UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
UBS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,700 UBS employees in database. Find out everything there's to know about UBS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Employees
Employee
Years
Job
Industry
Debbie DeSpain Debbie DeSpain's UBS Experience May 1993 - June 2003
Job Health Coach
Industry Health, Wellness and Fitness
Experience
Edward Jones 2004 - Present
Juice Plus+ Whole Food Nutrition September 1998 - Present
UBS May 1993 - June 2003
Skills
Small Business, Public Speaking, Personal Development, Wellness, Coaching, Nutrition, Wellness Coaching, Lifestyle Coaching, Entrepreneurship, Time Management, Marketing, Fitness, Stress Management, Customer Service
Education
Institute of Integrative Nutrition 2014 — 2015
Health Coach, Holistic Health Coaching
Appalachian State University 1976 — 1978
BS Business Administration, Marketing and Real Estate
UNC Greensboro 1974 — 1976
College transfer, General course work
Edward Jones 2004 - Present
Juice Plus+ Whole Food Nutrition September 1998 - Present
UBS May 1993 - June 2003
Skills
Small Business, Public Speaking, Personal Development, Wellness, Coaching, Nutrition, Wellness Coaching, Lifestyle Coaching, Entrepreneurship, Time Management, Marketing, Fitness, Stress Management, Customer Service
Education
Institute of Integrative Nutrition 2014 — 2015
Health Coach, Holistic Health Coaching
Appalachian State University 1976 — 1978
BS Business Administration, Marketing and Real Estate
UNC Greensboro 1974 — 1976
College transfer, General course work
David Johan's UBS Experience January 2011 - August 2011
Job Advisory Consultant
Industry Investment Management
Experience
Desert Rose Capital Management June 2012 - Present
Northwestern Mutual January 2012 - May 2012
BYU-Idaho June 2010 - April 2012
UBS January 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Mutual Funds, Microsoft Office, Options, Microsoft Excel, PowerPoint, Microsoft Word, Valuation, Bloomberg, Financial Accounting, Captivate, Index Options, Investment Strategies, Alternative Investments, GIPS Compliance
Education
Brigham Young University - Idaho 2010 — 2012
Bachelor of Science (B.S.), Financial Economics, 3.65
Arizona State University 2008 — 2009
Bachelor of Business Administration (B.B.A.), Economics
Desert Rose Capital Management June 2012 - Present
Northwestern Mutual January 2012 - May 2012
BYU-Idaho June 2010 - April 2012
UBS January 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Mutual Funds, Microsoft Office, Options, Microsoft Excel, PowerPoint, Microsoft Word, Valuation, Bloomberg, Financial Accounting, Captivate, Index Options, Investment Strategies, Alternative Investments, GIPS Compliance
Education
Brigham Young University - Idaho 2010 — 2012
Bachelor of Science (B.S.), Financial Economics, 3.65
Arizona State University 2008 — 2009
Bachelor of Business Administration (B.B.A.), Economics
Heather Jewell Heather Jewell's UBS Experience September 2014 - Present
Job Associate General Counsel at UBS
Industry Financial Services
Experience
UBS September 2014 - Present
Wells Fargo July 2013 - September 2014
UBS August 2006 - July 2013
Wachovia Corporation October 2002 - May 2003
PwC September 2000 - October 2002
Skills
Internal Investigations, Anti-corruption, Anti-bribery, Global Regulatory..., Cross-border, Anti Money Laundering, Financial Crime, Auditing, Due Diligence, Risk Management, Risk Assessment, Policy Writing, Compliance Monitoring, Employee Training, Communication Skills, Ethics, Financial Services, Awareness Raising, Government Procurement, Legal Research
Education
University of North Carolina School of Law 2003 — 2006
Juris Doctor
Appalachian State University 1996 — 2000
BSBA, Accounting
UBS September 2014 - Present
Wells Fargo July 2013 - September 2014
UBS August 2006 - July 2013
Wachovia Corporation October 2002 - May 2003
PwC September 2000 - October 2002
Skills
Internal Investigations, Anti-corruption, Anti-bribery, Global Regulatory..., Cross-border, Anti Money Laundering, Financial Crime, Auditing, Due Diligence, Risk Management, Risk Assessment, Policy Writing, Compliance Monitoring, Employee Training, Communication Skills, Ethics, Financial Services, Awareness Raising, Government Procurement, Legal Research
Education
University of North Carolina School of Law 2003 — 2006
Juris Doctor
Appalachian State University 1996 — 2000
BSBA, Accounting
James Willers James Willers's UBS Experience November 2013 - Present
Job Account Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS November 2013 - Present
AXA Advisors August 2009 - November 2013
AXA Advisors January 2012 - July 2013
Education
Augustana College 2000 — 2004
BA
UBS November 2013 - Present
AXA Advisors August 2009 - November 2013
AXA Advisors January 2012 - July 2013
Education
Augustana College 2000 — 2004
BA
Nate Hewes Nate Hewes's UBS Experience March 2014 - Present
Job Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS March 2014 - Present
Dougherty & Company LLC July 2013 - March 2014
Northwestern Mutual January 2013 - May 2013
Focus Financial Network, Inc. June 2012 - September 2012
Education
Augustana College (SD) 2009 — 2013
Bachelor of Business Administration (B.B.A.), Communication and Media Studies
Stillwater Area High School 2005 — 2009
UBS March 2014 - Present
Dougherty & Company LLC July 2013 - March 2014
Northwestern Mutual January 2013 - May 2013
Focus Financial Network, Inc. June 2012 - September 2012
Education
Augustana College (SD) 2009 — 2013
Bachelor of Business Administration (B.B.A.), Communication and Media Studies
Stillwater Area High School 2005 — 2009
Deborah Odette Deborah Odette's UBS Experience October 2007 - August 2008
Job Student at The University of Texas at Austin
Industry
Experience
Wells Fargo Advisors August 2008 - August 2013
UBS October 2007 - August 2008
UBS June 2006 - October 2007
UBS September 2005 - June 2006
UBS October 2004 - August 2005
UBS June 1999 - December 2000
Education
The University of Texas at Austin 2013 — 2016
Austin Community College 2008 — 2013
Wells Fargo Advisors August 2008 - August 2013
UBS October 2007 - August 2008
UBS June 2006 - October 2007
UBS September 2005 - June 2006
UBS October 2004 - August 2005
UBS June 1999 - December 2000
Education
The University of Texas at Austin 2013 — 2016
Austin Community College 2008 — 2013
Sheley Brien's UBS Experience 2002 - 2004
Job Senior Sales Representative at Galderma
Industry Pharmaceuticals
Experience
Galderma May 2004 - Present
UBS 2002 - 2004
Skills
Entrepreneurship, Sales, Marketing Strategy, Financial Analysis, Client Development, Organizational..., Horses, Equine Marketing, Reining, Manage Client..., Marketing, Selling, Pharmaceutical Sales, Social Media Marketing, Online Marketing, Mobile Communications, Operating Budgets, Niche Marketing, Healthcare, Product Launch, Customer Service, Pharmaceutical Industry, Sales Operations
Education
Arizona State University 1998 — 2002
Bachelor of Arts (B.A.), Entrepreneurial and Small Business Operations
Galderma May 2004 - Present
UBS 2002 - 2004
Skills
Entrepreneurship, Sales, Marketing Strategy, Financial Analysis, Client Development, Organizational..., Horses, Equine Marketing, Reining, Manage Client..., Marketing, Selling, Pharmaceutical Sales, Social Media Marketing, Online Marketing, Mobile Communications, Operating Budgets, Niche Marketing, Healthcare, Product Launch, Customer Service, Pharmaceutical Industry, Sales Operations
Education
Arizona State University 1998 — 2002
Bachelor of Arts (B.A.), Entrepreneurial and Small Business Operations
Vinodh Subbiah Vinodh Subbiah's UBS Experience January 2007 - November 2007
Job WODM/ILOG Architect at walgreens
Industry Information Technology and Services
Experience
Walgreens October 2013 - Present
HealthNow New York Inc. June 2010 - October 2013
Wyndham Vacation and Rentals December 2008 - June 2010
Lincoln Financial Group January 2008 - October 2008
UBS January 2007 - November 2007
KeyBank 2006 - 2007
JPMorgan Chase 2005 - 2006
McKesson 2005 - 2005
Gates McDonald 2005 - 2005
Ingenix 2004 - 2004
Skills
ILOG, Java Enterprise Edition, Integration, SOA, Websphere, SDLC, Enterprise Architecture, Web Services, Agile Methodologies, Requirements Analysis, Solution Architecture, JMS, Oracle, Weblogic, DB2, SQL, Spring, Data Warehousing, XML, Software Project...
Education
Annamalai University 1992 — 1996
BE, Chemical Engineering
Annamalai/BoilerPlan 1992 — 1996
Bachelor of Engineering (B.E.)
Walgreens October 2013 - Present
HealthNow New York Inc. June 2010 - October 2013
Wyndham Vacation and Rentals December 2008 - June 2010
Lincoln Financial Group January 2008 - October 2008
UBS January 2007 - November 2007
KeyBank 2006 - 2007
JPMorgan Chase 2005 - 2006
McKesson 2005 - 2005
Gates McDonald 2005 - 2005
Ingenix 2004 - 2004
Skills
ILOG, Java Enterprise Edition, Integration, SOA, Websphere, SDLC, Enterprise Architecture, Web Services, Agile Methodologies, Requirements Analysis, Solution Architecture, JMS, Oracle, Weblogic, DB2, SQL, Spring, Data Warehousing, XML, Software Project...
Education
Annamalai University 1992 — 1996
BE, Chemical Engineering
Annamalai/BoilerPlan 1992 — 1996
Bachelor of Engineering (B.E.)
Brian Liden Brian Liden's UBS Experience
Job First Vice PresidentWealth Management, DirectorBranch Office Manager
Industry Financial Services
Experience
UBS
Skills
Asset Allocation, Asset Management, Equities, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Securities, Strategic Financial..., Series 7, Series 63, Wealth Management
Education
Auburn University
Bachelor of Science (BS)
Embry-Riddle Aeronautical University
Master of Business Administration (MBA)
UBS
Skills
Asset Allocation, Asset Management, Equities, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Securities, Strategic Financial..., Series 7, Series 63, Wealth Management
Education
Auburn University
Bachelor of Science (BS)
Embry-Riddle Aeronautical University
Master of Business Administration (MBA)
Arturo Torres Jr. Arturo Torres Jr.'s UBS Experience December 2003 - December 2004
Job Patient and skillful business professional, who believes in the value of hard work
Industry Public Relations and Communications
Experience
P W Gillibrand Co Inc January 2007 - December 2013
Accountemps June 2006 - January 2007
Countrywide Financial Corporation April 2005 - April 2006
AppleOne Employment Services October 2003 - December 2005
UBS December 2003 - December 2004
Nordstrom August 2002 - March 2003
Franklin Templeton Investments June 1997 - November 2001
Micronics Computers Inc. February 1994 - June 1997
San Beda College May 1991 - March 1992
Urban Integrated Consultants, Inc. May 1989 - March 1991
Skills
Economics, Macroeconomics, Quantitative Research, Financial Analysis, Accounting, Financial Reporting, Finance, Microsoft Excel, Financial Accounting, Analysis, Corporate Finance, Auditing, Accounts Receivable
Education
University of San Francisco 2002 — 2002
College of Professional Studies
California State University-East Bay 1997 — 1997
Masters in Economics, M.A. Units in Economics
Ateneo de Manila University 1988 — 1991
M A Units, Economics
San Beda College 1981 — 1985
Bachelor of Arts, Economics
P W Gillibrand Co Inc January 2007 - December 2013
Accountemps June 2006 - January 2007
Countrywide Financial Corporation April 2005 - April 2006
AppleOne Employment Services October 2003 - December 2005
UBS December 2003 - December 2004
Nordstrom August 2002 - March 2003
Franklin Templeton Investments June 1997 - November 2001
Micronics Computers Inc. February 1994 - June 1997
San Beda College May 1991 - March 1992
Urban Integrated Consultants, Inc. May 1989 - March 1991
Skills
Economics, Macroeconomics, Quantitative Research, Financial Analysis, Accounting, Financial Reporting, Finance, Microsoft Excel, Financial Accounting, Analysis, Corporate Finance, Auditing, Accounts Receivable
Education
University of San Francisco 2002 — 2002
College of Professional Studies
California State University-East Bay 1997 — 1997
Masters in Economics, M.A. Units in Economics
Ateneo de Manila University 1988 — 1991
M A Units, Economics
San Beda College 1981 — 1985
Bachelor of Arts, Economics
Cynthia Betts Cynthia Betts's UBS Experience May 2014 - Present
Job DART Director at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
Fennemore Craig, P.C. July 2005 - April 2014
Beshears Wallwork Bellamy Chartered May 2004 - July 2005
Lewis & Roca, LLP January 1991 - January 1996
Lewis & Roca January 1977 - January 1983
Skills
Hedge Funds, Equities, Capital Markets, Risk Management, Fixed Income, Wealth Management, Investments, Investment Banking, Portfolio Management, Derivatives, Series 7, Asset Management, Financial Modeling, Financial Analysis, Bloomberg
Education
Arizona State University
Bachelor's Degree, Finance
UBS May 2014 - Present
Fennemore Craig, P.C. July 2005 - April 2014
Beshears Wallwork Bellamy Chartered May 2004 - July 2005
Lewis & Roca, LLP January 1991 - January 1996
Lewis & Roca January 1977 - January 1983
Skills
Hedge Funds, Equities, Capital Markets, Risk Management, Fixed Income, Wealth Management, Investments, Investment Banking, Portfolio Management, Derivatives, Series 7, Asset Management, Financial Modeling, Financial Analysis, Bloomberg
Education
Arizona State University
Bachelor's Degree, Finance
Andrea Clatterbuck Andrea Clatterbuck's UBS Experience January 2009 - May 2009
Job Senior Analyst, Energy Policy Initiatives at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company December 2011 - September 2013
Clean Coalition April 2011 - November 2011
Institute for Global Environmental Strategies (IGES) January 2011 - April 2011
City of Chicago June 2010 - August 2010
City of Chicago January 2010 - May 2010
UBS January 2009 - May 2009
Hosei University August 2008 - December 2008
Japan Exchange and Teaching Programme July 2006 - July 2008
Skills
Renewable Energy, Energy, Research, Sustainability, Policy Analysis, Energy Policy, Public Policy, Environmental Awareness, Climate Change, Corporate Social..., Environmental..., Environmental Policy, Stakeholder Engagement, Energy Efficiency, Strategy, Sustainability..., Sustainable Business, Policy, Cleantech, Environmental Compliance, Proposal Writing, Sustainable Energy, Sustainable Development
Education
Augustana College
BA, Economics, Business Administration, Spanish
Illinois Institute of Technology
MS, Environmental Management and Sustainability
Universidad de Granada
Spanish Language Courses (Intermediate and Advanced Level)
Pacific Gas and Electric Company December 2011 - September 2013
Clean Coalition April 2011 - November 2011
Institute for Global Environmental Strategies (IGES) January 2011 - April 2011
City of Chicago June 2010 - August 2010
City of Chicago January 2010 - May 2010
UBS January 2009 - May 2009
Hosei University August 2008 - December 2008
Japan Exchange and Teaching Programme July 2006 - July 2008
Skills
Renewable Energy, Energy, Research, Sustainability, Policy Analysis, Energy Policy, Public Policy, Environmental Awareness, Climate Change, Corporate Social..., Environmental..., Environmental Policy, Stakeholder Engagement, Energy Efficiency, Strategy, Sustainability..., Sustainable Business, Policy, Cleantech, Environmental Compliance, Proposal Writing, Sustainable Energy, Sustainable Development
Education
Augustana College
BA, Economics, Business Administration, Spanish
Illinois Institute of Technology
MS, Environmental Management and Sustainability
Universidad de Granada
Spanish Language Courses (Intermediate and Advanced Level)
Haley Stramel Haley Stramel's UBS Experience October 2012 - January 2014
Job Vice President at IFAM Capital
Industry Financial Services
Experience
IFAM Capital January 2014 - Present
UBS October 2012 - January 2014
Apple July 2010 - August 2012
Skills
Outlook, Leadership Development, Time Management, Public Speaking, iWork, Management, Portfolio Management, Microsoft Office, Social Networking, Windows, Facebook, Retail, Photoshop, Adobe Creative Suite, Blogging, OS X
Education
Arizona State University 2006 — 2010
Bachelors of Interdisciplinary Studies, Business & Communications
Semester at Sea
IFAM Capital January 2014 - Present
UBS October 2012 - January 2014
Apple July 2010 - August 2012
Skills
Outlook, Leadership Development, Time Management, Public Speaking, iWork, Management, Portfolio Management, Microsoft Office, Social Networking, Windows, Facebook, Retail, Photoshop, Adobe Creative Suite, Blogging, OS X
Education
Arizona State University 2006 — 2010
Bachelors of Interdisciplinary Studies, Business & Communications
Semester at Sea
Karyn Johnson Karyn Johnson's UBS Experience March 2013 - June 2013
Job Customs Brokerage Representative at UPS Supply Chain Solutions
Industry Package/Freight Delivery
Experience
UPS Supply Chain Solutions December 2013 - Present
McKesson October 2013 - December 2013
Boston Market February 2012 - October 2013
Los Barrios Unidos Community Clinic August 2013 - August 2013
UBS March 2013 - June 2013
Bank of America May 2012 - September 2012
Burt & Associates - Collection Agency February 2012 - February 2012
Chick-fil-A November 2011 - February 2012
Wyndham Vacation Ownership April 2009 - May 2011
Demand Media December 2007 - February 2009
Skills
Customer Service, Time Management, Teamwork, SharePoint, Data Entry, Outlook, Telephone Skills, Microsoft Word, PowerPoint, Customer Satisfaction, Microsoft Excel, Event Planning, 10 Key, Executive Support, Travel Planning, Calendar Planning, Ordering Office Supplies, Administrative Office..., Prepare shipments, Creating Pivot Tables, Multi-tasked, CRM, Project Management, Mail Sorting, Create Outgoing..., Administrative..., Accounts Payable, Marketing, Office Management, Team Building, Leadership, Hospitality, Supervisory Skills, Budgets, Microsoft Office
Education
Ashford University 2011 — 2013
Business Administration and Management, General, 2.93
UPS Supply Chain Solutions December 2013 - Present
McKesson October 2013 - December 2013
Boston Market February 2012 - October 2013
Los Barrios Unidos Community Clinic August 2013 - August 2013
UBS March 2013 - June 2013
Bank of America May 2012 - September 2012
Burt & Associates - Collection Agency February 2012 - February 2012
Chick-fil-A November 2011 - February 2012
Wyndham Vacation Ownership April 2009 - May 2011
Demand Media December 2007 - February 2009
Skills
Customer Service, Time Management, Teamwork, SharePoint, Data Entry, Outlook, Telephone Skills, Microsoft Word, PowerPoint, Customer Satisfaction, Microsoft Excel, Event Planning, 10 Key, Executive Support, Travel Planning, Calendar Planning, Ordering Office Supplies, Administrative Office..., Prepare shipments, Creating Pivot Tables, Multi-tasked, CRM, Project Management, Mail Sorting, Create Outgoing..., Administrative..., Accounts Payable, Marketing, Office Management, Team Building, Leadership, Hospitality, Supervisory Skills, Budgets, Microsoft Office
Education
Ashford University 2011 — 2013
Business Administration and Management, General, 2.93
Natalie Breon Natalie Breon's UBS Experience February 2014 - Present
Job Marketing Associate Investment Solutions Marketing at UBS
Industry Marketing and Advertising
Experience
UBS February 2014 - Present
Higher Achievement 2012 - January 2014
United Nations Association of the National Capital Area May 2012 - September 2012
International Rescue Committee January 2012 - March 2012
United States Senate May 2011 - December 2011
Compasio October 2010 - November 2010
Skills
Editing, Community Outreach, Fundraising, Social Media, Nonprofits, Newsletters, Volunteer Management, Grant Writing, Facebook, Twitter, Google Analytics, Adobe Creative Suite, Social Media Marketing, Event Planning, Social Networking
Education
Loyola University Maryland 2008 — 2012
B.A., Political Science
Assumption University 2010 — 2010
Bachelor of Business Administration (B.B.A.)
Orono High School 2004 — 2008
UBS February 2014 - Present
Higher Achievement 2012 - January 2014
United Nations Association of the National Capital Area May 2012 - September 2012
International Rescue Committee January 2012 - March 2012
United States Senate May 2011 - December 2011
Compasio October 2010 - November 2010
Skills
Editing, Community Outreach, Fundraising, Social Media, Nonprofits, Newsletters, Volunteer Management, Grant Writing, Facebook, Twitter, Google Analytics, Adobe Creative Suite, Social Media Marketing, Event Planning, Social Networking
Education
Loyola University Maryland 2008 — 2012
B.A., Political Science
Assumption University 2010 — 2010
Bachelor of Business Administration (B.B.A.)
