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
Tim Yun Tim Yun's UBS Experience October 2015 - Present
Job Finance Intern at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS October 2015 - Present
Uptown Apparel Inc. May 2015 - Present
KLK Capital Management June 2015 - August 2015
Uptown Apparel Inc June 2014 - May 2015
Weisman Art Museum April 2013 - May 2014
Skills
Social Media, PowerPoint, Customer Service, Event Planning, Microsoft Word, Microsoft Office, Social Networking, Photoshop, Microsoft Excel, Research, Marketing, Leadership, Social Media Marketing
Education
University of Southern California 2014 — 2016
Bachelor's Degree, Business Administration and Management, General, GPA- 3.75; [Major] GPA- 3.9
Fudan University 2013 — 2014
Business and Mandarin, GPA- 3.75
Pepperdine University 2010 — 2014
Bachelor's Degree, Business Administration, GPA- 3.66
Ayala High School 2008 — 2012
High School, GPA- 3.85
UBS October 2015 - Present
Uptown Apparel Inc. May 2015 - Present
KLK Capital Management June 2015 - August 2015
Uptown Apparel Inc June 2014 - May 2015
Weisman Art Museum April 2013 - May 2014
Skills
Social Media, PowerPoint, Customer Service, Event Planning, Microsoft Word, Microsoft Office, Social Networking, Photoshop, Microsoft Excel, Research, Marketing, Leadership, Social Media Marketing
Education
University of Southern California 2014 — 2016
Bachelor's Degree, Business Administration and Management, General, GPA- 3.75; [Major] GPA- 3.9
Fudan University 2013 — 2014
Business and Mandarin, GPA- 3.75
Pepperdine University 2010 — 2014
Bachelor's Degree, Business Administration, GPA- 3.66
Ayala High School 2008 — 2012
High School, GPA- 3.85
Yanilda Martinez Yanilda Martinez's UBS Experience September 2010 - January 2011
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2011 - Present
Fray Tax and Business Services October 2010 - October 2011
UBS September 2010 - January 2011
Fordham University May 2009 - July 2010
Skills
Fixed Annuities, Microsoft Excel, Account Management, PowerPoint, Finance, Microsoft Office, Cold Calling, Alternative Investments, Outlook, Tax, Life Insurance, Spanish, Microsoft Word, Financial Services, Financial Analysis, Wealth Management, Analysis, Project Management
Education
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Morgan Stanley Wealth Management May 2011 - Present
Fray Tax and Business Services October 2010 - October 2011
UBS September 2010 - January 2011
Fordham University May 2009 - July 2010
Skills
Fixed Annuities, Microsoft Excel, Account Management, PowerPoint, Finance, Microsoft Office, Cold Calling, Alternative Investments, Outlook, Tax, Life Insurance, Spanish, Microsoft Word, Financial Services, Financial Analysis, Wealth Management, Analysis, Project Management
Education
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Nell Yijun Shen Nell Yijun Shen's UBS Experience 2013 - Present
Job
Industry Financial Services
Experience
UBS 2013 - Present
KCG Holdings, Inc. June 2012 - December 2013
US Securities and Exchange Commission January 2012 - May 2012
Education
New York University 2010 — 2012
M.A.
Fudan University 2006 — 2010
B.A.
UBS 2013 - Present
KCG Holdings, Inc. June 2012 - December 2013
US Securities and Exchange Commission January 2012 - May 2012
Education
New York University 2010 — 2012
M.A.
Fudan University 2006 — 2010
B.A.
Lindsay Hammond's UBS Experience June 2011 - September 2011
Job Litigation Paralegal at Bird, Marella, Boxer, Wolpert, Nessim, Drooks, Lincenberg, & Rhow P.C
Industry Legal Services
Experience
Bird Marella Boxer Wolpert Nessim Drooks & Lincenberg, P.C. April 2013 - Present
The Cardot's November 2011 - January 2013
Amy Wilson August 2011 - December 2012
UBS June 2011 - September 2011
Morgan, Lewis & Bockius LLP June 2009 - September 2009
Skills
Mandarin, Problem Solving, Microsoft Excel, Chinese politics, Microsoft Office, Corporate Communications, Leadership, Public Diplomacy, Social Media, Event Planning, Training, Spanish, Research, Litigation, Administrative..., Social Networking
Education
Fudan University 2012 — 2012
Semester Abroad Program, Sino-US Relations
UCSB 2008 — 2012
Bachelor of Arts (BA), Global Studies
Liberty Union High School 2004 — 2008
High School Diploma, General Education
Bird Marella Boxer Wolpert Nessim Drooks & Lincenberg, P.C. April 2013 - Present
The Cardot's November 2011 - January 2013
Amy Wilson August 2011 - December 2012
UBS June 2011 - September 2011
Morgan, Lewis & Bockius LLP June 2009 - September 2009
Skills
Mandarin, Problem Solving, Microsoft Excel, Chinese politics, Microsoft Office, Corporate Communications, Leadership, Public Diplomacy, Social Media, Event Planning, Training, Spanish, Research, Litigation, Administrative..., Social Networking
Education
Fudan University 2012 — 2012
Semester Abroad Program, Sino-US Relations
UCSB 2008 — 2012
Bachelor of Arts (BA), Global Studies
Liberty Union High School 2004 — 2008
High School Diploma, General Education
Ted Chartier, CFP® Ted Chartier, CFP®'s UBS Experience November 2002 - Present
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS November 2002 - Present
Education
University of Missouri-Kansas City 2004 — 2004
Financial Planning Certificate
Friends University 1998 — 2001
B.S. Business Administration
UBS November 2002 - Present
Education
University of Missouri-Kansas City 2004 — 2004
Financial Planning Certificate
Friends University 1998 — 2001
B.S. Business Administration
Rhonda Vickery's UBS Experience September 2001 - May 2009
Job Office Administrator at FOCUS Wealth Advisors, LLC
Industry Financial Services
Experience
FOCUS Wealth Advisors, LLC January 2014 - Present
MassMutual Financial Group May 2010 - December 2013
YMCA September 2009 - May 2010
UBS September 2001 - May 2009
Morgan Stanley Smith Barney March 2000 - September 2001
UBS November 1997 - December 1999
Lutheran Social Services September 1996 - November 1997
Senator John McCain August 1996 - May 1997
Gruntal & Co. May 1995 - June 1996
Skills
Investments, Insurance, Portfolio Management, Licensed to Sell..., Financial Analysis, Brokerage, Outlook, Microsoft Excel, Marketing, PowerPoint, Access, Microsoft Word, Microsoft Office, Marketing Strategy, Management, Finance, Life Insurance
Education
Framingham State College
FOCUS Wealth Advisors, LLC January 2014 - Present
MassMutual Financial Group May 2010 - December 2013
YMCA September 2009 - May 2010
UBS September 2001 - May 2009
Morgan Stanley Smith Barney March 2000 - September 2001
UBS November 1997 - December 1999
Lutheran Social Services September 1996 - November 1997
Senator John McCain August 1996 - May 1997
Gruntal & Co. May 1995 - June 1996
Skills
Investments, Insurance, Portfolio Management, Licensed to Sell..., Financial Analysis, Brokerage, Outlook, Microsoft Excel, Marketing, PowerPoint, Access, Microsoft Word, Microsoft Office, Marketing Strategy, Management, Finance, Life Insurance
Education
Framingham State College
Nitesh Singh Nitesh Singh's UBS Experience January 2015 - Present
Job Trade Surveillance Analyst at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
Deloitte December 2012 - December 2014
BNP Paribas July 2012 - September 2012
Mill Rock Investment Advisors June 2011 - August 2011
UBS Financial Services Inc. September 2009 - December 2009
Skills
Investments, VBA, Macro, Hedge Funds, Derivatives, Trading, Pivot Tables, Securities, Analysis, V Lookups, Credit Risk, SQL Server Management..., Microsoft SQL Server, Mergers & Acquisitions, Banking, Due Diligence, Credit, Portfolio Management, SQL, Microsoft Excel, Finance, Compliance, Visual Studio, C#, Agile Project Management, Documentation, Access, Databases, Options
Education
Fordham University
Bachelor's Degree, Finance
UBS January 2015 - Present
Deloitte December 2012 - December 2014
BNP Paribas July 2012 - September 2012
Mill Rock Investment Advisors June 2011 - August 2011
UBS Financial Services Inc. September 2009 - December 2009
Skills
Investments, VBA, Macro, Hedge Funds, Derivatives, Trading, Pivot Tables, Securities, Analysis, V Lookups, Credit Risk, SQL Server Management..., Microsoft SQL Server, Mergers & Acquisitions, Banking, Due Diligence, Credit, Portfolio Management, SQL, Microsoft Excel, Finance, Compliance, Visual Studio, C#, Agile Project Management, Documentation, Access, Databases, Options
Education
Fordham University
Bachelor's Degree, Finance
Tyler Laurinaitis Tyler Laurinaitis's UBS Experience October 2013 - January 2015
Job Summer Scholar at Deloitte
Industry Financial Services
Experience
Deloitte June 2015 - August 2015
Deloitte February 2015 - May 2015
UBS October 2013 - January 2015
Choice Cabinet September 2012 - August 2013
Choice Cabinet May 2011 - August 2012
Education
Fordham University 2014 — 2015
Bachelor's degree, Economics
Shanghai University 2012 — 2013
International Business/Trade/Commerce
Deloitte June 2015 - August 2015
Deloitte February 2015 - May 2015
UBS October 2013 - January 2015
Choice Cabinet September 2012 - August 2013
Choice Cabinet May 2011 - August 2012
Education
Fordham University 2014 — 2015
Bachelor's degree, Economics
Shanghai University 2012 — 2013
International Business/Trade/Commerce
Michael Ritacco, CRPC's UBS Experience October 2012 - Present
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS October 2012 - Present
Merrill Lynch 2000 - 2012
Skills
Wealth Management
Education
Franklin & Marshall College 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Toms River High School North
UBS October 2012 - Present
Merrill Lynch 2000 - 2012
Skills
Wealth Management
Education
Franklin & Marshall College 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Toms River High School North
Cynthia Kang's UBS Experience September 2011 - November 2011
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2014 - Present
Perella Weinberg Partners June 2013 - August 2013
Spotify April 2013 - June 2013
Hub Bay Area September 2012 - December 2012
KKR May 2012 - August 2012
Cisco Systems January 2012 - May 2012
UBS September 2011 - November 2011
The Daily Californian June 2009 - September 2011
ShopSquad, Inc. June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Mandarin, Microsoft Word, Data Analysis, Photoshop, Market Research, Financial Modeling, HTML, Social Media Marketing, Spanish, Competitive Analysis, Journalism, InDesign, Social Media, Research, Adobe Creative Suite, Strategy, Social Networking
Education
Freie Universität Berlin 2014 — 2014
University of California, Berkeley 2010 — 2014
Bachelor's Degree
Perella Weinberg Partners July 2014 - Present
Perella Weinberg Partners June 2013 - August 2013
Spotify April 2013 - June 2013
Hub Bay Area September 2012 - December 2012
KKR May 2012 - August 2012
Cisco Systems January 2012 - May 2012
UBS September 2011 - November 2011
The Daily Californian June 2009 - September 2011
ShopSquad, Inc. June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Mandarin, Microsoft Word, Data Analysis, Photoshop, Market Research, Financial Modeling, HTML, Social Media Marketing, Spanish, Competitive Analysis, Journalism, InDesign, Social Media, Research, Adobe Creative Suite, Strategy, Social Networking
Education
Freie Universität Berlin 2014 — 2014
University of California, Berkeley 2010 — 2014
Bachelor's Degree
Luciana Pavan's UBS Experience January 2012 - October 2014
Job Account Manager at UBS
Industry Financial Services
Experience
UBS January 2012 - October 2014
Idom Consultoria Ltda March 2007 - December 2011
Projectus Consultoria Ltda. March 2011 - November 2011
Diagonal Urbana Consultoria March 2004 - March 2007
PricecewaterhouseCoopers July 2001 - March 2003
Union Carbide September 1999 - June 2000
Skills
Budgets, Accounting, Auditing, Finance, Internal Controls, Tax, Financial Analysis, Financial Reporting, Business Planning, Strategic Planning, Fund Accounting, Fund Of Funds, Hedge Funds, Analysis, Management, Forecasting, Cash Flow, Internal Audit, Business Strategy
Education
University of Toronto 2012 — 2012
School of Continuing Studies, Accounting
Universidade de São Paulo 2003 — 2004
MBA, MBA Controller Fipecafi
Universidade Paulista 2001 — 2002
Bachelor, Accounting
Fundação Armando Álvares Penteado 1998 — 2001
Bacharel, Business Administration
UBS January 2012 - October 2014
Idom Consultoria Ltda March 2007 - December 2011
Projectus Consultoria Ltda. March 2011 - November 2011
Diagonal Urbana Consultoria March 2004 - March 2007
PricecewaterhouseCoopers July 2001 - March 2003
Union Carbide September 1999 - June 2000
Skills
Budgets, Accounting, Auditing, Finance, Internal Controls, Tax, Financial Analysis, Financial Reporting, Business Planning, Strategic Planning, Fund Accounting, Fund Of Funds, Hedge Funds, Analysis, Management, Forecasting, Cash Flow, Internal Audit, Business Strategy
Education
University of Toronto 2012 — 2012
School of Continuing Studies, Accounting
Universidade de São Paulo 2003 — 2004
MBA, MBA Controller Fipecafi
Universidade Paulista 2001 — 2002
Bachelor, Accounting
Fundação Armando Álvares Penteado 1998 — 2001
Bacharel, Business Administration
Sylvia Szabo-Larson, CFP® ADPA® Sylvia Szabo-Larson, CFP® ADPA®'s UBS Experience July 2000 - February 2008
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
SZABO-LARSON WEALTH MANAGEMENT GROUP of Wells Fargo Advisors, LLC February 2008 - Present
UBS July 2000 - February 2008
Merrill Lynch November 1995 - July 2000
First Team Real Estate July 1984 - November 1995
Skills
529 Plans, Business Services, Stock Option, Investment Planning,, IRA, Long-term Care &..., Retirement Planning, Estate Investment...
Education
Fuller Theological Seminary
Master of Arts (M.A.), Theology/Theological Studies
University of Michigan
Bachelor of Business Administration (B.B.A.), Marketing
Universite Libre de Bruxelles 1976 — 1978
Ecole-Solvay, Engineering
SZABO-LARSON WEALTH MANAGEMENT GROUP of Wells Fargo Advisors, LLC February 2008 - Present
UBS July 2000 - February 2008
Merrill Lynch November 1995 - July 2000
First Team Real Estate July 1984 - November 1995
Skills
529 Plans, Business Services, Stock Option, Investment Planning,, IRA, Long-term Care &..., Retirement Planning, Estate Investment...
