UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Employee
Years
Job
Industry
Carly Lintvedt Carly Lintvedt's UBS Experience April 2011 - August 2013
Job Manager, Client Integration at MUFG Investor Services
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services June 2014 - Present
Meridian Fund Services August 2013 - June 2014
UBS April 2011 - August 2013
UBS October 2009 - April 2011
Brown Brothers Harriman June 2008 - August 2008
Skills
Wealth Management, Series 99, Microsoft Office, Financial Services, Customer Service, Microsoft Excel, Client Liaison, Meeting Planning, MeetingPlace, Quality Center, Business Requirements, Marketing, Hedge Funds, Asset Management, Anti Money Laundering, Client Services, Collaborative Problem..., KYC, New Client..., Onboarding, Project Management, Relationship Management, Strategic Consulting
Education
Fordham University 2005 — 2009
Bachelor of Science, Finance
Mitsubishi UFJ Fund Services June 2014 - Present
Meridian Fund Services August 2013 - June 2014
UBS April 2011 - August 2013
UBS October 2009 - April 2011
Brown Brothers Harriman June 2008 - August 2008
Skills
Wealth Management, Series 99, Microsoft Office, Financial Services, Customer Service, Microsoft Excel, Client Liaison, Meeting Planning, MeetingPlace, Quality Center, Business Requirements, Marketing, Hedge Funds, Asset Management, Anti Money Laundering, Client Services, Collaborative Problem..., KYC, New Client..., Onboarding, Project Management, Relationship Management, Strategic Consulting
Education
Fordham University 2005 — 2009
Bachelor of Science, Finance
Kate Dunham Kate Dunham's UBS Experience February 2015 - May 2015
Job Student at Fordham University London Centre
Industry Financial Services
Experience
Spencer Stuart June 2015 - August 2015
UBS February 2015 - May 2015
J.P. Morgan April 2015 - April 2015
Restaurants Unlimited Inc. (RUI) May 2014 - August 2014
Education
Fordham University 2013 — 2017
Gabelli School of Business - Finance, Sophomore
Lake Oswego High School 2009 — 2013
Fordham University, Gabelli School of Business, London Centre
Spencer Stuart June 2015 - August 2015
UBS February 2015 - May 2015
J.P. Morgan April 2015 - April 2015
Restaurants Unlimited Inc. (RUI) May 2014 - August 2014
Education
Fordham University 2013 — 2017
Gabelli School of Business - Finance, Sophomore
Lake Oswego High School 2009 — 2013
Fordham University, Gabelli School of Business, London Centre
John Randolph John Randolph's UBS Experience January 2012 - May 2012
Job Graduate Student at Fordham University
Industry Accounting
Experience
Broadridge Financial Solutions June 2013 - August 2013
UBS January 2012 - May 2012
Usdan Center for the Creative and Performing Arts January 2009 - May 2012
Skills
Microsoft Office, Morningstar, Bloomberg, SharePoint, Teamwork, Analysis, Time Management, Finance, Facebook
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's Degree, Professional Accounting
Fordham University 2010 — 2014
Bachelor of Science (BS), Applied Accounting and Finance
Broadridge Financial Solutions June 2013 - August 2013
UBS January 2012 - May 2012
Usdan Center for the Creative and Performing Arts January 2009 - May 2012
Skills
Microsoft Office, Morningstar, Bloomberg, SharePoint, Teamwork, Analysis, Time Management, Finance, Facebook
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's Degree, Professional Accounting
Fordham University 2010 — 2014
Bachelor of Science (BS), Applied Accounting and Finance
Elliott Nathanson Elliott Nathanson's UBS Experience November 2012 - March 2013
Job Associate at Ramius LLC
Industry Law Practice
Experience
Ramius LLC April 2013 - Present
UBS November 2012 - March 2013
Lincoln Square Legal Services August 2011 - December 2011
Brooklyn Bar Association May 2011 - August 2011
Fordham Law School May 2010 - April 2011
StreetSquash 2009 - 2010
Education
Fordham University School of Law 2009 — 2012
Doctor of Law (J.D.), cum laude
Fordham University 2007 — 2009
Bachelor of Arts (B.A.), Philosophy
Staples High School 2001 — 2005
Ramius LLC April 2013 - Present
UBS November 2012 - March 2013
Lincoln Square Legal Services August 2011 - December 2011
Brooklyn Bar Association May 2011 - August 2011
Fordham Law School May 2010 - April 2011
StreetSquash 2009 - 2010
Education
Fordham University School of Law 2009 — 2012
Doctor of Law (J.D.), cum laude
Fordham University 2007 — 2009
Bachelor of Arts (B.A.), Philosophy
Staples High School 2001 — 2005
Tanja Hughes Tanja Hughes's UBS Experience October 2011 - December 2011
Job Business Analyst
Industry Investment Management
Experience
AB June 2014 - Present
J.P. Morgan June 2013 - August 2013
Standard & Poor's May 2012 - August 2012
Giorgio Armani Corporation February 2012 - May 2012
UBS October 2011 - December 2011
Skills
Visio, Portfolio Management, Financial Modeling, Microsoft Excel, Corporate Finance, Financial Analysis, Finance, Retail, Investment Banking, Sales
Education
Fordham Gabelli School of Business 2010 — 2014
Bachelor of Science (BS), Accounting and Finance, 3.83/4.0
AB June 2014 - Present
J.P. Morgan June 2013 - August 2013
Standard & Poor's May 2012 - August 2012
Giorgio Armani Corporation February 2012 - May 2012
UBS October 2011 - December 2011
Skills
Visio, Portfolio Management, Financial Modeling, Microsoft Excel, Corporate Finance, Financial Analysis, Finance, Retail, Investment Banking, Sales
Education
Fordham Gabelli School of Business 2010 — 2014
Bachelor of Science (BS), Accounting and Finance, 3.83/4.0
Julie Moscow Fox Julie Moscow Fox's UBS Experience March 2014 - Present
Job Managing Director, Head of Sales, Advice and Solutions, UBS Wealth Management Americas
Industry Financial Services
Experience
UBS March 2014 - Present
UBS April 2012 - March 2014
UBS April 2011 - April 2012
UBS September 2009 - April 2011
UBS April 2006 - September 2009
UBS October 2002 - April 2006
Skills
Equities, Investments, Wealth Management, Fixed Income, Series 7, Alternative Investments, Asset Management, Strategy
Education
Fordham University - Graduate School of Business Administration 2009 — 2010
Master of Business Administration (M.B.A.), Executive MBA Program
Lehigh University 1998 — 2002
Bachelor of Arts (B.A.)
UBS March 2014 - Present
UBS April 2012 - March 2014
UBS April 2011 - April 2012
UBS September 2009 - April 2011
UBS April 2006 - September 2009
UBS October 2002 - April 2006
Skills
Equities, Investments, Wealth Management, Fixed Income, Series 7, Alternative Investments, Asset Management, Strategy
Education
Fordham University - Graduate School of Business Administration 2009 — 2010
Master of Business Administration (M.B.A.), Executive MBA Program
Lehigh University 1998 — 2002
Bachelor of Arts (B.A.)
Matt Sheahan (MBA, MHA) Matt Sheahan (MBA, MHA)'s UBS Experience December 2009 - January 2012
Job Manager Hospitality Analytics at MGM Resorts International
Industry Hospitality
Experience
MGM Resorts International January 2015 - Present
Fortress Investment Group March 2013 - July 2013
UBS December 2009 - January 2012
COLEBROOKE CAPITAL VENTURES December 2008 - December 2009
Hillstone Restaurant Group February 2003 - February 2009
Skills
Equities, Investment Banking, Valuation, Finance, Derivatives, Risk Management, Financial Analysis, Trading, Financial Services, Portfolio Management, Due Diligence, Financial Modeling, Mergers & Acquisitions, Fixed Income, Management
Education
University of Nevada-Las Vegas 2013 — 2014
Master of Hospitality Administration
Fordham Gabelli School of Business 2008 — 2009
MBA
Pace University-Pleasantville/Briarcliff Campus
BS, Marketing
MGM Resorts International January 2015 - Present
Fortress Investment Group March 2013 - July 2013
UBS December 2009 - January 2012
COLEBROOKE CAPITAL VENTURES December 2008 - December 2009
Hillstone Restaurant Group February 2003 - February 2009
Skills
Equities, Investment Banking, Valuation, Finance, Derivatives, Risk Management, Financial Analysis, Trading, Financial Services, Portfolio Management, Due Diligence, Financial Modeling, Mergers & Acquisitions, Fixed Income, Management
Education
University of Nevada-Las Vegas 2013 — 2014
Master of Hospitality Administration
Fordham Gabelli School of Business 2008 — 2009
MBA
Pace University-Pleasantville/Briarcliff Campus
BS, Marketing
Karen Padawer Karen Padawer's UBS Experience November 2005 - March 2007
Job President at KIP Consulting & Design Inc
Industry Information Technology and Services
Experience
KIP Consulting & Design Inc 2013 - Present
Bridgewater Associates December 2013 - August 2014
Morgan Stanley 2012 - August 2013
Credit Suisse February 2012 - July 2012
North Shore Long Island Jewish Health System July 2010 - November 2011
The Nielsen Company February 2008 - April 2010
UBS November 2005 - March 2007
CHASE Credit Card Services 1994 - 2004
Scudder, Stevens & Clark 1987 - 1994
Citibank 1980 - 1985
Skills
Vendor Management, SDLC, Business Process..., PMO, Change Management, Information Technology, Project Management, Project Portfolio..., Process Improvement, Business Analysis, Business Process, PMP, Process Engineering, Consulting, Management, Requirements Gathering, Quality Assurance, IT Management, Business Intelligence, Team Building, Visio, Training, Leadership, Program Management, Software Project..., MS Project, IT Strategy, Software Development, Analysis, Integration, Outsourcing, CRM, Cross-functional Team..., Six Sigma, Risk Management, Organizational Change..., Governance
Education
Fordham Gabelli School of Business
MBA, Marketing
University at Albany, SUNY
BS, Business Administration
KIP Consulting & Design Inc 2013 - Present
Bridgewater Associates December 2013 - August 2014
Morgan Stanley 2012 - August 2013
Credit Suisse February 2012 - July 2012
North Shore Long Island Jewish Health System July 2010 - November 2011
The Nielsen Company February 2008 - April 2010
UBS November 2005 - March 2007
CHASE Credit Card Services 1994 - 2004
Scudder, Stevens & Clark 1987 - 1994
Citibank 1980 - 1985
Skills
Vendor Management, SDLC, Business Process..., PMO, Change Management, Information Technology, Project Management, Project Portfolio..., Process Improvement, Business Analysis, Business Process, PMP, Process Engineering, Consulting, Management, Requirements Gathering, Quality Assurance, IT Management, Business Intelligence, Team Building, Visio, Training, Leadership, Program Management, Software Project..., MS Project, IT Strategy, Software Development, Analysis, Integration, Outsourcing, CRM, Cross-functional Team..., Six Sigma, Risk Management, Organizational Change..., Governance
Education
Fordham Gabelli School of Business
MBA, Marketing
University at Albany, SUNY
BS, Business Administration
Frank C. Amato Frank C. Amato's UBS Experience January 2003 - May 2009
Job COO & Controller at BasePoint Capital
Industry Financial Services
Experience
BasePoint Capital January 2012 - Present
Moelis & Company May 2009 - January 2012
UBS January 2003 - May 2009
UBS October 1997 - December 2002
KPMG October 1993 - October 1997
BDO Seidman, LLP September 1991 - October 1993
Skills
Capital Markets, Fixed Income, Finance, Financial Services, Hedge Funds, Valuation, Due Diligence, Securities, Loans, Financial Analysis, Internal Controls, Accounting
Education
Fordham University 1987 — 1991
BS, Accounting
Stepinac High School 1983 — 1987
Professional Certifications:
BasePoint Capital January 2012 - Present
Moelis & Company May 2009 - January 2012
UBS January 2003 - May 2009
UBS October 1997 - December 2002
KPMG October 1993 - October 1997
BDO Seidman, LLP September 1991 - October 1993
Skills
Capital Markets, Fixed Income, Finance, Financial Services, Hedge Funds, Valuation, Due Diligence, Securities, Loans, Financial Analysis, Internal Controls, Accounting
Education
Fordham University 1987 — 1991
BS, Accounting
Stepinac High School 1983 — 1987
Professional Certifications:
Joy CHEN, CPA, MBA's UBS Experience May 2011 - August 2012
Job Senior Consultant at EY Advisory
Industry Financial Services
Colin Corbett Colin Corbett's UBS Experience May 2013 - December 2013
Job Sales Executive
Industry Online Media
Experience
Renewable Biofuels May 2015 - Present
Viacom June 2014 - November 2014
Société Générale December 2013 - April 2014
UBS May 2013 - December 2013
J.P. Morgan January 2013 - May 2013
Nomura Securities July 2011 - May 2012
Soros Fund Management May 2010 - September 2010
Goldman Sachs Mentoring Day October 2009 - October 2009
Morgan Stanley Wealth Management January 2009 - June 2009
Wachovia Securities LLC December 2008 - January 2009
Skills
Finance, Sales, Cold Calling, Hedge Funds, Trading, Fixed Income, Equities, Options, Derivatives, Investment Banking, Bloomberg, Investments, Portfolio Management
Education
Fordham University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Fordham University 2008 — 2011
B.A
Fordham University
B.A, Finance
Renewable Biofuels May 2015 - Present
Viacom June 2014 - November 2014
Société Générale December 2013 - April 2014
UBS May 2013 - December 2013
J.P. Morgan January 2013 - May 2013
Nomura Securities July 2011 - May 2012
Soros Fund Management May 2010 - September 2010
Goldman Sachs Mentoring Day October 2009 - October 2009
Morgan Stanley Wealth Management January 2009 - June 2009
Wachovia Securities LLC December 2008 - January 2009
Skills
Finance, Sales, Cold Calling, Hedge Funds, Trading, Fixed Income, Equities, Options, Derivatives, Investment Banking, Bloomberg, Investments, Portfolio Management
Education
Fordham University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Fordham University 2008 — 2011
B.A
Fordham University
B.A, Finance
Emily Norian Emily Norian's UBS Experience September 2007 - May 2008
Job Registered Nurse, BSN
Industry Hospital & Health Care
Experience
Clinical Experience January 2013 - April 2014
Houlihan Lokey December 2010 - December 2012
Citi July 2009 - April 2011
Soros Fund Management May 2008 - September 2008
UBS September 2007 - May 2008
Ithaka Harbors May 2007 - September 2007
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Financial Reporting, Social Media, Project Management, Business Analysis, Customer Service, Microsoft Word, Statistics, Databases, Event Planning, Outlook, Leadership, Mergers & Acquisitions, Analysis, Banking
Education
University of Medicine and Dentistry of New Jersey 2013 — 2014
Bachelor of Science (B.S.), Nursing
Fordham University 2007 — 2009
Bachelors, Business Administration - Finance
James Madison University 2005 — 2007
Clinical Experience January 2013 - April 2014
Houlihan Lokey December 2010 - December 2012
Citi July 2009 - April 2011
Soros Fund Management May 2008 - September 2008
UBS September 2007 - May 2008
Ithaka Harbors May 2007 - September 2007
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Financial Reporting, Social Media, Project Management, Business Analysis, Customer Service, Microsoft Word, Statistics, Databases, Event Planning, Outlook, Leadership, Mergers & Acquisitions, Analysis, Banking
Education
University of Medicine and Dentistry of New Jersey 2013 — 2014
Bachelor of Science (B.S.), Nursing
Fordham University 2007 — 2009
Bachelors, Business Administration - Finance
James Madison University 2005 — 2007
Steven Ferry's UBS Experience September 2010 - December 2010
Job Lead Analyst at Expand Research LLP, a Company of The Boston Consulting Group
Industry Management Consulting
Experience
Expand Research LLP April 2014 - Present
Trillium Trading, LLC August 2012 - March 2014
UniCredit June 2012 - August 2012
StepStone Group November 2011 - May 2012
Merrill Lynch February 2011 - August 2011
UBS September 2010 - December 2010
Education
Fordham University 2008 — 2012
Bachelor's degree, Finance, General
Expand Research LLP April 2014 - Present
Trillium Trading, LLC August 2012 - March 2014
UniCredit June 2012 - August 2012
StepStone Group November 2011 - May 2012
Merrill Lynch February 2011 - August 2011
UBS September 2010 - December 2010
Education
Fordham University 2008 — 2012
Bachelor's degree, Finance, General
Mariela Anguiano's UBS Experience February 2012 - October 2012
Job Latin American Emerging Markets Fixed Income Research Associate at BCP Securities
Industry Financial Services
Experience
BCP Securities October 2012 - Present
UBS February 2012 - October 2012
Mercer September 2008 - September 2011
Skills
Bloomberg, VBA, Fixed Income, Financial Modeling, Derivatives, Equities, Data Analysis, Economics, Statistics, Risk Management, Investments, Matlab, Financial Analysis, Analysis, Finance
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA & Master of Science, Quantitative Finance, 3.75
Barnard College, Columbia University 2004 — 2008
B.A., Economics & Mathematics
BCP Securities October 2012 - Present
UBS February 2012 - October 2012
Mercer September 2008 - September 2011
Skills
Bloomberg, VBA, Fixed Income, Financial Modeling, Derivatives, Equities, Data Analysis, Economics, Statistics, Risk Management, Investments, Matlab, Financial Analysis, Analysis, Finance
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA & Master of Science, Quantitative Finance, 3.75
Barnard College, Columbia University 2004 — 2008
B.A., Economics & Mathematics
Chris Huser Chris Huser's UBS Experience February 2012 - May 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2014 - Present
Student Managed Investment Fund (SMIF) January 2013 - January 2014
Deutsche Bank June 2013 - August 2013
GE Capital June 2012 - August 2012
UBS February 2012 - May 2012
Wells Fargo Advisors June 2011 - August 2011
Sears, Roebuck and Co. April 2008 - January 2010
Education
Fordham University 2010 — 2014
Bachelor of Science (B.Sc.), Finance
Teaneck High School 2006 — 2010
HS Diploma
Deutsche Bank July 2014 - Present
Student Managed Investment Fund (SMIF) January 2013 - January 2014
Deutsche Bank June 2013 - August 2013
GE Capital June 2012 - August 2012
UBS February 2012 - May 2012
Wells Fargo Advisors June 2011 - August 2011
Sears, Roebuck and Co. April 2008 - January 2010
Education
Fordham University 2010 — 2014
Bachelor of Science (B.Sc.), Finance
Teaneck High School 2006 — 2010
HS Diploma
Michael Landon's UBS Experience September 2012 - October 2012
Job FullStack Web Developer
Industry Internet
Experience
ileana international inc January 2014 - Present
Barsha Wines & Spirits September 2013 - November 2014
UBS September 2012 - October 2012
Consulate General of Spain, Boston June 2012 - August 2012
Foreign Policy Association October 2011 - December 2011
LP33.tv June 2011 - August 2011
Skills
Public Speaking, Spanish, Argumentation, Video Editing, Final Cut Pro, Budgeting, Writing, Social Media, Wordpress, Blogging, Editing
Education
Fordham University 2009 — 2013
Bachelor of Arts, Philosophy
ileana international inc January 2014 - Present
Barsha Wines & Spirits September 2013 - November 2014
UBS September 2012 - October 2012
Consulate General of Spain, Boston June 2012 - August 2012
Foreign Policy Association October 2011 - December 2011
LP33.tv June 2011 - August 2011
Skills
Public Speaking, Spanish, Argumentation, Video Editing, Final Cut Pro, Budgeting, Writing, Social Media, Wordpress, Blogging, Editing
Education
Fordham University 2009 — 2013
