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
Janine Holloway Janine Holloway's UBS Experience May 2011 - August 2011
Job Building Performance Advisor at SOL VISTA
Industry Environmental Services
Experience
SOL VISTA July 2014 - Present
SOL VISTA June 2014 - June 2014
Climate Institute May 2013 - September 2013
American Council On Renewable Energy (ACORE) May 2013 - August 2013
Disasters and Environment Conference January 2013 - January 2013
National Council for Science and the Environment July 2012 - August 2012
UBS May 2011 - August 2011
Cleary Gottlieb Steen & Hamilton LLP May 2010 - August 2010
Sea Education Association August 2009 - August 2009
Skills
Environmental Awareness, Renewable Energy, Blogging, Research, Environmental Issues, Sustainability, Sustainable Development, E-Learning, Policy Analysis, Environmental Policy, Microsoft Office, Policy, Sustainable Business, Environmental Science, Energy, Public Speaking
Education
Haverford College 2010 — 2014
Bachelor of Arts (BA), Growth and Structure of Cities Major, Environmental Studies Minor, Economics Minor
Danish Institute for Study Abroad 2012 — 2012
Sustainable Technology and Business Practices
Sidwell Friends High School 2006 — 2010
Georgetown University 2009 — 2009
Environmental Science and Policy
SOL VISTA July 2014 - Present
SOL VISTA June 2014 - June 2014
Climate Institute May 2013 - September 2013
American Council On Renewable Energy (ACORE) May 2013 - August 2013
Disasters and Environment Conference January 2013 - January 2013
National Council for Science and the Environment July 2012 - August 2012
UBS May 2011 - August 2011
Cleary Gottlieb Steen & Hamilton LLP May 2010 - August 2010
Sea Education Association August 2009 - August 2009
Skills
Environmental Awareness, Renewable Energy, Blogging, Research, Environmental Issues, Sustainability, Sustainable Development, E-Learning, Policy Analysis, Environmental Policy, Microsoft Office, Policy, Sustainable Business, Environmental Science, Energy, Public Speaking
Education
Haverford College 2010 — 2014
Bachelor of Arts (BA), Growth and Structure of Cities Major, Environmental Studies Minor, Economics Minor
Danish Institute for Study Abroad 2012 — 2012
Sustainable Technology and Business Practices
Sidwell Friends High School 2006 — 2010
Georgetown University 2009 — 2009
Environmental Science and Policy
Julie Holton Julie Holton's UBS Experience April 2012 - September 2014
Job Regional Manager at BPV Capital Management Back Porch Vista
Industry Financial Services
Experience
BPV Capital Management - Back Porch Vista September 2014 - Present
UBS April 2012 - September 2014
UBS 2010 - 2012
UBS 2008 - 2010
Skills
Wealth Management, Investments, Fixed Income, Series 7, Mutual Funds, Equities, Portfolio Management, Financial Analysis, Series 63, Strategic Financial..., Banking, Hedge Funds, Retirement Planning, Risk Management, Asset Management, Financial Planning
Education
Georgia College and State University
Bachelor of Business Administration (BBA), Accounting
BPV Capital Management - Back Porch Vista September 2014 - Present
UBS April 2012 - September 2014
UBS 2010 - 2012
UBS 2008 - 2010
Skills
Wealth Management, Investments, Fixed Income, Series 7, Mutual Funds, Equities, Portfolio Management, Financial Analysis, Series 63, Strategic Financial..., Banking, Hedge Funds, Retirement Planning, Risk Management, Asset Management, Financial Planning
Education
Georgia College and State University
Bachelor of Business Administration (BBA), Accounting
Sarah (Leslie) Kuenzel Sarah (Leslie) Kuenzel's UBS Experience February 2011 - August 2011
Job HR Associate at The Boston Consulting Group
Industry Human Resources
Experience
The Boston Consulting Group January 2014 - Present
The Boston Consulting Group September 2011 - December 2013
UBS February 2011 - August 2011
Fresh and Fancy Catered Events Inc. July 2006 - February 2011
Intercontinental Toronto Centre September 2010 - December 2010
Skills
HRIS, New Hire Orientations, Employee Benefits, Screening, Human Resources, Time Management, Training
Education
George Brown College 2010 — 2010
Certificate, Human Resources Management
University of Central Florida at the Rosen College of Hospitality
Bachelor of Science, Hospitality Management
Lakeland Senior High School
The Boston Consulting Group January 2014 - Present
The Boston Consulting Group September 2011 - December 2013
UBS February 2011 - August 2011
Fresh and Fancy Catered Events Inc. July 2006 - February 2011
Intercontinental Toronto Centre September 2010 - December 2010
Skills
HRIS, New Hire Orientations, Employee Benefits, Screening, Human Resources, Time Management, Training
Education
George Brown College 2010 — 2010
Certificate, Human Resources Management
University of Central Florida at the Rosen College of Hospitality
Bachelor of Science, Hospitality Management
Lakeland Senior High School
Charlie Holloway, CFP®, CDFA™ Charlie Holloway, CFP®, CDFA™'s UBS Experience 2007 - 2008
Job Managing Associate at Henssler Financial
Industry Financial Services
Experience
Henssler Financial 2008 - Present
UBS 2007 - 2008
Homrich Berg 2004 - 2007
Wachovia Securities 2000 - 2004
Skills
Investments, Alternative Investments, Bloomberg Terminal, Investment Strategies, Investment Management, Asset Allocation, Financial Modeling, Financial Analysis, Asset Managment, Wealth Management, Portfolio Management
Education
Georgia Tech 1995 — 2000
Bachelor of Science (B.S.), Management
The Lovett School 1989 — 1995
Henssler Financial 2008 - Present
UBS 2007 - 2008
Homrich Berg 2004 - 2007
Wachovia Securities 2000 - 2004
Skills
Investments, Alternative Investments, Bloomberg Terminal, Investment Strategies, Investment Management, Asset Allocation, Financial Modeling, Financial Analysis, Asset Managment, Wealth Management, Portfolio Management
Education
Georgia Tech 1995 — 2000
Bachelor of Science (B.S.), Management
The Lovett School 1989 — 1995
Eric Vorchheimer Eric Vorchheimer's UBS Experience September 2012 - December 2012
Job Investment Banking Analyst at Citi
Industry Financial Services
Experience
Citi February 2015 - Present
BMO Capital Markets July 2014 - January 2015
VBC Capital, LLC July 2012 - May 2014
Strive For College October 2011 - January 2014
J.P. Morgan June 2013 - August 2013
UBS September 2012 - December 2012
Indego Africa May 2012 - August 2012
Trebizond Investments, LLC May 2011 - July 2012
Ivy Insiders April 2011 - August 2011
Skills
Microsoft Office, Leadership, Financial Analysis, Stock Market, Stock Trading, Stock Picking, Salesforce.com, Investments, Analysis, Research, Portfolio Management, Valuation
Education
Georgetown University - The McDonough School of Business 2010 — 2014
BBA, Finance and International Business
Summit High School
Citi February 2015 - Present
BMO Capital Markets July 2014 - January 2015
VBC Capital, LLC July 2012 - May 2014
Strive For College October 2011 - January 2014
J.P. Morgan June 2013 - August 2013
UBS September 2012 - December 2012
Indego Africa May 2012 - August 2012
Trebizond Investments, LLC May 2011 - July 2012
Ivy Insiders April 2011 - August 2011
Skills
Microsoft Office, Leadership, Financial Analysis, Stock Market, Stock Trading, Stock Picking, Salesforce.com, Investments, Analysis, Research, Portfolio Management, Valuation
Education
Georgetown University - The McDonough School of Business 2010 — 2014
BBA, Finance and International Business
Summit High School
Michael Roman Michael Roman's UBS Experience June 2011 - August 2011
Job Development Analyst at Turnberry Associates
Industry Real Estate
Experience
Turnberry Associates October 2014 - Present
Fifteen Group May 2013 - October 2014
Equity One, Inc August 2012 - April 2013
LEÓN, MAYER & Co August 2011 - May 2012
UBS June 2011 - August 2011
United States Department of the Treasury, Office of Emergency Programs August 2009 - December 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Business Strategy, Real Estate, Private Equity, Investment Banking
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
The University of Hong Kong
Economics and Politics (United States)
Georgetown University - The McDonough School of Business
Economics
Turnberry Associates October 2014 - Present
Fifteen Group May 2013 - October 2014
Equity One, Inc August 2012 - April 2013
LEÓN, MAYER & Co August 2011 - May 2012
UBS June 2011 - August 2011
United States Department of the Treasury, Office of Emergency Programs August 2009 - December 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Business Strategy, Real Estate, Private Equity, Investment Banking
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
The University of Hong Kong
Economics and Politics (United States)
Georgetown University - The McDonough School of Business
Economics
Cynthia D'Andrea's UBS Experience 2012 - 2012
Job Financial Sales and Analytics at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP August 2014 - Present
CaixaBank July 2013 - July 2014
UBS 2012 - 2012
Skills
Microsoft Excel, Financial Analysis, Bloomberg, Financial Modeling, Microsoft Office, Valuation, Management, Asset Management, PowerPoint, Microsoft Word, Economics, Leadership, Data Analysis, Customer Service, Access
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and International Business
Universitat Pompeu Fabra (ESCI) 2011 — 2011
Bloomberg LP August 2014 - Present
CaixaBank July 2013 - July 2014
UBS 2012 - 2012
Skills
Microsoft Excel, Financial Analysis, Bloomberg, Financial Modeling, Microsoft Office, Valuation, Management, Asset Management, PowerPoint, Microsoft Word, Economics, Leadership, Data Analysis, Customer Service, Access
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and International Business
Universitat Pompeu Fabra (ESCI) 2011 — 2011
Susan Cunningham's UBS Experience September 2007 - September 2008
Job Principal/ Business Development at TriAltea USA Columbia Content
Industry Publishing
Experience
TriAltea USA - Columbia Content September 2008 - Present
UBS September 2007 - September 2008
Citi June 1994 - September 2007
Skills
Emerging Markets, Portfolio Management, Investments, Alternative Investments, Equities, Private Equity, Investment Banking, Marketing Strategy, Financial Services, Wealth Management, Fixed Income, Marketing, Budgets, Capital Markets, Series 7, Business Strategy, Cross-functional Team..., Business Planning, Trusts, Fiduciary Services, Project Management, New Business Development, Product Launch, Relationship Management, Client Relations, Strategic Partnerships, Liaison
Education
Thunderbird School of Global Management 1992 — 1993
Master of Business Administration (MBA), International Business
Georgetown University 1986 — 1988
BSFS, International/Global Studies
Randolph-Macon Woman's College 1984 — 1986
International/Global Studies
TriAltea USA - Columbia Content September 2008 - Present
UBS September 2007 - September 2008
Citi June 1994 - September 2007
Skills
Emerging Markets, Portfolio Management, Investments, Alternative Investments, Equities, Private Equity, Investment Banking, Marketing Strategy, Financial Services, Wealth Management, Fixed Income, Marketing, Budgets, Capital Markets, Series 7, Business Strategy, Cross-functional Team..., Business Planning, Trusts, Fiduciary Services, Project Management, New Business Development, Product Launch, Relationship Management, Client Relations, Strategic Partnerships, Liaison
Education
Thunderbird School of Global Management 1992 — 1993
Master of Business Administration (MBA), International Business
Georgetown University 1986 — 1988
BSFS, International/Global Studies
Randolph-Macon Woman's College 1984 — 1986
International/Global Studies
Laura Lifland Laura Lifland's UBS Experience August 2004 - September 2009
Job Business Development at FX Transparency, LLC
Industry Financial Services
Experience
FX Transparency, LLC September 2015 - Present
Citi December 2009 - November 2014
UBS August 2004 - September 2009
JPMorgan Chase September 1997 - August 2004
Skills
Capital Markets, Financial Markets, FX Options, Fixed Income, Trading, Investment Banking, Board of Directors, Outdoor Education, Non-profit Leadership, FX Derivatives, Derivatives, Relationship Management, Relationship Building, Sales, Emerging Markets, High Net Worth...
Education
New York University 1999 — 2003
Master of Business Administration (M.B.A.), Finance, General
Georgetown University 1990 — 1994
Bachelor's Degree, Political Science and Government
FX Transparency, LLC September 2015 - Present
Citi December 2009 - November 2014
UBS August 2004 - September 2009
JPMorgan Chase September 1997 - August 2004
Skills
Capital Markets, Financial Markets, FX Options, Fixed Income, Trading, Investment Banking, Board of Directors, Outdoor Education, Non-profit Leadership, FX Derivatives, Derivatives, Relationship Management, Relationship Building, Sales, Emerging Markets, High Net Worth...
Education
New York University 1999 — 2003
Master of Business Administration (M.B.A.), Finance, General
Georgetown University 1990 — 1994
Bachelor's Degree, Political Science and Government
Kim Hardman Kim Hardman's UBS Experience June 2012 - August 2012
Job Advisor Sales Associate at Horizon Investments
Industry Investment Management
Experience
Horizon Investments March 2014 - Present
Horizon Investments January 2014 - March 2014
UBS June 2012 - August 2012
The Focus Group June 2011 - August 2011
Skills
Investments, Financial Advisory, Financial Analysis, Mutual Funds, Morningstar Direct, Bloomberg Terminal, Market Research, Data Analysis, Finance, Microsoft Office, Microsoft Excel
Education
Furman University 2009 — 2013
Bachelor's Degree, Business Administration
Consortium Institute of Management and Business Administration (CIMBA) 2011 — 2011
Business Management
Durham Academy 2005 — 2009
High School
Horizon Investments March 2014 - Present
Horizon Investments January 2014 - March 2014
UBS June 2012 - August 2012
The Focus Group June 2011 - August 2011
Skills
Investments, Financial Advisory, Financial Analysis, Mutual Funds, Morningstar Direct, Bloomberg Terminal, Market Research, Data Analysis, Finance, Microsoft Office, Microsoft Excel
Education
Furman University 2009 — 2013
Bachelor's Degree, Business Administration
Consortium Institute of Management and Business Administration (CIMBA) 2011 — 2011
Business Management
Durham Academy 2005 — 2009
High School
Danielle Oristian York Danielle Oristian York's UBS Experience September 2000 - August 2005
Job Director, 21/64 Engaging and Advising the Next Generation
Industry Philanthropy
Experience
21/64 at the Andrea and Charles Bronfman Philanthropies June 2012 - Present
Pitcairn Family Office June 2006 - June 2012
UBS September 2000 - August 2005
Skills
Wealth Management, Estate Planning, Wealth Management..., High Net Worth..., Wealth, Investment Advisory, Beneficiary Development, Financial Education, Engagement of the Next..., Family Business, Family Philanthropy, Family Foundations, Non-profit...
Education
Cannon Financial Institute 2010 — 2011
Cannon Trust
Georgetown University 2006 — 2010
Post Graduate Program, The Bowen Center for the Study of the Family
James Madison University 1996 — 2000
Communication, Marketing and PR
Academy of the Holy Cross
21/64 at the Andrea and Charles Bronfman Philanthropies June 2012 - Present
Pitcairn Family Office June 2006 - June 2012
UBS September 2000 - August 2005
Skills
Wealth Management, Estate Planning, Wealth Management..., High Net Worth..., Wealth, Investment Advisory, Beneficiary Development, Financial Education, Engagement of the Next..., Family Business, Family Philanthropy, Family Foundations, Non-profit...
Education
Cannon Financial Institute 2010 — 2011
Cannon Trust
Georgetown University 2006 — 2010
Post Graduate Program, The Bowen Center for the Study of the Family
James Madison University 1996 — 2000
Communication, Marketing and PR
Academy of the Holy Cross
Aaron Feltman Aaron Feltman's UBS Experience September 2010 - June 2011
Job Federal Consultant at IBM
Industry Management Consulting
Experience
IBM July 2015 - Present
Students of Georgetown, Inc. February 2014 - May 2015
Students of Georgetown, Inc. September 2012 - February 2014
City College of New York July 2012 - August 2012
UBS September 2010 - June 2011
World Education Services July 2010 - August 2010
Education
Georgetown University 2012 — 2015
Bachelor of Arts (B.A.), Economics
Vanderbilt University 2011 — 2012
Bergen County Academies 2007 — 2011
High School Diploma, International Baccalaureate Diploma
IBM July 2015 - Present
Students of Georgetown, Inc. February 2014 - May 2015
Students of Georgetown, Inc. September 2012 - February 2014
City College of New York July 2012 - August 2012
UBS September 2010 - June 2011
World Education Services July 2010 - August 2010
Education
Georgetown University 2012 — 2015
Bachelor of Arts (B.A.), Economics
Vanderbilt University 2011 — 2012
Bergen County Academies 2007 — 2011
High School Diploma, International Baccalaureate Diploma
Madhav Jai Paul's UBS Experience June 2014 - November 2014
Job Founder at Madhav Paul IT Consulting & Web Design
Industry
Experience
Georgetown Collegiate Investors, LLC September 2014 - Present
Madhav Paul IT Consulting & Web Design June 2010 - Present
MUFG in the Americas June 2015 - August 2015
Georgetown University Journal of Health Sciences September 2013 - May 2015
UBS June 2014 - November 2014
Georgetown University Student Investment Fund September 2013 - June 2014
Nevrivy Patent Law Group August 2013 - January 2014
GenProMarkers, Inc. June 2013 - August 2013
Integrated Life Sciences, UMD August 2012 - May 2013
FDA January 2012 - June 2012
Skills
Microsoft Office, Research, Photoshop, Social Media, HTML, Editing, Event Planning, Data Analysis, Website Development, Community Outreach, Spanish, Management, Facebook, Nonprofits, Analysis, Leadership, IT Consulting, Database Design and..., Tutoring, Microarray Analysis, Microsoft Excel, Agarose Gel..., Western Blotting, Fluorescence Microscopy, Microsoft Powerpoint, Public Speaking, Microsoft Word, PowerPoint
Education
Georgetown University 2013 — 2016
Bachelor of Science (B.S.), Human Science, Minor: Economics
University of Maryland College Park 2012 — 2013
Neurobiology & Physiology, Dean's List
Paint Branch High School 2008 — 2012
High School
Georgetown Collegiate Investors, LLC September 2014 - Present
Madhav Paul IT Consulting & Web Design June 2010 - Present
MUFG in the Americas June 2015 - August 2015
Georgetown University Journal of Health Sciences September 2013 - May 2015
UBS June 2014 - November 2014
Georgetown University Student Investment Fund September 2013 - June 2014
Nevrivy Patent Law Group August 2013 - January 2014
GenProMarkers, Inc. June 2013 - August 2013
Integrated Life Sciences, UMD August 2012 - May 2013
FDA January 2012 - June 2012
Skills
Microsoft Office, Research, Photoshop, Social Media, HTML, Editing, Event Planning, Data Analysis, Website Development, Community Outreach, Spanish, Management, Facebook, Nonprofits, Analysis, Leadership, IT Consulting, Database Design and..., Tutoring, Microarray Analysis, Microsoft Excel, Agarose Gel..., Western Blotting, Fluorescence Microscopy, Microsoft Powerpoint, Public Speaking, Microsoft Word, PowerPoint
Education
Georgetown University 2013 — 2016
Bachelor of Science (B.S.), Human Science, Minor: Economics
University of Maryland College Park 2012 — 2013
Neurobiology & Physiology, Dean's List
Paint Branch High School 2008 — 2012
High School
Alvaro Vivanco's UBS Experience June 2006 - October 2011
Job Latin American Strategist at BBVA
Industry Financial Services
Experience
BBVA October 2011 - Present
UBS June 2006 - October 2011
The World Bank July 2004 - July 2006
Skills
Fixed Income, Emerging Markets, Global Macro, Bonds, Financial Markets, Interest Rate..., Currency
Education
Harvard University 2002 — 2004
MPA, International Economics
Georgetown University 1996 — 2000
BSFS, Economics
BBVA October 2011 - Present
UBS June 2006 - October 2011
The World Bank July 2004 - July 2006
Skills
Fixed Income, Emerging Markets, Global Macro, Bonds, Financial Markets, Interest Rate..., Currency
Education
Harvard University 2002 — 2004
MPA, International Economics
Georgetown University 1996 — 2000
BSFS, Economics
Joe Buchanan Joe Buchanan's UBS Experience November 2007 - January 2010
Job Buchanan Wealth Advisory
Industry Financial Services
Experience
Buchanan Wealth Advisory December 2011 - Present
Morgan Stanley Smith Barney November 2009 - December 2011
UBS November 2007 - January 2010
Skills
Investments, Risk Management, Mergers, Business Strategy, Start-ups, Strategic Planning, Entrepreneurship, Financial Services, Management Consulting, Change Management, New Business Development, Banking, Mergers & Acquisitions, Finance, Strategy, Management, Executive Management, Wealth Management
Education
University of San Francisco - Masagung Graduate School of Management 1992 — 1994
MBA, International Finance
Georgia Institute of Technology 1981 — 1984
BSChE, Chemical Engineering
Buchanan Wealth Advisory December 2011 - Present
Morgan Stanley Smith Barney November 2009 - December 2011
UBS November 2007 - January 2010
Skills
Investments, Risk Management, Mergers, Business Strategy, Start-ups, Strategic Planning, Entrepreneurship, Financial Services, Management Consulting, Change Management, New Business Development, Banking, Mergers & Acquisitions, Finance, Strategy, Management, Executive Management, Wealth Management
Education
University of San Francisco - Masagung Graduate School of Management 1992 — 1994
MBA, International Finance
Georgia Institute of Technology 1981 — 1984
BSChE, Chemical Engineering
Victoria Hood's UBS Experience June 2012 - December 2012
Job Head of Market Positioning and Industry Relations, Marketplaces at Thomson Reuters
Industry Marketing and Advertising
Experience
Thomson Reuters September 2013 - Present
UBS June 2012 - December 2012
ICAP plc September 2008 - November 2011
ICAP plc November 2006 - September 2008
EBS Dealing Resources October 2003 - November 2006
Independent Marketing Communications Consultant November 2000 - October 2003
Swapit December 1999 - September 2000
Agency.com August 1998 - December 1999
Independent Copywriter 1993 - 1998
Skills
Brand Management, Marketing Strategy, Corporate Communications, Business, Creative Direction, Relationship Management, E-commerce, B2B Marketing, Direct Marketing, Market Research, Strategic Planning, Management, Marketing, Marketing Management, Marketing Communications, New Business Development, Program Management, Business Development, Sales Operations, Digital Marketing, Integrated Marketing, Online Marketing, Lead Generation, Competitive Analysis, Strategic Partnerships
Education
Wellesley College 1992 — 1999
Bachelor of Arts, Spanish Language and Literature (17th century)
Georgetown University
Spanish Language and Literature
Phillips Academy Andover
Thomson Reuters September 2013 - Present
