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,
UBS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
UBS Salaries. You can even request information on how much does UBS pay if you want to. Learn about salaries, pros and cons of working for UBS directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
11,700 UBS employees in database. Find out everything there's to know about UBS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Employees
Employee
Years
Job
Industry
Reed Patterson Reed Patterson's UBS Experience June 2013 - August 2013
Job Associate Project Manager at Discover Financial Services
Industry Information Technology and Services
Experience
Discover Financial Services August 2014 - Present
UBS June 2013 - August 2013
Chicago Ideas Week August 2012 - May 2013
Skills
Inventory, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Sales, Teamwork, Inventory Management, Social Media, Marketing, Team Leadership, Outlook, Projects, Database Software, ER Modeling, Relational Data Modeling, Normalization, Microsoft Access
Education
Loyola University of Chicago 2011 — 2014
Information Systems & Operations Management, Senior
Bryan College 2010 — 2011
Business
Discover Financial Services August 2014 - Present
UBS June 2013 - August 2013
Chicago Ideas Week August 2012 - May 2013
Skills
Inventory, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Sales, Teamwork, Inventory Management, Social Media, Marketing, Team Leadership, Outlook, Projects, Database Software, ER Modeling, Relational Data Modeling, Normalization, Microsoft Access
Education
Loyola University of Chicago 2011 — 2014
Information Systems & Operations Management, Senior
Bryan College 2010 — 2011
Business
Kali Hassinger Kali Hassinger's UBS Experience 2013 - July 2013
Job Client Service Associate at Center for Financial Planning
Industry Financial Services
Experience
Center for Financial Planning, Inc. July 2013 - Present
UBS 2013 - July 2013
Coventry First, LLC March 2010 - February 2012
Coventry First, LLC 2006 - March 2010
Coventry First, LLC October 2006 - March 2007
Skills
Insurance, Securities, Series 7, Series 63
Education
Bucknell University 2002 — 2006
Bachelor of Arts (BA), English, World Religion
Center for Financial Planning, Inc. July 2013 - Present
UBS 2013 - July 2013
Coventry First, LLC March 2010 - February 2012
Coventry First, LLC 2006 - March 2010
Coventry First, LLC October 2006 - March 2007
Skills
Insurance, Securities, Series 7, Series 63
Education
Bucknell University 2002 — 2006
Bachelor of Arts (BA), English, World Religion
Daniel Mallin Daniel Mallin's UBS Experience January 2001 - May 2004
Job President at Beverage Doctor, Inc.
Industry Food & Beverages
Experience
Beverage Doctor, Inc. April 2009 - Present
The Chemists' Club January 2002 - March 2013
WBB Securities March 2004 - May 2009
UBS January 2001 - May 2004
Teknor Apex Company March 1996 - December 1999
Rubbermaid Home Products February 1991 - May 1994
Bridgestone/Firestone Central Research January 1990 - April 1991
Skills
Financial Analysis, Statistics, Marketing Strategy, Medical Devices, Biotechnology, Food & Beverage, Food Packaging, Packaging Engineering, Plastics, Plastic Extrusion, Plastics Industry, Plastics Compounding, Thermoplastic Elastomers, Elastomers, Consumer Goods, Sailing, Relationship Marketing, Merchandising, Creative Merchandising, Pharmaceutical Industry, Chemistry, Polymer Chemistry, Injection Molding, Blow Molding, Compression Molding, Database Design, Microsoft Excel, Word Processing, Polymer Science, Caps, Closures, Inorganic Chemistry, Financial Services, Portfolio Management, Investments, Investment Banking, Investment Management, Life Insurance, Options Strategies, Management, Product Development, Strategic Planning, Leadership, Start-ups
Education
Bryant University 1996 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
University of Massachusetts - Amherst 1984 — 1990
Doctor of Philosophy (PhD), Polymer Science
Tulane University 1981 — 1983
Bachelor of Science (B.S.), Chemistry
Beverage Doctor, Inc. April 2009 - Present
The Chemists' Club January 2002 - March 2013
WBB Securities March 2004 - May 2009
UBS January 2001 - May 2004
Teknor Apex Company March 1996 - December 1999
Rubbermaid Home Products February 1991 - May 1994
Bridgestone/Firestone Central Research January 1990 - April 1991
Skills
Financial Analysis, Statistics, Marketing Strategy, Medical Devices, Biotechnology, Food & Beverage, Food Packaging, Packaging Engineering, Plastics, Plastic Extrusion, Plastics Industry, Plastics Compounding, Thermoplastic Elastomers, Elastomers, Consumer Goods, Sailing, Relationship Marketing, Merchandising, Creative Merchandising, Pharmaceutical Industry, Chemistry, Polymer Chemistry, Injection Molding, Blow Molding, Compression Molding, Database Design, Microsoft Excel, Word Processing, Polymer Science, Caps, Closures, Inorganic Chemistry, Financial Services, Portfolio Management, Investments, Investment Banking, Investment Management, Life Insurance, Options Strategies, Management, Product Development, Strategic Planning, Leadership, Start-ups
Education
Bryant University 1996 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
University of Massachusetts - Amherst 1984 — 1990
Doctor of Philosophy (PhD), Polymer Science
Tulane University 1981 — 1983
Bachelor of Science (B.S.), Chemistry
Jonathan Padmore Jonathan Padmore's UBS Experience June 2013 - August 2013
Job Business Analyst at Tower Research Capital
Industry Financial Services
Experience
Tower Research Capital July 2014 - Present
UBS June 2013 - August 2013
Campaign Finance Officers May 2012 - August 2012
Skills
Equities, Proprietary Trading, High Frequency Trading, Financial Markets, Market Research, Market Structure, Market Regulation, Hedge Funds, Trading Infrastructure, Market Data, Trading Systems, Operations, Project Management, Sales, MySQL, Microsoft Excel
Education
Brown University 2010 — 2014
Bachelor of Arts (BA), Economics, History of Art and Architecture - Architectural Studies
Sponsors for Educational Opportunity (SEO) 2013 — 2013
Universitat Autònoma de Barcelona 2012 — 2012
Architecture and Urbanism
Universitat Politècnica de València 2012 — 2012
Architecture and Urbanism
Weston High School 2006 — 2010
Tower Research Capital July 2014 - Present
UBS June 2013 - August 2013
Campaign Finance Officers May 2012 - August 2012
Skills
Equities, Proprietary Trading, High Frequency Trading, Financial Markets, Market Research, Market Structure, Market Regulation, Hedge Funds, Trading Infrastructure, Market Data, Trading Systems, Operations, Project Management, Sales, MySQL, Microsoft Excel
Education
Brown University 2010 — 2014
Bachelor of Arts (BA), Economics, History of Art and Architecture - Architectural Studies
Sponsors for Educational Opportunity (SEO) 2013 — 2013
Universitat Autònoma de Barcelona 2012 — 2012
Architecture and Urbanism
Universitat Politècnica de València 2012 — 2012
Architecture and Urbanism
Weston High School 2006 — 2010
Dave Steigerwald Dave Steigerwald's UBS Experience 2005 - 2007
Job Senior Consultant Retail Energy Servies at Customized Energy Solutions
Industry Oil & Energy
Experience
Customized Energy Solutions February 2015 - Present
Accenture April 2013 - February 2015
Customized Energy Solutions April 2009 - April 2013
Goldman Sachs August 2007 - April 2009
UBS 2005 - 2007
UBS Investment Bank, Stamford, Connecticut 2005 - 2007
Arthur Andersen 2000 - 2002
Bloomberg LP 1999 - 2000
Harlem Globetrotters 1997 - 1998
Bucknell University 1992 - 1996
Skills
Commodity Markets, Commodity, Energy, Asset Managment, Financial Analysis, Renewable Energy, Risk Management, Valuation, Due Diligence, Analysis, Project Management, Business Development, PJM Market Certified, Project Planning, Mergers & Acquisitions, Natural Gas, Leadership, Management, Energy Markets, Energy Industry, Strategy, Business Process..., Finance, Project Finance, Smart Grid, Asset Management
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2005
MBA, Marketing Managment
Bucknell University 1992 — 1996
BA, English & Business
Northwest Area Junior Senior High 1989 — 1992
AP Studies, Honors
PJM Operator Certified
PJM Operator Certification, Energy
Customized Energy Solutions February 2015 - Present
Accenture April 2013 - February 2015
Customized Energy Solutions April 2009 - April 2013
Goldman Sachs August 2007 - April 2009
UBS 2005 - 2007
UBS Investment Bank, Stamford, Connecticut 2005 - 2007
Arthur Andersen 2000 - 2002
Bloomberg LP 1999 - 2000
Harlem Globetrotters 1997 - 1998
Bucknell University 1992 - 1996
Skills
Commodity Markets, Commodity, Energy, Asset Managment, Financial Analysis, Renewable Energy, Risk Management, Valuation, Due Diligence, Analysis, Project Management, Business Development, PJM Market Certified, Project Planning, Mergers & Acquisitions, Natural Gas, Leadership, Management, Energy Markets, Energy Industry, Strategy, Business Process..., Finance, Project Finance, Smart Grid, Asset Management
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2005
MBA, Marketing Managment
Bucknell University 1992 — 1996
BA, English & Business
Northwest Area Junior Senior High 1989 — 1992
AP Studies, Honors
PJM Operator Certified
PJM Operator Certification, Energy
Sarah Perlman Sarah Perlman's UBS Experience 2009 - 2009
Job Equity Capital Markets at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2014 - Present
UBS Financial Services Inc August 2012 - March 2014
UBS Financial Services Inc June 2011 - August 2011
Merrill Lynch September 2010 - December 2010
Paraco Gas June 2010 - August 2010
UBS 2009 - 2009
Skills
Bloomberg, Excel, PowerPoint, Factset, French, Series 7, Series 66
Education
Bryant University 2008 — 2012
Bachelor of Science, Business Administration
Bryant University Class of 2012 2008 — 2012
Bachelor of Science, Business Administration; Finance; Business and Management Program
Ridgefield High School 2004 — 2008
UBS Investment Bank April 2014 - Present
UBS Financial Services Inc August 2012 - March 2014
UBS Financial Services Inc June 2011 - August 2011
Merrill Lynch September 2010 - December 2010
Paraco Gas June 2010 - August 2010
UBS 2009 - 2009
Skills
Bloomberg, Excel, PowerPoint, Factset, French, Series 7, Series 66
Education
Bryant University 2008 — 2012
Bachelor of Science, Business Administration
Bryant University Class of 2012 2008 — 2012
Bachelor of Science, Business Administration; Finance; Business and Management Program
Ridgefield High School 2004 — 2008
Jacob Barton's UBS Experience August 2012 - December 2012
Job Portfolio Accountant at Heitman
Industry Real Estate
Experience
Heitman May 2014 - Present
Financial Planning Consultants, Inc. July 2013 - March 2014
UBS August 2012 - December 2012
Skills
Microsoft Excel 2010, Microsoft Word 2010, Microsoft Outlook, Microsoft Power Point..., QuickBooks, Sage ACT, Strong Communication...
Education
Butler University
Bachelor's degree, Finance and Organizational Communication & Leadership
Heitman May 2014 - Present
Financial Planning Consultants, Inc. July 2013 - March 2014
UBS August 2012 - December 2012
Skills
Microsoft Excel 2010, Microsoft Word 2010, Microsoft Outlook, Microsoft Power Point..., QuickBooks, Sage ACT, Strong Communication...
Education
Butler University
Bachelor's degree, Finance and Organizational Communication & Leadership
Ashley Nikoo Ashley Nikoo's UBS Experience June 2007 - August 2007
Job Vice President, Institutional Equities at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2014 - Present
Janney Montgomery Scott June 2013 - March 2014
Janney Montgomery Scott October 2011 - June 2013
Susquehanna International Group August 2008 - July 2010
University of Pennsylvania May 2008 - August 2008
UBS June 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Evangelical Hospital August 2005 - February 2006
Skills
Options, Series 7, Series 63, Wealth Management, Analysis, Trading, Management, Investments, Capital Markets
Education
Bucknell University 2004 — 2008
B.S. Business Administration, Management
Janney Montgomery Scott LLC March 2014 - Present
Janney Montgomery Scott June 2013 - March 2014
Janney Montgomery Scott October 2011 - June 2013
Susquehanna International Group August 2008 - July 2010
University of Pennsylvania May 2008 - August 2008
UBS June 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Evangelical Hospital August 2005 - February 2006
Skills
Options, Series 7, Series 63, Wealth Management, Analysis, Trading, Management, Investments, Capital Markets
Education
Bucknell University 2004 — 2008
B.S. Business Administration, Management
Jeffrey Scribner's UBS Experience April 2009 - May 2010
Job
Industry Investment Management
Experience
State Street Global Advisors September 2012 - Present
San Francisco Treasury Management Association (SFTMA) January 2014 - Present
Neuberger Berman May 2010 - September 2012
UBS April 2009 - May 2010
Morgan Stanley September 2007 - April 2009
eMarketer Research November 2006 - September 2007
Symtrax Corporation September 2005 - October 2006
Skills
Mutual Funds, Business Development, Series 7, Investment Management, Sales, Financial Services, Marketing Strategy, Portfolio Management, Equities, High Net Worth..., SaaS, Solution Selling, Lead Generation, Asset Allocation, Strategic Financial..., Relationship Management, Investments, Fixed Income, Financial Planning, Money Market Funds, Liquidity Management, Risk Management, Institutional Sales, Building Relationships
Education
Bryant University 2001 — 2005
Bachelor of Science in Business Administration
Accademia Italiana 2001 — 2003
Cohasset High School 1997 — 2001
State Street Global Advisors September 2012 - Present
San Francisco Treasury Management Association (SFTMA) January 2014 - Present
Neuberger Berman May 2010 - September 2012
UBS April 2009 - May 2010
Morgan Stanley September 2007 - April 2009
eMarketer Research November 2006 - September 2007
Symtrax Corporation September 2005 - October 2006
Skills
Mutual Funds, Business Development, Series 7, Investment Management, Sales, Financial Services, Marketing Strategy, Portfolio Management, Equities, High Net Worth..., SaaS, Solution Selling, Lead Generation, Asset Allocation, Strategic Financial..., Relationship Management, Investments, Fixed Income, Financial Planning, Money Market Funds, Liquidity Management, Risk Management, Institutional Sales, Building Relationships
Education
Bryant University 2001 — 2005
Bachelor of Science in Business Administration
Accademia Italiana 2001 — 2003
Cohasset High School 1997 — 2001
John Scally III John Scally III's UBS Experience May 2014 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
UBS July 2012 - April 2014
Merrill Lynch June 2011 - August 2011
Education
Bucknell University 2008 — 2012
Delbarton High School
Peck School
UBS May 2014 - Present
UBS July 2012 - April 2014
Merrill Lynch June 2011 - August 2011
Education
Bucknell University 2008 — 2012
Delbarton High School
Peck School
Mary Haskins Mary Haskins's UBS Experience 2000 - 2002
Job Manager of Learning and Development at Keolis Commuter Services
Industry Education Management
Experience
Keolis Commuter Services July 2014 - Present
Massachusetts Bay Commuter Rail January 2013 - June 2014
Compass School 2012 - 2012
Moses Brown School 2011 - 2012
The Wheeler School 2011 - 2012
Ridgway School District 2008 - 2012
The Learning Center 2007 - 2009
ICMA-RC 2004 - 2006
Compass Bank 2002 - 2004
UBS 2000 - 2002
Skills
English, Instructional Design, Teaching, Coaching, Public Speaking, Time Management, PowerPoint, Staff Development, Curriculum Design, Event Planning, Curriculum Development, Microsoft Word, Team Leadership, Microsoft Excel, Training, Sales, Management
Education
Brown University 2002 — 2003
Corporate Training Certificate, Education
University of Delaware 1983 — 1988
BS, Elementary Education
Keolis Commuter Services July 2014 - Present
Massachusetts Bay Commuter Rail January 2013 - June 2014
Compass School 2012 - 2012
Moses Brown School 2011 - 2012
The Wheeler School 2011 - 2012
Ridgway School District 2008 - 2012
The Learning Center 2007 - 2009
ICMA-RC 2004 - 2006
Compass Bank 2002 - 2004
UBS 2000 - 2002
Skills
English, Instructional Design, Teaching, Coaching, Public Speaking, Time Management, PowerPoint, Staff Development, Curriculum Design, Event Planning, Curriculum Development, Microsoft Word, Team Leadership, Microsoft Excel, Training, Sales, Management
Education
Brown University 2002 — 2003
Corporate Training Certificate, Education
University of Delaware 1983 — 1988
BS, Elementary Education
Brandan Lingle Brandan Lingle's UBS Experience July 2005 - June 2007
Job Director of Operations at Surgery Partners, LLC
Industry Hospital & Health Care
Experience
Surgery Partners, LLC January 2013 - Present
Jefferies & Company March 2010 - August 2012
UBS Investment Bank August 2009 - March 2010
UBS Investment Bank June 2008 - August 2008
UBS July 2005 - June 2007
UBS June 2004 - August 2004
Skills
Series 7, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Finance, General
Bucknell University 2001 — 2005
Bachelor of Arts (BA), Economics
Surgery Partners, LLC January 2013 - Present
Jefferies & Company March 2010 - August 2012
UBS Investment Bank August 2009 - March 2010
UBS Investment Bank June 2008 - August 2008
UBS July 2005 - June 2007
UBS June 2004 - August 2004
Skills
Series 7, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Finance, General
Bucknell University 2001 — 2005
Bachelor of Arts (BA), Economics
Heather Piskorowski's UBS Experience July 1997 - June 2002
Job Assistant Coach at Girls on the Run of St. Louis
Industry Financial Services
Experience
Girls on the Run of St. Louis February 2013 - Present
First Clearing Corporation September 2010 - January 2012
Bank of America 2002 - 2009
UBS July 1997 - June 2002
UBS July 1995 - July 1997
Skills
Recruiting, Process Improvement, Coaching, Consulting, Sales, Wealth Management, Fixed Income, Asset Allocation, Investments, Retirement Planning, Financial Services, Asset Management, Series 7, Mutual Funds, Finance, Securities, Equities, Financial Modeling, Series 63, Management, Leadership, Relationship Management, Portfolio Management, Alternative Investments
Education
Bucknell University 1991 — 1995
BA, English
Girls on the Run of St. Louis February 2013 - Present
First Clearing Corporation September 2010 - January 2012
Bank of America 2002 - 2009
UBS July 1997 - June 2002
UBS July 1995 - July 1997
Skills
Recruiting, Process Improvement, Coaching, Consulting, Sales, Wealth Management, Fixed Income, Asset Allocation, Investments, Retirement Planning, Financial Services, Asset Management, Series 7, Mutual Funds, Finance, Securities, Equities, Financial Modeling, Series 63, Management, Leadership, Relationship Management, Portfolio Management, Alternative Investments
Education
Bucknell University 1991 — 1995
BA, English
Bobby Grebenc Bobby Grebenc's UBS Experience May 2012 - August 2013
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2015 - Present
KeyBanc Capital Markets April 2014 - August 2014
UBS May 2012 - August 2013
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Microsoft Excel, PowerPoint, DCF Valuation, Comparable Analysis, Wealth Management, Team Leadership, Access, Portfolio Management, Gaining Commitment, Valuation, Financial Accounting, Data Analysis
Education
Brown University 2011 — 2015
Business/Commerce, General
St. Ignatius High School 2007 — 2011
High School
KeyBanc Capital Markets July 2015 - Present
KeyBanc Capital Markets April 2014 - August 2014
UBS May 2012 - August 2013
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Microsoft Excel, PowerPoint, DCF Valuation, Comparable Analysis, Wealth Management, Team Leadership, Access, Portfolio Management, Gaining Commitment, Valuation, Financial Accounting, Data Analysis
Education
Brown University 2011 — 2015
Business/Commerce, General
St. Ignatius High School 2007 — 2011
High School
Christopher Simonson Christopher Simonson's UBS Experience June 2012 - July 2012
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Sintra Capital Corp. July 2014 - November 2014
Hamlin Capital Management, LLC June 2013 - August 2013
Laven Partners February 2013 - April 2013
The Next Step Realty 2011 - October 2012
UBS June 2012 - July 2012
Skills
Social Media Marketing, Financial Analysis, Due Diligence, Investments, Finance, Equities, Equity Research, Hedge Funds, Valuation
Education
Bucknell University 2010 — 2014
Bachelor of Science (BS), Economics
Boston University London - School of Management 2013 — 2013
Brunswick School 1996 — 2010
Morgan Stanley January 2015 - Present
Sintra Capital Corp. July 2014 - November 2014
