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
Meng Wei, MBA FRM Meng Wei, MBA FRM's UBS Experience September 2012 - December 2012
Job Managing Director
Industry Financial Services
Experience
WEISGC May 2014 - Present
Dory Ventures, LLC March 2013 - May 2014
UBS September 2012 - December 2012
Huaxia Bank, China April 2011 - June 2011
China Minsheng Banking Corp.ltd June 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Access, Portfolio Management, Microsoft Office, Market Research, Navision, Matlab, Statistical Data..., Data Mining, Web Development, Economics, Financial Modeling, Risk Management, QuickBooks, NetSuite, PHP, Web Applications, Python, SQL
Education
University of Bridgeport 2011 — 2012
Master of Business Administration, Finance
Eastern New Mexico University 2008 — 2011
Bachelor of Business Administration, Finance
Sichuan University 2007 — 2011
Bachelor of Economics, International Economics and Trade
WEISGC May 2014 - Present
Dory Ventures, LLC March 2013 - May 2014
UBS September 2012 - December 2012
Huaxia Bank, China April 2011 - June 2011
China Minsheng Banking Corp.ltd June 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Access, Portfolio Management, Microsoft Office, Market Research, Navision, Matlab, Statistical Data..., Data Mining, Web Development, Economics, Financial Modeling, Risk Management, QuickBooks, NetSuite, PHP, Web Applications, Python, SQL
Education
University of Bridgeport 2011 — 2012
Master of Business Administration, Finance
Eastern New Mexico University 2008 — 2011
Bachelor of Business Administration, Finance
Sichuan University 2007 — 2011
Bachelor of Economics, International Economics and Trade
Daniel Gasik's UBS Experience September 2012 - January 2013
Job Senior Analyst, Pension Fund Accounting at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2014 - Present
Northern Trust July 2013 - September 2014
UBS September 2012 - January 2013
Skills
Conflict Resolution, Word, Excel, Microsoft Office, PowerPoint, Communication, Teamwork Leadership, Organizing, Negotiation, Training & Development, Mediation, Microsoft Excel, Employee Training, Microsoft Word, Analysis, Financial Reporting, Time Management
Education
University of Illinois at Chicago 2011 — 2013
Bachelor of Science in Management, Certificate in Entrepreneurial Studies, Management, 3.61
Elgin Community College 2009 — 2011
Associate in Science, Business, Management, Accounting, 3.662
Northern Trust September 2014 - Present
Northern Trust July 2013 - September 2014
UBS September 2012 - January 2013
Skills
Conflict Resolution, Word, Excel, Microsoft Office, PowerPoint, Communication, Teamwork Leadership, Organizing, Negotiation, Training & Development, Mediation, Microsoft Excel, Employee Training, Microsoft Word, Analysis, Financial Reporting, Time Management
Education
University of Illinois at Chicago 2011 — 2013
Bachelor of Science in Management, Certificate in Entrepreneurial Studies, Management, 3.61
Elgin Community College 2009 — 2011
Associate in Science, Business, Management, Accounting, 3.662
Ashley Haddy Ashley Haddy's UBS Experience August 2011 - December 2011
Job Accounting Manager at Pinnacle EMS ★ Engaged Entrepreneur ► Identifying Solutions to Increase Business Efficiency
Industry Environmental Services
Experience
Pinnacle Environmental Management Support June 2013 - Present
Powell Manor July 2012 - May 2013
Elon University Office of Admissions June 2012 - May 2013
UBS August 2011 - December 2011
OneHope 2008 - 2009
Pinnacle Environmental Management Support 2007 - 2009
Skills
Event Planning, Microsoft Office, PowerPoint, Social Media Marketing, Project Management, Networking, Public Speaking, QuickBooks, Social Entrepreneurship, Market Research, Competitive Analysis, Datatel, Fortis, Office Administration, Social Media
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
Pinnacle Environmental Management Support June 2013 - Present
Powell Manor July 2012 - May 2013
Elon University Office of Admissions June 2012 - May 2013
UBS August 2011 - December 2011
OneHope 2008 - 2009
Pinnacle Environmental Management Support 2007 - 2009
Skills
Event Planning, Microsoft Office, PowerPoint, Social Media Marketing, Project Management, Networking, Public Speaking, QuickBooks, Social Entrepreneurship, Market Research, Competitive Analysis, Datatel, Fortis, Office Administration, Social Media
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
Mike Mumford Mike Mumford's UBS Experience April 1988 - Present
Job Vice PresidentWealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS April 1988 - Present
Education
Eastern Washington University 1977 — 1981
BS, Finance/Economics
UBS April 1988 - Present
Education
Eastern Washington University 1977 — 1981
BS, Finance/Economics
Joyce Huan Joyce Huan's UBS Experience August 2011 - July 2012
Job Financial Analyst
Industry Financial Services
Experience
UBS August 2011 - July 2012
L'Oréal September 2010 - March 2011
Ping An Insurance Group July 2009 - December 2009
GE Healthcare August 2008 - January 2009
Skills
Asset Management, Financial Reporting, Bloomberg, Financial Statement..., Equity Research, Strategic Financial..., Capital IQ, Portfolio Optimization, Valuation Modeling, Operating Budgets, Monthly Closing, Written & Oral..., Intercultural..., Oracle Applications, SAP ERP, Business Objects, Corporate Finance, Financial Modeling, Financial Analysis, Business Strategy, Investment Banking
Education
ESSEC - ESSEC Business School 2007 — 2011
Master of Business Administration (MBA), Finance
UNC Kenan-Flagler Business School 2010 — 2010
MBA Exchange, Finance
Shanghai Institute of Foreign Trade 2003 — 2007
Bachelor's Degree, French, International Trade, GPA 3.8
UBS August 2011 - July 2012
L'Oréal September 2010 - March 2011
Ping An Insurance Group July 2009 - December 2009
GE Healthcare August 2008 - January 2009
Skills
Asset Management, Financial Reporting, Bloomberg, Financial Statement..., Equity Research, Strategic Financial..., Capital IQ, Portfolio Optimization, Valuation Modeling, Operating Budgets, Monthly Closing, Written & Oral..., Intercultural..., Oracle Applications, SAP ERP, Business Objects, Corporate Finance, Financial Modeling, Financial Analysis, Business Strategy, Investment Banking
Education
ESSEC - ESSEC Business School 2007 — 2011
Master of Business Administration (MBA), Finance
UNC Kenan-Flagler Business School 2010 — 2010
MBA Exchange, Finance
Shanghai Institute of Foreign Trade 2003 — 2007
Bachelor's Degree, French, International Trade, GPA 3.8
Natasha Wampach's UBS Experience 2003 - 2004
Job Senior Manager, Operations Innovation at DaVita
Industry Hospital & Health Care
Experience
DaVita April 2015 - Present
McKesson December 2012 - August 2014
Triage Consulting Group January 2005 - December 2012
UBS 2003 - 2004
Sanofi-Aventis 2003 - 2003
Skills
Healthcare, Healthcare Consulting, Managed Care, Pharmaceutical Industry, Cross-functional Team..., Management Consulting, Program Management, Financial Analysis, Hospitals, Product Management, Revenue Cycle, HIPAA, Leadership, Healthcare Industry, Revenue Cycle Management, Pricing, Analytics, Health Insurance, Medicare, Business Strategy, Project Management, Access, Contract Negotiation, Marketing Strategy
Education
University of San Francisco
Bachelor of Science (BS), International Business
IECS - The Strasbourg Graduate School of Management
Marketing, Financial Management
DaVita April 2015 - Present
McKesson December 2012 - August 2014
Triage Consulting Group January 2005 - December 2012
UBS 2003 - 2004
Sanofi-Aventis 2003 - 2003
Skills
Healthcare, Healthcare Consulting, Managed Care, Pharmaceutical Industry, Cross-functional Team..., Management Consulting, Program Management, Financial Analysis, Hospitals, Product Management, Revenue Cycle, HIPAA, Leadership, Healthcare Industry, Revenue Cycle Management, Pricing, Analytics, Health Insurance, Medicare, Business Strategy, Project Management, Access, Contract Negotiation, Marketing Strategy
Education
University of San Francisco
Bachelor of Science (BS), International Business
IECS - The Strasbourg Graduate School of Management
Marketing, Financial Management
Cindy Konieczny Cindy Konieczny's UBS Experience June 2014 - Present
Job Client Service Associate at UBS
Industry Retail
Experience
UBS June 2014 - Present
Swarovski October 2011 - June 2014
American Eagle Outfitters August 2007 - April 2012
Claires August 2006 - November 2007
Skills
Marketing, Sales, Visual Merchandising, Merchandising, Loss Prevention, Retail, Fashion, Product Marketing, Store Operations, Apparel, Driving Results, Management, Retail Sales, Microsoft Office, Teamwork, Inventory Management
Education
Elmhurst College 2010 — 2012
Bachelor of Science (BS), Marketing
Harper College 2008 — 2010
Associate of ScienceGraduated, 2010
UBS June 2014 - Present
Swarovski October 2011 - June 2014
American Eagle Outfitters August 2007 - April 2012
Claires August 2006 - November 2007
Skills
Marketing, Sales, Visual Merchandising, Merchandising, Loss Prevention, Retail, Fashion, Product Marketing, Store Operations, Apparel, Driving Results, Management, Retail Sales, Microsoft Office, Teamwork, Inventory Management
Education
Elmhurst College 2010 — 2012
Bachelor of Science (BS), Marketing
Harper College 2008 — 2010
Associate of ScienceGraduated, 2010
Diana Scholtes Diana Scholtes's UBS Experience February 2002 - March 2003
Job Managing Director, Renewable Energy Sales & Origination
Industry Renewables & Environment
Experience
Iberdrola February 2007 - Present
PacifiCorp December 2004 - February 2007
UBS February 2002 - March 2003
Enron August 1997 - February 2002
Portland General Electric February 1995 - August 1997
BPA March 1992 - February 1995
Skills
Renewable Energy, Energy, Contract Negotiation, Energy Markets, Forecasting, Hedging, Commodity Markets, Commodity, Strategy, Portfolio Management, Risk Management, Natural Gas, Strategic Planning, Wind, Project Finance, Business Strategy, Power Generation, Trading, Power Trading, Financial Analysis, Loan Origination, Financial Modeling, Asset Management, Contract Management, Negotiation, Alternative Energy, Energy Policy, Electricity Markets
Education
ESADE Business & Law School 2012 — 2013
Executive Management Program, Madrid, Spain
Iberdrola February 2007 - Present
PacifiCorp December 2004 - February 2007
UBS February 2002 - March 2003
Enron August 1997 - February 2002
Portland General Electric February 1995 - August 1997
BPA March 1992 - February 1995
Skills
Renewable Energy, Energy, Contract Negotiation, Energy Markets, Forecasting, Hedging, Commodity Markets, Commodity, Strategy, Portfolio Management, Risk Management, Natural Gas, Strategic Planning, Wind, Project Finance, Business Strategy, Power Generation, Trading, Power Trading, Financial Analysis, Loan Origination, Financial Modeling, Asset Management, Contract Management, Negotiation, Alternative Energy, Energy Policy, Electricity Markets
Education
ESADE Business & Law School 2012 — 2013
Executive Management Program, Madrid, Spain
Shelly Ferrone Shelly Ferrone's UBS Experience February 2003 - Present
Job CFP, Account Vice Pres at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS February 2003 - Present
Merrill Lynch March 1985 - February 2003
Education
Emory University
BA, Sociology & Psychology
University of Central Florida - College of Business Administration
MBA, business
UBS February 2003 - Present
Merrill Lynch March 1985 - February 2003
Education
Emory University
BA, Sociology & Psychology
University of Central Florida - College of Business Administration
MBA, business
Michele Ferrone Michele Ferrone's UBS Experience February 2003 - Present
Job CFP(r), Account Vice President at UBS
Industry Financial Services
Experience
UBS February 2003 - Present
Merrill Lynch April 1985 - February 2003
Education
University of Central Florida 1980 — 1982
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Emory University 1964 — 1968
Bachelor of Arts (BA), Sociologya
UBS February 2003 - Present
Merrill Lynch April 1985 - February 2003
Education
University of Central Florida 1980 — 1982
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Emory University 1964 — 1968
Bachelor of Arts (BA), Sociologya
Prosper Shaked's UBS Experience June 2009 - August 2009
Job Assistant State Attorney at MiamiDade State Attorney's Office
Industry Law Practice
Experience
Miami-Dade State Attorney's Office August 2014 - Present
Miami-Dade State Attorney's Office January 2014 - April 2014
Miami-Dade State Attorney's Office August 2013 - November 2013
Miami-Dade State Attorney's Office May 2013 - August 2013
Shaked Law Firm, P.A. June 2011 - May 2013
UBS June 2009 - August 2009
Skills
Research, Teamwork, Public Speaking, Team Leadership, Legal Writing, Legal Research, Westlaw, Trials, Litigation, Criminal Law, Real Estate, Appeals
Education
University of Miami School of Law 2011 — 2014
Doctor of Law (J.D.)
Emory University - Goizueta Business School 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Marketing
Miami Country Day School 2000 — 2007
High School
Miami-Dade State Attorney's Office August 2014 - Present
Miami-Dade State Attorney's Office January 2014 - April 2014
Miami-Dade State Attorney's Office August 2013 - November 2013
Miami-Dade State Attorney's Office May 2013 - August 2013
Shaked Law Firm, P.A. June 2011 - May 2013
UBS June 2009 - August 2009
Skills
Research, Teamwork, Public Speaking, Team Leadership, Legal Writing, Legal Research, Westlaw, Trials, Litigation, Criminal Law, Real Estate, Appeals
Education
University of Miami School of Law 2011 — 2014
Doctor of Law (J.D.)
Emory University - Goizueta Business School 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Marketing
Miami Country Day School 2000 — 2007
High School
Katherine Kortum Katherine Kortum's UBS Experience February 2008 - May 2008
Job Health Systems Manager, Hospitals, American Cancer Society
Industry Nonprofit Organization Management
Experience
American Cancer Society September 2013 - Present
American Cancer Society December 2011 - September 2013
Susquehanna Trust & Investment Company November 2008 - December 2011
UBS February 2008 - May 2008
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2008
BA, Economics
American Cancer Society September 2013 - Present
American Cancer Society December 2011 - September 2013
Susquehanna Trust & Investment Company November 2008 - December 2011
UBS February 2008 - May 2008
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2008
BA, Economics
Eric Thevenot Eric Thevenot's UBS Experience 1997 - 1999
Job Owner, BLEND INTERIORS
Industry Furniture
Experience
BLEND INTERIORS 2003 - Present
A.T. KEARNEY 2001 - 2003
UBS 1997 - 1999
Invest in France Agency 1995 - 1997
Skills
Interior Design, Strategy, Entrepreneurship, Furniture, Art, Market Research, Fine Art, Business Strategy, French, Management Consulting, Investments, Start-ups
Education
INSEAD 2000 — 2001
MBA, Entrepreneurship
ESCP Europe 1991 — 1995
Bachelor of Business Administration (B.B.A.), Strategy, Finance
Henri IV
BLEND INTERIORS 2003 - Present
A.T. KEARNEY 2001 - 2003
UBS 1997 - 1999
Invest in France Agency 1995 - 1997
Skills
Interior Design, Strategy, Entrepreneurship, Furniture, Art, Market Research, Fine Art, Business Strategy, French, Management Consulting, Investments, Start-ups
Education
INSEAD 2000 — 2001
MBA, Entrepreneurship
ESCP Europe 1991 — 1995
Bachelor of Business Administration (B.B.A.), Strategy, Finance
Henri IV
Lee Goodin Lee Goodin's UBS Experience December 2012 - October 2014
Job Finance
Industry Financial Services
Experience
Vanguard August 2015 - Present
UBS December 2012 - October 2014
Edward Jones 2012 - 2012
Barton Associates Inc. October 2010 - June 2011
Skills
Series 7, Series 66, Customer Service, Finance, Leadership, Sales, Investments, Microsoft Office, Marketing, Management, Team Building, Financial Analysis
Education
Eastern Connecticut State University
Bachelors of General Studies, Concentration in Business and Math
Vanguard August 2015 - Present
UBS December 2012 - October 2014
Edward Jones 2012 - 2012
Barton Associates Inc. October 2010 - June 2011
Skills
Series 7, Series 66, Customer Service, Finance, Leadership, Sales, Investments, Microsoft Office, Marketing, Management, Team Building, Financial Analysis
Education
Eastern Connecticut State University
Bachelors of General Studies, Concentration in Business and Math
Alexandra Kunkel Alexandra Kunkel's UBS Experience January 2011 - May 2011
Job Customer Reference Manager at SAP
Industry Computer Software
Experience
SAP September 2014 - Present
SAP June 2012 - September 2014
SAP July 2011 - June 2012
UBS January 2011 - May 2011
Education
Elon University 2007 — 2011
Bachelor of Science, International Business
University of International Business and Economics 2010 — 2010
Study Abroad Program, The Beijing Center for Chinese Studies
SAP September 2014 - Present
SAP June 2012 - September 2014
SAP July 2011 - June 2012
UBS January 2011 - May 2011
Education
Elon University 2007 — 2011
Bachelor of Science, International Business
University of International Business and Economics 2010 — 2010
Study Abroad Program, The Beijing Center for Chinese Studies
Brett Isaac Brett Isaac's UBS Experience May 2013 - May 2013
Job Forensic and Valuation Services Grant Thornton
Industry Financial Services
Experience
Grant Thornton LLP June 2014 - Present
Esquire Bank May 2013 - Present
UBS May 2013 - May 2013
Lawrence Woodmere Academy June 2010 - August 2010
Edelman Krasin and Jaye March 2010 - June 2010
Skills
Microsoft Excel, PowerPoint development, Investing, Accounting, Equity Research, Capital Markets
Education
Goizueta Business School, Emory University 2011 — 2015
Grant Thornton LLP June 2014 - Present
Esquire Bank May 2013 - Present
UBS May 2013 - May 2013
Lawrence Woodmere Academy June 2010 - August 2010
Edelman Krasin and Jaye March 2010 - June 2010
Skills
Microsoft Excel, PowerPoint development, Investing, Accounting, Equity Research, Capital Markets
Education
Goizueta Business School, Emory University 2011 — 2015
Christian Adamczyk Christian Adamczyk's UBS Experience August 2015 - Present
Job Group Internal Audit Market Risk and Valuation Control Audit at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
UBS February 2013 - August 2015
UBS February 2012 - August 2013
UBS February 2012 - January 2013
Skills
Financial Analysis, Internal Audit, Data Analysis, Derivatives, Financial Markets, Operational Risk, Capital Markets
Education
Ecole polytechnique fédérale de Lausanne 2009 — 2011
Master of Science (MSc)
University of California, Irvine 2011 — 2011
Master Thesis at BioMEMS Research Group
Ecole polytechnique fédérale de Lausanne 2006 — 2009
Bachelor of Science (BSc)
Lycée-Collège des Creusets, Sion 2001 — 2006
Swiss Federal Maturity
UBS August 2015 - Present
UBS February 2013 - August 2015
UBS February 2012 - August 2013
UBS February 2012 - January 2013
Skills
Financial Analysis, Internal Audit, Data Analysis, Derivatives, Financial Markets, Operational Risk, Capital Markets
Education
Ecole polytechnique fédérale de Lausanne 2009 — 2011
Master of Science (MSc)
University of California, Irvine 2011 — 2011
Master Thesis at BioMEMS Research Group
Ecole polytechnique fédérale de Lausanne 2006 — 2009
Bachelor of Science (BSc)
Lycée-Collège des Creusets, Sion 2001 — 2006
Swiss Federal Maturity
Daniel Spillane Daniel Spillane's UBS Experience September 2012 - December 2012
Job BrockwaySmith Co
Industry Building Materials
Experience
UBS Wealth Management September 2012 - Present
UBS September 2012 - December 2012
Brockway-Smith Co August 2012 - August 2012
Pickering Wharf Marina May 2008 - August 2011
Salem Waterfront Hotel May 2008 - August 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Market Research, Financial Reporting, Social Media, Research, Customer Service, Access, Analysis, Finance, Management, Sales, Teamwork, Data Analysis, Investments
Education
Elon University 2009 — 2013
Bachelor of Science (BS), Finance
Elon University 2009 — 2013
Bachelor of Science, Business Administration; Finance
UBS Wealth Management September 2012 - Present
UBS September 2012 - December 2012
Brockway-Smith Co August 2012 - August 2012
Pickering Wharf Marina May 2008 - August 2011
Salem Waterfront Hotel May 2008 - August 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Market Research, Financial Reporting, Social Media, Research, Customer Service, Access, Analysis, Finance, Management, Sales, Teamwork, Data Analysis, Investments
Education
Elon University 2009 — 2013
Bachelor of Science (BS), Finance
Elon University 2009 — 2013
Bachelor of Science, Business Administration; Finance
Jay Myers Jay Myers's UBS Experience June 2005 - August 2005
Job Director, Gartner Invest
Industry Financial Services
Experience
Gartner April 2015 - Present
Wunderlich Securities December 2013 - March 2015
Lazard August 2011 - December 2013
Soleil Securities March 2010 - August 2011
Oppenheimer & Co. Inc. July 2007 - March 2010
Cypress Capital Group June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Equity Research, Series 7, Securities, Investments, Equity Trading, Series 63, Equity Capital Markets, Research, Equities, Capital Markets, Hedge Funds, Management, Bloomberg, Valuation, Institutional..., Financial Modeling, Fixed Income
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2007
B.S. Business Administration, Finance
Elon University
Bachelor of Science (B.S.), Business Administration (Finance)
Gartner April 2015 - Present
Wunderlich Securities December 2013 - March 2015
Lazard August 2011 - December 2013
Soleil Securities March 2010 - August 2011
Oppenheimer & Co. Inc. July 2007 - March 2010
