UBS Company

Industry: Investment banking company

Description

UBS 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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11,700 UBS employees in database. Find out everything there's to know about UBS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

UBS Employees

Employee
Years
Job
Industry
Han (Henry) Lin, CFA Han (Henry) Lin, CFA New York, New York Details
Han (Henry) Lin, CFA's UBS Experience August 2013 - January 2015
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
CITIC Capital  May 2015 - July 2015
UBS   August 2013 - January 2015
UBS   July 2010 - August 2013

Skills
Financial Modeling, Investment Banking, Capital Markets, Equities

Education
Columbia University - Columbia Business School   2015 — 2017
Master of Business Administration (MBA)

University of Toronto   2006 — 2010
Bachelor of Commerce (High Distinction), Finance and Economics

Rebecca Dodge Rebecca Dodge Indianapolis, Indiana Details
Rebecca Dodge's UBS Experience September 2010 - October 2011
Job Director of Strategic Development at iHub
Industry Marketing and Advertising
Experience
IHub   May 2015 - Present
Shideler Dermatology and Skin Care Center   January 2014 - May 2015
Angie's List  February 2013 - November 2013
Panda Bicycles   November 2011 - January 2013
UBS   September 2010 - October 2011
Come Let's Dance   July 2011 - August 2011
Ann Taylor Retail  September 2010 - July 2011
BCBG Max Azria  June 2010 - August 2010
Pearl Izumi  January 2010 - May 2010
Fashion Group International  2009 - 2010

Skills
Marketing, Microsoft Excel, Microsoft Word, Management, Textiles, Entrepreneurship, Statistics, Merchandising, Apparel, Retail, Fashion, Visual Merchandising, QuickBooks, Press Releases, Social Media Marketing, Business Strategy, Cash Flow, Media Relations, Office Management, Product Design, Purchasing, Public Relations, Trade Shows, Wordpress, Social Media

Education
Colorado State University   2006 — 2010
Bachelor, Merchandising and Business Administration

Olga Lepigina Olga Lepigina Chicago, Illinois Details
Olga Lepigina's UBS Experience June 2008 - December 2008
Job MBA candidate at The University of Chicago Booth School of Business
Industry Financial Services
Experience
NASDAQ OMX  October 2013 - July 2015
Bank of Tokyo-Mitsubishi UFJ  January 2011 - November 2012
Credit Agricole CIB  February 2009 - January 2011
UBS   June 2008 - December 2008
Highland Consulting Associates  May 2007 - August 2007

Skills
Trading, Portfolio Management, Management, Bloomberg, Analysis, Financial Analysis, Financial Modeling, Interest Rate..., Derivatives, Fixed Income, Credit, Equities, Capital Markets, Valuation, Market Risk, Investment Banking

Education
The University of Chicago Booth School of Business   2015 — 2017
Master of Business Administration (M.B.A.), Finance, General

Columbia College (NY)   2004 — 2008
BA, Mathematics, Economics

Columbia University in the City of New York   2004 — 2008
Bachelor of Arts (BA)

S.C. Governor's School for Science and Mathematics   2002 — 2004

Moscow School 57   1999 — 2001

Allen Jordan Allen Jordan Las Vegas, Nevada Area Details
Allen Jordan's UBS Experience 2000 - 2007
Job Managing Director, The FarPoint Alliance,a Digital Marketing Agency
Industry Internet
Experience
The FarPoint Alliance, a Digital Marketing Agency   July 2008 - Present
Can You Identify Me?   October 2014 - Present
NCAA  October 2003 - Present
Guardian Life Insurance  June 2008 - March 2014
Easter Seals New Jersey  October 2011 - June 2013
UBS   2000 - 2007
Sony  1991 - 2000
Gartner (Cap Gemini)   1989 - 1991

Skills
Marketing Strategy, Social Media Marketing, Search Engine Technology, SEO, E-commerce SEO, Online Reputation..., Online Lead Generation, Website Development, Web Content, Web Project Management, Digital Marketing, SEM, Online Advertising, Web Development, Marketing, Management, Google Analytics, Google Adwords, E-commerce, Online Marketing, Email Marketing, Web Analytics, Digital Strategy, PPC, Web Marketing, Web Content Management, Analytics, CMS, Mobile Marketing, Digital Media, Strategic Partnerships, Content Management, Integrated Marketing, User Experience, Direct Marketing, Lead Generation, Interactive Marketing, Content Strategy, Multi-channel Marketing

Education
Cornell University
Certification, Marketing Strategy, Marketing

University of San Francisco
Masters Certification, Internet Marketing

Columbia University - Columbia Business School
Executive MBA, Sales and Marketing

New York Institute of Technology
MBA, Information Technology

William Paterson University of New Jersey
BA, History

Essex Catholic High School

Vince Julian Vince Julian Greater Denver Area Details
Vince Julian's UBS Experience June 2009 - December 2009
Job Sr. Financial Analyst at Ball Corporation
Industry Management Consulting
Experience
Ball Corporation  July 2014 - Present
FTI Consulting  April 2013 - June 2014
Lockheed Martin  June 2010 - April 2013
Lockheed Martin  January 2012 - November 2012
UBS   June 2009 - December 2009

Skills
Earned Value Management, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Finance, Project Finance, Program Management, Program Evaluation, Program Development, Ad-hoc, Software Documentation, Overheads, Business Overhead..., Project Planning, PeopleSoft, Balance Sheet, Accounts Receivable, Accounts Payable, Cash Management, Cash Flow Forecasting, Capital Equipment, Capital Budgeting, Capital Projects, Variance Analysis, DoD, Risk Management, Government Contracting, Security Clearance, Forecasting, Integration, Hyperion Planning, Leadership

Education
Colorado State University   2006 — 2010
Business Administration, Finance and Economics

Bret Sumner Bret Sumner Scottsdale, Arizona Details
Bret Sumner's UBS Experience January 2011 - May 2011
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  January 2014 - Present
Wells Fargo  August 2012 - May 2014
T-Mobile  August 2011 - November 2013
UBS   January 2011 - May 2011

Skills
Leadership, Sales, Credit Analysis, Microsoft Office, Microsoft Excel, Relationship Management, Credit, Banking, Finance, Financial Analysis, Portfolio Management, Time Management

Education
Colorado State University   2010 — 2012
Bachelor's degree, Accounting and Finance

Brett Thomason Brett Thomason Sun Valley, Idaho Details
Brett Thomason's UBS Experience 2009 - 2010
Job Financial Executive, Streamlining/Process Improvement and Technophile
Industry Financial Services
Experience
UBS   2009 - 2010
Wells Fargo Bank  2006 - 2009
Wells Fargo  2004 - 2006
Wells Fargo Bank  2001 - 2004
Mitsubishi UFJ Trust & Banking Corporation  1998 - 2000
The Chase Manhattan Bank  1995 - 1998

Skills
Finance, Risk Management, Portfolio Management, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Banking, Analysis, Business Analysis, Due Diligence, Management, Process Improvement, Business Development, Financial Risk, Strategy, Access, Corporate Finance, Loans, Credit Analysis, Financial Services, Relationship Management, SQL, VBA, Microsoft Excel

Education
Columbia University - Columbia Business School
MBA, Finance

Columbia University - School of International and Public Affairs
MIA, International Business

Lewis and Clark College
BS, Business Administration

Lewis and Clark College
BS, History

David Novak David Novak San Francisco Bay Area Details
David Novak's UBS Experience September 2000 - January 2003
Job VP of Institutional Business Development » 20+ Years of Financial Services Success Driving Top Sales & AUM Results
Industry Investment Management
Experience
Fisher Investments Institutional Group   August 2007 - Present
Fisher Investments Private Client Group   February 2003 - June 2007
UBS   September 2000 - January 2003
Merrill Lynch  April 1995 - September 2000
Lincoln Trust Company  November 1992 - April 1995
Safe & Sound Property Management   March 1988 - November 1992

Skills
New Business Development, Relationship Management, Institutional Relations, Institutional Sales, Educational Consulting, Consultative Sales..., Client Presentation, Territory..., Key Account Acquisition..., Marketing Strategy, Investments, Institutional, Financial Markets, Asset Management, Financial Services, Institutional..., CRM, Asset Allocation, Alternative Investments, Equities, Investment Strategies, Hedge Funds, Business Development, B2B Marketing, Financial Institutions, Institutional Accounts, Institutional Selling, Consultative Selling..., Product Development, Investment Portfolio..., Manage Client..., Client Relations Skills, Client Education, Commitment to Customer..., Financial Market..., Risk Assessment, Global Regulatory..., Pension Funds, Foundations, Endowments, Trusts, Sales Force Development, Mentoring, Account Acquisitions, Investment Advisory, Consultant Liaison, Investment Management

Education
Colorado State University   1980 — 1985
B.S., Business Finance

Marc Hollendoner Marc Hollendoner Greater Chicago Area Details
Marc Hollendoner's UBS Experience September 2002 - May 2007
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  November 2012 - Present
Oppenheimer Investments  May 2008 - November 2012
Bear Stearns  May 2007 - May 2008
UBS   September 2002 - May 2007

Skills
Investment Strategies, Financial Services, Retirement Planning, Equities, Fixed Income, Options, Mutual Funds, Insurance

Education
Colorado State University   1998 — 2002
Bachelor of Arts (B.A.), Economics

Colorado State University

Christine Kirk Christine Kirk Denver, Colorado Details
Christine Kirk's UBS Experience November 2008 - July 2009
Job Investment Analyst at Strategies LLC
Industry Financial Services
Experience
Strategies, LLC - Denver  September 2014 - Present
Fidelity Investments  January 2014 - August 2014
ALPS, A DST Company  September 2013 - December 2013
GRASP Systems   February 2011 - May 2011
Auto-Owners Insurance  June 2010 - August 2010
UBS   November 2008 - July 2009

Skills
Series 7, Series 63, Microsoft Excel, Time Management, Customer Service, Data Analysis, Microsoft Office, Microsoft Word, PowerPoint, Insurance, Outlook, Financial Analysis, Research, Teamwork, Administrative..., Data Entry

Education
Colorado State University   2009 — 2013
Bachelor of Business Administration (BBA), Finance (Corporate Finance and Investment Analysis), Real Estate, 3.93

Thomas Erb Thomas Erb Denver, Colorado Details
Thomas Erb's UBS Experience May 2014 - December 2014
Job Always focusing on my goals!
Industry Financial Services
Experience
Associate Vice President at Personal Capital   June 2015 - Present
Specialist in United States Army Reserve   December 2011 - Present
UBS   May 2014 - December 2014
Arvada Junior Baseball   March 2008 - August 2011

Skills
Leadership, Microsoft Excel, PowerPoint, Time Management, Finance, Microsoft Word, Teamwork, Financial Analysis, Team Leadership, Research, Social Media, Microsoft Office, Public Speaking, Customer Service, Social Networking, Salesforce.com

Education
Colorado State University   2011 — 2015
Bachelor of Business Administration (BBA), Financial Planning and Services, Graduated

Holy Family High School   2007 — 2011
High School Diploma

Brianna Baker Brianna Baker Greater New York City Area Details
Brianna Baker's UBS Experience August 2012 - August 2013
Job Event Marketing Coordinator at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  September 2015 - Present
UBS Wealth Management  March 2014 - September 2015
St Mary's University College, Twickenham   August 2012 - December 2013
UBS   August 2012 - August 2013
Colorado State University  August 2010 - May 2012
Colorado State University  August 2008 - May 2012
Association of Student Activity Programming   August 2008 - May 2011
Colorado State University - College of Business  March 2009 - May 2009

Skills
Event Planning, Leadership, Time Management, Marketing, Public Speaking, Event Management, Teamwork, Microsoft Office, Team Leadership, Program Management, Human Resources, Recruiting, Budgets, Leadership Development, Organizing, PowerPoint, Sales, Social Media, Social Networking, Concert Production, Data Analysis, Research, Music Industry, Fundraising, Collaboration, Cross-divisional..., Corporate Communications, Cross-cultural..., Critical Thinking, Organizational..., Mass Marketing, Global Teams, Employee Training, Conflict Management

Education
St Mary's University College, Twickenham   2012 — 2013
Master of Business Administration (MBA), International Business

Colorado State University   2008 — 2012
Bachelor of Science, Business Administration; Marketing & Management

Bruce Tenenbaum Bruce Tenenbaum San Francisco Bay Area Details
Bruce Tenenbaum's UBS Experience May 2009 - Present
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS   May 2009 - Present
Goldman Sachs & Co.   September 1993 - May 2009
Audioaccess   December 1989 - September 1993
Montgomery Securities  1986 - 1988
Feshbach Brothers   1985 - 1986
Hughes Radar Systems Group   March 1981 - August 1983

Skills
Investments, Portfolio Management, Private Equity, Venture Capital, Valuation, Wealth Management, Finance, Financial Markets, Asset Allocation, Investment Banking, Due Diligence, Mergers & Acquisitions, Equities, Asset Management

Education
USC Marshall School of Business   1983 — 1985
MBA, Finance

UCLA Department of Philosophy   1980 — 1981
Research Fellow, Analytic Philosophy

Columbia College (NY)   1977 — 1980
BA, Logic/Philosophy

The New School For Social Research   1976 — 1977
Logic and Epistemology

Beth Goetzman Beth Goetzman Humble, Texas Details
Beth Goetzman's UBS Experience April 2007 - March 2009
Job Sr. Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  March 2009 - Present
UBS   April 2007 - March 2009
Morgan Stanley Smith Barney  October 1989 - March 2007

Education
Fruita Monument High School

Fruita Monument High School

Fruita Monument High School

Mesa State College

Nick Bode Nick Bode Greater Denver Area Details
Nick Bode's UBS Experience January 2009 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS   January 2009 - Present
Merrill Lynch  April 1999 - January 2009

Education
Colorado State University   1994 — 2008
Finance, General

Jordan Staker Jordan Staker Greater Denver Area Details
Jordan Staker's UBS Experience February 2013 - January 2014
Job Tax Analyst
Industry Accounting
Experience
Performance Food Group  February 2015 - Present
Best Buy  June 2014 - February 2015
IFM Capital Advisors   January 2014 - August 2014
UBS   February 2013 - January 2014
Darden Restaurants  May 2011 - February 2013
Ruby Tuesday  June 2011 - December 2011
Texas Roadhouse  September 2009 - June 2010
Perkins Dodge   July 2008 - August 2009

Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Restaurants, Microsoft Office, Time Management, Food Service, Restaurant Management, Data Entry, Teamwork, Presentations, Access, Telephone Skills, Social Media, Communication, Public Speaking, Critical Thinking, Leadership

Education
Colorado State University   2010 — 2014
Bachelor of Business Administration (BBA), Accounting

Rampart High School   2006 — 2010
High School Diploma, General Education

Michael Shin, FRM, PRM Michael Shin, FRM, PRM Greater New York City Area Details
Michael Shin, FRM, PRM's UBS Experience December 2001 - January 2002
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   November 2014 - Present
State Street  May 2014 - November 2014
Thomson Reuters  March 2003 - January 2013
Taylor Rafferty  July 2002 - September 2002
UBS   December 2001 - January 2002

Skills
Derivatives, Fixed Income, Financial Markets, Market Data, Options, Market Risk, Portfolio Management, Equities, Risk Management, Analytics, Product Management, Trading, Financial Risk, Credit Risk, Financial Analysis, Analysis

Education
Columbia University - Columbia Business School   2009 — 2009
Risk Manager Certification

Pace University   2001 — 2002
MBA, Financial Management

Inha University   1994 — 1998
BS, Mechanical Engineering

Scott Martin, CFP® , CDFA™ Scott Martin, CFP® , CDFA™ Orlando, Florida Area Details
Scott Martin, CFP® , CDFA™'s UBS Experience August 1992 - September 1994
Job Did you or your financial advisor make 1 of the biggest mistakes that could substantially reduce your retirement income?
Industry Financial Services
Experience
SD Martin Financial Services, Inc   September 1994 - Present
DivorceDirection   December 2008 - March 2013
UBS   August 1992 - September 1994
Merrill Lynch  June 1987 - August 1992
First Investors  June 1984 - June 1987
US ARMY 3rd Armored Cavalry Regiment   July 1975 - July 1978

Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Tax Minimization..., Risk Minimization..., Cash Flow, Retirement Income..., Portfolio Management, Financial Analysis, Financial Forecasting, Debt Management, Long Term Care Planning, 401k Rollovers, IRAs, Roth IRA, Investments, Retirement, Strategic Financial..., Financial Advisory, Wealth, Securities, Financial Services, Finance, Investment Strategies, Asset Allocation, Financial Planners, 401k, High Net Worth..., Risk Management, Insurance, Due Diligence

Education
College For Financial Planning   1994 — 1996
Certified Financial Planner, Financial Planning and Services

Institute For Divorce Financial Analyst   2009 — 2009
Certified Divorce Financial Analyst, Divorce Financial Planning

Colorado State University   1980 — 1983
Bachelor's degree

Union Endicott High School

Harry Layman Harry Layman Greater New York City Area Details
Harry Layman's UBS Experience March 2011 - September 2012
Job Vice President at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities  September 2014 - Present
Sidley Austin LLP  September 2013 - September 2014
UBS   March 2011 - September 2012
Quinn Emanuel  May 2009 - August 2009
Morgan Stanley  March 2005 - September 2006
Robertson Stephens  1997 - 1997

Skills
Capital Markets, Emerging Markets, Structured Finance, Structured Products, Portfolio Management, Financial Structuring, Trading, Bonds, Commodity

Education
Columbia University School of Law   2007 — 2010
JD

New York University   2003 — 2004
MA, Economics

Columbia University in the City of New York   1998 — 2002
BA, Political Science

TJHSST   1994 — 1998

Susan Glendon Susan Glendon New York, New York Details
Susan Glendon's UBS Experience March 2005 - June 2009
Job Career Counselor as Independent Contractor
Industry Human Resources
Experience
Pace University  2014 - 2015
Gartner  January 2010 - December 2013
UBS   March 2005 - June 2009
Citigroup  March 1995 - March 2005

Skills
Capital Markets, Fixed Income, Recruiting, Onboarding, Talent Acquisition, Training, Strategy, Equities, Finance, Management, Leadership, Financial Modeling, Temporary Placement, Hiring, Marketing, Strategic Planning, Investment Banking

Education
Columbia University - Columbia Business School
MBA, Finance

Smith College
AB, Economics

Jamie Ellen Stern Jamie Ellen Stern New York, New York Details
Jamie Ellen Stern's UBS Experience September 2011 - Present
Job Managing Director, Senior Litigation Counsel at UBS
Industry Investment Banking
Experience
UBS   September 2011 - Present
ING Financial Services  October 2010 - January 2011
ING Insurance Americas  May 2008 - September 2010
The Bank of New York Mellon  July 2006 - January 2008
Verizon Communications Inc  April 1995 - July 2006
Gibson, Dunn & Crutcher LLP   August 1987 - May 1994
Davis Polk & Wardwell LLP  September 1977 - July 1987
The Honorable Thomas P. Griesa, US District Judge SDNY   September 1976 - August 1977

Skills
Corporate Law, Mergers, Intellectual Property, Licensing, Due Diligence, Capital Markets, Joint Ventures, Litigation

Education
Columbia Law School   1973 — 1976
JD, Law, Harlan Fiske Stone Scholar

Yale University   1969 — 1972
BA, Intensive English, Magna Cum Laude, Phi Beta Kappa

Ji Park Ji Park San Francisco Bay Area Details
Ji Park's UBS Experience 2010 - 2013
Job Finance Manager at Facebook
Industry Internet
Experience
Facebook  April 2015 - Present
Credit Suisse  2014 - 2015
UBS   2010 - 2013
Keane  2004 - 2008
Biogen Idec  2004 - 2008
Stanford University  2002 - 2004
The Hammer Lab   1998 - 2002

Skills
Valuation, Financial Modeling, Equity Research, Competitive Analysis, Investment Banking, Investments, Due Diligence, Equities, Private Equity, Corporate Finance, Capital Markets, Mergers & Acquisitions, Market Research, Financial Analysis, Venture Capital, Corporate Development, Portfolio Management, Hedge Funds, Financial Markets, Analysis, Fixed Income, DCF, Bloomberg, Fundamental Analysis, Equity Valuation, Investment Valuation, Financial Accounting, Financial Statements, Technology, Biotechnology, Healthcare

Education
Columbia University - Columbia Business School   2008 — 2010
MBA, Finance & Economics

University of Arizona   1998 — 2002
BS, Computer Science

University of Arizona   1998 — 2002
BS, Molecular & Cellular Biology

Brian Coyne Brian Coyne Greater New York City Area Details
Brian Coyne's UBS Experience June 1996 - August 2000
Job VP Investor Relations & Financial Planning at Fusion
Industry Information Services
Experience
Fusion  March 2015 - Present
National Alliance Capital Markets  December 2013 - February 2015
3rdRev LLC   April 2010 - December 2013
Wedge Partners  June 2009 - March 2010
FBR Capital Markets  March 2004 - August 2008
Needham & Company  March 2002 - March 2004
Lehman Brothers  August 2000 - August 2001
UBS   June 1996 - August 2000

Skills
Corporate Finance, Investment Banking, Private Equity, Mergers, Investments, Research, Equities, Securities, Valuation, Equity Research, Financial Modeling, Hedge Funds, Asset Managment, Capital Markets, Venture Capital, Due Diligence, Financial Analysis, DCF, Series 7, Series 79, Series 63, Corporate Development, Private Placements, Finance, Strategy, Asset Management, M&A experience, FINRA, Mergers & Acquisitions, Alternative Investments, Investor Relations, Capital Raising, Equity Valuation, Financial Markets, Investment Strategies, Financial Structuring

Education
Columbia University - Columbia Business School   1994 — 1996
MBA

Vanderbilt University   1987 — 1991
BA

Jason Sun Jason Sun Greater New York City Area Details
Jason Sun's UBS Experience October 2010 - December 2010
Job Analyst at The D. E. Shaw Group
Industry Investment Management
Experience
The D. E. Shaw Group   September 2013 - Present
Barclays  June 2012 - August 2013
Barclays Capital  June 2011 - August 2011
UBS   October 2010 - December 2010
Nexon  June 2010 - August 2010

Education
Columbia College (NY)   2008 — 2012
BA, Financial Economics

Christian Capasso Christian Capasso New York, New York Details
Christian Capasso's UBS Experience August 2009 - May 2013
Job Senior Associate at Summit Rock Advisors
Industry Financial Services
Experience
Summit Rock Advisors  May 2013 - Present
UBS   August 2009 - May 2013
SlantShack Jerky, LLC   December 2009 - June 2012
UBS Private Wealth Management  June 2007 - August 2009

Skills
Financial Modeling, Valuation, Equities, Private Equity, Investment Management, Investment Banking, Corporate Finance

Education
Columbia Business School   2012 — 2014

Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics

Arash Bahar Arash Bahar Garden City, New York Details
Arash Bahar's UBS Experience January 2008 - August 2008
Job Associate Attorney at Assadi & Milstein
Industry Law Practice
Experience
Assadi & Milstein   February 2015 - Present
U.S. Department of Commerce   May 2012 - August 2012
The Blakely Group   May 2011 - August 2011
UBS   January 2008 - August 2008

Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Legal Research, Editing, Social Media, Public Speaking, Legal Writing, Data Analysis, Westlaw, Legal Assistance, Litigation

Education
University of California, Los Angeles - School of Law   2010 — 2013
Juris Doctor (J.D.)

Columbia College (NY)   2006 — 2010
Bachelor's Degree, Economics-Political Science

Kristen McFadden Gandhi Kristen McFadden Gandhi Greater New York City Area Details
Kristen McFadden Gandhi's UBS Experience July 1999 - June 2000
Job Global Head of Service Transition
Industry Information Technology and Services
Experience
IPsoft  April 2007 - Present
Columbia University  June 2002 - April 2007
Partsearch Technologies  May 2001 - May 2002
Idealab  July 2000 - May 2002
UBS   July 1999 - June 2000

Skills
IT Strategy, Data Center, Enterprise Architecture, Cloud Computing, Linux, Perl, Disaster Recovery, IT Management, ITIL, Solaris, Unix, IT Service Management, Integration, Solution Architecture, VMware, Virtualization, IT Operations, SDLC, High Availability, Software Project..., Databases, Enterprise Software, Security

Education
Columbia College (NY)
BA, Mathematics, Computer Science

Columbia University in the City of New York
MS, Technology Management

Nikhil Jhawar Nikhil Jhawar Greater New York City Area Details
Nikhil Jhawar's UBS Experience February 2012 - Present
Job Associate Director
Industry Computer & Network Security
Experience
UBS   February 2012 - Present
TD Ameritrade  December 2010 - February 2012
Vigilant, LLC  April 2008 - December 2010

Skills
Security Architecture..., Information Security, Penetration Testing, SIEM, ArcSight, CISSP, Information Security..., Fraud Detection, PCI DSS, Application Security, Security, Vulnerability Management, Identity Management

Education
Columbia Engineering   2006 — 2007
Masters, Computer Science

Andrew Baird Andrew Baird Greater Denver Area Details
Andrew Baird's UBS Experience June 2011 - August 2011
Job Redwoods analyst at DaVita
Industry Financial Services
Experience
DaVita  September 2012 - Present
UBS   June 2011 - August 2011
Colorado College Center for Service and Learning   May 2010 - September 2010

Education
Colorado College   2008 — 2012

Jared Behnke Jared Behnke Dallas/Fort Worth Area Details
Jared Behnke's UBS Experience 2007 - 2011
Job Managing Director at Transitus Capital
Industry Financial Services
Experience
Transitus Capital   March 2015 - Present
Esposito Securities, LLC  March 2013 - February 2015
UBS   2007 - 2011
AT&T  2004 - 2007
SBC Communications  January 2000 - January 2004
diAx   1999 - 2000

Skills
Mergers, Valuation, Investment Banking, Financial Modeling, Financial Analysis, Market Analysis, Marketing Strategy, Mergers & Acquisitions, Capital Markets, Portfolio Management, Corporate Development, Finance, Investments, Due Diligence, Equities, Business Strategy, Forecasting, Corporate Finance, Strategic Planning, Strategy, Business Development, Private Equity

Education
Columbia University - Columbia Business School   2006 — 2007
MBA, Finance

The University of Texas at Austin   1993 — 1998
BBA, Marketing

Cypress Creek High School

John Schlesinger John Schlesinger San Francisco Bay Area Details
John Schlesinger's UBS Experience 1997 - 2000
Job
Industry Investment Banking
Experience
Instream Analytics LLC   February 2015 - Present
Instream Partners LLC  2003 - Present
IDXP Analytics, Inc.   2013 - 2014
Soundview Technology   1999 - 2003
UBS   1997 - 2000
Salomon Brothers  1978 - 1992

Skills
Investment Banking, Venture Capital, Mergers, Corporate Development, Valuation, Private Equity, Corporate Finance, Mergers & Acquisitions, Investments, Financial Modeling, Equities, Financial Services, Start-ups, Finance, Due Diligence, Equity Research, Emerging Markets, Strategy, Management, Business Strategy, Entrepreneurship, Executive Management

Education
University of Pennsylvania - The Wharton School   1975 — 1978
MBA

Colorado College   1966 — 1970
BA

Loomis

Charlotte Li Charlotte Li New York, New York Details
Charlotte Li's UBS Experience September 2012 - December 2012
Job Actuarial Consulting Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte  August 2015 - Present
Deloitte  June 2014 - August 2014
StepStone Group  May 2013 - August 2013
UBS   September 2012 - December 2012
Goldsmith & Co  March 2012 - August 2012
Columbia University, Office of the University Chaplain   September 2011 - May 2012
Premium Lounge NYC   January 2012 - March 2012

Skills
Research, Bloomberg Terminal, Event Planning, Matlab, Microsoft Excel, Java, Social Media, Economics, Market Research, QuickBooks, Analysis

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2011 — 2015
B.S. Operations Research: Engineering Management Systems, Minor in Economics

