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
Peter W. Agnes III, CFA Peter W. Agnes III, CFA's UBS Experience June 2006 - November 2008
Job Partner Portfolio Manager at Caxton Associates
Industry Investment Management
Experience
Caxton Associates April 2011 - Present
Barclays Capital December 2008 - April 2011
UBS June 2006 - November 2008
Wachovia, A Wells Fargo Company June 1999 - May 2006
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Credit, Capital Markets, Bloomberg, Derivatives, Asset Management, Investment Banking, Investments, Bonds, Valuation, Portfolio Management, Trading
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Dartmouth College 1995 — 1999
BA, Government
Caxton Associates April 2011 - Present
Barclays Capital December 2008 - April 2011
UBS June 2006 - November 2008
Wachovia, A Wells Fargo Company June 1999 - May 2006
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Credit, Capital Markets, Bloomberg, Derivatives, Asset Management, Investment Banking, Investments, Bonds, Valuation, Portfolio Management, Trading
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Dartmouth College 1995 — 1999
BA, Government
Edyta Bajena Edyta Bajena's UBS Experience June 2010 - August 2010
Job Call Center Lead at Acceleration Academies, LLC
Industry Hospitality
Experience
Acceleration Academies, LLC January 2015 - Present
MMEpresents April 2014 - Present
Park Grill Chicago May 2012 - August 2013
Grota Banquets & Catering 2009 - 2011
UBS June 2010 - August 2010
Skills
Management, Event Planning, Customer Service, Photography, Promotions, Hospitality, Sales, Creativity Skills, Food & Beverage, Teamwork, Streamlining Process, Social Media Marketing
Education
DePaul University 2012 — 2015
Bachelor of Science in Hospitality Leadership, Concentration in Event Management, Specialization in Entreprenuership, Minor in Real Estate
Study Abroad Business Hospitality Seminar 2015 — 2015
Acceleration Academies, LLC January 2015 - Present
MMEpresents April 2014 - Present
Park Grill Chicago May 2012 - August 2013
Grota Banquets & Catering 2009 - 2011
UBS June 2010 - August 2010
Skills
Management, Event Planning, Customer Service, Photography, Promotions, Hospitality, Sales, Creativity Skills, Food & Beverage, Teamwork, Streamlining Process, Social Media Marketing
Education
DePaul University 2012 — 2015
Bachelor of Science in Hospitality Leadership, Concentration in Event Management, Specialization in Entreprenuership, Minor in Real Estate
Study Abroad Business Hospitality Seminar 2015 — 2015
Joe Rana's UBS Experience February 2013 - August 2013
Job Valuation Analyst at Hilco Valuation Services, LLC
Industry Financial Services
Experience
Hilco Valuation Services, LLC December 2014 - Present
MainStreet Investment Advisors September 2013 - December 2014
UBS February 2013 - August 2013
ING U.S. November 2012 - February 2013
Skills
Corporate Finance, Financial Reporting, Financial Analysis, Microsoft Excel, Investments, Morningstar Direct, Asset Allocation, Customer Service, Wealth Management, Banking
Education
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Finance
Hilco Valuation Services, LLC December 2014 - Present
MainStreet Investment Advisors September 2013 - December 2014
UBS February 2013 - August 2013
ING U.S. November 2012 - February 2013
Skills
Corporate Finance, Financial Reporting, Financial Analysis, Microsoft Excel, Investments, Morningstar Direct, Asset Allocation, Customer Service, Wealth Management, Banking
Education
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Finance
Huyen Tran Huyen Tran's UBS Experience 2002 - 2006
Job Customer Service Representative Funds and Banking at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers November 2011 - Present
Tegrant Corporation September 2010 - October 2011
Brewer Investment Group, LLC October 2008 - March 2010
Talent Resource Solutions June 2007 - October 2008
Morgan Stanley February 2006 - March 2007
UBS 2002 - 2006
Skills
Customer Service, Banking, Microsoft Excel, Sales, Project Management, Microsoft Office, Access, PowerPoint, Outlook, Microsoft Word, Event Planning, Research, Recruiting, Management, Leadership, Time Management
Education
DePaul University 2000 — 2003
BS, Finance
Glenbard West 1994 — 1998
Interactive Brokers November 2011 - Present
Tegrant Corporation September 2010 - October 2011
Brewer Investment Group, LLC October 2008 - March 2010
Talent Resource Solutions June 2007 - October 2008
Morgan Stanley February 2006 - March 2007
UBS 2002 - 2006
Skills
Customer Service, Banking, Microsoft Excel, Sales, Project Management, Microsoft Office, Access, PowerPoint, Outlook, Microsoft Word, Event Planning, Research, Recruiting, Management, Leadership, Time Management
Education
DePaul University 2000 — 2003
BS, Finance
Glenbard West 1994 — 1998
Dennis Abboud Dennis Abboud's UBS Experience October 2012 - December 2012
Job Associate Consultant at Altair Advisers
Industry Financial Services
Experience
Altair Advisers June 2013 - Present
Blue Prairie Group February 2013 - June 2013
UBS October 2012 - December 2012
Northwestern Mutual April 2011 - October 2012
Infinity Resources, Inc. June 2010 - September 2010
Skills
Morningstar, Capital IQ, Financial Modeling, Financial Analysis, Investments, Asset Allocation, Strategic Financial..., Microsoft Excel, Microsoft Office
Education
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Honors Finance and Honors Economics
Altair Advisers June 2013 - Present
Blue Prairie Group February 2013 - June 2013
UBS October 2012 - December 2012
Northwestern Mutual April 2011 - October 2012
Infinity Resources, Inc. June 2010 - September 2010
Skills
Morningstar, Capital IQ, Financial Modeling, Financial Analysis, Investments, Asset Allocation, Strategic Financial..., Microsoft Excel, Microsoft Office
Education
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Honors Finance and Honors Economics
Donata Brazdzionyte Donata Brazdzionyte's UBS Experience January 2011 - September 2011
Job Accountant/Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase-Corporate Finance-Global Real Estate December 2013 - Present
Arka Logistics Inc. December 2011 - June 2013
UBS January 2011 - September 2011
Skills
Microsoft Excel, Account Reconciliation, Accounts Receivable, Finance, Financial Analysis, Accounting, Microsoft Office, QuickBooks, Banking, Invoice Processing, Accurate Data Entry, Organizational..., Close Attention to..., Strategic Planning, Teamwork, Cold Calling, TMW, PeopleSoft, ACT, SLIM, GREDL Pro, SAP, Financial Accounting, Accounts Payable, Financial Reporting
Education
DePaul University 2009 — 2012
Bachelor of Science, Finance and Accountancy
JPMorgan Chase-Corporate Finance-Global Real Estate December 2013 - Present
Arka Logistics Inc. December 2011 - June 2013
UBS January 2011 - September 2011
Skills
Microsoft Excel, Account Reconciliation, Accounts Receivable, Finance, Financial Analysis, Accounting, Microsoft Office, QuickBooks, Banking, Invoice Processing, Accurate Data Entry, Organizational..., Close Attention to..., Strategic Planning, Teamwork, Cold Calling, TMW, PeopleSoft, ACT, SLIM, GREDL Pro, SAP, Financial Accounting, Accounts Payable, Financial Reporting
Education
DePaul University 2009 — 2012
Bachelor of Science, Finance and Accountancy
Barrett Kalleja Barrett Kalleja's UBS Experience February 2012 - June 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Northern Trust October 2012 - May 2015
UBS February 2012 - June 2012
Specht, Kalleja, und Partner GmbH 2007 - 2010
Skills
Microsoft Office, Team Leadership, Multilingual, Communication Skills, Data Analysis, Social Networking, Financial Modeling, Customer Service, Market Research, Securities, Mutual Funds, Due Diligence, Portfolio Management, Wealth Management, Financial Analysis, Investments, Microsoft Excel
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
John F. Kennedy High School, Berlin, Germany 1996 — 2008
Goldman Sachs June 2015 - Present
Northern Trust October 2012 - May 2015
UBS February 2012 - June 2012
Specht, Kalleja, und Partner GmbH 2007 - 2010
Skills
Microsoft Office, Team Leadership, Multilingual, Communication Skills, Data Analysis, Social Networking, Financial Modeling, Customer Service, Market Research, Securities, Mutual Funds, Due Diligence, Portfolio Management, Wealth Management, Financial Analysis, Investments, Microsoft Excel
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
John F. Kennedy High School, Berlin, Germany 1996 — 2008
Jake Gerstein Jake Gerstein's UBS Experience January 2007 - August 2012
Job Senior Manager at West Monroe Partners
Industry Financial Services
Experience
West Monroe Partners April 2015 - Present
Computershare September 2012 - April 2015
UBS January 2007 - August 2012
Perot Systems April 1999 - December 2006
Illinois Mathematics and Science Academy May 1998 - April 1999
Skills
Data Analysis, Microsoft Excel, Windows, Program Management, Microsoft Office, Perl, Project Management, SQL, Research, Unix, Java, Team Building, Software Development, Solaris, Software Project..., Agile Methodologies, Data Center, Disaster Recovery, Nice Guy, ITIL, Linux, SDLC, Business Analysis, Vendor Management, Security, Integration, Microsoft SQL Server, System Administration, Requirements Analysis, Enterprise Architecture, Virtualization, Databases, Visio, IT Management, Enterprise Software, IT Strategy
Education
DePaul University
Master of Science (M.S.), Computer Software Engineering
The Johns Hopkins University 1995 — 1998
Bachelor of Arts (BA), History
Illinois Mathematics and Science Academy 1992 — 1995
High School
West Monroe Partners April 2015 - Present
Computershare September 2012 - April 2015
UBS January 2007 - August 2012
Perot Systems April 1999 - December 2006
Illinois Mathematics and Science Academy May 1998 - April 1999
Skills
Data Analysis, Microsoft Excel, Windows, Program Management, Microsoft Office, Perl, Project Management, SQL, Research, Unix, Java, Team Building, Software Development, Solaris, Software Project..., Agile Methodologies, Data Center, Disaster Recovery, Nice Guy, ITIL, Linux, SDLC, Business Analysis, Vendor Management, Security, Integration, Microsoft SQL Server, System Administration, Requirements Analysis, Enterprise Architecture, Virtualization, Databases, Visio, IT Management, Enterprise Software, IT Strategy
Education
DePaul University
Master of Science (M.S.), Computer Software Engineering
The Johns Hopkins University 1995 — 1998
Bachelor of Arts (BA), History
Illinois Mathematics and Science Academy 1992 — 1995
High School
Aliza Rizvi's UBS Experience June 2013 - January 2014
Job Customer Service Associate at PNC
Industry Financial Services
Experience
PNC December 2014 - Present
DePaul University October 2011 - September 2014
UBS June 2013 - January 2014
WTTW Channel 11 May 2012 - September 2012
DePaul University August 2011 - June 2012
America Reads January 2011 - June 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Leadership, Research, Photoshop, Data Analysis, English, Marketing, Time Management
Education
DePaul University 2010 — 2014
Bachelor of Science, Finance, Minor: Marketing
PNC December 2014 - Present
DePaul University October 2011 - September 2014
UBS June 2013 - January 2014
WTTW Channel 11 May 2012 - September 2012
DePaul University August 2011 - June 2012
America Reads January 2011 - June 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Leadership, Research, Photoshop, Data Analysis, English, Marketing, Time Management
Education
DePaul University 2010 — 2014
Bachelor of Science, Finance, Minor: Marketing
Aftab Shahsingh Aftab Shahsingh's UBS Experience June 2001 - December 2009
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank December 2009 - Present
UBS June 2001 - December 2009
Merrill Lynch June 2000 - August 2000
Skills
Investment Banking, Asset Management, Equities, Capital Markets, Valuation, Sales Management, Business Strategy, Advisory, Accounting, Structured Finance, Legal Documentation, Mergers & Acquisitions, Investments, Strategy, Financial Analysis, Finance, Private Equity, Financial Modeling, Corporate Finance, Due Diligence, Portfolio Management, Fixed Income
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytical Finance and Accounting
Denison University 1997 — 2001
BSc, Computer Science and Economics
Cathedral 1986 — 1997
UBS Investment Bank December 2009 - Present
UBS June 2001 - December 2009
Merrill Lynch June 2000 - August 2000
Skills
Investment Banking, Asset Management, Equities, Capital Markets, Valuation, Sales Management, Business Strategy, Advisory, Accounting, Structured Finance, Legal Documentation, Mergers & Acquisitions, Investments, Strategy, Financial Analysis, Finance, Private Equity, Financial Modeling, Corporate Finance, Due Diligence, Portfolio Management, Fixed Income
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytical Finance and Accounting
Denison University 1997 — 2001
BSc, Computer Science and Economics
Cathedral 1986 — 1997
Javed Husain Javed Husain's UBS Experience June 2011 - June 2012
Job Specialist, Enterprise Architect at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust May 2013 - Present
VMware June 2012 - May 2013
UBS June 2011 - June 2012
UBS November 2007 - June 2011
Tetra Pak January 2006 - October 2007
Tetra Pak May 2002 - January 2006
Tetra Pak July 1999 - May 2002
Digital Equipment Corp. March 1999 - July 1999
CSC / CNA Insurance August 1998 - March 1999
Skills
VMware ESX, SQL, SAP, Java, HTML, Windows Server 2008, Red Hat Linux, Mac OS X Server, Solaris, VMware Infrastructure, Dell PowerEdge Servers, HP Proliant, HP Procurve, Cisco devices, NetApp, EMC, 3PAR, Perl, Python, COBOL, XML, Powershell, IBM Servers, Cisco Servers, Visual Basic, C++, Hyper-V, Citrix, XenServer, KVM, Active Directory, Cisco Technologies, System Administration, TCP/IP, Troubleshooting, Servers, VMware, Virtualization, Windows Server, XP, Data Center, Disaster Recovery, Enterprise Architecture, IT Strategy, Vendor Management, Windows XP
Education
DePaul University 2005 — 2007
MS, Computer, Information and Network Security
Devry University 2000 — 2002
BS, Telecommunications Management
Northern Illinois University 1992 — 1996
Operations Management & Information Systems
Northern Trust May 2013 - Present
VMware June 2012 - May 2013
UBS June 2011 - June 2012
UBS November 2007 - June 2011
Tetra Pak January 2006 - October 2007
Tetra Pak May 2002 - January 2006
Tetra Pak July 1999 - May 2002
Digital Equipment Corp. March 1999 - July 1999
CSC / CNA Insurance August 1998 - March 1999
Skills
VMware ESX, SQL, SAP, Java, HTML, Windows Server 2008, Red Hat Linux, Mac OS X Server, Solaris, VMware Infrastructure, Dell PowerEdge Servers, HP Proliant, HP Procurve, Cisco devices, NetApp, EMC, 3PAR, Perl, Python, COBOL, XML, Powershell, IBM Servers, Cisco Servers, Visual Basic, C++, Hyper-V, Citrix, XenServer, KVM, Active Directory, Cisco Technologies, System Administration, TCP/IP, Troubleshooting, Servers, VMware, Virtualization, Windows Server, XP, Data Center, Disaster Recovery, Enterprise Architecture, IT Strategy, Vendor Management, Windows XP
Education
DePaul University 2005 — 2007
MS, Computer, Information and Network Security
Devry University 2000 — 2002
BS, Telecommunications Management
Northern Illinois University 1992 — 1996
Operations Management & Information Systems
Carrie Trieglaff Carrie Trieglaff's UBS Experience March 1998 - October 2003
Job Experience Research & Strategy
Industry Design
Experience
W.W. Grainger June 2014 - Present
W.W. Grainger June 2012 - June 2014
W.W. Grainger June 2010 - June 2012
CDW April 2006 - June 2010
Freelance Consultant January 2003 - April 2006
DePaul University January 2005 - September 2005
UBS March 1998 - October 2003
THG International Publishing August 1997 - March 1998
Skills
User Experience, Usability Testing, User Research, Persona, Contextual Inquiry, Usability, Human Computer..., E-commerce, Information Architecture, User-centered Design, Task Analysis, Media Analysis, Heuristics, Analytics, User Scenarios, User Interface, User Interface Design, Interaction Design, Ethnography, Heuristic Evaluation, Cross-functional Team..., User Experience Design, Focus Groups, Web Analytics, Experience Design, Information Design, Mobile Applications, Integrated Marketing, Mobile Devices, Card Sorting, Competitive Analysis, Voice of the Customer, Design Strategy, Digital Strategy, Customer Insight, Research Design, Segmentation
Education
DePaul University
Master's Degree, Human-Computer Interaction (ECommerce Focus)
University of Illinois at Urbana-Champaign 1994 — 1997
Bachelor's Degree, Liberal Arts & Sciences - English (Writing Intensive) and Travel Writing (Ethnography Intensive)
The School of the Art Institute of Chicago 1991 — 1993
Early College Program, Mixed Media
W.W. Grainger June 2014 - Present
W.W. Grainger June 2012 - June 2014
W.W. Grainger June 2010 - June 2012
CDW April 2006 - June 2010
Freelance Consultant January 2003 - April 2006
DePaul University January 2005 - September 2005
UBS March 1998 - October 2003
THG International Publishing August 1997 - March 1998
Skills
User Experience, Usability Testing, User Research, Persona, Contextual Inquiry, Usability, Human Computer..., E-commerce, Information Architecture, User-centered Design, Task Analysis, Media Analysis, Heuristics, Analytics, User Scenarios, User Interface, User Interface Design, Interaction Design, Ethnography, Heuristic Evaluation, Cross-functional Team..., User Experience Design, Focus Groups, Web Analytics, Experience Design, Information Design, Mobile Applications, Integrated Marketing, Mobile Devices, Card Sorting, Competitive Analysis, Voice of the Customer, Design Strategy, Digital Strategy, Customer Insight, Research Design, Segmentation
Education
DePaul University
Master's Degree, Human-Computer Interaction (ECommerce Focus)
University of Illinois at Urbana-Champaign 1994 — 1997
Bachelor's Degree, Liberal Arts & Sciences - English (Writing Intensive) and Travel Writing (Ethnography Intensive)
The School of the Art Institute of Chicago 1991 — 1993
Early College Program, Mixed Media
Timothy Connor Timothy Connor's UBS Experience August 2013 - March 2015
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2015 - Present
UBS August 2013 - March 2015
Fischer Investment Capital September 2011 - December 2011
Essex Fells April 2005 - September 2010
Skills
Series 7, series 66
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics, cum laude
Morristown-Beard School 2005 — 2009
Goldman Sachs April 2015 - Present
UBS August 2013 - March 2015
Fischer Investment Capital September 2011 - December 2011
Essex Fells April 2005 - September 2010
Skills
Series 7, series 66
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics, cum laude
Morristown-Beard School 2005 — 2009
Carlos Hernandez Carlos Hernandez's UBS Experience September 2009 - January 2010
Job Talent Partner/President at SabaTek Corp
Industry Information Technology and Services
Experience
SabaTek Corp December 2014 - Present
SkillStorm April 2013 - December 2014
UBS September 2009 - January 2010
Skills
Technical Recruiting, Staffing Services, Information Technology, Portfolio Management, Internet Recruiting, Fixed Income, Temporary Placement, Leadership, Benefits Negotiation, SDLC, SQL, Chicago Style, Ear Candling, CUBS, Ninja Skills, Software Development, Wealth Management, Retirement Planning, Bonds, CHAMPS, XML, HTML, Microsoft SQL Server, Recruiting, Databases, JavaScript, Hispanic Marketing
Education
DePaul University 2007 — 2010
B.S. in Commerce, Finance
SabaTek Corp December 2014 - Present
SkillStorm April 2013 - December 2014
UBS September 2009 - January 2010
Skills
Technical Recruiting, Staffing Services, Information Technology, Portfolio Management, Internet Recruiting, Fixed Income, Temporary Placement, Leadership, Benefits Negotiation, SDLC, SQL, Chicago Style, Ear Candling, CUBS, Ninja Skills, Software Development, Wealth Management, Retirement Planning, Bonds, CHAMPS, XML, HTML, Microsoft SQL Server, Recruiting, Databases, JavaScript, Hispanic Marketing
Education
DePaul University 2007 — 2010
B.S. in Commerce, Finance
Eric Karian Eric Karian's UBS Experience January 2012 - May 2012
Job Student at DePaul University
Industry Accounting
Experience
Global Tax Advisors, LLC June 2014 - September 2014
UBS January 2012 - May 2012
Skills
Team Leadership, Teamwork, Accounting, Financial Reporting, Financial Analysis, Work Ethic, Stocks, Bond Markets
Education
DePaul University 2012 — 2016
Bachelor's degree, Accounting and Finance, Freshman
Global Tax Advisors, LLC June 2014 - September 2014
UBS January 2012 - May 2012
Skills
Team Leadership, Teamwork, Accounting, Financial Reporting, Financial Analysis, Work Ethic, Stocks, Bond Markets
Education
DePaul University 2012 — 2016
Bachelor's degree, Accounting and Finance, Freshman
Gina Jagtiani Gina Jagtiani's UBS Experience October 2007 - April 2008
Job Senior Digital Analyst, Customer Marketing Innovation at American Express OPEN
Industry Online Media
Experience
American Express August 2013 - Present
American Express August 2013 - February 2014
Scholastic April 2013 - August 2013
Time Inc. February 2012 - February 2013
Blabbermouth Social Media August 2011 - December 2011
DesiHits January 2011 - July 2011
LDGS Corporation September 2009 - December 2010
True Partners Consulting January 2009 - August 2009
Creative Ventures - personal start up October 2004 - October 2008
UBS October 2007 - April 2008
Skills
Digital Marketing, Social Media Marketing, Analytics, Web Analytics, Digital Media, Social Media, Search Advertising, Facebook, Facebook Advertising, Event Planning, Event Management, Omniture, Discover, comScore, Audience Development, Digital Strategy, Online Marketing, Newsletters, Marketing, Email Marketing, Online Advertising, Advertising, SEM, Content Strategy, SEO, Google Analytics, Integrated Marketing, Mobile Applications, Strategy, Marketing Research, Creative Direction
Education
DePaul University 2006 — 2008
Finance and Marketing
Loyola Marymount University 2005 — 2005
Bachelor of Business Administration, Marketing
Loyola University New Orleans
American Express August 2013 - Present
American Express August 2013 - February 2014
Scholastic April 2013 - August 2013
Time Inc. February 2012 - February 2013
Blabbermouth Social Media August 2011 - December 2011
DesiHits January 2011 - July 2011
LDGS Corporation September 2009 - December 2010
True Partners Consulting January 2009 - August 2009
Creative Ventures - personal start up October 2004 - October 2008
UBS October 2007 - April 2008
Skills
Digital Marketing, Social Media Marketing, Analytics, Web Analytics, Digital Media, Social Media, Search Advertising, Facebook, Facebook Advertising, Event Planning, Event Management, Omniture, Discover, comScore, Audience Development, Digital Strategy, Online Marketing, Newsletters, Marketing, Email Marketing, Online Advertising, Advertising, SEM, Content Strategy, SEO, Google Analytics, Integrated Marketing, Mobile Applications, Strategy, Marketing Research, Creative Direction
Education
DePaul University 2006 — 2008
Finance and Marketing
Loyola Marymount University 2005 — 2005
Bachelor of Business Administration, Marketing
Loyola University New Orleans
Colin Salsbury Colin Salsbury's UBS Experience November 2010 - August 2011
Job Associate at Citadel LLC
Industry Financial Services
Experience
Citadel LLC May 2014 - Present
Northern Trust Hedge Fund Services May 2012 - May 2014
Endeavor Trading, LLC August 2011 - November 2011
UBS November 2010 - August 2011
UBS Wealth Management September 2010 - January 2011
Skills
Finance, Financial Modeling, Investments, FX Options, Trading, Bloomberg, Hedge Funds, Mutual Funds, Cash Management, Fixed Income, Derivatives, Equities
Education
DePaul University 2007 — 2011
B.A., Finance, Economics
St. Joseph's High School 2003 — 2007
Citadel LLC May 2014 - Present
Northern Trust Hedge Fund Services May 2012 - May 2014
Endeavor Trading, LLC August 2011 - November 2011
UBS November 2010 - August 2011
UBS Wealth Management September 2010 - January 2011
Skills
Finance, Financial Modeling, Investments, FX Options, Trading, Bloomberg, Hedge Funds, Mutual Funds, Cash Management, Fixed Income, Derivatives, Equities
Education
DePaul University 2007 — 2011
B.A., Finance, Economics
St. Joseph's High School 2003 — 2007
Alex Kudlov Alex Kudlov's UBS Experience January 2001 - Present
Job Senior Network Engineer at UBS
Industry Computer Networking
Experience
UBS January 2001 - Present
Perot Systems Corporation January 1996 - December 2000
Illinois Criminal Justice Information Authority December 1993 - December 1995
Skills
Routing, Cisco, IP, Network Engineering, MPLS, VPN, BGP, OSPF, Routers, WAN, Firewalls, Network Design, Switches, Network Security, TCP/IP, Enterprise Architecture, Network Administration, Data Center, Cloud Computing, Integration, Telecommunications, IP Networking, Multicast, Network Architecture, Cisco Technologies, Juniper, Datacenter..., Network Virtualization, Cisco Routers, Networking, VoIP, Security, IT Operations, High Availability, Disaster Recovery, IPv6, DNS, Virtualization, Cisco IOS
Education
DePaul University 1991 — 1996
Master of Science, Telecommunications
UBS January 2001 - Present
Perot Systems Corporation January 1996 - December 2000
Illinois Criminal Justice Information Authority December 1993 - December 1995
Skills
Routing, Cisco, IP, Network Engineering, MPLS, VPN, BGP, OSPF, Routers, WAN, Firewalls, Network Design, Switches, Network Security, TCP/IP, Enterprise Architecture, Network Administration, Data Center, Cloud Computing, Integration, Telecommunications, IP Networking, Multicast, Network Architecture, Cisco Technologies, Juniper, Datacenter..., Network Virtualization, Cisco Routers, Networking, VoIP, Security, IT Operations, High Availability, Disaster Recovery, IPv6, DNS, Virtualization, Cisco IOS
Education
DePaul University 1991 — 1996
Master of Science, Telecommunications
David Biasco, CFP® David Biasco, CFP®'s UBS Experience July 2013 - April 2014
Job Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2014 - Present
UBS July 2013 - April 2014
Guggenheim Investments September 2007 - July 2013
EquiFirst November 2006 - September 2007
Accredited Home Lenders June 2004 - November 2006
Education
DePaul University 2012 — 2013
University of Dayton 2001 — 2004
BA, Psychology
Glenbrook South High School 1996 — 2000
Deutsche Bank April 2014 - Present
UBS July 2013 - April 2014
Guggenheim Investments September 2007 - July 2013
EquiFirst November 2006 - September 2007
Accredited Home Lenders June 2004 - November 2006
Education
DePaul University 2012 — 2013
University of Dayton 2001 — 2004
BA, Psychology
Glenbrook South High School 1996 — 2000
Yong Mook Lim Yong Mook Lim's UBS Experience March 2014 - June 2014
Job Student at Dartmouth College
Industry Investment Banking
Experience
Dartmouth College September 2009 - Present
UBS March 2014 - June 2014
Bain & Company August 2013 - November 2013
Special Warfare Command, Republic of Korean Army November 2011 - August 2013
Education
The Putney School 2006 — 2009
Dartmouth College
Dartmouth College
Dartmouth College September 2009 - Present
UBS March 2014 - June 2014
Bain & Company August 2013 - November 2013
Special Warfare Command, Republic of Korean Army November 2011 - August 2013
Education
The Putney School 2006 — 2009
Dartmouth College
Dartmouth College
Andrew Munch Andrew Munch's UBS Experience February 2011 - May 2012
Job Senior Analyst at Chartwell Financial Advisory, Inc.