Hamlin Capital Management, LLC June 2013 - August 2013
Laven Partners February 2013 - April 2013
The Next Step Realty 2011 - October 2012
UBS June 2012 - July 2012
Skills
Social Media Marketing, Financial Analysis, Due Diligence, Investments, Finance, Equities, Equity Research, Hedge Funds, Valuation
Education
Bucknell University 2010 — 2014
Bachelor of Science (BS), Economics
Boston University London - School of Management 2013 — 2013
Brunswick School 1996 — 2010
Reid Gilligan Reid Gilligan's UBS Experience June 2015 - August 2015
Job Wealth Management Intern at UBS
Industry Financial Services
Experience
UBS June 2015 - August 2015
Business & Finance Magazine June 2014 - August 2014
AGC Partners July 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Social Media, Social Networking, Event Planning, Editing, Windows, Tutoring, Non-profits
Education
Bucknell University 2012 — 2016
Rivers School 2008 — 2012
High School
UBS June 2015 - August 2015
Business & Finance Magazine June 2014 - August 2014
AGC Partners July 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Social Media, Social Networking, Event Planning, Editing, Windows, Tutoring, Non-profits
Education
Bucknell University 2012 — 2016
Rivers School 2008 — 2012
High School
Scott Solomon's UBS Experience February 2014 - Present
Job Head of Research Technology at UBS
Industry Information Technology and Services
Experience
UBS February 2014 - Present
Morgan Stanley April 2007 - December 2013
L'Oreal USA July 2003 - March 2007
Skills
SPSS, Business Objects, Spotfire, Cognos ReportNet, Hyperion Planning, Business Intelligence, Data Warehousing, Project Management, Product Management, Predictive Analytics, IT Strategy, Analytics, Leadership, Data Mining, Big Data, Business Analytics, Business Analysis, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
Master of Business Administration (MBA)
Bucknell University 1999 — 2003
Bachelor of Engineering, Computer Science Engineering
UBS February 2014 - Present
Morgan Stanley April 2007 - December 2013
L'Oreal USA July 2003 - March 2007
Skills
SPSS, Business Objects, Spotfire, Cognos ReportNet, Hyperion Planning, Business Intelligence, Data Warehousing, Project Management, Product Management, Predictive Analytics, IT Strategy, Analytics, Leadership, Data Mining, Big Data, Business Analytics, Business Analysis, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
Master of Business Administration (MBA)
Bucknell University 1999 — 2003
Bachelor of Engineering, Computer Science Engineering
Brian H. Singer Brian H. Singer's UBS Experience 1997 - 1999
Job Finance Director
Industry Financial Services
Experience
. 2008 - Present
Cain Brothers 1999 - 2008
UBS 1997 - 1999
Dillon Read 1995 - 1997
Prudential Securities 1993 - 1995
Coopers & Lybrand 1990 - 1993
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, Valuation, Restructuring, Business Strategy, Divestitures, Financial Analysis, Investment Banking, Business Valuation, Public Finance, Private Equity, Capital Markets
Education
Bryant University 1986 — 1990
BSBA, Accounting
. 2008 - Present
Cain Brothers 1999 - 2008
UBS 1997 - 1999
Dillon Read 1995 - 1997
Prudential Securities 1993 - 1995
Coopers & Lybrand 1990 - 1993
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, Valuation, Restructuring, Business Strategy, Divestitures, Financial Analysis, Investment Banking, Business Valuation, Public Finance, Private Equity, Capital Markets
Education
Bryant University 1986 — 1990
BSBA, Accounting
Todd Starkey Todd Starkey's UBS Experience January 2013 - Present
Job Senior Vice President Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS January 2013 - Present
Bank of America Merrill Lynch November 1999 - January 2013
Education
Bryant College 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Mcquaid Jesuit High School 1981 — 1985
High School Graduation
UBS January 2013 - Present
Bank of America Merrill Lynch November 1999 - January 2013
Education
Bryant College 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Mcquaid Jesuit High School 1981 — 1985
High School Graduation
Lou Pellicori Lou Pellicori's UBS Experience 2006 - 2008
Job Managing Director, Chief Applications and Technology Officer at Glenmede Investment Management
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. April 2012 - Present
BNY Mellon/PNC GIS July 2008 - September 2011
UBS 2006 - 2008
Sun National Bank 2001 - 2006
Alliance Consulting 2000 - 2001
Commerce Bank 1999 - 2000
CoreStates Financial Corporation 1982 - 1997
Skills
Management Consulting, SDLC, Business Continuity, Financial Risk, IT Strategy, Integration, Enterprise Architecture, System Development, Outsourcing, PMO, Capital Markets, Disaster Recovery, Relationship Management, Leadership, IT Management, Portfolio Management, Mergers & Acquisitions, Equities, Banking, Risk Management, Program Management, Software Project..., Strategic Planning, Project Management, Business Process..., Business Analysis, Business Transformation, Vendor Management, Offshoring, Contract Negotiation, Change Management, Management, Information Technology, Business Intelligence, Business Process, Data Center, Requirements Analysis, IT Service Management, Process Improvement, Trading Systems, Team Leadership, Asset Managment, Financial Services, Wealth Management, Project Portfolio..., CRM, Investments, Business Process..., Team Building, Mergers
Education
University of Pennsylvania 1998 — 1999
Masters, Organizational Dynamics
University of Pennsylvania 1996 — 1996
Certificate, Wharton Executive Management Program.
Rutgers University – Camden 1981 — 1982
BS in Business Administration, Business
Bucknell University
Certificate (3 year program), Central Atlantic Advanced School Of Banking
The Glenmede Trust Company, N.A. April 2012 - Present
BNY Mellon/PNC GIS July 2008 - September 2011
UBS 2006 - 2008
Sun National Bank 2001 - 2006
Alliance Consulting 2000 - 2001
Commerce Bank 1999 - 2000
CoreStates Financial Corporation 1982 - 1997
Skills
Management Consulting, SDLC, Business Continuity, Financial Risk, IT Strategy, Integration, Enterprise Architecture, System Development, Outsourcing, PMO, Capital Markets, Disaster Recovery, Relationship Management, Leadership, IT Management, Portfolio Management, Mergers & Acquisitions, Equities, Banking, Risk Management, Program Management, Software Project..., Strategic Planning, Project Management, Business Process..., Business Analysis, Business Transformation, Vendor Management, Offshoring, Contract Negotiation, Change Management, Management, Information Technology, Business Intelligence, Business Process, Data Center, Requirements Analysis, IT Service Management, Process Improvement, Trading Systems, Team Leadership, Asset Managment, Financial Services, Wealth Management, Project Portfolio..., CRM, Investments, Business Process..., Team Building, Mergers
Education
University of Pennsylvania 1998 — 1999
Masters, Organizational Dynamics
University of Pennsylvania 1996 — 1996
Certificate, Wharton Executive Management Program.
Rutgers University – Camden 1981 — 1982
BS in Business Administration, Business
Bucknell University
Certificate (3 year program), Central Atlantic Advanced School Of Banking
Liz Clifford Liz Clifford's UBS Experience August 2015 - Present
Job Director Advisory Consulting at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
PIMCO January 2013 - July 2015
Nuveen Investments April 2011 - January 2013
UBS Global Asset Management February 2009 - February 2010
UBS Global Asset Management October 2008 - February 2009
UBS Global Asset Management January 2006 - July 2008
UBS Global Asset Management September 2006 - June 2007
UBS Financial Services, Inc May 2004 - September 2006
UBS PaineWebber April 2001 - May 2004
Mutchler Pharmaceuticals Inc October 1999 - March 2001
Skills
Wealth Management, Investments, Marketing, Consulting, Series 7, Asset Allocation, Series 63, Fixed Income, Asset Managment, Investment Advisory, Equities, Securities, Asset Management
Education
Bucknell University 1995 — 1999
B.S, Chemical Engineering
The Ursuline School
UBS August 2015 - Present
PIMCO January 2013 - July 2015
Nuveen Investments April 2011 - January 2013
UBS Global Asset Management February 2009 - February 2010
UBS Global Asset Management October 2008 - February 2009
UBS Global Asset Management January 2006 - July 2008
UBS Global Asset Management September 2006 - June 2007
UBS Financial Services, Inc May 2004 - September 2006
UBS PaineWebber April 2001 - May 2004
Mutchler Pharmaceuticals Inc October 1999 - March 2001
Skills
Wealth Management, Investments, Marketing, Consulting, Series 7, Asset Allocation, Series 63, Fixed Income, Asset Managment, Investment Advisory, Equities, Securities, Asset Management
Education
Bucknell University 1995 — 1999
B.S, Chemical Engineering
The Ursuline School
Jeannie Cabot, CFE's UBS Experience April 2002 - February 2003
Job Assistant Regional Director, U.S. Securities and Exchange Commission
Industry Government Administration
Experience
U.S. Securities and Exchange Commission July 2014 - Present
US Securities and Exchange Commission December 2011 - July 2014
US Securities and Exchange Commission October 2003 - December 2011
Green Cay Asset Management March 2003 - August 2003
UBS April 2002 - February 2003
Franklin Templeton Investments April 1985 - April 2001
Skills
Regulations, Due Diligence, Marketing, Hedge Funds, Securities, Investments, Mutual Funds, SEC, Fraud, Financial Services, Financial Analysis, Auditing, Internal Controls, Certified Fraud Examiner, Investment Advisory, Analytics, Equities, Financial Risk, Portfolio Management, Securities Regulation
Education
ACFE
CFE, Certified Fraud Examiner
Bryant University
BS, Marketing, Economics
Nova Southeastern University
MBA, Business Administration
U.S. Securities and Exchange Commission July 2014 - Present
US Securities and Exchange Commission December 2011 - July 2014
US Securities and Exchange Commission October 2003 - December 2011
Green Cay Asset Management March 2003 - August 2003
UBS April 2002 - February 2003
Franklin Templeton Investments April 1985 - April 2001
Skills
Regulations, Due Diligence, Marketing, Hedge Funds, Securities, Investments, Mutual Funds, SEC, Fraud, Financial Services, Financial Analysis, Auditing, Internal Controls, Certified Fraud Examiner, Investment Advisory, Analytics, Equities, Financial Risk, Portfolio Management, Securities Regulation
Education
ACFE
CFE, Certified Fraud Examiner
Bryant University
BS, Marketing, Economics
Nova Southeastern University
MBA, Business Administration
Valaree Moodee Lockman Valaree Moodee Lockman's UBS Experience June 1987 - May 1996
Job BAE Systems Inc. Labor & Employment Counsel
Industry Defense & Space
Experience
BAE Systems Inc. June 2013 - Present
Moodee Law Group April 2012 - June 2013
Booz Allen Hamilton July 2009 - March 2012
Fannie Mae May 1996 - August 2008
UBS June 1987 - May 1996
Financial Industry Regulatory Authority January 1986 - May 1987
Skills
Employee Relations, Employment Law, Policy, Contract Negotiation, Corporate Law, Affirmative Action, Severance, Performance Management, Personnel Management, FLSA, Mediation, Risk Management, Corporate Governance, Litigation, Arbitration, Human Resources, Diversity, Legal, Succession Planning, Leadership, Training, Management, Immigration Law, Legal Compliance, Restructuring, FMLA, Securities, Insurance
Education
Brooklyn Law School
JD
Long Island University, Brooklyn Campus
BA, Political Science
BAE Systems Inc. June 2013 - Present
Moodee Law Group April 2012 - June 2013
Booz Allen Hamilton July 2009 - March 2012
Fannie Mae May 1996 - August 2008
UBS June 1987 - May 1996
Financial Industry Regulatory Authority January 1986 - May 1987
Skills
Employee Relations, Employment Law, Policy, Contract Negotiation, Corporate Law, Affirmative Action, Severance, Performance Management, Personnel Management, FLSA, Mediation, Risk Management, Corporate Governance, Litigation, Arbitration, Human Resources, Diversity, Legal, Succession Planning, Leadership, Training, Management, Immigration Law, Legal Compliance, Restructuring, FMLA, Securities, Insurance
Education
Brooklyn Law School
JD
Long Island University, Brooklyn Campus
BA, Political Science
Hyoju Lim Hyoju Lim's UBS Experience October 2013 - January 2014
Job Software Developer
Industry Computer Software
Experience
Paperless Post March 2015 - Present
Brown University August 2012 - May 2014
UBS October 2013 - January 2014
The Boston Consulting Group September 2013 - October 2013
Thomson Reuters June 2013 - August 2013
Skills
Research, Java, Teaching, Data Visualization, Data Analysis, Business Analysis, Statistics, Presentations, python, Python, Photoshop, Financial Modeling
Education
Brown University 2010 — 2014
Bachelor of Science (B.S.), Computer Science - Economics
Daewon Foreign Language High School 2007 — 2010
English - Chinese
Paperless Post March 2015 - Present
Brown University August 2012 - May 2014
UBS October 2013 - January 2014
The Boston Consulting Group September 2013 - October 2013
Thomson Reuters June 2013 - August 2013
Skills
Research, Java, Teaching, Data Visualization, Data Analysis, Business Analysis, Statistics, Presentations, python, Python, Photoshop, Financial Modeling
Education
Brown University 2010 — 2014
Bachelor of Science (B.S.), Computer Science - Economics
Daewon Foreign Language High School 2007 — 2010
English - Chinese
Robert Radoccia Robert Radoccia's UBS Experience 1985 - 1988
Job Principal/Owner at The Capital Group
Industry Investment Management
Experience
The Capital Group Financial Advisors, Inc. 1995 - Present
Goldman Sachs 1991 - 1995
BankBoston 1988 - 1991
UBS 1985 - 1988
Skills
Alternative Investments, Investments, Estate Planning, Asset Managment, Securities, Wealth Management, Private Equity, Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Series 63, Portfolio Management, Retirement, Financial Advisory
Education
Brown University 1981 — 1985
Bachelor's degree, Economics & Political Science
Phillips Exeter Academy 1980 — 1981
The Capital Group Financial Advisors, Inc. 1995 - Present
Goldman Sachs 1991 - 1995
BankBoston 1988 - 1991
UBS 1985 - 1988
Skills
Alternative Investments, Investments, Estate Planning, Asset Managment, Securities, Wealth Management, Private Equity, Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Series 63, Portfolio Management, Retirement, Financial Advisory
Education
Brown University 1981 — 1985
Bachelor's degree, Economics & Political Science
Phillips Exeter Academy 1980 — 1981
Christie E. Susi Christie E. Susi's UBS Experience June 2009 - August 2009
Job Attorney at Bowman Law Firm, LLC
Industry Law Practice
Experience
Bowman Law Firm, LLC June 2014 - Present
W. P. Carey Inc. February 2011 - May 2014
UBS June 2009 - August 2009
W. P. Carey Inc. May 2008 - March 2009
Merrill Lynch September 2006 - July 2007
Ted Susi For State Representative (District 86, Maine) January 2006 - November 2006
Morgan Stanley January 2005 - October 2005
EMILY's List June 2004 - November 2004
Education
Brooklyn Law School 2007 — 2010
JD
University of Pennsylvania 2001 — 2004
BA
Bowman Law Firm, LLC June 2014 - Present
W. P. Carey Inc. February 2011 - May 2014
UBS June 2009 - August 2009
W. P. Carey Inc. May 2008 - March 2009
Merrill Lynch September 2006 - July 2007
Ted Susi For State Representative (District 86, Maine) January 2006 - November 2006
Morgan Stanley January 2005 - October 2005
EMILY's List June 2004 - November 2004
Education
Brooklyn Law School 2007 — 2010
JD
University of Pennsylvania 2001 — 2004
BA
Kurt Skvarla, CFP® Kurt Skvarla, CFP®'s UBS Experience June 2010 - Present
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS June 2010 - Present
West Penn Real Estate, LLC March 2011 - Present
Warrior Pizza July 2009 - August 2011
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Duquesne University 2011 — 2012
Executive Degree in Financial Planning, Financial Planning
Bucknell University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management
Penn Trafford 2002 — 2006
UBS June 2010 - Present
West Penn Real Estate, LLC March 2011 - Present
Warrior Pizza July 2009 - August 2011
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Duquesne University 2011 — 2012
Executive Degree in Financial Planning, Financial Planning
Bucknell University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management
Penn Trafford 2002 — 2006
Debrah Oelke Debrah Oelke's UBS Experience May 2008 - Present
Job First Vice President/Wealth Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS May 2008 - Present
Education
Bryant and Stratton College-Milwaukee 1976 — 1979
Associate, Business and Finance
Menominee High School 1972 — 1976
Diploma
UBS May 2008 - Present
Education
Bryant and Stratton College-Milwaukee 1976 — 1979
Associate, Business and Finance
Menominee High School 1972 — 1976
Diploma
Liz Digani, CFP®, ChFC®, CLU® Liz Digani, CFP®, ChFC®, CLU®'s UBS Experience September 2012 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS September 2012 - Present
UBS November 2010 - September 2012
UBS June 2009 - November 2010
UBS May 2007 - June 2009
UBS June 2005 - May 2007
Education
Bucknell University
BSBA, Business Management, Spanish (minor)
UBS September 2012 - Present
UBS November 2010 - September 2012
UBS June 2009 - November 2010
UBS May 2007 - June 2009
UBS June 2005 - May 2007
Education
Bucknell University
BSBA, Business Management, Spanish (minor)
Daniel Katzive Daniel Katzive's UBS Experience September 2002 - August 2007
Job Head of FX Strategy for North America at BNP Paribas
Industry Banking
Experience
BNP Paribas April 2013 - Present
Credit Suisse August 2007 - April 2013
UBS September 2002 - August 2007
Goldman Sachs April 2000 - September 2002
Standard and Poor's MMS February 1998 - March 2000
Federal Reserve Bank of New York August 1992 - December 1997
Swiss Bank Corporation 1991 - 1991
Education
Columbia University - School of International and Public Affairs 1990 — 1992
Master of International Affairs, International Banking & Finance
The London School of Economics and Political Science (LSE) 1988 — 1989
General course student
Brown University 1986 — 1990
B.A., International Relations
BNP Paribas April 2013 - Present
Credit Suisse August 2007 - April 2013
UBS September 2002 - August 2007
Goldman Sachs April 2000 - September 2002
Standard and Poor's MMS February 1998 - March 2000
Federal Reserve Bank of New York August 1992 - December 1997
Swiss Bank Corporation 1991 - 1991
Education
Columbia University - School of International and Public Affairs 1990 — 1992
Master of International Affairs, International Banking & Finance
The London School of Economics and Political Science (LSE) 1988 — 1989
General course student
Brown University 1986 — 1990
B.A., International Relations
Ryan Oliveri's UBS Experience April 2000 - March 2013
Job Vice President, Global HR Systems at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation April 2013 - Present
UBS April 2000 - March 2013
Skills
Project Management, Change Management, Human Resources, HR Transformation, Organizational Design, Workforce Planning, Talent Management, Talent Acquisition, Performance Management, Employee Engagement, Management, Cross-functional Team..., Coaching, HRIS
Education
Bucknell University 1993 — 1996
BA, Physics
Moody's Corporation April 2013 - Present
UBS April 2000 - March 2013
Skills
Project Management, Change Management, Human Resources, HR Transformation, Organizational Design, Workforce Planning, Talent Management, Talent Acquisition, Performance Management, Employee Engagement, Management, Cross-functional Team..., Coaching, HRIS
Education
Bucknell University 1993 — 1996
BA, Physics
Amy Hong Amy Hong's UBS Experience 2005 - 2006
Job Market Structure Strategy, Global Credit
Industry Capital Markets
Experience
Goldman Sachs 2012 - Present
Goldman Sachs 2010 - 2012
Goldman Sachs 2006 - 2010
UBS 2005 - 2006
Skills
Hedge Funds, Capital Markets, Investment Banking, Derivatives, Financial Modeling, Fixed Income, Credit Derivatives, Investments, Equities, Bloomberg
Education
Bucknell University
Columbia University - Columbia Business School
Mission San Jose High
Warm Springs Elementary
Goldman Sachs 2012 - Present
Goldman Sachs 2010 - 2012
Goldman Sachs 2006 - 2010
UBS 2005 - 2006
Skills
Hedge Funds, Capital Markets, Investment Banking, Derivatives, Financial Modeling, Fixed Income, Credit Derivatives, Investments, Equities, Bloomberg
Education
Bucknell University
Columbia University - Columbia Business School
Mission San Jose High
Warm Springs Elementary
Andrew Faher's UBS Experience September 2009 - December 2009
Job Sales Engineer at B&B Manufacturing, Inc.