Education
Fuller Theological Seminary
Master of Arts (M.A.), Theology/Theological Studies
University of Michigan
Bachelor of Business Administration (B.B.A.), Marketing
Universite Libre de Bruxelles 1976 — 1978
Ecole-Solvay, Engineering
Patrick Kearney's UBS Experience January 2012 - May 2012
Job PM at Advantus Global Inc
Industry Financial Services
Experience
Advantus Global Inc August 2014 - Present
Variation Music Group April 2014 - Present
Merrill Lynch September 2012 - September 2013
Private Capital Group LLC May 2012 - August 2012
UBS January 2012 - May 2012
Education
Fordham University 2010 — 2014
Bachelor of Science in Accounting (BSA), Accounting, Alum
Northwest Catholic High School 2006 — 2010
High School
Advantus Global Inc August 2014 - Present
Variation Music Group April 2014 - Present
Merrill Lynch September 2012 - September 2013
Private Capital Group LLC May 2012 - August 2012
UBS January 2012 - May 2012
Education
Fordham University 2010 — 2014
Bachelor of Science in Accounting (BSA), Accounting, Alum
Northwest Catholic High School 2006 — 2010
High School
Dan Dugger Dan Dugger's UBS Experience October 2014 - Present
Job Technology Recruitiment Lead at UBS
Industry Staffing and Recruiting
Experience
UBS October 2014 - Present
The AffinITus Group September 2011 - Present
Synergy Systems LLC September 2008 - September 2011
Compuware September 2007 - September 2008
Compuware January 2002 - September 2007
Robert Half 1999 - 2002
SCB 1997 - 1999
Teksystems 1995 - 1997
Skills
Technical Recruiting, Talent Acquisition, Recruiting, Applicant Tracking..., Sourcing, Business, Business Intelligence, B2B, Executive Search, Contract Recruitment, Internet Recruiting, Database Administration, Vendor Management, HIPAA, Account Management, Scrum, SDLC, Interviews, Consulting, Screening Resumes, Temporary Placement, Networking, Training, IT Management, Cold Calling, Leadership, Information Technology, Staffing Services, Building Relationships, CRM, Staff Augmentation, Resume Writing, Professional Services, Hiring, Benefits Negotiation, College Recruiting, Management, Permanent Placement, Human Resources, Search, Kung Fu, Screening, Onboarding, Industrial Sector, Temporary Staffing, .NET, Business Networking, Resource Management, SharePoint, Talent Management
Education
Freed-Hardeman University
Goodpasture
UBS October 2014 - Present
The AffinITus Group September 2011 - Present
Synergy Systems LLC September 2008 - September 2011
Compuware September 2007 - September 2008
Compuware January 2002 - September 2007
Robert Half 1999 - 2002
SCB 1997 - 1999
Teksystems 1995 - 1997
Skills
Technical Recruiting, Talent Acquisition, Recruiting, Applicant Tracking..., Sourcing, Business, Business Intelligence, B2B, Executive Search, Contract Recruitment, Internet Recruiting, Database Administration, Vendor Management, HIPAA, Account Management, Scrum, SDLC, Interviews, Consulting, Screening Resumes, Temporary Placement, Networking, Training, IT Management, Cold Calling, Leadership, Information Technology, Staffing Services, Building Relationships, CRM, Staff Augmentation, Resume Writing, Professional Services, Hiring, Benefits Negotiation, College Recruiting, Management, Permanent Placement, Human Resources, Search, Kung Fu, Screening, Onboarding, Industrial Sector, Temporary Staffing, .NET, Business Networking, Resource Management, SharePoint, Talent Management
Education
Freed-Hardeman University
Goodpasture
Lauren Femia Lauren Femia's UBS Experience June 2013 - August 2013
Job Consultant | Deloitte Advisory
Industry Financial Services
Experience
Deloitte September 2014 - Present
UBS June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Warner Music Group January 2012 - May 2012
Dial Global June 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Research, Microsoft Word, PowerPoint, Social Networking, Customer Service, Event Planning, Analysis, Facebook, Public Speaking, Financial Analysis, Social Media, Teamwork
Education
Fordham University 2010 — 2014
Bachelor of Science, Applied Accounting and Finance
University College Dublin 2013 — 2013
Business/Commerce, General
Deloitte September 2014 - Present
UBS June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Warner Music Group January 2012 - May 2012
Dial Global June 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Research, Microsoft Word, PowerPoint, Social Networking, Customer Service, Event Planning, Analysis, Facebook, Public Speaking, Financial Analysis, Social Media, Teamwork
Education
Fordham University 2010 — 2014
Bachelor of Science, Applied Accounting and Finance
University College Dublin 2013 — 2013
Business/Commerce, General
John Shkreli John Shkreli's UBS Experience May 2012 - January 2013
Job US Credit Sales at Société Générale
Industry Investment Banking
Experience
Société Générale May 2015 - Present
MMA Global Advisors January 2015 - May 2015
Michael Page June 2014 - August 2014
UBS May 2012 - January 2013
MDIC Investment Company June 2011 - August 2011
Education
Fordham University
Economics
Société Générale May 2015 - Present
MMA Global Advisors January 2015 - May 2015
Michael Page June 2014 - August 2014
UBS May 2012 - January 2013
MDIC Investment Company June 2011 - August 2011
Education
Fordham University
Economics
Brandon Beckford's UBS Experience March 2014 - Present
Job Electronic Communications Compliance Analyst at UBS
Industry Financial Services
Experience
UBS March 2014 - Present
Global Arena Capital Corp. October 2013 - December 2013
Teaneck Recreation Dept. June 2009 - August 2013
Franklin & Marshall College 2009 - 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Analysis, Customer Service, Bookkeeping, Human Resources, Coaching
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Economics
UBS March 2014 - Present
Global Arena Capital Corp. October 2013 - December 2013
Teaneck Recreation Dept. June 2009 - August 2013
Franklin & Marshall College 2009 - 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Analysis, Customer Service, Bookkeeping, Human Resources, Coaching
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Anthony L. Ferrara Anthony L. Ferrara's UBS Experience February 2013 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS February 2013 - Present
Morgan Stanley Private Bank, N.A. January 2011 - January 2013
Morgan Stanley Trust, N.A. September 2009 - December 2010
Morgan Stanley Trust, N.A. January 2008 - August 2009
Morgan Stanley Trust June 2004 - December 2007
Skills
Series 7, Series 66, Uniform Combined State..., Equities, High Net Worth..., Mutual Funds, Fixed Income, Trust Services, Wealth Management, Asset Management, Investments, Portfolio Management, Estate Planning, Financial Services, Investment Advisory, Wealth Management..., Strategic Financial..., Series 63, Financial Advisory, Securities, Risk Management, Banking, Private Banking, Investment Management, Retirement Planning, Bonds, Bloomberg, FINRA, Asset Allocation, Alternative Investments, Investment Strategies, Wealth, Retirement, Capital Markets, ETFs, Private Equity, Series 24, Series 65, AML, Financial Planning
Education
Frostburg State University 1993 — 1995
Bachelor of Science (BS), Finance and Financial Management Services
Orange County Community College 1990 — 1992
Finance, General
Middletown High School 1985 — 1988
UBS February 2013 - Present
Morgan Stanley Private Bank, N.A. January 2011 - January 2013
Morgan Stanley Trust, N.A. September 2009 - December 2010
Morgan Stanley Trust, N.A. January 2008 - August 2009
Morgan Stanley Trust June 2004 - December 2007
Skills
Series 7, Series 66, Uniform Combined State..., Equities, High Net Worth..., Mutual Funds, Fixed Income, Trust Services, Wealth Management, Asset Management, Investments, Portfolio Management, Estate Planning, Financial Services, Investment Advisory, Wealth Management..., Strategic Financial..., Series 63, Financial Advisory, Securities, Risk Management, Banking, Private Banking, Investment Management, Retirement Planning, Bonds, Bloomberg, FINRA, Asset Allocation, Alternative Investments, Investment Strategies, Wealth, Retirement, Capital Markets, ETFs, Private Equity, Series 24, Series 65, AML, Financial Planning
Education
Frostburg State University 1993 — 1995
Bachelor of Science (BS), Finance and Financial Management Services
Orange County Community College 1990 — 1992
Finance, General
Middletown High School 1985 — 1988
Leonard Corallo Leonard Corallo's UBS Experience August 2013 — Present
Job The Ellentuck Wealth Management Group at UBS
Industry Finance
Experience
UBS August 2013 — Present
Brown Brothers Harriman April 2013 — August 2013
Oppenheimer & Co. September 2011 — January 2012
Oppenheimer & Co. January 2011 — May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Financial Modeling, Financial Analysis, Research, Public Speaking, Editing
Education
Fordham University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business - Finance/Management
UBS August 2013 — Present
Brown Brothers Harriman April 2013 — August 2013
Oppenheimer & Co. September 2011 — January 2012
Oppenheimer & Co. January 2011 — May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Financial Modeling, Financial Analysis, Research, Public Speaking, Editing
Education
Fordham University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business - Finance/Management
Hector Becil's UBS Experience January 1997 - March 2008
Job Head, Legal & Compliance, U.S. at Bank of Nova Scotia
Industry Financial Services
Experience
Bank of Nova Scotia March 2008 - Present
UBS January 1997 - March 2008
Seward & Kissel LLP September 1992 - January 1997
Skills
Banking, Compliance, Securities, Investments, AML, Hedge Funds, Financial Risk, Capital Markets, Equities, Due Diligence, Financial Regulation, Corporate Governance, Mutual Funds, Financial Services, Asset Managment, Securities Regulation, Fixed Income, KYC, Derivatives, Mergers & Acquisitions, Litigation, Asset Management, Risk Management, Investment Management, Corporate Law, Corporate Finance
Education
Fordham University School of Law 1989 — 1992
JD, Law
New York University 1980 — 1985
BA, MBA, Economics, Finance
Bank of Nova Scotia March 2008 - Present
UBS January 1997 - March 2008
Seward & Kissel LLP September 1992 - January 1997
Skills
Banking, Compliance, Securities, Investments, AML, Hedge Funds, Financial Risk, Capital Markets, Equities, Due Diligence, Financial Regulation, Corporate Governance, Mutual Funds, Financial Services, Asset Managment, Securities Regulation, Fixed Income, KYC, Derivatives, Mergers & Acquisitions, Litigation, Asset Management, Risk Management, Investment Management, Corporate Law, Corporate Finance
Education
Fordham University School of Law 1989 — 1992
JD, Law
New York University 1980 — 1985
BA, MBA, Economics, Finance
Jeffrey Kuan's UBS Experience February 2012 - May 2012
Job Associate, ParthenonEY
Industry Management Consulting
Experience
Parthenon-EY September 2014 - Present
Parthenon-EY June 2013 - August 2013
Takenaka Partners LLC August 2012 - December 2012
J.P. Morgan May 2012 - August 2012
UBS February 2012 - May 2012
Xpert Financial June 2011 - August 2011
Skills
Financial Modeling, Valuation, Data Analysis, PowerPoint, Business Strategy, Microsoft Excel, Economics, Corporate Finance
Education
University of Southern California 2010 — 2014
Undergraduate, Natural Sciences, Business Administration, Economics
Fudan University 2014 — 2014
London School of Economics and Political Science
General Course
Menlo School 2006 — 2010
Parthenon-EY September 2014 - Present
Parthenon-EY June 2013 - August 2013
Takenaka Partners LLC August 2012 - December 2012
J.P. Morgan May 2012 - August 2012
UBS February 2012 - May 2012
Xpert Financial June 2011 - August 2011
Skills
Financial Modeling, Valuation, Data Analysis, PowerPoint, Business Strategy, Microsoft Excel, Economics, Corporate Finance
Education
University of Southern California 2010 — 2014
Undergraduate, Natural Sciences, Business Administration, Economics
Fudan University 2014 — 2014
London School of Economics and Political Science
General Course
Menlo School 2006 — 2010
Tian Zeng Tian Zeng's UBS Experience June 2014 - August 2014
Job Financial Analyst
Industry Financial Services
Experience
J.P. Morgan September 2015 - Present
Morgan Stanley May 2015 - August 2015
Barneys New York September 2014 - December 2014
UBS June 2014 - August 2014
China national tobacco corporation March 2011 - June 2012
Skills
Customer Service, Account Management, Financial Analysis, Cubes, SharePoint, Adhoc, MS Excel Pivot Tables, Vlookup, PowerPoint
Education
Fordham University 2013 — 2015
Master of Business Administration (M.B.A.), Accounting, 3.68
J.P. Morgan September 2015 - Present
Morgan Stanley May 2015 - August 2015
Barneys New York September 2014 - December 2014
UBS June 2014 - August 2014
China national tobacco corporation March 2011 - June 2012
Skills
Customer Service, Account Management, Financial Analysis, Cubes, SharePoint, Adhoc, MS Excel Pivot Tables, Vlookup, PowerPoint
Education
Fordham University 2013 — 2015
Master of Business Administration (M.B.A.), Accounting, 3.68
Karishma Kapoor's UBS Experience October 2012 - May 2013
Job Intern Consumer and Community Banking Treasury Capital and Liquidity Team
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Flash Magazine January 2013 - Present
JPMorgan Chase June 2014 - August 2014
Investment and Security Analysis August 2013 - December 2013
Counterpointe LLC May 2013 - May 2013
Financial Management January 2013 - May 2013
UBS October 2012 - May 2013
Gabelli School of Business - Dean's Council September 2012 - May 2013
Skills
Bloomberg Terminal, Financial Analysis, Bloomberg, Financial Modeling, Capital Markets, Corporate Finance, Finance, Microsoft Excel, PowerPoint, Financial Reporting, Microsoft Office, Financial Accounting, Fundamental Analysis, Microsoft Word, Analysis, Valuation, Portfolio Management, Investments, Business Strategy
Education
Fordham University 2011 — 2015
Bachelor's degree, Finance
Turner Fenton Secondary School 2007 — 2011
IB Certificate
J.P. Morgan September 2014 - Present
Flash Magazine January 2013 - Present
JPMorgan Chase June 2014 - August 2014
Investment and Security Analysis August 2013 - December 2013
Counterpointe LLC May 2013 - May 2013
Financial Management January 2013 - May 2013
UBS October 2012 - May 2013
Gabelli School of Business - Dean's Council September 2012 - May 2013
Skills
Bloomberg Terminal, Financial Analysis, Bloomberg, Financial Modeling, Capital Markets, Corporate Finance, Finance, Microsoft Excel, PowerPoint, Financial Reporting, Microsoft Office, Financial Accounting, Fundamental Analysis, Microsoft Word, Analysis, Valuation, Portfolio Management, Investments, Business Strategy
Education
Fordham University 2011 — 2015
Bachelor's degree, Finance
Turner Fenton Secondary School 2007 — 2011
IB Certificate
Yunxuan Lu's UBS Experience June 2011 - December 2011
Job Transition & Transformation Analyst at Avaloq
Industry Financial Services
Experience
Avaloq Sourcing Asia Pacific September 2014 - Present
Citi September 2013 - June 2014
Industrial Securities CO., LTD July 2012 - August 2012
Standard Chartered Bank December 2011 - January 2012
UBS June 2011 - December 2011
Skills
Financial Modeling, Bloomberg Terminal, Morningstar, Finance, Bloomberg, Essbase, Pearl, Business Objects
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.) Honor, Public Accounting Major, Finance and Economics Minor, Major GPA:3.9
Avaloq Sourcing Asia Pacific September 2014 - Present
Citi September 2013 - June 2014
Industrial Securities CO., LTD July 2012 - August 2012
Standard Chartered Bank December 2011 - January 2012
UBS June 2011 - December 2011
Skills
Financial Modeling, Bloomberg Terminal, Morningstar, Finance, Bloomberg, Essbase, Pearl, Business Objects
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.) Honor, Public Accounting Major, Finance and Economics Minor, Major GPA:3.9
Karl Otterbein Karl Otterbein's UBS Experience August 2000 - December 2003
Job Enterprise Systems Management Engineer at International Securities Exchange, LLC
Industry Capital Markets
Experience
International Securities Exchange (ISE) July 2005 - Present
Seamless Technologies May 2004 - July 2005
Xpedite December 2003 - May 2004
UBS August 2000 - December 2003
Skills
Software Project..., Data Center, ITIL, Market Data, Nagios, Nagios XI, Puppet, GitHub, HP Openview, HP Network Node Manager, UC4, MagniFIX, Electronic Trading, Disaster Recovery, System Administration, Unix, IT Service Management, Linux, Red Hat Linux, Integration, Enterprise Software, Business Intelligence, System Deployment
Education
ITIL v3 Foundations Certification 2011 — 2011
ITIL v3 Cert, ITIL
Red Hat Certified Engineer 2010 — 2010
RHCE, Cert # 805009263938433
Stevens Institute of Technology 2001 — 2004
Masters, Information Systems Management
Fordham University 1996 — 2000
Bachelor of Science (BS), Business Administration, Information and Communication Systems
James Caldwell 1992 — 1996
Diploma, General
James Caldwell High School 1992 — 1996
Diploma
International Securities Exchange (ISE) July 2005 - Present
Seamless Technologies May 2004 - July 2005
Xpedite December 2003 - May 2004
UBS August 2000 - December 2003
Skills
Software Project..., Data Center, ITIL, Market Data, Nagios, Nagios XI, Puppet, GitHub, HP Openview, HP Network Node Manager, UC4, MagniFIX, Electronic Trading, Disaster Recovery, System Administration, Unix, IT Service Management, Linux, Red Hat Linux, Integration, Enterprise Software, Business Intelligence, System Deployment
Education
ITIL v3 Foundations Certification 2011 — 2011
ITIL v3 Cert, ITIL
Red Hat Certified Engineer 2010 — 2010
RHCE, Cert # 805009263938433
Stevens Institute of Technology 2001 — 2004
Masters, Information Systems Management
Fordham University 1996 — 2000
Bachelor of Science (BS), Business Administration, Information and Communication Systems
James Caldwell 1992 — 1996
Diploma, General
James Caldwell High School 1992 — 1996
Diploma
Valentina Berisha Valentina Berisha's UBS Experience June 2009 - December 2009
Job Analyst, Compensation & Business Analytics at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Morgan Stanley June 2010 - Present
UBS June 2009 - December 2009
Education
Fordham University 2008 — 2011
Finance
Morgan Stanley June 2012 - Present
Morgan Stanley June 2010 - Present
UBS June 2009 - December 2009
Education
Fordham University 2008 — 2011
Finance
Sue O'Connor Sue O'Connor's UBS Experience September 1994 - April 2003
Job Assistant Vice president at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2007 - Present
Merrill Lynch September 2007 - December 2012
UBS September 1994 - April 2003
Education
Fordham University 1970 — 1973
BS, Marketing
Fordham University 1970 — 1973
Marketing/Marketing Management, General
CW Post
Merrill Lynch September 2007 - Present
Merrill Lynch September 2007 - December 2012
UBS September 1994 - April 2003
Education
Fordham University 1970 — 1973
BS, Marketing
Fordham University 1970 — 1973
Marketing/Marketing Management, General
CW Post
Caroline Kinsella Caroline Kinsella's UBS Experience March 2014 - February 2015
Job Associate, MUFG Americas
Industry Law Practice
Experience
MUFG Americas February 2015 - Present
UBS March 2014 - February 2015
Legal Fee Advisors™ October 2013 - February 2014
Fordham Law School, Professor Jacqueline Nolan-Haley May 2012 - October 2012
LCH.Clearnet June 2012 - August 2012
Immigrant Rights and Access to Justice Clinic January 2012 - May 2012
The High Court of Ireland June 2011 - July 2011
Kovel/Fuller October 2009 - April 2010
Kovel / Fuller July 2008 - November 2009
SHERMAN Communications and Marketing March 2008 - June 2008
Skills
Social Media, Digital Media, Social Media Marketing, Digital Marketing, Online Advertising, Event Planning, Marketing, Strategy
Education
Université Panthéon Sorbonne (Paris I) 2012 — 2013
Master of Laws (LLM), French and European Law
Fordham University School of Law 2010 — 2013
J.D.
The University of Chicago 2004 — 2008
B.A. with Honors, International Studies, French
Shady Side Academy 2000 — 2004
MUFG Americas February 2015 - Present
UBS March 2014 - February 2015
Legal Fee Advisors™ October 2013 - February 2014
Fordham Law School, Professor Jacqueline Nolan-Haley May 2012 - October 2012
LCH.Clearnet June 2012 - August 2012
Immigrant Rights and Access to Justice Clinic January 2012 - May 2012
The High Court of Ireland June 2011 - July 2011
Kovel/Fuller October 2009 - April 2010
Kovel / Fuller July 2008 - November 2009
SHERMAN Communications and Marketing March 2008 - June 2008
Skills
Social Media, Digital Media, Social Media Marketing, Digital Marketing, Online Advertising, Event Planning, Marketing, Strategy
Education
Université Panthéon Sorbonne (Paris I) 2012 — 2013
Master of Laws (LLM), French and European Law
Fordham University School of Law 2010 — 2013
J.D.