Industry Investment Banking
Experience
Chartwell Financial Advisory, Inc. January 2015 - Present
Prairie Capital Advisors, Inc. November 2012 - January 2015
Business Appraisal Services, LLC May 2012 - November 2012
UBS February 2011 - May 2012
Skills
Bloomberg Terminal, Microsoft Office, Financial Analysis, Strategic Financial..., Valuation, Financial Modeling
Education
DePaul University 2009 — 2012
Bachelors of Science Degree, Finance
Chartwell Financial Advisory, Inc. January 2015 - Present
Prairie Capital Advisors, Inc. November 2012 - January 2015
Business Appraisal Services, LLC May 2012 - November 2012
UBS February 2011 - May 2012
Skills
Bloomberg Terminal, Microsoft Office, Financial Analysis, Strategic Financial..., Valuation, Financial Modeling
Education
DePaul University 2009 — 2012
Bachelors of Science Degree, Finance
Alexander Ingalls Alexander Ingalls's UBS Experience September 2006 - May 2009
Job Senior Credit Officer, Global Credit Solutions at RBC
Industry Banking
Experience
RBC November 2010 - Present
Royal Bank of Canada (Channel Islands) Ltd July 2012 - December 2012
RBC May 2009 - November 2010
UBS September 2006 - May 2009
United States Department of Defense June 1999 - December 2006
Skills
Portfolio Management, Investments, Credit Analysis, Wealth Management..., Banking, Wealth Management, Credit, Loans, Financial Advisory, High Net Worth..., Business Development, Credit Risk, Wealth
Education
DePaul University
Bachelor of Science (B.S.), Finance
RBC November 2010 - Present
Royal Bank of Canada (Channel Islands) Ltd July 2012 - December 2012
RBC May 2009 - November 2010
UBS September 2006 - May 2009
United States Department of Defense June 1999 - December 2006
Skills
Portfolio Management, Investments, Credit Analysis, Wealth Management..., Banking, Wealth Management, Credit, Loans, Financial Advisory, High Net Worth..., Business Development, Credit Risk, Wealth
Education
DePaul University
Bachelor of Science (B.S.), Finance
Fred LeGrand Fred LeGrand's UBS Experience 1997 - 2006
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2006 - Present
UBS 1997 - 2006
Robert W. Baird & Co. 1995 - 1997
Skills
Retirement Planning, Financial Advisory, Investments, Finance, Wealth, Mutual Funds, Asset Allocation, Portfolio Management
Education
DePaul University 1968 — 1972
Bachelor's degree, Accounting and Economics
Wells Fargo Advisors 2006 - Present
UBS 1997 - 2006
Robert W. Baird & Co. 1995 - 1997
Skills
Retirement Planning, Financial Advisory, Investments, Finance, Wealth, Mutual Funds, Asset Allocation, Portfolio Management
Education
DePaul University 1968 — 1972
Bachelor's degree, Accounting and Economics
Evan Shippee Evan Shippee's UBS Experience 2006 - 2007
Job Manager, Global Business Consulting at American Express
Industry Marketing and Advertising
Experience
American Express January 2014 - Present
Euromonitor International January 2011 - January 2014
Euromonitor International 2010 - 2010
Simplex Investments 2007 - 2009
UBS 2006 - 2007
Skills
Market Research, Competitive Intelligence, Strategy, Analysis, Forecasting, Portfolio Management, Training, Equities, Trading, Market Intelligence, Market Analysis, Customer Insight, Competitive Analysis, Quantitative Research, Segmentation, Marketing Research, Options, Strategic Consulting, Data Analysis, Economics, Market Entry, Qualitative Research, Quantitative Analytics, Secondary Research, Consumer Behaviour, Analytics
Education
DePaul University 2003 — 2007
Bachelors
Hononegah
American Express January 2014 - Present
Euromonitor International January 2011 - January 2014
Euromonitor International 2010 - 2010
Simplex Investments 2007 - 2009
UBS 2006 - 2007
Skills
Market Research, Competitive Intelligence, Strategy, Analysis, Forecasting, Portfolio Management, Training, Equities, Trading, Market Intelligence, Market Analysis, Customer Insight, Competitive Analysis, Quantitative Research, Segmentation, Marketing Research, Options, Strategic Consulting, Data Analysis, Economics, Market Entry, Qualitative Research, Quantitative Analytics, Secondary Research, Consumer Behaviour, Analytics
Education
DePaul University 2003 — 2007
Bachelors
Hononegah
Todd Conklin Todd Conklin's UBS Experience October 2012 - Present
Job Senior Vice President UBS Private Wealth Management
Industry Financial Services
Experience
UBS October 2012 - Present
Morgan Stanley June 1993 - October 2012
Education
University of Richmond 1989 — 1993
BA, Economics, Political Science and Finance
Deerfield Academy 1986 — 1989
UBS October 2012 - Present
Morgan Stanley June 1993 - October 2012
Education
University of Richmond 1989 — 1993
BA, Economics, Political Science and Finance
Deerfield Academy 1986 — 1989
Jamie Greenleaf AIF, CBFA, C(k)P Jamie Greenleaf AIF, CBFA, C(k)P's UBS Experience 2000 - 2005
Job General Partner / Principal at Cafaro Greenleaf
Industry Financial Services
Experience
Cafaro Greenleaf May 1996 - Present
UBS 2000 - 2005
Prudential Investments 1996 - 2000
Education
Delaware Valley College 1988 — 1992
Bachelor of Science, Business Administration
Cafaro Greenleaf May 1996 - Present
UBS 2000 - 2005
Prudential Investments 1996 - 2000
Education
Delaware Valley College 1988 — 1992
Bachelor of Science, Business Administration
John M. Murphy John M. Murphy's UBS Experience October 2006 - May 2008
Job Executive Managing Director, Global Head of Futures at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho Securities USA Inc. November 2009 - Present
Cadent Financial Services May 2008 - November 2009
UBS October 2006 - May 2008
ABN AMRO Bank N.V. 1992 - 2006
Skills
Options, Collateral Management, Counterparty Risk, Futures, Trading Systems, Low Latency, Securities Lending, CDS, Settlement, Exchange Connectivity, Electronic Trading, Management, Currency, Derivatives, Statistical Arbitrage, Sell Side, Institutional, Equities, Sales, Options Strategies, Process Improvement, Trading, Credit Derivatives, High Frequency Trading, Marketing, Commodity, Chartered Financial..., Buy-side, Contract Negotiation, Financial Regulation, Quantitative Analytics, Institutional..., Corporate Actions, Market Structure, Exchange Traded..., Derivatives Trading, GMI, Futures Trading, Interest Rate Swaps, Series 65, Securities Regulation, Energy Derivatives, Dodd-Frank, Capital, Electronic Trading..., CQG, Volatility Arbitrage, FX Derivatives, Reference Data, Equity Valuation
Education
DePaul University
Mizuho Securities USA Inc. November 2009 - Present
Cadent Financial Services May 2008 - November 2009
UBS October 2006 - May 2008
ABN AMRO Bank N.V. 1992 - 2006
Skills
Options, Collateral Management, Counterparty Risk, Futures, Trading Systems, Low Latency, Securities Lending, CDS, Settlement, Exchange Connectivity, Electronic Trading, Management, Currency, Derivatives, Statistical Arbitrage, Sell Side, Institutional, Equities, Sales, Options Strategies, Process Improvement, Trading, Credit Derivatives, High Frequency Trading, Marketing, Commodity, Chartered Financial..., Buy-side, Contract Negotiation, Financial Regulation, Quantitative Analytics, Institutional..., Corporate Actions, Market Structure, Exchange Traded..., Derivatives Trading, GMI, Futures Trading, Interest Rate Swaps, Series 65, Securities Regulation, Energy Derivatives, Dodd-Frank, Capital, Electronic Trading..., CQG, Volatility Arbitrage, FX Derivatives, Reference Data, Equity Valuation
Education
DePaul University
Alexandra Considine Alexandra Considine's UBS Experience August 2007 - September 2008
Job Investment Accountant at William Blair & Company
Industry Banking
Experience
William Blair & Company February 2014 - Present
William Blair & Company June 2012 - January 2014
Federal Reserve Bank of Chicago January 2010 - June 2012
Gurtin Fixed Income Management, LLC January 2009 - January 2010
UBS August 2007 - September 2008
Skills
Financial Analysis, Bloomberg, Series 7, Securities, Cash Management, Investments, Banking, Fixed Income, Financial Modeling, Valuation, Credit, Equities, Derivatives, Portfolio Management, Credit Analysis, Corporate Finance, Financial Markets
Education
DePaul University 2006 — 2010
Bachelor's degree, Finance
William Blair & Company February 2014 - Present
William Blair & Company June 2012 - January 2014
Federal Reserve Bank of Chicago January 2010 - June 2012
Gurtin Fixed Income Management, LLC January 2009 - January 2010
UBS August 2007 - September 2008
Skills
Financial Analysis, Bloomberg, Series 7, Securities, Cash Management, Investments, Banking, Fixed Income, Financial Modeling, Valuation, Credit, Equities, Derivatives, Portfolio Management, Credit Analysis, Corporate Finance, Financial Markets
Education
DePaul University 2006 — 2010
Bachelor's degree, Finance
Gardie Ashforth Gardie Ashforth's UBS Experience June 2009 - August 2009
Job Maker Creative Inc.
Industry Marketing and Advertising
Experience
Maker February 2012 - Present
LiveIntent.com September 2011 - March 2012
NBC Sports June 2010 - August 2010
UBS June 2009 - August 2009
Skills
Advertising, Product Management, Social Media, Branding & Identity, Creative Strategy, Facebook, Social Media Marketing, Digital Media, E-commerce, Creative Direction, Mobile Marketing, Online Advertising, Integrated Marketing, Digital Marketing, Microsoft Excel
Education
Trinity College-Hartford 2007 — 2011
Political Science
Deerfield Academy 2003 — 2007
Maker February 2012 - Present
LiveIntent.com September 2011 - March 2012
NBC Sports June 2010 - August 2010
UBS June 2009 - August 2009
Skills
Advertising, Product Management, Social Media, Branding & Identity, Creative Strategy, Facebook, Social Media Marketing, Digital Media, E-commerce, Creative Direction, Mobile Marketing, Online Advertising, Integrated Marketing, Digital Marketing, Microsoft Excel
Education
Trinity College-Hartford 2007 — 2011
Political Science
Deerfield Academy 2003 — 2007
David Newenhouse David Newenhouse's UBS Experience 2006 - 2008
Job Innovative Display SolutionsPartner
Industry Furniture
Experience
Innovative Display Solutions June 2008 - Present
UBS 2006 - 2008
Huntington National Bank August 2004 - October 2006
Education
Davenport University
Bachelor, Finance
Unity Christian
Innovative Display Solutions June 2008 - Present
UBS 2006 - 2008
Huntington National Bank August 2004 - October 2006
Education
Davenport University
Bachelor, Finance
Unity Christian
Tony Pettipiece Tony Pettipiece's UBS Experience June 1996 - November 2008
Job Director of Sales
Industry Financial Services
Experience
SR Labs April 2015 - Present
TPLLC Consulting February 2011 - Present
Cape City Command September 2011 - April 2015
SR LABS April 2009 - February 2011
UBS June 1996 - November 2008
JP Morgan June 1984 - June 1996
Bankers Trust June 1980 - June 1984
Skills
algorithmic trading, system design, data center, co-lo, Trading Systems, Proprietary Trading, Network Design, Applications, BCP, Disaster Recovery, Operations Management, Marketing Strategy, Business Planning, New Business Development, Communication, Technical Documentation, Project Management, Telco, Low Latency, High Frequency Trading, Equities, Systems Analysis, Acting, RFP, Hardware, corporate strategy, Leadership, Contract Negotiation, IT Operations, Strategic Planning, Auditing, Big Data, Recruiting, Web Design, foreign markets, Trading Floor Design, Data Visualization, Foreign Exchange, Trading, Risk Management, Electronic Trading, Hedge Funds, Business Strategy, Trading System, Operational Risk..., Compliance, Financial Markets, FX trading, Trading Strategies, Business Continuity...
Education
Coláiste Mhuire, Sligo Ireland
DePaul University
Northwestern University - Kellogg School of Management
SR Labs April 2015 - Present
TPLLC Consulting February 2011 - Present
Cape City Command September 2011 - April 2015
SR LABS April 2009 - February 2011
UBS June 1996 - November 2008
JP Morgan June 1984 - June 1996
Bankers Trust June 1980 - June 1984
Skills
algorithmic trading, system design, data center, co-lo, Trading Systems, Proprietary Trading, Network Design, Applications, BCP, Disaster Recovery, Operations Management, Marketing Strategy, Business Planning, New Business Development, Communication, Technical Documentation, Project Management, Telco, Low Latency, High Frequency Trading, Equities, Systems Analysis, Acting, RFP, Hardware, corporate strategy, Leadership, Contract Negotiation, IT Operations, Strategic Planning, Auditing, Big Data, Recruiting, Web Design, foreign markets, Trading Floor Design, Data Visualization, Foreign Exchange, Trading, Risk Management, Electronic Trading, Hedge Funds, Business Strategy, Trading System, Operational Risk..., Compliance, Financial Markets, FX trading, Trading Strategies, Business Continuity...
Education
Coláiste Mhuire, Sligo Ireland
DePaul University
Northwestern University - Kellogg School of Management
Kenneth J. Schenden Kenneth J. Schenden's UBS Experience October 1999 - March 2009
Job First Vice President, Investments CERTIFIED FINANCIAL PLANNER ™ at Raymond James
Industry Financial Services
Experience
Raymond James March 2009 - Present
UBS October 1999 - March 2009
Skills
Investments, Retirement Planning, Securities, Asset Allocation, Finance, Financial Advisory, Wealth Management, Series 7, Financial Planning, Series 63, Mutual Funds, Portfolio Management, Investment Advisory
Education
Michigan State University 1988 — 1992
B.A., Finance
DePaul University 1992 — 1993
M.B.A., Finance
Raymond James March 2009 - Present
UBS October 1999 - March 2009
Skills
Investments, Retirement Planning, Securities, Asset Allocation, Finance, Financial Advisory, Wealth Management, Series 7, Financial Planning, Series 63, Mutual Funds, Portfolio Management, Investment Advisory
Education
Michigan State University 1988 — 1992
B.A., Finance
DePaul University 1992 — 1993
M.B.A., Finance
Rajiv Sengupta's UBS Experience 2006 - 2008
Job Seasoned Sales and Marketing Professional with 15+ years of experience
Industry Information Technology and Services
Experience
Microsoft 2012 - Present
Microsoft 2008 - 2012
UBS 2006 - 2008
Abott Laboratories (formerly Nicholas Piramal) June 2002 - July 2005
Arthur Andersen May 2000 - August 2002
Groupe Schneider April 1996 - April 1998
GE Power Controls May 1994 - March 1996
Skills
Business Transformation, Strategic Partnerships, Business Development, Go-to-market Strategy, Management Consulting, Analytics, Cross-functional Team..., Sales Management, Sales, Business Strategy, Digital Marketing, Market Research, Social Media Measurement, Account Management, Performance Management, go to, Mobile Devices, Enterprise Software, Competitive Analysis, Product Management, Business Planning, Business Intelligence, Partner Management, Strategy, Management, Product Marketing, Mergers & Acquisitions, Financial Modeling, Leadership, Strategic Planning, Program Management, Business Analysis
Education
Delhi College of Engineering
BE, Electrical
University of Michigan - Stephen M. Ross School of Business
MBA, Strategy
XLRI, Jamshedpur India
PGDM, Finance & Strategy
Microsoft 2012 - Present
Microsoft 2008 - 2012
UBS 2006 - 2008
Abott Laboratories (formerly Nicholas Piramal) June 2002 - July 2005
Arthur Andersen May 2000 - August 2002
Groupe Schneider April 1996 - April 1998
GE Power Controls May 1994 - March 1996
Skills
Business Transformation, Strategic Partnerships, Business Development, Go-to-market Strategy, Management Consulting, Analytics, Cross-functional Team..., Sales Management, Sales, Business Strategy, Digital Marketing, Market Research, Social Media Measurement, Account Management, Performance Management, go to, Mobile Devices, Enterprise Software, Competitive Analysis, Product Management, Business Planning, Business Intelligence, Partner Management, Strategy, Management, Product Marketing, Mergers & Acquisitions, Financial Modeling, Leadership, Strategic Planning, Program Management, Business Analysis
Education
Delhi College of Engineering
BE, Electrical
University of Michigan - Stephen M. Ross School of Business
MBA, Strategy
XLRI, Jamshedpur India
PGDM, Finance & Strategy
Daniel Phan Daniel Phan's UBS Experience 2007 - 2007
Job Vice President at Aterian Investment Partners
Industry Venture Capital & Private Equity
Experience
Aterian Investment Partners June 2015 - Present
Holding Company (Quick Serve Restaurant Franchisor) April 2012 - Present
Aterian Investment Partners January 2013 - June 2015
Corporate Partners LLC (formerly Lazard Alternative Investments) June 2011 - December 2012
Deutsche Bank Securities May 2010 - July 2011
Deutsche Bank Securities September 2008 - May 2010
UBS 2007 - 2007
Skills
LBO, Capital Structure, Mergers, Leveraged Finance, Private Equity
Education
Duke University 2004 — 2008
BA, Economics
Deerfield Academy 2000 — 2004
Far Hills Country Day School 1996 — 2000
Aterian Investment Partners June 2015 - Present
Holding Company (Quick Serve Restaurant Franchisor) April 2012 - Present
Aterian Investment Partners January 2013 - June 2015
Corporate Partners LLC (formerly Lazard Alternative Investments) June 2011 - December 2012
Deutsche Bank Securities May 2010 - July 2011
Deutsche Bank Securities September 2008 - May 2010
UBS 2007 - 2007
Skills
LBO, Capital Structure, Mergers, Leveraged Finance, Private Equity
Education
Duke University 2004 — 2008
BA, Economics
Deerfield Academy 2000 — 2004
Far Hills Country Day School 1996 — 2000
Manas Chanda Manas Chanda's UBS Experience November 2006 - June 2010
Job AVP at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management June 2010 - Present
UBS November 2006 - June 2010
PHH Mortgage 2000 - 2006
NIIT Technologies Limited June 1996 - November 1998
Skills
Budgets, Negotiation, C, Java, Team Building, Event Planning, Project Management, Event Management, ETL Tools, TIBCO, Full SDLC, Risk Assessment, Data Management, Agile Methodologies, SDLC
Education
NJIT 2002 — 2004
Master's degree, Computer Science
Delhi University
Raisina Bengali School
Higher Secondary, Science
Barclays Wealth and Investment Management June 2010 - Present
UBS November 2006 - June 2010
PHH Mortgage 2000 - 2006
NIIT Technologies Limited June 1996 - November 1998
Skills
Budgets, Negotiation, C, Java, Team Building, Event Planning, Project Management, Event Management, ETL Tools, TIBCO, Full SDLC, Risk Assessment, Data Management, Agile Methodologies, SDLC
Education
NJIT 2002 — 2004
Master's degree, Computer Science
Delhi University
Raisina Bengali School
Higher Secondary, Science
Tejas Mehta's UBS Experience July 2002 - July 2003
Job Senior Client Solutions Consultant at Morningstar
Industry Financial Services
Experience
Morningstar January 2014 - Present
Morningstar September 2011 - December 2013
Morningstar January 2009 - August 2011
Morningstar January 2007 - December 2008
Bank of America December 2005 - January 2007
Citigroup January 2004 - August 2005
UBS July 2002 - July 2003
Education
The University of Chicago - Booth School of Business
MBA, Finance, Entrepreneurship, Strategic Management
Denison University 1999 — 2002
Bachelor of Science, Computer Science
Doon School 1992 — 1996
Morningstar January 2014 - Present
Morningstar September 2011 - December 2013
Morningstar January 2009 - August 2011
Morningstar January 2007 - December 2008
Bank of America December 2005 - January 2007
Citigroup January 2004 - August 2005
UBS July 2002 - July 2003
Education
The University of Chicago - Booth School of Business
MBA, Finance, Entrepreneurship, Strategic Management
Denison University 1999 — 2002
Bachelor of Science, Computer Science
Doon School 1992 — 1996
Krista Keehn, CFP® Krista Keehn, CFP®'s UBS Experience March 2006 - Present
Job Investment Associate with FTB Financial Services
Industry Financial Services
Experience
UBS March 2006 - Present
Education
Denison University 1996 — 2000
BA, Psychology and Educational Studies
UBS March 2006 - Present
Education
Denison University 1996 — 2000
BA, Psychology and Educational Studies
Vicky Anupol Vicky Anupol's UBS Experience January 2000 - January 2001
Job Home Loans Consultant at Wall Financial, Inc.
