UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Employee
Years
Job
Industry
David A. McLellan David A. McLellan's UBS Experience April 2007 - September 2008
Job Senior Economist and Business Strategist at Packers Plus Energy Services Inc.
Industry Oil & Energy
Experience
Packers Plus February 2014 - Present
Petrobank Energy & Resources Ltd. August 2008 - September 2013
Energy Policy Institue of Canada (EPIC) March 2010 - November 2011
IOSA (In-Situ Oil Sands Alliance) 2009 - 2011
Canadian Forces February 2001 - November 2009
UBS April 2007 - September 2008
Cypress Capital Management March 2005 - March 2007
ATB Financial December 1999 - March 2005
Skills
Strategic Communications, Natural Gas, Business Strategy, Project Management, Leadership, Negotiation, Energy, Mergers & Acquisitions, Business Development, Microsoft Office, Risk Management, Strategic Planning, Petroleum, Public Relations, Public Policy, Project Planning, Team Leadership, Oil/Gas, Change Management, Financial Analysis, Politics, Management, Analysis, Team Building, Business Planning, Economics, Policy, Budgets, Strategy, Management Consulting, Contract Negotiation, Government, Intellectual Property, Oil & Gas
Education
University of Tulsa 2013 — 2015
Master of Energy Business, Business/Oil&Gas focus
Licensing Executives Society
Masters Class: Principles & Practices
Intellectual Property Institute of Canada - McGill
Exploiting IP Rights: A Worldwide Startegy
Carleton University 1988 — 1992
Bachelor of Arts, Economics
SRB
GCHS
Packers Plus February 2014 - Present
Petrobank Energy & Resources Ltd. August 2008 - September 2013
Energy Policy Institue of Canada (EPIC) March 2010 - November 2011
IOSA (In-Situ Oil Sands Alliance) 2009 - 2011
Canadian Forces February 2001 - November 2009
UBS April 2007 - September 2008
Cypress Capital Management March 2005 - March 2007
ATB Financial December 1999 - March 2005
Skills
Strategic Communications, Natural Gas, Business Strategy, Project Management, Leadership, Negotiation, Energy, Mergers & Acquisitions, Business Development, Microsoft Office, Risk Management, Strategic Planning, Petroleum, Public Relations, Public Policy, Project Planning, Team Leadership, Oil/Gas, Change Management, Financial Analysis, Politics, Management, Analysis, Team Building, Business Planning, Economics, Policy, Budgets, Strategy, Management Consulting, Contract Negotiation, Government, Intellectual Property, Oil & Gas
Education
University of Tulsa 2013 — 2015
Master of Energy Business, Business/Oil&Gas focus
Licensing Executives Society
Masters Class: Principles & Practices
Intellectual Property Institute of Canada - McGill
Exploiting IP Rights: A Worldwide Startegy
Carleton University 1988 — 1992
Bachelor of Arts, Economics
SRB
GCHS
Anita Sands Anita Sands's UBS Experience April 2012 - September 2013
Job Board Director at Symantec & Service Now
Industry Information Technology and Services
Experience
ServiceNow - The Enterprise IT Cloud Company July 2014 - Present
Symantec October 2013 - Present
UBS April 2012 - September 2013
UBS April 2010 - April 2012
UBS September 2009 - April 2010
Citigroup 2008 - 2009
RBC 2006 - 2008
Skills
Business Analysis, IT Operations, Six Sigma, Business Development, Research, Business Strategy, Strategy, Management, Business Intelligence, Service Delivery, P&L Management, Banking
Education
Carnegie Mellon University 2000 — 2002
MSPPM, Public Policy & Management
Queen's University Belfast 1997 — 2001
PhD, Atomic & Molecular Physics
Queen's University Belfast 1994 — 1997
BSc (Hons), Physics & Applied Maths
ServiceNow - The Enterprise IT Cloud Company July 2014 - Present
Symantec October 2013 - Present
UBS April 2012 - September 2013
UBS April 2010 - April 2012
UBS September 2009 - April 2010
Citigroup 2008 - 2009
RBC 2006 - 2008
Skills
Business Analysis, IT Operations, Six Sigma, Business Development, Research, Business Strategy, Strategy, Management, Business Intelligence, Service Delivery, P&L Management, Banking
Education
Carnegie Mellon University 2000 — 2002
MSPPM, Public Policy & Management
Queen's University Belfast 1997 — 2001
PhD, Atomic & Molecular Physics
Queen's University Belfast 1994 — 1997
BSc (Hons), Physics & Applied Maths
Laura Dainton Laura Dainton's UBS Experience January 2007 - July 2008
Job Financial Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2011 - Present
JPMorgan Chase July 2008 - October 2011
UBS January 2007 - July 2008
Butler Wick 2008 - 2008
Skills
Financial Reporting &..., Forecasting, Planning, SAP, Essbase, Business Objects, Business Management, Business Case..., Microsoft Office, Financial Analysis, Corporate Finance, Management, Strategic Planning, Financial Modeling, Finance, Project Planning, Analysis, Business Analysis
Education
Capital University 2012 — 2014
Master of Business Administration (MBA), Finance
The Ohio State University 2003 — 2008
Bachelor of Science (BS), Economics
JPMorgan Chase October 2011 - Present
JPMorgan Chase July 2008 - October 2011
UBS January 2007 - July 2008
Butler Wick 2008 - 2008
Skills
Financial Reporting &..., Forecasting, Planning, SAP, Essbase, Business Objects, Business Management, Business Case..., Microsoft Office, Financial Analysis, Corporate Finance, Management, Strategic Planning, Financial Modeling, Finance, Project Planning, Analysis, Business Analysis
Education
Capital University 2012 — 2014
Master of Business Administration (MBA), Finance
The Ohio State University 2003 — 2008
Bachelor of Science (BS), Economics
Haoran Zhao Haoran Zhao's UBS Experience June 2014 - August 2014
Job Quantitative Investment Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
UBS June 2014 - August 2014
Morgan Stanley Huaxin Securities June 2013 - August 2013
Southeast University Student Union June 2009 - May 2010
Skills
Portfolio Management, Machine Learning, Trading, Python, Matlab, C++, R, SQL, VBA, Optimization, Bloomberg, Financial Modeling, C, Options, Fixed Income
Education
Cornell University 2013 — 2014
Master's degree, Financial Engineering
Carnegie Mellon University 2011 — 2013
Master's degree, Mechanical Engineering
Southeast University 2007 — 2011
Bachelor's degree, Thermal Energy and Power Engineering
UBS June 2014 - August 2014
Morgan Stanley Huaxin Securities June 2013 - August 2013
Southeast University Student Union June 2009 - May 2010
Skills
Portfolio Management, Machine Learning, Trading, Python, Matlab, C++, R, SQL, VBA, Optimization, Bloomberg, Financial Modeling, C, Options, Fixed Income
Education
Cornell University 2013 — 2014
Master's degree, Financial Engineering
Carnegie Mellon University 2011 — 2013
Master's degree, Mechanical Engineering
Southeast University 2007 — 2011
Bachelor's degree, Thermal Energy and Power Engineering
Jonathan Mauldin Jonathan Mauldin's UBS Experience June 2007 - September 2007
Job Vice President of Investments at Elad National Properties
Industry Financial Services
Experience
Elad National Properties LLC August 2012 - Present
Gazit Globe May 2011 - August 2012
A-T-F Commercial, Inc. August 2008 - May 2011
USIS Capital September 2007 - May 2011
UBS June 2007 - September 2007
ABN AMRO June 2006 - August 2006
Deutsche Bank June 2005 - August 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Stata, Access, QuickBooks, German, Swiss German, French, Spanish, Italian, Russian, Romanian, Visio
Education
Northwestern University 2005 — 2007
BA, Economics
Cardiff University / Prifysgol Caerdydd 2003 — 2005
Certificate, Economics and Management
Elad National Properties LLC August 2012 - Present
Gazit Globe May 2011 - August 2012
A-T-F Commercial, Inc. August 2008 - May 2011
USIS Capital September 2007 - May 2011
UBS June 2007 - September 2007
ABN AMRO June 2006 - August 2006
Deutsche Bank June 2005 - August 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Stata, Access, QuickBooks, German, Swiss German, French, Spanish, Italian, Russian, Romanian, Visio
Education
Northwestern University 2005 — 2007
BA, Economics
Cardiff University / Prifysgol Caerdydd 2003 — 2005
Certificate, Economics and Management
Harun Ata Harun Ata's UBS Experience October 2014 - Present
Job Authorized OfficerIT Business Analyst
Industry Financial Services
Experience
UBS October 2014 - Present
Northern Trust Corporation December 2013 - September 2014
Northern Trust Corporation April 2012 - December 2013
JPMorgan Chase February 2011 - January 2012
U.S. Bank November 2009 - February 2011
Kuanta Construction Company May 2008 - August 2008
Electronic Data Systems June 2007 - April 2008
Skills
Microsoft Office, Operations Management, Leadership Development, Outlook, Access, PowerPoint, Customer Service, Excel, Visio, Telephone Skills, Research, Lotus Notes, Coaching, Computer Hardware, Internet Explorer, Sales Management, Procurement, Business Strategy, Turkish, VPN, Counseling, Servers, Word, Customer Relations, Supervisory Skills, Problem Solving, Documentation, Data Entry, Customer Satisfaction, Time Management, Spreadsheets, PeopleSoft, Hiring, Scheduling, Team Leadership, Database Administration, Microsoft Word, Finance, Microsoft Excel
Education
University of Phoenix 2009 — 2013
Masters of Business Administration, Progress
Central Michigan University 2002 — 2007
Bachelor of Science, Business Administration; Finance, International Business
UBS October 2014 - Present
Northern Trust Corporation December 2013 - September 2014
Northern Trust Corporation April 2012 - December 2013
JPMorgan Chase February 2011 - January 2012
U.S. Bank November 2009 - February 2011
Kuanta Construction Company May 2008 - August 2008
Electronic Data Systems June 2007 - April 2008
Skills
Microsoft Office, Operations Management, Leadership Development, Outlook, Access, PowerPoint, Customer Service, Excel, Visio, Telephone Skills, Research, Lotus Notes, Coaching, Computer Hardware, Internet Explorer, Sales Management, Procurement, Business Strategy, Turkish, VPN, Counseling, Servers, Word, Customer Relations, Supervisory Skills, Problem Solving, Documentation, Data Entry, Customer Satisfaction, Time Management, Spreadsheets, PeopleSoft, Hiring, Scheduling, Team Leadership, Database Administration, Microsoft Word, Finance, Microsoft Excel
Education
University of Phoenix 2009 — 2013
Masters of Business Administration, Progress
Central Michigan University 2002 — 2007
Bachelor of Science, Business Administration; Finance, International Business
Xiaoyang (Vincent) WU Xiaoyang (Vincent) WU's UBS Experience June 2015 - August 2015
Job M.S. Computational Finance Student at Carnegie Mellon University, Tepper School of Business
Industry Financial Services
Experience
UBS June 2015 - August 2015
Shanghai Key Laboratory of Financial Information Technology July 2013 - June 2014
Shanghai Key Laboratory of Financial Information Technology November 2012 - June 2013
Industrial and Commercial Bank of China August 2012 - August 2012
Skills
Matlab, C++, Financial Modeling, Mathematical Modeling, R, Fixed Income, Equity Trading, Java, VBA, Statistics, Quantitative Research, Quantitative Finance, Derivatives
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
MS in Computational Finance, Financial Mathematics
Shanghai University of Finance and Economics 2009 — 2013
Bachelor of Economics, Banking and International Finance
UCL 2011 — 2012
Affiliate Management Studies
UBS June 2015 - August 2015
Shanghai Key Laboratory of Financial Information Technology July 2013 - June 2014
Shanghai Key Laboratory of Financial Information Technology November 2012 - June 2013
Industrial and Commercial Bank of China August 2012 - August 2012
Skills
Matlab, C++, Financial Modeling, Mathematical Modeling, R, Fixed Income, Equity Trading, Java, VBA, Statistics, Quantitative Research, Quantitative Finance, Derivatives
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
MS in Computational Finance, Financial Mathematics
Shanghai University of Finance and Economics 2009 — 2013
Bachelor of Economics, Banking and International Finance
UCL 2011 — 2012
Affiliate Management Studies
Kevin So Kevin So's UBS Experience July 2008 - August 2013
Job Emerging Markets FX/Rates Trade Support Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
UBS July 2008 - August 2013
UBS June 2007 - August 2007
Bank of New York Mellon May 2006 - August 2006
Skills
Securities, Middle Office, Derivatives, Fixed Income, Bloomberg, Trading, Risk Management, Interest Rate..., Swaps, Options, VBA, Reuters, Markitwire, Microsoft Excel, Emerging Markets
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2008
B.S., Business Administration (Finance & Marketing)
J.P. Morgan August 2013 - Present
UBS July 2008 - August 2013
UBS June 2007 - August 2007
Bank of New York Mellon May 2006 - August 2006
Skills
Securities, Middle Office, Derivatives, Fixed Income, Bloomberg, Trading, Risk Management, Interest Rate..., Swaps, Options, VBA, Reuters, Markitwire, Microsoft Excel, Emerging Markets
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2008
B.S., Business Administration (Finance & Marketing)
Robert Sechan's UBS Experience 2008 - Present
Job Managing Director at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management September 2008 - Present
UBS 2008 - Present
Lehman Brothers September 2003 - September 2008
Morgan Stanley 1996 - 2003
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
MBA, Finance and Economics
Carnegie Mellon University 1988 — 1992
BS in Industrial Administration, Economics
UBS Wealth Management September 2008 - Present
UBS 2008 - Present
Lehman Brothers September 2003 - September 2008
Morgan Stanley 1996 - 2003
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
MBA, Finance and Economics
Carnegie Mellon University 1988 — 1992
BS in Industrial Administration, Economics
Hannah Dai Hannah Dai's UBS Experience June 2008 - August 2008
Job Senior Analyst at Western Union Digital Ventures
Industry Financial Services
Experience
Western Union Digital Ventures July 2013 - Present
SGX December 2011 - January 2013
Barclays Capital February 2009 - March 2011
UBS June 2008 - August 2008
Goldman Sachs February 2007 - May 2007
CICC May 2006 - September 2006
Skills
Equities, Fixed Income, Derivatives, Bloomberg, Capital Markets, Investment Banking, Hedge Funds, Financial Markets, Trading, Financial Modeling, Portfolio Management, Asset Management, Options, Investments, Financial Risk, Equity Derivatives
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2008
Master of Science, Computational Finance
Peking University 2001 — 2007
Risk Management and Insurance, Economics
Western Union Digital Ventures July 2013 - Present
SGX December 2011 - January 2013
Barclays Capital February 2009 - March 2011
UBS June 2008 - August 2008
Goldman Sachs February 2007 - May 2007
CICC May 2006 - September 2006
Skills
Equities, Fixed Income, Derivatives, Bloomberg, Capital Markets, Investment Banking, Hedge Funds, Financial Markets, Trading, Financial Modeling, Portfolio Management, Asset Management, Options, Investments, Financial Risk, Equity Derivatives
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2008
Master of Science, Computational Finance
Peking University 2001 — 2007
Risk Management and Insurance, Economics
Irina Royter Irina Royter's UBS Experience August 2011 - August 2012
Job Contract Translator/Interpreter at FREELANCE TRANSLATIONS
Industry Financial Services
Experience
Freelance Translations August 2012 - Present
UBS August 2011 - August 2012
American Councils ACTR/ACCELS January 2008 - November 2011
American Councils ACTR/ACCELS May 2006 - January 2008
2005 and August 2005Ukrainian National Information Service (UNIS) June 2005 - August 2005
Appalachian College Association Ledford Scholarship May 2005 - June 2005
Skills
Ukrainian, Research, English, Translation, Russian, International Relations, Data Analysis, Leadership, Project Management, Politics, Management, Microsoft Office, Time Management, Budgets, Policy, Proposal Writing, Fundraising, Teamwork, Nonprofits, Policy Analysis, Program Management
Education
St Mary's University College, Twickenham, London 2011 — 2012
Postgraduate Certificate (PGC), International Business Practice
Ferrum College 2004 — 2006
Bachelor of Arts (B.A.), International/Global Studies ; Russian, 3.66
Central Piedmont Community College 2001 — 2002
Associate of Arts (A.A.)
Freelance Translations August 2012 - Present
UBS August 2011 - August 2012
American Councils ACTR/ACCELS January 2008 - November 2011
American Councils ACTR/ACCELS May 2006 - January 2008
2005 and August 2005Ukrainian National Information Service (UNIS) June 2005 - August 2005
Appalachian College Association Ledford Scholarship May 2005 - June 2005
Skills
Ukrainian, Research, English, Translation, Russian, International Relations, Data Analysis, Leadership, Project Management, Politics, Management, Microsoft Office, Time Management, Budgets, Policy, Proposal Writing, Fundraising, Teamwork, Nonprofits, Policy Analysis, Program Management
Education
St Mary's University College, Twickenham, London 2011 — 2012
Postgraduate Certificate (PGC), International Business Practice
Ferrum College 2004 — 2006
Bachelor of Arts (B.A.), International/Global Studies ; Russian, 3.66
Central Piedmont Community College 2001 — 2002
Associate of Arts (A.A.)