Orono High School 2004 — 2008
Riyaz Khan Hussain Riyaz Khan Hussain's UBS Experience May 2012 - December 2012
Job Developer/ Architect
Industry Information Technology and Services
Experience
Merrill Lynch/ Bank Of America August 2013 - Present
Bed Bath & Beyond June 2013 - July 2013
Farmers Insurance January 2013 - May 2013
UBS May 2012 - December 2012
Prowise Solutions October 2011 - May 2012
Cognizant Technology Solutions July 2005 - October 2011
Skills
Java Enterprise Edition, Core Java, DB2, Weblogic, PL/SQL, SOA, Struts, Agile Methodologies, Spring, Java, Hibernate, Web Services, Servlets, ILOG, WebSphere Application..., Spring Webflow, Microsoft SQL Server, IBM BPM, WebSphere MQ, WebSphere Message Broker, Ext JS, jQuery, SDLC, Business Process Design, Integration, Websphere, Quality Center, EJB, WebLogic, WebSphere, Spring Framework, HP Quality Center
Education
Anna University 2001 — 2005
Bachelor's degree, Electrical and Electronics Engineering
Merrill Lynch/ Bank Of America August 2013 - Present
Bed Bath & Beyond June 2013 - July 2013
Farmers Insurance January 2013 - May 2013
UBS May 2012 - December 2012
Prowise Solutions October 2011 - May 2012
Cognizant Technology Solutions July 2005 - October 2011
Skills
Java Enterprise Edition, Core Java, DB2, Weblogic, PL/SQL, SOA, Struts, Agile Methodologies, Spring, Java, Hibernate, Web Services, Servlets, ILOG, WebSphere Application..., Spring Webflow, Microsoft SQL Server, IBM BPM, WebSphere MQ, WebSphere Message Broker, Ext JS, jQuery, SDLC, Business Process Design, Integration, Websphere, Quality Center, EJB, WebLogic, WebSphere, Spring Framework, HP Quality Center
Education
Anna University 2001 — 2005
Bachelor's degree, Electrical and Electronics Engineering
J. Benjamin Farris's UBS Experience June 2008 - June 2012
Job Senior Financial Advisor Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
UBS June 2008 - June 2012
Morgan Stanley June 2006 - June 2008
American Arbitration Association June 2001 - June 2006
Skills
Management, Research, Sales, Leadership, Training, Process Improvement, Wealth Management, Investments, Finance, Cash Management, Credit, Customer Service, Estate Planning, Event Planning, Financial Services, Investment Strategies, Marketing, Public Speaking, Retirement, Social Media, Social Media Marketing, Social Networking
Education
Arizona State University
Business Administration
Merrill Lynch June 2012 - Present
UBS June 2008 - June 2012
Morgan Stanley June 2006 - June 2008
American Arbitration Association June 2001 - June 2006
Skills
Management, Research, Sales, Leadership, Training, Process Improvement, Wealth Management, Investments, Finance, Cash Management, Credit, Customer Service, Estate Planning, Event Planning, Financial Services, Investment Strategies, Marketing, Public Speaking, Retirement, Social Media, Social Media Marketing, Social Networking
Education
Arizona State University
Business Administration
Jasmine D. Johnson Jasmine D. Johnson's UBS Experience September 2013 - August 2014
Job MBA Candidate, Hamline University School of Business
Industry Financial Services
Experience
BMW of North America, LLC June 2013 - Present
Club Monaco April 2010 - Present
CoBank April 2015 - September 2015
UBS September 2013 - August 2014
Skills
Social Media, Customer Service, Social Networking, Microsoft Office, Public Speaking, Networking, HR Project Management, Trend Forecasting, Retail, ConsultWorks, Expense Reports, Strategic Communications, Retail Marketing, Retail Sales, Communications Planning, Business Communications, Media Relations, Human Resource Planning, Hiring Personnel, Brand Awareness, Customer Insight, Compensation Planning, People Development, Merchandising, Product Knowledge, Inventory Management
Education
Hamline University 2015 — 2017
Master of Business Administration (M.B.A.), International Business
Syracuse University 2012 — 2012
Bachelor of Arts (BA), Human Resources Management and Journalism
Augsburg College 2009 — 2013
Bachelor's Degree, Mass Communications and Human Relations
BMW of North America, LLC June 2013 - Present
Club Monaco April 2010 - Present
CoBank April 2015 - September 2015
UBS September 2013 - August 2014
Skills
Social Media, Customer Service, Social Networking, Microsoft Office, Public Speaking, Networking, HR Project Management, Trend Forecasting, Retail, ConsultWorks, Expense Reports, Strategic Communications, Retail Marketing, Retail Sales, Communications Planning, Business Communications, Media Relations, Human Resource Planning, Hiring Personnel, Brand Awareness, Customer Insight, Compensation Planning, People Development, Merchandising, Product Knowledge, Inventory Management
Education
Hamline University 2015 — 2017
Master of Business Administration (M.B.A.), International Business
Syracuse University 2012 — 2012
Bachelor of Arts (BA), Human Resources Management and Journalism
Augsburg College 2009 — 2013
Bachelor's Degree, Mass Communications and Human Relations
Brian Vaughn's UBS Experience March 2007 - August 2009
Job Financial Advisor at J.P. Morgan Securities LLC
Industry Investment Management
Experience
J.P.Morgan Securities LLC June 2015 - Present
JPMorgan Chase September 2012 - May 2015
Chase Investment Services December 2011 - August 2012
Chase Bank September 2011 - November 2011
University of Phoenix September 2010 - August 2011
Prudential Financial July 2009 - January 2010
ALPFA Phoenix 2007 - 2010
UBS March 2007 - August 2009
Intel 1996 - 2006
Education
Arizona State University, W. P. Carey School of Business 2004 — 2006
MBA, Finance
University of Phoenix 2001 — 2004
Management
Mililani High School
J.P.Morgan Securities LLC June 2015 - Present
JPMorgan Chase September 2012 - May 2015
Chase Investment Services December 2011 - August 2012
Chase Bank September 2011 - November 2011
University of Phoenix September 2010 - August 2011
Prudential Financial July 2009 - January 2010
ALPFA Phoenix 2007 - 2010
UBS March 2007 - August 2009
Intel 1996 - 2006
Education
Arizona State University, W. P. Carey School of Business 2004 — 2006
MBA, Finance
University of Phoenix 2001 — 2004
Management
Mililani High School
Thomas (Taxi) Wilson Thomas (Taxi) Wilson's UBS Experience June 2010 - August 2010
Job J.D. Candidate, Yale Law School
Industry Higher Education
Experience
U.S. Securities and Exchange Commission June 2015 - August 2015
The Korea Bridge Initiative (KBI) March 2013 - July 2014
U.S. Department of State July 2012 - July 2014
Investment Banking Industry Scholars (IBIS) January 2011 - January 2012
Grayhawk Capital September 2010 - December 2010
UBS June 2010 - August 2010
Lakeside High School June 2008 - August 2009
Skills
Financial Modeling, PowerPoint, Leadership, Public Speaking, Investments, Research, Portfolio Management, Entrepreneurship, Microsoft Excel, Bloomberg, Event Planning, Social Media Marketing, Strategic Planning, Analysis, Financial Analysis, Data Analysis, Valuation, Spanish, Economics
Education
Yale Law School 2014 — 2017
JD Candidate
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Honors Finance
Lakeside School 2000 — 2008
U.S. Securities and Exchange Commission June 2015 - August 2015
The Korea Bridge Initiative (KBI) March 2013 - July 2014
U.S. Department of State July 2012 - July 2014
Investment Banking Industry Scholars (IBIS) January 2011 - January 2012
Grayhawk Capital September 2010 - December 2010
UBS June 2010 - August 2010
Lakeside High School June 2008 - August 2009
Skills
Financial Modeling, PowerPoint, Leadership, Public Speaking, Investments, Research, Portfolio Management, Entrepreneurship, Microsoft Excel, Bloomberg, Event Planning, Social Media Marketing, Strategic Planning, Analysis, Financial Analysis, Data Analysis, Valuation, Spanish, Economics
Education
Yale Law School 2014 — 2017
JD Candidate
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Honors Finance
Lakeside School 2000 — 2008
Emily Lane Emily Lane's UBS Experience September 2006 - October 2007
Job Youth Mentor at Solstice RTC
Industry Mental Health Care
Experience
Solstice RTC March 2011 - June 2014
Youth Health Associates December 2009 - March 2011
UBS September 2006 - October 2007
Education
Weber State University 2006 — 2011
Bachelor of Science (BS), Psychology
Arizona State University 2004 — 2006
Associate's degree, General Studies
Solstice RTC March 2011 - June 2014
Youth Health Associates December 2009 - March 2011
UBS September 2006 - October 2007
Education
Weber State University 2006 — 2011
Bachelor of Science (BS), Psychology
Arizona State University 2004 — 2006
Associate's degree, General Studies
Ranga Balaraman's UBS Experience January 2014 - Present
Job Director Risk and Regulatory Change Management
Industry Investment Banking
Experience
UBS January 2014 - Present
UBS January 2012 - December 2013
UBS November 2009 - December 2011
GENPACT October 2007 - October 2009
GENPACT April 2006 - September 2007
GE Capital September 2002 - March 2006
Skills
Six Sigma, ITIL, Operations Management, PMP, Transition Management, Process Excellence, Service Delivery, BPO, Vendor Management, Outsourcing, Operational Risk..., Change Management, Business Process..., Risk Management, Business Process..., Process Improvement, Training, Security, IT Operations, Governance, Program Management, IT Service Management, Re-engineering, PMO, IT Management, Process Management, Global Delivery, Business Process, Management, SDLC, Incident Management, IT Outsourcing, Team Management, Process Engineering
Education
Indira Gandhi National Open University 1999 — 2002
Master of Computer Application, Computer Applications
Annamalai University 1997 — 1999
Master of Commerce, Commerce
University of Madras 1994 — 1997
Bachelor of Arts, Corporate Secretaryship
P.S.H.S School 1986 — 1992
+12, Commerce, Economics, Maths
UBS January 2014 - Present
UBS January 2012 - December 2013
UBS November 2009 - December 2011
GENPACT October 2007 - October 2009
GENPACT April 2006 - September 2007
GE Capital September 2002 - March 2006
Skills
Six Sigma, ITIL, Operations Management, PMP, Transition Management, Process Excellence, Service Delivery, BPO, Vendor Management, Outsourcing, Operational Risk..., Change Management, Business Process..., Risk Management, Business Process..., Process Improvement, Training, Security, IT Operations, Governance, Program Management, IT Service Management, Re-engineering, PMO, IT Management, Process Management, Global Delivery, Business Process, Management, SDLC, Incident Management, IT Outsourcing, Team Management, Process Engineering
Education
Indira Gandhi National Open University 1999 — 2002
Master of Computer Application, Computer Applications
Annamalai University 1997 — 1999
Master of Commerce, Commerce
University of Madras 1994 — 1997
Bachelor of Arts, Corporate Secretaryship
P.S.H.S School 1986 — 1992
+12, Commerce, Economics, Maths
Hugh Blake-Thomas, III's UBS Experience 2007 - 2010
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Wells Fargo Advisors 2010 - 2014
UBS 2007 - 2010
National City Bank 2005 - 2007
Comerica Wealth & Institutional Management 2004 - 2005
Fidelity Investments 1999 - 2004
Education
Eastern Michigan University 1993 — 1997
Arizona State University 1992 — 1993
Ameriprise Financial Services, Inc. June 2014 - Present
Wells Fargo Advisors 2010 - 2014
UBS 2007 - 2010
National City Bank 2005 - 2007
Comerica Wealth & Institutional Management 2004 - 2005
Fidelity Investments 1999 - 2004
Education
Eastern Michigan University 1993 — 1997
Arizona State University 1992 — 1993
Darrell Hand Darrell Hand's UBS Experience 2005 - 2007
Job Vice President Professional Services at Alden Systems
Industry Information Technology and Services
Experience
Alden Systems November 2013 - Present
Magnolia River Services October 2012 - October 2013
Alden Systems February 2012 - September 2012
Alden Systems January 2009 - January 2012
Self Employed 2007 - 2008
UBS 2005 - 2007
UAI 2004 - 2005
Alagasco 1980 - 2003
Skills
Strategic Planning, Leadership, Business Development, Project Management, Team Leadership, Process Improvement, Sales Management, Project Planning, Team Building, Program Management, Risk Management, Marketing Strategy, Engineering, Contract Negotiation, Operations Management, Budgets, Vendor Management, Telecommunications, Contract Management, Customer Service, Energy, Business Process..., Procurement, Quality Assurance, Management, Cross-functional Team..., Coaching, Proposal Writing, Business Strategy, Analysis, Strategy, Business Planning, Mergers & Acquisitions, New Business Development, Six Sigma, Business Analysis, Change Management, Access, CRM, Management Consulting, Integration, Executive Management, Training
Education
Auburn University 1976 — 1980
Bachelor of Science (B.S.), Business Administration and Management, General
Alden Systems November 2013 - Present
Magnolia River Services October 2012 - October 2013
Alden Systems February 2012 - September 2012
Alden Systems January 2009 - January 2012
Self Employed 2007 - 2008
UBS 2005 - 2007
UAI 2004 - 2005
Alagasco 1980 - 2003
Skills
Strategic Planning, Leadership, Business Development, Project Management, Team Leadership, Process Improvement, Sales Management, Project Planning, Team Building, Program Management, Risk Management, Marketing Strategy, Engineering, Contract Negotiation, Operations Management, Budgets, Vendor Management, Telecommunications, Contract Management, Customer Service, Energy, Business Process..., Procurement, Quality Assurance, Management, Cross-functional Team..., Coaching, Proposal Writing, Business Strategy, Analysis, Strategy, Business Planning, Mergers & Acquisitions, New Business Development, Six Sigma, Business Analysis, Change Management, Access, CRM, Management Consulting, Integration, Executive Management, Training
Education
Auburn University 1976 — 1980
Bachelor of Science (B.S.), Business Administration and Management, General
Mitch Vanderhagen's UBS Experience May 2011 - August 2011
Job Corporate Sales Executive at PowerReviews
Industry Computer Software
Experience
PowerReviews February 2015 - Present
Salesvue October 2014 - February 2015
Salesvue April 2014 - October 2014
PepsiCo - Frito Lay April 2013 - April 2014
Franklin Square Capital Partners May 2012 - January 2013
Pacers Sports & Entertainment December 2011 - April 2012
UBS May 2011 - August 2011
Skills
Sales, Salesforce.com, Management, Investments, CRM, Sales Operations, Customer Service, Marketing, Portfolio Management, Microsoft Excel, Teamwork, PowerPoint, Event Planning, Selling, Cold Calling, Friendly Personality, Social Networking, Vegetable Gardening, Alternative Investments, Wealth Management, Mutual Funds, Goats, Keen Listener, Sales Management, Typing, Sales Presentations, Acting, Deep Tissue Massage, Broadway, Cloud Computing, Restaurant Management, Commercial Kitchen..., Relationship Building, Performance Motivation, Continuous Improvement
Education
Butler University - College of Business Administration 2008 — 2012
College of Business, Finance
Auckland University of Technology 2010 — 2010
Economics, Economics, Finance
PowerReviews February 2015 - Present
Salesvue October 2014 - February 2015
Salesvue April 2014 - October 2014
PepsiCo - Frito Lay April 2013 - April 2014
Franklin Square Capital Partners May 2012 - January 2013
Pacers Sports & Entertainment December 2011 - April 2012
UBS May 2011 - August 2011
Skills
Sales, Salesforce.com, Management, Investments, CRM, Sales Operations, Customer Service, Marketing, Portfolio Management, Microsoft Excel, Teamwork, PowerPoint, Event Planning, Selling, Cold Calling, Friendly Personality, Social Networking, Vegetable Gardening, Alternative Investments, Wealth Management, Mutual Funds, Goats, Keen Listener, Sales Management, Typing, Sales Presentations, Acting, Deep Tissue Massage, Broadway, Cloud Computing, Restaurant Management, Commercial Kitchen..., Relationship Building, Performance Motivation, Continuous Improvement
Education
Butler University - College of Business Administration 2008 — 2012
College of Business, Finance
Auckland University of Technology 2010 — 2010
Economics, Economics, Finance
John M. Shultz John M. Shultz's UBS Experience August 2011 - August 2015
Job Retirement Plan Advisor at Slavic401k Retirement Plan Services
Industry Financial Services
Experience
Slavic401k Retirement Plan Services August 2015 - Present
UBS August 2011 - August 2015
Charles Schwab August 2009 - August 2011
City of Scottsdale August 2006 - August 2009
City of Glendale AZ August 2005 - August 2006
City of Mesa August 2002 - August 2005
City of Phoenix August 2000 - August 2002
Education
Arizona State University
B.S., Biology
Western International University
M.B.A., Management
Slavic401k Retirement Plan Services August 2015 - Present
UBS August 2011 - August 2015
Charles Schwab August 2009 - August 2011
City of Scottsdale August 2006 - August 2009
City of Glendale AZ August 2005 - August 2006
City of Mesa August 2002 - August 2005
City of Phoenix August 2000 - August 2002
Education
Arizona State University
B.S., Biology
Western International University
M.B.A., Management
Deb Gaveglio, M.S. Deb Gaveglio, M.S.'s UBS Experience 2004 - 2004
Job Senior Policy Analyst at Federal Housing Finance Agency Office of Housing & Regulatory Policy
Industry Financial Services
Experience
Federal Housing Finance Agency September 2013 - Present
Making Home Affordable (HAMP) June 2012 - August 2013
Actualize Consulting February 2011 - May 2012
Self Employed 2012 - 2012
Freddie Mac September 2009 - November 2010
Credit Suisse January 2005 - March 2008
Clayton 2005 - 2005
UBS 2004 - 2004
Merrill Lynch September 1991 - November 2001
Skills
Asset Managment, Credit Risk, Loss Mitigation, Data Mining, Mortgage Lending, Banking, Capital Markets, Financial Services, Loans, Financial Analysis, Valuation, Process Improvement, Derivatives, Investments, Securities, Financial Modeling, Finance, Operational Risk..., SDLC, Enterprise Risk..., Fixed Income, Program Management, Mortgage Banking, Asset Management, Securitization, Management, Loan Origination, Business Process, Underwriting, Analysis
Education
Utica College 2009 — 2011
Masters of Science, Economic Crime Management
Art Institute of Philadelphia 2002 — 2004
Associates, Photography
Down Dog Yoga
Down Dog Yoga
Montclair State University
Pompton Lakes High School
HS Diploma, College Prep
Rutgers University-New Brunswick
Bachelors, Organizational Communications
Federal Housing Finance Agency September 2013 - Present
Making Home Affordable (HAMP) June 2012 - August 2013
Actualize Consulting February 2011 - May 2012
Self Employed 2012 - 2012
Freddie Mac September 2009 - November 2010
Credit Suisse January 2005 - March 2008
Clayton 2005 - 2005
UBS 2004 - 2004
Merrill Lynch September 1991 - November 2001
Skills
Asset Managment, Credit Risk, Loss Mitigation, Data Mining, Mortgage Lending, Banking, Capital Markets, Financial Services, Loans, Financial Analysis, Valuation, Process Improvement, Derivatives, Investments, Securities, Financial Modeling, Finance, Operational Risk..., SDLC, Enterprise Risk..., Fixed Income, Program Management, Mortgage Banking, Asset Management, Securitization, Management, Loan Origination, Business Process, Underwriting, Analysis
Education
Utica College 2009 — 2011
Masters of Science, Economic Crime Management
Art Institute of Philadelphia 2002 — 2004
Associates, Photography
Down Dog Yoga
Down Dog Yoga
Montclair State University
Pompton Lakes High School
HS Diploma, College Prep
Rutgers University-New Brunswick
Bachelors, Organizational Communications
Jon R. Gabrielson, CIMA® Jon R. Gabrielson, CIMA®'s UBS Experience September 1986 - Present
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS September 1986 - Present
UBS Financial Services Inc. June 2006 - Present
Education
Investment Management Consulting Association® 2000 — 2000
Certified Investment Management Analyst®, Finance, Member in good standing since June 2000
University of Pennsylvania - The Wharton School 1998 — 2000
Securities Industry Institute, General Course of Study
University of Arizona 1976 — 1978
Bachelor of Science, Agronomy & Plant Genetics
Arizona State University 1975 — 1976
Agronomy
Northern Arizona University 1974 — 1975
Scottsdale Community College 1973 — 1974
Scottsdale High School
UBS September 1986 - Present
UBS Financial Services Inc. June 2006 - Present
Education
Investment Management Consulting Association® 2000 — 2000
Certified Investment Management Analyst®, Finance, Member in good standing since June 2000
University of Pennsylvania - The Wharton School 1998 — 2000
Securities Industry Institute, General Course of Study
University of Arizona 1976 — 1978
Bachelor of Science, Agronomy & Plant Genetics
Arizona State University 1975 — 1976
Agronomy
Northern Arizona University 1974 — 1975
Scottsdale Community College 1973 — 1974
Scottsdale High School
L. Dale Fuller L. Dale Fuller's UBS Experience June 2001 - July 2002
Job Systems Analyst, MBA, BS
Industry Information Technology and Services
Experience
Evans Bank November 2008 - Present
Valley TeleCom Group August 2003 - September 2008
Rex Allen Arizona Cowboy Museum & Willcox Cowboy Hall of Fame 2007 - 2007
UBS June 2001 - July 2002
Superior SDC September 2000 - February 2001
Systems Personnel Inc. August 1999 - September 2000
University at Buffalo January 2000 - May 2000
JDA Software July 1998 - August 1999
Thunderbird School of Global Management June 1993 - June 1998
Paradise Valley Community College May 1997 - August 1997
Skills
Web Applications, Databases, Web Development, Software Development, Microsoft SQL Server, Programming, ASP, JavaScript, XML, Dreamweaver, Visual Studio, Visual Basic, Integration, Java, CMS, Joomla, ColdFusion, jQuery, Web Design, Marketing, Multimedia, Access, VBScript, Testing, Website Development, Intranet, Management, Social Media, Media Development, Multimedia Marketing..., Intranet Design, Development Group..., Department Management, Small Team Management
Education
Arizona State University West 1993 — 1996
MBA, General Management with a personal emphasis in information systems and marketing
University of Arizona 1980 — 1985
BS, Geoscience
Evans Bank November 2008 - Present
Valley TeleCom Group August 2003 - September 2008
Rex Allen Arizona Cowboy Museum & Willcox Cowboy Hall of Fame 2007 - 2007
UBS June 2001 - July 2002
Superior SDC September 2000 - February 2001
Systems Personnel Inc. August 1999 - September 2000
University at Buffalo January 2000 - May 2000
JDA Software July 1998 - August 1999
Thunderbird School of Global Management June 1993 - June 1998
Paradise Valley Community College May 1997 - August 1997
Skills
Web Applications, Databases, Web Development, Software Development, Microsoft SQL Server, Programming, ASP, JavaScript, XML, Dreamweaver, Visual Studio, Visual Basic, Integration, Java, CMS, Joomla, ColdFusion, jQuery, Web Design, Marketing, Multimedia, Access, VBScript, Testing, Website Development, Intranet, Management, Social Media, Media Development, Multimedia Marketing..., Intranet Design, Development Group..., Department Management, Small Team Management
Education
Arizona State University West 1993 — 1996
MBA, General Management with a personal emphasis in information systems and marketing
University of Arizona 1980 — 1985
BS, Geoscience
Yadavalli Srinivas Yadavalli Srinivas's UBS Experience May 2007 - August 2014
Job Tech Lead in BNYM
Industry Computer Software
Experience
BNYM August 2014 - Present
UBS May 2007 - August 2014
ADP December 2004 - March 2007
Syntel July 2001 - December 2004
Skills
Requirements Analysis, Agile Methodologies, SDLC, Software Development, SQL, Java Enterprise Edition, Program Management, Software Project...
Education
Anna University 1999 — 2001
M.Tech, Electrical Enginerring
VRSEC 1994 — 1998
B.Tech.,, Electrical and Electronics Engg.
BNYM August 2014 - Present
UBS May 2007 - August 2014
ADP December 2004 - March 2007
Syntel July 2001 - December 2004
Skills
Requirements Analysis, Agile Methodologies, SDLC, Software Development, SQL, Java Enterprise Edition, Program Management, Software Project...
