UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Crowe Horwath International October 2014 - April 2015
UBS July 2014 - August 2014
Macquarie Group June 2013 - July 2013
Kingworld Medicines Group Limited May 2010 - August 2011
Skills
Real Estate, Investment Banking, Finance, Financial Analysis, Bloomberg, Marketing, Leadership, Teamwork, Financial Modeling, Microsoft Excel, Healthcare, Research, PowerPoint, Customer Service, Microsoft Office, Microsoft Word
Education
Columbia University in the City of New York 2015 — 2016
Master of Science in Real Estate Development, Real Estate; Finance
University of Rochester 2010 — 2014
BA, Business, GPA: 3.84/4.0
The London School of Economics and Political Science (LSE) 2012 — 2013
General Course programme, Corporate Finance, Statistics
Kiski Preparatory High School 2007 — 2010
High School Diploma
DFW South Asian Film Festival January 2014 - Present
Milaap January 2014 - Present
Level Up Village September 2012 - Present
Les Amis May 2011 - Present
Global Fund for Children July 2011 - Present
Parish Episcopal School January 2013 - Present
Neiman Marcus March 2008 - July 2009
Neiman Marcus January 2006 - March 2008
Oditi Inc April 2003 - December 2005
UBS June 2000 - November 2002
Skills
Community Outreach, Entrepreneurship, Leadership, Fashion, Luxury Goods, Merchandising, Apparel, Visual Merchandising, Trend Analysis, Retail, Fashion Buying, Brand Development, Trend Forecasting, Impact Investing, Nonprofits, Microfinance, Fixed Income Analysis, Credit Analysis, Merchandise Planning, Social Entrepreneurship, Strategy, Strategic Partnerships, Fundraising, Microcredit, Social Impact Assessment
Education
Columbia University in the City of New York 1998 — 2000
Master's degree, International and Political Development
Wesleyan University 1993 — 1997
Bachelor of Arts (B.A.), Anthropology and International Affairs
Wingstop Restaurants, Inc. October 2014 - Present
CEC Entertainment March 2007 - October 2014
Wachovia, A Wells Fargo Company May 1999 - June 2006
UBS August 1996 - May 1999
Skills
Employment Law, Litigation Management, Corporate Governance, Licensing, Contract Negotiation, Risk Management, Litigation, Intellectual Property, Due Diligence, Commercial Litigation, Arbitration, Negotiation, Corporate Law, Mergers, Legal Research, Joint Ventures, Securities, Dispute Resolution, Mediation, Class Actions, Securities Regulation, Corporate Finance, Strategic Planning, IPO, FCPA, Divestitures, Business Strategy, Real Estate, SEC filings, Business Transactions, SEC
Education
University of Oklahoma - Price College of Business 1994 — 1996
MBA, Finance
University of Oklahoma College of Law 1993 — 1996
JD, Law
Southern Methodist University 1990 — 1991
BA, Economics
Columbia University in the City of New York 1988 — 1990
Economics
Patrick Pappano October 2013 - Present
Cardyf Company Investments October 2013 - Present
Cardyf Company 2011 - Present
Merrill Lynch 2005 - 2009
UBS August 2004 - April 2005
Skills
Marketing / Sales, Bridge, Investments, Retirement Planning, Wealth Management, Strategic Financial..., Sales, Retirement, Asset Management, 401k, New Business Development, Series 7, Finance, Business Planning, Asset Allocation, Business Development, Manufacturing, Strategic Planning, Negotiation, Business Strategy, Product Development, Contract Negotiation, Energy, Sales Management, Operations Management, Product Marketing, Management, Portfolio Management
Education
Columbia University - Columbia Business School 1983 — 1985
Master of Science (MS), Business/Commerce, General
Ohio University 1961 — 1966
Bachelor of Fine Arts (BFA), Industrial and Product Design, A+
Morgan Stanley July 2014 - Present
Oppenheimer & Co. May 2009 - July 2014
UBS March 2005 - April 2009
JPMorgan September 1996 - October 2001
Skills
Series 7, Wealth Management, Portfolio Management, Alternative Investments, Asset Managment, Asset Allocation, Investment Strategies, Private Equity, Investment Advisory, Equities, Investments, Hedge Funds, Fixed Income, Mutual Funds, ETFs, Securities, Uniform Combined State..., Strategic Financial..., Retirement Planning, Wealth Management..., Investment Management, Municipal Bonds, Bonds, Investment Policy, Institutional..., IRAs, Separately Managed..., Family Office, Fixed Annuities, Asset Management, Capital Markets, Corporate Finance, Due Diligence, Finance, Financial Advisory, Financial Modeling, Fund Of Funds, Private Banking, Series 63, Series 65, Valuation, Venture Capital, Financial Planning
Education
Columbia University - School of International and Public Affairs 1994 — 1996
Master of International Affairs, International Finance and Economic Policy
Nyenrode Business Universiteit 1990 — 1991
International Business Diploma, International Business
Georgetown University 1986 — 1990
Bachelor of Science in Foreign Service, International Relations
Deloitte September 2014 - Present
Columbia University September 2010 - May 2014
Deloitte May 2013 - August 2013
UBS June 2012 - August 2012
Education
Columbia University in the City of New York 2010 — 2014
Political Science and Government
Benet Academy 2006 — 2010
American Express October 2008 - Present
UBS July 2006 - October 2008
Skills
Perl Script, REXX, Unix, PHP, DB2, Image Editing, SDLC, Database Design, Mainframe, SQL, Unix Shell Scripting, Agile Methodologies, Data Analysis, Enterprise Architecture, Software Project..., Data Warehousing, Shell Scripting, Project Management, Business Analysis, Vendor Management, COBOL, Requirements Analysis
Education
Cornell University 2002 — 2006
Bachelor of Science (B.S.), Operations Research
Columbia University in the City of New York 2010 — 2011
UBS January 2013 - Present
UBS March 2011 - December 2012
UBS August 2007 - February 2011
Morgan Stanley August 2006 - May 2007
Morgan Stanley October 2003 - July 2006
Dynamic Logic - Millward Brown's Digital Practice July 2002 - October 2003
Skills
Capital Markets, Securitization, Treasury, Funding, Fixed Income
Education
Columbia University in the City of New York 1999 — 2002
Bachelor of Arts (B.A.), Economics
Kantonsschule Heerbrugg 1993 — 1998
Swiss Matura Diploma, Economics
McKinsey & Company July 2015 - Present
McKinsey & Company July 2013 - Present
McKinsey & Company July 2011 - June 2013
UBS June 2006 - July 2009
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Client interaction, Leading team, Managing projects, Project Management, Competitive Analysis, Corporate Development, Management Consulting, Emerging Markets, Mergers & Acquisitions, Strategy
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Business
Princeton University 2002 — 2006
AB, Woodrow Wilson School
BNP Paribas Asset Management 2007 - Present
Stern School of Business, New York University 2010 - 2012
Deutsche Asset Management 2004 - 2006
AIG SunAmerica Asset Management 1999 - 2004
Citibank Global Asset Management 1993 - 1999
UBS 1992 - 1993
Skills
Asset Management, Portfolio Management, Equity Research, Competitive Analysis, Financial Analysis, Investments, Financial Modeling, Valuation, Equities, Hedge Funds, Capital Markets, Investment Banking, Fixed Income, Corporate Finance, Private Equity, Emerging Markets, Alternative Investments, Derivatives, Risk Management, Securities, Financial Markets, Bloomberg, Mutual Funds, Mergers & Acquisitions, Due Diligence, Analysis, Equity Valuation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Accounting
Columbia University in the City of New York 1988 — 1992
BA, Economics
University of Cambridge 1990 — 1991
Economics
Stuyvesant High School 1985 — 1988
Wells Fargo Securities June 2014 - Present
Thomson Reuters June 2012 - May 2014
UBS January 2012 - April 2012
Superior Court of Pennsylvania May 2011 - August 2011
Skills
Salesforce.com..., Strategy, Business Analysis, Databases, Market Data, Financial Services, Relational Databases, Financial Markets, Distressed M&A, Product Support, Requirements Analysis, Requirements Gathering, Digital Strategy, Mobile Strategy, Agile Methodologies, Visio, Python, Java, Oracle Database, Salesforce.com
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.)
Malvern Prep
Deloitte Consulting October 2011 - Present
UBS 2007 - 2008
Deutsche Bank 2006 - 2006
Macquarie Group 2005 - 2005
Skills
Strategy, Management Consulting, Change Management, Analysis, Consulting, Program Management, Business Development, Business Process..., Business Analysis, Business Transformation, Organizational Design, Organizational..., Business Strategy, Business Process, Marketing Strategy, Talent Management, Mergers & Acquisitions, Performance Management, ERP, Training, Cross-functional Team...
Education
Columbia University in the City of New York
Master of Arts, Organizational Psychology
The Hong Kong University of Science and Technology
Bachelor in Business Administration, Double Major in Marketing and Management
Columbia University in the City of New York July 2015 - Present
HSBC February 2015 - July 2015
Aequilibrium ASP Fund March 2011 - February 2015
UBS November 2009 - July 2010
Wrigley February 2009 - November 2009
Skills
Financial Analysis, Options Strategies, Investment Advisory, Alternative Investments, Investment Strategies, Investment Management, ETFs, Investment Portfolios, Portfolio Management, Business Analysis, Data Analysis, Asset Management, Asset Allocation, Option Pricing Models, Option Valuation, Valuation, DCF Valuation, Equity Valuation, Análisis financiero, Finanzas corporativas, Tasación, Gestión de activos, Estrategia empresarial, Negociación, Inversiones, Estrategia, Planificación...
Education
Columbia University in the City of New York 2015 — 2016
Master’s Degree, Financial Engineering
ITAM 2007 — 2010
Bachelor of Science (B.S.), Business Engineering
CFA Institute
Passed CFA Level III Exam
CFA Institute
Passed CFA Level II Exam
CFA Institute
Passed CFA Level I Exam
KKR-Yanchang Global Energy Fund L.P. March 2015 - May 2015
Morgan Stanley December 2014 - January 2015
UBS June 2014 - September 2014
CICC August 2013 - September 2013
bebit July 2013 - August 2013
Skills
Bloomberg, Valuation, Investment Banking, Financial Modeling, Equity Research, Corporate Finance, Capital Markets, Equities, Derivatives, Fixed Income
Education
University of Pennsylvania - The Wharton School
Undergraduate, Finance, General
Peking University 2011 — 2015
Bachelor's degree, Finance, General
Columbia University in the City of New York 2015 — 2016
Master’s Degree, Financial Engineering
Harriman Institute at Columbia University July 2014 - Present
Eurasia Foundation January 2014 - April 2014
The Harriman Institute at Columbia University January 2012 - June 2013
Independent Research March 2013 - May 2013
Self-employed August 2007 - August 2011
Samantha School of Languages September 2008 - May 2011
UBS July 2008 - April 2010
Independent Media August 2007 - August 2008
EF English First September 2005 - May 2007
James A. Baker III Institute for Public Policy - Rice University August 2000 - May 2004
Skills
Nonprofits, Fundraising, Analysis, Project Management, International Relations, Russian, Translation, Serbian, Policy Analysis, Russian politics, Communication Skills, Copy Editing, Teaching English as a...