Industry Mechanical or Industrial Engineering
Experience
B&B Manufacturing, Inc. March 2014 - Present
B&B Manufacturing, Inc. February 2013 - March 2014
DWA Uniforms February 2012 - February 2013
B&B Manufacturing, Inc. January 2011 - February 2012
Envoy Mortgage April 2010 - July 2010
UBS September 2009 - December 2009
Skills
Marketing, Management, Budgets, Market Research, Customer Satisfaction, Customer Service, Finance, Leadership, Manufacturing, Sales, Social Networking, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Continuous Improvement
Education
Butler University 2006 — 2010
Bachelor of Science (B.S.), Marketing
B&B Manufacturing, Inc. March 2014 - Present
B&B Manufacturing, Inc. February 2013 - March 2014
DWA Uniforms February 2012 - February 2013
B&B Manufacturing, Inc. January 2011 - February 2012
Envoy Mortgage April 2010 - July 2010
UBS September 2009 - December 2009
Skills
Marketing, Management, Budgets, Market Research, Customer Satisfaction, Customer Service, Finance, Leadership, Manufacturing, Sales, Social Networking, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Continuous Improvement
Education
Butler University 2006 — 2010
Bachelor of Science (B.S.), Marketing
Carol Dahl Smith Carol Dahl Smith's UBS Experience November 2005 - October 2006
Job Department of Treasury
Industry Government Administration
Experience
Smith Barney October 2006 - October 2008
UBS November 2005 - October 2006
Office Depot January 1995 - April 2004
American Express September 1987 - January 1995
Skills
Investments, Series 7, Wealth Management, Finance, Investment Advisory, Fixed Annuities, Uniform Combined State..., Personal Finance, Real Estate, Financial Analysis, Income Tax, Business Analysis
Education
Nova Southeastern University 2008 — 2008
Broward College
A.S.
University of Maryland University College
Smith Barney October 2006 - October 2008
UBS November 2005 - October 2006
Office Depot January 1995 - April 2004
American Express September 1987 - January 1995
Skills
Investments, Series 7, Wealth Management, Finance, Investment Advisory, Fixed Annuities, Uniform Combined State..., Personal Finance, Real Estate, Financial Analysis, Income Tax, Business Analysis
Education
Nova Southeastern University 2008 — 2008
Broward College
A.S.
University of Maryland University College
Josie Edmonds Josie Edmonds's UBS Experience 2001 - 2003
Job Registered Support Assistant at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc. March 2013 - Present
Platinum Broker Transition Services January 2012 - Present
Morgan Stanley Smith Barney April 1994 - January 2012
Morgan Stanley Smith Barney 2003 - 2012
Citi Smith Barney 2003 - 2009
UBS Financial Services January 2001 - January 2003
UBS 2001 - 2003
U.S. Army Reserve 1995 - 2003
Smith Barney January 1994 - January 2001
Skills
Bi-lingual, Series 7, 63, 9 & 10, Series 7, Hiring, Multilingual, Recruiting, Banking, Interviews, Human Resources, Accounts Payable, Payroll, Training, Office Management, Insurance
Education
United States Army Reserve 1994 — 2002
Legal Career Institute
Broward College
Ameriprise Financial Services Inc. March 2013 - Present
Platinum Broker Transition Services January 2012 - Present
Morgan Stanley Smith Barney April 1994 - January 2012
Morgan Stanley Smith Barney 2003 - 2012
Citi Smith Barney 2003 - 2009
UBS Financial Services January 2001 - January 2003
UBS 2001 - 2003
U.S. Army Reserve 1995 - 2003
Smith Barney January 1994 - January 2001
Skills
Bi-lingual, Series 7, 63, 9 & 10, Series 7, Hiring, Multilingual, Recruiting, Banking, Interviews, Human Resources, Accounts Payable, Payroll, Training, Office Management, Insurance
Education
United States Army Reserve 1994 — 2002
Legal Career Institute
Broward College
Larry Otsuka's UBS Experience August 2010 - November 2012
Job Sales Director at Outbrain
Industry Internet
Experience
Outbrain January 2015 - Present
Outbrain January 2014 - January 2015
Outbrain November 2012 - January 2014
UBS August 2010 - November 2012
Merrill Lynch May 2010 - August 2010
Bank of America May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Data Analysis, FX Options, Social Media, Valuation, Microsoft Word, Sales, Hedge Funds, Entrepreneurship, Salesforce.com, Marketing, Social Media Marketing, Accounting, Financial Markets, Investment Strategies, Retirement Planning, Start-ups, Analytics, Finance, Securities, Analysis, Business Strategy, Social Networking, Risk Management, Competitive Analysis, Public Speaking, Capital Markets, Bloomberg Terminal, Strategy, Alternative Investments, Market Research, Strategic Planning, Economics, Financial Services, Online Marketing, Strategic Partnerships, Business Development, Digital Marketing, Digital Strategy, CRM, Mobile Marketing
Education
Brown University 2006 — 2010
BA, Commerce, Organizations, and Entrepreneurship
Outbrain January 2015 - Present
Outbrain January 2014 - January 2015
Outbrain November 2012 - January 2014
UBS August 2010 - November 2012
Merrill Lynch May 2010 - August 2010
Bank of America May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Data Analysis, FX Options, Social Media, Valuation, Microsoft Word, Sales, Hedge Funds, Entrepreneurship, Salesforce.com, Marketing, Social Media Marketing, Accounting, Financial Markets, Investment Strategies, Retirement Planning, Start-ups, Analytics, Finance, Securities, Analysis, Business Strategy, Social Networking, Risk Management, Competitive Analysis, Public Speaking, Capital Markets, Bloomberg Terminal, Strategy, Alternative Investments, Market Research, Strategic Planning, Economics, Financial Services, Online Marketing, Strategic Partnerships, Business Development, Digital Marketing, Digital Strategy, CRM, Mobile Marketing
Education
Brown University 2006 — 2010
BA, Commerce, Organizations, and Entrepreneurship
James Tucker Jr.'s UBS Experience June 2014 - August 2014
Job MBA Candidate, The Wharton School
Industry Real Estate
Experience
UBS June 2014 - August 2014
Management Leadership for Tomorrow (MLT) January 2012 - June 2013
Accenture October 2010 - May 2013
The Wilkinson Group, Inc June 2010 - September 2010
Turner Construction September 2007 - October 2008
The Whiting-Turner Contracting Company May 2006 - August 2006
Pennsylvania Department of Transportation May 2005 - August 2005
Skills
Construction Management, Contract Management, Construction, Project Management, Engineering, AutoCAD, MS Project, Civil Engineering, Matlab, Management, Project Estimation, Suretrack, Leadership, Process Improvement, Process Scheduler
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Real Estate
Duke University 2009 — 2010
MEM, Engineering Management
Bucknell University 2003 — 2007
BSCE, Civil Engineering
Haverford High School 1999 — 2003
UBS June 2014 - August 2014
Management Leadership for Tomorrow (MLT) January 2012 - June 2013
Accenture October 2010 - May 2013
The Wilkinson Group, Inc June 2010 - September 2010
Turner Construction September 2007 - October 2008
The Whiting-Turner Contracting Company May 2006 - August 2006
Pennsylvania Department of Transportation May 2005 - August 2005
Skills
Construction Management, Contract Management, Construction, Project Management, Engineering, AutoCAD, MS Project, Civil Engineering, Matlab, Management, Project Estimation, Suretrack, Leadership, Process Improvement, Process Scheduler
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Real Estate
Duke University 2009 — 2010
MEM, Engineering Management
Bucknell University 2003 — 2007
BSCE, Civil Engineering
Haverford High School 1999 — 2003
Julia Zhuofei Xu Julia Zhuofei Xu's UBS Experience July 2012 - July 2012
Job Analyst at J.P. Morgan
Industry
Experience
tink knit October 2014 - Present
J.P. Morgan June 2014 - August 2014
Capital Good Fund January 2012 - December 2013
Zurich Insurance Company Ltd July 2013 - August 2013
UBS July 2012 - July 2012
City Weekend December 2011 - January 2012
Skills
Finance, Economics, Entrepreneurship
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), International Relations & Applied Mathematics - Economics
UCL 2014 — 2014
Semester Abroad, Economics & Political Science
High School of Peking University 2008 — 2011
tink knit October 2014 - Present
J.P. Morgan June 2014 - August 2014
Capital Good Fund January 2012 - December 2013
Zurich Insurance Company Ltd July 2013 - August 2013
UBS July 2012 - July 2012
City Weekend December 2011 - January 2012
Skills
Finance, Economics, Entrepreneurship
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), International Relations & Applied Mathematics - Economics
UCL 2014 — 2014
Semester Abroad, Economics & Political Science
High School of Peking University 2008 — 2011
Julia Xu Julia Xu's UBS Experience July 2012 - July 2012
Job Student at Brown University
Industry Financial Services
Experience
Capital Good Fund February 2012 - December 2013
Zurich Insurance Company Ltd. July 2013 - August 2013
UBS July 2012 - July 2012
City Weekend December 2011 - January 2012
The Bookworm June 2011 - July 2011
Skills
Applied Mathematics, Java, Economics, Econometrics, Microsoft Office, Research, Stata
Education
Brown University 2011 — 2015
Bachelor of Science (B.Sc.)
HIgh School of Peking University 2008 — 2011
Capital Good Fund February 2012 - December 2013
Zurich Insurance Company Ltd. July 2013 - August 2013
UBS July 2012 - July 2012
City Weekend December 2011 - January 2012
The Bookworm June 2011 - July 2011
Skills
Applied Mathematics, Java, Economics, Econometrics, Microsoft Office, Research, Stata
Education
Brown University 2011 — 2015
Bachelor of Science (B.Sc.)
HIgh School of Peking University 2008 — 2011
Adriana Fuertes Adriana Fuertes's UBS Experience June 2007 - August 2007
Job
Industry Accounting
Experience
First Bank March 2014 - Present
KPMG June 2011 - March 2014
LPG CPA June 2010 - August 2010
Ernst & Young June 2009 - August 2009
Universal Insurance Group June 2008 - July 2008
UBS June 2007 - August 2007
Skills
Microsoft Excel, Accounting, PowerPoint, Marketing, Finance, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, Management, Budgets
Education
Bryant University 2006 — 2011
BS, MPAc, accounting
Academia Perpetuo Socorro 1993 — 2006
HS
First Bank March 2014 - Present
KPMG June 2011 - March 2014
LPG CPA June 2010 - August 2010
Ernst & Young June 2009 - August 2009
Universal Insurance Group June 2008 - July 2008
UBS June 2007 - August 2007
Skills
Microsoft Excel, Accounting, PowerPoint, Marketing, Finance, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, Management, Budgets
Education
Bryant University 2006 — 2011
BS, MPAc, accounting
Academia Perpetuo Socorro 1993 — 2006
HS
Daniel Arce-Yee Daniel Arce-Yee's UBS Experience September 2011 - December 2012
Job Prime Brokerage Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2015 - Present
Goldman Sachs January 2013 - Present
UBS September 2011 - December 2012
UBS Investment Bank August 2010 - August 2011
Bucknell University 2007 - 2010
Citi Group June 2009 - August 2009
ACCION USA June 2009 - August 2009
Citi Group June 2008 - August 2008
Skills
PowerPoint, Access, Microsoft Excel, Microsoft Word, CME BPS System, SAP Business Software, Sungard GMI, Microsoft Office, Series 7, Series 63
Education
Bucknell University 2006 — 2010
Goldman Sachs April 2015 - Present
Goldman Sachs January 2013 - Present
UBS September 2011 - December 2012
UBS Investment Bank August 2010 - August 2011
Bucknell University 2007 - 2010
Citi Group June 2009 - August 2009
ACCION USA June 2009 - August 2009
Citi Group June 2008 - August 2008
Skills
PowerPoint, Access, Microsoft Excel, Microsoft Word, CME BPS System, SAP Business Software, Sungard GMI, Microsoft Office, Series 7, Series 63
Education
Bucknell University 2006 — 2010
Steve Darby's UBS Experience 2002 - 2004
Job Alternative Investments Consultant New York at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
Deutsche Bank January 2013 - December 2014
Russell Investments June 2011 - August 2012
UBS Wealth Management 2008 - June 2011
UBS Wealth Management 2007 - 2008
UBS Wealth Management 2004 - 2007
UBS 2002 - 2004
Paine Webber 1999 - 2002
PaineWebber 1997 - 1999
The Chase Manhattan Bank 1996 - 1997
Skills
Asset Managment, Wealth Management, Sales Management, ETFs, Private Banking, Alternative Investments, International Sales, Fixed Income, CIMA Level III Candidate, Wealth, Investment Advisory, Equities, Mutual Funds, Hedge Funds, Series 7, Wealth Management..., Asset Management, Financial Advisory, Derivatives, Structured Products, Securities, Bonds, Investments, Portfolio Management, Finance, Business Development
Education
Bucknell University 1990 — 1994
BSBA, Business Management
Bronxville High School 1986 — 1990
UBS Wealth Management May 2015 - Present
Deutsche Bank January 2013 - December 2014
Russell Investments June 2011 - August 2012
UBS Wealth Management 2008 - June 2011
UBS Wealth Management 2007 - 2008
UBS Wealth Management 2004 - 2007
UBS 2002 - 2004
Paine Webber 1999 - 2002
PaineWebber 1997 - 1999
The Chase Manhattan Bank 1996 - 1997
Skills
Asset Managment, Wealth Management, Sales Management, ETFs, Private Banking, Alternative Investments, International Sales, Fixed Income, CIMA Level III Candidate, Wealth, Investment Advisory, Equities, Mutual Funds, Hedge Funds, Series 7, Wealth Management..., Asset Management, Financial Advisory, Derivatives, Structured Products, Securities, Bonds, Investments, Portfolio Management, Finance, Business Development
Education
Bucknell University 1990 — 1994
BSBA, Business Management
Bronxville High School 1986 — 1990
Madeleine Wise Madeleine Wise's UBS Experience January 2001 - October 2002
Job Senior Consultant, New Product Development at CEB
Industry Management Consulting
Experience
Corporate Executive Board 2012 - 2013
United Nations (CTBTO) 2010 - 2011
Archstone Consulting 2010 - 2010
Archstone Consulting 2007 - 2009
Lehman Brothers 2006 - 2006
Clark & Weinstock 2002 - 2005
UBS January 2001 - October 2002
Skills
Financial Modeling, Valuation, Management Consulting, Strategy, Corporate Development, Financial Analysis, Business Strategy, Equity Research
Education
Brown University
BA, International Relations (Political Economy)
Columbia University - Columbia Business School
MBA, Finance
Corporate Executive Board 2012 - 2013
United Nations (CTBTO) 2010 - 2011
Archstone Consulting 2010 - 2010
Archstone Consulting 2007 - 2009
Lehman Brothers 2006 - 2006
Clark & Weinstock 2002 - 2005
UBS January 2001 - October 2002
Skills
Financial Modeling, Valuation, Management Consulting, Strategy, Corporate Development, Financial Analysis, Business Strategy, Equity Research
Education
Brown University
BA, International Relations (Political Economy)
Columbia University - Columbia Business School
MBA, Finance
George McLawhon George McLawhon's UBS Experience June 2011 - Present
Job Executive Director at UBS
Industry Outsourcing/Offshoring
Experience
UBS June 2011 - Present
TPI September 2000 - June 2011
Halliburton Company 1978 - 2000
Skills
PeopleSoft
Education
University of Tennessee Space Institute 1976 — 1978
Master of Science
Bryan College 1972 — 1976
Bachelor of Arts
UBS June 2011 - Present
TPI September 2000 - June 2011
Halliburton Company 1978 - 2000
Skills
PeopleSoft
Education
University of Tennessee Space Institute 1976 — 1978
Master of Science
Bryan College 1972 — 1976
Bachelor of Arts
Thomas Manglaviti Jr.'s UBS Experience May 2009 - September 2009
Job Internal Wholesaler at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities March 2015 - Present
Realty Capital Securities June 2014 - February 2015
JDX Consulting October 2013 - June 2014
Beauté Prestige International May 2013 - June 2013
Bryant University September 2011 - August 2012
International Packaging, Inc January 2012 - June 2012
UBS May 2009 - September 2009
Skills
Strategic Consulting, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Financial Modeling, Management, Analysis, Financial Analysis, Data Analysis, Marketing, Time Management, Sales
Education
Bryant University 2011 — 2012
Master of Business Administration (MBA)
Providence College 2007 — 2011
Bachelor of Science (BS), Management
Realty Capital Securities March 2015 - Present
Realty Capital Securities June 2014 - February 2015
JDX Consulting October 2013 - June 2014
Beauté Prestige International May 2013 - June 2013
Bryant University September 2011 - August 2012
International Packaging, Inc January 2012 - June 2012
UBS May 2009 - September 2009
Skills
Strategic Consulting, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Financial Modeling, Management, Analysis, Financial Analysis, Data Analysis, Marketing, Time Management, Sales
Education
Bryant University 2011 — 2012
Master of Business Administration (MBA)
Providence College 2007 — 2011
Bachelor of Science (BS), Management
Kyu Julia Kang Kyu Julia Kang's UBS Experience June 2014 - Present
Job Associate Manager, Branch Review Group
Industry Financial Services
Experience
UBS June 2014 - Present
UBS March 2011 - June 2014
Eastern Environmental Law Center August 2010 - January 2011
Legal Services of New Jersey November 2009 - January 2010
US Environmental Protection Agency (EPA) - Region 2 May 2008 - December 2008
Brooklyn Law School Legal Services September 2007 - May 2008
Skills
Risk Management, Project Management, Internal Audit, Leadership Development, Management, Training, Employee Training, Legal Compliance, Conflict Resolution, Series 7
Education
Brooklyn Law School 2006 — 2009
J.D., Law
Rutgers University-New Brunswick 2000 — 2005
Bachelor’s Degree, Criminal Justice & Psychology
UBS June 2014 - Present
UBS March 2011 - June 2014
Eastern Environmental Law Center August 2010 - January 2011
Legal Services of New Jersey November 2009 - January 2010
US Environmental Protection Agency (EPA) - Region 2 May 2008 - December 2008
Brooklyn Law School Legal Services September 2007 - May 2008
Skills
Risk Management, Project Management, Internal Audit, Leadership Development, Management, Training, Employee Training, Legal Compliance, Conflict Resolution, Series 7
Education
Brooklyn Law School 2006 — 2009
J.D., Law
Rutgers University-New Brunswick 2000 — 2005
Bachelor’s Degree, Criminal Justice & Psychology
Jens Teagan Jens Teagan's UBS Experience 1997 - 1998
Job Finance | Strategy | Corporate Development | Partnerships | M&A | Cloud | Network
Industry Information Technology and Services
Experience
Acxiom IT Outsourcing August 2015 - Present
CenturyLink January 2013 - October 2014
Savvis July 2003 - December 2012
Global Telesystems 1998 - 2001
Bankers Trust 1998 - 1998
UBS 1997 - 1998
BMP International 1994 - 1998
Arthur D. Little 1988 - 1992
Skills
Strategic Planning, Due Diligence, Mergers & Acquisitions, Forecasting, Corporate Development, Integration, Corporate Finance, Finance, Business Strategy, Executive Management, Program Management, SaaS, Restructuring, Enterprise Software, Networking, Cloud Computing, Private Equity, Negotiation, Mergers, Professional Services, Telecommunications, Management, Valuation, Data Center, Investments, Start-ups, Equities, Emerging Markets, Strategy, Business Development, IPO, Business Alliances, Go-to-market Strategy, Strategic Partnerships