The University of Chicago 2004 — 2008
B.A. with Honors, International Studies, French
Shady Side Academy 2000 — 2004
Salim Boutagy Salim Boutagy's UBS Experience June 2010 - May 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2015 - Present
Wells Fargo Advisors, LLC June 2013 - February 2015
UBS June 2010 - May 2013
Morgan Stanley Smith Barney June 2008 - June 2010
Education
Fordham University 2004 — 2008
BS, Finance
Fairfield Prep 2000 — 2004
Wells Fargo Advisors, LLC February 2015 - Present
Wells Fargo Advisors, LLC June 2013 - February 2015
UBS June 2010 - May 2013
Morgan Stanley Smith Barney June 2008 - June 2010
Education
Fordham University 2004 — 2008
BS, Finance
Fairfield Prep 2000 — 2004
Heidi Tickle Heidi Tickle's UBS Experience 1996 - 2003
Job Examination Manager at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority September 2013 - Present
427 7th Ave Buyer's Corporation 2006 - March 2014
Surkle Ventures, LLC (Tickle Sauce) October 2010 - September 2013
FrontLine Compliance, LLC January 2012 - August 2013
Citi April 2011 - January 2012
Credit Suisse July 2007 - April 2011
Credit Suisse July 2007 - June 2010
Credit Suisse Subsidiary (Swiss American Securities Inc.) July 2007 - December 2008
Citi July 2003 - June 2007
UBS 1996 - 2003
Skills
Executive Management, Outstanding..., Managing Processes, Managing Meetings, Connecting People, Compliance, German, Risk Management, Management, Internal Audit, Strategy, Leadership, Budgets, Strategic Planning, Business Development, Training, Financial Services, CRM, Outsourcing, AML, Due Diligence, Human Resources, Fixed Income, Series 7, Securities, Trading, Financial Risk, Capital Markets, FINRA, Mutual Funds, Options, Equities, Mergers & Acquisitions, Investment Banking, Private Equity, Structured Finance, Derivatives, Emerging Markets, Structured Products, Securities Regulation, Portfolio Management, Investment Advisory, Financial Markets, Asset Management, Alternative Investments, Investments, Investor Relations, Private Banking, Financial Structuring, Operational Risk
Education
The French Culinary Institute 2011 — 2012
Grand Diplome, Classic Culinary Arts, Valedictorian
University of Mississippi 1988 — 1996
B.A. & M.Ed., German & Psychology (Magna Cum Laude)
University of Missouri-Columbia 1992 — 1992
German Master's
Friedrich-Schiller-Universität Jena 1991 — 1991
NA, German Language
Humboldt University of Berlin 1990 — 1990
NA, German Language
St. Mary's Dominican 1984 — 1988
High school diploma, College prep
St. Edward the Confessor
Financial Industry Regulatory Authority September 2013 - Present
427 7th Ave Buyer's Corporation 2006 - March 2014
Surkle Ventures, LLC (Tickle Sauce) October 2010 - September 2013
FrontLine Compliance, LLC January 2012 - August 2013
Citi April 2011 - January 2012
Credit Suisse July 2007 - April 2011
Credit Suisse July 2007 - June 2010
Credit Suisse Subsidiary (Swiss American Securities Inc.) July 2007 - December 2008
Citi July 2003 - June 2007
UBS 1996 - 2003
Skills
Executive Management, Outstanding..., Managing Processes, Managing Meetings, Connecting People, Compliance, German, Risk Management, Management, Internal Audit, Strategy, Leadership, Budgets, Strategic Planning, Business Development, Training, Financial Services, CRM, Outsourcing, AML, Due Diligence, Human Resources, Fixed Income, Series 7, Securities, Trading, Financial Risk, Capital Markets, FINRA, Mutual Funds, Options, Equities, Mergers & Acquisitions, Investment Banking, Private Equity, Structured Finance, Derivatives, Emerging Markets, Structured Products, Securities Regulation, Portfolio Management, Investment Advisory, Financial Markets, Asset Management, Alternative Investments, Investments, Investor Relations, Private Banking, Financial Structuring, Operational Risk
Education
The French Culinary Institute 2011 — 2012
Grand Diplome, Classic Culinary Arts, Valedictorian
University of Mississippi 1988 — 1996
B.A. & M.Ed., German & Psychology (Magna Cum Laude)
University of Missouri-Columbia 1992 — 1992
German Master's
Friedrich-Schiller-Universität Jena 1991 — 1991
NA, German Language
Humboldt University of Berlin 1990 — 1990
NA, German Language
St. Mary's Dominican 1984 — 1988
High school diploma, College prep
St. Edward the Confessor
Jack Truong's UBS Experience June 2011 - August 2011
Job Associate at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank June 2015 - Present
Nomura Securities August 2012 - June 2015
UBS June 2011 - August 2011
Morgan Stanley Fund Services June 2010 - June 2011
Skills
Bloomberg, SAP, Business Objects, Access, Financial Modeling, PowerPoint, Analysis, Bloomberg Terminal, Finance, Fixed Income, Portfolio Management
Education
Fordham University 2008 — 2012
Bachelor of Science, Business Administration; Finance
Stony Brook University 2008 — 2009
Deutsche Bank June 2015 - Present
Nomura Securities August 2012 - June 2015
UBS June 2011 - August 2011
Morgan Stanley Fund Services June 2010 - June 2011
Skills
Bloomberg, SAP, Business Objects, Access, Financial Modeling, PowerPoint, Analysis, Bloomberg Terminal, Finance, Fixed Income, Portfolio Management
Education
Fordham University 2008 — 2012
Bachelor of Science, Business Administration; Finance
Stony Brook University 2008 — 2009
Stephen Roney Stephen Roney's UBS Experience June 2013 - Present
Job Head of US Healthcare Trading at UBS
Industry Financial Services
Experience
UBS June 2013 - Present
UBS June 2011 - June 2013
UBS Investment Bank January 2007 - December 2009
UBS Investment Bank January 2005 - December 2007
UBS January 1999 - January 2003
Santander Investment Securities Inc July 1995 - July 1999
Salomon Brothers Inc November 1991 - November 1994
Salomon Brothers Inc August 1988 - November 1991
Skills
Equities, Derivatives, Trading, Investment Banking, Securities, Asset Management, Emerging Markets, Mergers & Acquisitions, Finance, Banking, Financial Risk, Trading Strategies, Analytics, Team Management, Fixed Income, Hedge Funds, Capital Markets, Management, Trading Systems, Bloomberg, Electronic Trading
Education
STERN SCHOOL OF BUSINESS-New York University 1992 — 1994
MBA, Finance; PROGRAM
Fordham University 1983 — 1988
Bachelor of Arts, Computer Information Science
UBS June 2013 - Present
UBS June 2011 - June 2013
UBS Investment Bank January 2007 - December 2009
UBS Investment Bank January 2005 - December 2007
UBS January 1999 - January 2003
Santander Investment Securities Inc July 1995 - July 1999
Salomon Brothers Inc November 1991 - November 1994
Salomon Brothers Inc August 1988 - November 1991
Skills
Equities, Derivatives, Trading, Investment Banking, Securities, Asset Management, Emerging Markets, Mergers & Acquisitions, Finance, Banking, Financial Risk, Trading Strategies, Analytics, Team Management, Fixed Income, Hedge Funds, Capital Markets, Management, Trading Systems, Bloomberg, Electronic Trading
Education
STERN SCHOOL OF BUSINESS-New York University 1992 — 1994
MBA, Finance; PROGRAM
Fordham University 1983 — 1988
Bachelor of Arts, Computer Information Science
Alexa Schult's UBS Experience June 2012 - August 2012
Job Preferred Banking Associate at First Republic Bank
Industry Financial Services
Experience
First Republic Bank November 2013 - Present
Self-Employed June 2008 - September 2013
UBS June 2012 - August 2012
J. McLaughlin May 2005 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Spanish, Translation, Coordinating Events
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.)
Southampton High School 2005 — 2009
First Republic Bank November 2013 - Present
Self-Employed June 2008 - September 2013
UBS June 2012 - August 2012
J. McLaughlin May 2005 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Spanish, Translation, Coordinating Events
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.)
Southampton High School 2005 — 2009
Joseph M Hubbell Joseph M Hubbell's UBS Experience January 1995 - March 2010
Job Managing Director Wealth Mangement at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch Global Wealth Management November 2012 - Present
JP Morgan Securities LLC March 2010 - November 2012
UBS January 1995 - March 2010
Skills
Executive Management, Alternative Investments, Equities, Fixed Income, Derivatives, Capital Markets, Private Banking, Asset Management, IPS Formation, Risk Management, Insurance, Real Estate, FINRA Board Of..., Series 7, 63, 65, 8, 3, Securities, Hedge Funds, Series 7, Electronic Trading, Investments, Portfolio Management, FINRA, Asset Managment, Wealth Management, Series 63
Education
Fordham University 1980 — 1984
Bachelor of Arts (BA), Political Science and Government
Niagara University 1980 — 1982
Associate's degree, Political Science and Government
Merrill Lynch Global Wealth Management November 2012 - Present
JP Morgan Securities LLC March 2010 - November 2012
UBS January 1995 - March 2010
Skills
Executive Management, Alternative Investments, Equities, Fixed Income, Derivatives, Capital Markets, Private Banking, Asset Management, IPS Formation, Risk Management, Insurance, Real Estate, FINRA Board Of..., Series 7, 63, 65, 8, 3, Securities, Hedge Funds, Series 7, Electronic Trading, Investments, Portfolio Management, FINRA, Asset Managment, Wealth Management, Series 63
Education
Fordham University 1980 — 1984
Bachelor of Arts (BA), Political Science and Government
Niagara University 1980 — 1982
Associate's degree, Political Science and Government
Geoff Bartakovics's UBS Experience September 2002 - December 2007
Job CEO at Tasting Table
Industry Venture Capital & Private Equity
Experience
Tasting Table July 2008 - Present
UBS September 2002 - December 2007
Deloitte Consulting September 2000 - December 2001
Education
University of Hamburg 1999 — 2000
Fulbright Fellowship, Comparative Literature
University of Chicago 1995 — 1999
B.A., English Literature
Freie Universität Berlin 1997 — 1998
Exchange, German Literature, Philosophy
The French Culinary Institute
BullS, Serious Amateurs Program I & II
Tasting Table July 2008 - Present
UBS September 2002 - December 2007
Deloitte Consulting September 2000 - December 2001
Education
University of Hamburg 1999 — 2000
Fulbright Fellowship, Comparative Literature
University of Chicago 1995 — 1999
B.A., English Literature
Freie Universität Berlin 1997 — 1998
Exchange, German Literature, Philosophy
The French Culinary Institute
BullS, Serious Amateurs Program I & II
Matthew W. Hamilton, CIMA® Matthew W. Hamilton, CIMA®'s UBS Experience 2004 - 2007
Job Head of RIA & Family Office Distribution
Industry Financial Services
Experience
BNY Mellon May 2007 - Present
UBS 2004 - 2007
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Separately Managed..., Investments, Investment Strategies, ETFs, Investment Advisory, Fixed Income, Equities, Investment Management, Hedge Funds, Asset Management, Fund Of Funds, High Net Worth..., Series 7, Series 63, Financial Advisory, Securities, Wealth Management, Bloomberg, Series 6, Bonds, Portfolio Management, Wealth Management..., Retirement Planning, Financial Services, Wealth, Capital Markets, Equity Research, Strategic Financial..., Morningstar, Series 65, Series 24, FINRA, Uniform Combined State..., 401k, Retirement, Institutional..., Financial Markets, Options, Bloomberg Terminal, Absolute Return
Education
University of California, Berkeley - Walter A. Haas School of Business
Fordham University
Avon Old Farms
BNY Mellon May 2007 - Present
UBS 2004 - 2007
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Separately Managed..., Investments, Investment Strategies, ETFs, Investment Advisory, Fixed Income, Equities, Investment Management, Hedge Funds, Asset Management, Fund Of Funds, High Net Worth..., Series 7, Series 63, Financial Advisory, Securities, Wealth Management, Bloomberg, Series 6, Bonds, Portfolio Management, Wealth Management..., Retirement Planning, Financial Services, Wealth, Capital Markets, Equity Research, Strategic Financial..., Morningstar, Series 65, Series 24, FINRA, Uniform Combined State..., 401k, Retirement, Institutional..., Financial Markets, Options, Bloomberg Terminal, Absolute Return
Education
University of California, Berkeley - Walter A. Haas School of Business
Fordham University
Avon Old Farms
Yohan Delossantos Yohan Delossantos's UBS Experience Market Data Infra ServicesUBS Investment Bank1998 - Present
Job Market Data Engineer at UBS
Industry Financial Services
Experience
UBS Market Data Infra ServicesUBS Investment Bank1998 - Present
UBS 1998 - Present
Perot Systems 2001 - 2006
Perot Systems 2001 - 2006
Rich Inc. 1997 - 1999
Bear Stearns 1998 - 1998
Skills
Trading Systems, Market Data, RMDS, Low Latency, Solaris, Bloomberg, Equities, Unix, Vendor Management
Education
Fordham University 1992 — 1996
UBS Market Data Infra ServicesUBS Investment Bank1998 - Present
UBS 1998 - Present
Perot Systems 2001 - 2006
Perot Systems 2001 - 2006
Rich Inc. 1997 - 1999
Bear Stearns 1998 - 1998
Skills
Trading Systems, Market Data, RMDS, Low Latency, Solaris, Bloomberg, Equities, Unix, Vendor Management
Education
Fordham University 1992 — 1996
Brent Coakley, CFP Brent Coakley, CFP's UBS Experience March 2003 - Present
Job Vice President Senior Portfolio Manager
Industry Financial Services
Experience
UBS March 2003 - Present
Merrill Lynch October 1998 - March 2003
Education
Stanford University Graduate School of Business
Executive Education
Franklin University
Bachelor's Degree, Finance and Financial Management Services
Upper Arlington
UBS March 2003 - Present
Merrill Lynch October 1998 - March 2003
Education
Stanford University Graduate School of Business
Executive Education
Franklin University
Bachelor's Degree, Finance and Financial Management Services
Upper Arlington
Mark Weiderman Mark Weiderman's UBS Experience October 2014 - February 2015
Job Portfolio Manager
Industry Financial Services
Experience
Manchester Financial March 2015 - Present
UBS October 2014 - February 2015
Merrill Lynch October 2013 - October 2014
New England Investment & Retirement, Inc. March 2005 - August 2013
RDM Financial Group 1997 - 2003
Fleet Bank 1996 - 1997
Merrill Lynch 1990 - 1996
Skills
Asset Management, Investments, Portfolio Management, Alternative Investments, Management, Equities, Mutual Funds, Wealth Management, Financial Modeling, Asset Allocation, Investment Management, Finance, Investment Advisory, Financial Advisory, Trading, Due Diligence, Hedge Funds, Retirement
Education
Fordham University 1992 — 1996
MBA, Finance
University of Rhode Island 1986 — 1989
BS, Finance
SKHS
Manchester Financial March 2015 - Present
UBS October 2014 - February 2015
Merrill Lynch October 2013 - October 2014
New England Investment & Retirement, Inc. March 2005 - August 2013
RDM Financial Group 1997 - 2003
Fleet Bank 1996 - 1997
Merrill Lynch 1990 - 1996
Skills
Asset Management, Investments, Portfolio Management, Alternative Investments, Management, Equities, Mutual Funds, Wealth Management, Financial Modeling, Asset Allocation, Investment Management, Finance, Investment Advisory, Financial Advisory, Trading, Due Diligence, Hedge Funds, Retirement
Education
Fordham University 1992 — 1996
MBA, Finance
University of Rhode Island 1986 — 1989
BS, Finance
SKHS
Shane Nycum Shane Nycum's UBS Experience June 2014 - Present
Job Performance Measurement Analyst at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
BNY Mellon February 2014 - April 2014
Sodexo September 2013 - January 2014
Skills
Microsoft Office
Education
University of Pittsburgh
Bachelor of Science (B.S.), Finance, 3.33
Freie Universität Berlin
UBS June 2014 - Present
BNY Mellon February 2014 - April 2014
Sodexo September 2013 - January 2014
Skills
Microsoft Office
Education
University of Pittsburgh
Bachelor of Science (B.S.), Finance, 3.33
Freie Universität Berlin
Matthew C. Beaven's UBS Experience 2009 - 2010
Job Associate at BBVA New York
Industry Banking
Experience
BBVA NEW YORK 2014 - Present
ROCA JUNYENT 2012 - 2014
POLARIS MANAGEMENT PARTNERS 2011 - 2012
FORDHAM UNIVERSITY SCHOOL OF LAW 2010 - 2011
UBS 2009 - 2010
AYUNTAMIENTO DE PAMPLONA 2008 - 2009
Skills
Banking Law, Corporate Law, Investment Suitability, AML, KYC, Due Diligence
Education
Fordham University School of Law 2010 — 2011
Master of Laws (LL.M.), Banking, Corporate and Finance Law
Universidad de Navarra 2005 — 2009
Doctor of Law (J.D.), Licenciado en Derecho
Universidad de Navarra 2005 — 2009
Certificate, Anglo-American Legal Studies, The Garrigues Chair in Global Law
BBVA NEW YORK 2014 - Present
ROCA JUNYENT 2012 - 2014
POLARIS MANAGEMENT PARTNERS 2011 - 2012
FORDHAM UNIVERSITY SCHOOL OF LAW 2010 - 2011
UBS 2009 - 2010
AYUNTAMIENTO DE PAMPLONA 2008 - 2009
Skills
Banking Law, Corporate Law, Investment Suitability, AML, KYC, Due Diligence
Education
Fordham University School of Law 2010 — 2011
Master of Laws (LL.M.), Banking, Corporate and Finance Law
Universidad de Navarra 2005 — 2009
Doctor of Law (J.D.), Licenciado en Derecho
Universidad de Navarra 2005 — 2009
Certificate, Anglo-American Legal Studies, The Garrigues Chair in Global Law
Joanna Carnevale Joanna Carnevale's UBS Experience 1998 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS 1998 - Present
PwC August 1994 - November 1998
Education
Fordham University
BS, Accounting
UBS 1998 - Present
PwC August 1994 - November 1998
Education
Fordham University
BS, Accounting
Leqin Chen Leqin Chen's UBS Experience January 2012 - May 2012
Job Student at Fordham University
Industry Banking
Experience
Fordham University August 2011 - Present
UBS January 2012 - May 2012
HSBC Private Bank July 2010 - August 2010
Industrial and Commercial Bank of China June 2008 - September 2008
Skills
SPSS, Matlab, Microsoft Office, Marketing, Bloomberg Terminal, Bloomberg, SAS, Economics, Eviews, R, Macroeconomics, Microsoft Excel, Statistics, Data Analysis, Quantitative Analytics
Education
Fordham University 2011 — 2012
Doctor of Philosophy (Ph.D.), Finance and Economics
Indiana University of Pennsylvania 2009 — 2011
Bachelor of Science, Business
Southwestern University of Finance and Economics 2007 — 2009
Bachelor, International Business
New York University
Mathematics
Fordham University August 2011 - Present