Industry Financial Services
Experience
Wall Financial, Inc. May 2012 - Present
New York Life Insurance Company May 2011 - April 2012
Planet Florist January 2002 - January 2007
UBS January 2000 - January 2001
Ameriquest Mortgage Company January 1998 - January 2000
Crescent Jewelers January 1992 - January 1998
NCR Corporation January 1982 - January 1991
Skills
Entrepreneurship, B2B, Insurance, Consulting, Financial Services, Sales Process, Sales Presentations, Business Planning, New Business Development, Account Management, Competitive Analysis, Sales, Sales Management, Business Development, Recruiting, Direct Sales, Coaching, Sales Operations, Strategic Planning, Team Building
Education
De La Salle University 1984 — 1985
MBA, Graduate coursework
University of the Philippines 1978 — 1982
Bachelor of Arts, Industrial Psychology
Wall Financial, Inc. May 2012 - Present
New York Life Insurance Company May 2011 - April 2012
Planet Florist January 2002 - January 2007
UBS January 2000 - January 2001
Ameriquest Mortgage Company January 1998 - January 2000
Crescent Jewelers January 1992 - January 1998
NCR Corporation January 1982 - January 1991
Skills
Entrepreneurship, B2B, Insurance, Consulting, Financial Services, Sales Process, Sales Presentations, Business Planning, New Business Development, Account Management, Competitive Analysis, Sales, Sales Management, Business Development, Recruiting, Direct Sales, Coaching, Sales Operations, Strategic Planning, Team Building
Education
De La Salle University 1984 — 1985
MBA, Graduate coursework
University of the Philippines 1978 — 1982
Bachelor of Arts, Industrial Psychology
Alison Longlois's UBS Experience September 2010 - November 2014
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
UBS September 2010 - November 2014
Pizza House July 2006 - August 2009
University Club of Michigan State University September 2001 - February 2005
Skills
Financial Analysis, Portfolio Management, Wealth Management, Strategic Financial..., Investments, Risk Management, Financial Reporting, Classroom, Microsoft Excel, Insurance, Accounting, Leadership, Analysis, Microsoft Office, Data Analysis
Education
The American College of Financial Services 2014 — 2015
Certificate of Paraplanner Development
Davenport University 2007 — 2010
Management, Financial Management
Michigan State University 1998 — 2001
Morgan Stanley November 2014 - Present
UBS September 2010 - November 2014
Pizza House July 2006 - August 2009
University Club of Michigan State University September 2001 - February 2005
Skills
Financial Analysis, Portfolio Management, Wealth Management, Strategic Financial..., Investments, Risk Management, Financial Reporting, Classroom, Microsoft Excel, Insurance, Accounting, Leadership, Analysis, Microsoft Office, Data Analysis
Education
The American College of Financial Services 2014 — 2015
Certificate of Paraplanner Development
Davenport University 2007 — 2010
Management, Financial Management
Michigan State University 1998 — 2001
Robert Sloan Robert Sloan's UBS Experience May 1997 - May 1998
Job Co Managing Partner at Park Avenue Advisors, LLC
Industry Management Consulting
Experience
Park Avenue Advisors, LLC July 2015 - Present
Sheffield Haworth September 2014 - Present
Egon Zehnder January 2007 - April 2013
Egon Zehnder February 2001 - April 2013
Dexia May 1998 - January 2001
UBS May 1997 - May 1998
Credit Suisse First Boston October 1992 - May 1997
Nivens Engineering June 1989 - May 1990
Weston & Sampson Engineering May 1985 - May 1989
Skills
Banking, Leadership, Capital Markets, Mergers, Corporate Finance, Private Equity, Financial Services, Asset Managment, CRM, Management, Strategy, Mergers & Acquisitions, Restructuring, Asset Management, Succession Planning, Recruiting, Leadership Development, Executive Search, Finance, Negotiation, Acquisition Integration, Financial Modeling, Business Transformation, Entrepreneurship, Due Diligence, Business Planning, Portfolio Management, Auditing, Talent Management, Consulting, Corporate Development, Valuation, Organizational Design, Hedge Funds, Management Consulting, Investment Banking, Start-ups, Change Management, Human Resources, Managerial Finance, Venture Capital, Marketing, Strategic Partnerships, Business Strategy, Governance, Emerging Markets, Equities, Integration, Risk Management, Business Development
Education
University of South Carolina - Darla Moore School of Business 1990 — 1992
MBA, International Business
University of Vermont 1981 — 1985
BSCE, Civl Engineering
Deerfield Academy 1979 — 1981
Park Avenue Advisors, LLC July 2015 - Present
Sheffield Haworth September 2014 - Present
Egon Zehnder January 2007 - April 2013
Egon Zehnder February 2001 - April 2013
Dexia May 1998 - January 2001
UBS May 1997 - May 1998
Credit Suisse First Boston October 1992 - May 1997
Nivens Engineering June 1989 - May 1990
Weston & Sampson Engineering May 1985 - May 1989
Skills
Banking, Leadership, Capital Markets, Mergers, Corporate Finance, Private Equity, Financial Services, Asset Managment, CRM, Management, Strategy, Mergers & Acquisitions, Restructuring, Asset Management, Succession Planning, Recruiting, Leadership Development, Executive Search, Finance, Negotiation, Acquisition Integration, Financial Modeling, Business Transformation, Entrepreneurship, Due Diligence, Business Planning, Portfolio Management, Auditing, Talent Management, Consulting, Corporate Development, Valuation, Organizational Design, Hedge Funds, Management Consulting, Investment Banking, Start-ups, Change Management, Human Resources, Managerial Finance, Venture Capital, Marketing, Strategic Partnerships, Business Strategy, Governance, Emerging Markets, Equities, Integration, Risk Management, Business Development
Education
University of South Carolina - Darla Moore School of Business 1990 — 1992
MBA, International Business
University of Vermont 1981 — 1985
BSCE, Civl Engineering
Deerfield Academy 1979 — 1981
Jennifer Laughlin Jennifer Laughlin's UBS Experience June 2001 - March 2003
Job Sales & Marketing at Shinnecock Partners L.P.
Industry Financial Services
Experience
Shinnecock Partners July 2014 - Present
Shinnecock Partners June 2008 - Present
CCSC Sports May 2013 - Present
CCSC Sports May 2011 - May 2013
Independent Project Consultant April 2003 - July 2007
UBS June 2001 - March 2003
MWW Group July 2000 - January 2001
Alliance Capital Management February 1998 - January 2000
Skills
Investments, Hedge Funds, Trading, Equities, Asset Managment, Equity Trading, Office Management, Accounting/Bookkeeping, Investor Relations, Client Services, Event Planning, Social Media, Office Administration, Facilities Management, Sales, Personal Assistant, Securities, Mutual Funds, Asset Management
Education
The London School of Economics and Political Science (LSE) 1996 — 1997
Diploma, Finance and Accounting
Denison University 1990 — 1994
BA, Economics
Greenwich Academy 1986 — 1990
UCLA Extension 2009 — 2010
Accounting
NYU School for Continuing and Professional Studies 2003 — 2004
Courses in Conference Meeting Planning
Shinnecock Partners July 2014 - Present
Shinnecock Partners June 2008 - Present
CCSC Sports May 2013 - Present
CCSC Sports May 2011 - May 2013
Independent Project Consultant April 2003 - July 2007
UBS June 2001 - March 2003
MWW Group July 2000 - January 2001
Alliance Capital Management February 1998 - January 2000
Skills
Investments, Hedge Funds, Trading, Equities, Asset Managment, Equity Trading, Office Management, Accounting/Bookkeeping, Investor Relations, Client Services, Event Planning, Social Media, Office Administration, Facilities Management, Sales, Personal Assistant, Securities, Mutual Funds, Asset Management
Education
The London School of Economics and Political Science (LSE) 1996 — 1997
Diploma, Finance and Accounting
Denison University 1990 — 1994
BA, Economics
Greenwich Academy 1986 — 1990
UCLA Extension 2009 — 2010
Accounting
NYU School for Continuing and Professional Studies 2003 — 2004
Courses in Conference Meeting Planning
John Randolph John Randolph's UBS Experience August 2010 - Present
Job Sr Vice President Wealth Management, UBS financial Services Inc Randolph Wealth Management Partners
Industry Financial Services
Experience
UBS August 2010 - Present
Merrill Lynch November 2003 - August 2010
Bernstein Private Wealth Management July 2001 - November 2003
Mercury Marine 1993 - 1999
Education
Denison University 1980 — 1984
BA, Economics
Blake 1974 — 1980
UBS August 2010 - Present
Merrill Lynch November 2003 - August 2010
Bernstein Private Wealth Management July 2001 - November 2003
Mercury Marine 1993 - 1999
Education
Denison University 1980 — 1984
BA, Economics
Blake 1974 — 1980
William McKeever's UBS Experience January 2000 - January 2005
Job Managing Director at 1st BridgeHouse Securities
Industry Financial Services
Experience
1st BridgeHouse Securities January 2009 - Present
Merrill Lynch May 2005 - June 2008
UBS January 2000 - January 2005
Paine Webber January 1997 - 2000
Wertheim Schroder & Co 1994 - 1997
Brenner Securities January 1992 - January 1993
Skills
Excellent analytical..., Strong oral..., Equities, Hedge Funds, Investments, Alternative Investments, Private Equity, Investment Banking, Equity Research, Fixed Income, Capital Markets, Portfolio Management, Asset Managment, Valuation, High Yield, Venture Capital, Securities, Equity Capital Markets, Mutual Funds, Finance, Emerging Markets, Investment Management, Fund Of Funds, Investment Strategies, Equity Valuation, Series 7, Asset Allocation, Investor Relations, Structured Finance, Asset Management
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Denison University
BA, Economics
1st BridgeHouse Securities January 2009 - Present
Merrill Lynch May 2005 - June 2008
UBS January 2000 - January 2005
Paine Webber January 1997 - 2000
Wertheim Schroder & Co 1994 - 1997
Brenner Securities January 1992 - January 1993
Skills
Excellent analytical..., Strong oral..., Equities, Hedge Funds, Investments, Alternative Investments, Private Equity, Investment Banking, Equity Research, Fixed Income, Capital Markets, Portfolio Management, Asset Managment, Valuation, High Yield, Venture Capital, Securities, Equity Capital Markets, Mutual Funds, Finance, Emerging Markets, Investment Management, Fund Of Funds, Investment Strategies, Equity Valuation, Series 7, Asset Allocation, Investor Relations, Structured Finance, Asset Management
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Denison University
BA, Economics
Kevin Boedeker's UBS Experience June 2009 - August 2009
Job Associate Product Manager at Morningstar
Industry Financial Services
Experience
Morningstar August 2015 - Present
Morningstar Investment Services, Inc. October 2014 - August 2015
Morningstar Investment Services, Inc. June 2014 - September 2014
Morningstar Investment Services, Inc. August 2011 - June 2014
Lincoln Financial Group November 2010 - August 2011
UBS June 2009 - August 2009
Allen County Public Library May 2008 - August 2008
Skills
Mutual Funds, Microsoft Office, Customer Service, IRAs, Financial Services, Salesforce.com, Managed Money, Portfolio Management, Series 6, Morningstar Direct, Asset Allocation, Investment Advisory, Microsoft Word, Finance, Financial Advisory, XML, Quality Assurance, Software Quality..., Analysis, Business Analysis
Education
Wittenberg University 2006 — 2010
Management, Finance, Political Science
Royal Holloway, U. of London 2009 — 2009
Management
Northrop High School 2002 — 2006
DePaul University
Morningstar August 2015 - Present
Morningstar Investment Services, Inc. October 2014 - August 2015
Morningstar Investment Services, Inc. June 2014 - September 2014
Morningstar Investment Services, Inc. August 2011 - June 2014
Lincoln Financial Group November 2010 - August 2011
UBS June 2009 - August 2009
Allen County Public Library May 2008 - August 2008
Skills
Mutual Funds, Microsoft Office, Customer Service, IRAs, Financial Services, Salesforce.com, Managed Money, Portfolio Management, Series 6, Morningstar Direct, Asset Allocation, Investment Advisory, Microsoft Word, Finance, Financial Advisory, XML, Quality Assurance, Software Quality..., Analysis, Business Analysis
Education
Wittenberg University 2006 — 2010
Management, Finance, Political Science
Royal Holloway, U. of London 2009 — 2009
Management
Northrop High School 2002 — 2006
DePaul University
Joanna Terry Joanna Terry's UBS Experience November 2012 - March 2013
Job Senior Investigator at CME Group
Industry Financial Services
Experience
CME Group February 2015 - Present
CME Group February 2014 - February 2015
UBS November 2012 - March 2013
Morgan Stanley June 2012 - September 2012
DePaul University January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Employee Stock Options, Wealth Management..., PowerPoint, Financial Analysis, Recruiting, Analysis, Portfolio Management, Accounting, Insurance, Social Media, Customer Service
Education
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Finance, Minor in Accounting
CME Group February 2015 - Present
CME Group February 2014 - February 2015
UBS November 2012 - March 2013
Morgan Stanley June 2012 - September 2012
DePaul University January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Employee Stock Options, Wealth Management..., PowerPoint, Financial Analysis, Recruiting, Analysis, Portfolio Management, Accounting, Insurance, Social Media, Customer Service
Education
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Finance, Minor in Accounting
Linda Bun Linda Bun's UBS Experience December 2009 - July 2011
Job Manager at Accenture
Industry Marketing and Advertising
Experience
Accenture October 2013 - Present
Acquity Group August 2011 - Present
UBS December 2009 - July 2011
Sweet T 23, Inc. September 2010 - November 2010
Skills
Business Analysis, Quality Assurance, User Acceptance Testing, Change Management, Requirements Gathering, Microsoft Office, HTML, Basic Photoshop, Strategy, Web Analytics, Product Lifecycle..., Project Portfolio..., Governance, Adobe CQ, WordPress, Management, Team Leadership, Entrepreneurship, Leadership, Digital Marketing, Consulting, Analytics, Business Process..., SharePoint, Analysis, Process Improvement, Requirements Analysis, Data Analysis, Business Strategy, Web Content Management, Research, Digital Strategy
Education
DePaul University 2007 — 2011
BSC, Management: Concentration- Leadership & Change Management, Minor: Finance
Accenture October 2013 - Present
Acquity Group August 2011 - Present
UBS December 2009 - July 2011
Sweet T 23, Inc. September 2010 - November 2010
Skills
Business Analysis, Quality Assurance, User Acceptance Testing, Change Management, Requirements Gathering, Microsoft Office, HTML, Basic Photoshop, Strategy, Web Analytics, Product Lifecycle..., Project Portfolio..., Governance, Adobe CQ, WordPress, Management, Team Leadership, Entrepreneurship, Leadership, Digital Marketing, Consulting, Analytics, Business Process..., SharePoint, Analysis, Process Improvement, Requirements Analysis, Data Analysis, Business Strategy, Web Content Management, Research, Digital Strategy
Education
DePaul University 2007 — 2011
BSC, Management: Concentration- Leadership & Change Management, Minor: Finance
Jonathan Brooks Jonathan Brooks's UBS Experience July 2013 - Present
Job
Industry Financial Services
Experience
UBS July 2013 - Present
E*TRADE Financial February 2009 - July 2013
E*TRADE FINANCIAL June 2007 - January 2009
E*TRADE Financial May 2003 - May 2007
Smith Barney December 1999 - May 2003
Smith Barney May 1998 - December 1999
Baker & Taylor October 1996 - May 1998
Skills
Enterprise Solution..., Enterprise Technology..., New Business Development, Marketing Strategy, Sales, Strategic Planning, Management, Account Management, Client Management, SaaS, Sales Management, FINRA, Securities, Corporate Services, Equity Compensation, Financial Services, Salesforce.com, CRM
Education
Davidson College
B.A.
Frederick High School
UBS July 2013 - Present
E*TRADE Financial February 2009 - July 2013
E*TRADE FINANCIAL June 2007 - January 2009
E*TRADE Financial May 2003 - May 2007
Smith Barney December 1999 - May 2003
Smith Barney May 1998 - December 1999
Baker & Taylor October 1996 - May 1998
Skills
Enterprise Solution..., Enterprise Technology..., New Business Development, Marketing Strategy, Sales, Strategic Planning, Management, Account Management, Client Management, SaaS, Sales Management, FINRA, Securities, Corporate Services, Equity Compensation, Financial Services, Salesforce.com, CRM
Education
Davidson College
B.A.
Frederick High School
Thomas Berry, CFP®, CRPC®'s UBS Experience November 2008 - Present
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 2008 - Present
Merrill Lynch January 1993 - November 2008
Education
Dartmouth College 1982 — 1986
BA, Economics
UBS November 2008 - Present
Merrill Lynch January 1993 - November 2008
Education
Dartmouth College 1982 — 1986
BA, Economics
Daniel Strumphler Daniel Strumphler's UBS Experience 2007 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS 2007 - Present
Northern Trust Global Investments January 2005 - 2007
ABN AMRO Asset Management January 1999 - December 2004
Education
Delft University of Technology
MBA, Finance and Marketing
Leiden University
Bachelors Degree, Law
UBS 2007 - Present
Northern Trust Global Investments January 2005 - 2007
ABN AMRO Asset Management January 1999 - December 2004
Education
Delft University of Technology
MBA, Finance and Marketing
Leiden University
Bachelors Degree, Law
Christen Baillie Christen Baillie's UBS Experience June 2010 - Present
Job Senior Client Associate at UBS
Industry Financial Services
Experience
UBS June 2010 - Present
UBS June 2009 - June 2010
Education
DePaul University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
UBS June 2010 - Present
UBS June 2009 - June 2010
Education
DePaul University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Norman Pappous Norman Pappous's UBS Experience 2003 - 2005
Job President GradeMyAdvisor.com
Industry Financial Services
Experience
GradeMyAdvisor.com January 2013 - Present
Investment Sales & Training 2011 - 2011
Galveston College 2007 - 2011
Merrill Lynch March 2007 - February 2009
Consultant - Dispersion Trading September 2005 - February 2007
UBS 2003 - 2005
Close Bros Investments June 2001 - July 2003
Rydex Series Trust March 1999 - September 2000
ABN AMRO January 1997 - February 1999
Skills
Asset Managment, Investments, investment analyst, Derivatives, Structured Products, annuities, Financial Analysis, Financial Modeling, Structured Investments, Portfolio Management, Portfolio Assessment, Strategic Financial..., Asset Management, Fixed Annuities, Financial Services, Finance, Mutual Funds, Strategic Planning, Trading, Equities, Investment Strategies, Asset Allocation, Wealth Management, Fixed Income, Alternative Investments, Estate Planning, Options, Hedge Funds, Financial Markets, Retirement Planning, Retirement, Capital Markets, Funding, Wealth, Venture Capital, Private Equity, Financial Advisory, Investment Advisory, Financial Planning, Government
Education
IIT Stuart School of Business 1995 — 1997
MSc, Financial Markets
DePaul University 1991 — 1994
BS, Economics
GradeMyAdvisor.com January 2013 - Present
Investment Sales & Training 2011 - 2011
Galveston College 2007 - 2011
Merrill Lynch March 2007 - February 2009
Consultant - Dispersion Trading September 2005 - February 2007
UBS 2003 - 2005
Close Bros Investments June 2001 - July 2003
Rydex Series Trust March 1999 - September 2000
ABN AMRO January 1997 - February 1999
Skills
Asset Managment, Investments, investment analyst, Derivatives, Structured Products, annuities, Financial Analysis, Financial Modeling, Structured Investments, Portfolio Management, Portfolio Assessment, Strategic Financial..., Asset Management, Fixed Annuities, Financial Services, Finance, Mutual Funds, Strategic Planning, Trading, Equities, Investment Strategies, Asset Allocation, Wealth Management, Fixed Income, Alternative Investments, Estate Planning, Options, Hedge Funds, Financial Markets, Retirement Planning, Retirement, Capital Markets, Funding, Wealth, Venture Capital, Private Equity, Financial Advisory, Investment Advisory, Financial Planning, Government
Education
IIT Stuart School of Business 1995 — 1997
MSc, Financial Markets
DePaul University 1991 — 1994
BS, Economics
Marc Andersen, CFA Marc Andersen, CFA's UBS Experience 2007 - 2009
Job Associate Robert W. Baird & Co
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2014 - Present
University of Chicago Booth School of Business December 2011 - December 2013
Robert W. Baird 2009 - December 2011
Robert W. Baird June 2009 - January 2010
UBS 2007 - 2009
Skills
Financial Modeling, Cash Management, Finance, Accounting, Financial Analysis, Corporate Finance, Investments, Capital Markets, Private Equity
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Denison University 2003 — 2007
BA, Economics, Political Science
Robert W. Baird & Co. July 2014 - Present
University of Chicago Booth School of Business December 2011 - December 2013
Robert W. Baird 2009 - December 2011
Robert W. Baird June 2009 - January 2010
UBS 2007 - 2009
Skills
Financial Modeling, Cash Management, Finance, Accounting, Financial Analysis, Corporate Finance, Investments, Capital Markets, Private Equity
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Denison University 2003 — 2007
BA, Economics, Political Science
Mike Rosenblum Mike Rosenblum's UBS Experience 2010 - Present
Job Associate Director at UBS Investment Bank
Industry Financial Services
Experience
Infusion Development 2011 - Present
UBS Investment Bank August 2010 - Present
UBS 2010 - Present
Excelsior Analytics January 2002 - August 2010
Skills
Dashboard, VBA, Financial Analysis, Trading, Microsoft Excel, SQL, Programming, Derivatives, Business Intelligence, Analytics, Access, Equities, VSTO, Visual Basic, Bloomberg, Business Analysis, Excel Pivot, C#, Equity Derivatives, Sybase
Education
Dartmouth College 1986 — 1990
B.A., Economics, with focus in Computer Science
Infusion Development 2011 - Present
UBS Investment Bank August 2010 - Present
UBS 2010 - Present
Excelsior Analytics January 2002 - August 2010
Skills
Dashboard, VBA, Financial Analysis, Trading, Microsoft Excel, SQL, Programming, Derivatives, Business Intelligence, Analytics, Access, Equities, VSTO, Visual Basic, Bloomberg, Business Analysis, Excel Pivot, C#, Equity Derivatives, Sybase
Education
Dartmouth College 1986 — 1990
B.A., Economics, with focus in Computer Science
Sahel Anwar Sahel Anwar's UBS Experience August 2004 - May 2008
Job Partner at GentleStreams
Industry Financial Services
Experience
GentleStreams Microvestments August 2009 - Present
Squash Design December 1998 - Present
Yale Club of New York December 2008 - May 2009
Union Club September 2008 - May 2009
UBS August 2004 - May 2008
Education
Denison University 2000 — 2004
Greens Farms Academy 1998 — 2001
GentleStreams Microvestments August 2009 - Present
Squash Design December 1998 - Present
Yale Club of New York December 2008 - May 2009
Union Club September 2008 - May 2009
UBS August 2004 - May 2008
Education
Denison University 2000 — 2004
Greens Farms Academy 1998 — 2001
Samuel Kolesnik Samuel Kolesnik's UBS Experience April 2015 - August 2015
Job MBA/MSF candidate at D’AmoreMcKim School of Business at Northeastern University
Industry Higher Education
Experience
UBS April 2015 - August 2015
UBS February 2015 - April 2015
Sport-O-Rama January 2007 - February 2015
Skills
Mathematics, Statistics, Bloomberg Terminal, Java, PeopleSoft, Communication, Microsoft Excel, Microsoft Word, Microsoft Office, Problem Solving
Education
D’Amore-McKim School of Business at Northeastern University 2015 — 2017
Master of Business Administration (M.B.A.), MSF
Stony Brook University 2008 — 2013
Bachelor’s Degree, Mathematics and in Applied Mathematics and Statistics
Deakin University 2013 — 2013
Graduate Certificate of Business Administration (International)
Florence University of the Arts 2012 — 2012
UBS April 2015 - August 2015
UBS February 2015 - April 2015
Sport-O-Rama January 2007 - February 2015
Skills
Mathematics, Statistics, Bloomberg Terminal, Java, PeopleSoft, Communication, Microsoft Excel, Microsoft Word, Microsoft Office, Problem Solving
Education
D’Amore-McKim School of Business at Northeastern University 2015 — 2017
Master of Business Administration (M.B.A.), MSF
Stony Brook University 2008 — 2013
Bachelor’s Degree, Mathematics and in Applied Mathematics and Statistics
Deakin University 2013 — 2013
Graduate Certificate of Business Administration (International)
Florence University of the Arts 2012 — 2012
Anthony Ladas Anthony Ladas's UBS Experience June 2015 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
UBS September 2014 - June 2015
UBS Wealth Management June 2014 - September 2014
DePaul University June 2012 - June 2014
Orland Park Public Works June 2013 - August 2013
Johnny's Char-House June 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, WordPress, Public Speaking, Wealth Management..., Financial Analysis, Investment Research, Financial Planning, Performance Reporting, Retirement Plan..., Litigation, Communication, Cold Calling, Customer Service, PowerPoint, Leadership, Teamwork, Event Planning, Research, Time Management, Social Media
Education
DePaul University 2011 — 2015
Finance and Economics, Senior
Amos Alonzo Stagg High School 2007 — 2011
UBS June 2015 - Present
UBS September 2014 - June 2015
UBS Wealth Management June 2014 - September 2014
DePaul University June 2012 - June 2014
Orland Park Public Works June 2013 - August 2013
Johnny's Char-House June 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, WordPress, Public Speaking, Wealth Management..., Financial Analysis, Investment Research, Financial Planning, Performance Reporting, Retirement Plan..., Litigation, Communication, Cold Calling, Customer Service, PowerPoint, Leadership, Teamwork, Event Planning, Research, Time Management, Social Media
Education
DePaul University 2011 — 2015
Finance and Economics, Senior
Amos Alonzo Stagg High School 2007 — 2011
Bill Eaton's UBS Experience November 1984 - August 2009
Job Senior Director Portfolio Management Director Wealth Management at TEG Advisors of RPg Family Wealth Advisory, LLC
Industry Financial Services
Experience
TEG Advisors of RPg Family Wealth Advisory June 2015 - Present
Detwiler Mitchell Fenton & Graves August 2009 - June 2015
UBS November 1984 - August 2009
Lawrence Eagle Tribune May 1981 - November 1984
Skills
Series 7, Series 63, Asset Allocation, Retirement Planning, Equities, Equity Research, Securities, Portfolio Management, Investments
Education
Denison University 1980 — 1984
Bachelor of Arts (B.A.), Economics / Politcal Science
Andover High School, Andover MA 1978 — 1980
TEG Advisors of RPg Family Wealth Advisory June 2015 - Present
Detwiler Mitchell Fenton & Graves August 2009 - June 2015
UBS November 1984 - August 2009
Lawrence Eagle Tribune May 1981 - November 1984
Skills
Series 7, Series 63, Asset Allocation, Retirement Planning, Equities, Equity Research, Securities, Portfolio Management, Investments
Education
Denison University 1980 — 1984
Bachelor of Arts (B.A.), Economics / Politcal Science
Andover High School, Andover MA 1978 — 1980
Anthony Scotello Anthony Scotello's UBS Experience October 2013 - June 2014
Job Consultant at Deloitte
Industry Accounting
Experience
Deloitte June 2015 - Present
HomeFinder.com January 2014 - June 2015
UBS October 2013 - June 2014
DePaul University December 2010 - December 2013
Skills
Microsoft Excel, Accounting, Customer Service, Financial Analysis, QuickBooks, Sales, Teamwork, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Leadership, PowerPoint
Education
DePaul University 2014 — 2015
Master's Degree, Accounting, GPA: 3.95/4.0
DePaul University 2010 — 2014
Accounting
Deloitte June 2015 - Present
HomeFinder.com January 2014 - June 2015
UBS October 2013 - June 2014
DePaul University December 2010 - December 2013
Skills
Microsoft Excel, Accounting, Customer Service, Financial Analysis, QuickBooks, Sales, Teamwork, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Leadership, PowerPoint
Education
DePaul University 2014 — 2015
Master's Degree, Accounting, GPA: 3.95/4.0
DePaul University 2010 — 2014
Accounting
Daniel Frankel, CFP®'s UBS Experience 2004 - 2004
Job Wealth Management
Industry Financial Services
Experience
Cordant Wealth Partners February 2010 - June 2015
Morgan Stanley June 2006 - February 2010
Denison University 2005 - 2005
UBS 2004 - 2004
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Estate Planning, Personal Tax Planning, Charitable Gift Planning, Investment Management, Alternative Investments, Investments, Insurance, Equities, Fixed Income, Asset Management, Asset Allocation, Financial Modeling, Financial Analysis, Business Planning, Debt Management, Risk Management, Retirement Planning, Intergenerational..., Investment Strategies, Finance, Investment Advisory
Education
Denison University 2002 — 2006
Bachelor of Arts (B.A.), Mathematics and Economics
Lorenzo de' Medici 2004 — 2004
Study Abroad in Italy
Cordant Wealth Partners February 2010 - June 2015
Morgan Stanley June 2006 - February 2010
Denison University 2005 - 2005
UBS 2004 - 2004
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Estate Planning, Personal Tax Planning, Charitable Gift Planning, Investment Management, Alternative Investments, Investments, Insurance, Equities, Fixed Income, Asset Management, Asset Allocation, Financial Modeling, Financial Analysis, Business Planning, Debt Management, Risk Management, Retirement Planning, Intergenerational..., Investment Strategies, Finance, Investment Advisory
Education
Denison University 2002 — 2006
Bachelor of Arts (B.A.), Mathematics and Economics
Lorenzo de' Medici 2004 — 2004
Study Abroad in Italy
Graeme S. Wilson's UBS Experience May 2008 - Present
Job Investment Associate at UBS Financial Services, Inc.
