UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Employee
Years
Job
Industry
William Couch William Couch's UBS Experience April 2013 - Present
Job Vice President at UBS
Industry Financial Services
Experience
UBS April 2013 - Present
Skills
Retirement Planning, Retirement Income..., Legacy Giving, Wealth Management, Investments, Fixed Income, Equities, Hedge Funds, Alternative Investments, Asset Management, Mutual Funds, Banking
Education
Cornell University - Johnson Graduate School of Management 1988 — 1990
Master of Business Administration (MBA), Finance and Marketing
Williams College 1982 — 1986
Bachelor of Arts (B.A.), American History (United States)
UBS April 2013 - Present
Skills
Retirement Planning, Retirement Income..., Legacy Giving, Wealth Management, Investments, Fixed Income, Equities, Hedge Funds, Alternative Investments, Asset Management, Mutual Funds, Banking
Education
Cornell University - Johnson Graduate School of Management 1988 — 1990
Master of Business Administration (MBA), Finance and Marketing
Williams College 1982 — 1986
Bachelor of Arts (B.A.), American History (United States)
Chris Vartanian Chris Vartanian's UBS Experience January 2014 - June 2014
Job christopher.vartanian@ey.com
Industry Financial Services
Experience
EY January 2015 - Present
Charles Schwab June 2014 - August 2014
UBS January 2014 - June 2014
Skills
Accounting, Finance, Microsoft Excel, Investments, Economics, Valuation, Portfolio Management, Bloomberg
Education
William Paterson University of New Jersey 2012 — 2014
Bachelor's degree, Accounting and Financial Planning
County College of Morris 2008 — 2012
Associate's degree, Business Administration
EY January 2015 - Present
Charles Schwab June 2014 - August 2014
UBS January 2014 - June 2014
Skills
Accounting, Finance, Microsoft Excel, Investments, Economics, Valuation, Portfolio Management, Bloomberg
Education
William Paterson University of New Jersey 2012 — 2014
Bachelor's degree, Accounting and Financial Planning
County College of Morris 2008 — 2012
Associate's degree, Business Administration
Dyea Tumlin Dyea Tumlin's UBS Experience March 2004 - February 2005
Job Presenter at Younique
Industry Marketing and Advertising
Experience
Younique November 2014 - Present
Chattanooga First Federal Credit Union November 2014 - July 2015
Hamilton County Department of Education August 2012 - November 2014
First Tennessee Bank April 2005 - August 2011
UBS March 2004 - February 2005
Skills
Trust Management, Trust Services, Administrative Assistant, Executive Assistant, Wealth Management..., Sales Support, Customer Service, Legal Compliance, Legal Documents, Classroom, CRM, Sales Operations, Administration, Administrative..., Office Management, Marketing, Finance, Administrative..., Leadership, Microsoft Office, Sales, Project Management
Education
Covenant College 2003 — 2005
Bachelor's degree, Organizational Management
Younique November 2014 - Present
Chattanooga First Federal Credit Union November 2014 - July 2015
Hamilton County Department of Education August 2012 - November 2014
First Tennessee Bank April 2005 - August 2011
UBS March 2004 - February 2005
Skills
Trust Management, Trust Services, Administrative Assistant, Executive Assistant, Wealth Management..., Sales Support, Customer Service, Legal Compliance, Legal Documents, Classroom, CRM, Sales Operations, Administration, Administrative..., Office Management, Marketing, Finance, Administrative..., Leadership, Microsoft Office, Sales, Project Management
Education
Covenant College 2003 — 2005
Bachelor's degree, Organizational Management
Monica Sipes, CFP® Monica Sipes, CFP®'s UBS Experience January 2013 - April 2014
Job Associate Wealth Advisor at Exencial Wealth Advisors
Industry Financial Services
Experience
Exencial Wealth Advisors April 2015 - Present
ACT Wealth Management, LLC April 2014 - April 2015
UBS January 2013 - April 2014
Fidelity Investments August 2009 - May 2012
Education
University of Texas at Dallas - Naveen Jindal School of Management 2005 — 2009
BBS, Business Administration
Kaplan University 2011 — 2012
Certificate in Financial Planning
Dallas Baptist University
Exencial Wealth Advisors April 2015 - Present
ACT Wealth Management, LLC April 2014 - April 2015
UBS January 2013 - April 2014
Fidelity Investments August 2009 - May 2012
Education
University of Texas at Dallas - Naveen Jindal School of Management 2005 — 2009
BBS, Business Administration
Kaplan University 2011 — 2012
Certificate in Financial Planning
Dallas Baptist University
Nathan Hass Nathan Hass's UBS Experience August 2013 - Present
Job Client Services at UBS
Industry Financial Services
Experience
UBS August 2013 - Present
UC Santa Barbara Recreation Center March 2012 - May 2013
UBS July 2012 - August 2012
La Cumbre Country Club September 2011 - March 2012
Heck Art Studios June 2010 - August 2010
Education
Università Commerciale 'Luigi Bocconi' 2012 — 2013
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
UCSB 2011 — 2013
Bachelor of Arts (B.A.), Economics, 3.5
Cuesta College 2010 — 2011
University of Arizona 2009 — 2010
UBS August 2013 - Present
UC Santa Barbara Recreation Center March 2012 - May 2013
UBS July 2012 - August 2012
La Cumbre Country Club September 2011 - March 2012
Heck Art Studios June 2010 - August 2010
Education
Università Commerciale 'Luigi Bocconi' 2012 — 2013
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
UCSB 2011 — 2013
Bachelor of Arts (B.A.), Economics, 3.5
Cuesta College 2010 — 2011
University of Arizona 2009 — 2010
Gustavo Cerna Gustavo Cerna's UBS Experience January 2010 - May 2010
Job M.P.S. Candidate Cornell University Agriculture and Life Sciences
Industry Food & Beverages
Experience
Starbucks July 2012 - Present
Crossfit MGA January 2012 - Present
MACERCAFE S.A August 2006 - Present
Whirlpool Corporation February 2011 - April 2012
Nicastrading.com August 2011 - January 2012
UBS January 2010 - May 2010
Skills
Import/Export, SAP, International Business, Inventory Management, Logistics, Microsoft Office, International Trade, Specialty Coffee, Coffee, Commodity Risk..., Supply Chain Management, Trading, Supply Chain, Analysis, Negotiation, Forecasting, New Business Development, Management, Project Planning
Education
Cornell University Graduate School 2015 — 2016
Master's degree, Agricultural Economics
Loyola University New Orleans 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance and International Business
Valley Forge Military Academy & College
Starbucks July 2012 - Present
Crossfit MGA January 2012 - Present
MACERCAFE S.A August 2006 - Present
Whirlpool Corporation February 2011 - April 2012
Nicastrading.com August 2011 - January 2012
UBS January 2010 - May 2010
Skills
Import/Export, SAP, International Business, Inventory Management, Logistics, Microsoft Office, International Trade, Specialty Coffee, Coffee, Commodity Risk..., Supply Chain Management, Trading, Supply Chain, Analysis, Negotiation, Forecasting, New Business Development, Management, Project Planning
Education
Cornell University Graduate School 2015 — 2016
Master's degree, Agricultural Economics
Loyola University New Orleans 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance and International Business
Valley Forge Military Academy & College
Khelsi Clarke Khelsi Clarke's UBS Experience June 2013 - August 2013
Job Student at Cornell University
Industry Financial Services
Experience
CALS Student Services January 2013 - Present
Bloomberg LP May 2014 - August 2014
UBS June 2013 - August 2013
UBS June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Event Planning, Spanish, Editing, Photoshop, Data Analysis, Community Outreach, Teamwork, Social Networking, Fundraising
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Communication and Media Studies
Hackley School 2005 — 2011
CALS Student Services January 2013 - Present
Bloomberg LP May 2014 - August 2014
UBS June 2013 - August 2013
UBS June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Event Planning, Spanish, Editing, Photoshop, Data Analysis, Community Outreach, Teamwork, Social Networking, Fundraising
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Communication and Media Studies
Hackley School 2005 — 2011
adolfo avellanet adolfo avellanet's UBS Experience March 2006 - November 2011
Job Currently seeking employment in the financial district
Industry Financial Services
Experience
Broadridge January 2013 - March 2013
UBS March 2006 - November 2011
Skills
Account Reconciliation, Accounts Receivable, Back Office, Banking, Bonds, Equities, FX Options, Financial Services, Fixed Income, Business Analysis, Bloomberg, Capital Markets
Education
CUNY New York City College of Technology
CUNY New York City College of Technology
Broadridge January 2013 - March 2013
UBS March 2006 - November 2011
Skills
Account Reconciliation, Accounts Receivable, Back Office, Banking, Bonds, Equities, FX Options, Financial Services, Fixed Income, Business Analysis, Bloomberg, Capital Markets
Education
CUNY New York City College of Technology
CUNY New York City College of Technology
Edgar Palacios Edgar Palacios's UBS Experience June 2007 - June 2015
Job Senior Consultant at Deloitte
Industry Human Resources
Experience
Deloitte June 2015 - Present
UBS June 2007 - June 2015
Citi June 2003 - June 2007
General Electric October 2002 - May 2003
Skills
Business Analysis, Project Management, Management, Strategic Planning, Leadership, Mergers, Project Planning, Risk Management, Financial Analysis, Financial Modeling, Process Improvement, Financial Services, Business Strategy, Program Management, Training, Change Management, Business Intelligence, Outsourcing, Finance, Business Process..., Cross-functional Team..., Strategy, Performance Management, Operational Risk, Mergers & Acquisitions, Analysis, Human Resources
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Sacred Heart University 2002 — 2003
Master of Science, Computers and Information Systems
Sacred Heart University 1998 — 2002
Bachelor of Science, Business Administration
Deloitte June 2015 - Present
UBS June 2007 - June 2015
Citi June 2003 - June 2007
General Electric October 2002 - May 2003
Skills
Business Analysis, Project Management, Management, Strategic Planning, Leadership, Mergers, Project Planning, Risk Management, Financial Analysis, Financial Modeling, Process Improvement, Financial Services, Business Strategy, Program Management, Training, Change Management, Business Intelligence, Outsourcing, Finance, Business Process..., Cross-functional Team..., Strategy, Performance Management, Operational Risk, Mergers & Acquisitions, Analysis, Human Resources
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Sacred Heart University 2002 — 2003
Master of Science, Computers and Information Systems
Sacred Heart University 1998 — 2002
Bachelor of Science, Business Administration
Tiffanie Sojourner Tiffanie Sojourner's UBS Experience April 2015 - Present
Job Registered Client Service Associate at UBS
Industry Investment Management
Experience
UBS April 2015 - Present
MVP American Securities October 2012 - February 2015
SEPHORA November 2014 - January 2015
California Coast Credit Union April 2011 - October 2012
Vons December 2006 - April 2011
Mission Federal Credit Union August 2005 - December 2006
Bank of America May 2004 - August 2005
Skills
Customer Service, Banking, Outlook, Microsoft Word, Microsoft Excel, Series 7, Series 63
Education
Cuyamaca College 2003 — 2014
Associate of Arts (A.A.), Social and Behavioral Sciences General Studies
UBS April 2015 - Present
MVP American Securities October 2012 - February 2015
SEPHORA November 2014 - January 2015
California Coast Credit Union April 2011 - October 2012
Vons December 2006 - April 2011
Mission Federal Credit Union August 2005 - December 2006
Bank of America May 2004 - August 2005
Skills
Customer Service, Banking, Outlook, Microsoft Word, Microsoft Excel, Series 7, Series 63
Education
Cuyamaca College 2003 — 2014
Associate of Arts (A.A.), Social and Behavioral Sciences General Studies
Andrew Park Andrew Park's UBS Experience July 2001 - June 2003
Job Principal at Warburg Pincus
Industry Venture Capital & Private Equity
Experience
Warburg Pincus September 2008 - Present
The Carlyle Group August 2003 - June 2006
UBS July 2001 - June 2003
DLJ July 2000 - June 2001
Skills
Private Equity, Venture Capital, Corporate Development, Valuation, Financial Modeling, Due Diligence, LBO, Investment Banking, Mergers & Acquisitions, Emerging Markets, Corporate Finance, M&A experience, Investments, Equities
Education
Harvard Business School 2006 — 2008
Master of Business Administration (MBA)
Dartmouth College 1996 — 2000
BA, Economics and Applied Mathematics
Warburg Pincus September 2008 - Present
The Carlyle Group August 2003 - June 2006
UBS July 2001 - June 2003
DLJ July 2000 - June 2001
Skills
Private Equity, Venture Capital, Corporate Development, Valuation, Financial Modeling, Due Diligence, LBO, Investment Banking, Mergers & Acquisitions, Emerging Markets, Corporate Finance, M&A experience, Investments, Equities
Education
Harvard Business School 2006 — 2008
Master of Business Administration (MBA)
Dartmouth College 1996 — 2000
BA, Economics and Applied Mathematics
Laura Kane, CFA, CPA Laura Kane, CFA, CPA's UBS Experience August 2015 - Present
Job Director, Thematic & Sustainable Investing at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Barclays Wealth and Investment Management April 2013 - August 2015
JPMorgan Asset Management March 2011 - April 2013
JPMorgan Private Bank February 2010 - March 2011
JPMorgan Chase July 2007 - February 2010
Skills
Investments, Equity Research, Asset Management
Education
Cornell University 2003 — 2007
BS - Summa Cum Laude, Applied Economics and Management
UBS August 2015 - Present
Barclays Wealth and Investment Management April 2013 - August 2015
JPMorgan Asset Management March 2011 - April 2013
JPMorgan Private Bank February 2010 - March 2011
JPMorgan Chase July 2007 - February 2010
Skills
Investments, Equity Research, Asset Management
Education
Cornell University 2003 — 2007
BS - Summa Cum Laude, Applied Economics and Management
James Lunsford James Lunsford's UBS Experience August 2009 - December 2011
Job Learning & Development
Industry Financial Services
Experience
Applied Catalysts April 2014 - September 2014
Priority Payment Systems August 2012 - April 2014
UBS August 2009 - December 2011
Invesco US August 2002 - June 2008
Northwestern Mutual February 2001 - January 2002
Skills
Financial Services, Call Centers, Management, Investments, Financial Analysis, Portfolio Management, Relationship Management, Account Management, Banking, Leadership, Training, Sales, Retirement, Risk Management, Series 7, Vendor Management, Business Development, Salesforce.com, Program Management, Analysis, Recruiting, Credit, Insurance, Series 63, Strategic Partnerships
Education
Dallas Theological Seminary 2008 — 2011
Master of Arts (M.A.), Biblical Studies
University of North Carolina at Chapel Hill 1995 — 1997
Bachelor of Arts, Political Science
Vanderbilt University 1993 — 1995
The Westminster Schools 1989 — 1993
Applied Catalysts April 2014 - September 2014
Priority Payment Systems August 2012 - April 2014
UBS August 2009 - December 2011
Invesco US August 2002 - June 2008
Northwestern Mutual February 2001 - January 2002
Skills
Financial Services, Call Centers, Management, Investments, Financial Analysis, Portfolio Management, Relationship Management, Account Management, Banking, Leadership, Training, Sales, Retirement, Risk Management, Series 7, Vendor Management, Business Development, Salesforce.com, Program Management, Analysis, Recruiting, Credit, Insurance, Series 63, Strategic Partnerships
Education
Dallas Theological Seminary 2008 — 2011
Master of Arts (M.A.), Biblical Studies
University of North Carolina at Chapel Hill 1995 — 1997
Bachelor of Arts, Political Science
Vanderbilt University 1993 — 1995
The Westminster Schools 1989 — 1993
Gunnar Shaw Gunnar Shaw's UBS Experience June 2011 - July 2011
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley June 2013 - August 2013
UBS June 2011 - July 2011
Skills
Bond Markets, Fixed Income, Teamwork, Lacrosse, Downhill Skiing, Technology, Microsoft Excel, Matlab, Programming Languages, Machine Tools
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (BA), Engineering
Morgan Stanley June 2013 - Present
Morgan Stanley June 2013 - August 2013
UBS June 2011 - July 2011
Skills
Bond Markets, Fixed Income, Teamwork, Lacrosse, Downhill Skiing, Technology, Microsoft Excel, Matlab, Programming Languages, Machine Tools
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (BA), Engineering
Joseph Donovan Joseph Donovan's UBS Experience November 2006 - April 2009
Job Cape Securities
Industry Financial Services
Experience
Cape Securities, Inc June 2009 - Present
UBS November 2006 - April 2009
Courtney, Donovan, & Hutchins January 2004 - November 2006
BOC Gases January 1998 - January 2004
Integrated Oxygen Systems Inc. September 1994 - January 1998
Air Liquide, DEGUSSA and Management Recruiters November 1982 - August 1994
Skills
Start-ups, Business Development, Strategy, Change Management, Portfolio Management, Product Development, CRM, Sales, Management, Consulting, Sales Operations, Key Account Management, Project Management, New Business Development, Business Intelligence, Management Consulting, Marketing, Finance, Chemical Engineering, Project Finance
Education
Georgia Institute of Technology 1978 — 1982
ChE, chemical engineering
Creighton University 1976 — 1978
Chemistry
Cape Securities, Inc June 2009 - Present
UBS November 2006 - April 2009
Courtney, Donovan, & Hutchins January 2004 - November 2006
BOC Gases January 1998 - January 2004
Integrated Oxygen Systems Inc. September 1994 - January 1998
Air Liquide, DEGUSSA and Management Recruiters November 1982 - August 1994
Skills
Start-ups, Business Development, Strategy, Change Management, Portfolio Management, Product Development, CRM, Sales, Management, Consulting, Sales Operations, Key Account Management, Project Management, New Business Development, Business Intelligence, Management Consulting, Marketing, Finance, Chemical Engineering, Project Finance
Education
Georgia Institute of Technology 1978 — 1982
ChE, chemical engineering
Creighton University 1976 — 1978
Chemistry
Andrew Sweetland, CFP®'s UBS Experience September 2004 - Present
Job Director, Wealth Advisor, financial planning specialist with the Harris Myers Sweetland Group at UBS
Industry Financial Services
Experience
UBS September 2004 - Present
UBS September 2007 - December 2014
UBS September 2001 - September 2004
UBS September 2000 - September 2001
Education
Dartmouth College 1996 — 2000
Bachelor of Science (B.S.), Psychology
Deerfield Academy 1993 — 1996
Gull Lake
UBS September 2004 - Present
UBS September 2007 - December 2014
UBS September 2001 - September 2004
UBS September 2000 - September 2001
Education
Dartmouth College 1996 — 2000
Bachelor of Science (B.S.), Psychology
Deerfield Academy 1993 — 1996
Gull Lake
Lynn Atkins Lynn Atkins's UBS Experience January 2010 - Present
Job Equity Plan Management
Industry Financial Services
Experience
UBS January 2010 - Present
UBS AG June 2001 - December 2010
Aetna 1992 - 1999
Skills
Vendor Management, Human Resources, Management, Deferred Compensation, Analysis, Project Management, Equity Plan Management, Employee Benefits, Equities, Financial Services, Performance Management
Education
Cornell University
B.S., Industrial and Labor Relations
UBS January 2010 - Present
UBS AG June 2001 - December 2010
Aetna 1992 - 1999
Skills
Vendor Management, Human Resources, Management, Deferred Compensation, Analysis, Project Management, Equity Plan Management, Employee Benefits, Equities, Financial Services, Performance Management
Education
Cornell University
B.S., Industrial and Labor Relations
Kristin Jarvis, CHRL Kristin Jarvis, CHRL's UBS Experience November 2006 - April 2007
Job Human Resources Advisor at Rogers
Industry Telecommunications
Experience
Rogers May 2013 - Present
Score Media Inc. April 2007 - April 2013
The Score Television Network December 2009 - December 2010
UBS November 2006 - April 2007
Toronto Community Housing 2003 - 2006
Toronto Community Housing 2003 - 2006
Skills
HR Policies, Employee Relations, Employee Engagement, Employee Benefits, Performance Management, Succession Planning, Reorganisation, ADP Payroll, Hiring Employees, Employment Standards, Broadcast, Advertising, New Media, Interviews, Management, Human Resources, Recruiting, Social Media, Coaching, Job Descriptions
Education
Humber College 2002 — 2003
Certification, Human Resouces
Dalhousie University 1996 — 2001
BA, History
Rogers May 2013 - Present
Score Media Inc. April 2007 - April 2013
The Score Television Network December 2009 - December 2010
UBS November 2006 - April 2007
Toronto Community Housing 2003 - 2006
Toronto Community Housing 2003 - 2006
Skills
HR Policies, Employee Relations, Employee Engagement, Employee Benefits, Performance Management, Succession Planning, Reorganisation, ADP Payroll, Hiring Employees, Employment Standards, Broadcast, Advertising, New Media, Interviews, Management, Human Resources, Recruiting, Social Media, Coaching, Job Descriptions
Education
Humber College 2002 — 2003
Certification, Human Resouces
Dalhousie University 1996 — 2001
BA, History
Charlotte (Baxter) Maines Charlotte (Baxter) Maines's UBS Experience 2002 - 2003
Job Principal Product Manager at Amazon
Industry Information Technology and Services
Experience
Amazon April 2015 - Present
Amazon August 2013 - March 2015
UCLA Anderson School of Management July 2011 - June 2013
Amazon June 2012 - September 2012
Fisher Property Group January 2006 - June 2011
UBS 2002 - 2003
Skills
Project Management, Website Development, Social Media, Cross-functional Team..., Strategic Communications, Contract Negotiation, Product Management, Digital Strategy, Business Strategy, Qualitative Market..., Deal & Contract..., Management, Leadership, Marketing, Qualitative Research, Product Marketing, Sales, Email Marketing, Online Marketing, Analysis, Analytics, E-commerce, Product Launch
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Technology & Corporate Strategy
Dartmouth College
B.A.