Education
London Business School 1992 — 1994
MBA
Brown University 1984 — 1988
BA, Economics and International Relations
Universidad de Córdoba
Study abroad, full immersion
Acxiom IT Outsourcing August 2015 - Present
CenturyLink January 2013 - October 2014
Savvis July 2003 - December 2012
Global Telesystems 1998 - 2001
Bankers Trust 1998 - 1998
UBS 1997 - 1998
BMP International 1994 - 1998
Arthur D. Little 1988 - 1992
Skills
Strategic Planning, Due Diligence, Mergers & Acquisitions, Forecasting, Corporate Development, Integration, Corporate Finance, Finance, Business Strategy, Executive Management, Program Management, SaaS, Restructuring, Enterprise Software, Networking, Cloud Computing, Private Equity, Negotiation, Mergers, Professional Services, Telecommunications, Management, Valuation, Data Center, Investments, Start-ups, Equities, Emerging Markets, Strategy, Business Development, IPO, Business Alliances, Go-to-market Strategy, Strategic Partnerships
Education
London Business School 1992 — 1994
MBA
Brown University 1984 — 1988
BA, Economics and International Relations
Universidad de Córdoba
Study abroad, full immersion
Nicholas Hertz, CAIA's UBS Experience August 2014 - Present
Job Director Strategic Equity Solutions Group at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
UBS June 2010 - Present
UBS Wealth Management July 2008 - June 2010
UBS Wealth Management June 2007 - August 2007
Education
Bucknell University 2004 — 2008
Management
UBS August 2014 - Present
UBS June 2010 - Present
UBS Wealth Management July 2008 - June 2010
UBS Wealth Management June 2007 - August 2007
Education
Bucknell University 2004 — 2008
Management
Gregg Cohenca's UBS Experience June 2011 - August 2011
Job Coordinator & Executive Assistant to the CoPresidents at RadiusTWC, The Weinstein Company
Industry Entertainment
Experience
Radius-TWC, The Weinstein Company January 2014 - Present
William Morris Endeavor August 2012 - January 2014
William Morris Endeavor June 2012 - August 2012
William Morris Endeavor June 2011 - August 2011
UBS June 2011 - August 2011
Weeden & Co. June 2009 - August 2009
Skills
Television, Social Media, Final Cut Pro, PowerPoint, Social Networking, Event Planning, Social Media Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Editing, Research, Digital Media
Education
Bucknell University 2008 — 2012
B.A., Economics, Film and Media Studies
Radius-TWC, The Weinstein Company January 2014 - Present
William Morris Endeavor August 2012 - January 2014
William Morris Endeavor June 2012 - August 2012
William Morris Endeavor June 2011 - August 2011
UBS June 2011 - August 2011
Weeden & Co. June 2009 - August 2009
Skills
Television, Social Media, Final Cut Pro, PowerPoint, Social Networking, Event Planning, Social Media Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Editing, Research, Digital Media
Education
Bucknell University 2008 — 2012
B.A., Economics, Film and Media Studies
Jason Kimmell's UBS Experience March 2004 - Present
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS March 2004 - Present
Charles Schwab January 1990 - August 2004
Education
Butler University - College of Business Administration
UBS March 2004 - Present
Charles Schwab January 1990 - August 2004
Education
Butler University - College of Business Administration
Murtaza Sardharwala Murtaza Sardharwala's UBS Experience October 2003 - April 2004
Job Vice President, Associate General Counsel and Co Chief Compliance Officer
Industry Financial Services
Experience
First Command Financial Planning, Inc. February 2005 - Present
Murtaza A. Sardharwala, Esq. May 2012 - Present
UBS October 2003 - April 2004
Honorable Stan Bernstein, United States Bankruptcy Court, E.D.N.Y. May 2003 - August 2003
U.S. Department of Justice, Antitrust Division November 2002 - April 2003
Banca Intesa May 2000 - November 2002
Skills
USA PATRIOT Act, Securities, FINRA, AML, Securities Regulation, Series 24, Broker-Dealer, Mutual Funds, Series 7, Corporate Governance, SEC, Due Diligence, Investment Advisory, Series 63, Attorneys, KYC, Privacy Issues, Information Security, Compliance Officers, Investments, Financial Services, Anti Money Laundering, Risk Management
Education
Brooklyn Law School 2001 — 2004
Juris Doctor, Law
New York University 1997 — 2001
Bachelor of Arts, Economics, Math
First Command Financial Planning, Inc. February 2005 - Present
Murtaza A. Sardharwala, Esq. May 2012 - Present
UBS October 2003 - April 2004
Honorable Stan Bernstein, United States Bankruptcy Court, E.D.N.Y. May 2003 - August 2003
U.S. Department of Justice, Antitrust Division November 2002 - April 2003
Banca Intesa May 2000 - November 2002
Skills
USA PATRIOT Act, Securities, FINRA, AML, Securities Regulation, Series 24, Broker-Dealer, Mutual Funds, Series 7, Corporate Governance, SEC, Due Diligence, Investment Advisory, Series 63, Attorneys, KYC, Privacy Issues, Information Security, Compliance Officers, Investments, Financial Services, Anti Money Laundering, Risk Management
Education
Brooklyn Law School 2001 — 2004
Juris Doctor, Law
New York University 1997 — 2001
Bachelor of Arts, Economics, Math
Thomas Farrell's UBS Experience 2004 - 2004
Job Founder at PEO Spectrum Inc
Industry Human Resources
Experience
PEO Spectrum Inc January 2009 - Present
TransCon Lead Generation Corp December 2008 - Present
TransCon Lead Generation Corp January 2009 - August 2009
Gevity June 2007 - December 2008
CoffeeTruckAds June 2006 - June 2007
UBS 2004 - 2004
Skills
Employee Benefits, HR Consulting, Human Resources, HRIS, Organizational..., New Business Development, Start-ups, Payroll, Lead Generation, Business Development, Strategy, PEO, Strategic Planning, Sourcing, Vendor Management, Benefits Administration, Succession Planning, Leadership, Consulting, Outsourcing, Change Management, Applicant Tracking..., Onboarding, Mergers, Small Business, Sales, Team Building, Employment Law, Deferred Compensation, Cold Calling, Employee Training, Management Consulting, Health Insurance, Account Management, Entrepreneurship, Personnel Management, Executive Management, Interviews, Sales Management, Employee Engagement, Management, Technical Recruiting, Training, Executive Search
Education
Brown University 2002 — 2006
B.A., Public & Private Sector Organization, Sociology
St. Anthony's High School 1998 — 2002
PEO Spectrum Inc January 2009 - Present
TransCon Lead Generation Corp December 2008 - Present
TransCon Lead Generation Corp January 2009 - August 2009
Gevity June 2007 - December 2008
CoffeeTruckAds June 2006 - June 2007
UBS 2004 - 2004
Skills
Employee Benefits, HR Consulting, Human Resources, HRIS, Organizational..., New Business Development, Start-ups, Payroll, Lead Generation, Business Development, Strategy, PEO, Strategic Planning, Sourcing, Vendor Management, Benefits Administration, Succession Planning, Leadership, Consulting, Outsourcing, Change Management, Applicant Tracking..., Onboarding, Mergers, Small Business, Sales, Team Building, Employment Law, Deferred Compensation, Cold Calling, Employee Training, Management Consulting, Health Insurance, Account Management, Entrepreneurship, Personnel Management, Executive Management, Interviews, Sales Management, Employee Engagement, Management, Technical Recruiting, Training, Executive Search
Education
Brown University 2002 — 2006
B.A., Public & Private Sector Organization, Sociology
St. Anthony's High School 1998 — 2002
Zachary Zimmern's UBS Experience March 2015 - Present
Job Derivatives Products Compliance Officer at UBS
Industry Financial Services
Experience
UBS March 2015 - Present
National Futures Association September 2013 - March 2015
Citi February 2013 - September 2013
Financial Industry Regulatory Authority September 2012 - December 2012
Skills
Securities, AML, Securities Regulation, FINRA, Due Diligence, Financial Regulation, Fixed Income, Investments, Equities, Capital Markets
Education
Brooklyn Law School 2009 — 2012
JD
Yeshiva University 2003 — 2008
BA; AA, Economics and Sociology; Judaic Studies
UBS March 2015 - Present
National Futures Association September 2013 - March 2015
Citi February 2013 - September 2013
Financial Industry Regulatory Authority September 2012 - December 2012
Skills
Securities, AML, Securities Regulation, FINRA, Due Diligence, Financial Regulation, Fixed Income, Investments, Equities, Capital Markets
Education
Brooklyn Law School 2009 — 2012
JD
Yeshiva University 2003 — 2008
BA; AA, Economics and Sociology; Judaic Studies
Sarah Ricci's UBS Experience June 2006 - August 2006
Job Sales Trader at Société Générale
Industry Capital Markets
Experience
Société Générale September 2015 - Present
BNP Paribas January 2008 - September 2015
UBS June 2006 - August 2006
Skills
Equity Trading, Swaps, Prime Brokerage, Securities Lending, Equities, Trading Systems, Hedge Funds, Bloomberg, Derivatives, Equity Derivatives, Series 7, Series 63, Series 55, ISDA negotiations, ISDA, Options, Electronic Trading, Hedging, Emerging Markets, Structured Products, Fixed Income, ETFs, Credit Derivatives, Bonds, Financial Markets, Middle Office, Capital Markets, Investment Banking, Trading
Education
Bryant University 2003 — 2007
Bachelor of Science (BS), Finance, General
Lingnan University 2006 — 2006
University of Westminster 2005 — 2005
Société Générale September 2015 - Present
BNP Paribas January 2008 - September 2015
UBS June 2006 - August 2006
Skills
Equity Trading, Swaps, Prime Brokerage, Securities Lending, Equities, Trading Systems, Hedge Funds, Bloomberg, Derivatives, Equity Derivatives, Series 7, Series 63, Series 55, ISDA negotiations, ISDA, Options, Electronic Trading, Hedging, Emerging Markets, Structured Products, Fixed Income, ETFs, Credit Derivatives, Bonds, Financial Markets, Middle Office, Capital Markets, Investment Banking, Trading
Education
Bryant University 2003 — 2007
Bachelor of Science (BS), Finance, General
Lingnan University 2006 — 2006
University of Westminster 2005 — 2005
Scott Sechler Scott Sechler's UBS Experience August 2011 - August 2012
Job Striving to connect business owners with the tools to help them achieve their retirement potential
Industry Human Resources
Experience
ADP June 2014 - Present
The Wharton School September 2012 - May 2014
UBS August 2011 - August 2012
ConAgra Foods December 2010 - August 2011
Bucknell University August 2009 - May 2011
PPL Corporation May 2010 - August 2010
ConAgra Foods June 2009 - August 2009
Skills
PowerPoint, Marketing Research, Analysis, Facebook, Leadership, Project Management, Human Resources, Higher Education, Teaching, Marketing, Employee Relations, Sales, Business Strategy, Recruiting, Fundraising, Microsoft Excel, Social Networking, Market Research, Microsoft Office, Research, Event Planning
Education
Mountbatten Institute 2011 — 2012
Certificate, International Business
Bucknell University 2007 — 2011
Bachelor’s Degree, Business Administration; Management
Northern Lehigh 2004 — 2007
High School Diploma
ADP June 2014 - Present
The Wharton School September 2012 - May 2014
UBS August 2011 - August 2012
ConAgra Foods December 2010 - August 2011
Bucknell University August 2009 - May 2011
PPL Corporation May 2010 - August 2010
ConAgra Foods June 2009 - August 2009
Skills
PowerPoint, Marketing Research, Analysis, Facebook, Leadership, Project Management, Human Resources, Higher Education, Teaching, Marketing, Employee Relations, Sales, Business Strategy, Recruiting, Fundraising, Microsoft Excel, Social Networking, Market Research, Microsoft Office, Research, Event Planning
Education
Mountbatten Institute 2011 — 2012
Certificate, International Business
Bucknell University 2007 — 2011
Bachelor’s Degree, Business Administration; Management
Northern Lehigh 2004 — 2007
High School Diploma
Nick Hoffman's UBS Experience January 2009 - May 2009
Job IT Director at Restaurantware
Industry Internet
Experience
Restaurantware, LLC August 2010 - Present
Sum Alpha LLC August 2010 - Present
SEO Design Solutions October 2009 - January 2011
SEO Design Solutions August 2008 - October 2009
UBS January 2009 - May 2009
Merrill Lynch 2008 - 2009
Skills
HTML, PHP, CSS, JavaScript, Amazon Web Services..., MySQL, PostgreSQL, Linux System..., Red Hat Linux, Ubuntu, iOS development, Android Development, E-commerce, QuickBooks, APIs, Management, Microsoft Office, Business Development, Leadership, Strategic Planning, Social Media, Marketing, Google Analytics, SEO, Social Media Marketing, Web Development, Project Management, Marketing Strategy, Customer Service, Online Advertising, Web Analytics, WordPress, Access, Sales, Event Management, Analytics
Education
Butler University 2005 — 2009
BS, Finance
Butler University - College of Business Administration 2005 — 2009
BS, Finance
Restaurantware, LLC August 2010 - Present
Sum Alpha LLC August 2010 - Present
SEO Design Solutions October 2009 - January 2011
SEO Design Solutions August 2008 - October 2009
UBS January 2009 - May 2009
Merrill Lynch 2008 - 2009
Skills
HTML, PHP, CSS, JavaScript, Amazon Web Services..., MySQL, PostgreSQL, Linux System..., Red Hat Linux, Ubuntu, iOS development, Android Development, E-commerce, QuickBooks, APIs, Management, Microsoft Office, Business Development, Leadership, Strategic Planning, Social Media, Marketing, Google Analytics, SEO, Social Media Marketing, Web Development, Project Management, Marketing Strategy, Customer Service, Online Advertising, Web Analytics, WordPress, Access, Sales, Event Management, Analytics
Education
Butler University 2005 — 2009
BS, Finance
Butler University - College of Business Administration 2005 — 2009
BS, Finance
Adam Loewentheil's UBS Experience May 2014 - May 2014
Job Summer Analyst at Point72 Asset Management
Industry
Experience
Point72 Asset Management June 2015 - August 2015
Livingston Securities June 2014 - August 2014
UBS May 2014 - May 2014
Strive For College June 2013 - September 2013
Reverse Spin Records June 2012 - September 2012
Skills
Research, Cognitive Neuroscience, Public Speaking, Management, Biotechnology, Economics, Neuroscience, Investments, Financial Modeling, Capital Markets, Microsoft Excel, Entrepreneurship, Pharmacology
Education
Brown University 2012 — 2016
Bachelor's Degree, Business, Entrepreneurship, and Organizations: Specialty in Cognitive Neuroscience, 3.8 GPA
Danish Institute of Study Abroad 2015 — 2015
3.9 GPA, Sole Recipient of the Award for Academic Excellence in Neuroscience
Rye Country Day School 2006 — 2012
Point72 Asset Management June 2015 - August 2015
Livingston Securities June 2014 - August 2014
UBS May 2014 - May 2014
Strive For College June 2013 - September 2013
Reverse Spin Records June 2012 - September 2012
Skills
Research, Cognitive Neuroscience, Public Speaking, Management, Biotechnology, Economics, Neuroscience, Investments, Financial Modeling, Capital Markets, Microsoft Excel, Entrepreneurship, Pharmacology
Education
Brown University 2012 — 2016
Bachelor's Degree, Business, Entrepreneurship, and Organizations: Specialty in Cognitive Neuroscience, 3.8 GPA
Danish Institute of Study Abroad 2015 — 2015
3.9 GPA, Sole Recipient of the Award for Academic Excellence in Neuroscience
Rye Country Day School 2006 — 2012
Steven Schroko's UBS Experience October 2013 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS October 2013 - Present
UBS Wealth Management September 2008 - October 2013
Merrill Lynch May 2006 - September 2008
J.P. Morgan June 1985 - May 2006
Education
M.I.T. 1984 — 1986
MS, Management
Bucknell University 1978 — 1982
BS, Chemcal Engineering
UBS October 2013 - Present
UBS Wealth Management September 2008 - October 2013
Merrill Lynch May 2006 - September 2008
J.P. Morgan June 1985 - May 2006
Education
M.I.T. 1984 — 1986
MS, Management
Bucknell University 1978 — 1982
BS, Chemcal Engineering
Jennifer Minerva Jennifer Minerva's UBS Experience June 2011 - August 2011
Job Consultant at International Planning & Research
Industry Financial Services
Experience
International Planning & Research June 2015 - Present
International Planning & Research September 2013 - May 2015
MIAC June 2012 - August 2012
UBS June 2011 - August 2011
Skills
Microsoft Excel, Fixed Income, PowerPoint, Microsoft Word, Data Analysis, Market Research, Microsoft Office, Research, Economics, Analysis, SAS, Public Speaking, Financial Modeling, Finance
Education
Bucknell University 2009 — 2013
Bachelor of Arts (BA), Economics
Bucknell University 2009 — 2013
Bachelor's degree, Economics
International Planning & Research June 2015 - Present
International Planning & Research September 2013 - May 2015
MIAC June 2012 - August 2012
UBS June 2011 - August 2011
Skills
Microsoft Excel, Fixed Income, PowerPoint, Microsoft Word, Data Analysis, Market Research, Microsoft Office, Research, Economics, Analysis, SAS, Public Speaking, Financial Modeling, Finance
Education
Bucknell University 2009 — 2013
Bachelor of Arts (BA), Economics
Bucknell University 2009 — 2013
Bachelor's degree, Economics
Jeremy Runk's UBS Experience November 2011 - December 2014
Job Director, HR Effectiveness at Gartner
Industry Financial Services
Experience
Gartner December 2014 - Present
UBS November 2011 - December 2014
Starwood Hotels & Resorts Worldwide, Inc. July 2007 - October 2011
Deloitte Consulting, LLP December 2004 - July 2007
IBM Business Consulting Services (Formerly PricewaterhouseCoopers Consulting July 2000 - November 2004
Skills
Business Process, Business Analysis, Process Improvement, Contract Negotiation, Project Management, Finance Transformation, Procure-to-Pay, Finance, Business Process..., Management Consulting, Taleo, Project Portfolio..., Change Management
Education
Bucknell University 1996 — 2000
Degree: Bachelor of Science, Business Administration
Gartner December 2014 - Present
UBS November 2011 - December 2014
Starwood Hotels & Resorts Worldwide, Inc. July 2007 - October 2011
Deloitte Consulting, LLP December 2004 - July 2007
IBM Business Consulting Services (Formerly PricewaterhouseCoopers Consulting July 2000 - November 2004
Skills
Business Process, Business Analysis, Process Improvement, Contract Negotiation, Project Management, Finance Transformation, Procure-to-Pay, Finance, Business Process..., Management Consulting, Taleo, Project Portfolio..., Change Management
Education
Bucknell University 1996 — 2000
Degree: Bachelor of Science, Business Administration
Kathleen Lynch's UBS Experience April 2013 - Present
Job COO, UBS Group Americas and Wealth Management Americas
Industry Financial Services
Experience
UBS April 2013 - Present
UBS June 2012 - April 2013
Merrill Lynch 2005 - 2012
Merrill Lynch 1989 - 2001
Merrill Lynch 1987 - 1989
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance & International Business
Bucknell University
Bachelor of Science (BS), Business Administration
UBS April 2013 - Present
UBS June 2012 - April 2013
Merrill Lynch 2005 - 2012
Merrill Lynch 1989 - 2001
Merrill Lynch 1987 - 1989
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance & International Business
