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.
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UBS Employees
Employee
Years
Job
Industry
Jeani Winterbourne Jeani Winterbourne's UBS Experience December 2005 - March 2009
Job CEO/President at Umpqua Investments, Inc.
Industry Financial Services
Experience
Umpqua Investments, Inc. (Member: FINRA/SIPC) March 2009 - Present
UBS December 2005 - March 2009
Smith Barney September 1982 - December 2006
Skills
Retirement Planning, Portfolio Management, Strategic Financial..., Organizational Structure, Business Coaching
Education
CSU Sacramento 1982 — 1986
Bachelor's degree, Business Adminstration, Finance
Shasta High School 1978 — 1980
Umpqua Investments, Inc. (Member: FINRA/SIPC) March 2009 - Present
UBS December 2005 - March 2009
Smith Barney September 1982 - December 2006
Skills
Retirement Planning, Portfolio Management, Strategic Financial..., Organizational Structure, Business Coaching
Education
CSU Sacramento 1982 — 1986
Bachelor's degree, Business Adminstration, Finance
Shasta High School 1978 — 1980
Mary Richbourg Mary Richbourg's UBS Experience 2000 - 2001
Job Labeling Lead Specialist at Acclarent a Johnson & Johnson Company
Industry Medical Devices
Experience
Acclarent January 2015 - Present
Thermo Fisher Scientific May 2014 - January 2015
Johnson & Johnson 2007 - 2013
TouchStone Marketing Communications Group 2006 - 2007
DesignFlies, Freelance Graphic Design Services 2005 - 2006
Enterprise Rent-A-Car 2003 - 2005
Inside Tennis Magazine 2002 - 2003
Ford Motor Company 2001 - 2002
UBS 2000 - 2001
Skills
Packaging, Advertising, Marketing, Graphics, Cross-functional Team..., Product Launch, Product Development, Project Management, Account Management, Marketing Communications, Adobe Acrobat, New Business Development, Brand Management, Medical Devices, Social Media, Direct Marketing, Customer Service, Sales, Social Media Marketing, Product Marketing, Adobe Creative Suite, Microsoft Office, Quality Assurance, Management, Direct Mail, Leadership, Graphic Design, FDA, Event Management, Product Management, Brand Development, Marketing Strategy, Integrated Marketing, Layout, Event Planning, Marketing Management, InDesign, Creative Direction, Illustrator, Social Networking, Copywriting, CRM
Education
Cadence Management Corporation
Certification, Project Management
California State University-Hayward 2003 — 2005
Bachelor of Arts (B.A.), Mass Communication: Journalism
Merritt College 2002 — 2003
Associate of Arts (AA), Psychology: Social and Behavioral Sciences
Platt College 1999 — 2001
Technical, Graphic Design: Print
Acclarent January 2015 - Present
Thermo Fisher Scientific May 2014 - January 2015
Johnson & Johnson 2007 - 2013
TouchStone Marketing Communications Group 2006 - 2007
DesignFlies, Freelance Graphic Design Services 2005 - 2006
Enterprise Rent-A-Car 2003 - 2005
Inside Tennis Magazine 2002 - 2003
Ford Motor Company 2001 - 2002
UBS 2000 - 2001
Skills
Packaging, Advertising, Marketing, Graphics, Cross-functional Team..., Product Launch, Product Development, Project Management, Account Management, Marketing Communications, Adobe Acrobat, New Business Development, Brand Management, Medical Devices, Social Media, Direct Marketing, Customer Service, Sales, Social Media Marketing, Product Marketing, Adobe Creative Suite, Microsoft Office, Quality Assurance, Management, Direct Mail, Leadership, Graphic Design, FDA, Event Management, Product Management, Brand Development, Marketing Strategy, Integrated Marketing, Layout, Event Planning, Marketing Management, InDesign, Creative Direction, Illustrator, Social Networking, Copywriting, CRM
Education
Cadence Management Corporation
Certification, Project Management
California State University-Hayward 2003 — 2005
Bachelor of Arts (B.A.), Mass Communication: Journalism
Merritt College 2002 — 2003
Associate of Arts (AA), Psychology: Social and Behavioral Sciences
Platt College 1999 — 2001
Technical, Graphic Design: Print
Jordan Phelps Jordan Phelps's UBS Experience June 2012 - August 2012
Job Financial Analyst at Visa
Industry Financial Services
Experience
Visa May 2015 - Present
Space Systems Loral July 2013 - May 2015
Pacific Trust Mortgage November 2012 - May 2013
UBS June 2012 - August 2012
Millbrae Recreation Center June 2007 - August 2012
Green Hills Country Club August 2008 - June 2009
Skills
Portfolio Management, Corporate Finance, Microsoft Excel, Financial Modeling, Microsoft Office, Morningstar Direct, Microsoft Word, Leadership, Process Improvement, Finance
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
BS, Business Administration, Financial Management
Visa May 2015 - Present
Space Systems Loral July 2013 - May 2015
Pacific Trust Mortgage November 2012 - May 2013
UBS June 2012 - August 2012
Millbrae Recreation Center June 2007 - August 2012
Green Hills Country Club August 2008 - June 2009
Skills
Portfolio Management, Corporate Finance, Microsoft Excel, Financial Modeling, Microsoft Office, Morningstar Direct, Microsoft Word, Leadership, Process Improvement, Finance
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
BS, Business Administration, Financial Management
Jack Lorenz Jack Lorenz's UBS Experience 2001 - 2003
Job Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge 2013 - Present
Tax & Financial Group 2011 - 2013
Charles Schwab April 2006 - May 2011
UBS 2001 - 2003
Morgan Stanley 1994 - 2001
Skills
Family Office, Retirement Planning, Investments, Risk Management, Strategic Financial..., Asset Allocation, Financial Advisory, Portfolio Management, Equities, Asset Managment, High Net Worth..., Wealth Management, Asset Management, Series 7, Investment Advisory, Finance, 401k, Alternative Investments, Capital Markets, ETFs, Due Diligence, Employee Benefits, Financial Analysis, Financial Modeling, Financial Planning, Financial Services, Fixed Income, Hedge Funds, Investment Strategies, Management, Mutual Funds, Private Equity, Securities, Series 63, Series 65
Education
Stanford University 1975 — 1979
BA, Economics
California State University-Los Angeles 1984 — 1987
MBA, Finance
Corona Del Mar High School 1971 — 1975
Merrill Edge 2013 - Present
Tax & Financial Group 2011 - 2013
Charles Schwab April 2006 - May 2011
UBS 2001 - 2003
Morgan Stanley 1994 - 2001
Skills
Family Office, Retirement Planning, Investments, Risk Management, Strategic Financial..., Asset Allocation, Financial Advisory, Portfolio Management, Equities, Asset Managment, High Net Worth..., Wealth Management, Asset Management, Series 7, Investment Advisory, Finance, 401k, Alternative Investments, Capital Markets, ETFs, Due Diligence, Employee Benefits, Financial Analysis, Financial Modeling, Financial Planning, Financial Services, Fixed Income, Hedge Funds, Investment Strategies, Management, Mutual Funds, Private Equity, Securities, Series 63, Series 65
Education
Stanford University 1975 — 1979
BA, Economics
California State University-Los Angeles 1984 — 1987
MBA, Finance
Corona Del Mar High School 1971 — 1975
Keith Brosh Keith Brosh's UBS Experience June 2012 - September 2012
Job HCM Account Executive
Industry Computer Software
Experience
Oracle July 2013 - Present
Oracle June 2014 - November 2014
UBS June 2012 - September 2012
Agoura Animal Clinic June 2009 - September 2009
Skills
Sales, Customer Service, Leadership, Social Media, Event Planning, Public Speaking, PowerPoint, Social Networking, Microsoft Excel, Salesforce.com, Microsoft Office, Highly personable, Microsoft Word, Finance, Facebook, Management
Education
Cal Poly San Luis Obispo
Bachelor of Science (BS), Business Administration, Finance
University of Virginia
International/Global Studies
Oracle July 2013 - Present
Oracle June 2014 - November 2014
UBS June 2012 - September 2012
Agoura Animal Clinic June 2009 - September 2009
Skills
Sales, Customer Service, Leadership, Social Media, Event Planning, Public Speaking, PowerPoint, Social Networking, Microsoft Excel, Salesforce.com, Microsoft Office, Highly personable, Microsoft Word, Finance, Facebook, Management
Education
Cal Poly San Luis Obispo
Bachelor of Science (BS), Business Administration, Finance
University of Virginia
International/Global Studies
Christopher Sciarra Christopher Sciarra's UBS Experience May 2005 - September 2007
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2007 - Present
UBS May 2005 - September 2007
Skills
Financial Guidance, Wealth Management, Retirement Planning, Investment Strategies, Insurance
Education
California State University-Long Beach 1995 — 2000
Political Science and Government
Wells Fargo Advisors September 2007 - Present
UBS May 2005 - September 2007
Skills
Financial Guidance, Wealth Management, Retirement Planning, Investment Strategies, Insurance
Education
California State University-Long Beach 1995 — 2000
Political Science and Government
Matthew DeWeese CFP® Matthew DeWeese CFP®'s UBS Experience February 1997 - June 2003
Job "Advisor For Life" to successful families
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC June 2003 - Present
UBS February 1997 - June 2003
Merrill Lynch March 1990 - February 1997
Skills
Investments, Mutual Funds, Alternative Investments, Strategic Financial..., Financial Advisory, Securities, Retirement, Finance, Management, Series 7, Customer Acquisition, Fixed Annuities, Retirement Income..., Estate and Legacy..., Extensive knowledge of..., Wealth Management, Retirement Planning, Asset Allocation, Estate Planning, Asset Management, Series 63
Education
California State University-Long Beach 1975 — 1978
Bachelor of Science in Business Administration, Management
University of California, Irvine 1972 — 1974
Humanities
Raymond James Financial Services, Inc. Member FINRA/SIPC June 2003 - Present
UBS February 1997 - June 2003
Merrill Lynch March 1990 - February 1997
Skills
Investments, Mutual Funds, Alternative Investments, Strategic Financial..., Financial Advisory, Securities, Retirement, Finance, Management, Series 7, Customer Acquisition, Fixed Annuities, Retirement Income..., Estate and Legacy..., Extensive knowledge of..., Wealth Management, Retirement Planning, Asset Allocation, Estate Planning, Asset Management, Series 63
Education
California State University-Long Beach 1975 — 1978
Bachelor of Science in Business Administration, Management
University of California, Irvine 1972 — 1974
Humanities
Jerry Fields, CRPC Jerry Fields, CRPC's UBS Experience December 1996 - Present
Job Financial Advisor, Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS December 1996 - Present
Hilti September 1989 - December 1996
Education
California State Polytechnic University-Pomona
BS, Business Administration - Marketing Management
University of California, Riverside
Certificate, Personal Financial Planning
UBS December 1996 - Present
Hilti September 1989 - December 1996
Education
California State Polytechnic University-Pomona
BS, Business Administration - Marketing Management
University of California, Riverside
Certificate, Personal Financial Planning
Jasmin Booker Jasmin Booker's UBS Experience May 2011 - July 2011
Job Retail Channel Training Manager at MarketStar
Industry Public Relations and Communications
Experience
Los Angeles Clippers August 2013 - Present
MarketStar April 2015 - Present
MarketStar June 2013 - April 2015
Los Angeles Clippers June 2012 - 2014
T-Mobile May 2009 - April 2013
Los Angeles Clippers September 2011 - 2013
UBS May 2011 - July 2011
Make-A-Wish Foundation April 2011 - May 2011
Fullerton University Village May 2008 - May 2010
Skills
Customer Service, Social Networking, Facebook, Social Media, Event Management, Training, Event Planning, Sales, Social Media Marketing, Marketing, Microsoft Office, Nonprofits, Leadership, Sports Marketing, Sports, Public Relations, Public Speaking, Microsoft Word, Sponsorship, Customer Satisfaction, PowerPoint, Sports Management, Team Leadership, Administrative..., Budgets, Data Entry, Management, Coordination, Account Management, Vendor Management, Office Administration, Apple OS, Windows, Microsoft Exchange, Android, Mac OS, Time Management, Community Development, Advertising, Teamwork, Sales Management, Outlook, Community Outreach, Market Research, Microsoft Excel, Google Docs, Research, Merchandising
Education
California State University-Fullerton 2007 — 2011
Bachelors of Arts, Communications; Public Relations
Los Angeles Clippers August 2013 - Present
MarketStar April 2015 - Present
MarketStar June 2013 - April 2015
Los Angeles Clippers June 2012 - 2014
T-Mobile May 2009 - April 2013
Los Angeles Clippers September 2011 - 2013
UBS May 2011 - July 2011
Make-A-Wish Foundation April 2011 - May 2011
Fullerton University Village May 2008 - May 2010
Skills
Customer Service, Social Networking, Facebook, Social Media, Event Management, Training, Event Planning, Sales, Social Media Marketing, Marketing, Microsoft Office, Nonprofits, Leadership, Sports Marketing, Sports, Public Relations, Public Speaking, Microsoft Word, Sponsorship, Customer Satisfaction, PowerPoint, Sports Management, Team Leadership, Administrative..., Budgets, Data Entry, Management, Coordination, Account Management, Vendor Management, Office Administration, Apple OS, Windows, Microsoft Exchange, Android, Mac OS, Time Management, Community Development, Advertising, Teamwork, Sales Management, Outlook, Community Outreach, Market Research, Microsoft Excel, Google Docs, Research, Merchandising
Education
California State University-Fullerton 2007 — 2011
Bachelors of Arts, Communications; Public Relations
Scott Dahlberg Scott Dahlberg's UBS Experience April 1997 - October 2002
Job Managing Director at Legacy Capital Management LLC
Industry Investment Management
Experience
Legacy Capital Management LLC December 2008 - Present
Wells Fargo Advisors October 2002 - December 2008
UBS April 1997 - October 2002
Dean Witter June 1993 - April 1997
Skills
Investments, Retirement Planning, Retirement Plan..., Certified Divorce..., Qualified Mediator, Securities, Financial Services, Retirement, Finance, Insurance, Disability Insurance, Asset Management, Portfolio Management, Wealth Management, Alternative Investments
Education
California State University-Los Angeles 1980 — 1984
Sociology
Legacy Capital Management LLC December 2008 - Present
Wells Fargo Advisors October 2002 - December 2008
UBS April 1997 - October 2002
Dean Witter June 1993 - April 1997
Skills
Investments, Retirement Planning, Retirement Plan..., Certified Divorce..., Qualified Mediator, Securities, Financial Services, Retirement, Finance, Insurance, Disability Insurance, Asset Management, Portfolio Management, Wealth Management, Alternative Investments
Education
California State University-Los Angeles 1980 — 1984
Sociology
Daniel Carmo Daniel Carmo's UBS Experience July 2000 - July 2005
Job Financial Advisor/Vice President Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2009 - Present
Wachovia, A Wells Fargo Company July 2005 - July 2009
UBS July 2000 - July 2005
Education
California State University-Fullerton
BA, Accounting
Ameriprise Financial July 2009 - Present
Wachovia, A Wells Fargo Company July 2005 - July 2009
UBS July 2000 - July 2005
Education
California State University-Fullerton
BA, Accounting
Anthony Cafarchia Anthony Cafarchia's UBS Experience March 2011 - September 2011
Job Client Service Associate at Lombardia Capital Partners
Industry Financial Services
Experience
Lombardia Capital Partners December 2013 - Present
300 North Capital, LLC May 2013 - December 2013
UBS March 2011 - September 2011
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Corporate Finance, Managerial Finance, Arbitrage, Microsoft Excel, Microsoft Word, Outlook, Portfolio Management, Securities, Risk Management, Mutual Funds
Education
California State Polytechnic University-Pomona 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Loyola High School 2004 — 2008
Lombardia Capital Partners December 2013 - Present
300 North Capital, LLC May 2013 - December 2013
UBS March 2011 - September 2011
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Corporate Finance, Managerial Finance, Arbitrage, Microsoft Excel, Microsoft Word, Outlook, Portfolio Management, Securities, Risk Management, Mutual Funds
Education
California State Polytechnic University-Pomona 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Loyola High School 2004 — 2008
James Melton James Melton's UBS Experience September 2006 - November 2012
Job Business Analyst at AIG
Industry Information Technology and Services
Experience
AIG March 2013 - Present
UBS September 2006 - November 2012
Citibank October 2003 - September 2006
Citibank July 2002 - October 2003
Skills
TLM, Business Analysis, Investment Banking, Requirements Analysis, User Acceptance Testing, Derivatives, Equities, Risk Management, Fixed Income, Middle Office, Banking, SWIFT payments, Production Support, Credit Derivatives, Back Office, Account Reconciliation, Settlement, Requirements Gathering
Education
Canisius College 1998 — 2000
Master of Business Administration (MBA), Management Information Systems, General
SUNY at Buffalo 1994 — 1996
Bachelor of Science (BS), Finance, General
AIG March 2013 - Present
UBS September 2006 - November 2012
Citibank October 2003 - September 2006
Citibank July 2002 - October 2003
Skills
TLM, Business Analysis, Investment Banking, Requirements Analysis, User Acceptance Testing, Derivatives, Equities, Risk Management, Fixed Income, Middle Office, Banking, SWIFT payments, Production Support, Credit Derivatives, Back Office, Account Reconciliation, Settlement, Requirements Gathering
Education
Canisius College 1998 — 2000
Master of Business Administration (MBA), Management Information Systems, General
SUNY at Buffalo 1994 — 1996
Bachelor of Science (BS), Finance, General
Maurice Storch Maurice Storch's UBS Experience May 2003 - March 2009
Job Managing Director at J.P. Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities March 2009 - Present
UBS May 2003 - March 2009
Education
California State University-Chico 1989 — 1994
JP Morgan Securities March 2009 - Present
UBS May 2003 - March 2009
Education
California State University-Chico 1989 — 1994
Conrad Padilla's UBS Experience March 2001 - March 2007
Job Husband, Dad, Author, Consulting and Strategy Network Marketing
Industry Higher Education
Experience
Jeunesse Global April 2015 - Present
CEO CROWNE COMPANIES June 2007 - Present
Crowne Companies, Inc. June 2007 - Present
MonaVie June 2007 - April 2015
MYNT January 2014 - March 2015
UBS March 2001 - March 2007
Morgan Stanley January 1995 - February 2001
Skills
Small Business, Start-ups, Marketing Strategy, Online Marketing, Sales, Business Planning, Lead Generation, Business Strategy, Management, Advertising, Investments, Online Advertising, Sales Management, Event Management, Public Relations, Market Research, Project Management, Teaching, E-commerce, SEO, Fitness, Nutrition
Education
Cal State Fullerton 1989 — 1993
Bachelor's degree, Economics
Jeunesse Global April 2015 - Present
CEO CROWNE COMPANIES June 2007 - Present
Crowne Companies, Inc. June 2007 - Present
MonaVie June 2007 - April 2015
MYNT January 2014 - March 2015
UBS March 2001 - March 2007
Morgan Stanley January 1995 - February 2001
Skills
Small Business, Start-ups, Marketing Strategy, Online Marketing, Sales, Business Planning, Lead Generation, Business Strategy, Management, Advertising, Investments, Online Advertising, Sales Management, Event Management, Public Relations, Market Research, Project Management, Teaching, E-commerce, SEO, Fitness, Nutrition
Education
Cal State Fullerton 1989 — 1993
Bachelor's degree, Economics
Sara Pate's UBS Experience April 2014 - October 2014
Job Project Assistant at New Teacher Center
Industry Public Relations and Communications
Experience
New Teacher Center November 2014 - Present
UBS April 2014 - October 2014
San Jose State University January 2014 - May 2014
Care.com June 2003 - December 2013
Aquarius June 2009 - September 2009
Y.E.S. (Youth Equipped to Serve) August 2009 - August 2009
Hilton Hotel June 2008 - November 2008
Monet Salon and Spa February 2007 - July 2007
Santa Cruz Beach Clean Up May 2005 - May 2005
Skills
Excellent..., Exceptional attention..., Ability to work..., Collaborative,..., Proficient in..., Skilled in applying a..., Exemplary leadership..., Dependable Team Player, Creative Problem Solving, Organized Multi-tasker, Patience, Friendly Personality, Volunteering, Social Media, Microsoft Word, Writing, Creative Writing, Tutoring, Youth Mentoring, PowerPoint, Fitness, Food & Beverage, Customer Service, Volunteer Management, Nonprofits, Microsoft Office, Microsoft Excel, Mac, Facebook, Problem Solving, Public Speaking
Education
San Jose State University
Bachelor's Degree, Communication, General
Cabrillo College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
New Teacher Center November 2014 - Present
UBS April 2014 - October 2014
San Jose State University January 2014 - May 2014
Care.com June 2003 - December 2013
Aquarius June 2009 - September 2009
Y.E.S. (Youth Equipped to Serve) August 2009 - August 2009
Hilton Hotel June 2008 - November 2008
Monet Salon and Spa February 2007 - July 2007
Santa Cruz Beach Clean Up May 2005 - May 2005
Skills
Excellent..., Exceptional attention..., Ability to work..., Collaborative,..., Proficient in..., Skilled in applying a..., Exemplary leadership..., Dependable Team Player, Creative Problem Solving, Organized Multi-tasker, Patience, Friendly Personality, Volunteering, Social Media, Microsoft Word, Writing, Creative Writing, Tutoring, Youth Mentoring, PowerPoint, Fitness, Food & Beverage, Customer Service, Volunteer Management, Nonprofits, Microsoft Office, Microsoft Excel, Mac, Facebook, Problem Solving, Public Speaking
Education
San Jose State University
Bachelor's Degree, Communication, General
Cabrillo College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Anna Langella-Stanin Anna Langella-Stanin's UBS Experience January 2008 - April 2009
Job Owner Sudsy Buggy a Stroller & Car Seat Detailing Spa, LLC. Founder & CEO Mammapreneur Consulting Group
Industry Consumer Services
Experience
Sudsy Buggy a Stroller & Car Seat Spa, LLC 2014 - Present
Mammapreneur Consulting Group 2014 - Present
E*TRADE Financial 2012 - 2014
E*TRADE Financial February 2011 - August 2012
UBS January 2008 - April 2009
National Financial/Fidelity May 2003 - December 2008
Correspondence Services Corp, a division of PaineWebber January 2002 - May 2003
Paine Webber September 1999 - January 2002
DLJ December 1998 - April 1999
Prudential Financial April 1998 - December 1998
Skills
Business Analysis, Process Improvement, Project Management, Order Management, Management, Operational Efficiency, Risk Management, Leadership, Securities, Fixed Income, Series 7, Series 63, Equities, Series 24, Financial Services, Vendor Management, Trading, Investments, Mutual Funds, Salesforce.com..., Sales Management, Customer Interaction..., User Experience, Six Sigma, Front to Back Office, Options, Software Documentation, Relationship Management, Product Marketing, Product Management, Trading Systems, Requirements Analysis, FINRA, Electronic Trading, Entrepreneurship
Education
Caldwell College 1993 — 1998
Bachelor of Science (BS), Business Administration
Sudsy Buggy a Stroller & Car Seat Spa, LLC 2014 - Present
Mammapreneur Consulting Group 2014 - Present
E*TRADE Financial 2012 - 2014
E*TRADE Financial February 2011 - August 2012
UBS January 2008 - April 2009
National Financial/Fidelity May 2003 - December 2008
Correspondence Services Corp, a division of PaineWebber January 2002 - May 2003
Paine Webber September 1999 - January 2002
DLJ December 1998 - April 1999
Prudential Financial April 1998 - December 1998
Skills
Business Analysis, Process Improvement, Project Management, Order Management, Management, Operational Efficiency, Risk Management, Leadership, Securities, Fixed Income, Series 7, Series 63, Equities, Series 24, Financial Services, Vendor Management, Trading, Investments, Mutual Funds, Salesforce.com..., Sales Management, Customer Interaction..., User Experience, Six Sigma, Front to Back Office, Options, Software Documentation, Relationship Management, Product Marketing, Product Management, Trading Systems, Requirements Analysis, FINRA, Electronic Trading, Entrepreneurship
Education
Caldwell College 1993 — 1998
Bachelor of Science (BS), Business Administration
Darren Mullen's UBS Experience September 2012 - December 2013
Job Technical Recruiter at Randstad Technologies US
Industry Information Technology and Services
Experience
Randstad Technologies US August 2014 - Present
UBS September 2012 - December 2013
Skills
Interviews, Sourcing, Recruiting, Screening, Human Resources, Customer Service, Talent Management, Permanent Placement, Talent Acquisition, Temporary Placement, Microsoft Excel, Temporary Staffing
Education
Saint Mary's College of California 2011 — 2013
Bachelor of Arts (B.A.), Business Administration and Economics
California State University-Northridge 2008 — 2010
Randstad Technologies US August 2014 - Present
UBS September 2012 - December 2013
Skills
Interviews, Sourcing, Recruiting, Screening, Human Resources, Customer Service, Talent Management, Permanent Placement, Talent Acquisition, Temporary Placement, Microsoft Excel, Temporary Staffing
Education
Saint Mary's College of California 2011 — 2013
Bachelor of Arts (B.A.), Business Administration and Economics
California State University-Northridge 2008 — 2010
Brian Baughman Brian Baughman's UBS Experience January 2007 - March 2009
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2009 - Present
UBS January 2007 - March 2009
Martin County School District August 2000 - January 2007
Education
California University of Pennsylvania 2005 — 2007
Master's degree, Sports and Business Management
Saint Vincent College 1991 — 1995
Bachelor of Arts (B.A.), History
Edward Jones July 2009 - Present
UBS January 2007 - March 2009
Martin County School District August 2000 - January 2007
Education
California University of Pennsylvania 2005 — 2007
Master's degree, Sports and Business Management
Saint Vincent College 1991 — 1995
Bachelor of Arts (B.A.), History
Krisztina Szabo Krisztina Szabo's UBS Experience July 2011 - October 2011
Job Deputy Team Leader at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions July 2013 - Present
Cognizant Technology Solutions January 2012 - Present
Cognizant Technology Solutions July 2011 - December 2011
UBS July 2011 - October 2011
Unisys March 2009 - July 2011
Skills
Customer Service, Customer Focus, Windows 7, AutoCAD, Troubleshooting, Microsoft Office, ITIL, CSAT, SLA, Clarity FSR, Outsourcing, Windows, VPN, Help Desk Support, Networking, Service Desk, Software Installation, Team Leadership, Performance Management, Management
Education
Szent István Egyetem 2012 — 2014
Master's Degree, Economist in International Economy and Business
Szent István Egyetem 2010 — 2012
Bachelor's Degree, Economics and Management
Università Ca' Foscari di Venezia 2005 — 2008
Bachelor of science, Italian, English and Spanish Linguistics
ENAIP 2004 — 2005
professional certificates, Technical interior designer, Professional Certificates
Cognizant Technology Solutions July 2013 - Present
Cognizant Technology Solutions January 2012 - Present
Cognizant Technology Solutions July 2011 - December 2011
UBS July 2011 - October 2011
Unisys March 2009 - July 2011
Skills
Customer Service, Customer Focus, Windows 7, AutoCAD, Troubleshooting, Microsoft Office, ITIL, CSAT, SLA, Clarity FSR, Outsourcing, Windows, VPN, Help Desk Support, Networking, Service Desk, Software Installation, Team Leadership, Performance Management, Management
Education
Szent István Egyetem 2012 — 2014
Master's Degree, Economist in International Economy and Business
Szent István Egyetem 2010 — 2012
Bachelor's Degree, Economics and Management
Università Ca' Foscari di Venezia 2005 — 2008
Bachelor of science, Italian, English and Spanish Linguistics
ENAIP 2004 — 2005
professional certificates, Technical interior designer, Professional Certificates
Emma(Wen) Zhang Emma(Wen) Zhang's UBS Experience October 2012 - January 2013
Job Analyst at Mitsui & Co., Ltd.
