting
Brookdale Community College
Fairleigh Dickinson University
Certificate, Financial Planning
UBS August 2007 - Present
Skills
Financial Planning, Retirement Planning, Estate Planning, Investments, Retirement, Wealth Management, Financial Advisory, Asset Allocation, Investment Advisory
Education
Monmouth University 1978 — 1982
BS, Business Administration with concentration in Accounting
Brookdale Community College
Fairleigh Dickinson University
Certificate, Financial Planning
Nick Arfaras Nick Arfaras's UBS Experience November 2000 - May 2008
Job owner operator at Security 4 your PC
Industry Computer Networking
Experience
Security 4 your PC October 2012 - Present
Anchor Solutions LLC May 2008 - May 2012
Twirlspin Technical Services LLC January 2001 - May 2008
UBS November 2000 - May 2008
GE Corporate Services January 1999 - April 2000
Valcom 1997 - 1999
Skills
Security, Vendor Management, ITIL, Disaster Recovery, Networking, Software Installation, Management, Troubleshooting, Technical Support, XP, Windows Server, IT Service Management, Servers, Incident Management, IT Operations, Cloud Computing, Data Center, VMware, Information Technology, IT Management, Windows, Active Directory, Storage, Virtualization, Computer Security, Citrix, Integration, Software Documentation, Infrastructure, System Deployment, Windows 7, System Administration, Wireless, Operating Systems, Hardware, IT Strategy, Business Continuity, Service Delivery, Network Administration, Microsoft Exchange, DNS, Computer Hardware, HP, Microsoft Technologies, VoIP, SharePoint, Network Security, Enterprise Architecture, Windows XP, Cisco Technologies
Education
Bowling Green State University 1988 — 1992
BS, Environmental Science
Newtown High School 1978 — 1982
Security 4 your PC October 2012 - Present
Anchor Solutions LLC May 2008 - May 2012
Twirlspin Technical Services LLC January 2001 - May 2008
UBS November 2000 - May 2008
GE Corporate Services January 1999 - April 2000
Valcom 1997 - 1999
Skills
Security, Vendor Management, ITIL, Disaster Recovery, Networking, Software Installation, Management, Troubleshooting, Technical Support, XP, Windows Server, IT Service Management, Servers, Incident Management, IT Operations, Cloud Computing, Data Center, VMware, Information Technology, IT Management, Windows, Active Directory, Storage, Virtualization, Computer Security, Citrix, Integration, Software Documentation, Infrastructure, System Deployment, Windows 7, System Administration, Wireless, Operating Systems, Hardware, IT Strategy, Business Continuity, Service Delivery, Network Administration, Microsoft Exchange, DNS, Computer Hardware, HP, Microsoft Technologies, VoIP, SharePoint, Network Security, Enterprise Architecture, Windows XP, Cisco Technologies
Education
Bowling Green State University 1988 — 1992
BS, Environmental Science
Newtown High School 1978 — 1982
Alfarida Mohammed Alfarida Mohammed's UBS Experience January 2015 - Present
Job Compliance Officer at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
UBS August 2013 - January 2015
Barclays Investment Bank May 2013 - August 2013
UBS March 2012 - March 2013
RadcliffesLeBrasseur October 2010 - July 2011
Skills
Account Reconciliation, Tax, Legal Writing, Process Improvement, Corporate Law, Legal Advice, Legal Research, Due Diligence, Corporate Finance, Investment Banking, Compliance, Quality Auditing, Project Management, Critical Thinking, Time Management, Problem Solving, Bloomberg, Financial Analysis, Strategic Financial..., Accounting, Financial Modeling, Financial Reporting, Legal Compliance
Education
St. Mary's College 2012 — 2013
Postgraduate Certificate, International Business
BPP Law School 2009 — 2010
LPC, Law
BPP Law School 2008 — 2009
GDL, Law
Goldsmiths College, U. of London 2005 — 2008
BA (Hons), Politics
UBS January 2015 - Present
UBS August 2013 - January 2015
Barclays Investment Bank May 2013 - August 2013
UBS March 2012 - March 2013
RadcliffesLeBrasseur October 2010 - July 2011
Skills
Account Reconciliation, Tax, Legal Writing, Process Improvement, Corporate Law, Legal Advice, Legal Research, Due Diligence, Corporate Finance, Investment Banking, Compliance, Quality Auditing, Project Management, Critical Thinking, Time Management, Problem Solving, Bloomberg, Financial Analysis, Strategic Financial..., Accounting, Financial Modeling, Financial Reporting, Legal Compliance
Education
St. Mary's College 2012 — 2013
Postgraduate Certificate, International Business
BPP Law School 2009 — 2010
LPC, Law
BPP Law School 2008 — 2009
GDL, Law
Goldsmiths College, U. of London 2005 — 2008
BA (Hons), Politics
Josh Hickman Josh Hickman's UBS Experience 2010 - 2010
Job Desktop Support Tech at Pfizer Pharmaceuticals
Industry Information Technology and Services
Experience
Pfizer Pharmaceuticals February 2011 - Present
ASI June 2010 - Present
UBS Investment Bank June 2010 - Present
Ohio Fish December 2009 - Present
Best Buy Geek Squad June 2009 - June 2010
Ohio Fish Finder December 2009 - January 2010
UBS 2010 - 2010
American Consulting Group February 2009 - May 2009
American Consulting Group February 2009 - May 2009
Human Capital Staffing October 2008 - February 2009
Education
Bowling Green State University
Terra Community College
Associate, Business Computer Information Systems Desktop Support Specialist
Pfizer Pharmaceuticals February 2011 - Present
ASI June 2010 - Present
UBS Investment Bank June 2010 - Present
Ohio Fish December 2009 - Present
Best Buy Geek Squad June 2009 - June 2010
Ohio Fish Finder December 2009 - January 2010
UBS 2010 - 2010
American Consulting Group February 2009 - May 2009
American Consulting Group February 2009 - May 2009
Human Capital Staffing October 2008 - February 2009
Education
Bowling Green State University
Terra Community College
Associate, Business Computer Information Systems Desktop Support Specialist
Joanne Rémillard's UBS Experience August 2009 - February 2015
Job Chief AML Officer Global Asset Management Americas
Industry Investment Banking
Experience
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
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
Michael Ayre, CPA Michael Ayre, CPA's UBS Experience January 2011 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS January 2011 - Present
Credit Suisse - SPS August 2009 - November 2010
Tatum March 2007 - August 2009
GE Capital December 2003 - June 2006
Arthur Andersen L.L.P 1994 - 1997
Skills
Auditing, Accounting, Financial Goals, Internal Controls, Finance, General Ledger, Internal Audit, Mergers & Acquisitions, Sarbanes-Oxley Act, Strategic Financial..., Budgets, Analysis, Banking, Due Diligence
Education
Brigham Young University 1993 — 1994
MAcc., Professional
Brigham Young University 1989 — 1994
BA Accounting, Accounting
Boise High School 1986 — 1989
UBS January 2011 - Present
Credit Suisse - SPS August 2009 - November 2010
Tatum March 2007 - August 2009
GE Capital December 2003 - June 2006
Arthur Andersen L.L.P 1994 - 1997
Skills
Auditing, Accounting, Financial Goals, Internal Controls, Finance, General Ledger, Internal Audit, Mergers & Acquisitions, Sarbanes-Oxley Act, Strategic Financial..., Budgets, Analysis, Banking, Due Diligence
Education
Brigham Young University 1993 — 1994
MAcc., Professional
Brigham Young University 1989 — 1994
BA Accounting, Accounting
Boise High School 1986 — 1989
Noah Blumenthal Noah Blumenthal's UBS Experience December 1998 - August 2003
Job CEO of SavvyRoo and Chancellor at SavvyRooU
Industry Internet
Experience
SavvyRooU December 2014 - Present
SavvyRoo January 2013 - Present
Leading Principles, Inc. September 2003 - Present
Berrett-Koehler Authors Co-op September 2008 - September 2010
Berrett-Koehler 2007 - August 2009
UBS December 1998 - August 2003
UBS Financial Services Inc. 1998 - 2003
Chase 1998 - 1998
Chase 1998 - 1998
Skills
Leadership Development, Executive Coaching, Personal Development, Leadership, Organizational..., Conflict Resolution
Education
Columbia University in the City of New York 1996 — 1999
Organizational Psychology
Teachers College of Columbia University 1996 — 1998
ABD, Organizational Psychology
Brandeis University 1990 — 1994
BA, Psychology
SavvyRooU December 2014 - Present
SavvyRoo January 2013 - Present
Leading Principles, Inc. September 2003 - Present
Berrett-Koehler Authors Co-op September 2008 - September 2010
Berrett-Koehler 2007 - August 2009
UBS December 1998 - August 2003
UBS Financial Services Inc. 1998 - 2003
Chase 1998 - 1998
Chase 1998 - 1998
Skills
Leadership Development, Executive Coaching, Personal Development, Leadership, Organizational..., Conflict Resolution
Education
Columbia University in the City of New York 1996 — 1999
Organizational Psychology
Teachers College of Columbia University 1996 — 1998
ABD, Organizational Psychology
Brandeis University 1990 — 1994
BA, Psychology
Robert Leib Robert Leib's UBS Experience June 1999 - February 2006
Job Keystone Wealth Management Group of UBS Financial Services
Industry Financial Services
Experience
Keystone Wealth Management February 2006 - September 2013
UBS June 1999 - February 2006
Skills
Wealth Management, Financial Services, Series 7, Retirement Planning, Investments, Investment Advisory, FINRA, Securities
Education
Bradley University 1966 — 1971
BS, International Studies
Keystone Wealth Management February 2006 - September 2013
UBS June 1999 - February 2006
Skills
Wealth Management, Financial Services, Series 7, Retirement Planning, Investments, Investment Advisory, FINRA, Securities
Education
Bradley University 1966 — 1971
BS, International Studies
Gerald Procopio Gerald Procopio's UBS Experience January 1996 - May 2003
Job Manager
Industry Consumer Services
Experience
Willow Cleaners September 2003 - Present
UBS January 1996 - May 2003
Education
Brookdale Community College 1986 — 1988
Shore Regional High School 1980 — 1984
Willow Cleaners September 2003 - Present
UBS January 1996 - May 2003
Education
Brookdale Community College 1986 — 1988
Shore Regional High School 1980 — 1984
Daniel Berke Daniel Berke's UBS Experience May 2014 - June 2015
Job Compliance Analyst at Mirae
Industry Law Practice
Experience
Mirae Asset Global Investments June 2015 - Present
UBS May 2014 - June 2015
ARIAS FABREGA & FABREGA 2012 - 2013
The Legacy Agency October 2011 - March 2012
Skills
International Law, Joint Ventures, Legal Advice, Legal Research
Education
Brooklyn Law School 2008 — 2011
Doctor of Law (J.D.), Law
Tulane University 2004 — 2008
BSM, Legal Studies in Business
Mirae Asset Global Investments June 2015 - Present
UBS May 2014 - June 2015
ARIAS FABREGA & FABREGA 2012 - 2013
The Legacy Agency October 2011 - March 2012
Skills
International Law, Joint Ventures, Legal Advice, Legal Research
Education
Brooklyn Law School 2008 — 2011
Doctor of Law (J.D.), Law
Tulane University 2004 — 2008
BSM, Legal Studies in Business
Barrett Brown Barrett Brown's UBS Experience July 2013 - Present
Job Structured Product Sales at UBS
Industry Financial Services
Experience
UBS July 2013 - Present
UBS September 2010 - July 2013
UBS July 2009 - September 2010
Skills
Structured Products, Trading, Sales, Consulting, Portfolio Optimization, Exotic Derivatives, Data Analysis, Data Modeling, Financial Modeling, Financial Analysis, Financial Reporting, Strategic Financial..., Corporate Finance, Investments, Valuation, Research, Equities, Capital Markets, Bloomberg, Structured Finance, Equity Derivatives, Risk Management, Hedge Funds, Public Speaking, Microsoft Excel
Education
Bowdoin College 2005 — 2009
Bachelor of Arts (B.A.), Economics and Government / Legal Studies
Thacher School 2001 — 2005
UBS July 2013 - Present
UBS September 2010 - July 2013
UBS July 2009 - September 2010
Skills
Structured Products, Trading, Sales, Consulting, Portfolio Optimization, Exotic Derivatives, Data Analysis, Data Modeling, Financial Modeling, Financial Analysis, Financial Reporting, Strategic Financial..., Corporate Finance, Investments, Valuation, Research, Equities, Capital Markets, Bloomberg, Structured Finance, Equity Derivatives, Risk Management, Hedge Funds, Public Speaking, Microsoft Excel
Education
Bowdoin College 2005 — 2009
Bachelor of Arts (B.A.), Economics and Government / Legal Studies
Thacher School 2001 — 2005
Terrence Loftus Terrence Loftus's UBS Experience October 2001 - December 2009
Job Sales Associate at Gloria Nilson & Co.
Industry Real Estate
Experience
Gloria Nilson & Co. November 2013 - Present
American Realty Assoc. January 2010 - Present
Wells Fargo Advisors January 2009 - December 2009
UBS October 2001 - December 2009
Centrastate Hospital 1998 - 2006
Prudential Securities September 1992 - October 2001
Skills
First Time Home Buyers, Investment Properties, Real Estate, Residential Homes, Small Business, Short Sales, Relocation, Customer Service, Investors, Marketing, Sellers, Investments, Sales, Leadership, Foreclosures, Selling, Condos, Sales Management, FHA, Mortgage Lending, Single Family Homes, Townhomes, Real Estate Transactions, Referrals, Insurance, REO, New Home Sales, Listings, Real Property, Buyers, Buyer Representation, Luxury, Vacation Homes, Resellers, Refinance, Real Estate Financing, Seniors, Property Management, Residential Mortgages
Education
Brookdale Community College 1973 — 1974
Criminal justice
Gloria Nilson & Co. November 2013 - Present
American Realty Assoc. January 2010 - Present
Wells Fargo Advisors January 2009 - December 2009
UBS October 2001 - December 2009
Centrastate Hospital 1998 - 2006
Prudential Securities September 1992 - October 2001
Skills
First Time Home Buyers, Investment Properties, Real Estate, Residential Homes, Small Business, Short Sales, Relocation, Customer Service, Investors, Marketing, Sellers, Investments, Sales, Leadership, Foreclosures, Selling, Condos, Sales Management, FHA, Mortgage Lending, Single Family Homes, Townhomes, Real Estate Transactions, Referrals, Insurance, REO, New Home Sales, Listings, Real Property, Buyers, Buyer Representation, Luxury, Vacation Homes, Resellers, Refinance, Real Estate Financing, Seniors, Property Management, Residential Mortgages
Education
Brookdale Community College 1973 — 1974
Criminal justice
Gregory Tavernier Gregory Tavernier's UBS Experience March 2015 - Present
Job Investment Advisor Investment Products & Services at UBS SA
Industry Financial Services
Experience
UBS March 2015 - Present
UBS Wealth Management February 2010 - September 2015
UBS Wealth Management February 2010 - August 2011
UBS Investment Bank April 2011 - July 2011
Franco Asset Management June 2005 - August 2005
Altira Group June 2004 - August 2004
Skills
Asset Managment, Investments, Equities, Hedge Funds, Fixed Income, Derivatives, Structured Products, FX, Private Banking, Wealth Management
Education
Brandeis University, Lemberg - International Business School 2007 — 2009
M.A., International Economics and Finance
Bowdoin College 2002 — 2007
B.A., International Relations and German Literature
UBS March 2015 - Present
UBS Wealth Management February 2010 - September 2015
UBS Wealth Management February 2010 - August 2011
UBS Investment Bank April 2011 - July 2011
Franco Asset Management June 2005 - August 2005
Altira Group June 2004 - August 2004
Skills
Asset Managment, Investments, Equities, Hedge Funds, Fixed Income, Derivatives, Structured Products, FX, Private Banking, Wealth Management
Education
Brandeis University, Lemberg - International Business School 2007 — 2009
M.A., International Economics and Finance
Bowdoin College 2002 — 2007
B.A., International Relations and German Literature
Karrie Lofton Karrie Lofton's UBS Experience January 2005 - May 2009
Job Senior Administrative Associate at The Cornerstone Group
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Morgan Stanley May 2009 - March 2011
UBS January 2005 - May 2009
Skills
PowerPoint, Management, Marketing, Business Strategy, Volunteer Management, Event Management, Customer Satisfaction, Public Relations, Social Media, Leadership, Project Planning, Forecasting, Team Building, Time Management, Project Management, Team Leadership, Budgets, Fundraising, Social Networking, Account Management, Strategic Planning, Recruiting, Customer Service
Education
British Columbia Institute of Technology
Marketing and Spanish
Wells Fargo Advisors December 2014 - Present
Morgan Stanley May 2009 - March 2011
UBS January 2005 - May 2009
Skills
PowerPoint, Management, Marketing, Business Strategy, Volunteer Management, Event Management, Customer Satisfaction, Public Relations, Social Media, Leadership, Project Planning, Forecasting, Team Building, Time Management, Project Management, Team Leadership, Budgets, Fundraising, Social Networking, Account Management, Strategic Planning, Recruiting, Customer Service
Education
British Columbia Institute of Technology
Marketing and Spanish
Addison Crawford Addison Crawford's UBS Experience March 2010 - September 2011
Job Compliance Director: Head of Compliance for Internal Operations at Encore Capital Group
Industry Financial Services
Experience
Encore Capital Group April 2015 - Present
CIGNA October 2011 - March 2015
UBS March 2010 - September 2011
Regulatory Fundamentals Group January 2009 - March 2010
Citigroup 2000 - 2008
Sullivan & Cromwell LLP 1995 - 2000
Education
Boston University School of Law 1992 — 1995
Lewis and Clark College 1985 — 1992
BA, Sociology/Anthropology
Encore Capital Group April 2015 - Present
CIGNA October 2011 - March 2015
UBS March 2010 - September 2011
Regulatory Fundamentals Group January 2009 - March 2010
Citigroup 2000 - 2008
Sullivan & Cromwell LLP 1995 - 2000
Education
Boston University School of Law 1992 — 1995
Lewis and Clark College 1985 — 1992
BA, Sociology/Anthropology
Jorge Torruella Jorge Torruella's UBS Experience June 2013 - July 2013
Job Assistant Vice President at Citi
Industry Law Practice
Experience
Citi January 2015 - Present
UBS June 2013 - July 2013
Pietrantoni Mendez & Alvarez LLP June 2012 - July 2012
The New York Times July 2010 - August 2011
New York Mets September 2009 - May 2010
Skills
Social Media Marketing, Marketing, Spanish, Media Relations, Competitive Analysis, Microsoft Excel, Digital Marketing, Market Research, Project Management, Public Speaking, Journalism, English
Education
Boston University School of Law 2011 — 2014
Juris Doctor (J.D.), Law
New York University 2007 — 2011
B.S.