Bucknell University
Bachelor of Science (BS), Business Administration
Matthew Record's UBS Experience 2006 - February 2008
Job Regional Auditor at Spencer Stuart
Industry Management Consulting
Experience
Spencer Stuart May 2014 - Present
Spencer Stuart February 2008 - May 2014
UBS 2006 - February 2008
Skills
Data Analysis, Accounts Payable, Microsoft Excel, Database Admin, Outlook, Access, Financial Analysis, Analysis, Leadership, PowerPoint, Financial Modeling, Budgets, Writing, Database Management, Executive Search, Microsoft Office, Microsoft Word
Education
Indiana University Bloomington 2000 — 2002
Bachelor of Science (BS), English Language and Literature, General
Butler University 1997 — 1999
Culver Military Academy 1993 — 1997
Spencer Stuart May 2014 - Present
Spencer Stuart February 2008 - May 2014
UBS 2006 - February 2008
Skills
Data Analysis, Accounts Payable, Microsoft Excel, Database Admin, Outlook, Access, Financial Analysis, Analysis, Leadership, PowerPoint, Financial Modeling, Budgets, Writing, Database Management, Executive Search, Microsoft Office, Microsoft Word
Education
Indiana University Bloomington 2000 — 2002
Bachelor of Science (BS), English Language and Literature, General
Butler University 1997 — 1999
Culver Military Academy 1993 — 1997
Henry Bumpus Henry Bumpus's UBS Experience June 2013 - August 2013
Job Summer Intern at Merrill Lynch
Industry Financial Services
Experience
Gray Associates, Inc April 2015 - Present
Merrill Lynch June 2014 - August 2014
UBS June 2013 - August 2013
Education
Brown University 2012 — 2016
Gray Associates, Inc April 2015 - Present
Merrill Lynch June 2014 - August 2014
UBS June 2013 - August 2013
Education
Brown University 2012 — 2016
Matt Mullenax's UBS Experience March 2010 - June 2012
Job Senior Associate at Winona Capital Management
Industry Venture Capital & Private Equity
Experience
Winona Capital Management July 2012 - July 2015
UBS March 2010 - June 2012
Bonobos January 2009 - March 2010
Morgan Stanley June 2008 - December 2008
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Equities, Venture Capital, Due Diligence, Bloomberg, Capital Markets, Corporate Development, Financial Analysis, Finance, Mergers & Acquisitions, Investments
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Brown University 2004 — 2008
BA, Economics
Anderson High School 2000 — 2004
Winona Capital Management July 2012 - July 2015
UBS March 2010 - June 2012
Bonobos January 2009 - March 2010
Morgan Stanley June 2008 - December 2008
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Equities, Venture Capital, Due Diligence, Bloomberg, Capital Markets, Corporate Development, Financial Analysis, Finance, Mergers & Acquisitions, Investments
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Brown University 2004 — 2008
BA, Economics
Anderson High School 2000 — 2004
Justine Douvadjian's UBS Experience January 2009 - May 2009
Job Residential Real Estate Agent at Meridian Realty Group, LLC
Industry Real Estate
Experience
Meridian Realty Group, LLC January 2015 - Present
Lincoln Property Company January 2014 - January 2015
NB Fitness Club, LLC August 2012 - September 2013
NB Development Group December 2010 - August 2012
About Faces September 2009 - December 2009
UBS January 2009 - May 2009
Skills
Property, Customer Service, Tenant, Microsoft Word, Microsoft Excel, Real Estate License, Sales, Accounts Payable, Account Reconciliation, Finance, Accounting, Microsoft Office, Property Management, Marketing
Education
Bryant University 2005 — 2009
Bachelor of Science (BS), Finance, General
Meridian Realty Group, LLC January 2015 - Present
Lincoln Property Company January 2014 - January 2015
NB Fitness Club, LLC August 2012 - September 2013
NB Development Group December 2010 - August 2012
About Faces September 2009 - December 2009
UBS January 2009 - May 2009
Skills
Property, Customer Service, Tenant, Microsoft Word, Microsoft Excel, Real Estate License, Sales, Accounts Payable, Account Reconciliation, Finance, Accounting, Microsoft Office, Property Management, Marketing
Education
Bryant University 2005 — 2009
Bachelor of Science (BS), Finance, General
Betsy Lewis Betsy Lewis's UBS Experience 2004 - 2013
Job Program Management: Corporate Citizenship / CSR / Philanthropy / Community Affairs
Industry Philanthropy
Experience
Seeking New Opportunity August 2015 - Present
UBS 2004 - 2013
UBS February 2009 - February 2010
UBS February 2007 - February 2009
UBS May 2004 - February 2007
JHE Foundation, Inc. January 2002 - September 2003
Meredith Corporation September 1998 - June 2001
Thacher Proffitt & Wood LLP March 1996 - September 1998
Starlight Children's Foundation July 1992 - March 1996
Skills
Leadership, Marketing, Program Management, Internal Communications, Event Management, Project Management, Marketing Communications, Strategic Planning, Corporate Communications, Public Relations, Strategic Communications, Strategy, Volunteer Management, Corporate Social..., Senior Stakeholder..., Employee Engagement, Grant Administration, Managing Multi-Million..., Business Process..., C-Level Executive..., Philanthropy, Corporate Culture, Resourceful..., Community Engagement, Building Relationships, Corporate Citizenship, Operational Risk..., Leadership Development, Procedure Development, Influential Communicator, Tactical Operations, Policy Writing, Financial Reporting, Relationship Marketing, Diversity & Inclusion, Global Regulatory..., Non-profit Board..., Cross-functional Team..., Social Media, Grant Reviewing, Event Planning, Financial Services, Risk Management, Fundraising, Board Relations, Relationship Management, Reputation Management, USA PATRIOT Act, Process Improvement, Database Administration
Education
Bryant University 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Seeking New Opportunity August 2015 - Present
UBS 2004 - 2013
UBS February 2009 - February 2010
UBS February 2007 - February 2009
UBS May 2004 - February 2007
JHE Foundation, Inc. January 2002 - September 2003
Meredith Corporation September 1998 - June 2001
Thacher Proffitt & Wood LLP March 1996 - September 1998
Starlight Children's Foundation July 1992 - March 1996
Skills
Leadership, Marketing, Program Management, Internal Communications, Event Management, Project Management, Marketing Communications, Strategic Planning, Corporate Communications, Public Relations, Strategic Communications, Strategy, Volunteer Management, Corporate Social..., Senior Stakeholder..., Employee Engagement, Grant Administration, Managing Multi-Million..., Business Process..., C-Level Executive..., Philanthropy, Corporate Culture, Resourceful..., Community Engagement, Building Relationships, Corporate Citizenship, Operational Risk..., Leadership Development, Procedure Development, Influential Communicator, Tactical Operations, Policy Writing, Financial Reporting, Relationship Marketing, Diversity & Inclusion, Global Regulatory..., Non-profit Board..., Cross-functional Team..., Social Media, Grant Reviewing, Event Planning, Financial Services, Risk Management, Fundraising, Board Relations, Relationship Management, Reputation Management, USA PATRIOT Act, Process Improvement, Database Administration
Education
Bryant University 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Anya Chrystal Anya Chrystal's UBS Experience October 2013 - Present
Job Associate Director, Corporate Access at UBS Investment Bank
Industry Financial Services
Experience
UBS October 2013 - Present
Jaffe Management, Inc. January 2012 - October 2013
Goldman Sachs March 2010 - June 2011
UBS August 2007 - March 2010
Opal Financial Group September 2005 - August 2007
Education
Bucknell University 2000 — 2004
BS, Business Administration
Packer Collegiate Institute 1988 — 2000
Diploma
UBS October 2013 - Present
Jaffe Management, Inc. January 2012 - October 2013
Goldman Sachs March 2010 - June 2011
UBS August 2007 - March 2010
Opal Financial Group September 2005 - August 2007
Education
Bucknell University 2000 — 2004
BS, Business Administration
Packer Collegiate Institute 1988 — 2000
Diploma
Katie Logan Katie Logan's UBS Experience May 2009 - August 2009
Job Accountant at athenahealth
Industry Hospital & Health Care
Experience
athenahealth March 2014 - Present
TripAdvisor December 2011 - March 2014
JPMorgan Chase June 2011 - December 2011
Northwestern Mutual December 2009 - May 2010
UBS May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Accounting, Accounts Payable, Accounts Receivable, Workday, PeopleSoft, Analysis, Risk Management, Management, Forecasting, Account Reconciliation, Financial Reporting, Accruals
Education
Bryant University
Bachelor's degree, Finance
athenahealth March 2014 - Present
TripAdvisor December 2011 - March 2014
JPMorgan Chase June 2011 - December 2011
Northwestern Mutual December 2009 - May 2010
UBS May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Accounting, Accounts Payable, Accounts Receivable, Workday, PeopleSoft, Analysis, Risk Management, Management, Forecasting, Account Reconciliation, Financial Reporting, Accruals
Education
Bryant University
Bachelor's degree, Finance
Christin Gianis Christin Gianis's UBS Experience June 2006 - August 2006
Job Director, Category Management at Au Bon Pain
Industry Food & Beverages
Experience
Au Bon Pain May 2015 - Present
Au Bon Pain May 2013 - May 2015
Thompson Hospitality June 2012 - August 2012
Union Square Hospitality Group June 2008 - May 2011
Deloitte & Touche August 2007 - June 2008
UBS June 2006 - August 2006
Skills
Financial Analysis, Creative Problem Solving, Leadership, Outstanding time..., Close Attention to..., Innovation, Restaurants, Budgets
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA, Corporate Innovation
Bucknell University 2003 — 2007
BA, Economics and International Relations
The Pingry School 1998 — 2003
Au Bon Pain May 2015 - Present
Au Bon Pain May 2013 - May 2015
Thompson Hospitality June 2012 - August 2012
Union Square Hospitality Group June 2008 - May 2011
Deloitte & Touche August 2007 - June 2008
UBS June 2006 - August 2006
Skills
Financial Analysis, Creative Problem Solving, Leadership, Outstanding time..., Close Attention to..., Innovation, Restaurants, Budgets
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA, Corporate Innovation
Bucknell University 2003 — 2007
BA, Economics and International Relations
The Pingry School 1998 — 2003
TIMOTHY PENNISE's UBS Experience September 2009 - Present
Job
Industry Financial Services
Experience
UBS September 2009 - Present
Bernstein Global Wealth Management January 2003 - September 2009
William Blair & Company September 2000 - July 2002
Deloitte & Touche September 1999 - August 2000
Education
Bucknell University 1995 — 1999
UBS September 2009 - Present
Bernstein Global Wealth Management January 2003 - September 2009
William Blair & Company September 2000 - July 2002
Deloitte & Touche September 1999 - August 2000
Education
Bucknell University 1995 — 1999
Josephine Vella, Esq. Josephine Vella, Esq.'s UBS Experience June 2008 - August 2008
Job
Industry Legal Services
Experience
United States Attorney's Office March 2014 - Present
Gusrae Kaplan & Nusbaum PLLC July 2012 - January 2014
United States Attorney's Office April 2010 - July 2012
New York State Banking Department October 2009 - April 2010
Manhattan Borough President's Office October 2009 - January 2010
Law Office of Gerald Shargel August 2008 - May 2009
UBS June 2008 - August 2008
McCue, Sussmane & Zapfel, P.C. September 2007 - December 2007
Hon. Marilyn D. Go, United States District Court June 2007 - August 2007
Skills
Legal Research, Trials, Fraud, White Collar Criminal..., Arbitration, Securities, Litigation, Criminal Defense, Mergers & Acquisitions, Class Actions, Motions, Securities Regulation, Due Diligence, Commercial Litigation
Education
Brooklyn Law School 2006 — 2009
Syracuse University 2000 — 2004
International Relations and Political Science with honors
United States Attorney's Office March 2014 - Present
Gusrae Kaplan & Nusbaum PLLC July 2012 - January 2014
United States Attorney's Office April 2010 - July 2012
New York State Banking Department October 2009 - April 2010
Manhattan Borough President's Office October 2009 - January 2010
Law Office of Gerald Shargel August 2008 - May 2009
UBS June 2008 - August 2008
McCue, Sussmane & Zapfel, P.C. September 2007 - December 2007
Hon. Marilyn D. Go, United States District Court June 2007 - August 2007
Skills
Legal Research, Trials, Fraud, White Collar Criminal..., Arbitration, Securities, Litigation, Criminal Defense, Mergers & Acquisitions, Class Actions, Motions, Securities Regulation, Due Diligence, Commercial Litigation
Education
Brooklyn Law School 2006 — 2009
Syracuse University 2000 — 2004
International Relations and Political Science with honors
Karl Baumle Karl Baumle's UBS Experience June 2008 - August 2008
Job Corporate Immigration Attorney
Industry Law Practice
Experience
Dornbaum & Peregoy, LLC August 2013 - Present
Horizon Blue Cross Blue Shield of New Jersey May 2012 - August 2012
Seton Hall University June 2011 - March 2012
Honorable Judge DeCastro - Superior Court of New Jersey, Hudson County - Civil Division June 2011 - August 2011
Bucknell University - Bucknell Professional Network January 2010 - May 2010
BellTower Books, LLC May 2007 - December 2008
UBS June 2008 - August 2008
Education
Seton Hall University School of Law 2010 — 2013
JD
Bucknell University 2006 — 2010
BA, English
Dornbaum & Peregoy, LLC August 2013 - Present
Horizon Blue Cross Blue Shield of New Jersey May 2012 - August 2012
Seton Hall University June 2011 - March 2012
Honorable Judge DeCastro - Superior Court of New Jersey, Hudson County - Civil Division June 2011 - August 2011
Bucknell University - Bucknell Professional Network January 2010 - May 2010
BellTower Books, LLC May 2007 - December 2008
UBS June 2008 - August 2008
Education
Seton Hall University School of Law 2010 — 2013
JD
Bucknell University 2006 — 2010
BA, English
Dale Murawski Dale Murawski's UBS Experience 2002 - 2003
Job Sales Management
Industry Investment Management
Experience
Sales Management 2014 - Present
Sentinel Benefits & Financial Group 2010 - 2011
Consultant 2007 - 2010
MassMutual Financial Group 2006 - 2007
John Hancock Life Insurance Company (U.S.A.) 2004 - 2006
Columbia Management 2003 - 2004
UBS 2002 - 2003
Lexus Motor Corp 1999 - 2002
BT Alex.Brown 1996 - 1998
Skills
Investments, Trading, Investment Strategies, Series 7, Series 63, Asset Management, Mutual Funds, Bloomberg, Asset Allocation
Education
Bryant University 1992 — 1996
Sales Management 2014 - Present
Sentinel Benefits & Financial Group 2010 - 2011
Consultant 2007 - 2010
MassMutual Financial Group 2006 - 2007
John Hancock Life Insurance Company (U.S.A.) 2004 - 2006
Columbia Management 2003 - 2004
UBS 2002 - 2003
Lexus Motor Corp 1999 - 2002
BT Alex.Brown 1996 - 1998
Skills
Investments, Trading, Investment Strategies, Series 7, Series 63, Asset Management, Mutual Funds, Bloomberg, Asset Allocation
Education
Bryant University 1992 — 1996
Christina Maloomian Christina Maloomian's UBS Experience June 2012 - June 2012
Job Experienced Associate Financial Instruments, Structured Products, Real Estate
Industry Financial Services
Experience
PwC September 2014 - Present
PwC June 2013 - August 2013
Fox News June 2012 - August 2012
UBS June 2012 - June 2012
SEI January 2012 - January 2012
Buzzuto Management June 2010 - August 2011
Nicole Miller May 2010 - June 2010
Realen Properties June 2009 - August 2009
Skills
Asset-backed..., Financial Modeling, Analysis, Due Diligence, Microsoft Excel, Bloomberg, Intex, Finance, Valuation, Fixed Income, Financial Analysis, Budgets, Management, Market Research, Real Estate, Marketing Strategy, Retail, Real Estate Development, PowerPoint, Microsoft Office, Securitization
Education
Bucknell University 2010 — 2014
Bucknell University – School of Management 2010 — 2014
BSBA, Management; Finance, Management GPA: 3.92,
PwC September 2014 - Present
PwC June 2013 - August 2013
Fox News June 2012 - August 2012
UBS June 2012 - June 2012
SEI January 2012 - January 2012
Buzzuto Management June 2010 - August 2011
Nicole Miller May 2010 - June 2010
Realen Properties June 2009 - August 2009
Skills
Asset-backed..., Financial Modeling, Analysis, Due Diligence, Microsoft Excel, Bloomberg, Intex, Finance, Valuation, Fixed Income, Financial Analysis, Budgets, Management, Market Research, Real Estate, Marketing Strategy, Retail, Real Estate Development, PowerPoint, Microsoft Office, Securitization
Education
Bucknell University 2010 — 2014
Bucknell University – School of Management 2010 — 2014
BSBA, Management; Finance, Management GPA: 3.92,
Mark P. Despagni's UBS Experience June 2011 - April 2013
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones April 2013 - Present
UBS June 2011 - April 2013
Elavon, Inc. May 2006 - June 2011
Education
Bryan College 2003 — 2005
BA, Psychology, Cum Laude
Erskine College 2002 — 2003
Psychology
University of Central Arkansas 2000 — 2002
Psychology
Plano Senior High School 1998 — 2000
Edward Jones April 2013 - Present
UBS June 2011 - April 2013
Elavon, Inc. May 2006 - June 2011
Education
Bryan College 2003 — 2005
BA, Psychology, Cum Laude
Erskine College 2002 — 2003
Psychology
University of Central Arkansas 2000 — 2002
Psychology
Plano Senior High School 1998 — 2000
Eric Kreuter Eric Kreuter's UBS Experience January 2009 - Present
Job Senior Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS January 2009 - Present
Morgan Stanley October 1999 - January 2009
Prudential Financial April 1994 - October 1999
Education
Brown University 1972 — 1976
BA, Sociology
UBS January 2009 - Present
Morgan Stanley October 1999 - January 2009
Prudential Financial April 1994 - October 1999
Education
Brown University 1972 — 1976
BA, Sociology
sylvia diaz sylvia diaz's UBS Experience September 2008 - Present
Job Senior Securities Specialist at UBS
Industry Financial Services
Experience
UBS September 2008 - Present
Skills
Risk Management, Fixed Income, Equities, Financial Services, Wealth Management, Portfolio Management, Asset Management, Investment Banking, Series 7, Derivatives
Education
Monroe College 2009 — 2012
Bachelor of Business Administration (BBA), Accounting/Finance
Broward Community College 2007 — 2008
Certified, Personal Trainer
UBS September 2008 - Present
Skills
Risk Management, Fixed Income, Equities, Financial Services, Wealth Management, Portfolio Management, Asset Management, Investment Banking, Series 7, Derivatives
Education
Monroe College 2009 — 2012
Bachelor of Business Administration (BBA), Accounting/Finance
Broward Community College 2007 — 2008
Certified, Personal Trainer
Monica Harrison's UBS Experience July 2011 - September 2013
Job Assistant Softball Coach at Arcadia University
Industry Sports
Experience
Arcadia University July 2015 - Present
UBS Investment Bank September 2013 - July 2015
Stevens Institute of Technology Athletics August 2009 - July 2015
UBS July 2011 - September 2013
