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
MacKenzie Roebuck-Walsh MacKenzie Roebuck-Walsh's UBS Experience August 2008 - May 2009
Job Director of Customer Experience at Comcast
Industry Telecommunications
Experience
Comcast August 2015 - Present
Comcast September 2013 - August 2015
Denver Women's Commission May 2012 - April 2015
Dakota Travel May 2003 - January 2014
Sand Cherry Associates May 2010 - September 2013
University of Denver 2009 - November 2011
World Trade Center Denver August 2010 - January 2011
UBS August 2008 - May 2009
Dakota Travel 2000 - 2009
Japan Exchange and Teaching Programme 2007 - 2008
Skills
Marketing, Strategy, Digital Marketing, Public Relations, Social Media, Management, Business Strategy, Strategic Planning, Team Leadership, Telecommunications, Strategic Partnerships, Change Management, Project Planning, Nonprofits, Media Relations, Start-ups, Public Speaking, Fundraising, Business Development, Corporate Social..., Social Networking, International..., Sustainability Strategy, Business Ettiquette, Business Ethics, New Product Development, Leading Change, Engaging Public Speaker, Operations Management, Call Center Architecture, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 2009 — 2010
International MBA, International Business
Drake University 2003 — 2007
BSBA, International Business and Public Relations
Université d'Auvergne (Clermont-Ferrand I) 2007 — 2007
Francais
Denver Transit Alliance Citizens' Academy 2013 — 2013
National University of Ireland, Galway 2005 — 2006
Economics
Comcast August 2015 - Present
Comcast September 2013 - August 2015
Denver Women's Commission May 2012 - April 2015
Dakota Travel May 2003 - January 2014
Sand Cherry Associates May 2010 - September 2013
University of Denver 2009 - November 2011
World Trade Center Denver August 2010 - January 2011
UBS August 2008 - May 2009
Dakota Travel 2000 - 2009
Japan Exchange and Teaching Programme 2007 - 2008
Skills
Marketing, Strategy, Digital Marketing, Public Relations, Social Media, Management, Business Strategy, Strategic Planning, Team Leadership, Telecommunications, Strategic Partnerships, Change Management, Project Planning, Nonprofits, Media Relations, Start-ups, Public Speaking, Fundraising, Business Development, Corporate Social..., Social Networking, International..., Sustainability Strategy, Business Ettiquette, Business Ethics, New Product Development, Leading Change, Engaging Public Speaker, Operations Management, Call Center Architecture, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 2009 — 2010
International MBA, International Business
Drake University 2003 — 2007
BSBA, International Business and Public Relations
Université d'Auvergne (Clermont-Ferrand I) 2007 — 2007
Francais
Denver Transit Alliance Citizens' Academy 2013 — 2013
National University of Ireland, Galway 2005 — 2006
Economics
Dale Horn, CFP®, CIMA® Dale Horn, CFP®, CIMA®'s UBS Experience January 2009 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS January 2009 - Present
Smith Barney 2006 - 2008
Legg Mason March 2003 - 2006
Education
Loyola University Maryland 1997 — 1999
MBA, Finance
Dickinson College 1991 — 1995
BS, Biology
Lower Merion
UBS January 2009 - Present
Smith Barney 2006 - 2008
Legg Mason March 2003 - 2006
Education
Loyola University Maryland 1997 — 1999
MBA, Finance
Dickinson College 1991 — 1995
BS, Biology
Lower Merion
Lori Chen Lori Chen's UBS Experience August 2002 - February 2004
Job Vice President, Private Client Advisor, JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. September 2014 - Present
HSBC September 2012 - August 2014
PNC Investments October 2010 - August 2012
Creative Financial Group March 2004 - September 2010
UBS August 2002 - February 2004
Wells Fargo July 1999 - August 2000
Education
La Salle University 2000 — 2002
Master of Business Administration (M.B.A.), Marketing
DeSales University 1995 — 1999
Bachelor of Science (B.S.), Marketing
JPMorgan Chase Bank N.A. September 2014 - Present
HSBC September 2012 - August 2014
PNC Investments October 2010 - August 2012
Creative Financial Group March 2004 - September 2010
UBS August 2002 - February 2004
Wells Fargo July 1999 - August 2000
Education
La Salle University 2000 — 2002
Master of Business Administration (M.B.A.), Marketing
DeSales University 1995 — 1999
Bachelor of Science (B.S.), Marketing
Robert Orzechowski Robert Orzechowski's UBS Experience January 2010 - November 2011
Job Project Analyst at Ascension Health
Industry Hospital & Health Care
Experience
Ascension Health August 2014 - Present
Capital Forensics December 2011 - August 2014
UBS January 2010 - November 2011
National Securities Corp July 2009 - September 2009
Skills
Portfolio Management, Investments, Equities, Bloomberg, Finance, Fixed Income, Wealth Management, Mutual Funds, Analysis, New Business Development, Financial Analysis, Financial Modeling, Risk Management
Education
DePaul University 2007 — 2011
Major in Finance; Minor in Accounting
Ascension Health August 2014 - Present
Capital Forensics December 2011 - August 2014
UBS January 2010 - November 2011
National Securities Corp July 2009 - September 2009
Skills
Portfolio Management, Investments, Equities, Bloomberg, Finance, Fixed Income, Wealth Management, Mutual Funds, Analysis, New Business Development, Financial Analysis, Financial Modeling, Risk Management
Education
DePaul University 2007 — 2011
Major in Finance; Minor in Accounting
Mark Bianchin Mark Bianchin's UBS Experience December 2008 - Present
Job Senior Vice President Wealth Management, Wealth Advisor, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS December 2008 - Present
Merrill Lynch November 1991 - December 2008
Education
DePauw University 1980 — 1984
Bachelor of Arts (B.A.), Economics
UBS December 2008 - Present
Merrill Lynch November 1991 - December 2008
Education
DePauw University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Dominique Dickson Dominique Dickson's UBS Experience June 2008 - August 2008
Job Corporate Operations Professional
Industry Executive Office
Experience
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Wolf, LLP October 2014 - September 2015
Brookfield Asset Management December 2009 - October 2014
UBS Investment Bank November 2008 - December 2009
UBS June 2008 - August 2008
Lewis C. Edelstein, Esq. May 2007 - August 2007
Nassau County District Attorney January 2007 - May 2007
Skills
SharePoint, Corporate Communications, Desktop Publishing, Project Coordination, Project Management, Knowledge Management, Business Analysis, Training, Policy Writing, Executive Support, Report Writing, Presentation Development, Corporate Blogging, Content Management, Operations Management, Process Improvement, Customer Service, Public Speaking
Education
Drexel University 2011 — 2013
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Long Island University, C.W. Post Campus 2004 — 2007
Bachelor of Arts (BA), Criminal Justice
Elmont Memorial High School 2000 — 2004
Local Diploma
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Wolf, LLP October 2014 - September 2015
Brookfield Asset Management December 2009 - October 2014
UBS Investment Bank November 2008 - December 2009
UBS June 2008 - August 2008
Lewis C. Edelstein, Esq. May 2007 - August 2007
Nassau County District Attorney January 2007 - May 2007
Skills
SharePoint, Corporate Communications, Desktop Publishing, Project Coordination, Project Management, Knowledge Management, Business Analysis, Training, Policy Writing, Executive Support, Report Writing, Presentation Development, Corporate Blogging, Content Management, Operations Management, Process Improvement, Customer Service, Public Speaking
Education
Drexel University 2011 — 2013
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Long Island University, C.W. Post Campus 2004 — 2007
Bachelor of Arts (BA), Criminal Justice
Elmont Memorial High School 2000 — 2004
Local Diploma
Leasia Clark Leasia Clark's UBS Experience May 2014 - Present
Job at
Industry Information Technology and Services
Experience
UBS May 2014 - Present
UBS Investment Bank February 2012 - Present
UBS Global Asset Management February 2011 - Present
Skills
Windows 7, Computer Hardware, Access, Microsoft Office, XP, Team Leadership, Data Entry, Visio, Active Directory, Proficient in Microsoft..., Public Speaking, SharePoint Designer, Business Analysis, Global Operations, Windows, Outlook, HTML, Windows XP
Education
DePaul University 2013 — 2015
Bachelor of Arts (BA), International Business, Junior
Harold Washington 2011 — 2013
YearUp 2011 — 2012
UBS May 2014 - Present
UBS Investment Bank February 2012 - Present
UBS Global Asset Management February 2011 - Present
Skills
Windows 7, Computer Hardware, Access, Microsoft Office, XP, Team Leadership, Data Entry, Visio, Active Directory, Proficient in Microsoft..., Public Speaking, SharePoint Designer, Business Analysis, Global Operations, Windows, Outlook, HTML, Windows XP
Education
DePaul University 2013 — 2015
Bachelor of Arts (BA), International Business, Junior
Harold Washington 2011 — 2013
YearUp 2011 — 2012
Steven Rawls Steven Rawls's UBS Experience June 2014 - September 2014
Job Student at DePaul University
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
UBS June 2014 - September 2014
Macy's November 2012 - January 2014
Inverness Golf Course April 2007 - September 2013
Palatine Park District April 2007 - August 2012
Skills
Customer Service, Merchandising, Sales, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Microsoft Office, Retail Sales, Teamwork, Inventory Management, Social Media, Store Management
Education
DePaul University 2012 — 2016
William Fremd High School 2008 — 2012
Morgan Stanley September 2014 - Present
UBS June 2014 - September 2014
Macy's November 2012 - January 2014
Inverness Golf Course April 2007 - September 2013
Palatine Park District April 2007 - August 2012
Skills
Customer Service, Merchandising, Sales, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Microsoft Office, Retail Sales, Teamwork, Inventory Management, Social Media, Store Management
Education
DePaul University 2012 — 2016
William Fremd High School 2008 — 2012
Max Friedenberg Max Friedenberg's UBS Experience June 2010 - August 2010
Job Accountant at FGMK LLC.
Industry Accounting
Experience
FGMK, LLC September 2014 - Present
Interbank Mortgage Company August 2012 - June 2014
Israel Ministry of Finance August 2011 - July 2012
UBS June 2010 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Economics, Financial Modeling, Social Networking, Data Analysis, Microsoft Excel, Financial Audits, US GAAP, Finance, Marketing, Capital Markets, PowerPoint
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelors, Economics and Political Science
The University of Hong Kong 2010 — 2010
Exchange
DePaul University
Accounting
DePaul University
FGMK, LLC September 2014 - Present
Interbank Mortgage Company August 2012 - June 2014
Israel Ministry of Finance August 2011 - July 2012
UBS June 2010 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Economics, Financial Modeling, Social Networking, Data Analysis, Microsoft Excel, Financial Audits, US GAAP, Finance, Marketing, Capital Markets, PowerPoint
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelors, Economics and Political Science
The University of Hong Kong 2010 — 2010
Exchange
DePaul University
Accounting
DePaul University
Nadeya Hassan Nadeya Hassan's UBS Experience October 2012 - September 2013
Job Business Analyst at Target
Industry Financial Services
Experience
Target October 2014 - Present
Perritt Capital Management March 2014 - July 2014
UBS October 2012 - September 2013
Duff & Phelps March 2013 - April 2013
Skills
Leadership, Microsoft Excel, Finance, Managing Database, Sales, Client Prospecting, Mergers & Acquisitions, Financial Modeling, Valuation, Equities, Competitive Analysis, Capital IQ, Financial Analysis, Market Research, Data Analysis, Microsoft Office
Education
DePaul University 2011 — 2014
Bachelor of Science (B.S.), Finance, General, Senior
Target October 2014 - Present
Perritt Capital Management March 2014 - July 2014
UBS October 2012 - September 2013
Duff & Phelps March 2013 - April 2013
Skills
Leadership, Microsoft Excel, Finance, Managing Database, Sales, Client Prospecting, Mergers & Acquisitions, Financial Modeling, Valuation, Equities, Competitive Analysis, Capital IQ, Financial Analysis, Market Research, Data Analysis, Microsoft Office
Education
DePaul University 2011 — 2014
Bachelor of Science (B.S.), Finance, General, Senior
Mary Ann Shaheen Mary Ann Shaheen's UBS Experience 2008 - 2010
Job President & Founder Shaheen & Associates, Inc.
Industry Telecommunications
Experience
Shaheen & Associates 1986 - Present
UBS 2008 - 2010
UBS 2008 - 2010
LIT America 1983 - 1990
Shatkin Trading Company June 1984 - March 1986
Chicago Board of Trade June 1983 - June 1984
Skills
Business Analysis, Telecommunications, Contract Management, Dispute Resolution, Vendor Management, Risk Management, Project Management, Market Data, Wireless, Integration, IT Strategy, Disaster Recovery, Data Center, ITIL, Program Management, Process Improvement, Outsourcing, Business Process..., Strategic Planning, Training, Project Delivery, IT Management, PMO, IT Service Management, Governance, Strategy, Management
Education
DePaul University 1979 — 1982
BS, ACCOUNTING
Shaheen & Associates 1986 - Present
UBS 2008 - 2010
UBS 2008 - 2010
LIT America 1983 - 1990
Shatkin Trading Company June 1984 - March 1986
Chicago Board of Trade June 1983 - June 1984
Skills
Business Analysis, Telecommunications, Contract Management, Dispute Resolution, Vendor Management, Risk Management, Project Management, Market Data, Wireless, Integration, IT Strategy, Disaster Recovery, Data Center, ITIL, Program Management, Process Improvement, Outsourcing, Business Process..., Strategic Planning, Training, Project Delivery, IT Management, PMO, IT Service Management, Governance, Strategy, Management
Education
DePaul University 1979 — 1982
BS, ACCOUNTING
Roxanne Basso Roxanne Basso's UBS Experience September 2007 - March 2009
Job Senior Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
JET Wealth Advisors/Wells Fargo Advisors August 2013 - October 2014
Wedbush Securities January 2010 - April 2013
UBS September 2007 - March 2009
Smith Barney (now Morgan Stanley) July 2006 - September 2007
Smith Barney (now Morgan Stanley) August 1998 - July 2006
Skills
Financial Services, Relationship Management, Time Management, Estate Planning, Investments, Wealth Management, Portfolio Management, Asset Allocation, Alternative Investments, Financial Markets, Securities, Retirement Planning
Education
Diablo Valley College
Wells Fargo Advisors January 2015 - Present
JET Wealth Advisors/Wells Fargo Advisors August 2013 - October 2014
Wedbush Securities January 2010 - April 2013
UBS September 2007 - March 2009
Smith Barney (now Morgan Stanley) July 2006 - September 2007
Smith Barney (now Morgan Stanley) August 1998 - July 2006
Skills
Financial Services, Relationship Management, Time Management, Estate Planning, Investments, Wealth Management, Portfolio Management, Asset Allocation, Alternative Investments, Financial Markets, Securities, Retirement Planning
Education
Diablo Valley College
Mike Unger Mike Unger's UBS Experience June 2007 - September 2007
Job Senior Analyst, Operations Innovation at DaVita Healthcare Partners, Inc.
