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,
UBS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
UBS Salaries. You can even request information on how much does UBS pay if you want to. Learn about salaries, pros and cons of working for UBS directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
11,700 UBS employees in database. Find out everything there's to know about UBS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Employees
Employee
Years
Job
Industry
John A. Nicolosi, CIMA,AIF John A. Nicolosi, CIMA,AIF's UBS Experience July 1998 - July 2006
Job CoManaging Partner at Private Asset Management Group Financial Advisor for CEO's, Executives & High Net Worth families
Industry Financial Services
Experience
Private Asset Management Group, LLC July 2006 - Present
UBS July 1998 - July 2006
Skills
Corporate and Executive..., Asset Management, Retirement Planning, Estate Planning, Trust Services
Education
University of California, Berkeley 2005 — 2005
IMCA Certified Investment Management Analyst Program, Executive Development
Florida State University 1988 — 1992
Bachelor of Science in Multinational Business, Macro Global Economics
Private Asset Management Group, LLC July 2006 - Present
UBS July 1998 - July 2006
Skills
Corporate and Executive..., Asset Management, Retirement Planning, Estate Planning, Trust Services
Education
University of California, Berkeley 2005 — 2005
IMCA Certified Investment Management Analyst Program, Executive Development
Florida State University 1988 — 1992
Bachelor of Science in Multinational Business, Macro Global Economics
Jami Frazier Jami Frazier's UBS Experience March 2015 - Present
Job IT Securities Analyst FICC Apps Management at UBS
Industry Information Technology and Services
Experience
UBS March 2015 - Present
Southwestern Advantage August 2013 - February 2015
TEKsystems January 2012 - January 2014
Pillsbury Winthrop Shaw Pittman July 2012 - July 2013
Priority Computer & Networking February 2011 - February 2012
Priority Computer & Networking July 2010 - February 2011
Creative Computer Solutions November 2009 - December 2010
Nashville SEO Solutions January 2010 - November 2010
Mattco Contractors LLC January 2006 - January 2008
Skills
Citrix, Servers, VPN, Troubleshooting, Active Directory, Operating Systems, BMC Remedy, Microsoft Exchange, Technical Support, RDP, Project Management, Network troubleshooting, RSA Ace Server, Supermicro Server..., Help Desk Support, Legal Support Services, Cisco VoIP, Java, Print Servers, Cisco Call Manager, Unix, ION Marketview, Fixed Income Technology, ITIL
Education
Florida State University
GoldCoastRealEstateSchool 2004 — 2004
Florida Real Estate License, Real Estate Law & Ethics
UBS March 2015 - Present
Southwestern Advantage August 2013 - February 2015
TEKsystems January 2012 - January 2014
Pillsbury Winthrop Shaw Pittman July 2012 - July 2013
Priority Computer & Networking February 2011 - February 2012
Priority Computer & Networking July 2010 - February 2011
Creative Computer Solutions November 2009 - December 2010
Nashville SEO Solutions January 2010 - November 2010
Mattco Contractors LLC January 2006 - January 2008
Skills
Citrix, Servers, VPN, Troubleshooting, Active Directory, Operating Systems, BMC Remedy, Microsoft Exchange, Technical Support, RDP, Project Management, Network troubleshooting, RSA Ace Server, Supermicro Server..., Help Desk Support, Legal Support Services, Cisco VoIP, Java, Print Servers, Cisco Call Manager, Unix, ION Marketview, Fixed Income Technology, ITIL
Education
Florida State University
GoldCoastRealEstateSchool 2004 — 2004
Florida Real Estate License, Real Estate Law & Ethics
Jacob Strait's UBS Experience February 2015 - Present
Job Data & Document Specialist at UBS
Industry Legal Services
Experience
UBS February 2015 - Present
Hooper Zinn & McNamee, PLLC December 2013 - January 2015
Alabama Court of Criminal Appeals January 2013 - April 2013
Alabama Court of Criminal Appeals July 2012 - August 2012
Tennessee Attorney General's Office May 2012 - June 2012
Skills
Legal Writing, Microsoft Office, Westlaw, Estate Planning, Legal Issues, Motions, Estate Administration, Research, Public Speaking, LexisNexis
Education
Faulkner University 2010 — 2013
Doctor of Law (JD)
Middle Tennessee State University 2006 — 2010
Bachelor of Science (BS), Political Science
UBS February 2015 - Present
Hooper Zinn & McNamee, PLLC December 2013 - January 2015
Alabama Court of Criminal Appeals January 2013 - April 2013
Alabama Court of Criminal Appeals July 2012 - August 2012
Tennessee Attorney General's Office May 2012 - June 2012
Skills
Legal Writing, Microsoft Office, Westlaw, Estate Planning, Legal Issues, Motions, Estate Administration, Research, Public Speaking, LexisNexis
Education
Faulkner University 2010 — 2013
Doctor of Law (JD)
Middle Tennessee State University 2006 — 2010
Bachelor of Science (BS), Political Science
Colin J. Hickey, CAIA's UBS Experience June 2010 - August 2010
Job Partner & Senior Investment Analyst at AM Global Family Investment Office
Industry Investment Management
Experience
AM Global Family Investment Office May 2012 - Present
UBS June 2010 - August 2010
Skills
Valuation, Bloomberg, Investments, Asset Allocation, Data Analysis, Research, Due Diligence, Macroeconomics, Financial Modeling
Education
Florida State University - College of Business 2011 — 2012
Master of Science (M.S.), Finance
Florida State University - College of Business 2008 — 2011
Bachelor of Science (B.S.), Finance; Minor - Economics
United States Coast Guard Merchant Mariner License 2008 — 2008
Benjamin
Sea School
AM Global Family Investment Office May 2012 - Present
UBS June 2010 - August 2010
Skills
Valuation, Bloomberg, Investments, Asset Allocation, Data Analysis, Research, Due Diligence, Macroeconomics, Financial Modeling
Education
Florida State University - College of Business 2011 — 2012
Master of Science (M.S.), Finance
Florida State University - College of Business 2008 — 2011
Bachelor of Science (B.S.), Finance; Minor - Economics
United States Coast Guard Merchant Mariner License 2008 — 2008
Benjamin
Sea School
Rob Brandt Rob Brandt's UBS Experience June 2008 - August 2008
Job District Manager at Vivint.
Industry Consumer Goods
Experience
Vivint Field Sales ManagerVector MarketingJanuary 2009 - April 2014
UBS June 2008 - August 2008
Education
Fairleigh Dickinson University 2008 — 2012
Bachelor, Finance
Vivint Field Sales ManagerVector MarketingJanuary 2009 - April 2014
UBS June 2008 - August 2008
Education
Fairleigh Dickinson University 2008 — 2012
Bachelor, Finance
Nathan Adams, CWS®'s UBS Experience 2010 - 2010
Job Assistant Vice President at Ingram Financial Group
Industry Financial Services
Experience
Ingram Financial Group January 2013 - Present
Investors Capital January 2013 - Present
Waddell & Reed January 2011 - December 2012
UBS 2010 - 2010
Skills
Series 7, Investments, Asset Allocation, Retirement Planning, Portfolio Management, Mutual Funds, Microsoft Excel, Strategic Financial..., Investment Strategies, Retirement, Finance, Insurance, Financial Analysis, Wealth Management, Visionary, Risk Management, Friendly Personality, Fixed Annuities, Long-term Care, Series 66, Securities, Wealth, Financial Services, Wealth Management..., Series 63, FINRA, Life Insurance, Asset Management, Term Life Insurance, IRAs, Investment Advisory, Uniform Combined State..., Financial Planning, Financial Advisory
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Lake Region High School 2004 — 2007
Ingram Financial Group January 2013 - Present
Investors Capital January 2013 - Present
Waddell & Reed January 2011 - December 2012
UBS 2010 - 2010
Skills
Series 7, Investments, Asset Allocation, Retirement Planning, Portfolio Management, Mutual Funds, Microsoft Excel, Strategic Financial..., Investment Strategies, Retirement, Finance, Insurance, Financial Analysis, Wealth Management, Visionary, Risk Management, Friendly Personality, Fixed Annuities, Long-term Care, Series 66, Securities, Wealth, Financial Services, Wealth Management..., Series 63, FINRA, Life Insurance, Asset Management, Term Life Insurance, IRAs, Investment Advisory, Uniform Combined State..., Financial Planning, Financial Advisory
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Lake Region High School 2004 — 2007
Joel Reitzes's UBS Experience June 2014 - Present
Job Field Engagement Specialist at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
Morgan Stanley Wealth Management August 2006 - May 2014
Skills
Marketing, Communicaitons, Advertising, Series 7, Series 24, Script-writing, Adobe, InDesign, Illustrator, Photoshop, Microsoft Office, Dreamweaver, Mutual Funds, Budgets, Program Management
Education
Florida State University 2001 — 2005
Bachelor of Arts (B.A.), Mass Communication/Media Studies
UBS June 2014 - Present
Morgan Stanley Wealth Management August 2006 - May 2014
Skills
Marketing, Communicaitons, Advertising, Series 7, Series 24, Script-writing, Adobe, InDesign, Illustrator, Photoshop, Microsoft Office, Dreamweaver, Mutual Funds, Budgets, Program Management
Education
Florida State University 2001 — 2005
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Theodore Langan Theodore Langan's UBS Experience October 2007 - February 2008
Job
Industry Information Technology and Services
Experience
Mediatranslations May 2011 - April 2012
EEOC November 2010 - April 2011
Beijing Global Law Office December 2010 - January 2011
Tulane-Humboldt Summer School for ADR August 2010 - August 2010
One Earth Future Foundation May 2010 - July 2010
New Orleans Legal Assistance January 2009 - May 2009
Credit Suisse February 2008 - June 2008
UBS October 2007 - February 2008
Morgan Stanley July 2000 - August 2006
Skills
Negotiation, Project Management, Project Coordination, Problem Analysis, Problem Solving, Building Relationships, Technical Staff..., Business Continuity..., Fixing Things, Business Analysis, Organizational Structure, Project Planning, IT Infrastructure..., Data Center, Dispute Resolution, Mediation, International..., IT Management, English, Infrastructure, IT Service Management, Procurement, Vendor Management
Education
Tulane University Law School 2008 — 2011
JD
Fordham Gabelli School of Business 2002 — 2004
MBA
Loyola University New Orleans 1995 — 1999
BBA
Louisiana School for Math, Science, & the Arts 1993 — 1995
H.S. Diploma
Mediatranslations May 2011 - April 2012
EEOC November 2010 - April 2011
Beijing Global Law Office December 2010 - January 2011
Tulane-Humboldt Summer School for ADR August 2010 - August 2010
One Earth Future Foundation May 2010 - July 2010
New Orleans Legal Assistance January 2009 - May 2009
Credit Suisse February 2008 - June 2008
UBS October 2007 - February 2008
Morgan Stanley July 2000 - August 2006
Skills
Negotiation, Project Management, Project Coordination, Problem Analysis, Problem Solving, Building Relationships, Technical Staff..., Business Continuity..., Fixing Things, Business Analysis, Organizational Structure, Project Planning, IT Infrastructure..., Data Center, Dispute Resolution, Mediation, International..., IT Management, English, Infrastructure, IT Service Management, Procurement, Vendor Management
Education
Tulane University Law School 2008 — 2011
JD
Fordham Gabelli School of Business 2002 — 2004
MBA
Loyola University New Orleans 1995 — 1999
BBA
Louisiana School for Math, Science, & the Arts 1993 — 1995
H.S. Diploma
Justin Warzala's UBS Experience January 2014 - April 2015
Job Client Service Associate at UBS
Industry Investment Banking
Experience
UBS January 2014 - April 2015
Sigma Phi Epsilon January 2013 - December 2013
Velocity Community Credit Union May 2012 - December 2013
Education
Florida Gulf Coast University 2011 — 2015
Bachelor of Science (B.S.)
UBS January 2014 - April 2015
Sigma Phi Epsilon January 2013 - December 2013
Velocity Community Credit Union May 2012 - December 2013
Education
Florida Gulf Coast University 2011 — 2015
Bachelor of Science (B.S.)
JUSTIN R. APAKIAN's UBS Experience January 2002 - January 2004
Job INVESTMENT ADVISOR REP at National Asset Management
Industry Financial Services
Experience
National Asset Management January 2008 - Present
Wells Fargo Advisors January 2004 - January 2008
UBS January 2002 - January 2004
Skills
Strategic Financial..., Mutual Funds,..., Annuity Sales, Estate Planning, Equity Trading, IRAs, Mutual Funds, 401k Rollovers, Bond Markets, Life Insurance, Series 7, Finance, Series 65, Series 63, Retirement Planning, Financial Planning
Education
Nova Southeastern University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Florida State University 1997 — 2001
BACHELOR'S OF SCIENCE, Finance, General
National Asset Management January 2008 - Present
Wells Fargo Advisors January 2004 - January 2008
UBS January 2002 - January 2004
Skills
Strategic Financial..., Mutual Funds,..., Annuity Sales, Estate Planning, Equity Trading, IRAs, Mutual Funds, 401k Rollovers, Bond Markets, Life Insurance, Series 7, Finance, Series 65, Series 63, Retirement Planning, Financial Planning
Education
Nova Southeastern University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Florida State University 1997 — 2001
BACHELOR'S OF SCIENCE, Finance, General
Jorge L. Sáder Jorge L. Sáder's UBS Experience August 2004 - June 2005
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
Keller Williams May 2012 - December 2014
Areté Spa January 2010 - May 2012
Self Employed & Freelancers January 2007 - November 2008
Unión Radio March 2006 - November 2006
Inversora La Castellana August 2005 - February 2006
UBS August 2004 - June 2005
Skills
Wealth Preservation, Retirement Planning, Buy-sell Agreements, Exit Strategies, Estate Planning, Business Planning, Management, Strategy, Business Strategy, Strategic Planning, Public Speaking, Entrepreneurship, New Business Development, Spanish, Business Succession..., Analysis, Sales, Negotiation
Education
IE (Instituto de Empresa) 2008 — 2009
IMBA, Business Administration and Management, General
Florida International University 2001 — 2004
Bachellor, Finance & Management Information System
New York Life Insurance Company December 2014 - Present
Keller Williams May 2012 - December 2014
Areté Spa January 2010 - May 2012
Self Employed & Freelancers January 2007 - November 2008
Unión Radio March 2006 - November 2006
Inversora La Castellana August 2005 - February 2006
UBS August 2004 - June 2005
Skills
Wealth Preservation, Retirement Planning, Buy-sell Agreements, Exit Strategies, Estate Planning, Business Planning, Management, Strategy, Business Strategy, Strategic Planning, Public Speaking, Entrepreneurship, New Business Development, Spanish, Business Succession..., Analysis, Sales, Negotiation
Education
IE (Instituto de Empresa) 2008 — 2009
IMBA, Business Administration and Management, General
Florida International University 2001 — 2004
Bachellor, Finance & Management Information System
Christine Cooper's UBS Experience June 2007 - December 2007
Job Executive Assistant to the CFO at Eton Park
Industry Financial Services
Experience
Eton Park July 2010 - March 2015
Guggenheim Advisors March 2008 - July 2010
UBS June 2007 - December 2007
Skills
Hedge Funds, Bloomberg, Microsoft Excel, Alternative Investments, PowerPoint, Equities, Outlook, Investments, Microsoft Word, Asset Managment
Education
Haslam College of Business at the University of Tennessee 2005 — 2007
Bachelors, Finance
Fashion Institute of Technology 2003 — 2005
Associates, Fashion Merchandising Management
Eton Park July 2010 - March 2015
Guggenheim Advisors March 2008 - July 2010
UBS June 2007 - December 2007
Skills
Hedge Funds, Bloomberg, Microsoft Excel, Alternative Investments, PowerPoint, Equities, Outlook, Investments, Microsoft Word, Asset Managment
Education
Haslam College of Business at the University of Tennessee 2005 — 2007
Bachelors, Finance
Fashion Institute of Technology 2003 — 2005
Associates, Fashion Merchandising Management
Timothy Van Simaeys's UBS Experience June 2004 - Present
Job Director Financial Advisor Branch Manager at UBS Financial Services
Industry Financial Services
Experience
UBS June 2004 - Present
Education
College for Financial Planning
Accredited Asset Management Specialist
Ferris State University 1989 — 1991
Finance
Athens High School 1984 — 1988
UBS June 2004 - Present
Education
College for Financial Planning
Accredited Asset Management Specialist
Ferris State University 1989 — 1991
Finance
Athens High School 1984 — 1988
David Ingraldi David Ingraldi's UBS Experience March 2007 - December 2007
Job Private Capital Group
Industry Banking
Experience
Jefferies December 2014 - Present
SMBC Nikko Securities America August 2010 - November 2014
SMBC Capital Markets June 2008 - July 2010
UBS March 2007 - December 2007
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA
Fordham University - Gabelli School of Business 2005 — 2008
BS, Business Administration with a concentration in Finance
James Madison University 2003 — 2005
Transferred to Fordham University
Kent School 2002 — 2003
High School Degree
Clifton High School 1999 — 2002
High School Degree
Jefferies December 2014 - Present
SMBC Nikko Securities America August 2010 - November 2014
SMBC Capital Markets June 2008 - July 2010
UBS March 2007 - December 2007
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA
Fordham University - Gabelli School of Business 2005 — 2008
BS, Business Administration with a concentration in Finance
James Madison University 2003 — 2005
Transferred to Fordham University
Kent School 2002 — 2003
High School Degree
Clifton High School 1999 — 2002
High School Degree
Michael Latona, CFP® Michael Latona, CFP®'s UBS Experience May 2001 - June 2006
Job Hybrid Advisor Consultant at PIMCO
Industry Investment Management
Experience
PIMCO June 2014 - Present
PIMCO January 2014 - January 2015
PIMCO September 2010 - January 2014
Merrill Lynch June 2006 - September 2010
UBS May 2001 - June 2006
Skills
Wealth Management, Sales, Fixed Income, Investment Strategies, Asset Allocation, Investments, Finance, Mutual Funds, Alternative Investments, Asset Management, Portfolio Management, Investment Advisory, Securities
Education
Ramapo College of NJ 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Fairleigh Dickinson University
PIMCO June 2014 - Present
PIMCO January 2014 - January 2015
PIMCO September 2010 - January 2014
Merrill Lynch June 2006 - September 2010
UBS May 2001 - June 2006
Skills
Wealth Management, Sales, Fixed Income, Investment Strategies, Asset Allocation, Investments, Finance, Mutual Funds, Alternative Investments, Asset Management, Portfolio Management, Investment Advisory, Securities
Education
Ramapo College of NJ 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Fairleigh Dickinson University
Julye Williams Julye Williams's UBS Experience October 2006 - August 2008
Job Director of Enrollment & Recruitment
Industry Nonprofit Organization Management
Experience
Uncommon Schools - North Star Academies & Camden Prep September 2014 - Present
North Star Academy Charter School of Newark May 2011 - September 2014
Global Youth Connect, Inc. March 2007 - May 2011
UBS October 2006 - August 2008
Platform Learning Inc. 2005 - 2006
Janssen Pharmaceutica Inc. 2002 - 2005
Skills
Nonprofits, Marketing, Fundraising, Program Management, Research, Strategic Planning, Community Outreach, Program Development, International Relations, Public Speaking, Leadership Development, Strategy, Event Planning, Marketing Strategy, Philanthropy, Microsoft Excel, Grant Writing, Cross-functional Team..., Community Development, Non-profits, Strategic Communications, Management, Leadership, Public Relations
Education
Florida Agricultural and Mechanical University 1996 — 2002
Master of Business Administration (M.B.A.)
Universidade Federal da Bahia 2000 — 2000
Uncommon Schools - North Star Academies & Camden Prep September 2014 - Present
North Star Academy Charter School of Newark May 2011 - September 2014
Global Youth Connect, Inc. March 2007 - May 2011
UBS October 2006 - August 2008
Platform Learning Inc. 2005 - 2006
Janssen Pharmaceutica Inc. 2002 - 2005
Skills
Nonprofits, Marketing, Fundraising, Program Management, Research, Strategic Planning, Community Outreach, Program Development, International Relations, Public Speaking, Leadership Development, Strategy, Event Planning, Marketing Strategy, Philanthropy, Microsoft Excel, Grant Writing, Cross-functional Team..., Community Development, Non-profits, Strategic Communications, Management, Leadership, Public Relations
Education
Florida Agricultural and Mechanical University 1996 — 2002
Master of Business Administration (M.B.A.)