Education
Anna University 1999 — 2001
M.Tech, Electrical Enginerring
VRSEC 1994 — 1998
B.Tech.,, Electrical and Electronics Engg.
Gregory Schulte, CPA, MSA's UBS Experience December 2006 - June 2007
Job Manager SME at Clayton & McKervey, P.C.
Industry Accounting
Experience
Clayton & McKervey, P.C. September 2014 - Present
Walsh College January 2014 - Present
Clayton & McKervey, P.C. October 2009 - August 2014
Walsh College April 2012 - January 2014
UBS December 2006 - June 2007
Hi-Tech Mold & Engineering, Inc. July 1995 - December 2005
Skills
Financial Reporting, Financial Analysis, General Ledger, Auditing, Manufacturing, Tax Preparation, QuickBooks, Corporate Tax, Finance, International Tax..., CPA, Accounting, Tax, Internal Controls
Education
Walsh College 2007 — 2009
MS, Accountancy
Wayne State University 1992 — 2001
MA, Communication/Film
Arizona State University 1987 — 1991
BS, Business Management
Clayton & McKervey, P.C. September 2014 - Present
Walsh College January 2014 - Present
Clayton & McKervey, P.C. October 2009 - August 2014
Walsh College April 2012 - January 2014
UBS December 2006 - June 2007
Hi-Tech Mold & Engineering, Inc. July 1995 - December 2005
Skills
Financial Reporting, Financial Analysis, General Ledger, Auditing, Manufacturing, Tax Preparation, QuickBooks, Corporate Tax, Finance, International Tax..., CPA, Accounting, Tax, Internal Controls
Education
Walsh College 2007 — 2009
MS, Accountancy
Wayne State University 1992 — 2001
MA, Communication/Film
Arizona State University 1987 — 1991
BS, Business Management
Jami Borman Jami Borman's UBS Experience 1996 - 1997
Job Thought Leader on Technology Trends & Innovation Senior Manager, IT Ops & Solutions at Regeneron
Industry Information Technology and Services
Experience
Regeneron Pharmaceuticals, Inc. December 2014 - Present
Technology Innovation & Transformation 2012 - Present
Citi 2006 - 2012
Citi 2007 - 2009
Citi 2006 - 2007
Avaya 2004 - 2005
PM Passport, LLC 2002 - 2004
Dell 2000 - 2001
Prudential Healthcare / Financial 1997 - 1999
UBS 1996 - 1997
Skills
Data Center, IT Strategy, IT Management, IT Service Management, Program Management, Solution Architecture, Enterprise Architecture, ITIL, Innovative Thinking, Cloud Computing, Business Transformation, Leadership, IT Transformation, Virtualization, Vendor Management, Change Management, IT Operations, Governance, Process Engineering, Team Building, Software Project..., Project Management, Public Speaking, PMO, PMP, SDLC
Education
Arcadia University
Bachelor’s Degree, Formal Logic and Graphic Design
Florida State College at Jacksonville
IT Executive Leadership
New York University
Certificate, Digital Meda
Bucks County Community College
Computer Science
Montgomery College
Computer Programming
Penn State University
Accounting Economics
Regeneron Pharmaceuticals, Inc. December 2014 - Present
Technology Innovation & Transformation 2012 - Present
Citi 2006 - 2012
Citi 2007 - 2009
Citi 2006 - 2007
Avaya 2004 - 2005
PM Passport, LLC 2002 - 2004
Dell 2000 - 2001
Prudential Healthcare / Financial 1997 - 1999
UBS 1996 - 1997
Skills
Data Center, IT Strategy, IT Management, IT Service Management, Program Management, Solution Architecture, Enterprise Architecture, ITIL, Innovative Thinking, Cloud Computing, Business Transformation, Leadership, IT Transformation, Virtualization, Vendor Management, Change Management, IT Operations, Governance, Process Engineering, Team Building, Software Project..., Project Management, Public Speaking, PMO, PMP, SDLC
Education
Arcadia University
Bachelor’s Degree, Formal Logic and Graphic Design
Florida State College at Jacksonville
IT Executive Leadership
New York University
Certificate, Digital Meda
Bucks County Community College
Computer Science
Montgomery College
Computer Programming
Penn State University
Accounting Economics
Gopinathan Parimelazhagan Gopinathan Parimelazhagan's UBS Experience October 2013 - May 2015
Job Software Engineer at American Express
Industry Information Technology and Services
Experience
American Express May 2015 - Present
UBS October 2013 - May 2015
The Home Depot July 2008 - September 2013
Nielsen Media Research March 2008 - June 2008
Rockwell Automation December 2005 - February 2008
Skills
IBM Mainframe, COBOL, JCL, DB2 9.1, SQL DB2, Easytrieve, CICS, REXX, DB2, DB2 Performance tuning, Integration, Requirements Gathering, Testing, Requirements Analysis, SDLC, SQL, Business Analysis, Software Project..., IT Service Management, Systems Analysis
Education
Anna University 2001 — 2005
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering, First Class
American Express May 2015 - Present
UBS October 2013 - May 2015
The Home Depot July 2008 - September 2013
Nielsen Media Research March 2008 - June 2008
Rockwell Automation December 2005 - February 2008
Skills
IBM Mainframe, COBOL, JCL, DB2 9.1, SQL DB2, Easytrieve, CICS, REXX, DB2, DB2 Performance tuning, Integration, Requirements Gathering, Testing, Requirements Analysis, SDLC, SQL, Business Analysis, Software Project..., IT Service Management, Systems Analysis
Education
Anna University 2001 — 2005
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering, First Class
Douglas Haan's UBS Experience October 2005 - April 2009
Job Licensed, Independent Financial Advisor
Industry Financial Services
Experience
Sigma Financial Corporation December 2012 - Present
Holland Ballet May 2014 - Present
Harbor Choral Festival of Music 2002 - Present
Review Committee member for Michigan Department of Insurance and Financial Services September 2014 - September 2014
Review Committee member for Michigan Department of Insurance and Financial Services 2013 - 2013
Western International Securities August 2009 - December 2012
Review Committee member for Michigan Department of Insurance and Financial Services 2012 - 2012
UBS October 2005 - April 2009
Metro 1-Hour Photo, Inc. April 1986 - October 2006
Haymarket Square, Inc. 1991 - 2002
Education
Aquinas College
Attended the Graduate Management Program
Calvin College
Bachelor of Arts, Speech Communications
Sigma Financial Corporation December 2012 - Present
Holland Ballet May 2014 - Present
Harbor Choral Festival of Music 2002 - Present
Review Committee member for Michigan Department of Insurance and Financial Services September 2014 - September 2014
Review Committee member for Michigan Department of Insurance and Financial Services 2013 - 2013
Western International Securities August 2009 - December 2012
Review Committee member for Michigan Department of Insurance and Financial Services 2012 - 2012
UBS October 2005 - April 2009
Metro 1-Hour Photo, Inc. April 1986 - October 2006
Haymarket Square, Inc. 1991 - 2002
Education
Aquinas College
Attended the Graduate Management Program
Calvin College
Bachelor of Arts, Speech Communications
Brian Barroqueiro Brian Barroqueiro's UBS Experience December 2010 - July 2014
Job IT System Administrator at Wharton Borough Public Schools
Industry Financial Services
Experience
Wharton Borough Public Schools July 2014 - Present
UBS December 2010 - July 2014
Horizon Blue Cross Blue Shield of New Jersey March 2010 - December 2010
University Health Plans- Centene Corporation July 2008 - March 2010
Skills
Information Technology, Microsoft Office, Microsoft windows, Apple Products, Linux, Computer Hardware, Windows, Operating Systems, Microsoft Exchange, XP, Windows 7, Technical Support, System Administration, VMware, Software Documentation, VPN, Troubleshooting, Networking, Hardware, Visio, Windows XP
Education
Anthem Institute-Jersey City 2008 — 2009
Computer Networking and Security Diploma, Information Technology
Queen of peace
Wharton Borough Public Schools July 2014 - Present
UBS December 2010 - July 2014
Horizon Blue Cross Blue Shield of New Jersey March 2010 - December 2010
University Health Plans- Centene Corporation July 2008 - March 2010
Skills
Information Technology, Microsoft Office, Microsoft windows, Apple Products, Linux, Computer Hardware, Windows, Operating Systems, Microsoft Exchange, XP, Windows 7, Technical Support, System Administration, VMware, Software Documentation, VPN, Troubleshooting, Networking, Hardware, Visio, Windows XP
Education
Anthem Institute-Jersey City 2008 — 2009
Computer Networking and Security Diploma, Information Technology
Queen of peace
francie nielsen francie nielsen's UBS Experience February 2006 - October 2009
Job Student at Arapahoe Community College
Industry Law Practice
Experience
Arapahoe Community College February 2010 - December 2011
Currently Unemployed October 2009 - December 2011
UBS February 2006 - October 2009
Applebee's January 2000 - February 2006
Skills
Typing, LexisNexis, pacer, Legal Research, Attention To Detail, Team Leadership, Problem Solving, Report Writing, Market Research, Case Management, Customer Experience
Education
Arapahoe Community College 2010 — 2011
In Progress of Certificate, Small Business Management
Downey High School, California 1990 — 1994
Arapahoe Community College February 2010 - December 2011
Currently Unemployed October 2009 - December 2011
UBS February 2006 - October 2009
Applebee's January 2000 - February 2006
Skills
Typing, LexisNexis, pacer, Legal Research, Attention To Detail, Team Leadership, Problem Solving, Report Writing, Market Research, Case Management, Customer Experience
Education
Arapahoe Community College 2010 — 2011
In Progress of Certificate, Small Business Management
Downey High School, California 1990 — 1994
Richard Visintine Richard Visintine's UBS Experience September 2007 - Present
Job Vice President Investments/Financial Advisor at UBS
Industry Financial Services
Experience
UBS September 2007 - Present
Merrill Lynch April 1989 - September 2007
Education
Ashland University 1974 — 1978
BS in BA, Economics
University of Dayton
Master of Business Administration (MBA)
UBS September 2007 - Present
Merrill Lynch April 1989 - September 2007
Education
Ashland University 1974 — 1978
BS in BA, Economics
University of Dayton
Master of Business Administration (MBA)
Robert Benoit, CFP®'s UBS Experience September 2006 - Present
Job Financial Advisor at UBS Financial Services, Inc. Account Vice President
Industry Financial Services
Experience
UBS September 2006 - Present
Education
Assumption College 2000 — 2004
UBS September 2006 - Present
Education
Assumption College 2000 — 2004
Gail Robinson Gail Robinson's UBS Experience 1999 - 2000
Job Gail Robinson, Principal at Robinson Associates
Industry Real Estate
Experience
William Raveis Real Estate 2004 - Present
Robinson Associates September 1999 - Present
Robinson Associates 1994 - 2004
Online Retail Partners 2000 - 2001
UBS 1999 - 2000
Lever Brothers Company 1991 - 1995
PepsiCo 1986 - 1990
Skills
Analysis, Condos, Listings, Single Family Homes, Listing Homes, Marketing Homes, Relocation, Organizational..., Leadership Development, Referrals, Real Estate, Strategic Planning, Sellers, Organizational..., Change Management, First Time Home Buyers, Team Building, Luxury, Co-ops, Marketing, Leadership, Residential Homes, ABR, Waterfront, e-PRO, Sales, Property, Buyer Representation, Buyers, Strategy, Townhomes, Seniors, Selling, Home Staging
Education
Columbia University in the City of New York 1980 — 1990
Ph.D., Organizational Psychology
Assumption College
Master of Arts (M.A.), Counseling Psychology
William Raveis Real Estate 2004 - Present
Robinson Associates September 1999 - Present
Robinson Associates 1994 - 2004
Online Retail Partners 2000 - 2001
UBS 1999 - 2000
Lever Brothers Company 1991 - 1995
PepsiCo 1986 - 1990
Skills
Analysis, Condos, Listings, Single Family Homes, Listing Homes, Marketing Homes, Relocation, Organizational..., Leadership Development, Referrals, Real Estate, Strategic Planning, Sellers, Organizational..., Change Management, First Time Home Buyers, Team Building, Luxury, Co-ops, Marketing, Leadership, Residential Homes, ABR, Waterfront, e-PRO, Sales, Property, Buyer Representation, Buyers, Strategy, Townhomes, Seniors, Selling, Home Staging
Education
Columbia University in the City of New York 1980 — 1990
Ph.D., Organizational Psychology
Assumption College
Master of Arts (M.A.), Counseling Psychology
Mitch Garner, CRPC®'s UBS Experience July 2013 - Present
Job Chartered Retirement Planning Counselor, CRPC® & Wealth Strategy Associate, UBS Financial Services
Industry Financial Services
Experience
UBS July 2013 - Present
UBS February 2011 - July 2013
UBS March 2008 - February 2011
Equitable Mortgage (OH) April 2003 - March 2008
Equitable Mortgage (FL) November 2006 - November 2007
Skills
Treasury Functions, Team Leadership, Strategic Financial..., Banking, Investment Advisory, Retirement Planning, Customer Service, Wealth Management, Asset Allocation, Funding, Professional Portfolio..., Asset Managment, Investment Consulting, Series 7, Series 63, Series 65, Wealth, IRAs
Education
Ashland University 1999 — 2003
BA, finance and economics
UBS July 2013 - Present
UBS February 2011 - July 2013
UBS March 2008 - February 2011
Equitable Mortgage (OH) April 2003 - March 2008
Equitable Mortgage (FL) November 2006 - November 2007
Skills
Treasury Functions, Team Leadership, Strategic Financial..., Banking, Investment Advisory, Retirement Planning, Customer Service, Wealth Management, Asset Allocation, Funding, Professional Portfolio..., Asset Managment, Investment Consulting, Series 7, Series 63, Series 65, Wealth, IRAs
Education
Ashland University 1999 — 2003
BA, finance and economics
Derek Mohamed, CRPC, AAMS's UBS Experience March 2007 - June 2015
Job Managing Director Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
UBS March 2007 - June 2015
Morgan Stanley 1999 - 2007
Skills
Financial Planning, Asset Management, Wealth Management, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Protection..., Wealth Preservation..., Charitable Giving..., Retirement Income..., Wealth Transfer, Financial Advisory, Finance, Strategic Financial..., Investment Advisory, Strategy, Investments, Series 7, Wealth, Retirement, Asset Managment, Investment Strategies, High Net Worth..., Investment Management, Life Insurance, Long-term Care
Education
College for Financial Planning 2009 — 2009
Accredited Asset Management Specialist
American College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Retirement Planning
Assumption College 1995 — 1998
Bachelor of Arts (B.A.), Economics/Finance
Saint John's High School - Shrewsbury, Ma
High School
Merrill Lynch June 2015 - Present
UBS March 2007 - June 2015
Morgan Stanley 1999 - 2007
Skills
Financial Planning, Asset Management, Wealth Management, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Protection..., Wealth Preservation..., Charitable Giving..., Retirement Income..., Wealth Transfer, Financial Advisory, Finance, Strategic Financial..., Investment Advisory, Strategy, Investments, Series 7, Wealth, Retirement, Asset Managment, Investment Strategies, High Net Worth..., Investment Management, Life Insurance, Long-term Care
Education
College for Financial Planning 2009 — 2009
Accredited Asset Management Specialist
American College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Retirement Planning
Assumption College 1995 — 1998
Bachelor of Arts (B.A.), Economics/Finance
Saint John's High School - Shrewsbury, Ma
High School
Yuqi Wang Yuqi Wang's UBS Experience September 2015 - Present
Job Associate Director, Compliance
Industry Banking
Experience
UBS September 2015 - Present
RBS Markets and International Banking July 2014 - Present
RBS Markets and International Banking February 2014 - July 2014
ING December 2010 - November 2013
CP2 Limited December 2008 - July 2009
New Zealand Assets Management 2006 - 2008
Skills
Banking, Portfolio Management, Equities, Corporate Finance, Bloomberg Terminal, Business Development, Microsoft Office, Analytics, Business Process..., Risk Management, Mandarin, Reuters 3000, FX trading, Mortgage Lending, Credit Risk, Team Leadership, Fixed Income, Fund Of Funds
Education
University of Auckland 2000 — 2002
Bachelor of Commerce (B.Com.)
Auckland University of Technology 2009 — 2009
Postgrad Certificate in Business Administration
UBS September 2015 - Present
RBS Markets and International Banking July 2014 - Present
RBS Markets and International Banking February 2014 - July 2014
ING December 2010 - November 2013
CP2 Limited December 2008 - July 2009
New Zealand Assets Management 2006 - 2008
Skills
Banking, Portfolio Management, Equities, Corporate Finance, Bloomberg Terminal, Business Development, Microsoft Office, Analytics, Business Process..., Risk Management, Mandarin, Reuters 3000, FX trading, Mortgage Lending, Credit Risk, Team Leadership, Fixed Income, Fund Of Funds
Education
University of Auckland 2000 — 2002
Bachelor of Commerce (B.Com.)