Education
Columbia University in the City of New York 2011 — 2013
Master's degree, Regional Studies: Russia and Eastern European Studies
Moscow State Institute for International Relations (MGIMO) 2004 — 2005
Visiting Scholar
Rice University 2000 — 2004
Bachelor's degree, Political Science and Slavic Studies
Lux Research Inc. January 2013 - Present
Lux Research July 2011 - December 2012
Lux Research January 2009 - August 2011
UBS July 2006 - March 2008
Innovest March 2005 - January 2006
MAMTA Health Institute May 2004 - August 2004
Skills
Strategy, Strategic Partnerships, Business Strategy, Entrepreneurship, User Interface Design, Cleantech, Energy, Competitive Analysis, Market Research, Analysis, Market Analysis, Business Analysis, Climate Change, Business Development, Water, Industry Analysis, Financial Modeling, Project Management, Research, Start-ups, Data Analysis, Valuation, Economics, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Columbia University in the City of New York 2002 — 2006
Barnard College: Bachelor of Arts,, Economics, Psychology
UBS July 2013 - Present
UBS September 2008 - July 2013
Merrill Lynch & Co., Inc 2004 - 2008
Carpediem Capital, Inc 2002 - 2004
Skills
Investments, Portfolio Management, Equities, Wealth Management, Mutual Funds, Asset Allocation, Investment Strategies, Investment Advisory, Alternative Investments, Financial Services, Fixed Income, Structured Products
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Masters of Public Administration, Economics
Hamilton College 1998 — 2002
Bachelor of Arts, Government
University of Sussex 2001 — 2001
Hunter
High School Diploma
Lord, Abbett & Co. LLC January 2006 - Present
New York Financial Writers Association January 2006 - October 2014
Connecticut Center for Patient Safety November 2002 - June 2011
Connecticut Center for Patient Safety November 2002 - December 2007
Lehman Brothers August 2002 - September 2005
UBS September 1996 - July 2001
Morgan Stanley February 1994 - September 1996
CFO Magazine June 1991 - February 1994
Information Week 1992 - 1994
Corporate Finance Magazine 1988 - 1991
Skills
Corporate Communications, Editing, Marketing Communications, Newsletters, Journalism, New Media, Magazines, Media Relations, Writing, Content Development, Strategic Communications, Editorial, Internal Communications, Photography, Press Releases, Copywriting, Storytelling, Business Journalism, Entrepreneurship, Investor Relations, Content Strategy, Marketing, Publications, Research, Crisis Communications, Newspapers, Publishing, Thought Leadership, White Papers, Speech Writing, Blogging, Content Management, B2B, Magazine Articles, Integrated Marketing, Communication Training, Copy Editing, Investigative Reporting, Non-profits, Business news, Media training, Online Journalism, Web Content, Feature Articles, News Writing, CQ5, Digital Media, Digital Photography, Social Media, Management
Education
Columbia University - Graduate School of Journalism
Certificate, Economics and Business Journalism
Syracuse University
B.S., Advertising
The University of Connecticut
Certificate, Investor Relations
Credit Suisse January 2013 - March 2013
Deutsche Bank September 2010 - September 2012
UBS January 2006 - June 2010
UBS June 2002 - December 2005
ING August 1998 - June 2002
CIBC World Markets February 1991 - August 1998
Skills
Derivatives, Change Management, Fixed Income, Equities, FX, Capital Markets, FX Options
Education
Columbia University in the City of New York
BA
Cornell University - S.C. Johnson Graduate School of Management
MBA
UBS March 2013 - Present
Societe Generale August 2012 - February 2013
Fordham University September 2010 - August 2012
Alliance Bernstein July 2011 - September 2011
Skills
Econometric Modeling, Time Series Analysis, Simulations, Correlation Analysis, asset pricing, Interest Rate..., Portfolio Optimization, Equity Derivatives, Fixed Income, Risk Management, Structured Products, Statistics, VBA, SQL, C++, SAS, Matlab, Microsoft SQL Server, Bloomberg, Datastream, Eviews, Bloomberg Terminal, Stata, Quantitative Analytics, Derivatives, Valuation, R, Financial Engineering, Equities, Monte Carlo Simulation, Stochastic Calculus, Mathematical Modeling, Financial Markets, Econometrics, Quantitative Finance, Market Risk, Mathematica, Hedge Funds, Financial Econometrics, Capital Markets, Equity Research, Stochastic Modeling, Options, Data Mining, Investment Banking, Structured Finance, Economics, Macroeconomics, Statistical Modeling, Mandarin
Education
Columbia University in the City of New York 2014 — 2015
Master's degree, Financial Mathematics
Fordham University - Graduate School of Business Administration 2010 — 2011
Master of Science (M.S.), Quantitative Finance
Huazhong University of Science and Technology 2006 — 2010
Bachelor of Science (BSc), Economics & Econometrics
Huanggang Middle School 2000 — 2006
The Entrepreneur's Source May 2005 - March 2013
UBS October 2000 - July 2008
Long Island University May 1999 - April 2001
Bank of New York Mellon January 2000 - October 2000
City University of New York May 1995 - May 1997
Skills
Coaching, Public Speaking, Strategic Planning, Team Building, Leadership Development, Non-profits, Employee Relations, Executive Coaching, Microsoft Office, Process Improvement, Entrepreneurship, Business Planning, Management, Training, Analysis, Sales, Nonprofits, New Business Development, Sales Management, Business Strategy, Human Resources, Business Development, Marketing, Small Business, Strategy, Program Management, Negotiation, Leadership, Talent Management, Management Consulting, Business Analysis, Start-ups, Organizational..., Finance, Business Process, SDLC, Business Coaching, Change Management, Executive Management, Software Documentation, Consulting, Team Leadership, Workshop Facilitation, Integration, Career Counseling, Access, Career Development, Quality Assurance, Employee Training, Business Process...
Education
Walden University 2011 — 2013
Doctoral Degree
Columbia University in the City of New York
Kentucky State University
BS
New School University
MA
Stifel Financial Corp. December 2014 - Present
Goldman Sachs August 2014 - December 2014
JPMorgan Chase August 2013 - August 2014
UBS September 2012 - December 2012
US Securities and Exchange Commission May 2012 - August 2012
Skills
Bloomberg, Bloomberg Terminal, Equities, Equity Research, Financial Analysis, Financial Modeling, Portfolio Management, Series 7, Valuation, Wealth Management, Fixed Income, Investments
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics-Statistics
Kaplan September 2014 - Present
Michigan State University September 2010 - May 2014
Michigan State University January 2013 - January 2014
lululemon athletica March 2013 - September 2013
RPM March 2013 - August 2013
UBS June 2009 - August 2012
Skills
Public Speaking, Facebook, Social Media, Microsoft Office, PowerPoint, Research, Microsoft Word, Social Networking, Microsoft Excel, Time Management, Teamwork, Data Analysis, Leadership, Marketing, Customer Service, Public Relations, Teaching
Education
Columbia University College of Dental Medicine 2015 — 2019
Doctor of Dental Surgery
Michigan State University 2010 — 2014
Bachelor of Science (BS), Human Biology
HSBC Global Asset Management (US) May 2015 - Present
UBS June 2010 - May 2015
Swiss Reinsurance Asset Management May 2008 - May 2010
Munich Reinsurance Asset Management July 2006 - May 2008
Bank of America June 2001 - August 2002
Skills
Stress Testing, Market Risk, Credit Risk, Risk Metrics, BlackRock Aladdin, Financial Risk..., Negotiation, Interest Rate Risk..., Asset Managment, People Skills, Social Networking, Business Networking, Professional Ethics, Dedicated Professional, Transparency, Data Analysis, VAR, Risk Management, Financial Risk, Asset Management, Capital Markets, Derivatives, Financial Markets, Financial Modeling, Banking, Fixed Income, Portfolio Management, Operational Risk, Investments
Education
Columbia University in the City of New York 2005 — 2006
MA, Statistics & Finance
University of Delhi 2002 — 2004
M.S., Operations Research
University of Delhi 1998 — 2001
B.A., Mathematics
Don Bosco 1986 — 1998
Elementary-High School, High School
RBS June 2014 - Present
UBS November 2013 - May 2014
BDA Partners (Affiliate of William Blair & Company) 2010 - 2012
Skills
Valuation, Investment Banking, M&A experience, Emerging Markets, Capital IQ, Divestitures, Competitive Analysis, Financial Analysis, Mergers & Acquisitions, Bloomberg Terminal, DCF, Management Consulting, Restructuring, Project Finance, Financial Modeling, Due Diligence
Education
Columbia University in the City of New York 2012 — 2014
Masters, Finance, International Energy Policy and Management
The University of Hong Kong 2006 — 2007
Exchange Program, Business and Economics
Shanghai Jiao Tong University
B.A. Management
Goldman Sachs March 2014 - Present
Goldman Sachs May 2013 - August 2013
UBS February 2012 - May 2012
ING Investment Management October 2008 - February 2009
Skills
Visual C++, Matlab, VBA, R, Microsoft Office, Scuba Diving
Education
Columbia University in the City of New York 2012 — 2013
Financial Engineering, Master of Science(3.83/4.00)
Yonsei University 2005 — 2012
Economics, Bachelor of Arts (B.A.)(4.03/4.30)
University of California, San Diego 2010 — 2010
Economics, Exchange Student(3.80/4.00)
UBS February 2012 - Present
Morgan Stanley Smith Barney March 2002 - February 2012
Education
Columbia Business School 2010 — 2011
Certified Portolio Manager, Finance, General
Florida State University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
TD Securities December 2012 - Present
Mosaic Financial Markets 2012 - December 2012
Citi Group July 2007 - June 2012
HSBC May 1998 - July 2007
UBS August 1996 - May 1998
First Union National Bank April 1994 - August 1996
First Boston July 1992 - April 1994
Skills
Trading Systems, Risk Management Systems, Derivatives, Fixed Income, Equities, Emerging Markets, Risk, IT Management, Calypso, CVA, Market Risk, Credit Risk, Financial Risk, Commodity, Electronic Trading, Equity Trading, Risk Management, Trading, Equity Derivatives, Capital Markets, FX Options, Back Office, Credit Derivatives, Investment Banking, Financial Markets, Financial Services, Rates, Interest Rate..., Options
Education
Columbia University in the City of New York 1990 — 1992
BS, Computer Science
Leningrad State University named after A.S. Pushkin
Bachelor's degree, Applied Mathematics
Sapient Global Markets July 2011 - Present
JPMorgan Chase December 2010 - January 2011
UBS June 2009 - August 2009
HSBC July 2007 - August 2007
Skills
Financial Services, Asset Management, Financial Analysis, Business Analysis, Capital Markets, Risk Management, Bloomberg, Trading, Strategy, Equity Valuation, Fixed Income, Program Management, Investment Strategies, Cost Basis Reporting, Corporate Finance, Financial Modeling, Derivatives, Investment Banking, Valuation, Management Consulting
Education
Columbia University in the City of New York 2010 — 2011
Master of Science
University of Rochester 2007 — 2010
Bachelor Honors
Shenzhen Experimental School
PineBridge Investments June 2015 - Present
Moelis & Company July 2014 - June 2015
Columbia University September 2012 - May 2014
Goldman Sachs May 2013 - August 2013
Benchmark Solutions September 2012 - February 2013
Massachusetts General Hospital June 2012 - August 2012
West End Advisors January 2012 - June 2012
UBS January 2012 - May 2012
Skills
Matlab, Java, Data Analysis, C++, Microsoft Excel, Research, Microsoft Office, PowerPoint, SQL
Education
Columbia University in the City of New York
Bachelor of Science (Bsc) Operations Research: Engineering Management Systems, Minors: Economics, Entrepreneurship
Google Inc. November 2012 - Present
Google October 2011 - November 2012
Capital Group 2007 - 2011
Morgan Stanley 2006 - 2007
UBS 2003 - 2006
Skills
Financial Modeling, Valuation, Investment Banking, Equities, Equity Research, Investments, Hedge Funds, Corporate Finance, Capital Markets, Due Diligence
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Columbia University in the City of New York 1999 — 2003
BA, Comparative Literature, Cum Laude
St. Paul's School
RBS Markets and International Banking April 2014 - Present
Barclays November 2012 - April 2014
UBS February 2012 - November 2012
Credit Suisse December 2009 - August 2011
Credit Suisse April 2007 - December 2009
Credit Suisse September 2004 - April 2007
Skills
PMO, MS Project, Portfolio Management, Business Process..., PMP, Project Portfolio..., Project Finance, Programme Office, Business Continuity..., Analysis, Financial Reporting, Project Management, Cross-functional Team...