Westminster Schools
Amazon April 2015 - Present
Amazon August 2013 - March 2015
UCLA Anderson School of Management July 2011 - June 2013
Amazon June 2012 - September 2012
Fisher Property Group January 2006 - June 2011
UBS 2002 - 2003
Skills
Project Management, Website Development, Social Media, Cross-functional Team..., Strategic Communications, Contract Negotiation, Product Management, Digital Strategy, Business Strategy, Qualitative Market..., Deal & Contract..., Management, Leadership, Marketing, Qualitative Research, Product Marketing, Sales, Email Marketing, Online Marketing, Analysis, Analytics, E-commerce, Product Launch
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Technology & Corporate Strategy
Dartmouth College
B.A.
Westminster Schools
Zoe Weiss's UBS Experience August 2013 - February 2015
Job Investor Client Services Campus Recruiter at UBS Investment Bank
Industry Human Resources
Experience
UBS Investment Bank February 2015 - Present
UBS August 2013 - February 2015
Cornell University August 2012 - May 2013
UBS June 2012 - August 2012
Cornell University September 2011 - December 2011
Alpha Epsilon Phi Sorority January 2011 - November 2011
Michael Kors May 2011 - July 2011
Cornell University August 2010 - May 2011
The Statler Hotel August 2009 - May 2010
Skills
Event Management, Retail, Special Events, PowerPoint, Word, Excel, Microsoft Office, Event Planning, Customer Service, French, Italian, Microsoft Word, Microsoft Excel, Recruiting, Social Media, Management, Human Resources
Education
Cornell University 2009 — 2013
ILR, Industrial and Labor Relations
Florence University of the Arts 2012 — 2012
Millburn High School 2005 — 2009
UBS Investment Bank February 2015 - Present
UBS August 2013 - February 2015
Cornell University August 2012 - May 2013
UBS June 2012 - August 2012
Cornell University September 2011 - December 2011
Alpha Epsilon Phi Sorority January 2011 - November 2011
Michael Kors May 2011 - July 2011
Cornell University August 2010 - May 2011
The Statler Hotel August 2009 - May 2010
Skills
Event Management, Retail, Special Events, PowerPoint, Word, Excel, Microsoft Office, Event Planning, Customer Service, French, Italian, Microsoft Word, Microsoft Excel, Recruiting, Social Media, Management, Human Resources
Education
Cornell University 2009 — 2013
ILR, Industrial and Labor Relations
Florence University of the Arts 2012 — 2012
Millburn High School 2005 — 2009
Patrick Mellor's UBS Experience September 2011 - Present
Job Intern at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 2011 - Present
Skills
Excel, Word, PowerPoint, Research, Microsoft Office, Access, Accounting, Financial Analysis, Outlook, Data Analysis, Microsoft Excel, Microsoft Word
Education
Curry College 2008 — 2012
UBS September 2011 - Present
Skills
Excel, Word, PowerPoint, Research, Microsoft Office, Access, Accounting, Financial Analysis, Outlook, Data Analysis, Microsoft Excel, Microsoft Word
Education
Curry College 2008 — 2012
Charles Sadaka Charles Sadaka's UBS Experience January 2013 - March 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
UBS January 2013 - March 2013
Dahlman Rose & Co. May 2011 - August 2011
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Horace Mann 2006 — 2010
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
UBS January 2013 - March 2013
Dahlman Rose & Co. May 2011 - August 2011
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Horace Mann 2006 — 2010
Carlos Quintanilla Carlos Quintanilla's UBS Experience October 2010 - May 2013
Job MBA Candidate at Cornell University S.C. Johnson Graduate School of Management
Industry Investment Banking
Experience
Deutsche Bank June 2014 - August 2014
UBS October 2010 - May 2013
UBS June 2010 - September 2010
UBS August 2009 - May 2010
Skills
Investment Banking, Valuation, Financial Modeling, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA), Investment Banking Immersion
University of Michigan
B.S., Industrial and Operations Engineering
Deutsche Bank June 2014 - August 2014
UBS October 2010 - May 2013
UBS June 2010 - September 2010
UBS August 2009 - May 2010
Skills
Investment Banking, Valuation, Financial Modeling, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA), Investment Banking Immersion
University of Michigan
B.S., Industrial and Operations Engineering
Peter Laidlaw's UBS Experience July 2012 - September 2013
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2015 - Present
Jefferies LLC September 2013 - August 2015
UBS July 2012 - September 2013
Salesforce.com May 2011 - August 2011
White & Case July 2008 - June 2009
Education
Dartmouth College 2003 — 2008
Bachelor’s Degree
Santa Clara University School of Law 2009 — 2012
Juris Doctor (J.D.)
Georgetown Preparatory School 1999 — 2003
High School
Goldman Sachs September 2015 - Present
Jefferies LLC September 2013 - August 2015
UBS July 2012 - September 2013
Salesforce.com May 2011 - August 2011
White & Case July 2008 - June 2009
Education
Dartmouth College 2003 — 2008
Bachelor’s Degree
Santa Clara University School of Law 2009 — 2012
Juris Doctor (J.D.)
Georgetown Preparatory School 1999 — 2003
High School
Sandor Sojnoczky Sandor Sojnoczky's UBS Experience April 2002 - June 2003
Job Managing Director at Hunnect Ltd.
Industry Translation and Localization
Experience
Hunnect Ltd. June 2003 - Present
UBS April 2002 - June 2003
PwC July 1997 - April 2002
IBM October 1995 - June 1997
Skills
Machine Translation, Executive Management, Translation, Localization, English, Linguistics, Language Services, Interpreting, Multilingual, Project Management, Globalization, Business Strategy, Proofreading, Statistical Machine..., Technical Translation, Website Localization, Terminology, Internationalization, Trados, Legal Translation, Foreign Languages
Education
Institute of Translation and Interpreting 2003 — 2004
MITI Certified Translator (Qualified Member), Human sciences translation - EN-HU
Corvinus University of Budapest 1992 — 1994
BA Finance, Corporate Finance
Universitas, Szeged 1986 — 1990
BA Linguistics, English - Russian linguistics
Hunnect Ltd. June 2003 - Present
UBS April 2002 - June 2003
PwC July 1997 - April 2002
IBM October 1995 - June 1997
Skills
Machine Translation, Executive Management, Translation, Localization, English, Linguistics, Language Services, Interpreting, Multilingual, Project Management, Globalization, Business Strategy, Proofreading, Statistical Machine..., Technical Translation, Website Localization, Terminology, Internationalization, Trados, Legal Translation, Foreign Languages
Education
Institute of Translation and Interpreting 2003 — 2004
MITI Certified Translator (Qualified Member), Human sciences translation - EN-HU
Corvinus University of Budapest 1992 — 1994
BA Finance, Corporate Finance
Universitas, Szeged 1986 — 1990
BA Linguistics, English - Russian linguistics
MacGregor Anderson MacGregor Anderson's UBS Experience December 1995 - March 2001
Job Finance
Industry Financial Services
Experience
Morgan Stanley July 2008 - December 2009
McAdams Wright Ragen 2007 - 2008
UBS December 1995 - March 2001
Education
Cornell University 1987 — 1991
Morgan Stanley July 2008 - December 2009
McAdams Wright Ragen 2007 - 2008
UBS December 1995 - March 2001
Education
Cornell University 1987 — 1991
Susan Shwartz PhD Susan Shwartz PhD's UBS Experience May 2006 - July 2006
Job Financial Copywriter; Liaison Among Sales, Marketing and Compliance; Lateral Thinker
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 2006 - Present
Freelance Writer September 1980 - Present
UBS May 2006 - July 2006
Citigroup August 2002 - January 2006
AllianceBernstein September 2000 - July 2002
Moody's Investors Service 1994 - 2000
Prudential Securities (now Wells Fargo) November 1988 - December 1994
Skills
Strategy, Press Releases, Marketing Communications, Newsletters, Social Networking, Editing, Corporate Communications, Alternative Investments, Publishing, Financial Services, Public Speaking, Marketing, Magazines, Research, Analytics, Thought Leadership, Financial Markets, Creative Writing, Internal Communications, Management, Finance, Hedge Funds, Advertising, Negotiation, Copy Editing, Investments, Writing, Training, Strategic Communications, Publications, Financial Analysis, Asset Management, Books, Mutual Funds, Knowledge Management, Leadership, Internal Audit, Resume Writing, Content Development, Content Strategy, Science Fiction, Portfolio Management, Investor Relations, financial writing, Military History, Medieval Studies, Strategic Partnerships, Content Management, Emerging Markets, Capital Markets
Education
Harvard University 1973 — 1977
Ph.D.
Harvard University 1972 — 1973
M.A.
Mount Holyoke College 1968 — 1972
B.A.
Dartmouth College
NEH Summer Post-Doctoral Fellowship
University of Oxford
summer study
Oppenheimer & Co. Inc. July 2006 - Present
Freelance Writer September 1980 - Present
UBS May 2006 - July 2006
Citigroup August 2002 - January 2006
AllianceBernstein September 2000 - July 2002
Moody's Investors Service 1994 - 2000
Prudential Securities (now Wells Fargo) November 1988 - December 1994
Skills
Strategy, Press Releases, Marketing Communications, Newsletters, Social Networking, Editing, Corporate Communications, Alternative Investments, Publishing, Financial Services, Public Speaking, Marketing, Magazines, Research, Analytics, Thought Leadership, Financial Markets, Creative Writing, Internal Communications, Management, Finance, Hedge Funds, Advertising, Negotiation, Copy Editing, Investments, Writing, Training, Strategic Communications, Publications, Financial Analysis, Asset Management, Books, Mutual Funds, Knowledge Management, Leadership, Internal Audit, Resume Writing, Content Development, Content Strategy, Science Fiction, Portfolio Management, Investor Relations, financial writing, Military History, Medieval Studies, Strategic Partnerships, Content Management, Emerging Markets, Capital Markets
Education
Harvard University 1973 — 1977
Ph.D.
Harvard University 1972 — 1973
M.A.
Mount Holyoke College 1968 — 1972
B.A.
Dartmouth College
NEH Summer Post-Doctoral Fellowship
University of Oxford
summer study
Celine Geng's UBS Experience June 2015 - August 2015
Job MBA Candidate at Cornell University S.C. Johnson Graduate School of Management
Industry
Experience
UBS June 2015 - August 2015
China Canada Innovation Park January 2014 - June 2014
Goldenmount Capital International Inc. September 2012 - January 2014
Marckenz Group Capital Partners July 2011 - August 2012
Audax Group July 2008 - August 2008
Bain Capital March 2008 - June 2008
Bain & Company September 2007 - March 2008
Skills
Valuation, Capital Markets, Corporate Finance, Financial Modeling, Investment Banking
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
SDA Bocconi 2015 — 2015
Master of Business Administration (MBA)
University of Guelph 2009 — 2011
Master of Arts (M.A.), Economics
Fudan University 2005 — 2009
Bachelor of Business Administration (B.B.A.)
UBS June 2015 - August 2015
China Canada Innovation Park January 2014 - June 2014
Goldenmount Capital International Inc. September 2012 - January 2014
Marckenz Group Capital Partners July 2011 - August 2012
Audax Group July 2008 - August 2008
Bain Capital March 2008 - June 2008
Bain & Company September 2007 - March 2008
Skills
Valuation, Capital Markets, Corporate Finance, Financial Modeling, Investment Banking
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
SDA Bocconi 2015 — 2015
Master of Business Administration (MBA)
University of Guelph 2009 — 2011
Master of Arts (M.A.), Economics
Fudan University 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Laura Keenan Laura Keenan's UBS Experience May 1997 - November 2001
Job Senior HR Professional and Employment Lawyer with Expertise in Employee Relations and HR Policy
Industry Information Technology and Services
Experience
Thomson Reuters June 2009 - Present
Thomson Reuters September 2006 - June 2009
UBS May 1997 - November 2001
Mutual of New York, Advantage Real Estate Services Inc. October 1995 - April 1997
MasterCard May 1991 - September 1995
Skills
Training, Talent Management, Employee Relations, Employee Engagement, Human Resources, Onboarding, Management, Process Improvement, HR Policies, Business Development, Leadership, Team Building, Mergers & Acquisitions, Microsoft Excel, Employment Law, Talent Acquisition, Employee Benefits
Education
Cornell University
Bachelor of Science (BS), Industrial and Labor Relations
Hofstra University School of Law
Doctor of Law (JD)
New York University School of Law
Master of Laws (LLM), Employment Law
Thomson Reuters June 2009 - Present
Thomson Reuters September 2006 - June 2009
UBS May 1997 - November 2001
Mutual of New York, Advantage Real Estate Services Inc. October 1995 - April 1997
MasterCard May 1991 - September 1995
Skills
Training, Talent Management, Employee Relations, Employee Engagement, Human Resources, Onboarding, Management, Process Improvement, HR Policies, Business Development, Leadership, Team Building, Mergers & Acquisitions, Microsoft Excel, Employment Law, Talent Acquisition, Employee Benefits
Education
Cornell University
Bachelor of Science (BS), Industrial and Labor Relations
Hofstra University School of Law
Doctor of Law (JD)
New York University School of Law
Master of Laws (LLM), Employment Law
Andrew Darfoor, ACMA, MBA's UBS Experience 1998 - 2000
Job SVP & CEO, Sun Life Financial International
Industry Financial Services
Experience
Sun Life Financial August 2013 - Present
Old Mutual (Bermuda) Ltd. March 2010 - July 2012
Old Mutual (Bermuda) Ltd. March 2009 - March 2010
Old Mutual October 2007 - March 2009
Credit Suisse September 2004 - September 2007
Ernst & Young May 2000 - August 2004
UBS 1998 - 2000
Computer Sciences Corporation 1995 - 1998
Education
INSEAD 2011 — 2011
Harvard Business School 2008 — 2008
Cranfield University - Cranfield School of Management 2004 — 2005
Executive MBA
Queen Mary, U. of London 1992 — 1995
Bachelor of Science (BSc)
Sun Life Financial August 2013 - Present
Old Mutual (Bermuda) Ltd. March 2010 - July 2012
Old Mutual (Bermuda) Ltd. March 2009 - March 2010
Old Mutual October 2007 - March 2009
Credit Suisse September 2004 - September 2007
Ernst & Young May 2000 - August 2004
UBS 1998 - 2000
Computer Sciences Corporation 1995 - 1998
Education
INSEAD 2011 — 2011
Harvard Business School 2008 — 2008
Cranfield University - Cranfield School of Management 2004 — 2005
Executive MBA
Queen Mary, U. of London 1992 — 1995
Bachelor of Science (BSc)
Mark Stuckless Mark Stuckless's UBS Experience April 2013 - Present
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS April 2013 - Present
UBS Wealth Management April 2008 - March 2013
Bermuda Investment Advisory Services Ltd. January 2004 - February 2008
CIBC Wood Gundy June 2000 - January 2004
Education
CFA Institute 2004 — 2007
Memorial University of Newfoundland 1998 — 2000
MBA, Finance
Dalhousie University 1994 — 1998
BA, Economics
Athol Murray College of Notre Dame 1993 — 1994
UBS April 2013 - Present
UBS Wealth Management April 2008 - March 2013
Bermuda Investment Advisory Services Ltd. January 2004 - February 2008
CIBC Wood Gundy June 2000 - January 2004
Education
CFA Institute 2004 — 2007
Memorial University of Newfoundland 1998 — 2000
MBA, Finance
Dalhousie University 1994 — 1998
BA, Economics
Athol Murray College of Notre Dame 1993 — 1994
Jeannie Finkelstein Jeannie Finkelstein's UBS Experience April 1997 - Present
Job Senior Conference & Event Planner at UBS
Industry Financial Services
Experience
UBS April 1997 - Present
Parties With Panache April 1997 - Present
Skills
Event Planning, Budgets, Contract Negotiation, Corporate Events, Logistics, Event Management, Market Research, Vendor Management, Project Management, Relationship Management, Food and Beverage, Marketing, Management, Customer Service, Marketing Communications, Marketing Strategy, Hospitality, Public Relations
Education
CUNY New York City College of Technology
Associate of Arts and Sciences (A.A.S.), Hotel, Motel, and Restaurant Management
UBS April 1997 - Present
Parties With Panache April 1997 - Present
Skills
Event Planning, Budgets, Contract Negotiation, Corporate Events, Logistics, Event Management, Market Research, Vendor Management, Project Management, Relationship Management, Food and Beverage, Marketing, Management, Customer Service, Marketing Communications, Marketing Strategy, Hospitality, Public Relations
Education
CUNY New York City College of Technology
Associate of Arts and Sciences (A.A.S.), Hotel, Motel, and Restaurant Management
Boon Hoe Chin Boon Hoe Chin's UBS Experience July 2006 - October 2010
Job Senior Consultant at EY
Industry Financial Services
Experience
EY September 2014 - Present
EY June 2013 - August 2013
Societe Generale June 2010 - July 2012
UBS July 2006 - October 2010
SINC Site Stony Brook February 2005 - June 2006
Skills
ITIL, Series 7, CISA, Finance, Auditing, Series 66, Notary Public, Tennis, Guitar, Cooking, Adventure Travel, Investment Banking, Management, Risk Assessment, Risk Management, Security, Credit Risk, Management Consulting, Relationship Management, Bloomberg, Uniform Combined State..., Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Strategy
National University of Singapore 2014 — 2014
Master of Business Administration (M.B.A.), Exchange Student
State University of New York at Stony Brook 2002 — 2006
Bachelors of Engineering, Computer Engineering, 3.5/4.0 - Cum Laude
EY September 2014 - Present
EY June 2013 - August 2013
Societe Generale June 2010 - July 2012
UBS July 2006 - October 2010
SINC Site Stony Brook February 2005 - June 2006
Skills
ITIL, Series 7, CISA, Finance, Auditing, Series 66, Notary Public, Tennis, Guitar, Cooking, Adventure Travel, Investment Banking, Management, Risk Assessment, Risk Management, Security, Credit Risk, Management Consulting, Relationship Management, Bloomberg, Uniform Combined State..., Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Strategy
National University of Singapore 2014 — 2014
Master of Business Administration (M.B.A.), Exchange Student
State University of New York at Stony Brook 2002 — 2006
Bachelors of Engineering, Computer Engineering, 3.5/4.0 - Cum Laude
Yong Liu Yong Liu's UBS Experience August 2013 - Present
Job Equity Derivatives Trade Support at UBS
Industry Capital Markets
Experience
UBS August 2013 - Present
Royal Bank of Scotland March 2013 - July 2013
Morgan Stanley March 2012 - March 2013
International Alliance Associates LLC December 2011 - March 2012
Alpha Capital Corporation July 2011 - December 2011
New York University, Polytechnic and Courant Institute September 2008 - May 2010
Skills
Excel, Pivot Tables, Vlookup, VBA, SQL Server, Oracle, Business Objects, Bloomberg, Capital IQ, Peachtree, Business Analysis, Investment Banking, Risk Management, Portfolio Management, FX trading, Fixed Income, Equities, Financial Planning, Financial Modeling, Data Analysis, Financial Analysis, Research, Banking, Options
Education
New York University 2009 — 2010
Non-Degree, Mathematics and Computing Finance-Courant Institute of Mathematical Sciences
New York University 2008 — 2010
Master of Science, Financial Engineering-Polytechnic School of Engineering
Dalian University of Technology 2002 — 2006
Bachelor of Science, Civil Construction Management
UBS August 2013 - Present
Royal Bank of Scotland March 2013 - July 2013
Morgan Stanley March 2012 - March 2013
International Alliance Associates LLC December 2011 - March 2012
Alpha Capital Corporation July 2011 - December 2011
New York University, Polytechnic and Courant Institute September 2008 - May 2010
Skills
Excel, Pivot Tables, Vlookup, VBA, SQL Server, Oracle, Business Objects, Bloomberg, Capital IQ, Peachtree, Business Analysis, Investment Banking, Risk Management, Portfolio Management, FX trading, Fixed Income, Equities, Financial Planning, Financial Modeling, Data Analysis, Financial Analysis, Research, Banking, Options
Education
New York University 2009 — 2010
Non-Degree, Mathematics and Computing Finance-Courant Institute of Mathematical Sciences
New York University 2008 — 2010
Master of Science, Financial Engineering-Polytechnic School of Engineering
Dalian University of Technology 2002 — 2006
Bachelor of Science, Civil Construction Management
William Ashe, CFA William Ashe, CFA's UBS Experience 1998 - Present
Job Supervisory Analyst at UBS
Industry Financial Services
Experience
UBS 1998 - Present
Memorial Sloan-Kettering Cancer Center 1989 - 1995
Skills
Chartered Financial..., Series 7, Series 4, Series 16, Equities
Education
Cornell University 1983 — 1987
BS, Cellular Biology
UBS 1998 - Present
Memorial Sloan-Kettering Cancer Center 1989 - 1995
Skills
Chartered Financial..., Series 7, Series 4, Series 16, Equities
Education
Cornell University 1983 — 1987
BS, Cellular Biology
Victor Montaser Al Madani Victor Montaser Al Madani's UBS Experience 2007 - Present
Job Technical Operation Manager at UBS
Industry Banking
Experience
UBS Investment Bank August 2007 - Present
UBS 2007 - Present
Time Inc. Synapse Group January 2002 - August 2007
Synapse Group Inc 2002 - 2007
Worldwide Assistance September 1998 - January 2002
SDS Data Systems September 1993 - September 1998
Skills
VBScript, Performance Tuning, Oracle RAC, Data Warehousing, Project Management, Unix Shell Scripting, Data Modeling, Windows, ETL, Unix, Oracle, SQL, SDLC, Business Intelligence, Disaster Recovery, Enterprise Architecture, Databases, Requirements Analysis, Database Design, Linux, Security, Database Administration, High Availability, Microsoft SQL Server, Operating Systems, ITIL, Solaris, MySQL, Data Migration, IT Management, PL/SQL, Integration, IT Strategy, Software Project..., Agile Methodologies, Solution Architecture, Shell Scripting, SOA
Education
University of Phoenix 2008 — 2010
MBA, Master in Business Administration
Damascus University 1988 — 1993
BS, Electronics Engineering
Damascus University 1987 — 1993
BSEE, Electrical and Electronics Engineering
UBS Investment Bank August 2007 - Present
UBS 2007 - Present
Time Inc. Synapse Group January 2002 - August 2007
Synapse Group Inc 2002 - 2007
Worldwide Assistance September 1998 - January 2002
SDS Data Systems September 1993 - September 1998
Skills
VBScript, Performance Tuning, Oracle RAC, Data Warehousing, Project Management, Unix Shell Scripting, Data Modeling, Windows, ETL, Unix, Oracle, SQL, SDLC, Business Intelligence, Disaster Recovery, Enterprise Architecture, Databases, Requirements Analysis, Database Design, Linux, Security, Database Administration, High Availability, Microsoft SQL Server, Operating Systems, ITIL, Solaris, MySQL, Data Migration, IT Management, PL/SQL, Integration, IT Strategy, Software Project..., Agile Methodologies, Solution Architecture, Shell Scripting, SOA
Education
University of Phoenix 2008 — 2010
MBA, Master in Business Administration
Damascus University 1988 — 1993
BS, Electronics Engineering
Damascus University 1987 — 1993
BSEE, Electrical and Electronics Engineering
Emily Uniman's UBS Experience June 2014 - August 2014
Job Dartmouth Senior. Anthropology and Psych Major.
