UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
UBS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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UBS Employees
Willson Jones Carter Baxley September 2015 - Present
Law Offices of Tom Young, Jr., PC March 2013 - September 2015
United States Air Force Judge Advocate General's Corps August 2012 - December 2012
Kuhn and Kuhn, LLC August 2012 - December 2012
DealRhino.net August 2011 - August 2012
Department of Social Services May 2010 - August 2010
Ooh! Events August 2007 - June 2009
UBS May 2008 - August 2008
Skills
Legal Writing, Legal Research, Public Speaking, People Skills
Education
Charleston School of Law 2009 — 2012
Juris Doctor
College of Charleston 2005 — 2009
Bachelor of Science, Business Administration; Finance
UBS April 2005 - February 2014
Citi August 1989 - April 2004
E.F. Hutton March 1976 - June 1988
Skills
Margin Analysis, Microsoft Office, Equities, Customer Service, Windows, Banking, Short Options
Education
City Colleges of Chicago-Harry S Truman College
Associate of Arts (A.A.), Jornalism
Northeastern Illinois University
General Studies
Robert Emmet 5500 W Madison St
mather high school
UBS February 2015 - Present
Orion Digital Marketing April 2014 - November 2014
Palo Capital June 2013 - November 2013
Skills
Research, Social Media, PowerPoint, Microsoft Excel, Teamwork, HTML, Windows, Competitive Analysis, Microsoft Office, Microsoft Word, Java, English, CSS, jQuery, jQuery UI, Bloomberg Terminal, Financial Analysis, Financial Modeling, Valuation, Finance, Investments, Equities, Corporate Finance, Start-ups, Bloomberg, Equity Research, Entrepreneurship, Economics
Education
Chapman University 2010 — 2014
Bachelor of Science (B.S.), Business Administration: Finance
Skytree – The Machine Learning Company April 2015 - Present
Moody's Analytics November 2012 - April 2015
Moody's Analytics August 2009 - November 2012
Life Without Barriers August 2008 - August 2009
IBM (SPSS) May 2006 - September 2008
Hewlett-Packard May 2003 - February 2006
B2BWorks, Inc. October 2000 - November 2001
UBS December 1996 - September 1999
Skills
Product Management, Product Marketing, Business Development, Sales, Marketing Strategy, Strategic Partnerships, Channel Partners, Cross-functional Team..., Enterprise Software, Start-ups, Web Analytics, SaaS, Email Marketing, Analytics, Go-to-market Strategy, Sales Enablement, Strategy
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Marketing
China Europe International Business School (CEIBS) 2003 — 2003
MBA, International Business Exchange Student
Syracuse University 1992 — 1996
B.S., Information Management & Technology
HK Surgical, Inc. October 2014 - Present
MB Interim Leaders April 2013 - June 2014
Kimco Staffing May 2012 - April 2013
New Majority California May 2010 - February 2012
Arnel & Affiliates July 2009 - June 2010
Geisha House Santa Ana April 2009 - June 2009
UBS June 2008 - August 2008
Skills
Event Planning, Sales, Marketing, Fundraising, Social Media Marketing, Public Speaking, Social Networking, Public Relations, Customer Service, Recruiting, Leadership Development, Leadership, Account Management, Human Resources, Technical Recruiting, Business Development, Management, Networking, Marketing Communications, Time Management, Executive Search
Education
Chapman University, The George L. Argyros School of Business and Economics 2015 — 2017
Master of Business Administration (M.B.A.)
Chapman University 2007 — 2009
BS, Business Administration Finance
Corona del Mar
Bachelor of Science (B.S.), Finance, General
Actuaries Unlimited Inc April 2014 - Present
UCLA July 2013 - June 2014
Heller Tax, Tax Attorney Firm August 2012 - June 2014
Leyen Food LLC June 2012 - September 2012
Bank of America January 2012 - June 2012
UBS September 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Banking, Finance, Auditing, Data Analysis, Access, Payroll, Financial Analysis, Statistics, Financial Modeling, Accounting, Data Entry, Administration, Bloomberg, Statistical Modeling, Tax, Critical Thinking, Wealth Management, R
Education
University of California, Los Angeles 2012 — 2014
Bachelor's degree, BA in Mathematics and Economics, Minor Statistics
City College of San Francisco 2010 — 2012
Associate's degree, Mathematics
Rick Peterson & Associates May 2011 - Present
Teocalli Capital Strategies March 2011 - Present
Hughes & Associates April 2010 - March 2011
Aurora Financial Solutions September 2006 - October 2009
Petrosearch Energy Corporation (acquired by DBLE) January 2003 - October 2006
Excelsior Exploration Company January 2002 - January 2003
UBS March 1998 - January 2002
Sanders Morris Harris May 1997 - December 1997
Morgan Keegan April 1996 - April 1997
Dean Witter Reynolds February 1995 - March 1996
Skills
Equities, Capital Markets, Investments, Recruiting, Brokerage Recruting, Proprietary Trading, Negotiation, Financial Advisory, Public Speaking, Mergers & Acquisitions, Start-ups, Trading, Asset Management, Venture Capital, New Business Development, Mergers, Entrepreneurship, Strategy, Finance, Financial Markets, Asset Managment, Corporate Finance, Equity Trading, Business Planning, Sales, Team Building, Funding, Executive Management, Analysis, Fundraising, Investor Relations, Mutual Funds, Hedge Funds, Business Strategy, Portfolio Management, Strategic Financial..., Private Equity, Managerial Finance, Deal Execution, Deal Structuring, Angel Investing, Leadership Development, Cold Calling, Financial Planning, Analytical Skills, Non-profits, Roadshows, Financial Services, Event Planning, Event Management
Education
University of Vermont 1982 — 1986
BA, English, Political Science
Choate Rosemary Hall 1978 — 1982
Honors, Political Science and Government
Crestbridge Financial January 2009 - Present
Crestbridge Financial www.crestbridgefinancial.com January 2009 - Present
Public Law Center February 2014 - Present
St Mark Presbyterian Church January 2012 - December 2014
Fairmont Private Schools September 2012 - July 2014
Equality California EQCA January 2008 - December 2012
Merrill Lynch Financial Services 2006 - 2009
UBS April 2000 - September 2006
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Financial Services, Asset Management, College Education..., Securities, Series 7, Series 24, Long-term Care, Life Insurance, Wealth, High Net Worth..., Financial Planners, Financial Advisory, Equities, Retirement, Mutual Funds, Small Business, Investment Advisory, Portfolio Management, Asset Allocation, Fixed Annuities, Investment Strategies, IRAs, Estate Planning, FINRA, 401k, Strategy, 401k Rollovers, Trusts, Private Equity, Insurance, Alternative Investments, Personal Financial..., Wealth Accumulation, Investment Management, ETFs, Roth IRA, Asset Protection
Education
The American College
Financial Planning and Services
UCI
Financial Planning
Chapman University
Organizational Leadership
Discount Home Mtge/HSNY June 2012 - June 2013
JPMorgan Chase August 2011 - December 2011
The Tuttle Agency August 2009 - November 2009
UBS WEALTH MGMT December 2008 - March 2009
Bank of New York/Mellon March 2008 - August 2008
Morgan Stanley October 2007 - February 2008
HSBC June 2004 - September 2007
UBS September 2006 - August 2007
Deutsche Bank / State Street Bank September 2000 - November 2003
Facey Commodity Co. Ltd. 1988 - 1991
Skills
Administration, Financial Reporting, FX, Mutual Funds, Interest Rate..., Settlements, Settlement, Commodity, Accounting, Corporate Actions, Confirmations, Fixed Income, Securities, Equities, Hedging, Bonds, Derivatives, SWIFT, Middle Office, Cash Management, Trading, Back Office, Currency, Reconciliations, Payments, Asset Management, Bloomberg, Investment Banking, FX Options, Account Reconciliation, Finance, Financial Services, Analysis, Portfolio Management, Banking, Credit, Hedge Funds
Education
City University of New York 2005 — 2006
CA, Business and Finance
UBS April 2015 - Present
Abercrombie & Fitch July 2014 - February 2015
Abercrombie & Fitch November 2009 - June 2014
Skills
Visual Merchandising, Trend Forecasting, Styling, Fashion Illustration, Fashion, Trend Analysis, Apparel, Merchandising, Customer Service, Social Media, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning, Social Networking, Time Management
Education
University of California, Riverside 2011 — 2014
BA, Liberal Arts emphasis in Elementary Education
City College of San Francisco 2009 — 2011
College of San Mateo 2009 — 2011
Moody's Analytics June 2015 - Present
A Better Chance, Phi Beta Sigma Fraternity June 2000 - Present
Royal Bank of Scotland February 2013 - May 2015
UBS July 2010 - November 2012
UBS Investment Bank June 2009 - August 2009
Morgan Stanley 2002 - 2008
NYS Housing Finance Agency/ Citi July 2001 - May 2002
Skills
Capital Markets, Fixed Income, Investment Banking, Leveraged Finance, Financial Modeling, Municipalities, Hedge Funds, Financial Structuring, Due Diligence, Bonds, Finance, Trading, Loans, Securitization, Financial Services, Financial Analysis, Valuation
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Cornell University 1997 — 2001
BS
Choate Rosemary Hall 1993 — 1997
High School Diploma
De La Salle 1991 — 1993
UBS May 2013 - Present
Hilliard Lyons May 2012 - May 2013
Fifth Third Bank January 2011 - January 2012
Education
College for Financial Planning 2012 — 2014
CFP Certification Professional Education Program
Centre College 2006 — 2010
BS, Financial Economics
Henry Clay High School 2002 — 2006
UBS June 2014 - August 2014
Crowdster July 2012 - August 2012
Brookhaven National Laboratory July 2010 - August 2010
Kynikos Associates June 2009 - July 2009
Skills
C++, Software Development, Project Management, Microsoft Excel, Certified Associate of..., Microsoft Word, PowerPoint, Photoshop, Java, Research, JavaScript, HTML, Statistics, Testing, Program Management, Matlab, Agile Methodologies, Scrum
Education
Vanderbilt University 2011 — 2015
Bachelor of Science (B.S.), Computer Science; Mathematics
Choate Rosemary Hall 2007 — 2011
High School, Coursework focus: Mathematics and Physics
Green Vale
Author February 2015 - Present
RUSSIA'S LAST ROMANOVS: In Their Own Words January 2014 - Present
"The Diary of Olga Romanov: Royal Witness to the Russian Revolution" December 2013 - Present
Free Library of Philadelphia November 2006 - Present
Free Library of Philadelphia November 2006 - Present
UBS 2005 - 2014
Rutgers University 2004 - 2006
FMC 2003 - 2004
BASF September 1999 - January 2002
American Cyanamid August 1998 - September 1999
Skills
Collection Development, Library Science, Library, Books, Research, Teaching, Museum Collections, Library 2.0, Library Management, Library Instruction, Database Searching, History, Public Libraries, Information Literacy, Cataloging, Community Outreach, Grant Writing, Higher Education, Editing, Electronic Resources, Special Collections, Reader's Advisory, Library Research, Libraries
Education
Rutgers University-New Brunswick 2004 — 2006
MLIS, Library and Information Sciences
State University of New York at Buffalo 1996 — 1998
MS, Biochem
City University of New York-Brooklyn College