Industry Hospital & Health Care
Experience
DaVita Healthcare Partners, Inc. March 2015 - Present
IgNight, LLC April 2012 - Present
The Claro Group April 2014 - March 2015
The Claro Group July 2010 - April 2014
Klarian Capital Group April 2009 - January 2010
CIP Marketing Inc. May 2005 - January 2009
UBS June 2007 - September 2007
Gradison McDonald Financial November 2006 - January 2007
Skills
Financial Modeling, Management Consulting, Analytics, Valuation, Microsoft Excel, Access Database, Risk Management, Claims Resolution, Dispute Resolution, Litigation Consulting, Start-up Ventures, Start-ups Management, Project Management, Early-stage Startups, Mobile Applications, Mobile Marketing
Education
DePaul University 2005 — 2010
B.S., Finance Honors
University of Sydney 2008 — 2008
Study Abroad
DaVita Healthcare Partners, Inc. March 2015 - Present
IgNight, LLC April 2012 - Present
The Claro Group April 2014 - March 2015
The Claro Group July 2010 - April 2014
Klarian Capital Group April 2009 - January 2010
CIP Marketing Inc. May 2005 - January 2009
UBS June 2007 - September 2007
Gradison McDonald Financial November 2006 - January 2007
Skills
Financial Modeling, Management Consulting, Analytics, Valuation, Microsoft Excel, Access Database, Risk Management, Claims Resolution, Dispute Resolution, Litigation Consulting, Start-up Ventures, Start-ups Management, Project Management, Early-stage Startups, Mobile Applications, Mobile Marketing
Education
DePaul University 2005 — 2010
B.S., Finance Honors
University of Sydney 2008 — 2008
Study Abroad
Alexander Osberg Alexander Osberg's UBS Experience June 2007 - August 2008
Job Account Executive @ Twitter CPG
Industry Online Media
Experience
Twitter January 2014 - Present
AT&T AdWorks November 2011 - December 2013
Lotame December 2009 - November 2011
Dickinson College September 2005 - May 2009
UBS June 2007 - August 2008
Skills
Advertising, Mobile, Creative Development, Digital Media, Digital Platforms, Political Campaigns, Philanthropy, New Media, Creative Direction, Mobile Devices, Online Advertising, Digital Marketing, Marketing, Public Relations, Digital Strategy, Mobile Marketing, Marketing Strategy, SEM
Education
Dickinson College 2005 — 2009
BA, International Business and Management
Hun School of Princeton 1999 — 2005
Twitter January 2014 - Present
AT&T AdWorks November 2011 - December 2013
Lotame December 2009 - November 2011
Dickinson College September 2005 - May 2009
UBS June 2007 - August 2008
Skills
Advertising, Mobile, Creative Development, Digital Media, Digital Platforms, Political Campaigns, Philanthropy, New Media, Creative Direction, Mobile Devices, Online Advertising, Digital Marketing, Marketing, Public Relations, Digital Strategy, Mobile Marketing, Marketing Strategy, SEM
Education
Dickinson College 2005 — 2009
BA, International Business and Management
Hun School of Princeton 1999 — 2005
Annette Saggiomo Annette Saggiomo's UBS Experience June 2005 - August 2005
Job Senior Brand Strategist at Finch Brands
Industry Marketing and Advertising
Experience
Finch Brands October 2014 - Present
Penn Treaty Museum June 2013 - Present
Freelance September 2008 - Present
Star Group June 2011 - June 2014
Pennsylvania Innocence Project December 2010 - June 2011
The Khaya Cookie Company March 2010 - June 2010
Alliance Française de Philadelphie September 2008 - December 2009
Urban Outfitters April 2007 - August 2008
UBS June 2005 - August 2005
Skills
Marketing, Market Research, Articulate Communicator, Marketing Strategy, Market Analysis, Research, Marketing Communications, Persuasive Presentation..., Microsoft Office, Online Research, Research Design, Microsoft Excel, Keynote, PowerPoint, Sales, Consumer Insight, Strategic Insights, Integrated Marketing
Education
Drexel University 2009 — 2011
MBA, Marketing/Entrepreneurship, Cumulative GPA: 3.97
Institut d'Etudes politiques de Paris / Sciences Po Paris 2005 — 2006
Programme International, Political Science and Government, Public Policy, Art History, Cinema, Mention Bien, GPA: 14.5, (equal to approximately 3.8 US)
Georgetown University 2003 — 2006
BSFS, Culture and Politics, Cumulative GPA: 3.71
New York University 2004 — 2004
Summer in Paris Program
The Lawrenceville School 1999 — 2003
High School Diploma
Finch Brands October 2014 - Present
Penn Treaty Museum June 2013 - Present
Freelance September 2008 - Present
Star Group June 2011 - June 2014
Pennsylvania Innocence Project December 2010 - June 2011
The Khaya Cookie Company March 2010 - June 2010
Alliance Française de Philadelphie September 2008 - December 2009
Urban Outfitters April 2007 - August 2008
UBS June 2005 - August 2005
Skills
Marketing, Market Research, Articulate Communicator, Marketing Strategy, Market Analysis, Research, Marketing Communications, Persuasive Presentation..., Microsoft Office, Online Research, Research Design, Microsoft Excel, Keynote, PowerPoint, Sales, Consumer Insight, Strategic Insights, Integrated Marketing
Education
Drexel University 2009 — 2011
MBA, Marketing/Entrepreneurship, Cumulative GPA: 3.97
Institut d'Etudes politiques de Paris / Sciences Po Paris 2005 — 2006
Programme International, Political Science and Government, Public Policy, Art History, Cinema, Mention Bien, GPA: 14.5, (equal to approximately 3.8 US)
Georgetown University 2003 — 2006
BSFS, Culture and Politics, Cumulative GPA: 3.71
New York University 2004 — 2004
Summer in Paris Program
The Lawrenceville School 1999 — 2003
High School Diploma
Eric Rodrigue Eric Rodrigue's UBS Experience October 2006 - July 2007
Job Vice President, Investor Services at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan May 2013 - July 2015
Citi January 2012 - May 2013
Citi November 2008 - January 2012
Credit Suisse July 2007 - November 2008
UBS October 2006 - July 2007
UBS December 2005 - September 2006
Thomson Reuters December 2004 - November 2005
Thomson Reuters July 2000 - December 2004
Thomson Reuters July 1998 - June 2000
Education
Pace University - Lubin School of Business 2003 — 2006
MBA
Drexel University 1993 — 1998
BS in Business Administration
J.P. Morgan July 2015 - Present
J.P. Morgan May 2013 - July 2015
Citi January 2012 - May 2013
Citi November 2008 - January 2012
Credit Suisse July 2007 - November 2008
UBS October 2006 - July 2007
UBS December 2005 - September 2006
Thomson Reuters December 2004 - November 2005
Thomson Reuters July 2000 - December 2004
Thomson Reuters July 1998 - June 2000
Education
Pace University - Lubin School of Business 2003 — 2006
MBA
Drexel University 1993 — 1998
BS in Business Administration
Maria Guy Maria Guy's UBS Experience December 1995 - June 2005
Job Office Manager at ProvideACare LLC
Industry Hospital & Health Care
Experience
Provide-A-Care LLC May 2009 - Present
UBS December 1995 - June 2005
CCC November 1994 - December 1995
Education
DeVry Institute of Technology 2001 — 2004
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
Provide-A-Care LLC May 2009 - Present
UBS December 1995 - June 2005
CCC November 1994 - December 1995
Education
DeVry Institute of Technology 2001 — 2004
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
Teddy Malley Teddy Malley's UBS Experience June 2012 - August 2012
Job Junior Associate at MediaVest
Industry Marketing and Advertising
Experience
MediaVest December 2014 - Present
Lawyers Group Advertising, Inc. June 2013 - December 2014
Fox Television June 2012 - August 2012
UBS June 2012 - August 2012
The Lawyers Group Advertising, Inc. June 2008 - August 2011
Skills
PowerPoint, Microsoft Excel, Social Media, Advertising, Facebook, Microsoft Word, Microsoft Office, Social Networking, HTML, Customer Service, Marketing, Online Advertising, Research, Outlook, OS X, Google AdWords Certified
Education
Dickinson College 2009 — 2013
Bachelor's degree
Darien High School 2005 — 2009
High School
MediaVest December 2014 - Present
Lawyers Group Advertising, Inc. June 2013 - December 2014
Fox Television June 2012 - August 2012
UBS June 2012 - August 2012
The Lawyers Group Advertising, Inc. June 2008 - August 2011
Skills
PowerPoint, Microsoft Excel, Social Media, Advertising, Facebook, Microsoft Word, Microsoft Office, Social Networking, HTML, Customer Service, Marketing, Online Advertising, Research, Outlook, OS X, Google AdWords Certified
Education
Dickinson College 2009 — 2013
Bachelor's degree
Darien High School 2005 — 2009
High School
Jim Guthrie Jim Guthrie's UBS Experience January 2008 - March 2010
Job Managing Director of Institutional Relationships / Executive Committee Member at Supernova Companies
Industry Financial Services
Experience
Supernova Companies June 2015 - Present
Promus Capital, LLC January 2014 - Present
David A. Noyes & Company August 2011 - November 2013
First Command Financial Planning June 2010 - July 2011
UBS January 2008 - March 2010
UBS April 2007 - December 2007
Merrill Lynch Global Wealth Management June 2000 - April 2007
Garda May 1988 - December 1999
Skills
Wealth Management, Investments, Strategic Financial..., Securities, Investment Management, Banking, Business Development, Business Planning, Leadership, Sales, Consulting, Executive Management, Portfolio Management, Retirement Planning, Strategy, Mergers & Acquisitions, Coaching, Training, Recruiting, Talent Acquisition, Management, Private Equity, Entrepreneurship, Series 63, Financial Services, Asset Allocation, Financial Analysis, Alternative Investments, Mutual Funds, Credit, Asset Management, Team Building, Fixed Annuities, Sales Management, Finance, Loans, Financial Advisory, Insurance, Equities, Morningstar, Series 7, Fixed Income, Retirement, Wealth, Investment Advisory, Investment Banking, Investment Strategies, Risk Management, Bonds, Estate Planning
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Management
DePaul University College of Law 1983 — 1987
J.D, Law
University of California, Berkeley
B.A, Political Science
Rich East High School 1974 — 1978
Supernova Companies June 2015 - Present
Promus Capital, LLC January 2014 - Present
David A. Noyes & Company August 2011 - November 2013
First Command Financial Planning June 2010 - July 2011
UBS January 2008 - March 2010
UBS April 2007 - December 2007
Merrill Lynch Global Wealth Management June 2000 - April 2007
Garda May 1988 - December 1999
Skills
Wealth Management, Investments, Strategic Financial..., Securities, Investment Management, Banking, Business Development, Business Planning, Leadership, Sales, Consulting, Executive Management, Portfolio Management, Retirement Planning, Strategy, Mergers & Acquisitions, Coaching, Training, Recruiting, Talent Acquisition, Management, Private Equity, Entrepreneurship, Series 63, Financial Services, Asset Allocation, Financial Analysis, Alternative Investments, Mutual Funds, Credit, Asset Management, Team Building, Fixed Annuities, Sales Management, Finance, Loans, Financial Advisory, Insurance, Equities, Morningstar, Series 7, Fixed Income, Retirement, Wealth, Investment Advisory, Investment Banking, Investment Strategies, Risk Management, Bonds, Estate Planning
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Management
DePaul University College of Law 1983 — 1987
J.D, Law
University of California, Berkeley
B.A, Political Science
Rich East High School 1974 — 1978
Stephen Darcy Stephen Darcy's UBS Experience September 2000 - December 2003
Job Business Analyst
Industry Financial Services
Experience
Broadridge Financial Solutions December 2003 - Present
City of Danbury February 2012 - December 2012
UBS September 2000 - December 2003
Sanford C. Bernstein January 1999 - September 2000
Skills
Relationship Management, Customer Service, Microsoft Excel, Equities, Trading Systems, Derivatives, Back Office, Business Analysis, Investment Banking, FX Options, Capital Markets, Banking, Analysis, Finance, Middle Office, Electronic Trading, Risk Management, Financial Services, Trading, Management, SDLC, Financial Markets, Options, Financial Analysis, Securities, Financial Risk, Foreign Exchange, Fixed Income, Asset Management, Portfolio Management, SQL, Equity Derivatives, Requirements Analysis, Requirements Gathering, Forecasting, Process Improvement, Valuation, Bloomberg, Mutual Funds, Financial Modeling, Corporate Finance, Credit
Education
Dominican College of Blauvelt 1995 — 1999
Bachelor of Science (BS), Financial Management
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1995
Don Bosco Prep 1990 — 1994
Broadridge Financial Solutions December 2003 - Present
City of Danbury February 2012 - December 2012
UBS September 2000 - December 2003
Sanford C. Bernstein January 1999 - September 2000
Skills
Relationship Management, Customer Service, Microsoft Excel, Equities, Trading Systems, Derivatives, Back Office, Business Analysis, Investment Banking, FX Options, Capital Markets, Banking, Analysis, Finance, Middle Office, Electronic Trading, Risk Management, Financial Services, Trading, Management, SDLC, Financial Markets, Options, Financial Analysis, Securities, Financial Risk, Foreign Exchange, Fixed Income, Asset Management, Portfolio Management, SQL, Equity Derivatives, Requirements Analysis, Requirements Gathering, Forecasting, Process Improvement, Valuation, Bloomberg, Mutual Funds, Financial Modeling, Corporate Finance, Credit
Education
Dominican College of Blauvelt 1995 — 1999
Bachelor of Science (BS), Financial Management
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1995
Don Bosco Prep 1990 — 1994
Stanley Pillman Stanley Pillman's UBS Experience 2004 - 2010
Job President at Addison Asset Management LLC
Industry Financial Services
Experience
Logan Ventures LLC September 2010 - Present
Addison Asset Management LLC April 2010 - Present
UBS 2004 - 2010
CIBC Oppenheimer 1998 - 2004
Alex. Brown & Sons Inc. 1994 - 1998
Mesirow Financial 1990 - 1994
Skills
Capital Markets, Series 7, Mergers, Venture Capital, Financial Structuring, Hedge Funds, Risk Management, Valuation, Corporate Finance, Strategic Planning, Financial Analysis
Education
DePaul University College of Law 1979 — 1982
JD, Law
Illinois College 1965 — 1968
BS, Business and Economics
Logan Ventures LLC September 2010 - Present
Addison Asset Management LLC April 2010 - Present
UBS 2004 - 2010
CIBC Oppenheimer 1998 - 2004
Alex. Brown & Sons Inc. 1994 - 1998
Mesirow Financial 1990 - 1994
Skills
Capital Markets, Series 7, Mergers, Venture Capital, Financial Structuring, Hedge Funds, Risk Management, Valuation, Corporate Finance, Strategic Planning, Financial Analysis
Education
DePaul University College of Law 1979 — 1982
JD, Law
Illinois College 1965 — 1968
BS, Business and Economics
Richard Hinson's UBS Experience June 1999 - Present
Job Senior Vice President Investments at UBS
Industry Financial Services
Experience
UBS June 1999 - Present
Dain Rauscher April 1979 - June 1999
Skills
Wealth Management, Series 7, Securities, Investments, Retirement Planning
Education
Drake University Law School 1971 — 1974
Doctor of Law (J.D.), Law
University of Northern Iowa 1967 — 1971
Bachelor's degree, Business/Commerce, General
UBS June 1999 - Present
Dain Rauscher April 1979 - June 1999
Skills
Wealth Management, Series 7, Securities, Investments, Retirement Planning
Education
Drake University Law School 1971 — 1974
Doctor of Law (J.D.), Law
University of Northern Iowa 1967 — 1971
Bachelor's degree, Business/Commerce, General
Peter Cabaj Peter Cabaj's UBS Experience June 2010 - August 2010
Job Associate Director Research Technology Management at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
UBS O'Connor October 2010 - July 2014
UBS June 2010 - August 2010
Skills
Hedge Funds, Trading Systems, Market Data, Alternative Investments, Equities, Disaster Recovery, Derivatives, Business Process, Business Analysis, Project Management, SQL
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2011
Master of Science (MS), Technical Business Administration
DePaul University 2007 — 2010
Bachelor of Science (BS), Computer Science
UBS Investment Bank July 2014 - Present
UBS O'Connor October 2010 - July 2014
UBS June 2010 - August 2010
Skills
Hedge Funds, Trading Systems, Market Data, Alternative Investments, Equities, Disaster Recovery, Derivatives, Business Process, Business Analysis, Project Management, SQL
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2011
Master of Science (MS), Technical Business Administration
DePaul University 2007 — 2010
Bachelor of Science (BS), Computer Science
Daniel Gallegos Daniel Gallegos's UBS Experience February 2012 - July 2015
Job AVP at Lloyds Banking Group
Industry Investment Banking
Experience
Lloyds Banking Group August 2015 - Present
UBS February 2012 - July 2015
UBS Investment Bank 2007 - February 2012
Skills
Fixed Income, AML, Investment Banking, KYC, Anti Money Laundering, Derivatives, Microsoft Excel, Visio, Hedge Funds, Computer Hardware, Python-basic, VBA-Basic, Equities, Hold Series 7, Bloomberg, Financial Analysis
Education
Drexel University - College of Business and Administration 2002 — 2006
Drexel University
Lloyds Banking Group August 2015 - Present
UBS February 2012 - July 2015
UBS Investment Bank 2007 - February 2012
Skills
Fixed Income, AML, Investment Banking, KYC, Anti Money Laundering, Derivatives, Microsoft Excel, Visio, Hedge Funds, Computer Hardware, Python-basic, VBA-Basic, Equities, Hold Series 7, Bloomberg, Financial Analysis
Education
Drexel University - College of Business and Administration 2002 — 2006
Drexel University
Mary Nigro Mary Nigro's UBS Experience January 1995 - August 1997
Job Assistant Director Student Leadership & Involvement at SUNY College at Old Westbury
Industry Higher Education
Experience
SUNY College at Old Westbury April 2014 - December 2014
LIU Post February 2002 - June 2012
LIU Post 1997 - 2011
LIU Post February 2006 - August 2006
LIU Post September 1996 - February 2002
UBS January 1995 - August 1997
Ithaca College January 1992 - August 1994
Ithaca College August 1992 - July 1993
Macy's December 1990 - December 1991
Florida International University August 1990 - December 1990
Skills
Higher Education, Student Affairs, Student Development, Learning Outcomes, Outcomes Assessment, Student Retention, Intercollegiate..., Residence Life, Academic Advising, Admissions, Teaching, Research, Leadership Development, Training, Community Outreach, Staff Development, Program Development, Event Planning, Public Speaking
Education
Dowling College
Doctor of Education (Ed.D.), Education, Leadership and Technology
Long Island University, C.W. Post Campus 1994 — 1996
Master of Science (M.S.)
LIU Post 1982 — 1986
Bachelor of Science (BS), Business Administration
SUNY College at Old Westbury April 2014 - December 2014
LIU Post February 2002 - June 2012
LIU Post 1997 - 2011
LIU Post February 2006 - August 2006
LIU Post September 1996 - February 2002
UBS January 1995 - August 1997
Ithaca College January 1992 - August 1994
Ithaca College August 1992 - July 1993
Macy's December 1990 - December 1991
Florida International University August 1990 - December 1990
Skills
Higher Education, Student Affairs, Student Development, Learning Outcomes, Outcomes Assessment, Student Retention, Intercollegiate..., Residence Life, Academic Advising, Admissions, Teaching, Research, Leadership Development, Training, Community Outreach, Staff Development, Program Development, Event Planning, Public Speaking
Education
Dowling College
Doctor of Education (Ed.D.), Education, Leadership and Technology
Long Island University, C.W. Post Campus 1994 — 1996
Master of Science (M.S.)