Industry Marketing and Advertising
Experience
Dartmouth College September 2011 - Present
UBS June 2014 - August 2014
Bloomingdale's January 2014 - March 2014
Camp Wayne for Girls June 2012 - August 2012
Trish McEvoy July 2011 - August 2011
New York Yankees March 2011 - June 2011
Skills
Teamwork, Research, Leadership, Public Speaking, SPSS, PowerPoint, Microsoft Excel, Writing, Statistics, InDesign, Photoshop, Microsoft Word, Social Media, Facebook, Editing, Qualitative Research, Communication
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Cultural Anthropology and Psychology
The Brearley School 2007 — 2011
Dartmouth College September 2011 - Present
UBS June 2014 - August 2014
Bloomingdale's January 2014 - March 2014
Camp Wayne for Girls June 2012 - August 2012
Trish McEvoy July 2011 - August 2011
New York Yankees March 2011 - June 2011
Skills
Teamwork, Research, Leadership, Public Speaking, SPSS, PowerPoint, Microsoft Excel, Writing, Statistics, InDesign, Photoshop, Microsoft Word, Social Media, Facebook, Editing, Qualitative Research, Communication
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Cultural Anthropology and Psychology
The Brearley School 2007 — 2011
Randy Markush-Hallman Randy Markush-Hallman's UBS Experience June 2013 - August 2013
Job Business Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte August 2014 - Present
UBS June 2013 - August 2013
Protea Hotels May 2013 - June 2013
Travelers May 2012 - August 2012
Sodexo January 2012 - January 2012
Lerch, Early & Brewer August 2009 - May 2010
Skills
Performance Appraisal, Policy, Performance Management, Talent Acquisition, Recruiting, Research, Microsoft Office, Event Planning, Social Media
Education
Cornell University 2010 — 2014
Bachelor of Science (B.S.), Industrial and Labor Relations
Deloitte August 2014 - Present
UBS June 2013 - August 2013
Protea Hotels May 2013 - June 2013
Travelers May 2012 - August 2012
Sodexo January 2012 - January 2012
Lerch, Early & Brewer August 2009 - May 2010
Skills
Performance Appraisal, Policy, Performance Management, Talent Acquisition, Recruiting, Research, Microsoft Office, Event Planning, Social Media
Education
Cornell University 2010 — 2014
Bachelor of Science (B.S.), Industrial and Labor Relations
samantha ahearn samantha ahearn's UBS Experience July 2003 - Present
Job Executive Director International Equity Sales Trader
Industry Investment Banking
Experience
UBS July 2003 - Present
Skills
Equities, Bloomberg, Series 7, Financial Markets, Derivatives, Trading, Hedge Funds, Series 63, Investment Banking, Securities, Electronic Trading, Equity Trading
Education
Cornell University 1999 — 2003
Bachelor of Arts (BA), Economics
UBS July 2003 - Present
Skills
Equities, Bloomberg, Series 7, Financial Markets, Derivatives, Trading, Hedge Funds, Series 63, Investment Banking, Securities, Electronic Trading, Equity Trading
Education
Cornell University 1999 — 2003
Bachelor of Arts (BA), Economics
Scott Farner's UBS Experience June 2011 - November 2011
Job PwC
Industry Financial Services
Experience
PwC September 2014 - Present
UVM October 2011 - May 2013
National Life Group February 2012 - March 2012
UBS June 2011 - November 2011
Skills
Entrepreneurship, Microsoft Excel, Accounting, Finance, PowerPoint, SPSS, Microsoft Dynamics, Strategy, Financial Modeling, Financial Accounting, Social Media, Hustle, Real Estate
Education
Northeastern University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Accounting
University of Vermont 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting/Finance
Rollins College 2009 — 2010
International Business
Weston High School 2005 — 2009
PwC September 2014 - Present
UVM October 2011 - May 2013
National Life Group February 2012 - March 2012
UBS June 2011 - November 2011
Skills
Entrepreneurship, Microsoft Excel, Accounting, Finance, PowerPoint, SPSS, Microsoft Dynamics, Strategy, Financial Modeling, Financial Accounting, Social Media, Hustle, Real Estate
Education
Northeastern University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Accounting
University of Vermont 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting/Finance
Rollins College 2009 — 2010
International Business
Weston High School 2005 — 2009
Harrison Han's UBS Experience June 2013 - August 2013
Job Business Consulting Analyst Intern at ZS Associates
Industry Management Consulting
Experience
ZS Associates June 2015 - August 2015
Egon Zehnder March 2015 - June 2015
Integis September 2014 - November 2014
Kachin Women's Association Thailand August 2013 - August 2013
UBS June 2013 - August 2013
Skills
Research, Public Speaking, Spanish, Data Analysis, Microsoft Word, Leadership, Microsoft Office, Python
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics and Government
Westlake High School 2008 — 2012
ZS Associates June 2015 - August 2015
Egon Zehnder March 2015 - June 2015
Integis September 2014 - November 2014
Kachin Women's Association Thailand August 2013 - August 2013
UBS June 2013 - August 2013
Skills
Research, Public Speaking, Spanish, Data Analysis, Microsoft Word, Leadership, Microsoft Office, Python
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics and Government
Westlake High School 2008 — 2012
Alexander Zograf Alexander Zograf's UBS Experience July 2013 - July 2014
Job Senior Analyst at LCH.Clearnet
Industry Information Technology and Services
Experience
LCH.Clearnet 2014 - Present
UBS July 2013 - July 2014
CrowdComputing Systems, Inc. March 2012 - July 2013
Smiths Medical June 2011 - December 2011
Skills
Market Risk, Quantative Analysis, Credit Risk, Business Analysis, Risk Analysis, Data Analysis, Analytics, Microsoft Excel, VBA, SQL, Market Research, Databases, Matlab, Visual C++, Project Management, Forecasting, Analysis, Problem Solving, Process Improvement, Financial Analysis, Strategic Planning, Software Project..., Market Analysis, Product Development, Business Intelligence, Excel, Access, Competitive Intelligence, Data Modeling, Securities, Financial Reporting, Competitive Analysis
Education
Northeastern University - Graduate School of Business Administration 2010 — 2011
Master's of Science, International Business
St.Petersburg Polytechnics University 2003 — 2008
Master's of Science, dual major in Computer Science and Corporate Management
LCH.Clearnet 2014 - Present
UBS July 2013 - July 2014
CrowdComputing Systems, Inc. March 2012 - July 2013
Smiths Medical June 2011 - December 2011
Skills
Market Risk, Quantative Analysis, Credit Risk, Business Analysis, Risk Analysis, Data Analysis, Analytics, Microsoft Excel, VBA, SQL, Market Research, Databases, Matlab, Visual C++, Project Management, Forecasting, Analysis, Problem Solving, Process Improvement, Financial Analysis, Strategic Planning, Software Project..., Market Analysis, Product Development, Business Intelligence, Excel, Access, Competitive Intelligence, Data Modeling, Securities, Financial Reporting, Competitive Analysis
Education
Northeastern University - Graduate School of Business Administration 2010 — 2011
Master's of Science, International Business
St.Petersburg Polytechnics University 2003 — 2008
Master's of Science, dual major in Computer Science and Corporate Management
Rob Stingle, CPA, CIA, CRMA Rob Stingle, CPA, CIA, CRMA's UBS Experience 2013 - Present
Job Head of Wealth Management Americas Audit at UBS
Industry Financial Services
Experience
University of Saint Joseph June 2015 - Present
American Corporate Partners (ACP) 2014 - Present
UBS 2013 - Present
MassMutual Financial Group 2006 - 2011
The Hanover Insurance Group 2002 - 2006
United States Air Force 1982 - 2002
PricewaterhouseCoopers LLP 1986 - 2001
Skills
Leadership, Auditing, Internal Controls, Internal Audit, Management, Risk Assessment, Insurance, Sarbanes-Oxley Act, Enterprise Risk..., Project Planning, Coaching, Financial Reporting, Financial Analysis, Accounting, Risk Management, Staff Development, Collaborative Leadership, Accountability, Governance, Financial Risk, Sarbanes-Oxley, Financial Services
Education
The University of Connecticut 1982 — 1986
Bachelor of Science, Accounting
Tilburg University 1984 — 1984
International Business and Economics
Cornell University 2012 — 2012
Executive Leadership Program
University of Saint Joseph June 2015 - Present
American Corporate Partners (ACP) 2014 - Present
UBS 2013 - Present
MassMutual Financial Group 2006 - 2011
The Hanover Insurance Group 2002 - 2006
United States Air Force 1982 - 2002
PricewaterhouseCoopers LLP 1986 - 2001
Skills
Leadership, Auditing, Internal Controls, Internal Audit, Management, Risk Assessment, Insurance, Sarbanes-Oxley Act, Enterprise Risk..., Project Planning, Coaching, Financial Reporting, Financial Analysis, Accounting, Risk Management, Staff Development, Collaborative Leadership, Accountability, Governance, Financial Risk, Sarbanes-Oxley, Financial Services
Education
The University of Connecticut 1982 — 1986
Bachelor of Science, Accounting
Tilburg University 1984 — 1984
International Business and Economics
Cornell University 2012 — 2012
Executive Leadership Program
Kristopher Rhoads's UBS Experience July 2007 - April 2009
Job Senior Manager International Real Estate Finance at Gap Inc./Old Navy
Industry Real Estate
Experience
Gap Inc./Old Navy January 2015 - Present
Gap Inc./Old Navy August 2013 - Present
Gap Inc./Old Navy July 2011 - August 2013
Cornell University August 2009 - July 2011
Aardex June 2010 - August 2010
UBS July 2007 - April 2009
UBS November 2004 - July 2007
UBS June 2004 - November 2004
Skills
Real Estate, Financial Analysis, Due Diligence, Investments, Presenting to Senior..., Real Estate Economics, Business Development, Quantitative Research, Qualitative Research, Financial Modeling, Market Research, Cross-functional Team..., Valuation, Asset Management, Portfolio Management, Finance, Strategic Financial..., Forecasting, Investment Properties, Business Strategy, Return on Investment..., Acquisitions, Financial Planning
Education
Cornell University 2009 — 2011
Masters, Real Estate-Sustainable Development & Investments
Denison University 2000 — 2004
BA, Economics
Gap Inc./Old Navy January 2015 - Present
Gap Inc./Old Navy August 2013 - Present
Gap Inc./Old Navy July 2011 - August 2013
Cornell University August 2009 - July 2011
Aardex June 2010 - August 2010
UBS July 2007 - April 2009
UBS November 2004 - July 2007
UBS June 2004 - November 2004
Skills
Real Estate, Financial Analysis, Due Diligence, Investments, Presenting to Senior..., Real Estate Economics, Business Development, Quantitative Research, Qualitative Research, Financial Modeling, Market Research, Cross-functional Team..., Valuation, Asset Management, Portfolio Management, Finance, Strategic Financial..., Forecasting, Investment Properties, Business Strategy, Return on Investment..., Acquisitions, Financial Planning
Education
Cornell University 2009 — 2011
Masters, Real Estate-Sustainable Development & Investments
Denison University 2000 — 2004
BA, Economics
Laura DelMonte's UBS Experience February 2007 - July 2009
Job Regional Administrative Assistant at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services 2007 - Present
UBS February 2007 - July 2009
McDonald Investments December 2005 - February 2007
KeyCorp 1996 - 2007
Key Bank January 2005 - December 2005
Victory Capital Management July 2000 - December 2005
Key Corp Real Estate Capital Markets Fannie Mae DUS 1999 - 2000
National City Bank 1990 - 1996
Skills
Project Management, Nonprofits, Budgets, Training, Strategic Planning, Series 7, Sales, Access, Leadership, Event Planning, Team Building, Human Resources
Education
Ohio University 2002 — 2005
Bachelors, Communications
Cuyahoga Community College 1983 — 2003
N/A, Business Management
UBS Financial Services 2007 - Present
UBS February 2007 - July 2009
McDonald Investments December 2005 - February 2007
KeyCorp 1996 - 2007
Key Bank January 2005 - December 2005
Victory Capital Management July 2000 - December 2005
Key Corp Real Estate Capital Markets Fannie Mae DUS 1999 - 2000
National City Bank 1990 - 1996
Skills
Project Management, Nonprofits, Budgets, Training, Strategic Planning, Series 7, Sales, Access, Leadership, Event Planning, Team Building, Human Resources
Education
Ohio University 2002 — 2005
Bachelors, Communications
Cuyahoga Community College 1983 — 2003
N/A, Business Management
Ashok Gangolli Ashok Gangolli's UBS Experience July 2001 - July 2002
Job Founder / Principal at Gramercy Consulting Group LLC
Industry Investment Management
Experience
Gramercy Consulting Group LLC March 2008 - Present
Calyon October 2007 - February 2008
Citigroup August 2003 - 2007
UBS July 2001 - July 2002
JP Morgan May 1995 - May 2001
Salomon Brothers August 1993 - April 1995
Baring Securities February 1992 - December 1992
Transamerica 1987 - 1989
Skills
Portfolio Management, FX Options, Due Diligence, Risk Management, Rates, Tactical Asset..., Hedge Funds, Alternative Investments, Fixed Income, Derivatives, Equities, Capital Markets, Asset Managment, Structured Products, Investments, Asset Management, Strategy, Bonds, Commodity, Hedging, Structured Finance, Fund Of Funds, Investment Management, Venture Capital, Financial Risk, Swaps, Banking, Currency
Education
The University of Chicago Booth School of Business 1990 — 1993
MBA, Finance and Accounting
Dartmouth College 1983 — 1987
BA, Mathematics
Gramercy Consulting Group LLC March 2008 - Present
Calyon October 2007 - February 2008
Citigroup August 2003 - 2007
UBS July 2001 - July 2002
JP Morgan May 1995 - May 2001
Salomon Brothers August 1993 - April 1995
Baring Securities February 1992 - December 1992
Transamerica 1987 - 1989
Skills
Portfolio Management, FX Options, Due Diligence, Risk Management, Rates, Tactical Asset..., Hedge Funds, Alternative Investments, Fixed Income, Derivatives, Equities, Capital Markets, Asset Managment, Structured Products, Investments, Asset Management, Strategy, Bonds, Commodity, Hedging, Structured Finance, Fund Of Funds, Investment Management, Venture Capital, Financial Risk, Swaps, Banking, Currency
Education
The University of Chicago Booth School of Business 1990 — 1993
MBA, Finance and Accounting
Dartmouth College 1983 — 1987
BA, Mathematics
Michael Chek Hin Choi's UBS Experience June 2010 - September 2010
Job Graduate Student at Cornell University
Industry Research
Experience
Cornell University August 2013 - Present
The University of Hong Kong July 2013 - July 2013
University of Waterloo May 2012 - August 2012
The University of Hong Kong June 2011 - September 2011
Prudential Corporation Asia January 2011 - June 2011
UBS June 2010 - September 2010
Skills
Probability, Machine Learning, Statistics, SQL, Python, R, Matlab, C++, Actuarial Science, Quantitative Analysis, Mathematica, Solvency II
Education
Cornell University 2013 — 2018
Doctor of Philosophy (PhD), Operations Research and Information Engineering, 4.15/4.3
The University of Hong Kong 2009 — 2013
BSc, Actuarial Science, 3.87/4.0
University of Waterloo 2011 — 2012
Mathematics
St. Paul's Co-educational College 2002 — 2009
Cornell University August 2013 - Present
The University of Hong Kong July 2013 - July 2013
University of Waterloo May 2012 - August 2012
The University of Hong Kong June 2011 - September 2011
Prudential Corporation Asia January 2011 - June 2011
UBS June 2010 - September 2010
Skills
Probability, Machine Learning, Statistics, SQL, Python, R, Matlab, C++, Actuarial Science, Quantitative Analysis, Mathematica, Solvency II
Education
Cornell University 2013 — 2018
Doctor of Philosophy (PhD), Operations Research and Information Engineering, 4.15/4.3
The University of Hong Kong 2009 — 2013
BSc, Actuarial Science, 3.87/4.0
University of Waterloo 2011 — 2012
Mathematics
St. Paul's Co-educational College 2002 — 2009
Alec Clarke Alec Clarke's UBS Experience September 2006 - April 2009
Job Head of Software Development ICM at Dealogic
Industry Financial Services
Experience
Dealogic September 2009 - Present
UBS September 2006 - April 2009
Merrill Lynch 1991 - 2006
Wells Fargo Bank 1984 - 1991
Crocker National Bank 1980 - 1984
Skills
Fixed Income, Equities, Market Data, Trading Systems, Capital Markets, CRM, Event Management, Product Management, Product Development, Management, Investment Banking, Trading, Outsourcing, Banking, Electronic Trading, Risk Management, Software Development, Business Strategy, IT Strategy, Business Analysis, Vendor Management, Management Consulting, Software Project..., Program Management, Requirements Gathering, SDLC, Financial Services, Enterprise Architecture, Agile Methodologies, Agile Project Management, Requirements Analysis, Project Portfolio..., IT Management
Education
Dartmouth College 1976 — 1980
Bexley High School 1974 — 1976
Ballard High School 1972 — 1974
Dealogic September 2009 - Present
UBS September 2006 - April 2009
Merrill Lynch 1991 - 2006
Wells Fargo Bank 1984 - 1991
Crocker National Bank 1980 - 1984
Skills
Fixed Income, Equities, Market Data, Trading Systems, Capital Markets, CRM, Event Management, Product Management, Product Development, Management, Investment Banking, Trading, Outsourcing, Banking, Electronic Trading, Risk Management, Software Development, Business Strategy, IT Strategy, Business Analysis, Vendor Management, Management Consulting, Software Project..., Program Management, Requirements Gathering, SDLC, Financial Services, Enterprise Architecture, Agile Methodologies, Agile Project Management, Requirements Analysis, Project Portfolio..., IT Management
Education
Dartmouth College 1976 — 1980
Bexley High School 1974 — 1976
Ballard High School 1972 — 1974
Alex Macias's UBS Experience January 2014 - June 2014
Job Accountant at Kamp Oil
Industry Accounting
Experience
Kamp Oil February 2015 - Present
Pizza Hut October 2013 - Present
Volunteer Income Tax Assistance January 2015 - March 2015
Tender Lawn Care June 2014 - September 2014
UBS January 2014 - June 2014
Cornerstone Food Service January 2012 - January 2014
Stone Property Services May 2013 - September 2013
Skills
Problem Solving, Entrepreneurship, Microsoft Excel, Accounting, Customer Service, Finance, Critical Thinking, Social Media, Teamwork, Time Management, Microsoft Office, Analysis, Social Networking
Education
Cornerstone University 2011 — 2015
Bachelor of Science (B.S.), Finance, General, 3.24
Cornerstone University 2011 — 2015
Bachelor of Science (B.S.), Accounting, 3.18
Kamp Oil February 2015 - Present
Pizza Hut October 2013 - Present
Volunteer Income Tax Assistance January 2015 - March 2015
Tender Lawn Care June 2014 - September 2014
UBS January 2014 - June 2014
Cornerstone Food Service January 2012 - January 2014
Stone Property Services May 2013 - September 2013
Skills