UBS June 2012 - December 2012
ICAP plc September 2008 - November 2011
ICAP plc November 2006 - September 2008
EBS Dealing Resources October 2003 - November 2006
Independent Marketing Communications Consultant November 2000 - October 2003
Swapit December 1999 - September 2000
Agency.com August 1998 - December 1999
Independent Copywriter 1993 - 1998
Skills
Brand Management, Marketing Strategy, Corporate Communications, Business, Creative Direction, Relationship Management, E-commerce, B2B Marketing, Direct Marketing, Market Research, Strategic Planning, Management, Marketing, Marketing Management, Marketing Communications, New Business Development, Program Management, Business Development, Sales Operations, Digital Marketing, Integrated Marketing, Online Marketing, Lead Generation, Competitive Analysis, Strategic Partnerships
Education
Wellesley College 1992 — 1999
Bachelor of Arts, Spanish Language and Literature (17th century)
Georgetown University
Spanish Language and Literature
Phillips Academy Andover
Robert Di Taranti Robert Di Taranti's UBS Experience August 2015 - Present
Job Head of Payroll Americas at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
UBS July 2012 - Present
UBS April 2011 - August 2012
UBS August 2007 - March 2011
UBS November 2000 - July 2007
PaineWebber October 1995 - November 2000
United Jersey Bank 1987 - October 1995
Merrill Lynch February 1983 - 1987
Skills
Payroll, Human Resources, PeopleSoft, Financial Services, Portfolio Management, Risk Management, Business Analysis, Change Management, Leadership, Wealth Management, Project Management, Management, Business Process..., Customer Service, Mergers & Acquisitions, Vendor Management, Performance Management, Employee Benefits, Finance, Banking, Process Improvement, Call Centers, Analysis, Recruiting, Outsourcing, Strategy, CRM, Talent Management
Education
Georgetown University 1978 — 1982
B.S., International Business
UBS August 2015 - Present
UBS July 2012 - Present
UBS April 2011 - August 2012
UBS August 2007 - March 2011
UBS November 2000 - July 2007
PaineWebber October 1995 - November 2000
United Jersey Bank 1987 - October 1995
Merrill Lynch February 1983 - 1987
Skills
Payroll, Human Resources, PeopleSoft, Financial Services, Portfolio Management, Risk Management, Business Analysis, Change Management, Leadership, Wealth Management, Project Management, Management, Business Process..., Customer Service, Mergers & Acquisitions, Vendor Management, Performance Management, Employee Benefits, Finance, Banking, Process Improvement, Call Centers, Analysis, Recruiting, Outsourcing, Strategy, CRM, Talent Management
Education
Georgetown University 1978 — 1982
B.S., International Business
Alec Waugh Alec Waugh's UBS Experience August 2015 - Present
Job Associate Director at UBS
Industry Information Technology and Services
Experience
UBS August 2015 - Present
Fruit of the Loom March 2013 - June 2015
Fruit of the Loom July 2010 - March 2013
LexisNexis September 2008 - June 2010
ChoicePoint February 2006 - September 2008
ChoicePoint June 2005 - February 2006
Horn Murdock Cole 2004 - 2005
Ricoh Corporation September 2003 - October 2004
Procter and Gamble Company June 2000 - September 2003
ASCAP 1995 - 1997
Skills
Disaster Recovery, IT Audit, Business Continuity, Security, Business Continuity..., Governance, Information Security, SDLC, IT Strategy, Project Management, Storage, Data Center, Information Technology, Sarbanes-Oxley Act, Business Analysis, Enterprise Architecture, Vendor Management, Business Process, Virtualization, Business Intelligence, IT Management, Management, Outsourcing, Integration, Cloud Computing, Software Documentation, Team Leadership, Visio, Enterprise Software, Process Improvement, IT Service Management, Leadership, Solution Architecture, Strategy, Risk Management, Training, Business Process..., SharePoint, ITIL, Program Management, Testing, Project Portfolio..., COBIT, IT Operations, Cross-functional Team..., Servers, High Availability, Strategic Planning, Requirements Analysis, PMO
Education
Georgia Institute of Technology - Georgia Tech College of Management 1997 — 1999
MSM, IT and Accounting
Kennesaw State University 1988 — 1991
BS, Political Science
Samford University 1988 — 1988
Public Administration
Georgia Institute of Technology 1986 — 1988
Master of Business Administration (MBA), Information Technology and Accounting
Marietta High School 1982 — 1986
College Prep
UBS August 2015 - Present
Fruit of the Loom March 2013 - June 2015
Fruit of the Loom July 2010 - March 2013
LexisNexis September 2008 - June 2010
ChoicePoint February 2006 - September 2008
ChoicePoint June 2005 - February 2006
Horn Murdock Cole 2004 - 2005
Ricoh Corporation September 2003 - October 2004
Procter and Gamble Company June 2000 - September 2003
ASCAP 1995 - 1997
Skills
Disaster Recovery, IT Audit, Business Continuity, Security, Business Continuity..., Governance, Information Security, SDLC, IT Strategy, Project Management, Storage, Data Center, Information Technology, Sarbanes-Oxley Act, Business Analysis, Enterprise Architecture, Vendor Management, Business Process, Virtualization, Business Intelligence, IT Management, Management, Outsourcing, Integration, Cloud Computing, Software Documentation, Team Leadership, Visio, Enterprise Software, Process Improvement, IT Service Management, Leadership, Solution Architecture, Strategy, Risk Management, Training, Business Process..., SharePoint, ITIL, Program Management, Testing, Project Portfolio..., COBIT, IT Operations, Cross-functional Team..., Servers, High Availability, Strategic Planning, Requirements Analysis, PMO
Education
Georgia Institute of Technology - Georgia Tech College of Management 1997 — 1999
MSM, IT and Accounting
Kennesaw State University 1988 — 1991
BS, Political Science
Samford University 1988 — 1988
Public Administration
Georgia Institute of Technology 1986 — 1988
Master of Business Administration (MBA), Information Technology and Accounting
Marietta High School 1982 — 1986
College Prep
William B. Finnerty, CIMA, CPWA, CMFC William B. Finnerty, CIMA, CPWA, CMFC's UBS Experience January 2004 - Present
Job Managing Director UBS Financial Services Inc. Private Wealth Management
Industry Financial Services
Experience
UBS January 2004 - Present
Merrill Lynch January 1995 - December 2003
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA)
Investment Management Consultants Association (IMCA)
Certified Private Wealth Advisor (CPWA)
College for Financial Planning
Chartered Mutual Fund Counselor (CMFC)
Georgetown University - The McDonough School of Business 1990 — 1994
Finance
UBS January 2004 - Present
Merrill Lynch January 1995 - December 2003
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA)
Investment Management Consultants Association (IMCA)
Certified Private Wealth Advisor (CPWA)
College for Financial Planning
Chartered Mutual Fund Counselor (CMFC)
Georgetown University - The McDonough School of Business 1990 — 1994
Finance
Tucker McDermott's UBS Experience 2002 - 2005
Job CoFounder and Head of Business Development
Industry Investment Management
Experience
Fay Servicing, LLC January 2008 - Present
Stifel Nicolaus 2005 - 2007
UBS 2002 - 2005
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Finance, Marketing, Accounting
Georgetown University 1993 — 1997
BSBA
Delbarton 1988 — 1993
Fay Servicing, LLC January 2008 - Present
Stifel Nicolaus 2005 - 2007
UBS 2002 - 2005
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Finance, Marketing, Accounting
Georgetown University 1993 — 1997
BSBA
Delbarton 1988 — 1993
Catherine Stineman Catherine Stineman's UBS Experience February 2011 - May 2011
Job Assistant Ecommerce Manager at Serena & Lily
Industry Retail
Experience
Serena & Lily July 2015 - Present
Ralph Lauren June 2015 - July 2015
Ralph Lauren June 2013 - June 2015
Ralph Lauren June 2012 - August 2012
Gabelli Asset Management May 2012 - June 2012
UBS February 2011 - May 2011
Gabelli Asset Management May 2010 - June 2010
Education
Georgetown University - The McDonough School of Business 2009 — 2013
B.S. in Business Administration, Finance, Sophomore and Junior
Darien High School 2005 — 2009
Freshman, Sophomore, Junior, Senior
Serena & Lily July 2015 - Present
Ralph Lauren June 2015 - July 2015
Ralph Lauren June 2013 - June 2015
Ralph Lauren June 2012 - August 2012
Gabelli Asset Management May 2012 - June 2012
UBS February 2011 - May 2011
Gabelli Asset Management May 2010 - June 2010
Education
Georgetown University - The McDonough School of Business 2009 — 2013
B.S. in Business Administration, Finance, Sophomore and Junior
Darien High School 2005 — 2009
Freshman, Sophomore, Junior, Senior
Camille Ashley's UBS Experience June 2006 - August 2006
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. July 2012 - Present
Cowen and Company June 2011 - August 2011
Wachovia, A Wells Fargo Company February 2010 - June 2010
Wachovia, A Wells Fargo Company June 2007 - February 2010
UBS June 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, Capital Markets, LBO, Mergers, DCF, Investments, Mergers & Acquisitions, Fixed Income, Portfolio Management, Entrepreneurship, Venture Capital, Bloomberg, Emerging Markets, Business Valuation, M&A experience
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Georgetown University 2003 — 2007
BSFS, magna cum laude, International Relations
St. Paul's School 1999 — 2003
magna cum laude
SYA Spain
Harris Williams & Co. July 2012 - Present
Cowen and Company June 2011 - August 2011
Wachovia, A Wells Fargo Company February 2010 - June 2010
Wachovia, A Wells Fargo Company June 2007 - February 2010
UBS June 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, Capital Markets, LBO, Mergers, DCF, Investments, Mergers & Acquisitions, Fixed Income, Portfolio Management, Entrepreneurship, Venture Capital, Bloomberg, Emerging Markets, Business Valuation, M&A experience
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Georgetown University 2003 — 2007
BSFS, magna cum laude, International Relations
St. Paul's School 1999 — 2003
magna cum laude
SYA Spain
Jennifer Susco, CFP®'s UBS Experience 2007 - Present
Job Account Vice President at UBS
Industry Financial Services
Experience
UBS 2007 - Present
Education
Georgetown University
UBS 2007 - Present
Education
Georgetown University
Andrew Casteel Andrew Casteel's UBS Experience June 2008 - August 2008
Job Vice President at WS Wealth Management, LLC
Industry Investment Management
Experience
Bluemont Capital Advisors, LLC April 2013 - October 2013
PJM Capital January 2010 - May 2012
UBS June 2008 - August 2008
LaBranche Structured Products August 2005 - July 2007
Booz Allen Hamilton April 2004 - June 2005
Skills
Trading, Investments, Futures, ETFs, CTAs, Equities, Fixed Income, Commodity, Currency, Derivatives, Series 3, Capital Markets, Financial Modeling, Asset Managment, Financial Analysis, Valuation, Risk Management, Financial Markets, Emerging Markets, Securities, Trend Following, Value Investing, Global Macro, Bloomberg, Managed Futures, Wealth Management, Credit, Asset Allocation, Hedge Funds
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
The College of William and Mary 1999 — 2003
BBA, Finance
Georgetown University
Certificate in Financial Planning
London School of Economics and Political Science
Summer School Programme
Bluemont Capital Advisors, LLC April 2013 - October 2013
PJM Capital January 2010 - May 2012
UBS June 2008 - August 2008
LaBranche Structured Products August 2005 - July 2007
Booz Allen Hamilton April 2004 - June 2005
Skills
Trading, Investments, Futures, ETFs, CTAs, Equities, Fixed Income, Commodity, Currency, Derivatives, Series 3, Capital Markets, Financial Modeling, Asset Managment, Financial Analysis, Valuation, Risk Management, Financial Markets, Emerging Markets, Securities, Trend Following, Value Investing, Global Macro, Bloomberg, Managed Futures, Wealth Management, Credit, Asset Allocation, Hedge Funds
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
The College of William and Mary 1999 — 2003
BBA, Finance
Georgetown University
Certificate in Financial Planning
London School of Economics and Political Science
Summer School Programme
Stewart Koch Stewart Koch's UBS Experience May 2008 - April 2009
Job Wealth Management Associate
Industry Financial Services
Experience
J.P. Morgan August 2011 - Present
Merrill Lynch September 2010 - August 2011
Morgan Stanley Smith Barney May 2009 - August 2009
UBS May 2008 - April 2009
Skills
Portfolio Management, Market Research, Bloomberg, Manage Client..., Social Skills, Microsoft Excel, Mutual Funds
Education
Furman University 2006 — 2010
Bachelor of Arts, Business Administration
duPont Manual High School 2002 — 2006
Math, Science, and Technology Magnet
J.P. Morgan August 2011 - Present
Merrill Lynch September 2010 - August 2011
Morgan Stanley Smith Barney May 2009 - August 2009
UBS May 2008 - April 2009
Skills
Portfolio Management, Market Research, Bloomberg, Manage Client..., Social Skills, Microsoft Excel, Mutual Funds
Education
Furman University 2006 — 2010
Bachelor of Arts, Business Administration
duPont Manual High School 2002 — 2006
Math, Science, and Technology Magnet
Harpaul Alberto Kohli Harpaul Alberto Kohli's UBS Experience March 2004 - May 2004
Job Economist; Record Label Owner/CEO; DJ
Industry Public Policy
Experience
Abora Recordings September 2012 - Present
Centennial Group International & the Emerging Markets Forum December 2004 - Present
UBS March 2004 - May 2004
Wesley Clark for President November 2003 - February 2004
Harvard Mathematics Department September 2002 - January 2003
Congressional Office of the 8th District of Virginia June 2000 - September 2000
First Eastern Investment Group (China) July 1999 - August 1999
Garcia Moreno Prison, Ecuador June 1997 - July 1997
Skills
Databases, Econometrics, Technology Management, Policy Analysis, Public Policy, Research, Data Analysis, Economics, Statistics, Policy, Non-profits, Analysis, Spanish, Qualitative Research, Economic Development, Nonprofits, Management, Public Speaking, International Relations, Politics, Fundraising, Grant Writing, International..., Program Evaluation, Proposal Writing, Government, Teaching, Budgets, Foreign Policy, SPSS, Political Science
Education
Georgetown University - The McDonough School of Business 2007 — 2010
MBA, emphasis on Financial Markets & Public Policy and on Psychology
Harvard University 1998 — 2003
A.B., cum laude, Mathematics and Philosophy
St. Albans School 1994 — 1998
cum laude
Abora Recordings September 2012 - Present
Centennial Group International & the Emerging Markets Forum December 2004 - Present
UBS March 2004 - May 2004
Wesley Clark for President November 2003 - February 2004
Harvard Mathematics Department September 2002 - January 2003
Congressional Office of the 8th District of Virginia June 2000 - September 2000
First Eastern Investment Group (China) July 1999 - August 1999
Garcia Moreno Prison, Ecuador June 1997 - July 1997
Skills
Databases, Econometrics, Technology Management, Policy Analysis, Public Policy, Research, Data Analysis, Economics, Statistics, Policy, Non-profits, Analysis, Spanish, Qualitative Research, Economic Development, Nonprofits, Management, Public Speaking, International Relations, Politics, Fundraising, Grant Writing, International..., Program Evaluation, Proposal Writing, Government, Teaching, Budgets, Foreign Policy, SPSS, Political Science
Education
Georgetown University - The McDonough School of Business 2007 — 2010
MBA, emphasis on Financial Markets & Public Policy and on Psychology
Harvard University 1998 — 2003
A.B., cum laude, Mathematics and Philosophy
St. Albans School 1994 — 1998
cum laude
Andy Blocker Andy Blocker's UBS Experience March 2009 - December 2013
Job Executive Vice President at SIFMA
Industry Financial Services
Experience
SIFMA January 2014 - Present
UBS March 2009 - December 2013
NYSE Euronext September 2002 - March 2009
American Airlines January 1998 - September 2002
The White House October 1995 - December 1997
U.S. Senate Budget Committee February 1994 - October 1995
U.S. Representative Martin Frost February 1992 - February 1994
Skills
Capital Markets, Hedge Funds, Securities, Investments, Strategic Planning, Private Equity, Equities, Trading, Alternative Investments, Fixed Income, Investment Banking, Mergers, Mergers & Acquisitions, Strategy, Emerging Markets, Derivatives, Investor Relations, Portfolio Management, Economics, Risk Management, Public Policy, Legislative Relations, Regulatory Affairs, Political Risk Analysis, Team Management, Engaging Speaker, Financial Markets, Bloomberg, Public Speaking
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, International Business
Harvard University 1986 — 1990
AB, Economics
Eleanor Roosevelt High School 1982 — 1986
Physics
SIFMA January 2014 - Present
UBS March 2009 - December 2013
NYSE Euronext September 2002 - March 2009
American Airlines January 1998 - September 2002
The White House October 1995 - December 1997
U.S. Senate Budget Committee February 1994 - October 1995
U.S. Representative Martin Frost February 1992 - February 1994
Skills
Capital Markets, Hedge Funds, Securities, Investments, Strategic Planning, Private Equity, Equities, Trading, Alternative Investments, Fixed Income, Investment Banking, Mergers, Mergers & Acquisitions, Strategy, Emerging Markets, Derivatives, Investor Relations, Portfolio Management, Economics, Risk Management, Public Policy, Legislative Relations, Regulatory Affairs, Political Risk Analysis, Team Management, Engaging Speaker, Financial Markets, Bloomberg, Public Speaking
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, International Business
Harvard University 1986 — 1990
AB, Economics
Eleanor Roosevelt High School 1982 — 1986
Physics
Duff Armstrong's UBS Experience July 2007 - April 2009
Job Executive Recruiter at Creative Financial Staffing (CFS)
Industry Staffing and Recruiting
Experience
Armstrong Financial, LLC January 2010 - December 2014
UBS July 2007 - April 2009
Brokers' Risk Placement Service, Inc. September 2005 - June 2007
Coastal Discount Stockbrokers June 2000 - August 2005
Skills
Securities, Investments, Interviews, Recruiting, Microsoft Excel, GIF, Financial Analysis, Finance
Education
The University of Chicago Booth School of Business 2005 — 2008
2008, Finance, International Business
Furman University 1996 — 2000
Business
Armstrong Financial, LLC January 2010 - December 2014
UBS July 2007 - April 2009
Brokers' Risk Placement Service, Inc. September 2005 - June 2007
Coastal Discount Stockbrokers June 2000 - August 2005
Skills
Securities, Investments, Interviews, Recruiting, Microsoft Excel, GIF, Financial Analysis, Finance
Education
The University of Chicago Booth School of Business 2005 — 2008
2008, Finance, International Business
Furman University 1996 — 2000
Business
Alice Lo Alice Lo's UBS Experience June 2015 - August 2015
Job Student at Georgetown University
Industry
Experience
UBS June 2015 - August 2015
Georgetown University May 2013 - May 2015
Pan American Development Foundation September 2014 - December 2014
Skills
PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Research, Social Media, Microsoft Excel, Residential Communities, Spanish, Data Analysis
Education
Georgetown University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Operations and Information Management
American School of Tegucigalpa 2010 — 2012
International Baccaleureate Diploma
Affiliated Senior High School of National Taiwan Normal University 2009 — 2010
UBS June 2015 - August 2015
Georgetown University May 2013 - May 2015
Pan American Development Foundation September 2014 - December 2014
Skills
PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Research, Social Media, Microsoft Excel, Residential Communities, Spanish, Data Analysis
Education
Georgetown University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Operations and Information Management
American School of Tegucigalpa 2010 — 2012
International Baccaleureate Diploma
Affiliated Senior High School of National Taiwan Normal University 2009 — 2010
F. William Van Kirk Jr. F. William Van Kirk Jr.'s UBS Experience 2003 - 2008
Job LPL Registered Principal
Industry Financial Services
Experience
Van Kirk Wealth Advisors 2014 - Present
Stifel Financial Corp. 2008 - 2014
UBS 2003 - 2008
UBS Paine Webber 2000 - 2003
Education
Georgia Institute of Technology
Van Kirk Wealth Advisors 2014 - Present
Stifel Financial Corp. 2008 - 2014
UBS 2003 - 2008
UBS Paine Webber 2000 - 2003
Education
Georgia Institute of Technology
Jeremy A. Newton, CFP® Jeremy A. Newton, CFP®'s UBS Experience April 2015 - Present
Job Registered Client Associate at UBS
Industry Banking
Experience
UBS April 2015 - Present
SunTrust Bank June 2011 - April 2015
PNC December 2010 - June 2011
Wachovia, A Wells Fargo Company January 2006 - December 2010
Skills
Consumer Lending, Mutual Funds, Wealth Management..., Retirement Planning, Credit, Private Banking, Asset Allocation, Loan Origination, Wealth Management, Commercial Lending, Banking, Small Business Lending, Financial Services, Commercial Banking, Microsoft Excel, Relationship Management, Securities, Finance, Series 63, Loans, Sales Management, Mortgage Lending, Investment Advisory, Financial Advisory, Strategic Financial..., Insurance, Management, Financial Planning, Leadership
Education
Louisiana Tech University
Bachelor's of Science, Finance
Louisiana Tech University
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Georgetown University 2012 — 2013
Certificate, Financial Planning and Services
UBS April 2015 - Present
SunTrust Bank June 2011 - April 2015
PNC December 2010 - June 2011
Wachovia, A Wells Fargo Company January 2006 - December 2010
Skills
Consumer Lending, Mutual Funds, Wealth Management..., Retirement Planning, Credit, Private Banking, Asset Allocation, Loan Origination, Wealth Management, Commercial Lending, Banking, Small Business Lending, Financial Services, Commercial Banking, Microsoft Excel, Relationship Management, Securities, Finance, Series 63, Loans, Sales Management, Mortgage Lending, Investment Advisory, Financial Advisory, Strategic Financial..., Insurance, Management, Financial Planning, Leadership
Education
Louisiana Tech University
Bachelor's of Science, Finance
Louisiana Tech University
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Georgetown University 2012 — 2013
Certificate, Financial Planning and Services
Alyssa Sherriff Alyssa Sherriff's UBS Experience June 2008 - August 2008
Job Associate at Brody Wilkinson PC
Industry Law Practice
Experience
Brody Wilkinson PC July 2011 - Present
Sound Title LLC October 2009 - June 2011
Day Pitney LLP May 2009 - July 2009
UBS June 2008 - August 2008
Copernicus Marketing Consulting 2005 - 2007
Skills
Estate Administration, Estate Planning, Real Estate, Trusts, Estate Law, Legal Writing, Legal Research, Wills
Education
Quinnipiac University School of Law 2007 — 2010
J.D.
