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
Ronald Clouse Ronald Clouse's UBS Experience January 2003 - August 2004
Job Researcher
Industry Research
Experience
UNC Charlotte July 2013 - June 2015
American Museum of Natural History August 2010 - June 2013
Harvard University September 2004 - August 2010
UBS January 2003 - August 2004
The D. E. Shaw Group May 2000 - August 2003
The D. E. Shaw Group December 1997 - May 2000
Everglades National Park June 1996 - July 1997
Archbold Biological Station January 1996 - June 1996
University of Florida August 1991 - May 1994
Archbold Biological Station May 1993 - August 1993
Skills
Research, Statistics, Molecular Biology, Teaching, Public Speaking, Scientific Publication, Computational Biology, Scientific Writing &..., DNA Sequencing, Nanopore DNA Sequencing, Database Design, Treasury Operations, Investor Relations, Financial Documentation, Course Design, Back Office, Middle Office, PCR, Laboratory
Education
Harvard University 2004 — 2010
Doctor of Philosophy (Ph.D.), Biology
University of Florida 1991 — 1994
Master's Degree, Zoology/Animal Biology
North Carolina State University 1990 — 1991
Biology
Duke University 1986 — 1989
Bachelor's Degree, Area Studies
UNC Charlotte July 2013 - June 2015
American Museum of Natural History August 2010 - June 2013
Harvard University September 2004 - August 2010
UBS January 2003 - August 2004
The D. E. Shaw Group May 2000 - August 2003
The D. E. Shaw Group December 1997 - May 2000
Everglades National Park June 1996 - July 1997
Archbold Biological Station January 1996 - June 1996
University of Florida August 1991 - May 1994
Archbold Biological Station May 1993 - August 1993
Skills
Research, Statistics, Molecular Biology, Teaching, Public Speaking, Scientific Publication, Computational Biology, Scientific Writing &..., DNA Sequencing, Nanopore DNA Sequencing, Database Design, Treasury Operations, Investor Relations, Financial Documentation, Course Design, Back Office, Middle Office, PCR, Laboratory
Education
Harvard University 2004 — 2010
Doctor of Philosophy (Ph.D.), Biology
University of Florida 1991 — 1994
Master's Degree, Zoology/Animal Biology
North Carolina State University 1990 — 1991
Biology
Duke University 1986 — 1989
Bachelor's Degree, Area Studies
Lauren Gorsche Lauren Gorsche's UBS Experience November 2014 - Present
Job Banking Solutions Consultant at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
UBS Financial Services May 2012 - October 2014
UBS September 2006 - May 2012
UBS March 2005 - September 2006
UBS Financial Services March 2004 - March 2005
UBS July 2002 - March 2004
Skills
Communication, Business Strategy, Private Banking, Wealth Management, Portfolio Management, Product Marketing, Finance
Education
Duke University 1998 — 2002
Bachelor of Arts (B.A.), English
UBS November 2014 - Present
UBS Financial Services May 2012 - October 2014
UBS September 2006 - May 2012
UBS March 2005 - September 2006
UBS Financial Services March 2004 - March 2005
UBS July 2002 - March 2004
Skills
Communication, Business Strategy, Private Banking, Wealth Management, Portfolio Management, Product Marketing, Finance
Education
Duke University 1998 — 2002
Bachelor of Arts (B.A.), English
Anne Coupe Anne Coupe's UBS Experience December 2010 - Present
Job Managing Director, Head of Consultant Relations at UBS
Industry Investment Management
Experience
UBS December 2010 - Present
Deutsche Bank 2007 - 2010
William Blair & Company 2004 - 2007
JPMorgan Chase 2003 - 2004
Callan Associates 1996 - 2003
Skills
Equities, Investment Banking, Derivatives, Asset Management, Portfolio Management, Trading, Financial Markets, Fixed Income, Hedge Funds, Bloomberg, Wealth Management, Investments, Microsoft Office, Asset Allocation
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
University of Virginia
Bachelor of Arts (B.A.), American Government and Politics (United States)
UBS December 2010 - Present
Deutsche Bank 2007 - 2010
William Blair & Company 2004 - 2007
JPMorgan Chase 2003 - 2004
Callan Associates 1996 - 2003
Skills
Equities, Investment Banking, Derivatives, Asset Management, Portfolio Management, Trading, Financial Markets, Fixed Income, Hedge Funds, Bloomberg, Wealth Management, Investments, Microsoft Office, Asset Allocation
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
University of Virginia
Bachelor of Arts (B.A.), American Government and Politics (United States)
Cindy Li Cindy Li's UBS Experience July 2015 - Present
Job Investment Banking Associate
Industry Investment Banking
Experience
UBS July 2015 - Present
华夏基金管理有限公司 China Asset Management Co., Ltd. March 2015 - April 2015
Citi June 2014 - August 2014
Deutsche Bank July 2012 - May 2014
Deutsche Bank August 2011 - June 2012
ShenZhen Stock Exchange May 2010 - August 2010
ZTE May 2009 - August 2009
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Visio, Risk Analysis, Risk Modeling, Market Risk, Worst Case Analysis, VAR, Stress Test, Risk Monitoring, Equity Valuation, Financial Statements, FactSet, Capital IQ, Bloomberg, Factiva
Education
New York University, Stern School of Business
Master of Business Administration (M.B.A.), Accounting and Finance
Duke University 2009 — 2011
Master of Science, Electrical engineering and extensive finance-related courses
Taiyuan University of Technology 2005 — 2009
Bachelor, Communication Engineering
UBS July 2015 - Present
华夏基金管理有限公司 China Asset Management Co., Ltd. March 2015 - April 2015
Citi June 2014 - August 2014
Deutsche Bank July 2012 - May 2014
Deutsche Bank August 2011 - June 2012
ShenZhen Stock Exchange May 2010 - August 2010
ZTE May 2009 - August 2009
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Visio, Risk Analysis, Risk Modeling, Market Risk, Worst Case Analysis, VAR, Stress Test, Risk Monitoring, Equity Valuation, Financial Statements, FactSet, Capital IQ, Bloomberg, Factiva
Education
New York University, Stern School of Business
Master of Business Administration (M.B.A.), Accounting and Finance
Duke University 2009 — 2011
Master of Science, Electrical engineering and extensive finance-related courses
Taiyuan University of Technology 2005 — 2009
Bachelor, Communication Engineering
Katherine Ryzhaya Katherine Ryzhaya's UBS Experience August 2002 - September 2003
Job Chief Commercial Officer
Industry Renewables & Environment
Experience
Advanced Microgrid Solutions October 2014 - Present
Evolution Markets January 2010 - October 2014
Pacific Gas and Electric Company (PG&E) September 2004 - December 2009
RBC Capital Markets September 2003 - October 2004
UBS August 2002 - September 2003
Skills
Project Finance, Renewable Energy, Financial Modeling, Cleantech, Due Diligence, Commodity, Financial Structuring, Structured Finance, Energy, Commodity Markets, Energy Markets, Business Development, Investments, Hedging
Education
Duke University - The Fuqua School of Business
MBA
University of San Francisco
BS
Advanced Microgrid Solutions October 2014 - Present
Evolution Markets January 2010 - October 2014
Pacific Gas and Electric Company (PG&E) September 2004 - December 2009
RBC Capital Markets September 2003 - October 2004
UBS August 2002 - September 2003
Skills
Project Finance, Renewable Energy, Financial Modeling, Cleantech, Due Diligence, Commodity, Financial Structuring, Structured Finance, Energy, Commodity Markets, Energy Markets, Business Development, Investments, Hedging
Education
Duke University - The Fuqua School of Business
MBA
University of San Francisco
BS
Genesis Bonds's UBS Experience June 2012 - November 2012
Job System Developer at Rakuten Marketing
Industry
Experience
Rakuten Marketing July 2014 - Present
Duke University Mary Lou Williams Center December 2013 - May 2014
New York Urban League July 2013 - August 2013
Duke University Housing, Dining, Residence Life August 2012 - January 2013
UBS June 2012 - November 2012
Skills
Data Analysis, Public Speaking, Community Outreach, Microsoft Office, Research, Matlab, PowerPoint, Microsoft Excel, Statistics, Java, Nonprofits, Event Planning, Fundraising, Program Development, Higher Education, Spanish, SharePoint, Agile & Waterfall..., Oracle, Blogging, PHP, Social Media, Social Media Marketing
Education
Duke University 2011 — 2016
BS in Computer Science, Computer Science
Bronx High School of Science 2007 — 2011
Rakuten Marketing July 2014 - Present
Duke University Mary Lou Williams Center December 2013 - May 2014
New York Urban League July 2013 - August 2013
Duke University Housing, Dining, Residence Life August 2012 - January 2013
UBS June 2012 - November 2012
Skills
Data Analysis, Public Speaking, Community Outreach, Microsoft Office, Research, Matlab, PowerPoint, Microsoft Excel, Statistics, Java, Nonprofits, Event Planning, Fundraising, Program Development, Higher Education, Spanish, SharePoint, Agile & Waterfall..., Oracle, Blogging, PHP, Social Media, Social Media Marketing
Education
Duke University 2011 — 2016
BS in Computer Science, Computer Science
Bronx High School of Science 2007 — 2011
Kerrigan Hanna's UBS Experience May 2008 - April 2013
Job CMO at Throw and MBA Candidate at UCLA Anderson
Industry Marketing and Advertising
Experience
Throw September 2014 - Present
Taco Bell June 2014 - September 2014
Wolfgang Puck Catering May 2013 - August 2013
UBS May 2008 - April 2013
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Duke University
Bachelor of the Arts, History
Throw September 2014 - Present
Taco Bell June 2014 - September 2014
Wolfgang Puck Catering May 2013 - August 2013
UBS May 2008 - April 2013
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Duke University
Bachelor of the Arts, History
Dylan Beyer's UBS Experience June 2014 - Present
Job Event Capture Analyst at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
Market Shanks, LLC November 2013 - June 2014
First State Finance October 2012 - October 2013
Xerox May 2012 - October 2012
Ingram Book Company October 2010 - July 2012
Belk September 2009 - October 2010
Skills
Excel, Bloomberg Terminal, Microsoft Office, Inventory Management, Retail, Merchandising, Customer Service, PowerPoint, Sales, Microsoft Word, Outlook, Forecasting, Access, Inventory Control, Data Entry, Customer Satisfaction, Budgets, Credit, Finance, Time Management
Education
Middle Tennessee State University 2009 — 2011
BBA, Finance
East Tennessee State University 2006 — 2009
Finance
UBS June 2014 - Present
Market Shanks, LLC November 2013 - June 2014
First State Finance October 2012 - October 2013
Xerox May 2012 - October 2012
Ingram Book Company October 2010 - July 2012
Belk September 2009 - October 2010
Skills
Excel, Bloomberg Terminal, Microsoft Office, Inventory Management, Retail, Merchandising, Customer Service, PowerPoint, Sales, Microsoft Word, Outlook, Forecasting, Access, Inventory Control, Data Entry, Customer Satisfaction, Budgets, Credit, Finance, Time Management
Education
Middle Tennessee State University 2009 — 2011
BBA, Finance
East Tennessee State University 2006 — 2009
Finance
Jonathan Olivo's UBS Experience January 2014 - Present
Job Trade and Processing Specialist / BSA at UBS
Industry Financial Services
Experience
UBS January 2014 - Present
United States Postal Service August 2013 - January 2014
Wells Fargo March 2011 - June 2013
Mohegan Sun May 2007 - December 2010
Easter Seals, Inc. January 2009 - June 2009
Skills
Microsoft Word, Microsoft Excel, Access, Leadership
Education
Eastern Connecticut State University 2005 — 2010
Bachelor of Science (BS), Communication, General
UBS January 2014 - Present
United States Postal Service August 2013 - January 2014
Wells Fargo March 2011 - June 2013
Mohegan Sun May 2007 - December 2010
Easter Seals, Inc. January 2009 - June 2009
Skills
Microsoft Word, Microsoft Excel, Access, Leadership
Education
Eastern Connecticut State University 2005 — 2010
Bachelor of Science (BS), Communication, General
Joseph Franchi Joseph Franchi's UBS Experience 2005 - 2009
Job Product Manager Liquidity Discovery
Industry Information Technology and Services
Experience
Thomson Reuters October 2009 - October 2012
Inference Technology LLC April 2009 - October 2009
UBS Investment Bank 2005 - 2009
UBS 2005 - 2009
UBS Investment Bank, London 2006 - 2008
Vie Financial Group 2002 - 2005
Ashton Technology 2002 - 2005
Optimark 1999 - 2005
Optimark Technologies 1999 - 2002
Educational Testing Service (ETS) September 1995 - March 1999
Skills
Quality Assurance, Requirements Analysis, Testing, User Acceptance Testing, Test Automation, Release Management, Trading Systems, Market Data, Electronic Trading, Equities, Low Latency, Leadership, Investment Banking, Capital Markets, SDLC
Education
Rutgers University-New Brunswick 1988 — 1992
Philosophy
Earlham College 1984 — 1988
Bachelor of Arts (B.A.), Philosophy
Thomson Reuters October 2009 - October 2012
Inference Technology LLC April 2009 - October 2009
UBS Investment Bank 2005 - 2009
UBS 2005 - 2009
UBS Investment Bank, London 2006 - 2008
Vie Financial Group 2002 - 2005
Ashton Technology 2002 - 2005
Optimark 1999 - 2005
Optimark Technologies 1999 - 2002
Educational Testing Service (ETS) September 1995 - March 1999
Skills
Quality Assurance, Requirements Analysis, Testing, User Acceptance Testing, Test Automation, Release Management, Trading Systems, Market Data, Electronic Trading, Equities, Low Latency, Leadership, Investment Banking, Capital Markets, SDLC
Education
Rutgers University-New Brunswick 1988 — 1992
Philosophy
Earlham College 1984 — 1988
Bachelor of Arts (B.A.), Philosophy
Matt Brandt's UBS Experience June 2009 - October 2012
Job Workforce Strategy Lead for Enterprise Infrastructure
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
UBS June 2009 - October 2012
Carnivore Investment Strategies, LLC October 2006 - May 2009
O'Brien and Gere May 2007 - January 2008
Skills
Microsoft SQL Server, PowerPoint, Microsoft Excel, Operating Models, Investment Governance, Program Management, Visual Studio, SQL Server Management..., SharePoint, Jive, Photoshop, Access, Visio, Business Analytics, Key Performance..., Project Management, Forecasting, Business Development, Risk Management, Management, Financial Analysis, Strategy, PMO
Education
Duke University 2005 — 2009
BSE, Mechanical Engineering and Economics
Morgan Stanley November 2012 - Present
UBS June 2009 - October 2012
Carnivore Investment Strategies, LLC October 2006 - May 2009
O'Brien and Gere May 2007 - January 2008
Skills
Microsoft SQL Server, PowerPoint, Microsoft Excel, Operating Models, Investment Governance, Program Management, Visual Studio, SQL Server Management..., SharePoint, Jive, Photoshop, Access, Visio, Business Analytics, Key Performance..., Project Management, Forecasting, Business Development, Risk Management, Management, Financial Analysis, Strategy, PMO
Education
Duke University 2005 — 2009
BSE, Mechanical Engineering and Economics
Chris Savell's UBS Experience June 2009 - July 2009
Job Pricing Analyst at TXU Energy
Industry Oil & Energy
Experience
TXU Energy January 2015 - Present
TXU Energy July 2013 - January 2015
T3 Trading Group, LLC May 2012 - July 2013
Tulane University August 2011 - December 2011
UBS June 2009 - July 2009
Skills
Financial Analysis, Valuation, Modeling, Trading, Energy, Accounting, Investments, Stock Market Analysis, Risk Management, Options, Microsoft Office, Microsoft Excel, SQL, SAS, SAP, Forecasting
Education
Tulane University 2011 — 2012
Masters, Finance
East Tennessee State University 2007 — 2010
Bachelors, Finance
TXU Energy January 2015 - Present
TXU Energy July 2013 - January 2015
T3 Trading Group, LLC May 2012 - July 2013
Tulane University August 2011 - December 2011
UBS June 2009 - July 2009
Skills
Financial Analysis, Valuation, Modeling, Trading, Energy, Accounting, Investments, Stock Market Analysis, Risk Management, Options, Microsoft Office, Microsoft Excel, SQL, SAS, SAP, Forecasting
Education
Tulane University 2011 — 2012
Masters, Finance
East Tennessee State University 2007 — 2010
Bachelors, Finance
Emily Agnew Emily Agnew's UBS Experience May 2006 - April 2008
Job Director
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Cambridge Associates April 2008 - June 2015
UBS May 2006 - April 2008
Lincoln Financial Group 1999 - 2007
Fidelity Investments October 2003 - May 2006
Delaware Investments 1997 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Asset Management, Valuation
Education
Drexel University - College of Business and Administration 1991 — 1995
Master of Business Administration (MBA)
Drexel University - College of Business and Administration 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Bank of America Merrill Lynch July 2015 - Present
Cambridge Associates April 2008 - June 2015
UBS May 2006 - April 2008
Lincoln Financial Group 1999 - 2007
Fidelity Investments October 2003 - May 2006
Delaware Investments 1997 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Asset Management, Valuation
Education
Drexel University - College of Business and Administration 1991 — 1995
Master of Business Administration (MBA)
Drexel University - College of Business and Administration 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Grant Alport Grant Alport's UBS Experience August 2005 - August 2005
Job Associate at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman August 2014 - Present
Oliver Wyman June 2013 - July 2014
Oliver Wyman February 2011 - June 2013
American Airlines July 2010 - February 2011
Duke University January 2009 - May 2010
Acción Emprenedora June 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
UBS August 2005 - August 2005
Skills
Analysis, Financial Modeling, Spanish, Airports, Strategy, Airlines, Data Analysis, Management Consulting, Quantitative Modeling, Microsoft Excel, Research, Leadership, Public Policy, Forecasting, Budgets, Finance, Financial Analysis, Network Analysis, Access, Report Drafting, PowerPoint, Quantitative Analysis, Benchmarking, Commercial Aviation, Strategy Consulting, Business Design, Business Planning, SQL
Education
Duke University 2006 — 2010
A.B. Public Policy Studies, Spanish, Economics Minor
Universidad San Pablo-CEU 2008 — 2008
European Union, Spain in the 21st Century
London School of Economics and Political Science 2007 — 2007
International Relations, Middle East History
Lincoln High School 2002 — 2006
Oliver Wyman August 2014 - Present
Oliver Wyman June 2013 - July 2014
Oliver Wyman February 2011 - June 2013
American Airlines July 2010 - February 2011
Duke University January 2009 - May 2010
Acción Emprenedora June 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
UBS August 2005 - August 2005
Skills
Analysis, Financial Modeling, Spanish, Airports, Strategy, Airlines, Data Analysis, Management Consulting, Quantitative Modeling, Microsoft Excel, Research, Leadership, Public Policy, Forecasting, Budgets, Finance, Financial Analysis, Network Analysis, Access, Report Drafting, PowerPoint, Quantitative Analysis, Benchmarking, Commercial Aviation, Strategy Consulting, Business Design, Business Planning, SQL
Education
Duke University 2006 — 2010
A.B. Public Policy Studies, Spanish, Economics Minor
Universidad San Pablo-CEU 2008 — 2008
European Union, Spain in the 21st Century
London School of Economics and Political Science 2007 — 2007
International Relations, Middle East History
Lincoln High School 2002 — 2006
Eva Leung, CFA Eva Leung, CFA's UBS Experience January 2014 - October 2014
Job
Industry Computer Software
Experience
NetSuite January 2015 - Present
UBS January 2014 - October 2014
Deutsche Bank 2008 - 2012
National Semiconductor 2004 - 2006
National Semiconductor 2002 - 2004
National Semiconductor 2001 - 2002
National Semiconductor 2000 - 2001
Skills
Financial Modeling, Fixed Income, Equity Research, Investment Banking, Corporate Finance, Equities, Financial Analysis, Valuation, Investments, Foreign Exchange..., Cash Management, Corporate FP&A, Treasury Management, Bloomberg
Education
Duke University - Fuqua School of Business 2006 — 2008
Master of Business Administration (MBA), Finance/Investments
University of California, Berkeley, Haas School of Business 1996 — 2000
Bachelor of Science (BS), Business Administration
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.), Economics
NetSuite January 2015 - Present
UBS January 2014 - October 2014
Deutsche Bank 2008 - 2012
National Semiconductor 2004 - 2006
National Semiconductor 2002 - 2004
National Semiconductor 2001 - 2002
National Semiconductor 2000 - 2001
Skills
Financial Modeling, Fixed Income, Equity Research, Investment Banking, Corporate Finance, Equities, Financial Analysis, Valuation, Investments, Foreign Exchange..., Cash Management, Corporate FP&A, Treasury Management, Bloomberg
Education
Duke University - Fuqua School of Business 2006 — 2008
Master of Business Administration (MBA), Finance/Investments
University of California, Berkeley, Haas School of Business 1996 — 2000
Bachelor of Science (BS), Business Administration
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.), Economics
Julie Bailey, Bailey Wealth Management Julie Bailey, Bailey Wealth Management's UBS Experience 2005 - 2006
Job The Bailey Wealth Management Group, Portfolio Manager, Financial Advisor, CRPC(R) at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2014 - Present
Morgan Stanley December 2008 - January 2014
Merrill Lynch 2006 - 2008
UBS 2005 - 2006
Credit Suisse First Boston 2000 - 2005
Skills
Personal Finance, Private Wealth..., Investments, Retirement Planning, Wealth Management..., Retirement, Finance, Financial Services, Investment Management, Financial Advisory, Financial Markets, Investment Advisory, Mutual Funds, Portfolio Management, Series 7, Wealth Management, High Net Worth..., Strategic Financial..., Asset Allocation
Education
The University of London/ American College 2000 — 2000
Post Graduate classes in Finance, Finance and Economics
East Tennessee State University 1996 — 2000
BBA, Corporate Finance and Investments, Political Science
UBS Wealth Management January 2014 - Present
Morgan Stanley December 2008 - January 2014
Merrill Lynch 2006 - 2008
UBS 2005 - 2006
Credit Suisse First Boston 2000 - 2005
Skills
Personal Finance, Private Wealth..., Investments, Retirement Planning, Wealth Management..., Retirement, Finance, Financial Services, Investment Management, Financial Advisory, Financial Markets, Investment Advisory, Mutual Funds, Portfolio Management, Series 7, Wealth Management, High Net Worth..., Strategic Financial..., Asset Allocation
Education
The University of London/ American College 2000 — 2000
Post Graduate classes in Finance, Finance and Economics
East Tennessee State University 1996 — 2000
BBA, Corporate Finance and Investments, Political Science
Evan Cicirello's UBS Experience January 2011 - May 2011
Job Transaction Advisor at DTZ Americas, Inc.