Problem Solving, Entrepreneurship, Microsoft Excel, Accounting, Customer Service, Finance, Critical Thinking, Social Media, Teamwork, Time Management, Microsoft Office, Analysis, Social Networking
Education
Cornerstone University 2011 — 2015
Bachelor of Science (B.S.), Finance, General, 3.24
Cornerstone University 2011 — 2015
Bachelor of Science (B.S.), Accounting, 3.18
Bryce Wied Bryce Wied's UBS Experience September 2013 - June 2014
Job Financial Operations Fall Analyst at J.P. Morgan
Industry Financial Services
Experience
OFW Organisationsforum Wirtschaftskongress gemeinnützige GmbH September 2015 - Present
J.P. Morgan September 2015 - Present
U.S. Department of State August 2015 - Present
The Trump Factor: It's All About Business June 2015 - Present
J.P. Morgan June 2015 - August 2015
Benjamin A. Gilman September 2014 - June 2015
UBS September 2013 - June 2014
Alya Capital June 2013 - January 2014
Ditto Advertising October 2012 - May 2013
The Hive August 2011 - June 2012
Skills
Public Speaking, Customer Service, Nonprofits, Marketing Strategy, Negotiation, Problem Solving, Sales, Team Leadership, Social Media Marketing, Critical Thinking, Management, Valuation, Real Estate, Finance, Financial Modeling, Financial Analysis, Investments, Investment Banking
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Finance, Senior
Budapest Corvinus University 2014 — 2014
International Finance
OFW Organisationsforum Wirtschaftskongress gemeinnützige GmbH September 2015 - Present
J.P. Morgan September 2015 - Present
U.S. Department of State August 2015 - Present
The Trump Factor: It's All About Business June 2015 - Present
J.P. Morgan June 2015 - August 2015
Benjamin A. Gilman September 2014 - June 2015
UBS September 2013 - June 2014
Alya Capital June 2013 - January 2014
Ditto Advertising October 2012 - May 2013
The Hive August 2011 - June 2012
Skills
Public Speaking, Customer Service, Nonprofits, Marketing Strategy, Negotiation, Problem Solving, Sales, Team Leadership, Social Media Marketing, Critical Thinking, Management, Valuation, Real Estate, Finance, Financial Modeling, Financial Analysis, Investments, Investment Banking
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Finance, Senior
Budapest Corvinus University 2014 — 2014
International Finance
Lura Heichel's UBS Experience May 2014 - Present
Job Director, Global NOC
Industry Information Technology and Services
Experience
UBS May 2014 - Present
Corning Incorporated September 2013 - May 2014
Corning Incorporated March 2013 - September 2013
Corning Incorporated November 2008 - March 2013
Verizon February 1997 - June 2008
Corning Incorporated 1996 - 1997
United States Army Reserve 1985 - 1997
BesTech - Best Technologies 1990 - 1996
US Air Force 1981 - 1985
Skills
Budget, Troubleshooting, Process Improvement, Project Management, Vendor Management, Process Documentation, Training, Network Administration, Crisis Management, Strategic Planning, KT Analysis, Union Relations, ISO 9000, ITIL Processes:..., Budgets, Management, Software Documentation, Team Leadership, System Administration, Security, IT Security Operations, Six Sigma, Green Belt, Project Delivery, Change Management, Software Installation, Technical Support, Active Directory, Manufacturing, Servers, LAN-WAN, ITIL, Cisco Technologies, Leadership, Network Security, Lync, Windows 7
Education
Villanova University 2003 — 2004
CMA
State University of New York Institute of Technology at Utica/Rome 1987 — 1989
BS
Corning Community College 1985 — 1987
AAS
UBS May 2014 - Present
Corning Incorporated September 2013 - May 2014
Corning Incorporated March 2013 - September 2013
Corning Incorporated November 2008 - March 2013
Verizon February 1997 - June 2008
Corning Incorporated 1996 - 1997
United States Army Reserve 1985 - 1997
BesTech - Best Technologies 1990 - 1996
US Air Force 1981 - 1985
Skills
Budget, Troubleshooting, Process Improvement, Project Management, Vendor Management, Process Documentation, Training, Network Administration, Crisis Management, Strategic Planning, KT Analysis, Union Relations, ISO 9000, ITIL Processes:..., Budgets, Management, Software Documentation, Team Leadership, System Administration, Security, IT Security Operations, Six Sigma, Green Belt, Project Delivery, Change Management, Software Installation, Technical Support, Active Directory, Manufacturing, Servers, LAN-WAN, ITIL, Cisco Technologies, Leadership, Network Security, Lync, Windows 7
Education
Villanova University 2003 — 2004
CMA
State University of New York Institute of Technology at Utica/Rome 1987 — 1989
BS
Corning Community College 1985 — 1987
AAS
Victoria Cantamessa's UBS Experience February 2015 - Present
Job Regional Service Delivery Manager, Americas
Industry Hospitality
Experience
UBS February 2015 - Present
KnowledgeStaff June 2011 - February 2015
Millennium Broadway Hotel January 2010 - July 2010
New York Helmsley Hotel February 2008 - October 2009
Omni Berkshire Hotel September 2007 - February 2008
Hilton Times Square October 2005 - September 2007
Dolce International October 2000 - October 2005
Skills
Business Process..., Learning Management..., Consulting, Contract Negotiation, Operational Excellence, Training Needs Analysis, Operational Efficiency, Vendor Management, Operational Execution, On-site Execution, Cornerstone, Lotus Notes, Event Planning, Hotels, Training, SOP Development, Management, Meeting Planning, Catering, Budgets, Hospitality, Sales, Event Management, Food & Beverage, Corporate Events, Trade Shows, Tourism, New Business Development, Conference Coordination, CRM, Marketing Communications, Logistics, Delphi, Microsoft Office
Education
Daemen College
UBS February 2015 - Present
KnowledgeStaff June 2011 - February 2015
Millennium Broadway Hotel January 2010 - July 2010
New York Helmsley Hotel February 2008 - October 2009
Omni Berkshire Hotel September 2007 - February 2008
Hilton Times Square October 2005 - September 2007
Dolce International October 2000 - October 2005
Skills
Business Process..., Learning Management..., Consulting, Contract Negotiation, Operational Excellence, Training Needs Analysis, Operational Efficiency, Vendor Management, Operational Execution, On-site Execution, Cornerstone, Lotus Notes, Event Planning, Hotels, Training, SOP Development, Management, Meeting Planning, Catering, Budgets, Hospitality, Sales, Event Management, Food & Beverage, Corporate Events, Trade Shows, Tourism, New Business Development, Conference Coordination, CRM, Marketing Communications, Logistics, Delphi, Microsoft Office
Education
Daemen College
Ezra Josephson Ezra Josephson's UBS Experience June 2009 - August 2009
Job MBA Candidate at Harvard Business School
Industry Computer Software
Experience
DocuSign May 2015 - August 2015
Charles River Associates September 2013 - May 2015
Charles River Associates September 2011 - September 2013
Charles River Associates July 2011 - September 2012
UBS June 2009 - August 2009
Columbus Chamber June 2008 - August 2008
GlobalBridge, Inc. June 2007 - August 2007
Skills
Financial Modeling, Consulting, Data Analysis, Microsoft Excel, Financial Analysis, Economics, Life Sciences, Strategy, Research, Analytics, Analysis
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Dartmouth College 2006 — 2010
Bachelor's Degree, Economics and Government
Key West High School 2006 — 2010
DocuSign May 2015 - August 2015
Charles River Associates September 2013 - May 2015
Charles River Associates September 2011 - September 2013
Charles River Associates July 2011 - September 2012
UBS June 2009 - August 2009
Columbus Chamber June 2008 - August 2008
GlobalBridge, Inc. June 2007 - August 2007
Skills
Financial Modeling, Consulting, Data Analysis, Microsoft Excel, Financial Analysis, Economics, Life Sciences, Strategy, Research, Analytics, Analysis
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Dartmouth College 2006 — 2010
Bachelor's Degree, Economics and Government
Key West High School 2006 — 2010
Carmen Manoyan's UBS Experience 2004 - 2011
Job
Industry Financial Services
Experience
Aflac Global Investments 2015 - Present
Standard & Poor's 2011 - 2015
UBS 2004 - 2011
Moody's Investors Service 1998 - 2004
UBS Securities LLC 1997 - 1997
Skills
Capital Markets, Ratings Advisory, Banking, Credit Analysis, Financial Institutions, Credit Rating, Credit, Fixed Income, Structured Finance, Investment Banking, Financial Analysis, Corporate Finance
Education
Yale University - Yale School of Management
MBA, Finance
Dartmouth College - Thayer School of Engineering
MEM, Engineering Management, Electrical Engineering
Universidad Metropolitana (VE)
Systems Engineer, Systems Engineering
Aflac Global Investments 2015 - Present
Standard & Poor's 2011 - 2015
UBS 2004 - 2011
Moody's Investors Service 1998 - 2004
UBS Securities LLC 1997 - 1997
Skills
Capital Markets, Ratings Advisory, Banking, Credit Analysis, Financial Institutions, Credit Rating, Credit, Fixed Income, Structured Finance, Investment Banking, Financial Analysis, Corporate Finance
Education
Yale University - Yale School of Management
MBA, Finance
Dartmouth College - Thayer School of Engineering
MEM, Engineering Management, Electrical Engineering
Universidad Metropolitana (VE)
Systems Engineer, Systems Engineering
Brian Orlando Brian Orlando's UBS Experience December 2011 - September 2015
Job Senior Vice President Oil and Gas Group, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
UBS December 2011 - September 2015
J.P. Morgan December 2006 - December 2011
KPMG US February 2005 - December 2006
Skills
Investment Banking, Corporate Finance, Portfolio Management, Structured Finance, Capital Markets, Strategic Planning, Mergers, Business Acquisition..., Risk Management, Due Diligence, Financial Modeling, Financial Analysis, Business Valuation, Credit Risk, Financial Risk, Financial Accounting, Private Equity, Capital Raising, Public Companies
Education
The University of Texas at Dallas 2004 — 2007
Master's degree, Accounting
Creighton University 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
University of Nebraska-Lincoln 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Bank of America Merrill Lynch September 2015 - Present
UBS December 2011 - September 2015
J.P. Morgan December 2006 - December 2011
KPMG US February 2005 - December 2006
Skills
Investment Banking, Corporate Finance, Portfolio Management, Structured Finance, Capital Markets, Strategic Planning, Mergers, Business Acquisition..., Risk Management, Due Diligence, Financial Modeling, Financial Analysis, Business Valuation, Credit Risk, Financial Risk, Financial Accounting, Private Equity, Capital Raising, Public Companies
Education
The University of Texas at Dallas 2004 — 2007
Master's degree, Accounting
Creighton University 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
University of Nebraska-Lincoln 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Kristen Jenkins Kristen Jenkins's UBS Experience August 2013 - Present
Job Human Resources Analyst at UBS
Industry Human Resources
Experience
UBS August 2013 - Present
Cornell Catherwood Library August 2012 - May 2013
UBS June 2012 - August 2012
Cornell ILR Extension Office June 2011 - January 2012
Johnson at Cornell February 2009 - May 2011
City Year January 2011 - January 2011
Skills
Human Resources, Employee Training, Data Analysis, Microsoft Office, Microsoft Excel, Program Management, Event Planning, Recruiting, Talent Management, Investigation, Employee Relations, Global Compensation
Education
Cornell University 2009 — 2013
B.S., Industrial and Labor Relations, minor in Art History
Universitat Autònoma de Barcelona 2012 — 2012
International Business, International Business
Greenwich High School 2005 — 2009
High School
UBS August 2013 - Present
Cornell Catherwood Library August 2012 - May 2013
UBS June 2012 - August 2012
Cornell ILR Extension Office June 2011 - January 2012
Johnson at Cornell February 2009 - May 2011
City Year January 2011 - January 2011
Skills
Human Resources, Employee Training, Data Analysis, Microsoft Office, Microsoft Excel, Program Management, Event Planning, Recruiting, Talent Management, Investigation, Employee Relations, Global Compensation
Education
Cornell University 2009 — 2013
B.S., Industrial and Labor Relations, minor in Art History
Universitat Autònoma de Barcelona 2012 — 2012
International Business, International Business
Greenwich High School 2005 — 2009
High School
Chi Mai's UBS Experience June 2015 - Present
Job Investment Banking Summer Analyst at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
AlixPartners June 2014 - September 2014
IDG Ventures Vietnam August 2013 - September 2013
EY June 2013 - August 2013
Skills
Financial Modeling, Stata, Economics, Statistics, Data Analysis, Statistical Modeling, R, SAS, Valuation, Quantitative Analytics, Econometrics, Matlab, LaTeX, Data Mining, Finance
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (BA), Mathematics
Graduate Outreach for Women Program at Deutsche Bank 2014 — 2015
OpenDoor (Sponsored by Bank of America Merrill Lynch) 2013 — 2014
Bank of America Merrill Lynch: Inside an Investment Bank
Ruthin School 2010 — 2012
A Level, Valedictorian
UBS June 2015 - Present
AlixPartners June 2014 - September 2014
IDG Ventures Vietnam August 2013 - September 2013
EY June 2013 - August 2013
Skills
Financial Modeling, Stata, Economics, Statistics, Data Analysis, Statistical Modeling, R, SAS, Valuation, Quantitative Analytics, Econometrics, Matlab, LaTeX, Data Mining, Finance
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (BA), Mathematics
Graduate Outreach for Women Program at Deutsche Bank 2014 — 2015
OpenDoor (Sponsored by Bank of America Merrill Lynch) 2013 — 2014
Bank of America Merrill Lynch: Inside an Investment Bank
Ruthin School 2010 — 2012
A Level, Valedictorian
Janice Tolentino's UBS Experience April 2007 - April 2013
Job Senior Tax Analyst at National Grid
Industry Utilities
Experience
National Grid November 2013 - Present
Konica Minolta April 2013 - October 2013
UBS April 2007 - April 2013
ADP August 2004 - April 2007
Ricoh Americas Corporation January 2000 - October 2001
Skills
Corporate Tax, Tax, Income Tax, Sales Tax, Account Reconciliation, Tax Preparation, Financial Services, Tax Research, General Ledger, Microsoft Excel, Microsoft Word, International Tax, Accounting, Financial Reporting, Indirect Taxation, Auditing, Tax Accounting
Education
County College of Morris
Associate of Science (A.S.), Business Administration and Management, General
Livingston High School
National Grid November 2013 - Present
Konica Minolta April 2013 - October 2013
UBS April 2007 - April 2013
ADP August 2004 - April 2007
Ricoh Americas Corporation January 2000 - October 2001
Skills
Corporate Tax, Tax, Income Tax, Sales Tax, Account Reconciliation, Tax Preparation, Financial Services, Tax Research, General Ledger, Microsoft Excel, Microsoft Word, International Tax, Accounting, Financial Reporting, Indirect Taxation, Auditing, Tax Accounting
Education
County College of Morris
Associate of Science (A.S.), Business Administration and Management, General
Livingston High School
Madalyn McGahan's UBS Experience June 2010 - July 2010
Job Customer Success Manager at FoodEssentials Corporation
Industry Information Technology and Services
Experience
Label Insight Incorporated February 2015 - Present
Label Insight Incorporated April 2014 - February 2015
CNA Insurance August 2012 - March 2014
KBW June 2011 - August 2011
J. Crew May 2010 - August 2010
UBS June 2010 - July 2010
Education
Miami University 2008 — 2012
Bachelor of Science, Finance
Budapesti Corvinus Egyetem 2010 — 2010
Finance, Marketing, Hungarian Language, and Eastern European History
Villa Duchesne 2004 — 2008
Label Insight Incorporated February 2015 - Present
Label Insight Incorporated April 2014 - February 2015
CNA Insurance August 2012 - March 2014
KBW June 2011 - August 2011
J. Crew May 2010 - August 2010
UBS June 2010 - July 2010
Education
Miami University 2008 — 2012
Bachelor of Science, Finance
Budapesti Corvinus Egyetem 2010 — 2010
Finance, Marketing, Hungarian Language, and Eastern European History
Villa Duchesne 2004 — 2008
Robert Meyncke Robert Meyncke's UBS Experience August 1996 - November 2007
Job Divisional Sales Manager, Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs June 2011 - Present
Wells Fargo Advisors April 2008 - May 2011
UBS August 1996 - November 2007
Standard & Poor's May 1987 - July 1996
United States Marine Corps January 1982 - January 1983
Skills
Financial Services, Investments, Series 7, Leadership, Mutual Funds, Series 63, Risk Management, Sales, Product Development, Series 24, Alternative Investments, Securities, Financial Advisory, Sales Management, Management, Strategy, Strategic Planning, FINRA, Series 3,..., Business Strategy, Business Development, New Business Development, Business Planning, Process Improvement, Team Building
Education
Cornell University
Bachelor of Science (BS), Business Administration and Management, General
Rutgers Business School
Master of Business Administration (M.B.A.), Finance, General
Goldman Sachs June 2011 - Present
Wells Fargo Advisors April 2008 - May 2011
UBS August 1996 - November 2007
Standard & Poor's May 1987 - July 1996
United States Marine Corps January 1982 - January 1983
Skills
Financial Services, Investments, Series 7, Leadership, Mutual Funds, Series 63, Risk Management, Sales, Product Development, Series 24, Alternative Investments, Securities, Financial Advisory, Sales Management, Management, Strategy, Strategic Planning, FINRA, Series 3,..., Business Strategy, Business Development, New Business Development, Business Planning, Process Improvement, Team Building
Education
Cornell University
Bachelor of Science (BS), Business Administration and Management, General
Rutgers Business School
Master of Business Administration (M.B.A.), Finance, General
Patrick Pash Patrick Pash's UBS Experience May 2013 - May 2013
Job Sales and Trading Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
EDF Trading May 2013 - August 2013
UBS May 2013 - May 2013
ONTILITY, LLC April 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Customer Service, Social Media, Leadership, Team Leadership, Financial Analysis, Time Management
Education
Cornell University 2011 — 2015
ILR School; Economics, BS
Kingwood High School 2007 — 2011
4.0/4.0
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
EDF Trading May 2013 - August 2013
UBS May 2013 - May 2013
ONTILITY, LLC April 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Customer Service, Social Media, Leadership, Team Leadership, Financial Analysis, Time Management
Education
Cornell University 2011 — 2015
ILR School; Economics, BS
Kingwood High School 2007 — 2011
4.0/4.0
Niket Khanna's UBS Experience June 2012 - August 2012
Job Business Development at Heap Inc.