Bin Wang Bin Wang Greater New York City Area Details
Bin Wang's UBS Experience August 2011 - June 2013
Job Senior Software Developer at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP  September 2015 - Present
JPMorgan Chase  June 2013 - September 2015
UBS   August 2011 - June 2013

Skills
Java, Spring, JavaScript, Ext JS, Agile Methodologies, Continuous Integration, Requirements Analysis, JUnit, Git, REST, SDLC, Test Driven Development, Messaging, jQuery, SOA, Unix, Oracle Database, MongoDB, Hibernate, SQL, Subversion, Java Enterprise Edition, Maven, Ant, Sencha Touch, Web Applications, Android Development, Mobile Applications, OSGi, AOP, PL/SQL, Solr, Weka, Data Mining, AJAX, PHP, Python, CakePHP, HTML, CSS, SASS, Mockito, JSP, Comet

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2009 — 2010
MS, Electrical Engineering

Xi'an Jiaotong University   2005 — 2009
BS, Electrial Engineering

Johannes Maier Johannes Maier New York, New York Details
Johannes Maier's UBS Experience July 2010 - January 2011
Job Hedge Funds Business Development
Industry Financial Services
Experience
Bloomberg LP  July 2012 - Present
Bloomberg L.P.   March 2011 - June 2012
UBS   July 2010 - January 2011
GLL Real Estate Partners  June 2010 - August 2010
Darwin Fenner Fund  January 2010 - May 2010
Bayerische Landesbank  June 2007 - August 2007

Skills
Bloomberg, Financial Analysis, Performance Attribution, Portfolio Management, Sales Presentations, Equities, Hedge Funds, Investments, Mutual Funds, Client Relations Skills, Bloomberg Terminal, Finance, Equity Valuation, Equity Research, Asset Management, Credit Analysis, Fixed Income, Financial Modeling, Emerging Markets, Public Speaking

Education
Columbia University - Columbia Business School   2014 — 2016
Master of Business Administration (MBA)

Tulane University - A.B. Freeman School of Business   2008 — 2010
Bachelor of Science (B.Sc.), Finance

WU (Vienna University of Economics and Business)   2006 — 2008
International Business Administration

Emily Bort Emily Bort Greater Seattle Area Details
Emily Bort's UBS Experience June 2001 - August 2005
Job Mortgage Advisor at Opes Advisors
Industry Banking
Experience
Opes Advisors  May 2014 - Present
Washington Custom Concrete   2002 - Present
Sterling Bank  November 2011 - May 2014
Bank of America  August 2005 - November 2011
UBS   June 2001 - August 2005

Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, Loan Origination, Credit, Finance

Education
Colorado College   1997 — 2001
Bachelor of Arts, Economics

Enumclaw High School

Christopher Lazzo Christopher Lazzo New York, New York Details
Christopher Lazzo's UBS Experience October 1992 - June 2005
Job Technical Solutions Manager at MDSL
Industry Information Technology and Services
Experience
MDSL  July 2005 - Present
UBS   October 1992 - June 2005

Skills
Market Data, Integration, Business Intelligence, Business Process, Project Management, Databases, Microsoft SQL Server, Vendor Management, Business Analysis, Software Documentation, Data Integration, Business Process..., Cloud Computing, Enterprise Software, Solution Architecture, IT Management, Procurement, Application Lifecycle..., IT Service Management, Low Latency, Trading Systems, Management, Security, Outsourcing, Managed Services, IT Strategy, Product Management, SOA, Process Improvement, Agile Methodologies, Software Development, SDLC, SQL, T-SQL, Service Delivery, Requirements Analysis, SaaS, Enterprise Architecture, Data Center, ITIL, Disaster Recovery, Project Delivery, Requirements Gathering, Problem Solving, Financial Markets, Investment Banking, Application Management, Permissioning Systems

Education
Columbia College Chicago   1982 — 1989
BA, Music Composition

Michael Beloff, CFP® Michael Beloff, CFP® Greater New York City Area Details
Michael Beloff, CFP®'s UBS Experience September 2001 - August 2004
Job Financial Advisor, Special Needs Financial Planner, Financial Services Representative, CFP®, ChFC®, CAP®
Industry Financial Services
Experience
Barnum Financial Group, An Office of MetLife  September 2009 - Present
Morgan Stanley  August 2004 - September 2009
UBS   September 2001 - August 2004
LBi US  2000 - 2001
LexisNexis & Martindale-Hubbell   1995 - 2000
Willkie Farr & Gallagher LLP  1991 - 1994

Skills
Retirement Planning, Financial Planning, Special Needs Planning, Special Needs Trusts, Social Security, Developmental..., Advocacy, Disabilities, Retirement, Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Asset Management, Investment Strategies, Investments, Securities, Fixed Income, Equities, Mutual Funds, Alternative Investments, Series 66, Series 7

Education
Columbia Law School   1988 — 1991
JD

SUNY Albany   1984 — 1988
BS, Business, Math

Alina Okun Alina Okun Greater New York City Area Details
Alina Okun's UBS Experience 2006 - 2009
Job Director of Global Accounting at Analytic Partners
Industry Market Research
Experience
Analytic Partners  April 2012 - Present
Expense Reduction Analysts  December 2010 - March 2012
The Great Atlantic & Pacific Tea Company  2009 - 2010
UBS   2006 - 2009
UBS   2004 - 2006
Simon and Schuster  2002 - 2004
Arthur Andersen & Co.   2000 - 2002
Fortis  1999 - 1999

Skills
Finance, Accounting, Financial Analysis, Financial Reporting, Analysis, Analytics, Cash Management, Leadership, Managerial Finance, Management Consulting, Corporate Finance, Entrepreneurship, Business Process..., Strategic Financial..., Risk Management, Business Planning, Strategic Planning, Strategy, Financial Audits, Process Improvement, Financial Accounting, Business Strategy, Enterprise Risk..., Business Analysis, Financial Planning

Education
Pace University - Lubin School of Business   1996 — 2000
BBA

Fairleigh Dickinson University-Metropolitan Campus   2005 — 2010
MBA

Columbia University - Columbia Business School   2014 — 2014
Certificate

Igor Zelenberg Igor Zelenberg Greater New York City Area Details
Igor Zelenberg's UBS Experience 2006 - 2006
Job Trader at HRT
Industry Financial Services
Experience
Hudson River Trading  March 2015 - Present
Getco LLC  December 2012 - March 2015
Eladian Partners  September 2011 - November 2012
Goldman Sachs  March 2007 - September 2011
UBS   2006 - 2006

Skills
Electronic Trading, Trading Systems, Equities, Equity Derivatives

Education
NYU Stern School of Business   2011 — 2014
MBA

Columbia University - Fu Foundation School of Engineering and Applied Science   2003 — 2007
BSE, Chemical Engineering, Economics

CFA Institue
CFA Charterholder

Irina Sedighi, CFA Irina Sedighi, CFA Greater New York City Area Details
Irina Sedighi, CFA's UBS Experience June 2001 - December 2002
Job Finance Professional
Industry Financial Services
Experience
Evo Payments International  June 2011 - Present
Zebile LLC   2009 - 2012
PanAmerican Capital   May 2008 - August 2008
HSBC  August 2004 - December 2006
Gruppo, Levey & Co   February 2003 - August 2004
UBS   June 2001 - December 2002

Skills
Project Management, Financial Modeling, Competitive Analysis, Valuation, Mergers, Due Diligence, Corporate Finance, Market Research, Entrepreneurship, Start-ups, Business Strategy, Strategy, Financial Analysis, Analysis, Business Analysis, Finance, Management, Budgeting, Financial Planning, Forecasting

Education
Columbia University - Columbia Business School   2007 — 2009
MBA

University of Pennsylvania   1997 — 2001
BSE, Wharton - Finance, Accounting

University of Pennsylvania   1997 — 2001
BAS, SEAS - Applied Science

Angela Zhao Angela Zhao Greater New York City Area Details
Angela Zhao's UBS Experience January 2011 - May 2011
Job Analyst at Barclays
Industry Financial Services
Experience
Barclays  October 2014 - Present
IBM  August 2013 - October 2014
Goldman Sachs  May 2012 - August 2012
New Tang Dynasty Television (NTDTV)   May 2008 - September 2011
Bloomberg LP  July 2011 - July 2011
UBS   January 2011 - May 2011
Barneys New York  September 2010 - December 2010

Skills
Marketing, Bloomberg, Market Research, Sales, Equities, Bloomberg Terminal, Spanish, Strategy, Analytics, Business Strategy, Data Analysis, Economics

Education
Barnard College of Columbia University   2009 — 2013
B.A.

Columbia College (NY)   2009 — 2013
B.A.

Craig Orchant Craig Orchant New York, New York Details
Craig Orchant's UBS Experience June 1991 - March 1996
Job Partner at EA Markets LLC
Industry Financial Services
Experience
EA Markets LLC   January 2009 - Present
Barclays Capital  October 2005 - September 2008
Deutsche Bank  March 1996 - September 2005
UBS   June 1991 - March 1996

Skills
Investments, Derivatives, Capital Markets, Structured Finance, Hedge Funds, Investment Banking, Corporate Finance, Fixed Income, Valuation, Mergers, Financial Structuring, Equities

Education
Columbia Business School
MBA

Cornell University
Master of Science (MS)

New Mexico Institute of Mining and Technology   1980 — 1983
Bachelor of Science (BSc), Geological Engineering

David Basinger David Basinger Alexandria, Virginia Details
David Basinger's UBS Experience December 1999 - October 2002
Job Financial Advisor Basinger Financial Group a financial advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Basinger Financial Group, a financial advisory practice of Ameriprise Financial   October 2002 - Present
UBS   December 1999 - October 2002
Merrill Lynch  August 1993 - December 1999

Education
George Mason University   1981 — 1984
Accounting

Colorado State University

Jack Kreitler Jack Kreitler New York, New York Details
Jack Kreitler's UBS Experience June 2013 - August 2013
Job Institutional Sales at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein  June 2014 - Present
UBS   June 2013 - August 2013

Skills
Economics, Spanish, Excel, PowerPoint, Word, Social Media, Communications, Public Speaking, Political Science, International Policy, International Relations, WFR Certified, Data Analysis, Fundraising, Research, Microsoft Excel, Facebook

Education
Colorado College   2011 — 2014
International Political Economy

Universidad de Salamanca   2012 — 2012
Spanish

Jake Makar Jake Makar Greater New York City Area Details
Jake Makar's UBS Experience August 2011 - November 2011
Job J.D. Candidate at Columbia Law School
Industry Law Practice
Experience
Columbia Law School  Legal InternNational Football LeagueJune 2015 - August 2015
Reed Smith LLP  October 2013 - July 2014
Millward Brown  June 2012 - August 2012
UBS   August 2011 - November 2011
Sikorsky Aircraft  June 2011 - August 2011
Cornell Sports Management Club   January 2011 - August 2011
Sikorsky Aircraft  June 2010 - August 2010

Skills
Microsoft Office, Spanish, XHTML, CSS, Regression Analysis, Morningstar, Research, Market Research, Team Management, Strategic Planning, Editing

Education
Columbia Law School   2014 — 2017
Doctor of Law (J.D.)

Cornell University   2009 — 2013
Bachelor of Arts (B.A.), Economics, History

University College London, U. of London   2012 — 2012

Carlos Medeiros Carlos Medeiros Greater New York City Area Details
Carlos Medeiros's UBS Experience June 2010 - June 2012
Job Investment Professional
Industry Financial Services
Experience
VR Investments   June 2012 - Present
UBS   June 2010 - June 2012
Vergent Partners   2005 - 2008
Constellation Asset Management - Brazil   2005 - 2006

Skills
Valuation, Financial Modeling, Equities, Private Equity, Mergers, Corporate Finance, Investments, Hedge Funds, Financial Analysis, Investment Banking, Capital Markets, Value Investing

Education
Columbia University - Columbia Business School   2009 — 2010
MBA

Fundação Getúlio Vargas
Bachelor's degree

Colin Langan Colin Langan Greater New York City Area Details
Colin Langan's UBS Experience May 2005 - Present
Job Analyst at UBS
Industry Financial Services
Experience
UBS   May 2005 - Present
Deloitte  August 1999 - August 2003

Skills
Financial Analysis, Financial Reporting, Equities, Financial Modeling, Bloomberg, Valuation, Hedge Funds, Capital Markets, Investment Banking, Corporate Finance, Investments, Derivatives, Portfolio Management, Asset Management, Private Equity, Equity Research, Due Diligence, Fixed Income, Finance, Business Valuation, Strategic Financial..., Alternative Investments, Analysis

Education
Columbia University - Columbia Business School   2003 — 2005
Master of Business Administration (MBA)

University of Notre Dame   1995 — 1999
BBA, Accounting

Josette Jean-francois Josette Jean-francois Greater New York City Area Details
Josette Jean-francois's UBS Experience 1996 - 1999
Job Senior Director, People Development at Coach
Industry Publishing
Experience
Coach  February 2012 - Present
Standard and Poors  September 2009 - March 2012
McGraw-Hill  March 2007 - August 2009
Brown Brothers Harriman  September 2004 - March 2007
JP Morgan Chase  January 2001 - November 2002
Mercer Human Resource Consulting  1998 - 2001
UBS   1996 - 1999

Skills
Organizational..., Organizational Change, Leadership Development

Education
Columbia University - Columbia Business School   1995 — 2000
MA, Organizational Leadership and Learning

Syracuse University   1981 — 1985
B.S., Business

Chris Yeagley Chris Yeagley Greater New York City Area Details
Chris Yeagley's UBS Experience January 2009 - September 2015
Job ExchangeTraded Product Development and Distribution
Industry Financial Services
Experience
UBS   January 2009 - September 2015
Deutsche Bank  May 2005 - December 2008
Merrill Lynch  August 1997 - May 2005

Skills
Fixed Income, Derivatives, Structured Products, Investments, Equities, Structured Finance, Alternative Investments, Capital Markets, Emerging Markets, Equity Derivatives, Hedge Funds, Hedging, Investment Banking, Options, Bloomberg, Asset Management, Portfolio Management