Industry Commercial Real Estate
Experience
DTZ February 2012 - Present
UBS January 2011 - May 2011
Skills
Financial Modeling, Investments, Valuation, Financial Analysis, Microsoft Excel, Economics, Financial Reporting, Accounting, Asset Management, Portfolio Management, Bloomberg, Real Estate, Commercial Real Estate, Lease Negotiations, Office Tenant..., Tenant Representation, Customer Service, Microsoft Office, Social Media, Microsoft Word, Leadership, PowerPoint
Education
Duquesne University 2007 — 2011
Finance
DTZ February 2012 - Present
UBS January 2011 - May 2011
Skills
Financial Modeling, Investments, Valuation, Financial Analysis, Microsoft Excel, Economics, Financial Reporting, Accounting, Asset Management, Portfolio Management, Bloomberg, Real Estate, Commercial Real Estate, Lease Negotiations, Office Tenant..., Tenant Representation, Customer Service, Microsoft Office, Social Media, Microsoft Word, Leadership, PowerPoint
Education
Duquesne University 2007 — 2011
Finance
Kevin Widmaier's UBS Experience May 2015 - Present
Job Director at UBS
Industry Investment Management
Experience
UBS May 2015 - Present
PromoExchange 2013 - Present
UBS 2013 - 2015
Poten & Partners 2012 - 2013
Allied Energy Services 2008 - 2012
Skills
Financial Modeling, Statistics, Portfolio Management, Oracle Crystal Ball, Structured Products, Physical & Derivative..., Energy Commodities, Series 3, Series 7, Series 66, Bloomberg Terminal, FactSet, Microsoft Excel
Education
Duke University - The Fuqua School of Business
MBA
Georgia Institute of Technology
BS with Honors
Level II candidate in the CAIA program
UBS May 2015 - Present
PromoExchange 2013 - Present
UBS 2013 - 2015
Poten & Partners 2012 - 2013
Allied Energy Services 2008 - 2012
Skills
Financial Modeling, Statistics, Portfolio Management, Oracle Crystal Ball, Structured Products, Physical & Derivative..., Energy Commodities, Series 3, Series 7, Series 66, Bloomberg Terminal, FactSet, Microsoft Excel
Education
Duke University - The Fuqua School of Business
MBA
Georgia Institute of Technology
BS with Honors
Level II candidate in the CAIA program
Richard Mumford Richard Mumford's UBS Experience September 2003 - Present
Job Bank General Counsel and Regulatory Attorney
Industry Financial Services
Experience
UBS September 2003 - Present
Merrill Lynch August 1992 - September 2003
Skills
US Banking Laws and..., Bank Regulatory..., Corporate Governance, Legislative Issues, Legal Compliance, Legal Department..., Dodd Frank Act, Gramm..., FDIC, OCC and Federal..., Interstate Banking and..., Affiliate and Insider...
Education
Georgetown University Law Center 1981 — 1984
JD, Law, cum laude; top 10% of class
Duke University 1976 — 1980
AB, magna cum laude
UBS September 2003 - Present
Merrill Lynch August 1992 - September 2003
Skills
US Banking Laws and..., Bank Regulatory..., Corporate Governance, Legislative Issues, Legal Compliance, Legal Department..., Dodd Frank Act, Gramm..., FDIC, OCC and Federal..., Interstate Banking and..., Affiliate and Insider...
Education
Georgetown University Law Center 1981 — 1984
JD, Law, cum laude; top 10% of class
Duke University 1976 — 1980
AB, magna cum laude
Kyle Stetson, CPIM's UBS Experience August 2009 - March 2010
Job Senior Procurement Operations Analyst at Bay Valley Foods
Industry Logistics and Supply Chain
Experience
TreeHouse Foods June 2015 - Present
Bay Valley Foods January 2013 - June 2015
Bay Valley Foods June 2011 - December 2012
UBS August 2009 - March 2010
Skills
SAP, Microsoft Excel, Supply Chain Management, Logistics, Supply Chain, Process Improvement, Inventory Management, Purchasing, Procurement, Outlook, Lean Manufacturing, SAP Implementation, SAP APO, Production Planning, Food Manufacturing, Microsoft Office, Microsoft Word, Materials Management, Warehousing, Forecasting, Project Planning, Food Industry, JIT, VMI, DRP, APICS, SAP BI, SAP Supply Chain, APO SNP, Business Intelligence, PowerPoint, Vendor Relationships, Supply Chain Software, Basics of Supply Chain..., SNP, PLM Tools, SharePoint, AS400 system
Education
Duquesne University 2007 — 2011
BSBA, Supply Chain Management
TreeHouse Foods June 2015 - Present
Bay Valley Foods January 2013 - June 2015
Bay Valley Foods June 2011 - December 2012
UBS August 2009 - March 2010
Skills
SAP, Microsoft Excel, Supply Chain Management, Logistics, Supply Chain, Process Improvement, Inventory Management, Purchasing, Procurement, Outlook, Lean Manufacturing, SAP Implementation, SAP APO, Production Planning, Food Manufacturing, Microsoft Office, Microsoft Word, Materials Management, Warehousing, Forecasting, Project Planning, Food Industry, JIT, VMI, DRP, APICS, SAP BI, SAP Supply Chain, APO SNP, Business Intelligence, PowerPoint, Vendor Relationships, Supply Chain Software, Basics of Supply Chain..., SNP, PLM Tools, SharePoint, AS400 system
Education
Duquesne University 2007 — 2011
BSBA, Supply Chain Management
Haley Spitz's UBS Experience June 2009 - August 2009
Job Senior Analyst, Digital Customer Experience at American Express
Industry Financial Services
Experience
American Express December 2013 - Present
BB&T March 2013 - November 2013
BB&T July 2012 - March 2013
Investor's Mosaic September 2011 - May 2012
Tractenberg & Co. July 2010 - July 2011
UBS June 2009 - August 2009
MediaEdge: CIA June 2008 - August 2008
Skills
Blogging, Social Media, Social Media Marketing, Facebook, Editing, Marketing Strategy, Marketing Communications, Management, Analysis, Marketing
Education
Duke University - The Fuqua School of Business 2011 — 2012
Master's degree, Management
Duke University 2006 — 2010
B.A., International Comparative Studies, Markets & Management Certificate
New York University - Florence 2008 — 2008
Suncoast Community High School 2002 — 2006
International Baccalaureate
American Express December 2013 - Present
BB&T March 2013 - November 2013
BB&T July 2012 - March 2013
Investor's Mosaic September 2011 - May 2012
Tractenberg & Co. July 2010 - July 2011
UBS June 2009 - August 2009
MediaEdge: CIA June 2008 - August 2008
Skills
Blogging, Social Media, Social Media Marketing, Facebook, Editing, Marketing Strategy, Marketing Communications, Management, Analysis, Marketing
Education
Duke University - The Fuqua School of Business 2011 — 2012
Master's degree, Management
Duke University 2006 — 2010
B.A., International Comparative Studies, Markets & Management Certificate
New York University - Florence 2008 — 2008
Suncoast Community High School 2002 — 2006
International Baccalaureate
John Prout John Prout's UBS Experience October 2006 - November 2011
Job Independent Consultant
Industry Real Estate
Experience
Self Employed November 2011 - Present
UBS October 2006 - November 2011
McCracken Financial Software September 2005 - September 2006
MortgageRamp April 2002 - September 2005
Reaxon LLC October 2000 - August 2001
Madison Real Estate Technologies June 1998 - September 2000
Deloitte & Touche June 1995 - April 1998
Chemical Bank April 1991 - August 1993
National Westminster Bank June 1987 - April 1991
Skills
Product Management, SDLC, Business Development, Business Strategy, Commercial Real Estate, CMBS, Business Analysis, Process Improvement, Project Management, Due Diligence, Real Estate, Capital Markets, Asset Managment, Real Estate Economics, Asset Management, Finance, Banking, Portfolio Management
Education
Duke University - The Fuqua School of Business 1993 — 1995
MBA
Mount Saint Mary's College 1983 — 1987
BS
Self Employed November 2011 - Present
UBS October 2006 - November 2011
McCracken Financial Software September 2005 - September 2006
MortgageRamp April 2002 - September 2005
Reaxon LLC October 2000 - August 2001
Madison Real Estate Technologies June 1998 - September 2000
Deloitte & Touche June 1995 - April 1998
Chemical Bank April 1991 - August 1993
National Westminster Bank June 1987 - April 1991
Skills
Product Management, SDLC, Business Development, Business Strategy, Commercial Real Estate, CMBS, Business Analysis, Process Improvement, Project Management, Due Diligence, Real Estate, Capital Markets, Asset Managment, Real Estate Economics, Asset Management, Finance, Banking, Portfolio Management
Education
Duke University - The Fuqua School of Business 1993 — 1995
MBA
Mount Saint Mary's College 1983 — 1987
BS
Shannon (Hadaway) Rossi's UBS Experience June 2008 - August 2008
Job Senior Sales Account Executive at First Insight, Inc.
Industry Computer Software
Experience
First Insight, Inc. August 2015 - Present
Shoefitr Inc. March 2013 - August 2015
Carnegie Mellon University June 2010 - March 2013
Bayer Technology Services June 2009 - May 2010
UBS June 2008 - August 2008
Skills
Sales, Marketing, Coaching, Customer Service, Time Management, Data Analysis, Strategic Planning, Social Media, Finance, Budgets, Leadership, Microsoft Office, Fundraising, Analysis, Recruiting, Access, Human Resources, Program Management, Microsoft Excel, PowerPoint, Public Speaking, Research, Sports Coaching, Microsoft Word, Outlook
Education
Duquesne University 2007 — 2009
Bachelor of Science Business Administration, Finance, Accounting
Ohio University 2004 — 2007
First Insight, Inc. August 2015 - Present
Shoefitr Inc. March 2013 - August 2015
Carnegie Mellon University June 2010 - March 2013
Bayer Technology Services June 2009 - May 2010
UBS June 2008 - August 2008
Skills
Sales, Marketing, Coaching, Customer Service, Time Management, Data Analysis, Strategic Planning, Social Media, Finance, Budgets, Leadership, Microsoft Office, Fundraising, Analysis, Recruiting, Access, Human Resources, Program Management, Microsoft Excel, PowerPoint, Public Speaking, Research, Sports Coaching, Microsoft Word, Outlook
Education
Duquesne University 2007 — 2009
Bachelor of Science Business Administration, Finance, Accounting
Ohio University 2004 — 2007
Louis Scott Louis Scott's UBS Experience February 2010 - January 2014
Job Officer at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York June 2014 - Present
UBS February 2010 - January 2014
Morgan Stanley December 1996 - December 2009
University of Georgia September 1989 - December 1996
University of Illinois at Urbana-Champaign August 1983 - June 1989
Skills
Equities, Fixed Income, Series 7, Investment Banking, Investments, Capital Markets, Derivatives, Portfolio Management, Securities
Education
University of Virginia 1978 — 1982
Doctor of Philosophy (Ph.D.), Economics
Tulane University 1973 — 1975
Master of Business Administration (MBA), Finance
Duke University 1969 — 1973
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Federal Reserve Bank of New York June 2014 - Present
UBS February 2010 - January 2014
Morgan Stanley December 1996 - December 2009
University of Georgia September 1989 - December 1996
University of Illinois at Urbana-Champaign August 1983 - June 1989
Skills
Equities, Fixed Income, Series 7, Investment Banking, Investments, Capital Markets, Derivatives, Portfolio Management, Securities
Education
University of Virginia 1978 — 1982
Doctor of Philosophy (Ph.D.), Economics
Tulane University 1973 — 1975
Master of Business Administration (MBA), Finance
Duke University 1969 — 1973
Bachelor of Science (B.S.), Electrical and Electronics Engineering
J. Morgan Edwards, CFP®'s UBS Experience April 2014 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS April 2014 - Present
SunTrust Private Wealth Management July 2011 - Present
Wachovia, A Wells Fargo Company March 2008 - July 2011
SteelMaster Buildings November 2005 - February 2008
Skills
Investments, Series 7, Loans, Wealth Management..., Credit, Strategic Financial..., Retirement Planning, Risk Management, Finance, Estate Planning
Education
James Madison University - College of Business 2001 — 2005
Bachelor of Business Administration, Marketing
East Carolina University 2000 — 2001
UBS April 2014 - Present
SunTrust Private Wealth Management July 2011 - Present
Wachovia, A Wells Fargo Company March 2008 - July 2011
SteelMaster Buildings November 2005 - February 2008
Skills
Investments, Series 7, Loans, Wealth Management..., Credit, Strategic Financial..., Retirement Planning, Risk Management, Finance, Estate Planning
Education
James Madison University - College of Business 2001 — 2005
Bachelor of Business Administration, Marketing
East Carolina University 2000 — 2001
(Steve) Xu Liang 梁諝 (Steve) Xu Liang 梁諝's UBS Experience March 2012 - March 2013
Job Operations Business Analyst
Industry Financial Services
Experience
Radian October 2013 - Present
UBS March 2012 - March 2013
Gramercy Capital Corp January 2012 - March 2012
Gramercy Capital Corp September 2009 - March 2010
Escalon Medical Corp. September 2008 - March 2009
Skills
Workflow Management, Six Sigma, Microsoft Excel, Business Analysis, Banking, Business Process Mapping, Data Analysis, Analytic Reporting, Analysis, Process Improvement, Finance, Business Process..., Process Flow, Business Intelligence, Financial Analysis, Management, Supplier Quality..., PeopleSoft, US Equities, Business Objects, Contract Law, JDE Enterprise One, Financial Services, OnBase, Smoke Testing, PowerPoint, Customer Service, Risk Management, Microsoft Office, Requirements elicitation
Education
St. Mary's University 2012 — 2013
Master of Business Administration (MBA), International Business
Temple University 2009 — 2011
Bachelor of Business Administration (BBA), Legal Studies, General
Drexel University 2006 — 2009
Bachelor's degree, Chemical Engineering
Radian October 2013 - Present
UBS March 2012 - March 2013
Gramercy Capital Corp January 2012 - March 2012
Gramercy Capital Corp September 2009 - March 2010
Escalon Medical Corp. September 2008 - March 2009
Skills
Workflow Management, Six Sigma, Microsoft Excel, Business Analysis, Banking, Business Process Mapping, Data Analysis, Analytic Reporting, Analysis, Process Improvement, Finance, Business Process..., Process Flow, Business Intelligence, Financial Analysis, Management, Supplier Quality..., PeopleSoft, US Equities, Business Objects, Contract Law, JDE Enterprise One, Financial Services, OnBase, Smoke Testing, PowerPoint, Customer Service, Risk Management, Microsoft Office, Requirements elicitation
Education
St. Mary's University 2012 — 2013
Master of Business Administration (MBA), International Business
Temple University 2009 — 2011
Bachelor of Business Administration (BBA), Legal Studies, General
Drexel University 2006 — 2009
Bachelor's degree, Chemical Engineering
Camille Burdine Camille Burdine's UBS Experience 2005 - 2006
Job Development at Cumberland University
Industry Higher Education
Experience
Cumberland University August 2008 - Present
UBS 2005 - 2006
Skills
Series 7, Series 63, Commercial Insurance, Term Life Insurance, Life Insurance, Property & Casualty..., Student Development, Marketing, Customer Service, Leadership, Team Building, Sales, Training, Event Planning, Nonprofits, Student Affairs, Fundraising, Public Speaking, Strategic Planning
Education
East Tennessee State University 1994 — 1996
Tennessee Technological University 1988 — 1991
Dobyns Bennett High School 1984 — 1988
Cumberland University August 2008 - Present
UBS 2005 - 2006
Skills
Series 7, Series 63, Commercial Insurance, Term Life Insurance, Life Insurance, Property & Casualty..., Student Development, Marketing, Customer Service, Leadership, Team Building, Sales, Training, Event Planning, Nonprofits, Student Affairs, Fundraising, Public Speaking, Strategic Planning
Education
East Tennessee State University 1994 — 1996
Tennessee Technological University 1988 — 1991
Dobyns Bennett High School 1984 — 1988
Julian Gammon III, LL.M. Julian Gammon III, LL.M.'s UBS Experience February 2006 - October 2011
Job Senior Consultant at Tata Consultancy Services
Industry Capital Markets
Experience
Tata Consultancy Services December 2013 - Present
ExperisNL February 2012 - Present
UBS February 2006 - October 2011
Accume Partners 2005 - 2006
Banc of America Securities October 2000 - February 2005
CIBC August 1995 - October 2000
