UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Edelman Financial Services January 2015 - Present
Charles Schwab October 2013 - January 2015
Taylor and Jordan Adventures! April 2009 - October 2013
UBS October 2005 - April 2009
UBS Financial Services March 1998 - October 2005
UBS / PaineWebber, Inc. February 1994 - March 1998
PaineWebber April 1992 - February 1994
Sargent Controls & Aerospace June 1991 - March 1992
Spa Lady June 1990 - May 1991
Skills
Financial Services, Vendor Management, Training, Project Management, Investments, CRM, Coaching, Management, Risk Management, Small Business, Human Resources, Series 7, Series 63, Series 65, Securities, Business Analysis, Sales, Mutual Funds, Wealth Management, Portfolio Management, Asset Management, Banking, Public Speaking, Retirement Planning, Asset Allocation, Alternative Investments, Strategic Financial..., Exceptional People..., Financial Advisory, Financial Planning, Equities, Fixed Income, Superior Client Service, Hands-on Training
Education
American University - Kogod School of Business
Bachelor of Science in Business Administration, International Business / Finance
Jefferson Township High School
HS Diploma
Goldman Sachs September 2015 - Present
Deutsche Bank July 2014 - August 2015
Amherst College September 2011 - May 2014
Deutsche Bank June 2013 - August 2013
DLA Piper August 2011 - August 2011
UBS May 2011 - July 2011
Singapore Ministry of Home Affairs October 2008 - August 2010
Skills
Mathematica, Stata, R, Data Analysis, Statistics, Econometrics, SPSS, Quantitative Analytics, Java, Eviews, Research, LaTeX, Tutoring, Mandarin, Economics
Education
Amherst College 2010 — 2014
Bachelor of Arts (BA), Mathematics & Economics
London School of Economics and Political Science 2012 — 2012
International Financial Law and Regulation
Phillips Academy Andover 2005 — 2008
High School Diploma
Avanade June 2013 - Present
Redeemer Presbyterian Church March 2012 - May 2013
Accenture September 2010 - November 2011
Western Connecticut Health Network June 2009 - June 2010
University of New Haven 2009 - 2009
ShopNBC 2007 - 2008
UBS 2007 - 2007
Skills
Change Management, Learning and Development, Competency Mapping, Survey Design, Survey Research, Microsoft Office, SharePoint, Project Implementation, Software Implementation, Talent Management, Marketing Communications, Customer Service, Compensation Planning, Research, Problem Solving, Performance Management, Personnel Management, Project Management, Human Resources, Management
Education
University of New Haven 2008 — 2010
M.A., I/O Psychology
Albion College 2002 — 2006
B.A., Pschology
UBS August 2014 - Present
B2T Training April 2014 - August 2014
Fifth Third Bank September 2011 - November 2013
Fifth Third Bank September 2009 - September 2011
Fifth Third Bank February 2008 - September 2009
FifthThird Bank January 2007 - February 2008
Fifth Third Bank December 2002 - December 2006
DaVinci Software, March 2001 - December 2001
Xpedior, Inc. January 2000 - April 2001
PricewaterhouseCoopers October 1998 - January 2000
Skills
Product Development, Business Analysis, Team Building, Strategic Planning, Process Improvement, Problem Solving, Program Management, Change Management, SDLC, Written & Oral..., Web Development, Software Development, Banking, Analysis, Best Practices..., Business Process..., ITIL, Best Practices, Management Consulting, Analytics, Management, Project Management, Leadership, Quality Assurance, Enterprise Software, Training, Consulting, Software Documentation, Portfolio Management, Project Planning, Vendor Management, Project Portfolio..., Risk Management, Financial Services, PMO, Software Project..., Strategy, Cross-functional Team..., Project Delivery, Requirements Analysis, Team Leadership, Information Technology, Product Management, Business Process
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1997
MBA, Strategy
University of Pittsburgh School of Law 1990 — 1993
JD, Law
Allegheny College 1980 — 1984
B.S., Computer Science
J.P. Morgan, Global Wealth Management August 2013 - Present
UBS May 2011 - May 2013
Merrill Lynch March 2010 - May 2011
VTB Capital July 2008 - March 2009
Merrill Lynch April 2006 - July 2008
Merrill Lynch Investment Managers October 2004 - April 2006
Merrill Lynch Investment Managers July 2002 - September 2004
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
American International College 1998 — 2002
BSBA
Seafoodexport September 2013 - October 2014
UBS November 2012 - May 2013
Beuchat International April 2012 - September 2012
UBS May 2011 - August 2011
Alinéa July 2007 - August 2010
Torréfaction Noailles January 2010 - February 2010
Navalliance January 2009 - February 2009
Education
College for Financial Planning 2012 — 2013
Accredited Wealth Management Advisor
Université de la Méditerranée (Aix-Marseille II) 2010 — 2012
Master 2 Option Ingenierie des Affaires et Projets Internationaux, Banque et Affaires Internationales
Université de la Méditerranée (Aix-Marseille II) 2009 — 2010
Licence Banque et Affaires Internationales, Commerce International et finance
Lycée Périer 2007 — 2009
BTS de Commerce International
Nordstrom February 2015 - Present
Nordstrom January 2014 - January 2015
Russell Investments December 2012 - October 2013
T-Mobile December 2008 - January 2013
WaMu August 2007 - December 2008
UBS March 2005 - July 2007
Merrill Lynch May 2000 - February 2005
Levine, Blaszak, Block & Boothby, LLP February 1996 - April 2000
Democratic National Committee 1988 - 1989
Skills
Contract Negotiation, Cross-functional Team..., Vendor Management, Telecommunications, Strategic Sourcing, Contract Management, Negotiation, RFP, Process Improvement, Strategy, Procurement, Outsourcing, Management, Data Center, Change Management, Leadership, Analysis, Contract Negotiations, Due Diligence, Sla, Wireless, Business Analysis, Strategic Partnerships, Cost Analysis, Integration, Networking, Executive Management, Issue Advocacy, Public Policy Research, Global Sourcing, Cost Benefit, Operations Management, Sourcing, Supply Management, Business Process..., Mergers & Acquisitions, Risk Management, Finance, Policy, Governance, Team Leadership, Project Planning, Cost Reduction
Education
University of Washington 2011 — 2013
Masters of Public Administration
Georgetown University 1995 — 1995
Paralegal Certificate, Paralegal
American University 1982 — 1987
BA, Religion
University of North Carolina Kenan-Flagler Business School September 2012 - May 2015
Deutsche Bank May 2010 - September 2012
UBS November 2009 - May 2010
Goldman Sachs July 2008 - September 2009
Lehman Brothers July 2007 - July 2008
Lehman Brothers November 2005 - July 2007
UBS Investment Bank August 2004 - July 2005
Bank of America May 2003 - August 2003
Columbia University March 1999 - July 2002
Skills
Program Management, Organizational..., Talent Management, Leadership Development, Change Management, Performance Management, Strategy, Training, Human Resources, Executive Coaching, Career Development, Management, Leadership, Cross-functional Team..., Recruiting, Coaching, Personnel Management, Consulting, Team Building, Business Strategy, Employee Benefits, Marketing, Fundraising, Resume Writing
Education
Vanderbilt University 2002 — 2004
MBA, Human & Organizational Performance; Strategy
Manchester Business School
Semester Abroad, Fall 2003
University of Alabama 1996 — 1998
MA, Communication
James Madison University 1992 — 1995
BS, Communication
University of London
Semester Abroad, Spring 1994
True North Financial Services January 2010 - Present
Abel Aviation 2014 - 2014
True North Financial Services 2004 - 2009
MountainOne Financial Partners 2001 - 2004
UBS 2001 - 2002
Brown University 1997 - 2000
Dartmouth College 1995 - 1997
Education
Williams College 1987 — 1991
Bachelor's Degree, Psychology
St. John's Prep 1983 — 1987
High School
American International College
Master's Degree, Educational Psychology
Pearson Partners, Inc. August 2013 - Present
Intelli-Source Solutions January 2013 - August 2013
UBS Financial Services March 2012 - July 2012
UBS November 2010 - March 2012
Skills
Equities, Bloomberg, Fixed Income, Securities, Asset Management, Investments, Mutual Funds, Portfolio Management, Wealth Management
Education
University of Scranton 2005 — 2008
finance
Adelphi University
bs, finance and history
Hall Capital Partners LLC July 2014 - Present
Hall Capital Partners LLC May 2013 - August 2013
UBS May 2012 - July 2012
Contour Energy Systems June 2011 - July 2011
JCF International May 2010 - July 2010
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Asset Managment, Microsoft Word, Social Media, Portfolio Management, Analysis, Asset Management, Program Management, Business Strategy, Management, Mutual Funds, Economics, Accounting, Financial Analysis, Investments, Finance
Education
American University - Kogod School of Business 2010 — 2014
Bachelor of Science, Finance, General, Senior
Chaminade College Preparatory School 2004 — 2010
Facebook / Instagram August 2010 - Present
The Onion June 2006 - August 2008
UBS October 2004 - June 2006
Skills
Social Media, Social Media Marketing, Marketing Communications, Marketing, Advertising, Online Advertising, Account Management, Digital Marketing, Digital Strategy, Lead Generation, Salesforce.com, SEM, Leadership, Facebook, Strategy, Mobile Marketing, Sales Process, Sales
Education
American University 2004 — 2004
Forensics
Texas Lutheran University 2000 — 2004
BA, Political Science
University of London 2001 — 2001
Bachelor of Science (B.S.), Pre Law
Mahaska Health Partnership January 2006 - Present
UBS September 2001 - December 2005
Skills
Healthcare Management, Hospitals, Healthcare, Fundraising, Event Planning, Leadership
Education
AIB College of Business
Bachelor of Business Administration (BBA)
JPMorgan Chase October 2013 - Present
Deloitte December 2012 - November 2013
UBS July 2012 - December 2012
iGATE Patni January 2010 - July 2012
Fidelity Management & Research August 2008 - January 2010
Keane February 2006 - January 2010
Skills
