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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11,700 UBS employees in database. Find out everything there's to know about UBS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Employees
Employee
Years
Job
Industry
Angela Chiang Angela Chiang's UBS Experience August 2011 - May 2013
Job Associate at Oaktree Capital Management, L.P.
Industry Financial Services
Experience
Oaktree Capital Management, L.P. June 2015 - Present
Oaktree Capital Management May 2013 - June 2015
UBS August 2011 - May 2013
Cornell University August 2009 - May 2011
Cornell Chinese Music Ensemble February 2009 - May 2011
Skills
Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Project Server, MS Project, Business Analysis, Project Management, Process Improvement, Program Management, Visio, Access
Education
Cornell University 2007 — 2011
BA, Mathematics, Concentration Statistics, Minor Music
Oaktree Capital Management, L.P. June 2015 - Present
Oaktree Capital Management May 2013 - June 2015
UBS August 2011 - May 2013
Cornell University August 2009 - May 2011
Cornell Chinese Music Ensemble February 2009 - May 2011
Skills
Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Project Server, MS Project, Business Analysis, Project Management, Process Improvement, Program Management, Visio, Access
Education
Cornell University 2007 — 2011
BA, Mathematics, Concentration Statistics, Minor Music
Sophie Jacobson Sophie Jacobson's UBS Experience June 2012 - August 2012
Job
Industry Investment Banking
Experience
Drobny Capital February 2015 - May 2015
PNC June 2014 - August 2014
Colliers-International July 2013 - August 2013
Birdseye Renewable Energy May 2013 - June 2013
UBS June 2012 - August 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (B.S.) Business Administration - International Business
The Chinese University of Hong Kong
Copenhagen Business School
Joseph Wheeler High School 2007 — 2011
Drobny Capital February 2015 - May 2015
PNC June 2014 - August 2014
Colliers-International July 2013 - August 2013
Birdseye Renewable Energy May 2013 - June 2013
UBS June 2012 - August 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (B.S.) Business Administration - International Business
The Chinese University of Hong Kong
Copenhagen Business School
Joseph Wheeler High School 2007 — 2011
Mark Kim Mark Kim's UBS Experience September 2015 - Present
Job Equity Sales & Trading Intern at UBS
Industry Financial Services
Experience
UBS September 2015 - Present
Republic of Korea Air Force July 2013 - July 2015
Seoul Grand Park June 2012 - August 2012
Phi Sigma Kappa Fraternity January 2012 - April 2012
James A. Haley Veterans' Hospital June 2010 - August 2010
Education
Cornell University 2011 — 2018
Bachelor of Arts (B.A.), Economics
H.B. Plant High School
UBS September 2015 - Present
Republic of Korea Air Force July 2013 - July 2015
Seoul Grand Park June 2012 - August 2012
Phi Sigma Kappa Fraternity January 2012 - April 2012
James A. Haley Veterans' Hospital June 2010 - August 2010
Education
Cornell University 2011 — 2018
Bachelor of Arts (B.A.), Economics
H.B. Plant High School
Anna Wong Anna Wong's UBS Experience July 2013 - July 2013
Job Sales and Analytics Intern at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP June 2015 - August 2015
ICON Union Inc. January 2014 - May 2015
Morgan Stanley June 2014 - July 2014
China Everbright Bank July 2013 - August 2013
UBS July 2013 - July 2013
Galaxy Microsystems Limited July 2011 - August 2011
Skills
Public Speaking, Event Planning, Leadership, Marketing, Financial Analysis, Private Wealth..., Banking, Teamwork, Customer Relations
Education
Copenhagen Business School 2015 — 2015
Bachelor’s Degree, Business Administration and Management, General
University of Southern California 2012 — 2016
Bachelor of Science (BSc), Business Administration
University of California, Berkeley 2010 — 2010
CEG Summer Select Program
Diocesan Girls' School 2006 — 2012
Bloomberg LP June 2015 - August 2015
ICON Union Inc. January 2014 - May 2015
Morgan Stanley June 2014 - July 2014
China Everbright Bank July 2013 - August 2013
UBS July 2013 - July 2013
Galaxy Microsystems Limited July 2011 - August 2011
Skills
Public Speaking, Event Planning, Leadership, Marketing, Financial Analysis, Private Wealth..., Banking, Teamwork, Customer Relations
Education
Copenhagen Business School 2015 — 2015
Bachelor’s Degree, Business Administration and Management, General
University of Southern California 2012 — 2016
Bachelor of Science (BSc), Business Administration
University of California, Berkeley 2010 — 2010
CEG Summer Select Program
Diocesan Girls' School 2006 — 2012
David Bier David Bier's UBS Experience April 1996 - March 1997
Job Founder & CEO NiceSaveDave.com
Industry Internet
Experience
Self-employed August 2012 - Present
UBS April 1996 - March 1997
Credit Suisse March 1995 - April 1996
Kidder Peabody July 1994 - February 1995
Donaldson, Lufkin & Jenrette March 1988 - July 1994
Skills
For fun:, Wine expert, avid skier, Bareboat Sailing..., Pilot license, single..., Advanced Underwater..., Chef, Financial Markets, Real Estate Investor, Entrepreneurship, Trading, Finance
Education
Cornell University 1984 — 1987
Bachelor of Arts (BA), Economics
UC Davis 1999 — 2002
Master's degree candidate, Food Science and Technology/Enology
Drew University 1998 — 1998
prerequisite classes, Biochemistry
Seton Hall University 1997 — 1998
prerequisite classes, Chemistry
Self-employed August 2012 - Present
UBS April 1996 - March 1997
Credit Suisse March 1995 - April 1996
Kidder Peabody July 1994 - February 1995
Donaldson, Lufkin & Jenrette March 1988 - July 1994
Skills
For fun:, Wine expert, avid skier, Bareboat Sailing..., Pilot license, single..., Advanced Underwater..., Chef, Financial Markets, Real Estate Investor, Entrepreneurship, Trading, Finance
Education
Cornell University 1984 — 1987
Bachelor of Arts (BA), Economics
UC Davis 1999 — 2002
Master's degree candidate, Food Science and Technology/Enology
Drew University 1998 — 1998
prerequisite classes, Biochemistry
Seton Hall University 1997 — 1998
prerequisite classes, Chemistry
Tom Gwydir's UBS Experience February 2013 - January 2015
Job Managing Director, CTO and Head of Corporate Technology at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. February 2015 - Present
UBS February 2013 - January 2015
Asurion May 2005 - November 2012
Asurion August 2007 - October 2008
Asurion Insurance Services May 2005 - 2007
Wachovia August 2003 - May 2005
Merrill Lynch June 2002 - August 2003
Merrill Lynch June 2000 - June 2002
Merrill Lynch June 1999 - June 2001
Dun & Bradstreet Corp 1997 - 1999
Skills
Enterprise Architecture, Solution Architecture, SDLC, Vendor Management, IT Strategy, Business Analysis, Program Management, Disaster Recovery, Agile Methodologies, Integration, IT Management, SOA, Process Improvement, Software Project..., Data Center, Business Intelligence, Cloud Computing, Requirements Analysis, Software Development, Product Management, Leadership, Project Management, Enterprise Software, Start-ups, Project Portfolio..., Telecommunications, Strategy, ITIL, Business Development, Data Warehousing, Visio, Governance, Thought Leadership, Cross-functional Team..., PMO, PMP, SaaS, Agile Project Management, Management, Information Technology, Business Process, Outsourcing, Business Process...
Education
Columbia University in the City of New York 1982 — 1986
Bachelor of Science, Industrial Engineering
MSCI Inc. February 2015 - Present
UBS February 2013 - January 2015
Asurion May 2005 - November 2012
Asurion August 2007 - October 2008
Asurion Insurance Services May 2005 - 2007
Wachovia August 2003 - May 2005
Merrill Lynch June 2002 - August 2003
Merrill Lynch June 2000 - June 2002
Merrill Lynch June 1999 - June 2001
Dun & Bradstreet Corp 1997 - 1999
Skills
Enterprise Architecture, Solution Architecture, SDLC, Vendor Management, IT Strategy, Business Analysis, Program Management, Disaster Recovery, Agile Methodologies, Integration, IT Management, SOA, Process Improvement, Software Project..., Data Center, Business Intelligence, Cloud Computing, Requirements Analysis, Software Development, Product Management, Leadership, Project Management, Enterprise Software, Start-ups, Project Portfolio..., Telecommunications, Strategy, ITIL, Business Development, Data Warehousing, Visio, Governance, Thought Leadership, Cross-functional Team..., PMO, PMP, SaaS, Agile Project Management, Management, Information Technology, Business Process, Outsourcing, Business Process...
Education
Columbia University in the City of New York 1982 — 1986
Bachelor of Science, Industrial Engineering
Daniel Temel's UBS Experience June 2013 - August 2013
Job Financial Analyst, Commercial Real Estate at Wells Fargo
Industry Real Estate
Experience
Wells Fargo June 2014 - Present
UBS June 2013 - August 2013
Terra Capital Partners May 2012 - August 2012
New York University Wagner School May 2011 - August 2011
Skills
Research, Financial Modeling, Financial Analysis
Education
Cornell University 2010 — 2014
College of Arts and Sciences, Bachelor of Arts, History
Horace Mann School 1998 — 2010
Wells Fargo June 2014 - Present
UBS June 2013 - August 2013
Terra Capital Partners May 2012 - August 2012
New York University Wagner School May 2011 - August 2011
Skills
Research, Financial Modeling, Financial Analysis
Education
Cornell University 2010 — 2014
College of Arts and Sciences, Bachelor of Arts, History
Horace Mann School 1998 — 2010
Jeremy Rosenberg Jeremy Rosenberg's UBS Experience June 2014 - August 2014
Job Student at Cornell University
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Financial Management Group of Cornell January 2013 - Present
Rawlings Cornell Presidential Research Scholar September 2012 - Present
Morgan Stanley June 2015 - August 2015
Center for Jewish Living at Cornell, Inc. January 2013 - December 2014
UBS June 2014 - August 2014
The Candy and Cosmetic Depot June 2013 - August 2013
Skills
Analysis, Data Analysis, Research, Public Speaking, Microsoft Office, Editing, Portfolio Management, PowerPoint, Microsoft Excel, Microsoft Word, Spanish, Bloomberg Terminal, Fundamental Analysis, Technical Analysis, Value Investing, Treasury Management, Asset Management, Briefs, Case Studies, Presentations, Leadership, Management, Finance
Education
Cornell University 2012 — 2016
Bachelor of Science (BSc), Labor and Industrial Relations
North Shore Hebrew Academy High School 2007 — 2011
Morgan Stanley August 2015 - Present
Financial Management Group of Cornell January 2013 - Present
Rawlings Cornell Presidential Research Scholar September 2012 - Present
Morgan Stanley June 2015 - August 2015
Center for Jewish Living at Cornell, Inc. January 2013 - December 2014
UBS June 2014 - August 2014
The Candy and Cosmetic Depot June 2013 - August 2013
Skills
Analysis, Data Analysis, Research, Public Speaking, Microsoft Office, Editing, Portfolio Management, PowerPoint, Microsoft Excel, Microsoft Word, Spanish, Bloomberg Terminal, Fundamental Analysis, Technical Analysis, Value Investing, Treasury Management, Asset Management, Briefs, Case Studies, Presentations, Leadership, Management, Finance
Education
Cornell University 2012 — 2016
Bachelor of Science (BSc), Labor and Industrial Relations
North Shore Hebrew Academy High School 2007 — 2011
Bryson Cowan Bryson Cowan's UBS Experience February 2012 - May 2012
Job Engagement and Stewardship Manager at Beaver Country Day School, Inc.
Industry Nonprofit Organization Management
Experience
Beaver Country Day School, Inc. January 2015 - Present
Development Guild/DDI March 2014 - January 2015
Development Guild/DDI December 2013 - March 2014
Development Guild/DDI November 2012 - December 2013
Small Planet Institute June 2011 - November 2012
UBS February 2012 - May 2012
Connecticut College August 2011 - May 2012
The Office of Congressman Joe Courtney January 2011 - May 2011
American Forest & Paper Association June 2010 - August 2010
Skills
Research, Editing, Community Outreach, Social Media, Event Planning, Salesforce.com, Database Management, Executive Search, Fundraising, Public Relations, Nonprofits, Grant Writing
Education
Connecticut College 2008 — 2012
Bachelor of Arts (BA), Government, Economic & Environmental Analysis
The Danish Institute for Study Abroad 2010 — 2010
Beaver Country Day School, Inc. January 2015 - Present
Development Guild/DDI March 2014 - January 2015
Development Guild/DDI December 2013 - March 2014
Development Guild/DDI November 2012 - December 2013
Small Planet Institute June 2011 - November 2012
UBS February 2012 - May 2012
Connecticut College August 2011 - May 2012
The Office of Congressman Joe Courtney January 2011 - May 2011
American Forest & Paper Association June 2010 - August 2010
Skills
Research, Editing, Community Outreach, Social Media, Event Planning, Salesforce.com, Database Management, Executive Search, Fundraising, Public Relations, Nonprofits, Grant Writing
Education
Connecticut College 2008 — 2012
Bachelor of Arts (BA), Government, Economic & Environmental Analysis
The Danish Institute for Study Abroad 2010 — 2010
Rajeev Saxena Rajeev Saxena's UBS Experience 2006 - 2008
Job Managing Partner, Emerald City PCH
Industry Hospital & Health Care
Experience
Leprechaun Hotels, LLC July 2014 - Present
Emerald City Senior Living January 2008 - Present
Rajeev Saxena, Attorney at Law 2000 - Present
Oconee Fall Line Technical College 2008 - Present
UBS 2006 - 2008
Florida Office of the Attorney General 1999 - 2000
Skills
HIPAA, Veterans Benefits, Immigration Law, Transactional Law, Elder Law, Real Estate Law, Project Planning, Project Management, Property Management, Elder Care, Property Law, Public Speaking, Legal Writing, Process Improvement, Employment Law, Appeals, Leadership, Real Estate, Estate Planning, Management, Trusts, Legal Research, Mediation, Litigation, Courts, Commercial Litigation, Corporate Law, Licensing, Corporate Governance, Civil Litigation, Contract Negotiation, Dispute Resolution, Legal Assistance, Westlaw, Criminal Law, Litigation Support, Policy, Research, Due Diligence, Bankruptcy, Legal Advice, Real Estate Transactions, Wills, Insurance, Workers Compensation, Medical Malpractice, Trials, Personal Injury, Hearings, Long-term Care
Education
St. Thomas University School of Law 1995 — 1998
Juris Doctor (J.D.), Law
Columbus State University 1991 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
University of Georgia - Terry College of Business 1986 — 1991
Bachelor of Business Administration (BBA), Management
Leprechaun Hotels, LLC July 2014 - Present
Emerald City Senior Living January 2008 - Present
Rajeev Saxena, Attorney at Law 2000 - Present
Oconee Fall Line Technical College 2008 - Present
UBS 2006 - 2008
Florida Office of the Attorney General 1999 - 2000
Skills
HIPAA, Veterans Benefits, Immigration Law, Transactional Law, Elder Law, Real Estate Law, Project Planning, Project Management, Property Management, Elder Care, Property Law, Public Speaking, Legal Writing, Process Improvement, Employment Law, Appeals, Leadership, Real Estate, Estate Planning, Management, Trusts, Legal Research, Mediation, Litigation, Courts, Commercial Litigation, Corporate Law, Licensing, Corporate Governance, Civil Litigation, Contract Negotiation, Dispute Resolution, Legal Assistance, Westlaw, Criminal Law, Litigation Support, Policy, Research, Due Diligence, Bankruptcy, Legal Advice, Real Estate Transactions, Wills, Insurance, Workers Compensation, Medical Malpractice, Trials, Personal Injury, Hearings, Long-term Care
Education
St. Thomas University School of Law 1995 — 1998
Juris Doctor (J.D.), Law
Columbus State University 1991 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
University of Georgia - Terry College of Business 1986 — 1991
Bachelor of Business Administration (BBA), Management
Kanish Mehta Kanish Mehta's UBS Experience October 2011 - April 2012
Job Analyst at Magnetar Capital
Industry Investment Management
Experience
Magnetar Capital March 2015 - Present
Goldman Sachs July 2013 - February 2015
Goldman Sachs June 2012 - August 2012
UBS October 2011 - April 2012
Advanced Technology Laboratory September 2009 - June 2011
Triaz Digital June 2010 - August 2010
Space and Geophysics Laboratory June 2009 - August 2009
Skills
Bloomberg, Microsoft Excel, Financial Analysis, PowerPoint, Finance, Investments, Portfolio Management, Economics, Market Research, Financial Modeling, Valuation, Corporate Finance, Data Analysis, Investment Banking, Private Equity, Equities, Hedge Funds
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, Finance
Copenhagen Business School 2011 — 2011
International Summer University Program, Finance
Magnetar Capital March 2015 - Present
Goldman Sachs July 2013 - February 2015
Goldman Sachs June 2012 - August 2012
UBS October 2011 - April 2012
Advanced Technology Laboratory September 2009 - June 2011
Triaz Digital June 2010 - August 2010
Space and Geophysics Laboratory June 2009 - August 2009
Skills
Bloomberg, Microsoft Excel, Financial Analysis, PowerPoint, Finance, Investments, Portfolio Management, Economics, Market Research, Financial Modeling, Valuation, Corporate Finance, Data Analysis, Investment Banking, Private Equity, Equities, Hedge Funds
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, Finance
Copenhagen Business School 2011 — 2011
International Summer University Program, Finance
Elizabeth Mroz, MA, MBA, MPS Elizabeth Mroz, MA, MBA, MPS's UBS Experience February 2010 - May 2011
Job SharePoint Project Manager at AIG
Industry Financial Services
Experience
AIG May 2014 - March 2015
KPMG US September 2013 - December 2013
MasterCard April 2013 - July 2013
Brookfield Corporate Operations February 2012 - April 2012
Royal Bank of Scotland June 2011 - December 2011
UBS February 2010 - May 2011
UBS Investment Bank January 1999 - May 2009
UBS Investment Bank 2004 - 2006
UBS Investment Bank January 2001 - January 2004
UBS Investment Bank January 1999 - January 2001
Skills
Business Analysis, Change Management, Customer Relations, CRM, Customer Service, Project Management, Program Management, Leadership, Business Process, Management, SharePoint, Training, Outsourcing, Process Improvement, PMO, Sales, Strategy, Banking, Enterprise Software, Project Planning, Requirements Gathering, E-commerce, Vendor Management, Cultural Diversity, Diversity & Inclusion, Diversity Champion, Diversity & Inclusion..., Cultural Awareness, Women Leaders, Fixed Income, Recruiting, Risk Management, Team Building, SDLC, IT Strategy, Human Resources, Infrastructure, Business Process..., Financial Services, User Acceptance Testing, Project Portfolio..., Equities, Governance, Management Consulting
Education
Cornell University
M.P.S. - Master of Professional Studies, Human Service Studies
International School of Business - Warsaw University
M.B.A
Pedagogical (Teaching) University
M.A.Ed., English, Teaching
AIG May 2014 - March 2015
KPMG US September 2013 - December 2013
MasterCard April 2013 - July 2013
Brookfield Corporate Operations February 2012 - April 2012
Royal Bank of Scotland June 2011 - December 2011
UBS February 2010 - May 2011
UBS Investment Bank January 1999 - May 2009
UBS Investment Bank 2004 - 2006
UBS Investment Bank January 2001 - January 2004
UBS Investment Bank January 1999 - January 2001
Skills
Business Analysis, Change Management, Customer Relations, CRM, Customer Service, Project Management, Program Management, Leadership, Business Process, Management, SharePoint, Training, Outsourcing, Process Improvement, PMO, Sales, Strategy, Banking, Enterprise Software, Project Planning, Requirements Gathering, E-commerce, Vendor Management, Cultural Diversity, Diversity & Inclusion, Diversity Champion, Diversity & Inclusion..., Cultural Awareness, Women Leaders, Fixed Income, Recruiting, Risk Management, Team Building, SDLC, IT Strategy, Human Resources, Infrastructure, Business Process..., Financial Services, User Acceptance Testing, Project Portfolio..., Equities, Governance, Management Consulting
Education
Cornell University
M.P.S. - Master of Professional Studies, Human Service Studies
International School of Business - Warsaw University
M.B.A
Pedagogical (Teaching) University
M.A.Ed., English, Teaching
Ji Suh Ji Suh's UBS Experience June 2013 - August 2013
Job Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank March 2014 - Present
UBS June 2013 - August 2013
KPMG June 2012 - August 2012
Student Agencies, Inc. August 2011 - May 2012
Student Agencies, Inc. May 2011 - August 2011
Education
Cornell University 2010 — 2014
Bachelor of Arts (BA), Economics
UBS Investment Bank March 2014 - Present
UBS June 2013 - August 2013
KPMG June 2012 - August 2012
Student Agencies, Inc. August 2011 - May 2012
Student Agencies, Inc. May 2011 - August 2011
Education
Cornell University 2010 — 2014
Bachelor of Arts (BA), Economics
Kevin Song Kevin Song's UBS Experience June 2009 - August 2009
Job Investment Associate
Industry Investment Management
Experience
Family Investment Office (Redacted) August 2014 - Present
J.P. Morgan June 2012 - July 2014
J.P. Morgan June 2011 - August 2011
Kaufman Bros. June 2010 - August 2010
UBS June 2009 - August 2009
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Mergers, Market Research, Mergers & Acquisitions, Financial Analysis, Investment Banking, Financial Modeling, Finance, Investments, Corporate Finance, Bloomberg
Education
Cornell University 2008 — 2012
B.S., Applied Economics & Management; Dual Concentration in Finance and Entrepreneurship
Family Investment Office (Redacted) August 2014 - Present
J.P. Morgan June 2012 - July 2014
J.P. Morgan June 2011 - August 2011
Kaufman Bros. June 2010 - August 2010
UBS June 2009 - August 2009
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Mergers, Market Research, Mergers & Acquisitions, Financial Analysis, Investment Banking, Financial Modeling, Finance, Investments, Corporate Finance, Bloomberg
Education
Cornell University 2008 — 2012
B.S., Applied Economics & Management; Dual Concentration in Finance and Entrepreneurship
Mazy Dar's UBS Experience August 1997 - January 2000
Job CEO at OpenFin
Industry Financial Services
Experience
OpenFin August 2010 - Present
IntercontinentalExchange, Inc. September 2008 - March 2010
Creditex Group Inc. January 2000 - September 2008
UBS August 1997 - January 2000
Skills
Electronic Trading, Capital Markets, Fixed Income, Business Development, Derivatives, Trading Systems, Credit Derivatives, Financial Markets, Strategy, Trading, Financial Services
Education
Cornell University 1993 — 1997
BA, Computer Science and French Literature
Phillips Academy Andover 1989 — 1993
School Year Abroad 1991 — 1992
