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
Michael Bizzario Michael Bizzario's UBS Experience 2007 - 2013
Job Director of Operations at East River Energy
Industry Oil & Energy
Experience
Alpha Pipe Inc. August 2014 - December 2014
UBS 2007 - 2013
Guggenheim Partners 2006 - 2007
Rocaton Investment Advisors 2003 - 2006
The Hartford 2002 - 2002
Arthur Andersen September 1995 - August 2001
Skills
Oil & Gas Industry, Alternative Investments, Investments, Hedge Funds, Investment Strategies, Asset Allocation, Due Diligence, Portfolio Construction, Endowment Funds, Foundations, Family Office, Multi-family Investments, Insurance Companies, Pension Funds, Endowments, Wealth Management, Fund Of Funds, Asset Management, Financial Services, Strategy, Equities, Portfolio Management, Financial Advisory, Institutional..., Fixed Income, Institutional Investors, Investment Management, Investment Advisory, Portfolio Assessment, Financial Analysis, Financial Statements, CPA, MBA, Separately Managed..., Liquid Alternatives, Private Equity, Real Estate, Direct Lending
Education
Yale University - Yale School of Management 2001 — 2003
MBA, Finance
Fairfield University 1991 — 1995
B.S., Accounting; Minor - English
Alpha Pipe Inc. August 2014 - December 2014
UBS 2007 - 2013
Guggenheim Partners 2006 - 2007
Rocaton Investment Advisors 2003 - 2006
The Hartford 2002 - 2002
Arthur Andersen September 1995 - August 2001
Skills
Oil & Gas Industry, Alternative Investments, Investments, Hedge Funds, Investment Strategies, Asset Allocation, Due Diligence, Portfolio Construction, Endowment Funds, Foundations, Family Office, Multi-family Investments, Insurance Companies, Pension Funds, Endowments, Wealth Management, Fund Of Funds, Asset Management, Financial Services, Strategy, Equities, Portfolio Management, Financial Advisory, Institutional..., Fixed Income, Institutional Investors, Investment Management, Investment Advisory, Portfolio Assessment, Financial Analysis, Financial Statements, CPA, MBA, Separately Managed..., Liquid Alternatives, Private Equity, Real Estate, Direct Lending
Education
Yale University - Yale School of Management 2001 — 2003
MBA, Finance
Fairfield University 1991 — 1995
B.S., Accounting; Minor - English
Laurie (Carpenter) Laganella, PMP Laurie (Carpenter) Laganella, PMP's UBS Experience December 2000 - December 2008
Job Systems Development Manager at EmblemHealth
Industry Insurance
Experience
EmblemHealth July 2014 - Present
DBI Staffing - Contractor at EmblemHealth July 2013 - July 2014
Prudential Financial April 2009 - January 2013
UBS December 2000 - December 2008
Accenture August 1997 - December 2000
Prudential Financial May 1987 - July 1997
Skills
Software Project..., Business Analysis, Staff Management, Applications Software..., System Implementations, IT Outsourcing, Process Improvement, Maintaining Strong..., Microsoft Excel, Microsoft Word, Leadership, Computer Systems..., Business Requirements, Technical Liaison, Project Management, Client Liaison, User Acceptance Testing, SQL, Microsoft Office, Issue Resolution, Change Management, Requirements Gathering, Technical Requirements..., Regression Testing, Risk Assessment, Risk Management, Team Facilitation, Performance Management, Production Support, Offshore Resource..., Manage Client..., Batch Processing, Team Building, Team Management, CPM Scheduling, Communication Skills, Requirements Analysis, Issue Management, System Deployment, Business System Analysis, Microsoft Project, Systems Analysis, Vendor Management, Information Technology, MS Project, PMP
Education
Fairleigh Dickinson University
Bachelor of Science (B.S.), Business Management
The Chubb Institute
Mainframe Programming 525-hour Training Curriculum
EmblemHealth July 2014 - Present
DBI Staffing - Contractor at EmblemHealth July 2013 - July 2014
Prudential Financial April 2009 - January 2013
UBS December 2000 - December 2008
Accenture August 1997 - December 2000
Prudential Financial May 1987 - July 1997
Skills
Software Project..., Business Analysis, Staff Management, Applications Software..., System Implementations, IT Outsourcing, Process Improvement, Maintaining Strong..., Microsoft Excel, Microsoft Word, Leadership, Computer Systems..., Business Requirements, Technical Liaison, Project Management, Client Liaison, User Acceptance Testing, SQL, Microsoft Office, Issue Resolution, Change Management, Requirements Gathering, Technical Requirements..., Regression Testing, Risk Assessment, Risk Management, Team Facilitation, Performance Management, Production Support, Offshore Resource..., Manage Client..., Batch Processing, Team Building, Team Management, CPM Scheduling, Communication Skills, Requirements Analysis, Issue Management, System Deployment, Business System Analysis, Microsoft Project, Systems Analysis, Vendor Management, Information Technology, MS Project, PMP
Education
Fairleigh Dickinson University
Bachelor of Science (B.S.), Business Management
The Chubb Institute
Mainframe Programming 525-hour Training Curriculum
Katy Moss's UBS Experience January 2007 - May 2007
Job Recruiter at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. October 2010 - January 2014
State Street October 2007 - October 2010
UBS January 2007 - May 2007
Skills
Recruiting, Sourcing, Human Resources, Interviews, New Hire Orientations, Hiring, Personnel Management, Screening, Leadership, Management, Talent Acquisition, Applicant Tracking..., College Recruiting, Onboarding, Talent Management
Education
Suffolk University 2009 — 2011
MS, Human Resources
Fairfield University 2003 — 2007
BA, Psychology and Sociology
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. October 2010 - January 2014
State Street October 2007 - October 2010
UBS January 2007 - May 2007
Skills
Recruiting, Sourcing, Human Resources, Interviews, New Hire Orientations, Hiring, Personnel Management, Screening, Leadership, Management, Talent Acquisition, Applicant Tracking..., College Recruiting, Onboarding, Talent Management
Education
Suffolk University 2009 — 2011
MS, Human Resources
Fairfield University 2003 — 2007
BA, Psychology and Sociology
Tom Wade Tom Wade's UBS Experience June 2015 - Present
Job Global Head of HR Analyst Team
Industry Human Resources
Experience
UBS June 2015 - Present
UBS April 2005 - Present
Aon Hewitt (Hewitt Associates) March 2001 - April 2005
Skills
Deferred Compensation, Human Resources, Workforce Planning, HRIS, Executive Pay, Benefits Administration, PeopleSoft, Process Improvement, Business Objects, Performance Management, Analysis, Personnel Management, MS Excel Pivot Tables, Microsoft Excel, Vlookup, Client Liaison, Compensation & Benefit, Total Rewards, Total Rewards Strategies, Salary, Data Analysis, HR Metrics, HR Transformation, Analytics, Employee Surveys, Oracle HR, Employee Benefits, Management, Compensation, Talent Management, HR Management, Tableau, KPI Dashboards, People Management, People Development, Global Human Resources...
Education
Fairfield University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
UBS June 2015 - Present
UBS April 2005 - Present
Aon Hewitt (Hewitt Associates) March 2001 - April 2005
Skills
Deferred Compensation, Human Resources, Workforce Planning, HRIS, Executive Pay, Benefits Administration, PeopleSoft, Process Improvement, Business Objects, Performance Management, Analysis, Personnel Management, MS Excel Pivot Tables, Microsoft Excel, Vlookup, Client Liaison, Compensation & Benefit, Total Rewards, Total Rewards Strategies, Salary, Data Analysis, HR Metrics, HR Transformation, Analytics, Employee Surveys, Oracle HR, Employee Benefits, Management, Compensation, Talent Management, HR Management, Tableau, KPI Dashboards, People Management, People Development, Global Human Resources...
Education
Fairfield University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Charles Dullea, CFP® Charles Dullea, CFP®'s UBS Experience January 2011 - Present
Job Wealth Strategy Associate UBS Private Wealth Management
Industry Financial Services
Experience
UBS January 2011 - Present
Education
Fairfield University 2007 — 2011
Bachelor, Economics
UBS January 2011 - Present
Education
Fairfield University 2007 — 2011
Bachelor, Economics
Greg D'Onofrio Greg D'Onofrio's UBS Experience 1998 - 2000
Job Sr. Manager
Industry Pharmaceuticals
Experience
Independent Financial and Compliance Consulting March 2015 - Present
Purdue Pharma L.P. 2009 - 2015
Purdue Pharma L.P. 2006 - 2009
Purdue Pharma L.P. 2003 - 2006
PepsiCo 2001 - 2003
UBS 1998 - 2000
Gartner 1994 - 1998
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Auditing, Budget Monitoring, Compliance, Analytics, Data Analysis, Big Picture View, Business Process, Change Management, Finance, Financial Accounting, Sales Analysis, Sales, Sales Operations, Cross-functional Team..., Analysis, Process Improvement, Pharmaceutical Industry, Financial Planning, Management, Pharmaceutical Sales, Managed Care, Forecasting
Education
Fairfield University
Master of Business Administration (MBA), Finance
Fairfield University
Bachelor of Science (B.S.), Finance
Independent Financial and Compliance Consulting March 2015 - Present
Purdue Pharma L.P. 2009 - 2015
Purdue Pharma L.P. 2006 - 2009
Purdue Pharma L.P. 2003 - 2006
PepsiCo 2001 - 2003
UBS 1998 - 2000
Gartner 1994 - 1998
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Auditing, Budget Monitoring, Compliance, Analytics, Data Analysis, Big Picture View, Business Process, Change Management, Finance, Financial Accounting, Sales Analysis, Sales, Sales Operations, Cross-functional Team..., Analysis, Process Improvement, Pharmaceutical Industry, Financial Planning, Management, Pharmaceutical Sales, Managed Care, Forecasting
Education
Fairfield University
Master of Business Administration (MBA), Finance
Fairfield University
Bachelor of Science (B.S.), Finance
Veridiana Takemori Veridiana Takemori's UBS Experience August 2008 - January 2009
Job Owner of The Waxing Spot
Industry Consumer Services
Experience
The Waxing Spot December 2009 - Present
IBM Global Services August 2009 - November 2009
Ridgefield CT SPA December 2002 - November 2009
UBS August 2008 - January 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Finance, Microsoft Excel, Equities, Accounting, Asset Managment, Financial Reporting, Risk Management, Business Analysis, Financial Services, Asset Management, Financial Planning
Education
University of Connecticut 2005 — 2009
Bachelor of Science, Finance - Professional Sales Marketing
Fairfield University 2005 — 2007
Bachelor of Science (BS), Finance, General
The Waxing Spot December 2009 - Present
IBM Global Services August 2009 - November 2009
Ridgefield CT SPA December 2002 - November 2009
UBS August 2008 - January 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Finance, Microsoft Excel, Equities, Accounting, Asset Managment, Financial Reporting, Risk Management, Business Analysis, Financial Services, Asset Management, Financial Planning
Education
University of Connecticut 2005 — 2009
Bachelor of Science, Finance - Professional Sales Marketing
Fairfield University 2005 — 2007
Bachelor of Science (BS), Finance, General
Andrew Tinari's UBS Experience August 2010 - January 2011
Job Analyst at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings January 2014 - Present
UBS August 2010 - January 2011
Skills
ABS, Structured Finance, Financial Modeling, Microsoft Excel, Bloomberg, Valuation, Fixed Income, Credit Analysis, Cash Flow Analysis, Presentation Skills
Education
Fairfield University 2008 — 2012
Bachelor of Science (BS), Finance
Florence University of the Arts 2011 — 2011
European Capital Markets
Fitch Ratings January 2014 - Present
UBS August 2010 - January 2011
Skills
ABS, Structured Finance, Financial Modeling, Microsoft Excel, Bloomberg, Valuation, Fixed Income, Credit Analysis, Cash Flow Analysis, Presentation Skills
Education
Fairfield University 2008 — 2012
Bachelor of Science (BS), Finance
Florence University of the Arts 2011 — 2011
European Capital Markets
Daniel Palmer's UBS Experience September 2012 - December 2012
Job J.D. Candidate at Rutgers Law School Newark
Industry Public Policy
Experience
State of New Jersey Office of the Attorney General June 2015 - Present
U.S. Securities and Exchange Commission January 2015 - April 2015
City of Hoboken Corporation Council September 2014 - December 2014
New Jersey Institute for Social Justice May 2014 - August 2014
Lowe & Associates June 2013 - September 2013
Chambers of the Honorable Mark Falk- December 2012 - May 2013
Campus Life of FDU April 2010 - February 2013
Student Government of Fairleigh Dickinson University November 2011 - January 2013
UBS September 2012 - December 2012
New Jersey Democratic State Committee August 2012 - September 2012
Skills
Public Relations, Event Planning, International Relations, Management, PowerPoint, Fundraising, Public Speaking, Budgets, Microsoft Office, Research, Customer Service, Leadership Development, Microsoft Excel, Microsoft Word, Analysis, Higher Education, Data Analysis, Editing, Data Entry
Education
Rutgers University School of Law - Newark 2013 — 2016
Doctor of Law (JD)
Fairleigh Dickinson University 2009 — 2013
Bachelor of Arts, Political Science; International Relations, Minor in Business
State of New Jersey Office of the Attorney General June 2015 - Present
U.S. Securities and Exchange Commission January 2015 - April 2015
City of Hoboken Corporation Council September 2014 - December 2014
New Jersey Institute for Social Justice May 2014 - August 2014
Lowe & Associates June 2013 - September 2013
Chambers of the Honorable Mark Falk- December 2012 - May 2013
Campus Life of FDU April 2010 - February 2013
Student Government of Fairleigh Dickinson University November 2011 - January 2013
UBS September 2012 - December 2012
New Jersey Democratic State Committee August 2012 - September 2012
Skills
Public Relations, Event Planning, International Relations, Management, PowerPoint, Fundraising, Public Speaking, Budgets, Microsoft Office, Research, Customer Service, Leadership Development, Microsoft Excel, Microsoft Word, Analysis, Higher Education, Data Analysis, Editing, Data Entry
Education
Rutgers University School of Law - Newark 2013 — 2016
Doctor of Law (JD)
Fairleigh Dickinson University 2009 — 2013
Bachelor of Arts, Political Science; International Relations, Minor in Business
Robert Anghel's UBS Experience June 2005 - September 2005
Job Strategic Accounts Manager at Samsung Electronics America
Industry Consumer Electronics
Experience
Samsung Electronics America October 2013 - Present
Samsung Electronics America July 2010 - September 2013
Samsung Electronics America December 2008 - October 2010
Samsung Electronics America December 2007 - December 2008
Samsung Electronics America July 2006 - December 2007
Merrill Lynch October 2005 - July 2006
UBS June 2005 - September 2005
Skills
Brand Image Management, Business Presentations, Strategic Account..., Customer Service..., Performance Metrics..., Contract..., High-Performance Team..., Business..., Process/Productivity..., Program Leadership, Time/Resource Management, Information Management, Management, Account Management, Brand Management, Contractual Agreements, Leadership, Team Management, Performance Metrics, Sales, Multi-channel Marketing, Project Planning, High Performance Teams, Program Management, Process Improvement, Product Management, B2B, Six Sigma, Training, Customer Service, Sales Management, Strategy, Customer Satisfaction, Employee Training, SaaS, Product Development, Cross-functional Team..., Analysis, Selling
Education
Rutgers University-New Brunswick 2003 — 2006
Economics, BA in Economics and Minor in Psychology
Fairleigh Dickinson University 2002 — 2003
Bachelor's degree, Business Management
Samsung Electronics America October 2013 - Present
Samsung Electronics America July 2010 - September 2013
Samsung Electronics America December 2008 - October 2010
Samsung Electronics America December 2007 - December 2008
Samsung Electronics America July 2006 - December 2007
Merrill Lynch October 2005 - July 2006
UBS June 2005 - September 2005
Skills
Brand Image Management, Business Presentations, Strategic Account..., Customer Service..., Performance Metrics..., Contract..., High-Performance Team..., Business..., Process/Productivity..., Program Leadership, Time/Resource Management, Information Management, Management, Account Management, Brand Management, Contractual Agreements, Leadership, Team Management, Performance Metrics, Sales, Multi-channel Marketing, Project Planning, High Performance Teams, Program Management, Process Improvement, Product Management, B2B, Six Sigma, Training, Customer Service, Sales Management, Strategy, Customer Satisfaction, Employee Training, SaaS, Product Development, Cross-functional Team..., Analysis, Selling
Education
Rutgers University-New Brunswick 2003 — 2006
Economics, BA in Economics and Minor in Psychology
Fairleigh Dickinson University 2002 — 2003
Bachelor's degree, Business Management
Jackie Steed Jackie Steed's UBS Experience 1998 - 2002
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Independent Mortgage Company April 2009 - November 2014
UBS 1998 - 2002
Cendant 1996 - 1998
JP Morgan July 1988 - 1996
Skills
Refinance, Series 7
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Marketing and International Business
Fairfield University 1984 — 1988
BS, MATHEMATICS & COMPUTER SCIENCE
Merrill Lynch December 2014 - Present
Independent Mortgage Company April 2009 - November 2014
UBS 1998 - 2002
Cendant 1996 - 1998
JP Morgan July 1988 - 1996
Skills
Refinance, Series 7
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Marketing and International Business
Fairfield University 1984 — 1988
BS, MATHEMATICS & COMPUTER SCIENCE
Lauren Masini, CPA Lauren Masini, CPA's UBS Experience May 2014 - August 2015
Job Associate Analyst Equity Research UBS
Industry Financial Services
Experience
Armada Health Care August 2015 - Present
UBS May 2014 - August 2015
PwC September 2012 - May 2014
PwC June 2010 - August 2010
Skills
Financial Accounting, Auditing, US GAAP, Internal Controls, Assurance, Financial Reporting, SEC filings, Accounting, GAAP, Sarbanes-Oxley Act, Financial Analysis, Tax, Financial Modeling, QuickBooks, Corporate Finance, Hyperion Enterprise, Finance, SEC Filings, Strategic Financial..., Valuation
Education
Fairfield University 2011 — 2012
Masters of Science in Accounting
Fairfield University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Oak Knoll School 2003 — 2007
High School Degree
Armada Health Care August 2015 - Present
UBS May 2014 - August 2015
PwC September 2012 - May 2014
PwC June 2010 - August 2010
Skills
Financial Accounting, Auditing, US GAAP, Internal Controls, Assurance, Financial Reporting, SEC filings, Accounting, GAAP, Sarbanes-Oxley Act, Financial Analysis, Tax, Financial Modeling, QuickBooks, Corporate Finance, Hyperion Enterprise, Finance, SEC Filings, Strategic Financial..., Valuation
Education
Fairfield University 2011 — 2012
Masters of Science in Accounting
Fairfield University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Oak Knoll School 2003 — 2007
High School Degree
Charlie Malone, Jr. Charlie Malone, Jr.'s UBS Experience 2003 - 2005
Job Director U.S. Savings Plan Investments at Honeywell
Industry Investment Management
Experience
Honeywell 2007 - Present
Honeywell June 2005 - 2007
UBS 2003 - 2005
Pharmacia Corporation (Pfizer) 1999 - 2003
American Home Products (Wyeth/Pfizer) 1996 - 1999
Beneficial Corporation 1992 - 1996
Education
Fairfield University 1988 — 1992
Bachelor's degree, Economics
New Jersey Institute of Technology - School of Management 1995 — 1998
Master of Science (MS), Management with a concentration in Finance (Financial Management Program)
Honeywell 2007 - Present
Honeywell June 2005 - 2007
UBS 2003 - 2005
Pharmacia Corporation (Pfizer) 1999 - 2003
American Home Products (Wyeth/Pfizer) 1996 - 1999
Beneficial Corporation 1992 - 1996
Education
Fairfield University 1988 — 1992
Bachelor's degree, Economics
New Jersey Institute of Technology - School of Management 1995 — 1998
Master of Science (MS), Management with a concentration in Finance (Financial Management Program)
Christopher McGarry Christopher McGarry's UBS Experience September 2014 - Present
Job Sales & Trading Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
UBS September 2014 - Present
Venor Capital Management LP June 2014 - August 2014
UBS February 2014 - May 2014
Backpacks4School August 2010 - February 2014
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Bloomberg Terminal
Education
Fairfield University 2012 — 2016
Accounting and Finance
Morgan Stanley June 2015 - Present
UBS September 2014 - Present
Venor Capital Management LP June 2014 - August 2014
UBS February 2014 - May 2014
Backpacks4School August 2010 - February 2014
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Bloomberg Terminal
Education
Fairfield University 2012 — 2016
Accounting and Finance
Frank C Senzino II Frank C Senzino II's UBS Experience December 2005 - May 2006
Job AVP, Consulting Group Analyst The Deatherage Group at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2009 - Present
UBS Financial Services April 2007 - December 2009
UBS Financial Services May 2006 - May 2007
UBS December 2005 - May 2006
Skills
Wealth Management, Bloomberg Terminal, Thomson One, Investment Advisory, Bonds, Series 7, Fixed Income, Equities, Portfolio Management, Investments, Capital Markets
Education
Fairleigh Dickinson University 2002 — 2006
Bachelor of Science, Finance
Morgan Stanley January 2009 - Present
UBS Financial Services April 2007 - December 2009
UBS Financial Services May 2006 - May 2007
UBS December 2005 - May 2006
Skills
Wealth Management, Bloomberg Terminal, Thomson One, Investment Advisory, Bonds, Series 7, Fixed Income, Equities, Portfolio Management, Investments, Capital Markets
Education
Fairleigh Dickinson University 2002 — 2006
Bachelor of Science, Finance
Jeff Mosca Jeff Mosca's UBS Experience November 1997 - July 1999
Job General Manager at Spinergy
Industry Media Production
Experience
Spinergy August 2013 - Present
Spinergy August 2003 - August 2013
Choice One Communications January 2000 - July 2003
UBS November 1997 - July 1999
McNamara Trading June 1994 - October 1997
Skills
Business Development, E-commerce, Publishing, Manufacturing, Finance, Telecommunications, Retail, Strategic Planning, Process Improvement, New Business Development, Marketing Strategy, Mergers & Acquisitions, Project Management, Packaging, Account Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1999 — 2001
M.B.A., Finance / Organizational Strategy
Fairfield University 1990 — 1994
B.S., Finance
Spinergy August 2013 - Present
Spinergy August 2003 - August 2013
Choice One Communications January 2000 - July 2003
UBS November 1997 - July 1999
McNamara Trading June 1994 - October 1997
Skills
Business Development, E-commerce, Publishing, Manufacturing, Finance, Telecommunications, Retail, Strategic Planning, Process Improvement, New Business Development, Marketing Strategy, Mergers & Acquisitions, Project Management, Packaging, Account Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1999 — 2001
M.B.A., Finance / Organizational Strategy
Fairfield University 1990 — 1994
B.S., Finance
Katrina Young Katrina Young's UBS Experience February 2011 - April 2011
Job Receptionist/Office Manager at Coatue Management
Industry Investment Management
Experience
Coatue Management February 2013 - Present
The Roosevelt Investment Group October 2011 - January 2013
UBS February 2011 - April 2011
KBW June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Organization, Facebook, OS X, Marketing, Data Entry, Bloomberg, Social Networking, Social Media, Financial Analysis, Research, Customer Service, Event Planning
Education
Fairfield University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Coatue Management February 2013 - Present
The Roosevelt Investment Group October 2011 - January 2013
UBS February 2011 - April 2011
KBW June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Organization, Facebook, OS X, Marketing, Data Entry, Bloomberg, Social Networking, Social Media, Financial Analysis, Research, Customer Service, Event Planning
Education
Fairfield University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Kevin Pizzolo Kevin Pizzolo's UBS Experience May 2011 - September 2011
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC August 2012 - Present
UBS May 2011 - September 2011
Skills
Investments, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Word, Microsoft Office, Wealth Management, Executive Benefit..., Tax Deferred Investment..., Estate Conversion...