Universidade Federal da Bahia 2000 — 2000
Caitlin J. Crook Caitlin J. Crook's UBS Experience January 2012 - June 2012
Job General Manager at Palm Beach Historic Inn LLC
Industry Hospitality
Experience
Palm Beach Historic Inn LLC April 2013 - Present
UBS January 2012 - June 2012
Vineyard Vines December 2010 - April 2012
Skills
Marketing, Event Planning, Social Media, Microsoft Excel, Sales, Social Networking, Microsoft Word, Microsoft Office, Social Media Marketing, PowerPoint, Fundraising, Spanish, Customer Service, Management, Conflict Resolution
Education
Florida Atlantic University 2010 — 2013
Bachelor of Arts (B.A.) Cum Laude, Economics, Political Science
University of St. Andrews 2009 — 2010
The Pine School 2008 — 2009
Highschool Diploma
Phillips Academy 2006 — 2008
Palm Beach Historic Inn LLC April 2013 - Present
UBS January 2012 - June 2012
Vineyard Vines December 2010 - April 2012
Skills
Marketing, Event Planning, Social Media, Microsoft Excel, Sales, Social Networking, Microsoft Word, Microsoft Office, Social Media Marketing, PowerPoint, Fundraising, Spanish, Customer Service, Management, Conflict Resolution
Education
Florida Atlantic University 2010 — 2013
Bachelor of Arts (B.A.) Cum Laude, Economics, Political Science
University of St. Andrews 2009 — 2010
The Pine School 2008 — 2009
Highschool Diploma
Phillips Academy 2006 — 2008
Bunker Hill's UBS Experience October 1991 - Present
Job TAMPA WEALTH MANAGEMENT UBS Financial Services Inc Vice PresidentWealth Management
Industry Financial Services
Experience
UBS October 1991 - Present
United States Army Reserve April 1965 - October 2002
EF Hutton and Co 1981 - 1989
Skills
Investment Strategies, Portfolio Management, Equities, Asset Protection, Financial Analysis, Finance, Series 24, Long-term Care, Due Diligence, Strategic Planning, Life Insurance, Equity Trading, New Business Development, Private Equity, Loans, FINRA, Wealth, Public Speaking, Banking, Capital Markets, Separately Managed...
Education
Florida State University 1962 — 1965
BS, Bussiness Management
UBS October 1991 - Present
United States Army Reserve April 1965 - October 2002
EF Hutton and Co 1981 - 1989
Skills
Investment Strategies, Portfolio Management, Equities, Asset Protection, Financial Analysis, Finance, Series 24, Long-term Care, Due Diligence, Strategic Planning, Life Insurance, Equity Trading, New Business Development, Private Equity, Loans, FINRA, Wealth, Public Speaking, Banking, Capital Markets, Separately Managed...
Education
Florida State University 1962 — 1965
BS, Bussiness Management
Burns Mac Lowry, Jr. CIMA®, CPWA® Burns Mac Lowry, Jr. CIMA®, CPWA®'s UBS Experience June 2012 - March 2013
Job ETF Specialist Private Bank and UHNW at BlackRock
Industry Financial Services
Experience
BlackRock April 2013 - Present
UBS June 2012 - March 2013
UBS Financial Services Inc. January 2007 - June 2012
Bank of America January 2005 - December 2006
Merrill Lynch January 1991 - January 2005
First Union Capital Management Group January 1994 - January 1996
Skills
Wealth Management, Insurance, Hedge Funds, Series 7, Investments, Mutual Funds, High Net Worth..., Portfolio Management, Investment Strategies, Investment Advisory, Asset Management, ETFs, Fixed Income, Alternative Investments, Asset Allocation, Equities, Business Development, Series 63, Securities, Wealth Management...
Education
Wharton School of Business 2009 — 2011
Securities Industry Institute SII
Florida State University - College of Business 1986 — 1990
Bachelor of Science (B.S.), Marketing
Investment Management Consultants Association
CIMA®, CPWA®
BlackRock April 2013 - Present
UBS June 2012 - March 2013
UBS Financial Services Inc. January 2007 - June 2012
Bank of America January 2005 - December 2006
Merrill Lynch January 1991 - January 2005
First Union Capital Management Group January 1994 - January 1996
Skills
Wealth Management, Insurance, Hedge Funds, Series 7, Investments, Mutual Funds, High Net Worth..., Portfolio Management, Investment Strategies, Investment Advisory, Asset Management, ETFs, Fixed Income, Alternative Investments, Asset Allocation, Equities, Business Development, Series 63, Securities, Wealth Management...
Education
Wharton School of Business 2009 — 2011
Securities Industry Institute SII
Florida State University - College of Business 1986 — 1990
Bachelor of Science (B.S.), Marketing
Investment Management Consultants Association
CIMA®, CPWA®
Jessica Kopf's UBS Experience May 2015 - Present
Job Senior Registered Client Service Associate at UBS
Industry Investment Management
Experience
UBS May 2015 - Present
Education
Florida Atlantic University 2008 — 2010
Bachelor of Science (B.S.), Economics
University of Central Florida 2006 — 2008
Business
UBS May 2015 - Present
Education
Florida Atlantic University 2008 — 2010
Bachelor of Science (B.S.), Economics
University of Central Florida 2006 — 2008
Business
Jennifer Savica Jennifer Savica's UBS Experience August 2014 - Present
Job Strategic Event and Relationship Marketing Professional
Industry Marketing and Advertising
Experience
UBS August 2014 - Present
UBS September 2010 - August 2014
TD October 2005 - September 2010
The Core Club, EventQuest October 2003 - October 2005
Citi 2000 - 2003
Dr Pepper Snapple Group 1995 - 2000
Federated Department Stores 1993 - 1995
Skills
Event Management, Event Planning, Management, Marketing Strategy, Marketing, Strategic Planning, Strategy, Leadership, Corporate Events
Education
Florida Atlantic University - College of Business 1989 — 1993
Bachelor's Degree, Business Administration with a concentration in Marketing
University of Florida 1989 — 1990
UBS August 2014 - Present
UBS September 2010 - August 2014
TD October 2005 - September 2010
The Core Club, EventQuest October 2003 - October 2005
Citi 2000 - 2003
Dr Pepper Snapple Group 1995 - 2000
Federated Department Stores 1993 - 1995
Skills
Event Management, Event Planning, Management, Marketing Strategy, Marketing, Strategic Planning, Strategy, Leadership, Corporate Events
Education
Florida Atlantic University - College of Business 1989 — 1993
Bachelor's Degree, Business Administration with a concentration in Marketing
University of Florida 1989 — 1990
Tom Hudacko Tom Hudacko's UBS Experience February 2000 - June 2003
Job Founder and Partner at Best Gift Giving.com, llc
Industry Internet
Experience
Best Gift Giving.com, llc January 2010 - Present
Hudacko Enterprises, L.L.C. May 2007 - Present
TRI Perks, LLC October 2010 - January 2013
UBS February 2000 - June 2003
Lehman Brothers 1988 - 2000
Skills
Fundraising, Small Business, Start-ups, Strategic Planning, Business Strategy, Marketing, Business Development, Website Development, Business Planning, Marketing Strategy, Leadership, New Business Development, Account Management, Sales Management, Training, Team Building
Education
Fairleigh Dickinson University
B.S., Business Management
Ocean County College
A.A., Business Administraton
Best Gift Giving.com, llc January 2010 - Present
Hudacko Enterprises, L.L.C. May 2007 - Present
TRI Perks, LLC October 2010 - January 2013
UBS February 2000 - June 2003
Lehman Brothers 1988 - 2000
Skills
Fundraising, Small Business, Start-ups, Strategic Planning, Business Strategy, Marketing, Business Development, Website Development, Business Planning, Marketing Strategy, Leadership, New Business Development, Account Management, Sales Management, Training, Team Building
Education
Fairleigh Dickinson University
B.S., Business Management
Ocean County College
A.A., Business Administraton
Ashish Deccanawar Ashish Deccanawar's UBS Experience 2011 - 2011
Job FSO Advisory at EY
Industry Financial Services
Experience
Deloitte January 2012 - April 2012
UBS 2011 - 2011
Mastek Ltd 2007 - 2010
Skills
Valuation, Equity Research, Business Valuation, Financial Modeling, Bloomberg Terminal, Bloomberg, Equities, Capital Markets, Financial Analysis, VBA, Corporate Finance, Financial Reporting, Investment Banking, Liquidity Risk
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Finance & Accounting
University of Mumbai 2002 — 2007
Bachelor of Engineering, Computer Science
Deloitte January 2012 - April 2012
UBS 2011 - 2011
Mastek Ltd 2007 - 2010
Skills
Valuation, Equity Research, Business Valuation, Financial Modeling, Bloomberg Terminal, Bloomberg, Equities, Capital Markets, Financial Analysis, VBA, Corporate Finance, Financial Reporting, Investment Banking, Liquidity Risk
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Finance & Accounting
University of Mumbai 2002 — 2007
Bachelor of Engineering, Computer Science
Christian Williams's UBS Experience May 2003 - April 2007
Job Regional Director, Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial Inc. May 2007 - June 2013
UBS May 2003 - April 2007
Merrill Lynch January 2000 - April 2003
Merrill Lynch March 1993 - December 1999
PGA TOUR March 1991 - March 1993
Skills
Financial Services, Investment Management, Investments, Financial Advisory, Wealth Management..., Wealth Management, Financial Markets, Business Development, Series 7, Asset Allocation, Investment Advisory, Finance, Mutual Funds, Securities, Series 63
Education
Florida State University 1986 — 1991
Bachelor of Science (BS), Economics
Florida State University 1986 — 1991
Bachelor of Science (BS), Political Science
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial Inc. May 2007 - June 2013
UBS May 2003 - April 2007
Merrill Lynch January 2000 - April 2003
Merrill Lynch March 1993 - December 1999
PGA TOUR March 1991 - March 1993
Skills
Financial Services, Investment Management, Investments, Financial Advisory, Wealth Management..., Wealth Management, Financial Markets, Business Development, Series 7, Asset Allocation, Investment Advisory, Finance, Mutual Funds, Securities, Series 63
Education
Florida State University 1986 — 1991
Bachelor of Science (BS), Economics
Florida State University 1986 — 1991
Bachelor of Science (BS), Political Science
Denise Budin Denise Budin's UBS Experience May 1988 - June 2013
Job IT Sourcing Specialist
Industry Financial Services
Experience
UBS May 1988 - June 2013
Skills
Vendor Management, Strategic Sourcing, IT Sourcing, Negotiation, Contract Management, RFP Generation, Global Strategy, Benefit Cost Analysis, Procurement, Change Management, Project Management, Process Improvement, Software License..., Maintenance Agreements, Hardware Agreements, Professional Consulting..., Statement of Work..., Supplier Relationship..., Category Team Lead, Competitive Bidding
Education
Felician College 2013 — 2014
Associate's Degree, Business Administration
Felician College
Bachelor's Degree, Business Management, General
UBS May 1988 - June 2013
Skills
Vendor Management, Strategic Sourcing, IT Sourcing, Negotiation, Contract Management, RFP Generation, Global Strategy, Benefit Cost Analysis, Procurement, Change Management, Project Management, Process Improvement, Software License..., Maintenance Agreements, Hardware Agreements, Professional Consulting..., Statement of Work..., Supplier Relationship..., Category Team Lead, Competitive Bidding
Education
Felician College 2013 — 2014
Associate's Degree, Business Administration
Felician College
Bachelor's Degree, Business Management, General
Guido Bebchik Guido Bebchik's UBS Experience July 2013 - Present
Job Sr. Client Associate at UBS
Industry Financial Services
Experience
UBS July 2013 - Present
Bank Hapoalim- BHI Investment Advisors February 2013 - June 2013
Bank Hapoalim- BHI Investment Advisors November 2011 - February 2013
Skills
Private Banking, Microsoft Excel, Credit, Customer Service, Investments, AML, Fixed Income, Wealth Management, Banking, Equities, Securities, Portfolio Management, Bloomberg, Trading, Series 7, Investment Advisory, Anti Money Laundering, Financial Analysis
Education
Florida International University 2005 — 2009
Bachelor's degree, Finance, General
Florida International University 2005 — 2009
Bachelor's degree, International Business
Florida International University 2007 — 2009
Honors College
UBS July 2013 - Present
Bank Hapoalim- BHI Investment Advisors February 2013 - June 2013
Bank Hapoalim- BHI Investment Advisors November 2011 - February 2013
Skills
Private Banking, Microsoft Excel, Credit, Customer Service, Investments, AML, Fixed Income, Wealth Management, Banking, Equities, Securities, Portfolio Management, Bloomberg, Trading, Series 7, Investment Advisory, Anti Money Laundering, Financial Analysis
Education
Florida International University 2005 — 2009
Bachelor's degree, Finance, General
Florida International University 2005 — 2009
Bachelor's degree, International Business
Florida International University 2007 — 2009
Honors College
Robby Hayes's UBS Experience May 2009 - August 2009
Job The Eastcoast Regional Sales Representative for Myrtha Pools USA
Industry Wholesale
Experience
Myrtha Pools USA September 2012 - Present
Merrill Lynch September 2011 - December 2011
UBS May 2009 - August 2009
Skills
Customer Service, Sales, Microsoft Office, Contract Negotiation, Account Management, Sales Management, New Business Development, Microsoft Excel, Negotiation, Microsoft Word, Cold Calling, Direct Sales, Contract Management, Team Leadership
Education
University of Miami 2015 — 2017
Master of Finance, Banking, Corporate, Finance, and Securities Law
Florida State University 2007 — 2011
Bachelor of Science (B.S.), Finance and Real estate
Myrtha Pools USA September 2012 - Present
Merrill Lynch September 2011 - December 2011
UBS May 2009 - August 2009
Skills
Customer Service, Sales, Microsoft Office, Contract Negotiation, Account Management, Sales Management, New Business Development, Microsoft Excel, Negotiation, Microsoft Word, Cold Calling, Direct Sales, Contract Management, Team Leadership
Education
University of Miami 2015 — 2017
Master of Finance, Banking, Corporate, Finance, and Securities Law
Florida State University 2007 — 2011
Bachelor of Science (B.S.), Finance and Real estate
James Igoe James Igoe's UBS Experience September 2005 - March 2006
Job Financial/Risk Software Developer (.NET, SQL, VBA)
Industry Information Technology and Services
Experience
Guggenheim Partners March 2013 - Present
UBS via Atrium Staffing May 2009 - November 2012
Deutsche Bank via Execu-Search March 2007 - April 2009
NCR for The Bardess Group via SAPBureau July 2006 - March 2007
Deloitte Consulting March 2006 - July 2006
UBS September 2005 - March 2006
Credit Suisse First Boston May 2005 - September 2005
AIG February 2005 - May 2005
EDS @ ABN Amro July 2004 - January 2005
JPMorgan Chase December 2003 - June 2004
Skills
Microsoft SQL Server, Databases, SQL, .NET, VBA, T-SQL, C#, SDLC, Access, VB.NET, Database Design, Web Services, Oracle, XML, SSIS, Software Development, Microsoft Excel, WCF, VSTO, WinForms, ASP.NET, ETL, WPF, Design Patterns, ADO.NET, Testing, Risk Management, Operational Risk, Agile Methodologies, Object Oriented Design, Reporting & Analysis, Stored Procedures, Entity Framework, ASP.NET MVC, MVC
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
MBA (Not Completed), Finance & Information Technology
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1993
BA, Psychology
Guggenheim Partners March 2013 - Present
UBS via Atrium Staffing May 2009 - November 2012
Deutsche Bank via Execu-Search March 2007 - April 2009
NCR for The Bardess Group via SAPBureau July 2006 - March 2007
Deloitte Consulting March 2006 - July 2006
UBS September 2005 - March 2006
Credit Suisse First Boston May 2005 - September 2005
AIG February 2005 - May 2005
EDS @ ABN Amro July 2004 - January 2005
JPMorgan Chase December 2003 - June 2004
Skills
Microsoft SQL Server, Databases, SQL, .NET, VBA, T-SQL, C#, SDLC, Access, VB.NET, Database Design, Web Services, Oracle, XML, SSIS, Software Development, Microsoft Excel, WCF, VSTO, WinForms, ASP.NET, ETL, WPF, Design Patterns, ADO.NET, Testing, Risk Management, Operational Risk, Agile Methodologies, Object Oriented Design, Reporting & Analysis, Stored Procedures, Entity Framework, ASP.NET MVC, MVC
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
MBA (Not Completed), Finance & Information Technology
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1993
BA, Psychology
Al Kulig Al Kulig's UBS Experience April 1998 - November 2000
Job Financial Services
Industry Financial Services
Experience
Allstate Financial January 2001 - Present
Allstate Financial 2001 - 2010
UBS April 1998 - November 2000
Skills
Achieved Honor Ring 10...
Education
University of Maryland College Park 1963 — 1965
General Education
Florida Southern College 1956 — 1957
General Studies
Allstate Financial January 2001 - Present
Allstate Financial 2001 - 2010
UBS April 1998 - November 2000
Skills
Achieved Honor Ring 10...