Cypress Capital Group June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Equity Research, Series 7, Securities, Investments, Equity Trading, Series 63, Equity Capital Markets, Research, Equities, Capital Markets, Hedge Funds, Management, Bloomberg, Valuation, Institutional..., Financial Modeling, Fixed Income
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2007
B.S. Business Administration, Finance
Elon University
Bachelor of Science (B.S.), Business Administration (Finance)
Terri-Ann Lindo, MBA Terri-Ann Lindo, MBA's UBS Experience February 2002 - May 2005
Job Financial Consultant / Registered Investment Adviser ★INVEST WITH PURPOSE★
Industry Financial Services
Experience
Brown & Haught Financial Group, Inc. November 2013 - Present
Raymond James Financial Inc. November 2011 - November 2013
Raymond James Financial, Inc. May 2005 - November 2011
UBS February 2002 - May 2005
Raymond James Financial Inc. September 1995 - February 2002
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Florida 1993 — 1995
Bachelor of Science (B.S.), Finance and Financial Management Services
Edison Community College 1991 — 1993
Associate of Arts (A.A.), Business Administration and Management, General
Miami Norland Senior HS
High School Diploma
Brown & Haught Financial Group, Inc. November 2013 - Present
Raymond James Financial Inc. November 2011 - November 2013
Raymond James Financial, Inc. May 2005 - November 2011
UBS February 2002 - May 2005
Raymond James Financial Inc. September 1995 - February 2002
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Florida 1993 — 1995
Bachelor of Science (B.S.), Finance and Financial Management Services
Edison Community College 1991 — 1993
Associate of Arts (A.A.), Business Administration and Management, General
Miami Norland Senior HS
High School Diploma
Brady Storhoff Brady Storhoff's UBS Experience July 2015 - Present
Job Branch Examiner at UBS
Industry Financial Services
Experience
UBS July 2015 - Present
UBS Wealth Management February 2014 - July 2015
Edgewood College April 2014 - May 2015
Edgewood College May 2013 - May 2015
Education
Edgewood College 2011 — 2015
Bachelor of Science, Business Management and Finance
UBS July 2015 - Present
UBS Wealth Management February 2014 - July 2015
Edgewood College April 2014 - May 2015
Edgewood College May 2013 - May 2015
Education
Edgewood College 2011 — 2015
Bachelor of Science, Business Management and Finance
Emilee Guderyon Emilee Guderyon's UBS Experience January 2012 - March 2013
Job Account Executive at image.works financial
Industry Marketing and Advertising
Experience
image.works financial August 2014 - Present
Golf Galaxy April 2011 - Present
Callaway Golf April 2013 - July 2014
Laser Link Golf February 2013 - July 2014
UBS January 2012 - March 2013
Killarney Golf Media August 2011 - January 2012
Freeport Country Club April 2007 - June 2011
Skills
Social Media, Facebook, Sales, Social Media Marketing, Marketing, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Event Management, Marketing Strategy, Retail, Public Relations, Advertising, Email Marketing, Product Development, Social Networking
Education
Edgewood College 2009 — 2013
Bachelor of Science (BS), Business/Corporate Communications
image.works financial August 2014 - Present
Golf Galaxy April 2011 - Present
Callaway Golf April 2013 - July 2014
Laser Link Golf February 2013 - July 2014
UBS January 2012 - March 2013
Killarney Golf Media August 2011 - January 2012
Freeport Country Club April 2007 - June 2011
Skills
Social Media, Facebook, Sales, Social Media Marketing, Marketing, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Event Management, Marketing Strategy, Retail, Public Relations, Advertising, Email Marketing, Product Development, Social Networking
Education
Edgewood College 2009 — 2013
Bachelor of Science (BS), Business/Corporate Communications
Geraldine (Deenie) Schlass's UBS Experience July 2013 - August 2013
Job Sales & Trading Analyst at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
Emory University Goizueta Business School January 2014 - May 2015
Citi June 2014 - August 2014
UBS July 2013 - August 2013
Morgan Stanley March 2013 - March 2013
Mount Sinai Adolescent Health Center June 2012 - August 2012
K.I.D.S. Foundation August 2009 - August 2009
Skills
Microsoft Excel, Research, Bloomberg, Data Analysis
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Arabic, Cumulative GPA 3.85/4.00
University of Economics Prague 2013 — 2013
Northfield Mount Hermon School 2007 — 2011
High School Diploma
Citi June 2015 - Present
Emory University Goizueta Business School January 2014 - May 2015
Citi June 2014 - August 2014
UBS July 2013 - August 2013
Morgan Stanley March 2013 - March 2013
Mount Sinai Adolescent Health Center June 2012 - August 2012
K.I.D.S. Foundation August 2009 - August 2009
Skills
Microsoft Excel, Research, Bloomberg, Data Analysis
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Arabic, Cumulative GPA 3.85/4.00
University of Economics Prague 2013 — 2013
Northfield Mount Hermon School 2007 — 2011
High School Diploma
Nicole Miles Nicole Miles's UBS Experience December 2012 - February 2013
Job Intern at UTC Aerospace Systems
Industry Investment Banking
Experience
UTC Aerospace Systems May 2013 - Present
UBS December 2012 - February 2013
Skills
Mathematics, Mathematica, LaTeX, Java, Analysis, Financial Analysis, Account Reconciliation, Microsoft Excel, JD Edwards
Education
Elon University 2011 — 2015
Bachelor of Arts (B.A.), Pure Mathematics
UTC Aerospace Systems May 2013 - Present
UBS December 2012 - February 2013
Skills
Mathematics, Mathematica, LaTeX, Java, Analysis, Financial Analysis, Account Reconciliation, Microsoft Excel, JD Edwards
Education
Elon University 2011 — 2015
Bachelor of Arts (B.A.), Pure Mathematics
Christian Grant Christian Grant's UBS Experience September 2012 - January 2013
Job Investment Professional at K1 Investment Management
Industry Venture Capital & Private Equity
Experience
K1 Investment Management April 2015 - Present
Colony Capital June 2013 - August 2013
UBS September 2012 - January 2013
SinoLatin Capital June 2012 - July 2012
First Team Real Estate June 2011 - August 2011
Skills
Market Research, Market Analysis, Investments, Marketing, Analysis, Strategy, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media
Education
University of Southern California - Marshall School of Business
Bachelor of Business Administration (BBA), Finance, and Entrepreneurship, 3.62
ESADE Business & Law School 2013 — 2013
K1 Investment Management April 2015 - Present
Colony Capital June 2013 - August 2013
UBS September 2012 - January 2013
SinoLatin Capital June 2012 - July 2012
First Team Real Estate June 2011 - August 2011
Skills
Market Research, Market Analysis, Investments, Marketing, Analysis, Strategy, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media
Education
University of Southern California - Marshall School of Business
Bachelor of Business Administration (BBA), Finance, and Entrepreneurship, 3.62
ESADE Business & Law School 2013 — 2013
Alexander Tingle's UBS Experience June 2012 - August 2012
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
UBS June 2012 - August 2012
CIBC World Markets July 2010 - August 2011
Education
Boston College 2010 — 2014
B.S., Carroll School of Management Honors Program
ESCP Europe 2012 — 2012
Master's in Management Program, Study Abroad
Assumption College Catholic High School 2006 — 2010
International Baccalaureate Diploma
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
UBS June 2012 - August 2012
CIBC World Markets July 2010 - August 2011
Education
Boston College 2010 — 2014
B.S., Carroll School of Management Honors Program
ESCP Europe 2012 — 2012
Master's in Management Program, Study Abroad
Assumption College Catholic High School 2006 — 2010
International Baccalaureate Diploma
Carter Leidy Carter Leidy's UBS Experience June 2014 - March 2015
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Archbold Biological Station January 1995 - Present
UBS June 2014 - March 2015
ExpressJet Airlines January 2001 - June 2014
US Army National Guard December 1996 - December 2005
Skills
Aircraft, Aviation, Commercial Aviation, Flights, Piloting, Airlines, Aerospace, Army
Education
Embry Riddle Aeronautical University-Worldwide 2000 — 2007
Masters of Aeronautical Science, Aeronautics/Aviation/Aerospace Science and Technology, General
Flight Safety Academy Vero Beach 1999 — 2001
Commercial flight rating, Aviation
Penn State University 1989 — 1993
Bachelor of Science (BS), Law
Malvern preparatory school 1986 — 1989
High school
Merrill Lynch March 2015 - Present
Archbold Biological Station January 1995 - Present
UBS June 2014 - March 2015
ExpressJet Airlines January 2001 - June 2014
US Army National Guard December 1996 - December 2005
Skills
Aircraft, Aviation, Commercial Aviation, Flights, Piloting, Airlines, Aerospace, Army
Education
Embry Riddle Aeronautical University-Worldwide 2000 — 2007
Masters of Aeronautical Science, Aeronautics/Aviation/Aerospace Science and Technology, General
Flight Safety Academy Vero Beach 1999 — 2001
Commercial flight rating, Aviation
Penn State University 1989 — 1993
Bachelor of Science (BS), Law
Malvern preparatory school 1986 — 1989
High school
Eric Liebendorfer's UBS Experience January 2010 - March 2010
Job Development Associate at Crescent Communities, LLC
Industry Commercial Real Estate
Experience
Crescent Communities, LLC October 2014 - Present
Grubb Properties June 2013 - October 2014
Grubb Properties September 2012 - May 2013
Grubb Properties February 2011 - September 2012
Grubb Properties July 2010 - February 2011
UBS January 2010 - March 2010
Pittsburgh Steelers July 2009 - August 2009
Skills
Property, Commercial Real Estate, Investments, Real Estate, Real Estate Development, Real Estate Economics, Location Intelligence, Real Estate Transactions, Leases, Property Management, Acquisitions, Investment Properties, Apartments, Asset Management
Education
Elon University 2006 — 2010
Woodberry
Woodberry Forest
Crescent Communities, LLC October 2014 - Present
Grubb Properties June 2013 - October 2014
Grubb Properties September 2012 - May 2013
Grubb Properties February 2011 - September 2012
Grubb Properties July 2010 - February 2011
UBS January 2010 - March 2010
Pittsburgh Steelers July 2009 - August 2009
Skills
Property, Commercial Real Estate, Investments, Real Estate, Real Estate Development, Real Estate Economics, Location Intelligence, Real Estate Transactions, Leases, Property Management, Acquisitions, Investment Properties, Apartments, Asset Management
Education
Elon University 2006 — 2010
Woodberry
Woodberry Forest
Annmarie Kostrowsky Annmarie Kostrowsky's UBS Experience 2012 - 2014
Job Looking for a new opportunity
Industry Financial Services
Experience
International Market Recruiters; New York, NY June 2015 - Present
UBS 2012 - 2014
UBS 2010 - January 2012
Leafstone Temp Agency 2009 - 2010
Pershing, a BNY Mellon company 1999 - 2009
Skills
Mutual Funds, Financial Services, Account Reconciliation, Trading, Back Office, Microsoft Excel, Banking, Securities, Asset Management, Risk Management, Microsoft Word, QuickBooks, PowerPoint
Education
Eastwick College 2014 — 2015
Computer Concepts and Applications (certificate), 3.83 GPA
Hudson County Community College 2011 — 2012
Hot Food Certificate & ServSafe Certificate, Culinary Arts/Chef Training, A
Pro Data, Inc 2010 — 2010
Certificate for Bookkeeping Package, Bookkeeping
Bayonne High School
Business
International Market Recruiters; New York, NY June 2015 - Present
UBS 2012 - 2014
UBS 2010 - January 2012
Leafstone Temp Agency 2009 - 2010
Pershing, a BNY Mellon company 1999 - 2009
Skills
Mutual Funds, Financial Services, Account Reconciliation, Trading, Back Office, Microsoft Excel, Banking, Securities, Asset Management, Risk Management, Microsoft Word, QuickBooks, PowerPoint
Education
Eastwick College 2014 — 2015
Computer Concepts and Applications (certificate), 3.83 GPA
Hudson County Community College 2011 — 2012
Hot Food Certificate & ServSafe Certificate, Culinary Arts/Chef Training, A
Pro Data, Inc 2010 — 2010
Certificate for Bookkeeping Package, Bookkeeping
Bayonne High School
Business
Philip Bacchus Philip Bacchus's UBS Experience October 2000 - August 2001
Job Director, Balance Sheet Management at Capital One
Industry Banking
Experience
Capital One February 2013 - Present
Capital One February 2009 - January 2013
Capital One December 2006 - January 2009
North Fork Bank October 2004 - November 2006
GreenPoint Bank January 2004 - September 2004
GreenPoint Bank July 2002 - December 2003
UBS October 2000 - August 2001
Advent Finishers July 1998 - August 2000
Skills
Banking, Portfolio Management, Treasury, Finance, ALM, Risk Management, Credit Risk, Valuation, Strategy, Due Diligence, Management, Bloomberg, Analytics, Acquisition Integration, Mergers & Acquisitions, Mortgage Lending, Cash Flow Forecasting, Business Planning, Residential Mortgages, QRM, Deposits, Funds Transfer Pricing
Education
Georgetown University - The McDonough School of Business
Master of Business Administration, International Business
ESADE Business School
Master of Business Administration, International Business
New York University - Leonard N. Stern School of Business
Bachelor of Science, Finance, International Business
Capital One February 2013 - Present
Capital One February 2009 - January 2013
Capital One December 2006 - January 2009
North Fork Bank October 2004 - November 2006
GreenPoint Bank January 2004 - September 2004
GreenPoint Bank July 2002 - December 2003
UBS October 2000 - August 2001
Advent Finishers July 1998 - August 2000
Skills
Banking, Portfolio Management, Treasury, Finance, ALM, Risk Management, Credit Risk, Valuation, Strategy, Due Diligence, Management, Bloomberg, Analytics, Acquisition Integration, Mergers & Acquisitions, Mortgage Lending, Cash Flow Forecasting, Business Planning, Residential Mortgages, QRM, Deposits, Funds Transfer Pricing
Education
Georgetown University - The McDonough School of Business
Master of Business Administration, International Business
ESADE Business School
Master of Business Administration, International Business
New York University - Leonard N. Stern School of Business
Bachelor of Science, Finance, International Business
Gian-Marco Frey Gian-Marco Frey's UBS Experience May 2010 - August 2010
Job IBD Strat at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2012 - Present
Goldman Sachs June 2011 - September 2011
UBS May 2010 - August 2010
Mirus Software AG January 2010 - April 2010
Bloomberg September 2009 - November 2009
frog style web engineering January 2000 - August 2009
Skills
Economics, Mathematics, Equity Derivatives, Statistics, Corporate Finance, Business Strategy, Private Equity, Entrepreneurial Finance, Computer Science, Information Systems, Information Retrieval, Search Algorithms, Finance, Investment Banking
Education
National University of Singapore 2012 — 2012
Master of Business Administration (MBA), Non-Graduating
University of St.Gallen 2010 — 2012
MA, Quantitative Economics and Finance
Eidgenössische Technische Hochschule Zürich 2006 — 2008
MSc, Computer Science
Eidgenössische Technische Hochschule Zürich 2003 — 2006
BSc, Computer Science
SAMD 1995 — 2002
Goldman Sachs June 2012 - Present
Goldman Sachs June 2011 - September 2011
UBS May 2010 - August 2010
Mirus Software AG January 2010 - April 2010
Bloomberg September 2009 - November 2009
frog style web engineering January 2000 - August 2009
Skills
Economics, Mathematics, Equity Derivatives, Statistics, Corporate Finance, Business Strategy, Private Equity, Entrepreneurial Finance, Computer Science, Information Systems, Information Retrieval, Search Algorithms, Finance, Investment Banking
Education
National University of Singapore 2012 — 2012
Master of Business Administration (MBA), Non-Graduating
University of St.Gallen 2010 — 2012
MA, Quantitative Economics and Finance
Eidgenössische Technische Hochschule Zürich 2006 — 2008
MSc, Computer Science
Eidgenössische Technische Hochschule Zürich 2003 — 2006
BSc, Computer Science
SAMD 1995 — 2002
Brian Rudolph's UBS Experience June 2011 - August 2011
Job CoFounder at Banza
Industry Food & Beverages
Experience
Banza February 2014 - Present
Venture For America April 2012 - Present
Quikly August 2012 - February 2014
UBS June 2011 - August 2011
NBC Universal June 2010 - August 2010
NotSomeKid.com February 2010 - February 2010
Skills
Entrepreneurship, Marketing, Analytics, Data Analysis, Financial Modeling, Venture Capital, Research, Social Media, Market Research, Spanish, Statistics, Economics, Start-ups, Valuation, Strategy, Financial Analysis, PowerPoint, Nonprofits, Public Speaking, Social Entrepreneurship
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance, International Business
Byram Hills High School 2004 — 2008
Banza February 2014 - Present
Venture For America April 2012 - Present
Quikly August 2012 - February 2014
UBS June 2011 - August 2011
NBC Universal June 2010 - August 2010
NotSomeKid.com February 2010 - February 2010
Skills
Entrepreneurship, Marketing, Analytics, Data Analysis, Financial Modeling, Venture Capital, Research, Social Media, Market Research, Spanish, Statistics, Economics, Start-ups, Valuation, Strategy, Financial Analysis, PowerPoint, Nonprofits, Public Speaking, Social Entrepreneurship
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance, International Business
Byram Hills High School 2004 — 2008
Bennett Smith Bennett Smith's UBS Experience October 2008 - Present
Job Financial Consultant at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. August 2013 - Present
UBS October 2008 - Present
Wachovia Securities Financial Network January 2008 - October 2008
Education
Elon University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
The Hill School 1999 — 2002
Graduate
Shady Side Academy 1996 — 1997
Stephens Inc. August 2013 - Present
UBS October 2008 - Present
Wachovia Securities Financial Network January 2008 - October 2008
Education
Elon University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
The Hill School 1999 — 2002
Graduate
Shady Side Academy 1996 — 1997
Susan Haas, CFP® Susan Haas, CFP®'s UBS Experience January 2001 - August 2005
Job Senior Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2014 - Present
McGee Wealth Management April 2012 - June 2014
Wells Fargo Advisors April 2007 - April 2012
Piper Jaffray August 2005 - April 2007
UBS January 2001 - August 2005
Education
Eastern Washington University 1995 — 1998
Bachelor of Science (B.S.), Community Health Education
RBC Wealth Management June 2014 - Present
McGee Wealth Management April 2012 - June 2014
Wells Fargo Advisors April 2007 - April 2012
Piper Jaffray August 2005 - April 2007
UBS January 2001 - August 2005
Education
Eastern Washington University 1995 — 1998
Bachelor of Science (B.S.), Community Health Education
William Taylor William Taylor's UBS Experience August 2007 - May 2008
Job Investment Banking Associate at Deutsche Bank
Industry Oil & Energy
Experience
Deutsche Bank July 2013 - Present
Frontier Utilities October 2012 - May 2013
Deutsche Bank June 2012 - August 2012
NextEra Energy Resources October 2010 - July 2011
NextEra Energy Resources June 2010 - October 2010
NextEra Energy Resources January 2010 - June 2010
NextEra Energy Resources June 2009 - December 2009
Triangle Capital Corporation September 2008 - December 2008
MF Global June 2008 - August 2008
UBS August 2007 - May 2008
Education
Jones Graduate School of Business, Rice University 2011 — 2013
MBA, Finance & Energy
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Bachelor of Science, Business Administration: Finance & Marketing
Deutsche Bank July 2013 - Present
Frontier Utilities October 2012 - May 2013
Deutsche Bank June 2012 - August 2012
NextEra Energy Resources October 2010 - July 2011
NextEra Energy Resources June 2010 - October 2010
NextEra Energy Resources January 2010 - June 2010
NextEra Energy Resources June 2009 - December 2009
Triangle Capital Corporation September 2008 - December 2008
MF Global June 2008 - August 2008
UBS August 2007 - May 2008
Education
Jones Graduate School of Business, Rice University 2011 — 2013
MBA, Finance & Energy
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Bachelor of Science, Business Administration: Finance & Marketing
John H. Carroll, CFP®'s UBS Experience 1996 - 2005
Job Financial Advisor, Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
Morgan Stanley Smith Barney LLC ("MSSB") 2005 - October 2013
UBS 1996 - 2005
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Alternative Investments, Equities, Finance
Education
Endicott College 2003 — 2004
Master of Business Administration (MBA), Business Administration
University of Massachusetts at Lowell 1987 — 1990
Bachelor of Science (BS), Marketing and Finance
stoneham High
Wells Fargo Advisors, LLC October 2013 - Present
Morgan Stanley Smith Barney LLC ("MSSB") 2005 - October 2013
UBS 1996 - 2005
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Alternative Investments, Equities, Finance
Education
Endicott College 2003 — 2004
Master of Business Administration (MBA), Business Administration
University of Massachusetts at Lowell 1987 — 1990
Bachelor of Science (BS), Marketing and Finance
stoneham High
Michael Panas Michael Panas's UBS Experience June 2005 - August 2005
Job Vice President at CIT Group Inc
Industry Financial Services
Experience
CIT Group Inc January 2013 - Present
CIT Group Inc May 2010 - January 2013
CIT Group Inc February 2008 - May 2010
CIT Group Inc June 2006 - February 2008
UBS June 2005 - August 2005
Skills
Structured Products, Fixed Income, Forecasting, Legal Review, Modeling, Corporate FP&A, Banking, Finance, Treasury Management, ABS, Financial Modeling, Securitization, Treasury, Structured Finance
Education
Elon University 2002 — 2006