Industry Financial Services
Experience
Mitsui & Co., Ltd. July 2013 - Present
New York University September 2012 - May 2013
UBS October 2012 - January 2013
Buro Happold July 2012 - October 2012
AXA Advisors April 2012 - July 2012
New York University February 2012 - May 2012
Skills
Financial Modeling, Bloomberg Terminal, VBA, Bloomberg, Matlab, Financial Analysis, Valuation, Data Analysis, Economics, Fixed Income, Microsoft Excel, Mandarin, Quantitative Finance, R, Quantitative Analytics, Statistics, Stata, SAS
Education
New York University 2011 — 2013
MS, Financial Engineering
California State University-Chico 2010 — 2011
MBA, Management Information Systems, General
Huazhong University of Science and Technology 2006 — 2010
BS, Financial Engineering
Mitsui & Co., Ltd. July 2013 - Present
New York University September 2012 - May 2013
UBS October 2012 - January 2013
Buro Happold July 2012 - October 2012
AXA Advisors April 2012 - July 2012
New York University February 2012 - May 2012
Skills
Financial Modeling, Bloomberg Terminal, VBA, Bloomberg, Matlab, Financial Analysis, Valuation, Data Analysis, Economics, Fixed Income, Microsoft Excel, Mandarin, Quantitative Finance, R, Quantitative Analytics, Statistics, Stata, SAS
Education
New York University 2011 — 2013
MS, Financial Engineering
California State University-Chico 2010 — 2011
MBA, Management Information Systems, General
Huazhong University of Science and Technology 2006 — 2010
BS, Financial Engineering
Chris Dominguez Chris Dominguez's UBS Experience August 2004 - December 2008
Job TSA at US Department of Homeland Security
Industry Security and Investigations
Experience
US Department of Homeland Security February 2015 - Present
Robert Rollins Pictures 2004 - Present
Huntington Beach Chrysler Dodge Jeep Ram February 2014 - February 2015
Orange Coast Chrysler Jeep Dodge Ram April 2013 - February 2014
OC Fiat 2012 - March 2013
Orange Coast Chrysler Jeep Dodge April 2011 - November 2012
Independent Capital Management May 2010 - March 2011
UBS August 2004 - December 2008
Skills
Insurance, Securities, Retirement Planning, Mutual Funds, Word, Paralegal, Legal Research, Product Specialist, Microsoft Word, Sales, Strategic Financial..., Strategic Planning, New Business Development, Management, Microsoft Excel, Customer Service, Business Development, Financial Planning
Education
California State University-San Marcos 1997 — 1999
B.S., Business Administration
Golden West College 1993 — 1996
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
US Department of Homeland Security February 2015 - Present
Robert Rollins Pictures 2004 - Present
Huntington Beach Chrysler Dodge Jeep Ram February 2014 - February 2015
Orange Coast Chrysler Jeep Dodge Ram April 2013 - February 2014
OC Fiat 2012 - March 2013
Orange Coast Chrysler Jeep Dodge April 2011 - November 2012
Independent Capital Management May 2010 - March 2011
UBS August 2004 - December 2008
Skills
Insurance, Securities, Retirement Planning, Mutual Funds, Word, Paralegal, Legal Research, Product Specialist, Microsoft Word, Sales, Strategic Financial..., Strategic Planning, New Business Development, Management, Microsoft Excel, Customer Service, Business Development, Financial Planning
Education
California State University-San Marcos 1997 — 1999
B.S., Business Administration
Golden West College 1993 — 1996
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Michael Tsao Michael Tsao's UBS Experience January 2006 - December 2006
Job Wedding and Event Photographer
Industry Photography
Experience
Self-employed January 2010 - Present
Transcendental Media January 2008 - December 2009
Ogilvy & Mather January 2007 - December 2007
UBS January 2006 - December 2006
Skills
Photography, Photojournalism, Wedding Photography, Weddings, Art, Documentaries, Producing, Candid Photography, Directing, Software Documentation, Event Photography, Portrait Photography, Digital Photography, Portraits, Commercial Photography, Lightroom, Headshots, Fine Art Photography, Image Editing
Education
Maine Media Workshops 2008 — 2008
Documentary Film
New York Film Academy 2008 — 2008
Cal State Fullerton 2001 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
Self-employed January 2010 - Present
Transcendental Media January 2008 - December 2009
Ogilvy & Mather January 2007 - December 2007
UBS January 2006 - December 2006
Skills
Photography, Photojournalism, Wedding Photography, Weddings, Art, Documentaries, Producing, Candid Photography, Directing, Software Documentation, Event Photography, Portrait Photography, Digital Photography, Portraits, Commercial Photography, Lightroom, Headshots, Fine Art Photography, Image Editing
Education
Maine Media Workshops 2008 — 2008
Documentary Film
New York Film Academy 2008 — 2008
Cal State Fullerton 2001 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
Alan Larsen Alan Larsen's UBS Experience November 2002 - August 2012
Job Wells Fargo Advisors Finet, Branch Manager. CoFounder/Foundation Wealth Mgnt
Industry Financial Services
Experience
Foundation Wealth Management/Wells Fargo Advisors Finet August 2012 - Present
Wells Fargo Advisors Finet August 2012 - Present
UBS November 2002 - August 2012
Morgan Stanley August 1982 - November 2002
Skills
Wealth Accumulation..., Administrative..., Administrative Work, Wealth Management, Small Business, Investment Advisory, Financial Services, Finance, Estate Investment..., Retirement Planning, Investments, Financial Advisory, Mortgage Lending, Strategic Financial..., Financial Analysis, Leadership, Employee Benefits, Financial Planners, Risk Management, Retirement, Securities, Series 7, Series 63, Public Speaking, Mutual Funds, Wealth Management..., Estate Planning, Financial Planning
Education
Loma Linda University 1964 — 1968
Bachelor's degree, History
University of Maryland College Park 1970 — 1971
International Studies
California State University-Bakersfield 1985 — 1986
Business Administration and Management, General
Foundation Wealth Management/Wells Fargo Advisors Finet August 2012 - Present
Wells Fargo Advisors Finet August 2012 - Present
UBS November 2002 - August 2012
Morgan Stanley August 1982 - November 2002
Skills
Wealth Accumulation..., Administrative..., Administrative Work, Wealth Management, Small Business, Investment Advisory, Financial Services, Finance, Estate Investment..., Retirement Planning, Investments, Financial Advisory, Mortgage Lending, Strategic Financial..., Financial Analysis, Leadership, Employee Benefits, Financial Planners, Risk Management, Retirement, Securities, Series 7, Series 63, Public Speaking, Mutual Funds, Wealth Management..., Estate Planning, Financial Planning
Education
Loma Linda University 1964 — 1968
Bachelor's degree, History
University of Maryland College Park 1970 — 1971
International Studies
California State University-Bakersfield 1985 — 1986
Business Administration and Management, General
Aaron Donley Aaron Donley's UBS Experience June 2010 - August 2010
Job Manager at PennyMac
Industry Financial Services
Experience
PennyMac August 2011 - Present
UBS June 2010 - August 2010
AT&T June 2008 - September 2008
Skills
Financial Modeling, Data Analysis, Fixed Income, Corporate Finance, Portfolio Management, Valuation, VBA, Credit
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2009 — 2011
Masters, Financial Engineering
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science (B.S.), Mathematics
PennyMac August 2011 - Present
UBS June 2010 - August 2010
AT&T June 2008 - September 2008
Skills
Financial Modeling, Data Analysis, Fixed Income, Corporate Finance, Portfolio Management, Valuation, VBA, Credit
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2009 — 2011
Masters, Financial Engineering
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science (B.S.), Mathematics
Stacey Sandoval's UBS Experience August 2013 - August 2014
Job Marketing Intern at Orange County Transportation Authority
Industry Market Research
Experience
Orange County Transportation Authority December 2014 - Present
Orange County Register July 2014 - December 2014
UBS August 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Communication, Skilled Multi-tasker, Spanish Translation, Spanish Speaker, Customer Service, Marketing, PowerPoint, Public Speaking
Education
California State University-Fullerton 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Orange County Transportation Authority December 2014 - Present
Orange County Register July 2014 - December 2014
UBS August 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Communication, Skilled Multi-tasker, Spanish Translation, Spanish Speaker, Customer Service, Marketing, PowerPoint, Public Speaking
Education
California State University-Fullerton 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Chris Criswell Chris Criswell's UBS Experience 1985 - 1998
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2013 - Present
Criswell Financial Associates 2011 - 2012
Mizuho Corporate Bank February 2007 - May 2011
Mizuho Securities USA Inc. 2007 - May 2011
BNP Paribas September 2000 - February 2006
Fleet Bank 1998 - 1999
UBS 1985 - 1998
Wells Fargo Bank 1978 - 1985
Skills
Risk Management, Investment Strategies, Retirement Planning, Wealth Management, Long-Term Care..., Tax-Efficient Strategies, Estate Planning..., Business Succession..., Employee Benefits..., Disability Risk..., College Savings Planning
Education
Golden Gate University 1980 — 1984
Finance
California State University-East Bay 1971 — 1975
B.A. with Honors, Political Science, Asian Studies
Mt. Eden H.S.
AXA Advisors January 2013 - Present
Criswell Financial Associates 2011 - 2012
Mizuho Corporate Bank February 2007 - May 2011
Mizuho Securities USA Inc. 2007 - May 2011
BNP Paribas September 2000 - February 2006
Fleet Bank 1998 - 1999
UBS 1985 - 1998
Wells Fargo Bank 1978 - 1985
Skills
Risk Management, Investment Strategies, Retirement Planning, Wealth Management, Long-Term Care..., Tax-Efficient Strategies, Estate Planning..., Business Succession..., Employee Benefits..., Disability Risk..., College Savings Planning
Education
Golden Gate University 1980 — 1984
Finance
California State University-East Bay 1971 — 1975
B.A. with Honors, Political Science, Asian Studies
Mt. Eden H.S.
Jacob Norlock's UBS Experience June 2011 - October 2012
Job Integrated Marketing Specialist at Crescendo Interactive, Inc.