Education
Fairfield University 2008 — 2012
Bachelor of Arts (BA), Economics
Ramapo High School
AXA Advisors, LLC August 2012 - Present
UBS May 2011 - September 2011
Skills
Investments, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Word, Microsoft Office, Wealth Management, Executive Benefit..., Tax Deferred Investment..., Estate Conversion...
Education
Fairfield University 2008 — 2012
Bachelor of Arts (BA), Economics
Ramapo High School
David Kopp David Kopp's UBS Experience 1988 - 1992
Job Chairman at KBG Fund Group
Industry Investment Management
Experience
Whitpain Township 2014 - Present
KBG Fund Group (KB Global Funds, 卡贝基金, NYPC) August 2002 - Present
Natixis July 1992 - July 2002
UBS 1988 - 1992
Merrill Lynch 1986 - 1988
Bank of America 1982 - 1986
Skills
Private Equity, Venture Capital, Investment Banking, Investments, Corporate Finance, Mergers, Emerging Markets, Capital Markets, Mergers & Acquisitions, Equities, IPO, Asset Managment, Financial Advisory, Fundraising, Alternative Investments, Portfolio Management, Asset Management, Entrepreneurship, LBO, Strategy, Funding, Securities, Valuation, Finance, Restructuring, Hedge Funds, Financial Structuring, Fundraisers, doing business in China, Fixed Income, Financial Modeling, Investment Management, Global Asset Management, Equity Research, China Business..., Banking, Structured Finance, Fund Of Funds, Private Placements, Leveraged Finance, Real Estate, Corporate Real Estate, Real Estate Development, Real Estate Transactions, Due Diligence, Trading, Management, Financial Analysis, Business Strategy
Education
Fairfield University
Economics & Fine Arts
New York University
Finance
Peking University
Featured Lecturer, Guangha MBA & PhD Programs
Whitpain Township 2014 - Present
KBG Fund Group (KB Global Funds, 卡贝基金, NYPC) August 2002 - Present
Natixis July 1992 - July 2002
UBS 1988 - 1992
Merrill Lynch 1986 - 1988
Bank of America 1982 - 1986
Skills
Private Equity, Venture Capital, Investment Banking, Investments, Corporate Finance, Mergers, Emerging Markets, Capital Markets, Mergers & Acquisitions, Equities, IPO, Asset Managment, Financial Advisory, Fundraising, Alternative Investments, Portfolio Management, Asset Management, Entrepreneurship, LBO, Strategy, Funding, Securities, Valuation, Finance, Restructuring, Hedge Funds, Financial Structuring, Fundraisers, doing business in China, Fixed Income, Financial Modeling, Investment Management, Global Asset Management, Equity Research, China Business..., Banking, Structured Finance, Fund Of Funds, Private Placements, Leveraged Finance, Real Estate, Corporate Real Estate, Real Estate Development, Real Estate Transactions, Due Diligence, Trading, Management, Financial Analysis, Business Strategy
Education
Fairfield University
Economics & Fine Arts
New York University
Finance
Peking University
Featured Lecturer, Guangha MBA & PhD Programs
Thomas Mantione Thomas Mantione's UBS Experience April 2003 - Present
Job Private Wealth Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS April 2003 - Present
Worth Magazine 2015 - 2015
Merrill Lynch May 1993 - April 2003
Education
University of Chicago, Graduate School of Business 2008 — 2008
Certified Private Wealth Advisor
The Wharton School, University of Pennsylvania 2004 — 2004
Certified Investment Management Analyst
Fairfield University 1990 — 1993
UBS April 2003 - Present
Worth Magazine 2015 - 2015
Merrill Lynch May 1993 - April 2003
Education
University of Chicago, Graduate School of Business 2008 — 2008
Certified Private Wealth Advisor
The Wharton School, University of Pennsylvania 2004 — 2004
Certified Investment Management Analyst
Fairfield University 1990 — 1993
Sara Bouley Sara Bouley's UBS Experience September 2008 - May 2009
Job Associate Recruiter at Abacus Group
Industry Accounting
Experience
Abacus Group, LLC August 2015 - Present
iFind Group April 2014 - July 2015
PwC September 2010 - March 2014
PwC January 2010 - May 2010
UBS September 2008 - May 2009
Education
Fairfield University 2005 — 2009
BS, Accounting, Finance
School name:
Abacus Group, LLC August 2015 - Present
iFind Group April 2014 - July 2015
PwC September 2010 - March 2014
PwC January 2010 - May 2010
UBS September 2008 - May 2009
Education
Fairfield University 2005 — 2009
BS, Accounting, Finance
School name:
Ann Greenberg, CFP(R), MBA Ann Greenberg, CFP(R), MBA's UBS Experience July 2010 - January 2012
Job Financial Advisor, MONECO Advisors
Industry Financial Services
Experience
Moneco Advisors January 2014 - Present
UBS July 2010 - January 2012
Minding Your Business April 2007 - July 2010
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Finance, Financial Services, Financial Planning, Strategic Planning, Mutual Funds, Portfolio Management, Asset Management, Investment Advisory
Education
Fairfield University 2009 — 2011
Certificate in Financial Planning
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Rutgers University-New Brunswick 1978 — 1982
Bachelor's Degree, Business/Managerial Economics
Moneco Advisors January 2014 - Present
UBS July 2010 - January 2012
Minding Your Business April 2007 - July 2010
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Finance, Financial Services, Financial Planning, Strategic Planning, Mutual Funds, Portfolio Management, Asset Management, Investment Advisory
Education
Fairfield University 2009 — 2011
Certificate in Financial Planning
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Rutgers University-New Brunswick 1978 — 1982
Bachelor's Degree, Business/Managerial Economics
Alexandra Deluca Alexandra Deluca's UBS Experience June 2014 - May 2015
Job HR Associate at WeWork
Industry Human Resources
Experience
WeWork May 2015 - Present
UBS June 2014 - May 2015
UBS June 2013 - August 2013
Cesar A. Batalla School January 2013 - May 2013
Mercy Learning Center January 2012 - May 2012
Skills
Facebook
Education
Fairfield University 2010 — 2014
Bachelor of Arts (BA), Sociology
WeWork May 2015 - Present
UBS June 2014 - May 2015
UBS June 2013 - August 2013
Cesar A. Batalla School January 2013 - May 2013
Mercy Learning Center January 2012 - May 2012
Skills
Education
Fairfield University 2010 — 2014
Bachelor of Arts (BA), Sociology
Brian E Hess's UBS Experience February 2014 - June 2015
Job Associate Director, Sales Strategy at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
UBS February 2014 - June 2015
UBS July 2011 - January 2012
UBS January 2008 - January 2012
UBS Wealth Management 2008 - 2010
Bank of America September 2005 - December 2007
Skills
Fixed Income, Series 7, Financial Services, Bloomberg, Securities, Equities, Trading, Series 63, Bonds, FINRA, Mutual Funds, Hedge Funds, Options
Education
Stevens Institute of Technology 2009 — 2013
MS, Business Process Management
Fairfield University 2003 — 2007
Bachelor of Science, Business Management
UBS Wealth Management June 2015 - Present
UBS February 2014 - June 2015
UBS July 2011 - January 2012
UBS January 2008 - January 2012
UBS Wealth Management 2008 - 2010
Bank of America September 2005 - December 2007
Skills
Fixed Income, Series 7, Financial Services, Bloomberg, Securities, Equities, Trading, Series 63, Bonds, FINRA, Mutual Funds, Hedge Funds, Options
Education
Stevens Institute of Technology 2009 — 2013
MS, Business Process Management
Fairfield University 2003 — 2007
Bachelor of Science, Business Management
Joseph Weldon's UBS Experience June 2008 - August 2008
Job Sales Representative at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific August 2015 - Present
St. Jude Medical June 2012 - Present
The Royal Bank of Scotland January 2010 - June 2012
Masterson Insurance Agency 2009 - 2010
UBS June 2008 - August 2008
Enterprise Rent-A-Car 2007 - 2008
Skills
Financial Analysis, Interventional..., Capital Equipment, Disposables, Operating Room, Cath Lab, Accounting, Cash Management, Investments, Management, Medical Devices, Sales, Forecasting, Finance, Analysis, Financial Modeling, Customer Service, Healthcare, Marketing
Education
Fairfield University 2005 — 2009
Bachelor of Science (B.S.), Dolan School of Business
Boston Scientific August 2015 - Present
St. Jude Medical June 2012 - Present
The Royal Bank of Scotland January 2010 - June 2012
Masterson Insurance Agency 2009 - 2010
UBS June 2008 - August 2008
Enterprise Rent-A-Car 2007 - 2008
Skills
Financial Analysis, Interventional..., Capital Equipment, Disposables, Operating Room, Cath Lab, Accounting, Cash Management, Investments, Management, Medical Devices, Sales, Forecasting, Finance, Analysis, Financial Modeling, Customer Service, Healthcare, Marketing
Education
Fairfield University 2005 — 2009
Bachelor of Science (B.S.), Dolan School of Business
John G. Brewster John G. Brewster's UBS Experience July 2006 - Present
Job Senior Vice PresidentWealth Management
Industry Financial Services
Experience
UBS July 2006 - Present
Morgan Stanley August 1983 - June 2006
Skills
Portfolio Management, Wealth Management, Finance, Financial Planning, Leadership
Education
Fairleigh Dickinson University 1976 — 1978
MBA, Business, Finance
Ramapo College of New Jersey
BS, Business Management
UBS July 2006 - Present
Morgan Stanley August 1983 - June 2006
Skills
Portfolio Management, Wealth Management, Finance, Financial Planning, Leadership
Education
Fairleigh Dickinson University 1976 — 1978
MBA, Business, Finance
Ramapo College of New Jersey
BS, Business Management
Julien Gutierrez Julien Gutierrez's UBS Experience August 2015 - Present
Job Equity Trader at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Merrill Edge February 2014 - July 2014
Bank of America August 2012 - February 2014
Bank of America November 2011 - August 2012
Bank of America June 2010 - November 2011
Skills
Banking, Financial Analysis, Management, Social Media, CRM, Marketing Strategy, Project Planning, Investments, Market Research, Budgets, Series 7, Series 63
Education
Fairleigh Dickinson University 2006 — 2010
BS, Marketing
UBS August 2015 - Present
Merrill Edge February 2014 - July 2014
Bank of America August 2012 - February 2014
Bank of America November 2011 - August 2012
Bank of America June 2010 - November 2011
Skills
Banking, Financial Analysis, Management, Social Media, CRM, Marketing Strategy, Project Planning, Investments, Market Research, Budgets, Series 7, Series 63
Education
Fairleigh Dickinson University 2006 — 2010
BS, Marketing
William Hirschfeld William Hirschfeld's UBS Experience January 2010 - May 2010
Job Broker at True North Chartering
Industry Oil & Energy
Experience
True North Chartering June 2010 - Present
UBS January 2010 - May 2010
Edward Jones May 2009 - August 2009
Education
Fairfield University 2006 — 2010
BA, Economics
True North Chartering June 2010 - Present
UBS January 2010 - May 2010
Edward Jones May 2009 - August 2009
Education
Fairfield University 2006 — 2010
BA, Economics
David Morano David Morano's UBS Experience 1990 - 2011
Job Managing Director, Wealth Management Operations Risk and Control at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
UBS Wealth Management March 2011 - June 2014
UBS 1990 - 2011
UBS 1990 - 2011
PaineWebber 1990 - 1995
Skills
Securities, Financial Services, Leadership, Mutual Funds, Project Management, Program Management, Integration, Strategic Planning, Corporate Finance, Accounting, Budgets, Wealth Management
Education
Fairleigh Dickinson University 1990 — 1993
MBA, Finance
Saint Peter's College 1987 — 1990
BS, Management
Bergen Catholic High School
Bergen Catholic High School
Morgan Stanley June 2014 - Present
UBS Wealth Management March 2011 - June 2014
UBS 1990 - 2011
UBS 1990 - 2011
PaineWebber 1990 - 1995
Skills
Securities, Financial Services, Leadership, Mutual Funds, Project Management, Program Management, Integration, Strategic Planning, Corporate Finance, Accounting, Budgets, Wealth Management
Education
Fairleigh Dickinson University 1990 — 1993
MBA, Finance
Saint Peter's College 1987 — 1990
BS, Management
Bergen Catholic High School
Bergen Catholic High School
Jennifer Colyn Jennifer Colyn's UBS Experience 1994 - 2008
Job Senior Client Account Manager at Deloitte
Industry Financial Services
Experience
Deloitte July 2014 - Present
Deloitte 2010 - 2014
UBS 1994 - 2008
Skills
Hedge Funds, Capital Markets, Derivatives, Investment Banking, Fixed Income, Equities, Financial Markets, Alternative Investments, FX Options, Structured Products, Financial Services, Emerging Markets, Credit Derivatives, Project Management, Project Planning, Market Development, Business Strategy, Relationship Management
Education
Nelson Mandela Metropolitan University 1990 — 1994
Fairfield University
Deloitte July 2014 - Present
Deloitte 2010 - 2014
UBS 1994 - 2008
Skills
Hedge Funds, Capital Markets, Derivatives, Investment Banking, Fixed Income, Equities, Financial Markets, Alternative Investments, FX Options, Structured Products, Financial Services, Emerging Markets, Credit Derivatives, Project Management, Project Planning, Market Development, Business Strategy, Relationship Management
Education
Nelson Mandela Metropolitan University 1990 — 1994
Fairfield University
Katherine Engelman's UBS Experience September 1999 - March 2000
Job Associate Director of Law Admissions at Quinnipiac University
Industry Higher Education
Experience
Quinnipiac University September 2013 - Present
Deloitte Tax LLP September 2007 - September 2013
Fairfield University 1998 - 2004
UBS September 1999 - March 2000
Skills
Tax, Auditing, Management, Income Tax, Corporate Tax, Legal Writing, Tax Law
Education
Quinnipiac University School of Law 2004 — 2007
J.D., Law and Taxation
Fairfield University 1995 — 1999
Bachelor of Science, Finance
Newtown High School
Quinnipiac University September 2013 - Present
Deloitte Tax LLP September 2007 - September 2013
Fairfield University 1998 - 2004
UBS September 1999 - March 2000
Skills
Tax, Auditing, Management, Income Tax, Corporate Tax, Legal Writing, Tax Law
Education
Quinnipiac University School of Law 2004 — 2007
J.D., Law and Taxation
Fairfield University 1995 — 1999
Bachelor of Science, Finance
Newtown High School
Nicholas Capone Nicholas Capone's UBS Experience June 2008 - September 2009
Job Investment Analyst at MFP Investors LLC
Industry Investment Banking
Experience
MFP Investors LLC June 2015 - Present
Goldman Sachs June 2013 - Present
Goldman Sachs 2011 - June 2013
UBS June 2008 - September 2009
Skills
Bloomberg
Education
Fairfield University 2006 — 2010
Finance
MFP Investors LLC June 2015 - Present
Goldman Sachs June 2013 - Present
Goldman Sachs 2011 - June 2013
UBS June 2008 - September 2009
Skills
Bloomberg
Education
Fairfield University 2006 — 2010
Finance
Chris Orth Chris Orth's UBS Experience March 2015 - Present
Job Global Equity Finance Distribution
Industry Investment Banking
Experience
UBS March 2015 - Present
UBS May 2013 - Present
UBS June 2011 - May 2013
UBS July 2007 - June 2011
Skills
Bloomberg, Equities, Analysis, Series 7, Hedge Funds, Series 63, Microsoft Excel, Asset Managment, Investments, Securities
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Specializations in Financial Instruments & Markets, Strategy and Economics
Fairfield University 2003 — 2007
B.S, Finance
UBS March 2015 - Present
UBS May 2013 - Present
UBS June 2011 - May 2013
UBS July 2007 - June 2011
Skills
Bloomberg, Equities, Analysis, Series 7, Hedge Funds, Series 63, Microsoft Excel, Asset Managment, Investments, Securities
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Specializations in Financial Instruments & Markets, Strategy and Economics
Fairfield University 2003 — 2007
B.S, Finance
Sharnette Arrington Sharnette Arrington's UBS Experience January 2009 - October 2012
Job Customer Service Supervisor
Industry Consumer Services
Experience
UBS January 2009 - October 2012
Weichert Realtors 2010 - 2012
Weichert Realtors 2005 - 2010
Comcast Cable 1999 - 2005
Skills
Management, Customer Service..., Customer Service, Residential Homes, Contract Negotiation, Mentoring, Conflict Resolution, Client Rapport, Communication, Personnel Selection, Hiring Employees, Tenant Relations, Residential Sales, Real Estate Transactions, Market Analysis, Online Advertising, Records Management, Performance Evaluations, Professional Ethics, Condos, Delegation
Education
Essex County College
Business Administartion
The Chubb Institute
Business Adminstration
Weichert School or Real Estate
Real Estate
UBS January 2009 - October 2012
Weichert Realtors 2010 - 2012
Weichert Realtors 2005 - 2010
Comcast Cable 1999 - 2005
Skills
Management, Customer Service..., Customer Service, Residential Homes, Contract Negotiation, Mentoring, Conflict Resolution, Client Rapport, Communication, Personnel Selection, Hiring Employees, Tenant Relations, Residential Sales, Real Estate Transactions, Market Analysis, Online Advertising, Records Management, Performance Evaluations, Professional Ethics, Condos, Delegation
Education
Essex County College
Business Administartion
The Chubb Institute
Business Adminstration
Weichert School or Real Estate
Real Estate
Thomas J. Fanning, Jr.'s UBS Experience December 2010 - September 2011
Job Vice President, Estate & Business Planning at Heritage Strategies, LLC
Industry Financial Services
Experience
Heritage Strategies, LLC September 2011 - Present
UBS December 2010 - September 2011
UBS September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Skills
Estate Planning, Trusts, Business Planning, Life Insurance, Financial Analysis, Investments
Education
Fairfield University 2006 — 2010
B.S. in Finance, Minor in Economics
Chaminade H.S. 2001 — 2005
Heritage Strategies, LLC September 2011 - Present
UBS December 2010 - September 2011
UBS September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Skills
Estate Planning, Trusts, Business Planning, Life Insurance, Financial Analysis, Investments
Education
Fairfield University 2006 — 2010
B.S. in Finance, Minor in Economics
Chaminade H.S. 2001 — 2005
Brendan McTague Brendan McTague's UBS Experience June 2011 - August 2011
Job Jr. Customized Execution Specialist at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets May 2014 - Present
Envestnet, Inc October 2012 - May 2014
UBS June 2011 - August 2011
Weeden & Co. May 2009 - July 2009
Skills