Citi January 2015 - Present
UBS June 2013 - July 2013
Pietrantoni Mendez & Alvarez LLP June 2012 - July 2012
The New York Times July 2010 - August 2011
New York Mets September 2009 - May 2010
Skills
Social Media Marketing, Marketing, Spanish, Media Relations, Competitive Analysis, Microsoft Excel, Digital Marketing, Market Research, Project Management, Public Speaking, Journalism, English
Education
Boston University School of Law 2011 — 2014
Juris Doctor (J.D.), Law
New York University 2007 — 2011
B.S.
Alexandra Ghiorzi Alexandra Ghiorzi's UBS Experience September 2007 - December 2007
Job Attorney at American Transit Insurance Co
Industry Legal Services
Experience
American Transit Insurance Co August 2014 - Present
United States Attorney's Office August 2013 - May 2014
The Law Offices of John D. Famulari April 2013 - May 2014
New York City Bar Association January 2013 - May 2013
New York State Unified Court System May 2012 - August 2012
Kirkland & Ellis LLP August 2010 - August 2011
The Canyons November 2009 - April 2010
Count Me In May 2008 - December 2008
Fairfield University September 2007 - May 2008
UBS September 2007 - December 2007
Skills
Legal Research, Westlaw, Intellectual Property, Legal Writing, Civil Litigation, Courts, Trials, Commercial Litigation, Corporate Law, Legal Assistance, Research, Public Speaking, Preparation of Wills, Personal Bankruptcy, Legal Discovery, Document Drafting, Trial Exhibits, Arbitration, Entrepreneurship...
Education
Brooklyn Law School 2011 — 2014
J.D., Certificate in Business Law
Fairfield University 2005 — 2009
B.A., Economics
American Transit Insurance Co August 2014 - Present
United States Attorney's Office August 2013 - May 2014
The Law Offices of John D. Famulari April 2013 - May 2014
New York City Bar Association January 2013 - May 2013
New York State Unified Court System May 2012 - August 2012
Kirkland & Ellis LLP August 2010 - August 2011
The Canyons November 2009 - April 2010
Count Me In May 2008 - December 2008
Fairfield University September 2007 - May 2008
UBS September 2007 - December 2007
Skills
Legal Research, Westlaw, Intellectual Property, Legal Writing, Civil Litigation, Courts, Trials, Commercial Litigation, Corporate Law, Legal Assistance, Research, Public Speaking, Preparation of Wills, Personal Bankruptcy, Legal Discovery, Document Drafting, Trial Exhibits, Arbitration, Entrepreneurship...
Education
Brooklyn Law School 2011 — 2014
J.D., Certificate in Business Law
Fairfield University 2005 — 2009
B.A., Economics
Baran Koksal, CIA, CISA Baran Koksal, CIA, CISA's UBS Experience June 2015 - Present
Job Advisory Solutions Director at UBS
Industry Banking
Experience
UBS June 2015 - Present
UBS September 2008 - Present
UHY Advisors March 2008 - September 2008
Ernst & Young September 2002 - February 2008
Interbank September 1998 - August 2000
Nurol Securities February 1997 - August 1998
Skills
Internal Audit, Wealth Management, Capital Markets, Investments, Governance, Mergers & Acquisitions, Alternative Investments, Anti Money Laundering, SOX 404, Compliance, Equity Trading, Consulting, Process Improvement, Strategic Planning, Budget Process, Business Analysis, Restructuring, Team Management, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls
Education
Bowling Green State University 2000 — 2002
Master's Degree, Accounting & Information Systems
Ankara University, College of Political Sciences (SBF)
Accounting and Finance
UBS June 2015 - Present
UBS September 2008 - Present
UHY Advisors March 2008 - September 2008
Ernst & Young September 2002 - February 2008
Interbank September 1998 - August 2000
Nurol Securities February 1997 - August 1998
Skills
Internal Audit, Wealth Management, Capital Markets, Investments, Governance, Mergers & Acquisitions, Alternative Investments, Anti Money Laundering, SOX 404, Compliance, Equity Trading, Consulting, Process Improvement, Strategic Planning, Budget Process, Business Analysis, Restructuring, Team Management, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls
Education
Bowling Green State University 2000 — 2002
Master's Degree, Accounting & Information Systems
Ankara University, College of Political Sciences (SBF)
Accounting and Finance
Greg Fanara's UBS Experience June 2011 - August 2011
Job Compliance Coordinator at J. Knipper & Company
Industry Accounting
Experience
J. Knipper & Company August 2014 - Present
Pepsi Bottling Ventures July 2013 - June 2014
Novo Nordisk March 2012 - June 2012
UBS June 2011 - August 2011
Santander Bank, N.A. September 2009 - May 2010
Dr Pepper Snapple Group April 2008 - September 2009
Skills
Eagle Scout and Troop..., Microsoft Office, Microsoft Excel, Accounts Payable, Accounts Receivable, Managerial Finance, Data Entry, Sales Management, Sales Operations, Direct Sales, Marketing, Accounting
Education
Rutgers University-New Brunswick 2013 — 2015
Bachelor's Degree, Labor and Employment Relations
Brookdale Community College 2009 — 2013
Associate's Degree, Social Sciences
The Catholic University of America 2007 — 2008
J. Knipper & Company August 2014 - Present
Pepsi Bottling Ventures July 2013 - June 2014
Novo Nordisk March 2012 - June 2012
UBS June 2011 - August 2011
Santander Bank, N.A. September 2009 - May 2010
Dr Pepper Snapple Group April 2008 - September 2009
Skills
Eagle Scout and Troop..., Microsoft Office, Microsoft Excel, Accounts Payable, Accounts Receivable, Managerial Finance, Data Entry, Sales Management, Sales Operations, Direct Sales, Marketing, Accounting
Education
Rutgers University-New Brunswick 2013 — 2015
Bachelor's Degree, Labor and Employment Relations
Brookdale Community College 2009 — 2013
Associate's Degree, Social Sciences
The Catholic University of America 2007 — 2008
Luke Harris's UBS Experience April 2014 - August 2015
Job VP and Counsel at Deutsche Bank (Asset and Wealth Management)
Industry Financial Services
Experience
Deutsche Bank September 2015 - Present
UBS April 2014 - August 2015
Weil, Gotshal & Manges LLP October 2011 - April 2014
Proskauer Rose LLP September 2008 - October 2011
DHL 2002 - 2005
Skills
Investment Management, Fund Formation, Hedge Funds, Corporate Law, Private Equity, Securities Regulation, Investments, Growth Capital, Venture Capital, Private Placements, Asset Management, Mezzanine, Portfolio Management, Private Equity Funding, Institutional..., Mutual Funds, Financial Structuring
Education
Brooklyn Law School 2005 — 2008
Juris Doctor
Deutsche Bank September 2015 - Present
UBS April 2014 - August 2015
Weil, Gotshal & Manges LLP October 2011 - April 2014
Proskauer Rose LLP September 2008 - October 2011
DHL 2002 - 2005
Skills
Investment Management, Fund Formation, Hedge Funds, Corporate Law, Private Equity, Securities Regulation, Investments, Growth Capital, Venture Capital, Private Placements, Asset Management, Mezzanine, Portfolio Management, Private Equity Funding, Institutional..., Mutual Funds, Financial Structuring
Education
Brooklyn Law School 2005 — 2008
Juris Doctor
Pamela Mitchell, CRPC, CFP® Pamela Mitchell, CRPC, CFP®'s UBS Experience October 2007 - Present
Job CERTIFIED FINANCIAL PLANNER (TM) at UBS
Industry Capital Markets
Experience
UBS Financial Services, Inc. October 2007 - Present
UBS October 2007 - Present
UBS Financial Services October 2007 - May 2010
Strategic Pathways September 1995 - September 2006
Monarch Marking Systems 1984 - 1989
Skills
Strategic Financial..., Series 7, Wealth Management, Finance, Strategic Planning, Certified Financial..., Asset Management, Estate Planning, Investments, Series 63, Retirement Planning, Asset Allocation, Alternative Investments, Tax, Marketing, Portfolio Management
Education
Wright State University 1983 — 1986
Masters of Business Administration, Finance
Bowling Green State University 1979 — 1982
Bachelor of Science, Business Administration
UBS Financial Services, Inc. October 2007 - Present
UBS October 2007 - Present
UBS Financial Services October 2007 - May 2010
Strategic Pathways September 1995 - September 2006
Monarch Marking Systems 1984 - 1989
Skills
Strategic Financial..., Series 7, Wealth Management, Finance, Strategic Planning, Certified Financial..., Asset Management, Estate Planning, Investments, Series 63, Retirement Planning, Asset Allocation, Alternative Investments, Tax, Marketing, Portfolio Management
Education
Wright State University 1983 — 1986
Masters of Business Administration, Finance
Bowling Green State University 1979 — 1982
Bachelor of Science, Business Administration
Simon Feng Ou Simon Feng Ou's UBS Experience 2006 - 2006
Job Business Analyst
Industry Renewables & Environment
Experience
SmartBall Sporting Goods (Family Business) 2014 - Present
Visible Measures 2013 - 2014
Institute for Sustainable Communities 2010 - 2012
SmartBall Sporting Goods 2009 - 2009
Reebok 2008 - 2008
Goldman Sachs 2007 - 2007
UBS 2006 - 2006
Skills
Supply Chain Operations, Salesforce.com, Microsoft Office, Research, Business Development, Fundraising, SQL, Relational Databases, MailChimp, Nonprofits, Editing, Public Speaking, Project Management, Event Planning, Data Analysis, Grant Writing, Market Research, Management, Analysis, Social Media
Education
Bowdoin College 2006 — 2010
Bachelor's Degree, Government & Legal Studies
HBX Harvard Business School
CORe: Credential of Readiness, Pass with High Honors
UC Berkeley Extension
Professional Certificate, Smart Grid Technology
Udacity 2015 — 2016
Data Analyst Nanodegree
International Honors Program
Comparative Urban Planning & Development
SmartBall Sporting Goods (Family Business) 2014 - Present
Visible Measures 2013 - 2014
Institute for Sustainable Communities 2010 - 2012
SmartBall Sporting Goods 2009 - 2009
Reebok 2008 - 2008
Goldman Sachs 2007 - 2007
UBS 2006 - 2006
Skills
Supply Chain Operations, Salesforce.com, Microsoft Office, Research, Business Development, Fundraising, SQL, Relational Databases, MailChimp, Nonprofits, Editing, Public Speaking, Project Management, Event Planning, Data Analysis, Grant Writing, Market Research, Management, Analysis, Social Media
Education
Bowdoin College 2006 — 2010
Bachelor's Degree, Government & Legal Studies
HBX Harvard Business School
CORe: Credential of Readiness, Pass with High Honors
UC Berkeley Extension
Professional Certificate, Smart Grid Technology
Udacity 2015 — 2016
Data Analyst Nanodegree
International Honors Program
Comparative Urban Planning & Development
Jonathan Fischer Jonathan Fischer's UBS Experience June 2012 - August 2012
Job IMD Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
UBS June 2012 - August 2012
Citigroup July 2011 - December 2011
The Church of Jesus Christ of Latter-day Saints 2008 - 2010
Skills
Team Leadership, People-oriented, Customer Relations, Client Service, Organizational..., Team Management, Risk Management, PowerPoint, Portuguese, Microsoft Excel, Bloomberg Terminal, Valuation Modeling, Leadership, Customer Service
Education
Brigham Young University 2008 — 2013
Bachelor of Science, Finance - Emphasis in Asset Management, Cum Laude
Eastlake High School
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
UBS June 2012 - August 2012
Citigroup July 2011 - December 2011
The Church of Jesus Christ of Latter-day Saints 2008 - 2010
Skills
Team Leadership, People-oriented, Customer Relations, Client Service, Organizational..., Team Management, Risk Management, PowerPoint, Portuguese, Microsoft Excel, Bloomberg Terminal, Valuation Modeling, Leadership, Customer Service
Education
Brigham Young University 2008 — 2013
Bachelor of Science, Finance - Emphasis in Asset Management, Cum Laude
Eastlake High School
Paul Springmeyer, CFP® Paul Springmeyer, CFP®'s UBS Experience August 2006 - August 2008
Job Senior Vice President Investment Managing Director at The Private Client Reserve of U.S. Bank
Industry Investment Management
Experience
U.S. Bank February 2013 - Present
US Bank April 2009 - February 2013
UBS August 2006 - August 2008
Piper Jaffray June 1997 - August 2006
Piper Jaffray 1994 - 2006
Skills
Portfolio Management, Equities, Series 7, Mutual Funds, High Net Worth..., Asset Management, Investments, Due Diligence, Financial Advisory, Wealth Management, Alternative Investments, Asset Allocation, Investment Management, Series 63, Fixed Income, Hedge Funds
Education
Bowdoin College 1993 — 1997
B.A., History, Spanish & Economics
Universitat de Barcelona / University of Barcelona 1995 — 1996
Spanish Language and Literature
U.S. Bank February 2013 - Present
US Bank April 2009 - February 2013
UBS August 2006 - August 2008
Piper Jaffray June 1997 - August 2006
Piper Jaffray 1994 - 2006
Skills
Portfolio Management, Equities, Series 7, Mutual Funds, High Net Worth..., Asset Management, Investments, Due Diligence, Financial Advisory, Wealth Management, Alternative Investments, Asset Allocation, Investment Management, Series 63, Fixed Income, Hedge Funds
Education
Bowdoin College 1993 — 1997
B.A., History, Spanish & Economics
Universitat de Barcelona / University of Barcelona 1995 — 1996
Spanish Language and Literature
Kyle Henderson, CPA Kyle Henderson, CPA's UBS Experience October 2007 - July 2008
Job Controller
Industry Accounting
Experience
VOLCOM July 2014 - Present
Sony Pictures Entertainment April 2013 - July 2014
Oakley January 2009 - April 2013
UBS October 2007 - July 2008
PwC September 2006 - August 2007
Skills
Essbase, Hyperion Enterprise, Sarbanes-Oxley Act, General Ledger, Tax, Financial Reporting, Internal Controls, Accounting, Consolidation, Financial Accounting, Financial Analysis, QuickBooks, SAP, GAAP, Variance Analysis, SAP BW, Finance, Cost Accounting, Fixed Assets, SEC filings, US GAAP, Forecasting
Education
Brigham Young University 2002 — 2006
B.S., Accounting
VOLCOM July 2014 - Present
Sony Pictures Entertainment April 2013 - July 2014
Oakley January 2009 - April 2013
UBS October 2007 - July 2008
PwC September 2006 - August 2007
Skills
Essbase, Hyperion Enterprise, Sarbanes-Oxley Act, General Ledger, Tax, Financial Reporting, Internal Controls, Accounting, Consolidation, Financial Accounting, Financial Analysis, QuickBooks, SAP, GAAP, Variance Analysis, SAP BW, Finance, Cost Accounting, Fixed Assets, SEC filings, US GAAP, Forecasting
Education
Brigham Young University 2002 — 2006
B.S., Accounting
Angel Shelburne's UBS Experience January 2002 - September 2004
Job Consultant • Daddy Warbucks for our Day •
Industry Information Technology and Services
Experience
A Plus Uno / Pina Dulce September 2004 - Present
SONAP 2011 - July 2014
UBS January 2002 - September 2004
Genesis Media Group January 1997 - January 2002
FranklinCovey January 1993 - January 1997
Skills
Strategic Partnerships, Strategy, Entrepreneurship, Business Development, CRM, Leadership, New Business Development, Strategic Planning, Selling, Management, Marketing Strategy, Customer Service, Sales Operations, Business Strategy, Operations Management, Program Management, Cloud Computing, Marketing, Social Media Marketing, Management Consulting, Training, Lead Generation, Sales Process, Integration, Market Research, Consulting, Sales, BPO, Strategic Consulting, Executive Management, SaaS, Account Management, Start-ups, Outsourcing, Customer Retention, Forecasting, Market Planning, Organizational..., Thought Leadership, International Business, Business Planning, B2B Marketing, Customer Acquisition, Mobile Devices, Online Marketing, Entrepreneur, Business Management, Digital Marketing, Marketing Management, Integrated Marketing
Education
Brigham Young University
Business and Spanish
University of Utah
Medical Biology, Medical Biology
A Plus Uno / Pina Dulce September 2004 - Present
SONAP 2011 - July 2014
UBS January 2002 - September 2004
Genesis Media Group January 1997 - January 2002
FranklinCovey January 1993 - January 1997
Skills
Strategic Partnerships, Strategy, Entrepreneurship, Business Development, CRM, Leadership, New Business Development, Strategic Planning, Selling, Management, Marketing Strategy, Customer Service, Sales Operations, Business Strategy, Operations Management, Program Management, Cloud Computing, Marketing, Social Media Marketing, Management Consulting, Training, Lead Generation, Sales Process, Integration, Market Research, Consulting, Sales, BPO, Strategic Consulting, Executive Management, SaaS, Account Management, Start-ups, Outsourcing, Customer Retention, Forecasting, Market Planning, Organizational..., Thought Leadership, International Business, Business Planning, B2B Marketing, Customer Acquisition, Mobile Devices, Online Marketing, Entrepreneur, Business Management, Digital Marketing, Marketing Management, Integrated Marketing
Education
Brigham Young University
Business and Spanish
University of Utah
Medical Biology, Medical Biology
Maxine Morphis-Riesbeck's UBS Experience May 2011 - September 2012
Job Consultant
Industry Writing and Editing
Experience
ProjectStory, Inc. January 2014 - Present
UBS May 2011 - September 2012
Advocate Health Care - ProjectStory Consultant December 2010 - April 2011
Lewis University September 2005 - March 2011
Royal Bank of Scotland - ProjectStory Consultant March 2008 - June 2009
LaSalle Bank - ProjectStory Consultant September 2007 - March 2008
ABN AMRO Bank - ProjectStory Consultant March 2006 - April 2007
North Central College 2004 - 2007
Oakton Community College 2002 - 2005
UBS 1995 - 2001
Skills
Information Management, Business Analysis, Project Management, Strategy, Analysis, Project Planning, Training, Business Development, Strategic Planning, Business Planning, Change Management, Business writing, Communications, Grant Writing
Education
Brandeis University
Ph.D.