Auckland University of Technology 2009 — 2009
Postgrad Certificate in Business Administration
Amanda Salem's UBS Experience October 2002 - November 2003
Job Vice President, Relationship Manager III at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase September 2013 - Present
JPMorgan Chase May 2012 - August 2013
Chase Bank February 2008 - May 2012
Chase Bank February 2006 - February 2008
Chase Bank November 2003 - January 2006
UBS October 2002 - November 2003
Skills
Customer Presentations, Data Analysis, Negotiation, Finance, Loans, Investments, Asset, Credit, Banking, Portfolio Management, Financial Analysis, Financial Risk, Relationship Management, Insurance, Financial Modeling, Credit Analysis, Commercial Banking, Risk Management, Sales, Mortgage Lending, Management, Equities, Commercial Lending
Education
Arizona State University 2010 — 2012
MBA, Finance
Ferris State University 1998 — 2002
Bachelor of Science, International Business
Hofstra University 2001 — 2001
Foreign Exhchange Student, French
NEGOCIA - Centre international de formation à la vente et à la négociation commerciale 2000 — 2001
Foreign Exchange Student, International Business
JPMorgan Chase September 2013 - Present
JPMorgan Chase May 2012 - August 2013
Chase Bank February 2008 - May 2012
Chase Bank February 2006 - February 2008
Chase Bank November 2003 - January 2006
UBS October 2002 - November 2003
Skills
Customer Presentations, Data Analysis, Negotiation, Finance, Loans, Investments, Asset, Credit, Banking, Portfolio Management, Financial Analysis, Financial Risk, Relationship Management, Insurance, Financial Modeling, Credit Analysis, Commercial Banking, Risk Management, Sales, Mortgage Lending, Management, Equities, Commercial Lending
Education
Arizona State University 2010 — 2012
MBA, Finance
Ferris State University 1998 — 2002
Bachelor of Science, International Business
Hofstra University 2001 — 2001
Foreign Exhchange Student, French
NEGOCIA - Centre international de formation à la vente et à la négociation commerciale 2000 — 2001
Foreign Exchange Student, International Business
Craig Cmiel's UBS Experience May 2011 - July 2012
Job Managing Partner at Great Lakes & Atlantic Wealth Management & Advisor Partners
Industry Financial Services
Experience
Great Lakes & Atlantic Wealth Management & Advisory Partners, Inc. January 2014 - Present
Solamere Advisors January 2013 - January 2014
Cmiel Consulting August 2012 - January 2013
UBS May 2011 - July 2012
UBS June 2009 - May 2011
UBS September 2007 - June 2009
UBS May 2003 - August 2007
UBS October 2001 - May 2003
Credit Suisse September 2000 - October 2001
Merrill Lynch October 1991 - September 2000
Skills
Wealth Management, Strategic Financial..., Financial Advisory, Asset Allocation, Investment Advisory, Investments, Team Leadership, Portfolio Management, Leadership Development, Asset Managment, Series 3,7,9,10,66
Education
Augustana College 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Furman University 2011 — 2011
Graduate, Diversity Leadership Initiative
Great Lakes & Atlantic Wealth Management & Advisory Partners, Inc. January 2014 - Present
Solamere Advisors January 2013 - January 2014
Cmiel Consulting August 2012 - January 2013
UBS May 2011 - July 2012
UBS June 2009 - May 2011
UBS September 2007 - June 2009
UBS May 2003 - August 2007
UBS October 2001 - May 2003
Credit Suisse September 2000 - October 2001
Merrill Lynch October 1991 - September 2000
Skills
Wealth Management, Strategic Financial..., Financial Advisory, Asset Allocation, Investment Advisory, Investments, Team Leadership, Portfolio Management, Leadership Development, Asset Managment, Series 3,7,9,10,66
Education
Augustana College 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Furman University 2011 — 2011
Graduate, Diversity Leadership Initiative
David Lyall, CFP® David Lyall, CFP®'s UBS Experience June 2001 - July 2003
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2006 - Present
Wachovia Securities Financial Network July 2003 - July 2005
UBS June 2001 - July 2003
Merrill Lynch May 1992 - June 2001
Education
Appalachian State University 1986 — 1991
Bachelor's degree, Business
Ameriprise Financial Services, Inc. August 2006 - Present
Wachovia Securities Financial Network July 2003 - July 2005
UBS June 2001 - July 2003
Merrill Lynch May 1992 - June 2001
Education
Appalachian State University 1986 — 1991
Bachelor's degree, Business
Jennifer McElroy Jennifer McElroy's UBS Experience November 2007 - May 2008
Job Marketing & Social Media Specialist
Industry Marketing and Advertising
Experience
Chicago Architecture Foundation September 2008 - Present
UBS November 2007 - May 2008
Advanced Resources June 2006 - June 2007
MF Global October 2005 - January 2006
Refco July 2003 - November 2005
Skills
Social Media, Social Networking, Social Media Marketing, Email Marketing, Event Planning, Marketing Communications, Marketing, Online Advertising, Public Relations, Event Management, Integrated Marketing, Public Speaking, Advertising, Digital Marketing, Project Management, Research, Marketing Strategy, Facebook, Corporate Communications, Strategic Planning, Content Strategy, Copywriting, Blogging, Nonprofits, New Media
Education
Loyola University Chicago 1998 — 1999
BA, English
Augustana College 1994 — 1997
BA, English
Chicago Architecture Foundation September 2008 - Present
UBS November 2007 - May 2008
Advanced Resources June 2006 - June 2007
MF Global October 2005 - January 2006
Refco July 2003 - November 2005
Skills
Social Media, Social Networking, Social Media Marketing, Email Marketing, Event Planning, Marketing Communications, Marketing, Online Advertising, Public Relations, Event Management, Integrated Marketing, Public Speaking, Advertising, Digital Marketing, Project Management, Research, Marketing Strategy, Facebook, Corporate Communications, Strategic Planning, Content Strategy, Copywriting, Blogging, Nonprofits, New Media
Education
Loyola University Chicago 1998 — 1999
BA, English
Augustana College 1994 — 1997
BA, English
Kader Joseph's UBS Experience 2015 - 2015
Job Wealth Planning Analyst at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
UBS 2015 - 2015
The Newport Group April 2013 - August 2013
XPO Logistics, Inc. February 2013 - March 2013
Vintage Wealth Management Group June 2012 - January 2013
Education
Appalachian State University 2008 — 2012
Bachelor of Science (BS), Finance and Banking
Providence High 2004 — 2008
UBS Wealth Management June 2015 - Present
UBS 2015 - 2015
The Newport Group April 2013 - August 2013
XPO Logistics, Inc. February 2013 - March 2013
Vintage Wealth Management Group June 2012 - January 2013
Education
Appalachian State University 2008 — 2012
Bachelor of Science (BS), Finance and Banking
Providence High 2004 — 2008
Micheale Taylor Micheale Taylor's UBS Experience June 2013 - Present
Job Managing Director, Investment Bank IT at UBS
Industry Computer Software
Experience
UBS June 2013 - Present
UBS July 2004 - June 2013
Deutsche Bank May 2002 - July 2004
Inter-Tel, Inc. January 1998 - May 2002
Skills
SDLC, Agile Methodologies, Enterprise Architecture, Change Management, Trading Systems, Databases, Sybase, Requirements Analysis, Software Project..., Hedge Funds, Financial Services, Scrum, Transaction Processing, IT Outsourcing, Budget Process, System Architecture, High Availability, Production Support, Oracle SQL, Microsoft SQL Server, Program Management, Cross-functional Team..., Software Engineering, Test Automation, Optimizing Performance, STP, Distributed Caching, API development, Release Management, Technical Recruiting, Mentoring, Realtime Programming
Education
Arizona State University 1994 — 1998
BSE, Computer Systems Engineering
UBS June 2013 - Present
UBS July 2004 - June 2013
Deutsche Bank May 2002 - July 2004
Inter-Tel, Inc. January 1998 - May 2002
Skills
SDLC, Agile Methodologies, Enterprise Architecture, Change Management, Trading Systems, Databases, Sybase, Requirements Analysis, Software Project..., Hedge Funds, Financial Services, Scrum, Transaction Processing, IT Outsourcing, Budget Process, System Architecture, High Availability, Production Support, Oracle SQL, Microsoft SQL Server, Program Management, Cross-functional Team..., Software Engineering, Test Automation, Optimizing Performance, STP, Distributed Caching, API development, Release Management, Technical Recruiting, Mentoring, Realtime Programming
Education
Arizona State University 1994 — 1998
BSE, Computer Systems Engineering
Nancy Lucas Nancy Lucas's UBS Experience October 1998 - November 2001
Job Nancylucas.com
Industry Internet
Experience
NancyLucas.com January 2006 - Present
Charleston Mercury October 2006 - Present
Booz Allen Hamilton August 2001 - October 2003
UBS October 1998 - November 2001
Charleston Neurology Assoc 1996 - 1999
Charleston Neurology Assoc 1996 - 1999
Scott & Stringfellow, Inc. October 1995 - November 1998
Godiva Chocolate October 1994 - May 1996
Signet Bank (Capital One) July 1993 - October 1994
Dixie Media, Inc. October 1991 - July 1993
Skills
Photoshop, Dreamweaver, Microsoft Office, Joomla, Adobe Acrobat, Mac, CSS, Email Marketing, InDesign, Web Design, HTML + CSS, Mac OS X, HTML5, OS X, Flash, Illustrator, Graphic Design, JavaScript, Advertising, Digital Photography, WordPress, Social Media, HTML, Social Media Marketing, Facebook, CMS
Education
College of Charleston 1987 — 1992
BS, Business / Marketing
Art Institute of Pittsburgh 2006 — 2007
Certificate, Website Design
NancyLucas.com January 2006 - Present
Charleston Mercury October 2006 - Present
Booz Allen Hamilton August 2001 - October 2003
UBS October 1998 - November 2001
Charleston Neurology Assoc 1996 - 1999
Charleston Neurology Assoc 1996 - 1999
Scott & Stringfellow, Inc. October 1995 - November 1998
Godiva Chocolate October 1994 - May 1996
Signet Bank (Capital One) July 1993 - October 1994
Dixie Media, Inc. October 1991 - July 1993
Skills
Photoshop, Dreamweaver, Microsoft Office, Joomla, Adobe Acrobat, Mac, CSS, Email Marketing, InDesign, Web Design, HTML + CSS, Mac OS X, HTML5, OS X, Flash, Illustrator, Graphic Design, JavaScript, Advertising, Digital Photography, WordPress, Social Media, HTML, Social Media Marketing, Facebook, CMS
Education
College of Charleston 1987 — 1992
BS, Business / Marketing
Art Institute of Pittsburgh 2006 — 2007
Certificate, Website Design
Sid Karpoff's UBS Experience 2000 - 2002
Job Senior Content Strategist
Industry Writing and Editing
Experience
Wells Fargo Home Mortgage February 2014 - Present
Communications consultant, editor and writer, Web content developer June 2013 - February 2014
Lowenstein Sandler LLP January 2013 - June 2013
Bank of America Merrill Lynch September 2002 - October 2012
Lippincott Williams & Wilkins 2005 - 2008
UBS 2000 - 2002
Merrill Lynch March 1989 - December 2000
Hackensack Record 1983 - 1989
Skills
Strategic Communications, Newsletters, Editing, Press Releases, Marketing Communications, Content Development, Internal Communications, Publishing, Public Relations, Corporate Communications, Copy Editing, Copywriting, Marketing, Marketing Strategy, Editorial, Publications, Team Leadership, SEO, Creative Direction, Content Strategy, Leadership, Digital Media, Web Content, Digital Strategy, Advertising, Integrated Marketing, Content Management, Media Relations, Blogging, Strategy, Interviewing Subject..., News Writing, Feature Writing, Online Marketing, Tridion CMS
Education
Antioch University
MA, Comparative Urban Studies
Brooklyn College
BA, Political Science
Wells Fargo Home Mortgage February 2014 - Present
Communications consultant, editor and writer, Web content developer June 2013 - February 2014
Lowenstein Sandler LLP January 2013 - June 2013
Bank of America Merrill Lynch September 2002 - October 2012
Lippincott Williams & Wilkins 2005 - 2008
UBS 2000 - 2002
Merrill Lynch March 1989 - December 2000
Hackensack Record 1983 - 1989
Skills
Strategic Communications, Newsletters, Editing, Press Releases, Marketing Communications, Content Development, Internal Communications, Publishing, Public Relations, Corporate Communications, Copy Editing, Copywriting, Marketing, Marketing Strategy, Editorial, Publications, Team Leadership, SEO, Creative Direction, Content Strategy, Leadership, Digital Media, Web Content, Digital Strategy, Advertising, Integrated Marketing, Content Management, Media Relations, Blogging, Strategy, Interviewing Subject..., News Writing, Feature Writing, Online Marketing, Tridion CMS
Education
Antioch University
MA, Comparative Urban Studies
Brooklyn College
BA, Political Science
Jerry Nichols's UBS Experience 2005 - 2008
Job Senior Director at Apollo Education Group University of Phoenix
Industry Management Consulting
Experience
Apollo Education Group 2014 - Present
M³ Consulting Group 2011 - 2014
RBC 2008 - 2011
RNP, Inc. 2003 - 2011
UBS 2005 - 2008
Merrill Lynch 1997 - 2005
Thunderbird School of Global Management 1995 - 1997
FedEx 1993 - 1996
Primerica 1988 - 1992
Skills
Financial Analysis, Investments, Network Marketing, Insurance, Entrepreneur, Public Speaking, Strategic Planning, Team Building, Coaching, Small Business, New Business Development, Leadership Development, Social Networking, Social Media Marketing, Business Planning, Online Marketing, Health, Organizational..., Business Strategy, Marketing Strategy, Team Leadership, Direct Sales, Blogging, Facebook, Direct Marketing, CEOs, CEO/CFO Certification, CEO Succession, Entrepreneurship, Capital Advisory, Investment Banking, Leadership, Strategy, Management Consulting, Nonprofits, Training, Venture Capital, Sales, Management, Program Management, Finance, Mergers & Acquisitions, CRM, Due Diligence, Recruiting, Executive Management, Marketing, Strategic Financial..., Valuation, Start-ups
Education
Thunderbird School of Global Management
Master of Business Administration, International Finance
Arizona State University
Bachelor of Science, Political Science and Government
Wharton School, University of Pennsylvania
Certified Investment Management Analyst, Finance/Investments
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary Analyst, Fiduciary/Investments
Michigan State University
Estate and Wealth Strategies Institute, Accredited Wealth Manager Certification
The University of Chicago - Booth School of Business
Certified Private Wealth Analyst, Finance/Investments
Apollo Education Group 2014 - Present
M³ Consulting Group 2011 - 2014
RBC 2008 - 2011
RNP, Inc. 2003 - 2011
UBS 2005 - 2008
Merrill Lynch 1997 - 2005
Thunderbird School of Global Management 1995 - 1997
FedEx 1993 - 1996
Primerica 1988 - 1992
Skills
Financial Analysis, Investments, Network Marketing, Insurance, Entrepreneur, Public Speaking, Strategic Planning, Team Building, Coaching, Small Business, New Business Development, Leadership Development, Social Networking, Social Media Marketing, Business Planning, Online Marketing, Health, Organizational..., Business Strategy, Marketing Strategy, Team Leadership, Direct Sales, Blogging, Facebook, Direct Marketing, CEOs, CEO/CFO Certification, CEO Succession, Entrepreneurship, Capital Advisory, Investment Banking, Leadership, Strategy, Management Consulting, Nonprofits, Training, Venture Capital, Sales, Management, Program Management, Finance, Mergers & Acquisitions, CRM, Due Diligence, Recruiting, Executive Management, Marketing, Strategic Financial..., Valuation, Start-ups
Education
Thunderbird School of Global Management
Master of Business Administration, International Finance
Arizona State University
Bachelor of Science, Political Science and Government
Wharton School, University of Pennsylvania
Certified Investment Management Analyst, Finance/Investments
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary Analyst, Fiduciary/Investments
Michigan State University
Estate and Wealth Strategies Institute, Accredited Wealth Manager Certification
The University of Chicago - Booth School of Business
Certified Private Wealth Analyst, Finance/Investments
Carly Jeffrey's UBS Experience February 2013 - January 2014
Job Sales Associate at Raymond James
Industry Financial Services
Experience
Raymond James & Associates Inc. February 2014 - Present
UBS February 2013 - January 2014
Steve Madden December 2012 - February 2013
Steve Madden November 2011 - December 2012
Education
Arizona State University 2009 — 2013
Bachelor of Science (B.S.), Communication
Raymond James & Associates Inc. February 2014 - Present
UBS February 2013 - January 2014
Steve Madden December 2012 - February 2013
Steve Madden November 2011 - December 2012
Education
Arizona State University 2009 — 2013
Bachelor of Science (B.S.), Communication
Melissa Rohrbaugh's UBS Experience 1997 - 1999
Job Relationship Builder and Owner
Industry Financial Services
Experience
REI October 2014 - July 2015
Gap Year January 2014 - July 2015
Interactive Data Corporation January 2011 - December 2013
Interactive Data Corporation January 2001 - December 2010
Interactive Data Corporation May 1999 - January 2001
UBS 1997 - 1999
Rodman & Renshaw 1996 - 1997
Principal Financial Sercurities 1995 - 1996
Education
Augustana College
Bachelors of Arts, Finance & Business Administration
REI October 2014 - July 2015
Gap Year January 2014 - July 2015
Interactive Data Corporation January 2011 - December 2013
Interactive Data Corporation January 2001 - December 2010
Interactive Data Corporation May 1999 - January 2001
UBS 1997 - 1999
Rodman & Renshaw 1996 - 1997
Principal Financial Sercurities 1995 - 1996
Education
Augustana College
Bachelors of Arts, Finance & Business Administration
Richard Arthur Richard Arthur's UBS Experience January 2002 - 2004
Job Geometric Marine
Industry Maritime
Experience
Geometric Marine Services August 2015 - Present
City of Neptune Beach 2010 - Present
Atlantic Coastal Realty 2009 - Present
Crowley Maritime January 2011 - August 2015
Keller Williams 2007 - 2009
Prudential Real Estate 2004 - 2007
UBS January 2002 - 2004
Skills
Strategic Planning, Change Management, Transportation, Negotiation, Logistics, Project Planning, Leadership, Project Management, Management, Business Strategy, Policy, Customer Service, Government, Coaching, Team Leadership, Investment Properties, Sales, Contract Negotiation
Education
Appalachian State University 1995 — 1999
Marketing, Computer Information Systems
Geometric Marine Services August 2015 - Present
City of Neptune Beach 2010 - Present
Atlantic Coastal Realty 2009 - Present
Crowley Maritime January 2011 - August 2015
Keller Williams 2007 - 2009
Prudential Real Estate 2004 - 2007
UBS January 2002 - 2004
Skills
Strategic Planning, Change Management, Transportation, Negotiation, Logistics, Project Planning, Leadership, Project Management, Management, Business Strategy, Policy, Customer Service, Government, Coaching, Team Leadership, Investment Properties, Sales, Contract Negotiation
Education
Appalachian State University 1995 — 1999
Marketing, Computer Information Systems
Joseph Ganino, MBA Joseph Ganino, MBA's UBS Experience May 2009 - September 2009
Job University Advisor at Ashford University
Industry E-Learning
Experience
Bridgepoint Education May 2015 - Present
Ashford University December 2014 - May 2015
Ashford University February 2013 - December 2014
Elephant Bar Restaurant July 2011 - May 2013
ENLI January 2011 - July 2011
Logan's Roadhouse February 2009 - January 2011
UBS May 2009 - September 2009
Darden January 2004 - December 2008
Blackhawk Protection January 2004 - December 2007
Kaiser Permanente September 2003 - June 2004
Skills
Admissions, Conflict Resolution, Critical Thinking, Employee Training, Customer Service, Event Planning, Higher Education, Enrollment Services, Interpersonal..., Individual Counselling, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Organizational..., Psychology, Public Speaking, Restaurants, Student Development, Student Affairs, Teaching, Tutoring, Community Outreach, Leadership Development, Phone Etiquette, PowerPoint, Time Management, Training
Education
Ashford University 2013 — 2014
Master of Business Administration (M.B.A.), 4.0
Arizona State University 2008 — 2011
Bachelor of Science (B.S.), Psychology
Riverside Community College 2004 — 2007
Associate of Arts and Sciences (A.A.S.), Psychology
Bridgepoint Education May 2015 - Present
Ashford University December 2014 - May 2015
Ashford University February 2013 - December 2014
Elephant Bar Restaurant July 2011 - May 2013
ENLI January 2011 - July 2011
Logan's Roadhouse February 2009 - January 2011
UBS May 2009 - September 2009
Darden January 2004 - December 2008
Blackhawk Protection January 2004 - December 2007
Kaiser Permanente September 2003 - June 2004
Skills
Admissions, Conflict Resolution, Critical Thinking, Employee Training, Customer Service, Event Planning, Higher Education, Enrollment Services, Interpersonal..., Individual Counselling, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Organizational..., Psychology, Public Speaking, Restaurants, Student Development, Student Affairs, Teaching, Tutoring, Community Outreach, Leadership Development, Phone Etiquette, PowerPoint, Time Management, Training
Education
Ashford University 2013 — 2014
Master of Business Administration (M.B.A.), 4.0
Arizona State University 2008 — 2011
Bachelor of Science (B.S.), Psychology
Riverside Community College 2004 — 2007
Associate of Arts and Sciences (A.A.S.), Psychology
Troy Tunell, CTFA ®'s UBS Experience January 2009 - Present
Job Vice President / Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2009 - Present
Smith Barney May 2005 - January 2009
Morgan Stanley 1998 - 2005
Education
Arizona State University
UBS January 2009 - Present
Smith Barney May 2005 - January 2009
Morgan Stanley 1998 - 2005
Education
Arizona State University
Ryon Frisch, CFP® Ryon Frisch, CFP®'s UBS Experience July 2005 - April 2008
Job Sr. Financial Planner / Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife June 2009 - Present
RF Solar April 2009 - June 2009
Wachovia Securities, LLC April 2008 - March 2009
UBS July 2005 - April 2008
US Airways October 2002 - July 2005
Agilent Technologies April 2001 - October 2002
Skills
Retirement Planning, Strategic Financial..., 401k Rollovers, Socially Responsible..., Financial Advisory..., Financial Planning, Insurance Planning, College Education...
Education
Arizona State University - W. P. Carey School of Business 1999 — 2001
MBA, Finance
The Johns Hopkins University School of Medicine 1997 — 1999
MA, Biomedical Engineering
Brigham Young University 1989 — 1997
BS, Chemical Engineering
MetLife June 2009 - Present
RF Solar April 2009 - June 2009
Wachovia Securities, LLC April 2008 - March 2009
UBS July 2005 - April 2008
US Airways October 2002 - July 2005
Agilent Technologies April 2001 - October 2002
Skills
Retirement Planning, Strategic Financial..., 401k Rollovers, Socially Responsible..., Financial Advisory..., Financial Planning, Insurance Planning, College Education...