Bloomberg, Program Trading, Equity Trading, Equities, Series 7, Microsoft Excel, Asset Management, Fixed Income, Tableau, Microsoft CRM, Budget Reconciliation, ETFs, Mutual Funds, Product Management, Data Analysis, Series 63, Trading
Education
Fairfield University 2007 — 2011
BS, Finance
Fairfield University 2007 — 2011
MBA, Finance
HSBC Global Banking and Markets May 2014 - Present
Envestnet, Inc October 2012 - May 2014
UBS June 2011 - August 2011
Weeden & Co. May 2009 - July 2009
Skills
Bloomberg, Program Trading, Equity Trading, Equities, Series 7, Microsoft Excel, Asset Management, Fixed Income, Tableau, Microsoft CRM, Budget Reconciliation, ETFs, Mutual Funds, Product Management, Data Analysis, Series 63, Trading
Education
Fairfield University 2007 — 2011
BS, Finance
Fairfield University 2007 — 2011
MBA, Finance
Danielle Greco Panas Danielle Greco Panas's UBS Experience December 2005 - January 2006
Job Pharmaceutical Sales Consultant at Novartis
Industry Pharmaceuticals
Experience
Novartis May 2008 - February 2011
Novartis June 2006 - May 2008
National Scouting Report January 2007 - June 2007
UBS December 2005 - January 2006
Enterprise Rent-A-Car June 2004 - May 2005
Skills
Microsoft Office, Sales Force Automation, Sales Force Development, Endocrinology, Cardiology
Education
Fairleigh Dickinson University 2006 — 2012
MBA, Marketing
Saint Joseph's University 2002 — 2006
Bachelor's, Marketing
Newark Academy 1996 — 2002
Middle School and High School
Novartis May 2008 - February 2011
Novartis June 2006 - May 2008
National Scouting Report January 2007 - June 2007
UBS December 2005 - January 2006
Enterprise Rent-A-Car June 2004 - May 2005
Skills
Microsoft Office, Sales Force Automation, Sales Force Development, Endocrinology, Cardiology
Education
Fairleigh Dickinson University 2006 — 2012
MBA, Marketing
Saint Joseph's University 2002 — 2006
Bachelor's, Marketing
Newark Academy 1996 — 2002
Middle School and High School
Joseph Daly, CFA Joseph Daly, CFA's UBS Experience March 2012 - July 2013
Job Director at Sanford Bernstein Tech Trader
Industry Financial Services
Experience
Sanford C. Bernstein July 2013 - Present
UBS March 2012 - July 2013
Bank of America Merrill Lynch August 2009 - March 2012
Bank of America 2004 - August 2009
Van Der Moolen 2002 - 2004
Orbit II Partners 2000 - 2002
Skills
Equities, Options, Trading, Securities, Risk, Electronic Trading, Finance, Portfolio Management, Equity Trading, Financial Risk, ETFs, Bloomberg, Hedge Funds, Capital Markets, Fixed Income, Risk Management
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
MBA, Accounting and Finance
Fairfield University 1997 — 2001
BS, Finance
Chaminade High School 1994 — 1997
Sanford C. Bernstein July 2013 - Present
UBS March 2012 - July 2013
Bank of America Merrill Lynch August 2009 - March 2012
Bank of America 2004 - August 2009
Van Der Moolen 2002 - 2004
Orbit II Partners 2000 - 2002
Skills
Equities, Options, Trading, Securities, Risk, Electronic Trading, Finance, Portfolio Management, Equity Trading, Financial Risk, ETFs, Bloomberg, Hedge Funds, Capital Markets, Fixed Income, Risk Management
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
MBA, Accounting and Finance
Fairfield University 1997 — 2001
BS, Finance
Chaminade High School 1994 — 1997
Frank Borgognone's UBS Experience May 2014 - August 2014
Job Summer Analyst
Industry Financial Services
Experience
Fairfield University September 2012 - Present
KBW July 2015 - August 2015
Greywolf Execution Partners June 2015 - July 2015
UBS May 2014 - August 2014
UBS Wealth Management May 2014 - May 2014
Buttercooky Bakery LLC June 2012 - May 2014
Better Boat Bottoms May 2012 - September 2013
All American Lax Summer Tune Up June 2013 - July 2013
Skills
∗Microsoft Office..., Microsoft Excel, Finance, Analysis, Equities, Investments, Sales, Public Speaking, Facebook, Social Networking, Microsoft Word
Education
Fairfield University 2012 — 2016
Bachelor of Science (B.S.), Finance, Junior
Manhasset High School
Fairfield University September 2012 - Present
KBW July 2015 - August 2015
Greywolf Execution Partners June 2015 - July 2015
UBS May 2014 - August 2014
UBS Wealth Management May 2014 - May 2014
Buttercooky Bakery LLC June 2012 - May 2014
Better Boat Bottoms May 2012 - September 2013
All American Lax Summer Tune Up June 2013 - July 2013
Skills
∗Microsoft Office..., Microsoft Excel, Finance, Analysis, Equities, Investments, Sales, Public Speaking, Facebook, Social Networking, Microsoft Word
Education
Fairfield University 2012 — 2016
Bachelor of Science (B.S.), Finance, Junior
Manhasset High School
Jeanette Rizzitiello's UBS Experience January 2010 - May 2010
Job Account Executive, Americas Hedge Funds
Industry Financial Services
Experience
FactSet April 2014 - Present
FactSet Research Systems November 2013 - April 2014
FactSet Research Systems May 2013 - October 2013
FactSet Research Systems June 2011 - April 2013
General Electric June 2010 - August 2010
UBS January 2010 - May 2010
Provident Bank New York June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Analysis, Hedge Funds, Financial Reporting, Capital Markets, FactSet, Finance, Economics, Market Data, Financial Services, Financial Markets, Risk Management
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance and Economics
Maastricht University School of Business and Economics 2009 — 2009
International Business: Finance, Economics, Operations Management
The London School of Economics and Political Science (LSE) 2009 — 2009
International Economics: Economics of European Integration
Academy of the Holy Angels 2003 — 2007
High School
FactSet April 2014 - Present
FactSet Research Systems November 2013 - April 2014
FactSet Research Systems May 2013 - October 2013
FactSet Research Systems June 2011 - April 2013
General Electric June 2010 - August 2010
UBS January 2010 - May 2010
Provident Bank New York June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Analysis, Hedge Funds, Financial Reporting, Capital Markets, FactSet, Finance, Economics, Market Data, Financial Services, Financial Markets, Risk Management
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance and Economics
Maastricht University School of Business and Economics 2009 — 2009
International Business: Finance, Economics, Operations Management
The London School of Economics and Political Science (LSE) 2009 — 2009
International Economics: Economics of European Integration
Academy of the Holy Angels 2003 — 2007
High School
Evan Tuozzoli Evan Tuozzoli's UBS Experience February 2014 - May 2014
Job Regulatory Reporting Analyst at HedgeServ
Industry Financial Services
Experience
HedgeServ June 2015 - Present
UBS Wealth Management September 2014 - May 2015
Indeed.com June 2014 - August 2014
UBS February 2014 - May 2014
Sanmina June 2013 - August 2013
Patterson Country Club May 2011 - August 2012
Zimmerman Advertising January 2012 - February 2012
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Facebook, Microsoft Word, Marketing, Social Media Marketing, Market Research, Event Planning, Advertising, Public Speaking, Marketing Communications, Research, Marketing Strategy, Finance, Sales, Account Management
Education
Fairfield University 2013 — 2015
Marketing, Finance
University of Delaware - Lerner College of Business and Economics 2011 — 2013
Marketing, Finance
Fairfield Prep
Fairfield Prep
HedgeServ June 2015 - Present
UBS Wealth Management September 2014 - May 2015
Indeed.com June 2014 - August 2014
UBS February 2014 - May 2014
Sanmina June 2013 - August 2013
Patterson Country Club May 2011 - August 2012
Zimmerman Advertising January 2012 - February 2012
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Facebook, Microsoft Word, Marketing, Social Media Marketing, Market Research, Event Planning, Advertising, Public Speaking, Marketing Communications, Research, Marketing Strategy, Finance, Sales, Account Management
Education
Fairfield University 2013 — 2015
Marketing, Finance
University of Delaware - Lerner College of Business and Economics 2011 — 2013
Marketing, Finance
Fairfield Prep
Fairfield Prep
Divina Rodriguez Divina Rodriguez's UBS Experience June 2000 - August 2003
Job President at Brillante Media, LLC
Industry Public Relations and Communications
Experience
Brillante Media, LLC January 2014 - Present
Dancing Hotdogs.com July 2008 - Present
Trumpeting Media LLC January 2012 - December 2013
Sikorsky Aircraft July 2004 - September 2011
Sikorsky Aircraft June 2004 - August 2004
UBS June 2000 - August 2003
Skills
Bilingual-Spanish, Coordinating Events, Ghost writing, Content Writing, Social Media Marketing, Editing, Marketing Communications, Management, Blogging, Facebook, Recruiting, Email Marketing, Public Relations, Copywriting, Social Media, Social Media Integration, Time Management, SEO, Event Planning, Content Strategy, Press Releases, Ghostwriting, Social Networking, Media Relations, Online Marketing, Online Advertising, Publicity, Internal Communications, WordPress, Proposal Writing, Corporate Communications, Strategic Communications, Crisis Communications, New Media, Strategic Planning, Copy Editing
Education
Fairfield University 2006 — 2008
Masters, Organizational Communication
University of Connecticut 2000 — 2004
Bacholor of Arts, Political Science
Brillante Media, LLC January 2014 - Present
Dancing Hotdogs.com July 2008 - Present
Trumpeting Media LLC January 2012 - December 2013
Sikorsky Aircraft July 2004 - September 2011
Sikorsky Aircraft June 2004 - August 2004
UBS June 2000 - August 2003
Skills
Bilingual-Spanish, Coordinating Events, Ghost writing, Content Writing, Social Media Marketing, Editing, Marketing Communications, Management, Blogging, Facebook, Recruiting, Email Marketing, Public Relations, Copywriting, Social Media, Social Media Integration, Time Management, SEO, Event Planning, Content Strategy, Press Releases, Ghostwriting, Social Networking, Media Relations, Online Marketing, Online Advertising, Publicity, Internal Communications, WordPress, Proposal Writing, Corporate Communications, Strategic Communications, Crisis Communications, New Media, Strategic Planning, Copy Editing
Education
Fairfield University 2006 — 2008
Masters, Organizational Communication
University of Connecticut 2000 — 2004
Bacholor of Arts, Political Science
Brittany Spezzano Brittany Spezzano's UBS Experience May 2015 - Present
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS May 2015 - Present
UBS Investment Bank June 2012 - Present
Diamondback Capital 2011 - 2011
Education
Fairfield University 2008 — 2012
Bachelor of Arts (B.A.), Business/Corporate Communications & Marketing
Florence University of the Arts 2010 — 2011
International Marketing
UBS May 2015 - Present
UBS Investment Bank June 2012 - Present
Diamondback Capital 2011 - 2011
Education
Fairfield University 2008 — 2012
Bachelor of Arts (B.A.), Business/Corporate Communications & Marketing
Florence University of the Arts 2010 — 2011
International Marketing
Jackie Earle Jackie Earle's UBS Experience September 2010 - December 2010
Job Sales Associate at Compass Point Research and Trading LLC
Industry Financial Services
Experience
Compass Point Research and Trading LLC August 2014 - Present
Compass Point Research and Trading May 2012 - August 2014
Wells Fargo July 2011 - March 2012
Morgan Stanley Smith Barney January 2011 - May 2011
UBS September 2010 - December 2010
Skills
Strategic Financial..., Equities, Asset Allocation, Securities, Microsoft Excel, Accounting, Mutual Funds, Bloomberg, Finance, Investments, Financial Advisory, Retirement, Wealth Management, Bonds, CRM, Financial Modeling, Capital Markets, Valuation, Equity Research, Auditing, PowerPoint, Series 7
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance, Economics
Florence University of the Arts 2009 — 2009
Compass Point Research and Trading LLC August 2014 - Present
Compass Point Research and Trading May 2012 - August 2014
Wells Fargo July 2011 - March 2012
Morgan Stanley Smith Barney January 2011 - May 2011
UBS September 2010 - December 2010
Skills
Strategic Financial..., Equities, Asset Allocation, Securities, Microsoft Excel, Accounting, Mutual Funds, Bloomberg, Finance, Investments, Financial Advisory, Retirement, Wealth Management, Bonds, CRM, Financial Modeling, Capital Markets, Valuation, Equity Research, Auditing, PowerPoint, Series 7
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance, Economics
Florence University of the Arts 2009 — 2009
Isaac Sprecher Isaac Sprecher's UBS Experience June 2007 - September 2007
Job Tax Associate at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC January 2013 - Present
KitchenClique.Com January 2009 - January 2013
UBS June 2007 - September 2007
Skills
Accounting, Financial Accounting, Marketing, Investments, Microsoft Word, Alternative Investments, Sales, Accounts Payable, QuickBooks, Tax, Equities, Corporate Finance, PowerPoint, Bloomberg Terminal, Microsoft Excel, Bonds, Trading, Options
Education
FDU 2011 — 2013
MS-Accounting, Accounting
Fairleigh Dickinson University
B.A, Liberal Arts With; Business
CBIZ MHM, LLC January 2013 - Present
KitchenClique.Com January 2009 - January 2013
UBS June 2007 - September 2007
Skills
Accounting, Financial Accounting, Marketing, Investments, Microsoft Word, Alternative Investments, Sales, Accounts Payable, QuickBooks, Tax, Equities, Corporate Finance, PowerPoint, Bloomberg Terminal, Microsoft Excel, Bonds, Trading, Options
Education
FDU 2011 — 2013
MS-Accounting, Accounting
Fairleigh Dickinson University
B.A, Liberal Arts With; Business
Samantha Cross Samantha Cross's UBS Experience July 2001 - January 2004
Job Founder at Square One Financial Education
Industry Education Management
Experience
Square One Financial Education April 2014 - Present
UBS Investment Bank June 2012 - April 2014
UBS Investment Bank March 2011 - July 2012
Deutsche Bank October 2006 - October 2009
UBS Investment Bank January 2004 - October 2006
UBS July 2001 - January 2004
Skills
Education, Personal Finance..., Personal Finance, young adult education, Adult Education, Finance Consulting, Investment Banking, Equities
Education
The University of Connecticut School of Business 2005 — 2007
MBA, Business Administration and Management, General
Fairfield University 1997 — 2001
BS, Business Administration; Finance
Square One Financial Education April 2014 - Present
UBS Investment Bank June 2012 - April 2014
UBS Investment Bank March 2011 - July 2012
Deutsche Bank October 2006 - October 2009
UBS Investment Bank January 2004 - October 2006
UBS July 2001 - January 2004
Skills
Education, Personal Finance..., Personal Finance, young adult education, Adult Education, Finance Consulting, Investment Banking, Equities
Education
The University of Connecticut School of Business 2005 — 2007
MBA, Business Administration and Management, General
Fairfield University 1997 — 2001
BS, Business Administration; Finance
Aferdita Nezaj, MBA Aferdita Nezaj, MBA's UBS Experience October 2014 - Present
Job Associate Director at UBS
Industry Investment Management
Experience
UBS October 2014 - Present
Deloitte FAS LLP September 2011 - October 2014
KPMG June 2010 - August 2010
Ernst & Young January 2010 - April 2010
General Electric August 2005 - December 2009
Skills
Valuation, US GAAP, Strategic Financial..., Analysis, Financial Risk, Managerial Finance, Private Equity, IFRS, Banking, Financial Services, Cash Flow, Credit, Strategic Planning, Process Improvement, Mergers & Acquisitions, Hedge Funds, Consulting, Financial Planning, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Risk Management
Education
Fairfield University 2009 — 2011
MBA, Accounting
Universitat Ramon Llull 2009 — 2009
Study Abroad, Doing Business in the European Union
Sacred Heart University 2001 — 2005
BA, Finance & Mathematics
UBS October 2014 - Present
Deloitte FAS LLP September 2011 - October 2014
KPMG June 2010 - August 2010
Ernst & Young January 2010 - April 2010
General Electric August 2005 - December 2009
Skills
Valuation, US GAAP, Strategic Financial..., Analysis, Financial Risk, Managerial Finance, Private Equity, IFRS, Banking, Financial Services, Cash Flow, Credit, Strategic Planning, Process Improvement, Mergers & Acquisitions, Hedge Funds, Consulting, Financial Planning, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Risk Management
Education
Fairfield University 2009 — 2011
MBA, Accounting
Universitat Ramon Llull 2009 — 2009
Study Abroad, Doing Business in the European Union
Sacred Heart University 2001 — 2005
BA, Finance & Mathematics
Martha Shepanzyk's UBS Experience June 2010 - July 2011
Job Investment Banking Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley July 2011 - June 2014
UBS June 2010 - July 2011
Birinyi Associates September 2009 - April 2010
UBS March 2009 - July 2009
Skills
Equities, Banking, Management, Business Process..., Change Management
Education
Fairfield University 2006 — 2010
Bachelor of Science, Finance
Morgan Stanley July 2014 - Present
Morgan Stanley July 2011 - June 2014
UBS June 2010 - July 2011
Birinyi Associates September 2009 - April 2010
UBS March 2009 - July 2009
Skills
Equities, Banking, Management, Business Process..., Change Management
Education
Fairfield University 2006 — 2010
Bachelor of Science, Finance
Molly Byrnes Molly Byrnes's UBS Experience June 2008 - August 2008
Job Financial Planning & Analysis Analyst at Xerox
Industry Financial Services
Experience
Xerox September 2013 - Present
Xerox August 2011 - September 2013
Xerox Corporation September 2010 - July 2011
Fairfield University April 2010 - June 2011
Xerox May 2010 - August 2010
CRT Capital Group June 2009 - August 2009
UBS June 2008 - August 2008
UBS May 2007 - August 2007
Skills
Excel, Financial Analysis, Corporate Finance, Financial Statement..., Analysis, PowerPoint, Capital Markets, Financial Modeling, Microsoft Excel, Bloomberg, Data Analysis
Education
Fairfield University 2009 — 2011
Masters in Business Administration, Finance
Fairfield University 2005 — 2009
Bachelors in Science, Mathematics
University of Florence Arts and Science 2008 — 2008
International Business
Greenwich Academy 2000 — 2005
Xerox September 2013 - Present
Xerox August 2011 - September 2013
Xerox Corporation September 2010 - July 2011
Fairfield University April 2010 - June 2011
Xerox May 2010 - August 2010
CRT Capital Group June 2009 - August 2009
UBS June 2008 - August 2008
UBS May 2007 - August 2007
Skills