Education
Columbia University - Columbia Business School   2002 — 2004
MBA

Vanderbilt University   1993 — 1997
Bachelor of Arts, Economics

Brad Kolstoe Brad Kolstoe Denver, Colorado Details
Brad Kolstoe's UBS Experience 1991 - 1997
Job Vice President at Lightstone Group
Industry Financial Services
Experience
Lightstone Group  September 2013 - Present
bk / consult, llc   February 2013 - September 2013
UBS Financial Services  December 2011 - February 2013
Cembra Financial Group, LLC   February 2010 - December 2011
Phoenix Life Insurance Company  2002 - 2009
Universal Financial Consultants  2004 - 2005
MFS Investment Management  2000 - 2001
Delaware Investments  1997 - 2000
UBS   1991 - 1997

Skills
Leadership, Fixed Annuities, Insurance, Life Insurance, Investments, Sales Operations, Public Speaking, Series 7, Series 24, Series 63, Series 65, Colorado Life, Health &..., Retirement, Retirement Planning, 401k, Variable Annuities, Asset Allocation, Alternative Investments, Investment Advisory, Sales Management, Relationship Management, Financial Services, Portfolio Management, Estate Planning, Financial Advisory, Strategic Financial..., Mutual Funds, Finance, Financial Planners, Wealth Management, Long-term Care, Securities

Education
Colorado State University   1971 — 1976
BS, Biological & Physical Sciences

University of Wyoming College of Law

Jeffrey Newell Jeffrey Newell Littleton, Colorado Details
Jeffrey Newell's UBS Experience November 2000 - November 2007
Job Senior Vice PresidentInvestments / Investment Management Consultant, WMS at Raymond James ✪20+ years as wealth manager✪
Industry Financial Services
Experience
Raymond James  November 2007 - Present
UBS   November 2000 - November 2007
Dain Rauscher  1998 - 2001
Piper Jaffray  1995 - 1998

Skills
Securities, Financial Advisory, Estate Planning, Wealth, Finance, Investments, Retirement Planning, Mutual Funds, Wealth Management, Series 7, Retirement, Portfolio Management, Alternative Investments, Investment Strategies, Team Building, Financial Planning, Asset Allocation, Investment Advisory, Investment Management, Asset Management, Series 63, Financial Services, Marketing, Financial Analysis, High Net Worth..., Equities, Risk Management, 401k

Education
University of Northern Colorado   1985 — 1989
B.S. Finance and General Business, Finance, Business, Economics, and a minor in History

Colorado Mesa University   1984 — 1985
Business Administration and Management, General

Nicole Pey Nicole Pey New York, New York Details
Nicole Pey's UBS Experience August 2015 - Present
Job Analyst for UBS Financial Services
Industry Financial Services
Experience
UBS   August 2015 - Present
UBS Wealth Management  June 2014 - August 2014
UBS Wealth Management  May 2013 - August 2013
Colorado College  August 2012 - May 2013

Skills
Financial Modeling, Research, Analysis, Microsoft Excel, Equities, Leadership, Communication, Derivatives, Bloomberg Terminal, Bloomberg, Fixed Income, Valuation, Time Management, Java, C++, iOS

Education
Colorado College   2011 — 2015
BA, Mathematics

Budapest Semesters in Mathematics   2013 — 2013
Mathematics

Anita Angelica Moore Anita Angelica Moore New York, New York Details
Anita Angelica Moore's UBS Experience June 2015 - August 2015
Job MBA Candidate Yale School of Management
Industry Pharmaceuticals
Experience
UBS   June 2015 - August 2015
GlobalData  2012 - August 2014
GlobalData  May 2011 - September 2012
Clinilabs  March 2009 - December 2010
Screen Actors Guild  January 2007 - January 2009

Skills
Biotechnology, Business Development, Strategy, Market Analysis, Financial Analysis, Market Research, Pharmaceutical Industry, Competitive Intelligence, Start-ups, Clinical Trials, Strategic Consulting, Oncology, Marketing Strategy, Clinical Research, Lifesciences, Research, Competitive Analysis, Sales, Data Analysis, Analysis, Analytics, Portfolio Management, Healthcare, Commercialization, Medical Devices, Statistics, Licensing, Venture Capital, Market Intelligence, Regulatory Affairs, Forecasting, Cross-functional Team..., Clinical Development, Drug Discovery, Marketing Research

Education
Yale University - Yale School of Management   2014 — 2016
Master of Business Administration (MBA)

Columbia University - Fu Foundation School of Engineering and Applied Science   2004 — 2007
B.S., Biomedical Engineering

Johns Hopkins University, Whitaker Institute   2002 — 2004
Bachelor of Science (B.S.), Biomedical Engineering

Jim Cantalini Jim Cantalini Greater New York City Area Details
Jim Cantalini's UBS Experience May 1996 - June 1999
Job Board Advisor for Corporate Strategy, Growth and Leadership
Industry Executive Office
Experience
Newport Board Group  February 2014 - Present
Torsted Advisors   February 2007 - Present
High Speed Video   August 2010 - January 2013
Gist Communications, Inc.   January 2001 - January 2007
Interim Management & Advisory   June 1999 - January 2001
UBS   May 1996 - June 1999
Spring Capital Group, Inc.   1987 - 1996
Credit Suisse First Boston  August 1985 - May 1987
Lehman Brothers  1983 - 1985

Skills
Executive Management, Strategic Partnerships, Digital Strategy, Restructuring, Strategic Communications, Digital Media, Business Analysis, Risk Assessment, Negotiation, Financial Analysis, Debt, Equities, Business Strategy, Marketing Strategy, Operations Management, Business Development, Start-ups, Leadership, Market Research, Product Development, Entrepreneurship, Product Management, Investment Banking, Cross-functional Team..., Corporate Finance, Strategy, Management, Finance, Analysis, Investments

Education
The University of Chicago - Booth School of Business   1972 — 1974
MBA, Finance

Université catholique de Louvain   1973 — 1974
3e Lic., International Economics

College of the Holy Cross   1967 — 1971
AB, History

Richard Pilkington Richard Pilkington Greater New York City Area Details
Richard Pilkington's UBS Experience August 2013 - July 2014
Job Principal Consultant and Informationist
Industry Information Technology and Services
Experience
Knowledgent  March 2015 - Present
EMC  July 2014 - March 2015
UBS   August 2013 - July 2014
IMC  May 2013 - August 2013
Syncsort  January 2012 - April 2013
Syncsort  May 2010 - December 2012
Syncsort  October 2008 - April 2010
SYNCSORT  April 2007 - September 2008
AIG  2005 - 2007
AIG  2003 - 2005

Skills
Analytics, Business Intelligence, Product Management, Business Analysis, Cloud Computing, Enterprise Software, Product Marketing, Strategic Planning, Business Strategy, Business Analytics, Business Development, SaaS, Project Management, Data Mining, Marketing Strategy, Program Management, Cross-functional Team..., Database Marketing, Competitive Analysis, CRM, Marketing Communications, Recruiting, Strategy, Sales Enablement, Software Industry, Salesforce.com, Lead Generation, Big Data, Solution Selling, Management, Business Process..., Go-to-market Strategy, Storage, Direct Sales, Multi-channel Marketing, Demand Generation, Business Alliances, Leadership, Business Process, Strategic Partnerships, Consulting, Executive Management, Partner Management, Market Research, Channel Partners, Professional Services, Pre-sales, Sales, Storage Virtualization, Data Warehousing

Education
Columbia University - Columbia Business School   1991 — 1992
MBA, Operations and Technology

Columbia University - School of International and Public Affairs   1990 — 1991
MIA, International Business, Latin America

Columbia University in the City of New York   1989 — 1990
MA, School of Arts and Sciences

Columbia University - Fu Foundation School of Engineering and Applied Science   1982 — 1987
BS, Industrial Engineering / Operations Research (IEOR)

Columbia University in the City of New York   1982 — 1987
BA, Columbia College

Aditya Bir Aditya Bir Greater New York City Area Details
Aditya Bir's UBS Experience June 2011 - Present
Job CFT Mobile UBS
Industry Computer Software
Experience
UBS   June 2011 - Present
UBS Investment Bank  2012 - 2015

Skills
Java, C, Perl, Unix, C++, SQL, Algorithms, Eclipse, JSP, Python, Spring

Education
Columbia Engineering   2010 — 2011

Jamnabai Narsee School

Keith Robinson, CIMA Keith Robinson, CIMA Greater Denver Area Details
Keith Robinson, CIMA's UBS Experience January 1998 - April 2009
Job Sr Investment Management Consultant Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  April 2009 - Present
UBS   January 1998 - April 2009

Skills
Series 7, Series 63, Cash Management, 401k, Estate Planning, Financial Advisory, Hedge Funds, Investment Advisory, Investment Management, Series 65, Portfolio Management, Wealth Management, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Strategies, Investments, Retirement Planning

Education
University of Pennsylvania - The Wharton School   2006 — 2007
Certified Investment Management Analyst

Colorado State University   1993 — 1997
BS - Business Administration, Accounting

Hershel Wolf Hershel Wolf Greater New York City Area Details
Hershel Wolf's UBS Experience January 2003 - March 2011
Job CIO at Parameds.com
Industry Computer Software
Experience
Parameds.com  May 2012 - Present
Wolf Consulting   April 2010 - April 2012
UBS   January 2003 - March 2011
UBS   January 2001 - December 2002
UBS AG  November 1998 - December 2001
Prodigy Services Corporation   January 1985 - October 1998
Bankers Trust Corporation   January 1984 - January 1985

Skills
Project Management, Program Management, Microsoft Office, Visual Basic, Microsoft Excel, CICS, IBM Mainframe, Autosys, Job Scheduling, Data Center, ITIL Certified, Asset Managment, Capacity Planning, Mainframe, Leadership, Management, Strategy, Servers, Asset Management, Information Technology, SDLC, IT Management, Enterprise Software, Integration, Strategic Planning

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   1968 — 1972
BS, Mathematical Methods and Operations Research

Cynthia Niesen Cynthia Niesen Greater New York City Area Details
Cynthia Niesen's UBS Experience August 2006 - April 2009
Job Wealth Manager at USAA Wealth Management
Industry Investment Management
Experience
USAA Wealth Management  July 2014 - Present
Citi Personal Wealth Management  December 2011 - July 2014
Seidman Private Advisors LLC   October 2009 - January 2012
UBS   August 2006 - April 2009
Morgan Stanley  March 2004 - May 2006
HSBC  January 2002 - October 2003
WestLB  October 1991 - June 2001
The Chase Manhattan Bank  July 1974 - April 1983

Education
Columbia University - Columbia Business School   1978 — 1979
MS

Manhattanville College
BA

Evan Mellos CFA FRM PMP Evan Mellos CFA FRM PMP Greater New York City Area Details
Evan Mellos CFA FRM PMP's UBS Experience December 2013 - June 2014
Job Consulting Project Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch / Bank of America  June 2014 - Present
UBS   December 2013 - June 2014
Royal Bank of Scotland  April 2012 - December 2013
MetLife/AIG   February 2010 - April 2012
AIG  January 2009 - August 2010
AIG  January 2003 - January 2009
AIG  September 2001 - January 2003
Citibank  1999 - 2001
Dime Bank  1998 - 1999
Ocwen Financial Solutions  1993 - 1998

Skills
ALM, Financial Risk, Risk Management, Financial Services, Market Risk, Project Management, SDLC, Fixed Income Analysis, Interest Rate..., FX Derivatives, Hedging, QRM, Treasury Services, Treasury Management, Structured Finance, Portfolio Management, Capital Markets, Requirements Analysis, Credit Risk, Financial Modeling, Banking

Education
Stevens Institute of Technology   2011 — 2013
M.S., Financial Engineering, Derivative Modeling and Pricing

Massachusetts Institute of Technology - Sloan School of Management   2012 — 2012
Certification, Management and Leadership

PMI Institute   2010 — 2011
Project Management Professional Certification, PMP (PMI)

Global Association of Risk Management Professionals   2003 — 2004
Financial Risk Management Certification, FRM (GARP)

Chartered Financial Analyst   1998 — 2001
CFA, (All Levels)

Columbia University - Columbia Business School   1991 — 1993
Master of Business Administration (MBA), Finance, General

Rensselaer Polytechnic Institute   1982 — 1986
B.S., Electrical Engineering, Economics

Howard Isaacson Howard Isaacson Naples, Florida Area Details
Howard Isaacson's UBS Experience May 2003 - September 2007
Job President at Howard Isaacson, Inc.
Industry Financial Services
Experience
Hodges University, Johnson School of Business   September 2015 - Present
Collier Child Care Resources, Inc   July 2015 - Present
Howard Isaacson, Inc.   March 2013 - Present
South Florida National Parks Trust   2010 - Present
CapitalRock Investments LLC   March 2013 - April 2015
Merrill Lynch  September 2007 - March 2013
UBS   May 2003 - September 2007
SMITH BARNEY  April 1999 - May 2003
Deloitte Central Europe  May 1996 - February 1999
Delotte Slovenia   April 1994 - May 1996

Skills
Investment Advisory, Strategic Financial..., Retirement Planning, Asset Managment, Tax, Finance, Investments, Portfolio Management, Securities, Financial Services, Equities

Education
Columbia University - Columbia Business School   1989 — 1991
MBA, Finance and International Management

State University of New York   1988 — 1988
Certified Public Accountant

Georgetown University - The McDonough School of Business   1982 — 1986
BSBA, Finance and Accounting, 3.73 of 4.0

Erika Karp Erika Karp Greater New York City Area Details
Erika Karp's UBS Experience November 1999 - July 2013
Job Founder and CEO, Cornerstone Capital Inc.
Industry Financial Services
Experience
Cornerstone Capital Inc.  August 2013 - Present
UBS   November 1999 - July 2013
UBS Investment Bank  November 1999 - July 2013
Credit Suisse First Boston  June 1991 - November 1999
IBM Corporation  1985 - 1989