Education
Arizona State University - W. P. Carey School of Business 1999 — 2001
MBA, Finance
The Johns Hopkins University School of Medicine 1997 — 1999
MA, Biomedical Engineering
Brigham Young University 1989 — 1997
BS, Chemical Engineering
Steven Sperry, CFA Steven Sperry, CFA's UBS Experience June 2007 - August 2007
Job Advisory Specialist at American Funds
Industry Financial Services
Experience
American Funds July 2013 - Present
American Funds April 2011 - September 2013
GET Phoenix Young Professionals February 2010 - February 2011
First Command Financial Planning February 2010 - January 2011
American Valet March 2007 - March 2010
Merrill Lynch June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Security Analysis, Inside Sales, Financial Planning, Strategic Financial..., Asset Allocation, Financial Advisory, Investments, Mutual Funds, Retirement Planning, Social Media, Wealth Management
Education
Arizona State University 2005 — 2009
BS, Global Business: Financial Management
American Funds July 2013 - Present
American Funds April 2011 - September 2013
GET Phoenix Young Professionals February 2010 - February 2011
First Command Financial Planning February 2010 - January 2011
American Valet March 2007 - March 2010
Merrill Lynch June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Security Analysis, Inside Sales, Financial Planning, Strategic Financial..., Asset Allocation, Financial Advisory, Investments, Mutual Funds, Retirement Planning, Social Media, Wealth Management
Education
Arizona State University 2005 — 2009
BS, Global Business: Financial Management
Cayce Harlow Cayce Harlow's UBS Experience June 2015 - Present
Job IT Project Analyst at UBS
Industry Information Technology and Services
Experience
UBS June 2015 - Present
Advanced Network Solutions May 2012 - May 2015
Advanced Network Solutions May 2011 - May 2012
Calhoun Community College August 2008 - April 2011
City of Glasgow, KY December 2007 - June 2008
Delphi Infosystems, LLC December 2003 - June 2008
American Engineers, Inc August 2005 - January 2006
Skills
SQL, Management, Testing, Networking, Customer Service, Windows Server, Windows, Computer Hardware, Software Documentation, Project Management, Troubleshooting, Technical Support, Network Administration, Customer Satisfaction, Microsoft Office, Disaster Recovery, Software Installation, IT Service Management, Windows 7, Help Desk Support, System Administration, Active Directory, Security
Education
Athens State University 2008 — 2010
B.S, Management of Technology
KCTCS (Bowling Green Technical College) 2003 — 2005
A.A.S, Information Technology, Computer Programming
UBS June 2015 - Present
Advanced Network Solutions May 2012 - May 2015
Advanced Network Solutions May 2011 - May 2012
Calhoun Community College August 2008 - April 2011
City of Glasgow, KY December 2007 - June 2008
Delphi Infosystems, LLC December 2003 - June 2008
American Engineers, Inc August 2005 - January 2006
Skills
SQL, Management, Testing, Networking, Customer Service, Windows Server, Windows, Computer Hardware, Software Documentation, Project Management, Troubleshooting, Technical Support, Network Administration, Customer Satisfaction, Microsoft Office, Disaster Recovery, Software Installation, IT Service Management, Windows 7, Help Desk Support, System Administration, Active Directory, Security
Education
Athens State University 2008 — 2010
B.S, Management of Technology
KCTCS (Bowling Green Technical College) 2003 — 2005
A.A.S, Information Technology, Computer Programming
Mac Ferguson Mac Ferguson's UBS Experience March 2015 - Present
Job Stock Plan Administrator at UBS
Industry Financial Services
Experience
UBS March 2015 - Present
Skills
Microsoft Word, Excel,..., 8 Years of Spanish..., Teamwork, Microsoft Word, Microsoft Office, Customer Service, Planning
Education
Auburn University 2010 — 2014
Bachelor of Science (BS), Economics
Auburn University 2010 — 2014
Bachelor of Science (B.S.) , Economics
UBS March 2015 - Present
Skills
Microsoft Word, Excel,..., 8 Years of Spanish..., Teamwork, Microsoft Word, Microsoft Office, Customer Service, Planning
Education
Auburn University 2010 — 2014
Bachelor of Science (BS), Economics
Auburn University 2010 — 2014
Bachelor of Science (B.S.) , Economics
Jenny Santi's UBS Experience December 2007 - December 2012
Job Philanthropy Advisor & Author of "The Giving Way to Happiness"
Industry Philanthropy
Experience
The Giving Way to Happiness January 2015 - Present
Saint & Partners July 2013 - Present
The Hawn Foundation July 2013 - Present
UBS December 2007 - December 2012
Skills
Philanthropy, Strategy, Social Entrepreneurship, Management Consulting, Charismatic Leadership, Entrepreneurship, Leadership, Fundraising, Wealth, Corporate Social..., Interior Design, Private Pilot, Aviation, Community Development, Portfolio Management, Strategic Partnerships, Consulting, Public Speaking, Strategic Planning, Nonprofits, Business Strategy
Education
INSEAD 2006 — 2007
MBA, Business Administration, General Management
New York University 2010 — 2011
Philanthropy
The American College 2010 — 2011
Chartered Advisor in Philanthropy
University of Pennsylvania - The Wharton School 2007 — 2007
MBA, Marketing, Communications
Ateneo de Manila University
Summa Cum Laude, Departmental Award for Excellence
ESSCA
The Giving Way to Happiness January 2015 - Present
Saint & Partners July 2013 - Present
The Hawn Foundation July 2013 - Present
UBS December 2007 - December 2012
Skills
Philanthropy, Strategy, Social Entrepreneurship, Management Consulting, Charismatic Leadership, Entrepreneurship, Leadership, Fundraising, Wealth, Corporate Social..., Interior Design, Private Pilot, Aviation, Community Development, Portfolio Management, Strategic Partnerships, Consulting, Public Speaking, Strategic Planning, Nonprofits, Business Strategy
Education
INSEAD 2006 — 2007
MBA, Business Administration, General Management
New York University 2010 — 2011
Philanthropy
The American College 2010 — 2011
Chartered Advisor in Philanthropy
University of Pennsylvania - The Wharton School 2007 — 2007
MBA, Marketing, Communications
Ateneo de Manila University
Summa Cum Laude, Departmental Award for Excellence
ESSCA
Dorai Pichaiyan's UBS Experience September 2006 - August 2007
Job Tech Leader SOA & Cloud, Google
Industry Information Technology and Services
Experience
Google August 2014 - Present
Ferring Pharmaceuticals August 2013 - July 2014
Pfizer September 2012 - August 2013
Bristol-Myers Squibb October 2011 - September 2012
Teva Pharmaceuticals August 2008 - October 2011
Celgene August 2007 - July 2008
UBS September 2006 - August 2007
BNY Mellon September 2005 - August 2006
Pfizer Pharmaceuticals October 2004 - September 2005
Schering-Plough Research Institute October 2002 - September 2004
Skills
Quality Assurance, Cross-functional Team..., Validation, Pharmaceutical Industry, Business Process, 21 CFR Part 11, Process Improvement, Integration, FDA, Management, Strategy, Business Intelligence, ERP, Regulatory Affairs, Project Management, Change Management, Business Analysis, Program Management, GMP, PMO, CRM, Agile Methodologies, Requirements Analysis, Project Planning, Pharmacovigilance, Sop, Testing, ITIL, Analysis, Q&M and R&D doc...., Risk Management, Quality Management, SAP, LIMS, Project Portfolio..., Data Warehousing, GMP, GCP, GLP, ICH and..., EU volume 9/9A and..., AGILE - SCRUM, XP, FDD..., Six Sigma DMAIC, CMMi,..., Disaster Recovery and..., Capital Appropriation –..., Executive Leadership, Business Intelligence -..., IT Strategy Planning, Earned Value Management, Value Propositions, Return on Investment..., CAPA and Inspection..., Oracle SOA Suite
Education
Indian Institute of Technology, Bombay 1982 — 1984
Master of Technology (M.Tech.), Industrial Engineering and Operations Research
Anna University 1977 — 1982
Bachelor of Engineering (B.E.), Mechanical Engineering
Google August 2014 - Present
Ferring Pharmaceuticals August 2013 - July 2014
Pfizer September 2012 - August 2013
Bristol-Myers Squibb October 2011 - September 2012
Teva Pharmaceuticals August 2008 - October 2011
Celgene August 2007 - July 2008
UBS September 2006 - August 2007
BNY Mellon September 2005 - August 2006
Pfizer Pharmaceuticals October 2004 - September 2005
Schering-Plough Research Institute October 2002 - September 2004
Skills
Quality Assurance, Cross-functional Team..., Validation, Pharmaceutical Industry, Business Process, 21 CFR Part 11, Process Improvement, Integration, FDA, Management, Strategy, Business Intelligence, ERP, Regulatory Affairs, Project Management, Change Management, Business Analysis, Program Management, GMP, PMO, CRM, Agile Methodologies, Requirements Analysis, Project Planning, Pharmacovigilance, Sop, Testing, ITIL, Analysis, Q&M and R&D doc...., Risk Management, Quality Management, SAP, LIMS, Project Portfolio..., Data Warehousing, GMP, GCP, GLP, ICH and..., EU volume 9/9A and..., AGILE - SCRUM, XP, FDD..., Six Sigma DMAIC, CMMi,..., Disaster Recovery and..., Capital Appropriation –..., Executive Leadership, Business Intelligence -..., IT Strategy Planning, Earned Value Management, Value Propositions, Return on Investment..., CAPA and Inspection..., Oracle SOA Suite
Education
Indian Institute of Technology, Bombay 1982 — 1984
Master of Technology (M.Tech.), Industrial Engineering and Operations Research
Anna University 1977 — 1982
Bachelor of Engineering (B.E.), Mechanical Engineering
Joshua Foy Joshua Foy's UBS Experience November 2014 - Present
Job Senior Client Service Associate at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
E*TRADE Financial Corporation May 2014 - November 2014
E*TRADE Financial Corporation July 2013 - May 2014
E*TRADE Financial November 2012 - July 2013
OrchardDesign January 2012 - October 2012
Edward Jones November 2010 - December 2011
Auburn University August 2005 - May 2006
OrchardDesign January 2003 - August 2005
Skills
PowerPoint, Microsoft Excel, Finance, Insurance, Microsoft Office, Microsoft Word, Outlook, Customer Service, Research, Series 7, Series 66, Series 63, Financial Advisory
Education
Auburn University 2005 — 2010
Bachelor of Business Administration, Entrepreneurship and Family Business
Auburn University 2005 — 2009
Bachelor of Business Administration, Finance
UBS November 2014 - Present
E*TRADE Financial Corporation May 2014 - November 2014
E*TRADE Financial Corporation July 2013 - May 2014
E*TRADE Financial November 2012 - July 2013
OrchardDesign January 2012 - October 2012
Edward Jones November 2010 - December 2011
Auburn University August 2005 - May 2006
OrchardDesign January 2003 - August 2005
Skills
PowerPoint, Microsoft Excel, Finance, Insurance, Microsoft Office, Microsoft Word, Outlook, Customer Service, Research, Series 7, Series 66, Series 63, Financial Advisory
Education
Auburn University 2005 — 2010
Bachelor of Business Administration, Entrepreneurship and Family Business
Auburn University 2005 — 2009
Bachelor of Business Administration, Finance
Stockton M. Schultz Stockton M. Schultz's UBS Experience April 2013 - Present
Job Account Vice President Portfolio Manager at The Schultz Group UBS
Industry Financial Services
Experience
UBS April 2013 - Present
Morgan Stanley Wealth Management January 2009 - March 2013
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science (B.S.), Business Management
UBS April 2013 - Present
Morgan Stanley Wealth Management January 2009 - March 2013
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science (B.S.), Business Management
Sean O'Neill, CFP® Sean O'Neill, CFP®'s UBS Experience February 2003 - January 2009
Job Certified Financial Planner (TM)
Industry Executive Office
Experience
RBC Wealth Management January 2009 - Present
UBS February 2003 - January 2009
Deutsche Bank Securities November 1999 - January 2003
Skills
Public Speaking, Strategic Planning, Leadership, Entrepreneurship, Investments, Finance, Small Business, Insurance, Financial Analysis, Risk Management, Strategic Financial..., Marketing, Customer Service, Management
Education
Arizona State University 1989 — 1994
Bachelor of Arts, English
Bryant University 2006 — 2008
Certificate in Financial Planning
RBC Wealth Management January 2009 - Present
UBS February 2003 - January 2009
Deutsche Bank Securities November 1999 - January 2003
Skills
Public Speaking, Strategic Planning, Leadership, Entrepreneurship, Investments, Finance, Small Business, Insurance, Financial Analysis, Risk Management, Strategic Financial..., Marketing, Customer Service, Management
Education
Arizona State University 1989 — 1994
Bachelor of Arts, English
Bryant University 2006 — 2008
Certificate in Financial Planning
Joshua Cropp Joshua Cropp's UBS Experience February 2014 - Present
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 2014 - Present
Wells Fargo Home Mortgage February 2012 - December 2013
Capital Financial Group August 2009 - April 2010
Education
Auburn University 2002 — 2007
BA, Sociology
Hargrave Military Academy 2000 — 2002
Chattanooga Christian School 1996 — 1999
UBS February 2014 - Present
Wells Fargo Home Mortgage February 2012 - December 2013
Capital Financial Group August 2009 - April 2010
Education
Auburn University 2002 — 2007
BA, Sociology
Hargrave Military Academy 2000 — 2002
Chattanooga Christian School 1996 — 1999
William Bryant William Bryant's UBS Experience March 2012 - April 2012
Job SME at Vykin Corporation
Industry Information Technology and Services
Experience
Vykin Corporation November 2014 - Present
L-3 National Security Solutions August 2013 - October 2014
Independent Consultant May 2012 - August 2013
UBS March 2012 - April 2012
– Tessada & Associates Inc. DHS/Immigration Customs Enforcement (ICE) – Washington, DC April 2010 - July 2011
Sapphire December 2007 - March 2010
General Dynamics Land Systems 2007 - 2010
Aerotek April 2007 - November 2007
Skills
Systems Engineering, CMMI, Earned Value Management, Security Clearance, Program Management, Requirements Analysis, Defense, Quality Assurance, MS Project, Software Documentation, Configuration Management, IT Service Management, PMO, Integration, Microsoft Project, Analysis, Management
Education
City College of New York 1969 — 1973
Bachelor's Degree, Sociology
Anne Arundel Community College
Information Technology
BSI-Internal Auditor Training for ISO 9001:2008
Carnegie Mellon University
CMMI Training
UBS
ITSM v3 Foundation, ITIL - Foundation
Vykin Corporation November 2014 - Present
L-3 National Security Solutions August 2013 - October 2014
Independent Consultant May 2012 - August 2013
UBS March 2012 - April 2012
– Tessada & Associates Inc. DHS/Immigration Customs Enforcement (ICE) – Washington, DC April 2010 - July 2011
Sapphire December 2007 - March 2010
General Dynamics Land Systems 2007 - 2010
Aerotek April 2007 - November 2007
Skills
Systems Engineering, CMMI, Earned Value Management, Security Clearance, Program Management, Requirements Analysis, Defense, Quality Assurance, MS Project, Software Documentation, Configuration Management, IT Service Management, PMO, Integration, Microsoft Project, Analysis, Management
Education
City College of New York 1969 — 1973
Bachelor's Degree, Sociology
Anne Arundel Community College
Information Technology
BSI-Internal Auditor Training for ISO 9001:2008
Carnegie Mellon University
CMMI Training
UBS
ITSM v3 Foundation, ITIL - Foundation
Ryan Freberg Ryan Freberg's UBS Experience July 2015 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS July 2015 - Present
Morgan Stanley December 2012 - July 2015
BTIG May 2012 - July 2012
The Planning Group of Scottsdale, LLC August 2010 - May 2012
Kvichak Anglers August 2009 - August 2010
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Arizona State University - W. P. Carey School of Business
Finance, General
UBS July 2015 - Present
Morgan Stanley December 2012 - July 2015
BTIG May 2012 - July 2012
The Planning Group of Scottsdale, LLC August 2010 - May 2012
Kvichak Anglers August 2009 - August 2010
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Arizona State University - W. P. Carey School of Business
Finance, General
William Bilinski William Bilinski's UBS Experience May 2002 - December 2002
Job National Sales & Retention MIS Specialist at Citigroup
Industry Banking
Experience
Citigroup February 2007 - Present
The Courier-Journal December 2003 - December 2006
UBS May 2002 - December 2002
Skills
Business Analytics, Business Intelligence, Credit Cards, MIS, Microsoft SQL Server, Ad Hoc Reporting, Finance, Business Analysis, Vendor Management, MS Excel Pivot Tables, CRM, Customer Retention, Team Building, Excel Dashboards, EDW, RCSA, Internal Audit, Trend Analysis, Balanced Scorecard, Sales Compensation..., Hummingbird, Brio Query, ODBC, Dreamweaver, Teradata, Sales Analytics, Sales Compensation..., SAP Netweaver
Education
Auburn University
B.S. Business Administration, Accounting
Indiana Wesleyan University 2005 — 2007
M.B.A., Applied Management
University of Louisville 1998 — 2002
B.S. Business Administration, Marketing
Citigroup February 2007 - Present
The Courier-Journal December 2003 - December 2006
UBS May 2002 - December 2002
Skills
Business Analytics, Business Intelligence, Credit Cards, MIS, Microsoft SQL Server, Ad Hoc Reporting, Finance, Business Analysis, Vendor Management, MS Excel Pivot Tables, CRM, Customer Retention, Team Building, Excel Dashboards, EDW, RCSA, Internal Audit, Trend Analysis, Balanced Scorecard, Sales Compensation..., Hummingbird, Brio Query, ODBC, Dreamweaver, Teradata, Sales Analytics, Sales Compensation..., SAP Netweaver
Education
Auburn University
B.S. Business Administration, Accounting
Indiana Wesleyan University 2005 — 2007
M.B.A., Applied Management
University of Louisville 1998 — 2002
B.S. Business Administration, Marketing
Victoria Baird's UBS Experience September 2003 - October 2008
Job Financial Professional
Industry Internet
Experience
Care.com August 2014 - Present
S&P Capital IQ February 2014 - Present
Brandes Investment Partners October 2011 - September 2013
Brandes Investment Partners October 2008 - October 2011
UBS September 2003 - October 2008
Skills
Series 7, Securities, Investments, Trading, Mutual Funds, Excel, Research, Bloomberg, Analysis, Factset, Morningstar, Thomson One, Market Research, Competitive Analysis, Investment Management, Asset Allocation, Series 63, Financial Markets, Product Management, ETFs, Separately Managed..., Performance Attribution, Bloomberg Terminal, Data Analysis, Investment Advisory, Wealth Management, Microsoft Excel, Equities, Alternative Investments, Investment Strategies, Portfolio Management, Asset Management, Fixed Income, Series 6, Bonds, Derivatives, Relationship Management, Equity Valuation, Finance, Portfolio Optimization, Stock Picking, Institutional..., Chartered Financial..., Equity Research, Value Investing, Financial Analysis, Financial Services, Private Equity, Hedge Funds, Thompson One
Education
Ashford University 2010 — 2011
MBA, Economics
Sacred Heart University 1999 — 2003
BS, Finance
Care.com August 2014 - Present
S&P Capital IQ February 2014 - Present
Brandes Investment Partners October 2011 - September 2013
Brandes Investment Partners October 2008 - October 2011
UBS September 2003 - October 2008
Skills
Series 7, Securities, Investments, Trading, Mutual Funds, Excel, Research, Bloomberg, Analysis, Factset, Morningstar, Thomson One, Market Research, Competitive Analysis, Investment Management, Asset Allocation, Series 63, Financial Markets, Product Management, ETFs, Separately Managed..., Performance Attribution, Bloomberg Terminal, Data Analysis, Investment Advisory, Wealth Management, Microsoft Excel, Equities, Alternative Investments, Investment Strategies, Portfolio Management, Asset Management, Fixed Income, Series 6, Bonds, Derivatives, Relationship Management, Equity Valuation, Finance, Portfolio Optimization, Stock Picking, Institutional..., Chartered Financial..., Equity Research, Value Investing, Financial Analysis, Financial Services, Private Equity, Hedge Funds, Thompson One
Education
Ashford University 2010 — 2011
MBA, Economics
Sacred Heart University 1999 — 2003
BS, Finance
Patrick M. Sheahan Patrick M. Sheahan's UBS Experience April 2002 - July 2012
Job Corporate Social Responsibility, Public Affairs, Philanthropy, Consulting
Industry Philanthropy
Experience
Sheahan Consulting March 2014 - Present
Columbia College Chicago 2013 - January 2014
UBS April 2002 - July 2012
Sara Lee Corporation/Sara Lee Foundation 1997 - 2001
A Touch of Kentucky August 1988 - December 1997
The Spencer Foundation 1993 - 1997
Skills
Leadership, Leadership Development, Strategy, Public Relations, Fundraising, Program Management, Volunteer Management, Corporate Social..., Community Outreach, Public Policy, Research, Grant Writing, Event Planning, Public Speaking, Political Campaigns, Philanthropy, Program Development, Management, Community Development, Higher Education, Proposal Writing, Non-profits, Non-profit..., Social Media, Politics, Policy, Charities, Media Relations, Government, Editing, Public Affairs, Workshop Facilitation, Nonprofits
Education
University of Illinois at Chicago 1993 — 1997
Ph.D., Public Policy Analysis
University of Kentucky 1990 — 1992
M.S., Educational Policy Studies
Asbury College 1987 — 1990
B.A., Business Administration
Sheahan Consulting March 2014 - Present
Columbia College Chicago 2013 - January 2014
UBS April 2002 - July 2012
Sara Lee Corporation/Sara Lee Foundation 1997 - 2001
A Touch of Kentucky August 1988 - December 1997
The Spencer Foundation 1993 - 1997
Skills
Leadership, Leadership Development, Strategy, Public Relations, Fundraising, Program Management, Volunteer Management, Corporate Social..., Community Outreach, Public Policy, Research, Grant Writing, Event Planning, Public Speaking, Political Campaigns, Philanthropy, Program Development, Management, Community Development, Higher Education, Proposal Writing, Non-profits, Non-profit..., Social Media, Politics, Policy, Charities, Media Relations, Government, Editing, Public Affairs, Workshop Facilitation, Nonprofits
Education
University of Illinois at Chicago 1993 — 1997
Ph.D., Public Policy Analysis
University of Kentucky 1990 — 1992
M.S., Educational Policy Studies
Asbury College 1987 — 1990
B.A., Business Administration
Laura Linkinhoker Laura Linkinhoker's UBS Experience September 2013 - Present
Job Registered Client Service Associate with UBS
Industry Financial Services
Experience
UBS September 2013 - Present
UBS December 2012 - January 2013
UBS May 2012 - August 2012
UBS July 2011 - August 2011
Skills
Teamwork, Microsoft Office, Public Speaking, Team Leadership, Finance, Event Planning, Event Management, Microsoft Excel, PowerPoint, Microsoft Word, Access
Education
Auburn University 2009 — 2013
Bachelor of Science in Business Administration, Double Major: Finance and Marketing
UBS September 2013 - Present
UBS December 2012 - January 2013
UBS May 2012 - August 2012
UBS July 2011 - August 2011
Skills
Teamwork, Microsoft Office, Public Speaking, Team Leadership, Finance, Event Planning, Event Management, Microsoft Excel, PowerPoint, Microsoft Word, Access
Education
Auburn University 2009 — 2013
Bachelor of Science in Business Administration, Double Major: Finance and Marketing
Marshall Eichenauer Jr. Marshall Eichenauer Jr.'s UBS Experience December 1996 - August 2008
Job Owner Sagent Wealth Management | Financial Planning | Investment Management
Industry Financial Services
Experience
Sagent Wealth Mangement Financial Planning Investment Management August 2008 - Present
UBS December 1996 - August 2008
Smith Barney February 1993 - December 1996
Home Building January 1984 - February 1993
Skills
Wealth Management, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Financial Services, Investment Advisory, Mutual Funds, Investments, Securities, Investment Strategies, Risk Management, Equities, Fixed Income, Asset Allocation, Hedge Funds, Series 63, Portfolio Management, Insurance, Retirement, Financial Analysis, Fixed Annuities, Strategic Financial..., Real Estate, Asset Managment, Investment Management, Financial Advisory, Finance, Wealth, Series 65
Education
University of Pennsylvania - The Wharton School
IMCA: Certified Investment Management Analyst Program
Arizona State University 1979 — 1983
Bachelor of Science, Finance
Paradise Valley High School
Sagent Wealth Mangement Financial Planning Investment Management August 2008 - Present
UBS December 1996 - August 2008
Smith Barney February 1993 - December 1996
Home Building January 1984 - February 1993
Skills
Wealth Management, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Financial Services, Investment Advisory, Mutual Funds, Investments, Securities, Investment Strategies, Risk Management, Equities, Fixed Income, Asset Allocation, Hedge Funds, Series 63, Portfolio Management, Insurance, Retirement, Financial Analysis, Fixed Annuities, Strategic Financial..., Real Estate, Asset Managment, Investment Management, Financial Advisory, Finance, Wealth, Series 65
Education
University of Pennsylvania - The Wharton School
IMCA: Certified Investment Management Analyst Program
Arizona State University 1979 — 1983
Bachelor of Science, Finance
Paradise Valley High School
Jordan Burke Jordan Burke's UBS Experience October 2010 - December 2010
Job Underwriter at STORE Capital
Industry Financial Services
Experience
STORE Capital March 2015 - Present
Charles Schwab July 2014 - March 2015
Charles Schwab October 2012 - July 2014
Charles Schwab September 2011 - October 2012
UBS October 2010 - December 2010
Columbia Distributing May 2010 - August 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Asset Allocation, Financial Analysis, Bloomberg Terminal, Investments, Capital Markets, Options Strategies, Options, Stock Trading, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Finance
Skyline High School 2003 — 2007
STORE Capital March 2015 - Present
Charles Schwab July 2014 - March 2015
Charles Schwab October 2012 - July 2014
Charles Schwab September 2011 - October 2012
UBS October 2010 - December 2010
Columbia Distributing May 2010 - August 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Asset Allocation, Financial Analysis, Bloomberg Terminal, Investments, Capital Markets, Options Strategies, Options, Stock Trading, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Finance
Skyline High School 2003 — 2007
Konstantin von Beringe Konstantin von Beringe's UBS Experience May 2014 - August 2014
Job Economics and Mathematics student at Arizona State University
Industry Financial Services
Experience
UBS May 2014 - August 2014
UBS July 2013 - August 2013
Arizona State University February 2012 - April 2012
Skills
Economics, Market Research, Financial Analysis, Leadership, Financial Modeling, Data Analysis, Investments, Microsoft Office, LBO, Investment Management, Microsoft Excel, Corporate Finance, Macroeconomics, Microeconomics, Stock Market Analysis, Teamwork, Java, Options, Python, Stata
Education
Arizona State University 2012 — 2016
Bachelor of Science (B.S.), Economics and Mathematics
The London School of Economics and Political Science (LSE) 2015 — 2015
Summer School 2015
UBS May 2014 - August 2014
UBS July 2013 - August 2013
Arizona State University February 2012 - April 2012
Skills
Economics, Market Research, Financial Analysis, Leadership, Financial Modeling, Data Analysis, Investments, Microsoft Office, LBO, Investment Management, Microsoft Excel, Corporate Finance, Macroeconomics, Microeconomics, Stock Market Analysis, Teamwork, Java, Options, Python, Stata
Education
Arizona State University 2012 — 2016
Bachelor of Science (B.S.), Economics and Mathematics
The London School of Economics and Political Science (LSE) 2015 — 2015
Summer School 2015
Jason A. Zilveti, CPWA Jason A. Zilveti, CPWA's UBS Experience February 2008 - Present
Job Zilveti Wealth Management Group, Senior Vice President, UBS Institutional Consulting Group, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 2008 - Present
Morgan Stanley Wealth Management April 2004 - February 2008
Skills
Investments, Finance, Wealth Management, Investment Management, Personal Financial..., Asset Allocation, Asset Management, Financial Advisory, Portfolio Management, Retirement Planning, Wealth Management..., Wealth Preservation..., Fitness, Multi-generational..., Multi-generational..., Holistic Financial..., Financial Services, Investment Advisory, Alternative Investments, Family Wealth...