Excel, Financial Analysis, Corporate Finance, Financial Statement..., Analysis, PowerPoint, Capital Markets, Financial Modeling, Microsoft Excel, Bloomberg, Data Analysis
Education
Fairfield University 2009 — 2011
Masters in Business Administration, Finance
Fairfield University 2005 — 2009
Bachelors in Science, Mathematics
University of Florence Arts and Science 2008 — 2008
International Business
Greenwich Academy 2000 — 2005
Matthew LaMura Matthew LaMura's UBS Experience January 2013 - May 2013
Job Managed Account Advisors (MAA) Product Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
UBS January 2013 - May 2013
AXA Advisors June 2012 - August 2012
Gateway National Park at Sandy Hook May 2009 - August 2012
Niki International June 2009 - August 2009
Skills
Microsoft Office, Bloomberg Terminal
Education
Fairfield University 2009 — 2013
Bachelor of Arts (B.A.), International Business
Christian Brothers Academy 2005 — 2009
Merrill Lynch December 2013 - Present
UBS January 2013 - May 2013
AXA Advisors June 2012 - August 2012
Gateway National Park at Sandy Hook May 2009 - August 2012
Niki International June 2009 - August 2009
Skills
Microsoft Office, Bloomberg Terminal
Education
Fairfield University 2009 — 2013
Bachelor of Arts (B.A.), International Business
Christian Brothers Academy 2005 — 2009
Jonathan Doros Jonathan Doros's UBS Experience October 2005 - March 2008
Job Head of Investor Relations at Solera Holdings
Industry Financial Services
Experience
Solera Holdings, Inc. May 2015 - Present
CA Technologies October 2013 - May 2015
CA Technologies June 2013 - May 2014
CA Technologies September 2010 - June 2013
Raymond James March 2008 - September 2010
UBS October 2005 - March 2008
Jefferies & Company May 2004 - October 2005
Standard & Poor's May 2003 - May 2004
RogersCasey June 2001 - May 2003
The TriZetto Group 1999 - 2000
Skills
Investor Relations, Financial Analysis, Financial Modeling, Mergers, Competitive Analysis, Equities, Investments, Strategy, Finance, Valuation, Equity Research, Due Diligence, Capital Markets, Corporate Finance
Education
Fairfield University 1997 — 2001
Bachelor of Science, Finance Major, Accounting Minor
Solera Holdings, Inc. May 2015 - Present
CA Technologies October 2013 - May 2015
CA Technologies June 2013 - May 2014
CA Technologies September 2010 - June 2013
Raymond James March 2008 - September 2010
UBS October 2005 - March 2008
Jefferies & Company May 2004 - October 2005
Standard & Poor's May 2003 - May 2004
RogersCasey June 2001 - May 2003
The TriZetto Group 1999 - 2000
Skills
Investor Relations, Financial Analysis, Financial Modeling, Mergers, Competitive Analysis, Equities, Investments, Strategy, Finance, Valuation, Equity Research, Due Diligence, Capital Markets, Corporate Finance
Education
Fairfield University 1997 — 2001
Bachelor of Science, Finance Major, Accounting Minor
Paul DeJesus Paul DeJesus's UBS Experience July 2006 - February 2008
Job Head of Diversity Recruiting at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
BNY Mellon February 2008 - June 2013
UBS July 2006 - February 2008
Computer Science Corporation April 2001 - July 2006
Accenture 1998 - 2001
Skills
Talent Acquisition, Management, Onboarding, Talent Management, Financial Services, Vendor Management, Employee Relations, Leadership, Performance Management, Resource Management, Employee Engagement, Recruiting, Technical Recruiting, Succession Planning, Organizational..., Sourcing, Strategic Planning, Applicant Tracking..., Personnel Management, Taleo, Program Management, College Recruiting
Education
Fairfield University 1981 — 1985
BA, Psychology
BNY Mellon July 2013 - Present
BNY Mellon February 2008 - June 2013
UBS July 2006 - February 2008
Computer Science Corporation April 2001 - July 2006
Accenture 1998 - 2001
Skills
Talent Acquisition, Management, Onboarding, Talent Management, Financial Services, Vendor Management, Employee Relations, Leadership, Performance Management, Resource Management, Employee Engagement, Recruiting, Technical Recruiting, Succession Planning, Organizational..., Sourcing, Strategic Planning, Applicant Tracking..., Personnel Management, Taleo, Program Management, College Recruiting
Education
Fairfield University 1981 — 1985
BA, Psychology
Stephen G. Sykes Stephen G. Sykes's UBS Experience 1996 - 2009
Job First Vice President, Investments / Investment Management Consultant at Raymond James Phone 413 236 6909
Industry Financial Services
Experience
Raymond James May 2009 - Present
UBS 1996 - 2009
Education
Fairfield University 1991 — 1995
Bachelor of Science, Finance
Raymond James May 2009 - Present
UBS 1996 - 2009
Education
Fairfield University 1991 — 1995
Bachelor of Science, Finance
John Mucciolo's UBS Experience January 1996 - January 2007
Job Service Delivery Relationship Manager at Wyndham Worldwide
Industry Hospitality
Experience
Wyndham Worldwide September 2011 - Present
Medco September 2010 - September 2011
UBS Financial Services Inc January 2007 - April 2009
UBS January 1996 - January 2007
PaineWebber October 1988 - January 1996
Chase Home Mortgage 1987 - 1988
Skills
SDLC, Project Portfolio..., CRM, Customer Service, Relationship Management, Service Delivery, Financial Services, Project Management, Process Improvement, Business Analysis, Information Technology, IT Strategy, Microsoft Office, Business Process..., Continuous Improvement, Management, Strategic Planning, Business Development, Strategy, Program Management
Education
ITIL 2012 — 2012
Foundations 3.0, ITSM
Fairleigh Dickinson University 1988 — 1993
MBA, International Business
William Paterson University of New Jersey 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Wyndham Worldwide September 2011 - Present
Medco September 2010 - September 2011
UBS Financial Services Inc January 2007 - April 2009
UBS January 1996 - January 2007
PaineWebber October 1988 - January 1996
Chase Home Mortgage 1987 - 1988
Skills
SDLC, Project Portfolio..., CRM, Customer Service, Relationship Management, Service Delivery, Financial Services, Project Management, Process Improvement, Business Analysis, Information Technology, IT Strategy, Microsoft Office, Business Process..., Continuous Improvement, Management, Strategic Planning, Business Development, Strategy, Program Management
Education
ITIL 2012 — 2012
Foundations 3.0, ITSM
Fairleigh Dickinson University 1988 — 1993
MBA, International Business
William Paterson University of New Jersey 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Robert Jermine Jr Robert Jermine Jr's UBS Experience May 2014 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2014 - Present
UBS 2008 - 2011
Education
Fairfield University 2004 — 2008
Finance, Computer Programming
UBS May 2014 - Present
UBS 2008 - 2011
Education
Fairfield University 2004 — 2008
Finance, Computer Programming
Don Decker, CFA Don Decker, CFA's UBS Experience October 2012 - Present
Job Branch Analyst at UBS
Industry Financial Services
Experience
UBS October 2012 - Present
Merrill Lynch October 2009 - October 2012
SPA ETFs Inc September 2007 - October 2008
Prudential Equity Group September 2006 - August 2007
Prudential Securities July 1999 - September 2006
Morgan Stanley January 1998 - July 1999
Dean Witter Reynolds September 1995 - January 1998
Education
Fairfield University 1990 — 1994
BA, Economics and History
Chaminade High School 1986 — 1990
UBS October 2012 - Present
Merrill Lynch October 2009 - October 2012
SPA ETFs Inc September 2007 - October 2008
Prudential Equity Group September 2006 - August 2007
Prudential Securities July 1999 - September 2006
Morgan Stanley January 1998 - July 1999
Dean Witter Reynolds September 1995 - January 1998
Education
Fairfield University 1990 — 1994
BA, Economics and History
Chaminade High School 1986 — 1990
Evan Solomita Evan Solomita's UBS Experience May 2007 - July 2007
Job Ecommerce Manager at Alexis Bittar
Industry Retail
Experience
Alexis Bittar, Inc. September 2013 - Present
YOOX GROUP (Alexander Wang, Diesel, and Armani) May 2012 - August 2013
YOOX Group October 2011 - August 2013
TJX Europe April 2011 - October 2011
Madame Paulette January 2010 - April 2011
STAFF USA September 2008 - January 2010
Kids for Kids January 2008 - May 2008
UBS May 2007 - July 2007
Skills
Press Releases, Public Relations, Blogging, E-commerce, Website Merchandising, Merchandising, Digital Marketing, Email Marketing, Global E-commerce, Project Management, Store Management, Advertising, Fashion, Photoshop, CRM, Apparel, Online Marketing, Google Analytics, Digital Strategy, Luxury Goods, SEO, Microsoft Excel, Web Analytics, Content Strategy, Web Project Management, Market Research, Marketing, Management
Education
Fairfield University 2004 — 2008
BS, Marketing
Fairfield University 2004 — 2008
BS, Marketing
Regent's College
Alexis Bittar, Inc. September 2013 - Present
YOOX GROUP (Alexander Wang, Diesel, and Armani) May 2012 - August 2013
YOOX Group October 2011 - August 2013
TJX Europe April 2011 - October 2011
Madame Paulette January 2010 - April 2011
STAFF USA September 2008 - January 2010
Kids for Kids January 2008 - May 2008
UBS May 2007 - July 2007
Skills
Press Releases, Public Relations, Blogging, E-commerce, Website Merchandising, Merchandising, Digital Marketing, Email Marketing, Global E-commerce, Project Management, Store Management, Advertising, Fashion, Photoshop, CRM, Apparel, Online Marketing, Google Analytics, Digital Strategy, Luxury Goods, SEO, Microsoft Excel, Web Analytics, Content Strategy, Web Project Management, Market Research, Marketing, Management
Education
Fairfield University 2004 — 2008
BS, Marketing
Fairfield University 2004 — 2008
BS, Marketing
Regent's College
Peter Rudden's UBS Experience March 2005 - February 2007
Job CFO at Constellation Alpha Capital
Industry Financial Services
Experience
Constellation Alpha Capital Corp. August 2015 - Present
Wellington Management January 2013 - August 2015
Morgan Stanley Investment Management March 2007 - August 2011
UBS March 2005 - February 2007
Skills
Trading, Equities, Prime Brokerage, ETFs, Bloomberg, Alternative Investments, Derivatives, Hedge Funds, Options, Equity Derivatives, Swaps
Education
Fairfield University 2000 — 2004
B.S, Finance
Constellation Alpha Capital Corp. August 2015 - Present
Wellington Management January 2013 - August 2015
Morgan Stanley Investment Management March 2007 - August 2011
UBS March 2005 - February 2007
Skills
Trading, Equities, Prime Brokerage, ETFs, Bloomberg, Alternative Investments, Derivatives, Hedge Funds, Options, Equity Derivatives, Swaps
Education
Fairfield University 2000 — 2004
B.S, Finance
Helen V. Stamatiadis Helen V. Stamatiadis's UBS Experience October 1999 - November 2000
Job Manager, Corporate & Securities at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters January 2011 - Present
Thomson Reuters November 2000 - January 2011
UBS October 1999 - November 2000
Axel Johnson Inc. November 1994 - October 1999
Kelly, Drye & Warren LLP January 1990 - October 1994
Kelly, Drye & Warren LLP January 1988 - October 1994
Kelly, Drye & Warren LLP January 1988 - December 1989
Kelly, Drye & Warren LLP May 1987 - November 1988
Law Offices of E. Arthur Morin, Jr. August 1983 - May 1987
Skills
Corporate Law, Legal Research, Corporate Governance, Litigation, Legal Writing, Due Diligence, Real Estate, Tax, Courts, Mergers & Acquisitions, Securities, Intellectual Property, Commercial Litigation, Licensing, Research, Joint Ventures, Acquisitions, Management, Privacy Law
Education
Pace University - Lubin School of Business 2002 — 2008
MBA, Finance
Pace University 1995 — 1999
BA, Liberal Studies
Norwalk Community-Technical College 1994 — 1995
Associates, General Studies
The Institute for Employee Benefits Training 1990 — 1990
Certificate, ERISA
Fairfield University 1987 — 1990
Certificate, Paralegal Studies
Thomson Reuters January 2011 - Present
Thomson Reuters November 2000 - January 2011
UBS October 1999 - November 2000
Axel Johnson Inc. November 1994 - October 1999
Kelly, Drye & Warren LLP January 1990 - October 1994
Kelly, Drye & Warren LLP January 1988 - October 1994
Kelly, Drye & Warren LLP January 1988 - December 1989
Kelly, Drye & Warren LLP May 1987 - November 1988
Law Offices of E. Arthur Morin, Jr. August 1983 - May 1987
Skills
Corporate Law, Legal Research, Corporate Governance, Litigation, Legal Writing, Due Diligence, Real Estate, Tax, Courts, Mergers & Acquisitions, Securities, Intellectual Property, Commercial Litigation, Licensing, Research, Joint Ventures, Acquisitions, Management, Privacy Law
Education
Pace University - Lubin School of Business 2002 — 2008
MBA, Finance
Pace University 1995 — 1999
BA, Liberal Studies
Norwalk Community-Technical College 1994 — 1995
Associates, General Studies
The Institute for Employee Benefits Training 1990 — 1990
Certificate, ERISA
Fairfield University 1987 — 1990
Certificate, Paralegal Studies
Nicholas Torna's UBS Experience June 2015 - Present
Job Student at Fairfield University
Industry Financial Services
Experience
UBS June 2015 - Present
Skills
Microsoft Excel, Market Research, Sales, Customer Service, Marketing, Time Management, Leadership
Education
Fairfield University 2012 — 2016
Majoring in Finance and International Business
Florence University of the Arts 2014 — 2014
Seton Hall Preparatory School 2008 — 2012
High School
UBS June 2015 - Present
Skills
Microsoft Excel, Market Research, Sales, Customer Service, Marketing, Time Management, Leadership
Education
Fairfield University 2012 — 2016
Majoring in Finance and International Business
Florence University of the Arts 2014 — 2014
Seton Hall Preparatory School 2008 — 2012
High School
Mark Diverio's UBS Experience June 1993 - May 1998
Job Finance and Investment Executive with Leadership Roles in the Corporate Sector and on Wall Street
Industry Financial Services
Experience
Shenandoah Group June 2008 - Present
Xylem Global Partners, LLC July 2006 - May 2008
Shenandoah Group July 2003 - June 2006
MeadWestvaco Corporation January 2002 - June 2003
Westvaco Corporation June 1998 - January 2002
UBS June 1993 - May 1998
Lehman Brothers September 1987 - June 1993
Merrill Lynch & Co. August 1983 - September 1987
Manufacturers Hanover Trust Company January 1980 - August 1983
First National Bank of New Jersey June 1975 - January 1980
Skills
Senior Management, Strategic Planning, Corporate Finance, Capital Markets, Mergers & Acquisitions, Executive Management, Director of Research, Corporate Development, Equity Research, Mergers, Business Strategy, Investor Relations, Asset Management, Investment Banking, Hedge Funds, Banking, Corporate Restructurings, Valuation, Project Management, Sales and Marketing, Financial Analysis, Select Treasury..., Portfolio Management, Due Diligence, Equities, Investments, Industry Analysis, Divestitures, Financial Modeling, Private Equity, Securities, Alternative Investments, Financial Markets, Strategy Development, Competitive Analysis, Start-ups, Strategy, Leadership, Fixed Income, Restructuring
Education
Harvard Business School 2004 — 2004
Executive Management Courses
Fairleigh Dickinson University 1978 — 1980
MBA, Finance
Washington & Lee University 1971 — 1975
BA, Economics
St. Peter's Prep
Shenandoah Group June 2008 - Present
Xylem Global Partners, LLC July 2006 - May 2008
Shenandoah Group July 2003 - June 2006
MeadWestvaco Corporation January 2002 - June 2003
Westvaco Corporation June 1998 - January 2002
UBS June 1993 - May 1998
Lehman Brothers September 1987 - June 1993
Merrill Lynch & Co. August 1983 - September 1987
Manufacturers Hanover Trust Company January 1980 - August 1983
First National Bank of New Jersey June 1975 - January 1980
Skills
Senior Management, Strategic Planning, Corporate Finance, Capital Markets, Mergers & Acquisitions, Executive Management, Director of Research, Corporate Development, Equity Research, Mergers, Business Strategy, Investor Relations, Asset Management, Investment Banking, Hedge Funds, Banking, Corporate Restructurings, Valuation, Project Management, Sales and Marketing, Financial Analysis, Select Treasury..., Portfolio Management, Due Diligence, Equities, Investments, Industry Analysis, Divestitures, Financial Modeling, Private Equity, Securities, Alternative Investments, Financial Markets, Strategy Development, Competitive Analysis, Start-ups, Strategy, Leadership, Fixed Income, Restructuring
Education
Harvard Business School 2004 — 2004
Executive Management Courses
Fairleigh Dickinson University 1978 — 1980
MBA, Finance
Washington & Lee University 1971 — 1975
BA, Economics
St. Peter's Prep
Margaret McLaughlin's UBS Experience October 2010 - June 2014
Job Managing Director, Quality Assurance at GE Capital
Industry Financial Services
Experience
GE Capital October 2014 - Present
UBS October 2010 - June 2014
UBS AG January 1999 - October 2010
Skills
Investment Banking, Capital Markets, Fixed Income, Operational Risk..., Risk Management, Operational Risk, Equities, Derivatives, Hedge Funds, Internal Audit, Quality Assurance
Education
Fairfield University 1985 — 1989
Bachelor's Degree, Accounting
Fordham University
Master of Business Administration (M.B.A.), Finance, General
GE Capital October 2014 - Present
UBS October 2010 - June 2014
UBS AG January 1999 - October 2010
Skills
Investment Banking, Capital Markets, Fixed Income, Operational Risk..., Risk Management, Operational Risk, Equities, Derivatives, Hedge Funds, Internal Audit, Quality Assurance
Education
Fairfield University 1985 — 1989
Bachelor's Degree, Accounting
Fordham University
Master of Business Administration (M.B.A.), Finance, General
Kevin Berube's UBS Experience March 2010 - October 2011
Job Executive Recruiter at Red Bull
Industry Food & Beverages
Experience
Red Bull August 2015 - Present
Patriarch Partners October 2011 - August 2015
UBS March 2010 - October 2011
BluestarSearch January 2010 - March 2010
Michael Page International November 2006 - October 2009
Skills
Private Equity, Finance, Executive Search, Strategy, Capital Markets, Recruiting, Management, Investment Banking, Portfolio Management, Leadership, Banking, Consulting, Venture Capital, Investments, Talent Acquisition, Business Planning, Recruitment Technology, Human Resources, Restructuring, Risk, Derivatives, Asset Management, Financial Risk, Talent Management, HR Consulting, Applicant Tracking..., Internet Recruiting
