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
Yuxiao Yang Yuxiao Yang's UBS Experience January 2013 - June 2013
Job Director of Finance at DoubleTree by Hilton
Industry Financial Services
Experience
DoubleTree by Hilton June 2014 - Present
California Benefit Planners January 2014 - June 2014
UBS January 2013 - June 2013
Merrill Lynch June 2011 - August 2011
China Merchants Bank August 2008 - November 2008
Skills
•In depth knowledge of..., •Superior..., •Proven experience in..., •FRM(Financial risk..., Mutual Funds, Investments, Mortgage Lending, Financial Analysis, Finance, Accounting, Budgets, Equities, Strategic Financial..., Portfolio Management, Financial Modeling, Corporate Finance, Valuation, Financial Planning, Microsoft Excel
Education
Clark University 2010 — 2012
MSF, Finance, General
York University 2008 — 2009
Finance, General
DoubleTree by Hilton June 2014 - Present
California Benefit Planners January 2014 - June 2014
UBS January 2013 - June 2013
Merrill Lynch June 2011 - August 2011
China Merchants Bank August 2008 - November 2008
Skills
•In depth knowledge of..., •Superior..., •Proven experience in..., •FRM(Financial risk..., Mutual Funds, Investments, Mortgage Lending, Financial Analysis, Finance, Accounting, Budgets, Equities, Strategic Financial..., Portfolio Management, Financial Modeling, Corporate Finance, Valuation, Financial Planning, Microsoft Excel
Education
Clark University 2010 — 2012
MSF, Finance, General
York University 2008 — 2009
Finance, General
Peter Lusinski, MBA Peter Lusinski, MBA's UBS Experience June 2007 - April 2013
Job Control Officer Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase & Co. November 2013 - December 2014
PerksCard April 2013 - June 2013
UBS June 2007 - April 2013
Skills
MS Word, MS Outlook, MS Excel, MS Powerpoint, SAP, Optima, Auditing, Leadership, Project Planning, PowerPoint, Economics, Public Speaking, Invoicing, PeopleSoft, Finance, Customer Service, Banking, Financial Accounting, Event Planning, Strategic Planning, Healthcare, Community Outreach, Contract Negotiation, Negotiation, Process Improvement, Bloomberg, Research, Nonprofits, Accounting, Internal Controls, Retail, QuickBooks, Data Analysis, Analysis, Event Management, Visio, Account Reconciliation, Lotus Notes, Internal Audit, Microsoft Word, Project Management, Financial Analysis, Vendor Management, Access, Staff Development, Leadership Development, Training, Team Leadership, Investments, Microsoft Excel
Education
Adelphi University, Robert Willumstad School of Business
Master of Business Administration (MBA), Finance
Hunter College
Bachelor of Arts (B.A.), Political Science and Government
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase & Co. November 2013 - December 2014
PerksCard April 2013 - June 2013
UBS June 2007 - April 2013
Skills
MS Word, MS Outlook, MS Excel, MS Powerpoint, SAP, Optima, Auditing, Leadership, Project Planning, PowerPoint, Economics, Public Speaking, Invoicing, PeopleSoft, Finance, Customer Service, Banking, Financial Accounting, Event Planning, Strategic Planning, Healthcare, Community Outreach, Contract Negotiation, Negotiation, Process Improvement, Bloomberg, Research, Nonprofits, Accounting, Internal Controls, Retail, QuickBooks, Data Analysis, Analysis, Event Management, Visio, Account Reconciliation, Lotus Notes, Internal Audit, Microsoft Word, Project Management, Financial Analysis, Vendor Management, Access, Staff Development, Leadership Development, Training, Team Leadership, Investments, Microsoft Excel
Education
Adelphi University, Robert Willumstad School of Business
Master of Business Administration (MBA), Finance
Hunter College
Bachelor of Arts (B.A.), Political Science and Government
Vincent Feliu Vincent Feliu's UBS Experience July 2001 - January 2002
Job Database Associate at Tokio Marine Management, Inc.
Industry Insurance
Experience
Tokio Marine Management, Inc. October 2011 - Present
Various Firms March 2009 - October 2011
AllianceBernstein July 2005 - March 2009
UBS July 2001 - January 2002
Skills
Data Entry, Microsoft Word, Microsoft Excel, Internet Explorer, Outlook, Filing, Customer Service, Research, Access, Databases, Insurance
Education
City University of New York-Herbert H. Lehman College 1996 — 2001
Bachelor of Science (BS), Business Administration, Management and Operations
Tokio Marine Management, Inc. October 2011 - Present
Various Firms March 2009 - October 2011
AllianceBernstein July 2005 - March 2009
UBS July 2001 - January 2002
Skills
Data Entry, Microsoft Word, Microsoft Excel, Internet Explorer, Outlook, Filing, Customer Service, Research, Access, Databases, Insurance
Education
City University of New York-Herbert H. Lehman College 1996 — 2001
Bachelor of Science (BS), Business Administration, Management and Operations
Jonathan Telgener Jonathan Telgener's UBS Experience June 2009 - August 2009
Job Research Analyst at Point 72 Asset Management
Industry Financial Services
Experience
Point 72 Asset Management May 2014 - Present
SAC Capital March 2013 - April 2014
SAC Capital June 2010 - March 2013
UBS June 2009 - August 2009
Bankrate, Inc. June 2008 - August 2008
Education
Clemson University 2006 — 2010
B.S., Financial Management and Accounting
Point 72 Asset Management May 2014 - Present
SAC Capital March 2013 - April 2014
SAC Capital June 2010 - March 2013
UBS June 2009 - August 2009
Bankrate, Inc. June 2008 - August 2008
Education
Clemson University 2006 — 2010
B.S., Financial Management and Accounting
Marlo Micayabas Marlo Micayabas's UBS Experience April 2000 - September 2011
Job Software Developer (Consultant) at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
MUFG Union Bank October 2011 - April 2015
UBS April 2000 - September 2011
Skills
Java, Unix, Web Applications, Banking, CMS, Databases, SQL, Software Development, XML
Education
City University of New York-Herbert H. Lehman College 1990 — 1993
Bachelor of Science (B.S.), Computer Science
Citi April 2015 - Present
MUFG Union Bank October 2011 - April 2015
UBS April 2000 - September 2011
Skills
Java, Unix, Web Applications, Banking, CMS, Databases, SQL, Software Development, XML
Education
City University of New York-Herbert H. Lehman College 1990 — 1993
Bachelor of Science (B.S.), Computer Science
Chris Duffey Chris Duffey's UBS Experience February 2005 - March 2010
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2010 - Present
UBS February 2005 - March 2010
Morgan Stanley Smith Barney January 1988 - February 2005
Education
Clemson University 1983 — 1988
Financial Managemant, Finance and Financial Management Services
Wells Fargo Advisors, LLC April 2010 - Present
UBS February 2005 - March 2010
Morgan Stanley Smith Barney January 1988 - February 2005
Education
Clemson University 1983 — 1988
Financial Managemant, Finance and Financial Management Services
Evelyn Beato Evelyn Beato's UBS Experience July 2002 - Present
Job Associate Director, Team Coordinator Relationship Mgmt Team
Industry Financial Services
Experience
UBS July 2002 - Present
Skills
Fixed Income, Series 7, Equities, Investment Banking, Hedge Funds
Education
Hunter College
UBS July 2002 - Present
Skills
Fixed Income, Series 7, Equities, Investment Banking, Hedge Funds
Education
Hunter College
Emily Hashimoto Emily Hashimoto's UBS Experience September 2006 - September 2007
Job VP Project Finance & Infrastructure Banking
Industry Investment Banking
Experience
BMO Capital Markets February 2011 - Present
RBC Capital Markets January 2010 - February 2011
Shattuck Hammond Partners July 2008 - August 2009
Morgan Stanley September 2007 - June 2008
UBS September 2006 - September 2007
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Bloomberg, Financial Analysis, Series 7, Due Diligence, Banking, Project Finance, Private Equity, Structured Finance, Financial Structuring, Infrastructure
Education
Claremont McKenna College 2002 — 2006
BA
BMO Capital Markets February 2011 - Present
RBC Capital Markets January 2010 - February 2011
Shattuck Hammond Partners July 2008 - August 2009
Morgan Stanley September 2007 - June 2008
UBS September 2006 - September 2007
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Bloomberg, Financial Analysis, Series 7, Due Diligence, Banking, Project Finance, Private Equity, Structured Finance, Financial Structuring, Infrastructure
Education
Claremont McKenna College 2002 — 2006
BA
Elisa Gould-Lucht Elisa Gould-Lucht's UBS Experience March 2010 - May 2010
Job Account Manager at Ferebee Lane + Co.
Industry Marketing and Advertising
Experience
Ferebee Lane + Co. May 2014 - Present
Techtronic Industries March 2014 - Present
Techtronic Industries December 2013 - Present
Aunt Fannie's FlyPunch! January 2014 - February 2014
Putnam Investments December 2012 - October 2013
Putnam Investments April 2011 - November 2012
Putnam Investments September 2010 - March 2011
UBS March 2010 - May 2010
John Carroll University Rowing May 2007 - May 2010
Skills
Account Management, Social Media Marketing, Territory Management, Multi-channel Campaign..., Event Management, Salesforce.com, LinkedIn, Sales Presentations, Fundraising, Advertising, Solution Selling, HTML
Education
John Carroll University 2006 — 2010
Bachelor of Arts (BA), Double Major: Economics & Political Science, Minor: German
Universitat Salzburg 2008 — 2008
German
Hempfield High School 2002 — 2006
Clemson University
Clemson University
Clemson University
Ferebee Lane + Co. May 2014 - Present
Techtronic Industries March 2014 - Present
Techtronic Industries December 2013 - Present
Aunt Fannie's FlyPunch! January 2014 - February 2014
Putnam Investments December 2012 - October 2013
Putnam Investments April 2011 - November 2012
Putnam Investments September 2010 - March 2011
UBS March 2010 - May 2010
John Carroll University Rowing May 2007 - May 2010
Skills
Account Management, Social Media Marketing, Territory Management, Multi-channel Campaign..., Event Management, Salesforce.com, LinkedIn, Sales Presentations, Fundraising, Advertising, Solution Selling, HTML
Education
John Carroll University 2006 — 2010
Bachelor of Arts (BA), Double Major: Economics & Political Science, Minor: German
Universitat Salzburg 2008 — 2008
German
Hempfield High School 2002 — 2006
Clemson University
Clemson University
Clemson University
Dafina Lovelace Dafina Lovelace's UBS Experience 2000 - 2004
Job ExecutiveLevel Leader | Global Business Solutions | Program Management | Marketing Strategy
Industry Medical Devices
Experience
Danaher Corporation 2014 - Present
GRODT Investment Club 2011 - Present
Danaher 2012 - 2014
Danaher 2010 - 2014
Danaher 2011 - 2013
Danaher 2011 - 2012
Merrill Lynch 2004 - 2008
UBS 2000 - 2004
silive.com 1998 - 2000
Skills
Customer Service, Competitive Analysis, Cross-functional Team..., Outbound Marketing, Inbound Marketing, Marketing Strategy, Marketing Communications, Editorial, Kaizen Leadership, Business Strategy, Information Technology, Social Media Marketing, Volunteering, Project Management, Lean Thinking, Process Improvement, Management, Integration, Leadership, Analysis, Product Management, IT Strategy, Strategy, Strategic Planning, Program Management, Business Analysis, Business Process..., Product Development, CRM, Marketing
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, General Management, Marketing, Entreprenuership
City University of New York-College of Staten Island 1995 — 2000
Bachelor's Degree, Computer Science
Danaher Corporation 2014 - Present
GRODT Investment Club 2011 - Present
Danaher 2012 - 2014
Danaher 2010 - 2014
Danaher 2011 - 2013
Danaher 2011 - 2012
Merrill Lynch 2004 - 2008
UBS 2000 - 2004
silive.com 1998 - 2000
Skills
Customer Service, Competitive Analysis, Cross-functional Team..., Outbound Marketing, Inbound Marketing, Marketing Strategy, Marketing Communications, Editorial, Kaizen Leadership, Business Strategy, Information Technology, Social Media Marketing, Volunteering, Project Management, Lean Thinking, Process Improvement, Management, Integration, Leadership, Analysis, Product Management, IT Strategy, Strategy, Strategic Planning, Program Management, Business Analysis, Business Process..., Product Development, CRM, Marketing
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, General Management, Marketing, Entreprenuership
City University of New York-College of Staten Island 1995 — 2000
Bachelor's Degree, Computer Science
Catalina L. Bazan Catalina L. Bazan's UBS Experience June 2004 - December 2004
Job Spanish Translator and Marketing at Ambrogio, Pletter & Assoc. LLC
Industry Real Estate
Experience
Ambrogio, Pletter & Assoc. LLC September 2013 - Present
Berkshire Hathaway October 2012 - Present
Attorney Abram Heisler April 2012 - June 2013
People's United Bank February 2010 - April 2012
At home with my new baby April 2009 - January 2010
Kids U August 2008 - May 2009
RSL Consultant January 2008 - August 2008
AXA Equitable February 2005 - February 2006
UBS June 2004 - December 2004
Skills
Management, Customer Service, Portfolio Management, Accounting, Program Management, Research, Mergers & Acquisitions, Equities, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Outlook, Trading, Banking, Finance, Event Planning, Project Management, Process Improvement
Education
Mercy College 2006 — 2008
Master of Science (MS), Usability and Design on the Web
City University of New York-Hunter College 2000 — 2004
BA, Economics
Ambrogio, Pletter & Assoc. LLC September 2013 - Present
Berkshire Hathaway October 2012 - Present
Attorney Abram Heisler April 2012 - June 2013
People's United Bank February 2010 - April 2012
At home with my new baby April 2009 - January 2010
Kids U August 2008 - May 2009
RSL Consultant January 2008 - August 2008
AXA Equitable February 2005 - February 2006
UBS June 2004 - December 2004
Skills
Management, Customer Service, Portfolio Management, Accounting, Program Management, Research, Mergers & Acquisitions, Equities, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Outlook, Trading, Banking, Finance, Event Planning, Project Management, Process Improvement
Education
Mercy College 2006 — 2008
Master of Science (MS), Usability and Design on the Web
City University of New York-Hunter College 2000 — 2004
BA, Economics
Denise Peppas Denise Peppas's UBS Experience January 1996 - December 1998
Job Executive Assistant to Lewis B. Cullman
Industry Executive Office
Experience
Lewis B. Cullman January 2001 - Present
UBS January 1996 - December 1998
Skills
Technical Support, Management, Event Planning, Customer Service, Databases, Access, Time Management, Administrative..., Outlook, Program Development, Administration, Event Management, Microsoft Excel, Social Media
Education
City University of New York-Hunter College 1985 — 1987
Communications
Lewis B. Cullman January 2001 - Present
UBS January 1996 - December 1998
Skills
Technical Support, Management, Event Planning, Customer Service, Databases, Access, Time Management, Administrative..., Outlook, Program Development, Administration, Event Management, Microsoft Excel, Social Media
Education
City University of New York-Hunter College 1985 — 1987
Communications
Ken Tilton Ken Tilton's UBS Experience 1987 - 1994
Job Owner and developer at TiltonTec
Industry E-Learning
Experience
TiltonTec September 2013 - Present
TiltonTec October 2010 - Present
Managed Care of North America August 2013 - June 2014
MCNA October 2010 - August 2013
Franz Inc 2010 - 2010
CliniSys 1997 - 2002
Union Bank of Switzerland (UBS) 1990 - 1997
UBS 1987 - 1994
Skills
Common Lisp, Software Development, Unix, Lisp, Agile Methodologies, JavaScript, Java, Clojure, XML, SQL, Artificial Intelligence, Emacs, Software Project..., Algorithms, Databases, Git, Web Applications, Open Source, PostgreSQL, OOP, Web Development, Software Design, C
Education
University of New Hampshire 1975 — 1976
Master's degree, Education
Clark University 1970 — 1974
BA, Economics
TiltonTec September 2013 - Present
TiltonTec October 2010 - Present
Managed Care of North America August 2013 - June 2014
MCNA October 2010 - August 2013
Franz Inc 2010 - 2010
CliniSys 1997 - 2002
Union Bank of Switzerland (UBS) 1990 - 1997
UBS 1987 - 1994
Skills
Common Lisp, Software Development, Unix, Lisp, Agile Methodologies, JavaScript, Java, Clojure, XML, SQL, Artificial Intelligence, Emacs, Software Project..., Algorithms, Databases, Git, Web Applications, Open Source, PostgreSQL, OOP, Web Development, Software Design, C
Education
University of New Hampshire 1975 — 1976
Master's degree, Education
Clark University 1970 — 1974
BA, Economics
Walter Niemczura, CFP® Walter Niemczura, CFP®'s UBS Experience January 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
UBS January 2011 - Present
Clayton Holdings May 2005 - July 2006
NISYS September 1997 - May 2005
Theoris August 1992 - September 1997
KPMG Peat Marwick July 1984 - July 1992
KPMG Consulting 1984 - 1992
Skills
Management, Leadership, Strategic Planning, Consulting, Business Analysis, Process Improvement, Vendor Management, Finance, Strategy, Project Management
Education
Cleveland State University 1983 — 1984
The Ohio State University 1977 — 1981
BS, Accounting
UBS January 2011 - Present
Clayton Holdings May 2005 - July 2006
NISYS September 1997 - May 2005
Theoris August 1992 - September 1997
KPMG Peat Marwick July 1984 - July 1992
KPMG Consulting 1984 - 1992
Skills
Management, Leadership, Strategic Planning, Consulting, Business Analysis, Process Improvement, Vendor Management, Finance, Strategy, Project Management
Education
Cleveland State University 1983 — 1984
The Ohio State University 1977 — 1981
BS, Accounting
Thomas Cometa Thomas Cometa's UBS Experience October 2008 - Present
Job Vice PresidentWealth Management, Wealth Advisor at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS October 2008 - Present
Morgan Stanley August 2000 - October 2008
Skills
Wealth Management, Financial Planning, Retirement Planning, Investment Advisory, Asset Management
Education
Clark University 1984 — 1988
Bachelor's degree, Philosophy
Hunter College
Master of Science (MS), Special Education and Teaching
UBS October 2008 - Present
Morgan Stanley August 2000 - October 2008
Skills
Wealth Management, Financial Planning, Retirement Planning, Investment Advisory, Asset Management
Education
Clark University 1984 — 1988
Bachelor's degree, Philosophy
Hunter College
Master of Science (MS), Special Education and Teaching
Eric Nova Eric Nova's UBS Experience June 2014 - Present
Job Student at Clarkson University
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
UBS June 2014 - Present
380 Lacrosse Club May 2011 - Present
The Launch Girls Lacrosse Showcase July 2014 - September 2014
Skills
Microsoft Excel, SAP ERP, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Marketing, Finance
Education
Clarkson University 2011 — 2015
Financial Information and Analysis
The Hill School 2007 — 2011
High School
AXA Advisors May 2015 - Present
UBS June 2014 - Present
380 Lacrosse Club May 2011 - Present
The Launch Girls Lacrosse Showcase July 2014 - September 2014
Skills
Microsoft Excel, SAP ERP, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Marketing, Finance
Education
Clarkson University 2011 — 2015
Financial Information and Analysis
The Hill School 2007 — 2011
High School
Alexandra Samaras Alexandra Samaras's UBS Experience April 2011 - November 2014
Job NonOfficer at UBS Financial Services Inc.