Education
University of Maryland College Park 1963 — 1965
General Education
Florida Southern College 1956 — 1957
General Studies
Adam C. Ardise Adam C. Ardise's UBS Experience 2001 - 2003
Job Senior Managing Director at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield September 2015 - Present
DTZ December 2007 - August 2015
Colliers-International 2007 - 2009
CBRE 2005 - 2007
UBS 2001 - 2003
Skills
Corporate Real Estate, Brokerage, Asset Management, Leases, Commercial Real Estate, Lease Negotiations, Valuation, Real Estate Development, Real Estate, Real Estate Transactions, Due Diligence, Investments, Financial Analysis, Financial Modeling, Property Management
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance and Management
University of Delaware 1996 — 2000
Double Major: Political Science & Criminal Justice
Cushman & Wakefield September 2015 - Present
DTZ December 2007 - August 2015
Colliers-International 2007 - 2009
CBRE 2005 - 2007
UBS 2001 - 2003
Skills
Corporate Real Estate, Brokerage, Asset Management, Leases, Commercial Real Estate, Lease Negotiations, Valuation, Real Estate Development, Real Estate, Real Estate Transactions, Due Diligence, Investments, Financial Analysis, Financial Modeling, Property Management
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance and Management
University of Delaware 1996 — 2000
Double Major: Political Science & Criminal Justice
Philip Artmann Philip Artmann's UBS Experience November 2008 - February 2013
Job Client Service Professional
Industry Financial Services
Experience
Financial Services Company October 2014 - Present
UBS November 2008 - February 2013
Morgan Stanley January 2005 - November 2008
Skills
Series 7, Series 66, Series 31, Asset Allocation, Fixed Income, Investments, Equities, Risk Management, Series 63
Education
Florida Gulf Coast University 2003 — 2005
MBA, Finance
Florida Gulf Coast University 2000 — 2003
BS Computer Information Systems
Financial Services Company October 2014 - Present
UBS November 2008 - February 2013
Morgan Stanley January 2005 - November 2008
Skills
Series 7, Series 66, Series 31, Asset Allocation, Fixed Income, Investments, Equities, Risk Management, Series 63
Education
Florida Gulf Coast University 2003 — 2005
MBA, Finance
Florida Gulf Coast University 2000 — 2003
BS Computer Information Systems
Rachael Pepper's UBS Experience March 2001 - April 2005
Job Senior Marketing Manager at DLA Piper
Industry Marketing and Advertising
Experience
DLA Piper December 2009 - Present
McDermott Will & Emery May 2006 - December 2009
Neuberger Berman May 2005 - May 2006
UBS March 2001 - April 2005
Skills
Marketing Communications, Business Development, Marketing, Marketing Management, Strategy, Public Relations, Business Planning, Integrated Marketing, Strategic Thinking, Leadership, Marketing Strategy, Writing, Management, Strategic Planning
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Management
University of Wisconsin-Madison 1996 — 2000
BBA, Marketing
DLA Piper December 2009 - Present
McDermott Will & Emery May 2006 - December 2009
Neuberger Berman May 2005 - May 2006
UBS March 2001 - April 2005
Skills
Marketing Communications, Business Development, Marketing, Marketing Management, Strategy, Public Relations, Business Planning, Integrated Marketing, Strategic Thinking, Leadership, Marketing Strategy, Writing, Management, Strategic Planning
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Management
University of Wisconsin-Madison 1996 — 2000
BBA, Marketing
Michael Dadko, CFP Michael Dadko, CFP's UBS Experience July 2003 - Present
Job Wealth Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services March 1998 - Present
UBS July 2003 - Present
US Army June 1989 - October 1997
Education
College of Financial Planning 2002 — 2003
Certified Financial Planner designation
Florida Institute of Technology 1985 — 1989
Bachelor of Science (BS), Finance, 3.5 GPA
St. John's High School 1981 — 1985
UBS Financial Services March 1998 - Present
UBS July 2003 - Present
US Army June 1989 - October 1997
Education
College of Financial Planning 2002 — 2003
Certified Financial Planner designation
Florida Institute of Technology 1985 — 1989
Bachelor of Science (BS), Finance, 3.5 GPA
St. John's High School 1981 — 1985
Robert Corvino's UBS Experience June 2005 - June 2006
Job General securities trader Signator Investors
Industry Banking
Experience
Signature Financial Partners, LLC a member of John Hancock Financial Network March 2010 - Present
Bank of America September 2008 - February 2010
Bank of America Investments April 2006 - 2008
UBS June 2005 - June 2006
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Equities, Series 63, Insurance, Financial Analysis, Retirement Planning, Customer Relations, Asset Management, Financial Planning, Fixed Income, Securities, Options, Customer Service, Trading, Credit, FINRA, Business Development, Asset Managment, Asset Allocation
Education
Fitchburg State University 1991 — 1994
bs, economics
Signature Financial Partners, LLC a member of John Hancock Financial Network March 2010 - Present
Bank of America September 2008 - February 2010
Bank of America Investments April 2006 - 2008
UBS June 2005 - June 2006
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Equities, Series 63, Insurance, Financial Analysis, Retirement Planning, Customer Relations, Asset Management, Financial Planning, Fixed Income, Securities, Options, Customer Service, Trading, Credit, FINRA, Business Development, Asset Managment, Asset Allocation
Education
Fitchburg State University 1991 — 1994
bs, economics
Scott Cavell Scott Cavell's UBS Experience 1997 - 2001
Job Emergency Room RN at Northside Hospital St Petersburg , Florida
Industry Medical Devices
Experience
Northside Hospital April 2014 - Present
St . Michael's Eye & Laser Institute April 2013 - May 2014
Galen College of Nursing 2011 - July 2013
PRECISION ORTHOPEDICS, Tampa, FL Zimmer 2006 - August 2011
ISO-DIAGNOSTICS TESTING, Tampa Bay Area, FL 2005 - 2006
AMSOUTH INVESTMENT SERVICES, Jacksonville, FL 2002 - 2005
Merrill Lynch 2001 - 2002
UBS 1997 - 2001
BUSINESS TELECOMMUNICATIONS, INC., Atlanta, GA and Orlando, FL 1996 - 1997
Zimmer 1990 - 1995
Skills
Operating Room, Neurology, Medical Devices, Orthopedic, Surgery, Leadership, Pain Management, Spine, Gynecologic Surgery, Ophthalmology, Fracture Care, Public Speaking, Otoplasty, Hospitals, Healthcare, Medicine, Nursing
Education
Galen School of Nursing-Tampa Bay 2011 — 2013
Registered Nursing/Registered Nurse
Tampa Preparatory 1977 — 1980
High School Diploma
Florida State University 1979 — 1984
B.S Criminolgy, Criminology
Northside Hospital April 2014 - Present
St . Michael's Eye & Laser Institute April 2013 - May 2014
Galen College of Nursing 2011 - July 2013
PRECISION ORTHOPEDICS, Tampa, FL Zimmer 2006 - August 2011
ISO-DIAGNOSTICS TESTING, Tampa Bay Area, FL 2005 - 2006
AMSOUTH INVESTMENT SERVICES, Jacksonville, FL 2002 - 2005
Merrill Lynch 2001 - 2002
UBS 1997 - 2001
BUSINESS TELECOMMUNICATIONS, INC., Atlanta, GA and Orlando, FL 1996 - 1997
Zimmer 1990 - 1995
Skills
Operating Room, Neurology, Medical Devices, Orthopedic, Surgery, Leadership, Pain Management, Spine, Gynecologic Surgery, Ophthalmology, Fracture Care, Public Speaking, Otoplasty, Hospitals, Healthcare, Medicine, Nursing
Education
Galen School of Nursing-Tampa Bay 2011 — 2013
Registered Nursing/Registered Nurse
Tampa Preparatory 1977 — 1980
High School Diploma
Florida State University 1979 — 1984
B.S Criminolgy, Criminology
Diana Carrejo's UBS Experience December 2013 - Present
Job Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS December 2013 - Present
AmTrust Bank August 2013 - December 2013
Sunshine Savings Bank April 2012 - May 2013
Publix Super Markets August 2009 - May 2012
Publix Super Markets December 2006 - August 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Organization, Office Administration, Sales, Bilingual-English/Spanis..., Microsoft Word, Highly detail oriented, Mac OS, Hold Series 7, Hold Series 66
Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Economics, 3.51
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Psychology, 3.51
UBS December 2013 - Present
AmTrust Bank August 2013 - December 2013
Sunshine Savings Bank April 2012 - May 2013
Publix Super Markets August 2009 - May 2012
Publix Super Markets December 2006 - August 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Organization, Office Administration, Sales, Bilingual-English/Spanis..., Microsoft Word, Highly detail oriented, Mac OS, Hold Series 7, Hold Series 66
Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Economics, 3.51
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Psychology, 3.51
Vanessa Coleska's UBS Experience August 2006 - May 2010
Job Client Service Associate
Industry Financial Services
Experience
Kapitall March 2015 - Present
Sontag Advisory February 2014 - March 2015
Allianz Global Investors May 2010 - July 2011
Caritas Internationalis March 2005 - July 2011
UBS August 2006 - May 2010
Winmar Enterprises Inc./CableView Publications January 2000 - March 2004
Skills
Non-profits, NGOs, Social Media, Community Outreach, Fundraising, Event Management, Strategic Communications, International Relations, Program Development, Research, Public Speaking, Editing, International..., Nonprofits, Community Development
Education
Felician College 2004 — 2006
BA
Kapitall March 2015 - Present
Sontag Advisory February 2014 - March 2015
Allianz Global Investors May 2010 - July 2011
Caritas Internationalis March 2005 - July 2011
UBS August 2006 - May 2010
Winmar Enterprises Inc./CableView Publications January 2000 - March 2004
Skills
Non-profits, NGOs, Social Media, Community Outreach, Fundraising, Event Management, Strategic Communications, International Relations, Program Development, Research, Public Speaking, Editing, International..., Nonprofits, Community Development
Education
Felician College 2004 — 2006
BA
Calvin Roseberry Calvin Roseberry's UBS Experience February 2013 - March 2014
Job
Industry Investment Management
Experience
Palmetto Advisory Group March 2014 - June 2015
UBS February 2013 - March 2014
ADP March 2011 - February 2013
UBS January 1998 - November 2007
Education
University of Miami - School of Business 2005 — 2007
MBA, International Business
Florida Atlantic University 1995 — 1997
BA, Business Communications
Palmetto Advisory Group March 2014 - June 2015
UBS February 2013 - March 2014
ADP March 2011 - February 2013
UBS January 1998 - November 2007
Education
University of Miami - School of Business 2005 — 2007
MBA, International Business
Florida Atlantic University 1995 — 1997
BA, Business Communications
Brian Schroeder Brian Schroeder's UBS Experience March 2008 - Present
Job Director at UBS Financial Services
Industry Financial Services
Experience
UBS March 2008 - Present
Morgan Stanley Smith Barney 2006 - 2008
Meg Green and Associates 2003 - 2006
Morgan Stanley Smith Barney 2001 - 2003
First Union Securities 1999 - 2001
Skills
Wealth Management, Strategic Financial..., Series 7, Training, Coaching, Retirement Planning, Mutual Funds, Investment Advisory, Technology Training, Productivity Coaching, Financial Planning, Investments, Finance, Series 63, Asset Allocation, Securities, Asset Management, Investment Strategies, Management, Fixed Income
Education
Florida Atlantic University 2003 — 2005
Masters, MBA
University of Central Florida - College of Business Administration 1994 — 1998
Bachelors, Business Administration: Finance Major
UBS March 2008 - Present
Morgan Stanley Smith Barney 2006 - 2008
Meg Green and Associates 2003 - 2006
Morgan Stanley Smith Barney 2001 - 2003
First Union Securities 1999 - 2001
Skills
Wealth Management, Strategic Financial..., Series 7, Training, Coaching, Retirement Planning, Mutual Funds, Investment Advisory, Technology Training, Productivity Coaching, Financial Planning, Investments, Finance, Series 63, Asset Allocation, Securities, Asset Management, Investment Strategies, Management, Fixed Income
Education
Florida Atlantic University 2003 — 2005
Masters, MBA
University of Central Florida - College of Business Administration 1994 — 1998
Bachelors, Business Administration: Finance Major
Michael Dietrich, AAMS, CFP® Michael Dietrich, AAMS, CFP®'s UBS Experience September 1998 - September 2002
Job Account Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services August 2007 - Present
A.G. Edwards & Sons, Inc. November 2005 - August 2007
Axiom September 2002 - June 2005
UBS September 1998 - September 2002
Education
Fairleigh Dickinson University 1993 — 1997
B.S., Business Management
UBS Financial Services August 2007 - Present
A.G. Edwards & Sons, Inc. November 2005 - August 2007
Axiom September 2002 - June 2005
UBS September 1998 - September 2002
Education
Fairleigh Dickinson University 1993 — 1997
B.S., Business Management
Tatyana Montalvo Tatyana Montalvo's UBS Experience January 2008 - May 2008
Job Financial Analyst
Industry Financial Services
Experience
New York Institute of Technology September 2010 - April 2012
North American Airlines June 2008 - January 2010
UBS January 2008 - May 2008
Mitsui Bank Corporation - Capital Markets June 2006 - June 2007
Skills
Accounting, Financial Reporting, Budgeting, Forecasting, Inventory Management, Financial Modeling, Financial Analysis, Outlook, Word, Microsoft Office, Analysis, Excel, Data Analysis, English, Economics, Statistics, Business Analysis, Problem Solving
Education
Farmingdale State College 2009 — 2010
Fordham University 2004 — 2008
BA, Economics/Mathematics
Bronx High School of Science
New York Institute of Technology September 2010 - April 2012
North American Airlines June 2008 - January 2010
UBS January 2008 - May 2008
Mitsui Bank Corporation - Capital Markets June 2006 - June 2007
Skills
Accounting, Financial Reporting, Budgeting, Forecasting, Inventory Management, Financial Modeling, Financial Analysis, Outlook, Word, Microsoft Office, Analysis, Excel, Data Analysis, English, Economics, Statistics, Business Analysis, Problem Solving
Education
Farmingdale State College 2009 — 2010
Fordham University 2004 — 2008
BA, Economics/Mathematics
Bronx High School of Science
Eric Levy, CFP®'s UBS Experience September 2010 - Present
Job Vice President Wealth Management, Senior Portfolio Manager, Wealth Advisor at UBS
Industry Financial Services
Experience
UBS September 2010 - Present
Morgan Stanley Smith Barney December 2002 - September 2010
Education
Nova Southeastern University 2000 — 2001
MBA, Business
Florida Atlantic University 1998 — 2000
B.A., Finance & Business Management
UBS September 2010 - Present
Morgan Stanley Smith Barney December 2002 - September 2010
Education
Nova Southeastern University 2000 — 2001
MBA, Business
Florida Atlantic University 1998 — 2000
B.A., Finance & Business Management
Anna Gitelman, CFA Anna Gitelman, CFA's UBS Experience October 2012 - May 2013
Job
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
UBS October 2012 - May 2013
UBS April 2010 - October 2012
JP Morgan 2007 - May 2010
JPMorgan Chase April 2001 - December 2006
American Express January 2000 - March 2001
Skills
CFA, Management, Outsourcing, Chartered Financial..., Business Process, Asset Managment, IT Strategy, Financial Modeling, Offshoring, IT Management, Finance, Valuation, Risk Management, Derivatives, Equities, Strategic Financial..., Capital Markets, Financial Analysis, Investments, Business Analysis, Asset Management, Acquisitions, Fixed Income, Portfolio Management, Corporate Finance, Financial Services, Investment Banking, Essbase, Investment Management, Contract Negotiation, Mergers
Education
University of St. Thomas - Opus College of Business 1993 — 1994
MBA, Accounting
Finance University under the Government of the Russian Federation 1987 — 1992
B.S, Finance
Morgan Stanley May 2013 - Present
UBS October 2012 - May 2013
UBS April 2010 - October 2012
JP Morgan 2007 - May 2010
JPMorgan Chase April 2001 - December 2006
American Express January 2000 - March 2001
Skills
CFA, Management, Outsourcing, Chartered Financial..., Business Process, Asset Managment, IT Strategy, Financial Modeling, Offshoring, IT Management, Finance, Valuation, Risk Management, Derivatives, Equities, Strategic Financial..., Capital Markets, Financial Analysis, Investments, Business Analysis, Asset Management, Acquisitions, Fixed Income, Portfolio Management, Corporate Finance, Financial Services, Investment Banking, Essbase, Investment Management, Contract Negotiation, Mergers
Education
University of St. Thomas - Opus College of Business 1993 — 1994
MBA, Accounting
Finance University under the Government of the Russian Federation 1987 — 1992
B.S, Finance
Carlos M Pazos Carlos M Pazos's UBS Experience 2007 - 2009
Job Chief Operating Officer at Banlu Tires Inc.
Industry Accounting
Experience
Banlu Tires Inc. April 2013 - Present
Luna Development Corp. 2012 - 2013
Zurqui Construction Services 2011 - 2012
UBS 2007 - 2009
Carlos M. Pazos, CPA, PA 1995 - 2007
Morrison, Brown, Argiz & Farra, LLC 1994 - 1995
Skills
CPA, CFF, Member of AICPA, Financial Accounting, Tax Accounting, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, GAAP, Financial Statements, Tax Preparation, QuickBooks, Finance, Auditing, SEC filings, Financial Reporting, US GAAP, Accounting, Forensic Accounting, Revenue Recognition, General Ledger, Cash Flow Forecasting, Sarbanes-Oxley, Consolidation, Corporate Tax, Tax, Cost Accounting, External Audit, Internal Controls, Financial Audits, Account Reconciliation, SEC Filings
Education
Florida International University
Bachelor of Accounting, Accounting & Taxation
Banlu Tires Inc. April 2013 - Present
Luna Development Corp. 2012 - 2013
Zurqui Construction Services 2011 - 2012
UBS 2007 - 2009
Carlos M. Pazos, CPA, PA 1995 - 2007
Morrison, Brown, Argiz & Farra, LLC 1994 - 1995
Skills
CPA, CFF, Member of AICPA, Financial Accounting, Tax Accounting, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, GAAP, Financial Statements, Tax Preparation, QuickBooks, Finance, Auditing, SEC filings, Financial Reporting, US GAAP, Accounting, Forensic Accounting, Revenue Recognition, General Ledger, Cash Flow Forecasting, Sarbanes-Oxley, Consolidation, Corporate Tax, Tax, Cost Accounting, External Audit, Internal Controls, Financial Audits, Account Reconciliation, SEC Filings
Education
Florida International University
Bachelor of Accounting, Accounting & Taxation
Kristy Lynch, CFA's UBS Experience 1999 - 2004
Job Director of Merchandise Planning at L.K.Bennett
Industry Retail
Experience
L.K.Bennett September 2011 - Present
Ariel Services Inc. July 2010 - September 2011
Diesel March 2009 - June 2010
Diesel March 2008 - February 2009
Diesel March 2007 - February 2008
Barneys New York 2006 - 2007
UBS 1999 - 2004
Skills
Apparel, Merchandise Planning, Fashion, Merchandising, Trend Analysis, Retail, Store Management, Visual Merchandising
Education
Fashion Institute of Technology 2004 — 2005
MPS, Global Fashion Management
Pace University - Lubin School of Business 1995 — 1999
BBA, Management Science and Math
L.K.Bennett September 2011 - Present
Ariel Services Inc. July 2010 - September 2011
Diesel March 2009 - June 2010
Diesel March 2008 - February 2009
Diesel March 2007 - February 2008
Barneys New York 2006 - 2007
UBS 1999 - 2004
Skills
Apparel, Merchandise Planning, Fashion, Merchandising, Trend Analysis, Retail, Store Management, Visual Merchandising
Education
Fashion Institute of Technology 2004 — 2005
MPS, Global Fashion Management
Pace University - Lubin School of Business 1995 — 1999
BBA, Management Science and Math
Vic Singh Vic Singh's UBS Experience August 2010 - June 2011
Job Sr. Program Manager @ NYC DOHMH
Industry Management Consulting
Experience
New York City Department of Health and Mental Hygiene February 2015 - Present
Collaborative Consulting July 2014 - January 2015
Commonwealth of Pennsylvania July 2012 - July 2014
State of Maine June 2011 - July 2012
UBS August 2010 - June 2011
State of Wisconsin May 2009 - August 2010
AstraZeneca Pharmaceuticals April 2008 - May 2009
Johnson & Johnson 2004 - 2006
Skills
Government, Process Improvement, Leadership, Project Management, Management, Program Management, Security, Requirements Analysis, Strategic Planning, Project Planning, Negotiation, Team Building, Policy, Integration, Analysis, Change Management, Data Migration, Business Analysis, SDLC
Education
Fairleigh Dickinson University 1986 — 1992
Bachelor of Science (BS), Computer Science
New York City Department of Health and Mental Hygiene February 2015 - Present
Collaborative Consulting July 2014 - January 2015
Commonwealth of Pennsylvania July 2012 - July 2014
State of Maine June 2011 - July 2012
UBS August 2010 - June 2011
State of Wisconsin May 2009 - August 2010
AstraZeneca Pharmaceuticals April 2008 - May 2009
Johnson & Johnson 2004 - 2006
Skills
Government, Process Improvement, Leadership, Project Management, Management, Program Management, Security, Requirements Analysis, Strategic Planning, Project Planning, Negotiation, Team Building, Policy, Integration, Analysis, Change Management, Data Migration, Business Analysis, SDLC
Education
Fairleigh Dickinson University 1986 — 1992
Bachelor of Science (BS), Computer Science
Allison Klarman's UBS Experience July 2012 - January 2014
Job Vice President of Business Development at Magnetic Marketing
Industry Marketing and Advertising
Experience
Magnetic Marketing Internet Marketing Services July 2014 - Present
CSI globalVCard February 2014 - August 2014
UBS July 2012 - January 2014
Stoneybrook April 2011 - July 2012
Eddie Bauer November 2010 - April 2011
P.F. Chang's China Bistro May 2010 - January 2011
Team Catipult December 2009 - February 2010
Thompson Creek Manufacturing December 2008 - August 2009
Hallmark Cards May 2008 - December 2008
Skills
Leadership, Customer Service, Sales, Microsoft Excel, Management, Time Management, PowerPoint, Microsoft Office, Marketing, Market Research, Finance, Financial Analysis, Team Building, Facebook, Project Management, Project Planning, Microsoft Word, Project Analysis, Social Networking, Search Engine Marketing, Google Adwords, Google Analytics, Bing, PPC Bid Management, Sales Management, Business Process..., SEM, PPC, Account Management, Direct Sales, Customer Satisfaction, Sales Presentations, Strategy, Investments, Analysis, Team Leadership, Outlook, Process Improvement, Public Speaking, Strategic Planning, Leadership Development, Windows, Risk Management, Business Development, Strategic Partnerships, Event Management, Social Media, Social Media Marketing, Marketing Strategy, B2B
Education
Florida Gulf Coast University 2009 — 2012
Bachelor of Science Degree, Business; Finance
Anne Arundel Community College 2008 — 2009
Associate's degree, Accounting and Finance
Magnetic Marketing Internet Marketing Services July 2014 - Present
CSI globalVCard February 2014 - August 2014
UBS July 2012 - January 2014
Stoneybrook April 2011 - July 2012
Eddie Bauer November 2010 - April 2011
P.F. Chang's China Bistro May 2010 - January 2011
Team Catipult December 2009 - February 2010
Thompson Creek Manufacturing December 2008 - August 2009
Hallmark Cards May 2008 - December 2008
Skills
Leadership, Customer Service, Sales, Microsoft Excel, Management, Time Management, PowerPoint, Microsoft Office, Marketing, Market Research, Finance, Financial Analysis, Team Building, Facebook, Project Management, Project Planning, Microsoft Word, Project Analysis, Social Networking, Search Engine Marketing, Google Adwords, Google Analytics, Bing, PPC Bid Management, Sales Management, Business Process..., SEM, PPC, Account Management, Direct Sales, Customer Satisfaction, Sales Presentations, Strategy, Investments, Analysis, Team Leadership, Outlook, Process Improvement, Public Speaking, Strategic Planning, Leadership Development, Windows, Risk Management, Business Development, Strategic Partnerships, Event Management, Social Media, Social Media Marketing, Marketing Strategy, B2B
Education
Florida Gulf Coast University 2009 — 2012
Bachelor of Science Degree, Business; Finance
Anne Arundel Community College 2008 — 2009
Associate's degree, Accounting and Finance
Allison Land's UBS Experience March 2015 - Present
Job HR Employee Advisor, Authorized Officer at UBS
Industry Human Resources
Experience
UBS March 2015 - Present
UBS August 2013 - Present
Spirit Delivery & Distribution April 2010 - August 2013
Harper's Bazaar January 2013 - May 2013
Hearst Magazines August 2012 - December 2012
Skills
Customer Service, Human Resources, Microsoft Office, Customer Satisfaction, Problem Solving, Time Management, Telephone Skills, Microsoft Word, PowerPoint, Photography, Outlook, Photoshop, Digital Photography, Mac, Social Media, Adobe Creative Suite, Writing, InDesign, Windows, French, Adobe Acrobat, OS X, Editing, Fashion, Art, Blogging, Dreamweaver
Education
New Jersey Institute of Technology 2010 — 2013
Bachelor of Arts (B.A.), Communication & Media
Fashion Institute of Technology 2008 — 2009
Photography
UBS March 2015 - Present
UBS August 2013 - Present
Spirit Delivery & Distribution April 2010 - August 2013
Harper's Bazaar January 2013 - May 2013
Hearst Magazines August 2012 - December 2012
Skills
Customer Service, Human Resources, Microsoft Office, Customer Satisfaction, Problem Solving, Time Management, Telephone Skills, Microsoft Word, PowerPoint, Photography, Outlook, Photoshop, Digital Photography, Mac, Social Media, Adobe Creative Suite, Writing, InDesign, Windows, French, Adobe Acrobat, OS X, Editing, Fashion, Art, Blogging, Dreamweaver
Education
New Jersey Institute of Technology 2010 — 2013
Bachelor of Arts (B.A.), Communication & Media
Fashion Institute of Technology 2008 — 2009
Photography
Amy Burkhardt / McLoughlin Amy Burkhardt / McLoughlin's UBS Experience April 2005 - March 2007
Job Client Service Associate
Industry Insurance
Experience
Exceptional Risk Advisors, LLC April 2012 - April 2014
WestwoodCommunity Schools October 2009 - April 2012
Morgan Stanley November 2008 - September 2009
Goldman Sachs September 2007 - April 2009
Arch Insurance Group March 2007 - May 2007
UBS April 2005 - March 2007
Morgan Stanley July 2000 - February 2005
Skills
Administrative..., Microsoft Excel, Microsoft Office, Insurance, Finance, Mutual Funds, Office Administration, Administrative Work, Social Media
Education
Fashion Institute of Technology 1995 — 1999
Bachelor of Fine Arts, Jewelry Design/Antique Restoration
State University of New York, Fashion Institute of Technology
B.F.A.