Bachelor of Science (BS), Finance, General
CIT Group Inc January 2013 - Present
CIT Group Inc May 2010 - January 2013
CIT Group Inc February 2008 - May 2010
CIT Group Inc June 2006 - February 2008
UBS June 2005 - August 2005
Skills
Structured Products, Fixed Income, Forecasting, Legal Review, Modeling, Corporate FP&A, Banking, Finance, Treasury Management, ABS, Financial Modeling, Securitization, Treasury, Structured Finance
Education
Elon University 2002 — 2006
Bachelor of Science (BS), Finance, General
Ben Paige Ben Paige's UBS Experience June 2015 - Present
Job at
Industry Banking
Experience
UBS June 2015 - Present
UBS August 2013 - May 2015
Centerpoint, A Division of Oxford Global Resources October 2011 - August 2013
Skills
Project Management, Strategic Planning, Business Analysis, Technical Requirements..., Vendor Relationships, Negotiation, Systems Analysis, User Acceptance Testing, HTML, Management Consulting, Strategy, Software Documentation, Process Improvement, Screening, Management, Change Management, SDLC, CRM, Microsoft Office, Team Leadership, System Administration, Leadership, Analysis, Business Development, Team Building
Education
Endicott College 2007 — 2011
CIS, Information Technology
Macquarie University 2009 — 2009
Joel Barlow High School 2004 — 2007
UBS June 2015 - Present
UBS August 2013 - May 2015
Centerpoint, A Division of Oxford Global Resources October 2011 - August 2013
Skills
Project Management, Strategic Planning, Business Analysis, Technical Requirements..., Vendor Relationships, Negotiation, Systems Analysis, User Acceptance Testing, HTML, Management Consulting, Strategy, Software Documentation, Process Improvement, Screening, Management, Change Management, SDLC, CRM, Microsoft Office, Team Leadership, System Administration, Leadership, Analysis, Business Development, Team Building
Education
Endicott College 2007 — 2011
CIS, Information Technology
Macquarie University 2009 — 2009
Joel Barlow High School 2004 — 2007
Juan Carlos Portela Blanco Juan Carlos Portela Blanco's UBS Experience June 2013 - August 2013
Job Management Consulting Analyst at Accenture
Industry Management Consulting
Experience
Accenture August 2015 - Present
Pacorini Metals June 2014 - August 2014
UBS June 2013 - August 2013
TraFon Group Inc. May 2012 - August 2012
TraFon Group Inc. May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg, Financial Analysis, Financial Statement..., Accounting
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Economics & Finance
ESADE Business & Law School 2014 — 2014
Semester Exchange Program
Colegio San Ignacio de Loyola 2005 — 2011
High School
Accenture August 2015 - Present
Pacorini Metals June 2014 - August 2014
UBS June 2013 - August 2013
TraFon Group Inc. May 2012 - August 2012
TraFon Group Inc. May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg, Financial Analysis, Financial Statement..., Accounting
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Economics & Finance
ESADE Business & Law School 2014 — 2014
Semester Exchange Program
Colegio San Ignacio de Loyola 2005 — 2011
High School
David Angel David Angel's UBS Experience February 2006 - July 2006
Job Principal at 683 Capital Management
Industry Investment Management
Experience
683 Capital Management March 2015 - Present
Geode Capital November 2011 - March 2015
Goldman Sachs January 2008 - November 2011
Lehman Brothers May 2007 - July 2007
UBS February 2006 - July 2006
Citigroup July 2005 - February 2006
Skills
Derivatives, Equity Derivatives, Hedge Funds, Equities, Bonds, Trading, Volatility, Quantitative Finance, Bloomberg, Capital Markets, Portfolio Management, Options, Fixed Income, FX Options, Swaps, Commodity, Credit Derivatives, Structured Products, Equity Trading, Financial Markets, Alternative Investments, Quantitative Analytics, Trading Systems, Electronic Trading, Hedging, Mutual Funds, Proprietary Trading, Market Risk, CDO, Global Macro, Interest Rate..., Investment Banking, VBA, Bloomberg Terminal, Trading Strategies, Valuation
Education
New York University - Courant Institute 2006 — 2007
MS, Financial Maths
Ecole Nationale des Ponts et Chaussées 2003 — 2006
Diplome d'ingenieur, Applied Maths
Lycee Henri IV 2001 — 2003
683 Capital Management March 2015 - Present
Geode Capital November 2011 - March 2015
Goldman Sachs January 2008 - November 2011
Lehman Brothers May 2007 - July 2007
UBS February 2006 - July 2006
Citigroup July 2005 - February 2006
Skills
Derivatives, Equity Derivatives, Hedge Funds, Equities, Bonds, Trading, Volatility, Quantitative Finance, Bloomberg, Capital Markets, Portfolio Management, Options, Fixed Income, FX Options, Swaps, Commodity, Credit Derivatives, Structured Products, Equity Trading, Financial Markets, Alternative Investments, Quantitative Analytics, Trading Systems, Electronic Trading, Hedging, Mutual Funds, Proprietary Trading, Market Risk, CDO, Global Macro, Interest Rate..., Investment Banking, VBA, Bloomberg Terminal, Trading Strategies, Valuation
Education
New York University - Courant Institute 2006 — 2007
MS, Financial Maths
Ecole Nationale des Ponts et Chaussées 2003 — 2006
Diplome d'ingenieur, Applied Maths
Lycee Henri IV 2001 — 2003
Alden Wong Alden Wong's UBS Experience October 1996 - October 2001
Job Vice President, Futures & Options at J.P. Morgan Securities LLC
Industry Investment Banking
Experience
JP Morgan September 2007 - Present
HSBC Securities August 2002 - September 2007
JP Morgan October 2001 - August 2002
UBS October 1996 - October 2001
GL Trade February 2001 - August 2001
Banc of America Securities June 1989 - October 1996
Skills
Equities, Prime Brokerage, Options, Fixed Income, Derivatives, Trading Systems, Electronic Trading, Middle Office, Asset Management, Back Office, Banking, Bloomberg
Education
Elmhurst College 1985 — 1989
JP Morgan September 2007 - Present
HSBC Securities August 2002 - September 2007
JP Morgan October 2001 - August 2002
UBS October 1996 - October 2001
GL Trade February 2001 - August 2001
Banc of America Securities June 1989 - October 1996
Skills
Equities, Prime Brokerage, Options, Fixed Income, Derivatives, Trading Systems, Electronic Trading, Middle Office, Asset Management, Back Office, Banking, Bloomberg
Education
Elmhurst College 1985 — 1989
Steven Kocher, CFP® Steven Kocher, CFP®'s UBS Experience November 1987 - Present
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS November 1987 - Present
United States Army July 1976 - October 1987
Education
United States Military Academy at West Point 1978 — 1982
Bachelor of Science, Management
Embry-Riddle Aeronautical University 1986 — 1987
Business
United States Military Academy Prep School 1977 — 1978
Mathematics
Saint Paul High School 1972 — 1976
UBS November 1987 - Present
United States Army July 1976 - October 1987
Education
United States Military Academy at West Point 1978 — 1982
Bachelor of Science, Management
Embry-Riddle Aeronautical University 1986 — 1987
Business
United States Military Academy Prep School 1977 — 1978
Mathematics
Saint Paul High School 1972 — 1976
Ammar Hussain Ammar Hussain's UBS Experience October 2012 - May 2014
Job Sourcing Specialist Outsourcing and Offshoring
Industry Banking
Experience
Chain IQ Group AG May 2014 - Present
UBS October 2012 - May 2014
UBS Financial Services October 2011 - October 2012
West Corporation March 2010 - February 2011
Penn State University August 2008 - December 2009
Edinboro University of Pennsylvania January 2007 - December 2007
Edinboro University of Pennsylavnia August 2005 - December 2006
Taher Nawaz & Co June 2006 - August 2006
Skills
Leadership, Management, Analysis, Project Management, Training, Microsoft Office, Process Improvement, Research, Customer Service, Strategic Planning, Financial Analysis, Human Resources, Program Management, Recruiting, Data Analysis, Risk Management, Statistics, Accounting, Forecasting
Education
Pennsylvania State University-Erie Campus 2008 — 2009
MBA, Business Administration - GPA 3.85/4.0
Edinboro University of Pennsylvania 2004 — 2007
BSc, Business Administration - Financial Services GPA 3.3/4.0
Chain IQ Group AG May 2014 - Present
UBS October 2012 - May 2014
UBS Financial Services October 2011 - October 2012
West Corporation March 2010 - February 2011
Penn State University August 2008 - December 2009
Edinboro University of Pennsylvania January 2007 - December 2007
Edinboro University of Pennsylavnia August 2005 - December 2006
Taher Nawaz & Co June 2006 - August 2006
Skills
Leadership, Management, Analysis, Project Management, Training, Microsoft Office, Process Improvement, Research, Customer Service, Strategic Planning, Financial Analysis, Human Resources, Program Management, Recruiting, Data Analysis, Risk Management, Statistics, Accounting, Forecasting
Education
Pennsylvania State University-Erie Campus 2008 — 2009
MBA, Business Administration - GPA 3.85/4.0
Edinboro University of Pennsylvania 2004 — 2007
BSc, Business Administration - Financial Services GPA 3.3/4.0
Brian Katz Brian Katz's UBS Experience December 2005 - September 2008
Job Head of Private Banking Products & Sales Strategy for Wealth Management Group at Bank of the West, a BNP Paribas Company
Industry Banking
Experience
Bank of the West a BNP Paribas Company December 2011 - Present
Clark Consulting October 2008 - June 2011
UBS December 2005 - September 2008
MetLife Investors May 2001 - December 2005
Other April 1993 - May 2001
Skills
Wealth Management, Product Management, Change Management, Segmentation, P&L Management, Retirement Products, Private Banking, Mortgages, Client Experience, Client Engagement, Mass Affluent, Affluent, HNW, Product Marketing, Strategic Planning, Integrated Marketing, Business Development, Customer Experience, Customer Engagement, Mortgage Lending, B2B, Retirement, Credit, Financial Modeling, Marketing, Management, Business Strategy, Lead Generation, Financial Services, Banking, Executive Management, Marketing Strategy, Program Management, Marketing Management, Brand Management, Relationship Management, Team Building, Product Development, Insurance, Portfolio Management, Mergers & Acquisitions
Education
Emerson College 1996 — 2000
MFA
University of Southern California - Marshall School of Business 1991 — 1993
BS
Bank of the West a BNP Paribas Company December 2011 - Present
Clark Consulting October 2008 - June 2011
UBS December 2005 - September 2008
MetLife Investors May 2001 - December 2005
Other April 1993 - May 2001
Skills
Wealth Management, Product Management, Change Management, Segmentation, P&L Management, Retirement Products, Private Banking, Mortgages, Client Experience, Client Engagement, Mass Affluent, Affluent, HNW, Product Marketing, Strategic Planning, Integrated Marketing, Business Development, Customer Experience, Customer Engagement, Mortgage Lending, B2B, Retirement, Credit, Financial Modeling, Marketing, Management, Business Strategy, Lead Generation, Financial Services, Banking, Executive Management, Marketing Strategy, Program Management, Marketing Management, Brand Management, Relationship Management, Team Building, Product Development, Insurance, Portfolio Management, Mergers & Acquisitions
Education
Emerson College 1996 — 2000
MFA
University of Southern California - Marshall School of Business 1991 — 1993
BS
Mac Jacobs Mac Jacobs's UBS Experience September 2011 - December 2011
Job Regional Sales Manager at JeldWen
Industry Building Materials
Experience
Jeld-Wen April 2014 - Present
Jeld-Wen January 2013 - April 2014
UBS September 2011 - December 2011
Fundación Chile July 2011 - August 2011
CMPC May 2011 - July 2011
Skills
Financial Analysis, •Conversational Spanish, Portfolio Management, Bloomberg, Economics, Thompson One, Microsoft Office, Asset Managment, Data Analysis, Sales, Market Research, Management, Forecasting, Leadership, Inventory Management, PowerPoint, Asset Management, Public Speaking, Customer Service, Research
Education
Rollins College 2008 — 2012
Environmental Studies, Economics, Chemistry, 2012
Emory University 2010 — 2010
Chemistry, 2012
Jeld-Wen April 2014 - Present
Jeld-Wen January 2013 - April 2014
UBS September 2011 - December 2011
Fundación Chile July 2011 - August 2011
CMPC May 2011 - July 2011
Skills
Financial Analysis, •Conversational Spanish, Portfolio Management, Bloomberg, Economics, Thompson One, Microsoft Office, Asset Managment, Data Analysis, Sales, Market Research, Management, Forecasting, Leadership, Inventory Management, PowerPoint, Asset Management, Public Speaking, Customer Service, Research
Education
Rollins College 2008 — 2012
Environmental Studies, Economics, Chemistry, 2012
Emory University 2010 — 2010
Chemistry, 2012
Julio Leaty Julio Leaty's UBS Experience July 2015 - Present
Job Administrative Manager
Industry Financial Services
Experience
UBS July 2015 - Present
UBS Wealth Management April 2015 - July 2015
VALIC October 2012 - April 2015
Aflac March 2012 - October 2012
Merrill Lynch July 2007 - January 2012
Merrill Lynch October 2006 - July 2007
Merrill Lynch April 2006 - October 2006
Merrill Lynch January 2004 - April 2006
Merrill Lynch February 2003 - January 2004
Merrill Lynch March 2001 - January 2003
Skills
Portfolio Management, Investments, Financial Advisory, Hedge Funds, Customer Relations, Health Insurance, Term Life Insurance, Disability Insurance, Group Policy, Employee Benefits, Securities, Sales, Mutual Funds, Customer Service, Employee Training, Equities, Asset Allocation, Series 7, Risk Management, Series 63, Series 65, Finance, Retirement Planning, Strategy, Financial Services, Strategic Financial..., Wealth Management, FINRA, Alternative Investments, Financial Planning, Fixed Income
Education
University of Phoenix 2006 — 2010
BS, Business
Essex County College 2001 — 2002
Economics
Rutgers, The State University of New Jersey-Newark 1985 — 1990
Economics
UBS July 2015 - Present
UBS Wealth Management April 2015 - July 2015
VALIC October 2012 - April 2015
Aflac March 2012 - October 2012
Merrill Lynch July 2007 - January 2012
Merrill Lynch October 2006 - July 2007
Merrill Lynch April 2006 - October 2006
Merrill Lynch January 2004 - April 2006
Merrill Lynch February 2003 - January 2004
Merrill Lynch March 2001 - January 2003
Skills
Portfolio Management, Investments, Financial Advisory, Hedge Funds, Customer Relations, Health Insurance, Term Life Insurance, Disability Insurance, Group Policy, Employee Benefits, Securities, Sales, Mutual Funds, Customer Service, Employee Training, Equities, Asset Allocation, Series 7, Risk Management, Series 63, Series 65, Finance, Retirement Planning, Strategy, Financial Services, Strategic Financial..., Wealth Management, FINRA, Alternative Investments, Financial Planning, Fixed Income
Education
University of Phoenix 2006 — 2010
BS, Business
Essex County College 2001 — 2002
Economics
Rutgers, The State University of New Jersey-Newark 1985 — 1990
Economics
Chris Metcalf Chris Metcalf's UBS Experience March 2010 - September 2010
Job Customer Service Specialist at Franklin Templeton Investments
Industry Higher Education
Experience
Franklin Templeton Investments December 2013 - Present
Franklin Templeton Investments September 2013 - November 2013
Franklin Templeton Investments March 2012 - August 2013
Franklin Templeton Investments June 2011 - March 2012
UBS March 2010 - September 2010
Skills
Public Speaking, Microsoft Office, Loans, Customer Service, Microsoft Word, Microsoft Excel, Leadership, PowerPoint, Research, Strategic Planning
Education
Southeastern University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.72
Eckerd College 2007 — 2011
Business Administration, Finance, Leadership, and Management, 3.52
Franklin Templeton Investments December 2013 - Present
Franklin Templeton Investments September 2013 - November 2013
Franklin Templeton Investments March 2012 - August 2013
Franklin Templeton Investments June 2011 - March 2012
UBS March 2010 - September 2010
Skills
Public Speaking, Microsoft Office, Loans, Customer Service, Microsoft Word, Microsoft Excel, Leadership, PowerPoint, Research, Strategic Planning
Education
Southeastern University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.72
Eckerd College 2007 — 2011
Business Administration, Finance, Leadership, and Management, 3.52
Enrique Bonfils-Roberts Enrique Bonfils-Roberts's UBS Experience May 2005 - March 2010
Job Senior Investment Writer at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman March 2010 - Present
UBS May 2005 - March 2010
JPMorgan Private Bank 2002 - 2004
Deutche Bank Private Bank 2000 - 2002
Prudential Retirement Services 1996 - 2000
New York Life Insurance Company 1990 - 1996
Skills
Asset Managment, Series 7, Strategic Communications, Financial Services, Wealth Management, Alternative Investments, Fixed Income, Equities, Marketing Communications, Thought Leadership, Hedge Funds, Editing, Series 24, Management, Strategic Planning, Integrated Marketing, Investments, Securities, Asset Allocation, Financial Markets, Asset Management
Education
Emory University 1983 — 1987
Bachelor of Arts (B.A.)
Neuberger Berman March 2010 - Present
UBS May 2005 - March 2010
JPMorgan Private Bank 2002 - 2004
Deutche Bank Private Bank 2000 - 2002
Prudential Retirement Services 1996 - 2000
New York Life Insurance Company 1990 - 1996
Skills
Asset Managment, Series 7, Strategic Communications, Financial Services, Wealth Management, Alternative Investments, Fixed Income, Equities, Marketing Communications, Thought Leadership, Hedge Funds, Editing, Series 24, Management, Strategic Planning, Integrated Marketing, Investments, Securities, Asset Allocation, Financial Markets, Asset Management
Education
Emory University 1983 — 1987
Bachelor of Arts (B.A.)
Lauren Feuer Lauren Feuer's UBS Experience September 2003 - June 2008
Job President at Magnificent Baby
Industry Apparel & Fashion
Experience
Magnificent Baby January 2010 - Present
Merrill Lynch June 2008 - January 2010
Bank of America Merrill Lynch June 2008 - January 2010
UBS September 2003 - June 2008
Olympia Capital July 2001 - February 2003
Education
New York University 2001 — 2003
Master of Science, Real Estate Finance & Development
Emory University 1997 — 2001
Bachelor of Arts, Economics
Magnificent Baby January 2010 - Present
Merrill Lynch June 2008 - January 2010
Bank of America Merrill Lynch June 2008 - January 2010
UBS September 2003 - June 2008
Olympia Capital July 2001 - February 2003
Education
New York University 2001 — 2003
Master of Science, Real Estate Finance & Development
Emory University 1997 — 2001
Bachelor of Arts, Economics
Rhonda Meier Rhonda Meier's UBS Experience January 2002 - November 2002
Job Media Manager
Industry Marketing and Advertising
Experience
True Media May 2014 - Present
CharlestonOrwig May 2013 - April 2014
Osborn & Barr August 2010 - October 2012
Kennedy Communications January 2009 - August 2010
Kennedy Communications October 2005 - January 2009
ABS Global October 2004 - September 2005
Ten United November 2002 - June 2004
UBS January 2002 - November 2002
Skills
Marketing Communications, Team Building, Marketing Strategy, Advertising, Social Media, Copywriting, Event Planning, Marketing, Media Planning, Public Relations, Integrated Marketing, Management, Strategic Planning, Sales, Market Planning, Online Advertising
Education
Edgewood College
Bachelors of Science with Honors, Concentrations in Marketing and Management and a Minor in Information Systems
True Media May 2014 - Present
CharlestonOrwig May 2013 - April 2014
Osborn & Barr August 2010 - October 2012
Kennedy Communications January 2009 - August 2010
Kennedy Communications October 2005 - January 2009
ABS Global October 2004 - September 2005
Ten United November 2002 - June 2004
UBS January 2002 - November 2002
Skills
Marketing Communications, Team Building, Marketing Strategy, Advertising, Social Media, Copywriting, Event Planning, Marketing, Media Planning, Public Relations, Integrated Marketing, Management, Strategic Planning, Sales, Market Planning, Online Advertising
Education
Edgewood College
Bachelors of Science with Honors, Concentrations in Marketing and Management and a Minor in Information Systems
Jean-Marie Truelle Jean-Marie Truelle's UBS Experience July 2004 - September 2004
Job Summer Associate at White Eagle Partners
Industry Investment Management
Experience
The Wharton School August 2008 - May 2010
White Eagle Partners June 2009 - August 2009
Weinberg Capital Partners 2005 - 2008
Citigroup July 2005 - 2005
UBS July 2004 - September 2004
Skills
International Equities, Value Investing, LBO, Asset Management, Buy-side, Equities, Hedge Funds, Valuation, Investments, Private Equity, Retail, Special Situations, Securities, Mutual Funds, Mergers & Acquisitions, Finance, Investment Management
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
ESSEC Business School 2001 — 2005
MSc, Finance
IPESUP 2000 — 2001
Preparatory School - Business
Integrale 1998 — 2000
Preparatory School - Business
Saint-Michel de Picpus
High School
The Wharton School August 2008 - May 2010
White Eagle Partners June 2009 - August 2009
Weinberg Capital Partners 2005 - 2008
Citigroup July 2005 - 2005
UBS July 2004 - September 2004
Skills
International Equities, Value Investing, LBO, Asset Management, Buy-side, Equities, Hedge Funds, Valuation, Investments, Private Equity, Retail, Special Situations, Securities, Mutual Funds, Mergers & Acquisitions, Finance, Investment Management
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
ESSEC Business School 2001 — 2005
MSc, Finance
IPESUP 2000 — 2001
Preparatory School - Business
Integrale 1998 — 2000
Preparatory School - Business
Saint-Michel de Picpus
High School
Sally Ragsdale Sally Ragsdale's UBS Experience September 1979 - Present
Job Vice President Wealth Management, UBS Financial Services,Inc.