LIU Post 1982 — 1986
Bachelor of Science (BS), Business Administration
Rebecca Bales Rebecca Bales's UBS Experience September 2004 - 2006
Job Director at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2014 - Present
Pershing November 2006 - April 2014
UBS September 2004 - 2006
AIG Advisor Group 2003 - 2006
JPMorgan Chase 1999 - 2002
Deutsche Bank July 1996 - 1999
Education
Dickinson College 1992 — 1996
BA, English and French Literature
Pershing, a BNY Mellon company April 2014 - Present
Pershing November 2006 - April 2014
UBS September 2004 - 2006
AIG Advisor Group 2003 - 2006
JPMorgan Chase 1999 - 2002
Deutsche Bank July 1996 - 1999
Education
Dickinson College 1992 — 1996
BA, English and French Literature
Won Kim Won Kim's UBS Experience June 2012 - December 2013
Job Regulatory Subject Matter Expert
Industry Investment Banking
Experience
Rabobank September 2015 - Present
Deutsche Bank December 2013 - Present
UBS June 2012 - December 2013
UBS August 2006 - June 2012
UBS Investment Bank March 1999 - August 2006
UBS Investment Bank July 1994 - March 2002
UBS July 1994 - March 1999
Korea First Bank September 1992 - July 1994
Skills
Regulatory Reporting, Report Design, Regulatory Relations, Data Management, Finance, Investment Banking, Financial Reporting, Business Analysis, Capital Markets, Derivatives, Risk Management, Internal Audit, Emerging Markets, Corporate Finance, Internal Controls, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Strategic Financial..., Hedge Funds, Due Diligence, Banking, Fixed Income, Financial Risk, FX Options, Valuation, Accounting, Financial Services, Analysis, Managerial Finance, Operational Risk..., Business Process..., Financial Accounting, Financial Audits, Auditing, Project Management, Data Modeling, Quality Assurance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MBA, Accountancy
The Ohio State University Fisher College of Business 1985 — 1989
BSBA, Accounting
Rabobank September 2015 - Present
Deutsche Bank December 2013 - Present
UBS June 2012 - December 2013
UBS August 2006 - June 2012
UBS Investment Bank March 1999 - August 2006
UBS Investment Bank July 1994 - March 2002
UBS July 1994 - March 1999
Korea First Bank September 1992 - July 1994
Skills
Regulatory Reporting, Report Design, Regulatory Relations, Data Management, Finance, Investment Banking, Financial Reporting, Business Analysis, Capital Markets, Derivatives, Risk Management, Internal Audit, Emerging Markets, Corporate Finance, Internal Controls, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Strategic Financial..., Hedge Funds, Due Diligence, Banking, Fixed Income, Financial Risk, FX Options, Valuation, Accounting, Financial Services, Analysis, Managerial Finance, Operational Risk..., Business Process..., Financial Accounting, Financial Audits, Auditing, Project Management, Data Modeling, Quality Assurance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MBA, Accountancy
The Ohio State University Fisher College of Business 1985 — 1989
BSBA, Accounting
Louis Cuebas Louis Cuebas's UBS Experience April 2014 - June 2014
Job InfoSec Program Manager
Industry Information Technology and Services
Experience
Cisco July 2014 - Present
UBS April 2014 - June 2014
Vodafone May 2013 - December 2013
BT Global Services April 2007 - March 2013
Early Career January 1995 - December 2007
Skills
Nortel Option 81c, 61,..., Wireless Networking, Circuit Design, RF Engineering, Microwave Engineering, Signalling, Microsoft Excel, Microsoft Word, Microsoft Office, Oracle Applications, Project Management, Order Management, IT Infrastructure..., IT Procurement, Vendor Management, Avaya Communication..., Avaya IP Telephony, Process Management, Army, MPLS Networking, OC3, DS3, Cable Management, Aerials, Cisco Call Manager, Telecommunications, Cisco Technologies, VoIP, Network Design, DSL, Telephony, Frame Relay, Wireless, BGP, QoS, Fiber Optics, T1, Managed Services, ISDN, Telecommunications..., Optical Fiber, Sla, IVR, WiFi, Switches, System Deployment, GSM, Unified Communications, LAN-WAN, Network Engineering
Education
Vodafone 2013 — 2013
Change Control, Change Management
Vodafone 2013 — 2013
ITILv3, Information Technology
PMP 2012 — 2012
PMP Candidate, Project Management
Global knowlege 2008 — 2008
Nortel Database Administration, Nortel Administration
Global knowlege 2005 — 2005
Cisco Unity, Administration
Global Knowlege 2004 — 2004
Life, CCNA, CCND
DeVry University 2000 — 2002
Telecommunications, Telecommunications Management
Signal Systems Certification 1994 — 1994
US Army certification, Signal Systems, microwave, wireless, and Satellite communications
U.S. Army Combat Engineer 1994 — 1994
certification, Combat Engineer
Valley Forge Military Academy & College 1990 — 1992
none, Military and Strategic Leadership
Cisco July 2014 - Present
UBS April 2014 - June 2014
Vodafone May 2013 - December 2013
BT Global Services April 2007 - March 2013
Early Career January 1995 - December 2007
Skills
Nortel Option 81c, 61,..., Wireless Networking, Circuit Design, RF Engineering, Microwave Engineering, Signalling, Microsoft Excel, Microsoft Word, Microsoft Office, Oracle Applications, Project Management, Order Management, IT Infrastructure..., IT Procurement, Vendor Management, Avaya Communication..., Avaya IP Telephony, Process Management, Army, MPLS Networking, OC3, DS3, Cable Management, Aerials, Cisco Call Manager, Telecommunications, Cisco Technologies, VoIP, Network Design, DSL, Telephony, Frame Relay, Wireless, BGP, QoS, Fiber Optics, T1, Managed Services, ISDN, Telecommunications..., Optical Fiber, Sla, IVR, WiFi, Switches, System Deployment, GSM, Unified Communications, LAN-WAN, Network Engineering
Education
Vodafone 2013 — 2013
Change Control, Change Management
Vodafone 2013 — 2013
ITILv3, Information Technology
PMP 2012 — 2012
PMP Candidate, Project Management
Global knowlege 2008 — 2008
Nortel Database Administration, Nortel Administration
Global knowlege 2005 — 2005
Cisco Unity, Administration
Global Knowlege 2004 — 2004
Life, CCNA, CCND
DeVry University 2000 — 2002
Telecommunications, Telecommunications Management
Signal Systems Certification 1994 — 1994
US Army certification, Signal Systems, microwave, wireless, and Satellite communications
U.S. Army Combat Engineer 1994 — 1994
certification, Combat Engineer
Valley Forge Military Academy & College 1990 — 1992
none, Military and Strategic Leadership
Ronald Lambke Ronald Lambke's UBS Experience January 2009 - Present
Job Vice President Wealth Management, UBS Financial Services Inc
Industry Financial Services
Experience
UBS January 2009 - Present
Morgan Stanley September 1994 - September 2008
Skills
Investment Management, Investment Strategies, Wealth Management, Series 7, Series 63, Asset Allocation, Alternative Investments, Retirement Planning, Series 65, Wealth Management..., Mutual Funds, Investments
Education
Elmhurst College 1983 — 1987
Bachelor of Science, Management
DePaul University
MBA, Finance
UBS January 2009 - Present
Morgan Stanley September 1994 - September 2008
Skills
Investment Management, Investment Strategies, Wealth Management, Series 7, Series 63, Asset Allocation, Alternative Investments, Retirement Planning, Series 65, Wealth Management..., Mutual Funds, Investments
Education
Elmhurst College 1983 — 1987
Bachelor of Science, Management
DePaul University
MBA, Finance
Margie Perez Margie Perez's UBS Experience January 1998 - May 2001
Job Realtor
Industry Real Estate
Experience
Smith and Associates Real Estate August 2012 - Present
Exit Homevets Realty July 2001 - May 2012
UBS January 1998 - May 2001
Alivio Medical Center April 1993 - October 1998
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Photoshop, Adobe, Outlook, Facebook, Twitter, YouTube, LinkedIn, Sellers, Short Sales, First Time Home Buyers, New Home Sales, Buyer Representation, Relocation, Condos, Waterfront, Single Family Homes, REO, Foreclosures, Referrals, Luxury, Investment Properties, Real Estate, Investors, Residential Homes, Selling, SFR, e-PRO, ABR, National Association of..., ABR Designation, SFR Certified, New Homes, Listings, Townhomes, Property, Existing Home Sales, Buyer's Agent, First Time Home Sellers, Empty Nesters, Seller's, Seniors, Rentals, Home Staging, Sales
Education
DePaul University 1993 — 1998
Marketing & Communication
Smith and Associates Real Estate August 2012 - Present
Exit Homevets Realty July 2001 - May 2012
UBS January 1998 - May 2001
Alivio Medical Center April 1993 - October 1998
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Photoshop, Adobe, Outlook, Facebook, Twitter, YouTube, LinkedIn, Sellers, Short Sales, First Time Home Buyers, New Home Sales, Buyer Representation, Relocation, Condos, Waterfront, Single Family Homes, REO, Foreclosures, Referrals, Luxury, Investment Properties, Real Estate, Investors, Residential Homes, Selling, SFR, e-PRO, ABR, National Association of..., ABR Designation, SFR Certified, New Homes, Listings, Townhomes, Property, Existing Home Sales, Buyer's Agent, First Time Home Sellers, Empty Nesters, Seller's, Seniors, Rentals, Home Staging, Sales
Education
DePaul University 1993 — 1998
Marketing & Communication
Jane Page, AWMA®'s UBS Experience September 2015 - Present
Job Financial Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS September 2015 - Present
UBS August 2013 - September 2015
Wells Fargo November 2012 - June 2013
Merrill Lynch May 2009 - June 2012
Bank of America October 2007 - May 2009
Morgan Stanley January 2004 - October 2007
Education
Dickinson College
Bachelor of Arts (B.A.), History
UBS September 2015 - Present
UBS August 2013 - September 2015
Wells Fargo November 2012 - June 2013
Merrill Lynch May 2009 - June 2012
Bank of America October 2007 - May 2009
Morgan Stanley January 2004 - October 2007
Education
Dickinson College
Bachelor of Arts (B.A.), History
Richard Fasano Richard Fasano's UBS Experience 1995 - 1997
Job Recruiter
Industry Consumer Services
Experience
The Livingston Institute June 2005 - Present
Strategic Healthcare Staffing January 2014 - July 2014
The MindStretch Book Launch February 2013 - December 2013
UBS Investment Bank June 2006 - November 2012
Fidelity Mortgage 2005 - 2006
UBS 1995 - 1997
Advanced Video Concepts 1985 - 1994
CWS System Services 1990 - 1991
O'Connor and Associates July 1984 - January 1989
Robert T. Becker and Assoc 1982 - 1984
Skills
Business Analysis, Business Development, Vendor Management, Equities, Operations Management, Investment Banking, Team Leadership, Project Management, Mergers & Acquisitions, Risk Management, Start-ups, Management Consulting, Entrepreneurship, Strategy, Business Process..., Outsourcing, Program Management, Business Strategy, IT Strategy, Executive Management, Business Planning, Change Management, Financial Services, Leadership, CRM, Process Improvement, Banking, PMO, Consulting, Portfolio Management, Project Delivery, Team Management, Project Portfolio..., Management, IT Management, Team Building, Analytics, SDLC, Cross-functional Team..., Customer Experience, Customer Satisfaction, Account Management, Recruiting, Contract Recruitment, Contract Negotiation, Customer Service, Business Networking, Social Networking, Networking
Education
Dowling College 1988 — 1990
MBA, Management
Institute of Integration Nutrition 2014 — 2015
Foods, Nutrition, and Wellness Studies, General
Pace University - Lubin School of Business 1978 — 1983
BBA, MIS
BTS in Tucson, AZ
The Livingston Institute June 2005 - Present
Strategic Healthcare Staffing January 2014 - July 2014
The MindStretch Book Launch February 2013 - December 2013
UBS Investment Bank June 2006 - November 2012
Fidelity Mortgage 2005 - 2006
UBS 1995 - 1997
Advanced Video Concepts 1985 - 1994
CWS System Services 1990 - 1991
O'Connor and Associates July 1984 - January 1989
Robert T. Becker and Assoc 1982 - 1984
Skills
Business Analysis, Business Development, Vendor Management, Equities, Operations Management, Investment Banking, Team Leadership, Project Management, Mergers & Acquisitions, Risk Management, Start-ups, Management Consulting, Entrepreneurship, Strategy, Business Process..., Outsourcing, Program Management, Business Strategy, IT Strategy, Executive Management, Business Planning, Change Management, Financial Services, Leadership, CRM, Process Improvement, Banking, PMO, Consulting, Portfolio Management, Project Delivery, Team Management, Project Portfolio..., Management, IT Management, Team Building, Analytics, SDLC, Cross-functional Team..., Customer Experience, Customer Satisfaction, Account Management, Recruiting, Contract Recruitment, Contract Negotiation, Customer Service, Business Networking, Social Networking, Networking
Education
Dowling College 1988 — 1990
MBA, Management
Institute of Integration Nutrition 2014 — 2015
Foods, Nutrition, and Wellness Studies, General
Pace University - Lubin School of Business 1978 — 1983
BBA, MIS
BTS in Tucson, AZ
Thomas Price Jr Thomas Price Jr's UBS Experience 1995 - 1998
Job North American Head of Securities Finance Relationship Management at SunGard
Industry Financial Services
Experience
SunGard May 2015 - Present
SunGard Securities Finance March 2010 - Present
Merrill Lynch March 2006 - January 2009
Goldman Sachs February 2000 - March 2006
UBS 1995 - 1998
Credit Suisse First Boston 1995 - 1998
Skills
Prime Brokerage, Securities, Capital Markets, Securities Lending, Equities, Fixed Income, Series 7, Trading, Trading Systems, Bonds, Funding, Back Office, Customer Relations, Settlements, FX, prime b, capital, customer re, securities l, trading sy
Education
Dowling College
Finance, Finance
Duquesne University
SunGard May 2015 - Present
SunGard Securities Finance March 2010 - Present
Merrill Lynch March 2006 - January 2009
Goldman Sachs February 2000 - March 2006
UBS 1995 - 1998
Credit Suisse First Boston 1995 - 1998
Skills
Prime Brokerage, Securities, Capital Markets, Securities Lending, Equities, Fixed Income, Series 7, Trading, Trading Systems, Bonds, Funding, Back Office, Customer Relations, Settlements, FX, prime b, capital, customer re, securities l, trading sy
Education
Dowling College
Finance, Finance
Duquesne University
Radhika Katial Radhika Katial's UBS Experience August 2010 - December 2010
Job Practice Operations Coordinator at Baker & McKenzie
Industry Financial Services
Experience
Baker & McKenzie April 2015 - Present
Kirkland & Ellis LLP October 2011 - April 2015
Chapman and Cutler LLP January 2011 - December 2011
UBS August 2010 - December 2010
International Insurance Agency December 2008 - March 2010
UTSAV June 2009 - November 2009
Skills
Customer Service, Marketing
Education
DePaul University 2007 — 2011
Bachelors of Science, Finance & Marketing
Baker & McKenzie April 2015 - Present
Kirkland & Ellis LLP October 2011 - April 2015
Chapman and Cutler LLP January 2011 - December 2011
UBS August 2010 - December 2010
International Insurance Agency December 2008 - March 2010
UTSAV June 2009 - November 2009
Skills
Customer Service, Marketing
Education
DePaul University 2007 — 2011
Bachelors of Science, Finance & Marketing
Rutuma Desai Rutuma Desai's UBS Experience June 2006 - January 2008
Job Sr. SharePoint Specialist US Region at M+W Group
Industry Construction
Experience
M+W Group September 2011 - Present
Anthelio Healthcare Solutions June 2008 - August 2011
UBS June 2006 - January 2008
Independent Consulting October 2005 - June 2006
Texcel Technology Plc January 2004 - December 2004
Skills
SharePoint, Microsoft SQL Server, Microsoft Office..., ASP.NET, SharePoint Designer, InfoPath, SSRS, Leadership, SDLC, Software Development, Business Intelligence, Training, IIS, .NET, C#, Enterprise Architecture, Solution Architecture, Visio, Visual Studio, XML
Education
University of Greenwich 2003 — 2005
MSc, Electroincs
Dharmsinh Desai Institute of Technology 1999 — 2003
BE, Instrumentation and Control Engineering
M+W Group September 2011 - Present
Anthelio Healthcare Solutions June 2008 - August 2011
UBS June 2006 - January 2008
Independent Consulting October 2005 - June 2006
Texcel Technology Plc January 2004 - December 2004
Skills
SharePoint, Microsoft SQL Server, Microsoft Office..., ASP.NET, SharePoint Designer, InfoPath, SSRS, Leadership, SDLC, Software Development, Business Intelligence, Training, IIS, .NET, C#, Enterprise Architecture, Solution Architecture, Visio, Visual Studio, XML
Education
University of Greenwich 2003 — 2005
MSc, Electroincs
Dharmsinh Desai Institute of Technology 1999 — 2003
BE, Instrumentation and Control Engineering
Janet Johns Janet Johns's UBS Experience 1993 - 1999
Job Business Development
Industry Financial Services
Experience
C4 Services, LLC 2003 - Present
Alumni Association Board of Directors DePauw University 2009 - 2011
SG Cowen Securities 1999 - 2001
UBS 1993 - 1999
Chemical Bank 1992 - 1993
Skills
Wealth Management, Public Speaking, Private Equity, Non-profits, Fundraising, Marketing, Negotiation, Corporate Communications, Event Planning, Strategy, Team Building, Nonprofits, Strategic Partnerships, Strategic Planning, Small Business, Start-ups, Public Relations, Entrepreneurship, Business Planning, Marketing Strategy, Management Consulting, Business Strategy, Social Media Marketing, Social Media, Leadership, Online Marketing, Marketing Communications, Online Advertising, New Business Development, Email Marketing, Event Management, Business Development, Board Development
Education
DePauw University 1981 — 1985
C4 Services, LLC 2003 - Present
Alumni Association Board of Directors DePauw University 2009 - 2011
SG Cowen Securities 1999 - 2001
UBS 1993 - 1999
Chemical Bank 1992 - 1993
Skills
Wealth Management, Public Speaking, Private Equity, Non-profits, Fundraising, Marketing, Negotiation, Corporate Communications, Event Planning, Strategy, Team Building, Nonprofits, Strategic Partnerships, Strategic Planning, Small Business, Start-ups, Public Relations, Entrepreneurship, Business Planning, Marketing Strategy, Management Consulting, Business Strategy, Social Media Marketing, Social Media, Leadership, Online Marketing, Marketing Communications, Online Advertising, New Business Development, Email Marketing, Event Management, Business Development, Board Development
Education
DePauw University 1981 — 1985
Doug Cottings Doug Cottings's UBS Experience December 2006 - June 2009
Job Staff Vice President, Market Strategy & Insights at Anthem
Industry Financial Services
Experience
Anthem September 2013 - Present
GfK July 2009 - September 2013
UBS December 2006 - June 2009
Ipsos 2004 - 2006
Bank of America 2001 - 2004
Skills
Segmentation, Strategy, Market Research, Analysis, Financial Services, Quantitative Research, B2B, Analytics, Management, Marketing, Banking, Competitive Analysis, Customer Insight, Product Development
Education
Drake University
Adjunct Marketing Professor
Miami University
Adjunct Marketing Professor
Xavier University
MBA
Miami University
B.S., Business
Anthem September 2013 - Present
GfK July 2009 - September 2013
UBS December 2006 - June 2009
Ipsos 2004 - 2006
Bank of America 2001 - 2004
Skills
Segmentation, Strategy, Market Research, Analysis, Financial Services, Quantitative Research, B2B, Analytics, Management, Marketing, Banking, Competitive Analysis, Customer Insight, Product Development
Education
Drake University
Adjunct Marketing Professor
Miami University
Adjunct Marketing Professor
Xavier University
MBA
Miami University
B.S., Business
Mark Russo Mark Russo's UBS Experience June 2000 - Present
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS June 2000 - Present
Skills
Wealth Management, Charitable Giving, Charitable Gift Planning, Board of Directors
Education
DePaul University 1990 — 1994
Bachelor of Arts (B.A.)
UBS June 2000 - Present
Skills
Wealth Management, Charitable Giving, Charitable Gift Planning, Board of Directors
Education
DePaul University 1990 — 1994
Bachelor of Arts (B.A.)
Chad Fulmor Chad Fulmor's UBS Experience July 2001 - June 2003
Job Vice President Product Marketing at BlackRock
Industry Financial Services
Experience
BlackRock May 2014 - Present
Athene Annuity & Life Assurance Company February 2012 - April 2014
Pacer Financial May 2008 - February 2012
Bank of America June 2003 - June 2005
UBS July 2001 - June 2003
Skills
FINRA Series 7, 63, 65,..., Mutual Funds, ETFs, Retirement Planning, 401k, Alternative Investments, Asset Allocation, Securities, Investment Strategies, Wealth Management, Separately Managed..., Retirement, Life Insurance, FINRA, Strategic Financial...
Education
Drexel University 2005 — 2008
MBA, Marketing
James Madison University 1993 — 1997
BA, History & English
BlackRock May 2014 - Present
Athene Annuity & Life Assurance Company February 2012 - April 2014
Pacer Financial May 2008 - February 2012
Bank of America June 2003 - June 2005
UBS July 2001 - June 2003
Skills
FINRA Series 7, 63, 65,..., Mutual Funds, ETFs, Retirement Planning, 401k, Alternative Investments, Asset Allocation, Securities, Investment Strategies, Wealth Management, Separately Managed..., Retirement, Life Insurance, FINRA, Strategic Financial...
Education
Drexel University 2005 — 2008
MBA, Marketing
James Madison University 1993 — 1997
BA, History & English
Maria Perez Walsh Maria Perez Walsh's UBS Experience 2000 - 2002
Job Director, Employee Benefit Plans, The Nielsen Company
Industry Human Resources
Experience
The Nielsen Company April 2007 - Present
CITI, INC March 2007 - Present
The Nielsen Company January 2007 - Present
Citigroup 2002 - 2007
UBS PAINEWEBBER January 2000 - January 2002
UBS 2000 - 2002
New York University January 1998 - January 2000
New York University 1998 - 2000
Prudential Investments January 1996 - January 1998
Prudential Investments 1996 - 1998
Education
Drew University 1992 — 1996
Bachelor of Arts, Political Science
Drew University
Bachelor of Arts, Political Science
The Nielsen Company April 2007 - Present
CITI, INC March 2007 - Present
The Nielsen Company January 2007 - Present
Citigroup 2002 - 2007
UBS PAINEWEBBER January 2000 - January 2002
UBS 2000 - 2002
New York University January 1998 - January 2000
New York University 1998 - 2000
Prudential Investments January 1996 - January 1998
Prudential Investments 1996 - 1998
Education
Drew University 1992 — 1996
Bachelor of Arts, Political Science
Drew University
Bachelor of Arts, Political Science
Gabrielle (Gabrielle Kelly) Hagele's UBS Experience August 1994 - March 2005
Job Senior Human Resources Manager at Truven Health Analytics
Industry Information Technology and Services
Experience
Truven Health Analytics November 2010 - Present
CVS Caremark Corporation January 2008 - November 2010
BP March 2005 - January 2008
UBS August 1994 - March 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, ADP HRB, PeopleSoft, Ceridian, Outstanding people..., Driving Results, Training, HRIS, Personnel Management, PowerPoint, Leadership, Strategy, Recruiting
Education
Dominican University 1989 — 2001
Master's degree, Organizational Management
Roosevelt University 1993 — 1994
Paralegal Certificate, Employee Benefits, Honors
University of Illinois at Chicago 1989 — 1993
Bachelor's degree, Criminal Justice and Corrections
Truven Health Analytics November 2010 - Present
CVS Caremark Corporation January 2008 - November 2010
BP March 2005 - January 2008
UBS August 1994 - March 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, ADP HRB, PeopleSoft, Ceridian, Outstanding people..., Driving Results, Training, HRIS, Personnel Management, PowerPoint, Leadership, Strategy, Recruiting
Education
Dominican University 1989 — 2001
Master's degree, Organizational Management
Roosevelt University 1993 — 1994
Paralegal Certificate, Employee Benefits, Honors
University of Illinois at Chicago 1989 — 1993
Bachelor's degree, Criminal Justice and Corrections
Agustin Lozano, MBA's UBS Experience October 2002 - February 2005
Job SVP, Commercial Real Estate Finance
Industry Financial Services
Experience
River North Mortgage Company March 2014 - Present
El Hogar del Nino December 2013 - March 2014
DePaul University September 2012 - July 2013
BMO Harris Bank April 2008 - May 2011
National City Bank February 2005 - April 2008
UBS October 2002 - February 2005
Banco Santander September 2001 - October 2002
Skills
Series 7, Valuation, Real Estate, Investments, Portfolio Management, Banking, Marketing Strategy, Financial Modeling, Asset Management, Credit, Finance, Risk Management, Financial Analysis, Credit Analysis, Loans, Commercial Banking, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
MBA, Finance, Real Estate Finance & Investments
Inter-American University of Puerto Rico-Metropolitan Campus
Bachelor of Business Administration (BBA), Summa cum Laude
Universidad ICESI
Business Administration and Management, General
River North Mortgage Company March 2014 - Present
El Hogar del Nino December 2013 - March 2014
DePaul University September 2012 - July 2013
BMO Harris Bank April 2008 - May 2011
National City Bank February 2005 - April 2008
UBS October 2002 - February 2005
Banco Santander September 2001 - October 2002
Skills
Series 7, Valuation, Real Estate, Investments, Portfolio Management, Banking, Marketing Strategy, Financial Modeling, Asset Management, Credit, Finance, Risk Management, Financial Analysis, Credit Analysis, Loans, Commercial Banking, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
MBA, Finance, Real Estate Finance & Investments
Inter-American University of Puerto Rico-Metropolitan Campus
Bachelor of Business Administration (BBA), Summa cum Laude
Universidad ICESI
Business Administration and Management, General
Dana Hayes III's UBS Experience May 2014 - August 2014
Job Investment Banking Summer Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2015 - Present
Taringa! January 2015 - May 2015
UBS May 2014 - August 2014
Chicago Board of Trade May 2013 - July 2013
YuMe January 2013 - February 2013
Skills
Microsoft Excel, Microsoft Office, English, Research, Customer Service, Strategic Planning, Teamwork, Finance
Education
DePauw University 2012 — 2016
Bachelor of Science (B.S.), Economics
New Trier High School 2009 — 2012
KeyBanc Capital Markets May 2015 - Present
Taringa! January 2015 - May 2015
UBS May 2014 - August 2014
Chicago Board of Trade May 2013 - July 2013
YuMe January 2013 - February 2013
Skills
Microsoft Excel, Microsoft Office, English, Research, Customer Service, Strategic Planning, Teamwork, Finance
Education
DePauw University 2012 — 2016
Bachelor of Science (B.S.), Economics
New Trier High School 2009 — 2012
David S. Clemente, PMP's UBS Experience January 2007 - January 2008
Job Senior Vice President @ Total Systems Education, Ltd.