UBS Wealth Management January 2010 - July 2011
UBS Wealth Management July 2009 - January 2010
UBS Wealth Management July 2007 - July 2009
Bucknell University Office of Admissions October 2004 - May 2007
Skills
Business Analysis, Organizing, Coaching, Microsoft Office, Project Management, Management, Customer Service, Segmentation, Series 7, Data Analysis, Equities, Wealth Management, Financial Analysis, Microsoft Excel, PowerPoint, Analysis, Leadership, Strategy
Education
Bucknell University 2003 — 2007
Bachelors, Economics
Bucknell University 2003 — 2007
Bachelor of Arts (BA), Economics
Arcadia University July 2015 - Present
UBS Investment Bank September 2013 - July 2015
Stevens Institute of Technology Athletics August 2009 - July 2015
UBS July 2011 - September 2013
UBS Wealth Management January 2010 - July 2011
UBS Wealth Management July 2009 - January 2010
UBS Wealth Management July 2007 - July 2009
Bucknell University Office of Admissions October 2004 - May 2007
Skills
Business Analysis, Organizing, Coaching, Microsoft Office, Project Management, Management, Customer Service, Segmentation, Series 7, Data Analysis, Equities, Wealth Management, Financial Analysis, Microsoft Excel, PowerPoint, Analysis, Leadership, Strategy
Education
Bucknell University 2003 — 2007
Bachelors, Economics
Bucknell University 2003 — 2007
Bachelor of Arts (BA), Economics
Jonathan Baum's UBS Experience January 1998 - July 2002
Job Senior Financial Service Executive
Industry Financial Services
Experience
JB Squared Investment Consulting June 2014 - Present
Chelsea Lynne Charters, LLC October 2013 - Present
Holderness School 2012 - Present
Dreyfus Corporation March 2006 - January 2013
ICI 2009 - 2012
Scudder Distributors July 2002 - January 2005
UBS January 1998 - July 2002
PaineWebber January 1984 - January 1998
Skills
Asset Management, Mutual Funds, Alternative Investments, Asset Managment, Hedge Funds, Finance, Securities, Investments, Series 7, Equities, New Business Development, Wealth Management, ETFs, Asset Allocation, Investment Management, Sales Management, Investment Strategies, Series 63, Financial Services, Fixed Income, Investment Advisory, Portfolio Management, Capital Markets
Education
Bucknell University 1979 — 1983
BA, English
Smithtown High School East 1975 — 1979
High School Diploma
JB Squared Investment Consulting June 2014 - Present
Chelsea Lynne Charters, LLC October 2013 - Present
Holderness School 2012 - Present
Dreyfus Corporation March 2006 - January 2013
ICI 2009 - 2012
Scudder Distributors July 2002 - January 2005
UBS January 1998 - July 2002
PaineWebber January 1984 - January 1998
Skills
Asset Management, Mutual Funds, Alternative Investments, Asset Managment, Hedge Funds, Finance, Securities, Investments, Series 7, Equities, New Business Development, Wealth Management, ETFs, Asset Allocation, Investment Management, Sales Management, Investment Strategies, Series 63, Financial Services, Fixed Income, Investment Advisory, Portfolio Management, Capital Markets
Education
Bucknell University 1979 — 1983
BA, English
Smithtown High School East 1975 — 1979
High School Diploma
David Kinnear David Kinnear's UBS Experience January 2005 - February 2012
Job Kinnear Family Wealth Management Group of Wells Fargo Advisors, LLC Managing Director Investment Officer
Industry Financial Services
Experience
Kinnear Family Wealth Management Group February 2012 - Present
UBS January 2005 - February 2012
Morgan Stanley Private Wealth Management August 1997 - January 2005
Procter & Gamble June 1990 - June 1995
Kinnear Painting - College Pro Painters January 1988 - January 1990
Education
The University of Chicago - Booth School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, Organizational Behavior
Bucknell University 1986 — 1990
Bachelor of Science, Business Administration
Conestoga High School 1983 — 1986
Jamesville Dewitt High School 1982 — 1983
Kinnear Family Wealth Management Group February 2012 - Present
UBS January 2005 - February 2012
Morgan Stanley Private Wealth Management August 1997 - January 2005
Procter & Gamble June 1990 - June 1995
Kinnear Painting - College Pro Painters January 1988 - January 1990
Education
The University of Chicago - Booth School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, Organizational Behavior
Bucknell University 1986 — 1990
Bachelor of Science, Business Administration
Conestoga High School 1983 — 1986
Jamesville Dewitt High School 1982 — 1983
Katriona MacIver's UBS Experience 2005 - 2006
Job VP Corporate Strategy and Operations at QBE. Business development and implementation of global initiatives
Industry Management Consulting
Experience
QBE January 2010 - Present
Zingara 2009 - 2010
Stanford Graduate School of Business 2006 - 2008
MGM (Metro-Goldwyn-Mayer) June 2007 - August 2007
UBS 2005 - 2006
Credit Suisse 2003 - 2005
Bank Julius Baer 2002 - 2003
American Express 2000 - 2002
Skills
Business Strategy, Mergers, Strategic Planning, New Business Development, Business Analysis, Change Management, Relationship Management, Negotiation, Strategy, Management, Business Development, Mergers & Acquisitions, Start-ups, Marketing Strategy, Finance, Analysis, Marketing, Business Planning, Collaborative Problem..., Financial Modeling, Leadership, Innovation Consulting, Product Management, CRM, Value Propositions
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Brown University 1996 — 2000
B.A.
Universidad de Salamanca 1995 — 1996
Diploma de Estudios Hispanicos
American School of Paris 1991 — 1995
High School
QBE January 2010 - Present
Zingara 2009 - 2010
Stanford Graduate School of Business 2006 - 2008
MGM (Metro-Goldwyn-Mayer) June 2007 - August 2007
UBS 2005 - 2006
Credit Suisse 2003 - 2005
Bank Julius Baer 2002 - 2003
American Express 2000 - 2002
Skills
Business Strategy, Mergers, Strategic Planning, New Business Development, Business Analysis, Change Management, Relationship Management, Negotiation, Strategy, Management, Business Development, Mergers & Acquisitions, Start-ups, Marketing Strategy, Finance, Analysis, Marketing, Business Planning, Collaborative Problem..., Financial Modeling, Leadership, Innovation Consulting, Product Management, CRM, Value Propositions
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Brown University 1996 — 2000
B.A.
Universidad de Salamanca 1995 — 1996
Diploma de Estudios Hispanicos
American School of Paris 1991 — 1995
High School
Ken Kloner's UBS Experience January 2002 - Present
Job
Industry Investment Banking
Experience
UBS January 2002 - Present
Skills
Mergers & Acquisitions
Education
Harvard Law School 1995 — 1998
JD
Brown University 1989 — 1993
ab, Economics and International Relations
UBS January 2002 - Present
Skills
Mergers & Acquisitions
Education
Harvard Law School 1995 — 1998
JD
Brown University 1989 — 1993
ab, Economics and International Relations
Adam Inzirillo's UBS Experience 2005 - May 2010
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
UBS Securities LLC April 2005 - May 2010
UBS Investment Bank 2005 - May 2010
UBS 2005 - May 2010
Knight Trading Group January 2001 - April 2005
Knight Capital Group, Inc. 2000 - 2005
Knight Equity Markets 2000 - 2005
Knight Securities 2000 - 2005
SG Cowen June 2000 - January 2001
Internet Trading Technologies June 1998 - June 2000
Skills
Equities, Trading Systems, Electronic Trading, Financial Markets, Equity Trading, Options, Series 7, Series 63, Market Data, FINRA, Middle Office, Series 24, Low Latency, Financial Analysis, Securities, Trading, Equity Derivatives, Capital Markets, Hedge Funds
Education
Dowling College 2002 — 2004
MBA, Banking and Finance
Bucknell University 1994 — 1998
Bachelor of Arts (B.A.), Economics and Political Science
Merrill Lynch July 2010 - Present
UBS Securities LLC April 2005 - May 2010
UBS Investment Bank 2005 - May 2010
UBS 2005 - May 2010
Knight Trading Group January 2001 - April 2005
Knight Capital Group, Inc. 2000 - 2005
Knight Equity Markets 2000 - 2005
Knight Securities 2000 - 2005
SG Cowen June 2000 - January 2001
Internet Trading Technologies June 1998 - June 2000
Skills
Equities, Trading Systems, Electronic Trading, Financial Markets, Equity Trading, Options, Series 7, Series 63, Market Data, FINRA, Middle Office, Series 24, Low Latency, Financial Analysis, Securities, Trading, Equity Derivatives, Capital Markets, Hedge Funds
Education
Dowling College 2002 — 2004
MBA, Banking and Finance
Bucknell University 1994 — 1998
Bachelor of Arts (B.A.), Economics and Political Science
Ricardo Eboli, CFP's UBS Experience February 2013 - Present
Job First Vice President Investments at UBS
Industry Financial Services
Experience
UBS February 2013 - Present
UBS Financial Services September 2002 - Present
Oriental Financial Group November 2000 - July 2002
Education
Brown University 1996 — 2000
Bachelor of Arts (B.A.), History
Universidad de Puerto Rico
Juris Doctor
UBS February 2013 - Present
UBS Financial Services September 2002 - Present
Oriental Financial Group November 2000 - July 2002
Education
Brown University 1996 — 2000
Bachelor of Arts (B.A.), History
Universidad de Puerto Rico
Juris Doctor
Konstantin Genin's UBS Experience July 2009 - November 2010
Job PhD Candidate, Logic Computation and Methodology
Industry Higher Education
Experience
Carnegie Mellon University July 2012 - Present
Federal Reserve Bank of New York November 2010 - July 2012
UBS July 2009 - November 2010
Skills
Stata, *nix, Emacs, Perl, R, LaTeX, SAS, Matlab, Data Mining, Statistics, Data Analysis, Machine Learning
Education
Carnegie Mellon University 2012 — 2017
Doctor of Philosophy (PhD), Logic, Computation and Methodology
Brown University 2005 — 2009
Bachelor of Arts (B.A.), Math, Philosophy
University of Oxford 2007 — 2008
JYA, Math, Philosophy
Carnegie Mellon University July 2012 - Present
Federal Reserve Bank of New York November 2010 - July 2012
UBS July 2009 - November 2010
Skills
Stata, *nix, Emacs, Perl, R, LaTeX, SAS, Matlab, Data Mining, Statistics, Data Analysis, Machine Learning
Education
Carnegie Mellon University 2012 — 2017
Doctor of Philosophy (PhD), Logic, Computation and Methodology
Brown University 2005 — 2009
Bachelor of Arts (B.A.), Math, Philosophy
University of Oxford 2007 — 2008
JYA, Math, Philosophy
Anna Gindes's UBS Experience August 2002 - Present
Job Product Development and Management
Industry Financial Services
Experience
UBS August 2002 - Present
Skills
Asset Managment, Alternative Investments, Hedge Funds, Equities
Education
Brown University 1998 — 2002
BSc, Cognitive Neuroscience
UBS August 2002 - Present
Skills
Asset Managment, Alternative Investments, Hedge Funds, Equities
Education
Brown University 1998 — 2002
BSc, Cognitive Neuroscience
Anthony Raccuglia, Esq.'s UBS Experience March 2007 - September 2014
Job Global Financial Markets Regulatory Compliance Project Executive at IBM
Industry Financial Services
Experience
IBM September 2014 - Present
UBS March 2007 - September 2014
Banc of America Investments June 2005 - March 2007
Greenberg Traurig, LLP August 2003 - June 2005
New York Stock Exchange June 2001 - April 2003
Skills
Litigation, Securities, Arbitration, FINRA, Series 7, Financial Regulation, Securities Regulation, Settlement, Legal Compliance, Banking Law, Capital Markets, Financial Services, Corporate Law, Equities, Investments, Commercial Litigation, Legal Research, Hedge Funds, Due Diligence, Finance
Education
Brooklyn Law School 1999 — 2003
Guilford College
IBM September 2014 - Present
UBS March 2007 - September 2014
Banc of America Investments June 2005 - March 2007
Greenberg Traurig, LLP August 2003 - June 2005
New York Stock Exchange June 2001 - April 2003
Skills
Litigation, Securities, Arbitration, FINRA, Series 7, Financial Regulation, Securities Regulation, Settlement, Legal Compliance, Banking Law, Capital Markets, Financial Services, Corporate Law, Equities, Investments, Commercial Litigation, Legal Research, Hedge Funds, Due Diligence, Finance
Education
Brooklyn Law School 1999 — 2003
Guilford College
Charles Day's UBS Experience September 2014 - Present
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS September 2014 - Present
Morgan Stanley October 2006 - September 2014
Smith Barney Citigroup October 1996 - October 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2007
CIMA
Brooklyn Law School 1988 — 1991
J.D., Law
Carleton College 1979 — 1983
BA, Economics
UBS September 2014 - Present
Morgan Stanley October 2006 - September 2014
Smith Barney Citigroup October 1996 - October 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2007
CIMA
Brooklyn Law School 1988 — 1991
J.D., Law
Carleton College 1979 — 1983
BA, Economics
Lauren Becht's UBS Experience July 2008 - April 2010
Job Financial Planning Specialist at UBS
Industry Financial Services
Experience
UBS Wealth Management April 2010 - Present
UBS July 2008 - April 2010
AhmetZe Photography 2010 - 2010
UBS 2008 - 2010
U.S. House of Representatives June 2007 - June 2007
Hands On Atlanta 2006 - 2006
Education
Fairleigh Dickinson University
BA, Economics & Political Science
Bucknell University
Randolph High School
UBS Wealth Management April 2010 - Present
UBS July 2008 - April 2010
AhmetZe Photography 2010 - 2010
UBS 2008 - 2010
U.S. House of Representatives June 2007 - June 2007
Hands On Atlanta 2006 - 2006
Education
Fairleigh Dickinson University
BA, Economics & Political Science
Bucknell University
Randolph High School
Manjula Somasundaram's UBS Experience employeeCitadel Investment GroupOctober 2009 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS employeeCitadel Investment GroupOctober 2009 - Present
Banc of America Securities 2003 - 2006
Bank of America 2003 - 2006
Bank of America 2003 - 2006
Bank of America Merrill Lynch 2003 - 2006
Goldman Sachs 1997 - 2003
Morgan Stanley 1995 - 1997
Education
Rensselaer Polytechnic Institute 1990 — 1995
PhD, Applied Mathematics
Brown University 1983 — 1987
Sc. B, Applied Mathematics
The University of Chicago
UBS employeeCitadel Investment GroupOctober 2009 - Present
Banc of America Securities 2003 - 2006
Bank of America 2003 - 2006
Bank of America 2003 - 2006
Bank of America Merrill Lynch 2003 - 2006
Goldman Sachs 1997 - 2003
Morgan Stanley 1995 - 1997
Education
Rensselaer Polytechnic Institute 1990 — 1995
PhD, Applied Mathematics
Brown University 1983 — 1987
Sc. B, Applied Mathematics
The University of Chicago
Cara Gentile's UBS Experience October 1999 - July 2002
Job Managing Director & SVP at PNC Bank
Industry Financial Services
Experience
PNC Bank, N.A. June 2004 - Present
PNC Bank June 2004 - July 2010
National City Bank June 2003 - August 2003
UBS October 1999 - July 2002
Skills
Structuring, Origination, Fixed Income, Capital Markets, Banking, Financial Services, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Finance
Bucknell University 1992 — 1996
B.A., International Relations, Spanish
PNC Bank, N.A. June 2004 - Present
PNC Bank June 2004 - July 2010
National City Bank June 2003 - August 2003
UBS October 1999 - July 2002
Skills
Structuring, Origination, Fixed Income, Capital Markets, Banking, Financial Services, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Finance
Bucknell University 1992 — 1996
B.A., International Relations, Spanish
Thomas Boehm's UBS Experience May 2008 - November 2008
Job Performance Management Consultant
Industry Utilities
Experience
Eversource Energy May 2013 - Present
Eversource Energy December 2009 - May 2013
Sikorsky Aircraft April 2009 - December 2009
UBS May 2008 - November 2008
General Electric March 2001 - March 2008
General Electric January 1999 - April 2001
General Electric January 1998 - December 1998
General Electric July 1995 - December 1997
Skills
Acquisition Integration, Six Sigma, Cross-functional Team..., Process Improvement, Integration, Financial Reporting, Finance, Mergers & Acquisitions, Business Process..., Leadership, Analysis, Forecasting, Risk Management, Management, Mergers, Project Management, Accounting, Change Management
Education
Bryant University 1991 — 1995
Bachelor of Science, Business Administration (Accounting concentration)
Eversource Energy May 2013 - Present
Eversource Energy December 2009 - May 2013
Sikorsky Aircraft April 2009 - December 2009
UBS May 2008 - November 2008
General Electric March 2001 - March 2008
General Electric January 1999 - April 2001
General Electric January 1998 - December 1998
General Electric July 1995 - December 1997
Skills
Acquisition Integration, Six Sigma, Cross-functional Team..., Process Improvement, Integration, Financial Reporting, Finance, Mergers & Acquisitions, Business Process..., Leadership, Analysis, Forecasting, Risk Management, Management, Mergers, Project Management, Accounting, Change Management
Education
Bryant University 1991 — 1995
Bachelor of Science, Business Administration (Accounting concentration)
Scott Searle's UBS Experience December 1994 - May 1999
Job Analyst/Porfolio Manager at Diker Management
Industry Telecommunications
Experience
Diker Management November 2012 - Present
Unterberg Capital February 2012 - Present
B. Riley & Co. October 2011 - February 2012
Merriman Curhan Ford November 2009 - October 2011
S Squared Technology July 2003 - January 2009
SG Cowen August 2000 - August 2002
Cowen & Company 2000 - 2002
RBC Dain Rauscher May 1999 - June 2000
UBS December 1994 - May 1999
Neuberger Berman August 1992 - December 1994
Skills
Financial Modeling, Valuation, Start-ups, Equities, Investments, Strategic Partnerships, Hedge Funds, Capital Markets, Venture Capital, Private Equity, Wireless, IOT
Education
Bucknell University 1988 — 1992
Bachelor’s Degree, Economics & Finance, Cum Laude
Diker Management November 2012 - Present
Unterberg Capital February 2012 - Present
B. Riley & Co. October 2011 - February 2012
Merriman Curhan Ford November 2009 - October 2011
S Squared Technology July 2003 - January 2009
SG Cowen August 2000 - August 2002
Cowen & Company 2000 - 2002
RBC Dain Rauscher May 1999 - June 2000
UBS December 1994 - May 1999
Neuberger Berman August 1992 - December 1994
Skills
Financial Modeling, Valuation, Start-ups, Equities, Investments, Strategic Partnerships, Hedge Funds, Capital Markets, Venture Capital, Private Equity, Wireless, IOT
Education
Bucknell University 1988 — 1992
Bachelor’s Degree, Economics & Finance, Cum Laude
Kelly Russo's UBS Experience September 2007 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS September 2007 - Present
Goldman Sachs International January 2006 - September 2007
Goldman Sachs June 2001 - January 2006
Education
Bucknell University 1997 — 2001
UBS September 2007 - Present
Goldman Sachs International January 2006 - September 2007
Goldman Sachs June 2001 - January 2006
Education
Bucknell University 1997 — 2001
Kevin Takarada's UBS Experience March 2008 - November 2008
Job Vice President
Industry Financial Services
Experience
Mizuho Securities USA January 2009 - Present
UBS March 2008 - November 2008
CML Innovative Technologies August 2006 - October 2007
Honda Transmissions Mfg. October 2002 - August 2004
Ethicon, Division of Johnson & Johnson May 2002 - October 2002