Master of Science (MS)
UBS April 2010 - September 2011
UBS November 2009 - March 2010
UBS Wealth Management January 2008 - October 2009
Credit Suisse April 2007 - September 2007
Credit Suisse July 2006 - March 2007
SIAC October 1998 - February 2005
SIAC October 1992 - September 1998
Skills
Learning Management, Leading Diverse Teams, Training Needs Analysis, Training Delivery, Executive Coaching, Mentoring, Staff Development
Education
City University of New York City College
Bachelor of Arts (B.A.), Psychology
RBC June 2015 - Present
Morgan Stanley October 2014 - April 2015
UBS February 2014 - April 2014
Pulse Capital Partners, LLC September 2013 - January 2014
MassMutual Financial Group January 2013 - August 2013
Independent Derivatives Risk Analyst January 2012 - December 2012
Acorn Derivatives Management Corp March 2005 - December 2011
HVB January 2005 - March 2005
Indus Capital Partners November 2004 - December 2004
Citigroup October 2003 - June 2004
Skills
Microsoft Office 2003, Financial Analysis, Risk Analysis, Options, Options Pricing, Derivatives, Oil/Gas, Commodities, Currencies, Operational Risk..., Risk Management, Hedge Funds, Asset Management, Currency, Commodity, Access, Asset Managment, Insurance, Compliance, Account Reconciliation, Dodd-Frank, AML, KYC, OFAC, FACTA, FATCA, Trading, Equity Derivatives, Equities, Bloomberg, Fixed Income, Trading Systems, Banking, Foreign Exchange, Basel II, Basel I, Settlement, Securities, Prime Brokerage, Middle Office, Financial Services, Emerging Markets, Operational Due..., Operational Risk, Alternative Investments, Fund Of Funds, Anti Money Laundering
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA, Finance and Business Economics, 3.50
Pace University - Lubin School of Business 2013 — 2013
Certified Compliance Regulatory Professional (CCRP) Designation, Corporate Governance
Brooklyn College 1984 — 1988
BS, Business Management and Finance
Guggenheim Partners July 2012 - Present
The Princeton Group April 2012 - July 2012
RBS Securities Inc. May 2008 - April 2012
AYSO 2010 - 2012
QVT Financial LP February 2008 - May 2008
Gravitas Technology January 2008 - May 2008
UBS Investment Bank 1994 - 2007
UBS 1994 - 2007
Perot Systems 1998 - 2006
Union Bank of Switzerland 1994 - 1998
Skills
Trading Systems, Disaster Recovery, Active Directory, Red Hat Linux, Bloomberg, Market Data, Networking, Technical Support, XP, Data Center, ITIL, Trading, Information Technology, Infrastructure, Servers, Unix, User Friendly, Desktop Application..., Vendor Management, Positive Personality, SharePoint, Incident Management, Technical Skillset, Executive Support, VMware
Education
City University of New York-Brooklyn College 1985 — 1991
BS, Computer and Information Science
Defense Contract Management Agency January 2015 - Present
Defense Contract Management Agency April 2012 - Present
USAF May 2006 - Present
USAF May 2006 - April 2012
UBS November 2004 - May 2006
United States Air Force September 2002 - September 2004
Skills
Command, Military, Aircraft Maintenance, Aircraft, Security Clearance, Quality Assurance, Analysis, Risk Assessment, Testing, Inspection
Education
Citrus College 2005 — 2006
AA, History
Damien High School 1998 — 2002
Morgan Stanley Wealth Management August 2010 - Present
Cohen & Steers August 2007 - September 2010
UBS March 2006 - July 2007
Diversified Investment Advisors May 2005 - November 2005
Bunge Ltd. May 2001 - January 2005
Wechsler Ross & Partners October 2000 - May 2001
Institutional Investor Newsletters October 1999 - May 2000
Pensions & Investments October 1989 - September 1999
Worcester Telegram & Gazette September 1984 - September 1989
Education
Columbia University - Graduate School of Journalism 1998 — 1999
Knight-Bagehot Fellowship, Economics and Business Journalism
City University of New York City College 1979 — 1984
B.A., Economics
Brooklyn Technical High School
86Research Ltd. August 2015 - Present
Evercore Partners March 2012 - March 2015
Collins Stewart September 2011 - April 2012
Susquehanna International Group (SIG) April 2007 - January 2011
Nollenberger Capital Partners November 2005 - April 2007
Fulcrum Global Partners September 2001 - November 2005
Furman Selz LLC 1998 - 2001
UBS 1997 - 1999
Dean Witter Reynolds, Inc. 1989 - 1997
Skills
NASD - Series 7, 24,..., Equity Research, Hedge Funds, Series 7, Capital Markets, Equities
Education
Harvard University
Bachelor of Arts, English and American Literature
Choate Rosemary Hall
UBS October 2014 - Present
UBS August 2013 - Present
UBS June 2012 - August 2012
Skills
Bloomberg, Derivatives, Equities, Financial Analysis, Financial Modeling, Investment Banking, Microsoft Excel, Management, Bloomberg Terminal, Business Development, VBA, Valuation, Investments, Risk Management, Analysis, Business Analysis, Microsoft Word, PowerPoint, Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (BS), Finance, General
City University London 2012 — 2012
Study Abroad, Finance, General
Manalapan High School 2005 — 2009
UBS May 2014 - August 2014
Abu Dhabi Commercial Bank 2010 - 2013
Royal Bank of Scotland 2008 - 2010
ABN AMRO 2006 - 2008
Skills
Wealth Management, Asset Managment, FX Options, Credit Analysis, Private Banking, Personal Financial..., Project Management, Product Management, Managing P&Ls, Asset Management, Investments, Financial Markets, Banking, Mutual Funds, Financial Services, Capital Markets
Education
University of Toronto - Rotman School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Champlain College 2002 — 2005
Bachelor of Science in Business, Finance
Indian High School 1989 — 2002
Senior Secondary, Commerce
ADP April 2013 - April 2014
ADP February 2013 - April 2013
Sares-Regis Group September 2009 - May 2010
UBS June 2009 - September 2009
St. John Knits February 2009 - June 2009
Skills
Sales, Salesforce.com, Outside Sales, Account Management, Leadership, Human Resources, Management, Strategy, Employee Benefits, Lead Generation, Cold Calling, Market Research, Time Management, Customer Service, Payroll, Microsoft Excel, Retail, PowerPoint, Program Management, Social Media Marketing, Culinary Skills, Public Relations, Fashion Design, Social Media
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2012
Bachelor of Science, Business Administration
Morgan Stanley August 2013 - Present
UBS April 2009 - July 2013
Smith Barney January 1985 - April 2009
Skills
Wealth Management
Education
Cincinnati State Technical and Community College
Associate of Arts (A.A.), Computer Science
The Ohio State University
RBC Wealth Management May 2005 - Present
UBS January 2002 - May 2005
Citi- Salomon Smith Barney December 1999 - April 2002
Skills
Investments, Series 7, Wealth Management, Portfolio Management, Securities, Asset Management, Financial Analysis, Banking, Financial Modeling, Capital Markets, Financial Services, Due Diligence, Strategic Financial..., Private Equity, Mergers & Acquisitions
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1985 — 1987
Doctor of Law (JD), Bankruptcy
Ohio Wesleyan University 1980 — 1984
Bachelor's degree, Pre-Law Studies, Political Science and History
UBS May 2001 - Present
Cendant January 2000 - January 2001
DC37 January 1994 - January 2000
Skills
Disaster Recovery, Data Center, Management, Business Analysis, Vendor Management, Databases, Program Management, IT Strategy, Security, System Administration, IBM Mainframe, MVS, JCL, S/390, RACF, z/OS
Education
City University of New York-Brooklyn College 1983 — 1987
Computer Science Information
W.A. Hynes & Co. September 2014 - December 2014
Administrative Office of the Courts of Ca March 2014 - June 2014
Bay Area Criminal Lawyers, PC October 2013 - January 2014
UC Hastings College of the Law August 2012 - March 2013
Kaiser August 2010 - December 2010
UBS March 2010 - August 2010
Minted.com December 2009 - January 2010
MILVETS Systems Technology, Inc. February 2006 - March 2008
Liberation Prison Project 2008 - 2008
Amercan College of California March 2003 - March 2005
Skills
CSS, Web Design, XHTML, Photoshop, Graphic Design, Mac OS, Customer Service, Purchasing, Retail, Computer Repair, Windows, Illustrator, Code, HTML, Dreamweaver, Wordpress, JavaScript, Java, HTML5, Adobe Creative Suite, Inventory Management, HTML 5, WordPress, Web Development
Education
City College of San Francisco 2000 — 2013
Graphic Communications, B
TechSkills 2008 — 2009
Certificates, A+, Network+
San Francisco State University 1982 — 1987
BA, Sociology
UBS June 2015 - August 2015
The Westly Group 2014 - 2014
Innovation Leadership Board 2013 - 2014
The Westly Group 2013 - 2014
True Blue Films 2011 - 2013
World of Water 2012 - 2012
Stanford University January 2011 - June 2011
Skills
Research, Microsoft Excel, Photoshop, Venture Capital, Sustainability, Final Cut Pro, PowerPoint, SeaDAS, Energy, Cleantech, PADI Divemaster, Entrepreneurship, Management, Leadership, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship, Corporate Finance
Stanford University 2010 — 2014
Bachelor of Science (BS), Earth Systems
Choate Rosemary Hall 2006 — 2010
High School Diploma
World News & Information Network April 2002 - Present
Morgan Stanley April 2014 - Present
Gibson December 2012 - May 2014
eFinancialCareers.com March 2011 - December 2012
AARP Financial January 2009 - January 2011
UBS April 2007 - December 2008
Medialink 2005 - 2006
Merrill Lynch 1987 - 2002
Fox Broadcasting July 1986 - October 1987
CBS November 1985 - August 1986
Skills
Writer/editor, Video production, Strategic Communications, Media Relations, Corporate Communications, Crisis Communications, Public Relations, Speech Writing, Video Production, Mobile Marketing, Ghostwriting, Spanish, CMS, Television News..., Television, Storytelling, Editing, Broadcast, Content Management, Digital Marketing, Journalism, Web Content, Newsletters, Publishing, Magazines, Marketing Communications, Blogging, Copywriting, Publicity, Internal Communications, Editorial, Video, Marketing, Content Strategy, New Media, Social Media Marketing, Entertainment, Digital Media, Strategy, Digital Strategy, Content Development, Corporate Branding, Copy Editing, Integrated Marketing, Communication Training, Online Marketing, Brand Development, Social Networking, Film, Email Marketing
Education
City University of New York City College 1975 — 1978
BA, Psychology
New York University 1971 — 1973
Certificate, Film
Defense Information School 1968 — 1969
Graduated, Journalism/Broadcasting/Communications
Ravena Coeymans Selkirk High School
PSEG August 2014 - Present
Horizon Blue Cross Blue Shield of New Jersey November 2005 - August 2014
UBS November 2001 - November 2005
BMW of North America, LLC July 1997 - November 2001
Skills
Microsoft Excel, Microsoft Access, BNA Fixed Asset, TaxStream, RIA Insource Income Tax, Oracle Peoplesoft, Manage Fixed Asset..., Ariba, CORPTAX, SAP
Education
Stevens Institute of Technology 1998 — 2000
Master of Science (MS), Management Planning, 3.0
Cheyney University of Pennsylvania 1979 — 1984
Bachelor's degree, Accounting
EarthSearch Communications International September 2013 - Present