Industry Professional Training & Coaching
Experience
Total Systems Education August 2002 - Present
One Win Consulting Corporation February 2007 - Present
Project Management Institute, Long Island Chapter January 2007 - Present
UBS January 2007 - January 2008
Citi January 2002 - December 2005
Skills
Program Management, Project Management, Team Building, Change Management, Process Improvement, Cross-functional Team..., Vendor Management, Training, Business Process..., Coaching, Strategic Planning, Project Planning, Six Sigma, PMP, Organizational..., Business Analysis, Management, Call Centers, MS Project, Team Leadership, PMO, Project Portfolio..., Leadership, Analysis, Quality Assurance, SDLC, Strategy, IT Management, Management Consulting, Operations Management, Process Engineering, Visio, Risk Management, Budgets, IT Strategy, Integration, CRM, Organizational..., Business Intelligence, Product Management, Certified Project..., Executive Management, Business Process, Consulting, PMI, Resource Management, Governance, Outsourcing, Executive Development, Business Transformation
Education
Dowling College 1992 — 1996
Business Administration, Business
Miller Place 1989 — 1992
Tennis!
Total Systems Education August 2002 - Present
One Win Consulting Corporation February 2007 - Present
Project Management Institute, Long Island Chapter January 2007 - Present
UBS January 2007 - January 2008
Citi January 2002 - December 2005
Skills
Program Management, Project Management, Team Building, Change Management, Process Improvement, Cross-functional Team..., Vendor Management, Training, Business Process..., Coaching, Strategic Planning, Project Planning, Six Sigma, PMP, Organizational..., Business Analysis, Management, Call Centers, MS Project, Team Leadership, PMO, Project Portfolio..., Leadership, Analysis, Quality Assurance, SDLC, Strategy, IT Management, Management Consulting, Operations Management, Process Engineering, Visio, Risk Management, Budgets, IT Strategy, Integration, CRM, Organizational..., Business Intelligence, Product Management, Certified Project..., Executive Management, Business Process, Consulting, PMI, Resource Management, Governance, Outsourcing, Executive Development, Business Transformation
Education
Dowling College 1992 — 1996
Business Administration, Business
Miller Place 1989 — 1992
Tennis!
Seth M. Amdur, CRPC®'s UBS Experience February 2014 - Present
Job Financial Advisor to Oil & Gas Industry Professionals
Industry Financial Services
Experience
UBS February 2014 - Present
Wyndham Worldwide / RCI January 2013 - July 2013
Walt Disney World June 2011 - January 2012
Morgan Stanley September 2004 - August 2009
Education
College for Financial Planning 2015 — 2015
Chartered Retirement Planning Counselor
Rollins College - Crummer Graduate School of Business 2010 — 2011
MBA, Finance and Management
Drew University 2001 — 2005
B.A, Political Science; Economics; Business Management
Livingston High School 1996 — 2000
UBS February 2014 - Present
Wyndham Worldwide / RCI January 2013 - July 2013
Walt Disney World June 2011 - January 2012
Morgan Stanley September 2004 - August 2009
Education
College for Financial Planning 2015 — 2015
Chartered Retirement Planning Counselor
Rollins College - Crummer Graduate School of Business 2010 — 2011
MBA, Finance and Management
Drew University 2001 — 2005
B.A, Political Science; Economics; Business Management
Livingston High School 1996 — 2000
Clintonia (Toni) Slappy's UBS Experience July 2007 - December 2007
Job Recruitment Consultant Hilton Grand Vacations at WilsonHCG
Industry Human Resources
Experience
WilsonHCG August 2015 - Present
Oticon USA February 2015 - August 2015
Nauticus Group September 2014 - February 2015
AppleOne Employment Services April 2014 - September 2014
Aerosoles December 2011 - July 2013
Sovereign Bank August 2011 - November 2011
Hackensack University Medical Center December 2009 - August 2011
Macy's East October 2007 - November 2009
On the Marks Staffing 2008 - 2008
UBS July 2007 - December 2007
Skills
Human Resources, Recruiting, Social Networking, Business Networking, Strategic Planning, Recruitment Training, Recruitment Advertising, College Recruiting, campus recruiting, Pipeline Development, Succession Planning, HR Consulting, Employment Law, Employer Branding, Retail Banking, Retail Sales, Specialty Retail, Behavioral Interviewing, Applicant Tracking..., High Potential..., iCIMS, PeopleSoft, Taleo, HR Metrics, New Store Openings, Change Management
Education
DeVry University
Bachelor, Human Resource Management
WilsonHCG August 2015 - Present
Oticon USA February 2015 - August 2015
Nauticus Group September 2014 - February 2015
AppleOne Employment Services April 2014 - September 2014
Aerosoles December 2011 - July 2013
Sovereign Bank August 2011 - November 2011
Hackensack University Medical Center December 2009 - August 2011
Macy's East October 2007 - November 2009
On the Marks Staffing 2008 - 2008
UBS July 2007 - December 2007
Skills
Human Resources, Recruiting, Social Networking, Business Networking, Strategic Planning, Recruitment Training, Recruitment Advertising, College Recruiting, campus recruiting, Pipeline Development, Succession Planning, HR Consulting, Employment Law, Employer Branding, Retail Banking, Retail Sales, Specialty Retail, Behavioral Interviewing, Applicant Tracking..., High Potential..., iCIMS, PeopleSoft, Taleo, HR Metrics, New Store Openings, Change Management
Education
DeVry University
Bachelor, Human Resource Management
Sahar Nawab Sahar Nawab's UBS Experience May 2011 - May 2012
Job Sr Consultant at CVS Health
Industry Financial Services
Experience
CVS Health March 2015 - Present
Perceptions by Sahar June 2009 - Present
PNC Mortgage July 2013 - March 2015
PNC Mortgage June 2012 - March 2015
UBS May 2011 - May 2012
Target June 2011 - August 2011
Best Buy July 2008 - June 2011
UBS January 2011 - May 2011
Skills
Photography, Microsoft Office Suite, Electronics, Microsoft Excel, PowerPoint, Customer Service, Market Research, Microsoft Word, Sales, Outlook, Marketing, Salesforce.com, Leadership, Social Media, Microsoft Office
Education
DePaul University 2008 — 2012
Bachelor of Science (B.S.), Finance & Marketing
CVS Health March 2015 - Present
Perceptions by Sahar June 2009 - Present
PNC Mortgage July 2013 - March 2015
PNC Mortgage June 2012 - March 2015
UBS May 2011 - May 2012
Target June 2011 - August 2011
Best Buy July 2008 - June 2011
UBS January 2011 - May 2011
Skills
Photography, Microsoft Office Suite, Electronics, Microsoft Excel, PowerPoint, Customer Service, Market Research, Microsoft Word, Sales, Outlook, Marketing, Salesforce.com, Leadership, Social Media, Microsoft Office
Education
DePaul University 2008 — 2012
Bachelor of Science (B.S.), Finance & Marketing
Eric Errichiello Eric Errichiello's UBS Experience March 2010 - August 2010
Job IT Specialist at Fullerton Engineering
Industry Information Technology and Services
Experience
Fullerton Engineering Consultants, Inc. February 2015 - Present
Ecolab November 2013 - February 2015
Networks Consulting Resources Inc. April 2012 - November 2013
UBS March 2010 - August 2010
Skills
SQL, Information Technology, Operating Systems, Java, Computer Science, Computer Hardware, C++, HTML, Software Development, SharePoint, Visual Studio, Databases, Network Monitoring Tools, Microsoft SQL Server, Process Improvement, CSS, Management, Microsoft Exchange, Windows, Leadership, Windows Server, Active Directory, Office 365
Education
DeVry University-Illinois 2011 — 2013
Bachelor's degree, Computer Science
Fullerton Engineering Consultants, Inc. February 2015 - Present
Ecolab November 2013 - February 2015
Networks Consulting Resources Inc. April 2012 - November 2013
UBS March 2010 - August 2010
Skills
SQL, Information Technology, Operating Systems, Java, Computer Science, Computer Hardware, C++, HTML, Software Development, SharePoint, Visual Studio, Databases, Network Monitoring Tools, Microsoft SQL Server, Process Improvement, CSS, Management, Microsoft Exchange, Windows, Leadership, Windows Server, Active Directory, Office 365
Education
DeVry University-Illinois 2011 — 2013
Bachelor's degree, Computer Science
Monica Grygorowicz Monica Grygorowicz's UBS Experience September 2014 - June 2015
Job Industry Relations Analyst at Catamaran
Industry Financial Services
Experience
Catamaran September 2015 - Present
UBS September 2014 - June 2015
American Chartered Bank November 2013 - September 2014
Dom Itp February 2013 - December 2013
Dom Itp November 2012 - February 2013
Skills
Finance, Customer Service, Microsoft Office, Microsoft Excel, Student Leadership, Polish, Team Leadership, Problem Solving, PowerPoint, Time Management, Organizational...
Education
DePaul University 2011 — 2015
Bachelor's Degree, Finance and Management, Entrepreneurship
Catamaran September 2015 - Present
UBS September 2014 - June 2015
American Chartered Bank November 2013 - September 2014
Dom Itp February 2013 - December 2013
Dom Itp November 2012 - February 2013
Skills
Finance, Customer Service, Microsoft Office, Microsoft Excel, Student Leadership, Polish, Team Leadership, Problem Solving, PowerPoint, Time Management, Organizational...
Education
DePaul University 2011 — 2015
Bachelor's Degree, Finance and Management, Entrepreneurship
John Santoro John Santoro's UBS Experience April 2014 - Present
Job Executive Team Assistant at UBS
Industry Financial Services
Experience
UBS April 2014 - Present
UBS October 2009 - April 2014
UBS July 2008 - October 2009
UBS June 2006 - July 2008
Education
Drexel University 2001 — 2006
Bachelor of Science (BS), Business Administration
UBS April 2014 - Present
UBS October 2009 - April 2014
UBS July 2008 - October 2009
UBS June 2006 - July 2008
Education
Drexel University 2001 — 2006
Bachelor of Science (BS), Business Administration
Grace Wingerter Grace Wingerter's UBS Experience March 2013 - Present
Job Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS March 2013 - Present
Education
Drew University 2006 — 2010
BA, Sociology, Biology, Public Health
Rumson Fair Haven Regional High School 2002 — 2006
UBS March 2013 - Present
Education
Drew University 2006 — 2010
BA, Sociology, Biology, Public Health
Rumson Fair Haven Regional High School 2002 — 2006
David Lee's UBS Experience April 2006 - October 2011
Job Senior HR Strategic Business Partner at AIG
Industry Insurance
Experience
AIG April 2015 - Present
AIG April 2013 - March 2015
AIG March 2012 - March 2013
AIG October 2011 - March 2012
UBS April 2006 - October 2011
Deloitte Consulting 2000 - 2006
McKinsey & Company 1998 - 2000
NYU Stern School of Business 1995 - 1998
Drew University 1993 - 1995
Dickinson College 1991 - 1993
Skills
Talent Management, Recruiting, Talent Acquisition, Workforce Planning, Onboarding, Performance Management, Succession Planning, Change Management, Applicant Tracking..., Organizational..., Deferred Compensation, Organizational Design, Organizational..., Employee Engagement, College Recruiting, Management
Education
Dickinson College 1987 — 1991
BA, Political Science
Dickinson Center for European Studies, Bologna, Italy 1989 — 1990
European Politics, Art History and Italian
AIG April 2015 - Present
AIG April 2013 - March 2015
AIG March 2012 - March 2013
AIG October 2011 - March 2012
UBS April 2006 - October 2011
Deloitte Consulting 2000 - 2006
McKinsey & Company 1998 - 2000
NYU Stern School of Business 1995 - 1998
Drew University 1993 - 1995
Dickinson College 1991 - 1993
Skills
Talent Management, Recruiting, Talent Acquisition, Workforce Planning, Onboarding, Performance Management, Succession Planning, Change Management, Applicant Tracking..., Organizational..., Deferred Compensation, Organizational Design, Organizational..., Employee Engagement, College Recruiting, Management
Education
Dickinson College 1987 — 1991
BA, Political Science
Dickinson Center for European Studies, Bologna, Italy 1989 — 1990
European Politics, Art History and Italian
Jack Brown, CFA Jack Brown, CFA's UBS Experience 1998 - 2000
Job Partner, Managing Member at Aviance Capital Partners
Industry Financial Services
Experience
Aviance Capital Partners October 2011 - Present
Laureola Asset Management 2005 - December 2011
CFA Society of Naples September 2009 - September 2010
Prudential Financial 2004 - 2005
Smith Barney 2000 - 2004
UBS 1998 - 2000
Thomson Reuters (CDA/Wiesenberger) 1995 - 1998
Skills
Security Analysis, Business Strategy, Leadership Development, Growth Management, Client Counseling, Investments, Valuation, Portfolio Management, Asset Allocation, Value Investing, Growth Investing
Education
Drexel University 1995 — 1997
Master's degree, Business Administration and Management, General
Indiana University of Pennsylvania 1988 — 1993
BA, Economics
Governor Mifflin H.S., Shillington, PA 1985 — 1988
High School Diploma!
Aviance Capital Partners October 2011 - Present
Laureola Asset Management 2005 - December 2011
CFA Society of Naples September 2009 - September 2010
Prudential Financial 2004 - 2005
Smith Barney 2000 - 2004
UBS 1998 - 2000
Thomson Reuters (CDA/Wiesenberger) 1995 - 1998
Skills
Security Analysis, Business Strategy, Leadership Development, Growth Management, Client Counseling, Investments, Valuation, Portfolio Management, Asset Allocation, Value Investing, Growth Investing
Education
Drexel University 1995 — 1997
Master's degree, Business Administration and Management, General
Indiana University of Pennsylvania 1988 — 1993
BA, Economics
Governor Mifflin H.S., Shillington, PA 1985 — 1988
High School Diploma!