Skills
Project Management, Process Improvement, Fixed Income, Financial Modeling, Engineering, Cross-functional Team..., Product Development, Risk Management, Derivatives, Manufacturing, Matlab, Lean Manufacturing, Six Sigma, Continuous Improvement, Business Analysis, Data Analysis, VBA, Equities, Bloomberg, Process Engineering
Education
Lehigh University 2004 — 2006
MS, Mechanical Engineer
Bucknell University 1998 — 2002
Bachelor's of Science, Mechanical Engineering
Mizuho Securities USA January 2009 - Present
UBS March 2008 - November 2008
CML Innovative Technologies August 2006 - October 2007
Honda Transmissions Mfg. October 2002 - August 2004
Ethicon, Division of Johnson & Johnson May 2002 - October 2002
Skills
Project Management, Process Improvement, Fixed Income, Financial Modeling, Engineering, Cross-functional Team..., Product Development, Risk Management, Derivatives, Manufacturing, Matlab, Lean Manufacturing, Six Sigma, Continuous Improvement, Business Analysis, Data Analysis, VBA, Equities, Bloomberg, Process Engineering
Education
Lehigh University 2004 — 2006
MS, Mechanical Engineer
Bucknell University 1998 — 2002
Bachelor's of Science, Mechanical Engineering
Eric Breitenbach Jr's UBS Experience June 2007 - August 2007
Job Professional
Industry Public Safety
Experience
Highland Park PD March 2011 - Present
Lloyd Agencies February 2011 - May 2011
Northwestern Mutual May 2008 - February 2011
MassMutual August 2007 - December 2007
UBS June 2007 - August 2007
Skills
Financial Analysis, Insurance, Employee Benefits, Investments, Risk Management, Strategic Financial..., Mutual Funds, Microsoft Excel, Public Speaking, Retirement Planning, Finance, Portfolio Management, Leadership, Accounting, Asset Management, Police, Criminal Justice, Law Enforcement..., Criminal Law, OC Spray, Interview and..., Traffic Enforcement, Active Shooter, Emergency Vehicle..., Taser, Firearms, Public Safety, Officer Survival, ASP Baton, Community Policing, Crime Prevention, Report Writing, Breath Operator, Juvenile Officer, Enforcement, PADI Open Water Diver, Emergency Management, Government, Criminal Investigations, Policy, Private Investigations, Interrogation, Physical Security, Project Planning, Homeland Security, Investigation, Wealth Management, Law Enforcement
Education
Butler University - College of Business Administration 2004 — 2008
Bachelor of Science, Finance
Highland Park PD March 2011 - Present
Lloyd Agencies February 2011 - May 2011
Northwestern Mutual May 2008 - February 2011
MassMutual August 2007 - December 2007
UBS June 2007 - August 2007
Skills
Financial Analysis, Insurance, Employee Benefits, Investments, Risk Management, Strategic Financial..., Mutual Funds, Microsoft Excel, Public Speaking, Retirement Planning, Finance, Portfolio Management, Leadership, Accounting, Asset Management, Police, Criminal Justice, Law Enforcement..., Criminal Law, OC Spray, Interview and..., Traffic Enforcement, Active Shooter, Emergency Vehicle..., Taser, Firearms, Public Safety, Officer Survival, ASP Baton, Community Policing, Crime Prevention, Report Writing, Breath Operator, Juvenile Officer, Enforcement, PADI Open Water Diver, Emergency Management, Government, Criminal Investigations, Policy, Private Investigations, Interrogation, Physical Security, Project Planning, Homeland Security, Investigation, Wealth Management, Law Enforcement
Education
Butler University - College of Business Administration 2004 — 2008
Bachelor of Science, Finance
Brad Cohen's UBS Experience March 1999 - May 2008
Job Chief Credit OfficerCredit Strategies at Square Mile Capital Management
Industry Real Estate
Experience
Square Mile Capital Management July 2013 - Present
BAC Consulting Group May 2009 - July 2013
The PrinceRidge Group May 2010 - May 2012
UBS March 1999 - May 2008
KPMG January 1997 - March 1999
Skills
Valuation, Private Equity, Investment Banking, Equities, Investments, Real Estate Due..., Mortgage Underwriting, Workout, Due Diligence, Loans, Financial Analysis, Real Estate Economics, Commercial Real Estate, Portfolio Management, Real Estate Development, Real Estate, CMBS, Investment Properties, Loan Servicing, Underwriting, Hedge Funds
Education
Bucknell University 1978 — 1982
BA
Square Mile Capital Management July 2013 - Present
BAC Consulting Group May 2009 - July 2013
The PrinceRidge Group May 2010 - May 2012
UBS March 1999 - May 2008
KPMG January 1997 - March 1999
Skills
Valuation, Private Equity, Investment Banking, Equities, Investments, Real Estate Due..., Mortgage Underwriting, Workout, Due Diligence, Loans, Financial Analysis, Real Estate Economics, Commercial Real Estate, Portfolio Management, Real Estate Development, Real Estate, CMBS, Investment Properties, Loan Servicing, Underwriting, Hedge Funds
Education
Bucknell University 1978 — 1982
BA
Christine (Koong) Hedstrom's UBS Experience September 2006 - November 2007
Job Assistant Director, Marketing Communications, Group Benefits at The Hartford
Industry Financial Services
Experience
The Hartford January 2015 - Present
AXA January 2013 - May 2014
AXA Equitable November 2009 - January 2013
The Phoenix Companies, Inc. November 2007 - November 2009
UBS September 2006 - November 2007
UBS February 2000 - September 2006
Paine Webber June 1998 - January 2000
Skills
Fixed Annuities, Marketing, Series 63, Wealth Management, Finance, Financial Services, Life Insurance, Mutual Funds, Series 7, Investments, Insurance, Management
Education
Bucknell University 1994 — 1998
BA
The Hartford January 2015 - Present
AXA January 2013 - May 2014
AXA Equitable November 2009 - January 2013
The Phoenix Companies, Inc. November 2007 - November 2009
UBS September 2006 - November 2007
UBS February 2000 - September 2006
Paine Webber June 1998 - January 2000
Skills
Fixed Annuities, Marketing, Series 63, Wealth Management, Finance, Financial Services, Life Insurance, Mutual Funds, Series 7, Investments, Insurance, Management
Education
Bucknell University 1994 — 1998
BA
Christopher Elipas's UBS Experience August 2008 - October 2009
Job Cofounder DRYV
Industry Consumer Services
Experience
DRYV January 2013 - Present
Merrill Lynch January 2009 - January 2012
UBS August 2008 - October 2009
Skills
Customer Retention, Competitive Analysis, Finance, Financial Analysis, Forecasting, Strategy
Education
Butler University - College of Business Administration 2004 — 2008
B.S., Finance
DRYV January 2013 - Present
Merrill Lynch January 2009 - January 2012
UBS August 2008 - October 2009
Skills
Customer Retention, Competitive Analysis, Finance, Financial Analysis, Forecasting, Strategy
Education
Butler University - College of Business Administration 2004 — 2008
B.S., Finance
Brian Cashmere's UBS Experience September 2000 - December 2001
Job District Manager at American Classic Agency
Industry Financial Services
Experience
American Classic Agency April 2005 - Present
brokersXpress LLC April 2005 - September 2005
Nationwide Insurance September 2002 - December 2004
UBS September 2000 - December 2001
Skills
Strategic Financial..., Series 7 Securities..., Series 6 Securities..., Series 63 Securities..., Series 66 Securities..., PA Life, Accident and..., Retirement, Asset Management, Investments, Fixed Annuities, Series 7, Asset Allocation, Mutual Funds, Life Insurance, Finance, Financial Analysis, Bonds, 401k, Financial Planning, Insurance, Retirement Planning, Customer Service, Marketing
Education
Slippery Rock University of Pennsylvania 1986 — 1989
Finance, Finance
Butler County Community College 1983 — 1986
Associate of Arts and Sciences (A.A.S.), Business Management
Knoch High 1978 — 1983
Diploma
American Classic Agency April 2005 - Present
brokersXpress LLC April 2005 - September 2005
Nationwide Insurance September 2002 - December 2004
UBS September 2000 - December 2001
Skills
Strategic Financial..., Series 7 Securities..., Series 6 Securities..., Series 63 Securities..., Series 66 Securities..., PA Life, Accident and..., Retirement, Asset Management, Investments, Fixed Annuities, Series 7, Asset Allocation, Mutual Funds, Life Insurance, Finance, Financial Analysis, Bonds, 401k, Financial Planning, Insurance, Retirement Planning, Customer Service, Marketing
Education
Slippery Rock University of Pennsylvania 1986 — 1989
Finance, Finance
Butler County Community College 1983 — 1986
Associate of Arts and Sciences (A.A.S.), Business Management
Knoch High 1978 — 1983
Diploma
Paul Morfogen's UBS Experience August 2011 - Present
Job Managing Director at UBS
Industry Real Estate
Experience
UBS August 2011 - Present
Lehman Brothers 1987 - November 2008
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Brown University 1983 — 1987
Economics & Political Science
UBS August 2011 - Present
Lehman Brothers 1987 - November 2008
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Brown University 1983 — 1987
Economics & Political Science
Sarah Starkweather's UBS Experience September 2009 - Present
Job Director and US Counsel at UBS
Industry Financial Services
Experience
UBS September 2009 - Present
UBS Investment Bank April 2009 - December 2009
UBS Investment Bank June 2006 - March 2009
The Bond Market Association December 2004 - June 2006
SIFMA - The Securities and Financial Markets Association 2004 - 2006
Fannie Mae 2003 - 2004
Brown & Wood 1999 - 2000
The Bond Market Association 1995 - 1999
White & Case 1986 - 1995
Macmillan 1982 - 1986
Education
Brooklyn Law School 1982 — 1986
JD
Dartmouth College 1973 — 1977
AB, Spanish literature
St. Paul's School 1971 — 1973
UBS September 2009 - Present
UBS Investment Bank April 2009 - December 2009
UBS Investment Bank June 2006 - March 2009
The Bond Market Association December 2004 - June 2006
SIFMA - The Securities and Financial Markets Association 2004 - 2006
Fannie Mae 2003 - 2004
Brown & Wood 1999 - 2000
The Bond Market Association 1995 - 1999
White & Case 1986 - 1995
Macmillan 1982 - 1986
Education
Brooklyn Law School 1982 — 1986
JD
Dartmouth College 1973 — 1977
AB, Spanish literature
St. Paul's School 1971 — 1973
Richard Dupuis's UBS Experience 1997 - 2000
Job Senior Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2005 - Present
Dublind Partners 2000 - 2004
UBS 1997 - 2000
Dillon Read Capital Management 1984 - 1997
Drexel Burnham Lambert 1980 - 1984
Bear Stearns 1977 - 1980
Smith Barney 1975 - 1977
NASD 1973 - 1975
Education
Bryant University 1969 — 1973
BS, Management, Business Management
Merrill Lynch January 2005 - Present
Dublind Partners 2000 - 2004
UBS 1997 - 2000
Dillon Read Capital Management 1984 - 1997
Drexel Burnham Lambert 1980 - 1984
Bear Stearns 1977 - 1980
Smith Barney 1975 - 1977
NASD 1973 - 1975
Education
Bryant University 1969 — 1973
BS, Management, Business Management
Jessica Shu's UBS Experience 2011 - June 2013
Job Project Manager/Buyer/Sales/Executive Assistant to CEO at AJ Collections
Industry Human Resources
Experience
AJ Collections September 2013 - Present
UBS 2011 - June 2013
UBS Investment Bank June 2010 - August 2010
Catalyst Inc. July 2009 - August 2009
Muirfield Partners June 2009 - July 2009
Various Companies July 2008 - July 2009
Various Productions July 2008 - July 2009
iPressroom/Schwartzman & Associates, Inc. April 2009 - May 2009
Huntington Marketing December 2008 - March 2009
World Coast Management July 2008 - September 2008
Skills
Emerging Markets, Start-up Environment, Diversity & Inclusion, Talent Acquisition, Talent Management, Social Media, Social Entrepreneurship, Venture Philanthropy, Media Production, Journalism, Advertising, Marketing, Public Relations, Chinese, Portuguese, Taiwanese, Spanish, Globalization, International Education, International Mobility
Education
London School of Economics and Political Science-Peking University 2014 — 2014
Global Leadership, Management, Entrepreneurship
Bryn Mawr College 2006 — 2010
Growth and Structure of Cities- Psychology, Sociology, Culture and the Global Economy
University of Pennsylvania 2006 — 2010
National Taiwan Normal University 2006 — 2006
Chinese
AJ Collections September 2013 - Present
UBS 2011 - June 2013
UBS Investment Bank June 2010 - August 2010
Catalyst Inc. July 2009 - August 2009
Muirfield Partners June 2009 - July 2009
Various Companies July 2008 - July 2009
Various Productions July 2008 - July 2009
iPressroom/Schwartzman & Associates, Inc. April 2009 - May 2009
Huntington Marketing December 2008 - March 2009
World Coast Management July 2008 - September 2008
Skills
Emerging Markets, Start-up Environment, Diversity & Inclusion, Talent Acquisition, Talent Management, Social Media, Social Entrepreneurship, Venture Philanthropy, Media Production, Journalism, Advertising, Marketing, Public Relations, Chinese, Portuguese, Taiwanese, Spanish, Globalization, International Education, International Mobility
Education
London School of Economics and Political Science-Peking University 2014 — 2014
Global Leadership, Management, Entrepreneurship
Bryn Mawr College 2006 — 2010
Growth and Structure of Cities- Psychology, Sociology, Culture and the Global Economy
University of Pennsylvania 2006 — 2010
National Taiwan Normal University 2006 — 2006
Chinese
Marina Volshansky's UBS Experience 2008 - 2008
Job Associate at Scunziano & Associates, LLC
Industry Law Practice
Experience
Scunziano & Associates, LLC August 2010 - Present
UBS 2008 - 2008
Bear Stearns 2007 - 2007
Goldman Sachs 2001 - 2006
Education
Brooklyn Law School 2006 — 2009
New York University 1996 — 2001
Economics
Scunziano & Associates, LLC August 2010 - Present
UBS 2008 - 2008
Bear Stearns 2007 - 2007
Goldman Sachs 2001 - 2006
Education
Brooklyn Law School 2006 — 2009
New York University 1996 — 2001
Economics
Anthony Roth's UBS Experience August 2008 - December 2009
Job Chief Investment Officer, Private Wealth Management at UBS Wealth Management
Industry Financial Services
Experience
Aquitaine Management 2013 - 2014
UBS Wealth Management January 2010 - December 2012
UBS Wealth Management January 2010 - December 2012
UBS August 2008 - December 2009
Bear Stearns October 2000 - June 2008
Sanford C. Bernstein October 1999 - October 2000
Cleary Gottlieb August 1993 - October 1999
Skills
Portfolio Management, Wealth Management..., Financial Services, Securities, Equities, Hedge Funds, Capital Markets, Fixed Income, Series 7, Investments, Derivatives, Investment Banking, Alternative Investments, Private Equity, Asset Managment, FINRA, Financial Modeling, Valuation, Due Diligence
Education
Harvard Law School 1990 — 2003
JD, Law
University of Paris I: Panthéon-Sorbonne 1994 — 1995
DEA, Droit Fiscal Internationale (International Tax Law)
Brown University 1987 — 1990
BA, Philosophy
Phillips Academy, Andover 1984 — 1985
High School Diploma
Aquitaine Management 2013 - 2014
UBS Wealth Management January 2010 - December 2012
UBS Wealth Management January 2010 - December 2012
UBS August 2008 - December 2009
Bear Stearns October 2000 - June 2008
Sanford C. Bernstein October 1999 - October 2000
Cleary Gottlieb August 1993 - October 1999
Skills
Portfolio Management, Wealth Management..., Financial Services, Securities, Equities, Hedge Funds, Capital Markets, Fixed Income, Series 7, Investments, Derivatives, Investment Banking, Alternative Investments, Private Equity, Asset Managment, FINRA, Financial Modeling, Valuation, Due Diligence
Education
Harvard Law School 1990 — 2003
JD, Law
University of Paris I: Panthéon-Sorbonne 1994 — 1995
DEA, Droit Fiscal Internationale (International Tax Law)
Brown University 1987 — 1990
BA, Philosophy
Phillips Academy, Andover 1984 — 1985
High School Diploma
Brian Crable's UBS Experience May 2009 - July 2009
Job Sales rep pursuing business development/account manager position at young tech company
Industry Computer Software
Experience
Shopseen March 2015 - May 2015
Morgan Stanley Private Wealth Management August 2011 - August 2014
CCCSSF August 2010 - August 2011
UBS May 2009 - July 2009
The Nyhart Company May 2008 - August 2008
Skills
Retirement Planning, Investments, Sales, Financial Analysis, Leadership, Microsoft Excel, Customer Service, PowerPoint, Marketing, Finance, Social Media, Social Media Marketing, Microsoft Office, Social Networking, Cold Calling
Education
Butler University 2005 — 2009
Bachelor of Science, Finance
Shopseen March 2015 - May 2015
Morgan Stanley Private Wealth Management August 2011 - August 2014
CCCSSF August 2010 - August 2011
UBS May 2009 - July 2009
The Nyhart Company May 2008 - August 2008
Skills
Retirement Planning, Investments, Sales, Financial Analysis, Leadership, Microsoft Excel, Customer Service, PowerPoint, Marketing, Finance, Social Media, Social Media Marketing, Microsoft Office, Social Networking, Cold Calling
Education
Butler University 2005 — 2009
Bachelor of Science, Finance
James Tapia's UBS Experience June 2000 - May 2003
Job Senior Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2002 - Present
UBS June 2000 - May 2003
Education
Bryant University
BA, Finance
Wells Fargo Advisors, LLC July 2002 - Present
UBS June 2000 - May 2003
Education
Bryant University
BA, Finance
Margaret Hay's UBS Experience June 1991 - July 2010
Job Private Wealth Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Morgan Stanley July 2010 - May 2015
UBS June 1991 - July 2010
Skills
Series 7
Education
Brown University
Economics
Merrill Lynch May 2015 - Present
Morgan Stanley July 2010 - May 2015
UBS June 1991 - July 2010
Skills
Series 7
Education
Brown University
Economics
Lauren Holbrook's UBS Experience August 2004 - August 2005
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2005 - Present
UBS August 2004 - August 2005
Education
Bucknell University 1997 — 2001
B.A., Economics
St. Anthony's High School 1993 — 1997
Deutsche Bank August 2005 - Present
UBS August 2004 - August 2005
Education
Bucknell University 1997 — 2001
B.A., Economics
St. Anthony's High School 1993 — 1997
Sarah Beachkofsky-Moore's UBS Experience July 2005 - September 2007
Job
Industry Education Management
Experience
Beaufort County Schools January 2007 - Present
UBS July 2005 - September 2007
Skills
Educational Leadership, Classroom
Education
Mountbatten 2004 — 2005
CIE, International Business
Butler University 2000 — 2004
BA, Public and Corporate Communication
Beaufort County Schools January 2007 - Present
UBS July 2005 - September 2007
Skills
Educational Leadership, Classroom
Education
Mountbatten 2004 — 2005
CIE, International Business
Butler University 2000 — 2004
BA, Public and Corporate Communication
Carolyn Cost's UBS Experience June 2006 - August 2006
Job Vice President at Finsbury
Industry Public Relations and Communications
Experience
Finsbury September 2007 - Present
UBS June 2006 - August 2006
Skills
Strategic Communications
Education
Bryn Mawr College 2003 — 2007
BA, English
Trinity School 1999 — 2003
High School
Finsbury September 2007 - Present
UBS June 2006 - August 2006
Skills
Strategic Communications
Education
Bryn Mawr College 2003 — 2007
BA, English
Trinity School 1999 — 2003
High School
Daniel Akkerman's UBS Experience June 2012 - December 2012
Job Senior Associate at PwC
Industry Banking