Hibernate, Java, Websphere, XML, Weblogic, SOA, WebSphere Application..., Spring, JMS, Web Services, Eclipse, Visio, UML, Core Java, Java software..., Oracle PL/SQL, GWT, ActiveMQ, Mule ESB, Jboss application server, JIRA, MS Project, Application Development, Ant, JDBC, Tomcat, Servlets, EJB, J2EE, OOAD, JUnit, Maven, Application Servers, JNDI, ESB, SOAP, Design Patterns, SoapUI, Log4j, CVS, ClearCase, JAXB, JAX-WS, Oracle SQL, JSTL
Education
Anna University 2001 — 2005
Bachelors, information technology
Scrum Alliance
Scrum Alliance
Scotiabank April 2015 - Present
Scotiabank May 2014 - April 2015
Brookfield Brazil May 2013 - August 2013
Taco Pisao Restaurant January 2010 - April 2012
Carvajal January 2008 - September 2009
Carvajal May 2006 - December 2007
Citibank Colombia August 2005 - May 2006
UBS January 2005 - May 2005
Skills
Business Strategy, Financial Modeling, Financial Analysis, Strategic Planning, Product Marketing, Team Building, Group Work, Critical Thinking, Team-oriented, Project Finance, Product Management, Corporate Finance, Management, Infrastructure, Real Estate
Education
York University - Schulich School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Universidad Externado de Colombia 2000 — 2006
Finanzas y Relaciones Internacionales
American University 2005 — 2005
Exchange Program, International Business and Trade
J.P. Morgan December 2012 - Present
BNY Mellon June 2012 - August 2012
Capitol Gains June 2011 - August 2011
UBS June 2010 - August 2010
Education
Amherst College 2008 — 2012
Bachelor's degree, Political Science
Sasco Energy Partners May 2008 - November 2012
UBS March 2006 - May 2008
NextEra Energy Resources 2003 - 2006
Pacific Gas and Electric Company 2001 - 2003
Avemco Insurance 1999 - 2001
KB & Co - now McGladrey 1996 - 1999
Skills
Proprietary Trading, Commodity Markets, Portfolio Management, Hedging, Hedge Funds, Derivatives, Risk Management, Options, Valuation, Structured Products, Bloomberg, Alternative Investments, Investments
Education
American University - Kogod School of Business 2001 — 2003
Master's degree, Finance, General
Mount St. Mary's College 1995 — 1997
Bachelor of Science (B.S.), Accounting
Raymond James February 2008 - Present
UBS October 2004 - February 2008
Skills
Leadership, Customer Service, Microsoft Office, Sales, Public Speaking, Event Planning, Social Media, Marketing, Strategic Planning, Public Relations
Education
Ball State University 2005 — 2008
Bachelor of Science (B.S.), Public Relations
Anderson University 2004 — 2005
GMP Securities, LLC August 2014 - Present
Managing high-performing sales teams January 2014 - July 2014
ING U.S. Investment Management June 2011 - December 2013
UBS January 2008 - May 2011
UBS Wealth Management June 2006 - December 2007
UBS Wealth Management June 2005 - May 2006
UBS Wealth Management December 2003 - May 2005
Skills
Equities, Series 7, Management, Portfolio Management, Alternative Investments, Strategic Planning, Asset Allocation, Analysis, Business Strategy, Project Management, Interpersonal..., Dependable Team Player, Goal-oriented..., Management Processes, Professional Integrity, Highly motivated..., High Organizational...
Education
Albright College
Bachelor's Degree, Business Administration: Marketing & Communications
Wells Fargo Advisors, LLC 2008 - Present
UBS September 2002 - December 2008
Morgan Stanley Smith Barney October 1987 - September 2002
Education
American University 1982 — 1984
BA, International Studies
Wittenberg University 1980 — 1982
Political Science
Mitsubishi UFJ Securities (USA), Inc. April 2009 - September 2013
UBS Securities, LLC 1990 - 2009
UBS Investment Bank March 1990 - November 2008
UBS 1990 - 2008
Lehman Brothers 1985 - 1990
EF Hutton Co. 1980 - 1985
Skills
Fixed Income, Trading, Sales, Sales Operations, Relationship Management, Team Building, Customer Acquisition, Customer Retention, Government Agencies, US Treasuries, Agency MBS, Sales Management, Team Management, Reverse Mortgages, Building Customer..., Cross Selling, Bloomberg, Financial Markets, Investment Banking, Hedge Funds, Finance, Bonds, Derivatives, Capital Markets, Financial Risk, Mutual Funds, Equities, Securities, Trading Systems
Education
Adelphi University 1972 — 1974
B.S.
Suvretta Capital Management April 2012 - Present
UBS 2002 - 2012
Skills
Investments, Portfolio Management, Equities, Fund Of Funds, Capital Markets, Asset Managment, Hedge Funds, Alternative Investments, Private Equity, Fixed Income
Education
American University
Mintz Group January 2015 - Present
Capitol Inquiry, Inc May 2014 - September 2014
Capitol Inquiry, Inc August 2013 - April 2014
The Santiago Times March 2013 - July 2013
UBS October 2012 - December 2012
Pete's New Haven Style Pizza June 2012 - October 2012
Skills
International Relations, Editing, Politics, Journalism, Spanish
Education
American University 2010 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs; Minor in Economics
Universidad Diego Portales 2013 — 2013
Fundación Universidad de las Américas, Puebla, A.C. 2011 — 2011
Summer Spanish Immersion Program
Self-employed January 2013 - Present
Southwestern Consulting April 2013 - Present
UBS 2003 - 2005
Skills
Weight Training, Fitness Training, Strength Training, Exercise Physiology, Functional Training, Sports Nutrition, Operant Conditioning, Personal Training, Fitness, Nutrition, Wellness, Wellness Coaching, Weight, Nutritional Counseling, Lifestyle, Cardio, Athletics, Injury Prevention, Executive Calendar..., Travel Management, Business Travel, Customer Service, Organization, Master Scheduling, Meeting Scheduling, Pilates, NASM, Coaching, Yoga, Public Speaking, Operations Management, Teamwork, Sales, Leadership, Marketing, Marketing Strategy, Strategic Planning, Team Building, Time Management
Education
American Musical and Dramatic Academy 1994 — 1996
Associate of Arts (AA), Musical Theatre
Wells Fargo Advisors February 2006 - Present
UBS February 2000 - February 2006
Smith Barney Financial Services January 1995 - February 2000
Skills
Financial Advisory, Time Management, Management, Financial Analysis, Retirement, Financial Modeling, Investment Strategies, Capital Markets, Risk Management, Commercial Lending, Insurance, Bonds
Education
American University, Washington College of Law 1982 — 1995
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 1977 — 1979
Regeneron Pharmaceuticals, Inc. February 2014 - Present
Arrow Electronics March 2005 - January 2014
UBS 2005 - 2013
Nortel Networks July 1991 - March 2005
Skills
electrical contracting..., Telecommunications, Wireless, VoIP, Telephony, Cabling, Avaya, Unified Communications, Video Conferencing, T1, ACD, SIP, Switches, Nortel, Customer Satisfaction, Ethernet, Routers, IVR, WAN, Cisco Technologies, MPLS, Contact Centers, SIP Trunking, Managed Services, IP, Routing, ISDN
Education
Alfred State College - SUNY College of Technology 1988 — 1990
Associate of Arts and Sciences (A.A.S.), electrical construction and maintence
Prudential Financial March 2013 - Present
Prudential Financial March 2012 - March 2013
Prudential Financial December 2010 - March 2012
UBS January 2007 - December 2010
Skills
Financial Services, Equities, Wealth Management, Investments, Fixed Annuities, Financial Analysis, Insurance, Business Analysis, Analysis, Vendor Management, Process Improvement, Securities
Education
Excelsior College 2011 — 2014
Master of Business Administration (MBA), Organizational Leadership
Albright College 2002 — 2006
BS, Business Administration - Management
IBM August 2014 - Present
UBS October 2012 - May 2014
UBS February 2011 - September 2012
UBS July 2006 - February 2011
AXA Equitable November 2004 - June 2006
AXA Equitable April 1998 - October 2004
Deutsche Bank September 1996 - April 1998
Skills
Enterprise Architecture, SOA, Integration, DB2, Master Data Management, Data Warehousing, Business Analysis, Architecture, Enterprise Software, SDLC, Informatica, Databases, COBOL, IT Strategy, Oracle, Requirements Analysis, Software Project..., Data Quality, Business Intelligence, Data Governance, Project Management, Financial Analysis, Business Case, Disaster Recovery, Business Continuity, Vendor Management, Strategic Sourcing, Architectures
Education
Indiana University - Kelley School of Business 2008 — 2011
Master of Business Administration (M.B.A.), Business Administration
Alfred University 1992 — 1996
BA, Computer Science
Dallastown Area High School 1989 — 1992
Dallastown Area High School
Morgan Stanley March 2008 - May 2011
UBS September 2003 - August 2007
Credit Suisse August 1997 - August 2002
Federal Reserve Bank of New York June 1992 - June 1995
Skills
Capital Markets, Investment Banking, Financial Modeling, Equities, Strategy
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
American University 1988 — 1992
BSBA
NTACTheatre May 2015 - Present
Greater Lewisville Community Theatre September 2014 - November 2014
UBS December 2013 - May 2014
Merrill Lynch April 2013 - December 2013
Dynatron Software September 2012 - December 2012
Texas Land and Cattle January 2012 - August 2012
The Children's Place October 2011 - March 2012
McKinney Rep Theatre 2011 - 2012
Trail Dust Steakhouse June 2011 - November 2011
Cherry Hill Photo October 2010 - May 2011
Skills
Acting, Customer Service, Microsoft Office, Musical Theatre, PowerPoint, Sales, Singing, Theatre, Facebook, Marketing, Social Media, Comedy
Education
Oklahoma City University 2008 — 2011
Bachelor of Fine Arts (B.F.A.), Acting
American Musical and Dramatic Academy 2006 — 2007
Musical Theatre
Opelika High School 2002 — 2006
Fordham Bedford Housing Corporation July 2013 - Present
Morgan Stanley June 2014 - August 2014
Roger CPA Review September 2013 - May 2014
Manhattan College February 2012 - June 2013
UBS September 2012 - December 2012
Vietinbank June 2012 - July 2012
The Rockwell Financial Group, Inc. February 2012 - March 2012
Manhattan College September 2011 - February 2012
Skills
Data Analysis, Public Speaking, Time Management, Fundraising, Microsoft Excel, Bloomberg Terminal, Teamwork, Social Networking, Teaching, Access, Microsoft Word, Social Media, Customer Service, Higher Education, Microsoft Office, PowerPoint, Research, Financial Analysis, Leadership, Facebook, Vietnamese, Accounting, Outlook, Management, Finance, Community Outreach, Life Insurance