Exceptional Risk Advisors, LLC April 2012 - April 2014
WestwoodCommunity Schools October 2009 - April 2012
Morgan Stanley November 2008 - September 2009
Goldman Sachs September 2007 - April 2009
Arch Insurance Group March 2007 - May 2007
UBS April 2005 - March 2007
Morgan Stanley July 2000 - February 2005
Skills
Administrative..., Microsoft Excel, Microsoft Office, Insurance, Finance, Mutual Funds, Office Administration, Administrative Work, Social Media
Education
Fashion Institute of Technology 1995 — 1999
Bachelor of Fine Arts, Jewelry Design/Antique Restoration
State University of New York, Fashion Institute of Technology
B.F.A.
Andre Chung Andre Chung's UBS Experience January 2008 - Present
Job Associate Director at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2008 - Present
Education
Florida International University
Bachelor of Arts (B.A.), Sociology and Anthropology
UBS January 2008 - Present
Education
Florida International University
Bachelor of Arts (B.A.), Sociology and Anthropology
Caitlyn Marcus's UBS Experience April 2012 - October 2012
Job The Marcus Team
Industry Banking
Experience
Luxury Mortgage Corp January 2015 - Present
PMAC Lending Services Inc. September 2013 - January 2015
WCS Lending August 2012 - September 2013
UBS April 2012 - October 2012
Morgan Stanley Smith Barney March 2009 - April 2012
WCS Lending 2006 - 2009
Skills
Series 7, Series 66, Mortgage Lending, Mortgage Banking, Residential Mortgages, NMLS Licensed, Portfolio Management, Series 63, Uniform Combined State..., Investments, Finance, Loan Origination, Credit, Credit Analysis, Banking, Refinance, FHA, Loans, Wealth Management, VA loans, Reverse Mortgages, USDA
Education
Florida State University - College of Business 2001 — 2005
BS, Finance
Luxury Mortgage Corp January 2015 - Present
PMAC Lending Services Inc. September 2013 - January 2015
WCS Lending August 2012 - September 2013
UBS April 2012 - October 2012
Morgan Stanley Smith Barney March 2009 - April 2012
WCS Lending 2006 - 2009
Skills
Series 7, Series 66, Mortgage Lending, Mortgage Banking, Residential Mortgages, NMLS Licensed, Portfolio Management, Series 63, Uniform Combined State..., Investments, Finance, Loan Origination, Credit, Credit Analysis, Banking, Refinance, FHA, Loans, Wealth Management, VA loans, Reverse Mortgages, USDA
Education
Florida State University - College of Business 2001 — 2005
BS, Finance
Michele Rawdon Michele Rawdon's UBS Experience February 1999 - January 2001
Job Senior Investment Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2001 - Present
UBS February 1999 - January 2001
Dreman Value Management March 1998 - February 1999
Education
Fairleigh Dickinson University
University of North Carolina at Chapel Hill
RBC Wealth Management January 2001 - Present
UBS February 1999 - January 2001
Dreman Value Management March 1998 - February 1999
Education
Fairleigh Dickinson University
University of North Carolina at Chapel Hill
Sterling Zerbe's UBS Experience March 2012 - Present
Job Director, Branch Manager at UBS Financial Services
Industry Financial Services
Experience
UBS March 2012 - Present
Morgan Stanley October 2000 - March 2012
JC Bradford December 1996 - October 2000
Interstate Johnson Lane July 1991 - December 1996
Dean Witter 1988 - 1991
Skills
Series 7, Series 65, Series 3, FINRA, Series 9, Series 10
Education
Florida State University
Pensacola Junior College
UBS March 2012 - Present
Morgan Stanley October 2000 - March 2012
JC Bradford December 1996 - October 2000
Interstate Johnson Lane July 1991 - December 1996
Dean Witter 1988 - 1991
Skills
Series 7, Series 65, Series 3, FINRA, Series 9, Series 10
Education
Florida State University
Pensacola Junior College
Maikel Delgado Maikel Delgado's UBS Experience November 1999 - April 2002
Job President at Employee Care Inc.
Industry Human Resources
Experience
SOI February 2011 - September 2011
Progressive Employer Services September 2007 - February 2011
ADP May 2004 - September 2007
Enterprise Rent-A-Car April 2002 - May 2004
UBS November 1999 - April 2002
Skills
Payroll Administration, Benefits, Payroll, Payroll Processing, Workers Compensation, HR Consulting, PEO, HR Solutions, Human Resources, Employee Benefits, Employee Leasing, Small Business, Management, Cold Calling, Customer Service, COBRA, Entrepreneurship, Recruiting, Personnel Management, Leadership Development, Hiring, Onboarding, Strategic Planning, Deferred Compensation, HRO, Performance Management, Talent Management, Benefits Administration, Payroll Taxes, Time Management, 401k, Employee Engagement, Consulting, Leadership, Team Building, HRIS, Training, Outsourcing, Sales, Coaching, Organizational..., Employee Relations, Selling, Networking, Interviews, Talent Acquisition, Temporary Placement, New Hire Orientations
Education
Florida International University - College of Business 1996 — 2002
Business Administration, Management and International Business
Miami Coral Park Senior High 1994 — 1996
Bachelor of Science (BS), Business Administration and Management, General
SOI February 2011 - September 2011
Progressive Employer Services September 2007 - February 2011
ADP May 2004 - September 2007
Enterprise Rent-A-Car April 2002 - May 2004
UBS November 1999 - April 2002
Skills
Payroll Administration, Benefits, Payroll, Payroll Processing, Workers Compensation, HR Consulting, PEO, HR Solutions, Human Resources, Employee Benefits, Employee Leasing, Small Business, Management, Cold Calling, Customer Service, COBRA, Entrepreneurship, Recruiting, Personnel Management, Leadership Development, Hiring, Onboarding, Strategic Planning, Deferred Compensation, HRO, Performance Management, Talent Management, Benefits Administration, Payroll Taxes, Time Management, 401k, Employee Engagement, Consulting, Leadership, Team Building, HRIS, Training, Outsourcing, Sales, Coaching, Organizational..., Employee Relations, Selling, Networking, Interviews, Talent Acquisition, Temporary Placement, New Hire Orientations
Education
Florida International University - College of Business 1996 — 2002
Business Administration, Management and International Business
Miami Coral Park Senior High 1994 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Paul Neel Paul Neel's UBS Experience February 2011 - Present
Job OTC Equities Operations Specialist
Industry Financial Services
Experience
UBS February 2011 - Present
B/E Aerospace June 2010 - December 2010
Oklahoma State University June 2008 - June 2009
Oklahoma State University August 2008 - May 2009
Shivani Air September 2007 - April 2008
Skills
Microsoft Excel
Education
Florida International University - College of Business 2009 — 2010
Master, Finance
Florida International University - College of Business 2009 — 2010
MBA
UBS February 2011 - Present
B/E Aerospace June 2010 - December 2010
Oklahoma State University June 2008 - June 2009
Oklahoma State University August 2008 - May 2009
Shivani Air September 2007 - April 2008
Skills
Microsoft Excel
Education
Florida International University - College of Business 2009 — 2010
Master, Finance
Florida International University - College of Business 2009 — 2010
MBA
Clint Braswell Clint Braswell's UBS Experience October 2007 - January 2009
Job Senior Partner at Courtney & Braswell Financial Group, LLC
Industry Financial Services
Experience
Courtney & Braswell Financial Group, LLC April 2015 - Present
VALIC January 2012 - March 2015
Accent Technologies February 2009 - December 2010
UBS October 2007 - January 2009
A.G. Edwards & Sons, Inc. August 2006 - October 2007
Education
Florida State University 1984 — 1987
Master of Science (MS), Computer Science
Florida State University - College of Business 1980 — 1982
BS, Business/Marketing
Courtney & Braswell Financial Group, LLC April 2015 - Present
VALIC January 2012 - March 2015
Accent Technologies February 2009 - December 2010
UBS October 2007 - January 2009
A.G. Edwards & Sons, Inc. August 2006 - October 2007
Education
Florida State University 1984 — 1987
Master of Science (MS), Computer Science
Florida State University - College of Business 1980 — 1982
BS, Business/Marketing
Robert Mendeles Robert Mendeles's UBS Experience 1993 - 1999
Job Director at Arbor Realty Trust
Industry Financial Services
Experience
Arbor Realty Trust December 2010 - Present
Greystone March 2010 - December 2010
Longview Financial Group September 2008 - March 2010
Boone Opportunity Lenders August 2008 - June 2009
Comvest Capital June 2006 - October 2008
Laurus Capital Management 2004 - 2006
Trenwith Group, LLC 2003 - 2004
CIBC 1999 - 2001
UBS 1993 - 1999
Chase Manhattan Corporation 1982 - 1992
Skills
Financial Structuring, CMBS, Financial Risk, Mezzanine, Asset Management
Education
Chase Credit Training Program 1985 — 1986
Finance
Fordham Gabelli School of Business 1984 — 1986
MBA, Finance
Queens College 1979 — 1982
BA, Economics, Political Science
Arbor Realty Trust December 2010 - Present
Greystone March 2010 - December 2010
Longview Financial Group September 2008 - March 2010
Boone Opportunity Lenders August 2008 - June 2009
Comvest Capital June 2006 - October 2008
Laurus Capital Management 2004 - 2006
Trenwith Group, LLC 2003 - 2004
CIBC 1999 - 2001
UBS 1993 - 1999
Chase Manhattan Corporation 1982 - 1992
Skills
Financial Structuring, CMBS, Financial Risk, Mezzanine, Asset Management
Education
Chase Credit Training Program 1985 — 1986
Finance
Fordham Gabelli School of Business 1984 — 1986
MBA, Finance
Queens College 1979 — 1982
BA, Economics, Political Science
JANE DOROGOYER JANE DOROGOYER's UBS Experience February 2015 - Present
Job Email Designer at UBS
Industry Design
Experience
UBS February 2015 - Present
etouches February 2014 - January 2015
Saatchi & Saatchi September 2013 - February 2014
ClearBridge Investments 2006 - August 2013
Legg Mason 2005 - 2006
Citigroup Asset Management 2000 - 2005
Skills
Graphic Design, Web Design, Brand Development, Advertising, Digital Marketing, Photoshop, Creative Direction, Editing, Market Research, Brochures, PowerPoint, HTML, Marketing, Project Management, Marketing Communications, Marketing Strategy, Financial Services, Portfolio Management, User Experience, Dreamweaver, WordPress, SEO, Illustrator, Newsletters, Information Architecture, Email Marketing, Content Management, Social Media Marketing, Video Production, Microsoft Office, Copywriting, Adobe Creative Suite, JavaScript, Adobe Acrobat, Social Media, Content Development, Integrated Marketing, Blogging, Digital Strategy, Digital Media, Web Development, New Media, E-commerce, Direct Marketing, Final Cut Pro, HTML emails, Template Building, Template Creation, Facebook, UI/UX
Education
Fashion Institute of Technology
New York Film Academy
Polytechnic Institute
Tel-Aviv University
UBS February 2015 - Present
etouches February 2014 - January 2015
Saatchi & Saatchi September 2013 - February 2014
ClearBridge Investments 2006 - August 2013
Legg Mason 2005 - 2006
Citigroup Asset Management 2000 - 2005
Skills
Graphic Design, Web Design, Brand Development, Advertising, Digital Marketing, Photoshop, Creative Direction, Editing, Market Research, Brochures, PowerPoint, HTML, Marketing, Project Management, Marketing Communications, Marketing Strategy, Financial Services, Portfolio Management, User Experience, Dreamweaver, WordPress, SEO, Illustrator, Newsletters, Information Architecture, Email Marketing, Content Management, Social Media Marketing, Video Production, Microsoft Office, Copywriting, Adobe Creative Suite, JavaScript, Adobe Acrobat, Social Media, Content Development, Integrated Marketing, Blogging, Digital Strategy, Digital Media, Web Development, New Media, E-commerce, Direct Marketing, Final Cut Pro, HTML emails, Template Building, Template Creation, Facebook, UI/UX
Education
Fashion Institute of Technology
New York Film Academy
Polytechnic Institute
Tel-Aviv University
Pamela Schaefer, PMP's UBS Experience June 1998 - May 2001
Job Senior Program Manager and Relationship Manager
Industry Investment Management
Experience
BlackRock Solutions October 2008 - Present
J.P. Morgan September 2005 - September 2008
Credit Suisse July 2001 - September 2005
UBS June 1998 - May 2001
Skills
Asset Management, Relationship Management, Fixed Income, Project Management, Business Process, Business Analysis, Equities, Portfolio Management, Capital Markets
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
MBA, International Finance
Lafayette College 1984 — 1988
BA, International Affairs and History
BlackRock Solutions October 2008 - Present
J.P. Morgan September 2005 - September 2008
Credit Suisse July 2001 - September 2005
UBS June 1998 - May 2001
Skills
Asset Management, Relationship Management, Fixed Income, Project Management, Business Process, Business Analysis, Equities, Portfolio Management, Capital Markets
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
MBA, International Finance
Lafayette College 1984 — 1988
BA, International Affairs and History
Ed Franzone Ed Franzone's UBS Experience 1999 - 2005
Job Executive Coach and Leadership Development Consultant
Industry Management Consulting
Experience
Ed Franzone Consulting LLC 2015 - Present
Lee Hecht Harrison 2015 - Present
BD 2005 - 2015
UBS 1999 - 2005
PSEG Global 1993 - 1998
Fuji Bank 1988 - 1993
Skills
Talent Management, Leadership Development, Performance Management, Coaching, Change Management, Employee Training, Organizational..., Management, Career Development
Education
Fielding Graduate Institute
Master's Degree, Organizational Development
Saint John's University
Master of Business Administration (MBA)
Saint John's University
Bachelor of Science (B.S.), Finance
Ed Franzone Consulting LLC 2015 - Present
Lee Hecht Harrison 2015 - Present
BD 2005 - 2015
UBS 1999 - 2005
PSEG Global 1993 - 1998
Fuji Bank 1988 - 1993
Skills
Talent Management, Leadership Development, Performance Management, Coaching, Change Management, Employee Training, Organizational..., Management, Career Development
Education
Fielding Graduate Institute
Master's Degree, Organizational Development
Saint John's University
Master of Business Administration (MBA)
Saint John's University
Bachelor of Science (B.S.), Finance
Calixto (Cachi) Garcia-Velez IV Calixto (Cachi) Garcia-Velez IV's UBS Experience August 2013 - December 2013
Job Private Client Risk Advisor
Industry Financial Services
Experience
Celedinas Insurance Group March 2015 - Present
Mckernan Financial Group August 2014 - March 2015
UBS August 2013 - December 2013
Casa de Campo March 2013 - June 2013
Global Tower Partners September 2008 - May 2009
Skills
Finance, Financial Analysis, Risk Management, Insurance, Investments, Customer Service
Education
Florida Atlantic University 2008 — 2013
Bachelor's degree, Business Administration and Management
Celedinas Insurance Group March 2015 - Present
Mckernan Financial Group August 2014 - March 2015
UBS August 2013 - December 2013
Casa de Campo March 2013 - June 2013
Global Tower Partners September 2008 - May 2009
Skills
Finance, Financial Analysis, Risk Management, Insurance, Investments, Customer Service
Education
Florida Atlantic University 2008 — 2013
Bachelor's degree, Business Administration and Management
Nadine Wilkes, CFP Nadine Wilkes, CFP's UBS Experience April 1989 - July 2008
Job Managing Partner, Weinstein Wilkes Financial Group, LLC
Industry Financial Services
Experience
Weinstein Wilkes Financial Group, LLC. August 2008 - Present
UBS April 1989 - July 2008
Merrill Lynch October 1982 - April 1989
Skills
Retirement Planning, Investments, Asset Allocation, Financial Advisory, Estate Planning, Portfolio Management, Securities, Finance, Wealth Management, Wealth Management..., Retirement, Certified Financial..., Mutual Funds, Investment Advisory, IRAs, Public Speaking, Team Building, Financial Goals, Risk Management, Series 7, Investment Strategies, Uniform Combined State..., Management, Leadership, Insurance, Series 63, Financial Modeling, ETFs, Series 65, Alternative Investments, Wealth, Investment Management
Education
Florida State University 1978 — 1980
Bachelor of Science, Marketing
Polk Community College 1977 — 1979
Associate of Arts, Business
Weinstein Wilkes Financial Group, LLC. August 2008 - Present
UBS April 1989 - July 2008
Merrill Lynch October 1982 - April 1989
Skills
Retirement Planning, Investments, Asset Allocation, Financial Advisory, Estate Planning, Portfolio Management, Securities, Finance, Wealth Management, Wealth Management..., Retirement, Certified Financial..., Mutual Funds, Investment Advisory, IRAs, Public Speaking, Team Building, Financial Goals, Risk Management, Series 7, Investment Strategies, Uniform Combined State..., Management, Leadership, Insurance, Series 63, Financial Modeling, ETFs, Series 65, Alternative Investments, Wealth, Investment Management
Education
Florida State University 1978 — 1980
Bachelor of Science, Marketing
Polk Community College 1977 — 1979
Associate of Arts, Business
Jack Stanford's UBS Experience June 2014 - August 2014
Job Intern at Association for Diplomatic Studies and Training
Industry International Affairs
Experience
Association for Diplomatic Studies and Training September 2015 - Present
U.S. Department of State June 2015 - August 2015
Jacksonville Armada FC January 2015 - June 2015
Smith Hulsey & Busey March 2015 - April 2015
Florida State University January 2011 - December 2014
UBS June 2014 - August 2014
Deerwood Country Club June 2011 - August 2011
Safeguard Business Systems October 2010 - December 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Economics, Social Media, Outlook, Teamwork, Public Speaking, Social Networking, Research, Customer Service, Leadership, Time Management, Editing, Facebook, Blogging, Data Analysis
Education
Florida State University 2011 — 2014
Bachelor of Science (B.S.), International Relations and Affairs
Association for Diplomatic Studies and Training September 2015 - Present
U.S. Department of State June 2015 - August 2015
Jacksonville Armada FC January 2015 - June 2015
Smith Hulsey & Busey March 2015 - April 2015
Florida State University January 2011 - December 2014
UBS June 2014 - August 2014
Deerwood Country Club June 2011 - August 2011
Safeguard Business Systems October 2010 - December 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Economics, Social Media, Outlook, Teamwork, Public Speaking, Social Networking, Research, Customer Service, Leadership, Time Management, Editing, Facebook, Blogging, Data Analysis
Education
Florida State University 2011 — 2014
Bachelor of Science (B.S.), International Relations and Affairs
Samantha Sullivan, MBA's UBS Experience June 2013 - June 2015
Job Vice President/Research & Portfolio Management at Las Olas Capital Advisors
Industry Financial Services
Experience
Las Olas Capital Advisors August 2015 - Present
UBS Wealth Management June 2015 - August 2015
UBS June 2013 - June 2015
UBS July 2012 - June 2013
Morgan Stanley Smith Barney September 2011 - December 2011
Education
Nova Southeastern University 2011 — 2013
Master of Business Administration
Florida State University 2007 — 2011
Bachelor of Science
Pine Crest Preparatory School 2004 — 2007
Las Olas Capital Advisors August 2015 - Present
UBS Wealth Management June 2015 - August 2015
UBS June 2013 - June 2015
UBS July 2012 - June 2013
Morgan Stanley Smith Barney September 2011 - December 2011
Education
Nova Southeastern University 2011 — 2013
Master of Business Administration
Florida State University 2007 — 2011
Bachelor of Science
Pine Crest Preparatory School 2004 — 2007
Christine Meudt's UBS Experience March 2005 - March 2010
Job Manager, Marketing, Client Communications at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2011 - Present
UBS March 2005 - March 2010
UBS February 2000 - June 2004
UBS August 1997 - February 2000
Financial Modeling Concepts 1994 - 1997
DecisionBase Resources 1993 - 1994
Skills
Strategy, Project Management, Marketing, Integrated Marketing, Project Planning, Public Speaking, Leadership, Coaching, Advertising, System Administration, Microsoft Excel, Recruiting, Graphic Design, Social Media Marketing, Marketing Communications, Cross-functional Team..., Strategic Planning, CRM, Human Resources, Analysis, Sales, Budgets, Interviews, Vendor Management, Program Management
Education
Florida State University
BS, Industrial/Organizational Psychology
TD Ameritrade August 2011 - Present
UBS March 2005 - March 2010
UBS February 2000 - June 2004
UBS August 1997 - February 2000
Financial Modeling Concepts 1994 - 1997
DecisionBase Resources 1993 - 1994
Skills
Strategy, Project Management, Marketing, Integrated Marketing, Project Planning, Public Speaking, Leadership, Coaching, Advertising, System Administration, Microsoft Excel, Recruiting, Graphic Design, Social Media Marketing, Marketing Communications, Cross-functional Team..., Strategic Planning, CRM, Human Resources, Analysis, Sales, Budgets, Interviews, Vendor Management, Program Management
Education
Florida State University
BS, Industrial/Organizational Psychology