Skills
Strategy, Investments, Investment Banking, Portfolio Management, Asset Management, Equities, Investor Relations, Governance, Management, Capital Markets, Leadership, Fixed Income, Bloomberg, Financial Services, Valuation, Finance, Sales, Sustainability, Hedge Funds, Equity Research, Product Management, Investment Management, Consulting, Economics, Wealth Management, Corporate Social..., Research, Financial Modeling, Private Equity, Due Diligence, Securities, Corporate Finance, Series 7, Risk Management, Financial Analysis, Financial Markets, Alternative Investments

Education
Columbia University - Columbia Business School   1989 — 1991
MBA, Finance/Management

University of Pennsylvania - The Wharton School   1981 — 1985
BS Economics, Economics

Jonathan Methuselah Jonathan Methuselah Fort Collins, Colorado Details
Jonathan Methuselah's UBS Experience November 2013 - June 2015
Job CEO & Founder at Realty Technology Consulting LLC
Industry Retail
Experience
Realty Technology Consulting   May 2015 - Present
UBS   November 2013 - June 2015
Lowes Home Improvement  May 2013 - August 2013
Lowe's Home Improvement  June 2012 - August 2012
Self-Employed  April 2007 - August 2012

Skills
Landscaping, Landscape Design, Retail Sales, Sales, Time Management, Critical Thinking, Lawn Care, Horticulture, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Event Planning, Social Media, Facebook, Entrepreneurship

Education
Colorado State University   2011 — 2015
Bachelor’s Degree, Business: Organization and Innovation Management, Corporate Finance, Investment Analysis, Graduated

Legacy High School   2007 — 2011
High School Diploma

Bora Kim Bora Kim Greater New York City Area Details
Bora Kim's UBS Experience June 2011 - May 2012
Job Investment Analyst at Grosvenor Capital Ltd
Industry Financial Services
Experience
Grosvenor Capital Ltd   January 2014 - Present
Credit Suisse  July 2013 - Present
Credit Suisse  June 2012 - August 2012
UBS   June 2011 - May 2012
Woori Investment Bank   June 2008 - August 2008

Skills
Advertising, Non-profits, Leadership, Nonprofits, Public Relations, Economics, Management, Team Building, Training, Teaching, Data Analysis, Analysis, Finance

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2009 — 2013
BS, Industrial Engineering and Operations Research: Financial Engineering

Milton Academy   2005 — 2009
High School

Victoria Gower Victoria Gower Greater Boston Area Details
Victoria Gower's UBS Experience June 2010 - August 2012
Job Boston College
Industry Higher Education
Experience
Boston College  June 2015 - Present
John Galt Staffing  June 2014 - June 2015
Choate Rosemary Hall  June 2013 - July 2013
Wings for Children and Families  June 2012 - August 2012
UBS   June 2010 - August 2012

Skills
Customer Service, Education, Volunteering, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Facebook, Outlook, Social Networking, Leadership, Marketing

Education
College of the Holy Cross   2010 — 2014
Bachelor of Arts (BA), Psychology

Hampden Academy   2006 — 2010

Sheri Bressler Sheri Bressler Greeley, Colorado Details
Sheri Bressler's UBS Experience March 2013 - Present
Job Senior Client Services Associate at UBS
Industry Financial Services
Experience
UBS   March 2013 - Present
Wells Fargo  October 1989 - March 2012

Skills
Microsoft Excel, PowerPoint, Management, Sales, Windows, Training, English, Research, Microsoft Word, Customer Service, Outlook, Microsoft Office, Leadership

Education
Colorado State University   1977 — 1980
Bachelor of Science (B.S.), Sociology with a minor in Criminal Justice

Marc Hershberg Marc Hershberg Greater New York City Area Details
Marc Hershberg's UBS Experience June 2015 - Present
Job Wealth Management Intern at UBS
Industry Financial Services
Experience
UBS   June 2015 - Present
IMB Wealth Advisors   May 2015 - July 2015
Acacia Global Investors   June 2013 - September 2013
Entertainment Events, Inc.   June 2012 - October 2012

Skills
Microsoft Excel, Business Strategy, Competitive Analysis, Strategic Planning, Investment Banking, Financial Services, Microsoft Office, Investments, Commercial Real Estate, Wealth Management, Financial Modeling, Management, Customer Relations, Real Estate Transactions, Portfolio Management, Leadership, Confluence, Xero, Public Speaking, Entrepreneurship, Marketing, Digital Media, Advertising, Media Production, Social Media, Media Planning, Google Apps, Start-ups, Digital Marketing, PowerPoint, Venture Capital, Microsoft Word

Education
Adkins Matchett & Toy   2015 — 2015
Online Course, Finance, General

Yeshiva University Sy Syms Business School   2012 — 2015
Business Administration and Management, Major, Finance, Minor

Columbia University - Columbia Business School   2011 — 2011
High School, Beyond the Game: The Business of Sports, Satisfactory

Moriah School of Englewood
Middle School

Stewart Swan Stewart Swan Greater Denver Area Details
Stewart Swan's UBS Experience July 2007 - Present
Job at UBS
Industry Financial Services
Experience
UBS   July 2007 - Present

Education
University of Denver   2005 — 2007
Master’s Degree

Colorado State University   2000 — 2004
Bachelor’s Degree

Timothy Jayne Timothy Jayne Greater Philadelphia Area Details
Timothy Jayne's UBS Experience January 2009 - Present
Job VP, Senior Portfolio Manager
Industry Financial Services
Experience
UBS   January 2009 - Present
Financial Industry Regulatory Authority  2008 - Present
US Army  September 1991 - August 2009
Wachovia Securities, LLC  January 2004 - January 2009
Morgan Stanley  September 1998 - December 2003

Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Certified Portfolio Manager

University of Pennsylvania - The Wharton School

Drexel University

The King's Christian School

Andrew Forman Andrew Forman Washington D.C. Metro Area Details
Andrew Forman's UBS Experience 1998 - 2001
Job Global Life Sciences Sector Resident, Transaction Advisory Services at EY
Industry Pharmaceuticals
Experience
Ernst & Young  May 2011 - Present
Forman Foresight   April 2008 - May 2011
WR Hambrecht + Co  May 2005 - April 2008
UBS Warburg Dillon Read   November 1996 - June 2001
UBS   1998 - 2001
Cygnus  1992 - 1996
Du Pont  1986 - 1993
Bristol-Myers Squibb  October 1984 - October 1985

Education
Columbia University - Columbia Business School   1986 — 1987
MBA, Business

Rutgers University-New Brunswick   1979 — 1983
BA, Physiology

Yuichi Ando Yuichi Ando Greater New York City Area Details
Yuichi Ando's UBS Experience January 2000 - July 2002
Job Investment Banker at SMBC Nikko
Industry Financial Services
Experience
SMBC Nikko Securities Inc.  October 2013 - Present
Magnolia (Capital) Partners, LLC   November 2010 - September 2013
Goldman Sachs  August 2002 - May 2009
UBS   January 2000 - July 2002
Morgan Stanley  April 1997 - December 1999

Skills
Global Strategy, Start-ups, Strategic Consulting, Investment Banking, Corporate Finance, Mergers, International Business, Mergers & Acquisitions, Financial Modeling, Investments, M&A experience, Management Consulting, Valuation, Venture Capital, Corporate Development

Education
Columbia University - Columbia Business School
Visiting Scholar

Columbia University School of Law
LL.M. (Master of Law)

Kyoto University
LL.B. (Bachelor of Law)

東京学芸大学付属高校

Mark Lau Mark Lau Greater New York City Area Details
Mark Lau's UBS Experience August 2014 - Present
Job Director at UBS
Industry Information Technology and Services
Experience
UBS   August 2014 - Present
Aflac Global Investments  October 2013 - August 2014
Credit Suisse  June 2013 - October 2013
The Federal Reserve Bank of New York  May 2013 - June 2013
J.P. Morgan   October 2010 - February 2013
Razor Onboarding - The Partners Group Inc.   December 2008 - March 2012
CitiGroup  September 2007 - October 2010
Credit Suisse  March 2007 - September 2007
Bear Stearns  January 2006 - March 2007
Thomson Reuters  October 2002 - December 2005

Skills
Fixed Income, Prime Brokerage, Business Analysis, Equities, Project Management, Risk Management, SQL, Program Management, Project Planning, Process Management, SDLC, Agile Methodologies, Onboarding, MS Project, Visio, PowerPoint, Microsoft Word, Real Estate Transactions, Real Estate, Real Estate Financing, Real Estate Development, Tax, Strategic Financial..., Corporate Governance, Microsoft Excel, Margin, Database Analysis, Database Management, Tax Law, Corporate Tax, Real Estate Management, Real Estate Sales, Wealth Management, Wealth Planning

Education
Columbia University - Columbia College   2001 — 2002
Bachelor of Arts (B.A.), Economics

Columbia University - Fu Foundation School of Engineering and Applied Science   1997 — 2001
Bachelor of Science (B.S.), Engineering Management Systems

Stuyvesant High School   1993 — 1997
Diploma, Mathematics

Mark Twain JHS   1991 — 1993
Diploma, Mathematics

Dan Raab Dan Raab Greater New York City Area Details
Dan Raab's UBS Experience August 2011 - February 2013
Job Managing Director, Head of Commodity Index Products Marketing at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities  January 2015 - Present
ETF Securities (US) LLC   November 2013 - January 2015
The Falconwood Corporation  March 2013 - November 2013
UBS   August 2011 - February 2013
Credit Suisse  April 2009 - August 2011
AIG Financial Products  July 2003 - April 2009
AIG Trading Group  March 1992 - June 2003
Citibank Investment Bank   1990 - 1992
Mitsui Bank   1989 - 1990
CM&M/HSBC Marine Midland   1986 - 1989

Skills
Derivatives, Fixed Income, Capital Markets, Equities, Investment Banking, Hedge Funds, Commodity, Trading, Investments, Financial Structuring, Mutual Funds, ETFs, Alternative Investments, Asset Management, Finance, Foreign Exchange, Indexation, Portfolio Management, Structured Finance

Education
Columbia Business School   1984 — 1986
MBA, Finance

Columbia University in the City of New York   1981 — 1984
Bachelor's degree, History

Henry Kirn Henry Kirn Dallas/Fort Worth Area Details
Henry Kirn's UBS Experience March 2007 - November 2012
Job Equity Research Analyst at Société Générale
Industry Financial Services
Experience
UBS   March 2007 - November 2012
Lehman Brothers  2003 - 2007
Lehman Brothers  2001 - 2003
CIBC World Markets  2000 - 2000
SEI Investments  1997 - 1999
Deloitte & Touche  1993 - 1997

Skills
Hedge Funds, Equity Research, Capital Markets, Investment Banking, Fixed Income, Equities, Alternative Investments, Derivatives, Bloomberg, Valuation, Emerging Markets, Private Equity, Financial Modeling, High Yield, Financial Markets, DCF, Investments, Corporate Finance, Investment Management, Equity Valuation, Financial Analysis

Education
Columbia University - Columbia Business School   1999 — 2001
MBA

Franklin & Marshall College   1989 — 1993
BA

Cody McCoy Cody McCoy Fort Collins, Colorado Area Details
Cody McCoy's UBS Experience May 2015 - Present
Job UBS Wealth Managment Intern
Industry Financial Services
Experience
Rocky Mtn Youth Sports   August 2015 - Present
UBS   May 2015 - Present
Rocky Mountain Student Media  February 2015 - May 2015
Costco Wholesale  September 2014 - December 2014
Target  July 2014 - September 2014
Smashburger  2013 - August 2014
Subway  May 2010 - January 2013

Skills
Leadership, Customer Service, Basketball, Cooking, Food, Cashiering, Music, Guitarist, Stock Market, Microsoft Word, Fantasy Football, Athletic Footwear, Baseball, Sports Coaching, Food Service, Sports, Food Preparation

Education
Colorado State University
Business Administration and Management, General

Fossil Ridge High School

Front Range Community College
General Education

Northwest College
General Education

Allison Wojteczko Allison Wojteczko Greater Detroit Area Details
Allison Wojteczko's UBS Experience May 2011 - September 2011
Job Performance Governance, Risk & Compliance Associate at PwC
Industry Accounting
Experience
PwC  March 2015 - Present
PwC  August 2013 - Present
Colorado State University  August 2012 - May 2013
PwC  June 2012 - August 2012
UBS   May 2011 - September 2011

Skills
Microsoft Excel, Aura, Microsoft Office, CPA

Education
Colorado State University   2012 — 2013
Masters of Accountancy

Colorado State University   2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance

Kevin Haskell Kevin Haskell Greater New York City Area Details
Kevin Haskell's UBS Experience 2004 - 2005
Job Vice President at BNP Paribas
Industry Capital Markets
Experience
Boys Hope Girls Hope of New York   September 2014 - Present
BNP Paribas  April 2014 - July 2015
BNY Mellon  2012 - April 2014
HSBC Securities  2009 - 2011
HSBC Securities  2007 - 2009
HSBC Securities  2006 - 2007
HSBC Securities  2005 - 2006
UBS   2004 - 2005
The White House  2003 - 2003

Skills
International Sales, Public Speaking, Value Investing, Hedge Funds, Trading, Bonds, FX, Structured Products, Fixed Income, Derivatives, Capital Markets, Series 7, Alternative Investments, Series 63, Securities, Financial Markets, Asset Managment, Bloomberg, Swaps, Interest Rate..., Rates, Financial Services

Education
College of the Holy Cross   2001 — 2005
Bachelor of Arts, Political Science / Middle East & Islamic Studies

United States Naval Reserve Officer Training Corps   2001 — 2003

DeSmet Jesuit High School   1997 — 2001

Lee Westerfield Lee Westerfield Greater New York City Area Details
Lee Westerfield's UBS Experience 1995 - 2003
Job CFO at The Orchard
Industry Internet
Experience
The Orchard  2014 - Present
Korrect Ltd   2015 - Present
appMobi  2011 - 2013
BMO Capital Markets  2008 - 2010
BMO Capital Markets  2004 - 2008
Jefferies LLC  2003 - 2004
UBS   1995 - 2003
Time Warner Inc.  1990 - 1993