OpenFin August 2010 - Present
IntercontinentalExchange, Inc. September 2008 - March 2010
Creditex Group Inc. January 2000 - September 2008
UBS August 1997 - January 2000
Skills
Electronic Trading, Capital Markets, Fixed Income, Business Development, Derivatives, Trading Systems, Credit Derivatives, Financial Markets, Strategy, Trading, Financial Services
Education
Cornell University 1993 — 1997
BA, Computer Science and French Literature
Phillips Academy Andover 1989 — 1993
School Year Abroad 1991 — 1992
Kenneth Sang's UBS Experience June 2015 - August 2015
Job Wealth Management Summer Intern at UBS
Industry Financial Services
Experience
Bloomberg LP August 2015 - Present
Cornell University August 2014 - Present
UBS June 2015 - August 2015
Bank of America Merrill Lynch April 2015 - April 2015
UBS August 2014 - August 2014
J.P. Morgan August 2014 - August 2014
Millennium Power LLC June 2014 - August 2014
Power REIT June 2014 - August 2014
Investment Banking Institute June 2014 - June 2014
Bank of America Merrill Lynch April 2014 - April 2014
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Research, Team Leadership, PowerPoint, Microsoft Office, Leadership, Market Research, Strategy, Management
Education
Cornell University 2013 — 2017
Bachelor's degree, Applied Economics and Management
Syosset High School 2009 — 2013
Bloomberg LP August 2015 - Present
Cornell University August 2014 - Present
UBS June 2015 - August 2015
Bank of America Merrill Lynch April 2015 - April 2015
UBS August 2014 - August 2014
J.P. Morgan August 2014 - August 2014
Millennium Power LLC June 2014 - August 2014
Power REIT June 2014 - August 2014
Investment Banking Institute June 2014 - June 2014
Bank of America Merrill Lynch April 2014 - April 2014
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Research, Team Leadership, PowerPoint, Microsoft Office, Leadership, Market Research, Strategy, Management
Education
Cornell University 2013 — 2017
Bachelor's degree, Applied Economics and Management
Syosset High School 2009 — 2013
Evan Cohen's UBS Experience July 1997 - July 1999
Job Principal at The Brattle Group
Industry Financial Services
Experience
The Brattle Group January 2013 - Present
The Brattle Group September 2008 - December 2012
Cambridge Finance Partners August 2002 - September 2008
NextCourier Networks, Inc. May 2001 - May 2002
UBS July 1997 - July 1999
Dillon Read 1997 - 1999
Skills
Valuation, Financial Modeling, Economics, Financial Analysis, Finance, Strategy, Structured Finance, Mergers, Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA, Financial Engineering
Cornell University 1992 — 1996
BA, Economics, magna cum laude
The Brattle Group January 2013 - Present
The Brattle Group September 2008 - December 2012
Cambridge Finance Partners August 2002 - September 2008
NextCourier Networks, Inc. May 2001 - May 2002
UBS July 1997 - July 1999
Dillon Read 1997 - 1999
Skills
Valuation, Financial Modeling, Economics, Financial Analysis, Finance, Strategy, Structured Finance, Mergers, Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA, Financial Engineering
Cornell University 1992 — 1996
BA, Economics, magna cum laude
Oliver Marvin Oliver Marvin's UBS Experience June 2013 - August 2013
Job Investment Banking Analyst at UBS
Industry Investment Banking
Experience
UBS June 2013 - August 2013
Kroll Bond Rating Agency, Inc. June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Industrial and Labor Relations, Business
Horace Mann School 2006 — 2010
UBS June 2013 - August 2013
Kroll Bond Rating Agency, Inc. June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Industrial and Labor Relations, Business
Horace Mann School 2006 — 2010
Christina DePalma Christina DePalma's UBS Experience June 2013 - April 2014
Job Financial Services Professional
Industry Banking
Experience
Wedbush Securities July 2014 - June 2015
UBS June 2013 - April 2014
Stifel Financial Corp. October 2011 - March 2013
Arcadian Health Plan August 2010 - October 2011
Cornell University November 2009 - May 2010
Cornell University Hans Bethe House Council August 2008 - May 2010
Cornell University New Student Programs August 2008 - August 2009
Ace Landscaping Corporation May 2005 - August 2009
Capstone Business Credit, LLC May 2009 - July 2009
Marketing Plan Development and Team Building January 2008 - December 2008
Skills
Marketing, Leadership, Social Media, Management, Research, PowerPoint, Advertising, Microsoft Word, Microsoft Office, Customer Service, Fundraising, Nonprofits, Social Networking, Project Planning, Data Analysis, Event Planning, Training, Social Media Marketing, Business Strategy, Market Research, Marketing Communications
Education
Cornell University 2007 — 2010
Bachelor's Degree, Applied Economics and Management
Wedbush Securities July 2014 - June 2015
UBS June 2013 - April 2014
Stifel Financial Corp. October 2011 - March 2013
Arcadian Health Plan August 2010 - October 2011
Cornell University November 2009 - May 2010
Cornell University Hans Bethe House Council August 2008 - May 2010
Cornell University New Student Programs August 2008 - August 2009
Ace Landscaping Corporation May 2005 - August 2009
Capstone Business Credit, LLC May 2009 - July 2009
Marketing Plan Development and Team Building January 2008 - December 2008
Skills
Marketing, Leadership, Social Media, Management, Research, PowerPoint, Advertising, Microsoft Word, Microsoft Office, Customer Service, Fundraising, Nonprofits, Social Networking, Project Planning, Data Analysis, Event Planning, Training, Social Media Marketing, Business Strategy, Market Research, Marketing Communications
Education
Cornell University 2007 — 2010
Bachelor's Degree, Applied Economics and Management
Frank Fort Frank Fort's UBS Experience July 2007 - March 2010
Job Software Engineer at Google
Industry Financial Services
Experience
Google March 2015 - Present
Galatea Associates December 2010 - February 2015
UBS July 2007 - March 2010
Skills
Java, SQL, Unix, Business Analysis, Perl, XML, Visio, Software Development, Java Enterprise Edition, Microsoft Office, HTML, JavaScript, Web Services, Microsoft Excel, Linux, Programming, Consulting, ETL
Education
Cornell University 2003 — 2007
BS, ECE
Niskayuna High School 1999 — 2003
Google March 2015 - Present
Galatea Associates December 2010 - February 2015
UBS July 2007 - March 2010
Skills
Java, SQL, Unix, Business Analysis, Perl, XML, Visio, Software Development, Java Enterprise Edition, Microsoft Office, HTML, JavaScript, Web Services, Microsoft Excel, Linux, Programming, Consulting, ETL
Education
Cornell University 2003 — 2007
BS, ECE
Niskayuna High School 1999 — 2003
Danielle Kronenfeld Danielle Kronenfeld's UBS Experience May 2013 - May 2013
Job Human Resources Analyst at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Lacoste May 2013 - August 2013
UBS May 2013 - May 2013
Lacoste June 2012 - January 2013
DiGa Vision (Film, TV, and Digital Content Studio/Production Company) July 2011 - August 2011
Chambers of U.S. District Judge Alvin K. Hellerstein June 2010 - August 2010
Ocean Beach Youth Group June 2006 - August 2009
Skills
Human Resources, PowerPoint, Microsoft Excel, Microsoft Word, Management, Editing, Fundraising, Sales, Data Analysis, Research, Retail, Photography, Facebook, Social Media, Public Speaking, Microsoft Office
Education
Cornell University 2012 — 2015
Bachelor of Science (B.S.), Industrial and Labor Relations
The George Washington University 2011 — 2012
Arts and Sciences
The Spence School 2003 — 2011
High School Diploma
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Lacoste May 2013 - August 2013
UBS May 2013 - May 2013
Lacoste June 2012 - January 2013
DiGa Vision (Film, TV, and Digital Content Studio/Production Company) July 2011 - August 2011
Chambers of U.S. District Judge Alvin K. Hellerstein June 2010 - August 2010
Ocean Beach Youth Group June 2006 - August 2009
Skills
Human Resources, PowerPoint, Microsoft Excel, Microsoft Word, Management, Editing, Fundraising, Sales, Data Analysis, Research, Retail, Photography, Facebook, Social Media, Public Speaking, Microsoft Office
Education
Cornell University 2012 — 2015
Bachelor of Science (B.S.), Industrial and Labor Relations
The George Washington University 2011 — 2012
Arts and Sciences
The Spence School 2003 — 2011
High School Diploma
Chris Lamont Chris Lamont's UBS Experience 2011 - 2013
Job Solutions Engineer at Cambridge Semantics
Industry Computer Software
Experience
Cambridge Semantics November 2014 - Present
Booker Software January 2014 - November 2014
Booker Software July 2013 - January 2014
UBS 2011 - 2013
BuyerZone.com June 2010 - August 2010
Highfields Capital June 2008 - August 2008
Skills
Software Engineering
Education
Cornell University 2007 — 2011
Bachelor of Science (BS), Computer Science
Cambridge Semantics November 2014 - Present
Booker Software January 2014 - November 2014
Booker Software July 2013 - January 2014
UBS 2011 - 2013
BuyerZone.com June 2010 - August 2010
Highfields Capital June 2008 - August 2008
Skills
Software Engineering
Education
Cornell University 2007 — 2011
Bachelor of Science (BS), Computer Science
Alan Araujo Alan Araujo's UBS Experience October 1997 - May 1999
Job
Industry Research
Experience
American Express August 2015 - Present
AA Consulting September 2013 - August 2015
PRIME Research February 2014 - January 2015
The OutCast Agency January 2013 - September 2013
MWW February 2012 - December 2012
Porter Novelli March 2000 - February 2012
Winmill Software July 1999 - March 2000
UBS October 1997 - May 1999
Air Products and Chemicals June 1996 - August 1997
Skills
Analytics, Marketing Analytics, Social Media Measurement, Technology Integration, Social Media Analytics, Data Management, Process Improvement, SQL, Web Analytics, Quantitative Analytics, Social Media, Digital Marketing, Integrated Marketing, Social Media Marketing, Mentoring, Client Services, Corporate Communications, Email Marketing, Digital Strategy, Marketing, Digital Production, SEO, Public Relations, Internal Communications, Digital Media, Online Advertising, Content Strategy, Emerging Technologies, CRM, Online Marketing, Consulting, Strategy, SEM, Data Structures, Data Mining, Customer Insight, R, Java, JavaScript, C#, CSS, HTML5
Education
Cornell University 1992 — 1996
B.S.
Escola Americana do RJ 1979 — 1992
High School
American Express August 2015 - Present
AA Consulting September 2013 - August 2015
PRIME Research February 2014 - January 2015
The OutCast Agency January 2013 - September 2013
MWW February 2012 - December 2012
Porter Novelli March 2000 - February 2012
Winmill Software July 1999 - March 2000
UBS October 1997 - May 1999
Air Products and Chemicals June 1996 - August 1997
Skills
Analytics, Marketing Analytics, Social Media Measurement, Technology Integration, Social Media Analytics, Data Management, Process Improvement, SQL, Web Analytics, Quantitative Analytics, Social Media, Digital Marketing, Integrated Marketing, Social Media Marketing, Mentoring, Client Services, Corporate Communications, Email Marketing, Digital Strategy, Marketing, Digital Production, SEO, Public Relations, Internal Communications, Digital Media, Online Advertising, Content Strategy, Emerging Technologies, CRM, Online Marketing, Consulting, Strategy, SEM, Data Structures, Data Mining, Customer Insight, R, Java, JavaScript, C#, CSS, HTML5
Education
Cornell University 1992 — 1996
B.S.
Escola Americana do RJ 1979 — 1992
High School
Lillian Polatchek Lillian Polatchek's UBS Experience 2012 - Present
Job Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS 2012 - Present
Connecticut College Office of Residential Education and Living October 2010 - May 2012
El Consejo Superior de Deportes de España June 2011 - August 2011
Skills
Languages, Political Science, European politics, Spanish, Spanish Politics, Latin American Studies, International Relations, Research, Stata, Politics
Education
Connecticut College 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government & Hispanic Studies
Marymount 1996 — 2008
UBS 2012 - Present
Connecticut College Office of Residential Education and Living October 2010 - May 2012
El Consejo Superior de Deportes de España June 2011 - August 2011
Skills
Languages, Political Science, European politics, Spanish, Spanish Politics, Latin American Studies, International Relations, Research, Stata, Politics
Education
Connecticut College 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government & Hispanic Studies
Marymount 1996 — 2008
Edward Park, CFA's UBS Experience February 2002 - June 2004
Job
Industry Financial Services
Experience
Puget Sound Energy 2015 - Present
Samsung July 2010 - August 2014
Harris myCFO December 2008 - May 2010
U.S. Trust August 2005 - December 2008
Brownson, Rehmus & Foxworth June 2004 - August 2005
UBS February 2002 - June 2004
JP Morgan March 2000 - December 2001
Skills
Investment Advisory, Portfolio Management, Wealth Management, Retirement Planning, Financial Modeling, Tax Advisory, Financial Education, Writing, Tax-advantaged..., Alternative Investments, Analysis, Asset Management, Equities, Financial Advisory, Estate Planning, Hedge Funds, Financial Services, Insurance, Investment Strategies, Investments, Private Equity, Retirement, Risk Management, Tax, Valuation, Wealth Management..., Due Diligence, Strategic Financial..., Investment Management, Asset Allocation, Corporate Finance, Capital Markets, Financial Planning
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Business Administration
Tunghai University 1998 — 1998
Summer Program
Connecticut College 1995 — 1998
B.A., Int'l Relations, Chinese Lang & Literature
Hong Kong Int'l School 1991 — 1995
Diploma
UCLA Extension
Taxation and Accounting
Puget Sound Energy 2015 - Present
Samsung July 2010 - August 2014
Harris myCFO December 2008 - May 2010
U.S. Trust August 2005 - December 2008
Brownson, Rehmus & Foxworth June 2004 - August 2005
UBS February 2002 - June 2004
JP Morgan March 2000 - December 2001
Skills
Investment Advisory, Portfolio Management, Wealth Management, Retirement Planning, Financial Modeling, Tax Advisory, Financial Education, Writing, Tax-advantaged..., Alternative Investments, Analysis, Asset Management, Equities, Financial Advisory, Estate Planning, Hedge Funds, Financial Services, Insurance, Investment Strategies, Investments, Private Equity, Retirement, Risk Management, Tax, Valuation, Wealth Management..., Due Diligence, Strategic Financial..., Investment Management, Asset Allocation, Corporate Finance, Capital Markets, Financial Planning
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Business Administration
Tunghai University 1998 — 1998
Summer Program
Connecticut College 1995 — 1998
B.A., Int'l Relations, Chinese Lang & Literature
Hong Kong Int'l School 1991 — 1995
Diploma
UCLA Extension
Taxation and Accounting
Alexander Gorenstein's UBS Experience June 2009 - August 2009
Job Graduate Electrical Engineer at Arup
Industry Mechanical or Industrial Engineering
Experience
Arup February 2013 - Present
Skae Power Solutions November 2012 - February 2013
Naval Research Laboratory July 2011 - August 2012
Cornell University Laboratory of Plasma Studies October 2009 - May 2011
Barclays Capital June 2010 - August 2010
UBS June 2009 - August 2009
Zeta Psi Fraternity of North America, Inc. June 2008 - August 2008
IODP June 2005 - August 2007
Skills
Research, Matlab, Labview, Java, Verilog, C++, Circuit Design, Financial Analysis, Accounting, Design of Experiments, Plasma Physics, Laser Physics, Public Speaking, Analog Circuit Design, Python, Experimentation, Mathematica, Simulations, Physics, Signal Processing, C, Electrical Engineering, AutoCAD, Revit, Power*Tools for Windows, Amtech ProDesign, Amtech PowerNet HV, Simulink, RF design, Photolithography, R, Design Research, LaTeX
Education
Cornell University 2011 — 2012
M.Eng, Electrical and Computer Engineering, 3.3
Cornell University 2007 — 2011
B.S., Electrical & Computer Engineering
Arup February 2013 - Present
Skae Power Solutions November 2012 - February 2013
Naval Research Laboratory July 2011 - August 2012
Cornell University Laboratory of Plasma Studies October 2009 - May 2011
Barclays Capital June 2010 - August 2010
UBS June 2009 - August 2009
Zeta Psi Fraternity of North America, Inc. June 2008 - August 2008
IODP June 2005 - August 2007
Skills
Research, Matlab, Labview, Java, Verilog, C++, Circuit Design, Financial Analysis, Accounting, Design of Experiments, Plasma Physics, Laser Physics, Public Speaking, Analog Circuit Design, Python, Experimentation, Mathematica, Simulations, Physics, Signal Processing, C, Electrical Engineering, AutoCAD, Revit, Power*Tools for Windows, Amtech ProDesign, Amtech PowerNet HV, Simulink, RF design, Photolithography, R, Design Research, LaTeX
Education
Cornell University 2011 — 2012
M.Eng, Electrical and Computer Engineering, 3.3
Cornell University 2007 — 2011
B.S., Electrical & Computer Engineering
John McCarthy John McCarthy's UBS Experience 2006 - 2006
Job Real Estate Asset Strategies at Norges Bank Investment Management
Industry Real Estate
Experience
Norges Bank Investment Management March 2013 - Present
Clarion Partners LLC July 2010 - February 2013
The Weitzman Group, Inc. June 2008 - July 2010
UBS 2006 - 2006
The Ritz Carlton Hotel Company 2005 - 2005
Education
Cornell University 2004 — 2008
BS, Hotel Administration, Real Estate, Finance
Norges Bank Investment Management March 2013 - Present
Clarion Partners LLC July 2010 - February 2013
The Weitzman Group, Inc. June 2008 - July 2010
UBS 2006 - 2006
The Ritz Carlton Hotel Company 2005 - 2005
Education
Cornell University 2004 — 2008
BS, Hotel Administration, Real Estate, Finance
Mari Abe's UBS Experience June 2003 - August 2004
Job Director at Peppercomm
Industry Public Relations and Communications
Experience
Peppercomm October 2014 - Present
Peppercomm May 2012 - September 2014
Peppercomm February 2010 - April 2012
Peppercomm September 2007 - February 2010
Dentsu Communications November 2004 - November 2006
UBS June 2003 - August 2004
Skills
Public Relations, Strategic Communications, Digital Marketing, Social Media, Event Planning, Strategic Planning, Positioning, Executive Media Training, Japanese, Conversational French, Integrated Marketing, Crisis Communications, Strategic Brand...
Education
Cornell University 1999 — 2003
B.A., Economics & International Relations
Peppercomm October 2014 - Present
Peppercomm May 2012 - September 2014
Peppercomm February 2010 - April 2012
Peppercomm September 2007 - February 2010
Dentsu Communications November 2004 - November 2006
UBS June 2003 - August 2004
Skills
Public Relations, Strategic Communications, Digital Marketing, Social Media, Event Planning, Strategic Planning, Positioning, Executive Media Training, Japanese, Conversational French, Integrated Marketing, Crisis Communications, Strategic Brand...
Education
Cornell University 1999 — 2003
B.A., Economics & International Relations
James Costaras James Costaras's UBS Experience October 2014 - Present
Job Investment Banking Analyst at UBS
Industry Hospital & Health Care
Experience
UBS October 2014 - Present
Citi June 2013 - October 2014
Cantor Fitzgerald 2012 - 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Research, Financial Modeling, Valuation, Statistics, Business Strategy, Finance, Equities, Analysis
Education
Cornell University 2011 — 2013
Master's degree, Health Administration
Cornell University 2007 — 2011
Bachelor's degree, Biology and Society
UBS October 2014 - Present
Citi June 2013 - October 2014
Cantor Fitzgerald 2012 - 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Research, Financial Modeling, Valuation, Statistics, Business Strategy, Finance, Equities, Analysis
Education
Cornell University 2011 — 2013
Master's degree, Health Administration
Cornell University 2007 — 2011
Bachelor's degree, Biology and Society
Greg Malamut's UBS Experience August 2012 - Present
Job Analyst Graduate Training Program at UBS
Industry Financial Services
Experience
UBS August 2012 - Present
UBS May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Education
Cornell University 2008 — 2012
BS, Hotel Management
Semester At Sea
UBS August 2012 - Present
UBS May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Education
Cornell University 2008 — 2012
BS, Hotel Management
Semester At Sea
Vinh Pham's UBS Experience May 2015 - Present
Job Product Specialist at UBS
Industry Financial Services
Experience
UBS May 2015 - Present
UBS October 2013 - May 2015
The Conference Board June 2013 - August 2013
UBS October 2012 - May 2013
Connecticut College September 2010 - May 2013
Connecticut College September 2009 - May 2013
Connecticut College January 2011 - December 2012
IDC May 2012 - August 2012
Connecticut College May 2011 - August 2011
Office of the Controller, Connecticut College May 2011 - August 2011
Skills
Economics, Stata, Research, Econometrics, Microsoft Excel, Data Analysis, Backtesting, Chinese, German, Statistics, PowerPoint, Microsoft Word, Analysis, Leadership, Market Research
Education
Connecticut College 2009 — 2013
BA, Economics
IES Abroad 2011 — 2011
European Union Studies
UBS May 2015 - Present
UBS October 2013 - May 2015
The Conference Board June 2013 - August 2013
UBS October 2012 - May 2013
Connecticut College September 2010 - May 2013
Connecticut College September 2009 - May 2013
Connecticut College January 2011 - December 2012
IDC May 2012 - August 2012
Connecticut College May 2011 - August 2011
Office of the Controller, Connecticut College May 2011 - August 2011
Skills
Economics, Stata, Research, Econometrics, Microsoft Excel, Data Analysis, Backtesting, Chinese, German, Statistics, PowerPoint, Microsoft Word, Analysis, Leadership, Market Research
Education
Connecticut College 2009 — 2013
BA, Economics
IES Abroad 2011 — 2011
European Union Studies
Amanda Cramer Amanda Cramer's UBS Experience June 2014 - August 2014
Job Student at Cornell University
Industry Financial Services
Experience
UBS June 2014 - August 2014
Giorgio Armani June 2013 - August 2013
West Hills Day Camp June 2012 - August 2012
Park Shore Country Day Camp & Pre-School June 2009 - August 2011
Stony Brook University Medical Center October 2010 - May 2011
Skills
Microsoft Office, Communication, Spanish, Applicant Tracking...
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Labor and Industrial Relations
Commack High School 2007 — 2011
UBS June 2014 - August 2014
Giorgio Armani June 2013 - August 2013
West Hills Day Camp June 2012 - August 2012
Park Shore Country Day Camp & Pre-School June 2009 - August 2011
Stony Brook University Medical Center October 2010 - May 2011
Skills
Microsoft Office, Communication, Spanish, Applicant Tracking...