ProjectStory, Inc. January 2014 - Present
UBS May 2011 - September 2012
Advocate Health Care - ProjectStory Consultant December 2010 - April 2011
Lewis University September 2005 - March 2011
Royal Bank of Scotland - ProjectStory Consultant March 2008 - June 2009
LaSalle Bank - ProjectStory Consultant September 2007 - March 2008
ABN AMRO Bank - ProjectStory Consultant March 2006 - April 2007
North Central College 2004 - 2007
Oakton Community College 2002 - 2005
UBS 1995 - 2001
Skills
Information Management, Business Analysis, Project Management, Strategy, Analysis, Project Planning, Training, Business Development, Strategic Planning, Business Planning, Change Management, Business writing, Communications, Grant Writing
Education
Brandeis University
Ph.D.
Gabrielle Clemens CDFA's UBS Experience October 2008 - Present
Job Vice President, Investments, Wealth Management, Certified Divorce Financial Analyst
Industry Financial Services
Experience
UBS October 2008 - Present
UBS 2008 - Present
Morgan Stanley Smith Barney February 1998 - October 2008
Ernst and Young, LLP June 1995 - February 1998
Skills
Estate Planning, Financial Planning, Finance, Investments, Wealth Management, Financial Services
Education
Boston University School of Law 1992 — 1993
LLM, Taxation
University of New Hampshire School of Law 1989 — 1992
JD, Divorce, Tax, Estate Planning Law
UBS October 2008 - Present
UBS 2008 - Present
Morgan Stanley Smith Barney February 1998 - October 2008
Ernst and Young, LLP June 1995 - February 1998
Skills
Estate Planning, Financial Planning, Finance, Investments, Wealth Management, Financial Services
Education
Boston University School of Law 1992 — 1993
LLM, Taxation
University of New Hampshire School of Law 1989 — 1992
JD, Divorce, Tax, Estate Planning Law
Julia Chu Julia Chu's UBS Experience June 2004 - April 2011
Job Head of Philanthropy, Director at Credit Suisse
Industry Legal Services
Experience
Credit Suisse April 2011 - Present
UBS June 2004 - April 2011
Prudential Securities September 1998 - March 2004
New York University School of Law August 1997 - September 1998
Fashion Institute of Technology January 1997 - July 1997
Skills
Philanthropy, Estate Planning, Wealth Management, Planned Giving, Trusts, Series 7, Strategic Financial..., Retirement Planning
Education
Cornell University 1983 — 1987
B.A., History
New York University School of Law 1991 — 1992
LL.M., Taxation
Boston University School of Law 1988 — 1991
Doctor of Law (J.D.)
Fashion Institute of Technology 1998 — 2000
Masters, Arts Administration
Credit Suisse April 2011 - Present
UBS June 2004 - April 2011
Prudential Securities September 1998 - March 2004
New York University School of Law August 1997 - September 1998
Fashion Institute of Technology January 1997 - July 1997
Skills
Philanthropy, Estate Planning, Wealth Management, Planned Giving, Trusts, Series 7, Strategic Financial..., Retirement Planning
Education
Cornell University 1983 — 1987
B.A., History
New York University School of Law 1991 — 1992
LL.M., Taxation
Boston University School of Law 1988 — 1991
Doctor of Law (J.D.)
Fashion Institute of Technology 1998 — 2000
Masters, Arts Administration
Robb Ruhr, CFA's UBS Experience June 2002 - December 2004
Job Director, Consultant Relations Analytic Investors
Industry Investment Management
Experience
Analytic Investors September 2014 - Present
GE Asset Management February 2013 - August 2014
GE Asset Management October 2006 - February 2013
GE Asset Management March 2005 - October 2006
UBS June 2002 - December 2004
UBS October 1998 - June 2002
Skills
Portfolio Optimization, Equities, Asset Managment, Investments, Asset Allocation, Capital Markets, Asset Management, Alternative Investments, Portfolio Management, Investment Strategies, Risk Management, Fixed Income, Hedge Funds, CRM, Bloomberg, Mutual Funds, Investment Management
Education
University of Calgary 1995 — 1998
B.A.
Briar Cliff University 1994 — 1995
Analytic Investors September 2014 - Present
GE Asset Management February 2013 - August 2014
GE Asset Management October 2006 - February 2013
GE Asset Management March 2005 - October 2006
UBS June 2002 - December 2004
UBS October 1998 - June 2002
Skills
Portfolio Optimization, Equities, Asset Managment, Investments, Asset Allocation, Capital Markets, Asset Management, Alternative Investments, Portfolio Management, Investment Strategies, Risk Management, Fixed Income, Hedge Funds, CRM, Bloomberg, Mutual Funds, Investment Management
Education
University of Calgary 1995 — 1998
B.A.
Briar Cliff University 1994 — 1995
Steve Savad Steve Savad's UBS Experience September 1993 - January 1995
Job President at DiSorb Systems, Inc.
Industry Medical Devices
Experience
DiSorb Systems, Inc. January 2015 - Present
Travelzoo January 2013 - Present
Travelzoo April 2011 - June 2013
Sysco iCare Marketing, Inc. January 2008 - March 2011
Restaurant.com January 2000 - January 2008
Global Securities, Inc. March 1995 - January 1999
UBS September 1993 - January 1995
UBS August 1991 - September 1993
Skills
Marketing, Entrepreneur, Non-profits, Entrepreneurship, Online Advertising, Management, Business Development, Leadership, Strategic Partnerships, Online Marketing, Start-ups, Management Consulting, Marketing Strategy, Program Management, Analytics, Strategic Planning, Sales, Nonprofits, Sales Management, Mergers & Acquisitions, Fundraising, Strategy, Lead Generation, CRM, Advertising, Product Development, E-commerce, New Business Development, Email Marketing, Training, Digital Marketing, Business Strategy, Business Planning, Social Media Marketing, Digital Strategy, Mobile Marketing, SEM, Digital Media, Salesforce.com, Direct Marketing, Competitive Analysis, B2B, Executive Management
Education
Brooklyn Law School 1990 — 1992
Doctor of Law (JD)
Union College 1985 — 1989
BA
DiSorb Systems, Inc. January 2015 - Present
Travelzoo January 2013 - Present
Travelzoo April 2011 - June 2013
Sysco iCare Marketing, Inc. January 2008 - March 2011
Restaurant.com January 2000 - January 2008
Global Securities, Inc. March 1995 - January 1999
UBS September 1993 - January 1995
UBS August 1991 - September 1993
Skills
Marketing, Entrepreneur, Non-profits, Entrepreneurship, Online Advertising, Management, Business Development, Leadership, Strategic Partnerships, Online Marketing, Start-ups, Management Consulting, Marketing Strategy, Program Management, Analytics, Strategic Planning, Sales, Nonprofits, Sales Management, Mergers & Acquisitions, Fundraising, Strategy, Lead Generation, CRM, Advertising, Product Development, E-commerce, New Business Development, Email Marketing, Training, Digital Marketing, Business Strategy, Business Planning, Social Media Marketing, Digital Strategy, Mobile Marketing, SEM, Digital Media, Salesforce.com, Direct Marketing, Competitive Analysis, B2B, Executive Management
Education
Brooklyn Law School 1990 — 1992
Doctor of Law (JD)
Union College 1985 — 1989
BA
Nathan Whittom Nathan Whittom's UBS Experience September 2006 - September 2008
Job Product Management Specialist at Grainger
Industry Business Supplies and Equipment
Experience
Grainger January 2014 - Present
Grainger September 2013 - Present
Grainger July 2012 - Present
Oakton Community College September 2009 - December 2014
UBS September 2006 - September 2008
Skills
Continuous Improvement, Product Management, Supplier Relationship..., Teaching Adults, College Teaching, Project Management
Education
Bradley University
Bachelor's Degree
Loyola University Chicago
Master's Degree
Grainger January 2014 - Present
Grainger September 2013 - Present
Grainger July 2012 - Present
Oakton Community College September 2009 - December 2014
UBS September 2006 - September 2008
Skills
Continuous Improvement, Product Management, Supplier Relationship..., Teaching Adults, College Teaching, Project Management
Education
Bradley University
Bachelor's Degree
Loyola University Chicago
Master's Degree
Robert Savery's UBS Experience 2011 - 2014
Job Director at NewOak Capital LLC
Industry Financial Services
Experience
NewOak Capital LLC 2015 - Present
Financial Services / Mortgage Industry 2014 - 2015
UBS 2011 - 2014
J.P. Morgan 2006 - 2008
Clayton 2000 - 2006
Border Trust Company 1998 - 2000
Beneficial Corporation 1988 - 1998
Skills
Asset Management, Credit, Credit Analysis, Loan Origination, Portfolio Management, Residential Homes, Residential Mortgages
Education
Bridgewater State University 1985 — 1989
Bachelor’s Degree, History
NewOak Capital LLC 2015 - Present
Financial Services / Mortgage Industry 2014 - 2015
UBS 2011 - 2014
J.P. Morgan 2006 - 2008
Clayton 2000 - 2006
Border Trust Company 1998 - 2000
Beneficial Corporation 1988 - 1998
Skills
Asset Management, Credit, Credit Analysis, Loan Origination, Portfolio Management, Residential Homes, Residential Mortgages
Education
Bridgewater State University 1985 — 1989
Bachelor’s Degree, History
Ryann Powell Gorczynski's UBS Experience May 2006 - April 2009
Job Buyer at New Jersey Resources
Industry Utilities
Experience
New Jersey Resources September 2015 - Present
KUBRA January 2010 - September 2015
UBS May 2006 - April 2009
Schoor DePalma January 2005 - May 2006
Fidelity Investments December 2003 - August 2004
Skills
Process Improvement, Visio, Vendor Management, Microsoft Office, Cross-functional Team..., Business Analysis, Analysis, Operations Management, Budgets, Team Leadership
Education
Boston University - School of Management 1999 — 2003
BSBA, Concentration in Marketing
New Jersey Resources September 2015 - Present
KUBRA January 2010 - September 2015
UBS May 2006 - April 2009
Schoor DePalma January 2005 - May 2006
Fidelity Investments December 2003 - August 2004
Skills
Process Improvement, Visio, Vendor Management, Microsoft Office, Cross-functional Team..., Business Analysis, Analysis, Operations Management, Budgets, Team Leadership
Education
Boston University - School of Management 1999 — 2003
BSBA, Concentration in Marketing
Forrest Grigg Forrest Grigg's UBS Experience April 2010 - July 2010
Job International Business Development at AMET Inc.