Michael Pagano Michael Pagano's UBS Experience June 2015 - August 2015
Job Wealth Management Intern at UBS Financial Services NYC
Industry International Trade and Development
Experience
Florida Institute of Technology August 2014 - Present
Captain June 2013 - Present
UBS June 2015 - August 2015
Sotto Sopra Restaurant May 2015 - July 2015
Ports America May 2014 - August 2014
Seacoast Enterprises June 2010 - August 2013
Dickinson Landscaping June 2010 - September 2010
Bermuda Bikes + June 2009 - September 2009
Skills
Management, Teamwork, Leadership, Product Development, Inventory Management, Project Team Management, Automotive Design, Microsoft Office, PowerPoint, Customer Service, Automotive, AutoCAD, Social Media, Team Leadership, Public Speaking, Marketing, Accounting, Microsoft Excel, Microsoft Word, Solidworks, Manufacturing, Analysis, Project Planning, Project Management, Engineering, Sales, Organization Skills, Organizational..., Time Management, Financial Accounting, Emerging Markets, Communication, Cross Cultural..., Cross-cultural Teams, International Relations, International Project..., International Business, Business Strategy, Business Analysis, Team Building, Event Planning, Supply Chain Management, Supplier Sourcing, Sponsorship, Sponsorship Relations, Negotiation, Motorsports, Motorsports Marketing, Marine Operations, Windchill
Education
Florida Institute of Technology 2013 — 2015
Global Business Management & Finance, 3.3
Ohio University 2011 — 2013
Engineering Technology and Management
Florida Institute of Technology August 2014 - Present
Captain June 2013 - Present
UBS June 2015 - August 2015
Sotto Sopra Restaurant May 2015 - July 2015
Ports America May 2014 - August 2014
Seacoast Enterprises June 2010 - August 2013
Dickinson Landscaping June 2010 - September 2010
Bermuda Bikes + June 2009 - September 2009
Skills
Management, Teamwork, Leadership, Product Development, Inventory Management, Project Team Management, Automotive Design, Microsoft Office, PowerPoint, Customer Service, Automotive, AutoCAD, Social Media, Team Leadership, Public Speaking, Marketing, Accounting, Microsoft Excel, Microsoft Word, Solidworks, Manufacturing, Analysis, Project Planning, Project Management, Engineering, Sales, Organization Skills, Organizational..., Time Management, Financial Accounting, Emerging Markets, Communication, Cross Cultural..., Cross-cultural Teams, International Relations, International Project..., International Business, Business Strategy, Business Analysis, Team Building, Event Planning, Supply Chain Management, Supplier Sourcing, Sponsorship, Sponsorship Relations, Negotiation, Motorsports, Motorsports Marketing, Marine Operations, Windchill
Education
Florida Institute of Technology 2013 — 2015
Global Business Management & Finance, 3.3
Ohio University 2011 — 2013
Engineering Technology and Management
Alvin V. Spencer Jr. Alvin V. Spencer Jr.'s UBS Experience October 2002 - August 2007
Job Managing Director Market Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2014 - Present
Wells Fargo Advisors, LLC October 2007 - April 2014
UBS October 2002 - August 2007
Merrill Lynch November 1993 - October 2002
Education
Ferris State University
Bachelor’s Degree, Business Administration
Wells Fargo Advisors, LLC April 2014 - Present
Wells Fargo Advisors, LLC October 2007 - April 2014
UBS October 2002 - August 2007
Merrill Lynch November 1993 - October 2002
Education
Ferris State University
Bachelor’s Degree, Business Administration
Clifford Cook Clifford Cook's UBS Experience September 1997 - February 2005
Job Senior Investment Executive, Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services July 2015 - Present
Raymond James and Associates February 2005 - July 2015
UBS September 1997 - February 2005
Skills
Mutual Funds, Retirement Planning, Securities, Investments, Loans, Nonprofits, Portfolio Management, Commercial Lending, Wealth Management, Financial Advisory, Leadership, Finance, Public Speaking, Asset Allocation, Investment Advisory, Strategic Financial..., Banking, Risk Management, Financial Analysis, Financial Services, Mortgage Lending, Fixed Income, Bonds, IRAs, Insurance
Education
Florida State University 1976 — 1979
Bachelor of Science, Criminology/English
Miami Dade College 1975 — 1976
Associates Degree
Middle Tennessee State University 1974 — 1975
general studies
LSP '06
Raymond James Financial Services July 2015 - Present
Raymond James and Associates February 2005 - July 2015
UBS September 1997 - February 2005
Skills
Mutual Funds, Retirement Planning, Securities, Investments, Loans, Nonprofits, Portfolio Management, Commercial Lending, Wealth Management, Financial Advisory, Leadership, Finance, Public Speaking, Asset Allocation, Investment Advisory, Strategic Financial..., Banking, Risk Management, Financial Analysis, Financial Services, Mortgage Lending, Fixed Income, Bonds, IRAs, Insurance
Education
Florida State University 1976 — 1979
Bachelor of Science, Criminology/English
Miami Dade College 1975 — 1976
Associates Degree
Middle Tennessee State University 1974 — 1975
general studies
LSP '06
Carlos Nogues Carlos Nogues's UBS Experience June 2015 - August 2015
Job Summer Analyst at UBS
Industry Financial Services
Experience
UBS June 2015 - August 2015
Sponsors for Educational Opportunity April 2015 - August 2015
Eastern Insurance Group Inc. April 2012 - May 2015
Skills
Banking, Credit, Customer Service, Financial Analysis, Microsoft Excel, Loans, Retail Banking, Microsoft Office, Mutual Funds, Access, Finance, Process Improvement, Investments, Financial Services, Portfolio Management, Microsoft Word, Outlook, PowerPoint, Risk Management
Education
Florida International University 2011 — 2015
Bachelor's Degree, Finance, GPA - 3.8
UBS June 2015 - August 2015
Sponsors for Educational Opportunity April 2015 - August 2015
Eastern Insurance Group Inc. April 2012 - May 2015
Skills
Banking, Credit, Customer Service, Financial Analysis, Microsoft Excel, Loans, Retail Banking, Microsoft Office, Mutual Funds, Access, Finance, Process Improvement, Investments, Financial Services, Portfolio Management, Microsoft Word, Outlook, PowerPoint, Risk Management
Education
Florida International University 2011 — 2015
Bachelor's Degree, Finance, GPA - 3.8
Conley Thornhill's UBS Experience June 2008 - Present
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS June 2008 - Present
Skills
Certified Financial..., Certified Investment..., Registered Investment...
Education
Florida State University 1977 — 1981
Bachelor's degree, Finance and Financial Management Services
Marion Military Institute , class of 77
UBS June 2008 - Present
Skills
Certified Financial..., Certified Investment..., Registered Investment...
Education
Florida State University 1977 — 1981
Bachelor's degree, Finance and Financial Management Services
Marion Military Institute , class of 77
Silvia Atanasova Silvia Atanasova's UBS Experience February 2015 - Present
Job Executive Team Assistant and Branch Technology Liaison at UBS
Industry Financial Services
Experience
UBS February 2015 - Present
Wells Fargo Advisors April 2014 - January 2015
Wells Fargo Advisors April 2014 - January 2015
UBS Wealth Management April 2011 - April 2014
Skills
Series 7, Series 66, 2-15 Insurance Licensed
Education
Florida Atlantic University
Bachelor's degree, Accounting
UBS February 2015 - Present
Wells Fargo Advisors April 2014 - January 2015
Wells Fargo Advisors April 2014 - January 2015
UBS Wealth Management April 2011 - April 2014
Skills
Series 7, Series 66, 2-15 Insurance Licensed
Education
Florida Atlantic University
Bachelor's degree, Accounting
Robert D. Vascellaro Robert D. Vascellaro's UBS Experience September 2010 - Present
Job COO Americas Operations
Industry Financial Services
Experience
UBS September 2010 - Present
UBS Wealth Management September 2007 - October 2010
UBS Wealth Management July 2005 - September 2007
UBS Wealth Management January 2000 - July 2005
Skills
Fixed Income, Equities, Investments, Business Analysis, Due Diligence, Funding, Financial Reporting, Analysis, Management, Recruiting, Process Engineering, Acquisitions, Quality Control, Policy Analysis, Investment Management, Alternative Investments, Hedge Funds, Securities, Portfolio Management, Asset Managment
Education
Fordham Gabelli School of Business
Masters, Business Administration; Finance
State University of New York at New Paltz 1980 — 1985
Bachelor of Arts, Economics
UBS September 2010 - Present
UBS Wealth Management September 2007 - October 2010
UBS Wealth Management July 2005 - September 2007
UBS Wealth Management January 2000 - July 2005
Skills
Fixed Income, Equities, Investments, Business Analysis, Due Diligence, Funding, Financial Reporting, Analysis, Management, Recruiting, Process Engineering, Acquisitions, Quality Control, Policy Analysis, Investment Management, Alternative Investments, Hedge Funds, Securities, Portfolio Management, Asset Managment
Education
Fordham Gabelli School of Business
Masters, Business Administration; Finance
State University of New York at New Paltz 1980 — 1985
Bachelor of Arts, Economics
Paul LePage II's UBS Experience March 2013 - October 2013
Job Associate Project Manager at MaineHealth
Industry Hospital & Health Care
Experience
MaineHealth October 2014 - Present
athenahealth November 2013 - October 2014
UBS March 2013 - October 2013
The Pier Patio Pub February 2011 - February 2013
LePage for Governor Campaign October 2010 - January 2011
Skills
PowerPoint, Leadership, Microsoft Excel, Customer Service, Recruiting, Management, Microsoft Office, Budgets, Finance, Marketing, Public Speaking, Microsoft Word, Research, English, Outlook, Windows, Teaching, Lean Six Sigma, Revenue Cycle Management, Project Planning, Project Management, Process Improvement
Education
Nova Southeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Florida State University - College of Business 2009 — 2011
Bachelor of Science (B.S.), Accounting and Finance
MaineHealth October 2014 - Present
athenahealth November 2013 - October 2014
UBS March 2013 - October 2013
The Pier Patio Pub February 2011 - February 2013
LePage for Governor Campaign October 2010 - January 2011
Skills
PowerPoint, Leadership, Microsoft Excel, Customer Service, Recruiting, Management, Microsoft Office, Budgets, Finance, Marketing, Public Speaking, Microsoft Word, Research, English, Outlook, Windows, Teaching, Lean Six Sigma, Revenue Cycle Management, Project Planning, Project Management, Process Improvement
Education
Nova Southeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Florida State University - College of Business 2009 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Stephanie Contreras Stephanie Contreras's UBS Experience June 2011 - August 2011
Job Staffing Coordinator at HealthSouth Rehabilitation
Industry Hospital & Health Care
Experience
HealthSouth April 2013 - Present
Suburban Subaru of Stuart February 2012 - March 2013
Miller, Crosby & Miller, P.A. August 2011 - December 2011
UBS June 2011 - August 2011
Wadsworth Huott, LLP May 2009 - August 2010
Florida Crystals Corporation via AppleOne Employment Agency October 2008 - May 2009
Skills
Strategy, Management, Legal Research, Marketing, Time Management, Customer Service, Microsoft Excel, Negotiation, Payroll, Proposal Writing, Sales, Mergers, PowerPoint, Leadership, Microsoft Word, Social Media, Team Building
Education
Florida Southern College 2010 — 2011
Bachelor of Science, Economics
Palm Beach State College
Associate of Arts
HealthSouth April 2013 - Present
Suburban Subaru of Stuart February 2012 - March 2013
Miller, Crosby & Miller, P.A. August 2011 - December 2011
UBS June 2011 - August 2011
Wadsworth Huott, LLP May 2009 - August 2010
Florida Crystals Corporation via AppleOne Employment Agency October 2008 - May 2009
Skills
Strategy, Management, Legal Research, Marketing, Time Management, Customer Service, Microsoft Excel, Negotiation, Payroll, Proposal Writing, Sales, Mergers, PowerPoint, Leadership, Microsoft Word, Social Media, Team Building
Education
Florida Southern College 2010 — 2011
Bachelor of Science, Economics
Palm Beach State College
Associate of Arts
Jennifer Martell Jennifer Martell's UBS Experience February 2012 - October 2012
Job Owner at Peke Chik
Industry Retail
Experience
Peke Chik July 2012 - Present
UBS February 2012 - October 2012
Citi October 2007 - February 2012
Oriental Financial Group February 2006 - October 2007
Skills
Kidswear, Fashion Buying, Merchandising, Sales, Retail, Sales Management, Customer Service, Fashion, Marketing, Financial Services, Financial Accounting
Education
Florida International University 2003 — 2005
Bachelor of Business Administration (BBA), Finance
Peke Chik July 2012 - Present
UBS February 2012 - October 2012
Citi October 2007 - February 2012
Oriental Financial Group February 2006 - October 2007
Skills
Kidswear, Fashion Buying, Merchandising, Sales, Retail, Sales Management, Customer Service, Fashion, Marketing, Financial Services, Financial Accounting
Education
Florida International University 2003 — 2005
Bachelor of Business Administration (BBA), Finance
Ekaterina (Katya) Pupko Ekaterina (Katya) Pupko's UBS Experience September 2012 - December 2012
Job Marketing Professional, MBA | ekaterinapoupko@gmail.com
Industry Marketing and Advertising
Experience
HS Ad North America September 2014 - Present
Havas Tonic 2014 - July 2014
McCann Erickson HumanCare December 2013 - March 2014
Luxottica Group September 2012 - July 2013
UBS September 2012 - December 2012
Grey Group January 2007 - September 2009
MLINER Advertising Agency November 2002 - May 2006
Skills
Account Management, Project Management, Marketing Research, Creative Concept..., Marketing Communications, Strategic Planning, Market Analysis, Marketing Strategy, Microsoft Office, PowerPoint, Word, Excel, Outlook, Analytics, SharePoint, Social Media, Product Development, Advertising, Marketing, Cross-functional Team...
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Marketing; Communications & Media
Moscow Pedagogical State University
BA, MA, Sociology
HS Ad North America September 2014 - Present
Havas Tonic 2014 - July 2014
McCann Erickson HumanCare December 2013 - March 2014
Luxottica Group September 2012 - July 2013
UBS September 2012 - December 2012
Grey Group January 2007 - September 2009
MLINER Advertising Agency November 2002 - May 2006
Skills
Account Management, Project Management, Marketing Research, Creative Concept..., Marketing Communications, Strategic Planning, Market Analysis, Marketing Strategy, Microsoft Office, PowerPoint, Word, Excel, Outlook, Analytics, SharePoint, Social Media, Product Development, Advertising, Marketing, Cross-functional Team...
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Marketing; Communications & Media
Moscow Pedagogical State University
BA, MA, Sociology
William Chase Lamson William Chase Lamson's UBS Experience June 2011 - August 2011
Job Supervisor at Decor Interiors, Inc.
Industry Internet
Experience
Decor Interiors, Inc. August 2012 - Present
Boardwalk Apartments July 2011 - August 2012
The Young Investor's Club at UCF May 2011 - April 2012
UBS June 2011 - August 2011
RedChip Companies January 2011 - April 2011
Pennington Fixed Income March 2010 - August 2010
Duffy's Sports Bar & Grill December 2008 - August 2010
J.T. Technology, Inc May 2006 - August 2009
Juice Blendz May 2007 - July 2008
Skills
PowerPoint, Microsoft Word, Bloomberg, Microsoft Excel, Financial Modeling, Investments, Financial Analysis, Valuation, Research
Education
University of Central Florida 2010 — 2012
BA, Real Estate
Florida Atlantic University 2008 — 2012
Diploma, Business Marketing and Management
Decor Interiors, Inc. August 2012 - Present
Boardwalk Apartments July 2011 - August 2012
The Young Investor's Club at UCF May 2011 - April 2012
UBS June 2011 - August 2011
RedChip Companies January 2011 - April 2011
Pennington Fixed Income March 2010 - August 2010
Duffy's Sports Bar & Grill December 2008 - August 2010
J.T. Technology, Inc May 2006 - August 2009
Juice Blendz May 2007 - July 2008
Skills
PowerPoint, Microsoft Word, Bloomberg, Microsoft Excel, Financial Modeling, Investments, Financial Analysis, Valuation, Research
Education
University of Central Florida 2010 — 2012
BA, Real Estate
Florida Atlantic University 2008 — 2012
Diploma, Business Marketing and Management
Rosemarie Rossi Rosemarie Rossi's UBS Experience March 1998 - April 2001
Job Creative Director at Bacchus Marketing
Industry Marketing and Advertising
Experience
Bacchus Marketing 2001 - Present
UBS March 1998 - April 2001
Prudential November 1992 - October 1996
Skills
Graphics, Logo Design, Brochures, Corporate Identity, Art Direction, InDesign, Advertising, Web Design, Corporate Branding, Branding & Identity, Dreamweaver, Illustrator, Newsletters
Education
Fashion Institute of Technology
Bacchus Marketing 2001 - Present
UBS March 1998 - April 2001
Prudential November 1992 - October 1996
Skills
Graphics, Logo Design, Brochures, Corporate Identity, Art Direction, InDesign, Advertising, Web Design, Corporate Branding, Branding & Identity, Dreamweaver, Illustrator, Newsletters
Education
Fashion Institute of Technology
Conor Watkins's UBS Experience May 2015 - September 2015
Job Recent Graduate of Florida State University
Industry Financial Services
Experience
UBS May 2015 - September 2015
UBS June 2014 - August 2014
UBS Wealth Management May 2012 - June 2012
Gapway Grove Corp. September 2007 - August 2010
Skills
Leadership, Recruiting, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Morningstar, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, Event Planning, Time Management, Series 7, Outlook, Investments
Education
Florida State University 2011 — 2015
Bachelor of Science (B.S.), Applied Economics
UBS May 2015 - September 2015
UBS June 2014 - August 2014
UBS Wealth Management May 2012 - June 2012
Gapway Grove Corp. September 2007 - August 2010
Skills
Leadership, Recruiting, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Morningstar, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, Event Planning, Time Management, Series 7, Outlook, Investments
Education
Florida State University 2011 — 2015
Bachelor of Science (B.S.), Applied Economics
Todd Wiltshire Todd Wiltshire's UBS Experience 1996 - 1997
Job Vice President, Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments June 2006 - Present
Credit Agricole 1999 - 2006
BCI Consulting 1997 - 1999
UBS 1996 - 1997
Morgan Stanley 1992 - 1996
ING Commercial Banking 1989 - 1992
Skills
Equities, Securities, Prime Brokerage, Fixed Income, Series 7, Electronic Trading, Hedge Funds, Alternative Investments, Equity Trading, Securities Lending, Commodity, Market Data, Middle Office, Trading, Options
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
Lafayette College 1982 — 1986
AB, Government & Law
Notre Dame International School
Fidelity Investments June 2006 - Present
Credit Agricole 1999 - 2006
BCI Consulting 1997 - 1999
UBS 1996 - 1997
Morgan Stanley 1992 - 1996
ING Commercial Banking 1989 - 1992
Skills
Equities, Securities, Prime Brokerage, Fixed Income, Series 7, Electronic Trading, Hedge Funds, Alternative Investments, Equity Trading, Securities Lending, Commodity, Market Data, Middle Office, Trading, Options
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
Lafayette College 1982 — 1986
AB, Government & Law
Notre Dame International School
Lara Michelle Dalton, CFP®'s UBS Experience November 2008 - Present
Job Registered Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley February 2008 - November 2008
Education
Florida International University 2004 — 2007
Bachelor of Business Administration (B.B.A.), International Business
Kaplan University
Certificate of Financial Planning
UBS November 2008 - Present
Morgan Stanley February 2008 - November 2008
Education
Florida International University 2004 — 2007
Bachelor of Business Administration (B.B.A.), International Business
Kaplan University
Certificate of Financial Planning
A. Powell Hill A. Powell Hill's UBS Experience June 1984 - 1990
Job na
Industry Financial Services
Experience
UBS June 1984 - 1990
DeanWitter 1981 - 1984
Education
Florida Atlantic University 1968 — 1972
BBA, Finance
UBS June 1984 - 1990
DeanWitter 1981 - 1984
Education
Florida Atlantic University 1968 — 1972
BBA, Finance
Henrique Lucena Henrique Lucena's UBS Experience August 2010 - Present
Job First Vice PresidentWealth Management at UBS
Industry Banking
Experience
UBS August 2010 - Present
Itau Private Bank International April 2007 - August 2010
BankBoston 2003 - 2007
Skills
Private Banking, Wealth Management, Portfolio Management, Investments, Banking, Series 63, Financial Markets, Series 7, Investment Banking, Bloomberg, Fixed Income, Asset Allocation, Equities, Trading, Derivatives, Securities, Alternative Investments, Capital Markets, Bonds, Structured Products, Investment Advisory, Wealth Management...
