UBS Company
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (Nov 15, 2011–) Headquarters: Basel, Switzerland Credit card support: 810 41 848 888 601 Subsidiaries: UBS Limited, UBS Investment Bank,
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UBS Employees
Employee
Years
Job
Industry
Mark Ibrahim Mark Ibrahim's UBS Experience October 2012 - October 2012
Job
Industry Financial Services
Experience
UBS Investment Bank February 2013 - Present
UBS Wealth Management August 2012 - January 2013
UBS October 2012 - October 2012
ING Investment Management June 2010 - August 2010
Volunteer Income Tax Assistance January 2009 - May 2009
Skills
Bloomberg Terminal, C++ Language, Mathematical Statistics, PASW, R, iThink, Python, Visual Basic, Maple, Persuasive Writing, Tax Preparation, Linear Algebra, Excel models, Credit Derivatives, Correlation Trading, Fixed Income Analysis, Market Risk, Logistic Regression, Chi-square, French to English, Statistical Data..., Modern Portfolio Theory, Matplotlib, NumPy, Probability Theory
Education
Hamilton College
Bachelor's degree magna cum laude, Mathematics with Honors
New York University
Summer Program
Sciences Po
Political Science and Government
UBS Investment Bank February 2013 - Present
UBS Wealth Management August 2012 - January 2013
UBS October 2012 - October 2012
ING Investment Management June 2010 - August 2010
Volunteer Income Tax Assistance January 2009 - May 2009
Skills
Bloomberg Terminal, C++ Language, Mathematical Statistics, PASW, R, iThink, Python, Visual Basic, Maple, Persuasive Writing, Tax Preparation, Linear Algebra, Excel models, Credit Derivatives, Correlation Trading, Fixed Income Analysis, Market Risk, Logistic Regression, Chi-square, French to English, Statistical Data..., Modern Portfolio Theory, Matplotlib, NumPy, Probability Theory
Education
Hamilton College
Bachelor's degree magna cum laude, Mathematics with Honors
New York University
Summer Program
Sciences Po
Political Science and Government
Malik Barno-Johnson Malik Barno-Johnson's UBS Experience July 2006 - August 2006
Job US Solutions Developer at Deloitte
Industry Computer Software
Experience
Deloitte January 2015 - Present
Okapi Partners LLC April 2014 - August 2014
STARS Leadership Alliance Corporation September 2011 - May 2013
Hampton University October 2009 - May 2013
Young & Rubicam July 2010 - August 2010
Brown Brothers Harriman July 2007 - August 2007
UBS July 2006 - August 2006
Skills
Programming, HTML, Visual Studio, Java, Microsoft Office, CSS, C#, Software Development, Unity3D, Unix, Windows 7, Help Desk Support, Computer Science, OS X, Eclipse, C++, ASP.NET, Animation, Visual C#, SQL, Agile Application..., Agile Methodologies, Agile Methodolgy, Software Development..., SDLC, Software Requirements, Software Documentation, Agile & Waterfall..., Microsoft Office..., Windows 8, JavaScript, jQuery, Software, autodesk maya, Character Animation, Macintosh hardware, Fortran 95, JGrasp, ADO.NET, Microsoft SQL Server, WCF, Technical Writing, Python, Discrete Mathematics, Visio, MySQL, Computer Architecture, Operating Systems, Web Applications, Databases
Education
Hampton University 2008 — 2013
Bachelor's of Science, Computer Science
Deloitte January 2015 - Present
Okapi Partners LLC April 2014 - August 2014
STARS Leadership Alliance Corporation September 2011 - May 2013
Hampton University October 2009 - May 2013
Young & Rubicam July 2010 - August 2010
Brown Brothers Harriman July 2007 - August 2007
UBS July 2006 - August 2006
Skills
Programming, HTML, Visual Studio, Java, Microsoft Office, CSS, C#, Software Development, Unity3D, Unix, Windows 7, Help Desk Support, Computer Science, OS X, Eclipse, C++, ASP.NET, Animation, Visual C#, SQL, Agile Application..., Agile Methodologies, Agile Methodolgy, Software Development..., SDLC, Software Requirements, Software Documentation, Agile & Waterfall..., Microsoft Office..., Windows 8, JavaScript, jQuery, Software, autodesk maya, Character Animation, Macintosh hardware, Fortran 95, JGrasp, ADO.NET, Microsoft SQL Server, WCF, Technical Writing, Python, Discrete Mathematics, Visio, MySQL, Computer Architecture, Operating Systems, Web Applications, Databases
Education
Hampton University 2008 — 2013
Bachelor's of Science, Computer Science
Sheree Woods Sheree Woods's UBS Experience November 2004 - October 2005
Job Financial Services Professional Private Banker with Business Development, Management & Credit Skills, CFP® Candidate
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2010 - July 2014
Darby Bank and Trust February 2010 - June 2010
CBC National Bank September 2007 - February 2010
BB&T November 2005 - September 2007
UBS November 2004 - October 2005
Wachovia Bank September 2003 - November 2004
BB&T June 2002 - September 2003
SunTrust Bank October 2000 - June 2002
Wachovia Bank July 1994 - October 2000
Skills
Series 7, Loans, Wealth Management, Portfolio Management, Securities, Series 63, Investments, Private Banking, Credit, Equities, Mutual Funds, Fixed Income, Banking, Underwriting, Financial Services, Relationship Management, Finance, Management, Credit Analysis, Financial Analysis, Mortgage Lending, Financial Planning
Education
Northwestern University 2015 — 2015
CFP® Candidate
Georgia Southern University - College of Business Administration 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Morgan Stanley Wealth Management June 2010 - July 2014
Darby Bank and Trust February 2010 - June 2010
CBC National Bank September 2007 - February 2010
BB&T November 2005 - September 2007
UBS November 2004 - October 2005
Wachovia Bank September 2003 - November 2004
BB&T June 2002 - September 2003
SunTrust Bank October 2000 - June 2002
Wachovia Bank July 1994 - October 2000
Skills
Series 7, Loans, Wealth Management, Portfolio Management, Securities, Series 63, Investments, Private Banking, Credit, Equities, Mutual Funds, Fixed Income, Banking, Underwriting, Financial Services, Relationship Management, Finance, Management, Credit Analysis, Financial Analysis, Mortgage Lending, Financial Planning
Education
Northwestern University 2015 — 2015
CFP® Candidate
Georgia Southern University - College of Business Administration 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Elizabeth Watt Elizabeth Watt's UBS Experience March 2015 - April 2015
Job Senior Recruitment Coordinator at UBS
Industry Human Resources
Experience
UBS March 2015 - April 2015
UBS April 2014 - April 2015
Public Defender Service January 2014 - March 2014
Gettysburg College August 2010 - May 2013
Fowler White Boggs P.A. July 2012 - July 2012
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (B.A.), Political Science; Business Administration
James Cook University 2012 — 2012
Law, Finance, and Marketing
UBS March 2015 - April 2015
UBS April 2014 - April 2015
Public Defender Service January 2014 - March 2014
Gettysburg College August 2010 - May 2013
Fowler White Boggs P.A. July 2012 - July 2012
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (B.A.), Political Science; Business Administration
James Cook University 2012 — 2012
Law, Finance, and Marketing
Nicholas Campanile, CFP®, CRPC® Nicholas Campanile, CFP®, CRPC®'s UBS Experience June 2007 - December 2010
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
UBS Wealth Management December 2010 - June 2013
UBS June 2007 - December 2010
Navigant Consulting, Inc May 2006 - July 2006
RBC Financial Group May 2005 - August 2005
Deal Country Club June 1998 - June 2004
Education
Gettysburg College 2003 — 2007
B.A, Management
Monmouth Regional
Ameriprise Financial Services, Inc. June 2013 - Present
UBS Wealth Management December 2010 - June 2013
UBS June 2007 - December 2010
Navigant Consulting, Inc May 2006 - July 2006
RBC Financial Group May 2005 - August 2005
Deal Country Club June 1998 - June 2004
Education
Gettysburg College 2003 — 2007
B.A, Management
Monmouth Regional
Scot Dodd Scot Dodd's UBS Experience July 2011 - November 2011
Job Business Analyst at GR Current
Industry Management Consulting
Experience
GR Current November 2012 - Present
UBS July 2011 - November 2011
Choice Outdoor Services 2008 - 2010
Tractor Supply Company February 2009 - August 2009
Skills
Entrepreneurship, Leadership, Customer Service, Microsoft Office, Financial Analysis, Time Management, Teamwork, Market Research, Marketing, Sales, Social Media, Strategic Planning, Social Networking, Team Leadership, PowerPoint, Retail, Research, Team Building, Project Management, SAP, Business Planning
Education
Grand Valley State University 2009 — 2013
Full -Time Integrated MBA (FIMBA), Business Administration
Grand Valley State University 2009 — 2012
Bachelor of Business Administration, Finance, 3.4
Lansing Community College 2007 — 2009
Transfer Degree, M.A.C.R.O. Program
GR Current November 2012 - Present
UBS July 2011 - November 2011
Choice Outdoor Services 2008 - 2010
Tractor Supply Company February 2009 - August 2009
Skills
Entrepreneurship, Leadership, Customer Service, Microsoft Office, Financial Analysis, Time Management, Teamwork, Market Research, Marketing, Sales, Social Media, Strategic Planning, Social Networking, Team Leadership, PowerPoint, Retail, Research, Team Building, Project Management, SAP, Business Planning
Education
Grand Valley State University 2009 — 2013
Full -Time Integrated MBA (FIMBA), Business Administration
Grand Valley State University 2009 — 2012
Bachelor of Business Administration, Finance, 3.4
Lansing Community College 2007 — 2009
Transfer Degree, M.A.C.R.O. Program
Nina Fattahi Nina Fattahi's UBS Experience 2001 - 2001
Job Senior Relationship Manager, Helping companies leverage the world's largest professional network to hire, market & sell
Industry Internet
Experience
LinkedIn 2013 - Present
Dow Jones 2013 - 2013
Standard & Poor's 2007 - 2010
MFS Investment Management 2003 - 2006
UBS 2001 - 2001
Skills
Strategy, Business Development, Business Relationship..., Public Speaking, Social Media, Salesforce.com, Account Management, Financial Markets, Sales, International Business, SaaS, B2B, Social Selling, Competitive Analysis
Education
Grenoble Ecole de Management 2010 — 2012
International MBA, Business Analytics
The University of Connecticut 1998 — 2002
Bsc, Finance & International Business
LinkedIn 2013 - Present
Dow Jones 2013 - 2013
Standard & Poor's 2007 - 2010
MFS Investment Management 2003 - 2006
UBS 2001 - 2001
Skills
Strategy, Business Development, Business Relationship..., Public Speaking, Social Media, Salesforce.com, Account Management, Financial Markets, Sales, International Business, SaaS, B2B, Social Selling, Competitive Analysis
Education
Grenoble Ecole de Management 2010 — 2012
International MBA, Business Analytics
The University of Connecticut 1998 — 2002
Bsc, Finance & International Business
Dana Kern Dana Kern's UBS Experience August 2010 - May 2011
Job Consulting Group Analyst
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management February 2014 - December 2014
Morgan Stanley Wealth Management April 2013 - February 2014
Merrill Lynch June 2012 - April 2013
UBS Financial Services, Inc. May 2011 - June 2012
UBS August 2010 - May 2011
Skills
Series 7, Portfolio Management, Mutual Funds, Equities, Investment Advisory, Research, Analysis, Financial Analysis, Investment Strategies, Asset Allocation, Strategic Financial..., Wealth Management, Investments, Options, Securities, International Relations, PowerPoint, Microsoft Excel, Event Planning, FINRA, Public Speaking, Finance, Retirement Planning
Education
Grand Valley State University 2006 — 2011
BBA, International Business, Finance, German
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management February 2014 - December 2014
Morgan Stanley Wealth Management April 2013 - February 2014
Merrill Lynch June 2012 - April 2013
UBS Financial Services, Inc. May 2011 - June 2012
UBS August 2010 - May 2011
Skills
Series 7, Portfolio Management, Mutual Funds, Equities, Investment Advisory, Research, Analysis, Financial Analysis, Investment Strategies, Asset Allocation, Strategic Financial..., Wealth Management, Investments, Options, Securities, International Relations, PowerPoint, Microsoft Excel, Event Planning, FINRA, Public Speaking, Finance, Retirement Planning
Education
Grand Valley State University 2006 — 2011
BBA, International Business, Finance, German
Jared Stricklin Jared Stricklin's UBS Experience October 2010 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS October 2010 - Present
State Street May 2010 - October 2010
Education
University of Missouri-Kansas City 2012 — 2014
Master of Science (M.S.), Finance
Graceland University 2006 — 2010
Bachelor of Science (B.S.), Economics and Business Administration
UBS October 2010 - Present
State Street May 2010 - October 2010
Education
University of Missouri-Kansas City 2012 — 2014
Master of Science (M.S.), Finance
Graceland University 2006 — 2010
Bachelor of Science (B.S.), Economics and Business Administration
Binoy Kothari Binoy Kothari's UBS Experience 2002 - 2005
Job Senior Project Manager at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse 2015 - Present
Bank of America 2014 - 2014
Citi 2011 - 2014
Deloitte 2007 - 2011
Citi 2005 - 2007
UBS 2002 - 2005
EquiServe 1999 - 2002
Cendant 1998 - 1999
Skills
Project Management, Program Management, PMO, Full SDLC, Business Intelligence, Data Warehousing, Resource Management, Offshore Resource..., Process Improvement, Software Quality..., Change Management, Cross Functional..., Risk Management, Budget Forecasts, IT Financial Management, Management, Project Delivery, Budgets
Education
Gujarat University 1984 — 1986
Bachelor of Laws (LL.B.), Law and Taxation
Gujarat University 1981 — 1984
Bachelor of Commerce (B.Com.), Accounting and Finance
Credit Suisse 2015 - Present
Bank of America 2014 - 2014
Citi 2011 - 2014
Deloitte 2007 - 2011
Citi 2005 - 2007
UBS 2002 - 2005
EquiServe 1999 - 2002
Cendant 1998 - 1999
Skills
Project Management, Program Management, PMO, Full SDLC, Business Intelligence, Data Warehousing, Resource Management, Offshore Resource..., Process Improvement, Software Quality..., Change Management, Cross Functional..., Risk Management, Budget Forecasts, IT Financial Management, Management, Project Delivery, Budgets
Education
Gujarat University 1984 — 1986
Bachelor of Laws (LL.B.), Law and Taxation
Gujarat University 1981 — 1984
Bachelor of Commerce (B.Com.), Accounting and Finance
Hugh Stephenson Hugh Stephenson's UBS Experience November 1996 - Present
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS November 1996 - Present
Oppenheimer & Co. April 1985 - November 1996
Merrill Lynch June 1983 - April 1985
Skills
Investments, Asset Management, Wealth Management, Series 7, Alternative Investments, Portfolio Management, Strategic Planning, Equities, Asset Allocation, Fixed Income
Education
Georgia State University 1980 — 1983
MBA, Finance
Sewanee-The University of the South 1976 — 1980
BA, English
UBS November 1996 - Present
Oppenheimer & Co. April 1985 - November 1996
Merrill Lynch June 1983 - April 1985
Skills
Investments, Asset Management, Wealth Management, Series 7, Alternative Investments, Portfolio Management, Strategic Planning, Equities, Asset Allocation, Fixed Income
Education
Georgia State University 1980 — 1983
MBA, Finance
Sewanee-The University of the South 1976 — 1980
BA, English
Gavin Kulick Gavin Kulick's UBS Experience 2014 - Present
Job Student at Gustavus Adolphus College
Industry Higher Education
Experience
UBS 2014 - Present
Gustavus Adolphus College June 2011 - June 2014
Orono Community Education June 2011 - June 2013
Griffin International Companies, Inc. January 2013 - January 2013
Education
Gustavus Adolphus College 2011 — 2015
Current Student (Junior), Financial Economics and Political Science
UBS 2014 - Present
Gustavus Adolphus College June 2011 - June 2014
Orono Community Education June 2011 - June 2013
Griffin International Companies, Inc. January 2013 - January 2013
Education
Gustavus Adolphus College 2011 — 2015
Current Student (Junior), Financial Economics and Political Science
Patrick McNeil's UBS Experience August 2015 - Present
Job UBS, London
Industry Financial Services
Experience
UBS August 2015 - Present
Beta Alpha Psi- Gonzaga University, Iota Delta Chapter January 2013 - January 2014
Sodexo, Crosby Cafe January 2013 - January 2014
Steinway Piano Gallery February 2008 - May 2011
Gonzaga University January 2010 - January 2011
Cycle Sports April 2009 - September 2009
Skills
Teamwork, Microsoft Excel
Education
Gonzaga University 2010 — 2014
Gonzaga University
Bachelor of Business Administration, Finance and International Business
UBS August 2015 - Present
Beta Alpha Psi- Gonzaga University, Iota Delta Chapter January 2013 - January 2014
Sodexo, Crosby Cafe January 2013 - January 2014
Steinway Piano Gallery February 2008 - May 2011
Gonzaga University January 2010 - January 2011
Cycle Sports April 2009 - September 2009
Skills
Teamwork, Microsoft Excel
Education
Gonzaga University 2010 — 2014
Gonzaga University
Bachelor of Business Administration, Finance and International Business
Michael E. Robinson Michael E. Robinson's UBS Experience May 2002 - May 2004
Job Client Relationship Manager at Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor
Industry Financial Services
Experience
Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor April 2006 - Present
Raymond James Financial Inc. April 2006 - Present
Washington Mutual May 2004 - April 2006
UBS May 2002 - May 2004
Skills
Finance, Wealth Management, Securities, Financial Advisory, Sales, Series 7, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Fixed Income, Equities, Asset Management, Alternative Investments, Retirement Planning, Investment Advisory, Series 63, Investment Strategies, Strategic Financial...
Education
Georgia State University
Bachelor of Business Administration (B.B.A.), Finance /Actuarial Science
Georgia State University
Actuarial Science
Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor April 2006 - Present
Raymond James Financial Inc. April 2006 - Present
Washington Mutual May 2004 - April 2006
UBS May 2002 - May 2004
Skills
Finance, Wealth Management, Securities, Financial Advisory, Sales, Series 7, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Fixed Income, Equities, Asset Management, Alternative Investments, Retirement Planning, Investment Advisory, Series 63, Investment Strategies, Strategic Financial...