Industry Financial Services
Experience
UBS September 1979 - Present
Skills
Strategic Financial..., Interpersonal..., Estate Planning, Retirement Planning, Wealth Management, Series 7, Equities, Fixed Income, Investment Banking
Education
Emory University 1974 — 1977
BBA, Finance
UBS September 1979 - Present
Skills
Strategic Financial..., Interpersonal..., Estate Planning, Retirement Planning, Wealth Management, Series 7, Equities, Fixed Income, Investment Banking
Education
Emory University 1974 — 1977
BBA, Finance
Daniel J. Bukkhegyi's UBS Experience 1996 - 2005
Job Managing Director Investments at The BC Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2013 - Present
Morgan Stanley Smith Barney LLC ("MSSB") 2005 - 2013
UBS 1996 - 2005
Skills
Finance, Financial Advisory, Fundraising, Tax, Series 7, Series 63, Sales, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Securities, Management, Risk Management, Estate Planning, Wealth Management..., Investments, Strategic Planning, Portfolio Management
Education
Endicott College 2003 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Fitchburg State College 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Advisors 2013 - Present
Morgan Stanley Smith Barney LLC ("MSSB") 2005 - 2013
UBS 1996 - 2005
Skills
Finance, Financial Advisory, Fundraising, Tax, Series 7, Series 63, Sales, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Securities, Management, Risk Management, Estate Planning, Wealth Management..., Investments, Strategic Planning, Portfolio Management
Education
Endicott College 2003 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Fitchburg State College 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Justin Resnick Justin Resnick's UBS Experience June 2010 - August 2010
Job Associate, Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey August 2013 - July 2015
Citi August 2012 - August 2013
Citi May 2011 - August 2011
UBS June 2010 - August 2010
Wells Fargo Bank June 2009 - August 2009
PriceWaterhouseCoopers LLP January 2008 - June 2008
Skills
Analysis
Education
Emory University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Jericho Senior High School 2008 — 2012
Emory University - Goizueta Business School
Bachelor, Business Administration
Houlihan Lokey July 2015 - Present
Houlihan Lokey August 2013 - July 2015
Citi August 2012 - August 2013
Citi May 2011 - August 2011
UBS June 2010 - August 2010
Wells Fargo Bank June 2009 - August 2009
PriceWaterhouseCoopers LLP January 2008 - June 2008
Skills
Analysis
Education
Emory University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Jericho Senior High School 2008 — 2012
Emory University - Goizueta Business School
Bachelor, Business Administration
Alexandra Maize Alexandra Maize's UBS Experience June 2013 - August 2013
Job eFICC Sales Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank September 2015 - Present
S&P Capital IQ July 2014 - August 2015
UBS June 2013 - August 2013
Triton Research May 2012 - August 2012
Witter Asset Management May 2011 - July 2011
Skills
Microsoft Excel, Social Media, Research, PowerPoint, Social Media Marketing, Microsoft Office, Social Networking, Facebook, Teamwork, Entrepreneurship, Spanish, Data Analysis, Microsoft Word, Public Speaking, Market Research, Marketing, Leadership, Sales
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Barclays Investment Bank September 2015 - Present
S&P Capital IQ July 2014 - August 2015
UBS June 2013 - August 2013
Triton Research May 2012 - August 2012
Witter Asset Management May 2011 - July 2011
Skills
Microsoft Excel, Social Media, Research, PowerPoint, Social Media Marketing, Microsoft Office, Social Networking, Facebook, Teamwork, Entrepreneurship, Spanish, Data Analysis, Microsoft Word, Public Speaking, Market Research, Marketing, Leadership, Sales
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Brittany Loveless Brittany Loveless's UBS Experience September 2014 - August 2015
Job Intern at UBS Wealth Management
Industry Financial Services
Experience
UBS September 2014 - August 2015
Twin Lakes Country Club June 2014 - July 2014
Badgerland Products, Inc. February 2013 - July 2014
Skills
Customer Service, Retail, Sales, Social Media, Teamwork, Leadership, Time Management, Research, Social Networking, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, English, Windows, Facebook
Education
Eckerd College 2013 — 2017
Bachelor's degree, International Business, Finance
Wilmot High School 2009 — 2013
UBS September 2014 - August 2015
Twin Lakes Country Club June 2014 - July 2014
Badgerland Products, Inc. February 2013 - July 2014
Skills
Customer Service, Retail, Sales, Social Media, Teamwork, Leadership, Time Management, Research, Social Networking, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, English, Windows, Facebook
Education
Eckerd College 2013 — 2017
Bachelor's degree, International Business, Finance
Wilmot High School 2009 — 2013
Pete Ledebuhr, CFP® Pete Ledebuhr, CFP®'s UBS Experience May 2000 - December 2002
Job Managing Principal at Ledebuhr Wealth Management, LLC
Industry Financial Services
Experience
Ledebuhr Wealth Management, LLC November 2009 - Present
Citi Smith Barney January 2003 - November 2009
UBS May 2000 - December 2002
Skills
Series 63, Asset Management, Finance, Investment Advisory, Retirement Planning, FINRA, Series 7, Securities, Asset Managment, Investments, Mutual Funds, Management
Education
Eastern Illinois University 1996 — 2000
Bachelor's degree - Business, Finance
Ledebuhr Wealth Management, LLC November 2009 - Present
Citi Smith Barney January 2003 - November 2009
UBS May 2000 - December 2002
Skills
Series 63, Asset Management, Finance, Investment Advisory, Retirement Planning, FINRA, Series 7, Securities, Asset Managment, Investments, Mutual Funds, Management
Education
Eastern Illinois University 1996 — 2000
Bachelor's degree - Business, Finance
Brendan McCarthy Brendan McCarthy's UBS Experience October 2010 - Present
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS October 2010 - Present
Stifel Nicolaus January 2007 - October 2010
Legg Mason April 1998 - January 2007
Education
Florida State University 1992 — 1994
Eastern Florida State College
Melbourne High School
UBS October 2010 - Present
Stifel Nicolaus January 2007 - October 2010
Legg Mason April 1998 - January 2007
Education
Florida State University 1992 — 1994
Eastern Florida State College
Melbourne High School
Lauren Maze's UBS Experience June 2010 - August 2010
Job International Marketing, Event Planning, Language Assistant
Industry International Affairs
Experience
Lycée Marguerite de Flandre September 2012 - June 2013
Ecole Privé Jean d'Arc September 2011 - July 2012
MISource January 2011 - June 2011
Benefit for Volunteers in Medicine January 2011 - April 2011
The World Affairs Council August 2010 - December 2010
UBS June 2010 - August 2010
Skills
French Fluency, Italian Beginner, Recruiting, Marketing, Interviews, Public Speaking, Internet Recruiting, Microsoft Office, Teaching, Event Management, French, Administration
Education
Alliance Française de Marseille 2011 — 2012
French Language, Level C1/C2
University of North Florida 2006 — 2010
Bachelor of Business Administration (BBA), International Business, Marketing, French, 4.0
EBS - European Business School Paris 2008 — 2008
International Business, Marketing, French, 4.0
Eau Gallie High School
Lycée Marguerite de Flandre September 2012 - June 2013
Ecole Privé Jean d'Arc September 2011 - July 2012
MISource January 2011 - June 2011
Benefit for Volunteers in Medicine January 2011 - April 2011
The World Affairs Council August 2010 - December 2010
UBS June 2010 - August 2010
Skills
French Fluency, Italian Beginner, Recruiting, Marketing, Interviews, Public Speaking, Internet Recruiting, Microsoft Office, Teaching, Event Management, French, Administration
Education
Alliance Française de Marseille 2011 — 2012
French Language, Level C1/C2
University of North Florida 2006 — 2010
Bachelor of Business Administration (BBA), International Business, Marketing, French, 4.0
EBS - European Business School Paris 2008 — 2008
International Business, Marketing, French, 4.0
Eau Gallie High School
Dylan Wolfinger Dylan Wolfinger's UBS Experience May 2011 - August 2011
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Michelin May 2012 - August 2012
UBS May 2011 - August 2011
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis, Microsoft Excel, Data Analysis, Bloomberg Terminal, Corporate Finance, Strategic Planning
Education
Emory University - Goizueta Business School 2011 — 2014
Bachelor of Business Administration, Finance & Accounting
University of South Carolina - The Moore School of Business 2010 — 2011
Wells Fargo Securities September 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Michelin May 2012 - August 2012
UBS May 2011 - August 2011
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis, Microsoft Excel, Data Analysis, Bloomberg Terminal, Corporate Finance, Strategic Planning
Education
Emory University - Goizueta Business School 2011 — 2014
Bachelor of Business Administration, Finance & Accounting
University of South Carolina - The Moore School of Business 2010 — 2011
Raffi Simel Raffi Simel's UBS Experience February 2012 - May 2013
Job Commercial Real Estate Broker at Triad Commercial Properties
Industry Commercial Real Estate
Experience
Triad Commercial Properties 2013 - Present
UBS February 2012 - May 2013
UBS May 2009 - August 2009
UBS May 2008 - August 2008
Skills
Financial Analysis, Real Estate Transactions, Real Estate, Public Speaking, Commercial Real Estate, Sales, Social Media, Research, Leadership, Data Analysis, Real Estate Economics, Tenant Representation, Office and Industrial..., Lease Negotiations, Landlord Representation, Market Knowledge, Due Diligence
Education
Tel Aviv University
Master of Arts (M.A.), Politcal Science - Security and Diplomacy
Emory University
Bachelor of Arts (B.A.), Economics; Philosophy
Albert-Ludwigs-Universität Freiburg im Breisgau
Study Abroad, Economics, Political Science
Guilford College
High School/College Credit
Triad Commercial Properties 2013 - Present
UBS February 2012 - May 2013
UBS May 2009 - August 2009
UBS May 2008 - August 2008
Skills
Financial Analysis, Real Estate Transactions, Real Estate, Public Speaking, Commercial Real Estate, Sales, Social Media, Research, Leadership, Data Analysis, Real Estate Economics, Tenant Representation, Office and Industrial..., Lease Negotiations, Landlord Representation, Market Knowledge, Due Diligence
Education
Tel Aviv University
Master of Arts (M.A.), Politcal Science - Security and Diplomacy
Emory University
Bachelor of Arts (B.A.), Economics; Philosophy
Albert-Ludwigs-Universität Freiburg im Breisgau
Study Abroad, Economics, Political Science
Guilford College
High School/College Credit
Vinny Corona Vinny Corona's UBS Experience April 2008 - July 2011
Job
Industry Information Technology and Services
Experience
EMC August 2011 - Present
UBS April 2008 - July 2011
Calamos Investments February 2004 - April 2008
Millward Brown March 2002 - February 2004
BCD Travel August 2001 - March 2002
Hedstrom Corporation 1998 - 2001
Invensys Controls 1994 - 1998
Skills
SRDF, Storage Area Networks, Cisco Technologies, Netbackup, Enterprise Vault, UCS, PowerPath, Virtualization, Storage, Sun, Clariion, Cluster, EMC Storage, Microsoft SQL Server, Replication, Storage Virtualization, Symmetrix, VMware ESX, VMware Infrastructure, Windows Server, vSphere
Education
Elmhurst College
Bachelor of Science, Information Systems
EMC August 2011 - Present
UBS April 2008 - July 2011
Calamos Investments February 2004 - April 2008
Millward Brown March 2002 - February 2004
BCD Travel August 2001 - March 2002
Hedstrom Corporation 1998 - 2001
Invensys Controls 1994 - 1998
Skills
SRDF, Storage Area Networks, Cisco Technologies, Netbackup, Enterprise Vault, UCS, PowerPath, Virtualization, Storage, Sun, Clariion, Cluster, EMC Storage, Microsoft SQL Server, Replication, Storage Virtualization, Symmetrix, VMware ESX, VMware Infrastructure, Windows Server, vSphere
Education
Elmhurst College
Bachelor of Science, Information Systems
Jeff Palmer Jeff Palmer's UBS Experience July 2007 - December 2008
Job Executive Director EY
Industry Financial Services
Experience
EY September 2015 - Present
GE Capital April 2013 - September 2015
SVB Financial Group February 2009 - March 2013
UBS July 2007 - December 2008
Webster Bank June 2003 - July 2007
Washington Mutual November 1998 - May 2003
Skills
Banking, Financial Modeling, Risk Management, Capital Markets, Portfolio Management, Financial Analysis, Financial Risk, Valuation, Derivatives, Equities, Enterprise Risk..., Bloomberg, Investments, Treasury Management, ALM, Corporate Finance, Treasury, Market Risk, Investment Banking, Basel II, Commercial Banking
Education
EMLYON Business School 2007 — 2007
Strategy, Policy & Planning
The University of Connecticut School of Business 2004 — 2007
MBA, Finance
Whitworth University 1993 — 1995
BA, Business Management
Big Bend Community College 1991 — 1993
AAS, Accounting
EY September 2015 - Present
GE Capital April 2013 - September 2015
SVB Financial Group February 2009 - March 2013
UBS July 2007 - December 2008
Webster Bank June 2003 - July 2007
Washington Mutual November 1998 - May 2003
Skills
Banking, Financial Modeling, Risk Management, Capital Markets, Portfolio Management, Financial Analysis, Financial Risk, Valuation, Derivatives, Equities, Enterprise Risk..., Bloomberg, Investments, Treasury Management, ALM, Corporate Finance, Treasury, Market Risk, Investment Banking, Basel II, Commercial Banking
Education
EMLYON Business School 2007 — 2007
Strategy, Policy & Planning
The University of Connecticut School of Business 2004 — 2007
MBA, Finance
Whitworth University 1993 — 1995
BA, Business Management
Big Bend Community College 1991 — 1993
AAS, Accounting
Ira Kravitz's UBS Experience August 2009 - Present
Job Ira Kravitz, Managing Director – Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2009 - Present
Morgan Stanley Wealth Management 1991 - 2008
Education
The University of Chicago - Booth School of Business
Senior Institutional Consulting Education Program
Wharton School of Business
Sr. Institutional Consultant's Program
Wharton School of Business
Certified Investment Management Analyst (CIMA designation)
Wharton School of Business
Senior Consultant Program
Emory University
Bachelor of Business Administration (B.B.A.)
UBS August 2009 - Present
Morgan Stanley Wealth Management 1991 - 2008
Education
The University of Chicago - Booth School of Business
Senior Institutional Consulting Education Program
Wharton School of Business
Sr. Institutional Consultant's Program
Wharton School of Business
Certified Investment Management Analyst (CIMA designation)
Wharton School of Business
Senior Consultant Program
Emory University
Bachelor of Business Administration (B.B.A.)
Joseph Dubowski Joseph Dubowski's UBS Experience February 2001 - June 2002
Job Marriage & Family Therapist, Certified Grief Recovery Specialist, and Author
Industry Mental Health Care
Experience
Stenzel Clinical Services, Ltd. October 2013 - Present
Self-employed May 2013 - Present
Brandt Therapy Clinics, Inc. November 2012 - May 2013
TriCity Family Services May 2011 - August 2012
Northern Illinois University September 2010 - April 2012
Insurance Auto Auctions November 2008 - December 2008
CNA July 2002 - June 2008
UBS February 2001 - June 2002
Spherion Technology June 1997 - February 2001
Skills
Marriage and Family..., Grief Recovery..., Non-fiction Writer, Public Speaking, Volunteer Management, Volunteer Recruiting, Volunteer Training, Copy Editing, Proofreading, Newsletter Production, Technical Writing, Software Quality..., Software Development, Software Documentation, Conference Rooms, Grief, Networking, Strategic Planning, Community Outreach, Quality Assurance, Project Management, Program Management, Mental Health, Editing, Nonprofits, Training, Staff Development, Mental Health Counseling, Grief Counseling, Program Development, Case Management, Family Therapy, Adolescents, Psychology, Group Therapy, Crisis Intervention, Coaching
Education
Catholic Charities USA 2013 — 2013
Certificate of Completion
Northern Illinois University 2010 — 2012
Master's degree
Eastern Illinois University 1978 — 1980
BS
Stenzel Clinical Services, Ltd. October 2013 - Present
Self-employed May 2013 - Present
Brandt Therapy Clinics, Inc. November 2012 - May 2013
TriCity Family Services May 2011 - August 2012
Northern Illinois University September 2010 - April 2012
Insurance Auto Auctions November 2008 - December 2008
CNA July 2002 - June 2008
UBS February 2001 - June 2002
Spherion Technology June 1997 - February 2001
Skills
Marriage and Family..., Grief Recovery..., Non-fiction Writer, Public Speaking, Volunteer Management, Volunteer Recruiting, Volunteer Training, Copy Editing, Proofreading, Newsletter Production, Technical Writing, Software Quality..., Software Development, Software Documentation, Conference Rooms, Grief, Networking, Strategic Planning, Community Outreach, Quality Assurance, Project Management, Program Management, Mental Health, Editing, Nonprofits, Training, Staff Development, Mental Health Counseling, Grief Counseling, Program Development, Case Management, Family Therapy, Adolescents, Psychology, Group Therapy, Crisis Intervention, Coaching
Education
Catholic Charities USA 2013 — 2013
Certificate of Completion
Northern Illinois University 2010 — 2012
Master's degree
Eastern Illinois University 1978 — 1980
BS
Jack Rebolledo's UBS Experience October 2000 - November 2001
Job US Army Infantry Officer
Industry Military
Experience
United States Army June 2013 - Present
Rentokil North America October 2012 - June 2013
United States Army National Guard October 2006 - June 2013
Metropolitan Police Department July 2004 - February 2012
Army National Guard November 2001 - September 2006
UBS October 2000 - November 2001
Target Logistics October 1999 - October 2000
United States Marine Corps March 1995 - November 1999
Skills
Military Operations, Homeland Security, Military, Security Clearance, Government, Military Experience, Enforcement, National Security, Criminal Justice, Organizational..., Private Investigations, Policy, Public Safety, Security, Leadership Development, Leadership, Public Speaking, Criminal Investigations, Defense, Weapons, Operational Planning, Investigation, Top Secret, Tactics, Military Liaison, Government Contracting, Command, Training, Program Management
Education
Norwich University 2013 — 2014
Masters, Public Administration
1989 — 1994
BA, History, Secondary Education
United States Army June 2013 - Present
Rentokil North America October 2012 - June 2013
United States Army National Guard October 2006 - June 2013
Metropolitan Police Department July 2004 - February 2012
Army National Guard November 2001 - September 2006
UBS October 2000 - November 2001
Target Logistics October 1999 - October 2000
United States Marine Corps March 1995 - November 1999
Skills
Military Operations, Homeland Security, Military, Security Clearance, Government, Military Experience, Enforcement, National Security, Criminal Justice, Organizational..., Private Investigations, Policy, Public Safety, Security, Leadership Development, Leadership, Public Speaking, Criminal Investigations, Defense, Weapons, Operational Planning, Investigation, Top Secret, Tactics, Military Liaison, Government Contracting, Command, Training, Program Management
Education
Norwich University 2013 — 2014
Masters, Public Administration
1989 — 1994
BA, History, Secondary Education
Dan Tapiero Dan Tapiero's UBS Experience April 2011 - August 2011
Job Investor Relations at Artivest
Industry Financial Services
Experience
Artivest July 2015 - Present
UBS Wealth Management April 2014 - July 2015
UBS Wealth Management August 2012 - April 2014
UBS April 2011 - August 2011
Eli Lilly and Company May 2010 - July 2010
Brightpoint June 2009 - August 2009
Education
Emory University 2008 — 2012
BA, International Studies, Economics
Emory University 2008 — 2012
Bachelor of Arts (BA), International Relations and Affairs
Park Tudor School
Park Tudor School
Artivest July 2015 - Present
UBS Wealth Management April 2014 - July 2015
UBS Wealth Management August 2012 - April 2014
UBS April 2011 - August 2011
Eli Lilly and Company May 2010 - July 2010
Brightpoint June 2009 - August 2009
Education
Emory University 2008 — 2012
BA, International Studies, Economics
Emory University 2008 — 2012
Bachelor of Arts (BA), International Relations and Affairs
Park Tudor School
Park Tudor School
Edward Hunton Edward Hunton's UBS Experience April 1999 - June 2002
Job Sr Investment Executive at National Securities Corporation
Industry Financial Services
Experience
National Securities Corporation September 2015 - Present
COUNTRY Financial® July 2013 - September 2015
Freedom Investors Corp. January 2009 - October 2012
MIPSolutions, Inc. December 2005 - November 2008
Edward Hunton Consulting June 2002 - December 2005
UBS April 1999 - June 2002
Skills
Investment Strategies, Retirement Solutions, Alternative Investment..., Retirement Planning, Retirement Plan..., Life Insurance, Term Life Insurance, Disability Insurance, Marketing Communications, Corporate Communications, Strategic Planning, Management, Business Strategy, Market Research, Public Relations, Marketing, Business Development, Marketing Strategy, Advertising, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, MS Office Suite, Entrepreneurship
Education
Eastern Washington University
Bachelor of Business Administration (B.B.A.), Marketing & Business Admin.