AltiSource February 2013 - August 2013
Rupali Exchange Inc July 2010 - January 2013
NYU LMC January 2009 - June 2010
Henry Schein January 2008 - December 2008
UBS April 2007 - December 2007
BIFT January 2006 - March 2007
Skills
Java, JavaEE, Multithreading, Socket Programming, Spring Framework, Struts2, Shell Scripting, C++, C#, PHP, Python, Web Services, JSF, Oracle, MySQL, SQL, PL/SQL, JavaScript, jQuery, Linux System..., Django, WordPress, Joomla, Drupal, Agile Methodologies, Software Development, Java Enterprise Edition, Struts
Education
City University of New York City College 2010 — 2012
Master of Science (MS), Computer Science
Rajshahi University of Engineering and Technology, Bangladesh 2001 — 2005
Bachelor of Science (BSc), Computer Science and Engineering
SunTrust Bank 2012 - 2013
Xerox October 2011 - May 2012
Comcast October 2010 - May 2011
UBS June 2004 - August 2004
Skills
Banking, Technical Support, Customer Service, Nonprofits
Education
Tennessee State University 2008 — 2010
Bachelor of Arts (B.A.), Economics
Sewanee-The University of the South 2006 — 2007
Transferred to Tennessee State Univ., Economis
Choate Rosemary Hall 2005 — 2006
Post-Grad Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Montgomery Bell Academy 2002 — 2005
University of Nashville Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 12
UBS May 2007 - March 2010
UBS Financial Services February 2001 - April 2007
UBS / PaineWebber February 1999 - January 2001
PaineWebber January 1996 - January 1999
Education
City University of New York-Brooklyn College 1992 — 1994
MA, Industrial & Organizational Psychology
Dell February 2012 - Present
UBS - Automation Edge International, Inc August 2006 - September 2011
UBS Investment Bank 2006 - September 2011
Mizuho Securities USA, Inc. - Automation Edge International, Inc March 2003 - May 2006
Long Island Jewish Hospital – Perot System Long Island, NY October 2001 - September 2002
Automation Edge, International, inc. February 2001 - October 2001
NYC District Attorney Office May 2000 - February 2001
UBS December 1997 - March 2000
J. P. Morgan, Wall Street, NY November 1996 - December 1997
Prudential, Newark, New Jersey April 1995 - November 1996
Skills
VMware ESX, MS Exchange 2007 -2010, Windows Server 2008, Windows Server, Microsoft Exchange, Project Management, Disaster Recovery, Cloud Computing, Data Center, Active Directory, VMware, SCCM, Oracle, Servers, Integration, Cluster, ITIL, Unix, Switches, Change Management, Cisco Technologies, DNS, System Administration, Group Policy, CRM, Microsoft SQL Server, Outsourcing, WAN, Information Technology, Troubleshooting, Storage, Infrastructure, Security, Hardware, High Availability, DHCP, Enterprise Software, Management, TCP/IP, Networking, Technical Support, Software Installation, Routers, Virtualization, IT Management, IT Service Management, System Deployment, Citrix, SAN, Operating Systems
Education
City College 1989 — 1991
BS Degree, Electromechanical Engineering Technology
City University of New York City College 1985 — 1989
BS, Electromechanical Technology
PC Age 1974 — 1996
Certification, IT training
New York City Technical College 1983 — 1985
A.A.S, Electromechanical Engineering Technology
UnitedHealth Group May 2013 - Present
UnitedHealth Group February 2008 - Present
UnitedHealth Group September 2012 - May 2013
ShopNBC July 2007 - January 2008
MoneyGram International October 2006 - July 2007
Wyndham Worldwide March 2004 - September 2006
Cendant August 2002 - September 2006
Galileo International August 2002 - March 2004
UBS July 2001 - August 2002
GMAC-RFC July 1997 - July 2000
Skills
Management, SharePoint, Event Planning, Human Resources, Microsoft Excel, Administrative..., Time Management, Outlook, Office Management, Customer Service, Administration, Project Coordination, Process Improvement, Enterprise Software, Administrative...
Education
Century College 1990 — 1997
AA
University of Montana 1991 — 1992
UBS Vice President - InvestmentsSmith BarneyAugust 2003 - October 2008
Morgan Stanley February 1991 - August 2003
Education
City University of New York-Brooklyn College 1971 — 1973
M.S, HEALTH EDUCATION
Long Island University 1967 — 1971
B.S, HEALTH EDUCATION
Citi November 2014 - Present
Deutsche Bank August 2013 - November 2014
Citi September 2011 - August 2013
Bank of America July 2010 - October 2011
Credit Suisse September 2008 - July 2010
Lockheed Martin January 2008 - September 2008
TIAA-CREF May 2006 - December 2007
Bank of America February 2005 - May 2006
JP Morgan Chase November 2003 - February 2005
UBS September 2002 - November 2003
Skills
Data Warehousing, ETL, Data Modeling, PL/SQL, Erwin, Informatica, Oracle, Sybase, Datastage, DB2, T-SQL, Databases, Unix, Relational Databases, Ab Initio, Autosys, Star Schema, Oracle RAC, Data Warehouse..., Dimensional Modeling, Stored Procedures, Database Design, Unix Shell Scripting, SQL, Microsoft SQL Server, Software Project..., Data Marts, IT Strategy, Ksh, Data Governance, IBM Information..., IBM Banking and..., Business Objects
Education
City University of New York City College 1993 — 1996
MS, Engineering
University of Engineering and Technology, Lahore 1988 — 1992
Bachelor of Engineering (BEng), Engineering
UBS January 2015 - Present
HFR Asset Management October 2009 - January 2015
Navistar July 2007 - June 2008
Skills
Derivatives, Hedge Funds, Legal Writing, Capital Markets, Commodity Pools, Securities Regulation, Dodd-Frank
Education
Chicago-Kent College of Law, Illinois Institute of Technology
JD, cum laude
University of Iowa - Henry B. Tippie College of Business
BBA, Management
R-Squared Services & Solutions, Inc. 2010 - 2012
Citigroup 2005 - April 2010
DMMaley Business Solutions, LLC 2008 - 2010
Independent IT Consulting 2000 - 2005
JP Morgan Chase 1989 - 2000
UBS 1984 - 1988
Skills
Program Management, Governance, Software Development, Relationship Management, Technology Integration, Vendor Management, IT Strategy, PMP, SDLC, Business Analysis, Enterprise Architecture, IT Management, PMO, Business Process..., Integration, MS Project, Project Portfolio..., Solution Architecture, Consulting, Project Planning, Management, Start-ups, Information Technology, Enterprise Software, Business Intelligence, Requirements Gathering
Education
New York University 2000 — 2003
Certificate, E-commerce
Monmouth University 1981 — 1987
MBA, Management
City University of New York-Brooklyn College 1963 — 1968
BA, Biology
Bessemer Trust August 2010 - May 2011
Computer Insight Learning Center September 2009 - April 2010
UBS May 2005 - April 2009
UBS/PaineWebber September 1997 - May 2005
Information Builders September 1995 - April 1997
Citi March 1994 - April 1995
Information Builders Inc March 1991 - February 1994
Skills
Visio, Access, Microsoft Excel, PowerPoint, Banking, HTML, PL/SQL, Business Analysis, Requirements Analysis, MS Project, Vendor Management, Project Management, Analysis, Unix, SQL, Software Documentation, SDLC, Enterprise Architecture, Capital Markets, Oracle, Risk Management
Education
City University of New York-Brooklyn College
BA, Sociology/Business
Amber Charter School August 2015 - Present
Amber Charter School February 2013 - August 2015
enter:marketing September 2012 - December 2012
Education Pioneers: Inwood Academy for Leadership Charter School June 2012 - December 2012
Ralphe Bunche School PS 125 October 2011 - December 2012
UBS April 2012 - June 2012
Guggenheim Museum September 2011 - April 2012
AOL October 2010 - May 2011
NYC Teaching Fellows - HS336 June 2008 - October 2010
Tiffany & Co. January 2007 - June 2008
Skills
Excel, Word, PowerPoint, Google Analytics, Omniture, Microsoft Word, Staff Development, Microsoft Excel, Human Resources, Training, Process Improvement, Sales, Program Management, Data Analysis, New Business Development, Analysis, Public Speaking, Management, Fundraising, Marketing Strategy, Microsoft Office, Project Management, Project Planning, Online Marketing, Social Media, Research, Recruiting, Operations Management, Advertising, Strategy, Online Advertising, Marketing, Curriculum Design, Community Outreach, Forecasting, Photoshop, Budgets, Integrated Marketing, HTML, Event Planning
Education
City University of New York-Brooklyn College 2008 — 2010
MS-Ed, Mathematics Specialist
Baruch College - Zicklin School of Business 2004 — 2006
M.B.A, Marketing & Small Business Management
University of Michigan 1998 — 2003
BA, Film & Video Studies
Brooklyn Tech HS 1994 — 1998
High School Regents Diploma, Computer Science
UBS July 2014 - Present
UBS Investment Bank June 2013 - August 2013
DeMatteo Monness LLC July 2012 - August 2012
Skills
Investment Banking, Valuation, Microsoft Excel, Microsoft Office, SimFund, Bloomberg
Education
Boston College 2010 — 2014
B.S., Carroll School of Management
Choate Rosemary Hall 2008 — 2010
Diploma
UBS June 2014 - Present
Puget Sound Bank June 2005 - March 2014
Asia Europe Americas Bank 1998 - 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Audit, Internal Controls, Banking, Auditing, Treasury Management, GAAP, Risk Management, Cash Management
Education
Central Washington University 2002 — 2004
Master of Professional Accountancy
Vanguard September 2012 - Present
Eton Park Capital Management May 2009 - August 2012
UBS Investment Bank February 2008 - May 2009
UBS August 2005 - February 2008
Ernst & Young LLP January 1995 - July 2005
Skills
Certified Public..., Operational Risk..., Operational Risk, Process Improvement, Information Security, Hedge Funds, Derivatives, Capital Markets, Investment Banking, Fixed Income, Asset Managment, Equities, Risk Management, Market Risk, Financial Risk, Enterprise Risk..., Valuation, Internal Controls, Credit, Asset Management, Alternative Investments, Credit Derivatives, Financial Services
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA
City University of New York-Brooklyn College 1990 — 1994
BS
University of Pennsylvania - The Wharton School
Morgan Stanley Investment Management February 2006 - Present
UBS September 2004 - January 2005
Skills
Emerging Markets, Bloomberg, Hedge Funds, Equities, Fixed Income, Investments, Private Equity, Alternative Investments, Investment Banking, Asset Managment, Capital Markets, Portfolio Management, Derivatives, Corporate Finance, Bonds, Equity Research, Financial Modeling, Asset Management
Education
Columbia University - School of International and Public Affairs 2009 — 2011
EMPA, International Economic Policy and Management
City University of New York-Brooklyn College 2001 — 2005
BS, Finance, General
Prudential Financial June 2013 - Present
Verizon Wireless December 2011 - May 2013
UBS June 2007 - December 2011
New York Times February 2004 - June 2007
IBM September 2002 - December 2003
IBM China July 1997 - August 2000
Skills
Core Java, Servlets, JSP, Struts, Spring, Hibernate, Java Web Services, PL/SQL, jQuery, JavaScript, SQL, SDLC, CSS, DB2, Software Development, Java Enterprise Edition, Agile Methodologies, SOA, Websphere, Oracle, Perl, WebSphere, Web Development, Web Applications
Education
Teachers College of Columbia University 2000 — 2002
Master of Arts (M.A.)