Industry Banking
Experience
UBS Wealth Management November 2014 - Present
UBS April 2011 - November 2014
Skills
Finance, Investment Banking
Education
City University of New York-Herbert H. Lehman College 2003 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Westchester Community College 1999 — 2001
Associate of Arts and Sciences (A.A.S.), International Business
UBS Wealth Management November 2014 - Present
UBS April 2011 - November 2014
Skills
Finance, Investment Banking
Education
City University of New York-Herbert H. Lehman College 2003 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Westchester Community College 1999 — 2001
Associate of Arts and Sciences (A.A.S.), International Business
Alice Hu Alice Hu's UBS Experience June 2010 - August 2010
Job Associate, Global Investment Management at J.P. Morgan
Industry Human Resources
Experience
J.P. Morgan July 2013 - Present
UBS Investment Bank August 2011 - June 2013
New York City Asian American Student Conference (NYCAASC) August 2009 - May 2012
UBS June 2010 - August 2010
Keck Science Center June 2008 - August 2008
Skills
Excel, Business Objects, PeopleSoft, Photoshop, Strategy, Microsoft Excel, Employee Relations, Human Resources
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2011
B.S., Industrial Engineering and Operations Research
Claremont McKenna College 2006 — 2009
B.A., Management
J.P. Morgan July 2013 - Present
UBS Investment Bank August 2011 - June 2013
New York City Asian American Student Conference (NYCAASC) August 2009 - May 2012
UBS June 2010 - August 2010
Keck Science Center June 2008 - August 2008
Skills
Excel, Business Objects, PeopleSoft, Photoshop, Strategy, Microsoft Excel, Employee Relations, Human Resources
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2011
B.S., Industrial Engineering and Operations Research
Claremont McKenna College 2006 — 2009
B.A., Management
Michael Chabler's UBS Experience September 2010 - November 2010
Job Technical Support Specialist at cDs Global
Industry Entertainment
Experience
cDs Global June 2015 - Present
Treehouse 10/Oniram Music October 2009 - Present
newrow_ February 2012 - May 2015
Lyda's Languages October 2011 - November 2011
SoftTech Health October 2011 - November 2011
UBS September 2010 - November 2010
MRM Worldwide April 2010 - April 2010
Hodes iQ December 2008 - September 2009
Software Support November 2004 - December 2008
Chelsea Rental June 2008 - September 2008
Skills
HTML, Final Cut Pro, Dreamweaver, CSS, Photoshop, Flash, Mac, JavaScript, XML, Video Production, Video Editing, Illustrator, WordPress, Editing, Email Marketing, Blogging, Social Media, Web Design, Photography, Layout, Digital Media, Video
Education
Hunter College 2011 — 2012
In Progress: Certification, Web Design and Programming
The Ohio State University 1986 — 1993
BA, Philosophy
cDs Global June 2015 - Present
Treehouse 10/Oniram Music October 2009 - Present
newrow_ February 2012 - May 2015
Lyda's Languages October 2011 - November 2011
SoftTech Health October 2011 - November 2011
UBS September 2010 - November 2010
MRM Worldwide April 2010 - April 2010
Hodes iQ December 2008 - September 2009
Software Support November 2004 - December 2008
Chelsea Rental June 2008 - September 2008
Skills
HTML, Final Cut Pro, Dreamweaver, CSS, Photoshop, Flash, Mac, JavaScript, XML, Video Production, Video Editing, Illustrator, WordPress, Editing, Email Marketing, Blogging, Social Media, Web Design, Photography, Layout, Digital Media, Video
Education
Hunter College 2011 — 2012
In Progress: Certification, Web Design and Programming
The Ohio State University 1986 — 1993
BA, Philosophy
Barbara Fraser Barbara Fraser's UBS Experience February 2009 - Present
Job Vice President at UBS
Industry Financial Services
Experience
UBS February 2009 - Present
UBS February 2009 - Present
Salomon Smith Barney February 1998 - February 2009
Square D Company 1990 - 1998
Education
Barbara Fraser CRPC
Clarkson University 1977 — 1982
Bachelor of Science (BS)
new hartford high school 1973 — 1977
UBS February 2009 - Present
UBS February 2009 - Present
Salomon Smith Barney February 1998 - February 2009
Square D Company 1990 - 1998
Education
Barbara Fraser CRPC
Clarkson University 1977 — 1982
Bachelor of Science (BS)
new hartford high school 1973 — 1977
Franklin Beard Franklin Beard's UBS Experience August 2002 - Present
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS August 2002 - Present
Deutsche Bank August 1999 - August 2002
Deutsche Bank February 1977 - August 1999
Skills
Wealth Management, Series 7, Wealth, Asset Allocation, Mutual Funds, Retirement Planning, Valuation, Investments, Strategic Financial..., Equities, Investment Banking, Asset Management, Asset Managment, Wealth Management..., Capital Markets, Investment Advisory, Investment Strategies, Financial Analysis, Risk Management, Financial Advisory, Securities, Series 63, Private Equity, Estate Planning, Retirement, Fixed Income, Portfolio Management
Education
Clemson University 1970 — 1974
BSME, Mechanical Engineering
Episcopal School of Jacksonville 1968 — 1970
UBS August 2002 - Present
Deutsche Bank August 1999 - August 2002
Deutsche Bank February 1977 - August 1999
Skills
Wealth Management, Series 7, Wealth, Asset Allocation, Mutual Funds, Retirement Planning, Valuation, Investments, Strategic Financial..., Equities, Investment Banking, Asset Management, Asset Managment, Wealth Management..., Capital Markets, Investment Advisory, Investment Strategies, Financial Analysis, Risk Management, Financial Advisory, Securities, Series 63, Private Equity, Estate Planning, Retirement, Fixed Income, Portfolio Management
Education
Clemson University 1970 — 1974
BSME, Mechanical Engineering
Episcopal School of Jacksonville 1968 — 1970
Dave Colamarino's UBS Experience July 2009 - May 2010
Job Account Manager at Philips Respironics
Industry Medical Devices
Experience
Philips Respironics April 2015 - Present
Thermal Industries, Inc. July 2014 - April 2015
ARAMARK May 2013 - June 2014
Gamma Sports October 2011 - March 2013
UBS July 2009 - May 2010
Merrill Lynch May 2008 - June 2009
Federated Investors November 2002 - March 2008
Skills
Account Management, Marketing, Sports, Sales, Customer Service, Direct Sales, Selling, Strategic Planning, Trade Shows, Cold Calling, Sales Operations, Leadership, New Business Development, Social Media Marketing, Sales Management, Team Building, Finance, Marketing Strategy
Education
Duquesne University 2010 — 2012
Master of Science, Sports Leadership
Clarion University of Pennsylvania 1998 — 2002
Bachelor of Science, Communications
Philips Respironics April 2015 - Present
Thermal Industries, Inc. July 2014 - April 2015
ARAMARK May 2013 - June 2014
Gamma Sports October 2011 - March 2013
UBS July 2009 - May 2010
Merrill Lynch May 2008 - June 2009
Federated Investors November 2002 - March 2008
Skills
Account Management, Marketing, Sports, Sales, Customer Service, Direct Sales, Selling, Strategic Planning, Trade Shows, Cold Calling, Sales Operations, Leadership, New Business Development, Social Media Marketing, Sales Management, Team Building, Finance, Marketing Strategy
Education
Duquesne University 2010 — 2012
Master of Science, Sports Leadership
Clarion University of Pennsylvania 1998 — 2002
Bachelor of Science, Communications
Edward Horan Edward Horan's UBS Experience April 2001 - October 2006
Job Business Analyst at Healthfirst
Industry Telecommunications
Experience
Healthfirst August 2009 - Present
Coach October 2007 - March 2009
Pitney Bowes July 2007 - 2007
UBS April 2001 - October 2006
British Telecom October 1999 - April 2001
NewsAmerica Marketing February 1995 - September 1999
Skills
Aspect Call Center, eWFM, Financial Reporting, Vendor Relationships, Business Analysis, Disaster Recovery, Data Center, Telecommunications, Project Management, Vendor Management, MS Project, Visio, Process Improvement, Call Center
Education
City University of New York-College of Staten Island 1980 — 1994
AAS
Healthfirst August 2009 - Present
Coach October 2007 - March 2009
Pitney Bowes July 2007 - 2007
UBS April 2001 - October 2006
British Telecom October 1999 - April 2001
NewsAmerica Marketing February 1995 - September 1999
Skills
Aspect Call Center, eWFM, Financial Reporting, Vendor Relationships, Business Analysis, Disaster Recovery, Data Center, Telecommunications, Project Management, Vendor Management, MS Project, Visio, Process Improvement, Call Center
Education
City University of New York-College of Staten Island 1980 — 1994
AAS
Angelo Guisado Angelo Guisado's UBS Experience May 2010 - August 2010
Job Associate at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Law Practice
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP October 2014 - Present
United States Court of Appeals for the Sixth Circuit September 2013 - August 2014
Massachusetts Appeals Court August 2012 - August 2013
Professor Robin Lenhardt June 2011 - July 2012
Lincoln Square Legal Services January 2012 - May 2012
US Securities and Exchange Commission August 2011 - December 2011
United States Attorney's Office, Washington D.C. June 2011 - August 2011
United States Attorney's Office, EDNY January 2011 - May 2011
UBS May 2010 - August 2010
Education
Fordham University School of Law 2009 — 2012
Juris Doctor, cum laude
Clark University 2004 — 2008
B.A., Philosophy, Classics
Paul, Weiss, Rifkind, Wharton & Garrison LLP October 2014 - Present
United States Court of Appeals for the Sixth Circuit September 2013 - August 2014
Massachusetts Appeals Court August 2012 - August 2013
Professor Robin Lenhardt June 2011 - July 2012
Lincoln Square Legal Services January 2012 - May 2012
US Securities and Exchange Commission August 2011 - December 2011
United States Attorney's Office, Washington D.C. June 2011 - August 2011
United States Attorney's Office, EDNY January 2011 - May 2011
UBS May 2010 - August 2010
Education
Fordham University School of Law 2009 — 2012
Juris Doctor, cum laude
Clark University 2004 — 2008
B.A., Philosophy, Classics
Anthony Fortunato Anthony Fortunato's UBS Experience April 2011 - August 2011
Job Regional Advisory Consultant at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. June 2013 - Present
ARJENT June 2012 - March 2013
UBS April 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Finance, Bloomberg, Investments, Microsoft Word, PowerPoint, Series 7, Series 63, Portfolio Management, Teamwork, Mutual Funds, Time Management, Unit Investment Trusts, Series 65, Fixed Income, Fixed Income Analysis, Leadership
Education
Clarkson University 2008 — 2012
Bachelor of Science (BS), Financial Information Analysis
Norwalk High School 2004 — 2008
Advisors Asset Management, Inc. June 2013 - Present
ARJENT June 2012 - March 2013
UBS April 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Finance, Bloomberg, Investments, Microsoft Word, PowerPoint, Series 7, Series 63, Portfolio Management, Teamwork, Mutual Funds, Time Management, Unit Investment Trusts, Series 65, Fixed Income, Fixed Income Analysis, Leadership
Education
Clarkson University 2008 — 2012
Bachelor of Science (BS), Financial Information Analysis
Norwalk High School 2004 — 2008
Patrick Manning Patrick Manning's UBS Experience August 2011 - March 2012
Job MBA Finance Candidate at USC Moore School of Business
Industry Financial Services
Experience
Truxton Trust June 2012 - May 2015
UBS August 2011 - March 2012
Covenant Surgical Partners May 2010 - August 2010
Laffer Associates May 2008 - August 2008
Skills
Microsoft Excel, Credit Analysis, Accounting, Banking, Financial Analysis, Credit, Auditing, Finance, Strategic Financial..., Corporate Finance, Financial Reporting, Financial Planning, Private Banking, Public Speaking, Customer Service, Microsoft Word, Microsoft Office, PowerPoint
Education
University of South Carolina - Darla Moore School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Corporate Finance
Clemson University - College of Business and Behavioral Science 2007 — 2011
Finance, Accounting and Finance
Montgomery Bell Academy 2001 — 2007
Truxton Trust June 2012 - May 2015
UBS August 2011 - March 2012
Covenant Surgical Partners May 2010 - August 2010
Laffer Associates May 2008 - August 2008
Skills
Microsoft Excel, Credit Analysis, Accounting, Banking, Financial Analysis, Credit, Auditing, Finance, Strategic Financial..., Corporate Finance, Financial Reporting, Financial Planning, Private Banking, Public Speaking, Customer Service, Microsoft Word, Microsoft Office, PowerPoint
Education
University of South Carolina - Darla Moore School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Corporate Finance
Clemson University - College of Business and Behavioral Science 2007 — 2011
Finance, Accounting and Finance
Montgomery Bell Academy 2001 — 2007
Elliott Whitney Elliott Whitney's UBS Experience January 2010 - October 2010
Job APPLICATION & DATABASE DEVELOPER
Industry Information Technology and Services
Experience
Software Solutions for Business, LLC November 2012 - Present
SSARIS Advisors LLC February 2011 - October 2012
UBS January 2010 - October 2010
UBS November 2008 - December 2009
UBS July 2006 - November 2008
UBS January 2005 - July 2006
Software Solutions for Business 1995 - January 2005
Digital Equipment Corporation 1988 - 1995
General Electric 1978 - 1988
Skills
Access, Visual Basic, VBA, Databases, VB.NET, MS-DOS, Windows, SQL, PL/SQL, ASP, Analysis, Application Development, Systems Analysis, .NET, SQL Server, Database Design, C#.Net, Oracle SQL, Microsoft SQL Server, Business Analysis, Software Development, C#, Security, Requirements Gathering, Unix, ERP, Integration, Business Intelligence, Crystal Reports, ETL, Oracle, Software Documentation
Education
Rensselaer Polytechnic Institute
Bachelor of Science, Computer Science
Rensselaer Polytechnic Institute
Masters, Business Administration
Clark University 1995 — 1995
Certification, Client/Server Development
Lighthouse Training 2003 — 2003
Microsoft Certified Solution Developer, .Net
Software Solutions for Business, LLC November 2012 - Present
SSARIS Advisors LLC February 2011 - October 2012
UBS January 2010 - October 2010
UBS November 2008 - December 2009
UBS July 2006 - November 2008
UBS January 2005 - July 2006
Software Solutions for Business 1995 - January 2005
Digital Equipment Corporation 1988 - 1995
General Electric 1978 - 1988
Skills
Access, Visual Basic, VBA, Databases, VB.NET, MS-DOS, Windows, SQL, PL/SQL, ASP, Analysis, Application Development, Systems Analysis, .NET, SQL Server, Database Design, C#.Net, Oracle SQL, Microsoft SQL Server, Business Analysis, Software Development, C#, Security, Requirements Gathering, Unix, ERP, Integration, Business Intelligence, Crystal Reports, ETL, Oracle, Software Documentation
Education
Rensselaer Polytechnic Institute
Bachelor of Science, Computer Science
Rensselaer Polytechnic Institute
Masters, Business Administration
Clark University 1995 — 1995
Certification, Client/Server Development
Lighthouse Training 2003 — 2003
Microsoft Certified Solution Developer, .Net
Ramzi Abu Jazar Ramzi Abu Jazar's UBS Experience June 2010 - September 2013
Job Emerging Market Product Control at HSBC
Industry Financial Services
Experience
HSBC September 2013 - Present
UBS June 2010 - September 2013
Hunter College December 2009 - October 2010
UBS Investment Bank November 2008 - August 2009
UBS Investment Bank 2007 - 2008
Manhattanville College 2006 - 2007
Smith Barney 2006 - 2007
Seeds of Peace 2003 - 2006
Skills
Process Improvement, Conceptual Modeling, Critical Thinking, Derivatives, Fixed Income, Data Analysis, Financial Modeling, Microsoft Excel, Research, Financial Analysis, Economics, Equities, Risk Management, Microsoft Office, Investment Banking, Analysis, VBA, Portfolio Management, Financial Risk, Structured Products, Swaps, Trading, Credit, Emerging Markets, Mutual Funds
Education
City University of New York-Hunter College 2009 — 2013
MA, Applied Mathematics
Manhattanville College 2003 — 2007
BA, Mathematics and Finance
HSBC September 2013 - Present
UBS June 2010 - September 2013
Hunter College December 2009 - October 2010
UBS Investment Bank November 2008 - August 2009
UBS Investment Bank 2007 - 2008
Manhattanville College 2006 - 2007
Smith Barney 2006 - 2007
Seeds of Peace 2003 - 2006
Skills
Process Improvement, Conceptual Modeling, Critical Thinking, Derivatives, Fixed Income, Data Analysis, Financial Modeling, Microsoft Excel, Research, Financial Analysis, Economics, Equities, Risk Management, Microsoft Office, Investment Banking, Analysis, VBA, Portfolio Management, Financial Risk, Structured Products, Swaps, Trading, Credit, Emerging Markets, Mutual Funds
Education
City University of New York-Hunter College 2009 — 2013
MA, Applied Mathematics
Manhattanville College 2003 — 2007
BA, Mathematics and Finance
Lena Medovoy Lena Medovoy's UBS Experience April 2000 - October 2005
Job Supervisor FI Middle Office
Industry Investment Management
Experience
Lord Abbett & Co. October 2005 - Present
UBS April 2000 - October 2005
JPMorgan Chase April 1998 - April 2000
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Outlook, GTSS, Fx connect, SSCNet, SWIFT messaging, PAM for Securities, Windows 7, Fluent russian, Middle Office, MBS, Fixed Income, Derivatives, FX Derivatives, Exposure Assessment, Settlement, Collateral Management
Education
Hunter College 1994 — 1998
ACCOUNTING, BS, Accounting and Finance, Academic Dean’s List
Lord Abbett & Co. October 2005 - Present
UBS April 2000 - October 2005
JPMorgan Chase April 1998 - April 2000
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Outlook, GTSS, Fx connect, SSCNet, SWIFT messaging, PAM for Securities, Windows 7, Fluent russian, Middle Office, MBS, Fixed Income, Derivatives, FX Derivatives, Exposure Assessment, Settlement, Collateral Management
Education
Hunter College 1994 — 1998
ACCOUNTING, BS, Accounting and Finance, Academic Dean’s List
Lisa Scragg's UBS Experience May 1996 - July 1997
Job Executive Director at JPMorgan Chase
Industry Human Resources
Experience
JPMorgan Chase July 1997 - Present
UBS May 1996 - July 1997
Skills
Organizational..., Talent Management, Leadership Development, SDLC, Vendor Management, Human Resources, Risk Management, Public Speaking, Change Management, Leadership, Recruiting, Investment Banking, Team Building, Training, Onboarding, Performance Management, Relationship Management, Business Analysis, Coaching, Employee Engagement, Management, Succession Planning, Program Management, Project Management, Talent Acquisition, Process Improvement, Financial Services, Banking, Strategic Planning
Education
City University of New York-College of Staten Island 1992 — 1996
Bachelor of Science (B.S.), Accounting
JPMorgan Chase July 1997 - Present
UBS May 1996 - July 1997
Skills
Organizational..., Talent Management, Leadership Development, SDLC, Vendor Management, Human Resources, Risk Management, Public Speaking, Change Management, Leadership, Recruiting, Investment Banking, Team Building, Training, Onboarding, Performance Management, Relationship Management, Business Analysis, Coaching, Employee Engagement, Management, Succession Planning, Program Management, Project Management, Talent Acquisition, Process Improvement, Financial Services, Banking, Strategic Planning
Education
City University of New York-College of Staten Island 1992 — 1996
Bachelor of Science (B.S.), Accounting
Jennifer Haney's UBS Experience September 2013 - August 2014
Job Senior Associate, Senior Designer at HLW International LLP
Industry Architecture & Planning
Experience
HLW International LLP August 2014 - Present
UBS September 2013 - August 2014
HLW International LLP September 2007 - September 2013
Rink Design 2005 - 2005
Skills
Interior Architecture, Space-planning, Sustainable Design, Interior Design, Space planning, Design Research, Graphics, Furnishings, Furniture, FF&E, Concept Development, SketchUp, Architectural Design, Submittals, Sketching, Retail Design, Rendering, Residential Design, Space Planning
Education
Clemson University
University of Florida
Bachelor of Science (BS), Interior Architecture
HLW International LLP August 2014 - Present
UBS September 2013 - August 2014
HLW International LLP September 2007 - September 2013
Rink Design 2005 - 2005
Skills
Interior Architecture, Space-planning, Sustainable Design, Interior Design, Space planning, Design Research, Graphics, Furnishings, Furniture, FF&E, Concept Development, SketchUp, Architectural Design, Submittals, Sketching, Retail Design, Rendering, Residential Design, Space Planning
Education
Clemson University
University of Florida
Bachelor of Science (BS), Interior Architecture
Gabriel Ayala's UBS Experience July 2014 - August 2014
Job Liberal Arts Student
Industry Financial Services
Experience
Claremont McKenna Student Investment Fund September 2013 - Present
JPMorgan Chase & Co. June 2015 - August 2015
UBS July 2014 - August 2014
Hong Kong and Shanghai Banking Corporation June 2014 - June 2014
Honnold-Mudd Library September 2012 - September 2013
Migo May 2013 - July 2013
Hybrid Social Solutions, Inc. (HSSi) June 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, CSS, Java, JavaScript, HTML, C++, SML, Bloomberg Terminal, Stata, Financial Statements, Visual Basic, Social Media, Financial Analysis
Education
Claremont McKenna College 2012 — 2016
Bachelor of Arts (BA); Masters in Finance (MA), Economics/Finance, 3.85/4.0
International School Manila 1999 — 2012
International Baccalaureate
Claremont McKenna Student Investment Fund September 2013 - Present
JPMorgan Chase & Co. June 2015 - August 2015
UBS July 2014 - August 2014
Hong Kong and Shanghai Banking Corporation June 2014 - June 2014
Honnold-Mudd Library September 2012 - September 2013
Migo May 2013 - July 2013
Hybrid Social Solutions, Inc. (HSSi) June 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, CSS, Java, JavaScript, HTML, C++, SML, Bloomberg Terminal, Stata, Financial Statements, Visual Basic, Social Media, Financial Analysis
Education
Claremont McKenna College 2012 — 2016