Grace Shin's UBS Experience February 2012 - November 2014
Job BA/PM at HSBC
Industry Financial Services
Experience
HSBC November 2014 - Present
UBS February 2012 - November 2014
Environmental Defense Fund June 2010 - August 2010
Skills
Project Management, Software Development..., Agile & Waterfall..., MS Project, Microsoft Excel, PowerPoint, Visio, Microsoft Office..., Project Server, JIRA, ITIL v3 Foundations..., Microsoft Word, Databases, Research, SQL, AutoCAD, Business Analysis, Leadership, Microsoft Project, Risk Management, SDLC, Software Documentation, Strategy
Education
Carnegie Mellon University 2007 — 2011
Bachelor of Science (B.S.), Civil Engineering
HSBC November 2014 - Present
UBS February 2012 - November 2014
Environmental Defense Fund June 2010 - August 2010
Skills
Project Management, Software Development..., Agile & Waterfall..., MS Project, Microsoft Excel, PowerPoint, Visio, Microsoft Office..., Project Server, JIRA, ITIL v3 Foundations..., Microsoft Word, Databases, Research, SQL, AutoCAD, Business Analysis, Leadership, Microsoft Project, Risk Management, SDLC, Software Documentation, Strategy
Education
Carnegie Mellon University 2007 — 2011
Bachelor of Science (B.S.), Civil Engineering
Arnab Kumar Arnab Kumar's UBS Experience June 2008 - March 2010
Job Software Engineer at Confidential Hedgefund
Industry Capital Markets
Experience
Confidential Hedgefund April 2010 - Present
UBS June 2008 - March 2010
Skills
Java, Python, J2EE Application..., Spring, Hibernate, JavaScript, Perl, Struts, Oracle, Financial Modeling, Web Applications
Education
Carnegie Mellon University 2004 — 2008
Confidential Hedgefund April 2010 - Present
UBS June 2008 - March 2010
Skills
Java, Python, J2EE Application..., Spring, Hibernate, JavaScript, Perl, Struts, Oracle, Financial Modeling, Web Applications
Education
Carnegie Mellon University 2004 — 2008
Tracey McGinnis Tracey McGinnis's UBS Experience January 2006 - December 2008
Job Contracts and Pricing Administrator at Maquet Getinge Group
Industry Executive Office
Experience
Maquet Getinge Group March 2015 - Present
Churchill Corporate Services July 2014 - February 2015
Montclair State University May 2013 - July 2014
Audible, Inc. (an Amazon company) May 2012 - May 2013
Montclair State University May 2010 - May 2013
South Orange/Maplewood School District January 2009 - May 2010
UBS January 2006 - December 2008
UBS Wealth Management August 2004 - December 2005
Skills
Event Planning, Public Speaking, Access, SharePoint, Analysis, Time Management, Management, Negotiation, Project Planning, Sales, Team Leadership, Budgets, Outlook, Microsoft Word, PowerPoint, Event Management, Administrative..., Project Coordination, Visio, Microsoft Excel, Strategic Planning, Human Resources, Contract Negotiation, Payroll, Teamwork, Marketing, Vendor Management, Training, Program Management
Education
Centenary College
BSBA, Business Administration
Montclair High School
Maquet Getinge Group March 2015 - Present
Churchill Corporate Services July 2014 - February 2015
Montclair State University May 2013 - July 2014
Audible, Inc. (an Amazon company) May 2012 - May 2013
Montclair State University May 2010 - May 2013
South Orange/Maplewood School District January 2009 - May 2010
UBS January 2006 - December 2008
UBS Wealth Management August 2004 - December 2005
Skills
Event Planning, Public Speaking, Access, SharePoint, Analysis, Time Management, Management, Negotiation, Project Planning, Sales, Team Leadership, Budgets, Outlook, Microsoft Word, PowerPoint, Event Management, Administrative..., Project Coordination, Visio, Microsoft Excel, Strategic Planning, Human Resources, Contract Negotiation, Payroll, Teamwork, Marketing, Vendor Management, Training, Program Management
Education
Centenary College
BSBA, Business Administration
Montclair High School
Jennifer Stokes's UBS Experience October 2011 - November 2012
Job
Industry Information Technology and Services
Experience
L'Oréal May 2014 - August 2015
Apple January 2013 - May 2014
UBS October 2011 - November 2012
UBS August 2010 - September 2011
Johnson & Johnson June 2009 - July 2010
Johnson & Johnson June 2007 - June 2009
Apple May 2006 - August 2006
MTV Networks May 2005 - August 2005
Education
Carnegie Mellon University
B.S., Technical Writing and Communication; Human Computer Interaction
University of London, St. Mary's (Twickenham)
Postgraduate, International Business Management
L'Oréal May 2014 - August 2015
Apple January 2013 - May 2014
UBS October 2011 - November 2012
UBS August 2010 - September 2011
Johnson & Johnson June 2009 - July 2010
Johnson & Johnson June 2007 - June 2009
Apple May 2006 - August 2006
MTV Networks May 2005 - August 2005
Education
Carnegie Mellon University
B.S., Technical Writing and Communication; Human Computer Interaction
University of London, St. Mary's (Twickenham)
Postgraduate, International Business Management
Christine McGarry's UBS Experience March 1998 - September 2001
Job SVP, Head of US Operations at Abbey National Treasury Services
Industry Banking
Experience
Abbey National Treasury Services, part of the Santander Group March 2014 - Present
Abbey National Treasury Services, part of the Santander Group March 2008 - March 2014
Abbey National Securities, Inc. October 2005 - March 2008
Abbey National Securities, Inc. September 2001 - October 2005
UBS March 1998 - September 2001
Niederhoffer Investments March 1997 - March 1998
Skills
Operations Management, Middle Office, Banking, Cash Management, Payments, Commercial Paper, US Treasuries, Data Analysis, Operational Risk..., Back Office, Capital Markets, Collateral Management, Finance, Financial Risk, Financial Services, Fixed Income, Investment Banking, Risk Management, Operational Risk, Project Management, Settlement
Education
Central Connecticut State University
Bachelor's degree, Mathematics
Abbey National Treasury Services, part of the Santander Group March 2014 - Present
Abbey National Treasury Services, part of the Santander Group March 2008 - March 2014
Abbey National Securities, Inc. October 2005 - March 2008
Abbey National Securities, Inc. September 2001 - October 2005
UBS March 1998 - September 2001
Niederhoffer Investments March 1997 - March 1998
Skills
Operations Management, Middle Office, Banking, Cash Management, Payments, Commercial Paper, US Treasuries, Data Analysis, Operational Risk..., Back Office, Capital Markets, Collateral Management, Finance, Financial Risk, Financial Services, Fixed Income, Investment Banking, Risk Management, Operational Risk, Project Management, Settlement
Education
Central Connecticut State University
Bachelor's degree, Mathematics
Scott Damen, CRPC Scott Damen, CRPC's UBS Experience May 1997 - September 2002
Job Founder at Damen Financial
Industry Financial Services
Experience
Damen Financial March 2013 - Present
OppenheimerFunds January 2007 - January 2013
Invesco Ltd. October 2003 - January 2007
UBS May 1997 - September 2002
Skills
Series 65, Investment Strategies, Asset Allocation, Investment Advisory, Wealth Management, Equities, Fixed Income, Relationship Management, Alternative Investments, ETFs, Bloomberg, Strategic Financial..., Financial Services, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, 401k, Retirement, Securities, Finance, Financial Advisory, Financial Planning
Education
Castleton State College 1995 — 1997
BS, Marketing
Damen Financial March 2013 - Present
OppenheimerFunds January 2007 - January 2013
Invesco Ltd. October 2003 - January 2007
UBS May 1997 - September 2002
Skills
Series 65, Investment Strategies, Asset Allocation, Investment Advisory, Wealth Management, Equities, Fixed Income, Relationship Management, Alternative Investments, ETFs, Bloomberg, Strategic Financial..., Financial Services, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, 401k, Retirement, Securities, Finance, Financial Advisory, Financial Planning
Education
Castleton State College 1995 — 1997
BS, Marketing
Benjamin Kuttler Benjamin Kuttler's UBS Experience June 2014 - Present
Job Analyst at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
Quad/Graphics September 2012 - June 2014
Quad/Graphics January 2010 - August 2012
Skills
Adaptation, Customer Service, Scheduling, Labor Management, Change, Training, Recruiting, Internal Communications, Process Scheduler
Education
Carthage College 2005 — 2009
Bachelor of Arts, Cum laude, Business Administration and Marketing, 3.6/4.0
UBS June 2014 - Present
Quad/Graphics September 2012 - June 2014
Quad/Graphics January 2010 - August 2012
Skills
Adaptation, Customer Service, Scheduling, Labor Management, Change, Training, Recruiting, Internal Communications, Process Scheduler
Education
Carthage College 2005 — 2009
Bachelor of Arts, Cum laude, Business Administration and Marketing, 3.6/4.0
Lisa Varian's UBS Experience 1998 - 1999
Job Human Resources Professional ✔ Compensation ✔ Training ✔ Project Management
Industry Education Management
Experience
Public and private schools 2000 - 2015
Pitney Bowes 1999 - 2000
UBS 1998 - 1999
Cendant Mobility now Cartus 1995 - 1998
Smith Barney 1992 - 1995
Towers Perrin now Towers Watson 1989 - 1992
Skills
Human Resources, Compensation..., Relationship Management, Job Analysis, Salary Review, Salary Surveys, Market Analysis, Report Preparation, Bonus Programs, Expense Reports, Research & Analysis, Data Analysis, Program Management, Corporate Relocation, Training, Coaching, Mentoring, Project Management, Spreadsheets, Conflict Resolution, Curriculum Design, Problem Solving, Team Building, Presentation Skills, Oral & Written..., Leadership, Customer Service
Education
The Catholic University of America
Bachelor’s Degree
Central Connecticut State University
Master’s Degree
New Canaan High School
High School
Public and private schools 2000 - 2015
Pitney Bowes 1999 - 2000
UBS 1998 - 1999
Cendant Mobility now Cartus 1995 - 1998
Smith Barney 1992 - 1995
Towers Perrin now Towers Watson 1989 - 1992
Skills
Human Resources, Compensation..., Relationship Management, Job Analysis, Salary Review, Salary Surveys, Market Analysis, Report Preparation, Bonus Programs, Expense Reports, Research & Analysis, Data Analysis, Program Management, Corporate Relocation, Training, Coaching, Mentoring, Project Management, Spreadsheets, Conflict Resolution, Curriculum Design, Problem Solving, Team Building, Presentation Skills, Oral & Written..., Leadership, Customer Service
Education
The Catholic University of America
Bachelor’s Degree
Central Connecticut State University
Master’s Degree
New Canaan High School
High School
William Kugler, FRM William Kugler, FRM's UBS Experience 1996 - 1997
Job Chief Market and Liquidity Risk Officer at Capital One
Industry Financial Services
Experience
Capital One April 2012 - Present
KeyBank 2010 - 2012
Newedge 2008 - 2010
J.P. Morgan 2006 - 2008
J.P. Morgan 2002 - 2006
J.P. Morgan 1997 - 2002
UBS 1996 - 1997
Citi 1994 - 1996
US Navy 1988 - 1992
Skills
Market Risk, Fixed Income, ALM, Financial Risk, Derivatives, Counterparty Risk, Liquidity Risk, Foreign Exchange, Interest Rate Risk..., Interest Rate..., Treasury Management, VAR, Capital Markets, Investment Management, Trade Compliance, Regulatory Affairs, Board Relations, FX Options, Hedge Funds, Basel II, Portfolio Management, Financial Markets, Credit Derivatives, Credit, Risk Management, Economic Capital, Bloomberg, Product Control, Credit Risk, Trading, Asset Management, Enterprise Risk...
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1994
MBA, Finance
Rensselaer Polytechnic Institute 1984 — 1988
B.S., Mathematics
Capital One April 2012 - Present
KeyBank 2010 - 2012
Newedge 2008 - 2010
J.P. Morgan 2006 - 2008
J.P. Morgan 2002 - 2006
J.P. Morgan 1997 - 2002
UBS 1996 - 1997
Citi 1994 - 1996
US Navy 1988 - 1992
Skills
Market Risk, Fixed Income, ALM, Financial Risk, Derivatives, Counterparty Risk, Liquidity Risk, Foreign Exchange, Interest Rate Risk..., Interest Rate..., Treasury Management, VAR, Capital Markets, Investment Management, Trade Compliance, Regulatory Affairs, Board Relations, FX Options, Hedge Funds, Basel II, Portfolio Management, Financial Markets, Credit Derivatives, Credit, Risk Management, Economic Capital, Bloomberg, Product Control, Credit Risk, Trading, Asset Management, Enterprise Risk...
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1994
MBA, Finance
Rensselaer Polytechnic Institute 1984 — 1988
B.S., Mathematics
Jonathan A. Cohen's UBS Experience June 2010 - August 2010
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2013 - Present
Credit-Suisse October 2012 - November 2013
Morgan Stanley June 2012 - September 2012
Perella Weinberg Partners June 2011 - August 2011
Blue Heron Capital September 2010 - March 2011
UBS June 2010 - August 2010
Douglas Development September 2009 - January 2010
SAC Capital June 2009 - August 2009
Skills
Financial Modeling, Economics, Bloomberg, Financial Analysis, Leadership, Investment Banking, Market Research, Valuation, Analysis, Research, Investments, Emerging Markets, Management, Finance, Private Equity, Bloomberg Terminal, Corporate Finance, Fixed Income, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Due Diligence, LBO
Education
The George Washington University 2008 — 2012
Bachelors of Business Administration, Finance, Economics, Summa Cum Laude
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, Finance, Economics, Summa Cum Laude
Cass Business School 2011 — 2011
Finance, Economics
YOF 2004 — 2008
Diploma, Economics
J.P. Morgan November 2013 - Present
Credit-Suisse October 2012 - November 2013
Morgan Stanley June 2012 - September 2012
Perella Weinberg Partners June 2011 - August 2011
Blue Heron Capital September 2010 - March 2011
UBS June 2010 - August 2010
Douglas Development September 2009 - January 2010
SAC Capital June 2009 - August 2009
Skills
Financial Modeling, Economics, Bloomberg, Financial Analysis, Leadership, Investment Banking, Market Research, Valuation, Analysis, Research, Investments, Emerging Markets, Management, Finance, Private Equity, Bloomberg Terminal, Corporate Finance, Fixed Income, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Due Diligence, LBO
Education
The George Washington University 2008 — 2012
Bachelors of Business Administration, Finance, Economics, Summa Cum Laude
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, Finance, Economics, Summa Cum Laude
Cass Business School 2011 — 2011
Finance, Economics
YOF 2004 — 2008
Diploma, Economics
Chandra Mouli Tamvada Chandra Mouli Tamvada's UBS Experience March 2012 - January 2013
Job Business Manager Finance at Cisco Systems
Industry Financial Services
Experience
Cisco Systems January 2013 - Present
UBS March 2012 - January 2013
UBS June 2011 - August 2011
Credit Suisse December 2007 - June 2010
Irevna Research Services May 2007 - December 2007
HCL Technologies 2006 - 2007
Skills
Financial Modeling, Fixed Income, Derivatives, Trading, Financial Markets, Equities, Risk Management, Strategy, Equity Derivatives, Business Analysis, Analysis, FX Options, Hedge Funds
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
MSCF, Finance, Mathematics and Programming
Indian Institute of Foreign Trade 2004 — 2006
MBA, International Business/ Finance
CFA Institute
Global Association of Risk Professionals (GARP)
FRM, Derivatives and Risk Management
Osmania University
B.E, Computer Science and Engineering
Cisco Systems January 2013 - Present
UBS March 2012 - January 2013
UBS June 2011 - August 2011
Credit Suisse December 2007 - June 2010
Irevna Research Services May 2007 - December 2007
HCL Technologies 2006 - 2007
Skills
Financial Modeling, Fixed Income, Derivatives, Trading, Financial Markets, Equities, Risk Management, Strategy, Equity Derivatives, Business Analysis, Analysis, FX Options, Hedge Funds
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
MSCF, Finance, Mathematics and Programming
Indian Institute of Foreign Trade 2004 — 2006
MBA, International Business/ Finance
CFA Institute
Global Association of Risk Professionals (GARP)
FRM, Derivatives and Risk Management
Osmania University
B.E, Computer Science and Engineering
Won Dechpinya Won Dechpinya's UBS Experience June 2011 - July 2011
Job Junior Associate at McKinsey & Company
Industry Information Technology and Services
Experience
McKinsey & Company December 2014 - Present
Deloitte September 2013 - September 2014
Deloitte Consulting LLP February 2012 - August 2013
Carnegie Mellon University January 2011 - November 2011
UBS June 2011 - July 2011
Community Health Clinic January 2011 - May 2011
IBM Thailand - Global Business Services May 2010 - July 2010
Skills
Statistics, Analysis, Mathematics, Minitab, Java, Data Analysis, SQL, Visio, Business Analysis, HTML, Microsoft Office, Access, Databases, Management, SDLC
Education
Carnegie Mellon University 2010 — 2011
Master, Information Systems Management
Chulalongkorn University 2006 — 2010
Bachelor, Information and Communication Engineering
Dartmouth College 2009 — 2009
Exchange Student, Thayer School of Engineering
Triamudom Suksa School 2003 — 2006
High School, Math-Science-Computer
McKinsey & Company December 2014 - Present
Deloitte September 2013 - September 2014
Deloitte Consulting LLP February 2012 - August 2013
Carnegie Mellon University January 2011 - November 2011
UBS June 2011 - July 2011
Community Health Clinic January 2011 - May 2011
IBM Thailand - Global Business Services May 2010 - July 2010
Skills
Statistics, Analysis, Mathematics, Minitab, Java, Data Analysis, SQL, Visio, Business Analysis, HTML, Microsoft Office, Access, Databases, Management, SDLC
Education
Carnegie Mellon University 2010 — 2011
Master, Information Systems Management
Chulalongkorn University 2006 — 2010
Bachelor, Information and Communication Engineering
Dartmouth College 2009 — 2009
Exchange Student, Thayer School of Engineering
Triamudom Suksa School 2003 — 2006
High School, Math-Science-Computer
Stephanie Knerr Stephanie Knerr's UBS Experience January 2008 - December 2008
Job Associate Director Global Training at Johnson and Johnson Consumer
Industry Accounting
Experience
Johnson and Johnson Consumer January 2013 - Present
KPMG US June 2012 - January 2013
Unilever January 2009 - August 2012
Unilever January 2009 - June 2012
UBS Wealth Management January 2008 - January 2009
UBS January 2008 - December 2008
various consulting agencies January 2005 - January 2008
Centenary College January 2005 - January 2008
Centenary College 2005 - 2008
Johnson & Johnson 2007 - 2007
Skills
Cross-functional Team..., Organizational..., Training, Leadership Development, Instructional Design
Education
Capella University 2003 — 2010
Doctor of Philosophy (Ph.D.), Organizational Management (Leadership Specialization)
Centenary College 2001 — 2003
MBA - Masters, Business Administration
Centenary College 2001 — 2003
MBA - Masters, Business Administration
Wilkes University 1988 — 1992
BA, English & Secondary Education
Wilkes University
BA, English & Secondary Education
Johnson and Johnson Consumer January 2013 - Present
KPMG US June 2012 - January 2013
Unilever January 2009 - August 2012
Unilever January 2009 - June 2012
UBS Wealth Management January 2008 - January 2009
UBS January 2008 - December 2008
various consulting agencies January 2005 - January 2008
Centenary College January 2005 - January 2008
Centenary College 2005 - 2008
Johnson & Johnson 2007 - 2007
Skills
Cross-functional Team..., Organizational..., Training, Leadership Development, Instructional Design
Education
Capella University 2003 — 2010
Doctor of Philosophy (Ph.D.), Organizational Management (Leadership Specialization)
Centenary College 2001 — 2003
MBA - Masters, Business Administration
Centenary College 2001 — 2003
MBA - Masters, Business Administration
Wilkes University 1988 — 1992
BA, English & Secondary Education
Wilkes University
BA, English & Secondary Education
Denise Noyes Denise Noyes's UBS Experience May 2003 - August 2003
Job
Industry Computer Software
Experience
Facebook September 2011 - Present
Amazon.com July 2008 - September 2011
Amazon.com January 2007 - July 2008
Amazon.com July 2004 - January 2007
UBS May 2003 - August 2003
Harris June 2002 - August 2002
Education
Carnegie Mellon University 2000 — 2004
BS
Facebook September 2011 - Present
Amazon.com July 2008 - September 2011
Amazon.com January 2007 - July 2008
Amazon.com July 2004 - January 2007
UBS May 2003 - August 2003
Harris June 2002 - August 2002
Education
Carnegie Mellon University 2000 — 2004
BS
Ed Pyo Ed Pyo's UBS Experience June 2012 - May 2014
Job Independent Contractor at KPMG
Industry Information Technology and Services
Experience
KPMG January 2015 - Present
UBS June 2012 - May 2014
UBS AG May 2007 - June 2012
Wyeth January 2007 - May 2007
Schering-Plough October 2005 - June 2006
Unilever 2001 - 2005
AT Kearney 2000 - 2001
Prudential 1994 - 2000
Skills
Strategic Sourcing, E-procurement, Supply Chain, Global Sourcing, Project Management, Business Process..., Strategic Planning, Ariba, Consulting, Business Transformation, Outsourcing, Business Process..., Procure-to-Pay, Requirements Analysis, Cross-functional Team..., Procurement
Education
Carnegie Mellon University 1990 — 1994
BS
Fairview High School 1986 — 1990
KPMG January 2015 - Present
UBS June 2012 - May 2014
UBS AG May 2007 - June 2012
Wyeth January 2007 - May 2007
Schering-Plough October 2005 - June 2006
Unilever 2001 - 2005
AT Kearney 2000 - 2001
Prudential 1994 - 2000
Skills
Strategic Sourcing, E-procurement, Supply Chain, Global Sourcing, Project Management, Business Process..., Strategic Planning, Ariba, Consulting, Business Transformation, Outsourcing, Business Process..., Procure-to-Pay, Requirements Analysis, Cross-functional Team..., Procurement
Education
Carnegie Mellon University 1990 — 1994
BS
Fairview High School 1986 — 1990
TERESA CLONINGER TERESA CLONINGER's UBS Experience April 2000 - January 2015
Job Experienced Customer Service and Executive Administration seeking new career opportunity
Industry Executive Office
Experience
Virtual Assistant with outsource.com January 2015 - Present
UBS April 2000 - January 2015
Queens University of Charlotte August 1991 - July 1999
Skills
Event Planning, Organization Skills, Skilled Multi-tasker, Problem Solving, Quick learner, Independent Thinking, Securities, Investments, Mutual Funds, Financial Services, Finance, Portfolio Management, Financial Planning, Financial Analysis, Wealth Management, Series 7, Retirement Planning, Equities, Series 63
Education
Queens University of Charlotte 1991 — 1995
Bachelor's Degree, English Language and Literature, General, Summa cum laude
Central Piedmont Community College 1979 — 1991
Transfer credits from night classes, Transfer credits for a four year school
Virtual Assistant with outsource.com January 2015 - Present
UBS April 2000 - January 2015
Queens University of Charlotte August 1991 - July 1999
Skills
Event Planning, Organization Skills, Skilled Multi-tasker, Problem Solving, Quick learner, Independent Thinking, Securities, Investments, Mutual Funds, Financial Services, Finance, Portfolio Management, Financial Planning, Financial Analysis, Wealth Management, Series 7, Retirement Planning, Equities, Series 63
Education
Queens University of Charlotte 1991 — 1995
Bachelor's Degree, English Language and Literature, General, Summa cum laude
Central Piedmont Community College 1979 — 1991
Transfer credits from night classes, Transfer credits for a four year school
Daniel Naylor, CFP® Daniel Naylor, CFP®'s UBS Experience October 2013 - March 2015
Job Vice President at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company an FIS Company March 2015 - Present
UBS October 2013 - March 2015
Merrill Lynch 2007 - October 2013
Merrill Lynch 2005 - 2006
Ameriprise Financial Services, Inc. September 2003 - August 2004
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Investments, Estate Planning, CRPC, Certified Financial...
Education
Carnegie Mellon University 1998 — 2003
Bachelor of Science (BS), Public Policy and Management
Moorestown High School
Reliance Trust Company an FIS Company March 2015 - Present
UBS October 2013 - March 2015
Merrill Lynch 2007 - October 2013
Merrill Lynch 2005 - 2006
Ameriprise Financial Services, Inc. September 2003 - August 2004
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Investments, Estate Planning, CRPC, Certified Financial...
