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
Alexander Arias Alexander Arias's UBS Experience January 2013 - July 2013
Job Cloud ERP Consultant
Industry Financial Services
Experience
Oracle August 2015 - Present
Merrill Lynch January 2015 - April 2015
Hand & Associates, Inc. July 2014 - November 2014
Uber September 2013 - May 2014
UBS January 2013 - July 2013
University of Southern California August 2012 - December 2012
Fortune One - Real Estate June 2010 - September 2010
Skills
Information Technology, Enterprise Software, Cloud Applications, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Finance
Education
University of Southern California - Marshall School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
HKUST Business School 2014 — 2014
Bachelor of Science (B.S.), Exchange Program, Business Finance
Oracle August 2015 - Present
Merrill Lynch January 2015 - April 2015
Hand & Associates, Inc. July 2014 - November 2014
Uber September 2013 - May 2014
UBS January 2013 - July 2013
University of Southern California August 2012 - December 2012
Fortune One - Real Estate June 2010 - September 2010
Skills
Information Technology, Enterprise Software, Cloud Applications, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Finance
Education
University of Southern California - Marshall School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
HKUST Business School 2014 — 2014
Bachelor of Science (B.S.), Exchange Program, Business Finance
Paul Crowley Paul Crowley's UBS Experience March 1994 - November 2000
Job Director of Quantitative Strategies at Visium Asset Management
Industry Investment Management
Experience
Visium Asset Management October 2013 - Present
Magnitude Capital, LLC September 2010 - July 2013
TradeOptimizer Group December 2008 - November 2009
Gradient Fund Management LLC July 2005 - December 2008
Millennium Partners November 2000 - July 2005
UBS March 1994 - November 2000
Barra, Inc. January 1992 - July 1993
McKinsey & Company September 1985 - January 1992
Booz Allen Hamilton June 1984 - August 1984
Morgan Stanley July 1981 - June 1983
Skills
Hedge Funds, Equities, Alternative Investments, Trading Systems, Equity Derivatives, Fund Of Funds, Electronic Trading, Securities, Institutional..., Strategy, Funding, Asset Allocation, Asset Management, Portfolio Management, Private Equity
Education
Harvard Business School 1983 — 1985
MBA, Business
Harvard University 1977 — 1981
BA, Physics
Visium Asset Management October 2013 - Present
Magnitude Capital, LLC September 2010 - July 2013
TradeOptimizer Group December 2008 - November 2009
Gradient Fund Management LLC July 2005 - December 2008
Millennium Partners November 2000 - July 2005
UBS March 1994 - November 2000
Barra, Inc. January 1992 - July 1993
McKinsey & Company September 1985 - January 1992
Booz Allen Hamilton June 1984 - August 1984
Morgan Stanley July 1981 - June 1983
Skills
Hedge Funds, Equities, Alternative Investments, Trading Systems, Equity Derivatives, Fund Of Funds, Electronic Trading, Securities, Institutional..., Strategy, Funding, Asset Allocation, Asset Management, Portfolio Management, Private Equity
Education
Harvard Business School 1983 — 1985
MBA, Business
Harvard University 1977 — 1981
BA, Physics
Ryan Leiby Ryan Leiby's UBS Experience August 2015 - Present
Job Student in the Haslam College of Business at the University of Tennessee
Industry Higher Education
Experience
UBS August 2015 - Present
Fairvue Country Club March 2009 - December 2013
Skills
Microsoft Office, Spanish, Strategic Planning, TQM, Public Speaking, Analytics, Calculus, Mathematics, Microsoft Office 2007, Editing, Accounting, Time Management, Teamwork
Education
Haslam College of Business at the University of Tennessee 2011 — 2015
Bachelor of Science in Business Administration, Accounting
Station Camp High School 2007 — 2011
UBS August 2015 - Present
Fairvue Country Club March 2009 - December 2013
Skills
Microsoft Office, Spanish, Strategic Planning, TQM, Public Speaking, Analytics, Calculus, Mathematics, Microsoft Office 2007, Editing, Accounting, Time Management, Teamwork
Education
Haslam College of Business at the University of Tennessee 2011 — 2015
Bachelor of Science in Business Administration, Accounting
Station Camp High School 2007 — 2011
Jordan Humphreys Jordan Humphreys's UBS Experience July 2015 - Present
Job Tax Reporting Specialist at UBS
Industry Financial Services
Experience
UBS July 2015 - Present
Hays Advisory, LLC May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office 2007, Microsoft Access, Proficient Communicator, Organization, Always Punctual, Planning, Reliability, Problem Solving, Bloomberg, Microsoft Word, Microsoft SQL Server
Education
Haslam College of Business at the University of Tennessee 2011 — 2015
Bachelor’s Degree, Finance, Economics
UBS July 2015 - Present
Hays Advisory, LLC May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office 2007, Microsoft Access, Proficient Communicator, Organization, Always Punctual, Planning, Reliability, Problem Solving, Bloomberg, Microsoft Word, Microsoft SQL Server
Education
Haslam College of Business at the University of Tennessee 2011 — 2015
Bachelor’s Degree, Finance, Economics
Mazen Ali Mazen Ali's UBS Experience May 2015 - Present
Job Wealth Management Intern at UBS
Industry Financial Services
Experience
UBS May 2015 - Present
Citi May 2013 - January 2015
Education
San Diego State University-California State University
Bachelor's degree, Economics
Harvard University
Judgement and Decision Making in Management
UBS May 2015 - Present
Citi May 2013 - January 2015
Education
San Diego State University-California State University
Bachelor's degree, Economics
Harvard University
Judgement and Decision Making in Management
Lori Fenton Lori Fenton's UBS Experience July 2013 - Present
Job Senior Associate at UBS
Industry Financial Services
Experience
UBS July 2013 - Present
Lorilicious November 2009 - Present
Morgan Stanley Wealth Management January 2011 - July 2013
Merrill Lynch September 2000 - December 2010
Double Tree Hotels January 2000 - July 2000
Education
Illinois State University
Bachelor of Arts, Public Relations
Harper College 2006 — 2006
Certification, Meeting & Event Planning Certification
UBS July 2013 - Present
Lorilicious November 2009 - Present
Morgan Stanley Wealth Management January 2011 - July 2013
Merrill Lynch September 2000 - December 2010
Double Tree Hotels January 2000 - July 2000
Education
Illinois State University
Bachelor of Arts, Public Relations
Harper College 2006 — 2006
Certification, Meeting & Event Planning Certification
Ned Lubell Ned Lubell's UBS Experience July 2002 - Present
Job Private Wealth Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS July 2002 - Present
DB Alex Brown January 1994 - July 2002
Education
Harvard Business School 1983 — 1985
MBA, Finance
Williams College 1976 — 1980
BA, Political Economy
UBS July 2002 - Present
DB Alex Brown January 1994 - July 2002
Education
Harvard Business School 1983 — 1985
MBA, Finance
Williams College 1976 — 1980
BA, Political Economy
Craig Findley's UBS Experience December 2011 - Present
Job Managing Director Wealth Management ; Findley Wise Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS December 2011 - Present
Merrill Lynch May 2003 - December 2011
Skills
Wealth Management, Wealth Management..., Estate Planning, Investment Strategies, Asset Managment, Finance
Education
Hillsdale College
Oxford University
UBS December 2011 - Present
Merrill Lynch May 2003 - December 2011
Skills
Wealth Management, Wealth Management..., Estate Planning, Investment Strategies, Asset Managment, Finance
Education
Hillsdale College
Oxford University
Jaime Muñoz's UBS Experience October 2012 - February 2013
Job Strategy Analyst at Accenture
Industry Management Consulting
Experience
Accenture August 2015 - Present
Accenture June 2014 - August 2014
Academies for Social Entrepreneurship January 2014 - June 2014
Ernst & Young June 2013 - August 2013
UBS October 2012 - February 2013
Dell March 2012 - December 2012
USAC Student Activist Project October 2011 - April 2012
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts, Economics
Yale University - Yale School of Management 2015 — 2015
Global Pre-MBA Leadership Program, Certificate of Completion
Harvard Business School 2014 — 2014
Summer Venture in Management Program - Certificate of Completion
Accenture August 2015 - Present
Accenture June 2014 - August 2014
Academies for Social Entrepreneurship January 2014 - June 2014
Ernst & Young June 2013 - August 2013
UBS October 2012 - February 2013
Dell March 2012 - December 2012
USAC Student Activist Project October 2011 - April 2012
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts, Economics
Yale University - Yale School of Management 2015 — 2015
Global Pre-MBA Leadership Program, Certificate of Completion
Harvard Business School 2014 — 2014
Summer Venture in Management Program - Certificate of Completion
Rebecca Agonafir Rebecca Agonafir's UBS Experience July 2004 - March 2007
Job Marketing, Brand & Retail Management
Industry Consumer Goods
Experience
Mattel, Inc. November 2014 - Present
Munchkin April 2013 - September 2014
Guess? July 2012 - March 2013
Kraft Foods Group June 2011 - August 2011
American Express May 2008 - June 2010
UBS July 2004 - March 2007
Skills
Business Development, Strategy, Strategic Planning, Management, Business Strategy, Competitive Analysis, Financial Analysis, Market Research
Education
Harvard Business School 2010 — 2012
MBA
Wellesley College 2000 — 2004
BA, History (Economics minor)
Harvard-Westlake School 1997 — 2000
Mattel, Inc. November 2014 - Present
Munchkin April 2013 - September 2014
Guess? July 2012 - March 2013
Kraft Foods Group June 2011 - August 2011
American Express May 2008 - June 2010
UBS July 2004 - March 2007
Skills
Business Development, Strategy, Strategic Planning, Management, Business Strategy, Competitive Analysis, Financial Analysis, Market Research
Education
Harvard Business School 2010 — 2012
MBA
Wellesley College 2000 — 2004
BA, History (Economics minor)
Harvard-Westlake School 1997 — 2000
Sherilyn Anderson Sherilyn Anderson's UBS Experience January 1988 - December 2005
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2012 - Present
Morgan Stanley June 2010 - March 2012
Goldman Sachs January 2006 - May 2010
UBS January 1988 - December 2005
Salomon Brothers Inc 1985 - 1987
Skills
Seeing The Big Picture, Developing Financial..., Written and Oral..., Investment Banking, Securities, Bonds, Finance, Wealth Management, Asset Allocation, Capital Markets, Investments
Education
Harvard Business School 1983 — 1985
MBA, Finance
Stanford University 1977 — 1981
BS, industrial engineering
Wells Fargo Securities May 2012 - Present
Morgan Stanley June 2010 - March 2012
Goldman Sachs January 2006 - May 2010
UBS January 1988 - December 2005
Salomon Brothers Inc 1985 - 1987
Skills
Seeing The Big Picture, Developing Financial..., Written and Oral..., Investment Banking, Securities, Bonds, Finance, Wealth Management, Asset Allocation, Capital Markets, Investments
Education
Harvard Business School 1983 — 1985
MBA, Finance
Stanford University 1977 — 1981
BS, industrial engineering
Beth Herman Fridakis Beth Herman Fridakis's UBS Experience May 2007 - December 2008
Job Recruiter/Researcher at VSR Advisors
Industry Human Resources
Experience
United Nations Local Expatriate Spouse Association-Rome, Italy July 2011 - June 2013
UBS May 2007 - December 2008
Long and Foster Real Estate February 2004 - June 2006
SAP Markets January 2001 - June 2002
Brodia May 2000 - December 2000
VERISIGN March 1998 - May 2000
Visa January 1996 - March 1998
KPMG 1995 - 1995
Chase (previously Manufacturers Hanover Trust) 1990 - 1995
Citibank 1987 - 1990
Skills
Leadership Development, Leadership, Program Management, Talent Management, Human Resources, Strategic Planning, Strategy, Management, CRM, Cross-functional Team..., Training, Business Development, Account Management, Negotiation, Performance Management, Employee Engagement, Banking, Workshop Facilitation, Financial Services, Risk Management, Career Development, Proposal Writing, Cold Calling Experience, Microsoft Office, Sourcing, Recruiting
Education
Bayside H.S.
Hofstra University
Milano School of International Affairs, Management and Urban Policy
BA/MA, Human Resource Management
University of Pennsylvania - The Wharton School
Wharton School Executive Invitational Program
United Nations Local Expatriate Spouse Association-Rome, Italy July 2011 - June 2013
UBS May 2007 - December 2008
Long and Foster Real Estate February 2004 - June 2006
SAP Markets January 2001 - June 2002
Brodia May 2000 - December 2000
VERISIGN March 1998 - May 2000
Visa January 1996 - March 1998
KPMG 1995 - 1995
Chase (previously Manufacturers Hanover Trust) 1990 - 1995
Citibank 1987 - 1990
Skills
Leadership Development, Leadership, Program Management, Talent Management, Human Resources, Strategic Planning, Strategy, Management, CRM, Cross-functional Team..., Training, Business Development, Account Management, Negotiation, Performance Management, Employee Engagement, Banking, Workshop Facilitation, Financial Services, Risk Management, Career Development, Proposal Writing, Cold Calling Experience, Microsoft Office, Sourcing, Recruiting
Education
Bayside H.S.