Education
Manhattan College 2010 — 2013
Bachelor of Science, Accounting and Finance, 3.83
Albright College 2009 — 2010
Lawrence David Custom Apparel June 2004 - Present
UBS 1998 - 2004
Crown-Tex Corp. 1985 - 1998
Skills
Apparel, Merchandising, Fashion Design, Retail, Shirts, Building Relationships, Fashion, Fit, Tailoring, Styling, Textiles, Trend, Wardrobe, Marketing, Trend Analysis, Sportswear, New Business Development, Trade Shows
Education
American University - Kogod School of Business 1981 — 1985
B.A., Marketing
Lawrence High school
Pacific Gas and Electric Company June 2014 - Present
Pacific Gas and Electric Company October 2011 - June 2014
HiJazz December 2007 - January 2013
San Francisco State University January 2011 - August 2011
UBS March 2010 - June 2010
AK BARS BANK, OJSC December 2007 - November 2008
Skills
Data Analysis, Analysis, Forecasting, Financial Analysis, Microsoft Excel, Strategy, Leadership, Operations Management, Finance, Business Analysis, Research, Analytics, PowerPoint, Time Management, Statistics, Microsoft Office, Six Sigma, Sustainability, Lotus Notes, Quantitative Analytics, Demand Planning, Asset Managment, Natural Gas, Simulations, Employee Engagement, Asset Management, Regulatory Filings, Demand Forecasting, Regulatory Analysis, Capacity Management, Capacity Utilization, Compliance, Presentations, Energy, Electricity, Management, Business Strategy, Strategic Planning
Education
San Francisco State University 2006 — 2011
MBA, Decision Science and Sustainability
San Francisco State University 2006 — 2010
BS, Business Administration; Decision Science and Corporate Finance
American River College 2003 — 2005
Associate Degree, Liberal Arts
UBS August 2013 - Present
World Financial Group (WFG) July 2010 - Present
Whirlpool Corporation May 2012 - August 2012
University of Illinois at Urbana-Champaign May 2011 - August 2011
Leadership Education And Development July 2011 - July 2011
Great Commission Ministries May 2010 - August 2010
Skills
Conversational Spanish, Listening Skills, Coachable, Leadership, Healthcare, Customer Insight, Spanish, Strategic Financial..., Research, Social Media, Entrepreneurship, Marketing, Microsoft Excel, Conflict Resolution, Market Research, Interviews, Public Speaking, Event Planning, Recruiting, PowerPoint, Insurance, Team-oriented, Customer Service, Critical Thinking, Building Relationships, Time Management, People Skills, Conversation, Microsoft Office
Education
St. Mary's University, Twickenham 2013 — 2014
Post Graduate Cartificate, International Business
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
University of Manchester - Manchester Business School 2011 — 2011
Bachelors, Marketing, Int'l Business
The Depository Trust & Clearing Corporation March 2015 - Present
S&P Capital IQ November 2013 - March 2015
Standard & Poor's January 2010 - November 2013
IPO Financial February 2009 - January 2010
Excel Turf July 2004 - December 2008
UBS January 2007 - June 2007
Skills
Capital IQ, Salesforce.com, Equities, Capital Markets, Securities, Fixed Income, Financial Markets, Financial Services, Bloomberg, Trading, Hedge Funds, Bonds, Derivatives, Equity Research, Asset Management, Structured Products, ETFs, Risk Management, Financial Modeling, Valuation, Electronic Trading, Financial Risk, Market Data, Trading Systems, Corporate Actions, Operational Risk, Prime Brokerage, Investment Banking, Structured Finance, Portfolio Management, Alternative Investments, Commodity, Options, Investments, Emerging Markets, Mutual Funds, Equity Derivatives, Equity Trading, FINRA, Equity Valuation, Middle Office, Investment Advisory, Product Management, Financial Structuring, Lync
Education
Gettysburg College 2004 — 2008
Bachelor of Arts (BA), Economics
American University 2007 — 2007
Washington Semester, International Business/Trade/Commerce
UBS February 2000 - Present
Morgan Stanley 1990 - 2000
Paine Webber 1987 - 1990
Trump Plaza Casino 1984 - 1987
Sands Casino 1980 - 1984
Education
University of Pennsylvania - The Wharton School 1993 — 1994
Financial Services Executive Program
American University 1976 — 1980
BS, Honors, Political Science
University of London 1979 — 1979
Westfield High School 1972 — 1976
Suna Solutions November 2014 - September 2015
AMN Healthcare January 2013 - November 2014
AMN Healthcare October 2012 - November 2014
Nelson November 2010 - July 2012
UpWind Solutions, Inc. July 2010 - September 2010
UBS January 2008 - March 2010
UBS April 2007 - January 2008
On Assignment June 2006 - February 2007
Spectrum Healthcare February 2005 - June 2005
Skills
Six Sigma, GRI, Strategic Planning, Project Management, Sustainability, Public Speaking, Business Strategy, Marketing Strategy, Marketing, Research, Business Development, Social Media, Negotiation, Program Management, Leadership, Recruiting, Talent Acquisition, Entrepreneurship, Human Resources, Sourcing, Management
Education
Alliant International University-San Diego Scripps Ranch 2009 — 2011
MBA, Sustainability
San Diego State University-California State University 2000 — 2004
BA, Communication/Political Science
Bank of America July 2015 - Present
Canon Information & Imaging Solutions March 2013 - June 2015
Broad Street Wealth Management January 2012 - November 2012
UBS September 2011 - December 2011
AOL August 2010 - March 2011
AOL October 2007 - July 2010
Chopper Trading June 2007 - August 2007
Skills
Digital Media, Social Media, Web Analytics, Digital Strategy, SEO, Google Analytics, Omniture, Analytics, Strategic Partnerships, Content Strategy, SEM, Digital Marketing, Series 56
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master's degree, Finance, General
American University - Kogod School of Business 2011 — 2011
Global Economics and Business
New York University 2005 — 2009
Bachelor of Arts (BA), Political Science and Government
CTS January 2011 - Present
UBS April 2008 - December 2010
Copal Partners 2006 - 2008
ABN AMRO 2006 - 2006
Skills
Bloomberg, Factiva, Hoovers, Market Sizing, Capital Markets, Mergers, Investment Banking, Valuation, Equity Research, Financial Analysis, Business Analysis, Equities, Derivatives, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Business Development, Team Management
Education
Amity Business School 2005 — 2007
MBA, Finance
Amity Business School 2005 — 2007
MBA, Finance & IB
UBS Wealth Management 2010 - Present
UBS 2000 - Present
UBS Financial Services 2000 - Present
Skills
Wealth Management, Equities, Fixed Income, SDLC, Portfolio Management, Derivatives, Business Analysis, Financial Services, Vendor Management, Requirements Analysis, Risk Management, Software Project..., SQL, IT Strategy, Enterprise Architecture, Requirements Gathering, Agile Methodologies, Banking, Unix, Software Development, Oracle, Management, Project Management, Data Warehousing
Education
Andhra University 1982 — 1986
BE, MECHANICAL
GITAM 1982 — 1986
BE, MECHANICAL
Wells Fargo Advisors, LLC. August 2011 - Present
UBS 2006 - 2011
UBS Investment Bank 2004 - 2006
Morgan Stanley 2002 - 2004
Merrill Lynch 1995 - 2002
Skills
Investments, Securities, Investment Planning, Retirement Planning, Investment Strategies, Stock Analysis, 401k Rollovers, Asset Allocation, Fixed Income Strategies
Education
Alfred University 1986 — 1990
Bachelor of Science (B.S.), Business Adminstration
Curis, Inc. April 2015 - Present
Curis, Inc. June 2013 - Present
Immtox LLC October 2012 - Present
ThinkEquity LLC June 2011 - September 2012
Axon Healthcare Partners, LLC April 2009 - June 2011
Capstone Investments March 2009 - June 2010
Credit Suisse June 2006 - December 2008
UBS November 2004 - May 2006
SAI Healthcare (now part of IMS Health) October 2003 - October 2004
Skills
Investment Banking, Corporate Development, Financial Modeling, Valuation, Equity Research, Biotechnology, Fixed Income, Trading, Private Equity, Business Strategy, Mergers & Acquisitions, Asset Management, Financial Analysis, M&A experience, Investor Relations, Due Diligence, Capital Markets, Series 7, Market Analysis, Business Valuation, Strategic Communications, Corporate Finance, Portfolio Management, Finance, Healthcare, Hedge Funds, IPO, Equities, Venture Capital, Start-ups, Equity Valuation, Alternative Investments, Entrepreneurship, Bloomberg, Securities, Competitive Analysis, Emerging Markets, Research, Financial Markets, Strategy, Investment Management, Investments, Market Research, DCF, Management, Life Sciences, Pharmaceutical Industry, Business Development, Strategic Planning, Consulting
Education
All India Institute of Medical Sciences
B.Sc (Hons) Human Biology
All India Institute of Medical Sciences
Masters in Biotechnology
Northwestern University
PhD, Neurosciences
Morgan Stanley February 2015 - Present
UBS August 2013 - August 2014
D.C. Office of the Attorney General January 2012 - May 2012
Skills
Research, PowerPoint, Microsoft Office, Spanish, Customer Service, Microsoft Excel, Leadership, Teamwork, Public Speaking, Microsoft Word, Social Media, Microsoft Office..., Business Objects, Training, Data Analysis, Financial Services
Education
St. Mary’s University, Twickenham 2013 — 2014
Master of Business Administration (M.B.A.), International Business
Kenyon College 2009 — 2013
Bachelor of Arts (B.A.), Political Science
American University 2012 — 2012
Washington Semester Program: International Law and Organizations
SIT Argentina 2011 — 2011
Regional Integration, Development, and Social Change
Dettman Realty Group LLC April 2013 - Present
Dettman Properties, Inc June 2010 - Present
UBS June 2007 - May 2008
Education
University of Florida - Warrington College Of Business 2009 — 2010
MBA, Real Estate, Finance
University of Miami - School of Business 2005 — 2007
Bachelors Degree, Finance
Amherst College 2003 — 2005
Economics
Standard & Poor's March 2013 - Present
UBS February 2011 - March 2013
Brown Brothers Harriman August 2007 - February 2011
DTCC August 2002 - August 2007
Credit Union of Colorado July 1998 - July 2002
Skills
Internal Audit, Auditing, Financial Reporting, Internal Controls, Risk Management, Enterprise Risk...