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance
Columbia University - School of International and Public Affairs 1992 — 1994
MPA, Public Administration
Wesleyan University 1987 — 1991
BA, History
UBS March 2015 - Present
UBS March 2013 - March 2015
UBS July 2010 - March 2013
PricewaterhouseCoopers August 2006 - July 2010
KPMG 2002 - 2006
Skills
Organizational Design, Change Management, Strategy, Management, Business Transformation, Management Consulting, Program Management, Analysis, Business Analysis, Business Process..., Business Strategy, Consulting, Employee Engagement, Executive Coaching, Finance, Financial Services, Instructional Design, Leadership Development, Organizational..., Performance Improvement, Recruiting, Talent Management
Education
Columbia University in the City of New York 2004 — 2006
MA, Organizational Psychology
Emory University 1998 — 2002
BBA, Accounting & Finance
Emory University - Goizueta Business School 1998 — 2002
Mamaroneck High School
LevelNext January 1998 - Present
The Leukemia & Lymphoma Society December 2013 - July 2014
Tuckahoe Union Free School District July 2011 - July 2014
Tuckahoe School Foundation January 2011 - July 2014
Barclays Investment Bank May 2012 - November 2013
Cushman & Wakefield January 2011 - May 2012
International Baccalaureate March 2009 - September 2010
UBS March 2007 - November 2008
Deutsche Bank January 2006 - March 2007
Shearman & Sterling LLP 2003 - 2005
Skills
Program Management, PMP, Project Portfolio..., Email Archiving, Cloud Computing, Project Management, PMO, Strategic Planning, VDI, Outsourcing, IT Governance, Alignment, Managed Services, DaaS..., Analysis, Business Alignment, Business Analysis, CRM, Change Management, Management
Education
New York University 1996 — 1998
Management of Technology, Management of Information Technology, 4.0
Columbia University in the City of New York 1985 — 1988
MPH, Epidemiology
Fordham University 1981 — 1985
BS, General Science
UBS July 2014 - Present
NYU Stern School of Business July 2012 - May 2014
Sony Music Entertainment September 2013 - December 2013
Bose Corporation June 2013 - August 2013
Time To Know July 2010 - June 2012
Time To Know November 2008 - July 2010
Nesiya Institute April 2007 - August 2008
Kivunim New Directions August 2006 - August 2007
Skills
Educational Technology, Strategic Partnerships, CRM, Analytics, Data Analysis, Market Research, Marketing, Start-ups, Grant Writing, Public Speaking, Market Analysis, Marketing Strategy, Leadership Development, Languages, Salesforce.com, Digital Strategy, Nonprofits, Digital Marketing, Competitive Analysis, Web Analytics, Product Management, Business Analytics, Entrepreneurship, Product Marketing, XML, Non-profits, Pricing Strategy, Tableau, SPSS, Video Production
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
MBA, Business Analytics, Strategy, and Entertainment, Media & Technology
Columbia University in the City of New York 2001 — 2005
BA, Middle East and Asian Languages and Cultures
Universidad Autónoma de Madrid 2003 — 2004
Study Abroad - History, Spanish, Arabic
University of Judaism, Jerusalem 2000 — 2001
Young Judaea Year Course Leadership Program
CIC Representative Office in Toronto January 2013 - Present
CIC Representative Office in Toronto January 2011 - January 2013
China Investment Corporation, Department of Strategic Asset Allocation and Research April 2010 - January 2011
China Investment Corporation November 2008 - April 2010
UBS July 2008 - November 2008
Skills
Capital Markets, Valuation, Private Equity, Equity Research, Equities, Financial Modeling, Investments, Fixed Income, Mandarin, Mergers & Acquisitions
Education
Columbia University in the City of New York 2006 — 2008
Bachelor of Science (BSc), Molecular Biology
McGill University 2004 — 2008
BSc, Microbiology and Immunology
Morgan Stanley September 2015 - Present
Goldman Sachs June 2015 - August 2015
Blue Scorpion Investment February 2015 - April 2015
UBS May 2014 - July 2014
Precise Investment Management May 2013 - May 2014
Roland Berger Strategy Consultants June 2011 - May 2013
McKinsey & Company September 2010 - December 2010
Skills
Market Entry, Financial Modeling, Strategy, Management Consulting, Business Strategy, Strategic Consulting, Mergers & Acquisitions, Due Diligence, Financial Analysis, Data Analysis, Private Equity, Market Research, Corporate Finance, Business Development, Analysis, Valuation, Matlab, Microsoft Office, Microsoft Excel, Management, Investment Banking
Education
Columbia University in the City of New York 2014 — 2015
Master of Financial Engineering, Financial Engineering
Zhejiang University 2007 — 2011
Bachelor of Science with Honors, Electrical and Electronics Engineering, CKC Honors College
UBS July 2012 - Present
Clinton Global Initiative January 2012 - June 2012
US Army June 2005 - April 2010
Skills
Team Leadership, Organizational..., Public Speaking, Military, Nonprofits, Leadership, Government, Program Management, Research
Education
Columbia University in the City of New York 2010 — 2012
Bachelor of Arts, Political Science
Deloitte Consulting September 2008 - Present
Columbia University July 2007 - August 2008
Columbia University September 2005 - July 2007
JP Morgan February 2005 - September 2005
Stiftelsen Fullriggeren Sorlandet August 2004 - October 2004
Picton Castle April 2003 - August 2004
UBS July 2000 - June 2002
Skills
Business Process..., Financial Analysis, Management Consulting, Financial Modeling, Strategy, Valuation, Mergers & Acquisitions, Corporate Finance, Acquisition Integration, Private Equity, Strategic Consulting, Organizational Design, Business Transformation, Corporate Development, Due Diligence, Strategic Planning
Education
Columbia University - School of International and Public Affairs 2006 — 2008
MPA, Management and Finance
Columbia University in the City of New York 1996 — 2000
BA, History/Sociology
JPMorgan Chase June 2013 - Present
UBS July 2012 - May 2013
UBS Investment Bank June 2011 - August 2011
Skills
Bloomberg, Investment Banking, Quantitative Analytics, Bloomberg Terminal, Valuation
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BA, Economics
Columbia University in the City of New York 2010 — 2010
Advanced Business Chinese Program in Shanghai, China
Commercium Technology ( CTI ) 2015 - Present
Marsh & McLennan Companies 2015 - 2015
UBS July 2011 - 2014
Deutsche Bank September 2007 - July 2011
BluePhoenix Solutions February 2006 - January 2007
Level 8 Systems June 1995 - January 2006
CompLink, Ltd. 1993 - 1995
Skills
SOA, Middleware, Architecture, Enterprise Architecture, Integration, Messaging, Business Management, Management, IT Strategy, Unix, Software Development, SDLC, CRM, Vendor Management, Service Delivery, IT Management, System Architecture, Agile Methodologies, Solution Architecture, Software Project..., Cloud Computing, Requirements Analysis, Project Portfolio..., PMO, Agile Project Management, Enterprise Software, Business Analysis, Data Warehousing, Technical Architecture, Business Intelligence, Architectures, Governance, Security, Information Technology, Requirements Gathering
Education
Columbia University 1977 — 1979
M.S., Electrical Engineering and Computer Science
Bosphorus University 1973 — 1977
B.S., B.A., Electrical Engineering, Mathematics
UBS July 2015 - Present
Hanover Asset Management, Inc. May 2013 - April 2015
Morgan Stanley May 2011 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Sales, Leadership, PowerPoint, Research, English, Spanish, Financial Services, Asset Management, Athletics, Stock Market Analysis, Stock Trading, Investment Banking, Political Science, Public Speaking
Education
Columbia University in the City of New York 2010 — 2014
Bachelor's Degree, Political Science & Economics
Cardinal Gibbons High School 2006 — 2010
High School
J.P. Morgan June 2012 - Present
Citi April 2011 - June 2012
Credit Suisse June 2008 - April 2011
Merrill Lynch March 2006 - June 2008
ThruPoint 2004 - 2006
Eagle Rock Alliance 2002 - 2004
UBS 1999 - 2001
American Management Systems 1993 - 1999
ABC Entertainment 1989 - 1992
Skills
Business Analysis, IT Strategy, Risk Management, Vendor Management, Trading Systems, Electronic Trading, Fixed Income, Management, Integration, Equities, Market Data, Financial Services, PMO, Strategy, Governance, Leadership, Investment Banking, Project Delivery, SDLC, Derivatives, Infrastructure, Project Portfolio..., Disaster Recovery, Telecommunications, Outsourcing, Consulting
Education
Columbia University - Columbia Business School 1992 — 1993
MBA
Penn State University 1982 — 1986
BA
Henderson High School 1978 — 1982
JPMorgan Chase September 2013 - Present
JPMorgan Chase June 2012 - September 2013
Morgan Stanley May 2011 - June 2012
Morgan Stanley October 2009 - May 2011
Standard & Poor's June 2009 - October 2009
UBS April 2006 - May 2009
Goldman Sachs 2001 - 2006
Skills
VBA, Equities, Equity Derivatives, Dodd-Frank, Risk, Collateral Management, Project Management, ISDA, OATS, Visio, SQL, FIX, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
Columbia University in the City of New York 1997 — 2001
BS, Computer Science
BofI Federal Bank October 2014 - Present
Columbia Alumni of San Diego 2014 - 2015
Columbia Alumni of San Diego 2014 - 2015
Credit Suisse June 2014 - August 2014
Schafer Cullen Capital Management May 2013 - January 2014
Smart Woman Securities May 2012 - February 2013
UBS May 2012 - October 2012
Columbia University August 2012 - September 2012
BRAVO BRIO Restaurant Group April 2006 - November 2011
Bluegreen Corporation August 2004 - October 2005
Skills
Microsoft Excel, Leadership, Investments, Microsoft Office, PowerPoint, Sales, Research, Russian, English, Finance, Data Analysis, Valuation, Lithuanian, Microsoft Word, Financial Accounting, Bloomberg Terminal, Communication, Security Analysis, Training, Swedish(basic), Polish(basic), SQL
Education
Columbia University in the City of New York 2010 — 2014
B.A., Financial Economics
Vilniaus Universitetas / Vilnius University 2002 — 2004
Scandinavian Linguistics, Swedish Language and Literature, GPA 3.5
Zuora June 2015 - Present
Cater2.me January 2015 - May 2015
Cater2.me July 2013 - January 2015
Cater2.me August 2012 - July 2013
The Walt Disney Company June 2011 - September 2011
UBS January 2011 - May 2011
Skills
Microsoft Office, Social Media, Event Planning, Public Speaking, Sales, Microsoft Excel, Social Media Marketing, Marketing, Social Networking
Education
Columbia University in the City of New York 2008 — 2012
Bachelor's degree, Philosophy
Bellarmine College Preparatory 2004 — 2008
High School Diploma
JPMorgan Chase June 2013 - Present
UBS September 2010 - June 2013
Citihub Inc. May 2006 - June 2013
Sunstar, Inc. April 2003 - May 2006
BearingPoint Inc. (KPMG) April 1996 - March 2003
Lazard Freres & Co LLC August 1992 - May 1996
Salomon Brothers June 1989 - December 1991
Skills
Program Management, Vendor Management, Staff Development, Management Consulting, Risk Management, Strategic Planning, Business Analysis, IT Strategy, Business Transformation, Integration, Change Management, Cloud Computing, Enterprise Architecture, Data Center, Process Improvement, Product Development, Mergers, Business Management, Product Strategy, Product Management, Banking, Consultancy, Process Engineering, Portfolio Management, PMO, Team Leadership, Service Delivery, Business Process..., ITIL, Software Development, Customer Relations, Team Building, Architecture, Business Strategy, Outsourcing, Project Portfolio..., Offshoring, IT Governance, Agile, SDLC, Business Intelligence, Risk, IT Transformation, IT Management, Governance, Management, Project Management, Mergers & Acquisitions, Infrastructure, CRM
Education
Massachusetts Institute of Technology 1987 — 1989
Master of Science
Columbia University in the City of New York 1983 — 1987
B.S.