Industry Investment Management
Theresa Arjoon's UBS Experience June 2000 - April 2006
Job AP Specialist Travel & Expense
Industry Accounting
Experience
GENPACT March 2013 - February 2015
United States Army Reserve March 1995 - February 2011
Ernst & Young April 2006 - June 2009
UBS June 2000 - April 2006
Skills
Accounts Payable, Business Process..., Financial Reporting, Accounting, Travel & Expense Audit, New Jersey Notary Public, Outlook, Account Reconciliation, Financial Analysis, Auditing, Accounts Receivable, Customer Service, Public Speaking
Education
Delaware State University 1980 — 1984
B.S., Marketing/Business Administration
Hackensack High School
GENPACT March 2013 - February 2015
United States Army Reserve March 1995 - February 2011
Ernst & Young April 2006 - June 2009
UBS June 2000 - April 2006
Skills
Accounts Payable, Business Process..., Financial Reporting, Accounting, Travel & Expense Audit, New Jersey Notary Public, Outlook, Account Reconciliation, Financial Analysis, Auditing, Accounts Receivable, Customer Service, Public Speaking
Education
Delaware State University 1980 — 1984
B.S., Marketing/Business Administration
Hackensack High School
Chris Shaker's UBS Experience September 2014 - August 2015
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
UBS September 2014 - August 2015
UBS November 2013 - September 2014
Beacon Wealth Consulting,LLC June 2013 - October 2013
TheStreet.com June 2012 - August 2012
ABC Television May 2011 - August 2011
Education
Denison University 2009 — 2013
Bachelor of Arts, Dual Major: Economics; Communication
Darien Public High School 2005 — 2009
Danish Institute for Study Abroad (DIS) 2011 — 2011
Environmental Economics; Public Relations; Trends in Media
Merrill Lynch August 2015 - Present
UBS September 2014 - August 2015
UBS November 2013 - September 2014
Beacon Wealth Consulting,LLC June 2013 - October 2013
TheStreet.com June 2012 - August 2012
ABC Television May 2011 - August 2011
Education
Denison University 2009 — 2013
Bachelor of Arts, Dual Major: Economics; Communication
Darien Public High School 2005 — 2009
Danish Institute for Study Abroad (DIS) 2011 — 2011
Environmental Economics; Public Relations; Trends in Media
Thomas Lips Thomas Lips's UBS Experience June 2000 - Present
Job Managing Director Wealth Managment at UBS Financial Services
Industry Investment Management
Experience
UBS June 2000 - Present
Paine Webber January 1995 - June 2000
Kidder Peabody June 1990 - December 1994
Drexel Burnham Lambert January 1981 - June 1989
Trinity College May 1973 - December 1980
US Army April 1970 - December 1971
Education
Harvard Law School 1966 — 1969
Doctor of Law (J.D.)
Dartmouth College 1962 — 1966
Bachelor of Arts (B.A.)
UBS June 2000 - Present
Paine Webber January 1995 - June 2000
Kidder Peabody June 1990 - December 1994
Drexel Burnham Lambert January 1981 - June 1989
Trinity College May 1973 - December 1980
US Army April 1970 - December 1971
Education
Harvard Law School 1966 — 1969
Doctor of Law (J.D.)
Dartmouth College 1962 — 1966
Bachelor of Arts (B.A.)
Ajoy Kumar's UBS Experience August 2011 - May 2015
Job Global Head of Application Security Cyber Security
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation May 2015 - Present
Fairleigh Dickinson University January 2014 - Present
UBS August 2011 - May 2015
Mazdabrook HOA October 2010 - June 2014
ISC2 October 2010 - April 2014
JP Morgan Chase June 2010 - August 2011
DTCC December 2002 - June 2010
International Information Systems Security Certification Consortium (ISC2) January 2008 - January 2010
The Depository Trust & Clearing Corporation August 1997 - 2002
Citibank July 1997 - August 1998
Skills
Information Security, Security, SDLC, Program Management, Computer Security, Software Development, Application Security, Enterprise Risk..., CISM, Databases, Microsoft SQL Server, Oracle, Management, Financial Risk, Leadership, Information Security..., System Administration, Enterprise Software, IT Strategy, Risk Management, CISSP, OWASP, Government, Networking, Business Continuity, Enterprise Architecture, Governance, Penetration Testing, Strategy, Disaster Recovery, SaaS, Vulnerability Management, Information Technology, IT Audit, IT Management, Infrastructure, Vendor Management, PCI DSS, Strategic Partnerships, ITIL, ISO 27001, Network Security, Consulting, Business Analysis, Integration
Education
Stevens Institute of Technology 2004 — 2008
MS, Security Management
Delhi College of Engineering 1993 — 1996
ME, Electrical (Instrumentation and Control)
College of Engg, Pusad, Amravati University 1987 — 1991
BE, Computer Science
Prabhu Dayal (Roop Nagar) Public School 1979 — 1986
High School, Science Branch
The Depository Trust & Clearing Corporation May 2015 - Present
Fairleigh Dickinson University January 2014 - Present
UBS August 2011 - May 2015
Mazdabrook HOA October 2010 - June 2014
ISC2 October 2010 - April 2014
JP Morgan Chase June 2010 - August 2011
DTCC December 2002 - June 2010
International Information Systems Security Certification Consortium (ISC2) January 2008 - January 2010
The Depository Trust & Clearing Corporation August 1997 - 2002
Citibank July 1997 - August 1998
Skills
Information Security, Security, SDLC, Program Management, Computer Security, Software Development, Application Security, Enterprise Risk..., CISM, Databases, Microsoft SQL Server, Oracle, Management, Financial Risk, Leadership, Information Security..., System Administration, Enterprise Software, IT Strategy, Risk Management, CISSP, OWASP, Government, Networking, Business Continuity, Enterprise Architecture, Governance, Penetration Testing, Strategy, Disaster Recovery, SaaS, Vulnerability Management, Information Technology, IT Audit, IT Management, Infrastructure, Vendor Management, PCI DSS, Strategic Partnerships, ITIL, ISO 27001, Network Security, Consulting, Business Analysis, Integration
Education
Stevens Institute of Technology 2004 — 2008
MS, Security Management
Delhi College of Engineering 1993 — 1996
ME, Electrical (Instrumentation and Control)
College of Engg, Pusad, Amravati University 1987 — 1991
BE, Computer Science
Prabhu Dayal (Roop Nagar) Public School 1979 — 1986
High School, Science Branch
Lizett Meraz Lizett Meraz's UBS Experience February 2014 - June 2014
Job Analyst at Pearl Meyer & Partners
Industry Financial Services
Experience
Pearl Meyer & Partners July 2015 - Present
Mitre Media May 2015 - June 2015
Harris Associates October 2014 - March 2015
Illinois Housing Development Authority June 2014 - November 2014
UBS February 2014 - June 2014
Blue Star Partners, LLC January 2014 - March 2014
DePaul University September 2013 - 2014
Laramar Group August 2011 - 2014
New Smile Center-Dental Office June 2011 - September 2011
Global Youth Leadership Institute June 2008 - August 2011
Skills
Investment Analysis, Microsoft Office, Customer Service, PowerPoint, Research, Microsoft Word, Microsoft Excel, Outlook, Economics, Budgets, Public Speaking, Strategic Planning, Accounts Receivable, Editing, French, Account Reconciliation, Real Estate Transactions, Negotiation, Spanish Literature, Spanish-English, Yardi Property..., RDP, Final Cut Pro
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Science (M.S.), Finance
DePaul University 2011 — 2015
Bachelor’s of Science, Economics & Finance
Lake Forest Academy 2007 — 2011
Prep School
Pearl Meyer & Partners July 2015 - Present
Mitre Media May 2015 - June 2015
Harris Associates October 2014 - March 2015
Illinois Housing Development Authority June 2014 - November 2014
UBS February 2014 - June 2014
Blue Star Partners, LLC January 2014 - March 2014
DePaul University September 2013 - 2014
Laramar Group August 2011 - 2014
New Smile Center-Dental Office June 2011 - September 2011
Global Youth Leadership Institute June 2008 - August 2011
Skills
Investment Analysis, Microsoft Office, Customer Service, PowerPoint, Research, Microsoft Word, Microsoft Excel, Outlook, Economics, Budgets, Public Speaking, Strategic Planning, Accounts Receivable, Editing, French, Account Reconciliation, Real Estate Transactions, Negotiation, Spanish Literature, Spanish-English, Yardi Property..., RDP, Final Cut Pro
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Science (M.S.), Finance
DePaul University 2011 — 2015
Bachelor’s of Science, Economics & Finance
Lake Forest Academy 2007 — 2011
Prep School
Graham McDannel's UBS Experience 2007 - 2009
Job Senior Business Analyst Quantitative Analytics at CME Group
Industry Financial Services
Experience
CME Group March 2013 - Present
Oppenheimer & Co. January 2010 - February 2013
UBS 2007 - 2009
Skills
Leadership, Bloomberg, Finance, Financial Modeling, Strategic Planning, Alternative Investments, Risk Management, Securities, Derivatives, Asset Allocation, Asset Management, Financial Analysis, Investments, Fixed Income, Wealth Management, Equities, Python, R, C#
Education
The University of Chicago 2015 — 2017
Master of Science (MS), Financial Mathematics
DePaul University 2012 — 2014
Master of Science (MS), Applied Statistics
University of Illinois at Chicago 2004 — 2008
Bachelor of Science (BS), Finance
CME Group March 2013 - Present
Oppenheimer & Co. January 2010 - February 2013
UBS 2007 - 2009
Skills
Leadership, Bloomberg, Finance, Financial Modeling, Strategic Planning, Alternative Investments, Risk Management, Securities, Derivatives, Asset Allocation, Asset Management, Financial Analysis, Investments, Fixed Income, Wealth Management, Equities, Python, R, C#
Education
The University of Chicago 2015 — 2017
Master of Science (MS), Financial Mathematics
DePaul University 2012 — 2014
Master of Science (MS), Applied Statistics
University of Illinois at Chicago 2004 — 2008
Bachelor of Science (BS), Finance
Wells King Wells King's UBS Experience May 2014 - May 2014
Job Incoming Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
Davidson College August 2012 - Present
McKinsey & Company June 2015 - August 2015
UBS May 2014 - May 2014
Davidson College May 2013 - August 2013
Skills
Public Speaking, Research, Economics, Editing, Social Media, Fundraising, Writing, Community Outreach, PowerPoint, Microsoft Office Suite, Data Analysis, Microsoft Office
Education
Davidson College 2012 — 2016
Bachelor of Arts (B.A.), History (Major); Economics (Minor), 3.93 GPA (Major: 4.00, Minor: 4.00)
University of Oxford 2014 — 2015
Visiting Student Programme, History & Economics, First-class Honors
University of Cambridge 2014 — 2014
Davidson in Cambridge Summer Program, Eighteenth-century British History & Literature, First-class Honors
Covenant Classical School 2008 — 2012
Excelsior Diploma (Summa Cum Laude), 4.00 GPA
Davidson College August 2012 - Present
McKinsey & Company June 2015 - August 2015
UBS May 2014 - May 2014
Davidson College May 2013 - August 2013
Skills
Public Speaking, Research, Economics, Editing, Social Media, Fundraising, Writing, Community Outreach, PowerPoint, Microsoft Office Suite, Data Analysis, Microsoft Office
Education
Davidson College 2012 — 2016
Bachelor of Arts (B.A.), History (Major); Economics (Minor), 3.93 GPA (Major: 4.00, Minor: 4.00)
University of Oxford 2014 — 2015
Visiting Student Programme, History & Economics, First-class Honors
University of Cambridge 2014 — 2014
Davidson in Cambridge Summer Program, Eighteenth-century British History & Literature, First-class Honors
Covenant Classical School 2008 — 2012
Excelsior Diploma (Summa Cum Laude), 4.00 GPA
Christina Hummel Christina Hummel's UBS Experience August 2013 - Present
Job EUA Governance Analyst at UBS
Industry Investment Banking
Experience
UBS August 2013 - Present
UBS Investment Bank August 2012 - August 2013
Hillstone Restaurant Group July 2010 - May 2012
Grand Lux Cafe January 2008 - December 2009
Skills
Investment Banking, Financial Reporting, Internal Controls, Accounting, Access
Education
DePaul University 2007 — 2011
Bachelor of Science (BSc), Economics
UBS August 2013 - Present
UBS Investment Bank August 2012 - August 2013
Hillstone Restaurant Group July 2010 - May 2012
Grand Lux Cafe January 2008 - December 2009
Skills
Investment Banking, Financial Reporting, Internal Controls, Accounting, Access
Education
DePaul University 2007 — 2011
Bachelor of Science (BSc), Economics
Heather (Malone) Bischoff's UBS Experience December 2014 - Present
Job Senior Registered Associate at UBS
Industry Financial Services
Experience
UBS December 2014 - Present
Golden Heart Senior Care of Greater Chicago April 2013 - November 2014
Morgan Stanley Smith Barney August 2010 - April 2013
Smith Barney March 2010 - August 2010
JP Morgan Chase April 2009 - March 2010
Skills
Microsoft Excel, Research, Elder Care, Alzheimer's Care, Team Management, Entrepreneurship, New Business Development, Data Management, Marketing Strategy, Microsoft Office, Public Speaking, Team Building
Education
DePaul University
B.A., Psychology - Human Development
UBS December 2014 - Present
Golden Heart Senior Care of Greater Chicago April 2013 - November 2014
Morgan Stanley Smith Barney August 2010 - April 2013
Smith Barney March 2010 - August 2010
JP Morgan Chase April 2009 - March 2010
Skills
Microsoft Excel, Research, Elder Care, Alzheimer's Care, Team Management, Entrepreneurship, New Business Development, Data Management, Marketing Strategy, Microsoft Office, Public Speaking, Team Building
Education
DePaul University
B.A., Psychology - Human Development
Katie McInnis Katie McInnis's UBS Experience September 2010 - December 2010
Job Career Advising Graduate Intern at DePaul University
Industry Higher Education
Experience
DePaul University Career Center August 2015 - Present
DePaul University September 2014 - Present
DePaul University May 2015 - Present
DePaul University March 2014 - September 2014
Colliers-International August 2011 - January 2014
UBS September 2010 - December 2010
Dream Careers Inc. May 2010 - July 2010
Dream Careers Inc. September 2009 - May 2010
Platinum Properties May 2009 - July 2009
Skills
Leadership, Student Development, Event Planning, Student Affairs, Higher Education, Market Research, Mentoring, Customer Service, Analytical Reasoning, PeopleSoft, Data Collection, Research, Microsoft Office, Excel, Event Management, Creative Problem Solving, Recruiting, PowerPoint, Highly detail oriented, Organization &..., Marketing, Social Media Marketing, Valuation, Social Networking, Financial Analysis, Financial Modeling, Argus Modeling, Microsoft Excel
Education
DePaul University 2014 — 2016
Master of Education (MEd), Counseling - College Student Development, 4.0/4.0
University of Minnesota-Twin Cities 2006 — 2011
Bachelor of Science, Housing Studies-Finance Concentration, Business Management, Construction Management
Brookfield Central High School 2002 — 2006
DePaul University Career Center August 2015 - Present
DePaul University September 2014 - Present
DePaul University May 2015 - Present
DePaul University March 2014 - September 2014
Colliers-International August 2011 - January 2014
UBS September 2010 - December 2010
Dream Careers Inc. May 2010 - July 2010
Dream Careers Inc. September 2009 - May 2010
Platinum Properties May 2009 - July 2009
Skills
Leadership, Student Development, Event Planning, Student Affairs, Higher Education, Market Research, Mentoring, Customer Service, Analytical Reasoning, PeopleSoft, Data Collection, Research, Microsoft Office, Excel, Event Management, Creative Problem Solving, Recruiting, PowerPoint, Highly detail oriented, Organization &..., Marketing, Social Media Marketing, Valuation, Social Networking, Financial Analysis, Financial Modeling, Argus Modeling, Microsoft Excel
Education
DePaul University 2014 — 2016
Master of Education (MEd), Counseling - College Student Development, 4.0/4.0
University of Minnesota-Twin Cities 2006 — 2011
Bachelor of Science, Housing Studies-Finance Concentration, Business Management, Construction Management
Brookfield Central High School 2002 — 2006
Dimitri P. Eliopoulos Dimitri P. Eliopoulos's UBS Experience August 2001 - April 2005
Job Partner, Director of Advisory Services at RMB Capital, LLC
Industry Financial Services
Experience
RMB Capital January 2015 - Present
RMB Capital January 2013 - Present
RMB Capital Management, LLC April 2005 - January 2013
UBS August 2001 - April 2005
Skills
Investments, Wealth Management, Financial Planning, Finance, Leadership, Asset Allocation, Asset Management
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA)
DePaul University 1997 — 2001
B.S., Finance
RMB Capital January 2015 - Present
RMB Capital January 2013 - Present
RMB Capital Management, LLC April 2005 - January 2013
UBS August 2001 - April 2005
Skills
Investments, Wealth Management, Financial Planning, Finance, Leadership, Asset Allocation, Asset Management
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA)
DePaul University 1997 — 2001
B.S., Finance
Jocelyn Telles Jocelyn Telles's UBS Experience March 2012 - March 2013
Job Intern at Group One Trading
Industry Financial Services
Experience
Group One Trading, LP April 2015 - Present
Options Clearing Corporation (OCC) March 2013 - April 2015
UBS March 2012 - March 2013
Jefferies & Company July 2010 - August 2010
Jefferies June 2010 - July 2010
Skills
Microsoft Office, Financial Audits, Relationship Management, Negotiation, Wealth Management..., Finance, Corporate Finance, Options, Accounting, Bloomberg Terminal, Time Management, Financial Modeling, Investment Banking, Leadership
Education
DePaul University 2012 — 2015
Finance
Group One Trading, LP April 2015 - Present
Options Clearing Corporation (OCC) March 2013 - April 2015
UBS March 2012 - March 2013
Jefferies & Company July 2010 - August 2010
Jefferies June 2010 - July 2010
Skills
Microsoft Office, Financial Audits, Relationship Management, Negotiation, Wealth Management..., Finance, Corporate Finance, Options, Accounting, Bloomberg Terminal, Time Management, Financial Modeling, Investment Banking, Leadership
Education
DePaul University 2012 — 2015
Finance
Kara Puccinelli Kara Puccinelli's UBS Experience July 2011 - May 2014
Job Manager, Strategic Alliances at Turn
Industry Internet
Experience
Turn July 2015 - Present
Turn June 2014 - June 2015
UBS July 2011 - May 2014
UBS Wealth Management July 2009 - July 2011
Skills
Series 7, Business Development, Sales, Equities, Financial Modeling, Fixed Income, Investments, Bloomberg, Portfolio Management, Financial Analysis, Mutual Funds, Investment Banking, Account Management, Wealth Management, Microsoft Excel, Enterprise Software, Ad Networks, Optimization
Education
DePaul University 2007 — 2011
Bachelor of Science (B.S.), Finance
Turn July 2015 - Present
Turn June 2014 - June 2015
UBS July 2011 - May 2014
UBS Wealth Management July 2009 - July 2011
Skills
Series 7, Business Development, Sales, Equities, Financial Modeling, Fixed Income, Investments, Bloomberg, Portfolio Management, Financial Analysis, Mutual Funds, Investment Banking, Account Management, Wealth Management, Microsoft Excel, Enterprise Software, Ad Networks, Optimization
Education
DePaul University 2007 — 2011
Bachelor of Science (B.S.), Finance
Jim Cornell Jim Cornell's UBS Experience May 2006 - June 2008
Job
Industry Information Technology and Services
Experience
Redwood Logistics (formerly TSE) March 2015 - Present
Rovi September 2011 - January 2015
Rock Solid Consulting June 2009 - August 2011
Liquidus Marketing June 2008 - January 2009
UBS May 2006 - June 2008
Trillium Solutions Group August 2005 - May 2006
Tahoe Partners January 2005 - June 2005
VA Linux Corp May 2000 - December 2004
EDS November 1995 - May 2000
Skills
Software Development, Process Engineering, Strategy, User Experience, Program Management, Project Management, SDLC, Change Management, Technical Writing, CRM, Business Analysis, Vendor Management, Enterprise Software, Enterprise Architecture, Product Management, Management
Education
DePaul University
Certificate Program
Northwestern University
Bachelor's Degree
Redwood Logistics (formerly TSE) March 2015 - Present
Rovi September 2011 - January 2015
Rock Solid Consulting June 2009 - August 2011
Liquidus Marketing June 2008 - January 2009
UBS May 2006 - June 2008
Trillium Solutions Group August 2005 - May 2006
Tahoe Partners January 2005 - June 2005
VA Linux Corp May 2000 - December 2004
EDS November 1995 - May 2000
Skills
Software Development, Process Engineering, Strategy, User Experience, Program Management, Project Management, SDLC, Change Management, Technical Writing, CRM, Business Analysis, Vendor Management, Enterprise Software, Enterprise Architecture, Product Management, Management
Education
DePaul University
Certificate Program
Northwestern University
Bachelor's Degree
Hardik Sanghavi's UBS Experience March 2014 - August 2014
Job Accounting and Finance Intern at Morningstar
Industry Financial Services
Experience
Liberty Mutual Insurance June 2015 - August 2015
Morningstar September 2014 - March 2015
UBS March 2014 - August 2014
DePaul University November 2013 - June 2014
ESPN March 2013 - July 2013
Skills
PowerPoint, Research, Teamwork, Public Speaking, Sales, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Adobe Audition, Customer Service, English, Statistics, Analysis, Event Planning, Microsoft Word
Education
DePaul University 2012 — 2016
Bachelor's degree, Accounting and Finance; Community Service
Liberty Mutual Insurance June 2015 - August 2015
Morningstar September 2014 - March 2015
UBS March 2014 - August 2014
DePaul University November 2013 - June 2014
ESPN March 2013 - July 2013
Skills
PowerPoint, Research, Teamwork, Public Speaking, Sales, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Adobe Audition, Customer Service, English, Statistics, Analysis, Event Planning, Microsoft Word
Education
DePaul University 2012 — 2016
Bachelor's degree, Accounting and Finance; Community Service
Jonathan DeVilla's UBS Experience December 2005 - March 2006
Job Analytics Manager, Strategy at Saatchi & Saatchi LA
Industry Marketing and Advertising
Experience
Saatchi & Saatchi LA January 2015 - Present
Digitas November 2011 - May 2014
Digitas June 2010 - November 2011
Merrill Lynch January 2008 - June 2010
UBS December 2005 - March 2006
Merrill Lynch November 2004 - February 2005
Skills