Industry Mechanical or Industrial Engineering
Experience
AMET Inc. October 2012 - Present
AMET Inc. July 2011 - September 2012
Brigham Young University - Idaho September 2010 - December 2010
UBS April 2010 - July 2010
Jensen Jewelers 2007 - 2008
Family Dollar 2005 - 2007
Skills
Leadership, Customer Service, Management, Microsoft Excel, Spreadsheets, Sales, Microsoft Office, Excel, PowerPoint, MS Project, Due Diligence, Project Management, Finance, Teamwork, Retail, Quickbooks, General Awesomeness, Accounting, Fireworks, Contract Negotiation, Microsoft Word, Data Analysis, Market Research, Team Building
Education
Utah State University - Jon M. Huntsman School of Business 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University - Idaho 2008 — 2010
Bachelor of Science, Business Management-Finance
AMET Inc. October 2012 - Present
AMET Inc. July 2011 - September 2012
Brigham Young University - Idaho September 2010 - December 2010
UBS April 2010 - July 2010
Jensen Jewelers 2007 - 2008
Family Dollar 2005 - 2007
Skills
Leadership, Customer Service, Management, Microsoft Excel, Spreadsheets, Sales, Microsoft Office, Excel, PowerPoint, MS Project, Due Diligence, Project Management, Finance, Teamwork, Retail, Quickbooks, General Awesomeness, Accounting, Fireworks, Contract Negotiation, Microsoft Word, Data Analysis, Market Research, Team Building
Education
Utah State University - Jon M. Huntsman School of Business 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University - Idaho 2008 — 2010
Bachelor of Science, Business Management-Finance
Ryan Bibler Ryan Bibler's UBS Experience January 2009 - Present
Job Senior Vice President Senior Portfolio Manager
Industry Investment Management
Experience
UBS January 2009 - Present
Education
Bowling Green State University 1996 — 2000
Bachelor of Science (BS), Business Administration, Finance
UBS January 2009 - Present
Education
Bowling Green State University 1996 — 2000
Bachelor of Science (BS), Business Administration, Finance
Timothy Gildersleeve's UBS Experience April 2011 - February 2012
Job Mac IT Support Professional
Industry Information Technology and Services
Experience
Legendary Entertainment May 2015 - Present
Wilshire Boulevard Temple May 2014 - February 2015
Swinerton Builders August 2013 - March 2014
Creative Artists Agency February 2013 - June 2013
Guggenheim Digital Media February 2012 - February 2013
UBS April 2011 - February 2012
SHI March 2008 - July 2010
MKR Liquors August 2005 - April 2008
Software House International June 2007 - March 2008
Skills
Outstanding Customer..., Mac OS X, Social Media, Problem Solving, Microsoft Office, Customer Service, Customer Relations, Hardware, OS X, Final Cut Pro, Management, Social Networking, Mac, Windows, Computer Hardware, Apple Certified, System Administration, Help Desk Support
Education
Rutgers University-New Brunswick 2006 — 2007
BA, Political Science
Brookdale Community College 2004 — 2005
Associates, Business Administration - Marketing
Virginia Polytechnic Institute and State University 2001 — 2003
N/A, Communication
Legendary Entertainment May 2015 - Present
Wilshire Boulevard Temple May 2014 - February 2015
Swinerton Builders August 2013 - March 2014
Creative Artists Agency February 2013 - June 2013
Guggenheim Digital Media February 2012 - February 2013
UBS April 2011 - February 2012
SHI March 2008 - July 2010
MKR Liquors August 2005 - April 2008
Software House International June 2007 - March 2008
Skills
Outstanding Customer..., Mac OS X, Social Media, Problem Solving, Microsoft Office, Customer Service, Customer Relations, Hardware, OS X, Final Cut Pro, Management, Social Networking, Mac, Windows, Computer Hardware, Apple Certified, System Administration, Help Desk Support
Education
Rutgers University-New Brunswick 2006 — 2007
BA, Political Science
Brookdale Community College 2004 — 2005
Associates, Business Administration - Marketing
Virginia Polytechnic Institute and State University 2001 — 2003
N/A, Communication
Ford Poston's UBS Experience April 2015 - Present
Job Account Vice President at UBS
Industry Financial Services
Experience
UBS April 2015 - Present
Merrill Lynch March 2007 - April 2015
KeyBank December 2005 - March 2007
Microsoft/VMC 2001 - 2005
Education
Brigham Young University 1997 — 2000
Bachelor of Science (B.S.)
UBS April 2015 - Present
Merrill Lynch March 2007 - April 2015
KeyBank December 2005 - March 2007
Microsoft/VMC 2001 - 2005
Education
Brigham Young University 1997 — 2000
Bachelor of Science (B.S.)
David Goar David Goar's UBS Experience January 2007 - March 2015
Job Wealth Manager at Research Financial Strategies
Industry Financial Services
Experience
Research Financial Strategies March 2015 - Present
UBS January 2007 - March 2015
Merck June 2005 - January 2007
Merck September 2001 - June 2005
Skills
Wealth Management, Investments, Finance, Retirement Planning, Asset Management, 401k, Investment Strategies, Financial Planning, Estate Planning
Education
Brigham Young University 1998 — 2001
Bachelor's Degree, Sociology
Research Financial Strategies March 2015 - Present
UBS January 2007 - March 2015
Merck June 2005 - January 2007
Merck September 2001 - June 2005
Skills
Wealth Management, Investments, Finance, Retirement Planning, Asset Management, 401k, Investment Strategies, Financial Planning, Estate Planning
Education
Brigham Young University 1998 — 2001
Bachelor's Degree, Sociology
Joshua A. Levine Joshua A. Levine's UBS Experience June 2012 - August 2012
Job Associate, J.P. Morgan Equity Research
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
UBS June 2012 - August 2012
Nine Thirty Capital Management, LLC February 2009 - June 2011
Rebus Partners LLC July 2008 - February 2009
RiverPark Capital, LLC October 2006 - July 2008
Ivy Asset Management June 2006 - October 2006
Sandler O'Neill & Partners May 2005 - August 2005
Royal Bank of Scotland February 2005 - May 2005
Skills
Asset Managment, Financial Modeling, Private Equity, Investments, Asset Management, Portfolio Management, Capital Markets, Due Diligence, Equity Research, Hedge Funds
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Capital Markets and Asset Management
Brandeis University 2002 — 2006
Bachelor of Arts, History & Business
Boston University London Internship 2005 — 2005
Business
J.P. Morgan July 2013 - Present
UBS June 2012 - August 2012
Nine Thirty Capital Management, LLC February 2009 - June 2011
Rebus Partners LLC July 2008 - February 2009
RiverPark Capital, LLC October 2006 - July 2008
Ivy Asset Management June 2006 - October 2006
Sandler O'Neill & Partners May 2005 - August 2005
Royal Bank of Scotland February 2005 - May 2005
Skills
Asset Managment, Financial Modeling, Private Equity, Investments, Asset Management, Portfolio Management, Capital Markets, Due Diligence, Equity Research, Hedge Funds
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Capital Markets and Asset Management
Brandeis University 2002 — 2006
Bachelor of Arts, History & Business
Boston University London Internship 2005 — 2005
Business
Alexander Levin Alexander Levin's UBS Experience March 2001 - June 2006
Job
Industry Human Resources
Experience
Advanced Nutrients Ltd. September 2014 - June 2015
VTB Capital July 2010 - November 2013
CHC Helicopter January 2009 - June 2010
Rich Products Corporation June 2006 - December 2008
UBS March 2001 - June 2006
British American Tobacco 2000 - 2001
British American Tobacco 1998 - 2000
British American Tobacco 1997 - 1998
The Russian Connection (GEMM Consulting) 1996 - 1997
IREX (International Research & Exchanges Board) 1994 - 1996
Skills
Employee Relations, Human Resources, Recruiting, Talent Management, Management, Deferred Compensation, Performance Management, Cross-functional Team..., Organizational..., Succession Planning, Strategic Human..., Change Management, International, Cross-cultural, Real Estate Investor, Political Science, International Relations, International HR, Global Compensation, Global Human Resources..., Human Resource..., Business Partner..., Vendor Management, HR Consulting, HR Policies, HRIS, Compensation & Benefit, Compensation & Benefits
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
The Business of Human Resources
University at Buffalo 1992 — 1994
Bachelors, International Relations & Political Science
Bowling Green State University 1990 — 1992
Sweet Home High School 1986 — 1990
Capella University
Advanced Nutrients Ltd. September 2014 - June 2015
VTB Capital July 2010 - November 2013
CHC Helicopter January 2009 - June 2010
Rich Products Corporation June 2006 - December 2008
UBS March 2001 - June 2006
British American Tobacco 2000 - 2001
British American Tobacco 1998 - 2000
British American Tobacco 1997 - 1998
The Russian Connection (GEMM Consulting) 1996 - 1997
IREX (International Research & Exchanges Board) 1994 - 1996
Skills
Employee Relations, Human Resources, Recruiting, Talent Management, Management, Deferred Compensation, Performance Management, Cross-functional Team..., Organizational..., Succession Planning, Strategic Human..., Change Management, International, Cross-cultural, Real Estate Investor, Political Science, International Relations, International HR, Global Compensation, Global Human Resources..., Human Resource..., Business Partner..., Vendor Management, HR Consulting, HR Policies, HRIS, Compensation & Benefit, Compensation & Benefits
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
The Business of Human Resources
University at Buffalo 1992 — 1994
Bachelors, International Relations & Political Science
Bowling Green State University 1990 — 1992
Sweet Home High School 1986 — 1990
Capella University
Adam Grossack's UBS Experience June 2013 - September 2014
Job Project Mgr & Biz Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
American Contract Bridge League January 2008 - Present
UBS June 2013 - September 2014
Law offices of James E. Neyman and Associates June 2012 - August 2012
Ace Ticket, Inc. January 2010 - June 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Customer Service, Event Planning, Public Speaking, Teamwork, Editing, Fundraising, Social Networking, Leadership, Facebook, Data Analysis, Nonprofits, Time Management, Public Relations, Event Management, Social Media Marketing, Blogging, English, Team Leadership, Teaching, Strategic Planning, Marketing Communications, Financial Analysis, Strategy, Budgets, Analysis, Marketing, Marketing Strategy, Entrepreneurship, Coaching, Project Management, Team Building, Sales, Bloomberg
Education
Brandeis University 2010 — 2014
Bachelor's degree, Business Administration and Management, General
TIAA-CREF September 2014 - Present
American Contract Bridge League January 2008 - Present
UBS June 2013 - September 2014
Law offices of James E. Neyman and Associates June 2012 - August 2012
Ace Ticket, Inc. January 2010 - June 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Customer Service, Event Planning, Public Speaking, Teamwork, Editing, Fundraising, Social Networking, Leadership, Facebook, Data Analysis, Nonprofits, Time Management, Public Relations, Event Management, Social Media Marketing, Blogging, English, Team Leadership, Teaching, Strategic Planning, Marketing Communications, Financial Analysis, Strategy, Budgets, Analysis, Marketing, Marketing Strategy, Entrepreneurship, Coaching, Project Management, Team Building, Sales, Bloomberg
Education
Brandeis University 2010 — 2014
Bachelor's degree, Business Administration and Management, General
Rahim Rupani Rahim Rupani's UBS Experience January 2011 - April 2011
Job Entrepreneur
Industry Internet
Experience
UProof, LLC November 2012 - Present
Blue Track Media January 2012 - July 2012
SMI Lending January 2008 - September 2011
UBS January 2011 - April 2011
Mustang Textbooks July 2009 - August 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg Terminal, Corporate Finance, Investments, Valuation, Credit Analysis, Asset Management, Bloomberg, Finance, Internet Entrepreneur, Start-ups, Entrepreneurship, Educational Technology, Start-up Ventures, Creative..., Blended Learning, Marketing Strategy, Entrepreneurship..., Managing Start-ups, Social Entrepreneurship, Connecting People, Technology Start-up, Economics, Venture Capital, Accounting, Financial Statement..., Portfolio Management, Management
Education
Southern Methodist University - Cox School of Business 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Brookhaven Community College 2007 — 2008
Hebron high school
UProof, LLC November 2012 - Present
Blue Track Media January 2012 - July 2012
SMI Lending January 2008 - September 2011
UBS January 2011 - April 2011
Mustang Textbooks July 2009 - August 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg Terminal, Corporate Finance, Investments, Valuation, Credit Analysis, Asset Management, Bloomberg, Finance, Internet Entrepreneur, Start-ups, Entrepreneurship, Educational Technology, Start-up Ventures, Creative..., Blended Learning, Marketing Strategy, Entrepreneurship..., Managing Start-ups, Social Entrepreneurship, Connecting People, Technology Start-up, Economics, Venture Capital, Accounting, Financial Statement..., Portfolio Management, Management
Education
Southern Methodist University - Cox School of Business 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Brookhaven Community College 2007 — 2008
Hebron high school
Jack Piper Jack Piper's UBS Experience January 2015 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS January 2015 - Present
Bainco International Investors July 2014 - January 2015
Bainco International Investors January 2013 - July 2014
Bainco International Investors June 2005 - December 2012
Education
Bowdoin College 2001 — 2005
UBS January 2015 - Present
Bainco International Investors July 2014 - January 2015
Bainco International Investors January 2013 - July 2014
Bainco International Investors June 2005 - December 2012
Education
Bowdoin College 2001 — 2005
Corey Briskin Corey Briskin's UBS Experience January 2012 - June 2012
Job Assistant District Attorney at Nassau County District Attorney
Industry Legal Services
Experience
Nassau County District Attorney June 2013 - Present
United States Attorney's Office August 2012 - May 2013
Mayor's Office of Special Enforcement May 2012 - August 2012
UBS January 2012 - June 2012
The Legal Aid Society August 2011 - December 2011
New York Supreme Court May 2011 - August 2011
The Brandman Agency May 2010 - August 2010
Newman Ferrara LLP May 2009 - August 2009
Time Out New York June 2008 - July 2008
Massachusetts State House September 2007 - December 2007
Skills
Legal Research, Press Releases, Civil Litigation, Writing, Research, Litigation, Pleadings, Hearings, Editing, Public Speaking
Education
Brooklyn Law School 2010 — 2013
Juris Doctor, Criminal Law Certificate
Brooklyn Law School 2010 — 2013
Juris Doctor
Tufts University 2006 — 2010
Bachelor of Arts, English
Tufts University 2006 — 2010
Bachelor of Arts, English
Université Panthéon Sorbonne (Paris I) 2009 — 2009
French, History, Art History
University of Cape Town 2008 — 2008
English, Sociology, Art History
Nassau County District Attorney June 2013 - Present
United States Attorney's Office August 2012 - May 2013
Mayor's Office of Special Enforcement May 2012 - August 2012
UBS January 2012 - June 2012
The Legal Aid Society August 2011 - December 2011
New York Supreme Court May 2011 - August 2011
The Brandman Agency May 2010 - August 2010
Newman Ferrara LLP May 2009 - August 2009
Time Out New York June 2008 - July 2008
Massachusetts State House September 2007 - December 2007
Skills
Legal Research, Press Releases, Civil Litigation, Writing, Research, Litigation, Pleadings, Hearings, Editing, Public Speaking
Education
Brooklyn Law School 2010 — 2013
Juris Doctor, Criminal Law Certificate
Brooklyn Law School 2010 — 2013
Juris Doctor
Tufts University 2006 — 2010
Bachelor of Arts, English
Tufts University 2006 — 2010
Bachelor of Arts, English
Université Panthéon Sorbonne (Paris I) 2009 — 2009
French, History, Art History
University of Cape Town 2008 — 2008
English, Sociology, Art History
Donn Sant Donn Sant's UBS Experience September 2005 - Present
Job Senior VP at UBS
Industry Financial Services
Experience
UBS September 2005 - Present
Morgan Stanley 1986 - 2005
Education
Brigham Young University 1974 — 1980
BS, Finance
UBS September 2005 - Present
Morgan Stanley 1986 - 2005
Education
Brigham Young University 1974 — 1980
BS, Finance
Alan Oberlin, JD, MA Alan Oberlin, JD, MA's UBS Experience January 1999 - September 2002
Job Leader in HR, Talent Management, Culture—Change—Diversity Integration and Organization Performance
Industry Human Resources
Experience
Editorial RED January 2013 - Present
Horizon Media January 2011 - December 2012
HRD Consulting 2008 - 2010
MMC-Marsh & McLennan Companies, Inc January 2007 - January 2008
Columbia University 2006 - 2007
HRD Consulting 2003 - 2005
UBS January 1999 - September 2002
MTV Networks January 1994 - January 1999
Harvard University June 1985 - September 1993
Harvard University January 1989 - May 1993
Skills
Talent Management, Succession Planning, Organizational..., Performance Management, Employee Engagement, Leadership Development, Executive Coaching, Onboarding, Organizational..., Leadership, Coaching, Change Management, Organizational Design, Team Building, Strategic Planning, Career Development, Instructional Design, 360 Feedback, Career Counseling, High Potential..., Executive Development, Talent Assessment, Talent Development, Organizational Learning, Mentoring, Employee Relations, Recruiting, Negotiation, Management Development, HR Consulting, Management Consulting, Budgets, Curriculum Development, Performance Improvement, Communications Strategy, Vendor Relationships, Program Facilitation, Organizational Change, HR Strategy, Global HR, Job Analysis, Organizational Structure, HR Metrics, Strategy Development, Leadership and..., Needs Analysis, Behavioral Interviewing, Learning Management, Interviewing, Change Leadership
Education
Harvard Business School
Executive Education
Harvard University
A. B. [Honors], East Asian Languages & Civilizations - China
Harvard University
A. M., Chinese History & Philosophy
Brooklyn Law School
JD, Employment Law; Employment Discrimination & Diversity & Labor Law
Editorial RED January 2013 - Present
Horizon Media January 2011 - December 2012
HRD Consulting 2008 - 2010
MMC-Marsh & McLennan Companies, Inc January 2007 - January 2008
Columbia University 2006 - 2007
HRD Consulting 2003 - 2005
UBS January 1999 - September 2002
MTV Networks January 1994 - January 1999
Harvard University June 1985 - September 1993
Harvard University January 1989 - May 1993
Skills
Talent Management, Succession Planning, Organizational..., Performance Management, Employee Engagement, Leadership Development, Executive Coaching, Onboarding, Organizational..., Leadership, Coaching, Change Management, Organizational Design, Team Building, Strategic Planning, Career Development, Instructional Design, 360 Feedback, Career Counseling, High Potential..., Executive Development, Talent Assessment, Talent Development, Organizational Learning, Mentoring, Employee Relations, Recruiting, Negotiation, Management Development, HR Consulting, Management Consulting, Budgets, Curriculum Development, Performance Improvement, Communications Strategy, Vendor Relationships, Program Facilitation, Organizational Change, HR Strategy, Global HR, Job Analysis, Organizational Structure, HR Metrics, Strategy Development, Leadership and..., Needs Analysis, Behavioral Interviewing, Learning Management, Interviewing, Change Leadership
Education
Harvard Business School
Executive Education
Harvard University
A. B. [Honors], East Asian Languages & Civilizations - China
Harvard University
A. M., Chinese History & Philosophy
Brooklyn Law School
JD, Employment Law; Employment Discrimination & Diversity & Labor Law
Jennifer Engstler Jennifer Engstler's UBS Experience March 1999 - May 2006
Job Legal Assistant at HSBC
Industry Financial Services
Experience
HSBC Securities March 2013 - Present
HSBC 2013 - 2014
Barclays Capital June 2010 - March 2013
Forest Laboratories March 2010 - April 2010
Temporary Alternatives(Temp Agency) July 2009 - January 2010
BNP Paribas Fortis 2009 - 2010
NorthStar Realty Finance Corp June 2006 - December 2008
UBS March 1999 - May 2006
UBS 1999 - 2006
Credit Lyonnais March 1995 - February 1999
Skills
Event Planning, Project Management, Business Development, Editing, Equities, PowerPoint, Microsoft Excel, Microsoft Office, Investments, Bloomberg, Spanish, Outlook, Asset Managment, Marketing, Administrative..., Microsoft Word, Social Media, Office Management, Securities, Management, Leadership, Fundraising
Education
Bradford College 1988 — 1992
BA, Independent-Creative Arts, Spanish
Universidad de Sevilla 1990 — 1991
Spanish
HSBC Securities March 2013 - Present
HSBC 2013 - 2014
Barclays Capital June 2010 - March 2013
Forest Laboratories March 2010 - April 2010
Temporary Alternatives(Temp Agency) July 2009 - January 2010
BNP Paribas Fortis 2009 - 2010
NorthStar Realty Finance Corp June 2006 - December 2008
UBS March 1999 - May 2006
UBS 1999 - 2006
Credit Lyonnais March 1995 - February 1999
Skills
Event Planning, Project Management, Business Development, Editing, Equities, PowerPoint, Microsoft Excel, Microsoft Office, Investments, Bloomberg, Spanish, Outlook, Asset Managment, Marketing, Administrative..., Microsoft Word, Social Media, Office Management, Securities, Management, Leadership, Fundraising
Education
Bradford College 1988 — 1992
BA, Independent-Creative Arts, Spanish
Universidad de Sevilla 1990 — 1991
Spanish
Nicole Lenchner's UBS Experience May 2013 - August 2013
Job Internal Audit Intern at COTY Inc.