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Labor and Industrial Relations
Commack High School 2007 — 2011
Michiko Kurahashi's UBS Experience September 2010 - August 2011
Job Chief Marketing Officer
Industry Financial Services
Experience
CIT Bank October 2012 - Present
CIT Bank April 2012 - October 2012
reputations@work LLC September 2011 - September 2012
UBS September 2010 - August 2011
HSBC Private Bank January 2003 - September 2010
HSBC Private Bank January 2000 - January 2003
Republic National Bank January 1994 - December 1999
Citibank Private Bank June 1991 - January 1994
Citigroup October 1989 - May 1991
Skills
CEOs, Investor Relations, Investments, Emerging Markets, Internal Communications, Financial Services, Digital Marketing, Asset Managment, Reputation Management, Private Banking, Asset Management, Leadership, Banking, CRM, Relationship Management, Wealth Management, Alternative Investments, Management, Hedge Funds, Due Diligence, Portfolio Management, Strategy, Management Consulting, Executive Management, Securities, Program Management, Investment Banking, Marketing
Education
Cornell University
PhD, Sociology, Event History Analysis, Quantitative Survey Research
Cornell University
MA, Sociology, Social Stratification Theory
University of Michigan
BA, Sociology
CIT Bank October 2012 - Present
CIT Bank April 2012 - October 2012
reputations@work LLC September 2011 - September 2012
UBS September 2010 - August 2011
HSBC Private Bank January 2003 - September 2010
HSBC Private Bank January 2000 - January 2003
Republic National Bank January 1994 - December 1999
Citibank Private Bank June 1991 - January 1994
Citigroup October 1989 - May 1991
Skills
CEOs, Investor Relations, Investments, Emerging Markets, Internal Communications, Financial Services, Digital Marketing, Asset Managment, Reputation Management, Private Banking, Asset Management, Leadership, Banking, CRM, Relationship Management, Wealth Management, Alternative Investments, Management, Hedge Funds, Due Diligence, Portfolio Management, Strategy, Management Consulting, Executive Management, Securities, Program Management, Investment Banking, Marketing
Education
Cornell University
PhD, Sociology, Event History Analysis, Quantitative Survey Research
Cornell University
MA, Sociology, Social Stratification Theory
University of Michigan
BA, Sociology
Susan Farris, CFA Susan Farris, CFA's UBS Experience August 1995 - October 1998
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust June 2014 - Present
Windhaven Investment Management November 2010 - June 2014
Windward Investment Management September 2007 - November 2010
Goldman Sachs December 2004 - September 2007
Goldman Sachs October 1998 - December 2004
UBS August 1995 - October 1998
Cahners Publishing June 1991 - August 1993
Cargill 1989 - 1990
Skills
Hedge Funds, Equities, Fixed Income, Investments, Asset Allocation, Investment Strategies, Investment Management, Wealth Management, Trading Systems, Investment Advisory, Structured Products, Derivatives, Financial Markets, ETFs, Equity Derivatives, Mutual Funds, Equity Trading, Fund Of Funds, Investor Relations, Venture Capital, Wealth Management..., Series 63, High Net Worth..., Trading, Bonds, Private Banking, Structured Finance, Strategy, Global Macro, Family Office, Retirement Planning
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Finance
Cornell University 1984 — 1988
BA, Economics, magna cum laude
Lexington high school
Atlantic Trust June 2014 - Present
Windhaven Investment Management November 2010 - June 2014
Windward Investment Management September 2007 - November 2010
Goldman Sachs December 2004 - September 2007
Goldman Sachs October 1998 - December 2004
UBS August 1995 - October 1998
Cahners Publishing June 1991 - August 1993
Cargill 1989 - 1990
Skills
Hedge Funds, Equities, Fixed Income, Investments, Asset Allocation, Investment Strategies, Investment Management, Wealth Management, Trading Systems, Investment Advisory, Structured Products, Derivatives, Financial Markets, ETFs, Equity Derivatives, Mutual Funds, Equity Trading, Fund Of Funds, Investor Relations, Venture Capital, Wealth Management..., Series 63, High Net Worth..., Trading, Bonds, Private Banking, Structured Finance, Strategy, Global Macro, Family Office, Retirement Planning
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Finance
Cornell University 1984 — 1988
BA, Economics, magna cum laude
Lexington high school
Deena Baker-Nel's UBS Experience February 2000 - July 2000
Job Vice President, Human Resources, Avery Dennison Retail Branding and Information Solutions Division
Industry Human Resources
Experience
Avery Dennison Corporation July 2006 - Present
Deloitte September 2001 - July 2006
LRN August 2000 - September 2001
UBS February 2000 - July 2000
Linklaters May 1995 - December 1999
Georgetown University Law Center May 1994 - April 1995
West Virginia University August 1993 - May 1994
Ohio University September 1988 - July 1992
Skills
Talent Acquisition, Strategic HR, Global Mobility, Onboarding, College Recruiting, Employee Recognition, HR Business Partner, Human Resources, Performance Management
Education
Cornell University 2010 — 2010
Certificate, Strategic HR Management, eCornell
West Virginia University 1992 — 1994
MASTER OF ARTS, COUNSELING
Ohio University 1988 — 1992
BA, Psychology
Avery Dennison Corporation July 2006 - Present
Deloitte September 2001 - July 2006
LRN August 2000 - September 2001
UBS February 2000 - July 2000
Linklaters May 1995 - December 1999
Georgetown University Law Center May 1994 - April 1995
West Virginia University August 1993 - May 1994
Ohio University September 1988 - July 1992
Skills
Talent Acquisition, Strategic HR, Global Mobility, Onboarding, College Recruiting, Employee Recognition, HR Business Partner, Human Resources, Performance Management
Education
Cornell University 2010 — 2010
Certificate, Strategic HR Management, eCornell
West Virginia University 1992 — 1994
MASTER OF ARTS, COUNSELING
Ohio University 1988 — 1992
BA, Psychology
Shaugn Davenport Shaugn Davenport's UBS Experience June 2001 - January 2003
Job Established Business and Technology Consultant with IT Governance Experience
Industry Information Technology and Services
Experience
Geneva Solutions December 2002 - Present
C & H Audio Visual July 2013 - July 2015
Sapient Global Markets June 2010 - April 2013
Capco March 2009 - June 2010
HBMJ Consulting, LLC. August 2006 - February 2009
MBO Partners August 2003 - May 2007
UBS June 2001 - January 2003
LightFlow, Inc. January 2000 - June 2001
Getty Images July 1998 - January 2000
Lante Corporation 1996 - June 1998
Skills
Integration, Strategy, Trading Systems, Risk Management, Hedge Funds, Capital Markets, Business Analysis, Derivatives, Portfolio Management, CRM, Management, Start-ups, Data Warehousing, Requirements Analysis, Project Management, Disaster Recovery, Competitive Analysis, Leadership, Vendor Management, Enterprise Architecture, Fixed Income, Market Data, IT Management, Electronic Trading, Equities, IT Strategy, Requirements Gathering, Trading, Investment Banking, Data Modeling, Systems Integration, Financial Services, Back Office, Prime Brokerage, Change Management, Technology Change..., Executive Management, Performance Tuning, Strategic Planning, Portfolio Accounting..., Business Process, Training, Information Technology, Solution Selling, IT Operations Management, IT Enabled Business..., Risk Assesment, Business Intelligence, Cloud Computing, Listening
Education
Harvard Business School Executive Education 2015 — 2017
Management and Geopolitics
Georgetown University 2013 — 2016
International/Global Studies
Cornell University 2015 — 2015
Social Markets
Massachusetts Institute of Technology 2015 — 2015
Electrical, Electronics and Communications Engineering
University of California, Berkeley 2014 — 2014
General Studies
University of North Carolina at Charlotte 1990 — 1994
Bachelor of Arts, Computer Science and Business Administration Minoring in Political Science, Constitutional Law, Dean's List
East Mecklenburg H.S. 1988 — 1990
Diploma, General Education, 3.59
Sanderson H.S. 1986 — 1987
Diploma, General Education
Geneva Solutions December 2002 - Present
C & H Audio Visual July 2013 - July 2015
Sapient Global Markets June 2010 - April 2013
Capco March 2009 - June 2010
HBMJ Consulting, LLC. August 2006 - February 2009
MBO Partners August 2003 - May 2007
UBS June 2001 - January 2003
LightFlow, Inc. January 2000 - June 2001
Getty Images July 1998 - January 2000
Lante Corporation 1996 - June 1998
Skills
Integration, Strategy, Trading Systems, Risk Management, Hedge Funds, Capital Markets, Business Analysis, Derivatives, Portfolio Management, CRM, Management, Start-ups, Data Warehousing, Requirements Analysis, Project Management, Disaster Recovery, Competitive Analysis, Leadership, Vendor Management, Enterprise Architecture, Fixed Income, Market Data, IT Management, Electronic Trading, Equities, IT Strategy, Requirements Gathering, Trading, Investment Banking, Data Modeling, Systems Integration, Financial Services, Back Office, Prime Brokerage, Change Management, Technology Change..., Executive Management, Performance Tuning, Strategic Planning, Portfolio Accounting..., Business Process, Training, Information Technology, Solution Selling, IT Operations Management, IT Enabled Business..., Risk Assesment, Business Intelligence, Cloud Computing, Listening
Education
Harvard Business School Executive Education 2015 — 2017
Management and Geopolitics
Georgetown University 2013 — 2016
International/Global Studies
Cornell University 2015 — 2015
Social Markets
Massachusetts Institute of Technology 2015 — 2015
Electrical, Electronics and Communications Engineering
University of California, Berkeley 2014 — 2014
General Studies
University of North Carolina at Charlotte 1990 — 1994
Bachelor of Arts, Computer Science and Business Administration Minoring in Political Science, Constitutional Law, Dean's List
East Mecklenburg H.S. 1988 — 1990
Diploma, General Education, 3.59
Sanderson H.S. 1986 — 1987
Diploma, General Education
Weihua (Vera) Fu Weihua (Vera) Fu's UBS Experience September 2012 - November 2012
Job MPA Student at Cornell Institute for Public Affairs
Industry Financial Services
Experience
Dialogistica May 2014 - August 2014
UBS September 2012 - November 2012
Roulston Research June 2012 - August 2012
Construction Bank of China June 2011 - August 2011
Skills
Python, Minitab, Eviews, Microsoft Excel, Access, PowerPoint, Microsoft Word, Financial Analysis, Data Analysis, Research, Social Media, Economics, Teamwork, Leadership, Microsoft PowerPoint, Public Speaking, Analysis, English, Statistics, Strategic Planning, Finance
Education
Cornell University 2013 — 2015
Master of Public Administration (MPA), Economic and Financial Policy
The Ohio State University - The Max M. Fisher College of Business 2011 — 2013
Bachelor of Science in Business Administration, Finance and Economics
Dialogistica May 2014 - August 2014
UBS September 2012 - November 2012
Roulston Research June 2012 - August 2012
Construction Bank of China June 2011 - August 2011
Skills
Python, Minitab, Eviews, Microsoft Excel, Access, PowerPoint, Microsoft Word, Financial Analysis, Data Analysis, Research, Social Media, Economics, Teamwork, Leadership, Microsoft PowerPoint, Public Speaking, Analysis, English, Statistics, Strategic Planning, Finance
Education
Cornell University 2013 — 2015
Master of Public Administration (MPA), Economic and Financial Policy
The Ohio State University - The Max M. Fisher College of Business 2011 — 2013
Bachelor of Science in Business Administration, Finance and Economics
Shannon Scott's UBS Experience May 2013 - August 2013
Job Consultant at Hitachi Consulting
Industry Management Consulting
Experience
Hitachi Consulting August 2014 - Present
amstream.net September 2013 - December 2013
UBS May 2013 - August 2013
Kale Uganda August 2012 - April 2013
Oregon Bankers Association May 2011 - October 2012
Tully's Coffee May 2011 - August 2011
Transportation Choices Coalition May 2010 - August 2010
Windermere Real Estate August 2007 - August 2009
Skills
Event Planning, Social Media, Research, Non-profits, PowerPoint, Customer Service, Facebook, Microsoft Office, Time Management, Microsoft Excel, Microsoft Word, Teamwork, Team Leadership, Nonprofits, Strategic Planning, Strategy, Social Media Marketing, Data Analysis, Social Networking, Leadership
Education
Willamette University - Atkinson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), International Business, Project Management
Copenhagen Business School 2011 — 2013
International Business
Willamette University 2009 — 2013
Bachelor of Arts (B.A.), Politics
Hitachi Consulting August 2014 - Present
amstream.net September 2013 - December 2013
UBS May 2013 - August 2013
Kale Uganda August 2012 - April 2013
Oregon Bankers Association May 2011 - October 2012
Tully's Coffee May 2011 - August 2011
Transportation Choices Coalition May 2010 - August 2010
Windermere Real Estate August 2007 - August 2009
Skills
Event Planning, Social Media, Research, Non-profits, PowerPoint, Customer Service, Facebook, Microsoft Office, Time Management, Microsoft Excel, Microsoft Word, Teamwork, Team Leadership, Nonprofits, Strategic Planning, Strategy, Social Media Marketing, Data Analysis, Social Networking, Leadership
Education
Willamette University - Atkinson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), International Business, Project Management
Copenhagen Business School 2011 — 2013
International Business
Willamette University 2009 — 2013
Bachelor of Arts (B.A.), Politics
Alexander DePew Alexander DePew's UBS Experience May 2013 - Present
Job Producer/Shooter/Webcaster
Industry Media Production
Experience
UBS May 2013 - Present
Professional Video Solutions November 2009 - Present
Judith Cambridge Limited April 2011 - October 2013
Paul Hastings December 2000 - October 2006
Skills
Cloud Computing, Entrepreneurship, Small Business, Business Development, Start-ups, Video Production, Video, Account Reconciliation, Accounting, Accounts Payable, Invoicing, Management, Post Production, Budgets, Producing, Customer Service
Education
Cornell University
UBS May 2013 - Present
Professional Video Solutions November 2009 - Present
Judith Cambridge Limited April 2011 - October 2013
Paul Hastings December 2000 - October 2006
Skills
Cloud Computing, Entrepreneurship, Small Business, Business Development, Start-ups, Video Production, Video, Account Reconciliation, Accounting, Accounts Payable, Invoicing, Management, Post Production, Budgets, Producing, Customer Service
Education
Cornell University
Carrie Dady Carrie Dady's UBS Experience August 2010 - Present
Job Chartered Retirement Planning Counselor ©, UBS Financial Services
Industry Financial Services
Experience
UBS August 2010 - Present
Morgan Stanley Smith Barney 2005 - 2010
Education
Cornell University 1995 — 1999
BS, Applied Economics
UBS August 2010 - Present
Morgan Stanley Smith Barney 2005 - 2010
Education
Cornell University 1995 — 1999
BS, Applied Economics
Sherry Shuai Shao, FRM Sherry Shuai Shao, FRM's UBS Experience June 2008 - August 2008
Job Market Risk at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2015 - Present
Barclays July 2012 - March 2015
Barclays February 2011 - July 2012
Barclays June 2010 - August 2010
Chicago Trading Company January 2010 - May 2010
National University of Singapore May 2008 - May 2009
UBS June 2008 - August 2008
Skills
Quantitative Finance, Market Risk, Derivatives, Bloomberg, Capital Markets, Fixed Income, Equities, Equity Derivatives, Investment Banking, Financial Modeling, Valuation, Hedge Funds, VBA, Options, Quantitative Analytics, Interest Rate..., Structured Products
Education
Columbia Engineering 2009 — 2010
M.S., Financial Engineering
National University of Singapore 2005 — 2009
B.S, Quantitative Finance
University of Wisconsin-Madison - School of Business 2007 — 2007
Student Exchange, Business
Columbia University in the City of New York
Master's degree, Financial engineering
Nanjing Foreign Language School
Goldman Sachs March 2015 - Present
Barclays July 2012 - March 2015
Barclays February 2011 - July 2012
Barclays June 2010 - August 2010
Chicago Trading Company January 2010 - May 2010
National University of Singapore May 2008 - May 2009
UBS June 2008 - August 2008
Skills
Quantitative Finance, Market Risk, Derivatives, Bloomberg, Capital Markets, Fixed Income, Equities, Equity Derivatives, Investment Banking, Financial Modeling, Valuation, Hedge Funds, VBA, Options, Quantitative Analytics, Interest Rate..., Structured Products
Education
Columbia Engineering 2009 — 2010
M.S., Financial Engineering
National University of Singapore 2005 — 2009
B.S, Quantitative Finance
University of Wisconsin-Madison - School of Business 2007 — 2007
Student Exchange, Business
Columbia University in the City of New York
Master's degree, Financial engineering
Nanjing Foreign Language School
Amer Haddad Amer Haddad's UBS Experience June 2006 - August 2010
Job Head of Fx sales at National Bank of Kuwait
Industry Financial Services
Experience
National Bank of Kuwait 2010 - Present
UBS June 2006 - August 2010
Education
Concordia University 1999 — 2006
MBA, Invesment management
CFA Institute
CFA, CFA, MBA
National Bank of Kuwait 2010 - Present
UBS June 2006 - August 2010
Education
Concordia University 1999 — 2006
MBA, Invesment management
CFA Institute
CFA, CFA, MBA
Amanda Haynes Amanda Haynes's UBS Experience October 2014 - Present
Job Manager UBS
Industry Investment Banking
Experience
UBS October 2014 - Present
UBS Investment Bank 2006 - Present
UBS May 2012 - October 2014
UBS January 2006 - May 2012
Skills
Investment Banking, AML, Operational Risk, Back Office, Toastmasters..., Payments, Banking, Anti Money Laundering, Management, SWIFT payments
Education
Iona College- Hagan School for Business 2001 — 2006
Master of Business Administration (MBA), Finance & Intl Business
Cornell University
BS, Envrionmental Studies/ Econ
UBS October 2014 - Present
UBS Investment Bank 2006 - Present
UBS May 2012 - October 2014
UBS January 2006 - May 2012
Skills
Investment Banking, AML, Operational Risk, Back Office, Toastmasters..., Payments, Banking, Anti Money Laundering, Management, SWIFT payments
Education
Iona College- Hagan School for Business 2001 — 2006
Master of Business Administration (MBA), Finance & Intl Business
Cornell University
BS, Envrionmental Studies/ Econ
Maria Luke's UBS Experience June 2014 - February 2015
Job J.D. Candidate, Regent University School of Law
Industry Legal Services
Experience
eLuketronics September 2013 - June 2015
UBS June 2014 - February 2015
Cornell College August 2010 - February 2014
Benson & Bingham June 2012 - June 2013
Alger's Pizza Palace January 2013 - May 2013
Skills
Public Speaking, Legal Writing, Legal Research, Event Planning
Education
Regent University School of Law 2015 — 2018
Doctor of Law (J.D.)
Cornell College 2010 — 2014
Bachelor of Arts (B.A.), Philosophy
Green Valley High School 2006 — 2010
eLuketronics September 2013 - June 2015
UBS June 2014 - February 2015
Cornell College August 2010 - February 2014
Benson & Bingham June 2012 - June 2013
Alger's Pizza Palace January 2013 - May 2013
Skills
Public Speaking, Legal Writing, Legal Research, Event Planning
Education
Regent University School of Law 2015 — 2018
Doctor of Law (J.D.)