Valuation, Strategy, Financial Analysis, DoubleClick, Finance, Strategic Financial..., Digital Strategy, Portfolio Management, Analysis, Financial Modeling
Education
DePaul University 2002 — 2006
Bachelors, Finance & Marketing
Saatchi & Saatchi LA January 2015 - Present
Digitas November 2011 - May 2014
Digitas June 2010 - November 2011
Merrill Lynch January 2008 - June 2010
UBS December 2005 - March 2006
Merrill Lynch November 2004 - February 2005
Skills
Valuation, Strategy, Financial Analysis, DoubleClick, Finance, Strategic Financial..., Digital Strategy, Portfolio Management, Analysis, Financial Modeling
Education
DePaul University 2002 — 2006
Bachelors, Finance & Marketing
Jeremy Barber's UBS Experience April 2010 - March 2011
Job Associate Portfolio Manager Investment Analyst at Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Private Bank January 2011 - Present
UBS April 2010 - March 2011
Professional Computing Resources 2009 - 2009
Stony Point Fund June 2005 - September 2006
Skills
Portfolio Management, Asset Allocation, Asset Managment, Investments, Wealth Management, Alternative Investments, Financial Analysis, Equity Research, Hedge Funds, Fixed Income, Valuation, Equities, Financial Modeling, High Net Worth..., Retirement Planning, Investment Strategies, Private Equity, Bloomberg, Investment Management, Investment Advisory, Finance, Mutual Funds
Education
Northcentral University 2012 — 2014
Doctor of Philosophy (PhD), Finance and Financial Management Services, 4.0
Davenport University 2009 — 2010
MBA, Finance
Davenport University 2006 — 2009
BS, Finance - Specialty in Investments
Fifth Third Private Bank January 2011 - Present
UBS April 2010 - March 2011
Professional Computing Resources 2009 - 2009
Stony Point Fund June 2005 - September 2006
Skills
Portfolio Management, Asset Allocation, Asset Managment, Investments, Wealth Management, Alternative Investments, Financial Analysis, Equity Research, Hedge Funds, Fixed Income, Valuation, Equities, Financial Modeling, High Net Worth..., Retirement Planning, Investment Strategies, Private Equity, Bloomberg, Investment Management, Investment Advisory, Finance, Mutual Funds
Education
Northcentral University 2012 — 2014
Doctor of Philosophy (PhD), Finance and Financial Management Services, 4.0
Davenport University 2009 — 2010
MBA, Finance
Davenport University 2006 — 2009
BS, Finance - Specialty in Investments
Karla Manuel's UBS Experience July 2015 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS July 2015 - Present
Barclays July 2013 - June 2015
Barclays April 2010 - July 2013
Starcom MediaVest Group March 2009 - December 2009
Skills
Strategic Communications, Business Analysis, Risk Management, Policies & Procedures..., Legal Compliance, Analytics, Digital Marketing, Business Strategy, Strategy Execution, Corporate Finance, Financial Reporting, Risk Analytics, Competitive Analysis, Media Planning, Financial Forecasting, Marketing Research, Integrated Marketing, Variance Analysis, Media Buying, Compliance, Business Insights, Brand Management, Business Analytics, Market Research, Management, Social Media, Marketing Communications, Project Management
Education
De La Salle University
Bachelor’s Degree, Marketing Management
UBS July 2015 - Present
Barclays July 2013 - June 2015
Barclays April 2010 - July 2013
Starcom MediaVest Group March 2009 - December 2009
Skills
Strategic Communications, Business Analysis, Risk Management, Policies & Procedures..., Legal Compliance, Analytics, Digital Marketing, Business Strategy, Strategy Execution, Corporate Finance, Financial Reporting, Risk Analytics, Competitive Analysis, Media Planning, Financial Forecasting, Marketing Research, Integrated Marketing, Variance Analysis, Media Buying, Compliance, Business Insights, Brand Management, Business Analytics, Market Research, Management, Social Media, Marketing Communications, Project Management
Education
De La Salle University
Bachelor’s Degree, Marketing Management
Laura Gohs Laura Gohs's UBS Experience July 2007 - June 2011
Job Family Nurse Practitioner
Industry Hospital & Health Care
Experience
Clinica Romero May 2014 - Present
Ramos Medical Associates October 2013 - May 2014
Vanderbilt University School of Nursing August 2011 - August 2013
UBS July 2007 - June 2011
UBS Giving Program June 2008 - May 2011
St Francis Memorial Hospital June 2010 - March 2011
Leukemia Lymphoma Society May 2008 - January 2011
Morgan Stanley May 2006 - September 2006
Morgan Stanley May 2006 - August 2006
Morgan Stanley May 2005 - August 2005
Skills
Event Planning, Fundraising, PowerPoint, Research, Public Speaking, Microsoft Excel, Microsoft Office, Social Media, Series 7, Nonprofits, Data Analysis, Financial Analysis, Spanish, Customer Service, Community Outreach
Education
Vanderbilt University School of Nursing 2011 — 2013
Master of Science in Nursing, Family Nurse Practitioner
Denison University 2003 — 2007
BA, Spanish
Universidad Compultense de Madrid 2005 — 2005
The Athenian School 1999 — 2003
Clinica Romero May 2014 - Present
Ramos Medical Associates October 2013 - May 2014
Vanderbilt University School of Nursing August 2011 - August 2013
UBS July 2007 - June 2011
UBS Giving Program June 2008 - May 2011
St Francis Memorial Hospital June 2010 - March 2011
Leukemia Lymphoma Society May 2008 - January 2011
Morgan Stanley May 2006 - September 2006
Morgan Stanley May 2006 - August 2006
Morgan Stanley May 2005 - August 2005
Skills
Event Planning, Fundraising, PowerPoint, Research, Public Speaking, Microsoft Excel, Microsoft Office, Social Media, Series 7, Nonprofits, Data Analysis, Financial Analysis, Spanish, Customer Service, Community Outreach
Education
Vanderbilt University School of Nursing 2011 — 2013
Master of Science in Nursing, Family Nurse Practitioner
Denison University 2003 — 2007
BA, Spanish
Universidad Compultense de Madrid 2005 — 2005
The Athenian School 1999 — 2003
Mark Abdo's UBS Experience June 2015 - Present
Job Analyst at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
Alliance Financial August 2011 - July 2014
U.S. Army Corps of Engineers July 2010 - March 2011
Abdo Law Firm April 2007 - April 2009
Skills
Hedging, Commodity Markets, Capital Markets, Derivatives, Proprietary Trading, Options, Futures Trading, Market Analysis, Financial Markets, Portfolio Management, Equities, Asset Management, Market Making, Financial Analysis, Technical Analysis, International Relations, Geopolitics, Policy Analysis
Education
Oakland University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
DePaul University 2009 — 2010
Master of Arts (M.A.), Public Relations and Advertising
Michigan State University 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Pre-Law
UBS June 2015 - Present
Alliance Financial August 2011 - July 2014
U.S. Army Corps of Engineers July 2010 - March 2011
Abdo Law Firm April 2007 - April 2009
Skills
Hedging, Commodity Markets, Capital Markets, Derivatives, Proprietary Trading, Options, Futures Trading, Market Analysis, Financial Markets, Portfolio Management, Equities, Asset Management, Market Making, Financial Analysis, Technical Analysis, International Relations, Geopolitics, Policy Analysis
Education
Oakland University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
DePaul University 2009 — 2010
Master of Arts (M.A.), Public Relations and Advertising
Michigan State University 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Pre-Law
Anna Budzinski Anna Budzinski's UBS Experience June 2012 - May 2013
Job Associate National Bank Examiner at Office of the Comptroller of the Currency
Industry Financial Services
Experience
Office of the Comptroller of the Currency June 2013 - Present
UBS June 2012 - May 2013
Citibank December 2010 - September 2012
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Financial Analysis, Time Management, Access, Sales, Facebook, Leadership, Retail, Event Planning, Social Media, Banking, Data Analysis, Social Networking, Marketing, Salesforce.com, Forecasting, Team Leadership, Management, Social Media Marketing
Education
DePaul University 2009 — 2013
Bachelor of Science, Finance and Business Administration
Office of the Comptroller of the Currency June 2013 - Present
UBS June 2012 - May 2013
Citibank December 2010 - September 2012
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Financial Analysis, Time Management, Access, Sales, Facebook, Leadership, Retail, Event Planning, Social Media, Banking, Data Analysis, Social Networking, Marketing, Salesforce.com, Forecasting, Team Leadership, Management, Social Media Marketing
Education
DePaul University 2009 — 2013
Bachelor of Science, Finance and Business Administration
John Pobanz John Pobanz's UBS Experience February 2009 - July 2009
Job Sales Representative at Pearson
Industry E-Learning
Experience
Pearson July 2014 - Present
Ricoh Americas Corporation May 2013 - July 2014
Ricoh Americas Corporation September 2010 - April 2013
Enterprise Holdings May 2010 - September 2010
Enterprise Rent-A-Car August 2009 - May 2010
UBS February 2009 - July 2009
Marketing Intern July 2008 - November 2008
Skills
Salesforce.com, Sales, Account Management, Sales Process, New Business Development, Marketing, Direct Sales, Microsoft Excel, Sales Management, Microsoft Office, PowerPoint, Sales Presentations, Financial Analysis, Customer Satisfaction, Forecasting, Market Research, Strategic Planning, Outlook
Education
DePaul University 2005 — 2009
BA, Communication and Media Studies
Wayne Hills 2001 — 2005
Pearson July 2014 - Present
Ricoh Americas Corporation May 2013 - July 2014
Ricoh Americas Corporation September 2010 - April 2013
Enterprise Holdings May 2010 - September 2010
Enterprise Rent-A-Car August 2009 - May 2010
UBS February 2009 - July 2009
Marketing Intern July 2008 - November 2008
Skills
Salesforce.com, Sales, Account Management, Sales Process, New Business Development, Marketing, Direct Sales, Microsoft Excel, Sales Management, Microsoft Office, PowerPoint, Sales Presentations, Financial Analysis, Customer Satisfaction, Forecasting, Market Research, Strategic Planning, Outlook
Education
DePaul University 2005 — 2009
BA, Communication and Media Studies
Wayne Hills 2001 — 2005
David Burman David Burman's UBS Experience 2007 - May 2009
Job CVP Storage Architecture & Engineering, NY Life
Industry Information Technology and Services
Experience
New York Life Insurance Company May 2011 - Present
Precise Software Solutions, Inc September 2009 - January 2011
UBS Wealth Management August 2007 - May 2009
UBS 2007 - May 2009
EMC June 2005 - July 2007
EMC June 2002 - June 2005
EMC 1996 - 2000
NCR June 1993 - December 1995
Amdahl 1986 - 1993
Skills
Storage, Virtualization, System Architecture, Business Development, UNIX System V, Disaster Recovery, High Availability, Storage Virtualization, Enterprise Storage, Cluster, Solution Selling, NAS, Deduplication, Replication Technologies, Business Continuity, SAN, Databases, Enterprise Software, Storage Area Networks, VMware, Replication, Pre-sales, Team Leadership, Unix, Storage Solutions, Cloud Computing, Data Center, Management, Strategy, Enterprise Architecture, EMC Storage, Infrastructure, Cross-functional Team..., Hardware, SaaS, Solaris, Business Alliances, Professional Services, Leadership, Product Management, IT Strategy, Vendor Management, Integration, Consulting, Information Technology, ITIL, Solution Architecture, NetApp
Education
DePaul University 1978 — 1980
Bachelor of Science (BS), Physics, Computer Science
Kendall College 1977 — 1979
AA, Liberal Arts
Lake Forest College 1975 — 1977
Liberal Arts
Highland Park High School, Beth El 1971 — 1975
New York Life Insurance Company May 2011 - Present
Precise Software Solutions, Inc September 2009 - January 2011
UBS Wealth Management August 2007 - May 2009
UBS 2007 - May 2009
EMC June 2005 - July 2007
EMC June 2002 - June 2005
EMC 1996 - 2000
NCR June 1993 - December 1995
Amdahl 1986 - 1993
Skills
Storage, Virtualization, System Architecture, Business Development, UNIX System V, Disaster Recovery, High Availability, Storage Virtualization, Enterprise Storage, Cluster, Solution Selling, NAS, Deduplication, Replication Technologies, Business Continuity, SAN, Databases, Enterprise Software, Storage Area Networks, VMware, Replication, Pre-sales, Team Leadership, Unix, Storage Solutions, Cloud Computing, Data Center, Management, Strategy, Enterprise Architecture, EMC Storage, Infrastructure, Cross-functional Team..., Hardware, SaaS, Solaris, Business Alliances, Professional Services, Leadership, Product Management, IT Strategy, Vendor Management, Integration, Consulting, Information Technology, ITIL, Solution Architecture, NetApp
Education
DePaul University 1978 — 1980
Bachelor of Science (BS), Physics, Computer Science
Kendall College 1977 — 1979
AA, Liberal Arts
Lake Forest College 1975 — 1977
Liberal Arts
Highland Park High School, Beth El 1971 — 1975
Dave Drustrup Dave Drustrup's UBS Experience June 2009 - August 2009
Job Therapist at St. Mary's
Industry Mental Health Care
Experience
St. Mary's July 2015 - Present
The Family Institute at Northwestern University August 2014 - June 2015
DRW Trading Group August 2013 - August 2014
The Noble Network of Charter Schools November 2012 - July 2013
DRW Trading Group July 2010 - October 2012
UBS June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Federal Reserve Bank of Chicago June 2007 - August 2007
Skills
FX Options, Capital Markets, Commercial Banking, Fixed Income, Trading, Investment Banking, Derivatives, Options, Equities, Bloomberg, Investments, Finance, Microsoft Office, Public Speaking
Education
Northwestern University 2014 — 2016
Master's Degree, Counseling
DePaul University 2012 — 2014
Master of Education (MEd), English, Secondary
University of Iowa 2005 — 2009
Bachelor of Arts (BA), Economics, English
Loyola University Chicago 2007 — 2007
Finance
St. Mary's July 2015 - Present
The Family Institute at Northwestern University August 2014 - June 2015
DRW Trading Group August 2013 - August 2014
The Noble Network of Charter Schools November 2012 - July 2013
DRW Trading Group July 2010 - October 2012
UBS June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Federal Reserve Bank of Chicago June 2007 - August 2007
Skills
FX Options, Capital Markets, Commercial Banking, Fixed Income, Trading, Investment Banking, Derivatives, Options, Equities, Bloomberg, Investments, Finance, Microsoft Office, Public Speaking
Education
Northwestern University 2014 — 2016
Master's Degree, Counseling
DePaul University 2012 — 2014
Master of Education (MEd), English, Secondary
University of Iowa 2005 — 2009
Bachelor of Arts (BA), Economics, English
Loyola University Chicago 2007 — 2007
Finance
Benjamin Seiden Benjamin Seiden's UBS Experience June 2001 - December 2003
Job at The Higher Gear Group
Industry Automotive
Experience
OneCommand January 2014 - Present
The Higher Gear Group January 2004 - January 2014
The Higher Gear Group October 2008 - January 2010
UBS June 2001 - December 2003
Skills
Account Management, Customer Retention, Process Improvement, Sales Process, Sales, Customer Service, Automotive, New Business Development, CRM, Negotiation, Customer Satisfaction, Salesforce.com, Sales Management, Selling, Lead Generation, Sales Operations, Cold Calling, Automobile, Advertising, Leadership, Vehicles, Coaching, B2B, Social Networking, Call Centers, Team Leadership, Direct Sales, Contract Negotiation, Business Development
Education
DePaul University 1995 — 1999
Bachelor In Commerce Science, International Management, German Language
Niles north
OneCommand January 2014 - Present
The Higher Gear Group January 2004 - January 2014
The Higher Gear Group October 2008 - January 2010
UBS June 2001 - December 2003
Skills
Account Management, Customer Retention, Process Improvement, Sales Process, Sales, Customer Service, Automotive, New Business Development, CRM, Negotiation, Customer Satisfaction, Salesforce.com, Sales Management, Selling, Lead Generation, Sales Operations, Cold Calling, Automobile, Advertising, Leadership, Vehicles, Coaching, B2B, Social Networking, Call Centers, Team Leadership, Direct Sales, Contract Negotiation, Business Development
Education
DePaul University 1995 — 1999
Bachelor In Commerce Science, International Management, German Language
Niles north
Eric Fredericks's UBS Experience May 2006 - May 2007
Job Senior Architect at HERE
Industry Computer Software
Experience
HERE (Nokia) October 2012 - Present
NAVTEQ/Nokia 2012 - Present
CityTech, Inc. December 2011 - October 2012
Edline January 2011 - December 2011
Blackboard January 2011 - December 2011
Smiths Detection - Livewave July 2007 - January 2011
Livewave July 2007 - January 2011
Smiths Detection July 2007 - January 2011
UBS May 2006 - May 2007
CBOE July 2000 - May 2006
Skills
Agile Methodologies, Distributed Systems, Object Oriented Design, Software Development, SOA, Linux, XML, C++, Java Enterprise Edition, Software Engineering, SQL, Unix, Java, Design Patterns, Web Services, REST, Eclipse, Subversion, System Architecture, Architecture, SDLC, Spring Framework, Integration, Scrum
Education
DePaul University 2002 — 2005
Master of Science, Computer Science
Hartwick College 1993 — 1997
Computer Science, Computer Science, Music
Guilderland Central High School 1989 — 1993
HERE (Nokia) October 2012 - Present
NAVTEQ/Nokia 2012 - Present
CityTech, Inc. December 2011 - October 2012
Edline January 2011 - December 2011
Blackboard January 2011 - December 2011
Smiths Detection - Livewave July 2007 - January 2011
Livewave July 2007 - January 2011
Smiths Detection July 2007 - January 2011
UBS May 2006 - May 2007
CBOE July 2000 - May 2006
Skills
Agile Methodologies, Distributed Systems, Object Oriented Design, Software Development, SOA, Linux, XML, C++, Java Enterprise Edition, Software Engineering, SQL, Unix, Java, Design Patterns, Web Services, REST, Eclipse, Subversion, System Architecture, Architecture, SDLC, Spring Framework, Integration, Scrum
Education
DePaul University 2002 — 2005
Master of Science, Computer Science
Hartwick College 1993 — 1997
Computer Science, Computer Science, Music
Guilderland Central High School 1989 — 1993
Joseph DiMaria Joseph DiMaria's UBS Experience June 2004 - August 2004
Job Trader at Dorman Trading LLC
Industry Financial Services
Experience
Dorman Trading LLC March 2012 - Present
JPD Enterprises, Inc. November 2012 - October 2013
Eagle Market Makers July 2008 - March 2012
Bridgewater Associates September 2005 - June 2008
UBS June 2004 - August 2004
Office of Senator Peter Fitzgerald March 2003 - June 2003
Skills
Game Theory, Financial Markets, Macroeconomics, Microeconomics, Commodity Markets, Trend Following, Foreign Languages, Sports, Foreign Exchange
Education
Dartmouth College 2001 — 2005
Bachelor's degree, Economics, 3.64
Dorman Trading LLC March 2012 - Present
JPD Enterprises, Inc. November 2012 - October 2013
Eagle Market Makers July 2008 - March 2012
Bridgewater Associates September 2005 - June 2008
UBS June 2004 - August 2004
Office of Senator Peter Fitzgerald March 2003 - June 2003
Skills
Game Theory, Financial Markets, Macroeconomics, Microeconomics, Commodity Markets, Trend Following, Foreign Languages, Sports, Foreign Exchange
Education
Dartmouth College 2001 — 2005
Bachelor's degree, Economics, 3.64
Ahmad Rana's UBS Experience June 2012 - August 2012
Job Investment Banking Analyst, M&A at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray May 2013 - August 2013
UBS June 2012 - August 2012
Hughes Hubbard & Reed LLP May 2010 - July 2010
Skills
Investment Banking, Economics, Valuation, Research, Macroeconomics, Financial Modeling, Data Analysis
Education
Davidson College 2010 — 2014
Piper Jaffray May 2013 - August 2013
UBS June 2012 - August 2012
Hughes Hubbard & Reed LLP May 2010 - July 2010
Skills
Investment Banking, Economics, Valuation, Research, Macroeconomics, Financial Modeling, Data Analysis
Education
Davidson College 2010 — 2014
David L Ameen, CCIM David L Ameen, CCIM's UBS Experience 1990 - 2001
Job Sr. Luxury Vacation Counselor @ Hilton Grand Vacations
Industry Real Estate
Experience
Hilton Grand Vacations June 2011 - Present
Hawaii Commercial Real Estate, LLC 2010 - July 2011
Fenton Realty, Inc October 1976 - 2011
Cooper Commercial Real Estate Group, Ltd June 2006 - July 2010
UBS 1990 - 2001
E F Hutton Securities 1987 - 1990
Skills
Real Estate, Investors, Investment Properties, Real Estate Transactions, Sellers, Asset Management, Corporate Real Estate, Leases, Disposition, Social Media Marketing, Finance, Brokerage, Commercial Real Estate, Property Management, Hotels, Sales, Investments, Landlords, Real Estate Development, Negotiation, Dispositions
Education
Delta College
Business Administration
Ferris State University
Business Administration
University of Michigan
Real Estate
Hilton Grand Vacations June 2011 - Present
Hawaii Commercial Real Estate, LLC 2010 - July 2011
Fenton Realty, Inc October 1976 - 2011
Cooper Commercial Real Estate Group, Ltd June 2006 - July 2010
UBS 1990 - 2001
E F Hutton Securities 1987 - 1990
Skills
Real Estate, Investors, Investment Properties, Real Estate Transactions, Sellers, Asset Management, Corporate Real Estate, Leases, Disposition, Social Media Marketing, Finance, Brokerage, Commercial Real Estate, Property Management, Hotels, Sales, Investments, Landlords, Real Estate Development, Negotiation, Dispositions
Education
Delta College
Business Administration
Ferris State University
Business Administration
University of Michigan
Real Estate
Steve Cadenhead Steve Cadenhead's UBS Experience September 1994 - June 1999
Job at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2010 - Present
Residential Mezzanine Capital May 2008 - June 2010
Swiss Re April 2008 - July 2008
Merrill Lynch July 1999 - February 2008
UBS September 1994 - June 1999
Bear Stearns January 1992 - August 1994
Nomura August 1990 - January 1992
First Interstate September 1986 - July 1990
Bank of America July 1984 - August 1986
Skills
Mortgage, Derivatives, ABS, Real Estate, Residential Mortgages, Investments, Loans, Valuation, Real Estate Economics, Risk Management, Banking, Real Estate Transactions, Market Risk, Mortgage Lending, Fixed Income, Capital Markets, Equities, Financial Risk, Options, Swaps, Credit Derivatives, Credit Risk, Financial Modeling, Structured Products, Securities, Trading, Securitization, Finance