Gordian Group, LLC August 2013 - Present
Columbia University September 2009 - May 2013
UBS Wealth Management June 2012 - August 2012
UBS June 2011 - August 2011
Skills
Economics, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Financial Modeling, Valuation, Social Media, Microsoft Word, Financial Analysis, Event Planning, Equities, Entrepreneurship, Analysis, Public Speaking, Corporate Finance, Editing, Investments, Research, Capital IQ, Stata, Market Research, Spanish
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics
Bloomingdale's August 2015 - Present
Saks Fifth Avenue September 2014 - August 2015
Vogue February 2014 - September 2014
Public Relations September 2013 - January 2014
GCK Partners February 2013 - May 2013
Major League Baseball Advanced Media January 2013 - February 2013
Norma Kamali Inc. November 2012 - December 2012
Converse June 2012 - November 2012
Ralph Lauren September 2011 - May 2012
UBS December 2011 - January 2012
Skills
conversational spanish, Multitasker, Strategic Planning, Public Relations, Fashion, Marketing, Research, Event Planning, Editorial, Microsoft Office, Blogging, Press Releases, Social Media, Strategic Communications, Fashion Shows
Education
Barnard College - Columbia University 2008 — 2012
Bachelor of Arts, Sociology
New York University 2011 — 2011
Study Abroad Program in Madrid, Spain
Columbia University in the City of New York
Columbia University in the City of New York
The Beacon School
The Beacon School
People's United Bank March 2013 - Present
UBS 2004 - 2011
Credit Suisse 1999 - 2004
Skills
SharePoint, Visio, Project Management, Agile Methodologies, Risk Management, Vendor Management, Leading Development..., Business Objects, MS Project, Cost Management, Time Management, Quality Management, Leading Diverse Teams, Team Mentoring, Information Management, Technical Analysis, Data Analysis, SDLC, Business Intelligence, Relational Databases, Web Applications, Content Management, Financial Reporting, OLAP, Data Mining, Cross-functional Team..., Management, Testing, Business Analysis, PMO, Requirements Analysis
Education
Stanford University 2015 — 2016
Professional Certificate, Strategic Decision and Risk Management
Columbia University in the City of New York 2002 — 2003
Executive Certificate, Information Technology Project Management
New York University 2001 — 2002
Certificate, E-Business Development
Kaunas University of Technology 1993 — 1998
Bachelor of Science (BS), Computer Science
NYS Department of Financial Services May 2013 - Present
Nonprofit and Finance companies June 2011 - April 2013
Manhattan New Music Project May 2011 - December 2012
Jazz at Lincoln Center March 2012 - June 2012
Deutsche Bank April 2004 - June 2011
Barclays April 2003 - April 2004
UBS September 1999 - April 2003
Skills
Non-profits, Financial Reporting, Economics, Fundraising, Strategic Planning, Research, Philanthropy, Financial Analysis, Writing, Arts Administration, Teaching, Mentoring, Nonprofits, Grant Writing, Fixed Income, Program Management, Event Planning, Management
Education
New York University, Stern School of Business 2000 — 2002
MBA, Finance
Columbia University in the City of New York
BA, Economics and Math
Deutsch October 2013 - Present
Rosetta June 2013 - August 2013
Wunderman January 2013 - May 2013
JWT June 2012 - August 2012
UBS October 2011 - March 2012
Revolution Prep May 2011 - August 2011
Skills
Strategy, Analysis, Microsoft Office, Analytics, Research, Data Analysis, Social Media, CRM, Online Advertising, Web Analytics, Management, Entrepreneurship, Forecasting, Market Research, Start-ups, Marketing, Social Media Marketing, Social Networking, Marketing Strategy, Public Relations, Spanish, Team Leadership, Event Management
Education
Columbia University in the City of New York 2009 — 2013
BA, Economics
Whitney High School 2005 — 2009
SoundWaters June 2011 - Present
Green Drinks Greenwich November 2010 - Present
Greenwich Green & Clean June 2012 - May 2013
Ella Vickers Recycled Sailcloth Collection May 2010 - May 2012
DCM Inc. November 2009 - October 2010
UBS July 2007 - March 2008
Skills
Fundraising, Environmental Awareness, Vendor Management, Program Management, Strategic Planning, Project Management, Sustainability, Environmental Education, Strategy, Research, Nonprofits, Entrepreneurship, Leadership, Sustainable Business, Sustainability..., Environmental Issues, Corporate Social..., Business Strategy, Conservation Issues, Energy, Public Speaking, Sustainable Development, Social Media
Education
Columbia University in the City of New York
Bachelor of Arts, English Literature
NYC Department of Education August 2007 - Present
UBS April 1992 - July 1999
The Chase Manhattan Bank January 1990 - April 1992
Chase Manhattan Bank June 1987 - December 1989
Skills
Curriculum Development, Classroom, Literacy, Public Speaking, Educational Leadership
Education
Touro College 2003 — 2007
Masters, General Education & Special Education
Columbia University in the City of New York 1983 — 1987
BA, Economics
Fort Hamilton High School
UBS 2011 - Present
Skills
FX Options, Options, Trading, FX Derivatives, Equities, Bloomberg, Financial Modeling, Market Making, Currency, Derivatives, Series 7
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Science (BS), Financial Engineering, Magna cum Laude
GFA
First Data Corporation November 2014 - Present
Fubon Financial Holdings July 2011 - March 2014
UBS January 2009 - December 2009
Viacom September 2008 - December 2008
Boao Forum for China March 2007 - May 2007
Skills
Relationship Management, Key Account..., Corporate Finance, Management, Mandarin, Banking, Credit, Market Research, Finance, Strategy, Risk Management, Analysis, Business Strategy, Public Relations, Competitive Analysis, Chinese, Business Development
Education
Columbia University in the City of New York 2007 — 2010
Master of International Affairs, International Finance & Policy
Peking University 2003 — 2007
Bachelor of Arts, International Relations
Københavns Universitet 2005 — 2005
Exchange Certificate, Humanities and Social Sciences
iqCIO LLC August 2015 - Present
Berenberg Asset Management LLC February 2014 - July 2015
Platinum Partners (NY) LLC December 2011 - September 2013
Altima Securities LP January 2006 - December 2011
Merrill Lynch June 1999 - January 2006
Merrill Lynch Investment Managers 1999 - 2001
UBS January 1996 - June 1999
Bankers Trust January 1993 - January 1996
Skills
Hedge Funds, Equity Derivatives, Equities, Private Equity, Capital Markets, Investments, Portfolio Management, Alternative Investments, Valuation, DCF, Bloomberg, Due Diligence, Financial Modeling, Prime Brokerage, Fixed Income, Mutual Funds, Structured Finance, Investor Relations, Asset Management, Funding, Investment Banking, Finance
Education
Columbia University 1983 — 1987
B.Sc., Computer Science
Syosset High School 1979 — 1983
HS Degree, Syosset High School - home of the Braves!
UBS July 2014 - August 2014
New York Community Bank June 2013 - August 2013
Let's Order Now June 2012 - September 2012
Paul P. Kerantzas CPA February 2011 - June 2011
Skills
Sales, Marketing Strategy, User Interface Design, Social Media Marketing, Negotiation, Information Architecture, User Experience, Financial Analysis, Start-ups, Adobe Creative Suite, New Business Development, Management, Small Business, Entrepreneurship, Strategy, Outlook, Real Estate, Investments, Marketing, E-commerce, Finance, Social Networking
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Economics
Hud:sun Media February 2014 - Present
NBA Entertainment Inc December 2014 - March 2015
Punched in the Head Productions December 2012 - September 2013
Canal Creatures Productions June 2011 - December 2012
The Weinstein Company September 2010 - December 2010
UBS January 2006 - July 2006
Telecom Italia Sparkle March 2003 - January 2006
Skills
Film Production, Film, Screenwriting, Video Production, Producing, Commercials, Production Budgeting, Production Managment, Movie Magic Budgeting, Post Production, Final Cut Pro, Directing, Feature Films, Video Editing, Music Videos, Short Films, Production Management, Entertainment, Video, Television
Education
Columbia University in the City of New York 2006 — 2011
MFA, Film / Screenwriting, with Honors
Villanova University 1998 — 2002
BS, Finance
Ernst & Young February 2011 - June 2013
Ernst & Young September 2003 - January 2011
UBS July 1998 - August 2002
Morgan Stanley November 1989 - June 1998
Skills
Business Development, Marketing Strategy, Marketing Communications, Business Strategy, Integrated Marketing, Strategy, Public Relations, Leadership, Management, CRM, Internal Communications, Financial Services, Marketing, Start-ups, Competitive Analysis, Social Media Marketing, Executive Management, Entrepreneurship, Operational Strategy, Operational Planning, Innovation, Hedge Funds, Private Equity, Content Marketing, Events, Digital Marketing, Strategic Planning
Education
Columbia University in the City of New York 2014 — 2014
Executive Education
New York University
MBA, Finance
Indiana University - Kelley School of Business
B.S, Business (Marketing & Advertising)
National University of Singapore 1988 — 1988
International Business
Freshpet May 2015 - July 2015
Evoke Healthy Foods January 2015 - May 2015
Oatworks April 2014 - September 2014
UBS June 2013 - March 2014
HSBC Global Banking and Markets August 2010 - May 2013
Goldman Sachs June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
Bachelor of Arts (BA), East Asian Studies
Princeton University 2005 — 2006
Japanese
Columbia University in the City of New York 2004 — 2004
Mathematics
The Blackstone Group July 2014 - Present
The Blackstone Group June 2013 - August 2013
MamiMai September 2011 - July 2012
Mustang Ventures September 2011 - May 2012
UBS July 2010 - August 2011
UBS Investment Bank June 2009 - August 2009
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Columbia University in the City of New York 2006 — 2010
B.A.