Cornell College 2010 — 2014
Bachelor of Arts (B.A.), Philosophy
Green Valley High School 2006 — 2010
Brian Silver Brian Silver's UBS Experience June 2011 - August 2011
Job Investment Sales Associate at The Goldstein Group
Industry
Experience
The Goldstein Group September 2013 - Present
Bank of America U.S. Trust June 2012 - August 2012
UBS June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
UBS Wealth Management July 2009 - August 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Problem Solving, Wealth Management, Goal Oriented, Client, Investment Management, Asset Managment, Sales
Education
Cornell University 2009 — 2013
Bachelor's degree, Industrial and Labor Relations
Newark Academy 2005 — 2009
High School Diploma
The Goldstein Group September 2013 - Present
Bank of America U.S. Trust June 2012 - August 2012
UBS June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
UBS Wealth Management July 2009 - August 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Problem Solving, Wealth Management, Goal Oriented, Client, Investment Management, Asset Managment, Sales
Education
Cornell University 2009 — 2013
Bachelor's degree, Industrial and Labor Relations
Newark Academy 2005 — 2009
High School Diploma
Haein Choi Haein Choi's UBS Experience June 2011 - August 2011
Job Associate at Citi
Industry Financial Services
Experience
Citi March 2012 - Present
UBS June 2011 - August 2011
Skills
Derivatives, Financial Modeling, Data Mining, R, Quantitative Finance, Investment Banking, Quantitative Analytics, Bloomberg, Statistical Modeling, SQL, Time Series Analysis, Predictive Modeling, Matlab, Data Analysis, VBA, Monte Carlo Simulation, Financial Analysis, Stochastic Calculus, Fixed Income, Statistics, Options, Financial Engineering, Portfolio Optimization, Structured Products, Interest Rate..., Portfolio Management, Trading, Emerging Markets
Education
Cornell University 2008 — 2011
Bachelor of Science (BS), Operations Research and Engineering
Citi March 2012 - Present
UBS June 2011 - August 2011
Skills
Derivatives, Financial Modeling, Data Mining, R, Quantitative Finance, Investment Banking, Quantitative Analytics, Bloomberg, Statistical Modeling, SQL, Time Series Analysis, Predictive Modeling, Matlab, Data Analysis, VBA, Monte Carlo Simulation, Financial Analysis, Stochastic Calculus, Fixed Income, Statistics, Options, Financial Engineering, Portfolio Optimization, Structured Products, Interest Rate..., Portfolio Management, Trading, Emerging Markets
Education
Cornell University 2008 — 2011
Bachelor of Science (BS), Operations Research and Engineering
Kat Bell Kat Bell's UBS Experience August 2007 - March 2013
Job VP in EM Fixed Income at HSBC
Industry Financial Services
Experience
HSBC April 2013 - Present
UBS August 2007 - March 2013
Skills
Emerging Markets, Fixed Income, Capital Markets, Derivatives, Foreign Exchange, Institutional Sales, CDS, Interest Rate Swaps
Education
Cornell University 2003 — 2007
Economics
HSBC April 2013 - Present
UBS August 2007 - March 2013
Skills
Emerging Markets, Fixed Income, Capital Markets, Derivatives, Foreign Exchange, Institutional Sales, CDS, Interest Rate Swaps
Education
Cornell University 2003 — 2007
Economics
Jeff Peres Jeff Peres's UBS Experience 1998 - 2000
Job CoFounder and CEO, Everseat
Industry Internet
Experience
Everseat, Inc. September 2013 - Present
Eyemaginations, Inc. January 2005 - August 2013
Signal Hill Capital 2002 - 2004
Credit Suisse 2000 - 2002
UBS 1998 - 2000
Skills
Strategic Planning, Marketing Strategy, Channel Management, New Business Development, Channel Partners, Product Development, Team Building, Product Management, Healthcare, Cloud Computing, Start-ups, Sales, SaaS, Venture Capital, Business Strategy, Sales Management, Mergers & Acquisitions, Medical Devices, B2B, Leadership, Business Development, Product Marketing, Marketing, Entrepreneurship, Product Launch, Strategy, Social Media, Cross-functional Team..., Mergers, Medicine, Business Planning, Social Media Marketing
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Cornell University 1987 — 1991
BA, Government
Pikesville High School
Everseat, Inc. September 2013 - Present
Eyemaginations, Inc. January 2005 - August 2013
Signal Hill Capital 2002 - 2004
Credit Suisse 2000 - 2002
UBS 1998 - 2000
Skills
Strategic Planning, Marketing Strategy, Channel Management, New Business Development, Channel Partners, Product Development, Team Building, Product Management, Healthcare, Cloud Computing, Start-ups, Sales, SaaS, Venture Capital, Business Strategy, Sales Management, Mergers & Acquisitions, Medical Devices, B2B, Leadership, Business Development, Product Marketing, Marketing, Entrepreneurship, Product Launch, Strategy, Social Media, Cross-functional Team..., Mergers, Medicine, Business Planning, Social Media Marketing
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Cornell University 1987 — 1991
BA, Government
Pikesville High School
Marcy Winkler Marcy Winkler's UBS Experience 2001 - 2012
Job Research Librarian Team Leader
Industry Financial Services
Experience
JPMorgan Chase 2014 - Present
JPMorgan Chase 2013 - 2014
UBS 2001 - 2012
Barnard College 1994 - 1996
Anita Kaufman Associates 1991 - 1993
Stroock & Stroock & Lavan LLP 1989 - 1991
Skills
Bloomberg, ThomsonOne, Factiva, Thomson Reuters SDC, S&P Capital IQ, SDC, Management, Lexis, Research, Bloomberg Terminal, Capital IQ, Morningstar, Online Research
Education
Queens College, Graduate School of Library and Information Studies
Master of Library & Information Science (MLIS)
NYU School of Law
Doctor of Law (JD)
Cornell University
Bachelor of Arts (BA), History
Hunter College High School
JPMorgan Chase 2014 - Present
JPMorgan Chase 2013 - 2014
UBS 2001 - 2012
Barnard College 1994 - 1996
Anita Kaufman Associates 1991 - 1993
Stroock & Stroock & Lavan LLP 1989 - 1991
Skills
Bloomberg, ThomsonOne, Factiva, Thomson Reuters SDC, S&P Capital IQ, SDC, Management, Lexis, Research, Bloomberg Terminal, Capital IQ, Morningstar, Online Research
Education
Queens College, Graduate School of Library and Information Studies
Master of Library & Information Science (MLIS)
NYU School of Law
Doctor of Law (JD)
Cornell University
Bachelor of Arts (BA), History
Hunter College High School
Marcos Lopez de Prado Marcos Lopez de Prado's UBS Experience 2001 - 2004
Job Senior Managing Director at GUGGENHEIM PARTNERS
Industry Investment Management
Experience
GUGGENHEIM PARTNERS 2014 - Present
LAWRENCE BERKELEY NATIONAL LABORATORY 2010 - Present
COMPLUTENSE UNIVERSITY 2012 - Present
HESS ENERGY TRADING COMPANY 2013 - 2014
TUDOR INVESTMENT CORPORATION 2008 - 2013
PEAK6 FUTURES LLC 2006 - 2008
U.N.E.D. 2004 - 2008
CITADEL INVESTMENT GROUP, LLC 2005 - 2006
UBS 2001 - 2004
BBVA 1998 - 2001
Skills
Trading Systems, Market Microstructure, Portfolio Management, Risk Management, Quantitative Finance, Economics, High Frequency Trading, Quantitative Analytics, Equities, Hedge Funds, Derivatives, Alternative Investments, Trading Strategies, Financial Markets, Trading, Statistical Arbitrage, Econometrics, Investment Strategies, Financial Risk, Fixed Income, Bloomberg, Portfolio Optimization, Electronic Trading, Options, Asset Allocation, Statistics, Quantitative Investing, Time Series Analysis, Investments, Market Risk, Monte Carlo Simulation, Financial Engineering, Macroeconomics, Credit Derivatives, Valuation, R, Commodity, Equity Trading, Hedging, Stochastic Calculus, FX Options, Commodity Markets, Equity Derivatives, Global Macro, Financial Modeling, Emerging Markets, Volatility, Statistical Modeling, Equity Research, Investment Management
Education
Harvard University 2010 — 2013
Postdoctoral Research Fellow at RCC, Quantitative Finance
Cornell University 2010 — 2012
Visiting Scholar, Market Microstructure
Universidad Complutense de Madrid 2009 — 2011
Ph.D., Mathematical Finance
Universidad Nacional de Educación a Distancia - U.N.E.D. 1998 — 2003
Ph.D., Financial Economics
Universidad de Santiago de Compostela 1993 — 1998
B.Sc., M.Sc., Econometrics and Quantitative Economics
GUGGENHEIM PARTNERS 2014 - Present
LAWRENCE BERKELEY NATIONAL LABORATORY 2010 - Present
COMPLUTENSE UNIVERSITY 2012 - Present
HESS ENERGY TRADING COMPANY 2013 - 2014
TUDOR INVESTMENT CORPORATION 2008 - 2013
PEAK6 FUTURES LLC 2006 - 2008
U.N.E.D. 2004 - 2008
CITADEL INVESTMENT GROUP, LLC 2005 - 2006
UBS 2001 - 2004
BBVA 1998 - 2001
Skills
Trading Systems, Market Microstructure, Portfolio Management, Risk Management, Quantitative Finance, Economics, High Frequency Trading, Quantitative Analytics, Equities, Hedge Funds, Derivatives, Alternative Investments, Trading Strategies, Financial Markets, Trading, Statistical Arbitrage, Econometrics, Investment Strategies, Financial Risk, Fixed Income, Bloomberg, Portfolio Optimization, Electronic Trading, Options, Asset Allocation, Statistics, Quantitative Investing, Time Series Analysis, Investments, Market Risk, Monte Carlo Simulation, Financial Engineering, Macroeconomics, Credit Derivatives, Valuation, R, Commodity, Equity Trading, Hedging, Stochastic Calculus, FX Options, Commodity Markets, Equity Derivatives, Global Macro, Financial Modeling, Emerging Markets, Volatility, Statistical Modeling, Equity Research, Investment Management
Education
Harvard University 2010 — 2013
Postdoctoral Research Fellow at RCC, Quantitative Finance
Cornell University 2010 — 2012
Visiting Scholar, Market Microstructure
Universidad Complutense de Madrid 2009 — 2011
Ph.D., Mathematical Finance
Universidad Nacional de Educación a Distancia - U.N.E.D. 1998 — 2003
Ph.D., Financial Economics
Universidad de Santiago de Compostela 1993 — 1998
B.Sc., M.Sc., Econometrics and Quantitative Economics
Chad Quamme Chad Quamme's UBS Experience June 2010 - January 2012
Job Investment Executive at Dougherty & Company
Industry Financial Services
Experience
Dougherty & Company January 2012 - Present
UBS June 2010 - January 2012
Wells Fargo Investments June 2001 - June 2010
Skills
Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Finance, Series 63, Insurance, Investments, Financial Planning, Certified Financial...
Education
Concordia College 1997 — 2001
BA, Economics
Concordia College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Dougherty & Company January 2012 - Present
UBS June 2010 - January 2012
Wells Fargo Investments June 2001 - June 2010
Skills
Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Finance, Series 63, Insurance, Investments, Financial Planning, Certified Financial...
Education
Concordia College 1997 — 2001
BA, Economics
Concordia College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Charles Funderburk Charles Funderburk's UBS Experience June 2012 - August 2012
Job FX Trader at TD
Industry Financial Services
Experience
TD July 2013 - Present
UBS June 2012 - August 2012
Chesapeake Energy May 2011 - August 2011
Arvest Bank May 2010 - August 2010
Skills
Valuation, Bloomberg, Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Economics, Microsoft Word, Data Analysis, Business Strategy, Market Research, Research, Social Media, Trading, Finance, Investments
Education
Cornell University 2009 — 2013
AEM, Finance, Strategy, Real Estate
TD July 2013 - Present
UBS June 2012 - August 2012
Chesapeake Energy May 2011 - August 2011
Arvest Bank May 2010 - August 2010
Skills
Valuation, Bloomberg, Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Economics, Microsoft Word, Data Analysis, Business Strategy, Market Research, Research, Social Media, Trading, Finance, Investments
Education
Cornell University 2009 — 2013
AEM, Finance, Strategy, Real Estate
Jeffrey Rogoff Jeffrey Rogoff's UBS Experience 1995 - 1998
Job Managing Director at CSG Investments Inc.
Industry Banking
Experience
CSG Investments Inc. ( Affiliate of Beal Bank) 2014 - Present
ENEFSO LLC 2013 - 2014
WestLB 2001 - 2012
Chase Securities 1998 - 2001
UBS 1995 - 1998
Office of the Vice President- The White House 1989 - January 1993
Skills
Business Development, Deal Origination, Client Advisory, Portfolio Management, Business Strategy, Investor Marketing, Public Affairs, Institutional Sales and..., Alternative Assets, Trading, Structured Finance, Investor Relations, Deal Creation, Securities, Derivatives, Emerging Markets, Syndications, Fixed Income, Investment Advisory..., Hedge Funds, Capital Markets, Financial Structuring
Education
Cornell University 1986 — 1989
BS, Policy Analysis
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance, Marketing
CSG Investments Inc. ( Affiliate of Beal Bank) 2014 - Present
ENEFSO LLC 2013 - 2014
WestLB 2001 - 2012
Chase Securities 1998 - 2001
UBS 1995 - 1998
Office of the Vice President- The White House 1989 - January 1993
Skills
Business Development, Deal Origination, Client Advisory, Portfolio Management, Business Strategy, Investor Marketing, Public Affairs, Institutional Sales and..., Alternative Assets, Trading, Structured Finance, Investor Relations, Deal Creation, Securities, Derivatives, Emerging Markets, Syndications, Fixed Income, Investment Advisory..., Hedge Funds, Capital Markets, Financial Structuring
Education
Cornell University 1986 — 1989
BS, Policy Analysis
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance, Marketing
James Edmister James Edmister's UBS Experience 1998 - 2002
Job CEO, Founder, Owner at SilverBack Solutions
Industry Management Consulting
Experience
SilverBack Solutions Authorized Distributor, SmartZ Technologies, LLCGiG22009 - Present
SilverBack Solutions March 2006 - Present
Proudfoot Consulting May 2005 - November 2007
USC Consulting Group 2002 - May 2005
UBS 1998 - 2002
Skills
Management Consulting, Organizational Design, Business Transformation, Consulting, Strategy, Sourcing, Acquisition Integration, Organizational..., Energy, Process Engineering, Leadership Development, Leadership, Management, Vendor Management, Six Sigma, Creative Writing, Account Management, Cross-functional Team...
Education
Cornell University 1976 — 1977
Ex MBA studies, Economics, Industrial Relations
West Virginia University 1975 — 1976
BS, MS, Economics & Industrial Relations
SilverBack Solutions Authorized Distributor, SmartZ Technologies, LLCGiG22009 - Present
SilverBack Solutions March 2006 - Present
Proudfoot Consulting May 2005 - November 2007
USC Consulting Group 2002 - May 2005
UBS 1998 - 2002
Skills
Management Consulting, Organizational Design, Business Transformation, Consulting, Strategy, Sourcing, Acquisition Integration, Organizational..., Energy, Process Engineering, Leadership Development, Leadership, Management, Vendor Management, Six Sigma, Creative Writing, Account Management, Cross-functional Team...
Education
Cornell University 1976 — 1977
Ex MBA studies, Economics, Industrial Relations
West Virginia University 1975 — 1976
BS, MS, Economics & Industrial Relations
Philip E. Wetzel, Jr. CPM® Philip E. Wetzel, Jr. CPM®'s UBS Experience 2000 - 2003
Job Partner at WWK Wealth Advisors
Industry Financial Services
Experience
WWK Wealth Advisors August 2003 - Present
UBS 2000 - 2003
Excel Retirement Communities, Inc. 1990 - 1998
Skills
Retirement Planning, Wealth Management, Financial Advisory, Investments, Asset Management, Strategic Financial..., Portfolio Management, Life Insurance, Estate Planning, Investment Advisory, Insurance, Series 7, Securities, Retirement, Mutual Funds, Investment Management, Alternative Investments, Investment Strategies, Asset Allocation, Series 63
Education
Cornell University 1974 — 1978
Hotel and Restaurant Mgmt
WWK Wealth Advisors August 2003 - Present
UBS 2000 - 2003
Excel Retirement Communities, Inc. 1990 - 1998
Skills
Retirement Planning, Wealth Management, Financial Advisory, Investments, Asset Management, Strategic Financial..., Portfolio Management, Life Insurance, Estate Planning, Investment Advisory, Insurance, Series 7, Securities, Retirement, Mutual Funds, Investment Management, Alternative Investments, Investment Strategies, Asset Allocation, Series 63
Education
Cornell University 1974 — 1978
Hotel and Restaurant Mgmt
Robert Rossi Robert Rossi's UBS Experience July 2006 - Present
Job First VP Wealth Management,Certified Financial Planner (TM), Portfolio Manager
Industry Financial Services
Experience
UBS July 2006 - Present
Cornell University September 2004 - May 2014
Morgan Stanley June 2001 - July 2006
Bobst Group May 1987 - June 2001
Education
Cornell University
BS, Engineering
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA®), Portfolio Management
The Dalton School
UBS July 2006 - Present
Cornell University September 2004 - May 2014
Morgan Stanley June 2001 - July 2006
Bobst Group May 1987 - June 2001
Education
Cornell University
BS, Engineering
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA®), Portfolio Management
The Dalton School
Dan Gilipsky Dan Gilipsky's UBS Experience August 2004 - May 2010
Job Financial Advisor at Robert W Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2010 - Present
UBS August 2004 - May 2010
Skills
Retirement Planning, Wealth Management, Risk Management
Education
Concordia University-Wisconsin 1992 — 1995
Bachler of Arts, Management & Communications
Sheboygan South High School 1973 — 1975
Robert W. Baird & Co. May 2010 - Present
UBS August 2004 - May 2010
Skills
Retirement Planning, Wealth Management, Risk Management
Education
Concordia University-Wisconsin 1992 — 1995
Bachler of Arts, Management & Communications
Sheboygan South High School 1973 — 1975
Jack R. Mahoney, CFP®'s UBS Experience September 2015 - Present
Job Financial Advisor at UBS Private Wealth Management
Industry Financial Services
Experience
UBS September 2015 - Present
UBS July 2013 - August 2015
Bloomberg LP June 2010 - July 2013
Bloomberg LP June 2009 - August 2009
Alliant Insurance Services June 2008 - August 2008
Education
Connecticut College 2006 — 2010
BA
Montclair High School 2002 — 2006
UBS September 2015 - Present
UBS July 2013 - August 2015
Bloomberg LP June 2010 - July 2013
Bloomberg LP June 2009 - August 2009
Alliant Insurance Services June 2008 - August 2008
Education
Connecticut College 2006 — 2010
BA
Montclair High School 2002 — 2006
Kenta Labur Kenta Labur's UBS Experience November 2011 - November 2011
Job Software Engineer at LinkedIn
Industry Computer Software
Experience
LinkedIn August 2015 - Present
Violet Nano-satellite Project Team February 2012 - May 2015
Amazon Web Services May 2014 - August 2014
Cornell University January 2014 - May 2014
Applied Weather Technology Inc. May 2013 - August 2013
UBS November 2011 - November 2011
MACS Career and Education May 2011 - May 2011
Skills
Java, Python, C, C++, Matlab, OCaml, Algorithms, Programming, C/C++ STL, JavaScript, Linux, XML, Microsoft Excel, Swift
Education
Cornell University 2011 — 2015
Bachelor's Degree, Computer Science
Lynbrook High School 2007 — 2011
Alumni
De Anza College 2010 — 2010
Concurrently enrolled High School Student, Computer Science, Alumni
LinkedIn August 2015 - Present
Violet Nano-satellite Project Team February 2012 - May 2015
Amazon Web Services May 2014 - August 2014
Cornell University January 2014 - May 2014
Applied Weather Technology Inc. May 2013 - August 2013
UBS November 2011 - November 2011
MACS Career and Education May 2011 - May 2011
Skills
Java, Python, C, C++, Matlab, OCaml, Algorithms, Programming, C/C++ STL, JavaScript, Linux, XML, Microsoft Excel, Swift
Education
Cornell University 2011 — 2015
Bachelor's Degree, Computer Science
Lynbrook High School 2007 — 2011
Alumni
De Anza College 2010 — 2010
Concurrently enrolled High School Student, Computer Science, Alumni
Ian Harris Ian Harris's UBS Experience June 2015 - August 2015
Job Student at Cornell University
Industry Public Policy
Experience
UBS June 2015 - August 2015
Maverick Ventures June 2014 - August 2014
SaferVPN June 2014 - August 2014
OCSEP Education July 2013 - August 2013
Skills
Community Outreach, Event Planning, Social Media, Research, Policy Analysis, Google Adwords, Leadership, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Customer Service, Economics, Teamwork
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.)
Marjory Stoneman Douglas High School 2008 — 2012
UBS June 2015 - August 2015
Maverick Ventures June 2014 - August 2014
SaferVPN June 2014 - August 2014
OCSEP Education July 2013 - August 2013
Skills
Community Outreach, Event Planning, Social Media, Research, Policy Analysis, Google Adwords, Leadership, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Customer Service, Economics, Teamwork
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.)
Marjory Stoneman Douglas High School 2008 — 2012
Jake Kringdon's UBS Experience May 2009 - June 2009
Job Student at New York Real Estate Institute
Industry Real Estate
Experience
New York Real Estate Institute September 2015 - Present
ZenithOptimedia Group I The ROI Agency March 2015 - Present
ZenithOptimedia Group I The ROI Agency November 2014 - March 2015
People's Revolution October 2013 - March 2014
Pioneer Investments June 2013 - September 2013
Pioneer Investments June 2012 - August 2012
UBS May 2009 - June 2009
Skills
Creative Writing, Analytical Writing, Presentation Skills, Hard Worker, Diligent, Able To Multi-task, Attention To Detail, Organized, Proficient in Microsoft..., Proficient in Microsoft..., Proficient in Microsoft..., Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Business Development, Project Management, Research, Public Relations, Sales
Education
Connecticut College 2009 — 2013
Bachelor Arts
Beaver Country Day School 2006 — 2009
New York Real Estate Institute September 2015 - Present
ZenithOptimedia Group I The ROI Agency March 2015 - Present
ZenithOptimedia Group I The ROI Agency November 2014 - March 2015
People's Revolution October 2013 - March 2014
Pioneer Investments June 2013 - September 2013
Pioneer Investments June 2012 - August 2012
UBS May 2009 - June 2009
Skills
Creative Writing, Analytical Writing, Presentation Skills, Hard Worker, Diligent, Able To Multi-task, Attention To Detail, Organized, Proficient in Microsoft..., Proficient in Microsoft..., Proficient in Microsoft..., Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Business Development, Project Management, Research, Public Relations, Sales
Education
Connecticut College 2009 — 2013
Bachelor Arts
Beaver Country Day School 2006 — 2009
Sunil Kochher's UBS Experience May 2004 - November 2004
Job SVP Technology Application Development, Salesfoce.com, Data Management
Industry Financial Services
Experience
Barclays February 2007 - Present
Barclays Wealth (Lehman Brothers Acquired) February 2007 - April 2013
JPMorgan November 2004 - February 2007
UBS May 2004 - November 2004
Bank of New York Mellon December 2003 - May 2004
TIAA-CREF July 2001 - December 2003
Intertrade January 2000 - June 2001
Chandigarh Infotech March 1999 - October 2000
Computelligence Softek July 1998 - March 1999
Skills
Program Management, Enterprise Architecture, Vendor Management, SOA, IT Strategy, Sybase, Strategy, Java, Enterprise Software, SDLC, Technology Management, Oracle, Data Warehousing, Software Project..., SQL, Wealth Management, Reference Data, DB2, IT Service Management, Leadership, Project Portfolio..., Applications Software..., Java Enterprise Edition, J2EE, Weblogic, RDBMS..., Middleware, Web Technologies, Object Oriented Design, Client Reporting, MDM (Master Data..., Big Data, Data Management, Informatica, Hadoop
Education
Columbia University in the City of New York 2011 — 2013
Executive Masters, Technology Management
Pune University, India 1992 — 1998
Bachelor of Enginerring, Electrical and Electronics Engineering
Barclays February 2007 - Present
Barclays Wealth (Lehman Brothers Acquired) February 2007 - April 2013
JPMorgan November 2004 - February 2007
UBS May 2004 - November 2004
Bank of New York Mellon December 2003 - May 2004
TIAA-CREF July 2001 - December 2003
Intertrade January 2000 - June 2001
Chandigarh Infotech March 1999 - October 2000
Computelligence Softek July 1998 - March 1999
Skills
Program Management, Enterprise Architecture, Vendor Management, SOA, IT Strategy, Sybase, Strategy, Java, Enterprise Software, SDLC, Technology Management, Oracle, Data Warehousing, Software Project..., SQL, Wealth Management, Reference Data, DB2, IT Service Management, Leadership, Project Portfolio..., Applications Software..., Java Enterprise Edition, J2EE, Weblogic, RDBMS..., Middleware, Web Technologies, Object Oriented Design, Client Reporting, MDM (Master Data..., Big Data, Data Management, Informatica, Hadoop
Education