Bachelor of Arts (BA); Masters in Finance (MA), Economics/Finance, 3.85/4.0
International School Manila 1999 — 2012
International Baccalaureate
Ricardo Solomon's UBS Experience July 2015 - Present
Job IT Technical Consultant at Robert Half Technology
Industry Information Technology and Services
Experience
UBS July 2015 - Present
Barclays August 2015 - Present
Growth Products February 2015 - Present
Allstate September 2015 - September 2015
Macy's October 2014 - December 2014
Cedar Avenue Laundromat October 2012 - June 2014
Legend Wireless LLC December 2008 - April 2009
Technology Plus November 2004 - January 2005
Technology Plus May 2004 - June 2004
Skills
Technical Support, Help Desk Support, Computer Technician, Networking, Troubleshooting, Macintosh Applications, Macintosh hardware, Mac OS X, Software Installation, Antivirus, Windows 7, Windows 8, Photoshop, Adobe Illustrator, Smartphones, Microsoft Office Suite, Cabling, MIDI, Social Media, Fundamentall Electrical, Fundamental Electronics, Windows XP, Microsoft Excel, Microsoft Access, Computer Repair, Hardware, Laptops, Computer Hardware, Microsoft Office
Education
City University of New York-Herbert H. Lehman College 2009 — 2013
Bachelor's Degree, Computer Information Systems
St. Andrew Technical High 2000 — 2004
High School, Electrical and Electronics Engineering
UBS July 2015 - Present
Barclays August 2015 - Present
Growth Products February 2015 - Present
Allstate September 2015 - September 2015
Macy's October 2014 - December 2014
Cedar Avenue Laundromat October 2012 - June 2014
Legend Wireless LLC December 2008 - April 2009
Technology Plus November 2004 - January 2005
Technology Plus May 2004 - June 2004
Skills
Technical Support, Help Desk Support, Computer Technician, Networking, Troubleshooting, Macintosh Applications, Macintosh hardware, Mac OS X, Software Installation, Antivirus, Windows 7, Windows 8, Photoshop, Adobe Illustrator, Smartphones, Microsoft Office Suite, Cabling, MIDI, Social Media, Fundamentall Electrical, Fundamental Electronics, Windows XP, Microsoft Excel, Microsoft Access, Computer Repair, Hardware, Laptops, Computer Hardware, Microsoft Office
Education
City University of New York-Herbert H. Lehman College 2009 — 2013
Bachelor's Degree, Computer Information Systems
St. Andrew Technical High 2000 — 2004
High School, Electrical and Electronics Engineering
Vaibhav Ajmera Vaibhav Ajmera's UBS Experience September 2003 - March 2004
Job Entrepreneur, Executive Officer at YUVA
Industry Retail
Experience
YUVA Salon October 2005 - Present
L'Oréal July 2004 - October 2005
UBS September 2003 - March 2004
Skills
Team Mgmt, Team Leadership, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, Data Analysis, Public Speaking, Writing, Organizational..., Strategic Thinking, Finance, Management, Marketing, Public Relations, Time Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Bachelor of Science (BS), Finance, International Business
City University of New York-Hunter College 2000 — 2002
YUVA Salon October 2005 - Present
L'Oréal July 2004 - October 2005
UBS September 2003 - March 2004
Skills
Team Mgmt, Team Leadership, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, Data Analysis, Public Speaking, Writing, Organizational..., Strategic Thinking, Finance, Management, Marketing, Public Relations, Time Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Bachelor of Science (BS), Finance, International Business
City University of New York-Hunter College 2000 — 2002
Barrett Scott Barrett Scott's UBS Experience June 2012 - July 2012
Job Attended Clemson University
Industry Financial Services
Experience
UBS June 2012 - July 2012
Education
Clemson University 2010 — 2013
Bachelor of Arts (B.A.), Business Management
UBS June 2012 - July 2012
Education
Clemson University 2010 — 2013
Bachelor of Arts (B.A.), Business Management
Stephen Winn's UBS Experience 2004 - 2004
Job Sales Engineer at Logic Supply
Industry Computer Hardware
Experience
Logic Supply December 2011 - Present
Otter Creek Brewing April 2008 - December 2011
Marble Consulting 2005 - 2008
UBS 2004 - 2004
Skills
Direct Sales, Account Management, Business Development, Sales Management, Computer Hardware
Education
Clark University 2001 — 2005
Bachelors, Business Management
Logic Supply December 2011 - Present
Otter Creek Brewing April 2008 - December 2011
Marble Consulting 2005 - 2008
UBS 2004 - 2004
Skills
Direct Sales, Account Management, Business Development, Sales Management, Computer Hardware
Education
Clark University 2001 — 2005
Bachelors, Business Management
Joseph Kurkcu Joseph Kurkcu's UBS Experience 2002 - 2003
Job Senior Compliance Professional
Industry Investment Management
Experience
Joseph A. Kurkcu February 2015 - Present
Lazard Asset Management September 2006 - February 2015
Bear Stearns Asset Management 2005 - 2006
Invesco Ltd. 2003 - 2005
UBS 2002 - 2003
Citi 1992 - 2002
Citi 1988 - 1992
Prudential Bache Securities 1982 - 1984
Skills
AML, Securities, Asset Management, Portfolio Management, Investments, Risk Management, Business Process, Auditing, Fixed Income, Investment Advisory, Finance, Banking, Alternative Investments, Hedge Funds, Equities, Anti Money Laundering, Mutual Funds
Education
Hunter College
BS, Accounting
Joseph A. Kurkcu February 2015 - Present
Lazard Asset Management September 2006 - February 2015
Bear Stearns Asset Management 2005 - 2006
Invesco Ltd. 2003 - 2005
UBS 2002 - 2003
Citi 1992 - 2002
Citi 1988 - 1992
Prudential Bache Securities 1982 - 1984
Skills
AML, Securities, Asset Management, Portfolio Management, Investments, Risk Management, Business Process, Auditing, Fixed Income, Investment Advisory, Finance, Banking, Alternative Investments, Hedge Funds, Equities, Anti Money Laundering, Mutual Funds
Education
Hunter College
BS, Accounting
Kirk Knudsen, CFP® Kirk Knudsen, CFP®'s UBS Experience February 2005 - Present
Job First Vice President Wealth Management, Wealth Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS February 2005 - Present
Wells Fargo May 1994 - February 2005
Skills
Investments, Wealth Management, Finance, Wealth, Portfolio Management
Education
Certified Financial Planner Board of Standards 2003 — 2004
CFP, Financial Planning
Clarkson University 1984 — 1988
Bachelor of Science, Economics and Finance
The Gunnery 1980 — 1984
Daniel Hand High School
UBS February 2005 - Present
Wells Fargo May 1994 - February 2005
Skills
Investments, Wealth Management, Finance, Wealth, Portfolio Management
Education
Certified Financial Planner Board of Standards 2003 — 2004
CFP, Financial Planning
Clarkson University 1984 — 1988
Bachelor of Science, Economics and Finance
The Gunnery 1980 — 1984
Daniel Hand High School
Abhinav Varshney Abhinav Varshney's UBS Experience 2007 - 2010
Job AVP at Barclays Investment Bank
Industry Banking
Experience
Barclays Investment Bank March 2013 - Present
Barclays Capital May 2010 - February 2013
UBS 2007 - 2010
Skills
Sybase, SQL, SDLC, Unix, Tomcat, Oracle, Business Analysis, Perl, PL/SQL, Java, XML, Subversion, MySQL, Requirements Gathering, Linux, CVS, Weblogic, Requirements Analysis, UML, Unix Shell Scripting, JavaScript, Shell Scripting, Microsoft SQL Server, Agile Methodologies, Java Enterprise Edition
Education
Clemson University 2005 — 2006
BS, Computer Science, Mathematics
Summer Fields School 2000 — 2003
Barclays Investment Bank March 2013 - Present
Barclays Capital May 2010 - February 2013
UBS 2007 - 2010
Skills
Sybase, SQL, SDLC, Unix, Tomcat, Oracle, Business Analysis, Perl, PL/SQL, Java, XML, Subversion, MySQL, Requirements Gathering, Linux, CVS, Weblogic, Requirements Analysis, UML, Unix Shell Scripting, JavaScript, Shell Scripting, Microsoft SQL Server, Agile Methodologies, Java Enterprise Edition
Education
Clemson University 2005 — 2006
BS, Computer Science, Mathematics
Summer Fields School 2000 — 2003
Renee Hodge Renee Hodge's UBS Experience 1992 - 1998
Job Senior Administtrative Assistant at Mercer Health & Benefits
Industry Management Consulting
Experience
Mercer Health & Benefits April 2000 - Present
Price Waterhouse Coopers 1998 - 1999
UBS 1992 - 1998
Education
City University of New York-Herbert H. Lehman College 1992 — 1998
B.A.
Mercer Health & Benefits April 2000 - Present
Price Waterhouse Coopers 1998 - 1999
UBS 1992 - 1998
Education
City University of New York-Herbert H. Lehman College 1992 — 1998
B.A.
Janet Fried's UBS Experience January 1995 - January 2000
Job at
Industry Real Estate
Experience
FLORIDA HOMES & MANAGEMENT, INC. January 2010 - Present
Charles Rutenberg Realty April 2006 - April 2010
UBS January 1995 - January 2000
Skills
REO, Short Sales, Residential Homes, Listings, Mortgage Lending, Rentals, Waterfront
Education
City University of New York-Herbert H. Lehman College 1967 — 1971
BA, Sociology, Elem Education
FLORIDA HOMES & MANAGEMENT, INC. January 2010 - Present
Charles Rutenberg Realty April 2006 - April 2010
UBS January 1995 - January 2000
Skills
REO, Short Sales, Residential Homes, Listings, Mortgage Lending, Rentals, Waterfront
Education
City University of New York-Herbert H. Lehman College 1967 — 1971
BA, Sociology, Elem Education
Brad Weiner Brad Weiner's UBS Experience August 2004 - Present
Job Senior Vice PresidentWealth Management, Portfolio Manager, Wealth Advisor
Industry Financial Services
Experience
UBS August 2004 - Present
US Navy October 2002 - July 2004
US Navy August 1982 - August 2002
Education
City University of Seattle 2000 — 2002
MBA, Finance
US Naval War College 1993 — 1994
MA, National Security Affairs and Strategic Planning
US Navy Nuclear Power School 1982 — 1983
Masters Equivalent, Nuclear Engineering
United States Naval Academy 1978 — 1982
Bachelor of Science (B.S.), Resources Managment
UBS August 2004 - Present
US Navy October 2002 - July 2004
US Navy August 1982 - August 2002
Education
City University of Seattle 2000 — 2002
MBA, Finance
US Naval War College 1993 — 1994
MA, National Security Affairs and Strategic Planning
US Navy Nuclear Power School 1982 — 1983
Masters Equivalent, Nuclear Engineering
United States Naval Academy 1978 — 1982
Bachelor of Science (B.S.), Resources Managment
Philip Bowen Philip Bowen's UBS Experience January 2007 - May 2008
Job Digital Marketing / Technology Communication Specialist
Industry Marketing and Advertising
Experience
Jackson Dawson November 2013 - Present
LearnSmart Systems October 2008 - November 2013
Clearwater Christian College January 2012 - December 2012
UBS January 2007 - May 2008
Montgomery General Hospital July 2005 - August 2006
Skills
Microsoft Office, Strategic Planning, Public Speaking, Customer Service, Event Planning, Marketing Strategy, Sales Management, Sales, Marketing Communications, Social Media, New Business Development, Teaching, Budgets, Research, Account Management, Event Management, Team Building, Consultative Sales, Organizational..., Problem Analysis, Team Management, Information Technology..., Technology Software, PowerPoint, Salesforce.com, Sales Process, Training, Business Development, Lead Generation, Marketing, Management, Email Marketing, Microsoft Excel, Online Advertising, Online Marketing, Leadership, Cold Calling, Social Media Marketing, Negotiation, Public Relations, Social Networking, Project Management, Coaching, Team Leadership, CRM, Analysis, Time Management, Direct Sales, Leadership Development, System Administration
Education
University of Tampa - John H. Sykes College of Business 2006 — 2008
Master of Business Administration (MBA), Marketing
Clearwater Christian College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business
Jackson Dawson November 2013 - Present
LearnSmart Systems October 2008 - November 2013
Clearwater Christian College January 2012 - December 2012
UBS January 2007 - May 2008
Montgomery General Hospital July 2005 - August 2006
Skills
Microsoft Office, Strategic Planning, Public Speaking, Customer Service, Event Planning, Marketing Strategy, Sales Management, Sales, Marketing Communications, Social Media, New Business Development, Teaching, Budgets, Research, Account Management, Event Management, Team Building, Consultative Sales, Organizational..., Problem Analysis, Team Management, Information Technology..., Technology Software, PowerPoint, Salesforce.com, Sales Process, Training, Business Development, Lead Generation, Marketing, Management, Email Marketing, Microsoft Excel, Online Advertising, Online Marketing, Leadership, Cold Calling, Social Media Marketing, Negotiation, Public Relations, Social Networking, Project Management, Coaching, Team Leadership, CRM, Analysis, Time Management, Direct Sales, Leadership Development, System Administration
Education
University of Tampa - John H. Sykes College of Business 2006 — 2008
Master of Business Administration (MBA), Marketing
Clearwater Christian College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business
Maria Gabriela Padilla's UBS Experience February 2012 - July 2012
Job Future Humanitarian
Industry Nonprofit Organization Management
Experience
Steelcase February 2015 - June 2015
Steelcase July 2013 - June 2015
All My Children Daycare & Nursery School March 2013 - July 2013
AIG October 2012 - October 2012
UBS February 2012 - July 2012
Year Up September 2011 - July 2012
Catholic Charities Brooklyn and Queens September 2009 - October 2010
Pistilli Realty January 2007 - August 2007
Skills
Visio, Public Speaking, Microsoft Office, Staff Development, Human Resources, Team Building, Databases, Nonprofits, Community Outreach, Research, Fundraising, PowerPoint, Event Planning, Microsoft Excel, Outlook, SharePoint, Management, Leadership, Data Analysis, Project Management, Photoshop, Office Management, Networking, Windows 7, Accounting, Resume Writing, Performance Management, Event Management, Financial Analysis, Spanish, Process Improvement, Data Entry, Editing, Spreadsheets, Inventory Management, Financial Reporting, Proposal Writing, Teamwork, Microsoft Word, Administrative..., Office 2010, Financial Modeling, Pivot Tables, Microsoft Office 2007, Community Service, Information Technology, Adobe Acrobat, HTML, Training
Education
City University of New York-Hunter College 2015 — 2016
Bachelor of Arts (B.A.), Anthropology
CUNY New York City College of Technology 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Industrial and Product Design
Laguardia Community College 2013 — 2013
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
High School of Applied Communications 2007 — 2009
Regents Diploma
Steelcase February 2015 - June 2015
Steelcase July 2013 - June 2015
All My Children Daycare & Nursery School March 2013 - July 2013
AIG October 2012 - October 2012
UBS February 2012 - July 2012
Year Up September 2011 - July 2012
Catholic Charities Brooklyn and Queens September 2009 - October 2010
Pistilli Realty January 2007 - August 2007
Skills
Visio, Public Speaking, Microsoft Office, Staff Development, Human Resources, Team Building, Databases, Nonprofits, Community Outreach, Research, Fundraising, PowerPoint, Event Planning, Microsoft Excel, Outlook, SharePoint, Management, Leadership, Data Analysis, Project Management, Photoshop, Office Management, Networking, Windows 7, Accounting, Resume Writing, Performance Management, Event Management, Financial Analysis, Spanish, Process Improvement, Data Entry, Editing, Spreadsheets, Inventory Management, Financial Reporting, Proposal Writing, Teamwork, Microsoft Word, Administrative..., Office 2010, Financial Modeling, Pivot Tables, Microsoft Office 2007, Community Service, Information Technology, Adobe Acrobat, HTML, Training
Education
City University of New York-Hunter College 2015 — 2016
Bachelor of Arts (B.A.), Anthropology
CUNY New York City College of Technology 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Industrial and Product Design
Laguardia Community College 2013 — 2013
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
High School of Applied Communications 2007 — 2009
Regents Diploma
Diana Lena Mirakaj Diana Lena Mirakaj's UBS Experience 1999 - 2004
Job President & Chief Operating Officer at The 2112 Group
Industry Information Technology and Services
Experience
The 2112 Group March 2013 - Present
BTM Corporation May 2004 - March 2013
UBS 1999 - 2004
Monarch Worldwide 1997 - 1999
Fujisankei Communications International 1995 - 1997
Sutton and Sutton Group 1993 - 1995
Skills
Corporate Finance, Funding, Capital Markets, Public Relations, Investor Relations, Business Strategy, Business Management, Strategic Planning, Risk Management, Marketing, Marketing Strategy, Corporate Branding, Brand Management, Brand Architecture, Building Relationships, Brand Equity, Publications, Content Strategy, Content Management, Content Development, Corporate Governance, Strategic Alliances, Business Alliance..., Global Alliance..., Event Management, Management, Lead Generation, Strategy, B2B, New Business Development, Online Advertising, Entrepreneurship, Professional Services, Enterprise Software, Market Research, Start-ups, Business Alliances, Strategic Partnerships, SaaS, Market Analysis
Education
City University of New York-John Jay College of Criminal Justice
Criminal Justice
Notre Dame Academy
St. Ignatius Loyola
The 2112 Group March 2013 - Present
BTM Corporation May 2004 - March 2013
UBS 1999 - 2004
Monarch Worldwide 1997 - 1999
Fujisankei Communications International 1995 - 1997
Sutton and Sutton Group 1993 - 1995
Skills
Corporate Finance, Funding, Capital Markets, Public Relations, Investor Relations, Business Strategy, Business Management, Strategic Planning, Risk Management, Marketing, Marketing Strategy, Corporate Branding, Brand Management, Brand Architecture, Building Relationships, Brand Equity, Publications, Content Strategy, Content Management, Content Development, Corporate Governance, Strategic Alliances, Business Alliance..., Global Alliance..., Event Management, Management, Lead Generation, Strategy, B2B, New Business Development, Online Advertising, Entrepreneurship, Professional Services, Enterprise Software, Market Research, Start-ups, Business Alliances, Strategic Partnerships, SaaS, Market Analysis
Education
City University of New York-John Jay College of Criminal Justice
Criminal Justice
Notre Dame Academy
St. Ignatius Loyola
Sibora Lalaj's UBS Experience September 2012 - December 2012
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2015 - Present
Goldman Sachs June 2014 - August 2014
NYU Stern School of Business September 2013 - December 2013
UBS September 2012 - December 2012
Exploration Summer Programs June 2012 - August 2012
The Mount Sinai Hospital June 2009 - August 2009
Skills
Capital Markets, Investment Banking, Financial Modeling, Bloomberg, Microsoft Excel, Microsoft Office, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor's Degree, Double Major in Business (Finance Concentration) and Mathematics; Minor in Philosophy
Hunter College High School 2004 — 2011
Hunter College 2010 — 2010
Coursework, Development Economics
Columbia University in the City of New York 2009 — 2009
Coursework, Genetics and Molecular Biology
Cornell University 2009 — 2009
Coursework, Freedom and Justice in the Western Tradition
Stifel Financial Corp. August 2015 - Present
Goldman Sachs June 2014 - August 2014
NYU Stern School of Business September 2013 - December 2013
UBS September 2012 - December 2012
Exploration Summer Programs June 2012 - August 2012
The Mount Sinai Hospital June 2009 - August 2009
Skills
Capital Markets, Investment Banking, Financial Modeling, Bloomberg, Microsoft Excel, Microsoft Office, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor's Degree, Double Major in Business (Finance Concentration) and Mathematics; Minor in Philosophy
Hunter College High School 2004 — 2011
Hunter College 2010 — 2010
Coursework, Development Economics
Columbia University in the City of New York 2009 — 2009
Coursework, Genetics and Molecular Biology
Cornell University 2009 — 2009
Coursework, Freedom and Justice in the Western Tradition
Brian Mattern Brian Mattern's UBS Experience October 2010 - January 2011
Job Project Manager Assistant at Matros Automated Electric Corp. / Current Student at Lehman College (CUNY)
Industry Construction
Experience
Liberty Sales and Marketing April 2014 - May 2015
Matros Automated 2015 - 2015
Key Food Stores Co-operative Inc. November 2006 - August 2014
UBS October 2010 - January 2011
Skills
Finance, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Teamwork, Financial Analysis, Time Management, Project Management, Project Planning, Change Orders, Purchase Orders, Shipping & Receiving, Receptionist Duties
Education
City University of New York-Herbert H. Lehman College 2015 — 2017
Accounting and Finance
LaGuardia Community College 2008 — 2011
Associate's degree, Accounting and Business/Management
Liberty Sales and Marketing April 2014 - May 2015
Matros Automated 2015 - 2015
Key Food Stores Co-operative Inc. November 2006 - August 2014
UBS October 2010 - January 2011
Skills
Finance, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Teamwork, Financial Analysis, Time Management, Project Management, Project Planning, Change Orders, Purchase Orders, Shipping & Receiving, Receptionist Duties
Education
City University of New York-Herbert H. Lehman College 2015 — 2017
Accounting and Finance
LaGuardia Community College 2008 — 2011
Associate's degree, Accounting and Business/Management
Valerie Rosaly, CFP®, ChFC®, CDFA® Valerie Rosaly, CFP®, ChFC®, CDFA®'s UBS Experience May 2015 - Present
Job Associate Director, Financial Advisor at UBS
Industry Financial Services
Experience
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
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
Heather O'Harra Heather O'Harra's UBS Experience October 1986 - November 1992
Job Assoc. Job Opportunity Specialist at Human Resouces Administration of NYC
Industry Government Administration
Experience
NYC Human Resources Administration October 2011 - Present
Human Resouces Administration of NYC April 1993 - October 2011