Education
Fairfield University 2002 — 2006
Bachelor of Arts (BA), Economics
Saint John's Prep 2000 — 2002
HS
St Marks School
Red Bull August 2015 - Present
Patriarch Partners October 2011 - August 2015
UBS March 2010 - October 2011
BluestarSearch January 2010 - March 2010
Michael Page International November 2006 - October 2009
Skills
Private Equity, Finance, Executive Search, Strategy, Capital Markets, Recruiting, Management, Investment Banking, Portfolio Management, Leadership, Banking, Consulting, Venture Capital, Investments, Talent Acquisition, Business Planning, Recruitment Technology, Human Resources, Restructuring, Risk, Derivatives, Asset Management, Financial Risk, Talent Management, HR Consulting, Applicant Tracking..., Internet Recruiting
Education
Fairfield University 2002 — 2006
Bachelor of Arts (BA), Economics
Saint John's Prep 2000 — 2002
HS
St Marks School
Richard Graf's UBS Experience Assistant Manager Treasury Operations EuropeIngersoll Rand Company1988 - 1995
Job Managing Director, Senior Credit Officer, UBS
Industry Investment Banking
Experience
UBS Assistant Manager Treasury Operations EuropeIngersoll Rand Company1988 - 1995
Skills
Investment Banking, Valuation, Credit Derivatives, Fixed Income, Capital Markets, Corporate Finance, Bloomberg, Derivatives, Equities, Financial Analysis, Financial Structuring, Structured Finance, Structured Products
Education
Fairfield University 1983 — 1987
UBS Assistant Manager Treasury Operations EuropeIngersoll Rand Company1988 - 1995
Skills
Investment Banking, Valuation, Credit Derivatives, Fixed Income, Capital Markets, Corporate Finance, Bloomberg, Derivatives, Equities, Financial Analysis, Financial Structuring, Structured Finance, Structured Products
Education
Fairfield University 1983 — 1987
Heike Michl's UBS Experience July 2012 - Present
Job Event Marketing Specialist
Industry Financial Services
Experience
UBS July 2012 - Present
Skills
Social Media, Event Management, Marketing Communications, Event Planning, Marketing, Fundraising, Direct Marketing, Email Marketing, Marketing Strategy, Sales
Education
Fairfield University 2000 — 2004
Fashion Institute of Technology 2011 — 2013
Event Planning and PR
UBS July 2012 - Present
Skills
Social Media, Event Management, Marketing Communications, Event Planning, Marketing, Fundraising, Direct Marketing, Email Marketing, Marketing Strategy, Sales
Education
Fairfield University 2000 — 2004
Fashion Institute of Technology 2011 — 2013
Event Planning and PR
Reuben Codjoe's UBS Experience March 2011 - Present
Job Client Resolution Specialist at UBS Financial Services
Industry Financial Services
Experience
UBS March 2011 - Present
Northwestern Mutual July 2010 - January 2011
TD Wealth Management February 2010 - June 2010
Barclays Global Investors November 2007 - October 2009
Smith Barney March 2006 - October 2007
TD Waterhouse 2004 - 2005
Skills
Series 7, Securities, Wealth Management, Financial Services, ETFs, Financial Advisory, Series 63, Asset Management, Finance, Financial Analysis, Investments
Education
Fairfield University 1995 — 1999
Bachelor of Arts (B.A.), Psychology
UBS March 2011 - Present
Northwestern Mutual July 2010 - January 2011
TD Wealth Management February 2010 - June 2010
Barclays Global Investors November 2007 - October 2009
Smith Barney March 2006 - October 2007
TD Waterhouse 2004 - 2005
Skills
Series 7, Securities, Wealth Management, Financial Services, ETFs, Financial Advisory, Series 63, Asset Management, Finance, Financial Analysis, Investments
Education
Fairfield University 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Colin Busteed's UBS Experience September 1990 - Present
Job Director UBS
Industry Financial Services
Experience
UBS September 1990 - Present
UBS Wealth Management 1990 - Present
UBS Financial Services, Inc. 1990 - Present
Education
Fairleigh Dickinson University 1995 — 1997
MBA
UBS September 1990 - Present
UBS Wealth Management 1990 - Present
UBS Financial Services, Inc. 1990 - Present
Education
Fairleigh Dickinson University 1995 — 1997
MBA
Michaela Smith's UBS Experience September 2005 - May 2006
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
US Trust November 2011 - Present
US Trust September 2009 - November 2011
US Trust, Bank of America Private Wealth Management June 2006 - October 2009
UBS September 2005 - May 2006
Skills
Investments, Strategy, Finance, Portfolio Management, Asset Allocation, Management, Bloomberg, Credit, Sales, Trading, CRM, Wealth Management, Asset Management, Mutual Funds, Financial Advisory, Alternative Investments, Financial Analysis, Financial Modeling, Economics, Investment Management, Valuation, Loans, Marketing, Hedge Funds, Due Diligence, Private Equity, Fixed Income, Bloomberg Terminal
Education
University of Rhode Island 2010 — 2014
MBA, Finance
Roger Williams University 2008 — 2009
MAT
Fairfield University 2002 — 2006
BS, Economics, Marketing
US Trust November 2011 - Present
US Trust September 2009 - November 2011
US Trust, Bank of America Private Wealth Management June 2006 - October 2009
UBS September 2005 - May 2006
Skills
Investments, Strategy, Finance, Portfolio Management, Asset Allocation, Management, Bloomberg, Credit, Sales, Trading, CRM, Wealth Management, Asset Management, Mutual Funds, Financial Advisory, Alternative Investments, Financial Analysis, Financial Modeling, Economics, Investment Management, Valuation, Loans, Marketing, Hedge Funds, Due Diligence, Private Equity, Fixed Income, Bloomberg Terminal
Education
University of Rhode Island 2010 — 2014
MBA, Finance
Roger Williams University 2008 — 2009
MAT
Fairfield University 2002 — 2006
BS, Economics, Marketing
Gregg Cerasuolo's UBS Experience 2008 - 2013
Job Founder and CEO at FitAthleticNutrition (FAN)
Industry Financial Services
Experience
FitAthleticNutrition (FAN) January 2012 - Present
UBS 2008 - 2013
Skills
Lifestyle, Nutrition, Strength Training, Coaching, Entrepreneurship, Investments
Education
Fairfield University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Fairfield University
Fairfield University
Bachelor of Arts, Political Theory
INSTITUTE FOR INTEGRATIVE NUTRITION®
FitAthleticNutrition (FAN) January 2012 - Present
UBS 2008 - 2013
Skills
Lifestyle, Nutrition, Strength Training, Coaching, Entrepreneurship, Investments
Education
Fairfield University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Fairfield University
Fairfield University
Bachelor of Arts, Political Theory
INSTITUTE FOR INTEGRATIVE NUTRITION®
Bruce Dieterlen, CFP®'s UBS Experience 2007 - Present
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS 2007 - Present
Ranger Golf Inc. 1997 - 2007
Citibank 1991 - 1997
JP Morgan 1990 - 1991
Education
European Business School Oestrich-Winkel 1989 — 1990
MBA, German, International Economics, International Finance
Thunderbird School of Global Management 1989 — 1990
MBA, International Finance
The University of Texas at Austin 1985 — 1989
BBA, Finance
UBS 2007 - Present
Ranger Golf Inc. 1997 - 2007
Citibank 1991 - 1997
JP Morgan 1990 - 1991
Education
European Business School Oestrich-Winkel 1989 — 1990
MBA, German, International Economics, International Finance
Thunderbird School of Global Management 1989 — 1990
MBA, International Finance
The University of Texas at Austin 1985 — 1989
BBA, Finance
Glenn Markarian's UBS Experience July 2001 - August 2007
Job Creative at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings August 2007 - Present
UBS July 2001 - August 2007
Education
Parsons School of Design 2000 — 2001
Fairleigh Dickinson University 1981 — 1985
Fitch Ratings August 2007 - Present
UBS July 2001 - August 2007
Education
Parsons School of Design 2000 — 2001
Fairleigh Dickinson University 1981 — 1985
Stefania Fable's UBS Experience 1997 - 2007
Job VP at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2007 - Present
UBS 1997 - 2007
Education
Fairfield University 2003 — 2006
MBA
Villanova University 1994 — 1997
Credit Suisse June 2007 - Present
UBS 1997 - 2007
Education
Fairfield University 2003 — 2006
MBA
Villanova University 1994 — 1997
Jason Burnside's UBS Experience June 2006 - December 2011
Job Vice President at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities December 2014 - Present
UBS Wealth Management & Swiss Banking January 2012 - December 2014
UBS Wealth Management & Swiss Banking January 2012 - December 2014
UBS June 2006 - December 2011
Skills
Middle Office, Liquidity Management, Derivatives, Fixed Income, FX Options, Banking, Financial Risk, Hedge Funds, Investment Banking, Project Management, Financial Services, Trading
Education
Fairfield University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Wells Fargo Securities December 2014 - Present
UBS Wealth Management & Swiss Banking January 2012 - December 2014
UBS Wealth Management & Swiss Banking January 2012 - December 2014
UBS June 2006 - December 2011
Skills
Middle Office, Liquidity Management, Derivatives, Fixed Income, FX Options, Banking, Financial Risk, Hedge Funds, Investment Banking, Project Management, Financial Services, Trading
Education
Fairfield University 2002 — 2004
Master of Business Administration (MBA), Finance, General
RAM CHANDRA PATLOLLA's UBS Experience May 2006 - October 2006
Job BHP Billiton
Industry Computer Software
Experience
BHP Billiton May 2015 - Present
BNY Mellon May 2014 - March 2015
BNP Paribas May 2013 - April 2014
UBS Investment Bank April 2010 - March 2013
Family Dollar 2009 - May 2010
Capital Group 2006 - 2009
UBS May 2006 - October 2006
Skills
Informatica, Perl, Sybase ASE, Unix Shell Scripting, Oracle SQL, SQL Server, Core Java, Microsoft SQL Server, Sybase, SDLC, PL/SQL, Oracle, Data Warehousing, SQL, Shell Scripting
Education
Fairleigh Dickinson University 2004 — 2006
Master of Sciences, Electronics and Communications
jayam college of engg & tech 1999 — 2003
Bachelor of Sciences, Electronics and Communications
BHP Billiton May 2015 - Present
BNY Mellon May 2014 - March 2015
BNP Paribas May 2013 - April 2014
UBS Investment Bank April 2010 - March 2013
Family Dollar 2009 - May 2010
Capital Group 2006 - 2009
UBS May 2006 - October 2006
Skills
Informatica, Perl, Sybase ASE, Unix Shell Scripting, Oracle SQL, SQL Server, Core Java, Microsoft SQL Server, Sybase, SDLC, PL/SQL, Oracle, Data Warehousing, SQL, Shell Scripting
Education
Fairleigh Dickinson University 2004 — 2006
Master of Sciences, Electronics and Communications
jayam college of engg & tech 1999 — 2003
Bachelor of Sciences, Electronics and Communications
Robert Sorrentino Jr.'s UBS Experience September 2010 - July 2013
Job Assistant Complex Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2013 - Present
UBS September 2010 - July 2013
UBS Wealth Management May 2006 - December 2008
UBS 2000 - 2006
Advest, Inc. 1998 - 2000
Skills
Equities, Investment Banking, Business Development, Series 63, Wealth Management, CRM, Management, Sales, Series 7, Hedge Funds
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance / Accounting
Fairfield University 1994 — 1996
BA, Politics
Notre Dame 1989 — 1992
UBS Wealth Management July 2013 - Present
UBS September 2010 - July 2013
UBS Wealth Management May 2006 - December 2008
UBS 2000 - 2006
Advest, Inc. 1998 - 2000
Skills
Equities, Investment Banking, Business Development, Series 63, Wealth Management, CRM, Management, Sales, Series 7, Hedge Funds
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance / Accounting
Fairfield University 1994 — 1996
BA, Politics
Notre Dame 1989 — 1992
Jennifer Gutierrez Kegan's UBS Experience July 1996 - October 1998
Job Owner, Emmy's Bowtique
Industry Apparel & Fashion
Experience
Emmy's Bowtique Vice PresidentJP Morgan ChaseAugust 2001 - January 2006
PwC Consulting November 1998 - July 2001
UBS July 1996 - October 1998
Education
Fairfield University 1992 — 1996
Emmy's Bowtique Vice PresidentJP Morgan ChaseAugust 2001 - January 2006
PwC Consulting November 1998 - July 2001
UBS July 1996 - October 1998
Education
Fairfield University 1992 — 1996
James Ballentyne's UBS Experience 2015 - 2015
Job Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2013 - February 2015
UBS 2015 - 2015
BNP Paribas January 2013 - August 2013
Societe Generale August 2011 - October 2012
Societe Generale June 2010 - August 2011
Cantor Fitzgerald & Co July 2003 - March 2010
Societe Generale May 2002 - June 2003
Societe Generale January 2001 - May 2002
Societe Generale August 1999 - January 2001
Societe Generale July 1998 - August 1999
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Investment Banking, Project Management, Business Analysis, Business Planning, Bonds, Finance, Back Office, Analysis, Equity Trading, Middle Office, SDLC, Securities, Risk Management, Accounting, Options, Trading, Prime Brokerage, Equity Derivatives, Cash Management, Financial Services, Structured Finance, Access
Education
Fairleigh Dickinson University 1987 — 1990
M.B.A, finance
William Paterson University 1981 — 1984
B.A, Accounting
Deutsche Bank August 2013 - February 2015
UBS 2015 - 2015
BNP Paribas January 2013 - August 2013
Societe Generale August 2011 - October 2012
Societe Generale June 2010 - August 2011
Cantor Fitzgerald & Co July 2003 - March 2010
Societe Generale May 2002 - June 2003
Societe Generale January 2001 - May 2002
Societe Generale August 1999 - January 2001
Societe Generale July 1998 - August 1999
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Investment Banking, Project Management, Business Analysis, Business Planning, Bonds, Finance, Back Office, Analysis, Equity Trading, Middle Office, SDLC, Securities, Risk Management, Accounting, Options, Trading, Prime Brokerage, Equity Derivatives, Cash Management, Financial Services, Structured Finance, Access
Education
Fairleigh Dickinson University 1987 — 1990
M.B.A, finance
William Paterson University 1981 — 1984
B.A, Accounting
Daniel Durden's UBS Experience 2006 - 2006
Job Information Technology Risk Management Consultant
Industry Information Technology and Services
Experience
SWCAA September 2010 - Present
Subway Restaurants (SFAFT) July 2006 - August 2010
UBS 2006 - 2006
YellowFish Software 2002 - 2006
Priceline.com Inc. 2000 - 2002
MECA Software, LLC 1997 - 2001
Interact Systems August 1998 - March 2000
Skills
Virtualization, Disaster Recovery, Network Security, Troubleshooting, Data Center, Security, Business Intelligence, SharePoint, Microsoft SQL Server, Information Technology, Project Management, Operating Systems, Network Administration, Management, Strategy, Leadership, Networking, IT Management, Change Management, Vendor Management, Windows
Education
Fairfield University
Masters, Software Engineering
Tulane University
University of Connecticut
B.S., Finance
SWCAA September 2010 - Present
Subway Restaurants (SFAFT) July 2006 - August 2010
UBS 2006 - 2006
YellowFish Software 2002 - 2006
Priceline.com Inc. 2000 - 2002
MECA Software, LLC 1997 - 2001
Interact Systems August 1998 - March 2000
Skills
Virtualization, Disaster Recovery, Network Security, Troubleshooting, Data Center, Security, Business Intelligence, SharePoint, Microsoft SQL Server, Information Technology, Project Management, Operating Systems, Network Administration, Management, Strategy, Leadership, Networking, IT Management, Change Management, Vendor Management, Windows
Education
Fairfield University
Masters, Software Engineering
Tulane University
University of Connecticut
B.S., Finance
Ryan Connolly's UBS Experience March 1999 - Present
Job Executive Director FX Prime Brokerage and Clearing Sales
Industry Financial Services
Experience
UBS March 1999 - Present
ADP June 1998 - March 1999
Skills
Prime Brokerage, Hedge Funds, FX Hedging, Series 7, Trading Systems, Electronic Trading, Series 63, Swaps, FX trading, Relationship Management, FX Options, Dodd-Frank, Foreign Exchange, Derivatives, Fixed Income, Rates
Education
Fairfield University 2003 — 2005
MBA, Finance
Fairfield University 1994 — 1998
BS, Finance Major, English Minor
UBS March 1999 - Present
ADP June 1998 - March 1999
Skills
Prime Brokerage, Hedge Funds, FX Hedging, Series 7, Trading Systems, Electronic Trading, Series 63, Swaps, FX trading, Relationship Management, FX Options, Dodd-Frank, Foreign Exchange, Derivatives, Fixed Income, Rates
Education
Fairfield University 2003 — 2005
MBA, Finance
Fairfield University 1994 — 1998
BS, Finance Major, English Minor
Gary Pia's UBS Experience August 2007 - December 2008
Job Senior VP Global Sales & Marketing at Chad Labs Corporation
Industry Marketing and Advertising
Experience
Chad Labs Corporation September 2014 - Present
B9 Clean Water Systems, Inc. March 2012 - April 2014
X9 Gold Development, Inc. November 2010 - October 2012
UBS August 2007 - December 2008
Kamco Supply Corp. of New England June 2005 - March 2007
Acme United Corporation September 2003 - October 2005
Acme United Corporation 1997 - 2003
Synergistic Marketing Group November 1993 - February 1997
Pilot Corporation of America October 1989 - October 1993
Bic Corporation August 1988 - October 1989
Skills
Possess an alarming way..., Cross-functional Team..., Gold, Management, Account Management, Leadership, Sales Management, Process Improvement, Team Leadership, Strategic Planning, Marketing Strategy, Marketing, New Business Development, Product Development, Start-ups
Education
Fairfield University 1974 — 1978
BS Marketing
Chad Labs Corporation September 2014 - Present
B9 Clean Water Systems, Inc. March 2012 - April 2014
X9 Gold Development, Inc. November 2010 - October 2012
UBS August 2007 - December 2008
Kamco Supply Corp. of New England June 2005 - March 2007
Acme United Corporation September 2003 - October 2005
Acme United Corporation 1997 - 2003
Synergistic Marketing Group November 1993 - February 1997
Pilot Corporation of America October 1989 - October 1993
Bic Corporation August 1988 - October 1989
Skills
Possess an alarming way..., Cross-functional Team..., Gold, Management, Account Management, Leadership, Sales Management, Process Improvement, Team Leadership, Strategic Planning, Marketing Strategy, Marketing, New Business Development, Product Development, Start-ups
Education
Fairfield University 1974 — 1978
BS Marketing
Bryan Laiks's UBS Experience 1999 - 2004
Job Financial Planner / Wealth Manager
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2012 - Present