Gina Crisman Gina Crisman's UBS Experience 2003 - Present
Job Multifaceted & accomplished Business Professional with extensive management, operations, and administrative experience
Industry Financial Services
Experience
UBS 2003 - Present
UBS 2000 - 2003
Skills
Program Management, Event Management, Meeting Planning, Event Planning, Administrative..., Business Reporting, Operations Management, Purchasing, Procurement, Training & Development, Client Relationship..., CRM, Database Management, Business Analysis, Project Management, Vendor Management
Education
Dover Business College
UBS 2003 - Present
UBS 2000 - 2003
Skills
Program Management, Event Management, Meeting Planning, Event Planning, Administrative..., Business Reporting, Operations Management, Purchasing, Procurement, Training & Development, Client Relationship..., CRM, Database Management, Business Analysis, Project Management, Vendor Management
Education
Dover Business College
Laura Xu's UBS Experience 2010 - 2010
Job Morgan Stanley Financial Advisor
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Credit Suisse July 2011 - 2014
UBS 2010 - 2010
TriPoint Global Equities 2009 - 2009
Skills
Asset Allocation, Bloomberg, Investments, Financial Modeling, Relationship Management, Microsoft Excel, Wealth Management, Commercial Real Estate, Mutual Funds, Series 7, Real Estate, Investment Advisory, Private Equity, Private Banking, Due Diligence, Secured Funding, Money Market fund, Economics, Wealth Management..., Emerging Markets, Portfolio Management, Financial Services, Asset Managment, Financial Analysis, Series 66, Sales
Education
Dickinson College 2007 — 2011
Bachelor of Arts (B.A.), Economics
New York University
professional development, Real Estate Financial Analysis
University of East Anglia
study abroad program, economics, mathematics
Morgan Stanley December 2014 - Present
Credit Suisse July 2011 - 2014
UBS 2010 - 2010
TriPoint Global Equities 2009 - 2009
Skills
Asset Allocation, Bloomberg, Investments, Financial Modeling, Relationship Management, Microsoft Excel, Wealth Management, Commercial Real Estate, Mutual Funds, Series 7, Real Estate, Investment Advisory, Private Equity, Private Banking, Due Diligence, Secured Funding, Money Market fund, Economics, Wealth Management..., Emerging Markets, Portfolio Management, Financial Services, Asset Managment, Financial Analysis, Series 66, Sales
Education
Dickinson College 2007 — 2011
Bachelor of Arts (B.A.), Economics
New York University
professional development, Real Estate Financial Analysis
University of East Anglia
study abroad program, economics, mathematics
Scott Fehrman's UBS Experience June 2010 - October 2010
Job Accounting Technician at HomeServices Mortgage
Industry Real Estate
Experience
HomeServices of America June 2014 - Present
Davis Brown Law Firm June 2013 - May 2014
Davis Brown Law Firm November 2010 - June 2013
UBS June 2010 - October 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Versys Software, Client Management, Quick View, AboutTime, Financial Management, TyMetrix, Legal Exchange..., Collaborati, Legal Solutions Suite, Serengeti Tracker, CounselLink, Concur Travel and..., Accounting for Mortgage..., Encompass
Education
Drake University 2011 — 2013
Finance, Personal Financial Planning
HomeServices of America June 2014 - Present
Davis Brown Law Firm June 2013 - May 2014
Davis Brown Law Firm November 2010 - June 2013
UBS June 2010 - October 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Versys Software, Client Management, Quick View, AboutTime, Financial Management, TyMetrix, Legal Exchange..., Collaborati, Legal Solutions Suite, Serengeti Tracker, CounselLink, Concur Travel and..., Accounting for Mortgage..., Encompass
Education
Drake University 2011 — 2013
Finance, Personal Financial Planning
Robert Holtz's UBS Experience August 2012 - Present
Job Finance Stream UBS Industrialization Program
Industry Banking
Experience
UBS August 2012 - Present
Royal Bank of Scotland March 2011 - February 2012
Credit Suisse March 2008 - April 2011
Credit Suisse January 2006 - March 2008
Credit Suisse January 2001 - December 2005
First Chicago Corporation 1995 - 1997
Skills
Financial Planning, Expense Management, Due Diligence, Financial Analysis, Restructuring, Private Equity, Divestitures, Financial Modeling, Corporate Finance, Valuation, Financial Reporting, Business Planning, Accounting, Strategic Planning, Dispositions, Business Strategy, Corporate Development, Acquisition Integration, Business Valuation, M&A experience, M&A due diligence, International Project..., International Management, Hyperion Planning, Hyperion Enterprise
Education
DePaul University 1994 — 1995
MBA, International Finance
University of Wisconsin-Madison 1981 — 1985
Bachelor of Business Adminstration, Finance
UBS August 2012 - Present
Royal Bank of Scotland March 2011 - February 2012
Credit Suisse March 2008 - April 2011
Credit Suisse January 2006 - March 2008
Credit Suisse January 2001 - December 2005
First Chicago Corporation 1995 - 1997
Skills
Financial Planning, Expense Management, Due Diligence, Financial Analysis, Restructuring, Private Equity, Divestitures, Financial Modeling, Corporate Finance, Valuation, Financial Reporting, Business Planning, Accounting, Strategic Planning, Dispositions, Business Strategy, Corporate Development, Acquisition Integration, Business Valuation, M&A experience, M&A due diligence, International Project..., International Management, Hyperion Planning, Hyperion Enterprise
Education
DePaul University 1994 — 1995
MBA, International Finance
University of Wisconsin-Madison 1981 — 1985
Bachelor of Business Adminstration, Finance
Colin Van Rye Colin Van Rye's UBS Experience January 2012 - April 2012
Job Corporate Employee Financial Services Representative International Desk at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2013 - Present
Colosseum Health & Fitness Health Club June 2012 - August 2012
Milliman April 2012 - June 2012
UBS January 2012 - April 2012
Pelt Capital June 2010 - July 2011
Professional Parking Services August 2005 - June 2011
Hasbrouck Heights Public Schools Business Administration Office June 2009 - August 2009
Skills
Outstanding time..., Organizational..., Communication Skills, Microsoft Office, Bloomberg Software, Bloomberg Terminal, REDI, RediPlus, RPAS, Dbase, Apple, Exceptional Listener, Microsoft Excel, Time Management
Education
Dominican College of Blauvelt 2006 — 2010
Bachelor's degree, Finance and Financial Management Services
UBS Wealth Management February 2013 - Present
Colosseum Health & Fitness Health Club June 2012 - August 2012
Milliman April 2012 - June 2012
UBS January 2012 - April 2012
Pelt Capital June 2010 - July 2011
Professional Parking Services August 2005 - June 2011
Hasbrouck Heights Public Schools Business Administration Office June 2009 - August 2009
Skills
Outstanding time..., Organizational..., Communication Skills, Microsoft Office, Bloomberg Software, Bloomberg Terminal, REDI, RediPlus, RPAS, Dbase, Apple, Exceptional Listener, Microsoft Excel, Time Management
Education
Dominican College of Blauvelt 2006 — 2010
Bachelor's degree, Finance and Financial Management Services
Ali Akbar Shahid Ali Akbar Shahid's UBS Experience December 2008 - May 2011
Job IT , ITES and Consulting Domain
Industry Information Technology and Services
Experience
Synechron June 2011 - Present
UBS December 2008 - May 2011
UBS Investment Bank January 2006 - December 2008
GECIS 2005 - 2006
Innova Solutions 2003 - 2004
IBM ACE (DACCIT Pvt Ltd) 2001 - 2002
Skills
ITIL, Global IT Operations, IT Infrastructure..., Resource Management, Team Building, Service Improvement..., Six Sigma, Databases, Information Technology, Banking, MS Project, Global Delivery, IT Infrastructure..., Service Desk Management, Infrastructure, Service Delivery, IT Service Management, Offshoring, Leadership, Networking, Consulting, Vendor Management, Outsourcing, IT Operations, Management
Education
Devi Ahilya Vishwavidyalaya 1999 — 2002
B. COM, Commerce and Computer Science
Emerald Height International School 1990 — 1998
Inter, Commerce & ComputerScience
Synechron June 2011 - Present
UBS December 2008 - May 2011
UBS Investment Bank January 2006 - December 2008
GECIS 2005 - 2006
Innova Solutions 2003 - 2004
IBM ACE (DACCIT Pvt Ltd) 2001 - 2002
Skills
ITIL, Global IT Operations, IT Infrastructure..., Resource Management, Team Building, Service Improvement..., Six Sigma, Databases, Information Technology, Banking, MS Project, Global Delivery, IT Infrastructure..., Service Desk Management, Infrastructure, Service Delivery, IT Service Management, Offshoring, Leadership, Networking, Consulting, Vendor Management, Outsourcing, IT Operations, Management
Education
Devi Ahilya Vishwavidyalaya 1999 — 2002
B. COM, Commerce and Computer Science
Emerald Height International School 1990 — 1998
Inter, Commerce & ComputerScience
Aishia N. Snider Aishia N. Snider's UBS Experience May 2004 - May 2011
Job Business Development Financial Services, Microsoft
Industry Information Technology and Services
Experience
Samsung SDS October 2014 - September 2015
Thomson Reuters March 2012 - April 2013
UBS May 2004 - May 2011
Nomura Securities August 2002 - May 2004
Citigroup - Salomon Smith Barney January 2001 - August 2002
Skills
Equities, Investor Relations, Series 7, Business Development, Equity Capital Markets, Cross Selling, Account Management, Sales, Institutional Sales, Investment Research, Series 63, Institutional Investors
Education
Drew University 1996 — 2000
Bachelor of Arts
Samsung SDS October 2014 - September 2015
Thomson Reuters March 2012 - April 2013
UBS May 2004 - May 2011
Nomura Securities August 2002 - May 2004
Citigroup - Salomon Smith Barney January 2001 - August 2002
Skills
Equities, Investor Relations, Series 7, Business Development, Equity Capital Markets, Cross Selling, Account Management, Sales, Institutional Sales, Investment Research, Series 63, Institutional Investors
Education
Drew University 1996 — 2000
Bachelor of Arts
Annie DePalmer Annie DePalmer's UBS Experience September 2007 - February 2008
Job Senior Media Planner at MEC
Industry Marketing and Advertising
Experience
MEC June 2014 - Present
MEC July 2012 - May 2014
Elite Traveler June 2011 - August 2011
UBS September 2007 - February 2008
Essential Marketing Services January 2006 - December 2006
Skills
Media Planning, Social Media, Digital Strategy, Digital Media, Digital Marketing, Facebook, Mobile Marketing, Integrated Marketing, Social Media Marketing, SEM, Google Analytics, Advertising, Online Advertising, comScore, New Media, Online Marketing
Education
Dickinson College 2008 — 2012
Bachelor's degree, International/Global Studies
MEC June 2014 - Present
MEC July 2012 - May 2014
Elite Traveler June 2011 - August 2011
UBS September 2007 - February 2008
Essential Marketing Services January 2006 - December 2006
Skills
Media Planning, Social Media, Digital Strategy, Digital Media, Digital Marketing, Facebook, Mobile Marketing, Integrated Marketing, Social Media Marketing, SEM, Google Analytics, Advertising, Online Advertising, comScore, New Media, Online Marketing
Education
Dickinson College 2008 — 2012
Bachelor's degree, International/Global Studies
Robert Bob Foersterling Robert Bob Foersterling's UBS Experience January 2009 - Present
Job Senior Vice President Investments at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc January 2009 - Present
UBS January 2009 - Present
Morgan Stanley September 1994 - January 2009
Education
Wharton School of Business 1998 — 1998
Certified Investment Management Analyst
Drake University 1963 — 1968
B.S., Business/Economics
UBS Financial Services, Inc January 2009 - Present
UBS January 2009 - Present
Morgan Stanley September 1994 - January 2009
Education
Wharton School of Business 1998 — 1998
Certified Investment Management Analyst
Drake University 1963 — 1968
B.S., Business/Economics
John Anagnostis John Anagnostis's UBS Experience May 2007 - December 2007
Job at Fidelity RS Aug Real Estate
Industry Real Estate
Experience
RS Aug real estate October 2009 - Present
New Jersey Nets June 2009 - August 2009
UBS May 2007 - December 2007
Village Supermarkets May 2006 - August 2006
Skills
Event Planning, Microsoft Excel, Recruiting, Portfolio Management
Education
Drew University 2004 — 2008
B.A.
The Pingry School 2000 — 2004
The Umbra Institute
Italian, Business
RS Aug real estate October 2009 - Present
New Jersey Nets June 2009 - August 2009
UBS May 2007 - December 2007
Village Supermarkets May 2006 - August 2006
Skills
Event Planning, Microsoft Excel, Recruiting, Portfolio Management
Education
Drew University 2004 — 2008
B.A.
The Pingry School 2000 — 2004
The Umbra Institute
Italian, Business
Nitin Bhupalam Nitin Bhupalam's UBS Experience March 2012 - July 2013
Job Software Engineer at DePaul University
Industry Computer Software
Experience
UBS March 2012 - July 2013
Hilliard Lyons May 2010 - August 2010
Bluegrass Neurology June 2007 - July 2008
Vector Marketing February 2006 - December 2006
Skills
Java, Python, Social Networking, Microsoft Office, Microsoft Word, Microsoft Excel, Financial Analysis, PowerPoint, Facebook
Education
DePaul University 2013 — 2015
Master of Science (MS), Computer Science
University of Louisville 2006 — 2011
Bachelor's degree, Economics
UBS March 2012 - July 2013
Hilliard Lyons May 2010 - August 2010
Bluegrass Neurology June 2007 - July 2008
Vector Marketing February 2006 - December 2006
Skills
Java, Python, Social Networking, Microsoft Office, Microsoft Word, Microsoft Excel, Financial Analysis, PowerPoint, Facebook
Education
DePaul University 2013 — 2015
Master of Science (MS), Computer Science
University of Louisville 2006 — 2011
Bachelor's degree, Economics
Allen Saunders Allen Saunders's UBS Experience February 2009 - Present
Job Managing Director at UBS, Financial Advisor
Industry Financial Services
Experience
UBS February 2009 - Present
Bank of America May 2004 - February 2009
Merrill Lynch November 1999 - May 2004
Skills
Finance, Portfolio Management, Strategic Planning, Derivatives, Equities, Investment Banking, Fixed Income, Asset Management, Investments, Wealth Management, Capital Markets
Education
Dowling College
Bachelor of Arts (B.A.), Finance, General
UBS February 2009 - Present
Bank of America May 2004 - February 2009
Merrill Lynch November 1999 - May 2004
Skills
Finance, Portfolio Management, Strategic Planning, Derivatives, Equities, Investment Banking, Fixed Income, Asset Management, Investments, Wealth Management, Capital Markets
Education
Dowling College
Bachelor of Arts (B.A.), Finance, General
Alexander Yedibalian Alexander Yedibalian's UBS Experience 2011 - 2011
Job Head of Sales
Industry Internet
Experience
BeerMenus September 2014 - Present
SinglePlatform November 2013 - September 2014
PLI April 2013 - May 2013
Bluewolf October 2011 - February 2013
UBS 2011 - 2011
Skills
Building Automation, Cloud Computing, Salesforce.com, Account Management, Screen Scraping, Fundraising, SaaS, Managed Services, Sales, Time Management, Program Management, Lead Generation, CRM
Education
Dickinson College 2007 — 2011
Economics, Economics
Dickinson College
BeerMenus September 2014 - Present
SinglePlatform November 2013 - September 2014
PLI April 2013 - May 2013
Bluewolf October 2011 - February 2013
UBS 2011 - 2011
Skills
Building Automation, Cloud Computing, Salesforce.com, Account Management, Screen Scraping, Fundraising, SaaS, Managed Services, Sales, Time Management, Program Management, Lead Generation, CRM
Education
Dickinson College 2007 — 2011
Economics, Economics
Dickinson College
Gina Milano Gina Milano's UBS Experience July 2000 - April 2003
Job Owner at Long Island Wedding & Event Planners Boutique and One Rose for a Cause
Industry Events Services
Experience
One Rose for a Cause January 2011 - Present
Long Island Wedding & Event Planners Boutique February 2003 - Present
UBS July 2000 - April 2003
PaineWebber 1999 - 2000
PaineWebber 1996 - 1999
Skills
Cause Marketing, Development Of..., Marketing, Brand Licensing, Franchise Agreements, Sales, Promotions, Wedding Planning, Custom Invitations, Sales Management, Relationship Management, Strategic Partnerships, Customer Service, Financial Services, Series 7, Contract Negotiation
Education
Dowling College 1996 — 1997
Master of Business Administration (M.B.A.), Banking and Financial Support Services
Dowling College 1994 — 1996
Bachelor's Degree
Suffolk County Community College 1989 — 1991
Associate's Degree
Connetquot High School 1985 — 1989
High School
One Rose for a Cause January 2011 - Present
Long Island Wedding & Event Planners Boutique February 2003 - Present
UBS July 2000 - April 2003
PaineWebber 1999 - 2000
PaineWebber 1996 - 1999
Skills
Cause Marketing, Development Of..., Marketing, Brand Licensing, Franchise Agreements, Sales, Promotions, Wedding Planning, Custom Invitations, Sales Management, Relationship Management, Strategic Partnerships, Customer Service, Financial Services, Series 7, Contract Negotiation
Education
Dowling College 1996 — 1997
Master of Business Administration (M.B.A.), Banking and Financial Support Services
Dowling College 1994 — 1996
Bachelor's Degree
Suffolk County Community College 1989 — 1991
Associate's Degree
Connetquot High School 1985 — 1989
High School
Debra Billups Debra Billups's UBS Experience June 1999 - March 2007
Job Senior Executive Assistant at Anchorage Capital Group
Industry Financial Services
Experience
Anchorage Capital Group December 2012 - Present
AlpInvest Partners August 2012 - November 2012
PineBridge Investments May 2008 - July 2012
Nikko Asset Management Americas, Inc. 2007 - 2008
UBS June 1999 - March 2007
PaineWebber 1990 - 1999
Skills
Fluent in Spanish..., Series 7, Microsoft Office, Adobe Acrobat, Thompson One, HR Policies, SharePoint, Conversation, Employee Engagement, Capital Markets, Human Resources, Office Management, Policy, Employee Benefits, Personnel Management, Benefits Administration, Performance Management, Asset Management
Education
Dominican College of Blauvelt 2008 — 2011
MBA, Management
Dominican College of Blauvelt 1997 — 2000
BS, Business Administration
Anchorage Capital Group December 2012 - Present
AlpInvest Partners August 2012 - November 2012
PineBridge Investments May 2008 - July 2012
Nikko Asset Management Americas, Inc. 2007 - 2008
UBS June 1999 - March 2007
PaineWebber 1990 - 1999
Skills
Fluent in Spanish..., Series 7, Microsoft Office, Adobe Acrobat, Thompson One, HR Policies, SharePoint, Conversation, Employee Engagement, Capital Markets, Human Resources, Office Management, Policy, Employee Benefits, Personnel Management, Benefits Administration, Performance Management, Asset Management
Education
Dominican College of Blauvelt 2008 — 2011
MBA, Management
Dominican College of Blauvelt 1997 — 2000
BS, Business Administration
Hunter Wolbach, CFP Hunter Wolbach, CFP's UBS Experience January 2002 - Present
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Investment Management
Experience
UBS January 2002 - Present
Education
University of Missouri-Kansas City 2009 — 2009
Financial Planning Certificate Program, Henry W. Bloch School of Business
University of Kansas 1998 — 2000
Masters of Urban Planning, Public Finance
University of Kansas School of Law 1997 — 2000
Juris Doctorate
DePauw University 1993 — 1997
BA-History
UBS January 2002 - Present
Education
University of Missouri-Kansas City 2009 — 2009
Financial Planning Certificate Program, Henry W. Bloch School of Business
University of Kansas 1998 — 2000
Masters of Urban Planning, Public Finance
University of Kansas School of Law 1997 — 2000
Juris Doctorate
DePauw University 1993 — 1997
BA-History
Andrew Kardish Andrew Kardish's UBS Experience 1999 - 2003
Job Oxygen Specialist at AMSR
Industry Import and Export
Experience
AMSR February 2015 - Present
CMS Products November 2011 - Present
LEC Group 2014 - 2014
Kardish Wealth Management 2003 - 2011
We Save Homes 2007 - 2009
SKY TECH Communications 2001 - 2007
Adams Partners 2003 - 2006
UBS 1999 - 2003
Morgan Stanley 1998 - 1999
Merrill Lynch 1997 - 1998
Skills
S.A.L.T., International Tax, Federal Tax, Tax Counsel, Corporate Tax Planning, Tax Strategy, Recruiting, Business Development, Tax Controversy, Mergers, Business Planning, Tax, Finance, Mergers & Acquisitions, Management, Sales, Due Diligence, Negotiation, Program Management, Management Consulting, Strategic Planning, Marketing, Training, Marketing Strategy, Account Management, Start-ups, Leadership, Entrepreneurship, Contract Negotiation
Education
University of California, Irvine 2002 — 2003
Graduate, CFP
Drexel University 1979 — 1981
Business Administration and Management, General
George School 1976 — 1979
AMSR February 2015 - Present
CMS Products November 2011 - Present
LEC Group 2014 - 2014
Kardish Wealth Management 2003 - 2011
We Save Homes 2007 - 2009
SKY TECH Communications 2001 - 2007
Adams Partners 2003 - 2006
UBS 1999 - 2003
Morgan Stanley 1998 - 1999
Merrill Lynch 1997 - 1998
Skills
S.A.L.T., International Tax, Federal Tax, Tax Counsel, Corporate Tax Planning, Tax Strategy, Recruiting, Business Development, Tax Controversy, Mergers, Business Planning, Tax, Finance, Mergers & Acquisitions, Management, Sales, Due Diligence, Negotiation, Program Management, Management Consulting, Strategic Planning, Marketing, Training, Marketing Strategy, Account Management, Start-ups, Leadership, Entrepreneurship, Contract Negotiation
Education
University of California, Irvine 2002 — 2003
Graduate, CFP
Drexel University 1979 — 1981
Business Administration and Management, General
George School 1976 — 1979
Joseph Nichols Joseph Nichols's UBS Experience 2000 - 2008
Job Fixed Income Specialist at Charles Schwab
Industry Financial Services
Experience
Loop Capital Markets 2008 - 2013
UBS 2000 - 2008
Stein Roe & Farnham 1999 - 1999
John Hancock Mutual Life Insurance Co. 1998 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2007
M.B.A.
Indiana University Bloomington 1994 — 1998
BS
Loop Capital Markets 2008 - 2013
UBS 2000 - 2008
Stein Roe & Farnham 1999 - 1999
John Hancock Mutual Life Insurance Co. 1998 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2007
M.B.A.