Columbia University in the City of New York 2011 — 2013
Executive Masters, Technology Management
Pune University, India 1992 — 1998
Bachelor of Enginerring, Electrical and Electronics Engineering
Aricka Ward Aricka Ward's UBS Experience May 2012 - December 2012
Job Assistant Athletic Director, Middle School Athletic Director, Health and Wellness Teacher at All Saints Academy
Industry Financial Services
Experience
All Saints Academy January 2013 - Present
All Saints Academy January 2013 - Present
Florida Southern College November 2011 - Present
E-camps August 2010 - Present
UBS May 2012 - December 2012
Starbucks Coffee Company April 2006 - April 2012
Mirage June 2005 - September 2005
Carolina Wings and Rib House January 2000 - October 2002
Skills
Customer Service, Sports Management, Retail, Recruiting, Phone Skills, Time Management, Event Planning, Facebook, iMovie, PowerPoint, Public Speaking, Sports Marketing, Sports
Education
Concordia University-Portland 2013 — 2014
Master of Education (MEd), Curriculum and Instruction; Ethics Equity and Justice
Limestone College 2004 — 2008
Bachelor of Science (BS), Sports Management
All Saints Academy January 2013 - Present
All Saints Academy January 2013 - Present
Florida Southern College November 2011 - Present
E-camps August 2010 - Present
UBS May 2012 - December 2012
Starbucks Coffee Company April 2006 - April 2012
Mirage June 2005 - September 2005
Carolina Wings and Rib House January 2000 - October 2002
Skills
Customer Service, Sports Management, Retail, Recruiting, Phone Skills, Time Management, Event Planning, Facebook, iMovie, PowerPoint, Public Speaking, Sports Marketing, Sports
Education
Concordia University-Portland 2013 — 2014
Master of Education (MEd), Curriculum and Instruction; Ethics Equity and Justice
Limestone College 2004 — 2008
Bachelor of Science (BS), Sports Management
Abrahan Garcia Abrahan Garcia's UBS Experience October 2010 - May 2011
Job Mortgage Professional
Industry Financial Services
Experience
Accenture January 2015 - Present
Central Piedmont Community College August 2014 - Present
RoundPoint Mortgage Servicing Corporation December 2013 - January 2015
NYC Parent Academy October 2012 - November 2013
Board of Elections in the City of New York September 2012 - August 2013
John Carris Investments July 2012 - September 2012
UBS October 2010 - May 2011
COMEXPERU June 2010 - July 2010
New London Main Street February 2010 - May 2010
REonomy 2009 - 2009
Skills
Spanish, Research, Nonprofits, Microsoft Office, Customer Service, Economics, Social Networking, PowerPoint, Event Planning, Community Outreach, Microsoft Excel, Social Media, Outlook, Public Speaking, Teamwork, Staff Development, Microsoft Word, Editing, Sales, Financial Planning, Fixed Income, Customer Relations, Writing, Data Analysis, Analysis, Leadership, Data Entry, Finance, Facebook, Problem Solving, Non-profits, Time Management, Teaching, Higher Education
Education
Connecticut College 2007 — 2011
BA, Economics
Xi’an International Studies University 2009 — 2009
Accenture January 2015 - Present
Central Piedmont Community College August 2014 - Present
RoundPoint Mortgage Servicing Corporation December 2013 - January 2015
NYC Parent Academy October 2012 - November 2013
Board of Elections in the City of New York September 2012 - August 2013
John Carris Investments July 2012 - September 2012
UBS October 2010 - May 2011
COMEXPERU June 2010 - July 2010
New London Main Street February 2010 - May 2010
REonomy 2009 - 2009
Skills
Spanish, Research, Nonprofits, Microsoft Office, Customer Service, Economics, Social Networking, PowerPoint, Event Planning, Community Outreach, Microsoft Excel, Social Media, Outlook, Public Speaking, Teamwork, Staff Development, Microsoft Word, Editing, Sales, Financial Planning, Fixed Income, Customer Relations, Writing, Data Analysis, Analysis, Leadership, Data Entry, Finance, Facebook, Problem Solving, Non-profits, Time Management, Teaching, Higher Education
Education
Connecticut College 2007 — 2011
BA, Economics
Xi’an International Studies University 2009 — 2009
Daniel J. Braz, CFA Daniel J. Braz, CFA's UBS Experience 2001 - 2002
Job Senior Strategist at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2015 - Present
State Street Global Advisors May 2013 - January 2015
Cole Real Estate Investments February 2012 - November 2012
Columbia Management September 2004 - February 2012
Columbia Management April 2002 - September 2004
UBS 2001 - 2002
Skills
Mutual Funds, Product Development, Marketing Strategy, Separately Managed..., Fixed Income, Equities, Alternative Investments, Asset Allocation, Defined Contribution, Series 7, Investment Strategies, Series 63, Morningstar, ETFs, Investment Management, Investments, Investment Advisory, Strategy, Retirement
Education
Northwestern University - Kellogg School of Management 2008 — 2012
MBA, Finance, Marketing
Saint Lawrence University 1997 — 2001
BS, Psychology and Economics
Copenhagen Business School 2000 — 2000
Semester Abroad, International Business
State Street Global Advisors January 2015 - Present
State Street Global Advisors May 2013 - January 2015
Cole Real Estate Investments February 2012 - November 2012
Columbia Management September 2004 - February 2012
Columbia Management April 2002 - September 2004
UBS 2001 - 2002
Skills
Mutual Funds, Product Development, Marketing Strategy, Separately Managed..., Fixed Income, Equities, Alternative Investments, Asset Allocation, Defined Contribution, Series 7, Investment Strategies, Series 63, Morningstar, ETFs, Investment Management, Investments, Investment Advisory, Strategy, Retirement
Education
Northwestern University - Kellogg School of Management 2008 — 2012
MBA, Finance, Marketing
Saint Lawrence University 1997 — 2001
BS, Psychology and Economics
Copenhagen Business School 2000 — 2000
Semester Abroad, International Business
Shradha Gupta Shradha Gupta's UBS Experience May 2012 - August 2012
Job Investment Banking Analyst at TD
Industry Financial Services
Experience
TD Securities August 2013 - Present
UBS May 2012 - August 2012
Deloitte May 2010 - August 2011
York Consulting Group 2009 - 2011
Skills
Analysis, Valuation, Financial Modeling, Sales, Strategy, Problem Solving, Teamwork, Relationship Management, Independent Thinking, Financial Analysis, Banking
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
HBA, Business/Commerce, General
Copenhagen Business School 2011 — 2011
Exchange Program
York University - Schulich School of Business 2008 — 2011
iBBA, Business/Commerce, General
TD Securities August 2013 - Present
UBS May 2012 - August 2012
Deloitte May 2010 - August 2011
York Consulting Group 2009 - 2011
Skills
Analysis, Valuation, Financial Modeling, Sales, Strategy, Problem Solving, Teamwork, Relationship Management, Independent Thinking, Financial Analysis, Banking
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
HBA, Business/Commerce, General
Copenhagen Business School 2011 — 2011
Exchange Program
York University - Schulich School of Business 2008 — 2011
iBBA, Business/Commerce, General
Evan Brovender Evan Brovender's UBS Experience June 2013 - August 2013
Job Investment Banking Analyst at Barclays
Industry Financial Services
Experience
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
UBS June 2013 - August 2013
Metal Conversions LTD May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Data Analysis, Financial Analysis, Microsoft Office, Teamwork, Research, Microsoft Word, Customer Service, Public Speaking, Social Media, Marketing, Financial Modeling, Time Management, Investment Banking, Leadership, Management, Event Planning, Market Research, Finance
Education
Cornell University 2011 — 2015
B.S. in Applied Economics and Management, Concentration in Finance and Entreprenuership, Cum Laude
Pine Crest School 2007 — 2011
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
UBS June 2013 - August 2013
Metal Conversions LTD May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Data Analysis, Financial Analysis, Microsoft Office, Teamwork, Research, Microsoft Word, Customer Service, Public Speaking, Social Media, Marketing, Financial Modeling, Time Management, Investment Banking, Leadership, Management, Event Planning, Market Research, Finance
Education
Cornell University 2011 — 2015
B.S. in Applied Economics and Management, Concentration in Finance and Entreprenuership, Cum Laude
Pine Crest School 2007 — 2011
Rui (Arielle) Yao Rui (Arielle) Yao's UBS Experience June 2011 - August 2011
Job Business Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group June 2015 - Present
UBS Investment Bank August 2012 - May 2015
UBS June 2011 - August 2011
XInhua News Agency September 2009 - December 2009
State Administration of Radio Film and Television August 2009 - August 2009
Guizhou Satellite Television August 2008 - September 2008
Skills
Analysis, Data Analysis, Editing, Financial Modeling, Mandarin, Microsoft Office, Quantitative Analytics, Visio, Chinese, Corporate Finance, HTML, Business Analysis, Microsoft Excel, Matlab, Bloomberg Terminal, IT Infrastructure..., Project Management, Python, Testing, Bloomberg, Quantitative Finance, ITIL v3 Foundations..., Yellow Belt, Workflow Management, SharePoint, PowerPoint, Photoshop, Social Media, English, Video Editing, Access, Investment Banking, Service-Now, IT Service Delivery, Six Sigma, Process Improvement, Engineering Economics, Microsoft Word, ServiceNow, Problem Solving, Communication, Risk Management
Education
University of Pennsylvania 2010 — 2012
Master, Telecommunications and Networking
Communication University of China 2006 — 2010
Bachelor, Communication Engineering and Radio &Television Editing &Directing
The Blackstone Group June 2015 - Present
UBS Investment Bank August 2012 - May 2015
UBS June 2011 - August 2011
XInhua News Agency September 2009 - December 2009
State Administration of Radio Film and Television August 2009 - August 2009
Guizhou Satellite Television August 2008 - September 2008
Skills
Analysis, Data Analysis, Editing, Financial Modeling, Mandarin, Microsoft Office, Quantitative Analytics, Visio, Chinese, Corporate Finance, HTML, Business Analysis, Microsoft Excel, Matlab, Bloomberg Terminal, IT Infrastructure..., Project Management, Python, Testing, Bloomberg, Quantitative Finance, ITIL v3 Foundations..., Yellow Belt, Workflow Management, SharePoint, PowerPoint, Photoshop, Social Media, English, Video Editing, Access, Investment Banking, Service-Now, IT Service Delivery, Six Sigma, Process Improvement, Engineering Economics, Microsoft Word, ServiceNow, Problem Solving, Communication, Risk Management
Education
University of Pennsylvania 2010 — 2012
Master, Telecommunications and Networking
Communication University of China 2006 — 2010
Bachelor, Communication Engineering and Radio &Television Editing &Directing
Jonathan Peress Jonathan Peress's UBS Experience October 2004 - May 2007
Job Vice President at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management July 2013 - Present
Morgan Stanley May 2012 - June 2013
Morgan Stanley August 2009 - May 2012
Morgan Stanley May 2007 - August 2009
UBS October 2004 - May 2007
Skills
Java, Trading, Quantitative Analytics, Microsoft Excel, VBA, Credit Risk, Risk Management, Fixed Income, Technology, Credit Derivatives, Derivatives, Options
Education
Cornell University 2001 — 2004
BA, Computer Science & Math
AQR Capital Management July 2013 - Present
Morgan Stanley May 2012 - June 2013
Morgan Stanley August 2009 - May 2012
Morgan Stanley May 2007 - August 2009
UBS October 2004 - May 2007
Skills
Java, Trading, Quantitative Analytics, Microsoft Excel, VBA, Credit Risk, Risk Management, Fixed Income, Technology, Credit Derivatives, Derivatives, Options
Education
Cornell University 2001 — 2004
BA, Computer Science & Math
Rebecca (Nathan) Balyasny Rebecca (Nathan) Balyasny's UBS Experience January 2003 - August 2007
Job President at Lionel Advisors, LLC
Industry Investment Management
Experience
Lionel Advisors, LLC March 2014 - Present
Prudential Financial July 2011 - March 2014
Prudential Financial July 2009 - July 2011
UBS January 2003 - August 2007
UBS Financial Services July 2001 - January 2003
MaMaMedia 1999 - 2001
Skills
Investments, Alternative Investments, Mezzanine, Fund Of Funds, Investor Relations
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Columbia University in the City of New York 1998 — 2001
BA, History
Lionel Advisors, LLC March 2014 - Present
Prudential Financial July 2011 - March 2014
Prudential Financial July 2009 - July 2011
UBS January 2003 - August 2007
UBS Financial Services July 2001 - January 2003
MaMaMedia 1999 - 2001
Skills
Investments, Alternative Investments, Mezzanine, Fund Of Funds, Investor Relations
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Columbia University in the City of New York 1998 — 2001
BA, History
David Fine David Fine's UBS Experience September 2008 - March 2010
Job Investment Analyst at Maplelane Capital
Industry Investment Management
Experience
BlueCrest Capital Management, LLP June 2014 - August 2014
Morgan Joseph TriArtisan LLC February 2012 - June 2013
Madison Williams and Company August 2010 - December 2011
UBS September 2008 - March 2010
Lazard Freres & Co. July 2007 - June 2008
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Cornell University
Bachelor of Science (BS)
BlueCrest Capital Management, LLP June 2014 - August 2014
Morgan Joseph TriArtisan LLC February 2012 - June 2013
Madison Williams and Company August 2010 - December 2011
UBS September 2008 - March 2010
Lazard Freres & Co. July 2007 - June 2008
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Cornell University
Bachelor of Science (BS)
Jai Tanwar CFA,FRM Jai Tanwar CFA,FRM's UBS Experience October 2006 - January 2008
Job Investment Risk Management Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management January 2008 - Present
UBS October 2006 - January 2008
Wellington Management Company October 2005 - October 2006
BNP Paribas August 2004 - August 2005
Skills
Fixed Income, Derivatives, Bloomberg, Equities, Capital Markets, Hedge Funds, Risk Management, Portfolio Management, Investment Banking, Equity Derivatives, Asset Managment, Alternative Investments, Business Strategy, Calypso, Microsoft Excel, Electronic Trading, Morningstar, Barra, Strategic Planning, Start-ups, Factset, BlackRock Aladdin, Microsoft Office, Social Media, BRS, Loans, Non-profits, SQL, Cross-functional Team..., Social Networking, Team Building, Transformational..., Point, HOLT, E-Learning, Higher Education, Qualitative Research, Forex, Distressed Debt, Problem Solving, Database Design, Behavioral Finance, Building Relationships, Public Speaking, Thinking Outside The Box, Valueline, Globalization, Big Data, Python, R
Education
Cornell University 2012 — 2013
CFA Institute 2003 — 2007
CFA Charter
GARP(Global Association of Risk Professionals) 2005 — 2006
FRM
Singapore Management University 2003 — 2004
Masters
National University of Singapore 2001 — 2001
Certification
Indian Institute of Technology, Delhi 1990 — 1994
BTech
Kendriya Vidyalaya 1987 — 1989
CBSE XII
Voya Investment Management January 2008 - Present
UBS October 2006 - January 2008
Wellington Management Company October 2005 - October 2006
BNP Paribas August 2004 - August 2005
Skills
Fixed Income, Derivatives, Bloomberg, Equities, Capital Markets, Hedge Funds, Risk Management, Portfolio Management, Investment Banking, Equity Derivatives, Asset Managment, Alternative Investments, Business Strategy, Calypso, Microsoft Excel, Electronic Trading, Morningstar, Barra, Strategic Planning, Start-ups, Factset, BlackRock Aladdin, Microsoft Office, Social Media, BRS, Loans, Non-profits, SQL, Cross-functional Team..., Social Networking, Team Building, Transformational..., Point, HOLT, E-Learning, Higher Education, Qualitative Research, Forex, Distressed Debt, Problem Solving, Database Design, Behavioral Finance, Building Relationships, Public Speaking, Thinking Outside The Box, Valueline, Globalization, Big Data, Python, R
Education
Cornell University 2012 — 2013
CFA Institute 2003 — 2007
CFA Charter
GARP(Global Association of Risk Professionals) 2005 — 2006
FRM
Singapore Management University 2003 — 2004
Masters
National University of Singapore 2001 — 2001
Certification
Indian Institute of Technology, Delhi 1990 — 1994
BTech
Kendriya Vidyalaya 1987 — 1989
CBSE XII
Clayton Dubin Clayton Dubin's UBS Experience May 2013 - September 2013
Job Entrepreneur
Industry Higher Education
Experience
Cornell Social Media Club August 2012 - Present
UBS May 2013 - September 2013
Caravel Media May 2012 - February 2013
Sonar Media, Inc. March 2012 - September 2012
Cornell Racing FSAE September 2011 - September 2012
Cornell Annual Fund September 2011 - September 2012
Nordstrom June 2012 - August 2012
Skills
Social Media, Entrepreneurship, Start-ups, Sales, Public Speaking, Data Analysis, Microsoft Office, Fundraising, Microsoft Excel, PowerPoint, Leadership, Social Media Marketing, Social Networking, Marketing, Microsoft Word, Facebook, Market Research
Education
Cornell University 2010 — 2013
Bachelor of Arts, Government and Philosophy
Actors Workshop of Ithaca
Acting
Syracuse University 2009 — 2010
Bachelor of Arts, Political Science
Cornell Social Media Club August 2012 - Present
UBS May 2013 - September 2013
Caravel Media May 2012 - February 2013
Sonar Media, Inc. March 2012 - September 2012
Cornell Racing FSAE September 2011 - September 2012
Cornell Annual Fund September 2011 - September 2012
Nordstrom June 2012 - August 2012
Skills
Social Media, Entrepreneurship, Start-ups, Sales, Public Speaking, Data Analysis, Microsoft Office, Fundraising, Microsoft Excel, PowerPoint, Leadership, Social Media Marketing, Social Networking, Marketing, Microsoft Word, Facebook, Market Research
Education
Cornell University 2010 — 2013
Bachelor of Arts, Government and Philosophy
Actors Workshop of Ithaca
Acting
Syracuse University 2009 — 2010
Bachelor of Arts, Political Science
Yong Bum Cho Yong Bum Cho's UBS Experience July 2012 - December 2013
Job Risk Analyst Lead at AIG
Industry Financial Services
Experience
AIG December 2013 - Present
Columbia University September 2008 - Present
UBS July 2012 - December 2013
UBS Investment Bank/ Sales and Trading June 2011 - August 2011
Samsung December 2006 - May 2008
Skills
Matlab, R, Data Modeling, Statistical Modeling, Time Series Analysis, Statistics, Monte Carlo Simulation, Quantitative Finance, LaTeX, Quantitative Analytics, Algorithms
Education
Columbia University in the City of New York 2008 — 2013
PhD candidate (expected Aug, 2013), statistics
Seoul National University 2001 — 2007
BS, Statistics and Economics
AIG December 2013 - Present
Columbia University September 2008 - Present
UBS July 2012 - December 2013
UBS Investment Bank/ Sales and Trading June 2011 - August 2011
Samsung December 2006 - May 2008
Skills
Matlab, R, Data Modeling, Statistical Modeling, Time Series Analysis, Statistics, Monte Carlo Simulation, Quantitative Finance, LaTeX, Quantitative Analytics, Algorithms
Education
Columbia University in the City of New York 2008 — 2013
PhD candidate (expected Aug, 2013), statistics
Seoul National University 2001 — 2007
BS, Statistics and Economics
Jerry N. Nielsen Jerry N. Nielsen's UBS Experience January 2003 - June 2005
Job Macintosh Internet Marketing Teacher
Industry Internet
Experience
iMarketOnMac July 2007 - Present
Educational Insights August 2006 - June 2007
Educational Insights, Inc. July 2005 - June 2006
UBS January 2003 - June 2005
Golfsmith January 2002 - January 2003
TECSoft April 1999 - December 2001
Apple Computer, Inc. March 1987 - June 1999
Skills
Team Building, Strategic Planning, Training, Product Development, Marketing, Sales, WordPress, Public Speaking, Management, Marketing Strategy, Strategic Partnerships, Email Marketing, Entrepreneurship, Web Marketing, Social Networking, E-commerce, Lead Generation, Salesforce.com, SEO, Product Marketing, Social Media Marketing
Education
Concordia University-Seward 1962 — 1965
BS, Education
iMarketOnMac July 2007 - Present
Educational Insights August 2006 - June 2007
Educational Insights, Inc. July 2005 - June 2006
UBS January 2003 - June 2005
Golfsmith January 2002 - January 2003
TECSoft April 1999 - December 2001
Apple Computer, Inc. March 1987 - June 1999
Skills
Team Building, Strategic Planning, Training, Product Development, Marketing, Sales, WordPress, Public Speaking, Management, Marketing Strategy, Strategic Partnerships, Email Marketing, Entrepreneurship, Web Marketing, Social Networking, E-commerce, Lead Generation, Salesforce.com, SEO, Product Marketing, Social Media Marketing
Education
Concordia University-Seward 1962 — 1965
BS, Education
Duane Mitchell Duane Mitchell's UBS Experience May 2009 - July 2009
Job Research Analyst at Vollero Beach Capital Partners
Industry Financial Services
Experience
Vollero Beach Capital Partners August 2015 - Present
Goldman Sachs July 2013 - July 2015
Goldman Sachs July 2011 - July 2013
Goldman Sachs June 2010 - August 2010
UBS May 2009 - July 2009
Guardian Asset Management July 2008 - August 2008
Skills
Trading, Wealth Management..., Bloomberg, Fixed Income, Valuation, Financial Modeling, Hedge Funds, Series 7, Derivatives, Investment Banking, Capital Markets, Bloomberg Terminal, Financial Analysis, Series 63, Private Equity, Economics, Securities, Investments, Equity Research, Corporate Finance
Education
Cornell University 2007 — 2011
BA, Economics
Vollero Beach Capital Partners August 2015 - Present
Goldman Sachs July 2013 - July 2015
Goldman Sachs July 2011 - July 2013
Goldman Sachs June 2010 - August 2010
UBS May 2009 - July 2009
Guardian Asset Management July 2008 - August 2008
Skills
Trading, Wealth Management..., Bloomberg, Fixed Income, Valuation, Financial Modeling, Hedge Funds, Series 7, Derivatives, Investment Banking, Capital Markets, Bloomberg Terminal, Financial Analysis, Series 63, Private Equity, Economics, Securities, Investments, Equity Research, Corporate Finance
Education
Cornell University 2007 — 2011
BA, Economics
Reginald cash Reginald cash's UBS Experience March 2007 - May 2010
Job Head of Investor Relations Americas at Deutsche Bank
Industry Financial Services
Experience
Markers January 2015 - Present
Deutsche Bank October 2010 - June 2014
UBS March 2007 - May 2010
Skills
Financial Modeling, Investor Relations, Investment Banking, Financial Analysis, Capital Markets, Valuation, Equities
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Science (BS), Economics
University School
University School
Markers January 2015 - Present
Deutsche Bank October 2010 - June 2014
UBS March 2007 - May 2010
Skills
Financial Modeling, Investor Relations, Investment Banking, Financial Analysis, Capital Markets, Valuation, Equities
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Science (BS), Economics
University School
University School
William Einstein, CRPC®'s UBS Experience August 2014 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2014 - Present
New Haven Open at Yale August 2013 - August 2013
UBS Wealth Management June 2013 - August 2013
UBS Financial Services Inc. February 2012 - May 2012
Education
Connecticut College 2010 — 2014
Bachelor of Science (BS), Economics
London School of Economics and Political Science
Summer Program, Leadership, Globalization, & Entrepreneurship
The Taft School 2006 — 2010
UBS August 2014 - Present
New Haven Open at Yale August 2013 - August 2013
UBS Wealth Management June 2013 - August 2013
UBS Financial Services Inc. February 2012 - May 2012
Education
Connecticut College 2010 — 2014
Bachelor of Science (BS), Economics
London School of Economics and Political Science
Summer Program, Leadership, Globalization, & Entrepreneurship
The Taft School 2006 — 2010
Beatriz Bouras Beatriz Bouras's UBS Experience May 2012 - May 2012
Job Executive Compensation Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2013
ESUN Mexico May 2011 - March 2013
Integra LifeSciences June 2012 - August 2012
UBS May 2012 - May 2012
UBWebbin LLC June 2010 - August 2010
Skills
Spanish, Microsoft Office, Access, Microsoft Excel, French, Halogen, PeopleSoft, Leadership, Management Consulting, Business Development, Human Resources, Organizational..., Management, Marketing, Talent Management, Social Media, Data Analysis, Research, PowerPoint, Public Speaking, Microsoft Word
Education
Cornell University 2010 — 2014
ILR, Labor and Industrial Relations, International Relations, Business, Junior