Bachelor of Arts, Philosophy
Daniel Spillane's UBS Experience June 2005 - August 2005
Job at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates January 2015 - Present
EY April 2013 - January 2015
Deloitte September 2010 - April 2013
TSG Reporting September 2006 - June 2010
UBS June 2005 - August 2005
Consumer Home Mortgage Company of America June 2004 - August 2004
Skills
Customer Relations, Strategic Planning, New Business Development, Problem Solving, Strategic Partnerships, Account Management, Program Management, Cross-functional Team..., Sales, Customer Service, Negotiation, Business Strategy, Business Development, Marketing Strategy, Marketing, CRM, Management, Strategy, Management Consulting, Integration, Competitive Analysis, Salesforce.com, Leadership, Consulting, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Double Major: Finance & Management
Fordham University 2005 — 2005
Finance
Boston College High School 1999 — 2002
Investment Banking Institute
Bridgewater Associates January 2015 - Present
EY April 2013 - January 2015
Deloitte September 2010 - April 2013
TSG Reporting September 2006 - June 2010
UBS June 2005 - August 2005
Consumer Home Mortgage Company of America June 2004 - August 2004
Skills
Customer Relations, Strategic Planning, New Business Development, Problem Solving, Strategic Partnerships, Account Management, Program Management, Cross-functional Team..., Sales, Customer Service, Negotiation, Business Strategy, Business Development, Marketing Strategy, Marketing, CRM, Management, Strategy, Management Consulting, Integration, Competitive Analysis, Salesforce.com, Leadership, Consulting, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Double Major: Finance & Management
Fordham University 2005 — 2005
Finance
Boston College High School 1999 — 2002
Investment Banking Institute
Daniel Anzalone Daniel Anzalone's UBS Experience April 2007 - Present
Job Investment Officer at UBS Alternative & Quantitative Investments
Industry Financial Services
Experience
UBS April 2007 - Present
Citi July 2006 - April 2007
Skills
Hedge Funds, Fixed Income, Alternative Investments, Economics, Fund Of Funds, Asset Management, Investments
Education
Fordham University 2002 — 2006
Bachelor of Science (BS), Business Administration
Eastchester High School 1998 — 2002
UBS April 2007 - Present
Citi July 2006 - April 2007
Skills
Hedge Funds, Fixed Income, Alternative Investments, Economics, Fund Of Funds, Asset Management, Investments
Education
Fordham University 2002 — 2006
Bachelor of Science (BS), Business Administration
Eastchester High School 1998 — 2002
Christopher Leahy's UBS Experience January 2012 - May 2012
Job Sales Trading Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Nomura June 2013 - August 2013
Cohen & Steers June 2012 - May 2013
UBS January 2012 - May 2012
Marcus & Millichap October 2011 - December 2011
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Applied Accounting & Finance
Centereach High School 2006 — 2010
Bank of America Merrill Lynch July 2014 - Present
Nomura June 2013 - August 2013
Cohen & Steers June 2012 - May 2013
UBS January 2012 - May 2012
Marcus & Millichap October 2011 - December 2011
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Applied Accounting & Finance
Centereach High School 2006 — 2010
Katie Leva Katie Leva's UBS Experience September 2015 - Present
Job Web Specialist at UBS
Industry Public Relations and Communications
Experience
UBS September 2015 - Present
UBS August 2014 - August 2015
World Photography Organisation September 2013 - December 2013
Kodak April 2013 - August 2013
Temple University Administrative Services September 2012 - August 2013
Wonderful Machine June 2012 - August 2012
The Madison Square Garden Company March 2012 - May 2012
Skills
Photography, Photoshop, Research, Microsoft Office, Social Media, Social Media Marketing, Writing, Problem Solving, Omniture, Project Management
Education
Temple University 2012 — 2014
Communication and Media Studies, Communication and Media Studies
Foundation for International Education 2013 — 2013
International Communication and Media Studies, Communication and Media Studies
Fordham University 2010 — 2012
Communication and Media Studies
UBS September 2015 - Present
UBS August 2014 - August 2015
World Photography Organisation September 2013 - December 2013
Kodak April 2013 - August 2013
Temple University Administrative Services September 2012 - August 2013
Wonderful Machine June 2012 - August 2012
The Madison Square Garden Company March 2012 - May 2012
Skills
Photography, Photoshop, Research, Microsoft Office, Social Media, Social Media Marketing, Writing, Problem Solving, Omniture, Project Management
Education
Temple University 2012 — 2014
Communication and Media Studies, Communication and Media Studies
Foundation for International Education 2013 — 2013
International Communication and Media Studies, Communication and Media Studies
Fordham University 2010 — 2012
Communication and Media Studies
William Regan William Regan's UBS Experience 1998 - 2002
Job Independent Consultant
Industry Financial Services
Experience
Capstone Affluent Strategies January 2013 - May 2014
Independent Financial Advisory March 2012 - December 2012
JPMorgan Chase October 2002 - July 2011
UBS 1998 - 2002
Morgan Stanley Smith Barney 1991 - 1998
Skills
Investments, Finance, Leadership, Management, Strategic Partnerships, Recruiting, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Securities, Fixed Income, Financial Services, Series 7, Retirement Planning, Asset Management, Series 63, Asset Allocation, Financial Analysis, Financial Planning, Equities, Banking
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
St Peters College, Jersey City,NJ
BS, Accounting
Capstone Affluent Strategies January 2013 - May 2014
Independent Financial Advisory March 2012 - December 2012
JPMorgan Chase October 2002 - July 2011
UBS 1998 - 2002
Morgan Stanley Smith Barney 1991 - 1998
Skills
Investments, Finance, Leadership, Management, Strategic Partnerships, Recruiting, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Securities, Fixed Income, Financial Services, Series 7, Retirement Planning, Asset Management, Series 63, Asset Allocation, Financial Analysis, Financial Planning, Equities, Banking
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
St Peters College, Jersey City,NJ
BS, Accounting
Shargun Ganesh Shargun Ganesh's UBS Experience January 2012 - May 2012
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2014 - Present
Capco January 2013 - April 2014
Marathon Asset Management October 2012 - December 2012
Marathon Asset Management July 2012 - August 2012
UBS January 2012 - May 2012
eClerx August 2008 - August 2011
Skills
Reporting & Analysis, Expense Management, Team Management, Re-engineering, Operational Excellence, Quality Management, Business Intelligence, New Business Development, Business Objects, Essbase, MS Office Suite, Change Management, Derivatives, Transition Management, Business Strategy, Consulting, Financial Analysis, Asset Management, Microsoft Office, CRM, Cross-functional Team...
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Management
University of Pune
Bachelors in Engineering, Computer Science
Bank of America Merrill Lynch April 2014 - Present
Capco January 2013 - April 2014
Marathon Asset Management October 2012 - December 2012
Marathon Asset Management July 2012 - August 2012
UBS January 2012 - May 2012
eClerx August 2008 - August 2011
Skills
Reporting & Analysis, Expense Management, Team Management, Re-engineering, Operational Excellence, Quality Management, Business Intelligence, New Business Development, Business Objects, Essbase, MS Office Suite, Change Management, Derivatives, Transition Management, Business Strategy, Consulting, Financial Analysis, Asset Management, Microsoft Office, CRM, Cross-functional Team...
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Management
University of Pune
Bachelors in Engineering, Computer Science
Naomi Tramontano Naomi Tramontano's UBS Experience July 2006 - April 2011
Job Director, Real Estate Alliances at Steelcase
Industry Real Estate
Experience
Steelcase August 2012 - Present
Jones Lang LaSalle May 2011 - August 2012
UBS July 2006 - April 2011
Grubb and Ellis July 2005 - May 2006
Grubb and Ellis January 2004 - July 2005
Skills
Due Diligence, Financial Analysis, Real Estate, Corporate Real Estate, Real Estate Economics, Strategic Planning, Portfolio Management, Project Management
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance
Tulane University 1998 — 2002
BA, Classical Studies
Steelcase August 2012 - Present
Jones Lang LaSalle May 2011 - August 2012
UBS July 2006 - April 2011
Grubb and Ellis July 2005 - May 2006
Grubb and Ellis January 2004 - July 2005
Skills
Due Diligence, Financial Analysis, Real Estate, Corporate Real Estate, Real Estate Economics, Strategic Planning, Portfolio Management, Project Management
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance
Tulane University 1998 — 2002
BA, Classical Studies
Paul Nisco's UBS Experience November 2000 - September 2002
Job Learning and Talent Development Manager at Quorum Federal Credit Union
Industry Education Management
Experience
Quorum Federal Credit Union February 2015 - Present
Quorum Federal Credit Union January 2012 - Present
Commonwealth Brands Inc. March 2009 - January 2012
The Hartford February 2008 - November 2008
TIME Financial, A BISYS Company November 2005 - January 2008
Northwestern Mutual February 2002 - December 2005
UBS November 2000 - September 2002
Reuters 1993 - 2000
Reuters America Inc. 1993 - 2000
Skills
Training & Development, Coaching, Project Planning, Mentoring, Organizational Change, Team Building, Team Leadership, Strategic Planning, Leadership Development, Problem Solving, Staff Development, Change Management, Performance Management, Training, CRM, Sales, Strategy, Customer Satisfaction, Process Improvement, Customer Service, Negotiation, Business Development, Training Delivery, Marketing, Human Resources, Leadership, Recruiting, Budgets, Organizational..., Project Management, Management, Employee Training, New Business Development, Employee Relations, Talent Management, Sales Management, Sales Operations, Vendor Management, Public Speaking, Marketing Strategy, Account Management, Employee Benefits, Selling, Program Management, Operations Management, Call Centers, Onboarding, Interviews, Cross-functional Team..., Risk Management
Education
Fordham University 1989 — 1990
Bachelor of Arts, Political Science
John Cabot International College, Rome, Italy 1987 — 1988
Political Science and Government
Quorum Federal Credit Union February 2015 - Present
Quorum Federal Credit Union January 2012 - Present
Commonwealth Brands Inc. March 2009 - January 2012
The Hartford February 2008 - November 2008
TIME Financial, A BISYS Company November 2005 - January 2008
Northwestern Mutual February 2002 - December 2005
UBS November 2000 - September 2002
Reuters 1993 - 2000
Reuters America Inc. 1993 - 2000
Skills
Training & Development, Coaching, Project Planning, Mentoring, Organizational Change, Team Building, Team Leadership, Strategic Planning, Leadership Development, Problem Solving, Staff Development, Change Management, Performance Management, Training, CRM, Sales, Strategy, Customer Satisfaction, Process Improvement, Customer Service, Negotiation, Business Development, Training Delivery, Marketing, Human Resources, Leadership, Recruiting, Budgets, Organizational..., Project Management, Management, Employee Training, New Business Development, Employee Relations, Talent Management, Sales Management, Sales Operations, Vendor Management, Public Speaking, Marketing Strategy, Account Management, Employee Benefits, Selling, Program Management, Operations Management, Call Centers, Onboarding, Interviews, Cross-functional Team..., Risk Management
Education
Fordham University 1989 — 1990
Bachelor of Arts, Political Science
John Cabot International College, Rome, Italy 1987 — 1988
Political Science and Government
Maeve Egan Maeve Egan's UBS Experience January 2010 - May 2010
Job Surveillance at LNR Property LLC
Industry Financial Services
Experience
LNR Property LLC March 2015 - Present
American Express August 2013 - March 2015
American Express April 2013 - August 2013
American Express August 2011 - August 2013
Avon Cosmetics May 2010 - May 2011
UBS January 2010 - May 2010
Skills
Financial Analysis, Portfolio Management, Bloomberg Terminal, Financial Reporting, Investments, Marketing Strategy, Market Research, Marketing Communications, Marketing Management, Market Analysis, Budgets, Analysis, Strategy
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance & Marketing
Fordham University 2007 — 2011
BS, Finance
LNR Property LLC March 2015 - Present
American Express August 2013 - March 2015
American Express April 2013 - August 2013
American Express August 2011 - August 2013
Avon Cosmetics May 2010 - May 2011
UBS January 2010 - May 2010
Skills
Financial Analysis, Portfolio Management, Bloomberg Terminal, Financial Reporting, Investments, Marketing Strategy, Market Research, Marketing Communications, Marketing Management, Market Analysis, Budgets, Analysis, Strategy
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance & Marketing
Fordham University 2007 — 2011
BS, Finance
Miguel Jose Bantigue's UBS Experience October 2010 - December 2011
Job Energy & Environmental Markets at Karbone
Industry Renewables & Environment
Experience
KARBONE January 2012 - Present
UBS October 2010 - December 2011
AIG February 2010 - May 2010
AIG July 2009 - August 2009
Skills
PowerPoint, Excel, Word, Equities, Market Research, Renewable Energy, Commodities, Salesforce.com, Solar Energy, Carbon Credits, Futures Trading, Carbon Markets, Carbon Trading, Carbon Finance, Renewable Portfolio..., Renewable Energy Credits, Microsoft Excel, Microsoft Word, Commodity, Finance, Research, Energy, Investments, Economics
Education
Fordham University 2008 — 2012
Bachelor of Sciences, Major in Finance and a Minor in Environmental Policies, 3.6
International School Manila 1994 — 2007
KARBONE January 2012 - Present
UBS October 2010 - December 2011
AIG February 2010 - May 2010
AIG July 2009 - August 2009
Skills
PowerPoint, Excel, Word, Equities, Market Research, Renewable Energy, Commodities, Salesforce.com, Solar Energy, Carbon Credits, Futures Trading, Carbon Markets, Carbon Trading, Carbon Finance, Renewable Portfolio..., Renewable Energy Credits, Microsoft Excel, Microsoft Word, Commodity, Finance, Research, Energy, Investments, Economics
Education
Fordham University 2008 — 2012
Bachelor of Sciences, Major in Finance and a Minor in Environmental Policies, 3.6
International School Manila 1994 — 2007
Felipe Tiraboschi Felipe Tiraboschi's UBS Experience September 2008 - December 2008
Job PWM Senior Financial Analyst at Goldman Sachs
Industry Banking
Experience
Goldman Sachs May 2014 - Present
Safra Asset Management January 2013 - April 2014
Safra Asset Management June 2010 - December 2012
Jefferies & Company June 2009 - August 2009
UBS September 2008 - December 2008
Safra Asset Management June 2008 - August 2008
Skills
Hedge Funds, Fixed Income, Equities, Bloomberg, Trading, Emerging Markets, Portfolio Management, Bonds, Derivatives, Mutual Funds, Alternative Investments, Capital Markets, Bloomberg Terminal, Finance, Financial Modeling
Education
Fordham University 2006 — 2010
Bachelor's of Science in Business Administration, Finance/Accounting
Goldman Sachs May 2014 - Present
Safra Asset Management January 2013 - April 2014
Safra Asset Management June 2010 - December 2012
Jefferies & Company June 2009 - August 2009
UBS September 2008 - December 2008
Safra Asset Management June 2008 - August 2008
Skills
Hedge Funds, Fixed Income, Equities, Bloomberg, Trading, Emerging Markets, Portfolio Management, Bonds, Derivatives, Mutual Funds, Alternative Investments, Capital Markets, Bloomberg Terminal, Finance, Financial Modeling
Education
Fordham University 2006 — 2010
Bachelor's of Science in Business Administration, Finance/Accounting
Matthew Favata Matthew Favata's UBS Experience September 2010 - December 2014
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America December 2014 - Present
UBS September 2010 - December 2014
Morgan Stanley June 2001 - August 2010
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Capital Markets, Alternative Investments, Options, Trading Systems, Prime Brokerage, Securities, Trading, Financial Services, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA), Management
Fordham University 1994 — 1998
Bachelor of Arts (BA), Economics and Philosophy
Bank of America December 2014 - Present
UBS September 2010 - December 2014
Morgan Stanley June 2001 - August 2010
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Capital Markets, Alternative Investments, Options, Trading Systems, Prime Brokerage, Securities, Trading, Financial Services, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA), Management
Fordham University 1994 — 1998
Bachelor of Arts (BA), Economics and Philosophy
Heather Henderson Heather Henderson's UBS Experience January 2009 - October 2009
Job Vice Chair Board of Directors at Abingdon Theatre Company
Industry Nonprofit Organization Management
Experience
Valley Animal Hospital LLP March 2015 - Present
Abingdon Theatre Company March 2015 - Present
Abingdon Theatre Company December 2012 - March 2015
Abingdon Theatre Company June 2011 - December 2012
UBS January 2009 - October 2009
Merrill Lynch June 2006 - January 2009
St. Vincent Martyr Elementary School March 2003 - June 2006
Atriax LLC October 2001 - April 2002
Citi June 1987 - March 1999
Skills
Budgets, Public Speaking, Microsoft Word, Research, Editing, Social Media, Teaching, Entertainment, Theatre, Endowments
Education
Fairleigh Dickinson University-College at Florham 2003 — 2005
Master of Arts, Education, K-8 Spanish
Fordham University - Graduate School of Business Administration 2000 — 2001
Master of Business Administration (MBA), Accounting and Finance
The George Washington University 1983 — 1987
Bachelor of Arts (B.A.), International Relations and Affairs
Valley Animal Hospital LLP March 2015 - Present
Abingdon Theatre Company March 2015 - Present
Abingdon Theatre Company December 2012 - March 2015
Abingdon Theatre Company June 2011 - December 2012
UBS January 2009 - October 2009
Merrill Lynch June 2006 - January 2009
St. Vincent Martyr Elementary School March 2003 - June 2006
Atriax LLC October 2001 - April 2002
Citi June 1987 - March 1999
Skills
Budgets, Public Speaking, Microsoft Word, Research, Editing, Social Media, Teaching, Entertainment, Theatre, Endowments
Education
Fairleigh Dickinson University-College at Florham 2003 — 2005
Master of Arts, Education, K-8 Spanish
Fordham University - Graduate School of Business Administration 2000 — 2001
Master of Business Administration (MBA), Accounting and Finance
The George Washington University 1983 — 1987
Bachelor of Arts (B.A.), International Relations and Affairs
Christopher McCloskey Christopher McCloskey's UBS Experience January 2013 - May 2013
Job Investment Banking Analyst at Freeman & Co.