Hofstra University
Milano School of International Affairs, Management and Urban Policy
BA/MA, Human Resource Management
University of Pennsylvania - The Wharton School
Wharton School Executive Invitational Program
Josh Lawlor's UBS Experience March 2006 - April 2010
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2014 - Present
Barclays April 2010 - August 2014
UBS March 2006 - April 2010
Credit Suisse October 2004 - March 2006
Morgan Stanley April 2002 - October 2004
Japan Exchange and Teaching Program(me) (JET) July 1999 - July 2001
Skills
PMO, Project Portfolio..., Management, Budgets, Business Process, Project Management, Business Analysis, Forecasting, Executive Reporting, Process Improvement, Program Management, Resource Management, Governance, Corporate Communications, SharePoint, Vendor Management, IT Strategy, Strategy, MS Project, Visio, Project Governance, Change Management, Dashboards, Microsoft Excel, Business Process..., Business Management, PowerPoint, Budgeting, Excel, Nintex Workflows, Clarity
Education
Haverford College 1995 — 1999
BA, Political Science
JPMorgan Chase & Co. August 2014 - Present
Barclays April 2010 - August 2014
UBS March 2006 - April 2010
Credit Suisse October 2004 - March 2006
Morgan Stanley April 2002 - October 2004
Japan Exchange and Teaching Program(me) (JET) July 1999 - July 2001
Skills
PMO, Project Portfolio..., Management, Budgets, Business Process, Project Management, Business Analysis, Forecasting, Executive Reporting, Process Improvement, Program Management, Resource Management, Governance, Corporate Communications, SharePoint, Vendor Management, IT Strategy, Strategy, MS Project, Visio, Project Governance, Change Management, Dashboards, Microsoft Excel, Business Process..., Business Management, PowerPoint, Budgeting, Excel, Nintex Workflows, Clarity
Education
Haverford College 1995 — 1999
BA, Political Science
Connor Hinck Connor Hinck's UBS Experience September 2013 - January 2014
Job Student at University of MinnesotaTwin Cities
Industry Financial Services
Experience
EY June 2014 - August 2014
UBS September 2013 - January 2014
Balter Capital Management May 2013 - August 2013
Skills
Finance, Derivatives, Hedge Funds, Financial Markets, Time Management, Asset Management, Financial Accounting, Microsoft Office, Event Planning, Social Media, Leadership, PowerPoint, Customer Service, Teamwork, Public Speaking, Microsoft Excel, Microsoft Word, Social Networking
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Arts (BA), Accounting and Finance
HEC Paris
EY June 2014 - August 2014
UBS September 2013 - January 2014
Balter Capital Management May 2013 - August 2013
Skills
Finance, Derivatives, Hedge Funds, Financial Markets, Time Management, Asset Management, Financial Accounting, Microsoft Office, Event Planning, Social Media, Leadership, PowerPoint, Customer Service, Teamwork, Public Speaking, Microsoft Excel, Microsoft Word, Social Networking
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Arts (BA), Accounting and Finance
HEC Paris
Alyssa Di Iorio Alyssa Di Iorio's UBS Experience October 2012 - October 2012
Job HR Consultant: Morgan Stanley HR Operations Division Analyst
Industry Human Resources
Experience
Pontoon Solutions: Client - Morgan Stanley May 2015 - Present
Pontoon Solutions: Client - Morgan Stanley February 2014 - Present
Pontoon Solutions: Client - Morgan Stanley September 2013 - February 2014
Crème de la crème May 2011 - September 2013
World Relief January 2013 - April 2013
High Point University April 2010 - April 2013
UBS October 2012 - October 2012
Middle Earth/ 21st Century CLC May 2012 - August 2012
Skills
Microsoft Office, Stress Management, Conflict Management, Team Building, Team Management, Leadership Development, Exceptional Listener, Communication Skills, Fundraising, Enthusiasm to learn, Positive Can-do Attitude, Human Resources, Customer Service
Education
High Point University 2009 — 2013
Bachelor of Arts (B.A.), Human Relations
High Point University 2009 — 2013
B.A, International Relations
Pontoon Solutions: Client - Morgan Stanley May 2015 - Present
Pontoon Solutions: Client - Morgan Stanley February 2014 - Present
Pontoon Solutions: Client - Morgan Stanley September 2013 - February 2014
Crème de la crème May 2011 - September 2013
World Relief January 2013 - April 2013
High Point University April 2010 - April 2013
UBS October 2012 - October 2012
Middle Earth/ 21st Century CLC May 2012 - August 2012
Skills
Microsoft Office, Stress Management, Conflict Management, Team Building, Team Management, Leadership Development, Exceptional Listener, Communication Skills, Fundraising, Enthusiasm to learn, Positive Can-do Attitude, Human Resources, Customer Service
Education
High Point University 2009 — 2013
Bachelor of Arts (B.A.), Human Relations
High Point University 2009 — 2013
B.A, International Relations
Xinrui Qian's UBS Experience January 2011 - January 2011
Job Student at Harvard University
Industry
Experience
PwC Hong Kong and mainland China June 2014 - August 2014
Cambridge 1 September 2012 - November 2013
Altisource Labs June 2013 - August 2013
Vanderbilt University June 2011 - August 2011
UBS January 2011 - January 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Microsoft Office, Economics, Photoshop, Data Analysis
Education
Harvard College 2012 — 2016
Applied Mathematics
PwC Hong Kong and mainland China June 2014 - August 2014
Cambridge 1 September 2012 - November 2013
Altisource Labs June 2013 - August 2013
Vanderbilt University June 2011 - August 2011
UBS January 2011 - January 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Microsoft Office, Economics, Photoshop, Data Analysis
Education
Harvard College 2012 — 2016
Applied Mathematics
John Marvin's UBS Experience July 2014 - August 2014
Job Investment Banking Summer Analyst at Citi
Industry Financial Services
Experience
Citi June 2015 - August 2015
UBS July 2014 - August 2014
Fundación IMPULSAR June 2013 - July 2013
Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Data Analysis, Social Media, Research
Education
Harvard College 2012 — 2016
Bachelor's Degree, Economics, Senior
Rhinebeck High School 2008 — 2012
Citi June 2015 - August 2015
UBS July 2014 - August 2014
Fundación IMPULSAR June 2013 - July 2013
Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Data Analysis, Social Media, Research
Education
Harvard College 2012 — 2016
Bachelor's Degree, Economics, Senior
Rhinebeck High School 2008 — 2012
Joshua Esses's UBS Experience June 2008 - August 2008
Job Student at Harvard Law School
Industry Law Practice
Experience
Proskauer Rose LLP May 2015 - July 2015
GFG Alternative Investments June 2014 - August 2014
State of Connecticut January 2013 - June 2013
Institute for Humane Studies September 2012 - December 2012
General Electric Capital Real Estate May 2011 - August 2011
Swiss Re June 2010 - August 2010
Lenox Advisors June 2009 - August 2009
UBS June 2008 - August 2008
Skills
ArcGIS, Microsoft Excel, Public Speaking, Research, Social Media, PowerPoint, Leadership, Policy Analysis
Education
Harvard Law School 2013 — 2016
Juris Doctor (J.D.)
University of Illinois 2009 — 2012
Bachelor of Science, Finance, Highest Honors
Proskauer Rose LLP May 2015 - July 2015
GFG Alternative Investments June 2014 - August 2014
State of Connecticut January 2013 - June 2013
Institute for Humane Studies September 2012 - December 2012
General Electric Capital Real Estate May 2011 - August 2011
Swiss Re June 2010 - August 2010
Lenox Advisors June 2009 - August 2009
UBS June 2008 - August 2008
Skills
ArcGIS, Microsoft Excel, Public Speaking, Research, Social Media, PowerPoint, Leadership, Policy Analysis
Education
Harvard Law School 2013 — 2016
Juris Doctor (J.D.)
University of Illinois 2009 — 2012
Bachelor of Science, Finance, Highest Honors
Sungi Lee, CFA Sungi Lee, CFA's UBS Experience May 2005 - August 2005
Job Economic Consultant at NERA Economic Consulting (Oliver Wyman Group)
Industry Management Consulting
Experience
NERA Economic Consulting July 2007 - Present
BDO Seidman, LLP June 2006 - August 2006
UBS May 2005 - August 2005
Skills
Valuation, Economics, Financial Analysis, Finance, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
BS, Finance and CPA Accounting
HKUST Business School 2005 — 2005
Northern Valley Regional High School, Demarest 1999 — 2003
NERA Economic Consulting July 2007 - Present
BDO Seidman, LLP June 2006 - August 2006
UBS May 2005 - August 2005
Skills
Valuation, Economics, Financial Analysis, Finance, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
BS, Finance and CPA Accounting
HKUST Business School 2005 — 2005
Northern Valley Regional High School, Demarest 1999 — 2003
Charles Schlumberger Charles Schlumberger's UBS Experience January 1995 - October 1998
Job Lead Air Transport Specialist at The World Bank
Industry Banking
Experience
The World Bank November 1998 - Present
UBS January 1995 - October 1998
Steinbeck Global Logistics January 1991 - December 1994
Skills
Leadership, Management, Private Pilot, Risk Management, Government, Airports, CFI, Airlines, Analysis, Security, Policy, Military, Training, Project Planning, International..., Strategic Planning, Economic Development, Research, Aviation, Program Management
Education
McGill University 2006 — 2009
Doctor of Civil Law, International Air Law
Harvard Business School 1987 — 1989
Master of Business Administration
1982 — 1986
Master of Law (Lic. iur.), General, Bankruptcy, and Aviation Law.
The World Bank November 1998 - Present
UBS January 1995 - October 1998
Steinbeck Global Logistics January 1991 - December 1994
Skills
Leadership, Management, Private Pilot, Risk Management, Government, Airports, CFI, Airlines, Analysis, Security, Policy, Military, Training, Project Planning, International..., Strategic Planning, Economic Development, Research, Aviation, Program Management
Education
McGill University 2006 — 2009
Doctor of Civil Law, International Air Law
Harvard Business School 1987 — 1989
Master of Business Administration
1982 — 1986
Master of Law (Lic. iur.), General, Bankruptcy, and Aviation Law.
Nicholas Hymer's UBS Experience June 2014 - Present
Job Production Manager at UBS
Industry Financial Services
Experience
UBS June 2014 - Present
UBS December 2012 - June 2014
UBS May 2012 - August 2012
University of Tennessee Facility Services January 2012 - May 2012
UBS May 2011 - August 2011
Chick-fil-A May 2006 - May 2011
UBS June 2009 - July 2010
Skills
Microsoft Excel, Management, PowerPoint, Microsoft Word, Sales, Microsoft Office, Customer Service, Financial Reporting, Teamwork, Market Research, Administrative..., Leadership, Time Management, Fundraising, Social Media, Social Networking, Public Speaking, Access
Education
University of Tennessee-Knoxville 2008 — 2012
Bachelor of Science (BS)- Business Administration, Finance and Entrepreneurship
University of Tennessee-Knoxville - College of Business Administration 2008 — 2012
Bachelor of Science (BS), Business Administration
UBS June 2014 - Present
UBS December 2012 - June 2014
UBS May 2012 - August 2012
University of Tennessee Facility Services January 2012 - May 2012
UBS May 2011 - August 2011
Chick-fil-A May 2006 - May 2011
UBS June 2009 - July 2010
Skills
Microsoft Excel, Management, PowerPoint, Microsoft Word, Sales, Microsoft Office, Customer Service, Financial Reporting, Teamwork, Market Research, Administrative..., Leadership, Time Management, Fundraising, Social Media, Social Networking, Public Speaking, Access
Education
University of Tennessee-Knoxville 2008 — 2012
Bachelor of Science (BS)- Business Administration, Finance and Entrepreneurship
University of Tennessee-Knoxville - College of Business Administration 2008 — 2012
Bachelor of Science (BS), Business Administration
Candi Montesa's UBS Experience 2003 - 2005
Job Extraordinary Mommy
Industry Insurance
Experience
The Montesa Family June 2011 - Present
Triad Employment Solutions June 2010 - June 2011
NAA November 2009 - May 2010
Hantz Group May 2006 - January 2009
UBS 2003 - 2005
American Express Financial Advisors 2002 - 2003
Skills
Highly Adaptable, Highly Organized, Very energetic, Able To Work Under..., Able To Multi-task
Education
High Point University 1999 — 2002
BS, Finance/Economics
Queens University of Charlotte 1998 — 1999
NA, Nursing
The Montesa Family June 2011 - Present
Triad Employment Solutions June 2010 - June 2011
NAA November 2009 - May 2010
Hantz Group May 2006 - January 2009
UBS 2003 - 2005
American Express Financial Advisors 2002 - 2003
Skills
Highly Adaptable, Highly Organized, Very energetic, Able To Work Under..., Able To Multi-task
Education
High Point University 1999 — 2002
BS, Finance/Economics
Queens University of Charlotte 1998 — 1999
NA, Nursing
Cheng Patrick Luo's UBS Experience June 2010 - August 2010
Job Doctoral Student at Harvard Business School
Industry Financial Services
Experience
AQR Capital Management January 2013 - July 2013
Morgan Stanley June 2011 - August 2011
UBS June 2010 - August 2010
Skills
C, Matlab, Mathematics, Python, Java, SQL, C++, SAS, Quantitative Investing, Portfolio Management, Statistics, VBA, Fixed Income, Bloomberg, Derivatives, Valuation
Education
Harvard University
Harvard Business School 2013 — 2018
Doctor of Philosophy (Ph.D.)
University of Pennsylvania - The Wharton School 2008 — 2012
M.S.E. & B.S.E.
AQR Capital Management January 2013 - July 2013
Morgan Stanley June 2011 - August 2011
UBS June 2010 - August 2010
Skills
C, Matlab, Mathematics, Python, Java, SQL, C++, SAS, Quantitative Investing, Portfolio Management, Statistics, VBA, Fixed Income, Bloomberg, Derivatives, Valuation
Education
Harvard University
Harvard Business School 2013 — 2018
Doctor of Philosophy (Ph.D.)
University of Pennsylvania - The Wharton School 2008 — 2012
M.S.E. & B.S.E.
Gretchen Tamplin, CFP® Gretchen Tamplin, CFP®'s UBS Experience July 2012 - Present
Job Senior Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS July 2012 - Present
Ameriprise Financial Services, Inc. September 2011 - June 2012
Education
Northern Kentucky University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Butler High School 1984 — 1988
Heidelberg University
Heidelberg University
UBS July 2012 - Present
Ameriprise Financial Services, Inc. September 2011 - June 2012
Education
Northern Kentucky University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Butler High School 1984 — 1988
Heidelberg University
Heidelberg University
Alexandra (Garcia) Shannon Alexandra (Garcia) Shannon's UBS Experience October 2008 - May 2009
Job Executive Director, Corporate Development at Turner Broadcasting System
Industry Entertainment
Experience
Turner Broadcasting System March 2015 - Present
Turner Sports February 2015 - March 2015
Turner Sports July 2013 - January 2015
National Basketball Association June 2012 - August 2012
Time Warner Inc. May 2009 - July 2011
UBS October 2008 - May 2009
Lehman Brothers July 2007 - October 2008
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers, Financial Analysis, Due Diligence, Corporate Development, DCF, M&A experience, Business Strategy, Sports, Broadcast Television, Emerging Markets, Network Television, Mergers & Acquisitions, Strategy
Education
Harvard Business School 2011 — 2013
MBA, General Management
University of Pennsylvania - The Wharton School 2003 — 2007
BS in Economics, Finance, Management, Marketing
Villa Walsh Academy 1999 — 2003
Turner Broadcasting System March 2015 - Present
Turner Sports February 2015 - March 2015
Turner Sports July 2013 - January 2015
National Basketball Association June 2012 - August 2012
Time Warner Inc. May 2009 - July 2011
UBS October 2008 - May 2009
Lehman Brothers July 2007 - October 2008
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers, Financial Analysis, Due Diligence, Corporate Development, DCF, M&A experience, Business Strategy, Sports, Broadcast Television, Emerging Markets, Network Television, Mergers & Acquisitions, Strategy
Education
Harvard Business School 2011 — 2013
MBA, General Management
University of Pennsylvania - The Wharton School 2003 — 2007
BS in Economics, Finance, Management, Marketing
Villa Walsh Academy 1999 — 2003
Peter Drosos Peter Drosos's UBS Experience November 2014 - Present
Job Solutions Engineer at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
UBS Wealth Management October 2009 - Present
Barclays Capital September 2008 - September 2009
Lehman Brothers September 2006 - September 2008
Apple Computer April 2006 - September 2006
Environmental and Occupational Health Sciences Institute February 2004 - April 2006
Rutgers University September 2002 - February 2004
Skills
ETL, Business Process Design, EAI, SDLC, Sybase, SOA, TIBCO, Business Analysis, SQL, EII, Unix, Enterprise Architecture, Java, DB2, Business Objects, IBM BPM, ILOG, WebSphere Message Broker, BusinessWorks, TIBCO iProcess, TIBCO Business Studio, TIBCO Rendezvous, Hawk, IBM HTTP Server, WebSphere Application..., HADR, WebSphere MQ, Message Broker, Integration, Websphere, Solaris, Middleware, ITIL, Linux, Informatica, Architecture, Business Intelligence, Security, Servers, Application Architecture, Operating Systems, System Deployment, Infrastructure, Technical Support, Unix Shell Scripting, Market Data, Data Warehousing, Data Integration, Java Enterprise Edition, Data Migration
Education
Rutgers University-New Brunswick 1999 — 2004
B.A., Computer Science
Hawaii Pacific University 1997 — 1999
UBS November 2014 - Present
UBS Wealth Management October 2009 - Present
Barclays Capital September 2008 - September 2009
Lehman Brothers September 2006 - September 2008
Apple Computer April 2006 - September 2006
Environmental and Occupational Health Sciences Institute February 2004 - April 2006
Rutgers University September 2002 - February 2004
Skills
ETL, Business Process Design, EAI, SDLC, Sybase, SOA, TIBCO, Business Analysis, SQL, EII, Unix, Enterprise Architecture, Java, DB2, Business Objects, IBM BPM, ILOG, WebSphere Message Broker, BusinessWorks, TIBCO iProcess, TIBCO Business Studio, TIBCO Rendezvous, Hawk, IBM HTTP Server, WebSphere Application..., HADR, WebSphere MQ, Message Broker, Integration, Websphere, Solaris, Middleware, ITIL, Linux, Informatica, Architecture, Business Intelligence, Security, Servers, Application Architecture, Operating Systems, System Deployment, Infrastructure, Technical Support, Unix Shell Scripting, Market Data, Data Warehousing, Data Integration, Java Enterprise Edition, Data Migration
Education
Rutgers University-New Brunswick 1999 — 2004
B.A., Computer Science
Hawaii Pacific University 1997 — 1999
Emily McNeal Emily McNeal's UBS Experience April 2007 - 2012
Job VP M&A/Strategy/Integration at TE Connectivity
Industry Electrical/Electronic Manufacturing
Experience
TE Connectivity December 2013 - Present
The Brink's Company 2013 - 2013
UBS April 2007 - 2012
Savvian February 2004 - January 2007
Morgan Stanley August 1998 - January 2004
Economics Resource Group 1994 - 1996
Analysis Group 1993 - 1994
Skills
Investment Banking, Private Equity, Corporate Development, Private Placements, Valuation, Negotiating Contracts, Financial Modeling, Financial Forecasting, Cross-functional Team..., M&A due diligence, Joint Ventures, Contract Negotiation, Mergers, Executive Management, Due Diligence, Mergers & Acquisitions, Strategy, Strategic Partnerships, Management, Business Strategy
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
Harvard University 1989 — 1993
A.B.