Université Paris-Sorbonne
GIVENCHY September 2015 - Present
NYU Steinhardt July 2013 - Present
UBS June 2015 - July 2015
AMC Networks February 2015 - June 2015
alice + olivia May 2014 - August 2014
NYU Office of Financial Aid July 2013 - January 2014
Port Alliance Logistic December 2010 - March 2011
Skills
Microsoft Excel, Data Analysis, Market Research, Legal Compliance, Program Management, Team Leadership, Accounting, Strategic Planning, Contractual Agreements, Data Entry, Invoicing, Minitab, Multi Tasking, Time Management, Microsoft Word, PowerPoint, Outlook
Education
New York University - Leonard N. Stern School of Business 2013 — 2017
Bachelor of Science (BSc), Finance and Statistics, Minor in Law & Society
Columbia University in the City of New York 2012 — 2013
Marlboro High School 2009 — 2013
High School Diploma
Principia Management Group June 2014 - August 2014
The Indonesian Investment Promotion Centre 2011 - 2013
Permanent Mission of Indonesia to United Nations 2011 - 2011
UBS June 2010 - August 2010
Skills
English, Mandarin, Bahasa Indonesia, Photography, Research, Data Analysis, Accounting, Government, Management, Analysis, Finance, Economics, Policy Analysis, Investments, Microsoft Office, Leadership, Market Research
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of International Affairs, International Finance and Economic Policy
University of Oregon - Charles H. Lundquist College of Business 2007 — 2011
Bachelor of Science, Business Administration - Finance
UBS March 2015 - Present
Weeden & Co. July 2011 - March 2015
Education
Columbia University in the City of New York 2011 — 2014
Master's Degree, Mathematical Finance
Miami University 2007 — 2011
Bachelor's Degree, Physics, Summa Cum Laude
NYU Pollack Center for Law & Business June 2015 - Present
United States Bankruptcy Court, SDNY June 2014 - August 2014
Togut Segal & Segal LLP February 2012 - May 2014
Sullivan & Cromwell LLP September 2011 - February 2012
UBS June 2011 - August 2011
Texas A&M University August 2010 - May 2011
Visiting Nurse Services of Iowa May 2009 - August 2009
Natixis North America June 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Non-profits, Bankruptcy, Onboarding, Nonprofits, Analysis, Legal Research, Legal Writing, Pleadings, Westlaw, Social Media, Fundraising, Public Speaking, Editing
Education
New York University School of Law 2014 — 2017
Doctor of Law (J.D.)
Columbia University in the City of New York 2006 — 2010
B.A., Psychology
The Walt Disney Company November 2012 - Present
Deutsche Bank June 2011 - November 2012
Deutsche Bank June 2010 - August 2010
Gridley & Company LLC March 2009 - June 2009
UBS September 2008 - December 2008
Rutgers University 2006 - 2007
Skills
Cross-functional Team..., Finance, Strategy, Project Coordination, Research and Analysis, Strategic Communications, Business Planning, Relationship Management, Leadership, Project Management, Corporate Communications, Sales, Valuation, Investment Banking, Financial Modeling
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Fully-Employed MBA Candidate
Dartmouth College 2007 — 2011
Bachelor's Degree, Economics, English (Creative Writing)
Columbia University in the City of New York 2006 — 2007
Science Honors Program
AOL June 2014 - August 2014
CICC November 2013 - March 2014
Accenture November 2012 - March 2013
UBS September 2012 - November 2012
Skills
Data Analysis, Research, Stata, R, C, Strategic Planning, IT Transformation, SQL, Unix, Python, Statistical Modeling, Data Visualization, Energy Industry, Data Mining, Machine Learning, Time Series Analysis, Text Mining, Team Leadership, Gephi, D3.js
Education
Columbia University in the City of New York 2013 — 2015
Master of Arts (MA), Quantitative Methods in the Social Science, Data Science Focus
Peking University 2010 — 2013
Bachelor of Arts (BA), Economics
Peking University 2009 — 2013
Bachelor of Engineering (BEng), Energy and Resources Engineering
University of California, Berkeley 2011 — 2011
American/United States Studies/Civilization
The Hong Kong University of Science and Technology 2011 — 2011
Bachelor of Engineering (BEng), Mechanical Engineering
UBS July 2015 - Present
J.P. Morgan August 2012 - July 2015
Nomura December 2010 - August 2012
Columbia University September 2010 - December 2010
Ashir Group, Inc. September 2010 - November 2010
Federal Reserve Bank of New York June 2010 - August 2010
Carver Federal Savings Bank February 2010 - June 2010
Federal Reserve Bank of Boston June 2009 - August 2009
Carnegie Council for Ethics in International Affairs April 2009 - August 2009
WBUR January 2009 - January 2009
Skills
Macroeconomics, Econometrics, Economics, Eviews, Stata, Research, Emerging Markets, Financial Modeling, Capital Markets, Credit Analysis, Financial Analysis, Valuation, Risk Management, Bloomberg, Data Analysis, Quantitative Analytics, Corporate Finance, EViews, Chinese
Education
Columbia University - School of International and Public Affairs 2009 — 2011
Master of International Affairs, International Finance and Economic Policy
Tufts University 2005 — 2009
Bachelor of Arts, cum laude, International Relations with Regional Focus on East Asia, Minor in Chinese, and Ethics Certificate
Harbin Institute of Technology 2008 — 2008
Certificate, Intensive Chinese Language
Mercersburg Academy 2001 — 2005
Diploma, cum laude
Lincoln High School
Range Global LLC 2012 - 2015
UBS 2008 - 2012
Bear Wagner, L.L.C 1996 - 2007
Caxton Associates 1994 - 1996
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
University of California, Berkeley 1991 — 1996
B.A. Economics
The Taft School 1986 — 1990
St. Bernard's School 1978 — 1986
CFA Institute
Chartered Financial Analyst
Clearview Capital Management, LLC May 2013 - Present
Townhouse Partners Consulting 2012 - 2013
WordsAnalytics, Inc. 2011 - 2012
RJW Capital Management 2009 - 2012
Endurance Capital 2008 - 2009
The Dellacorte Group 2006 - 2008
UBS 2004 - 2005
UBS 2002 - 2004
Corporate Executive Board 2001 - 2002
Skills
Alternative Investments, Private Equity, Equities, Hedge Funds, Investments, Real Estate, Real Estate Investor, Real Estate Financing, CMBS, Commercial Mortgages, Fund Of Funds, Fundraising, VBA, Credit Risk, Underwriting, Python, SQL, Microsoft Excel, Database Modeling
Education
Columbia Business School 2005 — 2007
MBA, Finance
Yale University 1997 — 2001
BA, Economics
Roeper 1982 — 1997
Orkila September 2013 - Present
Morgan Stanley June 2010 - July 2013
Citi Private Bank June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Financial Modeling, Emerging Markets, Valuation, Capital Markets, Fixed Income, Equities, Private Equity, Derivatives, Investments, Due Diligence, Structured Products, Bloomberg, Private Banking, Asset Management, Sales, Research, Asset Allocation, Monte Carlo Simulation, Quantitative Research, Trading, Portfolio Management, Strategy, Business Development, Alternative Investments, FX Options, Hedge Funds, Equity Derivatives
Education
Columbia University in the City of New York 2009 — 2010
M.A., Mathematics of Finance
The London School of Economics and Political Science (LSE) 2006 — 2009
BSc, Economics
UBS December 2012 - Present
UX Consulting 2009 - Present
Skills
User Experience, Information Architecture, User Research, Usability, User Interface Design, User Experience Design, Experience Design, Usability Testing, Interaction Design, User-centered Design, User Interface, Wireframes, Heuristic Evaluation, Axure, Persona, Axure RP, Digital Strategy
Education
Columbia University
MA
Generation Law 2007 - Present
Chicago Investment Group March 2009 - June 2010
UBS 2005 - 2007
NASD, now FINRA 1999 - 2005
University of Iowa 1996 - 1999
Skills
Elder Law, Wealth Management, Estate Administration, Medicaid, Trusts, Asset Protection, Estate Tax Planning, Wills, Guardianship, Long-term Care, Powers of Attorney, Appeals, Bankruptcy, Securities Litigation, Estate Law, Legal Research, Conservatorships, Estate Planning
Education
University of Iowa College of Law 1996 — 1998
JD, Law
Columbia University in the City of New York 1992 — 1996
BA, Urban Studies
South Miami 1989 — 1992
High School, High School Dipolma
Assurant December 2013 - Present
Moody's Investors Service July 2011 - December 2013
Canaras Capital Management June 2010 - August 2010
UBS February 2010 - April 2010
Skills
Financial Modeling
Education
Columbia University in the City of New York 2007 — 2011
Bachelor's Degree, Economics
J.P. Morgan 2015 - Present
Columbia University September 2011 - Present
Morgan Stanley June 2014 - August 2014
Peak XV Capital June 2013 - August 2013
Hermes Capital Advisors, LLC January 2013 - May 2013
UBS May 2012 - August 2012
Bloomberg LP January 2012 - April 2012
Skills
Research, Matlab, Stata, Microsoft Excel, Statistics, Data Analysis, Financial Modeling, Investment Banking, R
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Science (BS), Operations Research
Edgemont High School 2007 — 2011
High School Diploma
Silicon Valley Bank January 2013 - Present
Google November 2011 - December 2012
UBS May 2010 - August 2010
Cumulus Radio May 2009 - August 2009
Jones Lang LaSalle May 2008 - August 2008
The Staubach Company May 2007 - August 2007
Skills
Microsoft Excel, Salesforce.com, Account Management, Financial Analysis, Leadership, Real Estate, Leases, Management, Marketing
Education
Columbia University in the City of New York 2007 — 2011
BA, Political Science
Bellarmine College Preparatory 2003 — 2007
Forest City Ratner Companies March 2012 - Present
UBS February 2011 - March 2012
Woodbourne Capital Parnters January 2009 - January 2011
Merrill Lynch June 2005 - July 2008
Skills
Microsoft Office, Financial Modeling, Financial Analysis, Investment Properties, Finance
Education
New York University 2009 — 2010
MS, Real Estate Finance
Columbia University in the City of New York 2001 — 2005
BA, Economics
Victor J. Andrew High School 1997 — 2001
Starwood Hotels & Resorts Worldwide, Inc. August 2014 - Present
Vermont January 2008 - Present
Notre Dame Global Adaptation Index www.nd-gain.org & World Resources Institute www.wri.org March 2013 - June 2014
Morgan Stanley June 2013 - March 2014
Ahold USA (Stop & Shop/Giant) May 2009 - September 2009
UBS November 1999 - 2008
GE Captial November 1998 - November 1999
Furman Selz 1994 - 1995
PaineWebber 1992 - 1994
Salomon Brothers 1987 - 1989
Skills
Change Management, Infrastructure, Data Center, Strategic Planning, International Project..., Corporate Finance, Business Continuity, Enterprise Architecture, Leadership, Market Research, Mergers & Acquisitions, Energy Efficiency, Communications Planning, Internet Security, Employee Training, Financial Economics, Social Networking, Property Management, CMDB, Financial Modeling, Finance, Start-ups, Investment Properties, Analysis, Project Management, Investment Banking, Training & Development, technical liai, Project Implementation, Infrastructure Projects, Business Analysis, Real Estate Investment
Education
University of Pennsylvania 2007 — 2014
EMTM, Masters in Technology Management
University of Pennsylvania - The Wharton School 2007 — 2014
MS, EMTM - Technology
Columbia University in the City of New York 2008 — 2012
Community Language Program, Chinese
St. Mary's Notre Dame 1975 — 1979
BA, Double Major: Economics & Fine Arts, Mathematics Minor
New Canaan High School 1971 — 1975
High School Diploma
RBC 2014 - Present
UBS 2007 - 2013
UBS/Perot Systems April 2003 - January 2007
UBS/Perot System January 1996 - March 2003
Swiss Bank Corp January 1994 - January 1996
Skills
Solaris, IT Strategy, ITIL, Unix, Virtualization, Enterprise Architecture, VMware, IT Management, Data Center, Solution Architecture, Linux, High Availability, Risk Management, Security Tools, Cloud Computing, Information Security, Infrastructure, Computer Security, Process Improvement, IT Service Management, Business Continuity, Disaster Recovery