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2013
ESUN Mexico May 2011 - March 2013
Integra LifeSciences June 2012 - August 2012
UBS May 2012 - May 2012
UBWebbin LLC June 2010 - August 2010
Skills
Spanish, Microsoft Office, Access, Microsoft Excel, French, Halogen, PeopleSoft, Leadership, Management Consulting, Business Development, Human Resources, Organizational..., Management, Marketing, Talent Management, Social Media, Data Analysis, Research, PowerPoint, Public Speaking, Microsoft Word
Education
Cornell University 2010 — 2014
ILR, Labor and Industrial Relations, International Relations, Business, Junior
Tammy Winnie Tammy Winnie's UBS Experience 1999 - 2002
Job Sr. DirectorHR, US Morning Foods Division at Kellogg Company
Industry Food Production
Experience
Kellogg Company June 2015 - Present
Kellogg Company May 2012 - June 2015
Kellogg Company January 2014 - September 2014
Kellogg Company June 2008 - April 2012
Kellogg Company June 2004 - June 2008
Kellogg Company November 2003 - June 2004
Contract Consultants August 2002 - October 2003
UBS 1999 - 2002
MetLife 1996 - 1999
Skills
Talent Management, Organizational..., Employee Relations, Leadership, Career Development, Succession Planning, Workforce Planning, Employee Engagement, Change Management, Strategy, Organizational Design, HR Policies, Coaching, Performance Management, Deferred Compensation, Human Resources, Training, Talent Acquisition, Cross-functional Team..., Organizational..., Personnel Management, Onboarding, Recruiting, Program Management, Culture Change, Management
Education
Columbia University in the City of New York 1994 — 2005
MA, abd for Ph.D, Organizational Psychology
University of Michigan 1990 — 1992
BA, Psychology
Kellogg Company June 2015 - Present
Kellogg Company May 2012 - June 2015
Kellogg Company January 2014 - September 2014
Kellogg Company June 2008 - April 2012
Kellogg Company June 2004 - June 2008
Kellogg Company November 2003 - June 2004
Contract Consultants August 2002 - October 2003
UBS 1999 - 2002
MetLife 1996 - 1999
Skills
Talent Management, Organizational..., Employee Relations, Leadership, Career Development, Succession Planning, Workforce Planning, Employee Engagement, Change Management, Strategy, Organizational Design, HR Policies, Coaching, Performance Management, Deferred Compensation, Human Resources, Training, Talent Acquisition, Cross-functional Team..., Organizational..., Personnel Management, Onboarding, Recruiting, Program Management, Culture Change, Management
Education
Columbia University in the City of New York 1994 — 2005
MA, abd for Ph.D, Organizational Psychology
University of Michigan 1990 — 1992
BA, Psychology
Don Evans JD, CIMA's UBS Experience September 2001 - November 2007
Job Sales Executive, Managing Partner
Industry Investment Management
Experience
BIC Group January 2010 - September 2015
Virtus Investment Partners January 2008 - December 2009
UBS September 2001 - November 2007
UBS/PaineWebber June 1995 - September 2001
Ford Motor Company 1985 - 1995
Skills
Mutual Funds, Strategy, Equities, Securities, Alternative Investments, Asset Allocation, Wealth Management, Investments, Asset Management, Financial Services, Investment Advisory, Retirement Planning, Sales Management, Executive Management, Series 24
Education
Concord Law School - Kaplan University 2005 — 2009
EJD, Executive Juris Doctor
Harvard University 1986 — 1989
Non degree, Harvard Extension School
Le Moyne College 1979 — 1983
BA
BIC Group January 2010 - September 2015
Virtus Investment Partners January 2008 - December 2009
UBS September 2001 - November 2007
UBS/PaineWebber June 1995 - September 2001
Ford Motor Company 1985 - 1995
Skills
Mutual Funds, Strategy, Equities, Securities, Alternative Investments, Asset Allocation, Wealth Management, Investments, Asset Management, Financial Services, Investment Advisory, Retirement Planning, Sales Management, Executive Management, Series 24
Education
Concord Law School - Kaplan University 2005 — 2009
EJD, Executive Juris Doctor
Harvard University 1986 — 1989
Non degree, Harvard Extension School
Le Moyne College 1979 — 1983
BA
Grant Shumway's UBS Experience May 2012 - August 2012
Job Analyst at Eastdil Secured
Industry Real Estate
Experience
Eastdil Secured July 2014 - Present
George Smith Partners January 2013 - December 2013
UBS May 2012 - August 2012
Capstone Investments June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis, Data Analysis, Research, Public Speaking, Social Networking, Teamwork, Social Media Marketing, Real Estate, Marketing, Financial Modeling, Real Estate Development, Investments
Education
University of Southern California - Marshall School of Business 2012 — 2014
Bachelor's Degree, Business Administration, Finance & Business Economics, Real Estate Finance & Development
Cornell University 2011 — 2012
Applied Economics & Management, Finance, Real Estate
Eastdil Secured July 2014 - Present
George Smith Partners January 2013 - December 2013
UBS May 2012 - August 2012
Capstone Investments June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis, Data Analysis, Research, Public Speaking, Social Networking, Teamwork, Social Media Marketing, Real Estate, Marketing, Financial Modeling, Real Estate Development, Investments
Education
University of Southern California - Marshall School of Business 2012 — 2014
Bachelor's Degree, Business Administration, Finance & Business Economics, Real Estate Finance & Development
Cornell University 2011 — 2012
Applied Economics & Management, Finance, Real Estate
Julie Sitver's UBS Experience July 2013 - Present
Job Latin America Debt Capital Markets Analyst at UBS
Industry Banking
Experience
UBS July 2013 - Present
UBS Investment Bank June 2012 - August 2012
Andrew Davidson & Co June 2011 - August 2011
Cornell B.A.B.Y Lab August 2010 - May 2011
Education
Cornell University 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.97
Danish Institute for Study Abroad 2012 — 2012
Economics of Globalization
Weston High School 2005 — 2009
Diploma, 4.41
UBS July 2013 - Present
UBS Investment Bank June 2012 - August 2012
Andrew Davidson & Co June 2011 - August 2011
Cornell B.A.B.Y Lab August 2010 - May 2011
Education
Cornell University 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.97
Danish Institute for Study Abroad 2012 — 2012
Economics of Globalization
Weston High School 2005 — 2009
Diploma, 4.41
Bruce C Munster's UBS Experience 1999 - 2007
Job Managing Director Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch PBIG February 2015 - Present
Woodbury University September 2013 - Present
SRD Straitening Reigns January 2012 - Present
Morgan Stanley September 2007 - Present
Morgan Stanley Smith Barney 2007 - February 2015
California CEO Forum October 2010 - March 2012
UBS 1999 - 2007
Skills
Banking, Private Wealth..., Capital Markets, Wealth Management, Wealth Transfer, M&A experience, Estate Planning, Trading, High Net Worth..., IPO, Asset Allocation, Investments, Loans, Wealth Management..., Wealth, Mergers & Acquisitions, Asset Management, Corporate Finance, Entrepreneurship, Equities, Financial Advisory, Fixed Income, Portfolio Management, Investment Strategies, Real Estate, Middle Market, Financial Planners, Financial Planning
Education
Cornell University 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
Merrill Lynch PBIG February 2015 - Present
Woodbury University September 2013 - Present
SRD Straitening Reigns January 2012 - Present
Morgan Stanley September 2007 - Present
Morgan Stanley Smith Barney 2007 - February 2015
California CEO Forum October 2010 - March 2012
UBS 1999 - 2007
Skills
Banking, Private Wealth..., Capital Markets, Wealth Management, Wealth Transfer, M&A experience, Estate Planning, Trading, High Net Worth..., IPO, Asset Allocation, Investments, Loans, Wealth Management..., Wealth, Mergers & Acquisitions, Asset Management, Corporate Finance, Entrepreneurship, Equities, Financial Advisory, Fixed Income, Portfolio Management, Investment Strategies, Real Estate, Middle Market, Financial Planners, Financial Planning
Education
Cornell University 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
Chris Moeder, CFA's UBS Experience September 2002 - September 2003
Job Senior Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments June 2011 - June 2012
Fidelity Investments September 2008 - May 2011
Fidelity Investments October 2006 - August 2008
Fidelity Investments October 2003 - September 2006
UBS September 2002 - September 2003
The Boston Consulting Group 1999 - 2002
Accenture 1994 - 1997
Skills
Investments, Financial Modeling, Portfolio Management, Mutual Funds, Equities, Equity Research, Derivatives, Asset Allocation, Analysis, Options, Financial Services
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
1999, MBA
Cornell University 1990 — 1994
BS, Engineering
Fidelity Investments July 2013 - Present
Fidelity Investments June 2011 - June 2012
Fidelity Investments September 2008 - May 2011
Fidelity Investments October 2006 - August 2008
Fidelity Investments October 2003 - September 2006
UBS September 2002 - September 2003
The Boston Consulting Group 1999 - 2002
Accenture 1994 - 1997
Skills
Investments, Financial Modeling, Portfolio Management, Mutual Funds, Equities, Equity Research, Derivatives, Asset Allocation, Analysis, Options, Financial Services
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
1999, MBA
Cornell University 1990 — 1994
BS, Engineering
El-Shaffei Dada's UBS Experience March 2002 - February 2006
Job Director Technology Programme Management at Barclays Capital
Industry Financial Services
Experience
Barclays Investment Bank September 2012 - Present
Barclays Capital November 2009 - Present
UBS Investment Bank August 2009 - October 2009
UBS Investment Bank March 2006 - June 2009
UBS March 2002 - February 2006
UBS March 2000 - February 2002
UBS July 1997 - February 2000
Emerson Power Transmissions September 1995 - August 1996
Skills
Business Analysis, Equity Derivatives, Derivatives, Business Integration, Equities, Financial Risk, Analysis, Trading, Trading Systems, Capital Markets, Market Risk, FX Derivatives, Middle Office, Risk Management, Settlement, Interest Rate..., FX Options, Fixed Income, Electronic Trading, Prime Brokerage, Market Data, Commodity, Program Management, Strategic Planning, Financial Services, Options, Exotic Derivatives, Hedge Funds, Management, Credit Derivatives, Structured Products, Valuation, Financial Markets, Strategy, Financial Modeling, Investment Banking, Swaps, Finance, Product Control, Portfolio Management, Equity Trading
Education
Cornell University
BS, Mechanical Engineering
New York University - Leonard N. Stern School of Business
MBA, Management, Finance
Barclays Investment Bank September 2012 - Present
Barclays Capital November 2009 - Present
UBS Investment Bank August 2009 - October 2009
UBS Investment Bank March 2006 - June 2009
UBS March 2002 - February 2006
UBS March 2000 - February 2002
UBS July 1997 - February 2000
Emerson Power Transmissions September 1995 - August 1996
Skills
Business Analysis, Equity Derivatives, Derivatives, Business Integration, Equities, Financial Risk, Analysis, Trading, Trading Systems, Capital Markets, Market Risk, FX Derivatives, Middle Office, Risk Management, Settlement, Interest Rate..., FX Options, Fixed Income, Electronic Trading, Prime Brokerage, Market Data, Commodity, Program Management, Strategic Planning, Financial Services, Options, Exotic Derivatives, Hedge Funds, Management, Credit Derivatives, Structured Products, Valuation, Financial Markets, Strategy, Financial Modeling, Investment Banking, Swaps, Finance, Product Control, Portfolio Management, Equity Trading
Education
Cornell University
BS, Mechanical Engineering
New York University - Leonard N. Stern School of Business
MBA, Management, Finance
Robert Silver's UBS Experience May 2004 - 2013
Job Head of Central Funding Technology at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2013 - Present
UBS May 2004 - 2013
Deutsche Bank 2000 - 2004
Bankers Trust 1988 - 2000
Goldman Sachs 1985 - 1988
Exxon August 1980 - September 1985
Skills
Prime Brokerage, Fixed Income, Equities, Risk Management, Credit Risk, Derivatives, Collateral Management, Trading, FX Options, Financial Risk, Hedge Funds, Portfolio Management, Valuation, Market Risk, Asset Management, Financial Markets, Quantitative Analytics, Architecture, Dodd-Frank, Market Risk Management, Optimizations, Margin Management, New Product Development, OTC-CCP
Education
Columbia University 1997 — 1998
MBA
Polytechnic University (NYU) 1976 — 1980
MS, Engineering
Polytechnic University (NYU) 1976 — 1980
BS, Engineering
RBC Capital Markets July 2013 - Present
UBS May 2004 - 2013
Deutsche Bank 2000 - 2004
Bankers Trust 1988 - 2000
Goldman Sachs 1985 - 1988
Exxon August 1980 - September 1985
Skills
Prime Brokerage, Fixed Income, Equities, Risk Management, Credit Risk, Derivatives, Collateral Management, Trading, FX Options, Financial Risk, Hedge Funds, Portfolio Management, Valuation, Market Risk, Asset Management, Financial Markets, Quantitative Analytics, Architecture, Dodd-Frank, Market Risk Management, Optimizations, Margin Management, New Product Development, OTC-CCP
Education
Columbia University 1997 — 1998
MBA
Polytechnic University (NYU) 1976 — 1980
MS, Engineering
Polytechnic University (NYU) 1976 — 1980
BS, Engineering
Luke Horgan's UBS Experience March 2000 - October 2000
Job Lead Decision Science Analyst, Research and Development at USAA
Industry Information Technology and Services
Experience
USAA February 2015 - Present
USAA August 2014 - February 2015
M4 Solutions July 2013 - February 2015
HBO November 2010 - December 2012
KPMG March 2010 - October 2010
HSBC August 2007 - August 2008
Bear Stearns May 2003 - April 2007
ManpowerGroup February 2001 - September 2002
SpiderFuel.com 1999 - February 2001
UBS March 2000 - October 2000
Skills
Business Analysis, Project Management, Finance, Project Plans, Visio, Fixed Income, SDLC, Vendor Management, Technical Requirements, Risk Management, Requirements Analysis, Process Improvement, Software Documentation, Management, Analysis, Strategy, Business Intelligence, Leadership, Agile Methodologies
Education
Mercy College 2000 — 2002
Masters
University of Maryland University College 1996 — 1999
Bachelors
University of Maryland University College 1996 — 1999
Associates of Applied Science
Community College of the Air Force 1996 — 1998
Associate of Arts
USAA February 2015 - Present
USAA August 2014 - February 2015
M4 Solutions July 2013 - February 2015
HBO November 2010 - December 2012
KPMG March 2010 - October 2010
HSBC August 2007 - August 2008
Bear Stearns May 2003 - April 2007
ManpowerGroup February 2001 - September 2002
SpiderFuel.com 1999 - February 2001
UBS March 2000 - October 2000
Skills
Business Analysis, Project Management, Finance, Project Plans, Visio, Fixed Income, SDLC, Vendor Management, Technical Requirements, Risk Management, Requirements Analysis, Process Improvement, Software Documentation, Management, Analysis, Strategy, Business Intelligence, Leadership, Agile Methodologies
Education
Mercy College 2000 — 2002
Masters
University of Maryland University College 1996 — 1999
Bachelors
University of Maryland University College 1996 — 1999
Associates of Applied Science
Community College of the Air Force 1996 — 1998
Associate of Arts
Irina Rivkind's UBS Experience October 2006 - March 2010
Job Equity Research Analyst at Mizuho
Industry Pharmaceuticals
Experience
Mizuho July 2015 - Present
Cantor Fitzgerald October 2011 - July 2015
Duncan-Williams, Inc. March 2010 - November 2011
UBS October 2006 - March 2010
Forest Laboratories 2001 - 2006
Skills
Equity Research, Equities, Valuation, Healthcare, Bloomberg, Private Equity, Mergers & Acquisitions, Capital Markets, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA
University of Maryland Baltimore 1999 — 2000
MS, Epidemiology and Preventive Medicine
Cornell University 1992 — 1996
BA, Biology
Mizuho July 2015 - Present
Cantor Fitzgerald October 2011 - July 2015
Duncan-Williams, Inc. March 2010 - November 2011
UBS October 2006 - March 2010
Forest Laboratories 2001 - 2006
Skills
Equity Research, Equities, Valuation, Healthcare, Bloomberg, Private Equity, Mergers & Acquisitions, Capital Markets, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA
University of Maryland Baltimore 1999 — 2000
MS, Epidemiology and Preventive Medicine
Cornell University 1992 — 1996
BA, Biology
Thomas Marble, ITIL v3's UBS Experience June 2015 - Present
Job IT Management Professional
Industry Information Technology and Services
Experience
UBS June 2015 - Present
Comdata February 2014 - April 2015
Emdeon 2008 - 2013
Emdeon 2001 - 2008
Modis April 2000 - September 2001
Emory Healthcare September 1998 - March 2000
North Kansas City Hospital March 1997 - September 1998
Cerner Corporation March 1995 - March 1997
United States Air Force 1991 - 1997
Logicon August 1990 - March 1995
Skills
Process Improvement, Training, Program Management, Healthcare, Security Clearance, Vendor Management, System Administration, ITIL, Disaster Recovery, Software Documentation, Network Security, Testing, Data Center, Visio, Servers, System Architecture, Technical Support, Troubleshooting, Management, Project Management, IT Management, Telecommunications, Leadership, Change Management, Unix, Windows Server, MS Project, Microsoft SQL Server, Integration, Security, Network Administration, SDLC, IT Service Management, Windows, Oracle, SharePoint, Solaris, Business Analysis, Networking, Requirements Analysis, Healthcare Information..., Quality Assurance, Team Building
Education
New Horizons
Project Management Professional (PMP) Certification Prep 5th edition
New Horizons
ITIL Foundations Certified
Georgia Institute of Technology
IT Project Management
Community College of the Air Force
Computer Systems Networking and Telecommunications
Community College of the Air Force
Military Intelligence
Mynderse Academy
UBS June 2015 - Present
Comdata February 2014 - April 2015
Emdeon 2008 - 2013
Emdeon 2001 - 2008
Modis April 2000 - September 2001
Emory Healthcare September 1998 - March 2000
North Kansas City Hospital March 1997 - September 1998
Cerner Corporation March 1995 - March 1997
United States Air Force 1991 - 1997
Logicon August 1990 - March 1995
Skills
Process Improvement, Training, Program Management, Healthcare, Security Clearance, Vendor Management, System Administration, ITIL, Disaster Recovery, Software Documentation, Network Security, Testing, Data Center, Visio, Servers, System Architecture, Technical Support, Troubleshooting, Management, Project Management, IT Management, Telecommunications, Leadership, Change Management, Unix, Windows Server, MS Project, Microsoft SQL Server, Integration, Security, Network Administration, SDLC, IT Service Management, Windows, Oracle, SharePoint, Solaris, Business Analysis, Networking, Requirements Analysis, Healthcare Information..., Quality Assurance, Team Building
Education
New Horizons
Project Management Professional (PMP) Certification Prep 5th edition
New Horizons
ITIL Foundations Certified
Georgia Institute of Technology
IT Project Management
Community College of the Air Force
Computer Systems Networking and Telecommunications
Community College of the Air Force
Military Intelligence
Mynderse Academy
Adam Cohen's UBS Experience March 2004 - March 2008
Job Managing Director, Global Head of Institutional Sales, Prime Services
Industry Investment Banking
Experience
Société Générale November 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers March 2008 - September 2008
UBS March 2004 - March 2008
Goldman Sachs April 1999 - March 2004
goldman 1999 - 2004
Skills
Prime Brokerage, Capital Markets, Electronic Trading, Futures, Equities, Derivatives, Fixed Income, Clearing, Trading, ETFs, Equity Derivatives, FX Options, Middle Office, Swaps, Market Data, Commodity, Financial Markets, Hedge Funds
Education
Cornell University 1990 — 1993
Bachelor of Science (B.S.), Human Development and Family Studies, General
Stuyvesant
Mathematics and Computer Science
Société Générale November 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers March 2008 - September 2008
UBS March 2004 - March 2008
Goldman Sachs April 1999 - March 2004
goldman 1999 - 2004
Skills
Prime Brokerage, Capital Markets, Electronic Trading, Futures, Equities, Derivatives, Fixed Income, Clearing, Trading, ETFs, Equity Derivatives, FX Options, Middle Office, Swaps, Market Data, Commodity, Financial Markets, Hedge Funds
Education
Cornell University 1990 — 1993
Bachelor of Science (B.S.), Human Development and Family Studies, General
Stuyvesant
Mathematics and Computer Science
Sandeep Varma, CFA's UBS Experience August 2006 - May 2007
Job Analyst at Herring Creek Capital
Industry Financial Services
Experience
Herring Creek Capital February 2013 - Present
Credit Suisse November 2008 - February 2013
Lehman Brothers/Barclays Capital May 2007 - November 2008
UBS August 2006 - May 2007
Syncsort June 2004 - August 2006
Skills
Tableau, VBA, Excel, SQL, Oracle, SQL Server, Unix, Perl
Education
Cornell University 2003 — 2004
Masters in Engineering, Computer Science
Mumbai University 1999 — 2003
Bachelor of Engineering, Computer Science/Information Technology
Herring Creek Capital February 2013 - Present
Credit Suisse November 2008 - February 2013
Lehman Brothers/Barclays Capital May 2007 - November 2008
UBS August 2006 - May 2007
Syncsort June 2004 - August 2006
Skills
Tableau, VBA, Excel, SQL, Oracle, SQL Server, Unix, Perl
Education
Cornell University 2003 — 2004
Masters in Engineering, Computer Science
Mumbai University 1999 — 2003
Bachelor of Engineering, Computer Science/Information Technology
John Lombardo's UBS Experience 2000 - 2010
Job Director, Program Management at CSC
Industry Information Technology and Services
Experience
CSC October 2010 - Present
Bushi Ban Martial Arts & Fitness October 2010 - Present
UBS 2000 - 2010
Perot Systems 1996 - 2000
O'Connor & Associates 1989 - 1996
USAF October 1984 - October 1988
Skills
Vendor Management, Martial Arts, Fitness, ITIL, MMA, Data Center, Program Management, Project Management, Infrastructure, 2nd Degree Black Belt,..., Certified Instructor -..., Certified MMA Fitness..., Go-Kyu - Yamanni Ryu..., PMO, IT Management, IT Service Management, Security, Integration, Service Delivery, IT Operations, Outsourcing, PMP, Disaster Recovery, Enterprise Architecture, Business Continuity, Project Portfolio..., IT Outsourcing, Incident Management, Project Delivery, Information Technology, SDLC, Governance
Education
New York University - School of Continuing Education 1992 — 1994
Certificate, Telecommunications Systems Analysis
Community College of the Air Force 1984 — 1988
Certificate, Telecommunications
Benjamin N. Cardozo HS 1981 — 1984
CSC October 2010 - Present
Bushi Ban Martial Arts & Fitness October 2010 - Present
UBS 2000 - 2010
Perot Systems 1996 - 2000
O'Connor & Associates 1989 - 1996
USAF October 1984 - October 1988
Skills
Vendor Management, Martial Arts, Fitness, ITIL, MMA, Data Center, Program Management, Project Management, Infrastructure, 2nd Degree Black Belt,..., Certified Instructor -..., Certified MMA Fitness..., Go-Kyu - Yamanni Ryu..., PMO, IT Management, IT Service Management, Security, Integration, Service Delivery, IT Operations, Outsourcing, PMP, Disaster Recovery, Enterprise Architecture, Business Continuity, Project Portfolio..., IT Outsourcing, Incident Management, Project Delivery, Information Technology, SDLC, Governance
Education
New York University - School of Continuing Education 1992 — 1994
Certificate, Telecommunications Systems Analysis
Community College of the Air Force 1984 — 1988
Certificate, Telecommunications
Benjamin N. Cardozo HS 1981 — 1984
Teddy Greenspan's UBS Experience 2005 - 2006
Job at
Industry Financial Services
Experience
Jefferies LLC April 2011 - Present
Jefferies & Company January 2010 - Present
Knight Capital Group July 2007 - January 2010
UBS 2005 - 2006
Mariner Investment Group 2004 - 2005
Morgan Stanley 2002 - 2004
Lehman Brothers April 1996 - March 2002
Education
Connecticut College 1988 — 1992
BA and BS, Art History, Government
Pikesville HS 1984 — 1988
Jefferies LLC April 2011 - Present
Jefferies & Company January 2010 - Present
Knight Capital Group July 2007 - January 2010
UBS 2005 - 2006
Mariner Investment Group 2004 - 2005
Morgan Stanley 2002 - 2004
Lehman Brothers April 1996 - March 2002