Education
Yale University   1986 — 1990
BA

Columbia Business School   1993 — 1995
MBA

Ed Gershman Ed Gershman Greater New York City Area Details
Ed Gershman's UBS Experience 2000 - 2004
Job VP/ED Vendor Management, JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  December 2012 - Present
Citi  April 2006 - December 2012
Marsh & McLennan Companies, Inc.   2004 - 2006
UBS   2000 - 2004
PwC  1998 - 2000
CENTER FOR INTERNATIONAL FINANCIAL ANALYSIS & RESEARCH, INC. (CIFAR)   1987 - 1995

Education
Columbia University - Columbia Business School   1995 — 1998
MBA

Rutgers, The State University of New Jersey-New Brunswick   1988 — 1992
BA

Daniel Barotz Daniel Barotz Greater Denver Area Details
Daniel Barotz's UBS Experience 2011 - Present
Job Vice President Investments at UBS
Industry Financial Services
Experience
UBS   2011 - Present
OfficeFeeder   2011 - Present
Morgan Stanley Smith Barney  2007 - 2011
Wachovia Securities Private Client Group   2005 - 2006

Education
Colorado State University   2001 — 2005
Bachelors of Arts, Economics

Unique Edge hosted by the Strategic Coach   2004 — 2004

Ihab Saad Ihab Saad Huntington, New York Details
Ihab Saad's UBS Experience June 1995 - June 1999
Job Founder & President at Expert Logic Systems, Inc. (eLSi)
Industry Internet
Experience
Expert Logic Systems, Inc. (eLSi)   June 2006 - Present
Mathematics Programs Associates, Inc.   June 1999 - June 2006
UBS   June 1995 - June 1999
Booz Allen Hamilton  September 1991 - June 1995
Mocatta Metals Corporaton (MMC)   June 1988 - June 1989
Bridgewater Associates  June 1987 - June 1988

Skills
Social Media, Customer Service, Microsoft Office, Finance, Financial Modeling, Strategy, Start-ups, Leadership, Entrepreneurship, Investments, Portfolio Management, Management Consulting, Budgeting, Analysis, Business Strategy, Program Management, New Business Development, Strategic Planning, Mergers & Acquisitions

Education
Columbia University - School of International and Public Affairs   1991 — 1995
Master's Degree, International Relations and Affairs

Columbia University - Columbia Business School   1989 — 1991
Master of Business Administration (M.B.A.), International Finance

Thayer School of Engineering at Dartmouth   1986 — 1987
Master of Engineering (M.Eng.), Information Technology

Thayer School of Engineering at Dartmouth   1985 — 1986
Bachelor of Engineering (B.E.), Information Technology

Dartmouth College   1982 — 1985
Bachelor of Arts (B.A.), Engineering Science

Jason Burkett, CFP® Jason Burkett, CFP® Fort Collins, Colorado Area Details
Jason Burkett, CFP®'s UBS Experience June 2009 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS   June 2009 - Present
Merrill Lynch  2006 - 2009
Reden & Anders  February 2003 - April 2004
Deloitte  August 2001 - February 2003

Education
Colorado State University   1999 — 2001
BS, Mathematics and Actuarial Science

Colorado School of Mines   1995 — 1997
N/A, Chemical Engineering

Daniel Bowling Daniel Bowling Greater New York City Area Details
Daniel Bowling's UBS Experience 2007 - 2009
Job MBA Candidate Columbia Business School
Industry Retail
Experience
Macy's  2013 - 2014
The Home Depot  2011 - 2013
Morgan Stanley  2009 - 2011
UBS   2007 - 2009
Coca-Cola  May 2006 - August 2006

Skills
Financial Analysis, Competitive Analysis, Strategic Financial..., Forecasting, Finance, Portfolio Management, Analysis, Fixed Income, Banking, Equity Research, Financial Modeling, Valuation, Corporate Finance, Mergers & Acquisitions, Due Diligence, Business Intelligence, Investments, Leadership, Financial Planning

Education
Columbia University - Columbia Business School   2013 — 2015
Master of Business Administration (MBA)

Duke University   2003 — 2007
B.A., History, Finance

Yigang Zhang Yigang Zhang New York, New York Details
Yigang Zhang's UBS Experience December 2013 - Present
Job Software Engineer at BJSS
Industry Computer Games
Experience
BJSS   December 2013 - Present
UBS   December 2013 - Present
Hara Partners  December 2012 - November 2013
Carnevale  June 2012 - December 2012
Taobao  March 2010 - July 2010

Skills
Java, C, C#, C++, ActionScript 3.0, PHP, XML, HTML, MySQL, LAMP, Game Development, Game Design, ActionScript, OpenGL, Eclipse, Common Lisp, Unity3D, Maven

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2010 — 2012
MS, Computer Science

Zhejiang University of Technology   2006 — 2010
BS, Computer Science

Gary L. Kilbourn Gary L. Kilbourn Reno, Nevada Area Details
Gary L. Kilbourn's UBS Experience June 2007 - Present
Job Senior Vice President, Wealth Management UBS Wealth Advisor
Industry Investment Management
Experience
UBS   June 2007 - Present
Morgan Stanley  September 1990 - June 2007

Education
Colorado State University   1984 — 1986
Business Administration

University of Colorado at Denver   1982 — 1984
Music, Business

University of Pennsylvania - The Wharton School   1995 — 1996
Certified Investment Management Analyst (CIMA)

Amitabh Passi Amitabh Passi San Francisco Bay Area Details
Amitabh Passi's UBS Experience March 2009 - Present
Job Senior Research Analyst Communication Equipment and Technology Supply Chain
Industry Investment Banking
Experience
UBS   March 2009 - Present
UBS Investment Bank  2005 - 2009
Nortel Networks  November 1993 - February 2002

Education
Columbia University - Columbia Business School   2003 — 2005
MBA, Finance

Georgia Institute of Technology
MSEE, Engineering

Adam Cervantes Adam Cervantes New York, New York Details
Adam Cervantes's UBS Experience July 2000 - February 2002
Job Sr. Product Manager at Interactive Data
Industry Financial Services
Experience
Interactive Data  April 2015 - Present
Khendo LLC   2013 - February 2015
Moody's Analytics  2003 - June 2012
Akul Group (Startup)   August 2002 - November 2002
UBS   July 2000 - February 2002
Reuters  May 1993 - July 1998

Education
Columbia University - Columbia Business School   1998 — 2000
MBA

Middlebury College   1988 — 1992
BA, East Asian Studies - Japan

Phil O'Donnell Phil O'Donnell Greater New York City Area Details
Phil O'Donnell's UBS Experience May 1998 - January 2013
Job Financial Analyst Special Situations CFA CPA
Industry Banking
Experience
UBS   May 1998 - January 2013
Ernst & Young  September 1991 - August 1996

Skills
Valuation, Hedge Funds, Trading, Investments, Financial Analysis, Financial Reporting, Financial Modeling, Risk Management, Sales, Equity Derivatives, Mergers, High Yield, Equities, Emerging Markets, Investment Banking, Alternative Investments, Finance, Bloomberg, Derivatives, Fixed Income, Financial Risk, Securities, Equity Research, Financial Markets, Options, Private Equity, Asset Management, Mergers & Acquisitions, Portfolio Management

Education
Cornell University - S.C. Johnson Graduate School of Management   1996 — 1998
Master of Business Administration (M.B.A.), Finance

College of the Holy Cross   1987 — 1991
Bachelor of Arts, Accounting & Economics

Casey George Casey George Greater New York City Area Details
Casey George's UBS Experience June 2009 - August 2009
Job
Industry Internet
Experience
Freelance  August 2012 - Present
ReplySend   October 2012 - December 2012
Rideorama   August 2011 - December 2012
UBS   June 2009 - August 2009
3M  January 2006 - June 2008
3M  July 2004 - January 2006
Kraft Foods  May 2003 - August 2003
Kraft Foods  May 2002 - August 2002

Skills
Project Management, Six Sigma, Research, Management, Competitive Analysis, Analytics, Leadership, Business Strategy, Engineering, Management Consulting, Entrepreneurship, Strategic Planning, Market Research, Strategy, Analysis, Product Development, Negotiation, Marketing Strategy, Financial Modeling, Team Leadership, Start-ups

Education
Columbia University - Columbia Business School   2008 — 2010
MBA, Finance & Economics

Howard University   2000 — 2004
B.S., Chemical Engineering

Carla Ruiz Carla Ruiz Greater New York City Area Details
Carla Ruiz's UBS Experience 2012 - April 2015
Job Global Head Business Development Beauty & Baby at Johnson & Johnson
Industry Investment Banking
Experience
Johnson & Johnson  April 2015 - Present
UBS   2012 - April 2015
HSBC  2009 - 2012
HSBC  2008 - 2009
Citigroup  2006 - 2008

Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Capital Markets, Financial Modeling, Emerging Markets, Valuation, Private Equity, Strategy

Education
Columbia University - Columbia Business School   2004 — 2006
MBA

Universidad del Pacífico (PE)

William Franklin William Franklin Greater Boston Area Details
William Franklin's UBS Experience September 2002 - Present
Job Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS   September 2002 - Present
UBS   July 1988 - September 2002

Education
College of the Holy Cross   1971 — 1975
BA, English

Jung Chun Jung Chun Greater New York City Area Details
Jung Chun's UBS Experience May 2000 - May 2002
Job Vice President at Landesbank HessenThüringen
Industry Real Estate
Experience
Landesbank Hessen-Thüringen   May 2002 - Present
UBS   May 2000 - May 2002
Tishman Speyer  1998 - 2000
Greystone Realty   1995 - 1996
Bennett Group  1987 - 1989
Bennett Group  1987 - 1989

Skills
Asset Managment, Structured Finance, Real Estate Economics, Alternative Investments, Investments

Education
Columbia University - Columbia Business School   1994 — 1996
M.B.A., Finance

The Johns Hopkins University   1983 — 1987
B.A., International Studies

Springbrook High School

Takoma Park Junior High

Graham Morris Graham Morris Greater New York City Area Details
Graham Morris's UBS Experience 2000 - 2002
Job Distressed Portfolio Manager at Contrarian Capital
Industry Investment Management
Experience
Contrarian Capital   January 2006 - Present
UBS   2000 - 2002

Education
Columbia University - Columbia Business School   1998 — 2000
MBA, Finance

The University of Texas at Austin   1991 — 1995

Betty (Wu) Gallistel Betty (Wu) Gallistel Greater New York City Area Details
Betty (Wu) Gallistel's UBS Experience October 1999 - July 2001
Job General Manager at GTIC/Lifestyle Home
Industry Consumer Goods
Experience
Lifestyle Home   July 2003 - Present
UBS   October 1999 - July 2001

Skills
Strategic Planning, Product Development, Marketing Strategy, Business Strategy, Strategy, Cross-functional Team..., Strategic Partnerships, Sales Management, Start-ups

Education
Columbia University - Columbia Business School   2001 — 2003

University of Pennsylvania   1993 — 1997
BA, Economics and International Relations

John de los Santos, CFA John de los Santos, CFA New York, New York Details
John de los Santos, CFA's UBS Experience June 2015 - Present
Job Equity Research Associate at UBS
Industry Financial Services
Experience
UBS   June 2015 - Present
NIV Asset Management LLC   December 2013 - May 2015
UBS   June 2014 - August 2014
Citi  November 2010 - July 2013
Metropolitan Bank & Trust Company  June 2009 - November 2010
Antel Land   July 2008 - April 2009
Mitchell Madison Group  June 2007 - June 2008

Skills
Financial Modeling, Financial Analysis, Banking, Fixed Income, Portfolio Management, Finance, Equity Research, Risk Management, Capital IQ, Bloomberg Terminal, Economics, Business Analysis, Analysis, Investments, Capital Markets

Education
Columbia Business School   2013 — 2015
Master of Business Administration (MBA)

De La Salle University   2009 — 2010
Computational Finance

De La Salle University   2002 — 2007
BS, Manufacturing Engineering and Management

David Birkenkamp David Birkenkamp Greater Chicago Area Details
David Birkenkamp's UBS Experience February 2014 - July 2015
Job Operations Process Improvement manager at UBS Global Asset Management
Industry Financial Services
Experience
Northern Trust Corporation  June 2015 - Present
UBS   February 2014 - July 2015
UBS Global Asset Management  August 2011 - February 2014
UBS   June 2008 - March 2011
UBS Global Asset Management  November 2004 - June 2009

Skills
Portfolio Management, Mutual Funds, Bloomberg, Project Management, Asset Management, Asset Allocation, Team Leadership, Derivatives, Asset Managment, Fixed Income, Management, Strategy

Education
Northern Illinois University - College of Business   1999 — 2004
Master of Business Administration (M.B.A.), Business Administration, Management and Operations

Columbia College   1996 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

John Zimmermann John Zimmermann Greater New York City Area Details
John Zimmermann's UBS Experience 2001 - 2004
Job Director at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners  April 2010 - Present
Ivy Asset Management  January 2004 - April 2010
UBS   2001 - 2004

Skills
Alternative Investments, Hedge Funds

Education
College of the Holy Cross   1995 — 1999
Bachelor of Science, Economics

Sea Education Association   1998 — 1999

Bay Shore High School   1991 — 1995

Raymond DiNunzio Raymond DiNunzio Houston, Texas Area Details
Raymond DiNunzio's UBS Experience October 1998 - Present
Job Managing Director at UBS
Industry Banking
Experience
UBS   October 1998 - Present
PaineWebber  1998 - 2001
Federated Securities   1996 - 1998
Colonial Investments   1994 - 1996
US Bank  1993 - 1995

Education
Colorado State University   1992 — 1994
Master of Business Administration (M.B.A.)