Education
Columbia University in the City of New York 2010 — 2012
Msc, Technology Mangement
Rutgers, The State University of New Jersey-Newark 1988 — 1993
Bachelor's degree, Computer Science
St. Josheph High School
UBS December 2014 - August 2015
UBS Wealth Management April 2014 - September 2014
UBS Wealth Management October 2013 - April 2014
Michael A. Manna & Esq May 2005 - October 2013
Freelance January 2008 - January 2009
Morgan Stanley Private Wealth Management May 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Finance, Microsoft Word, Social Media, Event Planning, Macroeconomics, Market Research, Outlook, VBA
Education
Columbia University in the City of New York 2009 — 2013
Bachelor's degree, Economics
Columbia University in the City of New York 2009 — 2013
BA, Economics, Senior
CarVal Investors May 2015 - Present
UBS April 2013 - May 2015
Barclays Capital July 2006 - February 2013
Morgan Stanley June 2005 - August 2005
TimesSquare Capital Management October 2002 - August 2004
Self-Empoyed April 2000 - May 2002
Sanford C. Bernstein March 1998 - April 2000
Skills
Trading, Emerging Markets, Investment Banking, Fixed Income, Credit, Equities, Derivatives, Bloomberg, Investments, Portfolio Management, Asset Management, Latin America, Financial Analysis, Loans, Alternative Investments, Bonds, CDS, Hedging, Securities, Asset Allocation
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
University of Cincinnati College of Business 1993 — 1997
BBA
Harris Associates September 2012 - Present
Sawdust Investment Management March 2008 - July 2012
Bank of America May 2005 - March 2008
UBS December 1997 - April 2005
Motorola August 1994 - September 1997
Skills
IT Strategy, Trading Systems, Enterprise Architecture
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Management & Strategy, Finance
Columbia University in the City of New York 1990 — 1994
BA, Computer Science
AIG January 2011 - Present
UBS August 2006 - June 2010
AIG February 1999 - August 2006
Skills
Enterprise Architecture, SDLC, IT Strategy, SOA, Solution Architecture, Business Analysis, Requirements Analysis, IT Management, Vendor Management, Data Warehousing, Business Intelligence, Agile Methodologies, Software Project..., Integration, Application Architecture, Requirements Gathering, Governance, Data Modeling, Visio, Enterprise Software, UML, TOGAF
Education
Columbia University in the City of New York
MS, Computer Science
Indiana University Bloomington
MS, Chemistry
Stony Brook University
BS, Chemistry
Hertz July 2011 - Present
MeadWestvaco 2004 - July 2011
UBS 2003 - 2004
Rothschild / Five Arrows Capital 2001 - 2003
Evercore Partners 1997 - 1999
Dillon Read & Co. 1994 - 1997
Skills
Mergers & Acquisitions, Finance, Business Strategy, Management, Project Planning, Business Development, Private Equity, Strategic Planning, Corporate Development, Strategy, Financial Analysis, Mergers, Investments, Emerging Markets, Financial Modeling, Cross-functional Team..., Corporate Law
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Pennsylvania - The Wharton School 1990 — 1994
BA/BS
Mizuho Bank October 2013 - Present
UBS October 2011 - October 2013
Sapient Global Markets February 2010 - September 2011
Fitch Ratings March 2006 - February 2010
Skills
VBA, Excel, Fixed Income, ABS, Derivatives, MBS, Structured Finance, Intex Desktop, Bloomberg Terminal, Credit Analysis, Structured Products, Credit Risk, Microsoft Excel, Hedge Funds, Market Risk, Credit, Valuation, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA
Columbia University in the City of New York 1995 — 1999
BS
UBS November 2013 - Present
Sanford C. Bernstein September 2006 - November 2013
Compass Management Consulting September 2000 - August 2006
Small World Media August 1999 - September 2000
Skills
Leadership, Analysis, Equity Research, Strategy, Financial Modeling, Emerging Markets, Financial Analysis, Investments
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Columbia University in the City of New York 1994 — 1998
BA, History
Independent Consulting August 2013 - Present
Bank of America Merrill Lynch May 2010 - August 2013
UBS August 2007 - December 2008
Independent Consulting June 2004 - June 2006
Citigroup Global Markets May 2003 - June 2004
Citigroup Global Markets July 2001 - May 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking, Real Estate, Mergers & Acquisitions, Real Estate Financing, Capital Markets, Valuation, DCF, LBO, IPO, Recapitalizations, Financial Forecasting, Private Equity, Hedge Funds, Alternative Investments, Investments, Equities, Due Diligence, Finance, Bloomberg, Argus Modeling, Microsoft Excel, PowerPoint
Education
Columbia University in the City of New York 2005 — 2007
Master of International Affairs
New York University - Leonard N. Stern School of Business 1997 — 2001
BS
The Walt Disney Company June 2011 - Present
Warner Bros. Advanced Digital Services September 2010 - May 2011
Sample Digital February 2010 - July 2010
PortBlue Corporation November 2008 - December 2009
LMU May 2008 - September 2008
Time Inc. March 2007 - February 2008
Jefferies & Company October 2006 - February 2007
IXIS Capital Markets November 2005 - August 2006
UBS January 2003 - June 2005
UBS May 2001 - December 2002
Skills
VMware
Education
Columbia University in the City of New York 1993 — 1995
Master in Science, Computer Science
Columbia University in the City of New York 1988 — 1992
Bachelor in Science, Computer Science
IEX Group, Inc. 2014 - Present
Credit Suisse 2012 - 2014
Citadel Investment Group 2011 - 2012
UBS 2007 - 2010
Columbia University in the City of New York 2006 - 2007
Skills
Series 7, C++, quantitative modeling, Series 63, Series 55, Series 24, Series 56, ridiculous statistics, arithmetic, Equities
Education
Columbia University in the City of New York 2002 — 2005
Doctor of Philosophy (PhD), electrical engineering
Georgia Institute of Technology 2001 — 2002
Master of Science (MS), electrical and computer engineering
Georgia Institute of Technology 1998 — 2001
Bachelor of Science (BS), electrical and computer engineering
KLS Diversified Asset Management LP August 2008 - Present
UBS December 2006 - February 2008
Morgan Stanley February 2003 - November 2006
Fitch Ratings September 1998 - February 2003
Skills
CMBS, Securitization, Structured Finance, Asset Managment, Capital Markets, Loans, Portfolio Management, Asset Management, Investments, Due Diligence
Education
Columbia University in the City of New York 1993 — 1997
Lagardère Unlimited November 2014 - Present
GroupM ESP January 2012 - November 2014
UBS June 2006 - January 2012
Skills
Sponsorship, Sports Marketing
Education
Columbia University in the City of New York 2011 — 2014
MS, Sports Management
University of Delaware 1999 — 2003
B.A., Communications
Symitar November 2014 - Present
Barclays December 2009 - September 2014
Sandelman Partners June 2007 - June 2009
UBS 2006 - 2007
Globeop Financial Services 2004 - 2006
Education
Columbia University in the City of New York 1998 — 2002
BS, Computer Science
The Conversation Piece Podcast February 2009 - July 2011
UBS July 2001 - January 2002
Skills
Microsoft Office, Strategy, Leadership, Public Speaking, Social Media Marketing, Copy Editing, Research, Customer Service, Management
Education
Columbia University in the City of New York 2014 — 2015
Master's degree, Broadcast Journalism
University of Utah - David Eccles School of Business 1996 — 2000
Bachelors of Science , Business Finance
Goldman Sachs October 2007 - June 2011
UBS December 2005 - August 2007
Citigroup 2007 - 2007
WebMD March 2005 - December 2005
Synygy 2001 - 2005
Gujarat Airways July 1998 - October 1999
Span Air August 1996 - March 1998
Education
Columbia University in the City of New York 2008 — 2010
MAFN, Mathematical Finance
Rutgers, The State University of New Jersey-Newark 2006 — 2008
MQF, QUANTITATIVE FINANCE
Temple University 2000 — 2002
MS, Computer Science
National Centre for Software Technology (NCST) 1998 — 1999
PGDST, Computer Science
Shivaji University 1988 — 1993
BE, Computer Science
St.Thomas High School 1976 — 1986
S.S.C
McGraw Hill Financial Research AnalystThe Conference BoardSeptember 2007 - July 2011
UBS May 2002 - August 2006
Deutsche Bank January 1996 - March 2002
Skills
Research, Macroeconomics, Economics, Eviews, Qualitative Research, Strategy, Fixed Income, Econometrics, Emerging Markets, Stata, Quantitative Analytics, SPSS, Statistics, Risk Management, Management Consulting, SAS, Economic Research, Policy Analysis, R
Education
Columbia University in the City of New York
MA, Quantitative Methods in Social Sciences
Fordham University
MA, International Political Economy and Development
University of the Philippines
BS, Economics
SumTotal Systems June 2014 - Present
UBS September 1998 - May 2014
Instinet Corporation August 1991 - September 1998
Chase Manhattan Bank July 1989 - September 1991
Skills
ITIL, Process Improvement, Strategy Development, Application Development, IT Operations, Applications Support, Engineering Management, Project Delivery, Strategy, Software Development, Change Management, Infrastructure, SDLC, Technical Support, Databases, Management, IT Management, Incident Management, Enterprise Architecture, Vendor Management, Business Process, Leadership, IT Service Management, Disaster Recovery, Program Management, Integration, Storage, Service Delivery, Data Center, PMO, Outsourcing, Project Portfolio..., Governance, Business Continuity
Education
Columbia University in the City of New York 1983 — 1987
BA, Computer Science
University of Connecticut 1999 — 2004
MBA, MIS & Finance
Credit Suisse December 2014 - Present
LCH.Clearnet April 2013 - November 2014
UBS April 2011 - February 2013
Morgan Stanley March 2009 - April 2011
Gardening leave August 2008 - March 2009
Barclays Capital May 2004 - August 2008
Deutsche Bank 1997 - 2004
Tudor Investments 1993 - 1997
Skills
Fixed Income, Credit, Trading Systems, Investment Banking, Capital Markets, Equities, Derivatives, Equity Derivatives, Electronic Trading, Securities, Trading, Management, Market Data, Hedge Funds
Education
Columbia University in the City of New York
Dolphin Intelligence January 2015 - Present
BHP Billiton November 2012 - December 2014
New York University January 2011 - December 2012
PIRA Energy Group July 2008 - July 2012
UBS May 2007 - August 2007
New York City Housing Agencies January 2003 - July 2006
Primary Knowledge 2000 - 2001
Education
Columbia University in the City of New York 2006 — 2008
Master's Degree, International Energy and Management
Pace University 1999 — 2003
Bachelor's Degree, Information Systems
UBS October 2014 - Present
Credit Suisse March 2006 - October 2014
Morgan Stanley August 1993 - January 2006
Booz Allen & Hamilton 1988 - 1991
Skills
Financial Institutions, Private Equity, Mergers & Acquisitions, Financial Markets, Alternative Investments, Investment Banking, Risk Management, Management, LBO, Finance, Asset Management, Capital Markets, Fixed Income, Valuation, Trading, Derivatives, Financial Modeling, Options, Securities, Financial Services, Equities, Structured Finance, Emerging Markets, Insurance, Investments, Mergers, Due Diligence, Corporate Finance, Venture Capital, Hedge Funds, Portfolio Management, Financial Structuring, Bloomberg, Corporate Development, M&A experience, Financial Analysis
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Beta Gamma Sigma, Knopf Fellowship Recipient
University of Pennsylvania 1984 — 1988
Bachelor’s Degree, Political Science, Magna Cum Laude
University of Pennsylvania - The Wharton School 1984 — 1988
BSc, Economics, Magna Cum Laude
Upper Canada College 1975 — 1984
UBS March 2014 - Present
TIAA-CREF August 2012 - March 2014
UBS Investment Bank August 2011 - August 2012
UBS 2006 - July 2011
UBS Investment Bank June 2003 - February 2006