Consultant 2010 - 2012
LPL Financial 2009 - 2010
ARDEC 2008 - October 2009
Morgan Stanley May 2004 - February 2008
UBS 1999 - 2004
Paine Webber 1990 - 1999
Skills
Financial Analysis, Product Support, Client Services, Investments, Asset Allocation, Portfolio Management, Financial Advisory, Project Planning, Marketing, Product Management, Wealth Management, Series 7, Insurance, Strategic Financial..., Asset Managment, Retirement Planning, Securities, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Retirement, Relationship Management, Investment Banking, Derivatives, Hedge Funds, Due Diligence, Financial Services, Fixed Income, Asset Management, Series 63, ETFs, Finance, Estate Planning, Wealth Management..., Bloomberg, Wealth, Options, Series 24, Financial Markets, Financial Planners
Education
Fairleigh Dickinson University
BS, Accounting / Communication
Fairleigh Dickinson University
MBA, Finance
Morgan Stanley Wealth Management 2012 - Present
Consultant 2010 - 2012
LPL Financial 2009 - 2010
ARDEC 2008 - October 2009
Morgan Stanley May 2004 - February 2008
UBS 1999 - 2004
Paine Webber 1990 - 1999
Skills
Financial Analysis, Product Support, Client Services, Investments, Asset Allocation, Portfolio Management, Financial Advisory, Project Planning, Marketing, Product Management, Wealth Management, Series 7, Insurance, Strategic Financial..., Asset Managment, Retirement Planning, Securities, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Retirement, Relationship Management, Investment Banking, Derivatives, Hedge Funds, Due Diligence, Financial Services, Fixed Income, Asset Management, Series 63, ETFs, Finance, Estate Planning, Wealth Management..., Bloomberg, Wealth, Options, Series 24, Financial Markets, Financial Planners
Education
Fairleigh Dickinson University
BS, Accounting / Communication
Fairleigh Dickinson University
MBA, Finance
Richard Rauzi's UBS Experience 1994 - 1997
Job Senior Vice President, Bank of America Legal Department
Industry Banking
Experience
Bank of America December 2002 - Present
Royal Bank of Scotland February 1997 - March 2002
RBS Greenwich Capital 1998 - 2002
NatWest Markets 1997 - 2002
UBS 1994 - 1997
Skills
Banking, Capital Markets, Internal Audit, Risk Management, Securities, Financial Risk, Management, AML, Derivatives, Operational Risk..., Fixed Income, Financial Analysis, Equities, Credit, Financial Services, Legal Discovery, Regulatory Relations, Regulatory Interactions
Education
Pace University 2004 — 2005
Certificate, Accounting
Fairfield University 1980 — 1984
BS, Finance
Archbishop Molloy 1976 — 1980
Bank of America December 2002 - Present
Royal Bank of Scotland February 1997 - March 2002
RBS Greenwich Capital 1998 - 2002
NatWest Markets 1997 - 2002
UBS 1994 - 1997
Skills
Banking, Capital Markets, Internal Audit, Risk Management, Securities, Financial Risk, Management, AML, Derivatives, Operational Risk..., Fixed Income, Financial Analysis, Equities, Credit, Financial Services, Legal Discovery, Regulatory Relations, Regulatory Interactions
Education
Pace University 2004 — 2005
Certificate, Accounting
Fairfield University 1980 — 1984
BS, Finance
Archbishop Molloy 1976 — 1980
Greg Vogler's UBS Experience 2000 - 2002
Job IT Audit Consultant/Contractor at SelfEmployed
Industry Financial Services
Experience
Self-Employed October 2013 - Present
AIG June 2007 - July 2013
Deutsche Bank 2006 - 2007
BNY Mellon 2002 - 2005
UBS 2000 - 2002
Bankers Trust 1993 - 1999
Empire Blue Cross/Blue Shield of New York 1991 - 1993
Citibank 1987 - 1990
Midlantic Banks and First Fidelity 1984 - 1987
Skills
Auditing, IT Audit, Risk Management, Security, Business Analysis, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, Governance, Financial Risk, Infrastructure, Risk Assessment, Sarbanes-Oxley, Information Technology, Business Process..., Vendor Management, SDLC, Internal Controls, SAS70, Information Security, CISA, IT Risk Management, Information Security..., Data Privacy, Business Continuity, COBIT, Strategic Financial..., Outsourcing, Financial Reporting, Financial Analysis
Education
Computer Learning Center 1983 — 1984
Certificate in Programming, COBOL, ASSEMBLER and RPG
Fairleigh Dickinson University 1976 — 1980
Bachelor of Science (BS), Accounting
Self-Employed October 2013 - Present
AIG June 2007 - July 2013
Deutsche Bank 2006 - 2007
BNY Mellon 2002 - 2005
UBS 2000 - 2002
Bankers Trust 1993 - 1999
Empire Blue Cross/Blue Shield of New York 1991 - 1993
Citibank 1987 - 1990
Midlantic Banks and First Fidelity 1984 - 1987
Skills
Auditing, IT Audit, Risk Management, Security, Business Analysis, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, Governance, Financial Risk, Infrastructure, Risk Assessment, Sarbanes-Oxley, Information Technology, Business Process..., Vendor Management, SDLC, Internal Controls, SAS70, Information Security, CISA, IT Risk Management, Information Security..., Data Privacy, Business Continuity, COBIT, Strategic Financial..., Outsourcing, Financial Reporting, Financial Analysis
Education
Computer Learning Center 1983 — 1984
Certificate in Programming, COBOL, ASSEMBLER and RPG
Fairleigh Dickinson University 1976 — 1980
Bachelor of Science (BS), Accounting
Carl Rizzo's UBS Experience 1998 - 2009
Job Head of Energy Operations at Scotiabank
Industry Investment Banking
Experience
Scotiabank May 2009 - Present
Scotia Capital May 2009 - January 2010
UBS 1998 - 2009
UBS Investment Bank 1998 - 2009
Education
Fairfield University 2000 — 2002
MBA, Information Systems & Operations Processing
Fairfield University 1994 — 1998
BS, Finance
Scotiabank May 2009 - Present
Scotia Capital May 2009 - January 2010
UBS 1998 - 2009
UBS Investment Bank 1998 - 2009
Education
Fairfield University 2000 — 2002
MBA, Information Systems & Operations Processing
Fairfield University 1994 — 1998
BS, Finance
Heather Ahearn's UBS Experience September 1996 - June 1998
Job Knight Sound & Lighting Inc.
Industry Management Consulting
Experience
Knight Sound & Lighting Inc. June 2003 - Present
The Ahearn Group 2003 - Present
McKinsey & Company September 2000 - June 2003
UBS September 1996 - June 1998
Skills
Strategic Planning, Process Improvement, Leadership, Project Management, Cross-functional Team..., Strategy, Business Analysis, Management Consulting, Financial Analysis, Management, E-commerce, Marketing Strategy, Product Management
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 2000
MBA, Marketing
Fairfield University 1992 — 1996
B.A., Economics
Knight Sound & Lighting Inc. June 2003 - Present
The Ahearn Group 2003 - Present
McKinsey & Company September 2000 - June 2003
UBS September 1996 - June 1998
Skills
Strategic Planning, Process Improvement, Leadership, Project Management, Cross-functional Team..., Strategy, Business Analysis, Management Consulting, Financial Analysis, Management, E-commerce, Marketing Strategy, Product Management
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 2000
MBA, Marketing
Fairfield University 1992 — 1996
B.A., Economics
Alexandra E. DaSilva's UBS Experience May 1998 - April 2008
Job Sr Client Service Assoc at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2008 - Present
UBS May 1998 - April 2008
Skills
Client Service, Microsoft Office, Microsoft Excel, Microsoft Word, Client Services, Financial Analysis, Series 7, Alternative Investments, Insurance, Financial Services, Equities, Hedge Funds, Series 63
Education
Fairfield University 1996 — 1998
Bachelor of Arts (B.A.), Economics
Norwalk Community College 1994 — 1996
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Norwalk Community College 1994 — 1996
Associate of Science (A.S.), Business Administration and Management, General
Morgan Stanley April 2008 - Present
UBS May 1998 - April 2008
Skills
Client Service, Microsoft Office, Microsoft Excel, Microsoft Word, Client Services, Financial Analysis, Series 7, Alternative Investments, Insurance, Financial Services, Equities, Hedge Funds, Series 63
Education
Fairfield University 1996 — 1998
Bachelor of Arts (B.A.), Economics
Norwalk Community College 1994 — 1996
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Norwalk Community College 1994 — 1996
Associate of Science (A.S.), Business Administration and Management, General
Jongkook Kim's UBS Experience April 2007 - March 2011
Job Big data Analytic & Engineering at Citi
Industry Banking
Experience
Citi September 2011 - Present
Bank of Tokyo-Mitsubishi UFJ March 2011 - September 2011
UBS April 2007 - March 2011
Nomura March 2006 - March 2007
Avan November 2003 - April 2006
Skills
Hadoop, Hive, Impala, Hbase, Java, Flume, Big Data, MapReduce, Apache Pig, Spring, JSP, Struts, JavaScript, Oracle, Talend, JBoss Application Server, Weblogic, DB2, Sybase, Web Services, Websphere, Tomcat, EJB, Servlets, JSTL, JDBC, Oracle SQL, Unix Shell Scripting, Hibernate 3.1, AspectJ, JUnit, POI, Jasper Reports, iText, SAML, HTML, JSON, jQuery, RAD 7, Eclipse, WSAD, IntelliJ IDEA, PVCS, CVS, AJAX, CSS, Core Java
Education
Fairleigh Dickinson University 2002 — 2004
Master, Computer Science
Citi September 2011 - Present
Bank of Tokyo-Mitsubishi UFJ March 2011 - September 2011
UBS April 2007 - March 2011
Nomura March 2006 - March 2007
Avan November 2003 - April 2006
Skills
Hadoop, Hive, Impala, Hbase, Java, Flume, Big Data, MapReduce, Apache Pig, Spring, JSP, Struts, JavaScript, Oracle, Talend, JBoss Application Server, Weblogic, DB2, Sybase, Web Services, Websphere, Tomcat, EJB, Servlets, JSTL, JDBC, Oracle SQL, Unix Shell Scripting, Hibernate 3.1, AspectJ, JUnit, POI, Jasper Reports, iText, SAML, HTML, JSON, jQuery, RAD 7, Eclipse, WSAD, IntelliJ IDEA, PVCS, CVS, AJAX, CSS, Core Java
Education
Fairleigh Dickinson University 2002 — 2004
Master, Computer Science
Daniel Porco's UBS Experience June 2008 - January 2009
Job Staff Attorney, U.S. Securities and Exchange Commission
Industry Legal Services
Experience
U.S. Securities and Exchange Commission September 2013 - Present
US Securities and Exchange Commission June 2012 - August 2012
St. John's University School of Law Securities Arbitration Clinic September 2011 - July 2012
Financial Industry Regulatory Authority August 2011 - December 2011
American Management Association 2006 - 2011
Marino & Associates, P.C. January 2010 - August 2010
UBS June 2008 - January 2009
Education
Saint John's University School of Law 2010 — 2013
J.D., Law
Fairfield University 2005 — 2009
B.S., Finance
U.S. Securities and Exchange Commission September 2013 - Present
US Securities and Exchange Commission June 2012 - August 2012
St. John's University School of Law Securities Arbitration Clinic September 2011 - July 2012
Financial Industry Regulatory Authority August 2011 - December 2011
American Management Association 2006 - 2011
Marino & Associates, P.C. January 2010 - August 2010
UBS June 2008 - January 2009
Education
Saint John's University School of Law 2010 — 2013
J.D., Law
Fairfield University 2005 — 2009
B.S., Finance
Walter Henry's UBS Experience January 2007 - Present
Job Director Banking Solutions Specialist at UBS
Industry Financial Services
Experience
UBS January 2007 - Present
Skills
Wealth Management, Banking, Series 7, Loans, Securities, Fixed Income, Equities, Portfolio Management, Capital Markets, Investments
Education
Fordham University - Graduate School of Business Administration 1998 — 2002
MBA in Finance
Fairfield University 1987 — 1991
Finance
UBS January 2007 - Present
Skills
Wealth Management, Banking, Series 7, Loans, Securities, Fixed Income, Equities, Portfolio Management, Capital Markets, Investments
Education
Fordham University - Graduate School of Business Administration 1998 — 2002
MBA in Finance
Fairfield University 1987 — 1991
Finance
Brian La Belle's UBS Experience June 2004 - June 2015
Job CMBS Finance Loan/Mezz Trader at Barclays
Industry Financial Services
Experience
Barclays June 2015 - Present
UBS Investment Bank 2005 - Present
UBS June 2004 - June 2015
Canaan Partners 2004 - 2005
Canaan Partners 2004 - 2005
Skills
Valuation, Bloomberg, Capital Markets
Education
Fairfield University
BS, Marketing, Management Information Systems
Barclays June 2015 - Present
UBS Investment Bank 2005 - Present
UBS June 2004 - June 2015
Canaan Partners 2004 - 2005
Canaan Partners 2004 - 2005
Skills
Valuation, Bloomberg, Capital Markets
Education
Fairfield University
BS, Marketing, Management Information Systems
Sabrina Fay's UBS Experience 2006 - 2008
Job Executive Assistant at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank December 2006 - Present
UBS Securities, LLC 2006 - 2010
UBS 2006 - 2008
Skills
Fixed Income, Hedge Funds, Microsoft Excel, Asset Managment, Investment Banking, PowerPoint, Concur, Due Diligence, Travel Arrangements, Administrative..., Outlook, Expense Management, Calendars, Spreadsheets, Asset Management
Education
Fairfield University 1998 — 2002
UBS Investment Bank December 2006 - Present
UBS Securities, LLC 2006 - 2010
UBS 2006 - 2008
Skills
Fixed Income, Hedge Funds, Microsoft Excel, Asset Managment, Investment Banking, PowerPoint, Concur, Due Diligence, Travel Arrangements, Administrative..., Outlook, Expense Management, Calendars, Spreadsheets, Asset Management
Education
Fairfield University 1998 — 2002
Carl Riccobono's UBS Experience March 2003 - October 2008
Job IT Audit Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2008 - Present
UBS March 2003 - October 2008
Deutsche Bank February 2002 - March 2003
Arthur Andersen 1999 - 2001
Skills
Enterprise Risk..., Risk Management, Financial Analysis, Auditing, Financial Services, Financial Risk, Sarbanes-Oxley Act, Internal Audit, IT Audit, Internal Controls, Finance
Education
Fairfield University 2003 — 2005
MBA, Finance
Fairfield University 1995 — 1999
Bachelor of Science, Information Systems and Economics
Fidelity Investments October 2008 - Present
UBS March 2003 - October 2008
Deutsche Bank February 2002 - March 2003
Arthur Andersen 1999 - 2001
Skills
Enterprise Risk..., Risk Management, Financial Analysis, Auditing, Financial Services, Financial Risk, Sarbanes-Oxley Act, Internal Audit, IT Audit, Internal Controls, Finance
Education
Fairfield University 2003 — 2005
MBA, Finance
Fairfield University 1995 — 1999
Bachelor of Science, Information Systems and Economics
Allison Trask's UBS Experience February 2009 - May 2009
Job Senior Financial Analyst at the TJX Companies
Industry Financial Services
Experience
The TJX Companies, Inc. October 2014 - Present
Boston Globe Media Partners April 2013 - October 2014
Hachette Book Group June 2010 - April 2013
GE Corporate June 2009 - May 2010
UBS February 2009 - May 2009
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Microsoft Word, Teamwork, Social Media, PowerPoint, Finance, Microsoft Office, Facebook, Editing, Social Media Marketing, Digital Media, Marketing, Corporate Finance, Publishing
Education
Fairfield University 2006 — 2010
B.S., Finance, Information Systems
The TJX Companies, Inc. October 2014 - Present
Boston Globe Media Partners April 2013 - October 2014
Hachette Book Group June 2010 - April 2013
GE Corporate June 2009 - May 2010
UBS February 2009 - May 2009
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Microsoft Word, Teamwork, Social Media, PowerPoint, Finance, Microsoft Office, Facebook, Editing, Social Media Marketing, Digital Media, Marketing, Corporate Finance, Publishing
Education
Fairfield University 2006 — 2010
B.S., Finance, Information Systems
Chad Burhance's UBS Experience 1995 - 1999
Job Partner, Head of NewOak Solutions at NewOak Capital
Industry Financial Services
Experience
NewOak Capital 2010 - Present
State Street 2005 - 2010
International Fund Services (Ireland) Ltd, A State Street Company 2001 - 2010
International Fund Services (Ireland) Ltd, A State Street Company 2001 - 2005
Financial Technologies International 1999 - 2001
Financial Technologies International 1999 - 2001
UBS 1995 - 1999
UBS 1995 - 1999
Skills
Derivatives, Fixed Income, Valuation, Hedge Funds, Credit, Risk Management, Pricing, Portfolio Management, Bloomberg, Equities, Alternative Investments, Trading, Cost Management, Asset Management, Securities, Financial Services, Project Management, Senior Executive..., Capital Markets
Education
Fairfield University 1987 — 1991
B.S., Finance
Canterbury School
NewOak Capital 2010 - Present
State Street 2005 - 2010
International Fund Services (Ireland) Ltd, A State Street Company 2001 - 2010
International Fund Services (Ireland) Ltd, A State Street Company 2001 - 2005
Financial Technologies International 1999 - 2001
Financial Technologies International 1999 - 2001
UBS 1995 - 1999
UBS 1995 - 1999
Skills
Derivatives, Fixed Income, Valuation, Hedge Funds, Credit, Risk Management, Pricing, Portfolio Management, Bloomberg, Equities, Alternative Investments, Trading, Cost Management, Asset Management, Securities, Financial Services, Project Management, Senior Executive..., Capital Markets
Education
Fairfield University 1987 — 1991
B.S., Finance
Canterbury School
Marissa (Hidalgo) Babula's UBS Experience August 2011 - May 2012
Job Retirement Services Implementation Manager
Industry Financial Services
Experience
ADP August 2012 - Present
ADP August 2012 - Present
UBS August 2011 - May 2012
Merrill Lynch December 2007 - September 2009
First Investors Inc May 2007 - November 2007
Comprehensive Communications Group June 2006 - August 2006
Market Segments Inc. (Partners in Group Travel) June 2006 - August 2006
Skills
Middle Office, Settlement, Collateral Management, Back Office, Securities, Credit, Banking, Investment Banking, DTC, Sales, Series 63, Series 6, Retirement Plan..., Mutual Funds, Management, Hedge Funds, Financial Analysis, Microsoft Office, Fixed Income, Insurance, Customer Service, Portfolio Management
Education
UMass Lowell 2013 — 2016
Master of Business Administration (MBA), Finance, General
Fairfield University 2003 — 2007
Bachelors, Communication, Marketing
Montville Township High School 1999 — 2003
ADP August 2012 - Present
ADP August 2012 - Present
UBS August 2011 - May 2012
Merrill Lynch December 2007 - September 2009
First Investors Inc May 2007 - November 2007
Comprehensive Communications Group June 2006 - August 2006
Market Segments Inc. (Partners in Group Travel) June 2006 - August 2006
Skills