Education
Connecticut College 1988 — 1992
BA and BS, Art History, Government
Pikesville HS 1984 — 1988
Ethan Auerbach's UBS Experience June 2002 - January 2004
Job BlueMountain Capital Management
Industry Investment Management
Experience
BlueMountain Capital Management September 2008 - Present
Marathon Asset Management June 2006 - September 2008
Goldman, Sachs & Co. March 2004 - June 2006
UBS June 2002 - January 2004
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Capital Markets, Special Situations, Asset Managment, High Yield, Financial Modeling, Private Equity, Valuation, Derivatives, Investments
Education
Cornell University 1998 — 2002
BS, Computer Science, Economics
BlueMountain Capital Management September 2008 - Present
Marathon Asset Management June 2006 - September 2008
Goldman, Sachs & Co. March 2004 - June 2006
UBS June 2002 - January 2004
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Capital Markets, Special Situations, Asset Managment, High Yield, Financial Modeling, Private Equity, Valuation, Derivatives, Investments
Education
Cornell University 1998 — 2002
BS, Computer Science, Economics
Vegan Aharonian's UBS Experience 2002 - 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
United Nations 2007 - Present
UBS Investment Bank 2002 - 2007
UBS 2002 - 2007
Skills
Access, Databases, SQL, Business Analysis, Microsoft SQL Server, XML, .NET, Software Development
Education
Columbia University in the City of New York
Moscow State University of Railway Engineering 1982 — 1987
MS, Computer Engineeing
United Nations 2007 - Present
UBS Investment Bank 2002 - 2007
UBS 2002 - 2007
Skills
Access, Databases, SQL, Business Analysis, Microsoft SQL Server, XML, .NET, Software Development
Education
Columbia University in the City of New York
Moscow State University of Railway Engineering 1982 — 1987
MS, Computer Engineeing
Scot Lynch's UBS Experience April 1997 - October 2006
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley November 2006 - Present
UBS April 1997 - October 2006
Popkin Software August 1994 - April 1997
US Navy April 1982 - April 1988
Education
Columbia University in the City of New York 1989 — 1994
Bachelor's degree, Comparative Literature
Fordham University 1989 — 1990
Morgan Stanley November 2006 - Present
UBS April 1997 - October 2006
Popkin Software August 1994 - April 1997
US Navy April 1982 - April 1988
Education
Columbia University in the City of New York 1989 — 1994
Bachelor's degree, Comparative Literature
Fordham University 1989 — 1990
Winston Xie's UBS Experience 2008 - 2010
Job Vice President of Financial Engineering at Reval
Industry Financial Services
Experience
Reval 2010 - Present
UBS 2008 - 2010
Morgan Stanley 2006 - 2008
Principia Partners, LLC 1998 - 2006
SunGard Data Systems, Inc. 1998 - 1998
Renaissance Software 1997 - 1998
UC Santa Cruz 1994 - 1997
University of Minnesota 1991 - 1994
Skills
Financial Engineering, Qualitative Research, Team Leadership, Options Pricing, Market Risk, Credit Risk, Interest Rate..., Equity Derivatives, Credit Derivatives, Commodities, Statistical Modeling, Time Series Analysis, Numerical Analysis, Monte Carlo Simulation, Application Design, C++, Java, Matlab, Excel, VBA, R, Teaching, Academic, Hedging, Software Design, Trading, Swaps, Market Data, Microsoft Excel
Education
The University of British Columbia 1988 — 1991
PhD, Mathematics
Columbia University in the City of New York 1987 — 1988
PhD program, Applied Physics
Fudan University 1985 — 1987
PhD program, Mathematics
Fudan University 1982 — 1985
M.S., Mechanical Engineering
Sun Yat-Sen University 1978 — 1982
B.S., Mechanical Engineering
Reval 2010 - Present
UBS 2008 - 2010
Morgan Stanley 2006 - 2008
Principia Partners, LLC 1998 - 2006
SunGard Data Systems, Inc. 1998 - 1998
Renaissance Software 1997 - 1998
UC Santa Cruz 1994 - 1997
University of Minnesota 1991 - 1994
Skills
Financial Engineering, Qualitative Research, Team Leadership, Options Pricing, Market Risk, Credit Risk, Interest Rate..., Equity Derivatives, Credit Derivatives, Commodities, Statistical Modeling, Time Series Analysis, Numerical Analysis, Monte Carlo Simulation, Application Design, C++, Java, Matlab, Excel, VBA, R, Teaching, Academic, Hedging, Software Design, Trading, Swaps, Market Data, Microsoft Excel
Education
The University of British Columbia 1988 — 1991
PhD, Mathematics
Columbia University in the City of New York 1987 — 1988
PhD program, Applied Physics
Fudan University 1985 — 1987
PhD program, Mathematics
Fudan University 1982 — 1985
M.S., Mechanical Engineering
Sun Yat-Sen University 1978 — 1982
B.S., Mechanical Engineering
Michael Shing's UBS Experience 2006 - 2007
Job Investment Securities Professional
Industry Banking
Experience
Federal Reserve Bank of San Francisco January 2013 - Present
Federal Reserve Bank of New York June 2009 - December 2012
Merrill Lynch April 2008 - June 2009
UBS 2006 - 2007
The Winter Group 2003 - 2006
Skills
Mortgage, Valuation, CMBS, Real Estate Finance, Structuring, Structured Finance, Loans, Securitization, Financial Structuring, Mortgage Lending, MBS, CDO, Capital Markets, ABS, Financial Modeling, Financial Risk, Investments
Education
Cornell University 1999 — 2003
Federal Reserve Bank of San Francisco January 2013 - Present
Federal Reserve Bank of New York June 2009 - December 2012
Merrill Lynch April 2008 - June 2009
UBS 2006 - 2007
The Winter Group 2003 - 2006
Skills
Mortgage, Valuation, CMBS, Real Estate Finance, Structuring, Structured Finance, Loans, Securitization, Financial Structuring, Mortgage Lending, MBS, CDO, Capital Markets, ABS, Financial Modeling, Financial Risk, Investments
Education
Cornell University 1999 — 2003
Sandra Dorsey's UBS Experience March 2011 - Present
Job Director at UBS
Industry Human Resources
Experience
UBS March 2011 - Present
Credit Suisse 2010 - 2010
JPMorgan Chase May 2008 - September 2009
JPMorgan Chase June 1989 - March 2008
JPMorgan Chase 2001 - 2005
JPMorgan Chase 1996 - 2001
Skills
Instructional Design, Talent Management, Vendor Management, Career Development, Change Management, Coaching, Organizational..., Leadership Development, Employee Engagement, Recruiting, Team Building, Workshop Facilitation, Project Management
Education
Nyack College 1997 — 1999
Bachelor's of Science, Organizational Managment
Cornell University 1991 — 1994
Certificates, Business Management
UBS March 2011 - Present
Credit Suisse 2010 - 2010
JPMorgan Chase May 2008 - September 2009
JPMorgan Chase June 1989 - March 2008
JPMorgan Chase 2001 - 2005
JPMorgan Chase 1996 - 2001
Skills
Instructional Design, Talent Management, Vendor Management, Career Development, Change Management, Coaching, Organizational..., Leadership Development, Employee Engagement, Recruiting, Team Building, Workshop Facilitation, Project Management
Education
Nyack College 1997 — 1999
Bachelor's of Science, Organizational Managment
Cornell University 1991 — 1994
Certificates, Business Management
Gilles Mulard's UBS Experience June 2005 - Present
Job FINANCIAL ADVISOR at UBS
Industry Financial Services
Brandon Butcher's UBS Experience 2001 - 2003
Job Tax Manager at Emerge Energy Services LP
Industry Accounting
Experience
Emerge Energy Services LP June 2015 - Present
AGC America, Inc. December 2011 - June 2015
Crowe Chizek July 2008 - December 2011
Brady Ware 2006 - 2008
Execu-Clean 2003 - 2006
UBS 2001 - 2003
Skills
Accounting, Tax, Auditing, Financial Analysis, Property Tax, Sales & Use Tax, VAT, GST, HST, Canadian Tax, Tax Credits, New Markets Tax Credits, OneSource, Corporate Tax, Partnership Taxation, Tax Accounting, Tax Research
Education
Columbus State 2003 — 2005
Accounting Concentration, Accounting
The Ohio State University 2000 — 2003
BA, Psychology
Emerge Energy Services LP June 2015 - Present
AGC America, Inc. December 2011 - June 2015
Crowe Chizek July 2008 - December 2011
Brady Ware 2006 - 2008
Execu-Clean 2003 - 2006
UBS 2001 - 2003
Skills
Accounting, Tax, Auditing, Financial Analysis, Property Tax, Sales & Use Tax, VAT, GST, HST, Canadian Tax, Tax Credits, New Markets Tax Credits, OneSource, Corporate Tax, Partnership Taxation, Tax Accounting, Tax Research
Education
Columbus State 2003 — 2005
Accounting Concentration, Accounting
The Ohio State University 2000 — 2003
BA, Psychology
Yash Mathur's UBS Experience June 2009 - July 2009
Job Analyst at Jefferies LLC
Industry Banking
Experience
Jefferies LLC March 2014 - Present
FTI Consulting June 2012 - March 2014
Morgan Stanley June 2010 - May 2012
UBS June 2009 - July 2009
Skills
Corporate Finance, Financial Modeling, Regulatory Strategy, Restructuring, Financial Regulation, Project Management, Credit Risk, Equities, Hedge Funds, Capital Markets, Due Diligence, Risk Management, Valuation, Credit, Strategy
Education
Cornell University 2006 — 2010
Bachelor of Science, Applied Economics and Management
Stonewall Jackson 2004 — 2006
High School, International Baccalaureate
Jefferies LLC March 2014 - Present
FTI Consulting June 2012 - March 2014
Morgan Stanley June 2010 - May 2012
UBS June 2009 - July 2009
Skills
Corporate Finance, Financial Modeling, Regulatory Strategy, Restructuring, Financial Regulation, Project Management, Credit Risk, Equities, Hedge Funds, Capital Markets, Due Diligence, Risk Management, Valuation, Credit, Strategy
Education
Cornell University 2006 — 2010
Bachelor of Science, Applied Economics and Management
Stonewall Jackson 2004 — 2006
High School, International Baccalaureate
Gabriel de Corral's UBS Experience June 2006 - September 2006
Job Associate at Davis Polk & Wardwell LLP
Industry Law Practice
Experience
Davis Polk & Wardwell LLP November 2012 - Present
Davis Polk & Wardwell LLP May 2011 - August 2011
McConnell Valdes June 2010 - August 2010
Lehman Brothers October 2006 - March 2008
UBS June 2006 - September 2006
Banco Popular June 2005 - August 2005
Education
Cornell Law School 2009 — 2012
J.D., cum laude
University of Pennsylvania 2007 — 2008
Master's
Harvard University 2002 — 2006
BA
Davis Polk & Wardwell LLP November 2012 - Present
Davis Polk & Wardwell LLP May 2011 - August 2011
McConnell Valdes June 2010 - August 2010
Lehman Brothers October 2006 - March 2008
UBS June 2006 - September 2006
Banco Popular June 2005 - August 2005
Education
Cornell Law School 2009 — 2012
J.D., cum laude
University of Pennsylvania 2007 — 2008
Master's
Harvard University 2002 — 2006
BA
Sandra Song's UBS Experience 2006 - 2009
Job Program and Project Management Professional
Industry Financial Services
Experience
Goldman Sachs 2010 - Present
Barclays Capital 2009 - 2010
UBS 2006 - 2009
UBS 1999 - 2009
UBS 2005 - 2006
UBS 2001 - 2005
PaineWebber / UBS Investment Bank 1999 - 2001
Merrill Lynch 1998 - 1999
Charles River Consultants, Inc. 1996 - 1998
Charles River Consultants, Inc. 1995 - 1996
Skills
Program Management..., Program Management, Project Management, Change Management, Outsourcing and..., IT Governance, Infrastructure Services..., Financial Budgets..., Application and Desktop..., Software Release..., Operational Risk, Outsourcing, PMO, Management, Governance, Software Project..., Process Improvement, SDLC, Software Lifecycle, Risk Management, Offshoring, Budgets, Vendor Management, Business Analysis, Project Portfolio..., Business Transformation, Business Process..., Leadership, Financial Services, Business Requirements, PMP, IT Strategy, IT Management, Project Delivery, ITIL, Requirements Gathering, Stakeholder Management
Education
Cornell University
Bachelors
Cornell University
Bachelor of Arts (B.A.)
Goldman Sachs 2010 - Present
Barclays Capital 2009 - 2010
UBS 2006 - 2009
UBS 1999 - 2009
UBS 2005 - 2006
UBS 2001 - 2005
PaineWebber / UBS Investment Bank 1999 - 2001
Merrill Lynch 1998 - 1999
Charles River Consultants, Inc. 1996 - 1998
Charles River Consultants, Inc. 1995 - 1996
Skills
Program Management..., Program Management, Project Management, Change Management, Outsourcing and..., IT Governance, Infrastructure Services..., Financial Budgets..., Application and Desktop..., Software Release..., Operational Risk, Outsourcing, PMO, Management, Governance, Software Project..., Process Improvement, SDLC, Software Lifecycle, Risk Management, Offshoring, Budgets, Vendor Management, Business Analysis, Project Portfolio..., Business Transformation, Business Process..., Leadership, Financial Services, Business Requirements, PMP, IT Strategy, IT Management, Project Delivery, ITIL, Requirements Gathering, Stakeholder Management
Education
Cornell University
Bachelors
Cornell University
Bachelor of Arts (B.A.)
Arlene Moretz's UBS Experience April 2005 - Present
Job President at Moretz & Associates
Industry Financial Services
Experience
Moretz & Associates June 2008 - Present
UBS April 2005 - Present
Skills
Series 63, Uniform Combined State..., Series 7, Wealth Management, Mutual Funds, Securities, FINRA, Asset Allocation, Investment Advisory, Series 65, Retirement Planning, 401k Rollovers, Wealth Management..., Series 24
Education
Connecticut College 1962 — 1966
BA, Art, English
The Lenox School 1958 — 1962
College Prep
Moretz & Associates June 2008 - Present
UBS April 2005 - Present
Skills
Series 63, Uniform Combined State..., Series 7, Wealth Management, Mutual Funds, Securities, FINRA, Asset Allocation, Investment Advisory, Series 65, Retirement Planning, 401k Rollovers, Wealth Management..., Series 24
Education
Connecticut College 1962 — 1966
BA, Art, English
The Lenox School 1958 — 1962
College Prep
Lynn Maaske's UBS Experience May 2005 - April 2009
Job Wealth Management Advisor at U.S. Bank
Industry Investment Management
Experience
U.S. Bank September 2012 - Present
US Trust July 2010 - June 2012
US Bancorp Investments and Insurance June 2009 - July 2010
UBS May 2005 - April 2009
Piper Jaffray 2005 - 2006
Investors Management Group August 2003 - April 2005
Wells Fargo October 1993 - August 2003
Wells Fargo Bank 1993 - 2003
Wells Fargo 1993 - 2003
City of Altoona, IA 1987 - 1989
Skills
Wealth Management, Investments, Asset Allocation, Finance, Portfolio Management, Retirement Planning, Investment Advisory, Asset Management, Alternative Investments, Wealth Management..., Equities, Fixed Income, Investment Management
Education
Cornell College 1973 — 1977
BSS, Economics & Sociology
Mount Vernon High School 1970 — 1973
U.S. Bank September 2012 - Present
US Trust July 2010 - June 2012
US Bancorp Investments and Insurance June 2009 - July 2010
UBS May 2005 - April 2009
Piper Jaffray 2005 - 2006
Investors Management Group August 2003 - April 2005
Wells Fargo October 1993 - August 2003
Wells Fargo Bank 1993 - 2003
Wells Fargo 1993 - 2003
City of Altoona, IA 1987 - 1989
Skills
Wealth Management, Investments, Asset Allocation, Finance, Portfolio Management, Retirement Planning, Investment Advisory, Asset Management, Alternative Investments, Wealth Management..., Equities, Fixed Income, Investment Management
Education
Cornell College 1973 — 1977
BSS, Economics & Sociology
Mount Vernon High School 1970 — 1973
Jarrod Schwartz's UBS Experience January 2009 - February 2012
Job Division Vice President HR, Worldwide Sales and Marketing at ADP
Industry Human Resources
Experience
ADP March 2015 - Present
Hewlett-Packard July 2013 - March 2015
Hewlett-Packard February 2012 - July 2013
UBS January 2009 - February 2012
IBM June 2007 - December 2008
IBM June 2005 - June 2007
IBM June 2003 - June 2005
IBM September 1999 - May 2003
Ingersoll-Rand Company May 1997 - August 1999
Education
Cornell University
BS, Industrial and Labor Relations
New York University - Leonard N. Stern School of Business
MBA, General Management
ADP March 2015 - Present
Hewlett-Packard July 2013 - March 2015
Hewlett-Packard February 2012 - July 2013
UBS January 2009 - February 2012
IBM June 2007 - December 2008
IBM June 2005 - June 2007
IBM June 2003 - June 2005
IBM September 1999 - May 2003
Ingersoll-Rand Company May 1997 - August 1999
Education
Cornell University
BS, Industrial and Labor Relations
New York University - Leonard N. Stern School of Business
MBA, General Management
Jeremy Freyer's UBS Experience February 2012 - March 2014
Job Vice President Deutsche Bank / Hanover St Special Situations Group
Industry Real Estate
Experience
UBS February 2012 - March 2014
UBS Investment Bank February 2007 - February 2012
Moodys Investor Services February 2005 - February 2007
Parsons Brinckerhoff May 2003 - February 2005
Skills
Commercial Real Estate, CMBS Trading, Asset Management, Real Estate Financing, Commercial Real Estate..., Commercial Real Estate..., Fixed Income Portfolio..., Commercial Real Estate..., Fixed Income Analysis, Commercial Leasing, Construction Management, Credit, CMBS, Investment Properties, Due Diligence
Education
Cornell University 1999 — 2003
BS, Civil Engineering
Red Lion Area High School
UBS February 2012 - March 2014
UBS Investment Bank February 2007 - February 2012
Moodys Investor Services February 2005 - February 2007
Parsons Brinckerhoff May 2003 - February 2005
Skills
Commercial Real Estate, CMBS Trading, Asset Management, Real Estate Financing, Commercial Real Estate..., Commercial Real Estate..., Fixed Income Portfolio..., Commercial Real Estate..., Fixed Income Analysis, Commercial Leasing, Construction Management, Credit, CMBS, Investment Properties, Due Diligence
Education
Cornell University 1999 — 2003
BS, Civil Engineering
Red Lion Area High School
Howard Ehrlich's UBS Experience March 2004 - March 2006
Job Sr. Claims Officer Accident & Health Claims
Industry Financial Services
Experience
Liberty Mutual Insurance January 2014 - Present
AXIS Accident & Health March 2013 - December 2013
AXIS Accident and Health July 2009 - December 2013
OneBeacon Insurance March 2009 - July 2009
Lincoln Financial Distributors April 2006 - February 2009
UBS March 2004 - March 2006
UBS April 2002 - March 2004
Dewey & LeBoeuf LLP September 1997 - April 2002
Skills
Claim, Claims Management, Financial Risk, Financial Services, Health Insurance, Insurance, Liability, Life Insurance, Management, Property, Reinsurance
Education
Seton Hall University School of Law 1993 — 1997
JD (magna cum laude)
Seton Hall University 1989 — 1992
MBA, Finance
Cornell University 1984 — 1988
BS, Applied Economics and Business Management
Liberty Mutual Insurance January 2014 - Present
AXIS Accident & Health March 2013 - December 2013
AXIS Accident and Health July 2009 - December 2013
OneBeacon Insurance March 2009 - July 2009
Lincoln Financial Distributors April 2006 - February 2009
UBS March 2004 - March 2006
UBS April 2002 - March 2004
Dewey & LeBoeuf LLP September 1997 - April 2002
Skills
Claim, Claims Management, Financial Risk, Financial Services, Health Insurance, Insurance, Liability, Life Insurance, Management, Property, Reinsurance
Education
Seton Hall University School of Law 1993 — 1997
JD (magna cum laude)
Seton Hall University 1989 — 1992
MBA, Finance
Cornell University 1984 — 1988
BS, Applied Economics and Business Management
Bob Ascher's UBS Experience October 2006 - May 2009
Job Senior Relationship Manager at ADM Investor Services
Industry Financial Services
Experience
ADM Investor Services March 2015 - Present
Jefferies Bache, LLC May 2009 - March 2015
UBS October 2006 - May 2009
ABN AMRO Inc 2001 - 2006
Merrill Lynch 1969 - 2001
Skills
Trading, Hedge Funds, Commodity, Options, Technical Analysis, Financial Markets, Securities, Financial Risk, Hedging, Trading Strategies, Investments, Alternative Investments, Electronic Trading, Equities, Bloomberg, Commodity Risk..., Brokerage, Financial Services, Commodity Markets, Series 7
Education
Cornell University 1967 — 1969
B.S., Agricultural Economics
ADM Investor Services March 2015 - Present
Jefferies Bache, LLC May 2009 - March 2015
UBS October 2006 - May 2009
ABN AMRO Inc 2001 - 2006
Merrill Lynch 1969 - 2001
Skills
Trading, Hedge Funds, Commodity, Options, Technical Analysis, Financial Markets, Securities, Financial Risk, Hedging, Trading Strategies, Investments, Alternative Investments, Electronic Trading, Equities, Bloomberg, Commodity Risk..., Brokerage, Financial Services, Commodity Markets, Series 7
Education
Cornell University 1967 — 1969
B.S., Agricultural Economics
Allison Worthington's UBS Experience 2003 - 2004
Job Principal at The Prince Houston Group
Industry Staffing and Recruiting
Experience
The Prince Houston Group April 2007 - Present
PrinceGoldsmith 2007 - 2009
Sextant Search Partners 2004 - 2007
UBS 2003 - 2004
Skills
Asset Management, Alternative Investments, Investment Banking, Trading, Investments, Portfolio Management, Asset Managment, Hedge Funds, Equities, Private Equity, Bloomberg, Investment Strategies, Capital Markets, Due Diligence, Investment Management, Financial Services, Risk Management, Fixed Income, Asset Allocation, Executive Search, Finance
Education
Cornell University 1999 — 2003
BS, Human Development and Family Studies, General
The Prince Houston Group April 2007 - Present
PrinceGoldsmith 2007 - 2009
Sextant Search Partners 2004 - 2007
UBS 2003 - 2004
Skills
Asset Management, Alternative Investments, Investment Banking, Trading, Investments, Portfolio Management, Asset Managment, Hedge Funds, Equities, Private Equity, Bloomberg, Investment Strategies, Capital Markets, Due Diligence, Investment Management, Financial Services, Risk Management, Fixed Income, Asset Allocation, Executive Search, Finance
Education
Cornell University 1999 — 2003
BS, Human Development and Family Studies, General
Gabriel Feghali's UBS Experience August 2006 - May 2008
Job Vice President at AQR Capital
Industry Investment Management
Experience
AQR Capital Management July 2012 - Present
PlaNet Finance July 2008 - June 2010
UBS August 2006 - May 2008
Credit Suisse June 2005 - August 2006
Skills
Emerging Markets, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Economics, Investments, Financial Analysis, Due Diligence, Asset Managment, Microfinance, Mergers, Strategy
Education
Harvard Business School 2010 — 2012
MBA
2001 — 2005
B.S., Operations Research & Industrial Engineering
AQR Capital Management July 2012 - Present
PlaNet Finance July 2008 - June 2010
UBS August 2006 - May 2008
Credit Suisse June 2005 - August 2006
Skills
Emerging Markets, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Economics, Investments, Financial Analysis, Due Diligence, Asset Managment, Microfinance, Mergers, Strategy
Education
Harvard Business School 2010 — 2012
MBA
2001 — 2005
B.S., Operations Research & Industrial Engineering
Jeremy Freyer's UBS Experience February 2009 - Present
Job Director at UBS
Industry Real Estate
Experience
UBS February 2009 - Present
UBS Investment Bank 2007 - February 2009
Moody's Investors Service February 2005 - February 2007
Skills
Commercial Mortgage..., Asset Management, Commercial Real Estate..., Commercial Real Estate..., CMBS, Capital Markets, Valuation, Structured Finance, Securitization, Financial Structuring, Investment Banking, Financial Modeling, Fixed Income, Structured Products, Due Diligence, Real Estate Economics, Investments, Portfolio Management, Bloomberg
Education
Cornell University 1999 — 2003
Bachelor of Applied Science (BASc), Civil Engineering
Red Lion Area Senior High School
UBS February 2009 - Present
UBS Investment Bank 2007 - February 2009
Moody's Investors Service February 2005 - February 2007
Skills
Commercial Mortgage..., Asset Management, Commercial Real Estate..., Commercial Real Estate..., CMBS, Capital Markets, Valuation, Structured Finance, Securitization, Financial Structuring, Investment Banking, Financial Modeling, Fixed Income, Structured Products, Due Diligence, Real Estate Economics, Investments, Portfolio Management, Bloomberg
Education
Cornell University 1999 — 2003
Bachelor of Applied Science (BASc), Civil Engineering
Red Lion Area Senior High School
Fran Decker's UBS Experience May 1985 - February 2004
Job Principal, Real Estate Fiduciary Services, LLC
Industry Real Estate
Experience
Real Estate Fiduciary Services, LLC February 2007 - Present
REFS Asset Management Alliance 2009 - 2009
High Street Equity Advisors February 2004 - February 2007
UBS May 1985 - February 2004
Skills
Real Estate, Investments, Asset Management, Real Estate Investment, Due Diligence, Negotiation, Investment Properties, Portfolio Management, Management Consulting, REO, Asset Managment, Real Estate Development, Real Estate Economics, Disposition, Real Estate Transactions, Leases
Education
University of New Hampshire - Whittemore School of Business and Economics 1975 — 1977
MBA
Cornell University 1971 — 1975
B.S.