Industry Financial Services
Experience
Crescendo Interactive, Inc. October 2012 - Present
UBS June 2011 - October 2012
California Lutheran University September 2008 - August 2011
Michael Epstein Sports Productions, Inc. January 2011 - April 2011
Skills
Marketing, Social Media, Social Media Marketing, Event Planning, Marketing Communications, Facebook, Fundraising, Customer Service, Email Marketing, Event Management, Community Outreach, Social Networking, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Sales Management, Sales & Marketing..., Management
Education
California Lutheran University 2008 — 2012
Bachelor of Arts (B.A.), Marketing Communications
Atascadero High School 2004 — 2008
Diploma
Crescendo Interactive, Inc. October 2012 - Present
UBS June 2011 - October 2012
California Lutheran University September 2008 - August 2011
Michael Epstein Sports Productions, Inc. January 2011 - April 2011
Skills
Marketing, Social Media, Social Media Marketing, Event Planning, Marketing Communications, Facebook, Fundraising, Customer Service, Email Marketing, Event Management, Community Outreach, Social Networking, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Sales Management, Sales & Marketing..., Management
Education
California Lutheran University 2008 — 2012
Bachelor of Arts (B.A.), Marketing Communications
Atascadero High School 2004 — 2008
Diploma
Laura Samuelson Laura Samuelson's UBS Experience July 2013 - Present
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS July 2013 - Present
IBM Corporation January 1990 - June 1997
Skills
Series 7, Series 66
Education
California State University-Sacramento
Bachelor of Science (B.S.), Business Administration
College of Financial Planning 2012 — 2013
CFP Program
UBS July 2013 - Present
IBM Corporation January 1990 - June 1997
Skills
Series 7, Series 66
Education
California State University-Sacramento
Bachelor of Science (B.S.), Business Administration
College of Financial Planning 2012 — 2013
CFP Program
Konil Lee Konil Lee's UBS Experience December 2010 - May 2011
Job Underwriter Excess Casualty at Endurance
Industry Insurance
Experience
Endurance May 2013 - Present
Starr Companies August 2011 - May 2013
UBS December 2010 - May 2011
University of Southern California November 2009 - May 2011
Skills
Underwriting, Reinsurance, Property & Casualty..., Excess & Surplus Lines, Online Marketing, Risk Assessment, Wealth Management, Strategic Financial..., Company Valuation, Operations Management, Insurance
Education
USC Marshall School of Business 2009 — 2011
Bachelor of Science (B.S.), Finance and Marketing
California State University-Fresno 2007 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Endurance May 2013 - Present
Starr Companies August 2011 - May 2013
UBS December 2010 - May 2011
University of Southern California November 2009 - May 2011
Skills
Underwriting, Reinsurance, Property & Casualty..., Excess & Surplus Lines, Online Marketing, Risk Assessment, Wealth Management, Strategic Financial..., Company Valuation, Operations Management, Insurance
Education
USC Marshall School of Business 2009 — 2011
Bachelor of Science (B.S.), Finance and Marketing
California State University-Fresno 2007 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Liv Arias Liv Arias's UBS Experience April 2015 - Present
Job Sr. Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS April 2015 - Present
UBS January 2014 - April 2015
UBS August 2013 - December 2013
UBS September 2011 - August 2013
UBS September 2006 - August 2011
Smith Barney Citigroup September 2000 - September 2006
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business Administration
UBS April 2015 - Present
UBS January 2014 - April 2015
UBS August 2013 - December 2013
UBS September 2011 - August 2013
UBS September 2006 - August 2011
Smith Barney Citigroup September 2000 - September 2006
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business Administration
akis eracleous akis eracleous's UBS Experience March 2000 - December 2009
Job Financial Advisor at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation December 2009 - Present
UBS March 2000 - December 2009
Wachovia Securities Financial Network January 1994 - March 2000
Skills
Retirement Planning, Retirement Income..., Financial Planning, Wealth Management, Series 7, series 63, CA Insurance License
Education
Cal State San Bernardino 1991 — 1993
Master of Business Administration (MBA), Finance, General
San Diego State University-California State University 1986 — 1990
Bachelor of Science (BS), Marketing
National Planning Corporation December 2009 - Present
UBS March 2000 - December 2009
Wachovia Securities Financial Network January 1994 - March 2000
Skills
Retirement Planning, Retirement Income..., Financial Planning, Wealth Management, Series 7, series 63, CA Insurance License
Education
Cal State San Bernardino 1991 — 1993
Master of Business Administration (MBA), Finance, General
San Diego State University-California State University 1986 — 1990
Bachelor of Science (BS), Marketing
Byron Ellis Byron Ellis's UBS Experience January 2003 - August 2003
Job Branch Sales Manager at Chase
Industry Financial Services
Experience
Chase December 2009 - Present
Wells Fargo May 2008 - December 2009
Wells Fargo July 2004 - May 2008
UBS January 2003 - August 2003
Skills
Account Management, Financial Services, Team Management, Sales Management, Salesforce.com, Relationship Management, Marketing Strategy, Business Analysis, Financial Analysis, Credit, Retail Banking, Sales, CRM, Business Development, Banking, Loans, Mortgage Lending, Customer Service, Commercial Lending, Consumer Lending, Finance
Education
California State University-Fullerton
Bachelor of Business Administration (BBA), Marketing
University of La Verne
Master of Business Administration (MBA), Finance, General
Chase December 2009 - Present
Wells Fargo May 2008 - December 2009
Wells Fargo July 2004 - May 2008
UBS January 2003 - August 2003
Skills
Account Management, Financial Services, Team Management, Sales Management, Salesforce.com, Relationship Management, Marketing Strategy, Business Analysis, Financial Analysis, Credit, Retail Banking, Sales, CRM, Business Development, Banking, Loans, Mortgage Lending, Customer Service, Commercial Lending, Consumer Lending, Finance
Education
California State University-Fullerton
Bachelor of Business Administration (BBA), Marketing
University of La Verne
Master of Business Administration (MBA), Finance, General
Joanna Aiken's UBS Experience January 1996 - May 2001
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones August 2014 - Present
Citi May 2001 - August 2013
UBS January 1996 - May 2001
Prudential Securities April 1994 - December 1995
Skills
Series 7, Series 55,..., REIT Trading, Equity Trading, Preferred Stock Trading, Master Limited..., Electronic Trading, Spread Trading, Distribution of Timely..., Client Relations Skills, Client Service Oriented, Dependable Team Player, Collaborative Problem..., Strategic Communications, Pitching Ideas, Series 7, Due Diligence, Market Analysis, Financial Analysis, Analysis of property, Short Sales, Daily Summary, Series 63, Investments, Equities, Finance, Asset Management, Securities
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
Bachelor of Arts (BA), History
Edward Jones August 2014 - Present
Citi May 2001 - August 2013
UBS January 1996 - May 2001
Prudential Securities April 1994 - December 1995
Skills
Series 7, Series 55,..., REIT Trading, Equity Trading, Preferred Stock Trading, Master Limited..., Electronic Trading, Spread Trading, Distribution of Timely..., Client Relations Skills, Client Service Oriented, Dependable Team Player, Collaborative Problem..., Strategic Communications, Pitching Ideas, Series 7, Due Diligence, Market Analysis, Financial Analysis, Analysis of property, Short Sales, Daily Summary, Series 63, Investments, Equities, Finance, Asset Management, Securities
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
Bachelor of Arts (BA), History
Michelle Gruber's UBS Experience October 2000 - August 2009
Job CFP, CRPC, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2009 - Present
UBS October 2000 - August 2009
ARCS Commercial Mortgage August 1997 - November 1999
Skills
Portfolio Management, Investments, Asset Allocation, Finance, Wealth
Education
California State University-Northridge 1994 — 1997
Bachelors, Finance
Florida State University
Merrill Lynch August 2009 - Present
UBS October 2000 - August 2009
ARCS Commercial Mortgage August 1997 - November 1999
Skills
Portfolio Management, Investments, Asset Allocation, Finance, Wealth
Education
California State University-Northridge 1994 — 1997
Bachelors, Finance
Florida State University
Ileana Dominguez, CIMA, CRPC Ileana Dominguez, CIMA, CRPC's UBS Experience November 2008 - Present
Job The DominguezKartzinel Group at UBS
Industry Financial Services
Experience
UBS November 2008 - Present
Merrill Lynch January 1999 - November 2008
Bank of America 1993 - 1999
Education
California State University-Northridge 1992 — 1996
Bachelor of Science, Finance, Real Estate
Notre Dame High School 1987 — 1989
High School Diploma
UBS November 2008 - Present
Merrill Lynch January 1999 - November 2008
Bank of America 1993 - 1999
Education
California State University-Northridge 1992 — 1996
Bachelor of Science, Finance, Real Estate
Notre Dame High School 1987 — 1989
High School Diploma
Rob Navin's UBS Experience July 1995 - June 1997
Job CEO, founder, Real Time Risk Systems LLC
Industry Capital Markets
Experience
Real Time Risk Systems LLC July 2004 - Present
DKR Oasis Capital February 2002 - May 2004
Highbridge Capital Management July 1997 - January 2002
UBS July 1995 - June 1997
Education
California Institute Of Technology 1988 — 1993
PhD, MS, Theoretical Particle Physics
Royal Academy of Music, U. of London 1991 — 1991
Licentiateship (Failed), external candidate, Classical Guitar (Performance)
University of Cambridge 1987 — 1988
Part III Maths Tripos (Distinction), Theoretical Physics
University of Leeds 1984 — 1987
BSc (Hons, First Class), Physics with Astrophysics
KEGs
St. Peter's High School
Real Time Risk Systems LLC July 2004 - Present
DKR Oasis Capital February 2002 - May 2004
Highbridge Capital Management July 1997 - January 2002
UBS July 1995 - June 1997
Education
California Institute Of Technology 1988 — 1993
PhD, MS, Theoretical Particle Physics
Royal Academy of Music, U. of London 1991 — 1991
Licentiateship (Failed), external candidate, Classical Guitar (Performance)
University of Cambridge 1987 — 1988
Part III Maths Tripos (Distinction), Theoretical Physics
University of Leeds 1984 — 1987
BSc (Hons, First Class), Physics with Astrophysics
KEGs
St. Peter's High School
Tiffany Bersos Tiffany Bersos's UBS Experience August 2007 - August 2008
Job Virtual Classroom Producer at Boeing
Industry Human Resources
Experience
Boeing October 2014 - Present
University of Washington September 2013 - October 2014
Microsoft May 2009 - May 2013
UBS August 2007 - August 2008
Tower Automotive October 2006 - June 2007
Calvin College January 2005 - June 2005
Skills
Appointment Scheduling, BrassRing, Data Analysis, Employee Training, Event Planning, Microsoft Excel, Microsoft Word, Outlook, PeopleSoft, Recruiting, Process Improvement, Project Management, SharePoint, Vendor Management, User Experience, Microsoft Office, Program Management, Marketing, Budgets, Research, Market Research
Education
Calvin College 2003 — 2007
Bachelors, Psychology, Business
Boeing October 2014 - Present
University of Washington September 2013 - October 2014
Microsoft May 2009 - May 2013
UBS August 2007 - August 2008
Tower Automotive October 2006 - June 2007
Calvin College January 2005 - June 2005
Skills
Appointment Scheduling, BrassRing, Data Analysis, Employee Training, Event Planning, Microsoft Excel, Microsoft Word, Outlook, PeopleSoft, Recruiting, Process Improvement, Project Management, SharePoint, Vendor Management, User Experience, Microsoft Office, Program Management, Marketing, Budgets, Research, Market Research
Education
Calvin College 2003 — 2007
Bachelors, Psychology, Business
Eduardo Provincia's UBS Experience May 2005 - February 2007
Job Financial Services Professional Actively Looking
Industry Financial Services
Experience
Brunell Consultancy, Inc. March 2015 - Present
Planned Asset Management, LLC. March 2011 - March 2015
Envestnet, Inc. February 2007 - February 2010
UBS May 2005 - February 2007
Skills
Investments, Portfolio Management, CRM, Hedge Funds, Mutual Funds, Financial Services, Budgets, Operations Management, Management, Finance, Insurance, Asset Management, Analysis, Strategic Financial..., Investment Advisory, Asset Allocation, Trading, Financial Advisory, Financial Analysis, Financial Planning, Equities, Leadership, Strategic Planning
Education
California State University-Northridge 2001 — 2005
Business Finance, Business Administration & Finance
Brunell Consultancy, Inc. March 2015 - Present
Planned Asset Management, LLC. March 2011 - March 2015
Envestnet, Inc. February 2007 - February 2010
UBS May 2005 - February 2007
Skills
Investments, Portfolio Management, CRM, Hedge Funds, Mutual Funds, Financial Services, Budgets, Operations Management, Management, Finance, Insurance, Asset Management, Analysis, Strategic Financial..., Investment Advisory, Asset Allocation, Trading, Financial Advisory, Financial Analysis, Financial Planning, Equities, Leadership, Strategic Planning
Education
California State University-Northridge 2001 — 2005
Business Finance, Business Administration & Finance
Matthew Schafer's UBS Experience June 2000 - April 2010
Job Founding Partner at Sequoia Wealth Management Group
Industry Financial Services
Experience
Sequoia Wealth Managment Group An Indepedent Firm April 2010 - Present
UBS June 2000 - April 2010
A.G. Edwards January 1996 - May 2000
land O Lakes May 1995 - May 1996
Skills
Investments, Risk Management, Securities, Asset Allocation, Strategic Planning, Equities, Financial Analysis, Finance, Start-ups, Leadership
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
B.S., Animal Science
Sequoia Wealth Managment Group An Indepedent Firm April 2010 - Present
UBS June 2000 - April 2010
A.G. Edwards January 1996 - May 2000
land O Lakes May 1995 - May 1996
Skills
Investments, Risk Management, Securities, Asset Allocation, Strategic Planning, Equities, Financial Analysis, Finance, Start-ups, Leadership
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
B.S., Animal Science
Brent Jerolimic, CEP Brent Jerolimic, CEP's UBS Experience July 2014 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS July 2014 - Present
UBS May 2000 - Present
UBS March 2004 - Present
UBS January 2009 - Present
UBS May 2000 - March 2004
Solium Transcentive May 1999 - May 2000
Dragoco (now Symrise) 1998 - 1998
Skills
Business Analysis, Business Intelligence, Database Design, SQL, Financial Services, Equities, Analysis, Business Objects, Relational Databases, Corporate FP&A, Visual Basic, Options, Data Mining, Financial Analysis, Analytics, Cognos, Report Writing, Access, Data Analysis, Databases, Securities, Requirements Analysis, Visio, Data Manipulation, Process Improvement, Strategic Planning, Integration, Product Management, SQL Server, Program Design, Data Conversion, Excel, Customer Relations, Problem Solving, Microsoft Office, Stock, Word, Compensation, SOX, Planning, Business Intelligence..., Ad Hoc Reporting, Queries, JavaScript, High Performance Driving, CEP, equity compensation, Restricted Stock, ESOP
Education
Santa Clara University 2007 — 2008
CEP, Certified Equity Professional
Caldwell University 1996 — 2006
BS, Financial Economics
Chubb Institute 1998 — 1999
Diploma, Computer Programming
James Caldwell 1992 — 1996
UBS July 2014 - Present
UBS May 2000 - Present
UBS March 2004 - Present
UBS January 2009 - Present
UBS May 2000 - March 2004
Solium Transcentive May 1999 - May 2000
Dragoco (now Symrise) 1998 - 1998
Skills
Business Analysis, Business Intelligence, Database Design, SQL, Financial Services, Equities, Analysis, Business Objects, Relational Databases, Corporate FP&A, Visual Basic, Options, Data Mining, Financial Analysis, Analytics, Cognos, Report Writing, Access, Data Analysis, Databases, Securities, Requirements Analysis, Visio, Data Manipulation, Process Improvement, Strategic Planning, Integration, Product Management, SQL Server, Program Design, Data Conversion, Excel, Customer Relations, Problem Solving, Microsoft Office, Stock, Word, Compensation, SOX, Planning, Business Intelligence..., Ad Hoc Reporting, Queries, JavaScript, High Performance Driving, CEP, equity compensation, Restricted Stock, ESOP
Education
Santa Clara University 2007 — 2008
CEP, Certified Equity Professional
Caldwell University 1996 — 2006
BS, Financial Economics
Chubb Institute 1998 — 1999
Diploma, Computer Programming
James Caldwell 1992 — 1996
Jeff Bowman Jeff Bowman's UBS Experience June 2001 - May 2003
Job Vice President of Mortgage Lending at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate November 2013 - Present
Emery Federal Credit Union March 2011 - October 2013
www.bestjumborate.com September 2002 - March 2011
2003-2011 May 2003 - 2011
UBS June 2001 - May 2003
UBS Financial Services January 2001 - January 2003
UBS Wealth Management 2000 - 2002
Intrepid Securities January 1998 - January 2001
Wells Fargo Bank January 1996 - January 1998
Skills
Investments, Credit, Loans, Mortgage Lending, Real Estate, Management, Strategic Planning, Leadership, Marketing, Finance, Sales, Banking, Portfolio Management, Strategic Financial..., Commercial Lending, Commercial Real Estate, Strategy, Credit Analysis, Capital Markets, Mortgage Banking, Residential Mortgages, Refinance, VA loans, FHA financing, ARM, Fixed Rate Mortgages, Reverse Mortgages, Jumbo Mortgage, Harp, Customer Service, First Time Home Buyers
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1995 — 2000
BA, Economics
Cal State Fullerton
Finance within
Guaranteed Rate November 2013 - Present
Emery Federal Credit Union March 2011 - October 2013
www.bestjumborate.com September 2002 - March 2011
2003-2011 May 2003 - 2011
UBS June 2001 - May 2003
UBS Financial Services January 2001 - January 2003
UBS Wealth Management 2000 - 2002
Intrepid Securities January 1998 - January 2001
Wells Fargo Bank January 1996 - January 1998
Skills
Investments, Credit, Loans, Mortgage Lending, Real Estate, Management, Strategic Planning, Leadership, Marketing, Finance, Sales, Banking, Portfolio Management, Strategic Financial..., Commercial Lending, Commercial Real Estate, Strategy, Credit Analysis, Capital Markets, Mortgage Banking, Residential Mortgages, Refinance, VA loans, FHA financing, ARM, Fixed Rate Mortgages, Reverse Mortgages, Jumbo Mortgage, Harp, Customer Service, First Time Home Buyers
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1995 — 2000
BA, Economics
Cal State Fullerton
Finance within
Jeffrey Oster's UBS Experience September 2008 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS September 2008 - Present
Lehman Brothers February 2004 - September 2008
Montgomery Securities/BofA May 1993 - February 2004
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MBA, Finance, Marketing
California State University-Chico 1978 — 1982
BA, Int'l Relations, Economics, English
UBS September 2008 - Present
Lehman Brothers February 2004 - September 2008
Montgomery Securities/BofA May 1993 - February 2004
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MBA, Finance, Marketing
California State University-Chico 1978 — 1982
BA, Int'l Relations, Economics, English
Pattinson Hayton's UBS Experience September 2014 - December 2014
Job
Industry Hospitality
Experience
The Ritz-Carlton Hotel Company L.L.C. October 2013 - Present
UBS September 2014 - December 2014
Beach Cities Pizza June 2013 - October 2013
Broadcom May 2013 - June 2013
Compass Bible Church February 2012 - June 2013
Self-Employed March 2010 - October 2011
Skills
Teaching, Analytic Thinker, Cover Letters, Robotics, Physics, Communicative Skills, Public Speaking, Research
Education
California State University-Long Beach 2013 — 2017
Bachelor's Degree, Electrical Engineering, Sophomore
St. Margaret's Episcopal School 2009 — 2013
High School Diploma
The Ritz-Carlton Hotel Company L.L.C. October 2013 - Present
UBS September 2014 - December 2014
Beach Cities Pizza June 2013 - October 2013
Broadcom May 2013 - June 2013
Compass Bible Church February 2012 - June 2013
Self-Employed March 2010 - October 2011
Skills
Teaching, Analytic Thinker, Cover Letters, Robotics, Physics, Communicative Skills, Public Speaking, Research
Education
California State University-Long Beach 2013 — 2017
Bachelor's Degree, Electrical Engineering, Sophomore
St. Margaret's Episcopal School 2009 — 2013
High School Diploma
Cary L Hall Jr - CLH GROUP Cary L Hall Jr - CLH GROUP's UBS Experience April 1999 - Present
Job Senior Vice President Wealth Management & Portfolio Manager
Industry Financial Services
Experience
UBS April 1999 - Present
U.S. Army 1987 - 2003
Merrill Lynch 1993 - 1999
Education
California State University-Sacramento 1986 — 1989
BS, Business Mangement and Administration
UBS April 1999 - Present
U.S. Army 1987 - 2003
Merrill Lynch 1993 - 1999
Education
California State University-Sacramento 1986 — 1989
BS, Business Mangement and Administration
Bryan Thoensen Bryan Thoensen's UBS Experience September 2001 - May 2002
Job Senior Vice President, Content
Industry Entertainment
Experience
Fullscreen, Inc January 2015 - Present
Hulu January 2011 - November 2014
William Morris Endeavor Entertainment May 2002 - January 2011
Miramax Films 2003 - 2005
UBS September 2001 - May 2002
PIMCO May 2001 - September 2001
Morgan Stanley May 2000 - May 2001
Skills
Digital Media, Entertainment, Advertising, New Business Development, Promotions, Television, Integrated Marketing, Video, Production, Account Management, Copywriting, Negotiation, Advertising Sales, Online Advertising, Online Video, Strategic Partnerships, New Media, Marketing Strategy
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
BS, Political Science, Pre-Law, English
Irvine High School 1993 — 1996
Fullscreen, Inc January 2015 - Present
Hulu January 2011 - November 2014
William Morris Endeavor Entertainment May 2002 - January 2011
Miramax Films 2003 - 2005
UBS September 2001 - May 2002
PIMCO May 2001 - September 2001
Morgan Stanley May 2000 - May 2001
Skills
Digital Media, Entertainment, Advertising, New Business Development, Promotions, Television, Integrated Marketing, Video, Production, Account Management, Copywriting, Negotiation, Advertising Sales, Online Advertising, Online Video, Strategic Partnerships, New Media, Marketing Strategy
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
BS, Political Science, Pre-Law, English
Irvine High School 1993 — 1996
Bryan Cortes's UBS Experience June 2012 - August 2012
Job Finance Analyst at UBS
Industry Financial Services
Experience
UBS Wealth Management July 2013 - Present
UBS June 2012 - August 2012
U.S. Department of State September 2011 - April 2012
US Treasury June 2011 - August 2011
Target January 2011 - May 2011
Skills
Intermediate Excel, Bookkeeping, Leadership, Coaching, Social Networking, Event Planning, Spanish, Public Speaking, Financial Modeling, Non-profits, Social Media, PowerPoint, Education, Fundraising, Microsoft Word, Data Analysis, Leadership Development, Nonprofits
Education
Cal Poly San Luis Obispo 2011 — 2013
B.S., Econmics/Accounting, 3.71/4.0
Santa Monica College 2008 — 2011
UBS Wealth Management July 2013 - Present
UBS June 2012 - August 2012
U.S. Department of State September 2011 - April 2012
US Treasury June 2011 - August 2011
Target January 2011 - May 2011
Skills
Intermediate Excel, Bookkeeping, Leadership, Coaching, Social Networking, Event Planning, Spanish, Public Speaking, Financial Modeling, Non-profits, Social Media, PowerPoint, Education, Fundraising, Microsoft Word, Data Analysis, Leadership Development, Nonprofits
Education
Cal Poly San Luis Obispo 2011 — 2013
B.S., Econmics/Accounting, 3.71/4.0
Santa Monica College 2008 — 2011
Jon A. Sampson, CFP®, CPM®, CRPC® Jon A. Sampson, CFP®, CPM®, CRPC®'s UBS Experience December 2008 - Present
Job Account Vice President, Financial Advisor, and Portfolio Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS December 2008 - Present
Klassen Corporation September 2007 - September 2008
The Old Globe August 2003 - November 2005
Education
Columbia Engineering
Certified Portfolio Manager (CPM®), Financial Mathematics, Portfolio Construction and Management
Columbia Engineering
Certified Portfolio Manager (CPM®), Financial Mathematics, Portfolio Construction and Management
College for Financial Planning
Certified Financial Planner (CFP®), Economics, Financial Planning
College for Financial Planning
Certified Financial Planner (CFP®), Economics, Financial Planning
University of San Diego 2003 — 2005
M.F.A, Classical Theatre
California State University-Bakersfield 1996 — 2001
B.A.
UBS December 2008 - Present
Klassen Corporation September 2007 - September 2008
The Old Globe August 2003 - November 2005
Education
Columbia Engineering
Certified Portfolio Manager (CPM®), Financial Mathematics, Portfolio Construction and Management
Columbia Engineering
Certified Portfolio Manager (CPM®), Financial Mathematics, Portfolio Construction and Management
College for Financial Planning
Certified Financial Planner (CFP®), Economics, Financial Planning
College for Financial Planning
Certified Financial Planner (CFP®), Economics, Financial Planning
University of San Diego 2003 — 2005
M.F.A, Classical Theatre
California State University-Bakersfield 1996 — 2001
B.A.