Industry Financial Services
Experience
Heap Inc. August 2015 - Present
Signal Hill Capital July 2013 - July 2015
UBS June 2012 - August 2012
Mutual Investment Club of Cornell January 2012 - May 2012
Ernst & Young June 2011 - August 2011
Updata Advisors June 2010 - August 2010
J.Crew June 2010 - August 2010
Cornell University January 2010 - May 2010
Skills
Business Analysis, Data Analysis, Financial Analysis, Collaborative Problem..., Teamwork, Valuation, Business Strategy, Business Development, SQL, Qualifying Opportunities, Qualifying Prospects, strategy, Client Relations, Project Management, Investment Banking, Financial Modeling, Start-ups, Analytics, Research, Microsoft Excel, PowerPoint, Microsoft Office
Education
Cornell University 2008 — 2012
BS, Operations Research and Information Engineering, Applied Economics and Management
South Brunswick High School
Heap Inc. August 2015 - Present
Signal Hill Capital July 2013 - July 2015
UBS June 2012 - August 2012
Mutual Investment Club of Cornell January 2012 - May 2012
Ernst & Young June 2011 - August 2011
Updata Advisors June 2010 - August 2010
J.Crew June 2010 - August 2010
Cornell University January 2010 - May 2010
Skills
Business Analysis, Data Analysis, Financial Analysis, Collaborative Problem..., Teamwork, Valuation, Business Strategy, Business Development, SQL, Qualifying Opportunities, Qualifying Prospects, strategy, Client Relations, Project Management, Investment Banking, Financial Modeling, Start-ups, Analytics, Research, Microsoft Excel, PowerPoint, Microsoft Office
Education
Cornell University 2008 — 2012
BS, Operations Research and Information Engineering, Applied Economics and Management
South Brunswick High School
Colin Britton's UBS Experience June 2010 - September 2010
Job Client Service Associate at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates June 2013 - Present
Opera Solutions July 2011 - June 2013
UBS June 2010 - September 2010
Skills
Strategic Planning, Management Consulting, Statistics, Financial Modeling, Analytics, Economics, Valuation, Business Strategy, Strategic Consulting, Market Research, Data Analysis, Strategy, Statistical Modeling, SAS, VBA, R, Stata, Quantitative Analytics
Education
Dartmouth College 2007 — 2011
BA, Economics, Psychology
Bridgewater Associates June 2013 - Present
Opera Solutions July 2011 - June 2013
UBS June 2010 - September 2010
Skills
Strategic Planning, Management Consulting, Statistics, Financial Modeling, Analytics, Economics, Valuation, Business Strategy, Strategic Consulting, Market Research, Data Analysis, Strategy, Statistical Modeling, SAS, VBA, R, Stata, Quantitative Analytics
Education
Dartmouth College 2007 — 2011
BA, Economics, Psychology
Joyce Skaperdas Anderson Joyce Skaperdas Anderson's UBS Experience 1987 - 1989
Job Senior Vice President and Senior Banker at Citizens Private Bank &Trust
Industry Financial Services
Experience
Citizens Private Bank &Trust September 2014 - Present
YMCA 2010 - Present
Granite Investment Advisors January 2010 - September 2014
BNY Mellon September 1998 - January 2010
Gannett Welsh & Kotler 1989 - 1998
UBS 1987 - 1989
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Sales Presentations, Investments, Asset Managment, Risk Management, Business Development, Team Leadership, Due Diligence, Organizational..., Communication, Community Outreach, Fixed Income, Mutual Funds, Financial Services
Education
Northeastern University - Graduate School of Business Administration 1997 — 1999
Master's degree, Taxation
University of New Hampshire 1983 — 1987
BA, English
Citizens Private Bank &Trust September 2014 - Present
YMCA 2010 - Present
Granite Investment Advisors January 2010 - September 2014
BNY Mellon September 1998 - January 2010
Gannett Welsh & Kotler 1989 - 1998
UBS 1987 - 1989
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Sales Presentations, Investments, Asset Managment, Risk Management, Business Development, Team Leadership, Due Diligence, Organizational..., Communication, Community Outreach, Fixed Income, Mutual Funds, Financial Services
Education
Northeastern University - Graduate School of Business Administration 1997 — 1999
Master's degree, Taxation
University of New Hampshire 1983 — 1987
BA, English
Julien Karlsson's UBS Experience June 2006 - August 2006
Job Rotating Equipment Engineer at Royal Dutch Shell
Industry Oil & Energy
Experience
Shell Geismar Chemical LP August 2014 - Present
Shell April 2013 - Present
Shell May 2011 - April 2013
Schlumberger June 2010 - September 2010
EDF October 2008 - December 2008
UBS June 2006 - August 2006
Skills
Fluent in 4 languages..., Microsoft Office, VBA /..., Adapt to any environment, Microsoft Office, English, Energy, Gas Turbines
Education
Cranfield University 2010 — 2011
MSc, Thermal Power
Ecole nationale supérieure d'Arts et Métiers / ENSAM 2008 — 2010
Master of Science (MSc), Mechanical and Industrial Engineering, GPA 3.7
Stanislas Paris 2007 — 2008
Prep School, Maths/Physics
Ecole Privée Sainte Geneviève 2005 — 2007
Prep School for the French "Grandes Ecoles", Maths/Physics
Shell Geismar Chemical LP August 2014 - Present
Shell April 2013 - Present
Shell May 2011 - April 2013
Schlumberger June 2010 - September 2010
EDF October 2008 - December 2008
UBS June 2006 - August 2006
Skills
Fluent in 4 languages..., Microsoft Office, VBA /..., Adapt to any environment, Microsoft Office, English, Energy, Gas Turbines
Education
Cranfield University 2010 — 2011
MSc, Thermal Power
Ecole nationale supérieure d'Arts et Métiers / ENSAM 2008 — 2010
Master of Science (MSc), Mechanical and Industrial Engineering, GPA 3.7
Stanislas Paris 2007 — 2008
Prep School, Maths/Physics
Ecole Privée Sainte Geneviève 2005 — 2007
Prep School for the French "Grandes Ecoles", Maths/Physics
Stuart Floyd Stuart Floyd's UBS Experience June 2010 - August 2011
Job Business Solutions Specialist State of Vermont
Industry Government Administration
Experience
US Federal Government January 2013 - Present
UBS June 2010 - August 2011
Credit Suisse/Goldman Sachs/Federal Reserve Bank October 2001 - May 2009
Warner Bros. Entertainment Group of Companies May 2001 - September 2001
Morgan Stanley July 1998 - May 2001
AT&T WorldNet July 1997 - July 1998
HSBC (Beneficial) January 1988 - June 1997
Skills
Customer Service, Customer Support, Client Liaison, Information Management, Internal Communications, IT Service Management, Business Relationship..., Program Management, Social Media, Business Transformation, Document Management, Change Management, Operations Management, Product Management, Management, Infrastructure, Microsoft Technologies, Information Security, Direct Sales, Marketing Intelligence, Building Business..., Business Development, Pricing Strategy, Client Co-ordination, Customer Experience, IT Transformation, Microsoft Infrastructure, Software Implementation, Infrastructure Projects, Technical Staff..., Instructor-led Training, Business Management, Technical Writer, Technology Liaison, Technical Training, Regulatory Requirements, Information Security..., Business Owner Planning, CRM, Business Intelligence, Coaching, Employee Training, PMO, Vendor Management, Budgets, Customer Satisfaction, Policy, Time Management, Onboarding, Strategy
Education
County College of Morris
New York University
US Federal Government January 2013 - Present
UBS June 2010 - August 2011
Credit Suisse/Goldman Sachs/Federal Reserve Bank October 2001 - May 2009
Warner Bros. Entertainment Group of Companies May 2001 - September 2001
Morgan Stanley July 1998 - May 2001
AT&T WorldNet July 1997 - July 1998
HSBC (Beneficial) January 1988 - June 1997
Skills
Customer Service, Customer Support, Client Liaison, Information Management, Internal Communications, IT Service Management, Business Relationship..., Program Management, Social Media, Business Transformation, Document Management, Change Management, Operations Management, Product Management, Management, Infrastructure, Microsoft Technologies, Information Security, Direct Sales, Marketing Intelligence, Building Business..., Business Development, Pricing Strategy, Client Co-ordination, Customer Experience, IT Transformation, Microsoft Infrastructure, Software Implementation, Infrastructure Projects, Technical Staff..., Instructor-led Training, Business Management, Technical Writer, Technology Liaison, Technical Training, Regulatory Requirements, Information Security..., Business Owner Planning, CRM, Business Intelligence, Coaching, Employee Training, PMO, Vendor Management, Budgets, Customer Satisfaction, Policy, Time Management, Onboarding, Strategy
Education
County College of Morris
New York University
Darlene E. Straughn's UBS Experience September 2000 - November 2010
Job Client Service Manager
Industry Financial Services
Experience
The Mutual Fund Store May 2014 - Present
BNY Mellon December 2012 - May 2014
Wells Fargo Advisors November 2010 - July 2012
UBS September 2000 - November 2010
Skills
Outlook, Customer Service, Series 7, Financial Services, Insurance, Wealth Management, Account Management, Microsoft Excel, Access, Banking, Private Banking, PowerPoint, Microsoft Office, Sales, Microsoft Word, Relationship Management, Credit, Accounting, Stocks, Mutual Funds, Tender Offers, Bids, Outstanding..., Outstanding Communicator, Mediation, Bloomberg Terminal, Commercial Banking, Mortgage Lending, Retail Banking, Retirement, Cross Selling, Portfolio Management, High Net Worth..., Wealth Management..., Retirement Planning, KYC, AML, FINRA, Securities, Equities, Hedge Funds, Bloomberg, Estate Planning, Corporate Actions, OFAC, Asset Management
Education
CUNY Bronx Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Legal Studies, General
The Mutual Fund Store May 2014 - Present
BNY Mellon December 2012 - May 2014
Wells Fargo Advisors November 2010 - July 2012
UBS September 2000 - November 2010
Skills
Outlook, Customer Service, Series 7, Financial Services, Insurance, Wealth Management, Account Management, Microsoft Excel, Access, Banking, Private Banking, PowerPoint, Microsoft Office, Sales, Microsoft Word, Relationship Management, Credit, Accounting, Stocks, Mutual Funds, Tender Offers, Bids, Outstanding..., Outstanding Communicator, Mediation, Bloomberg Terminal, Commercial Banking, Mortgage Lending, Retail Banking, Retirement, Cross Selling, Portfolio Management, High Net Worth..., Wealth Management..., Retirement Planning, KYC, AML, FINRA, Securities, Equities, Hedge Funds, Bloomberg, Estate Planning, Corporate Actions, OFAC, Asset Management
Education
CUNY Bronx Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Legal Studies, General
Christopher Ayer's UBS Experience August 2008 - Present
Job Senior VP Investments, Wealth Advisor at UBS
Industry Financial Services
Experience
UBS August 2008 - Present
Smith Barney Brokerage Firm April 2004 - August 2008
Skills
Investments, Strategic Planning, Advanced Estate Planning, Pre-liquidity Planning...
Education
Dartmouth College 1994 — 1995
Master of Arts in Liberal Studies Program
Gordon College 1989 — 1992
BA, Political Science
UBS August 2008 - Present
Smith Barney Brokerage Firm April 2004 - August 2008
Skills
Investments, Strategic Planning, Advanced Estate Planning, Pre-liquidity Planning...
Education
Dartmouth College 1994 — 1995
Master of Arts in Liberal Studies Program
Gordon College 1989 — 1992
BA, Political Science
Michelle Adler Michelle Adler's UBS Experience July 2012 - July 2013
Job Corporate Analyst at Proskauer Rose LLP
Industry Investment Banking
Experience
U.S. Securities and Exchange Commission May 2015 - July 2015
Proskauer Rose LLP October 2013 - July 2014
UBS July 2012 - July 2013
UBS June 2011 - August 2011
Krebsbach & Snyder June 2010 - July 2010
Standard & Poor's June 2009 - August 2009
Standard & Poor's June 2008 - August 2008
Education
Harvard Law School 2014 — 2017
Juris Doctor (J.D.)
Cornell University 2008 — 2012
Bachelor’s Degree, Government; Economics
U.S. Securities and Exchange Commission May 2015 - July 2015
Proskauer Rose LLP October 2013 - July 2014
UBS July 2012 - July 2013
UBS June 2011 - August 2011
Krebsbach & Snyder June 2010 - July 2010
Standard & Poor's June 2009 - August 2009
Standard & Poor's June 2008 - August 2008
Education
Harvard Law School 2014 — 2017
Juris Doctor (J.D.)
Cornell University 2008 — 2012
Bachelor’s Degree, Government; Economics
Naoki John Yoshida Naoki John Yoshida's UBS Experience May 2010 - July 2010
Job Associate at Hellman & Friedman
Industry Investment Management
Experience
Hellman & Friedman July 2014 - Present
Morgan Stanley June 2012 - July 2014
Robinson Research Group, Cornell University August 2009 - May 2012
Morgan Stanley June 2011 - August 2011
Japan-America Student Conference July 2009 - August 2010
UBS May 2010 - July 2010
Skills
Mergers, Matlab, Mergers & Acquisitions, Entrepreneurship, Financial Modeling, Research, Analysis, Due Diligence, Investments, PowerPoint, SPSS, Valuation
Education
Cornell University 2008 — 2012
B.S. and B.A., Engineering Physics and Economics
Phillips Exeter Academy 2004 — 2008
Hellman & Friedman July 2014 - Present
Morgan Stanley June 2012 - July 2014
Robinson Research Group, Cornell University August 2009 - May 2012
Morgan Stanley June 2011 - August 2011
Japan-America Student Conference July 2009 - August 2010
UBS May 2010 - July 2010
Skills
Mergers, Matlab, Mergers & Acquisitions, Entrepreneurship, Financial Modeling, Research, Analysis, Due Diligence, Investments, PowerPoint, SPSS, Valuation
Education
Cornell University 2008 — 2012
B.S. and B.A., Engineering Physics and Economics
Phillips Exeter Academy 2004 — 2008
Jamie Alexander's UBS Experience February 2010 - July 2011
Job Senior Recruiter (Contract) at TriNet
Industry Financial Services
Experience
TriNet March 2015 - Present
Misys February 2012 - January 2015
Mizuho Corporate Bank September 2011 - January 2012
UBS February 2010 - July 2011
Goldman Sachs November 2006 - June 2008
Tradition Securities June 2004 - June 2005
ABN Amro Inc. (New York) April 1997 - April 2001
ING (Barings) Securities NY August 1994 - February 1997
South Africa Free Elections Fund March 1993 - July 1994
Skills
Equities, Account Management, Trading, Recruiting, CRM, Equity Research, Investment Banking, Emerging Markets, Finance, Research, Start-ups, Relationship Management, Business Development, Fundraising, Management, Talent Acquisition, Marketing, Business Strategy, Executive Search, Nonprofits, Talent Management, Sales, Strategy, Capital Markets
Education
Dartmouth College
Bachelor’s Degree
New York University - Leonard N. Stern School of Business
MBA
TriNet March 2015 - Present
Misys February 2012 - January 2015
Mizuho Corporate Bank September 2011 - January 2012
UBS February 2010 - July 2011
Goldman Sachs November 2006 - June 2008
Tradition Securities June 2004 - June 2005
ABN Amro Inc. (New York) April 1997 - April 2001
ING (Barings) Securities NY August 1994 - February 1997
South Africa Free Elections Fund March 1993 - July 1994
Skills
Equities, Account Management, Trading, Recruiting, CRM, Equity Research, Investment Banking, Emerging Markets, Finance, Research, Start-ups, Relationship Management, Business Development, Fundraising, Management, Talent Acquisition, Marketing, Business Strategy, Executive Search, Nonprofits, Talent Management, Sales, Strategy, Capital Markets
Education
Dartmouth College
Bachelor’s Degree
New York University - Leonard N. Stern School of Business
MBA
Todd Gershkowitz's UBS Experience 1999 - 2005
Job Executive Vice President at State Street
Industry Financial Services
Experience
State Street January 2015 - Present
State Street August 2010 - Present
Farient Advisors LLC January 2009 - August 2010
Three Lens Advisors, LLC December 2006 - December 2008
MIT Sloan June 2005 - June 2006
UBS 1999 - 2005
Sibson & Company (now part of The Segal Company) 1997 - 1999
IBM 1995 - 1997
US WEST (now AT&T and Qwest Communications) 1994 - 1995
GE Capital 1991 - 1994
Skills
Management Consulting, Financial Analysis, Corporate Governance, Executive Compensation, International Management, Mergers, Business Strategy, Due Diligence, Strategic Planning, Leadership, Business Development, Executive Pay, Management, Strategy, Start-ups, Corporate Finance, Portfolio Management, Finance, Mergers & Acquisitions, Executive Management, Consulting, Entrepreneurship, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2006
M.S., Management
Cornell University 1982 — 1986
B.S., Industrial and Labor Relations
State Street January 2015 - Present
State Street August 2010 - Present
Farient Advisors LLC January 2009 - August 2010
Three Lens Advisors, LLC December 2006 - December 2008
MIT Sloan June 2005 - June 2006
UBS 1999 - 2005
Sibson & Company (now part of The Segal Company) 1997 - 1999
IBM 1995 - 1997
US WEST (now AT&T and Qwest Communications) 1994 - 1995
GE Capital 1991 - 1994
Skills
Management Consulting, Financial Analysis, Corporate Governance, Executive Compensation, International Management, Mergers, Business Strategy, Due Diligence, Strategic Planning, Leadership, Business Development, Executive Pay, Management, Strategy, Start-ups, Corporate Finance, Portfolio Management, Finance, Mergers & Acquisitions, Executive Management, Consulting, Entrepreneurship, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2006
M.S., Management
Cornell University 1982 — 1986
B.S., Industrial and Labor Relations
Steve Hinchey's UBS Experience April 2004 - November 2007
Job Business Owner Bus4Us, LLP
Industry Information Technology and Services
Experience
Bus4Us, LLP October 2008 - Present
Paladyne Systems January 2008 - September 2008
UBS April 2004 - November 2007
Stark Technical Group 2003 - 2004
Advent Software 2000 - 2003
Olmstead Associates 1998 - 2000
SunGard Data Systems 1990 - 1998
FIRST NATIONAL BANK OF CHICAGO 1986 - 1990
SEI 1981 - 1986
Skills
Requirements Analysis, Project Management, Logistics, Project Planning
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1981
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1973 — 1977
BS
Bus4Us, LLP October 2008 - Present
Paladyne Systems January 2008 - September 2008
UBS April 2004 - November 2007
Stark Technical Group 2003 - 2004
Advent Software 2000 - 2003
Olmstead Associates 1998 - 2000
SunGard Data Systems 1990 - 1998
FIRST NATIONAL BANK OF CHICAGO 1986 - 1990
SEI 1981 - 1986
Skills
Requirements Analysis, Project Management, Logistics, Project Planning
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1981
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1973 — 1977
BS
Yoon Lee's UBS Experience June 2005 - April 2010
Job Technical Lead
Industry Investment Banking
Experience
Morgan Stanley April 2010 - Present
UBS June 2005 - April 2010
Man Financial January 1999 - June 2005
MF Global Inc 1998 - 2005
Whittman-Hart September 1997 - January 1999
MarchFirst 1998 - 1999
Skills
Sybase, Options, Fixed Income, Microsoft SQL Server, Trading, Trading Systems, Derivatives, Java, Bloomberg, SDLC, Business Analysis, Investment Banking, Electronic Trading
Education
DePaul University 2001 — 2006
Cornell University 1994 — 1996
Master, Hotel and Hospitality Management
Morgan Stanley April 2010 - Present
UBS June 2005 - April 2010
Man Financial January 1999 - June 2005
MF Global Inc 1998 - 2005
Whittman-Hart September 1997 - January 1999
MarchFirst 1998 - 1999
Skills
Sybase, Options, Fixed Income, Microsoft SQL Server, Trading, Trading Systems, Derivatives, Java, Bloomberg, SDLC, Business Analysis, Investment Banking, Electronic Trading
Education
DePaul University 2001 — 2006
Cornell University 1994 — 1996
Master, Hotel and Hospitality Management
Catherine Reyna's UBS Experience August 2009 - May 2012
Job HR Business Partner at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2013 - Present
UBS August 2009 - May 2012
UBS August 2008 - July 2009
UBS August 2005 - July 2008
UBS July 2003 - October 2005
UBS July 2001 - July 2003
Education
Dartmouth College 1997 — 2001
Bachelor of Arts (B.A.), History
JPMorgan Chase May 2013 - Present
UBS August 2009 - May 2012
UBS August 2008 - July 2009
UBS August 2005 - July 2008
UBS July 2003 - October 2005
UBS July 2001 - July 2003
Education
Dartmouth College 1997 — 2001
Bachelor of Arts (B.A.), History
Robert Rombach's UBS Experience June 2006 - December 2007
Job Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2013 - Present
JP Morgan February 2008 - May 2013
UBS June 2006 - December 2007
Citco Fund Services 2005 - 2006
Accenture 1998 - 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Accounting
Cornell University 1994 — 1998
BS, Mechanical and Aerospace Engineering
BNY Mellon May 2013 - Present
JP Morgan February 2008 - May 2013
UBS June 2006 - December 2007
Citco Fund Services 2005 - 2006
Accenture 1998 - 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Accounting
Cornell University 1994 — 1998
BS, Mechanical and Aerospace Engineering
Jeffrey Cho, CFA's UBS Experience 2002 - 2007
Job Equity Research Analyst
Industry Investment Management
Experience
MFS Investment Management September 2009 - Present
UBS 2002 - 2007
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Finance
University of Chicago 1998 — 2002
AB, Economics
Temple City 1994 — 1998
MFS Investment Management September 2009 - Present
UBS 2002 - 2007
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Finance
University of Chicago 1998 — 2002
AB, Economics
Temple City 1994 — 1998
Robert Maurer's UBS Experience August 2000 - October 2010
Job Senior Network Engineer at CSC(UBS)