IBM September 1999 - July 2002
Skills
Communication Training, Strategy, Corporate Communications, Speech Writing, Investment Banking, Internal Communications, Strategic Planning, International..., Change Management, Team Leadership, Management, Event Management, Social Media, Editing, Crisis Communications, Financial Services, Leadership, CRM, Integrated Marketing, Media Relations, Marketing Communications, Investor Relations, Thought Leadership, Public Relations
Education
Columbia University in the City of New York 1989 — 1992
Bachelor of Arts, English
University of Southern California 1992 — 1994
MFA, Film & Television
Hotchkiss 1984 — 1988
High School
Morgan Stanley Enterprise Infrastructure November 2012 - Present
Citigroup March 2011 - November 2012
RBS Global Banking & Markets May 2009 - December 2011
UBS November 2002 - May 2009
UBS Wealth Management November 2002 - May 2009
UBS Financial Services 1997 - April 2009
UBS / PaineWebber August 2001 - November 2002
PaineWebber August 1997 - November 2002
Independent Business Consultant January 1993 - June 1997
Commodities Exchange Center, Inc. May 1978 - May 1992
Skills
Vendor Management, IT Transformation, Business Analysis, Risk Management, Project Portfolio..., Process Improvement, ITIL, IT Management, Project Management, Disaster Recovery, Leadership, IT Strategy, Project Delivery, SDLC, PMO, Project Planning, PMP, Testing, Management
Education
Columbia University in the City of New York 1970 — 1972
M.Sc., Solid State Physics
Franklin and Marshall College 1966 — 1970
Bachelor of Science (B.Sc.), Physics
Quest Diagnostics October 2009 - Present
CIBC World Markets 2005 - 2008
Cain Brothers 2004 - 2005
Harris Nesbitt Gerard 2001 - 2004
UBS 1999 - 2001
UBS Investment Bank 1999 - 2000
Salomon Smith Barney 1995 - 1999
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Tufts University 1985 — 1989
BA, Political Science
American Express April 2015 - Present
Federal Reserve Bank of New York August 2011 - April 2015
Morgan Stanley June 2007 - July 2011
UBS 2006 - 2006
Skills
Capital Markets, Equities, Fixed Income, Hedge Funds, Derivatives, Bloomberg, Securities, Equity Research
Education
Columbia University in the City of New York 2012 — 2014
Master of Public Administration (MPA), International Economic Policy and Management
Pace University 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
UBS June 2010 - Present
Barclays Capital October 2009 - May 2010
DataBase Technologies 2009 - October 2009
Goldman Sachs 2004 - 2008
Goldman Sachs 2002 - 2004
Goldman Sachs Tokyo 2001 - 2002
Goldman Sachs Tokyo 1990 - 2001
Goldman Sachs 1988 - 1990
Thomson McKinnon Securities Inc. 1986 - 1988
Skills
Internal Audit, Business Continuity..., Project Management, SDLC, Financial Risk, Fixed Income, Equities, Trading Systems, Risk Management, Business Analysis, IT Strategy, Investment Banking, Strategy, Outsourcing, Databases, Integration
Education
Columbia University in the City of New York 1982 — 1986
BS, Electrical Engineering
International Institution of Learning
Certificate, Kerzner Approach to Project Management
William Paterson University of New Jersey
White Belt, Lean Six Sigma
Melody Capital Partners LLC November 2012 - Present
TAP Advisors April 2012 - March 2013
UBS 2003 - March 2012
Merrill Lynch March 1998 - June 2003
CharSher Corp March 1996 - March 1998
Bear Stearns & Co. Inc. 1991 - 1995
Education
Stanford University Graduate School of Business 1989 — 1991
Columbia University in the City of New York 1983 — 1987
BS, Electrical Engineering/Computer Science
UBS April 2014 - Present
UBS March 2013 - March 2014
Merrill Lynch Wealth Management January 2010 - March 2013
Merrill Lynch, Global Wealth Management January 2006 - December 2009
Merrill Lynch Wealth Management January 2003 - December 2005
Merrill Lynch Wealth Management March 1998 - December 2002
Federal Reserve Bank of New York June 1993 - February 1998
Skills
CFA, Financial Services, Marketing, Management, Alternative Investments, Financial Advisory, Asset Management, Series 7, Investment Advisory, Investments, Equities, Wealth Management..., Wealth Management, Asset Allocation, Portfolio Management, Chartered Financial..., Mutual Funds, Securities, Fixed Income, Series 63, Hedge Funds, Marketing Strategy, Finance, Capital Markets, Retirement Planning
Education
Columbia University - School of International and Public Affairs 1991 — 1993
Master of International Affairs, International Banking and Finance
Grinnell College 1984 — 1988
BA
Credit Suisse March 2007 - Present
Neuberger Berman April 2003 - November 2006
UBS January 2002 - April 2003
Education
Columbia University in the City of New York 1992 — 1996
B.S., School of Engineering and Applied Sciences
The Lawrenceville School 1987 — 1992
Blue Mountain Capital Management LLC June 2013 - Present
TSE Capital Management April 2013 - June 2013
UBS Investment Bank July 2010 - November 2012
Morgan Stanley February 2010 - July 2010
UBS 2005 - February 2010
Credit Suisse 2002 - March 2005
Vindigo 2000 - 2001
Mail.com 1999 - 2000
Sun Microsystems 1996 - 1998
Skills
ABS, Credit Derivatives, Financial Risk, Intex, Mortgage Lending, MBS, Trading Systems, CDO, Fixed Income, Hedging, Analytics, Sybase, Investment Banking, Derivatives, Structured Products, CMBS, C#, Unix, Equity Research, CDS, Trading, SDLC, Quantitative Finance, Market Data, Market Risk, Equity Derivatives, Interest Rate..., Hedge Funds, Bloomberg, Capital Markets
Education
Columbia University in the City of New York 1986 — 1991
PhD, Physics
Deutsche Asset Management 1999 - Present
JP Morgan Securities 1997 - 1998
UBS 1995 - 1997
Goldman Sachs 1986 - 1995
Skills
Equities, Economics, Alternative Investments, Asset Managment, Portfolio Management, Trading, Investments, Emerging Markets, Valuation, Commodity, Private Equity, Capital Markets, Financial Modeling, Investor Relations, Hedge Funds, Equity Research, Derivatives, Fixed Income, Bloomberg, Equity Valuation, Asset Management, Investment Management, Financial Markets, Asset Allocation, Investment Strategies
Education
Columbia University in the City of New York
B.A., Mathematical Statistics
New York University - Leonard N. Stern School of Business
MBA, Finance
Greystar September 2014 - Present
MetLife June 2013 - August 2013
PineBridge Investments May 2013 - June 2013
UBS April 2011 - July 2012
UBS Investment Bank July 2008 - April 2011
Skills
Bloomberg, Valuation, Financial Modeling, Capital Markets, DCF
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance and Entrepreneurial Management
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts (B.A.), Economics and Mathematics
J.P. Morgan November 2012 - Present
Bank of America May 2011 - November 2012
Northfield Associates LLC July 2009 - July 2011
Radian Asset Assurance April 1999 - June 2009
UBS 1992 - 1999
Education
Columbia University in the City of New York 1988 — 1992
BS, Computer Science
UBS March 1998 - Present
Lazard Freres & Co. LLC 1996 - 1998
The Prudential Insurance Company 1991 - 1994
Skills
Equities, Equity Research, Hedge Funds, Series 7, Financial Markets, Securities, Investments, Valuation, Financial Modeling, Finance, Mergers & Acquisitions, Bloomberg
Education
Columbia University in the City of New York 1994 — 1996
MBA, Finance
William & Mary 1987 — 1991
BA, Economics
UBS March 2015 - Present
MBMR Biolabs, Inc. 2009 - Present
Oppenheimer & Co. Inc. June 2014 - March 2015
Knickerbocker Group 2012 - 2013
NYU Langone Medical Center July 2010 - August 2011
Memorial Sloan-Kettering Cancer Center 2008 - 2010
Nanosyn 2006 - 2008
Skills
Investments, Lifesciences, Biotechnology, Molecular Biology, Biochemistry, Cell Biology, Cell Culture, Drug Discovery, Cancer
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
Weill Medical College of Cornell University 1999 — 2006
PhD, Biochemistry and Structural Biology
Princeton University 1995 — 1999
BA, Molecular Biology
Lazard Frères & Co. April 2015 - Present
RBC Capital Markets October 2013 - March 2015
Citigroup June 2012 - March 2013
Deutsche Bank June 2011 - August 2011
JPMorgan Chase June 2010 - August 2010
UBS September 2009 - December 2009
Manhattan Association of REALTORS June 2009 - July 2009
Coldwell Banker February 2009 - June 2009
Skills
Investment Banking, Economics, Finance, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Equities, Financial Analysis, Mergers & Acquisitions, Capital IQ, Capital Markets, M&A experience, Investments, Asset Management, Fixed Income, Private Equity, Bonds, Hedge Funds, Financial Risk, Due Diligence, Portfolio Management, IPO, Emerging Markets
Education
Columbia University in the City of New York 2009 — 2012
BA, Economics
New York University - Leonard N. Stern School of Business 2008 — 2009
Finance and International Business
AMS Health Care Mortgage Corporation July 2008 - Present
UBS Investment Bank 2005 - 2008
UBS 2005 - 2008
Merrill Lynch & Co 1979 - 2000
Skills
Business Strategy, Management, Finance, Capital Markets, Investment Banking, Bonds, Mergers & Acquisitions, Financial Analysis, Negotiation, Derivatives, Due Diligence, Financial Modeling, Mergers, Strategic Planning, Valuation, Fixed Income, Strategy, Risk Management, Investments, Financial Structuring, Portfolio Management, Structured Finance, Securities, Private Equity, Asset Management
Education
Columbia University in the City of New York 1972 — 1974
Master of Science Hospital Administration, Hospital Administration
Stonehill College 1961 — 1966
BA, Philosophy
UBS 2000 - Present
KPMG 1998 - 2000
Skills
Valuation, Equities, Capital Markets, Bloomberg, Equity Research, Investment Banking, Alternative Investments, Fixed Income, Financial Analysis, Asset Management, Financial Modeling, Finance, Due Diligence, Investments
Education
Columbia University - Columbia Business School
MBA
Georgetown University
Bachelor of Science, Finance
Bank of America February 2013 - Present
Morgan Stanley Smith Barney August 2010 - January 2013
UBS May 2009 - August 2010
Morgan Stanley November 2006 - 2009
Morgan Stanley 2000 - 2006
Salomon Smith Barney 1999 - 2000
Skills
Trading Systems, Firewalls, Electronic Trading, Equity Derivatives, Equities, Information Security, Derivatives, Equity Trading, Options, Load Balancing, Unix, Shell Scripting, Perl, Network Security, Integration, Technical Analysis, Data Center, IT Strategy, Infrastructure
Education
Columbia University in the City of New York 1992 — 1995
M.A., HIgh Energy Particle Physics
National Research Nuclear University (former Moscow Engineering Physics Institute) 1976 — 1982
MS, Experimental Nuclear Physics
444
444
444
444
Lauderhill Partners, LLC June 2012 - Present
Campus Evolution, LLC June 2012 - Present
Campus Evolution Villages, LLC June 2012 - Present
Cantor Fitzgerald January 2010 - June 2012
Quadra Realty Trust January 2007 - June 2009
Hypo Real Estate Capital Corporation January 2004 - June 2009
Merrill Lynch 2003 - 2004
UBS 2000 - 2003
GMACCM/CII 1999 - 2000
Daiwa Securities Capital Markets 1996 - 1999
Education
Columbia University - Graduate School of Architecture, Planning and Preservation
MS, Real Estate Development
Hofstra University
BA, Marketing
AIG January 2012 - Present
AMS Leadership Group 2009 - 2011
UBS 2006 - 2009
Prudential Financial 1998 - 2002
Skills
Talent Management, Executive Coaching, Leadership Development, Workshop Facilitation, Succession Planning, Organizational..., Employee Engagement, MBTI, Organizational..., Performance Management, Talent Acquisition, Onboarding, Management Development, Employee Relations, Career Development, Coaching, Change Management, Recruiting, Human Resources, HR Consulting, Leadership, Training, Organizational Design, Staff Development, Personnel Management, Culture Change, 360 Feedback, Executive Development, Workforce Planning
Education
Columbia University in the City of New York
M.Ed.