Education
Carnegie Mellon University 1998 — 2003
Bachelor of Science (BS), Public Policy and Management
Moorestown High School
Akshay Sabharwal Akshay Sabharwal's UBS Experience June 2015 - August 2015
Job Student at Tepper School of Business
Industry Financial Services
Experience
UBS June 2015 - August 2015
Citi June 2014 - August 2014
Carnegie Mellon University January 2014 - May 2014
Carnegie Mellon University August 2013 - December 2013
PwC June 2013 - August 2013
ReligareCapitalMarketsLimited June 2012 - August 2012
Skills
C, Investment Banking, Python, Capital Markets, Mergers & Acquisitions, Fixed Income, Derivatives, Quantitative Finance, Matlab, Economics, Quantitative Analytics, R, Statistics, Treasury Management, Treasury Services, Proprietary Trading, Financial Modeling, Microsoft Office, Data Analysis, Microsoft Excel
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Science (MS), Computational Finance
Carnegie Mellon University - Tepper School of Business 2010 — 2014
Bachelor of Science (B.S.), Computational Finance, Engineering Studies, University Honors
The London School of Economics and Political Science (LSE)
Summer School, Microeconomics, A+
UBS June 2015 - August 2015
Citi June 2014 - August 2014
Carnegie Mellon University January 2014 - May 2014
Carnegie Mellon University August 2013 - December 2013
PwC June 2013 - August 2013
ReligareCapitalMarketsLimited June 2012 - August 2012
Skills
C, Investment Banking, Python, Capital Markets, Mergers & Acquisitions, Fixed Income, Derivatives, Quantitative Finance, Matlab, Economics, Quantitative Analytics, R, Statistics, Treasury Management, Treasury Services, Proprietary Trading, Financial Modeling, Microsoft Office, Data Analysis, Microsoft Excel
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Science (MS), Computational Finance
Carnegie Mellon University - Tepper School of Business 2010 — 2014
Bachelor of Science (B.S.), Computational Finance, Engineering Studies, University Honors
The London School of Economics and Political Science (LSE)
Summer School, Microeconomics, A+
Michael Zander Michael Zander's UBS Experience June 2007 - August 2007
Job Software Developer at Novetta
Industry Computer Software
Experience
Novetta August 2015 - Present
Parsons Corporation September 2013 - July 2015
JP Morgan Chase August 2010 - August 2013
U.S. Department of Energy June 2009 - August 2009
UBS June 2007 - August 2007
Skills
Market Data, SQL, Perl, Cassandra, Linux, JavaScript, jQuery
Education
Carnegie Mellon University 2009 — 2010
Master of Science (MS), Management Information Systems
Rensselaer Polytechnic Institute 2004 — 2008
Bachelor of Science (BS), Computer Science
Novetta August 2015 - Present
Parsons Corporation September 2013 - July 2015
JP Morgan Chase August 2010 - August 2013
U.S. Department of Energy June 2009 - August 2009
UBS June 2007 - August 2007
Skills
Market Data, SQL, Perl, Cassandra, Linux, JavaScript, jQuery
Education
Carnegie Mellon University 2009 — 2010
Master of Science (MS), Management Information Systems
Rensselaer Polytechnic Institute 2004 — 2008
Bachelor of Science (BS), Computer Science
Jim Hider Jim Hider's UBS Experience 1995 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS 1995 - Present
PNC May 1986 - October 1995
National City August 1983 - May 1986
Education
Case Western Reserve University 1984 — 1986
MBA, Finance
University of Dayton 1979 — 1983
BS, Accounting Major, Finance Minor
UBS 1995 - Present
PNC May 1986 - October 1995
National City August 1983 - May 1986
Education
Case Western Reserve University 1984 — 1986
MBA, Finance
University of Dayton 1979 — 1983
BS, Accounting Major, Finance Minor
Henry (Song) Hu's UBS Experience March 2015 - Present
Job Authorized Officer at UBS
Industry Financial Services
Experience
UBS March 2015 - Present
UBS July 2012 - March 2015
The Riderwood Group May 2012 - June 2012
UBS Wealth Management, Transformation Management Office October 2011 - January 2012
Standard & Poor's, Financial Institution Ratings May 2011 - August 2011
Skills
VBA, Financial Modeling, SAS, Quantitative Finance, Bloomberg, Matlab, Equity Research, Microsoft Excel, Fixed Income, Bloomberg Terminal, SQL, Time Series Analysis, Asset Management, Investment Banking, Options, Data Mining, Analysis
Education
Fordham University 2010 — 2011
Master of Science, Quantitative Finance
Central University of Finance and Economics 2006 — 2010
Bachelor, Financial Engineering
UBS March 2015 - Present
UBS July 2012 - March 2015
The Riderwood Group May 2012 - June 2012
UBS Wealth Management, Transformation Management Office October 2011 - January 2012
Standard & Poor's, Financial Institution Ratings May 2011 - August 2011
Skills
VBA, Financial Modeling, SAS, Quantitative Finance, Bloomberg, Matlab, Equity Research, Microsoft Excel, Fixed Income, Bloomberg Terminal, SQL, Time Series Analysis, Asset Management, Investment Banking, Options, Data Mining, Analysis
Education
Fordham University 2010 — 2011
Master of Science, Quantitative Finance
Central University of Finance and Economics 2006 — 2010
Bachelor, Financial Engineering
Jennifer Szoka Jennifer Szoka's UBS Experience 2005 - 2006
Job Director, Global Mobilty at United Technologies
Industry Aviation & Aerospace
Experience
United Technologies May 2014 - Present
Otis Elevator September 2010 - April 2014
United Technology Corporation 2006 - September 2010
UBS 2005 - 2006
Scully & Wolf 1996 - 2004
Skills
Sarbanes-Oxley Act, Financial Analysis, Business Strategy, Financial Modeling, Strategic Planning, Risk Management, Internal Controls, Forecasting, Finance, Financial Reporting, Budgets, Business Process..., Process Improvement, Business Development, Internal Audit, Managerial Finance, Accounting, Strategy, Cross-functional Team..., Change Management, Mergers & Acquisitions, Leadership, Contract Negotiation, Hyperion Enterprise, Project Management, Analysis, Financial Audits, Auditing, Management, Due Diligence, Business Planning, US GAAP
Education
Tufts University - The Fletcher School of Law and Diplomacy 2008 — 2009
Global Masters of Arts Program, International Relations
Central Connecticut State University
BS Business Administration, Accounting
University of Hartford
Masters in Taxation, Accounting
United Technologies May 2014 - Present
Otis Elevator September 2010 - April 2014
United Technology Corporation 2006 - September 2010
UBS 2005 - 2006
Scully & Wolf 1996 - 2004
Skills
Sarbanes-Oxley Act, Financial Analysis, Business Strategy, Financial Modeling, Strategic Planning, Risk Management, Internal Controls, Forecasting, Finance, Financial Reporting, Budgets, Business Process..., Process Improvement, Business Development, Internal Audit, Managerial Finance, Accounting, Strategy, Cross-functional Team..., Change Management, Mergers & Acquisitions, Leadership, Contract Negotiation, Hyperion Enterprise, Project Management, Analysis, Financial Audits, Auditing, Management, Due Diligence, Business Planning, US GAAP
Education
Tufts University - The Fletcher School of Law and Diplomacy 2008 — 2009
Global Masters of Arts Program, International Relations
Central Connecticut State University
BS Business Administration, Accounting
University of Hartford
Masters in Taxation, Accounting
Kyle Kuykendall, CFP® Kyle Kuykendall, CFP®'s UBS Experience February 2009 - Present
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS February 2009 - Present
Education
Washington State University 2005 — 2008
Business Administration, Finance
Central Washington University 2003 — 2004
UBS February 2009 - Present
Education
Washington State University 2005 — 2008
Business Administration, Finance
Central Washington University 2003 — 2004
Amanda Davenport Amanda Davenport's UBS Experience July 2011 - January 2013
Job Analyst at The Grayson Company
Industry Management Consulting
Experience
The Grayson Company March 2013 - Present
UBS July 2011 - January 2013
UBS June 2010 - August 2010
FranPoint Partners May 2009 - August 2009
Skills
Investment Banking, Retail, Valuation, Financial Modeling, Mergers & Acquisitions, Management Consulting, Corporate Finance, Retail Sales Analysis, Specialty Retail, Competitive Analysis, Due Diligence, Business Analysis, Primary Research
Education
Institute of Culinary Education 2014 — 2015
Pastry & Baking Arts
Carnegie Mellon University 2007 — 2011
Bachelor of Science, Business Administration - Marketing & Entrepreneurship
The Grayson Company March 2013 - Present
UBS July 2011 - January 2013
UBS June 2010 - August 2010
FranPoint Partners May 2009 - August 2009
Skills
Investment Banking, Retail, Valuation, Financial Modeling, Mergers & Acquisitions, Management Consulting, Corporate Finance, Retail Sales Analysis, Specialty Retail, Competitive Analysis, Due Diligence, Business Analysis, Primary Research
Education
Institute of Culinary Education 2014 — 2015
Pastry & Baking Arts
Carnegie Mellon University 2007 — 2011
Bachelor of Science, Business Administration - Marketing & Entrepreneurship
Jamey Wagner Jamey Wagner's UBS Experience 2005 - 2005
Job Credit Risk Loss Forecasting Analyst at Alliance Data
Industry Financial Services
Experience
Alliance Data July 2015 - Present
JPMorgan Chase March 2014 - July 2015
Huntington National Bank May 2010 - March 2014
Citi Fund Services May 2006 - May 2010
UBS 2005 - 2005
Skills
Mutual Funds, Fixed Income, Risk Management, Financial Analysis, Finance, Financial Reporting, Investments, Internal Controls, Corporate Finance, Portfolio Management, Fund Accounting, Loans, Equities, Banking, Customer Service, Commercial Banking, Asset Management, Financial Services, Financial Modeling, Retail Banking, Strategic Financial..., Mortgage Lending, Credit, Bloomberg, Valuation, Hedge Funds, Operational Risk..., Insurance, Due Diligence, Analysis, Financial Risk, Credit Risk, Management, Access
Education
Capital University - School of Management 2007 — 2009
MBA, Finance
Kent State University 2001 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
Alliance Data July 2015 - Present
JPMorgan Chase March 2014 - July 2015
Huntington National Bank May 2010 - March 2014
Citi Fund Services May 2006 - May 2010
UBS 2005 - 2005
Skills
Mutual Funds, Fixed Income, Risk Management, Financial Analysis, Finance, Financial Reporting, Investments, Internal Controls, Corporate Finance, Portfolio Management, Fund Accounting, Loans, Equities, Banking, Customer Service, Commercial Banking, Asset Management, Financial Services, Financial Modeling, Retail Banking, Strategic Financial..., Mortgage Lending, Credit, Bloomberg, Valuation, Hedge Funds, Operational Risk..., Insurance, Due Diligence, Analysis, Financial Risk, Credit Risk, Management, Access
Education
Capital University - School of Management 2007 — 2009
MBA, Finance
Kent State University 2001 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
Ike Cho Ike Cho's UBS Experience October 2013 - Present
Job Equity Securities Lending Trading at UBS
Industry Financial Services
Experience
UBS October 2013 - Present
UBS March 2011 - September 2013
UBS Investment Bank January 2009 - January 2011
Education
Carnegie Mellon University 2003 — 2007
BS, Mechanical engineering / Robotics
UBS October 2013 - Present
UBS March 2011 - September 2013
UBS Investment Bank January 2009 - January 2011
Education
Carnegie Mellon University 2003 — 2007
BS, Mechanical engineering / Robotics
Tim Driscoll Tim Driscoll's UBS Experience July 2005 - October 2007
Job Developer at Fund Development Services
Industry Financial Services
Experience
HedgeServ October 2007 - Present
UBS July 2005 - October 2007
optionsXpress May 2005 - July 2005
Skills
SQL, Java, XML, Python, Trading Systems, Agile Methodologies, Software Development, Subversion, REST
Education
Carnegie Mellon University 2001 — 2005
BS, Information Systems
HedgeServ October 2007 - Present
UBS July 2005 - October 2007
optionsXpress May 2005 - July 2005
Skills
SQL, Java, XML, Python, Trading Systems, Agile Methodologies, Software Development, Subversion, REST
Education
Carnegie Mellon University 2001 — 2005
BS, Information Systems
Amberish Ratanghayra, CFA, FRM Amberish Ratanghayra, CFA, FRM's UBS Experience April 2013 - Present
Job
Industry Financial Services
Experience
UBS April 2013 - Present
UBS May 2009 - March 2013
Barclays Capital/Lehman Brothers October 2008 - May 2009
Lehman Brothers (New York, NY) August 1999 - October 2008
Telecom Financial Services Ltd, India May 1995 - June 1996
Citibank, N.A. May 1994 - October 1994
Bansi S. Mehta & Company, India April 1991 - April 1994
Skills
Banking, Economics, Investment Banking, Capital Markets, Investor Relations, Developing Client..., Auditing, Account Management, Financial Analysis, Financial Reporting, Forecasting, Forensic Accounting, Customer Facing, Trade Facilitation, Event Planning, Management, Equities, Analysis, Asset Management, Customer Experience..., Corporate Finance, Financial Modeling, CRM, Fixed Income, Bloomberg, Derivatives, Portfolio Management, Financial Services, Credit, Structured Products, Hedge Funds, Alternative Investments, Emerging Markets, Bonds, FX Options, Financial Markets, Securities, Trading, Private Equity, Structured Finance, Credit Derivatives, Financial Structuring
Education
CFA Institute 2000 — 2002
Chartered Financial Analyst, CFA
Global Association of Risk Professionals
Financial Risk Manager, FRM (Financial Risk Management)
Carnegie Mellon University - Tepper School of Business 1997 — 1999
MBA, Finance, Marketing and Strategy
University of Michigan 1995 — 1996
Masters in Applied Economics, Applied Economics
The Institute of Chartered Accountants of India 1991 — 1994
Chartered Accountant, Accounting, Taxation, Corporate Law
University of Mumbai 1984 — 1991
BCOM, Commerce
UBS April 2013 - Present
UBS May 2009 - March 2013
Barclays Capital/Lehman Brothers October 2008 - May 2009
Lehman Brothers (New York, NY) August 1999 - October 2008
Telecom Financial Services Ltd, India May 1995 - June 1996
Citibank, N.A. May 1994 - October 1994
Bansi S. Mehta & Company, India April 1991 - April 1994
Skills
Banking, Economics, Investment Banking, Capital Markets, Investor Relations, Developing Client..., Auditing, Account Management, Financial Analysis, Financial Reporting, Forecasting, Forensic Accounting, Customer Facing, Trade Facilitation, Event Planning, Management, Equities, Analysis, Asset Management, Customer Experience..., Corporate Finance, Financial Modeling, CRM, Fixed Income, Bloomberg, Derivatives, Portfolio Management, Financial Services, Credit, Structured Products, Hedge Funds, Alternative Investments, Emerging Markets, Bonds, FX Options, Financial Markets, Securities, Trading, Private Equity, Structured Finance, Credit Derivatives, Financial Structuring
Education
CFA Institute 2000 — 2002
Chartered Financial Analyst, CFA
Global Association of Risk Professionals
Financial Risk Manager, FRM (Financial Risk Management)
Carnegie Mellon University - Tepper School of Business 1997 — 1999
MBA, Finance, Marketing and Strategy
University of Michigan 1995 — 1996
Masters in Applied Economics, Applied Economics
The Institute of Chartered Accountants of India 1991 — 1994
Chartered Accountant, Accounting, Taxation, Corporate Law
University of Mumbai 1984 — 1991
BCOM, Commerce
Khyati Purohit Khyati Purohit's UBS Experience April 2013 - July 2013
Job Student at Capella University
Industry Human Resources
Experience
UBS April 2013 - July 2013
International Sleep Network June 2008 - August 2011
Worldwide Flight Services August 2005 - August 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML, Java, C, English, Accounts Payable, Analysis, Outlook, Marketing, Sales
Education
Capella University 2012 — 2016
Psychology
Kean University 2005 — 2009
Bachelor of Commerce (B.Com.), Accounting
UBS April 2013 - July 2013
International Sleep Network June 2008 - August 2011
Worldwide Flight Services August 2005 - August 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML, Java, C, English, Accounts Payable, Analysis, Outlook, Marketing, Sales
Education
Capella University 2012 — 2016
Psychology
Kean University 2005 — 2009
Bachelor of Commerce (B.Com.), Accounting
Jeffrey Strouse Jeffrey Strouse's UBS Experience 2006 - 2010
Job Executive Director, Lead Wealth Management Consultant at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services September 2010 - Present
UBS 2006 - 2010
Smith Barney July 2000 - August 2006
Jeffrey B. Strouse & Associates 1990 - 2000
Ernst & Young CPA s 1985 - 1990
Education
University of Mississippi
Bachelor's degree, Accountancy
Esperti Peterson Institute- Global Center of Wealth Design
Post-doctoral Fellow
Capital University Law School 1983 — 1986
Doctor of Law (JD)
UBS Financial Services September 2010 - Present
UBS 2006 - 2010
Smith Barney July 2000 - August 2006
Jeffrey B. Strouse & Associates 1990 - 2000
Ernst & Young CPA s 1985 - 1990
Education
University of Mississippi
Bachelor's degree, Accountancy
Esperti Peterson Institute- Global Center of Wealth Design
Post-doctoral Fellow
Capital University Law School 1983 — 1986
Doctor of Law (JD)
Ann Fitzgibbons Chen Ann Fitzgibbons Chen's UBS Experience June 2006 - June 2008
Job Database Assistant at Mount Saint Mary Academy
Industry Education Management
Experience
Scotch Plains-Fanwood Public Schools March 2012 - July 2014
UBS June 2006 - June 2008
UBS December 1995 - June 2006
Seer Technologies June 1994 - December 1995
Skills
DB2, IT Strategy, SDLC, Business Analysis, Databases, Business Requirements, Enterprise Architecture, Disaster Recovery, Data Warehousing, Visio, Requirements Analysis, Software Project..., Data Analysis, Vendor Management, Software Development, Project Portfolio..., Business Intelligence, Integration, IT Management, Database Design, Systems Analysis, SQL, Windows, Data Center, PowerSchool, Student Information..., Microsoft Office, Requirements Gathering
Education
Carnegie Mellon University 1990 — 1994
BS
Scotch Plains-Fanwood Public Schools March 2012 - July 2014
UBS June 2006 - June 2008
UBS December 1995 - June 2006
Seer Technologies June 1994 - December 1995
Skills
DB2, IT Strategy, SDLC, Business Analysis, Databases, Business Requirements, Enterprise Architecture, Disaster Recovery, Data Warehousing, Visio, Requirements Analysis, Software Project..., Data Analysis, Vendor Management, Software Development, Project Portfolio..., Business Intelligence, Integration, IT Management, Database Design, Systems Analysis, SQL, Windows, Data Center, PowerSchool, Student Information..., Microsoft Office, Requirements Gathering
Education
Carnegie Mellon University 1990 — 1994
BS
Chuck Doerr Chuck Doerr's UBS Experience June 1999 - April 2000
Job President & COO at OpenFin
Industry Financial Services
Experience
OpenFin September 2010 - Present
Creditex Group Inc. December 2006 - April 2010
Intercontinental Exchange (ICE) January 2006 - April 2010
IntercontinentalExchange, Inc. 2008 - 2010
Creditex International 2000 - 2009
T-Zero Inc. January 2007 - July 2007
Creditex January 2003 - November 2006
Creditex May 2000 - December 2002
UBS June 1999 - April 2000
Skills
Trading Systems, Electronic Trading, Derivatives, Fixed Income, Market Data, Trading, Financial Markets, Equities, Credit Derivatives, Agile Methodologies, Capital Markets, Portfolio Management, Equity Derivatives, Hedge Funds, Options, SDLC, Java, Investment Banking, Start-ups, Financial Services, Securities, Investments, Bloomberg, Commodity, Emerging Markets, OpenFin
Education
Carnegie Mellon University 1998 — 1999
MS
Carnegie Mellon University 1994 — 1998
BS
OpenFin September 2010 - Present
Creditex Group Inc. December 2006 - April 2010
Intercontinental Exchange (ICE) January 2006 - April 2010
IntercontinentalExchange, Inc. 2008 - 2010
Creditex International 2000 - 2009
T-Zero Inc. January 2007 - July 2007
Creditex January 2003 - November 2006
Creditex May 2000 - December 2002
UBS June 1999 - April 2000
Skills
Trading Systems, Electronic Trading, Derivatives, Fixed Income, Market Data, Trading, Financial Markets, Equities, Credit Derivatives, Agile Methodologies, Capital Markets, Portfolio Management, Equity Derivatives, Hedge Funds, Options, SDLC, Java, Investment Banking, Start-ups, Financial Services, Securities, Investments, Bloomberg, Commodity, Emerging Markets, OpenFin
Education
Carnegie Mellon University 1998 — 1999
MS
Carnegie Mellon University 1994 — 1998
BS
Swati Raghupathy Swati Raghupathy's UBS Experience September 2015 - Present
Job Fixed Income Sales at UBS AG
Industry Financial Services
Experience
UBS September 2015 - Present
UBS June 2013 - September 2015
Barclays Capital January 2010 - April 2013
Group One Trading, NY June 2009 - August 2009
Skills
Capital Markets, Trading Systems, Fixed Income, Bloomberg, Derivatives, FX Options, Options, Investment Banking, Equity Derivatives, Equities, Trading, Risk Management
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2009
MSCF, Master of Science in Computational Finance
National Institute of Technology Karnataka 2004 — 2008
Bachelor of Tech, Information Technology
UBS September 2015 - Present
UBS June 2013 - September 2015
Barclays Capital January 2010 - April 2013
Group One Trading, NY June 2009 - August 2009
Skills
Capital Markets, Trading Systems, Fixed Income, Bloomberg, Derivatives, FX Options, Options, Investment Banking, Equity Derivatives, Equities, Trading, Risk Management
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2009
MSCF, Master of Science in Computational Finance
National Institute of Technology Karnataka 2004 — 2008
Bachelor of Tech, Information Technology
Yunhao Li Yunhao Li's UBS Experience August 2011 - December 2011
Job Senior Risk Consultant at Wall Street North
Industry Investment Banking
Experience
Wall Street North October 2012 - Present
PepsiCo - Pepsi Beverages Company May 2012 - August 2012
Frontier Communications February 2012 - March 2012
UBS August 2011 - December 2011
UConn School of Business August 2010 - December 2011