Industry Investment Banking
Experience
Freeman & Co. May 2015 - Present
Alternative Investments Club September 2013 - May 2015
Neuberger Berman June 2014 - August 2014
Berkery, Noyes & Co., LLC January 2014 - May 2014
Gilford Securities June 2013 - January 2014
Rose Hill Society, Fordham University March 2012 - September 2013
Ella Capital LLC January 2013 - June 2013
UBS January 2013 - May 2013
WKF&C (Ryan Specialty Group) July 2012 - September 2012
The Compass Fellowship with the Kenneth Cole Foundation September 2011 - September 2012
Skills
Microsoft Excel, PowerPoint, Social Media, Public Speaking, Social Networking, Event Planning, Research, Mandarin, Soccer, Orchestral Percussion, Prezi, Financial Analysis, Bloomberg, Bloomberg Terminal, Investments
Education
Fordham University 2011 — 2015
Finance Major Concentration in Alternative Investments
North Shore
Portledge School
Freeman & Co. May 2015 - Present
Alternative Investments Club September 2013 - May 2015
Neuberger Berman June 2014 - August 2014
Berkery, Noyes & Co., LLC January 2014 - May 2014
Gilford Securities June 2013 - January 2014
Rose Hill Society, Fordham University March 2012 - September 2013
Ella Capital LLC January 2013 - June 2013
UBS January 2013 - May 2013
WKF&C (Ryan Specialty Group) July 2012 - September 2012
The Compass Fellowship with the Kenneth Cole Foundation September 2011 - September 2012
Skills
Microsoft Excel, PowerPoint, Social Media, Public Speaking, Social Networking, Event Planning, Research, Mandarin, Soccer, Orchestral Percussion, Prezi, Financial Analysis, Bloomberg, Bloomberg Terminal, Investments
Education
Fordham University 2011 — 2015
Finance Major Concentration in Alternative Investments
North Shore
Portledge School
Federico Urdaneta Federico Urdaneta's UBS Experience July 2014 - August 2014
Job Intern at UBS International
Industry Banking
Experience
UBS July 2014 - August 2014
Domo Arquitecture June 2014 - June 2014
Banco Venezolano de Credito May 2010 - July 2010
Skills
Investments, Fixed Income, Portfolio Management, Project Management, Microsoft Office, Microsoft Excel, Foreign Languages, PowerPoint, Bloomberg Terminal, Teamwork, Strategic Planning, Leadership
Education
Fordham University 2011 — 2015
The Hun School of Princeton 2010 — 2011
High School
Colegio San Ignacio de Loyola 1997 — 2010
High School
UBS July 2014 - August 2014
Domo Arquitecture June 2014 - June 2014
Banco Venezolano de Credito May 2010 - July 2010
Skills
Investments, Fixed Income, Portfolio Management, Project Management, Microsoft Office, Microsoft Excel, Foreign Languages, PowerPoint, Bloomberg Terminal, Teamwork, Strategic Planning, Leadership
Education
Fordham University 2011 — 2015
The Hun School of Princeton 2010 — 2011
High School
Colegio San Ignacio de Loyola 1997 — 2010
High School
Karin (Epprecht) Slade's UBS Experience March 1996 - August 1998
Job
Industry Consumer Goods
Experience
ZWILLING J.A. Henckels LLC March 2004 - Present
Karin Slade Design January 2001 - December 2004
HQ Global Workplace September 1999 - January 2001
HQ Global Workplaces August 1998 - September 1999
UBS March 1996 - August 1998
UBS September 1993 - March 1996
UBS October 1991 - September 1993
UBS April 1990 - October 1991
UBS April 1987 - April 1990
Skills
Talent Acquisition, Talent Management, Onboarding, Coaching, Performance Management, Employee Relations, Personnel Management, Human Resources, Benefits Management, Employment Law..., Negotiation, Employment Authorization, Benefits Administration, Recruiting, Strategy, Process Improvement, Mergers & Acquisitions, Employee Benefits, Executive Coaching, Management, Training, Interviews, Strategic Planning, Workforce Planning, Analysis, Cross-functional Team..., Forecasting
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance and International Business
KV Zurich - Busines School 1987 — 1990
Bachelors of Business Administration, Finance / Economics
ZWILLING J.A. Henckels LLC March 2004 - Present
Karin Slade Design January 2001 - December 2004
HQ Global Workplace September 1999 - January 2001
HQ Global Workplaces August 1998 - September 1999
UBS March 1996 - August 1998
UBS September 1993 - March 1996
UBS October 1991 - September 1993
UBS April 1990 - October 1991
UBS April 1987 - April 1990
Skills
Talent Acquisition, Talent Management, Onboarding, Coaching, Performance Management, Employee Relations, Personnel Management, Human Resources, Benefits Management, Employment Law..., Negotiation, Employment Authorization, Benefits Administration, Recruiting, Strategy, Process Improvement, Mergers & Acquisitions, Employee Benefits, Executive Coaching, Management, Training, Interviews, Strategic Planning, Workforce Planning, Analysis, Cross-functional Team..., Forecasting
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance and International Business
KV Zurich - Busines School 1987 — 1990
Bachelors of Business Administration, Finance / Economics
Jeffrey Marron's UBS Experience January 2012 - May 2012
Job Retail Management Professional at Target, MBA Candidate
Industry Financial Services
Experience
Target August 2014 - Present
Target March 2013 - August 2014
ShopRite Supermarket June 2008 - March 2014
Penn Mutual September 2012 - December 2012
Fordham University August 2010 - December 2012
UBS January 2012 - May 2012
Lyons McGovern LLP May 2010 - August 2010
Skills
Microsoft Excel, Management, Team Leadership, Sales, Customer Service, Leadership Development, Communication, Retail, Merchandising, Hiring, Staff Development, Mentoring, Community Building, Microsoft Office, PowerPoint
Education
Fordham University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Concentration: Finance Secondary Concentration InfoSystems
Heythrop College Fordham University London Centre
Target August 2014 - Present
Target March 2013 - August 2014
ShopRite Supermarket June 2008 - March 2014
Penn Mutual September 2012 - December 2012
Fordham University August 2010 - December 2012
UBS January 2012 - May 2012
Lyons McGovern LLP May 2010 - August 2010
Skills
Microsoft Excel, Management, Team Leadership, Sales, Customer Service, Leadership Development, Communication, Retail, Merchandising, Hiring, Staff Development, Mentoring, Community Building, Microsoft Office, PowerPoint
Education
Fordham University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Concentration: Finance Secondary Concentration InfoSystems
Heythrop College Fordham University London Centre
Tara Balabushka Tara Balabushka's UBS Experience November 2001 - August 2010
Job Senior Associate
Industry Financial Services
Experience
HighTower Advisors August 2010 - Present
UBS November 2001 - August 2010
Spear Leeds & kellogg July 2000 - November 2001
Skills
CERTIFICATION : ...
Education
Fordham University - Graduate School of Business Administration 2003 — 2008
MBA, Finance & Accounting Concentration
Villanova University 1996 — 2000
Bachelor of Science in Business Administration, Finance and Japanese
Townsend Harris H.S. at Queens College 1992 — 1996
Regents Diploma, Liberal Arts & Japanese
HighTower Advisors August 2010 - Present
UBS November 2001 - August 2010
Spear Leeds & kellogg July 2000 - November 2001
Skills
CERTIFICATION : ...
Education
Fordham University - Graduate School of Business Administration 2003 — 2008
MBA, Finance & Accounting Concentration
Villanova University 1996 — 2000
Bachelor of Science in Business Administration, Finance and Japanese
Townsend Harris H.S. at Queens College 1992 — 1996
Regents Diploma, Liberal Arts & Japanese
Alyssa Juros Alyssa Juros's UBS Experience August 2006 - September 2011
Job Investment Strategy and Due Diligence
Industry Financial Services
Experience
UBS August 2006 - September 2011
UBS FINANCIAL SERVICES, Weehawken January 2006 - September 2011
Neuberger Berman January 2001 - March 2006
Neuberger Berman April 1998 - December 2001
Neuberger Berman June 1991 - April 1998
Neuberger Berman September 1989 - June 1991
Skills
Fixed Income, Mutual Funds
Education
Fordham University
M.B.A
SECURITIES TRAINING CORP
University of Rochester
B.A
Polytechnic Preparatory Country Day School
HS
UBS August 2006 - September 2011
UBS FINANCIAL SERVICES, Weehawken January 2006 - September 2011
Neuberger Berman January 2001 - March 2006
Neuberger Berman April 1998 - December 2001
Neuberger Berman June 1991 - April 1998
Neuberger Berman September 1989 - June 1991
Skills
Fixed Income, Mutual Funds
Education
Fordham University
M.B.A
SECURITIES TRAINING CORP
University of Rochester
B.A
Polytechnic Preparatory Country Day School
HS
Sanjay Khurana Sanjay Khurana's UBS Experience June 2006 - October 2009
Job VP Capital Markets Controlling at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
Alvarez & Marsal June 2013 - May 2014
Thomson Reuters June 2012 - August 2012
Credit Suisse October 2009 - August 2011
UBS June 2006 - October 2009
Deutsche Bank June 2004 - June 2006
Skills
Financial Markets, Emerging Markets, Data Analysis, Financial Risk, Finance, Business Analysis, Product Control, FX Hedging, Financial Forecasting, Trend Forecasting, Investments
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance & Communications
Lehigh University - College of Business and Economics 2000 — 2004
BS, Finance
BNY Mellon September 2014 - Present
Alvarez & Marsal June 2013 - May 2014
Thomson Reuters June 2012 - August 2012
Credit Suisse October 2009 - August 2011
UBS June 2006 - October 2009
Deutsche Bank June 2004 - June 2006
Skills
Financial Markets, Emerging Markets, Data Analysis, Financial Risk, Finance, Business Analysis, Product Control, FX Hedging, Financial Forecasting, Trend Forecasting, Investments
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance & Communications
Lehigh University - College of Business and Economics 2000 — 2004
BS, Finance
Pamela Cornfield Pamela Cornfield's UBS Experience September 1997 - November 2003
Job Realtor The Riverside Realty Group
Industry Real Estate
Experience
The Riverside Realty Group November 2011 - Present
William Pitt Sotheby's International Realty September 2007 - November 2011
UBS September 1997 - November 2003
Skills
Real Estate, Sellers, Real Estate Transactions, Sales, Listings, Buyers, Management, Marketing, Marketing Strategy, Negotiation, Real Property, Entrepreneurship, Social Media, Luxury, Residential Homes, Relocation, First Time Home Buyers
Education
Fordham Gabelli School of Business 1996 — 1999
MBA, Finance
New York University - Leonard N. Stern School of Business 1982 — 1986
BS, Accounting & Economics
The Riverside Realty Group November 2011 - Present
William Pitt Sotheby's International Realty September 2007 - November 2011
UBS September 1997 - November 2003
Skills
Real Estate, Sellers, Real Estate Transactions, Sales, Listings, Buyers, Management, Marketing, Marketing Strategy, Negotiation, Real Property, Entrepreneurship, Social Media, Luxury, Residential Homes, Relocation, First Time Home Buyers
Education
Fordham Gabelli School of Business 1996 — 1999
MBA, Finance
New York University - Leonard N. Stern School of Business 1982 — 1986
BS, Accounting & Economics
Terry Collison Terry Collison's UBS Experience December 2007 - December 2008
Job Process Improvement Analyst III at Fannie Mae
Industry Management Consulting
Experience
Fannie Mae September 2012 - Present
Morgan Borszcz Consulting November 2010 - January 2012
The Lab Consulting May 2010 - August 2010
UBS December 2007 - December 2008
M. Fabrikant & Sons March 2007 - November 2007
BBVA, Montefiore Medical Center, MetLife, Chubb November 2005 - February 2007
Leica Microsystems June 2001 - August 2005
Skills
Black Belt, Process Improvement, Six Sigma, Project Management, Business Analysis, Analysis, Management Consulting, Visio, Business Process..., Data Analysis, Strategic Planning, Process Engineering, Change Management, Requirements Analysis, Business Process Mapping, Business Strategy, Medical Devices, Quality Management, Green Belt
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
MBA, Management Systems
Stony Brook University 1999 — 2001
MS, Biomedical Engineering
Syracuse University 1995 — 1999
BS, Bioengineering
Fannie Mae September 2012 - Present
Morgan Borszcz Consulting November 2010 - January 2012
The Lab Consulting May 2010 - August 2010
UBS December 2007 - December 2008
M. Fabrikant & Sons March 2007 - November 2007
BBVA, Montefiore Medical Center, MetLife, Chubb November 2005 - February 2007
Leica Microsystems June 2001 - August 2005
Skills
Black Belt, Process Improvement, Six Sigma, Project Management, Business Analysis, Analysis, Management Consulting, Visio, Business Process..., Data Analysis, Strategic Planning, Process Engineering, Change Management, Requirements Analysis, Business Process Mapping, Business Strategy, Medical Devices, Quality Management, Green Belt
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
MBA, Management Systems
Stony Brook University 1999 — 2001
MS, Biomedical Engineering
Syracuse University 1995 — 1999
BS, Bioengineering
Lauren Mascitelli Lauren Mascitelli's UBS Experience 2006 - 2010
Job Marketing Technologist/Intrapreneur
Industry Financial Services
Experience
LaurenMasi Inc. 2005 - Present
UBS 2006 - 2010
MetLife 1999 - 2002
PaineWebber 1995 - 1999
PaineWebber 1994 - 1995
PaineWebber 1990 - 1994
Skills
Start-Up Initiatives, Creative Problem Solving, Business Strategy, Technology Change..., Software Development, New Product Roll Out, Strategic Technology..., Marketing Strategy, Strategic Business..., Internet Services, Cross-functional Team..., Software Design, Technology Integration, Software Project..., Product Launch, Internet Strategy, Strategic Planning, Start-ups, Digital Marketing, Mergers & Acquisitions, Marketing, Enterprise Software, Consulting, New Business Development, Leadership, Marketing Communications, Asset Management, Online Marketing, Online Communications, Advertising, Securities, Investments, Change Leadership, Consumer Technology
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Marketing
Singularity University
Exponential Finance
Harvard Business School
Executive Education, Taking Marketing Digital
University of California, Los Angeles
LaurenMasi Inc. 2005 - Present
UBS 2006 - 2010
MetLife 1999 - 2002
PaineWebber 1995 - 1999
PaineWebber 1994 - 1995
PaineWebber 1990 - 1994
Skills
Start-Up Initiatives, Creative Problem Solving, Business Strategy, Technology Change..., Software Development, New Product Roll Out, Strategic Technology..., Marketing Strategy, Strategic Business..., Internet Services, Cross-functional Team..., Software Design, Technology Integration, Software Project..., Product Launch, Internet Strategy, Strategic Planning, Start-ups, Digital Marketing, Mergers & Acquisitions, Marketing, Enterprise Software, Consulting, New Business Development, Leadership, Marketing Communications, Asset Management, Online Marketing, Online Communications, Advertising, Securities, Investments, Change Leadership, Consumer Technology
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Marketing
Singularity University
Exponential Finance
Harvard Business School
Executive Education, Taking Marketing Digital
University of California, Los Angeles
Christopher Facenda Christopher Facenda's UBS Experience 1997 - 1999
Job Institutional Sales * Risk Management * Energy / Commodity Derivatives
Industry Financial Services
Experience
BNP Paribas February 1999 - September 2014
BNP Paribas March 2003 - April 2007
BNP Paribas February 1999 - March 2003
UBS 1997 - 1999
Skills
Derivatives, Risk Management, Capital Markets, Structured Finance, Commodity, Fixed Income, Investment Banking, Trading, Corporate Finance, Options, Financial Analysis, Credit Risk, Management, Structured Products, Hedging, Credit Analysis, Hedge Funds, Equities, Financial Modeling, Portfolio Management, Swaps, Banking, Financial Markets
Education
Fordham University
Bachelor of Science (B.S.), Finance * Minor Business Administration
BNP Paribas February 1999 - September 2014
BNP Paribas March 2003 - April 2007
BNP Paribas February 1999 - March 2003
UBS 1997 - 1999
Skills
Derivatives, Risk Management, Capital Markets, Structured Finance, Commodity, Fixed Income, Investment Banking, Trading, Corporate Finance, Options, Financial Analysis, Credit Risk, Management, Structured Products, Hedging, Credit Analysis, Hedge Funds, Equities, Financial Modeling, Portfolio Management, Swaps, Banking, Financial Markets
Education
Fordham University
Bachelor of Science (B.S.), Finance * Minor Business Administration
Diana Bartumioli's UBS Experience May 2007 - August 2007
Job Sales Planner at UP tv
Industry Marketing and Advertising
Experience
UP tv June 2014 - Present
MediaCom October 2012 - May 2014
Omnicom Group January 2012 - October 2012
Initiative October 2011 - January 2012
Initiative October 2010 - September 2011
NBCUniversal, Inc. January 2010 - May 2010
NBC Universal December 2008 - January 2010
Fitness Magazine June 2008 - August 2008
Grant Thornton LLP May 2008 - June 2008
UBS May 2007 - August 2007
Skills
Public Relations, Broadcast, Television, Digital Media, New Media, Corporate Communications, Digital Strategy, Media Planning, Publicity, Entertainment
Education
Fordham University 2006 — 2010
Bachelor of Science, Business Administration; Concentrations: Marketing, Communications and Media Management, Accounting
Saint Anthony's High School
Temple University Rome
UP tv June 2014 - Present
MediaCom October 2012 - May 2014
Omnicom Group January 2012 - October 2012
Initiative October 2011 - January 2012
Initiative October 2010 - September 2011
NBCUniversal, Inc. January 2010 - May 2010
NBC Universal December 2008 - January 2010
Fitness Magazine June 2008 - August 2008
Grant Thornton LLP May 2008 - June 2008
UBS May 2007 - August 2007
Skills
Public Relations, Broadcast, Television, Digital Media, New Media, Corporate Communications, Digital Strategy, Media Planning, Publicity, Entertainment
Education
Fordham University 2006 — 2010
Bachelor of Science, Business Administration; Concentrations: Marketing, Communications and Media Management, Accounting
Saint Anthony's High School
Temple University Rome
Dilshad Chowdhury Dilshad Chowdhury's UBS Experience June 2010 - Present
Job The Feldman Group, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS June 2010 - Present
UBS Financial Services February 2010 - June 2010
Education
Fordham University 2006 — 2010
BS, Economics, Finance
UBS June 2010 - Present
UBS Financial Services February 2010 - June 2010
Education
Fordham University 2006 — 2010
BS, Economics, Finance
Gina Thompson's UBS Experience February 2015 - Present
Job Senior Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 2015 - Present
UBS July 2010 - January 2015
UBS Financial Services Inc. 2005 - September 2010
Salomon Smith Barney January 2001 - July 2005
Education
Fordham University
UBS February 2015 - Present
UBS July 2010 - January 2015
UBS Financial Services Inc. 2005 - September 2010
Salomon Smith Barney January 2001 - July 2005
Education
Fordham University
Trevor Blass Trevor Blass's UBS Experience January 2010 - May 2010
Job Analyst at King Street Capital Management
Industry Financial Services
Experience
King Street Capital Management August 2014 - Present
JPMorgan Chase & Co. July 2012 - July 2014
JPMorgan Chase & Co. June 2011 - August 2011
Berkery, Noyes & Co., LLC January 2011 - June 2011
UBS January 2010 - May 2010
Skills
Financial Analysis, Analysis, Corporate Finance, Microsoft Excel, PowerPoint, Investments, Financial Modeling, Management, Essbase, Market Research, Finance, Strategy, Banking, Risk Management, Financial Reporting, Data Analysis, Business Planning, Accounting, Microsoft Word
Education
Fordham University 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics
King Street Capital Management August 2014 - Present
JPMorgan Chase & Co. July 2012 - July 2014
JPMorgan Chase & Co. June 2011 - August 2011
Berkery, Noyes & Co., LLC January 2011 - June 2011
UBS January 2010 - May 2010
Skills
Financial Analysis, Analysis, Corporate Finance, Microsoft Excel, PowerPoint, Investments, Financial Modeling, Management, Essbase, Market Research, Finance, Strategy, Banking, Risk Management, Financial Reporting, Data Analysis, Business Planning, Accounting, Microsoft Word
Education
Fordham University 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics
Anthony Balzofiore Anthony Balzofiore's UBS Experience June 2011 - August 2011
Job Forensic Associate at KPMG US
Industry Accounting
Experience
KPMG US August 2013 - Present
KPMG US June 2012 - August 2012
UBS June 2011 - August 2011
Island Def Jam Music Group June 2010 - August 2010
Skills
Financial Analysis, GAAP, Microsoft Excel, Forensic Analysis, Internal Controls, Forensic Accounting, Financial Accounting, Microsoft Office, Lotus Notes, Accounting, Tax Accounting, Data Analysis, Data Entry, Data Forensics, SQL, Access, Financial Investigation, PowerPoint
Education
Monmouth University 2012 — 2013
Master of Business Administration (M.B.A.)