Old Dominion University   1982 — 1987
BS, Finance

MVHS   1979 — 1984

Mark Janssens Mark Janssens Greater New York City Area Details
Mark Janssens's UBS Experience December 2003 - November 2006
Job Managing Director at Access Securities
Industry Financial Services
Experience
Access Global Trading   May 2011 - Present
Williams Trading   December 2006 - May 2011
UBS   December 2003 - November 2006
National Hockey League  1989 - 2001

Education
Columbia University - Columbia Business School   2002 — 2004
MBA, Finance

New York University   1997 — 2003
BA, Political Science

Dechao LANG Dechao LANG New York, New York Details
Dechao LANG's UBS Experience June 2013 - August 2013
Job Senior Manager, Investment
Industry Venture Capital & Private Equity
Experience
唯品会VIP Shop   September 2014 - Present
UBS   June 2013 - August 2013
Anheuser-Busch InBev  December 2011 - June 2012
Anheuser-Busch InBev  November 2009 - January 2012
Advancy Management Consulting   July 2007 - October 2009

Skills
Management Consulting, FMCG, Business Analysis, Strategic Reviews, Emerging Markets, Market Entry, Competitive Analysis, Industry Analysis, Due Diligence, Financial Analysis, Product Portfolio..., Commercial Strategies, Business Planning, Business Operations..., Route to Market..., Channel Management, New Business Development, Strategic Planning, Sales Operations

Education
Columbia University - Columbia Business School   2012 — 2014
Master of Business Administration (MBA)

Peking University, Guanghua School of Management   2003 — 2007
BA, Economics

Patrick R. Romain Patrick R. Romain Greater New York City Area Details
Patrick R. Romain's UBS Experience 1988 - 1992
Job Financial Services Professional
Industry Financial Services
Experience
Barclays Capital  2012 - April 2014
Genworth Financial  2010 - 2012
Niamor Capital Management LLC   2008 - 2010
Deutsche Bank AG  2001 - 2008
Morgan Stanley  1994 - 2001
Moody's Investors Service  1992 - 1994
UBS   1988 - 1992
State Street  1985 - 1988

Skills
Risk Management, Investments, Credit, Financial Analysis, Financial Risk, Credit Risk, Investment Management, Asset Management, Investment Banking, Commercial Banking, Capital Markets, Fixed Income, Derivatives, ABS, Structured Finance, Market Risk, Bonds, Securitization, Management, Digital Journalism, Credit Policy, Economic Capital, Probability of Default..., Risk Reporting &..., Stress Testing, International Affairs, Journalism

Education
Harvard University
B.A., Government

Columbia University - School of International and Public Affairs
MIA, International Relations and Affairs

Columbia University - Columbia Business School
Columbia Senior Executive Program - Executive Education

D. Patrick Pryor D. Patrick Pryor Greater New York City Area Details
D. Patrick Pryor's UBS Experience August 2004 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS   August 2004 - Present
Morgan Stanley  1997 - 2005
AIG  January 1996 - July 1997

Skills
Budeget Development &..., Financial Reporting, Commercial Real Estate..., Project Management, Risk Management, Business Process..., Policies & Internal..., Balance Sheet Analysis, Oral & Written...

Education
Columbia University - Columbia Business School   2001 — 2003
MBA, Finance

University of Richmond   1989 — 1993
Bachelor of Arts (B.A.), Economics & Political Science

Dickerson Miles Dickerson Miles Greater New York City Area Details
Dickerson Miles's UBS Experience 2000 - 2009
Job Vice President, COO Technology Management Services at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2012 - Present
Goldman Sachs  March 2010 - Present
MF Global  August 2009 - March 2010
UBS   2000 - 2009
UBS Investment Bank  2004 - 2008
UBS Investment Bank  2001 - 2004
PaineWebber  2000 - 2001
Bankers Trust / Deutsche Bank  1998 - 2000
BT Alex Brown  1998 - 2000
Deloitte Consulting  1991 - 1998

Skills
Program Management, Outsourcing, Strategy, Management Consulting, IT Strategy, Investment Banking, Governance, Business Process..., Management, Change Management, Project Portfolio..., Business Analysis, SDLC, Risk Management, Offshoring, PMO, Leadership, Business Strategy, Business Transformation, Executive Management, Financial Services, Integration, Managerial Finance, IT Management, Portfolio Management

Education
Columbia University - Columbia Business School   1994 — 1996
MBA

Indiana University Bloomington   1983 — 1988
BS

A.J. Rice A.J. Rice Greater New York City Area Details
A.J. Rice's UBS Experience April 2012 - Present
Job Managing Director, Equity Research at UBS
Industry Financial Services
Experience
UBS   April 2012 - Present
Susquehanna Financial Group  February 2010 - March 2012
Pomeroy Capital   September 2006 - February 2010
MERRILL LYNCH & CO.   February 1999 - August 2006
Bear, Stearns & Co., Inc.   March 1996 - January 1999
CS First Boston  April 1995 - February 1996
J.P. Morgan   January 1987 - April 1995

Skills
Equity Research, Stock Picking, Equities, Equity Valuation, Hedge Funds, Equity Underwriting, Private Equity, Healthcare, Mergers, Corporate Finance, Financial Accounting, Alternative Investments, Bloomberg, Capital Markets, Fixed Income, Investments, Mergers, Valuation, Venture Capital, Trading, Portfolio Management, Mergers & Acquisitions

Education
Columbia University - Columbia Business School   1985 — 1987
MBA, Finance/Accounting

University of Virginia   1976 — 1980
BA, Economics

Matt Petricone Matt Petricone New York, New York Details
Matt Petricone's UBS Experience June 2015 - Present
Job UBS Tech Sector Specialist
Industry Investment Banking
Experience
UBS   June 2015 - Present
Cowen & Company  March 2010 - May 2015
SYW Capital   July 2008 - March 2010
KBW and Canadian Imperial Bank of Commerce   March 2007 - June 2008
Bear Stearns  March 2005 - February 2007

Skills
Equities, Valuation, Capital Markets, Investments

Education
College of the Holy Cross   2000 — 2004
Economics and Studio Art Majors

Benjamin Alberts Benjamin Alberts Greater Chicago Area Details
Benjamin Alberts's UBS Experience September 2004 - March 2012
Job Financial Advisor Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2012 - Present
UBS   September 2004 - March 2012

Education
Colorado State University   1996 — 2000
Bachelor of Arts (B.A.), Economics

Aaron Abdelhak Aaron Abdelhak Teaneck, New Jersey Details
Aaron Abdelhak's UBS Experience March 2003 - March 2005
Job Law, Finance, Internet & Media
Industry Media Production
Experience
PLATERIDGE (plateridge.com)   December 2008 - Present
RBS  March 2005 - September 2008
UBS   March 2003 - March 2005
Merrill Lynch  February 1999 - March 2002
Skadden, Arps, Slate, Meagher & Flom, LLP   September 1991 - January 1997

Education
Columbia University School of Law   1988 — 1991
JD, Law

University of Maryland Baltimore County   1985 — 1988
ISD Economics & Philosophy

Ner Yisrael   1985 — 1988
Jewish Theology and History

Milton Brown Milton Brown Greater New York City Area Details
Milton Brown's UBS Experience July 1995 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS   July 1995 - Present

Skills
Basel III, CVA, FVA, OTC Clearing, Risk Management, Economic Profit, Municipal Finance, Interest Rate..., Bonds, Derivatives, Hedge Funds, Securities, Structured Finance, FX Options, Investment Banking, Capital Markets, Fixed Income, Financial Modeling, Structured Products, Equities, Financial Structuring, Trading, Municipalities

Education
Yale University - Yale School of Management   1990 — 1992
MPPM

Columbia Engineering   1978 — 1982
B.S., Civil Engineering

Michael R Moore Michael R Moore Greater Nashville Area Details
Michael R Moore's UBS Experience March 2015 - Present
Job Stock Plan Administrator at UBS
Industry Financial Services
Experience
UBS   March 2015 - Present
n/a - currently unemployed  June 2014 - March 2015
First Tennessee Bank  October 2010 - June 2014
Community First Bank Chicago   October 2005 - October 2009
LaSalle Bank  June 2003 - October 2005
Michael R. Moore Photography   February 2001 - June 2003
My Picture Day, Inc.   March 2001 - March 2002

Skills
Organization, Account Maintenance, Customer Service, Management, Operations Management, Banking, Mortgage Lending, Credit, Loans, Credit Analysis, Sales Management, Retail Banking, Consumer Lending, Commercial Lending, Loan Origination, Lines Of Credit, Portfolio Management, Deposits, Financial Services, Cash Management

Education
Columbia College Chicago   1999 — 2000
Photography

The University of Memphis   1996 — 1998
Photography

Brentwood High School   1989 — 1993

Cindy True Cindy True Greater New York City Area Details
Cindy True's UBS Experience January 2008 - May 2008
Job Associate Director
Industry Real Estate
Experience
HFF  June 2013 - Present
J.P. Morgan   September 2012 - June 2013
J.P. Morgan   June 2010 - September 2012
J.P. Morgan   June 2009 - June 2010
J.P. Morgan   May 2008 - August 2008
UBS   January 2008 - May 2008
Northrop Grumman Corporation  May 2007 - August 2007

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2006 — 2010
Bachelor of Science, Civil Engineering

Alex Tang Alex Tang Greater New York City Area Details
Alex Tang's UBS Experience 2003 - 2004
Job Director at Bank of America Merrill Lynch, Head of Credit and Mortgage Model Risk
Industry Financial Services
Experience
Bank of America Merrill Lynch  September 2013 - Present
Citi  September 2005 - September 2013
Credit Suisse  September 2004 - August 2005
UBS   2003 - 2004
Salomon Smith Barney  May 2000 - July 2001

Education
Columbia Business School   1994 — 2000
Doctor of Philosophy (Ph.D.), Finance

David Palmer David Palmer New York, New York Details
David Palmer's UBS Experience October 2000 - August 2013
Job Restaurant and Packaged Food Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  August 2013 - Present
UBS   October 2000 - August 2013
UBS Investment Bank  October 2000 - August 2013

Education
Columbia University - Columbia Business School   1996 — 1998
MBA, Finance

Cornell University   1988 — 1992
BA, Government

Stan Ivancich Stan Ivancich Greater New York City Area Details
Stan Ivancich's UBS Experience July 1998 - April 1999
Job Oracle Technical Lead and Database Manager at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  July 2010 - Present
Credit Suisse  March 2008 - June 2010
Credit Suisse  March 2006 - July 2007
OppenheimerFunds  July 1999 - April 2005
UBS   July 1998 - April 1999
Enterprise Engineering, Inc.   July 1997 - July 1998
Bankers Trust  July 1996 - April 1997
Klinger Scientific   September 1981 - May 1995

Skills
Securities Trade..., Oracle DBA, Oracle Internals and..., Sybase, Oracle, Performance Tuning, Databases, Fixed Income, SQL Tuning, Oracle RAC, T-SQL, Database Administration, Equities, Trading, Access, Software Project..., SQL, Business Analysis, Unix Shell Scripting, SDLC, Requirements Analysis

Education
Columbia Engineering   1976 — 1981
BSEE, Electrical Engineering

Stuyvesant HS   1972 — 1976
Math / Science

Cranford Stoudemire Cranford Stoudemire Greater New York City Area Details
Cranford Stoudemire's UBS Experience 1990 - 1999
Job MD at Butler Capital Partners
Industry Investment Management
Experience
Butler Capital Partners   February 2003 - Present
Guggenheim Partners  2000 - 2002
DLJ  1999 - 2001
UBS   1990 - 1999
US Navy  1972 - 1975

Skills
Hedge Funds, Wealth Management, Private Equity, Alternative Investments, Asset Management, Capital Markets, Fixed Income, Equities, Asset Managment, Bonds, Fund Of Funds

Education
Columbia University - Columbia Business School   1977 — 1979
MBA, Finance

University of North Carolina at Chapel Hill   1968 — 1972
Political Science

Deerfield Academy

owen dugan owen dugan Greater Boston Area Details
owen dugan's UBS Experience September 2012 - Present
Job Sr. Vice President UBS.
Industry Investment Management
Experience
UBS   September 2012 - Present

Education
College of the Holy Cross   1979 — 1983
BA, English

Steve Saidenberg Steve Saidenberg Greater New York City Area Details
Steve Saidenberg's UBS Experience 1992 - 2007
Job Leader of Technology Acquisition and Integration at Guardian Life
Industry Information Technology and Services
Experience
Guardian Life  October 2013 - Present
Citigroup - Citi Private Bank   September 2010 - September 2013
Citi - Personal Wealth Management and MyFi   June 2007 - September 2010
UBS   1992 - 2007

Skills
Trading Systems, Fixed Income, Wealth Management, Market Data, Equities, Financial Services, Investment Banking, Capital Markets, Portfolio Management, Asset Managment, Derivatives, Securities, SDLC, Leadership, Electronic Trading, Vendor Management, Management, IT Strategy, Hedge Funds, Enterprise Architecture, Strategic Planning, iOS, HTML 5, Risk Management, Banking, CRM, Trading, Financial Markets, Agile Methodologies, Business Analysis, Asset Management, Credit Derivatives, Project Portfolio..., PMO, Sybase, Options, Financial Risk, Low Latency, Reference Data, FX Options, Mobile Applications, Equity Derivatives, Back Office, Prime Brokerage, Finance, Interest Rate..., Middle Office, Swaps, Bloomberg, Alternative Investments

Education
Columbia University - Columbia Business School   1984 — 1989
MBA

University of Pennsylvania   1978 — 1982
BA, Applied Mathematics

Andrew J. Kim Andrew J. Kim New York, New York Details
Andrew J. Kim's UBS Experience February 2010 - May 2010
Job MBA Candidate at Columbia Business School
Industry Real Estate
Experience
Related Companies  June 2015 - August 2015
The CIM Group  July 2013 - August 2014
The CIM Group  August 2011 - July 2013
Citi  June 2010 - August 2010
UBS   February 2010 - May 2010
Viacom  September 2009 - December 2009

Education
Columbia University - Columbia Business School   2014 — 2016
Master of Business Administration (MBA)

Columbia University in the City of New York   2007 — 2011
BA

Harvard-Westlake School   2003 — 2007

Peter Annicelli Peter Annicelli Greater Boston Area Details
Peter Annicelli's UBS Experience November 2008 - Present
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS   November 2008 - Present

Education
College of the Holy Cross   1975 — 1979
BA, Economics

Megan Colasanti Megan Colasanti Greater Boston Area Details
Megan Colasanti's UBS Experience January 2015 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS   January 2015 - Present
Bernstein Global Wealth Management  September 2014 - January 2015
Bernstein Global Wealth Management  July 2012 - September 2014
Wilmington Trust  July 2011 - July 2012
Cynthia Steffe  August 2010 - November 2010
C.f. Global Trading   June 2009 - August 2009
Iola Financial Group   July 2008 - August 2008