Georgetown University 2001 — 2005
B.S, Marketing and International Business
Brody Wilkinson PC July 2011 - Present
Sound Title LLC October 2009 - June 2011
Day Pitney LLP May 2009 - July 2009
UBS June 2008 - August 2008
Copernicus Marketing Consulting 2005 - 2007
Skills
Estate Administration, Estate Planning, Real Estate, Trusts, Estate Law, Legal Writing, Legal Research, Wills
Education
Quinnipiac University School of Law 2007 — 2010
J.D.
Georgetown University 2001 — 2005
B.S, Marketing and International Business
Vishal Seernani Vishal Seernani's UBS Experience January 2010 - May 2011
Job Associate | Atlas Holdings LLC
Industry Venture Capital & Private Equity
Experience
Atlas Holdings LLC July 2015 - Present
SunTrust Robinson Humphrey June 2012 - June 2015
SunTrust Robinson Humphrey May 2011 - August 2011
UBS January 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, Investment Banking, Analysis, Valuation, Microsoft Office, Corporate Finance, Data Analysis, Finance, Mergers & Acquisitions, Bloomberg, Leadership, Investments, Business Analysis
Education
Georgia Institute of Technology
Bachelor of Science in Business Administration
Atlas Holdings LLC July 2015 - Present
SunTrust Robinson Humphrey June 2012 - June 2015
SunTrust Robinson Humphrey May 2011 - August 2011
UBS January 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, Investment Banking, Analysis, Valuation, Microsoft Office, Corporate Finance, Data Analysis, Finance, Mergers & Acquisitions, Bloomberg, Leadership, Investments, Business Analysis
Education
Georgia Institute of Technology
Bachelor of Science in Business Administration
Jacqueline Corrado's UBS Experience May 2011 - June 2013
Job Recruiting Strategy and Marketing at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2013 - Present
UBS May 2011 - June 2013
HSBC December 2010 - April 2011
Evivia Web Tools July 2010 - December 2010
Georgetown University September 2007 - May 2010
Mosaic International Institute February 2009 - April 2009
MTV3 June 2008 - August 2008
Georgetown University 2007 - 2008
Trapeze School New York 2007 - 2008
Skills
Spanish, Portuguese, Marketing Communications, Social Networking, Internal Communications, Enterprise Social..., PowerPoint, Social Media, Management, Research, Building Relationships, Presentations, Strategy, Social Media Marketing, Marketing, Online Advertising, Market Research, Project Management, CRM, Leadership
Education
Georgetown University 2006 — 2010
B.S.
UBS Wealth Management June 2013 - Present
UBS May 2011 - June 2013
HSBC December 2010 - April 2011
Evivia Web Tools July 2010 - December 2010
Georgetown University September 2007 - May 2010
Mosaic International Institute February 2009 - April 2009
MTV3 June 2008 - August 2008
Georgetown University 2007 - 2008
Trapeze School New York 2007 - 2008
Skills
Spanish, Portuguese, Marketing Communications, Social Networking, Internal Communications, Enterprise Social..., PowerPoint, Social Media, Management, Research, Building Relationships, Presentations, Strategy, Social Media Marketing, Marketing, Online Advertising, Market Research, Project Management, CRM, Leadership
Education
Georgetown University 2006 — 2010
B.S.
Patrick Ottenhoff Patrick Ottenhoff's UBS Experience January 2012 - June 2012
Job Vice President at The Cypress Group
Industry Financial Services
Experience
The Cypress Group June 2012 - Present
Virginia Foundation for Research and Economic Education January 2009 - Present
UBS January 2012 - June 2012
Georgetown McDonough School of Business August 2010 - May 2012
eBay and PayPal May 2011 - August 2011
New Media Strategies March 2009 - July 2010
New Media Strategies August 2007 - March 2009
National Journal January 2006 - August 2007
NationalJournal.com May 2006 - March 2007
Skills
Public Policy, Politics, Analysis, Strategy, Proposal Writing, Government, Research
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Master of Business Administration (MBA)
Union College 2000 — 2004
Bachelor of Arts (B.A.), Political Science
Kent School 1997 — 2000
The Cypress Group June 2012 - Present
Virginia Foundation for Research and Economic Education January 2009 - Present
UBS January 2012 - June 2012
Georgetown McDonough School of Business August 2010 - May 2012
eBay and PayPal May 2011 - August 2011
New Media Strategies March 2009 - July 2010
New Media Strategies August 2007 - March 2009
National Journal January 2006 - August 2007
NationalJournal.com May 2006 - March 2007
Skills
Public Policy, Politics, Analysis, Strategy, Proposal Writing, Government, Research
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Master of Business Administration (MBA)
Union College 2000 — 2004
Bachelor of Arts (B.A.), Political Science
Kent School 1997 — 2000
Marcus Lundy III's UBS Experience May 2012 - March 2013
Job Wealth Management
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Sterne Agee March 2014 - July 2014
Marcus Lundy Jr. City Council Campaign July 2013 - October 2013
UBS May 2012 - March 2013
Douglas Aquatics, Inc. May 2010 - July 2011
Skills
Wealth Management, Economics, Fundraising, Financial Services, Investments, Political Campaigns, Community Outreach, Marketing, Analysis, Asset Allocation, Cold Calling, Leadership, Management, Microsoft Excel, Strategic Planning, Sales, Customer Service, Public Speaking
Education
George Mason University 2011 — 2013
Bachelor of Arts (B.A.), Economics
John Tyler Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.3
Wells Fargo Advisors August 2014 - Present
Sterne Agee March 2014 - July 2014
Marcus Lundy Jr. City Council Campaign July 2013 - October 2013
UBS May 2012 - March 2013
Douglas Aquatics, Inc. May 2010 - July 2011
Skills
Wealth Management, Economics, Fundraising, Financial Services, Investments, Political Campaigns, Community Outreach, Marketing, Analysis, Asset Allocation, Cold Calling, Leadership, Management, Microsoft Excel, Strategic Planning, Sales, Customer Service, Public Speaking
Education
George Mason University 2011 — 2013
Bachelor of Arts (B.A.), Economics
John Tyler Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.3
Michael Dee Michael Dee's UBS Experience June 2011 - July 2011
Job CTO at Homemade
Industry Computer Games
Experience
Homemade June 2015 - Present
Grazer Inc June 2013 - Present
Freelance November 2014 - May 2015
Bubbl July 2014 - November 2014
TechStars March 2014 - June 2014
MGM Resorts International June 2012 - August 2012
UBS June 2011 - July 2011
Skills
Game Design, C++, Video Games, Photoshop, Game Development, Mobile Applications, User Experience, Mobile Devices
Education
Georgetown University 2009 — 2013
BS, Finance, General
Homemade June 2015 - Present
Grazer Inc June 2013 - Present
Freelance November 2014 - May 2015
Bubbl July 2014 - November 2014
TechStars March 2014 - June 2014
MGM Resorts International June 2012 - August 2012
UBS June 2011 - July 2011
Skills
Game Design, C++, Video Games, Photoshop, Game Development, Mobile Applications, User Experience, Mobile Devices
Education
Georgetown University 2009 — 2013
BS, Finance, General
Paul Dykes Paul Dykes's UBS Experience June 2011 - June 2011
Job Investment Banking at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan May 2012 - August 2012
U.S. House of Representatives May 2011 - August 2011
The Mitchell Group Inc. June 2011 - July 2011
UBS June 2011 - June 2011
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science, Finance
Georgia Institute of Technology 2009 — 2013
J.P. Morgan June 2013 - Present
J.P. Morgan May 2012 - August 2012
U.S. House of Representatives May 2011 - August 2011
The Mitchell Group Inc. June 2011 - July 2011
UBS June 2011 - June 2011
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science, Finance
Georgia Institute of Technology 2009 — 2013
Daniel Morosky Daniel Morosky's UBS Experience February 2007 - November 2007
Job Assistant Wash Specialist at Abercrombie & Fitch
Industry Retail
Experience
Abercrombie & Fitch November 2007 - Present
UBS February 2007 - November 2007
Skills
Textiles, specifically..., Microsoft Office, Datacolor programs, Finance, Project Management, Denim, Marketing Strategy, Marketing Communications, Social Media Marketing, Sourcing, Advertising, Analytics, Advertising Sales
Education
Gannon University 2002 — 2006
Bachelor of Arts (BA), Marketing and History
Abercrombie & Fitch November 2007 - Present
UBS February 2007 - November 2007
Skills
Textiles, specifically..., Microsoft Office, Datacolor programs, Finance, Project Management, Denim, Marketing Strategy, Marketing Communications, Social Media Marketing, Sourcing, Advertising, Analytics, Advertising Sales
Education
Gannon University 2002 — 2006
Bachelor of Arts (BA), Marketing and History
Vic Seested Vic Seested's UBS Experience August 2011 - Present
Job Private Wealth Advisor at UBS
Industry Financial Services
Experience
UBS August 2011 - Present
Morgan Stanley August 2001 - August 2011
Merrill Lynch January 1998 - November 1999
Education
The University of Chicago - Booth School of Business 2007 — 2009
CPWA, Certified Private Wealth Advisor
University of Pennsylvania - The Wharton School 2004 — 2006
CIMA, Certified Investment Management Analyst
Georgetown University 2002 — 2003
University of North Carolina at Wilmington 1991 — 1995
B.S. Finance, Finance
UBS August 2011 - Present
Morgan Stanley August 2001 - August 2011
Merrill Lynch January 1998 - November 1999
Education
The University of Chicago - Booth School of Business 2007 — 2009
CPWA, Certified Private Wealth Advisor
University of Pennsylvania - The Wharton School 2004 — 2006
CIMA, Certified Investment Management Analyst
Georgetown University 2002 — 2003
University of North Carolina at Wilmington 1991 — 1995
B.S. Finance, Finance
Michael Berlin Michael Berlin's UBS Experience 2007 - 2010
Job Regional Perm Director at Randstad Technologies US
Industry Staffing and Recruiting
Experience
Randstad Technologies US June 2015 - Present
Randstad Technologies US October 2011 - June 2015
Robert Half International March 2010 - October 2011
UBS 2007 - 2010
Charles Schwab 1999 - 2006
Skills
Sales, Sales Management, Temporary Staffing, Staffing Services, Recruiting, Strategy, Business Development, Leadership, Coaching, Permanent Staffing
Education
Georgia Institute of Technology 1993 — 1999
BS, Management, High Honor 3.6 GPA
Randstad Technologies US June 2015 - Present
Randstad Technologies US October 2011 - June 2015
Robert Half International March 2010 - October 2011
UBS 2007 - 2010
Charles Schwab 1999 - 2006
Skills
Sales, Sales Management, Temporary Staffing, Staffing Services, Recruiting, Strategy, Business Development, Leadership, Coaching, Permanent Staffing
Education
Georgia Institute of Technology 1993 — 1999
BS, Management, High Honor 3.6 GPA
Alan Himmer Alan Himmer's UBS Experience April 2013 - February 2015
Job Global Executive enjoying an early retirement
Industry Financial Services
Experience
UBS April 2013 - February 2015
N/A June 2011 - March 2013
British American Tobacco November 2008 - May 2011
BAT Nordic Oy July 2007 - November 2008
Imperal Tobacco Canada Ltd. August 2006 - June 2007
Imperial Tobacco Canada Ltd. April 2004 - August 2006
BAT China Ltd. August 2003 - April 2004
BAT Asia-Pacific Region Ltd. July 2001 - December 2003
BAT Southern Europe December 1999 - June 2001
BAT Europe September 1997 - December 1999
Skills
Talent Management, Performance Management, Change Management, FMCG, Organizational..., Succession Planning, HR Consulting, Leadership Development, Organizational Design, Deferred Compensation, HR Policies, Human Resources, Mergers, Strategy, Business Transformation, Restructuring, Organizational..., Employee Engagement, HR Transformation, Personnel Management, Talent Acquisition, Employer Branding, ERP, Management, Large Scale Change..., Shared Services, Culture Change
Education
Harvard Business School 2007 — 2007
A.M.P., Business
Szkola Glówna Handlowa w Warszawie 1990 — 1992
M.A., International Business
Georgetown University 1985 — 1989
B.S.F.S., Foreign Service
Uniwersytet im. Adama Mickiewicza w Poznaniu 1987 — 1988
Diploma, Law, History, Polish
Phillips Academy, Andover 1981 — 1985
H.S. Diploma, Russian Studies
Polski Instytut Spraw Miedzynarodowych przy MSZ PRL-u 1988 — 1988
Certificate, Foreign Policy of Poland and USSR
UBS April 2013 - February 2015
N/A June 2011 - March 2013
British American Tobacco November 2008 - May 2011
BAT Nordic Oy July 2007 - November 2008
Imperal Tobacco Canada Ltd. August 2006 - June 2007
Imperial Tobacco Canada Ltd. April 2004 - August 2006
BAT China Ltd. August 2003 - April 2004
BAT Asia-Pacific Region Ltd. July 2001 - December 2003
BAT Southern Europe December 1999 - June 2001
BAT Europe September 1997 - December 1999
Skills
Talent Management, Performance Management, Change Management, FMCG, Organizational..., Succession Planning, HR Consulting, Leadership Development, Organizational Design, Deferred Compensation, HR Policies, Human Resources, Mergers, Strategy, Business Transformation, Restructuring, Organizational..., Employee Engagement, HR Transformation, Personnel Management, Talent Acquisition, Employer Branding, ERP, Management, Large Scale Change..., Shared Services, Culture Change
Education
Harvard Business School 2007 — 2007
A.M.P., Business
Szkola Glówna Handlowa w Warszawie 1990 — 1992
M.A., International Business
Georgetown University 1985 — 1989
B.S.F.S., Foreign Service
Uniwersytet im. Adama Mickiewicza w Poznaniu 1987 — 1988
Diploma, Law, History, Polish
Phillips Academy, Andover 1981 — 1985
H.S. Diploma, Russian Studies
Polski Instytut Spraw Miedzynarodowych przy MSZ PRL-u 1988 — 1988
Certificate, Foreign Policy of Poland and USSR
Jackie Aanonsen's UBS Experience June 2008 - August 2008
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Gluten Free Follow Me LLC September 2014 - Present
Citi May 2014 - Present
Citi July 2011 - April 2014
Georgetown University Alumni & Student Federal Credit Union January 2008 - June 2011
Finisterre Capital June 2010 - August 2010
UBS June 2008 - August 2008
UBS May 2007 - June 2007
Skills
Strategy, Financial Services, Financial Analysis, Private Equity, Hedge Funds, CRM, Finance, PowerPoint, Financial Modeling, Microsoft Office, Economics, Securities, Business Development, Project Management, Product Development, Microsoft Excel, Corporate Finance, Budgets, New Business Development, Marketing, Gluten Free, Food & Beverage, Blogging, Social Media Blogging, Instagram, Twitter, Social Media Marketing, Gluten Intolerance, Celiac Disease, Web Development, Web Design, Blog Marketing
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance and International Business Double Major; Sociology Minor
The Chinese University of Hong Kong 2009 — 2009
Business
University of Sydney 2009 — 2009
Business
Greenwich High School 2003 — 2007
Gluten Free Follow Me LLC September 2014 - Present
Citi May 2014 - Present
Citi July 2011 - April 2014
Georgetown University Alumni & Student Federal Credit Union January 2008 - June 2011
Finisterre Capital June 2010 - August 2010
UBS June 2008 - August 2008
UBS May 2007 - June 2007
Skills
Strategy, Financial Services, Financial Analysis, Private Equity, Hedge Funds, CRM, Finance, PowerPoint, Financial Modeling, Microsoft Office, Economics, Securities, Business Development, Project Management, Product Development, Microsoft Excel, Corporate Finance, Budgets, New Business Development, Marketing, Gluten Free, Food & Beverage, Blogging, Social Media Blogging, Instagram, Twitter, Social Media Marketing, Gluten Intolerance, Celiac Disease, Web Development, Web Design, Blog Marketing
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance and International Business Double Major; Sociology Minor
The Chinese University of Hong Kong 2009 — 2009
Business
University of Sydney 2009 — 2009
Business
Greenwich High School 2003 — 2007
Molham Krayem's UBS Experience February 2015 - August 2015
Job Student at Georgetown University McDonough School of Business
Industry Financial Services
Experience
Tasty Jeddah Catering February 2013 - Present
UBS February 2015 - August 2015
Tampa Bay WaVE April 2014 - May 2014
BMW Group July 2011 - August 2011
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Bachelor’s Degree, Finance and Economics
University of Tampa - John H. Sykes College of Business 2012 — 2014
Bachelor’s Degree, Entrepreneurship
Dar Jana International School 2009 — 2012
High School, Summa Cum Laude
Tasty Jeddah Catering February 2013 - Present
UBS February 2015 - August 2015
Tampa Bay WaVE April 2014 - May 2014
BMW Group July 2011 - August 2011
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Bachelor’s Degree, Finance and Economics
University of Tampa - John H. Sykes College of Business 2012 — 2014
Bachelor’s Degree, Entrepreneurship
Dar Jana International School 2009 — 2012
High School, Summa Cum Laude
Andrew Dittman's UBS Experience April 1999 - November 2011
Job Web Development Immersive | Web Developer at General Assembly
Industry Computer Software
Experience
Harken Data March 2013 - November 2014
QED Financial Systems, Inc. August 2012 - November 2012
UBS April 1999 - November 2011
Skills
Web Development, JavaScript, HTML5, CSS, Ruby on Rails, Node.js, Backbone.js, Databases, SQL, Linux, MVC, JSON, jQuery, PostgreSQL, Single Page Applications, DB2, Ruby, Requirements..., Visio, SOA, Process Improvement, Testing, Requirements Analysis, Unix, Bash, GNU Emacs, Securities, Client Liaison, Active Listening, Microsoft Office, Applications Software..., Trello, Git, Github, Time Management, pgAdmin, Wireframes, AJAX, Business Analysis, SDLC, Software Development, XML, Integration, Structured Products, Capital Markets, CICS, COBOL, JCL, MQ, Channels and Containers
Education
The Chubb Institute 1998 — 1999
Computer Programming, Computer Programming, 97.3 GPA
General Assembly 2015 — 2015
Web Development Immersive, Web Development Immersive Front-End to Back-End
Harken Data March 2013 - November 2014
QED Financial Systems, Inc. August 2012 - November 2012
UBS April 1999 - November 2011
Skills
Web Development, JavaScript, HTML5, CSS, Ruby on Rails, Node.js, Backbone.js, Databases, SQL, Linux, MVC, JSON, jQuery, PostgreSQL, Single Page Applications, DB2, Ruby, Requirements..., Visio, SOA, Process Improvement, Testing, Requirements Analysis, Unix, Bash, GNU Emacs, Securities, Client Liaison, Active Listening, Microsoft Office, Applications Software..., Trello, Git, Github, Time Management, pgAdmin, Wireframes, AJAX, Business Analysis, SDLC, Software Development, XML, Integration, Structured Products, Capital Markets, CICS, COBOL, JCL, MQ, Channels and Containers
Education
The Chubb Institute 1998 — 1999
Computer Programming, Computer Programming, 97.3 GPA
General Assembly 2015 — 2015
Web Development Immersive, Web Development Immersive Front-End to Back-End
Harry Clifford Harry Clifford's UBS Experience May 2014 - August 2014
Job Equity Research Intern at Cantor Fitzgerald
Industry
Experience
Cantor Fitzgerald June 2015 - August 2015
UBS May 2014 - August 2014
Skills
Microsoft Word, Investment Strategies, Equity Research, Wealth Management, Microsoft Office, Customer Service, Microsoft Excel, Research
Education
Georgetown University 2013 — 2017
Bachelor’s Degree, Economics and Classics, Junior
Brunswick School 2009 — 2013
Classics Diploma
Cantor Fitzgerald June 2015 - August 2015
UBS May 2014 - August 2014
Skills
Microsoft Word, Investment Strategies, Equity Research, Wealth Management, Microsoft Office, Customer Service, Microsoft Excel, Research
Education
Georgetown University 2013 — 2017
Bachelor’s Degree, Economics and Classics, Junior
Brunswick School 2009 — 2013
Classics Diploma
Perry Jeffries III's UBS Experience 2004 - 2009
Job President at Phynancially Fit Wealth Management
Industry Financial Services
Experience
Phy-nancially Fit Wealth Management September 2014 - Present
Phy-nancially Fit LLC April 2013 - Present
JPMorgan Chase Bank, NA April 2014 - July 2014
JPMorgan Securities May 2012 - March 2014
JPMorgan Securities LLC January 2009 - May 2012
UBS 2004 - 2009
Lifetime Fitness 2000 - 2003
Skills
Investments, Series 7, Retirement, Finance, Mutual Funds, Series 63, Securities, Wealth Management, Mortgage Lending, Strategic Financial..., Fixed Annuities, Loans, Financial Analysis, Estate Planning, Portfolio Management, Insurance, Financial Modeling, Financial Advisory, Asset Allocation, Retirement Planning, Investment Advisory, Asset Managment, Pensions
Education
Tennessee State University 1997 — 1999
Bachelor of Science (BS), Mathematics and Biology
Genesee Community College 1995 — 1997
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Howard University 1994 — 1995
Phy-nancially Fit Wealth Management September 2014 - Present
Phy-nancially Fit LLC April 2013 - Present
JPMorgan Chase Bank, NA April 2014 - July 2014
JPMorgan Securities May 2012 - March 2014
JPMorgan Securities LLC January 2009 - May 2012
UBS 2004 - 2009
Lifetime Fitness 2000 - 2003
Skills
Investments, Series 7, Retirement, Finance, Mutual Funds, Series 63, Securities, Wealth Management, Mortgage Lending, Strategic Financial..., Fixed Annuities, Loans, Financial Analysis, Estate Planning, Portfolio Management, Insurance, Financial Modeling, Financial Advisory, Asset Allocation, Retirement Planning, Investment Advisory, Asset Managment, Pensions
Education
Tennessee State University 1997 — 1999
Bachelor of Science (BS), Mathematics and Biology
Genesee Community College 1995 — 1997
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Howard University 1994 — 1995
Anne Mauldin Anne Mauldin's UBS Experience January 2010 - May 2010
Job Enterprise Operations Analyst at Yext
Industry Internet
Experience
Yext September 2014 - Present
Globe Tax Services June 2013 - September 2014
Globe Tax Services October 2011 - June 2013
UBS January 2010 - May 2010
State Street September 2008 - December 2008
Skills
Financial Services, Securities, Equities, Investments, International Tax, Financial Analysis, Analysis, Finance
Education
Furman University 2006 — 2010
Bachelor of Arts (B.A.)