China Foreign Affairs University 1993 — 1997
Bachelor of Arts (B.A.)
Merrill Lynch September 2013 - Present
Morgan Stanley Wealth Management October 2012 - September 2013
Morgan Stanley Smith Barney January 2012 - October 2012
Morgan Stanley May 2011 - January 2012
UBS 2006 - 2011
Skills
Series 7, Series 66, Series 63, Wealth Management, Series 9, Series 10, Series 3
Education
Brooklyn College 2002 — 2004
BS, Bus Mgmt & Finance
UBS July 2015 - Present
UBS Wealth Management December 2014 - July 2015
City University of New York - John Jay College of Criminal Justice - Student Council June 2014 - June 2015
U.S. Department of Commerce June 2014 - August 2014
Division of Student Affiars, Office of the Vice President April 2014 - May 2014
New York State Assemblyman Marcos Crespo January 2014 - May 2014
John Jay College September 2013 - May 2014
John Jay College September 2013 - December 2013
Kohl's Department Stores May 2013 - August 2013
John Jay College September 2012 - June 2013
Education
City University of New York City College 2011 — 2015
Bachelor's of Science Degree, Finance & Investment and Political Science, Alumni
UBS May 2015 - Present
UBS June 2013 - May 2015
UBS September 2010 - June 2013
UBS October 2008 - September 2010
LPL Financial September 2007 - October 2008
Wachovia Securities Financial Network June 2003 - September 2007
Prudential Financial June 1998 - June 2003
Education
Brooklyn College
Bachelor's degree, Business, Management and Finance
First Eagle Investment Management June 2015 - Present
Transportation Resource Partners May 2014 - July 2014
UBS July 2013 - August 2013
Skills
Microsoft Word, PowerPoint, PC, Mac, Microsoft Excel, SPSS, Bloomberg Terminal, Facebook, Economics, Stata, Data Analysis, Public Speaking, Management, Microsoft Office, Research, Social Media, Finance, Leadership
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Charles University in Prague 2014 — 2014
Economics
Middletown High School South 2007 — 2011
Nasdaq June 2015 - August 2015
UBS June 2014 - May 2015
Fairmont Private Schools June 2013 - August 2013
Future Computing Solutions Inc. December 2012 - February 2013
Aahs Enterprises December 2011 - June 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Microsoft Excel, Leadership, Higher Education, Public Speaking, Facebook, Social Media, Event Planning, Social Networking, Critical Thinking, Customer Service, Research, Community Outreach, Fundraising, Student Affairs, Teaching, Editing, Nonprofits, Time Management
Education
Chapman University, The George L. Argyros School of Business and Economics 2012 — 2016
Bachelor of Science (B.S.), Finance and International Business, Rising Senior
Fairmont Preparatory Academy 2008 — 2012
High School
UBS April 2014 - Present
UBS November 2012 - March 2014
Merrill Lynch February 2012 - November 2012
Morgan Keegan November 2010 - January 2012
UBS April 2008 - October 2009
UBS August 1999 - October 2009
UBS April 1997 - August 1999
Friendship State Bank October 1989 - July 1996
PNC Bank July 1980 - October 1989
Education
American Institute of Banking 1980 — 1987
Finance
Mount St. Joseph University 1981 — 1984
n/a, Economics, Finance, Accounting
Cincinnati State Technical and Community College 1982 — 1982
n/a, Computer Programming
Western Hills High School 1973 — 1976
Diploma
PM Digital September 2013 - Present
BroadwayWorld.com 2013 - Present
Richard Sasanow MarCom March 2004 - Present
TMC Communications Inc. 2004 - 2013
Journalist and Author 1985 - 2013
Pershing November 2010 - October 2011
International Federations of Accounting February 2009 - February 2010
Pershing November 2007 - February 2009
Fireman's Fund Specialty Insurance February 2007 - August 2007
UBS March 2006 - August 2006
Skills
Professional Services, Management Consulting, Marketing Communications, Crisis Communications, Writing, Internal Communications, Strategic Communications, Copywriting, Newsletters, Content Development, Public Relations, Content Strategy, Integrated Marketing, Press Releases, Corporate Communications, Thought Leadership, Online Marketing, Editing, Copy Editing, Strategy, Advertising, Editorial, Event Management, Communication Training, Media Relations, Marketing, Publications, Publishing, Messaging, Speech Writing, Web Content, Content Management, Blogging
Education
Institut d'Etudes politiques de Paris 1970 — 1971
CEP, Political Studies
City University of New York-Brooklyn College 1967 — 1970
B.A., English (Writing)
Pratt Institute 1965 — 1967
architecture
Entrust Financial August 2009 - Present
Morgan Stanley August 2007 - August 2009
UBS June 2005 - August 2007
Skills
Wealth Management..., Wealth Management, Strategic Financial..., Planning for Charitable..., Asset Allocation, Investments, Portfolio Management, Retirement Planning, Financial Advisory, Series 7, Mutual Funds, Retirement, Financial Planning, Estate Planning, Tax Planning, Asset Management, Series 66
Education
The American College 2009 — 2011
Certified Financial Planner Certification, Certified Financial Planner
Chestnut Hill College 2001 — 2003
Masters, Education
Indiana University of Pennsylvania 1997 — 2001
BA, Psychology
East Stroudsburg Senior High 1992 — 1996
Wilderness Trail Distillery February 2015 - May 2015
Horizon Kinetics LLC June 2014 - August 2014
UBS June 2013 - August 2013
Skills
Research, Event Planning, Public Speaking, Microsoft Office, Social Media, Fundraising, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Editing, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2016
Master’s Degree, Accounting
Centre College 2011 — 2015
Bachelor's Degree, International Studies, Economics, History
J.P. Morgan November 2012 - Present
Bank of America January 2010 - November 2012
UBS January 1999 - December 2009
Skills
Fixed Income, Equities, Investment Banking, Credit Derivatives, Trading Systems, Market Data, Derivatives, Hedge Funds, Project Management, Business Analysis, Portfolio Management, IT Strategy, Sybase, Middle Office, Market Risk, Risk Management, Structured Products
Education
City University of New York-Brooklyn College 1996 — 1999
Bachelor of Science (B.S.), Computer Information Systems
Loyola Marymount University April 2013 - August 2013
Loyola Marymount University January 2012 - July 2013
Barbara Franklin Enterprises August 2010 - August 2011
UBS January 2010 - May 2010
Skills
Project Management, Google Analytics, Google Adwords, Social Media Marketing, Team Management, Research, Manuscript Development, Microsoft Office
Education
Loyola Marymount University 2012 — 2013
MBA, Financial Decision Systems
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2010
B.S., Business Administration- Finance
NYU Langone Medical Center June 2012 - Present
Siboney USA September 2010 - April 2012
UBS November 2008 - September 2010
UBS-AG May 2007 - November 2008
CW 11 June 1995 - May 2007
Skills
Budgets, Program Management, Windows, Process Improvement, CRM, Finance, Active Directory, Change Management, Marketing, XP, Windows Server, Online Advertising
Education
City University of New York
St. Rose Of lima
Thornton Investment Management March 2014 - July 2014
Fleischer Jacobs Group August 2008 - March 2014
UBS 2005 - 2008
Morgan Stanley Smith Barney 1998 - 2005
Saint Michael's College 1989 - 1998
Skills
Public Speaking, Portfolio Management, Insurance, Strategic Financial..., Employee Benefits, Mutual Funds, Retirement, Banking, Customer Service, Microsoft Office, Investments, Analysis, Finance
Education
Saint Michael's College
Business Administration and Management, General
Champlain College 1985 — 1986
Associate's Degree, Accounting
Champlain College 1983 — 1985
Associate's Degree, Business Administration and Management, General
Atos International July 2011 - Present
Siemens April 2009 - Present
XL Insurance February 2007 - Present
Tek system 2006 - 2007
UBS 2003 - 2005
SDM Check Cashing Corp 2000 - 2004
Skills
XP, Printers, Citrix, Laptops, Desktop Computers, VPN, Windows 7, Remote Troubleshooting, Desktop Application..., Technical Support, Hardware, Help Desk Support, ITIL, Software Installation, Troubleshooting, Windows XP, Software Documentation, Visio
Education
PerScholas Technology School 2002 — 2002
Certification, CompTIA A+ Technician
PerScholas Technology School 2002 — 2002
Certification, CompTIA Network +
City University of New York City College 2001 — 2001
Certification, Computer Repair and Upgrade Certificate
City University of New York City College 1998 — 2001
Associate, Pschycology
AutoZone December 2014 - Present
First Tennessee Bank August 2013 - December 2014
Towers Watson July 2012 - August 2013
MassMutual Financial Group July 2011 - June 2012
UBS February 2010 - May 2010
Education
Christian Brothers University 2013 — 2015
Master of Business Administration (MBA), Finance
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance
Jefferies & Company January 2007 - Present
UBS Investment Bank 2000 - 2007
Furman Selz 2000 - 2007
UBS 1999 - November 2006
Chase Manhattan Bank NA 1991 - 1993
Skills
Investment Banking, Fixed Income, Equities, Hedge Funds, Private Equity, Trading Systems, Electronic Trading, Mergers & Acquisitions, Market Data, Sales Management, Relationship Management, Strategic Planning, IT Strategy, Customer Service, Customer Experience, CRM Integration, Project Management, Program Management, Management, Product Development
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Computers, Mathematics
JPMorgan Chase January 2014 - Present
JPMorgan Chase September 2011 - Present
Goldman Sachs May 2011 - September 2011
UBS Investment Bank February 2008 - May 2011
Allegis Group Services April 2008 - May 2010
UBS February 2008 - April 2009
Thomson Financial August 2005 - 2008
Brooklyn College January 2004 - July 2005
JCH Delta 2000 - 2001
Skills
Direct Sourcing, Cold Calling, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Recruiting, Onboarding, Executive Search, Screening, Human Resources, Talent Management, Screening Resumes, Vendor Management, Equity Research, Internet Recruiting, Recruitment Training
Education
City University of New York-Brooklyn College 2003 — 2005
Bachelor of Science, Sociology/Political Science
The George Washington University 1995 — 1998
N/A, General
Stuyvesant High School 1992 — 1995
Regents Diploma
UBS December 2013 - Present
Edward Jones July 2009 - December 2013
US Census Bureau June 2006 - June 2009
Hilliard Lyons January 2006 - June 2006
Education
University of Louisville 2007 — 2009
MBA, Business Administration
Centre College 2002 — 2006
BS, Economics
UBS June 2010 - Present
UBS Wealth Management June 2003 - June 2010
Smith Barney May 2000 - June 2003
Education
Champlain College 2010 — 2012
Master of Business Administration (MBA)
Johnson State College
BA, Professional Studies
UBS August 2015 - Present
DoD 2009 - Present
UBS June 2014 - August 2014
Reed Elsevier June 2013 - March 2014
Research Foundation of The City University of New York July 2012 - May 2013
Brooklyn College May 2009 - May 2012
NBCUniversal, Inc. June 2011 - August 2011