Langley High School
TE Connectivity December 2013 - Present
The Brink's Company 2013 - 2013
UBS April 2007 - 2012
Savvian February 2004 - January 2007
Morgan Stanley August 1998 - January 2004
Economics Resource Group 1994 - 1996
Analysis Group 1993 - 1994
Skills
Investment Banking, Private Equity, Corporate Development, Private Placements, Valuation, Negotiating Contracts, Financial Modeling, Financial Forecasting, Cross-functional Team..., M&A due diligence, Joint Ventures, Contract Negotiation, Mergers, Executive Management, Due Diligence, Mergers & Acquisitions, Strategy, Strategic Partnerships, Management, Business Strategy
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
Harvard University 1989 — 1993
A.B.
Langley High School
Julian Wiggins's UBS Experience November 2011 - July 2012
Job at
Industry Financial Services
Experience
Franklin American Mortgage Company March 2013 - Present
Dick's Last Resort Management Company July 2012 - January 2013
UBS November 2011 - July 2012
Access National Mortgage June 2011 - August 2011
Education
University of Tennessee-Knoxville - College of Business Administration 2005 — 2010
Bachelor's, Finance, International Business
Franklin American Mortgage Company March 2013 - Present
Dick's Last Resort Management Company July 2012 - January 2013
UBS November 2011 - July 2012
Access National Mortgage June 2011 - August 2011
Education
University of Tennessee-Knoxville - College of Business Administration 2005 — 2010
Bachelor's, Finance, International Business
Allen Carter's UBS Experience May 1993 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS May 1993 - Present
Education
College of Financial Planning 2011 — 2011
CRPC, Chartered Retirement Planning Counselor
Hillsdale College 1984 — 1988
BA, Business & English
UBS May 1993 - Present
Education
College of Financial Planning 2011 — 2011
CRPC, Chartered Retirement Planning Counselor
Hillsdale College 1984 — 1988
BA, Business & English
Jia Jia Ye's UBS Experience June 2003 - October 2005
Job Oscar Insurance
Industry Health, Wellness and Fitness
Experience
Oscar Insurance September 2013 - Present
One Medical Group May 2010 - September 2013
Galen Partners July 2007 - June 2009
Deutsche Bank November 2005 - July 2007
UBS June 2003 - October 2005
Skills
Investment Banking, Financial Modeling, Product Development, Business Analytics, Venture Capital, Entrepreneurship, Market Research, Strategy, Healthcare Information..., Investments, Healthcare, Due Diligence, Financial Analysis
Education
London Business School
MBA, Exchange program
University of California, Berkeley - Walter A. Haas School of Business
MBA & MPH
Harvard University
Bachelor of Arts, Economics
Oscar Insurance September 2013 - Present
One Medical Group May 2010 - September 2013
Galen Partners July 2007 - June 2009
Deutsche Bank November 2005 - July 2007
UBS June 2003 - October 2005
Skills
Investment Banking, Financial Modeling, Product Development, Business Analytics, Venture Capital, Entrepreneurship, Market Research, Strategy, Healthcare Information..., Investments, Healthcare, Due Diligence, Financial Analysis
Education
London Business School
MBA, Exchange program
University of California, Berkeley - Walter A. Haas School of Business
MBA & MPH
Harvard University
Bachelor of Arts, Economics
Kevin Cummuta Kevin Cummuta's UBS Experience June 1998 - January 2000
Job Next Generation Data Center Consulting Services at Dimension Data
Industry Information Technology and Services
Experience
Dimension Data March 2015 - Present
American Medical Association March 2006 - March 2015
IRI March 2005 - March 2006
ABN AMRO January 2000 - March 2005
UBS June 1998 - January 2000
United States Cellular 1991 - 1996
Skills
Enterprise Architecture, Program Management, IT Strategy, Data Center, Mergers, Information Security, SDLC, IT Portfolio, Infrastructure, IT Management, Enterprise Software, Vendor Management, Architecture, SOA, Project Management, Business Intelligence, Executive Management, Cloud Computing, Integration, Mergers & Acquisitions, Disaster Recovery, Solution Architecture, Databases, Strategy, Management, Project Planning, IT Outsourcing, Telecommunications, Software Development, Information Technology, Governance, PMO, Project Portfolio..., Architectures
Education
Harper College
Business Administration and Management, General, 4.0
Roosevelt University
Computer Science, 4.0
Dimension Data March 2015 - Present
American Medical Association March 2006 - March 2015
IRI March 2005 - March 2006
ABN AMRO January 2000 - March 2005
UBS June 1998 - January 2000
United States Cellular 1991 - 1996
Skills
Enterprise Architecture, Program Management, IT Strategy, Data Center, Mergers, Information Security, SDLC, IT Portfolio, Infrastructure, IT Management, Enterprise Software, Vendor Management, Architecture, SOA, Project Management, Business Intelligence, Executive Management, Cloud Computing, Integration, Mergers & Acquisitions, Disaster Recovery, Solution Architecture, Databases, Strategy, Management, Project Planning, IT Outsourcing, Telecommunications, Software Development, Information Technology, Governance, PMO, Project Portfolio..., Architectures
Education
Harper College
Business Administration and Management, General, 4.0
Roosevelt University
Computer Science, 4.0
Beth Anne Zimmerman's UBS Experience January 2009 - November 2009
Job Treasurer at City of Reading, PA
Industry Government Administration
Experience
City of Reading, PA October 2014 - Present
City of Reading, PA March 2013 - June 2015
City of Reading, PA June 2012 - March 2013
National Penn Bank January 2010 - March 2012
UBS January 2009 - November 2009
Morgan Stanley January 2005 - January 2009
NOVA Corporation October 2002 - October 2004
Skills
Time Management, Finance, Leadership, Cash Management, Management, Public Speaking, Auditing, Internal Audit, Microsoft Excel, Accounting, Budgets, Human Resources, Account Reconciliation, Risk Management, Accounts Payable, Banking, Outlook, Customer Service, Strategic Planning, PowerPoint, Business Analysis, Microsoft Office, Event Planning, Microsoft Word, Accounts Receivable, Internal Controls
Education
Alvernia University 2010 — 2012
MBA, Business Administration; Tax and Accounting, 3.9
Temple University 2001 — 2003
Bachelor of Arts (B.A.), Asian Studies, 3.6
Harvard University 2000 — 2000
Japanese, 4.0
City of Reading, PA October 2014 - Present
City of Reading, PA March 2013 - June 2015
City of Reading, PA June 2012 - March 2013
National Penn Bank January 2010 - March 2012
UBS January 2009 - November 2009
Morgan Stanley January 2005 - January 2009
NOVA Corporation October 2002 - October 2004
Skills
Time Management, Finance, Leadership, Cash Management, Management, Public Speaking, Auditing, Internal Audit, Microsoft Excel, Accounting, Budgets, Human Resources, Account Reconciliation, Risk Management, Accounts Payable, Banking, Outlook, Customer Service, Strategic Planning, PowerPoint, Business Analysis, Microsoft Office, Event Planning, Microsoft Word, Accounts Receivable, Internal Controls
Education
Alvernia University 2010 — 2012
MBA, Business Administration; Tax and Accounting, 3.9
Temple University 2001 — 2003
Bachelor of Arts (B.A.), Asian Studies, 3.6
Harvard University 2000 — 2000
Japanese, 4.0
Phillip Perkins Phillip Perkins's UBS Experience 2007 - 2007
Job Regional Director at Jobspring Partners
Industry Staffing and Recruiting
Experience
Jobspring Partners December 2014 - Present
Jobspring Partners August 2012 - December 2014
Workbridge Associates February 2011 - August 2012
Workbridge Associates January 2011 - February 2011
Workbridge Associates July 2009 - January 2011
Center for Freedom and Prosperity June 2008 - June 2009
Charles G. Koch Charitable Foundation June 2008 - June 2009
UBS 2007 - 2007
Skills
Benefits Negotiation, Sourcing, Account Management, New Business Development, New Hire Training, Technical Recruiting, Recruiting, Contract Recruitment, Internet Recruiting, Applicant Tracking..., Permanent Placement, Staff Augmentation, Talent Acquisition, Executive Search, Screening Resumes, Sales Management, Sales, Sales Process, Sales Presentations
Education
Hobart and William Smith Colleges 2004 — 2008
BA, major : Economics Minor : International Relations
Andover High School 2000 — 2004
Jobspring Partners December 2014 - Present
Jobspring Partners August 2012 - December 2014
Workbridge Associates February 2011 - August 2012
Workbridge Associates January 2011 - February 2011
Workbridge Associates July 2009 - January 2011
Center for Freedom and Prosperity June 2008 - June 2009
Charles G. Koch Charitable Foundation June 2008 - June 2009
UBS 2007 - 2007
Skills
Benefits Negotiation, Sourcing, Account Management, New Business Development, New Hire Training, Technical Recruiting, Recruiting, Contract Recruitment, Internet Recruiting, Applicant Tracking..., Permanent Placement, Staff Augmentation, Talent Acquisition, Executive Search, Screening Resumes, Sales Management, Sales, Sales Process, Sales Presentations
Education
Hobart and William Smith Colleges 2004 — 2008
BA, major : Economics Minor : International Relations
Andover High School 2000 — 2004
Rylie Zhang's UBS Experience June 2013 - August 2013
Job Consulting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Edward M. Kennedy Institute for the United States Senate February 2014 - June 2014
UBS June 2013 - August 2013
Babson College February 2012 - May 2012
CCTV News June 2011 - August 2011
Harvard Business School September 2010 - August 2011
COFCO Corporation June 2010 - August 2010
Skills
Public Speaking, Entrepreneurship, Data Analysis, Market Research, Leadership, Marketing, Quantitative Analytics, Translation, Program Management, Community Outreach, Financial Analysis, Social Entrepreneurship, Digital Media, Mandarin, Spanish, French
Education
Harvard University 2009 — 2014
A.B.
The Royal Conservatory of Music, Canada 2001 — 2006
ARCT Honors Piano Performance Diploma
The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Summer Program
Sir John A. Macdonald Collegiate Institute 2005 — 2009
High School Diploma
Fidelity Investments July 2014 - Present
Edward M. Kennedy Institute for the United States Senate February 2014 - June 2014
UBS June 2013 - August 2013
Babson College February 2012 - May 2012
CCTV News June 2011 - August 2011
Harvard Business School September 2010 - August 2011
COFCO Corporation June 2010 - August 2010
Skills
Public Speaking, Entrepreneurship, Data Analysis, Market Research, Leadership, Marketing, Quantitative Analytics, Translation, Program Management, Community Outreach, Financial Analysis, Social Entrepreneurship, Digital Media, Mandarin, Spanish, French
Education
Harvard University 2009 — 2014
A.B.