Yext September 2014 - Present
Globe Tax Services June 2013 - September 2014
Globe Tax Services October 2011 - June 2013
UBS January 2010 - May 2010
State Street September 2008 - December 2008
Skills
Financial Services, Securities, Equities, Investments, International Tax, Financial Analysis, Analysis, Finance
Education
Furman University 2006 — 2010
Bachelor of Arts (B.A.)
Thomas Benedict's UBS Experience June 2008 - August 2008
Job CoCEO @ LINK Restaurant Group
Industry Food & Beverages
Experience
LINK Restaurant Group, Inc. 2012 - 2015
J.P. Morgan September 2011 - January 2014
Morgan Stanley Private Wealth Management July 2009 - September 2011
UBS June 2008 - August 2008
International Creative Management 2005 - 2006
Media Plus Consulting June 2004 - March 2005
Skills
Entrepreneurship, Venture Capital, Financial Modeling, Mergers, Business Development, Business Strategy
Education
Thunderbird School of Global Management 2007 — 2009
Georgetown University - The McDonough School of Business 2000 — 2004
BBA, International Business & Marketing
LINK Restaurant Group, Inc. 2012 - 2015
J.P. Morgan September 2011 - January 2014
Morgan Stanley Private Wealth Management July 2009 - September 2011
UBS June 2008 - August 2008
International Creative Management 2005 - 2006
Media Plus Consulting June 2004 - March 2005
Skills
Entrepreneurship, Venture Capital, Financial Modeling, Mergers, Business Development, Business Strategy
Education
Thunderbird School of Global Management 2007 — 2009
Georgetown University - The McDonough School of Business 2000 — 2004
BBA, International Business & Marketing
Caitlin Erwin Caitlin Erwin's UBS Experience September 2010 - December 2010
Job Interest Rate Derivatives Analyst at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets May 2015 - Present
BB&T October 2013 - Present
BB&T September 2012 - October 2013
BB&T January 2012 - September 2012
Alpha Delta Pi Sorority November 2009 - January 2011
UBS September 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Skills
Social Media, Microsoft Office, PowerPoint, Public Speaking, Finance, Financial Analysis, Portfolio Management, Leadership, Customer Service, Loans
Education
Furman University 2007 — 2011
Bachelor of Arts, Business Administration
Consortium Institute of Management and Business Administration (CIMBA) 2009 — 2009
Business, Economics
BB&T Capital Markets May 2015 - Present
BB&T October 2013 - Present
BB&T September 2012 - October 2013
BB&T January 2012 - September 2012
Alpha Delta Pi Sorority November 2009 - January 2011
UBS September 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Skills
Social Media, Microsoft Office, PowerPoint, Public Speaking, Finance, Financial Analysis, Portfolio Management, Leadership, Customer Service, Loans
Education
Furman University 2007 — 2011
Bachelor of Arts, Business Administration
Consortium Institute of Management and Business Administration (CIMBA) 2009 — 2009
Business, Economics
Evan Kirkpatrick, CHRP's UBS Experience May 2013 - September 2013
Job HR Specialist Talent Acquisition Dynamo at Knewsales Group
Industry Human Resources
Experience
Knewsales Group August 2014 - Present
Knewsales Group May 2014 - August 2014
The Red Lion Pub March 2013 - April 2014
Self Employed 2012 - 2014
UBS May 2013 - September 2013
Bollocks Pub and Kitchen May 2012 - October 2012
Compass Group - Toronto Zoo May 2010 - September 2011
Skills
Research, Human Resources, Microsoft Word, Microsoft Excel, Social Media, Cooking, History, English Literature, MS Project, QuickBooks, WHIMS, Academic Writing, Tutoring, Recruitment, Onboarding, Sourcing, Recruiting
Education
George Brown College 2013 — 2014
Ontario College Graduate Certificate, Human Resources Management
University of Toronto 2008 — 2012
Honours Bachelor of Arts, English and History
Knewsales Group August 2014 - Present
Knewsales Group May 2014 - August 2014
The Red Lion Pub March 2013 - April 2014
Self Employed 2012 - 2014
UBS May 2013 - September 2013
Bollocks Pub and Kitchen May 2012 - October 2012
Compass Group - Toronto Zoo May 2010 - September 2011
Skills
Research, Human Resources, Microsoft Word, Microsoft Excel, Social Media, Cooking, History, English Literature, MS Project, QuickBooks, WHIMS, Academic Writing, Tutoring, Recruitment, Onboarding, Sourcing, Recruiting
Education
George Brown College 2013 — 2014
Ontario College Graduate Certificate, Human Resources Management
University of Toronto 2008 — 2012
Honours Bachelor of Arts, English and History
Casey Reinhart Casey Reinhart's UBS Experience May 2013 - August 2013
Job Banking Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan June 2014 - August 2014
Sweetgreen May 2013 - August 2013
UBS May 2013 - August 2013
Rent The Runway August 2012 - May 2013
Pie Sisters January 2012 - December 2012
Duxbury Rural and Historical Society June 2012 - August 2012
Self-employed February 2007 - August 2012
Deni Johnson Photography June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Customer Service, Research, English, Social Media, Public Speaking, Time Management, Event Planning
Education
Georgetown University - The McDonough School of Business 2011 — 2015
B.S. in Business Administration, Finance and Marketing, Junior
University College Dublin 2013 — 2013
Bachelor of Commerce (BCom), Finance and Financial Management Services
Duxbury High School 2007 — 2011
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan June 2014 - August 2014
Sweetgreen May 2013 - August 2013
UBS May 2013 - August 2013
Rent The Runway August 2012 - May 2013
Pie Sisters January 2012 - December 2012
Duxbury Rural and Historical Society June 2012 - August 2012
Self-employed February 2007 - August 2012
Deni Johnson Photography June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Customer Service, Research, English, Social Media, Public Speaking, Time Management, Event Planning
Education
Georgetown University - The McDonough School of Business 2011 — 2015
B.S. in Business Administration, Finance and Marketing, Junior
University College Dublin 2013 — 2013
Bachelor of Commerce (BCom), Finance and Financial Management Services
Duxbury High School 2007 — 2011
Jaime Pandal, CFA, Esq. Jaime Pandal, CFA, Esq.'s UBS Experience March 2012 - April 2012
Job VicePresident & Portfolio Manager at Atlas Asset Management LLC
Industry Financial Services
Experience
Atlas Asset Management LLC September 2014 - Present
Santander Asset Management May 2012 - September 2014
UBS March 2012 - April 2012
UBS March 2010 - March 2012
UBS February 2008 - March 2010
McConnell Valdes May 2006 - August 2006
Georgetown University Alumni & Student Federal Credit Union March 2002 - May 2004
UBS June 2003 - August 2003
Ernst & Young June 2002 - August 2002
Skills
Investments, Wealth Management, Bloomberg, Asset Managment, Fixed Income Portfolio..., Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Valuation
Education
University of Puerto Rico School of Law 2005 — 2008
Juris Doctor
Universidad de Chile 2007 — 2007
International Exchange Program
Georgetown University 2001 — 2005
BSBA, Accounting, Finance
Oxford University 2004 — 2004
Comparative Strategic Management Program
Academia del Perpetuo Socorro 1996 — 2001
High School Diploma
Atlas Asset Management LLC September 2014 - Present
Santander Asset Management May 2012 - September 2014
UBS March 2012 - April 2012
UBS March 2010 - March 2012
UBS February 2008 - March 2010
McConnell Valdes May 2006 - August 2006
Georgetown University Alumni & Student Federal Credit Union March 2002 - May 2004
UBS June 2003 - August 2003
Ernst & Young June 2002 - August 2002
Skills
Investments, Wealth Management, Bloomberg, Asset Managment, Fixed Income Portfolio..., Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Valuation
Education
University of Puerto Rico School of Law 2005 — 2008
Juris Doctor
Universidad de Chile 2007 — 2007
International Exchange Program
Georgetown University 2001 — 2005
BSBA, Accounting, Finance
Oxford University 2004 — 2004
Comparative Strategic Management Program
Academia del Perpetuo Socorro 1996 — 2001
High School Diploma
Gaston Melo-Felgueres Gaston Melo-Felgueres's UBS Experience June 2015 - August 2015
Job Wealth Management Intern at UBS Global Asset Management
Industry International Affairs
Experience
Quintessentially Lifestyle August 2015 - Present
Sabre Innovations LLC April 2015 - Present
UBS June 2015 - August 2015
United Nations - Economic Commission for Latin America & the Caribbean September 2014 - January 2015
US Army June 2012 - December 2013
Embassy of Mexico in Israel June 2013 - August 2013
Skills
International Relations, Foreign Policy, Spanish, French, Foreign Languages, Diplomacy, Music, Political Science, Leadership, Middle Eastern Studies, Army, Public Relations, strategy, Public Speaking, Economics, Economic Development, International Trade, Marketing Strategy, Social Media Marketing, Social Networking
Education
New York University 2015 — 2016
Master of Science (M.S.), Global Affairs
University of Miami 2012 — 2015
"Bachelor of Arts and Sciences", International Relations and Affairs and Political Science
Georgetown University 2014 — 2014
International Relations - International Business, SCS - Washington Semester Program
Quintessentially Lifestyle August 2015 - Present
Sabre Innovations LLC April 2015 - Present
UBS June 2015 - August 2015
United Nations - Economic Commission for Latin America & the Caribbean September 2014 - January 2015
US Army June 2012 - December 2013
Embassy of Mexico in Israel June 2013 - August 2013
Skills
International Relations, Foreign Policy, Spanish, French, Foreign Languages, Diplomacy, Music, Political Science, Leadership, Middle Eastern Studies, Army, Public Relations, strategy, Public Speaking, Economics, Economic Development, International Trade, Marketing Strategy, Social Media Marketing, Social Networking
Education
New York University 2015 — 2016
Master of Science (M.S.), Global Affairs
University of Miami 2012 — 2015
"Bachelor of Arts and Sciences", International Relations and Affairs and Political Science
Georgetown University 2014 — 2014
International Relations - International Business, SCS - Washington Semester Program
Felix van der Vaart's UBS Experience May 2015 - August 2015
Job Client Service Intern at Gallup
Industry Management Consulting
Experience
Gallup September 2015 - Present
UBS May 2015 - August 2015
HighPoint Global May 2015 - August 2015
Secret, Inc. January 2015 - May 2015
WayUp (formerly Campus Job) January 2015 - May 2015
Eyefull, LLC January 2015 - May 2015
Home Run Baseball Camp August 2014 - December 2014
United States Senate May 2014 - July 2014
SEAF June 2013 - August 2013
Community Lodgings May 2012 - June 2012
Skills
Research, Public Speaking, Microsoft Office, Data Analysis, Marketing, Finance, Statistical Modeling, SEO, Social Media, SQL, PowerPoint, Teamwork, Microsoft Word, Customer Service, Microsoft Excel, Facebook, English, Event Planning, Photoshop, HTML, Outlook, Windows, C++, Econometrics, Stata, Social Networking, German, Statistics, Business Strategy, Management Consulting, Optimization
Education
Georgetown University 2013 — 2016
Bachelor of Science (B.S.), International Economics (Finance and Commerce), 3.6
Pomona College 2012 — 2013
Japanese Language and Literature
Pitzer College 2012 — 2013
Economics, 3.6
Gallup September 2015 - Present
UBS May 2015 - August 2015
HighPoint Global May 2015 - August 2015
Secret, Inc. January 2015 - May 2015
WayUp (formerly Campus Job) January 2015 - May 2015
Eyefull, LLC January 2015 - May 2015
Home Run Baseball Camp August 2014 - December 2014
United States Senate May 2014 - July 2014
SEAF June 2013 - August 2013
Community Lodgings May 2012 - June 2012
Skills
Research, Public Speaking, Microsoft Office, Data Analysis, Marketing, Finance, Statistical Modeling, SEO, Social Media, SQL, PowerPoint, Teamwork, Microsoft Word, Customer Service, Microsoft Excel, Facebook, English, Event Planning, Photoshop, HTML, Outlook, Windows, C++, Econometrics, Stata, Social Networking, German, Statistics, Business Strategy, Management Consulting, Optimization
Education
Georgetown University 2013 — 2016
Bachelor of Science (B.S.), International Economics (Finance and Commerce), 3.6
Pomona College 2012 — 2013
Japanese Language and Literature
Pitzer College 2012 — 2013
Economics, 3.6
Palmer Brasher's UBS Experience August 2015 - Present
Job Finance Intern at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Moneythink January 2015 - May 2015
Vendormate, Inc. May 2014 - December 2014
Skills
Public Speaking, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Microsoft Office, Salesforce.com, Data Analysis
Education
Georgia Institute of Technology - Scheller College of Business 2013 — 2017
Bachelor of Science in Business Administration (BSBA), Concentration in Finance with a Certificate in Accounting, 3.86 GPA
Georgia Institute of Technology
Wesleyan School
UBS August 2015 - Present
Moneythink January 2015 - May 2015
Vendormate, Inc. May 2014 - December 2014
Skills
Public Speaking, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Microsoft Office, Salesforce.com, Data Analysis
Education
Georgia Institute of Technology - Scheller College of Business 2013 — 2017
Bachelor of Science in Business Administration (BSBA), Concentration in Finance with a Certificate in Accounting, 3.86 GPA
Georgia Institute of Technology
Wesleyan School
Adib Hasan's UBS Experience March 2007 - January 2008
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton May 2012 - Present
Kelly Services May 2009 - May 2012
UBS March 2007 - January 2008
Capital One May 2006 - March 2007
Core Communcations October 2005 - May 2006
Nike March 2005 - October 2005
Skills
Software Licensing, CMDB, IT Operations, IT Service Management, IT Procurement, Asset Management, Project Management, COTS, Configuration Management, Software Testing, Process Improvement, Program Management, Consulting, SharePoint, Integration, Management, Requirements Analysis, Security
Education
George Mason University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Booz Allen Hamilton May 2012 - Present
Kelly Services May 2009 - May 2012
UBS March 2007 - January 2008
Capital One May 2006 - March 2007
Core Communcations October 2005 - May 2006
Nike March 2005 - October 2005
Skills
Software Licensing, CMDB, IT Operations, IT Service Management, IT Procurement, Asset Management, Project Management, COTS, Configuration Management, Software Testing, Process Improvement, Program Management, Consulting, SharePoint, Integration, Management, Requirements Analysis, Security
Education
George Mason University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dwayne Carter Dwayne Carter's UBS Experience January 1998 - January 2000
Job Senior Information Security Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo July 2015 - Present
Arizona Department of Economic Security / DTS September 2012 - June 2015
TIWAMA Communications, Inc January 2006 - September 2012
DeMars and Associates January 2003 - January 2006
American Express January 2000 - January 2003
UBS January 1998 - January 2000
Sumitomo Mitsui Banking Corporation January 1996 - January 1998
Skills
SDLC, SharePoint, Software Project..., Microsoft SQL Server, Visio, Business Intelligence, SQL, Data Migration, Requirements Gathering, Project Management, Vendor Management, Database Design, SOA, EPIC Modules, Cloud Computing, Testing, Networking, Business Analysis, Program Management, Servers, IT Strategy, Disaster Recovery, Technical Support, Integration, Enterprise Architecture, IT Management, Databases, Information Technology, Requirements Analysis, ITIL v3 Foundations..., PMP, ITIL, Software Documentation, Management, Leadership, Data Center
Education
Northern Arizona University 2013 — 2014
Bachelor of Applied Science (BASc), Computer/Information Technology Administration and Management
CompTIA
CompTIA Security+ certification, Computer and Information Systems Security/Information Assurance
Gateway Community College
Associate of Arts and Sciences (AAS), Computer Information Systems
Gateway Community College
CCL, Computer Information Systems
Gateway Community College
CCL, Management of Clinical Information Technology
CompTIA Healthcare IT Technician 2012 — 2012
CCL, Healthcare IT
University of Wisconsin-Whitewater 1982 — 1986
Computer Science
Whitewater High School
Wells Fargo July 2015 - Present
Arizona Department of Economic Security / DTS September 2012 - June 2015
TIWAMA Communications, Inc January 2006 - September 2012
DeMars and Associates January 2003 - January 2006
American Express January 2000 - January 2003
UBS January 1998 - January 2000
Sumitomo Mitsui Banking Corporation January 1996 - January 1998
Skills
SDLC, SharePoint, Software Project..., Microsoft SQL Server, Visio, Business Intelligence, SQL, Data Migration, Requirements Gathering, Project Management, Vendor Management, Database Design, SOA, EPIC Modules, Cloud Computing, Testing, Networking, Business Analysis, Program Management, Servers, IT Strategy, Disaster Recovery, Technical Support, Integration, Enterprise Architecture, IT Management, Databases, Information Technology, Requirements Analysis, ITIL v3 Foundations..., PMP, ITIL, Software Documentation, Management, Leadership, Data Center
Education
Northern Arizona University 2013 — 2014
Bachelor of Applied Science (BASc), Computer/Information Technology Administration and Management
CompTIA
CompTIA Security+ certification, Computer and Information Systems Security/Information Assurance
Gateway Community College
Associate of Arts and Sciences (AAS), Computer Information Systems
Gateway Community College
CCL, Computer Information Systems
Gateway Community College
CCL, Management of Clinical Information Technology
CompTIA Healthcare IT Technician 2012 — 2012
CCL, Healthcare IT
University of Wisconsin-Whitewater 1982 — 1986
Computer Science
Whitewater High School
Sahil Khanna's UBS Experience June 2011 - August 2011
Job Information Security Professional | Internet Expert
Industry Information Technology and Services
Experience
Akamai April 2015 - Present
Akamai March 2014 - March 2015
Akamai July 2012 - March 2014
George Mason University January 2011 - May 2012
UBS June 2011 - August 2011
George Mason University September 2010 - January 2011
Skills
Project Management, Networking, E-commerce, IT Strategy, Program Management, Network Security, Software Development, Professional Services, Account Management, Business Strategy, SDLC, Java, SQL, XML, Databases, Advanced Java, Cloud Computing, Business Analysis, Unix, Management, Agile Methodologies, Enterprise Architecture, Integration, Perl, MySQL, Software Project..., SaaS, Solution Development, Database Management
Education
George Mason University 2010 — 2012
MS, Computer Information Systems
D. J. Sanghvi College of Engineering
BE, Computer Science
Akamai April 2015 - Present
Akamai March 2014 - March 2015
Akamai July 2012 - March 2014
George Mason University January 2011 - May 2012
UBS June 2011 - August 2011
George Mason University September 2010 - January 2011
Skills
Project Management, Networking, E-commerce, IT Strategy, Program Management, Network Security, Software Development, Professional Services, Account Management, Business Strategy, SDLC, Java, SQL, XML, Databases, Advanced Java, Cloud Computing, Business Analysis, Unix, Management, Agile Methodologies, Enterprise Architecture, Integration, Perl, MySQL, Software Project..., SaaS, Solution Development, Database Management
Education
George Mason University 2010 — 2012
MS, Computer Information Systems
D. J. Sanghvi College of Engineering
BE, Computer Science
Kathleen Chao Kathleen Chao's UBS Experience July 2008 - July 2008
Job UX Designer, Global Procurement, Business Development
Industry Information Technology and Services
Experience
DarcMatter July 2015 - August 2015
General Assembly June 2015 - August 2015
GKC December 2012 - February 2015
GModelo USA, LLC (Subsidiary of Grupo Modelo S.A. de C.V.) June 2012 - July 2012
Montblanc (A Richemont Brand) August 2011 - June 2012
GradeGuru (Subsidiary of McGraw-Hill Companies) January 2011 - May 2011
Indiana University Bloomington January 2011 - May 2011
Eiteljorg Museum August 2010 - December 2010
MOTIV Corp Ltd July 2010 - August 2010
UBS July 2008 - July 2008
Education
General Assembly (New York campus) 2015 — 2015
Gemological Institute of America 2012 — 2012
The School of the Art Institute of Chicago 2012 — 2012
Indiana University Bloomington 2007 — 2011
Bachelor’s Degree
American InterContinental University (London campus) 2010 — 2010
早稲田大学 2008 — 2008
Annie Wright School 2004 — 2007
High School
DarcMatter July 2015 - August 2015
General Assembly June 2015 - August 2015
GKC December 2012 - February 2015
GModelo USA, LLC (Subsidiary of Grupo Modelo S.A. de C.V.) June 2012 - July 2012
Montblanc (A Richemont Brand) August 2011 - June 2012
GradeGuru (Subsidiary of McGraw-Hill Companies) January 2011 - May 2011
Indiana University Bloomington January 2011 - May 2011
Eiteljorg Museum August 2010 - December 2010
MOTIV Corp Ltd July 2010 - August 2010
UBS July 2008 - July 2008
Education
General Assembly (New York campus) 2015 — 2015
Gemological Institute of America 2012 — 2012
The School of the Art Institute of Chicago 2012 — 2012
Indiana University Bloomington 2007 — 2011
Bachelor’s Degree
American InterContinental University (London campus) 2010 — 2010
早稲田大学 2008 — 2008
Annie Wright School 2004 — 2007
High School
Caleb Peterson Caleb Peterson's UBS Experience July 2014 - August 2014
Job Investment Banking Summer Analyst, Global Industrials Group
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Georgetown University Student Investment Fund January 2015 - Present
Updata Partners October 2014 - April 2015
Georgetown University Student Investment Fund May 2014 - December 2014
UBS July 2014 - August 2014
Georgetown University Student Investment Fund January 2014 - April 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Main Management, LLC May 2013 - June 2013
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Financial Modeling, Financial Accounting, PowerPoint, Microsoft Word, Corporate Finance, Financial Reporting, Teamwork, Valuation, Finance, Investments, Bloomberg, Leadership
Education
Georgetown University 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Accounting and Finance, Junior
Bellarmine College Preparatory 2008 — 2012
High School Diploma
Goldman Sachs June 2015 - Present
Georgetown University Student Investment Fund January 2015 - Present
Updata Partners October 2014 - April 2015