Barclay Investments, Inc. 1992 - 1994
Manufacturers Hanover Trust March 1989 - May 1991
Chase Securities 1988 - 1989
Citicorp Investment Bank 1985 - 1988
Skills
Structured Finance, Valuation, Risk Management, Fixed Income, Credit Derivatives, Derivatives, Hedge Funds, Capital Markets, Financial Risk, Due Diligence, Enterprise Risk..., Credit Risk, Portfolio Management, Equities, Mutual Funds, Investment Banking, Securities, Corporate Finance, Banking, Financial Modeling, Structured Products, Options, Trading, Finance
Education
New York Law School 2003 — 2005
LL.M., Taxation
New York Law School 1981 — 1983
JD, Law
Duquesne University School of Law 1979 — 1981
Transferred, Law
The George Washington University 1975 — 1977
MA, Economics
The George Washington University 1975 — 1977
BA, MA in Economics, MS Candidate, Computer Science
The George Washington University 1969 — 1973
BA, Economics
Shady Side Academy 1964 — 1967
Tata Consultancy Services December 2013 - Present
ExperisNL February 2012 - Present
UBS February 2006 - October 2011
Accume Partners 2005 - 2006
Banc of America Securities October 2000 - February 2005
CIBC August 1995 - October 2000
Barclay Investments, Inc. 1992 - 1994
Manufacturers Hanover Trust March 1989 - May 1991
Chase Securities 1988 - 1989
Citicorp Investment Bank 1985 - 1988
Skills
Structured Finance, Valuation, Risk Management, Fixed Income, Credit Derivatives, Derivatives, Hedge Funds, Capital Markets, Financial Risk, Due Diligence, Enterprise Risk..., Credit Risk, Portfolio Management, Equities, Mutual Funds, Investment Banking, Securities, Corporate Finance, Banking, Financial Modeling, Structured Products, Options, Trading, Finance
Education
New York Law School 2003 — 2005
LL.M., Taxation
New York Law School 1981 — 1983
JD, Law
Duquesne University School of Law 1979 — 1981
Transferred, Law
The George Washington University 1975 — 1977
MA, Economics
The George Washington University 1975 — 1977
BA, MA in Economics, MS Candidate, Computer Science
The George Washington University 1969 — 1973
BA, Economics
Shady Side Academy 1964 — 1967
Courtney O'Brien Courtney O'Brien's UBS Experience September 2012 - May 2013
Job Associate at The Parthenon Group
Industry Management Consulting
Experience
The Parthenon Group June 2014 - August 2014
UBS September 2012 - May 2013
Skills
Teamwork, Microsoft Office, Microsoft Excel
Education
Duke University 2011 — 2015
Bachelor’s Degree, Economics
The Parthenon Group June 2014 - August 2014
UBS September 2012 - May 2013
Skills
Teamwork, Microsoft Office, Microsoft Excel
Education
Duke University 2011 — 2015
Bachelor’s Degree, Economics
Andrew Ahlberg Andrew Ahlberg's UBS Experience April 2007 - June 2008
Job Associate at The Gladstone Companies
Industry Financial Services
Experience
The Gladstone Companies September 2014 - Present
MCG Capital October 2013 - August 2014
Fifth Third Bank February 2010 - March 2013
Fifth Third Bank July 2008 - February 2010
UBS April 2007 - June 2008
The Ohio State University March 2007 - June 2008
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Business Administration (M.B.A.), Finance, General
The Ohio State University 2004 — 2008
BS, Economics, Business, Math
The Gladstone Companies September 2014 - Present
MCG Capital October 2013 - August 2014
Fifth Third Bank February 2010 - March 2013
Fifth Third Bank July 2008 - February 2010
UBS April 2007 - June 2008
The Ohio State University March 2007 - June 2008
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Business Administration (M.B.A.), Finance, General
The Ohio State University 2004 — 2008
BS, Economics, Business, Math
Davila Thompson's UBS Experience September 2014 - Present
Job Software Developer
Industry Information Technology and Services
Experience
UBS September 2014 - Present
FDM Group July 2014 - Present
IT Pros - Philadelphia May 2013 - January 2014
Drexel University April 2012 - April 2013
Yakitori-Boy Japas September 2011 - August 2012
Drexel University DragonCard Office February 2011 - March 2012
Skills
PL/SQL, Unix, SQL, Linux, Bash, Oracle, Analysis, Visual Basic, Project Management, Access, Data Analysis, Requirements Gathering, Relational Data Modeling, Logical Data Modeling, Google Analytics, Visual C#, Visual Studio, WordPress, Python, Leadership, Research
Education
Drexel University - College of Business and Administration 2010 — 2014
B.S.B.A., Management Information Systems
UBS September 2014 - Present
FDM Group July 2014 - Present
IT Pros - Philadelphia May 2013 - January 2014
Drexel University April 2012 - April 2013
Yakitori-Boy Japas September 2011 - August 2012
Drexel University DragonCard Office February 2011 - March 2012
Skills
PL/SQL, Unix, SQL, Linux, Bash, Oracle, Analysis, Visual Basic, Project Management, Access, Data Analysis, Requirements Gathering, Relational Data Modeling, Logical Data Modeling, Google Analytics, Visual C#, Visual Studio, WordPress, Python, Leadership, Research
Education
Drexel University - College of Business and Administration 2010 — 2014
B.S.B.A., Management Information Systems
Aleema Bath Michal Aleema Bath Michal's UBS Experience July 2004 - July 2005
Job Wealth Management Professional at Goldman Sachs
Industry Banking
Experience
Wells Fargo Home Mortgage December 2012 - April 2013
Aletheia Research and Management, Inc. August 2009 - May 2012
Goldman Sachs July 2005 - August 2009
UBS July 2004 - July 2005
Skills
Asset Managment, Hedge Funds, Alternative Investments, Investments, Derivatives, Series 7, Corporate Finance, Due Diligence, Equities, Private Equity, Investment Banking, Fixed Income, Investment Management, Bloomberg, Wealth Management, Asset Management, Mutual Funds, Financial Services, Investment Strategies
Education
Duke University 2000 — 2004
Bachelor of Arts (B.A.), Public Policy Studies
Wells Fargo Home Mortgage December 2012 - April 2013
Aletheia Research and Management, Inc. August 2009 - May 2012
Goldman Sachs July 2005 - August 2009
UBS July 2004 - July 2005
Skills
Asset Managment, Hedge Funds, Alternative Investments, Investments, Derivatives, Series 7, Corporate Finance, Due Diligence, Equities, Private Equity, Investment Banking, Fixed Income, Investment Management, Bloomberg, Wealth Management, Asset Management, Mutual Funds, Financial Services, Investment Strategies
Education
Duke University 2000 — 2004
Bachelor of Arts (B.A.), Public Policy Studies
Ed Tiryakian's UBS Experience 1990 - 2005
Job Managing Director
Industry Investment Banking
Experience
Duke University August 2010 - Present
Argentum Group March 2004 - Present
Paine Webber January 1989 - September 2005
UBS 1990 - 2005
Skills
Competitive Analysis, Asset Managment, Corporate Finance, Strategic Planning, Investments, Portfolio Management, Financial Advisory, Investment Management, Financial Services, Securities, Market Research, Fixed Income, Equity Research, Capital Markets, Equities, Finance, Venture Capital, Private Equity, Mergers
Education
Duke University - The Fuqua School of Business 2003 — 2004
Master of Business Administration (MBA), Accounting and Finance, 3.7
Duke University 1978 — 1982
BA, Economics and Russian, Dean's List
Durham Academy
Duke University August 2010 - Present
Argentum Group March 2004 - Present
Paine Webber January 1989 - September 2005
UBS 1990 - 2005
Skills
Competitive Analysis, Asset Managment, Corporate Finance, Strategic Planning, Investments, Portfolio Management, Financial Advisory, Investment Management, Financial Services, Securities, Market Research, Fixed Income, Equity Research, Capital Markets, Equities, Finance, Venture Capital, Private Equity, Mergers
Education
Duke University - The Fuqua School of Business 2003 — 2004
Master of Business Administration (MBA), Accounting and Finance, 3.7
Duke University 1978 — 1982
BA, Economics and Russian, Dean's List
Durham Academy
Joseph Messina Joseph Messina's UBS Experience February 2011 - November 2011
Job Director, Talent Acquisition at Chen Medical bringing top tier talent interested in revolutionizing US healthcare
Industry Hospital & Health Care
Experience
Chen Medical July 2012 - Present
Catania Investment Group LLC December 2011 - Present
UBS February 2011 - November 2011
Pershing LLC, affiliate of the Bank of New York Mellon January 2008 - February 2011
Merrill Corporation March 2007 - November 2007
Tiger Information Systems August 2005 - March 2007
Skills
Recruiting, Talent Acquisition, Management, Applicant Tracking..., Temporary Placement, Executive Search, Talent Management, Sourcing, Human Resources, Finance, Internet Recruiting, Executive Management, Personnel Management, Interviews, Onboarding, Employee Relations, Financial Services, College Recruiting, Contract Recruitment, Technical Recruiting, Employee Benefits, Permanent Placement, Benefits Negotiation, Hiring, Screening Resumes, Employee Training, Temporary Staffing, HRIS, Resume Writing, CRM, Staffing Services, SDLC, PeopleSoft, Training, Leadership
Education
East Stroudsburg University of Pennsylvania 2001 — 2005
Bachelor of Science, Recreation and Leisure Services Mgmt and Hotel, Restaurant and Tourism Management, 3.92
Chen Medical July 2012 - Present
Catania Investment Group LLC December 2011 - Present
UBS February 2011 - November 2011
Pershing LLC, affiliate of the Bank of New York Mellon January 2008 - February 2011
Merrill Corporation March 2007 - November 2007
Tiger Information Systems August 2005 - March 2007
Skills
Recruiting, Talent Acquisition, Management, Applicant Tracking..., Temporary Placement, Executive Search, Talent Management, Sourcing, Human Resources, Finance, Internet Recruiting, Executive Management, Personnel Management, Interviews, Onboarding, Employee Relations, Financial Services, College Recruiting, Contract Recruitment, Technical Recruiting, Employee Benefits, Permanent Placement, Benefits Negotiation, Hiring, Screening Resumes, Employee Training, Temporary Staffing, HRIS, Resume Writing, CRM, Staffing Services, SDLC, PeopleSoft, Training, Leadership
Education
East Stroudsburg University of Pennsylvania 2001 — 2005
Bachelor of Science, Recreation and Leisure Services Mgmt and Hotel, Restaurant and Tourism Management, 3.92
Christian Searcy Christian Searcy's UBS Experience 2014 - Present
Job First Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS 2014 - Present
UBS 2002 - 2013
UBS Financial Services June 2000 - January 2002
Education
Accredited Investment Fiduciary 2009 — 2010
AIF
Duke University - The Fuqua School of Business 2007 — 2009
MBA
Certified Financial Planner (TM) 2004 — 2006
CFP
University of Virginia 1998 — 2002
UBS 2014 - Present
UBS 2002 - 2013
UBS Financial Services June 2000 - January 2002
Education
Accredited Investment Fiduciary 2009 — 2010
AIF
Duke University - The Fuqua School of Business 2007 — 2009
MBA
Certified Financial Planner (TM) 2004 — 2006
CFP
University of Virginia 1998 — 2002
Kris Geswein's UBS Experience April 2002 - January 2003
Job Senior Compliance Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. January 2003 - Present
Sound Ignition 2009 - 2014
UBS April 2002 - January 2003
Skills
Compliance, Auditing, Surveillance, Marketing Approval, Due Diligence, Financial Risk, Management, Fraud, Commercial Banking, Series 24, Negotiation, Loans, AML, Risk Management, Accounts Receivable, Leadership, Sarbanes-Oxley Act, Finance, Mergers, Customer Service, Internal Controls, FINRA, Mergers & Acquisitions, Credit, Banking, Operational Risk..., Financial Services
Education
East Tennessee State University 1998 — 2001
Bachelors, Business Finance
University of Tennessee-Knoxville 1996 — 1998
Raymond James Financial Inc. January 2003 - Present
Sound Ignition 2009 - 2014
UBS April 2002 - January 2003
Skills
Compliance, Auditing, Surveillance, Marketing Approval, Due Diligence, Financial Risk, Management, Fraud, Commercial Banking, Series 24, Negotiation, Loans, AML, Risk Management, Accounts Receivable, Leadership, Sarbanes-Oxley Act, Finance, Mergers, Customer Service, Internal Controls, FINRA, Mergers & Acquisitions, Credit, Banking, Operational Risk..., Financial Services
Education
East Tennessee State University 1998 — 2001
Bachelors, Business Finance
University of Tennessee-Knoxville 1996 — 1998
Daniel Cordero, CAMS Daniel Cordero, CAMS's UBS Experience July 2013 - August 2014
Job Manager, Institutional Securities Group AML Compliance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
UBS July 2013 - August 2014
UBS August 2011 - July 2013
Bloomberg LP February 2011 - August 2011
Meaningful World May 2008 - January 2009
Skills
Analysis, Fixed Income, Equities, Data Analysis, Securities, Quality Assurance, Bloomberg, Risk Management, Sarbanes-Oxley Act, Reporting & Analysis, 1099 Preparation, Project Management, Tax Reporting, Cost Basis Reporting, Quality Center, PeopleSoft, AML, Surveillance, Bank Secrecy Act, CAMS, USA PATRIOT Act, OFAC, KYC, Financial Regulation, Hedge Funds, Series 7, Anti Money Laundering, Finance
Education
Duke University
Bachelor of Arts (B.A.), Political Science and Government
Duke University
Bachelor of Arts (B.A.), History
Morgan Stanley September 2014 - Present
UBS July 2013 - August 2014
UBS August 2011 - July 2013
Bloomberg LP February 2011 - August 2011
Meaningful World May 2008 - January 2009
Skills
Analysis, Fixed Income, Equities, Data Analysis, Securities, Quality Assurance, Bloomberg, Risk Management, Sarbanes-Oxley Act, Reporting & Analysis, 1099 Preparation, Project Management, Tax Reporting, Cost Basis Reporting, Quality Center, PeopleSoft, AML, Surveillance, Bank Secrecy Act, CAMS, USA PATRIOT Act, OFAC, KYC, Financial Regulation, Hedge Funds, Series 7, Anti Money Laundering, Finance
Education
Duke University
Bachelor of Arts (B.A.), Political Science and Government
Duke University
Bachelor of Arts (B.A.), History
Landon Leff Landon Leff's UBS Experience May 2011 - June 2011
Job Intern at Black Diamond Ventures
Industry Higher Education
Experience
Black Diamond Ventures April 2015 - Present
Drexel University April 2013 - September 2013
AquaOne Technologies July 2011 - September 2011
UBS May 2011 - June 2011
Skills
Curriculum Development, Data Analysis, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media
Education
Drexel University - College of Business and Administration 2011 — 2016
Black Diamond Ventures April 2015 - Present
Drexel University April 2013 - September 2013
AquaOne Technologies July 2011 - September 2011
UBS May 2011 - June 2011
Skills
Curriculum Development, Data Analysis, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media
Education
Drexel University - College of Business and Administration 2011 — 2016
Bob Tunstall Bob Tunstall's UBS Experience August 1988 - Present
Job Account VicePresident / CRPC Chartered Retiremnet Planning Counselor at UBS
Industry Financial Services
Experience
UBS August 1988 - Present
Education
East Carolina University 1969 — 1973
BSBA, Business Administration
South Granville High 1962 — 1964
UBS August 1988 - Present
Education
East Carolina University 1969 — 1973
BSBA, Business Administration
South Granville High 1962 — 1964
Catherine Guidera Catherine Guidera's UBS Experience August 2014 - Present
Job Vice President Financial Advisor at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
Wells Fargo Advisors 2012 - August 2014
Morgan Stanley February 2000 - February 2012
Morgan Stanley July 1995 - February 2000
Lehman Brothers February 1984 - July 1995
Skills
Series 7, Asset Allocation
Education
Fairleigh Dickinson University 1990 — 1993
MBA
Fairleigh Dickinson University 1980 — 1983
B.S.
Drexel University - College of Business and Administration 1978 — 1979
UBS August 2014 - Present
Wells Fargo Advisors 2012 - August 2014
Morgan Stanley February 2000 - February 2012
Morgan Stanley July 1995 - February 2000
Lehman Brothers February 1984 - July 1995
Skills
Series 7, Asset Allocation
Education
Fairleigh Dickinson University 1990 — 1993
MBA
Fairleigh Dickinson University 1980 — 1983
B.S.