The Royal Conservatory of Music, Canada 2001 — 2006
ARCT Honors Piano Performance Diploma
The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Summer Program
Sir John A. Macdonald Collegiate Institute 2005 — 2009
High School Diploma
Zaahid Khan's UBS Experience May 2014 - August 2014
Job Student at Harvard College
Industry Financial Services
Experience
Cambridge Franchise Partners April 2014 - Present
QVT Financial LP May 2015 - August 2015
Harvard Business School September 2014 - June 2015
UBS May 2014 - August 2014
Harvard Law School September 2013 - June 2014
The Taubman Company May 2013 - July 2013
Raymond James Financial Inc. April 2013 - June 2013
Henry Ford Health System June 2012 - September 2012
Doernbecher Children's Hospital August 2012 - August 2012
Independent May 2012 - July 2012
Skills
Leadership, Research, Microsoft Excel, Economics, Public Speaking, Financial Analysis, Finance, Portfolio Management, Market Research, Java, Stata, R
Education
Harvard University 2013 — 2017
Bachelor's degree, Applied Mathematics and Economics
Cranbrook Kingswood Upper School 2006 — 2013
Cambridge Franchise Partners April 2014 - Present
QVT Financial LP May 2015 - August 2015
Harvard Business School September 2014 - June 2015
UBS May 2014 - August 2014
Harvard Law School September 2013 - June 2014
The Taubman Company May 2013 - July 2013
Raymond James Financial Inc. April 2013 - June 2013
Henry Ford Health System June 2012 - September 2012
Doernbecher Children's Hospital August 2012 - August 2012
Independent May 2012 - July 2012
Skills
Leadership, Research, Microsoft Excel, Economics, Public Speaking, Financial Analysis, Finance, Portfolio Management, Market Research, Java, Stata, R
Education
Harvard University 2013 — 2017
Bachelor's degree, Applied Mathematics and Economics
Cranbrook Kingswood Upper School 2006 — 2013
Justin Edmiston Justin Edmiston's UBS Experience 2007 - 2007
Job Senior Consultant at Schlumberger Business Consulting
Industry Oil & Energy
Experience
Schlumberger Business Consulting July 2014 - Present
The Hartford June 2013 - August 2013
BP 2008 - 2012
UBS 2007 - 2007
Goldman Sachs 2006 - 2006
Skills
Trading, Financial Modeling, Commodity, Valuation, Derivatives, Corporate Finance, Financial Analysis, Private Equity, Economics, Animal Husbandry, Animal Behavior, Hip-Hop Dance, Physical Security, Sword Fighting, Wide Format Printing, Bridal Showers, Energy
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Oklahoma 2003 — 2007
Bachelor of Business Administration (BBA), Finance, HR Management, Entrepreneurship and Venture Capital Management
Schlumberger Business Consulting July 2014 - Present
The Hartford June 2013 - August 2013
BP 2008 - 2012
UBS 2007 - 2007
Goldman Sachs 2006 - 2006
Skills
Trading, Financial Modeling, Commodity, Valuation, Derivatives, Corporate Finance, Financial Analysis, Private Equity, Economics, Animal Husbandry, Animal Behavior, Hip-Hop Dance, Physical Security, Sword Fighting, Wide Format Printing, Bridal Showers, Energy
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Oklahoma 2003 — 2007
Bachelor of Business Administration (BBA), Finance, HR Management, Entrepreneurship and Venture Capital Management
Jerel Ross's UBS Experience June 2010 - August 2010
Job Senior Professional Services Analyst at Nielsen Company
Industry Market Research
Experience
Nielsen September 2014 - Present
Nielsen June 2012 - September 2014
Bain & Company June 2011 - August 2011
UBS June 2010 - August 2010
Merrill Lynch June 2008 - July 2008
Skills
Data Analysis, Analytics, Marketing Research, Research, Microsoft Office, Market Research, Sales, Microsoft Excel, Customer Service, Segmentation, Statistics, Management, Event Planning, PowerPoint, Analysis, Nonprofits, Public Speaking, SPSS
Education
Morehouse College 2008 — 2012
BA, Economics
Harvard Business School 2011 — 2011
Summer Venture in Management Program
The London School of Economics 2009 — 2009
Essential Statistics for Econometrics
West Orange High School 2004 — 2008
HS Diploma
Semester at Sea Enrichment Voyage
Race, Ethnicity, and Human Rights in the Afro-Latin Diaspora
Nielsen September 2014 - Present
Nielsen June 2012 - September 2014
Bain & Company June 2011 - August 2011
UBS June 2010 - August 2010
Merrill Lynch June 2008 - July 2008
Skills
Data Analysis, Analytics, Marketing Research, Research, Microsoft Office, Market Research, Sales, Microsoft Excel, Customer Service, Segmentation, Statistics, Management, Event Planning, PowerPoint, Analysis, Nonprofits, Public Speaking, SPSS
Education
Morehouse College 2008 — 2012
BA, Economics
Harvard Business School 2011 — 2011
Summer Venture in Management Program
The London School of Economics 2009 — 2009
Essential Statistics for Econometrics
West Orange High School 2004 — 2008
HS Diploma
Semester at Sea Enrichment Voyage
Race, Ethnicity, and Human Rights in the Afro-Latin Diaspora
Eric Swick's UBS Experience April 2014 - June 2015
Job Compliance Consulting at Duff & Phelps
Industry Financial Services
Experience
Kinetic Partners A Division of Duff & Phelps June 2015 - Present
UBS April 2014 - June 2015
UBS August 2012 - March 2014
Skills
Budgets, Business Development, CRM, Competitive Analysis, Due Diligence, Finance, Forecasting, Integration, Investments, Management, Marketing, Portfolio Management, Product Management, Program Management, Sales, Sales Operations, Start-ups, Strategic Planning, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Master of Education (M.Ed.), Educational Administration
University of Nevada-Las Vegas 2004 — 2006
Master of Business Administration (M.B.A.), Marketing/Finance
Harvard University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Kinetic Partners A Division of Duff & Phelps June 2015 - Present
UBS April 2014 - June 2015
UBS August 2012 - March 2014
Skills
Budgets, Business Development, CRM, Competitive Analysis, Due Diligence, Finance, Forecasting, Integration, Investments, Management, Marketing, Portfolio Management, Product Management, Program Management, Sales, Sales Operations, Start-ups, Strategic Planning, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Master of Education (M.Ed.), Educational Administration
University of Nevada-Las Vegas 2004 — 2006
Master of Business Administration (M.B.A.), Marketing/Finance
Harvard University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Sandra Grannum's UBS Experience 1997 - 2003
Job Managing Partner at Davidson & Grannum, LLP
Industry Law Practice
Experience
Davidson & Grannum, LLP 2003 - Present
UBS 1997 - 2003
Tenzer Greenblatt 1991 - 1997
Cravath, Swaine & Moore LLP 1986 - 1991
Skills
Securities Regulation, Securities Litigation, Employment Law, Comercial Litigaiton, Litigation, Arbitration, FINRA, Securities, Commercial Litigation, Corporate Governance, Mediation, Legal Writing, Licensing, Dispute Resolution, Corporate Law, Legal Research, FCPA, Hedge Funds, Civil Litigation
Education
Harvard Law School 1983 — 1986
New York University 1979 — 1983
Bachelor of Arts (BA), Economics and Polictical Science
Davidson & Grannum, LLP 2003 - Present
UBS 1997 - 2003
Tenzer Greenblatt 1991 - 1997
Cravath, Swaine & Moore LLP 1986 - 1991
Skills
Securities Regulation, Securities Litigation, Employment Law, Comercial Litigaiton, Litigation, Arbitration, FINRA, Securities, Commercial Litigation, Corporate Governance, Mediation, Legal Writing, Licensing, Dispute Resolution, Corporate Law, Legal Research, FCPA, Hedge Funds, Civil Litigation
Education
Harvard Law School 1983 — 1986
New York University 1979 — 1983
Bachelor of Arts (BA), Economics and Polictical Science
Austin Stonitsch Austin Stonitsch's UBS Experience 1995 - 1997
Job Head of Human Resources at ALMA BANK
Industry Human Resources
Experience
ALMA BANK February 2014 - Present
Guy Carpenter 2012 - 2013
IDB Bank 2010 - 2012
JPMorgan Chase 2004 - 2009
JPMorgan Chase 2003 - 2004
JPMorgan Chase 2001 - 2003
The Chase Manhattan Bank 1999 - 2001
UBS 1995 - 1997
Skills
Performance Management, Talent Management, Succession Planning, Benefits, Pensions, Compensation, Organizational..., Employee Engagement, HR Policies, HR Strategy, 360 Feedback, Vendor Management, Employee Relations, Organizational Design, Talent Acquisition, Human Resources, Executive Coaching, Personnel Management, Process Improvement, Change Management, Benefits Administration, Coaching, Instructional Design, Leadership, Recruiting, Temporary Placement, Payroll, Deferred Compensation, Team Building, Risk Management, Career Development, Leadership Development, Organizational..., Employee Benefits, Performance Appraisal, Mergers & Acquisitions, Employee Training, Onboarding, HRIS, HR Consulting, Workforce Planning, Interviews, Consulting, Cross-functional Team..., Mentoring Programs, Culture Change, Compensation & Benefit, Applicant Tracking..., Labor Relations, Training
Education
Hofstra University
MBA, Management
Rochester Institute of Technology
BS
ALMA BANK February 2014 - Present
Guy Carpenter 2012 - 2013
IDB Bank 2010 - 2012
JPMorgan Chase 2004 - 2009
JPMorgan Chase 2003 - 2004
JPMorgan Chase 2001 - 2003
The Chase Manhattan Bank 1999 - 2001
UBS 1995 - 1997
Skills
Performance Management, Talent Management, Succession Planning, Benefits, Pensions, Compensation, Organizational..., Employee Engagement, HR Policies, HR Strategy, 360 Feedback, Vendor Management, Employee Relations, Organizational Design, Talent Acquisition, Human Resources, Executive Coaching, Personnel Management, Process Improvement, Change Management, Benefits Administration, Coaching, Instructional Design, Leadership, Recruiting, Temporary Placement, Payroll, Deferred Compensation, Team Building, Risk Management, Career Development, Leadership Development, Organizational..., Employee Benefits, Performance Appraisal, Mergers & Acquisitions, Employee Training, Onboarding, HRIS, HR Consulting, Workforce Planning, Interviews, Consulting, Cross-functional Team..., Mentoring Programs, Culture Change, Compensation & Benefit, Applicant Tracking..., Labor Relations, Training
Education
Hofstra University
MBA, Management
Rochester Institute of Technology
BS
Matthew Getman's UBS Experience August 2001 - July 2002
Job Talent Acquisition at Sunovion Pharmaceuticals Inc.
Industry Staffing and Recruiting
Experience
Sunovion Pharmaceuticals Inc. February 2014 - Present
Park Square Executive Search October 2013 - January 2014
Third Rock Ventures May 2012 - May 2013
J. Robert Scott December 2004 - March 2012
TZ Medical February 2004 - December 2004
UBS August 2001 - July 2002
Skills
Recruiting, Lifesciences, Medical Devices, Medical Diagnostics, Pharmaceutical Industry, Biotechnology Industry, Executive Search, Retained Search, Higher Education..., Venture Capital, Clean Technology
Education
Harvard University 1997 — 2001
AB, Psychology
Hudson's Bay High School
Sunovion Pharmaceuticals Inc. February 2014 - Present
Park Square Executive Search October 2013 - January 2014
Third Rock Ventures May 2012 - May 2013
J. Robert Scott December 2004 - March 2012
TZ Medical February 2004 - December 2004
UBS August 2001 - July 2002
Skills
Recruiting, Lifesciences, Medical Devices, Medical Diagnostics, Pharmaceutical Industry, Biotechnology Industry, Executive Search, Retained Search, Higher Education..., Venture Capital, Clean Technology
Education
Harvard University 1997 — 2001
AB, Psychology
Hudson's Bay High School
Joseph M Jette Browne Joseph M Jette Browne's UBS Experience February 2000 - March 2005
Job Senior Wealth Advisor at Summit Wealth Partners, Inc.
Industry Investment Management
Experience
Summit Wealth Partners, Inc. 2012 - Present
Summit Wealth Management, Inc. April 2011 - Present
Eagle Wealth Management, Inc. April 2005 - March 2011
UBS February 2000 - March 2005
Merrill Lynch November 1996 - February 2000
Skills
Wealth Management, Investment Advisory, Asset Allocation, Series 7, Asset Managment, Portfolio Management, Retirement Planning, Equities, Mutual Funds, Investments, Strategic Financial..., Private Equity, Risk Management, Financial Analysis, Due Diligence
Education
Harvard Business School 1989 — 1989
AMP, Business Administration and Management, General
University of Geneva 1970 — 1972
License, International Studies
United States Naval Academy 1961 — 1965
BS, Math
Georgia Institute of Technology - Georgia Tech College of Management 1960 — 1961
Chemical Engineering
Summit Wealth Partners, Inc. 2012 - Present
Summit Wealth Management, Inc. April 2011 - Present
Eagle Wealth Management, Inc. April 2005 - March 2011
UBS February 2000 - March 2005
Merrill Lynch November 1996 - February 2000
Skills
Wealth Management, Investment Advisory, Asset Allocation, Series 7, Asset Managment, Portfolio Management, Retirement Planning, Equities, Mutual Funds, Investments, Strategic Financial..., Private Equity, Risk Management, Financial Analysis, Due Diligence
Education
Harvard Business School 1989 — 1989
AMP, Business Administration and Management, General
University of Geneva 1970 — 1972
License, International Studies
United States Naval Academy 1961 — 1965
BS, Math
Georgia Institute of Technology - Georgia Tech College of Management 1960 — 1961
Chemical Engineering
Peter Jin Peter Jin's UBS Experience August 2001 - August 2002
Job President, ATAFA
Industry Wholesale
Experience
ATAFA October 2002 - Present
UBS August 2001 - August 2002
CCC December 1996 - December 1999
Education
Harvard Business School 1999 — 2001
MBA
Tsinghua University 1989 — 1994
BS
Harvard University
ATAFA October 2002 - Present
UBS August 2001 - August 2002
CCC December 1996 - December 1999
Education
Harvard Business School 1999 — 2001
MBA
Tsinghua University 1989 — 1994
BS
Harvard University
Randall Finken Randall Finken's UBS Experience 2000 - 2007
Job Energy, Utility, Alternative Energy Banking and Project Finance
Industry Investment Banking
Experience
Goldman Sachs August 2007 - September 2008
UBS Investment Bank January 2000 - July 2007
UBS 2000 - 2007
PaineWebber July 1987 - December 1999
Education
Harvard Business School 1976 — 1978
MBA, Finance & Marketing
University of Michigan 1971 — 1975
BBA, Business Administration, Industrial Engineering
Goldman Sachs August 2007 - September 2008
UBS Investment Bank January 2000 - July 2007
UBS 2000 - 2007
PaineWebber July 1987 - December 1999
Education
Harvard Business School 1976 — 1978
MBA, Finance & Marketing
University of Michigan 1971 — 1975
BBA, Business Administration, Industrial Engineering
Julia Geltser's UBS Experience 2014 - Present
Job Head of Advisor Strategy (Strategy and Business Development)
Industry Financial Services
Experience
UBS 2014 - Present
UBS 2011 - 2014
Starwood Capital Group 2010 - 2011
Barclays Capital (Lehman Brothers) 2007 - 2010
Skills
Strategy, Business Strategy, Business Development, Segmentation, Quantitative Analytics, Qualitative &..., Financial Modeling, Financial Analysis, Investment Banking, Valuation
Education
Harvard University
Bachelor’s Degree, Economics
UBS 2014 - Present
UBS 2011 - 2014
Starwood Capital Group 2010 - 2011
Barclays Capital (Lehman Brothers) 2007 - 2010
Skills
Strategy, Business Strategy, Business Development, Segmentation, Quantitative Analytics, Qualitative &..., Financial Modeling, Financial Analysis, Investment Banking, Valuation
Education
Harvard University
Bachelor’s Degree, Economics
Terry Yongfeng Chen Terry Yongfeng Chen's UBS Experience 2009 - 2009
Job MBA Candidate at London Business School
Industry Management Consulting
Experience
Shell 2014 - 2014
ZS Associates 2013 - 2013
Zuoyou Management Consultants 2010 - 2013
Arthur D. Little 2010 - 2010
UBS 2009 - 2009
Skills
English, Mandarin, Cantonese, Corporate Finance, Financial Accounting, Financial Modeling, Company Valuation, Managerial Economics, Project Management, Business Strategy, Data Modeling, Organizational Structure, Marketing Strategy, Microsoft Office, Healthcare Industry, TMT Industry, Real Estate, Public Sector Consulting, Statutory Body, Military Aviation
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Business Administration (MBA) Exchange
London Business School 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2014 — 2014
MBA Exchange (cross-registered)
Xi'an Jiaotong University 2006 — 2010
Bachelor of Science (BS)
Shell 2014 - 2014
ZS Associates 2013 - 2013
Zuoyou Management Consultants 2010 - 2013
Arthur D. Little 2010 - 2010
UBS 2009 - 2009
Skills
English, Mandarin, Cantonese, Corporate Finance, Financial Accounting, Financial Modeling, Company Valuation, Managerial Economics, Project Management, Business Strategy, Data Modeling, Organizational Structure, Marketing Strategy, Microsoft Office, Healthcare Industry, TMT Industry, Real Estate, Public Sector Consulting, Statutory Body, Military Aviation
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Business Administration (MBA) Exchange
London Business School 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2014 — 2014
MBA Exchange (cross-registered)
Xi'an Jiaotong University 2006 — 2010
Bachelor of Science (BS)
Jeremy Gilmour's UBS Experience June 2012 - August 2012
Job Investment Analyst at Garrison Investment Group
Industry Investment Banking
Experience
Garrison Investment Group September 2014 - Present