UBS October 1986 - November 1992
Barclays May 1982 - October 1986
Skills
Microsoft Excel, Policy, Microsoft Office, Customer Service, Public Sector, Training, Team Leadership, Microsoft Word, Outlook, PowerPoint, Writing
Education
City University of New York-College of Staten Island 1998 — 2003
Bachelor's degree, Business/Corporate Communications
NYC Human Resources Administration October 2011 - Present
Human Resouces Administration of NYC April 1993 - October 2011
UBS October 1986 - November 1992
Barclays May 1982 - October 1986
Skills
Microsoft Excel, Policy, Microsoft Office, Customer Service, Public Sector, Training, Team Leadership, Microsoft Word, Outlook, PowerPoint, Writing
Education
City University of New York-College of Staten Island 1998 — 2003
Bachelor's degree, Business/Corporate Communications
Charles Mounts Charles Mounts's UBS Experience 1995 - 1998
Job Global Head of Research and Design at S&P Dow Jones Indices
Industry Financial Services
Experience
S&P Dow Jones Indices September 2015 - Present
Bija Capital Management LLC April 2013 - April 2015
Knight Capital Group March 2010 - March 2013
UBS Investment Bank March 2004 - June 2008
UBS Investment Bank 2002 - 2004
Goldman Sachs 1998 - 2002
UBS 1995 - 1998
Merrill Lynch 1993 - 1995
Federal Reserve Bank of New York 1990 - 1993
Skills
Fixed Income, Currency, Hedge Funds, Credit, Investment Banking, Capital Markets, Equities, Analytics, Bonds, Risk Management, Equity Research, Alternative Investments, High Yield, Investments, Emerging Markets, Banking, Portfolio Management, Derivatives, Bloomberg, Asset Management, Trading, Mutual Funds, Asset Allocation, Valuation, Fixed Income Analysis
Education
Harvard University, John F. Kennedy School of Government 1988 — 1990
MPP, International Trade and Finance
Claremont McKenna College 1983 — 1987
BA, International Economics and History
The University of Freiburg 1985 — 1986
S&P Dow Jones Indices September 2015 - Present
Bija Capital Management LLC April 2013 - April 2015
Knight Capital Group March 2010 - March 2013
UBS Investment Bank March 2004 - June 2008
UBS Investment Bank 2002 - 2004
Goldman Sachs 1998 - 2002
UBS 1995 - 1998
Merrill Lynch 1993 - 1995
Federal Reserve Bank of New York 1990 - 1993
Skills
Fixed Income, Currency, Hedge Funds, Credit, Investment Banking, Capital Markets, Equities, Analytics, Bonds, Risk Management, Equity Research, Alternative Investments, High Yield, Investments, Emerging Markets, Banking, Portfolio Management, Derivatives, Bloomberg, Asset Management, Trading, Mutual Funds, Asset Allocation, Valuation, Fixed Income Analysis
Education
Harvard University, John F. Kennedy School of Government 1988 — 1990
MPP, International Trade and Finance
Claremont McKenna College 1983 — 1987
BA, International Economics and History
The University of Freiburg 1985 — 1986
Alfred Pereira's UBS Experience January 1990 - April 1991
Job Senior Property Manager Reliance Property Management Group
Industry Real Estate
Experience
Reliance Property Management Group November 2014 - Present
FSO Onsite Outsourcing February 2013 - November 2014
FSO Onsite Outsourcing April 2013 - September 2013
Williamsburgh Properties Inc. January 1997 - August 2012
UBS January 1990 - April 1991
Skills
Management, Team Building, Customer Service, Leadership, Operations Management, Customer Satisfaction, Master Concierge, Recruiting, Team Management, Property Management, Customer Service..., Security Operations, Employee Training, Sales, CRM, Customer Experience, Outsourcing, Microsoft Excel, Account Management, Training, Negotiation
Education
CAI (Community Association Institute) 2014 — 2015
Community Association Management
IREM ( INSTITUTE OF REAL ESTATE MGMT) NEW JERSEY CHAPTER MEMBER 2014 — 2015
NYU School of Professional Studies 2014 — 2015
Residential Property Management
NYU School of Professional Studies 2014 — 2015
Residential Building Systems and Maintenance, Real Estate Management
City University of New York-John Jay College of Criminal Justice 1991 — 1994
Criminal Justice
The Cooper Union for the Advancement of Science and Art 1990 — 1991
Art & Architecture (Internship Program)
Humanities Preparatory Academy 1986 — 1989
Liberal Arts and Sciences, General Studies and Humanities
Reliance Property Management Group November 2014 - Present
FSO Onsite Outsourcing February 2013 - November 2014
FSO Onsite Outsourcing April 2013 - September 2013
Williamsburgh Properties Inc. January 1997 - August 2012
UBS January 1990 - April 1991
Skills
Management, Team Building, Customer Service, Leadership, Operations Management, Customer Satisfaction, Master Concierge, Recruiting, Team Management, Property Management, Customer Service..., Security Operations, Employee Training, Sales, CRM, Customer Experience, Outsourcing, Microsoft Excel, Account Management, Training, Negotiation
Education
CAI (Community Association Institute) 2014 — 2015
Community Association Management
IREM ( INSTITUTE OF REAL ESTATE MGMT) NEW JERSEY CHAPTER MEMBER 2014 — 2015
NYU School of Professional Studies 2014 — 2015
Residential Property Management
NYU School of Professional Studies 2014 — 2015
Residential Building Systems and Maintenance, Real Estate Management
City University of New York-John Jay College of Criminal Justice 1991 — 1994
Criminal Justice
The Cooper Union for the Advancement of Science and Art 1990 — 1991
Art & Architecture (Internship Program)
Humanities Preparatory Academy 1986 — 1989
Liberal Arts and Sciences, General Studies and Humanities
Abigail Pena's UBS Experience 2005 - 2007
Job Litigation Paralegal at Cellino & Barnes
Industry Law Practice
Experience
Cellino & Barnes April 2015 - Present
Daniella Levi & Associates, P.C. September 2007 - February 2015
UBS 2005 - 2007
Phillips, Krantz & Associates, LLP February 1998 - June 2005
Skills
Litigation, Personal Injury, Personal Injury..., Courts, Document Drafting, Depositions, SAGA, Trial prep, Online Research, Litigation Support, Calendaring, Structured Settlements, Customer Service, Preparation of Wills, Family Law, Trials, Lexis, Legal Research, Legal Writing, Civil Litigation, LexisNexis
Education
City University of New York-John Jay College of Criminal Justice 2012 — 2016
Bachelor's Degree, Forensic Psychology
CUNY Bronx Community College 2003 — 2005
Associate's Degree, Paralegal Studies
Monroe College 1991 — 1993
Associate's Degree, Hospitality Administration/Management
Cellino & Barnes April 2015 - Present
Daniella Levi & Associates, P.C. September 2007 - February 2015
UBS 2005 - 2007
Phillips, Krantz & Associates, LLP February 1998 - June 2005
Skills
Litigation, Personal Injury, Personal Injury..., Courts, Document Drafting, Depositions, SAGA, Trial prep, Online Research, Litigation Support, Calendaring, Structured Settlements, Customer Service, Preparation of Wills, Family Law, Trials, Lexis, Legal Research, Legal Writing, Civil Litigation, LexisNexis
Education
City University of New York-John Jay College of Criminal Justice 2012 — 2016
Bachelor's Degree, Forensic Psychology
CUNY Bronx Community College 2003 — 2005
Associate's Degree, Paralegal Studies
Monroe College 1991 — 1993
Associate's Degree, Hospitality Administration/Management
Anthony Langella Anthony Langella's UBS Experience April 2015 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS April 2015 - Present
Wells Fargo Advisors October 2014 - April 2015
MST Services Corp dba Money Mailer of Middlesex NJ February 2013 - June 2014
Juniper Networks April 2006 - August 2012
M.S.T. Telecom Inc. July 2003 - April 2006
Nortel June 1999 - April 2006
Orion Telecom January 1999 - June 1999
Network Equipment Technologies July 1987 - December 1998
Net.com (Network Equipment Technologies) 1987 - September 1998
Starnet Corp November 1982 - July 1987
Education
College of Staten Island 1977 — 1979
Electrical Engineering Technologies/Technicians
City University of New York-College of Staten Island
Bachelor's degree, Electrical and Electronics Engineering
UBS April 2015 - Present
Wells Fargo Advisors October 2014 - April 2015
MST Services Corp dba Money Mailer of Middlesex NJ February 2013 - June 2014
Juniper Networks April 2006 - August 2012
M.S.T. Telecom Inc. July 2003 - April 2006
Nortel June 1999 - April 2006
Orion Telecom January 1999 - June 1999
Network Equipment Technologies July 1987 - December 1998
Net.com (Network Equipment Technologies) 1987 - September 1998
Starnet Corp November 1982 - July 1987
Education
College of Staten Island 1977 — 1979
Electrical Engineering Technologies/Technicians
City University of New York-College of Staten Island
Bachelor's degree, Electrical and Electronics Engineering
Christopher Cavaliere Christopher Cavaliere's UBS Experience October 2013 - April 2015
Job
Industry Financial Services
Experience
UBS October 2013 - April 2015
TD Securities March 2011 - December 2012
Merrill Lynch / Bank of America May 2010 - December 2010
RBC Capital Markets March 2006 - February 2010
TD Waterhouse October 2004 - March 2006
Bank of America October 2003 - October 2004
Merrill Lynch September 2000 - October 2003
Citicorp Investment Services May 1999 - September 2000
National Discount Brokers December 1996 - May 1999
Citicorp Investment Services August 1996 - October 1996
Skills
FINRA, Fixed Income, Capital Markets, Options, Equities, Equity Trading, Trading Systems, Series 7, Series 24, Series 63, Trading, Securities, Electronic Trading, Mutual Funds, Financial Markets, Financial Services, Broker-Dealer Compliance, Drafting Policies, Trade Compliance, OATS, Trace, Hedge Funds, Broker-Dealer, Asset Management, Securities Regulation, Due Diligence, Financial Regulation, Bonds, ETFs, Prime Brokerage, KYC, Alternative Investments, Financial Risk, Derivatives, Operational Risk, Middle Office, Back Office, Investment Banking, Swaps, Structured Products, Structured Finance, Bloomberg, Equity Derivatives
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1995
BS, Legal Studies
Lafayette High School 1987 — 1990
HS Diploma
UBS October 2013 - April 2015
TD Securities March 2011 - December 2012
Merrill Lynch / Bank of America May 2010 - December 2010
RBC Capital Markets March 2006 - February 2010
TD Waterhouse October 2004 - March 2006
Bank of America October 2003 - October 2004
Merrill Lynch September 2000 - October 2003
Citicorp Investment Services May 1999 - September 2000
National Discount Brokers December 1996 - May 1999
Citicorp Investment Services August 1996 - October 1996
Skills
FINRA, Fixed Income, Capital Markets, Options, Equities, Equity Trading, Trading Systems, Series 7, Series 24, Series 63, Trading, Securities, Electronic Trading, Mutual Funds, Financial Markets, Financial Services, Broker-Dealer Compliance, Drafting Policies, Trade Compliance, OATS, Trace, Hedge Funds, Broker-Dealer, Asset Management, Securities Regulation, Due Diligence, Financial Regulation, Bonds, ETFs, Prime Brokerage, KYC, Alternative Investments, Financial Risk, Derivatives, Operational Risk, Middle Office, Back Office, Investment Banking, Swaps, Structured Products, Structured Finance, Bloomberg, Equity Derivatives
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1995
BS, Legal Studies
Lafayette High School 1987 — 1990
HS Diploma
Stahler McKinney's UBS Experience November 2014 - May 2015
Job Research Analyst at FMI
Industry Construction
Experience
FMI May 2015 - Present
UBS November 2014 - May 2015
Vanguard April 2013 - November 2014
FMI March 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Public Speaking, Research, Social Media, Customer Service, Series 63, Series 7, Mutual Funds, Asset Allocation, Equities, Investments, ETFs, Investment Strategies, IRAs, Bonds, 401k Rollovers
Education
Clemson University - College of Business and Behavioral Science 2008 — 2012
FMI May 2015 - Present
UBS November 2014 - May 2015
Vanguard April 2013 - November 2014
FMI March 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Public Speaking, Research, Social Media, Customer Service, Series 63, Series 7, Mutual Funds, Asset Allocation, Equities, Investments, ETFs, Investment Strategies, IRAs, Bonds, 401k Rollovers
Education
Clemson University - College of Business and Behavioral Science 2008 — 2012
Paul Sebastien Navarro Paul Sebastien Navarro's UBS Experience July 2014 - July 2015
Job Client ID Analyst, Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2015 - Present
UBS July 2014 - July 2015
JPMorgan Chase March 2014 - July 2014
Liberty in North Korea August 2013 - December 2013
Humanity in Action January 2013 - July 2013
JPMorgan Chase July 2012 - August 2012
FXCM July 2010 - May 2012
State of New York Office of the Attorney General: Harlem Regional Office June 2009 - October 2009
Skills
Spanish, Research, Legal Research, Microsoft Office, AML, PowerPoint, Microsoft Excel, Outlook, International Relations, Public Speaking, Microsoft Word, Social Media, Google Docs, Wufoo, MailChimp, Salesforce.com, Recruiting, Event Management, Fundraising
Education
City University of New York-John Jay College of Criminal Justice 2007 — 2011
BA, Justice Studies (Humanities and Justice)
Colegio San Viator 1999 — 2006
High School, General Studies
Credit Suisse August 2015 - Present
UBS July 2014 - July 2015
JPMorgan Chase March 2014 - July 2014
Liberty in North Korea August 2013 - December 2013
Humanity in Action January 2013 - July 2013
JPMorgan Chase July 2012 - August 2012
FXCM July 2010 - May 2012
State of New York Office of the Attorney General: Harlem Regional Office June 2009 - October 2009
Skills
Spanish, Research, Legal Research, Microsoft Office, AML, PowerPoint, Microsoft Excel, Outlook, International Relations, Public Speaking, Microsoft Word, Social Media, Google Docs, Wufoo, MailChimp, Salesforce.com, Recruiting, Event Management, Fundraising
Education
City University of New York-John Jay College of Criminal Justice 2007 — 2011
BA, Justice Studies (Humanities and Justice)
Colegio San Viator 1999 — 2006
High School, General Studies
Molly Dunlap Molly Dunlap's UBS Experience January 2005 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS January 2005 - Present
Computer Education Services Corporation 1999 - 2004
Cameron and Barkley May 1998 - October 1999
Education
Clemson University 1994 — 1998
Bachelor of Science in Business, Financial Management
Bishop England High School 1990 — 1994
High School
UBS January 2005 - Present
Computer Education Services Corporation 1999 - 2004
Cameron and Barkley May 1998 - October 1999
Education
Clemson University 1994 — 1998
Bachelor of Science in Business, Financial Management
Bishop England High School 1990 — 1994
High School
Richard Paganelli, CRPC®'s UBS Experience April 2005 - March 2012
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2012 - Present
UBS April 2005 - March 2012
Skills
Retirement Income..., Retirement Planning, Small Business..., Life Insurance, 401k Rollovers, Variable Life, Series 3, Series 7, Series 9, Series 10, Variable Annuities, Investment Advisory, Investment Management, Strategic Financial..., 401k, ETFs, Investments, Insurance, Fixed Annuities, IRAs, Alternative Investments, Separately Managed..., Estate Planning, Wealth Management...
Education
Clarion University of Pennsylvania 1983 — 1987
BSBA, Marketing and Finance
Butler High School 1979 — 1983
Wells Fargo Advisors March 2012 - Present
UBS April 2005 - March 2012
Skills
Retirement Income..., Retirement Planning, Small Business..., Life Insurance, 401k Rollovers, Variable Life, Series 3, Series 7, Series 9, Series 10, Variable Annuities, Investment Advisory, Investment Management, Strategic Financial..., 401k, ETFs, Investments, Insurance, Fixed Annuities, IRAs, Alternative Investments, Separately Managed..., Estate Planning, Wealth Management...
Education
Clarion University of Pennsylvania 1983 — 1987
BSBA, Marketing and Finance
Butler High School 1979 — 1983
Drew Custer Drew Custer's UBS Experience May 2011 - August 2011
Job Vice President at Oriole Properties LLC
Industry Real Estate
Experience
Flagship Properties January 2015 - Present
Flagship Properties June 2014 - Present
Oriole Properties, LLC August 2009 - Present
Flagship Properties January 2014 - July 2014
360 Quote LLC January 2012 - June 2012
UBS May 2011 - August 2011
Earnest & Associates May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Project Management, Accounting, Financial Analysis, PowerPoint, Microsoft Word, Marketing, Strategy
Education
Clemson University - College of Business and Behavioral Science 2013 — 2014
Master of Business Administration (M.B.A.)
Clearwater Christian College 2008 — 2012
Business Administration, Business, Accounting
Hampton Park Christian School 2001 — 2008
High School Diploma
Flagship Properties January 2015 - Present
Flagship Properties June 2014 - Present
Oriole Properties, LLC August 2009 - Present
Flagship Properties January 2014 - July 2014
360 Quote LLC January 2012 - June 2012
UBS May 2011 - August 2011
Earnest & Associates May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Project Management, Accounting, Financial Analysis, PowerPoint, Microsoft Word, Marketing, Strategy
Education
Clemson University - College of Business and Behavioral Science 2013 — 2014
Master of Business Administration (M.B.A.)
Clearwater Christian College 2008 — 2012
Business Administration, Business, Accounting
Hampton Park Christian School 2001 — 2008
High School Diploma
Beth M. Korth, CPA/PFS, CFP ® Beth M. Korth, CPA/PFS, CFP ®'s UBS Experience February 2007 - September 2007
Job Senior Financial Planner at Key Bank
Industry Banking
Experience
Key Bank July 2010 - Present
PNC Bank/National City Bank September 2007 - July 2010
UBS February 2007 - September 2007
McDonald Investments/Key Bank January 2003 - January 2007
Gries Financial October 1999 - December 2002
KPMG December 1997 - October 1999
Chess Financial Corp January 1993 - December 1997
Education
Cleveland State University 1995 — 1998
BBA, Accounting
Key Bank July 2010 - Present
PNC Bank/National City Bank September 2007 - July 2010
UBS February 2007 - September 2007
McDonald Investments/Key Bank January 2003 - January 2007
Gries Financial October 1999 - December 2002
KPMG December 1997 - October 1999
Chess Financial Corp January 1993 - December 1997
Education
Cleveland State University 1995 — 1998
BBA, Accounting
Jessica Golden's UBS Experience 2008 - 2010
Job Director of Operations at Quorum Federal Credit Union
Industry Banking
Experience
Quorum Federal Credit Union September 2013 - Present
Quorum Federal Credit Union February 2013 - September 2013
UBS Investment Bank 2011 - February 2013
UBS Investment Bank 2009 - 2011
UBS 2008 - 2010
UBS 2006 - 2008
UBS 2005 - 2006
MetLife Financial Services 2004 - 2004
General Electric 2003 - 2003
GE Supply 2001 - 2003
Skills
project management, Process Improvement, Six Sigma, Program Management, Change Management, Business Analysis, Offshoring, Business Process..., Operational Excellence, PMO, Process Excellence, Financial Services, Investment Banking, Project Management, Requirements Analysis, Business Process Mapping, Business Intelligence, Software Project..., SharePoint, Training, Leadership, Governance, Data Warehousing, Business Process..., IT Strategy, Strategy, Stakeholder Management, Business Transformation, Management Consulting, Data Analysis
Education
Clemson University 1999 — 2001
MBA, Marketing Research and Technology Management
Clemson University 1994 — 1998
BS, Electrical Engineering
Quorum Federal Credit Union September 2013 - Present
Quorum Federal Credit Union February 2013 - September 2013
UBS Investment Bank 2011 - February 2013
UBS Investment Bank 2009 - 2011
UBS 2008 - 2010
UBS 2006 - 2008
UBS 2005 - 2006
MetLife Financial Services 2004 - 2004
General Electric 2003 - 2003
GE Supply 2001 - 2003
Skills
project management, Process Improvement, Six Sigma, Program Management, Change Management, Business Analysis, Offshoring, Business Process..., Operational Excellence, PMO, Process Excellence, Financial Services, Investment Banking, Project Management, Requirements Analysis, Business Process Mapping, Business Intelligence, Software Project..., SharePoint, Training, Leadership, Governance, Data Warehousing, Business Process..., IT Strategy, Strategy, Stakeholder Management, Business Transformation, Management Consulting, Data Analysis
Education
Clemson University 1999 — 2001
MBA, Marketing Research and Technology Management
Clemson University 1994 — 1998
BS, Electrical Engineering
Michael DiDonna Michael DiDonna's UBS Experience 2012 - 2012
Job Eagle Lending Associate at First Republic Bank
Industry Internet
Experience
First Republic Bank February 2015 - Present
First Republic Bank November 2013 - Present
Montalbano's Pool and Spa November 2007 - June 2014
CarGroup HoldingsLLC September 2012 - April 2013
UBS 2012 - 2012
Skills
Leadership, Customer Service, Management, Team Leadership, Team Building, Research, Marketing, Budgets, Banking, Social Media, Microsoft Office, Sales Management, Strategic Planning, Microsoft Word, Time Management, New Business Development, Negotiation, Cross Selling, Branch Banking, Mortgage Lending, Commercial Lending
Education
City University of New York-College of Staten Island 2008 — 2012
Bachelor's degree, Business/Corporate Communications
First Republic Bank February 2015 - Present
First Republic Bank November 2013 - Present
Montalbano's Pool and Spa November 2007 - June 2014
CarGroup HoldingsLLC September 2012 - April 2013
UBS 2012 - 2012
Skills
Leadership, Customer Service, Management, Team Leadership, Team Building, Research, Marketing, Budgets, Banking, Social Media, Microsoft Office, Sales Management, Strategic Planning, Microsoft Word, Time Management, New Business Development, Negotiation, Cross Selling, Branch Banking, Mortgage Lending, Commercial Lending
Education
City University of New York-College of Staten Island 2008 — 2012
Bachelor's degree, Business/Corporate Communications
Debbie Siegel Debbie Siegel's UBS Experience 1991 - 2001
Job CPA Owner of D. Siegel CPA P.C.