Drexel University - College of Business and Administration 1978 — 1979
James Heaney James Heaney's UBS Experience July 2011 - May 2013
Job Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
UBS July 2011 - May 2013
JPMorgan 2004 - 2009
Skills
Portfolio Management, Financial Analysis, Series 7, Series 63, Series 55, Portfolio Trading, Asset Allocation, Hedge Funds
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Finance
Penn State University 2000 — 2004
BS, Finance
J.P. Morgan June 2013 - Present
UBS July 2011 - May 2013
JPMorgan 2004 - 2009
Skills
Portfolio Management, Financial Analysis, Series 7, Series 63, Series 55, Portfolio Trading, Asset Allocation, Hedge Funds
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Finance
Penn State University 2000 — 2004
BS, Finance
Cameron Crise Cameron Crise's UBS Experience August 1997 - July 2000
Job Global Macro Portfolio Manager | Strategist
Industry Investment Management
Experience
Graham Capital Management May 2010 - March 2014
Nylon Capital LLP April 2008 - January 2010
Fortis Investments August 2004 - February 2008
Gartmore December 2003 - July 2004
Lee Overlay Partners August 2000 - November 2003
UBS August 1997 - July 2000
SBC Warburg January 1996 - July 1997
SBC Warburg July 1993 - December 1995
Education
Duke University 1989 — 1993
A.B., Public Policy Studies and History
Graham Capital Management May 2010 - March 2014
Nylon Capital LLP April 2008 - January 2010
Fortis Investments August 2004 - February 2008
Gartmore December 2003 - July 2004
Lee Overlay Partners August 2000 - November 2003
UBS August 1997 - July 2000
SBC Warburg January 1996 - July 1997
SBC Warburg July 1993 - December 1995
Education
Duke University 1989 — 1993
A.B., Public Policy Studies and History
Marty Flanigan Marty Flanigan's UBS Experience July 1995 - May 1998
Job Chief Financial Officer at American Stock Transfer & Trust Co LLC
Industry Computer Software
Experience
American Stock Transfer & Trust Co LLC September 2012 - Present
Innovest Systems August 2011 - September 2012
Wealth Management Systems, Inc. (WMSI) 2005 - September 2012
Mellon HR Solutions August 2000 - August 2005
Ambac May 1998 - August 2000
UBS July 1995 - May 1998
Concord Financial Group July 1987 - July 1995
Alliance Capital Management 1986 - 1987
Skills
Accounting, Budgeting, Strategic Planning, Mergers, Risk Management, Business Strategy, Due Diligence, Integration, Start-ups, Financial Analysis, Private Equity, Asset Management, Financial Services, Investments, Mergers & Acquisitions, Cash Management, Mutual Funds, Securities, Finance, Wealth Management, Banking, Retirement Planning, Portfolio Management, Financial Modeling, Equities, Retirement, Hedge Funds, Strategic Financial..., Cash Flow, Executive Management, Investor Relations, Fixed Income, Budgets
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Corporate Finance
Duquesne University 1981 — 1985
BS, Accounting
St. John the Baptist
American Stock Transfer & Trust Co LLC September 2012 - Present
Innovest Systems August 2011 - September 2012
Wealth Management Systems, Inc. (WMSI) 2005 - September 2012
Mellon HR Solutions August 2000 - August 2005
Ambac May 1998 - August 2000
UBS July 1995 - May 1998
Concord Financial Group July 1987 - July 1995
Alliance Capital Management 1986 - 1987
Skills
Accounting, Budgeting, Strategic Planning, Mergers, Risk Management, Business Strategy, Due Diligence, Integration, Start-ups, Financial Analysis, Private Equity, Asset Management, Financial Services, Investments, Mergers & Acquisitions, Cash Management, Mutual Funds, Securities, Finance, Wealth Management, Banking, Retirement Planning, Portfolio Management, Financial Modeling, Equities, Retirement, Hedge Funds, Strategic Financial..., Cash Flow, Executive Management, Investor Relations, Fixed Income, Budgets
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Corporate Finance
Duquesne University 1981 — 1985
BS, Accounting
St. John the Baptist
Theo Kim Theo Kim's UBS Experience May 2011 - July 2011
Job Associate at Paine & Partners, LLC
Industry Investment Banking
Experience
Barclays August 2013 - July 2015
Barclays March 2013 - August 2013
Barclays Capital May 2012 - August 2012
UBS May 2011 - July 2011
PwC July 2010 - August 2010
Education
Duke University 2009 — 2012
Bachelor of Science (BSc)
Frankfurt International School 2007 — 2009
International Baccalaureate
Barclays August 2013 - July 2015
Barclays March 2013 - August 2013
Barclays Capital May 2012 - August 2012
UBS May 2011 - July 2011
PwC July 2010 - August 2010
Education
Duke University 2009 — 2012
Bachelor of Science (BSc)
Frankfurt International School 2007 — 2009
International Baccalaureate
Tomas Gimenez Tomas Gimenez's UBS Experience May 2014 - May 2014
Job Student at Duke University
Industry Financial Services
Experience
The Boston Consulting Group June 2015 - August 2015
The Boston Consulting Group August 2014 - August 2014
Google August 2014 - August 2014
Sponsors for Educational Opportunity May 2014 - August 2014
UBS May 2014 - May 2014
The Human Rights League June 2013 - August 2013
Skills
Human Rights
Education
Duke University 2012 — 2016
Bachelor of Science (BS), Economics
The Boston Consulting Group June 2015 - August 2015
The Boston Consulting Group August 2014 - August 2014
Google August 2014 - August 2014
Sponsors for Educational Opportunity May 2014 - August 2014
UBS May 2014 - May 2014
The Human Rights League June 2013 - August 2013
Skills
Human Rights
Education
Duke University 2012 — 2016
Bachelor of Science (BS), Economics
Charlie Nucci Charlie Nucci's UBS Experience June 2012 - August 2012
Job Publisher Development at Virool
Industry Internet
Experience
Virool June 2015 - Present
Change A Child's World August 2009 - May 2015
Morgan Stanley June 2014 - August 2014
Weissman Equities June 2013 - August 2013
UBS June 2012 - August 2012
Skills
Sales, Microsoft Office, Data Analysis, Public Speaking, Microsoft Excel, Economics, Analysis, Middle East Politics, Foreign Policy, Conflict Analysis, Entrepreneurship
Education
Duke University 2011 — 2015
BA, Public Policy Studies, Economics
Danish Institute for Study Abroad 2013 — 2013
Study Abroad Fall 2013, European Politics
The Lawrenceville School 2008 — 2011
Virool June 2015 - Present
Change A Child's World August 2009 - May 2015
Morgan Stanley June 2014 - August 2014
Weissman Equities June 2013 - August 2013
UBS June 2012 - August 2012
Skills
Sales, Microsoft Office, Data Analysis, Public Speaking, Microsoft Excel, Economics, Analysis, Middle East Politics, Foreign Policy, Conflict Analysis, Entrepreneurship
Education
Duke University 2011 — 2015
BA, Public Policy Studies, Economics
Danish Institute for Study Abroad 2013 — 2013
Study Abroad Fall 2013, European Politics
The Lawrenceville School 2008 — 2011
Matthew Forester Matthew Forester's UBS Experience May 2011 - August 2011
Job Associate, Venture Investments and Acquisitions at Cisco
Industry Venture Capital & Private Equity
Experience
Cisco May 2015 - Present
Cisco February 2014 - May 2015
Cisco August 2013 - February 2014
Cisco Systems August 2012 - August 2013
UBS May 2011 - August 2011
Duke Visual Cognition Lab August 2010 - May 2011
Skills
Data Analysis, Financial Modeling, Finance, Microsoft Office, PowerPoint, Microsoft Excel, Financial Analysis, Corporate Finance, Valuation, Microsoft Word, Due Diligence, Analysis, Mergers & Acquisitions
Education
Duke University 2008 — 2012
Bachelor of Science (BS), Economics
Cisco May 2015 - Present
Cisco February 2014 - May 2015
Cisco August 2013 - February 2014
Cisco Systems August 2012 - August 2013
UBS May 2011 - August 2011
Duke Visual Cognition Lab August 2010 - May 2011
Skills
Data Analysis, Financial Modeling, Finance, Microsoft Office, PowerPoint, Microsoft Excel, Financial Analysis, Corporate Finance, Valuation, Microsoft Word, Due Diligence, Analysis, Mergers & Acquisitions
Education
Duke University 2008 — 2012
Bachelor of Science (BS), Economics
Jordan Mahaffey, CFA, CAIA Jordan Mahaffey, CFA, CAIA's UBS Experience June 2015 - Present
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
J.P. Morgan July 2012 - June 2015
Merrill Lynch July 2007 - July 2012
Education
Duke Fuqua School of Business
Master of Business Administration (M.B.A.), Finance
Duke University
Bachelor of Science, Economics
United States Military Academy at West Point
Computer Science
UBS June 2015 - Present
J.P. Morgan July 2012 - June 2015
Merrill Lynch July 2007 - July 2012
Education
Duke Fuqua School of Business
Master of Business Administration (M.B.A.), Finance
Duke University
Bachelor of Science, Economics
United States Military Academy at West Point
Computer Science
Abegayle Neri Abegayle Neri's UBS Experience March 2014 - August 2014
Job Digital Planning Assistant at MediaCom
Industry Marketing and Advertising
Experience
MediaCom April 2015 - Present
UBS March 2014 - August 2014
Angela Mortimer Group August 2013 - March 2014
The East Carolinian July 2012 - December 2012
Penguin Group USA June 2011 - August 2011
Skills
Corporate Communications, Social Media Marketing, Event Marketing, Project Management, Public Relations, Marketing, Event Planning, Photoshop, Microsoft Office, Digital Photography, InDesign, Public Speaking, PowerPoint, Editing, Facebook
Education
East Carolina University 2008 — 2012
Bachelor of Science in Business Administration, Marketing
St. Mary's University, Twickenham London 2013 — 2014
Post graduate certificate, International Business
MediaCom April 2015 - Present
UBS March 2014 - August 2014
Angela Mortimer Group August 2013 - March 2014
The East Carolinian July 2012 - December 2012
Penguin Group USA June 2011 - August 2011
Skills
Corporate Communications, Social Media Marketing, Event Marketing, Project Management, Public Relations, Marketing, Event Planning, Photoshop, Microsoft Office, Digital Photography, InDesign, Public Speaking, PowerPoint, Editing, Facebook
Education
East Carolina University 2008 — 2012
Bachelor of Science in Business Administration, Marketing
St. Mary's University, Twickenham London 2013 — 2014
Post graduate certificate, International Business
David F. Paduch, CFP® David F. Paduch, CFP®'s UBS Experience April 2004 - Present
Job Senior Portfolio Manager, First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS April 2004 - Present
Merrill Lynch February 1998 - April 2004
Skills
Asset Management, Estate Planning, Estate Tax Planning, Finance, Financial Analysis, IRAs, Investments, Portfolio Management, Wealth, Wealth Management
Education
East Tennessee State University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
University High 1987 — 1991
UBS April 2004 - Present
Merrill Lynch February 1998 - April 2004
Skills
Asset Management, Estate Planning, Estate Tax Planning, Finance, Financial Analysis, IRAs, Investments, Portfolio Management, Wealth, Wealth Management
Education
East Tennessee State University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
University High 1987 — 1991
Joshua Silvers, Sr. Joshua Silvers, Sr.'s UBS Experience March 2015 - Present
Job Authorized Officer (Manager)
Industry Financial Services
Experience
UBS March 2015 - Present
UBS November 2013 - March 2015
UBS March 2009 - November 2013
UBS April 2008 - March 2009
Skills
Management, Project Management, Microsoft Excel, Multi-task & Handle..., Organizational..., Customer Service, Banking, Business Analysis, Equities, Financial Services, Risk Management, Finance, Mutual Funds, Microsoft Office, Leadership, Investments
Education
East Tennessee State University 2001 — 2003
Human Resources Management and Services
UBS March 2015 - Present
UBS November 2013 - March 2015
UBS March 2009 - November 2013
UBS April 2008 - March 2009
Skills
Management, Project Management, Microsoft Excel, Multi-task & Handle..., Organizational..., Customer Service, Banking, Business Analysis, Equities, Financial Services, Risk Management, Finance, Mutual Funds, Microsoft Office, Leadership, Investments
Education
East Tennessee State University 2001 — 2003
Human Resources Management and Services
Dustin Pizzo Dustin Pizzo's UBS Experience May 2009 - March 2011
Job Senior Analyst at Waterfront Capital Partners
Industry Investment Management
Experience
Waterfront Capital Partners March 2011 - Present
UBS May 2009 - March 2011
Banc of America Securities June 2003 - March 2009
Skills
REIT, Hedge Funds, Valuation, Equity Research, Real Estate, Market Analysis, Trading, Financial Markets, Securities, Equity Valuation, Equities, Financial Modeling, Investments, Bloomberg, Capital Markets, Portfolio Management, Investment Management, Alternative Investments, Mutual Funds, Financial Statement..., Finance, Investment Strategies, Asset Management, Corporate Finance, DCF, Financial Analysis, Analysis, Economics, Equity Capital Markets, Investment Banking, Real Estate Economics
Education
Duke University 1999 — 2003
B.A., Economics
Greenwich High School
Waterfront Capital Partners March 2011 - Present
UBS May 2009 - March 2011
Banc of America Securities June 2003 - March 2009
Skills
REIT, Hedge Funds, Valuation, Equity Research, Real Estate, Market Analysis, Trading, Financial Markets, Securities, Equity Valuation, Equities, Financial Modeling, Investments, Bloomberg, Capital Markets, Portfolio Management, Investment Management, Alternative Investments, Mutual Funds, Financial Statement..., Finance, Investment Strategies, Asset Management, Corporate Finance, DCF, Financial Analysis, Analysis, Economics, Equity Capital Markets, Investment Banking, Real Estate Economics
Education
Duke University 1999 — 2003
B.A., Economics
Greenwich High School
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
Joseph Bonutto Joseph Bonutto's UBS Experience July 2014 - Present
Job Student at Duke University
Industry Banking
Experience
UBS July 2014 - Present
Campus Enterprises August 2012 - Present
Skills
Financial Analysis, Financial Modeling
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics
London School of Economics and Political Science 2012 — 2012
Macroeconomics
UBS July 2014 - Present
Campus Enterprises August 2012 - Present
Skills
Financial Analysis, Financial Modeling
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Economics
London School of Economics and Political Science 2012 — 2012
Macroeconomics
Siyang (Steve) Wang's UBS Experience August 2015 - September 2015
Job Computer Science and Financial Economics student in Duke
Industry Financial Services
Experience
UBS August 2015 - September 2015
BlackRock 2015 - 2015
Unravel Data July 2014 - August 2014
NiuLab (Network Integratin for Ubiquitous Linkage and Broadband), Tsinghua University June 2014 - June 2014
New Oriental Education & Technology Group (NYSE:EDU) July 2013 - August 2013
Matheverywhere Project, Duke Math Department May 2013 - June 2013
Baidu, Inc. December 2012 - December 2012
Skills
Java, Python, Data Analysis, Public Speaking, Microsoft Excel, Microsoft Office, Teaching, Statistics, PowerPoint, Editing, Microsoft Word, Research, Matlab, Financial Modeling, Equity Trading, BlackRock Aladdin
Education
Duke University 2012 — 2016
Bachelor's degree, B.S. Computer Science, Minor in Electrical and Computer Engineering and Statistics
Dwight School 2009 — 2012
High School Diploma, Advanced Placement, Liberal Arts and Sciences/Liberal Studies
High School Attached to CNU 2009 — 2012
Liberal Arts and Sciences/Liberal Studies, GPA 4.0/4.0
UBS August 2015 - September 2015
BlackRock 2015 - 2015
Unravel Data July 2014 - August 2014
NiuLab (Network Integratin for Ubiquitous Linkage and Broadband), Tsinghua University June 2014 - June 2014
New Oriental Education & Technology Group (NYSE:EDU) July 2013 - August 2013
Matheverywhere Project, Duke Math Department May 2013 - June 2013
Baidu, Inc. December 2012 - December 2012
Skills
Java, Python, Data Analysis, Public Speaking, Microsoft Excel, Microsoft Office, Teaching, Statistics, PowerPoint, Editing, Microsoft Word, Research, Matlab, Financial Modeling, Equity Trading, BlackRock Aladdin
Education
Duke University 2012 — 2016
Bachelor's degree, B.S. Computer Science, Minor in Electrical and Computer Engineering and Statistics
Dwight School 2009 — 2012
High School Diploma, Advanced Placement, Liberal Arts and Sciences/Liberal Studies
High School Attached to CNU 2009 — 2012
Liberal Arts and Sciences/Liberal Studies, GPA 4.0/4.0
William Gonzalez William Gonzalez's UBS Experience 2010 - 2011
Job Private Equity Professional
Industry Venture Capital & Private Equity
Experience
Audax Group 2015 - Present
Sterling Partners 2012 - 2015
UBS 2010 - 2011
New MainStream Capital 2009 - 2010
Goldman Sachs & Co. 2003 - 2009
Cogit.com 1999 - 2000
Ernst & Young 1997 - 1999
Skills
Private Equity, Healthcare, Venture Capital, Leveraged Finance, Investment Banking, Mergers & Acquisitions, Business Strategy, Strategy, Start-ups
Education
Harvard Business School
MBA
Harvard Law School
JD
Duke University
BS
Gilman School
Audax Group 2015 - Present
Sterling Partners 2012 - 2015
UBS 2010 - 2011
New MainStream Capital 2009 - 2010
Goldman Sachs & Co. 2003 - 2009
Cogit.com 1999 - 2000
Ernst & Young 1997 - 1999
Skills
Private Equity, Healthcare, Venture Capital, Leveraged Finance, Investment Banking, Mergers & Acquisitions, Business Strategy, Strategy, Start-ups
Education
Harvard Business School
MBA
Harvard Law School
JD
Duke University
BS
Gilman School
Peter A Levinson's UBS Experience March 1998 - February 2008
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2008 - Present
UBS March 1998 - February 2008
Education
University of South Carolina School of Law 1977 — 1980
J.D., Law
Duke University 1973 — 1977
A.B., Management Science
Merrill Lynch February 2008 - Present
UBS March 1998 - February 2008
Education
University of South Carolina School of Law 1977 — 1980
J.D., Law
Duke University 1973 — 1977
A.B., Management Science
Beth Bafford Beth Bafford's UBS Experience July 2006 - March 2008
Job Director, Investments at Calvert Foundation
Industry Financial Services
Experience
Calvert Foundation January 2015 - Present
Calvert Foundation January 2014 - December 2014
McKinsey & Company June 2012 - January 2014
Fuqua School of Business August 2010 - May 2012
McKinsey & Company June 2011 - August 2011
Office of Management and Budget February 2009 - July 2010
Obama for America January 2008 - December 2008
UBS July 2006 - March 2008
Skills
Social Entrepreneurship, Public Policy, Policy Analysis, Non-profits, Data Analysis, Strategic Planning, Business Strategy, Management Consulting, Research, Economics, Leadership, Analysis, Staff Management, Grassroots Organizing, Management, Strategy, Policy, Nonprofits
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA), Social Entrepreneurship
Duke University 2002 — 2006
AB, Public Policy
Key School 1999 — 2002
High School Diploma
Calvert Foundation January 2015 - Present
Calvert Foundation January 2014 - December 2014
McKinsey & Company June 2012 - January 2014
Fuqua School of Business August 2010 - May 2012
McKinsey & Company June 2011 - August 2011
Office of Management and Budget February 2009 - July 2010
Obama for America January 2008 - December 2008
UBS July 2006 - March 2008
Skills
Social Entrepreneurship, Public Policy, Policy Analysis, Non-profits, Data Analysis, Strategic Planning, Business Strategy, Management Consulting, Research, Economics, Leadership, Analysis, Staff Management, Grassroots Organizing, Management, Strategy, Policy, Nonprofits
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA), Social Entrepreneurship
Duke University 2002 — 2006
AB, Public Policy
Key School 1999 — 2002
High School Diploma
Conner Sock Conner Sock's UBS Experience 2011 - 2011
Job Product Consultant at Syncfusion
Industry Computer Software
Experience
Syncfusion February 2013 - Present
UBS 2011 - 2011
Skills
Finance, Access, Microsoft Excel, Strategic Planning, Business Analysis, Strategic Financial..., Wealth Management, Financial Analysis, Loans, Retirement Planning, Financial Modeling, Asset Allocation, SaaS
Education
East Carolina University 2008 — 2012
Bachelor of Science (BS), Finance and Financial Management Services
Syncfusion February 2013 - Present
UBS 2011 - 2011
Skills
Finance, Access, Microsoft Excel, Strategic Planning, Business Analysis, Strategic Financial..., Wealth Management, Financial Analysis, Loans, Retirement Planning, Financial Modeling, Asset Allocation, SaaS
Education
East Carolina University 2008 — 2012
Bachelor of Science (BS), Finance and Financial Management Services
Jonathan Walker's UBS Experience 2001 - 2003
Job Chief Financial Officer at MedExpress
Industry Hospital & Health Care
Experience
MedExpress March 2014 - Present
MedExpress April 2013 - March 2014
American Securities July 2007 - March 2013
American Securities July 2003 - June 2005
UBS 2001 - 2003
Skills
Mergers & Acquisitions, Private Equity, Corporate Development, Due Diligence, Venture Capital, LBO, M&A experience, Strategic Initiatives, Project Sponsorship, Professional Mentoring, Organizational...