Gonzaga University - School of Business Administration 1987 — 1988
Accounting
Spokane Falls Community College 1983 — 1984
Calculus & Chemistry
National Securities Corporation September 2015 - Present
COUNTRY Financial® July 2013 - September 2015
Freedom Investors Corp. January 2009 - October 2012
MIPSolutions, Inc. December 2005 - November 2008
Edward Hunton Consulting June 2002 - December 2005
UBS April 1999 - June 2002
Skills
Investment Strategies, Retirement Solutions, Alternative Investment..., Retirement Planning, Retirement Plan..., Life Insurance, Term Life Insurance, Disability Insurance, Marketing Communications, Corporate Communications, Strategic Planning, Management, Business Strategy, Market Research, Public Relations, Marketing, Business Development, Marketing Strategy, Advertising, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, MS Office Suite, Entrepreneurship
Education
Eastern Washington University
Bachelor of Business Administration (B.B.A.), Marketing & Business Admin.
Gonzaga University - School of Business Administration 1987 — 1988
Accounting
Spokane Falls Community College 1983 — 1984
Calculus & Chemistry
Dylan Beaumont's UBS Experience February 2010 - May 2010
Job Senior Account Executive at Kargo
Industry Marketing and Advertising
Experience
Kargo April 2015 - Present
Kargo April 2013 - March 2015
LivingSocial July 2011 - March 2013
Progressive Digital Media Group August 2010 - July 2011
UBS February 2010 - May 2010
Skills
Business Development, Coaching, Strategic Planning, Salesforce.com, Product Marketing, Social Media Marketing, Lead Generation, Idea Generation, Sales Operations, B2B, Mobile Marketing, Mobile Devices, Market Research, Online Advertising, Cold Calling, New Business Development, Advertising, Account Management
Education
Elon University 2006 — 2010
BS, Business Administration: Finance
Study Abroad: "Business in the Pacific Rim" 2009 — 2009
Business
Kargo April 2015 - Present
Kargo April 2013 - March 2015
LivingSocial July 2011 - March 2013
Progressive Digital Media Group August 2010 - July 2011
UBS February 2010 - May 2010
Skills
Business Development, Coaching, Strategic Planning, Salesforce.com, Product Marketing, Social Media Marketing, Lead Generation, Idea Generation, Sales Operations, B2B, Mobile Marketing, Mobile Devices, Market Research, Online Advertising, Cold Calling, New Business Development, Advertising, Account Management
Education
Elon University 2006 — 2010
BS, Business Administration: Finance
Study Abroad: "Business in the Pacific Rim" 2009 — 2009
Business
Stephen Glagola's UBS Experience May 2009 - August 2009
Job
Industry Financial Services
Experience
Cowen and Company August 2013 - Present
Barclays Capital July 2011 - July 2013
Harris Investment Management May 2010 - May 2011
Morgan Stanley Smith Barney October 2009 - January 2010
UBS May 2009 - August 2009
Skills
Equity Research, Financial Modeling, Fixed Income, Equities, Investments, Series 7, Professional..., Positivity, Conversation, Friendly Personality, Communication, Valuation, Capital Markets, Financial Analysis, Financial Accounting, Competitive Analysis, DCF Valuation, Microsoft Excel, Financial Risk, Economics
Education
Elmhurst College 2007 — 2010
BS, Finance and Economics
Cowen and Company August 2013 - Present
Barclays Capital July 2011 - July 2013
Harris Investment Management May 2010 - May 2011
Morgan Stanley Smith Barney October 2009 - January 2010
UBS May 2009 - August 2009
Skills
Equity Research, Financial Modeling, Fixed Income, Equities, Investments, Series 7, Professional..., Positivity, Conversation, Friendly Personality, Communication, Valuation, Capital Markets, Financial Analysis, Financial Accounting, Competitive Analysis, DCF Valuation, Microsoft Excel, Financial Risk, Economics
Education
Elmhurst College 2007 — 2010
BS, Finance and Economics
Andre Glaus Andre Glaus's UBS Experience August 2009 - June 2014
Job Trilingual professional in the Bay Area
Industry Information Technology and Services
Experience
Wells Fargo March 2015 - July 2015
UBS August 2009 - June 2014
UBS October 2008 - July 2009
UBS November 2006 - September 2008
Hager Group February 2004 - October 2006
Skills
FX Options, E-commerce, Banking, Trading Systems, Business Analysis, Investment Banking, Project Management, Team Management, Customer Service, English, French, Customer Support, Customer Relations, Customer Product..., Process Improvement, Customer Satisfaction, Risk Management, Marketing, Electronic Trading, Project Planning, Fixed Income, Training, German, Analysis, Team Leadership, Financial Markets, Structured Products, Foreign Exchange, Equities, Derivatives, Planning, Version One, Confluence, JIRA, QlikView, CRM, Ticketing Systems, Statistical Data..., Customer Service..., Management
Education
Ecole polytechnique fédérale de Lausanne 2001 — 2002
Master's degree, Management and Technology of Information Systems, with honors
Université de Geneve 1998 — 2001
Bachelor of Science (B.S.), Economics and Social Sciences
Ecole supérieure de commerce Andre-Chavanne 1993 — 1997
High School Baccalaureate, Specialization Economics, with honors
Language Schools
Wells Fargo March 2015 - July 2015
UBS August 2009 - June 2014
UBS October 2008 - July 2009
UBS November 2006 - September 2008
Hager Group February 2004 - October 2006
Skills
FX Options, E-commerce, Banking, Trading Systems, Business Analysis, Investment Banking, Project Management, Team Management, Customer Service, English, French, Customer Support, Customer Relations, Customer Product..., Process Improvement, Customer Satisfaction, Risk Management, Marketing, Electronic Trading, Project Planning, Fixed Income, Training, German, Analysis, Team Leadership, Financial Markets, Structured Products, Foreign Exchange, Equities, Derivatives, Planning, Version One, Confluence, JIRA, QlikView, CRM, Ticketing Systems, Statistical Data..., Customer Service..., Management
Education
Ecole polytechnique fédérale de Lausanne 2001 — 2002
Master's degree, Management and Technology of Information Systems, with honors
Université de Geneve 1998 — 2001
Bachelor of Science (B.S.), Economics and Social Sciences
Ecole supérieure de commerce Andre-Chavanne 1993 — 1997
High School Baccalaureate, Specialization Economics, with honors
Language Schools
Eamon Marley Eamon Marley's UBS Experience June 2012 - September 2012
Job Accountant at Chilton Trust Company
Industry Research
Experience
CHILTON TRUST COMPANY August 2013 - Present
UBS June 2012 - September 2012
Total Office Planning Services, Inc. (TOPS) June 2011 - August 2011
Skills
Budgets, Management, Finance
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
University of International Business and Economics 2011 — 2012
Finance, General
CHILTON TRUST COMPANY August 2013 - Present
UBS June 2012 - September 2012
Total Office Planning Services, Inc. (TOPS) June 2011 - August 2011
Skills
Budgets, Management, Finance
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
University of International Business and Economics 2011 — 2012
Finance, General
Austin Dodd, CIMA®, CRPS®, AWMA®'s UBS Experience August 2015 - Present
Job Institutional Consulting Analyst at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
UBS January 2014 - Present
UBS Financial Services Inc. February 2011 - Present
UBS Financial Services Inc. February 2009 - December 2013
Enterprise Rent-A-Car August 2008 - February 2009
Education
Elon University
Bachelor of Science, Business Administration
UBS August 2015 - Present
UBS January 2014 - Present
UBS Financial Services Inc. February 2011 - Present
UBS Financial Services Inc. February 2009 - December 2013
Enterprise Rent-A-Car August 2008 - February 2009
Education
Elon University
Bachelor of Science, Business Administration
Allison Weiler's UBS Experience June 2015 - August 2015
Job Wealth Management Americas Summer Analyst at UBS
Industry
Experience
Elon University May 2015 - Present
Elon University, Kernodle Center for Service Learning and Community Engagement September 2013 - Present
UBS June 2015 - August 2015
Ahold June 2014 - August 2014
Stop & Shop June 2013 - January 2014
Norwell Recreation Department May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Windows, Photoshop, English, Research, Public Speaking, Project Planning, Community Service, Budgets, Project Management, Leadership, Social Media
Education
Elon University 2012 — 2016
BSBA Finance & Accounting Minor, Concentration in Fine Arts
Norwell High School 2008 — 2012
Elon University May 2015 - Present
Elon University, Kernodle Center for Service Learning and Community Engagement September 2013 - Present
UBS June 2015 - August 2015
Ahold June 2014 - August 2014
Stop & Shop June 2013 - January 2014
Norwell Recreation Department May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Windows, Photoshop, English, Research, Public Speaking, Project Planning, Community Service, Budgets, Project Management, Leadership, Social Media
Education
Elon University 2012 — 2016
BSBA Finance & Accounting Minor, Concentration in Fine Arts
Norwell High School 2008 — 2012
Stephanie Shaer Stephanie Shaer's UBS Experience July 2008 - December 2009
Job Kellogg MBA Candidate 2016
Industry Nonprofit Organization Management
Experience
New York Public Radio June 2015 - August 2015
Credit Suisse July 2012 - June 2014
Credit Suisse January 2010 - June 2012
UBS July 2008 - December 2009
Skills
Financial Modeling, Investment Banking, Financial Analysis, Equities, Investments, Fixed Income, Capital Markets, Valuation, Bloomberg, Finance, Due Diligence, Strategy, Private Equity, Management, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Intended Majors: Strategy, Data Analytics, Management and Organizations
Emory University 2004 — 2008
Bachelor of Arts (BA), International Economics and Film Studies
Weston High School 2000 — 2004
New York Public Radio June 2015 - August 2015
Credit Suisse July 2012 - June 2014
Credit Suisse January 2010 - June 2012
UBS July 2008 - December 2009
Skills
Financial Modeling, Investment Banking, Financial Analysis, Equities, Investments, Fixed Income, Capital Markets, Valuation, Bloomberg, Finance, Due Diligence, Strategy, Private Equity, Management, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Intended Majors: Strategy, Data Analytics, Management and Organizations
Emory University 2004 — 2008
Bachelor of Arts (BA), International Economics and Film Studies
Weston High School 2000 — 2004
Jonathan Eskridge Jonathan Eskridge's UBS Experience January 2008 - Present
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS January 2008 - Present
Education
Emory University 1972 — 1976
B.A., Political Science
UBS January 2008 - Present
Education
Emory University 1972 — 1976
B.A., Political Science
Marie-Laurence Stopford Marie-Laurence Stopford's UBS Experience June 1996 - June 1999
Job Finance & Analytics
Industry Internet
Experience
Move, Inc August 2015 - Present
eBay October 2012 - July 2015
eBay January 2011 - October 2012
eBay December 2008 - December 2010
eBay October 2007 - December 2008
eBay September 2003 - September 2007
Freelance May 2001 - September 2002
Jefferies June 1999 - May 2001
UBS June 1996 - June 1999
PAI Partners June 1995 - June 1996
Skills
Analytics, Forecasting, Pricing, E-commerce, Cross-functional Team..., Mergers & Acquisitions, Financial Analysis, Finance, Analysis, Strategic Planning, Business Analysis, Management, Product Marketing, Business Planning, Risk Management, Process Improvement, Strategic Financial..., Business Partner Support, Financial Modeling, Data-driven Decision..., Revenue Forecasting, Team Leadership, Continuous Process..., Financial Planning, Corporate FP&A, Budgeting, Project Management, Customer Insight, Business Strategy, Financial Systems..., Company Valuation, Online Marketplace, C-Level Communications, Stakeholder Management, SAP BPC, Operational Execution
Education
London Business School 2002 — 2003
Masters
ESSEC Business School 1992 — 1995
Master of Science in Management
Move, Inc August 2015 - Present
eBay October 2012 - July 2015
eBay January 2011 - October 2012
eBay December 2008 - December 2010
eBay October 2007 - December 2008
eBay September 2003 - September 2007
Freelance May 2001 - September 2002
Jefferies June 1999 - May 2001
UBS June 1996 - June 1999
PAI Partners June 1995 - June 1996
Skills
Analytics, Forecasting, Pricing, E-commerce, Cross-functional Team..., Mergers & Acquisitions, Financial Analysis, Finance, Analysis, Strategic Planning, Business Analysis, Management, Product Marketing, Business Planning, Risk Management, Process Improvement, Strategic Financial..., Business Partner Support, Financial Modeling, Data-driven Decision..., Revenue Forecasting, Team Leadership, Continuous Process..., Financial Planning, Corporate FP&A, Budgeting, Project Management, Customer Insight, Business Strategy, Financial Systems..., Company Valuation, Online Marketplace, C-Level Communications, Stakeholder Management, SAP BPC, Operational Execution
Education
London Business School 2002 — 2003
Masters
ESSEC Business School 1992 — 1995
Master of Science in Management
Marcos Bueno Marcos Bueno's UBS Experience August 2006 - August 2008
Job Chief Investment Risk Officer at Argon Capital
Industry Investment Management
Experience
Argon Capital November 2014 - Present
Graham Capital Management October 2011 - May 2014
JPMorgan August 2008 - November 2010
UBS August 2006 - August 2008
Goldman Sachs June 2004 - August 2006
Oliver Wyman October 2000 - June 2002
Education
The Wharton School 2002 — 2004
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology 2000 — 2000
Ecole Polytechnique 1998 — 2000
Ingenieur
Universidad Politécnica de Madrid 1995 — 2000
Industrial Engineering
Argon Capital November 2014 - Present
Graham Capital Management October 2011 - May 2014
JPMorgan August 2008 - November 2010
UBS August 2006 - August 2008
Goldman Sachs June 2004 - August 2006
Oliver Wyman October 2000 - June 2002
Education
The Wharton School 2002 — 2004
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology 2000 — 2000
Ecole Polytechnique 1998 — 2000
Ingenieur
Universidad Politécnica de Madrid 1995 — 2000
Industrial Engineering
Hanna Segal Hanna Segal's UBS Experience July 2013 - September 2015
Job PrintCounts Strategic Analyst
Industry Information Technology and Services
Experience
DEX Imaging September 2015 - Present
UBS July 2013 - September 2015
Wealth Management July 2013 - July 2014
Longwood Cricket Club June 2008 - July 2013
Eckerd College January 2013 - February 2013
Longwood Cricket Club June 2008 - 2013
Harvard Medical School January 2011 - January 2012
Skills
Teamwork, Leadership, Management, Editing, Microsoft Office, Administrative Work, Time Management, Highly detail oriented, Microsoft Word, Communication, Microsoft Excel, Marketing, PowerPoint, Analysis, Social Networking, Administration, Organization, Multi Tasking, Project Management, Client Relations, Client Services, Customer Service, Research, Finance, Series 7
Education
Eckerd College 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
DEX Imaging September 2015 - Present
UBS July 2013 - September 2015
Wealth Management July 2013 - July 2014
Longwood Cricket Club June 2008 - July 2013
Eckerd College January 2013 - February 2013
Longwood Cricket Club June 2008 - 2013
Harvard Medical School January 2011 - January 2012
Skills
Teamwork, Leadership, Management, Editing, Microsoft Office, Administrative Work, Time Management, Highly detail oriented, Microsoft Word, Communication, Microsoft Excel, Marketing, PowerPoint, Analysis, Social Networking, Administration, Organization, Multi Tasking, Project Management, Client Relations, Client Services, Customer Service, Research, Finance, Series 7
Education
Eckerd College 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Carter Neild's UBS Experience 1998 - 2001
Job General Partner at OrbiMed Advisors
Industry Investment Management
Experience
OrbiMed Advisors December 2001 - Present
UBS 1998 - 2001
Education
University of Chicago Graduate School of Business 1995 — 1997
MBA, Finance
Emory University 1988 — 1992
B.A., Economics
Institut d'Etudes politiques de Paris 1990 — 1991
C.E.P., Political Science, Economics
Hotchkiss 1985 — 1988
OrbiMed Advisors December 2001 - Present
UBS 1998 - 2001
Education
University of Chicago Graduate School of Business 1995 — 1997
MBA, Finance
Emory University 1988 — 1992
B.A., Economics
Institut d'Etudes politiques de Paris 1990 — 1991
C.E.P., Political Science, Economics
Hotchkiss 1985 — 1988
Christopher Eydt's UBS Experience August 2007 - November 2007
Job Director of Business Development
Industry Financial Services
Experience
Fitmoo, Inc December 2014 - Present
Advantus Global Inc. April 2013 - September 2014
ChinaScope Financial January 2012 - April 2013
Thomson Reuters August 2010 - January 2012
Vocus May 2010 - August 2010
Skype June 2008 - August 2008
UBS August 2007 - November 2007
Weeden & Co. June 2007 - August 2007
Skills
Sales, Business Development, Sales Management, Salesforce.com, Market Research, Analytics, Social Media, Research, New Business Development, Management, Account Management, Project Management, Management Consulting, Microsoft Office, Customer Relations, Customer Service, Online Marketing, Cold Calling, Teamwork, Microsoft Excel, PowerPoint, Word, Outlook, Problem Solving, Lead Generation, E-commerce, Strategic Planning
Education
Elon University 2005 — 2009
BS, Business Administration
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Bachelor of Science, Business Adminstration
Fitmoo, Inc December 2014 - Present
Advantus Global Inc. April 2013 - September 2014
ChinaScope Financial January 2012 - April 2013
Thomson Reuters August 2010 - January 2012
Vocus May 2010 - August 2010
Skype June 2008 - August 2008
UBS August 2007 - November 2007
Weeden & Co. June 2007 - August 2007
Skills
Sales, Business Development, Sales Management, Salesforce.com, Market Research, Analytics, Social Media, Research, New Business Development, Management, Account Management, Project Management, Management Consulting, Microsoft Office, Customer Relations, Customer Service, Online Marketing, Cold Calling, Teamwork, Microsoft Excel, PowerPoint, Word, Outlook, Problem Solving, Lead Generation, E-commerce, Strategic Planning