SS&C Financial Accelerator June 2010 - August 2010
Skills
VBA, Excel, Matlab, Oracle SQL, Access, RiskMetrics, Bloomberg, Stochastic Simulation, Monte Carlo Simulation, C++, Microsoft Excel, Risk Metrics
Education
University of Connecticut 2010 — 2011
Master, Financial Risk Management
University of Connecticut 2008 — 2010
Master, Applied Financial Math
Capital University of Economics and Business 2004 — 2008
Wall Street North October 2012 - Present
PepsiCo - Pepsi Beverages Company May 2012 - August 2012
Frontier Communications February 2012 - March 2012
UBS August 2011 - December 2011
UConn School of Business August 2010 - December 2011
SS&C Financial Accelerator June 2010 - August 2010
Skills
VBA, Excel, Matlab, Oracle SQL, Access, RiskMetrics, Bloomberg, Stochastic Simulation, Monte Carlo Simulation, C++, Microsoft Excel, Risk Metrics
Education
University of Connecticut 2010 — 2011
Master, Financial Risk Management
University of Connecticut 2008 — 2010
Master, Applied Financial Math
Capital University of Economics and Business 2004 — 2008
Charlie Griggs Charlie Griggs's UBS Experience January 1990 - May 1999
Job President at CannedJAVA, LLC
Industry Banking
Experience
CannedJAVA, LLC January 2015 - Present
Business Development, Relationship Management June 2014 - January 2015
BNY Mellon September 1999 - June 2014
Mellon Financial Corporation 1999 - 2007
UBS January 1990 - May 1999
Bank of Tokyo-Mitsubishi January 1985 - January 1990
Skills
Banking, Financial Services, Asset Management, Relationship Management, Fixed Income, Capital Markets, Credit, Securities, Portfolio Management, Commercial Banking, Equities, Hedge Funds, Business Development, Investments, Management, Treasury Management, Derivatives, Mergers & Acquisitions, Leadership, Mutual Funds, Risk Management, Investment Banking, Financial Institutions, Bonds, Financial Markets, Alternative Investments, Credit Analysis, Strategy, Structured Products, Options, Series 7, Structured Finance, Financial Risk, Credit Risk, Bloomberg, Trading, Investment Management, Wealth Management, Back Office, FX Options, Series 63, Cash Management, Asset Allocation, Private Banking, Emerging Markets, Loans, Sales, Financial Modeling, Creativity Skills
Education
Carnegie Mellon University - Tepper School of Business 1977 — 1982
BS, Business Major / Spanish Minor
St. John's Preparatory School 1974 — 1977
High School, General
CannedJAVA, LLC January 2015 - Present
Business Development, Relationship Management June 2014 - January 2015
BNY Mellon September 1999 - June 2014
Mellon Financial Corporation 1999 - 2007
UBS January 1990 - May 1999
Bank of Tokyo-Mitsubishi January 1985 - January 1990
Skills
Banking, Financial Services, Asset Management, Relationship Management, Fixed Income, Capital Markets, Credit, Securities, Portfolio Management, Commercial Banking, Equities, Hedge Funds, Business Development, Investments, Management, Treasury Management, Derivatives, Mergers & Acquisitions, Leadership, Mutual Funds, Risk Management, Investment Banking, Financial Institutions, Bonds, Financial Markets, Alternative Investments, Credit Analysis, Strategy, Structured Products, Options, Series 7, Structured Finance, Financial Risk, Credit Risk, Bloomberg, Trading, Investment Management, Wealth Management, Back Office, FX Options, Series 63, Cash Management, Asset Allocation, Private Banking, Emerging Markets, Loans, Sales, Financial Modeling, Creativity Skills
Education
Carnegie Mellon University - Tepper School of Business 1977 — 1982
BS, Business Major / Spanish Minor
St. John's Preparatory School 1974 — 1977
High School, General
Danielle Chang Danielle Chang's UBS Experience July 2010 - April 2012
Job Strategist, Product Quality Operations at Google
Industry Computer Software
Experience
Google February 2014 - Present
Starbucks April 2012 - January 2014
UBS July 2010 - April 2012
Mon Valley Unemployment Committee January 2010 - May 2010
JPMorgan Chase June 2009 - August 2009
Merrill Lynch June 2009 - August 2009
Skills
Business Analysis, Project Management, Mandarin, Business Requirements, SharePoint, Java, Business Process..., Scrum, Visual Basic, C#, Visual Studio, VBA, User Stories, Change Management, Employee Training, Technical Writing
Education
Carnegie Mellon University 2006 — 2010
Bachelors of Science, B.S. in Computer Science, B.A. in Chinese Studies, minor in Business Administration
Lakeside High School 2002 — 2006
Google February 2014 - Present
Starbucks April 2012 - January 2014
UBS July 2010 - April 2012
Mon Valley Unemployment Committee January 2010 - May 2010
JPMorgan Chase June 2009 - August 2009
Merrill Lynch June 2009 - August 2009
Skills
Business Analysis, Project Management, Mandarin, Business Requirements, SharePoint, Java, Business Process..., Scrum, Visual Basic, C#, Visual Studio, VBA, User Stories, Change Management, Employee Training, Technical Writing
Education
Carnegie Mellon University 2006 — 2010
Bachelors of Science, B.S. in Computer Science, B.A. in Chinese Studies, minor in Business Administration
Lakeside High School 2002 — 2006
Nichole Kirk Nichole Kirk's UBS Experience March 2014 - Present
Job Registered Client Service Associate with The Cullman/Holt Group, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS March 2014 - Present
Skills
Able To Multi-task, Able To Work Under..., People Skills, Supervisory Skills, Writing Skills, Training Skills, Organisational Skills, Social Skills, Fit, Common Sense, Cultural Sensitivity, Social Inclusion, Team Leadership, Diversity Training, Internet Research, Conflict Resolution, Punctual, Administrative Support, Fun, Team Building, Coaching, Customer Service, Editing, English, InDesign, Mentoring, Non-profits, Organizing, Quality, Problem Solving, Teamwork, Youth Development
Education
The Ohio State University 2007 — 2010
Bachelor's of Science, Human Ecology
Central Michigan University 2005 — 2007
Life Management Education
Kenton Senior High School 2001 — 2005
High School
UBS March 2014 - Present
Skills
Able To Multi-task, Able To Work Under..., People Skills, Supervisory Skills, Writing Skills, Training Skills, Organisational Skills, Social Skills, Fit, Common Sense, Cultural Sensitivity, Social Inclusion, Team Leadership, Diversity Training, Internet Research, Conflict Resolution, Punctual, Administrative Support, Fun, Team Building, Coaching, Customer Service, Editing, English, InDesign, Mentoring, Non-profits, Organizing, Quality, Problem Solving, Teamwork, Youth Development
Education
The Ohio State University 2007 — 2010
Bachelor's of Science, Human Ecology
Central Michigan University 2005 — 2007
Life Management Education
Kenton Senior High School 2001 — 2005
High School
Brandon Pfeffer's UBS Experience 1993 - 1995
Job Finance • M&A • Capital Markets • Credit Risk • Strategy • Advanced Analytics • BJPFEFFER@OUTLOOK.com
Industry Financial Services
Experience
LOOP CAPITAL MARKETS 2014 - 2015
COVANTA May 2011 - December 2013
CIT 2010 - 2011
OSG 2005 - 2010
Highstar Capital 2004 - 2005
Deloitte & Touche LLP June 2002 - November 2003
Mirant Corp. 1997 - 2002
PNC Bank June 1996 - August 1996
UBS 1993 - 1995
Hagler, Bailly & Co. (now Part of PA Consulting) 1990 - 1991
Skills
Financial Modeling, Mergers & Acquisitions, Capital Markets, Credit Analysis, Valuation, Credit Risk, Corporate Finance, Project Finance, Risk Management, Strategy, Financial Analysis, Credit Portfolio..., Energy, Due Diligence, Financial Structuring, Counterparty Risk, Risk Analysis, Investment Banking, Asset Management, Financial Risk, Private Equity, Finance, Structured Finance, Portfolio Management, Derivatives, Investments, Decision Analysis, Bloomberg, Hedge Funds, Accounting, Asset Acquisition, Corporate Development, Optimization, Structuring, Deal Structuring, Divestitures, Mergers, DCF, Industry Analysis, Restructuring, Quantitative Analysis, Renewable Energy, Energy Sector, Monte Carlo Simulation, Real Options, Options, Business Valuation, NPV, Financial Engineering, IRR
Education
Carnegie Mellon University - Tepper School of Business
Master of Science in Industrial Administration (MBA), Finance & Strategy
Cornell University
BS, Applied Economics and Business Management
Winston Churchill High School
LOOP CAPITAL MARKETS 2014 - 2015
COVANTA May 2011 - December 2013
CIT 2010 - 2011
OSG 2005 - 2010
Highstar Capital 2004 - 2005
Deloitte & Touche LLP June 2002 - November 2003
Mirant Corp. 1997 - 2002
PNC Bank June 1996 - August 1996
UBS 1993 - 1995
Hagler, Bailly & Co. (now Part of PA Consulting) 1990 - 1991
Skills
Financial Modeling, Mergers & Acquisitions, Capital Markets, Credit Analysis, Valuation, Credit Risk, Corporate Finance, Project Finance, Risk Management, Strategy, Financial Analysis, Credit Portfolio..., Energy, Due Diligence, Financial Structuring, Counterparty Risk, Risk Analysis, Investment Banking, Asset Management, Financial Risk, Private Equity, Finance, Structured Finance, Portfolio Management, Derivatives, Investments, Decision Analysis, Bloomberg, Hedge Funds, Accounting, Asset Acquisition, Corporate Development, Optimization, Structuring, Deal Structuring, Divestitures, Mergers, DCF, Industry Analysis, Restructuring, Quantitative Analysis, Renewable Energy, Energy Sector, Monte Carlo Simulation, Real Options, Options, Business Valuation, NPV, Financial Engineering, IRR
Education
Carnegie Mellon University - Tepper School of Business
Master of Science in Industrial Administration (MBA), Finance & Strategy
Cornell University
BS, Applied Economics and Business Management
Winston Churchill High School
Justin Francisco's UBS Experience March 2013 - September 2013
Job Financial Analyst
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
UBS Wealth Management August 2014 - December 2014
Morgan Stanley Wealth Management October 2013 - July 2014
UBS March 2013 - September 2013
Bank of America October 2008 - March 2013
Skills
Banking, Retail Banking, Cash Management, Cross Selling, Finance, Financial Risk, Relationship Management, Financial Services, Branch Banking, Wealth Management, Investments, Financial Advisory, Customer Service, Microsoft Excel
Education
Western Washington University 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Cascadia Community College 2012 — 2013
Associates Integrated Studies, Business Administration and Management, General
J.P. Morgan June 2015 - Present
UBS Wealth Management August 2014 - December 2014
Morgan Stanley Wealth Management October 2013 - July 2014
UBS March 2013 - September 2013
Bank of America October 2008 - March 2013
Skills
Banking, Retail Banking, Cash Management, Cross Selling, Finance, Financial Risk, Relationship Management, Financial Services, Branch Banking, Wealth Management, Investments, Financial Advisory, Customer Service, Microsoft Excel
Education
Western Washington University 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Cascadia Community College 2012 — 2013
Associates Integrated Studies, Business Administration and Management, General
Gagan Bajaj's UBS Experience 2001 - 2001
Job Director, Analytics for Apps & Services Marketing (Office, OneDrive, Outlook, Skype for Biz). Hiring at various levels
Industry Computer Software
Experience
Microsoft September 2014 - Present
Microsoft December 2013 - August 2014
Microsoft May 2012 - November 2013
Travelers April 2010 - May 2012
AT&T 2006 - 2008
AT&T 2004 - 2005
AT&T 2001 - 2003
UBS 2001 - 2001
Skills
Product Management, Competitive Analysis, P&L Management, Business Strategy, Strategic Planning, Financial Modeling, Analytics, Cross-functional Team..., Business Process..., Segmentation, Data Analysis, Product Marketing, Predictive Analytics, Lifetime Value, Loyalty Analytics, Customer Retention, Customer Lifecycle..., Financial Analysis, Customer Experience, Market Launch, Financial Planning, SaaS, Management, Multi-channel Marketing, Digital Marketing, Enterprise Software, Analysis, Customer Insight, Marketing, Mergers & Acquisitions, Telecommunications, CRM, Strategic Partnerships, Business Analysis, Business Intelligence, Integrated Marketing, Vendor Management
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA, Strategy, Finance, Marketing
National Institute of Technology
Engineering, Electrical Engineering and Computer Science
St. Thomas School
Microsoft September 2014 - Present
Microsoft December 2013 - August 2014
Microsoft May 2012 - November 2013
Travelers April 2010 - May 2012
AT&T 2006 - 2008
AT&T 2004 - 2005
AT&T 2001 - 2003
UBS 2001 - 2001
Skills
Product Management, Competitive Analysis, P&L Management, Business Strategy, Strategic Planning, Financial Modeling, Analytics, Cross-functional Team..., Business Process..., Segmentation, Data Analysis, Product Marketing, Predictive Analytics, Lifetime Value, Loyalty Analytics, Customer Retention, Customer Lifecycle..., Financial Analysis, Customer Experience, Market Launch, Financial Planning, SaaS, Management, Multi-channel Marketing, Digital Marketing, Enterprise Software, Analysis, Customer Insight, Marketing, Mergers & Acquisitions, Telecommunications, CRM, Strategic Partnerships, Business Analysis, Business Intelligence, Integrated Marketing, Vendor Management
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA, Strategy, Finance, Marketing
National Institute of Technology
Engineering, Electrical Engineering and Computer Science
St. Thomas School
Garrett Yount Garrett Yount's UBS Experience January 2011 - May 2011
Job AVP, Branch Relationship Manager at Regions Bank
Industry Financial Services
Experience
Regions Bank July 2013 - Present
Regions Bank July 2012 - July 2013
Regions Bank June 2012 - July 2012
UBS January 2011 - May 2011
Skills
Investments, Banking, Leadership, Credit, Financial Services, Sales, Strategic Planning, Management, Business Strategy, Coaching, Small Business Lending, Consumer Lending, Loans, Wealth Management, Financial Risk, Public Speaking, Finance
Education
Rollins College 2015 — 2017
Master of Human Resources, Human Resources Management and Services
Rollins College 2009 — 2012
Economics, Economics, Finance
Central Arizona College 2008 — 2009
Transfer, Finance
Regions Bank July 2013 - Present
Regions Bank July 2012 - July 2013
Regions Bank June 2012 - July 2012
UBS January 2011 - May 2011
Skills
Investments, Banking, Leadership, Credit, Financial Services, Sales, Strategic Planning, Management, Business Strategy, Coaching, Small Business Lending, Consumer Lending, Loans, Wealth Management, Financial Risk, Public Speaking, Finance
Education
Rollins College 2015 — 2017
Master of Human Resources, Human Resources Management and Services
Rollins College 2009 — 2012
Economics, Economics, Finance
Central Arizona College 2008 — 2009
Transfer, Finance
Ed Buser Ed Buser's UBS Experience June 2011 - August 2011
Job Senior Consultant Edgewater Ranzal
Industry Financial Services
Experience
Edgewater Ranzal June 2012 - Present
UBS June 2011 - August 2011
Canary Wharf Group plc January 2011 - April 2011
Hurlow Wealth Management May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel, Valuation, Access, PowerPoint, Microsoft Office, Project Management, Analysis, Strategic Planning, Essbase, Marketing, Strategy
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance and Business Economics & Public Policy - Economic Consulting
Cass Business School 2011 — 2011
Finance & Strategy
Edgewater Ranzal June 2012 - Present
UBS June 2011 - August 2011
Canary Wharf Group plc January 2011 - April 2011
Hurlow Wealth Management May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel, Valuation, Access, PowerPoint, Microsoft Office, Project Management, Analysis, Strategic Planning, Essbase, Marketing, Strategy
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance and Business Economics & Public Policy - Economic Consulting
Cass Business School 2011 — 2011
Finance & Strategy
Kevin Walker's UBS Experience January 2014 - April 2014
Job Microsoft Technologies Recruiter at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems May 2014 - Present
UBS January 2014 - April 2014
Brighton Bar & Grill May 2013 - November 2013
Self Employed April 2005 - October 2013
Lumenilaire November 2012 - March 2013
Andiamo Italia May 2010 - November 2012
Skills
Microsoft Office, Sales, Dedication to work, Organization, AutoCAD, Microsoft Excel, Microsoft Word, PowerPoint, Morningstar, Autodesk Software, Finance, Customer Service, Access, Accounting, Time Management
Education
University of Michigan-Dearborn 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance / Supply Chain Management
Oakland Community College 2010 — 2012
Central Michigan University 2009 — 2010
Walled Lake Central High School 2005 — 2009
High School Diploma
TEKsystems May 2014 - Present
UBS January 2014 - April 2014
Brighton Bar & Grill May 2013 - November 2013
Self Employed April 2005 - October 2013
Lumenilaire November 2012 - March 2013
Andiamo Italia May 2010 - November 2012
Skills
Microsoft Office, Sales, Dedication to work, Organization, AutoCAD, Microsoft Excel, Microsoft Word, PowerPoint, Morningstar, Autodesk Software, Finance, Customer Service, Access, Accounting, Time Management
Education
University of Michigan-Dearborn 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance / Supply Chain Management
Oakland Community College 2010 — 2012
Central Michigan University 2009 — 2010
Walled Lake Central High School 2005 — 2009
High School Diploma
Fred Shuster Fred Shuster's UBS Experience February 1986 - September 2005
Job President, Newbury Investment Partners, an Independent Firm
Industry Financial Services
Experience
Raymond James Financial Services, Inc September 2005 - Present
UBS February 1986 - September 2005
Education
Case Western Reserve University 1978 — 1980
Master of Science in Social Administration (MSSA), Social Work, Community Organization, Leadership Development
University of Massachusetts, Amherst
B.A., Political Science
Raymond James Financial Services, Inc September 2005 - Present
UBS February 1986 - September 2005
Education
Case Western Reserve University 1978 — 1980
Master of Science in Social Administration (MSSA), Social Work, Community Organization, Leadership Development
University of Massachusetts, Amherst
B.A., Political Science
Kerube Encarnacion Kerube Encarnacion's UBS Experience March 2012 - August 2012
Job Administrative Assistant at Robert Half
Industry Marketing and Advertising
Experience
Robert Half December 2014 - Present
Philips March 2013 - December 2014
UBS March 2012 - August 2012
Byram Self Storage October 2010 - March 2012
Central Penn College April 2009 - June 2010
ROSCO 2010 - 2010
Skills
Marketing, Microsoft Excel, Customer Service, Market Planning, Microsoft Publisher, Social Media Marketing, Social Networking, Social Media, Advertising, Marketing Communications, Digital Marketing, Public Relations, MS Office (Word, Excel,..., Public Speaking, Leadership, PowerPoint, Microsoft Office, Training, Event Planning, Recruiting, Account Management, Sales, Integrated Marketing, Microsoft Word, Human Resources, New Business Development, Management
Education
Central Penn College 2007 — 2010
Bachelor of Science, Business Administration, Marketing
West Hill High School 2003 — 2007
Robert Half December 2014 - Present
Philips March 2013 - December 2014
UBS March 2012 - August 2012
Byram Self Storage October 2010 - March 2012
Central Penn College April 2009 - June 2010
ROSCO 2010 - 2010
Skills
Marketing, Microsoft Excel, Customer Service, Market Planning, Microsoft Publisher, Social Media Marketing, Social Networking, Social Media, Advertising, Marketing Communications, Digital Marketing, Public Relations, MS Office (Word, Excel,..., Public Speaking, Leadership, PowerPoint, Microsoft Office, Training, Event Planning, Recruiting, Account Management, Sales, Integrated Marketing, Microsoft Word, Human Resources, New Business Development, Management
Education
Central Penn College 2007 — 2010
Bachelor of Science, Business Administration, Marketing
West Hill High School 2003 — 2007
Joe Kang Joe Kang's UBS Experience June 2012 - August 2012
Job Analyst Treasury and Trade Solutions at Citi
Industry Banking
Experience
Citi January 2014 - Present
UBS June 2012 - August 2012
Seilern Investment Management May 2010 - July 2010
Skills
Bloomberg, Data Analysis, Microsoft Excel, Financial Modeling, Mandarin, PowerPoint, Microsoft Word, Microsoft Office, Portfolio Management, Analysis, Due Diligence, Investment Banking
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2013
Bachelor of Science, Business Administration
Suzhou High School 2006 — 2009
High School Degree
Citi January 2014 - Present
UBS June 2012 - August 2012
Seilern Investment Management May 2010 - July 2010
Skills
Bloomberg, Data Analysis, Microsoft Excel, Financial Modeling, Mandarin, PowerPoint, Microsoft Word, Microsoft Office, Portfolio Management, Analysis, Due Diligence, Investment Banking
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2013
Bachelor of Science, Business Administration
Suzhou High School 2006 — 2009
High School Degree
Rachel Walentowicz Rachel Walentowicz's UBS Experience December 2011 - June 2014
Job Senior Compliance Analyst Regulatory Reporting at AIG Investments & Financial Services
Industry Financial Services
Experience
AIG Investment Group June 2014 - Present
UBS December 2011 - June 2014
UBS May 2006 - December 2011
Skills
Mutual Funds, Wealth Management, Fixed Income, Microsoft Excel, Alternative Investments, Financial Analysis, Time Management, PowerPoint, Suitability Analysis, Oral & Written..., Multitasking Skills, Surveillance, Series 7, Microsoft Office, Microsoft Word, Microsoft Power Point, FINRA, Equities, Structured Products, Variable Annuities, Securities Exchange Act..., Securities Act of 1933, Investment Advisors Act..., Asset Allocation, Hedge Funds, Policy, Securities
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Master of Business Administration (M.B.A.), Accounting/Finance
Centenary College 2002 — 2006
Bachelor of Business Administration (B.B.A.)