Industry Information Technology and Services
Experience
CSC(UBS) October 2010 - Present
UBS August 2000 - October 2010
Education
Daniel Webster College 1989 — 1993
CSC(UBS) October 2010 - Present
UBS August 2000 - October 2010
Education
Daniel Webster College 1989 — 1993
Rachel Klion's UBS Experience June 2010 - August 2010
Job Financial Analyst at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group January 2014 - Present
Credit Suisse June 2011 - December 2013
Cornell University January 2009 - June 2011
UBS June 2010 - August 2010
Credit Suisse Group June 2009 - August 2009
Echo Farm July 2003 - November 2006
Skills
Equities, Finance, Statistics, Equity Derivatives, Microsoft Office, Research, Bloomberg, Financial Analysis, Microsoft Excel, Sports, Fixed Income, Fantasy Football, Entrepreneurship, Statistical Data..., Private Equity, Financial Markets, Alternative Investments, Business Strategy, Analysis
Education
Cornell University 2007 — 2011
B.S, Applied Economics and Management; Finance
John Jay High School 2004 — 2007
Fortress Investment Group January 2014 - Present
Credit Suisse June 2011 - December 2013
Cornell University January 2009 - June 2011
UBS June 2010 - August 2010
Credit Suisse Group June 2009 - August 2009
Echo Farm July 2003 - November 2006
Skills
Equities, Finance, Statistics, Equity Derivatives, Microsoft Office, Research, Bloomberg, Financial Analysis, Microsoft Excel, Sports, Fixed Income, Fantasy Football, Entrepreneurship, Statistical Data..., Private Equity, Financial Markets, Alternative Investments, Business Strategy, Analysis
Education
Cornell University 2007 — 2011
B.S, Applied Economics and Management; Finance
John Jay High School 2004 — 2007
Michael Barham's UBS Experience September 2002 - December 2003
Job Senior Associate ISS Corporate Services at MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra)
Industry Investment Banking
Experience
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) January 2013 - Present
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) February 2010 - May 2012
DA Ventures May 2009 - October 2010
Citibank April 2004 - August 2007
UBS September 2002 - December 2003
Connecticut Pride, Continental Basketball Association September 1995 - February 2001
Skills
Financial Modeling, Investments, Equities, Valuation, Asset Managment, Financial Analysis, Bloomberg, Private Equity, Due Diligence, Portfolio Management, Risk Management, Mergers, Corporate Finance, Venture Capital, Asset Allocation, Fixed Income, Capital Markets, Hedge Funds, Finance, Strategy
Education
The George Washington University - School of Business 2010 — 2013
Masters, Finance
The George Washington University - School of Business 2007 — 2009
MBA, Finance
Georgetown University 2003 — 2004
Executive Certification, CFP
Cornell University 1990 — 1995
BS, Business Management
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) January 2013 - Present
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) February 2010 - May 2012
DA Ventures May 2009 - October 2010
Citibank April 2004 - August 2007
UBS September 2002 - December 2003
Connecticut Pride, Continental Basketball Association September 1995 - February 2001
Skills
Financial Modeling, Investments, Equities, Valuation, Asset Managment, Financial Analysis, Bloomberg, Private Equity, Due Diligence, Portfolio Management, Risk Management, Mergers, Corporate Finance, Venture Capital, Asset Allocation, Fixed Income, Capital Markets, Hedge Funds, Finance, Strategy
Education
The George Washington University - School of Business 2010 — 2013
Masters, Finance
The George Washington University - School of Business 2007 — 2009
MBA, Finance
Georgetown University 2003 — 2004
Executive Certification, CFP
Cornell University 1990 — 1995
BS, Business Management
Christopher Downey's UBS Experience October 2009 - June 2010
Job Senior MIS Administrator at Hudson River Park Trust
Industry Information Technology and Services
Experience
Riverside Studios February 2012 - Present
Hudson River Park Trust December 2011 - Present
MCI Eastern Security Systems August 2007 - December 2012
KPMG June 2010 - December 2011
UBS October 2009 - June 2010
Mindlance Life Sciences December 2007 - July 2009
Skills
Android Development, Android SDK, Java, SDLC, Android, Application Support, Software Development, Asset Management, Mac OS X, SQL, C#, Unity3D
Education
Seton Hall University
Computer Science
County College of Morris
Associates, Computer Information Systems for Business
Riverside Studios February 2012 - Present
Hudson River Park Trust December 2011 - Present
MCI Eastern Security Systems August 2007 - December 2012
KPMG June 2010 - December 2011
UBS October 2009 - June 2010
Mindlance Life Sciences December 2007 - July 2009
Skills
Android Development, Android SDK, Java, SDLC, Android, Application Support, Software Development, Asset Management, Mac OS X, SQL, C#, Unity3D
Education
Seton Hall University
Computer Science
County College of Morris
Associates, Computer Information Systems for Business
Alex Lehmann's UBS Experience July 1996 - May 1998
Job Head of Americas, Primary Markets at London Stock Exchange Group
Industry Banking
Experience
London Stock Exchange Group July 2013 - Present
Deutsche Bank October 2010 - May 2012
Jefferies & Company July 2007 - October 2010
Thomas Weisel Partners July 2006 - July 2007
Merrill Lynch May 1998 - June 2006
UBS July 1996 - May 1998
Skills
Capital Markets, Equities, Valuation, Financial Modeling, Corporate Finance, Private Equity, Hedge Funds, Bloomberg, Fixed Income, LBO, Equity Research, IPO
Education
Dartmouth College 1992 — 1996
Bachelor of Arts (B.A.), History, Geography, and French
Collegiate School 1980 — 1992
London Stock Exchange Group July 2013 - Present
Deutsche Bank October 2010 - May 2012
Jefferies & Company July 2007 - October 2010
Thomas Weisel Partners July 2006 - July 2007
Merrill Lynch May 1998 - June 2006
UBS July 1996 - May 1998
Skills
Capital Markets, Equities, Valuation, Financial Modeling, Corporate Finance, Private Equity, Hedge Funds, Bloomberg, Fixed Income, LBO, Equity Research, IPO
Education
Dartmouth College 1992 — 1996
Bachelor of Arts (B.A.), History, Geography, and French
Collegiate School 1980 — 1992
Javier Zorrilla | Vice President at Citigroup's UBS Experience June 2006 - August 2006
Job Emerging Markets | Latin America | Fixed Income Credit Analysis
Industry Investment Banking
Experience
Citigroup January 2014 - Present
Citigroup June 2008 - January 2014
Citi July 2007 - June 2008
UBS June 2006 - August 2006
Skills
Investment Banking, Capital Markets, Fixed Income, Financial Modeling, Bloomberg, Corporate Finance, Securities, Financial Analysis, Finance, Trading
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida - Warrington College Of Business 2003 — 2007
Bachelor of Science (B.S.), Economics
Citigroup January 2014 - Present
Citigroup June 2008 - January 2014
Citi July 2007 - June 2008
UBS June 2006 - August 2006
Skills
Investment Banking, Capital Markets, Fixed Income, Financial Modeling, Bloomberg, Corporate Finance, Securities, Financial Analysis, Finance, Trading
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida - Warrington College Of Business 2003 — 2007
Bachelor of Science (B.S.), Economics
Ann Prizzi's UBS Experience January 2001 - June 2007
Job 1st Vice President at Capitol Securities
Industry Financial Services
Experience
Capitol Securities June 2007 - Present
Capitol Securities Management 2007 - Present
UBS January 2001 - June 2007
Merrill Lynch November 1985 - January 2001
Skills
Series 63, Wealth Management, Series 7, Retirement Planning, Asset Allocation
Education
County College of Morris 1981 — 1983
Associate of Applied Science, Business
Hanover Park High School 1977 — 1981
High School Diploma
Capitol Securities June 2007 - Present
Capitol Securities Management 2007 - Present
UBS January 2001 - June 2007
Merrill Lynch November 1985 - January 2001
Skills
Series 63, Wealth Management, Series 7, Retirement Planning, Asset Allocation
Education
County College of Morris 1981 — 1983
Associate of Applied Science, Business
Hanover Park High School 1977 — 1981
High School Diploma
Susan Helfrick's UBS Experience May 2000 - May 2005
Job General Counsel at Chewy.com, LLC
Industry Internet
Experience
Chewy.com, LLC December 2014 - Present
GfK February 2009 - July 2014
Goldman Sachs August 2007 - January 2009
HSBC Securities May 2005 - August 2007
UBS May 2000 - May 2005
Skadden Arps May 1997 - May 2000
Securities & Exchange Commission May 1995 - May 1997
Skills
Capital Markets, Mergers & Acquisitions, Corporate Law, Securities, Structured Finance, Intellectual Property, Corporate Governance, Corporate Finance, Securities Regulation, Joint Ventures, Risk Management, Management, Finance, Private Equity, Mergers, Investments, Licensing, Strategy, Cross-border...
Education
Georgetown University Law Center 2005 — 2007
LLM, Securities; Tax
Cornell University - Johnson Graduate School of Management 2003 — 2005
MBA, Corporate Finance
Dickinson Law 1988 — 1991
JD, Law
Chewy.com, LLC December 2014 - Present
GfK February 2009 - July 2014
Goldman Sachs August 2007 - January 2009
HSBC Securities May 2005 - August 2007
UBS May 2000 - May 2005
Skadden Arps May 1997 - May 2000
Securities & Exchange Commission May 1995 - May 1997
Skills
Capital Markets, Mergers & Acquisitions, Corporate Law, Securities, Structured Finance, Intellectual Property, Corporate Governance, Corporate Finance, Securities Regulation, Joint Ventures, Risk Management, Management, Finance, Private Equity, Mergers, Investments, Licensing, Strategy, Cross-border...
Education
Georgetown University Law Center 2005 — 2007
LLM, Securities; Tax
Cornell University - Johnson Graduate School of Management 2003 — 2005
MBA, Corporate Finance
Dickinson Law 1988 — 1991
JD, Law
Mimi Mengis's UBS Experience July 1986 - August 1995
Job Managing Director, Head of Liability Management, MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank July 2014 - Present
Union Bank May 2009 - Present
Promontory Financial Group, LLC October 2008 - May 2009
Washington Mutual January 2006 - June 2008
Providian Financial January 1996 - December 2005
UBS July 1986 - August 1995
Skills
Liquidity Risk, Spokesperson, Capital Markets, Credit, Banking, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 1985 — 1986
MBA, Finance
Wellesley College
BA, Russian language and literature
MUFG Union Bank July 2014 - Present
Union Bank May 2009 - Present
Promontory Financial Group, LLC October 2008 - May 2009
Washington Mutual January 2006 - June 2008
Providian Financial January 1996 - December 2005
UBS July 1986 - August 1995
Skills
Liquidity Risk, Spokesperson, Capital Markets, Credit, Banking, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 1985 — 1986
MBA, Finance
Wellesley College
BA, Russian language and literature
Roberto Rossicone's UBS Experience June 2008 - August 2008
Job Equity Compliance Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2013 - Present
Income Research + Management February 2011 - June 2013
State Street August 2009 - February 2011
UBS June 2008 - August 2008
Merrill Lynch January 2008 - May 2008
Skills
Bloomberg, Equities, Mutual Funds, Securities, Investments, Bonds, Emerging Markets, Investment Company Act, Private Placements, Latent Zero, Prospectus, Business Analytics, Data Structures, Close Attention to..., Communication Skills, Enthusiasm to learn, Derivatives, Bloomberg Terminal, Fixed Income, Analysis, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University 2013 — 2016
Candidate for Master of Business Administration (M.B.A.), Investments and Securities
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration/Bachelor of Arts, Finance and Economics
Wellington Management June 2013 - Present
Income Research + Management February 2011 - June 2013
State Street August 2009 - February 2011
UBS June 2008 - August 2008
Merrill Lynch January 2008 - May 2008
Skills
Bloomberg, Equities, Mutual Funds, Securities, Investments, Bonds, Emerging Markets, Investment Company Act, Private Placements, Latent Zero, Prospectus, Business Analytics, Data Structures, Close Attention to..., Communication Skills, Enthusiasm to learn, Derivatives, Bloomberg Terminal, Fixed Income, Analysis, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University 2013 — 2016
Candidate for Master of Business Administration (M.B.A.), Investments and Securities
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration/Bachelor of Arts, Finance and Economics
Rudro De's UBS Experience September 2002 - May 2008
Job Operations and Accounting Manager of Risk, P&L, and Financial Analysis in securities and trading.
Industry Investment Banking
Experience
Nomura April 2014 - Present
Credit Suisse July 2008 - February 2014
UBS September 2002 - May 2008
Merrill Lynch June 1999 - September 2002
Sigma Capital September 1998 - June 1999
ATC Associates May 1995 - September 1998
Skills
Fixed Income, MBS, Structured Products, Derivatives, ABS, Bloomberg, Finance, Credit Derivatives, Interest Rate..., Product Control, Risk Management, Banking, Accounts Receivable, Financial Accounting, Accounting, Account Reconciliation, General Ledger, Treasury, Cash Management, Internal Audit, External Audit, Financial Statements, Forecasting, Accounts Payable, Financial Reporting, Year-end Statements, Journal Entries, QuickBooks
Education
Cornell University
BS, Engineering
Nomura April 2014 - Present
Credit Suisse July 2008 - February 2014
UBS September 2002 - May 2008
Merrill Lynch June 1999 - September 2002
Sigma Capital September 1998 - June 1999
ATC Associates May 1995 - September 1998
Skills
Fixed Income, MBS, Structured Products, Derivatives, ABS, Bloomberg, Finance, Credit Derivatives, Interest Rate..., Product Control, Risk Management, Banking, Accounts Receivable, Financial Accounting, Accounting, Account Reconciliation, General Ledger, Treasury, Cash Management, Internal Audit, External Audit, Financial Statements, Forecasting, Accounts Payable, Financial Reporting, Year-end Statements, Journal Entries, QuickBooks
Education
Cornell University
BS, Engineering
Dave Durrant's UBS Experience 2007 - Present
Job Investment Strategist at UBS
Industry Financial Services
Experience
UBS 2007 - Present
Bank Julius Baer 1998 - 2007
IDEA 1995 - 1998
Skills
Fixed Income, Business Development, Alternative Investments, Wealth Management, Asset Allocation, Securities, Derivatives, Equities
Education
Dalhousie University, University of Calgary, Simon Fraser University
UBS 2007 - Present
Bank Julius Baer 1998 - 2007
IDEA 1995 - 1998
Skills
Fixed Income, Business Development, Alternative Investments, Wealth Management, Asset Allocation, Securities, Derivatives, Equities
Education
Dalhousie University, University of Calgary, Simon Fraser University
Claudia D. Glynn's UBS Experience December 2013 - Present
Job Director, Business Development Group at UBS
Industry Financial Services
Experience
UBS December 2013 - Present
UBS November 2009 - December 2013
UBS Wealth Management April 2007 - November 2009
Skills
Wealth Management, Mutual Funds, Securities, Investments, Series 7, Equities, Portfolio Management, Banking, Fixed Income, Retirement Planning, Asset Management, Financial Services, Microsoft Excel, Outlook, Investment Advisory, Strategic Financial..., Series 63, Asset Allocation, Risk Management, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
Masters of Business
Manhattanville College
Bachelor of Arts (B.A.)
UBS December 2013 - Present
UBS November 2009 - December 2013
UBS Wealth Management April 2007 - November 2009
Skills
Wealth Management, Mutual Funds, Securities, Investments, Series 7, Equities, Portfolio Management, Banking, Fixed Income, Retirement Planning, Asset Management, Financial Services, Microsoft Excel, Outlook, Investment Advisory, Strategic Financial..., Series 63, Asset Allocation, Risk Management, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
Masters of Business
Manhattanville College
Bachelor of Arts (B.A.)
Radhika Ramamurthy's UBS Experience 2001 - 2003
Job Director, Equities Product Manager at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2014 - Present
RBC Capital Markets April 2011 - May 2014
Bank of America Merrill Lynch 2003 - March 2011
UBS 2001 - 2003
Computer Sciences Corporation 1997 - 2001
Skills
Trading Systems, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Trading System, Capital Markets, Financial Markets, Risk Management, Business Analysis, SDLC
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2002
MBA, Information Technology
Cornell University 1992 — 1996
BS, Chemical Engineering
RBC Capital Markets May 2014 - Present
RBC Capital Markets April 2011 - May 2014
Bank of America Merrill Lynch 2003 - March 2011
UBS 2001 - 2003
Computer Sciences Corporation 1997 - 2001
Skills
Trading Systems, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Trading System, Capital Markets, Financial Markets, Risk Management, Business Analysis, SDLC
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2002
MBA, Information Technology
Cornell University 1992 — 1996
BS, Chemical Engineering
Philip Waxelbaum's UBS Experience 2003 - 2006
Job Financial Services Consulting and Professional Recruiting
Industry Financial Services
Experience
Masada Consulting in association with Willis Consulting June 2015 - Present
Financial Services and Private Wealth Advisory Managment December 2012 - June 2015
Masada Consulting December 2011 - December 2012
JP Morgan Chase July 2010 - December 2011
Deutsche Bank March 2006 - January 2010
UBS 2003 - 2006
Smith Barney December 1992 - March 2003
Shearson Lehman Brothers December 1992 - July 1994
Lehman Brothers 1989 - 1992
Prudential Securities December 1981 - March 1989
Skills
Investments, Securities, Management, Mutual Funds, Sales, Financial Services, Executive Management, Wealth Management..., Investment Banking, Financial Advisory, Banking, Strategic Financial..., Investment Strategies, Trading, Investment Management, Options, Risk Management, Finance, Derivatives, Bonds, Financial Markets, Private Equity, Valuation, Private Banking, Relationship Management, Credit Analysis, Financial Planning, Wealth, Cash Management, Equity Research, High Net Worth..., Structured Products
Education
Syracuse University 1973 — 1978
BS
Cornell University
Masada Consulting in association with Willis Consulting June 2015 - Present
Financial Services and Private Wealth Advisory Managment December 2012 - June 2015
Masada Consulting December 2011 - December 2012
JP Morgan Chase July 2010 - December 2011
Deutsche Bank March 2006 - January 2010
UBS 2003 - 2006
Smith Barney December 1992 - March 2003
Shearson Lehman Brothers December 1992 - July 1994
Lehman Brothers 1989 - 1992
Prudential Securities December 1981 - March 1989
Skills
Investments, Securities, Management, Mutual Funds, Sales, Financial Services, Executive Management, Wealth Management..., Investment Banking, Financial Advisory, Banking, Strategic Financial..., Investment Strategies, Trading, Investment Management, Options, Risk Management, Finance, Derivatives, Bonds, Financial Markets, Private Equity, Valuation, Private Banking, Relationship Management, Credit Analysis, Financial Planning, Wealth, Cash Management, Equity Research, High Net Worth..., Structured Products
Education
Syracuse University 1973 — 1978
BS
Cornell University
Oli Jonsson's UBS Experience 1995 - 1996
Job Hekla Capital LLC
Industry Financial Services
Experience
Hekla Capital LLC February 2011 - Present
Chicago Trading Company January 2009 - June 2010
Bear Stearns April 1996 - June 2008
UBS 1995 - 1996
Merrill Lynch 1994 - 1995
Skills
Derivatives, Options, Equity Derivatives, FX Options, Trading Systems, Electronic Trading, Quantitative Investing, Equities, Foreign Exchange, Capital Markets, Quantitative Analytics, Fixed Income, Trading, Hedge Funds, Low Latency, Financial Markets, Quantitative Finance, Proprietary Trading, Bonds, Trading Strategies, Alternative Investments, Hedging, Series 7, Financial Structuring, Structured Products, Financial Modeling, Risk Management, Investments, Bloomberg, Market Making, Market Data, Structured Finance, Financial Risk, FX trading, Currency, Commodity, Credit Derivatives, Technical Analysis
Education
Cornell University 1987 — 1994
Ph. D., Electrical Engineering
Københavns Teknikum (Copenhagen Denmark) 1983 — 1986
Bachelor's Degree, Electrical Engineering
Hekla Capital LLC February 2011 - Present
Chicago Trading Company January 2009 - June 2010
Bear Stearns April 1996 - June 2008
UBS 1995 - 1996
Merrill Lynch 1994 - 1995
Skills
Derivatives, Options, Equity Derivatives, FX Options, Trading Systems, Electronic Trading, Quantitative Investing, Equities, Foreign Exchange, Capital Markets, Quantitative Analytics, Fixed Income, Trading, Hedge Funds, Low Latency, Financial Markets, Quantitative Finance, Proprietary Trading, Bonds, Trading Strategies, Alternative Investments, Hedging, Series 7, Financial Structuring, Structured Products, Financial Modeling, Risk Management, Investments, Bloomberg, Market Making, Market Data, Structured Finance, Financial Risk, FX trading, Currency, Commodity, Credit Derivatives, Technical Analysis
Education
Cornell University 1987 — 1994
Ph. D., Electrical Engineering
Københavns Teknikum (Copenhagen Denmark) 1983 — 1986
Bachelor's Degree, Electrical Engineering
Jay Hardy's UBS Experience 1997 - 2007
Job Owner, President at Unity Financial Life Insurance Co.