Skills
Series 7

Education
College of the Holy Cross   2006 — 2010
BA

London Metropolitan University
MA

Craig Powell Craig Powell Columbus, Ohio Area Details
Craig Powell's UBS Experience December 1999 - July 2002
Job Manager, Internal Sales at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  October 2006 - Present
Nationwide Financial  July 2002 - October 2006
UBS   December 1999 - July 2002

Education
Colorado State University   2004 — 2007
Master of Business Administration (MBA)

The Ohio State University   1994 — 1999
Bachelor of Science (B.S.), Family Resource and Financial Management

Anthony Torna Anthony Torna Greater New York City Area Details
Anthony Torna's UBS Experience 1999 - 2003
Job Private Investor, Financial Services and Business Development
Industry Financial Services
Experience
Wall Street Access  2003 - 2007
UBS   1999 - 2003
Gabelli & Company, INC   1991 - 1997

Education
Columbia University - Columbia Business School   1997 — 1999
MBA, Finance

Fairfield University   1987 — 1991
B.A., Economics

Fordham Prep   1984 — 1987

Lynda Feliciano Lynda Feliciano Greater New York City Area Details
Lynda Feliciano's UBS Experience August 2011 - October 2012
Job Managing Director, Supervisory Affairs at GE Capital
Industry Investment Banking
Experience
GE Capital  March 2015 - Present
JPMorgan Chase  October 2012 - March 2015
UBS   August 2011 - October 2012
UBS Investment Bank  September 2004 - August 2011
UBS Investment Bank  November 2000 - September 2004
UBS Investment Bank  May 1997 - November 2000
UBS Investment Bank  June 1995 - May 1997
Serfin Securities   September 1992 - February 1995
USPTO  September 1988 - August 1990

Skills
Credit Risk, Capital Markets, Industry Analysis, Financial Markets, Derivatives, Risk Management

Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)

Rensselaer Polytechnic Institute
BS, Mechanical Engineering

Emilio Iribarren Emilio Iribarren Greater Boston Area Details
Emilio Iribarren's UBS Experience 2005 - 2009
Job Institutional Sales at iShares, BlackRock
Industry Investment Management
Experience
BlackRock  May 2011 - Present
UBS   2005 - 2009

Education
Columbia University - Columbia Business School   2010 — 2011

The University of Chicago   2001 — 2005
BA, Economics

Bryant Diaz Bryant Diaz Miami, Florida Details
Bryant Diaz's UBS Experience May 2007 - January 2013
Job ICG Branch Manager Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  December 2014 - Present
Wells Fargo Advisors, LLC  January 2013 - Present
UBS   May 2007 - January 2013
Merrill Lynch International - LATAM   August 2000 - May 2007

Skills
Series 7, Investments, Series 63, Portfolio Management, Fixed Income, Wealth Management, Equities, FINRA, Banking, Asset Management

Education
MBA, Colorado Technical University   2008 — 2010
MBA, Marketing and Finance

Colorado Technical University   2007 — 2008
Bachelor, Marketing and Finance

University of Miami   2004 — 2007
Bachelor, General Studies

Politecnico GranColombiano   1997 — 2000
Bachelor, Marketing

Laurie Goldman Laurie Goldman Greater New York City Area Details
Laurie Goldman's UBS Experience 1993 - 1995
Job Consultant at Citigroup
Industry Financial Services
Experience
Citigroup  2009 - Present
Mercer  2007 - 2009
Bachelder Law Offices   2004 - 2006
Moody's Investors Service  1995 - 2000
UBS   1993 - 1995

Education
Columbia University - Columbia Business School
MBA, Finance

Massachusetts Institute of Technology
SB, Mathematics

Guangwei Zhang Guangwei Zhang Greater New York City Area Details
Guangwei Zhang's UBS Experience March 2011 - May 2013
Job Software Developer at Facebook
Industry Information Technology and Services
Experience
Facebook  May 2013 - Present
UBS   March 2011 - May 2013
MKP Capital  June 2010 - August 2010

Skills
Java, Spring, Tortoise SVN, Maven, JUnit, Hibernate, PHP, JavaScript, JavaSE, Database Development, Agile Environment, Unit Testing, SQL, JIRA, JSON, YAML, Production Support, Business Analysis, Clarion, SOAP, Requirements Management, Jetty, Jersey, JDBC, Mockito, React, WebDriver

Education
Columbia Engineering   2009 — 2010
MS, Computer Science

Tsinghua University   2005 — 2009
BS, Automatic Control

Cheronda Albury Cheronda Albury Washington D.C. Metro Area Details
Cheronda Albury's UBS Experience March 2004 - March 2006
Job Broker Dealer Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  August 2010 - Present
FTI Consulting  February 2007 - March 2010
Citigroup  April 2006 - January 2007
UBS   March 2004 - March 2006
Morgan Stanley  2002 - 2003
Sanford C. Bernstein  February 1993 - February 2002

Education
Columbia Union College   1999 — 2001
Business Administration

Virginia State University   1989 — 1992
Business Administration

Dennis Schoen Dennis Schoen Greater New York City Area Details
Dennis Schoen's UBS Experience March 2000 - February 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Barclays Wealth  November 2010 - Present
UBS WEALTH   February 2008 - June 2010
UBS   March 2000 - February 2008

Skills
Data Modeling, Insurance, Data Warehousing, Trading

Education
Columbia College (NY)   1998 — 1999
Certificate, Database, Design and Development

Hunter

Lehman
BA

Fang (Ruby) Zhu Fang (Ruby) Zhu Greater New York City Area Details
Fang (Ruby) Zhu's UBS Experience October 2012 - Present
Job Quantitative Risk Analyst at UBS
Industry Financial Services
Experience
UBS   October 2012 - Present
UBS   March 2012 - October 2012
UBS   June 2011 - August 2011

Skills
Financial Modeling, Fixed Income, Options, VBA, Bloomberg

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2010 — 2011
M.S., Financial Engineering

Peking University   2006 — 2010
B.S., Mathematics

Gairy Hall Gairy Hall New York, New York Details
Gairy Hall's UBS Experience February 2010 - May 2010
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
The Boston Consulting Group  June 2015 - August 2015
Bundle Organics   April 2014 - July 2014
Citi Private Bank  June 2011 - June 2014
J.P. Morgan Asset Management   June 2010 - August 2010
UBS   February 2010 - May 2010

Skills
Portfolio Management, Investments, Financial Services, Economics, Asset Allocation, Wealth Management, Analysis, Finance, Bloomberg, Alternative Investments, Series 7, Asset Management, Financial Analysis

Education
Columbia University - Columbia Business School   2014 — 2016
Master of Business Administration (M.B.A.)

Columbia University in the City of New York   2007 — 2011
Bachelor’s Degree

James K. Mason James K. Mason Raleigh, North Carolina Details
James K. Mason's UBS Experience 1996 - 1998
Job Reformed Investment Banker
Industry Financial Services
Experience
Bank of New York  1998 - 2006
UBS   1996 - 1998
Merrill Lynch  1978 - 1995
WRDU-TV (NBC)   1975 - 1977
WTVD-TV (CBS)   1973 - 1975

Education
Columbia Business School   1977 — 1978
MBA, Finance, Accounting

Duke University   1969 — 1973
BA, Psychology, Economics

Dan Cherner LLM MBA Dan Cherner LLM MBA Greater New York City Area Details
Dan Cherner LLM MBA's UBS Experience 2006 - 2007
Job Bank Examiner, FDIC
Industry Banking
Experience
FDIC  2010 - Present
Cherner, Dewood & Palma   1996 - 2010
UBS   2006 - 2007

Skills
Banking, Commercial Lending, Due Diligence, Credit Risk, Regulatory Risk..., Loan Portfolio Analysis, Leveraged Finance, Asset Based Lending, Consumer Lending, Asset Liability..., USA PATRIOT Act, Dodd-Frank, Auditing, Internal Controls, Consumer Compliance, Basel II, Basel III, BSA/AML/OFAC, BSA - EDD, CDD,..., Risk Management, Capital Stress...

Education
Columbia University - Columbia Business School

Georgetown University Law Center

University of California, Berkeley

Joshua Tavrow Joshua Tavrow Greater New York City Area Details
Joshua Tavrow's UBS Experience March 2013 - June 2014
Job Operations/Administrative Generalist
Industry Human Resources
Experience
UBS   March 2013 - June 2014
Office Team – Homeserve USA   November 2012 - March 2013
HomeServe USA  February 2012 - October 2012
Lund Consulting LLC   March 2009 - January 2012
TIAA-CREF  October 2006 - January 2009

Skills
Research, Public Speaking, Grant Writing, Public Relations, Data Analysis, Copy Editing, Community Outreach, Qualitative Research, Statistics, Program Development, Teaching, Strategy, Outlook, Administrative...

Education
Colorado College   1995 — 1999
BA, History

Cornelia Forrence Cornelia Forrence Plattsburgh, New York Details
Cornelia Forrence's UBS Experience January 2000 - May 2009
Job Financial Advisor
Industry Investment Management
Experience
Raymond James Financial Services, Inc.   June 2009 - Present
UBS   January 2000 - May 2009
Chase Manhattan Bank  September 1978 - June 1981

Education
Columbia University - Columbia Business School   1976 — 1978
MBA

University of Pennsylvania - The Wharton School   1968 — 1974
BS

Holly Cooley Holly Cooley Silver Spring, Maryland Details
Holly Cooley's UBS Experience June 1996 - October 2003
Job Indirect Project Assistant
Industry Research
Experience
Johns Hopkins University Applied Physics Laboratory  April 2009 - Present
Beltsville Adventist School   October 2003 - April 2009
UBS   June 1996 - October 2003

Skills
Analysis, DoD, PeopleSoft, Human Resources, Security Clearance, Leadership, System Administration, Leadership Development, Training, Policy, Program Management, Proposal Writing, Government, Organizational...

Education
University of Maryland College Park   1990 — 1994
B.S. Business Management, Human Resource Management

Columbia Union College   1988 — 1989

Bret Sumner Bret Sumner Fort Collins, Colorado Details
Bret Sumner's UBS Experience January 2011 - May 2011
Job Sales Representative at TMobile
Industry Telecommunications
Experience
T-Mobile  August 2011 - Present
UBS   January 2011 - May 2011

Skills
Team Leadership, Sales, Communication Skills, Organizational..., Problem Solving, Collaborative Problem..., Microsoft Excel, Customer Satisfaction

Education
Colorado State University   2010 — 2012
Bachelor of Science, Accounting and Finance

Middle Tennessee State University   2007 — 2010
Bachelor of Science (B.S.), Economics

Hayden Cook Hayden Cook Los Angeles, California Details
Hayden Cook's UBS Experience June 2012 - October 2012
Job Equity Analyst at Jacob Asset Management
Industry Financial Services
Experience
Jacob Asset Management   October 2013 - Present
The Side by Side Foundation   May 2011 - December 2014
Western Asset Management  June 2013 - August 2013
Bel Air Investment Advisors  March 2013 - June 2013
UBS   June 2012 - October 2012
James J. Boyle & Co   September 2011 - January 2012

Education
University of Southern California   2010 — 2014
Bachelor of Science (BS)

Colorado College

Oakwood

John Tripp Lester John Tripp Lester Greater Denver Area Details
John Tripp Lester's UBS Experience June 2011 - August 2012
Job Staff Restructuring Advisory Services at EY
Industry Financial Services
Experience
EY  March 2015 - Present
Colorado State University  September 2013 - May 2014
CFA Institute  September 2013 - January 2014
Summit Student Investment Fund - Colorado State University   January 2013 - May 2013
UBS   June 2011 - August 2012

Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Financial Statement..., Enterprise Valuation, Financial Econometrics, Microsoft PowerPoint, Statistical Software, Investment Management, Quantitative Investment..., Communication Skills, Sales Presentations, Bloomberg Terminal, Morningstar, Team Leadership, Bloomberg, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Leadership

Education
Colorado State University   2013 — 2014
Master of Science, Financial Risk Management

Colorado State University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Investment Analysis

Regis Jesuit High School   2005 — 2009

Lori Buck Lori Buck Westminster, Colorado Details
Lori Buck's UBS Experience
Job Business Service Associate at UBS
Industry Financial Services
Experience
UBS  

Skills
Microsoft Office

Education
Colorado State University   1978 — 1982
Bachelor’s Degree, Human Development and Family Studies, General / Criminal Justice

Carol Ann Cockrell Carol Ann Cockrell Franklin, Tennessee Details
Carol Ann Cockrell's UBS Experience June 2000 - January 2003
Job Admin Asst at UHS
Industry Hospital & Health Care
Experience
UHS  January 2007 - Present
UBS   June 2000 - January 2003
J.C. Bradford & Co.   April 1979 - June 2000

Education
Columbia State Community College   1974 — 1976
Associate's degree, Office Administration

Jane Fournier Gerard Jane Fournier Gerard Greater St. Louis Area Details
Jane Fournier Gerard's UBS Experience January 1998 - December 1999
Job
Industry Biotechnology
Experience
ProteinSimple  August 2015 - Present
EMD Millipore  January 2000 - December 2012
UBS   January 1998 - December 1999
Whatman - Part of GE Healthcare  1990 - 1998

Skills
Management, Training, Sales, Microsoft Office, Cross-functional Team..., Sales Operations, Microsoft Word, Sales Management, Negotiation, Strategy

Education
Columbia College
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Fontbonne University
Master's degree, Business Administration and Management, General

Alexander Moulton Alexander Moulton Long Beach, California Details
Alexander Moulton's UBS Experience June 2014 - August 2014
Job Marketing Intern at usheru your cinema app
Industry Entertainment
Experience
usheru - your cinema app   May 2015 - August 2015
UBS   June 2014 - August 2014

Skills
Digital Marketing, B2B Marketing, Social Media, Marketing, Customer Service, Social Media Marketing, Event Planning, Management, Marketing Strategy, Event Management

Education
Colorado State University   2011 — 2015
Bachelor’s Degree, Business Adminstration with Marketing Concentration

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