Education
American University in Bulgaria
University of Oklahoma
MBA, Accounting
UBS June 2015 - Present
MedStar Health January 2015 - May 2015
Lindner & Associates, P.C. January 2014 - December 2014
Consumer Financial Protection Bureau January 2014 - April 2014
U.S. Department of Justice - Tax Division August 2013 - December 2013
Professor Heather Hughes, American University Washington College of Law May 2013 - December 2013
United States Mint May 2013 - August 2013
Skills
Legal Research, Legal Writing, Westlaw, Research, Litigation, Microsoft Office
Education
American University, Washington College of Law 2012 — 2015
Doctor of Law (J.D.)
University of Kentucky 2006 — 2010
Bachelor of Arts (B.A.), Philosophy, Political Science
Allstate Financial Services, LLC June 2012 - Present
NBDC Financial Services September 2008 - December 2012
Money Train on WIOX 91.3 FM October 2010 - April 2012
Ameriprise Financial Services, Inc. June 2002 - September 2008
UBS January 2006 - February 2006
Skills
Investments, Small Business, Financial Services, Retirement, Finance, Personal Finance, Wealth, Series 7, Fixed Annuities, Mutual Funds, IRAs, High Net Worth..., Start-ups, Portfolio Management, Management, Wealth Accumulation, Investment Strategies, 401k, Asset Allocation, Series 63, Insurance, Asset Management, Life Insurance, Securities, Alternative Investments, Risk Management, Disability Insurance, Building Business..., Program Management, Long-term Care, Uniform Combined State..., Investment Management, 401k Rollovers, Pensions, ETFs, Roth IRA, Bank Investment Programs
Education
State University of New York Empire State College 2007 — 2010
MBA, Business Administration
Keuka College 2004 — 2006
Bachelors, Management with Concentration in Entrepreneurship
Alfred State College - SUNY College of Technology 2002 — 2004
Associates, Banking and Financial Services
Stamford Central School 1999 — 2002
UBS January 2012 - Present
Education
Smith College 2012 — 2014
Exercise and Sports Studies
American International College 2008 — 2012
Bachelor of Science (B.S.), Sports and Recreation Management
Holyoke High School 2004 — 2008
Ameriprise Financial Service, Inc. April 2010 - Present
UBS April 1986 - April 2010
Education
University of Wisconsin-Madison 1975 — 1977
MBA
American University 1970 — 1974
BS
PROjection November 2013 - Present
As U Wish, Inc. January 2010 - Present
USO August 2011 - November 2013
Transurban August 2010 - August 2011
Calibre CPA Group PLLC August 2008 - August 2010
Calibre CPA Group PLLC January 2008 - April 2008
Calibre CPA Group PLLC June 2007 - August 2007
UBS June 2006 - December 2006
Skills
Accounting Applications, Financial Reporting, Financial Accounting, Internal Controls, Financial Analysis, Accounting, Auditing, Business Analysis, Business Process..., Internal Audit, Forecasting, Corporate Finance, Nonprofits, Budgets, Cost Accounting, Tax, Financial Statements, Access, QuickBooks
Education
American University - Kogod School of Business 2005 — 2008
BS, Accounting, Management
Mind The Gap July 2015 - Present
We Do Records 2014 - Present
UBS September 2012 - December 2012
Skills
Pro Tools 10, Finance, Adobe Creative Suite, Reason 6.5, Basic HTML, Microsoft Excel, Reason 7, Audio Recording, Audio Production, Final Cut Pro 7, Audio Electronics, Audio Engineering, Recording, Microsoft Office, PowerPoint, Editing, Pro Tools, Music Industry, Management, Microsoft Word, Teaching, Sound, Photoshop, Music
Education
Art Institute of Philadelphia 2014 — 2015
Bachelor's Degree, Audio Production and Engineering
Illinois Institute of Art 2013 — 2014
Bachelor's degree, Audio Production
American University 2008 — 2012
Bachelor of Science (B.S.), Psychology
Deloitte & Touche LLP September 2003 - Present
UBS January 2002 - April 2002
Skills
Insurance, Financial Accounting, IPO Readiness, Vendor Risk Assesssment, Financial Reporting, SEC Financial Reporting, IPO, Sarbanes-Oxley Act, Consumer Products, Financial Statements, SEC filings, Internal Audit, US GAAP, Consolidation, Management Consulting, Internal Controls, Auditing, Finance, SEC Filings
Education
University of Hawaii - College of Business Administration 2007 — 2009
Executive MBA
Alma College 1999 — 2003
BBA, Emphasis in Accounting
UBS May 2015 - Present
FIS June 2015 - August 2015
Farm House Kitchen November 2014 - May 2015
Northwestern Mutual January 2014 - September 2014
Sonic Drive-In June 2009 - January 2014
Texas Roadhouse October 2009 - May 2010
Bass Underwriters May 2008 - August 2009
Skills
Customer Service, Data Entry, Communication, Hospitality, Employee Training, Greeting, Filing, Advertising, Marketing, Restaurants, Customer Satisfaction, Time Management, Leadership, Teamwork, Social Networking, Microsoft Word, Event Planning
Education
Florida Atlantic University 2014 — 2016
BBA Finance, Finance, General, 4.0
University of Kansas 2012 — 2014
Finance, Business/Managerial Economics, 4.0
Allen County Community College 2011 — 2012
4.0
UBS December 2002 - Present
BOMBARDIER October 1999 - June 2001
World Bank Group November 1980 - July 1987
Skills
Wealth Management, Aircraft Finance, Aerospace Industries, Corporate Finance, Multi-generational..., Retirement Plan..., Captives, Music Publishing, Copyright Law, Family Office
Education
American University - Kogod School of Business
BSBA, Finance and International Studies
The George Washington University - School of Business
MBA, Finance
UBS June 2014 - Present
Education
Albion College
Political Science
JP Morgan Chase November 2010 - Present
Capital One Bank November 2008 - November 2009
UBS September 2004 - October 2008
MasterCard September 1999 - September 2004
Skills
Sponsorship, Strategic Partnerships, Leadership, Marketing Strategy, Public Relations, Advertising, Marketing, Digital Marketing, Event Planning, CRM, Marketing Communications, Sports, Entertainment
Education
American University 1997 — 1999
Master of Business Administration, Marketing
Wittenberg University 1989 — 1993
Bachelor of Arts, History
The Kiski School 1985 — 1989
High School
Cisco Systems September 2012 - Present
RezScore June 2011 - 2012
BeautyBloc.com February 2011 - August 2011
Veterans Network Cafe - Career Links November 2010 - January 2011
UBS July 2005 - November 2009
National Center for Missing & Exploited Children 1999 - 2004
Skills
Product Management, Social Media Marketing, Social Media, HootSuite, User Experience, Cross-functional..., Team Leadership, Technical Writing, Technical Training, Creative Problem Solving, HTML, Dreamweaver, SharePoint, Photoshop, MS Office Suite, PowerPoint, Excel, Microsoft Word, Mac OS X, Python, Flask, CSS, OS X, Microsoft Excel, Start-ups, Management, Digital Marketing, Training, Microsoft Office, Cross-functional Team..., Web Development
Education
DePaul University 2013 — 2018
Master of Science (M.S.), Software Engineering
Hackbright Academy 2012 — 2012
Fellowship, Web Development
University of California, Irvine 2011 — 2012
Certificate, Marketing
American University 1997 — 1999
Bachelor of Arts, Women's and Gender Studies
Cornell College 1995 — 1997
Product School
Product School
UBS February 1999 - Present
Skills
Customer Service, Technical Support, Troubleshooting, Training, Project Management, Human Resources, CRM
Education
American InterContinental University 2013 — 2014
Master of Business Administration (M.B.A.), Project Management, 4.0
American InterContinental University 2006 — 2014
Bachelor of Business Administration (BBA), Human Resources Management and Services
Slalom Consulting June 2015 - Present
The Beed Group January 2012 - June 2015
The Producers Group February 2009 - June 2015
UBS August 2007 - August 2008
The Rendon Group, Inc.......INFORMATION AS AN ELEMENT OF POWER May 2005 - August 2005
Skills
Fixed Annuities, Life Insurance, Insurance, Sales, Marketing, Market Research, Strategy, Management Consulting, Change Management, Organizational..., Stakeholder Management, Risk Management, Research, Disability Insurance, Strategic Financial...