Education
Harvard Business School 2005 — 2007
MBA
Duke University 1997 — 2001
BS
MedExpress March 2014 - Present
MedExpress April 2013 - March 2014
American Securities July 2007 - March 2013
American Securities July 2003 - June 2005
UBS 2001 - 2003
Skills
Mergers & Acquisitions, Private Equity, Corporate Development, Due Diligence, Venture Capital, LBO, M&A experience, Strategic Initiatives, Project Sponsorship, Professional Mentoring, Organizational...
Education
Harvard Business School 2005 — 2007
MBA
Duke University 1997 — 2001
BS
Jesse Vickey Jesse Vickey's UBS Experience 1997 - 1999
Job Cofounder of Cap & Compass and Dinner Elf
Industry Higher Education
Experience
Dinner Elf January 2014 - Present
Home November 2004 - Present
Cap & Compass 2001 - Present
Rabobank 1999 - 2001
UBS 1997 - 1999
J.P. Morgan May 1996 - August 1996
Skills
Program Management, Sales, Mobile Applications, Marketing Strategy, Social Media Marketing, Social Media, Teaching, Marketing, Advertising, Email Marketing, New Business Development, Strategic Planning
Education
Duke University 1993 — 1997
Bachelor of Arts (B.A.), Economics and Public Policy Studies
University of Sussex 1995 — 1996
Study abroad
Dinner Elf January 2014 - Present
Home November 2004 - Present
Cap & Compass 2001 - Present
Rabobank 1999 - 2001
UBS 1997 - 1999
J.P. Morgan May 1996 - August 1996
Skills
Program Management, Sales, Mobile Applications, Marketing Strategy, Social Media Marketing, Social Media, Teaching, Marketing, Advertising, Email Marketing, New Business Development, Strategic Planning
Education
Duke University 1993 — 1997
Bachelor of Arts (B.A.), Economics and Public Policy Studies
University of Sussex 1995 — 1996
Study abroad
Adam Sommer's UBS Experience June 2012 - August 2012
Job Software Engineer II at Appian Corporation
Industry Computer Software
Experience
Appian Corporation August 2015 - Present
Appian Corporation August 2014 - August 2015
WePay May 2013 - August 2013
Artsicle June 2012 - August 2012
UBS June 2012 - August 2012
Duke University Graduate School September 2010 - May 2012
Delta Sigma Phi Fraternity February 2011 - April 2012
Vector Marketing May 2011 - September 2011
Camp Ramaquois June 2009 - August 2011
MD Tennis June 2010 - August 2010
Skills
HTML, PHP, MySQL, Java, C, CSS, Ruby on Rails, Python, Web Design, MIPS, Microsoft Office, Marketing, Social Media, Data Analysis, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Team Leadership, Research, Spanish, English
Education
Duke University 2010 — 2014
Bachelor of Arts (B.A.), Computer Science and Public Policy Studies
Tenafly High School 2006 — 2010
Appian Corporation August 2015 - Present
Appian Corporation August 2014 - August 2015
WePay May 2013 - August 2013
Artsicle June 2012 - August 2012
UBS June 2012 - August 2012
Duke University Graduate School September 2010 - May 2012
Delta Sigma Phi Fraternity February 2011 - April 2012
Vector Marketing May 2011 - September 2011
Camp Ramaquois June 2009 - August 2011
MD Tennis June 2010 - August 2010
Skills
HTML, PHP, MySQL, Java, C, CSS, Ruby on Rails, Python, Web Design, MIPS, Microsoft Office, Marketing, Social Media, Data Analysis, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Team Leadership, Research, Spanish, English
Education
Duke University 2010 — 2014
Bachelor of Arts (B.A.), Computer Science and Public Policy Studies
Tenafly High School 2006 — 2010
Akrati Agarwal Akrati Agarwal's UBS Experience July 2015 - Present
Job Associate at UBS
Industry Financial Services
Experience
UBS July 2015 - Present
UBS June 2014 - August 2014
Capgemini October 2012 - July 2013
Capgemini September 2010 - September 2012
JP Morgan June 2009 - August 2009
ING July 2008 - November 2008
Morgan Stanley June 2007 - August 2007
Skills
Financial Modeling, Portfolio Management, Investments, PMO, Financial Services, Hedge Funds, Finance, Mutual Funds, Valuation, Project Management
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Tufts University 2006 — 2010
BA, Economics, Cum Laude
UBS July 2015 - Present
UBS June 2014 - August 2014
Capgemini October 2012 - July 2013
Capgemini September 2010 - September 2012
JP Morgan June 2009 - August 2009
ING July 2008 - November 2008
Morgan Stanley June 2007 - August 2007
Skills
Financial Modeling, Portfolio Management, Investments, PMO, Financial Services, Hedge Funds, Finance, Mutual Funds, Valuation, Project Management
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Tufts University 2006 — 2010
BA, Economics, Cum Laude
Kelly Davy's UBS Experience May 2010 - August 2010
Job Assistant Event Coordinator at Port City Event Planners
Industry Hospitality
Experience
Port City Event Planners August 2013 - Present
Just Perfect! Home Staging + More February 2014 - December 2014
UBS May 2010 - August 2010
Skills
ServSafe, Guest Service Management, Guest Service Gold..., Microsoft Office, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Social Networking, Public Speaking, Event Planning, Event Management, Corporate Events, Customer Service, Customer Relations, Social Media, Social Media Marketing
Education
East Carolina University 2008 — 2014
Hospitality Management, Special Events and Conventions
Cape Fear Academy 2005 — 2008
Port City Event Planners August 2013 - Present
Just Perfect! Home Staging + More February 2014 - December 2014
UBS May 2010 - August 2010
Skills
ServSafe, Guest Service Management, Guest Service Gold..., Microsoft Office, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Social Networking, Public Speaking, Event Planning, Event Management, Corporate Events, Customer Service, Customer Relations, Social Media, Social Media Marketing
Education
East Carolina University 2008 — 2014
Hospitality Management, Special Events and Conventions
Cape Fear Academy 2005 — 2008
Michael A. Ortega's UBS Experience June 2007 - August 2007
Job DNB Bank, Assistant Vice President Healthcare
Industry Financial Services
Experience
DNB June 2015 - Present
Standard & Poor's January 2015 - May 2015
Standard & Poor's July 2011 - December 2014
Standard & Poor's July 2010 - June 2011
Edward Jones August 2008 - December 2008
UBS June 2007 - August 2007
UBS July 2006 - August 2006
Merrill Lynch May 2006 - June 2006
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Securities, Investments, Risk Management, Credit Analysis, Analysis, Credit, Asset Allocation, Finance, Equities, Fixed Income, Microsoft Office
Education
Duquesne University 2004 — 2008
Bachelor of Science, Business Administration; Finance and Investment Management
Investment Banking Institute 2010 — 2010
Colegio Rosa-Bell 2000 — 2004
DNB June 2015 - Present
Standard & Poor's January 2015 - May 2015
Standard & Poor's July 2011 - December 2014
Standard & Poor's July 2010 - June 2011
Edward Jones August 2008 - December 2008
UBS June 2007 - August 2007
UBS July 2006 - August 2006
Merrill Lynch May 2006 - June 2006
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Securities, Investments, Risk Management, Credit Analysis, Analysis, Credit, Asset Allocation, Finance, Equities, Fixed Income, Microsoft Office
Education
Duquesne University 2004 — 2008
Bachelor of Science, Business Administration; Finance and Investment Management
Investment Banking Institute 2010 — 2010
Colegio Rosa-Bell 2000 — 2004
Rohin Lal Rohin Lal's UBS Experience 2006 - 2006
Job Director Change Capital
Industry Financial Services
Experience
Change Capital March 2014 - Present
Seven Spices April 2013 - Present
Cardone Industries September 2008 - March 2014
Moran Group 2006 - 2008
UBS 2006 - 2006
Education
ACG University (Association for Corporate Growth) 2011 — 2011
Professional Development Program, M&A Deal Process
Earlham College
Oral Roberts University
Master of Business Administration (MBA), Finance
Oral Roberts University
Bachelor of Business Administration (B.B.A.)
The Lawrence School Sanawar
Woodstock School, Mussoorie, India
Change Capital March 2014 - Present
Seven Spices April 2013 - Present
Cardone Industries September 2008 - March 2014
Moran Group 2006 - 2008
UBS 2006 - 2006
Education
ACG University (Association for Corporate Growth) 2011 — 2011
Professional Development Program, M&A Deal Process
Earlham College
Oral Roberts University
Master of Business Administration (MBA), Finance
Oral Roberts University
Bachelor of Business Administration (B.B.A.)
The Lawrence School Sanawar
Woodstock School, Mussoorie, India
Michael Belden Michael Belden's UBS Experience January 2012 - April 2012
Job Credit Risk Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Credit Suisse December 2013 - June 2015
The Nelson Group June 2012 - July 2012
UBS January 2012 - April 2012
Quintiles Transnational May 2011 - August 2011
Burn Unit Records, Inc. June 2006 - June 2010
Skills
Investments, Stocks, Mutual Funds, Bloomberg, Equities, Bloomberg Terminal
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Management Studies, Business
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelors of Science, Finance, Accounting
East chapel hill
Credit Suisse June 2015 - Present
Credit Suisse December 2013 - June 2015
The Nelson Group June 2012 - July 2012
UBS January 2012 - April 2012
Quintiles Transnational May 2011 - August 2011
Burn Unit Records, Inc. June 2006 - June 2010
Skills
Investments, Stocks, Mutual Funds, Bloomberg, Equities, Bloomberg Terminal
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Management Studies, Business
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelors of Science, Finance, Accounting
East chapel hill
Marek Lapinski Marek Lapinski's UBS Experience May 2009 - May 2011
Job VP, Finance and Business Strategy at T3D
Industry Defense & Space
Experience
Tactical 3rd Dimension Systems, Inc. September 2011 - Present
UBS May 2009 - May 2011
Kuwait June 2010 - July 2010
Morgan Stanley Smith Barney May 2008 - May 2009
Skills
Private Equity, Corporate Finance, Business Strategy, Managerial Finance, Financial Analysis, Market Analysis, Investment Management, Valuation, Entrepreneurship, Entrepreneurial Finance, Asset Allocation, International Business..., Risk Management, Leadership, Investor Relations, Financial Statements, Capital Markets, Hedge Funds, Finance, Investment Strategies
Education
Duquesne University
B.S. in Business Administration, Double Major: Finance and Investment Management
North Allegheny Senior High
Tactical 3rd Dimension Systems, Inc. September 2011 - Present
UBS May 2009 - May 2011
Kuwait June 2010 - July 2010
Morgan Stanley Smith Barney May 2008 - May 2009
Skills
Private Equity, Corporate Finance, Business Strategy, Managerial Finance, Financial Analysis, Market Analysis, Investment Management, Valuation, Entrepreneurship, Entrepreneurial Finance, Asset Allocation, International Business..., Risk Management, Leadership, Investor Relations, Financial Statements, Capital Markets, Hedge Funds, Finance, Investment Strategies
Education
Duquesne University
B.S. in Business Administration, Double Major: Finance and Investment Management
North Allegheny Senior High
Neil Advani's UBS Experience April 2011 - July 2012
Job Senior Account Manager
Industry Information Technology and Services
Experience
Infusion August 2013 - Present
UBS April 2011 - July 2012
Barclays Capital September 2008 - July 2009
Lehman Brothers August 2005 - September 2008
Infusion March 2002 - August 2005
Skills
Sales, Account Management, Pre-sales, Business Development, Business Strategy, Options, Index Options, Excel models, Equity Derivatives, Derivatives, Volatility, Equity Capital Markets, Investments, Financial Modeling, Equities, Investment Banking, Structured Products, Fixed Income, Java, C++, Ice Hockey, Management, Digital Strategy
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Investment & Corporate Finance
Rochester Institute of Technology 1997 — 2002
BS, Computer Science
The Chinese University of Hong Kong 2010 — 2011
International Finance
Infusion August 2013 - Present
UBS April 2011 - July 2012
Barclays Capital September 2008 - July 2009
Lehman Brothers August 2005 - September 2008
Infusion March 2002 - August 2005
Skills
Sales, Account Management, Pre-sales, Business Development, Business Strategy, Options, Index Options, Excel models, Equity Derivatives, Derivatives, Volatility, Equity Capital Markets, Investments, Financial Modeling, Equities, Investment Banking, Structured Products, Fixed Income, Java, C++, Ice Hockey, Management, Digital Strategy
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Investment & Corporate Finance
Rochester Institute of Technology 1997 — 2002
BS, Computer Science
The Chinese University of Hong Kong 2010 — 2011
International Finance
Jack Greenberg, CFP® Jack Greenberg, CFP®'s UBS Experience June 2013 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS June 2013 - Present
Morgan Stanley June 2011 - June 2013
State College Spikes Baseball April 2010 - August 2010
Education
Penn State University
BA, Political Science, History
Duquesne University
Executive Certificate in Financial Planning
University of Rhode Island
UBS June 2013 - Present
Morgan Stanley June 2011 - June 2013
State College Spikes Baseball April 2010 - August 2010
Education
Penn State University
BA, Political Science, History
Duquesne University
Executive Certificate in Financial Planning
University of Rhode Island
Caitlin Tarantino Caitlin Tarantino's UBS Experience May 2008 - January 2009
Job Quality Assurance and Software Tester at Bottle Rocket
Industry Internet
Experience
Bottle Rocket January 2015 - Present
Branding Brand August 2011 - January 2015
Acuta Digital January 2011 - May 2011
WPXI-TV May 2010 - January 2011
UBS May 2008 - January 2009
Skills
Adobe Photoshop, Microsoft Office, Web Development, Photoshop, Facebook, Email Marketing
Education
Duquesne University 2007 — 2011
BA, Integrated Marketing Communication; Spanish
Dikemes, College Year in Athens 2009 — 2009
Bottle Rocket January 2015 - Present
Branding Brand August 2011 - January 2015
Acuta Digital January 2011 - May 2011
WPXI-TV May 2010 - January 2011
UBS May 2008 - January 2009
Skills
Adobe Photoshop, Microsoft Office, Web Development, Photoshop, Facebook, Email Marketing
Education
Duquesne University 2007 — 2011
BA, Integrated Marketing Communication; Spanish
Dikemes, College Year in Athens 2009 — 2009
Neil Rongaus's UBS Experience January 2003 - September 2012
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
UBS Financial Services January 2003 - September 2012
UBS January 2003 - September 2012
Skills
Relationship Management, New Business Development, Estate Planning, Insurance, Wealth Management..., Investments, Asset Management, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management
Education
Duquesne University 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance
TIAA-CREF September 2012 - Present
UBS Financial Services January 2003 - September 2012
UBS January 2003 - September 2012
Skills
Relationship Management, New Business Development, Estate Planning, Insurance, Wealth Management..., Investments, Asset Management, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management
Education
Duquesne University 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance
Nicholas Balmer, CFP®'s UBS Experience August 2011 - January 2012
Job Financial Professional
Industry Financial Services
Experience
Scottrade August 2014 - Present
AXA Advisors February 2012 - March 2014
UBS August 2011 - January 2012
Hope Industrial Systems, Inc. May 2011 - July 2011
Skills
Microsoft Office, Finance, Microsoft Excel, Investments, Financial Analysis, Financial Planning, Microsoft Word, Financial Advisory, Leadership, Financial Modeling
Education
CFA Institute
2015 Level I Candidate in the CFA Program
Duke University
CFP ®, Certified Financial Planner
Elon University - Martha and Spencer Love School of Business
Bachelor of Science Business Administration, Finance
Scottrade August 2014 - Present
AXA Advisors February 2012 - March 2014
UBS August 2011 - January 2012
Hope Industrial Systems, Inc. May 2011 - July 2011
Skills
Microsoft Office, Finance, Microsoft Excel, Investments, Financial Analysis, Financial Planning, Microsoft Word, Financial Advisory, Leadership, Financial Modeling
Education
CFA Institute
2015 Level I Candidate in the CFA Program
Duke University
CFP ®, Certified Financial Planner
Elon University - Martha and Spencer Love School of Business
Bachelor of Science Business Administration, Finance
Carlos A Rodriguez's UBS Experience March 2009 - Present
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS March 2009 - Present
Merrill Lynch June 2006 - March 2009
UBS Wealth Management August 2004 - June 2006
PaineWebber March 2002 - August 2004
Bank of America November 1998 - March 2002
Army National Guard January 1996 - January 2002
Skills