Christa Meier Christa Meier's UBS Experience 1997 - 2008
Job Realty Specialist at USDA Agricultural Research Service
Industry Facilities Services
Experience
USDA Agricultural Research Service August 2013 - Present
USDA-Agricultural Research Service, Pacific West Area February 2009 - August 2013
UBS 1997 - 2008
Skills
Leadership, Employee Relations, Human Resources, Management, Contract Negotiation, Strategic Planning, Vendor Management, Budgets, Accounting, Security, Time Management, Research, Policy, Analysis, Program Management
Education
San Francisco State University 2013 — 2016
Master of Arts (MA), Geography: Resource Management & Environmental Planning
California State University-East Bay 2009 — 2012
BA, Environmental Studies, Physical Environment Option, 3.95
Contra Costa College 2006 — 2009
Associate Degree, Liberal Arts, 4.0
USDA Agricultural Research Service August 2013 - Present
USDA-Agricultural Research Service, Pacific West Area February 2009 - August 2013
UBS 1997 - 2008
Skills
Leadership, Employee Relations, Human Resources, Management, Contract Negotiation, Strategic Planning, Vendor Management, Budgets, Accounting, Security, Time Management, Research, Policy, Analysis, Program Management
Education
San Francisco State University 2013 — 2016
Master of Arts (MA), Geography: Resource Management & Environmental Planning
California State University-East Bay 2009 — 2012
BA, Environmental Studies, Physical Environment Option, 3.95
Contra Costa College 2006 — 2009
Associate Degree, Liberal Arts, 4.0
Kathy McFadden's UBS Experience 1993 - 1995
Job VP, Documentation Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2005 - Present
WestLB 2001 - 2003
Credit Suisse First Boston 1998 - 2001
Bayerische Landesbank 1995 - 1998
UBS 1993 - 1995
Bank of Tokyo-Mitsubishi 1987 - 1993
Skills
Derivatives, Equities, Credit, FX, Options, Fixed Income, Documentation, Swaps, Rates, FX Options, Confirmations, Middle Office, Equity Derivatives, Commodities, Back Office, Credit Derivatives, ISDA, CDS, Interest Rate..., Confirmation, Commodity, Securities, Bloomberg, Hedge Funds, Structured Products
Education
Capella University
BS, Business Administration
Kingsborough Community College
Business
AllianceBernstein October 2005 - Present
WestLB 2001 - 2003
Credit Suisse First Boston 1998 - 2001
Bayerische Landesbank 1995 - 1998
UBS 1993 - 1995
Bank of Tokyo-Mitsubishi 1987 - 1993
Skills
Derivatives, Equities, Credit, FX, Options, Fixed Income, Documentation, Swaps, Rates, FX Options, Confirmations, Middle Office, Equity Derivatives, Commodities, Back Office, Credit Derivatives, ISDA, CDS, Interest Rate..., Confirmation, Commodity, Securities, Bloomberg, Hedge Funds, Structured Products
Education
Capella University
BS, Business Administration
Kingsborough Community College
Business
Andrew Weigel Andrew Weigel's UBS Experience September 2004 - March 2006
Job IT Systems Developer
Industry Financial Services
Experience
Eclipse Software August 1999 - Present
MetLife August 2007 - December 2013
Jefferies and Company April 2006 - November 2006
UBS September 2004 - March 2006
J P Morgan Chase December 2002 - September 2003
Societe Generale August 1999 - September 2002
NatWest Markets October 1996 - April 1998
Ernst & Young July 1995 - September 1996
Eclipse Software October 1987 - June 1995
AXS-One June 1979 - October 1987
Skills
SQL, Databases, Microsoft SQL Server, SDLC, Software Development, Business Analysis, Business Intelligence, Requirements Gathering, Analysis, Risk Management, Data Warehousing, Software Project..., Database Design, Financial Services, Subject Matter Experts, Sybase, T-SQL, Requirements Analysis, Data Modeling, Agile Methodologies, Kamakura Risk Manager..., Fixed Income, Enterprise Architecture, Java, Enterprise Software, SQL Server, Application Development, Kamakura, Code Review, Design Review
Education
CIMS, New York University 1992 — 1998
MS
University of Colorado, Colorado Springs 1973 — 1975
MBA
California Institute of Technology 1969 — 1973
BS
Eclipse Software August 1999 - Present
MetLife August 2007 - December 2013
Jefferies and Company April 2006 - November 2006
UBS September 2004 - March 2006
J P Morgan Chase December 2002 - September 2003
Societe Generale August 1999 - September 2002
NatWest Markets October 1996 - April 1998
Ernst & Young July 1995 - September 1996
Eclipse Software October 1987 - June 1995
AXS-One June 1979 - October 1987
Skills
SQL, Databases, Microsoft SQL Server, SDLC, Software Development, Business Analysis, Business Intelligence, Requirements Gathering, Analysis, Risk Management, Data Warehousing, Software Project..., Database Design, Financial Services, Subject Matter Experts, Sybase, T-SQL, Requirements Analysis, Data Modeling, Agile Methodologies, Kamakura Risk Manager..., Fixed Income, Enterprise Architecture, Java, Enterprise Software, SQL Server, Application Development, Kamakura, Code Review, Design Review
Education
CIMS, New York University 1992 — 1998
MS
University of Colorado, Colorado Springs 1973 — 1975
MBA
California Institute of Technology 1969 — 1973
BS
Marc Walters Marc Walters's UBS Experience June 2003 - September 2003
Job Marketing Consultant at 808 Marketing
Industry Marketing and Advertising
Experience
808 Marketing May 2013 - Present
Amen Clinics, Inc December 2011 - May 2013
Apex Consulting LLC August 2009 - December 2011
DIRECTV October 2008 - July 2009
Guthy-Renker December 2005 - October 2008
Velocity Services, Inc March 2005 - November 2005
UBS June 2003 - September 2003
Tierney Communications December 2000 - February 2001
Skills
Direct Marketing, Marketing Strategy, E-commerce, Direct Response..., Email Marketing, CRM, Customer Service, Brand Management, Market Research, Digital Marketing, Advertising, Marketing, Integrated Marketing, Online Advertising, Customer Acquisition, Product Marketing, Customer Retention, Sales, Customer Experience, Strategy, Lead Generation, Multi-channel Marketing, SEO, SEM, Management, Leadership, Product Development, Social Media, Creative Direction, Social Media Marketing, Affiliate Marketing, Marketing Communications, Brand Development, Direct Mail, P&L Management, Segmentation, Digital Media, Marketing Management, Interactive Marketing, Online Marketing, Mobile Marketing, Analytics, Customer Insight, Database Marketing, Digital Strategy, Media Buying, Strategic Partnerships, Competitive Analysis, Start-ups, Media Planning
Education
California State University 2000 — 2004
of; BS, Business Administration and Economics; 2004
California State University-Northridge 2000 — 2004
Bachelor of Science (BS), Marketing
808 Marketing May 2013 - Present
Amen Clinics, Inc December 2011 - May 2013
Apex Consulting LLC August 2009 - December 2011
DIRECTV October 2008 - July 2009
Guthy-Renker December 2005 - October 2008
Velocity Services, Inc March 2005 - November 2005
UBS June 2003 - September 2003
Tierney Communications December 2000 - February 2001
Skills
Direct Marketing, Marketing Strategy, E-commerce, Direct Response..., Email Marketing, CRM, Customer Service, Brand Management, Market Research, Digital Marketing, Advertising, Marketing, Integrated Marketing, Online Advertising, Customer Acquisition, Product Marketing, Customer Retention, Sales, Customer Experience, Strategy, Lead Generation, Multi-channel Marketing, SEO, SEM, Management, Leadership, Product Development, Social Media, Creative Direction, Social Media Marketing, Affiliate Marketing, Marketing Communications, Brand Development, Direct Mail, P&L Management, Segmentation, Digital Media, Marketing Management, Interactive Marketing, Online Marketing, Mobile Marketing, Analytics, Customer Insight, Database Marketing, Digital Strategy, Media Buying, Strategic Partnerships, Competitive Analysis, Start-ups, Media Planning
Education
California State University 2000 — 2004
of; BS, Business Administration and Economics; 2004
California State University-Northridge 2000 — 2004
Bachelor of Science (BS), Marketing
Roya Salehirad Roya Salehirad's UBS Experience October 1998 - May 2001
Job Associate Vice President Complex Operations Manager at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management August 2012 - Present
Aletheia Research and Management, Inc. April 2007 - May 2012
Smith Barney February 2005 - April 2007
Oppenheimer & Co. May 2001 - February 2005
UBS October 1998 - May 2001
Skills
Series 7, Series 63, Asset Managment, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Allocation, Securities, Investment Strategies, Series 65, Series 9, Trading, Client Service, Accounting, Series 10, Asset Management
Education
California State University-Fullerton
Business Administration, Marketing and Management
RBC Wealth Management August 2012 - Present
Aletheia Research and Management, Inc. April 2007 - May 2012
Smith Barney February 2005 - April 2007
Oppenheimer & Co. May 2001 - February 2005
UBS October 1998 - May 2001
Skills
Series 7, Series 63, Asset Managment, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Allocation, Securities, Investment Strategies, Series 65, Series 9, Trading, Client Service, Accounting, Series 10, Asset Management
Education
California State University-Fullerton
Business Administration, Marketing and Management
Kevin Astudillo Kevin Astudillo's UBS Experience March 2015 - Present
Job Recruiting Operations Specialist at UBS
Industry Business Supplies and Equipment
Experience
UBS March 2015 - Present
UBS April 2014 - June 2014
Today's Business June 2013 - August 2013
Cara Solutions June 2013 - August 2013
Skills
Outlook, Windows, Research, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, English, Microsoft Office, Team Building, Data Analysis, Business Strategy, Business Analysis, Critical Thinking, Strategic Thinking, Deadline Oriented, Detailed Organization, Focus Groups, Analytics, Social Media, Problem Solving, Human Resources, Management, Facebook, Risk Management, Onboarding, Analysis
Education
Caldwell College 2013 — 2016
Master of Business Administration (M.B.A.)
Caldwell College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
UBS March 2015 - Present
UBS April 2014 - June 2014
Today's Business June 2013 - August 2013
Cara Solutions June 2013 - August 2013
Skills
Outlook, Windows, Research, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, English, Microsoft Office, Team Building, Data Analysis, Business Strategy, Business Analysis, Critical Thinking, Strategic Thinking, Deadline Oriented, Detailed Organization, Focus Groups, Analytics, Social Media, Problem Solving, Human Resources, Management, Facebook, Risk Management, Onboarding, Analysis
Education
Caldwell College 2013 — 2016
Master of Business Administration (M.B.A.)
Caldwell College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Tony Mellow Tony Mellow's UBS Experience May 2006 - August 2007
Job Quality Assurance Tester 2
Industry Computer Software
Fred Pioro Fred Pioro's UBS Experience November 2004 - September 2005
Job Team Manager at
Industry Financial Services
Experience
Valley of the Sun YMCA January 2013 - Present
Charles Schwab May 2006 - Present
Edward Jones October 2005 - April 2006
UBS November 2004 - September 2005
Pier 1 Imports June 2003 - November 2004
The Bombay Company October 1995 - May 2003
Education
California State University-Northridge
Pierce College
Valley of the Sun YMCA January 2013 - Present
Charles Schwab May 2006 - Present
Edward Jones October 2005 - April 2006
UBS November 2004 - September 2005
Pier 1 Imports June 2003 - November 2004
The Bombay Company October 1995 - May 2003
Education
California State University-Northridge
Pierce College
Leah Jacot Leah Jacot's UBS Experience 2002 - 2003
Job Happy
Industry Financial Services
Experience
Dynamic Wealth Advisors March 2011 - March 2014
Financial Advisors of America Inc. March 2011 - 2013
SagePoint Financial 2005 - March 2011
JPMorgan Chase 2004 - 2005
UBS 2002 - 2003
Geotest January 2001 - October 2002
Wyle Electronics 1997 - 1999
GigaTrend 1993 - 1996
Skills
Financial Advisory, 401k Rollovers, IRA's, 401k, Roth IRA, Simple IRA, Comprehensive Wealth..., Retirement Income..., Investment Advisory
Education
California State University-San Marcos - College of Business Administration 1991 — 1994
BS
University of San Diego 1990 — 1991
None, Business Administration and Management, General
San Diego Mesa College 1988 — 1991
AA, Business Administration and Management, General
Washburn High
Dynamic Wealth Advisors March 2011 - March 2014
Financial Advisors of America Inc. March 2011 - 2013
SagePoint Financial 2005 - March 2011
JPMorgan Chase 2004 - 2005
UBS 2002 - 2003
Geotest January 2001 - October 2002
Wyle Electronics 1997 - 1999
GigaTrend 1993 - 1996
Skills
Financial Advisory, 401k Rollovers, IRA's, 401k, Roth IRA, Simple IRA, Comprehensive Wealth..., Retirement Income..., Investment Advisory
Education
California State University-San Marcos - College of Business Administration 1991 — 1994
BS
University of San Diego 1990 — 1991
None, Business Administration and Management, General
San Diego Mesa College 1988 — 1991
AA, Business Administration and Management, General
Washburn High
Tyler Chernack Tyler Chernack's UBS Experience July 2007 - February 2012
Job Sr. Financial Analyst Professional Services at Workday
Industry Computer Software
Experience
Workday August 2015 - Present
Riverbed Technology August 2014 - August 2015
Cisco Systems February 2012 - August 2014
UBS July 2007 - February 2012
Wheelchair Foundation June 2006 - June 2007
Skills
Series 7, Series 66, Series 3, Financial Planning, Portfolio Management, Retirement Planning, Investments, Tableau, Uniform Combined State..., Microsoft Excel, Strategic Planning, Hyperion Reports, Financial Analysis, Business Intelligence, Financial Modeling, SaaS, Strategic Financial..., Analytics, Analysis, Finance, Business Analysis, Management, Sales, Budgets
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
Bachelor of Science, Business, Concentration in Accounting
Newport Harbor High 1999 — 2003
Workday August 2015 - Present
Riverbed Technology August 2014 - August 2015
Cisco Systems February 2012 - August 2014
UBS July 2007 - February 2012
Wheelchair Foundation June 2006 - June 2007
Skills
Series 7, Series 66, Series 3, Financial Planning, Portfolio Management, Retirement Planning, Investments, Tableau, Uniform Combined State..., Microsoft Excel, Strategic Planning, Hyperion Reports, Financial Analysis, Business Intelligence, Financial Modeling, SaaS, Strategic Financial..., Analytics, Analysis, Finance, Business Analysis, Management, Sales, Budgets
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
Bachelor of Science, Business, Concentration in Accounting
Newport Harbor High 1999 — 2003
Leslie Kenyon Leslie Kenyon's UBS Experience 1994 - 2009
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2009 - Present
Raymond James May 2009 - Present
UBS 1994 - 2009
Skills
Financial Advisory, Investments, Investment Strategies, Portfolio Management, Financial Risk, Mutual Funds, Retirement, Investment Advisory, Due Diligence, Securities, Management, Finance, Retirement Planning, Investment Management, Wealth Management, Asset Allocation
Education
California State University-Fullerton 1972 — 1975
BA, Finance, Busisnes administration
Raymond James May 2009 - Present
Raymond James May 2009 - Present
UBS 1994 - 2009
Skills
Financial Advisory, Investments, Investment Strategies, Portfolio Management, Financial Risk, Mutual Funds, Retirement, Investment Advisory, Due Diligence, Securities, Management, Finance, Retirement Planning, Investment Management, Wealth Management, Asset Allocation
Education
California State University-Fullerton 1972 — 1975
BA, Finance, Busisnes administration
Dee Dee Oceguera's UBS Experience May 1999 - November 2004
Job Frank, Rimerman Advisors LLC
Industry Investment Management
Experience
Frank, Rimerman + Co. LLP 2004 - Present
UBS May 1999 - November 2004
Skills
High Net Worth..., Financial Analysis, Income Tax, Tax, Corporate Tax, Accounting, CPA, US GAAP, Tax Preparation
Education
California State University-Sacramento 1993 — 1997
BA, Communication Studies
Frank, Rimerman + Co. LLP 2004 - Present
UBS May 1999 - November 2004
Skills
High Net Worth..., Financial Analysis, Income Tax, Tax, Corporate Tax, Accounting, CPA, US GAAP, Tax Preparation
Education
California State University-Sacramento 1993 — 1997
BA, Communication Studies
Jaye Oppedahl's UBS Experience March 2008 - December 2009
Job Licensed Operations Specialist at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2014 - Present
Cetera Financial Group August 2013 - January 2014
Gaiam April 2012 - April 2013
Universal Music Group December 2011 - April 2012
Wedbush Securities June 2010 - September 2011
T-Mobile December 2009 - June 2010
UBS March 2008 - December 2009
Viceroy Hotel Group September 2004 - September 2008
Skills
Finance, Financial Services, Financial Analysis, Microsoft Excel, Access, Payroll, PowerPoint, Accounting, Microsoft Word, Sales, Analysis, QuickBooks, Auditing, Microsoft Office, Customer Service, Forecasting, Invoicing, Management, Budgets, Time Management, Social Networking
Education
California State University-Northridge 2004 — 2009
Bachelor of Science, Finance
Delta sigma pi
Cetera Advisor Networks LLC January 2014 - Present
Cetera Financial Group August 2013 - January 2014
Gaiam April 2012 - April 2013
Universal Music Group December 2011 - April 2012
Wedbush Securities June 2010 - September 2011
T-Mobile December 2009 - June 2010
UBS March 2008 - December 2009
Viceroy Hotel Group September 2004 - September 2008
Skills
Finance, Financial Services, Financial Analysis, Microsoft Excel, Access, Payroll, PowerPoint, Accounting, Microsoft Word, Sales, Analysis, QuickBooks, Auditing, Microsoft Office, Customer Service, Forecasting, Invoicing, Management, Budgets, Time Management, Social Networking
Education
California State University-Northridge 2004 — 2009
Bachelor of Science, Finance
Delta sigma pi
Gabriel K Leung's UBS Experience November 2002 - May 2003
Job Business Operations Manager at Los Angeles County Office of Education
Industry Education Management
Experience
Los Angeles County Office of Education September 2015 - Present
Los Angeles County Office of Education (LACOE) March 2012 - September 2015
Boeing August 2008 - February 2012
Boeing October 2005 - July 2008
Boeing November 2003 - September 2005
State Farm Insurance June 2003 - August 2003
UBS November 2002 - May 2003
Growthink June 2002 - August 2002
Skills
Business Strategy, Business Planning, Cross-functional Team..., Management, Program Management, Project Management, Databases, Analysis, Process Improvement, Business Development, Business Intelligence, Project Planning, Forecasting, Coaching, Strategy, Leadership
Education
UCLA Anderson School of Management 2008 — 2011
MBA, Finance
Caltech 2005 — 2005
Certificate, Project Management
University of California, Los Angeles 2000 — 2004
B.A., Business Economics & Psychology; Accounting Minor; College Honors
Los Angeles County Office of Education September 2015 - Present
Los Angeles County Office of Education (LACOE) March 2012 - September 2015
Boeing August 2008 - February 2012
Boeing October 2005 - July 2008
Boeing November 2003 - September 2005
State Farm Insurance June 2003 - August 2003
UBS November 2002 - May 2003
Growthink June 2002 - August 2002
Skills
Business Strategy, Business Planning, Cross-functional Team..., Management, Program Management, Project Management, Databases, Analysis, Process Improvement, Business Development, Business Intelligence, Project Planning, Forecasting, Coaching, Strategy, Leadership
Education
UCLA Anderson School of Management 2008 — 2011
MBA, Finance
Caltech 2005 — 2005
Certificate, Project Management
University of California, Los Angeles 2000 — 2004
B.A., Business Economics & Psychology; Accounting Minor; College Honors
Steven Pocoroba Steven Pocoroba's UBS Experience June 2008 - September 2009
Job Tax Consultant at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers September 2011 - Present
PwC January 2011 - April 2011
UBS June 2008 - September 2009
Skills
Tax Accounting, Tax, Accounting, Income Tax, Tax Research, Corporate Tax, Financial Reporting, Financial Accounting, Tax Preparation, Auditing, International Tax, Partnership Taxation, Sarbanes-Oxley Act, Bookkeeping, Tax Returns
Education
California Polytechnic State University-San Luis Obispo
MS, Accounting - Taxation
California Polytechnic State University-San Luis Obispo
BS, Business Administration - Accounting
PricewaterhouseCoopers September 2011 - Present
PwC January 2011 - April 2011
UBS June 2008 - September 2009
Skills
Tax Accounting, Tax, Accounting, Income Tax, Tax Research, Corporate Tax, Financial Reporting, Financial Accounting, Tax Preparation, Auditing, International Tax, Partnership Taxation, Sarbanes-Oxley Act, Bookkeeping, Tax Returns
Education
California Polytechnic State University-San Luis Obispo
MS, Accounting - Taxation
California Polytechnic State University-San Luis Obispo
BS, Business Administration - Accounting
Ryan Fellows's UBS Experience June 2011 - September 2011
Job Sales & Trade Support
Industry Financial Services
Experience
CenterPoint Securities November 2014 - Present
Fidelity Investments January 2013 - December 2014
Raymond James Financial Inc. August 2012 - January 2013
Merrill Lynch August 2011 - July 2012
UBS June 2011 - September 2011
Skills
Series 7, Series 63, Sales, Finance, Financial Analysis, Investments, Microsoft Office, Time Management, Retirement Planning, Wealth Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Event Planning, Strategic Financial..., Portfolio Management, Social Networking, Retirement, Mutual Funds, Outlook, Financial Modeling, Organization, Salesforce.com, 401k, Financial Services, Asset Management, Asset Allocation, Cold Calling, ETFs, Securities, IRAs
Education
California State University-Chico 2008 — 2012
Business Administration, Finance
CenterPoint Securities November 2014 - Present
Fidelity Investments January 2013 - December 2014
Raymond James Financial Inc. August 2012 - January 2013
Merrill Lynch August 2011 - July 2012
UBS June 2011 - September 2011
Skills
Series 7, Series 63, Sales, Finance, Financial Analysis, Investments, Microsoft Office, Time Management, Retirement Planning, Wealth Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Event Planning, Strategic Financial..., Portfolio Management, Social Networking, Retirement, Mutual Funds, Outlook, Financial Modeling, Organization, Salesforce.com, 401k, Financial Services, Asset Management, Asset Allocation, Cold Calling, ETFs, Securities, IRAs
Education
California State University-Chico 2008 — 2012