Education
Georgia State University
Bachelor of Business Administration (B.B.A.), Finance /Actuarial Science
Georgia State University
Actuarial Science
Natalie Saldana Natalie Saldana's UBS Experience August 2012 - Present
Job Project and QA Analyst
Industry Information Technology and Services
Experience
UBS August 2012 - Present
Education
Hamilton College 2008 — 2012
Bachelor of Arts, Mathematics, 3.5
Universidad de Sevilla 2010 — 2010
Bachelor in Arts, Study Abroad
UBS August 2012 - Present
Education
Hamilton College 2008 — 2012
Bachelor of Arts, Mathematics, 3.5
Universidad de Sevilla 2010 — 2010
Bachelor in Arts, Study Abroad
Richard Porcaro Richard Porcaro's UBS Experience May 2010 - April 2014
Job Head of Procurement – Americas Region at Chain IQ Group AG
Industry Financial Services
Experience
Chain IQ Group AG May 2014 - Present
UBS May 2010 - April 2014
AllianceBernstein July 2007 - May 2010
GlaxoSmithKline August 2005 - July 2007
Lucent Technologies January 2001 - July 2005
Atlantech Data 1997 - 1998
Skills
Supply Management, Strategic Sourcing, Procurement, Data Transformation, Spend Analysis, Global Sourcing, Supply Chain Management, Process Improvement, Outsourcing, Supply Chain, Business Process..., Sourcing, Vendor Management, Six Sigma, Leadership, Negotiation, Business Strategy, Management, Strategy, E-procurement, Purchasing, Telecommunications, Strategic Planning, Project Management, Cross-functional Team..., Lean Manufacturing, Analysis, Manufacturing, Business Process, eSourcing, Budgets, Contract Negotiation, Change Management, Human Resources, Contract Management, Operational Excellence, Supplier Negotiation, Product Development, Forecasting, Offshoring, SAP, Business Transformation, Logistics, RFP, Risk Management, Stakeholder Management, Operations Management, Procure-to-Pay
Education
Georgia State University 1999 — 2000
MBA
University of Maryland College Park 1993 — 1997
BA
Chain IQ Group AG May 2014 - Present
UBS May 2010 - April 2014
AllianceBernstein July 2007 - May 2010
GlaxoSmithKline August 2005 - July 2007
Lucent Technologies January 2001 - July 2005
Atlantech Data 1997 - 1998
Skills
Supply Management, Strategic Sourcing, Procurement, Data Transformation, Spend Analysis, Global Sourcing, Supply Chain Management, Process Improvement, Outsourcing, Supply Chain, Business Process..., Sourcing, Vendor Management, Six Sigma, Leadership, Negotiation, Business Strategy, Management, Strategy, E-procurement, Purchasing, Telecommunications, Strategic Planning, Project Management, Cross-functional Team..., Lean Manufacturing, Analysis, Manufacturing, Business Process, eSourcing, Budgets, Contract Negotiation, Change Management, Human Resources, Contract Management, Operational Excellence, Supplier Negotiation, Product Development, Forecasting, Offshoring, SAP, Business Transformation, Logistics, RFP, Risk Management, Stakeholder Management, Operations Management, Procure-to-Pay
Education
Georgia State University 1999 — 2000
MBA
University of Maryland College Park 1993 — 1997
BA
Zeynab Moradi Zeynab Moradi's UBS Experience September 2015 - Present
Job Associate Director at UBS Process Excellence
Industry Banking
Experience
UBS September 2015 - Present
Samsung Electronics America July 2014 - July 2015
Carter's OshKosh B'gosh September 2013 - July 2014
Makita USA May 2010 - August 2013
Makita USA October 2008 - April 2010
Gilead Sciences May 2008 - October 2008
Skills
Supply Chain Management, Logistics, Forecasting, Process Improvement, Data Analysis, Purchasing, Inventory Management, Supply Chain Operations, Management, Business Process, Continuous Improvement, Demand Planning, Operations Management, Marketing Analytics, Operational Strategy, Analysis, Business Analysis, Leadership, Strategy, Business Intelligence
Education
Georgia Institute of Technology
Master of Business Administration (MBA), Operations Management
Keck Graduate Institute
MBS, Bioprocessing
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science (BS), LAS, Major: Chemistry
UBS September 2015 - Present
Samsung Electronics America July 2014 - July 2015
Carter's OshKosh B'gosh September 2013 - July 2014
Makita USA May 2010 - August 2013
Makita USA October 2008 - April 2010
Gilead Sciences May 2008 - October 2008
Skills
Supply Chain Management, Logistics, Forecasting, Process Improvement, Data Analysis, Purchasing, Inventory Management, Supply Chain Operations, Management, Business Process, Continuous Improvement, Demand Planning, Operations Management, Marketing Analytics, Operational Strategy, Analysis, Business Analysis, Leadership, Strategy, Business Intelligence
Education
Georgia Institute of Technology
Master of Business Administration (MBA), Operations Management
Keck Graduate Institute
MBS, Bioprocessing
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science (BS), LAS, Major: Chemistry
Cornelia Lowerre Cornelia Lowerre's UBS Experience July 2014 - Present
Job Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS July 2014 - Present
National Park Service May 2012 - September 2012
Education
Rosenstiel School of Marine and Atmospheric Science 2011 — 2013
Master of Science (M.S.), Marine Affairs and Policy
Hamilton College 2005 — 2009
Bachelor of Arts (B.A.), Archeology
UBS July 2014 - Present
National Park Service May 2012 - September 2012
Education
Rosenstiel School of Marine and Atmospheric Science 2011 — 2013
Master of Science (M.S.), Marine Affairs and Policy
Hamilton College 2005 — 2009
Bachelor of Arts (B.A.), Archeology
Leslie Craven, CFP®, CAP® Leslie Craven, CFP®, CAP®'s UBS Experience October 2004 - November 2013
Job Associate Vice President Financial Advisor, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2013 - Present
UBS October 2004 - November 2013
Merrill Lynch April 1996 - October 2004
Education
Grove City College 1990 — 1994
BS, Business Management
The American College
RBC Wealth Management November 2013 - Present
UBS October 2004 - November 2013
Merrill Lynch April 1996 - October 2004
Education
Grove City College 1990 — 1994
BS, Business Management
The American College
Alexander Pratt Alexander Pratt's UBS Experience May 2011 - September 2011
Job Benefits Analyst at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial January 2014 - Present
HealthCare Appraisers, Inc. June 2012 - December 2013
Midwest Capital Advisors January 2012 - April 2012
Chemical Bank August 2011 - January 2012
UBS May 2011 - September 2011
Independent Bank May 2009 - August 2010
Skills
Financial Analysis, Financial Statements, Credit Analysis, Financial Modeling, Investments, Banking, Valuation, Credit, Microsoft Excel, Accounting
Education
Grand Valley State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.5
Dewitt High School
Mesirow Financial January 2014 - Present
HealthCare Appraisers, Inc. June 2012 - December 2013
Midwest Capital Advisors January 2012 - April 2012
Chemical Bank August 2011 - January 2012
UBS May 2011 - September 2011
Independent Bank May 2009 - August 2010
Skills
Financial Analysis, Financial Statements, Credit Analysis, Financial Modeling, Investments, Banking, Valuation, Credit, Microsoft Excel, Accounting
Education
Grand Valley State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.5
Dewitt High School
Deborah Dykstra Deborah Dykstra's UBS Experience 2000 - 2012
Job Senior Registered Branch Service Assoc.at UBS
Industry Financial Services
Experience
UBS Financial Services 2000 - Present
UBS 2000 - 2012
UBS May 2008 - April 2009
UBS September 2005 - April 2008
Education
Governors State University 1997 — 2000
BA, Management, Finance
UBS Financial Services 2000 - Present
UBS 2000 - 2012
UBS May 2008 - April 2009
UBS September 2005 - April 2008
Education
Governors State University 1997 — 2000
BA, Management, Finance
Richard Della Vedova's UBS Experience October 2006 - September 2007
Job Vice President, Region Manager at US Bancorp Investments
Industry Financial Services
Experience
USBI - US Bancorp Investments December 2010 - Present
VALIC March 2009 - December 2010
UBS October 2006 - September 2007
Morgan Stanley April 1994 - September 2006
Piper Jaffray November 1985 - April 1994
Skills
Marketing, Investments, Recruiting, Management, Wealth Management, Finance, Training, Series 7, Series 63, Mutual Funds, Small Business Lending, Commercial Lending, Banking, Portfolio Management, Consumer Lending, Financial Services, Retirement Planning
Education
Hamline University 1979 — 1982
BA, Business
Samford University
Samford University
Samford University
West High School
West High School
USBI - US Bancorp Investments December 2010 - Present
VALIC March 2009 - December 2010
UBS October 2006 - September 2007
Morgan Stanley April 1994 - September 2006
Piper Jaffray November 1985 - April 1994
Skills
Marketing, Investments, Recruiting, Management, Wealth Management, Finance, Training, Series 7, Series 63, Mutual Funds, Small Business Lending, Commercial Lending, Banking, Portfolio Management, Consumer Lending, Financial Services, Retirement Planning
Education
Hamline University 1979 — 1982
BA, Business
Samford University
Samford University
Samford University
West High School
West High School
Jenn Amols's UBS Experience August 2013 - February 2014
Job PMO Coordinator at Corra
Industry Telecommunications
Experience
Corra May 2015 - Present
IPC Systems, Inc. March 2014 - May 2015
UBS August 2013 - February 2014
UBS August 2012 - August 2013
Express Employment Professionals January 2012 - August 2012
MultiMind Bemanning AB September 2010 - September 2011
Skills
Project Management, Trading Systems, Telephony, Microsoft Office, Training, Editing, Research, Social Media, French, Public Speaking, Event Planning, Leadership Development, Volunteer Management, SPSS, Presentation Design, Social Media Marketing
Education
Stockholm University 2010 — 2012
Master of Science (MS), International and Comparative Education
St. Mary’s University, Twickenham 2012 — 2013
Postgraduate Certificate, International Business, Honors
Gettysburg College 2005 — 2009
BA, Psychology, French
Corra May 2015 - Present
IPC Systems, Inc. March 2014 - May 2015
UBS August 2013 - February 2014
UBS August 2012 - August 2013
Express Employment Professionals January 2012 - August 2012
MultiMind Bemanning AB September 2010 - September 2011
Skills
Project Management, Trading Systems, Telephony, Microsoft Office, Training, Editing, Research, Social Media, French, Public Speaking, Event Planning, Leadership Development, Volunteer Management, SPSS, Presentation Design, Social Media Marketing
Education
Stockholm University 2010 — 2012
Master of Science (MS), International and Comparative Education
St. Mary’s University, Twickenham 2012 — 2013
Postgraduate Certificate, International Business, Honors
Gettysburg College 2005 — 2009
BA, Psychology, French
Kristopher Cox Kristopher Cox's UBS Experience May 2015 - Present
Job Student at Grand Valley State University
Industry Financial Services
Experience
UBS May 2015 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service
Education
Grand Valley State University 2014 — 2017
UBS May 2015 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service
Education
Grand Valley State University 2014 — 2017
Amy Bard Amy Bard's UBS Experience 1997 - 2001
Job member at Bressler, Amery & Ross, P.C.
Industry Law Practice
Experience
Bressler, Amery & Ross, P.C. 2010 - Present
Law Offices of Amy Bard 2001 - 2010
UBS 1997 - 2001
Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC 1989 - 1997
New York County Office of the District Attorney 1984 - 1989
Fried, Frank, Harris, Shriver & Jacobson 1982 - 1984
Skills
Securities Regulation, Securities, Mediation, Arbitration,..., Corporate Governance, Corporate Law, Securities Litigation, Courts, Trials, Dispute Resolution
Education
Rutgers University School of Law - Newark 1979 — 1982
Doctor of Law (J.D.)
Hamilton College
Bachelors of Arts
Bressler, Amery & Ross, P.C. 2010 - Present
Law Offices of Amy Bard 2001 - 2010
UBS 1997 - 2001
Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC 1989 - 1997
New York County Office of the District Attorney 1984 - 1989
Fried, Frank, Harris, Shriver & Jacobson 1982 - 1984
Skills
Securities Regulation, Securities, Mediation, Arbitration,..., Corporate Governance, Corporate Law, Securities Litigation, Courts, Trials, Dispute Resolution
Education
Rutgers University School of Law - Newark 1979 — 1982
Doctor of Law (J.D.)
Hamilton College
Bachelors of Arts
Adam Brzenk Adam Brzenk's UBS Experience June 2010 - July 2010
Job Apps Programmer/Analyst at Wells Fargo
Industry Computer Software
Experience
Wells Fargo December 2014 - Present
EY March 2014 - November 2014
Wells Fargo July 2013 - November 2014
BPM Specialists November 2012 - March 2014
Instrument Calibration Service, Inc. January 2012 - October 2012
UBS June 2010 - July 2010
Skills
Pega PRPC, XML, Web Services, JavaScript, JSON, Java, SQL, jQuery, HTML5, Google Maps API, CSS3, HTML DOM, SOAP, REST, Python, WSDL, Business Process Design, Apache, ALM Quality Center, UX/UI Design, Photoshop, Agile Methodologies
Education
Georgia State University 2007 — 2011
History, Minor in Economics
Wells Fargo December 2014 - Present
EY March 2014 - November 2014
Wells Fargo July 2013 - November 2014
BPM Specialists November 2012 - March 2014
Instrument Calibration Service, Inc. January 2012 - October 2012
UBS June 2010 - July 2010
Skills
Pega PRPC, XML, Web Services, JavaScript, JSON, Java, SQL, jQuery, HTML5, Google Maps API, CSS3, HTML DOM, SOAP, REST, Python, WSDL, Business Process Design, Apache, ALM Quality Center, UX/UI Design, Photoshop, Agile Methodologies
Education
Georgia State University 2007 — 2011
History, Minor in Economics
William D. Fee's UBS Experience August 2010 - Present
Job Investment Associate at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS August 2010 - Present
Merrill Lynch March 2005 - September 2010
Morgan Stanley January 2002 - March 2005
Education
Gustavus Adolphus College 1969 — 1973
BA Bus. Adm., Business/Finance
Edina High School 1967 — 1969
BS, Business
UBS August 2010 - Present
Merrill Lynch March 2005 - September 2010
Morgan Stanley January 2002 - March 2005
Education
Gustavus Adolphus College 1969 — 1973
BA Bus. Adm., Business/Finance
Edina High School 1967 — 1969
BS, Business
Nick Salisbury's UBS Experience July 2012 - Present
Job Financial Advisor with Celilo Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS July 2012 - Present
Waddell & Reed June 2011 - July 2012
Education
Gonzaga University 2007 — 2011
BBA, Finance and Management Information Systems
UBS July 2012 - Present
Waddell & Reed June 2011 - July 2012
Education
Gonzaga University 2007 — 2011
BBA, Finance and Management Information Systems
Amy Thome's UBS Experience November 2005 - November 2006
Job Director Branch Administration Manager
Industry Investment Management
Experience
Oppenheimer & Co. Inc. December 2012 - Present
Oppenheimer & Co. Inc. November 2006 - December 2012
UBS November 2005 - November 2006
First America Advisory Group August 2005 - December 2005
Verizon Wireless November 1997 - October 2005
Skills
Securities, Financial Services, Investments, Retirement, Wealth Management..., Retirement Savings
Education
Grand Valley State University
Bachelor's Degree, International Business
Oppenheimer & Co. Inc. December 2012 - Present
Oppenheimer & Co. Inc. November 2006 - December 2012
UBS November 2005 - November 2006
First America Advisory Group August 2005 - December 2005
Verizon Wireless November 1997 - October 2005
Skills
Securities, Financial Services, Investments, Retirement, Wealth Management..., Retirement Savings
Education
Grand Valley State University
Bachelor's Degree, International Business
Jon Gannon Jon Gannon's UBS Experience August 2012 - November 2013
Job Resilience & Risk Professional
Industry Banking
Experience
Barclays August 2015 - Present
Macquarie Group December 2013 - November 2014
UBS August 2012 - November 2013
UBS July 2010 - August 2012
UBS December 2006 - July 2010
Perot Systems (UBS Account) October 2004 - December 2006
Aspective April 2002 - August 2003
Aspective October 2000 - March 2001
Microsoft July 1999 - October 2000
Skills
Business Continuity, Incident Management, Operational Risk..., Crisis Management, Programme Governance, Disaster Recovery, Infrastructure, Service Delivery, Risk Management, CRM, Program Management, Business Continuity..., Leadership, Governance, IT Strategy, Project Management, Vendor Management
Education
Griffith University 1994 — 1998
BA, Modern Asian Studies
Redmond High
Barclays August 2015 - Present
Macquarie Group December 2013 - November 2014
UBS August 2012 - November 2013
UBS July 2010 - August 2012
UBS December 2006 - July 2010
Perot Systems (UBS Account) October 2004 - December 2006
Aspective April 2002 - August 2003
Aspective October 2000 - March 2001
Microsoft July 1999 - October 2000
Skills
Business Continuity, Incident Management, Operational Risk..., Crisis Management, Programme Governance, Disaster Recovery, Infrastructure, Service Delivery, Risk Management, CRM, Program Management, Business Continuity..., Leadership, Governance, IT Strategy, Project Management, Vendor Management
Education
Griffith University 1994 — 1998
BA, Modern Asian Studies
Redmond High
Cheryl Woodring (Pickard)'s UBS Experience February 1996 - May 2009
Job Sr. Registered Client Associate at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services Inc. April 2014 - Present
RBC Wealth Management 2009 - April 2014
UBS February 1996 - May 2009
Paine Webber 1997 - 1998
Prudential life insurance July 1989 - February 1996
Education
Glendale Community College 1987 — 1989
UBS Financial Services Inc. April 2014 - Present
RBC Wealth Management 2009 - April 2014
UBS February 1996 - May 2009
Paine Webber 1997 - 1998
Prudential life insurance July 1989 - February 1996
Education
Glendale Community College 1987 — 1989
Angela Calvin, CFP(R) Angela Calvin, CFP(R)'s UBS Experience February 2009 - Present
Job WEALTH ADVISOR, Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS February 2009 - Present
Morgan Stanley Smith Barney May 1996 - February 2009
Education
Georgia State University - J. Mack Robinson College of Business 1992 — 1994
MBA, Finance - Investments
Louisiana Tech University 1984 — 1988
BS, Biomedical Engineering
UBS February 2009 - Present
Morgan Stanley Smith Barney May 1996 - February 2009
Education
Georgia State University - J. Mack Robinson College of Business 1992 — 1994
MBA, Finance - Investments
Louisiana Tech University 1984 — 1988
BS, Biomedical Engineering
Alan Liljegren Alan Liljegren's UBS Experience November 2008 - September 2011
Job Vice President Director of Sales and Marketing at PMReview
Industry Insurance
Experience
PMReview September 2011 - Present
PMReview September 2011 - Present
UBS November 2008 - September 2011
Morgan Stanley December 2007 - November 2008
JPMorgan Chase May 2007 - December 2007
SunTrust Investment Services May 2004 - May 2007
Skills