Risk Management, Portfolio Management, Asset Management, Equities, Finance, Financial Analysis, Asset Allocation, Financial Services, Investments, Leadership, Mutual Funds, New Business Development, Securities, Series 63, Series 7, Strategic Planning, Wealth Management
Education
Durham University 2014 — 2016
Executive MBA program
UNLV 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
UBS March 2009 - Present
Merrill Lynch June 2006 - March 2009
UBS Wealth Management August 2004 - June 2006
PaineWebber March 2002 - August 2004
Bank of America November 1998 - March 2002
Army National Guard January 1996 - January 2002
Skills
Risk Management, Portfolio Management, Asset Management, Equities, Finance, Financial Analysis, Asset Allocation, Financial Services, Investments, Leadership, Mutual Funds, New Business Development, Securities, Series 63, Series 7, Strategic Planning, Wealth Management
Education
Durham University 2014 — 2016
Executive MBA program
UNLV 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Kaitlin Murphy Kaitlin Murphy's UBS Experience February 2013 - September 2013
Job Corporate Accountant at CHANEL
Industry Accounting
Experience
CHANEL August 2013 - Present
UBS February 2013 - September 2013
Joe Pecheles Automotive March 2012 - December 2012
East Carolina University September 2011 - December 2012
Chili's March 2008 - January 2012
Skills
Microsoft Office, Reynolds & Reynolds, QuickBooks, Journal Entries, Matching, Bank Reconciliation, Customer Service, Organization &..., Financial Statements, Time Management
Education
East Carolina University - College of Business
Bachelor of Science, Business Administration, Accounting
CHANEL August 2013 - Present
UBS February 2013 - September 2013
Joe Pecheles Automotive March 2012 - December 2012
East Carolina University September 2011 - December 2012
Chili's March 2008 - January 2012
Skills
Microsoft Office, Reynolds & Reynolds, QuickBooks, Journal Entries, Matching, Bank Reconciliation, Customer Service, Organization &..., Financial Statements, Time Management
Education
East Carolina University - College of Business
Bachelor of Science, Business Administration, Accounting
Stephen Fung's UBS Experience June 2010 - August 2010
Job Management Consultant at Infosys
Industry Management Consulting
Experience
Infosys March 2014 - Present
Infosys November 2012 - March 2014
Virtusa Corporation June 2011 - November 2012
UBS June 2010 - August 2010
Skills
Change Management, Process Improvement, Project Management, Visio, Credit Derivatives, Microsoft Excel, SWOT analysis, DCF Valuation, Access, Gap Analysis, Current State Assessment, UAT coordination, System Testing, Valuation, Risk Management, Finance, Business Analysis, Financial Modeling, Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Bachelor of Science, Finance, Accounting
East China Normal University 2009 — 2009
High Technology High School 2003 — 2007
High School Diploma, Engineering
Infosys March 2014 - Present
Infosys November 2012 - March 2014
Virtusa Corporation June 2011 - November 2012
UBS June 2010 - August 2010
Skills
Change Management, Process Improvement, Project Management, Visio, Credit Derivatives, Microsoft Excel, SWOT analysis, DCF Valuation, Access, Gap Analysis, Current State Assessment, UAT coordination, System Testing, Valuation, Risk Management, Finance, Business Analysis, Financial Modeling, Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Bachelor of Science, Finance, Accounting
East China Normal University 2009 — 2009
High Technology High School 2003 — 2007
High School Diploma, Engineering
Caroline Sim's UBS Experience March 2015 - Present
Job Recruitment Sourcing Specialist at UBS
Industry Financial Services
Experience
UBS March 2015 - Present
Randstad USA (Formerly Accountants International) January 2013 - February 2015
Accountants International January 2011 - December 2013
Accountants International July 2010 - January 2011
Adecco May 2009 - August 2009
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Temporary Staffing, Contract Recruitment, Sourcing, Staffing Services, Resume Writing, Temporary Placement, Screening Resumes, Internet Recruiting, Screening, Talent Management, Cold Calling, Recruitment Advertising, Background Checks, Permanent Placement, Human Resources, Interviews, Technical Recruiting, College Recruiting
Education
State University of New York at New Paltz
Bachelor of Science, Dual Major: International Business & Management
Dutchess Community College
UBS March 2015 - Present
Randstad USA (Formerly Accountants International) January 2013 - February 2015
Accountants International January 2011 - December 2013
Accountants International July 2010 - January 2011
Adecco May 2009 - August 2009
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Temporary Staffing, Contract Recruitment, Sourcing, Staffing Services, Resume Writing, Temporary Placement, Screening Resumes, Internet Recruiting, Screening, Talent Management, Cold Calling, Recruitment Advertising, Background Checks, Permanent Placement, Human Resources, Interviews, Technical Recruiting, College Recruiting
Education
State University of New York at New Paltz
Bachelor of Science, Dual Major: International Business & Management
Dutchess Community College
Alex Daniels Alex Daniels's UBS Experience June 2010 - August 2010
Job Americas Regional Program Manager at Google
Industry Internet
Experience
Google April 2014 - Present
Google October 2013 - March 2014
Google October 2012 - October 2013
Google August 2011 - October 2012
UBS June 2010 - August 2010
United States Senator Robert Menendez June 2009 - August 2009
Skills
Google Adwords, SEM, Google Analytics, Online Advertising, PPC, E-commerce, Web Analytics, Online Marketing, Search Advertising, Digital Marketing, Mobile Advertising, Display Advertising, Analytics, SEO, Mobile Marketing, Digital Strategy, Social Media, Social Media Marketing, Digital Media, YouTube, Salesforce.com, Project Management, Project Planning, Microsoft Excel, Strategy, Marketing Strategy, Management, Sales, Advertising, Marketing, Stakeholder Management, Stakeholder Engagement, Strategic Planning
Education
Duke University 2007 — 2011
BA, Environmental Policy, Economics, Spanish
Google April 2014 - Present
Google October 2013 - March 2014
Google October 2012 - October 2013
Google August 2011 - October 2012
UBS June 2010 - August 2010
United States Senator Robert Menendez June 2009 - August 2009
Skills
Google Adwords, SEM, Google Analytics, Online Advertising, PPC, E-commerce, Web Analytics, Online Marketing, Search Advertising, Digital Marketing, Mobile Advertising, Display Advertising, Analytics, SEO, Mobile Marketing, Digital Strategy, Social Media, Social Media Marketing, Digital Media, YouTube, Salesforce.com, Project Management, Project Planning, Microsoft Excel, Strategy, Marketing Strategy, Management, Sales, Advertising, Marketing, Stakeholder Management, Stakeholder Engagement, Strategic Planning
Education
Duke University 2007 — 2011
BA, Environmental Policy, Economics, Spanish
Ram Capoor's UBS Experience 1991 - 1998
Job Entrepreneur, Investment Banker
Industry Investment Banking
Experience
TDA Group March 2008 - Present
Content Matrix January 2008 - Present
Helica Network, LLC July 2005 - Present
InnerDoorway, Inc. 2000 - 2005
UBS 1991 - 1998
Morgan Stanley 1983 - 1991
Skills
Investment Banking, Mergers, IPO, Executive Management, Strategy, Strategic Partnerships, Enterprise Software, Mobile Devices, Marketing, Mergers & Acquisitions, Corporate Development, Business Planning, Venture Capital, Start-ups, Management, Business Development, Entrepreneurship, Business Strategy
Education
Indian Institute of Technology, Kanpur 1963 — 1968
B.Tech.
Duke University
MBA
TDA Group March 2008 - Present
Content Matrix January 2008 - Present
Helica Network, LLC July 2005 - Present
InnerDoorway, Inc. 2000 - 2005
UBS 1991 - 1998
Morgan Stanley 1983 - 1991
Skills
Investment Banking, Mergers, IPO, Executive Management, Strategy, Strategic Partnerships, Enterprise Software, Mobile Devices, Marketing, Mergers & Acquisitions, Corporate Development, Business Planning, Venture Capital, Start-ups, Management, Business Development, Entrepreneurship, Business Strategy
Education
Indian Institute of Technology, Kanpur 1963 — 1968
B.Tech.
Duke University
MBA
Shal Chowdhury's UBS Experience 2011 - April 2014
Job
Industry Investment Banking
Experience
Barclays Investment Bank August 2015 - Present
HSBC April 2014 - July 2015
UBS 2011 - April 2014
Wells Fargo June 2010 - August 2010
Goldman Sachs 2003 - 2008
Goldman Sachs 2001 - 2002
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA
Pace University - Lubin School of Business 1999 — 2003
BBA
FDR High School in Brooklyn, New York 1995 — 1999
Barclays Investment Bank August 2015 - Present
HSBC April 2014 - July 2015
UBS 2011 - April 2014
Wells Fargo June 2010 - August 2010
Goldman Sachs 2003 - 2008
Goldman Sachs 2001 - 2002
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA
Pace University - Lubin School of Business 1999 — 2003
BBA
FDR High School in Brooklyn, New York 1995 — 1999
Murad Mackwani's UBS Experience 2001 - 2001
Job Global Technology, JPMorgan Chase
Industry Computer Software
Experience
JP Morgan Chase January 2011 - Present
UBS 2001 - 2001
Education
Duke University - The Fuqua School of Business 2007 — 2008
Georgia Institute of Technology 1998 — 2001
JP Morgan Chase January 2011 - Present
UBS 2001 - 2001
Education
Duke University - The Fuqua School of Business 2007 — 2008
Georgia Institute of Technology 1998 — 2001
Steve Parry's UBS Experience 2000 - 2013
Job Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo 2013 - 2014
UBS 2000 - 2013
Logica 1994 - 2000
Education
Durham University 1991 — 1994
BSc, Computer Science
Wells Fargo 2013 - 2014
UBS 2000 - 2013
Logica 1994 - 2000
Education
Durham University 1991 — 1994
BSc, Computer Science
Matt Kim's UBS Experience July 2003 - July 2006
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company December 2012 - Present
Jefferies & Company July 2009 - December 2012
UBS Investment Bank July 2006 - July 2009
UBS July 2003 - July 2006
Skills
LBO, Financial Modeling, Valuation, Capital Markets, Investment Banking
Education
Duke University 1999 — 2003
B.S., Economics and Biology
Jefferies & Company December 2012 - Present
Jefferies & Company July 2009 - December 2012
UBS Investment Bank July 2006 - July 2009
UBS July 2003 - July 2006
Skills
LBO, Financial Modeling, Valuation, Capital Markets, Investment Banking
Education
Duke University 1999 — 2003
B.S., Economics and Biology
Nancy Bhawsar's UBS Experience July 2006 - September 2007
Job Jr. Project Manager
Industry Financial Services
Experience
Standard Chartered Bank July 2010 - Present
Credit Suisse September 2007 - April 2008
UBS July 2006 - September 2007
TD Bank North May 2005 - May 2006
Bank of America February 2005 - May 2005
Skills
Agile Methodologies, Business Process, Databases, MS Project, Program Management, Project Management, Requirements Analysis, SDLC, SharePoint, Software Documentation, Visio, Data Analysis, Management, Risk Management, Training, Business Analysis, Vendor Management
Education
Drexel University - LeBow College of Business 2001 — 2004
BSBA, Marketing, MIS
Standard Chartered Bank July 2010 - Present
Credit Suisse September 2007 - April 2008
UBS July 2006 - September 2007
TD Bank North May 2005 - May 2006
Bank of America February 2005 - May 2005
Skills
Agile Methodologies, Business Process, Databases, MS Project, Program Management, Project Management, Requirements Analysis, SDLC, SharePoint, Software Documentation, Visio, Data Analysis, Management, Risk Management, Training, Business Analysis, Vendor Management
Education
Drexel University - LeBow College of Business 2001 — 2004
BSBA, Marketing, MIS
Grace (Lockhart) Djuranovic's UBS Experience June 2005 - January 2014
Job Sponsorship, Marketing & Communications Professional
Industry Marketing and Advertising
Experience
UBS June 2005 - January 2014
UBS July 2003 - June 2005
Skills
Event Management, Series 7, Marketing Communications, Strategy, Marketing Strategy, Wealth Management, Marketing
Education
Duke University 1999 — 2003
UBS June 2005 - January 2014
UBS July 2003 - June 2005
Skills
Event Management, Series 7, Marketing Communications, Strategy, Marketing Strategy, Wealth Management, Marketing
Education
Duke University 1999 — 2003
Judy Spalthoff's UBS Experience September 2015 - Present
Job Executive Director, Deputy Head Family Services, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 2015 - Present
UBS July 2008 - September 2015
Smith Barney April 2003 - July 2008
Accolade Partners June 2002 - April 2003
Skills
Wealth Management, Professional Women, Women Leaders, Mentoring, Sponsorship, Sommelier
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Marketing and Finance
Drexel University 1997 — 2002
B.S., Information Systems and Technology
Old Bridge High School 1993 — 1997
UBS September 2015 - Present
UBS July 2008 - September 2015
Smith Barney April 2003 - July 2008
Accolade Partners June 2002 - April 2003
Skills
Wealth Management, Professional Women, Women Leaders, Mentoring, Sponsorship, Sommelier
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Marketing and Finance
Drexel University 1997 — 2002
B.S., Information Systems and Technology
Old Bridge High School 1993 — 1997
Erik Schneider's UBS Experience June 2007 - May 2010
Job VP, Corporate Development at P2 Energy Solutions
Industry Computer Software
Experience
P2 Energy Solutions March 2014 - Present
Perella Weinberg Partners May 2010 - September 2013
UBS June 2007 - May 2010
Sanford C. Bernstein January 2006 - June 2007
Goldman Sachs August 2003 - January 2005
Deephaven Capital Management 2005 - 2005
Teligent July 1998 - June 2001
Montgomery Securities June 1997 - June 1998
ZS Associates July 1995 - June 1997
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Equities, Hedge Funds, Bloomberg, Mergers, Mergers & Acquisitions, Due Diligence, Investments, Finance, Corporate Development, Portfolio Management, M&A experience
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Finance, General
Princeton University 1991 — 1995
Bachelor's of Science in Engineering, Mechanical & Aerospace Engineering
P2 Energy Solutions March 2014 - Present
Perella Weinberg Partners May 2010 - September 2013
UBS June 2007 - May 2010
Sanford C. Bernstein January 2006 - June 2007
Goldman Sachs August 2003 - January 2005
Deephaven Capital Management 2005 - 2005
Teligent July 1998 - June 2001
Montgomery Securities June 1997 - June 1998
ZS Associates July 1995 - June 1997
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Equities, Hedge Funds, Bloomberg, Mergers, Mergers & Acquisitions, Due Diligence, Investments, Finance, Corporate Development, Portfolio Management, M&A experience
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Finance, General
Princeton University 1991 — 1995
Bachelor's of Science in Engineering, Mechanical & Aerospace Engineering
Jonathan Krause's UBS Experience August 2000 - January 2003
Job Derivative Product Liaison at BNY Mellon
Industry Banking
Experience
BNY Mellon February 2010 - Present
BNY Mellon April 2007 - February 2010
Port Authority of Allegheny County August 2003 - April 2007
UBS August 2000 - January 2003
Skills
Derivatives, Securities, Portfolio Management, Equities, Fixed Income, Financial Analysis, Bloomberg, Asset Management, Investments, Cash Management, Capital Markets
Education
Duquesne University 1999 — 2003
B.S., Investment Management
BNY Mellon February 2010 - Present
BNY Mellon April 2007 - February 2010
Port Authority of Allegheny County August 2003 - April 2007
UBS August 2000 - January 2003
Skills
Derivatives, Securities, Portfolio Management, Equities, Fixed Income, Financial Analysis, Bloomberg, Asset Management, Investments, Cash Management, Capital Markets
Education
Duquesne University 1999 — 2003
B.S., Investment Management
Lee Gallman's UBS Experience 1994 - 2002
Job Home Mortgage Consultant/Renovation Specialist at Wells Fargo Home Mortgage NMLSR ID 237441
Industry Banking
Experience
Wells Fargo Home Mortgage September 2014 - Present
PrimeLending August 2011 - July 2014
Weichert Financial Services May 2005 - August 2011
UBS 1994 - 2002
Education
Duke University 1989 — 1994
Bachelor of Science (BS)
Westfield High School 1986 — 1989
Wells Fargo Home Mortgage September 2014 - Present
PrimeLending August 2011 - July 2014
Weichert Financial Services May 2005 - August 2011
UBS 1994 - 2002
Education
Duke University 1989 — 1994
Bachelor of Science (BS)
Westfield High School 1986 — 1989
Rob Hinton's UBS Experience April 2003 - February 2014
Job Executive Director at UBS
Industry Banking
Experience
UBS April 2003 - February 2014
Dillon Read Capital Management 2006 - 2007
Education
Duke University 1990 — 1994
Bachelor of Science (B.S.)
UBS April 2003 - February 2014
Dillon Read Capital Management 2006 - 2007
Education
Duke University 1990 — 1994
Bachelor of Science (B.S.)