UBS January 2012 - May 2012
HSBC Private Bank July 2010 - August 2010
Industrial and Commercial Bank of China June 2008 - September 2008
Skills
SPSS, Matlab, Microsoft Office, Marketing, Bloomberg Terminal, Bloomberg, SAS, Economics, Eviews, R, Macroeconomics, Microsoft Excel, Statistics, Data Analysis, Quantitative Analytics
Education
Fordham University 2011 — 2012
Doctor of Philosophy (Ph.D.), Finance and Economics
Indiana University of Pennsylvania 2009 — 2011
Bachelor of Science, Business
Southwestern University of Finance and Economics 2007 — 2009
Bachelor, International Business
New York University
Mathematics
Joshua Hensley's UBS Experience 1999 - 2003
Job Partner at Row Brands
Industry Retail
Experience
Row Brands 2013 - Present
The Student Planner 2004 - 2013
UBS 1999 - 2003
Skills
Customer Service, Email Marketing, Team Building, Sales, Sales Management, Marketing Strategy, Advertising, Entrepreneurship, Microsoft Office, Operations Management, Social Media, Management, Business Development
Education
University of Denver - Daniels College of Business 1992 — 1996
BSBA, Finance/Marketing
Fort Lewis College 1992 — 1994
Row Brands 2013 - Present
The Student Planner 2004 - 2013
UBS 1999 - 2003
Skills
Customer Service, Email Marketing, Team Building, Sales, Sales Management, Marketing Strategy, Advertising, Entrepreneurship, Microsoft Office, Operations Management, Social Media, Management, Business Development
Education
University of Denver - Daniels College of Business 1992 — 1996
BSBA, Finance/Marketing
Fort Lewis College 1992 — 1994
Jacqueline Chester Jacqueline Chester's UBS Experience February 2007 - November 2008
Job President & Founder DJC&M Consulting Inc./Independent Consultant
Industry Information Technology and Services
Experience
TD August 2012 - February 2013
Aetna January 2012 - July 2012
MetLife May 2011 - January 2012
ServiceMesh October 2010 - March 2011
DJC&M Consulting 2010 - 2011
UBS February 2007 - November 2008
UBS Investment Bank May 2003 - February 2007
Perot Systems @ UBS December 1997 - May 2003
Republic National Bank May 1989 - December 1997
Skills
Security Awareness, Team Building, Access Control, Information Security..., Security, Policy, IT Audit, Vendor Management
Education
Monroe College 2009 — 2010
MBA, Computer Information Systems
Fordham University 1989 — 1991
BS, Computer Information Systems and Management
TD August 2012 - February 2013
Aetna January 2012 - July 2012
MetLife May 2011 - January 2012
ServiceMesh October 2010 - March 2011
DJC&M Consulting 2010 - 2011
UBS February 2007 - November 2008
UBS Investment Bank May 2003 - February 2007
Perot Systems @ UBS December 1997 - May 2003
Republic National Bank May 1989 - December 1997
Skills
Security Awareness, Team Building, Access Control, Information Security..., Security, Policy, IT Audit, Vendor Management
Education
Monroe College 2009 — 2010
MBA, Computer Information Systems
Fordham University 1989 — 1991
BS, Computer Information Systems and Management
Darin E. Leeman, PhD Darin E. Leeman, PhD's UBS Experience May 2005 - June 2008
Job Financial Advisor
Industry Financial Services
Experience
VALIC November 2010 - Present
Southern New Hampshire University July 2010 - Present
UBS Financial Services June 2008 - November 2009
UBS May 2005 - June 2008
SODEXO (former SODEXHO) September 1987 - May 2005
Education
TUI University 2001 — 2008
Ph.D., Business Administration
Franklin Pierce University 1998 — 1999
MBA, Leadership
Franklin Pierce University 1994 — 1998
BS, International Business
VALIC November 2010 - Present
Southern New Hampshire University July 2010 - Present
UBS Financial Services June 2008 - November 2009
UBS May 2005 - June 2008
SODEXO (former SODEXHO) September 1987 - May 2005
Education
TUI University 2001 — 2008
Ph.D., Business Administration
Franklin Pierce University 1998 — 1999
MBA, Leadership
Franklin Pierce University 1994 — 1998
BS, International Business
Hope Cooper's UBS Experience February 2012 - Present
Job Executive Director at UBS
Industry Human Resources
Experience
UBS February 2012 - Present
MF Global August 2010 - November 2011
STATE OF NEW JERSEY, DEP'T OF PERSONNEL (CIVIL SERVICE COMMISSION) May 2008 - February 2010
STATE OF NEW JERSEY, OFFICE OF THE GOVERNOR October 2006 - May 2008
STATE OF NEW JERSEY, DEP'T OF PERSONNEL April 2006 - October 2006
HOUSING AUTHORITY OF THE CITY OF NEWARK Newark, NJ October 2002 - April 2006
LAW OFFICES OF MARVIN H. BRAININ, ESQ. January 1999 - January 2006
S. COOPER BROTHER'S TRUCKING, INC January 1999 - January 2002
Kramer Levin Naftalis & Frankel LLP January 1996 - January 1999
O'Brien Partners September 1990 - February 1992
Skills
Administration, Budgets, Employee Relations, Human Resources, Leadership, Leadership Development, Management
Education
Fordham University School of Law
J.D
New York University
M.A, General Psychology
Massachusetts Institute of Technology 1986 — 1990
B.S., Materials Science and Engineering
Vail-Deane
Vail-Deane
UBS February 2012 - Present
MF Global August 2010 - November 2011
STATE OF NEW JERSEY, DEP'T OF PERSONNEL (CIVIL SERVICE COMMISSION) May 2008 - February 2010
STATE OF NEW JERSEY, OFFICE OF THE GOVERNOR October 2006 - May 2008
STATE OF NEW JERSEY, DEP'T OF PERSONNEL April 2006 - October 2006
HOUSING AUTHORITY OF THE CITY OF NEWARK Newark, NJ October 2002 - April 2006
LAW OFFICES OF MARVIN H. BRAININ, ESQ. January 1999 - January 2006
S. COOPER BROTHER'S TRUCKING, INC January 1999 - January 2002
Kramer Levin Naftalis & Frankel LLP January 1996 - January 1999
O'Brien Partners September 1990 - February 1992
Skills
Administration, Budgets, Employee Relations, Human Resources, Leadership, Leadership Development, Management
Education
Fordham University School of Law
J.D
New York University
M.A, General Psychology
Massachusetts Institute of Technology 1986 — 1990
B.S., Materials Science and Engineering
Vail-Deane
Vail-Deane
Keith Loeffler Keith Loeffler's UBS Experience 1990 - Present
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2007 - Present
UBS Investment Bank November 1990 - Present
UBS 1990 - Present
Skills
Fixed Income, Derivatives, Investment Banking, Trading Systems, Equities
Education
Fordham University 1981 — 1985
BA, Communications
UBS Investment Bank March 2007 - Present
UBS Investment Bank November 1990 - Present
UBS 1990 - Present
Skills
Fixed Income, Derivatives, Investment Banking, Trading Systems, Equities
Education
Fordham University 1981 — 1985
BA, Communications
Rosanna Arias Rosanna Arias's UBS Experience January 2011 - May 2011
Job Talent and Human Resources
Industry Human Resources
Experience
Ford Foundation July 2012 - Present
McGraw-Hill April 2011 - May 2012
UBS January 2011 - May 2011
Education
Fordham University 2008 — 2012
Bachelor of Science, Business Administration/Marketing & Specialization in Business Communications
Ford Foundation July 2012 - Present
McGraw-Hill April 2011 - May 2012
UBS January 2011 - May 2011
Education
Fordham University 2008 — 2012
Bachelor of Science, Business Administration/Marketing & Specialization in Business Communications
Gene Burson Gene Burson's UBS Experience August 2015 - Present
Job Director, Field Technology Engagement Specialist at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
UBS September 2014 - August 2015
UBS June 2012 - September 2014
UBS January 1998 - May 2012
UBS January 1989 - December 1997
EF Hutton July 1983 - December 1988
Merrill Lynch July 1976 - May 1983
Education
Franklin University 1995 — 1996
UBS August 2015 - Present
UBS September 2014 - August 2015
UBS June 2012 - September 2014
UBS January 1998 - May 2012
UBS January 1989 - December 1997
EF Hutton July 1983 - December 1988
Merrill Lynch July 1976 - May 1983
Education
Franklin University 1995 — 1996
Shane Dempster's UBS Experience April 2014 - July 2014
Job Account Executive at IMCA Capital
Industry Financial Services
Experience
IMCA Capital July 2015 - Present
UBS April 2014 - July 2014
UBS October 2012 - March 2013
Merrill Lynch May 2012 - August 2012
Spectrum Athletic Clubs January 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Finance, Microsoft Word, Microsoft Office, Access, Marketing, Market Research, Bloomberg Terminal, Wealth Management..., Cold Calling Experience, Equities, Alternative Investments, Financial Analysis, Investments, Public Speaking, Research, Social Media
Education
Fordham University
Bachelor’s Degree, Finance and Alternative Investments
Loyola High School of Los Angeles
High School Diploma
IMCA Capital July 2015 - Present
UBS April 2014 - July 2014
UBS October 2012 - March 2013
Merrill Lynch May 2012 - August 2012
Spectrum Athletic Clubs January 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Finance, Microsoft Word, Microsoft Office, Access, Marketing, Market Research, Bloomberg Terminal, Wealth Management..., Cold Calling Experience, Equities, Alternative Investments, Financial Analysis, Investments, Public Speaking, Research, Social Media
Education
Fordham University
Bachelor’s Degree, Finance and Alternative Investments
Loyola High School of Los Angeles
High School Diploma
Kellie Flowers's UBS Experience February 2015 - Present
Job Counterparty Risk Operations Analyst at UBS
Industry Investment Management
Experience
UBS February 2015 - Present
VALOR Project Management & Consulting September 2013 - January 2015
Wilmont, INC October 2013 - February 2014
Students in Free Enterprise (SIFE) September 2009 - March 2012
The Contributor August 2011 - October 2011
American Cancer Society April 2011 - August 2011
American Cancer Society October 2010 - April 2011
ThriftSmart September 2010 - December 2010
Towne and Country Cleaners August 2006 - May 2008
Pediatric Dental Group August 2006 - May 2008
Skills
Organizational Behavior, Group Presentations, Group Work, Fundraising, Leadership, Marketing, Nonprofits, Time Management, PowerPoint, Customer Service, Recruiting, Research, Public Speaking, Event Planning, Management, Social Media, Strategic Planning, Microsoft Office
Education
Lipscomb University 2012 — 2013
Master of Science (MS), Sustainable Practice, GPA 3.7
Lipscomb University 2010 — 2012
Bachelor of Business Administration, Marketing, minor in Management
Freed-Hardeman University 2008 — 2010
Began studies in Business Administration, Marketing
UBS February 2015 - Present
VALOR Project Management & Consulting September 2013 - January 2015
Wilmont, INC October 2013 - February 2014
Students in Free Enterprise (SIFE) September 2009 - March 2012
The Contributor August 2011 - October 2011
American Cancer Society April 2011 - August 2011
American Cancer Society October 2010 - April 2011
ThriftSmart September 2010 - December 2010
Towne and Country Cleaners August 2006 - May 2008
Pediatric Dental Group August 2006 - May 2008
Skills
Organizational Behavior, Group Presentations, Group Work, Fundraising, Leadership, Marketing, Nonprofits, Time Management, PowerPoint, Customer Service, Recruiting, Research, Public Speaking, Event Planning, Management, Social Media, Strategic Planning, Microsoft Office
Education
Lipscomb University 2012 — 2013
Master of Science (MS), Sustainable Practice, GPA 3.7
Lipscomb University 2010 — 2012
Bachelor of Business Administration, Marketing, minor in Management
Freed-Hardeman University 2008 — 2010
Began studies in Business Administration, Marketing
Joseph Civello Joseph Civello's UBS Experience March 2015 - Present
Job Equity Research Associate at UBS
Industry Financial Services
Experience
UBS March 2015 - Present
EY January 2014 - February 2015
Ernst & Young June 2013 - August 2013
UBS Wealth Management September 2012 - December 2012
O'Connor Davies, LLP June 2012 - August 2012
Popper and Company June 2011 - January 2012
UBS January 2011 - May 2011
Merrill Lynch September 2010 - December 2010
Skills
Bloomberg Terminal, Hedge Funds, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Auditing, Financial Services, Valuation, Financial Modeling, Economics, Financial Advisory, Value Investing, Accounting
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Applied accounting and Finance
UBS March 2015 - Present
EY January 2014 - February 2015
Ernst & Young June 2013 - August 2013
UBS Wealth Management September 2012 - December 2012
O'Connor Davies, LLP June 2012 - August 2012
Popper and Company June 2011 - January 2012
UBS January 2011 - May 2011
Merrill Lynch September 2010 - December 2010
Skills
Bloomberg Terminal, Hedge Funds, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Auditing, Financial Services, Valuation, Financial Modeling, Economics, Financial Advisory, Value Investing, Accounting
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Applied accounting and Finance
James Brace James Brace's UBS Experience May 2015 - Present
Job Analyst
Industry Financial Services
Experience
UBS May 2015 - Present
UBS October 2013 - Present
UBS Investment Bank September 2012 - August 2013
The Verge September 2011 - August 2012
Freelance Film & Television Production Assistant January 2011 - April 2012
Larsen Leasing Ltd. June 2009 - December 2010
Skills
Economics, Microsoft Excel, Financial Modeling, Microsoft Office, Bloomberg, PowerPoint, Bloomberg Terminal, Budgets, Research, Project Management, Options, Fixed Income, Microsoft Word, Equities, Investment Banking, Business Objects, Business Profitability, Equity Capital Markets, Equity Trading, Prime Brokerage, Capital Markets, Portfolio Management
Education
Fordham University 2006 — 2010
Bachelor of Arts, Visual Arts - Film & Television Production; Finance and Accounting
St. Mary's College 2012 — 2013
Post Graduate Certificate, International Business
Université Denis Diderot (Paris VII) / University Paris VII 2009 — 2009
French Language and Literature
St. Ignatius College Prep 2002 — 2006
CFA Institute
UBS May 2015 - Present
UBS October 2013 - Present
UBS Investment Bank September 2012 - August 2013
The Verge September 2011 - August 2012
Freelance Film & Television Production Assistant January 2011 - April 2012
Larsen Leasing Ltd. June 2009 - December 2010
Skills
Economics, Microsoft Excel, Financial Modeling, Microsoft Office, Bloomberg, PowerPoint, Bloomberg Terminal, Budgets, Research, Project Management, Options, Fixed Income, Microsoft Word, Equities, Investment Banking, Business Objects, Business Profitability, Equity Capital Markets, Equity Trading, Prime Brokerage, Capital Markets, Portfolio Management
Education
Fordham University 2006 — 2010
Bachelor of Arts, Visual Arts - Film & Television Production; Finance and Accounting
St. Mary's College 2012 — 2013
Post Graduate Certificate, International Business
Université Denis Diderot (Paris VII) / University Paris VII 2009 — 2009
French Language and Literature
St. Ignatius College Prep 2002 — 2006
CFA Institute
Jon Kiani Jon Kiani's UBS Experience September 2010 - March 2011
Job Media Coordinator at Think Jam
Industry Financial Services
Experience
Think Jam November 2014 - Present
The Weinstein Company May 2014 - November 2014
Fitch Ratings June 2012 - January 2014
UBS September 2010 - March 2011
Skills
Marketing Strategy, Media & Entertainment, Advertising, Brand Development, Online Marketing, Digital Media, Marketing, Social Media Marketing, Facebook Marketing, Bloomberg, Fixed Income, Capital Markets, Valuation, Financial Modeling, Equities
Education
Fordham University
Bachelor of Science in Business Administration, Concentration in Finance
Sage Hill School
High School Diploma, Honor Roll
Think Jam November 2014 - Present
The Weinstein Company May 2014 - November 2014
Fitch Ratings June 2012 - January 2014
UBS September 2010 - March 2011
Skills
Marketing Strategy, Media & Entertainment, Advertising, Brand Development, Online Marketing, Digital Media, Marketing, Social Media Marketing, Facebook Marketing, Bloomberg, Fixed Income, Capital Markets, Valuation, Financial Modeling, Equities
Education
Fordham University
Bachelor of Science in Business Administration, Concentration in Finance
Sage Hill School
High School Diploma, Honor Roll
Kenta Shirafuji Kenta Shirafuji's UBS Experience September 2011 - December 2011
Job Private Investments | Real Assets | Private Equity at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust February 2015 - Present
LCH.Clearnet June 2013 - January 2015
Millennium Partners June 2012 - April 2013
UBS September 2011 - December 2011
Education
Fordham University 2009 — 2013
Bachelor of Science (BSc)
Università Cattolica del Sacro Cuore 2012 — 2012
Study abroad
Staples High School 2005 — 2009
Bessemer Trust February 2015 - Present
LCH.Clearnet June 2013 - January 2015
Millennium Partners June 2012 - April 2013
UBS September 2011 - December 2011
Education
Fordham University 2009 — 2013
Bachelor of Science (BSc)
Università Cattolica del Sacro Cuore 2012 — 2012
Study abroad
Staples High School 2005 — 2009
T. Matthew Wynne T. Matthew Wynne's UBS Experience November 2013 - March 2014
Job Operations Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2014 - Present
BNY Mellon March 2014 - Present
UBS November 2013 - March 2014
Merrill Lynch September 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Social Media, Teamwork, Facebook, Research, Marketing, Social Networking, Financial Analysis, Customer Service
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Salisbury School 2006 — 2009
BNY Mellon March 2014 - Present
BNY Mellon March 2014 - Present
UBS November 2013 - March 2014
Merrill Lynch September 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Social Media, Teamwork, Facebook, Research, Marketing, Social Networking, Financial Analysis, Customer Service
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Salisbury School 2006 — 2009
Eric Sheridan Eric Sheridan's UBS Experience October 2012 - Present
Job Managing Director, UBS Equity Research (US Internet & Interactive Entertainment)
Industry Financial Services
Experience
UBS October 2012 - Present
Citadel Investment Group January 2010 - August 2012
Intrepid Capital 2002 - 2009
Bank of America Merrill Lynch 2000 - 2001
Skills