Business Administration, Finance
Roger J. Trinwith, CFA's UBS Experience September 2013 - Present
Job Senior Wealth Strategy Associate
Industry Financial Services
Experience
UBS September 2013 - Present
Index Funds Advisors, Inc. February 2008 - August 2013
Education
California State University-Fullerton
BA, Business Administration- Finance
UBS September 2013 - Present
Index Funds Advisors, Inc. February 2008 - August 2013
Education
California State University-Fullerton
BA, Business Administration- Finance
Justin Demko Justin Demko's UBS Experience 2007 - Present
Job Senior Vice President & Sr. Portfolio Manager Wealth Management at UBS Private Wealth Management
Industry Financial Services
Experience
UBS 2007 - Present
Bear Stearns 2003 - 2007
Oppenheimer & Co. March 1999 - September 2003
Education
Columbia University in the City of New York 2012 — 2012
Portfolio Management, Finance
New York University 2005 — 2007
CFP, Financial Planning
California Polytechnic State University-San Luis Obispo 1995 — 1998
Bachelor of Science, Business Administration
UBS 2007 - Present
Bear Stearns 2003 - 2007
Oppenheimer & Co. March 1999 - September 2003
Education
Columbia University in the City of New York 2012 — 2012
Portfolio Management, Finance
New York University 2005 — 2007
CFP, Financial Planning
California Polytechnic State University-San Luis Obispo 1995 — 1998
Bachelor of Science, Business Administration
Nancy Molina Nancy Molina's UBS Experience September 2007 - June 2009
Job Team Administrator at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2009 - Present
UBS September 2007 - June 2009
Pash & Benson Int'l February 2005 - October 2007
Education
California State University-Northridge 2005 — 2007
Bachelor of Arts (B.A.), Journalism
Los Angeles Pierce College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
J.P. Morgan June 2009 - Present
UBS September 2007 - June 2009
Pash & Benson Int'l February 2005 - October 2007
Education
California State University-Northridge 2005 — 2007
Bachelor of Arts (B.A.), Journalism
Los Angeles Pierce College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Deborah Mitchell Deborah Mitchell's UBS Experience February 2006 - Present
Job Associate Director, Client Service manager at UBS
Industry Financial Services
Experience
UBS February 2006 - Present
Dell 2005 - 2006
Morgan Stanley 2005 - 2005
Vanguard 1996 - 2004
Skills
Manage Client..., Management, Employee Benefits, 401k, Sales, Sales Presentations, Benefits Administration, Training, CRM, Equity Compensation..., Corporate Benefits, Employee Stock Options, Employe Restircted..., ESPP, Database Administration, Account Management, Project Management, Event Management, Fitness Training, Strength Training, Personal Training, New Hire Training, Customer Service, Service Management, Performance Management, Personal Development, Performance Appraisal, Marketing, Product Marketing, Marketing Communications, Mergers, Acquisitions, Problem Solving, Sales Operations, Operational Support, Negotiation, New Business Development, Non-profits, B2B Marketing, B2B, E-Learning, Nutrition, Real Estate, Web Applications, Financial Services, Equities
Education
Capella University
Bachelor of Science (BS), Management & Leadership/ Marketing, 4.0
Univerity of Phoenix 2002 — 2004
Business Administration and Management, General
UBS February 2006 - Present
Dell 2005 - 2006
Morgan Stanley 2005 - 2005
Vanguard 1996 - 2004
Skills
Manage Client..., Management, Employee Benefits, 401k, Sales, Sales Presentations, Benefits Administration, Training, CRM, Equity Compensation..., Corporate Benefits, Employee Stock Options, Employe Restircted..., ESPP, Database Administration, Account Management, Project Management, Event Management, Fitness Training, Strength Training, Personal Training, New Hire Training, Customer Service, Service Management, Performance Management, Personal Development, Performance Appraisal, Marketing, Product Marketing, Marketing Communications, Mergers, Acquisitions, Problem Solving, Sales Operations, Operational Support, Negotiation, New Business Development, Non-profits, B2B Marketing, B2B, E-Learning, Nutrition, Real Estate, Web Applications, Financial Services, Equities
Education
Capella University
Bachelor of Science (BS), Management & Leadership/ Marketing, 4.0
Univerity of Phoenix 2002 — 2004
Business Administration and Management, General
Alex Gard Alex Gard's UBS Experience August 2015 - Present
Job Intern at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2015 - Present
Staples March 2013 - August 2015
Skills
Customer Service, Microsoft Word, Microsoft Excel, Time Management, Finance, PowerPoint, Retail, Multi-task & Handle..., Microsoft Office, Photoshop, Sales
Education
University of North Carolina at Wilmington 2012 — 2016
Finance and Financial Management Services
Cape Fear Community College 2013 — 2013
Accounting and Finance
UBS August 2015 - Present
Staples March 2013 - August 2015
Skills
Customer Service, Microsoft Word, Microsoft Excel, Time Management, Finance, PowerPoint, Retail, Multi-task & Handle..., Microsoft Office, Photoshop, Sales
Education
University of North Carolina at Wilmington 2012 — 2016
Finance and Financial Management Services
Cape Fear Community College 2013 — 2013
Accounting and Finance
Mary Guillen, R.N.'s UBS Experience January 2010 - September 2010
Job RN Case Manager
Industry Hospital & Health Care
Experience
Santa Paula Hospital Clinic, Santa Paula West Medical Group & Pediatrics June 2015 - Present
Home Helpers Home Care May 2012 - May 2015
UBS January 2010 - September 2010
Ventura County Probation Agency December 2007 - May 2010
Skills
Nursing, Case Management, Diabetes Management, Utilization Management, Clinic Management, Student Counseling, Sociology, AED, CPR Certified, ACLS, PALS, Psychology, Medicare, Community Outreach, Humanitarian, Medication Therapy..., Environmental Awareness, Health, Geriatric Nursing, Pediatrics, Spanish Translation, Spanish Teaching, Diabetes Care, Medicaid, Social Work
Education
Ventura College Nursing 2011 — 2014
Associate's degree, Registered Nursing/Registered Nurse
Ventura College 2008 — 2011
Associate of Science (AS), Natural Sciences, Honors
California Lutheran University 2007 — 2010
Bachelor's degree, Sociology, Cum Laude
Santa Paula Hospital Clinic, Santa Paula West Medical Group & Pediatrics June 2015 - Present
Home Helpers Home Care May 2012 - May 2015
UBS January 2010 - September 2010
Ventura County Probation Agency December 2007 - May 2010
Skills
Nursing, Case Management, Diabetes Management, Utilization Management, Clinic Management, Student Counseling, Sociology, AED, CPR Certified, ACLS, PALS, Psychology, Medicare, Community Outreach, Humanitarian, Medication Therapy..., Environmental Awareness, Health, Geriatric Nursing, Pediatrics, Spanish Translation, Spanish Teaching, Diabetes Care, Medicaid, Social Work
Education
Ventura College Nursing 2011 — 2014
Associate's degree, Registered Nursing/Registered Nurse
Ventura College 2008 — 2011
Associate of Science (AS), Natural Sciences, Honors
California Lutheran University 2007 — 2010
Bachelor's degree, Sociology, Cum Laude
Christopher Gorham Christopher Gorham's UBS Experience June 2010 - February 2012
Job Recent MBA Graduate
Industry Retail
Experience
California State University, Long Beach January 2014 - December 2014
Sears Holdings Corporation June 2006 - August 2013
UBS June 2010 - February 2012
Skills
Retail, Microsoft Excel, Inventory Management, Customer Service, Merchandising, Microsoft Word, Microsoft Office, PowerPoint, Inventory Control, Time Management, Financial Analysis, Outlook, Leadership, Forecasting, Customer Satisfaction, Sales, Teamwork, Data Entry, Access, Accounting
Education
California State University-Long Beach 2011 — 2014
Master of Business Administration (M.B.A.)
California State University-Long Beach 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
California State University, Long Beach January 2014 - December 2014
Sears Holdings Corporation June 2006 - August 2013
UBS June 2010 - February 2012
Skills
Retail, Microsoft Excel, Inventory Management, Customer Service, Merchandising, Microsoft Word, Microsoft Office, PowerPoint, Inventory Control, Time Management, Financial Analysis, Outlook, Leadership, Forecasting, Customer Satisfaction, Sales, Teamwork, Data Entry, Access, Accounting
Education
California State University-Long Beach 2011 — 2014
Master of Business Administration (M.B.A.)
California State University-Long Beach 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Ryan Sharpe Ryan Sharpe's UBS Experience December 2011 - December 2012
Job Associate at CBRE
Industry Real Estate
Experience
CBRE July 2015 - Present
Marcus & Millichap February 2014 - June 2015
NAI Capital - Commercial Real Estate Services February 2013 - January 2014
UBS December 2011 - December 2012
Merrill Lynch December 2010 - December 2011
Skills
Commercial Real Estate, Investment Sales, Real Estate, Finance, Retail, Landlords, Investment Properties, Tenant Representation, Landlord Representation, Location Intelligence, Marketing, Investments, PowerPoint, Social Media, Sales, Customer Service, Microsoft Word, Leadership, Public Speaking
Education
California State University-Long Beach 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
CBRE July 2015 - Present
Marcus & Millichap February 2014 - June 2015
NAI Capital - Commercial Real Estate Services February 2013 - January 2014
UBS December 2011 - December 2012
Merrill Lynch December 2010 - December 2011
Skills
Commercial Real Estate, Investment Sales, Real Estate, Finance, Retail, Landlords, Investment Properties, Tenant Representation, Landlord Representation, Location Intelligence, Marketing, Investments, PowerPoint, Social Media, Sales, Customer Service, Microsoft Word, Leadership, Public Speaking
Education
California State University-Long Beach 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Ellie Jiang's UBS Experience January 2015 - May 2015
Job Project Manager in Growth Initiatives at MTheory Group
Industry Financial Services
Experience
M-Theory Group June 2015 - Present
UBS January 2015 - May 2015
HuaTai Securities Co.,Ltd. May 2014 - August 2014
AXA Advisors January 2014 - May 2014
AXA Advisors September 2013 - December 2013
Skills
Event Planning, Public Speaking, PowerPoint, Public Relations, Budgets, Microsoft Excel, Social Networking, Customer Service, Presentations, Time Management, Research, Social Media, Leadership, Financial Analysis, Business Strategy, New Business Development
Education
California Lutheran University 2011 — 2015
Bachelor's Degree, Business Administration, Marketing/Finance
M-Theory Group June 2015 - Present
UBS January 2015 - May 2015
HuaTai Securities Co.,Ltd. May 2014 - August 2014
AXA Advisors January 2014 - May 2014
AXA Advisors September 2013 - December 2013
Skills
Event Planning, Public Speaking, PowerPoint, Public Relations, Budgets, Microsoft Excel, Social Networking, Customer Service, Presentations, Time Management, Research, Social Media, Leadership, Financial Analysis, Business Strategy, New Business Development
Education
California Lutheran University 2011 — 2015
Bachelor's Degree, Business Administration, Marketing/Finance
Norman Yee Norman Yee's UBS Experience April 1997 - April 2000
Job Financial Advisor at Wescom Financial Services
Industry Financial Services
Experience
Wescom Financial Services August 2011 - Present
E*TRADE Financial February 2007 - February 2009
TD Ameritrade June 2001 - February 2007
Countrywide May 2000 - May 2001
UBS April 1997 - April 2000
Torrance Police Department January 1994 - March 1997
Education
California State University-Long Beach 1988 — 1993
Bachelor of Science, Criminal Justice & Economics
Wescom Financial Services August 2011 - Present
E*TRADE Financial February 2007 - February 2009
TD Ameritrade June 2001 - February 2007
Countrywide May 2000 - May 2001
UBS April 1997 - April 2000
Torrance Police Department January 1994 - March 1997
Education
California State University-Long Beach 1988 — 1993
Bachelor of Science, Criminal Justice & Economics
Cody D. Saunders Cody D. Saunders's UBS Experience May 2012 - September 2012
Job Senior Associate at Capbridge America
Industry Real Estate
Experience
Capbridge America October 2013 - Present
UBS May 2012 - September 2012
Athletic Republic May 2011 - September 2011
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Research, Argus Modeling, Social Media
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Business Administration (B.B.A.), Major: International Business, Minors: Economics & Philosophy, 3.5 (Dean's List 8 Quarters)
Capbridge America October 2013 - Present
UBS May 2012 - September 2012
Athletic Republic May 2011 - September 2011
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Research, Argus Modeling, Social Media
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Business Administration (B.B.A.), Major: International Business, Minors: Economics & Philosophy, 3.5 (Dean's List 8 Quarters)
John Gullo, CFA, CFP®, CIMA® John Gullo, CFA, CFP®, CIMA®'s UBS Experience May 2000 - July 2002
Job Chief Operating Officer, Director of Research, Wealth Manager and Vice President at Sanderson Wealth Management
Industry Investment Management
Experience
Sanderson Wealth Management June 2007 - Present
M&T Bank October 2002 - May 2007
UBS May 2000 - July 2002
The Horizon Group, Independent Financial Services September 1998 - April 2000
Education
Canisius College 2003 — 2005
MBA, Business, Concentration in Finance
State University of New York College at Geneseo 1996 — 2000
Bachelors, Business, Concentration in Finance
Sanderson Wealth Management June 2007 - Present
M&T Bank October 2002 - May 2007
UBS May 2000 - July 2002
The Horizon Group, Independent Financial Services September 1998 - April 2000
Education
Canisius College 2003 — 2005
MBA, Business, Concentration in Finance
State University of New York College at Geneseo 1996 — 2000
Bachelors, Business, Concentration in Finance
Harmony Walton's UBS Experience November 2012 - November 2013
Job Assistant Brand Manager at Marine Harvest Group
Industry Marketing and Advertising
Experience
Marine Harvest Group October 2014 - Present
Makai May 2014 - October 2014
Makai January 2014 - May 2014
Promotions and Experiential Marketing May 2013 - April 2014
UBS November 2012 - November 2013
Trader Joe's November 2008 - January 2011
Skills
Digital Marketing, Social Media, Copywriting, Advertising, Brand Development, Integrated Marketing, Facebook, Marketing Communications, CPG Industry, Promotions, Marketing, Technical Writing, Marketing Strategy, Twitter, Editing, Strategy, Google Analytics, Blogging, Event Planning, Shopper Marketing
Education
California State University-Long Beach 2011 — 2014
Bachelor of Science (BS), Marketing
Berkeley High School 2005 — 2009
High school Diploma, General education / Academic choice program
California State University-Long Beach
Bachelor of Business Administration, Marketing
Marine Harvest Group October 2014 - Present
Makai May 2014 - October 2014
Makai January 2014 - May 2014
Promotions and Experiential Marketing May 2013 - April 2014
UBS November 2012 - November 2013
Trader Joe's November 2008 - January 2011
Skills
Digital Marketing, Social Media, Copywriting, Advertising, Brand Development, Integrated Marketing, Facebook, Marketing Communications, CPG Industry, Promotions, Marketing, Technical Writing, Marketing Strategy, Twitter, Editing, Strategy, Google Analytics, Blogging, Event Planning, Shopper Marketing
Education
California State University-Long Beach 2011 — 2014
Bachelor of Science (BS), Marketing
Berkeley High School 2005 — 2009
High school Diploma, General education / Academic choice program
California State University-Long Beach
Bachelor of Business Administration, Marketing
Casey Hazen Casey Hazen's UBS Experience September 2015 - Present
Job Client Services Associate at UBS
Industry Financial Services
Experience
UBS September 2015 - Present
Laidlaw & Company UK Ltd. June 2014 - August 2015
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Teamwork, Microsoft Word, Corporate Finance, Finance, Microsoft Office, Accounting, Economics, Time Management, Customer Service, Investments, Financial Accounting
Education
CSU Chico 2012 — 2014
BS, Accounting and Finance
Chabot College 2009 — 2011
Associate of Arts (AA), Business/Commerce, General
UBS September 2015 - Present
Laidlaw & Company UK Ltd. June 2014 - August 2015
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Teamwork, Microsoft Word, Corporate Finance, Finance, Microsoft Office, Accounting, Economics, Time Management, Customer Service, Investments, Financial Accounting
Education
CSU Chico 2012 — 2014
BS, Accounting and Finance
Chabot College 2009 — 2011
Associate of Arts (AA), Business/Commerce, General
Yogesh Tendulkar Yogesh Tendulkar's UBS Experience 1997 - 1999
Job MBAfinance, JD
Industry Legal Services
Experience
Legal & Financial Info. Mobile Portal June 2013 - Present
State of California October 2001 - June 2013
California Registered Investment Advisory 1999 - 2001
UBS 1997 - 1999
Restaurant 1995 - 1997
UHDE GmbH. 1988 - 1990
International Harverstor 1987 - 1988
Skills
Influential Communicator, Project Management, Microsoft Office, Customer Service, Negotiation, Strategic Planning, Business Strategy, Program Management, Start-ups, Public Speaking, Research, Management, Team Building, Analysis, Social Media, Business Development
Education
California Southern University
J.D., Law
California State University-San Bernardino
M.B.A., Finance
University of California, Los Angeles
Paralegal Certification, Law
West Virginia University
B.S., Industrial Technology & Management, Dean's List
Legal & Financial Info. Mobile Portal June 2013 - Present
State of California October 2001 - June 2013
California Registered Investment Advisory 1999 - 2001
UBS 1997 - 1999
Restaurant 1995 - 1997
UHDE GmbH. 1988 - 1990
International Harverstor 1987 - 1988
Skills
Influential Communicator, Project Management, Microsoft Office, Customer Service, Negotiation, Strategic Planning, Business Strategy, Program Management, Start-ups, Public Speaking, Research, Management, Team Building, Analysis, Social Media, Business Development
Education
California Southern University
J.D., Law
California State University-San Bernardino
M.B.A., Finance
University of California, Los Angeles
Paralegal Certification, Law
West Virginia University
B.S., Industrial Technology & Management, Dean's List
Klara Bute Klara Bute's UBS Experience September 2005 - April 2008
Job Administrative Specialist
Industry Financial Services
Experience
Cambridge Associates April 2014 - Present
Buda Invest Group September 2011 - December 2013
CISAC June 2009 - July 2011
Dowell Consulting May 2008 - March 2009
UBS September 2005 - April 2008
Skills
Microsoft Office, Outlook, Microsoft Excel, Administrative..., Microsoft Word, Spreadsheets, PowerPoint, Investments, Real Estate, Event Planning, Strategic Planning, Finance, Access, Office Management, Process Scheduler, Sales, Project Management
Education
California State University-East Bay 2006 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Cambridge Associates April 2014 - Present
Buda Invest Group September 2011 - December 2013
CISAC June 2009 - July 2011
Dowell Consulting May 2008 - March 2009
UBS September 2005 - April 2008
Skills
Microsoft Office, Outlook, Microsoft Excel, Administrative..., Microsoft Word, Spreadsheets, PowerPoint, Investments, Real Estate, Event Planning, Strategic Planning, Finance, Access, Office Management, Process Scheduler, Sales, Project Management
Education
California State University-East Bay 2006 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Gary S. Rosenberg, CFP® Gary S. Rosenberg, CFP®'s UBS Experience December 2008 - Present
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS December 2008 - Present
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley March 1984 - December 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Business, Finance, Economics
UBS December 2008 - Present
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley March 1984 - December 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Business, Finance, Economics
Richard Archibald Richard Archibald's UBS Experience May 2005 - Present
Job Senior Vice President Wealth Management Wealth Advisor Portfolio Manager UBS
Industry Financial Services
Experience
UBS May 2005 - Present
Morgan Stanley January 1994 - May 2005
Education
Embry-Riddle Aeronautical University 1984 — 1986
MAS, Aeronautical Sciences
California State University-Chico 1970 — 1972
BS, Business Administration
De Anza Community College 1968 — 1970
AA, Data Processing
UBS May 2005 - Present
Morgan Stanley January 1994 - May 2005
Education
Embry-Riddle Aeronautical University 1984 — 1986
MAS, Aeronautical Sciences
California State University-Chico 1970 — 1972
BS, Business Administration
De Anza Community College 1968 — 1970
AA, Data Processing
Caroline Healy Caroline Healy's UBS Experience July 2006 - September 2007
Job Executive and Administrative Assistant
Industry Marketing and Advertising
Experience
n/a September 2013 - Present
Zoove August 2011 - Present
Jessica Malkin October 2009 - March 2011
Scotts Valley Montessori School January 2008 - September 2009
UBS July 2006 - September 2007
Skills
Social Media, Outlook, Fundraising, Microsoft Excel, Microsoft Office, Childcare, Child Development, Early Childhood..., Customer Service, Research, Event Planning, Nonprofits, Facebook, Entrepreneurship, Start-ups, Mobile Marketing, Advertising, Salesforce.com, Strategic Partnerships, Google Docs, Training, Social Media Marketing, Social Networking, Public Relations
Education
Cabrillo College 2007 — 2009
AA, Early Childhood Education
University of California, Santa Barbara 2003 — 2006
BA, Cultural Anthropology, English
Natural Resources San Francisco
Birth Doula Core Training
Soquel High School
n/a September 2013 - Present
Zoove August 2011 - Present
Jessica Malkin October 2009 - March 2011
Scotts Valley Montessori School January 2008 - September 2009
UBS July 2006 - September 2007
Skills
Social Media, Outlook, Fundraising, Microsoft Excel, Microsoft Office, Childcare, Child Development, Early Childhood..., Customer Service, Research, Event Planning, Nonprofits, Facebook, Entrepreneurship, Start-ups, Mobile Marketing, Advertising, Salesforce.com, Strategic Partnerships, Google Docs, Training, Social Media Marketing, Social Networking, Public Relations
Education
Cabrillo College 2007 — 2009
AA, Early Childhood Education
University of California, Santa Barbara 2003 — 2006