Fixed Annuities, Insurance, Retirement Planning, Investments, Mutual Funds, Health Insurance, Life Insurance, Term Life Insurance, Strategic Financial..., Risk Management, Financial Services, Financial Analysis, Series 7, Banking, Series 63, Sales Operations, Marketing Management, Long-term Care, Long Term Care Insurance, IRAs, Retirement, Financial Planning, Disability Insurance, Underwriting
Education
University of Florida 1996 — 1999
Bachelor of Arts, English/Anthropology
Santa Fe Community College 1995 — 1996
AA, English/Anthropology
Greensboro College 1992 — 1995
Psychology
PMReview September 2011 - Present
PMReview September 2011 - Present
UBS November 2008 - September 2011
Morgan Stanley December 2007 - November 2008
JPMorgan Chase May 2007 - December 2007
SunTrust Investment Services May 2004 - May 2007
Skills
Fixed Annuities, Insurance, Retirement Planning, Investments, Mutual Funds, Health Insurance, Life Insurance, Term Life Insurance, Strategic Financial..., Risk Management, Financial Services, Financial Analysis, Series 7, Banking, Series 63, Sales Operations, Marketing Management, Long-term Care, Long Term Care Insurance, IRAs, Retirement, Financial Planning, Disability Insurance, Underwriting
Education
University of Florida 1996 — 1999
Bachelor of Arts, English/Anthropology
Santa Fe Community College 1995 — 1996
AA, English/Anthropology
Greensboro College 1992 — 1995
Psychology
Joel G Janssen Joel G Janssen's UBS Experience June 2012 - October 2012
Job Officer, Control Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2012 - Present
UBS June 2012 - October 2012
JHS Capital Advisors, Inc. April 2012 - June 2012
Sunset Science Park Federal Credit Union April 2011 - June 2012
Paulson Investment Company October 2010 - April 2012
Ameriprise Financial May 2010 - October 2010
Ameriprise Financial Services, Inc. May 2009 - May 2010
Smith Barney November 2007 - 2008
The Private Consulting Group January 2002 - November 2007
Education
Gonzaga University 1991 — 1995
Bachelor of Business Administration, Marketing
Wells Fargo Advisors, LLC October 2012 - Present
UBS June 2012 - October 2012
JHS Capital Advisors, Inc. April 2012 - June 2012
Sunset Science Park Federal Credit Union April 2011 - June 2012
Paulson Investment Company October 2010 - April 2012
Ameriprise Financial May 2010 - October 2010
Ameriprise Financial Services, Inc. May 2009 - May 2010
Smith Barney November 2007 - 2008
The Private Consulting Group January 2002 - November 2007
Education
Gonzaga University 1991 — 1995
Bachelor of Business Administration, Marketing
J.P. Cullen J.P. Cullen's UBS Experience 2009 - Present
Job Wealth Advisor
Industry Financial Services
Experience
UBS 2009 - Present
Merrill Lynch 1997 - 2009
Education
Hampden-Sydney College 1989 — 1991
B.A., Classical Studies
Hampden-Sydney College 1988 — 1991
B.A., Classical Studies
Pepperdine University 1986 — 1987
Economics
UBS 2009 - Present
Merrill Lynch 1997 - 2009
Education
Hampden-Sydney College 1989 — 1991
B.A., Classical Studies
Hampden-Sydney College 1988 — 1991
B.A., Classical Studies
Pepperdine University 1986 — 1987
Economics
Adam Berlin Adam Berlin's UBS Experience 2000 - January 2002
Job PresidentSunwealth Management
Industry Financial Services
Experience
Sunwealth Management November 2013 - Present
Primary Residential Mortgage August 2014 - Present
Merrill Lynch September 2010 - October 2013
Tesla Motors February 2010 - October 2010
The Wall Street Collection May 2009 - January 2010
Sports and Imports April 2002 - March 2008
UBS 2000 - January 2002
Morgan Stanley 1996 - 2000
Skills
Strategic Planning, Start-ups, Investments, Portfolio Management, Risk Management, Financial Analysis, Strategic Financial..., New Business Development, Credit, Wealth Management, Social Networking, Management, Asset Managment, Roth IRA, Finance, Sales, Banking, Financial Services, Asset Allocation, Asset Management, Advertising, Mortgage Lending, Real Estate, Entrepreneurship, Business Development, Budgets, Business Planning, Business Strategy, Analysis, Accounting, Mergers & Acquisitions
Education
Rowan University 1995 — 1996
BA, Criminal Justice
Green Mountain College 1993 — 1994
Sunwealth Management November 2013 - Present
Primary Residential Mortgage August 2014 - Present
Merrill Lynch September 2010 - October 2013
Tesla Motors February 2010 - October 2010
The Wall Street Collection May 2009 - January 2010
Sports and Imports April 2002 - March 2008
UBS 2000 - January 2002
Morgan Stanley 1996 - 2000
Skills
Strategic Planning, Start-ups, Investments, Portfolio Management, Risk Management, Financial Analysis, Strategic Financial..., New Business Development, Credit, Wealth Management, Social Networking, Management, Asset Managment, Roth IRA, Finance, Sales, Banking, Financial Services, Asset Allocation, Asset Management, Advertising, Mortgage Lending, Real Estate, Entrepreneurship, Business Development, Budgets, Business Planning, Business Strategy, Analysis, Accounting, Mergers & Acquisitions
Education
Rowan University 1995 — 1996
BA, Criminal Justice
Green Mountain College 1993 — 1994
JoAnna Carey JoAnna Carey's UBS Experience May 1998 - August 1999
Job Informationista: Sharing Inspiration & Insights Not Data
Industry Market Research
Experience
Farmers Insurance May 2006 - Present
Carey'D Away Enterprises, LLC September 1999 - January 2015
Chase Bank May 2003 - December 2003
UBS May 1998 - August 1999
West MI Community Mental Health System February 1996 - May 1998
Skills
Market Research, Marketing Research, Marketing Strategy, Competitive Intelligence, Segmentation, Leadership, Focus Groups, Qualitative Research, Customer Insight, Qualtrics, Product Development, Analytics, New Business Development, Consumer Behaviour, Online Research, Competitive Analysis, mTAB, Strategic Planning, Insurance, Sales, Market Analysis, Strategy, Lead Generation, Direct Marketing, Social Media, Coaching, Customer Experience, Net Promoter Score, Confirmit, Quantitative Analytics
Education
Grand Valley State University
Business Administration Marketing
Farmers Insurance May 2006 - Present
Carey'D Away Enterprises, LLC September 1999 - January 2015
Chase Bank May 2003 - December 2003
UBS May 1998 - August 1999
West MI Community Mental Health System February 1996 - May 1998
Skills
Market Research, Marketing Research, Marketing Strategy, Competitive Intelligence, Segmentation, Leadership, Focus Groups, Qualitative Research, Customer Insight, Qualtrics, Product Development, Analytics, New Business Development, Consumer Behaviour, Online Research, Competitive Analysis, mTAB, Strategic Planning, Insurance, Sales, Market Analysis, Strategy, Lead Generation, Direct Marketing, Social Media, Coaching, Customer Experience, Net Promoter Score, Confirmit, Quantitative Analytics
Education
Grand Valley State University
Business Administration Marketing
Anthony Schena's UBS Experience 2007 - 2009
Job First Vice PresidentWealth Management, CFP®
Industry Financial Services
Experience
UBS Financial Services May 1998 - Present
UBS 2007 - 2009
PaineWebber May 1998 - June 2000
Education
Hamilton College 1994 — 1998
Bachelors, Political Science
UBS Financial Services May 1998 - Present
UBS 2007 - 2009
PaineWebber May 1998 - June 2000
Education
Hamilton College 1994 — 1998
Bachelors, Political Science
Tammy Bernette Haygood Tammy Bernette Haygood's UBS Experience October 2010 - Present
Job Impact Investment Group, Vice President Wealth Management, UBS Financial Services, Inc.
Industry Financial Services
Experience
Toniic LLC August 2014 - Present
UBS October 2010 - Present
Mobile Cause 2012 - Present
Keiretsu Forum August 2011 - Present
Rotary International 2009 - Present
Education
Golden Gate University, School of Law 1996 — 1999
JD, Corporate, Finance, and Securities Law, Tax and Estate Planning
Tuskegee University 1977 — 1981
BSEE and BS Physics, Controls Engineer
Toniic LLC August 2014 - Present
UBS October 2010 - Present
Mobile Cause 2012 - Present
Keiretsu Forum August 2011 - Present
Rotary International 2009 - Present
Education
Golden Gate University, School of Law 1996 — 1999
JD, Corporate, Finance, and Securities Law, Tax and Estate Planning
Tuskegee University 1977 — 1981
BSEE and BS Physics, Controls Engineer
Kattie Elder Kattie Elder's UBS Experience May 2013 - December 2013
Job Marketing Associate at Atlanta Capital Management Co., LLC
Industry Financial Services
Experience
Atlanta Capital Management Co., LLC December 2014 - Present
Praxis Financial Partners, LLC March 2014 - December 2014
UBS May 2013 - December 2013
UBS May 2012 - May 2013
UBS May 2006 - May 2012
Century Bank and Trust May 2003 - May 2006
Education
Georgia Southern University
B.B.A., Finance
Atlanta Capital Management Co., LLC December 2014 - Present
Praxis Financial Partners, LLC March 2014 - December 2014
UBS May 2013 - December 2013
UBS May 2012 - May 2013
UBS May 2006 - May 2012
Century Bank and Trust May 2003 - May 2006
Education
Georgia Southern University
B.B.A., Finance
Carin Thomas Carin Thomas's UBS Experience 2008 - Present
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS 2008 - Present
Merrill Lynch 1995 - 2008
Wells Fargo 1991 - 1995
US Bank 1986 - 1991
US Bank 1984 - 1986
Education
Gustavus Adolphus College 1980 — 1984
BA, Economics
UBS 2008 - Present
Merrill Lynch 1995 - 2008
Wells Fargo 1991 - 1995
US Bank 1986 - 1991
US Bank 1984 - 1986
Education
Gustavus Adolphus College 1980 — 1984
BA, Economics
Ronald Sutedja Ronald Sutedja's UBS Experience September 2015 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS September 2015 - Present
AQR Capital Management July 2014 - August 2015
Van Eck Global February 2011 - June 2014
Axioma Inc. August 2009 - January 2011
Maven Funds LLC May 2008 - July 2009
Rockwell Collins August 2004 - December 2006
Skills
Fixed Income, Quantitative Finance, Portfolio Management, Bloomberg, Equities, Trading, Hedge Funds, Investments, Derivatives, VBA, Financial Modeling, SQL, Java, Asset Management, Risk Management, Investment Strategies, Trading Systems, ETFs, Matlab, R, Monte Carlo Simulation, Portfolio Optimization, C++, Research, Options, Python, Bonds, Hedging, Equity Research, Volatility, Programming, Statistics, Pricing, Economics, Performance Attribution, Financial Engineering, Arbitrage, VAR, Microsoft Excel, Analysis, Factset, Risk, Excel, Quantitative Analysis, Real Estate
Education
Georgia Institute of Technology 2007 — 2008
Quantitative and Computational Finance, Financial Engineering
Georgia Tech 2003 — 2007
Bachelor of Science, Electrical and Computer Engineering
Petra 2/3 High School
High school, Science general
UBS September 2015 - Present
AQR Capital Management July 2014 - August 2015
Van Eck Global February 2011 - June 2014
Axioma Inc. August 2009 - January 2011
Maven Funds LLC May 2008 - July 2009
Rockwell Collins August 2004 - December 2006
Skills
Fixed Income, Quantitative Finance, Portfolio Management, Bloomberg, Equities, Trading, Hedge Funds, Investments, Derivatives, VBA, Financial Modeling, SQL, Java, Asset Management, Risk Management, Investment Strategies, Trading Systems, ETFs, Matlab, R, Monte Carlo Simulation, Portfolio Optimization, C++, Research, Options, Python, Bonds, Hedging, Equity Research, Volatility, Programming, Statistics, Pricing, Economics, Performance Attribution, Financial Engineering, Arbitrage, VAR, Microsoft Excel, Analysis, Factset, Risk, Excel, Quantitative Analysis, Real Estate
Education
Georgia Institute of Technology 2007 — 2008
Quantitative and Computational Finance, Financial Engineering
Georgia Tech 2003 — 2007
Bachelor of Science, Electrical and Computer Engineering
Petra 2/3 High School
High school, Science general
Mary Graddy Mary Graddy's UBS Experience April 2013 - June 2015
Job Operations Coordinator at Vetlocity
Industry Market Research
Experience
Vetlocity July 2015 - Present
UBS April 2013 - June 2015
Pig-N-Chik BBQ May 2012 - December 2012
Pig-N-Chik BBQ May 2007 - May 2012
Skills
Marketing, Marketing Communications, Client Administration, Customer Service, Administrative..., Advertising, Operations Management, Event Planning, CRM, PowerPoint, Leadership, Social Media Marketing, Microsoft Excel, Human Resources, Microsoft Word, Management, Research
Education
Georgia State University 2013 — 2015
Bachelor of Business Administration (BBA), Marketing
Georgia Southern University 2010 — 2013
Bachelor of Business Administration (BBA), Marketing
Vetlocity July 2015 - Present
UBS April 2013 - June 2015
Pig-N-Chik BBQ May 2012 - December 2012
Pig-N-Chik BBQ May 2007 - May 2012
Skills
Marketing, Marketing Communications, Client Administration, Customer Service, Administrative..., Advertising, Operations Management, Event Planning, CRM, PowerPoint, Leadership, Social Media Marketing, Microsoft Excel, Human Resources, Microsoft Word, Management, Research
Education
Georgia State University 2013 — 2015
Bachelor of Business Administration (BBA), Marketing
Georgia Southern University 2010 — 2013
Bachelor of Business Administration (BBA), Marketing
Julie E. Caggiano Julie E. Caggiano's UBS Experience October 2007 - May 2010
Job Administrative Assistant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group June 2015 - Present
Testo USA November 2014 - April 2015
UOB Kay Hian August 2014 - October 2014
Morgan Stanley March 2013 - August 2014
Morgan Stanley May 2010 - March 2013
UBS October 2007 - May 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning
Education
Greensboro College 2002 — 2006
Bachelor of Arts (BA), English & Communications
The Boston Consulting Group June 2015 - Present
Testo USA November 2014 - April 2015
UOB Kay Hian August 2014 - October 2014
Morgan Stanley March 2013 - August 2014
Morgan Stanley May 2010 - March 2013
UBS October 2007 - May 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning
Education
Greensboro College 2002 — 2006
Bachelor of Arts (BA), English & Communications
Racquel Oden Racquel Oden's UBS Experience 2008 - 2010
Job Managing Director Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2010 - Present
UBS 2008 - 2010
UBS 2006 - 2008
UBS 2004 - 2006
UBS 2002 - 2004
UBS 1999 - 2002
Morgan Stanley 1997 - 1999
Skills
Investments, Series 7, Wealth Management, Securities, Sales, FINRA, Mergers & Acquisitions, Securities Regulation, Management, Finance, Derivatives, Marketing, Private Equity, Bloomberg, M, Wealth Management..., Financial Services, Strategic Planning
Education
Hampton University 1996 — 1998
Master of Business Administration (MBA)
James Madison University 1990 — 1994
Bachelor's degree, Political Science
Merrill Lynch February 2010 - Present
UBS 2008 - 2010
UBS 2006 - 2008
UBS 2004 - 2006
UBS 2002 - 2004
UBS 1999 - 2002
Morgan Stanley 1997 - 1999
Skills
Investments, Series 7, Wealth Management, Securities, Sales, FINRA, Mergers & Acquisitions, Securities Regulation, Management, Finance, Derivatives, Marketing, Private Equity, Bloomberg, M, Wealth Management..., Financial Services, Strategic Planning
Education
Hampton University 1996 — 1998
Master of Business Administration (MBA)
James Madison University 1990 — 1994
Bachelor's degree, Political Science
Jonathan Ottaway Jonathan Ottaway's UBS Experience September 2010 - December 2011
Job Consultant at Accenture
Industry Information Technology and Services
Experience
Barclaycard as Consultant from Accenture February 2013 - December 2013
Accenture February 2012 - December 2013
Virgin Money as Consultant from Accenture November 2012 - February 2013
Thomas Cook as Consultant from Accenture August 2012 - November 2012
Vodafone as Consultant from Accenture April 2012 - August 2012
UBS September 2010 - December 2011
Skills
Business Analysis, Management Consulting, Change Management, Requirements Gathering, Requirements Analysis, Business Intelligence, Coaching, Business Strategy, Project Management, Solution Architecture, Data Architecture, Data Analysis, Large Scale Deployments, Credit Cards, Payment Card Processing, Data Warehousing, Retail Banking, Business Transformation
Education
Gordon Conwell Theological Seminary 2014 — 2016
Master of Divinity (M.Div.), Divinity/Ministry
University of Cambridge 2007 — 2010
Bachelor of Arts (BA), Music, 2:1
Barclaycard as Consultant from Accenture February 2013 - December 2013
Accenture February 2012 - December 2013
Virgin Money as Consultant from Accenture November 2012 - February 2013
Thomas Cook as Consultant from Accenture August 2012 - November 2012
Vodafone as Consultant from Accenture April 2012 - August 2012
UBS September 2010 - December 2011
Skills
Business Analysis, Management Consulting, Change Management, Requirements Gathering, Requirements Analysis, Business Intelligence, Coaching, Business Strategy, Project Management, Solution Architecture, Data Architecture, Data Analysis, Large Scale Deployments, Credit Cards, Payment Card Processing, Data Warehousing, Retail Banking, Business Transformation
Education
Gordon Conwell Theological Seminary 2014 — 2016
Master of Divinity (M.Div.), Divinity/Ministry
University of Cambridge 2007 — 2010
Bachelor of Arts (BA), Music, 2:1
Alexandra (Lexie) Hearn Alexandra (Lexie) Hearn's UBS Experience May 2008 - August 2008
Job Chief of Staff at Megalith Capital Management
Industry Real Estate
Experience
Megalith Capital Management October 2013 - Present
Bridgewater Associates September 2012 - July 2013
Bridgewater Associates October 2010 - September 2012
UBS May 2008 - August 2008
Harrow Sports May 2006 - June 2006
Skills
Customer Service, Microsoft Excel, Investments, Financial Services, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Coaching, Marketing, CRM
Education
Gettysburg College 2006 — 2010
BA, Political Science and International Affairs
Gettysburg College 2006 — 2010
Bachelor of Arts, Double Major in Political Science and International Affairs
Megalith Capital Management October 2013 - Present
Bridgewater Associates September 2012 - July 2013
Bridgewater Associates October 2010 - September 2012
UBS May 2008 - August 2008
Harrow Sports May 2006 - June 2006
Skills
Customer Service, Microsoft Excel, Investments, Financial Services, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Coaching, Marketing, CRM
Education
Gettysburg College 2006 — 2010
BA, Political Science and International Affairs
Gettysburg College 2006 — 2010
Bachelor of Arts, Double Major in Political Science and International Affairs
Larry Goldfarb's UBS Experience January 2014 - June 2014
Job Director of Sales at Erado
Industry Computer Software
Experience
Erado June 2014 - Present
UBS January 2014 - June 2014
Macquarie Group April 2013 - December 2013
Larry Goldfarb Consulting October 2010 - March 2013
Compliance11 October 2005 - October 2010
UBS Investment Bank 2000 - 2005
Union Bank of Switzerland 1995 - 2000
Salomon Brothers May 1986 - May 1993
Skills
Start-ups, Product Management, Business Strategy, SaaS, Mergers, Project Management, Marketing Strategy, Leadership, Management, Hedge Funds, Equities, Marketing, Financial Services, Cross-functional Team..., Entrepreneurship, Financial Analysis, Program Management, Mergers & Acquisitions, Securities, Finance, Business Development, Risk Management, Alternative Investments, Investments
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA
The London School of Economics and Political Science (LSE) 1983 — 1984
GD
Hamilton College 1979 — 1983
Bachelor of Arts (B.A.)