Industry Accounting
Experience
D. Siegel CPA P.C. 2000 - Present
Explorica May 2008 - September 2008
UBS 1991 - 2001
Coopers & Lybrand June 1989 - September 1991
Skills
Tax, Microsoft Excel, Accounting, Budgets, QuickBooks, Tax Preparation, Auditing, Sales Tax, Bookkeeping, Small Business
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance and Accounting
Clarkson University 1985 — 1989
BS, Accounting, Finance
Locust Valley HS
D. Siegel CPA P.C. 2000 - Present
Explorica May 2008 - September 2008
UBS 1991 - 2001
Coopers & Lybrand June 1989 - September 1991
Skills
Tax, Microsoft Excel, Accounting, Budgets, QuickBooks, Tax Preparation, Auditing, Sales Tax, Bookkeeping, Small Business
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance and Accounting
Clarkson University 1985 — 1989
BS, Accounting, Finance
Locust Valley HS
Shelly Khan-Thakoor's UBS Experience August 2006 - December 2013
Job Cost Accountant at WGSN
Industry Accounting
Experience
WGSN June 2014 - Present
UBS August 2006 - December 2013
UBS 2004 - 2006
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Accounting, Financial Modeling, Cost Accounting, Account Reconciliation, Variance Analysis, Corporate Finance, General Ledger, US GAAP, Cash Management, Accounts Payable, SAP
Education
City University of New York-Hunter College 2000 — 2004
Bachelor's degree, Economics
WGSN June 2014 - Present
UBS August 2006 - December 2013
UBS 2004 - 2006
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Accounting, Financial Modeling, Cost Accounting, Account Reconciliation, Variance Analysis, Corporate Finance, General Ledger, US GAAP, Cash Management, Accounts Payable, SAP
Education
City University of New York-Hunter College 2000 — 2004
Bachelor's degree, Economics
Christopher Santopolo Christopher Santopolo's UBS Experience March 2012 - August 2012
Job Compliance at EIG Global Energy Partners
Industry Financial Services
Experience
EIG Global Energy Partners July 2014 - Present
J.P. Morgan August 2013 - July 2014
UBS March 2012 - August 2012
Mintz & Fraade January 2012 - March 2012
New Haven Corporation Counsel May 2011 - August 2011
Regent Wealth Management Group May 2009 - August 2009
Skills
Legal Research, Contract Negotiation, Legal Assistance, Securities, Employment Law, Asset Management, Hedge Funds, Investment Management
Education
Fordham Law School 2010 — 2013
JD
Clemson University - College of Business and Behavioral Science 2006 — 2010
BS, Economics
Hopkins School 2002 — 2006
EIG Global Energy Partners July 2014 - Present
J.P. Morgan August 2013 - July 2014
UBS March 2012 - August 2012
Mintz & Fraade January 2012 - March 2012
New Haven Corporation Counsel May 2011 - August 2011
Regent Wealth Management Group May 2009 - August 2009
Skills
Legal Research, Contract Negotiation, Legal Assistance, Securities, Employment Law, Asset Management, Hedge Funds, Investment Management
Education
Fordham Law School 2010 — 2013
JD
Clemson University - College of Business and Behavioral Science 2006 — 2010
BS, Economics
Hopkins School 2002 — 2006
Jessica Perri's UBS Experience May 2007 - August 2007
Job MBA Candidate, Marshall School of Business
Industry Marketing and Advertising
Experience
USC Marshall School of Business September 2014 - Present
Reynolds American, Inc. 2015 - 2015
Bank of America Merrill Lynch April 2011 - April 2014
Union Bank June 2008 - March 2011
UBS May 2007 - August 2007
Skills
Portfolio Management, Financial Modeling, Due Diligence, Credit Risk, Risk Management, Credit, Analysis, Underwriting, Financial Analysis, Corporate Finance, Valuation, Cash Flow, Financial Services, Cash Management, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business
Master of Business Administration (M.B.A.)
Claremont McKenna College 2004 — 2008
Bachelor of Arts, Economics, Finance, Philosophy
USC Marshall School of Business September 2014 - Present
Reynolds American, Inc. 2015 - 2015
Bank of America Merrill Lynch April 2011 - April 2014
Union Bank June 2008 - March 2011
UBS May 2007 - August 2007
Skills
Portfolio Management, Financial Modeling, Due Diligence, Credit Risk, Risk Management, Credit, Analysis, Underwriting, Financial Analysis, Corporate Finance, Valuation, Cash Flow, Financial Services, Cash Management, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business
Master of Business Administration (M.B.A.)
Claremont McKenna College 2004 — 2008
Bachelor of Arts, Economics, Finance, Philosophy
Andrew Hancock Andrew Hancock's UBS Experience September 2003 - February 2004
Job
Industry Sports
Experience
University of West Florida September 2012 - Present
Cleveland State University August 2007 - August 2012
Northwestern University August 2005 - August 2007
Great Point Capital, LLC November 2004 - January 2007
UBS September 2003 - February 2004
Skills
Market Research, Microsoft Word, Financial Modeling, Organizational..., SPSS, Sports, Strategic Planning, Financial Analysis, Social Media, Fundraising, Public Speaking, Event Planning, Social Media Marketing, Microsoft Excel, Team Leadership, Management, Marketing, Team Building, Data Analysis, Research, Marketing Strategy, Sales, Finance, Training, Organizational..., Microsoft Office, Teaching, Salesforce.com, Economics, Cpr Certified, Coaching, PowerPoint, Customer Service, Athletic Training, Event Management, Negotiation, Higher Education, Valuation, Sales Management, Athletics, Account Management, Investments, Non-profits, Swimming, Time Management, Sports Management, Forecasting, Retail, Business Strategy
Education
Cleveland State University 2008 — 2012
Master of Education (M.Ed.), Kinesiology and Exercise Science
Cleveland State University 2000 — 2004
BBA, Finance
University of West Florida September 2012 - Present
Cleveland State University August 2007 - August 2012
Northwestern University August 2005 - August 2007
Great Point Capital, LLC November 2004 - January 2007
UBS September 2003 - February 2004
Skills
Market Research, Microsoft Word, Financial Modeling, Organizational..., SPSS, Sports, Strategic Planning, Financial Analysis, Social Media, Fundraising, Public Speaking, Event Planning, Social Media Marketing, Microsoft Excel, Team Leadership, Management, Marketing, Team Building, Data Analysis, Research, Marketing Strategy, Sales, Finance, Training, Organizational..., Microsoft Office, Teaching, Salesforce.com, Economics, Cpr Certified, Coaching, PowerPoint, Customer Service, Athletic Training, Event Management, Negotiation, Higher Education, Valuation, Sales Management, Athletics, Account Management, Investments, Non-profits, Swimming, Time Management, Sports Management, Forecasting, Retail, Business Strategy
Education
Cleveland State University 2008 — 2012
Master of Education (M.Ed.), Kinesiology and Exercise Science
Cleveland State University 2000 — 2004
BBA, Finance
Jamie Markovitz Hoffman Jamie Markovitz Hoffman's UBS Experience September 2005 - February 2007
Job Head of Business Development at Wellcaster
Industry Internet
Experience
Wellcaster January 2014 - Present
Must Have Yoga, inc. September 2010 - Present
MHY June 2008 - September 2011
UBS September 2005 - February 2007
UBS Wealth Management May 2004 - February 2007
UBS May 1995 - February 2007
UBS November 2002 - September 2005
UBS January 2003 - January 2005
UBS November 2001 - December 2002
UBS Wealth Management May 2000 - November 2001
Skills
Entrepreneur, Business Strategy, Problem Solving, Start-ups, Strategy Development, Team Building, Strategic Planning, Strategy, Change Management, Entrepreneurship, Leadership, Organizational..., Program Management, Risk Management, Marketing, Sales, Business Development, Cross-functional Team..., Fundraising, Forecasting, Strategic Partnerships, Management Consulting, Operations Management, Executive Management, Management, CRM
Education
Columbia University - Columbia Business School 2008 — 2008
Executive Education, Greater Returns Program
Clark University 1986 — 1990
The Bronx HS of Science 1982 — 1986
Wellcaster January 2014 - Present
Must Have Yoga, inc. September 2010 - Present
MHY June 2008 - September 2011
UBS September 2005 - February 2007
UBS Wealth Management May 2004 - February 2007
UBS May 1995 - February 2007
UBS November 2002 - September 2005
UBS January 2003 - January 2005
UBS November 2001 - December 2002
UBS Wealth Management May 2000 - November 2001
Skills
Entrepreneur, Business Strategy, Problem Solving, Start-ups, Strategy Development, Team Building, Strategic Planning, Strategy, Change Management, Entrepreneurship, Leadership, Organizational..., Program Management, Risk Management, Marketing, Sales, Business Development, Cross-functional Team..., Fundraising, Forecasting, Strategic Partnerships, Management Consulting, Operations Management, Executive Management, Management, CRM
Education
Columbia University - Columbia Business School 2008 — 2008
Executive Education, Greater Returns Program
Clark University 1986 — 1990
The Bronx HS of Science 1982 — 1986
Robert J. Clark Robert J. Clark's UBS Experience July 2011 - December 2011
Job Investment Banking Associate at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps February 2015 - Present
Duff & Phelps August 2014 - February 2015
American Appraisal Associates March 2013 - August 2014
The Steven L. Newman Real Estate Institute July 2012 - March 2013
UBS July 2011 - December 2011
Skills
Financial Modeling, Valuation, DCF, Capital IQ, Bloomberg Terminal, Microsoft Office, Microsoft Excel, LBO, Bloomberg, Comparative Analysis, Equity Research, Adobe Contribute, Reuters, Adobe Captivate, Real Estate, Real Estate Financing, Real Estate Economics, Financial Statement..., Microsoft PowerPoint, Equities, Investments, Fixed Income, Financial Analysis, Finance, Purchase Price..., Fairness Opinions, Mergers & Acquisitions, Asset Management, Analysis, Corporate Finance, Equity Valuation, Capital Markets, Portfolio Management, Investment Banking
Education
Clemson University - College of Business and Behavioral Science 2006 — 2010
B.S. Financial Management, Corporate Finance, Minor in Accounting
Duff & Phelps February 2015 - Present
Duff & Phelps August 2014 - February 2015
American Appraisal Associates March 2013 - August 2014
The Steven L. Newman Real Estate Institute July 2012 - March 2013
UBS July 2011 - December 2011
Skills
Financial Modeling, Valuation, DCF, Capital IQ, Bloomberg Terminal, Microsoft Office, Microsoft Excel, LBO, Bloomberg, Comparative Analysis, Equity Research, Adobe Contribute, Reuters, Adobe Captivate, Real Estate, Real Estate Financing, Real Estate Economics, Financial Statement..., Microsoft PowerPoint, Equities, Investments, Fixed Income, Financial Analysis, Finance, Purchase Price..., Fairness Opinions, Mergers & Acquisitions, Asset Management, Analysis, Corporate Finance, Equity Valuation, Capital Markets, Portfolio Management, Investment Banking
Education
Clemson University - College of Business and Behavioral Science 2006 — 2010
B.S. Financial Management, Corporate Finance, Minor in Accounting
Monica Yoder's UBS Experience 1985 - 1999
Job
Industry Higher Education
Experience
Stanford Graduate School of Business August 2014 - Present
Stanford Graduate School of Business June 2012 - July 2014
Stanford Graduate School of Business April 2009 - June 2012
Merrill Lynch 1999 - 2008
UBS 1985 - 1999
Education
University of Pennsylvania - The Wharton School
Securities Industry Institute - 3 year certificate program
City University of New York-Hunter College
BA, English
Penn State University
Biology
Stanford Graduate School of Business August 2014 - Present
Stanford Graduate School of Business June 2012 - July 2014
Stanford Graduate School of Business April 2009 - June 2012
Merrill Lynch 1999 - 2008
UBS 1985 - 1999
Education
University of Pennsylvania - The Wharton School
Securities Industry Institute - 3 year certificate program
City University of New York-Hunter College
BA, English
Penn State University
Biology
Joe Dell'Olio's UBS Experience March 2005 - Present
Job Associate Director, Systems Development at UBS
Industry Information Technology and Services
Experience
UBS March 2005 - Present
OLQP 2007 - 2009
Education
City University of New York-College of Staten Island 1982 — 1985
UBS March 2005 - Present
OLQP 2007 - 2009
Education
City University of New York-College of Staten Island 1982 — 1985
Janette Lopez-Silvero's UBS Experience 1994 - 1996
Job Project Coordinator & Planning Latin America
Industry Banking
Experience
HSBC September 2006 - Present
JPMorgan Chase 1998 - 2006
Nomura Securities 1996 - 1998
UBS 1994 - 1996
Skills
Wealth Management
Education
John Jay College of Criminal Justice
Bachelor's degree, Criminal Justice
HSBC September 2006 - Present
JPMorgan Chase 1998 - 2006
Nomura Securities 1996 - 1998
UBS 1994 - 1996
Skills
Wealth Management
Education
John Jay College of Criminal Justice
Bachelor's degree, Criminal Justice
Carlos Lede's UBS Experience 2006 - Present
Job Director at UBS Securities LLC
Industry Banking
Experience
UBS Securities LLC Regulatory Inquiring and RelationsUBS Investment BankJuly 2012 - Present
UBS 2006 - Present
UBS Investment Bank 1990 - Present
Shearson 1979 - 1985
Skills
Equities, Back Office, Fixed Income, Middle Office, Prime Brokerage
Education
City University of New York-College of Staten Island 1975 — 1978
UBS Securities LLC Regulatory Inquiring and RelationsUBS Investment BankJuly 2012 - Present
UBS 2006 - Present
UBS Investment Bank 1990 - Present
Shearson 1979 - 1985
Skills
Equities, Back Office, Fixed Income, Middle Office, Prime Brokerage
Education
City University of New York-College of Staten Island 1975 — 1978
Bill McColl's UBS Experience Financial PlannerUBS1989 - 2007
Job Vice President at UBS
Industry Financial Services
Experience
UBS Financial PlannerUBS1989 - 2007
Education
Claremont McKenna College 1980 — 1984
UBS Financial PlannerUBS1989 - 2007
Education
Claremont McKenna College 1980 — 1984
Angela Grijalva's UBS Experience June 2003 - October 2006
Job Registered Client Service Associate at Smith Barney
Industry Financial Services
Experience
Spencer Trask Ventures, Inc. November 2007 - November 2008
Smith Barney October 2006 - September 2007
UBS June 2003 - October 2006
Fossil October 1999 - June 2003
Kate's Paperie March 1998 - October 1999
Skills
Portfolio Management, Investments
Education
City University of New York-Hunter College 2009 — 2012
English, Science, Adolescent Education
Nassau Community College 1991 — 1993
Manhattan College
Spencer Trask Ventures, Inc. November 2007 - November 2008
Smith Barney October 2006 - September 2007
UBS June 2003 - October 2006
Fossil October 1999 - June 2003
Kate's Paperie March 1998 - October 1999
Skills
Portfolio Management, Investments
Education
City University of New York-Hunter College 2009 — 2012
English, Science, Adolescent Education
Nassau Community College 1991 — 1993
Manhattan College
John Vanegas's UBS Experience July 2006 - April 2011
Job Manager Network Engineering at North ShoreLIJ Health System
Industry Hospital & Health Care
Experience
North Shore-LIJ Health System February 2013 - Present
Allscripts April 2011 - Present
UBS July 2006 - April 2011
North Shore LIJ Health System October 2000 - July 2006
Skills
IT Strategy, Windows Server, Disaster Recovery, Cisco Technologies, VMware, Data Center, Network Administration, Network Engineering, Vendor Management, Troubleshooting, ITIL, Active Directory, Security, IT Management, VoIP, IT Operations, Network Security, Virtualization, VMware ESX, DNS, Citrix, Servers, System Deployment, Microsoft Exchange, Firewalls, WAN, TCP/IP, System Administration
Education
University of Phoenix 2005 — 2008
MS, Information Systems
City University of New York-John Jay College of Criminal Justice 1987 — 1991
BS, Information Systems
North Shore-LIJ Health System February 2013 - Present
Allscripts April 2011 - Present
UBS July 2006 - April 2011
North Shore LIJ Health System October 2000 - July 2006
Skills
IT Strategy, Windows Server, Disaster Recovery, Cisco Technologies, VMware, Data Center, Network Administration, Network Engineering, Vendor Management, Troubleshooting, ITIL, Active Directory, Security, IT Management, VoIP, IT Operations, Network Security, Virtualization, VMware ESX, DNS, Citrix, Servers, System Deployment, Microsoft Exchange, Firewalls, WAN, TCP/IP, System Administration
Education
University of Phoenix 2005 — 2008
MS, Information Systems
City University of New York-John Jay College of Criminal Justice 1987 — 1991
BS, Information Systems
Merlin St.Hilaire's UBS Experience 1996 - Present
Job Operations Manager at UBS
Industry Banking
Experience
UBS 1996 - Present
Skills
Risk Management, Process Improvement, Back Office, Financial Risk, Financial Analysis, Middle Office, Fixed Income, Bloomberg, Equities, Options, Accounting, Trading, FX Options, Derivatives, Microsoft Excel, Investments, Series 7, Finance, Change Management, Securities, Banking, Account Reconciliation, Investment Banking, Credit, Asset Managment, Bonds, Capital Markets, Corporate Finance, Credit Risk, Foreign Exchange
Education
City University of New York-Herbert H. Lehman College 1989 — 1993
B.Sc, Accounting
UBS 1996 - Present
Skills
Risk Management, Process Improvement, Back Office, Financial Risk, Financial Analysis, Middle Office, Fixed Income, Bloomberg, Equities, Options, Accounting, Trading, FX Options, Derivatives, Microsoft Excel, Investments, Series 7, Finance, Change Management, Securities, Banking, Account Reconciliation, Investment Banking, Credit, Asset Managment, Bonds, Capital Markets, Corporate Finance, Credit Risk, Foreign Exchange
Education
City University of New York-Herbert H. Lehman College 1989 — 1993
B.Sc, Accounting
Annmarie Breen's UBS Experience Technical Project ManagerIBMJanuary 2006 - July 2007
Job Project Manager/Infrastructure Service Delivery Manager at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Technical Project ManagerIBMJanuary 2006 - July 2007
Deutsche Bank 1994 - 2005
Bankers Trust 1994 - 2005
Smith Barney 1990 - 1994
Shearson 1985 - 1994
Shearson Lehman Bros. 1985 - 1989
Federal Reserve Bank of New York January 1980 - November 1985
Education
City University of New York-Hunter College
UBS Technical Project ManagerIBMJanuary 2006 - July 2007
Deutsche Bank 1994 - 2005
Bankers Trust 1994 - 2005
Smith Barney 1990 - 1994
Shearson 1985 - 1994
Shearson Lehman Bros. 1985 - 1989
Federal Reserve Bank of New York January 1980 - November 1985
Education
City University of New York-Hunter College
Deborah Perrin ITILv3's UBS Experience October 2011 - Present
Job MNS Business Analyst at UBS
Industry Information Technology and Services
Experience
UBS October 2011 - Present
UBS October 2010 - October 2011
Pfizer Pharmaceuticals February 2010 - October 2010
Unisys Corporation May 2007 - March 2009
Unisys April 2005 - April 2007
NYS - OMH Queens Children's Psychiatric Center April 2004 - March 2005
Project Liberty April 2003 - March 2004
Episcopal Health Services Inc April 1987 - November 2002
First Bankers Trust Company 1977 - 1987
Skills
Team Leadership, Problem Management, Performing, Incident Management, Outsourcing, Process Improvement, Integration, IT Management, Technical Support, Servers, Program Management, IT Service Management, Project Management, Security, IT Operations, Disaster Recovery, Service Delivery, Training, Team Building, Leadership, Management, Sla, Vendor Management, Networking, Analysis, Business Process, CRM, Troubleshooting, ITIL, Technical Writing, Business Analysis, Information Technology, PMO, IT Strategy, Governance, PMP, Project Portfolio...
Education
IIL 2009 — 2009
City University of New York-Hunter College 1968 — 1972
BA, English
Fort Hamilton High School 1965 — 1968
UBS October 2011 - Present
UBS October 2010 - October 2011
Pfizer Pharmaceuticals February 2010 - October 2010
Unisys Corporation May 2007 - March 2009
Unisys April 2005 - April 2007
NYS - OMH Queens Children's Psychiatric Center April 2004 - March 2005
Project Liberty April 2003 - March 2004
Episcopal Health Services Inc April 1987 - November 2002
First Bankers Trust Company 1977 - 1987
Skills
Team Leadership, Problem Management, Performing, Incident Management, Outsourcing, Process Improvement, Integration, IT Management, Technical Support, Servers, Program Management, IT Service Management, Project Management, Security, IT Operations, Disaster Recovery, Service Delivery, Training, Team Building, Leadership, Management, Sla, Vendor Management, Networking, Analysis, Business Process, CRM, Troubleshooting, ITIL, Technical Writing, Business Analysis, Information Technology, PMO, IT Strategy, Governance, PMP, Project Portfolio...