Jimmy Crystal New York May 2007 - February 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Quantitative Analytics, Financial Analysis, Teaching, R, Project Management, Customer Service, Leadership Development, Statistics, C++, Maple, SAP BI, Project Planning, Team Leadership, Financial Modeling, Problem Solving, Statistical Modeling, Statistical Data..., Time Series Analysis, Simulations, Numerical Analysis, Probability, Outlook, Supervisory Skills, LaTeX, Quantitative, Presentations, Leadership, Microsoft Office
Education
New York University - Polytechnic School of Engineering 2013 — 2015
Master of Science (M.S.), Financial Engineering, GPA 3.9/4.0
City University of New York-Brooklyn College 2007 — 2013
Bachelor of Science / Art, Major: Financial Mathematics / Economics; Minor: Computer Science / Accounting, GPA: 3.96/4.0; Summa Cum Laude; Departmental Honors in Mathematics
ASPR - SP 2015 - Present
Netplus Capital LLC 2013 - 2015
The Hub 2009 - 2013
UBS 2006 - 2009
Goldman Sachs 2004 - 2006
Education
London School of Economics and Political Science
MSc Management (IMEX program)
The University of Chicago - Booth School of Business
exchange student MBA semester
City University London
BEng Honours Degree in Civil Engineering
the current time. 2013 - Present
Northern Trust January 2010 - September 2011
Working for myself October 2009 - November 2010
UBS AG/Swissbank January 1994 - October 2009
Swissbank/UBS AG January 1994 - January 2009
UBS 1994 - 2009
Perot Systems, Corp. January 1997 - December 2007
PEROT SYSTEMS CORPORATION January 1996 - January 2007
Perot Systems Corporation January 1996 - January 2007
Perot Systems/Swiss Bank 1996 - 2006
Skills
Solaris, Disaster Recovery, Unix, Servers, Data Center, System Administration, ITIL, Operating Systems, Active Directory, VMware, Red Hat Linux, Storage, Linux, Software Documentation, DHCP, Hardware, Troubleshooting, Technical Support, Networking, IT Strategy, Databases, Testing, SAN, NAS
Education
National Lewis University
Bachelor of Arts degree, Behavioral Science
Cheonggang Academy
Art, and Data Processing Technology
College of DuPage
Associate of Arts degrees; Art, Music; and Data Processing Technology
College of DuPage
Associate of Arts degrees, Music
National Louis University
Bachelor of Arts degree, Behavioral Science
The White House Council of Economic Advisers September 2007 - December 2007
Merrill Lynch May 2006 - August 2006
UBS May 2005 - August 2005
Education
The George Washington University - School of Business 2004 — 2008
BBA
City University London 2006 — 2006
Finance, Economics
UBS August 2002 - Present
Skills
Analysis, Alternative Investments, Asset Management, Banking, Bloomberg, Business Analysis, Capital Markets, Change Management, Credit Derivatives, Data Analysis, Derivatives, Equities, FX Options, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Fixed Income, Hedge Funds, Investment Banking, Investments, Risk Management, Structured Products, Trading Systems, Valuation
Education
City University of New York City College 1998 — 2002
Mizuho Securities USA Inc. October 2014 - Present
Bank of America June 2013 - October 2014
Morgan Stanley September 2007 - June 2013
UBS Wealth Management May 2006 - September 2007
UBS Investment Bank March 2005 - May 2006
JP Morgan March 2004 - March 2005
UBS September 1999 - September 2004
Prudential securities 1998 - 1999
Skills
Series 24, Derivatives, Java, Risk, Business Analysis, SDLC, Risk Management, Fixed Income, Visio, Vendor Management, Equities, Banking, Sybase, IT Management, Unix, Process Improvement, Vendor Relations, Customer Relations, Program Management, Portfolio Management, Process Engineering, Excel, SQL, Trading Systems, MS Project, SharePoint, PowerPoint, Word, SQL Server, Microsoft Office, Requirements Analysis, Capital Markets, Analysis, Problem Solving, J2EE, Software Project..., User Acceptance Testing, Disaster Recovery, Project Planning, Integration, Application Development, Business Requirements, Production Support, PMP, Market Data, Project Management, Software Development, Agile Methodologies, Financial Risk
Education
City University of New York-Brooklyn College
MA, BA, Economics
Citi January 2011 - Present
Citi January 2005 - May 2011
UBS January 2000 - December 2004
Skills
Mobile Devices, SDLC, Flex, Scrum, Objective-C, Java, Java Enterprise Edition, Spring, Agile Methodologies
Education
Stevens Institute of Technology 2002 — 2004
MIS, Management of Information Technlogy
City University of New York-Brooklyn College 1997 — 2000
BS, Computer Science
Fujitsu Technology Solutions November 2014 - Present
Chase Collegiate School August 2013 - July 2014
UBS February 2007 - December 2012
The Lorge School April 2001 - February 2007
Skills
C++, Project Management, Team Building, Staff Development, Microsoft Office, Public Speaking, Analysis, Troubleshooting, Data Analysis, Data Center, Fundraising, Program Management, Training, Team Leadership, System Administration
Education
City University of New York-Brooklyn College 1990 — 1995
bs, psychology
Touro College
UBS March 2015 - Present
Deutsche Bank September 2013 - March 2015
Goldman Sachs & Co. 1997 - 2013
Lewco Securities Corp 1992 - 1997
Credit Suisse 1990 - 1992
Logica 1988 - 1990
Moody's Investors Service 1985 - 1987
Skills
Trading Systems, Exchange Connectivity, Electronic Trading, Market Data, Order Management, Low Latency, SDLC, FIX, Project Management, Risk Management, Program Trading, Equity Trading, Routing, Trading, Equity Derivatives, Options, Capital Markets, Derivatives, Equities, Fixed Income, Middle Office, Market Making, Securities, Trading System
Education
City University of New York 1981 — 1985
ADP Dealer Services July 2005 - Present
UBS February 2004 - July 2005
Motorola Mobility January 2000 - November 2003
Comark July 1999 - October 1999
BP April 1999 - June 1999
ABC-Naco November 1998 - April 1999
PepsiCo May 1998 - November 1998
Lake County Court House February 1998 - May 1998
Skills
Troubleshooting, Networking, Software Installation, Windows Server, Microsoft Office, Active Directory, Network Administration, Computer Hardware, TCP/IP, Laptops, Customer Service, Windows 7, Software Documentation, SharePoint, Operating Systems, Access, Printers, VMware, SQL, Databases, Windows, Microsoft Excel, Outlook, Business Analysis, Management, Mac OS, SDLC, System Administration, Process Improvement, Exchange 2010/2007/2003, T-SQL, Microsoft Exchange, Cisco Call Manager, Hummingbird DM
Education
Chicago State University 1993 — 1997
UBS 1998 - Present
UBS Wealth Management January 2008 - December 2011
UBS Wealth Management March 2006 - December 2007
UBS Wealth Management March 2002 - February 2006
Bear Stearns January 1998 - July 1998
Wilco Systems, Inc July 1994 - December 1997
Skills
C/C++ STL, Informix 4GL, SQL, Unix Shell Scripting, C, Awk, Vi, Shell Scripting, Databases, Programming, Scripting, Unix, Sybase, Perl, Autosys, Testing, Data Warehousing, Database Design, Quality Assurance, Program Management, Trading Systems, Production Support, Oracle, Data Modeling, Solaris, Java Enterprise Edition, Equities, Fixed Income
Education
City University of New York City College 1988 — 1993
BSc, Computer Science
Cushman & Wakefield March 2013 - Present
Cushman & Wakefield September 2012 - March 2013
Cushman & Wakefield October 2009 - August 2012
Cushman & Wakefield, Inc. April 2001 - October 2009
UBS July 1989 - March 2001
Skills
Sustainability, Facilities Operations, Commercial Real Estate, Landlord, Energy Management, Procurement, HVAC, Building Automation, Energy Conservation, Change Management, Real Estate Transactions, Location Intelligence, Project Management, Strategic Planning, Investment Properties, Real Estate Economics, Portfolio Management, Team Building, Process Improvement, Project Planning, Building Management..., Strategy, Landlords, Energy Efficiency, Team Leadership, Feasibility Studies, Training, Facilities Management, Program Management, Management, Electricians, Energy, Data Center, Building Maintenance, Leadership, Risk Management, Corporate Real Estate, Cross-functional Team..., Business Development
Education
City University of New York-Brooklyn College 1977 — 1978
Engineering Technology
Farmingdale State College 1973 — 1975
Industrial Engineering
Servpro June 2010 - Present
Denver Burgess Financials November 2009 - May 2010
UBS April 1995 - 2009
Skills
ITIL, Customer Relations, Change Management, Business Analysis, Process Improvement, Project Coordination, Project Planning, Project Implementation, IT Service Management, Vendor Management, Customer Service, IT Management, IT Strategy, PMO, Service Delivery, Software Documentation, Project Delivery
Education
City University of New York-Brooklyn College 1992 — 1994
UOP
Sirius Computer Solutions February 2015 - Present
iQor September 2012 - February 2015
Computer Design & Integration, LLC 2011 - 2012
Drug Enforcement Administration May 2010 - May 2011
UBS June 2007 - May 2010
Reserve Funds 2006 - 2007
Ft. Monmouth 2006 - 2006
Sabre Systems Inc. 2002 - 2006
Ryan Community Health Network 2002 - 2002
Vitronics 2001 - 2001
Skills
Virtualization, vSphere, System Administration, Consolidation, Engineering, UCS, Digital Forensics, VMware, Disaster Recovery, VMware ESX, Active Directory, VMware Infrastructure, DNS, Business Continuity, Data Center, Servers, IT Operations, Windows 7, IT Management, Microsoft Technologies, VDI, Infrastructure, IIS, Network Administration, Virtual Server, Server Architecture, SAN
Education
Champlain College
Denver Group Corp September 2012 - Present
Denver Group Corp. November 2006 - 2012
UBS February 2000 - March 2001
Skills
Construction, Construction Management, Microsoft Office, Contract Management, Project Management, Contract Negotiation, Microsoft Excel, Customer Service, Project Planning, Contractors, AutoCAD, Budgets, Strategic Planning, New Business Development
Education
City University of New York 1992 — 1994
Guardian Life Insurance Company of America July 2015 - Present
Elsevier August 2014 - July 2015
Retirement Aspirations July 2008 - April 2013
UBS May 2007 - July 2008
Buck Consultants 1998 - 2007
Surnamer, Weissman and Company August 1997 - September 1998
Skills
Retirement, 401k, Investments, Portfolio Management, Pensions, Financial Modeling, Valuation, Retirement Planning, Financial Analysis, Finance, Employee Benefits, Defined Benefit, Bloomberg, Strategic Financial..., Investment Management, Equities, Data Analysis, FactSet, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Access, Mutual Funds, Asset Allocation, Asset Managment, Fixed Income, Investment Strategies, Investment Advisory, Wealth Management, Insurance, Defined Contribution, Equity Research, Securities, Financial Advisory, Financial Planners, Disability Insurance, Economics, Microsoft Word, Accounting, Asset Management
Education
Fordham University Gabelli School of Business 2010 — 2012
MBA, Finance
City University of New York City College 1995 — 1997
BA/MA, Economics
Cornell University 1990 — 1995
Electrical Engineering
Management Consulting September 2014 - Present
Moody's Investors Service February 2014 - August 2014
First Data Corporation December 2013 - February 2014
Citigroup July 2012 - December 2013
AIG April 2012 - June 2012
Medco March 2011 - March 2012
Standard & Poor's May 2010 - December 2010