Indiana University Bloomington 1994 — 1998
BS
Frank Walter's UBS Experience May 2015 - Present
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS May 2015 - Present
J.P. Morgan July 2013 - May 2015
Drexel University Endowment Fund July 2012 - June 2013
UBS, Inc March 2009 - September 2009
Education
Drexel University 2007 — 2012
Bachlor of Science, Finance
Drexel University, LeBow College of Business 2007 — 2012
Bachelor of Science, Business Administration; 2012; Finance; Communication
UBS May 2015 - Present
J.P. Morgan July 2013 - May 2015
Drexel University Endowment Fund July 2012 - June 2013
UBS, Inc March 2009 - September 2009
Education
Drexel University 2007 — 2012
Bachlor of Science, Finance
Drexel University, LeBow College of Business 2007 — 2012
Bachelor of Science, Business Administration; 2012; Finance; Communication
Sravanthi Putumbaka Sravanthi Putumbaka's UBS Experience 2010 - 2011
Job Investment Banking Analyst
Industry Investment Banking
Experience
Ziegler 2013 - Present
UBS 2010 - 2011
Morgan Stanley Smith Barney 2009 - 2009
U.S. Senatorial Campaign: Amy Klobuchar August 2006 - November 2006
Skills
Strategic Financial..., Mutual Funds, Market Research, Economics, Bloomberg, Financial Modeling, Investments, Equities, Financial Analysis, Microsoft Excel
Education
DePaul University 2007 — 2011
Bachelor of Science and Bachelor of Arts, Economics, Philosophy
Ziegler 2013 - Present
UBS 2010 - 2011
Morgan Stanley Smith Barney 2009 - 2009
U.S. Senatorial Campaign: Amy Klobuchar August 2006 - November 2006
Skills
Strategic Financial..., Mutual Funds, Market Research, Economics, Bloomberg, Financial Modeling, Investments, Equities, Financial Analysis, Microsoft Excel
Education
DePaul University 2007 — 2011
Bachelor of Science and Bachelor of Arts, Economics, Philosophy
Raj Madugula Raj Madugula's UBS Experience January 2008 - October 2009
Job Director of Technical Marketing at Polycom
Industry Information Technology and Services
Experience
Polycom January 2010 - Present
UBS January 2008 - October 2009
UBS January 2001 - October 2009
UBS July 1996 - October 2009
Perot Systems Corporation January 1996 - January 2001
Skills
Data Center, Streaming Media, H.323, IP, Network Architecture, Routing, WAN, Unified Communications, SIP, Video Conferencing, Routers, VoIP, Network Engineering, Product Management, TCP/IP, Infrastructure, Telecommunications, Telephony, Cloud Computing, Managed Services, Vendor Management, Networking, Cisco Technologies, Strategy, Telepresence, Competitive Analysis, Competitive..., Network Design, Pre-sales, Wireless
Education
DePaul University
Bachelors of Science, Computer Science; Network Engineering
Polycom January 2010 - Present
UBS January 2008 - October 2009
UBS January 2001 - October 2009
UBS July 1996 - October 2009
Perot Systems Corporation January 1996 - January 2001
Skills
Data Center, Streaming Media, H.323, IP, Network Architecture, Routing, WAN, Unified Communications, SIP, Video Conferencing, Routers, VoIP, Network Engineering, Product Management, TCP/IP, Infrastructure, Telecommunications, Telephony, Cloud Computing, Managed Services, Vendor Management, Networking, Cisco Technologies, Strategy, Telepresence, Competitive Analysis, Competitive..., Network Design, Pre-sales, Wireless
Education
DePaul University
Bachelors of Science, Computer Science; Network Engineering
Mrugesh (Mike) Patel Mrugesh (Mike) Patel's UBS Experience May 2008 - August 2008
Job Major Account Executive Channel Partner at TransUnion
Industry Hospital & Health Care
Experience
TransUnion August 2014 - Present
TransUnion March 2013 - Present
Coty February 2012 - April 2013
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas June 2010 - March 2013
Macy's December 2008 - December 2011
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas June 2010 - March 2011
UBS May 2008 - August 2008
Entelli Consulting May 2007 - August 2007
Skills
Business Development, Forecasting, Account Management, Microsoft Excel, PowerPoint, Microsoft Word, Analysis, contract and negotiation, Communication Skills, CRM, Sales Management, Sales Operations, Marketing, Sales Process..., Communication Skills..., Contract Negotiation, Strategic Negotiations, Customer Service, Strategic Planning, Marketing Strategy, Sales Process, Sales Presentations, Direct Sales, Salesforce.com, Customer Satisfaction, Customer Retention, Customer Experience, Channel Sales, Channel Partners
Education
DePaul University 2014 — 2014
Strategic Negotiation Skills Certificate
DePaul University 2006 — 2010
Bachelors of Science, Finance
TransUnion August 2014 - Present
TransUnion March 2013 - Present
Coty February 2012 - April 2013
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas June 2010 - March 2013
Macy's December 2008 - December 2011
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas June 2010 - March 2011
UBS May 2008 - August 2008
Entelli Consulting May 2007 - August 2007
Skills
Business Development, Forecasting, Account Management, Microsoft Excel, PowerPoint, Microsoft Word, Analysis, contract and negotiation, Communication Skills, CRM, Sales Management, Sales Operations, Marketing, Sales Process..., Communication Skills..., Contract Negotiation, Strategic Negotiations, Customer Service, Strategic Planning, Marketing Strategy, Sales Process, Sales Presentations, Direct Sales, Salesforce.com, Customer Satisfaction, Customer Retention, Customer Experience, Channel Sales, Channel Partners
Education
DePaul University 2014 — 2014
Strategic Negotiation Skills Certificate
DePaul University 2006 — 2010
Bachelors of Science, Finance
Matthew Langhorst, CFP®, CIMA® Matthew Langhorst, CFP®, CIMA®'s UBS Experience October 2004 - Present
Job First Vice PresidentWealth Management, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS October 2004 - Present
Morgan Stanley December 2000 - October 2004
Education
Wharton-University of Pennsylvania Aresty Institute of Executive Education 2012 — 2012
Certified Investment Management Analyst ®, Investments and Securities
Certified Financial Planner Board of Standards, Inc 2006 — 2006
CERTIFIED FINANCIAL PLANNER™, Comprehensive Financial Planning
Drake University 1995 — 1999
Bachelor of Arts, Sociology
UBS October 2004 - Present
Morgan Stanley December 2000 - October 2004
Education
Wharton-University of Pennsylvania Aresty Institute of Executive Education 2012 — 2012
Certified Investment Management Analyst ®, Investments and Securities
Certified Financial Planner Board of Standards, Inc 2006 — 2006
CERTIFIED FINANCIAL PLANNER™, Comprehensive Financial Planning
Drake University 1995 — 1999
Bachelor of Arts, Sociology
Adam Teller's UBS Experience March 2006 - December 2006
Job PHP Developer at Macmillan Science and Education
Industry Internet
Experience
Macmillan Higher Education November 2014 - Present
Pica9, Inc. July 2013 - November 2014
Sidera Networks December 2011 - July 2013
Gold Mobile April 2010 - December 2011
Village Voice Media June 2007 - February 2010
UBS March 2006 - December 2006
UBS September 2005 - January 2006
Pearson Education 2001 - 2006
Prentice Hall School Division September 2001 - July 2005
Financial Times - FT.com April 2000 - April 2001
Skills
Git, Ruby, Ruby on Rails, JavaScript, MySQL, PHP, CSS, Web Development, Web Applications, Linux, Subversion, Apache, CMS, LAMP, AJAX, XML, jQuery, Databases, XHTML, Bash, Web Services, Python, Perl, SEO, MVC, HTML 5, Zend Framework, HTML, HTML5
Education
DeVry University 2003 — 2007
Bachelor’s Degree, Computer and Information Systems Security/Information Assurance, 4.0
Devry University Online 2003 — 2007
Bachelor, Computer Information Systems
Macmillan Higher Education November 2014 - Present
Pica9, Inc. July 2013 - November 2014
Sidera Networks December 2011 - July 2013
Gold Mobile April 2010 - December 2011
Village Voice Media June 2007 - February 2010
UBS March 2006 - December 2006
UBS September 2005 - January 2006
Pearson Education 2001 - 2006
Prentice Hall School Division September 2001 - July 2005
Financial Times - FT.com April 2000 - April 2001
Skills
Git, Ruby, Ruby on Rails, JavaScript, MySQL, PHP, CSS, Web Development, Web Applications, Linux, Subversion, Apache, CMS, LAMP, AJAX, XML, jQuery, Databases, XHTML, Bash, Web Services, Python, Perl, SEO, MVC, HTML 5, Zend Framework, HTML, HTML5
Education
DeVry University 2003 — 2007
Bachelor’s Degree, Computer and Information Systems Security/Information Assurance, 4.0
Devry University Online 2003 — 2007
Bachelor, Computer Information Systems
Michele Pleasant's UBS Experience September 2006 - December 2006
Job Cost Engineer at ComEd Contract via System One
Industry Accounting
Experience
ComEd September 2014 - Present
Allstate August 2010 - December 2010
Cancer Treatment Centers of America June 2009 - August 2009
Bay Valley Foods May 2008 - November 2008
Procter and Gamble December 2006 - February 2008
UBS September 2006 - December 2006
Office Max January 2006 - August 2006
MetLife July 2002 - December 2005
Illinois State Disbursment Unit 2001 - 2002
Skills
PeopleSoft, Cost Accounting, Cognos, Financial Analysis, JD Edwards, Oracle, SAP ERP, Business Objects, Business Analysis, Software Implementation, Support Systems, ERP, Hyperion Enterprise, Data Analysis, Visio, Budgets, Analysis, Crystal Reports, Business Process, Forecasting, SAP, Business Planning, Training, Leadership, Requirements Gathering, Financial Reporting, Management, Variance Analysis, Finance, Strategy, Accounting, Business Process..., Auditing, Process Improvement, Internal Controls, Access, Hyperion
Education
DeVry University-Illinois 2008 — 2014
Bachelor of Science (B.S.)
St Paul Lutheran and Proviso West 1978 — 1990
ComEd September 2014 - Present
Allstate August 2010 - December 2010
Cancer Treatment Centers of America June 2009 - August 2009
Bay Valley Foods May 2008 - November 2008
Procter and Gamble December 2006 - February 2008
UBS September 2006 - December 2006
Office Max January 2006 - August 2006
MetLife July 2002 - December 2005
Illinois State Disbursment Unit 2001 - 2002
Skills
PeopleSoft, Cost Accounting, Cognos, Financial Analysis, JD Edwards, Oracle, SAP ERP, Business Objects, Business Analysis, Software Implementation, Support Systems, ERP, Hyperion Enterprise, Data Analysis, Visio, Budgets, Analysis, Crystal Reports, Business Process, Forecasting, SAP, Business Planning, Training, Leadership, Requirements Gathering, Financial Reporting, Management, Variance Analysis, Finance, Strategy, Accounting, Business Process..., Auditing, Process Improvement, Internal Controls, Access, Hyperion
Education
DeVry University-Illinois 2008 — 2014
Bachelor of Science (B.S.)
St Paul Lutheran and Proviso West 1978 — 1990
Paul Michael Reyes's UBS Experience October 2013 - Present
Job Assistant Operations Manager at UBS
Industry Financial Services
Experience
UBS October 2013 - Present
Wells Fargo Advisors March 2013 - October 2013
Travelzoo August 2012 - February 2013
Newedge May 2007 - August 2012
Wedbush Securities June 2005 - April 2007
Education
Dominican University 2008 — 2010
Master of Business Administration (M.B.A.), General Management
University of Notre Dame 2001 — 2005
Bachelor's Degree, Finance
UBS October 2013 - Present
Wells Fargo Advisors March 2013 - October 2013
Travelzoo August 2012 - February 2013
Newedge May 2007 - August 2012
Wedbush Securities June 2005 - April 2007
Education
Dominican University 2008 — 2010
Master of Business Administration (M.B.A.), General Management
University of Notre Dame 2001 — 2005
Bachelor's Degree, Finance
Jennifer Salus Antin's UBS Experience June 1997 - September 2000
Job VP, Sales Strategy & Support Manager
Industry Financial Services
Experience
JPMorgan Chase 2010 - Present
JPMorgan Chase July 2007 - May 2010
JPMorgan Chase May 2005 - July 2007
JPMorgan Chase January 2003 - May 2005
JPMorgan Chase October 2000 - December 2002
UBS June 1997 - September 2000
New York Life May 1994 - May 1996
Skills
Commercial Banking, Relationship Management, Project Management, Financial Services, Retail Banking, Team Building, Segmentation, Process Improvement, Mortgage Banking, CRM, Business Analysis, Leadership, Management, Analytics, Strategy, Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1996 — 1997
MBA, MIS and Finance
Drew University 1990 — 1994
BA, Mathematics, German, Physics
JPMorgan Chase 2010 - Present
JPMorgan Chase July 2007 - May 2010
JPMorgan Chase May 2005 - July 2007
JPMorgan Chase January 2003 - May 2005
JPMorgan Chase October 2000 - December 2002
UBS June 1997 - September 2000
New York Life May 1994 - May 1996
Skills
Commercial Banking, Relationship Management, Project Management, Financial Services, Retail Banking, Team Building, Segmentation, Process Improvement, Mortgage Banking, CRM, Business Analysis, Leadership, Management, Analytics, Strategy, Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1996 — 1997
MBA, MIS and Finance
Drew University 1990 — 1994
BA, Mathematics, German, Physics
Mugdha Deo's UBS Experience August 2012 - Present
Job IT Risk Remediation at UBS
Industry Information Technology and Services
Experience
UBS August 2012 - Present
UBS May 2011 - July 2012
UBS July 2010 - April 2011
UBS Investment Bank January 2003 - July 2010
UBS June 1995 - December 2002
Skills
IT Service Management, Unix, Solaris, Disaster Recovery, ITIL, Agile Methodologies, Data Center, IT Strategy, IT Management, Virtualization, Enterprise Architecture
Education
Doctor Babasaheb Ambedkar Marathwada University 1990 — 1994
BE, Computer Science
UBS August 2012 - Present
UBS May 2011 - July 2012
UBS July 2010 - April 2011
UBS Investment Bank January 2003 - July 2010
UBS June 1995 - December 2002
Skills
IT Service Management, Unix, Solaris, Disaster Recovery, ITIL, Agile Methodologies, Data Center, IT Strategy, IT Management, Virtualization, Enterprise Architecture
Education
Doctor Babasaheb Ambedkar Marathwada University 1990 — 1994
BE, Computer Science
Mangesh Karandikar's UBS Experience January 2006 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS January 2006 - Present
UBS July 2003 - April 2006
UBS March 1999 - July 2003
UBS 1996 - 1999
UBS September 1992 - 1996
Skills
Derivatives, Program Management, Equities, Business Analysis, Equity Derivatives, Risk Management
Education
Ohio University 1989 — 1992
Doctor Babasaheb Ambedkar Marathwada University
UBS January 2006 - Present
UBS July 2003 - April 2006
UBS March 1999 - July 2003
UBS 1996 - 1999
UBS September 1992 - 1996
Skills
Derivatives, Program Management, Equities, Business Analysis, Equity Derivatives, Risk Management
Education
Ohio University 1989 — 1992
Doctor Babasaheb Ambedkar Marathwada University
Donald Person's UBS Experience July 2008 - November 2008
Job Associate at Avison Young
Industry Real Estate
Experience
Fannie Mae July 2014 - September 2014
Berkeley Point Capital LLC September 2012 - October 2013
New York University May 2011 - August 2013
UBS July 2008 - November 2008
Lehman Brothers May 2006 - August 2006
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investments, Real Estate, Capital Markets, Real Estate Development, Private Equity, Argus Modeling, Mergers & Acquisitions
Education
New York University 2010 — 2011
M.S., Real Estate
DePauw University 2003 — 2007
BA, History and Economics
Fannie Mae July 2014 - September 2014
Berkeley Point Capital LLC September 2012 - October 2013
New York University May 2011 - August 2013
UBS July 2008 - November 2008
Lehman Brothers May 2006 - August 2006
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investments, Real Estate, Capital Markets, Real Estate Development, Private Equity, Argus Modeling, Mergers & Acquisitions
Education
New York University 2010 — 2011
M.S., Real Estate
DePauw University 2003 — 2007
BA, History and Economics
Renee Roberson's UBS Experience 1987 - January 2009
Job New Lenox, Illinois
Industry Investment Banking
Experience
St. Christopher's School 2014 - Present
Parkview Christian Preschool & Kindergarten 2012 - 2014
UBS 1987 - January 2009
Education
DePaul University 1996 — 1999
BA in General Business
Olivet Nazarene University
MAT
St. Christopher's School 2014 - Present
Parkview Christian Preschool & Kindergarten 2012 - 2014
UBS 1987 - January 2009
Education
DePaul University 1996 — 1999
BA in General Business
Olivet Nazarene University
MAT
Vijay Dave's UBS Experience November 2007 - June 2012
Job Business Analyst Lead at Citi
Industry Information Technology and Services
Experience
Moore Capital Management July 2015 - Present
Sonvi Inc July 2006 - Present
Citi July 2012 - July 2015
UBS November 2007 - June 2012
Bank of America July 2006 - November 2007
Vertrue July 2000 - June 2006
Deloitte Consulting May 1999 - June 2000
Skills
SQL, Data Warehousing, SSIS, Data Modeling, Business Intelligence, Microsoft SQL Server, Databases, ETL, Agile Methodologies, Database Design, Business Analysis, Enterprise Architecture, Business Objects, OLAP, SSRS
Education
Devi Ahilya Vishwavidyalaya 1991 — 1994
Moore Capital Management July 2015 - Present
Sonvi Inc July 2006 - Present
Citi July 2012 - July 2015
UBS November 2007 - June 2012
Bank of America July 2006 - November 2007
Vertrue July 2000 - June 2006
Deloitte Consulting May 1999 - June 2000
Skills
SQL, Data Warehousing, SSIS, Data Modeling, Business Intelligence, Microsoft SQL Server, Databases, ETL, Agile Methodologies, Database Design, Business Analysis, Enterprise Architecture, Business Objects, OLAP, SSRS
Education
Devi Ahilya Vishwavidyalaya 1991 — 1994
Fred Lobmeyer's UBS Experience 1996 - 1998
Job Strategic Architect at MSD Capital
Industry Financial Services
Experience
MSD Capital June 2012 - Present
WWISC August 2011 - Present
Brencourt Advisors April 2001 - August 2011
ICOR Brokerage 2000 - 2001
Hoenig & Co. 1998 - 2000
UBS 1996 - 1998
Sosin & Co. 1993 - 1996
AIG Financial products 1991 - 1993
Metropolitan Life October 1989 - January 1991
City of New York 1985 - 1989
Skills
Hedge Funds, Business Continuity, Disaster Recovery, IT Strategy, Derivatives, Cloud Computing, Vendor Management, Equities, Start-ups, Server Architecture, IT Management, Data Center, Business Analysis, Compliance, SQL Server, Enterprise Architecture, Network Security, Virtualization, Bloomberg, Trading Systems, Cisco, Business Strategy, Outsourcing, Security, VoIP, Integration, Telecommunications, Program Management, Process Improvement, FX, Budgeting, SQL, Active Directory, VMware, Team Leadership, Software Development, Strategic Planning, Architecture, Trading, Microsoft SQL Server, Project Management
Education
Dominican College of Blauvelt
MSD Capital June 2012 - Present
WWISC August 2011 - Present
Brencourt Advisors April 2001 - August 2011