Hedge Funds, Equity Research, Equities, Capital Markets, Alternative Investments, Valuation, Bloomberg, Investments, Portfolio Management, Investment Banking, Asset Managment, Financial Modeling, Buy-side, Equity Valuation, Special Situations, Corporate Finance, Investment Management, Venture Capital, Asset Management
Education
St John's University School of Law 1994 — 1997
JD, Law
Franklin & Marshall College 1990 — 1994
BA, History, Government, Economics
UBS October 2012 - Present
Citadel Investment Group January 2010 - August 2012
Intrepid Capital 2002 - 2009
Bank of America Merrill Lynch 2000 - 2001
Skills
Hedge Funds, Equity Research, Equities, Capital Markets, Alternative Investments, Valuation, Bloomberg, Investments, Portfolio Management, Investment Banking, Asset Managment, Financial Modeling, Buy-side, Equity Valuation, Special Situations, Corporate Finance, Investment Management, Venture Capital, Asset Management
Education
St John's University School of Law 1994 — 1997
JD, Law
Franklin & Marshall College 1990 — 1994
BA, History, Government, Economics
Curtis Douglas Curtis Douglas's UBS Experience 2001 - 2002
Job Franchise Specialist at 7Eleven Stores
Industry Food & Beverages
Experience
7-Eleven January 2014 - Present
7-Eleven August 2011 - January 2013
Ultimate Aquisition Partners 2007 - May 2011
Trail Werks 2004 - 2010
Ultimate Electronics November 2005 - September 2007
Fort Collins 4x4 and Performance 2004 - 2005
Specialty Auto Auctions 2003 - 2004
Magnolia Hi Fi 2002 - 2003
UBS 2001 - 2002
Ultimate Electronics 1995 - 2001
Skills
Customer Service, New Business Development, Sales Management, Competitive Analysis, Sales, CRM, Team Building, Management, Hiring, Retail, Leadership, Merchandising, Recruiting, Marketing, Sales Process, Time Management, Executive Management, Business Planning, Budgets, Customer Satisfaction, Teamwork, Sales Operations, Customer Experience, Performance Management, Business Development, Income Statement, Inventory Control, Selling, Direct Sales, P&L Management, Store Management, Project Management, Training, Profit, Team Leadership, Visual Merchandising, Marketing Strategy, Account Management, Loss Prevention, Cross-functional Team..., B2B, Negotiation, Networking, Coaching, Product Marketing, Forecasting, Pricing, Manufacturing, Operations Management, Strategic Planning
Education
Front Range Community College
7-Eleven January 2014 - Present
7-Eleven August 2011 - January 2013
Ultimate Aquisition Partners 2007 - May 2011
Trail Werks 2004 - 2010
Ultimate Electronics November 2005 - September 2007
Fort Collins 4x4 and Performance 2004 - 2005
Specialty Auto Auctions 2003 - 2004
Magnolia Hi Fi 2002 - 2003
UBS 2001 - 2002
Ultimate Electronics 1995 - 2001
Skills
Customer Service, New Business Development, Sales Management, Competitive Analysis, Sales, CRM, Team Building, Management, Hiring, Retail, Leadership, Merchandising, Recruiting, Marketing, Sales Process, Time Management, Executive Management, Business Planning, Budgets, Customer Satisfaction, Teamwork, Sales Operations, Customer Experience, Performance Management, Business Development, Income Statement, Inventory Control, Selling, Direct Sales, P&L Management, Store Management, Project Management, Training, Profit, Team Leadership, Visual Merchandising, Marketing Strategy, Account Management, Loss Prevention, Cross-functional Team..., B2B, Negotiation, Networking, Coaching, Product Marketing, Forecasting, Pricing, Manufacturing, Operations Management, Strategic Planning
Education
Front Range Community College
Justin Legrottaglie Justin Legrottaglie's UBS Experience September 2010 - January 2011
Job Operations Analyst at Garrison Investment Group
Industry Financial Services
Experience
Garrison Investment Group May 2014 - Present
International Fund Services (NA) LLC, A State Street Company October 2013 - May 2014
International Fund Services (NA) LLC, A State Street Company August 2012 - September 2013
Fitch Ratings May 2011 - September 2011
UBS September 2010 - January 2011
Wayside Technology Group May 2007 - August 2010
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Finance
Christian Brothers Academy
Garrison Investment Group May 2014 - Present
International Fund Services (NA) LLC, A State Street Company October 2013 - May 2014
International Fund Services (NA) LLC, A State Street Company August 2012 - September 2013
Fitch Ratings May 2011 - September 2011
UBS September 2010 - January 2011
Wayside Technology Group May 2007 - August 2010
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Finance
Christian Brothers Academy
Hayden Tyson's UBS Experience June 2011 - August 2011
Job Business Development Manager Buy Side at Intralinks DealNexus
Industry Financial Services
Experience
Intralinks DealNexus September 2014 - Present
Reciprocus International Pte Ltd June 2013 - September 2014
Powerlinx, Inc. December 2012 - September 2014
CB Alliance, Inc. December 2012 - June 2013
UBS June 2011 - August 2011
Brown White & Newhouse LLP May 2010 - August 2010
Northwestern Mutual January 2010 - June 2010
Skills
Financial Analysis, Entrepreneurship, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Social Networking, Sales Management, Research Information, Operations Management, Client Development, New Business Development, Deal Sourcing, Team Leadership, CRM, Pipeline Development, Strategic Planning, Business Strategy
Education
Fordham University 2008 — 2012
Bachelors, Finance, Economics
University of Cape Town 2010 — 2011
BS, Finance, General
Loyola High School
Intralinks DealNexus September 2014 - Present
Reciprocus International Pte Ltd June 2013 - September 2014
Powerlinx, Inc. December 2012 - September 2014
CB Alliance, Inc. December 2012 - June 2013
UBS June 2011 - August 2011
Brown White & Newhouse LLP May 2010 - August 2010
Northwestern Mutual January 2010 - June 2010
Skills
Financial Analysis, Entrepreneurship, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Social Networking, Sales Management, Research Information, Operations Management, Client Development, New Business Development, Deal Sourcing, Team Leadership, CRM, Pipeline Development, Strategic Planning, Business Strategy
Education
Fordham University 2008 — 2012
Bachelors, Finance, Economics
University of Cape Town 2010 — 2011
BS, Finance, General
Loyola High School
Elizabeth Barry, Esq. Elizabeth Barry, Esq.'s UBS Experience November 2013 - Present
Job Equity Compliance Officer at UBS
Industry Legal Services
Experience
UBS November 2013 - Present
New York State Supreme Court - Commercial Division September 2012 - November 2012
Mayerson & Associates June 2011 - July 2012
Westchester County, NY District Attorney's Office June 2008 - August 2008
Indiana Legal Services, Inc. January 2008 - May 2008
Skills
Courts, Legal Assistance, Westlaw, Civil Litigation, Family Law, Legal Research, Legal Writing, Litigation, Mediation, Hearings, Trials, Securities Regulation
Education
Fordham University School of Law 2010 — 2013
J.D., Law
University of Notre Dame 2007 — 2010
BA, Political Science, Public Policy
Bucknell University 2006 — 2007
School of the Holy Child 1999 — 2006
UBS November 2013 - Present
New York State Supreme Court - Commercial Division September 2012 - November 2012
Mayerson & Associates June 2011 - July 2012
Westchester County, NY District Attorney's Office June 2008 - August 2008
Indiana Legal Services, Inc. January 2008 - May 2008
Skills
Courts, Legal Assistance, Westlaw, Civil Litigation, Family Law, Legal Research, Legal Writing, Litigation, Mediation, Hearings, Trials, Securities Regulation
Education
Fordham University School of Law 2010 — 2013
J.D., Law
University of Notre Dame 2007 — 2010
BA, Political Science, Public Policy
Bucknell University 2006 — 2007
School of the Holy Child 1999 — 2006
James Winkler James Winkler's UBS Experience December 2006 - September 2009
Job Senior Claims Counsel at The Navigators Group, Inc.
Industry Insurance
Experience
The Navigators Group, Inc. October 2011 - Present
AIG October 2009 - October 2011
UBS December 2006 - September 2009
Federal Judiciary August 1999 - December 2006
Skills
Highly developed..., Global insurance and..., Insurance, Litigation Management, Claim, Professional Liability, Liability, Reinsurance, Litigation, Legal Liability, Insurance Law, Employment Practices..., Mediation, D&O, Underwriting, Claims Management
Education
Seton Hall University School of Law
Juris Doctor
Fordham University
Bachelor of Arts (BA)
The Navigators Group, Inc. October 2011 - Present
AIG October 2009 - October 2011
UBS December 2006 - September 2009
Federal Judiciary August 1999 - December 2006
Skills
Highly developed..., Global insurance and..., Insurance, Litigation Management, Claim, Professional Liability, Liability, Reinsurance, Litigation, Legal Liability, Insurance Law, Employment Practices..., Mediation, D&O, Underwriting, Claims Management
Education
Seton Hall University School of Law
Juris Doctor
Fordham University
Bachelor of Arts (BA)
Stanley S. Tan Stanley S. Tan's UBS Experience June 2013 - August 2013
Job
Industry Accounting
Experience
Deloitte Tax LLP July 2014 - Present
Buchbinder Tunick & Company LLP January 2014 - April 2014
UBS June 2013 - August 2013
AIG May 2012 - June 2013
Bethex Federal Credit Union February 2010 - June 2013
Boyle Scholar Honor Society February 2011 - May 2013
AICPA May 2012 - May 2012
KPMG International Case Competition November 2011 - November 2011
Thompson & Company May 2011 - August 2011
AmerCrop February 2008 - September 2010
Skills
QuickBooks, Microsoft Excel, Analysis, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Financial Statements, Variance Analysis, Access, Bookkeeping, Outlook, Microsoft Word, PowerPoint
Education
Fordham University 2013 — 2014
Master of Science in Taxation
Gabelli School of Business 2009 — 2013
Bachelor of Science
Deloitte Tax LLP July 2014 - Present
Buchbinder Tunick & Company LLP January 2014 - April 2014
UBS June 2013 - August 2013
AIG May 2012 - June 2013
Bethex Federal Credit Union February 2010 - June 2013
Boyle Scholar Honor Society February 2011 - May 2013
AICPA May 2012 - May 2012
KPMG International Case Competition November 2011 - November 2011
Thompson & Company May 2011 - August 2011
AmerCrop February 2008 - September 2010
Skills
QuickBooks, Microsoft Excel, Analysis, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Financial Statements, Variance Analysis, Access, Bookkeeping, Outlook, Microsoft Word, PowerPoint
Education
Fordham University 2013 — 2014
Master of Science in Taxation
Gabelli School of Business 2009 — 2013
Bachelor of Science
Jamie Silverstein Jamie Silverstein's UBS Experience November 2014 - Present
Job Executive Communications Junior Writer
Industry Public Relations and Communications
Experience
UBS November 2014 - Present
Portland Communications December 2012 - November 2014
High Lantern Group July 2011 - September 2011
Kaplan September 2010 - December 2010
Stepping Stones September 2010 - December 2010
GUESS?, Inc. June 2010 - August 2010
The Daily Nexus September 2009 - June 2010
Education
London School of Economics and Political Science 2011 — 2012
MSc Social Policy and Planning, Social Policy, Political Science, Psychology, Anthropology
University of California, Santa Barbara 2008 — 2011
Bachelor of Science, Political Science
Fudan University 2010 — 2010
Political Science
School Year Abroad 2007 — 2008
The Buckley School 2001 — 2008
Diploma
UBS November 2014 - Present
Portland Communications December 2012 - November 2014
High Lantern Group July 2011 - September 2011
Kaplan September 2010 - December 2010
Stepping Stones September 2010 - December 2010
GUESS?, Inc. June 2010 - August 2010
The Daily Nexus September 2009 - June 2010
Education
London School of Economics and Political Science 2011 — 2012
MSc Social Policy and Planning, Social Policy, Political Science, Psychology, Anthropology
University of California, Santa Barbara 2008 — 2011
Bachelor of Science, Political Science
Fudan University 2010 — 2010
Political Science
School Year Abroad 2007 — 2008
The Buckley School 2001 — 2008
Diploma
Dexter Chan Dexter Chan's UBS Experience August 2011 - January 2012
Job Advisory Intern at KPMG
Industry Information Technology and Services
Experience
KPMG June 2014 - Present
Trillium Trading LLC September 2012 - June 2013
UBS August 2011 - January 2012
Cisco Systems March 2011 - June 2011
Skills
Financial Modeling, Derivatives, Management, Valuation, Corporate Finance, Capital Markets, Bloomberg, Business Planning
Education
University of Maryland College Park 2014 — 2015
Management Information Systems
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Arts (BA)
Fudan University 2011 — 2011
International Finance
KPMG June 2014 - Present
Trillium Trading LLC September 2012 - June 2013
UBS August 2011 - January 2012
Cisco Systems March 2011 - June 2011
Skills
Financial Modeling, Derivatives, Management, Valuation, Corporate Finance, Capital Markets, Bloomberg, Business Planning
Education
University of Maryland College Park 2014 — 2015
Management Information Systems
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Arts (BA)
Fudan University 2011 — 2011
International Finance
Jaime Vallecilla Jaime Vallecilla's UBS Experience February 2005 - December 2010
Job ASG Support Lead at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - Present
UBS February 2005 - December 2010
C.R. Bard September 2002 - February 2005
Shearson Lehman Bros Inc. 1986 - 1990
Skills
VSAM, Fileaid, Wealth Management, Trading Systems, CICS, Fixed Income, IBM Mainframe, TSO, JCL, Securities, Offshoring, Mainframe, SDLC, COBOL, DB2, Vendor Management, Business Analysis, Visio, Process Improvement, Requirements Analysis, Application Development, Integration, IT Management, Access, Change Management, Business Requirements, Requirements Gathering, Software Development
Education
Fordham University 1982 — 1986
BS, Computer Science, Psychology
Morgan Stanley Smith Barney January 2011 - Present
UBS February 2005 - December 2010
C.R. Bard September 2002 - February 2005
Shearson Lehman Bros Inc. 1986 - 1990
Skills
VSAM, Fileaid, Wealth Management, Trading Systems, CICS, Fixed Income, IBM Mainframe, TSO, JCL, Securities, Offshoring, Mainframe, SDLC, COBOL, DB2, Vendor Management, Business Analysis, Visio, Process Improvement, Requirements Analysis, Application Development, Integration, IT Management, Access, Change Management, Business Requirements, Requirements Gathering, Software Development
Education
Fordham University 1982 — 1986
BS, Computer Science, Psychology
Chad McCullough, CFP® Chad McCullough, CFP®'s UBS Experience July 2015 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS July 2015 - Present
PNC Wealth Management July 2013 - June 2015
JPMorgan September 2006 - June 2013
Deloitte June 1996 - December 2004
Education
Franklin College 1992 — 1996
BA, Business/Finance and BA, Accounting
UBS July 2015 - Present
PNC Wealth Management July 2013 - June 2015
JPMorgan September 2006 - June 2013
Deloitte June 1996 - December 2004
Education
Franklin College 1992 — 1996
BA, Business/Finance and BA, Accounting
Kevin Matthews's UBS Experience June 2011 - August 2011
Job Analyst at Goldman Sachs
Industry Banking
Experience
Goldman Sachs December 2013 - Present
Bank of Tokyo-Mitsubishi UFJ September 2012 - December 2013
Bank of Tokyo-Mitsubishi UFJ June 2012 - September 2012
UBS June 2011 - August 2011
Berdon LLP January 2011 - April 2011
AXA Advisors June 2010 - August 2010
Ship2School June 2010 - August 2010
Swedbank May 2009 - August 2009
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (M.S.), Accounting
Fordham University 2008 — 2012
BS, Applied Accounting and Finance
Goldman Sachs December 2013 - Present
Bank of Tokyo-Mitsubishi UFJ September 2012 - December 2013
Bank of Tokyo-Mitsubishi UFJ June 2012 - September 2012
UBS June 2011 - August 2011
Berdon LLP January 2011 - April 2011
AXA Advisors June 2010 - August 2010
Ship2School June 2010 - August 2010
Swedbank May 2009 - August 2009
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (M.S.), Accounting
Fordham University 2008 — 2012
BS, Applied Accounting and Finance
Patrick McFadden Patrick McFadden's UBS Experience January 2013 - May 2013
Job Environmental Products Broker at Marex Spectron
Industry Financial Services
Experience
Marex Spectron January 2015 - Present
Marex Spectron May 2014 - January 2015
Marex Spectron May 2013 - May 2014
UBS January 2013 - May 2013
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Critical Thinking, Financial Analysis, Bloomberg, Facebook, Economics
Education
Fordham University 2010 — 2014
Bachelor of Science, Finance
Marex Spectron January 2015 - Present
Marex Spectron May 2014 - January 2015
Marex Spectron May 2013 - May 2014
UBS January 2013 - May 2013
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Critical Thinking, Financial Analysis, Bloomberg, Facebook, Economics
Education
Fordham University 2010 — 2014
Bachelor of Science, Finance
Joe Mrugalski Joe Mrugalski's UBS Experience 2006 - 2009
Job BI, Analytics and Reporting Solution Program & Service Delivery Manager
Industry Information Technology and Services
Experience
Weight Watchers August 2011 - Present
LJM Marketing Corp. 2009 - 2011
UBS 2006 - 2009
UBS 2003 - 2006
UBS 2001 - 2002
UBS 1993 - 1996
Skills
PMO, Vendor Management, ITIL, SDLC, Service Delivery, Information Technology, IT Project & Program..., Software Project..., Infrastructure Project..., Agile & Waterfall..., Integration, Project Management
Education
Fordham University
BS, Business Administration with a concentration in Management & Quantitative Methods
ITIL Foundation
ITIL Certificate
Scrum Master
Weight Watchers August 2011 - Present
LJM Marketing Corp. 2009 - 2011
UBS 2006 - 2009
UBS 2003 - 2006
UBS 2001 - 2002
UBS 1993 - 1996
Skills
PMO, Vendor Management, ITIL, SDLC, Service Delivery, Information Technology, IT Project & Program..., Software Project..., Infrastructure Project..., Agile & Waterfall..., Integration, Project Management
Education
Fordham University
BS, Business Administration with a concentration in Management & Quantitative Methods
ITIL Foundation
ITIL Certificate
Scrum Master
Gregg Cooke's UBS Experience May 2014 - Present
Job technical cofounder at Prana Diabetes Inc.