BA, Cultural Anthropology, English
Natural Resources San Francisco
Birth Doula Core Training
Soquel High School
John Posey John Posey's UBS Experience October 2008 - Present
Job Senior Vice President, Portfolio Management Program Manager at UBS Financial Services
Industry Financial Services
Experience
UBS October 2008 - Present
Morgan Stanley May 1991 - October 2008
Education
Campbell University
Bachelor of Arts (B.A.), Business / Economics
UBS October 2008 - Present
Morgan Stanley May 1991 - October 2008
Education
Campbell University
Bachelor of Arts (B.A.), Business / Economics
Amy Swenson Amy Swenson's UBS Experience March 2000 - May 2002
Job Everyone Profits from Character
Industry Management Consulting
Experience
KRW International - The Character Company July 2015 - Present
Work Effects March 2014 - May 2015
Capella University January 2006 - March 2014
Capella University February 2005 - January 2006
Capella University August 2004 - February 2005
MassMutual Financial Group March 2003 - July 2004
EY April 2002 - January 2003
UBS March 2000 - May 2002
Skills
Enrollment Management, Leadership, Student Financial Aid, Adult Education, Admissions, Higher Education, Staff Development, Academic Administration, Organizational..., Retaining Customers, Educational Consulting, Curriculum Development, Educational Leadership, Program Management, Team Building, Student Recruiting, Career Counseling, Academic Advising, Distance Learning, PeopleSoft, Classroom, Instructional Design, Strategic Financial..., Selling Skills, Operations Management, Information Technology, Instructional Technology, Student Affairs, E-Learning, Sales, Strategy, Training, Consulting, Leadership Development, Coaching
Education
Capella University 2005 — 2009
MS, Organization and Management
Carlson School of Management, Univ of Minnesota 1995 — 1999
BS, Management
Eagan High School
KRW International - The Character Company July 2015 - Present
Work Effects March 2014 - May 2015
Capella University January 2006 - March 2014
Capella University February 2005 - January 2006
Capella University August 2004 - February 2005
MassMutual Financial Group March 2003 - July 2004
EY April 2002 - January 2003
UBS March 2000 - May 2002
Skills
Enrollment Management, Leadership, Student Financial Aid, Adult Education, Admissions, Higher Education, Staff Development, Academic Administration, Organizational..., Retaining Customers, Educational Consulting, Curriculum Development, Educational Leadership, Program Management, Team Building, Student Recruiting, Career Counseling, Academic Advising, Distance Learning, PeopleSoft, Classroom, Instructional Design, Strategic Financial..., Selling Skills, Operations Management, Information Technology, Instructional Technology, Student Affairs, E-Learning, Sales, Strategy, Training, Consulting, Leadership Development, Coaching
Education
Capella University 2005 — 2009
MS, Organization and Management
Carlson School of Management, Univ of Minnesota 1995 — 1999
BS, Management
Eagan High School
Greg Segal Greg Segal's UBS Experience January 2004 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS January 2004 - Present
Skills
Finance, Investments, Strategic Planning, Public Speaking, Mutual Funds, Customer Service, Management, Series 7, Wealth Management, Asset Management
Education
California State University-Chico 1992 — 1995
University of Southern California
UBS January 2004 - Present
Skills
Finance, Investments, Strategic Planning, Public Speaking, Mutual Funds, Customer Service, Management, Series 7, Wealth Management, Asset Management
Education
California State University-Chico 1992 — 1995
University of Southern California
Robert Capiral Robert Capiral's UBS Experience November 2008 - May 2009
Job Accountant at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente November 2014 - Present
Kforce Inc May 2014 - November 2014
OneWest Bank August 2013 - April 2014
OneWest Bank March 2011 - August 2013
OneWest Bank July 2009 - March 2011
UBS November 2008 - May 2009
Indymac Bank June 2006 - October 2008
Banco Popular North America May 2005 - June 2006
Skills
Accounting, Financial Analysis, General Ledger, Auditing, Microsoft Excel, Access, PeopleSoft, Finance, Account Reconciliation, Banking, G/L Reconciliations, Revenue Analysis, ERP Software, Healthcare, HIPAA, Analysis, Cash Flow, Retail Banking, Sales, PowerPoint, Management, Microsoft Word, Customer Service
Education
University of California, Los Angeles 2014 — 2016
Accounting Certificate Candidate, Accounting
California State University-Northridge 2004 — 2009
Bachelor's Degree, Finance
Kaiser Permanente November 2014 - Present
Kforce Inc May 2014 - November 2014
OneWest Bank August 2013 - April 2014
OneWest Bank March 2011 - August 2013
OneWest Bank July 2009 - March 2011
UBS November 2008 - May 2009
Indymac Bank June 2006 - October 2008
Banco Popular North America May 2005 - June 2006
Skills
Accounting, Financial Analysis, General Ledger, Auditing, Microsoft Excel, Access, PeopleSoft, Finance, Account Reconciliation, Banking, G/L Reconciliations, Revenue Analysis, ERP Software, Healthcare, HIPAA, Analysis, Cash Flow, Retail Banking, Sales, PowerPoint, Management, Microsoft Word, Customer Service
Education
University of California, Los Angeles 2014 — 2016
Accounting Certificate Candidate, Accounting
California State University-Northridge 2004 — 2009
Bachelor's Degree, Finance
Duncan Addison Duncan Addison's UBS Experience November 1998 - September 2003
Job Sales Excutive at Holland Electronics
Industry Telecommunications
Experience
Holland Electronics September 2003 - Present
HomeGrid Forum October 2012 - March 2015
CPBA 2006 - 2014
CPBA 2006 - 2014
UBS November 1998 - September 2003
Morgan Stanley Smith Barney June 1993 - November 1998
Skills
Sales Management, New Business Development, Product Management, Account Management, Customer Service, Customer Retention, Business Development, Sales, Direct Sales, Telecommunications, Contract Negotiation, Cross-functional Team..., Marketing Strategy, Strategic Partnerships, Competitive Analysis, Negotiation, Product Development, Strategic Planning, Key Account Management, Wireless, Channel Partners, Solution Selling, Pricing, Broadband, Product Marketing, Sales Process, Forecasting, Customer Acquisition, Team Building, Sales Operations, Selling, B2B, International Sales, Salesforce.com, Fiber Optics
Education
California State University-Northridge
BS, Finance/Business Administration
California State University-Northridge
BS Finance, Finance and Financial Management Services
Holland Electronics September 2003 - Present
HomeGrid Forum October 2012 - March 2015
CPBA 2006 - 2014
CPBA 2006 - 2014
UBS November 1998 - September 2003
Morgan Stanley Smith Barney June 1993 - November 1998
Skills
Sales Management, New Business Development, Product Management, Account Management, Customer Service, Customer Retention, Business Development, Sales, Direct Sales, Telecommunications, Contract Negotiation, Cross-functional Team..., Marketing Strategy, Strategic Partnerships, Competitive Analysis, Negotiation, Product Development, Strategic Planning, Key Account Management, Wireless, Channel Partners, Solution Selling, Pricing, Broadband, Product Marketing, Sales Process, Forecasting, Customer Acquisition, Team Building, Sales Operations, Selling, B2B, International Sales, Salesforce.com, Fiber Optics
Education
California State University-Northridge
BS, Finance/Business Administration
California State University-Northridge
BS Finance, Finance and Financial Management Services
Spencer Sato's UBS Experience March 2012 - June 2012
Job Senior Audit Associate at Macias Gini & O'Connell LLP (MGO)
Industry Accounting
Experience
Macias Gini & O'Connell LLP (MGO) July 2012 - Present
Pearl on the River December 2010 - July 2012
UBS March 2012 - June 2012
Skills
Microsoft Excel, Auditing, Internal Controls, Inventory Control, Financial Statements, External Audit, Financial Reporting, Compliance Testing, Accounting
Education
California State University-Sacramento 2010 — 2012
BS, Business Administration- Accountancy
UC Irvine 2006 — 2008
c.k. mcclatchy high school
Sutter
Macias Gini & O'Connell LLP (MGO) July 2012 - Present
Pearl on the River December 2010 - July 2012
UBS March 2012 - June 2012
Skills
Microsoft Excel, Auditing, Internal Controls, Inventory Control, Financial Statements, External Audit, Financial Reporting, Compliance Testing, Accounting
Education
California State University-Sacramento 2010 — 2012
BS, Business Administration- Accountancy
UC Irvine 2006 — 2008
c.k. mcclatchy high school
Sutter
Donovan Trone Donovan Trone's UBS Experience June 2009 - June 2010
Job Senior Valuation Analyst at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP January 2011 - Present
UBS June 2009 - June 2010
Skills
Business Valuation, Financial Analysis, Valuation, Monte Carlo Simulation, Black-Scholes, Option Pricing Models, Equity Capital Markets, Fixed Income, Portfolio Management, Financial Engineering, Equities, Capital Markets, Equity Research, Analysis, Finance, Investments, Mergers & Acquisitions, Financial Modeling
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelors of Science, Dual Concentrations in Finance & Accounting, Minor in Economics
Moss Adams LLP January 2011 - Present
UBS June 2009 - June 2010
Skills
Business Valuation, Financial Analysis, Valuation, Monte Carlo Simulation, Black-Scholes, Option Pricing Models, Equity Capital Markets, Fixed Income, Portfolio Management, Financial Engineering, Equities, Capital Markets, Equity Research, Analysis, Finance, Investments, Mergers & Acquisitions, Financial Modeling
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelors of Science, Dual Concentrations in Finance & Accounting, Minor in Economics
Yvette Romero's UBS Experience June 2007 - August 2007
Job Growth & Product
Industry Online Media
Experience
LendingHome July 2015 - Present
Freelance Engagements January 2010 - 2015
Food-zilla.com July 2011 - December 2013
KHIDMAH LLC July 2009 - December 2009
Roya International June 2008 - August 2008
UBS June 2007 - August 2007
Fannie Mae May 2006 - May 2007
Deloitte July 2003 - November 2005
Skills
Strategy, Start-ups, Business Strategy, Entrepreneurship, Management Consulting, Business Development, Management, Strategic Planning, Project Management, Product Development, Financial Modeling, Customer Service, User Experience, Online Advertising
Education
Harvard Business School 2007 — 2009
MBA, Finance, Real Estate Design & International Entrepreneurship
California State University-Northridge
BS, Electrical Engineering
Kingston University
BS, Philosophy & English Culture
LendingHome July 2015 - Present
Freelance Engagements January 2010 - 2015
Food-zilla.com July 2011 - December 2013
KHIDMAH LLC July 2009 - December 2009
Roya International June 2008 - August 2008
UBS June 2007 - August 2007
Fannie Mae May 2006 - May 2007
Deloitte July 2003 - November 2005
Skills
Strategy, Start-ups, Business Strategy, Entrepreneurship, Management Consulting, Business Development, Management, Strategic Planning, Project Management, Product Development, Financial Modeling, Customer Service, User Experience, Online Advertising
Education
Harvard Business School 2007 — 2009
MBA, Finance, Real Estate Design & International Entrepreneurship
California State University-Northridge
BS, Electrical Engineering
Kingston University
BS, Philosophy & English Culture
Marc Donner's UBS Experience August 1995 - March 1997
Job
Industry Information Services
Experience
MSCI Inc. March 2014 - Present
Google February 2007 - February 2014
New York CTO Club January 2006 - December 2007
Morgan Stanley April 1997 - January 2007
UBS August 1995 - March 1997
Union Bank of Switzerland 1995 - 1997
Morgan Stanley June 1992 - July 1995
IBM T. J. Watson Research Center 1978 - 1992
IBM Research 1978 - 1992
IBM 1978 - 1992
Skills
Photography, Scalability, Software Development, Product Management, Linux, Java, Architecture, Integration, Project Management, Open Source, Cloud Computing, Computer Security, Document Management
Education
Carnegie Mellon University 1982 — 1984
PhD
Carnegie Mellon University 1981 — 1982
MS
Caltech 1972 — 1976
BS
MSCI Inc. March 2014 - Present
Google February 2007 - February 2014
New York CTO Club January 2006 - December 2007
Morgan Stanley April 1997 - January 2007
UBS August 1995 - March 1997
Union Bank of Switzerland 1995 - 1997
Morgan Stanley June 1992 - July 1995
IBM T. J. Watson Research Center 1978 - 1992
IBM Research 1978 - 1992
IBM 1978 - 1992
Skills
Photography, Scalability, Software Development, Product Management, Linux, Java, Architecture, Integration, Project Management, Open Source, Cloud Computing, Computer Security, Document Management
Education
Carnegie Mellon University 1982 — 1984
PhD
Carnegie Mellon University 1981 — 1982
MS
Caltech 1972 — 1976
BS
Rick Molakala's UBS Experience September 1997 - September 2000
Job Investments
Industry Financial Services
Experience
Private. June 2008 - December 2014
IEX Group, Inc. June 2013 - August 2014
Landmark Real Estate Fund June 2008 - March 2011
Lehman Brothers April 2007 - June 2008
Lehman Brothers April 2006 - April 2007
Lehman Brothers July 2005 - April 2006
Lehman Brothers March 2001 - June 2005
Merrill Lynch September 2000 - March 2001
UBS September 1997 - September 2000
Nikko Securities April 1995 - September 1997
Skills
Private Equity, Equities, Trading, Due Diligence, Investments, Business Strategy, Mergers & Acquisitions, Financial Modeling, Asset Management, Business Development, Investment Banking, Venture Capital, Strategy
Education
Canisius College 1987 — 1991
BSC, Finance
Williamsville South High School
Private. June 2008 - December 2014
IEX Group, Inc. June 2013 - August 2014
Landmark Real Estate Fund June 2008 - March 2011
Lehman Brothers April 2007 - June 2008
Lehman Brothers April 2006 - April 2007
Lehman Brothers July 2005 - April 2006
Lehman Brothers March 2001 - June 2005
Merrill Lynch September 2000 - March 2001
UBS September 1997 - September 2000
Nikko Securities April 1995 - September 1997
Skills
Private Equity, Equities, Trading, Due Diligence, Investments, Business Strategy, Mergers & Acquisitions, Financial Modeling, Asset Management, Business Development, Investment Banking, Venture Capital, Strategy
Education
Canisius College 1987 — 1991
BSC, Finance
Williamsville South High School
Jim Gleason, MBA's UBS Experience August 2001 - October 2003
Job System Administrator at United Auto Credit Corporation
Industry Information Technology and Services
Experience
United Auto Credit Corporation August 2012 - Present
Exemplis Corporation October 2011 - June 2012
Fueling and Service Technologies, Inc. January 2010 - September 2011
HSBC May 2006 - February 2009
Solstice Capital, member HSBC group 2006 - 2009
Solstice Capital June 2006 - January 2008
Ameriquest Mortgage Company January 2004 - May 2006
UBS August 2001 - October 2003
Soundview Technology Group May 2000 - October 2000
Skills
Active Directory, Disaster Recovery, VMware, Security, Visio, Virtualization, Vendor Management, Business Analysis, Troubleshooting, System Administration, Servers, Windows, Networking, Microsoft Exchange, Software Documentation, Cisco Technologies
Education
University of Phoenix 2007 — 2009
MBA
California State University-Sacramento 1990 — 1992
Bachelor of Science
Diablo Valley College 1987 — 1989
Associate of Arts
United Auto Credit Corporation August 2012 - Present
Exemplis Corporation October 2011 - June 2012
Fueling and Service Technologies, Inc. January 2010 - September 2011
HSBC May 2006 - February 2009
Solstice Capital, member HSBC group 2006 - 2009
Solstice Capital June 2006 - January 2008
Ameriquest Mortgage Company January 2004 - May 2006
UBS August 2001 - October 2003
Soundview Technology Group May 2000 - October 2000
Skills
Active Directory, Disaster Recovery, VMware, Security, Visio, Virtualization, Vendor Management, Business Analysis, Troubleshooting, System Administration, Servers, Windows, Networking, Microsoft Exchange, Software Documentation, Cisco Technologies
Education
University of Phoenix 2007 — 2009
MBA
California State University-Sacramento 1990 — 1992
Bachelor of Science
Diablo Valley College 1987 — 1989
Associate of Arts
Tony Kassaei's UBS Experience January 2003 - January 2005
Job Owner, Crystal Cove Wealth Management
Industry Financial Services
Experience
Crystal Cove Wealth Management January 2005 - Present
UBS January 2003 - January 2005
Citi January 2002 - January 2003
Morgan Stanley January 2000 - January 2002
Skills
Estate Planning, Asset Management, Fixed Income, Small Business, Bonds
Education
California State University-Fullerton
Crystal Cove Wealth Management January 2005 - Present
UBS January 2003 - January 2005
Citi January 2002 - January 2003
Morgan Stanley January 2000 - January 2002
Skills
Estate Planning, Asset Management, Fixed Income, Small Business, Bonds
Education
California State University-Fullerton
Winnie Truong's UBS Experience October 2001 - November 2007
Job Market Administrator, at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2011 - Present
RBC Wealth Management November 2007 - March 2011
UBS October 2001 - November 2007
Skills
Financial Services, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Insurance, Securities, Relationship Management, Investments
Education
California State University-Hayward - School of Business and Economics 2001 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Sacramento 1998 — 2001
Bachelor's Degree, Business, Management, Marketing
Wells Fargo Advisors March 2011 - Present
RBC Wealth Management November 2007 - March 2011
UBS October 2001 - November 2007
Skills
Financial Services, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Insurance, Securities, Relationship Management, Investments
Education
California State University-Hayward - School of Business and Economics 2001 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Sacramento 1998 — 2001
Bachelor's Degree, Business, Management, Marketing
Sean Aazam's UBS Experience January 2003 - August 2011
Job Client Technical Service Engineer at Abacus Group
Industry Financial Services
Experience
Abacus Group March 2015 - Present
Agio August 2011 - Present
UBS January 2003 - August 2011
EDS January 2002 - December 2002
ING Barings December 1999 - August 2000
Skills
Integration, Project Management, Equities, IT Operations, Disaster Recovery, SharePoint, CRM, Business Analysis, Virtualization, Data Center, Networking, Windows Server, Vendor Management, Windows, Visio, Data Analysis, Security
Education
California State University-Long Beach 1990 — 1993
BS, Civil Engineering
Abacus Group March 2015 - Present
Agio August 2011 - Present
UBS January 2003 - August 2011
EDS January 2002 - December 2002
ING Barings December 1999 - August 2000
Skills
Integration, Project Management, Equities, IT Operations, Disaster Recovery, SharePoint, CRM, Business Analysis, Virtualization, Data Center, Networking, Windows Server, Vendor Management, Windows, Visio, Data Analysis, Security
Education
California State University-Long Beach 1990 — 1993
BS, Civil Engineering
Ashley DeBenedetti's UBS Experience January 2008 - January 2009
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2009 - Present
UBS January 2008 - January 2009
Tullys Coffee October 2005 - December 2007
Skills
Customer Service, Management, Microsoft Excel, Finance, Microsoft Office, Social Media, Investments, Banking
Education
California State University-Chico 1999 — 2004
BA, Marketing
Morgan Stanley January 2009 - Present
UBS January 2008 - January 2009
Tullys Coffee October 2005 - December 2007
Skills
Customer Service, Management, Microsoft Excel, Finance, Microsoft Office, Social Media, Investments, Banking
Education
California State University-Chico 1999 — 2004
BA, Marketing
Nicole McGee, M.B.A's UBS Experience March 2015 - Present
Job Associate Director, HR BP Support Lead
Industry Financial Services
Experience
UBS March 2015 - Present
UBS 2010 - Present
UBS October 2009 - October 2010
UBS Financial Services March 2009 - October 2009
UBS July 2006 - February 2009
UBS September 2005 - July 2006
Skills
PeopleSoft, Deferred Compensation, Employee Relations, Talent Management, HRIS, Performance Management, Employee Benefits, Human Resources, Onboarding, Recruiting, Talent Acquisition, Succession Planning, Benefits Administration, Employee Engagement, HR Policies, Time Management, Workforce Planning, Applicant Tracking..., HR Consulting, Organizational..., Personnel Management, Organizational Design, Vendor Management, Organizational..., College Recruiting, Career Development
Education
Caldwell University 2006 — 2008
MBA, Master of Business Administration
Caldwell University 2001 — 2005
BS, Business Administration
UBS March 2015 - Present
UBS 2010 - Present
UBS October 2009 - October 2010
UBS Financial Services March 2009 - October 2009
UBS July 2006 - February 2009
UBS September 2005 - July 2006
Skills
PeopleSoft, Deferred Compensation, Employee Relations, Talent Management, HRIS, Performance Management, Employee Benefits, Human Resources, Onboarding, Recruiting, Talent Acquisition, Succession Planning, Benefits Administration, Employee Engagement, HR Policies, Time Management, Workforce Planning, Applicant Tracking..., HR Consulting, Organizational..., Personnel Management, Organizational Design, Vendor Management, Organizational..., College Recruiting, Career Development
Education
Caldwell University 2006 — 2008
MBA, Master of Business Administration
Caldwell University 2001 — 2005
BS, Business Administration
Nikhil Gupte's UBS Experience February 2007 - May 2014
Job Vice President
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2014 - Present
UBS February 2007 - May 2014
Xiotech 2005 - 2007
Egenera 2002 - 2005
Deutsche Bank 2001 - 2002
Totality Corporation 2000 - 2001
Merrill Lynch 1995 - 2000
JP Morgan 1996 - 1997
Insci Corp 1993 - 1995
Control Data Corporation 1990 - 1992
Skills
Virtualization, Unix, Disaster Recovery, Quality Assurance, Enterprise Architecture, Data Center, Cloud Computing, Leadership, Solution Architecture, Trading Systems, Vendor Management, ITIL, IT Strategy, SDLC, Integration, Infrastructure
Education
University of Pennsylvania 1992 — 1993
M.S., Computer Engineering
California State University-Hayward 1988 — 1990
B.S., Computer Information Systems
Hofstra University 1986 — 1988
Engineering
JPMorgan Chase & Co. May 2014 - Present
UBS February 2007 - May 2014
Xiotech 2005 - 2007
Egenera 2002 - 2005
Deutsche Bank 2001 - 2002
Totality Corporation 2000 - 2001
Merrill Lynch 1995 - 2000
JP Morgan 1996 - 1997
Insci Corp 1993 - 1995
Control Data Corporation 1990 - 1992