New York University
M.A.
Syracuse University
B.S.
Shipping & Finance, LTD. 1999 - Present
UBS Investment Bank 1985 - 1998
UBS 1985 - 1998
OECD 1984 - 1984
Katz Scher and Miller Jesser 1978 - 1980
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance and Money and Financial Markets
University of Notre Dame Law School 1979 — 1982
JD, Law
Northwestern University 1975 — 1978
BA, Political Science, Economics
Gramercy Funds Management LLC ("Gramercy") January 2014 - Present
Gramercy Funds Management LLC ("Gramercy") September 2013 - Present
Gramercy Advisors LLC May 2013 - September 2013
SM Capital Management LLC January 2011 - January 2013
McCafferty & Co. August 2010 - January 2011
UBS May 2010 - August 2010
CIMB Investment Bank July 2009 - September 2009
Skills
Visual Basic, C++, Fundamental Research, Industry Analysis, Financial Modeling, SQL Server, Equity Research, Hedge Funds, Research, Equities, Competitive Analysis, Derivatives, Financial Analysis, Portfolio Management, Valuation, Asset Management
Education
Columbia University in the City of New York 2012 — 2013
Master of Arts, Mathematics of Finance
University of Southern California 2008 — 2010
Master of Science, Financial Engineering
Tongji University 2004 — 2008
Bachelor, Industrial Engineering
Simon and Schuster 2012 - Present
XO Group Inc. (formerly known as The Knot, Inc.) May 2011 - 2012
ALM March 2010 - May 2011
New York County Lawyers' Association January 2009 - March 2010
UBS September 2008 - December 2008
kate spade March 2008 - September 2008
Communications Strategies, Inc September 2007 - June 2008
Skills
Email Marketing, Social Media, Analysis, Marketing Strategy, Advertising, Trade Shows, Direct Marketing, Public Relations, Digital Marketing, Content Management, Social Media Marketing, Sales, B2B, Web Analytics, Marketing, Brand Development, Online Marketing, Project Management, Digital Media, Management, Corporate Communications, Publishing
Education
Columbia University in the City of New York 2012 — 2014
Postbac Premedical Studies
Seton Hall University - Stillman School of Business 2004 — 2008
Bachelor of Science, Business Administration & Marketing
HSBC November 2007 - Present
UBS July 2006 - November 2007
The Bank of New York Mellon March 2001 - July 2006
JP Morgan Chase January 1998 - March 2001
Chinese Tonite Restaurant October 1995 - December 1997
JP Morgan Chase November 1993 - October 1995
Bank of China June 1992 - November 1993
Citibank June 1987 - May 1992
Skills
Asset Management, Alternative Investments, Credit, Wealth Management, Hedge Funds, Loans, Portfolio Management, Estate Planning, Private Banking, Commercial Banking, Banking, Finance
Education
Columbia University - School of International and Public Affairs
MPA
New York University
BA
UBS April 2014 - July 2015
UBS May 2013 - April 2014
UBS August 2011 - May 2013
Skills
Series 7, Bloomberg, Wealth Management, Equities, Alternative Investments, Derivatives, Financial Analysis, Financial Modeling, Series 63, Investments, Uniform Combined State...
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Miami 2007 — 2011
Bachelor's degree, Economics & Psychology
UBS August 2014 - Present
Columbia University August 2010 - May 2014
Cantor Fitzgerald June 2013 - July 2013
Cantor Fitzgerald June 2012 - July 2012
US Army August 2001 - June 2012
Skills
Military, Government, Leadership, DoD, National Security, Defense, Security Clearance, Team Leadership, Analysis, Management, Program Management, Policy, Intelligence Analysis, Leadership Development, International Relations, Policy Analysis, Finance, Banking, Economics, Financial Analysis, Financial Economics, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Fixed Income, Bloomberg Terminal
Education
Columbia University in the City of New York 2010 — 2014
Financial Economics, Economics
JPMorgan Chase September 2014 - Present
Barclays Investment Bank February 2013 - June 2014
HSBC June 2012 - January 2013
UBS January 2010 - September 2010
UBS March 2006 - December 2009
Skills
Collateral Management, Business Analysis, Financial Modeling, Microsoft Excel, Operational Risk..., Financial Analysis, Fixed Income, Project Management, Capital Markets, Stata, Statistical Data..., SAP BW, Outsourcing, Process Improvement, Smartstream TLM, Product Control, Derivatives, Dodd-Frank, Compliance, Equities, Credit Derivatives
Education
Columbia University - School of International and Public Affairs 2010 — 2012
Master's degree, Finance & Economics
Columbia University in the City of New York 2010 — 2012
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology 1998 — 2001
Master of Business Administration (MBA)
The Bank of New York Mellon 2011 - 2014
County of Bergen January 2003 - January 2011
UBS January 2000 - January 2003
Citibank May 1993 - January 2000
Education
Columbia University - School of International and Public Affairs
MPA
Rutgers Business School
Government Financial Management
University of Delaware
BA
Propeller Health June 2015 - Present
Gilead Sciences November 2012 - June 2015
Gilead Sciences April 2011 - October 2012
BayBio 2009 - 2012
Genentech June 2007 - March 2011
JP Morgan Chase June 2004 - March 2007
UBS October 2003 - June 2004
Anergen 1993 - 1997
Skills
Commercialization, Lifesciences, Marketing, Medical Devices, Biotechnology, Pharmaceutical Industry, Strategy, Cell Biology, Market Planning, Infectious Diseases, Oncology, Healthcare, Competitive Intelligence, Life Sciences
Education
Columbia University College of Physicians and Surgeons 1997 — 2003
PhD, Microbiology
Washington University in St. Louis
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Vella Group Ltd vp-investmentsstiefel nicolausMarch 2003 - July 2008
UBS March 1998 - March 2003
Education
tulane, 1957 — 1961
B.S., CHEMISTRY, MATH, PHYSICS GRAD WORK COLUMBIA AND HARVARD
Columbia University in the City of New York
Scotiabank July 2012 - Present
FINRA May 2009 - July 2012
UBS March 2007 - January 2009
Deutsche Bank May 2004 - March 2007
Winston & Strawn LLP April 1999 - April 2002
Milbank, Tweed, Hadley & McCloy LLP April 1997 - March 1999
Education
New York Law School 1992 — 1996
JD, Law
Columbia University in the City of New York 1986 — 1990
BA, Political Science, Comparative Literature
Stuyvesant H.S. 1983 — 1986
UBS June 2014 - Present
Roubini Global Economics June 2013 - June 2014
Columbia University in the City of New York January 2014 - May 2014
Columbia University in the City of New York September 2013 - December 2013
Mexican Ministry of Finance November 2010 - July 2012
Mexican Ministry of Energy May 2010 - October 2010
Quantica Consulting January 2008 - April 2010
Skills
Economics, Econometrics, Economic Research, Public Policy, Public Finance, Policy Analysis, Economic Development, Stata, Macroeconomics, Government, Management Consulting, Microeconomics, Teamwork
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master of Public Administration (MPA), International Finance and Economic Policy
Instituto Tecnológico Autónomo de México / ITAM 2004 — 2009
Bachelor's degree, Economics
Deutsche Bank February 2013 - July 2015
Deutsche Bank July 2010 - February 2013
UBS December 2008 - March 2009
Republic of Korea Navy January 2006 - March 2008
Skills
Military, Leadership, Command & Control, Team Mentoring, Investment Banking, Corporate Finance, Client Coverage, Deal Execution, Cross-border..., Debt & Equity Capital..., Bonds
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Korea University 2004 — 2010
Finance, International Relations, Bachelor of International Studies
UBS March 2014 - Present
Morgan Stanley May 2013 - March 2014
Barclays Investment Bank 2010 - 2013
New York Life Insurance Company 2009 - 2010
UBS Investment Bank 2007 - 2008
Computer Associates, Inc 2005 - 2007
Columbia University 2003 - 2004
NASA Goddard Space Flight Center 2002 - 2003
Skills
KDB+, FIX, FX trading, Red Hat Linux, C++, Electronic Trading, Python, Foreign Exchange, Sybase, Trading Systems, Linux, Shell Scripting, Unix
Education
Columbia University in the City of New York 2002 — 2004
Computer Science
New York University
Psychology
Haidar Capital Management July 2014 - Present
Korean National Swim Team 2009 - 2013
UBS June 2012 - August 2012
Merrill Lynch June 2008 - August 2008
Standard Chartered Bank June 2007 - August 2007
Education
Columbia University in the City of New York
Bachelor’s Degree
UBS January 2000 - Present
UBS 1998 - Present
Education
Columbia University in the City of New York
Master of Business Administration (MBA), Finance, General