ICOR Brokerage 2000 - 2001
Hoenig & Co. 1998 - 2000
UBS 1996 - 1998
Sosin & Co. 1993 - 1996
AIG Financial products 1991 - 1993
Metropolitan Life October 1989 - January 1991
City of New York 1985 - 1989
Skills
Hedge Funds, Business Continuity, Disaster Recovery, IT Strategy, Derivatives, Cloud Computing, Vendor Management, Equities, Start-ups, Server Architecture, IT Management, Data Center, Business Analysis, Compliance, SQL Server, Enterprise Architecture, Network Security, Virtualization, Bloomberg, Trading Systems, Cisco, Business Strategy, Outsourcing, Security, VoIP, Integration, Telecommunications, Program Management, Process Improvement, FX, Budgeting, SQL, Active Directory, VMware, Team Leadership, Software Development, Strategic Planning, Architecture, Trading, Microsoft SQL Server, Project Management
Education
Dominican College of Blauvelt
Jeffrey Mount's UBS Experience July 2002 - October 2003
Job Partner at Redtail Consulting a Salesforce Consulting Services Company
Industry Computer Software
Experience
Redtail Consulting January 2013 - Present
De Lage Landen June 2006 - Present
Consultant November 2005 - January 2013
DecisionOne November 2005 - June 2006
Answerthink February 1998 - November 2005
The Hackett Group 1998 - 2005
Answerthink Consulting 1998 - 2005
UBS July 2002 - October 2003
First USA June 2000 - January 2002
Bristol-Myers Squibb January 1997 - December 1999
Skills
IT Strategy, Program Management, SDLC, Software Project..., Business Analysis, Requirements Analysis, Vendor Management, Business Intelligence, Enterprise Architecture, Agile Methodologies, Agile Project Management, Business Process, Integration, Solution Architecture
Education
Villanova University 1991 — 1995
MBA, Concentration in Finance
Dickinson College 1984 — 1988
Bachelor of Science (B.S.), Physics and Computer Sciences
Redtail Consulting January 2013 - Present
De Lage Landen June 2006 - Present
Consultant November 2005 - January 2013
DecisionOne November 2005 - June 2006
Answerthink February 1998 - November 2005
The Hackett Group 1998 - 2005
Answerthink Consulting 1998 - 2005
UBS July 2002 - October 2003
First USA June 2000 - January 2002
Bristol-Myers Squibb January 1997 - December 1999
Skills
IT Strategy, Program Management, SDLC, Software Project..., Business Analysis, Requirements Analysis, Vendor Management, Business Intelligence, Enterprise Architecture, Agile Methodologies, Agile Project Management, Business Process, Integration, Solution Architecture
Education
Villanova University 1991 — 1995
MBA, Concentration in Finance
Dickinson College 1984 — 1988
Bachelor of Science (B.S.), Physics and Computer Sciences
Peter Biernat's UBS Experience September 2001 - Present
Job Sr. Database Administrator at UBS
Industry Financial Services
Experience
UBS September 2001 - Present
GIANT STEP LLC March 2000 - August 2001
Quill Corp. September 1997 - March 2000
Skills
Database Administration, Oracle, SQL, IT Strategy, Business Continuity, Performance Tuning, Database Maintenance, Microsoft Cluster..., Microsoft SQL Server..., Troubleshooting, Microsoft SQL Server, Configurations, SQL Tuning, Database Design, ETL, SSRS, T-SQL, Disaster Recovery, Data Warehousing, Enterprise Architecture, Servers, Databases, SSIS, PL/SQL, High Availability, Requirements Analysis, Data Modeling, Trading Systems, Vendor Management, SDLC, Requirements Gathering, ITIL, IT Management, Unix, SharePoint, Networking, Cluster, Operating Systems, Infrastructure, Technical Support
Education
DePaul University 1994 — 1998
Master's degree, Information Systems
Northeastern Illinois University 1990 — 1994
Bachelor of Science (B.S.), Computer Science
UBS September 2001 - Present
GIANT STEP LLC March 2000 - August 2001
Quill Corp. September 1997 - March 2000
Skills
Database Administration, Oracle, SQL, IT Strategy, Business Continuity, Performance Tuning, Database Maintenance, Microsoft Cluster..., Microsoft SQL Server..., Troubleshooting, Microsoft SQL Server, Configurations, SQL Tuning, Database Design, ETL, SSRS, T-SQL, Disaster Recovery, Data Warehousing, Enterprise Architecture, Servers, Databases, SSIS, PL/SQL, High Availability, Requirements Analysis, Data Modeling, Trading Systems, Vendor Management, SDLC, Requirements Gathering, ITIL, IT Management, Unix, SharePoint, Networking, Cluster, Operating Systems, Infrastructure, Technical Support
Education
DePaul University 1994 — 1998
Master's degree, Information Systems
Northeastern Illinois University 1990 — 1994
Bachelor of Science (B.S.), Computer Science
Sarah Abraham's UBS Experience September 2005 - October 2006
Job Corporate Recruiter at Campus Management Corp
Industry Staffing and Recruiting
Experience
Campus Management Corp August 2009 - Present
ISW/Allegis - client UBS September 2006 - April 2009
UBS September 2005 - October 2006
A.T. Kearney 1998 - 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2002
MBA, Marketing Management
Loyola University Chicago 1995 — 1998
BBA, Managerial Accounting and Personnel Management
Campus Management Corp August 2009 - Present
ISW/Allegis - client UBS September 2006 - April 2009
UBS September 2005 - October 2006
A.T. Kearney 1998 - 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2002
MBA, Marketing Management
Loyola University Chicago 1995 — 1998
BBA, Managerial Accounting and Personnel Management
Nicholas Meiborg's UBS Experience February 2005 - May 2006
Job Associate at JP Morgan Chase
Industry Information Technology and Services
Experience
JP Morgan Chase May 2006 - Present
UBS February 2005 - May 2006
Skills
Java, SDLC, SQL, Agile Methodologies, Business Analysis, Visio, C#, Microsoft SQL Server, .NET
Education
DePaul University 2004 — 2007
M.S., Information Systems
Northern Illinois University 2001 — 2004
B.S., Computer Science
JP Morgan Chase May 2006 - Present
UBS February 2005 - May 2006
Skills
Java, SDLC, SQL, Agile Methodologies, Business Analysis, Visio, C#, Microsoft SQL Server, .NET
Education
DePaul University 2004 — 2007
M.S., Information Systems
Northern Illinois University 2001 — 2004
B.S., Computer Science
Bobby Andrews's UBS Experience September 2005 - March 2010
Job Lead Analyst Functional Currency Accounting at GE Capital
Industry Financial Services
Experience
GE Capital December 2014 - Present
Royal Bank of Scotland March 2010 - December 2014
UBS September 2005 - March 2010
Skills
Financial Analysis, Emerging Markets, Foreign Exchange, Investment Banking, Commodity, Money Market, Essbase, Ad Hoc Reporting, Finance, Fixed Income, Accounting, Derivatives, Corporate Finance
Education
Dominican College of Blauvelt 1995 — 1999
Bachelor of Science (BS), Accounting
GE Capital December 2014 - Present
Royal Bank of Scotland March 2010 - December 2014
UBS September 2005 - March 2010
Skills
Financial Analysis, Emerging Markets, Foreign Exchange, Investment Banking, Commodity, Money Market, Essbase, Ad Hoc Reporting, Finance, Fixed Income, Accounting, Derivatives, Corporate Finance
Education
Dominican College of Blauvelt 1995 — 1999
Bachelor of Science (BS), Accounting
Marina Skurko's UBS Experience 2015 - 2015
Job Senior consultant
Industry Banking
Experience
BNY Mellon March 2011 - Present
UBS 2015 - 2015
UBS 2015 - 2015
Merrill Lynch October 2007 - November 2010
UBS February 2000 - August 2007
Prudential Securities July 1998 - November 1999
Skills
COBOLII, DB2, SQL, SPUFI, QMF, MQ series, Revolve tool, Scheduler, Change Management, Reporting & Analysis, Equities, Fixed Income, Options, Loans, Microsoft project, Microsoft Office, MS Project, Microsoft SQL Server, Requirements Gathering, Vendor Management, C#, User Acceptance Testing, Business Requirements, WebSphere MQ, JCL, Sybase, Business Intelligence, Project Management, Integration, Microsoft Project, CICS, Investment Banking, PMO
Education
NYU SCPS 2011 — 2012
Donetsk National University 1988 — 1992
bachelor, mechanics, computer science
The Technical Institute of America
Project Management
BNY Mellon March 2011 - Present
UBS 2015 - 2015
UBS 2015 - 2015
Merrill Lynch October 2007 - November 2010
UBS February 2000 - August 2007
Prudential Securities July 1998 - November 1999
Skills
COBOLII, DB2, SQL, SPUFI, QMF, MQ series, Revolve tool, Scheduler, Change Management, Reporting & Analysis, Equities, Fixed Income, Options, Loans, Microsoft project, Microsoft Office, MS Project, Microsoft SQL Server, Requirements Gathering, Vendor Management, C#, User Acceptance Testing, Business Requirements, WebSphere MQ, JCL, Sybase, Business Intelligence, Project Management, Integration, Microsoft Project, CICS, Investment Banking, PMO
Education
NYU SCPS 2011 — 2012
Donetsk National University 1988 — 1992
bachelor, mechanics, computer science
The Technical Institute of America
Project Management
Paul Purwin, CFP®'s UBS Experience 2005 - 2005
Job Financial Planning Associate at Life and Wealth Planning, LLC
Industry Financial Services
Experience
Life and Wealth Planning, LLC January 2014 - Present
Morgan Stanley July 2012 - December 2013
Morgan Stanley Smith Barney May 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - April 2011
Smith Barney November 2006 - March 2010
UBS 2005 - 2005
Skills
Retirement Planning, Series 7, Asset Allocation, Series 63, Mutual Funds, Portfolio Management, Investments, Wealth Management, Personal Financial..., Uniform Combined State..., Equities, Fixed Income, Securities, Strategic Financial..., Series 66, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2009 — 2009
Pre-MBA class, Mathematical Finance, A
Dickinson College 2002 — 2006
International Business and Management, Economics
University of Auckland 2004 — 2004
Certificate, International Business
Life and Wealth Planning, LLC January 2014 - Present
Morgan Stanley July 2012 - December 2013
Morgan Stanley Smith Barney May 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - April 2011
Smith Barney November 2006 - March 2010
UBS 2005 - 2005
Skills
Retirement Planning, Series 7, Asset Allocation, Series 63, Mutual Funds, Portfolio Management, Investments, Wealth Management, Personal Financial..., Uniform Combined State..., Equities, Fixed Income, Securities, Strategic Financial..., Series 66, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2009 — 2009
Pre-MBA class, Mathematical Finance, A
Dickinson College 2002 — 2006
International Business and Management, Economics
University of Auckland 2004 — 2004
Certificate, International Business
Chris Buck's UBS Experience January 2008 - April 2009
Job Director, Client Execution Services Americas BlackRock iShares
Industry Financial Services
Experience
BlackRock - iShares January 2011 - Present
Capital Institutional Services April 2009 - January 2011
UBS January 2008 - April 2009
UBS Investment Bank May 2002 - December 2007
CAPIS February 1990 - July 2002
Skills
ETFs, Capital Markets, Electronic Trading, Equities, Trading Systems, Trading, Sales, Sales Management, Hedge Funds, Transition Management, Options, Investments, Asset Management, Management, Series 7, Financial Markets, Financial Services, Securities, Mutual Funds, Series 63, Fixed Income, Portfolio Management, Equity Trading, Investment Management, Investor Relations
Education
DePauw University 1983 — 1987
Bachelor of Arts, Economics and Management
BlackRock - iShares January 2011 - Present
Capital Institutional Services April 2009 - January 2011
UBS January 2008 - April 2009
UBS Investment Bank May 2002 - December 2007
CAPIS February 1990 - July 2002
Skills
ETFs, Capital Markets, Electronic Trading, Equities, Trading Systems, Trading, Sales, Sales Management, Hedge Funds, Transition Management, Options, Investments, Asset Management, Management, Series 7, Financial Markets, Financial Services, Securities, Mutual Funds, Series 63, Fixed Income, Portfolio Management, Equity Trading, Investment Management, Investor Relations
Education
DePauw University 1983 — 1987
Bachelor of Arts, Economics and Management
Shweta Roy's UBS Experience September 2014 - Present
Job UBS IB Operations
Industry Banking
Experience
UBS Investment Bank September 2014 - Present
UBS September 2014 - Present
Credit Agricole CIB 1997 - 2005
Education
Devi Ahilya Vishwavidyalaya 1992 — 1994
Masters, MTA
Lady Shri Ram College, New Delhi 1989 — 1992
Bachelors, Political Science
Air Force School, Subroto Park, New Delhi 1977 — 1989
UBS Investment Bank September 2014 - Present
UBS September 2014 - Present
Credit Agricole CIB 1997 - 2005
Education
Devi Ahilya Vishwavidyalaya 1992 — 1994
Masters, MTA
Lady Shri Ram College, New Delhi 1989 — 1992
Bachelors, Political Science
Air Force School, Subroto Park, New Delhi 1977 — 1989
Aaron Kurasch's UBS Experience 2001 - 2004
Job Financial Advisor at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2009 - Present
Smith Barney April 2004 - May 2009
UBS 2001 - 2004
Education
DePaul University College of Law 1994 — 1997
JD, Law
University of Missouri-Columbia 1990 — 1994
BA, Theater
Niles North 1987 — 1990
Diploma, High School
Ameriprise Financial Services, Inc. May 2009 - Present
Smith Barney April 2004 - May 2009
UBS 2001 - 2004
Education
DePaul University College of Law 1994 — 1997
JD, Law
University of Missouri-Columbia 1990 — 1994
BA, Theater
Niles North 1987 — 1990
Diploma, High School
Christina Hamilton's UBS Experience March 2008 - July 2010
Job Vice President I Chief of Staff, Office of CEO at Western Union
Industry Financial Services
Experience
Western Union January 2015 - Present
Western Union Business Solutions March 2014 - December 2014
Western Union Business Solutions October 2012 - March 2014
Capita Registrars July 2010 - September 2012
UBS March 2008 - July 2010
Citigroup July 2001 - March 2008
Education
University of South Carolina - Darla Moore School of Business 1999 — 2001
MBA, International Business
Dickinson College 1992 — 1996
BA, English, French
ICSA
Western Union January 2015 - Present
Western Union Business Solutions March 2014 - December 2014
Western Union Business Solutions October 2012 - March 2014
Capita Registrars July 2010 - September 2012
UBS March 2008 - July 2010
Citigroup July 2001 - March 2008
Education
University of South Carolina - Darla Moore School of Business 1999 — 2001
MBA, International Business
Dickinson College 1992 — 1996
BA, English, French
ICSA
Phil Caminiti's UBS Experience January 2008 - February 2011
Job Owner at Hometheatermation
Industry Consumer Electronics
Experience
Hometheatermation January 2008 - Present
UBS January 2008 - February 2011
WestLB December 2001 - December 2007
Skills
A/V Design/Architecutre, RTI Certified Progammer, Rack Layout/Integration, UI/Control Program..., Project Management, System Design, AutoCAD, Costing/Pre-Sales Bill..., Requirements..., Crestron, AV, Integration, Home Automation, Sound, Home Theater, Lighting Control, Software Installation, Video Conferencing, Troubleshooting, Sales
Education
DeVry University 1999 — 2002
Hometheatermation January 2008 - Present
UBS January 2008 - February 2011
WestLB December 2001 - December 2007
Skills
A/V Design/Architecutre, RTI Certified Progammer, Rack Layout/Integration, UI/Control Program..., Project Management, System Design, AutoCAD, Costing/Pre-Sales Bill..., Requirements..., Crestron, AV, Integration, Home Automation, Sound, Home Theater, Lighting Control, Software Installation, Video Conferencing, Troubleshooting, Sales
Education
DeVry University 1999 — 2002
Theresa DeSantis's UBS Experience May 2007 - July 2007
Job Commissioner's Executive Assistant at County of Bucks
Industry Marketing and Advertising
Experience
County of Bucks September 2014 - Present
County of Bucks July 2011 - September 2014
County of Bucks July 2009 - July 2011
Junior Achievement of Delaware September 2008 - December 2008
Winterthur Museum February 2008 - May 2008
UBS May 2007 - July 2007
Skills
Project Management, Community Outreach, Strategic Planning, Marketing Communications, Community Development, Editing, Strategic Communications, Government
Education
Drexel University 2013 — 2016
Master of Business Administration (MBA), Entrepreneurial and Innovation Management
University of Delaware - Lerner College of Business and Economics 2006 — 2009
BS, Marketing Major, International Business Minor
County of Bucks September 2014 - Present
County of Bucks July 2011 - September 2014
County of Bucks July 2009 - July 2011
Junior Achievement of Delaware September 2008 - December 2008
Winterthur Museum February 2008 - May 2008
UBS May 2007 - July 2007
Skills
Project Management, Community Outreach, Strategic Planning, Marketing Communications, Community Development, Editing, Strategic Communications, Government
Education
Drexel University 2013 — 2016
Master of Business Administration (MBA), Entrepreneurial and Innovation Management
University of Delaware - Lerner College of Business and Economics 2006 — 2009
BS, Marketing Major, International Business Minor
Thomas Rushin's UBS Experience August 2006 - 2009
Job Division Consulting Manager at US Bancorp Investments, Inc.
Industry Financial Services
Experience
US Bank August 2009 - Present
UBS August 2006 - 2009
UBS Financial Services 2006 - 2009
Piper Jaffray 2000 - 2006
MetLife Financial Services 1988 - 1999
Skills
Wealth Management
Education
Drake University 1993 — 1994
MBA, Management and Finance
Iowa State University - College of Business 1983 — 1987
BS, Marketing
US Bank August 2009 - Present
UBS August 2006 - 2009
UBS Financial Services 2006 - 2009
Piper Jaffray 2000 - 2006
MetLife Financial Services 1988 - 1999
Skills
Wealth Management
Education
Drake University 1993 — 1994
MBA, Management and Finance
Iowa State University - College of Business 1983 — 1987
BS, Marketing
Joe Dickey's UBS Experience 2006 - 2008
Job Owner, Dickey Investments
Industry Financial Services
Experience
Dickey Investments May 2008 - Present
UBS 2006 - 2008
Merrill Lynch 2001 - 2006
Goldman Sachs 1998 - 2001
Skills
Electronic Trading, Securities, Investments, Investment Banking, Futures, Options, Risk Management, Asset Managment, FX Options, Hedge Funds, Derivatives, Fixed Income, Equities, Capital Markets, Trading Systems, Trading, Financial Markets, Equity Derivatives, Commodity, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A
Purdue University
B.S.
Dickey Investments May 2008 - Present
UBS 2006 - 2008
Merrill Lynch 2001 - 2006
Goldman Sachs 1998 - 2001
Skills
Electronic Trading, Securities, Investments, Investment Banking, Futures, Options, Risk Management, Asset Managment, FX Options, Hedge Funds, Derivatives, Fixed Income, Equities, Capital Markets, Trading Systems, Trading, Financial Markets, Equity Derivatives, Commodity, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A
Purdue University
B.S.