Georgetown University Student Investment Fund May 2014 - December 2014
UBS July 2014 - August 2014
Georgetown University Student Investment Fund January 2014 - April 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Main Management, LLC May 2013 - June 2013
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Financial Modeling, Financial Accounting, PowerPoint, Microsoft Word, Corporate Finance, Financial Reporting, Teamwork, Valuation, Finance, Investments, Bloomberg, Leadership
Education
Georgetown University 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Accounting and Finance, Junior
Bellarmine College Preparatory 2008 — 2012
High School Diploma
Bradford Austin's UBS Experience June 2009 - August 2009
Job Global Investment Control Analyst at Capital Group
Industry Investment Management
Experience
Capital Group April 2014 - Present
Luminous Capital: A Division of First Republic Investment Management August 2011 - April 2014
PNC June 2010 - August 2011
UBS June 2009 - August 2009
Skills
Financial Modeling, Forecasting, Microsoft Excel, Process Improvement, Microsoft Office, Operations Management, Financial Services, Alternative Investments, Investment Advisory, Fitness, Triathlon, Long Distance Running
Education
Georgetown University 2007 — 2010
BSBA, Finance & International Business, Cum Laude
Virginia Polytechnic Institute and State University - Pamplin College of Business 2006 — 2007
Finance
Capital Group April 2014 - Present
Luminous Capital: A Division of First Republic Investment Management August 2011 - April 2014
PNC June 2010 - August 2011
UBS June 2009 - August 2009
Skills
Financial Modeling, Forecasting, Microsoft Excel, Process Improvement, Microsoft Office, Operations Management, Financial Services, Alternative Investments, Investment Advisory, Fitness, Triathlon, Long Distance Running
Education
Georgetown University 2007 — 2010
BSBA, Finance & International Business, Cum Laude
Virginia Polytechnic Institute and State University - Pamplin College of Business 2006 — 2007
Finance
Olivia Campbell Olivia Campbell's UBS Experience June 2011 - August 2011
Job Marketing Operations Specialist at Yodle
Industry Internet
Experience
Yodle May 2015 - Present
Abine, Inc May 2014 - April 2015
Abine, Inc. October 2012 - May 2014
UBS June 2011 - August 2011
Skills
Customer Service, Event Planning, Microsoft Excel, Social Media, PowerPoint, Microsoft Office, Marketing, Public Speaking, Public Relations, Microsoft Word, Facebook, Finance, Photoshop, Analysis, Research, Market Research, Customer Retention, Time Management, User Experience, User Experience Testing, HTML5, CSS
Education
General Assembly 2014 — 2014
Front End Web Development
University of Vermont: College of Business Administration 2008 — 2012
Bachelor of Science, Business Administration; Finance
Yodle May 2015 - Present
Abine, Inc May 2014 - April 2015
Abine, Inc. October 2012 - May 2014
UBS June 2011 - August 2011
Skills
Customer Service, Event Planning, Microsoft Excel, Social Media, PowerPoint, Microsoft Office, Marketing, Public Speaking, Public Relations, Microsoft Word, Facebook, Finance, Photoshop, Analysis, Research, Market Research, Customer Retention, Time Management, User Experience, User Experience Testing, HTML5, CSS
Education
General Assembly 2014 — 2014
Front End Web Development
University of Vermont: College of Business Administration 2008 — 2012
Bachelor of Science, Business Administration; Finance
David Nanson David Nanson's UBS Experience November 2008 - Present
Job Senior Vice PresidentInvestments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 2008 - Present
Wells Fargo Advisors January 2000 - November 2008
Education
George Fox University
UBS November 2008 - Present
Wells Fargo Advisors January 2000 - November 2008
Education
George Fox University
Tobin Thomas Tobin Thomas's UBS Experience October 2012 - January 2013
Job Entrepreneur
Industry Financial Services
Experience
CoachCam July 2015 - Present
LogFire January 2014 - June 2014
Georgia Institute of Technology May 2012 - January 2014
Acadia Homes & Neighborhoods May 2013 - August 2013
UBS October 2012 - January 2013
Georgia Tech January 2012 - July 2012
Equifax May 2011 - August 2011
Skills
Leadership, Financial Modeling, Data Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Financial Analysis, Teamwork, Matlab, VBA, Business Analysis, Business Strategy, Bloomberg Terminal, Spanish, Team Leadership, Programming, Business Valuation, Start-up Ventures, Social Entrepreneurship, Finance
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science in Business Administration, Finance
Mill Creek High School 2005 — 2009
CoachCam July 2015 - Present
LogFire January 2014 - June 2014
Georgia Institute of Technology May 2012 - January 2014
Acadia Homes & Neighborhoods May 2013 - August 2013
UBS October 2012 - January 2013
Georgia Tech January 2012 - July 2012
Equifax May 2011 - August 2011
Skills
Leadership, Financial Modeling, Data Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Financial Analysis, Teamwork, Matlab, VBA, Business Analysis, Business Strategy, Bloomberg Terminal, Spanish, Team Leadership, Programming, Business Valuation, Start-up Ventures, Social Entrepreneurship, Finance
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science in Business Administration, Finance
Mill Creek High School 2005 — 2009
Clio Calvo-Platero Clio Calvo-Platero's UBS Experience June 2012 - June 2012
Job
Industry
Experience
The TerraMar Project June 2014 - August 2014
G2P2 Films July 2013 - July 2013
STRIVE July 2012 - July 2012
UBS June 2012 - June 2012
Skills
Research, Social Media, Public Speaking, Microsoft Word
Education
Georgetown University 2013 — 2017
Bachelor's Degree, Political Science and Government
Riverdale Country School 2009 — 2013
Grace Church School 1999 — 2009
The TerraMar Project June 2014 - August 2014
G2P2 Films July 2013 - July 2013
STRIVE July 2012 - July 2012
UBS June 2012 - June 2012
Skills
Research, Social Media, Public Speaking, Microsoft Word
Education
Georgetown University 2013 — 2017
Bachelor's Degree, Political Science and Government
Riverdale Country School 2009 — 2013
Grace Church School 1999 — 2009
Kieran Carter Kieran Carter's UBS Experience June 2005 - August 2005
Job Trial Attorney
Industry Law Practice
Experience
U.S. Department of Justice June 2015 - Present
Office of the Commonwealth's Attorney: Fairfax County, Virginia November 2011 - April 2015
Office of the Commonwealth's Attorney: Fairfax County, Virginia January 2011 - November 2011
LexisNexis August 2009 - May 2011
United States Attorney's Office June 2010 - August 2010
Hon. Gerald Bruce Lee, United States District Court for E.D.Va. January 2010 - May 2010
Federal Public Defender for the Eastern District of Virginia May 2009 - August 2009
The Carter Law Firm, P.C. May 2007 - May 2009
Aspen Skiing Company November 2006 - April 2008
UBS June 2005 - August 2005
Skills
Trials, Criminal Law, Courts, Legal Writing, Westlaw, Litigation, Legal Research, Criminal Justice, Public Speaking, Appeals, Hearings, Criminal Defense, Civil Litigation, Lexis, Trial Practice, Administrative Law, Legal Issues, Juvenile Law, Family Law, LexisNexis, Motions
Education
George Mason University School of Law 2008 — 2011
J.D., Law
University of Virginia 2002 — 2006
B.A., Philosophy
Georgetown Visitation Preparatory School 1998 — 2002
U.S. Department of Justice June 2015 - Present
Office of the Commonwealth's Attorney: Fairfax County, Virginia November 2011 - April 2015
Office of the Commonwealth's Attorney: Fairfax County, Virginia January 2011 - November 2011
LexisNexis August 2009 - May 2011
United States Attorney's Office June 2010 - August 2010
Hon. Gerald Bruce Lee, United States District Court for E.D.Va. January 2010 - May 2010
Federal Public Defender for the Eastern District of Virginia May 2009 - August 2009
The Carter Law Firm, P.C. May 2007 - May 2009
Aspen Skiing Company November 2006 - April 2008
UBS June 2005 - August 2005
Skills
Trials, Criminal Law, Courts, Legal Writing, Westlaw, Litigation, Legal Research, Criminal Justice, Public Speaking, Appeals, Hearings, Criminal Defense, Civil Litigation, Lexis, Trial Practice, Administrative Law, Legal Issues, Juvenile Law, Family Law, LexisNexis, Motions
Education
George Mason University School of Law 2008 — 2011
J.D., Law
University of Virginia 2002 — 2006
B.A., Philosophy
Georgetown Visitation Preparatory School 1998 — 2002
Howard Leon Howard Leon's UBS Experience July 2011 - Present
Job Vice President at UBS
Industry Financial Services
Experience
UBS July 2011 - Present
Oppenheimer & Co. Inc. January 2009 - July 2011
Herbert J. Sims and Co. February 2003 - January 2009
Skills
Wealth Management, Portfolio Management
Education
George Brown College
UBS July 2011 - Present
Oppenheimer & Co. Inc. January 2009 - July 2011
Herbert J. Sims and Co. February 2003 - January 2009
Skills
Wealth Management, Portfolio Management
Education
George Brown College
Hilary Kenyon Hilary Kenyon's UBS Experience May 2011 - May 2011
Job Growth Manager at Tapingo
Industry Information Technology and Services
Experience
Tapingo July 2015 - Present
Sullivan April 2015 - July 2015
Sullivan March 2014 - April 2015
Sullivan August 2013 - March 2014
Sullivan June 2012 - August 2012
Melly, Lilly Pulitzer Signature Store January 2009 - January 2012
Nantucket Yacht Club June 2011 - August 2011
UBS May 2011 - May 2011
White Bear Yacht Club June 2010 - August 2010
Wayzata Community Sailing Center June 2009 - August 2009
Skills
Conversational Chinese..., Member of Georgetown..., US Sailing Certified..., CPR and First Aid..., Microsoft Office, English, Marketing, Policy Analysis, Editing, Strategy, Social Media Marketing, Market Research
Education
The Blake School 2006 — 2009
High School
Georgetown University
Bachelor of Arts (B.A.), Government
Tapingo July 2015 - Present
Sullivan April 2015 - July 2015
Sullivan March 2014 - April 2015
Sullivan August 2013 - March 2014
Sullivan June 2012 - August 2012
Melly, Lilly Pulitzer Signature Store January 2009 - January 2012
Nantucket Yacht Club June 2011 - August 2011
UBS May 2011 - May 2011
White Bear Yacht Club June 2010 - August 2010
Wayzata Community Sailing Center June 2009 - August 2009
Skills
Conversational Chinese..., Member of Georgetown..., US Sailing Certified..., CPR and First Aid..., Microsoft Office, English, Marketing, Policy Analysis, Editing, Strategy, Social Media Marketing, Market Research
Education
The Blake School 2006 — 2009
High School
Georgetown University
Bachelor of Arts (B.A.), Government
George Evagoras George Evagoras's UBS Experience May 2011 - August 2011
Job Senior Lead Sales Engineer at Alpha Omega
Industry Biotechnology
Experience
Alpha Omega June 2012 - Present
Georgia Tech Research Institute August 2011 - December 2011
UBS May 2011 - August 2011
Georgia Tech Research Institute January 2009 - April 2011
Skills
Solidworks, Matlab, Experimental Design, Product Development, Medical Devices, Biomedical Engineering, Microelectrode Recording, Operating Room, Deep Brain Stimulation, Neurosurgery, System Installations, Product Demonstration, Sales, Capital Equipment, Data Analysis
Education
Georgia Institute of Technology 2007 — 2012
Bachelor's degree, Biomedical Engineering
Grayson High School
Alpha Omega June 2012 - Present
Georgia Tech Research Institute August 2011 - December 2011
UBS May 2011 - August 2011
Georgia Tech Research Institute January 2009 - April 2011
Skills
Solidworks, Matlab, Experimental Design, Product Development, Medical Devices, Biomedical Engineering, Microelectrode Recording, Operating Room, Deep Brain Stimulation, Neurosurgery, System Installations, Product Demonstration, Sales, Capital Equipment, Data Analysis
Education
Georgia Institute of Technology 2007 — 2012
Bachelor's degree, Biomedical Engineering
Grayson High School
Chuck Korasick's UBS Experience May 2008 - Present
Job SVP Wealth Mgmt, CFP®, Top 35 Under 35, @ UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2008 - Present
Skills
Portfolio Management, Portfolio Optimization, Wealth Preservation..., Estate Planning, Retirement Planning, Asset Protection, Multi-generational..., Asset Based Lending, Long Term Care Insurance, Wealth Management, Strategic Financial...
Education
Georgetown University 2008 — 2008
Certificate of Financial Planning
George Mason University - School of Business 2001 — 2005
B.S. in Finance, Minor in Economics
UBS May 2008 - Present
Skills
Portfolio Management, Portfolio Optimization, Wealth Preservation..., Estate Planning, Retirement Planning, Asset Protection, Multi-generational..., Asset Based Lending, Long Term Care Insurance, Wealth Management, Strategic Financial...
Education
Georgetown University 2008 — 2008
Certificate of Financial Planning
George Mason University - School of Business 2001 — 2005
B.S. in Finance, Minor in Economics
Beth Gigold's UBS Experience December 2010 - September 2011
Job MBA
Industry Financial Services
Experience
UBS December 2010 - September 2011
Pharmco-AAPER October 2009 - December 2010
Lexmark January 2008 - October 2009
BD Medical November 2006 - November 2007
Givaudan Flavors August 2003 - July 2006
Education
University of Louisville 2009 — 2011
MBA, Business
Georgetown College 2001 — 2003
Bachelor of Science, Biology
UBS December 2010 - September 2011
Pharmco-AAPER October 2009 - December 2010
Lexmark January 2008 - October 2009
BD Medical November 2006 - November 2007
Givaudan Flavors August 2003 - July 2006
Education
University of Louisville 2009 — 2011
MBA, Business
Georgetown College 2001 — 2003
Bachelor of Science, Biology
Parth Shah Parth Shah's UBS Experience June 2015 - Present
Job Investment Banking Summer Analyst at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
Bloomberg LP August 2014 - Present
CUPS May 2015 - Present
Vox Clara Group, LLC January 2015 - May 2015
Rabobank July 2014 - August 2014
Signature Group Investments May 2014 - July 2014
Altum Capital Management January 2014 - May 2014
Capgemini Consulting July 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Leadership, Written & Oral..., Financial Accounting, Corporate Social..., Microsoft Word, Minitab, Research, Business Analysis, Management Consulting, Finance, Time Management, CRM, Forecasting, Teamwork, Management, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Public Speaking, Financial Modeling, Valuation, Data Analysis
Education
NYU Stern School of Business 2012 — 2016
Bachelor of Science, Finance and Microeconomics
New York University: Prague 2013 — 2013
Georgetown University 2010 — 2010
College Preparatory Program, Math and Writing
Marlboro High School 2008 — 2012
High School Diploma
UBS June 2015 - Present
Bloomberg LP August 2014 - Present
CUPS May 2015 - Present
Vox Clara Group, LLC January 2015 - May 2015
Rabobank July 2014 - August 2014
Signature Group Investments May 2014 - July 2014
Altum Capital Management January 2014 - May 2014
Capgemini Consulting July 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Leadership, Written & Oral..., Financial Accounting, Corporate Social..., Microsoft Word, Minitab, Research, Business Analysis, Management Consulting, Finance, Time Management, CRM, Forecasting, Teamwork, Management, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Public Speaking, Financial Modeling, Valuation, Data Analysis
Education
NYU Stern School of Business 2012 — 2016
Bachelor of Science, Finance and Microeconomics
New York University: Prague 2013 — 2013
Georgetown University 2010 — 2010
College Preparatory Program, Math and Writing
Marlboro High School 2008 — 2012
High School Diploma
Erika Marat, CPA's UBS Experience January 2010 - May 2010
Job Auditor at E*TRADE Financial Corporation
Industry Accounting
Experience
E*TRADE Financial Corporation September 2014 - Present
Dixon Hughes Goodman LLP January 2013 - May 2013
Financial Solutions Group, January 2010 - June 2010
UBS January 2010 - May 2010
United States Congress August 2009 - December 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Management, Financial Statements, Microsoft Excel, Access, Tax Returns, Income Tax, ProSystem fx Tax, Tax, Finance, Auditing, external auditing, Nonprofit audit, A133 Audit, GAAP, Financial Accounting
Education
George Mason University 2009 — 2013
Bachelor of Science in Accounting
George Mason University - School of Business
E*TRADE Financial Corporation September 2014 - Present
Dixon Hughes Goodman LLP January 2013 - May 2013
Financial Solutions Group, January 2010 - June 2010
UBS January 2010 - May 2010
United States Congress August 2009 - December 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Management, Financial Statements, Microsoft Excel, Access, Tax Returns, Income Tax, ProSystem fx Tax, Tax, Finance, Auditing, external auditing, Nonprofit audit, A133 Audit, GAAP, Financial Accounting
Education
George Mason University 2009 — 2013
Bachelor of Science in Accounting
George Mason University - School of Business
Sandy Li Sandy Li's UBS Experience June 2009 - May 2010
Job Manager, Corporate Strategy & Development at Dealertrack Technologies
Industry Investment Banking
Experience
Dealertrack Technologies May 2015 - Present
Dealertrack Technologies October 2013 - April 2015
Barclays Capital June 2011 - September 2013
Barclays Capital June 2010 - August 2010
UBS June 2009 - May 2010
Georgetown University's McDonough School of Business September 2008 - April 2010
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Investor Relations, Equities, Capital Markets, Finance, Investments, Mergers & Acquisitions, Business Strategy
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Bachelor of Science, Finance & Accounting
Dealertrack Technologies May 2015 - Present
Dealertrack Technologies October 2013 - April 2015
Barclays Capital June 2011 - September 2013
Barclays Capital June 2010 - August 2010
UBS June 2009 - May 2010
Georgetown University's McDonough School of Business September 2008 - April 2010
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Investor Relations, Equities, Capital Markets, Finance, Investments, Mergers & Acquisitions, Business Strategy
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Bachelor of Science, Finance & Accounting
Brian Hehir Brian Hehir's UBS Experience October 2011 - Present
Job Municipal Securities Sales at UBS
Industry Financial Services
Experience
UBS October 2011 - Present
Knight Capital Group 2011 - 2011
ESPN August 2006 - May 2010
Education
Georgetown University 2002 — 2006
Bachelor of Arts, History, English
UBS October 2011 - Present
Knight Capital Group 2011 - 2011
ESPN August 2006 - May 2010
Education
Georgetown University 2002 — 2006
Bachelor of Arts, History, English
Michael Zuckerman Michael Zuckerman's UBS Experience 2005 - 2006
Job Regional Director, Digital Sales at Catalina Marketing
Industry Marketing and Advertising
Experience
Catalina Marketing March 2014 - Present
Fullscreen, Inc July 2013 - Present
Cox Digital Solutions February 2012 - Present
Sports Illustrated January 2008 - February 2012
CSTV 2006 - 2008
UBS 2005 - 2006
Salomon Smith Barney 2003 - 2005
Education
Georgetown University - The McDonough School of Business 1999 — 2003
BS, Marketing, Economics, Statistics
Catalina Marketing March 2014 - Present
Fullscreen, Inc July 2013 - Present
Cox Digital Solutions February 2012 - Present
Sports Illustrated January 2008 - February 2012
CSTV 2006 - 2008
UBS 2005 - 2006
Salomon Smith Barney 2003 - 2005
Education
Georgetown University - The McDonough School of Business 1999 — 2003
BS, Marketing, Economics, Statistics
Fahad Khawaja Fahad Khawaja's UBS Experience September 2013 - April 2014
Job Financial Analyst at Accenture
Industry Financial Services
Experience
Accenture July 2014 - Present
UBS September 2013 - April 2014
Skills
Financial Accounting, Auditing, Cost Accounting, Variance Analysis, Value Investing, Financial Analysis, Corporate Finance, Leadership, Financial Forecasting, Analysis, Costpoint, TM1, Financial Reporting, Sarbanes-Oxley Act, Wealth Management, Process Improvement, Data Analysis, Microsoft Excel, Business Analysis, Microsoft Office, Microsoft Word, GAAP, PowerPoint, Management
Education
George Mason University 2010 — 2014
Bachelor's of Science, Finance
George Mason University 2010 — 2014
Bachelor's of Science, Accounting
University of Bradford
Bachelor's degree, Accounting and Finance
Accenture July 2014 - Present
UBS September 2013 - April 2014
Skills
Financial Accounting, Auditing, Cost Accounting, Variance Analysis, Value Investing, Financial Analysis, Corporate Finance, Leadership, Financial Forecasting, Analysis, Costpoint, TM1, Financial Reporting, Sarbanes-Oxley Act, Wealth Management, Process Improvement, Data Analysis, Microsoft Excel, Business Analysis, Microsoft Office, Microsoft Word, GAAP, PowerPoint, Management
Education
George Mason University 2010 — 2014
Bachelor's of Science, Finance
George Mason University 2010 — 2014
Bachelor's of Science, Accounting
University of Bradford
Bachelor's degree, Accounting and Finance
Ranjani Gogulapati's UBS Experience July 2012 - August 2012
Job Strategic Planning at Northrop Grumman
Industry Defense & Space
Experience
Northrop Grumman Corporation April 2014 - Present
Northrop Grumman Corporation June 2013 - April 2014
Sony Electronics January 2012 - May 2013
UBS July 2012 - August 2012
Georgetown University School of Foreign Service September 2011 - December 2011
Skills
Business Strategy, International Relations, Foreign Policy, French, Strategic Planning, Economics, Finance, Financial Analysis
Education
Georgetown University 2010 — 2013
Edmund A. Walsh School of Foreign Service (BSFS)
El Toro High School 2006 — 2010
International Baccalaureate Diploma
Northrop Grumman Corporation April 2014 - Present
Northrop Grumman Corporation June 2013 - April 2014
Sony Electronics January 2012 - May 2013
UBS July 2012 - August 2012
Georgetown University School of Foreign Service September 2011 - December 2011
Skills
Business Strategy, International Relations, Foreign Policy, French, Strategic Planning, Economics, Finance, Financial Analysis
Education
Georgetown University 2010 — 2013
Edmund A. Walsh School of Foreign Service (BSFS)
El Toro High School 2006 — 2010
International Baccalaureate Diploma
Chris A. Smith Chris A. Smith's UBS Experience April 2009 - Present
Job Vice President Wealth Management, Certified Financial Planner
Industry Financial Services
Experience
UBS April 2009 - Present
Morgan Stanley January 2003 - April 2009
Education
Furman University 1999 — 2002
B.A.