AIG Investment Group June 2014 - Present
UBS December 2011 - June 2014
UBS May 2006 - December 2011
Skills
Mutual Funds, Wealth Management, Fixed Income, Microsoft Excel, Alternative Investments, Financial Analysis, Time Management, PowerPoint, Suitability Analysis, Oral & Written..., Multitasking Skills, Surveillance, Series 7, Microsoft Office, Microsoft Word, Microsoft Power Point, FINRA, Equities, Structured Products, Variable Annuities, Securities Exchange Act..., Securities Act of 1933, Investment Advisors Act..., Asset Allocation, Hedge Funds, Policy, Securities
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Master of Business Administration (M.B.A.), Accounting/Finance
Centenary College 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Kaushik Putta's UBS Experience July 2008 - April 2010
Job Quantitative Analyst at Circulum Vite LLC
Industry Financial Services
Experience
Circulum Vite LLC September 2012 - Present
Rothschild Asset Management May 2012 - September 2012
Rothschild Asset Management June 2011 - August 2011
UBS July 2008 - April 2010
CNRS May 2007 - July 2007
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
Masters, Computational Finance
Indian Institute of Technology, Guwahati 2004 — 2008
B Tech, Computer Science and Engineering
Circulum Vite LLC September 2012 - Present
Rothschild Asset Management May 2012 - September 2012
Rothschild Asset Management June 2011 - August 2011
UBS July 2008 - April 2010
CNRS May 2007 - July 2007
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
Masters, Computational Finance
Indian Institute of Technology, Guwahati 2004 — 2008
B Tech, Computer Science and Engineering
Jay Drobbin Jay Drobbin's UBS Experience 2002 - 2004
Job
Industry Financial Services
Experience
TIAA-CREF August 2011 - Present
MetLife December 2009 - August 2011
ING 2004 - March 2009
CitiStreet June 2004 - January 2009
UBS 2002 - 2004
Express Scripts 2001 - 2002
Managing Editor 1998 - 2000
Fairchild Publications 1995 - 1998
Skills
Marketing Communications, Corporate Communications, Product Marketing, Public Speaking, Electronic..., Sales Support, Internal Communications, Communications Strategy, Employee Benefits, Direct Marketing, Advertising, Integrated Marketing, Leadership, Marketing, Strategic Communications, Vendor Management
Education
University of Phoenix 2001 — 2003
MBA, Business Administration
Central Connecticut State University 1990 — 1994
BA, Communications - Public Relations/Interpersonal Communications
Hamilton High School North 1986 — 1990
TIAA-CREF August 2011 - Present
MetLife December 2009 - August 2011
ING 2004 - March 2009
CitiStreet June 2004 - January 2009
UBS 2002 - 2004
Express Scripts 2001 - 2002
Managing Editor 1998 - 2000
Fairchild Publications 1995 - 1998
Skills
Marketing Communications, Corporate Communications, Product Marketing, Public Speaking, Electronic..., Sales Support, Internal Communications, Communications Strategy, Employee Benefits, Direct Marketing, Advertising, Integrated Marketing, Leadership, Marketing, Strategic Communications, Vendor Management
Education
University of Phoenix 2001 — 2003
MBA, Business Administration
Central Connecticut State University 1990 — 1994
BA, Communications - Public Relations/Interpersonal Communications
Hamilton High School North 1986 — 1990
Tracy Porier Tracy Porier's UBS Experience June 2005 - April 2007
Job Director of Sales Staybridge Suites Knoxville West
Industry Hospitality
Experience
Staybridge Suites® Hotels January 2015 - Present
Marriott International June 2009 - December 2014
Simon Property Group April 2007 - June 2009
UBS June 2005 - April 2007
AT&T May 2001 - June 2005
JCPenney May 1989 - March 1999
Skills
Marketing Strategy, Marketing, Business Development, Sales Management, Sales, Advertising, Market Research, Training, Account Management, Management, Strategic Planning, Sales Presentations, Hospitality Management, Hospitality Industry, Hospitality, Event Management, Direct Sales, Team Building, Customer Service, Leadership, Retail, Cold Calling, Event Planning
Education
Haslam College of Business at the University of Tennessee 2005 — 2006
MBA, Business Administration
Carson-Newman University 1985 — 1989
BS, Business Management
Staybridge Suites® Hotels January 2015 - Present
Marriott International June 2009 - December 2014
Simon Property Group April 2007 - June 2009
UBS June 2005 - April 2007
AT&T May 2001 - June 2005
JCPenney May 1989 - March 1999
Skills
Marketing Strategy, Marketing, Business Development, Sales Management, Sales, Advertising, Market Research, Training, Account Management, Management, Strategic Planning, Sales Presentations, Hospitality Management, Hospitality Industry, Hospitality, Event Management, Direct Sales, Team Building, Customer Service, Leadership, Retail, Cold Calling, Event Planning
Education
Haslam College of Business at the University of Tennessee 2005 — 2006
MBA, Business Administration
Carson-Newman University 1985 — 1989
BS, Business Management
Jeffrey Yang's UBS Experience 1994 - 1998
Job Technology Strategist Consultant & Partner
Industry Information Technology and Services
Experience
Arabella September 2011 - Present
Yang Consulting April 2006 - Present
Solvate Inc September 2008 - May 2011
ValetNoir Inc. August 2001 - August 2008
HotJobs.com 1998 - 2001
UBS 1994 - 1998
Skills
Mobile Applications, User Experience, Enterprise Software, Scrum, Product Development, Software Engineering, Linux, PHP, Strategic Partnerships, HTML, Software Project..., XML, Java, Scalability, Big Data, Amazon Web Services..., Analytics, SQL, Web Applications, Web Development, JavaScript, Ruby on Rails, CMS, Databases, CSS
Education
Carnegie Mellon University 1990 — 1994
BS, Math & Computer Science
Arabella September 2011 - Present
Yang Consulting April 2006 - Present
Solvate Inc September 2008 - May 2011
ValetNoir Inc. August 2001 - August 2008
HotJobs.com 1998 - 2001
UBS 1994 - 1998
Skills
Mobile Applications, User Experience, Enterprise Software, Scrum, Product Development, Software Engineering, Linux, PHP, Strategic Partnerships, HTML, Software Project..., XML, Java, Scalability, Big Data, Amazon Web Services..., Analytics, SQL, Web Applications, Web Development, JavaScript, Ruby on Rails, CMS, Databases, CSS
Education
Carnegie Mellon University 1990 — 1994
BS, Math & Computer Science
Christian Walton's UBS Experience 1994 - 2014
Job Product Development and Strategic Leadership
Industry Medical Devices
Experience
Self January 1994 - Present
UBS 1994 - 2014
Triple Ring Technologies January 2008 - September 2013
Circle Medical Devices (merger => CIRTEC) September 2006 - September 2007
R2 Technology (acquired by Hologic) December 2000 - July 2005
Natus Medical June 1995 - December 2000
Skills
Strategic Partnerships, Leadership, FDA, Cross-functional Team..., Biotechnology, Product Development, R&D, Design Control, Engineering, Project Management, Start-ups, Medical Devices, Mechanical Engineering, Project Planning, Systems Engineering, Commercialization, Quality System, Design for Manufacturing, Design of Experiments, Product Design, Electronics, Engineering Management, Manufacturing, Biomedical Engineering, ISO 13485, V&V, Lifesciences, Validation, Product Management, Product Launch, Program Management
Education
Carnegie-Mellon University
Bachelors of Science, Mechanical Engineering; Art; Music
Stanford University
Masters of Science, Mechanical Engineering
Self January 1994 - Present
UBS 1994 - 2014
Triple Ring Technologies January 2008 - September 2013
Circle Medical Devices (merger => CIRTEC) September 2006 - September 2007
R2 Technology (acquired by Hologic) December 2000 - July 2005
Natus Medical June 1995 - December 2000
Skills
Strategic Partnerships, Leadership, FDA, Cross-functional Team..., Biotechnology, Product Development, R&D, Design Control, Engineering, Project Management, Start-ups, Medical Devices, Mechanical Engineering, Project Planning, Systems Engineering, Commercialization, Quality System, Design for Manufacturing, Design of Experiments, Product Design, Electronics, Engineering Management, Manufacturing, Biomedical Engineering, ISO 13485, V&V, Lifesciences, Validation, Product Management, Product Launch, Program Management
Education
Carnegie-Mellon University
Bachelors of Science, Mechanical Engineering; Art; Music
Stanford University
Masters of Science, Mechanical Engineering
Peter Peng's UBS Experience February 2012 - July 2014
Job Manager End User Services Engineering at Tiffany & Co.
Industry Information Technology and Services
Experience
Tiffany & Co. July 2014 - Present
UBS February 2012 - July 2014
UBS June 2010 - February 2012
UBS Wealth Management October 2006 - June 2010
Citigroup July 2003 - September 2006
Education
New York University
MS, Management & Systems
Carnegie Mellon University
BS, Information Systems
Tiffany & Co. July 2014 - Present
UBS February 2012 - July 2014
UBS June 2010 - February 2012
UBS Wealth Management October 2006 - June 2010
Citigroup July 2003 - September 2006
Education
New York University
MS, Management & Systems
Carnegie Mellon University
BS, Information Systems
Liviu Claudiu Cismaru's UBS Experience September 2010 - April 2011
Job Senior Manager in Enterprise Software for Global Organizations.
Industry Information Technology and Services
Experience
AccentWay 2009 - Present
Adobe 2003 - Present
Oracle Consulting 2005 - Present
Finance Banking 2013 - 2014
Home Automation Research August 2011 - January 2012
Oracle - City of Ottawa 2011 - 2012
EU Structural Funds February 2009 - August 2011
UBS September 2010 - April 2011
Nortel March 2000 - June 2002
Syndesis July 1999 - June 2000
Skills
IT Strategy, Management Consulting, Enterprise Software, Strategy, Program Management, Consulting, Project Portfolio..., Knowledge Management, Business Analysis, Business Intelligence, Business Strategy, Business Alignment, Business Process..., Risk Management, IT Operations Management, IT Management, Governance, Outsourcing, Business Process, Business Transformation, PMO, Business Process Design, Management, Project Management, Change Management, Product Management, Agile Methodologies, Start-ups, Salesforce.com, Oracle Fusion Middleware, DevOps
Education
Queen's School of Business, Canada 2006 — 2011
MBA, Business
University of Ottawa / Université d'Ottawa
Masters, Business Administration, transfer to Queen's University
Polytechnic University, Bucharest 1989 — 1994
MSc, Computer Science
Carleton University 2009 — 2010
Lead to WIn, Entrepreneurship
AccentWay 2009 - Present
Adobe 2003 - Present
Oracle Consulting 2005 - Present
Finance Banking 2013 - 2014
Home Automation Research August 2011 - January 2012
Oracle - City of Ottawa 2011 - 2012
EU Structural Funds February 2009 - August 2011
UBS September 2010 - April 2011
Nortel March 2000 - June 2002
Syndesis July 1999 - June 2000
Skills
IT Strategy, Management Consulting, Enterprise Software, Strategy, Program Management, Consulting, Project Portfolio..., Knowledge Management, Business Analysis, Business Intelligence, Business Strategy, Business Alignment, Business Process..., Risk Management, IT Operations Management, IT Management, Governance, Outsourcing, Business Process, Business Transformation, PMO, Business Process Design, Management, Project Management, Change Management, Product Management, Agile Methodologies, Start-ups, Salesforce.com, Oracle Fusion Middleware, DevOps
Education
Queen's School of Business, Canada 2006 — 2011
MBA, Business
University of Ottawa / Université d'Ottawa
Masters, Business Administration, transfer to Queen's University
Polytechnic University, Bucharest 1989 — 1994
MSc, Computer Science
Carleton University 2009 — 2010
Lead to WIn, Entrepreneurship
Kelley Bloomquist's UBS Experience July 2004 - Present
Job . at UBS
Industry Financial Services
Experience
UBS July 2004 - Present
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Marketing and Management of Technology & Operations
Carnegie Mellon University 2000 — 2004
Hopkins High School 1997 — 2000
UBS July 2004 - Present
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Marketing and Management of Technology & Operations
Carnegie Mellon University 2000 — 2004
Hopkins High School 1997 — 2000
Austin Bye's UBS Experience 2000 - 2000
Job Senior Programmer at Princeton University
Industry Financial Services
Experience
Princeton University October 2008 - Present
Citi May 2005 - October 2008
CitiStreet October 2000 - May 2005
UBS 2000 - 2000
Skills
Java
Education
Carnegie Mellon University 1993 — 1997
BS, Computer Science
Princeton University October 2008 - Present
Citi May 2005 - October 2008
CitiStreet October 2000 - May 2005
UBS 2000 - 2000
Skills
Java
Education
Carnegie Mellon University 1993 — 1997
BS, Computer Science
Evan Gerhard's UBS Experience May 2010 - February 2012
Job at Cairn Capital
Industry Capital Markets
Experience
Cairn Capital February 2012 - Present
UBS May 2010 - February 2012
Mill Hill Advisors December 2008 - May 2010
Lehman Brothers March 2008 - December 2008
RBS Greenwich Capital July 2004 - March 2008
Credit Suisse First Boston August 2003 - July 2004
Skills
Securities Lending, Fixed Income, Structured Finance, Structured Products, Financial Structuring, Market Risk
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2003
MS, Computational Finance
Indiana University - Kelley School of Business 1998 — 2002
BS, Business Management
Cairn Capital February 2012 - Present
UBS May 2010 - February 2012
Mill Hill Advisors December 2008 - May 2010
Lehman Brothers March 2008 - December 2008
RBS Greenwich Capital July 2004 - March 2008
Credit Suisse First Boston August 2003 - July 2004
Skills
Securities Lending, Fixed Income, Structured Finance, Structured Products, Financial Structuring, Market Risk
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2003
MS, Computational Finance
Indiana University - Kelley School of Business 1998 — 2002
BS, Business Management
Danny Fang's UBS Experience June 2007 - August 2007
Job Finance
Industry Financial Services
Experience
Royal Bank of Scotland July 2008 - December 2011
UBS June 2007 - August 2007
Lehman Brothers September 2004 - August 2006
General Dynamics June 2003 - September 2004
Skills
FX Options, Financial Modeling, Investments, FX trading, Emerging Markets, Fixed Income, Derivatives, Financial Risk, Investment Banking, Bloomberg, Financial Markets, Equities, Capital Markets, FX Trading, Portfolio Management
Education
Carnegie Mellon University 2006 — 2008
MS/MBA, MSCF and MBA
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MS, Business, Computational Finance
The Cooper Union for the Advancement of Science and Art 1999 — 2003
BSc, Electrical Engineering
Royal Bank of Scotland July 2008 - December 2011
UBS June 2007 - August 2007
Lehman Brothers September 2004 - August 2006
General Dynamics June 2003 - September 2004
Skills
FX Options, Financial Modeling, Investments, FX trading, Emerging Markets, Fixed Income, Derivatives, Financial Risk, Investment Banking, Bloomberg, Financial Markets, Equities, Capital Markets, FX Trading, Portfolio Management
Education
Carnegie Mellon University 2006 — 2008
MS/MBA, MSCF and MBA
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MS, Business, Computational Finance
The Cooper Union for the Advancement of Science and Art 1999 — 2003
BSc, Electrical Engineering
Jamie Feldman's UBS Experience April 2006 - May 2009
Job REIT Equity Research Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2009 - Present
UBS April 2006 - May 2009
Prudential Equity Group October 2002 - April 2006
Bear Stearns August 2001 - April 2002
Deloitte & Touche 1998 - 2000
Education
Case Western Reserve University School of Law 1997 — 2001
JD/MBA
Weatherhead School of Management at Case Western Reserve University 1997 — 2001
The University of Texas at Austin 1991 — 1995
MS, Communication, Business
Beachwood High School
Bank of America Merrill Lynch May 2009 - Present
UBS April 2006 - May 2009
Prudential Equity Group October 2002 - April 2006
Bear Stearns August 2001 - April 2002
Deloitte & Touche 1998 - 2000
Education
Case Western Reserve University School of Law 1997 — 2001
JD/MBA
Weatherhead School of Management at Case Western Reserve University 1997 — 2001
The University of Texas at Austin 1991 — 1995
MS, Communication, Business
Beachwood High School
Ryan Santarella's UBS Experience November 2013 - Present
Job Associate Director at UBS
Industry Banking
Experience
UBS November 2013 - Present
Carnegie Mellon Tepper School of Business August 2011 - May 2013
Oracle Corporation January 2009 - August 2011
Deloitte & Touche LLP September 2005 - December 2008
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Miami University 2000 — 2005
Bachelor of Science (B.S.), Accountancy and Management Information Systems
UBS November 2013 - Present
Carnegie Mellon Tepper School of Business August 2011 - May 2013
Oracle Corporation January 2009 - August 2011
Deloitte & Touche LLP September 2005 - December 2008
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Miami University 2000 — 2005
Bachelor of Science (B.S.), Accountancy and Management Information Systems
Todd Emmel's UBS Experience February 1990 - June 1998
Job VP at John Hancock
Industry Financial Services
Experience
John Hancock August 2003 - Present
Take-Two Interactive Software, Inc. February 2002 - March 2007
UBS February 1990 - June 1998
Skills
Credit, Credit Analysis, Portfolio Management, Financial Modeling, Investments, Securitization, Vendor Management, Mergers, Private Equity, Financial Structuring, Asset Management, Strategic Financial...
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
John Hancock August 2003 - Present
Take-Two Interactive Software, Inc. February 2002 - March 2007
UBS February 1990 - June 1998
Skills
Credit, Credit Analysis, Portfolio Management, Financial Modeling, Investments, Securitization, Vendor Management, Mergers, Private Equity, Financial Structuring, Asset Management, Strategic Financial...