Education
UCLA Anderson School of Management 1982 — 1984
MBA, Finance
Davidson College 1977 — 1979
BA, German
Deutsche Bank July 2010 - Present
Residential Mezzanine Capital May 2008 - June 2010
Swiss Re April 2008 - July 2008
Merrill Lynch July 1999 - February 2008
UBS September 1994 - June 1999
Bear Stearns January 1992 - August 1994
Nomura August 1990 - January 1992
First Interstate September 1986 - July 1990
Bank of America July 1984 - August 1986
Skills
Mortgage, Derivatives, ABS, Real Estate, Residential Mortgages, Investments, Loans, Valuation, Real Estate Economics, Risk Management, Banking, Real Estate Transactions, Market Risk, Mortgage Lending, Fixed Income, Capital Markets, Equities, Financial Risk, Options, Swaps, Credit Derivatives, Credit Risk, Financial Modeling, Structured Products, Securities, Trading, Securitization, Finance
Education
UCLA Anderson School of Management 1982 — 1984
MBA, Finance
Davidson College 1977 — 1979
BA, German
Jeremy Schneider Jeremy Schneider's UBS Experience June 2008 - August 2009
Job Database Engineering Lead at Oracle CPQ Cloud
Industry Information Technology and Services
Experience
Oracle CPQ Cloud May 2013 - Present
Pythian July 2012 - April 2013
Ardent Performance Computing August 2009 - July 2012
UBS June 2008 - August 2009
IT Convergence November 2006 - March 2008
GE Healthcare August 2005 - May 2006
The ASU Group December 2000 - August 2005
Hebron school July 2001 - December 2001
The Way Corporation May 1996 - August 1998
Skills
Oracle, Performance Tuning, Linux, Cluster, Oracle RAC, SQL Tuning, PL/SQL, Solaris, High Availability, Database Design, Data Warehousing, Unix, Oracle E-Business Suite, Data Migration, Disaster Recovery, Database Administration, RMAN, Databases, Oracle Applications, Shell Scripting, Unix Shell Scripting, HP-UX
Education
DePaul University 2005 — 2010
Bachelor of Science
Spring Arbor University 1998 — 2000
Oracle CPQ Cloud May 2013 - Present
Pythian July 2012 - April 2013
Ardent Performance Computing August 2009 - July 2012
UBS June 2008 - August 2009
IT Convergence November 2006 - March 2008
GE Healthcare August 2005 - May 2006
The ASU Group December 2000 - August 2005
Hebron school July 2001 - December 2001
The Way Corporation May 1996 - August 1998
Skills
Oracle, Performance Tuning, Linux, Cluster, Oracle RAC, SQL Tuning, PL/SQL, Solaris, High Availability, Database Design, Data Warehousing, Unix, Oracle E-Business Suite, Data Migration, Disaster Recovery, Database Administration, RMAN, Databases, Oracle Applications, Shell Scripting, Unix Shell Scripting, HP-UX
Education
DePaul University 2005 — 2010
Bachelor of Science
Spring Arbor University 1998 — 2000
Sergei Kozyrenko Sergei Kozyrenko's UBS Experience June 2010 - May 2012
Job CTO at Parknav
Industry Computer Software
Experience
Parknav May 2010 - Present
TandemSeven May 2012 - January 2015
UBS June 2010 - May 2012
Kaplan Professional January 2006 - June 2010
Me, Myself & I June 2003 - May 2010
Argonne National Laboratory April 2004 - January 2006
Chicago Mercantile Exchange June 2003 - March 2004
Velkat IT Solutions January 2003 - May 2003
Skills
Java, SQL, JUnit, Java Enterprise Edition, XML, JSP, Linux, Software Development, Android, Spring, Web Services, REST, MySQL, Ant, Agile Methodologies, Core Java, OOP, Hibernate, Eclipse, Web Applications, Scrum, JBoss Application Server, Oracle, PHP, Spring Framework, Swing, Servlets, Subversion, JavaScript, Tomcat, JSF, SOA, Git, J2EE, Agile, XSLT, Scala, Play Framework, Apache Spark, HBase, PostgreSQL
Education
DePaul University 2003 — 2005
M.S., Computer Science
DePaul University 2000 — 2003
B.S., Computer Science
Parknav May 2010 - Present
TandemSeven May 2012 - January 2015
UBS June 2010 - May 2012
Kaplan Professional January 2006 - June 2010
Me, Myself & I June 2003 - May 2010
Argonne National Laboratory April 2004 - January 2006
Chicago Mercantile Exchange June 2003 - March 2004
Velkat IT Solutions January 2003 - May 2003
Skills
Java, SQL, JUnit, Java Enterprise Edition, XML, JSP, Linux, Software Development, Android, Spring, Web Services, REST, MySQL, Ant, Agile Methodologies, Core Java, OOP, Hibernate, Eclipse, Web Applications, Scrum, JBoss Application Server, Oracle, PHP, Spring Framework, Swing, Servlets, Subversion, JavaScript, Tomcat, JSF, SOA, Git, J2EE, Agile, XSLT, Scala, Play Framework, Apache Spark, HBase, PostgreSQL
Education
DePaul University 2003 — 2005
M.S., Computer Science
DePaul University 2000 — 2003
B.S., Computer Science
Jarrett Abraham's UBS Experience September 2010 - June 2011
Job Knowledge Analyst at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group Credit Portfolio ManagerNorthern Trust CorporationAugust 2012 - July 2015
Northern Trust Corporation August 2012 - September 2013
Morningstar October 2011 - June 2012
Saica Group June 2011 - September 2011
UBS September 2010 - June 2011
Jameson Real Estate May 2010 - September 2010
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg Terminal, Microsoft Word, Credit Analysis, Strategic Planning, Risk Assessment
Education
DePaul University 2008 — 2012
Bachelor's degree, Finance
Cranbrook Kingswood 2004 — 2008
The Boston Consulting Group Credit Portfolio ManagerNorthern Trust CorporationAugust 2012 - July 2015
Northern Trust Corporation August 2012 - September 2013
Morningstar October 2011 - June 2012
Saica Group June 2011 - September 2011
UBS September 2010 - June 2011
Jameson Real Estate May 2010 - September 2010
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg Terminal, Microsoft Word, Credit Analysis, Strategic Planning, Risk Assessment
Education
DePaul University 2008 — 2012
Bachelor's degree, Finance
Cranbrook Kingswood 2004 — 2008
Kristen Clifford's UBS Experience September 2014 - Present
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS September 2014 - Present
Greenhill & Co. July 2013 - August 2014
Bank of America June 2012 - August 2012
The Tucker Foundation at Dartmouth College March 2011 - June 2012
Bank of America January 2012 - March 2012
Dartmouth College Rockefeller Center for Public Policy and Social Sciences September 2010 - March 2011
Erday & Company Wealth Management Advisors July 2010 - September 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Research, Stata, Spanish, Fundraising, Microsoft Office, PowerPoint, Event Planning, Public Speaking, Social Media, Non-profits, Market Research, Event Management
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.)
UBS September 2014 - Present
Greenhill & Co. July 2013 - August 2014
Bank of America June 2012 - August 2012
The Tucker Foundation at Dartmouth College March 2011 - June 2012
Bank of America January 2012 - March 2012
Dartmouth College Rockefeller Center for Public Policy and Social Sciences September 2010 - March 2011
Erday & Company Wealth Management Advisors July 2010 - September 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Research, Stata, Spanish, Fundraising, Microsoft Office, PowerPoint, Event Planning, Public Speaking, Social Media, Non-profits, Market Research, Event Management
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.)
Michelle Whitman's UBS Experience November 2001 - February 2009
Job
Industry Financial Services
Experience
Morgan Stanley 2009 - 2015
UBS November 2001 - February 2009
Skills
Financial Analysis, Investments, Risk Management, Customer Service, Microsoft Office, Banking, Portfolio Management, Leadership, Financial Services, Project Management, Mutual Funds, Relationship Management, Asset Management, Financial Planning, Equities, Insurance, Finance, Retirement Planning, Microsoft Excel, Series 7
Education
Delgado Community College 1981 — 1983
John Ehert High School 1976 — 1980
Morgan Stanley 2009 - 2015
UBS November 2001 - February 2009
Skills
Financial Analysis, Investments, Risk Management, Customer Service, Microsoft Office, Banking, Portfolio Management, Leadership, Financial Services, Project Management, Mutual Funds, Relationship Management, Asset Management, Financial Planning, Equities, Insurance, Finance, Retirement Planning, Microsoft Excel, Series 7
Education
Delgado Community College 1981 — 1983
John Ehert High School 1976 — 1980
Jason Lu's UBS Experience May 1998 - April 2000
Job Sr Director, Risk PD at PayPal
Industry Financial Services
Experience
PayPal September 2009 - June 2014
1st Financial Bank USA June 2003 - September 2009
Reuters/TIBCO Finance April 2000 - May 2003
UBS May 1998 - April 2000
Sapient April 1997 - May 1998
FWS, Chicago Board of Trade, SBC Warburg July 1991 - March 1997
Skills
Mobile, SaaS, ACH, Web Security, Web Applications, Enterprise Software, Software Engineering, SOA, Risk Management, Management, Software Development, E-commerce, Financial Services, Big Data, Leadership, AJAX, Agile Methodologies, CRM, Cross-functional Team..., Distributed Systems, Internet Security, Java Enterprise Edition, Mobile Devices, Perl, SDLC, Scalability, Scrum, Software Project..., Team Leadership, Web Development, Cloud Computing, Agile Project Management, Product Management
Education
DePaul University 1989 — 1991
MS
University of Science and Technology Beijing 1982 — 1986
BS
PayPal September 2009 - June 2014
1st Financial Bank USA June 2003 - September 2009
Reuters/TIBCO Finance April 2000 - May 2003
UBS May 1998 - April 2000
Sapient April 1997 - May 1998
FWS, Chicago Board of Trade, SBC Warburg July 1991 - March 1997
Skills
Mobile, SaaS, ACH, Web Security, Web Applications, Enterprise Software, Software Engineering, SOA, Risk Management, Management, Software Development, E-commerce, Financial Services, Big Data, Leadership, AJAX, Agile Methodologies, CRM, Cross-functional Team..., Distributed Systems, Internet Security, Java Enterprise Edition, Mobile Devices, Perl, SDLC, Scalability, Scrum, Software Project..., Team Leadership, Web Development, Cloud Computing, Agile Project Management, Product Management
Education
DePaul University 1989 — 1991
MS
University of Science and Technology Beijing 1982 — 1986
BS
Brian Donnelly's UBS Experience September 2002 - April 2006
Job
Industry Capital Markets
Experience
Volant Trading August 2006 - Present
UBS September 2002 - April 2006
International Securities Exchange March 2005 - March 2006
Goldman Sachs September 1999 - August 2002
Hull Trading Company January 1994 - August 2002
Skills
Electronic Trading, Trading Systems, Options, Equity Derivatives, Equities, Derivatives, Trading, Equity Trading, Market Making, Proprietary Trading, Volatility, Financial Markets, Trading Strategies, Market Data
Education
The George Washington University 1990 — 1992
MA (not rec'd), International Affairs
Denison University 1986 — 1990
BA, Economics
Københavns Universitet / University of Copenhagen 1988 — 1989
Volant Trading August 2006 - Present
UBS September 2002 - April 2006
International Securities Exchange March 2005 - March 2006
Goldman Sachs September 1999 - August 2002
Hull Trading Company January 1994 - August 2002
Skills
Electronic Trading, Trading Systems, Options, Equity Derivatives, Equities, Derivatives, Trading, Equity Trading, Market Making, Proprietary Trading, Volatility, Financial Markets, Trading Strategies, Market Data
Education
The George Washington University 1990 — 1992
MA (not rec'd), International Affairs
Denison University 1986 — 1990
BA, Economics
Københavns Universitet / University of Copenhagen 1988 — 1989
Ashish Mittal's UBS Experience November 2010 - Present
Job Director, Rates and Credit IT at UBS
Industry Information Technology and Services
Experience
UBS November 2010 - Present
Sapient Global Markets October 2000 - November 2010
Sapient Global Markets 2006 - 2008
Sapient 2003 - 2006
Sapient 2000 - 2002
Cambridge Technology Partners 2000 - 2000
Skills
Global Delivery, IT Strategy, Solution Architecture, Business Analysis, Enterprise Architecture, Program Management, Software Project..., Offshoring, SDLC, Requirements Analysis, Pre-sales, Trading Systems, Agile Methodologies, Vendor Management, Emerging Markets, Murex, Outsourcing, Fixed Income, Risk Management, Credit Derivatives, Integration, FX Options, Capital Markets, PMO, Business Process, Investment Banking, Trading, Interest Rate..., Structured Products, Stakeholder Management, Swaps, Commodity, Financial Services, Bonds, Management
Education
Indian Institute of Management, Calcutta 1998 — 2000
MBA, Finance, IT
Delhi College of Engineering 1994 — 1998
BE, Electrical
UBS November 2010 - Present
Sapient Global Markets October 2000 - November 2010
Sapient Global Markets 2006 - 2008
Sapient 2003 - 2006
Sapient 2000 - 2002
Cambridge Technology Partners 2000 - 2000
Skills
Global Delivery, IT Strategy, Solution Architecture, Business Analysis, Enterprise Architecture, Program Management, Software Project..., Offshoring, SDLC, Requirements Analysis, Pre-sales, Trading Systems, Agile Methodologies, Vendor Management, Emerging Markets, Murex, Outsourcing, Fixed Income, Risk Management, Credit Derivatives, Integration, FX Options, Capital Markets, PMO, Business Process, Investment Banking, Trading, Interest Rate..., Structured Products, Stakeholder Management, Swaps, Commodity, Financial Services, Bonds, Management
Education
Indian Institute of Management, Calcutta 1998 — 2000
MBA, Finance, IT
Delhi College of Engineering 1994 — 1998
BE, Electrical
Kimberly Salem's UBS Experience November 2004 - March 2006
Job Photographer and Owner at Kimberly Salem Photography
Industry Photography
John Sweeny's UBS Experience January 1999 - October 2004
Job Supplier Manager at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank November 2014 - Present
Olenick & Associates November 2012 - November 2014
Olenick & Associates November 2012 - November 2014
Digital Staffing September 2009 - November 2012
Digital Staffing April 2009 - September 2009
Citigroup January 2006 - April 2007
Citigroup October 2004 - January 2006
UBS January 1999 - October 2004
Accenture 1996 - 1998
Skills
Program Management, Project Management, PMP, Enterprise Architecture, Governance, Security, Testing, Strategy, Leadership, Banking, Business Continuity, Human Resources, Financial Services
Education
DePaul University 2010 — 2013
MS, Computer Science
Florida State University 1991 — 1995
Bachelor of Fine Arts (BFA), Theatre/Theatre Arts Management
Apptio
BMO Harris Bank November 2014 - Present
Olenick & Associates November 2012 - November 2014
Olenick & Associates November 2012 - November 2014
Digital Staffing September 2009 - November 2012
Digital Staffing April 2009 - September 2009
Citigroup January 2006 - April 2007
Citigroup October 2004 - January 2006
UBS January 1999 - October 2004
Accenture 1996 - 1998
Skills
Program Management, Project Management, PMP, Enterprise Architecture, Governance, Security, Testing, Strategy, Leadership, Banking, Business Continuity, Human Resources, Financial Services
Education
DePaul University 2010 — 2013
MS, Computer Science
Florida State University 1991 — 1995
Bachelor of Fine Arts (BFA), Theatre/Theatre Arts Management
Apptio
Jamie Matlack's UBS Experience 1992 - 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Barcap 2007 - Present
Barclay's 2007 - Present
barclays captial 2007 - Present
Barclays 2007 - Present
Barclays Capital 2007 - Present
UBS 1992 - 2007
Positran Inc. 1983 - 1988
Education
DePaul University
Barcap 2007 - Present
Barclay's 2007 - Present
barclays captial 2007 - Present
Barclays 2007 - Present
Barclays Capital 2007 - Present
UBS 1992 - 2007
Positran Inc. 1983 - 1988
Education
DePaul University
Michael Wojciechowski's UBS Experience February 2000 - August 2001
Job Lead Network Engineer at Eagle Seven
Industry Financial Services
Experience
Eagle Seven December 2014 - Present
IMC Financial Markets - Chicago June 2013 - November 2014
IMC Financial Markets - Chicago July 2008 - June 2013
Penson Financial Services November 2002 - July 2008
Goldenberg, Hehmeyer & Co. November 2002 - February 2007
DaimlerChrysler Services February 2002 - November 2002
UBS February 2000 - August 2001
Education
DePaul University 1996 — 2000
Eagle Seven December 2014 - Present
IMC Financial Markets - Chicago June 2013 - November 2014
IMC Financial Markets - Chicago July 2008 - June 2013
Penson Financial Services November 2002 - July 2008
Goldenberg, Hehmeyer & Co. November 2002 - February 2007
DaimlerChrysler Services February 2002 - November 2002
UBS February 2000 - August 2001
Education
DePaul University 1996 — 2000
Christina De Giuseppe, CFA's UBS Experience October 2013 - October 2014
Job Product Manager at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management November 2014 - Present
UBS October 2013 - October 2014
Chicago Equity Partners November 2007 - October 2013
ABN AMRO Asset Management May 2006 - November 2007
LaSalle Bank December 2001 - May 2006
Northern Trust January 1999 - December 2001
Skills
Portfolio Management, Bloomberg, Equities, Fixed Income, Asset Management, Hedge Funds, Investment Management, Capital Markets, Securities, Asset Allocation, Investments, Financial Analysis, Alternative Investments, Risk Management, Investment Strategies, Financial Modeling, Analysis, Due Diligence
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Strategy Execution and Valuation and Leadership and Change Management
DePaul University 1994 — 1998
BS, Finance
BMO Global Asset Management November 2014 - Present
UBS October 2013 - October 2014
Chicago Equity Partners November 2007 - October 2013
ABN AMRO Asset Management May 2006 - November 2007
LaSalle Bank December 2001 - May 2006
Northern Trust January 1999 - December 2001
Skills
Portfolio Management, Bloomberg, Equities, Fixed Income, Asset Management, Hedge Funds, Investment Management, Capital Markets, Securities, Asset Allocation, Investments, Financial Analysis, Alternative Investments, Risk Management, Investment Strategies, Financial Modeling, Analysis, Due Diligence
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Strategy Execution and Valuation and Leadership and Change Management
DePaul University 1994 — 1998
BS, Finance
Tony DelCarmine's UBS Experience 1997 - August 2007
Job Director at CastleOak Securities, L.P
Industry Financial Services
Experience
CastleOak Securities, L.P. June 2015 - Present
Fidelity Capital Markets June 2009 - December 2014
Thomas Weisel Partners July 2007 - February 2009
UBS Investment Bank May 1997 - August 2007
UBS 1997 - August 2007
Skills
Program Trading, Equity Trading, Hedge Funds, Series 7, Trading, Bloomberg, Electronic Trading, Capital Markets, Options, Risk Management, Securities, Equities, Credit Derivatives, Equity Derivatives, Derivatives, Trading Systems, Trading Strategies, Financial Markets, Fixed Income, Series 63
Education
Dartmouth College 1990 — 1994
Political Science
GCDS
CastleOak Securities, L.P. June 2015 - Present
Fidelity Capital Markets June 2009 - December 2014
Thomas Weisel Partners July 2007 - February 2009
UBS Investment Bank May 1997 - August 2007
UBS 1997 - August 2007
Skills
Program Trading, Equity Trading, Hedge Funds, Series 7, Trading, Bloomberg, Electronic Trading, Capital Markets, Options, Risk Management, Securities, Equities, Credit Derivatives, Equity Derivatives, Derivatives, Trading Systems, Trading Strategies, Financial Markets, Fixed Income, Series 63
Education
Dartmouth College 1990 — 1994
Political Science
GCDS
Fazal Aslam's UBS Experience 2002 - 2003
Job Developer at Lehman Brothers
Industry Financial Services
Fernando Mireles's UBS Experience July 1996 - December 1997
Job AVP Securitized Products Sales Assistant
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers December 1997 - September 2008
UBS July 1996 - December 1997
Salomon Brothers (Citigroup) September 1986 - July 1996
Skills
Bloomberg, Fixed Income, Series 7, Trading Systems, Capital Markets, Derivatives, Financial Modeling, Trading, Risk Management, Investment Banking, Data Analysis, Financial Analysis, Mutual Funds, Hedge Funds, Asset Management, Interest Rate..., Equities, SQL, Options, Portfolio Management, Alternative Investments, Investments, Financial Markets, Analysis, Credit Derivatives, Business Analysis, Securities, Bonds
Education
DePaul University
Finance
Barclays Capital September 2008 - Present
Lehman Brothers December 1997 - September 2008
UBS July 1996 - December 1997
Salomon Brothers (Citigroup) September 1986 - July 1996
Skills
Bloomberg, Fixed Income, Series 7, Trading Systems, Capital Markets, Derivatives, Financial Modeling, Trading, Risk Management, Investment Banking, Data Analysis, Financial Analysis, Mutual Funds, Hedge Funds, Asset Management, Interest Rate..., Equities, SQL, Options, Portfolio Management, Alternative Investments, Investments, Financial Markets, Analysis, Credit Derivatives, Business Analysis, Securities, Bonds
Education
DePaul University
Finance
Chong Suh's UBS Experience 2005 - 2006
Job Hedge Fund Administration Team Leader at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2010 - March 2011
Northern Trust July 2008 - March 2010
Northern Trust February 2007 - June 2008
HSBC December 2006 - January 2007
UBS 2005 - 2006
National Securities 2005 - 2005
Citigroup 2003 - 2003
Skills
Fixed Income, Hedge Funds, Fund Accounting, Mutual Funds, Equities, Bloomberg, Securities, Fund Administration, Fund Of Funds, Asset Management, Auditing, Investment Banking, Internal Audit, Finance, Derivatives, Alternative Investments
Education
DePaul University 2002 — 2006
BS, Finance/Management
Northern Trust February 2010 - March 2011
Northern Trust July 2008 - March 2010
Northern Trust February 2007 - June 2008
HSBC December 2006 - January 2007
UBS 2005 - 2006
National Securities 2005 - 2005
Citigroup 2003 - 2003
Skills
Fixed Income, Hedge Funds, Fund Accounting, Mutual Funds, Equities, Bloomberg, Securities, Fund Administration, Fund Of Funds, Asset Management, Auditing, Investment Banking, Internal Audit, Finance, Derivatives, Alternative Investments
Education
DePaul University 2002 — 2006
BS, Finance/Management
Peyton Marshall's UBS Experience 1995 - 1997
Job Chairman & CEO, LeveragePoint Innovations Inc.