Education
University of Miami - School of Business 2005 — 2007
MBA, International Business/Finance
Florida International University - College of Business 2002 — 2004
Business, Management/Finance/International Business
Miami Dade College 2000 — 2002
AA, Business
UBS August 2010 - Present
Itau Private Bank International April 2007 - August 2010
BankBoston 2003 - 2007
Skills
Private Banking, Wealth Management, Portfolio Management, Investments, Banking, Series 63, Financial Markets, Series 7, Investment Banking, Bloomberg, Fixed Income, Asset Allocation, Equities, Trading, Derivatives, Securities, Alternative Investments, Capital Markets, Bonds, Structured Products, Investment Advisory, Wealth Management...
Education
University of Miami - School of Business 2005 — 2007
MBA, International Business/Finance
Florida International University - College of Business 2002 — 2004
Business, Management/Finance/International Business
Miami Dade College 2000 — 2002
AA, Business
Rajesh Nakadi's UBS Experience March 2014 - Present
Job Investment Management
Industry Financial Services
Experience
UBS March 2014 - Present
US Trust, Bank of America July 2009 - January 2014
Merrill Lynch 2008 - 2009
Quinlan Private 2006 - 2007
Merrill Lynch Private Banking & Investment Group 2004 - 2006
Merrill Lynch 1996 - 2006
Skills
Investments, Capital Markets, Management, Financial Advisory, Portfolio Management, Alternative Investments, Fixed Income, Equities, Asset Management, Wealth Management, Hedge Funds, Investment Banking, Asset Allocation, Financial Modeling, Private Equity
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Florida Atlantic University 1992 — 1994
Master of Science (MS), Aerospace, Aeronautical and Astronautical Engineering
UBS March 2014 - Present
US Trust, Bank of America July 2009 - January 2014
Merrill Lynch 2008 - 2009
Quinlan Private 2006 - 2007
Merrill Lynch Private Banking & Investment Group 2004 - 2006
Merrill Lynch 1996 - 2006
Skills
Investments, Capital Markets, Management, Financial Advisory, Portfolio Management, Alternative Investments, Fixed Income, Equities, Asset Management, Wealth Management, Hedge Funds, Investment Banking, Asset Allocation, Financial Modeling, Private Equity
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Florida Atlantic University 1992 — 1994
Master of Science (MS), Aerospace, Aeronautical and Astronautical Engineering
Rich K. Ohanian, CPA's UBS Experience December 2006 - May 2007
Job Senior Manager, Wealth & Asset Management, Financial Services Office at Ernst & Young
Industry Financial Services
Experience
EY September 2008 - Present
TheMarkets.com September 2007 - September 2008
Ernst & Young June 2007 - August 2007
UBS December 2006 - May 2007
Maier, Markey, & Menashi, LLP (M Group) January 2006 - December 2006
Smith Barney September 2005 - December 2005
Skills
Microsoft Office, Financial Modeling, DCF, Bloomberg, Factset, Wall Street Office, Advent Geneva, Quickbooks, Valuation, Private Equity, Distressed Debt, Restructuring, US GAAP, Financial Reporting, Product Development, Alternative Investments, Hedge Funds, Fixed Income, Investment Companies, Credit Derivatives, ABS, CDS, Corporates
Education
Fordham University - Graduate School of Business Administration 2007 — 2008
M.B.A., Finance and Business Economics
Fordham University 2004 — 2007
B.S., Public Accounting, International Business
Kellenberg Memorial High School 2000 — 2004
EY September 2008 - Present
TheMarkets.com September 2007 - September 2008
Ernst & Young June 2007 - August 2007
UBS December 2006 - May 2007
Maier, Markey, & Menashi, LLP (M Group) January 2006 - December 2006
Smith Barney September 2005 - December 2005
Skills
Microsoft Office, Financial Modeling, DCF, Bloomberg, Factset, Wall Street Office, Advent Geneva, Quickbooks, Valuation, Private Equity, Distressed Debt, Restructuring, US GAAP, Financial Reporting, Product Development, Alternative Investments, Hedge Funds, Fixed Income, Investment Companies, Credit Derivatives, ABS, CDS, Corporates
Education
Fordham University - Graduate School of Business Administration 2007 — 2008
M.B.A., Finance and Business Economics
Fordham University 2004 — 2007
B.S., Public Accounting, International Business
Kellenberg Memorial High School 2000 — 2004
Peter Melo's UBS Experience September 1996 - September 1998
Job CFO, AK Capital LLC
Industry Financial Services
Experience
AK Capital LLC April 1999 - Present
Barclays Capital September 1998 - April 1999
UBS September 1996 - September 1998
Carlsen & Co. June 1995 - August 1996
Skills
Portfolio Management, Finance, Trading, Securities, Financial Modeling, Mergers & Acquisitions, Investments, Capital Markets, Alternative Investments, Hedge Funds
Education
Florida International University - College of Business Administration 1992 — 1996
BBA, Finance and International Business
AK Capital LLC April 1999 - Present
Barclays Capital September 1998 - April 1999
UBS September 1996 - September 1998
Carlsen & Co. June 1995 - August 1996
Skills
Portfolio Management, Finance, Trading, Securities, Financial Modeling, Mergers & Acquisitions, Investments, Capital Markets, Alternative Investments, Hedge Funds
Education
Florida International University - College of Business Administration 1992 — 1996
BBA, Finance and International Business
Ken McIntyre's UBS Experience 1990 - 1997
Job Senior Vice President, Head of Commercial Real Estate at Hudson City Savings Bank
Industry Commercial Real Estate
Experience
Hudson City Savings Bank May 2014 - Present
PassPort Real Estate LLC 2012 - April 2014
MetLife 2002 - 2012
KeyBank 1999 - 2002
GE Capital Real Estate 1997 - 1999
UBS 1990 - 1997
Westinghouse Credit Corporation 1988 - 1989
Chase Manhattan Bank 1982 - 1988
Skills
CMBS, Real Estate Economics, Asset Managment, Portfolio Management, Underwriting, Investments, Real Estate, Loans, Valuation, Financial Analysis, Real Estate Financing, Due Diligence, Financial Modeling, Capital Markets, Commercial Mortgages
Education
Florida Agricultural and Mechanical University 1978 — 1982
School of Business & Industry
Half Hollow Hills High School 1976 — 1978
Half Hollow Hills High School East 1976 — 1978
High School Diploma
Hudson City Savings Bank May 2014 - Present
PassPort Real Estate LLC 2012 - April 2014
MetLife 2002 - 2012
KeyBank 1999 - 2002
GE Capital Real Estate 1997 - 1999
UBS 1990 - 1997
Westinghouse Credit Corporation 1988 - 1989
Chase Manhattan Bank 1982 - 1988
Skills
CMBS, Real Estate Economics, Asset Managment, Portfolio Management, Underwriting, Investments, Real Estate, Loans, Valuation, Financial Analysis, Real Estate Financing, Due Diligence, Financial Modeling, Capital Markets, Commercial Mortgages
Education
Florida Agricultural and Mechanical University 1978 — 1982
School of Business & Industry
Half Hollow Hills High School 1976 — 1978
Half Hollow Hills High School East 1976 — 1978
High School Diploma
Denice Shuba's UBS Experience July 2008 - Present
Job Senior Designer, Marketing Specialist, Director at UBS
Industry Marketing and Advertising
Experience
UBS July 2008 - Present
Deutsch November 2007 - July 2008
Draftfcb October 1998 - July 2007
Draft 1998 - 2007
Ammirati Puris Lintas August 1995 - October 1998
Ogilvy & Mather Direct June 1982 - November 1994
Education
School of Visual Arts 1993 — 1994
Fashion Institute of Technology 1980 — 1982
Associates' Degree
Fashion Institute of Technology 1979 — 1981
UBS July 2008 - Present
Deutsch November 2007 - July 2008
Draftfcb October 1998 - July 2007
Draft 1998 - 2007
Ammirati Puris Lintas August 1995 - October 1998
Ogilvy & Mather Direct June 1982 - November 1994
Education
School of Visual Arts 1993 — 1994
Fashion Institute of Technology 1980 — 1982
Associates' Degree
Fashion Institute of Technology 1979 — 1981
Jason Gnerre's UBS Experience August 2000 - September 2003
Job Brokerage Operations Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
BNY Mellon October 2008 - October 2013
BNY Mellon April 2007 - October 2008
MPL Fulfillment Solutions November 2006 - April 2007
Ferguson Enterprises March 2004 - November 2006
MPL Fulfillment Solutions September 2003 - March 2004
UBS August 2000 - September 2003
Putnam Investments January 1996 - August 2000
Skills
Finance, Investments, Mutual Funds, CRM, Account Reconciliation, Analysis, Management
Education
Fitchburg State College
Bachelor of Science (B.S.), Economics
Fidelity Investments December 2013 - Present
BNY Mellon October 2008 - October 2013
BNY Mellon April 2007 - October 2008
MPL Fulfillment Solutions November 2006 - April 2007
Ferguson Enterprises March 2004 - November 2006
MPL Fulfillment Solutions September 2003 - March 2004
UBS August 2000 - September 2003
Putnam Investments January 1996 - August 2000
Skills
Finance, Investments, Mutual Funds, CRM, Account Reconciliation, Analysis, Management
Education
Fitchburg State College
Bachelor of Science (B.S.), Economics
Luisa Issa's UBS Experience December 2007 - August 2008
Job SG&A Analyst at Dorel Sports
Industry Investment Management
Experience
Dorel Sports March 2014 - Present
Nestlé Waters North America June 2012 - December 2013
Nestle Waters January 2011 - May 2012
UBS December 2007 - August 2008
Integra Investment Management June 2004 - November 2007
Skills
Customer Relations, PowerPoint, Word, Microsoft Office, Negotiation, Account Management, French, Financial Analysis, Corporate Finance, KPI, Logistics, Spanish, SAP, Problem Solving, Teamwork, Vendor Management
Education
Florida Atlantic University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Dorel Sports March 2014 - Present
Nestlé Waters North America June 2012 - December 2013
Nestle Waters January 2011 - May 2012
UBS December 2007 - August 2008
Integra Investment Management June 2004 - November 2007
Skills
Customer Relations, PowerPoint, Word, Microsoft Office, Negotiation, Account Management, French, Financial Analysis, Corporate Finance, KPI, Logistics, Spanish, SAP, Problem Solving, Teamwork, Vendor Management
Education
Florida Atlantic University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
NaTasha West's UBS Experience April 2008 - November 2011
Job VP, Network Economics at Bank of America
Industry Banking
Experience
Bank of America August 2014 - Present
LiveNation November 2012 - August 2014
Aviva USA November 2011 - August 2012
UBS April 2008 - November 2011
LaSalle Bank June 2005 - April 2008
Sunbeam/ Jarden Consumer Products 2004 - 2004
Innolog 2003 - 2003
Skills
Forecasting & Variance..., Annual Strategic..., Shared Service Cost..., Cost Reduction Planning..., Tracking performance..., Technology Service..., Capital Investment..., Business Case..., Client Profitability..., Vendor/ Contract..., Project Tracking/..., Balance Sheet Analysis..., Restructuring/ Change..., Accrual Accounting, Process Management, MS Access Database..., MS Power Point..., MS Excel Modeling...
Education
Florida Agricultural and Mechanical University 1999 — 2005
BS/ MBA, Finance
Bank of America August 2014 - Present
LiveNation November 2012 - August 2014
Aviva USA November 2011 - August 2012
UBS April 2008 - November 2011
LaSalle Bank June 2005 - April 2008
Sunbeam/ Jarden Consumer Products 2004 - 2004
Innolog 2003 - 2003
Skills
Forecasting & Variance..., Annual Strategic..., Shared Service Cost..., Cost Reduction Planning..., Tracking performance..., Technology Service..., Capital Investment..., Business Case..., Client Profitability..., Vendor/ Contract..., Project Tracking/..., Balance Sheet Analysis..., Restructuring/ Change..., Accrual Accounting, Process Management, MS Access Database..., MS Power Point..., MS Excel Modeling...
Education
Florida Agricultural and Mechanical University 1999 — 2005
BS/ MBA, Finance
Cassie Rose's UBS Experience January 2013 - May 2014
Job Executive Assistant + Managing Director of Operations
Industry Media Production
Experience
Guerrero Howe Custom Media May 2014 - Present
Wildcat Juniors Volleyball Club January 2011 - Present
UBS January 2013 - May 2014
Smart Resources June 2012 - December 2012
Chicago Children’s Center for Behavior Health August 2011 - August 2012
Kuusamon Pallokarhut Professional Volleyball Club August 2008 - February 2009
Sapphire Technologies August 2007 - August 2008
Nike June 2006 - August 2006
Education
Loyola University of Chicago 2010 — 2012
Masters of Education, Community Counseling
Northwestern University 2005 — 2007
Bachelor of Arts (B.A.), Communication, General
Florida State University 2003 — 2004
Guerrero Howe Custom Media May 2014 - Present
Wildcat Juniors Volleyball Club January 2011 - Present
UBS January 2013 - May 2014
Smart Resources June 2012 - December 2012
Chicago Children’s Center for Behavior Health August 2011 - August 2012
Kuusamon Pallokarhut Professional Volleyball Club August 2008 - February 2009
Sapphire Technologies August 2007 - August 2008
Nike June 2006 - August 2006
Education
Loyola University of Chicago 2010 — 2012
Masters of Education, Community Counseling
Northwestern University 2005 — 2007
Bachelor of Arts (B.A.), Communication, General
Florida State University 2003 — 2004
Kevin Pacciano's UBS Experience May 2010 - Present
Job Vice President, Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2010 - Present
Merrill Lynch August 1998 - May 2010
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Customer Service, Marketing, Asset Allocation, Finance, Investments
Education
Flagler College 1994 — 1998
Bachelor of Arts (B.A.), Accounting and Business/Management
SHS
SHS
SHS
UBS May 2010 - Present
Merrill Lynch August 1998 - May 2010
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Customer Service, Marketing, Asset Allocation, Finance, Investments
Education
Flagler College 1994 — 1998
Bachelor of Arts (B.A.), Accounting and Business/Management
SHS
SHS
SHS
srinivas lingamaneni's UBS Experience June 2009 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS June 2009 - Present
UBS Investment Bank 2009 - Present
Merrill Lynch October 2000 - May 2009
Merrill Lynch 2000 - 2009
Merrill Lynch 2000 - 2008
Skills
Credit Derivatives
Education
Osmania University 1986 — 1990
BE, Computer Science & Engineering
Florida International University
UBS June 2009 - Present
UBS Investment Bank 2009 - Present
Merrill Lynch October 2000 - May 2009
Merrill Lynch 2000 - 2009
Merrill Lynch 2000 - 2008
Skills
Credit Derivatives
Education
Osmania University 1986 — 1990
BE, Computer Science & Engineering
Florida International University
Elizabeth Malaga-Zuniga's UBS Experience November 2005 - Present
Job Executive Director, Assistant Complex Director at UBS
Industry Financial Services
Experience
UBS November 2005 - Present
Wachovia Securities September 2000 - November 2005
Investors-Street January 2000 - August 2000
R.K. Grace & Company February 1997 - January 2000
Education
Florida Metropolitan University 1990 — 1994
Business Administration
Maria de las Mercedes 1979 — 1990
High School
UBS November 2005 - Present
Wachovia Securities September 2000 - November 2005
Investors-Street January 2000 - August 2000
R.K. Grace & Company February 1997 - January 2000
Education
Florida Metropolitan University 1990 — 1994
Business Administration
Maria de las Mercedes 1979 — 1990
High School
Deven Wagle's UBS Experience 2000 - 2000
Job Infrastructure Tech Specialist
Industry Information Technology and Services
Experience
Citi October 2011 - Present
IBM March 2011 - August 2011
JP Morgan Chase August 2010 - March 2011
Citigroup November 2000 - August 2010
OPAC Infosys Pvt. Ltd. May 1999 - June 2000
UBS 2000 - 2000
Skills
Hedge fund simulation..., Financial Analysis, Firm Valuation, Risk Management, Unix, Trading Systems, Fixed Income, Investment Banking, Equities, Sybase, Trading, Derivatives, Capital Markets, Business Analysis, Market Risk
Education
Rutgers Business School 2008 — 2012
MBA, Finance
Fergusson College 1992 — 1997
BSc, Electronics
Citi October 2011 - Present
IBM March 2011 - August 2011
JP Morgan Chase August 2010 - March 2011
Citigroup November 2000 - August 2010
OPAC Infosys Pvt. Ltd. May 1999 - June 2000
UBS 2000 - 2000
Skills
Hedge fund simulation..., Financial Analysis, Firm Valuation, Risk Management, Unix, Trading Systems, Fixed Income, Investment Banking, Equities, Sybase, Trading, Derivatives, Capital Markets, Business Analysis, Market Risk
Education
Rutgers Business School 2008 — 2012
MBA, Finance
Fergusson College 1992 — 1997
BSc, Electronics
Paola Mendez's UBS Experience 2004 - 2005
Job Founder at South Florida Bloggers
Industry Retail
Experience
South Florida Bloggers May 2015 - Present
Cisneros Group of Companies May 2011 - November 2014
Rewards Network December 2005 - April 2011
University of Miami January 2004 - August 2005
UBS 2004 - 2005
Skills
CSS, JavaScript, HTML, PHP, CodeIgniter, SQL, TeamForge, Eclipse, Software Project..., Subversion, XML, Dreamweaver, Web Development, Windows, CMS, jQuery, XHTML, MySQL, AJAX, Web Applications, Testing, Project Management, Microsoft SQL Server, Linux, Java, Software Development, Flash, JSP, HTML 5, Integration, User Interface, MVC, Agile Methodologies, Mobile Applications, Web Services, User Interface Design, Information Architecture, SEO, User Experience, E-commerce, Databases, Drupal, Web Analytics, Database Design, Analysis
Education
Florida International University - College of Business 2013 — 2014
Master's Degree, Management Information Systems, 4.0
University of Miami 2002 — 2005
Bachelor of Science, Major in Computer Science, Minor in Mathematics
Colegio Nueva Granada
South Florida Bloggers May 2015 - Present
Cisneros Group of Companies May 2011 - November 2014
Rewards Network December 2005 - April 2011
University of Miami January 2004 - August 2005
UBS 2004 - 2005
Skills
CSS, JavaScript, HTML, PHP, CodeIgniter, SQL, TeamForge, Eclipse, Software Project..., Subversion, XML, Dreamweaver, Web Development, Windows, CMS, jQuery, XHTML, MySQL, AJAX, Web Applications, Testing, Project Management, Microsoft SQL Server, Linux, Java, Software Development, Flash, JSP, HTML 5, Integration, User Interface, MVC, Agile Methodologies, Mobile Applications, Web Services, User Interface Design, Information Architecture, SEO, User Experience, E-commerce, Databases, Drupal, Web Analytics, Database Design, Analysis
Education
Florida International University - College of Business 2013 — 2014
Master's Degree, Management Information Systems, 4.0
University of Miami 2002 — 2005
Bachelor of Science, Major in Computer Science, Minor in Mathematics
Colegio Nueva Granada
David Pearlman's UBS Experience January 1999 - September 2002
Job Blogger/explorer
Industry Leisure, Travel & Tourism
Experience
Sabbatical May 2015 - Present
Carnival Cruise Lines June 2004 - May 2015
Emerald Lane Financial Planning December 2002 - June 2004
UBS January 1999 - September 2002
Skills
Cruises, Tourism, Vacation, Hotels, Travel Management, Hospitality, Leisure Travel, Leisure, Tour Operators, Incentive Travel, Resorts, Revenue Analysis, Marketing Strategy, Hospitality Management, Customer Service, Business Travel, Hospitality Industry, Travel Planning, Luxury, Hotel Management, Honeymoons, Online Travel, Food & Beverage
Education
Florida Atlantic University 2004 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Western New England College 1989 — 1993
Bachelor of Science (BS), Accounting
Sabbatical May 2015 - Present
Carnival Cruise Lines June 2004 - May 2015
Emerald Lane Financial Planning December 2002 - June 2004
UBS January 1999 - September 2002
Skills
Cruises, Tourism, Vacation, Hotels, Travel Management, Hospitality, Leisure Travel, Leisure, Tour Operators, Incentive Travel, Resorts, Revenue Analysis, Marketing Strategy, Hospitality Management, Customer Service, Business Travel, Hospitality Industry, Travel Planning, Luxury, Hotel Management, Honeymoons, Online Travel, Food & Beverage
Education
Florida Atlantic University 2004 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Western New England College 1989 — 1993
Bachelor of Science (BS), Accounting
David (Weinberger) Morrow, PMP's UBS Experience November 2006 - September 2014
Job IT Project Manager at Atos for McGraw Hill Financial
Industry Information Technology and Services
Experience
Atos December 2014 - Present
UBS November 2006 - September 2014
Mycroft / Teliris March 2001 - November 2006
Totality June 2000 - March 2001
Accenture March 1999 - June 2000
ASME June 1996 - March 1999
1800flowers.com December 1993 - May 1996
Skills
Vendor Management, IT Strategy, Project Management, IT Management, Business Analysis, Data Center, Enterprise Architecture, Disaster Recovery, PMO, Program Management, Team Leadership, Change Management
Education
Five Towns College 1994 — 1995
Associate of Arts and Sciences (A.A.S.), Business Management, 4.0
Franklin K Lane High School 1983 — 1987
Atos December 2014 - Present
UBS November 2006 - September 2014
Mycroft / Teliris March 2001 - November 2006
Totality June 2000 - March 2001
Accenture March 1999 - June 2000
ASME June 1996 - March 1999
1800flowers.com December 1993 - May 1996
Skills
Vendor Management, IT Strategy, Project Management, IT Management, Business Analysis, Data Center, Enterprise Architecture, Disaster Recovery, PMO, Program Management, Team Leadership, Change Management
Education
Five Towns College 1994 — 1995
Associate of Arts and Sciences (A.A.S.), Business Management, 4.0
Franklin K Lane High School 1983 — 1987
Pat Sant'Angelo's UBS Experience 2001 - 2013
Job Art Director, Graphic Designer, Sant'Angelo Advertising & Design
Industry Graphic Design
Experience
Sant'Angelo Design 2000 - Present
UBS 2001 - 2013
Z-Medica 2009 - 2011
Education Awareness Solutions 2004 - 2011
J&J June 2009 - October 2009
Sant'Angelo Design 1996 - 2008
Wedgewood Communications February 2000 - May 2005
Patient Marketing Group 2000 - 2002
Skills
Brochures, Advertising, Newsletters, Invitations, Posters, PowerPoint, Banners, Sales, Medical Records, Folders, Instructional Manuals, QuarkXPress, Layout, Graphic Design, Adobe Creative Suite, Corporate Identity, Logo Design, Creative Direction, Adobe Acrobat, Mac, Presentations
Education
Fashion Institute of Technology
Sant'Angelo Design 2000 - Present
UBS 2001 - 2013
Z-Medica 2009 - 2011
Education Awareness Solutions 2004 - 2011
J&J June 2009 - October 2009
Sant'Angelo Design 1996 - 2008
Wedgewood Communications February 2000 - May 2005
Patient Marketing Group 2000 - 2002
Skills
Brochures, Advertising, Newsletters, Invitations, Posters, PowerPoint, Banners, Sales, Medical Records, Folders, Instructional Manuals, QuarkXPress, Layout, Graphic Design, Adobe Creative Suite, Corporate Identity, Logo Design, Creative Direction, Adobe Acrobat, Mac, Presentations
Education
Fashion Institute of Technology
Ali Sansbury's UBS Experience June 2000 - October 2005
Job Elementary Art Teacher at Franklin Academy
Industry Fine Art
Experience
Franklin Academy August 2014 - Present
Pine Grove Elementary School August 2011 - August 2014
Grassy Waters Elementary School September 2010 - June 2011
Liberty Mutual Insurance December 2007 - September 2009
Martha Stewart Living Omnimedia October 2005 - December 2007
UBS June 2000 - October 2005
Time Magazine November 1999 - June 2000
Skills
Excel, MS Word, Power...