Skills
Virtualization, Unix, Disaster Recovery, Quality Assurance, Enterprise Architecture, Data Center, Cloud Computing, Leadership, Solution Architecture, Trading Systems, Vendor Management, ITIL, IT Strategy, SDLC, Integration, Infrastructure
Education
University of Pennsylvania 1992 — 1993
M.S., Computer Engineering
California State University-Hayward 1988 — 1990
B.S., Computer Information Systems
Hofstra University 1986 — 1988
Engineering
Jerome Hartwell's UBS Experience 2006 - 2007
Job Resolutions & Closings Manager at Federal Deposit Insurance Coporation
Industry Financial Services
Experience
Federal Deposit Insurance Coporation October 2008 - Present
FDIC October 2008 - Present
UBS Investment Bank August 2006 - November 2007
UBS AG, Investment Bank 2006 - 2007
UBS 2006 - 2007
The Winter Group November 2004 - July 2006
Countrywide Full Spectrum Lending September 2002 - December 2004
Columbia Savings and Loan Association 1985 - 1989
Skills
Risk Management, Valuation, Mortgage Lending, Credit, Loan Origination, Banking, Credit Risk, Real Estate, Loans, Finance, Management, Loan Servicing, Underwriting, Asset Management, Mortgage Banking, Commercial Banking, Investment Banking, Credit Analysis, Executive Management
Education
California State University-San Bernardino
BA, Business Administration
Federal Deposit Insurance Coporation October 2008 - Present
FDIC October 2008 - Present
UBS Investment Bank August 2006 - November 2007
UBS AG, Investment Bank 2006 - 2007
UBS 2006 - 2007
The Winter Group November 2004 - July 2006
Countrywide Full Spectrum Lending September 2002 - December 2004
Columbia Savings and Loan Association 1985 - 1989
Skills
Risk Management, Valuation, Mortgage Lending, Credit, Loan Origination, Banking, Credit Risk, Real Estate, Loans, Finance, Management, Loan Servicing, Underwriting, Asset Management, Mortgage Banking, Commercial Banking, Investment Banking, Credit Analysis, Executive Management
Education
California State University-San Bernardino
BA, Business Administration
Dan Froehlig's UBS Experience May 2000 - August 2002
Job at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2009 - Present
Union Bank of California July 2007 - October 2008
Wells Fargo Bank October 2006 - July 2007
wells fargo March 2005 - October 2006
American United Life/OneAmerica August 2003 - March 2005
UBS May 2000 - August 2002
Automobile Club of Southern California September 1999 - May 2000
Thrivent Financial September 1992 - September 1999
Skills
Commercial Lending, Series 7, Commercial Banking, Series 63, Loans, Investments, New Acquisitions, Credit, Fixed Annuities, Small Business Lending, Life Insurance, Mortgage Lending, Consumer Lending, Finance, Loan Origination
Education
California Lutheran University 1975 — 1979
BA, Psychology
Wells Fargo February 2009 - Present
Union Bank of California July 2007 - October 2008
Wells Fargo Bank October 2006 - July 2007
wells fargo March 2005 - October 2006
American United Life/OneAmerica August 2003 - March 2005
UBS May 2000 - August 2002
Automobile Club of Southern California September 1999 - May 2000
Thrivent Financial September 1992 - September 1999
Skills
Commercial Lending, Series 7, Commercial Banking, Series 63, Loans, Investments, New Acquisitions, Credit, Fixed Annuities, Small Business Lending, Life Insurance, Mortgage Lending, Consumer Lending, Finance, Loan Origination
Education
California Lutheran University 1975 — 1979
BA, Psychology
Nancy Furlong's UBS Experience February 1998 - February 2006
Job Partner Program Manager at MasterControl
Industry Computer Software
Experience
MasterControl April 2015 - Present
MasterControl September 2014 - April 2015
Career Step April 2013 - August 2014
University of Utah March 2009 - August 2012
JP Morgan February 2006 - April 2008
UBS February 1998 - February 2006
Chariot Software Group 1993 - 1998
Ford Equity Research 1990 - 1993
Los Angeles Times 1985 - 1989
Skills
Financial Analysis, Recruiting, Investments, Financial Modeling, Leadership, Career Counseling, Strategic Planning, Portfolio Management, Start-ups, Microsoft Office, Microsoft Excel, Mergers & Acquisitions, Team Leadership, Marketing, Building Relationships, Career Management, Business Planning, Insurance, New Business Development, Strategy, Finance, Valuation, Business Strategy, Management, Management Consulting, Forecasting, Business Development, Strategic Financial..., Marketing Strategy, Budgets, Community Outreach, Asset Managment, Entrepreneurship, Training, Risk Management, Business Analysis, Corporate Finance, Market Research, Data Analysis, Analysis, Accounting, Advertising, Contract Negotiation, Process Improvement, Research, Teamwork, Project Management, Negotiation, Venture Capital, Due Diligence
Education
University of California, Los Angeles
BA, History
California State University-San Marcos
California Teaching Credential, Education
University of San Diego
MBA (Part-Time Program)
MasterControl April 2015 - Present
MasterControl September 2014 - April 2015
Career Step April 2013 - August 2014
University of Utah March 2009 - August 2012
JP Morgan February 2006 - April 2008
UBS February 1998 - February 2006
Chariot Software Group 1993 - 1998
Ford Equity Research 1990 - 1993
Los Angeles Times 1985 - 1989
Skills
Financial Analysis, Recruiting, Investments, Financial Modeling, Leadership, Career Counseling, Strategic Planning, Portfolio Management, Start-ups, Microsoft Office, Microsoft Excel, Mergers & Acquisitions, Team Leadership, Marketing, Building Relationships, Career Management, Business Planning, Insurance, New Business Development, Strategy, Finance, Valuation, Business Strategy, Management, Management Consulting, Forecasting, Business Development, Strategic Financial..., Marketing Strategy, Budgets, Community Outreach, Asset Managment, Entrepreneurship, Training, Risk Management, Business Analysis, Corporate Finance, Market Research, Data Analysis, Analysis, Accounting, Advertising, Contract Negotiation, Process Improvement, Research, Teamwork, Project Management, Negotiation, Venture Capital, Due Diligence
Education
University of California, Los Angeles
BA, History
California State University-San Marcos
California Teaching Credential, Education
University of San Diego
MBA (Part-Time Program)
Marc Malek's UBS Experience 1994 - 1999
Job Owner, Conquest Capital Group
Industry Financial Services
Experience
Conquest Capital Group May 2001 - Present
LIFE 2014 - 2014
UBS Investment Bank 1994 - 1999
UBS 1994 - 1999
KB Partners 1993 - 1994
Salomon Brothers 1992 - 1993
Skills
Managed Futures, Trading Strategies, Alternative Investments, Global Macro, Hedge Funds, Trading Systems, Commodity, Proprietary Trading, Options, Trading, Traders, Currency, Electronic Trading, Volatility, Derivatives, Technical Analysis, FX Options, Financial Markets, Equities, Fixed Income, Investment Strategies, Futures Trading
Education
California Institute of Technology 1988 — 1992
Bachelor of Applied Science (B.A.Sc.)
Reed College 1987 — 1991
BA, Math
Lycee 1975 — 1987
Conquest Capital Group May 2001 - Present
LIFE 2014 - 2014
UBS Investment Bank 1994 - 1999
UBS 1994 - 1999
KB Partners 1993 - 1994
Salomon Brothers 1992 - 1993
Skills
Managed Futures, Trading Strategies, Alternative Investments, Global Macro, Hedge Funds, Trading Systems, Commodity, Proprietary Trading, Options, Trading, Traders, Currency, Electronic Trading, Volatility, Derivatives, Technical Analysis, FX Options, Financial Markets, Equities, Fixed Income, Investment Strategies, Futures Trading
Education
California Institute of Technology 1988 — 1992
Bachelor of Applied Science (B.A.Sc.)
Reed College 1987 — 1991
BA, Math
Lycee 1975 — 1987
Joseph Celes's UBS Experience August 2008 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2008 - Present
Lincoln Financial Group October 2005 - June 2008
Skills
Wealth Management, Retirement Planning, Series 7, Finance, Investment Advisory, Strategic Financial..., Retirement, Asset Allocation, Estate Planning, Portfolio Management, Asset Management, Investment Strategies, Financial Analysis
Education
California Lutheran University 2012 — 2015
Master of Business Administration (MBA), Financial Planning
California State University-Hayward 2003 — 2007
Bachelor of Science (B.S.), Finance
University of Utah 2002 — 2003
Civil Engineering
Arroyo High School
UBS August 2008 - Present
Lincoln Financial Group October 2005 - June 2008
Skills
Wealth Management, Retirement Planning, Series 7, Finance, Investment Advisory, Strategic Financial..., Retirement, Asset Allocation, Estate Planning, Portfolio Management, Asset Management, Investment Strategies, Financial Analysis
Education
California Lutheran University 2012 — 2015
Master of Business Administration (MBA), Financial Planning
California State University-Hayward 2003 — 2007
Bachelor of Science (B.S.), Finance
University of Utah 2002 — 2003
Civil Engineering
Arroyo High School
Renee Imhoff's UBS Experience 2006 - 2007
Job Office Manager at Secure Global Solutions
Industry Computer & Network Security
Experience
Secure Global Solutions July 2012 - Present
Torrance High School October 2009 - June 2012
BabyCakes Baking Company October 2007 - June 2009
UBS 2006 - 2007
Skills
Writing, Curriculum Planning, Customer Service, Computer Literate, Leadership, Library Management, Library Research, Teaching, Tutoring
Education
California State University-Dominguez Hills 2009 — 2011
Single Subject Teaching Credential, English
New School University 2002 — 2005
BA, Social and Historical Inquiry
Secure Global Solutions July 2012 - Present
Torrance High School October 2009 - June 2012
BabyCakes Baking Company October 2007 - June 2009
UBS 2006 - 2007
Skills
Writing, Curriculum Planning, Customer Service, Computer Literate, Leadership, Library Management, Library Research, Teaching, Tutoring
Education
California State University-Dominguez Hills 2009 — 2011
Single Subject Teaching Credential, English
New School University 2002 — 2005
BA, Social and Historical Inquiry
Cynthia Cutforth's UBS Experience October 2009 - July 2011
Job Financial Services Industry Management
Industry Financial Services
Experience
Merrill Lynch July 2011 - August 2012
UBS October 2009 - July 2011
UBS April 2000 - October 2009
Prudential Securities 1984 - 1997
Skills
Asset Management, Financial Services, Business Planning, Asset Allocation, Wealth Management, Staff Development, Training, Equities, Investments, Compliance, Series 7, Recruiting, Staff Management, Portfolio Management, FINRA, Operations Management, Finance, Mentoring, Client Relations Skills, Series 65, Series 63, Education, Notary Public, Series 8, Series 3, Alternative Investments, Financial Planning, Mutual Funds, Securities
Education
California State University-Fullerton 1976 — 1979
Bachelor of Science, Child Development
Merrill Lynch July 2011 - August 2012
UBS October 2009 - July 2011
UBS April 2000 - October 2009
Prudential Securities 1984 - 1997
Skills
Asset Management, Financial Services, Business Planning, Asset Allocation, Wealth Management, Staff Development, Training, Equities, Investments, Compliance, Series 7, Recruiting, Staff Management, Portfolio Management, FINRA, Operations Management, Finance, Mentoring, Client Relations Skills, Series 65, Series 63, Education, Notary Public, Series 8, Series 3, Alternative Investments, Financial Planning, Mutual Funds, Securities
Education
California State University-Fullerton 1976 — 1979
Bachelor of Science, Child Development
David Rogina's UBS Experience December 1990 - Present
Job Vice President, Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS December 1990 - Present
EF Hutton 1978 - 1990
Education
California State University-Chico 1972 — 1974
UBS December 1990 - Present
EF Hutton 1978 - 1990
Education
California State University-Chico 1972 — 1974
Paul Brinckerhoff's UBS Experience August 2008 - August 2009
Job Officer, Category Management and Strategic Sourcing at Federal Reserve Bank of New York
Industry Pharmaceuticals
Experience
Federal Reserve Bank of New York June 2015 - Present
Purdue Pharma October 2009 - June 2015
UBS August 2008 - August 2009
Bear Stearns 2003 - 2008
Goldman Sachs May 2002 - August 2003
Deutsche Bank April 2000 - April 2002
Skills
Vendor Management, Strategic Sourcing, Outsourcing, Procurement, Offshoring, Sourcing, Supply Management, Contract Negotiation, Process Improvement, Risk Management, Contract Management, E-procurement, Negotiation, Program Management, Cross-functional Team..., Business Strategy, Forecasting, Global Sourcing, IT Sourcing, Management, Strategy
Education
California Western School of Law 1993 — 1996
JD
Emerson College 1985 — 1989
BS, Mass Communications
Federal Reserve Bank of New York June 2015 - Present
Purdue Pharma October 2009 - June 2015
UBS August 2008 - August 2009
Bear Stearns 2003 - 2008
Goldman Sachs May 2002 - August 2003
Deutsche Bank April 2000 - April 2002
Skills
Vendor Management, Strategic Sourcing, Outsourcing, Procurement, Offshoring, Sourcing, Supply Management, Contract Negotiation, Process Improvement, Risk Management, Contract Management, E-procurement, Negotiation, Program Management, Cross-functional Team..., Business Strategy, Forecasting, Global Sourcing, IT Sourcing, Management, Strategy
Education
California Western School of Law 1993 — 1996
JD
Emerson College 1985 — 1989
BS, Mass Communications
Art Hess's UBS Experience January 2004 - March 2010
Job Senior Loan Service Specialist at UBS
Industry Financial Services
Experience
UBS January 2004 - March 2010
ZC Streling July 1998 - January 2004
Kimco @ Pacific Life January 1998 - July 1998
Pharmaceutical Marketing Research Group (PMRG) May 1997 - December 1997
Education
California State Polytechnic University-Pomona 1979 — 1984
BS, Finance, Insurance and Real Estate
UBS January 2004 - March 2010
ZC Streling July 1998 - January 2004
Kimco @ Pacific Life January 1998 - July 1998
Pharmaceutical Marketing Research Group (PMRG) May 1997 - December 1997
Education
California State Polytechnic University-Pomona 1979 — 1984
BS, Finance, Insurance and Real Estate
Darshin Patel's UBS Experience April 2015 - Present
Job VP Global Functions at Citi
Industry Investment Banking
Experience
UBS April 2015 - Present
Citi September 2011 - February 2015
BNP Paribas August 2008 - August 2011
Lehman Brothers September 2006 - July 2008
QAD June 2004 - August 2006
Centurychem, Inc 2001 - 2003
Skills
Business Analysis, Fixed Income, Project Management, Requirements Analysis, Forecasting, Management, Agile & Waterfall..., Equities, Requirements Gathering, Scrum, Process Improvement, Use Case Analysis, Axure RP, Test Cases, Visio, Software Testing, SQL, Functional Requirements, Use Case Diagrams, Risk Management, Change Management, Wire Framing, UML, JIRA, Financial Modeling, Bloomberg, TFS, Investment Banking, Derivatives, Asset Management, Capital Markets, Portfolio Management, Hedge Funds, HP Quality Center, UAT Coordination, Finance, SDLC, Process Flow..., Basel II, Financial Analysis
Education
Best High School 1983 — 1994
GED
California State Polytechnic University-Pomona
San Francisco State University
Bachelor of Science (BS), Finance and Financial Management Services
UBS April 2015 - Present
Citi September 2011 - February 2015
BNP Paribas August 2008 - August 2011
Lehman Brothers September 2006 - July 2008
QAD June 2004 - August 2006
Centurychem, Inc 2001 - 2003
Skills
Business Analysis, Fixed Income, Project Management, Requirements Analysis, Forecasting, Management, Agile & Waterfall..., Equities, Requirements Gathering, Scrum, Process Improvement, Use Case Analysis, Axure RP, Test Cases, Visio, Software Testing, SQL, Functional Requirements, Use Case Diagrams, Risk Management, Change Management, Wire Framing, UML, JIRA, Financial Modeling, Bloomberg, TFS, Investment Banking, Derivatives, Asset Management, Capital Markets, Portfolio Management, Hedge Funds, HP Quality Center, UAT Coordination, Finance, SDLC, Process Flow..., Basel II, Financial Analysis
Education
Best High School 1983 — 1994
GED
California State Polytechnic University-Pomona
San Francisco State University
Bachelor of Science (BS), Finance and Financial Management Services
Nathan Parker, CFA, CAIA's UBS Experience June 2004 - August 2004
Job Investment Research Analyst at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network September 2013 - Present
LPL Financial August 2011 - August 2013
LPL Financial June 2010 - August 2011
Bainbridge Capital January 2009 - July 2009
Bank of America May 2006 - July 2009
UBS June 2004 - August 2004
Skills
Financial Modeling, Portfolio Management, Series 7, Series 63, Financial Analysis, Investments, Asset Allocation, Equities, Asset Managment, Mutual Funds, Securities, Banking, Corporate Finance, Wealth Management, Microsoft Excel, Data Analysis, Bloomberg, Investment Strategies, Risk Management, Microsoft Office, Fixed Income, Trading, Private Equity
Education
San Diego State University-California State University 2007 — 2009
MSBA, Finance
California State University-Chico 2001 — 2006
Business Administration, Finance, Economics
Commonwealth Financial Network September 2013 - Present
LPL Financial August 2011 - August 2013
LPL Financial June 2010 - August 2011
Bainbridge Capital January 2009 - July 2009
Bank of America May 2006 - July 2009
UBS June 2004 - August 2004
Skills
Financial Modeling, Portfolio Management, Series 7, Series 63, Financial Analysis, Investments, Asset Allocation, Equities, Asset Managment, Mutual Funds, Securities, Banking, Corporate Finance, Wealth Management, Microsoft Excel, Data Analysis, Bloomberg, Investment Strategies, Risk Management, Microsoft Office, Fixed Income, Trading, Private Equity
Education
San Diego State University-California State University 2007 — 2009
MSBA, Finance
California State University-Chico 2001 — 2006
Business Administration, Finance, Economics
Jaye Oppedahl's UBS Experience March 2008 - September 2009
Job Errand Source, LLC Owner
Industry Hospitality
Experience
ERRAND SOURCE September 2009 - Present
Hilton Worldwide 2010 - 2010
UBS March 2008 - September 2009
Four Seasons Hotels and Resorts 2008 - 2009
L' Ermiatge Beverly Hills 2004 - 2008
Education
California State University-Northridge
ERRAND SOURCE September 2009 - Present
Hilton Worldwide 2010 - 2010
UBS March 2008 - September 2009
Four Seasons Hotels and Resorts 2008 - 2009
L' Ermiatge Beverly Hills 2004 - 2008
Education
California State University-Northridge
Eric Zeigler's UBS Experience 1998 - 2006
Job President Central Park Group
Industry Investment Management
Experience
Central Park Group September 2006 - Present
UBS Wealth Management January 1998 - 2006
UBS 1998 - 2006
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Asset Allocation, Investment Advisory, Asset Management, Wealth Management, Investments, Fund Of Funds, Series 63, Securities
Education
California State University-Chico 1982 — 1984
University of San Diego 1980 — 1981
Central Park Group September 2006 - Present
UBS Wealth Management January 1998 - 2006
UBS 1998 - 2006
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Asset Allocation, Investment Advisory, Asset Management, Wealth Management, Investments, Fund Of Funds, Series 63, Securities
Education
California State University-Chico 1982 — 1984
University of San Diego 1980 — 1981
Richard Segal's UBS Experience 1996 - 1999
Job Managing Director Citibank Risk Management Technology
Industry Financial Services
Experience
Citibank August 2011 - Present
Societe Generale July 2010 - August 2011
UBS Investment Bank September 2007 - July 2010
Morgan Stanley 1999 - 2007
UBS 1996 - 1999
Barclays Capital 1992 - 1996
Skills
Fixed Income, Trading Systems, Credit Derivatives, Derivatives, Electronic Trading, Risk Management, SDLC, Financial Services, Sybase, Capital Markets, Investment Banking, Market Risk, Management, Market Data, FX Options, Equities, Interest Rate..., Equity Derivatives
Education
California Institute of Technology
MS, Computer Science
University of California, Irvine
BS, Computer Science
Citibank August 2011 - Present
Societe Generale July 2010 - August 2011
UBS Investment Bank September 2007 - July 2010
Morgan Stanley 1999 - 2007
UBS 1996 - 1999
Barclays Capital 1992 - 1996
Skills
Fixed Income, Trading Systems, Credit Derivatives, Derivatives, Electronic Trading, Risk Management, SDLC, Financial Services, Sybase, Capital Markets, Investment Banking, Market Risk, Management, Market Data, FX Options, Equities, Interest Rate..., Equity Derivatives
Education
California Institute of Technology
MS, Computer Science
University of California, Irvine
BS, Computer Science
Cheryl Hayden Rambeau's UBS Experience September 2009 - Present
Job Senior Client Service Associate at UBS
Industry Financial Services
Experience
UBS September 2009 - Present
Lehman Brothers 2000 - 2008
Education
California State University-Long Beach 1999 — 2004
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
UBS September 2009 - Present
Lehman Brothers 2000 - 2008
Education
California State University-Long Beach 1999 — 2004
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Jim Axelson's UBS Experience October 2013 - Present
Job Sr. Vice President Wealth Management UBS
Industry Financial Services
Experience
UBS October 2013 - Present
Merrill Lynch April 1990 - October 2013
KPMG US August 1987 - April 1990
Education
California Polytechnic State University-San Luis Obispo 1984 — 1987
Bachelor of Applied Science (BASc), Accounting
UBS October 2013 - Present
Merrill Lynch April 1990 - October 2013
KPMG US August 1987 - April 1990
Education
California Polytechnic State University-San Luis Obispo 1984 — 1987
Bachelor of Applied Science (BASc), Accounting
Cameron Beck's UBS Experience July 2001 - Present
Job Managing Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS July 2001 - Present
Morgan Stanley November 1988 - June 2001
Skills
Series 4, Series 7, Series 63, CA Insurance License
Education
California State University-Chico 1983 — 1987
Bachelor of Science (BS), Business Administration
University of Massachusetts Boston
Business Administration
UBS July 2001 - Present
Morgan Stanley November 1988 - June 2001
Skills
Series 4, Series 7, Series 63, CA Insurance License
Education
California State University-Chico 1983 — 1987
Bachelor of Science (BS), Business Administration
University of Massachusetts Boston
Business Administration
Danielle Djansezian's UBS Experience July 2008 - August 2009
Job Institutional Sales Rep
Industry Investment Banking
Experience
US Bank September 2009 - Present
UBS July 2008 - August 2009
Skills
Series 7, Series 63, Investments, Customer Service, Institutional...