UBS Investment Bank July 2013 - September 2014
UBS June 2012 - August 2012
Cook Pine Capital May 2011 - August 2011
Skills
Equities, Financial Modeling, Investment Banking, Hedge Funds, Bloomberg, Valuation, Leveraged Finance, LBO, Private Equity, Emerging Markets
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Economics
Manchester Grammar School 2003 — 2009
Jakarta International School 2000 — 2003
South African College Schools 1999 — 2000
American School of Warsaw 1996 — 1997
Garrison Investment Group September 2014 - Present
UBS Investment Bank July 2013 - September 2014
UBS June 2012 - August 2012
Cook Pine Capital May 2011 - August 2011
Skills
Equities, Financial Modeling, Investment Banking, Hedge Funds, Bloomberg, Valuation, Leveraged Finance, LBO, Private Equity, Emerging Markets
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Economics
Manchester Grammar School 2003 — 2009
Jakarta International School 2000 — 2003
South African College Schools 1999 — 2000
American School of Warsaw 1996 — 1997
Todd Bowman Todd Bowman's UBS Experience January 2003 - Present
Job Vice PresidentWealth Management
Industry Financial Services
Experience
UBS January 2003 - Present
National City Bank July 2001 - January 2003
Fifth Third Bank July 2000 - July 2001
Franklin Bank January 1996 - March 1998
Education
Hillsdale College 1986 — 1990
Bachelor of Science (B.S.), Political Economy
UBS January 2003 - Present
National City Bank July 2001 - January 2003
Fifth Third Bank July 2000 - July 2001
Franklin Bank January 1996 - March 1998
Education
Hillsdale College 1986 — 1990
Bachelor of Science (B.S.), Political Economy
Kimberly Laine Kimberly Laine's UBS Experience May 2005 - May 2007
Job Buyer, Capacity Sourcing at C.H. Robinson
Industry Logistics and Supply Chain
Experience
Manufacturing Company (Confidential) April 2012 - February 2013
Independent Consultant May 2007 - March 2012
UBS May 2005 - May 2007
got Health? May 2003 - March 2006
Walford Holdings,Inc Investment Bankers August 1993 - March 2003
Skills
Key Account Development, National Account..., National Retail, Key Account Acquisition..., Territory Growth, Brand Developement, Sales Channel..., Enterprise Risk..., Operations Management, Sales Operations, International Sales, Social Networking, Business Networking, Hunter, Deal Closer, Operating Systems, Marketing Strategy, Niche Marketing, Managing Start-ups, New Product Release, Investment Banking, Process Optimization, Project Portfolio..., Training, Brand Development, Deal Closure, Direct Sales, Sales Process, Start-ups
Education
University of Tennessee-Knoxville - College of Business Administration 2007 — 2010
Bachelor of Science (BS), Logistics/Marketing/International Business
University of Arizona 1988 — 1990
Chemistry
U.C. Irvine
U.C. Irvine
Manufacturing Company (Confidential) April 2012 - February 2013
Independent Consultant May 2007 - March 2012
UBS May 2005 - May 2007
got Health? May 2003 - March 2006
Walford Holdings,Inc Investment Bankers August 1993 - March 2003
Skills
Key Account Development, National Account..., National Retail, Key Account Acquisition..., Territory Growth, Brand Developement, Sales Channel..., Enterprise Risk..., Operations Management, Sales Operations, International Sales, Social Networking, Business Networking, Hunter, Deal Closer, Operating Systems, Marketing Strategy, Niche Marketing, Managing Start-ups, New Product Release, Investment Banking, Process Optimization, Project Portfolio..., Training, Brand Development, Deal Closure, Direct Sales, Sales Process, Start-ups
Education
University of Tennessee-Knoxville - College of Business Administration 2007 — 2010
Bachelor of Science (BS), Logistics/Marketing/International Business
University of Arizona 1988 — 1990
Chemistry
U.C. Irvine
U.C. Irvine
Andrea Zana Andrea Zana's UBS Experience November 2002 - April 2004
Job Director at Amur Capital Group
Industry Banking
Experience
Amur Finance Company March 2015 - Present
CIT January 2013 - March 2015
CIT July 2006 - December 2012
Lehman Brothers April 2004 - June 2006
UBS November 2002 - April 2004
Morgan Stanley 2001 - 2002
Skills
Valuation, Corporate Finance, Financial Structuring, Financial Modeling, Private Equity, Portfolio Management, Due Diligence, Risk Management, Equity Research
Education
Harvard Business School 1999 — 2001
MBA, General Management
Yale University 1992 — 1996
BA, Economics
Amur Finance Company March 2015 - Present
CIT January 2013 - March 2015
CIT July 2006 - December 2012
Lehman Brothers April 2004 - June 2006
UBS November 2002 - April 2004
Morgan Stanley 2001 - 2002
Skills
Valuation, Corporate Finance, Financial Structuring, Financial Modeling, Private Equity, Portfolio Management, Due Diligence, Risk Management, Equity Research
Education
Harvard Business School 1999 — 2001
MBA, General Management
Yale University 1992 — 1996
BA, Economics
David Nagourney David Nagourney's UBS Experience March 2014 - Present
Job Global Head of Research Marketing at UBS
Industry Financial Services
Experience
UBS March 2014 - Present
AXYS Innovations, LLC 2008 - February 2014
BusinessWeek 2005 - 2007
Morgan Stanley 2000 - 2005
Money.com 1998 - 2000
FORTUNE Magazine 1994 - 1998
Time Inc. 1993 - 1994
Sports Illustrated 1990 - 1991
People Magazine 1988 - 1990
Kidder Peabody 1987 - 1988
Skills
General Management, Business Building, Business Management, Monetization, Innovation, New Business Development, P&L Management, E-commerce, Entrepreneurship, Team Leadership, Team Building, Digital Media, Business Strategy, Business Planning, Strategic Planning, Negotiation, Start-ups, Strategic Partnerships, Contract Negotiations, Financial Modeling, Direct Marketing, Strategy Development, Strategy, Management, Marketing, Competitive Analysis, Product Development, Management Consulting, Business Development, Leadership, Mergers & Acquisitions, Online Marketing, Finance, CRM, Sales, Analytics, Social Media, Executive Management, Professional Mentoring, Business
Education
Harvard Business School 1991 — 1993
MBA, General Management
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Economics
UBS March 2014 - Present
AXYS Innovations, LLC 2008 - February 2014
BusinessWeek 2005 - 2007
Morgan Stanley 2000 - 2005
Money.com 1998 - 2000
FORTUNE Magazine 1994 - 1998
Time Inc. 1993 - 1994
Sports Illustrated 1990 - 1991
People Magazine 1988 - 1990
Kidder Peabody 1987 - 1988
Skills
General Management, Business Building, Business Management, Monetization, Innovation, New Business Development, P&L Management, E-commerce, Entrepreneurship, Team Leadership, Team Building, Digital Media, Business Strategy, Business Planning, Strategic Planning, Negotiation, Start-ups, Strategic Partnerships, Contract Negotiations, Financial Modeling, Direct Marketing, Strategy Development, Strategy, Management, Marketing, Competitive Analysis, Product Development, Management Consulting, Business Development, Leadership, Mergers & Acquisitions, Online Marketing, Finance, CRM, Sales, Analytics, Social Media, Executive Management, Professional Mentoring, Business
Education
Harvard Business School 1991 — 1993
MBA, General Management
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Economics
David Nordhaus David Nordhaus's UBS Experience September 2013 - Present
Job Director Risk Project Mgmt/Nashville Risk Center of Excellence Site Mgr
Industry Information Technology and Services
Experience
UBS September 2013 - Present
Asurion May 2006 - May 2013
Independent Film 2006 - 2008
Triple-i Corp April 2004 - May 2006
H&R Block August 2003 - April 2004
Fiction Author 1998 - 2004
Fidelity National Information Services September 2001 - July 2003
US Treasury Department - Internal Revenue 1991 - 1998
SprintCorp 1989 - 1991
Skills
SDLC, Risk Management, Program Delivery..., Strategic Planning, Cross-functional Team..., Leadership, Quality Assurance, Software Quality..., Management, PMO, Process Improvement, Vendor Management, Resource Management, Team Leadership, Operational Risk..., Agile Methodologies, Regression Testing, Test Strategy, Test Planning, Training, Visio, Troubleshooting, Disaster Recovery, Defect Tracking, User Experience, Manual Testing, Requirements Gathering, User Acceptance Testing, Strategy, Team Management, IT Management, Project Delivery, Project Portfolio..., Career Development..., Conflict Resolution, Intakes, Change Requests, Backlog Management, Process Efficiency, Operations Management, Workforce Management, Compliance Remediation, Department Start-up, Department...
Education
Heritage College-Kansas City 2004 — 2005
Associates degree, Occupational Studies in Therapeutic Massage
UBS September 2013 - Present
Asurion May 2006 - May 2013
Independent Film 2006 - 2008
Triple-i Corp April 2004 - May 2006
H&R Block August 2003 - April 2004
Fiction Author 1998 - 2004
Fidelity National Information Services September 2001 - July 2003
US Treasury Department - Internal Revenue 1991 - 1998
SprintCorp 1989 - 1991
Skills
SDLC, Risk Management, Program Delivery..., Strategic Planning, Cross-functional Team..., Leadership, Quality Assurance, Software Quality..., Management, PMO, Process Improvement, Vendor Management, Resource Management, Team Leadership, Operational Risk..., Agile Methodologies, Regression Testing, Test Strategy, Test Planning, Training, Visio, Troubleshooting, Disaster Recovery, Defect Tracking, User Experience, Manual Testing, Requirements Gathering, User Acceptance Testing, Strategy, Team Management, IT Management, Project Delivery, Project Portfolio..., Career Development..., Conflict Resolution, Intakes, Change Requests, Backlog Management, Process Efficiency, Operations Management, Workforce Management, Compliance Remediation, Department Start-up, Department...
Education
Heritage College-Kansas City 2004 — 2005
Associates degree, Occupational Studies in Therapeutic Massage
Kristina Farah's UBS Experience 2015 - Present
Job Business Development & Marketing at UBS
Industry Financial Services
Experience
UBS 2015 - Present
Birmingham Public Schools 2011 - 2015
Education
Hillsdale College 2005 — 2009
Bachelor of Arts
Oakland University
Master of Arts in Teaching
UBS 2015 - Present
Birmingham Public Schools 2011 - 2015
Education
Hillsdale College 2005 — 2009
Bachelor of Arts
Oakland University
Master of Arts in Teaching
Curtis B. Wayne Curtis B. Wayne's UBS Experience 1988 - 1989
Job Principal at CB Wayne
Industry Architecture & Planning
Experience
CB Wayne November 2012 - Present
Heritage Radio Network July 2009 - February 2013
COOKFOX Architects February 2011 - November 2012
Norwalk Community Technical College January 2010 - May 2011
Perkins Eastman November 2007 - October 2008
IVI International March 2003 - November 2007
Newman Architects LLC September 2001 - March 2003
Wayne Architects, PC 1992 - 2001
Citibank 1989 - 1992
UBS 1988 - 1989
Skills
Architecture, Construction Management, Construction, Contractors, Due Diligence, Green Building, Project Planning, Sustainable Design, Architectural Design, Interior Architecture, Submittals, Design Research, Interior Design, Residential Design, Mixed-use, LEED AP, Revit, Urban Design, Comprehensive Planning, Construction Drawings, LEED, SketchUp, Historic Preservation, Architectures, Architectural Drawings, Space planning, Urban Planning, Sustainable Architecture, AutoCAD Architecture, Rendering, Sustainability, Rhino, Space Planning
Education
Harvard University Graduate School of Design 1975 — 1976
M. Arch, Architecture and Construction Management
The Cooper Union for the Advancement of Science and Art 1970 — 1975
B. Arch., Architecture
CB Wayne November 2012 - Present
Heritage Radio Network July 2009 - February 2013
COOKFOX Architects February 2011 - November 2012
Norwalk Community Technical College January 2010 - May 2011
Perkins Eastman November 2007 - October 2008
IVI International March 2003 - November 2007
Newman Architects LLC September 2001 - March 2003
Wayne Architects, PC 1992 - 2001
Citibank 1989 - 1992
UBS 1988 - 1989
Skills
Architecture, Construction Management, Construction, Contractors, Due Diligence, Green Building, Project Planning, Sustainable Design, Architectural Design, Interior Architecture, Submittals, Design Research, Interior Design, Residential Design, Mixed-use, LEED AP, Revit, Urban Design, Comprehensive Planning, Construction Drawings, LEED, SketchUp, Historic Preservation, Architectures, Architectural Drawings, Space planning, Urban Planning, Sustainable Architecture, AutoCAD Architecture, Rendering, Sustainability, Rhino, Space Planning
Education
Harvard University Graduate School of Design 1975 — 1976
M. Arch, Architecture and Construction Management
The Cooper Union for the Advancement of Science and Art 1970 — 1975
B. Arch., Architecture
Rebecca Hu's UBS Experience June 2015 - August 2015
Job Public Markets Credit Intern at Harvard Management Company
Industry Financial Services
Experience
Harvard Business School January 2015 - Present
UBS June 2015 - August 2015
Harvard Management Company June 2014 - August 2014
Bain & Company December 2013 - January 2014
SocialSphere, Inc. June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Stata, InDesign, Photoshop, LaTeX, HTML, Statistics, CSS, Computer Science, Mathematica, Journalism, Social Media Marketing, Consulting, Advertising Sales, Product Marketing, Public Speaking, Behavioral Neuroscience, Genotyping, Computational Biology, PowerPoint, Keynote, Community Outreach, Mandarin, Market Research, Bloomberg
Education
Harvard College 2012 — 2016
Aragon High School 2008 — 2012
High School, 4.0 Unweighted
Harvard Business School January 2015 - Present
UBS June 2015 - August 2015
Harvard Management Company June 2014 - August 2014
Bain & Company December 2013 - January 2014
SocialSphere, Inc. June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Stata, InDesign, Photoshop, LaTeX, HTML, Statistics, CSS, Computer Science, Mathematica, Journalism, Social Media Marketing, Consulting, Advertising Sales, Product Marketing, Public Speaking, Behavioral Neuroscience, Genotyping, Computational Biology, PowerPoint, Keynote, Community Outreach, Mandarin, Market Research, Bloomberg
Education
Harvard College 2012 — 2016
Aragon High School 2008 — 2012
High School, 4.0 Unweighted
Shuyi Yu Shuyi Yu's UBS Experience August 2012 - September 2012
Job Ph.D. student at MIT Sloan School of Management
Industry Research
Experience
MIT Sloan School of Management August 2015 - Present
Harvard University June 2014 - January 2015
UBS August 2012 - September 2012
Bank of China July 2012 - August 2012
Skills
Microsoft Excel, Research, R, SAS, Microsoft Office, PowerPoint, Microsoft Word, Photoshop, Event Planning, Editing
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2020
Doctor of Philosophy (Ph.D.), Marketing
Ferrandi, School of Culinary Arts in Paris 2015 — 2015
Certificate, French Cuisine
Harvard University 2013 — 2015
Master's Degree, Statistics
Peking University 2010 — 2013
Bachelor of Science (B.Sc.), Statistics
Peking University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Wirtschaftsuniversität Wien 2011 — 2012
Exchange student, Finance, General
MIT Sloan School of Management August 2015 - Present
Harvard University June 2014 - January 2015
UBS August 2012 - September 2012
Bank of China July 2012 - August 2012
Skills
Microsoft Excel, Research, R, SAS, Microsoft Office, PowerPoint, Microsoft Word, Photoshop, Event Planning, Editing
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2020
Doctor of Philosophy (Ph.D.), Marketing
Ferrandi, School of Culinary Arts in Paris 2015 — 2015
Certificate, French Cuisine
Harvard University 2013 — 2015
Master's Degree, Statistics
Peking University 2010 — 2013
Bachelor of Science (B.Sc.), Statistics
Peking University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Wirtschaftsuniversität Wien 2011 — 2012
Exchange student, Finance, General
Tova Hornung's UBS Experience 2005 - 2006
Job The Gorilla Glue/EA
Industry Computer Software
Experience
International Travel News 2000 - 2015
CENTRI Technology December 2013 - August 2014
Cheezburger, Inc. November 2012 - May 2013
Parker Staffing Services June 2012 - October 2012
Volt Workforce Solutions March 2009 - December 2011
Gracenote September 2006 - April 2009
ThinkEquity LLC February 2006 - February 2007
UBS 2005 - 2006
Genesys February 1996 - October 1998
Robertson Stephens Advisors LLC 1994 - 1997
Skills
Meeting and Event..., Contract Management, Travel Program Manager, International Travel..., Gourmet Chef with..., Series 7, Event Planning, Travel, Online Advertising, Microsoft Excel, Social Media Marketing, Fundraising, Management, Public Speaking, Project Management, Office Management, Vendor Management, Vendor Relationships, Procurement, IT Operations, Travel Management, Catering, Facilities Management, Public Relations, Strategic Public..., Employee Relations, Event Management, Team Building, Social Media, Start-ups, Marketing, Facebook, Purchasing, Online Marketing, Office Administration, Entrepreneurship, Marketing Strategy, Salesforce.com, Contract Negotiation, Recruiting, Administrative..., Program Management, Budgets, Time Management, Outlook, Customer Service, Advertising, Training, Leadership, Strategy
Education