UBS April 2009 - Present
Morgan Stanley January 2003 - April 2009
Education
Furman University 1999 — 2002
B.A.
Kyle Schmidt Kyle Schmidt's UBS Experience June 2011 - August 2011
Job Global Tactical Asset Allocation at Teacher Retirement System of Texas
Industry Investment Management
Experience
Teacher Retirement System of Texas April 2014 - Present
Teacher Retirement System of Texas June 2012 - March 2014
UBS June 2011 - August 2011
FlightSafety International May 2009 - August 2010
FlightSafety International May 2007 - May 2009
FlightSafety International May 2006 - May 2007
Education
Georgia Institute of Technology
Master of Science (MS), Computer Science - Machine Learning
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance & Analytics
University of Oklahoma 2002 — 2006
BS, Aerospace Engineering
Teacher Retirement System of Texas April 2014 - Present
Teacher Retirement System of Texas June 2012 - March 2014
UBS June 2011 - August 2011
FlightSafety International May 2009 - August 2010
FlightSafety International May 2007 - May 2009
FlightSafety International May 2006 - May 2007
Education
Georgia Institute of Technology
Master of Science (MS), Computer Science - Machine Learning
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance & Analytics
University of Oklahoma 2002 — 2006
BS, Aerospace Engineering
Rodrigo Nieto-Galvis's UBS Experience 2013 - Present
Job Director at UBS Financial Services
Industry Banking
Experience
UBS 2013 - Present
Citigroup - Citi Private Bank 2011 - 2013
Credit Suisse 2008 - 2011
CENTAURO COMUNICACIONES GROUP (TV, Films, Publishing, Advertising) October 1998 - March 2005
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
Universidad Externado de Colombia 1992 — 1997
Finance & International Relations
UBS 2013 - Present
Citigroup - Citi Private Bank 2011 - 2013
Credit Suisse 2008 - 2011
CENTAURO COMUNICACIONES GROUP (TV, Films, Publishing, Advertising) October 1998 - March 2005
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
Universidad Externado de Colombia 1992 — 1997
Finance & International Relations
Claudio Antonini's UBS Experience June 2011 - December 2013
Job Manager Transaction Advisory Services M&A Technology at Ernst & Young
Industry Financial Services
Experience
Ernst & Young December 2013 - Present
UBS June 2011 - December 2013
Citigroup Private Bank - Insys Consulting June 2009 - June 2011
Credit Suisse November 2008 - April 2009
Geller & Co CPA June 2006 - September 2008
Proskauer Rose LLP April 2005 - May 2006
Skills
Microsoft Excel, Crystal Reports, SQL, Microsoft Office, Access, UAT coordination, Project Management, Financial Modeling, Financial Reporting, Financial Accounting, Essbase, Six Sigma, Lean Management, Change Management, Agile Project Management, Executive Support, CIO Advisory Services, CFOs, SharePoint, Process Engineering, Process Improvement, US GAAP, IFRS, Forecasting, Budgets, Problem Solving, MS Excel Pivot Tables, Relationship Management, Program Coordination, Databases, Modeling, Internal Controls, Process Control, Strategic Thinking, Hyperion Enterprise, Variance Analysis, PowerPoint, Managing Offshore Teams, Automation, Streamlining Operations, Consolidation, Infrastructure, Communication, Internal Audit, Training, Performance Management, Benchmarking, Accruals, Management
Education
Georgetown University
Masters in Technology Management
Harvard University 2010 — 2010
Graduate, Financial Accounting
University of South Africa 1999 — 2002
Bachelor’s degree, Financial Risk Management
University of South Africa 1999 — 2002
Graduate Honors degree, Business Management
Ernst & Young December 2013 - Present
UBS June 2011 - December 2013
Citigroup Private Bank - Insys Consulting June 2009 - June 2011
Credit Suisse November 2008 - April 2009
Geller & Co CPA June 2006 - September 2008
Proskauer Rose LLP April 2005 - May 2006
Skills
Microsoft Excel, Crystal Reports, SQL, Microsoft Office, Access, UAT coordination, Project Management, Financial Modeling, Financial Reporting, Financial Accounting, Essbase, Six Sigma, Lean Management, Change Management, Agile Project Management, Executive Support, CIO Advisory Services, CFOs, SharePoint, Process Engineering, Process Improvement, US GAAP, IFRS, Forecasting, Budgets, Problem Solving, MS Excel Pivot Tables, Relationship Management, Program Coordination, Databases, Modeling, Internal Controls, Process Control, Strategic Thinking, Hyperion Enterprise, Variance Analysis, PowerPoint, Managing Offshore Teams, Automation, Streamlining Operations, Consolidation, Infrastructure, Communication, Internal Audit, Training, Performance Management, Benchmarking, Accruals, Management
Education
Georgetown University
Masters in Technology Management
Harvard University 2010 — 2010
Graduate, Financial Accounting
University of South Africa 1999 — 2002
Bachelor’s degree, Financial Risk Management
University of South Africa 1999 — 2002
Graduate Honors degree, Business Management
Bijaya Kumar Pradhan's UBS Experience January 2015 - Present
Job Sr. Software Architect & Consulting Director Market Executions & Trading Technology at UBS
Industry Information Technology and Services
Experience
Cognizant July 2015 - Present
UBS January 2015 - Present
Cognizant May 2011 - June 2015
UBS Wealth Management Americas November 2011 - December 2014
UBS Wealth Management & Swiss Banking, Switzerland May 2010 - July 2011
Cognizant April 2007 - April 2011
Cognizant April 2005 - March 2007
Cognizant June 2004 - March 2005
Cognizant December 2003 - May 2004
NTTF Electronics Center Bangalore May 2003 - May 2003
Skills
SOA, Agile Methodologies, Java, Solution Architecture, Oracle, Business Analysis, Software Development, Equities, Trading Systems, Capital Markets, Web Services, Software Design, Fixed Income, Integration, Enterprise Architecture, Consulting, ESB, Exchange Connectivity, FIX Protocol, OOAD, Project Management, UML, Requirements Management, Webservices, OSGi, Business Rules, Wealth Management, Direct Market Access, Electronic Record..., Natural Language..., Payment Systems (UK FPS), Cash Management (EU...
Education
Georgia Institute of Technology 2015 — 2016
Master of Science (MS), Computer Science
New Jersey Institute of Technology 2014 — 2015
Master's Certificate, Computer Science - Big Data Management & Data Mining
VSS University of Technology, Burla (Formerly Govt. UCE, Burla) 1999 — 2003
Engineer's degree, Computer Science & Engineering, Mathematics, GPA - 3.9/4
S.C.S Autonomous College, Puri 1996 — 1998
Associate of Science (AS), Physics, Chemistry, Mathematics, Electronics, English, Oriya, (A) College Rank 4
Patitapaban High School, Puri
Schooling, Science, Maths, English, Oriya, Sanskrit, Hindi, Geo, Hist, Civics, Econ, Sports, (A) School Rank 1
Cognizant July 2015 - Present
UBS January 2015 - Present
Cognizant May 2011 - June 2015
UBS Wealth Management Americas November 2011 - December 2014
UBS Wealth Management & Swiss Banking, Switzerland May 2010 - July 2011
Cognizant April 2007 - April 2011
Cognizant April 2005 - March 2007
Cognizant June 2004 - March 2005
Cognizant December 2003 - May 2004
NTTF Electronics Center Bangalore May 2003 - May 2003
Skills
SOA, Agile Methodologies, Java, Solution Architecture, Oracle, Business Analysis, Software Development, Equities, Trading Systems, Capital Markets, Web Services, Software Design, Fixed Income, Integration, Enterprise Architecture, Consulting, ESB, Exchange Connectivity, FIX Protocol, OOAD, Project Management, UML, Requirements Management, Webservices, OSGi, Business Rules, Wealth Management, Direct Market Access, Electronic Record..., Natural Language..., Payment Systems (UK FPS), Cash Management (EU...
Education
Georgia Institute of Technology 2015 — 2016
Master of Science (MS), Computer Science
New Jersey Institute of Technology 2014 — 2015
Master's Certificate, Computer Science - Big Data Management & Data Mining
VSS University of Technology, Burla (Formerly Govt. UCE, Burla) 1999 — 2003
Engineer's degree, Computer Science & Engineering, Mathematics, GPA - 3.9/4
S.C.S Autonomous College, Puri 1996 — 1998
Associate of Science (AS), Physics, Chemistry, Mathematics, Electronics, English, Oriya, (A) College Rank 4
Patitapaban High School, Puri
Schooling, Science, Maths, English, Oriya, Sanskrit, Hindi, Geo, Hist, Civics, Econ, Sports, (A) School Rank 1
Lauren Willis's UBS Experience March 2006 - January 2007
Job Corporate Account Executive at Box
Industry Information Technology and Services
Experience
Box April 2015 - Present
Starbucks April 2014 - April 2015
Starbucks August 2012 - April 2014
OXO November 2008 - August 2012
OXO June 2007 - November 2008
UBS March 2006 - January 2007
Skills
Sales, Competitive Analysis, Merchandising, Marketing, Market Research, Retail, Strategy, Consumer Products, Product Development, Product Marketing, Marketing Strategy, Sales Management, Social Media, Brand Management, Account Management, Customer Insight, Strategic Planning, Business Process..., E-commerce, Product Management, Analytics, Strategic Partnerships, Go-to-market Strategy
Education
Georgetown University - The McDonough School of Business 2003 — 2007
BSBA, Marketing, International Business
University of Sydney 2005 — 2006
Bachelor of Science (BS), Faculty of Economics and Business
Blair Academy 2000 — 2003
Box April 2015 - Present
Starbucks April 2014 - April 2015
Starbucks August 2012 - April 2014
OXO November 2008 - August 2012
OXO June 2007 - November 2008
UBS March 2006 - January 2007
Skills
Sales, Competitive Analysis, Merchandising, Marketing, Market Research, Retail, Strategy, Consumer Products, Product Development, Product Marketing, Marketing Strategy, Sales Management, Social Media, Brand Management, Account Management, Customer Insight, Strategic Planning, Business Process..., E-commerce, Product Management, Analytics, Strategic Partnerships, Go-to-market Strategy
Education
Georgetown University - The McDonough School of Business 2003 — 2007
BSBA, Marketing, International Business
University of Sydney 2005 — 2006
Bachelor of Science (BS), Faculty of Economics and Business
Blair Academy 2000 — 2003
Andre Schibuola's UBS Experience June 2013 - Present
Job Deputy Desk Head at UBS Geneva Switzerland
Industry Investment Management
Experience
UBS June 2013 - Present
Itaú BBA October 2011 - May 2013
Itaú Unibanco February 2010 - October 2011
Precision Asset Management Ltda. October 2006 - February 2010
Hospital Albert Einstein April 2004 - October 2006
Banco Sofisa S/A September 2003 - April 2004
Citigroup Asset Management March 1998 - August 2002
Citigroup Asset Management March 1998 - August 2002
Citi 1996 - 1998
Skills
Equities, FX Options, Inflation, Capital Markets, Investments, Derivatives, Corporate Finance, Financial Markets, Fixed Income, Portfolio Management, Private Banking, Bloomberg, Asset Management, Structured Finance, Credit Risk, Banking, Financial Risk, Hedge Funds, Syndications, Emerging Markets, Finance, Treasury Management, Structured Products, Bonds, Investment Banking, Financial Structuring, Trading, Investment Management, Valuation, Options, Asset Allocation, Wealth Management, Alternative Investments, Fund Of Funds, Credit Derivatives, Equity Derivatives, Investment Strategies, Mutual Funds, Foreign Exchange, Investment Advisory, Equity Trading, ETFs, FX trading, Financial Advisory, High Yield
Education
University of California, Berkeley 2003 — 2003
Specialization, Finance
Universidade de São Paulo 2001 — 2002
MBA, Finance
Fundação Armando Álvares Penteado 1996 — 2001
BSc, Economics
Lycee International de st germain en laye 1992 — 1994
High school, Economics
UBS June 2013 - Present
Itaú BBA October 2011 - May 2013
Itaú Unibanco February 2010 - October 2011
Precision Asset Management Ltda. October 2006 - February 2010
Hospital Albert Einstein April 2004 - October 2006
Banco Sofisa S/A September 2003 - April 2004
Citigroup Asset Management March 1998 - August 2002
Citigroup Asset Management March 1998 - August 2002
Citi 1996 - 1998
Skills
Equities, FX Options, Inflation, Capital Markets, Investments, Derivatives, Corporate Finance, Financial Markets, Fixed Income, Portfolio Management, Private Banking, Bloomberg, Asset Management, Structured Finance, Credit Risk, Banking, Financial Risk, Hedge Funds, Syndications, Emerging Markets, Finance, Treasury Management, Structured Products, Bonds, Investment Banking, Financial Structuring, Trading, Investment Management, Valuation, Options, Asset Allocation, Wealth Management, Alternative Investments, Fund Of Funds, Credit Derivatives, Equity Derivatives, Investment Strategies, Mutual Funds, Foreign Exchange, Investment Advisory, Equity Trading, ETFs, FX trading, Financial Advisory, High Yield
Education
University of California, Berkeley 2003 — 2003
Specialization, Finance
Universidade de São Paulo 2001 — 2002
MBA, Finance
Fundação Armando Álvares Penteado 1996 — 2001
BSc, Economics
Lycee International de st germain en laye 1992 — 1994
High school, Economics
Marcus Ellison's UBS Experience 2007 - 2008
Job Program Chair Paralegal Studies at Ivy Tech Community College
Industry Legal Services
Experience
Ivy Tech Community College August 2012 - Present
Marcus Ellison Law Office 2008 - Present
UBS 2007 - 2008
Hinshaw & Culbertson 2005 - 2006
Allstate Insurance Company 2004 - 2005
Saint Joseph County Prosecutors Office August 2001 - June 2004
Skills
Litigation, Commercial Litigation, Civil Litigation, Criminal Law, Legal Research, Legal Writing, Arbitration, Mediation, Product Liability, Estate Planning, Public Speaking, Trials, Legal Assistance, Torts, Courts, Personal Injury, Appeals, Legal Advice, Employment Law, Litigation Support, Criminal Defense, Family Law, Legal Issues, Medical Malpractice, Intellectual Property, Insurance, Corporate Law, Bankruptcy, Westlaw, Personal Injury...
Education
University of Phoenix 2002 — 2004
MBA
University of Notre Dame Law School 1998 — 2001
JD
Georgetown University 1994 — 1998
BA
John Adams High School 1990 — 1994
HS Diploma
Stanley Clark School 1983 — 1986
Ivy Tech Community College August 2012 - Present
Marcus Ellison Law Office 2008 - Present
UBS 2007 - 2008
Hinshaw & Culbertson 2005 - 2006
Allstate Insurance Company 2004 - 2005
Saint Joseph County Prosecutors Office August 2001 - June 2004
Skills
Litigation, Commercial Litigation, Civil Litigation, Criminal Law, Legal Research, Legal Writing, Arbitration, Mediation, Product Liability, Estate Planning, Public Speaking, Trials, Legal Assistance, Torts, Courts, Personal Injury, Appeals, Legal Advice, Employment Law, Litigation Support, Criminal Defense, Family Law, Legal Issues, Medical Malpractice, Intellectual Property, Insurance, Corporate Law, Bankruptcy, Westlaw, Personal Injury...
Education
University of Phoenix 2002 — 2004
MBA
University of Notre Dame Law School 1998 — 2001
JD
Georgetown University 1994 — 1998
BA
John Adams High School 1990 — 1994
HS Diploma
Stanley Clark School 1983 — 1986
Heather L. Hunt's UBS Experience 2002 - 2003
Job Director, Corporate Strategy
Industry Financial Services
Experience
Citi August 2008 - Present
Citigroup July 2003 - June 2008
UBS 2002 - 2003
Advest, Inc. 2001 - 2002
Georgetown University 1996 - 1998
Consumer Bankers Association 1994 - 1996
Associated Builders and Contractors 1994 - 1994
Skills
Financial Modeling, Valuation, Portfolio Management, Investments, Equities, Capital Markets, Business Strategy, Corporate Finance, Due Diligence, Investment Banking, Financial Analysis, Financial Markets, Mergers & Acquisitions, Asset Management, Bloomberg, Emerging Markets, Corporate Development, Equity Research, Financial Services, Hedge Funds, Private Equity
Education
Georgetown University - The McDonough School of Business 1996 — 1998
University of Michigan
Citi August 2008 - Present
Citigroup July 2003 - June 2008
UBS 2002 - 2003
Advest, Inc. 2001 - 2002
Georgetown University 1996 - 1998
Consumer Bankers Association 1994 - 1996
Associated Builders and Contractors 1994 - 1994
Skills
Financial Modeling, Valuation, Portfolio Management, Investments, Equities, Capital Markets, Business Strategy, Corporate Finance, Due Diligence, Investment Banking, Financial Analysis, Financial Markets, Mergers & Acquisitions, Asset Management, Bloomberg, Emerging Markets, Corporate Development, Equity Research, Financial Services, Hedge Funds, Private Equity
Education
Georgetown University - The McDonough School of Business 1996 — 1998
University of Michigan
Esther Berg's UBS Experience March 2007 - June 2008
Job
Industry Financial Services
Experience
US Bank March 2012 - Present
William Blair and Company May 2009 - March 2012
UBS March 2007 - June 2008
JPMorgan July 1998 - February 2007
Skills
Bonds, Investments, Valuation, Fixed Income, Capital Markets, Investment Banking, Structured Finance, Securities, Series 7, Public Finance, Derivatives, Financial Modeling, Bloomberg
Education
School of Oriental and African Studies, U. of London 1996 — 1997
MA
Georgetown University 1992 — 1996
Institut d'Etudes politiques de Paris 1994 — 1995
Junior Yr Abroad
US Bank March 2012 - Present
William Blair and Company May 2009 - March 2012
UBS March 2007 - June 2008
JPMorgan July 1998 - February 2007
Skills
Bonds, Investments, Valuation, Fixed Income, Capital Markets, Investment Banking, Structured Finance, Securities, Series 7, Public Finance, Derivatives, Financial Modeling, Bloomberg
Education
School of Oriental and African Studies, U. of London 1996 — 1997
MA
Georgetown University 1992 — 1996
Institut d'Etudes politiques de Paris 1994 — 1995
Junior Yr Abroad
Rafael Tejada's UBS Experience July 2008 - June 2011
Job Vice President at Bank of America
Industry Financial Services
Experience
Thermo Fisher Scientific July 2015 - Present
Bank of America June 2011 - June 2015
UBS July 2008 - June 2011
Leerink Swann August 2006 - June 2008
Skills
Equity Research
Education
New York University 2004 — 2006
MBA, Finance
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Georgetown University 1997 — 2001
BS, Biology
Thermo Fisher Scientific July 2015 - Present
Bank of America June 2011 - June 2015
UBS July 2008 - June 2011
Leerink Swann August 2006 - June 2008
Skills
Equity Research
Education
New York University 2004 — 2006
MBA, Finance
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Georgetown University 1997 — 2001
BS, Biology
Edward Q. McCarthy, JD / MBA's UBS Experience January 2001 - November 2011
Job First Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2011 - Present
UBS January 2001 - November 2011
Parkside Senior Services LLC 1995 - 2000
Various 1980 - 1995
Skills
Wealth Management, Financial Planning, Investments, Structured Products, Insurance
Education
Georgetown University
B.A., ECONOMICS
Northwestern University - Kellogg School of Management
MBA, FINANCE, MARKETING
The John Marshall Law School
J.D.
Morgan Stanley Wealth Management November 2011 - Present
UBS January 2001 - November 2011
Parkside Senior Services LLC 1995 - 2000
Various 1980 - 1995
Skills
Wealth Management, Financial Planning, Investments, Structured Products, Insurance
Education
Georgetown University
B.A., ECONOMICS
Northwestern University - Kellogg School of Management
MBA, FINANCE, MARKETING
The John Marshall Law School
J.D.