Fordham University 2010 — 2012
Bachelor of Science (B.S.), Accounting
Christian Brothers Academy
KPMG US August 2013 - Present
KPMG US June 2012 - August 2012
UBS June 2011 - August 2011
Island Def Jam Music Group June 2010 - August 2010
Skills
Financial Analysis, GAAP, Microsoft Excel, Forensic Analysis, Internal Controls, Forensic Accounting, Financial Accounting, Microsoft Office, Lotus Notes, Accounting, Tax Accounting, Data Analysis, Data Entry, Data Forensics, SQL, Access, Financial Investigation, PowerPoint
Education
Monmouth University 2012 — 2013
Master of Business Administration (M.B.A.)
Fordham University 2010 — 2012
Bachelor of Science (B.S.), Accounting
Christian Brothers Academy
Paul Manfredi Paul Manfredi's UBS Experience September 2014 - February 2015
Job Business Analyst at HSBC
Industry Financial Services
Experience
HSBC February 2015 - Present
UBS September 2014 - February 2015
Citi September 2012 - December 2013
Leaders in Reconciliation Risk Control in the Greater New York City Area January 2012 - August 2012
BofA Merrill Lynch February 2010 - December 2011
Merrill Lynch December 2007 - February 2010
Merrill Lynch May 2006 - December 2007
Merrill Lynch September 2004 - May 2006
Merrill Lynch February 2003 - September 2004
Skills
Middle Office, Back Office, Settlement, Collateral Management, Operations Management, Client Services, Project Implementation, Operational Risk, MIS Reporting, Trade Facilitation, Microsoft Office, Trading, Hedge Funds, Budgets, Software Documentation, Start-ups, MIS, Bloomberg, Accounting, Financial Risk, Prime Brokerage, Financial Services, Equities, Trading Systems, Process Improvement, Management, Leadership, Finance, Program Management
Education
Fordham University
BS, Psychology
HSBC February 2015 - Present
UBS September 2014 - February 2015
Citi September 2012 - December 2013
Leaders in Reconciliation Risk Control in the Greater New York City Area January 2012 - August 2012
BofA Merrill Lynch February 2010 - December 2011
Merrill Lynch December 2007 - February 2010
Merrill Lynch May 2006 - December 2007
Merrill Lynch September 2004 - May 2006
Merrill Lynch February 2003 - September 2004
Skills
Middle Office, Back Office, Settlement, Collateral Management, Operations Management, Client Services, Project Implementation, Operational Risk, MIS Reporting, Trade Facilitation, Microsoft Office, Trading, Hedge Funds, Budgets, Software Documentation, Start-ups, MIS, Bloomberg, Accounting, Financial Risk, Prime Brokerage, Financial Services, Equities, Trading Systems, Process Improvement, Management, Leadership, Finance, Program Management
Education
Fordham University
BS, Psychology
Gabrielle Valiquette Gabrielle Valiquette's UBS Experience 2007 - 2008
Job FullTime Mom / PartTime Attorney
Industry Law Practice
Experience
Law Office of Gabrielle N. Valiquette 2009 - Present
JPMorgan 2008 - 2009
UBS 2007 - 2008
Merrill Lynch 2005 - 2007
GE Commercial Distribution Finance 2004 - 2005
GE Capital Corporate & GE Capital Financial Guaranty Insurance Company (FGIC) 2001 - 2003
GE Capital Vendor Financial Services 2000 - 2001
Law Firm - Long Island, NY 1996 - 2001
Education
Fordham Gabelli School of Business 2000 — 2001
MBA
LIU Post 1999 — 2000
MS.Ed.
Touro College Jacob D. Fuchsberg Law Center 1994 — 1997
JD
Hofstra University 1991 — 1993
BBA
Law Office of Gabrielle N. Valiquette 2009 - Present
JPMorgan 2008 - 2009
UBS 2007 - 2008
Merrill Lynch 2005 - 2007
GE Commercial Distribution Finance 2004 - 2005
GE Capital Corporate & GE Capital Financial Guaranty Insurance Company (FGIC) 2001 - 2003
GE Capital Vendor Financial Services 2000 - 2001
Law Firm - Long Island, NY 1996 - 2001
Education
Fordham Gabelli School of Business 2000 — 2001
MBA
LIU Post 1999 — 2000
MS.Ed.
Touro College Jacob D. Fuchsberg Law Center 1994 — 1997
JD
Hofstra University 1991 — 1993
BBA
Ronald Cardella Ronald Cardella's UBS Experience 2005 - 2008
Job National Engineering Manager (Citi) at Jones Lang LaSalle
Industry Commercial Real Estate
Experience
Jones Lang LaSalle September 2011 - Present
Jones Lang LaSalle April 2009 - September 2011
Jones Lang LaSalle February 2008 - April 2009
UBS 2005 - 2008
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Transnational Management
State University of New York Maritime College 1983 — 1987
BSEE, Electrical Engineering
Jones Lang LaSalle September 2011 - Present
Jones Lang LaSalle April 2009 - September 2011
Jones Lang LaSalle February 2008 - April 2009
UBS 2005 - 2008
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Transnational Management
State University of New York Maritime College 1983 — 1987
BSEE, Electrical Engineering
Greg Speck, CEP's UBS Experience June 1998 - September 2001
Job Manager, Global Stock Plan Administration at Tyco
Industry Financial Services
Experience
Tyco September 2013 - Present
Merrill Lynch October 2010 - September 2013
Sirius XM Radio Inc. February 2010 - July 2010
Time Warner Inc. August 2008 - May 2009
Omnicom Group June 2005 - July 2008
Stock & Option Solutions January 2005 - June 2005
The Bank of New York July 2003 - August 2004
Edison Schools May 2002 - June 2003
UBS June 1998 - September 2001
Skills
Equity Compensation, Equities, Series 7
Education
Fordham Gabelli School of Business 1995 — 1997
MBA, Finance and Marketing
Providence College 1987 — 1991
BS, Business Administration
Tyco September 2013 - Present
Merrill Lynch October 2010 - September 2013
Sirius XM Radio Inc. February 2010 - July 2010
Time Warner Inc. August 2008 - May 2009
Omnicom Group June 2005 - July 2008
Stock & Option Solutions January 2005 - June 2005
The Bank of New York July 2003 - August 2004
Edison Schools May 2002 - June 2003
UBS June 1998 - September 2001
Skills
Equity Compensation, Equities, Series 7
Education
Fordham Gabelli School of Business 1995 — 1997
MBA, Finance and Marketing
Providence College 1987 — 1991
BS, Business Administration
Kamil Mielczarek Kamil Mielczarek's UBS Experience September 2013 - March 2015
Job Equity Research
Industry Investment Banking
Experience
UBS September 2013 - March 2015
Kaplan Test Preparation December 2009 - August 2013
Reuven Capital Investments October 2012 - March 2013
Arbitek Trading, LLC August 2012 - October 2012
SAT Teaching Company May 2012 - October 2012
Howard Sloan Professional Search May 2011 - August 2012
The Law Offices of Linda M October 2010 - May 2011
Skills
Financial Modeling, Bloomberg Terminal, Factset, Thomson Reuters Eikon, VBA, CSS, PHP, HTML, Cold Calling, Technical Recruiting, New Business Development, Microsoft Office, Internet Recruiting, SQL, Full-cycle Recruiting, Talent Acquisition, Teaching, Salary Negotiation, HTML 5, CSS3
Education
Fordham University 2011 — 2013
Bachelors in Business, Finance, Specialization in Value Investing with Minor in Mathematics
State University of New York at Stony Brook 2009 — 2011
Brooklyn Technical High School 2005 — 2009
Regents High School Diploma, Law and Society Major
UBS September 2013 - March 2015
Kaplan Test Preparation December 2009 - August 2013
Reuven Capital Investments October 2012 - March 2013
Arbitek Trading, LLC August 2012 - October 2012
SAT Teaching Company May 2012 - October 2012
Howard Sloan Professional Search May 2011 - August 2012
The Law Offices of Linda M October 2010 - May 2011
Skills
Financial Modeling, Bloomberg Terminal, Factset, Thomson Reuters Eikon, VBA, CSS, PHP, HTML, Cold Calling, Technical Recruiting, New Business Development, Microsoft Office, Internet Recruiting, SQL, Full-cycle Recruiting, Talent Acquisition, Teaching, Salary Negotiation, HTML 5, CSS3
Education
Fordham University 2011 — 2013
Bachelors in Business, Finance, Specialization in Value Investing with Minor in Mathematics
State University of New York at Stony Brook 2009 — 2011
Brooklyn Technical High School 2005 — 2009
Regents High School Diploma, Law and Society Major
Bryan Abdelnoor's UBS Experience December 2008 - December 2011
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2013 - Present
Merrill Lynch January 2012 - June 2013
UBS December 2008 - December 2011
JPMorgan Chase February 2007 - November 2008
Bond New York Real Estate October 2005 - January 2007
National Securities January 2005 - August 2005
Skills
Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Equities, Fixed Income, Series 63, Retirement, Financial Services, Fixed Annuities, Financial Advisory, Finance, FINRA, Loans, Management, Sales, Wealth Management..., CRM, ETFs, Real Estate Economics, Securities, Uniform Combined State..., Retirement Planning, Wealth Management, Asset Management, Relationship Management
Education
NYU School of Professional Studies 2014 — 2016
Certificate in Financial Planning
Fordham University 2000 — 2004
Bachelors, Political Science, Economics
Fort Hamilton High School 1996 — 2000
TD Ameritrade June 2013 - Present
Merrill Lynch January 2012 - June 2013
UBS December 2008 - December 2011
JPMorgan Chase February 2007 - November 2008
Bond New York Real Estate October 2005 - January 2007
National Securities January 2005 - August 2005
Skills
Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Equities, Fixed Income, Series 63, Retirement, Financial Services, Fixed Annuities, Financial Advisory, Finance, FINRA, Loans, Management, Sales, Wealth Management..., CRM, ETFs, Real Estate Economics, Securities, Uniform Combined State..., Retirement Planning, Wealth Management, Asset Management, Relationship Management
Education
NYU School of Professional Studies 2014 — 2016
Certificate in Financial Planning
Fordham University 2000 — 2004
Bachelors, Political Science, Economics
Fort Hamilton High School 1996 — 2000
Jane Gannon's UBS Experience June 2014 - August 2014
Job Asset Management Risk Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Smart Woman Securities January 2013 - Present
Rose Hill Society 2013 - Present
International Business Association September 2012 - Present
Fordham Road Business Improvement District (BID) January 2013 - Present
Auster Agency January 2015 - May 2015
Fordham University Fight Against Breast Cancer Club September 2013 - January 2015
UBS June 2014 - August 2014
Old Westbury Summer Camp June 2008 - August 2014
TUN, Inc. January 2014 - May 2014
Skills
Social Networking, Bloomberg Terminal, Social Entrepreneurship, Community Service, Microsoft Office, Research, Marketing, Leadership, Organization, Analysis, Facebook, Event Planning, Project Management
Education
Fordham University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Sacred Heart Academy 2008 — 2012
High School, A
J.P. Morgan June 2015 - Present
Smart Woman Securities January 2013 - Present
Rose Hill Society 2013 - Present
International Business Association September 2012 - Present
Fordham Road Business Improvement District (BID) January 2013 - Present
Auster Agency January 2015 - May 2015
Fordham University Fight Against Breast Cancer Club September 2013 - January 2015
UBS June 2014 - August 2014
Old Westbury Summer Camp June 2008 - August 2014
TUN, Inc. January 2014 - May 2014
Skills
Social Networking, Bloomberg Terminal, Social Entrepreneurship, Community Service, Microsoft Office, Research, Marketing, Leadership, Organization, Analysis, Facebook, Event Planning, Project Management
Education
Fordham University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Sacred Heart Academy 2008 — 2012
High School, A
Matthew Staudt Matthew Staudt's UBS Experience June 2012 - September 2012
Job Associate at Gartland and Mellina Group
Industry Financial Services
Experience
Gartland and Mellina Group January 2013 - Present
Deutsche Bank 2013 - Present
UBS June 2012 - September 2012
Merrill Lynch February 2011 - May 2012
Skills
Equities, Bloomberg, Alternative Investments, Hedge Funds, Asset Managment, Financial Analysis, Bloomberg Terminal, Investments, Equity Research, Financial Markets, Fixed Income, Wealth Management, Asset Management, Capital Markets, Risk Management
Education
Iona College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Fordham University 2007 — 2009
Gartland and Mellina Group January 2013 - Present
Deutsche Bank 2013 - Present
UBS June 2012 - September 2012
Merrill Lynch February 2011 - May 2012
Skills
Equities, Bloomberg, Alternative Investments, Hedge Funds, Asset Managment, Financial Analysis, Bloomberg Terminal, Investments, Equity Research, Financial Markets, Fixed Income, Wealth Management, Asset Management, Capital Markets, Risk Management
Education
Iona College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Fordham University 2007 — 2009
Brooke Boehm Brooke Boehm's UBS Experience September 2011 - December 2011
Job Operations Associate at Columbus Circle Investors
Industry Higher Education
Experience
Columbus Circle Investors May 2012 - Present
UBS September 2011 - December 2011
HighTower Advisors August 2010 - January 2011
The Living Frame 2010 - 2011
Kings County District Attorneys Office January 2010 - May 2010
Skills
Microsoft Excel, Research, Microsoft Office, Financial Analysis, PowerPoint, Economics, SPSS, Data Analysis, Bloomberg Terminal, Bloomberg, Investments
Education
Fordham University 2007 — 2011
BS, Psychology, Economics, Business Administration
Our Lady Of Mercy Preparatory School 2003 — 2007
Columbus Circle Investors May 2012 - Present
UBS September 2011 - December 2011
HighTower Advisors August 2010 - January 2011
The Living Frame 2010 - 2011
Kings County District Attorneys Office January 2010 - May 2010
Skills
Microsoft Excel, Research, Microsoft Office, Financial Analysis, PowerPoint, Economics, SPSS, Data Analysis, Bloomberg Terminal, Bloomberg, Investments
Education
Fordham University 2007 — 2011
BS, Psychology, Economics, Business Administration
Our Lady Of Mercy Preparatory School 2003 — 2007
Redi Meshi Redi Meshi's UBS Experience September 2007 - May 2008
Job Credit Associate at BNP Paribas
Industry Banking
Experience
BNP Paribas July 2013 - Present
BNP Paribas September 2009 - July 2013
UBS September 2007 - May 2008
Skills
Structured Finance, Credit Risk, Valuation, Credit Analysis, Financial Analysis, Structured Products, Credit, Financial Structuring, Risk Management, Commodity, Financial Modeling, Debt Restructuring, Trade Finance, Commercial Banking, Loans
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA, Finance, General
Baruch College 2005 — 2008
BBA
BNP Paribas July 2013 - Present
BNP Paribas September 2009 - July 2013
UBS September 2007 - May 2008
Skills
Structured Finance, Credit Risk, Valuation, Credit Analysis, Financial Analysis, Structured Products, Credit, Financial Structuring, Risk Management, Commodity, Financial Modeling, Debt Restructuring, Trade Finance, Commercial Banking, Loans
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA, Finance, General
Baruch College 2005 — 2008
BBA
Andrea Cardarelli Andrea Cardarelli's UBS Experience July 2014 - August 2014
Job Student at Fordham University
Industry Financial Services
Experience
UBS July 2014 - August 2014
CNBC Africa May 2013 - June 2013
Skills
Marketing Strategy, Microsoft Office
Education
Fordham University 2013 — 2017
Major Finance Minor Mathematics
UBS July 2014 - August 2014
CNBC Africa May 2013 - June 2013
Skills
Marketing Strategy, Microsoft Office
Education
Fordham University 2013 — 2017
Major Finance Minor Mathematics
Daniel P. Garden, AWMA® Daniel P. Garden, AWMA®'s UBS Experience July 2015 - Present
Job Financial Advisor/Accredited Wealth Management Advisor℠ with Torrico Wealth Management, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS July 2015 - Present
Education
Fordham University Gabelli School of Business
Fordham Gabelli School of Business
Fordham University
College for Financial Planning
UBS July 2015 - Present
Education
Fordham University Gabelli School of Business
Fordham Gabelli School of Business
Fordham University
College for Financial Planning
Daniel Marra Daniel Marra's UBS Experience February 2011 - May 2011
Job Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2013 - Present
Morgan Stanley Wealth Management November 2012 - February 2013
Fordham University September 2008 - May 2012
Fordham University May 2011 - September 2011
UBS February 2011 - May 2011
Angelo's Nursery June 2004 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Facebook, Social Networking, Research, Financial Analysis, Finance, Outlook, Wealth Management, Investments, Economics
Education
Fordham University 2008 — 2012
BS, Finance
Xaverian High School 2004 — 2008
Morgan Stanley Wealth Management February 2013 - Present
Morgan Stanley Wealth Management November 2012 - February 2013
Fordham University September 2008 - May 2012
Fordham University May 2011 - September 2011
UBS February 2011 - May 2011
Angelo's Nursery June 2004 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Facebook, Social Networking, Research, Financial Analysis, Finance, Outlook, Wealth Management, Investments, Economics
Education
Fordham University 2008 — 2012
BS, Finance
Xaverian High School 2004 — 2008
Nikki de Castro's UBS Experience January 2012 - April 2012
Job FSO Assurance Staff at EY
Industry Accounting
Experience
EY September 2015 - Present
Kumon North America, Inc. May 2015 - August 2015
Fordham University August 2014 - May 2015
McGladrey May 2014 - May 2015
PCAOB January 2014 - May 2014
The Hartford May 2012 - August 2012
BlackBerry RIM October 2011 - May 2012
UBS January 2012 - April 2012
Merrill Lynch September 2011 - December 2011
London & London: Attorneys at Law September 2009 - August 2010
Skills
Leadership, Time Management, Team Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg, Morningstar, TM1, Access, QuickBooks, ProSystem fx Tax, Project Management
Education
University of Connecticut 2014 — 2015
Master's Degree, Accounting
Fordham University 2010 — 2014
Bachelor's Degree, Public Accounting
Newington High School 2006 — 2010
High School Diploma
EY September 2015 - Present
Kumon North America, Inc. May 2015 - August 2015
Fordham University August 2014 - May 2015
McGladrey May 2014 - May 2015
PCAOB January 2014 - May 2014
The Hartford May 2012 - August 2012
BlackBerry RIM October 2011 - May 2012
UBS January 2012 - April 2012
Merrill Lynch September 2011 - December 2011
London & London: Attorneys at Law September 2009 - August 2010
Skills
Leadership, Time Management, Team Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg, Morningstar, TM1, Access, QuickBooks, ProSystem fx Tax, Project Management
Education
University of Connecticut 2014 — 2015
Master's Degree, Accounting
Fordham University 2010 — 2014
Bachelor's Degree, Public Accounting
Newington High School 2006 — 2010
High School Diploma
Christina Daly Christina Daly's UBS Experience 1996 - 2001
Job Executive Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2001 - Present
UBS 1996 - 2001
Citi 1992 - 1996
Education
Fordham University 1988 — 1992
Bachelor's degree, Finance, General
Wells Fargo 2001 - Present
UBS 1996 - 2001
Citi 1992 - 1996
Education
Fordham University 1988 — 1992
Bachelor's degree, Finance, General
Dr. Linda P. Dowdell Dr. Linda P. Dowdell's UBS Experience August 2014 - Present
Job COO BMO/PMO at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
Project Management Solutions, LLC June 2014 - Present
Bridgewater Associates April 2014 - June 2014
JPMorgan Chase, Global Compliance November 2012 - March 2014
Standard and Poor's November 2010 - November 2012
Credit Suisse April 2010 - November 2010
Morgan Stanley April 2008 - January 2010
PRNewwire 2008 - 2008
UBS 2007 - 2007
JPMorgan Chase 1999 - 2005
Skills
Vendor Management, PMP, PMO, SDLC, Project Portfolio..., Program Management, Business Analysis, Risk Management, Project Management, Process Improvement, IT Strategy, Portfolio Management, Software Project..., SharePoint, Requirements Analysis, Governance, Senior Program..., PMO set-up, PMO Services, PMO Design, PMO Development, Enterprise Portfolio..., Programme Office, Analysis, Agile Methodologies, Banking, Project Planning, Leadership, Requirements Gathering, Business Process...