Andrea Beldecos's UBS Experience 2006 - Present
Job Managing Director, Global Head of Asset Management Campus Recruiting at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
UBS 2006 - Present
UBS November 2006 - October 2013
Bank of America 2002 - 2005
Merrill Lynch 1998 - 2002
JP Morgan 1983 - 1998
Skills
Recruiting, Financial Services, Management, Applicant Tracking..., College Recruiting, Talent Management, Employee Engagement, Talent Acquisition, Onboarding, Employer Branding, Human Resources, Performance Management, Workforce Planning
Education
Fuqua School of Business, Duke University
MBA
Vanderbilt University
BA, Political Science
JPMorgan Chase October 2013 - Present
UBS 2006 - Present
UBS November 2006 - October 2013
Bank of America 2002 - 2005
Merrill Lynch 1998 - 2002
JP Morgan 1983 - 1998
Skills
Recruiting, Financial Services, Management, Applicant Tracking..., College Recruiting, Talent Management, Employee Engagement, Talent Acquisition, Onboarding, Employer Branding, Human Resources, Performance Management, Workforce Planning
Education
Fuqua School of Business, Duke University
MBA
Vanderbilt University
BA, Political Science
Michael Romance, CFP's UBS Experience September 2002 - December 2009
Job Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2009 - Present
UBS September 2002 - December 2009
Merrill Lynch October 1995 - September 2002
Education
Florida State University 1997 — 2000
Financial Planning
East Carolina University - College of Business 1989 — 1993
BS, Accounting
Morgan Stanley Smith Barney December 2009 - Present
UBS September 2002 - December 2009
Merrill Lynch October 1995 - September 2002
Education
Florida State University 1997 — 2000
Financial Planning
East Carolina University - College of Business 1989 — 1993
BS, Accounting
Mark Noonan's UBS Experience 1997 - 2004
Job President & CEO Nootools llc
Industry Consumer Goods
Experience
Nootools llc 2004 - Present
Nootools llc (a Structured Solutions company) 2004 - Present
UBS Investment Bank April 1997 - June 2004
UBS 1997 - 2004
Skills
Derivatives, Capital Markets, Equity Derivatives, Product Design, Manufacturing, Manufacturing Start-Up, Global Sourcing, Product Launch, Online Product Launches, Consumer Products, Financial Structuring, Management, Private Equity, Equities, Marketing, Emerging Markets, Business Development, Start-ups, Entrepreneurship, Strategy
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance and Marketing
Duke University 1977 — 1981
BA, Economics
Nootools llc 2004 - Present
Nootools llc (a Structured Solutions company) 2004 - Present
UBS Investment Bank April 1997 - June 2004
UBS 1997 - 2004
Skills
Derivatives, Capital Markets, Equity Derivatives, Product Design, Manufacturing, Manufacturing Start-Up, Global Sourcing, Product Launch, Online Product Launches, Consumer Products, Financial Structuring, Management, Private Equity, Equities, Marketing, Emerging Markets, Business Development, Start-ups, Entrepreneurship, Strategy
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance and Marketing
Duke University 1977 — 1981
BA, Economics
Kevin Atteson's UBS Experience September 2006 - April 2008
Job Chief Quant at Summer Road
Industry Investment Banking
Experience
Summer Road June 2013 - Present
Morgan Stanley April 2008 - May 2013
UBS September 2006 - April 2008
Goldman Sachs October 2002 - March 2006
Double Prime 2000 - 2002
Mathematical Sciences Research Institute 1999 - 1999
Yale University 1997 - 1999
Unversity of Pennsylvania 1995 - 1997
Unversity of Pennsylvania 1995 - 1997
Education
University of Pennsylvania 1988 — 1995
PhD, Computer Science
Drexel University 1983 — 1988
BS, Computer Engineering and Computer Science
Summer Road June 2013 - Present
Morgan Stanley April 2008 - May 2013
UBS September 2006 - April 2008
Goldman Sachs October 2002 - March 2006
Double Prime 2000 - 2002
Mathematical Sciences Research Institute 1999 - 1999
Yale University 1997 - 1999
Unversity of Pennsylvania 1995 - 1997
Unversity of Pennsylvania 1995 - 1997
Education
University of Pennsylvania 1988 — 1995
PhD, Computer Science
Drexel University 1983 — 1988
BS, Computer Engineering and Computer Science
Roger Kramer, CFA, CAIA's UBS Experience June 2002 - August 2002
Job Head of Investment Strategy and Alternative Investments at Voya Financial
Industry Investment Management
Experience
Voya Financial May 2013 - Present
Lincoln Financial Group January 2010 - November 2012
Delaware Investments, a unit of Lincoln Financial July 2006 - January 2010
Progress Energy June 2003 - July 2006
UBS June 2002 - August 2002
Wachovia June 1998 - May 2001
Skills
Investments, Chartered Financial..., Asset Managment, Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Asset Allocation, Risk Management, Alternative Investments, Fixed Income, Derivatives, Investment Management, Due Diligence, Capital Markets, Wealth Management, Trading, Asset Management, ALM, Hedge Funds, Private Equity, Equities, Bloomberg, Finance, Insurance, Mergers & Acquisitions, Loans, Mutual Funds, Portfolio Management, Financial Risk, Cash Management, Corporate Finance, Investment Strategies, Securities, Credit, Series 7, Bonds, Analysis, Hedging, Investment Banking, Strategy, Economics, Venture Capital, Series 63, Financial Markets, Financial Services, Quantitative Finance, Financial Advisory, Market Risk, ETFs
Education
Duke University - The Fuqua School of Business 2001 — 2003
Masters, Finance
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor of Science, Business Administration
Voya Financial May 2013 - Present
Lincoln Financial Group January 2010 - November 2012
Delaware Investments, a unit of Lincoln Financial July 2006 - January 2010
Progress Energy June 2003 - July 2006
UBS June 2002 - August 2002
Wachovia June 1998 - May 2001
Skills
Investments, Chartered Financial..., Asset Managment, Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Asset Allocation, Risk Management, Alternative Investments, Fixed Income, Derivatives, Investment Management, Due Diligence, Capital Markets, Wealth Management, Trading, Asset Management, ALM, Hedge Funds, Private Equity, Equities, Bloomberg, Finance, Insurance, Mergers & Acquisitions, Loans, Mutual Funds, Portfolio Management, Financial Risk, Cash Management, Corporate Finance, Investment Strategies, Securities, Credit, Series 7, Bonds, Analysis, Hedging, Investment Banking, Strategy, Economics, Venture Capital, Series 63, Financial Markets, Financial Services, Quantitative Finance, Financial Advisory, Market Risk, ETFs
Education
Duke University - The Fuqua School of Business 2001 — 2003
Masters, Finance
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor of Science, Business Administration
Susan Seyler's UBS Experience 2001 - 2007
Job Senior Meeting Planner at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America December 2012 - Present
Numerix April 2008 - November 2012
UBS 2001 - 2007
Falk Communications 1997 - 2001
Skills
Event Management, Conferences, Event Marketing, Events, Marketing, Event Planning, Social Media Marketing, Email Marketing, Public Relations, Marketing Strategy, Strategy, Management, Online Advertising, Direct Marketing, Budgets, Strategic Planning, Marketing Communications, Advertising, Leadership, Fundraising
Education
East Stroudsburg University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), Communications
The Guardian Life Insurance Company of America December 2012 - Present
Numerix April 2008 - November 2012
UBS 2001 - 2007
Falk Communications 1997 - 2001
Skills
Event Management, Conferences, Event Marketing, Events, Marketing, Event Planning, Social Media Marketing, Email Marketing, Public Relations, Marketing Strategy, Strategy, Management, Online Advertising, Direct Marketing, Budgets, Strategic Planning, Marketing Communications, Advertising, Leadership, Fundraising
Education
East Stroudsburg University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), Communications
Christine Brennan's UBS Experience September 2002 - March 2007
Job Registered Nurse
Industry Hospital & Health Care
Experience
The University of Maryland Medical System June 2015 - Present
Phelps Memorial Hospital May 2014 - May 2015
New York-Presbyterian Hospital/Hudson Valley Hospital July 2013 - May 2015
The PR Verdict December 2012 - May 2014
Mission Hospitals July 2012 - May 2013
Marsh & McLennan Companies April 2007 - December 2010
UBS September 2002 - March 2007
Merrill Lynch June 1998 - July 2002
Bloomberg News September 1991 - September 1997
Skills
Media Relations, Strategic Communications, Public Relations, Press Releases, Nursing Care, Corporate Communications, Internal Communications, Crisis Communications, Crisis Management, Marketing Communications, Editing, Social Networking, Journalism, Public Speaking, Speech Writing, Healthcare, ACLS, BLS, Newsletters, Management, Hospitals
Education
Duke University 2011 — 2012
Bachelor of Science (B.S.), Nursing
Rider University
Bachelor of Arts (B.A.), Journalism
The University of Maryland Medical System June 2015 - Present
Phelps Memorial Hospital May 2014 - May 2015
New York-Presbyterian Hospital/Hudson Valley Hospital July 2013 - May 2015
The PR Verdict December 2012 - May 2014
Mission Hospitals July 2012 - May 2013
Marsh & McLennan Companies April 2007 - December 2010
UBS September 2002 - March 2007
Merrill Lynch June 1998 - July 2002
Bloomberg News September 1991 - September 1997
Skills
Media Relations, Strategic Communications, Public Relations, Press Releases, Nursing Care, Corporate Communications, Internal Communications, Crisis Communications, Crisis Management, Marketing Communications, Editing, Social Networking, Journalism, Public Speaking, Speech Writing, Healthcare, ACLS, BLS, Newsletters, Management, Hospitals
Education
Duke University 2011 — 2012
Bachelor of Science (B.S.), Nursing
Rider University
Bachelor of Arts (B.A.), Journalism
Ed Croft's UBS Experience July 2014 - Present
Job President at Naugatuck Youth Soccer
Industry Investment Banking
Experience
UBS July 2014 - Present
Naugatuck Youth Soccer January 2014 - Present
Sybase Database Developer Consultant at UBS August 2010 - July 2014
Scholastic August 1990 - February 2009
Scholastic August 1990 - February 2009
CityTrust Bank March 1987 - August 1990
Union Trust Bank October 1983 - March 1987
Skills
SQL, Sybase, Windows, Business Analysis, Databases, SDLC, Project Management, Unix, Database Administration, Management, Analysis, COBOL
Education
Dutchess Community College 1976 — 1977
UBS July 2014 - Present
Naugatuck Youth Soccer January 2014 - Present
Sybase Database Developer Consultant at UBS August 2010 - July 2014
Scholastic August 1990 - February 2009
Scholastic August 1990 - February 2009
CityTrust Bank March 1987 - August 1990
Union Trust Bank October 1983 - March 1987
Skills
SQL, Sybase, Windows, Business Analysis, Databases, SDLC, Project Management, Unix, Database Administration, Management, Analysis, COBOL
Education
Dutchess Community College 1976 — 1977
Jay Tobin's UBS Experience November 2004 - December 2005
Job Principal Blackfin Capital
Industry Investment Management
Experience
Hourglass Capital June 2008 - December 2013
Morgan Stanley January 2006 - May 2008
UBS November 2004 - December 2005
TUDOR INVESTMENT CORPORATION May 2004 - November 2004
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2004
MBA, Finance
Duke University 1995 — 1999
Hourglass Capital June 2008 - December 2013
Morgan Stanley January 2006 - May 2008
UBS November 2004 - December 2005
TUDOR INVESTMENT CORPORATION May 2004 - November 2004
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2004
MBA, Finance
Duke University 1995 — 1999
Scott Santorelli's UBS Experience May 2000 - November 2005
Job Relationship ManagerCommercial Real Estate Banking at JPMorgan
Industry Banking
Experience
JPMorgan Chase & Co. December 2014 - Present
JPMorgan December 2005 - December 2014
UBS May 2000 - November 2005
Merrill Lynch 1999 - 2000
Skills
Equities, Securities, Hedge Funds, Financial Services, Risk Management, Banking, Derivatives, Bloomberg, Treasury Services, Employee Stock Options, Commercial Banking, Project Management, Manage Client..., Business Analysis, Relationship Management
Education
East Stroudsburg University of Pennsylvania 1985 — 1989
Bachelor of Arts (BA), Economics
JPMorgan Chase & Co. December 2014 - Present
JPMorgan December 2005 - December 2014
UBS May 2000 - November 2005
Merrill Lynch 1999 - 2000
Skills
Equities, Securities, Hedge Funds, Financial Services, Risk Management, Banking, Derivatives, Bloomberg, Treasury Services, Employee Stock Options, Commercial Banking, Project Management, Manage Client..., Business Analysis, Relationship Management
Education
East Stroudsburg University of Pennsylvania 1985 — 1989
Bachelor of Arts (BA), Economics
Megan Lantz's UBS Experience June 2004 - January 2005
Job Mathematics Teacher
Industry Education Management
Experience
University School of Milwaukee August 2009 - Present
Waukesha West High School January 2007 - June 2009
UBS June 2004 - January 2005
Skills
Curriculum Design, Curriculum Development, Higher Education, Tutoring, Staff Development, Classroom, Lesson Planning, Public Speaking, Teacher Training, Teaching, Educational Technology, Nonprofits, Educational Leadership
Education
Teachers College of Columbia University 2010 — 2010
Klingenstein Summer Institute
Marquette University 2006 — 2008
Masters, Education
Duke University 2000 — 2004
BS, Computer Science
University School of Milwaukee August 2009 - Present
Waukesha West High School January 2007 - June 2009
UBS June 2004 - January 2005
Skills
Curriculum Design, Curriculum Development, Higher Education, Tutoring, Staff Development, Classroom, Lesson Planning, Public Speaking, Teacher Training, Teaching, Educational Technology, Nonprofits, Educational Leadership
Education
Teachers College of Columbia University 2010 — 2010
Klingenstein Summer Institute
Marquette University 2006 — 2008
Masters, Education
Duke University 2000 — 2004
BS, Computer Science
Joseph Messineo's UBS Experience March 2000 - June 2002
Job Cofounder at Rukkus, Inc.
Industry Entertainment
Experience
Rukkus, Inc. January 2013 - Present
Hexagon Capital Opportunities August 2013 - Present
Link Global Solutions September 2007 - May 2015
Hexagon Securities March 2008 - August 2013
Cohen & Company June 2002 - July 2007
UBS March 2000 - June 2002
Power Merchants Group February 1998 - February 2000
Education
Drexel University - LeBow College of Business 1991 — 1996
Bachelors, Finance, Marketing
Rukkus, Inc. January 2013 - Present
Hexagon Capital Opportunities August 2013 - Present
Link Global Solutions September 2007 - May 2015
Hexagon Securities March 2008 - August 2013
Cohen & Company June 2002 - July 2007
UBS March 2000 - June 2002
Power Merchants Group February 1998 - February 2000
Education
Drexel University - LeBow College of Business 1991 — 1996
Bachelors, Finance, Marketing
Dan Vincent's UBS Experience 2007 - 2007
Job Manager at PwC
Industry Management Consulting
Experience
PwC July 2015 - Present
PwC January 2014 - June 2015
E*TRADE Financial August 2011 - December 2013
E*TRADE Financial September 2010 - August 2011
Morgan Stanley November 2008 - August 2010
UBS Wealth Management June 2007 - August 2007
UBS 2007 - 2007
UBS 2007 - 2007
UBS 2007 - 2007
Skills
Certifications: Series..., Data Analysis, Financial Modeling, Management, Product Management, Software Documentation, Finance, Cross-functional Team..., Fraud Detection, Financial Analysis, Equities, SDLC, Banking, Investment Banking, Microsoft Excel, Microsoft Office, Business Strategy
Education
Duke University 2004 — 2008
BA, Public Policy Studies, Economics, Markets and Management Studies
PwC July 2015 - Present
PwC January 2014 - June 2015
E*TRADE Financial August 2011 - December 2013
E*TRADE Financial September 2010 - August 2011
Morgan Stanley November 2008 - August 2010
UBS Wealth Management June 2007 - August 2007
UBS 2007 - 2007
UBS 2007 - 2007
UBS 2007 - 2007
Skills
Certifications: Series..., Data Analysis, Financial Modeling, Management, Product Management, Software Documentation, Finance, Cross-functional Team..., Fraud Detection, Financial Analysis, Equities, SDLC, Banking, Investment Banking, Microsoft Excel, Microsoft Office, Business Strategy
Education
Duke University 2004 — 2008
BA, Public Policy Studies, Economics, Markets and Management Studies
Jill Babic's UBS Experience March 2007 - June 2009
Job Structured Products Sales at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets November 2009 - Present
UBS March 2007 - June 2009
UBS June 1999 - March 2007
Skills
Capital Markets, Fixed Income, Investment Banking, Structured Products, Bonds, Bloomberg, Trading
Education
Duke University 1995 — 1999
Bachelor's degree, Economics
RBC Capital Markets November 2009 - Present
UBS March 2007 - June 2009
UBS June 1999 - March 2007
Skills
Capital Markets, Fixed Income, Investment Banking, Structured Products, Bonds, Bloomberg, Trading
Education
Duke University 1995 — 1999
Bachelor's degree, Economics
Rebecca Dybas's UBS Experience October 2013 - Present
Job Corporate Center Transformation
Industry Financial Services
Experience
UBS October 2013 - Present
UBS 2012 - October 2013
UBS 2009 - 2012
UBS 2006 - 2009
RED OAK CONSULTING 2001 - 2006
Malcolm Pirnie, Inc 1995 - 1999
SCIENCE APPLICATIONS INTERNATIONAL CORP 1992 - 1995
PYRAMID FARMS CRAYFISH, INC 1989 - 1992
Skills
HR Transformation, Organizational Design, Program Management, Human Resources, Change Management, Business Process..., Organizational..., Management, Leadership, Strategy, Vendor Management
Education
University of Virginia Darden School of Business 1999 — 2001
MBA, Strategy, Organizational Development
Duke University 1985 — 1988
BS, Zoology
Garrison Forest School 1979 — 1984
UBS October 2013 - Present
UBS 2012 - October 2013
UBS 2009 - 2012
UBS 2006 - 2009
RED OAK CONSULTING 2001 - 2006
Malcolm Pirnie, Inc 1995 - 1999
SCIENCE APPLICATIONS INTERNATIONAL CORP 1992 - 1995
PYRAMID FARMS CRAYFISH, INC 1989 - 1992
Skills
HR Transformation, Organizational Design, Program Management, Human Resources, Change Management, Business Process..., Organizational..., Management, Leadership, Strategy, Vendor Management
Education
University of Virginia Darden School of Business 1999 — 2001
MBA, Strategy, Organizational Development
Duke University 1985 — 1988
BS, Zoology
Garrison Forest School 1979 — 1984
Femi Akintilo's UBS Experience July 2008 - April 2009
Job IT Business Consultant at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard June 2011 - Present
Emerging Markets Telecommunication Services (EMTS) July 2010 - July 2011
UBS July 2008 - April 2009
Skills
Business Analysis, Requirements Gathering, Project Planning, SharePoint, Visio, Requirements Analysis, Business Intelligence, SDLC, Project Management, Process Improvement, MS Project, Business Requirements, Data Analysis, Program Management, Microsoft infopath, Analysis
Education
Duke University 2010 — 2011
MSc, Engineering Management
Howard University 2004 — 2008
BSc, Electrical Engineering
Hewlett-Packard June 2011 - Present
Emerging Markets Telecommunication Services (EMTS) July 2010 - July 2011
UBS July 2008 - April 2009
Skills
Business Analysis, Requirements Gathering, Project Planning, SharePoint, Visio, Requirements Analysis, Business Intelligence, SDLC, Project Management, Process Improvement, MS Project, Business Requirements, Data Analysis, Program Management, Microsoft infopath, Analysis
Education
Duke University 2010 — 2011
MSc, Engineering Management
Howard University 2004 — 2008