Industry Information Technology and Services
Experience
UBS May 2014 - Present
Prana Diabetes February 2014 - Present
Technomath, LLC January 2013 - Present
Foodlander January 2014 - July 2014
SynerScope B.V. February 2013 - July 2013
Calxeda, Inc. December 2012 - April 2013
UBS AG October 2000 - November 2012
Tera Research 1994 - 2000
FYIOnline 1992 - 1994
Interferometrics 1990 - 1992
Skills
JavaScript, Social Entrepreneurship, Start-ups, Diabetes Management, Incubators, IT Strategy, Technology Evaluation, Cloud Applications, Linux, Meteor, MongoDB, Unix, Healthcare Information..., Shell Scripting, Databases, Enterprise Architecture, Vendor Relationships, Grid Computing, Distributed Systems, High Performance..., Analytics, Enterprise Software, Algorithms, Low Latency, Multithreading, C, Java, SQL, Sybase, PostgreSQL, Monte Carlo Simulation, Financial Mathematics, Quantitative Finance, System Architecture, Testing
Education
University of Chicago 2009 — 2012
Master of Science, Financial Mathematics
Frostburg State University 1983 — 1987
BS, Mathematics
Gwynn Park HS 1978 — 1982
UBS May 2014 - Present
Prana Diabetes February 2014 - Present
Technomath, LLC January 2013 - Present
Foodlander January 2014 - July 2014
SynerScope B.V. February 2013 - July 2013
Calxeda, Inc. December 2012 - April 2013
UBS AG October 2000 - November 2012
Tera Research 1994 - 2000
FYIOnline 1992 - 1994
Interferometrics 1990 - 1992
Skills
JavaScript, Social Entrepreneurship, Start-ups, Diabetes Management, Incubators, IT Strategy, Technology Evaluation, Cloud Applications, Linux, Meteor, MongoDB, Unix, Healthcare Information..., Shell Scripting, Databases, Enterprise Architecture, Vendor Relationships, Grid Computing, Distributed Systems, High Performance..., Analytics, Enterprise Software, Algorithms, Low Latency, Multithreading, C, Java, SQL, Sybase, PostgreSQL, Monte Carlo Simulation, Financial Mathematics, Quantitative Finance, System Architecture, Testing
Education
University of Chicago 2009 — 2012
Master of Science, Financial Mathematics
Frostburg State University 1983 — 1987
BS, Mathematics
Gwynn Park HS 1978 — 1982
Mark Hansen's UBS Experience 2001 - 2007
Job Director Citadel Investment Group
Industry Investment Management
Experience
Citadel Investment Group 2007 - Present
UBS 2001 - 2007
J.P. Morgan 2000 - 2001
Education
Fordham University 1996 — 2000
Citadel Investment Group 2007 - Present
UBS 2001 - 2007
J.P. Morgan 2000 - 2001
Education
Fordham University 1996 — 2000
Justin Daley's UBS Experience April 2009 - May 2014
Job Operations Control & Reference Data at Millennium Partners
Industry Financial Services
Experience
Millennium Partners June 2014 - Present
UBS April 2009 - May 2014
UBS March 2007 - December 2011
UBS December 2005 - February 2007
UBS November 2002 - November 2005
UBS January 1999 - October 2002
Skills
Portfolio Management, Wealth Management, Financial Services, Equities, Risk Management, Fixed Income, Asset Management, Mutual Funds, Series 7, Management, Project Management, Series 63, Investments, Alternative Investments, Securities
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
Master of Business Administration (M.B.A.)
Fordham University 1995 — 1998
Bachelor's Degree
Millennium Partners June 2014 - Present
UBS April 2009 - May 2014
UBS March 2007 - December 2011
UBS December 2005 - February 2007
UBS November 2002 - November 2005
UBS January 1999 - October 2002
Skills
Portfolio Management, Wealth Management, Financial Services, Equities, Risk Management, Fixed Income, Asset Management, Mutual Funds, Series 7, Management, Project Management, Series 63, Investments, Alternative Investments, Securities
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
Master of Business Administration (M.B.A.)
Fordham University 1995 — 1998
Bachelor's Degree
Kim Rehm's UBS Experience 2000 - 2002
Job Manager, Equity & International Compensation at Xylem Inc.
Industry Financial Services
Experience
Xylem Inc. August 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Smith Barney August 2002 - June 2009
UBS 2000 - 2002
NYPD 1992 - 1997
Skills
Vendor Management, Securities, Change Management, Equities, Process Improvement, Product Management, Cross-functional Team..., Mergers & Acquisitions, Portfolio Management, Relationship Management, Project Management, Risk Management, Product Marketing, Strategy, Business Analysis
Education
Fordham University 1988 — 1992
Bachelor of Science
Xylem Inc. August 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Smith Barney August 2002 - June 2009
UBS 2000 - 2002
NYPD 1992 - 1997
Skills
Vendor Management, Securities, Change Management, Equities, Process Improvement, Product Management, Cross-functional Team..., Mergers & Acquisitions, Portfolio Management, Relationship Management, Project Management, Risk Management, Product Marketing, Strategy, Business Analysis
Education
Fordham University 1988 — 1992
Bachelor of Science
Mark Schweizer's UBS Experience May 1999 - June 2001
Job Wealth Advisor
Industry Financial Services
Experience
UMB Bank July 2001 - August 2015
UBS May 1999 - June 2001
Skills
Series 7, Certified Financial..., Series 63, Series 65, Life Insurance, Strategic Financial..., Wealth Management...
Education
Friends University 1991 — 1993
BS, Business Administration
UMB Bank July 2001 - August 2015
UBS May 1999 - June 2001
Skills
Series 7, Certified Financial..., Series 63, Series 65, Life Insurance, Strategic Financial..., Wealth Management...
Education
Friends University 1991 — 1993
BS, Business Administration
Omar Zeolla's UBS Experience Desk AnalystUBSJune 2006 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS Desk AnalystUBSJune 2006 - Present
Education
Fordham 1980 — 1987
UBS Desk AnalystUBSJune 2006 - Present
Education
Fordham 1980 — 1987
Joshua Qian's UBS Experience March 2001 - September 2006
Job Senior Developer at Fannie Mae
Industry Financial Services
Experience
Fannie Mae September 2006 - Present
UBS March 2001 - September 2006
Memory Pharmaceuticals October 1999 - March 2001
Acorda Therapeutics May 1999 - October 1999
Cadus Pharmaceutical Corporation 1997 - 1999
Skills
Data Warehousing, Business Analysis, Oracle
Education
University of Bridgeport 2000 — 2001
MS, Computer Sciences
University of Illinois at Chicago 1994 — 1997
MS, Biological Sciences
Shanghai Institute of Physiology, Chinese Academy of Sciences 1991 — 1994
MS, Physiology
Fudan University 1987 — 1991
BS, Physiology
Fannie Mae September 2006 - Present
UBS March 2001 - September 2006
Memory Pharmaceuticals October 1999 - March 2001
Acorda Therapeutics May 1999 - October 1999
Cadus Pharmaceutical Corporation 1997 - 1999
Skills
Data Warehousing, Business Analysis, Oracle
Education
University of Bridgeport 2000 — 2001
MS, Computer Sciences
University of Illinois at Chicago 1994 — 1997
MS, Biological Sciences
Shanghai Institute of Physiology, Chinese Academy of Sciences 1991 — 1994
MS, Physiology
Fudan University 1987 — 1991
BS, Physiology
Jeff Santos's UBS Experience January 2005 - Present
Job Director, Fixed Income Execution Trader at UBS
Industry Financial Services
Experience
UBS January 2005 - Present
Skills
Fixed Income
Education
Fordham University
UBS January 2005 - Present
Skills
Fixed Income
Education
Fordham University
Andrew J. Lishnoff's UBS Experience June 2007 - November 2008
Job Vice President, Executive Assistant to Robert Koenigsberger, Founder, Managing Partner and Chief Investment Officer
Industry Financial Services
Experience
Gramercy Funds Management LLC ("Gramercy") September 2015 - Present
Magnetar Capital October 2014 - May 2015
Deutsche Bank November 2013 - October 2014
UBS Investment Bank March 2013 - October 2013
Merrill Lynch August 2011 - April 2012
Morgan Stanley Wealth Management November 2008 - August 2011
UBS June 2007 - November 2008
Skills
Series 7, Asset Management, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, Investments, Asset Allocation, Hedge Funds, Series 63, Bloomberg, Customer Service, Portfolio Management, Mutual Funds, Finance, Equities, Fixed Income, Capital Markets, Management, Securities, Microsoft Office, Microsoft Excel, PowerPoint, Human Resources, Event Planning, Microsoft Word
Education
Franklin Pierce College 1993 — 1999
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Wilton High School 1990 — 1993
High school Diploma
Gramercy Funds Management LLC ("Gramercy") September 2015 - Present
Magnetar Capital October 2014 - May 2015
Deutsche Bank November 2013 - October 2014
UBS Investment Bank March 2013 - October 2013
Merrill Lynch August 2011 - April 2012
Morgan Stanley Wealth Management November 2008 - August 2011
UBS June 2007 - November 2008
Skills
Series 7, Asset Management, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, Investments, Asset Allocation, Hedge Funds, Series 63, Bloomberg, Customer Service, Portfolio Management, Mutual Funds, Finance, Equities, Fixed Income, Capital Markets, Management, Securities, Microsoft Office, Microsoft Excel, PowerPoint, Human Resources, Event Planning, Microsoft Word
Education
Franklin Pierce College 1993 — 1999
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Wilton High School 1990 — 1993
High school Diploma
Henry Palacios's UBS Experience April 2011 - Present
Job Independent Information Technology and Services Professional PMP Certified
Industry Information Technology and Services
Experience
UBS April 2011 - Present
Sapien Software, LLC May 2008 - March 2011
MFX Fairfax 2008 - 2008
Avaya 2007 - 2007
Avaya 2007 - 2007
Computer Horizons 1995 - 2000
Skills
SDLC, Vendor Management, Business Analysis, Project Management, PMO, Software Development, Enterprise Software, Management, Leadership, Software Project..., Quality Assurance
Education
Fordham University
UBS April 2011 - Present
Sapien Software, LLC May 2008 - March 2011
MFX Fairfax 2008 - 2008
Avaya 2007 - 2007
Avaya 2007 - 2007
Computer Horizons 1995 - 2000
Skills
SDLC, Vendor Management, Business Analysis, Project Management, PMO, Software Development, Enterprise Software, Management, Leadership, Software Project..., Quality Assurance
Education
Fordham University
Meredith Petrocine Otterbein's UBS Experience 2012 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS 2012 - Present
Skills
Series 7, Wealth Management, Financial Analysis, Strategic Financial..., Financial Reporting
Education
Seton Hall University 2002 — 2005
Masters in Business Administration
Fordham University 1996 — 2000
BS, Accounting
Ramsey High School 1992 — 1996
UBS 2012 - Present
Skills
Series 7, Wealth Management, Financial Analysis, Strategic Financial..., Financial Reporting
Education
Seton Hall University 2002 — 2005
Masters in Business Administration
Fordham University 1996 — 2000
BS, Accounting
Ramsey High School 1992 — 1996
Mary Leitner's UBS Experience August 2014 - Present
Job Operational Risk Analyst at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
UBS December 2010 - July 2014
UBS Investment Bank 1996 - December 2010
Scudder Stevens and Clark 1991 - 1996
Merrill Lynch 1984 - 1991
Skills
Project planning and..., Business analysis, Process excellence, End user training and..., Change management, Financial reporting, IT Strategy, Investment Banking, Derivatives, Equity Derivatives, Fixed Income, Change Management, Capital Markets, Process Excellence, Asset Management, Financial Markets, Business Analysis, Equities, Middle Office, Market Data, Trading Systems, Operational Risk
Education
Iona College 1984 — 1987
MBA, Finance, General
Fordham University
Bachelor's degree
UBS August 2014 - Present
UBS December 2010 - July 2014
UBS Investment Bank 1996 - December 2010
Scudder Stevens and Clark 1991 - 1996
Merrill Lynch 1984 - 1991
Skills
Project planning and..., Business analysis, Process excellence, End user training and..., Change management, Financial reporting, IT Strategy, Investment Banking, Derivatives, Equity Derivatives, Fixed Income, Change Management, Capital Markets, Process Excellence, Asset Management, Financial Markets, Business Analysis, Equities, Middle Office, Market Data, Trading Systems, Operational Risk
Education
Iona College 1984 — 1987
MBA, Finance, General
Fordham University
Bachelor's degree
David Kwak's UBS Experience June 2014 - Present
Job Dodd Frank Compliance at UBS
Industry Law Practice
Experience
UBS June 2014 - Present
Robert Half Legal November 2013 - December 2013
Elara Capital September 2013 - November 2013
City Bar Justice Center, Consumer Bankruptcy Project August 2012 - September 2013
Robert Half Legal March 2013 - May 2013
Robert Half Legal February 2013 - February 2013
Robert Half Legal November 2011 - August 2012
A. Edward Major, Counsellors-at-Law September 2011 - October 2011
Tax and Consumer Litigation Clinic, Fordham University School of Law January 2011 - May 2011
Professor Joseph C. Sweeney, Fordham Law School January 2011 - May 2011
Skills
Dodd-Frank, Vlookup, Microsoft Excel, Chapter 7 Bankruptcy, Legal Research, Westlaw, LexisNexis, Legal Writing, Document Review, Civil Litigation, Relativity, Litigation Support, Legal Discovery, Ringtail
Education
Fordham University School of Law 2008 — 2011
JD
State University of New York at Stony Brook 2003 — 2007
BA, Cum Laude, Political Science
Bronx High School of Science 1999 — 2003
UBS June 2014 - Present
Robert Half Legal November 2013 - December 2013
Elara Capital September 2013 - November 2013
City Bar Justice Center, Consumer Bankruptcy Project August 2012 - September 2013
Robert Half Legal March 2013 - May 2013
Robert Half Legal February 2013 - February 2013
Robert Half Legal November 2011 - August 2012
A. Edward Major, Counsellors-at-Law September 2011 - October 2011
Tax and Consumer Litigation Clinic, Fordham University School of Law January 2011 - May 2011
Professor Joseph C. Sweeney, Fordham Law School January 2011 - May 2011
Skills
Dodd-Frank, Vlookup, Microsoft Excel, Chapter 7 Bankruptcy, Legal Research, Westlaw, LexisNexis, Legal Writing, Document Review, Civil Litigation, Relativity, Litigation Support, Legal Discovery, Ringtail
Education
Fordham University School of Law 2008 — 2011
JD
State University of New York at Stony Brook 2003 — 2007
BA, Cum Laude, Political Science
Bronx High School of Science 1999 — 2003
Joseph Tambaro's UBS Experience October 2006 - Present
Job Counsel at UBS
Industry Legal Services
Experience
UBS October 2006 - Present
Education
Fordham University School of Law 1992 — 1995
JD
UBS October 2006 - Present
Education
Fordham University School of Law 1992 — 1995
JD
Chris Saselu's UBS Experience May 2003 - August 2003
Job Franklin & Marshall College Graduate
Industry Financial Services
Experience
Bayou Securities May 2004 - August 2005
UBS May 2003 - August 2003
Education
Franklin & Marshall College 2003 — 2008
BA, Business, Organizations & Society
Bayou Securities May 2004 - August 2005
UBS May 2003 - August 2003
Education
Franklin & Marshall College 2003 — 2008
BA, Business, Organizations & Society
Jennifer Zinna's UBS Experience 2005 - 2008
Job Head of Regulatory Exams, BNP Paribas
Industry Banking
Experience
BNP Paribas June 2014 - Present
RBC Capital Markets July 2011 - May 2014
Barclays Capital May 2010 - July 2011
Societe Generale January 2008 - May 2010
UBS 2005 - 2008
IDB Bank 1997 - 2005
Skills
AML, Anti Money Laundering, Banking, Corporate Governance, Dodd-Frank, Finance, OFAC, Securities, USA PATRIOT Act, Financial Services
Education
Fordham University School of Law 1998 — 2002
BNP Paribas June 2014 - Present
RBC Capital Markets July 2011 - May 2014
Barclays Capital May 2010 - July 2011
Societe Generale January 2008 - May 2010
UBS 2005 - 2008
IDB Bank 1997 - 2005
Skills
AML, Anti Money Laundering, Banking, Corporate Governance, Dodd-Frank, Finance, OFAC, Securities, USA PATRIOT Act, Financial Services
Education
Fordham University School of Law 1998 — 2002
Sean Killoran's UBS Experience December 2006 - December 2011
Job Senior Manager, Product Control at Scotia Capital
Industry Financial Services
Experience
Scotia Capital December 2011 - Present
UBS December 2006 - December 2011
RBS Greenwich Capital 2003 - 2006
JPMorgan Chase 2000 - 2002
Skills
Product Control, Fixed Income, Hedge Funds, Bloomberg, Derivatives, Interest Rate..., FX Options, Middle Office, Trading, Capital Markets, Trading Systems, Equities, Credit, Credit Derivatives, Rates, Swaps
Education
Fordham University 1996 — 2000
BS, Finance
Scotia Capital December 2011 - Present
UBS December 2006 - December 2011
RBS Greenwich Capital 2003 - 2006
JPMorgan Chase 2000 - 2002
Skills
Product Control, Fixed Income, Hedge Funds, Bloomberg, Derivatives, Interest Rate..., FX Options, Middle Office, Trading, Capital Markets, Trading Systems, Equities, Credit, Credit Derivatives, Rates, Swaps
Education
Fordham University 1996 — 2000
BS, Finance
Jeffrey Cone's UBS Experience 1991 - 1993
Job Principal at The Hubb Group
Industry Management Consulting
Experience
The Hubb Group consultantArgonaut2007 - 2010
Drake Beam Morin 2001 - 2004
UBS 1991 - 1993
Skills
Executive Coaching, Coaching, Leadership Development, Team Building, Management Consulting, Strategic Planning, Change Management, Organizational..., Talent Management, Business Strategy, Strategy, Start-ups, Cross-functional Team..., Leadership, Mergers & Acquisitions
Education
Advantara Global Executive Learning and Coach Training Institute 2007 — 2008
graduate, Global Executive Coaching
New York University - Leonard N. Stern School of Business 1974 — 1976
MBA, International Finance and International Business
Franklin & Marshall College 1970 — 1974
BA, Government and Economics
The Hubb Group consultantArgonaut2007 - 2010
Drake Beam Morin 2001 - 2004
UBS 1991 - 1993
Skills
Executive Coaching, Coaching, Leadership Development, Team Building, Management Consulting, Strategic Planning, Change Management, Organizational..., Talent Management, Business Strategy, Strategy, Start-ups, Cross-functional Team..., Leadership, Mergers & Acquisitions
Education
Advantara Global Executive Learning and Coach Training Institute 2007 — 2008
graduate, Global Executive Coaching
New York University - Leonard N. Stern School of Business 1974 — 1976
MBA, International Finance and International Business
Franklin & Marshall College 1970 — 1974
BA, Government and Economics
Kathryn Wikman's UBS Experience January 2011 - Present
Job Head, HR Americas at UBS
Industry Banking
Experience
UBS January 2011 - Present
UBS January 2012 - September 2015
JPMC October 1988 - December 2010
Morgan Lewis July 1986 - October 1988
Skills
Employee Relations, Human Resources, Performance Management, Employment Law, Mergers, Mergers & Acquisitions, Talent Management, Organizational Design, Employee Engagement, HRIS, Deferred Compensation, Succession Planning, Recruiting, Career Development, Onboarding, Leadership Development, Personnel Management, Organizational..., Coaching, Talent Acquisition, Employee Benefits, Executive Coaching, HR Policies, Change Management, Leadership