Industry Biotechnology
Experience
LeveragePoint Innovations Inc. January 2010 - Present
Miscellaneous 2007 - Present
Aprexis Health Solutions August 2011 - March 2013
Foldrx Pharmaceuticals June 2009 - June 2011
Therasis Inc. November 2009 - February 2011
Panacos Pharmaceuticals 2005 - 2007
EPIX Pharmaceuticals 2002 - 2005
The Medicines Company 1997 - 2002
UBS 1995 - 1997
Goldman Sachs July 1986 - January 1995
Skills
Mergers, Due Diligence, Venture Capital, Corporate Development, Financial Modeling, Strategic Planning, Financial Analysis, Investor Relations, SEC filings, Start-ups, Corporate Finance, Private Equity, Valuation, Strategy, Executive Management, Strategic Partnerships, Entrepreneurship, Acquisition Integration, Competitive Analysis, M&A experience, Mergers & Acquisitions, Finance, Business Strategy, IPO, Investment Banking, Risk Management
Education
Massachusetts Institute of Technology 1977 — 1981
PhD, Economics
Davidson College 1973 — 1977
AB, Economics
LeveragePoint Innovations Inc. January 2010 - Present
Miscellaneous 2007 - Present
Aprexis Health Solutions August 2011 - March 2013
Foldrx Pharmaceuticals June 2009 - June 2011
Therasis Inc. November 2009 - February 2011
Panacos Pharmaceuticals 2005 - 2007
EPIX Pharmaceuticals 2002 - 2005
The Medicines Company 1997 - 2002
UBS 1995 - 1997
Goldman Sachs July 1986 - January 1995
Skills
Mergers, Due Diligence, Venture Capital, Corporate Development, Financial Modeling, Strategic Planning, Financial Analysis, Investor Relations, SEC filings, Start-ups, Corporate Finance, Private Equity, Valuation, Strategy, Executive Management, Strategic Partnerships, Entrepreneurship, Acquisition Integration, Competitive Analysis, M&A experience, Mergers & Acquisitions, Finance, Business Strategy, IPO, Investment Banking, Risk Management
Education
Massachusetts Institute of Technology 1977 — 1981
PhD, Economics
Davidson College 1973 — 1977
AB, Economics
Christina Keitt-Chaney Senior Relationship Manager's UBS Experience December 2000 - September 2001
Job Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
JPMorgan Chase December 2007 - June 2013
Albridge Solutions, Inc, a PNC Company 2004 - December 2007
UBS December 2000 - September 2001
American Express January 1998 - December 2000
Merrill Lynch March 1995 - December 1997
Skills
CRM, Strategy, Management, Leadership, Financial Services, Project Management, Contract Negotiation, Six Sigma, Relationship Management, Finance, Credit, Financial Analysis, Business Process..., New Business Development, Banking, P&L Financial Management, Foreign Exchange, Global Management, Commercial Banking, Portfolio Management, Risk Management, Sales, Cash Management, Business Analysis, Loans, Business Development, Executive Management, Credit Analysis, Investments, Commercial Lending, Vendor Management
Education
University of Phoenix 2004 — 2007
MBA, Finance and Global Management
New Jersey Institute of Technology 1999 — 2000
Graduate Certificate, E-Commerce Technology
Delaware State University 1992 — 1995
BA, Political Science-Pre Law
Wells Fargo June 2013 - Present
JPMorgan Chase December 2007 - June 2013
Albridge Solutions, Inc, a PNC Company 2004 - December 2007
UBS December 2000 - September 2001
American Express January 1998 - December 2000
Merrill Lynch March 1995 - December 1997
Skills
CRM, Strategy, Management, Leadership, Financial Services, Project Management, Contract Negotiation, Six Sigma, Relationship Management, Finance, Credit, Financial Analysis, Business Process..., New Business Development, Banking, P&L Financial Management, Foreign Exchange, Global Management, Commercial Banking, Portfolio Management, Risk Management, Sales, Cash Management, Business Analysis, Loans, Business Development, Executive Management, Credit Analysis, Investments, Commercial Lending, Vendor Management
Education
University of Phoenix 2004 — 2007
MBA, Finance and Global Management
New Jersey Institute of Technology 1999 — 2000
Graduate Certificate, E-Commerce Technology
Delaware State University 1992 — 1995
BA, Political Science-Pre Law
Jonathan Jungk's UBS Experience 2003 - 2004
Job Trader at Webster Capital
Industry Financial Services
Experience
Webster Capital December 2013 - Present
Infinium Capital Management January 2010 - December 2013
Fox River Financial Resources October 2007 - December 2009
Calamos Investments June 2004 - May 2007
UBS 2003 - 2004
Skills
Trading Systems, Series 7, Portfolio Management, Equities, Electronic Trading, Derivatives
Education
Northern Illinois University 2005 — 2007
M.B.A
DePaul University 2002 — 2004
B.S., Finance
University of Illinois at Urbana-Champaign
Waubonsie Valley
Webster Capital December 2013 - Present
Infinium Capital Management January 2010 - December 2013
Fox River Financial Resources October 2007 - December 2009
Calamos Investments June 2004 - May 2007
UBS 2003 - 2004
Skills
Trading Systems, Series 7, Portfolio Management, Equities, Electronic Trading, Derivatives
Education
Northern Illinois University 2005 — 2007
M.B.A
DePaul University 2002 — 2004
B.S., Finance
University of Illinois at Urbana-Champaign
Waubonsie Valley
Kevin Bilz's UBS Experience February 2001 - March 2001
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2007 - Present
Morgan Stanley June 2000 - Present
UBS February 2001 - March 2001
Skills
Electronic Trading, Trading Systems, Low Latency, Equities, Exchange Connectivity, Market Data, Equity Derivatives, Fixed Income, Derivatives, Trading System, Equity Trading, Investment Banking, Trading, Reference Data, Middle Office
Education
Dekalb Technical College 1997 — 1999
Morgan Stanley December 2007 - Present
Morgan Stanley June 2000 - Present
UBS February 2001 - March 2001
Skills
Electronic Trading, Trading Systems, Low Latency, Equities, Exchange Connectivity, Market Data, Equity Derivatives, Fixed Income, Derivatives, Trading System, Equity Trading, Investment Banking, Trading, Reference Data, Middle Office
Education
Dekalb Technical College 1997 — 1999
Deepali Mohan's UBS Experience September 2006 - Present
Job Lead Associate at UBS
Industry Information Technology and Services
Experience
UBS September 2006 - Present
CBCInnovis March 2005 - July 2006
Web Commerce India Lt August 2002 - January 2004
Siemens January 2002 - July 2002
Education
CDAC
DAC, Diploma in Advanced Computing
Delhi University 1998 — 2002
BS, Information Technology & Engineering
Ahlcon Public school
UBS September 2006 - Present
CBCInnovis March 2005 - July 2006
Web Commerce India Lt August 2002 - January 2004
Siemens January 2002 - July 2002
Education
CDAC
DAC, Diploma in Advanced Computing
Delhi University 1998 — 2002
BS, Information Technology & Engineering
Ahlcon Public school
Don Schwarz's UBS Experience January 1999 - June 2006
Job Senior Staff Software Engineer at Google
Industry Internet
Experience
Google July 2006 - Present
UBS January 1999 - June 2006
Education
Luther High School North 1994 — 1998
DePaul University
BS, Computer Science
Google July 2006 - Present
UBS January 1999 - June 2006
Education
Luther High School North 1994 — 1998
DePaul University
BS, Computer Science
Michael Tellis's UBS Experience August 2014 - Present
Job
Industry Investment Banking
Experience
UBS August 2014 - Present
Deutsche Bank December 2013 - August 2014
UBS Investment Bank December 2010 - December 2013
Wells Fargo March 2009 - December 2010
Wachovia Securities, LLC June 2007 - March 2009
American City Business Journals May 2006 - August 2006
Skills
Valuation, Portfolio Management, Due Diligence, Mergers & Acquisitions, Capital Markets, Private Equity, Financial Analysis, Finance, Credit, Investments, Banking, Credit Risk
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA) Candidate
Davidson College 2003 — 2007
Economics
UBS August 2014 - Present
Deutsche Bank December 2013 - August 2014
UBS Investment Bank December 2010 - December 2013
Wells Fargo March 2009 - December 2010
Wachovia Securities, LLC June 2007 - March 2009
American City Business Journals May 2006 - August 2006
Skills
Valuation, Portfolio Management, Due Diligence, Mergers & Acquisitions, Capital Markets, Private Equity, Financial Analysis, Finance, Credit, Investments, Banking, Credit Risk
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA) Candidate
Davidson College 2003 — 2007
Economics
Craig Billesbach's UBS Experience 1990 - 2000
Job Sr. Systems Administrator at Oracle
Industry Banking
Experience
Oracle April 2015 - Present
Northern Trust February 2000 - February 2015
UBS Investment Bank 1990 - 2000
Perot-UBS-WDR-SBC-SBC/OC-OCA 1990 - 2000
UBS 1990 - 2000
Skills
Vendor Management, Equities, Derivatives, Risk Management, Portfolio Management, Fixed Income, Unix, Capital Markets, Trading Systems, Financial Services, Options, SDLC, Hedge Funds, Financial Markets, Back Office, FX Options, Investment Banking, Banking, Financial Risk, Trading, Asset Management, Business Analysis
Education
DePaul University 1976 — 1980
Computer Science
Oracle April 2015 - Present
Northern Trust February 2000 - February 2015
UBS Investment Bank 1990 - 2000
Perot-UBS-WDR-SBC-SBC/OC-OCA 1990 - 2000
UBS 1990 - 2000
Skills
Vendor Management, Equities, Derivatives, Risk Management, Portfolio Management, Fixed Income, Unix, Capital Markets, Trading Systems, Financial Services, Options, SDLC, Hedge Funds, Financial Markets, Back Office, FX Options, Investment Banking, Banking, Financial Risk, Trading, Asset Management, Business Analysis
Education
DePaul University 1976 — 1980
Computer Science
Cameron Murg's UBS Experience September 2004 - September 2005
Job Director at Fifth Third Bank Structured Finance Group
Industry Banking
Experience
Fifth Third Bank - Structured Finance Group January 2014 - Present
Fifth Third Bank January 2010 - December 2013
Fifth Third Bank - Structured Finance Group June 2008 - December 2009
Fifth Third Bank July 2006 - July 2008
UBS September 2004 - September 2005
Skills
Financial Modeling, Private Equity, Structured Finance, Financial Structuring, Portfolio Management, Debt Restructuring, Finance, Cash Flow, Loans, Asset Based Lending, Forecasting, Cash Management, Credit Analysis, Financial Analysis, Commercial Lending, Acquisitions, Credit, Derivatives, Commercial Real Estate, Commercial Banking, Middle Market, Due Diligence, Mergers & Acquisitions, Corporate Finance, Underwriting
Education
DePaul University 2002 — 2006
B.S., Finance & Honors Marketing (Integrated Marketing Education)
Grosse Pointe South High School 1997 — 2001
Fifth Third Bank - Structured Finance Group January 2014 - Present
Fifth Third Bank January 2010 - December 2013
Fifth Third Bank - Structured Finance Group June 2008 - December 2009
Fifth Third Bank July 2006 - July 2008
UBS September 2004 - September 2005
Skills
Financial Modeling, Private Equity, Structured Finance, Financial Structuring, Portfolio Management, Debt Restructuring, Finance, Cash Flow, Loans, Asset Based Lending, Forecasting, Cash Management, Credit Analysis, Financial Analysis, Commercial Lending, Acquisitions, Credit, Derivatives, Commercial Real Estate, Commercial Banking, Middle Market, Due Diligence, Mergers & Acquisitions, Corporate Finance, Underwriting
Education
DePaul University 2002 — 2006
B.S., Finance & Honors Marketing (Integrated Marketing Education)
Grosse Pointe South High School 1997 — 2001
Srividya Sriram's UBS Experience October 2006 - July 2008
Job Certified Scrum Master, Project Manager/Coordinator, QA
Industry Information Technology and Services
Experience
KL Software Technologies May 2012 - Present
GE Treasury Group, Stamford November 2008 - June 2009
UBS October 2006 - July 2008
Skills
Change Management, Program Management, Middle Office, Business Analysis, SharePoint, Outsourcing, Financial Services, Requirements Gathering, Vendor Management, IT Strategy, Project Management, Business Transformation, MS Project, Banking, Business Process, Derivatives, Management, Microsoft Project
Education
Delhi University 1999 — 2001
MBA, Management IT
KL Software Technologies May 2012 - Present
GE Treasury Group, Stamford November 2008 - June 2009
UBS October 2006 - July 2008
Skills
Change Management, Program Management, Middle Office, Business Analysis, SharePoint, Outsourcing, Financial Services, Requirements Gathering, Vendor Management, IT Strategy, Project Management, Business Transformation, MS Project, Banking, Business Process, Derivatives, Management, Microsoft Project
Education
Delhi University 1999 — 2001
MBA, Management IT
Anthony Mantucca's UBS Experience January 2003 - Present
Job Director, Software Asset Management at UBS
Industry Financial Services
Experience
UBS January 2003 - Present
Northwestern Mutual Financial Network June 2000 - August 2000
Skills
Software Asset..., IT Service Management, Virtualization, ITIL, Cloud Computing, FlexNet Management..., BMC Atrium Discovery..., Microsoft SCCM, Disaster Recovery, IT Management, Infrastructure, Vendor Management, Service Delivery, IT Operations, IT Outsourcing, Outsourcing, Enterprise Architecture, IT Strategy, SCCM, Business Analysis
Education
Elmhurst College 1999 — 2001
Bachelor of Science, Finance
DePaul University
Business Information Technology
UBS January 2003 - Present
Northwestern Mutual Financial Network June 2000 - August 2000
Skills
Software Asset..., IT Service Management, Virtualization, ITIL, Cloud Computing, FlexNet Management..., BMC Atrium Discovery..., Microsoft SCCM, Disaster Recovery, IT Management, Infrastructure, Vendor Management, Service Delivery, IT Operations, IT Outsourcing, Outsourcing, Enterprise Architecture, IT Strategy, SCCM, Business Analysis
Education
Elmhurst College 1999 — 2001
Bachelor of Science, Finance
DePaul University
Business Information Technology
Neelima Shandilya's UBS Experience September 2005 - April 2011
Job Senior Oracle DBA / Engineer at Walgreens
Industry Information Technology and Services
Experience
Walgreens January 2014 - Present
Datavail 2011 - 2013
UBS September 2005 - April 2011
Convergy's March 2005 - July 2005
Zee Telefilms Ltd June 2003 - January 2005
Education
Delhi University
BA, Economics
Walgreens January 2014 - Present
Datavail 2011 - 2013
UBS September 2005 - April 2011
Convergy's March 2005 - July 2005
Zee Telefilms Ltd June 2003 - January 2005
Education
Delhi University
BA, Economics
Scott Sodokoff's UBS Experience 2001 - 2007
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald November 2011 - Present
Citadel Securities June 2011 - September 2011
Piper Jaffray 2008 - June 2011
Bear Stearns 2007 - 2008
UBS 2001 - 2007
Prudential Securities 1987 - 2000
Skills
Bonds, Credit, Capital Markets, Project Finance, Hedge Funds, Fixed Income, Derivatives, Credit Analysis, Investments, Trading, Structured Finance, Equities, Investment Banking, Portfolio Management
Education
Dartmouth College 1983 — 1987
BA, Computer Science
Lawrenceville School 1981 — 1983
High School
Cantor Fitzgerald November 2011 - Present
Citadel Securities June 2011 - September 2011
Piper Jaffray 2008 - June 2011
Bear Stearns 2007 - 2008
UBS 2001 - 2007
Prudential Securities 1987 - 2000
Skills
Bonds, Credit, Capital Markets, Project Finance, Hedge Funds, Fixed Income, Derivatives, Credit Analysis, Investments, Trading, Structured Finance, Equities, Investment Banking, Portfolio Management
Education
Dartmouth College 1983 — 1987
BA, Computer Science
Lawrenceville School 1981 — 1983
High School
Carolyn Thur, CFP®'s UBS Experience 1993 - Present
Job Senior Vice President Wealth Management, Wealth Advisor, Portfolio Manager
Industry Financial Services
Experience
UBS 1993 - Present
Lehman Brothers September 1981 - December 1993
Merrill Lynch January 1980 - September 1981
Merrill Lynch September 1978 - December 1979
Skills
Structured Products, Wealth Management, Finance, Credit, Wealth Management..., Securities, Fixed Annuities, Trust Services, Asset Managment, Capital Markets, Fixed Income, Investment Strategies, ETFs, Series 7, Retirement, Uniform Combined State..., Hedge Funds, Bonds, Investment Management, Portfolio Management, Strategic Financial..., Investments, Municipal Bonds, Retirement Planning, Series 63, Series 65, Certified Financial..., Investment Advisory, Series 24, Separately Managed..., Banking, Management Consulting, FINRA, Alternative Investments, High Net Worth..., Marketing, Mutual Funds, Equities, Investment Banking, Asset Allocation
Education
DePaul University
Certified Financial Planner, CFP
University of Illinois at Chicago
CPA
University of Michigan 1974 — 1975
Bachelor of Business Administration (BBA), Accounting
UBS 1993 - Present
Lehman Brothers September 1981 - December 1993
Merrill Lynch January 1980 - September 1981
Merrill Lynch September 1978 - December 1979
Skills
Structured Products, Wealth Management, Finance, Credit, Wealth Management..., Securities, Fixed Annuities, Trust Services, Asset Managment, Capital Markets, Fixed Income, Investment Strategies, ETFs, Series 7, Retirement, Uniform Combined State..., Hedge Funds, Bonds, Investment Management, Portfolio Management, Strategic Financial..., Investments, Municipal Bonds, Retirement Planning, Series 63, Series 65, Certified Financial..., Investment Advisory, Series 24, Separately Managed..., Banking, Management Consulting, FINRA, Alternative Investments, High Net Worth..., Marketing, Mutual Funds, Equities, Investment Banking, Asset Allocation
Education
DePaul University
Certified Financial Planner, CFP
University of Illinois at Chicago
CPA
University of Michigan 1974 — 1975
Bachelor of Business Administration (BBA), Accounting
Amy Marks's UBS Experience April 2008 - October 2009
Job
Industry Executive Office
Experience
Moody's Investors Service February 2013 - Present
City of Chicago October 2009 - February 2013
UBS April 2008 - October 2009
DePaul University August 2007 - October 2009
Fort HealthCare June 2007 - September 2007
Skills
Budgets, Professional..., Portfolio Management, Data Analysis, Leadership, PowerPoint, Management, Financial Analysis, Asset Managment, Finance, Financial Modeling, Corporate Finance, Public Relations, Banking, Asset Management, Microsoft Excel, Strategy, Strategic Planning, Analysis
Education
DePaul University 2005 — 2009
Business Management
DePaul University 2005 — 2009
Bachelor of Science
Moody's Investors Service February 2013 - Present
City of Chicago October 2009 - February 2013
UBS April 2008 - October 2009
DePaul University August 2007 - October 2009
Fort HealthCare June 2007 - September 2007
Skills
Budgets, Professional..., Portfolio Management, Data Analysis, Leadership, PowerPoint, Management, Financial Analysis, Asset Managment, Finance, Financial Modeling, Corporate Finance, Public Relations, Banking, Asset Management, Microsoft Excel, Strategy, Strategic Planning, Analysis
Education
DePaul University 2005 — 2009
Business Management
DePaul University 2005 — 2009
Bachelor of Science
Jacque Bishop's UBS Experience September 2008 - April 2009
Job Senior Procurement Financial Analyst at Reynolds Consumer Products
Industry Financial Services
Experience
Reynolds Consumer Products October 2014 - Present
Reynolds Consumer Products Inc. April 2013 - October 2014
Cosi March 2012 - April 2013
Cosi February 2011 - March 2012
UBS September 2008 - April 2009
Skills
Budgets, Sales, Retail, Leadership, Forecasting, Finance, P&L
Education
DePaul University 2006 — 2009
BAS, Finance
Reynolds Consumer Products October 2014 - Present
Reynolds Consumer Products Inc. April 2013 - October 2014
Cosi March 2012 - April 2013
Cosi February 2011 - March 2012
UBS September 2008 - April 2009
Skills
Budgets, Sales, Retail, Leadership, Forecasting, Finance, P&L
Education
DePaul University 2006 — 2009
BAS, Finance
Sonam Gupta's UBS Experience June 2012 - August 2012
Job Data Analytics
Industry Financial Services
Experience
Deloitte May 2015 - Present
IBM February 2013 - May 2015
NYU Stern School of Business May 2011 - December 2012
UBS June 2012 - August 2012
PricewaterhouseCoopers October 2008 - November 2010
Aftek Ltd 2007 - 2008
Skills
Data Analysis, Business Analysis, SQL, Databases, Project Management, Requirements Analysis, Financial Modeling, Project Planning, Database Design, Analytics, Business Process, Visual Basic, C, C++, Proposal Writing, Visio, Business Process..., RFP Design, Applications Software..., SAS Customer..., SAS Marketing..., R
Education
New York University 2011 — 2012
Masters, Information Systems
Pune Institute of Computer Technology 2004 — 2008
B.E, Information Technology
Delhi Public School - R. K. Puram 1998 — 2004
High school, Computer Science
Deloitte May 2015 - Present
IBM February 2013 - May 2015
NYU Stern School of Business May 2011 - December 2012
UBS June 2012 - August 2012
PricewaterhouseCoopers October 2008 - November 2010
Aftek Ltd 2007 - 2008
Skills
Data Analysis, Business Analysis, SQL, Databases, Project Management, Requirements Analysis, Financial Modeling, Project Planning, Database Design, Analytics, Business Process, Visual Basic, C, C++, Proposal Writing, Visio, Business Process..., RFP Design, Applications Software..., SAS Customer..., SAS Marketing..., R
Education
New York University 2011 — 2012
Masters, Information Systems
Pune Institute of Computer Technology 2004 — 2008
B.E, Information Technology
Delhi Public School - R. K. Puram 1998 — 2004
High school, Computer Science
Daniel McMullen's UBS Experience January 2010 - June 2010
Job Manager at HSBC
Industry Financial Services
Experience
HSBC November 2010 - Present
Keltic Financial Services June 2010 - September 2010
Innovative Exams, LLC February 2010 - June 2010
UBS January 2010 - June 2010
Skills
Financial Modeling
Education
DePaul University 2007 — 2010
B.B.A., Finance, Real Estate
HSBC November 2010 - Present
Keltic Financial Services June 2010 - September 2010
Innovative Exams, LLC February 2010 - June 2010
UBS January 2010 - June 2010
Skills
Financial Modeling
Education
DePaul University 2007 — 2010
B.B.A., Finance, Real Estate
Alison Cioffi-Brown's UBS Experience 1990 - 2009
Job Experienced Financial Executive
Industry Financial Services
Experience
Edward Jones March 2011 - Present
UBS Wealth Management August 1990 - August 2009
UBS 1990 - 2009
Education
DePaul University
Edward Jones March 2011 - Present
UBS Wealth Management August 1990 - August 2009
UBS 1990 - 2009
Education
DePaul University
Chris Cushing's UBS Experience 2000 - 2004
Job Owner, Broken Wing Photography
Industry Photography
Experience
Broken Wing Photography 2007 - Present