University of Southern California 1979 — 1980
Communications and Film
Santa Catalina School 1976 — 1979
High School, College Preparatory
Heald College-San Francisco
Computer Science and Accounting
International Travel News 2000 - 2015
CENTRI Technology December 2013 - August 2014
Cheezburger, Inc. November 2012 - May 2013
Parker Staffing Services June 2012 - October 2012
Volt Workforce Solutions March 2009 - December 2011
Gracenote September 2006 - April 2009
ThinkEquity LLC February 2006 - February 2007
UBS 2005 - 2006
Genesys February 1996 - October 1998
Robertson Stephens Advisors LLC 1994 - 1997
Skills
Meeting and Event..., Contract Management, Travel Program Manager, International Travel..., Gourmet Chef with..., Series 7, Event Planning, Travel, Online Advertising, Microsoft Excel, Social Media Marketing, Fundraising, Management, Public Speaking, Project Management, Office Management, Vendor Management, Vendor Relationships, Procurement, IT Operations, Travel Management, Catering, Facilities Management, Public Relations, Strategic Public..., Employee Relations, Event Management, Team Building, Social Media, Start-ups, Marketing, Facebook, Purchasing, Online Marketing, Office Administration, Entrepreneurship, Marketing Strategy, Salesforce.com, Contract Negotiation, Recruiting, Administrative..., Program Management, Budgets, Time Management, Outlook, Customer Service, Advertising, Training, Leadership, Strategy
Education
University of Southern California 1979 — 1980
Communications and Film
Santa Catalina School 1976 — 1979
High School, College Preparatory
Heald College-San Francisco
Computer Science and Accounting
Anna Svidgal Anna Svidgal's UBS Experience 1996 - 1998
Job Administrative and Programmatic Supervisor, The Community Library
Industry Libraries
Experience
The Community Library July 2014 - Present
Sun Valley Elkhorn Association, Inc. May 2014 - July 2014
LASAII, division of Uranga&Associates January 2013 - January 2014
Intermountain Trading August 2011 - January 2013
Hailey Chamber of Commerce October 2008 - August 2011
Windermere Real Estate 2007 - 2008
Sawtooth Board of Realtors 2006 - 2007
UBS 1996 - 1998
Canadian Urban Institute 1994 - 1995
Skills
Event Planning, Research, Facebook, Fundraising, QuickBooks, Marketing, Social Media, Teamwork, Marketing Strategy, Online Marketing, Feature Writing, Mac, Microsoft Office, Operations Management, Business Strategy, Business Planning, Russian, Estonia, Travel, Public Relations, Special Events, Event Marketing, Negotiation, Strategic Planning, Management, Event Management, Account Management, Sales, Training, Project Planning, Feature Articles, Real Estate, Public Speaking, New Business Development, Sales Management, Social Networking, Nonprofits, Customer Service, Investments, Entrepreneurship, B2B, Program Management, Start-ups, Strategy, Market Research, Business Development, Banking
Education
Thomas Edison State College 2000 — 2002
BA, History and Social Science
Roskilde Universitetscenter 1991 — 1992
International Cultural Studies Program, International Cultural Studies
Российский Государственный Педагогический Университет им. А.И. Герцена 1989 — 1992
English and German, Foreign Languages
The Community Library July 2014 - Present
Sun Valley Elkhorn Association, Inc. May 2014 - July 2014
LASAII, division of Uranga&Associates January 2013 - January 2014
Intermountain Trading August 2011 - January 2013
Hailey Chamber of Commerce October 2008 - August 2011
Windermere Real Estate 2007 - 2008
Sawtooth Board of Realtors 2006 - 2007
UBS 1996 - 1998
Canadian Urban Institute 1994 - 1995
Skills
Event Planning, Research, Facebook, Fundraising, QuickBooks, Marketing, Social Media, Teamwork, Marketing Strategy, Online Marketing, Feature Writing, Mac, Microsoft Office, Operations Management, Business Strategy, Business Planning, Russian, Estonia, Travel, Public Relations, Special Events, Event Marketing, Negotiation, Strategic Planning, Management, Event Management, Account Management, Sales, Training, Project Planning, Feature Articles, Real Estate, Public Speaking, New Business Development, Sales Management, Social Networking, Nonprofits, Customer Service, Investments, Entrepreneurship, B2B, Program Management, Start-ups, Strategy, Market Research, Business Development, Banking
Education
Thomas Edison State College 2000 — 2002
BA, History and Social Science
Roskilde Universitetscenter 1991 — 1992
International Cultural Studies Program, International Cultural Studies
Российский Государственный Педагогический Университет им. А.И. Герцена 1989 — 1992
English and German, Foreign Languages
Michael Dubie's UBS Experience March 1984 - August 2001
Job President at Dubie & Associates, LLC
Industry Defense & Space
Experience
Dubie & Associates, LLC September 2015 - Present
United States Air Force August 2012 - August 2015
State of Vermont April 2006 - August 2012
Delta Air Lines July 1989 - March 2010
Vermont National Guard September 1979 - April 2006
UBS March 1984 - August 2001
Skills
Military Operations, Leadership, Air Force, Military, Defense, Command, Risk Management, Aircraft, Flights, Training, Army, Combat, Security Clearance, National Security, Operational Planning, Government, Homeland Defense, Military Experience, DoD
Education
University of Vermont 1978 — 1982
Bachelor of Arts (B.A.), Economics
Norwich University 1997 — 1999
Master of Arts (M.A.), International Relations
Harvard Kennedy School of Government
Senior Executives in National and International Security
The George Washington University
National Security Studies Program
Dubie & Associates, LLC September 2015 - Present
United States Air Force August 2012 - August 2015
State of Vermont April 2006 - August 2012
Delta Air Lines July 1989 - March 2010
Vermont National Guard September 1979 - April 2006
UBS March 1984 - August 2001
Skills
Military Operations, Leadership, Air Force, Military, Defense, Command, Risk Management, Aircraft, Flights, Training, Army, Combat, Security Clearance, National Security, Operational Planning, Government, Homeland Defense, Military Experience, DoD
Education
University of Vermont 1978 — 1982
Bachelor of Arts (B.A.), Economics
Norwich University 1997 — 1999
Master of Arts (M.A.), International Relations
Harvard Kennedy School of Government
Senior Executives in National and International Security
The George Washington University
National Security Studies Program
Emily Winters Emily Winters's UBS Experience September 2015 - Present
Job Middle Office Operations Specialist at UBS
Industry Investment Banking
Experience
UBS September 2015 - Present
Panera Bread April 2014 - September 2015
Tennessee General Assembly September 2013 - November 2014
Kindred Films June 2013 - July 2013
Hendrix College August 2010 - May 2013
Hendrix College August 2010 - May 2013
Fleishman-Hillard Productions December 2012 - December 2012
U.S. House of Representatives June 2012 - August 2012
Hendrix College August 2011 - December 2011
Neckbone Productions September 2011 - November 2011
Skills
Higher Education, Student Development, International Relations, Politics, Student Affairs, Research, Public Speaking, Community Outreach, Tutoring, Event Planning, Student Leadership, Editing, Film History, Film Theory, Data Entry, File Management, Mail Merge, Craft Services, Proofreading, Scheduling, Social Media, Teamwork
Education
Hendrix College 2009 — 2013
International Relations, Film Studies Minor, Magna Cum Laude
University of Hyderabad 2012 — 2012
Semester Abroad
UBS September 2015 - Present
Panera Bread April 2014 - September 2015
Tennessee General Assembly September 2013 - November 2014
Kindred Films June 2013 - July 2013
Hendrix College August 2010 - May 2013
Hendrix College August 2010 - May 2013
Fleishman-Hillard Productions December 2012 - December 2012
U.S. House of Representatives June 2012 - August 2012
Hendrix College August 2011 - December 2011
Neckbone Productions September 2011 - November 2011
Skills
Higher Education, Student Development, International Relations, Politics, Student Affairs, Research, Public Speaking, Community Outreach, Tutoring, Event Planning, Student Leadership, Editing, Film History, Film Theory, Data Entry, File Management, Mail Merge, Craft Services, Proofreading, Scheduling, Social Media, Teamwork
Education
Hendrix College 2009 — 2013
International Relations, Film Studies Minor, Magna Cum Laude
University of Hyderabad 2012 — 2012
Semester Abroad
Aiko Nakano Aiko Nakano's UBS Experience September 2009 - June 2011
Job MS candidate at MIT
Industry Architecture & Planning
Experience
Höweler + Yoon Architecture December 2014 - Present
Massachusetts Institute of Technology (MIT) August 2013 - Present
Transsolar January 2014 - January 2014
Fortress Investment Group August 2011 - May 2012
UBS September 2009 - June 2011
UBS June 2008 - August 2008
Oliver Wyman January 2008 - January 2008
GE Appliances June 2007 - August 2007
MIT Media Lab January 2006 - August 2006
Skills
Financial Modeling, Investment Banking, LBO, Finance, Rapid Prototyping, Illustrator, Photoshop, InDesign, SolidWorks, Rhinoceros, HTML, CSS, Japanese, Valuation, Hedge Funds, Bloomberg
Education
Massachusetts Institute of Technology 2013 — 2015
Master of Science in Building Technology, Architecture Mechanical Engineering
Harvard University Graduate School of Design 2012 — 2013
Architecture
Massachusetts Institute of Technology 2005 — 2009
BS, Mechanical Engineering
Höweler + Yoon Architecture December 2014 - Present
Massachusetts Institute of Technology (MIT) August 2013 - Present
Transsolar January 2014 - January 2014
Fortress Investment Group August 2011 - May 2012
UBS September 2009 - June 2011
UBS June 2008 - August 2008
Oliver Wyman January 2008 - January 2008
GE Appliances June 2007 - August 2007
MIT Media Lab January 2006 - August 2006
Skills
Financial Modeling, Investment Banking, LBO, Finance, Rapid Prototyping, Illustrator, Photoshop, InDesign, SolidWorks, Rhinoceros, HTML, CSS, Japanese, Valuation, Hedge Funds, Bloomberg
Education
Massachusetts Institute of Technology 2013 — 2015
Master of Science in Building Technology, Architecture Mechanical Engineering
Harvard University Graduate School of Design 2012 — 2013
Architecture
Massachusetts Institute of Technology 2005 — 2009
BS, Mechanical Engineering
Anthony D'Ascoli, CIMA®, CRPC®'s UBS Experience June 2009 - July 2013
Job Senior Director Investments, Omega Portfolio Managment at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2013 - Present
UBS June 2009 - July 2013
Bank of America Merrill Lynch January 2000 - June 2009
Greenwich Estates LLC January 2002 - December 2004
Symantec April 1991 - September 1998
Kraft Foods Group December 1986 - December 1990
IBM December 1987 - December 1988
Combe Incorporated December 1980 - December 1986
Skills
Financial Services, Estate Investment..., 401(k) Rollovers, Relationship Management, Retirement, Retirement-Plan..., Retirement Savings, Risk Management..., Securities, Stock Due Diligence, Tax-Efficient Strategies, Wealth Management..., Wealth-Preservation..., Multigenerational..., Asset Allocation, Business-Succession..., Deferred Compensation..., Financial Advisory, Fixed Income Strategies, Insurance, Investment Strategies, Investments
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Certified Investment Management Analyst (CIMA®) Investment Management Consultants Association (IMCA)
Harvard Business School 1997 — 1997
Executive Program
Iona College 1984 — 1988
B.S. Double Major
Oppenheimer & Co. Inc. September 2013 - Present
UBS June 2009 - July 2013
Bank of America Merrill Lynch January 2000 - June 2009
Greenwich Estates LLC January 2002 - December 2004
Symantec April 1991 - September 1998
Kraft Foods Group December 1986 - December 1990
IBM December 1987 - December 1988
Combe Incorporated December 1980 - December 1986
Skills
Financial Services, Estate Investment..., 401(k) Rollovers, Relationship Management, Retirement, Retirement-Plan..., Retirement Savings, Risk Management..., Securities, Stock Due Diligence, Tax-Efficient Strategies, Wealth Management..., Wealth-Preservation..., Multigenerational..., Asset Allocation, Business-Succession..., Deferred Compensation..., Financial Advisory, Fixed Income Strategies, Insurance, Investment Strategies, Investments
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Certified Investment Management Analyst (CIMA®) Investment Management Consultants Association (IMCA)
Harvard Business School 1997 — 1997
Executive Program
Iona College 1984 — 1988
B.S. Double Major
Alexandra Bonvouloir's UBS Experience January 2013 - May 2013
Job Business Analyst, Strategy & Operations at Deloitte
Industry Marketing and Advertising
Experience
Deloitte August 2014 - Present
Ivanka Trump June 2014 - August 2014
The George Washington University School of Business January 2011 - May 2014
GW Women in Business November 2013 - April 2014
L'Oréal May 2013 - August 2013
UBS January 2013 - May 2013
Stella McCartney September 2012 - October 2012
Grant & Eisenhofer PA May 2012 - August 2012
PBS Nightly Business Report January 2012 - May 2012
Skills
Event Management, Public Relations, Microsoft Excel, Advertising, Public Speaking, Competitive Analysis, Luxury Brand Marketing, Market Research, Marketing Strategy, Event Planning, Marketing Communications, Analytics, Chinese culture, Social Media Marketing, Product Marketing, Mandarin, Digital Marketing, Beauty, Program Management, Strategic Partnerships, Fragrance, Collaborative Solutions, Tableau
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration
American University of Paris 2012 — 2012
Study Abroad
Zhejiang Univeristy, 浙江大学 2007 — 2008
Harvard University
Deloitte August 2014 - Present
Ivanka Trump June 2014 - August 2014
The George Washington University School of Business January 2011 - May 2014
GW Women in Business November 2013 - April 2014
L'Oréal May 2013 - August 2013
UBS January 2013 - May 2013
Stella McCartney September 2012 - October 2012
Grant & Eisenhofer PA May 2012 - August 2012
PBS Nightly Business Report January 2012 - May 2012
Skills
Event Management, Public Relations, Microsoft Excel, Advertising, Public Speaking, Competitive Analysis, Luxury Brand Marketing, Market Research, Marketing Strategy, Event Planning, Marketing Communications, Analytics, Chinese culture, Social Media Marketing, Product Marketing, Mandarin, Digital Marketing, Beauty, Program Management, Strategic Partnerships, Fragrance, Collaborative Solutions, Tableau
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration
American University of Paris 2012 — 2012
Study Abroad
Zhejiang Univeristy, 浙江大学 2007 — 2008
Harvard University
Erin Petry Erin Petry's UBS Experience May 2013 - August 2013
Job Summer Sales and Trading Analyst at Morgan Stanley
Industry
Experience
Morgan Stanley June 2015 - Present
Harvard University January 2015 - May 2015
Center for Education Policy Research at Harvard University January 2014 - November 2014
Ministry of Economy and Regional Development, Republic of Serbia May 2014 - July 2014
UBS May 2013 - August 2013
Education
Harvard University 2013 — 2016
BA, Applied Mathematics
Middlebury College
New Trier High School
Morgan Stanley June 2015 - Present
Harvard University January 2015 - May 2015
Center for Education Policy Research at Harvard University January 2014 - November 2014
Ministry of Economy and Regional Development, Republic of Serbia May 2014 - July 2014
UBS May 2013 - August 2013
Education
Harvard University 2013 — 2016
BA, Applied Mathematics
Middlebury College
New Trier High School
Jack Gao Yang Jack Gao Yang's UBS Experience May 2008 - August 2008
Job Summer Associate at Albright Stonebridge Group
Industry Financial Services
Experience
Albright Stonebridge Group June 2015 - August 2015
Bloomberg News July 2012 - July 2014
Bloomberg July 2011 - June 2012
Bloomberg L.P. July 2010 - July 2011
OANDA May 2009 - July 2009
UBS May 2008 - August 2008
Skills
Bloomberg, Fixed Income, Equities, Financial Markets, Emerging Markets, FX Options, Equity Research, Capital Markets, Commodity, Foreign Exchange, Soccer, Accordion, Guitar, Public Policy, International Trade, International Relations, Breaking News, Economics, Analysis, Valuation
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master of Public Administration in International Development, advanced microeconomics, advanced macroeconomics, econometrics, development policy
Singapore Management University 2006 — 2010
Bachlor of science, Economics
University of Victoria 2008 — 2008
International exchange, Economic history
Albright Stonebridge Group June 2015 - August 2015
Bloomberg News July 2012 - July 2014
Bloomberg July 2011 - June 2012
Bloomberg L.P. July 2010 - July 2011
OANDA May 2009 - July 2009
UBS May 2008 - August 2008
Skills
Bloomberg, Fixed Income, Equities, Financial Markets, Emerging Markets, FX Options, Equity Research, Capital Markets, Commodity, Foreign Exchange, Soccer, Accordion, Guitar, Public Policy, International Trade, International Relations, Breaking News, Economics, Analysis, Valuation
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master of Public Administration in International Development, advanced microeconomics, advanced macroeconomics, econometrics, development policy