Education
University of Phoenix 2009 — 2014
DBA, Doctor of Business Administration, 3.82
University of Phoenix 2002 — 2004
MBA, Master of Business Administration
Polytechnic University 1992 — 1994
MS, Master Telecommunications & Computing Management
Fordham University
BS, Computer Systems & Management
UBS August 2014 - Present
Project Management Solutions, LLC June 2014 - Present
Bridgewater Associates April 2014 - June 2014
JPMorgan Chase, Global Compliance November 2012 - March 2014
Standard and Poor's November 2010 - November 2012
Credit Suisse April 2010 - November 2010
Morgan Stanley April 2008 - January 2010
PRNewwire 2008 - 2008
UBS 2007 - 2007
JPMorgan Chase 1999 - 2005
Skills
Vendor Management, PMP, PMO, SDLC, Project Portfolio..., Program Management, Business Analysis, Risk Management, Project Management, Process Improvement, IT Strategy, Portfolio Management, Software Project..., SharePoint, Requirements Analysis, Governance, Senior Program..., PMO set-up, PMO Services, PMO Design, PMO Development, Enterprise Portfolio..., Programme Office, Analysis, Agile Methodologies, Banking, Project Planning, Leadership, Requirements Gathering, Business Process...
Education
University of Phoenix 2009 — 2014
DBA, Doctor of Business Administration, 3.82
University of Phoenix 2002 — 2004
MBA, Master of Business Administration
Polytechnic University 1992 — 1994
MS, Master Telecommunications & Computing Management
Fordham University
BS, Computer Systems & Management
Daniel P. Reilly Daniel P. Reilly's UBS Experience September 2007 - April 2011
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch April 2011 - February 2015
UBS September 2007 - April 2011
The GMS Group May 2006 - September 2007
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Series 63, Equities, Finance, Fixed Income, Retirement Planning, Insurance, Private Equity, Alternative Investments, Investment Strategies, Securities, 401k Rollovers, Fixed Annuities, Bonds, Bloomberg, Risk Management, Structured Products, Mortgage Lending, Trading, Portfolio Management, Variable Annuities, Personal Financial..., Holistic Financial..., Networking, Tax-advantaged..., Alternative Investment..., Structured Notes, Employee Stock Options
Education
Fordham University 1998 — 2003
BS, Finance, Business Communications
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch April 2011 - February 2015
UBS September 2007 - April 2011
The GMS Group May 2006 - September 2007
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Series 63, Equities, Finance, Fixed Income, Retirement Planning, Insurance, Private Equity, Alternative Investments, Investment Strategies, Securities, 401k Rollovers, Fixed Annuities, Bonds, Bloomberg, Risk Management, Structured Products, Mortgage Lending, Trading, Portfolio Management, Variable Annuities, Personal Financial..., Holistic Financial..., Networking, Tax-advantaged..., Alternative Investment..., Structured Notes, Employee Stock Options
Education
Fordham University 1998 — 2003
BS, Finance, Business Communications
Andres Aguirre, CPA Andres Aguirre, CPA's UBS Experience October 2007 - December 2007
Job Associate Manager Hedge Fund Accounting at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp January 2015 - Present
Bridgewater Associates October 2011 - December 2014
McGladrey November 2009 - October 2011
IBM June 2008 - October 2009
UBS October 2007 - December 2007
Fordham University August 2006 - October 2007
Skills
Accounting, Auditing, Finance, Financial Statements, Tax, US GAAP, General Ledger, CPA, Hedge Funds
Education
Fordham University 2005 — 2009
BS, Public Accounting
SS&C GlobeOp January 2015 - Present
Bridgewater Associates October 2011 - December 2014
McGladrey November 2009 - October 2011
IBM June 2008 - October 2009
UBS October 2007 - December 2007
Fordham University August 2006 - October 2007
Skills
Accounting, Auditing, Finance, Financial Statements, Tax, US GAAP, General Ledger, CPA, Hedge Funds
Education
Fordham University 2005 — 2009
BS, Public Accounting
Anita M. Polner CFP® Anita M. Polner CFP®'s UBS Experience October 2011 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS October 2011 - Present
Education
Fordham University
Master of Business Administration (MBA)
Georgetown University
Bachelor of Science (BS), Foreign Services
UBS October 2011 - Present
Education
Fordham University
Master of Business Administration (MBA)
Georgetown University
Bachelor of Science (BS), Foreign Services
Anthony Ciena Anthony Ciena's UBS Experience June 2011 - August 2011
Job Point 72 Asset Management
Industry Financial Services
Experience
Point 72 Asset Management April 2014 - Present
S.A.C. Capital Advisors May 2012 - March 2014
Saw Mill Management and Research December 2011 - August 2012
UBS June 2011 - August 2011
Park Hudson International February 2011 - April 2011
Skills
Microsoft Office, Internet Research, PowerPoint, Microsoft Excel, Derivatives, Microsoft Word, Customer Service, Research, Data Analysis, Economics, Statistics, Analysis, Public Speaking, Finance, Financial Analysis, Financial Reporting, Financial Accounting, Hedge Funds, Alternative Investments
Education
Fordham University 2008 — 2012
Bachelor of Science (B.S.), Finance
Fordham Prep 2004 — 2008
Point 72 Asset Management April 2014 - Present
S.A.C. Capital Advisors May 2012 - March 2014
Saw Mill Management and Research December 2011 - August 2012
UBS June 2011 - August 2011
Park Hudson International February 2011 - April 2011
Skills
Microsoft Office, Internet Research, PowerPoint, Microsoft Excel, Derivatives, Microsoft Word, Customer Service, Research, Data Analysis, Economics, Statistics, Analysis, Public Speaking, Finance, Financial Analysis, Financial Reporting, Financial Accounting, Hedge Funds, Alternative Investments
Education
Fordham University 2008 — 2012
Bachelor of Science (B.S.), Finance
Fordham Prep 2004 — 2008
John Courtland Scott's UBS Experience January 2012 - April 2012
Job Market Area Manager at Covanta
Industry Renewables & Environment
Experience
Covanta January 2015 - Present
Covanta Energy September 2013 - December 2014
Covanta July 2012 - August 2013
Fordham University October 2011 - June 2012
Fordham University September 2011 - May 2012
UBS January 2012 - April 2012
US Census Bureau June 2007 - August 2011
StartingBloc March 2010 - February 2011
Skills
Social Entrepreneurship, Economics, Sustainable Development, Energy, Business Development, Leadership, CRM, SAP, Enterprise Business, Account Management, Entrepreneurship, Management, Business Analysis, Public Speaking, Strategic Planning, Sustainability, Marketing, Social Media, Finance, Nonprofits, Program Management, Renewable Energy, Customer Service, Strategy, Consulting, Product Development, Microsoft Excel, Start-ups, Research, Analysis, Event Planning
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
MS, Business Enterprise, Graduated
Lincoln University 2007 — 2011
Bachelor of Science, Finance, Economics
Polytechnic Insititue of Nambia 2010 — 2010
Study Abroad, Cases in Financial Management & Doing Business in Africa
Irish American University 2009 — 2009
Study Abroad, Strategic Management & International Economics
Covanta January 2015 - Present
Covanta Energy September 2013 - December 2014
Covanta July 2012 - August 2013
Fordham University October 2011 - June 2012
Fordham University September 2011 - May 2012
UBS January 2012 - April 2012
US Census Bureau June 2007 - August 2011
StartingBloc March 2010 - February 2011
Skills
Social Entrepreneurship, Economics, Sustainable Development, Energy, Business Development, Leadership, CRM, SAP, Enterprise Business, Account Management, Entrepreneurship, Management, Business Analysis, Public Speaking, Strategic Planning, Sustainability, Marketing, Social Media, Finance, Nonprofits, Program Management, Renewable Energy, Customer Service, Strategy, Consulting, Product Development, Microsoft Excel, Start-ups, Research, Analysis, Event Planning
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
MS, Business Enterprise, Graduated
Lincoln University 2007 — 2011
Bachelor of Science, Finance, Economics
Polytechnic Insititue of Nambia 2010 — 2010
Study Abroad, Cases in Financial Management & Doing Business in Africa
Irish American University 2009 — 2009
Study Abroad, Strategic Management & International Economics
David Ardente's UBS Experience May 2015 - Present
Job Associate Director, Alternative Investments at UBS
Industry Financial Services
Experience
UBS May 2015 - Present
Barclays Wealth and Investment Management May 2012 - May 2015
HSBC June 2010 - May 2012
UBS Wealth Management 2008 - 2009
Skills
Financial Analysis, Financial Modeling, Private Equity, Hedge Funds, Equities, Corporate Finance, Financial Accounting, Alternative Investments, Excel, Eclipse, Microsoft Excel, Due Diligence, Finance, Investments, Mutual Funds, Portfolio Management, Valuation, Analysis, Fixed Income
Education
Fordham University 2006 — 2010
B.S, Business Administration
Investment Banking Institute 2012 — 2012
Intensive 4-week financial modeling and valuation training program
London Centre - Fordham University 2008 — 2008
Wheeler School 2002 — 2006
High School
UBS May 2015 - Present
Barclays Wealth and Investment Management May 2012 - May 2015
HSBC June 2010 - May 2012
UBS Wealth Management 2008 - 2009
Skills
Financial Analysis, Financial Modeling, Private Equity, Hedge Funds, Equities, Corporate Finance, Financial Accounting, Alternative Investments, Excel, Eclipse, Microsoft Excel, Due Diligence, Finance, Investments, Mutual Funds, Portfolio Management, Valuation, Analysis, Fixed Income
Education
Fordham University 2006 — 2010
B.S, Business Administration
Investment Banking Institute 2012 — 2012
Intensive 4-week financial modeling and valuation training program
London Centre - Fordham University 2008 — 2008
Wheeler School 2002 — 2006
High School
Michael Sommerfield Michael Sommerfield's UBS Experience October 1998 - May 2005
Job Vice President and Senior Supervisory Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2005 - Present
UBS October 1998 - May 2005
Skills
Investment Banking, Equity Research, Equities, Fixed Income, Capital Markets, Securities, Hedge Funds, Bloomberg, Equity Valuation, Asset Management, Equity Derivatives, Emerging Markets, Financial Markets, Derivatives, Investments, Alternative Investments, Portfolio Management, Financial Modeling, Structured Products, Valuation
Education
Fordham Gabelli School of Business 1970 — 1972
MBA, Banking and Finance
University of Maryland College Park 1965 — 1970
BA, English Literature
Deutsche Bank May 2005 - Present
UBS October 1998 - May 2005
Skills
Investment Banking, Equity Research, Equities, Fixed Income, Capital Markets, Securities, Hedge Funds, Bloomberg, Equity Valuation, Asset Management, Equity Derivatives, Emerging Markets, Financial Markets, Derivatives, Investments, Alternative Investments, Portfolio Management, Financial Modeling, Structured Products, Valuation
Education
Fordham Gabelli School of Business 1970 — 1972
MBA, Banking and Finance
University of Maryland College Park 1965 — 1970
BA, English Literature
Michael-P OConnor's UBS Experience April 2011 - Present
Job
Industry Investment Banking
Experience
UBS April 2011 - Present
UBS July 2010 - Present
UBS Investment Bank November 2008 - June 2010
UBS August 2002 - October 2008
UBS February 2004 - September 2004
UBS August 2002 - December 2003
Credit Suisse June 2001 - July 2002
Capco June 1999 - June 2001
UBS Investment Bank 1998 - 1999
UBS 1995 - 1997
Skills
Project Management, Change Management, Risk Management, Program Management, PMO, Vendor Management, Business Analysis, Middle Office, Project Delivery, Investment Banking, Back Office, Stakeholder Management, Business Process..., Fixed Income, Financial Risk
Education
Fordham University 1991 — 1995
Bachelor of Science (B.S.), Business Administration / Public Accounting
UBS April 2011 - Present
UBS July 2010 - Present
UBS Investment Bank November 2008 - June 2010
UBS August 2002 - October 2008
UBS February 2004 - September 2004
UBS August 2002 - December 2003
Credit Suisse June 2001 - July 2002
Capco June 1999 - June 2001
UBS Investment Bank 1998 - 1999
UBS 1995 - 1997
Skills
Project Management, Change Management, Risk Management, Program Management, PMO, Vendor Management, Business Analysis, Middle Office, Project Delivery, Investment Banking, Back Office, Stakeholder Management, Business Process..., Fixed Income, Financial Risk
Education
Fordham University 1991 — 1995
Bachelor of Science (B.S.), Business Administration / Public Accounting
Tom Eble's UBS Experience 2003 - 2006
Job Software Quality Assurance Lead at Susquehanna International Group
Industry Information Technology and Services
Experience
Susquehanna International Group, LLP (SIG) February 2013 - Present
Susquehanna International Group May 2007 - January 2013
RTTS June 2000 - January 2013
Pep Boys April 2007 - May 2007
Cartus October 2006 - December 2006
Thomson West August 2006 - October 2006
UBS 2003 - 2006
Hyperion Solutions 2002 - 2003
Pearson Education 2001 - 2002
Factiva 2001 - 2001
Skills
Test Automation, Quality Assurance, WinRunner, Manual Testing, Process Improvement, QTP, Software Quality..., SDLC, Testing, Quality Center, VBScript, Agile Methodologies, User Acceptance Testing, Test Planning, Requirements Analysis, Test Management, JIRA, SQL, Unix, Regression Testing, Functional Testing, Software Development, Selenium, Agile Testing, HP Quality Center, HP QTP
Education
Fordham University 1996 — 2000
BS, Computer Science
St. Joseph's Prep - Philadelphia 1992 — 1996
Susquehanna International Group, LLP (SIG) February 2013 - Present
Susquehanna International Group May 2007 - January 2013
RTTS June 2000 - January 2013
Pep Boys April 2007 - May 2007
Cartus October 2006 - December 2006
Thomson West August 2006 - October 2006
UBS 2003 - 2006
Hyperion Solutions 2002 - 2003
Pearson Education 2001 - 2002
Factiva 2001 - 2001
Skills
Test Automation, Quality Assurance, WinRunner, Manual Testing, Process Improvement, QTP, Software Quality..., SDLC, Testing, Quality Center, VBScript, Agile Methodologies, User Acceptance Testing, Test Planning, Requirements Analysis, Test Management, JIRA, SQL, Unix, Regression Testing, Functional Testing, Software Development, Selenium, Agile Testing, HP Quality Center, HP QTP
Education
Fordham University 1996 — 2000
BS, Computer Science
St. Joseph's Prep - Philadelphia 1992 — 1996
Brian Agan's UBS Experience November 2004 - February 2013
Job Business Development and Project Manager at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank February 2013 - Present
UBS November 2004 - February 2013
Skills
Prime Brokerage, Equity Derivatives, Equities, Middle Office, Securities Lending, Hedge Funds, Swaps, Series 7, Derivatives, Investment Banking, Options, Bloomberg, Financial Services, Operational Risk, Relationship Management, Equity Swaps, Series 63, Structured Products, Alternative Investments, Corporate Actions, Financial Markets, ETFs, Securities, Project Management, Regulatory Reporting, Dodd-Frank, Business Analysis, Business Process...
Education
Fordham Gabelli School of Business 2003 — 2006
Master of Business Administration (M.B.A.), Finance, General
Quinnipiac University - School of Business 1997 — 2001
Bachelor's Degree
UBS Investment Bank February 2013 - Present
UBS November 2004 - February 2013
Skills
Prime Brokerage, Equity Derivatives, Equities, Middle Office, Securities Lending, Hedge Funds, Swaps, Series 7, Derivatives, Investment Banking, Options, Bloomberg, Financial Services, Operational Risk, Relationship Management, Equity Swaps, Series 63, Structured Products, Alternative Investments, Corporate Actions, Financial Markets, ETFs, Securities, Project Management, Regulatory Reporting, Dodd-Frank, Business Analysis, Business Process...