Chartis Insurance (AIG Commercial Insurance) September 2008 - December 2009
UBS Financial Services October 2006 - September 2008
UBS July 1998 - October 2006
Skills
Operations Management, Six Sigma, PMP, Continuous Improvement, Business Process, Business Process..., Program Management, Metrics, Process Engineering, Process Improvement, Process Management, Operational Excellence, Process Mapping, Business Transformation, Management Consulting, Re-engineering, Project Portfolio..., Business Process Mapping, ITIL, Strategy, Business Intelligence, Business Process..., Enterprise Architecture, SDLC
Education
Villanova University 2005 — 2005
Six Sigma Black Belt
City University of New York-Hunter College 1992 — 1996
MA, Urban Planning
City University of New York City College 1988 — 1993
Architecture
New York Institute of Technology 1983 — 1987
BA, Archtecture
Gravitas Technology http://gravitastechnology.com/ October 2011 - Present
Colossal Services LLC November 2007 - Present
Deutsche Bank January 2008 - March 2011
UBS July 1997 - October 2007
UBS Investment Bank 1997 - 2007
Perot Systems 2001 - 2006
Education
Western Governors University 2011 — 2012
City University of New York 1994 — 1996
Neuberger Berman March 2006 - Present
Lehman Brothers 2006 - 2008
UBS 1999 - 2002
Goldman Sachs 1997 - 2001
Skills
Hedge Funds, Equities, Auditing, Finance, Fixed Income
Education
City University of New York 1992 — 1995
Bachelor of Arts (B.A.), economics
Natixis North America 2009 - 2013
Natixis North America 2001 - 2009
UBS January 1997 - May 2001
Martin Brokers 1996 - 1996
Brooklyn College 1995 - 1996
Skills
Microsoft Access, Microsoft Excel, Microsoft Word, Visual Basic, Visual FoxPro, Bloomberg, Intex Desktop, Collateral Analysis..., Standard & Poor’s LEVELS, Finance, Access, Securitization, Financial Modeling, Mortgage Lending, Financial Services, Capital Markets
Education
City University of New York-Brooklyn College 1991 — 1995
BS, Computer Science
Credit Suisse July 2011 - Present
Sagence September 2010 - July 2011
Textura Corporation March 2008 - September 2010
UBS July 2004 - March 2007
UBS July 2002 - July 2004
Credit Suisse First Boston June 1999 - July 2002
Skills
Reference Data, Asset Managment, Data Management, Dodd-Frank, Equities, Data Feeds, B2B, Management Consulting, IT Strategy, Strategic Planning, Business Development, Business Intelligence, Integration
Education
City University London 1996 — 1999
BSC, Business Economics
Franchise Business June 2008 - Present
UBS 2006 - December 2007
UBS Financial Services 1996 - 2007
PaineWebber/UBS 1996 - 2005
Chase 1989 - 1996
Prudential Securities 1987 - 1989
Education
City University of New York-Brooklyn College 1968 — 1973
AIG 2012 - Present
Bartech Workfoce Management March 2010 - November 2012
Allegis Group Services June 2009 - September 2010
Pfizer July 2008 - February 2009
JPMorgan Chase April 2008 - June 2008
UBS January 2008 - April 2008
Ensemble Chimes Global November 2007 - January 2008
Ensemble Chimes Global May 2006 - May 2007
Ensemble Chimes Global January 2006 - May 2006
Computer Horizons 2004 - 2005
Skills
Vendor Management, Strategic Planning
Education
Choate Rosemary Hall
Hamden Hall
American Capital October 2014 - Present
Morgan Stanley November 2013 - October 2014
Take-Two Interactive Software, Inc. January 2012 - November 2013
Capital Source Finance LLC July 2007 - January 2012
Time Warner 2006 - 2007
UBS 2005 - 2006
Morgan Stanley 2000 - 2005
Skills
Securities, Financial Services, Equities, Investments, 401k, Series 7, Mutual Funds, Mergers & Acquisitions, Series 63, Financial Analysis, Financial Reporting, Analysis, Strategic Financial..., Business Analysis, Due Diligence, Process Improvement
Education
City University of New York City College
Bachelor's degree, Pre-Law Studies
Merrill Lynch July 2012 - Present
UBS June 2007 - August 2011
UBS May 2005 - May 2007
Skills
Series 7, Series 66, Strategic Financial..., Uniform Combined State..., Equities, Bloomberg, Alternative Investments, Investment Strategies, Series 65, Hedge Funds, Financial Planning
Education
Christopher Newport University 2004 — 2007
Bachelor of Science (B.S.), Marketing
Kempsville High School 1996 — 2000
High School Diploma
UBS AG April 2014 - Present
UBS September 2013 - March 2014
Citi January 2012 - February 2013
Citi July 2008 - December 2011
Citi April 2006 - June 2008
Citi January 2003 - March 2006
Citi June 2001 - December 2002
Citi January 1998 - May 2001
Prolifics, a JYACC Company 1992 - 1998
- January 1972 - January 1992
Skills
Strategy, Business Continuity, Governance, Internal Audit, Project Portfolio..., Analysis, Quality Assurance, Information Security, Project Management, IT Audit, Business Process..., PMO, Program Management, Enterprise Risk..., Information Technology, IT Service Management, Process Improvement, Business Process, Metrics, CISA, User Acceptance Testing, Portfolio Management, Auditing, Mergers & Acquisitions, Quality Management, Change Management, Information Security..., SDLC, Analytics, Strategic Planning, Software Project..., Disaster Recovery, Business Strategy, Process Engineering, Testing, Enterprise Architecture, Reporting & Analysis, IT Strategy, IT Risk, IT Control, IT Governance, Compliance, Organization, ISACA, AML
Education
City University of New York 1982 — 1995
BS, Mathematics, Magna Cum Laude
RBC Capital Markets May 2010 - Present
UBS January 2001 - May 2010
Bankers Trust 1985 - 2000
Skills
PMO, Vendor Management, Project Portfolio..., Risk Management, Program Management, PMP, IT Strategy, Project Delivery, Project Management, Data Center, Disaster Recovery, Integration, Change Management, IT Management, IT Service Management
Education
City University of New York City College 1977 — 1979
MS, Electrical Engineering
City University of New York City College 1973 — 1977
BE, Electrical Engineering
Principal Financial Group July 2014 - Present
Principal Financial Group February 2014 - Present
Merrill Lynch December 2010 - February 2014
Edward Jones June 2009 - January 2011
UBS October 2006 - April 2009
Virtela Communications August 2004 - October 2007
BT Infonet December 1999 - September 2003
Infonet (purchased by BT Nov 2004) 1999 - 2003
Infonet Services Corporation 1999 - 2003
Skills
Sales, Business Process, Strategy, Mergers & Acquisitions, Start-ups, Finance, Executive Management, Business Development, Management, Leadership, CRM, Vendor Management, Telecommunications, Microsoft Excel, Insurance, Business Analysis, Sales Management, Business Strategy, New Business Development, Strategic Planning
Education
Chapman University 1996 — 1998
MBA, Business
Harvey Mudd College 1985 — 1987
BS, Engineering
Claremont McKenna College 1982 — 1987
Bachelor of Arts (B.A.), Management Engineering
UBS January 2005 - Present
Skills
CRM, Analysis, Leadership, Accounting, Hedge Funds, Training, Retirement Planning, Financial Structuring, Financial Services
Education
City University of New York-Brooklyn College 2005 — 2010
BS, Business Finance and Management, 3.1
UBS June 2015 - Present
Credit Suisse October 2006 - May 2015
Schering Plough 2004 - 2006
Schering Plough 2003 - 2004
JPMorgan Chase 1998 - 2001
AT&T 1997 - 1998
Skills
SDLC, Regression Testing, PL/SQL, Oracle, Business Analysis, Test Planning, Data Warehousing, Visio, User Acceptance Testing, Quality Assurance, Requirements Gathering, Vendor Management, Agile Methodologies, Sybase, Quality Center, Testing, Unix, Basel II, Test Strategy, Release Management, Fixed Income, FX Options, Test Automation, DB2, QTP, Software Documentation, SharePoint, Software Quality..., Requirements Analysis, SQL, Test Management, System Testing, Waterfall, Business Requirements, Software Project..., Databases, Manual Testing, Systems Analysis, HP Quality Center
Education
City University of New York City College 1992 — 1995
Engineer's Degree, Electrical Engineering
TPHS
TIAA-CREF June 2015 - Present
UBS Financial Services March 2012 - Present
UBS June 2014 - June 2015
UBS Investment Bank January 2010 - February 2012
P&O Nedlloyd 2003 - 2006
Skills
Financial Modeling
Education
City University London 1998 — 2001
UBS December 2000 - May 2008
Paine Webber October 1990 - December 2000
INFORMATION BUILDERS INC. March 1987 - October 1990
Skills
Oracle, Perl, PL/SQL, Unix Shell Scripting, XML, Software Development, Linux, Java, Sybase, Shell Scripting, Business Analysis, SQL, Trading Systems, Unix, Investment Banking
Education
City University of New York City College 1981 — 1986
BS, Computer Science
UBS November 2007 - Present
Banc of America Securities June 1998 - May 2007
Skills
Series 63, Equities, Series 7, Equity Trading, Securities, FINRA, Asset Managment, Fixed Income, Bloomberg, Middle Office, Options, Hedge Funds, Financial Risk, Trading, Banking, Derivatives, Capital Markets, Mutual Funds, Electronic Trading
Education
City University of New York 1990 — 1993
Grover Cleveland High School 1986 — 1990
Verizon April 2015 - Present
MarKommunications February 2011 - Present
New York Life January 2015 - April 2015
Wyndham Worldwide November 2012 - February 2013
Prudential August 2011 - March 2012
Montefiore August 2007 - February 2011
Verizon Communications 2007 - 2007
UBS 2005 - 2006
1199SEIU National Benefit Fund 2000 - 2005
Barnert Hospital 1989 - 2000
Skills
Internal Communications, Public Relations, Newsletters, Strategic Communications, Corporate Communications, Marketing Communications, Crisis Communications, Workshop Facilitation, Press Releases, Strategic Planning, Media Relations, Editing, Program Management, Copywriting, Publicity, Speech Writing, Web Content, Training, Employee Engagement, Publications, Content Management, Marketing Strategy, Marketing, Community Development, Content Strategy, Communications Planning, Writing, Copy Editing, Event Planning, Event Management, Content Development
Education
City University of New York
Master's degree
ZIP.IN March 2014 - Present
Astir IT Solutions November 2002 - Present
Barnes & Noble November 2013 - March 2014
UBS April 2012 - October 2013
Credit Suisse January 2012 - April 2012
ERCOT June 2008 - December 2011
Actualize Consulting for MBIA Armonk, NY May 2008 - June 2008
UBS March 2007 - March 2008
S&P NYC July 2006 - February 2007
Mitsui OSK Lines December 2004 - May 2006
Skills
Oracle PL/SQL, Informatica, Oracle Performance..., Datawarehousing..., OLTP DB Architecture, UNIX Shell Scripting, Core Java, Cognos, PL/SQL, Data Warehousing, Databases, SDLC, ETL, Database Design, Requirements Analysis, Oracle
Education
City University of New York City College 2003 — 2004
Master of Science (MS), Computer Science
Visvesvaraya Technological University
JPMorgan Chase December 2012 - Present
Quadriserv Inc November 2010 - December 2012
UBS April 2006 - November 2010
InterWorld February 2000 - April 2006
Education
City University of New York City College 1998 — 2000
MSC, Electrical Engineering
City University of New York City College 1995 — 1997
BSC, Electrical Engineering
UBS June 2015 - Present
Tzeon Inc May 2015 - Present
JP Morgan Chase & CO. June 1999 - May 2015
Verizon Enterprise Solutions Group June 1999 - December 2001
PricewaterhouseCoopers August 1997 - June 1999
USFI, Inc July 1993 - August 1997