Pingry 1971 — 1979
high school diploma
Erado June 2014 - Present
UBS January 2014 - June 2014
Macquarie Group April 2013 - December 2013
Larry Goldfarb Consulting October 2010 - March 2013
Compliance11 October 2005 - October 2010
UBS Investment Bank 2000 - 2005
Union Bank of Switzerland 1995 - 2000
Salomon Brothers May 1986 - May 1993
Skills
Start-ups, Product Management, Business Strategy, SaaS, Mergers, Project Management, Marketing Strategy, Leadership, Management, Hedge Funds, Equities, Marketing, Financial Services, Cross-functional Team..., Entrepreneurship, Financial Analysis, Program Management, Mergers & Acquisitions, Securities, Finance, Business Development, Risk Management, Alternative Investments, Investments
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA
The London School of Economics and Political Science (LSE) 1983 — 1984
GD
Hamilton College 1979 — 1983
Bachelor of Arts (B.A.)
Pingry 1971 — 1979
high school diploma
Kiu Yuen's UBS Experience January 2011 - May 2011
Job Actuarial Assistant at CNO Financial Group
Industry Insurance
Experience
Milliman, Inc. November 2013 - June 2015
UBS January 2011 - May 2011
Harper College September 2009 - May 2011
William Rainey Harper College September 2009 - May 2010
Skills
Mathematica, Data Analysis, Analytics, C++, VBA, Stata, Problem Solving, Leadership Initiatives, Coaching, Microsoft Excel, Goal Oriented, Detail Oriented, Public Speaking, Actuarial Science, Statistical Modeling, Financial Analysis, Teamwork
Education
University of Minnesota-Twin Cities 2011 — 2013
Bachelor of Arts, Mathematics - Actuarial Science, Expected Graduation: December 2013
Harper College 2009 — 2011
Associate, Actuarial Science
Milliman, Inc. November 2013 - June 2015
UBS January 2011 - May 2011
Harper College September 2009 - May 2011
William Rainey Harper College September 2009 - May 2010
Skills
Mathematica, Data Analysis, Analytics, C++, VBA, Stata, Problem Solving, Leadership Initiatives, Coaching, Microsoft Excel, Goal Oriented, Detail Oriented, Public Speaking, Actuarial Science, Statistical Modeling, Financial Analysis, Teamwork
Education
University of Minnesota-Twin Cities 2011 — 2013
Bachelor of Arts, Mathematics - Actuarial Science, Expected Graduation: December 2013
Harper College 2009 — 2011
Associate, Actuarial Science
Lauren Cotto Perez Lauren Cotto Perez's UBS Experience May 2011 - April 2013
Job Certified Health Coach
Industry Professional Training & Coaching
Experience
Wealth Management Transitions, LLC April 2013 - March 2015
UBS May 2011 - April 2013
UBS Financial Services June 2009 - June 2011
UBS September 2005 - November 2008
Smith Barney September 2004 - August 2005
Skills
Series 7, Series 63, Series 66, Series 9, Series 10
Education
Institute for Integrative Nutrition 2015 — 2015
Health and Wellness
Georgia State University - J. Mack Robinson College of Business 1999 — 2004
Finance, Accounting and Finance
Wealth Management Transitions, LLC April 2013 - March 2015
UBS May 2011 - April 2013
UBS Financial Services June 2009 - June 2011
UBS September 2005 - November 2008
Smith Barney September 2004 - August 2005
Skills
Series 7, Series 63, Series 66, Series 9, Series 10
Education
Institute for Integrative Nutrition 2015 — 2015
Health and Wellness
Georgia State University - J. Mack Robinson College of Business 1999 — 2004
Finance, Accounting and Finance
Benjamin Klundt's UBS Experience October 2009 - August 2010
Job Financial Advisor at Ten Capital Investment Advisors
Industry Accounting
Experience
Ten Capital Investment Advisors July 2014 - Present
Waddell & Reed May 2011 - July 2014
Skyhawks Sports Academy August 2010 - May 2011
UBS October 2009 - August 2010
Klündt Hosmer June 2008 - September 2008
Skills
Forecasting, Accounts Payable, Management, Problem Solving, Finance, General Ledger, Business Development, Accounting, Data Analysis, Leadership, Financial Analysis, Teamwork, PowerPoint, Nonprofits, Entrepreneurship, Financial Reporting, Microsoft Excel, Customer Service, Marketing, QuickBooks, Event Planning, Customer Satisfaction, Team Leadership, Small Business, Account Reconciliation, Public Speaking, Investments, Budgets, Access, Strategic Planning, Microsoft Office, Time Management
Education
Gonzaga University 2007 — 2011
BBA, accounting
Mt. Spokane High School
Whitworth University
Ten Capital Investment Advisors July 2014 - Present
Waddell & Reed May 2011 - July 2014
Skyhawks Sports Academy August 2010 - May 2011
UBS October 2009 - August 2010
Klündt Hosmer June 2008 - September 2008
Skills
Forecasting, Accounts Payable, Management, Problem Solving, Finance, General Ledger, Business Development, Accounting, Data Analysis, Leadership, Financial Analysis, Teamwork, PowerPoint, Nonprofits, Entrepreneurship, Financial Reporting, Microsoft Excel, Customer Service, Marketing, QuickBooks, Event Planning, Customer Satisfaction, Team Leadership, Small Business, Account Reconciliation, Public Speaking, Investments, Budgets, Access, Strategic Planning, Microsoft Office, Time Management
Education
Gonzaga University 2007 — 2011
BBA, accounting
Mt. Spokane High School
Whitworth University
Jason Shellaby Jason Shellaby's UBS Experience June 2005 - August 2005
Job Deputy Director, US Office at Village Health Works
Industry Nonprofit Organization Management
Experience
Village Health Works May 2015 - Present
Village Health Works July 2014 - May 2015
Clinton Global Initiative June 2012 - July 2014
Zero5 December 2011 - July 2012
World Economic Forum July 2010 - September 2011
World Economic Forum January 2008 - March 2010
UBS June 2005 - August 2005
Skills
Sustainability Strategy, Sustainability, Ecosystem Services, Corporate Social..., Research, Business Strategy, Start-ups, Sustainable Development, Climate Change, International..., Public Policy, NGOs, Policy Analysis, International Relations, Renewable Energy, Non-profits, Environmental Awareness, Economics, Environmental...
Education
Graduate Institute of International and Development Studies 2006 — 2008
MIA, International Affairs
Tufts University 2002 — 2006
BA, International Relations
Institut d'Etudes politiques de Paris 2004 — 2005
Certificat, Political Economy
Village Health Works May 2015 - Present
Village Health Works July 2014 - May 2015
Clinton Global Initiative June 2012 - July 2014
Zero5 December 2011 - July 2012
World Economic Forum July 2010 - September 2011
World Economic Forum January 2008 - March 2010
UBS June 2005 - August 2005
Skills
Sustainability Strategy, Sustainability, Ecosystem Services, Corporate Social..., Research, Business Strategy, Start-ups, Sustainable Development, Climate Change, International..., Public Policy, NGOs, Policy Analysis, International Relations, Renewable Energy, Non-profits, Environmental Awareness, Economics, Environmental...
Education
Graduate Institute of International and Development Studies 2006 — 2008
MIA, International Affairs
Tufts University 2002 — 2006
BA, International Relations
Institut d'Etudes politiques de Paris 2004 — 2005
Certificat, Political Economy
Benjamin (Shanley) Hansell's UBS Experience August 2015 - Present
Job PM Team at UBS
Industry Investment Banking
Experience
UBS August 2015 - Present
Lake View Asset Management December 2014 - August 2015
Morgan Stanley July 2013 - December 2014
Lake View Asset Management, LLC August 2011 - December 2014
IGA Village Market June 2009 - August 2011
Skills
Portfolio Management, Equities, Wealth Management, Investment Strategies, Bloomberg Terminal, Fixed Income, Investments, Finance, Corporate Finance, Equity Valuation, Bloomberg, Microsoft Office, Options, Cash Flow, Hedge Funds, Leveraged Finance, High Yield, Emerging Markets, Securities, Asset Management, Trading, Financial Modeling, Valuation, Excel, Risk Analysis, Decision Analysis, Managerial Decision..., High Net Worth..., Series 65, Derivatives, Structured Products, Bonds, Hedging, Economics, Asset Allocation, Equity Trading, Equity Derivatives, Trading Strategies, Financial Services, Swaps, Risk Management, Investment Management, Microsoft Excel
Education
Hampden-Sydney College 2007 — 2011
Bachelor of Arts
Hampden-Sydney College Hampden
Bachelor's degree
Northfield Mount Hermon 2006 — 2007
New England Prep School
Montclair High School 2002 — 2006
High School
UBS August 2015 - Present
Lake View Asset Management December 2014 - August 2015
Morgan Stanley July 2013 - December 2014
Lake View Asset Management, LLC August 2011 - December 2014
IGA Village Market June 2009 - August 2011
Skills
Portfolio Management, Equities, Wealth Management, Investment Strategies, Bloomberg Terminal, Fixed Income, Investments, Finance, Corporate Finance, Equity Valuation, Bloomberg, Microsoft Office, Options, Cash Flow, Hedge Funds, Leveraged Finance, High Yield, Emerging Markets, Securities, Asset Management, Trading, Financial Modeling, Valuation, Excel, Risk Analysis, Decision Analysis, Managerial Decision..., High Net Worth..., Series 65, Derivatives, Structured Products, Bonds, Hedging, Economics, Asset Allocation, Equity Trading, Equity Derivatives, Trading Strategies, Financial Services, Swaps, Risk Management, Investment Management, Microsoft Excel
Education
Hampden-Sydney College 2007 — 2011
Bachelor of Arts
Hampden-Sydney College Hampden
Bachelor's degree
Northfield Mount Hermon 2006 — 2007
New England Prep School
Montclair High School 2002 — 2006
High School
Tyese T. Battle's UBS Experience September 2005 - January 2007
Job Senior Manager Human Resources at Johnson & Johnson/Janssen R&D
Industry Human Resources
Experience
Johnson & Johnson September 2012 - Present
General Electric August 2009 - August 2012
General Electric Energy December 2008 - December 2009
GE Capital October 2007 - December 2008
UBS September 2005 - January 2007
Limited Brands November 2002 - September 2005
Skills
Employee Relations, Coaching, Talent Management, Restructuring, Recruiting, Diversity & Inclusion, Global Strategy, Training, Human Resources, Deferred Compensation, Personnel Management, Leadership Development, Leadership, Management, Performance Management
Education
Rutgers University-New Brunswick 2004 — 2007
Masters of Human Resource Management, Human Resources
Hampton University 1995 — 1999
BA, Public Relations
Johnson & Johnson September 2012 - Present
General Electric August 2009 - August 2012
General Electric Energy December 2008 - December 2009
GE Capital October 2007 - December 2008
UBS September 2005 - January 2007
Limited Brands November 2002 - September 2005
Skills
Employee Relations, Coaching, Talent Management, Restructuring, Recruiting, Diversity & Inclusion, Global Strategy, Training, Human Resources, Deferred Compensation, Personnel Management, Leadership Development, Leadership, Management, Performance Management
Education
Rutgers University-New Brunswick 2004 — 2007
Masters of Human Resource Management, Human Resources
Hampton University 1995 — 1999
BA, Public Relations
Mitchell Voss Mitchell Voss's UBS Experience October 2013 - December 2014
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs December 2014 - Present
UBS October 2013 - December 2014
Deutsche Bank August 2011 - October 2013
Centerline Capital Group December 2010 - July 2011
Lake Pacific Partners June 2008 - June 2010
Skills
Financial Modeling, Private Equity, Marketing Strategy, Real Estate Finance, Underwriting, Loan Origination, CMBS, Mortgage Lending, Real Estate Economics, Financial Analysis, Structured Finance, Investment Banking, Acquisitions, Investments, Real Estate, Due Diligence, Valuation, Finance, Asset Management
Education
University of Denver 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
University of Denver 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
Griffith University 2006 — 2006
Finance, General
Hinsdale Central High School
Goldman Sachs December 2014 - Present
UBS October 2013 - December 2014
Deutsche Bank August 2011 - October 2013
Centerline Capital Group December 2010 - July 2011
Lake Pacific Partners June 2008 - June 2010
Skills
Financial Modeling, Private Equity, Marketing Strategy, Real Estate Finance, Underwriting, Loan Origination, CMBS, Mortgage Lending, Real Estate Economics, Financial Analysis, Structured Finance, Investment Banking, Acquisitions, Investments, Real Estate, Due Diligence, Valuation, Finance, Asset Management
Education
University of Denver 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
University of Denver 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
Griffith University 2006 — 2006
Finance, General
Hinsdale Central High School
Gene Berezin's UBS Experience December 2000 - August 2004
Job Developer/Business Analyst at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase October 2008 - May 2015
Department of Finance June 2006 - July 2008
JPMorgan Chase July 2005 - October 2005
Pershing, a BNY Mellon company October 2004 - May 2005
UBS December 2000 - August 2004
UBS December 2000 - August 2004
Smith Barney Brokerage Firm August 1999 - December 2000
Skills
COBOL, Business Analysis, SDLC, User Acceptance Testing, Business Requirements, Requirements Analysis, SQL, Requirements Gathering, JCL, Visio, CICS, DB2, Data Warehousing, Data Modeling, Microsoft SQL Server, VSAM, Agile Methodologies, JIRA, Integration, Quality Assurance, Quality Center, Waterfall, SAS, MQ Series, Data Analysis, HP Quality Center
Education
Globe Institute of Technology 1996 — 1997
Associate's degree, Information Technology
St. Petersburg, Russia 1979 — 1984
Combine Bachelor’s and Master’s Degree in Civil Engineering, Civil Engineering
Viinitsa, the Ukraine 1969 — 1979
High School diploma, math, physics
JP Morgan Chase October 2008 - May 2015
Department of Finance June 2006 - July 2008
JPMorgan Chase July 2005 - October 2005
Pershing, a BNY Mellon company October 2004 - May 2005
UBS December 2000 - August 2004
UBS December 2000 - August 2004
Smith Barney Brokerage Firm August 1999 - December 2000
Skills
COBOL, Business Analysis, SDLC, User Acceptance Testing, Business Requirements, Requirements Analysis, SQL, Requirements Gathering, JCL, Visio, CICS, DB2, Data Warehousing, Data Modeling, Microsoft SQL Server, VSAM, Agile Methodologies, JIRA, Integration, Quality Assurance, Quality Center, Waterfall, SAS, MQ Series, Data Analysis, HP Quality Center
Education
Globe Institute of Technology 1996 — 1997
Associate's degree, Information Technology
St. Petersburg, Russia 1979 — 1984
Combine Bachelor’s and Master’s Degree in Civil Engineering, Civil Engineering
Viinitsa, the Ukraine 1969 — 1979
High School diploma, math, physics
Dean Baylor Dean Baylor's UBS Experience March 2012 - Present
Job Senior Stock Plan Administrator at UBS
Industry Management Consulting
Experience
UBS March 2012 - Present
World Vision August 2008 - August 2015
Independent Contractual Employment September 2005 - March 2012
Skills
Non-profits, Event Planning, International..., Fundraising, Social Media, Public Speaking, Event Management, Community Development, Program Development, Public Relations, Research, Capacity Building, Editing, Leadership Development, Nonprofits, Human Resources, Budgets, Copywriting
Education
University of Colorado at Colorado Springs 2001 — 2004
BS, Political Science
Grace University
AS, Biblical Arts
UBS March 2012 - Present
World Vision August 2008 - August 2015
Independent Contractual Employment September 2005 - March 2012
Skills
Non-profits, Event Planning, International..., Fundraising, Social Media, Public Speaking, Event Management, Community Development, Program Development, Public Relations, Research, Capacity Building, Editing, Leadership Development, Nonprofits, Human Resources, Budgets, Copywriting
Education
University of Colorado at Colorado Springs 2001 — 2004
BS, Political Science
Grace University
AS, Biblical Arts
Grace Yating Guan Grace Yating Guan's UBS Experience June 2013 - May 2014
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
UBS June 2013 - May 2014
Bank of America Merrill Lynch September 2012 - December 2012
UBS June 2012 - August 2012
Skills
Investment Banking
Education
Hamilton College 2009 — 2013
Bachelor’s Degree, Honors in Mathematics and Economics
Emma Willard School
High School
J.P. Morgan May 2014 - Present
UBS June 2013 - May 2014
Bank of America Merrill Lynch September 2012 - December 2012
UBS June 2012 - August 2012
Skills
Investment Banking
Education
Hamilton College 2009 — 2013
Bachelor’s Degree, Honors in Mathematics and Economics
Emma Willard School
High School
Soham Pablo Soham Pablo's UBS Experience February 2006 - July 2006
Job Principal Pre Sales Consultant at BMC Software
Industry Information Technology and Services
Experience
BMC Software October 2013 - Present
BMC Software November 2009 - May 2013
SP Jain Institute of Management & Research (SPJIMR) December 2008 - November 2009
Wipro August 2006 - December 2008
Credit Suisse 2007 - 2008
UBS February 2006 - July 2006
iflex solutions January 2004 - February 2005
Cognizant Technologies October 2003 - December 2004
Padre Conceicao College of Engineering July 2003 - October 2003
Skills
Cloud Computing, Solution Design, RFP, Pre-sales, ITIL, IT Management, Data Center, IT Strategy, IT Service Management, Solution Architecture, Enterprise Architecture, Service Management, Enterprise Software, Consultants, Management, SaaS, Infrastructure, Outsourcing, Professional Services, Service Delivery, Strategy, Integration
Education
S.P. Jain Institute of Management & Research 2008 — 2009
PGPM, IT Management
Goa University 1999 — 2003
BE, Computer Engineering
Dr. T.B. Cunha Govt. Higher Secondary School, Panjim 1997 — 1999
Class 12, PCMC
Clarence High School, Bangalore 1988 — 1996
Class 10, ICSE
BMC Software October 2013 - Present
BMC Software November 2009 - May 2013
SP Jain Institute of Management & Research (SPJIMR) December 2008 - November 2009
Wipro August 2006 - December 2008
Credit Suisse 2007 - 2008
UBS February 2006 - July 2006
iflex solutions January 2004 - February 2005
Cognizant Technologies October 2003 - December 2004