Middle Office, Settlement, Collateral Management, Back Office, Securities, Credit, Banking, Investment Banking, DTC, Sales, Series 63, Series 6, Retirement Plan..., Mutual Funds, Management, Hedge Funds, Financial Analysis, Microsoft Office, Fixed Income, Insurance, Customer Service, Portfolio Management
Education
UMass Lowell 2013 — 2016
Master of Business Administration (MBA), Finance, General
Fairfield University 2003 — 2007
Bachelors, Communication, Marketing
Montville Township High School 1999 — 2003
Jonathan Peyser's UBS Experience February 2010 - March 2012
Job Consultant at Credit Agricole CIB
Industry Information Technology and Services
Experience
Credit Agricole CIB April 2013 - Present
Private Project July 2012 - October 2012
UBS February 2010 - March 2012
Barclays Capital June 2009 - January 2010
JPMorgan Chase July 2006 - March 2009
Bear, Stearns & Co. Inc. 2006 - 2008
eSpeed June 2000 - July 2006
PaineWeber 1998 - 2000
Instinet Corporation 1994 - 1998
Skills
Object Oriented Perl, Sybase, Oracle, XML, Unix Shell Scripting, SQL, JavaScript, Perl, Shell Scripting, HTML, SOAP, Java, Electronic Trading, Database Design, Trading Systems, Unix, Software Development, MySQL, Solaris
Education
Fairleigh Dickinson University 1992 — 1996
Masters, Computer Science
Credit Agricole CIB April 2013 - Present
Private Project July 2012 - October 2012
UBS February 2010 - March 2012
Barclays Capital June 2009 - January 2010
JPMorgan Chase July 2006 - March 2009
Bear, Stearns & Co. Inc. 2006 - 2008
eSpeed June 2000 - July 2006
PaineWeber 1998 - 2000
Instinet Corporation 1994 - 1998
Skills
Object Oriented Perl, Sybase, Oracle, XML, Unix Shell Scripting, SQL, JavaScript, Perl, Shell Scripting, HTML, SOAP, Java, Electronic Trading, Database Design, Trading Systems, Unix, Software Development, MySQL, Solaris
Education
Fairleigh Dickinson University 1992 — 1996
Masters, Computer Science
Karin Yoykon's UBS Experience November 2000 - January 2013
Job Management at UBS
Industry Investment Banking
Experience
The Wellmont Theater April 2013 - Present
UBS November 2000 - January 2013
Skills
Fixed Income, Equities, Capital Markets, Financial Services, Derivatives, Investment Banking, Hedge Funds, Bloomberg, Trading, Strategy, Risk Management, Music, Live Events, Executive Management, Office Management, Project Management, Live Music, Live Music Venue
Education
Fairleigh Dickinson University
Parsons School of Design
The Wellmont Theater April 2013 - Present
UBS November 2000 - January 2013
Skills
Fixed Income, Equities, Capital Markets, Financial Services, Derivatives, Investment Banking, Hedge Funds, Bloomberg, Trading, Strategy, Risk Management, Music, Live Events, Executive Management, Office Management, Project Management, Live Music, Live Music Venue
Education
Fairleigh Dickinson University
Parsons School of Design
Francis Brophy's UBS Experience February 2007 - December 2008
Job Business Systems Analyst at United Parcel Service
Industry Financial Services
Experience
United Parcel Service June 2010 - Present
COMFORCE Information Technologies July 2009 - September 2009
UBS February 2007 - December 2008
UBS Wealth Management 2007 - 2008
PARTY CITY CORPORATION June 2003 - May 2006
DE LA RUE CASH SYSTEMS November 2001 - September 2002
MELLON FINANCIAL CORPORATION June 1998 - August 2001
AMERICAN INTERNATIONAL GROUP (AIG) September 1996 - June 1998
FEDERAL BUREAU OF INVESTIGATION (FBI) May 1985 - September 1996
Skills
Software Documentation, Requirements Analysis, Business Requirements, Business Analysis, Financial Services, Program Management, Project Management, Analysis, User Acceptance Testing, Business Process, Business Process..., Testing, Requirements Gathering, Software Development
Education
William Paterson University of New Jersey 1980 — 1984
BA, Sociology\Anthropology
Bergen Catholic 1980 — 1980
Fairleigh Dickinson University
Cerificate, Web Skills Certification
Pace University
MS, Information Systems
William Paterson University of New Jersey
BS, Criminal Justice Administration
United Parcel Service June 2010 - Present
COMFORCE Information Technologies July 2009 - September 2009
UBS February 2007 - December 2008
UBS Wealth Management 2007 - 2008
PARTY CITY CORPORATION June 2003 - May 2006
DE LA RUE CASH SYSTEMS November 2001 - September 2002
MELLON FINANCIAL CORPORATION June 1998 - August 2001
AMERICAN INTERNATIONAL GROUP (AIG) September 1996 - June 1998
FEDERAL BUREAU OF INVESTIGATION (FBI) May 1985 - September 1996
Skills
Software Documentation, Requirements Analysis, Business Requirements, Business Analysis, Financial Services, Program Management, Project Management, Analysis, User Acceptance Testing, Business Process, Business Process..., Testing, Requirements Gathering, Software Development
Education
William Paterson University of New Jersey 1980 — 1984
BA, Sociology\Anthropology
Bergen Catholic 1980 — 1980
Fairleigh Dickinson University
Cerificate, Web Skills Certification
Pace University
MS, Information Systems
William Paterson University of New Jersey
BS, Criminal Justice Administration
Lakennia Griffin's UBS Experience September 1999 - May 2009
Job Sales
Industry Insurance
Experience
New York Life Insurance Company March 2010 - June 2011
UBS September 1999 - May 2009
Skills
IRAs, 401k, Microsoft Office, Talent Acquisition, Retirement Planning, Fixed Annuities, Roth IRA, Leadership, Organizational..., Talent Management, Change Management, Life Insurance, Training
Education
Montclair State University 2007 — 2012
MA, Industrial Organizational Psychology
Fairleigh Dickinson University 1998 — 2002
BA, Psychology
New York Life Insurance Company March 2010 - June 2011
UBS September 1999 - May 2009
Skills
IRAs, 401k, Microsoft Office, Talent Acquisition, Retirement Planning, Fixed Annuities, Roth IRA, Leadership, Organizational..., Talent Management, Change Management, Life Insurance, Training
Education
Montclair State University 2007 — 2012
MA, Industrial Organizational Psychology
Fairleigh Dickinson University 1998 — 2002
BA, Psychology
Joshua Shute's UBS Experience February 2009 - Present
Job UBS
Industry Financial Services
Experience
UBS February 2009 - Present
Bank of America Investment Services, Inc December 2004 - February 2009
Deutche Bank Alex Brown November 2002 - December 2004
Merrill Lynch Pierce, Fenner & Smith, Inc. April 2001 - November 2002
Merrill Lynch Pierce, Fenner & Smith, Inc. December 2000 - April 2001
Merrill Lynch Pierce, Fenner & Smith, Inc. September 1999 - December 2000
Merrill Lynch Pierce, Fenner & Smith, Inc. May 1998 - September 1999
Merrill Lynch Pierce, Fenner & Smith, Inc. March 1997 - May 1998
Merrill Lynch Pierce, Fenner & Smith, Inc. August 1991 - March 1997
Merrill Lynch Pierce, Fenner & Smith, Inc. June 1988 - August 1991
Skills
Fixed Income
Education
Fairleigh Dickinson University 1992 — 1997
MBA, Marketing
Rutgers, The State University of New Jersey-Newark 1984 — 1988
B.S., Business Administration
UBS February 2009 - Present
Bank of America Investment Services, Inc December 2004 - February 2009
Deutche Bank Alex Brown November 2002 - December 2004
Merrill Lynch Pierce, Fenner & Smith, Inc. April 2001 - November 2002
Merrill Lynch Pierce, Fenner & Smith, Inc. December 2000 - April 2001
Merrill Lynch Pierce, Fenner & Smith, Inc. September 1999 - December 2000
Merrill Lynch Pierce, Fenner & Smith, Inc. May 1998 - September 1999
Merrill Lynch Pierce, Fenner & Smith, Inc. March 1997 - May 1998
Merrill Lynch Pierce, Fenner & Smith, Inc. August 1991 - March 1997
Merrill Lynch Pierce, Fenner & Smith, Inc. June 1988 - August 1991
Skills
Fixed Income
Education
Fairleigh Dickinson University 1992 — 1997
MBA, Marketing
Rutgers, The State University of New Jersey-Newark 1984 — 1988
B.S., Business Administration
Kevin P. Fahy (PMP)'s UBS Experience 2006 - 2007
Job Business Intelligence Professional
Industry Information Technology and Services
Experience
Setfocus March 2010 - May 2010
UBS, Financial Sevices 2007 - 2008
UBS 2006 - 2007
UBS Financial Services 2004 - 2006
UBS Wealth Management 2003 - 2004
Education
Stevens Institute of Technology 2000 — 2005
MSIS, Information Systems
Chubb Institute 1996 — 1996
Certificate, Computer Programming
Fairleigh Dickinson University 1983 — 1988
BS, Marketing
Setfocus March 2010 - May 2010
UBS, Financial Sevices 2007 - 2008
UBS 2006 - 2007
UBS Financial Services 2004 - 2006
UBS Wealth Management 2003 - 2004
Education
Stevens Institute of Technology 2000 — 2005
MSIS, Information Systems
Chubb Institute 1996 — 1996
Certificate, Computer Programming
Fairleigh Dickinson University 1983 — 1988
BS, Marketing
Jennifer Zephirin's UBS Experience 2006 - 2006
Job Vice President, Strategic Outreach, Center for Talent Innovation
Industry Human Resources
Experience
Center for Talent Innovation October 2013 - Present
Hewlett Consulting Partners October 2013 - Present
Morgan Stanley Wealth Management May 2012 - October 2013
Morgan Stanley May 2010 - May 2012
NERA Economic Consulting November 2008 - May 2010
FactSet Research Systems July 2007 - November 2008
UBS 2006 - 2006
Skills
Diversity Strategy..., High Potential..., Recruiting, Training and Development, Client Relations, Quantitative Analytics, Onboarding, Human Resources, Talent Acquisition, Employee Engagement, Talent Management, Organizational..., Leadership Development, Applicant Tracking...
Education
Fairfield University 2003 — 2007
BA, Economics
Center for Talent Innovation October 2013 - Present
Hewlett Consulting Partners October 2013 - Present
Morgan Stanley Wealth Management May 2012 - October 2013
Morgan Stanley May 2010 - May 2012
NERA Economic Consulting November 2008 - May 2010
FactSet Research Systems July 2007 - November 2008
UBS 2006 - 2006
Skills
Diversity Strategy..., High Potential..., Recruiting, Training and Development, Client Relations, Quantitative Analytics, Onboarding, Human Resources, Talent Acquisition, Employee Engagement, Talent Management, Organizational..., Leadership Development, Applicant Tracking...
Education
Fairfield University 2003 — 2007
BA, Economics
Rick Siemers's UBS Experience June 2004 - August 2004
Job Vice President TMC Bonds
Industry Financial Services
Experience
TMC Bonds, LLC April 2010 - Present
Advisor Group (Royal Alliance) October 2007 - April 2010
Goldenberg Hehmeyer Trading Co Ltd July 2005 - August 2007
Merrill Lynch December 2004 - March 2005
Wachovia Securities September 2004 - November 2004
UBS June 2004 - August 2004
Skills
Series 7, Series 63, Series 24, Trading, Financial Markets, Treasury, Treasury Management, FINRA, Bloomberg, Investments, Securities, Equities, Structured Products, Bonds, Capital Markets, Fixed Income
Education
Fairfield University 2001 — 2005
B.S., Finance and Information Systems
TMC Bonds, LLC April 2010 - Present
Advisor Group (Royal Alliance) October 2007 - April 2010
Goldenberg Hehmeyer Trading Co Ltd July 2005 - August 2007
Merrill Lynch December 2004 - March 2005
Wachovia Securities September 2004 - November 2004
UBS June 2004 - August 2004
Skills
Series 7, Series 63, Series 24, Trading, Financial Markets, Treasury, Treasury Management, FINRA, Bloomberg, Investments, Securities, Equities, Structured Products, Bonds, Capital Markets, Fixed Income
Education
Fairfield University 2001 — 2005
B.S., Finance and Information Systems
Ryan Tormey's UBS Experience October 2003 - January 2009
Job Director at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities December 2011 - Present
MF Global September 2011 - November 2011
Auriga USA, LLC February 2010 - July 2011
Descap Securities April 2009 - February 2010
UBS October 2003 - January 2009
National Hockey League June 2002 - September 2002
Education
Fairfield University 1999 — 2003
Business
Danville Wings 1998 — 1999
Danville, IL, North American Hockey League
Bridgewater Bandits 1996 — 1998
Bridgewater, MA, Eastern Junior Hockey League
Catholic Memorial High School 1992 — 1996
College Prep
Guggenheim Securities December 2011 - Present
MF Global September 2011 - November 2011
Auriga USA, LLC February 2010 - July 2011
Descap Securities April 2009 - February 2010
UBS October 2003 - January 2009
National Hockey League June 2002 - September 2002
Education
Fairfield University 1999 — 2003
Business
Danville Wings 1998 — 1999
Danville, IL, North American Hockey League
Bridgewater Bandits 1996 — 1998
Bridgewater, MA, Eastern Junior Hockey League
Catholic Memorial High School 1992 — 1996
College Prep
Madhuri Kaluvakolanu's UBS Experience September 2012 - February 2013
Job Senior UI developer
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation /Omgeo March 2014 - Present
Prudential Financial January 2014 - February 2014
J.P. Morgan July 2013 - November 2013
Verisk Analytics March 2013 - June 2013
UBS September 2012 - February 2013
Cablevision July 2011 - October 2012
Hertz January 2011 - June 2011
Sentry Insurance September 2010 - November 2010
Holland America Line January 2010 - July 2010
AT&T October 2008 - October 2009
Skills
Java, Java Enterprise Edition, Spring, JSP, Hibernate, SQL, Software Project..., JavaScript, Web Applications, MySQL, jQuery, HTML, CSS, JIRA, Software Development, Subversion, AJAX, SOAP, UML, SDLC, Front-end, Scrum, Websphere, Eclipse, Web Services, Agile Methodologies, Tomcat, Struts, Weblogic, Spring Framework
Education
Fairleigh Dickinson University 2005 — 2007
Master of Science (MS), Computer Science, 3.7
The Depository Trust & Clearing Corporation /Omgeo March 2014 - Present
Prudential Financial January 2014 - February 2014
J.P. Morgan July 2013 - November 2013
Verisk Analytics March 2013 - June 2013
UBS September 2012 - February 2013
Cablevision July 2011 - October 2012
Hertz January 2011 - June 2011
Sentry Insurance September 2010 - November 2010
Holland America Line January 2010 - July 2010
AT&T October 2008 - October 2009
Skills
Java, Java Enterprise Edition, Spring, JSP, Hibernate, SQL, Software Project..., JavaScript, Web Applications, MySQL, jQuery, HTML, CSS, JIRA, Software Development, Subversion, AJAX, SOAP, UML, SDLC, Front-end, Scrum, Websphere, Eclipse, Web Services, Agile Methodologies, Tomcat, Struts, Weblogic, Spring Framework
Education
Fairleigh Dickinson University 2005 — 2007
Master of Science (MS), Computer Science, 3.7
Alexander Dean's UBS Experience March 2007 - October 2008
Job Staff accountant
Industry Entertainment
Experience
NeuLion Inc June 2014 - Present
CBS Radio December 2012 - June 2014
NorthBenson Management November 2008 - September 2011
UBS March 2007 - October 2008
CAP Advisors LLC November 2005 - October 2006
First Investors Corp September 2004 - December 2004
Skills
Accounting, Analysis, Finance, PowerPoint, Access, Microsoft Excel, Forecasting, Variance Analysis, Account Reconciliation, Financial Statements, Journal Entries, Social Media
Education
Fairfield University 2011 — 2012
Bachelor's degree, Accounting
Fairfield University 2005 — 2007
Bachelor of Science, Finance
Fairfield University
Master of Science, Finance
NeuLion Inc June 2014 - Present
CBS Radio December 2012 - June 2014
NorthBenson Management November 2008 - September 2011
UBS March 2007 - October 2008
CAP Advisors LLC November 2005 - October 2006
First Investors Corp September 2004 - December 2004
Skills
Accounting, Analysis, Finance, PowerPoint, Access, Microsoft Excel, Forecasting, Variance Analysis, Account Reconciliation, Financial Statements, Journal Entries, Social Media
Education
Fairfield University 2011 — 2012
Bachelor's degree, Accounting
Fairfield University 2005 — 2007
Bachelor of Science, Finance
Fairfield University
Master of Science, Finance
Cecilia Lin's UBS Experience 2006 - 2009
Job PMP Certified Information Technology and Business Professional with extensive financial service industry experience
Industry Financial Services
Experience
FIS Global February 2014 - Present
JPMorgan Chase February 2011 - February 2014
Independent 2009 - 2010
UBS 2006 - 2009
B-TRADE SERVICES 2000 - 2005
CREDIT SUISSE FIRST BOSTON 1999 - 2000
BANKERS TRUST 1998 - 1999
Skills
PMO, Business Analysis, Program Management, Project Management, Management, Consulting, SDLC, Vendor Management, Risk Management, Project Portfolio..., Portfolio Management, IT Strategy, Financial Services, Project Delivery, PMP, Governance, Business Transformation, Business Process..., Stakeholder Management, Software Project..., Outsourcing
Education
Fairleigh Dickinson University
Masters
Long Island University
MBA
FIS Global February 2014 - Present
JPMorgan Chase February 2011 - February 2014
Independent 2009 - 2010
UBS 2006 - 2009
B-TRADE SERVICES 2000 - 2005
CREDIT SUISSE FIRST BOSTON 1999 - 2000
BANKERS TRUST 1998 - 1999
Skills
PMO, Business Analysis, Program Management, Project Management, Management, Consulting, SDLC, Vendor Management, Risk Management, Project Portfolio..., Portfolio Management, IT Strategy, Financial Services, Project Delivery, PMP, Governance, Business Transformation, Business Process..., Stakeholder Management, Software Project..., Outsourcing
Education
Fairleigh Dickinson University
Masters
Long Island University
MBA
Anthony Gallo's UBS Experience May 2014 - Present
Job UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2014 - Present
Merrill Lynch January 2011 - April 2014
Deloitte January 2009 - January 2011
Avis Budget Group 2006 - 2008
Education
Fairleigh Dickinson University 2004 — 2008
Bachelors, Accounting
UBS May 2014 - Present
Merrill Lynch January 2011 - April 2014
Deloitte January 2009 - January 2011
Avis Budget Group 2006 - 2008
Education
Fairleigh Dickinson University 2004 — 2008
Bachelors, Accounting
Darlynne Patrignelli's UBS Experience October 2014 - Present
Job AML Financial Crime M&S Analyst at UBS
Industry Investment Banking
Experience
UBS October 2014 - Present
UBS December 2012 - October 2014
UBS Investment Bank June 2011 - December 2012
UBS Investment Bank 2006 - 2011
Purdue Pharma 2000 - 2005
Oak Investment Partners 1999 - 2000
Strike Ten Entertainment 1997 - 1999
Reach Marketing 1990 - 1997
Skills
Marketing, Training, Securities, Management, Financial Risk, SharePoint, Investments, AML, Portfolio Management, Telecommunications, FINRA, Strategic Planning, Leadership, Hedge Funds, Editing, Banking, Capital Markets, Administration, Due Diligence, Fixed Income, Anti Money Laundering
Education
Fairfield University
BA, Business, Communication and Ethics
UBS October 2014 - Present