Education
Fordham University School of Law 1982 — 1985
JD, law
Hofstra University 1974 — 1975
Master of Arts (M.A.), English Language and Literature, General
Molloy College 1970 — 1974
BA, English
UBS January 2011 - Present
UBS January 2012 - September 2015
JPMC October 1988 - December 2010
Morgan Lewis July 1986 - October 1988
Skills
Employee Relations, Human Resources, Performance Management, Employment Law, Mergers, Mergers & Acquisitions, Talent Management, Organizational Design, Employee Engagement, HRIS, Deferred Compensation, Succession Planning, Recruiting, Career Development, Onboarding, Leadership Development, Personnel Management, Organizational..., Coaching, Talent Acquisition, Employee Benefits, Executive Coaching, HR Policies, Change Management, Leadership
Education
Fordham University School of Law 1982 — 1985
JD, law
Hofstra University 1974 — 1975
Master of Arts (M.A.), English Language and Literature, General
Molloy College 1970 — 1974
BA, English
Scott Coya's UBS Experience 1999 - 2001
Job Municipal and Political Law Compliance
Industry Financial Services
Experience
Barclays Capital October 2014 - Present
Barclays Capital October 2013 - Present
Barclays Capital July 2010 - Present
Credit Suisse December 2003 - July 2010
New York Stock Exchange June 2002 - December 2003
UBS 1999 - 2001
Carson Group 1995 - 1998
Skills
SEC, Private Banking, Capital Markets, Derivatives, Equities, Securities, Series 7, Fixed Income, Series 63, Banking, Risk Management
Education
Fordham University 1992 — 1996
BS, Finance
Bergen Catholic 1988 — 1992
Barclays Capital October 2014 - Present
Barclays Capital October 2013 - Present
Barclays Capital July 2010 - Present
Credit Suisse December 2003 - July 2010
New York Stock Exchange June 2002 - December 2003
UBS 1999 - 2001
Carson Group 1995 - 1998
Skills
SEC, Private Banking, Capital Markets, Derivatives, Equities, Securities, Series 7, Fixed Income, Series 63, Banking, Risk Management
Education
Fordham University 1992 — 1996
BS, Finance
Bergen Catholic 1988 — 1992
Kathy Gleason Donovan's UBS Experience March 2012 - Present
Job Managing Director at UBS
Industry Real Estate
Experience
UBS March 2012 - Present
Credit Suisse March 2011 - November 2011
The Situs Companies - New York June 2009 - March 2011
Banc of America Securities 2006 - 2009
Silverstein Properties 2004 - 2006
GMAC Commercial Mortgage 1996 - 2004
Chase Manhattan Corporation June 1993 - June 1996
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
Fordham University 1989 — 1993
BS, Finance
UBS March 2012 - Present
Credit Suisse March 2011 - November 2011
The Situs Companies - New York June 2009 - March 2011
Banc of America Securities 2006 - 2009
Silverstein Properties 2004 - 2006
GMAC Commercial Mortgage 1996 - 2004
Chase Manhattan Corporation June 1993 - June 1996
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
Fordham University 1989 — 1993
BS, Finance
Judy Chow's UBS Experience July 1996 - September 1999
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Societe Generale October 2010 - 2011
Goldman Sachs April 2000 - January 2008
UBS July 1996 - September 1999
Skills
Fund Of Funds
Education
Fordham University 2003 — 2006
Master of Business Administration (MBA), Finance, General
Morgan Stanley 2011 - Present
Societe Generale October 2010 - 2011
Goldman Sachs April 2000 - January 2008
UBS July 1996 - September 1999
Skills
Fund Of Funds
Education
Fordham University 2003 — 2006
Master of Business Administration (MBA), Finance, General
Matt Hanna's UBS Experience October 2006 - March 2009
Job Regional Vice President
Industry Financial Services
Experience
Invesco Ltd. March 2010 - Present
UBS October 2006 - March 2009
Morgan Stanley March 2004 - October 2006
Education
Frostburg State University 2000 — 2003
B.A., Business Administration
Invesco Ltd. March 2010 - Present
UBS October 2006 - March 2009
Morgan Stanley March 2004 - October 2006
Education
Frostburg State University 2000 — 2003
B.A., Business Administration
Kan Eng's UBS Experience 1997 - 2009
Job Computer Software Professional
Industry Computer Software
Experience
UBS 1997 - 2009
Education
Fordham University 1976 — 1981
BS
UBS 1997 - 2009
Education
Fordham University 1976 — 1981
BS
Michael Spano, CPA's UBS Experience 1993 - 1997
Job SVP Finance at HSBC Securities
Industry Banking
Experience
HSBC Securities 2001 - Present
Bank of Tokyo-Mitsubishi 1997 - 2001
UBS 1993 - 1997
Lehman Brothers 1992 - 1993
Ernst & Young 1984 - 1992
Weinick, Sanders & Co. 1981 - 1984
Paine Webber 1980 - 1981
Skills
Derivatives, Financial Analysis, Capital Markets, Treasury, Trading, Strategic Financial..., Financial Reporting, US GAAP, IFRS, MIS, Accounting, Hedge Funds, Fixed Income, Product Control, Business Intelligence
Education
Fordham University 1976 — 1980
BS, Accounting
HSBC Securities 2001 - Present
Bank of Tokyo-Mitsubishi 1997 - 2001
UBS 1993 - 1997
Lehman Brothers 1992 - 1993
Ernst & Young 1984 - 1992
Weinick, Sanders & Co. 1981 - 1984
Paine Webber 1980 - 1981
Skills
Derivatives, Financial Analysis, Capital Markets, Treasury, Trading, Strategic Financial..., Financial Reporting, US GAAP, IFRS, MIS, Accounting, Hedge Funds, Fixed Income, Product Control, Business Intelligence
Education
Fordham University 1976 — 1980
BS, Accounting
Theresa Roman-Santiago's UBS Experience June 2006 - September 2013
Job VP IT Security at CIT
Industry Information Technology and Services
Experience
CIT September 2013 - Present
UBS June 2006 - September 2013
UBS 1999 - 2009
Bank of New York 1997 - 1999
Skills
Leadership, Customer Service, Enterprise Architecture, SDLC, Business Analysis, Vendor Management, Agile Methodologies, Project Delivery, Project Portfolio..., IT Strategy, Change Management, Project Management, Software Project..., Process Improvement, Financial Services, Trading Systems, Business Continuity, IT Operations, IT Management, Investment Banking, ITIL, PMO, Disaster Recovery, Infrastructure, Risk Management, Requirements Analysis, IT Service Management, Program Management, Integration
Education
Fordham University 1995 — 1999
BS, Finance and Information Technology
CIT September 2013 - Present
UBS June 2006 - September 2013
UBS 1999 - 2009
Bank of New York 1997 - 1999
Skills
Leadership, Customer Service, Enterprise Architecture, SDLC, Business Analysis, Vendor Management, Agile Methodologies, Project Delivery, Project Portfolio..., IT Strategy, Change Management, Project Management, Software Project..., Process Improvement, Financial Services, Trading Systems, Business Continuity, IT Operations, IT Management, Investment Banking, ITIL, PMO, Disaster Recovery, Infrastructure, Risk Management, Requirements Analysis, IT Service Management, Program Management, Integration
Education
Fordham University 1995 — 1999
BS, Finance and Information Technology
Zachary Marshall's UBS Experience February 2012 - May 2012
Job Associate at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Law Practice
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2014 - Present
Cadwalader, Wickersham & Taft LLP October 2012 - September 2014
UBS February 2012 - May 2012
Cadwalader, Wickersham & Taft LLP May 2011 - August 2011
Education
Fordham University School of Law 2009 — 2012
JD, Law
University of Michigan 2005 — 2009
BA, Psychology
Byram Hills
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2014 - Present
Cadwalader, Wickersham & Taft LLP October 2012 - September 2014
UBS February 2012 - May 2012
Cadwalader, Wickersham & Taft LLP May 2011 - August 2011
Education
Fordham University School of Law 2009 — 2012
JD, Law
University of Michigan 2005 — 2009
BA, Psychology
Byram Hills
Tom Stampfli's UBS Experience March 2011 - January 2013
Job Senior Private Banker BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2015 - Present
Barclays Wealth and Investment Management July 2013 - January 2015
UBS March 2011 - January 2013
UBS Financial Services Inc. March 2011 - January 2013
Morgan Stanley Smith Barney March 2005 - March 2011
Skills
Banking, Series 7, Wealth Management, Fixed Income, Equities, Series 63, Securities, Portfolio Management, Alternative Investments, Mutual Funds, Capital Markets, Private Banking, Asset Managment, Uniform Combined State...
Education
Fordham University 1987 — 1990
Masters Business Administration, Finance
Miami University 1978 — 1980
Bachelor of Science, Finance
BNY Mellon February 2015 - Present
Barclays Wealth and Investment Management July 2013 - January 2015
UBS March 2011 - January 2013
UBS Financial Services Inc. March 2011 - January 2013
Morgan Stanley Smith Barney March 2005 - March 2011
Skills
Banking, Series 7, Wealth Management, Fixed Income, Equities, Series 63, Securities, Portfolio Management, Alternative Investments, Mutual Funds, Capital Markets, Private Banking, Asset Managment, Uniform Combined State...
Education
Fordham University 1987 — 1990
Masters Business Administration, Finance
Miami University 1978 — 1980
Bachelor of Science, Finance
Lauren Herrick's UBS Experience September 2009 - December 2009
Job Client Financial Analyst at Ogilvy & Mather
Industry Financial Services
Experience
Ogilvy & Mather May 2014 - Present
J.P. Morgan June 2011 - May 2014
J.P. Morgan June 2010 - August 2010
Cohen & Steers January 2010 - May 2010
UBS September 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Education
Fordham University 2007 — 2011
BS, Business Administration, Finance
Ogilvy & Mather May 2014 - Present
J.P. Morgan June 2011 - May 2014
J.P. Morgan June 2010 - August 2010
Cohen & Steers January 2010 - May 2010
UBS September 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Education
Fordham University 2007 — 2011
BS, Business Administration, Finance
TJ Jordan's UBS Experience 2008 - 2008
Job Sales Executive at SEBA Metals
Industry Mining & Metals
Experience
Seba Metals 2014 - Present
Commerce Equities 2013 - 2014
Choice Energy 2010 - 2013
TNT Crane and Rigging Inc. 2009 - 2010
UBS 2008 - 2008
Skills
Natural Gas, Commodity Markets, Microsoft Excel, Financial Analysis, Energy, Commodity, Microsoft Office, Trading, Forecasting, Risk Management, Customer Service, PowerPoint, Leadership, Energy Industry, Energy Markets, Hedging, Options, Valuation, Financial Modeling, Due Diligence, Bloomberg, Finance
Education
Fordham University 2005 — 2009
BS, Business Administration, Finance
Seba Metals 2014 - Present
Commerce Equities 2013 - 2014
Choice Energy 2010 - 2013
TNT Crane and Rigging Inc. 2009 - 2010
UBS 2008 - 2008
Skills
Natural Gas, Commodity Markets, Microsoft Excel, Financial Analysis, Energy, Commodity, Microsoft Office, Trading, Forecasting, Risk Management, Customer Service, PowerPoint, Leadership, Energy Industry, Energy Markets, Hedging, Options, Valuation, Financial Modeling, Due Diligence, Bloomberg, Finance
Education
Fordham University 2005 — 2009
BS, Business Administration, Finance
Haolin Li's UBS Experience January 2010 - April 2010
Job Associate at SGCIB
Industry Investment Banking
Experience
Societe Generale US July 2011 - Present
Bank of America June 2010 - January 2011
UBS January 2010 - April 2010
Skills
Credit Analysis, Financial Analysis, Project Finance, Bloomberg, VBA, Insurance, Financial Modeling, Corporate Finance, Capital Markets, Valuation
Education
Fordham University 2009 — 2011
Master of Arts, International Political Economics
University of Pretoria/Universiteit van Pretoria 2010 — 2010
Certificate, Emerging Markets: South Africa
Sun Yat-Sen University 2005 — 2009
Bachelor, Finance
The University of Hong Kong 2007 — 2007
Exchange Study, Economics and Finance
Zhixin High School 1999 — 2005
Societe Generale US July 2011 - Present
Bank of America June 2010 - January 2011
UBS January 2010 - April 2010
Skills
Credit Analysis, Financial Analysis, Project Finance, Bloomberg, VBA, Insurance, Financial Modeling, Corporate Finance, Capital Markets, Valuation
Education
Fordham University 2009 — 2011
Master of Arts, International Political Economics
University of Pretoria/Universiteit van Pretoria 2010 — 2010
Certificate, Emerging Markets: South Africa
Sun Yat-Sen University 2005 — 2009
Bachelor, Finance
The University of Hong Kong 2007 — 2007
Exchange Study, Economics and Finance
Zhixin High School 1999 — 2005
Rayon Richards, CFE, CIA's UBS Experience January 2006 - December 2006
Job Auditor at EmblemHealth
Industry Accounting
Experience
EmblemHealth May 2014 - Present
Liberty Travel February 2013 - April 2014
SCO Family of Services September 2009 - January 2014
United Building Maintenance Group, Inc. September 2011 - November 2012
Pfizer June 2010 - June 2011
Mutual of America April 2008 - November 2009
BNY Mellon December 2006 - April 2008
UBS January 2006 - December 2006
Skills
Accounting, Auditing, Compliance SOX, FINRA, Taxations, ACL, Sarbanes-Oxley Act, Internal Audit, Tax, Internal Controls, Access Lists, Finance, Management, Risk Management, Account Reconciliation, Payroll, Financial Analysis
Education
Fordham University 2003 — 2005
BS, Accountant
State University of New York at Albany 2001 — 2003
Accounting
EmblemHealth May 2014 - Present
Liberty Travel February 2013 - April 2014
SCO Family of Services September 2009 - January 2014
United Building Maintenance Group, Inc. September 2011 - November 2012
Pfizer June 2010 - June 2011
Mutual of America April 2008 - November 2009
BNY Mellon December 2006 - April 2008
UBS January 2006 - December 2006
Skills
Accounting, Auditing, Compliance SOX, FINRA, Taxations, ACL, Sarbanes-Oxley Act, Internal Audit, Tax, Internal Controls, Access Lists, Finance, Management, Risk Management, Account Reconciliation, Payroll, Financial Analysis
Education
Fordham University 2003 — 2005
BS, Accountant
State University of New York at Albany 2001 — 2003
Accounting
Mike York's UBS Experience August 2015 - Present
Job Director, UBS Wealth Management
Industry Financial Services
Experience
UBS August 2015 - Present
JPMorgan Chase July 2013 - August 2015
UBS June 1999 - July 2013
UBS June 2006 - June 2008
Skills
Equities, Financial Services, Fixed Annuities, Fixed Income, Insurance, Mutual Funds, Series 7, Wealth Management, Series 63, Securities, Investments, Financial Planning, Asset Management, Management, Portfolio Management
Education
Fordham University 1995 — 1999
BS, Finance
UBS August 2015 - Present
JPMorgan Chase July 2013 - August 2015
UBS June 1999 - July 2013
UBS June 2006 - June 2008
Skills
Equities, Financial Services, Fixed Annuities, Fixed Income, Insurance, Mutual Funds, Series 7, Wealth Management, Series 63, Securities, Investments, Financial Planning, Asset Management, Management, Portfolio Management
Education
Fordham University 1995 — 1999
BS, Finance
Jun Mai's UBS Experience January 2011 - March 2014
Job
Industry Financial Services
Experience
Citi November 2014 - Present
Interactive Brokers Group April 2014 - October 2014
UBS January 2011 - March 2014
Morgan Stanley August 2009 - July 2010
American Express October 2006 - July 2009
Merrill Lynch August 2004 - September 2006
Skills
FATCA, International Tax, Tax, Income Tax, Tax Planning and..., Tax Reporting, Project Management, FATCA Implementation, Information Reporting, Financial Services, Corporate Tax, Financial Analysis, Microsoft Excel, Financial Accounting, Due Diligence, Microsoft Word, PowerPoint
Education
Fordham University 2010 — 2012
MS, taxation
Pace University 2002 — 2006
BBA, Accounting
Citi November 2014 - Present
Interactive Brokers Group April 2014 - October 2014
UBS January 2011 - March 2014
Morgan Stanley August 2009 - July 2010
American Express October 2006 - July 2009
Merrill Lynch August 2004 - September 2006
Skills
FATCA, International Tax, Tax, Income Tax, Tax Planning and..., Tax Reporting, Project Management, FATCA Implementation, Information Reporting, Financial Services, Corporate Tax, Financial Analysis, Microsoft Excel, Financial Accounting, Due Diligence, Microsoft Word, PowerPoint
Education
Fordham University 2010 — 2012
MS, taxation
Pace University 2002 — 2006
BBA, Accounting
Ricardo De Albuquerque's UBS Experience January 2010 - June 2010
Job Vinci Partners
Industry Financial Services
Experience
Vinci Partners April 2014 - Present
JP Morgan Asset Management July 2011 - April 2014
Goldman Sachs June 2010 - September 2010
UBS January 2010 - June 2010
US Army July 2004 - December 2007
Skills
Equity Research, Series 7, Bloomberg, Hedge Funds, Financial Markets, Bloomberg Terminal, Fixed Income, Equities, Capital Markets, Alternative Investments, Derivatives, Portfolio Management, Asset Managment, Financial Analysis, Investments, Valuation, Credit Derivatives, Structured Products, Microsoft Office, Microsoft Excel, Trading, Options
Education
Fordham University 2008 — 2011
BS, Finance. Minor Economics, Magna Cum Laude
Vinci Partners April 2014 - Present
JP Morgan Asset Management July 2011 - April 2014
Goldman Sachs June 2010 - September 2010
UBS January 2010 - June 2010
US Army July 2004 - December 2007
Skills
Equity Research, Series 7, Bloomberg, Hedge Funds, Financial Markets, Bloomberg Terminal, Fixed Income, Equities, Capital Markets, Alternative Investments, Derivatives, Portfolio Management, Asset Managment, Financial Analysis, Investments, Valuation, Credit Derivatives, Structured Products, Microsoft Office, Microsoft Excel, Trading, Options
Education
Fordham University 2008 — 2011
BS, Finance. Minor Economics, Magna Cum Laude
Richard Luongo's UBS Experience 2004 - 2006
Job Director at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services May 2006 - Present
UBS 2004 - 2006
ubs 1998 - 2006
UBS 1998 - 2004
Skills
Prime Brokerage, FX Options, Hedge Funds, Equities, Fixed Income, Derivatives, Capital Markets, Investment Banking, Bloomberg, Alternative Investments, Asset Management, Middle Office, Options, Portfolio Management, Securities, Financial Markets, Trading, Financial Services, Back Office, Series 7, Investments, Swaps, Trading Systems, Credit Derivatives
Education
Fordham University 1986 — 1990
Bachelor, Management
GlobeOp Financial Services May 2006 - Present
UBS 2004 - 2006
ubs 1998 - 2006
UBS 1998 - 2004
Skills
Prime Brokerage, FX Options, Hedge Funds, Equities, Fixed Income, Derivatives, Capital Markets, Investment Banking, Bloomberg, Alternative Investments, Asset Management, Middle Office, Options, Portfolio Management, Securities, Financial Markets, Trading, Financial Services, Back Office, Series 7, Investments, Swaps, Trading Systems, Credit Derivatives
Education
Fordham University 1986 — 1990
Bachelor, Management
Roberto Ristorucci's UBS Experience 2004 - 2005
Job Associate Lawyer at Clifford Chance
Industry Law Practice
Experience
Clifford Chance US LLP March 2011 - Present
JPMorgan Chase 2005 - 2008
JPMorgan Chase 2005 - 2008
JPMorgan Chase 2005 - 2008
UBS 2004 - 2005
UBS 2004 - 2005
UBS 2004 - 2005
Education
Fordham Law School 2000 — 2003
J.D.