Education
IIL 2009 — 2009
City University of New York-Hunter College 1968 — 1972
BA, English
Fort Hamilton High School 1965 — 1968
Joseph Reese's UBS Experience April 2005 - October 2008
Job Systems Analyst WindowsCitrix at The New York Times
Industry Information Technology and Services
Experience
The New York Times October 2008 - Present
UBS Financial Services April 2005 - October 2008
UBS April 2005 - October 2008
UBS Financial April 2005 - October 2008
EBS Dealing Resources Inc. August 2000 - April 2005
EBS 2000 - 2005
Skills
Citrix, VMware, Windows 2000, Dell PowerEdge Servers, Vendor Management, Windows Server, Unix, Windows XP, Altiris, XP, Microsoft Office, Infrastructure, Windows, IT Management, Disaster Recovery, Enterprise Software, Active Directory, Windows 7, SDLC, Servers, IT Strategy, ITIL, Leadership, System Deployment
Education
City University of New York-College of Staten Island 1984 — 1988
The New York Times October 2008 - Present
UBS Financial Services April 2005 - October 2008
UBS April 2005 - October 2008
UBS Financial April 2005 - October 2008
EBS Dealing Resources Inc. August 2000 - April 2005
EBS 2000 - 2005
Skills
Citrix, VMware, Windows 2000, Dell PowerEdge Servers, Vendor Management, Windows Server, Unix, Windows XP, Altiris, XP, Microsoft Office, Infrastructure, Windows, IT Management, Disaster Recovery, Enterprise Software, Active Directory, Windows 7, SDLC, Servers, IT Strategy, ITIL, Leadership, System Deployment
Education
City University of New York-College of Staten Island 1984 — 1988
Julie Maguire's UBS Experience 2005 - 2008
Job Private Curator
Industry Fine Art
Experience
Brett Weston Archive 2008 - Present
UBS 2005 - 2008
Citigroup Art Advisory 1997 - 2005
Skills
Art History, Painting, Research, Photography, Photoshop, Art, Curating, Museums, Editing, Contemporary Art, Museum Collections, Fine Art, Galleries, History, Visual Arts, Arts Administration, Fundraising, Art Exhibitions, Sculpture, Digital Photography, Public Art, Archives
Education
Hunter College 2002 — 2005
MA, Art History
James Madison University 1991 — 1995
Bachelor of Arts (BA), Theatre/Art History
Brett Weston Archive 2008 - Present
UBS 2005 - 2008
Citigroup Art Advisory 1997 - 2005
Skills
Art History, Painting, Research, Photography, Photoshop, Art, Curating, Museums, Editing, Contemporary Art, Museum Collections, Fine Art, Galleries, History, Visual Arts, Arts Administration, Fundraising, Art Exhibitions, Sculpture, Digital Photography, Public Art, Archives
Education
Hunter College 2002 — 2005
MA, Art History
James Madison University 1991 — 1995
Bachelor of Arts (BA), Theatre/Art History
Greg Bologna's UBS Experience 1997 - 2007
Job Director, News Application Support
Industry Information Technology and Services
Experience
Thomson Reuters January 2008 - Present
Chappaqua Fire Department 1999 - Present
Mount Pleasant Chief's Association March 2014 - Present
UBS 1997 - 2007
IBM Corporation October 1976 - February 1997
Skills
ElasticSearch, Microsoft FAST search, 24x7 Production Support, IT Management, Release Management, Integration, Project Management, Change Management, Enterprise Architecture, Incident Management, Process Improvement, Vendor Management, Requirements Analysis, Program Management, Risk Management, IT Strategy, SDLC, Project Portfolio..., Business Analysis, ITIL, Disaster Recovery, PMO, Virtualization, Quality Assurance..., Quality Assurance
Education
New York University 1981 — 1986
Post Graduate Studies, Personnel Psychology
City University of New York-Herbert H. Lehman College 1971 — 1976
Bachelor's degree, Psychology
New York University
Certification in Software Engineering, Computer Software Engineering
Mount Saint Michael High School 1967 — 1971
High School Diploma
Thomson Reuters January 2008 - Present
Chappaqua Fire Department 1999 - Present
Mount Pleasant Chief's Association March 2014 - Present
UBS 1997 - 2007
IBM Corporation October 1976 - February 1997
Skills
ElasticSearch, Microsoft FAST search, 24x7 Production Support, IT Management, Release Management, Integration, Project Management, Change Management, Enterprise Architecture, Incident Management, Process Improvement, Vendor Management, Requirements Analysis, Program Management, Risk Management, IT Strategy, SDLC, Project Portfolio..., Business Analysis, ITIL, Disaster Recovery, PMO, Virtualization, Quality Assurance..., Quality Assurance
Education
New York University 1981 — 1986
Post Graduate Studies, Personnel Psychology
City University of New York-Herbert H. Lehman College 1971 — 1976
Bachelor's degree, Psychology
New York University
Certification in Software Engineering, Computer Software Engineering
Mount Saint Michael High School 1967 — 1971
High School Diploma
Yelena Chernov's UBS Experience January 2004 - Present
Job Associate Director, Systems Development at UBS Financial
Industry Financial Services
Experience
UBS January 2004 - Present
UBS Wealth Management 2000 - Present
UBS Financial January 2000 - January 2004
Skills
Software Project..., Data Warehousing, IT Strategy, Business Analysis, Vendor Management, SDLC, Enterprise Architecture, Oracle, IT Management, Disaster Recovery
Education
City University of New York-Brooklyn College 1996 — 2000
Bachelor of Science (BS), Computer Science
UBS January 2004 - Present
UBS Wealth Management 2000 - Present
UBS Financial January 2000 - January 2004
Skills
Software Project..., Data Warehousing, IT Strategy, Business Analysis, Vendor Management, SDLC, Enterprise Architecture, Oracle, IT Management, Disaster Recovery
Education
City University of New York-Brooklyn College 1996 — 2000
Bachelor of Science (BS), Computer Science
Sergio Isper's UBS Experience 1997 - 2004
Job Incidente manager
Industry Financial Services
Experience
Federal Reserve Bank of New York September 2015 - Present
Citigroup October 2013 - July 2015
CIT May 2013 - October 2013
Citigroup October 2007 - May 2013
RBCCM December 2004 - October 2007
RBC Capital Markets 2004 - 2007
UBS 1997 - 2004
Skills
Trading Systems, Market Data, Equities, Electronic Trading, Vendor Management, Derivatives, Capital Markets, SDLC, Analysis, Risk Management, Project Management, User Acceptance Testing, Disaster Recovery, Sybase, Prime Brokerage, Trading, Management, Portfolio Management, Fixed Income, Business Requirements, IT Strategy, Interest Rate..., Operations Management, Options, Back Office, Troubleshooting, Financial Markets, Equity Derivatives, Investment Banking, Finance, Quality Assurance, Testing, Financial Services, Requirements Gathering, Middle Office, Relationship Management, Infrastructure, Securities, PMO, Business Analysis, Banking, Operational Risk..., Financial Risk, Governance, Project Portfolio..., Business Continuity, Offshoring
Education
Stevens Institute of Technology 1999 — 2002
MA, Management of Information Systems
Hunter College 1987 — 1991
Federal Reserve Bank of New York September 2015 - Present
Citigroup October 2013 - July 2015
CIT May 2013 - October 2013
Citigroup October 2007 - May 2013
RBCCM December 2004 - October 2007
RBC Capital Markets 2004 - 2007
UBS 1997 - 2004
Skills
Trading Systems, Market Data, Equities, Electronic Trading, Vendor Management, Derivatives, Capital Markets, SDLC, Analysis, Risk Management, Project Management, User Acceptance Testing, Disaster Recovery, Sybase, Prime Brokerage, Trading, Management, Portfolio Management, Fixed Income, Business Requirements, IT Strategy, Interest Rate..., Operations Management, Options, Back Office, Troubleshooting, Financial Markets, Equity Derivatives, Investment Banking, Finance, Quality Assurance, Testing, Financial Services, Requirements Gathering, Middle Office, Relationship Management, Infrastructure, Securities, PMO, Business Analysis, Banking, Operational Risk..., Financial Risk, Governance, Project Portfolio..., Business Continuity, Offshoring
Education
Stevens Institute of Technology 1999 — 2002
MA, Management of Information Systems
Hunter College 1987 — 1991
Brian Arthur's UBS Experience April 2006 - July 2012
Job Vice President Internal Sales at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - Present
UBS April 2006 - July 2012
Prudential Bank & Trust 1990 - 2004
Prudential Bank 1990 - 2004
Skills
Product Management, Product Development, Strategic Planning, Business Analysis, P&L Management, Financial Modeling, Customer Relations, Team Building, Customer Service, Analytics, Competitive Analysis, Banking, Credit, Finance, Financial Services, Investments, Management, Portfolio Management, Risk Management, Securities, Wealth Management
Education
Emory University - Goizueta Business School 1989 — 1991
MBA, Finance and Financial Management Services
Clemson University 1985 — 1989
B.S., Financial Management
Raymond James Financial Inc. November 2012 - Present
UBS April 2006 - July 2012
Prudential Bank & Trust 1990 - 2004
Prudential Bank 1990 - 2004
Skills
Product Management, Product Development, Strategic Planning, Business Analysis, P&L Management, Financial Modeling, Customer Relations, Team Building, Customer Service, Analytics, Competitive Analysis, Banking, Credit, Finance, Financial Services, Investments, Management, Portfolio Management, Risk Management, Securities, Wealth Management
Education
Emory University - Goizueta Business School 1989 — 1991
MBA, Finance and Financial Management Services
Clemson University 1985 — 1989
B.S., Financial Management
Al Wagner's UBS Experience July 2012 - Present
Job Director at UBS AG
Industry Information Technology and Services
Experience
UBS July 2012 - Present
UBS Investment Bank January 2009 - Present
UBS January 2010 - July 2012
UBS Investment Bank May 2007 - January 2010
UBS Investment Bank May 2007 - January 2009
UBS Investment Bank July 2006 - May 2007
Lehman College June 2000 - June 2006
NYU School of Medicine May 1999 - June 2000
Skills
Trend Analysis, Cost Management, Vendor Management, Continuous Improvement, Contract Management, Customer Service, Building Relationships, Data Analysis, PMO, Data Loss Protection, Legal Hold, Process Optimization, Business Continuity..., Risk Assessment, Enterprise Risk..., Business Continuity, Disaster Recovery, Infrastructure, Program Management, Risk Management, Software Documentation, ITIL, Information Technology, Governance, Project Portfolio..., IT Operations, IT Management
Education
City University of New York-Herbert H. Lehman College 1996 — 2000
Psychology
UBS July 2012 - Present
UBS Investment Bank January 2009 - Present
UBS January 2010 - July 2012
UBS Investment Bank May 2007 - January 2010
UBS Investment Bank May 2007 - January 2009
UBS Investment Bank July 2006 - May 2007
Lehman College June 2000 - June 2006
NYU School of Medicine May 1999 - June 2000
Skills
Trend Analysis, Cost Management, Vendor Management, Continuous Improvement, Contract Management, Customer Service, Building Relationships, Data Analysis, PMO, Data Loss Protection, Legal Hold, Process Optimization, Business Continuity..., Risk Assessment, Enterprise Risk..., Business Continuity, Disaster Recovery, Infrastructure, Program Management, Risk Management, Software Documentation, ITIL, Information Technology, Governance, Project Portfolio..., IT Operations, IT Management
Education
City University of New York-Herbert H. Lehman College 1996 — 2000
Psychology
Andrew Sinn's UBS Experience April 2000 - August 2007
Job Finance and IS Professional
Industry Information Services
Experience
Life Safety Consultants, Inc. November 2005 - Present
Ryan Labs Asset Management January 2008 - January 2011
UBS April 2000 - August 2007
Credit Suisse 1995 - 2000
PaineWebber 1986 - 1996
Gintelco 1984 - 1986
Skills
Contract Negotiation, Payroll, Accounts Payable, Liaison, Fixed Income, Equities, Securities, Business Analysis, Investments, COBOL, Business Requirements, Project Management, SDLC, Finance, Requirements Gathering, Leadership, Process Improvement, Databases
Education
City University of New York-Hunter College 1973 — 1981
BA, Economics
Rhodes 1967 — 1973
College Preparatory, Science
PS 130 1961 — 1967
Elementary School, 3R's
Life Safety Consultants, Inc. November 2005 - Present
Ryan Labs Asset Management January 2008 - January 2011
UBS April 2000 - August 2007
Credit Suisse 1995 - 2000
PaineWebber 1986 - 1996
Gintelco 1984 - 1986
Skills
Contract Negotiation, Payroll, Accounts Payable, Liaison, Fixed Income, Equities, Securities, Business Analysis, Investments, COBOL, Business Requirements, Project Management, SDLC, Finance, Requirements Gathering, Leadership, Process Improvement, Databases
Education
City University of New York-Hunter College 1973 — 1981
BA, Economics
Rhodes 1967 — 1973
College Preparatory, Science
PS 130 1961 — 1967
Elementary School, 3R's
Annie Burke's UBS Experience August 2015 - Present
Job Event Marketing at UBS
Industry Information Services
Experience
UBS August 2015 - Present
Deutsche Bank July 2011 - March 2015
Bank of America Merrill Lynch January 2010 - June 2011
The Royal Bank of Scotland September 2006 - December 2009
The Whitney Museum of American Art April 2005 - September 2006
The Solomon R. Guggenheim Museum September 2003 - April 2005
Skills
Event Planning, Event Management, Management, Investment Banking, Marketing, Financial Modeling, Capital Markets, Marketing Communications, Social Media, Strategic Planning, Philanthropy, Leadership
Education
Cornell University - Johnson Graduate School of Management 2015 — 2016
Certificate, Marketing Strategy
Clemson University 1999 — 2003
NYU School of Professional Studies
Business Writing and Economic Politics
UBS August 2015 - Present
Deutsche Bank July 2011 - March 2015
Bank of America Merrill Lynch January 2010 - June 2011
The Royal Bank of Scotland September 2006 - December 2009
The Whitney Museum of American Art April 2005 - September 2006
The Solomon R. Guggenheim Museum September 2003 - April 2005
Skills
Event Planning, Event Management, Management, Investment Banking, Marketing, Financial Modeling, Capital Markets, Marketing Communications, Social Media, Strategic Planning, Philanthropy, Leadership
Education
Cornell University - Johnson Graduate School of Management 2015 — 2016
Certificate, Marketing Strategy
Clemson University 1999 — 2003
NYU School of Professional Studies
Business Writing and Economic Politics
Abdul-Aziz Abdul-Rahman's UBS Experience January 2004 - May 2004
Job Child Protective Specialist
Industry Government Administration
Experience
City of New York October 2014 - Present
Maryland State August 2012 - October 2014
Red Roof Inns 2011 - 2011
MBPO January 2008 - June 2008
CVS Caremark Corporation January 2007 - 2008
Center for the Intergration and Advancement of New Americans 2007 - 2007
UBS January 2004 - May 2004
Skills
Data Analysis, Qualitative Research, Research, Quantitative Research, Leadership, SPSS, Analysis, Market Research, Statistics, Management, Public Speaking, Microsoft Office, Fundraising, Nonprofits, Policy, Program Evaluation, Microsoft Excel, Public Health, Project Management, Policy Analysis, Training, Access, Program Management, Customer Service, PowerPoint, Grants, Editing, Teaching, Community Outreach, Social Services, Social Work, Social Media, Social Networking, Investigation, social analysis, Social Skills
Education
City University of New York-Herbert H. Lehman College 2009 — 2010
Bachelor's degree, Sociology
City University of New York-Hunter College 2001 — 2004
BA, Economics
Koforidua Polytechnic 1999 — 2001
Associate's degree, Marketing/Marketing Management, General, First Class
City of New York October 2014 - Present
Maryland State August 2012 - October 2014
Red Roof Inns 2011 - 2011
MBPO January 2008 - June 2008
CVS Caremark Corporation January 2007 - 2008
Center for the Intergration and Advancement of New Americans 2007 - 2007
UBS January 2004 - May 2004
Skills
Data Analysis, Qualitative Research, Research, Quantitative Research, Leadership, SPSS, Analysis, Market Research, Statistics, Management, Public Speaking, Microsoft Office, Fundraising, Nonprofits, Policy, Program Evaluation, Microsoft Excel, Public Health, Project Management, Policy Analysis, Training, Access, Program Management, Customer Service, PowerPoint, Grants, Editing, Teaching, Community Outreach, Social Services, Social Work, Social Media, Social Networking, Investigation, social analysis, Social Skills
Education
City University of New York-Herbert H. Lehman College 2009 — 2010
Bachelor's degree, Sociology
City University of New York-Hunter College 2001 — 2004
BA, Economics
Koforidua Polytechnic 1999 — 2001
Associate's degree, Marketing/Marketing Management, General, First Class
Kelly Orzillo's UBS Experience October 2011 - March 2013
Job Wealth and Investment Management Risk Remediation
Industry Financial Services
Experience
Financial Services - Wealth and Investment Management June 2015 - Present
Barclays March 2013 - April 2015
UBS October 2011 - March 2013
Morgan Stanley Smith Barney July 2010 - September 2011
Morgan Stanley September 2009 - July 2010
Morgan Stanley May 2005 - August 2009
New York Life Insurance Company July 2003 - May 2005
New York Life August 2002 - December 2003
International Fund Administration April 2002 - July 2002
Cleary Gottlieb Steen & Hamilton LLP April 2000 - March 2002
Skills
Vendor Management, Series 7, Financial Risk, FINRA, Financial Regulation, Compliance, Business Continuity, Operational Risk..., Operational Risk, Wealth Management, Broker-Dealer, Training, Risk Management, Mutual Funds, Financial Services, Securities, Management, Internal Audit, Equities, Fixed Income, Banking
Education
The Chicago School of Professional Psychology 2007 — 2010
Master of Arts, Industrial/Organizational Psychology
City University of New York-John Jay College of Criminal Justice 1997 — 1999
Bachelor of Arts, Forensic Psychology
Financial Services - Wealth and Investment Management June 2015 - Present
Barclays March 2013 - April 2015
UBS October 2011 - March 2013
Morgan Stanley Smith Barney July 2010 - September 2011
Morgan Stanley September 2009 - July 2010
Morgan Stanley May 2005 - August 2009
New York Life Insurance Company July 2003 - May 2005
New York Life August 2002 - December 2003
International Fund Administration April 2002 - July 2002
Cleary Gottlieb Steen & Hamilton LLP April 2000 - March 2002
Skills
Vendor Management, Series 7, Financial Risk, FINRA, Financial Regulation, Compliance, Business Continuity, Operational Risk..., Operational Risk, Wealth Management, Broker-Dealer, Training, Risk Management, Mutual Funds, Financial Services, Securities, Management, Internal Audit, Equities, Fixed Income, Banking
Education
The Chicago School of Professional Psychology 2007 — 2010
Master of Arts, Industrial/Organizational Psychology
City University of New York-John Jay College of Criminal Justice 1997 — 1999
Bachelor of Arts, Forensic Psychology
Rosa Bavaro's UBS Experience 2010 - January 2013
Job Marketing and Sourcing Executive
Industry Financial Services
Experience
Greater NY area 2013 - Present
Deutsche Bank April 2014 - December 2014
UBS 2010 - January 2013
UBS 2007 - November 2010
UBS January 2000 - June 2007
UBS Wealth Management US Head of Creative Services January 2000 - January 2007
UBS Financial Services 2000 - 2007
PaineWebber Private Client Group 1995 - 2000
Sara Lee January 1988 - January 1991
HMG Worldwide 1988 - 1991
Skills
Corporate Communications, Marketing Strategy, Marketing Communications, Brand Management, Series 7, Integrated Marketing, Management, Budgets, Marketing, Marketing Management, Product Marketing, Creative Strategy, Graphic Design, Program Management, Internal Communications, Project Management, Public Relations, Strategic Communications
Education
City University of New York-Hunter College 1967 — 1971
BA, Art Advertising and Education
Istituto di Lingua Italiana - Florence
Language
Greater NY area 2013 - Present
Deutsche Bank April 2014 - December 2014
UBS 2010 - January 2013
UBS 2007 - November 2010
UBS January 2000 - June 2007
UBS Wealth Management US Head of Creative Services January 2000 - January 2007
UBS Financial Services 2000 - 2007
PaineWebber Private Client Group 1995 - 2000
Sara Lee January 1988 - January 1991
HMG Worldwide 1988 - 1991
Skills
Corporate Communications, Marketing Strategy, Marketing Communications, Brand Management, Series 7, Integrated Marketing, Management, Budgets, Marketing, Marketing Management, Product Marketing, Creative Strategy, Graphic Design, Program Management, Internal Communications, Project Management, Public Relations, Strategic Communications
Education
City University of New York-Hunter College 1967 — 1971
BA, Art Advertising and Education
Istituto di Lingua Italiana - Florence
Language
Jared Scheer's UBS Experience August 2005 - March 2006
Job Systems Engineer
Industry Financial Services
Experience
Wall Street Access November 2012 - Present
Rodman & Renshaw May 2011 - August 2012
Hudson Securities March 2006 - July 2011
UBS August 2005 - March 2006
UBS Capital Markets November 2004 - August 2005
Charles Schwab Capital Markets 1993 - 2004
Mayer & Schweitzer 1991 - 1993
Skills
Trading Systems, Electronic Trading, Equity Trading, Equities, Market Data, Bloomberg, Capital Markets, Fixed Income, Hedge Funds, MDSL, Contract Management, Vendor Management, IPC, ThomsonOne, Sungard, FIX, Eze Castle, Telecommunications, Connectivity, Nortel, Avaya, 3Com NBX, OTC Markets, Fidessa, Charles River IMS, Facilities Management, Verizon, BT Radianz, Infrastructure, Securities, Investment Banking, Trading, Stocks, Financial Services, Trading System, Prime Brokerage, Data Center, Trading Strategies, Derivatives, Equity Derivatives, Financial Markets, Proprietary Trading, Technical Analysis, Integration, Equity Research, FX trading, FX Options, IT Management, CRM, Order Management
Education
City University of New York-College of Staten Island 1988 — 1991
Associate of Science (A.S.), Electrical and Electronics Engineering
Wall Street Access November 2012 - Present
Rodman & Renshaw May 2011 - August 2012
Hudson Securities March 2006 - July 2011
UBS August 2005 - March 2006
UBS Capital Markets November 2004 - August 2005
Charles Schwab Capital Markets 1993 - 2004
Mayer & Schweitzer 1991 - 1993
Skills
Trading Systems, Electronic Trading, Equity Trading, Equities, Market Data, Bloomberg, Capital Markets, Fixed Income, Hedge Funds, MDSL, Contract Management, Vendor Management, IPC, ThomsonOne, Sungard, FIX, Eze Castle, Telecommunications, Connectivity, Nortel, Avaya, 3Com NBX, OTC Markets, Fidessa, Charles River IMS, Facilities Management, Verizon, BT Radianz, Infrastructure, Securities, Investment Banking, Trading, Stocks, Financial Services, Trading System, Prime Brokerage, Data Center, Trading Strategies, Derivatives, Equity Derivatives, Financial Markets, Proprietary Trading, Technical Analysis, Integration, Equity Research, FX trading, FX Options, IT Management, CRM, Order Management
Education
City University of New York-College of Staten Island 1988 — 1991
Associate of Science (A.S.), Electrical and Electronics Engineering
Ricardo Zulliger's UBS Experience 1990 - 1994
Job Global Head of CB&SWF and FSG NY sales at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets May 2011 - Present
CIBC World Markets July 2010 - Present
CIBC World Markets July 2010 - Present
Commerzbank AG May 2009 - February 2010
Dresdner Kleinwort January 2007 - February 2010
DKIB January 2007 - April 2009
JPMorgan Chase 2004 - 2006
Deutsche Bank 1991 - 1998
UBS 1990 - 1994
Education
City University of Seattle 1986 — 1989
Bachelor, Business Administration
Schweizerische Alpine Mittelschule 1979 — 1986
Diploma, High School Diploma
CIBC World Markets May 2011 - Present
CIBC World Markets July 2010 - Present
CIBC World Markets July 2010 - Present
Commerzbank AG May 2009 - February 2010
Dresdner Kleinwort January 2007 - February 2010
DKIB January 2007 - April 2009
JPMorgan Chase 2004 - 2006
Deutsche Bank 1991 - 1998
UBS 1990 - 1994
Education
City University of Seattle 1986 — 1989
Bachelor, Business Administration
Schweizerische Alpine Mittelschule 1979 — 1986
Diploma, High School Diploma
Renee Tulimieri's UBS Experience March 2014 - Present
Job Executive Director CAO Nashville Business Solutions Center at UBS
Industry Financial Services
Experience
UBS March 2014 - Present
UBS March 2010 - March 2014
UBS November 2008 - September 2010
UBS February 2005 - November 2008
Diageo 2004 - 2005
Deloitte & Touche August 2000 - February 2004
Manhattan Associates July 1999 - August 2000
Skills
PMO, Business Analysis, IT Strategy, Risk Management, Program Management, Vendor Management, Project Management, Financial Modeling, Process Improvement, Change Management, Business Process..., Management Consulting, Governance, Project Portfolio...