Education
University of Florida 2014 — 2016
Master of Arts (M.A.), Art Education
Florida State University 1991 — 1993
Bachelor's degree, Visual Art
Franklin Academy August 2014 - Present
Pine Grove Elementary School August 2011 - August 2014
Grassy Waters Elementary School September 2010 - June 2011
Liberty Mutual Insurance December 2007 - September 2009
Martha Stewart Living Omnimedia October 2005 - December 2007
UBS June 2000 - October 2005
Time Magazine November 1999 - June 2000
Skills
Excel, MS Word, Power...
Education
University of Florida 2014 — 2016
Master of Arts (M.A.), Art Education
Florida State University 1991 — 1993
Bachelor's degree, Visual Art
Sarah James's UBS Experience June 2004 - May 2005
Job Equity Research Analyst
Industry Investment Management
Experience
Wedbush Morgan Securities October 2009 - Present
Wedbush Morgan Securities July 2009 - September 2009
Poplar Forest LLC March 2009 - March 2009
Trust Company of the West June 2008 - August 2008
Lehman Brothers May 2005 - June 2007
UBS June 2004 - May 2005
Cowen and Company September 2002 - June 2004
Tucker Anthony Sutro Capital Makes May 2001 - September 2001
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Strategy and Finance
Florida State University 1998 — 2002
BS in Finance
Wedbush Morgan Securities October 2009 - Present
Wedbush Morgan Securities July 2009 - September 2009
Poplar Forest LLC March 2009 - March 2009
Trust Company of the West June 2008 - August 2008
Lehman Brothers May 2005 - June 2007
UBS June 2004 - May 2005
Cowen and Company September 2002 - June 2004
Tucker Anthony Sutro Capital Makes May 2001 - September 2001
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Strategy and Finance
Florida State University 1998 — 2002
BS in Finance
Tino Lancellotti's UBS Experience 1997 - 2009
Job Infrastructure Account Manager Supporting Back Office IT Operations at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2012 - Present
Credit Suisse 2010 - Present
UBS 1997 - 2009
Solomon Brothers Inc January 1984 - January 1997
Salomon 1984 - 1997
Salomon Brothers 1984 - 1997
Dun & Bradstreet January 1981 - January 1984
Skills
Program Management, SDLC, Strategic Planning, Incident Management, Change Management, Mainframe, Network Communications, Process Improvement, IT Management, Strategy, IT Operations, Project Planning, Unix, Enterprise Architecture, IT Strategy, Risk Management, Integration, Vendor Management, Business Analysis, Infrastructure, Disaster Recovery, Service Delivery, Information Technology, Software Development, Management, PMO, Project Portfolio..., Outsourcing, IT Service Management, Trading Systems, Governance, Prime Brokerage, Financial Services, Market Data, Fixed Income, Offshoring, Investment Banking, Capital Markets, Equities, Credit Derivatives, Portfolio Management, Derivatives, Hedge Funds, Electronic Trading, Equity Derivatives, Financial Risk
Education
Fairleigh Dickinson University 1992 — 1996
MBA, Corporate Finance
Fairleigh Dickinson University 1990 — 1994
MBA, Finance
Mercy College, Dobbs Ferry New York 1977 — 1981
BS, Marketing & Computer Science
Credit Suisse October 2012 - Present
Credit Suisse 2010 - Present
UBS 1997 - 2009
Solomon Brothers Inc January 1984 - January 1997
Salomon 1984 - 1997
Salomon Brothers 1984 - 1997
Dun & Bradstreet January 1981 - January 1984
Skills
Program Management, SDLC, Strategic Planning, Incident Management, Change Management, Mainframe, Network Communications, Process Improvement, IT Management, Strategy, IT Operations, Project Planning, Unix, Enterprise Architecture, IT Strategy, Risk Management, Integration, Vendor Management, Business Analysis, Infrastructure, Disaster Recovery, Service Delivery, Information Technology, Software Development, Management, PMO, Project Portfolio..., Outsourcing, IT Service Management, Trading Systems, Governance, Prime Brokerage, Financial Services, Market Data, Fixed Income, Offshoring, Investment Banking, Capital Markets, Equities, Credit Derivatives, Portfolio Management, Derivatives, Hedge Funds, Electronic Trading, Equity Derivatives, Financial Risk
Education
Fairleigh Dickinson University 1992 — 1996
MBA, Corporate Finance
Fairleigh Dickinson University 1990 — 1994
MBA, Finance
Mercy College, Dobbs Ferry New York 1977 — 1981
BS, Marketing & Computer Science
Kathleen Entwistle's UBS Experience September 2014 - Present
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS September 2014 - Present
UBS April 2013 - Present
UBS June 2007 - April 2013
Morgan Stanley June 2001 - June 2007
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Providence College 1983 — 1987
BS, Business Administration, Finance
Holy Angels 1979 — 1983
UBS September 2014 - Present
UBS April 2013 - Present
UBS June 2007 - April 2013
Morgan Stanley June 2001 - June 2007
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Providence College 1983 — 1987
BS, Business Administration, Finance
Holy Angels 1979 — 1983
Renata Zajac's UBS Experience 2001 - 2004
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
Citi July 2006 - Present
The Siegfried Group 2004 - 2006
UBS 2001 - 2004
Arthur Andersen 1998 - 2001
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Forecasting, Hedge Funds, Business Analysis, Process Improvement, Finance, Project Management, Microsoft Excel, Sarbanes-Oxley Act, Financial Accounting, Managerial Finance, Internal Audit, Private Equity, Mergers & Acquisitions
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance & Information Systems
Marist College 1994 — 1998
Bachelors, Accounting and Information Systems
Citi January 2013 - Present
Citi July 2006 - Present
The Siegfried Group 2004 - 2006
UBS 2001 - 2004
Arthur Andersen 1998 - 2001
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Forecasting, Hedge Funds, Business Analysis, Process Improvement, Finance, Project Management, Microsoft Excel, Sarbanes-Oxley Act, Financial Accounting, Managerial Finance, Internal Audit, Private Equity, Mergers & Acquisitions
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance & Information Systems
Marist College 1994 — 1998
Bachelors, Accounting and Information Systems
Michael Davey CFA's UBS Experience July 2009 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS July 2009 - Present
Morgan Stanley Investment Management October 1994 - February 2009
Hartford Steam Boiler 1992 - 1994
Norwich Savings Society 1990 - 1992
Connecticut National Bank 1988 - 1990
Skills
Series 7, Equities, Securities, Asset Managment, Alternative Investments, Capital Markets, Hedge Funds, Portfolio Management, Bonds, Investments, Asset Allocation, Treasury Management, Series 63, Funding, Mutual Funds, Asset Management, Money Market, Trading, Investment Banking, Derivatives, Financial Risk, Credit, Structured Products, FX Options, Options
Education
University of Connecticut 1986 — 1988
MBA, Finance
Florida Institute of Technology 1980 — 1984
BS, Oceanography
Rockville High School
UBS July 2009 - Present
Morgan Stanley Investment Management October 1994 - February 2009
Hartford Steam Boiler 1992 - 1994
Norwich Savings Society 1990 - 1992
Connecticut National Bank 1988 - 1990
Skills
Series 7, Equities, Securities, Asset Managment, Alternative Investments, Capital Markets, Hedge Funds, Portfolio Management, Bonds, Investments, Asset Allocation, Treasury Management, Series 63, Funding, Mutual Funds, Asset Management, Money Market, Trading, Investment Banking, Derivatives, Financial Risk, Credit, Structured Products, FX Options, Options
Education
University of Connecticut 1986 — 1988
MBA, Finance
Florida Institute of Technology 1980 — 1984
BS, Oceanography
Rockville High School
Joe Kurtis's UBS Experience 1999 - 2001
Job Director at Russell Investments
Industry Financial Services
Experience
Russell Investments 2010 - Present
Russell Investments 2008 - 2010
Russell Investments 2004 - 2008
Russell Investments 2001 - 2004
UBS 1999 - 2001
Russell Investments 1994 - 1999
Skills
Investments, Asset Management, Mutual Funds, Leadership, Risk Management, Investment Management, Strategy
Education
Fielding Graduate University 2010 — 2014
Ph.D., Human and Organizational Systems, Systems Science and Theory
Fielding Graduate University 2010 — 2012
Master of Arts in Human and Organizational Systems, Systems Science and Theory
University of Puget Sound
BS, Business Administration / Accounting
Russell Investments 2010 - Present
Russell Investments 2008 - 2010
Russell Investments 2004 - 2008
Russell Investments 2001 - 2004
UBS 1999 - 2001
Russell Investments 1994 - 1999
Skills
Investments, Asset Management, Mutual Funds, Leadership, Risk Management, Investment Management, Strategy
Education
Fielding Graduate University 2010 — 2014
Ph.D., Human and Organizational Systems, Systems Science and Theory
Fielding Graduate University 2010 — 2012
Master of Arts in Human and Organizational Systems, Systems Science and Theory
University of Puget Sound
BS, Business Administration / Accounting
David Csont's UBS Experience 1994 - 1998
Job Head of Large Corporate Division at CIB Bank
Industry Banking
Experience
CIB Bank January 2011 - Present
Raiffeisen Bank International May 2008 - January 2011
Citibank 2006 - 2008
CA IB Securities Ltd. 1998 - 2002
UBS 1994 - 1998
Skills
Banking
Education
Florida International University 1991 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General, 3.2
CIB Bank January 2011 - Present
Raiffeisen Bank International May 2008 - January 2011
Citibank 2006 - 2008
CA IB Securities Ltd. 1998 - 2002
UBS 1994 - 1998
Skills
Banking
Education
Florida International University 1991 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General, 3.2
Anik Akhund's UBS Experience June 2012 - August 2012
Job Analyst at Societe Generale
Industry Financial Services
Experience
Société Générale July 2014 - Present
Societe Generale June 2013 - August 2013
UBS June 2012 - August 2012
Aegis Capital Corp. June 2009 - August 2009
Skills
Finance, Investment Banking, Equity Research, Equities, Investments, Financial Analysis, Capital Markets, Private Equity, Risk Management, Hedge Funds, Financial Modeling, Leadership, Valuation, Research, Fixed Income, Mutual Funds
Education
Fordham Gabelli School of Business 2010 — 2014
B.S., Finance
The Browning School (High School) 2006 — 2010
High School
Société Générale July 2014 - Present
Societe Generale June 2013 - August 2013
UBS June 2012 - August 2012
Aegis Capital Corp. June 2009 - August 2009
Skills
Finance, Investment Banking, Equity Research, Equities, Investments, Financial Analysis, Capital Markets, Private Equity, Risk Management, Hedge Funds, Financial Modeling, Leadership, Valuation, Research, Fixed Income, Mutual Funds
Education
Fordham Gabelli School of Business 2010 — 2014
B.S., Finance
The Browning School (High School) 2006 — 2010
High School
Jordan Holton's UBS Experience August 2011 - April 2014
Job Systems Engineer
Industry Information Technology and Services
Experience
UBS Wealth Management April 2014 - Present
UBS August 2011 - April 2014
EFC Systems March 2010 - July 2011
Faulkner University - Office of EFC Systems June 2005 - May 2010
Skills
Technical Support, Troubleshooting, Windows 7, Microsoft Exchange, Microsoft Office, Network Administration, Project Management, TCP/IP, VMware ESX, Customer Escalation..., Cisco IOS, Enterprise Technology..., Managed Hosting, Networking, Vendor Management, Customer Service, ITIL, Business Analysis
Education
Faulkner University 2004 — 2010
B. S., Business Information Systems
UBS Wealth Management April 2014 - Present
UBS August 2011 - April 2014
EFC Systems March 2010 - July 2011
Faulkner University - Office of EFC Systems June 2005 - May 2010
Skills
Technical Support, Troubleshooting, Windows 7, Microsoft Exchange, Microsoft Office, Network Administration, Project Management, TCP/IP, VMware ESX, Customer Escalation..., Cisco IOS, Enterprise Technology..., Managed Hosting, Networking, Vendor Management, Customer Service, ITIL, Business Analysis
Education
Faulkner University 2004 — 2010
B. S., Business Information Systems
Barry Friedeman's UBS Experience November 1997 - January 1999
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs January 1999 - Present
UBS November 1997 - January 1999
Alliance Capital Management May 1990 - November 1997
Skills
Capital Markets, Derivatives, Investment Banking, Equities, Fixed Income, Valuation, Corporate Finance, IT Audit, Internal Controls, Sarbanes-Oxley Act, Financial Services, Banking, Equity Derivatives, Credit Derivatives, Trading Systems, Investment Management, Electronic Trading, Trading, Securities, CISA, Financial Modeling, Auditing, Private Equity, Hedge Funds
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
The George Washington University 1985 — 1989
BA, Economics
Goldman Sachs January 1999 - Present
UBS November 1997 - January 1999
Alliance Capital Management May 1990 - November 1997
Skills
Capital Markets, Derivatives, Investment Banking, Equities, Fixed Income, Valuation, Corporate Finance, IT Audit, Internal Controls, Sarbanes-Oxley Act, Financial Services, Banking, Equity Derivatives, Credit Derivatives, Trading Systems, Investment Management, Electronic Trading, Trading, Securities, CISA, Financial Modeling, Auditing, Private Equity, Hedge Funds
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
The George Washington University 1985 — 1989
BA, Economics
Ryan Stroud, Esq.'s UBS Experience May 2008 - September 2008
Job Contracts Specialist at NOAA: National Oceanic & Atmospheric Administration
Industry Financial Services
Experience
NOAA Affiliate July 2014 - Present
Blue Cross Blue Shield of Michigan May 2012 - August 2012
RoweLaw LLC May 2011 - August 2011
Regis University May 2009 - May 2010
UBS May 2008 - September 2008
Skills
Westlaw, LexisNexis, Microsoft Office: Word,..., Research and analytical..., Written and oral..., Business planning and..., financial goal analysis, Accounting, Bankruptcy, Customer Service, Finance, Leadership, Legal Research, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Financial Analysis
Education
Florida Coastal School of Law 2010 — 2013
Juris Doctor, Law
Regis University 2006 — 2010
Bachelors of Science in Business Administration, Business Administration- Finance, Management, and Marketing
NOAA Affiliate July 2014 - Present
Blue Cross Blue Shield of Michigan May 2012 - August 2012
RoweLaw LLC May 2011 - August 2011
Regis University May 2009 - May 2010
UBS May 2008 - September 2008
Skills
Westlaw, LexisNexis, Microsoft Office: Word,..., Research and analytical..., Written and oral..., Business planning and..., financial goal analysis, Accounting, Bankruptcy, Customer Service, Finance, Leadership, Legal Research, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Financial Analysis
Education
Florida Coastal School of Law 2010 — 2013
Juris Doctor, Law
Regis University 2006 — 2010
Bachelors of Science in Business Administration, Business Administration- Finance, Management, and Marketing
Ronald Lawson's UBS Experience December 2012 - November 2014
Job Financial Advisor at UBS
Industry Insurance
Experience
Retirement Clearinghouse March 2014 - March 2015
UBS December 2012 - November 2014
Education
Florida Agricultural and Mechanical University 1989 — 1994
BS, Business Economics
Retirement Clearinghouse March 2014 - March 2015
UBS December 2012 - November 2014
Education
Florida Agricultural and Mechanical University 1989 — 1994
BS, Business Economics
Richard Saitta's UBS Experience January 2000 - January 2007
Job Accounting Professional
Industry Accounting
Experience
UBS Financial Services January 2007 - April 2009
UBS January 2000 - January 2007
BankMark January 1999 - January 2000
Broad National Bank January 1989 - January 1999
UJB-Commercial Trust January 1987 - January 1989
UJB January 1982 - January 1987
Bankers Trust January 1978 - January 1982
Chase Manhattan Bank January 1973 - January 1978
Education
Fairleigh Dickinson University
BS, accounting
Fairleigh Dickinson University
MBA, finance
UBS Financial Services January 2007 - April 2009
UBS January 2000 - January 2007
BankMark January 1999 - January 2000
Broad National Bank January 1989 - January 1999
UJB-Commercial Trust January 1987 - January 1989
UJB January 1982 - January 1987
Bankers Trust January 1978 - January 1982
Chase Manhattan Bank January 1973 - January 1978
Education
Fairleigh Dickinson University
BS, accounting
Fairleigh Dickinson University
MBA, finance
Jorge Delgadillo's UBS Experience December 1998 - December 2005
Job Relationship officer at Bank Hapoalim
Industry Financial Services
Experience
Bank Hapoalim May 2012 - Present
UBS International August 2007 - May 2012
Wachovia Securities Financial Network January 2005 - August 2007
UBS December 1998 - December 2005
Skills
Asset Allocation, Series 7, Wealth Management, Alternative Investments, Series 63, Series 3, Emerging Markets, FX trading, Commodities, Options Strategies, Investments, Investment Advisory, Mutual Funds, Fixed Income, Portfolio Management, Capital Markets, FX Options, Structured Products, Private Banking, Bonds, Securities, Equities, Options, Bloomberg, Equity Trading, Financial Markets, Commodity, Investment Strategies, FINRA, Derivatives, Asset Management, Wealth Management..., Investment Management, Trading, Bloomberg Terminal, Investment Banking, ETFs, AML, KYC, Relationship Management, Banking
Education
Florida International University - College of Business Administration 2007 — 2011
Bachelor of Business Administration (B.B.A.), International Finance
Bank Hapoalim May 2012 - Present
UBS International August 2007 - May 2012
Wachovia Securities Financial Network January 2005 - August 2007
UBS December 1998 - December 2005
Skills
Asset Allocation, Series 7, Wealth Management, Alternative Investments, Series 63, Series 3, Emerging Markets, FX trading, Commodities, Options Strategies, Investments, Investment Advisory, Mutual Funds, Fixed Income, Portfolio Management, Capital Markets, FX Options, Structured Products, Private Banking, Bonds, Securities, Equities, Options, Bloomberg, Equity Trading, Financial Markets, Commodity, Investment Strategies, FINRA, Derivatives, Asset Management, Wealth Management..., Investment Management, Trading, Bloomberg Terminal, Investment Banking, ETFs, AML, KYC, Relationship Management, Banking
Education
Florida International University - College of Business Administration 2007 — 2011
Bachelor of Business Administration (B.B.A.), International Finance
Alvaro Cortes's UBS Experience July 2013 - Present
Job Associate at UBS
Industry Real Estate
Experience
UBS July 2013 - Present
UBS Investment Bank June 2012 - September 2012
Fisher Brothers / Plaza Construction Corp. December 2006 - July 2011
Skanska USA Civil Inc. August 2005 - November 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Florida State University 2001 — 2005
Bachelor of Science (B.S.), Civil Engineering
UBS July 2013 - Present
UBS Investment Bank June 2012 - September 2012
Fisher Brothers / Plaza Construction Corp. December 2006 - July 2011
Skanska USA Civil Inc. August 2005 - November 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Florida State University 2001 — 2005
Bachelor of Science (B.S.), Civil Engineering
Joseph Korman's UBS Experience July 2012 - September 2012
Job
Industry Information Technology and Services
Experience
Optum a UnitedHealth Group company August 2014 - Present
Connextions January 2014 - August 2014
Connextions May 2013 - January 2014
Tara House Apartments May 2005 - May 2013
UBS July 2012 - September 2012
Rollins College April 2012 - July 2012
Skills
Microsoft Office, Quickbooks, SQL, Presentations, Teamwork, Problem Solving, Time Management, Research, Public Speaking, PowerPoint, Property Management, IT Solutions, Data Analysis
Education
Rollins College - Crummer Graduate School of Business 2012 — 2013
MBA, International Business
Florida State University 2007 — 2011
Bachelor of Science, Management Information Systems
Optum a UnitedHealth Group company August 2014 - Present
Connextions January 2014 - August 2014
Connextions May 2013 - January 2014
Tara House Apartments May 2005 - May 2013
UBS July 2012 - September 2012
Rollins College April 2012 - July 2012
Skills
Microsoft Office, Quickbooks, SQL, Presentations, Teamwork, Problem Solving, Time Management, Research, Public Speaking, PowerPoint, Property Management, IT Solutions, Data Analysis
Education
Rollins College - Crummer Graduate School of Business 2012 — 2013
MBA, International Business
Florida State University 2007 — 2011
Bachelor of Science, Management Information Systems
David G. Hanvey's UBS Experience September 2014 - Present
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 2014 - Present
Merrill Lynch October 2001 - September 2014
Skills
Retirement Planning, Series 7, Asset Allocation, Series 63, Wealth Management, Strategic Financial..., Series 65, Investments, Insurance
Education
Flagler College 1989 — 1993
BA, Business History
UBS September 2014 - Present
Merrill Lynch October 2001 - September 2014
Skills
Retirement Planning, Series 7, Asset Allocation, Series 63, Wealth Management, Strategic Financial..., Series 65, Investments, Insurance
Education
Flagler College 1989 — 1993
BA, Business History
Janis Cooper's UBS Experience July 2005 - February 2009
Job Financial Advisor at J. Cooper Financial
Industry Financial Services
Experience
J. Cooper Financial August 2013 - Present
V. Tomaro & Associates March 2012 - August 2013
Wells Fargo Advisors, LLC February 2009 - March 2012
UBS July 2005 - February 2009
Skills
Accounting, Estate Planning, Retirement Planning, Strategic Financial..., Series 7, FHA, Real Estate, Portfolio Design, Income Planning, Divorce Financial...