Singapore Management University 2006 — 2010
Bachlor of science, Economics
University of Victoria 2008 — 2008
International exchange, Economic history
Eric Keren Li Eric Keren Li's UBS Experience July 2013 - July 2013
Job Passionate and proactive Bruin committed to financial services industry
Industry Accounting
Experience
UCLA Student Accounting Society January 2014 - June 2015
Northwestern Mutual June 2014 - August 2014
UBS July 2013 - July 2013
AUIA Taiwan July 2012 - August 2012
Citi January 2011 - February 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics (Honors)
Harvard University 2014 — 2014
Undergraduate Visiting, Economics
The University of Hong Kong 2013 — 2013
GBIA Summer School, Global Business and Management
U-Link College of International Culture 2009 — 2011
High School, GCE Cambridge A-Levels
UCLA Student Accounting Society January 2014 - June 2015
Northwestern Mutual June 2014 - August 2014
UBS July 2013 - July 2013
AUIA Taiwan July 2012 - August 2012
Citi January 2011 - February 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics (Honors)
Harvard University 2014 — 2014
Undergraduate Visiting, Economics
The University of Hong Kong 2013 — 2013
GBIA Summer School, Global Business and Management
U-Link College of International Culture 2009 — 2011
High School, GCE Cambridge A-Levels
Hannes Frey Hannes Frey's UBS Experience 1985 - 2000
Job Director, Board Advisor
Industry Executive Office
Experience
Tigurian Atlantic Company 2012 - Present
March Limited 2004 - December 2011
Novartis 2001 - 2003
UBS 1985 - 2000
Swiss Institute of New York 1992 - 1999
Schweizer Journal 1977 - 1983
Education
University of Oxford 2014 — 2016
Enrolled in Master's Program, Literature and Arts
University of Oxford 2010 — 2011
Postgraduate Certificate, Historical Studies
Harvard Business School 1983 — 1985
MBA, Business Administration
Universität Zürich 1977 — 1982
Master of Law (lic iur), Law
Tigurian Atlantic Company 2012 - Present
March Limited 2004 - December 2011
Novartis 2001 - 2003
UBS 1985 - 2000
Swiss Institute of New York 1992 - 1999
Schweizer Journal 1977 - 1983
Education
University of Oxford 2014 — 2016
Enrolled in Master's Program, Literature and Arts
University of Oxford 2010 — 2011
Postgraduate Certificate, Historical Studies
Harvard Business School 1983 — 1985
MBA, Business Administration
Universität Zürich 1977 — 1982
Master of Law (lic iur), Law
James Tasca's UBS Experience January 2015 - April 2015
Job Business Development Representative at NetSuite
Industry Marketing and Advertising
Experience
NetSuite July 2015 - Present
UBS January 2015 - April 2015
RDW Group May 2014 - August 2014
Skills
Microsoft Office, Customer Service, Research, Teamwork, Public Speaking, English, Highly detail oriented, Organization, Highly personable, Goal Oriented, Communication Skills, Sales, Marketing, Time Management, Training, Business Development, Customer Satisfaction, Piping, Communication, Event Planning, Facebook, Leadership, Social Networking
Education
High Point University
Bachelor of Science in Business Administration (B.S.B.A.) Minor in Economics, Business Administration and Management, General, Junior
Portsmouth Abbey
General Studies, High School/Secondary Diplomas and Certificates
University of Newcastle
Study Abroad, Business Administration and Management, General
NetSuite July 2015 - Present
UBS January 2015 - April 2015
RDW Group May 2014 - August 2014
Skills
Microsoft Office, Customer Service, Research, Teamwork, Public Speaking, English, Highly detail oriented, Organization, Highly personable, Goal Oriented, Communication Skills, Sales, Marketing, Time Management, Training, Business Development, Customer Satisfaction, Piping, Communication, Event Planning, Facebook, Leadership, Social Networking
Education
High Point University
Bachelor of Science in Business Administration (B.S.B.A.) Minor in Economics, Business Administration and Management, General, Junior
Portsmouth Abbey
General Studies, High School/Secondary Diplomas and Certificates
University of Newcastle
Study Abroad, Business Administration and Management, General
Lena Ren's UBS Experience 2012 - 2013
Job Digital planning and strategy for Saks.com, Saks Fifth Avenue Corporate
Industry Retail
Experience
Saks Fifth Avenue August 2015 - Present
Saks Fifth Avenue 2014 - Present
Saks Fifth Avenue 2013 - 2014
UBS 2012 - 2013
Chinese Ministry of Education 2011 - 2012
Smart Woman Securities, Yale Chapter 2009 - 2011
Skills
Mandarin, Chinese, Economics, Bloomberg, Financial Modeling, Corporate Finance, Data Analysis, Microsoft Excel, Investment Banking, Finance, Valuation, Analytics, Analysis, Investments, Leadership
Education
Yale University
B.A., cum laude, East Asian Studies with distinction
Renmin University of China 2011 — 2012
Year abroad, Chinese, Chinese economy
Peking University 2009 — 2009
Yale-PKU Joint Undergraduate Program
Harvard University 2008 — 2008
Harvard-Beijing Academy, Chinese language
Saks Fifth Avenue August 2015 - Present
Saks Fifth Avenue 2014 - Present
Saks Fifth Avenue 2013 - 2014
UBS 2012 - 2013
Chinese Ministry of Education 2011 - 2012
Smart Woman Securities, Yale Chapter 2009 - 2011
Skills
Mandarin, Chinese, Economics, Bloomberg, Financial Modeling, Corporate Finance, Data Analysis, Microsoft Excel, Investment Banking, Finance, Valuation, Analytics, Analysis, Investments, Leadership
Education
Yale University
B.A., cum laude, East Asian Studies with distinction
Renmin University of China 2011 — 2012
Year abroad, Chinese, Chinese economy
Peking University 2009 — 2009
Yale-PKU Joint Undergraduate Program
Harvard University 2008 — 2008
Harvard-Beijing Academy, Chinese language
Andrew Dexter Andrew Dexter's UBS Experience August 1988 - February 1990
Job Portfolio Manager at HAP Capital
Industry Investment Management
Experience
HAP Capital March 2011 - March 2014
LaBranche & Co. June 2009 - February 2011
Bear Stearns, Inc April 2002 - October 2009
CIBC June 1996 - November 2001
Bank of America March 1990 - March 1996
UBS August 1988 - February 1990
Skills
FX Options, FX Derivatives, Financial Modeling, Mathematical Modeling, Proprietary Trading, Trading Systems, Market Making, ETFs, Precious Metals, Emerging Markets, Absolute Return, Relative Value, Tactical Asset..., Global Macro, Manager Selection, Alternative Investments, Options, Financial Markets, Hedge Funds, Volatility, Fixed Income, Bloomberg, Equities, Trading
Education
The Open University 2010 — 2013
MSc, Mathematics, Distinction
Harvard University 1984 — 1988
AB, Economics
HAP Capital March 2011 - March 2014
LaBranche & Co. June 2009 - February 2011
Bear Stearns, Inc April 2002 - October 2009
CIBC June 1996 - November 2001
Bank of America March 1990 - March 1996
UBS August 1988 - February 1990
Skills
FX Options, FX Derivatives, Financial Modeling, Mathematical Modeling, Proprietary Trading, Trading Systems, Market Making, ETFs, Precious Metals, Emerging Markets, Absolute Return, Relative Value, Tactical Asset..., Global Macro, Manager Selection, Alternative Investments, Options, Financial Markets, Hedge Funds, Volatility, Fixed Income, Bloomberg, Equities, Trading
Education
The Open University 2010 — 2013
MSc, Mathematics, Distinction
Harvard University 1984 — 1988
AB, Economics
Jonathan Dekker Jonathan Dekker's UBS Experience June 2011 - August 2011
Job Institutional Trader at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. March 2012 - Present
University of Wisconsin-Madison July 2010 - July 2012
UBS June 2011 - August 2011
United Football League September 2009 - July 2010
Morgan Stanley Smith Barney June 2009 - September 2009
National Football League May 2006 - February 2009
Skills
Equity Research, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Equities, Trading, Bloomberg, Finance, Valuation, Investments, Leadership, Data Analysis, Portfolio Management, Corporate Finance, Market Research, Analysis, Statistics, Risk Management, Asset Management, Strategic Planning, Private Equity
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
MBA, Applied Security Analysis
Harvard Business School 2008 — 2008
Certificate, NFL Brusiness and Entrepreneur Program
Princeton University 2002 — 2006
B.A., Psychology
Robert W. Baird & Co. March 2012 - Present
University of Wisconsin-Madison July 2010 - July 2012
UBS June 2011 - August 2011
United Football League September 2009 - July 2010
Morgan Stanley Smith Barney June 2009 - September 2009
National Football League May 2006 - February 2009
Skills
Equity Research, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Equities, Trading, Bloomberg, Finance, Valuation, Investments, Leadership, Data Analysis, Portfolio Management, Corporate Finance, Market Research, Analysis, Statistics, Risk Management, Asset Management, Strategic Planning, Private Equity
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
MBA, Applied Security Analysis
Harvard Business School 2008 — 2008
Certificate, NFL Brusiness and Entrepreneur Program
Princeton University 2002 — 2006
B.A., Psychology
Allen Damon Allen Damon's UBS Experience 2009 - Present
Job Private Wealth Advisor at UBS
Industry Financial Services
Experience
UBS 2009 - Present
Goldman Sachs 1995 - 2009
Windermere Associates 1993 - 1994
Trammell Crow Company 1987 - 1992
EcoPlan International 1983 - 1985
Education
Harvard Business School 1985 — 1987
MBA
University of Paris - Sorbonne 1984 — 1985
Cours de Civilisation Française
Yale University 1978 — 1982
BA, Double Major in Economics & History
Deerfield Academy 1975 — 1978
Punahou School 1966 — 1975
UBS 2009 - Present
Goldman Sachs 1995 - 2009
Windermere Associates 1993 - 1994
Trammell Crow Company 1987 - 1992
EcoPlan International 1983 - 1985
Education
Harvard Business School 1985 — 1987
MBA
University of Paris - Sorbonne 1984 — 1985
Cours de Civilisation Française
Yale University 1978 — 1982
BA, Double Major in Economics & History
Deerfield Academy 1975 — 1978
Punahou School 1966 — 1975
Louis J Croce Louis J Croce's UBS Experience April 1990 - Present
Job Managing Director Wealth Management
Industry Financial Services
Experience
UBS April 1990 - Present
Education
Hobart and William Smith Colleges 1978 — 1982
BA, Economics
UBS April 1990 - Present
Education
Hobart and William Smith Colleges 1978 — 1982
BA, Economics
Brett Winkler's UBS Experience April 1986 - April 1995
Job SVP CIO
Industry Financial Services
Experience
Myrial Financials April 1995 - Present
UBS April 1986 - April 1995
Skills
Acquisition Integration, Process Engineering, CIOs, Cisco Technologies, Accounts Receivable, Information Technology, Technology, cto, Executive Management, E-commerce, IT Strategy, Vendor Management, Business Analysis, Telecommunications, Integration
Education
Harvard University 1980 — 1985
Bachelor's degree, Finance, General
Myrial Financials April 1995 - Present
UBS April 1986 - April 1995
Skills
Acquisition Integration, Process Engineering, CIOs, Cisco Technologies, Accounts Receivable, Information Technology, Technology, cto, Executive Management, E-commerce, IT Strategy, Vendor Management, Business Analysis, Telecommunications, Integration
Education
Harvard University 1980 — 1985
Bachelor's degree, Finance, General
Landon Harris Landon Harris's UBS Experience April 2013 - May 2013
Job Lending Project Manager at BB&T
Industry Financial Services
Experience
BB&T June 2015 - Present
BB&T January 2015 - June 2015
BB&T January 2014 - December 2014
Davie County Economic Development Commission May 2013 - August 2013
UBS April 2013 - May 2013
Skills
Customer Service, Teamwork, Social Media, Time Management, Research, Leadership, Team Leadership, Data Analysis, Financial Analysis, Analysis
Education
High Point University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
BB&T June 2015 - Present
BB&T January 2015 - June 2015
BB&T January 2014 - December 2014
Davie County Economic Development Commission May 2013 - August 2013
UBS April 2013 - May 2013
Skills
Customer Service, Teamwork, Social Media, Time Management, Research, Leadership, Team Leadership, Data Analysis, Financial Analysis, Analysis
Education
High Point University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Alex Hudak Alex Hudak's UBS Experience June 2012 - August 2012
Job Analyst at Junius Real Estate Partners
Industry Financial Services
Experience
Junius Real Estate Partners August 2015 - Present
J.P. Morgan July 2013 - August 2015
UBS June 2012 - August 2012
Skills
Microsoft Excel
Education
Haverford College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Junius Real Estate Partners August 2015 - Present
J.P. Morgan July 2013 - August 2015
UBS June 2012 - August 2012
Skills
Microsoft Excel
Education
Haverford College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Jean Vitaldo Louis Jean Vitaldo Louis's UBS Experience January 2009 - June 2009
Job . en RBS Citizens Financial Group
Industry Investment Banking
Experience
RBS Citizens Financial Group January 2013 - February 2015
Commonwealth of Puerto Rico, Department of the Treasury January 2012 - June 2012
San Juan Asset Management, Inc. December 2010 - March 2011
UBS January 2009 - June 2009
Skills
Marketing Strategy, Market Research, Strategic Planning, Marketing, New Business Development, Entrepreneurship, Microsoft Office, Negotiation, Banking, Investment Banking, Investments, Bloomberg
Education
Harvard University
Universidad del Sagrado Corazón 2009 — 2012
Master of Business Administration (MBA)
Universidad de Navarra 2011 — 2011
Universidad del Sagrado Corazón 2004 — 2009
Bachelor of Business Administration (BBA)
RBS Citizens Financial Group January 2013 - February 2015
Commonwealth of Puerto Rico, Department of the Treasury January 2012 - June 2012
San Juan Asset Management, Inc. December 2010 - March 2011
UBS January 2009 - June 2009
Skills
Marketing Strategy, Market Research, Strategic Planning, Marketing, New Business Development, Entrepreneurship, Microsoft Office, Negotiation, Banking, Investment Banking, Investments, Bloomberg
Education
Harvard University
Universidad del Sagrado Corazón 2009 — 2012
Master of Business Administration (MBA)
Universidad de Navarra 2011 — 2011
Universidad del Sagrado Corazón 2004 — 2009
Bachelor of Business Administration (BBA)
Andrew Kelley Andrew Kelley's UBS Experience September 2003 - May 2009
Job VP Corporate Development at Omnitracs LLC
Industry Information Technology and Services
Experience
Omnitracs LLC April 2014 - Present
Dell February 2011 - April 2014
America's Growth Capital October 2009 - December 2010
UBS September 2003 - May 2009
IBM June 2002 - August 2003
Goldman Sachs August 2000 - December 2000
Virtual Ink May 1997 - August 2000
Skills
New Business Development, Emerging Markets, Corporate Finance, Venture Capital, Private Equity, Business Development, Strategic Partnerships, M&A, Strategy, Entrepreneurship, Acquisitions, Investments, Mergers & Acquisitions, Enterprise Software, Executive Management, Leadership, Business Planning
Education
Harvard Business School 2001 — 2002
MBA, Business
MIT 1996 — 1998
MS, Mechanical Engineering
North Carolina State University 1993 — 1996
BS, Mechanical Engineering
way back when
Omnitracs LLC April 2014 - Present
Dell February 2011 - April 2014
America's Growth Capital October 2009 - December 2010
UBS September 2003 - May 2009
IBM June 2002 - August 2003
Goldman Sachs August 2000 - December 2000
Virtual Ink May 1997 - August 2000
Skills
New Business Development, Emerging Markets, Corporate Finance, Venture Capital, Private Equity, Business Development, Strategic Partnerships, M&A, Strategy, Entrepreneurship, Acquisitions, Investments, Mergers & Acquisitions, Enterprise Software, Executive Management, Leadership, Business Planning
Education
Harvard Business School 2001 — 2002
MBA, Business
MIT 1996 — 1998
MS, Mechanical Engineering
North Carolina State University 1993 — 1996
BS, Mechanical Engineering
way back when
Ben Hur Gomez's UBS Experience June 2010 - August 2010
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley June 2011 - March 2014
UBS June 2010 - August 2010
Skills
Microsoft Excel, VBA, C, PHP, SQL, XHTML, Bloomberg, Equities, Equity Research, Financial Modeling
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Morgan Stanley April 2014 - Present
Morgan Stanley June 2011 - March 2014
UBS June 2010 - August 2010
Skills
Microsoft Excel, VBA, C, PHP, SQL, XHTML, Bloomberg, Equities, Equity Research, Financial Modeling
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics
James Reddinger James Reddinger's UBS Experience 2004 - September 2010
Job COO and CFO at Stabilis Energy
Industry Oil & Energy
Experience
Stabilis Energy, LLC May 2013 - Present
UBS 2004 - September 2010
Credit Suisse First Boston 1998 - 2004
Furash & Company 1993 - 1996
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Financial Analysis, Entrepreneurship, Business Strategy, Due Diligence, Start-ups, Financial Modeling, Business Planning, Private Placements, Mergers, Corporate Finance, Business Modeling, Finance, Strategic Partnerships, Fundraising, Entrepreneur
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Accounting, Management
Harvard University 1989 — 1993
Bachelor of Arts (B.A.)