Industry Accounting
Experience
COTY Inc. June 2015 - August 2015
Grayling September 2014 - December 2014
PHD Worldwide May 2014 - August 2014
UBS May 2013 - August 2013
US Small Business Administration September 2012 - December 2012
Scarsdale Public Schools March 2012 - June 2012
Beth El Day Camp June 2009 - August 2011
Scarsdale Recreational Camp June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, PowerPoint, Economics, Economic Statistics, Management, Public Speaking, Project Management, Leadership, Marketing, Facebook, Editing, Event Planning, Finance, Social Networking, Social Media, Fundraising
Education
Brandeis University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Business, Junior
Scarsdale High School 2008 — 2012
High School Diploma, Business and Economics
COTY Inc. June 2015 - August 2015
Grayling September 2014 - December 2014
PHD Worldwide May 2014 - August 2014
UBS May 2013 - August 2013
US Small Business Administration September 2012 - December 2012
Scarsdale Public Schools March 2012 - June 2012
Beth El Day Camp June 2009 - August 2011
Scarsdale Recreational Camp June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, PowerPoint, Economics, Economic Statistics, Management, Public Speaking, Project Management, Leadership, Marketing, Facebook, Editing, Event Planning, Finance, Social Networking, Social Media, Fundraising
Education
Brandeis University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Business, Junior
Scarsdale High School 2008 — 2012
High School Diploma, Business and Economics
Matthew Shaughnessy Matthew Shaughnessy's UBS Experience November 2008 - Present
Job Associate Director Branch Manager at UBS
Industry Financial Services
Experience
UBS November 2008 - Present
Education
Brigham Young University 1986 — 1989
BS, Finance
UBS November 2008 - Present
Education
Brigham Young University 1986 — 1989
BS, Finance
Bryan J. Zaslow's UBS Experience October 2001 - February 2003
Job Chief Ninja / JBCStyle, JBCconnect, JBCPlatform & Janou Pakter
Industry Staffing and Recruiting
Experience
JBCStyle / JBCconnect / JBCPlatform January 2006 - Present
Janou Pakter January 2012 - Present
The Ira Zaslow Foundation September 2001 - Present
GlobeOp Financial Services February 2003 - August 2005
UBS October 2001 - February 2003
Skills
E-commerce, Social Media Marketing, Social Networking, Digital Marketing, Retail, Strategic Planning, Marketing Strategy, Business Strategy, Business Intelligence, Business Analysis, Management, Sales, Human Resources, Recruiting, Talent Management, Merchandising, Sourcing, Public Relations, Program Management, Apparel, Team Building, Brand Development, CRM, Email Marketing, Competitive Analysis, Team Management, Fashion, Strategy, Product Development, Negotiation, Leadership, Customer Service, Marketing, Business Planning, Entrepreneurship, Salesforce.com, Advertising, Market Research, Luxury Goods, Business Development, Marketing Communications, New Business Development, Executive Management, Temporary Placement, Time Management, Finance, Strategic Partnerships, Social Media, Sales Management, Account Management
Education
Brooklyn Law School 1997 — 2000
Juris Doctor
University at Albany, SUNY 1993 — 1997
Business Administration
JBCStyle / JBCconnect / JBCPlatform January 2006 - Present
Janou Pakter January 2012 - Present
The Ira Zaslow Foundation September 2001 - Present
GlobeOp Financial Services February 2003 - August 2005
UBS October 2001 - February 2003
Skills
E-commerce, Social Media Marketing, Social Networking, Digital Marketing, Retail, Strategic Planning, Marketing Strategy, Business Strategy, Business Intelligence, Business Analysis, Management, Sales, Human Resources, Recruiting, Talent Management, Merchandising, Sourcing, Public Relations, Program Management, Apparel, Team Building, Brand Development, CRM, Email Marketing, Competitive Analysis, Team Management, Fashion, Strategy, Product Development, Negotiation, Leadership, Customer Service, Marketing, Business Planning, Entrepreneurship, Salesforce.com, Advertising, Market Research, Luxury Goods, Business Development, Marketing Communications, New Business Development, Executive Management, Temporary Placement, Time Management, Finance, Strategic Partnerships, Social Media, Sales Management, Account Management
Education
Brooklyn Law School 1997 — 2000
Juris Doctor
University at Albany, SUNY 1993 — 1997
Business Administration
Stephanie Pestrak Stephanie Pestrak's UBS Experience July 2005 - September 2007
Job Management Consultant
Industry Information Technology and Services
Experience
Northern Trust September 2014 - September 2015
Health Care Services Corp June 2008 - February 2011
Morgan Stanley Credit Corp October 2007 - May 2008
UBS July 2005 - September 2007
Aon November 2001 - July 2005
Allstate February 1997 - August 2000
Kemper April 1994 - August 1997
Additional Experience June 1982 - April 1994
Skills
SDLC, Vendor Management, Process Improvement, IT Strategy, Visio, PMP, Business Intelligence, Enterprise Architecture, Business Analysis, Requirements Gathering, Data Warehousing, Requirements Analysis, Software Project..., PMO, Program Management, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Financial Management
Bradley University 1980 — 1982
Bachelor of Science (B.S.), Computer Science
Northern Trust September 2014 - September 2015
Health Care Services Corp June 2008 - February 2011
Morgan Stanley Credit Corp October 2007 - May 2008
UBS July 2005 - September 2007
Aon November 2001 - July 2005
Allstate February 1997 - August 2000
Kemper April 1994 - August 1997
Additional Experience June 1982 - April 1994
Skills
SDLC, Vendor Management, Process Improvement, IT Strategy, Visio, PMP, Business Intelligence, Enterprise Architecture, Business Analysis, Requirements Gathering, Data Warehousing, Requirements Analysis, Software Project..., PMO, Program Management, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Financial Management
Bradley University 1980 — 1982
Bachelor of Science (B.S.), Computer Science
Allen Meyer's UBS Experience 2000 - 2002
Job Compliance
Industry Financial Services
Experience
Barclays May 2014 - June 2015
Barclays October 2014 - March 2015
Barclays December 2011 - May 2014
Credit Suisse January 2011 - December 2011
Credit Suisse September 2005 - January 2011
Credit Suisse 2002 - 2005
UBS 2000 - 2002
PaineWebber 1996 - 2000
PaineWebber 1996 - 1996
PaineWebber 1995 - 1996
Skills
Financial Services..., Financial Services, Strategy, Management, Internal Controls, Risk Management, Project Management, Capital Markets
Education
Boston University School of Law 1985 — 1988
Juris Doctor (J.D.), Law
Emory University 1981 — 1985
Bachelor’s Degree, History/Political Science
Blind Brook High School, Rye Brook NY 1978 — 1981
Barclays May 2014 - June 2015
Barclays October 2014 - March 2015
Barclays December 2011 - May 2014
Credit Suisse January 2011 - December 2011
Credit Suisse September 2005 - January 2011
Credit Suisse 2002 - 2005
UBS 2000 - 2002
PaineWebber 1996 - 2000
PaineWebber 1996 - 1996
PaineWebber 1995 - 1996
Skills
Financial Services..., Financial Services, Strategy, Management, Internal Controls, Risk Management, Project Management, Capital Markets
Education
Boston University School of Law 1985 — 1988
Juris Doctor (J.D.), Law
Emory University 1981 — 1985
Bachelor’s Degree, History/Political Science
Blind Brook High School, Rye Brook NY 1978 — 1981
Sabina Nyckowski's UBS Experience 2007 - 2008
Job Experienced Finance Professional
Industry Financial Services
Experience
Baron Fig May 2015 - August 2015
Guggenheim Partners January 2014 - April 2015
Guggenheim Partners December 2011 - January 2014
Levitt Capital September 2010 - December 2011
Espirito Santo Investment 2009 - 2010
Merrill Lynch 2008 - 2009
UBS 2007 - 2008
Other Work Experience July 2003 - March 2007
Skills
Investments, Portfolio Management, Equity Research, Financial Modeling, Due Diligence, Trading, Strategy, Valuation, IPO, Bloomberg, CRM, Market Research, Corporate Finance, Capital Markets, Asset Management, Mutual Funds, Emerging Markets, Alternative Investments, Investment Banking, Financial Analysis, Equities, Financial Markets, Private Equity, Derivatives, Mergers & Acquisitions, Securities, Venture Capital, Structured Finance
Education
New York University 2014 — 2017
Master of Business Administration (M.B.A.)
Bradley University 2002 — 2005
Bachelor of Science (B.S.), Communications
Lorenzo de Medici, Florence, Italy
Baron Fig May 2015 - August 2015
Guggenheim Partners January 2014 - April 2015
Guggenheim Partners December 2011 - January 2014
Levitt Capital September 2010 - December 2011
Espirito Santo Investment 2009 - 2010
Merrill Lynch 2008 - 2009
UBS 2007 - 2008
Other Work Experience July 2003 - March 2007
Skills
Investments, Portfolio Management, Equity Research, Financial Modeling, Due Diligence, Trading, Strategy, Valuation, IPO, Bloomberg, CRM, Market Research, Corporate Finance, Capital Markets, Asset Management, Mutual Funds, Emerging Markets, Alternative Investments, Investment Banking, Financial Analysis, Equities, Financial Markets, Private Equity, Derivatives, Mergers & Acquisitions, Securities, Venture Capital, Structured Finance
Education
New York University 2014 — 2017
Master of Business Administration (M.B.A.)