Education
The University of Chicago - Booth School of Business 2011 — 2011
Certified Private Wealth Advisor - IMCA
Arizona State University 1999 — 2003
Summa Cum Laude - Barrett Honors College
UBS February 2008 - Present
Morgan Stanley Wealth Management April 2004 - February 2008
Skills
Investments, Finance, Wealth Management, Investment Management, Personal Financial..., Asset Allocation, Asset Management, Financial Advisory, Portfolio Management, Retirement Planning, Wealth Management..., Wealth Preservation..., Fitness, Multi-generational..., Multi-generational..., Holistic Financial..., Financial Services, Investment Advisory, Alternative Investments, Family Wealth...
Education
The University of Chicago - Booth School of Business 2011 — 2011
Certified Private Wealth Advisor - IMCA
Arizona State University 1999 — 2003
Summa Cum Laude - Barrett Honors College
Adam Fuelleman, CFA Adam Fuelleman, CFA's UBS Experience 2002 - 2005
Job Senior Analyst at V2 Capital
Industry Investment Management
Experience
V2 Capital, LLC August 2011 - Present
V2 Capital, LLC August 2011 - Present
UBS Financial Services September 2006 - June 2010
Wells Fargo December 2005 - September 2006
UBS 2002 - 2005
Skills
Bloomberg API, Financial Modeling, Asset Management, Portfolio Management, Valuation, Derivatives, Volatility, Equity Research, Equity Valuation, Equity Derivatives, Asset Allocation, Alternative Investments, Bloomberg, Investments, Equities, Hedge Funds, Investment Management, Bloomberg Terminal, Financial Analysis
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Economics, Finance, and Accounting
DePaul University 2004 — 2005
Bachelor of Science (B.S.), Finance, with Honors
Arizona State University 2001 — 2003
B.S., Finance
V2 Capital, LLC August 2011 - Present
V2 Capital, LLC August 2011 - Present
UBS Financial Services September 2006 - June 2010
Wells Fargo December 2005 - September 2006
UBS 2002 - 2005
Skills
Bloomberg API, Financial Modeling, Asset Management, Portfolio Management, Valuation, Derivatives, Volatility, Equity Research, Equity Valuation, Equity Derivatives, Asset Allocation, Alternative Investments, Bloomberg, Investments, Equities, Hedge Funds, Investment Management, Bloomberg Terminal, Financial Analysis
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Economics, Finance, and Accounting
DePaul University 2004 — 2005
Bachelor of Science (B.S.), Finance, with Honors
Arizona State University 2001 — 2003
B.S., Finance
Ken Weiner Ken Weiner's UBS Experience January 2001 - 2003
Job President at InvestorStockAlert.com
Industry Financial Services
Experience
InvestorStockAlert.com December 2013 - Present
Shazamstocks Inc. June 2004 - Present
Vytech January 2003 - January 2005
UBS January 2001 - 2003
Design Craft Fabric January 1992 - January 2001
Skills
Reverse Mergers, Investor Relations, Private Placements, Public Companies, Venture Capital, Funding, Investments, Private Equity, Investment Banking, Trading, Financial Markets, Mergers, Due Diligence, Investors, Stocks, Equities, Start-ups, Entrepreneurship, Corporate Finance, Valuation, Hedge Funds, Capital Markets, Bloomberg, IPO, Asset Management, Securities, Mergers & Acquisitions
Education
Arizona State University 1989 — 1991
Glenbrook North High School 1984 — 1988
InvestorStockAlert.com December 2013 - Present
Shazamstocks Inc. June 2004 - Present
Vytech January 2003 - January 2005
UBS January 2001 - 2003
Design Craft Fabric January 1992 - January 2001
Skills
Reverse Mergers, Investor Relations, Private Placements, Public Companies, Venture Capital, Funding, Investments, Private Equity, Investment Banking, Trading, Financial Markets, Mergers, Due Diligence, Investors, Stocks, Equities, Start-ups, Entrepreneurship, Corporate Finance, Valuation, Hedge Funds, Capital Markets, Bloomberg, IPO, Asset Management, Securities, Mergers & Acquisitions
Education
Arizona State University 1989 — 1991
Glenbrook North High School 1984 — 1988
Kylynn Faries Kylynn Faries's UBS Experience January 2015 - Present
Job Administrative Assistant at Lenovo
Industry Marketing and Advertising
Experience
UBS January 2015 - Present
Lenovo August 2013 - September 2014
American Farm Bureau Insurance Services October 2012 - August 2013
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Enforcement, Time Management, Leadership, Teamwork, Research, Team Leadership, Event Planning, Data Entry, Outlook, Social Media
Education
Appalachian State University 2008 — 2012
Bachelor of Arts (BA), Sociology
UBS January 2015 - Present
Lenovo August 2013 - September 2014
American Farm Bureau Insurance Services October 2012 - August 2013
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Enforcement, Time Management, Leadership, Teamwork, Research, Team Leadership, Event Planning, Data Entry, Outlook, Social Media
Education
Appalachian State University 2008 — 2012
Bachelor of Arts (BA), Sociology
Gabe Ortega Gabe Ortega's UBS Experience 1999 - 2000
Job Vice President at NAI Horizon
Industry Commercial Real Estate
Experience
NAI Horizon January 2001 - Present
UBS 1999 - 2000
Education
Arizona State University 1998 — 2002
Business, Real Estate
NAI Horizon January 2001 - Present
UBS 1999 - 2000
Education
Arizona State University 1998 — 2002
Business, Real Estate
Avilia Guardiola's UBS Experience June 2007 - August 2007
Job Assistant Director at Sponsors for Educational Opportunity
Industry Investment Banking
Experience
Sponsors for Educational Opportunity September 2011 - Present
Bank of America Merrill Lynch February 2010 - August 2011
Lenox Advisors August 2009 - March 2010
Banc of America SecuritiesNEw June 2008 - May 2009
UBS June 2007 - August 2007
Skills
Capital Markets, Financial Modeling, Series 7, PowerPoint, Excel, Microsoft Excel, Financial Services, Recruiting, Talent Management, Series 63, Investment Banking, Financial Analysis, Finance, Bloomberg, Economics, Valuation, Leadership
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Arizona State University, W. P. Carey School of Business 2004 — 2008
B.S., Economics
Sponsors for Educational Opportunity September 2011 - Present
Bank of America Merrill Lynch February 2010 - August 2011
Lenox Advisors August 2009 - March 2010
Banc of America SecuritiesNEw June 2008 - May 2009
UBS June 2007 - August 2007
Skills
Capital Markets, Financial Modeling, Series 7, PowerPoint, Excel, Microsoft Excel, Financial Services, Recruiting, Talent Management, Series 63, Investment Banking, Financial Analysis, Finance, Bloomberg, Economics, Valuation, Leadership
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Arizona State University, W. P. Carey School of Business 2004 — 2008
B.S., Economics
Benjamin Ball Benjamin Ball's UBS Experience March 2014 - Present
Job Managing Enterprise Network/Telecom Architect
Industry Information Technology and Services
Experience
UBS March 2014 - Present
HCA March 2007 - March 2014
Epifany August 2004 - February 2007
Qwest Communications June 2001 - July 2004
Internetwork Experts May 2000 - April 2001
Kent Datacomm January 1998 - May 2000
ODS Networks May 1996 - January 1998
E-Systems September 1993 - May 1996
Lockheed Missiles & Space October 1989 - September 1993
Skills
VoIP, Network Security, Wireless Networking, Contract Negotiation, Partnerships, Cisco Technologies, Disaster Recovery, MPLS, Data Center, Network Engineering, WAN, Network Architecture, Network Design, Firewalls, Networking, VPN, Integration, Servers, Troubleshooting, Network Administration, Security, Software Documentation, ITIL, IP, Telecommunications
Education
Austin Peay State University 1986 — 1989
BSCS
UBS March 2014 - Present
HCA March 2007 - March 2014
Epifany August 2004 - February 2007
Qwest Communications June 2001 - July 2004
Internetwork Experts May 2000 - April 2001
Kent Datacomm January 1998 - May 2000
ODS Networks May 1996 - January 1998
E-Systems September 1993 - May 1996
Lockheed Missiles & Space October 1989 - September 1993
Skills
VoIP, Network Security, Wireless Networking, Contract Negotiation, Partnerships, Cisco Technologies, Disaster Recovery, MPLS, Data Center, Network Engineering, WAN, Network Architecture, Network Design, Firewalls, Networking, VPN, Integration, Servers, Troubleshooting, Network Administration, Security, Software Documentation, ITIL, IP, Telecommunications
Education
Austin Peay State University 1986 — 1989
BSCS
Charlie Bryant Charlie Bryant's UBS Experience November 2010 - January 2013
Job Realtor Coldwell Banker Church Circle
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage Annapolis Church Circle August 2014 - Present
Coldwell Banker Waterman Realty April 2014 - August 2014
Keller Williams Realty January 2014 - March 2014
UBS November 2010 - January 2013
Skills
Real Estate, Customer Service, Sales, Team Leadership, Strategic Leadership, Process Efficiency, Financial Analysis, Sales Tracking, Business Process Mapping, Asset Tracing, Lifestyle Analysis, Microsoft Excel, CRM databases, Marketing Strategy, Seminars, Residential Homes, Commercial Real Estate, Negotiation, Selling, Online Marketing, Marketing, Leadership, Management, Microsoft Office, Social Media, Investment Properties
Education
Anne Arundel Community College
Coldwell Banker Residential Brokerage Annapolis Church Circle August 2014 - Present
Coldwell Banker Waterman Realty April 2014 - August 2014
Keller Williams Realty January 2014 - March 2014
UBS November 2010 - January 2013
Skills
Real Estate, Customer Service, Sales, Team Leadership, Strategic Leadership, Process Efficiency, Financial Analysis, Sales Tracking, Business Process Mapping, Asset Tracing, Lifestyle Analysis, Microsoft Excel, CRM databases, Marketing Strategy, Seminars, Residential Homes, Commercial Real Estate, Negotiation, Selling, Online Marketing, Marketing, Leadership, Management, Microsoft Office, Social Media, Investment Properties
Education
Anne Arundel Community College
Caleb Horton Caleb Horton's UBS Experience May 2014 - May 2015
Job Commercial Loan Assistant at American Bank of Huntsville
Industry Financial Services
Experience
American Bank of Huntsville May 2015 - Present
UBS May 2014 - May 2015
American Bank of Huntsville June 2013 - May 2014
American Bank of Huntsville November 2012 - June 2013
American Bank of Huntsville February 2012 - November 2012
Southerland's Photo February 2009 - March 2012
Skills
Customer Service, Accounting, Payroll, Banking, Credit, FHA, Microsoft Excel, Microsoft Office, Underwriting, Mortgage Lending
Education
Athens State University 2011 — 2014
Bachelor's Degree, Accounting
American Bank of Huntsville May 2015 - Present
UBS May 2014 - May 2015
American Bank of Huntsville June 2013 - May 2014
American Bank of Huntsville November 2012 - June 2013
American Bank of Huntsville February 2012 - November 2012
Southerland's Photo February 2009 - March 2012
Skills
Customer Service, Accounting, Payroll, Banking, Credit, FHA, Microsoft Excel, Microsoft Office, Underwriting, Mortgage Lending
Education
Athens State University 2011 — 2014
Bachelor's Degree, Accounting
Colin Corr Colin Corr's UBS Experience January 2010 - May 2010
Job Outside Sales Account Manager at AT&T
Industry Telecommunications
Experience
AT&T March 2013 - Present
AT&T February 2012 - March 2013
AT&T September 2011 - February 2012
Millward Brown January 2011 - May 2011
UBS January 2010 - May 2010
NCC 2003 - 2006
Skills
Selling, Telephony
Education
Quinnipiac University 2006 — 2010
Bachelor's Degree, Marketing
Auckland University of Technology 2008 — 2008
Study Aboard
CCHS
AT&T March 2013 - Present
AT&T February 2012 - March 2013
AT&T September 2011 - February 2012
Millward Brown January 2011 - May 2011
UBS January 2010 - May 2010
NCC 2003 - 2006
Skills
Selling, Telephony
Education
Quinnipiac University 2006 — 2010
Bachelor's Degree, Marketing
Auckland University of Technology 2008 — 2008
Study Aboard
CCHS
Richard Bush, JD, MBA Richard Bush, JD, MBA's UBS Experience September 2007 - December 2008
Job Bush Law Group, P.C. Managing Attorney
Industry Law Practice
Experience
Bush Law Group, P.C. January 2009 - Present
Bush Capital Investment Corporation January 2001 - Present
Gogolfspace 2010 - 2011
UBS September 2007 - December 2008
Skills
Real Estate, Contract Negotiation, Legal Writing, Litigation, Legal Research, Estate Planning, Investments, Due Diligence, Insurance, Real Estate Transactions, Personal Injury, Civil Litigation, Commercial Litigation, Corporate Law, Mediation
Education
The Citadel 2008 — 2010
MBA, Business
Widener University School of Law 2000 — 2003
JD, Real Estate, Finance, Business
Appalachian State University 1996 — 2000
BSBA, Real Estate, Finance
Bush Law Group, P.C. January 2009 - Present
Bush Capital Investment Corporation January 2001 - Present
Gogolfspace 2010 - 2011
UBS September 2007 - December 2008
Skills
Real Estate, Contract Negotiation, Legal Writing, Litigation, Legal Research, Estate Planning, Investments, Due Diligence, Insurance, Real Estate Transactions, Personal Injury, Civil Litigation, Commercial Litigation, Corporate Law, Mediation
Education
The Citadel 2008 — 2010
MBA, Business
Widener University School of Law 2000 — 2003
JD, Real Estate, Finance, Business
Appalachian State University 1996 — 2000
BSBA, Real Estate, Finance
Nick Matus Nick Matus's UBS Experience May 2009 - May 2011
Job Commercial Associate at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
Bank of America May 2011 - June 2015
UBS May 2009 - May 2011
Salomon Smith Barney May 2005 - April 2009
Education
Appalachian State University 2004 — 2009
BSBA, Finance & Banking
Bank of America Merrill Lynch June 2015 - Present
Bank of America May 2011 - June 2015
UBS May 2009 - May 2011
Salomon Smith Barney May 2005 - April 2009
Education
Appalachian State University 2004 — 2009
BSBA, Finance & Banking
Aaron Kingston Aaron Kingston's UBS Experience June 2009 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS June 2009 - Present
Morgan Stanley August 2006 - June 2009
Merrill Lynch July 2003 - August 2006
A.G. Edwards & Sons, Inc. July 2001 - July 2003
Education
Arizona State University 1998 — 2000
Bachelor of Science, Global Business/Finance
UBS June 2009 - Present
Morgan Stanley August 2006 - June 2009
Merrill Lynch July 2003 - August 2006
A.G. Edwards & Sons, Inc. July 2001 - July 2003
Education
Arizona State University 1998 — 2000
Bachelor of Science, Global Business/Finance
Natalie Vandeventer's UBS Experience January 2004 - December 2006
Job Director of Institutional Advancement at Heard Museum
Industry Museums and Institutions
Experience
Heard Museum July 2014 - Present
Scottsdale Museum of Contemporary Art SMoCA February 2012 - July 2014
Patrick Media Group/Frontdoors News/Food & Flourish Magazines September 2010 - February 2012
Phoenix Woman Magazine June 2010 - September 2010
LPI Multimedia June 2010 - August 2010
ICG January 2007 - June 2010
Van Consulting January 2007 - June 2010
UBS January 2004 - December 2006
UBS Financial 2004-2006 January 2004 - June 2006
Prudential Securities, UBS January 1999 - January 2006
Skills
Grant Writing, Fundraising, Major Gifts, Special Events..., Program Development, Forecasting and..., Strategic Planning, Non-profit Board..., Individual Giving, Corporate Giving, Volunteer and Committee...
Education
Arizona State University
B.A, Communications
Arizona State University
Bachelor of Arts, Communication; an emphasis on Public Affairs
Heard Museum July 2014 - Present
Scottsdale Museum of Contemporary Art SMoCA February 2012 - July 2014
Patrick Media Group/Frontdoors News/Food & Flourish Magazines September 2010 - February 2012
Phoenix Woman Magazine June 2010 - September 2010
LPI Multimedia June 2010 - August 2010
ICG January 2007 - June 2010
Van Consulting January 2007 - June 2010
UBS January 2004 - December 2006
UBS Financial 2004-2006 January 2004 - June 2006
Prudential Securities, UBS January 1999 - January 2006
Skills
Grant Writing, Fundraising, Major Gifts, Special Events..., Program Development, Forecasting and..., Strategic Planning, Non-profit Board..., Individual Giving, Corporate Giving, Volunteer and Committee...
Education
Arizona State University
B.A, Communications
Arizona State University
Bachelor of Arts, Communication; an emphasis on Public Affairs
Ryan Maack Ryan Maack's UBS Experience February 2014 - October 2014
Job Student at Arizona State University
Industry Financial Services
Experience
UBS February 2014 - October 2014
Arizona State University August 2013 - December 2013
Skills
PowerPoint, Microsoft Word
Education
Arizona State University 2011 — 2015
Bachelor’s Degree, Finance, 3.0
UBS February 2014 - October 2014
Arizona State University August 2013 - December 2013
Skills
PowerPoint, Microsoft Word
Education
Arizona State University 2011 — 2015
Bachelor’s Degree, Finance, 3.0
Prasenjeet Das's UBS Experience March 2013 - March 2014
Job Project Manager(Intern) at PrimeAlpha.com
Industry Information Technology and Services
Experience
PrimeAlpha.com June 2015 - Present
New York University August 2014 - Present
Infosys October 2009 - June 2014
UBS March 2013 - March 2014
Skills
Unix, Requirements Analysis, PL/SQL, Java Enterprise Edition, Oracle, Core Java, Solution Architecture, Microsoft SQL Server, SQL, Pre-sales, Java, JSP
Education
New York University 2014 — 2016
Master of Information Systems MSIS, Management Information Systems, General
New York University - Leonard N. Stern School of Business 2014 — 2016
Management of Information Systems, Management Information Systems, General
University of Mumbai 2005 — 2009
Bachelor of Technology (B.Tech.), Instrumentation Technology/Technician
Apeejay School
PrimeAlpha.com June 2015 - Present
New York University August 2014 - Present
Infosys October 2009 - June 2014
UBS March 2013 - March 2014
Skills
Unix, Requirements Analysis, PL/SQL, Java Enterprise Edition, Oracle, Core Java, Solution Architecture, Microsoft SQL Server, SQL, Pre-sales, Java, JSP
Education
New York University 2014 — 2016
Master of Information Systems MSIS, Management Information Systems, General
New York University - Leonard N. Stern School of Business 2014 — 2016
Management of Information Systems, Management Information Systems, General
University of Mumbai 2005 — 2009
Bachelor of Technology (B.Tech.), Instrumentation Technology/Technician
Apeejay School
Joseph Seidler's UBS Experience June 2014 - Present
Job Senior Vice PresidentWealth Management
Industry Financial Services
Experience
UBS June 2014 - Present
Education
Arizona State University 1987 — 1991
B.A.
UBS June 2014 - Present
Education
Arizona State University 1987 — 1991
B.A.
Ken Cheshire's UBS Experience December 2004 - May 2005
Job Beat Cancer while providing App Support!