Education
Fordham Gabelli School of Business 2003 — 2006
Master of Business Administration (M.B.A.), Finance, General
Quinnipiac University - School of Business 1997 — 2001
Bachelor's Degree
Joseph La Sala's UBS Experience March 2000 - August 2002
Job
Industry Investment Management
Experience
TD SECURITIES USA May 2004 - Present
UBS March 2000 - August 2002
Painewebber Inc May 1993 - March 2000
Kidder Peabody & Co June 1987 - May 1993
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Ivestment Managment
Seton Hall University 1984 — 1987
BS, Finance
TD SECURITIES USA May 2004 - Present
UBS March 2000 - August 2002
Painewebber Inc May 1993 - March 2000
Kidder Peabody & Co June 1987 - May 1993
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Ivestment Managment
Seton Hall University 1984 — 1987
BS, Finance
Carey Pitman's UBS Experience October 2008 - July 2011
Job Vice President, Relationship Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2011 - Present
UBS October 2008 - July 2011
Yahoo! Finance July 2007 - September 2007
Legg Mason December 2005 - August 2006
Smith Barney Mutual Funds (Citigroup Asset Management) September 1997 - August 2006
Sanford C. Bernstein & Co. October 1995 - August 1997
Skills
Project Management, Series 7, Equities, Series 63, Sales, Mutual Funds, Business Development, Wealth Management
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance and Media/Communications
Lehigh University - College of Business and Economics 1991 — 1995
Morgan Stanley Smith Barney July 2011 - Present
UBS October 2008 - July 2011
Yahoo! Finance July 2007 - September 2007
Legg Mason December 2005 - August 2006
Smith Barney Mutual Funds (Citigroup Asset Management) September 1997 - August 2006
Sanford C. Bernstein & Co. October 1995 - August 1997
Skills
Project Management, Series 7, Equities, Series 63, Sales, Mutual Funds, Business Development, Wealth Management
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance and Media/Communications
Lehigh University - College of Business and Economics 1991 — 1995
Jennifer Telischak's UBS Experience June 2000 - January 2010
Job Project Management Professional
Industry Financial Services
Experience
UBS June 2000 - January 2010
Redevelopment Authority of Philadelphia 1999 - 2000
Skills
Risk Management, Financial Services, Trading Systems, Business Analysis, Vendor Management, Strategic IT Management, Process Improvement, Project Portfolio..., PMP, ITIL Certified, Team Leadership, International Project..., Problem Solving, Vendor Relationships, Project Management, IT Strategy, SDLC, Project Delivery, IT Management, Disaster Recovery
Education
Fordham University 1996 — 2000
UBS June 2000 - January 2010
Redevelopment Authority of Philadelphia 1999 - 2000
Skills
Risk Management, Financial Services, Trading Systems, Business Analysis, Vendor Management, Strategic IT Management, Process Improvement, Project Portfolio..., PMP, ITIL Certified, Team Leadership, International Project..., Problem Solving, Vendor Relationships, Project Management, IT Strategy, SDLC, Project Delivery, IT Management, Disaster Recovery
Education
Fordham University 1996 — 2000
Chris Benevento's UBS Experience COOStratagemTechnologies2002 - 2003
Job Consultant at UBS
Industry Financial Services
Experience
UBS COOStratagemTechnologies2002 - 2003
Misys Banking Systems 1993 - 2002
Education
Fordham University 1986 — 1990
UBS COOStratagemTechnologies2002 - 2003
Misys Banking Systems 1993 - 2002
Education
Fordham University 1986 — 1990
Chris Gomes's UBS Experience November 2012 - October 2013
Job Change Manager & Team Leader, Group Finance at UBS AG
Industry Financial Services
Experience
UBS AG April 2015 - Present
UBS AG October 2013 - Present
UBS November 2012 - October 2013
UBS AG January 2011 - November 2012
UBS Investment Bank November 2008 - January 2011
UBS AG January 2005 - January 2009
UBS AG 2005 - 2006
JPMorgan Chase Bank 2001 - 2005
Skills
Capital Markets, High Yield, Loans, Credit, Trading, Operations, Operations Management, Client Service, Process Development, Investment Banking, Team Leadership, Distressed Debt, Chapter 11, Syndications, Leveraged Finance, Fixed Income, Financial Services, Client Services
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Corporate Finance, Finance
Fordham University 2001 — 2002
MA, Economics
UBS AG April 2015 - Present
UBS AG October 2013 - Present
UBS November 2012 - October 2013
UBS AG January 2011 - November 2012
UBS Investment Bank November 2008 - January 2011
UBS AG January 2005 - January 2009
UBS AG 2005 - 2006
JPMorgan Chase Bank 2001 - 2005
Skills
Capital Markets, High Yield, Loans, Credit, Trading, Operations, Operations Management, Client Service, Process Development, Investment Banking, Team Leadership, Distressed Debt, Chapter 11, Syndications, Leveraged Finance, Fixed Income, Financial Services, Client Services
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Corporate Finance, Finance
Fordham University 2001 — 2002
MA, Economics
Richard Scarpelli, C.P.A., MST, MBA, ChFC's UBS Experience 2000 - Present
Job Head of Financial Planning at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS 2000 - Present
Arthur Anderson 1996 - 2000
Education
Fordham Gabelli School of Business 1994 — 1996
Fordham University 1989 — 1993
BS, Finance
UBS 2000 - Present
Arthur Anderson 1996 - 2000
Education
Fordham Gabelli School of Business 1994 — 1996
Fordham University 1989 — 1993
BS, Finance
Elias Papson's UBS Experience July 1998 - July 2007
Job Financial Services Professional
Industry Financial Services
Experience
Plainfield Asset Management March 2008 - July 2011
UBS July 1998 - July 2007
Swiss Bank Corp January 1997 - June 1998
Met Life Investment Management Co (MIMCO) August 1993 - December 1996
Brown Brothers Harriman & Co July 1987 - July 1993
Skills
Collateral Management, Hedge Funds, Cash Management, Treasury, Fixed Income, Capital Markets, Financial Services, Equities, Finance, Bloomberg, Securities, Trading, Alternative Investments, Mutual Funds, Asset Management, Portfolio Management, Investment Banking
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
Villanova University 1983 — 1987
BS, Business Administration and Management, General
Plainfield Asset Management March 2008 - July 2011
UBS July 1998 - July 2007
Swiss Bank Corp January 1997 - June 1998
Met Life Investment Management Co (MIMCO) August 1993 - December 1996
Brown Brothers Harriman & Co July 1987 - July 1993
Skills
Collateral Management, Hedge Funds, Cash Management, Treasury, Fixed Income, Capital Markets, Financial Services, Equities, Finance, Bloomberg, Securities, Trading, Alternative Investments, Mutual Funds, Asset Management, Portfolio Management, Investment Banking
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
Villanova University 1983 — 1987
BS, Business Administration and Management, General
Gabriella DiBlasi's UBS Experience August 1995 - March 1997
Job Director of Finance and Management Services at Monroe Public Schools
Industry Education Management
Experience
Monroe Public Schools September 2010 - Present
DiBlasi Associates April 2007 - August 2010
Bear Stearns August 2003 - April 2007
Credit Suisse First Boston March 1997 - March 2003
UBS August 1995 - March 1997
goldman sachs March 1994 - August 1995
Salomon Brothers December 1989 - March 1994
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1985 — 1989
BS, Economics
Monroe Public Schools September 2010 - Present
DiBlasi Associates April 2007 - August 2010
Bear Stearns August 2003 - April 2007
Credit Suisse First Boston March 1997 - March 2003
UBS August 1995 - March 1997
goldman sachs March 1994 - August 1995
Salomon Brothers December 1989 - March 1994
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1985 — 1989
BS, Economics
Michael Ciarniello's UBS Experience March 2013 - Present
Job Executive Director Global Head Research Analytics & Fundamentals
Industry Financial Services
Experience
UBS March 2013 - Present
Skills
Fixed Income, Equities, Investment Banking, Bloomberg, Capital Markets
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
University at Albany, SUNY 1995 — 1999
B.S., MIS/Marketing
Saint Francis Preparatory 1991 — 1995
High School, MIS/Marketing
UBS March 2013 - Present
Skills
Fixed Income, Equities, Investment Banking, Bloomberg, Capital Markets
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
University at Albany, SUNY 1995 — 1999
B.S., MIS/Marketing
Saint Francis Preparatory 1991 — 1995
High School, MIS/Marketing
Bianca Pileggi's UBS Experience August 2005 - October 2005
Job Relationship Manager at Mercator Asset Management, LP
Industry Financial Services
Experience
Mercator Asset Management, LP July 2013 - Present
Lynn University September 2011 - June 2013
Lynn University August 2010 - August 2011
Bloomberg July 2006 - June 2010
UBS August 2005 - October 2005
Bergdorf Goodman June 2005 - August 2005
Skills
Marketing, Social Media, Social Media Marketing, Event Planning, Public Relations, Public Speaking, Marketing Communications, Social Networking, Marketing Strategy, Microsoft Excel, Strategic Planning, Event Management, Microsoft Office, Customer Service, Bloomberg, Facebook, Time Management, Email Marketing, Analysis, Recruiting, Program Management, Budgets
Education
Lynn University 2010 — 2011
Master of Business Administration, International Business & Hospitality Management
Fordham University 2004 — 2006
Business Adminstration, Concentration in Finance, Specialization in International Business
Fundação Armando Álvares Penteado 2001 — 2004
Associação Escola Graduada de São Paulo (Graded School) 1997 — 2000
High School Education
Chapel School 1994 — 1996
Mercator Asset Management, LP July 2013 - Present
Lynn University September 2011 - June 2013
Lynn University August 2010 - August 2011
Bloomberg July 2006 - June 2010
UBS August 2005 - October 2005
Bergdorf Goodman June 2005 - August 2005
Skills
Marketing, Social Media, Social Media Marketing, Event Planning, Public Relations, Public Speaking, Marketing Communications, Social Networking, Marketing Strategy, Microsoft Excel, Strategic Planning, Event Management, Microsoft Office, Customer Service, Bloomberg, Facebook, Time Management, Email Marketing, Analysis, Recruiting, Program Management, Budgets
Education
Lynn University 2010 — 2011
Master of Business Administration, International Business & Hospitality Management
Fordham University 2004 — 2006
Business Adminstration, Concentration in Finance, Specialization in International Business
Fundação Armando Álvares Penteado 2001 — 2004
Associação Escola Graduada de São Paulo (Graded School) 1997 — 2000
High School Education
Chapel School 1994 — 1996
John Linsenmeyer, CIMA®'s UBS Experience February 2003 - July 2004
Job PNC Capital Advisors
Industry Financial Services
Experience
PNC Capital Advisors February 2008 - Present
UBS Global Asset Management July 2004 - February 2008
UBS February 2003 - July 2004
PaineWebber July 2001 - January 2003
PaineWebber July 2000 - April 2001
Skills
Alternative Investments, Asset Allocation
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Global Management
Villanova University 1996 — 2000
Finance
PNC Capital Advisors February 2008 - Present
UBS Global Asset Management July 2004 - February 2008
UBS February 2003 - July 2004
PaineWebber July 2001 - January 2003
PaineWebber July 2000 - April 2001
Skills
Alternative Investments, Asset Allocation
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Global Management
Villanova University 1996 — 2000
Finance
Daniel McNulty's UBS Experience June 1995 - March 2001
Job VP at BBH
Industry Financial Services
Experience
BROWN BROTHERS HARRIMAN & CO January 2008 - Present
Mutual Fund Services May 2006 - January 2008
Morgan Stanley December 2003 - May 2006
Morgan Stanley March 2001 - April 2006
Morgan Stanley March 2001 - December 2003
UBS June 1995 - March 2001
PaineWebber June 1995 - March 2001
SMITH BARNEY INC January 1994 - June 1995
PRUDENTIAL SECURITIES INC July 1991 - January 1994
Skills
Risk Management, Mutual Funds, Hedge Funds, Financial Services, Trading, Alternative Investments, Securities, Fixed Income, Financial Risk, Asset Management, Bloomberg, Equities, Account Reconciliation, Settlement, Derivatives, Back Office, Corporate Actions, Series 7, Capital Markets, Investments, Options, Series 63, Financial Markets, Wealth Management, Asset Allocation, Trading Systems, Portfolio Management, Operational Risk, Global Custody, AML, FINRA, Relationship Management, Investment Banking, Series 24, Investment Advisory
Education
Fordham University 1987 — 1991
ba, economics
Fordham University 1987 — 1991
Bachelor of Arts, Economics
Saint Peter's University
MBA
BROWN BROTHERS HARRIMAN & CO January 2008 - Present
Mutual Fund Services May 2006 - January 2008
Morgan Stanley December 2003 - May 2006
Morgan Stanley March 2001 - April 2006
Morgan Stanley March 2001 - December 2003
UBS June 1995 - March 2001
PaineWebber June 1995 - March 2001
SMITH BARNEY INC January 1994 - June 1995
PRUDENTIAL SECURITIES INC July 1991 - January 1994
Skills
Risk Management, Mutual Funds, Hedge Funds, Financial Services, Trading, Alternative Investments, Securities, Fixed Income, Financial Risk, Asset Management, Bloomberg, Equities, Account Reconciliation, Settlement, Derivatives, Back Office, Corporate Actions, Series 7, Capital Markets, Investments, Options, Series 63, Financial Markets, Wealth Management, Asset Allocation, Trading Systems, Portfolio Management, Operational Risk, Global Custody, AML, FINRA, Relationship Management, Investment Banking, Series 24, Investment Advisory
Education
Fordham University 1987 — 1991
ba, economics
Fordham University 1987 — 1991
Bachelor of Arts, Economics
Saint Peter's University
MBA
Anne Horstmann Iyer's UBS Experience 2002 - 2004
Job Independent Food & Beverages Professional
Industry Food & Beverages
Experience
HUSH Supper Club October 2006 - Present
Vidalia Restaurant November 2005 - November 2007
UBS 2002 - 2004
Education
Institute of Culinary Education 2003 — 2004
Culinary Arts
Fordham University 1998 — 2002
B.S., Business Economics
HUSH Supper Club October 2006 - Present
Vidalia Restaurant November 2005 - November 2007
UBS 2002 - 2004
Education
Institute of Culinary Education 2003 — 2004
Culinary Arts
Fordham University 1998 — 2002
B.S., Business Economics
Arlene H. Matos's UBS Experience August 2005 - July 2011
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
JPMorgan Chase May 2012 - October 2013
UBS August 2005 - July 2011
Nassau County January 2004 - August 2004
Thomson Reuters May 2002 - July 2004
City of New York Department of Investigations October 1998 - May 2002
City of New York Department of Finance September 1990 - October 1998
Skills
Risk Management, Risk Mitigation, Compliance, Risk, Security, Operational Risk..., Banking, Business Continuity, SOX, IT Audit, Operational Risk, Policy, Enterprise Risk..., Risk Assessment, Governance, Basel II, Security Management, Program Management, Government, Team Building, Investigations, ITIL, Sarbanes-Oxley Act, Auditing, COBIT, Project Management, Financial Risk, Private Investigations, Internal Audit, Process Improvement, Information Technology, IT Risk Management, Information Security..., Disaster Recovery
Education
NYU Stern School of Business 2004 — 2004
Risk Management & Business Continuity Management
Fordham University 1980 — 1984
Bachelor of Science (BS), Business Administration
JPMorgan Chase October 2013 - Present
JPMorgan Chase May 2012 - October 2013
UBS August 2005 - July 2011
Nassau County January 2004 - August 2004
Thomson Reuters May 2002 - July 2004
City of New York Department of Investigations October 1998 - May 2002
City of New York Department of Finance September 1990 - October 1998
Skills
Risk Management, Risk Mitigation, Compliance, Risk, Security, Operational Risk..., Banking, Business Continuity, SOX, IT Audit, Operational Risk, Policy, Enterprise Risk..., Risk Assessment, Governance, Basel II, Security Management, Program Management, Government, Team Building, Investigations, ITIL, Sarbanes-Oxley Act, Auditing, COBIT, Project Management, Financial Risk, Private Investigations, Internal Audit, Process Improvement, Information Technology, IT Risk Management, Information Security..., Disaster Recovery
Education
NYU Stern School of Business 2004 — 2004
Risk Management & Business Continuity Management
Fordham University 1980 — 1984
Bachelor of Science (BS), Business Administration
Brad Roth's UBS Experience July 2010 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS July 2010 - Present
RBC Capital Markets January 2007 - May 2010
Carlin 2001 - 2006
Morgan Stanley 1989 - 1994
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Lehigh University 1981 — 1985
BS, Computer Science
UBS July 2010 - Present
RBC Capital Markets January 2007 - May 2010
Carlin 2001 - 2006
Morgan Stanley 1989 - 1994
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Lehigh University 1981 — 1985
BS, Computer Science
Robert Asciutto's UBS Experience 2003 - 2007
Job Manager Market Tech Sales at CME Group
Industry Financial Services
Experience
CME Group May 2013 - Present
Deloitte August 2011 - May 2013
AXA Advisors March 2009 - August 2011
Goldman Sachs Asset Management July 2008 - March 2009
UBS 2003 - 2007
Knight Trading Group 2000 - 2003
Herzog, Heine, Geduld June 1998 - August 1998
Commonwealth Associates 1996 - 1997
Skills
FINRA, Investments, Securities, Insurance, Equities, Fixed Annuities, CRM, Options, Bloomberg, Asset Management, Capital Markets, Derivatives, Finance, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Series 7, Trading Systems
Education
Fordham Gabelli School of Business 2005 — 2008
Fordham University 2005 — 2008
MBA, Finance
Wagner College 1996 — 1999
BS, Accounting
CME Group May 2013 - Present
Deloitte August 2011 - May 2013
AXA Advisors March 2009 - August 2011
Goldman Sachs Asset Management July 2008 - March 2009
UBS 2003 - 2007
Knight Trading Group 2000 - 2003
Herzog, Heine, Geduld June 1998 - August 1998
Commonwealth Associates 1996 - 1997
Skills
FINRA, Investments, Securities, Insurance, Equities, Fixed Annuities, CRM, Options, Bloomberg, Asset Management, Capital Markets, Derivatives, Finance, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Series 7, Trading Systems
Education
Fordham Gabelli School of Business 2005 — 2008
Fordham University 2005 — 2008
MBA, Finance
Wagner College 1996 — 1999
BS, Accounting
Andre Dial's UBS Experience September 2013 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS September 2013 - Present
Barclays Capital July 2011 - September 2013
Accenture June 1998 - June 2011
Skills
Financial Services, Capital Markets, Business Analysis, Risk Management, Management Consulting, Project Management, Business Process..., Investment Banking, Business Transformation, Financial Modeling, Financial Risk, IT Strategy, SDLC, PMO, Business Process..., Governance, Strategy, Project Portfolio...
Education
Fordham University 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management / Information Systems Management
State University of New York College at Buffalo 1980 — 1984
BSC, IMS
UBS September 2013 - Present
Barclays Capital July 2011 - September 2013
Accenture June 1998 - June 2011
Skills
Financial Services, Capital Markets, Business Analysis, Risk Management, Management Consulting, Project Management, Business Process..., Investment Banking, Business Transformation, Financial Modeling, Financial Risk, IT Strategy, SDLC, PMO, Business Process..., Governance, Strategy, Project Portfolio...