Padre Conceicao College of Engineering July 2003 - October 2003
Skills
Cloud Computing, Solution Design, RFP, Pre-sales, ITIL, IT Management, Data Center, IT Strategy, IT Service Management, Solution Architecture, Enterprise Architecture, Service Management, Enterprise Software, Consultants, Management, SaaS, Infrastructure, Outsourcing, Professional Services, Service Delivery, Strategy, Integration
Education
S.P. Jain Institute of Management & Research 2008 — 2009
PGPM, IT Management
Goa University 1999 — 2003
BE, Computer Engineering
Dr. T.B. Cunha Govt. Higher Secondary School, Panjim 1997 — 1999
Class 12, PCMC
Clarence High School, Bangalore 1988 — 1996
Class 10, ICSE
Paul D. Andrews Paul D. Andrews's UBS Experience January 2009 - Present
Job Financial Advisor, Senior Vice President, who specializes in Wealth Management protection strategies
Industry Financial Services
Experience
UBS January 2009 - Present
Morgan Stanley September 2001 - January 2009
Morgan Stanley May 2000 - August 2000
Morgan Stanley May 1996 - August 1999
Skills
Investments, Finance, Wealth Management, Strategic Planning, Equities, Financial Analysis, Portfolio Management
Education
Gettysburg College 1996 — 2001
Bacehlor of Arts, Business Management
UBS January 2009 - Present
Morgan Stanley September 2001 - January 2009
Morgan Stanley May 2000 - August 2000
Morgan Stanley May 1996 - August 1999
Skills
Investments, Finance, Wealth Management, Strategic Planning, Equities, Financial Analysis, Portfolio Management
Education
Gettysburg College 1996 — 2001
Bacehlor of Arts, Business Management
Vincent Jacobucci Vincent Jacobucci's UBS Experience June 2012 - August 2012
Job Valuations Specialist at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
International Fund Services (NA) LLC, A State Street Company March 2014 - July 2015
Deloitte February 2013 - March 2014
UBS June 2012 - August 2012
Czar Metrics February 2012 - May 2012
Compass Labs September 2011 - January 2012
Harlem Village Academies June 2011 - August 2011
Harker Research September 2010 - May 2011
Morehead Planetarium and Science Center May 2008 - August 2010
UNC-CH Physics and Astronomy Department January 2010 - May 2010
Skills
Data Analysis, VBA, Microsoft Excel, Valuation Modeling, Interest Rate..., Financial Modeling, Fincad, Microsoft Office, Leadership, Research, Analysis, Matlab, C++, Public Speaking, R, Stata, Bloomberg Terminal, Tableau, Pivot Tables, Consulting, Management, Business Analysis, Project Management
Education
New York University 2011 — 2012
M.S., Financial Engineering, 3.98
University of North Carolina at Chapel Hill 2006 — 2010
B.S, Physics and Astronomy w/ minor in Mathematics
Guilford College 2004 — 2006
n/a, Attended during high school
Deutsche Bank July 2015 - Present
International Fund Services (NA) LLC, A State Street Company March 2014 - July 2015
Deloitte February 2013 - March 2014
UBS June 2012 - August 2012
Czar Metrics February 2012 - May 2012
Compass Labs September 2011 - January 2012
Harlem Village Academies June 2011 - August 2011
Harker Research September 2010 - May 2011
Morehead Planetarium and Science Center May 2008 - August 2010
UNC-CH Physics and Astronomy Department January 2010 - May 2010
Skills
Data Analysis, VBA, Microsoft Excel, Valuation Modeling, Interest Rate..., Financial Modeling, Fincad, Microsoft Office, Leadership, Research, Analysis, Matlab, C++, Public Speaking, R, Stata, Bloomberg Terminal, Tableau, Pivot Tables, Consulting, Management, Business Analysis, Project Management
Education
New York University 2011 — 2012
M.S., Financial Engineering, 3.98
University of North Carolina at Chapel Hill 2006 — 2010
B.S, Physics and Astronomy w/ minor in Mathematics
Guilford College 2004 — 2006
n/a, Attended during high school
Jack Burchenal Jack Burchenal's UBS Experience May 2009 - August 2009
Job Real Estate Agent with Comey and Shepherd
Industry Real Estate
Experience
Comey & Shepherd October 2014 - Present
Wyoming East High School October 2014 - Present
Kreller Consulting May 2014 - August 2014
The Kreller Group August 2013 - May 2014
Spusa Education Center August 2012 - July 2013
Cincinnati Bell May 2011 - December 2011
UBS May 2009 - August 2009
Skills
Sales, Program Management, Account Management, Salesforce.com, New Business Development, Cold Calling, Microsoft Excel, Wireless, Research, Marketing, Direct Sales, Customer Service, Sales Management, B2B, Business Development, Outside Sales
Education
Hampden-Sydney College 2006 — 2010
Bachelor's degree, Economics
Ninja
Ninja
Comey & Shepherd October 2014 - Present
Wyoming East High School October 2014 - Present
Kreller Consulting May 2014 - August 2014
The Kreller Group August 2013 - May 2014
Spusa Education Center August 2012 - July 2013
Cincinnati Bell May 2011 - December 2011
UBS May 2009 - August 2009
Skills
Sales, Program Management, Account Management, Salesforce.com, New Business Development, Cold Calling, Microsoft Excel, Wireless, Research, Marketing, Direct Sales, Customer Service, Sales Management, B2B, Business Development, Outside Sales
Education
Hampden-Sydney College 2006 — 2010
Bachelor's degree, Economics
Ninja
Ninja
Radhika Shah Radhika Shah's UBS Experience October 2012 - January 2013
Job Financial Analyst at Comcast
Industry Financial Services
Experience
Comcast November 2014 - Present
Accenture August 2013 - Present
Iron Capital Advisors Inc. 2013 - Present
UBS October 2012 - January 2013
Longhorn Steakhouse May 2011 - February 2012
Petrus Brands February 2011 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Restaurants, PowerPoint, Budgets, Event Planning, Inventory Management, Leadership, Retail, Accounts Receivable, Accounting, Social Media Marketing, Data Analysis, QuickBooks, Project Management, Team Building, Financial Reporting, Forecasting, Management
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2013
Bachelor of Business Administration (BBA), Business/Managerial Economics. Finance
Comcast November 2014 - Present
Accenture August 2013 - Present
Iron Capital Advisors Inc. 2013 - Present
UBS October 2012 - January 2013
Longhorn Steakhouse May 2011 - February 2012
Petrus Brands February 2011 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Restaurants, PowerPoint, Budgets, Event Planning, Inventory Management, Leadership, Retail, Accounts Receivable, Accounting, Social Media Marketing, Data Analysis, QuickBooks, Project Management, Team Building, Financial Reporting, Forecasting, Management
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2013
Bachelor of Business Administration (BBA), Business/Managerial Economics. Finance
Douglas Dinzik CFP®'s UBS Experience 2002 - 2007
Job Financial Advisor, Vice President, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Oppenheimer & Co. March 2007 - August 2012
UBS 2002 - 2007
Merrill Lynch 1992 - 2002
Education
Gordon College 1981 — 1986
Bachelor of Business Administration (BBA)
Gordon College 1981 — 1986
bacheior of sciencs, Business Administration and Management, General
Ameriprise Financial Services, Inc. August 2012 - Present
Oppenheimer & Co. March 2007 - August 2012
UBS 2002 - 2007
Merrill Lynch 1992 - 2002
Education
Gordon College 1981 — 1986
Bachelor of Business Administration (BBA)
Gordon College 1981 — 1986
bacheior of sciencs, Business Administration and Management, General
Abigail Glerum Abigail Glerum's UBS Experience May 2013 - April 2015
Job Senior Associate at GoldenTree Asset Management
Industry Financial Services
Experience
GoldenTree Asset Management April 2015 - Present
UBS May 2013 - April 2015
UBS August 2011 - May 2013
UBS June 2010 - August 2010
Education
Hamilton College 2007 — 2011
BA, Economics
Passed Level III of the CFA Program
GoldenTree Asset Management April 2015 - Present
UBS May 2013 - April 2015
UBS August 2011 - May 2013
UBS June 2010 - August 2010
Education
Hamilton College 2007 — 2011
BA, Economics
Passed Level III of the CFA Program
Daniel Seiden Daniel Seiden's UBS Experience June 2010 - August 2010
Job Marketing Manager at SourceOne, Inc (DE)
Industry Renewables & Environment
Experience
SourceOne, Inc (DE) April 2015 - Present
SourceOne, Inc (DE) September 2012 - April 2015
CleanEdison January 2012 - May 2012
GDS Associates, Inc. September 2011 - December 2011
Greenresearch.com July 2011 - September 2011
UBS June 2010 - August 2010
UBS June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Newmark Knight Frank June 2007 - August 2007
Skills
Business Development, Marketing Strategy, Energy, Energy Efficiency, Sustainability, Energy Policy, Renewable Energy, Natural Gas, Proposal Writing, Research, Brand Development..., Salesforce.com..., Product Management, Data Analysis, Statistics, Microsoft Excel, Market Research
Education
Gettysburg College 2007 — 2011
B.A., Economics
Columbia University - School of Continuing Education, Business Certificate Program
Business Certificate, Marketing and Corporate Finance, 3.85
Hunter College High School 2001 — 2007
SourceOne, Inc (DE) April 2015 - Present
SourceOne, Inc (DE) September 2012 - April 2015
CleanEdison January 2012 - May 2012
GDS Associates, Inc. September 2011 - December 2011
Greenresearch.com July 2011 - September 2011
UBS June 2010 - August 2010
UBS June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Newmark Knight Frank June 2007 - August 2007
Skills
Business Development, Marketing Strategy, Energy, Energy Efficiency, Sustainability, Energy Policy, Renewable Energy, Natural Gas, Proposal Writing, Research, Brand Development..., Salesforce.com..., Product Management, Data Analysis, Statistics, Microsoft Excel, Market Research
Education
Gettysburg College 2007 — 2011
B.A., Economics
Columbia University - School of Continuing Education, Business Certificate Program
Business Certificate, Marketing and Corporate Finance, 3.85
Hunter College High School 2001 — 2007
Joseph Aceto, CRPC® Joseph Aceto, CRPC®'s UBS Experience September 2011 - Present
Job Financial Advisor at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS September 2011 - Present
Morgan Stanley July 2008 - August 2011
Ameriprise Financial Services, Inc. April 2005 - July 2008
Education
Stonehill College 2001 — 2005
BA, Economics & Finance
Griffith University
South Portland High School
UBS September 2011 - Present
Morgan Stanley July 2008 - August 2011
Ameriprise Financial Services, Inc. April 2005 - July 2008
Education
Stonehill College 2001 — 2005
BA, Economics & Finance
Griffith University
South Portland High School
Todd Decker Todd Decker's UBS Experience February 2007 - November 2007
Job marketing associate at Sysco
Industry Food & Beverages
Experience
Sysco November 1997 - Present
UBS February 2007 - November 2007
Education
Georgia State University 1987 — 1989
Bachelor of Business Administration (BBA), Finance
Sysco November 1997 - Present
UBS February 2007 - November 2007
Education
Georgia State University 1987 — 1989
Bachelor of Business Administration (BBA), Finance
Christina Mangine Christina Mangine's UBS Experience June 2010 - August 2010
Job Mortgage Processor at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2014 - Present
Wells Fargo Home Mortgage July 2012 - November 2014
Wells Fargo Advisors January 2012 - May 2012
Minneapolis Financial Group June 2011 - December 2011
UBS June 2010 - August 2010
Holiday Inn Express June 2008 - August 2010
Skills
Vocal Performance, Customer Service, Microsoft Word, Outlook, Life Insurance, Organization
Education
Gustavus Adolphus College 2007 — 2011
Bachelor of Arts, International Management
Hill-Murray School 2003 — 2007
Wells Fargo Home Mortgage November 2014 - Present
Wells Fargo Home Mortgage July 2012 - November 2014
Wells Fargo Advisors January 2012 - May 2012
Minneapolis Financial Group June 2011 - December 2011
UBS June 2010 - August 2010
Holiday Inn Express June 2008 - August 2010
Skills
Vocal Performance, Customer Service, Microsoft Word, Outlook, Life Insurance, Organization
Education
Gustavus Adolphus College 2007 — 2011
Bachelor of Arts, International Management
Hill-Murray School 2003 — 2007
Phil Ochs Phil Ochs's UBS Experience July 2004 - Present
Job Sr. Vice President Wealth Management at Summit Wealth Consulting Group at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS July 2004 - Present
Provident Bank 1994 - 2004
Skills
Wealth Management, Financial Analysis, Finance, Banking, Credit, Risk Management, Portfolio Management, Retirement Planning, Investment Advisory, Asset Allocation, Asset Management, Financial Planning
Education
Hanover College 1983 — 1987
Economics, Sociology
UBS July 2004 - Present
Provident Bank 1994 - 2004
Skills
Wealth Management, Financial Analysis, Finance, Banking, Credit, Risk Management, Portfolio Management, Retirement Planning, Investment Advisory, Asset Allocation, Asset Management, Financial Planning
Education
Hanover College 1983 — 1987
Economics, Sociology
Richard VandenBrul,APM,CIMC Richard VandenBrul,APM,CIMC's UBS Experience December 2006 - April 2009
Job Industry Arbitrator at Financial Industry Regulatory Authority
Industry Human Resources
Experience
Richard C VandenBrul Inc November 2009 - Present
Richard C. VandenBrul April 2009 - Present
Financial Industry Regulatory Authority July 2002 - Present
Foresters Equity Services, Inc. October 2010 - June 2012
UBS December 2006 - April 2009
CUNA Mutual Group December 1996 - December 2006
401(k) Advisors January 1992 - December 2002
EFI Actuaries September 1995 - September 1996
ICMA-RC December 1992 - September 1995
Harbor Capital Advisors January 1990 - December 1992
Skills
Sales Management, Innovation, Product Development, 401k, Retirement, Annuities, Insurance, Pensions, Equities, Defined Benefit, Asset Allocation, Retirement Planning, Investments, Wealth Management, Employee Benefits, Mutual Funds, Investment Advisory, Financial Planning, Asset Management, Estate Planning, Securities, Portfolio Management, Funding, Series 7, Due Diligence, Risk Management, Compliance, Fixed Income, Series 63, Loans, Credit, Banking, Executive Management, Bonds, Long Term Care, ERISA, Deferred Compensation, Annuity, Alternative Investments, Financial Advisory, IRA's, Investment Strategies, Term Life Insurance, Retirement Income..., Rainmaker, Credit Unions, Fixed Annuities, Long-term Care, Finance, Business Planning
Education
Golden Gate University, School of Law 1969 — 1971
J.D., Law
Saint John's University School of Law 1967 — 1968
Law
Miami University 1964 — 1967
B.A., History/Economics
Richard C VandenBrul Inc November 2009 - Present
Richard C. VandenBrul April 2009 - Present
Financial Industry Regulatory Authority July 2002 - Present
Foresters Equity Services, Inc. October 2010 - June 2012
UBS December 2006 - April 2009
CUNA Mutual Group December 1996 - December 2006
401(k) Advisors January 1992 - December 2002
EFI Actuaries September 1995 - September 1996
ICMA-RC December 1992 - September 1995
Harbor Capital Advisors January 1990 - December 1992
Skills
Sales Management, Innovation, Product Development, 401k, Retirement, Annuities, Insurance, Pensions, Equities, Defined Benefit, Asset Allocation, Retirement Planning, Investments, Wealth Management, Employee Benefits, Mutual Funds, Investment Advisory, Financial Planning, Asset Management, Estate Planning, Securities, Portfolio Management, Funding, Series 7, Due Diligence, Risk Management, Compliance, Fixed Income, Series 63, Loans, Credit, Banking, Executive Management, Bonds, Long Term Care, ERISA, Deferred Compensation, Annuity, Alternative Investments, Financial Advisory, IRA's, Investment Strategies, Term Life Insurance, Retirement Income..., Rainmaker, Credit Unions, Fixed Annuities, Long-term Care, Finance, Business Planning
Education
Golden Gate University, School of Law 1969 — 1971
J.D., Law
Saint John's University School of Law 1967 — 1968
Law
Miami University 1964 — 1967
B.A., History/Economics
Andrew Conrad's UBS Experience May 2009 - May 2010
Job Corporate Lease Analyst and Accountant at American Tower
Industry Financial Services
Experience
American Tower June 2015 - Present
F-Squared Investments January 2014 - March 2015
McGladrey April 2012 - January 2014
McGladrey November 2010 - March 2012
UBS May 2009 - May 2010
Education
Saint Michael's College 2006 — 2010
Accounting
Griffith University 2008 — 2008
American Tower June 2015 - Present
F-Squared Investments January 2014 - March 2015
McGladrey April 2012 - January 2014
McGladrey November 2010 - March 2012
UBS May 2009 - May 2010
Education
Saint Michael's College 2006 — 2010
Accounting
Griffith University 2008 — 2008
Peter Appel Peter Appel's UBS Experience October 2010 - April 2013
Job Recruiting at AQR Capital Management
Industry Staffing and Recruiting
Experience
AQR Capital Management April 2013 - Present
UBS October 2010 - April 2013
JP Morgan January 2010 - October 2010
Credit Suisse - AMS February 2007 - September 2009
InfoTech Solutions February 2004 - February 2007
Skills
numchucks, bo staff, Electronic Trading, Recruiting, Financial Risk, Technical Recruiting, Executive Search, Talent Acquisition, Financial Markets, Risk Management, Hedge Funds
Education
Gettysburg College 1999 — 2003
BA, Political Science
Trinity Pawling 1997 — 1999
AQR Capital Management April 2013 - Present
UBS October 2010 - April 2013
JP Morgan January 2010 - October 2010
Credit Suisse - AMS February 2007 - September 2009
InfoTech Solutions February 2004 - February 2007
Skills
numchucks, bo staff, Electronic Trading, Recruiting, Financial Risk, Technical Recruiting, Executive Search, Talent Acquisition, Financial Markets, Risk Management, Hedge Funds
Education
Gettysburg College 1999 — 2003
BA, Political Science
Trinity Pawling 1997 — 1999
Ty'Yanna Spates's UBS Experience March 2014 - March 2014
Job
Industry Computer Networking
Experience
Morgan Stanley May 2014 - May 2014
UBS March 2014 - March 2014
US Navy November 2009 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Maintenance & Repair
Education
Porter and Chester Institute 2013 — 2014
Computer & Networking Technology
Grantham University 2013 — 2013