Real Estate Fiduciary Services, LLC February 2007 - Present
REFS Asset Management Alliance 2009 - 2009
High Street Equity Advisors February 2004 - February 2007
UBS May 1985 - February 2004
Skills
Real Estate, Investments, Asset Management, Real Estate Investment, Due Diligence, Negotiation, Investment Properties, Portfolio Management, Management Consulting, REO, Asset Managment, Real Estate Development, Real Estate Economics, Disposition, Real Estate Transactions, Leases
Education
University of New Hampshire - Whittemore School of Business and Economics 1975 — 1977
MBA
Cornell University 1971 — 1975
B.S.
Fritzner Altidor's UBS Experience November 1997 - April 2000
Job CPA, Esq.
Industry Financial Services
Experience
Lehman Brothers April 2000 - Present
UBS November 1997 - April 2000
Prudential Insurance January 1996 - November 1997
Prudential Assurance 1996 - 1997
Skills
Private Equity, Tax, Capital Markets, Hedge Funds, Microsoft Office, Corporate Finance, Tax Accounting, Financial Analysis, Financial Modeling, Accounting, Due Diligence
Education
Concord Law School - Kaplan University 2008 — 2012
Doctor of Law (J.D.)
Rutgers, The State University of New Jersey-Newark 1999 — 2001
MS, Taxation
Rutgers, The State University of New Jersey-Newark 1991 — 1995
BS, Accounting/Finance
Izidor Jean-Louis
High School
Lehman Brothers April 2000 - Present
UBS November 1997 - April 2000
Prudential Insurance January 1996 - November 1997
Prudential Assurance 1996 - 1997
Skills
Private Equity, Tax, Capital Markets, Hedge Funds, Microsoft Office, Corporate Finance, Tax Accounting, Financial Analysis, Financial Modeling, Accounting, Due Diligence
Education
Concord Law School - Kaplan University 2008 — 2012
Doctor of Law (J.D.)
Rutgers, The State University of New Jersey-Newark 1999 — 2001
MS, Taxation
Rutgers, The State University of New Jersey-Newark 1991 — 1995
BS, Accounting/Finance
Izidor Jean-Louis
High School
Gregg Klein's UBS Experience June 2005 - July 2007
Job Co Founder Boomerang NYC
Industry Financial Services
Experience
Boomerang NYC January 2015 - Present
UBS Investment Bank November 2013 - December 2014
Barclays Capital January 2009 - November 2013
Barclays Capital August 2007 - January 2009
UBS June 2005 - July 2007
Skills
Derivatives, FX Options, Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Options, Valuation, Trading
Education
Cornell University 2002 — 2006
BS, Engineering
Boomerang NYC January 2015 - Present
UBS Investment Bank November 2013 - December 2014
Barclays Capital January 2009 - November 2013
Barclays Capital August 2007 - January 2009
UBS June 2005 - July 2007
Skills
Derivatives, FX Options, Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Options, Valuation, Trading
Education
Cornell University 2002 — 2006
BS, Engineering
Harris Rosenheim's UBS Experience June 2015 - Present
Job Wealth Planning Analyst at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
The Fenn School July 2013 - June 2015
The Fenn School September 2012 - June 2013
Harvard Business School April 2010 - August 2012
Connecticut College 2009 - 2012
Commonwealth Financial Group November 2009 - April 2010
Commonwealth Financial Group June 2008 - August 2008
Bank of New York Mellon June 2007 - August 2007
Skills
Fundraising, Volunteer Management, Alumni Relations, Annual Giving, Nonprofits, Program Development, Community Outreach, Research, Marketing, Strategic Planning, Data Analysis, Philanthropy, Event Planning, Higher Education, Stewardship, Public Speaking, Donor Solicitation, Marketing Communications
Education
Connecticut College 2005 — 2009
B.A., Economics
Wayland High School 2001 — 2005
The Fenn School 1997 — 2001
UBS June 2015 - Present
The Fenn School July 2013 - June 2015
The Fenn School September 2012 - June 2013
Harvard Business School April 2010 - August 2012
Connecticut College 2009 - 2012
Commonwealth Financial Group November 2009 - April 2010
Commonwealth Financial Group June 2008 - August 2008
Bank of New York Mellon June 2007 - August 2007
Skills
Fundraising, Volunteer Management, Alumni Relations, Annual Giving, Nonprofits, Program Development, Community Outreach, Research, Marketing, Strategic Planning, Data Analysis, Philanthropy, Event Planning, Higher Education, Stewardship, Public Speaking, Donor Solicitation, Marketing Communications
Education
Connecticut College 2005 — 2009
B.A., Economics
Wayland High School 2001 — 2005
The Fenn School 1997 — 2001
Annie Cheng's UBS Experience June 2009 - July 2010
Job Merchandise Planner at Sephora
Industry Retail
Experience
Sephora August 2013 - Present
Williams-Sonoma, Inc. April 2013 - August 2013
Saks Fifth Avenue September 2012 - April 2013
Saks Fifth Avenue August 2011 - August 2012
Target March 2011 - August 2011
UBS June 2009 - July 2010
J&PIRE Inc. January 2006 - January 2009
Skills
Open to Buy Management, Contingency Planning, WOS, Gross Margin, Turnover, Gross Receipts, Planning, Demand Forecasting, Inventory Management, Financial Analysis, Supply Chain Management, Retail Math, Business Strategy, Stock Replenishment, Merchandise Planning, Merchandising, Retail
Education
Cornell University 2005 — 2009
BS, Economics
Sephora August 2013 - Present
Williams-Sonoma, Inc. April 2013 - August 2013
Saks Fifth Avenue September 2012 - April 2013
Saks Fifth Avenue August 2011 - August 2012
Target March 2011 - August 2011
UBS June 2009 - July 2010
J&PIRE Inc. January 2006 - January 2009
Skills
Open to Buy Management, Contingency Planning, WOS, Gross Margin, Turnover, Gross Receipts, Planning, Demand Forecasting, Inventory Management, Financial Analysis, Supply Chain Management, Retail Math, Business Strategy, Stock Replenishment, Merchandise Planning, Merchandising, Retail
Education
Cornell University 2005 — 2009
BS, Economics
Morgan Grigg's UBS Experience May 2004 - September 2004
Job IT Consultant
Industry Computer Software
Experience
Self employed August 2007 - Present
Chicago Youth Program - Volunteer January 2011 - June 2011
International Software Corportation August 2008 - February 2009
The Bradford Exchange May 2006 - September 2006
Coventry Health Plans/First Health February 1999 - May 2006
UBS May 2004 - September 2004
Education
Community College of the Air Force
A.S, Information Systems Technology
Governors State University, University
Bachelor of Arts Degree, Media Communications
Moraine Valley Community College
Oracle University Downtown Chicago
Self employed August 2007 - Present
Chicago Youth Program - Volunteer January 2011 - June 2011
International Software Corportation August 2008 - February 2009
The Bradford Exchange May 2006 - September 2006
Coventry Health Plans/First Health February 1999 - May 2006
UBS May 2004 - September 2004
Education
Community College of the Air Force
A.S, Information Systems Technology
Governors State University, University
Bachelor of Arts Degree, Media Communications
Moraine Valley Community College
Oracle University Downtown Chicago
Jonathan Eber's UBS Experience January 2000 - January 2005
Job Registered Representative at GLP & Associates
Industry Financial Services
Experience
GLP & Associates March 2010 - Present
Fifth Third Securities June 2007 - December 2009
Telemus Capital Partners January 2005 - March 2007
UBS January 2000 - January 2005
Prudential Securities February 1995 - January 1999
Hyatt Hotels Corporation July 1976 - November 1994
Hyatt Regency Dearborn 1989 - 1994
Skills
Series 7, Wealth Management, 401k Rollovers, Financial Analysis, Fixed Annuities, Asset Allocation, Retirement Planning, 401k, Mutual Funds, Retirement, Investment Advisory, Securities, Equities, Portfolio Management, Sales Management, Financial Services, Investment Strategies, Series 63, IRAs, Sales, Wealth Accumulation, Investments, Insurance, Training, Wealth, Variable Annuities, Long Term Care Insurance, Strategic Financial..., Finance, Financial Planners, Financial Advisory, Term Life Insurance, Wealth Management..., Estate Planning, College Savings Plans, ETFs, Long-term Care, Roth IRA, Saving for Education, Series 6
Education
Cornell University 1974 — 1976
MPS, Hotel Administration
Rutgers University-New Brunswick 1970 — 1974
BA, Political Science
GLP & Associates March 2010 - Present
Fifth Third Securities June 2007 - December 2009
Telemus Capital Partners January 2005 - March 2007
UBS January 2000 - January 2005
Prudential Securities February 1995 - January 1999
Hyatt Hotels Corporation July 1976 - November 1994
Hyatt Regency Dearborn 1989 - 1994
Skills
Series 7, Wealth Management, 401k Rollovers, Financial Analysis, Fixed Annuities, Asset Allocation, Retirement Planning, 401k, Mutual Funds, Retirement, Investment Advisory, Securities, Equities, Portfolio Management, Sales Management, Financial Services, Investment Strategies, Series 63, IRAs, Sales, Wealth Accumulation, Investments, Insurance, Training, Wealth, Variable Annuities, Long Term Care Insurance, Strategic Financial..., Finance, Financial Planners, Financial Advisory, Term Life Insurance, Wealth Management..., Estate Planning, College Savings Plans, ETFs, Long-term Care, Roth IRA, Saving for Education, Series 6
Education
Cornell University 1974 — 1976
MPS, Hotel Administration
Rutgers University-New Brunswick 1970 — 1974
BA, Political Science
Lisa Hutson's UBS Experience March 2012 - Present
Job Stock Plan Administrator at UBS
Industry Hospital & Health Care
Experience
UBS March 2012 - Present
Universal Health Services (Formerly Psychiatric Solutions, Inc) September 2008 - January 2012
The Taylor Companies September 2006 - May 2007
The Bank of Nashville (a subsidiary of Synovus ) March 2006 - September 2006
Synovus Trust Company March 2004 - March 2006
Columbus Bank & Trust (a subsidiary of Synovus) February 2000 - March 2004
Education
Columbus State University
UBS March 2012 - Present
Universal Health Services (Formerly Psychiatric Solutions, Inc) September 2008 - January 2012
The Taylor Companies September 2006 - May 2007
The Bank of Nashville (a subsidiary of Synovus ) March 2006 - September 2006
Synovus Trust Company March 2004 - March 2006
Columbus Bank & Trust (a subsidiary of Synovus) February 2000 - March 2004
Education
Columbus State University
Carrie Driver's UBS Experience October 2004 - March 2007
Job Senior Analyst at Bank of America
Industry Banking
Experience
Bank of America March 2007 - Present
UBS October 2004 - March 2007
Skills
Banking, Financial Analysis, Risk Management, Business Analysis, Portfolio Management, Analysis, Finance, Credit, Management, Microsoft Office
Education
Cornell University 1995 — 1999
B.S., Econ, Economics
Bank of America March 2007 - Present
UBS October 2004 - March 2007
Skills
Banking, Financial Analysis, Risk Management, Business Analysis, Portfolio Management, Analysis, Finance, Credit, Management, Microsoft Office
Education
Cornell University 1995 — 1999
B.S., Econ, Economics
Andrew Yongvanich's UBS Experience 2009 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS 2009 - Present
Education
Cornell University 2005 — 2009
B.S., Operations Research and Engineering
UBS 2009 - Present
Education
Cornell University 2005 — 2009
B.S., Operations Research and Engineering
Daniel Moritz's UBS Experience 2003 - 2006
Job Principal, The Arker Companies
Industry Real Estate
Experience
The Arker Companies 2006 - Present
UBS 2003 - 2006
Skills
Real Estate Development, Affordable Housing, Real Estate, Property Management
Education
Cornell University
The Arker Companies 2006 - Present
UBS 2003 - 2006
Skills
Real Estate Development, Affordable Housing, Real Estate, Property Management
Education
Cornell University
A JOHN Gregg's UBS Experience July 1981 - September 2007
Job Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank October 2007 - Present
UBS July 1981 - September 2007
Skills
Runing, Sailing
Education
Cornell University 1965 — 1969
BS, Mechanical Engineering
Governor Dummer Acadamy 1965 — 1969
bs, Mechanical Engineering
Deutsche Bank October 2007 - Present
UBS July 1981 - September 2007
Skills
Runing, Sailing
Education
Cornell University 1965 — 1969
BS, Mechanical Engineering
Governor Dummer Acadamy 1965 — 1969
bs, Mechanical Engineering
Joseph Monohan's UBS Experience July 2000 - Present
Job Sales Trader at UBS
Industry Financial Services
Experience
UBS July 2000 - Present
Education
Cornell University 1996 — 2000
UBS July 2000 - Present
Education
Cornell University 1996 — 2000
Heyu Xiong's UBS Experience 2011 - 2011
Job Student at Cornell University
Industry Capital Markets
Experience
Putnam Investments 2012 - 2012
UBS 2011 - 2011
Education
Cornell University 2008 — 2012
Stuyvesant High School
Putnam Investments 2012 - 2012
UBS 2011 - 2011
Education
Cornell University 2008 — 2012
Stuyvesant High School
Adam Frisch's UBS Experience August 2011 - December 2012
Job President at BIM Buy It Mobility Networks
Industry Financial Services
Experience
BIM - Buy It Mobility Networks Managing PartnerFusionLoopJanuary 2013 - Present
UBS August 2011 - December 2012
Morgan Stanley 1997 - 2011
KPMG Peat Marwick 1995 - 1997
Skills
Hedge Funds, Equity Research, Alternative Investments, Capital Markets, Investments, Asset Management, Equities, Portfolio Management, Fixed Income, Financial Modeling, Corporate Finance, Healthcare, Investment Banking, Valuation, Private Equity
Education
New York University 1995 — 1997
MPA
Cornell University 1989 — 1993
BS, Policy Analysis/Pre-Med
BIM - Buy It Mobility Networks Managing PartnerFusionLoopJanuary 2013 - Present
UBS August 2011 - December 2012
Morgan Stanley 1997 - 2011
KPMG Peat Marwick 1995 - 1997
Skills
Hedge Funds, Equity Research, Alternative Investments, Capital Markets, Investments, Asset Management, Equities, Portfolio Management, Fixed Income, Financial Modeling, Corporate Finance, Healthcare, Investment Banking, Valuation, Private Equity
Education
New York University 1995 — 1997
MPA
Cornell University 1989 — 1993
BS, Policy Analysis/Pre-Med
Christy Pon's UBS Experience June 2013 - August 2013
Job Technology Strategy at Accenture
Industry Management Consulting
Experience
Accenture June 2014 - Present
UBS June 2013 - August 2013
Emerson Climate Technologies September 2012 - December 2012
Skills
Mandarin, Microsoft Excel, VBA, Statistics, Matlab, R, Java, Microsoft Office, Data Analysis, SQL, Microsoft Publisher, Minitab, IT Strategy, IT Procurement, Process Improvement, IT Management, Organizational Design, Cloud Computing, Geospatial Data, IT & Business Strategy...
Education
Cornell University 2010 — 2014
Bachelor of Science (B.S.), Operations Research
Accenture June 2014 - Present
UBS June 2013 - August 2013
Emerson Climate Technologies September 2012 - December 2012
Skills
Mandarin, Microsoft Excel, VBA, Statistics, Matlab, R, Java, Microsoft Office, Data Analysis, SQL, Microsoft Publisher, Minitab, IT Strategy, IT Procurement, Process Improvement, IT Management, Organizational Design, Cloud Computing, Geospatial Data, IT & Business Strategy...
Education
Cornell University 2010 — 2014
Bachelor of Science (B.S.), Operations Research
Catharine Crane's UBS Experience December 2003 - July 2006
Job
Industry Legal Services
Experience
U.S. Bank April 2014 - July 2014
RBC Capital Markets May 2013 - August 2013
UBS December 2003 - July 2006
Collazo Florentino & Keil LLP September 1995 - December 2003
Education
Cornell Law School 1992 — 1995
Doctor of Law (JD), Law
Wesleyan University 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
U.S. Bank April 2014 - July 2014
RBC Capital Markets May 2013 - August 2013
UBS December 2003 - July 2006
Collazo Florentino & Keil LLP September 1995 - December 2003
Education
Cornell Law School 1992 — 1995
Doctor of Law (JD), Law
Wesleyan University 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
William Lembesis's UBS Experience April 2009 - Present
Job Senior Vice President Investments at UBS
Industry Financial Services
Experience
UBS April 2009 - Present
Credit Suisse December 2005 - April 2009
Skills
Wealth Management
Education
Columbia University in the City of New York 1989 — 1990
Master of Science (M.S.)
Columbia University in the City of New York 1985 — 1989
Bachelor of Science (B.S.)
UBS April 2009 - Present
Credit Suisse December 2005 - April 2009
Skills
Wealth Management
Education
Columbia University in the City of New York 1989 — 1990
Master of Science (M.S.)
Columbia University in the City of New York 1985 — 1989
Bachelor of Science (B.S.)
Jeongho Park's UBS Experience July 2013 - August 2013
Job
Industry Information Technology and Services
Experience
KPMG US August 2014 - Present
UBS July 2013 - August 2013
JPMorgan Chase & Co. July 2010 - August 2010
Skills
R, T-SQL, Alteryx, Access, Excel (Pivot Tables,..., Microsoft Office, Matlab, Java, Stata, Bloomberg Terminal, LaTeX, AMPL, Research, Minitab, Coded UI
Education
Cornell University 2008 — 2014
Bachelor of Science (BS), Operations Research and Engineering
KPMG US August 2014 - Present
UBS July 2013 - August 2013
JPMorgan Chase & Co. July 2010 - August 2010
Skills
R, T-SQL, Alteryx, Access, Excel (Pivot Tables,..., Microsoft Office, Matlab, Java, Stata, Bloomberg Terminal, LaTeX, AMPL, Research, Minitab, Coded UI
Education
Cornell University 2008 — 2014
Bachelor of Science (BS), Operations Research and Engineering
Howard Capek's UBS Experience May 1999 - July 2003
Job Partner & CIO at Lenrock Management Group, LP
Industry Investment Management
Experience
Lenrock Management Group, LP November 2005 - Present
UBS May 1999 - July 2003
Credit Suisse July 1996 - April 1999
Merrill Lynch June 1993 - July 1996
Prudential Bache Securities, Inc July 1989 - July 1991
Skills
Portfolio Management, Financial Statement..., Long/short equity &..., Real Estate Investor, NNN leased investments, healthcare stock..., Fundamental Analysis, Equities, Investments, Mutual Funds, Equity Trading, Options, Alternative Investments, Hedge Funds, Financial Modeling, Mergers & Acquisitions, Trading
Education
Cornell University - Johnson Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Finance
Cornell University 1985 — 1989
Bachelor of Science (BS), Applied Economics
Msgr. Farrell H.S.
Lenrock Management Group, LP November 2005 - Present
UBS May 1999 - July 2003
Credit Suisse July 1996 - April 1999
Merrill Lynch June 1993 - July 1996
Prudential Bache Securities, Inc July 1989 - July 1991
Skills
Portfolio Management, Financial Statement..., Long/short equity &..., Real Estate Investor, NNN leased investments, healthcare stock..., Fundamental Analysis, Equities, Investments, Mutual Funds, Equity Trading, Options, Alternative Investments, Hedge Funds, Financial Modeling, Mergers & Acquisitions, Trading
Education
Cornell University - Johnson Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Finance
Cornell University 1985 — 1989
Bachelor of Science (BS), Applied Economics
Msgr. Farrell H.S.
Edward O'Hare's UBS Experience July 1995 - November 2009
Job Asset Liability Management at Freddie Mac
Industry Financial Services
Experience
Freddie Mac December 2014 - Present
BNY Mellon May 2010 - December 2014
UBS July 1995 - November 2009
Skills
Interest Rate..., Fixed Income, Trading, Hedge Funds
Education
Duke Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA)
Cornell University 1986 — 1990
Bachelor of Science (BS), Chemical Engineering
Freddie Mac December 2014 - Present
BNY Mellon May 2010 - December 2014
UBS July 1995 - November 2009
Skills
Interest Rate..., Fixed Income, Trading, Hedge Funds
Education
Duke Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA)
Cornell University 1986 — 1990
Bachelor of Science (BS), Chemical Engineering
Vishal Alluri's UBS Experience June 2013 - July 2013
Job Associate Strategic Initiatives Group at AXA US
Industry Financial Services
Experience
AXA US July 2015 - Present
Janus Capital Group June 2014 - August 2014
American Enterprise Institute September 2013 - August 2014
The Growth and Development Project (DeltaGDP) September 2012 - August 2014
UBS June 2013 - July 2013
Columbia Political Review September 2012 - May 2013
Skills
Java, Microsoft Office, Final Cut Pro, Microsoft Excel, PowerPoint
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Financial Economics, Economics-Math
AXA US July 2015 - Present
Janus Capital Group June 2014 - August 2014
American Enterprise Institute September 2013 - August 2014
The Growth and Development Project (DeltaGDP) September 2012 - August 2014
UBS June 2013 - July 2013
Columbia Political Review September 2012 - May 2013
Skills
Java, Microsoft Office, Final Cut Pro, Microsoft Excel, PowerPoint
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Financial Economics, Economics-Math
Tim Hannigan's UBS Experience January 2007 - July 2011
Job Compliance Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2011 - Present
UBS January 2007 - July 2011
LDCC 2001 - 2007
Education
Connecticut College 1996 — 2000
BA, Economics
Wells Fargo Advisors, LLC July 2011 - Present
UBS January 2007 - July 2011
LDCC 2001 - 2007
Education
Connecticut College 1996 — 2000
BA, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.