Education
Elon University 2005 — 2009
BS, Business Administration
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Bachelor of Science, Business Adminstration
Matthew Cushman, CPA Matthew Cushman, CPA's UBS Experience June 2010 - August 2010
Job Senior Associate at PricewaterhouseCoopers LLP
Industry Accounting
Experience
PwC November 2013 - Present
Feeley & Driscoll, P.C. October 2011 - September 2013
UBS June 2010 - August 2010
Skills
Accounting, Auditing, Finance, US GAAP, Financial Statements, Microsoft Excel, CPA, Financial Reporting, Internal Controls, GAAP, Tax
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
Bachelor of Science, Accounting
PwC November 2013 - Present
Feeley & Driscoll, P.C. October 2011 - September 2013
UBS June 2010 - August 2010
Skills
Accounting, Auditing, Finance, US GAAP, Financial Statements, Microsoft Excel, CPA, Financial Reporting, Internal Controls, GAAP, Tax
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
Bachelor of Science, Accounting
Heather Morrison Keeling Heather Morrison Keeling's UBS Experience 2003 - 2005
Job Senior Human Resources Manager at Imperial PFS
Industry Financial Services
Experience
Imperial PFS 2010 - Present
AIG 2008 - 2010
AIG 2005 - 2008
UBS 2003 - 2005
Merrill Lynch 1999 - 2003
PaineWebber 1998 - 1999
Skills
Employment Law, Recruiting, Compensation, Benefit Communication, Generalists, Onboarding, College Recruiting, Deferred Compensation, Employee Benefits, Workforce Planning, New Hire Orientations, Talent Management, Succession Planning, Talent Acquisition, Applicant Tracking..., Human Resources, HRIS, Career Development, Organizational..., Benefits Administration, Employee Relations, Interviews, Personnel Management, Employee Handbooks, Employee Engagement
Education
Elon University 1993 — 1997
Bachelor's degree, Corporate Communications
Imperial PFS 2010 - Present
AIG 2008 - 2010
AIG 2005 - 2008
UBS 2003 - 2005
Merrill Lynch 1999 - 2003
PaineWebber 1998 - 1999
Skills
Employment Law, Recruiting, Compensation, Benefit Communication, Generalists, Onboarding, College Recruiting, Deferred Compensation, Employee Benefits, Workforce Planning, New Hire Orientations, Talent Management, Succession Planning, Talent Acquisition, Applicant Tracking..., Human Resources, HRIS, Career Development, Organizational..., Benefits Administration, Employee Relations, Interviews, Personnel Management, Employee Handbooks, Employee Engagement
Education
Elon University 1993 — 1997
Bachelor's degree, Corporate Communications
Brian McGerigle Brian McGerigle's UBS Experience June 2011 - August 2011
Job Supervisor NAV Analysis Team at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman October 2013 - September 2014
Brown Brothers Harriman August 2012 - October 2013
EUROMED Business Experience February 2012 - February 2012
UBS June 2011 - August 2011
SPARKS Autism Program June 2009 - August 2011
Skills
Portfolio Management, Finance, Microsoft Excel, PowerPoint, Accounting, Microsoft Office, Microsoft Word, Marketing, Social Media, Public Speaking, Research, Budget, Analysis, Investments, Economics
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BSBA, Finance, Economics
Boston College High School 2004 — 2008
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman October 2013 - September 2014
Brown Brothers Harriman August 2012 - October 2013
EUROMED Business Experience February 2012 - February 2012
UBS June 2011 - August 2011
SPARKS Autism Program June 2009 - August 2011
Skills
Portfolio Management, Finance, Microsoft Excel, PowerPoint, Accounting, Microsoft Office, Microsoft Word, Marketing, Social Media, Public Speaking, Research, Budget, Analysis, Investments, Economics
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BSBA, Finance, Economics
Boston College High School 2004 — 2008
Jennifer Madden's UBS Experience May 2010 - August 2010
Job Sales Coordinator at The Wall Street Journal
Industry Marketing and Advertising
Experience
The Wall Street Journal July 2013 - Present
Johnson Media Inc. January 2013 - May 2013
Axiom June 2012 - August 2012
Warner Music Group May 2011 - August 2011
UBS May 2010 - August 2010
Skills
Press Releases, Social Media Marketing, Public Relations, Leadership, Marketing
Education
Emory University - Goizueta Business School 2009 — 2012
Bachelor of Business Administration (BBA), Marketing & Consulting
Essec Business School Paris / ESSEC MBA 2011 — 2011
The Wall Street Journal July 2013 - Present
Johnson Media Inc. January 2013 - May 2013
Axiom June 2012 - August 2012
Warner Music Group May 2011 - August 2011
UBS May 2010 - August 2010
Skills
Press Releases, Social Media Marketing, Public Relations, Leadership, Marketing
Education
Emory University - Goizueta Business School 2009 — 2012
Bachelor of Business Administration (BBA), Marketing & Consulting
Essec Business School Paris / ESSEC MBA 2011 — 2011
Jim Schroth's UBS Experience July 1997 - January 2001
Job Staff Manager & Registered Principal at W & S Financial
Industry Financial Services
Experience
Western & Southern Financial Group July 2014 - Present
W&S Financial Group Distributors 2014 - 2015
Prudential Financial March 2014 - July 2014
VALIC June 2013 - December 2013
Allstate June 2005 - July 2012
A.G. Edwards & Sons, Inc. January 2001 - June 2005
UBS July 1997 - January 2001
Rent-A-Center August 1986 - February 1996
Education
Eastern Kentucky University 1980 — 1982
Business Management / Industrial Education Technology
Western & Southern Financial Group July 2014 - Present
W&S Financial Group Distributors 2014 - 2015
Prudential Financial March 2014 - July 2014
VALIC June 2013 - December 2013
Allstate June 2005 - July 2012
A.G. Edwards & Sons, Inc. January 2001 - June 2005
UBS July 1997 - January 2001
Rent-A-Center August 1986 - February 1996
Education
Eastern Kentucky University 1980 — 1982
Business Management / Industrial Education Technology
Rebecca Gilbert Rebecca Gilbert's UBS Experience 2006 - 2007
Job University Advancement, Major Gifts at Carnegie Mellon University
Industry Fund-Raising
Experience
Carnegie Mellon University November 2007 - Present
UBS 2006 - 2007
Skills
Non-profits, Annual Giving, Fundraising, Nonprofits, Strategic Planning, Public Speaking, Grant Writing, Research, Leadership, Entrepreneurship, Program Management, Social Media
Education
Emory University - Goizueta Business School
MBA, International Marketing
University of Pennsylvania
BA, Psychology
Carnegie Mellon University November 2007 - Present
UBS 2006 - 2007
Skills
Non-profits, Annual Giving, Fundraising, Nonprofits, Strategic Planning, Public Speaking, Grant Writing, Research, Leadership, Entrepreneurship, Program Management, Social Media
Education
Emory University - Goizueta Business School
MBA, International Marketing
University of Pennsylvania
BA, Psychology
Bruno Boccara Bruno Boccara's UBS Experience July 1997 - November 1998
Job SocioAnalytic Dialogue
Industry Public Policy
Experience
Socio-Analytic Dialogue July 2011 - Present
New York University 2007 - July 2011
The World Bank January 2004 - June 2011
Standard & Poor's July 1999 - August 2003
UBS July 1997 - November 1998
Skills
Leadership for Public..., Conflict Resolution, Socio-Analytic Group..., International..., Organizational..., Leadership Development, Executive Coaching, Policy Analysis, Change Management, Emerging Markets, Culture Change, Governance, Leadership, Training, Public Speaking, Strategy, Policy, Public Policy, Management Consulting
Education
NYU School of Medicine 2007 — 2011
Academic Associate, Psychoanalysis
Massachusetts Institute of Technology 1987 — 1992
PhD, Economics
Massachusetts Institute of Technology 1984 — 1989
PhD, Civil Engineering
Ecole nationale des Ponts et Chaussées 1978 — 1981
Ingenieur, Engineering; Management
Socio-Analytic Dialogue July 2011 - Present
New York University 2007 - July 2011
The World Bank January 2004 - June 2011
Standard & Poor's July 1999 - August 2003
UBS July 1997 - November 1998
Skills
Leadership for Public..., Conflict Resolution, Socio-Analytic Group..., International..., Organizational..., Leadership Development, Executive Coaching, Policy Analysis, Change Management, Emerging Markets, Culture Change, Governance, Leadership, Training, Public Speaking, Strategy, Policy, Public Policy, Management Consulting
Education
NYU School of Medicine 2007 — 2011
Academic Associate, Psychoanalysis
Massachusetts Institute of Technology 1987 — 1992
PhD, Economics
Massachusetts Institute of Technology 1984 — 1989
PhD, Civil Engineering
Ecole nationale des Ponts et Chaussées 1978 — 1981
Ingenieur, Engineering; Management
Danielle Goodrick Danielle Goodrick's UBS Experience June 2010 - December 2010
Job Assistant Vice President, Associate Relationship Manager at PNC Financial Services
Industry Financial Services
Experience
PNC Bank August 2011 - Present
UBS June 2010 - December 2010
All Things Human Website June 2009 - December 2009
Heinz Family Foundation June 2009 - August 2009
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
BSBA, Finance
Mt. Lebanon
PNC Bank August 2011 - Present
UBS June 2010 - December 2010
All Things Human Website June 2009 - December 2009
Heinz Family Foundation June 2009 - August 2009
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
BSBA, Finance
Mt. Lebanon
Carrianne Love Carrianne Love's UBS Experience August 2008 - October 2008
Job Admin / Freelance Archaeologist
Industry Education Management
Experience
Penn State University VolunteerRivers of Steel National Heritage AreaFebruary 2013 - July 2014
Christine Davis Consultants, Inc. August 2011 - July 2014
GAI Consultants, Inc. June 2010 - August 2011
GAI Consultants, Inc. July 2009 - May 2010
GAI Consultants, Inc. October 2008 - July 2009
UBS August 2008 - October 2008
East Carolina University July 2007 - July 2008
United States Forest Service May 2006 - August 2006
Skills
Field Work, Archaeology, Anthropology, NEPA, Cultural Resource..., GIS, Mitigation, Environmental Permitting, Archival Research, Historic Preservation, Environmental Compliance, Cultural Heritage, Excavation, Wetlands, Historical Research, Archaeological Survey, Historical Archaeology, Environmental Impact..., GPS, Museums, Museum Collections, Spatial Analysis, Environmental Consulting, History
Education
Edinboro University of Pennsylvania 2003 — 2007
Bachelor of Arts, Anthropology, Archaeology, Earth Science, Geography, History
Collegiate Academy 1999 — 2003
Penn State University VolunteerRivers of Steel National Heritage AreaFebruary 2013 - July 2014
Christine Davis Consultants, Inc. August 2011 - July 2014
GAI Consultants, Inc. June 2010 - August 2011
GAI Consultants, Inc. July 2009 - May 2010
GAI Consultants, Inc. October 2008 - July 2009
UBS August 2008 - October 2008
East Carolina University July 2007 - July 2008
United States Forest Service May 2006 - August 2006
Skills
Field Work, Archaeology, Anthropology, NEPA, Cultural Resource..., GIS, Mitigation, Environmental Permitting, Archival Research, Historic Preservation, Environmental Compliance, Cultural Heritage, Excavation, Wetlands, Historical Research, Archaeological Survey, Historical Archaeology, Environmental Impact..., GPS, Museums, Museum Collections, Spatial Analysis, Environmental Consulting, History
Education
Edinboro University of Pennsylvania 2003 — 2007
Bachelor of Arts, Anthropology, Archaeology, Earth Science, Geography, History
Collegiate Academy 1999 — 2003
Gregory Taussig's UBS Experience January 2012 - March 2012
Job Analyst at SunBridge Capital Management
Industry Venture Capital & Private Equity
Experience
SunBridge Capital Management March 2015 - Present
Cambridge Associates February 2014 - February 2015
Cambridge Associates July 2013 - January 2014
Cambridge Associates July 2012 - June 2013
UBS January 2012 - March 2012
Greenwich Associates June 2011 - August 2011
General Electric (NBC Universal) June 2010 - August 2010
Shuttle Meadow Country Club June 2009 - August 2009
Farmington Bank March 2007 - September 2007
School Age Care June 2006 - September 2006
Education
Elon University 2008 — 2012
BSBA, Business, Finance
Farmington High School 2004 — 2008
SunBridge Capital Management March 2015 - Present
Cambridge Associates February 2014 - February 2015
Cambridge Associates July 2013 - January 2014
Cambridge Associates July 2012 - June 2013
UBS January 2012 - March 2012
Greenwich Associates June 2011 - August 2011
General Electric (NBC Universal) June 2010 - August 2010
Shuttle Meadow Country Club June 2009 - August 2009
Farmington Bank March 2007 - September 2007
School Age Care June 2006 - September 2006
Education
Elon University 2008 — 2012
BSBA, Business, Finance
Farmington High School 2004 — 2008
Jennifer Irvine Jennifer Irvine's UBS Experience January 2010 - May 2010
Job Behavioral Economics/ Marketing at Philips Healthcare
Industry Medical Devices
Experience
Philips Healthcare September 2012 - Present
Philips Healthcare September 2010 - September 2012
Cornerstone Financial Group December 2007 - September 2010
UBS January 2010 - May 2010
RTN Credit Union May 2008 - January 2010
Waltham City Hall Payroll Dept June 2004 - August 2006
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Data Analysis, PowerPoint, Finance, Forecasting, Outlook, Market Research, Microsoft Word, Financial Reporting, Process Improvement, Marketing, Strategic Financial..., Marketing Strategy, Leadership, SAP, Accounts Payable, Product Marketing, Marketing Communications, Budgets, Analysis, Management, Access, Project Management, Financial Accounting, Team Leadership, Operations Management, Change Management, Marketing Management, Corporate Finance, Account Management, Financial Modeling, Competitive Analysis, Public Relations, Strategic Planning, Integrated Marketing, Inventory Management, Salesforce.com, Time Management, Business Planning, Cross-functional Team..., Sales, Teamwork
Education
Endicott College 2013 — 2015
Master of Business Administration (MBA), Marketing
Stonehill College 2006 — 2010
Bachelor of Arts, Economics
Philips Healthcare September 2012 - Present
Philips Healthcare September 2010 - September 2012
Cornerstone Financial Group December 2007 - September 2010
UBS January 2010 - May 2010
RTN Credit Union May 2008 - January 2010
Waltham City Hall Payroll Dept June 2004 - August 2006
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Data Analysis, PowerPoint, Finance, Forecasting, Outlook, Market Research, Microsoft Word, Financial Reporting, Process Improvement, Marketing, Strategic Financial..., Marketing Strategy, Leadership, SAP, Accounts Payable, Product Marketing, Marketing Communications, Budgets, Analysis, Management, Access, Project Management, Financial Accounting, Team Leadership, Operations Management, Change Management, Marketing Management, Corporate Finance, Account Management, Financial Modeling, Competitive Analysis, Public Relations, Strategic Planning, Integrated Marketing, Inventory Management, Salesforce.com, Time Management, Business Planning, Cross-functional Team..., Sales, Teamwork
Education
Endicott College 2013 — 2015
Master of Business Administration (MBA), Marketing
Stonehill College 2006 — 2010
Bachelor of Arts, Economics
Hisham N Khan's UBS Experience June 2011 - August 2011
Job Summer Analyst at JPMorgan Chase
Industry Banking
Experience
Goizueta Business School January 2012 - May 2013
JPMorgan Chase June 2012 - August 2012
UBS June 2011 - August 2011
Citi June 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Financial Modeling, DCF Valuation, Financial Analysis, Corporate Finance, Strategic Planning, Equity Capital Markets, Fixed Income, Leveraged Finance, Economics, Valuation, Data Analysis
Education
Emory University - Goizueta Business School 2009 — 2013
BBA, Finance, Strategy & Management Consulting
Karachi Grammar School 2002 — 2009
Bachelor of Arts (BA)
Goizueta Business School January 2012 - May 2013
JPMorgan Chase June 2012 - August 2012
UBS June 2011 - August 2011
Citi June 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Financial Modeling, DCF Valuation, Financial Analysis, Corporate Finance, Strategic Planning, Equity Capital Markets, Fixed Income, Leveraged Finance, Economics, Valuation, Data Analysis
Education
Emory University - Goizueta Business School 2009 — 2013
BBA, Finance, Strategy & Management Consulting
Karachi Grammar School 2002 — 2009
Bachelor of Arts (BA)
Erika (Larson) Branson Erika (Larson) Branson's UBS Experience January 2008 - April 2010
Job Strategy Analyst at American Airlines
Industry Airlines/Aviation
Experience
American Airlines December 2012 - Present
JCPenney October 2012 - December 2012
Dallas Auction Gallery March 2012 - May 2012
Solomon R. Guggenheim Museum June 2011 - August 2011
Dallas Museum of Art January 2011 - May 2011
UBS January 2008 - April 2010
Wachovia Securities July 2004 - November 2007
Skills
Fundraising, Non-profits, Event Planning, Research, Social Media, Public Speaking, PowerPoint, Event Management, Marketing, Strategic Planning, Financial Analysis, Business Strategy, Microsoft Excel, Competitive Analysis
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Master of Business Administration, Strategy & Entrepreneurship
Southern Methodist University - Meadows School of the Arts 2010 — 2012
Master of Arts, Arts Management
Universita Commerciale Luigi Bocconi 2011 — 2011
Economics and Arts Management
Elon University 2000 — 2004
Bachelor of Science, Business Administration, Finance Concentration
American Airlines December 2012 - Present
JCPenney October 2012 - December 2012
Dallas Auction Gallery March 2012 - May 2012
Solomon R. Guggenheim Museum June 2011 - August 2011
Dallas Museum of Art January 2011 - May 2011
UBS January 2008 - April 2010
Wachovia Securities July 2004 - November 2007
Skills
Fundraising, Non-profits, Event Planning, Research, Social Media, Public Speaking, PowerPoint, Event Management, Marketing, Strategic Planning, Financial Analysis, Business Strategy, Microsoft Excel, Competitive Analysis
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Master of Business Administration, Strategy & Entrepreneurship
Southern Methodist University - Meadows School of the Arts 2010 — 2012
Master of Arts, Arts Management
Universita Commerciale Luigi Bocconi 2011 — 2011