Business Management & Marketing
Morgan Stanley May 2014 - May 2014
UBS March 2014 - March 2014
US Navy November 2009 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Maintenance & Repair
Education
Porter and Chester Institute 2013 — 2014
Computer & Networking Technology
Grantham University 2013 — 2013
Business Management & Marketing
Annie Phillips's UBS Experience June 2011 - August 2011
Job Business Management Graduate
Industry Marketing and Advertising
Experience
Caribou Coffee December 2014 - Present
Gustavus Adolphus College September 2010 - August 2015
Thrivent Financial for Lutherans May 2013 - August 2013
Animal Humane Society May 2012 - August 2012
UBS June 2011 - August 2011
Skills
Leadership, Teamwork, Microsoft Office, Social Media, Customer Service, Research, Strategic Communications, Management, PowerPoint, Microsoft Word, Facebook, Social Networking
Education
Gustavus Adolphus College 2010 — 2015
Bachelor of Arts (B.A.), Business Management, Graduate
Danish Institute for Study Abroad (DIS) 2013 — 2013
Spring Semester, Strategic Communication and Media Studies
Minnetonka High School 2006 — 2010
Diploma
Caribou Coffee December 2014 - Present
Gustavus Adolphus College September 2010 - August 2015
Thrivent Financial for Lutherans May 2013 - August 2013
Animal Humane Society May 2012 - August 2012
UBS June 2011 - August 2011
Skills
Leadership, Teamwork, Microsoft Office, Social Media, Customer Service, Research, Strategic Communications, Management, PowerPoint, Microsoft Word, Facebook, Social Networking
Education
Gustavus Adolphus College 2010 — 2015
Bachelor of Arts (B.A.), Business Management, Graduate
Danish Institute for Study Abroad (DIS) 2013 — 2013
Spring Semester, Strategic Communication and Media Studies
Minnetonka High School 2006 — 2010
Diploma
Sonali Clinton Sonali Clinton's UBS Experience August 2011 - March 2012
Job Banking Professional
Industry Banking
Experience
Morgan Stanley February 2013 - Present
UBS August 2011 - March 2012
BORDER INVESTMENTS March 2010 - June 2010
UFJ TRUST & BANKING CORPORATION February 2007 - January 2009
Morgan Stanley January 2006 - November 2006
Bank of America May 2005 - December 2005
Skills
Equities, Account Reconciliation, Fixed Income, Settlement, Securities
Education
Hampton University 2000 — 2004
Bachelor of Science, Psychology
Morgan Stanley February 2013 - Present
UBS August 2011 - March 2012
BORDER INVESTMENTS March 2010 - June 2010
UFJ TRUST & BANKING CORPORATION February 2007 - January 2009
Morgan Stanley January 2006 - November 2006
Bank of America May 2005 - December 2005
Skills
Equities, Account Reconciliation, Fixed Income, Settlement, Securities
Education
Hampton University 2000 — 2004
Bachelor of Science, Psychology
Vaughan Scott Vaughan Scott's UBS Experience January 1999 - April 2003
Job Senior Vice President Investment Officer
Industry Financial Services
Experience
Axiom Financial Strategies Group of Wells Fargo Advisors, LLC March 2009 - Present
Smith Barney April 2003 - March 2009
UBS January 1999 - April 2003
Skills
Financial Services, Strategic Planning, Insurance, Risk Management, Retirement Planning, Asset Allocation, Investment Strategies, Retirement Plan..., Wealth Preservation..., Financial Advisory, Business Owner Planning, Business Succession..., Retirment Planning
Education
Graduate Institute of International and Development Studies 2013 — 2014
Executive Certificate in International Economic Relations
Thunderbird School of Global Management 2011 — 2013
Master of Business Administration (MBA), Global Management - Europe
Indiana University Bloomington 1991 — 1993
B. A., English
Wabash College 1989 — 1991
Axiom Financial Strategies Group of Wells Fargo Advisors, LLC March 2009 - Present
Smith Barney April 2003 - March 2009
UBS January 1999 - April 2003
Skills
Financial Services, Strategic Planning, Insurance, Risk Management, Retirement Planning, Asset Allocation, Investment Strategies, Retirement Plan..., Wealth Preservation..., Financial Advisory, Business Owner Planning, Business Succession..., Retirment Planning
Education
Graduate Institute of International and Development Studies 2013 — 2014
Executive Certificate in International Economic Relations
Thunderbird School of Global Management 2011 — 2013
Master of Business Administration (MBA), Global Management - Europe
Indiana University Bloomington 1991 — 1993
B. A., English
Wabash College 1989 — 1991
Andrew Gillman's UBS Experience June 2007 - August 2007
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors May 2011 - Present
AXA Equitable January 2010 - May 2011
AXA Equitable June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Retirement Planning, Wealth Management, Life and Health License..., Financial Services, Finance, Investments, Mutual Funds, Insurance, Securities, Series 7, Risk Management, Fixed Annuities, Financial Analysis, Strategy
Education
Gettysburg College
B.A., Management
AXA Advisors May 2011 - Present
AXA Equitable January 2010 - May 2011
AXA Equitable June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Retirement Planning, Wealth Management, Life and Health License..., Financial Services, Finance, Investments, Mutual Funds, Insurance, Securities, Series 7, Risk Management, Fixed Annuities, Financial Analysis, Strategy
Education
Gettysburg College
B.A., Management
Eso Unusan's UBS Experience July 2008 - October 2013
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
UBS July 2008 - October 2013
Katonah Scott's Cove Management LLC January 2008 - June 2008
Scott's Cove Management LLC April 2003 - December 2005
UBS July 2003 - March 2005
Deutsche Bank November 2000 - July 2003
Skills
Hedge Funds, Prime Brokerage, Project Delivery, Middle Office, Back Office, Equities, Securities Lending, FX, CFD, Equity Swaps, Fixed Income, Options, Futures, Bonds, Series 7, Financial Services, Mutual Funds
Education
Hamilton College 1996 — 2000
BA, Economics, English
The Pingry School 1990 — 1996
Morgan Stanley October 2013 - Present
UBS July 2008 - October 2013
Katonah Scott's Cove Management LLC January 2008 - June 2008
Scott's Cove Management LLC April 2003 - December 2005
UBS July 2003 - March 2005
Deutsche Bank November 2000 - July 2003
Skills
Hedge Funds, Prime Brokerage, Project Delivery, Middle Office, Back Office, Equities, Securities Lending, FX, CFD, Equity Swaps, Fixed Income, Options, Futures, Bonds, Series 7, Financial Services, Mutual Funds
Education
Hamilton College 1996 — 2000
BA, Economics, English
The Pingry School 1990 — 1996
Rick Potocki's UBS Experience May 2007 - June 2012
Job VP of Cloud Services
Industry Financial Services
Experience
Oracle January 2014 - Present
BigMachines May 2012 - December 2013
UBS May 2007 - June 2012
Erie Insurance November 2001 - May 2007
Dantis, Inc. August 2000 - June 2001
IBM - Global Services June 1999 - August 2000
Motorola March 1995 - June 1999
Skills
Vendor Management, Enterprise Architecture, Business Analysis, Insurance, Technical Architecture, IT Strategy, Agile Methodologies, Technical Leadership, Requirements Analysis, Executive Management, Product Management, PMP, Process Improvement, Websphere, Program Management, SDLC, IT Operations, Data Center, Cloud Computing, Enterprise Software, SaaS
Education
Governors State University 1987 — 1991
MS, Computer Engineering
Governors State University 1987 — 1989
BS, Health Science - Medical Technology
Oracle January 2014 - Present
BigMachines May 2012 - December 2013
UBS May 2007 - June 2012
Erie Insurance November 2001 - May 2007
Dantis, Inc. August 2000 - June 2001
IBM - Global Services June 1999 - August 2000
Motorola March 1995 - June 1999
Skills
Vendor Management, Enterprise Architecture, Business Analysis, Insurance, Technical Architecture, IT Strategy, Agile Methodologies, Technical Leadership, Requirements Analysis, Executive Management, Product Management, PMP, Process Improvement, Websphere, Program Management, SDLC, IT Operations, Data Center, Cloud Computing, Enterprise Software, SaaS
Education
Governors State University 1987 — 1991
MS, Computer Engineering
Governors State University 1987 — 1989
BS, Health Science - Medical Technology
Arnold Schoenberg's UBS Experience January 1999 - July 1999
Job Analyst at State of Georgia
Industry Information Technology and Services
Experience
State of Georgia August 2007 - Present
Inovis August 1999 - July 2003
Harbinger August 1999 - July 2003
SEMA November 1996 - December 1999
BellSouth January 1999 - July 1999
UBS January 1999 - July 1999
Schlumberger November 1996 - December 1998
Verizon April 1996 - November 1996
GTE April 1996 - November 1996
GTE mobility 1996 - 1996
Skills
Perl, Business Analysis, Unix
Education
Georgia State University - J. Mack Robinson College of Business 1978 — 1981
MCIS, Information Systems, management
Tulane University 1974 — 1977
BA, Psychology
State of Georgia August 2007 - Present
Inovis August 1999 - July 2003
Harbinger August 1999 - July 2003
SEMA November 1996 - December 1999
BellSouth January 1999 - July 1999
UBS January 1999 - July 1999
Schlumberger November 1996 - December 1998
Verizon April 1996 - November 1996
GTE April 1996 - November 1996
GTE mobility 1996 - 1996
Skills
Perl, Business Analysis, Unix
Education
Georgia State University - J. Mack Robinson College of Business 1978 — 1981
MCIS, Information Systems, management
Tulane University 1974 — 1977
BA, Psychology
Lawrence Joshua Nagel, CIMA's UBS Experience 1999 - 2001
Job Private Wealth Manager, Merrill Lynch Private Banking & Investment Group
Industry Investment Management
Experience
Merrill Lynch Private Banking & Investment Group February 2015 - Present
Merrill Lynch 2001 - January 2015
Banc of America Investment Services, Inc. 2001 - 2009
UBS 1999 - 2001
Skills
Series 7, Wealth Management, Investments, Alternative Investments, Asset Management, Equities, Series 63, Portfolio Management, Securities, Fixed Income, Mutual Funds, Retirement Planning
Education
Hamilton College 1993 — 1997
BA, English
Ethical Culture Fieldston School 1981 — 1993
Merrill Lynch Private Banking & Investment Group February 2015 - Present
Merrill Lynch 2001 - January 2015
Banc of America Investment Services, Inc. 2001 - 2009
UBS 1999 - 2001
Skills
Series 7, Wealth Management, Investments, Alternative Investments, Asset Management, Equities, Series 63, Portfolio Management, Securities, Fixed Income, Mutual Funds, Retirement Planning
Education
Hamilton College 1993 — 1997
BA, English
Ethical Culture Fieldston School 1981 — 1993
Craig Diehl's UBS Experience 2005 - 2008
Job Vanguard
Industry Financial Services
Experience
Vanguard November 2011 - Present
Wells Fargo Advisors, LLC 2008 - 2010
UBS 2005 - 2008
Skills
Series 7 and 66
Education
Gettysburg College 1991 — 1995
BA
Vanguard November 2011 - Present
Wells Fargo Advisors, LLC 2008 - 2010
UBS 2005 - 2008
Skills
Series 7 and 66
Education
Gettysburg College 1991 — 1995
BA
Erin Rowin's UBS Experience June 2014 - Present
Job Director, Employee Relations Specialist at UBS
Industry Law Practice
Experience
UBS June 2014 - Present
McElroy, Deutsch, Mulvaney & Carpenter, LLP October 2008 - June 2014
Lubiner & Schmidt, LLC August 2005 - October 2008
Skills
Arbitration, Discrimination, Litigation, Corporate Law, Courts, Class Actions, Employment Law
Education
Pace University School of Law 2002 — 2005
JD
Gettysburg College 1998 — 2002
BA
Immaculate Heart Academy 1994 — 1998
H.S. Diploma
UBS June 2014 - Present
McElroy, Deutsch, Mulvaney & Carpenter, LLP October 2008 - June 2014
Lubiner & Schmidt, LLC August 2005 - October 2008
Skills
Arbitration, Discrimination, Litigation, Corporate Law, Courts, Class Actions, Employment Law
Education
Pace University School of Law 2002 — 2005
JD
Gettysburg College 1998 — 2002
BA
Immaculate Heart Academy 1994 — 1998
H.S. Diploma
Rosanna McCrear's UBS Experience September 2007 - December 2012
Job Online Sr. Analyst, Global eCommerce at Toys R Us
Industry Financial Services
Experience
Toys R Us July 2014 - Present
Toys R Us December 2012 - Present
UBS September 2007 - December 2012
CGI-AMS April 2006 - September 2007
Computershare April 2002 - March 2006
Mellon Investor Services 1999 - 2004
Education
Seton Hall University 2002 — 2006
M.S., International Business
Georgia Institute of Technology 1989 — 1994
BS, Business Management
Brooklyn Technical High School
Toys R Us July 2014 - Present
Toys R Us December 2012 - Present
UBS September 2007 - December 2012
CGI-AMS April 2006 - September 2007
Computershare April 2002 - March 2006
Mellon Investor Services 1999 - 2004
Education
Seton Hall University 2002 — 2006
M.S., International Business
Georgia Institute of Technology 1989 — 1994
BS, Business Management
Brooklyn Technical High School
Jack McHugh's UBS Experience January 2003 - November 2004
Job Praetorian Advisors
Industry Financial Services
Experience
Praetorian Advisors June 2005 - Present
UBS January 2003 - November 2004
Prudential Securities 2000 - 2003
Salomon Smith Barney 1990 - 2000
Drexel Burnham Lambert 1986 - 1990
Skills
Options, Equities, Alternative Investments, Hedge Funds, Asset Managment, Securities, Private Equity, Investments, Capital Markets, Investment Strategies, Investment Management, Wealth Management, Portfolio Management, Asset Allocation, Fixed Income, Derivatives, Asset Management, Investment Banking, Trading, Venture Capital, Financial Advisory, Finance, Equity Derivatives, Commodity, Bonds, Investment Advisory, Mutual Funds, Series 63, Series 7, Emerging Markets, Financial Structuring, Structured Products, Valuation, Equity Research, Financial Markets, Financial Services, Structured Finance, Bloomberg, FINRA, ETFs, Trading Systems, Private Placements, Investor Relations, Capital, Funding, Electronic Trading, FX Options, Financial Modeling
Education
Hamilton College 1980 — 1984
B.A., Public Policy
Sears School & New Trier High School
Praetorian Advisors June 2005 - Present
UBS January 2003 - November 2004
Prudential Securities 2000 - 2003
Salomon Smith Barney 1990 - 2000
Drexel Burnham Lambert 1986 - 1990
Skills
Options, Equities, Alternative Investments, Hedge Funds, Asset Managment, Securities, Private Equity, Investments, Capital Markets, Investment Strategies, Investment Management, Wealth Management, Portfolio Management, Asset Allocation, Fixed Income, Derivatives, Asset Management, Investment Banking, Trading, Venture Capital, Financial Advisory, Finance, Equity Derivatives, Commodity, Bonds, Investment Advisory, Mutual Funds, Series 63, Series 7, Emerging Markets, Financial Structuring, Structured Products, Valuation, Equity Research, Financial Markets, Financial Services, Structured Finance, Bloomberg, FINRA, ETFs, Trading Systems, Private Placements, Investor Relations, Capital, Funding, Electronic Trading, FX Options, Financial Modeling
Education
Hamilton College 1980 — 1984
B.A., Public Policy
Sears School & New Trier High School
Craig Allan's UBS Experience May 1992 - August 1993
Job Project Manager Operations Change Management
Industry Financial Services
Experience
Royal Bank of Scotland May 2009 - Present
JPMorgan Chase March 2005 - November 2009
Fidelity Investments September 1993 - April 1994
UBS May 1992 - August 1993
Moore Paragon March 1992 - May 1992
Lloyds TSB Bank plc January 1991 - September 1991
Bell Lawrie White & Co January 1990 - September 1990
Hill Samuel Investment Management February 1989 - December 1989
Clarke & Tilley Limited (now DST International) October 1986 - February 1989
IBM July 1984 - July 1985
Skills
Derivatives, SDLC, Requirements Analysis, Interest Rate..., Fixed Income, Investment Banking, Credit Derivatives, Business Process..., FX Options, Business Analysis, Risk Management, User Acceptance Testing, Financial Risk, Relationship Management, SQL, Business Requirements, Trading Systems, Rates, Project Management, IT Strategy, Change Management, Middle Office, Visio, Business Process..., Agile Methodologies, Program Management, Portfolio Management, Equity Derivatives, Software Project..., Stakeholder Management, Prime Brokerage, Requirements Gathering, IBM iSeries, PMO, Project Portfolio..., Reference Data, Sybase, RPG, Back Office, Project Delivery, Market Data, Swaps, Banking, Valuation, Vendor Management, Integration, RAD, Process Improvement, MS Project, AS400 system
Education
Glasgow Caledonian University 1982 — 1986
Bachelor of Science, Computer Information Systems
Royal Bank of Scotland May 2009 - Present
JPMorgan Chase March 2005 - November 2009
Fidelity Investments September 1993 - April 1994
UBS May 1992 - August 1993
Moore Paragon March 1992 - May 1992
Lloyds TSB Bank plc January 1991 - September 1991
Bell Lawrie White & Co January 1990 - September 1990
Hill Samuel Investment Management February 1989 - December 1989
Clarke & Tilley Limited (now DST International) October 1986 - February 1989
IBM July 1984 - July 1985
Skills
Derivatives, SDLC, Requirements Analysis, Interest Rate..., Fixed Income, Investment Banking, Credit Derivatives, Business Process..., FX Options, Business Analysis, Risk Management, User Acceptance Testing, Financial Risk, Relationship Management, SQL, Business Requirements, Trading Systems, Rates, Project Management, IT Strategy, Change Management, Middle Office, Visio, Business Process..., Agile Methodologies, Program Management, Portfolio Management, Equity Derivatives, Software Project..., Stakeholder Management, Prime Brokerage, Requirements Gathering, IBM iSeries, PMO, Project Portfolio..., Reference Data, Sybase, RPG, Back Office, Project Delivery, Market Data, Swaps, Banking, Valuation, Vendor Management, Integration, RAD, Process Improvement, MS Project, AS400 system
Education
Glasgow Caledonian University 1982 — 1986
Bachelor of Science, Computer Information Systems
Dave Pamedis's UBS Experience October 2010 - April 2012
Job Infrastructure Service Lead at UBS Global Asset Management
Industry Investment Banking
Experience
UBS Global Asset Management April 2012 - Present
UBS October 2010 - April 2012
UBS October 2006 - October 2010