Education
Fordham University 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management / Information Systems Management
State University of New York College at Buffalo 1980 — 1984
BSC, IMS
Joy Sabella's UBS Experience 2006 - 2007
Job Goldman Sachs FICC (Fixed Income Currency and Commodities)
Industry Financial Services
Experience
Goldman Sachs October 1997 - Present
UBS 2006 - 2007
UBS Securities LLC 2006 - 2007
Education
Fordham Gabelli School of Business
Goldman Sachs October 1997 - Present
UBS 2006 - 2007
UBS Securities LLC 2006 - 2007
Education
Fordham Gabelli School of Business
Donna Durkin's UBS Experience DirectorUBS Investment Bank1997 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS DirectorUBS Investment Bank1997 - Present
Education
Fordham University 1987 — 1993
UBS DirectorUBS Investment Bank1997 - Present
Education
Fordham University 1987 — 1993
Anthony Pirrone's UBS Experience directorUBS Investment Bank2007 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS directorUBS Investment Bank2007 - Present
Bear Stearns June 1998 - April 2007
Bear Stearns 1998 - 2007
Skills
Equity Trading, Prime Brokerage, Fixed Income, Equities, Trading, Trading Systems, Electronic Trading, Capital Markets, Derivatives, Equity Derivatives, Financial Risk, Hedge Funds, Investment Banking, Market Data, Middle Office, Options
Education
Pace University - Lubin School of Business 1988 — 1993
Master of Business Administration (MBA), Accounting
Fordham University 1983 — 1987
Bachelor of Arts (BA), Economics
UBS directorUBS Investment Bank2007 - Present
Bear Stearns June 1998 - April 2007
Bear Stearns 1998 - 2007
Skills
Equity Trading, Prime Brokerage, Fixed Income, Equities, Trading, Trading Systems, Electronic Trading, Capital Markets, Derivatives, Equity Derivatives, Financial Risk, Hedge Funds, Investment Banking, Market Data, Middle Office, Options
Education
Pace University - Lubin School of Business 1988 — 1993
Master of Business Administration (MBA), Accounting
Fordham University 1983 — 1987
Bachelor of Arts (BA), Economics
Robert Sullivan's UBS Experience May 2004 - October 2006
Job Vice President, Strategic Solutions at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions October 2013 - Present
Broadridge Financial Solutions May 2011 - October 2013
Broadridge Financial Solutions October 2006 - May 2011
NYU SCPS July 2006 - June 2009
UBS May 2004 - October 2006
InvestLink Technologies September 1996 - August 2003
Bankers Trust 1993 - 1996
Skills
Mutual Funds, Financial Services, Retirement Planning, Business Development, Generating Revenue, Relationship Marketing, Data Warehousing, Outsourced Solutions, Capital Markets, Equities, Finance, Financial Planning, Fixed Income, Investments, Management, Sales, Securities, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Vendor Management, Wealth Management
Education
Fordham University - Graduate School of Business Administration 1996 — 2001
MBA, Accounting
Fordham University 1984 — 1987
BS, Finance
Broadridge Financial Solutions October 2013 - Present
Broadridge Financial Solutions May 2011 - October 2013
Broadridge Financial Solutions October 2006 - May 2011
NYU SCPS July 2006 - June 2009
UBS May 2004 - October 2006
InvestLink Technologies September 1996 - August 2003
Bankers Trust 1993 - 1996
Skills
Mutual Funds, Financial Services, Retirement Planning, Business Development, Generating Revenue, Relationship Marketing, Data Warehousing, Outsourced Solutions, Capital Markets, Equities, Finance, Financial Planning, Fixed Income, Investments, Management, Sales, Securities, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Vendor Management, Wealth Management
Education
Fordham University - Graduate School of Business Administration 1996 — 2001
MBA, Accounting
Fordham University 1984 — 1987
BS, Finance
Frank Buffone's UBS Experience September 1993 - Present
Job Supervisor at UBS Investment Bank
Industry Banking
Experience
UBS September 1993 - Present
ubs 1993 - 2008
Skills
Derivatives, Investment Banking, Business Analysis
Education
Fordham University 1977 — 1983
UBS September 1993 - Present
ubs 1993 - 2008
Skills
Derivatives, Investment Banking, Business Analysis
Education
Fordham University 1977 — 1983
Jon Santemma's UBS Experience February 1999 - September 2009
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company September 2009 - Present
UBS February 1999 - September 2009
Citigroup May 1995 - February 1999
Skadden Arps May 1992 - February 1995
Education
Fordham Gabelli School of Business 1987 — 1991
MBA, Business
Fordham University School of Law 1987 — 1991
JD, Law
Hamilton College 1983 — 1984
BA, History, Economics
Jefferies & Company September 2009 - Present
UBS February 1999 - September 2009
Citigroup May 1995 - February 1999
Skadden Arps May 1992 - February 1995
Education
Fordham Gabelli School of Business 1987 — 1991
MBA, Business
Fordham University School of Law 1987 — 1991
JD, Law
Hamilton College 1983 — 1984
BA, History, Economics
Kevin Amerio, CFP®'s UBS Experience March 2006 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS March 2006 - Present
IdeaSphere August 2003 - August 2005
Cendant August 2000 - August 2003
Prebon Yamane August 1994 - August 2000
Education
Fordham Gabelli School of Business
MBA, Finance
Wake Forest University 1991 — 1994
BS, Business
UBS March 2006 - Present
IdeaSphere August 2003 - August 2005
Cendant August 2000 - August 2003
Prebon Yamane August 1994 - August 2000
Education
Fordham Gabelli School of Business
MBA, Finance
Wake Forest University 1991 — 1994
BS, Business
Charles Kromholz, CFA's UBS Experience June 2007 - August 2007
Job Fixed Income CFO Group at Credit Suisse
Industry Financial Services
Experience
Credit Suisse December 2011 - Present
Credit Suisse July 2008 - December 2011
UBS June 2007 - August 2007
Skills
Fixed Income, Finance, Financial Modeling, Financial Analysis
Education
Fordham University 2004 — 2008
B.S, Finance / Information Systems / Economics
Credit Suisse December 2011 - Present
Credit Suisse July 2008 - December 2011
UBS June 2007 - August 2007
Skills
Fixed Income, Finance, Financial Modeling, Financial Analysis
Education
Fordham University 2004 — 2008
B.S, Finance / Information Systems / Economics
Erik Lawrence's UBS Experience January 2009 - April 2009
Job Student
Industry Hospital & Health Care
Experience
ScribeAmerica July 2014 - July 2015
North Shore University Hospital June 2012 - February 2014
North Shore University Hospital November 2011 - June 2013
The Corcoran Group March 2011 - August 2011
Focus Features January 2010 - April 2010
Rhino Entertainment June 2009 - August 2009
UBS January 2009 - April 2009
Education
Stony Brook University School of Medicine 2015 — 2019
M.D. Candidate
Fordham University 2006 — 2010
BS, Business Administration
Hofstra University 2012 — 2013
Postbaccalaureate Pre-medical
ScribeAmerica July 2014 - July 2015
North Shore University Hospital June 2012 - February 2014
North Shore University Hospital November 2011 - June 2013
The Corcoran Group March 2011 - August 2011
Focus Features January 2010 - April 2010
Rhino Entertainment June 2009 - August 2009
UBS January 2009 - April 2009
Education
Stony Brook University School of Medicine 2015 — 2019
M.D. Candidate
Fordham University 2006 — 2010
BS, Business Administration
Hofstra University 2012 — 2013
Postbaccalaureate Pre-medical
Stephen Volastro's UBS Experience June 2003 - April 2004
Job Senior Director, Client Service at RGP
Industry Management Consulting
Experience
RGP August 2015 - Present
Resources Global Professionals February 2008 - August 2015
Bear Stearns April 2006 - February 2008
Bank of New York Mellon April 2004 - April 2006
UBS June 2003 - April 2004
Deutsche Bank November 1999 - June 2003
JP Morgan June 1997 - November 1999
Bankers Trust May 1994 - June 1997
Skills
Hedge Funds, Fixed Income, Capital Markets, Financial Services, Financial Analysis, Professional Services
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
Pace University - Lubin School of Business 1990 — 1994
BBA, Business Management
St Joseph by the Sea HS
RGP August 2015 - Present
Resources Global Professionals February 2008 - August 2015
Bear Stearns April 2006 - February 2008
Bank of New York Mellon April 2004 - April 2006
UBS June 2003 - April 2004
Deutsche Bank November 1999 - June 2003
JP Morgan June 1997 - November 1999
Bankers Trust May 1994 - June 1997
Skills
Hedge Funds, Fixed Income, Capital Markets, Financial Services, Financial Analysis, Professional Services
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
Pace University - Lubin School of Business 1990 — 1994
BBA, Business Management
St Joseph by the Sea HS
Brendan Higgins's UBS Experience June 2005 - December 2006
Job Manager, Strategic Projects at GLG
Industry Management Consulting
Experience
GLG August 2014 - Present
Alvarez & Marsal 2012 - 2013
Booz Allen Hamilton August 2008 - November 2011
Bear Stearns July 2007 - July 2008
UBS June 2005 - December 2006
Skills
Strategic Planning, Marketing Strategy, Corporate Communications, Digital Strategy, Management Consulting, Event Management, Business Process..., Technical Writing, Strategic Communications, Strategy Development, New Business Development, Analysis, Analytics, Business Process, Program Management
Education
Fordham University 2003 — 2007
Bachelor’s Degree, Economics
Fairfield Prep 1999 — 2003
High School
GLG August 2014 - Present
Alvarez & Marsal 2012 - 2013
Booz Allen Hamilton August 2008 - November 2011
Bear Stearns July 2007 - July 2008
UBS June 2005 - December 2006
Skills
Strategic Planning, Marketing Strategy, Corporate Communications, Digital Strategy, Management Consulting, Event Management, Business Process..., Technical Writing, Strategic Communications, Strategy Development, New Business Development, Analysis, Analytics, Business Process, Program Management
Education
Fordham University 2003 — 2007
Bachelor’s Degree, Economics
Fairfield Prep 1999 — 2003
High School
Carmine Pezzella,Jr.'s UBS Experience August 1980 - December 2008
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Morgan Stanley Wealth Management December 2012 - March 2015
Boenning & Scattergood, Inc. September 2010 - February 2012
Hightower Advisors October 2009 - September 2010
Donnelly and Steen/Coastal Equities March 2009 - September 2009
UBS August 1980 - December 2008
Paine Webber 1995 - 2000
Kidder,Peabody 1980 - 1995
Skills
Wealth Management, Series 63, Securities, Investment Advisory, Alternative Investments, Series 7, Investments, Asset Managment, Asset Allocation, FINRA, Equities
Education
Fordham University
Merrill Lynch March 2015 - Present
Morgan Stanley Wealth Management December 2012 - March 2015
Boenning & Scattergood, Inc. September 2010 - February 2012
Hightower Advisors October 2009 - September 2010
Donnelly and Steen/Coastal Equities March 2009 - September 2009
UBS August 1980 - December 2008
Paine Webber 1995 - 2000
Kidder,Peabody 1980 - 1995
Skills
Wealth Management, Series 63, Securities, Investment Advisory, Alternative Investments, Series 7, Investments, Asset Managment, Asset Allocation, FINRA, Equities
Education
Fordham University
Bob Zimmel's UBS Experience May 1997 - June 1999
Job Controller & FinOp at NYPPEX Private Markets
Industry Financial Services
Experience
NYPPEX Private Markets December 2010 - Present
Seapine Securities, LLC August 2009 - May 2010
Morgan Stanley Dean Witter June 2009 - July 2009
HSBC Global Asset Management May 2008 - December 2008
JPMorgan Chase October 2006 - April 2008
FIMAT USA, LLC January 2005 - October 2006
Calyon January 2002 - January 2005
M. Safra & Co. August 1999 - August 2001
UBS May 1997 - June 1999
Credit Suisse First Boston July 1987 - May 1997
Education
Fordham University 1980 — 1981
MBA, Finance
Manhattan College 1974 — 1977
BBA, Managerial Sciences, 3.67/4.0
NYPPEX Private Markets December 2010 - Present
Seapine Securities, LLC August 2009 - May 2010
Morgan Stanley Dean Witter June 2009 - July 2009
HSBC Global Asset Management May 2008 - December 2008
JPMorgan Chase October 2006 - April 2008
FIMAT USA, LLC January 2005 - October 2006
Calyon January 2002 - January 2005
M. Safra & Co. August 1999 - August 2001
UBS May 1997 - June 1999
Credit Suisse First Boston July 1987 - May 1997
Education
Fordham University 1980 — 1981
MBA, Finance
Manhattan College 1974 — 1977
BBA, Managerial Sciences, 3.67/4.0
Jordan Grangard's UBS Experience September 2015 - Present
Job Assistant Complex Director at UBS Wealth Management
Industry Financial Services
Experience
UBS September 2015 - Present
UBS Wealth Management January 2014 - September 2015
UBS July 2012 - January 2014
Fordham University August 2008 - May 2012
Gehring Group Insurance Services May 2009 - September 2011
Skills
Microsoft Office, PowerPoint, Word, Excel, Sports, Time Management, Team Leadership
Education
Fordham Gabelli School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Marketing, 3.5
UBS September 2015 - Present
UBS Wealth Management January 2014 - September 2015
UBS July 2012 - January 2014
Fordham University August 2008 - May 2012
Gehring Group Insurance Services May 2009 - September 2011
Skills
Microsoft Office, PowerPoint, Word, Excel, Sports, Time Management, Team Leadership
Education
Fordham Gabelli School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Marketing, 3.5
Jonathan Nicolosi's UBS Experience September 2008 - December 2008
Job Derivatives Broker
Industry Financial Services
Experience
The Windham Group January 2012 - January 2014
Long Island Cardiovascular Consultants May 2009 - December 2011
Fordham University January 2009 - May 2009
UBS September 2008 - December 2008
Live Nation March 2007 - August 2008
Skills
Research, Microsoft Excel, Java, C++, C#, Eclipse, Visual Studio, Derivatives Trading
Education
Queens College 2014 — 2016
Bachelor’s Degree, Computer Science
Fordham Gabelli School of Business 2007 — 2011
Bachelor’s Degree, Finance
The Windham Group January 2012 - January 2014
Long Island Cardiovascular Consultants May 2009 - December 2011
Fordham University January 2009 - May 2009
UBS September 2008 - December 2008
Live Nation March 2007 - August 2008
Skills
Research, Microsoft Excel, Java, C++, C#, Eclipse, Visual Studio, Derivatives Trading
Education
Queens College 2014 — 2016
Bachelor’s Degree, Computer Science
Fordham Gabelli School of Business 2007 — 2011
Bachelor’s Degree, Finance
Bob Nicolich's UBS Experience 1996 - 1999
Job Managing Director at ING
Industry Financial Services
Experience
ING November 1999 - Present
ING Financial Services LLC 1999 - Present
UBS 1996 - 1999
Education
Fordham University - Graduate School of Business Administration 1992 — 1996
MBA, Finance
ING November 1999 - Present
ING Financial Services LLC 1999 - Present
UBS 1996 - 1999
Education
Fordham University - Graduate School of Business Administration 1992 — 1996
MBA, Finance
Phil Cartularo's UBS Experience 1992 - 2001
Job Managing Director at Barclays Investment Bank
Industry Banking
Experience
Barclays Investment Bank October 2008 - Present
Citibank September 2004 - September 2008
Swiss Re January 2002 - September 2004
UBS 1992 - 2001
Skills
Investment Banking, Derivatives, Fixed Income, Structured Products, Financial Risk, Equities, Market Risk, Capital Markets, Credit Derivatives, Interest Rate..., Swaps, Credit Risk
Education
Fordham University
BS, Finance
Barclays Investment Bank October 2008 - Present
Citibank September 2004 - September 2008
Swiss Re January 2002 - September 2004
UBS 1992 - 2001
Skills
Investment Banking, Derivatives, Fixed Income, Structured Products, Financial Risk, Equities, Market Risk, Capital Markets, Credit Derivatives, Interest Rate..., Swaps, Credit Risk
Education
Fordham University
BS, Finance
Donna Durkin's UBS Experience October 2006 - May 2008
Job Managing Director / Business Manager at Canterbury Business Solutions
Industry Financial Services
Experience
Canterbury Business Solutions June 2008 - Present
UBS October 2006 - May 2008
ABN AMRO April 1997 - October 2006
Citicorp Futures Corp April 1994 - April 1997
PaineWebber 1983 - 1985
Skills
Financial Markets, Equities, Fixed Income, Investment Banking, Trading, Banking, Risk Management, Options, Electronic Trading, Capital Markets, Trading Systems, Change Management, Securities, Financial Risk, Back Office, Restructuring, Portfolio Management, Market Data, Emerging Markets, Mutual Funds, Operational Risk..., Relationship Management, FX Options, Interest Rate..., Management, Operational Risk, Alternative Investments, Middle Office, Prime Brokerage, Private Equity, Investments, Valuation, Hedge Funds, Bonds, Corporate Actions, Currency, Equity Trading, Credit Risk, Structured Products, Equity Derivatives, Financial Services, Bloomberg, Market Risk, Swaps, Hedging, Structured Finance, Asset Management, Financial Structuring, Derivatives
Education
Fordham University 1989 — 1993
Bachelors, Psychology Major, Business Minor
Canterbury Business Solutions June 2008 - Present
UBS October 2006 - May 2008
ABN AMRO April 1997 - October 2006
Citicorp Futures Corp April 1994 - April 1997
PaineWebber 1983 - 1985
Skills
Financial Markets, Equities, Fixed Income, Investment Banking, Trading, Banking, Risk Management, Options, Electronic Trading, Capital Markets, Trading Systems, Change Management, Securities, Financial Risk, Back Office, Restructuring, Portfolio Management, Market Data, Emerging Markets, Mutual Funds, Operational Risk..., Relationship Management, FX Options, Interest Rate..., Management, Operational Risk, Alternative Investments, Middle Office, Prime Brokerage, Private Equity, Investments, Valuation, Hedge Funds, Bonds, Corporate Actions, Currency, Equity Trading, Credit Risk, Structured Products, Equity Derivatives, Financial Services, Bloomberg, Market Risk, Swaps, Hedging, Structured Finance, Asset Management, Financial Structuring, Derivatives
Education
Fordham University 1989 — 1993
Bachelors, Psychology Major, Business Minor
EJ Garcia's UBS Experience January 2011 - June 2011
Job
Industry Banking
Experience
Morgan Stanley October 2011 - November 2013
UBS January 2011 - June 2011
SyCip Salazar Hernandez & Gatmaitan June 2010 - August 2010
Skills
Due Diligence, Bloomberg, Alternative Investments, Research, Investment Research, Internal Audit, Microsoft Excel, Microsoft Word, Reputational Risk, Risk Management, Risk Analysis
Education
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), Economics
PAREF Southridge 2002 — 2006
High School
Morgan Stanley October 2011 - November 2013
UBS January 2011 - June 2011
SyCip Salazar Hernandez & Gatmaitan June 2010 - August 2010
Skills
Due Diligence, Bloomberg, Alternative Investments, Research, Investment Research, Internal Audit, Microsoft Excel, Microsoft Word, Reputational Risk, Risk Management, Risk Analysis
Education
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), Economics
PAREF Southridge 2002 — 2006
High School
Anthony Cassiere's UBS Experience January 2010 - May 2010
Job Strategy Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2013 - Present
Citi 2012 - 2013
Ernst & Young June 2011 - August 2011
JPMorgan Chase June 2010 - June 2011
UBS January 2010 - May 2010
Experian Cheetahmail July 2009 - April 2010
Fordham University September 2008 - September 2009
Brookhaven National Laboratory May 2007 - October 2007
Education
Fordham University 2008 — 2012
BS/MBA
Kings Park High School
Goldman Sachs 2013 - Present
Citi 2012 - 2013
Ernst & Young June 2011 - August 2011
JPMorgan Chase June 2010 - June 2011
UBS January 2010 - May 2010
Experian Cheetahmail July 2009 - April 2010
Fordham University September 2008 - September 2009
Brookhaven National Laboratory May 2007 - October 2007
Education
Fordham University 2008 — 2012
BS/MBA
Kings Park High School
Andrew Lewenec's UBS Experience January 2011 - June 2011
Job Analyst at Bank of TokyoMitsubishi
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
Crédit Agricole CIB October 2013 - May 2015
Berkery, Noyes & Co., LLC May 2013 - August 2013
Morgan Stanley June 2011 - August 2011
Deutsche Bank June 2011 - June 2011
UBS January 2011 - June 2011
Skills
Spanish, Financial Modeling, Microsoft Excel, Financial Statement..., Equity Derivatives
Education
Fordham University 2009 — 2013
BSc, Business Economics (Cum Laude)
Instituto Internacional de Madrid 2012 — 2012
Saint Joseph's Preparatory School 2005 — 2009
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