PaineWebber March 1992 - July 1993
Skills
Citrix XenDesktop, Virtual Desktop..., Atlantis ILIO, Citrix Netscaler, Juniper SSLVPN, Cisco VPN, Windows Server, Citrix XenApp, Leostream, Cloud Computing, Disaster Recovery, Citrix, Citrix Metaframe, VMware ESX, Enterprise Architecture, Virtualization, System Deployment, IT Operations, ITIL, Helping Others Succeed, Business Analysis, IT Strategy, SDLC, IT Management, Data Center, Infrastructure
Education
City University of New York City College 1987 — 1992
Bachelor of Science, Comupter Science
AIG Royal Alliance March 2010 - Present
Morgan Stanley Investment Management November 2008 - March 2010
AIG Royal Alliance June 2005 - March 2008
UBS December 2004 - March 2005
Morgan Stanley April 2000 - August 2004
Skills
Series 7, 401k, Asset Management, FINRA, Financial Services, Investment Advisory, Mutual Funds, Retirement, Securities, Wealth Management, Equities, Accounting, IRAs, Outlook
Education
City University of New York City College 1991 — 1998
BA, Business Adminstration
Citibank July 2005 - Present
Citibank July 2005 - Present
UBS 1997 - 2005
First Chicago 1985 - 1997
Education
City University of New York-Brooklyn College
BA, Psychology/Sociology
UBS May 2015 - Present
Northpointe Personnel October 2014 - May 2015
UBS January 2013 - May 2014
UBS Wealth Management 2007 - January 2013
UBS 2004 - 2006
Skills
Financial Services, Finance, Wealth Management, Financial Modeling, Securities, Accounting, Corporate Finance, Project Management, Account Reconciliation, Due Diligence, General Ledger, SAP, Payroll, PeopleSoft, Accounts Payable, Business Objects, Financial Analysis, Analysis, Process Improvement
Education
City University of New York-Brooklyn College 1973 — 1979
BS, Finance
Stuyvesant 1971 — 1974
Stuyvesant 1971 — 1974
UBS July 2015 - Present
University of Pennsylvania September 2012 - May 2015
UBS Investment Bank May 2014 - August 2014
University of Pennsylvania May 2013 - September 2013
The School District of Philadelphia 2009 - May 2012
John J. Heldrich Center for Workforce Development January 2009 - May 2009
Kaplan Test Prep and Admissions 2007 - 2009
The Museum of Jewish Heritage: A Living Memorial to the Holocaust August 2008 - December 2008
NJ Office of Management and Budget May 2008 - August 2008
Democracy Matters September 2007 - May 2008
Skills
SPSS, Research, Public Policy, Statistics, Economics, Public Speaking, Policy Analysis, Editing, Teaching, Data Analysis, Program Development, Legal Writing, Legal Research, Legal Analysis, Stata, Writing, Community Outreach, PowerPoint, Qualitative Research, Word, Excel, Social Networking, Volunteer Management, Social Media, Proposal Writing, Analysis, Leadership, Government, Community Organizing, Fundraising, Critical Thinking, Tutoring, Politics, Microsoft Office, Grant Writing, Program Evaluation, Policy, Microsoft Word, Political Science, Staff Development, Higher Education, International Relations, Westlaw, Interviews, Grants, Budgets, Blogging, French, Student Affairs, Event Planning
Education
The University of Pennsylvania 2012 — 2015
JD/MBA, Law/Finance
Chestnut Hill College 2009 — 2010
Master of Education (MEd), Secondary Math Education
Rutgers University-New Brunswick 2007 — 2009
MPP, Public Policy
Rutgers University-New Brunswick 2004 — 2008
BA, Political Science/Philosophy
Classics Reborn LLC 2012 - 2014
McNamara Builders 2002 - 2012
UBS 1999 - 2002
Trade Winds, Inc. 1987 - 1999
Lebenthal & Co., Inc. 1983 - 1987
Skills
Process Scheduler, Facilities Management, Human Resources, Contract Management, Retail
Education
Fordham University 1984 — 1985
Economics, History
Parsons School of Design 1980 — 1982
Fashion
Vassar College 1978 — 1979
Choate Rosemary Hall 1975 — 1977
Montclair High School
Montclair High School
UBS June 1998 - February 2009
Charles Schwab Capital Markets 1998 - 2005
Schwab Capital Markets 1998 - 2005
Education
City University of New York-Brooklyn College 1993 — 1998
BS, IT
Forex Capital Markets - Institutional arm FXCMPro November 2010 - April 2014
City Index June 2009 - June 2010
City Index October 2008 - June 2009
City Index March 2007 - October 2008
Forex Capital Markets - Institutional arm FXCMPro March 2005 - March 2007
UBS 2000 - 2004
HSBC 1997 - 2000
Skills
Foreign Exchange, FX Options, Trading, Business Development, CRM, Options, Financial Services, Sales, Start-ups, Management, Liquidity, Team Building, FX Spot, Derivatives, Financial Markets, Traders, FX trading, E-commerce, Marketing Strategy, Business Strategy, Retail, FX Trading
Education
Chartered Institute of Marketing
CAM - Digital Marketing Diploma
University of Plymouth
Executive MBA, Management
Palmers Sixth Form
Maths, English, Psychology
Commerzbank AG January 2015 - Present
UBS August 2010 - January 2015
Merrill Lynch July 2006 - June 2009
Morgan Stanley 2004 - 2005
Prudential Financial 1998 - 2004
Wachovia Securities 1998 - 2004
Skills
Financial Risk, Securities, Investments, Mutual Funds, Capital Markets, Equities, Fixed Income, AML, Hedge Funds, Wealth Management, Alternative Investments, Financial Services, Derivatives, Asset Management, Investment Advisory, Investment Banking, Series 7, Private Equity, Portfolio Management, KYC, FINRA, Risk Management, Anti Money Laundering
Education
City University of New York 2006 — 2009
BS, Business
Greater NY Area June 2011 - Present
UBS June 2003 - June 2011
UBS Wealth Management 2003 - 2010
Tridex Users Group 2000 - 2010
Morgan Stanley 2002 - 2002
Themis 1996 - 2002
Pershing 1999 - 2001
IDUG 1997 - 2000
Bell Atlantic 1997 - 1999
Skills
DB2, IBM Mainframe, z/OS, Performance Tuning, Database Administration, SQL, Database Design, SQL Tuning
Education
City University of New York City College 1968 — 1972
BS, Computer Science
Stuyvesant HS 1965 — 1968
Fordham Law School August 2010 - Present
ASI System Integration November 2001 - Present
Purdue Pharma April 2010 - August 2010
UBS 2007 - 2010
Bear Stearns 2002 - 2005
Skills
A+ Certified, N+, Active Directory, Help Desk Support, Windows Server, Windows 7, Printers, Computer Hardware, Windows, Troubleshooting, XP, HDI Desktop Support..., Technical Support, Software Installation, Servers, Dell Computers, Laptops, Software Documentation, Norton Ghost, Hardware, HP, Blackberry, IT Service Management, Hardware Support, Citrix, Microsoft Exchange, VMware, DHCP, BMC Remedy, Wireless Networking, Remote Desktop, Microsoft Certified..., System Deployment, Routers, LAN-WAN, Windows Vista, DNS, VPN, Windows XP Pro, Desktop Computers, CompTIA A+ Certification, Operating Systems, Networking, Computer Repair, Network+, Windows XP, RSA Ace Server, iPhone Support, Computer Hardware..., Switches
Education
City University of New York 1999 — 2002
Per Scholas 2001 — 2001
Angeles Custodios
Tourism and Hospitality Certificate
Sagrado Corazon de Jesus
UBS 2011 - 2012
AXA Equitable Life Insurance Company 2006 - 2009
Deutsche Bank September 2001 - March 2006
Deutsche Bank March 1999 - September 2001
DMR Consulting Group February 1997 - February 1999
American Express September 1996 - February 1997
Skills
Business Analysis, Vendor Management, Visio, SDLC, Project Management
Education
College of Staten Island 2010 — 2012
Associate in Computer Science, Computer Science
Cheonggang Academy
Associate Degree; Diploma, Computer Science; Information and System Management
Weichert Realtors May 2013 - Present
UBS July 2001 - September 2011
Citi, Travelers, Smith Barney, Salomon Brothers September 1980 - June 1998
Skills
Leadership
Education
City University of New York-Brooklyn College 1973 — 1977
BS, Computer Science, Cum Laude
Merrill Lynch / Collabera September 2012 - Present
Merrill Lynch / Collabera September 2012 - Present
PSG of Mercer County June 2009 - September 2012
UBS May 2005 - 2009
State Street Bank/Deutsche Bank/ Formerly Bankers Trust 1999 - 2004
Bankers Trust Company 1980 - 1999
Skills
Scope Management, Change Management, MS Project, Requirements Management, Risk Management, Problem Solving, Integration, Project Planning, Procedure Development, Business Process..., Project Implementation, Quality Management, Compliance, Operations Management, PMO, MS PowerPoint, Access, MS Excel, MS Visio, Vendor Management, Process Engineering, Project Management, Visio, Mergers & Acquisitions, CRM, Relationship Management, Financial Risk, Microsoft Excel, Business Analysis, Financial Analysis, Banking, SDLC, Analysis
Education
Keller Graduate School of Management of DeVry University
MBA, Project Mgmt
City University of New York-Brooklyn College
BS, Accounting
Villanova University
Six Sigma Green Belt Certificate
Massimo & Panetta, P.C. April 2010 - Present
Schroder & Strom, LLP September 2005 - October 2009
Meyer, Suozzi, English & Klein April 2002 - September 2005
UBS October 1995 - May 2001
Kings County District Attorneys Office 1992 - 1995
Skills
Tax Certiorari, Criminal Defense Lawyer, Courts, Litigation, Contract Negotiation, Microsoft Excel, Customer Service, Employment Law, Public Speaking, Organizational..., Commercial Litigation, Corporate Law, Mergers, Social Media, Corporate Governance, Tax, Guardianship, Fundraising, Microsoft Office, Legal Research, Civil Litigation, Mutual Funds, Arbitration, Elder Law, Criminal Law, Legal Writing, Securities, Mergers & Acquisitions, Intellectual Property, Property Tax, Estate Planning, Real Estate, Appeals, Trusts, Dispute Resolution, Mediation, Westlaw, Hearings, Insurance, Litigation Support, Traffic Violations, Wills, Trials, Trial Practice, Drunk Driving, Bankruptcy, Privacy Law, Medical Malpractice, Real Property, Securities Regulation
Education
New York Law School 1988 — 1991
J.D., Law
City University of New York-Brooklyn College 1984 — 1988
BS, Computer Science
Barclays Bank June 2010 - Present
FXCM August 2009 - June 2010
UBS April 2005 - December 2007
SterlingBackcheck February 2002 - December 2004
Petroleum Pricing Exchange (PEPEX) L.L.C December 2000 - June 2001
TAMS Consultants January 2000 - December 2000
Education
City University of New York-Brooklyn College 1995 — 1999
Bachelor's Degree, Computer Science
Moscow State University of Economics, Statistics and Informatics (MESI) 1992 — 1994
Statistics
UBS May 2015 - Present
Deutsche Bank September 2013 - November 2014
Bank of America August 2012 - April 2013
Bank of America December 2010 - February 2012
JPMorgan Chase March 2010 - October 2010
UBS Investment Bank July 2000 - November 2009
Skills
Solaris, Red Hat Linux, Veritas Volume Manager, Veritas Cluster Server, Unix Shell Scripting, VMware, Unix, Virtualization, Disaster Recovery, Servers
Education
City University of New York City College
Bachelor of Science (B.S.), Computer Science
Ernst & Young December 2011 - Present
Family Support Organization February 2011 - July 2011
EERITIZ MINISPHERE April 2009 - February 2011
UBS September 1995 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
City University of New York City College
Computer Science
MAT Holdings, Inc. October 2010 - Present
UBS June 2010 - August 2010
Skills
SAP, SPSS, Microsoft Office, Finance, Financial Analysis, Forecasting, Analysis, Financial Reporting, Research, Operations Management, Portfolio Management, Microsoft Excel, Strategic Financial...