Bradley University 2002 — 2005
Bachelor of Science (B.S.), Communications
Lorenzo de Medici, Florence, Italy
Christine Fitzgerald Christine Fitzgerald's UBS Experience October 2013 - Present
Job Director and Counsel, Employment Legal Americas at UBS
Industry Law Practice
Experience
UBS October 2013 - Present
Hughes Hubbard & Reed LLP September 2000 - October 2013
Skills
Litigation, Arbitration, Legal Research, Commercial Litigation, Civil Litigation, Appeals, Legal Writing, Corporate Governance
Education
Boston University School of Law 1997 — 2000
Doctor of Law (JD)
Cornell University 1993 — 1997
Bachelor of Science (BS), Industrial and Labor Relations
UBS October 2013 - Present
Hughes Hubbard & Reed LLP September 2000 - October 2013
Skills
Litigation, Arbitration, Legal Research, Commercial Litigation, Civil Litigation, Appeals, Legal Writing, Corporate Governance
Education
Boston University School of Law 1997 — 2000
Doctor of Law (JD)
Cornell University 1993 — 1997
Bachelor of Science (BS), Industrial and Labor Relations
Jeffay Chang's UBS Experience May 1999 - April 2004
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2004 - Present
CLSC 2012 - 2014
UBS May 1999 - April 2004
US Trust March 1995 - May 1999
Skills
Estate Planning, Trust Services, Personal Financial..., Wealth Preservation..., Wealth Management..., High Net Worth..., Strategy, Asset Management, Portfolio Management, Alternative Investments, Finance, Investment Management, Wealth Management, Financial Planning, Securities, Corporate Law, Investments, Private Equity, Series 7
Education
Fordham University School of Law 1991 — 1994
JD
Brandeis University 1987 — 1991
BA
King's College London 1990 — 1990
Goldman Sachs April 2004 - Present
CLSC 2012 - 2014
UBS May 1999 - April 2004
US Trust March 1995 - May 1999
Skills
Estate Planning, Trust Services, Personal Financial..., Wealth Preservation..., Wealth Management..., High Net Worth..., Strategy, Asset Management, Portfolio Management, Alternative Investments, Finance, Investment Management, Wealth Management, Financial Planning, Securities, Corporate Law, Investments, Private Equity, Series 7
Education
Fordham University School of Law 1991 — 1994
JD
Brandeis University 1987 — 1991
BA
King's College London 1990 — 1990
Nicholas Robbins's UBS Experience 2003 - 2005
Job Interim Chief Legal Officer
Industry Consumer Services
Experience
LifeLock February 2015 - Present
LifeLock January 2013 - February 2015
LifeLock January 2011 - January 2013
Cash4Gold.com October 2009 - August 2010
Angel Investment Forum of Florida 2005 - 2010
Gunster Yoakley September 2005 - December 2009
UBS 2003 - 2005
Testa, Hurwitz & Thibeault LLP 1997 - 2002
Skills
Mergers, Venture Capital, Privacy, Social Media, Securities, Online Marketing, Corporate Law, Business Development, Corporate Governance, Entrepreneurship, Intellectual Property, Licensing, Management, Marketing Strategy, Mergers, Privacy Law, Private Equity, Risk Management, Start-ups, Strategic Partnerships, Strategy
Education
Boston University School of Law 1994 — 1997
JD
Connecticut College 1986 — 1990
BA
LifeLock February 2015 - Present
LifeLock January 2013 - February 2015
LifeLock January 2011 - January 2013
Cash4Gold.com October 2009 - August 2010
Angel Investment Forum of Florida 2005 - 2010
Gunster Yoakley September 2005 - December 2009
UBS 2003 - 2005
Testa, Hurwitz & Thibeault LLP 1997 - 2002
Skills
Mergers, Venture Capital, Privacy, Social Media, Securities, Online Marketing, Corporate Law, Business Development, Corporate Governance, Entrepreneurship, Intellectual Property, Licensing, Management, Marketing Strategy, Mergers, Privacy Law, Private Equity, Risk Management, Start-ups, Strategic Partnerships, Strategy
Education
Boston University School of Law 1994 — 1997
JD
Connecticut College 1986 — 1990
BA
Andrew Fishman's UBS Experience June 1996 - April 2000
Job president at schonfeld group
Industry Financial Services
Experience
schonfeld group 2004 - Present
Schonfeld Fund Advisors LLC 2005 - 2009
UBS June 1996 - April 2000
Skills
Hedge Funds, Alternative Investments, Capital Markets, Asset Management, Fixed Income, Investments, Portfolio Management, Equities, Derivatives, Private Equity
Education
Boston University School of Law 1981 — 1984
Doctor of Law (JD), Cum Laude
Emory University 1977 — 1981
BA, Political Science
Bellmore JFK high school
schonfeld group 2004 - Present
Schonfeld Fund Advisors LLC 2005 - 2009
UBS June 1996 - April 2000
Skills
Hedge Funds, Alternative Investments, Capital Markets, Asset Management, Fixed Income, Investments, Portfolio Management, Equities, Derivatives, Private Equity
Education
Boston University School of Law 1981 — 1984
Doctor of Law (JD), Cum Laude
Emory University 1977 — 1981
BA, Political Science
Bellmore JFK high school
Michael Velasco, CTP's UBS Experience June 1998 - February 2000
Job Senior Manager, Treasury at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America June 2014 - Present
Morgan Stanley July 2012 - April 2014
Citigroup February 2011 - July 2012
SunTrust Bank July 2005 - August 2010
Citigroup February 2000 - March 2005
UBS June 1998 - February 2000
Skills
Funding, Liquidity Risk, Trading, Treasury Management, FX Options, Liquidity Management, Capital Markets, Basel III, Analysis, Fixed Income, Treasury
Education
Boston University - School of Management
Florida State University
Master of Business Administration (MBA)
Hyundai Capital America June 2014 - Present
Morgan Stanley July 2012 - April 2014
Citigroup February 2011 - July 2012
SunTrust Bank July 2005 - August 2010
Citigroup February 2000 - March 2005
UBS June 1998 - February 2000
Skills
Funding, Liquidity Risk, Trading, Treasury Management, FX Options, Liquidity Management, Capital Markets, Basel III, Analysis, Fixed Income, Treasury
Education
Boston University - School of Management
Florida State University
Master of Business Administration (MBA)
Richard DeWald's UBS Experience September 1988 - December 2001
Job Enterprise Security Architect at GE Capital
Industry Financial Services
Experience
GE Capital November 2012 - Present
Goldman Sachs October 2005 - October 2012
GE Consumer Finance March 2003 - October 2005
Perfectway Corporation January 2002 - January 2003
UBS September 1988 - December 2001
Skills
Program Management, PMO, Business Analysis, Business Alignment, Six Sigma, IT Strategy, IT Governance, Information Security..., Risk Assessment, Risk Management, CISM, Application Development, Application Security, Vendor Management, IT Operations, Business Requirements, Financial Management, Incident Management, Process Development, Database Design
Education
Boston University - School of Management
BS
Boston University Graduate School of Management
MS
GE Capital November 2012 - Present
Goldman Sachs October 2005 - October 2012
GE Consumer Finance March 2003 - October 2005
Perfectway Corporation January 2002 - January 2003
UBS September 1988 - December 2001
Skills
Program Management, PMO, Business Analysis, Business Alignment, Six Sigma, IT Strategy, IT Governance, Information Security..., Risk Assessment, Risk Management, CISM, Application Development, Application Security, Vendor Management, IT Operations, Business Requirements, Financial Management, Incident Management, Process Development, Database Design
Education
Boston University - School of Management
BS
Boston University Graduate School of Management
MS
Trent Kirby's UBS Experience July 2002 - February 2004
Job
Industry Wholesale
Experience
Paparazzi 2008 - Present
Xtreme Sponge February 2004 - Present
UBS July 2002 - February 2004
Skills
Entrepreneurship, Business Development, Sales, Small Business, Product Development, Financial Analysis, Operations Management, Strategic Financial..., Microsoft Office, Executive Management, Microsoft Excel
Education
Brigham Young University 1999 — 2002
Paparazzi 2008 - Present
Xtreme Sponge February 2004 - Present
UBS July 2002 - February 2004
Skills
Entrepreneurship, Business Development, Sales, Small Business, Product Development, Financial Analysis, Operations Management, Strategic Financial..., Microsoft Office, Executive Management, Microsoft Excel
Education
Brigham Young University 1999 — 2002
Barbara Roston's UBS Experience 2005 - 2007
Job Lead Business Architect at American Express
Industry Financial Services
Experience
American Express November 2009 - Present
American Express November 2007 - February 2011
UBS 2005 - 2007
Discover Financial Services November 1999 - August 2005
Northwestern University April 1995 - November 1999
Education
Brandeis University 1961 — 1965
BA
American Express November 2009 - Present
American Express November 2007 - February 2011
UBS 2005 - 2007
Discover Financial Services November 1999 - August 2005
Northwestern University April 1995 - November 1999
Education
Brandeis University 1961 — 1965
BA
Seth Cohen's UBS Experience February 2005 - September 2008
Job Matchmaker at Eleven Canterbury LLC
Industry Financial Services
Experience
Eleven Canterbury, LLC September 2009 - Present
UBS February 2005 - September 2008
UBS Investment Bank June 2002 - February 2005
UBS Investment Bank May 1999 - June 2002
UBS Investment Bank August 1996 - June 1998
Skills
Foreign Exchange, Banking, FX Options, Venture Capital, Investments, Capital Markets, Financial Markets, Equities, Investment Banking, Private Equity, Management Consulting, Financial Services, Business Strategy, Offshore Outsourcing, Global Business..., Angel Investing, Business, Offshoring, Leadership, Derivatives, Fixed Income, Trading, Hedge Funds, Business Development, Electronic Trading, Start-ups, Finance, Executive Management, Strategy, IT Management, IT Solutions, Management
Education
Brandeis University 1980 — 1984
B.A., Economics
North Brunswick High School 1976 — 1980
Eleven Canterbury, LLC September 2009 - Present
UBS February 2005 - September 2008
UBS Investment Bank June 2002 - February 2005
UBS Investment Bank May 1999 - June 2002
UBS Investment Bank August 1996 - June 1998
Skills
Foreign Exchange, Banking, FX Options, Venture Capital, Investments, Capital Markets, Financial Markets, Equities, Investment Banking, Private Equity, Management Consulting, Financial Services, Business Strategy, Offshore Outsourcing, Global Business..., Angel Investing, Business, Offshoring, Leadership, Derivatives, Fixed Income, Trading, Hedge Funds, Business Development, Electronic Trading, Start-ups, Finance, Executive Management, Strategy, IT Management, IT Solutions, Management
Education
Brandeis University 1980 — 1984
B.A., Economics
North Brunswick High School 1976 — 1980
Rafael J. Quixano's UBS Experience 2004 - 2004
Job Analyst, Alternative Investments
Industry Banking
Experience
Northern Trust May 2010 - Present
Bank of America May 2007 - September 2007
Cruz Rosario & Mendez Ondina Law Offices October 2006 - January 2007
Gillette Puerto Rico October 2005 - May 2006
UBS 2004 - 2004
Banco Santander June 2001 - July 2001
Skills
Asset Management, Accounts Payable, Accounting, Alternative Investments, Mutual Funds, Financial Analysis, Capital Markets, Business Analysis, Management, Auditing, Risk Management, Investments, Banking, Equities, Valuation, Fixed Income, Portfolio Management, Financial Statements, Analysis, Credit, Finance
Education
University of Wisconsin-Whitewater 2013 — 2016
MBA
Inter-American University of Puerto Rico-Metropolitan Campus 2000 — 2004
B.A, Finance 2004
Bradley University 1997 — 2000
Int'l Studies
Marista
Northern Trust May 2010 - Present
Bank of America May 2007 - September 2007
Cruz Rosario & Mendez Ondina Law Offices October 2006 - January 2007
Gillette Puerto Rico October 2005 - May 2006
UBS 2004 - 2004
Banco Santander June 2001 - July 2001
Skills
Asset Management, Accounts Payable, Accounting, Alternative Investments, Mutual Funds, Financial Analysis, Capital Markets, Business Analysis, Management, Auditing, Risk Management, Investments, Banking, Equities, Valuation, Fixed Income, Portfolio Management, Financial Statements, Analysis, Credit, Finance
Education
University of Wisconsin-Whitewater 2013 — 2016
MBA
Inter-American University of Puerto Rico-Metropolitan Campus 2000 — 2004
B.A, Finance 2004
Bradley University 1997 — 2000
Int'l Studies
Marista
Sheena Shen, CFA's UBS Experience November 1998 - May 2000
Job Controller at A Financial Technology Company
Industry Financial Services
Experience
A Financial Technology Company July 2013 - July 2014
Great Wall Research LLC November 2006 - June 2013
Sino Green Land Corporation April 2010 - February 2012
JPMorgan Chase February 2005 - October 2006
J.P. Morgan May 2002 - January 2005
JP Morgan May 2000 - May 2002
UBS November 1998 - May 2000
Deloitte & Touche LLP July 1997 - November 1998
Skills
Equities, Private Equity, Equity Research, Corporate Finance, Investment Banking, Valuation, Financial Modeling, Finance
Education
The University of Connecticut 1995 — 1997
Master of Business Administration (MBA), Finance, General, 3.91
Brigham Young University - Hawaii 1991 — 1995
Bachelor of Science (BS), Accounting, 3.93
A Financial Technology Company July 2013 - July 2014
Great Wall Research LLC November 2006 - June 2013
Sino Green Land Corporation April 2010 - February 2012
JPMorgan Chase February 2005 - October 2006
J.P. Morgan May 2002 - January 2005
JP Morgan May 2000 - May 2002
UBS November 1998 - May 2000
Deloitte & Touche LLP July 1997 - November 1998
Skills
Equities, Private Equity, Equity Research, Corporate Finance, Investment Banking, Valuation, Financial Modeling, Finance
Education
The University of Connecticut 1995 — 1997
Master of Business Administration (MBA), Finance, General, 3.91
Brigham Young University - Hawaii 1991 — 1995
Bachelor of Science (BS), Accounting, 3.93
Toni Storum's UBS Experience Financial AdvisorTucker Anthony1996 - 2003
Job Financial Advisor, CRPC at UBS
Industry Financial Services
Experience
UBS Financial AdvisorTucker Anthony1996 - 2003
Education
Boston University Questrom School of Business
UBS Financial AdvisorTucker Anthony1996 - 2003
Education
Boston University Questrom School of Business
Ryan Yamakoshi's UBS Experience May 2007 - August 2007
Job Associate at Societe Generale
Industry Capital Markets
Experience
Societe Generale Corporate and Investment Banking - SGCIB March 2014 - Present
Citi August 2008 - March 2014
UBS May 2007 - August 2007
Fusionary Trading July 2006 - September 2006
Education
Boston University Questrom School of Business 2004 — 2008
BSBA
Lake Forest High School 2000 — 2004
Societe Generale Corporate and Investment Banking - SGCIB March 2014 - Present
Citi August 2008 - March 2014
UBS May 2007 - August 2007
Fusionary Trading July 2006 - September 2006
Education
Boston University Questrom School of Business 2004 — 2008
BSBA
Lake Forest High School 2000 — 2004
Matt Child's UBS Experience
Job Executive Director / Credit Risk / UBS
Industry Banking
Experience
UBS
Skills
Credit, Fixed Income, Investments, Securities, Derivatives, Risk Management, Credit Risk, Wealth Management, Credit Analysis, Loans, Banking
Education
Brigham Young University 1991 — 1995
MBA, Chinese, Finance
UBS
Skills
Credit, Fixed Income, Investments, Securities, Derivatives, Risk Management, Credit Risk, Wealth Management, Credit Analysis, Loans, Banking
Education
Brigham Young University 1991 — 1995
MBA, Chinese, Finance
Tamara Charles's UBS Experience June 2013 - February 2015
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
UBS June 2013 - February 2015
JPMorgan Chase January 2008 - May 2013
American Red Cross in Greater New York 2007 - 2008
American Red Cross in Greater New York 2002 - 2007
American Red Cross in Greater New York June 2000 - November 2002
Skills
Program Management, Training, Project Planning, Budgets, Strategic Planning, Non-profits, Management, Community Outreach, Fundraising, Emergency Management, Leadership, Nonprofits, Recruiting, Analysis, Risk Management, Government, Human Resources, Entrepreneurship, Finance, Customer Service, Administration, Business Process, Team Leadership, Project Management, Teamwork, Mergers & Acquisitions, Committed to..., Specifications
Education
Villanova University 2011 — 2012
Master's Certificate, Project Management
Boston University - School of Management
Bachelor’s Degree, Business
PMP Training
Fidelity Investments March 2015 - Present
UBS June 2013 - February 2015
JPMorgan Chase January 2008 - May 2013
American Red Cross in Greater New York 2007 - 2008
American Red Cross in Greater New York 2002 - 2007
American Red Cross in Greater New York June 2000 - November 2002
Skills
Program Management, Training, Project Planning, Budgets, Strategic Planning, Non-profits, Management, Community Outreach, Fundraising, Emergency Management, Leadership, Nonprofits, Recruiting, Analysis, Risk Management, Government, Human Resources, Entrepreneurship, Finance, Customer Service, Administration, Business Process, Team Leadership, Project Management, Teamwork, Mergers & Acquisitions, Committed to..., Specifications
Education
Villanova University 2011 — 2012
Master's Certificate, Project Management
Boston University - School of Management
Bachelor’s Degree, Business
PMP Training
Sean Prince, CPA's UBS Experience November 2012 - May 2013
Job Equity Analyst | Schilit Forensics
Industry Accounting
Experience
Schilit Forensics April 2015 - Present
Deloitte January 2009 - April 2015
UBS November 2012 - May 2013
FASB January 2008 - December 2008
Skills
Technical Accounting, US GAAP, IFRS, Financial Instruments, Consolidation, Securitization, Mortgage Industry, Banking, Accounting, Financial Accounting, Financial Reporting, Derivatives, Capital Markets, Hedging, Mortgage Lending, Valuation, Auditing, Financial Analysis, Due Diligence
Education
Brigham Young University 2001 — 2007
Master of Accountancy, Accounting
Brigham Young University
Accounting
Schilit Forensics April 2015 - Present
Deloitte January 2009 - April 2015
UBS November 2012 - May 2013
FASB January 2008 - December 2008
Skills
Technical Accounting, US GAAP, IFRS, Financial Instruments, Consolidation, Securitization, Mortgage Industry, Banking, Accounting, Financial Accounting, Financial Reporting, Derivatives, Capital Markets, Hedging, Mortgage Lending, Valuation, Auditing, Financial Analysis, Due Diligence
Education
Brigham Young University 2001 — 2007
Master of Accountancy, Accounting
Brigham Young University
Accounting
Parag Kapadia's UBS Experience March 2009 - May 2009
Job Project Finance at Kanta Electric
Industry Construction
Experience
Kanta Electric July 2011 - Present
UBS March 2009 - May 2009
Merrill Lynch Boston September 2008 - December 2008
Citigroup Smith Barney July 2008 - August 2008
Skills
Project Management, Construction Management, Business Analysis, Budgets, Management
Education
Boston University - School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.)
New York University
Financial Analysis
Kanta Electric July 2011 - Present
UBS March 2009 - May 2009
Merrill Lynch Boston September 2008 - December 2008
Citigroup Smith Barney July 2008 - August 2008
Skills
Project Management, Construction Management, Business Analysis, Budgets, Management
Education
Boston University - School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.)