Education
American International College 2007 — 2008
MBA, International Business
The George Washington University 2003 — 2007
BA, Economics
Episcopal High School 2000 — 2003
VMware March 2015 - Present
VMware June 2013 - March 2015
TD Ameritrade November 2011 - June 2013
Talecris Plasma Resources January 2005 - January 2012
JUST Capital Alliance, L.P. August 2003 - January 2005
Daystar Television Network March 2002 - August 2003
UBS May 2001 - March 2002
Gallagher Financial March 1999 - May 2001
Skills
Process Improvement, Project Coordination, Microsoft Office, Mutual Funds, Strategic Financial..., Access, Series 7, Visio, Wealth Management, Retirement Planning, Risk Management, Expense Management, Investments, Training, Management, Business Analysis, Program Management, SDLC, Software Documentation, Business Process, Leadership, Strategy, Team Leadership
Education
American InterContinental University 2007 — 2009
Bachelors of Business Administration, Operations Management
American InterContinental University 2007 — 2008
Associated of Business Administration, Business
Design Strategy Corporation May 2015 - Present
- Independent March 2008 - Present
Citigroup August 2007 - February 2008
UBS June 2006 - December 2006
HSBC January 2006 - May 2006
MBNA Bank June 2004 - December 2005
I-Behavior 2001 - 2003
Reader's Digest Benlux 1999 - 2001
PaineWebber Inc. 1993 - 1998
Skills
Data Analysis, SAS Programming, SQL, COBOL, MVS/TSO, JCL, Oracle, Unix, Cognos, IT Project & Program..., Microsoft Office, Strategic Planning, Data Warehousing, Databases, Microsoft Word, PowerPoint, Customer Service, Windows, English, Outlook, Visio, OS/390, pSOS, Microsoft Excel, Database
Education
American InterContinental University 2001 — 2004
Bachelor of Information Technology coursework, Computer Technology/Computer Systems Technology
Chubb Institute 1991 — 1993
Diploma, Programming Structuring and Design
Ernst & Young August 2012 - Present
Morgan Stanley March 2008 - August 2012
Morgan Stanley July 2007 - April 2008
UBS September 2006 - July 2007
Skills
Operations, Business Relationship..., Strategic Sourcing
Education
American University
MBA, International Business
UBS January 2009 - Present
Merrill Lynch April 2000 - January 2009
CIB Marine Bancshares, Inc. May 1998 - April 2000
Education
College for Financial Planning 2003 — 2003
Chartered Retirement Planning Counselor
Anderson University 1991 — 1996
Bachelors, Secondary Education / Social Studies
Urban Squash Cleveland September 2014 - Present
The House of Mercy and the John F. Kennedy Center July 2012 - July 2014
Allegheny College January 2010 - May 2012
Allegheny College June 2011 - August 2011
Fresh From The Vines Sustainable Farm June 2011 - August 2011
Meadville Area Water Authority June 2011 - August 2011
UBS June 2009 - August 2009
Allegheny College September 2008 - May 2009
Cleveland Metroparks May 2008 - August 2008
Skills
Community Outreach, Volunteer Management, Public Speaking, Event Planning, Non-profits, Research, Social Media, Community Organizing, Microsoft Office, Nonprofits, Social Networking, Public Relations, Environmental Awareness, Leadership, Public Policy, Facebook, GIS, Environmental Science
Education
Allegheny College 2008 — 2012
BA, Environmental Studies and Women's Studies
The Hawken School 2004 — 2008
High School Diploma
UniCredit AG May 2013 - July 2015
CNBC 2011 - January 2015
Westpac April 2011 - March 2013
UBS September 2009 - April 2011
Lily Pond Capital Management December 2007 - October 2009
Corus Capital Management 2005 - 2007
Deutsche Bank November 2000 - May 2005
Federal Reserve Board of Governors January 1998 - July 2000
Skills
FX Options, Hedge Funds, Global Macro, Financial Markets, Foreign Exchange, Strategy, Emerging Markets, Options, Technical Analysis, Bloomberg, Commodity, Capital Markets, Fixed Income, Trading, Economics, Hedging, Derivatives, Equities, Market Data, Swaps, Bonds, Trading Systems, Electronic Trading, Asset Management, Investment Strategies, Risk Management, Portfolio Management, Finance, Investments, Equity Derivatives, Quantitative Analytics, Securities, Investment Banking, Equity Trading, Alternative Investments, Structured Products, FX trading, Investment Management, Macroeconomics, Equity Research, Financial Services, Interest Rate..., Credit Derivatives, Proprietary Trading, Quantitative Finance, Currency, Valuation, Financial Modeling, Private Equity, Asset Allocation
Education
Columbia University - Graduate School of Journalism
Master of Science (M.S.), Investigative Reporting; Multimedia Master's Project on The Business of Being a Life Coach
Amherst College 1994 — 1998
B.A. magna cum laude, Economics and Political Science
Covenant September 2015 - Present
Argo Group International Holdings, Ltd. June 2014 - March 2015
St. Mary's University January 2014 - May 2014
The Sunglass Shop January 2013 - January 2014
Edward Jones May 2013 - August 2013
UBS March 2012 - May 2012
Skills
Research, Social Media, Teamwork, Public Speaking, Microsoft Office, Microsoft Word, Investments, Analysis, Market Research, Marketing, Financial Analysis, Sales, Time Management, Finance, Start-ups, Nonprofits, PowerPoint
Education
St. Mary's University 2010 — 2014
Bachelor of Business Administration (BBA), Corporate Finance, Senior
American University 2012 — 2012
International Business, Junior
Resolute Family Wealth Managment February 2015 - Present
UBS October 2007 - February 2015
A.G. Edwards & Sons, Inc. January 1993 - October 2007
Education
Allegheny College 1986 — 1987
Bachelor of Science (BS), Economics
Movable Ink February 2015 - Present
Creating Miss Jones January 2012 - Present
The Durst Organization October 2014 - February 2015
Cushman & Wakefield February 2014 - September 2014
Amplify Education March 2013 - September 2013
Time Warner Inc. 2012 - 2012
UBS 2011 - 2011
Data Industries 2009 - 2010
INROADS 2006 - 2009
Food Bank For New York City 2005 - 2005
Skills
iCIMS, Recruiting, Greenhouse, Interviews, Management, Program Management, Hiring, Microsoft Office, Sourcing, Applicant Tracking..., Talent Management, Leadership, Team Leadership, Training, PowerPoint, Onboarding, Project Management, Customer Service, Executive Search, Fundraising, Leadership Development, Cross-functional Team..., Event Planning, Sales, New Business Development, Encore, BrassRing, Coaching, Visio, Networking
Education
Agnes Scott College 1996 — 2000
Bachelor's of Arts, International Relations
Albert G. Oliver Program 1992 — 1996
Groton School 1992 — 1996
Ronald Edmonds Learning Center- Summit
MontaRosa June 2014 - Present
Spencer Stuart July 2007 - May 2014
UBS August 2006 - July 2007
Partner Reinsurance March 2003 - August 2006
Julie's Concierge Services January 2000 - August 2006
PricewaterhouseCoopers/IBM October 2001 - March 2003
Oxford Health Plans December 1992 - April 2001
Education
Cornell University 2015 — 2015
Master's Certificate in Human Resources
Albertus Magnus College 2002 — 2005
B.S. - 3.9 GPA, Business Administration
CenturyLink June 1999 - Present
UBS 1998 - 1999
United States Marine Corps June 1982 - February 1989
Skills
Data Center, System Administration
Education
American InterContinental University 2004 — 2005
Master's, Information Technology
The Chubb Institute of Technology
Diploma, Data Center Support
Bloomfield College 1995 — 1997
Bachelor's degree, Materials Management; Business Management
Essex Count College 1990 — 1992
AS Business Administrations, Business Administrations
UBS October 2014 - Present
CIT August 2013 - September 2014
UBS June 2012 - August 2012
United Nations Foundation January 2012 - May 2012
U.S. House of Representatives September 2010 - December 2010
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Italian, Microsoft Word
Education
American University 2009 — 2013
Bachelor of Science; Business Administration, Finance, General
Università degli Studi di Roma Tre 2011 — 2011
Study Abroad Program
Duferco June 2012 - April 2015
UBS April 2011 - June 2011
Indian Institute of Technology, Madras December 2009 - May 2010
Math Computing Society, CEG December 2009 - May 2010
CEG TECH FORUM October 2008 - February 2010
HeyMath! May 2008 - November 2008
Skills
Trading, FX Options, C, Management, Financial Markets, Derivatives, Corporate Finance, Emerging Markets, C++, Java, Options, Strategy, Commodity, Finance, Structured Products, Financial Risk, Investment Banking, Analysis, Valuation, Hedging, Portfolio Management, Project Finance, Equities, Trade Finance, Mobile Applications, Data Analytics, J2EE Web Services
Education
New York University 2015 — 2017
Master’s Degree, Computer Science
Indian Institute of Management, Bangalore 2010 — 2012
MBA, Finance
Anna University 2005 — 2010
Master Of Science, Computer Science, Gold Medallist
UCLA April 2010 - Present
UBS July 2007 - Present
Goldman, Sachs & Co. 1998 - 2007
Pfizer, Inc. January 1996 - July 1998
Pfizer, Inc. June 1992 - January 1996
US Army June 1989 - June 1992
Education
United States Army War College 2013 — 2015
Master of Arts (MA), Military Strategic Studies, General
American Public University System 2004 — 2009
MA (with honors), Military Studies - Civil War
Command and General Staff College 2005 — 2006
NA, Leadership
University of California, Los Angeles - The Anderson School of Management 1995 — 1996
MBA, Finance
United States Military Academy at West Point 1985 — 1989
BS, Engineering
Livingston High School 1982 — 1985
High School
Diversified Portfolios, Inc March 2012 - Present
FIG Partners November 2010 - March 2012
UBS June 2009 - August 2009
Southern Cross Equities February 2009 - May 2009
Skills
Financial Modeling, Financial Analysis, Excel, Report Writing, Portfolio Management, Word, Problem Solving, Equity Research, Banking, Industry Analysis, Market Research, Valuation, Mergers, Research, Microsoft Office, PowerPoint, Bloomberg, Social Media, Analysis, Microsoft Excel, Microsoft Word, Investment Management, Mergers & Acquisitions
Education
Albion College 2006 — 2010
Bachelors, Business Management
Cranbrook Kingswood 1992 — 2006
UBS September 2015 - Present
U.S. Coast Guard May 2012 - June 2015
U.S. Coast Guard 2009 - 2012
U.S. Secret Service 2006 - 2008
Sears, Roebuck and Co. 2005 - 2005
Skills
Intelligence Analysis, Intelligence, National Security, Military, Military Experience, Government, Law Enforcement, Security, Firearms, Signals Intelligence, Homeland Security, Police, Loss Prevention, Spatial Databases, DoD, Counterterrorism, Executive Protection, Emergency Management, Security Clearance
Education
American Military University 2012 — 2015
Master's Degree, Intelligence studies
National Cryptologic School 2012 — 2015
State University of New York College at Oneonta 2002 — 2005
Bachelor's Degree, Criminal justice
The Kogod School of Business at American University December 2014 - Present
ConocoPhillips May 2014 - Present
American University August 2011 - Present
UK Trade & Investment (UKTI) August 2013 - January 2014
Energy XXI May 2013 - August 2013
UBS August 2012 - December 2012
Invercauld Lodge, LLC June 2012 - August 2012
FreshBerry Frozen Yogurt Cafe April 2009 - October 2009
Skills
Customer Relations, Diplomacy, Wiring, Leisure Travel, Travel Management, Budgeting, Fundraising, Public Speaking, Non-profits, Budgets, Community Outreach, Nonprofits, Customer Service, Research, Politics, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Event Planning, Microsoft Word
Education
American University 2011 — 2015
Bachelor of Science, International Business
American University 2011 — 2015
UBS May 2014 — Present
D. E. Shaw & Co., L.P. September 2012 — May 2014
US Securities and Exchange Commission 2008 — 2012
Mayer Brown 2006 — 2008
Skills
Derivatives, Equities, Dodd-Frank, Options, Securities, Capital Markets, Structured Products, Investments, Swaps, Trading
Education
American University, Washington College of Law 2004 — 2007
JD
Harvard University 1998 — 2000
M.T.S.