Education
Fashion Institute of Technology 1981 — 1983
Bachelor of Science (BS), Marketing
Fashion Institute of Technology 1980 — 1981
Associate of Arts and Sciences (AAS), Advertising and Communications
Rutgers University-New Brunswick 1978 — 1980
The College for Financial Planning
Registered Paraplanner
J. Cooper Financial August 2013 - Present
V. Tomaro & Associates March 2012 - August 2013
Wells Fargo Advisors, LLC February 2009 - March 2012
UBS July 2005 - February 2009
Skills
Accounting, Estate Planning, Retirement Planning, Strategic Financial..., Series 7, FHA, Real Estate, Portfolio Design, Income Planning, Divorce Financial...
Education
Fashion Institute of Technology 1981 — 1983
Bachelor of Science (BS), Marketing
Fashion Institute of Technology 1980 — 1981
Associate of Arts and Sciences (AAS), Advertising and Communications
Rutgers University-New Brunswick 1978 — 1980
The College for Financial Planning
Registered Paraplanner
Katie Feroldi's UBS Experience August 2011 - November 2011
Job Financial Analyst
Industry Hospitality
Experience
Ruth's Hospitality Group Inc., November 2013 - Present
KPMG US January 2013 - November 2013
PCE January 2012 - April 2012
UBS August 2011 - November 2011
Merrill Lynch May 2010 - November 2010
Health Council of East Central Florida June 2008 - July 2008
Skills
Financial Analysis, Data Analysis, Analysis, Leadership, Valuation, Economics, Microsoft Excel, Leadership Development, Investment Banking, Financial Modeling, Finance
Education
Rollins College - Crummer Graduate School of Business 2011 — 2012
Master of Business Administration (MBA), Finance, General, 4.0
Florida State University - College of Business 2007 — 2010
Bachelor of Science in Finance, Finance
Ruth's Hospitality Group Inc., November 2013 - Present
KPMG US January 2013 - November 2013
PCE January 2012 - April 2012
UBS August 2011 - November 2011
Merrill Lynch May 2010 - November 2010
Health Council of East Central Florida June 2008 - July 2008
Skills
Financial Analysis, Data Analysis, Analysis, Leadership, Valuation, Economics, Microsoft Excel, Leadership Development, Investment Banking, Financial Modeling, Finance
Education
Rollins College - Crummer Graduate School of Business 2011 — 2012
Master of Business Administration (MBA), Finance, General, 4.0
Florida State University - College of Business 2007 — 2010
Bachelor of Science in Finance, Finance
Guzman Josephine's UBS Experience 2010 - 2012
Job OWNER/Certified Travel Agent at NABI ENTERPRISES LLC dba NABI Travel
Industry Leisure, Travel & Tourism
Experience
The PRAXIS Institute April 2014 - Present
NABI ENTERPRISES LLC now opened NABI Travel October 2013 - Present
NABI ENTERPRISES LLC December 2011 - Present
NABI Ethnic Events Planning May 2011 - Present
UBS 2010 - 2012
Cantera and Company Law Offices PA 1997 - 2002
Miami, Florida January 1979 - December 2001
Skills
Student Recruiting, Admissions, Higher Education, Enrollment Management, Student Affairs, Adult Education, Staff Development, Educational Leadership, Curriculum Development, Retaining Customers, Resume Writing, Campus, Curriculum Design, Teaching, Management, Academic Administration, Leadership Development, Public Speaking, Instructional Design, E-Learning, Distance Learning, Student Financial Aid, Leadership, Career Development, Student Development, Career Counseling, Academic Advising, Conflict Resolution, Interviews, Accreditation, Training, Student Engagement, Event Planning, Facebook, Tutoring, Administration, Sales, Time Management, Training Delivery, Motivational Speaking, Customer Retention, Workforce Development, Research, Policy, Social Networking, Team Building, Grant Writing, Fundraising, Nonprofits
Education
Everest University 2008 — 2015
BS, Business Administration
Florida International University 1998 — 2002
Miami-Dade College, Insurance
The PRAXIS Institute April 2014 - Present
NABI ENTERPRISES LLC now opened NABI Travel October 2013 - Present
NABI ENTERPRISES LLC December 2011 - Present
NABI Ethnic Events Planning May 2011 - Present
UBS 2010 - 2012
Cantera and Company Law Offices PA 1997 - 2002
Miami, Florida January 1979 - December 2001
Skills
Student Recruiting, Admissions, Higher Education, Enrollment Management, Student Affairs, Adult Education, Staff Development, Educational Leadership, Curriculum Development, Retaining Customers, Resume Writing, Campus, Curriculum Design, Teaching, Management, Academic Administration, Leadership Development, Public Speaking, Instructional Design, E-Learning, Distance Learning, Student Financial Aid, Leadership, Career Development, Student Development, Career Counseling, Academic Advising, Conflict Resolution, Interviews, Accreditation, Training, Student Engagement, Event Planning, Facebook, Tutoring, Administration, Sales, Time Management, Training Delivery, Motivational Speaking, Customer Retention, Workforce Development, Research, Policy, Social Networking, Team Building, Grant Writing, Fundraising, Nonprofits
Education
Everest University 2008 — 2015
BS, Business Administration
Florida International University 1998 — 2002
Miami-Dade College, Insurance
Donald R. Murtaugh's UBS Experience August 2012 - February 2013
Job Private Banker at Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley Private Bank June 2014 - Present
Morgan Stanley March 2013 - June 2014
UBS August 2012 - February 2013
Morgan Stanley May 2010 - August 2012
Wells Fargo Advisors April 2006 - April 2010
Morgan Stanley January 2006 - April 2006
Morgan Stanley November 2005 - December 2005
Morgan Stanley April 2002 - October 2005
Morgan Stanley July 2000 - April 2002
Merrill Lynch June 1996 - July 2000
Skills
Series 7, Series 63, Mortgage Lending, Residential Mortgages, Microsoft Office, Cross Selling, Team-oriented, Private Banking, Mortgage Banking, Banking, Personal Financial..., Team Leadership, Wealth Management, Commercial Banking, Consumer Financing, Securities Based Lending
Education
Florida State University
Finance, Finance, General
Morgan Stanley Private Bank June 2014 - Present
Morgan Stanley March 2013 - June 2014
UBS August 2012 - February 2013
Morgan Stanley May 2010 - August 2012
Wells Fargo Advisors April 2006 - April 2010
Morgan Stanley January 2006 - April 2006
Morgan Stanley November 2005 - December 2005
Morgan Stanley April 2002 - October 2005
Morgan Stanley July 2000 - April 2002
Merrill Lynch June 1996 - July 2000
Skills
Series 7, Series 63, Mortgage Lending, Residential Mortgages, Microsoft Office, Cross Selling, Team-oriented, Private Banking, Mortgage Banking, Banking, Personal Financial..., Team Leadership, Wealth Management, Commercial Banking, Consumer Financing, Securities Based Lending
Education
Florida State University
Finance, Finance, General
Diane Rosamilia's UBS Experience March 1997 - January 2009
Job RN at Medical University of South Carolina
Industry Hospital & Health Care
Experience
Medical University of South Carolina June 2015 - Present
Low Country Rheumatology August 2014 - May 2015
UBS March 1997 - January 2009
Skills
Equities, Policy, Investments, Portfolio Management, Securities, Fixed Income, Mutual Funds, Series 63
Education
Medical University of South Carolina 2013 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Florida Atlantic University 1992 — 1994
MBA, Management
University of Notre Dame 1986 — 1990
B.A., American Studies (Journalism), Arts & Letters Program for Administrators (ALPA)
Medical University of South Carolina June 2015 - Present
Low Country Rheumatology August 2014 - May 2015
UBS March 1997 - January 2009
Skills
Equities, Policy, Investments, Portfolio Management, Securities, Fixed Income, Mutual Funds, Series 63
Education
Medical University of South Carolina 2013 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Florida Atlantic University 1992 — 1994
MBA, Management
University of Notre Dame 1986 — 1990
B.A., American Studies (Journalism), Arts & Letters Program for Administrators (ALPA)
Andrew Kramarczuk, MBA, CPA's UBS Experience 2010 - 2010
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2012 - Present
KPMG US July 2012 - November 2012
KPMG November 2010 - July 2012
UBS 2010 - 2010
Marsh 2008 - 2009
Education
Fordham University - Graduate School of Business Administration 2009 — 2010
Master of Business Administration (MBA), Finance, General
Fordham University 2006 — 2009
Bachelor of Science (BS), Accounting
Richmond, The American International University in London 2005 — 2006
International Business
St. Paul Academy and Summit School
Goldman Sachs November 2012 - Present
KPMG US July 2012 - November 2012
KPMG November 2010 - July 2012
UBS 2010 - 2010
Marsh 2008 - 2009
Education
Fordham University - Graduate School of Business Administration 2009 — 2010
Master of Business Administration (MBA), Finance, General
Fordham University 2006 — 2009
Bachelor of Science (BS), Accounting
Richmond, The American International University in London 2005 — 2006
International Business
St. Paul Academy and Summit School
Mark Michel, CIMA®, CPWA®, AIF®'s UBS Experience December 1997 - March 2005
Job Director iShares Business Development Officer at BlackRock
Industry Financial Services
Experience
BlackRock March 2007 - Present
Pioneer Investments March 2005 - March 2007
UBS December 1997 - March 2005
AT&T August 1994 - August 1997
Education
Fairleigh Dickinson University 1995 — 2000
MBA, Marketing
Ithaca College 1988 — 1992
BS, Communications Management
BlackRock March 2007 - Present
Pioneer Investments March 2005 - March 2007
UBS December 1997 - March 2005
AT&T August 1994 - August 1997
Education
Fairleigh Dickinson University 1995 — 2000
MBA, Marketing
Ithaca College 1988 — 1992
BS, Communications Management
Elaine Flanigan, CFP®'s UBS Experience 2009 - Present
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS 2009 - Present
Morgan Stanley Smith Barney May 2006 - March 2009
Education
Florida Atlantic University 1988 — 1992
UBS 2009 - Present
Morgan Stanley Smith Barney May 2006 - March 2009
Education
Florida Atlantic University 1988 — 1992
Alex Santiuste's UBS Experience June 2015 - Present
Job Complex Risk Analyst at UBS Financial Services
Industry Financial Services
Experience
UBS June 2015 - Present
Fidelity Investments June 2014 - June 2015
Fidelity Investments June 2013 - June 2014
Scottrade May 2011 - May 2013
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance
UBS June 2015 - Present
Fidelity Investments June 2014 - June 2015
Fidelity Investments June 2013 - June 2014
Scottrade May 2011 - May 2013
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance
Allison McBride's UBS Experience September 2007 - December 2007
Job Financial Analyst at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin April 2010 - Present
Lockheed Martin June 2008 - April 2010
UBS September 2007 - December 2007
Green Mountain Power September 2007 - December 2007
Lockheed Martin May 2007 - August 2007
Skills
Earned Value Management, DoD, Government Contracting, Security Clearance, Process Improvement, Cross-functional Team..., Financial Analysis, SAP, Microsoft Excel, Program Management, Microsoft Office, Project Planning, Forecasting, Leadership, Management
Education
Florida Institute of Technology 2012 — 2013
Masters of Business Administration
Saint Michael's College 2004 — 2008
BS, Business Administration, Minors in Marketing and Finance
University College Dublin 2006 — 2006
Business Administration
Lockheed Martin April 2010 - Present
Lockheed Martin June 2008 - April 2010
UBS September 2007 - December 2007
Green Mountain Power September 2007 - December 2007
Lockheed Martin May 2007 - August 2007
Skills
Earned Value Management, DoD, Government Contracting, Security Clearance, Process Improvement, Cross-functional Team..., Financial Analysis, SAP, Microsoft Excel, Program Management, Microsoft Office, Project Planning, Forecasting, Leadership, Management
Education
Florida Institute of Technology 2012 — 2013
Masters of Business Administration
Saint Michael's College 2004 — 2008
BS, Business Administration, Minors in Marketing and Finance
University College Dublin 2006 — 2006
Business Administration
Larry Xhama's UBS Experience September 2014 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS September 2014 - Present
Merrill Lynch September 2011 - September 2014
Education
Florida Atlantic University 2007 — 2010
Finance, Finance
Florida Atlantic University 2007 — 2009
Finance
UBS September 2014 - Present
Merrill Lynch September 2011 - September 2014
Education
Florida Atlantic University 2007 — 2010
Finance, Finance
Florida Atlantic University 2007 — 2009
Finance
Morgan Weiss's UBS Experience October 2012 - January 2013
Job Research Assistant at UCLA
Industry Financial Services
Experience
University of Southern California September 2011 - September 2014
UCLA June 2014 - August 2014
University of Southern California February 2013 - December 2013
UBS October 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, SQL, Statistics, Analysis, Finance, Investments, Data Analysis
Education
Florida State University 2015 — 2020
Doctor of Philosophy (Ph.D.), Financial Mathematics
University of Southern California 2011 — 2013
Bachelor of Science (B.A.S), Business Administration, Financial Mathematics
University of Southern California September 2011 - September 2014
UCLA June 2014 - August 2014
University of Southern California February 2013 - December 2013
UBS October 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, SQL, Statistics, Analysis, Finance, Investments, Data Analysis
Education
Florida State University 2015 — 2020
Doctor of Philosophy (Ph.D.), Financial Mathematics
University of Southern California 2011 — 2013
Bachelor of Science (B.A.S), Business Administration, Financial Mathematics
Lauren Zubizarreta's UBS Experience May 2012 - Present
Job
Industry Marketing and Advertising
Experience
UBS May 2012 - Present
Education
Florida International University 2007 — 2012
UBS May 2012 - Present
Education
Florida International University 2007 — 2012
Benjamin Serna's UBS Experience February 2010 - June 2012
Job mailroom clerk at UBS
Industry Financial Services
Experience
UBS February 2010 - June 2012
UBS 2010 - 2012
Cambridge Security August 2008 - February 2010
Skills
Office Management, Human Resources, Microsoft Excel, Securities, Mutual Funds, Access, Microsoft Office, Customer Service, Microsoft Word, HTML, System Administration
Education
Fashion Institute of Technology 2007 — 2008
UBS February 2010 - June 2012
UBS 2010 - 2012
Cambridge Security August 2008 - February 2010
Skills
Office Management, Human Resources, Microsoft Excel, Securities, Mutual Funds, Access, Microsoft Office, Customer Service, Microsoft Word, HTML, System Administration
Education
Fashion Institute of Technology 2007 — 2008
Craig Dworkin's UBS Experience 2001 - 2012
Job Equity Analyst at GoldForge Management
Industry Financial Services
Experience
GoldForge Management January 2013 - Present
UBS 2001 - 2012
Education
Florida Atlantic University 2009 — 2012
Bachelor of Science (B.S.), Finance, General
GoldForge Management January 2013 - Present
UBS 2001 - 2012
Education
Florida Atlantic University 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Peter Navaretta's UBS Experience July 2011 - Present
Job Investment Associate at UBS
Industry Financial Services
Experience
UBS July 2011 - Present
Education
Florida Institute of Technology
Master Business Administration
UBS July 2011 - Present
Education
Florida Institute of Technology
Master Business Administration
Susan J. Davis, CDFA's UBS Experience July 2012 - Present
Job Certified Divorce Financial Analyst/Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS July 2012 - Present
UBS July 2012 - Present
Morgan Stanley June 2007 - July 2012
Education
Fashion Institute of Technology
Bachelor of Science (BS), Marketing
UBS July 2012 - Present
UBS July 2012 - Present
Morgan Stanley June 2007 - July 2012
Education
Fashion Institute of Technology
Bachelor of Science (BS), Marketing
Andrea Zona's UBS Experience August 2013 - Present
Job Executive Team Assistant at UBS
Industry Financial Services
Experience
UBS August 2013 - Present
UBS December 2010 - August 2013
Bank of America July 2006 - December 2010
Skills
Series 7, Licensed Life & Health..., Wealth Management..., Marketing, Event Planning, Financial Services
Education
Florida Atlantic University
Bachelor of Science (BS), Finance
UBS August 2013 - Present
UBS December 2010 - August 2013
Bank of America July 2006 - December 2010
Skills
Series 7, Licensed Life & Health..., Wealth Management..., Marketing, Event Planning, Financial Services
Education
Florida Atlantic University
Bachelor of Science (BS), Finance
Brittany Shell's UBS Experience November 2014 - Present
Job Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS November 2014 - Present
Other January 2013 - April 2014
Florida Coastal School of Law June 2012 - December 2012
Office of the State Attorney, 8th Judicial Circuit, Florida May 2011 - July 2011
Education
Florida Coastal School of Law 2011 — 2014
Juris Doctor (JD)
University of Florida 2009 — 2011
Bachelors of Science (BS), Food and Resource Economics, Cum Laude
Santa Fe College 2006 — 2008
Associate of Arts (AA), English
UBS November 2014 - Present
Other January 2013 - April 2014
Florida Coastal School of Law June 2012 - December 2012
Office of the State Attorney, 8th Judicial Circuit, Florida May 2011 - July 2011
Education
Florida Coastal School of Law 2011 — 2014
Juris Doctor (JD)
University of Florida 2009 — 2011
Bachelors of Science (BS), Food and Resource Economics, Cum Laude
Santa Fe College 2006 — 2008
Associate of Arts (AA), English
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.