New York University
Financial Analysis
Jennifer Gordon's UBS Experience October 2010 - August 2011
Job Graduate Recruiter
Industry Human Resources
Experience
Deutsche Bank April 2013 - Present
Northbound Executive Search August 2012 - December 2012
Capital IQ August 2011 - August 2012
UBS October 2010 - August 2011
UBS Investment Bank October 2007 - October 2010
Skills
Executive Search
Education
Brandeis University 2003 — 2007
BA, Economics
Deutsche Bank April 2013 - Present
Northbound Executive Search August 2012 - December 2012
Capital IQ August 2011 - August 2012
UBS October 2010 - August 2011
UBS Investment Bank October 2007 - October 2010
Skills
Executive Search
Education
Brandeis University 2003 — 2007
BA, Economics
Mike Zentz's UBS Experience May 2005 - August 2012
Job Senior Vice President, Financial Institutions at Lloyds Bank North America
Industry Investment Banking
Experience
Lloyds Bank - North America April 2015 - Present
Adaptive River, LLC July 2014 - March 2015
CRT Capital Group December 2012 - November 2013
UBS May 2005 - August 2012
Fitch Ratings 2003 - 2005
Skills
Structured Products, Fixed Income, Capital Markets, Investment Banking, ABS, Structured Finance, Credit, Hedge Funds, Bonds, Swaps, Derivatives, Credit Derivatives, Securitization, Equities, Financial Modeling, Equity Derivatives, Alternative Investments, Financial Structuring, Valuation, Interest Rate..., Sales, Emerging Markets, Bloomberg, Credit Analysis, Debt & Equity Financing, Debt Restructuring, Debt
Education
Yale University - Yale School of Management 2001 — 2003
Bowdoin College 1990 — 1994
CCHS
Lloyds Bank - North America April 2015 - Present
Adaptive River, LLC July 2014 - March 2015
CRT Capital Group December 2012 - November 2013
UBS May 2005 - August 2012
Fitch Ratings 2003 - 2005
Skills
Structured Products, Fixed Income, Capital Markets, Investment Banking, ABS, Structured Finance, Credit, Hedge Funds, Bonds, Swaps, Derivatives, Credit Derivatives, Securitization, Equities, Financial Modeling, Equity Derivatives, Alternative Investments, Financial Structuring, Valuation, Interest Rate..., Sales, Emerging Markets, Bloomberg, Credit Analysis, Debt & Equity Financing, Debt Restructuring, Debt
Education
Yale University - Yale School of Management 2001 — 2003
Bowdoin College 1990 — 1994
CCHS
Ronald Schiel's UBS Experience December 2002 - February 2004
Job Owner, Northwest Financial Choices LLC
Industry Financial Services
Experience
Northwest Financial Choices LLC February 2004 - Present
UBS December 2002 - February 2004
Skills
Strategic Financial..., Bookkeeping, Investments, Managerial Finance, Financial Planners, Mutual Funds, Program Management, Retirement
Education
Brigham Young University 1983 — 1990
Northwest Financial Choices LLC February 2004 - Present
UBS December 2002 - February 2004
Skills
Strategic Financial..., Bookkeeping, Investments, Managerial Finance, Financial Planners, Mutual Funds, Program Management, Retirement
Education
Brigham Young University 1983 — 1990
Jennifer Melton's UBS Experience April 2012 - January 2014
Job Director, IT Infrastructure Finance at Aon
Industry Information Technology and Services
Experience
Aon February 2014 - Present
UBS April 2012 - January 2014
UBS 2005 - March 2012
Perot Systems for UBS 2002 - 2004
Perot Systems for UBS 2000 - 2002
Andersen Consulting 1998 - 2000
Andersen Worldwide 1995 - 1997
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Process Improvement, Business Analysis, Financial Reporting, Accounting, Forecasting, Project Management, Risk Management, Finance, Access, Analysis, Variance Analysis, Management, SAP
Education
Bradley University 1991 — 1995
BS, Accounting
Aon February 2014 - Present
UBS April 2012 - January 2014
UBS 2005 - March 2012
Perot Systems for UBS 2002 - 2004
Perot Systems for UBS 2000 - 2002
Andersen Consulting 1998 - 2000
Andersen Worldwide 1995 - 1997
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Process Improvement, Business Analysis, Financial Reporting, Accounting, Forecasting, Project Management, Risk Management, Finance, Access, Analysis, Variance Analysis, Management, SAP
Education
Bradley University 1991 — 1995
BS, Accounting
Reggie Miller, CFA's UBS Experience August 2015 - Present
Job Associate, Healthcare Investment Banking
Industry Investment Banking
Experience
UBS August 2015 - Present
Needham & Company March 2015 - August 2015
Citi April 2014 - March 2015
UBS September 2013 - April 2014
CLSA July 2012 - September 2013
CLSA March 2011 - July 2012
CLSA September 2009 - March 2011
Calyon 2007 - 2009
Skills
Capital Markets, Equities, Equity Research, Series 7, Equity Derivatives, Series 63, Chartered Financial..., Derivatives, Series 55, Series 86, Series 87, Series 79, Hedge Funds, Financial Analysis, Fixed Income, Equity Trading, Investments, Investment Banking, Valuation
Education
Boston University - School of Management
BSBA, FINANCE / ACCOUNTING
UBS August 2015 - Present
Needham & Company March 2015 - August 2015
Citi April 2014 - March 2015
UBS September 2013 - April 2014
CLSA July 2012 - September 2013
CLSA March 2011 - July 2012
CLSA September 2009 - March 2011
Calyon 2007 - 2009
Skills
Capital Markets, Equities, Equity Research, Series 7, Equity Derivatives, Series 63, Chartered Financial..., Derivatives, Series 55, Series 86, Series 87, Series 79, Hedge Funds, Financial Analysis, Fixed Income, Equity Trading, Investments, Investment Banking, Valuation
Education
Boston University - School of Management
BSBA, FINANCE / ACCOUNTING
Ariel Harary's UBS Experience September 2013 - Present
Job Senior Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS September 2013 - Present
Bear Stearns, A Division of JP Morgan September 2004 - September 2013
Education
Brandeis University 2000 — 2004
UBS September 2013 - Present
Bear Stearns, A Division of JP Morgan September 2004 - September 2013
Education
Brandeis University 2000 — 2004
Doug Wittenberg's UBS Experience March 2010 - March 2012
Job Owner
Industry Photography
Experience
Slice of Life Digital Productions March 2010 - Present
UBS March 2010 - March 2012
Fortis June 2007 - February 2010
Merrill Lynch Commodities Inc. November 2004 - February 2007
Entergy-Koch Trading February 2001 - October 2004
Koch Energy Trading May 1995 - January 2001
Marathon Oil Company March 1987 - April 1995
Marathon Oil Company June 1981 - February 1987
Conoco Inc. June 1979 - May 1981
Skills
Swaps, Derivatives, Options, Hedge Funds, Structured Products, Hedging, Energy
Education
Bowling Green State University 1975 — 1979
BS, Business, major in Mgmt. Info. Systems
Slice of Life Digital Productions March 2010 - Present
UBS March 2010 - March 2012
Fortis June 2007 - February 2010
Merrill Lynch Commodities Inc. November 2004 - February 2007
Entergy-Koch Trading February 2001 - October 2004
Koch Energy Trading May 1995 - January 2001
Marathon Oil Company March 1987 - April 1995
Marathon Oil Company June 1981 - February 1987
Conoco Inc. June 1979 - May 1981
Skills
Swaps, Derivatives, Options, Hedge Funds, Structured Products, Hedging, Energy
Education
Bowling Green State University 1975 — 1979
BS, Business, major in Mgmt. Info. Systems
Seetharam Gorre's UBS Experience 1998 - 2002
Job CIO at Point72 Asset Management
Industry Financial Services
Experience
Point72 Asset Management April 2014 - Present
SAC Capital February 2002 - April 2014
UBS 1998 - 2002
Education
The University of Connecticut School of Business
MBA, Finance
Bradley University 1995 — 1997
MS, Computers
MVSR 1991 — 1995
Engineering, Electrical
Point72 Asset Management April 2014 - Present
SAC Capital February 2002 - April 2014
UBS 1998 - 2002
Education
The University of Connecticut School of Business
MBA, Finance
Bradley University 1995 — 1997
MS, Computers
MVSR 1991 — 1995
Engineering, Electrical
Felicia DaSilva's UBS Experience February 2014 - November 2014
Job Payments and Cash management
Industry Financial Services
Experience
UBS February 2014 - November 2014
Merrill Lynch, Pierce, Fenner and Smith March 2006 - September 2012
Merrill Corporation September 1999 - September 2012
Merrill Lynch, Pierce, Fenner and Smith October 2000 - November 2003
Merrill Lynch, Pierce, Fenner and Smith September 1999 - October 2000
Skills
Legal Research, Microsoft Office, Contract Negotiation, Customer Service, Due Diligence, Networking, Technical Support, Accounts Payable, Human Resources, Accounting, Banking, Leadership, Risk Management, Spreadsheets, Business Analysis, PowerPoint, Project Management
Education
Florida Metropolitan University Online
Criminal Justice
Brookdale Community College
Criminal Justice
UBS February 2014 - November 2014
Merrill Lynch, Pierce, Fenner and Smith March 2006 - September 2012
Merrill Corporation September 1999 - September 2012
Merrill Lynch, Pierce, Fenner and Smith October 2000 - November 2003
Merrill Lynch, Pierce, Fenner and Smith September 1999 - October 2000
Skills
Legal Research, Microsoft Office, Contract Negotiation, Customer Service, Due Diligence, Networking, Technical Support, Accounts Payable, Human Resources, Accounting, Banking, Leadership, Risk Management, Spreadsheets, Business Analysis, PowerPoint, Project Management
Education
Florida Metropolitan University Online
Criminal Justice
Brookdale Community College
Criminal Justice
Jim Hollinger's UBS Experience December 1995 - Present
Job AML IT Manager at UBS
Industry Financial Services
Experience
UBS December 1995 - Present
Independent Consultant June 1991 - December 1995
Cap Gemini Sogeti July 1979 - June 1991
Skills
Team Management, System Design, Systems Analysis, Oracle, SQL Tuning, Unix Shell Scripting, COBOL, JCL, VSAM, Troubleshooting
Education
Bowling Green State University 1972 — 1976
BBA, Information Systems
UBS December 1995 - Present
Independent Consultant June 1991 - December 1995
Cap Gemini Sogeti July 1979 - June 1991
Skills
Team Management, System Design, Systems Analysis, Oracle, SQL Tuning, Unix Shell Scripting, COBOL, JCL, VSAM, Troubleshooting
Education
Bowling Green State University 1972 — 1976
BBA, Information Systems
Krystyna Marini's UBS Experience June 2011 - August 2011
Job Summer Associate at Goodwin Procter LLP
Industry Law Practice
Experience
Co3 Systems September 2014 - December 2014
Goodwin Procter LLP May 2014 - August 2014
Boston University School of Law May 2013 - August 2013
Michael Kors May 2013 - August 2013
Edible Arrangements December 2012 - January 2013
Fashion Law Center June 2012 - August 2012
Cohen and Wolf, P.C. June 2007 - August 2012
Providence College Office of Academic Services September 2009 - May 2012
UBS June 2011 - August 2011
Education
Boston University School of Law 2012 — 2015
Doctor of Law (J.D.)
Providence College 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General, Summa Cum Laude
Trinity College, Rome 2010 — 2010
St. Joseph High school 2004 — 2008
Co3 Systems September 2014 - December 2014
Goodwin Procter LLP May 2014 - August 2014
Boston University School of Law May 2013 - August 2013
Michael Kors May 2013 - August 2013
Edible Arrangements December 2012 - January 2013
Fashion Law Center June 2012 - August 2012
Cohen and Wolf, P.C. June 2007 - August 2012
Providence College Office of Academic Services September 2009 - May 2012
UBS June 2011 - August 2011
Education
Boston University School of Law 2012 — 2015
Doctor of Law (J.D.)
Providence College 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General, Summa Cum Laude
Trinity College, Rome 2010 — 2010
St. Joseph High school 2004 — 2008
Mukunthan (Muks) Chandrasekaran's UBS Experience 1998 - 2001
Job Associate Director at RBC Capital Markets
Industry Information Technology and Services
Experience
RBC Capital Markets December 2008 - Present
Sourced Solutions Group / Innovue / Accelerent Partners October 2001 - December 2008
Cambridge Technology Partners January 1998 - September 2001
UBS 1998 - 2001
Skills
Equities, IT Strategy, Investment Banking, SDLC, Requirements Gathering, SOA, Capital Markets, Equity Derivatives, Trading Systems, Business Analysis, Software Project..., Financial Modeling, Program Management, Credit Derivatives, Project Management, Sybase, Requirements Analysis, Options, Agile Methodologies, Enterprise Architecture, Java, Risk Management, Derivatives, Fixed Income, Bloomberg
Education
Illinois Institute of Technology 1999 — 1999
Certificate, Options & Futures Trading
Bowling Green State University 1994 — 1997
MBA, Information Technology & Masters in Industrial Technology
University of Madras 1990 — 1994
B.E, Mechanical Engineering
Venkatasubba Rao
RBC Capital Markets December 2008 - Present
Sourced Solutions Group / Innovue / Accelerent Partners October 2001 - December 2008
Cambridge Technology Partners January 1998 - September 2001
UBS 1998 - 2001
Skills
Equities, IT Strategy, Investment Banking, SDLC, Requirements Gathering, SOA, Capital Markets, Equity Derivatives, Trading Systems, Business Analysis, Software Project..., Financial Modeling, Program Management, Credit Derivatives, Project Management, Sybase, Requirements Analysis, Options, Agile Methodologies, Enterprise Architecture, Java, Risk Management, Derivatives, Fixed Income, Bloomberg
Education
Illinois Institute of Technology 1999 — 1999
Certificate, Options & Futures Trading
Bowling Green State University 1994 — 1997
MBA, Information Technology & Masters in Industrial Technology
University of Madras 1990 — 1994
B.E, Mechanical Engineering
Venkatasubba Rao
Jeffrey Lavine's UBS Experience October 2009 - Present
Job Managing Director at UBS
Industry Real Estate
Experience
UBS October 2009 - Present
UBS August 2006 - September 2009
Bear Stearns 1997 - 2006
Education
Boston University School of Law 1988 — 1991
JD
Columbia University - Columbia Business School 1986 — 1987
MBA, Real Estate Finance and Marketing
Tufts University 1982 — 1986
BA, Economics/Political Science
UBS October 2009 - Present
UBS August 2006 - September 2009
Bear Stearns 1997 - 2006
Education
Boston University School of Law 1988 — 1991
JD
Columbia University - Columbia Business School 1986 — 1987
MBA, Real Estate Finance and Marketing
Tufts University 1982 — 1986
BA, Economics/Political Science
Nisha Majmudar's UBS Experience June 2005 - August 2005
Job Graduate Student at Georgetown University
Industry Real Estate
Experience
Star Global Ventures January 2008 - Present
State Street June 2006 - December 2007
State Street September 2005 - May 2006
UBS June 2005 - August 2005
Skills
Private Equity, Real Estate Development, Financial Analysis
Education
Georgetown University 2010 — 2012
Boston University Questrom School of Business 2002 — 2006
Finance/ Technology Management
High School
Star Global Ventures January 2008 - Present
State Street June 2006 - December 2007
State Street September 2005 - May 2006
UBS June 2005 - August 2005
Skills
Private Equity, Real Estate Development, Financial Analysis
Education
Georgetown University 2010 — 2012
Boston University Questrom School of Business 2002 — 2006
Finance/ Technology Management
High School
Anne Shaughnessy's UBS Experience April 2002 - April 2004
Job Vice President, Trust Advisor, The Northern Trust Company
Industry Financial Services
Experience
Northern Trust December 2004 - Present
UBS April 2002 - April 2004
Skills
Estate Planning, Wealth Management, Trusts, Asset Allocation, Asset Managment, Investments, Asset Management, Securities, Investment Advisory, High Net Worth..., Mutual Funds, Strategic Planning, Investment Strategies, Financial Services, Investment Management
Education
Bowling Green State University
Master's degree, German Language and Literature
Universität Salzburg 1986 — 1987
German Studies
Lake Forest College 1982 — 1986
Bachelor of Arts (BA), German Language and Literature
Northern Trust December 2004 - Present
UBS April 2002 - April 2004
Skills
Estate Planning, Wealth Management, Trusts, Asset Allocation, Asset Managment, Investments, Asset Management, Securities, Investment Advisory, High Net Worth..., Mutual Funds, Strategic Planning, Investment Strategies, Financial Services, Investment Management
Education
Bowling Green State University
Master's degree, German Language and Literature
Universität Salzburg 1986 — 1987
German Studies
Lake Forest College 1982 — 1986
Bachelor of Arts (BA), German Language and Literature
Laurel Nixon's UBS Experience June 2012 - Present
Job Client Service Associate @ UBS Financial Services
Industry Financial Services