Industry Insurance
Experience
Unity Financial Life Insurance Co. March 2014 - Present
Unity Financial Life Insurance Co. June 2007 - March 2014
UBS 1997 - 2007
Education
University of Chicago 1992 — 1994
MBA
Dartmouth College 1984 — 1988
BA
Unity Financial Life Insurance Co. March 2014 - Present
Unity Financial Life Insurance Co. June 2007 - March 2014
UBS 1997 - 2007
Education
University of Chicago 1992 — 1994
MBA
Dartmouth College 1984 — 1988
BA
Scott Malat's UBS Experience March 2004 - March 2005
Job Chief Strategy Officer XPO Logistics
Industry Transportation/Trucking/Railroad
Experience
XPO Logistics, Inc. October 2011 - Present
Goldman Sachs March 2005 - September 2011
UBS March 2004 - March 2005
JP Morgan Chase October 2002 - March 2004
The Sharma Group November 2001 - October 2002
Vettro October 1999 - November 2001
Accenture June 1998 - October 1999
Skills
Investment Banking, Strategy, Financial Modeling, Mergers & Acquisitions, Mergers, Management, Security, Business Development, Financial Analysis, Investments
Education
Cornell University 1994 — 1998
BS, Biometry and Statistics
CFA
CFA
XPO Logistics, Inc. October 2011 - Present
Goldman Sachs March 2005 - September 2011
UBS March 2004 - March 2005
JP Morgan Chase October 2002 - March 2004
The Sharma Group November 2001 - October 2002
Vettro October 1999 - November 2001
Accenture June 1998 - October 1999
Skills
Investment Banking, Strategy, Financial Modeling, Mergers & Acquisitions, Mergers, Management, Security, Business Development, Financial Analysis, Investments
Education
Cornell University 1994 — 1998
BS, Biometry and Statistics
CFA
CFA
Michelle Perr's UBS Experience 1999 - Present
Job Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 1999 - Present
UBS 1999 - Present
Investments 1987 - 1999
Education
D'Amore-McKim School of Business at Northeastern University
mba, business
University of Pittsburgh
Bachelor of Science (BS)
UBS Financial Services June 1999 - Present
UBS 1999 - Present
Investments 1987 - 1999
Education
D'Amore-McKim School of Business at Northeastern University
mba, business
University of Pittsburgh
Bachelor of Science (BS)
Aaron Steffensmeier's UBS Experience May 2006 - April 2009
Job Associate at TD Securities
Industry Banking
Experience
TD Securities August 2011 - Present
Cornell University August 2009 - May 2011
TD Securities June 2010 - August 2010
UBS May 2006 - April 2009
Morgan Stanley December 2004 - April 2006
Accenture March 2004 - December 2004
Skills
Analysis, Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Investment Banking, Leveraged Finance, Fixed Income, Valuation, Strategic Planning, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, Finance - Investment Banking Immersion
University of Maryland College Park 1997 — 2003
BS, Computer Science
University of Maryland College Park 1997 — 2003
Bachelor of Arts, Economics
TD Securities August 2011 - Present
Cornell University August 2009 - May 2011
TD Securities June 2010 - August 2010
UBS May 2006 - April 2009
Morgan Stanley December 2004 - April 2006
Accenture March 2004 - December 2004
Skills
Analysis, Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Investment Banking, Leveraged Finance, Fixed Income, Valuation, Strategic Planning, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, Finance - Investment Banking Immersion
University of Maryland College Park 1997 — 2003
BS, Computer Science
University of Maryland College Park 1997 — 2003
Bachelor of Arts, Economics
Ronald Goldgewert's UBS Experience September 2015 - Present
Job Director of Wealth Management Strategy at UBS
Industry Banking
Experience
UBS September 2015 - Present
TD Ameritrade February 2008 - November 2014
JPMorgan Chase April 2002 - February 2008
Booz Allen Hamilton August 1996 - June 2001
Skills
Strategy, Business Strategy, Business Analysis, Competitive Analysis, Strategic Planning, Equities, Financial Modeling, Securities, Financial Services, Investments, Series 7, Financial Analysis, Series 63, Valuation, Analytics, Customer Segmentation..., Segmentation, business pla, Analysis, busin, Management Consulting, Business Process..., Fixed Income, Portfolio Management, Cross-functional Team..., Management, Leadership, Consulting, Predictive Modeling
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (MBA), Strategy and Finance
Cornell University 1986 — 1990
BS and BA, Operations Research and Industrial Engineering (BS) and Economics (BA)
UBS September 2015 - Present
TD Ameritrade February 2008 - November 2014
JPMorgan Chase April 2002 - February 2008
Booz Allen Hamilton August 1996 - June 2001
Skills
Strategy, Business Strategy, Business Analysis, Competitive Analysis, Strategic Planning, Equities, Financial Modeling, Securities, Financial Services, Investments, Series 7, Financial Analysis, Series 63, Valuation, Analytics, Customer Segmentation..., Segmentation, business pla, Analysis, busin, Management Consulting, Business Process..., Fixed Income, Portfolio Management, Cross-functional Team..., Management, Leadership, Consulting, Predictive Modeling
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (MBA), Strategy and Finance
Cornell University 1986 — 1990
BS and BA, Operations Research and Industrial Engineering (BS) and Economics (BA)
Ed Hogan's UBS Experience 1997 - 1999
Job Managing Director, Standard Chartered Bank
Industry Banking
Experience
Standard Chartered Bank 2007 - Present
Citigroup 1999 - 2005
UBS 1997 - 1999
Merrill Lynch 1995 - 1997
Citicorp Securities Inc. 1984 - 1995
Price Waterhouse 1980 - 1984
Skills
Structured Finance, Emerging Markets, Investment Banking, Project Finance, Capital Markets, Derivatives, Commodity, Joint Ventures, Energy, Financial Modeling, Finance, Banking, Risk Management, Corporate Finance, Securitization, Credit Risk, Syndications, Leadership, Management, Trade Finance
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1980
MBA, Accounting
Dartmouth College 1974 — 1978
BA
Standard Chartered Bank 2007 - Present
Citigroup 1999 - 2005
UBS 1997 - 1999
Merrill Lynch 1995 - 1997
Citicorp Securities Inc. 1984 - 1995
Price Waterhouse 1980 - 1984
Skills
Structured Finance, Emerging Markets, Investment Banking, Project Finance, Capital Markets, Derivatives, Commodity, Joint Ventures, Energy, Financial Modeling, Finance, Banking, Risk Management, Corporate Finance, Securitization, Credit Risk, Syndications, Leadership, Management, Trade Finance
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1980
MBA, Accounting
Dartmouth College 1974 — 1978
BA
Lei Wu's UBS Experience February 2014 - Present
Job Trader
Industry Financial Services
Experience
UBS February 2014 - Present
Citi 2013 - February 2014
Citi June 2012 - August 2012
University of Toronto September 2010 - April 2011
IBM September 2009 - August 2010
Bloomberg May 2009 - August 2009
University of Toronto May 2008 - August 2008
University of Toronto / Baycrest Centre for Geriatric Care May 2007 - December 2007
Skills
Matlab, Statistics, VBA, Quantitative Analytics, C++, Data Analysis, SAS, R
Education
Cornell University 2011 — 2012
Master in Engineering, Financial Engineering, GPA 3.86/4.00
University of Toronto 2006 — 2011
B.A.Sc., Engineering Science - Computer Engineering, GPA: 3.80/4.00
UBS February 2014 - Present
Citi 2013 - February 2014
Citi June 2012 - August 2012
University of Toronto September 2010 - April 2011
IBM September 2009 - August 2010
Bloomberg May 2009 - August 2009
University of Toronto May 2008 - August 2008
University of Toronto / Baycrest Centre for Geriatric Care May 2007 - December 2007
Skills
Matlab, Statistics, VBA, Quantitative Analytics, C++, Data Analysis, SAS, R
Education
Cornell University 2011 — 2012
Master in Engineering, Financial Engineering, GPA 3.86/4.00
University of Toronto 2006 — 2011
B.A.Sc., Engineering Science - Computer Engineering, GPA: 3.80/4.00
Manish Nagbanshi's UBS Experience March 2011 - July 2012
Job Senior TIBCO Application Developer At CodeForce 360
Industry Mechanical or Industrial Engineering
Experience
Rockwell Automation October 2013 - Present
Ecolab April 2013 - September 2013
Orlans December 2012 - March 2013
FedEx Services August 2012 - November 2012
UBS March 2011 - July 2012
Citi January 2009 - February 2011
Skills
Microsoft Office, AutoCAD, Solidworks, Matlab, Microsoft Excel, PowerPoint, Microsoft Word, CAD, C++, C, Pro Engineer, ANSYS, Engineering, Programming, Teamwork, TIBCO, TIBCO Rendezvous, Tibco Spotfire, TIBCO Integration:..., TIBCO Administrator..., TIBCO Adapters, Tibco Hawk, .NET, Java, SQL, Photoshop CS6, Dreamweaver
Education
University of North Texas 2011 — 2015
B.S, Mechanical and Energy Engineering
Dallas County Community College 2008 — 2011
Associate of Science (A.S.)
Northlake Community College 2008 — 2011
A.S, General Science
University of North Alabama 2008 — 2008
Bachelor of Science (BS), Engineering
Rockwell Automation October 2013 - Present
Ecolab April 2013 - September 2013
Orlans December 2012 - March 2013
FedEx Services August 2012 - November 2012
UBS March 2011 - July 2012
Citi January 2009 - February 2011
Skills
Microsoft Office, AutoCAD, Solidworks, Matlab, Microsoft Excel, PowerPoint, Microsoft Word, CAD, C++, C, Pro Engineer, ANSYS, Engineering, Programming, Teamwork, TIBCO, TIBCO Rendezvous, Tibco Spotfire, TIBCO Integration:..., TIBCO Administrator..., TIBCO Adapters, Tibco Hawk, .NET, Java, SQL, Photoshop CS6, Dreamweaver
Education
University of North Texas 2011 — 2015
B.S, Mechanical and Energy Engineering
Dallas County Community College 2008 — 2011
Associate of Science (A.S.)
Northlake Community College 2008 — 2011
A.S, General Science
University of North Alabama 2008 — 2008
Bachelor of Science (BS), Engineering
Rachael Schuman's UBS Experience August 2013 - July 2015
Job Student at Law at Benjamin N. Cardozo School of Law
Industry Human Resources
Experience
Benjamin N. Cardozo School of Law August 2015 - Present
Cornell University May 2013 - Present
UBS August 2013 - July 2015
Cornell University August 2009 - May 2013
UBS June 2012 - August 2012
Sigma Delta Tau September 2010 - September 2011
Jackson Lewis LLP June 2011 - August 2011
Cornell Hilllel September 2010 - May 2011
Westchester County June 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Employee Relations, Microsoft Excel, Public Speaking, Social Media, Research, Analysis, Management, Leadership, Time Management
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Industrial and Labor Relations and Nutritional Science
Tel Aviv University 2012 — 2012
Semester Abroad, Israeli Economics and History
Byram Hills High School 2006 — 2009
Benjamin N. Cardozo School of Law August 2015 - Present
Cornell University May 2013 - Present
UBS August 2013 - July 2015
Cornell University August 2009 - May 2013
UBS June 2012 - August 2012
Sigma Delta Tau September 2010 - September 2011
Jackson Lewis LLP June 2011 - August 2011
Cornell Hilllel September 2010 - May 2011
Westchester County June 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Employee Relations, Microsoft Excel, Public Speaking, Social Media, Research, Analysis, Management, Leadership, Time Management
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Industrial and Labor Relations and Nutritional Science
Tel Aviv University 2012 — 2012
Semester Abroad, Israeli Economics and History
Byram Hills High School 2006 — 2009
Liana Greer's UBS Experience July 2010 - July 2014
Job Medical Student at Weill Cornell Medical College
Industry Medical Practice
Experience
UBS July 2010 - July 2014
University of Glasgow September 2009 - January 2010
UBS June 2009 - August 2009
Cornell University September 2008 - May 2009
Cornell University September 2008 - May 2009
BAE Systems May 2008 - August 2008
Skills
Excel, Share Point, PowerPoint, Visio, Mentor Graphics, Timing Designer, LTspice, TVX, HTML, CSS, PHP, SQL, VBA, Matlab, Java, LabVIEW, C, C++, Microsoft Excel, Unix
Education
Joan & Sanford I. Weill Medical College of Cornell University 2014 — 2018
Doctor of Medicine (M.D.)
Cornell University 2006 — 2010
Bachelor of Science
The University of Glasgow 2009 — 2009
UBS July 2010 - July 2014
University of Glasgow September 2009 - January 2010
UBS June 2009 - August 2009
Cornell University September 2008 - May 2009
Cornell University September 2008 - May 2009
BAE Systems May 2008 - August 2008
Skills
Excel, Share Point, PowerPoint, Visio, Mentor Graphics, Timing Designer, LTspice, TVX, HTML, CSS, PHP, SQL, VBA, Matlab, Java, LabVIEW, C, C++, Microsoft Excel, Unix
Education
Joan & Sanford I. Weill Medical College of Cornell University 2014 — 2018
Doctor of Medicine (M.D.)
Cornell University 2006 — 2010
Bachelor of Science
The University of Glasgow 2009 — 2009
Larry Shields's UBS Experience 1983 - 2002
Job Senior Vice President
Industry Financial Services
Experience
Morgan Stanley November 2007 - Present
UBS 1983 - 2002
Education
Cornell University
Bachelor of Science (B.S.) 1977
Pace University - MBA Finance 1983
MBA Finance
Morgan Stanley November 2007 - Present
UBS 1983 - 2002
Education
Cornell University
Bachelor of Science (B.S.) 1977
Pace University - MBA Finance 1983
MBA Finance
William Lum's UBS Experience 1997 - 1999
Job Trading Technology Specialist in Financial Services
Industry Information Technology and Services
Experience
Thomson Reuters 2011 - Present
Bloomberg 1999 - 2009
UBS 1997 - 1999
Bear Stearns 1992 - 1995
Skills
Investment Banking, FX trading, Electronic Trading, Financial Analysis, Currency, Equities, Bloomberg, Options, Unix, Analytics, Fixed Income, Market Data, Trading, Business Analysis, Derivatives
Education
Cornell University
BS, MEng, Mechanical Engineering
Pace University - Lubin School of Business
MBA, Business
Thomson Reuters 2011 - Present
Bloomberg 1999 - 2009
UBS 1997 - 1999
Bear Stearns 1992 - 1995
Skills
Investment Banking, FX trading, Electronic Trading, Financial Analysis, Currency, Equities, Bloomberg, Options, Unix, Analytics, Fixed Income, Market Data, Trading, Business Analysis, Derivatives
Education
Cornell University
BS, MEng, Mechanical Engineering
Pace University - Lubin School of Business
MBA, Business
Ryan Monaghan's UBS Experience June 2008 - September 2008
Job FP&A Analyst at Sungevity
Industry Renewables & Environment
Experience
Sungevity June 2014 - Present
Chesapeake Energy January 2010 - January 2014
USRowing January 2010 - September 2012
UBS June 2008 - September 2008
Skills
Microsoft Excel, Financial Modeling, Data Analysis, Financial Analysis, Business Analysis, Analysis, Finance, Corporate Finance, Forecasting, Microsoft Office, Financial Reporting, PowerPoint, Public Speaking, Research, Leadership, Fundraising, Coaching, Social Media
Education
University of Cambridge 2007 — 2009
Master of Arts (MA) Cantab, Economics
Cornell University 2003 — 2007
Bachelor of Arts (B.A.), Physics
Sungevity June 2014 - Present
Chesapeake Energy January 2010 - January 2014
USRowing January 2010 - September 2012
UBS June 2008 - September 2008
Skills
Microsoft Excel, Financial Modeling, Data Analysis, Financial Analysis, Business Analysis, Analysis, Finance, Corporate Finance, Forecasting, Microsoft Office, Financial Reporting, PowerPoint, Public Speaking, Research, Leadership, Fundraising, Coaching, Social Media
Education
University of Cambridge 2007 — 2009
Master of Arts (MA) Cantab, Economics
Cornell University 2003 — 2007
Bachelor of Arts (B.A.), Physics
Tom Kim's UBS Experience 2004 - 2006
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs 2012 - Present
Goldman Sachs Asia 2007 - 2012
Lehman Brothers 2006 - 2007
UBS 2004 - 2006
Morgan Stanley 2000 - 2004
PwC 1998 - 2000
Price Waterhouse 1996 - 1998
Skills
Equity Research, Financial Analysis, Consultancy, Report Writing, Equities, Fundamental Research, Project Finance, Equity Valuation, Sell Side, Emerging Markets, Transportation, Shipping, Financial Modeling, Valuation
Education
Northeastern University 1995 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
Cornell University 1991 — 1995
BS, Hote; Mgt
Goldman Sachs 2012 - Present
Goldman Sachs Asia 2007 - 2012
Lehman Brothers 2006 - 2007
UBS 2004 - 2006
Morgan Stanley 2000 - 2004
PwC 1998 - 2000
Price Waterhouse 1996 - 1998
Skills
Equity Research, Financial Analysis, Consultancy, Report Writing, Equities, Fundamental Research, Project Finance, Equity Valuation, Sell Side, Emerging Markets, Transportation, Shipping, Financial Modeling, Valuation
Education
Northeastern University 1995 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
Cornell University 1991 — 1995
BS, Hote; Mgt
Jeff Gabello's UBS Experience January 2000 - August 2008
Job Supervising Project Manager at Financial Accounting Standards Board (FASB)
Industry Accounting
Experience
Financial Accounting Standards Board (FASB) May 2014 - Present
IBM September 2008 - May 2014
UBS January 2000 - August 2008
PPA Bank 1996 - 1998
Skills
IFRS, Accounting, US GAAP, Management, Policy, Financial Reporting, Financial Accounting, Project Management, Revenue Recognition
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
University of Mannheim 1988 — 1989
Fulbright Fellowship, Accounting
University of Scranton 1984 — 1988
BS, Accounting, German
Financial Accounting Standards Board (FASB) May 2014 - Present
IBM September 2008 - May 2014
UBS January 2000 - August 2008
PPA Bank 1996 - 1998
Skills
IFRS, Accounting, US GAAP, Management, Policy, Financial Reporting, Financial Accounting, Project Management, Revenue Recognition
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
University of Mannheim 1988 — 1989
Fulbright Fellowship, Accounting
University of Scranton 1984 — 1988
BS, Accounting, German
Melissa Costa's UBS Experience January 2005 - May 2005
Job Senior Consultant, Executive Compensation at Towers Watson
Industry Management Consulting
Experience
Towers Watson July 2006 - Present
Canon, Inc. June 2005 - August 2005
UBS January 2005 - May 2005
Education
Cornell University 2002 — 2006
BS, Applied Economics and Management
Towers Watson July 2006 - Present
Canon, Inc. June 2005 - August 2005
UBS January 2005 - May 2005
Education
Cornell University 2002 — 2006
BS, Applied Economics and Management
Stephen Chung's UBS Experience April 2004 - November 2011
Job Quant/Stats Trader
Industry Financial Services
Experience
Nomura Securities December 2011 - 2013
UBS April 2004 - November 2011
Jemmco Capital December 2002 - March 2004
BNP Paribas/CooperNeff March 2001 - October 2002
Morgan Stanley Investment Management April 1997 - March 2001
CDC Capital Investissement 1995 - March 1997
Fermilab 1993 - 1995
Education
Cornell University 1988 — 1993
Ph.D., Theoretical Particle Physics
National Tsing Hua University
National Tsing Hua University
Nomura Securities December 2011 - 2013
UBS April 2004 - November 2011
Jemmco Capital December 2002 - March 2004
BNP Paribas/CooperNeff March 2001 - October 2002
Morgan Stanley Investment Management April 1997 - March 2001
CDC Capital Investissement 1995 - March 1997
Fermilab 1993 - 1995
Education
Cornell University 1988 — 1993
Ph.D., Theoretical Particle Physics
National Tsing Hua University
National Tsing Hua University
Tom Gurrentz's UBS Experience July 2004 - Present
Job Account Vice President at UBS Financial Services Inc
Industry Financial Services
Experience
UBS July 2004 - Present
Skills
Retirement, Series 7, Certified Financial..., Asset Managment, Asset Allocation, Investment Advisory, 401k Rollovers, Saving for Education, Retirement Planning, Wealth Management, Uniform Combined State..., IRAs, Asset Management, Series 63