UBS December 2012 - October 2014
UBS Investment Bank June 2011 - December 2012
UBS Investment Bank 2006 - 2011
Purdue Pharma 2000 - 2005
Oak Investment Partners 1999 - 2000
Strike Ten Entertainment 1997 - 1999
Reach Marketing 1990 - 1997
Skills
Marketing, Training, Securities, Management, Financial Risk, SharePoint, Investments, AML, Portfolio Management, Telecommunications, FINRA, Strategic Planning, Leadership, Hedge Funds, Editing, Banking, Capital Markets, Administration, Due Diligence, Fixed Income, Anti Money Laundering
Education
Fairfield University
BA, Business, Communication and Ethics
Robert Krause's UBS Experience August 1999 - January 2002
Job Store Manager at Barnes & Noble
Industry Retail
Experience
Barnes & Noble February 2012 - Present
Toys R Us February 2010 - February 2012
Toys R Us September 2008 - February 2010
Target June 2007 - September 2008
Target March 2006 - June 2007
Target April 2005 - March 2006
Target October 2004 - April 2005
Lenscrafters June 2002 - October 2004
UBS August 1999 - January 2002
Merrill Lynch June 1994 - August 1999
Skills
Store Management, Retail, Merchandising, Loss Prevention, Inventory Management, Inventory Control, Visual Merchandising, Big Box, Profit, Driving Results, Multi-unit, Store Operations, Income Statement, Succession Planning, Multi-Unit Management, Employee Relations, Customer Service, Performance Management, Team Building, Recruiting
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1992
B.S., Finance Minor: Political Science
Essex County College 2002 — 2004
A.A.S., Ophthalmic Science
Barnes & Noble February 2012 - Present
Toys R Us February 2010 - February 2012
Toys R Us September 2008 - February 2010
Target June 2007 - September 2008
Target March 2006 - June 2007
Target April 2005 - March 2006
Target October 2004 - April 2005
Lenscrafters June 2002 - October 2004
UBS August 1999 - January 2002
Merrill Lynch June 1994 - August 1999
Skills
Store Management, Retail, Merchandising, Loss Prevention, Inventory Management, Inventory Control, Visual Merchandising, Big Box, Profit, Driving Results, Multi-unit, Store Operations, Income Statement, Succession Planning, Multi-Unit Management, Employee Relations, Customer Service, Performance Management, Team Building, Recruiting
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1992
B.S., Finance Minor: Political Science
Essex County College 2002 — 2004
A.A.S., Ophthalmic Science
Bjorn Davis's UBS Experience May 2006 - December 2010
Job Chief Compliance Officer at K2 Advisors
Industry Financial Services
Experience
K2 Advisors 2011 - Present
UBS May 2006 - December 2010
Ernst & Young April 2004 - May 2006
Commonfund January 1998 - April 2004
PricewaterhouseCoopers April 1994 - December 1997
Skills
Auditing, Financial Services, Private Equity, Hedge Funds, Management Consulting, Mutual Funds, Risk Management, Series 7, Internal Audit, Funding, Equities
Education
Fairfield University 1999 — 2001
MBA, Finance
Ground Supply
University of New Hampshire -- Peter T. Paul College of Business and Economics
K2 Advisors 2011 - Present
UBS May 2006 - December 2010
Ernst & Young April 2004 - May 2006
Commonfund January 1998 - April 2004
PricewaterhouseCoopers April 1994 - December 1997
Skills
Auditing, Financial Services, Private Equity, Hedge Funds, Management Consulting, Mutual Funds, Risk Management, Series 7, Internal Audit, Funding, Equities
Education
Fairfield University 1999 — 2001
MBA, Finance
Ground Supply
University of New Hampshire -- Peter T. Paul College of Business and Economics
Adam Speck's UBS Experience January 2001 - April 2003
Job Analyst, Commodity Risk, Data Analytics at Centralized Supply Chain Services, LLC
Industry Logistics and Supply Chain
Experience
Centralized Supply Chain Services, LLC March 2015 - Present
Liberty Tax Service October 2003 - Present
UMKC October 2008 - October 2010
UBS January 2001 - April 2003
Compass Technology May 1999 - January 2001
Skills
Leadership, Analysis, Organizational..., Economics, Financial Analysis, Forecasting, Strategy, Commodity Risk..., Finance, Strategic Planning, Risk Modeling, Commodity Forecasting, Data Analysis, Supply Chain Management, Investment Management, Financial Modeling, Business Management, Market Research, Public Speaking, Income Tax Preparation, Portfolio Management, Equities, Personal Income Tax..., Team Building
Education
Regent University 1999 — 2001
MBA, Finance
Evangel University 1996 — 1999
Bachelor’s Degree, Business Administration and Management, General
Centralized Supply Chain Services, LLC March 2015 - Present
Liberty Tax Service October 2003 - Present
UMKC October 2008 - October 2010
UBS January 2001 - April 2003
Compass Technology May 1999 - January 2001
Skills
Leadership, Analysis, Organizational..., Economics, Financial Analysis, Forecasting, Strategy, Commodity Risk..., Finance, Strategic Planning, Risk Modeling, Commodity Forecasting, Data Analysis, Supply Chain Management, Investment Management, Financial Modeling, Business Management, Market Research, Public Speaking, Income Tax Preparation, Portfolio Management, Equities, Personal Income Tax..., Team Building
Education
Regent University 1999 — 2001
MBA, Finance
Evangel University 1996 — 1999
Bachelor’s Degree, Business Administration and Management, General
Edwin Meyer's UBS Experience May 2011 - August 2013
Job Director of Finance at Goodwin College
Industry Accounting
Experience
Goodwin College August 2013 - Present
UBS May 2011 - August 2013
PricewaterhouseCoopers September 2007 - May 2011
Education
Fairfield University 2002 — 2007
BA, MS, Accounting, Economics
Goodwin College August 2013 - Present
UBS May 2011 - August 2013
PricewaterhouseCoopers September 2007 - May 2011
Education
Fairfield University 2002 — 2007
BA, MS, Accounting, Economics
Kyle Lustenberger's UBS Experience August 2015 - Present
Job UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Morgan Stanley Investment Management June 2014 - July 2015
Morgan Stanley Wealth Management August 2012 - May 2014
Morgan Stanley Wealth Management August 2010 - August 2012
Skills
Series 7, Series 63, Credit, Fixed Income, Bloomberg, Securities, Bonds, Bloomberg Terminal, Mutual Funds, Asset Management, Asset Allocation, Investment Strategies, Investment Management, Alternative Investments, Equities, Investments, Wealth Management, Hedge Funds, Capital Markets
Education
Fairfield University 2006 — 2010
BS, Finance
UBS August 2015 - Present
Morgan Stanley Investment Management June 2014 - July 2015
Morgan Stanley Wealth Management August 2012 - May 2014
Morgan Stanley Wealth Management August 2010 - August 2012
Skills
Series 7, Series 63, Credit, Fixed Income, Bloomberg, Securities, Bonds, Bloomberg Terminal, Mutual Funds, Asset Management, Asset Allocation, Investment Strategies, Investment Management, Alternative Investments, Equities, Investments, Wealth Management, Hedge Funds, Capital Markets
Education
Fairfield University 2006 — 2010
BS, Finance
John Vinciguerra's UBS Experience September 2001 - March 2005
Job Senior Business Analyst at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's September 2014 - Present
Morgan Stanley Wealth Management December 2013 - August 2014
Pershing, a BNY Mellon company April 2012 - October 2013
Standard & Poor's October 2010 - January 2012
Smith Barney Citigroup January 2008 - November 2010
Nomura Securities August 2006 - December 2007
Bank of America September 2003 - August 2006
UBS September 2001 - March 2005
Skills
Securities, Market Data, Capital Markets, Asset Managment, Portfolio Management, Asset Management, Fixed Income, Wealth Management, Equities, SDLC, Investment Banking, Financial Services, Trading, Hedge Funds, Finance, Risk Management, Mutual Funds, Bloomberg, Trading Systems, Financial Markets, Settlement, Back Office, Options, Electronic Trading, Derivatives
Education
Fairfield University 1974 — 1978
BS, Finance
Standard & Poor's September 2014 - Present
Morgan Stanley Wealth Management December 2013 - August 2014
Pershing, a BNY Mellon company April 2012 - October 2013
Standard & Poor's October 2010 - January 2012
Smith Barney Citigroup January 2008 - November 2010
Nomura Securities August 2006 - December 2007
Bank of America September 2003 - August 2006
UBS September 2001 - March 2005
Skills
Securities, Market Data, Capital Markets, Asset Managment, Portfolio Management, Asset Management, Fixed Income, Wealth Management, Equities, SDLC, Investment Banking, Financial Services, Trading, Hedge Funds, Finance, Risk Management, Mutual Funds, Bloomberg, Trading Systems, Financial Markets, Settlement, Back Office, Options, Electronic Trading, Derivatives
Education
Fairfield University 1974 — 1978
BS, Finance
Vanessa Caero's UBS Experience June 2005 - August 2005
Job MBA Graduate (expected Dec '15) with a strong Data Warehousing background
Industry Information Technology and Services
Experience
UPS September 2007 - September 2014
SKIDATA AG October 2006 - September 2007
UBS June 2005 - August 2005
Skills
Data Analysis
Education
Universidad Complutense de Madrid 2014 — 2015
Master of Business Administration (M.B.A.), MBA
New Jersey Institute of Technology 2004 — 2006
Bachelor of Science (B.S.), Computer Engineering
Essex County College 2002 — 2003
Associate's degree, Engineering
UPS September 2007 - September 2014
SKIDATA AG October 2006 - September 2007
UBS June 2005 - August 2005
Skills
Data Analysis
Education
Universidad Complutense de Madrid 2014 — 2015
Master of Business Administration (M.B.A.), MBA
New Jersey Institute of Technology 2004 — 2006
Bachelor of Science (B.S.), Computer Engineering
Essex County College 2002 — 2003
Associate's degree, Engineering
Cezar Muzones, PMP, MBA's UBS Experience April 2012 - November 2012
Job ResultsOriented IT Leader and Project Manager
Industry Financial Services
Experience
Express Scripts April 2013 - Present
UBS April 2012 - November 2012
UBS January 2009 - April 2012
UBS May 2005 - December 2008
UBS May 2001 - May 2005
UBS January 1999 - May 2001
UBS August 1995 - December 1998
UPS April 1990 - August 1995
Skills
Trading Systems, Fixed Income, Intertest, SDLC, Equities, Back Office, Business Requirements, Portfolio Management, Offshoring, WebSphere MQ, Operational Risk..., Wealth Management, Series 7, Financial Services, CICS, PMP, Six Sigma, Microsoft Excel, Mainframe, PowerPoint, MS Project, Project Management, Microsoft Word, Outlook, Software Documentation, DB2, CRM, Databases, Visio, Microsoft Project, Securities, COBOL, Quality Assurance, Asset Management, Management, Vendor Management, Capital Markets, Business Analysis, Testing, Requirements Analysis, Risk Management
Education
Fairleigh Dickinson University
MBA, Management Information Systems
New Jersey City University
BS, Computer Science
Express Scripts April 2013 - Present
UBS April 2012 - November 2012
UBS January 2009 - April 2012
UBS May 2005 - December 2008
UBS May 2001 - May 2005
UBS January 1999 - May 2001
UBS August 1995 - December 1998
UPS April 1990 - August 1995
Skills
Trading Systems, Fixed Income, Intertest, SDLC, Equities, Back Office, Business Requirements, Portfolio Management, Offshoring, WebSphere MQ, Operational Risk..., Wealth Management, Series 7, Financial Services, CICS, PMP, Six Sigma, Microsoft Excel, Mainframe, PowerPoint, MS Project, Project Management, Microsoft Word, Outlook, Software Documentation, DB2, CRM, Databases, Visio, Microsoft Project, Securities, COBOL, Quality Assurance, Asset Management, Management, Vendor Management, Capital Markets, Business Analysis, Testing, Requirements Analysis, Risk Management
Education
Fairleigh Dickinson University
MBA, Management Information Systems
New Jersey City University
BS, Computer Science
Kimberly Keeping's UBS Experience September 2010 - December 2011
Job Business Owner & Principal at AKK Enterprises LLC
Industry Financial Services
Experience
AKK Enterprises LLC January 2012 - Present
UBS September 2010 - December 2011
Westport Resources Investment Services, Inc. November 2007 - May 2010
Decision Processes International May 2000 - October 2007
Skills
Series 7, Series 66, Producer's Insurance..., Insurance Planning, Financial Planning, Wealth Management, Uniform Combined State..., Strategic Financial..., Financial Planners, Management, Strategic Planning, Team Building, Leadership, Investments, Finance, Business Planning, Management Consulting, Marketing Strategy, Portfolio Management
Education
Fairfield University
B.S. Finance, Finance
Fairfield University
CFP Required Courses
AKK Enterprises LLC January 2012 - Present
UBS September 2010 - December 2011
Westport Resources Investment Services, Inc. November 2007 - May 2010
Decision Processes International May 2000 - October 2007
Skills
Series 7, Series 66, Producer's Insurance..., Insurance Planning, Financial Planning, Wealth Management, Uniform Combined State..., Strategic Financial..., Financial Planners, Management, Strategic Planning, Team Building, Leadership, Investments, Finance, Business Planning, Management Consulting, Marketing Strategy, Portfolio Management
Education
Fairfield University
B.S. Finance, Finance
Fairfield University
CFP Required Courses
Joseph Caggiano's UBS Experience March 2000 - June 2011
Job Sr. Programmer at UPS
Industry Information Technology and Services
Experience
UPS November 2011 - Present
UBS March 2000 - June 2011
Skills
XML, Databases, Software Development, JSP, Servlets
Education
Fairleigh Dickinson University 1995 — 2000
BS, Mathematics
UPS November 2011 - Present
UBS March 2000 - June 2011
Skills
XML, Databases, Software Development, JSP, Servlets
Education
Fairleigh Dickinson University 1995 — 2000
BS, Mathematics
Paul Timothy Rich's UBS Experience November 2013 - Present
Job Experienced Middle Office Professional
Industry Financial Services
Experience
UBS November 2013 - Present
Bridgewater Associates March 2012 - November 2013
UBS Investment Bank 2008 - 2011
Skills
Equities, Options, Fixed Income, Collateral, Settlement, Confirmation, Operational Risk, Bloomberg
Education
Fairfield University 2004 — 2008
Bachelor of Arts, Politics, Economics
Cheverus
UBS November 2013 - Present
Bridgewater Associates March 2012 - November 2013
UBS Investment Bank 2008 - 2011
Skills
Equities, Options, Fixed Income, Collateral, Settlement, Confirmation, Operational Risk, Bloomberg
Education
Fairfield University 2004 — 2008
Bachelor of Arts, Politics, Economics
Cheverus
Craig Adamik's UBS Experience March 2007 - March 2013
Job Tax Analyst at UBS
Industry Financial Services
Experience
UBS March 2007 - March 2013
Agere Sytems Inc March 2001 - February 2007
Lucent Technologies Inc October 1996 - February 2001
Skills
Oracle Applications, SAP, Corptax, Corporate Tax, OneSource, RIA, CCH, BNA
Education
Fairleigh Dickinson University
Master's degree, Taxation
Montclair State University
Bachelor's degree, Accounting
UBS March 2007 - March 2013
Agere Sytems Inc March 2001 - February 2007
Lucent Technologies Inc October 1996 - February 2001
Skills
Oracle Applications, SAP, Corptax, Corporate Tax, OneSource, RIA, CCH, BNA
Education
Fairleigh Dickinson University
Master's degree, Taxation
Montclair State University
Bachelor's degree, Accounting
Andrew Patashnick's UBS Experience July 2007 - Present
Job Muni sales at UBS
Industry Financial Services
Experience
UBS July 2007 - Present
Skills
Series 7, Wealth Management, Equities, Fixed Income, Investments, Mutual Funds, Bloomberg, Series 63, Series 65, Alternative Investments, Bonds, FINRA, Hedge Funds, Securities
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2014
Master of Business Administration (MBA), Finance, General. Management
Fairfield University 2003 — 2007
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
UBS July 2007 - Present
Skills
Series 7, Wealth Management, Equities, Fixed Income, Investments, Mutual Funds, Bloomberg, Series 63, Series 65, Alternative Investments, Bonds, FINRA, Hedge Funds, Securities
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2014
Master of Business Administration (MBA), Finance, General. Management
Fairfield University 2003 — 2007
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Michael Tom's UBS Experience May 2013 - September 2014
Job Finance Professional
Industry Financial Services
Experience
UBS May 2013 - September 2014
UBS November 2011 - December 2012
UBS July 2010 - November 2011
Livingston Public Schools September 2009 - June 2010
UBS June 2008 - August 2008
LGI Network June 2005 - August 2007
Education
Fairfield University 2005 — 2009
Bachelor of Science (BS), Finance
Livingston High School
UBS May 2013 - September 2014
UBS November 2011 - December 2012
UBS July 2010 - November 2011
Livingston Public Schools September 2009 - June 2010
UBS June 2008 - August 2008
LGI Network June 2005 - August 2007
Education
Fairfield University 2005 — 2009
Bachelor of Science (BS), Finance
Livingston High School
Brian Hull's UBS Experience May 2015 - Present
Job Head of the Client Advisory Group; Vice Chairman UBS Americas at UBS
Industry Financial Services
Experience
UBS May 2015 - Present
UBS November 2009 - Present
Education
Chaminade High School
Fairfield University
Bachelor of Science (B.S.), Accounting
UBS May 2015 - Present
UBS November 2009 - Present
Education
Chaminade High School
Fairfield University
Bachelor of Science (B.S.), Accounting
Beth Barrett D'Auria's UBS Experience May 2014 - Present
Job FBEPS Progam Governance Team Lead at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
UBS Investment Bank May 2006 - May 2014
UBS Investment Bank March 1995 - May 2006
Chatham Consulting Group December 1985 - March 1995
Skills
Investment Banking, Fixed Income, Equities, Capital Markets, Hedge Funds, FX Options, Project Management, Global Business..., Operational Risk..., Internal Controls
Education
Fairfield University
Bachelor of Science (B.S.)
UBS May 2014 - Present
UBS Investment Bank May 2006 - May 2014
UBS Investment Bank March 1995 - May 2006
Chatham Consulting Group December 1985 - March 1995
Skills
Investment Banking, Fixed Income, Equities, Capital Markets, Hedge Funds, FX Options, Project Management, Global Business..., Operational Risk..., Internal Controls
Education
Fairfield University
Bachelor of Science (B.S.)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.