Experience
UBS June 2012 - Present
Skills
Music, Music Education, Pianist
Education
Brigham Young University 1983 — 1987
Bachelor's Degree, Communication, General
UBS June 2012 - Present
Skills
Music, Music Education, Pianist
Education
Brigham Young University 1983 — 1987
Bachelor's Degree, Communication, General
Craig Brass's UBS Experience January 2009 - Present
Job Financial AdvisorSenior Institutional Consultant
Industry Financial Services
Experience
UBS January 2009 - Present
Great Lakes Golf Academy April 2010 - Present
Golf Writer 1995 - Present
Morgan Stanley July 2000 - January 2009
Education
Michigan State University 1984 — 1985
Master of Art, Advertising
Bowling Green State University 1977 — 1981
B.S., Business
UBS January 2009 - Present
Great Lakes Golf Academy April 2010 - Present
Golf Writer 1995 - Present
Morgan Stanley July 2000 - January 2009
Education
Michigan State University 1984 — 1985
Master of Art, Advertising
Bowling Green State University 1977 — 1981
B.S., Business
Stuart Mershon's UBS Experience 2000 - 2009
Job Director, Head of Advertising Compliance at Guardian Life
Industry Financial Services
Experience
Guardian Life June 2014 - Present
New York Life Insurance Company 2010 - June 2014
UBS 2000 - 2009
Skills
FINRA, Series 7, AML, Securities, Series 63, Series 24
Education
Brooklyn Law School 1993 — 1996
Juris Doctor, Law
Yeshiva University 1988 — 1992
B.S., Marketing
Guardian Life June 2014 - Present
New York Life Insurance Company 2010 - June 2014
UBS 2000 - 2009
Skills
FINRA, Series 7, AML, Securities, Series 63, Series 24
Education
Brooklyn Law School 1993 — 1996
Juris Doctor, Law
Yeshiva University 1988 — 1992
B.S., Marketing
Rachael Hasler's UBS Experience April 2010 - Present
Job Operations Manager at UBS
Industry Financial Services
Experience
UBS April 2010 - Present
Morgan Stanley June 2005 - March 2010
Merrill Lynch 1989 - 2005
Education
BYU-Idaho 1986 — 1987
Secondary Education
Grace High School 1983 — 1986
High School diploma
UBS April 2010 - Present
Morgan Stanley June 2005 - March 2010
Merrill Lynch 1989 - 2005
Education
BYU-Idaho 1986 — 1987
Secondary Education
Grace High School 1983 — 1986
High School diploma
Al Wright's UBS Experience September 2004 - August 2006
Job Vice President Equities Supervision at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
Deutsche Bank August 2006 - August 2014
UBS September 2004 - August 2006
UBS June 2004 - August 2006
Brokerage America September 2003 - June 2004
Donald& Co January 2002 - June 2002
NDB/Deutsche Bank May 1999 - January 2002
First Montauk February 1998 - March 2000
GHM Securities January 1995 - January 1998
Skills
Trading, Options, Hedge Funds, Equities, Structured Products, Securities, Capital Markets
Education
Brookdale College 1993 — 1995
Brookdale Community College 1993 — 1995
Business Administration and Management, General
Deutsche Bank August 2014 - Present
Deutsche Bank August 2006 - August 2014
UBS September 2004 - August 2006
UBS June 2004 - August 2006
Brokerage America September 2003 - June 2004
Donald& Co January 2002 - June 2002
NDB/Deutsche Bank May 1999 - January 2002
First Montauk February 1998 - March 2000
GHM Securities January 1995 - January 1998
Skills
Trading, Options, Hedge Funds, Equities, Structured Products, Securities, Capital Markets
Education
Brookdale College 1993 — 1995
Brookdale Community College 1993 — 1995
Business Administration and Management, General
Marci Milligan's UBS Experience January 2007 - October 2007
Job Owner, Lotus Community Development
Industry Management Consulting
Experience
Lotus Community Development January 2007 - Present
UBS January 2007 - October 2007
Fannie Mae June 2000 - 2006
American Express January 1997 - June 2000
Skills
Management Consulting, Entrepreneurship, Start-ups, Strategic Planning, Business Strategy, Project Management, Executive Management, Business Planning, Change Management, Negotiation, Contract Negotiation, Mergers & Acquisitions, Small Business, Consulting, Organizational..., Public Speaking, Community Outreach, Nonprofits, Leadership, Event Planning, Fundraising, Program Management, Grant Writing, Community Development, Public Relations, Financial Analysis, Housing Development..., Citizen Planner, Asset Management, Feasibility Studies, Due Diligence, Loan Underwriting, Economic Development, Volunteer Management, Non-profit..., Process Improvement, Owner Representative, Land Use Planning, Multi-Family Portfolio..., HUD, Section 8, LIHTC / Tax Credits, Real Estate Development, Property Management, Real Estate Economics, Leadership Development, Strategy
Education
Brigham Young University
Bachelor's Certification in Nutrition, Nutrition & Menu Planning for Assisted Living Environments
National Development Council
Affordable Housing & Economic Development
University of Phoenix
Master's Business Administration
University of Utah
Master's Certificate Gerontology
University of Wyoming
Bachelor's Social Work
Lotus Community Development January 2007 - Present
UBS January 2007 - October 2007
Fannie Mae June 2000 - 2006
American Express January 1997 - June 2000
Skills
Management Consulting, Entrepreneurship, Start-ups, Strategic Planning, Business Strategy, Project Management, Executive Management, Business Planning, Change Management, Negotiation, Contract Negotiation, Mergers & Acquisitions, Small Business, Consulting, Organizational..., Public Speaking, Community Outreach, Nonprofits, Leadership, Event Planning, Fundraising, Program Management, Grant Writing, Community Development, Public Relations, Financial Analysis, Housing Development..., Citizen Planner, Asset Management, Feasibility Studies, Due Diligence, Loan Underwriting, Economic Development, Volunteer Management, Non-profit..., Process Improvement, Owner Representative, Land Use Planning, Multi-Family Portfolio..., HUD, Section 8, LIHTC / Tax Credits, Real Estate Development, Property Management, Real Estate Economics, Leadership Development, Strategy
Education
Brigham Young University
Bachelor's Certification in Nutrition, Nutrition & Menu Planning for Assisted Living Environments
National Development Council
Affordable Housing & Economic Development
University of Phoenix
Master's Business Administration
University of Utah
Master's Certificate Gerontology
University of Wyoming
Bachelor's Social Work
Nathan Perrone's UBS Experience May 2014 - Present
Job Equities Compliance Officer at UBS
Industry Law Practice
Experience
UBS May 2014 - Present
Morgan Stanley August 2012 - June 2014
Sanford C. Bernstein July 2010 - August 2012
NYSE June 2009 - July 2010
Skills
Equities, Securities, Derivatives, Trading, Compliance, Options, FINRA, Hedge Funds, Due Diligence, Securities Regulation, Investments, Capital Markets, Equity Derivatives, Financial Services
Education
Brooklyn Law School 2007 — 2009
J.D.
The University of Connecticut 2001 — 2005
B.A., Political Science, History
UBS May 2014 - Present
Morgan Stanley August 2012 - June 2014
Sanford C. Bernstein July 2010 - August 2012
NYSE June 2009 - July 2010
Skills
Equities, Securities, Derivatives, Trading, Compliance, Options, FINRA, Hedge Funds, Due Diligence, Securities Regulation, Investments, Capital Markets, Equity Derivatives, Financial Services
Education
Brooklyn Law School 2007 — 2009
J.D.
The University of Connecticut 2001 — 2005
B.A., Political Science, History
Ozair Ibahim's UBS Experience February 2008 - December 2008
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock March 2009 - Present
UBS February 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Brigham Young University 2004 — 2008
Electrical and Electronics Engineering
BlackRock March 2009 - Present
UBS February 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Brigham Young University 2004 — 2008
Electrical and Electronics Engineering
Matthew Stratton's UBS Experience January 2011 - May 2011
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2013 - Present
Deloitte January 2013 - March 2013
UBS January 2011 - May 2011
Maseco Private Wealth October 2010 - December 2010
Merrill Lynch May 2010 - July 2010
SMG Information Tech Services June 2009 - May 2010
Education
Northeastern University 2012 — 2013
MSA/MBA, Accounting and Business/Management
Boston University - School of Management 2009 — 2011
Bachelor of Science (BS), Business Administration, Finance
University of Massachusetts, Amherst 2007 — 2008
Deloitte September 2013 - Present
Deloitte January 2013 - March 2013
UBS January 2011 - May 2011
Maseco Private Wealth October 2010 - December 2010
Merrill Lynch May 2010 - July 2010
SMG Information Tech Services June 2009 - May 2010
Education
Northeastern University 2012 — 2013
MSA/MBA, Accounting and Business/Management
Boston University - School of Management 2009 — 2011
Bachelor of Science (BS), Business Administration, Finance
University of Massachusetts, Amherst 2007 — 2008
Diane Cordell's UBS Experience December 2003 - Present
Job Sr Reg CSA at UBS
Industry Financial Services
Experience
UBS December 2003 - Present
Motorola September 1986 - July 2002
Education
Bowling Green State University
BA, International Studies
UBS December 2003 - Present
Motorola September 1986 - July 2002
Education
Bowling Green State University
BA, International Studies
Thomas Champi's UBS Experience October 2002 - December 2004
Job Experienced retail manager and former business owner, college instructor and portfolio manager
Industry Retail
Experience
Lowe's Home Improvement May 2010 - July 2015
Champi Sports Grill April 2006 - December 2009
Champi Investment Group December 2004 - December 2009
UBS October 2002 - December 2004
Napa Valley College August 1986 - December 2004
Wachovia Securities September 1996 - September 2002
Bank of America September 1990 - September 1994
Skills
Customer Service, Finance, Inventory Management, Sales, Sales Management, Team Building, Investments, Coaching, Leadership, Management, Accounting
Education
Brigham Young University 1979 — 1981
MBA, finance and marketing
Brigham Young University 1976 — 1981
Bachelor of Science, Microbiology and Chemistry
Lowe's Home Improvement May 2010 - July 2015
Champi Sports Grill April 2006 - December 2009
Champi Investment Group December 2004 - December 2009
UBS October 2002 - December 2004
Napa Valley College August 1986 - December 2004
Wachovia Securities September 1996 - September 2002
Bank of America September 1990 - September 1994
Skills
Customer Service, Finance, Inventory Management, Sales, Sales Management, Team Building, Investments, Coaching, Leadership, Management, Accounting
Education
Brigham Young University 1979 — 1981
MBA, finance and marketing
Brigham Young University 1976 — 1981
Bachelor of Science, Microbiology and Chemistry
Joe Majdalani's UBS Experience 1990 - 2009
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry
Experience
Merrill Lynch 2009 - Present
UBS 1990 - 2009
Kidder Peabody 1984 - 1990
Skills
Finance, Public Speaking
Education
Bowling Green State University 1983 — 1984
Master of Business Administration (M.B.A.)
Bowling Green State University 1979 — 1983
Bachelor's Degree, Marketing
Merrill Lynch 2009 - Present
UBS 1990 - 2009
Kidder Peabody 1984 - 1990
Skills
Finance, Public Speaking
Education
Bowling Green State University 1983 — 1984
Master of Business Administration (M.B.A.)
Bowling Green State University 1979 — 1983
Bachelor's Degree, Marketing
Marc Veilleux, Jr.'s UBS Experience June 2013 - July 2013
Job Clerk at Fross Zelnick Lehrman & Zissu | Bowdoin College alum
Industry Law Practice
Experience
Fross Zelnick Lehrman & Zissu April 2015 - Present
New Hampshire Democratic Party July 2014 - September 2014
Bowdoin College August 2012 - May 2014
Ramos e Zuanon Advogados July 2013 - August 2013
UBS June 2013 - July 2013
Explora Investments August 2012 - August 2012
Inspirica (Formerly St. Luke's LifeWorks) June 2012 - July 2012
Rosas y Rosas Attorneys at Law January 2012 - January 2012
Open Door Family Medical Center August 2011 - August 2011
English Camp July 2011 - July 2011
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (B.A.), Classical Studies, Government & Legal Studies
Irvington High School 2006 — 2010
High School Diploma
Fross Zelnick Lehrman & Zissu April 2015 - Present
New Hampshire Democratic Party July 2014 - September 2014
Bowdoin College August 2012 - May 2014
Ramos e Zuanon Advogados July 2013 - August 2013
UBS June 2013 - July 2013
Explora Investments August 2012 - August 2012
Inspirica (Formerly St. Luke's LifeWorks) June 2012 - July 2012
Rosas y Rosas Attorneys at Law January 2012 - January 2012
Open Door Family Medical Center August 2011 - August 2011
English Camp July 2011 - July 2011
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (B.A.), Classical Studies, Government & Legal Studies
Irvington High School 2006 — 2010
High School Diploma
Nathan Melton's UBS Experience April 2000 - February 2001
Job Adjunct Instructor of Political Science at Utah Valley University
Industry Higher Education
Experience
Utah Valley University August 2003 - Present
2006-2009University of Utah August 2006 - May 2009
2003-2006OfficeMax, Inc May 2003 - August 2006
2003California Charter Academy December 2002 - March 2003
UBS PaineWebber Inc February 2001 - December 2002
UBS April 2000 - February 2001
UBS October 1999 - April 2000
Skills
University Teaching, Curriculum Development, Public Speaking, Curriculum Design, Research, Distance Learning, Adult Education, College Teaching, Program Development, Training, Data Analysis, E-Learning, Customer Service, Educational Technology, Instructional Design
Education
University of Utah 2005 — 2010
Master of Philosophy (MPhil), Political Science
CSU Chico 1998 — 2002
Master of Arts (MA), Political Science
Brigham Young University 1995 — 1998
B.A, Political Science
Utah Valley University August 2003 - Present
2006-2009University of Utah August 2006 - May 2009
2003-2006OfficeMax, Inc May 2003 - August 2006
2003California Charter Academy December 2002 - March 2003
UBS PaineWebber Inc February 2001 - December 2002
UBS April 2000 - February 2001
UBS October 1999 - April 2000
Skills
University Teaching, Curriculum Development, Public Speaking, Curriculum Design, Research, Distance Learning, Adult Education, College Teaching, Program Development, Training, Data Analysis, E-Learning, Customer Service, Educational Technology, Instructional Design
Education
University of Utah 2005 — 2010
Master of Philosophy (MPhil), Political Science
CSU Chico 1998 — 2002
Master of Arts (MA), Political Science
Brigham Young University 1995 — 1998
B.A, Political Science
Greg Sturm's UBS Experience May 2009 - August 2009
Job Junior Software Engineer at Belvedere Trading, LLC
Industry Computer Software
Experience
Belvedere Trading, LLC GraderBrandeis University Math DepartmentSeptember 2011 - May 2013
Dealertrack Technologies May 2012 - August 2012
Slader.com May 2010 - August 2010
UBS May 2009 - August 2009
Skills
Java, Python, Test Driven Development, Software Documentation, Linux, Windows, Eclipse, Aptana, Django
Education
Brandeis University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Computer Science, 3.46
Belvedere Trading, LLC GraderBrandeis University Math DepartmentSeptember 2011 - May 2013
Dealertrack Technologies May 2012 - August 2012
Slader.com May 2010 - August 2010
UBS May 2009 - August 2009
Skills
Java, Python, Test Driven Development, Software Documentation, Linux, Windows, Eclipse, Aptana, Django
Education
Brandeis University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Computer Science, 3.46
Craig Pickering's UBS Experience January 2009 - Present
Job First Vice President Wealth Management / Financial Advisor
Industry Financial Services
Experience
U B S Wealth Management January 2009 - Present
UBS January 2009 - Present
Merrill Lynch September 2001 - January 2009
KeyBanc Capital Markets August 1982 - August 2001
Education
Bowling Green State University 1966 — 1970
Bachelor of Science, Marketing
Bowling Green State University
Bachelor of Applied Science (B.A.Sc.), Marketing
U B S Wealth Management January 2009 - Present
UBS January 2009 - Present
Merrill Lynch September 2001 - January 2009
KeyBanc Capital Markets August 1982 - August 2001
Education
Bowling Green State University 1966 — 1970
Bachelor of Science, Marketing
Bowling Green State University
Bachelor of Applied Science (B.A.Sc.), Marketing
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.