Education
Cornell University 1976 — 1980
BS, Undergraduate Business
UBS July 2004 - Present
Skills
Retirement, Series 7, Certified Financial..., Asset Managment, Asset Allocation, Investment Advisory, 401k Rollovers, Saving for Education, Retirement Planning, Wealth Management, Uniform Combined State..., IRAs, Asset Management, Series 63
Education
Cornell University 1976 — 1980
BS, Undergraduate Business
Leonardo Ferro's UBS Experience 2001 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Electronic Transaction Consultants September 2010 - April 2013
UBS 2001 - 2008
UBS Wealth Management 2001 - 2008
Skills
Java, PL/SQL, SQL, XML, Oracle, Unix, Microsoft SQL Server, SDLC, Requirements Analysis, Business Analysis
Education
Cornell University
Electronic Transaction Consultants September 2010 - April 2013
UBS 2001 - 2008
UBS Wealth Management 2001 - 2008
Skills
Java, PL/SQL, SQL, XML, Oracle, Unix, Microsoft SQL Server, SDLC, Requirements Analysis, Business Analysis
Education
Cornell University
Philip Shields's UBS Experience June 2011 - August 2011
Job Trader
Industry Financial Services
Experience
Guggenheim Partners July 2013 - Present
BlackRock 2012 - 2013
Guggenheim Partners 2012 - 2012
UBS June 2011 - August 2011
First National Bank of Omaha 2008 - 2010
ConAgra Foods 2005 - 2008
Skills
Financial Modeling, Portfolio Management, Valuation
Education
UCLA Anderson School of Management 2010 — 2012
Creighton University 2001 — 2005
BA, Finance
Guggenheim Partners July 2013 - Present
BlackRock 2012 - 2013
Guggenheim Partners 2012 - 2012
UBS June 2011 - August 2011
First National Bank of Omaha 2008 - 2010
ConAgra Foods 2005 - 2008
Skills
Financial Modeling, Portfolio Management, Valuation
Education
UCLA Anderson School of Management 2010 — 2012
Creighton University 2001 — 2005
BA, Finance
Steve Oaks's UBS Experience August 2010 - Present
Job Managing Director Wealth Management
Industry Financial Services
Experience
UBS August 2010 - Present
BlackRock October 2007 - August 2010
Quellos Group, LLC March 2001 - October 2007
Education
Northwestern University 1998 — 2000
MBA
Creighton University School of Law 1986 — 1989
JD
Creighton University 1982 — 1986
BSBA, Finance
UBS August 2010 - Present
BlackRock October 2007 - August 2010
Quellos Group, LLC March 2001 - October 2007
Education
Northwestern University 1998 — 2000
MBA
Creighton University School of Law 1986 — 1989
JD
Creighton University 1982 — 1986
BSBA, Finance
Alfredo J Maldonado's UBS Experience January 2010 - Present
Job Regional Sales Manager at UBS
Industry Financial Services
Experience
UBS January 2010 - Present
UBS International Inc. April 2006 - January 2010
UBS International Inc. September 2003 - April 2006
Orbiex Financial Services September 2001 - August 2003
Skills
Series 7, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Banking, Bloomberg, Capital Markets, Derivatives, Equities, FINRA, Financial Markets, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Series 63
Education
Curry College 1997 — 2001
Bachelor of Arts, Finance
UBS January 2010 - Present
UBS International Inc. April 2006 - January 2010
UBS International Inc. September 2003 - April 2006
Orbiex Financial Services September 2001 - August 2003
Skills
Series 7, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Banking, Bloomberg, Capital Markets, Derivatives, Equities, FINRA, Financial Markets, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Series 63
Education
Curry College 1997 — 2001
Bachelor of Arts, Finance
Wendy Shi's UBS Experience July 2008 - Present
Job
Industry Information Technology and Services
Experience
Goldman Sachs June 2015 - Present
UBS July 2008 - Present
Education
Cornell University 2004 — 2008
BS, College of Engineering, Computer Science
Goldman Sachs June 2015 - Present
UBS July 2008 - Present
Education
Cornell University 2004 — 2008
BS, College of Engineering, Computer Science
Richard Stachon's UBS Experience July 2011 - Present
Job Senior Vice President, Portfolio Management Program Financial Advisor at UBS
Industry Financial Services
Experience
UBS July 2011 - Present
Morgan Stanley April 2005 - July 2011
Education
Creighton University 1984 — 1986
MBA, International Economics and Finance
Utah State University 1977 — 1980
B.S., Marketing
UBS July 2011 - Present
Morgan Stanley April 2005 - July 2011
Education
Creighton University 1984 — 1986
MBA, International Economics and Finance
Utah State University 1977 — 1980
B.S., Marketing
Maged Tawfik's UBS Experience 1995 - 1998
Job Financial Risk Specialist at SAS
Industry Financial Services
Experience
SAS Institute May 2012 - Present
Elan Systems Inc August 2007 - April 2012
Anchorage Capital 2006 - 2007
Silverback Asset Management 2004 - 2006
Merrill Lynch 2003 - 2004
Gamma Asset Management 2002 - 2003
Swiss Re 1998 - 2001
UBS 1995 - 1998
Merrill Lynch 1994 - 1995
3D/Eye 1987 - 1993
Skills
Equity Derivatives, Convertibel Bonds, Credit Derivatives and..., Stochastic Modeling, Market Risk Management, Credit Risk Management, Financial Time Series..., Computer Programming..., Portfolio Management, Risk Management, Liquidity Risk, Basel III
Education
Cornell University
PhD, Engineering, Applied Math, Comp Sci
SAS Institute May 2012 - Present
Elan Systems Inc August 2007 - April 2012
Anchorage Capital 2006 - 2007
Silverback Asset Management 2004 - 2006
Merrill Lynch 2003 - 2004
Gamma Asset Management 2002 - 2003
Swiss Re 1998 - 2001
UBS 1995 - 1998
Merrill Lynch 1994 - 1995
3D/Eye 1987 - 1993
Skills
Equity Derivatives, Convertibel Bonds, Credit Derivatives and..., Stochastic Modeling, Market Risk Management, Credit Risk Management, Financial Time Series..., Computer Programming..., Portfolio Management, Risk Management, Liquidity Risk, Basel III
Education
Cornell University
PhD, Engineering, Applied Math, Comp Sci
Nicholas Bialkowski's UBS Experience August 1995 - Present
Job Operations Analyst at UBS
Industry Financial Services
Experience
UBS August 1995 - Present
Perot Systems Corporation January 1992 - 2007
Snappy Car Rental July 1987 - January 1991
Skills
Vendor Management, Business Analysis, Fixed Income, Trading Systems, Derivatives
Education
Cuyahoga Community College 1989 — 1991
Computer Science
R.B Chamberlin HS 1979 — 1982
UBS August 1995 - Present
Perot Systems Corporation January 1992 - 2007
Snappy Car Rental July 1987 - January 1991
Skills
Vendor Management, Business Analysis, Fixed Income, Trading Systems, Derivatives
Education
Cuyahoga Community College 1989 — 1991
Computer Science
R.B Chamberlin HS 1979 — 1982
Ingrid Shieh's UBS Experience 2001 - 2004
Job Marketing at DRI International
Industry Financial Services
Experience
DRI International July 2015 - Present
SAVA360 April 2013 - Present
Bank of America Merrill Lynch 2007 - 2012
Anne McBride, TPG 2005 - 2007
UBS 2001 - 2004
Skills
Fluent in Spoken..., Equities, Capital Markets, Emerging Markets, Program Management, Investor Relations, Valuation, Asset Management
Education
Dartmouth College
Bachelor of Arts (B.A.), Government and Asian Studies
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
DRI International July 2015 - Present
SAVA360 April 2013 - Present
Bank of America Merrill Lynch 2007 - 2012
Anne McBride, TPG 2005 - 2007
UBS 2001 - 2004
Skills
Fluent in Spoken..., Equities, Capital Markets, Emerging Markets, Program Management, Investor Relations, Valuation, Asset Management
Education
Dartmouth College
Bachelor of Arts (B.A.), Government and Asian Studies
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
Brian Nagel's UBS Experience March 2003 - April 2009
Job Managing Director at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. May 2009 - Present
UBS March 2003 - April 2009
Credit Suisse September 2000 - March 2003
Skills
Equity Research, Chartered Financial...
Education
Creighton University 1991 — 1995
Bachelor of Science (BS), Finance and Economics
Oppenheimer & Co. May 2009 - Present
UBS March 2003 - April 2009
Credit Suisse September 2000 - March 2003
Skills
Equity Research, Chartered Financial...
Education
Creighton University 1991 — 1995
Bachelor of Science (BS), Finance and Economics
Carl Feliciano's UBS Experience 1993 - 1996
Job MBS Operations Specialist
Industry Financial Services
Experience
Ridge Clearing 2005 - 2012
JP Morgan Chase Mortgage Company 2004 - 2005
Instinet Incorporated 2000 - 2003
Western Asset Management 1999 - 2000
Barclays Capital 1997 - 1999
Lehman Brothers 1996 - 1997
UBS 1993 - 1996
Mabon Securities Corp. 1992 - 1993
Bear Stearns 1989 - 1992
Drexel Burnham Lambert 1986 - 1989
Skills
Settlement, Middle Office
Education
CUNY New York City College of Technology
Marketing/Sales Management
Ridge Clearing 2005 - 2012
JP Morgan Chase Mortgage Company 2004 - 2005
Instinet Incorporated 2000 - 2003
Western Asset Management 1999 - 2000
Barclays Capital 1997 - 1999
Lehman Brothers 1996 - 1997
UBS 1993 - 1996
Mabon Securities Corp. 1992 - 1993
Bear Stearns 1989 - 1992
Drexel Burnham Lambert 1986 - 1989
Skills
Settlement, Middle Office
Education
CUNY New York City College of Technology
Marketing/Sales Management
Aliz Savay's UBS Experience June 2014 - August 2014
Job Student at University of WisconsinMadison
Industry Investment Banking
Experience
UBS June 2014 - August 2014
Slice N Dice June 2014 - August 2014
Equal Exchange August 2012 - January 2013
Skills
Travel, Writing, Hungarian, Microsoft Office, Microsoft Excel, Mac OS, Event Planning, Facebook, Social Media, Public Speaking, PowerPoint, Customer Service, Social Networking, Marketing
Education
University of Wisconsin-Madison 2012 — 2016
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, Finance, 3.89 GPA
Budapesti Corvinus Egyetem 2013 — 2014
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, Finance
John Cabot University 2013 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, Finance
University School of Milwaukee 2008 — 2012
UBS June 2014 - August 2014
Slice N Dice June 2014 - August 2014
Equal Exchange August 2012 - January 2013
Skills
Travel, Writing, Hungarian, Microsoft Office, Microsoft Excel, Mac OS, Event Planning, Facebook, Social Media, Public Speaking, PowerPoint, Customer Service, Social Networking, Marketing
Education
University of Wisconsin-Madison 2012 — 2016
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, Finance, 3.89 GPA
Budapesti Corvinus Egyetem 2013 — 2014
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, Finance
John Cabot University 2013 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, Finance
University School of Milwaukee 2008 — 2012
Dustin Tucker's UBS Experience June 2013 - June 2013
Job College Student
Industry Electrical/Electronic Manufacturing
Experience
UBS June 2013 - June 2013
American Express August 2012 - January 2013
Year Up January 2012 - January 2013
NOAA-Crest at CUNY City College of New York September 2011 - January 2012
Metro Tax Solutions January 2008 - April 2008
Skills
Laptops, Microsoft Office, Remote Desktop, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Teamwork, Research, Public Speaking, Multimeter, NI Multisim, Matlab, NI LabVIEW
Education
CUNY New York City College of Technology 2007 — 2016
Bachelor of Arts and Sciences (AAS), Bachelor of Technology in Electrical Engineering Technology
UBS June 2013 - June 2013
American Express August 2012 - January 2013
Year Up January 2012 - January 2013
NOAA-Crest at CUNY City College of New York September 2011 - January 2012
Metro Tax Solutions January 2008 - April 2008
Skills
Laptops, Microsoft Office, Remote Desktop, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Teamwork, Research, Public Speaking, Multimeter, NI Multisim, Matlab, NI LabVIEW
Education
CUNY New York City College of Technology 2007 — 2016
Bachelor of Arts and Sciences (AAS), Bachelor of Technology in Electrical Engineering Technology
John Nieves's UBS Experience October 2014 - December 2014
Job Customer Focused | Financial Analyst | Investment Analyst | Business Analyst
Industry Information Technology and Services
Experience
CDA- Novartis Pharmaceutical Corporation September 2014 - Present
UBS October 2014 - December 2014
CDA- Novartis Pharmaceutical Corporation October 2011 - January 2014
Valpak October 2007 - October 2010
Skills
Process Improvement, SharePoint, Vendor Management, Technical Support, Business Analysis, Team Leadership, IT Management, Software Documentation, Troubleshooting, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Microsoft PowerPoint, BMC Remedy, Windows 7, HP JetAdmin, SAP, Windows, SQL, Active Directory, Quality Assurance, Microsoft Exchange, Integration, Project Management, Microsoft SQL Server, Program Management, SDLC, Change Management, CRM, Cross-functional Team..., Project Portfolio..., Business Intelligence, PMO, PMP, ITIL, IT Service Management, Software Project..., Management, IT Strategy, Oracle, Business Process..., Outsourcing, Novartis WebRa, Net IQ DRA, HP Web JetAdmin
Education
William Paterson University of New Jersey 2014 — 2016
Bachelor of Applied Science (BASc), Finance and Financial Planning, 3.77
County College of Morris 2012 — 2014
Associate of Science (AS), Business Administration, General, 3.0
CDA- Novartis Pharmaceutical Corporation September 2014 - Present
UBS October 2014 - December 2014
CDA- Novartis Pharmaceutical Corporation October 2011 - January 2014
Valpak October 2007 - October 2010
Skills
Process Improvement, SharePoint, Vendor Management, Technical Support, Business Analysis, Team Leadership, IT Management, Software Documentation, Troubleshooting, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Microsoft PowerPoint, BMC Remedy, Windows 7, HP JetAdmin, SAP, Windows, SQL, Active Directory, Quality Assurance, Microsoft Exchange, Integration, Project Management, Microsoft SQL Server, Program Management, SDLC, Change Management, CRM, Cross-functional Team..., Project Portfolio..., Business Intelligence, PMO, PMP, ITIL, IT Service Management, Software Project..., Management, IT Strategy, Oracle, Business Process..., Outsourcing, Novartis WebRa, Net IQ DRA, HP Web JetAdmin
Education
William Paterson University of New Jersey 2014 — 2016
Bachelor of Applied Science (BASc), Finance and Financial Planning, 3.77
County College of Morris 2012 — 2014
Associate of Science (AS), Business Administration, General, 3.0
Matthew Gershuny's UBS Experience 1996 - 1999
Job Director of Research, Portfolio Manager at Parnassus Investments
Industry Investment Management
Experience
Parnassus Investments March 2014 - Present
Parnassus Investments September 2008 - Present
Parnassus Investments July 2006 - September 2008
Cowen and Company 1999 - 2003
UBS 1996 - 1999
Education
Cornell University
Bachelor of Arts (BA), Philosophy
University of Michigan
Master of Business Administration (MBA)
Parnassus Investments March 2014 - Present
Parnassus Investments September 2008 - Present
Parnassus Investments July 2006 - September 2008
Cowen and Company 1999 - 2003
UBS 1996 - 1999
Education
Cornell University
Bachelor of Arts (BA), Philosophy
University of Michigan
Master of Business Administration (MBA)
cecen handali's UBS Experience 1999 - 2002
Job Tax Controller at Toys R Us
Industry Information Technology and Services
Experience
Toys R Us March 2014 - Present
Oracle February 2013 - February 2014
AIG May 2007 - January 2013
GE Capital September 2002 - May 2007
Merrill Lynch 2002 - 2002
UBS 1999 - 2002
Citi 1988 - 1999
Skills
Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Tax, Financial Reporting, US GAAP, Corporate Tax, CPA, International Tax, GAAP, Tax Accounting, SEC filings, Auditing, Income Tax, Transfer Pricing, Mergers & Acquisitions, SEC Filings
Education
St. John's University New York City 1991 — 1993
Master of Business Administration (MBA), Taxation
CUNY York College 1987 — 1990
Bachelor of Science (BS), Accounting
Regina pacis
Toys R Us March 2014 - Present
Oracle February 2013 - February 2014
AIG May 2007 - January 2013
GE Capital September 2002 - May 2007
Merrill Lynch 2002 - 2002
UBS 1999 - 2002
Citi 1988 - 1999
Skills
Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Tax, Financial Reporting, US GAAP, Corporate Tax, CPA, International Tax, GAAP, Tax Accounting, SEC filings, Auditing, Income Tax, Transfer Pricing, Mergers & Acquisitions, SEC Filings
Education
St. John's University New York City 1991 — 1993
Master of Business Administration (MBA), Taxation
CUNY York College 1987 — 1990
Bachelor of Science (BS), Accounting
Regina pacis
Ivan Murguia's UBS Experience June 2014 - Present
Job Attended Trevecca Nazarene University
Industry Financial Services
Experience
UBS June 2014 - Present
Grade-A-Catering 2011 - Present
Bradford Health Services 2009 - 2010
State of TN Department of Children's Services 2007 - 2008
Skills
Spanish-English, Counseling Psychology, Case Management Services, Child Welfare, Foster Care, Mental Health, Substance Abuse...
Education
Trevecca Nazarene University 2003 — 2005
Master of Arts (MA), Counseling
Cumberland University 1996 — 2001
Bachelor of Arts (B.A.), Psychology
UBS June 2014 - Present
Grade-A-Catering 2011 - Present
Bradford Health Services 2009 - 2010
State of TN Department of Children's Services 2007 - 2008
Skills
Spanish-English, Counseling Psychology, Case Management Services, Child Welfare, Foster Care, Mental Health, Substance Abuse...
Education
Trevecca Nazarene University 2003 — 2005
Master of Arts (MA), Counseling
Cumberland University 1996 — 2001
Bachelor of Arts (B.A.), Psychology
Gilberto Colon's UBS Experience August 2001 - Present
Job senior mail clerk at UBS
Industry Financial Services
Experience
UBS August 2001 - Present
New York Department for the Aging August 1989 - October 2000
Education
CUNY Bronx Community College
UBS August 2001 - Present
New York Department for the Aging August 1989 - October 2000
Education
CUNY Bronx Community College
Michelle Ko's UBS Experience August 2008 - May 2009
Job Equity Research Management VP at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2011 - Present
Bank of America Merrill Lynch June 2009 - June 2011
UBS August 2008 - May 2009
UBS February 2003 - August 2008
Morgan Stanley 2002 - 2002
SALOMON SMITH BARNEY 2000 - 2002
Lehman Brothers 1997 - 1998
J.P. Morgan 1994 - 1997
Skills
Equity Research, Management, Training & Development, Human Capital, Recruiting, Talent Management, Performance Management, Conflict Resolution, Equities, Performance Reviews, Performance Appraisal, College Recruiting, Staff Development, Hiring, Compliance Management, Sell Side, Equity Valuation, Financial Modeling, Valuation
Education
Cornell University 1998 — 2000
Master of Business Administration, Finance
Pace University 1990 — 1994
Bachelor of Business Administration, Accounting
Credit Suisse June 2011 - Present
Bank of America Merrill Lynch June 2009 - June 2011
UBS August 2008 - May 2009
UBS February 2003 - August 2008
Morgan Stanley 2002 - 2002
SALOMON SMITH BARNEY 2000 - 2002
Lehman Brothers 1997 - 1998
J.P. Morgan 1994 - 1997
Skills
Equity Research, Management, Training & Development, Human Capital, Recruiting, Talent Management, Performance Management, Conflict Resolution, Equities, Performance Reviews, Performance Appraisal, College Recruiting, Staff Development, Hiring, Compliance Management, Sell Side, Equity Valuation, Financial Modeling, Valuation
Education
Cornell University 1998 — 2000
Master of Business Administration, Finance
Pace University 1990 — 1994
Bachelor of Business Administration, Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.