Klein, Jordan's UBS Experience May 2003 - March 2004
Job Vice President at Sanford Bernstein
Industry Financial Services
Experience
Sanford Bernstein March 2004 - Present
UBS May 2003 - March 2004
UBS November 1998 - March 2003
J.P. Morgan July 1994 - November 1998
Skills
Equities, Bloomberg, Marketing, Data Analysis, Start-ups, Asset Management, Valuation, Hedge Funds, DCF, Prime Brokerage, Financial Analysis, New Business Development, Alternative Investments, Equity Research, Portfolio Management
Education
Georgetown University 1990 — 1994
BS, Business Administration, Business
MICDS 1986 — 1990
Sanford Bernstein March 2004 - Present
UBS May 2003 - March 2004
UBS November 1998 - March 2003
J.P. Morgan July 1994 - November 1998
Skills
Equities, Bloomberg, Marketing, Data Analysis, Start-ups, Asset Management, Valuation, Hedge Funds, DCF, Prime Brokerage, Financial Analysis, New Business Development, Alternative Investments, Equity Research, Portfolio Management
Education
Georgetown University 1990 — 1994
BS, Business Administration, Business
MICDS 1986 — 1990
Carolyn Buccerone's UBS Experience October 2014 - Present
Job Director, Associate General Counsel at UBS
Industry Law Practice
Experience
UBS October 2014 - Present
Ashland Inc. February 2012 - September 2014
Genova Burns October 2006 - January 2012
U.S. District Court 2005 - 2006
NJ Superior Court, Appellate Division 2004 - 2005
Education
Rutgers University School of Law - Camden 2001 — 2004
JD
Ramapo College of New Jersey 1993 — 1995
BA
Furman University 1991 — 1993
UBS October 2014 - Present
Ashland Inc. February 2012 - September 2014
Genova Burns October 2006 - January 2012
U.S. District Court 2005 - 2006
NJ Superior Court, Appellate Division 2004 - 2005
Education
Rutgers University School of Law - Camden 2001 — 2004
JD
Ramapo College of New Jersey 1993 — 1995
BA
Furman University 1991 — 1993
Rusty Watkins's UBS Experience October 2006 - August 2008
Job Marketing Services Specialist at Ticketmaster
Industry Marketing and Advertising
Experience
Live Nation and Ticketmaster June 2014 - Present
New Jersey Devils January 2013 - June 2014
New Jersey Devils March 2011 - January 2013
Coventry Holdings November 2010 - March 2011
New York Jets November 2010 - January 2011
USTA July 2010 - October 2010
Washington Redskins September 2008 - December 2008
UBS October 2006 - August 2008
Toyota Financial Services June 2005 - August 2005
Skills
Digital Marketing, Marketing, Marketing Strategy, Client Services, Account Management, Brand Development, Sports Marketing, Sponsorship, Event Management, Customer Service, Sports, Management, Marketing Research, Account Coordination, Market Research, Promotions, Brand Activation, Social Media, Sponsorship Activation, Social Media Marketing
Education
Georgetown University 2008 — 2009
Masters, Sports Industry Management
Villanova University 2002 — 2006
Bachelors of Science in Business Administration, Marketing
Delbarton School 1998 — 2002
High School, College Prep
Live Nation and Ticketmaster June 2014 - Present
New Jersey Devils January 2013 - June 2014
New Jersey Devils March 2011 - January 2013
Coventry Holdings November 2010 - March 2011
New York Jets November 2010 - January 2011
USTA July 2010 - October 2010
Washington Redskins September 2008 - December 2008
UBS October 2006 - August 2008
Toyota Financial Services June 2005 - August 2005
Skills
Digital Marketing, Marketing, Marketing Strategy, Client Services, Account Management, Brand Development, Sports Marketing, Sponsorship, Event Management, Customer Service, Sports, Management, Marketing Research, Account Coordination, Market Research, Promotions, Brand Activation, Social Media, Sponsorship Activation, Social Media Marketing
Education
Georgetown University 2008 — 2009
Masters, Sports Industry Management
Villanova University 2002 — 2006
Bachelors of Science in Business Administration, Marketing
Delbarton School 1998 — 2002
High School, College Prep
Rich Erwin's UBS Experience January 1999 - October 2001
Job Application Programmer at Operation Mobilization
Industry Information Technology and Services
Experience
Operation Mobilization 2006 - Present
Panasonic 2014 - 2015
Panasonic 2014 - 2015
UBS January 1999 - October 2001
Georgia Institute of Technology 1995 - 1999
IBM 1986 - 1987
Skills
Software Development, Databases, Programming, System Architecture, Web Development
Education
Georgia Institute of Technology 1987 — 1988
MS, Computer Science
West Virginia University 1983 — 1986
Salzburg College 1985 — 1985
Ohio University 1982 — 1983
Greenmont Elementary
Operation Mobilization 2006 - Present
Panasonic 2014 - 2015
Panasonic 2014 - 2015
UBS January 1999 - October 2001
Georgia Institute of Technology 1995 - 1999
IBM 1986 - 1987
Skills
Software Development, Databases, Programming, System Architecture, Web Development
Education
Georgia Institute of Technology 1987 — 1988
MS, Computer Science
West Virginia University 1983 — 1986
Salzburg College 1985 — 1985
Ohio University 1982 — 1983
Greenmont Elementary
Mark Kenyon's UBS Experience 2011 - August 2014
Job Senior Vice President, Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2015 - Present
UBS 2011 - August 2014
UBS 1995 - 2011
Shearson and Smith Barney January 1991 - December 1995
EF Hutton and Shearson 1987 - December 1990
EF Hutton 1975 - 1987
Skills
Fixed Income, Equities, Wealth Management, Hedge Funds, Investments, Investment Banking, Capital Markets, Sales Management, Business Management...
Education
Georgetown University
Bachelor of Arts (B.A.), Political Science and Government
Robert W. Baird & Co. April 2015 - Present
UBS 2011 - August 2014
UBS 1995 - 2011
Shearson and Smith Barney January 1991 - December 1995
EF Hutton and Shearson 1987 - December 1990
EF Hutton 1975 - 1987
Skills
Fixed Income, Equities, Wealth Management, Hedge Funds, Investments, Investment Banking, Capital Markets, Sales Management, Business Management...
Education
Georgetown University
Bachelor of Arts (B.A.), Political Science and Government
Tim Layman's UBS Experience July 2011 - February 2012
Job Excel VBA Developer
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
Barclays June 2012 - March 2015
Discovery Capital Management March 2012 - April 2012
UBS July 2011 - February 2012
Bank of America Merrill Lynch June 2010 - May 2011
Barclays (formerly Lehman Brothers) January 2006 - December 2008
SunTrust Bank July 2005 - December 2005
Northrop Grumman (formerly Aerojet General) February 2000 - April 2002
Cooperative Institute for Research in Environmental Sciences June 1998 - September 1998
Skills
VBA, Numerical Modeling, Derivatives, Options, Bloomberg, Commodities, Equity Derivatives, Swaps, Fixed Income, MATLAB, R
Education
Georgia Institute of Technology 2004 — 2005
MS, Quantitative and Computational Finance
University of Colorado Boulder 1997 — 1999
MS, Applied Mathematics
Massachusetts Institute of Technology 1993 — 1997
BS, Mathematics
JPMorgan Chase & Co. August 2015 - Present
Barclays June 2012 - March 2015
Discovery Capital Management March 2012 - April 2012
UBS July 2011 - February 2012
Bank of America Merrill Lynch June 2010 - May 2011
Barclays (formerly Lehman Brothers) January 2006 - December 2008
SunTrust Bank July 2005 - December 2005
Northrop Grumman (formerly Aerojet General) February 2000 - April 2002
Cooperative Institute for Research in Environmental Sciences June 1998 - September 1998
Skills
VBA, Numerical Modeling, Derivatives, Options, Bloomberg, Commodities, Equity Derivatives, Swaps, Fixed Income, MATLAB, R
Education
Georgia Institute of Technology 2004 — 2005
MS, Quantitative and Computational Finance
University of Colorado Boulder 1997 — 1999
MS, Applied Mathematics
Massachusetts Institute of Technology 1993 — 1997
BS, Mathematics
Michael Catts's UBS Experience July 2006 - August 2013
Job Vice President at Evercore
Industry Banking
Experience
Evercore September 2013 - Present
UBS July 2006 - August 2013
Houlihan Lokey July 2005 - July 2006
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Alternative Investments, Investments, Hedge Funds, LBO, Corporate Finance, Capital Markets, Financial Analysis
Education
Georgetown University 2001 — 2005
Evercore September 2013 - Present
UBS July 2006 - August 2013
Houlihan Lokey July 2005 - July 2006
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Alternative Investments, Investments, Hedge Funds, LBO, Corporate Finance, Capital Markets, Financial Analysis
Education
Georgetown University 2001 — 2005
William Condron's UBS Experience September 1998 - September 2001
Job President and Chief Executive Officer at The Granite Group
Industry Wholesale
Experience
The Granite Group September 2001 - Present
G2 Capital Advisors 2009 - Present
Harvard Business School 2005 - 2008
UBS September 1998 - September 2001
Skills
Wholesale, Business Strategy, Team Building, Business Development, New Business Development, Pricing, Sales Operations, Purchasing, Sales, P&L Management, Account Management, Contract Negotiation, Business Planning, Sales Process, Selling, Leadership, Management, Key Account Management, Start-ups
Education
Georgetown University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
The Granite Group September 2001 - Present
G2 Capital Advisors 2009 - Present
Harvard Business School 2005 - 2008
UBS September 1998 - September 2001
Skills
Wholesale, Business Strategy, Team Building, Business Development, New Business Development, Pricing, Sales Operations, Purchasing, Sales, P&L Management, Account Management, Contract Negotiation, Business Planning, Sales Process, Selling, Leadership, Management, Key Account Management, Start-ups
Education
Georgetown University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Michelle Soltero's UBS Experience June 2008 - August 2008
Job Director of Human Resources at Barneys New York Madison Avenue
Industry Human Resources
Experience
Barneys New York - Madison Avenue April 2015 - Present
Barneys New York - Madison Ave. Flagship September 2012 - April 2015
Hugo Boss June 2011 - September 2012
Hugo Boss August 2010 - June 2011
Teach for America January 2010 - June 2010
MetLife March 2009 - October 2009
UBS June 2008 - August 2008
Hoya Kids Learning Center September 2006 - May 2008
Skills
Fluent in Spanish, Working knowledge in..., Knowledge of SAP & ADP, Employee Engagement, Organizational..., Spanish, Talent Management, Leadership Development, Recruiting, Employee Relations, Onboarding, Organizational..., Succession Planning, Human Resources, Microsoft Office, PowerPoint, Training, HRIS, Microsoft Excel, Coaching, HR Policies, FMLA, Applicant Tracking..., New Hire Orientations, Talent Acquisition
Education
New York University 2008 — 2010
Masters, Industrial and Organizational Psychology
Georgetown University 2004 — 2008
Bachelor of Arts, Psychology
Barneys New York - Madison Avenue April 2015 - Present
Barneys New York - Madison Ave. Flagship September 2012 - April 2015
Hugo Boss June 2011 - September 2012
Hugo Boss August 2010 - June 2011
Teach for America January 2010 - June 2010
MetLife March 2009 - October 2009
UBS June 2008 - August 2008
Hoya Kids Learning Center September 2006 - May 2008
Skills
Fluent in Spanish, Working knowledge in..., Knowledge of SAP & ADP, Employee Engagement, Organizational..., Spanish, Talent Management, Leadership Development, Recruiting, Employee Relations, Onboarding, Organizational..., Succession Planning, Human Resources, Microsoft Office, PowerPoint, Training, HRIS, Microsoft Excel, Coaching, HR Policies, FMLA, Applicant Tracking..., New Hire Orientations, Talent Acquisition
Education
New York University 2008 — 2010
Masters, Industrial and Organizational Psychology
Georgetown University 2004 — 2008
Bachelor of Arts, Psychology
Dennis Peacock's UBS Experience March 2000 - November 2012
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2012 - Present
UBS Financial March 2000 - November 2012
UBS March 2000 - November 2012
Skills
Investments, Retirement Planning, Mutual Funds, Equities, Financial Services, Securities, Risk Management, Financial Analysis, Investment Strategies, Fixed Income Strategies, Asset Allocation, Strategic Planning, Endowments
Education
Georgetown University 2007 — 2008
Certificate of Financial Planning, Financial Planning and Services
Ohio Wesleyan University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo Advisors, LLC November 2012 - Present
UBS Financial March 2000 - November 2012
UBS March 2000 - November 2012
Skills
Investments, Retirement Planning, Mutual Funds, Equities, Financial Services, Securities, Risk Management, Financial Analysis, Investment Strategies, Fixed Income Strategies, Asset Allocation, Strategic Planning, Endowments
Education
Georgetown University 2007 — 2008
Certificate of Financial Planning, Financial Planning and Services
Ohio Wesleyan University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Marie Lunackova, CFA's UBS Experience December 2006 - April 2015
Job Associate Analyst at UBS
Industry Financial Services
Experience
UBS December 2006 - April 2015
SCA 2005 - 2006
XL Capital 2002 - 2005
Fannie Mae 2001 - 2002
Skills
Property & Casualty..., Financial Modeling, Financial Analysis, Forecasting
Education
Georgetown University - The McDonough School of Business
UBS December 2006 - April 2015
SCA 2005 - 2006
XL Capital 2002 - 2005
Fannie Mae 2001 - 2002
Skills
Property & Casualty..., Financial Modeling, Financial Analysis, Forecasting
Education
Georgetown University - The McDonough School of Business
Steve Wolbrom's UBS Experience October 2003 - April 2004
Job Sr. Manager at Leidos
Industry Defense & Space
Experience
Leidos July 2015 - Present
FedBid July 2009 - July 2015
NEMA November 2007 - July 2009
Meditech June 2005 - August 2007
UBS October 2003 - April 2004
Skills
Leadership, Strategic Planning, Market Research, Business Development, Strategy, Management, Analysis, Program Management, Account Management, Data Analysis, Operations Management, Business Strategy, Project Management, Public Speaking, Cross-functional Team..., CRM, Government Contracting, Team Leadership, Competitive Analysis, Marketing Strategy, Social Media, Team Building, Management Consulting, Supply Chain Management
Education
Georgetown University 2008 — 2008
Business Administration and Management, General
University of Vermont 2001 — 2005
BS, Business Administration
Leidos July 2015 - Present
FedBid July 2009 - July 2015
NEMA November 2007 - July 2009
Meditech June 2005 - August 2007
UBS October 2003 - April 2004
Skills
Leadership, Strategic Planning, Market Research, Business Development, Strategy, Management, Analysis, Program Management, Account Management, Data Analysis, Operations Management, Business Strategy, Project Management, Public Speaking, Cross-functional Team..., CRM, Government Contracting, Team Leadership, Competitive Analysis, Marketing Strategy, Social Media, Team Building, Management Consulting, Supply Chain Management
Education
Georgetown University 2008 — 2008
Business Administration and Management, General
University of Vermont 2001 — 2005
BS, Business Administration
Cecilia Fagundes's UBS Experience 2011 - Present
Job WSA at UBS
Industry Financial Services
Experience
UBS 2011 - Present
UBS 2007 - 2011
BankBoston International May 2005 - May 2007
Bankboston February 1998 - November 2004
Education
Fundação Armando Álvares Penteado 1995 — 2001
Economics
Colegio Dante Alighieri
UBS 2011 - Present
UBS 2007 - 2011
BankBoston International May 2005 - May 2007
Bankboston February 1998 - November 2004
Education
Fundação Armando Álvares Penteado 1995 — 2001
Economics
Colegio Dante Alighieri
Skender Daerti's UBS Experience January 2001 - January 2002
Job VP of Sales and Marketing at MedComp,Inc.
Industry Medical Devices
Experience
Medcomp,Inc. October 2012 - Present
Medcomp, Inc. June 2010 - October 2012
Medcomp, Inc. July 2007 - June 2010
Medcomp, Inc. May 2006 - July 2007
Forest Laboratories 2005 - 2006
Heartland Securities, Sonic Securities, Etrade Financial, Assent, LLC February 2002 - October 2005
UBS January 2001 - January 2002
Marsh 1999 - 2001
Skills
Sales, Business Development, New Business Development, Product Launch, Account Management, Market Analysis, Cross-functional Team..., Marketing, Strategic Planning, Medical Devices, Financial Analysis, Sales Management, Equities, Investments, Strategy, Salesforce.com, Cold Calling, Product Development, Competitive Analysis, Sales Operations, Healthcare Industry, Healthcare Analytics, Sales Presentations, Team Management, Team-oriented, Team Building, Medical/Surgical, Interventional Radiology, Vascular Surgery, Oncology, Nephrology, Hospital Sales, Product Marketing, Inventory Analysis, Start-ups, Managing Start-ups, Managing Accounts, Catheters, Dialysis, PICC lines, Ports, Ablation, Marketing Strategy, Marketing Management, Business Strategy, Strategic Partnerships, Lifesciences, Product Lifecycle..., Key Account Development, Key Account Management
Education
Georgetown University 1995 — 1999
Business, Marketing
Georgetown University - The McDonough School of Business 1995 — 1999
Medcomp,Inc. October 2012 - Present
Medcomp, Inc. June 2010 - October 2012
Medcomp, Inc. July 2007 - June 2010
Medcomp, Inc. May 2006 - July 2007
Forest Laboratories 2005 - 2006
Heartland Securities, Sonic Securities, Etrade Financial, Assent, LLC February 2002 - October 2005
UBS January 2001 - January 2002
Marsh 1999 - 2001
Skills
Sales, Business Development, New Business Development, Product Launch, Account Management, Market Analysis, Cross-functional Team..., Marketing, Strategic Planning, Medical Devices, Financial Analysis, Sales Management, Equities, Investments, Strategy, Salesforce.com, Cold Calling, Product Development, Competitive Analysis, Sales Operations, Healthcare Industry, Healthcare Analytics, Sales Presentations, Team Management, Team-oriented, Team Building, Medical/Surgical, Interventional Radiology, Vascular Surgery, Oncology, Nephrology, Hospital Sales, Product Marketing, Inventory Analysis, Start-ups, Managing Start-ups, Managing Accounts, Catheters, Dialysis, PICC lines, Ports, Ablation, Marketing Strategy, Marketing Management, Business Strategy, Strategic Partnerships, Lifesciences, Product Lifecycle..., Key Account Development, Key Account Management
Education
Georgetown University 1995 — 1999
Business, Marketing
Georgetown University - The McDonough School of Business 1995 — 1999
Gabriela Vilaro's UBS Experience July 2006 - August 2008
Job Director, Strategic Investment Group at Quadrant Capital
Industry Investment Management
Experience
Quadrant Capital July 2012 - Present
Bassini & Co September 2008 - April 2010
UBS July 2006 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Mergers, Equities, Hedge Funds, DCF, LBO, Strategy, Private Equity, Emerging Markets, Corporate Finance, Capital Markets, Due Diligence
Education
Harvard Business School 2010 — 2012
MBA
Georgetown University 2002 — 2006
B. in Foreign Service, International Political Economy
Sciences Po 2005 — 2005
Study Abroad, International Relations
Colegio Marymount Barranquilla 1996 — 2002
High School
Quadrant Capital July 2012 - Present
Bassini & Co September 2008 - April 2010
UBS July 2006 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Mergers, Equities, Hedge Funds, DCF, LBO, Strategy, Private Equity, Emerging Markets, Corporate Finance, Capital Markets, Due Diligence
Education
Harvard Business School 2010 — 2012
MBA
Georgetown University 2002 — 2006
B. in Foreign Service, International Political Economy
Sciences Po 2005 — 2005
Study Abroad, International Relations
Colegio Marymount Barranquilla 1996 — 2002
High School
Colin Dunn, CFA's UBS Experience July 2000 - May 2002
Job Vice President at Cambiar Investors
Industry Financial Services
Experience
Cambiar Investors February 2011 - Present
Keefe, Bruyette & Woods June 2007 - April 2010
Keefe, Bruyette & Woods January 2003 - June 2007
UBS Investment Bank May 2002 - December 2002
UBS July 2000 - May 2002
Education
Georgetown University 1996 — 2000
BSBA, Major: Finance and International Business, Minor: Theology
Cambiar Investors February 2011 - Present
Keefe, Bruyette & Woods June 2007 - April 2010
Keefe, Bruyette & Woods January 2003 - June 2007
UBS Investment Bank May 2002 - December 2002
UBS July 2000 - May 2002
Education
Georgetown University 1996 — 2000
BSBA, Major: Finance and International Business, Minor: Theology
Julia Tzeng's UBS Experience June 2008 - April 2011
Job Senior Consultant at EY
Industry Management Consulting
Experience
EY September 2014 - Present
EY June 2013 - August 2013
Lenox Advisors September 2010 - June 2012
UBS June 2008 - April 2011
Ameriprise Financial September 2007 - June 2008
Skills
Investments, Series 7, Asset Managment, Financial Analysis, Due Diligence, Fixed Income, Bloomberg Terminal, Equities, Asset Management, Leadership, Hedge Funds, Mutual Funds, Strategy
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Psychology
EY September 2014 - Present
EY June 2013 - August 2013
Lenox Advisors September 2010 - June 2012
UBS June 2008 - April 2011
Ameriprise Financial September 2007 - June 2008
Skills
Investments, Series 7, Asset Managment, Financial Analysis, Due Diligence, Fixed Income, Bloomberg Terminal, Equities, Asset Management, Leadership, Hedge Funds, Mutual Funds, Strategy
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Priya Raval's UBS Experience 1998 - 2000
Job Senior Consultant at Towers Watson
Industry Human Resources
Experience
Towers Watson September 2005 - Present
Towers Watson October 2000 - May 2003
UBS 1998 - 2000
Skills
Executive Pay, Management Consulting, Incentive Programs, Talent Management, Organizational Design, Human Capital, HR Consulting, Organizational..., Mergers, Benchmarking, Job Evaluation, Strategy, Change Management, Performance Management, Employee Engagement
Education
Georgetown University - The McDonough School of Business 2003 — 2005
MBA, Strategy; Accounting
McGill University 1994 — 1998
BA, Psychology
Wardlaw-Hartridge High School 1990 — 1994
High School
Towers Watson September 2005 - Present
Towers Watson October 2000 - May 2003
UBS 1998 - 2000
Skills
Executive Pay, Management Consulting, Incentive Programs, Talent Management, Organizational Design, Human Capital, HR Consulting, Organizational..., Mergers, Benchmarking, Job Evaluation, Strategy, Change Management, Performance Management, Employee Engagement
Education
Georgetown University - The McDonough School of Business 2003 — 2005
MBA, Strategy; Accounting
McGill University 1994 — 1998
BA, Psychology
Wardlaw-Hartridge High School 1990 — 1994
High School
Al Chinappi's UBS Experience 1992 - July 2009
Job Banking
Industry Banking
Experience
Morgan Stanley September 2009 - Present
UBS 1992 - July 2009
Education
Georgetown University 1986 — 1990
BA, Psychology, Pre-med
Morgan Stanley September 2009 - Present
UBS 1992 - July 2009
Education
Georgetown University 1986 — 1990
BA, Psychology, Pre-med
Chris Bianco's UBS Experience January 2006 - May 2006
Job Risk Manager Capital Markets