University of Virginia 1992 — 1996
B.A.
UBS June 2010 - September 2011
Wedbush Securities March 2006 - May 2010
Natexis Bleichroeder September 2004 - November 2005
WestEnd New Media February 2000 - 2002
Skills
Financial Analysis, Equity Research, Modelling, Financial Writing, Investments, Investment Advisory, Finance, Modeling, Financial Modeling, Capital Markets, Strategy, Corporate Development, Bloomberg, Valuation, Equities, Mergers & Acquisitions, Asset Managment, Investment Banking, Corporate Finance, Business Strategy, Securities, Hedge Funds, Emerging Markets, Asset Management, Alternative Investments, Economics, Due Diligence, Venture Capital, Portfolio Management, Investor Relations, Private Equity, Investment Management, Fixed Income, Equity Valuation, Financial Markets, Series 7, Trading
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance and Economics
Amherst College 1994 — 1998
Bachelor of Arts, History
Walt Whitman 1990 — 1994
High School Diploma
UBS August 2011 - June 2014
UBS January 2009 - August 2011
UBS June 2006 - December 2008
UBS February 2005 - June 2006
UBS November 2004 - February 2005
UBS September 2003 - November 2004
UBS December 2002 - September 2003
UBS March 2002 - November 2002
Skills
Market Risk, Equities, Derivatives, Financial Risk, Trading, Credit Risk, Credit, Finance, Investment Banking, Risk Management, Strategy
Education
Cass Business School 2005 — 2007
MSc, Mathematical Trading & Finance
Alliance Manchester Business School 1997 — 2001
MMath(Hons), Mathematics
Tullett Prebon January 2014 - Present
Bank of Tokyo-Mitsubishi UFJ June 2013 - Present
LJE January 2013 - Present
CJC 2013 - 2015
CJC 2013 - 2015
UBS February 2012 - January 2013
RBC March 2011 - October 2011
CSFB December 2003 - December 2010
Skills
Market Data, Bloomberg, RMDS, Wombat, Fixed Income, Equities, TIBCO Rendezvous, Banking, Business Analysis
Education
American University - Kogod School of Business
BS, Information Technology & International Business
Amazon February 2014 - Present
Capital One December 2011 - February 2014
UBS July 2007 - December 2011
Computer Network Solutions June 2006 - September 2006
Skills
Business Analysis, Oracle, Data Warehousing, SQL, Software Development, Analysis, Requirements Analysis, Microsoft SQL Server, Informatica, Unix, Sybase, Project Management, Process Improvement, Financial Modeling, Databases, Competitive Analysis, Business Analytics, Big Data, Business Intelligence, Churn analysis, Competitive industry..., Strategic frameworks, Business Strategy, Teradata, MS Access, SAS, Pig, Hive, Hadoop, Crystal Reports, ETL, .NET, Advanced Excel, Pivot Tables, Regression Analysis, VBA, C++, C and C++
Education
New York University 2011 — 2011
Graduate (Continuing Education), Advanced Finance, Statistics, Accounting
State University of New York at Stony Brook 2005 — 2007
Master of Science, Computer Science
Andhra University 2001 — 2005
Bachelor of Engineering, Computer Science
M P Birla 1993 — 2000
Middle/High School
Booz Allen Hamilton February 2011 - Present
Deloitte Consulting July 2007 - February 2011
Bank of America May 2006 - May 2007
UBS September 2005 - March 2006
Skills
Business Analysis, Business Process, Business Process..., Management Consulting, Program Management, Change Management, Business Process..., Business Strategy, Financial Modeling, Strategy, Organizational Design, Business Transformation, Business Intelligence, PMP, Business Case, Government, PMO, IT Strategy, Team Leadership, Leading Meetings, Project Management, Strategic Communications, Strategic Planning, E-Learning, Training, Staff Development, Volunteer Management, Violence Against Women, Women Leaders, Community Outreach, Project Planning, Leadership, Risk Management, Performance Management, Business Process Design, Entrepreneurship, Management, Consulting, Workshop Facilitation, Governance, Analysis, Strategic Consulting, Process Engineering, Proposal Writing, Organizational..., Human Capital, Performance Improvement, Project Portfolio..., Human Resources, Process Improvement
Education
Georgetown University - The McDonough School of Business 2015 — 2015
American University - Kogod School of Business
BS, Business Administration, Specialization in Finance
UBS May 2011 - Present
UBS January 2007 - May 2011
FXCM 2003 - 2006
John Hardy 2002 - 2003
Tateossian Lonon 1999 - 2001
Education
The London School of Economics and Political Science (LSE) 1997 — 1998
American University 1993 — 1997
BA, Philosophy
Bank of America April 2015 - Present
Metlife September 2011 - April 2015
JP Morgan Chase July 2010 - October 2011
UBS January 2006 - July 2010
Telcordia Technologies January 2000 - January 2004
Skills
SOA, Enterprise Architecture, Solution Architecture, Agile Methodologies, Relational Databases, Software Project..., WebSphere Application..., ESB, TIBCO, Business Analysis, Middleware, Java, Project Management
Education
Andhra University 1993 — 1995
MHRM, Human Resource Management
New Jersey Institute of Technology
MS, Computer Science
UBS 2006 - 2010
HIP 2004 - 2005
perot systems 1998 - 2004
Perot Systems (at UBS) 1998 - 2003
Skills
SQL, DB2, Vendor Management, Data Warehousing, SDLC, Business Analysis, Mainframe, Requirements Analysis, Unix, IT Strategy, COBOL, Sybase, Software Project..., IT Management, Management, ITIL, Investment Banking, Agile Methodologies, Enterprise Architecture, Disaster Recovery, Trading Systems
Education
American International College 1972 — 1977
UBS DBAWorldCom1999 - 2003
Education
Andhra University 1989 — 1992
UBS September 2015 - Present
Manulife Financial July 2015 - September 2015
Sapient Global Markets 2012 - 2015
Citi 2007 - 2012
Patni Computer Systems (iGATE) 1997 - 2007
Skills
SDLC, Business Analysis, Financial Services, Requirements Analysis, Software Project..., Capital Markets, Requirements Gathering, Portfolio Accounting, Derivatives, Equities, Portfolio Management, Investment Banking, Trading Systems, Hedge Funds, User Acceptance Testing, Advent Geneva, Fixed Income, Software Development, Agile Project Management, Offshoring
Education
Indian Institute of Management, Kozhikode 2005 — 2006
One Year Post-Graduate Programme in Executive Management (PGCPM)
The Institution Of Engineers (India) 1992 — 1996
Bachelor’s Degree, Electronics Engineering
Andhra University 1989 — 1992
Bachelor’s Degree, Economics - Maths - Politics
Amazon Web Services July 2015 - Present
Amazon August 2013 - June 2015
Carnegie Mellon University 2011 - 2013
UBS June 2012 - August 2012
Goldman Sachs December 2010 - June 2011
Sapient November 2009 - December 2010
MindTree Ltd September 2005 - November 2009
Skills
Product Management, Technology Strategy..., Ideas Development, Marketing Strategy, Product Marketing, Product Development, Data Analysis, Software Development, Mentoring, IT Strategy, SQL, People Development, People Skills, Persuasive Presentations, Management Consulting, Agile Methodologies, Cross-functional Team..., Business Process..., Analytics, SDLC, Business Analysis, Requirements Analysis, Software Project..., Strategy, Business Intelligence, Microsoft SQL Server, Vendor Management, Requirements Gathering, CRM, Pre-sales, Business Strategy
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA
Symbiosis Institute of Mass Communication 2004 — 2006
PG Degree
Anna University 2001 — 2005
B.Tech
Cluny Matric 1998 — 2001
Best Student of Class XI
Bisceglia LP January 2007 - Present
MarketConneX 2000 - 2001
Wit Capital July 1998 - January 2000
UBS March 1994 - May 1996
Computerland 1987 - 1994
Skills
Investments, Financial Planning, Start-ups, Asset Managment, Portfolio Management, Equities, Executive Management, Banking, Business Strategy, Strategic Planning, New Business Development, Sales Management, Fixed Income, Due Diligence, Real Estate, Selling, Mergers
Education
The American College
ChFC, Financial Services
The American College
CLU, Life Sciences
Rutgers, The State University of New Jersey-New Brunswick
MS, Policy Development
American University - Kogod School of Business
MBA, Real Estate
Rutgers, The State University of New Jersey-New Brunswick
BA, English Literature
UBS March 2012 - Present
UBS October 2013 - April 2014
UBS Wealth Management July 2009 - February 2012
UBS Wealth Management July 2007 - June 2009
UBS Wealth Management June 2006 - August 2006
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
MBA
Alfred University 2003 — 2007
Finance
Bank of America February 2014 - Present
Bank of America July 2009 - Present
Bank of America 2005 - 2009
UBS March 2004 - February 2005
GFINet 2001 - 2004
Citrix Systems 2001 - 2002
Chase Manhattan Corporation February 1999 - July 2000
National Stock Exchange of India Limited February 1998 - March 1999
Skills
Fixed Income, Derivatives, Capital Markets, Trading Systems, SDLC, Sybase, Agile Methodologies, Risk Management, Enterprise Architecture, Software Development, Unix, Market Data, Java Enterprise Edition, Credit Derivatives, SQL, Structured Products, Bloomberg, XML, VBA, Oracle, Market Risk, Distributed Systems, Perl, C#, JMS, Spring, Java, Microsoft SQL Server, MBS, Unix Shell Scripting, Multithreading, Web Services, Requirements Gathering, Agile Project Management, Scrum, Hibernate, Weblogic, Data Modeling, Tomcat, Object Oriented Design, Design Patterns, Bonds