Crédit Agricole CIB October 2013 - May 2015
Berkery, Noyes & Co., LLC May 2013 - August 2013
Morgan Stanley June 2011 - August 2011
Deutsche Bank June 2011 - June 2011
UBS January 2011 - June 2011
Skills
Spanish, Financial Modeling, Microsoft Excel, Financial Statement..., Equity Derivatives
Education
Fordham University 2009 — 2013
BSc, Business Economics (Cum Laude)
Instituto Internacional de Madrid 2012 — 2012
Saint Joseph's Preparatory School 2005 — 2009
Anne Iyer's UBS Experience September 2002 - August 2004
Job Director at EJF Capital LLC
Industry Financial Services
Experience
EJF Capital LLC April 2008 - Present
UBS September 2002 - August 2004
Education
Fordham University 1998 — 2002
BS, Business Economics
EJF Capital LLC April 2008 - Present
UBS September 2002 - August 2004
Education
Fordham University 1998 — 2002
BS, Business Economics
Giuliano Anderes-Bologna's UBS Experience January 2010 - May 2010
Job Vice President / Research at BTIG
Industry Financial Services
Experience
BTIG May 2012 - Present
Collins Stewart June 2011 - February 2012
The Benchmark Company June 2010 - December 2010
UBS January 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Equities, Financial Analysis, Valuation, Investment Banking, Equity Research, Series 7, Equity Valuation, Research
Education
Fordham University
Bachelor of Science (BS), Finance
Hofstra University
MBA, Finance
BTIG May 2012 - Present
Collins Stewart June 2011 - February 2012
The Benchmark Company June 2010 - December 2010
UBS January 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Equities, Financial Analysis, Valuation, Investment Banking, Equity Research, Series 7, Equity Valuation, Research
Education
Fordham University
Bachelor of Science (BS), Finance
Hofstra University
MBA, Finance
Frank Torrone's UBS Experience February 2011 - May 2011
Job Financial Planning Associate at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors January 2015 - Present
RR Advisory Group, LLC September 2011 - December 2014
UBS February 2011 - May 2011
Transatlantic Reinsurance May 2010 - August 2010
American International Group May 2008 - August 2008
Skills
Investments, Finance, Portfolio Management, Wealth Management, Fixed Income, Tax, Strategic Financial..., Financial Modeling
Education
Fordham University 2007 — 2011
Finance, Business Economics
Syracuse University 2009 — 2009
Study Abroad Participant, Madrid, Spain
Christian Brothers Academy 2003 — 2007
Mariner Wealth Advisors January 2015 - Present
RR Advisory Group, LLC September 2011 - December 2014
UBS February 2011 - May 2011
Transatlantic Reinsurance May 2010 - August 2010
American International Group May 2008 - August 2008
Skills
Investments, Finance, Portfolio Management, Wealth Management, Fixed Income, Tax, Strategic Financial..., Financial Modeling
Education
Fordham University 2007 — 2011
Finance, Business Economics
Syracuse University 2009 — 2009
Study Abroad Participant, Madrid, Spain
Christian Brothers Academy 2003 — 2007
Conor Mascetti's UBS Experience January 2011 - June 2011
Job Senior Analyst at American Express
Industry Financial Services
Experience
American Express Consumer Services Investment Optimization Group March 2014 - Present
MasterCard Advisors Consulting Services August 2012 - March 2014
MasterCard Advisors Consulting June 2011 - May 2012
UBS January 2011 - June 2011
Skills
Financial Modeling, Microsoft Excel, Access, Data Analysis, Excel, Financial Analysis, PowerPoint, Statistics, Research, Big Data, Credit Cards, Analysis, Strategy, Portfolio Management, Management, Economics, Finance
Education
Fordham University 2008 — 2012
BS, Finance
Chaminade High School 2004 — 2008
Diploma
American Express Consumer Services Investment Optimization Group March 2014 - Present
MasterCard Advisors Consulting Services August 2012 - March 2014
MasterCard Advisors Consulting June 2011 - May 2012
UBS January 2011 - June 2011
Skills
Financial Modeling, Microsoft Excel, Access, Data Analysis, Excel, Financial Analysis, PowerPoint, Statistics, Research, Big Data, Credit Cards, Analysis, Strategy, Portfolio Management, Management, Economics, Finance
Education
Fordham University 2008 — 2012
BS, Finance
Chaminade High School 2004 — 2008
Diploma
Nicholas Veliky's UBS Experience September 2008 - December 2008
Job Litigation Associate at Wollmuth Maher & Deutsch LLP
Industry Legal Services
Experience
Wollmuth Maher & Deutsch LLP September 2015 - Present
Kranjac Tripodi & Partners LLP May 2014 - November 2014
New Jersey Institute for Social Justice June 2013 - August 2013
Passaic County Democratic Committee November 2012 - November 2012
KPMG June 2011 - July 2011
Goldman Sachs June 2010 - April 2011
UBS September 2008 - December 2008
Skills
Bloomberg Terminal, Research
Education
Fordham University School of Law 2012 — 2015
Doctor of Law (JD)
Fordham University - Graduate School of Business Administration 2011 — 2012
MS, Accounting
Fordham University 2007 — 2011
BS, Public Accounting
Seton Hall Preparatory School 2003 — 2007
Wollmuth Maher & Deutsch LLP September 2015 - Present
Kranjac Tripodi & Partners LLP May 2014 - November 2014
New Jersey Institute for Social Justice June 2013 - August 2013
Passaic County Democratic Committee November 2012 - November 2012
KPMG June 2011 - July 2011
Goldman Sachs June 2010 - April 2011
UBS September 2008 - December 2008
Skills
Bloomberg Terminal, Research
Education
Fordham University School of Law 2012 — 2015
Doctor of Law (JD)
Fordham University - Graduate School of Business Administration 2011 — 2012
MS, Accounting
Fordham University 2007 — 2011
BS, Public Accounting
Seton Hall Preparatory School 2003 — 2007
Eileen Keating-Sullivan's UBS Experience 1996 - Present
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 1996 - Present
UBS 1996 - Present
Meredith, Martin and Kaye Inc June 1992 - May 1996
Morgan Stanley June 1990 - June 1992
Skills
Equities, Structured Products, Alternative Investments, Hedge Funds, Bloomberg, Securities, Trading, Asset Management, High Net Worth..., Portfolio Management, Investment Banking, Mutual Funds, Series 63, Capital Markets, Private Equity, Financial Services, Valuation, Investment Advisory, Asset Allocation, Swaps, Financial Markets, Investments
Education
Fordham University 1996 — 2000
Master of Business Administration (MBA), Finace
Fordham University 1986 — 1990
Bachelor of Arts (BA), Economics
UBS Wealth Management May 1996 - Present
UBS 1996 - Present
Meredith, Martin and Kaye Inc June 1992 - May 1996
Morgan Stanley June 1990 - June 1992
Skills
Equities, Structured Products, Alternative Investments, Hedge Funds, Bloomberg, Securities, Trading, Asset Management, High Net Worth..., Portfolio Management, Investment Banking, Mutual Funds, Series 63, Capital Markets, Private Equity, Financial Services, Valuation, Investment Advisory, Asset Allocation, Swaps, Financial Markets, Investments
Education
Fordham University 1996 — 2000
Master of Business Administration (MBA), Finace
Fordham University 1986 — 1990
Bachelor of Arts (BA), Economics
David Hannon's UBS Experience January 2004 - July 2008
Job Director Prime Services at Credit Suisse
Industry Banking
Experience
Credit Suisse December 2009 - Present
Riverdale Capital Trading July 2008 - October 2009
UBS January 2004 - July 2008
Skills
Financial Services, Derivatives, Investment Banking, Fixed Income, Equities, Prime Brokerage, Hedge Funds, Capital Markets, Securities Lending, Trading Systems, Middle Office, Bloomberg, Structured Products, Credit Derivatives
Education
Fordham Gabelli School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Credit Suisse December 2009 - Present
Riverdale Capital Trading July 2008 - October 2009
UBS January 2004 - July 2008
Skills
Financial Services, Derivatives, Investment Banking, Fixed Income, Equities, Prime Brokerage, Hedge Funds, Capital Markets, Securities Lending, Trading Systems, Middle Office, Bloomberg, Structured Products, Credit Derivatives
Education
Fordham Gabelli School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Elena Kim's UBS Experience 2009 - 2011
Job Doctoral Student in Counseling Psychology at Fordham University & Counselor at Redeemer Counseling Services
Industry Mental Health Care
Experience
Redeemer Counseling Services May 2012 - Present
UBS 2009 - 2011
Bank of America 2009 - 2009
Merrill Lynch 2007 - 2009
Deloitte 2004 - 2007
Skills
Strategy, Program Management, Management, Marketing Strategy, Nonprofits, Community Outreach, Public Speaking, Fundraising, Teaching, Program Development, Volunteer Management, Research, Psychology, Leadership Development, Strategic Planning, Grant Writing, Leadership, Event Planning, Management Consulting, Social Media
Education
Fordham University 2013 — 2018
Doctor of Philosophy (Ph.D.), Counseling Psychology
Teachers College of Columbia University 2011 — 2012
Masters of Arts, Clinical Psychology
University of Pennsylvania 2000 — 2003
Bachelors of Arts, Psychology
Wharton School of Business 2000 — 2003
Bachelors of Science, Economics
Redeemer Counseling Services May 2012 - Present
UBS 2009 - 2011
Bank of America 2009 - 2009
Merrill Lynch 2007 - 2009
Deloitte 2004 - 2007
Skills
Strategy, Program Management, Management, Marketing Strategy, Nonprofits, Community Outreach, Public Speaking, Fundraising, Teaching, Program Development, Volunteer Management, Research, Psychology, Leadership Development, Strategic Planning, Grant Writing, Leadership, Event Planning, Management Consulting, Social Media
Education
Fordham University 2013 — 2018
Doctor of Philosophy (Ph.D.), Counseling Psychology
Teachers College of Columbia University 2011 — 2012
Masters of Arts, Clinical Psychology
University of Pennsylvania 2000 — 2003
Bachelors of Arts, Psychology
Wharton School of Business 2000 — 2003
Bachelors of Science, Economics
Bradly Florio's UBS Experience September 2012 - April 2013
Job Incoming Securities Analyst at Goldman Sachs
Industry Financial Services
Experience
Gottesman Company January 2014 - September 2014
Molloy College September 2013 - May 2014
London School of Economics July 2013 - July 2013
JPMorgan Chase July 2013 - July 2013
UBS September 2012 - April 2013
Let's Order Now March 2012 - April 2013
Congressman Pete King September 2011 - September 2012
Skills
Microsoft Office, Financial Analysis, Finance, Financial Modeling, Time Management, PowerPoint, Outlook, Project Management, Sales, Microsoft Excel, Microsoft Word, Social Networking, Negotiation, Customer Service, Research, New Business Development, Strategic Planning, Start-ups, Entrepreneurship, Marketing, Management, Investments, Strategy, Budgets, Real Estate, Accounting, Business Strategy, SEO, Photoshop, English, Business Valuation, Social Media Marketing, Online Advertising, DCF Valuation, Windows, Teaching, HTML, Mac, Personal Financial..., Analysis, Mergers & Acquisitions, Social Media, Corporate Finance, Leadership, Crisis Management, Critical Thinking
Education
Fordham University 2014 — 2016
Bachelor of Science (BS), Finance
London School of Economics and Political Science 2013 — 2013
Business Analysis and Valuation, Distinction
Molloy College 2012 — 2014
Bachelor of Science (B.S.), Accounting, Finance/ Economics
Massapequa High School 2009 — 2012
Gottesman Company January 2014 - September 2014
Molloy College September 2013 - May 2014
London School of Economics July 2013 - July 2013
JPMorgan Chase July 2013 - July 2013
UBS September 2012 - April 2013
Let's Order Now March 2012 - April 2013
Congressman Pete King September 2011 - September 2012
Skills
Microsoft Office, Financial Analysis, Finance, Financial Modeling, Time Management, PowerPoint, Outlook, Project Management, Sales, Microsoft Excel, Microsoft Word, Social Networking, Negotiation, Customer Service, Research, New Business Development, Strategic Planning, Start-ups, Entrepreneurship, Marketing, Management, Investments, Strategy, Budgets, Real Estate, Accounting, Business Strategy, SEO, Photoshop, English, Business Valuation, Social Media Marketing, Online Advertising, DCF Valuation, Windows, Teaching, HTML, Mac, Personal Financial..., Analysis, Mergers & Acquisitions, Social Media, Corporate Finance, Leadership, Crisis Management, Critical Thinking
Education
Fordham University 2014 — 2016
Bachelor of Science (BS), Finance
London School of Economics and Political Science 2013 — 2013
Business Analysis and Valuation, Distinction
Molloy College 2012 — 2014
Bachelor of Science (B.S.), Accounting, Finance/ Economics
Massapequa High School 2009 — 2012
Chris pesce's UBS Experience
Job Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS
Skills
Series 7, Series 63, Investments, Asset Management, Mergers & Acquisitions, Management, Strategic Planning, Entrepreneurship, Program Management, Marketing Strategy, Business Strategy, Management Consulting
Education
Fordham University - Graduate School of Business Administration
UBS
Skills
Series 7, Series 63, Investments, Asset Management, Mergers & Acquisitions, Management, Strategic Planning, Entrepreneurship, Program Management, Marketing Strategy, Business Strategy, Management Consulting
Education
Fordham University - Graduate School of Business Administration
Chelsea Carges's UBS Experience January 2009 - May 2009
Job Finanical Analyst at Fortress Investment Group
Industry Accounting
Experience
Fortress Investment Group June 2012 - Present
Fortress Investment Group January 2012 - June 2012
Fortress Investment Group January 2012 - January 2012
Fortress Investment Group September 2011 - December 2011
Fortress Investment Group June 2011 - August 2011
UBS January 2009 - May 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Accounting, Financial Reporting, Finance, Financial Accounting
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
Master of Science (MS), Accounting
Fordham University 2008 — 2012
BS, Public Accountancy
Fortress Investment Group June 2012 - Present
Fortress Investment Group January 2012 - June 2012
Fortress Investment Group January 2012 - January 2012
Fortress Investment Group September 2011 - December 2011
Fortress Investment Group June 2011 - August 2011
UBS January 2009 - May 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Accounting, Financial Reporting, Finance, Financial Accounting
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
Master of Science (MS), Accounting
Fordham University 2008 — 2012
BS, Public Accountancy
Brett Heyder's UBS Experience September 2011 - November 2012
Job Banking at JPMorgan Chase
Industry Financial Services
Christian Aristy's UBS Experience January 2010 - August 2010
Job Broking Intern at ICAP
Industry Financial Services
Experience
ICAP June 2011 - August 2011
UBS January 2010 - August 2010
Education
Fordham University 2008 — 2012
B.S. in Finance, Minor in Economics
ICAP June 2011 - August 2011
UBS January 2010 - August 2010
Education
Fordham University 2008 — 2012
B.S. in Finance, Minor in Economics
Karen Padawer's UBS Experience 2005 - 2007
Job PMO IT Governance and Change Management
Industry Information Technology and Services
Experience
Bridgewater Associates 2013 - 2014
Morgan Stanley 2012 - 2013
Credit Suisse 2012 - 2012
North Shore-LIJ Health System July 2010 - November 2011
Nielsen 2008 - 2010
Bear Stearns Investment Bank 2007 - 2007
UBS 2005 - 2007
American Express 2005 - 2005
Chase 1997 - 2004
Chase Bank 2000 - 2001
Skills
Vendor Management, PMO, SDLC, Business Process..., Program Management, Management, Product Management, Strategy, Leadership, Team Building, Training, Software Documentation, Process Improvement, Project Management, Cross-functional Team..., Visio, Strategic Planning, Business Process, Project Planning, Microsoft Office, Six Sigma, Change Management, Access, Quality Assurance, Team Leadership, Team Management, Healthcare Information..., SharePoint, Software Project..., MS Project, Software Quality..., Quality Management, Product Development, Process Engineering, CMMI
Education
Fordham University
MBA, Marketing
SUNY Albany
Bachelor of Science (BS), Business Administration and Management, General
Bridgewater Associates 2013 - 2014
Morgan Stanley 2012 - 2013
Credit Suisse 2012 - 2012
North Shore-LIJ Health System July 2010 - November 2011
Nielsen 2008 - 2010
Bear Stearns Investment Bank 2007 - 2007
UBS 2005 - 2007
American Express 2005 - 2005
Chase 1997 - 2004
Chase Bank 2000 - 2001
Skills
Vendor Management, PMO, SDLC, Business Process..., Program Management, Management, Product Management, Strategy, Leadership, Team Building, Training, Software Documentation, Process Improvement, Project Management, Cross-functional Team..., Visio, Strategic Planning, Business Process, Project Planning, Microsoft Office, Six Sigma, Change Management, Access, Quality Assurance, Team Leadership, Team Management, Healthcare Information..., SharePoint, Software Project..., MS Project, Software Quality..., Quality Management, Product Development, Process Engineering, CMMI
Education
Fordham University
MBA, Marketing
SUNY Albany
Bachelor of Science (BS), Business Administration and Management, General
Catherine Newcomb's UBS Experience June 2006 - June 2008
Job Managing Director, Operations Division at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2008 - Present
UBS FINANCIAL SERVICES INC July 2008 - Present
UBS June 2006 - June 2008
UBS January 2005 - May 2006
PW Trust Company July 2000 - December 2004
PW TRUST COMPANY July 1998 - June 2000
PW TRUST COMPANY January 1995 - June 1998
RETAIL BANKING May 1992 - December 1994
PAINEWEBBER INC August 1990 - April 1992
PAINEWEBBER INC May 1987 - July 1990
Skills
Operations Management, Risk Management, Financial Accounting, Strategic Planning, Project Management, Retirement Products, Mutual Funds
Education
Fordham University
Master of Business Administration (MBA), Finance, General
Fordham University, Graduate School of Business
Master of Business Administration, Finance
University of Delaware
Bachelor of Applied Science (BASc), Business/Finance
University of Delaware
Bachelor of Science, Finance
UBS Wealth Management July 2008 - Present
UBS FINANCIAL SERVICES INC July 2008 - Present
UBS June 2006 - June 2008
UBS January 2005 - May 2006
PW Trust Company July 2000 - December 2004
PW TRUST COMPANY July 1998 - June 2000
PW TRUST COMPANY January 1995 - June 1998
RETAIL BANKING May 1992 - December 1994
PAINEWEBBER INC August 1990 - April 1992
PAINEWEBBER INC May 1987 - July 1990
Skills
Operations Management, Risk Management, Financial Accounting, Strategic Planning, Project Management, Retirement Products, Mutual Funds
Education
Fordham University
Master of Business Administration (MBA), Finance, General
Fordham University, Graduate School of Business
Master of Business Administration, Finance
University of Delaware
Bachelor of Applied Science (BASc), Business/Finance
University of Delaware
Bachelor of Science, Finance
Chris Finley's UBS Experience January 2015 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
UBS February 2010 - January 2015
CIBC World Markets 2005 - 2009
RBC Capital Markets 2004 - 2005
Citi 2000 - 2004
Cendant Mortgage 1998 - 2000
Education
Fordham University
Master of Arts (M.A.), Economics
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Accounting and Finance
Hamilton College
Bachelor of Arts (B.A.), Psychology
UBS January 2015 - Present
UBS February 2010 - January 2015
CIBC World Markets 2005 - 2009
RBC Capital Markets 2004 - 2005
Citi 2000 - 2004
Cendant Mortgage 1998 - 2000
Education
Fordham University
Master of Arts (M.A.), Economics
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Accounting and Finance
Hamilton College
Bachelor of Arts (B.A.), Psychology
susan faber's UBS Experience 1992 - 2003
Job
Industry Accounting
Experience
Skinnon & Faber CPAs 2011 - Present
UBS 1992 - 2003
KPMG US 1988 - 1992
Skills
Management, Strategic Planning, Team Building
Education
Fordham University - Graduate School of Business Administration
Finance
Hofstra University
Bachelor of Business Administration (BBA)
Skinnon & Faber CPAs 2011 - Present
UBS 1992 - 2003
KPMG US 1988 - 1992
Skills
Management, Strategic Planning, Team Building
Education
Fordham University - Graduate School of Business Administration
Finance
Hofstra University
Bachelor of Business Administration (BBA)
Matt DesRoches's UBS Experience January 2011 - May 2011
Job Assistant Vice President at Swiss Re
Industry Insurance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.