Industry Financial Services
Experience
Fannie Mae October 2014 - Present
Fannie Mae September 2012 - October 2014
Fannie Mae January 2010 - October 2012
Fannie Mae August 2007 - December 2009
Savills May 2006 - August 2006
UBS January 2006 - May 2006
Skills
Corporate Finance, Finance, Financial Modeling, Capital Markets, Investments, Equities, Fixed Income, Strategic Financial..., Credit Risk, Financial Analysis, Valuation, Bloomberg, Portfolio Management, SQL, SAS, VBA, Derivatives, Risk Management, Asset Managment, Microsoft Office 2007, Tableau, Sybase, Financial Reporting, Financial Risk, Enterprise Risk..., Six Sigma, Lean Management, Process Improvement, Ad Hoc Reporting, Pricing Analysis, Pricing Strategy, Underwriting
Education
Georgetown University - The McDonough School of Business 2003 — 2007
BS, Finance and Management
University of Maryland - Robert H. Smith School of Business 2010 — 2013
Master of Business Administration (MBA), Finance
Fannie Mae October 2014 - Present
Fannie Mae September 2012 - October 2014
Fannie Mae January 2010 - October 2012
Fannie Mae August 2007 - December 2009
Savills May 2006 - August 2006
UBS January 2006 - May 2006
Skills
Corporate Finance, Finance, Financial Modeling, Capital Markets, Investments, Equities, Fixed Income, Strategic Financial..., Credit Risk, Financial Analysis, Valuation, Bloomberg, Portfolio Management, SQL, SAS, VBA, Derivatives, Risk Management, Asset Managment, Microsoft Office 2007, Tableau, Sybase, Financial Reporting, Financial Risk, Enterprise Risk..., Six Sigma, Lean Management, Process Improvement, Ad Hoc Reporting, Pricing Analysis, Pricing Strategy, Underwriting
Education
Georgetown University - The McDonough School of Business 2003 — 2007
BS, Finance and Management
University of Maryland - Robert H. Smith School of Business 2010 — 2013
Master of Business Administration (MBA), Finance
Horace Leung's UBS Experience July 2000 - June 2003
Job R&D Finance at Shire, Lexington, MA
Industry Biotechnology
Experience
Shire May 2015 - Present
Bristol-Myers Squibb September 2011 - April 2015
Genentech September 2006 - September 2011
UBS July 2000 - June 2003
Skills
Pharmaceutical Industry, Biotechnology, Cross-functional Team..., Life Sciences, Clinical Development, Drug Development, Clinical Trials, Management, Strategy, Oncology
Education
Georgia Institute of Technology 2004 — 2006
Master of Science (M.S.), Chemistry
University of Pennsylvania 1996 — 2000
Bachelor of Science (B.S.) in economics, Accounting and Finance
Shire May 2015 - Present
Bristol-Myers Squibb September 2011 - April 2015
Genentech September 2006 - September 2011
UBS July 2000 - June 2003
Skills
Pharmaceutical Industry, Biotechnology, Cross-functional Team..., Life Sciences, Clinical Development, Drug Development, Clinical Trials, Management, Strategy, Oncology
Education
Georgia Institute of Technology 2004 — 2006
Master of Science (M.S.), Chemistry
University of Pennsylvania 1996 — 2000
Bachelor of Science (B.S.) in economics, Accounting and Finance
Carol Renehan's UBS Experience January 2004 - September 2005
Job VP Compliance, International Investments at Prudential Financial Inc
Industry Financial Services
Experience
Prudential Financial Inc February 2009 - Present
Bank of America May 2006 - October 2007
Deloitte Financial Adv September 2005 - April 2006
UBS January 2004 - September 2005
Bronx District Attorney's August 1989 - December 2003
Education
Georgetown University
Bachelor of Arts, Government
Georgetown University Law Center
JD, Law
Prudential Financial Inc February 2009 - Present
Bank of America May 2006 - October 2007
Deloitte Financial Adv September 2005 - April 2006
UBS January 2004 - September 2005
Bronx District Attorney's August 1989 - December 2003
Education
Georgetown University
Bachelor of Arts, Government
Georgetown University Law Center
JD, Law
Bill Hieronymus's UBS Experience November 1989 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS November 1989 - Present
Education
George Mason University 1973 — 1975
BS, Business
UBS November 1989 - Present
Education
George Mason University 1973 — 1975
BS, Business
Kevan Victor's UBS Experience 2010 - 2010
Job Executive / Strategist / Business Development / Sales & Marketing Optimization / Business Transformation
Industry Financial Services
Experience
GE Capital January 2013 - Present
GE Capital January 2011 - December 2012
UBS 2010 - 2010
UBS Investment Bank 2009 - 2010
UBS 2008 - 2008
Goldman Sachs 2004 - 2007
Goldman Sachs 2003 - 2003
CERN 2002 - 2002
Skills
Equities, Analytics, Finance, Capital Markets, Sales Management, Strategy, Marketing Strategy, Analysis, Business Strategy, Sales Force Alignment, Campaigns, Sales & Marketing..., Process Improvement, Cross-functional..., Business Transformation, Strategic Planning, Strategy Execution, Problem-solving, Relationship Management, Data Analysis, Startup, Turnaround, Business Growth, Sales Effectiveness, Lead Generation, Sales Operations, Sales Productivity, IT Solutions, Marketing Promotions, Business Development, Client Retention..., Sales Process, Sales Support Tools, Business Process..., Business Process..., Data Management, Integrated Marketing, Business Analysis, Process Design, Executive Management, Shareholder Value, Team Leadership, Cross-functional Team..., C-Level Relationships, Builds Bridges, Collaborative Leadership, Leading Development..., Leading Positive Change, Bloomberg, Customer Insight
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance, Entrepreneurship
University of Melbourne - Melbourne Business School
Georgia Institute of Technology 2002 — 2004
BSEE, Electrical Engineering
Morehouse College 1999 — 2004
BSc, Physics
GE Capital January 2013 - Present
GE Capital January 2011 - December 2012
UBS 2010 - 2010
UBS Investment Bank 2009 - 2010
UBS 2008 - 2008
Goldman Sachs 2004 - 2007
Goldman Sachs 2003 - 2003
CERN 2002 - 2002
Skills
Equities, Analytics, Finance, Capital Markets, Sales Management, Strategy, Marketing Strategy, Analysis, Business Strategy, Sales Force Alignment, Campaigns, Sales & Marketing..., Process Improvement, Cross-functional..., Business Transformation, Strategic Planning, Strategy Execution, Problem-solving, Relationship Management, Data Analysis, Startup, Turnaround, Business Growth, Sales Effectiveness, Lead Generation, Sales Operations, Sales Productivity, IT Solutions, Marketing Promotions, Business Development, Client Retention..., Sales Process, Sales Support Tools, Business Process..., Business Process..., Data Management, Integrated Marketing, Business Analysis, Process Design, Executive Management, Shareholder Value, Team Leadership, Cross-functional Team..., C-Level Relationships, Builds Bridges, Collaborative Leadership, Leading Development..., Leading Positive Change, Bloomberg, Customer Insight
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance, Entrepreneurship
University of Melbourne - Melbourne Business School
Georgia Institute of Technology 2002 — 2004
BSEE, Electrical Engineering
Morehouse College 1999 — 2004
BSc, Physics
Jonathan Dolloff's UBS Experience May 2009 - August 2009
Job at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers June 2010 - Present
Wells Fargo Advisors, LLC August 2009 - May 2010
UBS May 2009 - August 2009
Office of Senator Olympia J. Snowe September 2008 - May 2009
TD Bank May 2007 - August 2007
Skills
Financial Statement..., Due Diligence, Project Management, Real Estate, Microsoft Excel, Financial Analysis, Risk Management, Finance, Financial Reporting, Access, Management Consulting, Analysis, Banking, Asset Management, Leadership, Internal Controls
Education
Georgetown University 2006 — 2010
Bachelor of Science in Business Administration (BSBA), Finance
Morse High School 2002 — 2006
PricewaterhouseCoopers June 2010 - Present
Wells Fargo Advisors, LLC August 2009 - May 2010
UBS May 2009 - August 2009
Office of Senator Olympia J. Snowe September 2008 - May 2009
TD Bank May 2007 - August 2007
Skills
Financial Statement..., Due Diligence, Project Management, Real Estate, Microsoft Excel, Financial Analysis, Risk Management, Finance, Financial Reporting, Access, Management Consulting, Analysis, Banking, Asset Management, Leadership, Internal Controls
Education
Georgetown University 2006 — 2010
Bachelor of Science in Business Administration (BSBA), Finance
Morse High School 2002 — 2006
Warren Coughlin's UBS Experience November 2009 - Present
Job Financial Advisor CFP®
Industry Investment Management
Experience
UBS November 2009 - Present
Fishburne Military School May 2010 - Present
Marcus & Millichap January 2004 - September 2005
Education
Georgetown University
Financial Planning
George Mason University
B.S, Finance, School of Management
Fishburne Military School
Advanced Diploma
UBS November 2009 - Present
Fishburne Military School May 2010 - Present
Marcus & Millichap January 2004 - September 2005
Education
Georgetown University
Financial Planning
George Mason University
B.S, Finance, School of Management
Fishburne Military School
Advanced Diploma
Chad Joyce's UBS Experience July 2008 - September 2008
Job Financial Analyst II at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth April 2015 - Present
BDO USA, LLP June 2014 - March 2015
Deloitte June 2011 - April 2014
Brownson, Rehmus & Foxworth June 2010 - August 2010
Lara, Shull & May, LLC (Focus Financial Partners Member Firm) January 2010 - March 2010
UBS July 2008 - September 2008
The Track & Weightroom 2005 - 2007
Skills
Financial Modeling, Economics, Financial Analysis, Financial Statement..., Operational Performance..., Quantitative Analytics, Competitive Analysis, US GAAP, Plan Evaluation, Statistical Sampling, Econometrics, Valuation Modeling, Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, Bloomberg Terminal, Matlab, EDGAR filings, Amadeus, Osiris, Morningstar, S&P Industry Surveys, S&P CreditModel, Management Consulting, Finance, Corporate Finance, Investments
Education
University of Chicago
Bachelor of Arts with Honors, Economics
George Mason University
Accounting Courses
Brownson, Rehmus & Foxworth April 2015 - Present
BDO USA, LLP June 2014 - March 2015
Deloitte June 2011 - April 2014
Brownson, Rehmus & Foxworth June 2010 - August 2010
Lara, Shull & May, LLC (Focus Financial Partners Member Firm) January 2010 - March 2010
UBS July 2008 - September 2008
The Track & Weightroom 2005 - 2007
Skills
Financial Modeling, Economics, Financial Analysis, Financial Statement..., Operational Performance..., Quantitative Analytics, Competitive Analysis, US GAAP, Plan Evaluation, Statistical Sampling, Econometrics, Valuation Modeling, Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, Bloomberg Terminal, Matlab, EDGAR filings, Amadeus, Osiris, Morningstar, S&P Industry Surveys, S&P CreditModel, Management Consulting, Finance, Corporate Finance, Investments
Education
University of Chicago
Bachelor of Arts with Honors, Economics
George Mason University
Accounting Courses
Kellen Moriarty's UBS Experience June 2005 - August 2005
Job Experienced Associate Corporate Intelligence at PwC
Industry Government Relations
Experience
PwC August 2014 - Present
U.S. Department of the Treasury, Office of Terrorist Financing and Financial Crimes May 2013 - December 2013
Export-Import Bank of the United States November 2012 - May 2013
U.S.-Russia Business Council September 2007 - August 2012
Language Link Russia September 2006 - June 2007
UBS June 2005 - August 2005
U.S. Senate Committee on Finance May 2004 - August 2004
Skills
Foreign Policy, Russian, International Relations, Policy Analysis, Public Policy, Politics, Research, Coalitions, International Trade, Legislative Relations, Stata, Policy, Political Science, Government, Political Risk Analysis, Diplomacy, Strategy, Nonprofits
Education
Georgetown University 2012 — 2014
Master of Science (M.S.), Foreign Service
Georgetown University 2002 — 2006
BA, Russian / Classics
PwC August 2014 - Present
U.S. Department of the Treasury, Office of Terrorist Financing and Financial Crimes May 2013 - December 2013
Export-Import Bank of the United States November 2012 - May 2013
U.S.-Russia Business Council September 2007 - August 2012
Language Link Russia September 2006 - June 2007
UBS June 2005 - August 2005
U.S. Senate Committee on Finance May 2004 - August 2004
Skills
Foreign Policy, Russian, International Relations, Policy Analysis, Public Policy, Politics, Research, Coalitions, International Trade, Legislative Relations, Stata, Policy, Political Science, Government, Political Risk Analysis, Diplomacy, Strategy, Nonprofits
Education
Georgetown University 2012 — 2014
Master of Science (M.S.), Foreign Service
Georgetown University 2002 — 2006
BA, Russian / Classics
Jonathan Dever's UBS Experience January 2001 - March 2005
Job Managing Director, Investment Banking, Head of Financial Services at JMP Securities
Industry Investment Banking
Experience
JMP Securities September 2007 - Present
JMP Securities September 2007 - Present
Lehman Brothers April 2005 - May 2007
UBS January 2001 - March 2005
Skills
Corporate Finance, Advisory Work, Mergers, Investment Banking, Capital Markets, Equities, Valuation, M&A experience, Financial Analysis, Fixed Income, Private Placements, Series 7
Education
Georgetown University 1989 — 1993
Bachelor of Arts (B.A.), Major in History with a concentration in Economics
St Joseph's Prep 1986 — 1989
JMP Securities September 2007 - Present
JMP Securities September 2007 - Present
Lehman Brothers April 2005 - May 2007
UBS January 2001 - March 2005
Skills
Corporate Finance, Advisory Work, Mergers, Investment Banking, Capital Markets, Equities, Valuation, M&A experience, Financial Analysis, Fixed Income, Private Placements, Series 7
Education
Georgetown University 1989 — 1993
Bachelor of Arts (B.A.), Major in History with a concentration in Economics
St Joseph's Prep 1986 — 1989
Joseph Chrisinger's UBS Experience August 2008 - August 2009
Job Program Manager at 7Delta
Industry Information Technology and Services
Experience
7Delta March 2013 - Present
UrsaNav, Inc. September 2009 - February 2013
UBS August 2008 - August 2009
Pinkerton Computer Consultants, Inc. (PCCI) / KGS April 1993 - April 2008
Price Waterhouse April 1989 - April 1993
Computer Associates / ADR 1984 - April 1989
Education
George Mason University 2003 — 2005
Executive MBA
Tennessee Technological University 1980 — 1984
7Delta March 2013 - Present
UrsaNav, Inc. September 2009 - February 2013
UBS August 2008 - August 2009
Pinkerton Computer Consultants, Inc. (PCCI) / KGS April 1993 - April 2008
Price Waterhouse April 1989 - April 1993
Computer Associates / ADR 1984 - April 1989
Education
George Mason University 2003 — 2005
Executive MBA
Tennessee Technological University 1980 — 1984
Mallory Kiplinger's UBS Experience January 2010 - April 2010
Job Professional at KKR
Industry Financial Services
Experience
KKR 2014 - Present
KPMG 2011 - 2014
KPMG June 2010 - August 2010
UBS January 2010 - April 2010
UBS June 2009 - August 2009
Skills
Microsoft Access:..., Microsoft Office, Visual Basic, SAP, IT Audit, SAP CRM, Access, Process Improvement
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BS in Business Administration, Operations and Information Management (Major), Economics (Minor)
Darien High School 2003 — 2007
High School Diploma
KKR 2014 - Present
KPMG 2011 - 2014
KPMG June 2010 - August 2010
UBS January 2010 - April 2010
UBS June 2009 - August 2009
Skills
Microsoft Access:..., Microsoft Office, Visual Basic, SAP, IT Audit, SAP CRM, Access, Process Improvement
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BS in Business Administration, Operations and Information Management (Major), Economics (Minor)
Darien High School 2003 — 2007
High School Diploma
Katie Costello's UBS Experience June 2011 - August 2011
Job Associate at ACON Investments
Industry Venture Capital & Private Equity
Experience
ACON Investments October 2013 - Present
Perella Weinberg Partners July 2012 - September 2013
U.S. House of Representatives August 2011 - December 2011
Smart Woman Securities of Georgetown January 2011 - December 2011
UBS June 2011 - August 2011
Merrill Lynch August 2010 - May 2011
Marwood Group May 2010 - August 2010
Skills
Private Equity, Investments, Financial Modeling, Financial Analysis, Valuation, Due Diligence
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, International Business
Phillips Academy 2004 — 2008
ACON Investments October 2013 - Present
Perella Weinberg Partners July 2012 - September 2013
U.S. House of Representatives August 2011 - December 2011
Smart Woman Securities of Georgetown January 2011 - December 2011
UBS June 2011 - August 2011
Merrill Lynch August 2010 - May 2011
Marwood Group May 2010 - August 2010
Skills
Private Equity, Investments, Financial Modeling, Financial Analysis, Valuation, Due Diligence
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, International Business
Phillips Academy 2004 — 2008
Michael George Trad, FRM's UBS Experience 2011 - Present
Job Market Risk Stress Testing at UBS
Industry Financial Services
Experience
UBS 2011 - Present
UBS 2011 - 2011
Thales 2009 - 2009
Education
Georgia Institute of Technology
Princeton University
University of Surrey
UBS 2011 - Present
UBS 2011 - 2011
Thales 2009 - 2009
Education
Georgia Institute of Technology
Princeton University
University of Surrey
Daniel Kenny's UBS Experience June 2012 - June 2013
Job High Yield Credit Research at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2013 - Present
UBS June 2012 - June 2013
UBS July 2010 - June 2012
UBS June 2009 - August 2009
UBS July 2008 - August 2008
Moore Capital Management May 2008 - June 2008
Skills
Passed CFA Level III..., Credit Analysis, Financial Modeling, Financial Analysis, Equity Research, Bloomberg, Alternative Investments, Investments, Equity Valuation, Econometrics
Education
Georgetown University 2006 — 2010
B.A., Political Economy (Minor in English)
University College London, U. of London 2009 — 2009
Joint Affiliate Programme, Political Studies, English
Bergen Catholic High School 2002 — 2006
J.P. Morgan June 2013 - Present
UBS June 2012 - June 2013
UBS July 2010 - June 2012
UBS June 2009 - August 2009
UBS July 2008 - August 2008
Moore Capital Management May 2008 - June 2008
Skills
Passed CFA Level III..., Credit Analysis, Financial Modeling, Financial Analysis, Equity Research, Bloomberg, Alternative Investments, Investments, Equity Valuation, Econometrics
Education
Georgetown University 2006 — 2010
B.A., Political Economy (Minor in English)
University College London, U. of London 2009 — 2009
Joint Affiliate Programme, Political Studies, English
Bergen Catholic High School 2002 — 2006
Jeff Thoben's UBS Experience March 2014 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS March 2014 - Present
UBS May 2010 - March 2014
Education
George Mason University
Bachelor of Arts (B.A.), Economics
Université de Fribourg/Universität Freiburg
Study of International Organizations
UBS March 2014 - Present
UBS May 2010 - March 2014
Education
George Mason University
Bachelor of Arts (B.A.), Economics
Université de Fribourg/Universität Freiburg
Study of International Organizations
Thomas J. Hakala's UBS Experience April 1999 - March 2001
Job at Fieldpoint Private Bank & Trust
Industry Banking
Experience
Fieldpoint Private Bank and Trust Company January 2012 - Present
Wilmington Trust March 2001 - January 2012
UBS April 1999 - March 2001
KPMG June 1989 - April 1999
Coopers & Lybrand 1975 - 1987
Skills
Attorney at Law, Certified Public..., Personal Financial..., Family Office, Wealth Management, Hedge Funds, Investments, Asset Managment, Estate Planning, Alternative Investments, Risk Management, Private Equity, High Net Worth..., Trusts, Mergers, Due Diligence, Capital Markets, Estate Tax Planning, Investment Management, Tax, Portfolio Management, Fixed Income, Banking, Tax Law, Wealth Management..., Mutual Funds, Asset Management, Securities
Education
St. John's University School of Law 1973 — 1975
Doctor of Law (JD), Law
Georgetown University 1966 — 1970
Bachelor's degree, History
Fieldpoint Private Bank and Trust Company January 2012 - Present
Wilmington Trust March 2001 - January 2012
UBS April 1999 - March 2001
KPMG June 1989 - April 1999
Coopers & Lybrand 1975 - 1987
Skills
Attorney at Law, Certified Public..., Personal Financial..., Family Office, Wealth Management, Hedge Funds, Investments, Asset Managment, Estate Planning, Alternative Investments, Risk Management, Private Equity, High Net Worth..., Trusts, Mergers, Due Diligence, Capital Markets, Estate Tax Planning, Investment Management, Tax, Portfolio Management, Fixed Income, Banking, Tax Law, Wealth Management..., Mutual Funds, Asset Management, Securities
Education
St. John's University School of Law 1973 — 1975
Doctor of Law (JD), Law
Georgetown University 1966 — 1970
Bachelor's degree, History
Bernard Cooney's UBS Experience 2009 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS 2009 - Present
Morgan Stanley 1999 - 2008
Skills
Series 7, Series 63, Series 24, Series 55, Series 79, Capital Markets, Healthcare Banking, Investment Banking, Healthcare Industry
Education
Georgetown University
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor of Arts (BA), Economics
UBS 2009 - Present
Morgan Stanley 1999 - 2008
Skills
Series 7, Series 63, Series 24, Series 55, Series 79, Capital Markets, Healthcare Banking, Investment Banking, Healthcare Industry
Education
Georgetown University
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor of Arts (BA), Economics
Jethro Sorra's UBS Experience April 2006 - August 2006
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2012 - Present
Goldman Sachs April 2011 - September 2012
Goldman Sachs June 2008 - April 2011
Goldman Sachs June 2007 - August 2007
UBS April 2006 - August 2006
Education
Georgetown University
Bachelor of Science, Business Administration; Accounting and Finance
Goldman Sachs September 2012 - Present
Goldman Sachs April 2011 - September 2012
Goldman Sachs June 2008 - April 2011
Goldman Sachs June 2007 - August 2007
UBS April 2006 - August 2006
Education
Georgetown University
Bachelor of Science, Business Administration; Accounting and Finance
Jennifer Kubasiewicz's UBS Experience September 1997 - June 2006
Job Assistant Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2006 - Present
UBS September 1997 - June 2006
Shearson Lehman Bros. 1992 - 1996
Skills
Financial Analysis, Valuation, Financial Modeling, Investments, Alternative Investments, Asset Allocation, Securities, Investment Strategies, Mutual Funds
Education
George Mason University
Bachelor of Science (BS), Economics
Wells Fargo Advisors June 2006 - Present
UBS September 1997 - June 2006
Shearson Lehman Bros. 1992 - 1996
Skills
Financial Analysis, Valuation, Financial Modeling, Investments, Alternative Investments, Asset Allocation, Securities, Investment Strategies, Mutual Funds
Education
George Mason University
Bachelor of Science (BS), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.