Education
Southern New Hampshire University 2008 — 2010
Master, Finance
University of Bedfordshire 2007 — 2008
Bachelor, Advertising and Marketing Communication
China Agricultural University 2005 — 2007
Bachelor, Advertising and Marketing Communication
Middle 44
Orange County Business Journal November 2013 - Present
Orange County Business Journal January 2012 - January 2014
Los Angeles Business Journal July 2011 - November 2011
Chase March 2011 - June 2011
Boy Scouts of America June 2008 - August 2009
UBS March 2008 - July 2009
Camp Emerald Bay 2007 - 2009
Skills
Social Media, Public Relations, Strategic Planning, Marketing Strategy, Advertising, Advertising Sales, New Business Development, Sales, Leadership, Marketing, Event Management, Social Media Marketing, Social Networking, Event Planning, Analysis, B2B, Management, Corporate Communications, Team Building, Market Research, Customer Service, Online Advertising, Marketing Communications, Public Speaking, Customer Satisfaction, Email Marketing, Facebook, Business Development
Education
Chapman University, The George L. Argyros School of Business and Economics 2012 — 2014
Master of Business Administration (MBA)
California State University Channel Islands 2007 — 2011
Business, Business, Economics, Management, Enviroment
University of Bradford 2009 — 2010
Bachelor's degree, Study Abroad
Bridgewater Associates October 2013 - Present
UBS Investment Bank June 2012 - October 2013
UBS July 2011 - June 2012
UBS Investment Bank March 2010 - July 2011
UBS Investment Bank February 2009 - March 2010
UBS Investment Bank May 2007 - February 2009
UBS Investment Bank May 2006 - May 2007
Skills
Investment Banking, Equities, Fixed Income, Capital Markets, Stakeholder Management, Business Analysis, Change Management, Risk Management, Middle Office, Financial Risk, PMO, Securities, Trading Systems, Operational Risk, Strategy, Trading, Financial Modeling, Business Transformation
Education
City University (GB) 1999 — 2001
Post Graduate Diploma, Business Systems Analysis and Design
University of Buckingham 1994 — 1996
Llb, Law
Wellington College
Conversant, Inc. January 2015 - Present
National Real Estate Solutions October 2014 - December 2014
Dignified Transition Solutions, LLC July 2011 - July 2014
Amateur Baseball Development Group May 2011 - May 2013
UBS May 2010 - August 2010
Skills
Advertising, Marketing Communications, Social Media Marketing, Direct Marketing, Online Advertising, Marketing Strategy, Email Marketing, Marketing, Social Media, Business Analysis, Business Performance..., Business Relationship..., Operations Management, CRM, Customer Service, Public Speaking, Sales, Salesforce.com
Education
Chapman University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Deloitte October 2013 - Present
UBS April 2012 - May 2013
Skills
Financial Modeling, Microsoft Office, Excel, Word, Bloomberg, Microsoft Word, Morningstar, Microsoft Excel, PowerPoint, Management, Finance, Financial Analysis, Financial Reporting, Valuation, DCF, Wealth Management
Education
University of Miami - School of Business 2011 — 2013
MBA, Finance, M&A, Management
Charleston Southern University 2009 — 2011
Bachelor of Science in Business Administration, Finance
JPMorgan Chase September 2011 - November 2012
Champion Learning Center February 2010 - February 2012
US Dept. of Commerce April 2009 - June 2010
HSBC September 2007 - January 2008
Deutsche Bank March 2007 - August 2007
UBS 2005 - 2006
JP Morgan Chase June 1987 - September 2005
JPMorgan Chase June 1973 - September 2005
Skills
Derivatives, Financial Services, Lending Operations, Eurocurrency, Electronic Funds..., Foreclosure Resolution, Operations Management, Medical Billing and..., Leadership Management, Coaching Baseball, Loans, Investments, Credit Derivatives, Training, Interest Rate...
Education
Kingsborough Community College 2004 — 2004
Certified Medical Biller and Coder
City University of New York-Brooklyn College 1970 — 1977
BA, Economics
Citi December 2014 - Present
Ubs 2000 - June 2008
Depository trust company March 1987 - June 2000
Skills
Asset Management, Back Office, Bloomberg, Corporate Actions, Derivatives, Equities, Financial Analysis, Financial Services, Fixed Income, Investment Banking, Microsoft Excel, Microsoft Word, Securities, Risk Management, Middle Office, Capital Markets
Education
Brooklyn College
UBS April 2005 - Present
Morgan Stanley January 2000 - March 2005
Skills
Marketing Strategy, Product Development, Writing, Public Relations, Public Speaking, Publications, Radio Broadcasting, Market Research, Project Management, Regulatory Requirements, Technology Management, Intellectual Capital, Media Relations, Digital Media
Education
UC Santa Barbara 1995 — 1999
Bachelor's degree, Economics
Choate Rosemary Hall 1991 — 1995
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management July 2010 - Present
UBS June 2009 - August 2009
Island Def Jam Music Group January 2009 - May 2009
Education
Brooklyn College 2006 — 2010
Bachelor of Science (BS), Finance, General
N/A May 2015 - Present
UBS Wealth Management May 2012 - May 2015
UBS Wealth Management June 2009 - May 2012
UBS January 2009 - May 2009
Merrill Lynch June 1972 - January 2009
Skills
Series 7, Series 63, Series 65, Series 4, Series 12, Series 24, Series 53, Series 3
Education
UC Berkeley 1971 — 1972
City College of San Francisco
Market Data Services Limited (MDSL) June 2013 - Present
Cantor Fitzgerald April 2007 - March 2012
Pfizer February 2005 - April 2007
Merrill Lynch September 2004 - January 2005
Credit Suisse October 2003 - June 2004
UBS January 1999 - September 2003
IPC Systems February 1998 - July 1998
Verizon January 1985 - September 1997
Skills
Access, Microsoft Excel, Microsoft Word, Ebuy, Computron, Hyperion Pillar, Hyperion Essbase, Cognos, Expense Data Warehouse, Oracle Accounting System, CashPro Online, MDSL, PowerPoint
Education
City University of New York City College
BEE, Electrical Engineering
Polytechnic Institute of New York
MS Management, Business Administration
UBS November 1999 - Present
Prudential Securities February 1992 - November 1999
Education
City University of New York-Brooklyn College
Bachelor's degree, Accounting
AB December 2013 - Present
Teradata May 2012 - June 2013
UBS September 2010 - September 2011
Credit Suisse March 2009 - May 2010
Citi June 2008 - December 2008
Credit Suisse April 2007 - March 2008
JPMorgan Chase March 2001 - March 2007
Nomura October 1999 - June 2000
Lehman Brothers 2000 - 2000
Bankers Trust + Alex Brown & Sons (-> Deutsche Bank) August 1998 - October 1999
Skills
Project Management, Databases, Sybase, Data Warehousing, Unix Shell Scripting, Gloss, Production Managment, Credit Risk, Performance Management, Fixed Income, Banking, Trading, Big Data, Analysis, SDLC, Shell Scripting, Business Analysis, Integration
Education
City University London
MS Information Engineering, Control Systems
The Maharaja Sayajirao University of Baroda
Master's degree, Physics
The Maharaja Sayajirao University of Baroda
Bachelor's degree, Physics
Financial Firm November 2012 - Present
TechTino 2012 - 2013
UBS 2000 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Social Networking, Strategic Planning, Event Planning
Education
Autonoma de Guadalajara Jalisco Mexico
Medicine
Chabot College
UBS January 2009 - Present
Merrill Lynch September 1984 - January 2009
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1976 — 1979
JD
Purdue University 1971 — 1975
Bachelor of Science (B.S.), Industrial Management
Prudential Financial September 2005 - Present
Cozen O'Connor 2004 - 2005
JPMorgan Chase 2003 - 2004
American Capital Access Service Corporation 2001 - 2003
UBS 1998 - 2001
The MONY Group 1995 - 1998
Sills Cummis & Gross P.C. 1994 - 1995
Cullen and Dykman LLP 1993 - 1994
Skills
Providing counsel to..., Securities Regulation, Insurance Law, Investments, FINRA, Mutual Funds, Financial Services, Securities, Insurance, Corporate Law, Corporate Governance, Risk Management, Due Diligence, Estate Planning, Finance
Education
Saint John's University 1991 — 1993
Juris Doctor (J.D.), Cum Laude
Brooklyn College 1982 — 1986
Bachelor of Science (B.S.), Accounting, Cum Laude
Indiepay, LLC September 2014 - November 2014
UBS January 2014 - July 2014
Cablevision Optimum On Line January 2011 - January 2013
Bill Me Later/ PayPal/eBay Inc January 2009 - January 2011
Skills
Customer Service, Help Desk Support, Windows 7, Windows XP, Microsoft Office, Microsoft Exchange, Apple Software, JIRA, BMC Remedy Ticketing..., Cisco Technologies, Android, PeopleSoft
Education
Cheyney University of Pennsylvania 2005 — 2009
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Coppin State University 2004 — 2005
UBS August 2005 - Present
Education
Charleston Southern University
Bachelor of Science (BS), Business Administration and Management, General