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
Vital Aelion's UBS Experience 2001 - 2002
Job Portfolio Advisor at Asia Development Fund
Industry Renewables & Environment
Experience
Asia Development Fund March 2015 - Present
--- January 2015 - Present
Cool Planet Energy Systems May 2011 - January 2015
Standard Chartered Bank September 2008 - March 2011
Bear Stearns March 2008 - August 2008
Banc of America Securities September 2006 - March 2008
Young and Partners 2004 - 2005
UBS 2001 - 2002
J.P. Morgan 1999 - 2001
A.T. Kearney 1997 - 1998
Skills
Investment Banking, Planning, Financial Modeling, Mergers, Renewable Energy, Energy, Business Strategy, Start-ups, Strategy, Private Equity, Emerging Markets, Valuation, Risk Management, Corporate Finance, Financial Analysis, Competitive Analysis, Due Diligence, M&A experience, Analysis, Process Engineering, Project Finance, Corporate Development, Mergers & Acquisitions, Project Planning, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Corporate Finance
Carnegie Mellon University 1988 — 1992
Ph.D., Chemical Engineering
Massachusetts Institute of Technology 1988 — 1988
Master of Science (MS), Chemical Engineering
Massachusetts Institute of Technology 1985 — 1988
Bachelor of Science (BSc), Chemical Engineering
Asia Development Fund March 2015 - Present
--- January 2015 - Present
Cool Planet Energy Systems May 2011 - January 2015
Standard Chartered Bank September 2008 - March 2011
Bear Stearns March 2008 - August 2008
Banc of America Securities September 2006 - March 2008
Young and Partners 2004 - 2005
UBS 2001 - 2002
J.P. Morgan 1999 - 2001
A.T. Kearney 1997 - 1998
Skills
Investment Banking, Planning, Financial Modeling, Mergers, Renewable Energy, Energy, Business Strategy, Start-ups, Strategy, Private Equity, Emerging Markets, Valuation, Risk Management, Corporate Finance, Financial Analysis, Competitive Analysis, Due Diligence, M&A experience, Analysis, Process Engineering, Project Finance, Corporate Development, Mergers & Acquisitions, Project Planning, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Corporate Finance
Carnegie Mellon University 1988 — 1992
Ph.D., Chemical Engineering
Massachusetts Institute of Technology 1988 — 1988
Master of Science (MS), Chemical Engineering
Massachusetts Institute of Technology 1985 — 1988
Bachelor of Science (BSc), Chemical Engineering
Robert Vitek's UBS Experience 2000 - 2003
Job Founder at Swel
Industry Internet
Experience
Swel November 2014 - Present
ShapeUp July 2009 - May 2015
My Coupons, LLC October 2006 - June 2009
Ryan Homes June 2005 - September 2006
Prime Homes May 2004 - May 2005
David A. Foss Construction May 2003 - May 2004
UBS 2000 - 2003
Skills
CSS, JavaScript, PHP, SQL, AJAX, Software Project..., Start-ups, SEO, Software Development, E-commerce, MySQL, Web Applications
Education
Carnegie Mellon University 1995 — 2000
BS, Information Systems and Business Administration
Swel November 2014 - Present
ShapeUp July 2009 - May 2015
My Coupons, LLC October 2006 - June 2009
Ryan Homes June 2005 - September 2006
Prime Homes May 2004 - May 2005
David A. Foss Construction May 2003 - May 2004
UBS 2000 - 2003
Skills
CSS, JavaScript, PHP, SQL, AJAX, Software Project..., Start-ups, SEO, Software Development, E-commerce, MySQL, Web Applications
Education
Carnegie Mellon University 1995 — 2000
BS, Information Systems and Business Administration
Brian M. Martinez's UBS Experience January 2007 - April 2012
Job Transformation Consultant With Specialty in Hybrid Cloud
Industry Computer Software
Experience
VMware 2014 - Present
VMware May 2012 - Present
UBS January 2007 - April 2012
JP Morgan Chase 2000 - 2006
JPMorgan Chase 2000 - 2006
Skills
Virtualization, VMware, Disaster Recovery, VMware Infrastructure, Data Center, VMware ESX, Storage Area Networks, NetApp, Enterprise Architecture, Citrix, Cloud Computing, SAN, Storage, Windows Server, Server Architecture, Servers, VDI, High Availability, Linux, System Deployment, Security, Infrastructure
Education
Central Connecticut State University 1997 — 2000
RHS 1994 — 1997
VMware 2014 - Present
VMware May 2012 - Present
UBS January 2007 - April 2012
JP Morgan Chase 2000 - 2006
JPMorgan Chase 2000 - 2006
Skills
Virtualization, VMware, Disaster Recovery, VMware Infrastructure, Data Center, VMware ESX, Storage Area Networks, NetApp, Enterprise Architecture, Citrix, Cloud Computing, SAN, Storage, Windows Server, Server Architecture, Servers, VDI, High Availability, Linux, System Deployment, Security, Infrastructure
Education
Central Connecticut State University 1997 — 2000
RHS 1994 — 1997
Hua Yu's UBS Experience 2012 - 2013
Job Software Engineer at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. 2013 - Present
UBS 2012 - 2013
Sanford Bernstein 2007 - 2012
Google 2004 - 2007
Carnegie Mellon University 1996 - 2004
Skills
Algorithms, Machine Learning, Python, Statistical Modeling, Perl, C++, R, Data Mining
Education
Carnegie Mellon University 1996 — 2004
KCG Holdings, Inc. 2013 - Present
UBS 2012 - 2013
Sanford Bernstein 2007 - 2012
Google 2004 - 2007
Carnegie Mellon University 1996 - 2004
Skills
Algorithms, Machine Learning, Python, Statistical Modeling, Perl, C++, R, Data Mining
Education
Carnegie Mellon University 1996 — 2004
Brad Burke, CFA, CPA's UBS Experience June 2013 - September 2013
Job Equity Research Analyst Office and Industrial REITs at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2013 - Present
UBS June 2013 - September 2013
UBS January 2011 - June 2013
Carnegie Mellon University April 2009 - December 2010
Merrill Lynch June 2008 - August 2008
Ernst & Young 2003 - 2007
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2009
M.B.A., Investment Strategy
University of Notre Dame - Mendoza College of Business 2003 — 2004
M.S., Accounting
Penn State University 2000 — 2003
B.S., Marketing
Goldman Sachs September 2013 - Present
UBS June 2013 - September 2013
UBS January 2011 - June 2013
Carnegie Mellon University April 2009 - December 2010
Merrill Lynch June 2008 - August 2008
Ernst & Young 2003 - 2007
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2009
M.B.A., Investment Strategy
University of Notre Dame - Mendoza College of Business 2003 — 2004
M.S., Accounting
Penn State University 2000 — 2003
B.S., Marketing
Jessica Todaro's UBS Experience June 2012 - Present
Job Software Engineer
Industry Computer Software
Experience
UBS June 2012 - Present
UBS March 2005 - June 2012
Skills
Electronic Trading, Trading Systems, Sybase, Derivatives, Unix, Market Data, SDLC, Python, Perl, Unix Shell Scripting
Education
Carnegie Mellon University 2000 — 2004
Bachelor of Science, Computer Science
UBS June 2012 - Present
UBS March 2005 - June 2012
Skills
Electronic Trading, Trading Systems, Sybase, Derivatives, Unix, Market Data, SDLC, Python, Perl, Unix Shell Scripting
Education
Carnegie Mellon University 2000 — 2004
Bachelor of Science, Computer Science
Krish Ravishankar's UBS Experience November 2000 - June 2001
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2012 - Present
Nomura Securities January 2010 - September 2012
Credit Suisse October 2008 - February 2010
Lehman Brothers May 2008 - October 2008
Barclays Capital March 2007 - April 2008
JPM Chase June 2005 - March 2007
Deutsche Bank November 2004 - June 2005
Societe Generale 2003 - 2004
UBS November 2000 - June 2001
Goldman Sachs April 1998 - November 2000
Skills
Software Documentation, Electronic Trading, Trading Systems, Financial Risk, Portfolio Management, Requirements Analysis, Risk Management, Business Analysis, Investment Banking, Equities, SDLC, Fixed Income, Derivatives, Trading, Risk, Credit, Front Office, Analysis, Middle Office, Asset, Product Development, Microsoft Office, Documentation, Market Data
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2004
MSCF, Computational Finance/Financial Engineering
Clemson University 1991 — 1993
MS, Computer Science
University of Madras 1986 — 1990
"Bachelor of Engineering" or B.E, Computer Science
JPMorgan Chase September 2012 - Present
Nomura Securities January 2010 - September 2012
Credit Suisse October 2008 - February 2010
Lehman Brothers May 2008 - October 2008
Barclays Capital March 2007 - April 2008
JPM Chase June 2005 - March 2007
Deutsche Bank November 2004 - June 2005
Societe Generale 2003 - 2004
UBS November 2000 - June 2001
Goldman Sachs April 1998 - November 2000
Skills
Software Documentation, Electronic Trading, Trading Systems, Financial Risk, Portfolio Management, Requirements Analysis, Risk Management, Business Analysis, Investment Banking, Equities, SDLC, Fixed Income, Derivatives, Trading, Risk, Credit, Front Office, Analysis, Middle Office, Asset, Product Development, Microsoft Office, Documentation, Market Data
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2004
MSCF, Computational Finance/Financial Engineering
Clemson University 1991 — 1993
MS, Computer Science
University of Madras 1986 — 1990
"Bachelor of Engineering" or B.E, Computer Science
Waylon Lu's UBS Experience July 2006 - August 2006
Job Manager at Satori Consulting
Industry Management Consulting
Experience
Satori Consulting September 2015 - Present
CITYarts Inc. September 2012 - Present
XL Group plc December 2011 - August 2015
Credit Suisse July 2010 - November 2011
PricewaterhouseCoopers July 2010 - July 2010
PricewaterhouseCoopers July 2009 - June 2010
BearingPoint February 2008 - July 2009
BearingPoint February 2007 - February 2008
UBS July 2006 - August 2006
China Development Bank June 2005 - August 2005
Skills
Six Sigma, Financial Modeling, Business Analysis, Program Management, Finance Transformation, IT Strategy, Organizational Design, Corporate Finance, Expense Management, Valuation, Business Process, Mergers & Acquisitions, Strategy, Analysis, Outsourcing, Financial Analysis, Business Transformation, Project Management, Management, Integration, Project Portfolio...
Education
Carnegie Mellon University 2002 — 2006
B.S., Business Administration, Finance
Stuyvesant High School 1998 — 2002
High School Diploma, Mathematics and Sciences
Satori Consulting September 2015 - Present
CITYarts Inc. September 2012 - Present
XL Group plc December 2011 - August 2015
Credit Suisse July 2010 - November 2011
PricewaterhouseCoopers July 2010 - July 2010
PricewaterhouseCoopers July 2009 - June 2010
BearingPoint February 2008 - July 2009
BearingPoint February 2007 - February 2008
UBS July 2006 - August 2006
China Development Bank June 2005 - August 2005
Skills
Six Sigma, Financial Modeling, Business Analysis, Program Management, Finance Transformation, IT Strategy, Organizational Design, Corporate Finance, Expense Management, Valuation, Business Process, Mergers & Acquisitions, Strategy, Analysis, Outsourcing, Financial Analysis, Business Transformation, Project Management, Management, Integration, Project Portfolio...
Education
Carnegie Mellon University 2002 — 2006
B.S., Business Administration, Finance
Stuyvesant High School 1998 — 2002
High School Diploma, Mathematics and Sciences
Jenny Xu's UBS Experience 1992 - 2004
Job Managing Director at Bank of America Merill Lynch
Industry Investment Banking
Experience
SAFE September 2012 - Present
Bank of America Merrill Lynch April 2004 - September 2012
UBS Investment Bank August 1999 - April 2004
Swiss Bank Corporation/UBS Warburg 1999 - 2004
UBS 1992 - 2004
UBS (SBC/OC) 1994 - 1999
Skills
FX Options, Market Making, Hedging, Structured Products, Quantitative Investing, Quantitative Analytics, Rates, High Frequency Trading, Electronic Trading, Trading Systems, Equity Derivatives, Options, Fixed Income, Equity Trading, Proprietary Trading, Volatility, Trading, Equities, Hedge Funds, Bloomberg, Risk Management, Commodity, Credit Derivatives, Interest Rate..., Valuation, Market Risk, Market Data, Portfolio Management, Capital Markets, Financial Risk, Quantitative Finance
Education
Carnegie Mellon University 1989 — 1990
Post Docotoral, Psychoacoustic Modeling
UNSW Australia 1983 — 1987
Ph.D, Seismic Digital Signal Processing
Peking University 1978 — 1982
BS, Geophysics
SAFE September 2012 - Present
Bank of America Merrill Lynch April 2004 - September 2012
UBS Investment Bank August 1999 - April 2004
Swiss Bank Corporation/UBS Warburg 1999 - 2004
UBS 1992 - 2004
UBS (SBC/OC) 1994 - 1999
Skills
FX Options, Market Making, Hedging, Structured Products, Quantitative Investing, Quantitative Analytics, Rates, High Frequency Trading, Electronic Trading, Trading Systems, Equity Derivatives, Options, Fixed Income, Equity Trading, Proprietary Trading, Volatility, Trading, Equities, Hedge Funds, Bloomberg, Risk Management, Commodity, Credit Derivatives, Interest Rate..., Valuation, Market Risk, Market Data, Portfolio Management, Capital Markets, Financial Risk, Quantitative Finance
Education
Carnegie Mellon University 1989 — 1990
Post Docotoral, Psychoacoustic Modeling
UNSW Australia 1983 — 1987
Ph.D, Seismic Digital Signal Processing
Peking University 1978 — 1982
BS, Geophysics
Ken Lesser's UBS Experience November 2004 - Present
Job Director at UBS
Industry Banking
Experience
UConn Alumni Association January 2013 - Present
UBS November 2004 - Present
Webster Bank January 1999 - November 2004
Skills
Fixed Income, Banking, Asset Allocation, Equities, Credit, Retirement Planning, Series 63, Capital Markets, Customer Service, Strategic Planning, Financial Modeling, Coaching, Leadership, Financial Analysis, Business Analysis
Education
Central Connecticut State University 1991 — 1994
Master's degree, Organizational Management
The University of Connecticut 1981 — 1985
Bachelor of Arts (B.A.), Political Science
UConn Alumni Association January 2013 - Present
UBS November 2004 - Present
Webster Bank January 1999 - November 2004
Skills
Fixed Income, Banking, Asset Allocation, Equities, Credit, Retirement Planning, Series 63, Capital Markets, Customer Service, Strategic Planning, Financial Modeling, Coaching, Leadership, Financial Analysis, Business Analysis
Education
Central Connecticut State University 1991 — 1994
Master's degree, Organizational Management
The University of Connecticut 1981 — 1985
Bachelor of Arts (B.A.), Political Science
Noel Dinneen's UBS Experience 1991 - 2006
Job Professional Services at MDSL FIA, SAG/AFTRA
Industry Financial Services
Experience
MDSL October 2006 - Present
Perot Systems 2001 - 2006
UBS 1991 - 2006
Emerald Technologies 1994 - 2001
improv olympics 1993 - 2001
Education
Carleton University 1989 — 1992
MDSL October 2006 - Present
Perot Systems 2001 - 2006
UBS 1991 - 2006
Emerald Technologies 1994 - 2001
improv olympics 1993 - 2001
Education
Carleton University 1989 — 1992
Thomas Hockswender's UBS Experience May 2010 - Present
Job
Industry Financial Services
Experience
UBS May 2010 - Present
PIMCO December 2008 - May 2010
JPMorgan June 2008 - December 2008
Bear Stearns March 2000 - June 2008
Castle Point Systems April 1996 - March 2000
Allied Signal Aerospace December 1993 - April 1996
Education
Carnegie Mellon University 1989 — 1993
UBS May 2010 - Present
PIMCO December 2008 - May 2010
JPMorgan June 2008 - December 2008
Bear Stearns March 2000 - June 2008
Castle Point Systems April 1996 - March 2000
Allied Signal Aerospace December 1993 - April 1996
Education
Carnegie Mellon University 1989 — 1993
Laurie Gokey's UBS Experience June 2008 - May 2009
Job Manager of the Financial Services Analytical Support Unit, Corporate and Governments Ratings at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's January 2011 - Present
Gokey Household May 2009 - December 2010
UBS June 2008 - May 2009
Citigroup July 2004 - June 2008
Exceed Communications International, Inc. January 2000 - May 2004
Skills
Finance, Risk Management, Financial Services, Project Management, Wealth Management, Budget, Investment Banking, Financial Modeling, Banking, Financial Analysis, Corporate Finance, Retail Banking, Investments, Capital Markets, Hedge Funds
Education
Carnegie Mellon University
Bachelors, Psychology and French
Columbia University in the City of New York
New York University
Graduate Certificate, Marketing
Stuyvesant
Standard & Poor's January 2011 - Present
Gokey Household May 2009 - December 2010
UBS June 2008 - May 2009
Citigroup July 2004 - June 2008
Exceed Communications International, Inc. January 2000 - May 2004
Skills
Finance, Risk Management, Financial Services, Project Management, Wealth Management, Budget, Investment Banking, Financial Modeling, Banking, Financial Analysis, Corporate Finance, Retail Banking, Investments, Capital Markets, Hedge Funds
Education
Carnegie Mellon University
Bachelors, Psychology and French
Columbia University in the City of New York
New York University
Graduate Certificate, Marketing
Stuyvesant
William Lao's UBS Experience November 2004 - May 2010
Job Head of Data Analytics at Blockseer
Industry Computer Software
Experience
BlockSeer March 2015 - Present
BTC China December 2013 - February 2015
Factual Inc May 2013 - December 2013
Factual Inc April 2011 - May 2013
UBS November 2004 - May 2010
Skills
Hadoop, Start-ups, Distributed Systems, Project Management, Software Engineering, Big Data, Bitcoin, Git, Java, JavaScript, Ruby, AngularJS, Ruby on Rails, Spark, Scala
Education
New York University 2006 — 2009
MBA, Global Business, Finance
Carnegie Mellon University 2000 — 2004
Bachelor of Science, Computer Science, Computational Logic
Philips Academy Andover 1996 — 2000
High School, Liberal Arts and Sciences
BlockSeer March 2015 - Present
BTC China December 2013 - February 2015
Factual Inc May 2013 - December 2013
Factual Inc April 2011 - May 2013
UBS November 2004 - May 2010
Skills
Hadoop, Start-ups, Distributed Systems, Project Management, Software Engineering, Big Data, Bitcoin, Git, Java, JavaScript, Ruby, AngularJS, Ruby on Rails, Spark, Scala
Education
New York University 2006 — 2009
MBA, Global Business, Finance
Carnegie Mellon University 2000 — 2004
Bachelor of Science, Computer Science, Computational Logic
Philips Academy Andover 1996 — 2000
High School, Liberal Arts and Sciences
David Gilliand's UBS Experience 1998 - 2008
Job Managing Director Head of Special Situations at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation July 2013 - Present
Goldman Sachs July 2008 - July 2013
UBS 1998 - 2008
Merrill Lynch 1993 - 1998
PNC Investments 1985 - 1993
Skills
Asset Management, Credit, Management, Fixed Income, Capital Markets, Investment Banking, Bonds, Derivatives, Bloomberg, Securities, Equities, Financial Modeling, Hedge Funds, Series 7, Valuation, Structured Finance, Structured Products, Portfolio Management, Trading, Investments
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
The University of Kansas 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
ORIX USA Corporation July 2013 - Present
Goldman Sachs July 2008 - July 2013
UBS 1998 - 2008
Merrill Lynch 1993 - 1998
PNC Investments 1985 - 1993
Skills
Asset Management, Credit, Management, Fixed Income, Capital Markets, Investment Banking, Bonds, Derivatives, Bloomberg, Securities, Equities, Financial Modeling, Hedge Funds, Series 7, Valuation, Structured Finance, Structured Products, Portfolio Management, Trading, Investments
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
The University of Kansas 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Titus Song's UBS Experience March 2007 - Present
Job Director Alternative Investments
Industry Financial Services
Experience
UBS March 2007 - Present
UBS March 2007 - October 2008
Ameriprise Financial Services, Inc. 1991 - 1996
Skills
Alternative Investments, Investments
Education
University of Minnesota-Twin Cities 1998 — 2000
MBA
Carleton College 1983 — 1988
B.A., Political Science
UBS March 2007 - Present
UBS March 2007 - October 2008
Ameriprise Financial Services, Inc. 1991 - 1996
Skills
Alternative Investments, Investments
Education
University of Minnesota-Twin Cities 1998 — 2000
MBA
Carleton College 1983 — 1988
B.A., Political Science
Efthymios Fellios's UBS Experience July 2013 - January 2015
Job Equities Volatility Trading Strat at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
UBS July 2013 - January 2015
BlackRock August 2008 - July 2013
Cecilrep June 2006 - August 2008
Skills
Trading Systems, Electronic Trading, Low Latency, R, Time Series Analysis, Statistics, Econometrics, Matlab, Fixed Income, Market Data, Options, Derivatives, Quantitative Finance, Equity Derivatives, Bloomberg, Trading, Hedge Funds, Equities, Volatility
Education
New York University
Courant Institute of Mathematical Sciences, Mathematics in Finance
Carnegie Mellon University 2004 — 2006
Masters, Information Networking
National Technical University of Athens 1999 — 2004
Master's degree, Electrical and Computer Engineering
Goldman Sachs January 2015 - Present
UBS July 2013 - January 2015
BlackRock August 2008 - July 2013
Cecilrep June 2006 - August 2008
Skills
Trading Systems, Electronic Trading, Low Latency, R, Time Series Analysis, Statistics, Econometrics, Matlab, Fixed Income, Market Data, Options, Derivatives, Quantitative Finance, Equity Derivatives, Bloomberg, Trading, Hedge Funds, Equities, Volatility
Education
New York University
Courant Institute of Mathematical Sciences, Mathematics in Finance
Carnegie Mellon University 2004 — 2006
Masters, Information Networking
National Technical University of Athens 1999 — 2004
Master's degree, Electrical and Computer Engineering
Jacqueline Yuen's UBS Experience 2007 - 2008
Job AVPAnalyst at Moodys
Industry Investment Banking
Experience
Moodys July 2010 - Present
BIG ORANGE February 2009 - July 2010
UBS 2007 - 2008
FEDERAL RESERVE BANK May 2001 - August 2003
Intel August 2000 - May 2001
Education
Carnegie Mellon University
M.S, Computational Finance
Carnegie Mellon University - Tepper School of Business
NEW YORK UNIVERSITY
M.A, Economics
University of California, Berkeley
B.A, Major; Math and Economics
Moodys July 2010 - Present
BIG ORANGE February 2009 - July 2010
UBS 2007 - 2008
FEDERAL RESERVE BANK May 2001 - August 2003
Intel August 2000 - May 2001
Education
Carnegie Mellon University
M.S, Computational Finance
Carnegie Mellon University - Tepper School of Business
NEW YORK UNIVERSITY
M.A, Economics
University of California, Berkeley
B.A, Major; Math and Economics
Monisha Jayakumar's UBS Experience June 2008 - August 2008
Job Portfolio Analyst at Analytic Investors
Industry Financial Services
Experience
Analytic Investors December 2009 - Present
UBS June 2008 - August 2008
JPMorgan Chase July 2005 - June 2007
Skills
Equities, Credit Risk, Equity Derivatives
Education
Princeton University 2007 — 2009
Master in Finance, Quantitative Finance
Carnegie Mellon University 2001 — 2005
BS, Electrical and Computer Engineering
Analytic Investors December 2009 - Present
UBS June 2008 - August 2008
JPMorgan Chase July 2005 - June 2007
Skills
Equities, Credit Risk, Equity Derivatives
Education
Princeton University 2007 — 2009
Master in Finance, Quantitative Finance
Carnegie Mellon University 2001 — 2005
BS, Electrical and Computer Engineering
Jo-Ann Daddio's UBS Experience 2011 - 2013
Job Managing Director at Larsen Associates LLC
Industry Marketing and Advertising
Experience
Larsen Associates LLC 2014 - Present
UBS 2011 - 2013
JDL Associates 2009 - 2010
Citi 2007 - 2008
Citigroup Corporate & Investment Bank 2004 - 2007
Citi July 2002 - 2004
JDL Associates Limited 1999 - 2001
American Express 1997 - 1999
MasterCard 1995 - 1996
Citi 1993 - 1995
Skills
Integrated Marketing, Internal Communications, Marketing Communications, Marketing, Business Development, Market Research, Strategy, Financial Services, Brand Management, Digital Media, Advertising, Marketing Strategy, Competitive Analysis, Marketing Management, Digital Marketing, Direct Marketing, Product Management, Product Development, Business Strategy, Banking, Training, Social Media, Strategic Partnerships, Digital Strategy, Segmentation, Wealth Management, Alternative Investments, Email Marketing, Equities, Strategic Communications, Brand Development, Online Advertising, Strategic Planning, Public Relations, Media Relations, Social Media Marketing, Online Marketing, Thought Leadership, Corporate Communications, Vendor Management, Sponsorship, Press Releases, Creative Direction, Management, Budgets, Project Planning, Leadership, Relationship Management, Start-ups
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1988
MBA, Marketing
University of Connecticut
BS
Larsen Associates LLC 2014 - Present
UBS 2011 - 2013
JDL Associates 2009 - 2010
Citi 2007 - 2008
Citigroup Corporate & Investment Bank 2004 - 2007
Citi July 2002 - 2004
JDL Associates Limited 1999 - 2001
American Express 1997 - 1999
MasterCard 1995 - 1996
Citi 1993 - 1995
Skills
Integrated Marketing, Internal Communications, Marketing Communications, Marketing, Business Development, Market Research, Strategy, Financial Services, Brand Management, Digital Media, Advertising, Marketing Strategy, Competitive Analysis, Marketing Management, Digital Marketing, Direct Marketing, Product Management, Product Development, Business Strategy, Banking, Training, Social Media, Strategic Partnerships, Digital Strategy, Segmentation, Wealth Management, Alternative Investments, Email Marketing, Equities, Strategic Communications, Brand Development, Online Advertising, Strategic Planning, Public Relations, Media Relations, Social Media Marketing, Online Marketing, Thought Leadership, Corporate Communications, Vendor Management, Sponsorship, Press Releases, Creative Direction, Management, Budgets, Project Planning, Leadership, Relationship Management, Start-ups
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1988
MBA, Marketing
University of Connecticut
BS
Siddharth Arora's UBS Experience July 2010 - July 2011
Job Associate at BV Investment Partners
Industry Venture Capital & Private Equity
Experience
BV Investment Partners July 2014 - Present
Brown Brothers Harriman August 2011 - June 2014
UBS July 2010 - July 2011
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2010
BV Investment Partners July 2014 - Present
Brown Brothers Harriman August 2011 - June 2014
UBS July 2010 - July 2011
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2010
Billy Hung's UBS Experience 2001 - 2010
Job SVP
Industry Financial Services
Experience
Citi March 2011 - Present
UBS Wealth Management 2001 - December 2011
UBS 2001 - 2010
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1998
BSc, Economics, Business Administration
Carnegie Mellon University
BSc, Econ and BA
Citi March 2011 - Present
UBS Wealth Management 2001 - December 2011
UBS 2001 - 2010
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1998
BSc, Economics, Business Administration
Carnegie Mellon University
BSc, Econ and BA
Samantha Saldana's UBS Experience June 2015 - Present
Job Business Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS June 2015 - Present
UBS August 2014 - June 2015
UBS Investment Bank May 2011 - July 2014
UBS Investment Bank March 2009 - May 2011
UBS Investment Bank January 2008 - March 2009
UBS Investment Bank July 2007 - January 2008
Freddie Mac 2006 - 2006
Skills
Management, Metrics, Financial Risk, Business Management, Microsoft Word, Microsoft Excel, Visual Basic, MS Excel Pivot Tables, Procedure Manuals, Agile Project Management, Scrum
Education
Carnegie Mellon University 2003 — 2007
Bachelor’s Degree, Mathematics, minors in Physics and Computational Finance
UBS June 2015 - Present
UBS August 2014 - June 2015
UBS Investment Bank May 2011 - July 2014
UBS Investment Bank March 2009 - May 2011
UBS Investment Bank January 2008 - March 2009
UBS Investment Bank July 2007 - January 2008
Freddie Mac 2006 - 2006
Skills
Management, Metrics, Financial Risk, Business Management, Microsoft Word, Microsoft Excel, Visual Basic, MS Excel Pivot Tables, Procedure Manuals, Agile Project Management, Scrum
Education
Carnegie Mellon University 2003 — 2007
Bachelor’s Degree, Mathematics, minors in Physics and Computational Finance
Shazil Anwar's UBS Experience 2007 - 2007
Job Energy Derivatives Trader at INTL FCStone Inc.