Education
University of Hyderabad 1996 — 1998
Masters
Andhra University 1992 — 1996
Bachelors
Barclays November 2013 - Present
UBS July 2011 - October 2013
Morgan Stanley Smith Barney February 2006 - June 2011
Morgan Stanley April 2004 - January 2006
AT&T September 2002 - May 2004
Metrosoft April 1997 - August 2002
Heineken Grupa Zywiec September 1996 - June 1997
Skills
Secure SDLC, Information Security..., Information Security, CISSP, Penetration Testing, Vulnerability Assessment, Business Continuity, PCI DSS, Security Awareness, Application Security, IT Audit, Security, Security Audits, ISO 27001, Vulnerability Management, Security Architecture..., Computer Forensics, Enterprise Risk..., Risk Assessment, Risk Management, Cloud Computing, Enterprise Architecture, Security Policy, Unix, Web Application Security, Firewalls, Data Center, Disaster Recovery, Infrastructure, Solaris, Network Security, Operational Risk..., Incident Management, DNS, Infrastructure Security, Computer Security, IT Risk Management, Governance, Identity Management
Education
Akademia Górniczo-Hutnicza im. Stanisława Staszica w Krakowie 1992 — 1997
Master's degree
SOL Partners, LLC September 2014 - Present
UBS March 2007 - August 2013
Skills
Equities, Portfolio Management, Wealth Management, Investments, Finance, Strategic Planning, Financial Analysis, Marketing Strategy, Asset Management, Management
Education
American University - Kogod School of Business 2000 — 2004
IntercontinentalExchange, Inc. January 2013 - Present
UBS investment Bank August 2005 - Present
UBS August 2005 - January 2013
New York Times August 2004 - August 2005
Skills
Data Modeling, SDLC, Sybase, Oracle, PL/SQL, Unix, ETL, SQL, User Acceptance Testing, Data Warehousing, Performance Tuning, Database Design, Unix Shell Scripting
Education
Alexandria University 1992 — 1996
B.S., computer Science
New York Life Insurance Company 2013 - Present
Morgan Stanley 2010 - 2013
Standard & Poor's May 2010 - September 2010
UBS September 2007 - March 2010
Merrill Lynch May 1995 - March 2004
Education
Allegheny College
BA, English, Economics
Rutgers Graduate School of Management
MBA, Finance, Marketing
UBS April 2002 - Present
Merrill Lynch 1992 - 2001
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1990
Master of Business Administration (MBA), International Finance
American University 1982 — 1986
Ecole des Roches 1975 — 1982
Baccalaureat
UBS July 2014 - Present
UBS November 2011 - July 2014
Port Authority of New York and New Jersey June 2008 - November 2011
Skills
Economic Development, Public Policy, Policy Analysis, Policy, Event Planning, Microsoft Office, Social Media, Public Speaking, Non-profits, PowerPoint, Budgets, Media Relations, Strategic Planning, Microsoft Excel
Education
American University 2003 — 2007
Master of Arts (M.A.), Political Science and Government
MatlinPatterson August 2012 - Present
Societe Generale May 2011 - August 2012
Braver Stern & Co. June 2009 - May 2011
UBS December 2006 - May 2009
Skills
Fixed Income, Asset Management, Portfolio Management, Structured Products, Trading, CMBS
Education
Amherst College 2000 — 2004
Norwell High School 1996 — 2000
UBS November 2014 - Present
Barclays September 2007 - November 2014
Lehman Brothers May 2007 - September 2008
KBW May 2002 - May 2007
Skills
Valuation, Private Equity, Investments, Investment Banking, Hedge Funds, Fixed Income, Financial Modeling, Due Diligence, Client Relations, Capital Markets, Bloomberg, Alternative Investments
Education
Amherst College
Barclays Capital September 2008 - Present
Lehman Brothers October 2006 - September 2008
UBS 2004 - 2006
General Electric 2000 - 2004
Education
Anna University 1994 — 1998
B.E, Electronics and Communication
RBC Capital Markets February 2009 - Present
UBS July 1985 - June 2008
UBS Investment Bank 1985 - 2008
Skills
Fixed Income, Bonds, Bloomberg, Investment Banking, Valuation, Hedge Funds, Equities, Capital Markets, Series 7, Securities, Derivatives, Trading, Investments
Education
Adelphi University
University of Florida
BA
University of Florida
BA
Independent Consultant August 2014 - Present
Canadian Tire August 2014 - July 2015
UBS June 2007 - July 2014
Sun Microsystems June 2005 - April 2007
CMC Ltd 1997 - 2005
AT&T Wireless 2003 - 2004
Skills
Solaris, Red Hat Linux, Veritas Cluster Server, Sun Cluster, RHCS, Sun, Perl, Unix Shell Scripting, Storage, Disaster Recovery, Data Center, Veritas Volume Manager, High Availability, Solaris Volume Manager, RedHat, ZFS, System Administration, Troubleshooting, Servers, Cluster, Unix, Shell Scripting, Storage Area Networks, NFS, Linux, Technical Support, Solaris Zones, SAN, Performance Tuning
Education
Andhra University 1996 — 2000
Bachelor's degree, Electrical and Electronics Engineering
UBS June 2013 - Present
UBS 2007 - Present
UBS Wealth Management November 2007 - June 2013
UBS Wealth Management July 2005 - November 2007
UBS International Inc. June 2002 - July 2005
Skills
AML, Compliance, Risk, Securities, Private Banking, Management, Anti Money Laundering, FINRA, Financial Regulation, Regulations, Risk Management, Wealth Management
Education
American University, Washington College of Law 1995 — 1999
JD
Connecticut College 1989 — 1993
BA, Psychology, Italian Literature
Dovetail August 2012 - Present
UBS November 2011 - August 2012
Dowjones August 2010 - November 2011
Infosys Technologies Ltd July 2004 - August 2010
Skills
Java, Multi Threading and..., J2EE, Spring, Struts, Hiberante, JUnit, CruiseControl, Hudson, Groovy, Web 2.0, JSF, EJB, AJAX Frameworks, Caching, Web Services, Maven, Ant, jQuery, Dojo, YUI, Java Enterprise Edition, AJAX
Education
Anna University
B.Tech, Electronics
FKC Partners 2015 - Present
Guardian Life February 2011 - January 2015
Prokypto, Inc. January 2004 - February 2011
A.T. Kearney September 1992 - January 2004
UBS 1991 - 1991
Cushman & Wakefield 1988 - 1990
Skills
Sourcing, Acquisition Integration, Change Management, Strategic Sourcing, Management Consulting, Risk Management, Outsourcing, Procurement, Vendor Management, Strategy, Management, Project Management, Program Management, Operations Management, Performance Improvement, IT Strategy, Mergers, Business Strategy, Cross-functional Team..., Business Process..., Business Transformation, Business Planning, Process Improvement, Executive Management, Leadership, Start-ups, Business Process, Mergers & Acquisitions, Strategic Planning, Finance, Business Development, Analytics, CRM, Business Analysis, Consulting, Financial Services, Governance, Product Management, SaaS, Strategic Partnerships, Business Intelligence, Financial Modeling, P&L Management, Competitive Analysis, Operational Excellence, Professional Services, Six Sigma, Business Process..., PMO, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA, Business strategy and Finance
Université Paris-Sorbonne
DESUP, Master in Real Estate Management & Law, Real Estate
American University of Beirut
Bachelor's degree in Business Administration (B.B.A.), minor Mathematics
Citigroup March 2013 - December 2014
FXall July 2011 - September 2012
Financial Industry Regulatory Authority July 2007 - December 2008
UBS 2004 - 2006
Bank of America 2004 - 2004
Bell Labs Lucent Technologies October 1998 - October 2003
Parametric Technology Corporation 1995 - 1998
CRIS (Centre for Railway Information Systems) January 1992 - January 1995
Skills
Agile Methodologies, ClearCase, Unix, Java Enterprise Edition, Perl, Java, Software Project..., Solaris, Spring, XML, SOA, Software Development, Testing, SQL, Ant, Data Warehousing, Tomcat, Eclipse, Web Services, Shell Scripting, Oracle, Hibernate, PL/SQL
Education
Indian Institute of Technology, Roorkee 1989 — 1991
M.E, Computer Aided Design
Andhra University 1982 — 1986
B.E, Civil Engineering
BlackRock March 2014 - Present
MSCI Inc. September 2007 - March 2014
Michael Gold Associates September 2006 - September 2007
UBS September 2003 - September 2006
Morgan Stanley Smith Barney January 2002 - August 2003
Skills
Financial Modeling, Valuation, Finance, Securities, Financial Analysis, Equities
Education
Gettysburg College 1999 — 2003
BA, Business Management
American University 2002 — 2002
International Business and Trade
Canterbury School 1997 — 1999
Citi August 2011 - Present
Credit Suisse First Boston February 2010 - June 2011
Credit Suisse First Boston February 2010 - June 2011
Credit Suisse 2010 - 2010
Merrillinch 2009 - 2010
Marsh 2007 - 2009
UBS 2006 - 2007
Skills
SDLC, Data Modeling, Data Warehousing, Oracle, Crystal Reports, Performance Tuning, ETL, Business Objects, Informatica, Data Integration, Erwin, Databases, PL/SQL, SSIS, Sybase
Education
Andhra University 1995 — 1997
MBA, finance
KB's Upholstery LLC January 2013 - June 2014
UBS 2006 - 2009
Piper Jaffray 1992 - 2006
Skills
Risk Management, Public Speaking, Financial Analysis, Fixed Income, Securities, Microsoft Office, Upholstery, Sewing, Customer Service, Sales Management
Education