BSc, Electrical Engineering
Amanda Livingston's UBS Experience January 2000 - February 2004
Job at
Industry Insurance
Experience
CIGNA Healthcare February 2011 - Present
Cigna March 2008 - February 2011
United Health Group February 2007 - February 2008
United Healthcare June 2006 - February 2007
United Healthcare August 2005 - June 2006
Aetna February 2004 - August 2005
UBS January 2000 - February 2004
Skills
Health Insurance, Insurance, Employee Benefits, Compliance, Financial Analysis
Education
Eastern Connecticut State University 2000 — 2003
BA, Business
CIGNA Healthcare February 2011 - Present
Cigna March 2008 - February 2011
United Health Group February 2007 - February 2008
United Healthcare June 2006 - February 2007
United Healthcare August 2005 - June 2006
Aetna February 2004 - August 2005
UBS January 2000 - February 2004
Skills
Health Insurance, Insurance, Employee Benefits, Compliance, Financial Analysis
Education
Eastern Connecticut State University 2000 — 2003
BA, Business
edmund tiryakian's UBS Experience 1990 - 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
UBS Investment Bank 2000 - 2007
UBS Hong Kong 2000 - 2007
ubs 1990 - 2007
UBS Wealth Management 1998 - 2000
Union Bank of Switzerland 1993 - 1998
Skills
Capital Markets, Investment Banking, Equities, Alternative Investments, Mergers & Acquisitions, Corporate Finance, Financial Markets, Portfolio Management, Hedge Funds, Private Equity, Fixed Income, Equity Research, Derivatives, Wealth Management, Structured Products, Investments, Financial Modeling, Trading, Valuation, Asset Management, Due Diligence, Emerging Markets
Education
Duke University - The Fuqua School of Business 1987 — 1990
MBA, Finance
Duke University School of Law 1978 — 1981
JD, Law
Princeton University 1973 — 1978
AB, History
Ludwig-Maximilians Universität München
UBS Investment Bank 2000 - 2007
UBS Hong Kong 2000 - 2007
ubs 1990 - 2007
UBS Wealth Management 1998 - 2000
Union Bank of Switzerland 1993 - 1998
Skills
Capital Markets, Investment Banking, Equities, Alternative Investments, Mergers & Acquisitions, Corporate Finance, Financial Markets, Portfolio Management, Hedge Funds, Private Equity, Fixed Income, Equity Research, Derivatives, Wealth Management, Structured Products, Investments, Financial Modeling, Trading, Valuation, Asset Management, Due Diligence, Emerging Markets
Education
Duke University - The Fuqua School of Business 1987 — 1990
MBA, Finance
Duke University School of Law 1978 — 1981
JD, Law
Princeton University 1973 — 1978
AB, History
Ludwig-Maximilians Universität München
Wan Chun Chen's UBS Experience July 2003 - September 2006
Job Founder at MarketVis.io
Industry Information Technology and Services
Experience
Market Visual March 2013 - Present
The Ching Chong Group May 2011 - March 2013
RBS September 2006 - May 2011
UBS July 2003 - September 2006
Education
Duke University 2002 — 2003
Master of Engineering Management
Duke University 1998 — 2002
Bachelor of Science, Computer Science and Electrical Engineering
Jakarta International School 1994 — 1998
Market Visual March 2013 - Present
The Ching Chong Group May 2011 - March 2013
RBS September 2006 - May 2011
UBS July 2003 - September 2006
Education
Duke University 2002 — 2003
Master of Engineering Management
Duke University 1998 — 2002
Bachelor of Science, Computer Science and Electrical Engineering
Jakarta International School 1994 — 1998
Andrew Froomberg's UBS Experience 1987 - 2005
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2005 - Present
UBS 1987 - 2005
Skills
Bloomberg, Capital Markets, Equities, Investment Banking, Trading, Hedge Funds, Fixed Income, Electronic Trading, Equity Trading, Financial Markets, Equity Derivatives, Trading Systems, Derivatives, Structured Products
Education
Durham University 1984 — 1987
general arts
Credit Suisse March 2005 - Present
UBS 1987 - 2005
Skills
Bloomberg, Capital Markets, Equities, Investment Banking, Trading, Hedge Funds, Fixed Income, Electronic Trading, Equity Trading, Financial Markets, Equity Derivatives, Trading Systems, Derivatives, Structured Products
Education
Durham University 1984 — 1987
general arts
Sue Holmes's UBS Experience July 2015 - Present
Job Account Manager
Industry Financial Services
Experience
UBS July 2015 - Present
State Street September 2014 - July 2015
Fonua September 2011 - July 2014
JP Morgan March 2010 - September 2011
RCSI February 2009 - April 2010
Skills
Microsoft Excel, Financial Reporting, Management, Financial Analysis, Project Management, Financial Services, Finance, Teamwork, Fund Accounting, Accounting, Team Leadership, Project Planning, Forecasting, Customer Service
Education
Independent College Dublin 2010 — 2013
ACCA, Accounting and Finance
Dublin Institute of Technology 2007 — 2008
Master's Degree, International Business
UBS July 2015 - Present
State Street September 2014 - July 2015
Fonua September 2011 - July 2014
JP Morgan March 2010 - September 2011
RCSI February 2009 - April 2010
Skills
Microsoft Excel, Financial Reporting, Management, Financial Analysis, Project Management, Financial Services, Finance, Teamwork, Fund Accounting, Accounting, Team Leadership, Project Planning, Forecasting, Customer Service
Education
Independent College Dublin 2010 — 2013
ACCA, Accounting and Finance
Dublin Institute of Technology 2007 — 2008
Master's Degree, International Business
Jason Cho's UBS Experience 2007 - 2007
Job Associate at Dean Bradley Osborne
Industry Investment Banking
Experience
Dean Bradley Osborne August 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
Bank of America Merrill Lynch June 2013 - August 2013
KKR May 2010 - July 2012
Accenture July 2008 - May 2010
UBS 2007 - 2007
Skills
Investment Banking, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Data Analysis, LBO, Leveraged Finance, M&A Modeling
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
Duke University 2004 — 2008
BS, Economics, Psychology
Kamiak High School 2000 — 2004
Dean Bradley Osborne August 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
Bank of America Merrill Lynch June 2013 - August 2013
KKR May 2010 - July 2012
Accenture July 2008 - May 2010
UBS 2007 - 2007
Skills
Investment Banking, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Data Analysis, LBO, Leveraged Finance, M&A Modeling
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
Duke University 2004 — 2008
BS, Economics, Psychology
Kamiak High School 2000 — 2004
Abigail Crawford's UBS Experience 2005 - 2006
Job Konikoff Dentistry
Industry Medical Practice
Experience
Konikoff Dentistry May 2010 - Present
Yanni Partners, a Division of GBS Investment Consulting LLC February 2009 - May 2010
Sesame Communications 2006 - 2007
UBS 2005 - 2006
Skills
Microsoft Excel, Customer Service, Social Media, Marketing, Event Planning
Education
Saint Leo University 2013 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Duquesne University 2007 — 2008
Post Graduate, Biological Science
Rollins College 2001 — 2005
B.A., Biochemistry and Molecular Biology
Shady Side Academy 1997 — 2001
Konikoff Dentistry May 2010 - Present
Yanni Partners, a Division of GBS Investment Consulting LLC February 2009 - May 2010
Sesame Communications 2006 - 2007
UBS 2005 - 2006
Skills
Microsoft Excel, Customer Service, Social Media, Marketing, Event Planning
Education
Saint Leo University 2013 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Duquesne University 2007 — 2008
Post Graduate, Biological Science
Rollins College 2001 — 2005
B.A., Biochemistry and Molecular Biology
Shady Side Academy 1997 — 2001
Bryce Mueller's UBS Experience January 2013 - Present
Job Director at UBS
Industry Investment Banking
Experience
UBS January 2013 - Present
RBC Capital Markets June 2011 - February 2013
RBC Capital Markets January 2010 - June 2011
RBC Capital Markets October 2008 - January 2010
Bear stearns June 2007 - August 2007
Skills
Equities, Equity Research, Bloomberg, Series 7, Hedge Funds, Capital Markets, Series 63, Financial Modeling, Valuation, Investment Banking, Equity Valuation, Investments, Securities, Fixed Income, Trading
Education
Duke University 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
UBS January 2013 - Present
RBC Capital Markets June 2011 - February 2013
RBC Capital Markets January 2010 - June 2011
RBC Capital Markets October 2008 - January 2010
Bear stearns June 2007 - August 2007
Skills
Equities, Equity Research, Bloomberg, Series 7, Hedge Funds, Capital Markets, Series 63, Financial Modeling, Valuation, Investment Banking, Equity Valuation, Investments, Securities, Fixed Income, Trading
Education
Duke University 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
rich mauro's UBS Experience July 2001 - June 2013
Job Fixed Income ETF trader at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. October 2013 - Present
UBS July 2001 - June 2013
Yale University May 1999 - August 1999
Skills
Equities, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Investment Banking, Alternative Investments, Bloomberg, Series 7, Securities, Financial Modeling, Equity Derivatives, Portfolio Management, Options, Bonds, Investments, Trading, Structured Products
Education
Duke University 1997 — 2001
BSE, Mechanical Engineering, Physics, Economics
Hopkins High School 1993 — 1997
KCG Holdings, Inc. October 2013 - Present
UBS July 2001 - June 2013
Yale University May 1999 - August 1999
Skills
Equities, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Investment Banking, Alternative Investments, Bloomberg, Series 7, Securities, Financial Modeling, Equity Derivatives, Portfolio Management, Options, Bonds, Investments, Trading, Structured Products
Education
Duke University 1997 — 2001
BSE, Mechanical Engineering, Physics, Economics
Hopkins High School 1993 — 1997
Rayhaneh Sharif-Askary's UBS Experience 2013 - Present
Job Associate Director at UBS
Industry Capital Markets
Experience
UBS 2013 - Present
UBS November 2010 - March 2013
UBS July 2008 - November 2010
Skills
Econometrics, Investment Banking, Capital Markets, LBO, Financial Modeling, Bloomberg, Fixed Income, Leveraged Finance, Macroeconomics, Corporate Finance, Equities, Mergers & Acquisitions
Education
Duke University 2004 — 2008
B.S. Economics, Econ, English, 3.9
West Shore Jr Sr High School 1998 — 2004
UBS 2013 - Present
UBS November 2010 - March 2013
UBS July 2008 - November 2010
Skills
Econometrics, Investment Banking, Capital Markets, LBO, Financial Modeling, Bloomberg, Fixed Income, Leveraged Finance, Macroeconomics, Corporate Finance, Equities, Mergers & Acquisitions
Education
Duke University 2004 — 2008
B.S. Economics, Econ, English, 3.9
West Shore Jr Sr High School 1998 — 2004
Nassif Dow's UBS Experience 2002 - 2005
Job Vice President, Associate Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch May 2012 - July 2013
Merrill Edge June 2010 - May 2012
Robert W. Baird & Co. February 2010 - June 2010
Edward Jones 2007 - 2009
JP Morgan Chase 2007 - 2007
UBS 2002 - 2005
Skills
Morningstar, Portfolio Management, Financial Modeling, Uniform Combined State..., Wealth Management, Investments, Investment Advisory, Series 63, Investment Management, Retirement, Asset Managment, Investment Strategies, Finance, Equities, Bonds, Municipal Bonds
Education
Drexel University - LeBow College of Business 2007 — 2010
Merrill Lynch July 2013 - Present
Merrill Lynch May 2012 - July 2013
Merrill Edge June 2010 - May 2012
Robert W. Baird & Co. February 2010 - June 2010
Edward Jones 2007 - 2009
JP Morgan Chase 2007 - 2007
UBS 2002 - 2005
Skills
Morningstar, Portfolio Management, Financial Modeling, Uniform Combined State..., Wealth Management, Investments, Investment Advisory, Series 63, Investment Management, Retirement, Asset Managment, Investment Strategies, Finance, Equities, Bonds, Municipal Bonds
Education
Drexel University - LeBow College of Business 2007 — 2010
Michelle (Hertz) Levine's UBS Experience January 2014 - Present
Job Director, Litigation & Investigations Reporting Attorney at UBS
Industry Law Practice
Experience
UBS January 2014 - Present
Simpson Thacher & Bartlett LLP October 2007 - January 2014
Skills
Litigation, Commercial Litigation, Securities Litigation, International..., Investigative Reporting, International Law, Corporate Law
Education
Duke University School of Law 2004 — 2007
J.D., Law
Northwestern University 2000 — 2004
B.A., Political Science, Business Institutions
UBS January 2014 - Present
Simpson Thacher & Bartlett LLP October 2007 - January 2014
Skills
Litigation, Commercial Litigation, Securities Litigation, International..., Investigative Reporting, International Law, Corporate Law
Education
Duke University School of Law 2004 — 2007
J.D., Law
Northwestern University 2000 — 2004
B.A., Political Science, Business Institutions
Michael Ting's UBS Experience June 2010 - August 2010
Job Investor Relations at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group May 2014 - Present
Offit Capital Advisors June 2012 - May 2014
Morgen, Evan & Company August 2011 - May 2012
Capstone Partners LLC June 2011 - August 2011
UBS June 2010 - August 2010
New York University February 2009 - May 2010
Bank of East Asia July 2007 - August 2007
Education
New York University 2008 — 2012
BA, Economics
East China Normal University 2010 — 2010
Mandarin Chinese
Bronx High School of Science 2004 — 2008
H.S. Diploma
The Carlyle Group May 2014 - Present
Offit Capital Advisors June 2012 - May 2014
Morgen, Evan & Company August 2011 - May 2012
Capstone Partners LLC June 2011 - August 2011
UBS June 2010 - August 2010
New York University February 2009 - May 2010
Bank of East Asia July 2007 - August 2007
Education
New York University 2008 — 2012
BA, Economics
East China Normal University 2010 — 2010
Mandarin Chinese
Bronx High School of Science 2004 — 2008
H.S. Diploma
Zheng(Nick) Lu's UBS Experience January 2012 - June 2012
Job Analyst at McKinsey & Company
Industry Management Consulting
Chris Born's UBS Experience April 2010 - September 2010
Job Senior Financial Analyst at SpaceX
Industry Aviation & Aerospace
Experience
SpaceX March 2015 - Present
SpaceX August 2012 - March 2015
SpaceX April 2012 - August 2012
Turner Investment Partners March 2011 - September 2011
UBS April 2010 - September 2010
Skills
Bloomberg Terminal, Factset, Excel, VBA, Access, HTML, SQL
Education
Drexel University - College of Business and Administration 2008 — 2013
BS Business Administration, Concentrations in Finance & Economics, Minor in Politics
Devon Preparatory School
SpaceX March 2015 - Present
SpaceX August 2012 - March 2015
SpaceX April 2012 - August 2012
Turner Investment Partners March 2011 - September 2011
UBS April 2010 - September 2010
Skills
Bloomberg Terminal, Factset, Excel, VBA, Access, HTML, SQL
Education
Drexel University - College of Business and Administration 2008 — 2013
BS Business Administration, Concentrations in Finance & Economics, Minor in Politics
Devon Preparatory School
Simone Horovitz's UBS Experience May 2009 - August 2009
Job CB&S Strategy at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2013 - Present
Deutsche Bank July 2011 - June 2013
Deutsche Bank Securities June 2010 - August 2010
UBS May 2009 - August 2009
Skills
Investment Banking, Corporate Finance, Valuation
Education
Duke University 2007 — 2010
Bachelor of Science (B.S.), Economics
Deutsche Bank July 2013 - Present
Deutsche Bank July 2011 - June 2013
Deutsche Bank Securities June 2010 - August 2010
UBS May 2009 - August 2009
Skills
Investment Banking, Corporate Finance, Valuation
Education
Duke University 2007 — 2010
Bachelor of Science (B.S.), Economics
Amit Rupani's UBS Experience August 2002 - April 2004
Job Data Standards and Governance VP at Citi
Industry Financial Services
Experience
Citi April 2014 - Present
Morgan Stanley January 2006 - April 2012
Morgan Stanley April 2004 - January 2006
UBS August 2002 - April 2004
UBS August 2000 - January 2002
Skills
Project Management, Data Analysis, Databases, Data Warehousing, Data Modeling, SQL, XML, Perl, Sybase, Reference Data, Fixed Income, Software Development, Capital Markets, Options, Securities, Equities, Market Data, Trading Systems, Electronic Trading, ETL
Education
Duke University 1996 — 2000
BSE, Bioengineering and Biomedical Engineering
Duke University 1996 — 2000
Electrical Engineering
Citi April 2014 - Present
Morgan Stanley January 2006 - April 2012
Morgan Stanley April 2004 - January 2006
UBS August 2002 - April 2004
UBS August 2000 - January 2002
Skills
Project Management, Data Analysis, Databases, Data Warehousing, Data Modeling, SQL, XML, Perl, Sybase, Reference Data, Fixed Income, Software Development, Capital Markets, Options, Securities, Equities, Market Data, Trading Systems, Electronic Trading, ETL
Education
Duke University 1996 — 2000
BSE, Bioengineering and Biomedical Engineering
Duke University 1996 — 2000
Electrical Engineering
Jack Melnikoff's UBS Experience August 2009 - December 2011
Job Managing Director at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group March 2014 - Present
Brownstone Investment Group January 2012 - February 2014
UBS August 2009 - December 2011
Barclays Capital May 2006 - October 2008
Goldman Sachs August 1996 - May 2006
Merrill Lynch August 1992 - August 1994
Skills
Fixed Income, Hedge Funds, Series 7, Equities, Electronic Trading, Financial Modeling, Trading, Trading Systems, Series 63, Bonds, Securities, Capital Markets, Alternative Investments, Investment Banking, Emerging Markets, Bloomberg, Derivatives, Valuation, Private Equity, Portfolio Management
Education
Anderson School at UCLA 1994 — 1996
Master of Business Administration (MBA), Finance, General
Duke University 1988 — 1992
Bachelor of Arts (B.A.), Economics
The Blackstone Group March 2014 - Present
Brownstone Investment Group January 2012 - February 2014
UBS August 2009 - December 2011
Barclays Capital May 2006 - October 2008
Goldman Sachs August 1996 - May 2006
Merrill Lynch August 1992 - August 1994
Skills
Fixed Income, Hedge Funds, Series 7, Equities, Electronic Trading, Financial Modeling, Trading, Trading Systems, Series 63, Bonds, Securities, Capital Markets, Alternative Investments, Investment Banking, Emerging Markets, Bloomberg, Derivatives, Valuation, Private Equity, Portfolio Management
Education
Anderson School at UCLA 1994 — 1996
Master of Business Administration (MBA), Finance, General
Duke University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Theron Cody's UBS Experience March 1998 - April 2009
Job CFO at Paid Search Pros
Industry Marketing and Advertising
Experience
Paid Search Pros April 2009 - Present
UBS March 1998 - April 2009
Ernst & Young September 1988 - March 1998
Skills
Finance, Executive Management
Education
Duke Fuqua School of Business
Master of Business Administration (MBA), Finance, General
UNC Chapel Hill
Bachelor of Science (B.S.), Biology, General
Paid Search Pros April 2009 - Present
UBS March 1998 - April 2009
Ernst & Young September 1988 - March 1998
Skills
Finance, Executive Management
Education
Duke Fuqua School of Business
Master of Business Administration (MBA), Finance, General
UNC Chapel Hill
Bachelor of Science (B.S.), Biology, General
George Lupton III's UBS Experience February 2005 - March 2011
Job SVP at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow March 2011 - Present
UBS February 2005 - March 2011
Education
East Carolina University - College of Business 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
BB&T Scott & Stringfellow March 2011 - Present
UBS February 2005 - March 2011
Education
East Carolina University - College of Business 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.