Industry Computer Software
Experience
UnitedHealth Group November 2013 - Present
Hartford Hospital February 2012 - November 2013
ESPN April 2011 - February 2012
ING June 2006 - April 2011
Modis January 2006 - June 2006
CIGNA Healthcare June 2005 - January 2006
UBS December 2004 - May 2005
Goldman Sachs May 2000 - December 2004
Skills
Databases, Unix, Microsoft SQL Server, SQL, Oracle, XML, Software Development, Testing, Perl, System Administration, Visual Basic, Unix Shell Scripting, Shell Scripting, .NET, Performance Tuning, Windows, VB.NET, VBA
Education
Worcester Polytechnic Institute 1996 — 1997
Certificate
Assumption College 1990 — 1994
BA
Xavier High School 1986 — 1990
UnitedHealth Group November 2013 - Present
Hartford Hospital February 2012 - November 2013
ESPN April 2011 - February 2012
ING June 2006 - April 2011
Modis January 2006 - June 2006
CIGNA Healthcare June 2005 - January 2006
UBS December 2004 - May 2005
Goldman Sachs May 2000 - December 2004
Skills
Databases, Unix, Microsoft SQL Server, SQL, Oracle, XML, Software Development, Testing, Perl, System Administration, Visual Basic, Unix Shell Scripting, Shell Scripting, .NET, Performance Tuning, Windows, VB.NET, VBA
Education
Worcester Polytechnic Institute 1996 — 1997
Certificate
Assumption College 1990 — 1994
BA
Xavier High School 1986 — 1990
Vipul Chib's UBS Experience March 2007 - October 2010
Job Sr. Systems Engineer at Arista Networks
Industry Computer Networking
Experience
Arista Networks, Inc. July 2013 - Present
Citi December 2012 - Present
CSC / UBS Account October 2010 - December 2012
UBS March 2007 - October 2010
IPG January 2002 - March 2007
PwC September 2000 - October 2001
Banyan / ePresense April 2000 - September 2000
inVentiv Health August 1999 - May 2000
Skills
Network Security, Networking, Data Center, Disaster Recovery, Vendor Management, IT Strategy, Enterprise Architecture, IT Management, Infrastructure, IT Service Management, IT Operations, Integration, Trading Systems, Cisco Technologies, Virtualization, Firewalls, Solution Architecture, TCP/IP, Information Security, Routing, Service Delivery, Network Architecture, Cloud Computing, BGP
Education
Ramapo College of New Jersey 1995 — 1998
BS, Computer Information Systems
Apeejay School 1982 — 1990
High School
Arista Networks, Inc. July 2013 - Present
Citi December 2012 - Present
CSC / UBS Account October 2010 - December 2012
UBS March 2007 - October 2010
IPG January 2002 - March 2007
PwC September 2000 - October 2001
Banyan / ePresense April 2000 - September 2000
inVentiv Health August 1999 - May 2000
Skills
Network Security, Networking, Data Center, Disaster Recovery, Vendor Management, IT Strategy, Enterprise Architecture, IT Management, Infrastructure, IT Service Management, IT Operations, Integration, Trading Systems, Cisco Technologies, Virtualization, Firewalls, Solution Architecture, TCP/IP, Information Security, Routing, Service Delivery, Network Architecture, Cloud Computing, BGP
Education
Ramapo College of New Jersey 1995 — 1998
BS, Computer Information Systems
Apeejay School 1982 — 1990
High School
Jonathan Biggs's UBS Experience 2007 - 2008
Job Process Assistant at Amazon
Industry Internet
Experience
Amazon July 2014 - Present
Trading Solutions 2012 - Present
CastleBay Capital Management Pte Ltd 2012 - 2012
Comtrack Pte. Ltd. 2010 - 2012
Citibank 2008 - 2010
UBS 2007 - 2008
Caxton Associates LLC 2001 - 2006
Education
ARC Academy Shibuya 2013 — 2013
JLPT N5
Arizona State University, W. P. Carey School of Business 1996 — 2000
Bachelor of Science, Finance, Psychology
Amazon July 2014 - Present
Trading Solutions 2012 - Present
CastleBay Capital Management Pte Ltd 2012 - 2012
Comtrack Pte. Ltd. 2010 - 2012
Citibank 2008 - 2010
UBS 2007 - 2008
Caxton Associates LLC 2001 - 2006
Education
ARC Academy Shibuya 2013 — 2013
JLPT N5
Arizona State University, W. P. Carey School of Business 1996 — 2000
Bachelor of Science, Finance, Psychology
anand chavan's UBS Experience May 2010 - April 2015
Job Founder at GuardX
Industry Investment Banking
Experience
GuardX May 2015 - Present
UBS May 2010 - April 2015
J.P. Morgan January 2007 - May 2010
Amaranth January 2005 - January 2007
University of Phoenix February 2004 - December 2004
Cisco Systems May 2000 - February 2004
Skills
Quantitative Analytics, Equity Derivatives, Financial Technology, Trading Systems, Quantitative Finance, Derivatives, Equities, Trading, C++, Options, Agile Methodologies, Java, SQL, Electronic Trading, Risk Management, Software Development, Investment Banking, Distributed Systems, KDB, Order Management, Market Data, Time Series Analysis, Oracle, Market Risk, Financial Markets, SDLC, Credit Derivatives
Education
Columbia University in the City of New York 2009 — 2011
M.A.F.N., Financial Mathematics
Arizona State University 1999 — 2001
M.S., Computer Science
Indian Institute of Technology, Guwahati 1995 — 1999
B.Tech, Computer Science & Engineering
Campion School 1990 — 1995
GuardX May 2015 - Present
UBS May 2010 - April 2015
J.P. Morgan January 2007 - May 2010
Amaranth January 2005 - January 2007
University of Phoenix February 2004 - December 2004
Cisco Systems May 2000 - February 2004
Skills
Quantitative Analytics, Equity Derivatives, Financial Technology, Trading Systems, Quantitative Finance, Derivatives, Equities, Trading, C++, Options, Agile Methodologies, Java, SQL, Electronic Trading, Risk Management, Software Development, Investment Banking, Distributed Systems, KDB, Order Management, Market Data, Time Series Analysis, Oracle, Market Risk, Financial Markets, SDLC, Credit Derivatives
Education
Columbia University in the City of New York 2009 — 2011
M.A.F.N., Financial Mathematics
Arizona State University 1999 — 2001
M.S., Computer Science
Indian Institute of Technology, Guwahati 1995 — 1999
B.Tech, Computer Science & Engineering
Campion School 1990 — 1995
Delano Phillips, Esq.'s UBS Experience May 2005 - September 2007
Job Managing Member at SALVADOR | PHILLIPS, PLLC.
Industry Law Practice
Experience
AffinityGroup9, LLC. January 2014 - Present
SALVADOR PHILLIPS, PLLC. January 2014 - Present
E*TRADE Financial February 2007 - September 2009
UBS May 2005 - September 2007
Skills
Finance, Sales, Licensing, Business Development, Legal, Intellectual Property, Sports Coaching, Sports Law, Entertainment Law, Personal Injury..., Criminal Law, Copyright Law, Trademark law, Series 7, Series 66, Licensed Life & Health..., Mediation, Courts, Negotiation, Litigation, Public Speaking, Civil Litigation, Legal Writing, Legal Research, Westlaw, Contract Negotiation, Trademarks
Education
Phoenix School of Law 2010 — 2012
Doctor of Law (J.D.)
Arizona State University 1994 — 1999
Bachelor of Arts (B.A.)
AffinityGroup9, LLC. January 2014 - Present
SALVADOR PHILLIPS, PLLC. January 2014 - Present
E*TRADE Financial February 2007 - September 2009
UBS May 2005 - September 2007
Skills
Finance, Sales, Licensing, Business Development, Legal, Intellectual Property, Sports Coaching, Sports Law, Entertainment Law, Personal Injury..., Criminal Law, Copyright Law, Trademark law, Series 7, Series 66, Licensed Life & Health..., Mediation, Courts, Negotiation, Litigation, Public Speaking, Civil Litigation, Legal Writing, Legal Research, Westlaw, Contract Negotiation, Trademarks
Education
Phoenix School of Law 2010 — 2012
Doctor of Law (J.D.)
Arizona State University 1994 — 1999
Bachelor of Arts (B.A.)
John Olds's UBS Experience January 2007 - April 2009
Job Creative Director, Creative Services, J.P. Morgan Private Bank
Industry Marketing and Advertising
Experience
J.P. Morgan Private Bank January 2010 - Present
UBS January 2007 - April 2009
Draftfcb June 2006 - July 2007
Wunderman June 2004 - June 2006
FCBi January 1996 - June 2004
Wunderman/San Francisco October 1993 - January 1996
Wunderman/New York February 1984 - October 1993
Education
Art Center College of Design 1976 — 1979
BFA
J.P. Morgan Private Bank January 2010 - Present
UBS January 2007 - April 2009
Draftfcb June 2006 - July 2007
Wunderman June 2004 - June 2006
FCBi January 1996 - June 2004
Wunderman/San Francisco October 1993 - January 1996
Wunderman/New York February 1984 - October 1993
Education
Art Center College of Design 1976 — 1979
BFA
Dr. Sudhakar (Sid) Ramanathan's UBS Experience 2011 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS 2011 - Present
Barclays Capital 2010 - 2011
Iknow LLC 2009 - 2009
Merrill Lynch October 2005 - 2009
Merrill Lynch August 2000 - September 2005
Synergic Systems Consulting November 1994 - July 2000
Vector Consulting September 1990 - October 1994
CMC Ltd 1988 - 1990
Skills
Enterprise Architecture, IT Strategy, Trading, SDLC, Enterprise Content..., Enterprise Search, Business Process..., Delivering Results, Workflow Applications, Wealth Management, Investment Banking, Legal Technology, Counterparty Risk, Compliance, Text Analytics, Business Analysis, PMO, Leadership, Financial Services, Project Portfolio..., Fixed Income, Governance, Program Management, Information Technology, Management Consulting, IT Management, Project Management, Business Process..., Vendor Management, Offshoring, Business Transformation, Risk Management, Professional Services, Infrastructure, Management, Team Leadership, Consulting, Strategy
Education
University of Phoenix 2003 — 2008
DM (Doctor of Management), Management (Organizational Leadership)
New Jersey Institute of Technology 1996 — 1999
MS, Computer Science
Annamalai University 1987 — 1989
MS, Physics
UBS 2011 - Present
Barclays Capital 2010 - 2011
Iknow LLC 2009 - 2009
Merrill Lynch October 2005 - 2009
Merrill Lynch August 2000 - September 2005
Synergic Systems Consulting November 1994 - July 2000
Vector Consulting September 1990 - October 1994
CMC Ltd 1988 - 1990
Skills
Enterprise Architecture, IT Strategy, Trading, SDLC, Enterprise Content..., Enterprise Search, Business Process..., Delivering Results, Workflow Applications, Wealth Management, Investment Banking, Legal Technology, Counterparty Risk, Compliance, Text Analytics, Business Analysis, PMO, Leadership, Financial Services, Project Portfolio..., Fixed Income, Governance, Program Management, Information Technology, Management Consulting, IT Management, Project Management, Business Process..., Vendor Management, Offshoring, Business Transformation, Risk Management, Professional Services, Infrastructure, Management, Team Leadership, Consulting, Strategy
Education
University of Phoenix 2003 — 2008
DM (Doctor of Management), Management (Organizational Leadership)
New Jersey Institute of Technology 1996 — 1999
MS, Computer Science
Annamalai University 1987 — 1989
MS, Physics
Alvin Oswandy's UBS Experience June 2008 - August 2008
Job Investment Banking Summer Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2015 - August 2015
First Republic Bank May 2012 - June 2014
Stifel Financial Corp. June 2009 - May 2012
UBS June 2008 - August 2008
Skills
Portfolio Management, Financial Modeling, Investments, Financial Analysis, Equities, Analysis, Bloomberg, Capital Markets, Corporate Finance, Credit, Economics, Fixed Income, Investment Banking
Education
Duke University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Arizona State University 2004 — 2009
Bachelor's Degree, Economics and Finance / Minor in Mathematics
Mountain Pointe High School 2000 — 2004
High School
Deutsche Bank June 2015 - August 2015
First Republic Bank May 2012 - June 2014
Stifel Financial Corp. June 2009 - May 2012
UBS June 2008 - August 2008
Skills
Portfolio Management, Financial Modeling, Investments, Financial Analysis, Equities, Analysis, Bloomberg, Capital Markets, Corporate Finance, Credit, Economics, Fixed Income, Investment Banking
Education
Duke University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Arizona State University 2004 — 2009
Bachelor's Degree, Economics and Finance / Minor in Mathematics
Mountain Pointe High School 2000 — 2004
High School
Srikanth (Sri) Nagarajan's UBS Experience June 2002 - June 2006
Job CEO, Senior Research Analyst
Industry Financial Services
Experience
ValAn Global Solutions October 2012 - Present
Cantor Fitzgerald December 2011 - June 2012
FBR Capital Markets & Co. January 2010 - December 2011
Cohen and Steers June 2007 - September 2009
RBC Capital 2006 - 2007
UBS June 2002 - June 2006
UBS New York 2002 - 2005
Sabre Inc. 1993 - 2000
Skills
Equity Research, Valuation, Equities, Financial Modeling, Capital Markets, Hedge Funds, Portfolio Management, Asset Managment, Alternative Investments, Investment Banking, Private Equity, Fixed Income, Real Estate, Emerging Markets, Derivatives, Asset Management, Investment Management, Corporate Finance, Equity Valuation, Investments, Financial Analysis, Finance, Bloomberg, Management, Securities, Trading, Analysis
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance, Strategy
University of Arizona 1991 — 1993
MS, Systems Engineering/Operations Research
Louisiana State University 1989 — 1991
MS, Industrial Engineering
Anna University 1985 — 1989
Bachelor of Engineering, Engineering
ValAn Global Solutions October 2012 - Present
Cantor Fitzgerald December 2011 - June 2012
FBR Capital Markets & Co. January 2010 - December 2011
Cohen and Steers June 2007 - September 2009
RBC Capital 2006 - 2007
UBS June 2002 - June 2006
UBS New York 2002 - 2005
Sabre Inc. 1993 - 2000
Skills
Equity Research, Valuation, Equities, Financial Modeling, Capital Markets, Hedge Funds, Portfolio Management, Asset Managment, Alternative Investments, Investment Banking, Private Equity, Fixed Income, Real Estate, Emerging Markets, Derivatives, Asset Management, Investment Management, Corporate Finance, Equity Valuation, Investments, Financial Analysis, Finance, Bloomberg, Management, Securities, Trading, Analysis
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance, Strategy
University of Arizona 1991 — 1993
MS, Systems Engineering/Operations Research
Louisiana State University 1989 — 1991
MS, Industrial Engineering
Anna University 1985 — 1989
Bachelor of Engineering, Engineering
Garrett Devine's UBS Experience 1997 - 2008
Job President/CEO at Platinum Wealth Advisors of Beverly Hills
Industry Financial Services
Experience
Platinum Wealth Advisors of Beverly Hills March 2014 - Present
Wells Fargo, The Private Bank --Beverly Hills March 2010 - March 2014
Marsh January 2008 - 2010
UBS 1997 - 2008
Skills
Family Office, Finance, Business Development, Wealth Management..., Wealth Management, Investments, Management, Wealth, Asset Allocation, Portfolio Management, Investment Advisory, CRM, Series 7, High Net Worth..., Investment Strategies, Asset Management, Alternative Investments
Education
Thunderbird School of Global Management 2004 — 2005
MBA, International Business
Arizona State University 1993 — 1995
M.B.A.
Georgetown University
BA, Economics
The University of North Dakota
Platinum Wealth Advisors of Beverly Hills March 2014 - Present
Wells Fargo, The Private Bank --Beverly Hills March 2010 - March 2014
Marsh January 2008 - 2010
UBS 1997 - 2008
Skills
Family Office, Finance, Business Development, Wealth Management..., Wealth Management, Investments, Management, Wealth, Asset Allocation, Portfolio Management, Investment Advisory, CRM, Series 7, High Net Worth..., Investment Strategies, Asset Management, Alternative Investments
Education
Thunderbird School of Global Management 2004 — 2005
MBA, International Business
Arizona State University 1993 — 1995
M.B.A.
Georgetown University
BA, Economics
The University of North Dakota
Erin Alabaster's UBS Experience April 2006 - May 2011
Job Owner, Gymboree Play and Music
Industry Consumer Services
Experience
Gymboree Play and Music February 2010 - Present
UBS April 2006 - May 2011
Wachovia Bank June 2000 - August 2004
Skills
Marketing, Strategic Planning, Entrepreneurship, Social Media, Marketing Strategy, Social Media Marketing, Sales, Team Building
Education
Auburn University 1996 — 2000
BA, Communication Disorders and Business
Gymboree Play and Music February 2010 - Present
UBS April 2006 - May 2011
Wachovia Bank June 2000 - August 2004
Skills
Marketing, Strategic Planning, Entrepreneurship, Social Media, Marketing Strategy, Social Media Marketing, Sales, Team Building
Education
Auburn University 1996 — 2000
BA, Communication Disorders and Business
Aaron Bible's UBS Experience Chief Financial OfficerReach CompaniesJune 2010 - Present
Job Entrepreneur
Industry Financial Services
Experience
UBS Chief Financial OfficerReach CompaniesJune 2010 - Present
Skills
Management, Project Management, Leadership, Strategic Planning, Financial Analysis, Business Strategy, Marketing, Strategy, Accounting
Education
University of St. Thomas 2008 — 2010
Master of Business Administration (M.B.A.), Accounting
University of St. Thomas 2005 — 2008
BA, Finance/Economics
UBS Chief Financial OfficerReach CompaniesJune 2010 - Present
Skills
Management, Project Management, Leadership, Strategic Planning, Financial Analysis, Business Strategy, Marketing, Strategy, Accounting
Education
University of St. Thomas 2008 — 2010
Master of Business Administration (M.B.A.), Accounting
University of St. Thomas 2005 — 2008
BA, Finance/Economics
Donna Sweiss's UBS Experience 2006 - 2008
Job Diector Operational Risk Permanent Supervison at Newedge
Industry Financial Services
Experience
Newedge 2008 - 2012
UBS 2006 - 2008
Merrill Lynch 2000 - 2006
FIMAT USA 1999 - 2000
MF Global 1996 - 1999
Lind Waldock 1995 - 1996
Lind Waldock 1994 - 1995
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Credit, Wealth Management, Securities
Education
Arizona State University 1987 — 1991
Bachelor's degree, Agribusiness/Agricultural Business Operations
CBOT Commodities Institute
Series 3 Registered
Series 7 Registered
Newedge 2008 - 2012
UBS 2006 - 2008
Merrill Lynch 2000 - 2006
FIMAT USA 1999 - 2000
MF Global 1996 - 1999
Lind Waldock 1995 - 1996
Lind Waldock 1994 - 1995
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Credit, Wealth Management, Securities
Education
Arizona State University 1987 — 1991
Bachelor's degree, Agribusiness/Agricultural Business Operations
CBOT Commodities Institute
Series 3 Registered
Series 7 Registered
Karen Herbst's UBS Experience February 1996 - December 2001
Job Jameson Sotheby's International Realty
Industry Real Estate
Experience
Jameson Sotheby's International Realty June 2013 - Present
Rush University Medical Center December 2011 - Present
JaKo Inc. January 2000 - June 2013
KMS Trading January 2002 - June 2004
UBS February 1996 - December 2001
Refco April 1994 - February 1996
Gelderman Group August 1992 - April 1994
Hale and Asociates September 1989 - July 1991
Education
DePaul University 1996 — 1999
Master of Business Administration (MBA), Management Information Systems, General
Arizona State University
BA
Jameson Sotheby's International Realty June 2013 - Present
Rush University Medical Center December 2011 - Present
JaKo Inc. January 2000 - June 2013
KMS Trading January 2002 - June 2004
UBS February 1996 - December 2001
Refco April 1994 - February 1996
Gelderman Group August 1992 - April 1994
Hale and Asociates September 1989 - July 1991
Education
DePaul University 1996 — 1999
Master of Business Administration (MBA), Management Information Systems, General
Arizona State University
BA
Hugh Smith's UBS Experience December 2014 - Present
Job Associate Director, Oracle Database Engineer at UBS
Industry Retail
Experience
UBS December 2014 - Present
Tractor Supply Company April 2006 - November 2014
Tractor Supply Company April 2000 - April 2006
Teledyne Brown Engineering August 1998 - April 2000
BellSouth January 1996 - December 1997
Skills
Databases, Oracle, Database Administration, Microsoft SQL Server, SQL, Linux, SDLC, Unix Shell Scripting, Management, Microsoft Exchange, Data Warehousing, Shell Scripting, IT Management, Disaster Recovery, SAP, Access, High Availability, Operating Systems, ERP, Database Design, Leadership, Unix, Customer Service, Data Migration, Enterprise Architecture, Visio, Process Improvement, SAN, PL/SQL, SQL Server, Oracle SQL, Retail, Hardware, Infrastructure, Project Management, GoldenGate, Perl
Education
Auburn University 1993 — 1998
Bachelor's Degree, Computer Science
UBS December 2014 - Present
Tractor Supply Company April 2006 - November 2014
Tractor Supply Company April 2000 - April 2006
Teledyne Brown Engineering August 1998 - April 2000
BellSouth January 1996 - December 1997
Skills
Databases, Oracle, Database Administration, Microsoft SQL Server, SQL, Linux, SDLC, Unix Shell Scripting, Management, Microsoft Exchange, Data Warehousing, Shell Scripting, IT Management, Disaster Recovery, SAP, Access, High Availability, Operating Systems, ERP, Database Design, Leadership, Unix, Customer Service, Data Migration, Enterprise Architecture, Visio, Process Improvement, SAN, PL/SQL, SQL Server, Oracle SQL, Retail, Hardware, Infrastructure, Project Management, GoldenGate, Perl
Education
Auburn University 1993 — 1998
Bachelor's Degree, Computer Science
David Harlan's UBS Experience July 1998 - July 2000
Job Financial Advisor at Southeast Financial Credit Union
Industry Investment Management
Experience
Southeast Financial Credit Union February 2013 - Present
Hilliard Lyons February 2008 - February 2013
Regions Bank January 2005 - January 2008
Wells Fargo July 2000 - September 2001
UBS July 1998 - July 2000
Wells Fargo March 1997 - July 1998
Skills
Asset Managment, Equities, Asset Allocation, Financial Advisory, Fixed Annuities, Fixed Income, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Finance, Mutual Funds, Strategic Financial...
Education
Auburn University 1990 — 1995
BS, Finance
Southeast Financial Credit Union February 2013 - Present
Hilliard Lyons February 2008 - February 2013
Regions Bank January 2005 - January 2008
Wells Fargo July 2000 - September 2001
UBS July 1998 - July 2000
Wells Fargo March 1997 - July 1998
Skills
Asset Managment, Equities, Asset Allocation, Financial Advisory, Fixed Annuities, Fixed Income, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Finance, Mutual Funds, Strategic Financial...