Aims Community College 2009 — 2010
Upholstery Certification, Upholstery/Upholsterer
University of Northern Colorado 1978 — 1982
Bachelor of Science (B.S.), Business Administration
New Bedford Public Schools December 2013 - Present
Community Autism Resources November 2011 - Present
Flatbubba Records September 2010 - Present
Behavioral Development and Educational Services April 2011 - December 2013
AccuVal Associates July 2009 - April 2011
UBS January 2009 - June 2009
ADP/BZ Results June 2008 - January 2009
Skills
Microsoft Excel, Microsoft Office, Google Docs, Applied Behavior..., Behavior Management, Behavior Modification, Boardmaker, Case Managment, Data Entry, Data Analysis
Education
American International College 2013 — 2015
Master of Education (M.Ed.), Moderate Disabilities (K-8)
Bryant University 2005 — 2009
BS/BA, Business Administration
AIG May 2014 - Present
U.S. Trust February 2013 - May 2014
Law Office of Stevon L. Forrester May 2009 - January 2013
UBS June 2000 - April 2009
The Ayco Company July 1998 - June 2000
Skills
Corporate Law, Finance, Financial Advisory, Estate Planning, Fixed Annuities, High Net Worth..., Insurance, Legal Writing, Life Insurance
Education
New York University School of Law 2001 — 2003
LL.M., Federal Taxation
Albany Law School of Union University 1994 — 1997
JD
Binghamton University - School of Management 1990 — 1994
BS, Accounting
Humber College September 2011 - Present
Mohawk College September 2007 - February 2012
Horizon Utilities September 2008 - January 2010
Northern Trust March 2007 - August 2008
TD Waterhouse February 2004 - September 2006
UBS April 2001 - August 2003
Education
Lake Superior State University 1992 — 1994
MBA, Business Administration
Algoma University 1983 — 1987
B.A., Accounting
YJR LLC 2013 - Present
Innova Solutions LLC 2012 - Present
UBS 2003 - 2014
Credit Suisse First Boston January 2000 - July 2003
DLJ 2000 - 2000
Skills
Business Analysis, Capital Markets, Derivatives, Enterprise Architecture, Equities, Equity Derivatives, Equity Trading, Exchange Connectivity, FX Options, Fixed Income, IT Strategy, Investment Banking, Low Latency, Market Data, Options, Perl, Reference Data, SDLC, Trading, Sybase, Trading Systems, Unix, Electronic Trading, SQL
Education
Marist College 1997 — 1999
M.S., Software Development
Adelphi University 1990 — 1993
B.S, Computer Science
St. Xaviers Kolkata, India
Wells Fargo Advisors May 2015 - Present
Morgan Stanley June 2007 - May 2015
Ubs 2004 - 2007
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., Investment Advisory, Series 63, Retirement, Portfolio Management, Investment Strategies, Securities, Financial Advisory, Estate Planning, CIMA, CRPS
Education
Amherst College 1990 — 1994
AB, Economics
Hawken School 1977 — 1990
High School
Global Marketing Planning, Advisory & Execution 2014 - Present
UBS 1996 - 2013
UBS 2007 - 2011
UBS 2002 - 2007
UBS 2000 - 2002
UBS 1996 - 2000
Salomon Brothers 1986 - 1996
United States Department of Energy 1985 - 1986
Skills
Business Strategy, Marketing Strategy, Project Management, Integrated Marketing, Marketing, Strategy, Management, Event Planning, Marketing Communications, Digital Marketing, Corporate Communications, Event Management, Strategic Communications, Strategic Planning, Entrepreneurship, CRM, Product Marketing, Public Relations, Social Media Marketing, Brand Management, Start-ups, Internal Communications, Market Research, Brand Development, Strategic Partnerships, Business Modeling, Global Cross-Functional..., Conference Coordination, Experiential Events, Public Speaking, Mentoring, Coaching, Relationship Management, Organizational...
Education
Pine Manor College
Bachelor's degree, BA American Studies, Minor Political Science
American University
Washington Semester Program for Political Studies
Richmond, The American International University in London
Fine Arts Program
Whole9 Properties LLC April 2013 - Present
WealthTouch, Inc. July 2012 - January 2013
WealthTouch, Inc. October 2010 - June 2012
Clean Coal Briquette Incorporated March 2010 - November 2010
UBS August 2007 - September 2008
Skills
Business Development, Investments, Financial Modeling, Microsoft Excel, Financial Analysis, Project Management, Strategic Planning, Valuation, Management, Leadership
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2015 — 2016
Master’s Degree, Real Estate Development
American International College 2007 — 2009
MBA, International Business Administration
Emory University 2003 — 2007
B.S., Economics; Philosophy
UBS June 1988 - Present
PaineWebber June 1988 - January 2002
Education
Alfred State College - SUNY College of Technology
UBS Investment Bank September 2013 - Present
UBS June 2009 - September 2013
Skills
FATCA, Wealth Management, Financial Services
Education
Albany Law School of Union University
JD
Union College
MBA
UBS February 2011 - Present
JPMorgan Chase February 2004 - February 2008
Lehman Brothers February 2001 - February 2004
Education
National Institute of Technology Calicut 1998 — 2000
M. Tech
Andhra University 1994 — 1998
Bachelors of Engineering
Morgan Stanley March 2015 - Present
UBS July 2013 - March 2015
UBS May 2013 - July 2013
UBS November 2012 - May 2013
Skills
Microsoft Office
Education
Rutgers Business School 2014 — 2017
Master of Business Administration (MBA)
The Pennsylvania State University 2008 — 2012
Bachelor of Science, Economics
American University 2011 — 2011
Social & Economic Action for Lebanon November 2008 - Present
ArtWorks NYC October 2001 - Present
UBS May 1987 - September 1996
Skills
Marketing Strategy, Leadership, Public Relations, Strategic Planning, Public Speaking, Nonprofits, Management, Social Media, Event Management, Management Consulting, Microsoft Office, Strategy, Fundraising, Project Management, International..., Event Planning, French
Education
Boston University 1985 — 1987
MS, Management Information Systems
American University of Beirut 1982 — 1985
BA, Economics
UBS 2004 - Present
Skills
.NET, C#, Web Services, Microsoft SQL Server, Oracle
Education
Andhra University 1998 — 2001
Master of Computer Applications (M.C.A.), Computer Science
Andhra University 1995 — 1998
Bachelor's Degree, Computer Science
sfs
UBS June 2004 - Present
Nielsen Company February 2002 - June 2004
Education
Andhra University
Bank of America Merrill Lynch May 2015 - Present
NYU School of Law 1993 - Present
Credit Suisse July 2010 - May 2015
UBS January 2005 - June 2010
Cravath, Swaine & Moore LLP September 1984 - December 2004
Skills
Strategy, Corporate Finance, Mergers & Acquisitions, Capital Markets, Tax Law, Management, Due Diligence, Financial Modeling, Mergers, Venture Capital
Education
NYU School of Law 1988 — 1992
LL.M., Taxation
NYU School of Law 1981 — 1984
J.D
Amherst College 1974 — 1978
A.B., History; Music
bwin.party digital entertainment May 2015 - Present
Betfair US November 2013 - Present
UBS January 2013 - April 2013
BNY Mellon November 2011 - April 2012
Takara Belmont USA, Inc October 2009 - November 2011
BNY Mellon December 2008 - July 2009
HCL AXON April 2008 - November 2008
Societe Generale January 2007 - February 2008
Tokio Marine Management February 2006 - July 2006
Skills
Computer Hardware, Microsoft Office 2007, Internet Explorer, Internet Research, Administrative Support, Microsoft Excel, Microsoft Word, TCP/IP, Networking, Help Desk Support, Technical Support, Customer Service, Organization, Data Entry, PC building, Filing, Learning Quickly, Accounts Payable, PeopleSoft, Adaptability, Communication Skills, Proactive self-starter, Problem Solving, Windows, Administrative..., Microsoft Office, PowerPoint, Great Plains Software, System Administration, Outlook, Administrative..., Spreadsheets, Management
Education
American Public University System 2014 — 2017
Bachelor of Applied Science (BASc), Computer and Information Sciences and Support Services
DeVry College of New York 2009 — 2011
Associate of Science (A.S.), Computer and Information Sciences and Support Services, 3.0
Highschool of Economics and Finance
UBS Wealth Management 2012 - June 2015
UBS November 2004 - 2012
Merrill Lynch 1995 - 2004
Skills
Equities, Portfolio Management, Wealth Management, Investments, Financial Modeling, Investment Banking, Fixed Income, Asset Management, Capital Markets, Derivatives, Valuation, Financial Analysis, Risk Management, Series 7, Banking, Investment Management, Alternative Investments
Education
American University
Master of Arts (MA), Applied Economics
Colby College
Bachelor's degree
CGI March 2014 - Present
Epsilon Technology Solutions September 2013 - March 2014
US Army June 2010 - May 2013
US Army March 2007 - June 2010
US Army January 2005 - March 2007
UBS June 2000 - June 2004
Skills
CompTIA Network+..., Cisco Technologies, Cisco Call Manager, Call Manager Express, Microsoft Expression, Adobe After Effects, Adobe Creative Suite, Cisco Telepresence, Polycom, Tandberg
Education
American Public University System 2012 — 2016
Bachelor's Degree, Computer and Information Systems Security/Information Assurance, 3.1 GPA
UBS August 1966 - Present
Education
Anderson University 1963 — 1966
Bachelor of Arts (BA), Mathematics and Physics