Experience
PwC September 2013 - Present
Fair Lawn New Jersey Open Space Committee December 2010 - Present
Bergen County, County Committee May 2010 - Present
PwC June 2013 - August 2013
Community Development Clinic January 2013 - August 2013
UBS June 2012 - December 2012
Fair Lawn New Jersey Zoning Board of Appeals January 2011 - December 2011
UBS December 2010 - August 2011
UBS Financial Services May 2008 - August 2008
Skills
Financial Services, FINRA, Litigation, Financial Regulation, Investment Banking, Financial Analysis, Bloomberg Terminal, Risk Management, Structured Products, Management, Microsoft Excel, PowerPoint, Legal Writing, Legal Research, Operational Risk..., Investment Advisory, Westlaw, Lexis, Corporate Law, Employment Law, Economics, Internal Audit, Operational Risk, Contract Negotiation, Real Estate Transactions, Real Estate Economics, Russian, Negotiation, Trusts, Settlement Agreements, Project Management, Financial Advisory, Legal Advisory, Stock Market, Risk Assessment, Real Estate Development, External Audit, Financial Forecasting, Condos, Business Process..., Fixed Annuities, Contractual Agreements, Employment Contracts, Zoning, Board Governance, Banking Law, Contract Law, Tax Law, Dodd-Frank, Civil Litigation
Education
Brooklyn Law School
J.D., Law, 3.7 (Top 15% of Class) - Cum Laude
Pace University, Lubin School of Business, Pforzheimer Honors College 2007 — 2009
Bachelor of Business Administration, Major in Finance Minor in Economics, 3.95 (Top 1% of Class)
PwC September 2013 - Present
Fair Lawn New Jersey Open Space Committee December 2010 - Present
Bergen County, County Committee May 2010 - Present
PwC June 2013 - August 2013
Community Development Clinic January 2013 - August 2013
UBS June 2012 - December 2012
Fair Lawn New Jersey Zoning Board of Appeals January 2011 - December 2011
UBS December 2010 - August 2011
UBS Financial Services May 2008 - August 2008
Skills
Financial Services, FINRA, Litigation, Financial Regulation, Investment Banking, Financial Analysis, Bloomberg Terminal, Risk Management, Structured Products, Management, Microsoft Excel, PowerPoint, Legal Writing, Legal Research, Operational Risk..., Investment Advisory, Westlaw, Lexis, Corporate Law, Employment Law, Economics, Internal Audit, Operational Risk, Contract Negotiation, Real Estate Transactions, Real Estate Economics, Russian, Negotiation, Trusts, Settlement Agreements, Project Management, Financial Advisory, Legal Advisory, Stock Market, Risk Assessment, Real Estate Development, External Audit, Financial Forecasting, Condos, Business Process..., Fixed Annuities, Contractual Agreements, Employment Contracts, Zoning, Board Governance, Banking Law, Contract Law, Tax Law, Dodd-Frank, Civil Litigation
Education
Brooklyn Law School
J.D., Law, 3.7 (Top 15% of Class) - Cum Laude
Pace University, Lubin School of Business, Pforzheimer Honors College 2007 — 2009
Bachelor of Business Administration, Major in Finance Minor in Economics, 3.95 (Top 1% of Class)
Dan Chillemi's UBS Experience 2009 - Present
Job First Vice PresidentWealth Management at UBS
Industry Financial Services
Experience
UBS 2009 - Present
Merrill Lynch January 2005 - January 2009
Education
Butler University 2002 — 2005
LAS, International Studies, Spanish, French
University of Evansville 2001 — 2002
LAS, International Studies, Spanish, French
UBS 2009 - Present
Merrill Lynch January 2005 - January 2009
Education
Butler University 2002 — 2005
LAS, International Studies, Spanish, French
University of Evansville 2001 — 2002
LAS, International Studies, Spanish, French
Sarah (Johnson) Salomon's UBS Experience November 2006 - May 2007
Job Assistant Complex Director at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management December 2012 - Present
UBS Financial Services October 2010 - December 2012
UBS Financial Services March 2009 - October 2010
UBS Financial Services June 2007 - March 2009
UBS November 2006 - May 2007
UBS Financial Services April 2006 - November 2006
UBS Financial Services October 2004 - April 2006
UBS Financial Services January 2002 - October 2004
UBS Financial Services July 2000 - January 2002
Education
Family Firm Institute, Global Education Network 2015 — 2015
Certificate in Family Wealth Advising & Certificate in Family Business Advising
Bucknell University 1996 — 2000
BSBA, Management, Spanish
UBS Private Wealth Management December 2012 - Present
UBS Financial Services October 2010 - December 2012
UBS Financial Services March 2009 - October 2010
UBS Financial Services June 2007 - March 2009
UBS November 2006 - May 2007
UBS Financial Services April 2006 - November 2006
UBS Financial Services October 2004 - April 2006
UBS Financial Services January 2002 - October 2004
UBS Financial Services July 2000 - January 2002
Education
Family Firm Institute, Global Education Network 2015 — 2015
Certificate in Family Wealth Advising & Certificate in Family Business Advising
Bucknell University 1996 — 2000
BSBA, Management, Spanish
Harvey Edwards's UBS Experience February 1997 - June 2004
Job Senior Project Manager at Zionsbancorp
Industry Financial Services
Experience
Zionsbancorp March 2014 - Present
HJEXNY Ltd July 2012 - December 2013
Global Collect July 2012 - May 2013
Barclays Bank April 2005 - October 2011
UBS February 1997 - June 2004
GFT (USA) Corp September 1994 - January 1997
Pepsi-Cola, Inc March 1987 - August 1994
Halstead Property Company September 1984 - February 1987
Office Express July 1983 - July 1984
The Corporate-Education Exchange December 1981 - July 1983
Skills
Budgeting, PMO, Stakeholder Management, Project Delivery, Project Plans, Program Management, Vendor Management, Waterfall, Project Portfolio..., Resource Management, Business Analysis, Release Management, Project Planning, PMI, Business Requirements, Requirements Gathering, Change Management, MS Project, Process Engineering, Risk Management, Visio, Software Project..., Process Mapping, User Acceptance Testing, Risk, Business Process..., Process Improvement, IT Governance, Requirements Analysis, People Management, Project Execution, IT Management, Business Process, Agile, Project Management, Business Intelligence, Team Management, Strategy, Team Leadership
Education
Brown University
B.A, English Literature
Rutgers University
Ph.D, English Literature
Zionsbancorp March 2014 - Present
HJEXNY Ltd July 2012 - December 2013
Global Collect July 2012 - May 2013
Barclays Bank April 2005 - October 2011
UBS February 1997 - June 2004
GFT (USA) Corp September 1994 - January 1997
Pepsi-Cola, Inc March 1987 - August 1994
Halstead Property Company September 1984 - February 1987
Office Express July 1983 - July 1984
The Corporate-Education Exchange December 1981 - July 1983
Skills
Budgeting, PMO, Stakeholder Management, Project Delivery, Project Plans, Program Management, Vendor Management, Waterfall, Project Portfolio..., Resource Management, Business Analysis, Release Management, Project Planning, PMI, Business Requirements, Requirements Gathering, Change Management, MS Project, Process Engineering, Risk Management, Visio, Software Project..., Process Mapping, User Acceptance Testing, Risk, Business Process..., Process Improvement, IT Governance, Requirements Analysis, People Management, Project Execution, IT Management, Business Process, Agile, Project Management, Business Intelligence, Team Management, Strategy, Team Leadership
Education
Brown University
B.A, English Literature
Rutgers University
Ph.D, English Literature
Martin Ehrenreich's UBS Experience June 1992 - Present
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS June 1992 - Present
Education
Brooklyn Law School 1964 — 1966
Doctor of Law (J.D.)
Syracuse University 1959 — 1963
Bachelor of Arts (B.A.), English
UBS June 1992 - Present
Education
Brooklyn Law School 1964 — 1966
Doctor of Law (J.D.)
Syracuse University 1959 — 1963
Bachelor of Arts (B.A.), English
Matthew Lorenzo's UBS Experience August 2011 - December 2011
Job Law Clerk at Lorenzo & Bevers, Attorneys at Law
Industry Law Practice
Experience
Lorenzo & Bevers, Attorneys at Law August 2015 - Present
Court of Appeals of Indiana January 2015 - April 2015
Medicaid Fraud Control Unit, Office of the Indiana Attorney General May 2014 - November 2014
Midcontinent Independent System Operator June 2013 - October 2013
UBS August 2011 - December 2011
Cummins Crosspoint, LLC May 2011 - August 2011
Skills
Investments, PowerPoint, Word, Microsoft Word, Financial Analysis, Mutual Funds, Accounting, Leadership
Education
Indiana University Robert H. McKinney School of Law 2012 — 2015
Doctor of Jurisprudence (J.D.), Law
Butler University 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics
Lorenzo & Bevers, Attorneys at Law August 2015 - Present
Court of Appeals of Indiana January 2015 - April 2015
Medicaid Fraud Control Unit, Office of the Indiana Attorney General May 2014 - November 2014
Midcontinent Independent System Operator June 2013 - October 2013
UBS August 2011 - December 2011
Cummins Crosspoint, LLC May 2011 - August 2011
Skills
Investments, PowerPoint, Word, Microsoft Word, Financial Analysis, Mutual Funds, Accounting, Leadership
Education
Indiana University Robert H. McKinney School of Law 2012 — 2015
Doctor of Jurisprudence (J.D.), Law
Butler University 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics
Julie Hawk's UBS Experience March 2000 - June 2002
Job Administrative Sales Assistant/New Business Operations
Industry Financial Services
Experience
Ronald Lorch Associates February 2005 - November 2013
Prometheus Capital Management June 2002 - September 2004
UBS March 2000 - June 2002
Skills
Presentation Development, Project Coordination, Organizational..., Life Insurance, Project Management, Database Administration, Information Technology, Product Marketing, Brochure Creation, Email Marketing, Microsoft Office 2007, Case Managment, Customer Service, Office Administration, Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, HTML, Microsoft Publisher, Vendor Management, New Business Development, Asset Allocation, Microsoft Office, Wealth Management, Sales
Education
Indiana University of Pennsylvania 1991 — 1994
Bachelor of Science, Psychology
Bucks County Community College 1989 — 1991
Ronald Lorch Associates February 2005 - November 2013
Prometheus Capital Management June 2002 - September 2004
UBS March 2000 - June 2002
Skills
Presentation Development, Project Coordination, Organizational..., Life Insurance, Project Management, Database Administration, Information Technology, Product Marketing, Brochure Creation, Email Marketing, Microsoft Office 2007, Case Managment, Customer Service, Office Administration, Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, HTML, Microsoft Publisher, Vendor Management, New Business Development, Asset Allocation, Microsoft Office, Wealth Management, Sales
Education
Indiana University of Pennsylvania 1991 — 1994
Bachelor of Science, Psychology
Bucks County Community College 1989 — 1991
James Tapia's UBS Experience 2000 - 2003
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Chris Nippes's UBS Experience May 2004 - Present
Job salestrader at UBS
Industry Financial Services
Experience
UBS May 2004 - Present
Skills
Equities, Trading Systems
Education
Bucknell University 1992 — 1996
UBS May 2004 - Present
Skills
Equities, Trading Systems
Education
Bucknell University 1992 — 1996
Jacquelyn Pelino's UBS Experience 1998 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
UBS 1998 - 2004
Deutsche Bank 1996 - 1998
Education
Western New England College School of Law 1991 — 1994
Juris Doctor
Bucknell University 1987 — 1991
Bachelor of Arts, English
UBS 1998 - 2004
Deutsche Bank 1996 - 1998
Education
Western New England College School of Law 1991 — 1994
Juris Doctor
Bucknell University 1987 — 1991
Bachelor of Arts, English
Jessica Corazza's UBS Experience 2006 - 2011
Job Trust Officer
Industry Financial Services
Experience
Beacon Trust January 2013 - Present
UBS 2006 - 2011
UBS 2000 - 2006
Education
Bucknell University
Oak Knoll School
Beacon Trust January 2013 - Present
UBS 2006 - 2011
UBS 2000 - 2006
Education
Bucknell University
Oak Knoll School
Melissa Daley's UBS Experience July 1998 - Present
Job Associate Director / Information Center at UBS
Industry Financial Services
Experience
UBS July 1998 - Present
Find/SVP October 1991 - June 1998
Proskauer Rose LLP December 1989 - October 1991
Skills
Technical Services..., Contract Negotiation, Team Management, Returned Peace Corps..., Business Development, Project Management, Program Management, Strategic Planning, Vendor Management, Coaching, Risk Management, Business Analysis, Analysis, Business Strategy, Cross-functional Team...
Education
Bucknell University
BS, Computer Engineering
Pratt Institute
MLS, Library Science
UBS July 1998 - Present
Find/SVP October 1991 - June 1998
Proskauer Rose LLP December 1989 - October 1991
Skills
Technical Services..., Contract Negotiation, Team Management, Returned Peace Corps..., Business Development, Project Management, Program Management, Strategic Planning, Vendor Management, Coaching, Risk Management, Business Analysis, Analysis, Business Strategy, Cross-functional Team...
Education
Bucknell University
BS, Computer Engineering
Pratt Institute
MLS, Library Science
Yoonmo Corinne Ku's UBS Experience 2010 - 2010
Job Student at Columbia Law School
Industry Legal Services
Experience
UBS 2010 - 2010
Education
Columbia Law School 2012 — 2015
Doctor of Law (JD)
Brown University 2007 — 2011
Economics, Bachelor of Arts (B.A.)
UBS 2010 - 2010
Education
Columbia Law School 2012 — 2015
Doctor of Law (JD)
Brown University 2007 — 2011
Economics, Bachelor of Arts (B.A.)
Daniel Hirschberg's UBS Experience June 2012 - August 2012
Job Analyst at Macquarie Group
Industry Real Estate
Experience
Macquarie Group July 2015 - Present
Macquarie Group June 2014 - August 2014
CBRE June 2013 - August 2013
UBS June 2012 - August 2012
Education
Brown University 2011 — 2015
Economics
Macquarie Group July 2015 - Present
Macquarie Group June 2014 - August 2014
CBRE June 2013 - August 2013
UBS June 2012 - August 2012
Education
Brown University 2011 — 2015
Economics
Brandon Ushry's UBS Experience October 2013 - October 2013
Job Network Support Specialist for Time Warner Cable
Industry Information Technology and Services
Experience
Time Warner Cable July 2014 - Present
UC Health April 2014 - June 2014
US Environmental Protection Agency (EPA) January 2014 - April 2014
UBS October 2013 - October 2013
Skills
Information Technology, Computers, Computer Maintenance, Computer Hardware, Computer Repair, Computer Network..., Windows 7, Windows XP Pro, Web Design, HTTP, CSS, Film Production, Video Production, Film, Video Editing, Editing, Screenwriting, Scripting, Writing, Television, Digital Media, Photoshop, Photography, Marketing Strategy, Social Media Marketing, Social Media
Education
Per Scholas 2013 — 2013
Per Scholas, Information Technology
Brown Mackie College-Cincinnati
Associate's degree, Audio Video Production
Time Warner Cable July 2014 - Present
UC Health April 2014 - June 2014
US Environmental Protection Agency (EPA) January 2014 - April 2014
UBS October 2013 - October 2013
Skills
Information Technology, Computers, Computer Maintenance, Computer Hardware, Computer Repair, Computer Network..., Windows 7, Windows XP Pro, Web Design, HTTP, CSS, Film Production, Video Production, Film, Video Editing, Editing, Screenwriting, Scripting, Writing, Television, Digital Media, Photoshop, Photography, Marketing Strategy, Social Media Marketing, Social Media
Education
Per Scholas 2013 — 2013
Per Scholas, Information Technology
Brown Mackie College-Cincinnati
Associate's degree, Audio Video Production
Karen Reardon-Juliano's UBS Experience May 1985 - March 2005
Job Office Mgr at Iroquois Fence, Inc.
Industry Construction
Experience
Iroquois Fence, Inc. April 2005 - Present
UBS May 1985 - March 2005
Skills
Office Management
Education
Bryant and Stratton College
Iroquois Fence, Inc. April 2005 - Present
UBS May 1985 - March 2005
Skills
Office Management
Education
Bryant and Stratton College
Michael Bixon's UBS Experience January 2013 - Present
Job Americas Regional Head of AML at UBS
Industry Financial Services
Experience
UBS January 2013 - Present
Stier Anderson LLC October 1999 - August 2005
New York County District Attorney's Office September 1990 - October 1999
Law Clerk for Hon. Freda L. Wolfson, United States Magistrate (now District Court Judge) August 1989 - September 1990
Skills
AML, BSA, Private Investigations, Due Diligence
Education
Brooklyn Law School 1986 — 1989
Juris Doctor (J.D.)
Manhattanville College 1982 — 1986
Bachelor's Degree
UBS January 2013 - Present
Stier Anderson LLC October 1999 - August 2005
New York County District Attorney's Office September 1990 - October 1999
Law Clerk for Hon. Freda L. Wolfson, United States Magistrate (now District Court Judge) August 1989 - September 1990
Skills
AML, BSA, Private Investigations, Due Diligence
Education
Brooklyn Law School 1986 — 1989
Juris Doctor (J.D.)
Manhattanville College 1982 — 1986
Bachelor's Degree
Elliott Appel's UBS Experience 2009 - Present
Job Director & Associate General Counsel at UBS
Industry Financial Services
Experience
UBS 2009 - Present
Fortress Investment Group 2007 - 2008
Education
Brooklyn Law School 2006 — 2009
Doctor of Law (J.D.)
Washington University in St. Louis 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Political Science, International Business
UBS 2009 - Present
Fortress Investment Group 2007 - 2008
Education
Brooklyn Law School 2006 — 2009
Doctor of Law (J.D.)
Washington University in St. Louis 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Political Science, International Business
Glenn Rudy's UBS Experience 1981 - 2009
Job Compliance Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2014 - Present
Wells Fargo Advisors LLC August 2009 - June 2014
UBS 1981 - 2009
Education
Brown University 1968 — 1973
Bachelor’s Degree, American History (United States)
Wells Fargo Advisors, LLC July 2014 - Present
Wells Fargo Advisors LLC August 2009 - June 2014
UBS 1981 - 2009
Education
Brown University 1968 — 1973
Bachelor’s Degree, American History (United States)
Rebecca Demarest's UBS Experience June 2015 - Present
Job Student at Bryant University
Industry
Experience
UBS June 2015 - Present
Skills
Microsoft Excel, Mathematics, Statistics, Peer Tutoring, Microsoft Word, Autodesk Inventor, AutoCAD, Microsoft Office, Data Analysis
Education
Bryant University 2014 — 2018
Bachelor of Science (B.S.), Actuarial Science, Freshman
Commack High School 2010 — 2014
High School Diploma, IB Diploma Program
UBS June 2015 - Present
Skills
Microsoft Excel, Mathematics, Statistics, Peer Tutoring, Microsoft Word, Autodesk Inventor, AutoCAD, Microsoft Office, Data Analysis
Education
Bryant University 2014 — 2018
Bachelor of Science (B.S.), Actuarial Science, Freshman
Commack High School 2010 — 2014
High School Diploma, IB Diploma Program
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.