Economics and Arts Management
Elon University 2000 — 2004
Bachelor of Science, Business Administration, Finance Concentration
Christopher R. Johnson Christopher R. Johnson's UBS Experience June 2007 - August 2007
Job Assistant Vice President, GE Capital Corporate Finance
Industry Financial Services
Experience
GE Capital August 2013 - Present
General Electric May 2011 - July 2013
Bridgewater Associates June 2009 - April 2011
Emory University August 2006 - May 2008
UBS June 2007 - August 2007
Case Closed Enterprises 2004 - 2006
Capital Guardian Trust Company 2000 - 2004
Skills
Project Finance, Portfolio Valuation, Financial Modeling, Excel, Equity Valuation, Credit Analysis, Portfolio Management, Investments, Finance, Leadership, Microsoft Excel, Project Management, Management, Valuation, Equities, Due Diligence
Education
Emory University - Goizueta Business School 2006 — 2008
MBA, Finance
Loyola Marymount University 1996 — 2000
BBA, Finance
Brentwood School 1990 — 1996
HS Diploma
GE Capital August 2013 - Present
General Electric May 2011 - July 2013
Bridgewater Associates June 2009 - April 2011
Emory University August 2006 - May 2008
UBS June 2007 - August 2007
Case Closed Enterprises 2004 - 2006
Capital Guardian Trust Company 2000 - 2004
Skills
Project Finance, Portfolio Valuation, Financial Modeling, Excel, Equity Valuation, Credit Analysis, Portfolio Management, Investments, Finance, Leadership, Microsoft Excel, Project Management, Management, Valuation, Equities, Due Diligence
Education
Emory University - Goizueta Business School 2006 — 2008
MBA, Finance
Loyola Marymount University 1996 — 2000
BBA, Finance
Brentwood School 1990 — 1996
HS Diploma
Robert Morin, CFP ® Robert Morin, CFP ®'s UBS Experience January 2014 - Present
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS January 2014 - Present
UBS November 2008 - Present
Merrill Lynch June 1999 - November 2008
Education
Eastern Connecticut State University 1990 — 1992
B.S., Business
Skidmore College 1988 — 1990
business
UBS January 2014 - Present
UBS November 2008 - Present
Merrill Lynch June 1999 - November 2008
Education
Eastern Connecticut State University 1990 — 1992
B.S., Business
Skidmore College 1988 — 1990
business
Patrick Irvine's UBS Experience November 2011 - February 2012
Job Vice President at Fund of Hedge Funds
Industry Investment Management
Experience
Fund of Hedge Funds July 2012 - Present
Lyxor Asset Management March 2012 - July 2012
UBS November 2011 - February 2012
Pittsburgh Pirates June 2009 - April 2011
Skills
Alternative Investments, Hedge Funds, Series 7, Series 63, Fund Of Funds
Education
Elon University 2005 — 2009
B.S. BA, Finance
The Hotchkiss School
Fund of Hedge Funds July 2012 - Present
Lyxor Asset Management March 2012 - July 2012
UBS November 2011 - February 2012
Pittsburgh Pirates June 2009 - April 2011
Skills
Alternative Investments, Hedge Funds, Series 7, Series 63, Fund Of Funds
Education
Elon University 2005 — 2009
B.S. BA, Finance
The Hotchkiss School
Dominique Leblanc's UBS Experience 1997 - 2000
Job Corporate Credit Manager at Caterpillar Financial Services Corporation
Industry Financial Services
Experience
Caterpillar Financial January 2015 - Present
Caterpillar Financial Services Asia Pte Ltd August 2012 - December 2014
Standard Bank 2011 - July 2012
Standard Bank 2008 - 2010
Moody's 2002 - 2004
Standard Bank 2000 - 2001
UBS 1997 - 2000
Credit Lyonnais 1996 - 1997
BNP Paribas 1995 - 1996
BNP Paribas 1992 - 1995
Skills
Credit Risk, French, English, Spanish, Russian, Banking, Investment Banking, Art, Risk Management, Bahasa Indonesia, Commodities, Emerging Markets, Precious Metals, New Business Development, Corporate Finance, Credit Analysis, Credit, Risk, Trading, Project Finance, Marine Industry, Power Generation
Education
ESCP Europe 1989 — 1992
Business, FInance, Marketing, Economics
Ecole du Louvre 2004 — 2007
History of Art, Modern, African and Oceanic Art
Caterpillar Financial January 2015 - Present
Caterpillar Financial Services Asia Pte Ltd August 2012 - December 2014
Standard Bank 2011 - July 2012
Standard Bank 2008 - 2010
Moody's 2002 - 2004
Standard Bank 2000 - 2001
UBS 1997 - 2000
Credit Lyonnais 1996 - 1997
BNP Paribas 1995 - 1996
BNP Paribas 1992 - 1995
Skills
Credit Risk, French, English, Spanish, Russian, Banking, Investment Banking, Art, Risk Management, Bahasa Indonesia, Commodities, Emerging Markets, Precious Metals, New Business Development, Corporate Finance, Credit Analysis, Credit, Risk, Trading, Project Finance, Marine Industry, Power Generation
Education
ESCP Europe 1989 — 1992
Business, FInance, Marketing, Economics
Ecole du Louvre 2004 — 2007
History of Art, Modern, African and Oceanic Art
William Nuckols's UBS Experience 2004 - 2004
Job
Industry Financial Services
Experience
Instinet Incorporated June 2007 - Present
Equitec Group February 2004 - June 2007
UBS 2004 - 2004
National Clearing Corp 2002 - 2003
Skills
Trading, Electronic Trading, ETFs, Trading Systems, Bloomberg, Smart Order Routing, Algorithmic Trading, Latin American Equities, Equity Trading, Equities, Hedge Funds, Trading System, Financial Markets, Equity Derivatives, Trading Strategies, Derivatives, Options, Capital Markets
Education
Elon University 1999 — 2001
BA
Instinet Incorporated June 2007 - Present
Equitec Group February 2004 - June 2007
UBS 2004 - 2004
National Clearing Corp 2002 - 2003
Skills
Trading, Electronic Trading, ETFs, Trading Systems, Bloomberg, Smart Order Routing, Algorithmic Trading, Latin American Equities, Equity Trading, Equities, Hedge Funds, Trading System, Financial Markets, Equity Derivatives, Trading Strategies, Derivatives, Options, Capital Markets
Education
Elon University 1999 — 2001
BA
Jamie Braunstein's UBS Experience July 2003 - July 2004
Job
Industry Wireless
Experience
ESPN July 2014 - Present
ESPN April 2011 - June 2014
ESPN 2008 - April 2011
ESPN (Digital Media) August 2006 - December 2008
ESPN Mobile July 2005 - July 2006
ESPN Mobile August 2004 - July 2005
UBS July 2003 - July 2004
Skills
Financial Modeling, Strategy
Education
Emory University - Goizueta Business School 1999 — 2003
Bachelors
ESPN July 2014 - Present
ESPN April 2011 - June 2014
ESPN 2008 - April 2011
ESPN (Digital Media) August 2006 - December 2008
ESPN Mobile July 2005 - July 2006
ESPN Mobile August 2004 - July 2005
UBS July 2003 - July 2004
Skills
Financial Modeling, Strategy
Education
Emory University - Goizueta Business School 1999 — 2003
Bachelors
Helene Safdie's UBS Experience December 1991 - December 1993
Job Business Development at Levy Lighting
Industry Venture Capital & Private Equity
Experience
Levy Lighting NYC August 2014 - Present
BDCo. March 2011 - November 2012
UBS December 1991 - December 1993
Skills
Marketing Strategy, Business Strategy, Private Equity, Strategic Planning, Entrepreneurship, Management, New Business Development, Start-ups, Strategy, Marketing
Education
ecole superieure de management 1989 — 1990
management
Escola Superior de Propaganda e Marketing 1981 — 1983
marketing
Faculdade Metropolitana Unida 1981 — 1983
Law
Levy Lighting NYC August 2014 - Present
BDCo. March 2011 - November 2012
UBS December 1991 - December 1993
Skills
Marketing Strategy, Business Strategy, Private Equity, Strategic Planning, Entrepreneurship, Management, New Business Development, Start-ups, Strategy, Marketing
Education
ecole superieure de management 1989 — 1990
management
Escola Superior de Propaganda e Marketing 1981 — 1983
marketing
Faculdade Metropolitana Unida 1981 — 1983
Law
Ray Stoecklin's UBS Experience 1992 - 1996
Job Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - Present
Morgan Stanley April 2000 - March 2010
Systor AG 1996 - 1999
UBS 1992 - 1996
Skills
Software Development, Java 7, Spring, Hibernate, CXF, perl, Sybase, SQL, Flex 3, JSP, Struts, Flex, Investment Banking, Spring Framework, Perl, Database Design, Capital Markets, Trading Systems, Derivatives, SDLC, Java, Equities, Fixed Income
Education
1991 — 1993
Computer Science
1985 — 1990
Federal Matura Type C, Natural Sciences
Morgan Stanley Smith Barney April 2010 - Present
Morgan Stanley April 2000 - March 2010
Systor AG 1996 - 1999
UBS 1992 - 1996
Skills
Software Development, Java 7, Spring, Hibernate, CXF, perl, Sybase, SQL, Flex 3, JSP, Struts, Flex, Investment Banking, Spring Framework, Perl, Database Design, Capital Markets, Trading Systems, Derivatives, SDLC, Java, Equities, Fixed Income
Education
1991 — 1993
Computer Science
1985 — 1990
Federal Matura Type C, Natural Sciences
Richard Gulbrandsen's UBS Experience Desktop SupportUBS Global Asset Management2002 - Present
Job Desktop Support at UBS
Industry Banking
Experience
UBS Desktop SupportUBS Global Asset Management2002 - Present
Education
Elmhurst College 1975 — 1978
UBS Desktop SupportUBS Global Asset Management2002 - Present
Education
Elmhurst College 1975 — 1978
James Eckel's UBS Experience August 2005 - Present
Job Director: Compensation/HR Analyst at UBS
Industry Human Resources
Experience
UBS August 2005 - Present
Lehman Brothers 2001 - 2005
Skills
Deferred Compensation, HRIS, PeopleSoft, Analysis, Payroll, Human Resources, Visio, Business Objects, Financial Modeling, Talent Management, Performance Management, Management, Training, Onboarding
Education
Eckerd College
BA, Business Management
UBS August 2005 - Present
Lehman Brothers 2001 - 2005
Skills
Deferred Compensation, HRIS, PeopleSoft, Analysis, Payroll, Human Resources, Visio, Business Objects, Financial Modeling, Talent Management, Performance Management, Management, Training, Onboarding
Education
Eckerd College
BA, Business Management
Russell Bell's UBS Experience April 2004 - April 2005
Job ECM Solution Consultant at IBM
Industry Computer Software
Experience
IBM October 2014 - Present
IBM February 2014 - Present
Credit Suisse April 2005 - November 2007
UBS April 2004 - April 2005
Lehman Brothers February 1994 - April 2004
Skills
Fixed Income, Credit, Banking, Derivatives, Risk Management, Portfolio Management, Trading, Bloomberg, Equities, Financial Services, Hedge Funds, Credit Analysis, Financial Analysis, Asset Management, Capital Markets, Finance, Loans, Strategy, Business Analysis, Leadership, Management, Consulting, Sales, Business Development, SaaS
Education
Elmira College 1987 — 1990
Marketing
Suny Cobleskill 1985 — 1987
AAS, Business Administration
IBM October 2014 - Present
IBM February 2014 - Present
Credit Suisse April 2005 - November 2007
UBS April 2004 - April 2005
Lehman Brothers February 1994 - April 2004
Skills
Fixed Income, Credit, Banking, Derivatives, Risk Management, Portfolio Management, Trading, Bloomberg, Equities, Financial Services, Hedge Funds, Credit Analysis, Financial Analysis, Asset Management, Capital Markets, Finance, Loans, Strategy, Business Analysis, Leadership, Management, Consulting, Sales, Business Development, SaaS
Education
Elmira College 1987 — 1990
Marketing
Suny Cobleskill 1985 — 1987
AAS, Business Administration
Steven Scharlat's UBS Experience October 2006 - November 2008
Job Talent Acquisition Manager at FUJIFILM Holdings America Corporation
Industry Staffing and Recruiting
Experience
FUJIFILM Holdings America Corporation April 2014 - Present
Leafstone Staffing February 2011 - October 2013
Leafstone Staffing November 2008 - February 2011
UBS October 2006 - November 2008
MAXIMUS Inc January 2002 - October 2006
MAXIMUS Inc April 2001 - January 2002
Abbott House August 1998 - March 2001
Skills
Recruiting, Temporary Placement, Applicant Tracking..., Temporary Staffing, Talent Acquisition, Staffing Services, Internet Recruiting, Leadership, Interviews, Hiring, Management, Onboarding, Technical Recruiting, Coaching, Sourcing, Human Resources, Account Management, Sales, Talent Management, Executive Search
Education
Elon University 1993 — 1997
BS, Human Services
FUJIFILM Holdings America Corporation April 2014 - Present
Leafstone Staffing February 2011 - October 2013
Leafstone Staffing November 2008 - February 2011
UBS October 2006 - November 2008
MAXIMUS Inc January 2002 - October 2006
MAXIMUS Inc April 2001 - January 2002
Abbott House August 1998 - March 2001
Skills
Recruiting, Temporary Placement, Applicant Tracking..., Temporary Staffing, Talent Acquisition, Staffing Services, Internet Recruiting, Leadership, Interviews, Hiring, Management, Onboarding, Technical Recruiting, Coaching, Sourcing, Human Resources, Account Management, Sales, Talent Management, Executive Search
Education
Elon University 1993 — 1997
BS, Human Services
D'Andre Hamilton's UBS Experience August 2005 - May 2006
Job Client Service
Industry Insurance
Experience
Health Care Service Corporation August 2015 - Present
GoHealth September 2013 - April 2015
AT&T November 2008 - January 2013
On the Rocks Wine & Spirits February 2007 - January 2009
CareerBuilder.com August 2006 - May 2007
UBS August 2005 - May 2006
Skills
Payroll, Marketing, Direct Sales, Advertising, Internet Recruiting, Sourcing, Social Media Marketing, Social Media, Team Building, Management, Training, Time Management, Microsoft Excel, Sales, Customer Service, Leadership, Account Management, Cold Calling, Analysis, Customer Satisfaction, Leadership Development
Education
Elmhurst College 2001 — 2006
BS, Business
Health Care Service Corporation August 2015 - Present
GoHealth September 2013 - April 2015
AT&T November 2008 - January 2013
On the Rocks Wine & Spirits February 2007 - January 2009
CareerBuilder.com August 2006 - May 2007
UBS August 2005 - May 2006
Skills
Payroll, Marketing, Direct Sales, Advertising, Internet Recruiting, Sourcing, Social Media Marketing, Social Media, Team Building, Management, Training, Time Management, Microsoft Excel, Sales, Customer Service, Leadership, Account Management, Cold Calling, Analysis, Customer Satisfaction, Leadership Development
Education
Elmhurst College 2001 — 2006
BS, Business
Bernadette Pomponio's UBS Experience December 2005 - April 2014
Job Senior Investment Research Analyst at Carriage Services
Industry Investment Management
Experience
Carriage Services May 2014 - Present
UBS December 2005 - April 2014
Skills
Valuation, Financial Modeling, Derivatives, Leveraged Finance, Fixed Income, High Yield, Bloomberg, Investment Banking, Financial Analysis, Hedge Funds, Capital Markets, Corporate Finance, Portfolio Management, Project Finance
Education
Georgetown University - The McDonough School of Business 1998 — 2001
MBA, Finance
Eckerd College 1989 — 1993
BS, International Business, French, Russian
Carriage Services May 2014 - Present
UBS December 2005 - April 2014
Skills
Valuation, Financial Modeling, Derivatives, Leveraged Finance, Fixed Income, High Yield, Bloomberg, Investment Banking, Financial Analysis, Hedge Funds, Capital Markets, Corporate Finance, Portfolio Management, Project Finance
Education
Georgetown University - The McDonough School of Business 1998 — 2001
MBA, Finance
Eckerd College 1989 — 1993
BS, International Business, French, Russian
Mustafa Choukri's UBS Experience 2007 - Present
Job Executive Director Quantitative Risk Control at UBS
Industry Financial Services
Experience
UBS 2007 - Present
Barclays Capital April 2006 - June 2007
CIBC January 2003 - March 2006
TD Bank May 2002 - August 2002
Skills
Market Risk, Quantitative Finance, Derivatives, Fixed Income, Credit Derivatives, Quantitative Analytics, Capital Markets, Correlation Trading, Index Options, Stochastic Calculus
Education
Ecole Centrale Paris
University of Toronto
Master's degree, Mathematics
University of Waterloo
Financial Mathematics
UBS 2007 - Present
Barclays Capital April 2006 - June 2007
CIBC January 2003 - March 2006
TD Bank May 2002 - August 2002
Skills
Market Risk, Quantitative Finance, Derivatives, Fixed Income, Credit Derivatives, Quantitative Analytics, Capital Markets, Correlation Trading, Index Options, Stochastic Calculus
Education
Ecole Centrale Paris
University of Toronto
Master's degree, Mathematics
University of Waterloo
Financial Mathematics
Chetan Jadhav's UBS Experience April 2005 - April 2007
Job Entrepreneur, Technology, Innovation and Strategy
Industry Information Technology and Services
Experience
Doctor Care January 2010 - Present
Piper Jaffray January 2009 - September 2009
Credit Suisse May 2007 - December 2007
UBS April 2005 - April 2007
Prudential Financial October 2004 - January 2005
Skills
Entrepreneurship, Venture Capital, Healthcare, Healthcare Information..., Information Technology, Semiconductors, Corporate Finance, Equity Research, Equity Valuation, Valuation, Strategy, Due Diligence, Mergers & Acquisitions, Investments, Asset Management, Start-ups, Corporate Development, Private Equity
Education
NYU Stern School of Business 2011 — 2013
MBA
Emory University 1997 — 2001
BA, Economics, Art History, Pre-Med
GSGIS 1994 — 1997
Doctor Care January 2010 - Present
Piper Jaffray January 2009 - September 2009
Credit Suisse May 2007 - December 2007
UBS April 2005 - April 2007
Prudential Financial October 2004 - January 2005
Skills
Entrepreneurship, Venture Capital, Healthcare, Healthcare Information..., Information Technology, Semiconductors, Corporate Finance, Equity Research, Equity Valuation, Valuation, Strategy, Due Diligence, Mergers & Acquisitions, Investments, Asset Management, Start-ups, Corporate Development, Private Equity
Education
NYU Stern School of Business 2011 — 2013
MBA
Emory University 1997 — 2001
BA, Economics, Art History, Pre-Med
GSGIS 1994 — 1997
Lance Cholet, CFP®, ChFC®'s UBS Experience April 2010 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS April 2010 - Present
Skills
High Net Worth..., Wealth Management, Holistic Financial..., Retirement Planning, Investment Management, Insurance Planning, Estate Planning, Series 7, Series 24, Cross-functional Team...
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
Eastern Connecticut State University
B.S., Business Administration
UBS April 2010 - Present
Skills
High Net Worth..., Wealth Management, Holistic Financial..., Retirement Planning, Investment Management, Insurance Planning, Estate Planning, Series 7, Series 24, Cross-functional Team...
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
Eastern Connecticut State University
B.S., Business Administration
Gabriel N. Schenker's UBS Experience July 2000 - June 2006
Job Principle Software Architect at Clear Measure, Inc.