Industry Financial Services
Experience
INTL FCStone Inc. 2011 - Present
Assent LLC 2009 - 2010
Goldman Sachs 2008 - 2008
Carnegie Mellon Tepper School of Business 2008 - 2008
UBS 2007 - 2007
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2009
Bachelors of Science, Economics; Additional Major in Business Administration
Half Hollow Hills High School West 2001 — 2005
INTL FCStone Inc. 2011 - Present
Assent LLC 2009 - 2010
Goldman Sachs 2008 - 2008
Carnegie Mellon Tepper School of Business 2008 - 2008
UBS 2007 - 2007
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2009
Bachelors of Science, Economics; Additional Major in Business Administration
Half Hollow Hills High School West 2001 — 2005
Paul Van Buskirk's UBS Experience January 1993 - Present
Job Executive Director at UBS
Industry Investment Banking
Experience
UBS January 1993 - Present
UBS Investment Bank 1993 - Present
Icor Brokerage June 2000 - February 2001
KPMG Peat Marwick June 1988 - December 1992
Education
New York University - Leonard N. Stern School of Business 1988 — 1993
MBA, Finance, Accounting
Carnegie Mellon University - Tepper School of Business 1984 — 1988
BS, Industrial Management, Managerial Economics
UBS January 1993 - Present
UBS Investment Bank 1993 - Present
Icor Brokerage June 2000 - February 2001
KPMG Peat Marwick June 1988 - December 1992
Education
New York University - Leonard N. Stern School of Business 1988 — 1993
MBA, Finance, Accounting
Carnegie Mellon University - Tepper School of Business 1984 — 1988
BS, Industrial Management, Managerial Economics
Peter Greca's UBS Experience December 1997 - July 1998
Job Chief Executive Officer at Clarkson Capital Markets
Industry Financial Services
Experience
Clarkson Capital Markets June 2011 - Present
SAC Capital Advisors, LLC January 2011 - May 2011
Exotix USA, Inc. January 2010 - December 2010
Aeneas Capital Advisors, LP February 2008 - January 2009
CF Global Trading, LLC June 2002 - February 2008
Aeneas Capital Management, LP November 2000 - June 2002
Bluestone Capital April 2000 - November 2000
SAC Capital Advisors, LLC July 1998 - April 2000
UBS December 1997 - July 1998
McMahan Securities August 1997 - December 1997
Skills
Hedge Funds, Fixed Income, Securities, Trading, Capital Markets, Compliance, Trade Compliance, Start-ups, Broker-Dealer, International, International...
Education
Hofstra University 1996 — 1997
MBA, Finance
Central Connecticut State University 1990 — 1996
BS, Finance
Clarkson Capital Markets June 2011 - Present
SAC Capital Advisors, LLC January 2011 - May 2011
Exotix USA, Inc. January 2010 - December 2010
Aeneas Capital Advisors, LP February 2008 - January 2009
CF Global Trading, LLC June 2002 - February 2008
Aeneas Capital Management, LP November 2000 - June 2002
Bluestone Capital April 2000 - November 2000
SAC Capital Advisors, LLC July 1998 - April 2000
UBS December 1997 - July 1998
McMahan Securities August 1997 - December 1997
Skills
Hedge Funds, Fixed Income, Securities, Trading, Capital Markets, Compliance, Trade Compliance, Start-ups, Broker-Dealer, International, International...
Education
Hofstra University 1996 — 1997
MBA, Finance
Central Connecticut State University 1990 — 1996
BS, Finance
Alexander Woo's UBS Experience June 2009 - August 2009
Job Technology Supply Chain Equity Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP April 2012 - Present
Bloomberg June 2010 - April 2012
UBS June 2009 - August 2009
Merrill Lynch 2006 - 2007
Skills
Bloomberg Terminal, Bloomberg, Equities, Financial Analysis, Hedge Funds, Capital Markets, Derivatives, Financial Markets, Portfolio Management, Investment Banking, Equity Valuation, Series 7, VBA, Economics, Finance, Options, Due Diligence, Quantitative Analytics, Data Analysis
Education
Carnegie Mellon University 2006 — 2010
B.S. with University Honors
Stuyvesant High School
Bloomberg LP April 2012 - Present
Bloomberg June 2010 - April 2012
UBS June 2009 - August 2009
Merrill Lynch 2006 - 2007
Skills
Bloomberg Terminal, Bloomberg, Equities, Financial Analysis, Hedge Funds, Capital Markets, Derivatives, Financial Markets, Portfolio Management, Investment Banking, Equity Valuation, Series 7, VBA, Economics, Finance, Options, Due Diligence, Quantitative Analytics, Data Analysis
Education
Carnegie Mellon University 2006 — 2010
B.S. with University Honors
Stuyvesant High School
Bruce Hutchins's UBS Experience January 1998 - December 2008
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2008 - Present
UBS January 1998 - December 2008
Education
Carleton College 1979 — 1983
BA, Physics
Kennedy Senior High School
Ameriprise Financial Services, Inc. December 2008 - Present
UBS January 1998 - December 2008
Education
Carleton College 1979 — 1983
BA, Physics
Kennedy Senior High School
Marc Silverman's UBS Experience 2007 - October 2014
Job Managing Director and Regional Treasurer Americas at UBS
Industry
Experience
UBS 2007 - October 2014
Lehman Brothers 1997 - 1999
Kidder Peabody 1994 - 1995
J.P. Morgan 1984 - 1994
Skills
Management, Investment Banking, Equities, Treasury Management, Fixed Income, Capital Markets, Derivatives, Financial Modeling, Financial Markets, Valuation, Corporate Finance
Education
Carnegie Mellon University - Tepper School of Business 1980 — 1982
Master of Business Administration (MBA)
Colorado College 1974 — 1978
Bachelor of Arts (BA)
UBS 2007 - October 2014
Lehman Brothers 1997 - 1999
Kidder Peabody 1994 - 1995
J.P. Morgan 1984 - 1994
Skills
Management, Investment Banking, Equities, Treasury Management, Fixed Income, Capital Markets, Derivatives, Financial Modeling, Financial Markets, Valuation, Corporate Finance
Education
Carnegie Mellon University - Tepper School of Business 1980 — 1982
Master of Business Administration (MBA)
Colorado College 1974 — 1978
Bachelor of Arts (BA)
Julie Kemble, CEBS, RPA, GBA's UBS Experience 2002 - 2003
Job Senior Analyst, Compliance & Retirement Total Rewards COE at Nissan North America
Industry Financial Services
Experience
Nissan North America October 2014 - Present
Nissan North America 2013 - September 2014
Nissan North America August 2011 - 2013
Gaylord Entertainment 2011 - August 2011
Gaylord Entertainment 2005 - 2011
BPS&M, A Wells Fargo Company 2003 - 2005
UBS 2002 - 2003
MetLife Financial Services 2000 - 2002
Bankers Trust / Met Life Financial Services 1997 - 2000
Skills
ERISA, Employee Benefits, Compliance, 401k, HR Policies, Benefits Administration, Defined Contribution, Deferred Compensation, Human Resources, Employee Relations
Education
Central Michigan University 1993 — 1996
BS in Business Administration, Marketing Research and Analysis
Michigan State University 1992 — 1993
Nissan North America October 2014 - Present
Nissan North America 2013 - September 2014
Nissan North America August 2011 - 2013
Gaylord Entertainment 2011 - August 2011
Gaylord Entertainment 2005 - 2011
BPS&M, A Wells Fargo Company 2003 - 2005
UBS 2002 - 2003
MetLife Financial Services 2000 - 2002
Bankers Trust / Met Life Financial Services 1997 - 2000
Skills
ERISA, Employee Benefits, Compliance, 401k, HR Policies, Benefits Administration, Defined Contribution, Deferred Compensation, Human Resources, Employee Relations
Education
Central Michigan University 1993 — 1996
BS in Business Administration, Marketing Research and Analysis
Michigan State University 1992 — 1993
Yale Shih's UBS Experience August 2011 - November 2012
Job Senior Business Analyst at Diligent Corporation
Industry Information Technology and Services
Experience
Diligent Corporation April 2014 - Present
Robert Half Technology February 2013 - Present
UBS August 2011 - November 2012
VarLabs May 2009 - August 2009
Electronic Arts July 2008 - August 2008
Skills
Data Analysis, Quality Assurance, Product Management, Microsoft Office, Java, SQL, HTML + CSS, ITIL, Access, Business Intelligence, Enterprise Software
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2011
Bachelors of Science, Business Administration - Computing and Information Technology
Carnegie Mellon University
Carnegie Mellon University
Carnegie Mellon University
Diligent Corporation April 2014 - Present
Robert Half Technology February 2013 - Present
UBS August 2011 - November 2012
VarLabs May 2009 - August 2009
Electronic Arts July 2008 - August 2008
Skills
Data Analysis, Quality Assurance, Product Management, Microsoft Office, Java, SQL, HTML + CSS, ITIL, Access, Business Intelligence, Enterprise Software
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2011
Bachelors of Science, Business Administration - Computing and Information Technology
Carnegie Mellon University
Carnegie Mellon University
Carnegie Mellon University
Matthew Glantz's UBS Experience June 2009 - August 2009
Job Analyst at Citi
Industry Capital Markets
Experience
Citigroup June 2010 - Present
UBS June 2009 - August 2009
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2010
Bachelor of Science (B.S.), Business Administration
Carnegie Mellon University 2006 — 2010
Bachelor of Science (B.S.), Social and Decision Sciences, Policy and Management
Citigroup June 2010 - Present
UBS June 2009 - August 2009
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2010
Bachelor of Science (B.S.), Business Administration
Carnegie Mellon University 2006 — 2010
Bachelor of Science (B.S.), Social and Decision Sciences, Policy and Management
Robert Kendall's UBS Experience March 1998 - Present
Job First Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS March 1998 - Present
Spring Lake Public Schools June 2007 - July 2013
Huntington National Bank 1988 - 1998
Education
College for Financial Planning 2009 — 2009
CRPC, Retirement Planning
Grand Valley State University 1996 — 1999
MBA, Finance, Investments
Central Michigan University 1984 — 1988
BSBA, Finance
UBS March 1998 - Present
Spring Lake Public Schools June 2007 - July 2013
Huntington National Bank 1988 - 1998
Education
College for Financial Planning 2009 — 2009
CRPC, Retirement Planning
Grand Valley State University 1996 — 1999
MBA, Finance, Investments
Central Michigan University 1984 — 1988
BSBA, Finance
William McLaughlin's UBS Experience June 2012 - August 2012
Job GPS Operations Coordinator at Google
Industry Internet
Experience
Google July 2014 - Present
U.S. Department of State September 2013 - May 2014
Google September 2013 - December 2013
Burger King Corporation June 2013 - August 2013
City of Evanston March 2013 - June 2013
MVC Capital October 2011 - May 2013
ISBE January 2012 - January 2013
UBS June 2012 - August 2012
Zynga January 2010 - May 2010
Skills
Economics, Mandarin, Financial Modeling, Data Analysis, PowerPoint, Social Media, Turkish, Private Equity, Statistics, Policy Analysis, French, HTML, CSS, Spanish, Public Speaking, Python, Apps Script, Research, Leadership, Editing, SQL, Auditing, Fundraising, Speech Writing, Mindfulness Meditation, Product Marketing, Marketing Strategy, Photoshop, Financial Audits, Business Process Design, Business Process...
Education
Northwestern University 2010 — 2014
Bachelor's Degree, Economics, Leadership Certificate, Cum Laude
HBX Harvard Business School 2015 — 2015
Core: Credential of Readiness
TÖMER İzmir 2011 — 2011
Turkish
Capital Normal University 2009 — 2009
Chinese Studies
Middlesex School 2005 — 2009
High School, Diploma with Credit
School Year Abroad - France 2007 — 2008
HS, French
Google July 2014 - Present
U.S. Department of State September 2013 - May 2014
Google September 2013 - December 2013
Burger King Corporation June 2013 - August 2013
City of Evanston March 2013 - June 2013
MVC Capital October 2011 - May 2013
ISBE January 2012 - January 2013
UBS June 2012 - August 2012
Zynga January 2010 - May 2010
Skills
Economics, Mandarin, Financial Modeling, Data Analysis, PowerPoint, Social Media, Turkish, Private Equity, Statistics, Policy Analysis, French, HTML, CSS, Spanish, Public Speaking, Python, Apps Script, Research, Leadership, Editing, SQL, Auditing, Fundraising, Speech Writing, Mindfulness Meditation, Product Marketing, Marketing Strategy, Photoshop, Financial Audits, Business Process Design, Business Process...