Education
Clarkson University 1995 — 1999
BS, Mechanical Engineering
Wilton High School 1991 — 1995
UBS March 2014 - Present
UBS March 2010 - March 2014
UBS November 2008 - September 2010
UBS February 2005 - November 2008
Diageo 2004 - 2005
Deloitte & Touche August 2000 - February 2004
Manhattan Associates July 1999 - August 2000
Skills
PMO, Business Analysis, IT Strategy, Risk Management, Program Management, Vendor Management, Project Management, Financial Modeling, Process Improvement, Change Management, Business Process..., Management Consulting, Governance, Project Portfolio...
Education
Clarkson University 1995 — 1999
BS, Mechanical Engineering
Wilton High School 1991 — 1995
John Mayrose's UBS Experience August 2011 - September 2015
Job Portfolio Specialist at BlackRock
Industry Information Technology and Services
Experience
BlackRock September 2015 - Present
UBS August 2011 - September 2015
NYSE Euronext February 2009 - September 2011
The American Stock Exchange October 2001 - January 2009
Skills
Market Data, Disaster Recovery, Electronic Trading, Trading Systems, Equities, Vendor Management, Fixed Income, Business Analysis, Derivatives, Trading, ITIL, Securities, Financial Markets, Risk Management, Process Improvement, Bloomberg, Project Management, IT Operations, IT Management, Business Process..., Order Management, Options, Middle Office, Equity Trading, Back Office, User Acceptance Testing, Capital Markets, Incident Management, Unix, Bonds, Analysis, ITIL Certified, Access, PMP, Change Management, Citrix, Linux, IT Service Management, Requirements Analysis, Data Center, Mutual Funds, Service Management, Business Requirements, Financial Services, Production Support
Education
College of Staten Island 2009 — 2013
BS Economics, Economics
City University of New York-College of Staten Island
Bachelor of Medicine, Bachelor of Surgery (MBBS), Economics
BlackRock September 2015 - Present
UBS August 2011 - September 2015
NYSE Euronext February 2009 - September 2011
The American Stock Exchange October 2001 - January 2009
Skills
Market Data, Disaster Recovery, Electronic Trading, Trading Systems, Equities, Vendor Management, Fixed Income, Business Analysis, Derivatives, Trading, ITIL, Securities, Financial Markets, Risk Management, Process Improvement, Bloomberg, Project Management, IT Operations, IT Management, Business Process..., Order Management, Options, Middle Office, Equity Trading, Back Office, User Acceptance Testing, Capital Markets, Incident Management, Unix, Bonds, Analysis, ITIL Certified, Access, PMP, Change Management, Citrix, Linux, IT Service Management, Requirements Analysis, Data Center, Mutual Funds, Service Management, Business Requirements, Financial Services, Production Support
Education
College of Staten Island 2009 — 2013
BS Economics, Economics
City University of New York-College of Staten Island
Bachelor of Medicine, Bachelor of Surgery (MBBS), Economics
Dan Chiriani's UBS Experience November 2010 - April 2012
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors April 2012 - Present
UBS November 2010 - April 2012
Merrill Lynch 1999 - 2008
American Stock Exchange June 1986 - March 1999
Skills
Options, Series 4, Series 7, Commodities
Education
Pace University - Lubin School of Business 1993 — 1998
MBA, International Business
John Jay College of Criminal Justice
Bachelor of Science (BS), Criminal Justice and Corrections
Wells Fargo Advisors April 2012 - Present
UBS November 2010 - April 2012
Merrill Lynch 1999 - 2008
American Stock Exchange June 1986 - March 1999
Skills
Options, Series 4, Series 7, Commodities
Education
Pace University - Lubin School of Business 1993 — 1998
MBA, International Business
John Jay College of Criminal Justice
Bachelor of Science (BS), Criminal Justice and Corrections
Adam Schauer's UBS Experience January 2008 - June 2008
Job Quantitative Associate / Credit Derivatives Trader, Portfolio Strategies at KeyBank
Industry Banking
Experience
KeyBank September 2014 - Present
KeyBank July 2013 - September 2014
Northcoast Research January 2013 - March 2013
Cleveland State University May 2012 - December 2012
Springleaf Financial Services February 2009 - August 2010
UBS January 2008 - June 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, SAS, Statistical Modeling, R, VBA, Python, Quantitative Analytics, Data Management, Trading, Credit Derivatives, Interest Rate..., Credit Default Swaps, FX, Equities, SQL, Mathematica, FactSet, Access, Photoshop, Eviews, Outlook
Education
Northwestern University 2014 — 2016
MS, Predictive Analytics
Cleveland State University 2010 — 2012
MBA, Finance
The Ohio State University 2004 — 2008
BA, Economics
KeyBank September 2014 - Present
KeyBank July 2013 - September 2014
Northcoast Research January 2013 - March 2013
Cleveland State University May 2012 - December 2012
Springleaf Financial Services February 2009 - August 2010
UBS January 2008 - June 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, SAS, Statistical Modeling, R, VBA, Python, Quantitative Analytics, Data Management, Trading, Credit Derivatives, Interest Rate..., Credit Default Swaps, FX, Equities, SQL, Mathematica, FactSet, Access, Photoshop, Eviews, Outlook
Education
Northwestern University 2014 — 2016
MS, Predictive Analytics
Cleveland State University 2010 — 2012
MBA, Finance
The Ohio State University 2004 — 2008
BA, Economics
Jose De La Rosa's UBS Experience 2000 - 2005
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2011 - Present
Merrill Lynch 2006 - January 2011
JDR Labs, Inc. June 2000 - January 2011
UBS 2000 - 2005
Morgan Stanley 1997 - 2000
BondNet Trading 1995 - 1997
Deutsche Bank 1992 - 1995
New Windsor Associates 1987 - 1992
Skills
Performance Engineering, Application Development, Software Development, Trading Systems, Low Latency, Electronic Trading, Performance Testing, Capital Markets, Distributed Systems, PMO, Market Data, Performance Tuning, Software Project..., Enterprise Architecture, Oracle, SDLC
Education
City University of New York-Hunter College 1980 — 1984
B.A., Computer Science
Bank of America Merrill Lynch February 2011 - Present
Merrill Lynch 2006 - January 2011
JDR Labs, Inc. June 2000 - January 2011
UBS 2000 - 2005
Morgan Stanley 1997 - 2000
BondNet Trading 1995 - 1997
Deutsche Bank 1992 - 1995
New Windsor Associates 1987 - 1992
Skills
Performance Engineering, Application Development, Software Development, Trading Systems, Low Latency, Electronic Trading, Performance Testing, Capital Markets, Distributed Systems, PMO, Market Data, Performance Tuning, Software Project..., Enterprise Architecture, Oracle, SDLC
Education
City University of New York-Hunter College 1980 — 1984
B.A., Computer Science
Matthew Kosiewska's UBS Experience March 2012 - June 2014
Job CommonWealth Opportunity Capital
Industry Financial Services
Experience
CommonWealth Opportunity Capital June 2014 - Present
UBS March 2012 - June 2014
UBS July 2010 - March 2012
UBS June 2009 - August 2009
Smith Barney January 2009 - May 2009
Joseph Gunnar September 2008 - January 2009
Stillwater Capital Partners January 2008 - September 2008
Education
City University of New York-Hunter College 2006 — 2010
Bachelor of Arts (B.A.), Economics
CommonWealth Opportunity Capital June 2014 - Present
UBS March 2012 - June 2014
UBS July 2010 - March 2012
UBS June 2009 - August 2009
Smith Barney January 2009 - May 2009
Joseph Gunnar September 2008 - January 2009
Stillwater Capital Partners January 2008 - September 2008
Education
City University of New York-Hunter College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Andrew Paland's UBS Experience May 2011 - April 2014
Job Director Chief of Operations at TIAACREF
Industry Accounting
Experience
TIAA-CREF April 2014 - Present
UBS May 2011 - April 2014
Societe Generale April 2009 - May 2011
Citi March 2006 - December 2008
Education
Clemson University 1997 — 2001
BS, Accounting
Clemson University - College of Business and Behavioral Science 1997 — 2001
Bachelor of Science, Accounting
TIAA-CREF April 2014 - Present
UBS May 2011 - April 2014
Societe Generale April 2009 - May 2011
Citi March 2006 - December 2008
Education
Clemson University 1997 — 2001
BS, Accounting
Clemson University - College of Business and Behavioral Science 1997 — 2001
Bachelor of Science, Accounting
Daniel Tomchesin's UBS Experience November 2014 - January 2015
Job Consultant, Ethics and Compliance
Industry Financial Services
Experience
PwC March 2015 - August 2015
UBS November 2014 - January 2015
BlackRock March 2014 - May 2014
Dealogic April 2012 - July 2013
H&R Block December 2010 - December 2012
Project Hospitality June 2011 - January 2012
Value Line February 2008 - August 2008
Joseph Gunnar June 2007 - December 2007
Skills
Analysis, Microsoft Excel, Bloomberg, Research, Equities, Economics, Finance, Econometrics, Series 7, Financial Modeling, Tax, Financial Analysis, Financial Reporting, PowerPoint, Valuation, Capital Markets, Income Tax, Tax Preparation, Equity Research, Financial Statement..., Bloomberg Terminal, Mathematical Economics, Dodd-Frank, Microsoft Word, Microsoft Office, Investments, Equity Re, Compliance, Visio, V Lookups, MS Excel Pivot Tables, Client Service Oriented, FINRA, Fin, Fixed Income, Fixed Income Analysis, Equity Research Analysis, Managerial Finance, Leadership, Investment Banking, Data Analysis, Statistics, Risk Management, Portfolio Management, Equity Derivatives, Futures, Corporate Finance, Tax Research, Financial Services, Customer Service
Education
City University of New York-College of Staten Island
Bachelors of Science Degree, Economics Finance Concentration
PwC March 2015 - August 2015
UBS November 2014 - January 2015
BlackRock March 2014 - May 2014
Dealogic April 2012 - July 2013
H&R Block December 2010 - December 2012
Project Hospitality June 2011 - January 2012
Value Line February 2008 - August 2008
Joseph Gunnar June 2007 - December 2007
Skills
Analysis, Microsoft Excel, Bloomberg, Research, Equities, Economics, Finance, Econometrics, Series 7, Financial Modeling, Tax, Financial Analysis, Financial Reporting, PowerPoint, Valuation, Capital Markets, Income Tax, Tax Preparation, Equity Research, Financial Statement..., Bloomberg Terminal, Mathematical Economics, Dodd-Frank, Microsoft Word, Microsoft Office, Investments, Equity Re, Compliance, Visio, V Lookups, MS Excel Pivot Tables, Client Service Oriented, FINRA, Fin, Fixed Income, Fixed Income Analysis, Equity Research Analysis, Managerial Finance, Leadership, Investment Banking, Data Analysis, Statistics, Risk Management, Portfolio Management, Equity Derivatives, Futures, Corporate Finance, Tax Research, Financial Services, Customer Service
Education
City University of New York-College of Staten Island
Bachelors of Science Degree, Economics Finance Concentration
Kathy Pringle's UBS Experience November 2004 - July 2011
Job Retired Early But Open To Consulting
Industry Financial Services
Experience
In Virginia 2011 - Present
UBS November 2004 - July 2011
GE Capital Market Services January 1993 - January 2003
GE Capital Services Capital Funding Inc January 1999 - January 2001
GE Capital Services Structured Finance Group January 1993 - January 1999
Commercial Union Capital Corporation January 1992 - January 1993
ESI Energy Inc January 1989 - January 1992
FPL Group Inc January 1987 - January 1989
Skills
Financial Structuring, Structured Finance, Portfolio Management, Project Finance, Mergers & Acquisitions, Financial Analysis, Loans, Credit Risk, Financial Risk, Finance, Leveraged Finance, Restructuring, Investment Banking
Education
The College of William and Mary - The Mason School of Business 1985 — 1986
MBA, Finance
Clemson University 1981 — 1984
BS, Financial Management
In Virginia 2011 - Present
UBS November 2004 - July 2011
GE Capital Market Services January 1993 - January 2003
GE Capital Services Capital Funding Inc January 1999 - January 2001
GE Capital Services Structured Finance Group January 1993 - January 1999
Commercial Union Capital Corporation January 1992 - January 1993
ESI Energy Inc January 1989 - January 1992
FPL Group Inc January 1987 - January 1989
Skills
Financial Structuring, Structured Finance, Portfolio Management, Project Finance, Mergers & Acquisitions, Financial Analysis, Loans, Credit Risk, Financial Risk, Finance, Leveraged Finance, Restructuring, Investment Banking
Education
The College of William and Mary - The Mason School of Business 1985 — 1986
MBA, Finance
Clemson University 1981 — 1984
BS, Financial Management
Cheryl Carreau's UBS Experience
Job compliance at UBS
Industry Financial Services
Experience
UBS
Skills
Microsoft Office, Risk Management, Microsoft Excel, Project Management, Customer Service, Banking, Financial Analysis, Leadership, Business Analysis, Finance, Coaching, Psychology
Education
New York University 2008 — 2010
Executive and Life Coaching
City University of New York-John Jay College of Criminal Justice 1997 — 2000
Master’s Degree, Forensic Psychology
Hofstra University
Bachelor's degree, Clinical Psychology
UBS
Skills
Microsoft Office, Risk Management, Microsoft Excel, Project Management, Customer Service, Banking, Financial Analysis, Leadership, Business Analysis, Finance, Coaching, Psychology
Education
New York University 2008 — 2010
Executive and Life Coaching
City University of New York-John Jay College of Criminal Justice 1997 — 2000
Master’s Degree, Forensic Psychology
Hofstra University
Bachelor's degree, Clinical Psychology
Mauricio Calderon's UBS Experience 2007 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
JP Morgan September 2009 - Present
UBS 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
Investments, Banking, Finance, Financial Services, Due Diligence, Management, Trading, Credit, Accounting, Internal Audit, Access, Cross-functional Team..., Portfolio Management, Financial Markets, Valuation, Risk Management, FX Options
Education
City University of New York-Hunter College
B.A., Economics
JP Morgan September 2009 - Present
UBS 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
Investments, Banking, Finance, Financial Services, Due Diligence, Management, Trading, Credit, Accounting, Internal Audit, Access, Cross-functional Team..., Portfolio Management, Financial Markets, Valuation, Risk Management, FX Options
Education
City University of New York-Hunter College
B.A., Economics
Lynn Fleary's UBS Experience 2007 - 2009
Job Strategic Commmunications and Marketing Professional
Industry Marketing and Advertising
Experience
Teachers' Retirement System of the City of New York April 2015 - Present
The Synergos Institute 2013 - 2013
College & Community Fellowship September 2010 - December 2012
Morgan Stanley 2009 - 2010
UBS 2007 - 2009
Reuters 2006 - 2007
Bank of America 2000 - 2005
Guardian Life 1999 - 2000
Merrill Lynch 1998 - 1998
J.P. Morgan 1993 - 1997
Skills
Marketing Strategy, Marketing Communications, Corporate Communications, Public Relations, Editing, Communications Strategy, Key Message Development, Writing, Business Communications, Nonprofits, Strategic Planning, Management
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master's Degree, Advanced Management and Finance
City University of New York-Hunter College
Bachelor's degree, Political Science and Government
Teachers' Retirement System of the City of New York April 2015 - Present
The Synergos Institute 2013 - 2013
College & Community Fellowship September 2010 - December 2012
Morgan Stanley 2009 - 2010
UBS 2007 - 2009
Reuters 2006 - 2007
Bank of America 2000 - 2005
Guardian Life 1999 - 2000
Merrill Lynch 1998 - 1998
J.P. Morgan 1993 - 1997
Skills
Marketing Strategy, Marketing Communications, Corporate Communications, Public Relations, Editing, Communications Strategy, Key Message Development, Writing, Business Communications, Nonprofits, Strategic Planning, Management
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master's Degree, Advanced Management and Finance
City University of New York-Hunter College
Bachelor's degree, Political Science and Government
Robert DeNicola Jr CPA's UBS Experience September 2001 - Present
Job Director Controller at UBS
Industry Financial Services
Experience
UBS September 2001 - Present
Learn2.com August 2000 - August 2001
US Surgical June 1999 - July 2000
Skills
Accounting, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, Strategic Financial...
Education
Clemson University 1995 — 1999
Bachelor of Science, Accounting
Danbury High School
UBS September 2001 - Present
Learn2.com August 2000 - August 2001
US Surgical June 1999 - July 2000
Skills
Accounting, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, Strategic Financial...