Eric Brezina's UBS Experience September 2010 - February 2014
Job Senior Director at Inferential Focus
Industry Financial Services
Experience
Inferential Advisory April 2014 - Present
Inferential Focus April 2014 - Present
UBS September 2010 - February 2014
Barclays Capital September 2008 - September 2010
Lehman Brothers 2000 - September 2008
Skills
Intelligence, Equities, Strategic Thinking, Portfolio Management, Investments, Equity Research, Institutional, Trading, Derivatives, Capital Markets, Hedge Funds, Strategic Consulting, Emerging Trends, Fixed Income, Writing, Cash, Structured Products
Education
University of Chicago 2002 — 2005
MBA, Finance
Drake University 1996 — 2000
BA, History
Inferential Advisory April 2014 - Present
Inferential Focus April 2014 - Present
UBS September 2010 - February 2014
Barclays Capital September 2008 - September 2010
Lehman Brothers 2000 - September 2008
Skills
Intelligence, Equities, Strategic Thinking, Portfolio Management, Investments, Equity Research, Institutional, Trading, Derivatives, Capital Markets, Hedge Funds, Strategic Consulting, Emerging Trends, Fixed Income, Writing, Cash, Structured Products
Education
University of Chicago 2002 — 2005
MBA, Finance
Drake University 1996 — 2000
BA, History
Scott Harr's UBS Experience April 2014 - Present
Job at
Industry Security and Investigations
Experience
UBS April 2014 - Present
U.S. Army Reserve January 2012 - Present
Robert Half Technology November 2013 - April 2014
Guardsmark October 2012 - January 2014
Dave and Busters November 2011 - October 2012
US Army January 2007 - January 2012
Skills
Security Clearance, Army, Information Assurance, Military, COMSEC, Military Experience, Intelligence Analysis, Communications Security, Force Protection, Top Secret, Adobe Audition, Adobe Premiere, Active DoD Secret..., Computer Security, Personnel Supervision, Networking, Information Security
Education
DeVry University 2012 — 2015
Bachelors of Science, Communication and Media Studies
University of Toledo 2006 — 2006
Bachelor of Arts (B.A.), Broadcast Communications
UBS April 2014 - Present
U.S. Army Reserve January 2012 - Present
Robert Half Technology November 2013 - April 2014
Guardsmark October 2012 - January 2014
Dave and Busters November 2011 - October 2012
US Army January 2007 - January 2012
Skills
Security Clearance, Army, Information Assurance, Military, COMSEC, Military Experience, Intelligence Analysis, Communications Security, Force Protection, Top Secret, Adobe Audition, Adobe Premiere, Active DoD Secret..., Computer Security, Personnel Supervision, Networking, Information Security
Education
DeVry University 2012 — 2015
Bachelors of Science, Communication and Media Studies
University of Toledo 2006 — 2006
Bachelor of Arts (B.A.), Broadcast Communications
Matt Geiger's UBS Experience February 2010 - June 2010
Job Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America July 2012 - Present
Hoop Book Live July 2009 - August 2012
UBS February 2010 - June 2010
Raymond James June 2009 - September 2009
Education
DePaul University 2008 — 2012
Bachelors of Science, Honors Finance, Economics, Accountancy
Bank of America July 2012 - Present
Hoop Book Live July 2009 - August 2012
UBS February 2010 - June 2010
Raymond James June 2009 - September 2009
Education
DePaul University 2008 — 2012
Bachelors of Science, Honors Finance, Economics, Accountancy
Warner Lin's UBS Experience January 2010 - March 2010
Job Assurance Staff at EY
Industry Accounting
Experience
EY September 2012 - Present
Aon January 2012 - March 2012
EY January 2011 - March 2011
UBS January 2010 - March 2010
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Financial Reporting, Financial Accounting, Accounting, Microsoft Office, QuickBooks, PowerPoint, Access, Auditing, Analysis, Internal Controls, GAAP
Education
DePaul University 2008 — 2012
Bachelor's Degree, Accounting and Finance, 3.71
EY September 2012 - Present
Aon January 2012 - March 2012
EY January 2011 - March 2011
UBS January 2010 - March 2010
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Financial Reporting, Financial Accounting, Accounting, Microsoft Office, QuickBooks, PowerPoint, Access, Auditing, Analysis, Internal Controls, GAAP
Education
DePaul University 2008 — 2012
Bachelor's Degree, Accounting and Finance, 3.71
Greg Cusick's UBS Experience October 2011 - Present
Job Network Engineer at UBS
Industry Investment Banking
Experience
UBS October 2011 - Present
Goldman Sachs August 2001 - October 2011
Cabletron Systems 1996 - 2001
Education
DeVry University 1995 — 1996
AS, Network Technology
College of Staten Island 1990 — 1994
BS, Computer Science
UBS October 2011 - Present
Goldman Sachs August 2001 - October 2011
Cabletron Systems 1996 - 2001
Education
DeVry University 1995 — 1996
AS, Network Technology
College of Staten Island 1990 — 1994
BS, Computer Science
William Shea's UBS Experience June 1996 - May 2011
Job Director at SunGard Availability Services
Industry Financial Services
Experience
SunGard Availability Services September 2013 - Present
RBC Capital Markets May 2011 - April 2013
UBS June 1996 - May 2011
Goldman Sachs February 1987 - June 1996
Merrill Lynch December 1981 - February 1987
Skills
Incident Management, Service Management, Change Management, ITIL, Business Continuity, Disaster Recovery, Problem Management, Risk Management, Infrastructure, IT Operations, Data Center, PMO, Vendor Management, SDLC, Governance, Requirements Analysis, Project Portfolio..., Visio, IT Management, Enterprise Architecture, Project Delivery
Education
Dowling College
SunGard Availability Services September 2013 - Present
RBC Capital Markets May 2011 - April 2013
UBS June 1996 - May 2011
Goldman Sachs February 1987 - June 1996
Merrill Lynch December 1981 - February 1987
Skills
Incident Management, Service Management, Change Management, ITIL, Business Continuity, Disaster Recovery, Problem Management, Risk Management, Infrastructure, IT Operations, Data Center, PMO, Vendor Management, SDLC, Governance, Requirements Analysis, Project Portfolio..., Visio, IT Management, Enterprise Architecture, Project Delivery
Education
Dowling College
Felix Lomahan, MBA, MSISM's UBS Experience June 2013 - August 2013
Job Regulatory Compliance Risk Consultant at Crowe Horwath || AntiMoney Laundering || AntiCorruption || AntiBribery
Industry Financial Services
Experience
Crowe Horwath LLP April 2014 - Present
UBS Wealth Management October 2013 - April 2014
Crowe Horwath LLP August 2013 - October 2013
UBS June 2013 - August 2013
Crowe Horwath LLP May 2013 - June 2013
Bank Hapoalim New York October 2012 - January 2013
MJ Boyd Consulting October 2012 - January 2013
Metropolitan Bank and Trust Company, New York City July 2011 - June 2012
Metropolitan Bank and Trust Company, New York City October 2010 - June 2011
Metropolitan Bank and Trust Company, New York City February 2008 - September 2010
Skills
AML, BSA, EDD, KYC, CTR, Banking, Compliance, OFAC, Bank Secrecy Act, Foreign Corrupt..., FCPA, Foreign Account Tax..., ACH, SWIFT payments, Transaction Processing, Risk-based Profile, Due Diligence, Risk Management, FATCA, CIP, SAR, Transaction Monitoring, Risk Assessment, FINCEN, Lookback Review, FinCEN Section 311, FinCEN Section 314, FIS eGifts, SWIFT, FedLine Advantage, Sparak Systems, Wire Transfer, FIS EDD, Patriot Officer, Fiserv Signature, Wealth Management, FinCEN, Anti Money Laundering, Financial Risk, Wire Transfers, Financial Transactions
Education
Keller Graduate School of Management, New York 2012 — 2013
Master of Science in Information Systems Management, Information Systems, 3.61/4.0
Keller Graduate School of Management, New York 2008 — 2011
Master of Business Administration, Management, GPA 3.51/4.0
DeVry College of New York 2006 — 2008
Associate of Science, Network Systems Administration, GPA 3.64/4.0
Saint Louis University (PH) 2001 — 2006
Bachelor of Science, Information Technology
Crowe Horwath LLP April 2014 - Present
UBS Wealth Management October 2013 - April 2014
Crowe Horwath LLP August 2013 - October 2013
UBS June 2013 - August 2013
Crowe Horwath LLP May 2013 - June 2013
Bank Hapoalim New York October 2012 - January 2013
MJ Boyd Consulting October 2012 - January 2013
Metropolitan Bank and Trust Company, New York City July 2011 - June 2012
Metropolitan Bank and Trust Company, New York City October 2010 - June 2011
Metropolitan Bank and Trust Company, New York City February 2008 - September 2010
Skills
AML, BSA, EDD, KYC, CTR, Banking, Compliance, OFAC, Bank Secrecy Act, Foreign Corrupt..., FCPA, Foreign Account Tax..., ACH, SWIFT payments, Transaction Processing, Risk-based Profile, Due Diligence, Risk Management, FATCA, CIP, SAR, Transaction Monitoring, Risk Assessment, FINCEN, Lookback Review, FinCEN Section 311, FinCEN Section 314, FIS eGifts, SWIFT, FedLine Advantage, Sparak Systems, Wire Transfer, FIS EDD, Patriot Officer, Fiserv Signature, Wealth Management, FinCEN, Anti Money Laundering, Financial Risk, Wire Transfers, Financial Transactions
Education
Keller Graduate School of Management, New York 2012 — 2013
Master of Science in Information Systems Management, Information Systems, 3.61/4.0
Keller Graduate School of Management, New York 2008 — 2011
Master of Business Administration, Management, GPA 3.51/4.0
DeVry College of New York 2006 — 2008
Associate of Science, Network Systems Administration, GPA 3.64/4.0
Saint Louis University (PH) 2001 — 2006
Bachelor of Science, Information Technology
John Cosetti's UBS Experience October 2012 - October 2013
Job Risk Controller at UBS
Industry Financial Services
Experience
Northern Trust Corporation November 2013 - Present
UBS October 2012 - October 2013
UBS October 2010 - January 2012
Deutsche Bank January 2007 - October 2010
Elliott Management January 2006 - January 2007
Moore Capital Management December 2001 - July 2004
Skills
Product Control, Derivatives, Fixed Income, Swaps, Equities, Credit Derivatives, Equity Derivatives, VBA - Excel Macro's, Financial Accounting, Risk Management, Credit risk, Bloomberg, Financial Risk, Credit Risk, Trading, Hedge Funds, Capital Markets, Investment Banking, Valuation, Securities, Market Risk, Financial Modeling, Asset Management, Finance, Investments, Options, Middle Office, FX Options, Financial Analysis, Financial Markets, Microsoft Excel, Structured Products
Education
University of Pittsburgh 2004 — 2005
MBA, Finance
Dickinson College
Northern Trust Corporation November 2013 - Present
UBS October 2012 - October 2013
UBS October 2010 - January 2012
Deutsche Bank January 2007 - October 2010
Elliott Management January 2006 - January 2007
Moore Capital Management December 2001 - July 2004
Skills
Product Control, Derivatives, Fixed Income, Swaps, Equities, Credit Derivatives, Equity Derivatives, VBA - Excel Macro's, Financial Accounting, Risk Management, Credit risk, Bloomberg, Financial Risk, Credit Risk, Trading, Hedge Funds, Capital Markets, Investment Banking, Valuation, Securities, Market Risk, Financial Modeling, Asset Management, Finance, Investments, Options, Middle Office, FX Options, Financial Analysis, Financial Markets, Microsoft Excel, Structured Products
Education
University of Pittsburgh 2004 — 2005
MBA, Finance
Dickinson College
Tony Ibrahim's UBS Experience December 2009 - May 2010
Job Manager, Global Generics Marketing at Hospira
Industry Pharmaceuticals
Experience
Hospira March 2015 - Present
Hospira July 2013 - March 2015
Kmart Corporation November 2011 - July 2013
Walgreens October 2010 - November 2011
UBS December 2009 - May 2010
Skills
Market Research, Data Analysis, SQL, Excel, Oracle, AS400, Inventory Analysis, Microsoft Excel, Process Improvement, Customer Service, Access, IBM iSeries, Inventory Management, Visio, Analysis, Business Analysis, Forecasting
Education
DePaul University 2008 — 2010
BA, Economics, Mathematics, Psychology
William Rainey Harper College 2006 — 2008
BA, Economics
Hospira March 2015 - Present
Hospira July 2013 - March 2015
Kmart Corporation November 2011 - July 2013
Walgreens October 2010 - November 2011
UBS December 2009 - May 2010
Skills
Market Research, Data Analysis, SQL, Excel, Oracle, AS400, Inventory Analysis, Microsoft Excel, Process Improvement, Customer Service, Access, IBM iSeries, Inventory Management, Visio, Analysis, Business Analysis, Forecasting
Education
DePaul University 2008 — 2010
BA, Economics, Mathematics, Psychology
William Rainey Harper College 2006 — 2008
BA, Economics
Patti Wagner's UBS Experience March 1988 - Present
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS March 1988 - Present
Education
Dickinson College 1975 — 1978
B.S., Psychology
UBS March 1988 - Present
Education
Dickinson College 1975 — 1978
B.S., Psychology
Munkh-Erdene Radnaabazar's UBS Experience September 2010 - January 2011
Job Reporting Analyst at U.S. Bank
Industry Financial Services
Experience
U.S. Bank June 2011 - Present
UBS September 2010 - January 2011
Harold Washington College November 2006 - December 2008
Education
DePaul University 2008 — 2010
Bachelor of Science (BS), Finance, General
Harold Washington College
U.S. Bank June 2011 - Present
UBS September 2010 - January 2011
Harold Washington College November 2006 - December 2008
Education
DePaul University 2008 — 2010
Bachelor of Science (BS), Finance, General
Harold Washington College
Sterne Altholz's UBS Experience June 2011 - February 2012
Job Corporate Credit Risk Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2014 - Present
Credit Agricole Corporate and Investment Bank June 2012 - May 2014
Kovitz Investment Group February 2012 - June 2012
UBS June 2011 - February 2012
Education
DePaul University 2010 — 2012
Bachelor of Science (BS), Cum Laude, Finance Honors
Bank of America Merrill Lynch June 2014 - Present
Credit Agricole Corporate and Investment Bank June 2012 - May 2014
Kovitz Investment Group February 2012 - June 2012
UBS June 2011 - February 2012
Education
DePaul University 2010 — 2012
Bachelor of Science (BS), Cum Laude, Finance Honors
Nicole Boomgaarden's UBS Experience October 1998 - Present
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS October 1998 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Business
University of Kansas 1992 — 1996
BA, Business
UBS October 1998 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Business
University of Kansas 1992 — 1996
BA, Business
Cary Holland's UBS Experience April 2009 - Present
Job Senior Client Service Associate at UBS
Industry Financial Services
Experience
UBS April 2009 - Present
Education
DePauw University 1980 — 1984
Bachelor's Degree, Economics, Investments
UBS April 2009 - Present
Education
DePauw University 1980 — 1984
Bachelor's Degree, Economics, Investments
Wally Wolff's UBS Experience 1983 - 1996
Job Banking Professional
Industry Banking
Experience
Retired November 2009 - January 2012
Star Bank 2006 - 2011
First National Bank Kokomo May 2000 - February 2002
UBS 1983 - 1996
Skills
New Business Development, Managerial Finance, Financial Modeling, Banking, Trade Finance, Commercial Banking, Treasury Management, Loans, Executive Management, Retail Banking, Credit, Finance, Corporate Finance, Financial Analysis, Strategic Planning, Financial Risk, Investments, Credit Risk, Mergers & Acquisitions, Structured Finance, Investment Banking, Capital Markets, Fixed Income, Project Finance, Financial Services, Bonds
Education
Loyola University of Chicago 1972 — 1974
Masters Finance
De Paul 1973 — 1973
Certified Public Account
DePaul University 1969 — 1972
BS, Accounting
Retired November 2009 - January 2012
Star Bank 2006 - 2011
First National Bank Kokomo May 2000 - February 2002
UBS 1983 - 1996
Skills
New Business Development, Managerial Finance, Financial Modeling, Banking, Trade Finance, Commercial Banking, Treasury Management, Loans, Executive Management, Retail Banking, Credit, Finance, Corporate Finance, Financial Analysis, Strategic Planning, Financial Risk, Investments, Credit Risk, Mergers & Acquisitions, Structured Finance, Investment Banking, Capital Markets, Fixed Income, Project Finance, Financial Services, Bonds
Education
Loyola University of Chicago 1972 — 1974
Masters Finance
De Paul 1973 — 1973
Certified Public Account
DePaul University 1969 — 1972
BS, Accounting
Carl Sicignano's UBS Experience October 2008 - January 2012
Job Teller at The Provident Bank
Industry Banking
Experience
The Provident Bank July 2012 - Present
UBS October 2008 - January 2012
UBS March 1999 - September 2008
UBS December 1996 - March 1999
UBS February 1995 - December 1996
UBS July 1991 - February 1995
Crossland Savings August 1988 - July 1991
Skills
Microsoft Office, Smarttrack, DTC, Management, Business Development, Integration, Research, Financial Analysis, Risk Management, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Access, Auditing, Microsoft Excel, Analysis, Outlook
Education
DeVry University 2006 — 2016
No, Accounting and Business/Management, 3.20
American Institute of Banking 1983 — 1990
Certificate in Operations Supervision, Banking and Financial Support Services, 3.5
The Provident Bank July 2012 - Present
UBS October 2008 - January 2012
UBS March 1999 - September 2008
UBS December 1996 - March 1999
UBS February 1995 - December 1996
UBS July 1991 - February 1995
Crossland Savings August 1988 - July 1991
Skills
Microsoft Office, Smarttrack, DTC, Management, Business Development, Integration, Research, Financial Analysis, Risk Management, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Access, Auditing, Microsoft Excel, Analysis, Outlook
Education
DeVry University 2006 — 2016
No, Accounting and Business/Management, 3.20
American Institute of Banking 1983 — 1990
Certificate in Operations Supervision, Banking and Financial Support Services, 3.5
Wesley Siu's UBS Experience September 2012 - June 2014
Job Asset Management Intern at UBS
Industry Financial Services
Experience
UBS September 2012 - June 2014
Education
DePaul University 2008 — 2013
UBS September 2012 - June 2014
Education
DePaul University 2008 — 2013
Steven M. Sreckovic's UBS Experience 1994 - 1999
Job Accenture Capital Markets Risk Analytics
Industry Management Consulting
Experience
Accenture July 2015 - Present
Wells Fargo October 2014 - February 2015
Deutsche Bank February 2014 - June 2014
AIG October 2013 - February 2014
J.P. Morgan 2002 - 2012
Credit Suisse 2000 - 2003
UBS 1994 - 1999
Skills
Market Risk, Derivatives, Capital Markets, Fixed Income, Risk Management, Hedge Funds, Equities, Portfolio Management, Finance, Equity Derivatives, Stress, Team Leadership, Investment Banking, Banking, Financial Risk, Credit Risk, Trading, Capital, Regulatory Requirements, Regulatory Submissions, Emerging Markets, Prime Brokerage, FX Options
Education
DePaul University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Economics
University of Illinois at Chicago 1989 — 1991
Associate's Degree, Economics
Accenture July 2015 - Present
Wells Fargo October 2014 - February 2015
Deutsche Bank February 2014 - June 2014
AIG October 2013 - February 2014
J.P. Morgan 2002 - 2012
Credit Suisse 2000 - 2003
UBS 1994 - 1999
Skills
Market Risk, Derivatives, Capital Markets, Fixed Income, Risk Management, Hedge Funds, Equities, Portfolio Management, Finance, Equity Derivatives, Stress, Team Leadership, Investment Banking, Banking, Financial Risk, Credit Risk, Trading, Capital, Regulatory Requirements, Regulatory Submissions, Emerging Markets, Prime Brokerage, FX Options
Education
DePaul University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Economics
University of Illinois at Chicago 1989 — 1991
Associate's Degree, Economics
Gregory Liro's UBS Experience January 2013 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS January 2013 - Present
Morgan Stanley August 2008 - December 2012
Education
Drew University 2006 — 2009
Bachelor of Arts (BA), Economics
UBS January 2013 - Present
Morgan Stanley August 2008 - December 2012
Education
Drew University 2006 — 2009
Bachelor of Arts (BA), Economics
Troy A. (Tad) DeBord, CFA's UBS Experience June 2015 - Present
Job Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS June 2015 - Present
Goldman Sachs March 2007 - May 2015
Goldman Sachs June 2005 - February 2007
Vestor Capital Corporation December 2002 - May 2005
Education
DePauw University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Indian Hill High School
UBS June 2015 - Present
Goldman Sachs March 2007 - May 2015
Goldman Sachs June 2005 - February 2007
Vestor Capital Corporation December 2002 - May 2005
Education
DePauw University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Indian Hill High School
Michael Hankes's UBS Experience August 1999 - March 2006
Job Branch Manager
Industry Financial Services
Experience
Self-employed March 2006 - Present
UBS August 1999 - March 2006
Prudential Bache Securities April 1984 - August 1999
Skills
Investment Advisory...
Education
DePaul University 1982 — 1984
Master of Business Administration (MBA), Business Administration and Management, General
DePaul University 1980 — 1982
Bachelor of Science (BS), Business/Commerce, General
Self-employed March 2006 - Present
UBS August 1999 - March 2006
Prudential Bache Securities April 1984 - August 1999
Skills
Investment Advisory...
Education
DePaul University 1982 — 1984
Master of Business Administration (MBA), Business Administration and Management, General
DePaul University 1980 — 1982
Bachelor of Science (BS), Business/Commerce, General
Dana Steiner's UBS Experience August 2006 - September 2009
Job Group Manager at Harbor Capital Advisors, Inc.
Industry Financial Services
Experience
Harbor Capital Advisors, Inc. December 2014 - Present
Northern Trust Corporation December 2011 - December 2014
Chuck Latham Associates, Inc. 2012 - 2014
UBS August 2006 - September 2009
Education
Loyola University Chicago 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Marketing
Drake University 2001 — 2005
Bachelor’s Degree, Management and Marketing
Harbor Capital Advisors, Inc. December 2014 - Present
Northern Trust Corporation December 2011 - December 2014
Chuck Latham Associates, Inc. 2012 - 2014
UBS August 2006 - September 2009
Education
Loyola University Chicago 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Marketing
Drake University 2001 — 2005
Bachelor’s Degree, Management and Marketing
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.