Education
Auburn University 1990 — 1995
BS, Finance
Jay Zolman's UBS Experience May 2007 - August 2007
Job Senior Associate at Logic Plus
Industry Market Research
Experience
Logic Plus, Inc. June 2013 - Present
Nielsen February 2011 - June 2013
Nielsen February 2011 - May 2013
Nationstar Mortgage September 2009 - January 2011
Mizuho Financial Group August 2007 - May 2009
UBS May 2007 - August 2007
Archon Group December 2006 - May 2007
Cathedral of Hope, United Church of Christ May 2006 - December 2006
Skills
Microsoft Office 2007, Market Research, Marketing Strategy, Market Analysis, Marketing Research, Consumer Insights, Data Analysis, Relationship Development, Client Development, Client Relationship..., Client Service, Analysis, CRM, Analytics, Customer Insight, Management, Sales
Education
Austin College 2003 — 2007
Bachelor of Arts (B.A.), International Economics and Finance
Logic Plus, Inc. June 2013 - Present
Nielsen February 2011 - June 2013
Nielsen February 2011 - May 2013
Nationstar Mortgage September 2009 - January 2011
Mizuho Financial Group August 2007 - May 2009
UBS May 2007 - August 2007
Archon Group December 2006 - May 2007
Cathedral of Hope, United Church of Christ May 2006 - December 2006
Skills
Microsoft Office 2007, Market Research, Marketing Strategy, Market Analysis, Marketing Research, Consumer Insights, Data Analysis, Relationship Development, Client Development, Client Relationship..., Client Service, Analysis, CRM, Analytics, Customer Insight, Management, Sales
Education
Austin College 2003 — 2007
Bachelor of Arts (B.A.), International Economics and Finance
Reed Letson's UBS Experience September 2015 - Present
Job Risk Management
Industry Financial Services
Experience
UBS September 2015 - Present
Direct Energy June 2012 - August 2015
LENOVO GROUP February 2011 - April 2012
Prudential Financial December 2005 - December 2008
UNITED FINANCIAL MORTGAGE CORPORATION March 2004 - November 2005
Skills
Auditing, Compliance, Process Improvement, Financial Analysis, Internal Audit, General Ledger, Excel, Data Analysis, PowerPoint, Word, GAAP, Analysis, Microsoft Office, Credit, Customer Relations, Risk, Outlook, Negotiation, Strategic Planning, SOX Compliancy, COSO Framework, Visio, ARIS, Sarbanes-Oxley Act, Financial Risk, Microsoft Excel
Education
Belmont University 2010 — 2010
Masters of Accountancy, Accounting
Auburn University 1999 — 2003
Bachelor of Science, Business Administration (Finance)
UBS September 2015 - Present
Direct Energy June 2012 - August 2015
LENOVO GROUP February 2011 - April 2012
Prudential Financial December 2005 - December 2008
UNITED FINANCIAL MORTGAGE CORPORATION March 2004 - November 2005
Skills
Auditing, Compliance, Process Improvement, Financial Analysis, Internal Audit, General Ledger, Excel, Data Analysis, PowerPoint, Word, GAAP, Analysis, Microsoft Office, Credit, Customer Relations, Risk, Outlook, Negotiation, Strategic Planning, SOX Compliancy, COSO Framework, Visio, ARIS, Sarbanes-Oxley Act, Financial Risk, Microsoft Excel
Education
Belmont University 2010 — 2010
Masters of Accountancy, Accounting
Auburn University 1999 — 2003
Bachelor of Science, Business Administration (Finance)
Gerard Benares's UBS Experience 1995 - 1997
Job Chief Operating Officer, Compass Group LLC
Industry Financial Services
Experience
Compass Group LLC February 2000 - Present
EH Capital LLC September 1997 - April 1999
UBS 1995 - 1997
Skills
Value Investing, Investment Strategies, Private Equity, Investment Banking, Portfolio Management, Valuation, Capital Markets, Emerging Markets, Investments
Education
Bentley College 1982 — 1985
Bachelors of Science, Economics-Finance
Ateneo de Manila University 1977 — 1981
High School
Compass Group LLC February 2000 - Present
EH Capital LLC September 1997 - April 1999
UBS 1995 - 1997
Skills
Value Investing, Investment Strategies, Private Equity, Investment Banking, Portfolio Management, Valuation, Capital Markets, Emerging Markets, Investments
Education
Bentley College 1982 — 1985
Bachelors of Science, Economics-Finance
Ateneo de Manila University 1977 — 1981
High School
HEMA DANTULURI's UBS Experience July 1997 - November 1998
Job Telecommunications Professional
Industry Telecommunications
Experience
AT&T Mobile Tel December 2012 - Present
Cox Communications August 2012 - November 2012
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2012 - July 2012
Syniverse May 2010 - December 2011
Bridgestone September 2009 - October 2009
Tata Consultancy Services February 1996 - December 2007
Qwest Communications August 2004 - September 2007
Eli Lilly January 2003 - July 2004
CSG International January 2002 - December 2002
UBS July 1997 - November 1998
Skills
WinRunner, Quick Test..., Quality Center/Test..., C, C++, Java,..., QC Business Components,..., Oracle, MS-Access,..., UNIX (Solaris, HP-UX),..., Java Webserver,..., Caliber RM, MS Outlook,..., SQL Developer, Citrix..., Wise Install Master, DB..., Test Automation, Quality Assurance, Quality Center, Requirements Analysis
Education
Osmania University 1990 — 1994
BE, Computer Science & Engineering
Atomic Energy Central School
AT&T Mobile Tel December 2012 - Present
Cox Communications August 2012 - November 2012
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2012 - July 2012
Syniverse May 2010 - December 2011
Bridgestone September 2009 - October 2009
Tata Consultancy Services February 1996 - December 2007
Qwest Communications August 2004 - September 2007
Eli Lilly January 2003 - July 2004
CSG International January 2002 - December 2002
UBS July 1997 - November 1998
Skills
WinRunner, Quick Test..., Quality Center/Test..., C, C++, Java,..., QC Business Components,..., Oracle, MS-Access,..., UNIX (Solaris, HP-UX),..., Java Webserver,..., Caliber RM, MS Outlook,..., SQL Developer, Citrix..., Wise Install Master, DB..., Test Automation, Quality Assurance, Quality Center, Requirements Analysis
Education
Osmania University 1990 — 1994
BE, Computer Science & Engineering
Atomic Energy Central School
Sharon Cline's UBS Experience 2001 - 2006
Job Director of Client Services
Industry Financial Services
Experience
Resource Partners LLC March 2006 - Present
UBS 2001 - 2006
Skills
ERP, Business Intelligence, Strategic Planning, Leadership, Process Improvement, Management, Customer Service
Education
Appalachian State University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services & Human Resource Management
Resource Partners LLC March 2006 - Present
UBS 2001 - 2006
Skills
ERP, Business Intelligence, Strategic Planning, Leadership, Process Improvement, Management, Customer Service
Education
Appalachian State University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services & Human Resource Management
Adele Jean's UBS Experience August 2008 - December 2008
Job Paralegal and Legal Administrative Specialist
Industry Legal Services
Experience
Rathbun-Goldberg PC May 2012 - February 2013
Learn to Be August 2010 - 2013
Sher, Cummings & Ellis July 2011 - May 2012
Fragomen, Del Rey, Bernsen & Loewy LLP February 2011 - May 2011
Foley Hoag LLP September 2010 - February 2011
Strayer University May 2009 - July 2010
Mount Vernon Ladies Association at Mount Vernon Estate 2009 - 2009
UBS August 2008 - December 2008
Austin College August 2006 - May 2008
U.S. Government May 2005 - January 2007
Skills
File Management, Outlook, Data Entry, PowerPoint, Access, Microsoft Word, Editing, Fax, Microsoft Excel, Spanish, Publicity, Database Administration, Software Documentation, Customer Service, Government, Mac, German, Invoicing, Arabic, Photoshop, Litigation, Training, Lexis, Research, Proofreading, LexisNexis, Legal Research, Microsoft Office
Education
The George Washington University 2012 — 2014
Master's degree (MPS), Paralegal Studies
George Mason University 2009 — 2009
Paralegal Certificate, Law
Austin College 2004 — 2008
BA, Political Science and English
Bishop Ireton 2000 — 2004
High School Diploma
Rathbun-Goldberg PC May 2012 - February 2013
Learn to Be August 2010 - 2013
Sher, Cummings & Ellis July 2011 - May 2012
Fragomen, Del Rey, Bernsen & Loewy LLP February 2011 - May 2011
Foley Hoag LLP September 2010 - February 2011
Strayer University May 2009 - July 2010
Mount Vernon Ladies Association at Mount Vernon Estate 2009 - 2009
UBS August 2008 - December 2008
Austin College August 2006 - May 2008
U.S. Government May 2005 - January 2007
Skills
File Management, Outlook, Data Entry, PowerPoint, Access, Microsoft Word, Editing, Fax, Microsoft Excel, Spanish, Publicity, Database Administration, Software Documentation, Customer Service, Government, Mac, German, Invoicing, Arabic, Photoshop, Litigation, Training, Lexis, Research, Proofreading, LexisNexis, Legal Research, Microsoft Office
Education
The George Washington University 2012 — 2014
Master's degree (MPS), Paralegal Studies
George Mason University 2009 — 2009
Paralegal Certificate, Law
Austin College 2004 — 2008
BA, Political Science and English
Bishop Ireton 2000 — 2004
High School Diploma
John David Barranco's UBS Experience March 2009 - Present
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS March 2009 - Present
Morgan Stanley Dean Witter October 2005 - February 2009
Legg Mason November 1999 - October 2005
Education
Auburn University 1990 — 1995
BS Finance
UBS March 2009 - Present
Morgan Stanley Dean Witter October 2005 - February 2009
Legg Mason November 1999 - October 2005
Education
Auburn University 1990 — 1995
BS Finance
Kim McFall's UBS Experience April 2013 - Present
Job .
Industry Financial Services
Experience
UBS April 2013 - Present
Bankers Life and Casualty 2010 - 2012
Morgan Stanley Smith Barney September 2008 - September 2010
SunTrust Investment Services February 1998 - March 2007
Skills
Insurance, Strategic Financial..., Mutual Funds, Investments, Series 63, Series 7, Fixed Annuities, FINRA, Banking, Retirement Planning, Wealth Management, Life Insurance, Health Insurance, Financial Analysis, Long-term Care, Retirement
Education
Virginia Intermont College 1981 — 1984
BS, Merchandising
Appalachian State University 1980 — 1980
J J Kelly High School 1976 — 1980
Diploma
UBS April 2013 - Present
Bankers Life and Casualty 2010 - 2012
Morgan Stanley Smith Barney September 2008 - September 2010
SunTrust Investment Services February 1998 - March 2007
Skills
Insurance, Strategic Financial..., Mutual Funds, Investments, Series 63, Series 7, Fixed Annuities, FINRA, Banking, Retirement Planning, Wealth Management, Life Insurance, Health Insurance, Financial Analysis, Long-term Care, Retirement
Education
Virginia Intermont College 1981 — 1984
BS, Merchandising
Appalachian State University 1980 — 1980
J J Kelly High School 1976 — 1980
Diploma
Steven Goldfarb's UBS Experience May 2007 - January 2014
Job Financial Advisor at Janney Montgomery Scott LLC.
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2014 - Present
UBS May 2007 - January 2014
Legg Mason February 2001 - May 2007
Avnet January 1980 - July 2001
Skills
Series 7, Asset Allocation, Alternative Investments, Investments, Mutual Funds, Finance, Retirement Planning, Asset Management, Wealth Management, Portfolio Management, Investment Advisory, Financial Services, Retirement, Securities, Investment Strategies
Education
Arizona State University 1975 — 2000
BS, Accounting
Janney Montgomery Scott LLC January 2014 - Present
UBS May 2007 - January 2014
Legg Mason February 2001 - May 2007
Avnet January 1980 - July 2001
Skills
Series 7, Asset Allocation, Alternative Investments, Investments, Mutual Funds, Finance, Retirement Planning, Asset Management, Wealth Management, Portfolio Management, Investment Advisory, Financial Services, Retirement, Securities, Investment Strategies
Education
Arizona State University 1975 — 2000
BS, Accounting
Anthony Roselli's UBS Experience July 2013 - February 2014
Job Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
UBS July 2013 - February 2014
Summit Financial Resources, Inc. December 2012 - March 2013
Merrill Edge May 2011 - June 2012
UBS 2010 - 2010
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Arizona State University
UBS July 2013 - February 2014
Summit Financial Resources, Inc. December 2012 - March 2013
Merrill Edge May 2011 - June 2012
UBS 2010 - 2010
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Arizona State University
Paul Rutkowski's UBS Experience October 1999 - September 2003
Job Managing Partner Investment Strategy
Industry Investment Management
Experience
Nelson Financial Services September 2011 - Present
Bank of America November 2007 - September 2011
Smith Barney September 2003 - November 2007
UBS October 1999 - September 2003
Merrill Lynch February 1989 - September 1999
Skills
Financial Advisory, Finance, Wealth Management, Investment Strategies, Investments, High Net Worth..., Strategy, Series 7, Strategic Planning, Portfolio Management, Series 65, Retirement Planning, Estate Planning, Asset Management, Alternative Investments, Strategic Financial..., Wealth, Brokerage, Asset Allocation, Retirement, Due Diligence
Education
Arizona State University 1982 — 1986
Bachelor of Science, Liberal Arts
Tri valley 1978 — 1981
Nelson Financial Services September 2011 - Present
Bank of America November 2007 - September 2011
Smith Barney September 2003 - November 2007
UBS October 1999 - September 2003
Merrill Lynch February 1989 - September 1999
Skills
Financial Advisory, Finance, Wealth Management, Investment Strategies, Investments, High Net Worth..., Strategy, Series 7, Strategic Planning, Portfolio Management, Series 65, Retirement Planning, Estate Planning, Asset Management, Alternative Investments, Strategic Financial..., Wealth, Brokerage, Asset Allocation, Retirement, Due Diligence
Education
Arizona State University 1982 — 1986
Bachelor of Science, Liberal Arts
Tri valley 1978 — 1981
Chad M. Darr, CFP®'s UBS Experience 2007 - April 2011
Job Vice President with Associated Bank
Industry Financial Services
Experience
Associated Bank April 2011 - Present
UBS 2007 - April 2011
JNBA Financial Advisors 2006 - 2007
Morgan Stanley 2004 - 2006
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Asset Management, Qualified Retirement..., Financial Planning, 401k, Defined Contribution
Education
Augsburg College
B.A., Finance, History
Associated Bank April 2011 - Present
UBS 2007 - April 2011
JNBA Financial Advisors 2006 - 2007
Morgan Stanley 2004 - 2006
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Asset Management, Qualified Retirement..., Financial Planning, 401k, Defined Contribution
Education
Augsburg College
B.A., Finance, History
W. Michael Cunningham's UBS Experience June 2011 - August 2011
Job Project Management Office at RouteMatch Software
Industry Marketing and Advertising
Experience
RouteMatch Software April 2013 - Present
Microsoft January 2013 - March 2013
N(3) June 2012 - March 2013
UBS June 2011 - August 2011
Cunningham Associates June 2007 - August 2011
Skills
Spanish, Finance, Microsoft Excel, Customer Service, Business Development, PowerPoint, Outlook, Team Leadership, Microsoft Office, Microsoft Word, Teamwork, Social Media, Social Media Marketing, Social Networking, Marketing Communications, Team Building, Marketing, Strategic Planning, Cold Calling, Customer Satisfaction, Marketing Strategy, New Business Development, Lead Generation, CRM, Time Management, Analysis, Management, Sales, Data Analysis, Sales Management, Project Management, Account Management
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration, Finance
Auburn University 2010 — 2010
Spanish
The Westminster Schools 2002 — 2008
RouteMatch Software April 2013 - Present
Microsoft January 2013 - March 2013
N(3) June 2012 - March 2013
UBS June 2011 - August 2011
Cunningham Associates June 2007 - August 2011
Skills
Spanish, Finance, Microsoft Excel, Customer Service, Business Development, PowerPoint, Outlook, Team Leadership, Microsoft Office, Microsoft Word, Teamwork, Social Media, Social Media Marketing, Social Networking, Marketing Communications, Team Building, Marketing, Strategic Planning, Cold Calling, Customer Satisfaction, Marketing Strategy, New Business Development, Lead Generation, CRM, Time Management, Analysis, Management, Sales, Data Analysis, Sales Management, Project Management, Account Management
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration, Finance
Auburn University 2010 — 2010
Spanish
The Westminster Schools 2002 — 2008
Michael Benoski's UBS Experience December 2008 - Present
Job Vice President Investments at UBS
Industry Financial Services
Experience
UBS December 2008 - Present
Merrill Lynch October 2000 - December 2008
Cincinnati Financial Corporation January 1990 - January 1999
Education
Auburn University, College of Business 1986 — 1989
BS, Finance
UBS December 2008 - Present
Merrill Lynch October 2000 - December 2008
Cincinnati Financial Corporation January 1990 - January 1999
Education
Auburn University, College of Business 1986 — 1989
BS, Finance
Brad Warfield's UBS Experience March 2012 - June 2013
Job Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
TIAA-CREF September 2013 - January 2015
UBS March 2012 - June 2013
LPL Financial April 2007 - March 2012
Bank of America 2000 - 2007
Skills
Series 7, Investments, Securities, Customer Service, Series 63
Education
Appalachian State University 1996 — 2000
Business, Management
TIAA-CREF January 2015 - Present
TIAA-CREF September 2013 - January 2015
UBS March 2012 - June 2013
LPL Financial April 2007 - March 2012
Bank of America 2000 - 2007
Skills
Series 7, Investments, Securities, Customer Service, Series 63
Education
Appalachian State University 1996 — 2000
Business, Management
Jeff Wasson's UBS Experience February 2008 - Present
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS February 2008 - Present
Education
Arizona State University
UBS February 2008 - Present
Education
Arizona State University
Bryon Karom's UBS Experience May 1999 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS May 1999 - Present
Education
Augustana College 1988 — 1992
UBS May 1999 - Present
Education
Augustana College 1988 — 1992
Allyson Martinez's UBS Experience February 2013 - May 2013
Job Client Service Associate at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial November 2014 - Present
Ogilvy & Mather May 2013 - November 2014
UBS February 2013 - May 2013
Merrill Lynch November 2012 - February 2013
Morgan Stanley Wealth Management September 2012 - November 2012
Venture Business Research July 2012 - August 2012
Nor'wood Development May 2011 - August 2011
Peak Vista Community Health Centers May 2009 - August 2009
UNITED STATES AIR FORCE ACADEMY May 2008 - August 2008
Education
Augustana College 2009 — 2013
BA, Economics, Finance, Accounting
Mesirow Financial November 2014 - Present
Ogilvy & Mather May 2013 - November 2014
UBS February 2013 - May 2013
Merrill Lynch November 2012 - February 2013
Morgan Stanley Wealth Management September 2012 - November 2012
Venture Business Research July 2012 - August 2012
Nor'wood Development May 2011 - August 2011
Peak Vista Community Health Centers May 2009 - August 2009
UNITED STATES AIR FORCE ACADEMY May 2008 - August 2008
Education
Augustana College 2009 — 2013
BA, Economics, Finance, Accounting
Mia Mazesticeon's UBS Experience September 2014 - Present
Job Client Resolution Specialist at UBS
Industry Consumer Services
Experience
UBS September 2014 - Present
Reliance First Capital August 2012 - August 2014
Maze Transportation July 2011 - April 2012
Bank of America July 2007 - December 2011
Presents 'A' Plenty June 2002 - August 2004
Skills
Training, Management, Customer Service, Marketing, Payroll, Strategic Planning, Advertising, Hiring, Accounting, Finance, Interviews, Credit, Loans, Banking, Credit Cards
Education
Middle Tennessee State University 2014 — 2016
Bachelor’s Degree, Psychology
Atlanta Metropolitan College 2004 — 2006
Associate of Science (A.S.), Psychology
Vanderbilt University 2002 — 2004
Biomedical Engineering
UBS September 2014 - Present
Reliance First Capital August 2012 - August 2014
Maze Transportation July 2011 - April 2012
Bank of America July 2007 - December 2011
Presents 'A' Plenty June 2002 - August 2004
Skills
Training, Management, Customer Service, Marketing, Payroll, Strategic Planning, Advertising, Hiring, Accounting, Finance, Interviews, Credit, Loans, Banking, Credit Cards
Education
Middle Tennessee State University 2014 — 2016
Bachelor’s Degree, Psychology
Atlanta Metropolitan College 2004 — 2006
Associate of Science (A.S.), Psychology
Vanderbilt University 2002 — 2004
Biomedical Engineering
Javier Salar's UBS Experience January 2001 - May 2002
Job Senior Purchasing Analyst at The Cheesecake Factory
Industry Restaurants
Experience
The Cheesecake Factory May 2011 - Present
California Cash Register June 2004 - December 2010
City National Bank May 2002 - June 2004
UBS January 2001 - May 2002
Skills
Forecasting, Analysis, Program Management, Budgets, Finance, Management, Financial Analysis, Data Analysis, Risk Management, Procurement, Microstrategy, ProClarity, SQL, VBA, Financial Modeling, Cost Variance Analysis, Databases, Project Management, Business Intelligence..., NPV, IRR, WACC, Crunchtime, BizIQ, Microsoft Excel, Access, Quantitative Analytics, Contract Management, Inventory Management, Strategic Planning, Team Building, Leadership, Customer Service
Education
Arizona State University 1997 — 2000
Bachelor of Arts (B.A.), Economics
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.), Accounting and Business/Management
The Cheesecake Factory May 2011 - Present
California Cash Register June 2004 - December 2010
City National Bank May 2002 - June 2004
UBS January 2001 - May 2002
Skills
Forecasting, Analysis, Program Management, Budgets, Finance, Management, Financial Analysis, Data Analysis, Risk Management, Procurement, Microstrategy, ProClarity, SQL, VBA, Financial Modeling, Cost Variance Analysis, Databases, Project Management, Business Intelligence..., NPV, IRR, WACC, Crunchtime, BizIQ, Microsoft Excel, Access, Quantitative Analytics, Contract Management, Inventory Management, Strategic Planning, Team Building, Leadership, Customer Service
Education
Arizona State University 1997 — 2000
Bachelor of Arts (B.A.), Economics
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.), Accounting and Business/Management
Fotis Kanavos's UBS Experience August 2010 - August 2012
Job Director Repo Trading at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank August 2012 - Present
UBS August 2010 - August 2012
UBS November 2008 - August 2010
Skills
Securities Lending
Education
Athens University of Economics and Business 2003 — 2008
Bachelor of Science (BSc), Accounting and Finance
UBS Investment Bank August 2012 - Present
UBS August 2010 - August 2012
UBS November 2008 - August 2010
Skills
Securities Lending
Education
Athens University of Economics and Business 2003 — 2008
Bachelor of Science (BSc), Accounting and Finance
Amy Brochu's UBS Experience 2001 - 2004
Job Sr. Program Manager Business Operations at Honeywell Aerospace
Industry Aviation & Aerospace
Experience
Honeywell Aerospace 2015 - Present
Honeywell Aerospace 2013 - 2015
Honeywell Aerospace 2011 - 2013
Medicis 2010 - 2011
GenSpring Family Offices 2007 - 2010
UBS 2001 - 2004
Skills
Business Process..., Program Management, Process Improvement, Project Management, Financial Analysis, Pricing Strategy, Salesforce.com, Sales Presentations, CRM Databases, GAAP, Financial Accounting, Relationship Management, Communication, Relationship Building, Strategic Thinking, Strategic Partnerships, Marketing, Sales Operations, SAP, Microsoft Office, Direct Sales, Microsoft Excel, Cost Accounting, Monte Carlo Simulation, Microsoft Project, Supply Chain...
Education
Northern Arizona University-The W. A. Franke College of Business 2008 — 2010
Master of Business Administration (M.B.A.)
Arizona State University - W. P. Carey School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Honeywell Aerospace 2015 - Present
Honeywell Aerospace 2013 - 2015
Honeywell Aerospace 2011 - 2013
Medicis 2010 - 2011
GenSpring Family Offices 2007 - 2010
UBS 2001 - 2004
Skills
Business Process..., Program Management, Process Improvement, Project Management, Financial Analysis, Pricing Strategy, Salesforce.com, Sales Presentations, CRM Databases, GAAP, Financial Accounting, Relationship Management, Communication, Relationship Building, Strategic Thinking, Strategic Partnerships, Marketing, Sales Operations, SAP, Microsoft Office, Direct Sales, Microsoft Excel, Cost Accounting, Monte Carlo Simulation, Microsoft Project, Supply Chain...
Education
Northern Arizona University-The W. A. Franke College of Business 2008 — 2010
Master of Business Administration (M.B.A.)
Arizona State University - W. P. Carey School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.