UBS Investment Bank 2002 - October 2006
UBS 1998 - 2002
Skills
NetApp, Solaris, Data Center, Storage Area Networks, Disaster Recovery, Cloud Computing, NAS, Storage
Education
Governors State University 1993 — 1996
BA, Business Administration Management Information Systems
Southern Illinois University, Carbondale 1991 — 1993
Business Administration and Management, General
UBS Global Asset Management April 2012 - Present
UBS October 2010 - April 2012
UBS October 2006 - October 2010
UBS Investment Bank 2002 - October 2006
UBS 1998 - 2002
Skills
NetApp, Solaris, Data Center, Storage Area Networks, Disaster Recovery, Cloud Computing, NAS, Storage
Education
Governors State University 1993 — 1996
BA, Business Administration Management Information Systems
Southern Illinois University, Carbondale 1991 — 1993
Business Administration and Management, General
Tom Gillespie's UBS Experience April 2015 - Present
Job at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS April 2015 - Present
UBS May 2012 - April 2015
UBS June 2010 - May 2012
Education
Hamilton College 2005 — 2009
UBS April 2015 - Present
UBS May 2012 - April 2015
UBS June 2010 - May 2012
Education
Hamilton College 2005 — 2009
Harris Gignilliat, CIMA®, CRPS®'s UBS Experience 2000 - Present
Job Senior Vice President and Institutional Consultant with UBS Institutional Consulting Group
Industry Financial Services
Experience
UBS Institutional Consulting Group December 2013 - Present
Medical College of Georgia at Georgia Regents University June 2009 - Present
UBS Financial Services, Inc. January 2009 - Present
UBS 2000 - Present
E*TRADE Financial July 1999 - March 2000
Education
The University of Georgia 1997 — 1999
University of Pennsylvania - The Wharton School 2013 — 2013
Certified Investment Management Analyst
Hampden-Sydney College 1995 — 1997
Liberal Arts
North Hall High School
UBS Institutional Consulting Group December 2013 - Present
Medical College of Georgia at Georgia Regents University June 2009 - Present
UBS Financial Services, Inc. January 2009 - Present
UBS 2000 - Present
E*TRADE Financial July 1999 - March 2000
Education
The University of Georgia 1997 — 1999
University of Pennsylvania - The Wharton School 2013 — 2013
Certified Investment Management Analyst
Hampden-Sydney College 1995 — 1997
Liberal Arts
North Hall High School
Perrin Arturi's UBS Experience December 2008 - May 2011
Job
Industry Financial Services
Experience
Graham Capital June 2013 - Present
Gleacher and Co May 2012 - May 2013
RBS Greenwich Capital May 2011 - May 2012
UBS December 2008 - May 2011
Bear Stearns February 1988 - December 2007
Skills
ABS, Hedge Funds, Capital Markets, Equities, Structured Products, Derivatives, Investment Banking, Alternative Investments, CDO, Asset Managment, Bloomberg, CMBS, Structured Finance, Credit Derivatives, Securities, Mezzanine, Mortgage Lending, Back Office, Hedging, Securitization, Asset Management, Portfolio Management
Education
Hamilton College 1978 — 1982
Bachelor's degree, Economics
Hamilton College 1977 — 1981
Bachelor of Arts (B.A.), Economics
Brunswick school
Graham Capital June 2013 - Present
Gleacher and Co May 2012 - May 2013
RBS Greenwich Capital May 2011 - May 2012
UBS December 2008 - May 2011
Bear Stearns February 1988 - December 2007
Skills
ABS, Hedge Funds, Capital Markets, Equities, Structured Products, Derivatives, Investment Banking, Alternative Investments, CDO, Asset Managment, Bloomberg, CMBS, Structured Finance, Credit Derivatives, Securities, Mezzanine, Mortgage Lending, Back Office, Hedging, Securitization, Asset Management, Portfolio Management
Education
Hamilton College 1978 — 1982
Bachelor's degree, Economics
Hamilton College 1977 — 1981
Bachelor of Arts (B.A.), Economics
Brunswick school
Merrill Collins's UBS Experience December 2008 - Present
Job Chief of Staff Legal & Compliance IT at UBS
Industry Information Technology and Services
Experience
UBS December 2008 - Present
UBS 2008 - Present
UBS Investment Bank August 2007 - Present
Education
Goucher College 1981 — 1985
UBS December 2008 - Present
UBS 2008 - Present
UBS Investment Bank August 2007 - Present
Education
Goucher College 1981 — 1985
Sobha Idupuganti's UBS Experience March 1999 - Present
Job IT Regulatory Program Manager at GE Capital
Industry Investment Banking
Experience
GE Capital March 2013 - Present
UBS March 1999 - Present
Warnaco April 1998 - February 1999
Skills
Investment Banking, Vendor Management, Trading Systems, Fixed Income, Market Data, Unix, Software Project..., Offshore Resource..., Senior Stakeholder..., Software Development, Leading Development..., Budget Reconciliation, Reference Data, Data Warehousing, SAP BW, ETL Tools, Program Management, Project Delivery, Project Planning, Project Management, Agile Project Management, SDLC, Capital Markets, Business Analysis, Team Leadership, Project Governance, SharePoint, Requirements Analysis, Enterprise Architecture, PMP, IT Strategy, PMO, Leadership, Offshoring, Management, Testing
Education
Govind Ballabh Pant Krishi Evam Praudyogik Vishwavidyalaya
GE Capital March 2013 - Present
UBS March 1999 - Present
Warnaco April 1998 - February 1999
Skills
Investment Banking, Vendor Management, Trading Systems, Fixed Income, Market Data, Unix, Software Project..., Offshore Resource..., Senior Stakeholder..., Software Development, Leading Development..., Budget Reconciliation, Reference Data, Data Warehousing, SAP BW, ETL Tools, Program Management, Project Delivery, Project Planning, Project Management, Agile Project Management, SDLC, Capital Markets, Business Analysis, Team Leadership, Project Governance, SharePoint, Requirements Analysis, Enterprise Architecture, PMP, IT Strategy, PMO, Leadership, Offshoring, Management, Testing
Education
Govind Ballabh Pant Krishi Evam Praudyogik Vishwavidyalaya
Curtis Harding's UBS Experience March 2006 - December 2007
Job Associate Editor at Bauer Publishing
Industry Publishing
Experience
Bauer Publishing February 2014 - Present
Bauer Publishing October 2008 - February 2014
UBS March 2006 - December 2007
UBS July 2005 - March 2006
DNB First December 2000 - January 2003
Skills
Editorial, Publishing, Writing, Editing, Journalism, Proofreading, Press Releases
Education
Gettysburg College 2000 — 2004
BA, English
Bauer Publishing February 2014 - Present
Bauer Publishing October 2008 - February 2014
UBS March 2006 - December 2007
UBS July 2005 - March 2006
DNB First December 2000 - January 2003
Skills
Editorial, Publishing, Writing, Editing, Journalism, Proofreading, Press Releases
Education
Gettysburg College 2000 — 2004
BA, English
Andrew Larsen's UBS Experience January 2013 - May 2015
Job CFO at Ace & Everett
Industry Retail
Experience
Ace & Everett July 2015 - Present
UBS January 2013 - May 2015
Merrill Lynch January 2012 - December 2012
Merrill Lynch July 2008 - December 2011
Merrill Lynch May 2006 - June 2008
Skills
Bloomberg, Excel, PowerPoint, Lacrosse, Intermediate Spanish, SharePoint, Salesforce.com, Data Analysis, Alternative Investments, Hedge Funds, Valuation, Financial Modeling
Education
Gettysburg College 2004 — 2008
BA, Economics
The Lawrenceville School 2001 — 2004
Princeton Day School 1997 — 2001
Ace & Everett July 2015 - Present
UBS January 2013 - May 2015
Merrill Lynch January 2012 - December 2012
Merrill Lynch July 2008 - December 2011
Merrill Lynch May 2006 - June 2008
Skills
Bloomberg, Excel, PowerPoint, Lacrosse, Intermediate Spanish, SharePoint, Salesforce.com, Data Analysis, Alternative Investments, Hedge Funds, Valuation, Financial Modeling
Education
Gettysburg College 2004 — 2008
BA, Economics
The Lawrenceville School 2001 — 2004
Princeton Day School 1997 — 2001
Paul Schumacher's UBS Experience October 2004 - January 2007
Job Conflicts Analyst at Greenberg Traurig, LLP
Industry Law Practice
Experience
Greenberg Traurig, LLP May 2015 - Present
Assisted Choice April 2013 - July 2014
The Honorable John Goger September 2013 - December 2013
Georgia State University - College of Law March 2012 - December 2013
The Justice Center of Atlanta October 2008 - October 2009
Soloflight Design Studio August 2007 - 2009
UBS October 2004 - January 2007
UBS October 2002 - October 2004
Skills
Customer Relations, Budgeting, Investments, Creative Development, Microsoft Office, Writing, Production, Editing, Word, Excel, Customer Service, Social Media, Problem Solving, Spanish, Social Media Marketing, Account Management, Mac, Scheduling, Outlook, Negotiation, Portfolio Management, Entertainment
Education
Georgia State University College of Law 2010 — 2013
JD
University of California, Los Angeles 1997 — 2001
BA, Communications
Georgia State University
Master's Degree, Communications
Greenberg Traurig, LLP May 2015 - Present
Assisted Choice April 2013 - July 2014
The Honorable John Goger September 2013 - December 2013
Georgia State University - College of Law March 2012 - December 2013
The Justice Center of Atlanta October 2008 - October 2009
Soloflight Design Studio August 2007 - 2009
UBS October 2004 - January 2007
UBS October 2002 - October 2004
Skills
Customer Relations, Budgeting, Investments, Creative Development, Microsoft Office, Writing, Production, Editing, Word, Excel, Customer Service, Social Media, Problem Solving, Spanish, Social Media Marketing, Account Management, Mac, Scheduling, Outlook, Negotiation, Portfolio Management, Entertainment
Education
Georgia State University College of Law 2010 — 2013
JD
University of California, Los Angeles 1997 — 2001
BA, Communications
Georgia State University
Master's Degree, Communications
Paula Zoccali's UBS Experience January 1998 - December 2007
Job Financial Services Professional
Industry Financial Services
Experience
UBS January 1998 - December 2007
UBS 1998 - 2007
UBS Investment Bank 1998 - 2007
Skills
Fixed Income, Microsoft Office, Customer Service, Bloomberg, Microsoft Excel
Education
Gibbs College 1993 — 1995
Executive Assistant Program
UBS January 1998 - December 2007
UBS 1998 - 2007
UBS Investment Bank 1998 - 2007
Skills
Fixed Income, Microsoft Office, Customer Service, Bloomberg, Microsoft Excel
Education
Gibbs College 1993 — 1995
Executive Assistant Program
Robert Toste's UBS Experience May 2007 - August 2007
Job Associate at CS Technology
Industry Information Technology and Services
Experience
CS Technology July 2008 - Present
UBS May 2007 - August 2007
Education
Hamilton College 2004 — 2008
Bachelor of Arts, Government, Communication
CS Technology July 2008 - Present
UBS May 2007 - August 2007
Education
Hamilton College 2004 — 2008
Bachelor of Arts, Government, Communication
David Esser's UBS Experience July 2004 - November 2007
Job Private Banking Wealth Management Executive
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
Wells Fargo Private Bank February 2008 - September 2013
UBS July 2004 - November 2007
Smith Barney 2000 - 2004
Bank of San Francisco April 1991 - January 2001
Wells Fargo December 1987 - April 1997
Skills
Lead Private Banking..., Diverse high net worth..., Experienced HNW lender..., Wealth Management, Private Banking, Investments, Credit, Financial Services, High Net Worth..., Real Estate, Management, Series 7, Alternative Investments, Wealth Management..., Asset Managment, HNW, Commercial Banking, Asset Management, Multicultural, Program Management, Family Office, Program Development, Professional..., Human Resources, Treasury Management, Structured Finance, Executive Management, Derivatives, Financial Structuring, Banking, Strategic Financial..., Mergers, Securities, Loans, Strategy, Financial Advisory, CRM, Start-ups, Commercial Lending, Private Equity, Mortgage Lending, Relationship Management, Credit Risk, Trading, Mutual Funds, Equities, Asset Allocation, Investment Management, Series 63, Fixed Income
Education
Golden Gate University 1996 — 1998
M.S., Finance
University of Idaho 1980 — 1985
B.S., Applied Economics. Political Science
BNY Mellon August 2013 - Present
Wells Fargo Private Bank February 2008 - September 2013
UBS July 2004 - November 2007
Smith Barney 2000 - 2004
Bank of San Francisco April 1991 - January 2001
Wells Fargo December 1987 - April 1997
Skills
Lead Private Banking..., Diverse high net worth..., Experienced HNW lender..., Wealth Management, Private Banking, Investments, Credit, Financial Services, High Net Worth..., Real Estate, Management, Series 7, Alternative Investments, Wealth Management..., Asset Managment, HNW, Commercial Banking, Asset Management, Multicultural, Program Management, Family Office, Program Development, Professional..., Human Resources, Treasury Management, Structured Finance, Executive Management, Derivatives, Financial Structuring, Banking, Strategic Financial..., Mergers, Securities, Loans, Strategy, Financial Advisory, CRM, Start-ups, Commercial Lending, Private Equity, Mortgage Lending, Relationship Management, Credit Risk, Trading, Mutual Funds, Equities, Asset Allocation, Investment Management, Series 63, Fixed Income
Education
Golden Gate University 1996 — 1998
M.S., Finance
University of Idaho 1980 — 1985
B.S., Applied Economics. Political Science
Beth Danese's UBS Experience August 1993 - September 2001
Job Sales Assoc at Kurfiss Sotheby's International Realty
Industry Real Estate
Experience
Kurfiss Sotheby's International Realty September 2005 - Present
UBS August 1993 - September 2001
Skills
New Home Sales, Buyer Representation, Sellers, Residential Homes, First Time Home Buyers, Investors, Relocation, Listings, Real Estate, Short Sales, Single Family Homes, Condos, Investment Properties, Real Property
Education
Gettysburg College
Gettysburg College
University of Delaware
BA, English
Kurfiss Sotheby's International Realty September 2005 - Present
UBS August 1993 - September 2001
Skills
New Home Sales, Buyer Representation, Sellers, Residential Homes, First Time Home Buyers, Investors, Relocation, Listings, Real Estate, Short Sales, Single Family Homes, Condos, Investment Properties, Real Property
Education
Gettysburg College
Gettysburg College
University of Delaware
BA, English
Valerie Morrison's UBS Experience June 2006 - January 2007
Job Marketing Professional
Industry Marketing and Advertising
Experience
Simon Property Group December 2007 - January 2014
UBS June 2006 - January 2007
Convergence Marketing August 2004 - June 2006
U.S. Bank September 2003 - June 2004
UniWorld Group May 2002 - January 2003
Sony Pictures Entertainment January 1998 - May 2002
Skills
Marketing, Event Planning, Advertising, Budgets, Microsoft Excel, Management, Public Relations, Customer Service, Sales, Strategic Planning, Leadership, Project Management, Merchandising, New Business Development
Education
Rutgers, The State University of New Jersey-Newark 2014 — 2016
Master of Business Administration (M.B.A.), Marketing & Strategy
Hampton University 1993 — 1997
Bachelor of Arts, Communications / Advertising
Simon Property Group December 2007 - January 2014
UBS June 2006 - January 2007
Convergence Marketing August 2004 - June 2006
U.S. Bank September 2003 - June 2004
UniWorld Group May 2002 - January 2003
Sony Pictures Entertainment January 1998 - May 2002
Skills
Marketing, Event Planning, Advertising, Budgets, Microsoft Excel, Management, Public Relations, Customer Service, Sales, Strategic Planning, Leadership, Project Management, Merchandising, New Business Development
Education
Rutgers, The State University of New Jersey-Newark 2014 — 2016
Master of Business Administration (M.B.A.), Marketing & Strategy
Hampton University 1993 — 1997
Bachelor of Arts, Communications / Advertising
Peter Levy's UBS Experience August 2006 - August 2010
Job Associate Branch Manager at R.W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. September 2010 - Present
UBS August 2006 - August 2010
Piper Jaffray 1982 - 2006
Education
Hamline University 1974 — 1978
BA, business
Robert W. Baird & Co. September 2010 - Present
UBS August 2006 - August 2010
Piper Jaffray 1982 - 2006
Education
Hamline University 1974 — 1978
BA, business
Jon Frey's UBS Experience 1989 - 2000
Job Dir. Corp Partners Group at Davis Advisors
Industry Financial Services
Experience
Davis Advisors Corporate Partners GroupDavis Selected Advisors2000 - Present
PaineWebber (now UBS) 1989 - 2000
UBS 1989 - 2000
Education
Grinnell College 1971 — 1974
BA, German
Davis Advisors Corporate Partners GroupDavis Selected Advisors2000 - Present
PaineWebber (now UBS) 1989 - 2000
UBS 1989 - 2000
Education
Grinnell College 1971 — 1974
BA, German
Dave Mayo's UBS Experience August 2012 - November 2014
Job Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Securities November 2014 - Present
UBS August 2012 - November 2014
Citigroup May 2006 - August 2012
Skills
Fixed Income, High Yield Bonds, Sovereign Debt, Credit, Municipal Bonds
Education
Georgia Southern University 2002 — 2006
Bachelor of Arts (B.A.), History
Benedictine Military School 1996 — 2000
Deutsche Bank Securities November 2014 - Present
UBS August 2012 - November 2014
Citigroup May 2006 - August 2012
Skills
Fixed Income, High Yield Bonds, Sovereign Debt, Credit, Municipal Bonds
Education
Georgia Southern University 2002 — 2006
Bachelor of Arts (B.A.), History
Benedictine Military School 1996 — 2000
Donna Ferguson's UBS Experience January 2009 - March 2009
Job Financial Services Operations Analyst
Industry Financial Services
Experience
Morgan Stanley August 2013 - December 2013
Guardian Life October 2010 - March 2013
UBS January 2009 - March 2009
Pershing, a BNY Mellon company March 1999 - October 2008
Hudson City Savings Bank December 1982 - February 1999
Skills
Mutual Funds, Management, Analysis, Financial Analysis, Customer Service, Process Improvement, Financial Services, Access, Financial Reporting, Outlook, Finance, Account Reconciliation, Lotus Notes, Back Office, SurPAS, Banking, Equities, Business Analysis, Trading, AWD, MARS, Fixed Income, Microsoft Office
Education
Georgian Court University
MBA, Finance
Georgian Court University
Bachelor of Science (BS), Business Administration
Morgan Stanley August 2013 - December 2013
Guardian Life October 2010 - March 2013