Industry Computer Software
Experience
Clear Measure, Inc. January 2015 - Present
Topaz Technologies March 2009 - January 2015
Digicomp Academy AG July 1996 - March 2009
ABB July 2006 - November 2008
UBS July 2000 - June 2006
Skills
Continuous Deployment, Continuous Delivery, Software Architecture, Micro Services, JavaScript, AngularJS, DDD, Event Sourcing, MongoDB, REST, Test Driven Development, ESB, NHibernate, .NET, C#, Design Patterns, Software Design, Team Leadership, Mentoring, LINQ, IoC, Scrum, MVC, Web Services, Microsoft SQL Server, Visual Studio, Unit Testing, NUnit, Continuous Integration, Object Oriented Design, WPF, ASP.NET MVC, T-SQL, MVVM, Abstract thinking, Software Solution..., Architecture, SQL Server, Software Development, TDD, WCF, Agile Methodologies, OOP, Silverlight, German, French, English
Education
1990 — 1993
Ph.D., Physics
1984 — 1989
Master, Physics
Clear Measure, Inc. January 2015 - Present
Topaz Technologies March 2009 - January 2015
Digicomp Academy AG July 1996 - March 2009
ABB July 2006 - November 2008
UBS July 2000 - June 2006
Skills
Continuous Deployment, Continuous Delivery, Software Architecture, Micro Services, JavaScript, AngularJS, DDD, Event Sourcing, MongoDB, REST, Test Driven Development, ESB, NHibernate, .NET, C#, Design Patterns, Software Design, Team Leadership, Mentoring, LINQ, IoC, Scrum, MVC, Web Services, Microsoft SQL Server, Visual Studio, Unit Testing, NUnit, Continuous Integration, Object Oriented Design, WPF, ASP.NET MVC, T-SQL, MVVM, Abstract thinking, Software Solution..., Architecture, SQL Server, Software Development, TDD, WCF, Agile Methodologies, OOP, Silverlight, German, French, English
Education
1990 — 1993
Ph.D., Physics
1984 — 1989
Master, Physics
Andrew Cardamone's UBS Experience September 2013 - Present
Job UBS
Industry Investment Banking
Experience
UBS September 2013 - Present
SunTrust Robinson Humphrey February 2010 - September 2013
Barclays Capital October 2005 - January 2009
Banc of America Securities July 2000 - October 2005
Skills
Fixed Income, Investments, Bonds, Bloomberg, Corporate Finance, Capital Markets
Education
Wake Forest University School of Business 1998 — 2000
MBA, Finance
Syracuse University 1989 — 1993
Bachelor of Arts, Economics
Emory University
UBS September 2013 - Present
SunTrust Robinson Humphrey February 2010 - September 2013
Barclays Capital October 2005 - January 2009
Banc of America Securities July 2000 - October 2005
Skills
Fixed Income, Investments, Bonds, Bloomberg, Corporate Finance, Capital Markets
Education
Wake Forest University School of Business 1998 — 2000
MBA, Finance
Syracuse University 1989 — 1993
Bachelor of Arts, Economics
Emory University
Craig Schultz's UBS Experience 2005 - 2008
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2012 - Present
Citi June 2008 - June 2012
UBS 2005 - 2008
Skills
Derivatives, FX Options, Investment Banking, Electronic Trading, Hedge Funds, Capital Markets, Trading Systems, Fixed Income, FX trading, Economics, Financial Markets, Trading, Risk Management, Options, Structured Products, Currency, Emerging Markets, Foreign Exchange, Commodity, Swaps, Credit Derivatives, Bloomberg, Equities, Equity Derivatives, Interest Rate..., Technical Analysis, FX Trading
Education
Edith Cowan University 2000 — 2002
Marketing, Economics
Deutsche Bank 2012 - Present
Citi June 2008 - June 2012
UBS 2005 - 2008
Skills
Derivatives, FX Options, Investment Banking, Electronic Trading, Hedge Funds, Capital Markets, Trading Systems, Fixed Income, FX trading, Economics, Financial Markets, Trading, Risk Management, Options, Structured Products, Currency, Emerging Markets, Foreign Exchange, Commodity, Swaps, Credit Derivatives, Bloomberg, Equities, Equity Derivatives, Interest Rate..., Technical Analysis, FX Trading
Education
Edith Cowan University 2000 — 2002
Marketing, Economics
Brad Bernstein's UBS Experience 1998 - Present
Job Executive Director, Deputy GC, UBS Financial Services
Industry Financial Services
Experience
UBS 1998 - Present
Merrill Lynch 1987 - 1999
Skills
Securities Law, Equities, Compliance, Fixed Income, KYC, Mutual Funds, FINRA, Series 7, Securities Regulation, Capital Markets, Securities, Alternative Investments, Asset Management, Wealth Management, Structured Products, Hedge Funds, Series 24, Derivatives, Prime Brokerage, AML, Investment Banking, Investments, Due Diligence, Financial Services, Series 63, Portfolio Management
Education
Emory University 1981 — 1985
BS, Economics; Math, Honors in Economics
Fordham University School of Law
UBS 1998 - Present
Merrill Lynch 1987 - 1999
Skills
Securities Law, Equities, Compliance, Fixed Income, KYC, Mutual Funds, FINRA, Series 7, Securities Regulation, Capital Markets, Securities, Alternative Investments, Asset Management, Wealth Management, Structured Products, Hedge Funds, Series 24, Derivatives, Prime Brokerage, AML, Investment Banking, Investments, Due Diligence, Financial Services, Series 63, Portfolio Management
Education
Emory University 1981 — 1985
BS, Economics; Math, Honors in Economics
Fordham University School of Law
Emily Paul's UBS Experience August 2007 - August 2008
Job Graduate Student Instructor, Information Organization and Retrieval at UC Berkeley
Industry Research
Experience
UC Berkeley August 2015 - Present
Salesforce May 2015 - August 2015
UC Berkeley August 2014 - December 2014
The New Press January 2013 - August 2014
The New Press August 2011 - January 2013
Center for Global Development January 2011 - August 2011
Center for Global Development September 2009 - December 2010
FINCA International May 2009 - August 2009
Center for Global Development November 2008 - May 2009
UBS August 2007 - August 2008
Skills
Qualitative Research, User Research, Usability Testing, Project Management, Strategic Communications, Internal Communications, User Experience Design, Paper Prototyping, Email Marketing, Python, Nonprofits, Board Relations, Non-profits, Event Planning, Fundraising, Event Management, Community Outreach, Editing, Research, Policy Analysis, Public Speaking, Data Analysis, Grant Writing, International..., Management, Public Policy
Education
UC Berkeley School of Information
Master of Information Management and Systems
Emory University 2003 — 2007
BA, Economics, International Studies
Maret School 1995 — 2003
New York University
School of Continuing and Professional Studies, Python
School of Visual Arts
Continuing Education Class, Branding
New York University
Continuing Education, Summer Writing Workshop
The New School
Continuing Education, Modernist Literature
Oxford University
English Literature Summer School
UC Berkeley August 2015 - Present
Salesforce May 2015 - August 2015
UC Berkeley August 2014 - December 2014
The New Press January 2013 - August 2014
The New Press August 2011 - January 2013
Center for Global Development January 2011 - August 2011
Center for Global Development September 2009 - December 2010
FINCA International May 2009 - August 2009
Center for Global Development November 2008 - May 2009
UBS August 2007 - August 2008
Skills
Qualitative Research, User Research, Usability Testing, Project Management, Strategic Communications, Internal Communications, User Experience Design, Paper Prototyping, Email Marketing, Python, Nonprofits, Board Relations, Non-profits, Event Planning, Fundraising, Event Management, Community Outreach, Editing, Research, Policy Analysis, Public Speaking, Data Analysis, Grant Writing, International..., Management, Public Policy
Education
UC Berkeley School of Information
Master of Information Management and Systems
Emory University 2003 — 2007
BA, Economics, International Studies
Maret School 1995 — 2003
New York University
School of Continuing and Professional Studies, Python
School of Visual Arts
Continuing Education Class, Branding
New York University
Continuing Education, Summer Writing Workshop
The New School
Continuing Education, Modernist Literature
Oxford University
English Literature Summer School
Matthew Brown, CFP®'s UBS Experience December 2009 - Present
Job at UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS December 2009 - Present
Navigant Capital Advisors June 2007 - July 2009
CapitalSource August 2004 - August 2005
SunTrust Bank August 2001 - August 2004
Skills
Investments
Education
Emory University 2005 — 2007
MBA, Finance, Leadership
Hampden-Sydney College 1997 — 2001
BA, Managerial Economics
The University of Queensland 2000 — 2000
Mountain Brook High School
UBS December 2009 - Present
Navigant Capital Advisors June 2007 - July 2009
CapitalSource August 2004 - August 2005
SunTrust Bank August 2001 - August 2004
Skills
Investments
Education
Emory University 2005 — 2007
MBA, Finance, Leadership
Hampden-Sydney College 1997 — 2001
BA, Managerial Economics
The University of Queensland 2000 — 2000
Mountain Brook High School
Patty Welser's UBS Experience 2005 - 2008
Job Owner at Common Threads Quilt Shoppe
Industry Retail
Experience
Common Threads Quilt Shoppe October 2009 - Present
Region 17 Sweet Adelines 2000 - 2009
UBS 2005 - 2008
Education
Edinboro University of Pennsylvania
B.S, Education
Gannon University
M. Ed., Curriculum and Instruction
Common Threads Quilt Shoppe October 2009 - Present
Region 17 Sweet Adelines 2000 - 2009
UBS 2005 - 2008
Education
Edinboro University of Pennsylvania
B.S, Education
Gannon University
M. Ed., Curriculum and Instruction
Shafiq Perry's UBS Experience 2011 - 2011
Job Vice President & Senior Legal Counsel at HSBC Securities
Industry Law Practice
Experience
HSBC Securities June 2013 - Present
Paul Hastings July 2011 - May 2013
Curtis Mallet-Prevost, Colt & Mosle LLP 2008 - August 2011
UBS 2011 - 2011
Miami-Dade Public Defender's Office 2006 - 2006
Skills
Finance, Restructuring, Fixed Income, Legal Research, Legal Writing, Corporate Law, Civil Litigation, Bankruptcy, Intellectual Property, Mergers & Acquisitions, Due Diligence, Corporate Governance, Westlaw, Leveraged Finance
Education
Emory University School of Law 2005 — 2008
JD
Middlebury College 2001 — 2005
BA, Spanish Literature and Political Science
HSBC Securities June 2013 - Present
Paul Hastings July 2011 - May 2013
Curtis Mallet-Prevost, Colt & Mosle LLP 2008 - August 2011
UBS 2011 - 2011
Miami-Dade Public Defender's Office 2006 - 2006
Skills
Finance, Restructuring, Fixed Income, Legal Research, Legal Writing, Corporate Law, Civil Litigation, Bankruptcy, Intellectual Property, Mergers & Acquisitions, Due Diligence, Corporate Governance, Westlaw, Leveraged Finance
Education
Emory University School of Law 2005 — 2008
JD
Middlebury College 2001 — 2005
BA, Spanish Literature and Political Science
William Spencer Denham's UBS Experience January 2008 - April 2008
Job AVP Global Commodities at Bank of America
Industry Higher Education
Experience
Bank of America Merrill Lynch October 2014 - Present
JP Morgan January 2011 - Present
GlobalData October 2010 - January 2011
SAC Capital June 2009 - August 2009
SAC Capital May 2008 - August 2008
UBS January 2008 - April 2008
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Business Administration Concentration Finance
Bank of America Merrill Lynch October 2014 - Present
JP Morgan January 2011 - Present
GlobalData October 2010 - January 2011
SAC Capital June 2009 - August 2009
SAC Capital May 2008 - August 2008
UBS January 2008 - April 2008
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Business Administration Concentration Finance
David Chan's UBS Experience April 2004 - December 2004
Job Investment Professional at Alcentra Capital
Industry Venture Capital & Private Equity
Experience
Alcentra Capital Corporation September 2014 - Present
Caymus Equity Partners LLC April 2011 - September 2014
Caymus Partners LLC June 2006 - April 2010
UBS April 2004 - December 2004
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Investment Banking, Strategy, Investments, Finance, Capital IQ, DCF, Executive Management, Management, Private Placements, Mandarin, Corporate Finance, Marketing, LBO, Mergers & Acquisitions, Financial Analysis, Equities
Education
Emory University 2002 — 2006
BA, Economics, Mathematics
Alcentra Capital Corporation September 2014 - Present
Caymus Equity Partners LLC April 2011 - September 2014
Caymus Partners LLC June 2006 - April 2010
UBS April 2004 - December 2004
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Investment Banking, Strategy, Investments, Finance, Capital IQ, DCF, Executive Management, Management, Private Placements, Mandarin, Corporate Finance, Marketing, LBO, Mergers & Acquisitions, Financial Analysis, Equities
Education
Emory University 2002 — 2006
BA, Economics, Mathematics
Fred Pergola, FRM's UBS Experience April 2014 - Present
Job Stress Testing USA at UBS
Industry Banking
Experience
UBS April 2014 - Present
UBS May 2012 - April 2014
UBS May 2011 - January 2012
UBS January 2010 - May 2011
Accenture April 2008 - January 2010
Societe Generale September 2007 - February 2008
Accenture May 2006 - August 2007
Societe Generale July 2005 - February 2006
Caisse d'Epargne Ile-de-France July 2004 - December 2004
Skills
Stress Testing, Market Risk, Credit Risk, Basel II, Basel III, Investment Banking, Equity Derivatives, Fixed Income, Foreign Exchange, Derivatives, Capital Markets, Financial Markets, VBA, SQL, Bloomberg, Reuters, Objective-C, Financial Risk, Equities, Risk Management
Education
Ecole de Management de Lyon 2003 — 2006
Msc in Management, Finance
Université Panthéon Assas (Paris II) 1999 — 2003
Masters in International Law, International Public Law
SJP
UBS April 2014 - Present
UBS May 2012 - April 2014
UBS May 2011 - January 2012
UBS January 2010 - May 2011
Accenture April 2008 - January 2010
Societe Generale September 2007 - February 2008
Accenture May 2006 - August 2007
Societe Generale July 2005 - February 2006
Caisse d'Epargne Ile-de-France July 2004 - December 2004
Skills
Stress Testing, Market Risk, Credit Risk, Basel II, Basel III, Investment Banking, Equity Derivatives, Fixed Income, Foreign Exchange, Derivatives, Capital Markets, Financial Markets, VBA, SQL, Bloomberg, Reuters, Objective-C, Financial Risk, Equities, Risk Management
Education
Ecole de Management de Lyon 2003 — 2006
Msc in Management, Finance
Université Panthéon Assas (Paris II) 1999 — 2003
Masters in International Law, International Public Law
SJP
Marie Alesia's UBS Experience March 2002 - January 2009
Job Business Office Manager at Arrow Messenger Service, Inc
Industry Management Consulting
Experience
Arrow Messenger Service, Inc November 2010 - Present
UBS March 2002 - January 2009
Seaton Corporation April 2000 - September 2001
Lincoln Park Zoo November 1988 - March 2000
Skills
Client Services, Contract Negotiation, Problem Solving, Budgeting, Budgets, Financial Services, Contract Management, Outsourcing, Strategic Sourcing, Vendor Management, Human Resources, Management, Change Management, Operations Management, Team Leadership, Recruiting, Executive Management, Program Management, Leadership, Training, Finance, Purchasing, Marketing, Sales Operations, Process Improvement, Time Management
Education
Elmhurst College 1994 — 1997
B.S., Business Administration
Triton-College 1986 — 1987
A.A.S., Advertising Arts
Arrow Messenger Service, Inc November 2010 - Present
UBS March 2002 - January 2009
Seaton Corporation April 2000 - September 2001
Lincoln Park Zoo November 1988 - March 2000
Skills
Client Services, Contract Negotiation, Problem Solving, Budgeting, Budgets, Financial Services, Contract Management, Outsourcing, Strategic Sourcing, Vendor Management, Human Resources, Management, Change Management, Operations Management, Team Leadership, Recruiting, Executive Management, Program Management, Leadership, Training, Finance, Purchasing, Marketing, Sales Operations, Process Improvement, Time Management
Education
Elmhurst College 1994 — 1997
B.S., Business Administration
Triton-College 1986 — 1987
A.A.S., Advertising Arts
Alois Pirker's UBS Experience 1997 - 2000
Job
Industry Financial Services
Experience
Aite Group 2009 - Present
Aite Group 2006 - 2009
Celent 2005 - 2006
UBS Wealth Management 2000 - 2004
UBS 1997 - 2000
Skills
Investments, Financial Services, Wealth Management, Asset Managment, Portfolio Management, Investment Management, Risk Management, Asset Allocation, Relationship Management, Competitive Analysis, Competitive Intelligence, Market Analysis, Strategic Financial..., Banking, Asset Management, Business Analysis, Financial Markets, Business Development, Strategy, Options, Enterprise Data, Financial Planning
Education
Ecole polytechnique fédérale de Lausanne 1996 — 1997
Master's Thesis
Universität Klagenfurt 1991 — 1997
Diplom-Ingenieur (BS and MS)
Aite Group 2009 - Present
Aite Group 2006 - 2009
Celent 2005 - 2006
UBS Wealth Management 2000 - 2004
UBS 1997 - 2000
Skills
Investments, Financial Services, Wealth Management, Asset Managment, Portfolio Management, Investment Management, Risk Management, Asset Allocation, Relationship Management, Competitive Analysis, Competitive Intelligence, Market Analysis, Strategic Financial..., Banking, Asset Management, Business Analysis, Financial Markets, Business Development, Strategy, Options, Enterprise Data, Financial Planning
Education
Ecole polytechnique fédérale de Lausanne 1996 — 1997
Master's Thesis
Universität Klagenfurt 1991 — 1997
Diplom-Ingenieur (BS and MS)
Mardette Maliszewski's UBS Experience 2007 - 2009
Job Manager, Enterprise Supplier Management at Capital One
Industry Financial Services
Experience
Capital One March 2014 - Present
Morgan Stanley Wealth Management March 2010 - March 2014
UBS Financial Services July 2007 - November 2009
UBS Financial Services January 2008 - July 2009
UBS 2007 - 2009
Smith Barney Inc April 1987 - July 2007
Merrill Lynch Inc June 1985 - April 1987
Skills
Investments, Equities, Operations Management, Mutual Funds, Investment Advisory, Operations, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Securities, Series 7, Risk Management, Financial Services, Management, Series 63, Series 8
Education
Elizabethtown College 1981 — 1985
B.A., Political Science
Springfield High School 1979 — 1981
High School Diploma, College Prep
Capital One March 2014 - Present
Morgan Stanley Wealth Management March 2010 - March 2014
UBS Financial Services July 2007 - November 2009
UBS Financial Services January 2008 - July 2009
UBS 2007 - 2009
Smith Barney Inc April 1987 - July 2007
Merrill Lynch Inc June 1985 - April 1987
Skills
Investments, Equities, Operations Management, Mutual Funds, Investment Advisory, Operations, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Securities, Series 7, Risk Management, Financial Services, Management, Series 63, Series 8
Education
Elizabethtown College 1981 — 1985
B.A., Political Science
Springfield High School 1979 — 1981
High School Diploma, College Prep
Adam Rogoff's UBS Experience June 2010 - August 2010
Job AVP at Citi
Industry Financial Services
Experience
Citi April 2014 - Present
Morgan Stanley June 2011 - April 2014
UBS June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Fixed Income, Interest Rate..., Interest Rate Swaps, Latin American markets, Accounting, Capital Markets, Commodity Markets, Emerging Markets, Financial Markets
Education
Emory University - Goizueta Business School 2007 — 2011
Citi April 2014 - Present
Morgan Stanley June 2011 - April 2014
UBS June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Fixed Income, Interest Rate..., Interest Rate Swaps, Latin American markets, Accounting, Capital Markets, Commodity Markets, Emerging Markets, Financial Markets
Education
Emory University - Goizueta Business School 2007 — 2011
Raphael Cundari's UBS Experience August 2010 - August 2011
Job District VicePresident at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments October 2014 - Present
Fidelity Investments December 2011 - September 2014
Fidelity Investments September 2011 - November 2011
UBS August 2010 - August 2011
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Management, Customer Service, Investment Strategies, Securities, Investment Advisory, Retirement Planning
Education
Union College 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Elmira College 2005 — 2008
Bachelor of Science, Business
Mackenzie Investments October 2014 - Present
Fidelity Investments December 2011 - September 2014
Fidelity Investments September 2011 - November 2011
UBS August 2010 - August 2011
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Management, Customer Service, Investment Strategies, Securities, Investment Advisory, Retirement Planning
Education
Union College 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Elmira College 2005 — 2008
Bachelor of Science, Business
anya machado bravo's UBS Experience April 2012 - July 2012
Job Masters in Business Association
Industry Financial Services
Experience
fourdiaz vargas May 2015 - Present
Elegance Cleaning Service, LLC August 2014 - December 2014
UBS April 2012 - July 2012
Merrill Lynch April 2011 - March 2012
Merrill LynchSaint January 2010 - June 2011
Skills
Strategy, Salesforce.com, Management, Marketing, Analysis, Recruiting, Email Marketing, Access, Human Resources, Social Media, Time Management, Spanish, Social Networking
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (M.B.A.)
Eckerd College 2008 — 2011
Bachelor's degree, Economics- International Business-Finance Minor-Marketing concentration
fourdiaz vargas May 2015 - Present
Elegance Cleaning Service, LLC August 2014 - December 2014
UBS April 2012 - July 2012
Merrill Lynch April 2011 - March 2012
Merrill LynchSaint January 2010 - June 2011
Skills
Strategy, Salesforce.com, Management, Marketing, Analysis, Recruiting, Email Marketing, Access, Human Resources, Social Media, Time Management, Spanish, Social Networking
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (M.B.A.)
Eckerd College 2008 — 2011
Bachelor's degree, Economics- International Business-Finance Minor-Marketing concentration
Carol Merchant's UBS Experience February 1993 - Present
Job Retired Financial Advisor UBS Financial Services
Industry Financial Services
Experience
UBS February 1993 - Present
Glens Falls Home, Inc. February 1993 - July 2009
None February 1993 - July 2009
Skills
Wealth Management
Education
Endicott College
UBS February 1993 - Present
Glens Falls Home, Inc. February 1993 - July 2009
None February 1993 - July 2009
Skills
Wealth Management
Education
Endicott College
Emma Dean's UBS Experience June 2008 - August 2008
Job MSTP at UAB School of Medicine
Industry Research
Experience
HudsonAlpha Institute for Biotechnology November 2012 - May 2015
Deloitte & Touche September 2011 - November 2012
Deloitte June 2010 - August 2010
UBS June 2008 - August 2008
Skills
Analysis, Data Analysis, Financial Analysis, Social Media, Financial Modeling
Education
Emory University - Goizueta Business School 2007 — 2011
BBA, Accounting, Russian
University of Alabama at Birmingham
M.D./Ph.D.
HudsonAlpha Institute for Biotechnology November 2012 - May 2015
Deloitte & Touche September 2011 - November 2012
Deloitte June 2010 - August 2010
UBS June 2008 - August 2008
Skills
Analysis, Data Analysis, Financial Analysis, Social Media, Financial Modeling
Education
Emory University - Goizueta Business School 2007 — 2011
BBA, Accounting, Russian
University of Alabama at Birmingham
M.D./Ph.D.
Sharon Teets's UBS Experience August 2003 - November 2006
Job Executive Administrator
Industry Management Consulting
Experience
Holy Spirit Episcopal Church July 2011 - Present
J C Teets & Co., Inc. September 2009 - Present
Weiss Capital Management, Inc. November 2006 - March 2009
UBS August 2003 - November 2006
Education
Brevard Community College 1973 — 1975
Associate of Arts (A.A.), General Studies
Holy Spirit Episcopal Church July 2011 - Present
J C Teets & Co., Inc. September 2009 - Present
Weiss Capital Management, Inc. November 2006 - March 2009
UBS August 2003 - November 2006
Education
Brevard Community College 1973 — 1975
Associate of Arts (A.A.), General Studies
Charles Lazzara's UBS Experience May 2008 - Present
Job Operations Manager at UBS
Industry Financial Services
Experience
UBS May 2008 - Present
Education
Eastern Illinois University 1991 — 1995
Bachelor of Science (B.S.), Finance, General
UBS May 2008 - Present
Education
Eastern Illinois University 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Miquel Noguer Alonso PhD's UBS Experience April 2007 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
Columbia University July 2012 - Present
UBS April 2007 - Present
SYMMYS 2012 - 2012
Education
ESADE Business School 1988 — 1993
PhD, Finance
SYMMYS
uned
Columbia University July 2012 - Present
UBS April 2007 - Present
SYMMYS 2012 - 2012
Education
ESADE Business School 1988 — 1993
PhD, Finance
SYMMYS
uned
Fred Kubli's UBS Experience February 2007 - Present
Job Web Platform Engineering
Industry Information Technology and Services
Experience
UBS February 2007 - Present
Education
ETSG
Engineer’s Degree
Ecole polytechnique fédérale de Lausanne
Master’s Degree
UBS February 2007 - Present
Education
ETSG
Engineer’s Degree
Ecole polytechnique fédérale de Lausanne
Master’s Degree
Sean McGarry's UBS Experience June 2014 - August 2014
Job Student at Emory University Goizueta Business School
Industry
Experience
Holly Hedge Estates May 2012 - May 2015
Giant Food January 2011 - January 2015
UBS June 2014 - August 2014
Doylestown Tennis Club November 2008 - June 2014
Michael Angelo Masonry May 2009 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Graduated
Holly Hedge Estates May 2012 - May 2015
Giant Food January 2011 - January 2015
UBS June 2014 - August 2014
Doylestown Tennis Club November 2008 - June 2014
Michael Angelo Masonry May 2009 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Graduated
Leigh Merritt's UBS Experience 2000 - 2003
Job Director, Product Marketing, Food & Beverage at Bonefish Grill
Industry Restaurants
Experience
Bonefish Grill September 2014 - Present
Bonefish Grill January 2007 - September 2014
Bonefish Grill August 2005 - August 2007
Bonefish Grill 2003 - 2004
UBS 2000 - 2003
Skills
Food & Beverage..., Product Marketing, Creative Strategy, Product Development, Product Launch, Product Design, Leadership Development, Training & Development, Food, Leadership, Strategic Planning
Education
Emory University 1996 — 2000
Bachelor of Arts (B.A.), English, Political Science
Riverview High School 1992 — 1996
Bonefish Grill September 2014 - Present
Bonefish Grill January 2007 - September 2014
Bonefish Grill August 2005 - August 2007
Bonefish Grill 2003 - 2004
UBS 2000 - 2003
Skills
Food & Beverage..., Product Marketing, Creative Strategy, Product Development, Product Launch, Product Design, Leadership Development, Training & Development, Food, Leadership, Strategic Planning
Education
Emory University 1996 — 2000
Bachelor of Arts (B.A.), English, Political Science
Riverview High School 1992 — 1996
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.