Westside Alternative School November 2004 - 2007
UBS 2000 - 2004
Commerce Land Title 1998 - 2000
Skills
Event Photography, Portrait Photography, Fine Art, Photography, Portraits, Weddings, Pet Portraits, Fine Art Photography, Wedding Photography, Macro Photography, Commercial Photography, Photos, Studio Photography, Digital Photography, Lightroom, Art, Fashion Photography, Image Editing, Fashion, Image Manipulation, Advertising, Photo Shoots, Pet Photography, Product Photography, Fashion Inspired..., Photoshop
Education
Del Mar College 1987 — 1989
Business Administration and Management, General
New York Institute Of Photography
Broken Wing Photography 2007 - Present
Westside Alternative School November 2004 - 2007
UBS 2000 - 2004
Commerce Land Title 1998 - 2000
Skills
Event Photography, Portrait Photography, Fine Art, Photography, Portraits, Weddings, Pet Portraits, Fine Art Photography, Wedding Photography, Macro Photography, Commercial Photography, Photos, Studio Photography, Digital Photography, Lightroom, Art, Fashion Photography, Image Editing, Fashion, Image Manipulation, Advertising, Photo Shoots, Pet Photography, Product Photography, Fashion Inspired..., Photoshop
Education
Del Mar College 1987 — 1989
Business Administration and Management, General
New York Institute Of Photography
Fred Hudson's UBS Experience September 2005 - Present
Job Institutional Equity Sales
Industry Investment Banking
Experience
UBS September 2005 - Present
Morgan Keegan January 2001 - October 2005
Credit Suisse June 1996 - October 2000
Skills
Series 7, Series 63, Series 8 & 24, Equities, Bloomberg, Equity Research, Equity Trading, Capital Markets, Equity Derivatives, Electronic Trading, Structured Products, Institutional Sales, Derivatives, Financial Markets, Investments, Asset Allocation, Trading Systems, Alternative Investments, Trading, Investment Management, Equity Valuation, Portfolio Management, Valuation, Due Diligence, Asset Management, ETFs, Economics, Investment Strategies, Mutual Funds, Venture Capital
Education
Deerfield Academy
Tufts University
Bachelor of Arts (B.A.), International Relations and Affairs
UBS September 2005 - Present
Morgan Keegan January 2001 - October 2005
Credit Suisse June 1996 - October 2000
Skills
Series 7, Series 63, Series 8 & 24, Equities, Bloomberg, Equity Research, Equity Trading, Capital Markets, Equity Derivatives, Electronic Trading, Structured Products, Institutional Sales, Derivatives, Financial Markets, Investments, Asset Allocation, Trading Systems, Alternative Investments, Trading, Investment Management, Equity Valuation, Portfolio Management, Valuation, Due Diligence, Asset Management, ETFs, Economics, Investment Strategies, Mutual Funds, Venture Capital
Education
Deerfield Academy
Tufts University
Bachelor of Arts (B.A.), International Relations and Affairs
Jefferey Dagbo's UBS Experience March 2010 - June 2010
Job Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
Gentry Financial Corporation January 2011 - June 2011
DBRS September 2010 - December 2010
UBS March 2010 - June 2010
Merrill Lynch January 2010 - March 2010
Skills
Finance, Asset Management, Venture Capital, Strategy, Banking, Financial Services, Mentoring, Trading, Financial Markets, Entrepreneurship, Financial Advisory, Economics, Structured Finance, Business Strategy
Education
DePaul University 2008 — 2012
Bachelor of Science (BS), Finance
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
Gentry Financial Corporation January 2011 - June 2011
DBRS September 2010 - December 2010
UBS March 2010 - June 2010
Merrill Lynch January 2010 - March 2010
Skills
Finance, Asset Management, Venture Capital, Strategy, Banking, Financial Services, Mentoring, Trading, Financial Markets, Entrepreneurship, Financial Advisory, Economics, Structured Finance, Business Strategy
Education
DePaul University 2008 — 2012
Bachelor of Science (BS), Finance
Anna Lyubezny's UBS Experience July 2006 - July 2007
Job Product Strategy & Innovation Project Manager at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services October 2013 - Present
Discover Financial Services February 2012 - October 2013
PricewaterhouseCoopers August 2007 - August 2011
UBS July 2006 - July 2007
Mercer Investment Consulting December 2004 - January 2006
Morgan Stanley Smith Barney August 2004 - October 2004
Cadent Financial Services / Chicago Mercantile Exchange May 2004 - July 2004
Guaranty Bank FSB July 2002 - July 2004
Skills
Finance, Financial Services, Financial Reporting, Financial Analysis, Corporate Finance, Accounting, Financial Modeling, Strategy, Sarbanes-Oxley Act, Internal Controls, Mergers, Risk Management, Business Process..., Business Analysis, Banking, Management, Process Improvement, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration
DePaul University 2003 — 2007
Bachelor of Science, Finance
Discover Financial Services October 2013 - Present
Discover Financial Services February 2012 - October 2013
PricewaterhouseCoopers August 2007 - August 2011
UBS July 2006 - July 2007
Mercer Investment Consulting December 2004 - January 2006
Morgan Stanley Smith Barney August 2004 - October 2004
Cadent Financial Services / Chicago Mercantile Exchange May 2004 - July 2004
Guaranty Bank FSB July 2002 - July 2004
Skills
Finance, Financial Services, Financial Reporting, Financial Analysis, Corporate Finance, Accounting, Financial Modeling, Strategy, Sarbanes-Oxley Act, Internal Controls, Mergers, Risk Management, Business Process..., Business Analysis, Banking, Management, Process Improvement, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration
DePaul University 2003 — 2007
Bachelor of Science, Finance
Cal O'Callaghan's UBS Experience 1988 - 2000
Job CEO at Bowline
Industry Construction
Experience
Bowline Construction 2003 - Present
Safway Services 2000 - 2003
UBS 1988 - 2000
J.P. Morgan 1987 - 1988
Lend Lease 1985 - 1987
Skills
Pre-construction, Change Orders, Contractors, Budgets, Construction, Construction Management, Contract Management, Subcontracting, Contract Negotiation, PowerPoint, Project Estimation, Business Development, Process Scheduler, Renovation, Project Bidding, Cost Control, Construction Safety, Project Planning, MS Project, Primavera P6, Procurement, Value Engineering, Supervisory Skills, LEED, Microsoft Project
Education
Denison University 1981 — 1985
Trinity-Pawling School
Bowline Construction 2003 - Present
Safway Services 2000 - 2003
UBS 1988 - 2000
J.P. Morgan 1987 - 1988
Lend Lease 1985 - 1987
Skills
Pre-construction, Change Orders, Contractors, Budgets, Construction, Construction Management, Contract Management, Subcontracting, Contract Negotiation, PowerPoint, Project Estimation, Business Development, Process Scheduler, Renovation, Project Bidding, Cost Control, Construction Safety, Project Planning, MS Project, Primavera P6, Procurement, Value Engineering, Supervisory Skills, LEED, Microsoft Project
Education
Denison University 1981 — 1985
Trinity-Pawling School
Clark Jones's UBS Experience January 2007 - June 2009
Job Equity Analyst
Industry Investment Management
Experience
Simple Alternatives May 2013 - March 2015
TUDOR INVESTMENT CORPORATION April 2011 - April 2013
Millennium Partners June 2009 - March 2011
UBS January 2007 - June 2009
Compass Point January 2005 - January 2007
Pro Hockey Player August 2001 - April 2004
Skills
Equities, Equity Research, Financial Modeling, Computer Hardware, Valuation, Software, Hedge Funds, Portfolio Management, Bloomberg, Fixed Income, Private Equity, Asset Management, Alternative Investments, Capital Markets
Education
Union College 1997 — 2001
Deerfield Academy 1995 — 1997
Simple Alternatives May 2013 - March 2015
TUDOR INVESTMENT CORPORATION April 2011 - April 2013
Millennium Partners June 2009 - March 2011
UBS January 2007 - June 2009
Compass Point January 2005 - January 2007
Pro Hockey Player August 2001 - April 2004
Skills
Equities, Equity Research, Financial Modeling, Computer Hardware, Valuation, Software, Hedge Funds, Portfolio Management, Bloomberg, Fixed Income, Private Equity, Asset Management, Alternative Investments, Capital Markets
Education
Union College 1997 — 2001
Deerfield Academy 1995 — 1997
Rick Lauchnor's UBS Experience 1987 - 2003
Job Institutional and Pension Consultant Business Development
Industry Investment Banking
Experience
J.P. Morgan 2008 - August 2013
Bear Stearns and Company 2005 - 2008
Fidelity Investments 2003 - 2004
UBS 1987 - 2003
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Securities, Bloomberg, Series 63, Alternative Investments, Capital Markets, Investment Management, Derivatives, Prime Brokerage, Electronic Trading, Bonds, Trading Systems, Mutual Funds, Asset Allocation, Asset Management, Equity Trading, Fund Of Funds, Options, Proprietary Trading, Trading Strategies
Education
New York University - Leonard N. Stern School of Business 1986 — 1987
Master of Business Administration (MBA), Finance
Dartmouth College 1977 — 1981
Bachelor of Arts (BA), English Literature
J.P. Morgan 2008 - August 2013
Bear Stearns and Company 2005 - 2008
Fidelity Investments 2003 - 2004
UBS 1987 - 2003
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Securities, Bloomberg, Series 63, Alternative Investments, Capital Markets, Investment Management, Derivatives, Prime Brokerage, Electronic Trading, Bonds, Trading Systems, Mutual Funds, Asset Allocation, Asset Management, Equity Trading, Fund Of Funds, Options, Proprietary Trading, Trading Strategies
Education
New York University - Leonard N. Stern School of Business 1986 — 1987
Master of Business Administration (MBA), Finance
Dartmouth College 1977 — 1981
Bachelor of Arts (BA), English Literature
Aleksandra Sufleta's UBS Experience September 2007 - August 2008
Job Director PWM Business Unit Engagement EMEA/Asia at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley May 2011 - January 2013
Morgan Stanley Smith Barney October 2008 - May 2011
UBS September 2007 - August 2008
UBS March 2006 - September 2007
Education
DePaul University 2003 — 2007
BS, Finance
Morgan Stanley January 2013 - Present
Morgan Stanley May 2011 - January 2013
Morgan Stanley Smith Barney October 2008 - May 2011
UBS September 2007 - August 2008
UBS March 2006 - September 2007
Education
DePaul University 2003 — 2007
BS, Finance
Orlando Garcia's UBS Experience December 2006 - March 2007
Job 2nd Vice President Senior Consultant Derivatives Onboarding at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust Corporation October 2012 - June 2014
Northern Trust June 2011 - September 2012
Northern Trust Corporation April 2010 - May 2011
The NKO Group November 2008 - February 2010
Cheevers and Company December 2006 - April 2008
GE Money June 2007 - September 2007
UBS December 2006 - March 2007
Thresholds August 2006 - December 2006
Skills
Internal Controls, Financial Analysis, Bloomberg, Financial Reporting, Equities, PeopleSoft, Accounting, Capital Markets, Investments, Data Analysis, Access, Analysis, Derivatives, Sunguard, Systems Improvement, Testing, Proj Management, Client Service Oriented, Onboarding, Visio, Client Delivery, Client Visits, Troubleshooting, ETD, OTC, Collateral Management, Options Strategies, Finance, Spanish, Account Reconciliation, Back Office, Auditing, Outsourcing, Middle Office, CCP, Process Improvement, Solution Implementation, System Testing, Test Planning, User Acceptance Testing, Futures, Summit, Fundmaster, Eagle, Interfaces, Fixed Income, Internal Audit, Client Services, Options, Financial Services
Education
DePaul University 2004 — 2009
B.S, Finance, Accounting
Whitney Young Magnet 2000 — 2004
Diploma, Honors Curriculumn
Northern Trust Corporation July 2014 - Present
Northern Trust Corporation October 2012 - June 2014
Northern Trust June 2011 - September 2012
Northern Trust Corporation April 2010 - May 2011
The NKO Group November 2008 - February 2010
Cheevers and Company December 2006 - April 2008
GE Money June 2007 - September 2007
UBS December 2006 - March 2007
Thresholds August 2006 - December 2006
Skills
Internal Controls, Financial Analysis, Bloomberg, Financial Reporting, Equities, PeopleSoft, Accounting, Capital Markets, Investments, Data Analysis, Access, Analysis, Derivatives, Sunguard, Systems Improvement, Testing, Proj Management, Client Service Oriented, Onboarding, Visio, Client Delivery, Client Visits, Troubleshooting, ETD, OTC, Collateral Management, Options Strategies, Finance, Spanish, Account Reconciliation, Back Office, Auditing, Outsourcing, Middle Office, CCP, Process Improvement, Solution Implementation, System Testing, Test Planning, User Acceptance Testing, Futures, Summit, Fundmaster, Eagle, Interfaces, Fixed Income, Internal Audit, Client Services, Options, Financial Services
Education
DePaul University 2004 — 2009
B.S, Finance, Accounting
Whitney Young Magnet 2000 — 2004
Diploma, Honors Curriculumn
Anne Raiser's UBS Experience June 1999 - June 2004
Job Product Manager, Securities Product Development at SunGard
Industry Information Technology and Services
Experience
SunGard January 2013 - Present
SunGard June 2004 - Present
UBS June 1999 - June 2004
Skills
Market Data, Equities, Trading Systems, Electronic Trading, Options, Agile Methodologies, Trading, Fixed Income, Financial Markets, Equity Trading, Capital Markets, Equity Derivatives, FX Options, Low Latency, Derivatives, Business Analysis
Education
DePaul University
Bachelor's degree, Finance, General
SunGard January 2013 - Present
SunGard June 2004 - Present
UBS June 1999 - June 2004
Skills
Market Data, Equities, Trading Systems, Electronic Trading, Options, Agile Methodologies, Trading, Fixed Income, Financial Markets, Equity Trading, Capital Markets, Equity Derivatives, FX Options, Low Latency, Derivatives, Business Analysis
Education
DePaul University
Bachelor's degree, Finance, General
James Finneran's UBS Experience January 2014 - Present
Job Distressed/Event Driven Analyst
Industry Investment Banking
Experience
UBS January 2014 - Present
Developing World Markets September 2011 - December 2013
Developing World Markets April 2010 - September 2011
Skills
Capital Markets
Education
Georgetown University
Deerfield Academy
UBS January 2014 - Present
Developing World Markets September 2011 - December 2013
Developing World Markets April 2010 - September 2011
Skills
Capital Markets
Education
Georgetown University
Deerfield Academy
Andre Eloisa's UBS Experience April 2010 - June 2010
Job Senior Financial Analyst at DBRS
Industry Financial Services
Experience
DBRS January 2015 - Present
DBRS December 2012 - December 2014
Sandler O'Neill October 2011 - December 2012
Gentry Capital Partners, LLC March 2011 - July 2011
Driehaus Virtual Portfolio Competition October 2010 - May 2011
DBRS July 2010 - March 2011
UBS April 2010 - June 2010
Skills
Valuation, Financial Modeling, Finance, Underwriting, CMBS, Structured Finance, Financial Analysis, Commercial Real Estate, Commercial Real Estate..., Corporate Finance
Education
DePaul University 2007 — 2011
Bachelor of Science, Finance, Economics
DBRS January 2015 - Present
DBRS December 2012 - December 2014
Sandler O'Neill October 2011 - December 2012
Gentry Capital Partners, LLC March 2011 - July 2011
Driehaus Virtual Portfolio Competition October 2010 - May 2011
DBRS July 2010 - March 2011
UBS April 2010 - June 2010
Skills
Valuation, Financial Modeling, Finance, Underwriting, CMBS, Structured Finance, Financial Analysis, Commercial Real Estate, Commercial Real Estate..., Corporate Finance
Education
DePaul University 2007 — 2011
Bachelor of Science, Finance, Economics
Katherine Hampson's UBS Experience September 2010 - May 2014
Job Branch Office Administrator at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2014 - Present
UBS September 2010 - May 2014
DePaul College Republicans 2011 - 2012
Chi Omega Fraternity February 2010 - January 2011
DePaul Conservative Alliance 2010 - 2011
Marriott Hotel August 2006 - September 2010
Sole Sisters May 2004 - August 2007
Education
DePaul University 2008 — 2012
Bachelors of Science, Finance, Minor in Accounting
UBS Wealth Management May 2014 - Present
UBS September 2010 - May 2014
DePaul College Republicans 2011 - 2012
Chi Omega Fraternity February 2010 - January 2011
DePaul Conservative Alliance 2010 - 2011
Marriott Hotel August 2006 - September 2010
Sole Sisters May 2004 - August 2007
Education
DePaul University 2008 — 2012
Bachelors of Science, Finance, Minor in Accounting
Shivali Mody's UBS Experience October 2012 - March 2013
Job IT Business Analyst Associate at CNA Insurance
Industry Financial Services
Experience
CNA Insurance January 2015 - Present
CNA Insurance July 2014 - February 2015
JPMorgan Chase June 2013 - August 2013
Wintrust Financial Corporation January 2013 - March 2013
UBS October 2012 - March 2013
Chengchi University Affiliated High School February 2011 - June 2011
Skills
Spanish, Data Analysis, Mandarin, Microsoft Office, Financial Analysis, Gujarati, Customer Service, Social Networking, Databases, Microsoft Excel, Business Analysis, Project Management, SDLC, SharePoint, SQL, Data Marts, Oracle SQL Developer, Reporting & Analysis, HTML5, CSS, JavaScript, jQuery, Ruby on Rails, SPSS, Access, Balsamiq, Visio, Adobe Creative Suite
Education
DePaul University 2011 — 2014
Bachelor of Science (B.S.) in Finance and Economics - Double Major, Finance, Economics, International Business, Information Technology
National Chengchi University 2011 — 2011
Mandarin Chinese
University of Illinois at Chicago 2009 — 2011
CNA Insurance January 2015 - Present
CNA Insurance July 2014 - February 2015
JPMorgan Chase June 2013 - August 2013
Wintrust Financial Corporation January 2013 - March 2013
UBS October 2012 - March 2013
Chengchi University Affiliated High School February 2011 - June 2011
Skills
Spanish, Data Analysis, Mandarin, Microsoft Office, Financial Analysis, Gujarati, Customer Service, Social Networking, Databases, Microsoft Excel, Business Analysis, Project Management, SDLC, SharePoint, SQL, Data Marts, Oracle SQL Developer, Reporting & Analysis, HTML5, CSS, JavaScript, jQuery, Ruby on Rails, SPSS, Access, Balsamiq, Visio, Adobe Creative Suite
Education
DePaul University 2011 — 2014
Bachelor of Science (B.S.) in Finance and Economics - Double Major, Finance, Economics, International Business, Information Technology
National Chengchi University 2011 — 2011
Mandarin Chinese
University of Illinois at Chicago 2009 — 2011
Cheryl Roberts's UBS Experience 2009 - 2011
Job Global HR Executive
Industry Financial Services
Experience
UBS 2009 - 2011
UBS Investment Bank 2005 - 2009
UBS Investment Bank 2001 - 2005
UBS Investment Bank 1998 - 2001
Swiss Bank Corporation 1993 - 1998
O'Connor & Associates 1989 - 1993
O'Connor & Associates 1978 - 1989
Skills
Employee Relations, HR Transformation, Global HR Leadership, Recruiting, Change Management, Fixed Income, Human Resources, Personnel Management, Strategy, Investment Banking, System Administration, HR Policies, Employee Benefits, Mergers & Acquisitions, Leadership, Deferred Compensation, Management, Program Management, Employment Law, Policy
Education
DePaul University
Bachelor of Science in Commerce, Economics, Personnel Management
UBS 2009 - 2011
UBS Investment Bank 2005 - 2009
UBS Investment Bank 2001 - 2005
UBS Investment Bank 1998 - 2001
Swiss Bank Corporation 1993 - 1998
O'Connor & Associates 1989 - 1993
O'Connor & Associates 1978 - 1989
Skills
Employee Relations, HR Transformation, Global HR Leadership, Recruiting, Change Management, Fixed Income, Human Resources, Personnel Management, Strategy, Investment Banking, System Administration, HR Policies, Employee Benefits, Mergers & Acquisitions, Leadership, Deferred Compensation, Management, Program Management, Employment Law, Policy
Education
DePaul University
Bachelor of Science in Commerce, Economics, Personnel Management
Kenneth Klinger's UBS Experience 2007 - 2009
Job Director at Castleton Commodities International
Industry Oil & Energy
Experience
Castleton Commodities International January 2013 - Present
Louis Dreyfus Highbridge Energy April 2011 - Present
JPMorgan Chase 2009 - 2011
UBS 2007 - 2009
Skills
Derivatives, Bloomberg, Valuation, Financial Modeling, Capital Markets, Equities, Commodity, Fixed Income, Hedge Funds, Options, Investment Banking, Hedging, Trading Systems, Corporate Finance, Financial Analysis, Asset Management, Quantitative Finance, Investments, Risk Management
Education
Dartmouth College 2003 — 2007
Bachelor of Arts (BA), Economics
The Pingry School 1995 — 2003
Castleton Commodities International January 2013 - Present
Louis Dreyfus Highbridge Energy April 2011 - Present
JPMorgan Chase 2009 - 2011
UBS 2007 - 2009
Skills
Derivatives, Bloomberg, Valuation, Financial Modeling, Capital Markets, Equities, Commodity, Fixed Income, Hedge Funds, Options, Investment Banking, Hedging, Trading Systems, Corporate Finance, Financial Analysis, Asset Management, Quantitative Finance, Investments, Risk Management
Education
Dartmouth College 2003 — 2007
Bachelor of Arts (BA), Economics
The Pingry School 1995 — 2003
Jordan Frank's UBS Experience June 2010 - August 2010
Job Sales Representative at Sharprint
Industry Apparel & Fashion
Experience
Sharprint June 2006 - Present
UBS June 2010 - August 2010
Education
Indiana University Bloomington 2009 — 2011
Francis W. Parker School 1995 — 2009
DePaul University
Bachelor of Arts (B.A.), History
Sharprint June 2006 - Present
UBS June 2010 - August 2010
Education
Indiana University Bloomington 2009 — 2011
Francis W. Parker School 1995 — 2009
DePaul University
Bachelor of Arts (B.A.), History
Daniel Dunnigan's UBS Experience August 2007 - December 2007
Job
Industry Financial Services
Experience
Nuveen Investments February 2013 - Present
Nuveen Investments October 2009 - February 2013
U.S. Bank September 2008 - October 2009
Chicago Board of Trade January 2008 - August 2008
UBS August 2007 - December 2007
Education
Loyola University Chicago 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
DePaul University 2004 — 2008
Bachelor's Degree, Economics
Nuveen Investments February 2013 - Present
Nuveen Investments October 2009 - February 2013
U.S. Bank September 2008 - October 2009
Chicago Board of Trade January 2008 - August 2008
UBS August 2007 - December 2007
Education
Loyola University Chicago 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
DePaul University 2004 — 2008
Bachelor's Degree, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.