Education
Northwestern University 2010 — 2014
Bachelor's Degree, Economics, Leadership Certificate, Cum Laude
HBX Harvard Business School 2015 — 2015
Core: Credential of Readiness
TÖMER İzmir 2011 — 2011
Turkish
Capital Normal University 2009 — 2009
Chinese Studies
Middlesex School 2005 — 2009
High School, Diploma with Credit
School Year Abroad - France 2007 — 2008
HS, French
Funmbi Onabolu's UBS Experience March 2013 - 2014
Job Analyst at UBS
Industry Investment Banking
Experience
Overseas Marine International Services October 2014 - Present
UBS March 2013 - 2014
Unique Enterprises July 2011 - March 2013
Halifax, Bank of Scotland Ireland June 2010 - October 2010
Skills
Management, Account Reconciliation, Finance, Financial Analysis, Auditing, Financial Modeling, Management Consulting, Financial Reporting, Risk Management, Banking, Corporate Finance
Education
Cardiff University / Prifysgol Caerdydd 2007 — 2010
Bachelor of Science, International Business Management
Havering Sixth Form 2004 — 2007
A Levels
Overseas Marine International Services October 2014 - Present
UBS March 2013 - 2014
Unique Enterprises July 2011 - March 2013
Halifax, Bank of Scotland Ireland June 2010 - October 2010
Skills
Management, Account Reconciliation, Finance, Financial Analysis, Auditing, Financial Modeling, Management Consulting, Financial Reporting, Risk Management, Banking, Corporate Finance
Education
Cardiff University / Prifysgol Caerdydd 2007 — 2010
Bachelor of Science, International Business Management
Havering Sixth Form 2004 — 2007
A Levels
Nina Duraiswami's UBS Experience November 2013 - August 2015
Job VP Global Client Insights at BlackRock
Industry Market Research
Experience
BlackRock August 2015 - Present
UBS November 2013 - August 2015
GfK July 2013 - November 2013
GfK Custom Research North America September 2011 - July 2013
The Nielsen Company July 2011 - August 2011
Adam Weiss Consulting January 2009 - August 2010
New England Complex Systems Institute June 2007 - January 2009
Skills
Advertising Research, Quantitative Research, Market Research, Questionnaire Design, Econometrics, Marketing, Customer Insight, Data Collection, Data Analysis, SPSS, Secondary Research, Management, Competitive Intelligence, Survey Research, Online Marketing, SAS, R, Marketing Research, Grant Writing, Social Media Marketing, Competitive Analysis, Stata, Web Analytics, Media Research, Business Development, Product Development, Survey Design, Analysis, Online Research, Qualitative Research, Segmentation, Public Relations, Strategy, Omniture, Primary Research, Editing, Program Management, Analytics, Digital Marketing, Statistics, Consumer Behaviour, Brand Equity, Proposal Writing, Statistical Modeling, Data Mining, Focus Groups, Research, Sales
Education
Columbia University 2010 — 2012
Master's Degree in Quantitative Methods in the Social Sciences, Quantitative Methods in the Social Sciences
Carnegie Mellon University
BS, Psychology
BlackRock August 2015 - Present
UBS November 2013 - August 2015
GfK July 2013 - November 2013
GfK Custom Research North America September 2011 - July 2013
The Nielsen Company July 2011 - August 2011
Adam Weiss Consulting January 2009 - August 2010
New England Complex Systems Institute June 2007 - January 2009
Skills
Advertising Research, Quantitative Research, Market Research, Questionnaire Design, Econometrics, Marketing, Customer Insight, Data Collection, Data Analysis, SPSS, Secondary Research, Management, Competitive Intelligence, Survey Research, Online Marketing, SAS, R, Marketing Research, Grant Writing, Social Media Marketing, Competitive Analysis, Stata, Web Analytics, Media Research, Business Development, Product Development, Survey Design, Analysis, Online Research, Qualitative Research, Segmentation, Public Relations, Strategy, Omniture, Primary Research, Editing, Program Management, Analytics, Digital Marketing, Statistics, Consumer Behaviour, Brand Equity, Proposal Writing, Statistical Modeling, Data Mining, Focus Groups, Research, Sales
Education
Columbia University 2010 — 2012
Master's Degree in Quantitative Methods in the Social Sciences, Quantitative Methods in the Social Sciences
Carnegie Mellon University
BS, Psychology
James Ruggiero's UBS Experience November 2000 - May 2001
Job
Industry Investment Banking
Experience
MC Five Mile 2013 - Present
CIBC World Markets June 2001 - May 2013
UBS November 2000 - May 2001
Paine Webber September 1997 - November 2000
Liberty Property Trust September 1994 - August 1997
Education
Carnegie Mellon University 1992 — 1996
B.S., Industrial Administration & Spanish
MC Five Mile 2013 - Present
CIBC World Markets June 2001 - May 2013
UBS November 2000 - May 2001
Paine Webber September 1997 - November 2000
Liberty Property Trust September 1994 - August 1997
Education
Carnegie Mellon University 1992 — 1996
B.S., Industrial Administration & Spanish
Bin He's UBS Experience January 2014 - June 2014
Job Graduate Student at Carnegie Mellon University
Industry Computer Software
Experience
UBS January 2014 - June 2014
UBS July 2012 - December 2013
UBS June 2011 - August 2011
Skills
Java, SQL, C++, Project Management, JavaScript, HTML, Public Relations, CSS, Bootstrap, Python, C, Requirements Gathering, Research, Gap Analysis, Business Analysis
Education
Carnegie Mellon University
Master's Degree, Master of Science in Information Technology - eBusiness Technology, 4.0 / 4.0
The University of Hong Kong 2009 — 2012
Bachelor, Business Administration (Information systems), Computer Science
Zhejiang University 2008 — 2009
Bachelor, Jevons Lee Program of Business (Finance), Chu Kochen Honors College
UBS January 2014 - June 2014
UBS July 2012 - December 2013
UBS June 2011 - August 2011
Skills
Java, SQL, C++, Project Management, JavaScript, HTML, Public Relations, CSS, Bootstrap, Python, C, Requirements Gathering, Research, Gap Analysis, Business Analysis
Education
Carnegie Mellon University
Master's Degree, Master of Science in Information Technology - eBusiness Technology, 4.0 / 4.0
The University of Hong Kong 2009 — 2012
Bachelor, Business Administration (Information systems), Computer Science
Zhejiang University 2008 — 2009
Bachelor, Jevons Lee Program of Business (Finance), Chu Kochen Honors College
Thomas Ware,CRPC®,CMFC®'s UBS Experience March 1997 - Present
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS March 1997 - Present
Education
Central Michigan University
B.S., Business
UBS March 1997 - Present
Education
Central Michigan University
B.S., Business
Zexi (Frank) Chen's UBS Experience June 2010 - August 2010
Job Software Developer at TheaterMania
Industry Financial Services
Experience
TheaterMania September 2014 - Present
Barclays Capital July 2011 - September 2014
UBS June 2010 - August 2010
Freddie Mac June 2009 - August 2009
Skills
Java, Spring MVC, jQuery, JavaScript, Agile Application..., Hibernate, Python, Flex, SQL, C, Data Analysis, C++, HTML, CSS, Unix, Business Analysis, Research, Microsoft Office
Education
Carnegie Mellon University 2007 — 2011
BS, Computer Science
TheaterMania September 2014 - Present
Barclays Capital July 2011 - September 2014
UBS June 2010 - August 2010
Freddie Mac June 2009 - August 2009
Skills
Java, Spring MVC, jQuery, JavaScript, Agile Application..., Hibernate, Python, Flex, SQL, C, Data Analysis, C++, HTML, CSS, Unix, Business Analysis, Research, Microsoft Office
Education
Carnegie Mellon University 2007 — 2011
BS, Computer Science
Susannah Weis Frigon, CFP®'s UBS Experience December 2005 - March 2011
Job Vice President of Investor Relations at The Erie Community Foundation
Industry Philanthropy
Experience
The Erie Community Foundation April 2013 - Present
UBS December 2005 - March 2011
UBS March 1987 - November 2005
Education
Capella University 2006 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
DePaul University 1992 — 1995
Cornell University 1983 — 1985
The Erie Community Foundation April 2013 - Present
UBS December 2005 - March 2011
UBS March 1987 - November 2005
Education
Capella University 2006 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
DePaul University 1992 — 1995
Cornell University 1983 — 1985
Alex Stolitzka's UBS Experience 1986 - 1998
Job Business Manager with Compliance, Project Management, IT and Global Management experience
Industry Banking
Experience
HSBC 2005 - February 2013
Mantas 2003 - 2005
S & A Holdings, Ltd. 1998 - 2003
UBS 1986 - 1998
Skills
AML, Project Management, Balance Sheet Management, IT Management Software, Customer Remediation, Balance Sheet, Capital Markets, Fixed Income, Financial Services, Business Analysis, Financial Analysis, Loans, Investment Banking, Derivatives, Banking, Equities, Securities, Portfolio Management, Financial Modeling, Financial Markets, FX Options, Structured Products, Hedge Funds
Education
Columbia University in the City of New York
Master of Business Administration (M.B.A.), Finance
Carnegie Mellon University
B.S. in Industrial Administration with option in Metallurgy
HSBC 2005 - February 2013
Mantas 2003 - 2005
S & A Holdings, Ltd. 1998 - 2003
UBS 1986 - 1998
Skills
AML, Project Management, Balance Sheet Management, IT Management Software, Customer Remediation, Balance Sheet, Capital Markets, Fixed Income, Financial Services, Business Analysis, Financial Analysis, Loans, Investment Banking, Derivatives, Banking, Equities, Securities, Portfolio Management, Financial Modeling, Financial Markets, FX Options, Structured Products, Hedge Funds
Education
Columbia University in the City of New York
Master of Business Administration (M.B.A.), Finance
Carnegie Mellon University
B.S. in Industrial Administration with option in Metallurgy
Alexandra Kontopoulos's UBS Experience June 2009 - August 2009
Job Research Associate, Strategic Advisers, Fidelity Investments
Industry Investment Management
Experience
IBM Global Business Services July 2010 - May 2012
UBS June 2009 - August 2009
Skills
Business Analysis, Management Consulting, Financial Analysis, Financial Modeling, Corporate Finance
Education
MIT Sloan School of Management 2012 — 2013
Master of Finance, Finance, General
Carnegie Mellon University 2006 — 2010
Bachelor of Science, Economics, minor in Innovation, Entrepreneurship, and Economic Development
IBM Global Business Services July 2010 - May 2012
UBS June 2009 - August 2009
Skills
Business Analysis, Management Consulting, Financial Analysis, Financial Modeling, Corporate Finance
Education
MIT Sloan School of Management 2012 — 2013
Master of Finance, Finance, General
Carnegie Mellon University 2006 — 2010
Bachelor of Science, Economics, minor in Innovation, Entrepreneurship, and Economic Development
Gregory MacKay's UBS Experience 2000 - 2005
Job Co Founder and Chief Risk Officer at Coherence Capital Partners LLC
Industry Financial Services
Experience
White Tiger Partners LLC 2008 - Present
Coherence Capital Partners LLC January 2012 - December 2014
Jefferson National Asset Management April 2011 - December 2011
The PrinceRidge Group September 2009 - April 2011
Sailfish Capital Partners April 2005 - December 2008
UBS 2000 - 2005
Deutsche Bank June 1999 - June 2000
Bankers Trust Company 1992 - 1999
Skills
Portfolio Management, Fixed Income, Hedge Funds, Credit Derivatives, Structured Products, Bonds, Structured Finance, Derivatives, Asset Managment, Asset Management, Alternative Investments, Trading, Financial Risk, Investments, Equities, Investment Banking, Investment Management, Capital Markets
Education
Central Connecticut State University 1987 — 1991
BA, Finance
White Tiger Partners LLC 2008 - Present
Coherence Capital Partners LLC January 2012 - December 2014
Jefferson National Asset Management April 2011 - December 2011
The PrinceRidge Group September 2009 - April 2011
Sailfish Capital Partners April 2005 - December 2008
UBS 2000 - 2005
Deutsche Bank June 1999 - June 2000
Bankers Trust Company 1992 - 1999
Skills
Portfolio Management, Fixed Income, Hedge Funds, Credit Derivatives, Structured Products, Bonds, Structured Finance, Derivatives, Asset Managment, Asset Management, Alternative Investments, Trading, Financial Risk, Investments, Equities, Investment Banking, Investment Management, Capital Markets
Education
Central Connecticut State University 1987 — 1991
BA, Finance
Joseph Hudeck, CPA's UBS Experience June 2012 - August 2012
Job MBA candidate at Carnegie Mellon University Tepper School of Business
Industry Financial Services
Experience
UBS June 2012 - August 2012
Salter & Company October 2008 - June 2011
Beers + Cutler September 2007 - October 2008
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Economics, Finance
Penn State University 2003 — 2007
Bachelor of Science (BS), Accounting, 3.65
UBS June 2012 - August 2012
Salter & Company October 2008 - June 2011
Beers + Cutler September 2007 - October 2008
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Economics, Finance
Penn State University 2003 — 2007
Bachelor of Science (BS), Accounting, 3.65
Ian Isaacs's UBS Experience July 2000 - March 2008
Job Senior Partner, Gagnon Securities
Industry Investment Management
Experience
Gagnon Securities 2012 - Present
Greenlight Re July 2004 - Present
Merlin Securities May 2008 - September 2012
UBS July 2000 - March 2008
Paine Webber May 1990 - July 2000
Hambrecht & Quist January 1985 - May 1990
Skills
Investments, Hedge Funds, Asset Management, Valuation, Financial Modeling, Due Diligence, Private Equity, Alternative Investments, Equities, Venture Capital, Capital Markets, Fixed Income, Series 7, Investment Banking, Financial Analysis
Education
Carleton College
B.A.
Gagnon Securities 2012 - Present
Greenlight Re July 2004 - Present
Merlin Securities May 2008 - September 2012
UBS July 2000 - March 2008
Paine Webber May 1990 - July 2000
Hambrecht & Quist January 1985 - May 1990
Skills
Investments, Hedge Funds, Asset Management, Valuation, Financial Modeling, Due Diligence, Private Equity, Alternative Investments, Equities, Venture Capital, Capital Markets, Fixed Income, Series 7, Investment Banking, Financial Analysis
Education
Carleton College
B.A.
Kip Mack's UBS Experience August 1991 - June 2004
Job President at CWM llc
Industry Investment Management
Experience
CWM llc November 2010 - Present
Morgan Stanley Smith Barney June 2004 - November 2010
UBS August 1991 - June 2004
Skills
Portfolio Management, Strategic Planning, New Business Development, Sales Management, Sales Process, Budgets, Strategic Partnerships, Start-ups, Forecasting, Negotiation, Management, Marketing Strategy, SaaS, Retail, Investments, Salesforce.com, Cross-functional Team..., Strategy, CRM, Program Management, Business Planning, Executive Management, Investment Advisory
Education
Central Michigan University 1988 — 1989
MBA, Business
Michigan State University 1983 — 1988
BA, Advertising
CWM llc November 2010 - Present
Morgan Stanley Smith Barney June 2004 - November 2010
UBS August 1991 - June 2004
Skills
Portfolio Management, Strategic Planning, New Business Development, Sales Management, Sales Process, Budgets, Strategic Partnerships, Start-ups, Forecasting, Negotiation, Management, Marketing Strategy, SaaS, Retail, Investments, Salesforce.com, Cross-functional Team..., Strategy, CRM, Program Management, Business Planning, Executive Management, Investment Advisory
Education
Central Michigan University 1988 — 1989
MBA, Business
Michigan State University 1983 — 1988
BA, Advertising
Victor Chengwei Han's UBS Experience June 2015 - August 2015
Job Master of Science in Quantitative Finance, Tepper Business School
Industry Investment Banking
Experience
UBS June 2015 - August 2015
CFA Institute 2015 - 2015
SinoLink Securities Asset Management May 2014 - July 2014
Accenture August 2012 - May 2014
OCBC Bank May 2009 - June 2009
Skills
Financial Modeling, Equity Derivatives, Risk Management, Operations Research, Quantitative Finance, Trading, Statistics, Matlab, C++, VBA, Microsoft Excel, R, Data Analysis, Project Management, Simulations, Economics, Microsoft Office, Algorithmic Trading, Systems Engineering, Linear Regression, Analysis, Strategy, Management, SQL, Futures Trading, Financial Analysis, Photography
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2015
Master's Degree
National University of Singapore 2008 — 2012
Bachelor of Engineering (Honour)
Purdue University 2011 — 2011
Chengdu No.7 High School 2004 — 2006
UBS June 2015 - August 2015
CFA Institute 2015 - 2015
SinoLink Securities Asset Management May 2014 - July 2014
Accenture August 2012 - May 2014
OCBC Bank May 2009 - June 2009
Skills
Financial Modeling, Equity Derivatives, Risk Management, Operations Research, Quantitative Finance, Trading, Statistics, Matlab, C++, VBA, Microsoft Excel, R, Data Analysis, Project Management, Simulations, Economics, Microsoft Office, Algorithmic Trading, Systems Engineering, Linear Regression, Analysis, Strategy, Management, SQL, Futures Trading, Financial Analysis, Photography
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2015
Master's Degree
National University of Singapore 2008 — 2012
Bachelor of Engineering (Honour)
Purdue University 2011 — 2011
Chengdu No.7 High School 2004 — 2006
Zhiyuan (Jeffrey) Chen's UBS Experience August 2012 - August 2012
Job MS in Computational Finance at CMU
Industry Financial Services
Experience
Citi August 2015 - Present
Citi June 2014 - August 2014
China Asset Management (Hong Kong) Limited April 2013 - June 2013
UBS August 2012 - August 2012
Lombard Odier June 2012 - July 2012
Frost & Sullivan April 2012 - May 2012
Bank of China July 2011 - August 2011
Skills
Investment Banking, Investments, Bloomberg, VBA, C++, Financial Modeling, Market Research, Finance, R, Time Series Analysis, Quantitative Analytics, Stata, Economics, Bloomberg Terminal, Quantitative Finance, Statistical Modeling, Quantitative Research, Matlab, SAS, LaTeX, Crystal Reports, Access, Python, Principal Component..., Equities, Trading
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2014
Master of Science (MS), Computational Finance
The University of Hong Kong 2010 — 2013
Bachelor's degree, Econmics and Finance
New York University, Stern School of Business 2011 — 2011
Exchange student, Finance
Shanghai Jiao Tong University 2009 — 2010
Preparatory Year Student, Economics and Finance
Shanghai High School 2006 — 2009
High school diploma, Chemistry
Citi August 2015 - Present
Citi June 2014 - August 2014
China Asset Management (Hong Kong) Limited April 2013 - June 2013
UBS August 2012 - August 2012
Lombard Odier June 2012 - July 2012
Frost & Sullivan April 2012 - May 2012
Bank of China July 2011 - August 2011
Skills
Investment Banking, Investments, Bloomberg, VBA, C++, Financial Modeling, Market Research, Finance, R, Time Series Analysis, Quantitative Analytics, Stata, Economics, Bloomberg Terminal, Quantitative Finance, Statistical Modeling, Quantitative Research, Matlab, SAS, LaTeX, Crystal Reports, Access, Python, Principal Component..., Equities, Trading
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2014
Master of Science (MS), Computational Finance
The University of Hong Kong 2010 — 2013
Bachelor's degree, Econmics and Finance
New York University, Stern School of Business 2011 — 2011
Exchange student, Finance
Shanghai Jiao Tong University 2009 — 2010
Preparatory Year Student, Economics and Finance
Shanghai High School 2006 — 2009
High school diploma, Chemistry
Sean (Xiaobin) Liu's UBS Experience 2009 - 2012
Job VP at Bank of America
Industry Financial Services
Experience
Bank of America 2012 - Present
UBS 2009 - 2012
Deutsche Bank 2006 - 2009
Deloitte Capital Markets 2005 - 2006
Skills
CFA
Education
Carnegie Mellon University 2003 — 2004
Master of Science (MS), Computational Finance
Bank of America 2012 - Present
UBS 2009 - 2012
Deutsche Bank 2006 - 2009
Deloitte Capital Markets 2005 - 2006
Skills
CFA
Education
Carnegie Mellon University 2003 — 2004
Master of Science (MS), Computational Finance
Stephen Cucchiarelli's UBS Experience July 2006 - September 2010
Job Middle Markets Business Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2010 - Present
UBS July 2006 - September 2010
BYK-Chemie USA September 2005 - July 2006
Skills
Wealth Management
Education
Central Connecticut State University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
UBS Wealth Management September 2010 - Present
UBS July 2006 - September 2010
BYK-Chemie USA September 2005 - July 2006
Skills
Wealth Management
Education
Central Connecticut State University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Tom Ever's UBS Experience 2000 - Present
Job Financial Services Professional
Industry Financial Services
Experience
UBS 2000 - Present
Education
Central Connecticut State University
UBS 2000 - Present
Education
Central Connecticut State University
Andrea Mooradian's UBS Experience January 2010 - July 2012
Job Founder of Sugar and Spice Studios
Industry Retail
Experience
Sugar and Spice Studios June 2010 - Present
UBS January 2010 - July 2012
Education
Central Michigan University 1997 — 2001
BS, Banking, Corporate, Finance, and Securities Law
Walled Lake Western High School 1993 — 1997
Sugar and Spice Studios June 2010 - Present
UBS January 2010 - July 2012
Education
Central Michigan University 1997 — 2001
BS, Banking, Corporate, Finance, and Securities Law
Walled Lake Western High School 1993 — 1997
Joon Cho's UBS Experience July 2008 - August 2008
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - August 2013
ROK-US Combined Forces Command November 2009 - August 2011
UBS July 2008 - August 2008
Credit Suisse June 2007 - August 2007
Skills
CFA Level 2 Candidate, FIFA United States..., Bloomberg Terminal, Investments, Stata, Portfolio Management, Chartered Financial..., Bloomberg, Investment Banking, Quantitative Finance, Derivatives, Credit Risk, Equity Research, Options, Quantitative Analytics
Education
Columbia University in the City of New York 2012 — 2014
Master's degree, Financial Mathematics
Carnegie Mellon University 2006 — 2009
Bachelor of Science (BS), Economics and Statistics
Choate Rosemary Hall 2003 — 2006
Fay School 2000 — 2003
Morgan Stanley June 2013 - August 2013
ROK-US Combined Forces Command November 2009 - August 2011
UBS July 2008 - August 2008
Credit Suisse June 2007 - August 2007
Skills
CFA Level 2 Candidate, FIFA United States..., Bloomberg Terminal, Investments, Stata, Portfolio Management, Chartered Financial..., Bloomberg, Investment Banking, Quantitative Finance, Derivatives, Credit Risk, Equity Research, Options, Quantitative Analytics
Education
Columbia University in the City of New York 2012 — 2014
Master's degree, Financial Mathematics
Carnegie Mellon University 2006 — 2009
Bachelor of Science (BS), Economics and Statistics
Choate Rosemary Hall 2003 — 2006
Fay School 2000 — 2003
Matthew Milliken's UBS Experience 2002 - 2003
Job Project Manager at KIRCO MANIX
Industry Construction
Experience
KIRCO MANIX September 2013 - Present
G&M Renovations, LLC 2004 - 2013
Eileen M Burkhart & Co., LLC 2003 - 2004
UBS 2002 - 2003
Case Western Reserve University 1999 - 2002
Skills
Construction, Construction Management, Project Planning, MS Project, Project Management, Custom Remodeling, Contractors, Leadership, Project Estimation, Renovation
Education
Eastern Michigan University 2011 — 2013
Master of Science (MS), Construction Management, 4.0
Case Western Reserve University 1999 — 2002
Master of Science (MS), Physical Chemistry
Hillsdale College 1995 — 1999
Bachelor of Science (BS), Chemistry
KIRCO MANIX September 2013 - Present
G&M Renovations, LLC 2004 - 2013
Eileen M Burkhart & Co., LLC 2003 - 2004
UBS 2002 - 2003
Case Western Reserve University 1999 - 2002
Skills
Construction, Construction Management, Project Planning, MS Project, Project Management, Custom Remodeling, Contractors, Leadership, Project Estimation, Renovation
Education
Eastern Michigan University 2011 — 2013
Master of Science (MS), Construction Management, 4.0
Case Western Reserve University 1999 — 2002
Master of Science (MS), Physical Chemistry
Hillsdale College 1995 — 1999
Bachelor of Science (BS), Chemistry
Yongxiang Liao's UBS Experience April 2013 - August 2013
Job Analyst at Goldman Sachs Investment Banking Division
Industry Financial Services
Experience
Goldman Sachs February 2015 - Present
JPMorgan Chase & Co. June 2014 - September 2014
UBS April 2013 - August 2013
Education
Carnegie Mellon University 2013 — 2015
Master of Science (MS), Computational Finance
Shanghai Jiao Tong University 2009 — 2013
Bachelor of Science (B.S.), Computer Software Engineering
UCLA 2012 — 2012
Exchange, Statistics, 4.0
Goldman Sachs February 2015 - Present
JPMorgan Chase & Co. June 2014 - September 2014
UBS April 2013 - August 2013
Education
Carnegie Mellon University 2013 — 2015
Master of Science (MS), Computational Finance
Shanghai Jiao Tong University 2009 — 2013
Bachelor of Science (B.S.), Computer Software Engineering
UCLA 2012 — 2012
Exchange, Statistics, 4.0
Caitlin Grabowski's UBS Experience June 2007 - December 2008
Job Relationship Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2011 - Present
Quicken Loans February 2010 - February 2011
UBS June 2007 - December 2008
Education
Central Michigan University 2006 — 2009
Bachelor's degree, Finance, General
JPMorgan Chase March 2011 - Present
Quicken Loans February 2010 - February 2011
UBS June 2007 - December 2008
Education
Central Michigan University 2006 — 2009
Bachelor's degree, Finance, General
John Losito's UBS Experience July 2015 - August 2015
Job Student at New Jersey Institute of Technology
Industry Computer Software
Experience
UBS July 2015 - August 2015
US Navy July 2008 - June 2013
Skills
Java, MIPS Assembly, Python, Agile Methodologies, UML, JIRA, TextPad, Dev C++, Minitab, Microsoft Excel, Microsoft Word, Google Docs, Google Drive, Windows 7, Windows 10, Ubuntu, VirtualBox, z/OS, Shell Scripting, C
Education
New Jersey Institute of Technology 2015 — 2017
Bachelor of Science (B.S.), Computer Science
Middlesex County College 2013 — 2015
Associate of Science (A.S.), Computer Science, 4.0
Central Texas College 2011 — 2011
3.8
UBS July 2015 - August 2015
US Navy July 2008 - June 2013
Skills
Java, MIPS Assembly, Python, Agile Methodologies, UML, JIRA, TextPad, Dev C++, Minitab, Microsoft Excel, Microsoft Word, Google Docs, Google Drive, Windows 7, Windows 10, Ubuntu, VirtualBox, z/OS, Shell Scripting, C
Education
New Jersey Institute of Technology 2015 — 2017
Bachelor of Science (B.S.), Computer Science
Middlesex County College 2013 — 2015
Associate of Science (A.S.), Computer Science, 4.0
Central Texas College 2011 — 2011
3.8
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.