UBS January 2009 - March 2009
Pershing, a BNY Mellon company March 1999 - October 2008
Hudson City Savings Bank December 1982 - February 1999
Skills
Mutual Funds, Management, Analysis, Financial Analysis, Customer Service, Process Improvement, Financial Services, Access, Financial Reporting, Outlook, Finance, Account Reconciliation, Lotus Notes, Back Office, SurPAS, Banking, Equities, Business Analysis, Trading, AWD, MARS, Fixed Income, Microsoft Office
Education
Georgian Court University
MBA, Finance
Georgian Court University
Bachelor of Science (BS), Business Administration
Arnie Alpert's UBS Experience Sr. VPSmith Barney1979 - August 2006
Job SR. VP INVESTMENT MGMT at UBS
Industry Financial Services
Experience
UBS Sr. VPSmith Barney1979 - August 2006
Education
University of Illinois at Urbana-Champaign 1960 — 1962
MBA, Finance
Grinnell College 1954 — 1958
BA, Economics
UBS Sr. VPSmith Barney1979 - August 2006
Education
University of Illinois at Urbana-Champaign 1960 — 1962
MBA, Finance
Grinnell College 1954 — 1958
BA, Economics
Christopher Gelvin's UBS Experience September 2006 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS September 2006 - Present
Accenture August 1996 - September 2006
Skills
Operating Models and..., Strategic Planning, Analytics, PMO, Process Excellence, IT Strategy, Benchmarking
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Finance
Hamilton College 1993 — 1996
BA, Math & Computer Science
UBS September 2006 - Present
Accenture August 1996 - September 2006
Skills
Operating Models and..., Strategic Planning, Analytics, PMO, Process Excellence, IT Strategy, Benchmarking
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Finance
Hamilton College 1993 — 1996
BA, Math & Computer Science
Gerald Schreck's UBS Experience September 2010 - Present
Job Executive Director, Head Advisory & Sales Competency at UBS
Industry Financial Services
Experience
UBS September 2010 - Present
UBS Wealth Management 2005 - 2010
Skills
Change Management, Strategy, Financial Services, Program Management, Portfolio Management, Leadership Development, Team Building, Investments, Leadership, Strategic Planning, Sales Training, Training
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1986
Master of Business Administration (MBA), Finance
Georgia State University 1980 — 1982
Bachelor of Business Administration (B.B.A.), Management
UBS September 2010 - Present
UBS Wealth Management 2005 - 2010
Skills
Change Management, Strategy, Financial Services, Program Management, Portfolio Management, Leadership Development, Team Building, Investments, Leadership, Strategic Planning, Sales Training, Training
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1986
Master of Business Administration (MBA), Finance
Georgia State University 1980 — 1982
Bachelor of Business Administration (B.B.A.), Management
Chad Litman's UBS Experience June 2003 - July 2006
Job Analyst at First Republic Bank
Industry Banking
Experience
First Republic Investment Management August 2008 - Present
UBS June 2003 - July 2006
Banc of America Securities May 2002 - May 2003
Skills
Credit Analysis, Structured Finance, Capital Markets, Financial Modeling, Debt, Fixed Income, Hedge Funds, Alternative Investments, Investment Banking, Equity Research, Portfolio Management, Asset Management
Education
San Francisco State University 1995 — 1999
History, Philosophy
Fenn School
Golden Gate University
Law School
First Republic Investment Management August 2008 - Present
UBS June 2003 - July 2006
Banc of America Securities May 2002 - May 2003
Skills
Credit Analysis, Structured Finance, Capital Markets, Financial Modeling, Debt, Fixed Income, Hedge Funds, Alternative Investments, Investment Banking, Equity Research, Portfolio Management, Asset Management
Education
San Francisco State University 1995 — 1999
History, Philosophy
Fenn School
Golden Gate University
Law School
Doug Prezzano's UBS Experience 2001 - 2008
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2008 - Present
UBS 2001 - 2008
Alex. Brown & Sons 1997 - 2001
Education
Hamilton College 1993 — 1997
Economics
Westminster School 1989 — 1993
Credit Suisse 2008 - Present
UBS 2001 - 2008
Alex. Brown & Sons 1997 - 2001
Education
Hamilton College 1993 — 1997
Economics
Westminster School 1989 — 1993
Carlo Ciampaglia's UBS Experience 2000 - 2002
Job RM at Computershare
Industry Financial Services
Experience
Computershare Sr Relationship ManagerComputershare1987 - Present
First Chicago 1987 - Present
UBS 2000 - 2002
Morgan Guaranty/First Chicago Trust Co 1987 - 2000
Skills
Equities, Securities, Mutual Funds, Financial Services, Asset Management, Banking, Investments, Finance, Relationship Management, Fixed Income, Mergers & Acquisitions, Corporate Actions, Capital Markets, Business Analysis, Portfolio Management, Financial Analysis, Risk Management
Education
Gettysburg College 1967 — 1971
BA, Economics
Computershare Sr Relationship ManagerComputershare1987 - Present
First Chicago 1987 - Present
UBS 2000 - 2002
Morgan Guaranty/First Chicago Trust Co 1987 - 2000
Skills
Equities, Securities, Mutual Funds, Financial Services, Asset Management, Banking, Investments, Finance, Relationship Management, Fixed Income, Mergers & Acquisitions, Corporate Actions, Capital Markets, Business Analysis, Portfolio Management, Financial Analysis, Risk Management
Education
Gettysburg College 1967 — 1971
BA, Economics
Ashish Mehra's UBS Experience January 2006 - August 2006
Job Senior Java Developer at Credit Suisse
Industry Insurance
Experience
Credit Suisse November 2010 - Present
Guardian Life Insurance November 2008 - October 2010
Citigroup June 2007 - October 2008
Citigroup. September 2006 - May 2007
UBS January 2006 - August 2006
Cisco Systems Inc March 2005 - December 2005
Ranbaxy August 2004 - February 2005
CapGemini September 2003 - June 2004
HSBC Bank January 2002 - August 2003
Education
Guru Nanak Dev University
MS, Computer Applications
Guru Nanak Dev University
Bachelors, Computer Applications
Credit Suisse November 2010 - Present
Guardian Life Insurance November 2008 - October 2010
Citigroup June 2007 - October 2008
Citigroup. September 2006 - May 2007
UBS January 2006 - August 2006
Cisco Systems Inc March 2005 - December 2005
Ranbaxy August 2004 - February 2005
CapGemini September 2003 - June 2004
HSBC Bank January 2002 - August 2003
Education
Guru Nanak Dev University
MS, Computer Applications
Guru Nanak Dev University
Bachelors, Computer Applications
Louis Kleist's UBS Experience 2005 - December 2014
Job Senior Research Analyst at Verus Investments
Industry Financial Services
Experience
Verus Investments January 2015 - Present
UBS Wealth Management February 2009 - December 2014
UBS 2005 - December 2014
Skills
Alternative Investments, Hedge Funds, Wealth Management, Equities, Series 7, Asset Allocation, Asset Management, Investments, Investment Strategies, Private Equity, Securities, Fund Of Funds
Education
NYU Stern School of Business 2011 — 2013
Master of Business Administration, Concentrations: Finance, Management
Gonzaga University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Verus Investments January 2015 - Present
UBS Wealth Management February 2009 - December 2014
UBS 2005 - December 2014
Skills
Alternative Investments, Hedge Funds, Wealth Management, Equities, Series 7, Asset Allocation, Asset Management, Investments, Investment Strategies, Private Equity, Securities, Fund Of Funds
Education
NYU Stern School of Business 2011 — 2013
Master of Business Administration, Concentrations: Finance, Management
Gonzaga University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Angela M. Kelly's UBS Experience December 2013 - Present
Job Registered Client Service Associate at UBS
Industry Health, Wellness and Fitness
Experience
UBS December 2013 - Present
A1C Coaching, LLC October 2012 - Present
American Diabetes Aoosciation 2013 - 2013
UBS April 2009 - October 2012
Merrill Lynch September 2004 - April 2009
Radiant Company September 2001 - August 2004
Executive Recruiting Associates August 1999 - April 2001
Skills
Series 7, Series 66, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Kriya Yoga Teacher..., YogaFit Instructor, formerly NASM & ACE..., Uniform Combined State..., Series 65, Retirement Planning, Public Speaking, Securities, Investment Advisory, Asset Allocation, Wealth Management, Yoga, Team Building, Stress Management, Series 63, Coaching, Mutual Funds
Education
CTI 2012 — 2013
Gibbs College
Certified Merit Graduate, Business
Sacred Heart University
Business, Design
UBS December 2013 - Present
A1C Coaching, LLC October 2012 - Present
American Diabetes Aoosciation 2013 - 2013
UBS April 2009 - October 2012
Merrill Lynch September 2004 - April 2009
Radiant Company September 2001 - August 2004
Executive Recruiting Associates August 1999 - April 2001
Skills
Series 7, Series 66, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Kriya Yoga Teacher..., YogaFit Instructor, formerly NASM & ACE..., Uniform Combined State..., Series 65, Retirement Planning, Public Speaking, Securities, Investment Advisory, Asset Allocation, Wealth Management, Yoga, Team Building, Stress Management, Series 63, Coaching, Mutual Funds
Education
CTI 2012 — 2013
Gibbs College
Certified Merit Graduate, Business
Sacred Heart University
Business, Design
Daniel Kaufman's UBS Experience June 2012 - August 2012
Job Analyst at Deutsche Bank
Industry Banking
Experience
Deutsche Bank August 2013 - Present
UBS June 2012 - August 2012
Education
Hamilton College 2008 — 2012
BA, Economics and Psychology
Deutsche Bank August 2013 - Present
UBS June 2012 - August 2012
Education
Hamilton College 2008 — 2012
BA, Economics and Psychology
Frederick Lowe's UBS Experience April 2006 - March 2010
Job President at FSL Advisors Inc. offering securities throgh Investors Capital Corp.
Industry Financial Services
Experience
FSL Advisors Inc. March 2010 - Present
UBS April 2006 - March 2010
AG Edwards February 2000 - April 2006
Skills
Private Equity, Strategic Financial..., Retirement Planning, Securities
Education
Iona College 1988 — 1990
Masters Program, Communications
Gettysburg College 1978 — 1982
BA, Economics, Psychology
FSL Advisors Inc. March 2010 - Present
UBS April 2006 - March 2010
AG Edwards February 2000 - April 2006
Skills
Private Equity, Strategic Financial..., Retirement Planning, Securities
Education
Iona College 1988 — 1990
Masters Program, Communications
Gettysburg College 1978 — 1982
BA, Economics, Psychology
Pankaja Patki's UBS Experience December 2008 - March 2010
Job Testing Professional
Industry Information Technology and Services
Experience
British Petroleum April 2010 - October 2011
UBS December 2008 - March 2010
Royal Bank of Scotland March 2008 - October 2008
JPMorgan Chase April 2006 - March 2008
Skills
Test Management, Test Planning, System Testing, Test Automation, Test Director, User Acceptance Testing, Manual Testing, Team Management, Team Coordination, Requirements Analysis, Change Management, Mercury, Software Quality..., Process Improvement, Managed Services, SLA, Project Planning
Education
Goa University 1996 — 2000
B.E,, Computers
British Petroleum April 2010 - October 2011
UBS December 2008 - March 2010
Royal Bank of Scotland March 2008 - October 2008
JPMorgan Chase April 2006 - March 2008
Skills
Test Management, Test Planning, System Testing, Test Automation, Test Director, User Acceptance Testing, Manual Testing, Team Management, Team Coordination, Requirements Analysis, Change Management, Mercury, Software Quality..., Process Improvement, Managed Services, SLA, Project Planning
Education
Goa University 1996 — 2000
B.E,, Computers
Cordelia Schirer-Suter's UBS Experience 1993 - June 2002
Job Office Administrator Center for Balance, Mobility and Wellness at Gordon College
Industry Nonprofit Organization Management
Experience
Gordon College September 2012 - Present
YMCA March 2006 - Present
UBS 1993 - June 2002
Skills
Swiss German, German, Research, Microsoft Excel, Project Management, Customer Service, Microsoft Office, Microsoft Word, Teaching, Coaching, Editing, Nonprofits, Program Management, Organizational..., Leadership, Team Building
Education
Frei Institute, Switzerland 2000 — 2000
Bachelor's degree, Adult Education and Teaching
Schweizerische Gesellschaft fuer Organisation 1998 — 2000
Master's degree, Organizational Development
Schweizerische Gesellschaft für Organisation 1995 — 1997
Bachelor's degree, Organisational Development
Zürich Business 1991 — 1993
Bachelor's degree, Führungsfachmann/-frau mit eidg. Fachausweis (Business Management)
Harding University 1985 — 1986
General Studies, English
KV Zurich Business School 1982 — 1984
Associate's degree, Business Administration
Gordon College September 2012 - Present
YMCA March 2006 - Present
UBS 1993 - June 2002
Skills
Swiss German, German, Research, Microsoft Excel, Project Management, Customer Service, Microsoft Office, Microsoft Word, Teaching, Coaching, Editing, Nonprofits, Program Management, Organizational..., Leadership, Team Building
Education
Frei Institute, Switzerland 2000 — 2000
Bachelor's degree, Adult Education and Teaching
Schweizerische Gesellschaft fuer Organisation 1998 — 2000
Master's degree, Organizational Development
Schweizerische Gesellschaft für Organisation 1995 — 1997
Bachelor's degree, Organisational Development
Zürich Business 1991 — 1993
Bachelor's degree, Führungsfachmann/-frau mit eidg. Fachausweis (Business Management)
Harding University 1985 — 1986
General Studies, English
KV Zurich Business School 1982 — 1984
Associate's degree, Business Administration
Adam Brzenk's UBS Experience June 2010 - July 2010
Job Technical Administrator at Instrument Calibration Service, Inc
Industry Computer Hardware
Experience
Instrument Calibration Service, Inc January 2012 - Present
UBS June 2010 - July 2010
Education
Georgia State University 2007 — 2011
Bachelor of Arts (B.A.), History, Minor in Economics
Instrument Calibration Service, Inc January 2012 - Present
UBS June 2010 - July 2010
Education
Georgia State University 2007 — 2011
Bachelor of Arts (B.A.), History, Minor in Economics
Robert Lillibridge, CAIA's UBS Experience December 2008 - May 2009
Job Institutional Consultant Relations & Business Development at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments May 2014 - Present
Pioneer Investments April 2011 - April 2014
Pioneer Investments December 2010 - April 2011
Pioneer Investments March 2010 - December 2010
UBS December 2008 - May 2009
Morgan Stanley December 2007 - December 2008
Skills
Fixed Income, Equities, Alternative Investments, Multi-Asset Strategies, Series 7, Series 66, eVestment, Money Market Directories, FINsearches, Bloomberg, Consultants, Endowments, Foundations, OCIO, Sub-Advisory, Corporate Plans, Defined Benefit, Defined Contribution, Insurance, Health Care, Public Pensions, Taft-Hartley, Series 63, Series 6
Education
Georgia Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Business Management - Finance
Pioneer Investments May 2014 - Present
Pioneer Investments April 2011 - April 2014
Pioneer Investments December 2010 - April 2011
Pioneer Investments March 2010 - December 2010
UBS December 2008 - May 2009
Morgan Stanley December 2007 - December 2008
Skills
Fixed Income, Equities, Alternative Investments, Multi-Asset Strategies, Series 7, Series 66, eVestment, Money Market Directories, FINsearches, Bloomberg, Consultants, Endowments, Foundations, OCIO, Sub-Advisory, Corporate Plans, Defined Benefit, Defined Contribution, Insurance, Health Care, Public Pensions, Taft-Hartley, Series 63, Series 6
Education
Georgia Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Business Management - Finance
Lyubov Zaydman's UBS Experience May 2000 - September 2012
Job Computer programmer at HCL Technologies
Industry Information Technology and Services
Experience
HCL Technologies 2012 - Present
UBS May 2000 - September 2012
Skills
Knowledge in..., microsoft certtified..., Progamming languages:..., Programming languages:..., SQL, Microsoft SQL Server, SDLC, Unix, XML, Agile Methodologies, Oracle, Requirements Analysis, C#, Business Analysis, .NET, PL/SQL
Education
Globe Institute of Technology 1997 — 1998
Associate of Science (AS), Computer Science, 4.0
Moskow Institute of economy named after Plekhanov 1969 — 1974
Master's degree, Applied Economics, 3.8
HCL Technologies 2012 - Present
UBS May 2000 - September 2012
Skills
Knowledge in..., microsoft certtified..., Progamming languages:..., Programming languages:..., SQL, Microsoft SQL Server, SDLC, Unix, XML, Agile Methodologies, Oracle, Requirements Analysis, C#, Business Analysis, .NET, PL/SQL
Education
Globe Institute of Technology 1997 — 1998
Associate of Science (AS), Computer Science, 4.0
Moskow Institute of economy named after Plekhanov 1969 — 1974
Master's degree, Applied Economics, 3.8
Rajeev Pandya's UBS Experience 2013 - Present
Job Banking, Financial Services, IT Software, Quality Assurance and Services
Industry Information Technology and Services
Experience
UBS 2013 - Present
Morgan Stanley 2012 - 2013
Citi 2009 - 2012
Goldman Sachs March 2005 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Business Analysis, SQL, Agile Methodologies, Risk Management, Management, IT Strategy, SDLC, Quality Assurance, ITIL, Databases, IT Management, Leadership
Education
Georgian College
Post Graduate Diploma, Management Information Systems and Services
University of Mumbai
Master's degree, Business Management and Financial Markets
UBS 2013 - Present
Morgan Stanley 2012 - 2013
Citi 2009 - 2012
Goldman Sachs March 2005 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Business Analysis, SQL, Agile Methodologies, Risk Management, Management, IT Strategy, SDLC, Quality Assurance, ITIL, Databases, IT Management, Leadership
Education
Georgian College
Post Graduate Diploma, Management Information Systems and Services
University of Mumbai
Master's degree, Business Management and Financial Markets
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.