Clifford Chance US LLP March 2011 - Present
JPMorgan Chase 2005 - 2008
JPMorgan Chase 2005 - 2008
JPMorgan Chase 2005 - 2008
UBS 2004 - 2005
UBS 2004 - 2005
UBS 2004 - 2005
Education
Fordham Law School 2000 — 2003
J.D.
Laura Madera Nadal's UBS Experience June 2011 - August 2011
Job Account Manager at Trusted Translations
Industry Marketing and Advertising
Experience
Trusted Translations March 2015 - Present
Mente Argentina October 2014 - February 2015
Mente Argentina April 2013 - October 2014
MEC, Studios September 2011 - November 2012
Fordham University, Modern Language Department October 2010 - January 2012
UBS June 2011 - August 2011
JWT advertising June 2010 - August 2010
JMVisuals February 2010 - May 2010
Skills
Social Media, Adobe Creative Suite, Photoshop, Public Speaking, Event Planning, Graphic Design, Blogging, Photography, Public Relations, Digital Photography, InDesign, Microsoft Office, Spanish
Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Escuela Superior de Creativos Publicitarios 2013 — 2013
Art Director, Commercial and Advertising Art
Fordham University 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Trusted Translations March 2015 - Present
Mente Argentina October 2014 - February 2015
Mente Argentina April 2013 - October 2014
MEC, Studios September 2011 - November 2012
Fordham University, Modern Language Department October 2010 - January 2012
UBS June 2011 - August 2011
JWT advertising June 2010 - August 2010
JMVisuals February 2010 - May 2010
Skills
Social Media, Adobe Creative Suite, Photoshop, Public Speaking, Event Planning, Graphic Design, Blogging, Photography, Public Relations, Digital Photography, InDesign, Microsoft Office, Spanish
Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Escuela Superior de Creativos Publicitarios 2013 — 2013
Art Director, Commercial and Advertising Art
Fordham University 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Patricia Ying Ding's UBS Experience June 2013 - Present
Job Master of Finance Candidate at MIT Sloan School of Management
Industry Financial Services
Experience
UBS June 2013 - Present
Fairhaven Capital January 2013 - February 2013
BNY Mellon February 2012 - April 2012
Barclays Capital June 2011 - September 2011
AIESEC 2008 - 2010
Skills
Financial Modeling, Corporate Finance, Derivatives, Structured Products, Investment Research, Bloomberg, Finance, Investments, Mergers & Acquisitions
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Master's degree, Finance, General
Harvard Business School 2013 — 2013
Cross-registered student
Fudan University 2008 — 2012
Bachelor, Finance
UC Berkeley 2010 — 2011
Exchange Student, Economics, Finance, Chemistry
High School Affiliated to Fudan University 2006 — 2008
UBS June 2013 - Present
Fairhaven Capital January 2013 - February 2013
BNY Mellon February 2012 - April 2012
Barclays Capital June 2011 - September 2011
AIESEC 2008 - 2010
Skills
Financial Modeling, Corporate Finance, Derivatives, Structured Products, Investment Research, Bloomberg, Finance, Investments, Mergers & Acquisitions
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Master's degree, Finance, General
Harvard Business School 2013 — 2013
Cross-registered student
Fudan University 2008 — 2012
Bachelor, Finance
UC Berkeley 2010 — 2011
Exchange Student, Economics, Finance, Chemistry
High School Affiliated to Fudan University 2006 — 2008
Kimberly Eckels's UBS Experience November 2000 - June 2008
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley June 2008 - December 2013
UBS November 2000 - June 2008
Skills
Portfolio Management, Project Management, Series 99, Financial Risk, Settlement, Risk Management
Education
Penn State University 1997 — 1999
Bachelor of Science (BS), Health Policy and Administration (HPA)
Franklin & Marshall College 1995 — 1997
Morgan Stanley January 2014 - Present
Morgan Stanley June 2008 - December 2013
UBS November 2000 - June 2008
Skills
Portfolio Management, Project Management, Series 99, Financial Risk, Settlement, Risk Management
Education
Penn State University 1997 — 1999
Bachelor of Science (BS), Health Policy and Administration (HPA)
Franklin & Marshall College 1995 — 1997
Myles Spatz's UBS Experience January 2010 - December 2012
Job Client Service Representative at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
UBS January 2010 - December 2012
UBS May 2006 - January 2010
Merrill Lynch June 2004 - May 2006
AmeriCorps, Literacy Volunteers September 2002 - August 2003
Skills
Options, Collateral Management, Equities, Derivatives, Securities, Equity Derivatives, Business Analysis
Education
American University of Rome 2003 — 2003
International Business, Intensive Italian
University of Maryland - Robert H. Smith School of Business 1999 — 2002
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Frostburg State University 1998 — 1999
General Studies
Wells Fargo January 2013 - Present
UBS January 2010 - December 2012
UBS May 2006 - January 2010
Merrill Lynch June 2004 - May 2006
AmeriCorps, Literacy Volunteers September 2002 - August 2003
Skills
Options, Collateral Management, Equities, Derivatives, Securities, Equity Derivatives, Business Analysis
Education
American University of Rome 2003 — 2003
International Business, Intensive Italian
University of Maryland - Robert H. Smith School of Business 1999 — 2002
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Frostburg State University 1998 — 1999
General Studies
Jason Cope's UBS Experience May 2013 - January 2014
Job Visual Design and Multimedia Professional
Industry Online Media
Experience
Hannover Direct November 2014 - February 2015
UBS May 2013 - January 2014
Institute For Integrative Nutrition October 2012 - November 2012
Artist Arena 2007 - 2012
Falco Design March 2006 - June 2007
DiversityInc April 2005 - December 2005
Contemporary Image October 2003 - April 2005
Mall Advertising May 2001 - February 2002
etown.com April 2000 - February 2001
Skills
HTML, CSS, Drupal, Photoshop, Illustrator, Digital Photography, Dreamweaver, Graphics, Advertising, Web Design, Image Manipulation, Brochures, User Interface Design, Art Direction, Adobe Creative Suite, Typography, Graphic Design, Flash, Motion Graphics, Flyers, Mac, User Experience, Interaction Design, After Effects, Premiere, Web Development, Video Editing, Illustration, HTML 5, CMS, Motion Design, Animation, Digital Media, Brand Development, Email Marketing, Creative Direction, OS X, Social Media Marketing, Online Marketing, Adobe Fireworks, Facebook, SEO, Banners, Corporate Identity, CSS3, User Experience Design, Photography, Logo Design, InDesign, User Interface
Education
Full Sail University 1997 — 1998
Digital Media, Digital Communication and Media/Multimedia
Ocean County College 1994 — 2006
Associate of Arts (A.A.), Fine Art
Hannover Direct November 2014 - February 2015
UBS May 2013 - January 2014
Institute For Integrative Nutrition October 2012 - November 2012
Artist Arena 2007 - 2012
Falco Design March 2006 - June 2007
DiversityInc April 2005 - December 2005
Contemporary Image October 2003 - April 2005
Mall Advertising May 2001 - February 2002
etown.com April 2000 - February 2001
Skills
HTML, CSS, Drupal, Photoshop, Illustrator, Digital Photography, Dreamweaver, Graphics, Advertising, Web Design, Image Manipulation, Brochures, User Interface Design, Art Direction, Adobe Creative Suite, Typography, Graphic Design, Flash, Motion Graphics, Flyers, Mac, User Experience, Interaction Design, After Effects, Premiere, Web Development, Video Editing, Illustration, HTML 5, CMS, Motion Design, Animation, Digital Media, Brand Development, Email Marketing, Creative Direction, OS X, Social Media Marketing, Online Marketing, Adobe Fireworks, Facebook, SEO, Banners, Corporate Identity, CSS3, User Experience Design, Photography, Logo Design, InDesign, User Interface
Education
Full Sail University 1997 — 1998
Digital Media, Digital Communication and Media/Multimedia
Ocean County College 1994 — 2006
Associate of Arts (A.A.), Fine Art
Rudolph Robinson's UBS Experience February 2008 - February 2010
Job Banking Professional
Industry Banking
Experience
HSH Nordbank 2010 - 2012
UBS February 2008 - February 2010
Skills
Accounting, Income tax, Television Producing, Banking, Financial Reporting, Financial Analysis, Financial Statement..., Cash Flow, Cash Management
Education
Fordham University 1989 — 1995
Bachelor of Science (BS), Accounting
Syracuse University
HSH Nordbank 2010 - 2012
UBS February 2008 - February 2010
Skills
Accounting, Income tax, Television Producing, Banking, Financial Reporting, Financial Analysis, Financial Statement..., Cash Flow, Cash Management
Education
Fordham University 1989 — 1995
Bachelor of Science (BS), Accounting
Syracuse University
Peter Oh's UBS Experience October 2014 - August 2015
Job Trade and Processing Specialist at UBS
Industry Financial Services
Experience
UBS October 2014 - August 2015
Financial Information Forum August 2013 - August 2014
Celtic Building Supplies June 2013 - August 2013
Byoung P. Inc., Grand Develop & Holding Corp. September 2009 - August 2013
Fordham University September 2010 - May 2011
Skills
Financial Analysis, Microsoft Word, PowerPoint, Microsoft Excel, Bloomberg Terminal, Windows, Mac OS, Public Speaking, Access, Outlook, Microsoft Office, Analysis, Data Analysis, Management, Facebook, Training, Research
Education
Fordham University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Yonsei University 2011 — 2012
Study Abroad Program, Electives in Business Administration
UBS October 2014 - August 2015
Financial Information Forum August 2013 - August 2014
Celtic Building Supplies June 2013 - August 2013
Byoung P. Inc., Grand Develop & Holding Corp. September 2009 - August 2013
Fordham University September 2010 - May 2011
Skills
Financial Analysis, Microsoft Word, PowerPoint, Microsoft Excel, Bloomberg Terminal, Windows, Mac OS, Public Speaking, Access, Outlook, Microsoft Office, Analysis, Data Analysis, Management, Facebook, Training, Research
Education
Fordham University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Yonsei University 2011 — 2012
Study Abroad Program, Electives in Business Administration
Tony Vallario's UBS Experience December 2011 - Present
Job MLPG Investigations at UBS
Industry Financial Services
Experience
UBS December 2011 - Present
UBS FS December 2008 - December 2011
Skills
Fixed Income, Capital Markets, Hedge Funds, Due Diligence, Trading, Financial Modeling, Financial Analysis, Options, Corporate Law, Trading Systems, Finance
Education
Fordham University 2012 — 2013
Master of Business Administration (M.B.A.)
Indiana University Bloomington 2008 — 2009
Master of Science (M.S.), Sports Management
UBS December 2011 - Present
UBS FS December 2008 - December 2011
Skills
Fixed Income, Capital Markets, Hedge Funds, Due Diligence, Trading, Financial Modeling, Financial Analysis, Options, Corporate Law, Trading Systems, Finance
Education
Fordham University 2012 — 2013
Master of Business Administration (M.B.A.)
Indiana University Bloomington 2008 — 2009
Master of Science (M.S.), Sports Management
S. Abella's UBS Experience May 2007 - May 2008
Job Fixed Income Associate
Industry Investment Management
Experience
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) April 2014 - Present
Moody's Investors Service October 2010 - March 2014
Moody's Investors Service September 2008 - October 2010
UBS May 2007 - May 2008
BNY Mellon 2005 - 2005
Skills
Credit Analysis, Credit Risk, Credit Rating, Oil & Gas Industry, Energy, Fixed Income, Valuation, Financial Modeling, Financial Analysis, Finance, Bloomberg, Corporate Finance, Analysis, Investments, Capital Markets, Bloomberg Terminal, Financial Risk, Data Analysis
Education
Fordham University
Bachelor of Science (B.S.)
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) April 2014 - Present
Moody's Investors Service October 2010 - March 2014
Moody's Investors Service September 2008 - October 2010
UBS May 2007 - May 2008
BNY Mellon 2005 - 2005
Skills
Credit Analysis, Credit Risk, Credit Rating, Oil & Gas Industry, Energy, Fixed Income, Valuation, Financial Modeling, Financial Analysis, Finance, Bloomberg, Corporate Finance, Analysis, Investments, Capital Markets, Bloomberg Terminal, Financial Risk, Data Analysis
Education
Fordham University
Bachelor of Science (B.S.)
Jenice Cedano's UBS Experience May 2011 - February 2015
Job Controller at Truman Capital Advisors
Industry Financial Services
Experience
Truman Capital Advisors March 2015 - Present
UBS May 2011 - February 2015
SAC Capital August 2009 - August 2010
Greywolf Capital March 2006 - March 2009
Gabelli & Partners March 2005 - March 2006
MIO Partners, Inc. December 2002 - March 2005
PwC September 1998 - January 2001
Education
Fordham University 1994 — 1998
Bachelor's degree, Accounting, Summa cum laude
Truman Capital Advisors March 2015 - Present
UBS May 2011 - February 2015
SAC Capital August 2009 - August 2010
Greywolf Capital March 2006 - March 2009
Gabelli & Partners March 2005 - March 2006
MIO Partners, Inc. December 2002 - March 2005
PwC September 1998 - January 2001
Education
Fordham University 1994 — 1998
Bachelor's degree, Accounting, Summa cum laude
Athena Woods's UBS Experience September 2001 - August 2007
Job Desktop Technician at OtterBox
Industry Consumer Goods
Experience
OtterBox 2014 - Present
OtterBox October 2011 - 2014
UBS September 2001 - August 2007
Skills
Customer Service, Compliance, Microsoft Excel, Internet, 10 Key, Microsoft Word, Social Media, Network Security, Network Administration, Office Administration, PowerPoint, Typing, Visio, Windows, Time Management, Microsoft Office, Customer Satisfaction, Process Improvement, Troubleshooting, Outlook, Inventory Management, Employee Training
Education
Front Range Community College
Associate of Science (AS), Computer Science, 3.5
OtterBox 2014 - Present
OtterBox October 2011 - 2014
UBS September 2001 - August 2007
Skills
Customer Service, Compliance, Microsoft Excel, Internet, 10 Key, Microsoft Word, Social Media, Network Security, Network Administration, Office Administration, PowerPoint, Typing, Visio, Windows, Time Management, Microsoft Office, Customer Satisfaction, Process Improvement, Troubleshooting, Outlook, Inventory Management, Employee Training
Education
Front Range Community College
Associate of Science (AS), Computer Science, 3.5
Linda A. Trainor's UBS Experience 1996 - 1997
Job Manager at American Express
Industry Financial Services
Experience
American Express October 2012 - Present
Brookdale Community College January 2003 - Present
Princeton eCom 2000 - 2002
Merrill Lynch 1998 - 2000
Fordham University 1997 - 1998
UBS 1996 - 1997
Morgan Stanley 1994 - 1996
Bankers Trust 1992 - 1994
Skills
Proficient in Microsoft..., Competitive Analysis, Strategy, Leadership, CRM, Analysis, Program Management, Management
Education
Fordham University 1996 — 1998
Master of Business Administration (MBA), Management Systems (Strategic Planning and International Business Designations), GPA 3.85
The College of New Jersey 1988 — 1992
Bachelor of Science (BS), Business Administration and Management
American Express October 2012 - Present
Brookdale Community College January 2003 - Present
Princeton eCom 2000 - 2002
Merrill Lynch 1998 - 2000
Fordham University 1997 - 1998
UBS 1996 - 1997
Morgan Stanley 1994 - 1996
Bankers Trust 1992 - 1994
Skills
Proficient in Microsoft..., Competitive Analysis, Strategy, Leadership, CRM, Analysis, Program Management, Management
Education
Fordham University 1996 — 1998
Master of Business Administration (MBA), Management Systems (Strategic Planning and International Business Designations), GPA 3.85
The College of New Jersey 1988 — 1992
Bachelor of Science (BS), Business Administration and Management
Peter Gennari's UBS Experience June 2007 - May 2008
Job Equity Research Sales at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities September 2013 - Present
Lazard Capital Markets May 2008 - September 2013
UBS June 2007 - May 2008
Prudential Financial February 2000 - June 2007
Skills
Equities, Equity Research, Bloomberg, Fixed Income, Sales, Series 63, Capital Markets, Series 7, Hedge Funds, Securities, Electronic Trading, Alternative Investments, Equity Trading, FINRA, Financial Modeling, Valuation
Education
Fordham University 2004 — 2009
Master of Business Administration (MBA), Finance, General
Iona College 1996 — 2000
Bachelor's degree, Finance, General
Guggenheim Securities September 2013 - Present
Lazard Capital Markets May 2008 - September 2013
UBS June 2007 - May 2008
Prudential Financial February 2000 - June 2007
Skills
Equities, Equity Research, Bloomberg, Fixed Income, Sales, Series 63, Capital Markets, Series 7, Hedge Funds, Securities, Electronic Trading, Alternative Investments, Equity Trading, FINRA, Financial Modeling, Valuation
Education
Fordham University 2004 — 2009
Master of Business Administration (MBA), Finance, General
Iona College 1996 — 2000
Bachelor's degree, Finance, General
John DeBoer's UBS Experience January 2007 - September 2009
Job Independent Financial Advisor at Cambridge Investment Research, Inc.
Industry Investment Management
Experience
Cambridge Investment Research March 2011 - Present
FBT Investments June 2010 - March 2011
Ameriprise Financial Services, Inc. September 2009 - June 2010
UBS January 2007 - September 2009
Essix General Agency July 1996 - October 2006
Skills
Financial Planning, Retirement Planning, Retirement, Wealth Management, Investment Strategies, Portfolio Management, Mutual Funds, Risk Management, Securities, Insurance
Education
Fullerton College
Cambridge Investment Research March 2011 - Present
FBT Investments June 2010 - March 2011
Ameriprise Financial Services, Inc. September 2009 - June 2010
UBS January 2007 - September 2009
Essix General Agency July 1996 - October 2006
Skills
Financial Planning, Retirement Planning, Retirement, Wealth Management, Investment Strategies, Portfolio Management, Mutual Funds, Risk Management, Securities, Insurance
Education
Fullerton College
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.