Education
Clemson University 1995 — 1999
Bachelor of Science, Accounting
Danbury High School
Calvin Bryant's UBS Experience August 2003 - December 2005
Job Senior Audit Manager at Citigroup
Industry Financial Services
Experience
Citigroup October 2010 - Present
Citigroup December 2009 - September 2010
Citigroup December 2005 - November 2009
UBS August 2003 - December 2005
UBS July 2000 - July 2003
Deloitte February 1997 - March 2000
Federal Reserve Bank of New York April 1995 - January 1997
Skills
Banking, Financial Risk, Internal Audit, Auditing, Financial Analysis, Risk Management, Operational Risk..., Operational Risk, Internal Controls, Enterprise Risk..., AML, Process Improvement, Risk Assessment, Financial Services, Finance
Education
Hofstra University 1995 — 2000
MBA, Banking and Finance
Clark University 1986 — 1990
BA, Business/Management
Citigroup October 2010 - Present
Citigroup December 2009 - September 2010
Citigroup December 2005 - November 2009
UBS August 2003 - December 2005
UBS July 2000 - July 2003
Deloitte February 1997 - March 2000
Federal Reserve Bank of New York April 1995 - January 1997
Skills
Banking, Financial Risk, Internal Audit, Auditing, Financial Analysis, Risk Management, Operational Risk..., Operational Risk, Internal Controls, Enterprise Risk..., AML, Process Improvement, Risk Assessment, Financial Services, Finance
Education
Hofstra University 1995 — 2000
MBA, Banking and Finance
Clark University 1986 — 1990
BA, Business/Management
Aaron Batley's UBS Experience June 2005 - August 2005
Job Real Estate Professional
Industry Real Estate
Experience
Newport Beach Vacation Properties November 2014 - Present
Baywalk, Inc. July 2006 - Present
Management One 2010 - 2013
UBS June 2005 - August 2005
International School of Beijing August 2003 - June 2004
Central University of Finance & Economics August 2003 - January 2004
Pacific Life Insurance April 2001 - August 2003
Burr White Realty October 1999 - March 2001
IDS Real Estate Group June 1998 - September 1999
City of Newport Beach 1991 - 1999
Skills
Real Estate, Investment Properties, Entrepreneurship, Real Estate Transactions, Property Management, Real Estate Development, Investments, Business Strategy, Marketing Strategy, Strategic Planning, Negotiation, Marketing, Contract Negotiation, New Business Development, Start-ups, Business Development, Residential Homes, Asset Management, Due Diligence, Leases
Education
Rotterdam School of Management, Erasmus University 2004 — 2006
MBA, Finance
HEC School of Management 2005 — 2005
MBA, Finance
Claremont McKenna College 1994 — 1998
BA, International Relations
Institut d'Etudes politiques de Strasbourg 1997 — 1997
Socialist Transition to Market Economies
Universite de Strasbourg 1997 — 1997
International History
Hillsdale College 1993 — 1994
Liberal Arts and Sciences/Liberal Studies
Newport Beach Vacation Properties November 2014 - Present
Baywalk, Inc. July 2006 - Present
Management One 2010 - 2013
UBS June 2005 - August 2005
International School of Beijing August 2003 - June 2004
Central University of Finance & Economics August 2003 - January 2004
Pacific Life Insurance April 2001 - August 2003
Burr White Realty October 1999 - March 2001
IDS Real Estate Group June 1998 - September 1999
City of Newport Beach 1991 - 1999
Skills
Real Estate, Investment Properties, Entrepreneurship, Real Estate Transactions, Property Management, Real Estate Development, Investments, Business Strategy, Marketing Strategy, Strategic Planning, Negotiation, Marketing, Contract Negotiation, New Business Development, Start-ups, Business Development, Residential Homes, Asset Management, Due Diligence, Leases
Education
Rotterdam School of Management, Erasmus University 2004 — 2006
MBA, Finance
HEC School of Management 2005 — 2005
MBA, Finance
Claremont McKenna College 1994 — 1998
BA, International Relations
Institut d'Etudes politiques de Strasbourg 1997 — 1997
Socialist Transition to Market Economies
Universite de Strasbourg 1997 — 1997
International History
Hillsdale College 1993 — 1994
Liberal Arts and Sciences/Liberal Studies
Kevin Boderick's UBS Experience January 2012 - June 2013
Job Financial Services Professional
Industry Financial Services
Experience
Aon Hewitt September 2014 - Present
Merrill Lynch June 2013 - July 2014
UBS January 2012 - June 2013
LPL Finanical 2011 - 2012
Wells Fargo Advisors April 2008 - January 2010
Skills
Sports Marketing, Strategic Planning, Investment Banking, Risk Assessment, Risk Management, Wealth Management..., Strategic Partnerships, 401k, Analysis, Finance, Financial Analysis, Financial Services, Insurance, Mutual Funds, Investments, Retirement Planning, Securities, Series 7, Strategic Financial..., Wealth Management
Education
Clemson University - College of Business and Behavioral Science 1986 — 1992
BS, Marketing
Aon Hewitt September 2014 - Present
Merrill Lynch June 2013 - July 2014
UBS January 2012 - June 2013
LPL Finanical 2011 - 2012
Wells Fargo Advisors April 2008 - January 2010
Skills
Sports Marketing, Strategic Planning, Investment Banking, Risk Assessment, Risk Management, Wealth Management..., Strategic Partnerships, 401k, Analysis, Finance, Financial Analysis, Financial Services, Insurance, Mutual Funds, Investments, Retirement Planning, Securities, Series 7, Strategic Financial..., Wealth Management
Education
Clemson University - College of Business and Behavioral Science 1986 — 1992
BS, Marketing
LaTonya Sasser-Morris's UBS Experience June 2012 - Present
Job Employee Relations Specialist at UBS
Industry Law Practice
Experience
UBS June 2012 - Present
Kaufman Dolowich Voluck & Gonzo LLP April 2011 - June 2012
Credit Suisse June 2000 - April 2011
Proskauer Rose LLP September 2010 - March 2011
Epstein Becker & Green, P.C. June 2007 - August 2007
Legal Services for the Elderly November 1998 - June 2000
Skills
Employment Law, Employment Litigation, Legal Research, Arbitration, Mediation, Trade Secrets, Non-compete Agreements, Employee Relations, Legal Writing, Litigation
Education
Hofstra University School of Law 2005 — 2009
JD, Law
City University of New York-John Jay College of Criminal Justice 1996 — 1999
BS, Legal Studies
UBS June 2012 - Present
Kaufman Dolowich Voluck & Gonzo LLP April 2011 - June 2012
Credit Suisse June 2000 - April 2011
Proskauer Rose LLP September 2010 - March 2011
Epstein Becker & Green, P.C. June 2007 - August 2007
Legal Services for the Elderly November 1998 - June 2000
Skills
Employment Law, Employment Litigation, Legal Research, Arbitration, Mediation, Trade Secrets, Non-compete Agreements, Employee Relations, Legal Writing, Litigation
Education
Hofstra University School of Law 2005 — 2009
JD, Law
City University of New York-John Jay College of Criminal Justice 1996 — 1999
BS, Legal Studies
Betty Ptaszynska's UBS Experience June 2006 - October 2009
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi October 2013 - Present
Citi November 2010 - September 2013
The Caldwell Partners March 2010 - September 2010
UBS June 2006 - October 2009
Wolters Kluwer February 2003 - May 2006
Kroll February 2001 - January 2003
Skills
Excel, PowerPoint, Microsoft Office, SharePoint, Editing, Proofing, Image Editing, Corporate Communications, Presentation Development, PeopleSoft, Analysis, Project Management, Team Leadership, Marketing, Leadership Development, HTML, Staff Development
Education
City University of New York-John Jay College of Criminal Justice
BA
Citi October 2013 - Present
Citi November 2010 - September 2013
The Caldwell Partners March 2010 - September 2010
UBS June 2006 - October 2009
Wolters Kluwer February 2003 - May 2006
Kroll February 2001 - January 2003
Skills
Excel, PowerPoint, Microsoft Office, SharePoint, Editing, Proofing, Image Editing, Corporate Communications, Presentation Development, PeopleSoft, Analysis, Project Management, Team Leadership, Marketing, Leadership Development, HTML, Staff Development
Education
City University of New York-John Jay College of Criminal Justice
BA
Shanta Pressley's UBS Experience May 2005 - August 2005
Job Manager at American Express
Industry Financial Services
Experience
American Express May 2014 - Present
Federal Reserve Bank of New York July 2011 - May 2014
NYSE Regulation, Inc. July 2006 - October 2010
UBS May 2005 - August 2005
Prudential Financial May 2004 - August 2004
Skills
Financial Analysis, Bloomberg, Accounting, Banking, Securities, Management, Research, Outlook, Financial Services, Microsoft Excel, Team Leadership, Risk Management, Financial Modeling, Finance, Analysis, Equities
Education
Clark Atlanta University 2001 — 2006
Accounting
American Express May 2014 - Present
Federal Reserve Bank of New York July 2011 - May 2014
NYSE Regulation, Inc. July 2006 - October 2010
UBS May 2005 - August 2005
Prudential Financial May 2004 - August 2004
Skills
Financial Analysis, Bloomberg, Accounting, Banking, Securities, Management, Research, Outlook, Financial Services, Microsoft Excel, Team Leadership, Risk Management, Financial Modeling, Finance, Analysis, Equities
Education
Clark Atlanta University 2001 — 2006
Accounting
Brian Badertscher's UBS Experience 2014 - Present
Job Strategic Equity Solutions at UBS
Industry Banking
Experience
UBS 2014 - Present
BB Asset Management LLC 2012 - 2014
Societe Generale 2009 - 2012
Bank of America 1998 - 2009
Salomon Brothers 1996 - 1998
Skills
Derivatives, Equities, Structured Products, Equity Derivatives, Hedge Funds, Credit Derivatives, Hedging, Structured Finance, Capital Markets, Wealth Management, Investments, ETFs, Investment Banking, Options, Risk Management, Asset Management, Equity Capital Markets, Swaps, Private Equity, Volatility, Options Strategies, Index Options, Private Banking, Investment Management, Equity Trading, Delta One, Series 7, Series 63, Series 24, Alternative Investments, Commodity, Financial Markets, Institutional..., Asset Managment, Bloomberg, Commodities, 10b5-1 Plans, Structured Notes, Share Repurchase, Covered Calls, Block Trading, Family Office, Legal Documents, Mergers & Acquisitions, Prime Brokerage
Education
Claremont McKenna College
UBS 2014 - Present
BB Asset Management LLC 2012 - 2014
Societe Generale 2009 - 2012
Bank of America 1998 - 2009
Salomon Brothers 1996 - 1998
Skills
Derivatives, Equities, Structured Products, Equity Derivatives, Hedge Funds, Credit Derivatives, Hedging, Structured Finance, Capital Markets, Wealth Management, Investments, ETFs, Investment Banking, Options, Risk Management, Asset Management, Equity Capital Markets, Swaps, Private Equity, Volatility, Options Strategies, Index Options, Private Banking, Investment Management, Equity Trading, Delta One, Series 7, Series 63, Series 24, Alternative Investments, Commodity, Financial Markets, Institutional..., Asset Managment, Bloomberg, Commodities, 10b5-1 Plans, Structured Notes, Share Repurchase, Covered Calls, Block Trading, Family Office, Legal Documents, Mergers & Acquisitions, Prime Brokerage
Education
Claremont McKenna College
Ben Fioriello's UBS Experience March 2006 - September 2013
Job Train Operator at State of NY Metropolitan Transportation Authority
Industry Financial Services
Experience
State of NY Metropolitan Transportation Authority August 2013 - Present
UBS March 2006 - September 2013
State of NY Metropolitan Transportation Authority June 2005 - March 2006
IBM March 1991 - March 2006
IBM January 1990 - March 1991
IBM January 1988 - January 1990
IBM January 1988 - January 1990
IBM July 1974 - January 1988
Skills
Disaster Recovery, Unix, AIX, Enterprise Architecture, Business Analysis, IT Management, Trading Systems, Project Management, IT Service Management, Change Management, Data Center, Information Technology, Management, SharePoint, Hardware, PMO, IT Operations, Networking, IT Strategy, Service Delivery, Databases, Cloud Computing, Process Improvement, Visio, System Administration, Vendor Management, Switches, Solution Architecture, Servers, Integration, Technical Support, Software Installation, Security
Education
City University of New York-College of Staten Island 1980 — 1985
Computer Science
Kingsborough Community College 1975 — 1980
Business Administration and Management, General
Brooklyn Technical High School 1970 — 1974
Electrical and Electronics Engineering
State of NY Metropolitan Transportation Authority August 2013 - Present
UBS March 2006 - September 2013
State of NY Metropolitan Transportation Authority June 2005 - March 2006
IBM March 1991 - March 2006
IBM January 1990 - March 1991
IBM January 1988 - January 1990
IBM January 1988 - January 1990
IBM July 1974 - January 1988
Skills
Disaster Recovery, Unix, AIX, Enterprise Architecture, Business Analysis, IT Management, Trading Systems, Project Management, IT Service Management, Change Management, Data Center, Information Technology, Management, SharePoint, Hardware, PMO, IT Operations, Networking, IT Strategy, Service Delivery, Databases, Cloud Computing, Process Improvement, Visio, System Administration, Vendor Management, Switches, Solution Architecture, Servers, Integration, Technical Support, Software Installation, Security
Education
City University of New York-College of Staten Island 1980 — 1985
Computer Science
Kingsborough Community College 1975 — 1980
Business Administration and Management, General
Brooklyn Technical High School 1970 — 1974
Electrical and Electronics Engineering
J.P. Evans's UBS Experience December 2011 - Present
Job Associate Director Complex Administrative Manager
Industry Financial Services
Experience
UBS December 2011 - Present
US Army March 2002 - March 2010
Merrill Lynch July 2001 - December 2009
Education
Clark Atlanta University 1996 — 2000
BA, Finance and Marketing
UBS December 2011 - Present
US Army March 2002 - March 2010
Merrill Lynch July 2001 - December 2009
Education
Clark Atlanta University 1996 — 2000
BA, Finance and Marketing
Brian Blackburn's UBS Experience 2000 - Present
Job First Vice President Investments
Industry Investment Management
Experience
UBS Financial Services November 2000 - Present
UBS 2000 - Present
Wachovia Bank January 1996 - November 2000
Hughes Boan & Assoc. January 1995 - January 1996
Education
Clemson University - College of Business and Behavioral Science
Bachelor's degree, Finance and Financial Management Services
UBS Financial Services November 2000 - Present
UBS 2000 - Present
Wachovia Bank January 1996 - November 2000
Hughes Boan & Assoc. January 1995 - January 1996
Education
Clemson University - College of Business and Behavioral Science
Bachelor's degree, Finance and Financial Management Services
Vijah Ramjattan's UBS Experience
Job Senior Management Liaison at UBS
Industry Financial Services
Experience
UBS
Education
City University of New York-Hunter College
BA, Psychology (BA) & Religion (BA)
UBS
Education
City University of New York-Hunter College
BA, Psychology (BA) & Religion (BA)
Jennifer Cabey's UBS Experience January 2007 - March 2008
Job
Industry Real Estate
Experience
n/a March 2012 - Present
UBS January 2007 - March 2008
Atari July 2005 - February 2006
The Harry Fox Agency 1988 - 2005
Skills
Outlook, Word, Excel, PowerPoint, Microsoft Office, Telephone Skills, Writing, Entertainment, Insurance, Editing, Customer Service, Scheduling, Microsoft Word, Microsoft Excel, Event Planning, Process Scheduler, Administrative..., Music
Education
City University of New York-Hunter College 1982 — 1985
Bachelor of Arts, Communications/Media Studies
n/a March 2012 - Present
UBS January 2007 - March 2008
Atari July 2005 - February 2006
The Harry Fox Agency 1988 - 2005
Skills
Outlook, Word, Excel, PowerPoint, Microsoft Office, Telephone Skills, Writing, Entertainment, Insurance, Editing, Customer Service, Scheduling, Microsoft Word, Microsoft Excel, Event Planning, Process Scheduler, Administrative..., Music
Education
City University of New York-Hunter College 1982 — 1985
Bachelor of Arts, Communications/Media Studies
Karina Cherfas's UBS Experience May 2013 - July 2013
Job
Industry Online Media
Experience
TIAA-CREF January 2014 - Present
Federal Reserve Bank of New York June 2013 - December 2013
Fixing the Future October 2012 - December 2013
UBS May 2013 - July 2013
DemocracyU, part of American Commonwealth Partnership November 2011 - February 2013
Morgan Stanley February 2012 - July 2012
Conde Nast November 2011 - December 2011
M80 April 2011 - June 2011
FactSet Research Systems June 2009 - April 2011
Primo Levi Center April 2009 - June 2009
Skills
Social Media Marketing, Corporate Communications, Marketing, Facebook, Business Development, Google Analytics, Sales, Wordpress, Financial Services, YouTube, Russian, Hootsuite, Google+, Radian6, Tumblr, Enterprise Social..., Salesforce Chatter, Twitter, Project Management, Social Media Strategist, Social Media Consulting, Internal Communications, Marketing Strategy, Marketing Communications, Social Media, Salesforce.com, Analytics, Advertising
Education
New York University 2008 — 2010
Master's
City University of New York-Hunter College 1999 — 2003
Bachelor's
TIAA-CREF January 2014 - Present
Federal Reserve Bank of New York June 2013 - December 2013
Fixing the Future October 2012 - December 2013
UBS May 2013 - July 2013
DemocracyU, part of American Commonwealth Partnership November 2011 - February 2013
Morgan Stanley February 2012 - July 2012
Conde Nast November 2011 - December 2011
M80 April 2011 - June 2011
FactSet Research Systems June 2009 - April 2011
Primo Levi Center April 2009 - June 2009
Skills
Social Media Marketing, Corporate Communications, Marketing, Facebook, Business Development, Google Analytics, Sales, Wordpress, Financial Services, YouTube, Russian, Hootsuite, Google+, Radian6, Tumblr, Enterprise Social..., Salesforce Chatter, Twitter, Project Management, Social Media Strategist, Social Media Consulting, Internal Communications, Marketing Strategy, Marketing Communications, Social Media, Salesforce.com, Analytics, Advertising
Education
New York University 2008 — 2010
Master's
City University of New York-Hunter College 1999 — 2003
Bachelor's
Kristin Saleeby's UBS Experience May 2011 - Present
Job Client Service Associate at UBS
Industry Government Relations
Experience
UBS May 2011 - Present
CGI April 2010 - May 2011
Wells Fargo Advisors July 2008 - March 2010
Wachovia, A Wells Fargo Company November 2006 - June 2008
Education
Clemson University 1998 — 2002
BS, Marketing
UBS May 2011 - Present
CGI April 2010 - May 2011
Wells Fargo Advisors July 2008 - March 2010
Wachovia, A Wells Fargo Company November 2006 - June 2008
Education
Clemson University 1998 — 2002
BS, Marketing
John DeLucrezia's UBS Experience February 2012 - May 2012
Job
Industry Retail
Experience
Staten Island Nissan February 2013 - September 2013
UBS February 2012 - May 2012
Citi December 2010 - April 2011
Skills
Microsoft Excel, Microsoft Exchange, Stata, Technical Data Analysis
Education
City University of New York-College of Staten Island 2008 — 2012
Bachelor of Science Degree; Bachelor of Science; for, Business Finance; Economics; Business Specialization
Kingsborough Community College
Staten Island Nissan February 2013 - September 2013
UBS February 2012 - May 2012
Citi December 2010 - April 2011
Skills
Microsoft Excel, Microsoft Exchange, Stata, Technical Data Analysis
Education
City University of New York-College of Staten Island 2008 — 2012
Bachelor of Science Degree; Bachelor of Science; for, Business Finance; Economics; Business Specialization
Kingsborough Community College
Annmarie Breen's UBS Experience 2007 - 2011
Job IT Infrastructure Mgmt
Industry Financial Services
Experience
Credit Suisse March 2011 - August 2012
Credit Suisse March 2011 - July 2012
UBS 2007 - 2011
Deutsche Bank 1994 - 2005
Bankers Trust 1994 - 2001
Smith Barney 1985 - 1994
Skills
Vendor Management
Education
Hunter College
Bachelor's degree, French Language and Literature
Credit Suisse March 2011 - August 2012
Credit Suisse March 2011 - July 2012
UBS 2007 - 2011
Deutsche Bank 1994 - 2005
Bankers Trust 1994 - 2001
Smith Barney 1985 - 1994
Skills
Vendor Management
Education
Hunter College
Bachelor's degree, French Language and Literature
brendan kissane's UBS Experience June 2001 - April 2003
Job Executive Director Mortgage Trading at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC January 2014 - Present
C&Co/PrinceRidge LLC April 2012 - Present
Ally Financial Inc. August 2011 - April 2012
Mizuho Securities USA Inc. January 2007 - January 2011
Nomura Securities April 2003 - December 2006
UBS June 2001 - April 2003
Skills
Portfolio Management, Derivatives, Fixed Income, Bloomberg, Capital Markets, Financial Modeling, Risk Management, Trading, Equities, Financial Analysis, Credit, Financial Risk, Options, Credit Risk, Investments, Banking, Hedging, Valuation, Credit Analysis, Hedge Funds
Education
City University of New York-Hunter College 1998 — 2000
Economics
JVB Financial Group, LLC January 2014 - Present
C&Co/PrinceRidge LLC April 2012 - Present
Ally Financial Inc. August 2011 - April 2012
Mizuho Securities USA Inc. January 2007 - January 2011
Nomura Securities April 2003 - December 2006
UBS June 2001 - April 2003
Skills
Portfolio Management, Derivatives, Fixed Income, Bloomberg, Capital Markets, Financial Modeling, Risk Management, Trading, Equities, Financial Analysis, Credit, Financial Risk, Options, Credit Risk, Investments, Banking, Hedging, Valuation, Credit Analysis, Hedge Funds
Education
City University of New York-Hunter College 1998 — 2000
Economics
Tanya W. Smith's UBS Experience May 2000 - May 2010
Job Investment Banker
Industry Financial Services
Experience
Self-employed May 2000 - Present
UBS May 2000 - May 2010
Education
Clark Atlanta University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Self-employed May 2000 - Present
UBS May 2000 - May 2010
Education
Clark Atlanta University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Paul Onimole's UBS Experience April 2011 - Present
Job Web Specialist & Graphic Designer at UBS
Industry Financial Services
Experience
UBS April 2011 - Present
Skills
Dreamweaver, CSS, HTML, Web Design, Photoshop, Front-end, Adobe Creative Suite, Content Management, Microsoft Office, InDesign, Email Marketing, Mac, Web Content Management, Flash, User Interface Design, CMS, Web Development, Graphic Design, Website Development, User Experience, jQuery, Corporate Branding, Logo Design, Newsletters, Online Advertising, Corporate Identity, Brochures, Graphics, Editing, Project Management
Education
City University of New York-Herbert H. Lehman College 2005 — 2009
Bachelor in Computer Science, Web Development and Graphic Design
UBS April 2011 - Present
Skills
Dreamweaver, CSS, HTML, Web Design, Photoshop, Front-end, Adobe Creative Suite, Content Management, Microsoft Office, InDesign, Email Marketing, Mac, Web Content Management, Flash, User Interface Design, CMS, Web Development, Graphic Design, Website Development, User Experience, jQuery, Corporate Branding, Logo Design, Newsletters, Online Advertising, Corporate Identity, Brochures, Graphics, Editing, Project Management
Education
City University of New York-Herbert H. Lehman College 2005 — 2009
Bachelor in Computer Science, Web Development and Graphic Design
Gabriella Fleurimond's UBS Experience July 2000 - April 2001
Job Global Sales Commission Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters October 2010 - Present
Thomson Reuters April 2001 - September 2010
UBS July 2000 - April 2001
Skills
Strategic Planning, Sales Operations, Sales Enablement, Pre/Post Sales Analysis, Financial Reporting, Project Management, Sales Commission..., Conflict Resolution, Multinational Team..., Global Client..., Effective Communicator, Talent Management, Employee Engagement, Personnel Management, Employee Relations, Onboarding, Vendor Management, Business Analysis, Financial Markets, Sales Commissions
Education
Clark University 1992 — 1996
Bachelor of Arts (B.A.), Government and International Relations
Thomson Reuters October 2010 - Present
Thomson Reuters April 2001 - September 2010
UBS July 2000 - April 2001
Skills
Strategic Planning, Sales Operations, Sales Enablement, Pre/Post Sales Analysis, Financial Reporting, Project Management, Sales Commission..., Conflict Resolution, Multinational Team..., Global Client..., Effective Communicator, Talent Management, Employee Engagement, Personnel Management, Employee Relations, Onboarding, Vendor Management, Business Analysis, Financial Markets, Sales Commissions
Education
Clark University 1992 — 1996
Bachelor of Arts (B.A.), Government and International Relations
Brian T. Carley's UBS Experience 2001 - 2003
Job Vice President at Enclave Partners
Industry Investment Management
Experience
Enclave Partners February 2014 - Present
Morgan Stanley 2006 - 2014
Bank of America 2003 - 2006
UBS 2001 - 2003
Skills
Wealth Management, Alternative Investments, Financial Services, Investment Management, Investment Advisory, Series 63, Financial Analysis, Portfolio Management, Asset Allocation, Series 7, Management, Investment Strategies, Pre-IPO, Asset Management, Trading, Financial Advisory, IPO, Emerging Markets, Due Diligence, Mergers & Acquisitions, Private Placements, Strategic Partnerships, Securities Offerings, Equities, Risk Management
Education
Clemson University - College of Business and Behavioral Science 1993 — 1997
Bachelor's Degree
Enclave Partners February 2014 - Present
Morgan Stanley 2006 - 2014
Bank of America 2003 - 2006
UBS 2001 - 2003
Skills
Wealth Management, Alternative Investments, Financial Services, Investment Management, Investment Advisory, Series 63, Financial Analysis, Portfolio Management, Asset Allocation, Series 7, Management, Investment Strategies, Pre-IPO, Asset Management, Trading, Financial Advisory, IPO, Emerging Markets, Due Diligence, Mergers & Acquisitions, Private Placements, Strategic Partnerships, Securities Offerings, Equities, Risk Management
Education
Clemson University - College of Business and Behavioral Science 1993 — 1997
Bachelor's Degree
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.