Education
California State University-Northridge 2000 — 2006
BS, Business Administration & Finance/Financial Services
US Bank September 2009 - Present
UBS July 2008 - August 2009
Skills
Series 7, Series 63, Investments, Customer Service, Institutional...
Education
California State University-Northridge 2000 — 2006
BS, Business Administration & Finance/Financial Services
John Rowntree's UBS Experience December 2004 - January 2013
Job Head of Internal Audit, North America at Itaú Unibanco
Industry Financial Services
Experience
Itaú Unibanco February 2013 - Present
UBS December 2004 - January 2013
BNP Paribas Fortis May 2004 - October 2004
Kroll April 2001 - April 2004
PwC August 1998 - March 2001
Deustche Bank September 1994 - August 1998
Taco Bell April 1993 - September 1994
Skills
Internal Audit, Restructuring, Debt Restructuring, Financial Analysis, Internal Controls, Operational Risk..., Financial Risk, Risk Management, Strategic Financial..., IT Audit, Enterprise Risk..., Sarbanes-Oxley, Financial Modeling, Investment Banking, Hedge Funds, Sarbanes-Oxley Act, Finance, Banking, Capital Markets, Operational Risk, Derivatives
Education
California State University-Hayward 1995 — 1997
Master of Business Administration (MBA), Finance, General
UC Davis 1988 — 1993
Bachelor of Science (B.S.), Business/Managerial Economics
Itaú Unibanco February 2013 - Present
UBS December 2004 - January 2013
BNP Paribas Fortis May 2004 - October 2004
Kroll April 2001 - April 2004
PwC August 1998 - March 2001
Deustche Bank September 1994 - August 1998
Taco Bell April 1993 - September 1994
Skills
Internal Audit, Restructuring, Debt Restructuring, Financial Analysis, Internal Controls, Operational Risk..., Financial Risk, Risk Management, Strategic Financial..., IT Audit, Enterprise Risk..., Sarbanes-Oxley, Financial Modeling, Investment Banking, Hedge Funds, Sarbanes-Oxley Act, Finance, Banking, Capital Markets, Operational Risk, Derivatives
Education
California State University-Hayward 1995 — 1997
Master of Business Administration (MBA), Finance, General
UC Davis 1988 — 1993
Bachelor of Science (B.S.), Business/Managerial Economics
Sean Vinotheesan's UBS Experience July 2009 - January 2010
Job VP, Enterprise Risk Management at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Bank of America April 2013 - February 2014
Bank of America November 2011 - March 2013
Bank of America August 2010 - October 2011
UBS July 2009 - January 2010
Sigma Chi Fraternity January 2009 - January 2010
Inter Fraternity Council January 2009 - December 2009
First Financial Lending December 2007 - August 2008
Greenpoint Wholesale Mortgage November 2006 - December 2007
Equity One Financial June 2006 - September 2006
Skills
Risk Management, Financial Modeling, Process Improvement, Analysis, Loans, Credit Risk, Valuation, Program Management, Budgets, Mortgage Lending, Quality Assurance, Real Estate, Internal Controls, Customer Service, Auditing, SQL, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
MBA, Finance
California State University-Northridge 2006 — 2010
B.S., Finance
Wells Fargo March 2014 - Present
Bank of America April 2013 - February 2014
Bank of America November 2011 - March 2013
Bank of America August 2010 - October 2011
UBS July 2009 - January 2010
Sigma Chi Fraternity January 2009 - January 2010
Inter Fraternity Council January 2009 - December 2009
First Financial Lending December 2007 - August 2008
Greenpoint Wholesale Mortgage November 2006 - December 2007
Equity One Financial June 2006 - September 2006
Skills
Risk Management, Financial Modeling, Process Improvement, Analysis, Loans, Credit Risk, Valuation, Program Management, Budgets, Mortgage Lending, Quality Assurance, Real Estate, Internal Controls, Customer Service, Auditing, SQL, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
MBA, Finance
California State University-Northridge 2006 — 2010
B.S., Finance
Jake Hoskins's UBS Experience August 2008 - December 2008
Job Assistant Professor of Marketing at Millsaps College
Industry Marketing and Advertising
Experience
Millsaps College August 2015 - Present
University of Utah - Employment August 2012 - May 2015
University of Utah August 2010 - May 2015
University of Utah - Employment January 2011 - December 2014
Walgreens January 2010 - July 2010
UBS August 2008 - December 2008
Skills
Retail, Inventory Management, Sales, Customer Service, Time Management, PowerPoint, Microsoft Office, Marketing, Microsoft Excel, Market Research, Microsoft Word, Facebook, Public Speaking, Academic Tutoring, Regression Analysis, University Teaching, Statistical Data..., Academic Writing, Data Mining, Research, Statistics, Marketing Strategy, Statistical Modeling, Lecturing, SPSS, Data Analysis
Education
University of Utah 2010 — 2015
Doctor of Philosophy (Ph.D.), Business Administration (Marketing), 3.87 GPA
California State University-Chico 2006 — 2009
Bachelor of Arts (B.A.), Economics (International Economics), 3.62 GPA
California State University-Chico 2006 — 2009
Bachelor of Arts (B.A.), Music Industry & Technology (Recording Arts), 3.62 GPA
Millsaps College August 2015 - Present
University of Utah - Employment August 2012 - May 2015
University of Utah August 2010 - May 2015
University of Utah - Employment January 2011 - December 2014
Walgreens January 2010 - July 2010
UBS August 2008 - December 2008
Skills
Retail, Inventory Management, Sales, Customer Service, Time Management, PowerPoint, Microsoft Office, Marketing, Microsoft Excel, Market Research, Microsoft Word, Facebook, Public Speaking, Academic Tutoring, Regression Analysis, University Teaching, Statistical Data..., Academic Writing, Data Mining, Research, Statistics, Marketing Strategy, Statistical Modeling, Lecturing, SPSS, Data Analysis
Education
University of Utah 2010 — 2015
Doctor of Philosophy (Ph.D.), Business Administration (Marketing), 3.87 GPA
California State University-Chico 2006 — 2009
Bachelor of Arts (B.A.), Economics (International Economics), 3.62 GPA
California State University-Chico 2006 — 2009
Bachelor of Arts (B.A.), Music Industry & Technology (Recording Arts), 3.62 GPA
Neil Farrell's UBS Experience February 1996 - December 2005
Job Financial Advisor & President of Farrell Financial, LLC
Industry Financial Services
Experience
Farrell Financial, LLC May 2014 - Present
Carter Financial Management February 2009 - April 2014
Merrill Lynch January 2006 - January 2009
UBS February 1996 - December 2005
Skills
Retirement Planning, Mutual Funds, Series 7, Wealth Management, Fixed Annuities, Series 63, Retirement, Investments, Financial Analysis, IRAs, Strategic Financial..., Series 6, Securities, Life Insurance, Investment Advisory, Loans, Investment Management, 401k, Wealth, Asset Allocation, Insurance, Disability Insurance, Small Business, Banking, Finance
Education
Canisius College 1988 — 1990
MBA, Finance & Marketing
Canisius College
Bachelor of Science (B.S.), Finance, General
Farrell Financial, LLC May 2014 - Present
Carter Financial Management February 2009 - April 2014
Merrill Lynch January 2006 - January 2009
UBS February 1996 - December 2005
Skills
Retirement Planning, Mutual Funds, Series 7, Wealth Management, Fixed Annuities, Series 63, Retirement, Investments, Financial Analysis, IRAs, Strategic Financial..., Series 6, Securities, Life Insurance, Investment Advisory, Loans, Investment Management, 401k, Wealth, Asset Allocation, Insurance, Disability Insurance, Small Business, Banking, Finance
Education
Canisius College 1988 — 1990
MBA, Finance & Marketing
Canisius College
Bachelor of Science (B.S.), Finance, General
Jackie Koo's UBS Experience 1999 - 2000
Job Accountant at Fairmont Miramar Hotel & Bungalows
Industry Hospitality
Experience
Fairmont Miramar Hotel & Bungalows October 2012 - Present
Creative Artists Agency April 2008 - October 2012
The Mortgage Store Financial, Inc. September 2005 - April 2007
Countrywide May 2003 - September 2005
TV Guide 2000 - 2002
UBS 1999 - 2000
Skills
Oracle Financials, Opera Property..., Microsoft Dynamics, General Ledger, Accounting, AS400 system, 10 Key, Microsoft Office, Outlook
Education
California State University-Northridge
Bachelors of Science, Business Administration - Finance
Fairmont Miramar Hotel & Bungalows October 2012 - Present
Creative Artists Agency April 2008 - October 2012
The Mortgage Store Financial, Inc. September 2005 - April 2007
Countrywide May 2003 - September 2005
TV Guide 2000 - 2002
UBS 1999 - 2000
Skills
Oracle Financials, Opera Property..., Microsoft Dynamics, General Ledger, Accounting, AS400 system, 10 Key, Microsoft Office, Outlook
Education
California State University-Northridge
Bachelors of Science, Business Administration - Finance
Steven Sears's UBS Experience May 2004 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
First Republic Bank September 2012 - Present
Wells Fargo Advisors 2010 - 2012
Morgan Stanley Smith Barney March 2008 - June 2010
UBS May 2004 - March 2008
Nollenberger Capital Partners February 2002 - December 2002
Shott Capital Management March 2000 - February 2002
Advent Software March 1998 - March 2000
Charles Schwab September 1990 - March 1998
Skills
Leadership, Management, Financial Services, Sales, Securities, Banking, Investments, Series 63, Customer Service, Financial Analysis
Education
California State University-Sacramento 1987 — 1989
BS, Finance
Menlo College 1985 — 1987
Business
First Republic Bank September 2012 - Present
Wells Fargo Advisors 2010 - 2012
Morgan Stanley Smith Barney March 2008 - June 2010
UBS May 2004 - March 2008
Nollenberger Capital Partners February 2002 - December 2002
Shott Capital Management March 2000 - February 2002
Advent Software March 1998 - March 2000
Charles Schwab September 1990 - March 1998
Skills
Leadership, Management, Financial Services, Sales, Securities, Banking, Investments, Series 63, Customer Service, Financial Analysis
Education
California State University-Sacramento 1987 — 1989
BS, Finance
Menlo College 1985 — 1987
Business
Erica Walter's UBS Experience August 2004 - April 2006
Job Broker
Industry Insurance
Experience
L.A. Xcess Insurance Brokers, Inc. January 2013 - February 2015
Leavitt Insurance Agency November 2009 - November 2012
National Insurance Consultants, Inc. September 2006 - April 2009
UBS August 2004 - April 2006
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management
California State University-Long Beach 2001 — 2004
Bachelor of Arts (BA), Sociology
Orange Coast College 1999 — 2001
Associate of Arts (AA), Business Administration and Management, General
Marina High School 1995 — 1999
L.A. Xcess Insurance Brokers, Inc. January 2013 - February 2015
Leavitt Insurance Agency November 2009 - November 2012
National Insurance Consultants, Inc. September 2006 - April 2009
UBS August 2004 - April 2006
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management
California State University-Long Beach 2001 — 2004
Bachelor of Arts (BA), Sociology
Orange Coast College 1999 — 2001
Associate of Arts (AA), Business Administration and Management, General
Marina High School 1995 — 1999
James C. Riley, CRPC®'s UBS Experience September 2014 - Present
Job Senior Vice President Investments at UBS Financial Services
Industry Financial Services
Experience
UBS September 2014 - Present
Merrill Lynch July 1994 - September 2014
Education
California State University-Long Beach 1984 — 1991
Bachelor's Degree, Accounting and Business/Management and Communication
UBS September 2014 - Present
Merrill Lynch July 1994 - September 2014
Education
California State University-Long Beach 1984 — 1991
Bachelor's Degree, Accounting and Business/Management and Communication
Wes Calvert's UBS Experience March 2010 - June 2011
Job Analyst at Starboard Value LP
Industry Investment Management
Experience
Starboard Value February 2014 - Present
Credit Suisse July 2012 - February 2014
Credit Suisse June 2011 - August 2011
UBS March 2010 - June 2011
Financial Diligence Partners June 2010 - August 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Equities, Investments, Private Equity, Bloomberg, Due Diligence, DCF, Equity Research
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
BS in Business Administration, Finance, Economics, Accounting
El Modena High School 2004 — 2008
Starboard Value February 2014 - Present
Credit Suisse July 2012 - February 2014
Credit Suisse June 2011 - August 2011
UBS March 2010 - June 2011
Financial Diligence Partners June 2010 - August 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Equities, Investments, Private Equity, Bloomberg, Due Diligence, DCF, Equity Research
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
BS in Business Administration, Finance, Economics, Accounting
El Modena High School 2004 — 2008
Otto Stacey's UBS Experience May 1990 - March 2001
Job Technical Sales Specialist
Industry Oil & Energy
Experience
XXX July 2011 - Present
Major Oil Services Company July 2011 - Present
Citigroup March 2001 - November 2010
UBS May 1990 - March 2001
Accuride June 1985 - September 1990
Liberty Industries June 1975 - September 1985
Skills
Engineering, Quality Assurance, Product Development, Testing, Finance, Sustaining Engineering, Well Construction, Quotations, Direct Sales, New Business Development, Root Cause Analysis, Project Management, Business Strategy, Manufacturing, Operations Management, ProE, Non-Confrorming Review, MathCAD, Team Management
Education
Cal Poly Pomona 1980 — 1985
BSME, Mechanical Engineering
California State Polytechnic University-Pomona
BSME
XXX July 2011 - Present
Major Oil Services Company July 2011 - Present
Citigroup March 2001 - November 2010
UBS May 1990 - March 2001
Accuride June 1985 - September 1990
Liberty Industries June 1975 - September 1985
Skills
Engineering, Quality Assurance, Product Development, Testing, Finance, Sustaining Engineering, Well Construction, Quotations, Direct Sales, New Business Development, Root Cause Analysis, Project Management, Business Strategy, Manufacturing, Operations Management, ProE, Non-Confrorming Review, MathCAD, Team Management
Education
Cal Poly Pomona 1980 — 1985
BSME, Mechanical Engineering
California State Polytechnic University-Pomona
BSME
Philip Tran's UBS Experience 2011 - 2011
Job Student
Industry Health, Wellness and Fitness
Experience
UBS 2011 - 2011
R&D Technical Services 2010 - 2010
The Green Papaya 2007 - 2010
Skills
Social Networking, Strategic Planning, Public Relations, Fundraising, Social Media, Public Speaking
Education
California Polytechnic State University-San Luis Obispo 2007 — 2012
Bachelor of Science (BS), Biological Sciences, Anatomy and Physiology
Universidad Rey Juan Carlos
Spanish Language, Art History
UBS 2011 - 2011
R&D Technical Services 2010 - 2010
The Green Papaya 2007 - 2010
Skills
Social Networking, Strategic Planning, Public Relations, Fundraising, Social Media, Public Speaking
Education
California Polytechnic State University-San Luis Obispo 2007 — 2012
Bachelor of Science (BS), Biological Sciences, Anatomy and Physiology
Universidad Rey Juan Carlos
Spanish Language, Art History
Natalie De Anda's UBS Experience April 2004 - November 2006
Job Subscriptions & Book Services Associate at The Capital Group, Inc. at Kforce
Industry Libraries
Experience
K-force July 2015 - Present
LAC Group January 2015 - June 2015
KERN January 2011 - March 2015
Tailored--Knits That Fit 2014 - 2015
Tailored--Knits That Fit 2014 - 2015
Tailored--Knits That Fit 2014 - 2015
Creative Circle 2007 - July 2011
Comcast September 2010 - December 2010
LAC Group July 2007 - August 2010
UBS April 2004 - November 2006
Skills
Books, Online Research, Internet research, Library Reference, library circulation, Office Equipment, information literacy, Copy Editing, Proofreading, Marketing, Advertising, Information Literacy, Social Media, Library, Newsletters, Online Advertising, Editing, Integrated Marketing
Education
San Jose State University 2009 — 2012
Master's degree, Library Science
California State University-Northridge 1987 — 1995
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
K-force July 2015 - Present
LAC Group January 2015 - June 2015
KERN January 2011 - March 2015
Tailored--Knits That Fit 2014 - 2015
Tailored--Knits That Fit 2014 - 2015
Tailored--Knits That Fit 2014 - 2015
Creative Circle 2007 - July 2011
Comcast September 2010 - December 2010
LAC Group July 2007 - August 2010
UBS April 2004 - November 2006
Skills
Books, Online Research, Internet research, Library Reference, library circulation, Office Equipment, information literacy, Copy Editing, Proofreading, Marketing, Advertising, Information Literacy, Social Media, Library, Newsletters, Online Advertising, Editing, Integrated Marketing
Education
San Jose State University 2009 — 2012
Master's degree, Library Science
California State University-Northridge 1987 — 1995
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Ethan Tamarit's UBS Experience September 2003 - May 2005
Job
Industry
Experience
Morgan Coast Management September 2011 - December 2012
Flight Director, Inc January 2006 - December 2007
UBS September 2003 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Economics
Morgan Coast Management September 2011 - December 2012
Flight Director, Inc January 2006 - December 2007
UBS September 2003 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Economics
Kashif Rizvi's UBS Experience September 2011 - September 2012
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley June 2013 - April 2014
UBS September 2011 - September 2012
Yogurtland June 2010 - July 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Leadership, PowerPoint, Finance, Marketing, Social Networking, Analysis
Education
California State University-Long Beach 2010 — 2014
Bachelor of Science (B.S.), Finance
Morgan Stanley April 2014 - Present
Morgan Stanley June 2013 - April 2014
UBS September 2011 - September 2012
Yogurtland June 2010 - July 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Leadership, PowerPoint, Finance, Marketing, Social Networking, Analysis
Education
California State University-Long Beach 2010 — 2014
Bachelor of Science (B.S.), Finance
Kimberly Carvajal's UBS Experience March 2014 - Present
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS March 2014 - Present
Education
California State University-Long Beach 2009 — 2013
Bachelor's degree, Human Development and Family Studies, General
UBS March 2014 - Present
Education
California State University-Long Beach 2009 — 2013
Bachelor's degree, Human Development and Family Studies, General
Michael Calvillo's UBS Experience January 2013 - February 2013
Job Attended California State UniversityFullerton
Industry Financial Services
Experience
UBS January 2013 - February 2013
Macy's April 2012 - August 2012
Target June 2011 - March 2012
Skills
Financial Analysis, Financial Modeling, Finance, Investments, Accounting, Strategic Financial..., Corporate Finance, Banking, Credit, Financial Reporting, Microsoft Excel, Valuation, Loans, Retirement Planning, Risk Management, Credit Analysis
Education
California State University-Fullerton 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Santa Ana College 2009 — 2011
Associate's degree, Business
UBS January 2013 - February 2013
Macy's April 2012 - August 2012
Target June 2011 - March 2012
Skills
Financial Analysis, Financial Modeling, Finance, Investments, Accounting, Strategic Financial..., Corporate Finance, Banking, Credit, Financial Reporting, Microsoft Excel, Valuation, Loans, Retirement Planning, Risk Management, Credit Analysis
Education
California State University-Fullerton 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Santa Ana College 2009 — 2011
Associate's degree, Business
Jose Gilberto Gallardo's UBS Experience January 2008 - June 2009
Job Project Manager at U.S. Department of Housing and Urban Development
Industry Government Administration
Experience
U.S. Department of Housing and Urban Development September 2011 - Present
U.S. Department of Housing and Urban Development June 2009 - August 2011
UBS January 2008 - June 2009
Skills
Project Management, Affordable Housing..., Multifamily Finance, policies and Procedure..., Campaign Managment, Volunteer Recruiting
Education
California State University-Fullerton 2006 — 2010
Bachelor of Science (B.S.), Political Science and Government
U.S. Department of Housing and Urban Development September 2011 - Present
U.S. Department of Housing and Urban Development June 2009 - August 2011
UBS January 2008 - June 2009
Skills
Project Management, Affordable Housing..., Multifamily Finance, policies and Procedure..., Campaign Managment, Volunteer Recruiting
Education
California State University-Fullerton 2006 — 2010
Bachelor of Science (B.S.), Political Science and Government
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.