McDowell High School 1985 — 1989
Stabilis Energy, LLC May 2013 - Present
UBS 2004 - September 2010
Credit Suisse First Boston 1998 - 2004
Furash & Company 1993 - 1996
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Financial Analysis, Entrepreneurship, Business Strategy, Due Diligence, Start-ups, Financial Modeling, Business Planning, Private Placements, Mergers, Corporate Finance, Business Modeling, Finance, Strategic Partnerships, Fundraising, Entrepreneur
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Accounting, Management
Harvard University 1989 — 1993
Bachelor of Arts (B.A.)
McDowell High School 1985 — 1989
Daniella Yacobovsky Daniella Yacobovsky's UBS Experience 2004 - 2006
Job CoFounder at BaubleBar Inc.
Industry Retail
Experience
BaubleBar Inc. June 2010 - Present
American Capital July 2006 - June 2008
UBS 2004 - 2006
Skills
Corporate Development, Venture Capital, Valuation, Private Equity, Financial Modeling, Due Diligence, E-commerce, Entrepreneurship, Strategy, Emerging Markets, LBO, Corporate Finance, Business Development, Investment Banking, Business Strategy, Strategic Partnerships, Start-ups
Education
Harvard Business School 2008 — 2010
MBA
University of Pennsylvania 2000 — 2004
BSe
BaubleBar Inc. June 2010 - Present
American Capital July 2006 - June 2008
UBS 2004 - 2006
Skills
Corporate Development, Venture Capital, Valuation, Private Equity, Financial Modeling, Due Diligence, E-commerce, Entrepreneurship, Strategy, Emerging Markets, LBO, Corporate Finance, Business Development, Investment Banking, Business Strategy, Strategic Partnerships, Start-ups
Education
Harvard Business School 2008 — 2010
MBA
University of Pennsylvania 2000 — 2004
BSe
Matthew Gatton Matthew Gatton's UBS Experience November 2009 - October 2013
Job
Industry Information Technology and Services
Experience
Elcom November 2013 - Present
UBS November 2009 - October 2013
NCPHS September 2009 - October 2009
First Republic Bank April 2008 - August 2009
First Republic Bank August 2007 - March 2008
Robert Half Technology February 2007 - July 2007
Jamba Juice August 2006 - January 2007
DPI June 2004 - July 2006
CompUSA November 2000 - October 2003
Skills
Computer Hardware, Troubleshooting, Windows 7, Outlook, Microsoft Office, Disaster Recovery, IT Management, Hardware, Networking, VPN, Telecommunications, Avaya IP Telephony, Nortel Meridian, IP PBX, Software Installation, Help Desk Support, Project Management, Technical Support
Education
Heald College 2002 — 2002
Associate in Applied Science Degree, Network Technology
Heald College 2000 — 2002
Associate in Applied Science Degree, Computer Technology
Elcom November 2013 - Present
UBS November 2009 - October 2013
NCPHS September 2009 - October 2009
First Republic Bank April 2008 - August 2009
First Republic Bank August 2007 - March 2008
Robert Half Technology February 2007 - July 2007
Jamba Juice August 2006 - January 2007
DPI June 2004 - July 2006
CompUSA November 2000 - October 2003
Skills
Computer Hardware, Troubleshooting, Windows 7, Outlook, Microsoft Office, Disaster Recovery, IT Management, Hardware, Networking, VPN, Telecommunications, Avaya IP Telephony, Nortel Meridian, IP PBX, Software Installation, Help Desk Support, Project Management, Technical Support
Education
Heald College 2002 — 2002
Associate in Applied Science Degree, Network Technology
Heald College 2000 — 2002
Associate in Applied Science Degree, Computer Technology
Aja Berger Aja Berger's UBS Experience October 1998 - March 2002
Job Owner Inventor Designer
Industry Design
Experience
Lalibella LLc June 2010 - Present
Self-emoloyed October 2009 - January 2014
ESOA 2013 - 2014
AJArt February 2004 - October 2009
UBS October 1998 - March 2002
Brokerage Services 1983 - 1989
Skills
Books, Project Planning, Projects, Creative Writing, Editing, Publishing, Social Media, Public Speaking, Freelance Writing, Social Networking, Copywriting, Creative Direction, Proofreading
Education
Harvard University 1974 — 1979
Political Science and Government, Psychology
University of Massachusetts Boston 1972 — 1973
Linguistics & Psychology
Université de la Sorbonne 1971 — 1972
La Civilisation Française
Lalibella LLc June 2010 - Present
Self-emoloyed October 2009 - January 2014
ESOA 2013 - 2014
AJArt February 2004 - October 2009
UBS October 1998 - March 2002
Brokerage Services 1983 - 1989
Skills
Books, Project Planning, Projects, Creative Writing, Editing, Publishing, Social Media, Public Speaking, Freelance Writing, Social Networking, Copywriting, Creative Direction, Proofreading
Education
Harvard University 1974 — 1979
Political Science and Government, Psychology
University of Massachusetts Boston 1972 — 1973
Linguistics & Psychology
Université de la Sorbonne 1971 — 1972
La Civilisation Française
Gwen Campbell's UBS Experience January 2004 - August 2008
Job Managing Director at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2008 - Present
UBS January 2004 - August 2008
Goldman Sachs 1991 - 2004
Skills
Hedge Funds, Investments, Equities, Private Equity, Asset Allocation, Investment Strategies, Due Diligence, Wealth Management, Venture Capital, Mergers & Acquisitions, Mutual Funds, Options, Financial Advisory, Strategy, Risk Management, Investment Banking, Investment Management, Finance, Wealth Management..., Equity Derivatives, IPO, Alternative Investments, Entrepreneurship, Fixed Income, Estate Planning, Capital Markets, Securities, Asset Management, Financial Modeling, Portfolio Management, Start-ups, Valuation, Management, Executive Management, Series 7, New Business Development
Education
Harvard Business School 1996 — 1997
MBA
University of Pennsylvania 1987 — 1991
BS and BA Dual Degree
University of Pennsylvania - The Wharton School 1987 — 1991
BS and BA
Merrill Lynch August 2008 - Present
UBS January 2004 - August 2008
Goldman Sachs 1991 - 2004
Skills
Hedge Funds, Investments, Equities, Private Equity, Asset Allocation, Investment Strategies, Due Diligence, Wealth Management, Venture Capital, Mergers & Acquisitions, Mutual Funds, Options, Financial Advisory, Strategy, Risk Management, Investment Banking, Investment Management, Finance, Wealth Management..., Equity Derivatives, IPO, Alternative Investments, Entrepreneurship, Fixed Income, Estate Planning, Capital Markets, Securities, Asset Management, Financial Modeling, Portfolio Management, Start-ups, Valuation, Management, Executive Management, Series 7, New Business Development
Education
Harvard Business School 1996 — 1997
MBA
University of Pennsylvania 1987 — 1991
BS and BA Dual Degree
University of Pennsylvania - The Wharton School 1987 — 1991
BS and BA
Kurt Stephens's UBS Experience April 1994 - February 2000
Job Senior Software Engineer at DRW Trading Group
Industry Computer Software
Experience
DRW Trading Group March 2014 - Present
EnovaFinancial.com December 2006 - March 2014
Enova Financial December 2006 - March 2014
EnovaFinancial.com 2008 - 2009
Umleta.com May 2006 - December 2006
World Choice Travel, Inc. / Travelocity June 2003 - January 2005
Parlano, Inc. February 2000 - February 2001
UBS April 1994 - February 2000
SBC Warburg Dillon Read 1994 - 1999
Motorola, Inc. May 1988 - January 1994
Skills
Ruby, Perl, Ruby on Rails, PostgreSQL, Software Development, SQL, Apache, Unix, Software Design, MySQL, Linux, SOAP, Subversion, Java, XML, Git, Agile Methodologies, Objective-C, Bash, TCP/IP, C++, C, HTML, CVS, UML, Oracle, Lisp, Emacs, Solaris, Clojure, Sinatra, MongoDB
Education
Harper College 1987 — 1989
DRW Trading Group March 2014 - Present
EnovaFinancial.com December 2006 - March 2014
Enova Financial December 2006 - March 2014
EnovaFinancial.com 2008 - 2009
Umleta.com May 2006 - December 2006
World Choice Travel, Inc. / Travelocity June 2003 - January 2005
Parlano, Inc. February 2000 - February 2001
UBS April 1994 - February 2000
SBC Warburg Dillon Read 1994 - 1999
Motorola, Inc. May 1988 - January 1994
Skills
Ruby, Perl, Ruby on Rails, PostgreSQL, Software Development, SQL, Apache, Unix, Software Design, MySQL, Linux, SOAP, Subversion, Java, XML, Git, Agile Methodologies, Objective-C, Bash, TCP/IP, C++, C, HTML, CVS, UML, Oracle, Lisp, Emacs, Solaris, Clojure, Sinatra, MongoDB
Education
Harper College 1987 — 1989
Dolores Sparr's UBS Experience March 2007 - September 2007
Job Program Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
eMindful June 2008 - Present
Gennari Consulting Inc June 1999 - Present
General Atlantic July 2012 - December 2012
TD Bank February 2009 - April 2012
JPMorgan Chase September 2007 - August 2008
UBS March 2007 - September 2007
Acai Solutions October 2006 - March 2007
JP Morgan 2003 - 2006
Bessemer Trust 2000 - 2003
Skills
Governance, Business Process..., Project Management, Program Management, Portfolio Management, Process Improvement, IT Strategy, Data Warehousing, Requirements Analysis, SDLC, Fixed Income, Financial Services, Business Analysis, Derivatives, PMO, Enterprise Architecture, Risk Management, Banking, Vendor Management, Business Process..., CRM, Strategy, Integration
Education
Harvard University 1980 — 1983
C.S.S., Administration and Management
LIU Post
M.S., Mathematics and Education
University of California, Berkeley
A.B., Mathematics
Morgan Stanley February 2013 - Present
eMindful June 2008 - Present
Gennari Consulting Inc June 1999 - Present
General Atlantic July 2012 - December 2012
TD Bank February 2009 - April 2012
JPMorgan Chase September 2007 - August 2008
UBS March 2007 - September 2007
Acai Solutions October 2006 - March 2007
JP Morgan 2003 - 2006
Bessemer Trust 2000 - 2003
Skills
Governance, Business Process..., Project Management, Program Management, Portfolio Management, Process Improvement, IT Strategy, Data Warehousing, Requirements Analysis, SDLC, Fixed Income, Financial Services, Business Analysis, Derivatives, PMO, Enterprise Architecture, Risk Management, Banking, Vendor Management, Business Process..., CRM, Strategy, Integration
Education
Harvard University 1980 — 1983
C.S.S., Administration and Management
LIU Post
M.S., Mathematics and Education
University of California, Berkeley
A.B., Mathematics
Jonathan Kastin's UBS Experience April 2010 - April 2013
Job Head of Mortgages and Banking Products Technology for UBS AG — Luxoft Managed Service
Industry Banking
Experience
Luxoft July 2015 - Present
JPMorgan Chase April 2013 - June 2015
UBS April 2010 - April 2013
UBS September 2006 - April 2010
Moravian College August 2002 - August 2004
Skills
Fixed Income, Business Analysis, Derivatives, SQL, Software Project..., Equities, Risk Management, Business Intelligence, Credit Derivatives, Microsoft SQL Server, Investment Banking, Mortgage Industry, Project Management, SSRS, Databases, Capital Markets, SQL Server, MBS, Sybase ASE, Offshoring, Excel, Sybase, Financial Risk, Structured Products, Trading, Analytics, Credit Risk
Education
The Graduate Center, City University of New York 1991 — 2002
M.A., M.Phil., Philosophy
Harvard University 1986 — 1990
B.A., Philosophy
New Dorp High School 1982 — 1986
Luxoft July 2015 - Present
JPMorgan Chase April 2013 - June 2015
UBS April 2010 - April 2013
UBS September 2006 - April 2010
Moravian College August 2002 - August 2004
Skills
Fixed Income, Business Analysis, Derivatives, SQL, Software Project..., Equities, Risk Management, Business Intelligence, Credit Derivatives, Microsoft SQL Server, Investment Banking, Mortgage Industry, Project Management, SSRS, Databases, Capital Markets, SQL Server, MBS, Sybase ASE, Offshoring, Excel, Sybase, Financial Risk, Structured Products, Trading, Analytics, Credit Risk
Education
The Graduate Center, City University of New York 1991 — 2002
M.A., M.Phil., Philosophy
Harvard University 1986 — 1990
B.A., Philosophy
New Dorp High School 1982 — 1986
Hilary Mencher Stark's UBS Experience 1993 - 1995
Job College Consulting Services Professional
Industry Financial Services
Experience
Greenwich Education Group September 2014 - Present
Lehman Brothers May 2007 - October 2008
UBS 1993 - 1995
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA)
Wellesley College 1979 — 1983
BA, Economics
Greenwich Education Group September 2014 - Present
Lehman Brothers May 2007 - October 2008
UBS 1993 - 1995
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA)
Wellesley College 1979 — 1983
BA, Economics
Taz Tagore's UBS Experience August 2001 - August 2002
Job executive director/founder at the reciprocity foundation
Industry Nonprofit Organization Management
Experience
the reciprocity foundation Freelance WriterVarious1991 - Present
ESI Design August 2002 - June 2005
UBS Investment Bank 2002 - 2003
UBS August 2001 - August 2002
Harvard Business School 2001 - 2002
Boston Consulting Group 1997 - 1999
Education
Harvard Business School 1999 — 2001
Queen's University 1991 — 1995
the reciprocity foundation Freelance WriterVarious1991 - Present
ESI Design August 2002 - June 2005
UBS Investment Bank 2002 - 2003
UBS August 2001 - August 2002
Harvard Business School 2001 - 2002
Boston Consulting Group 1997 - 1999
Education
Harvard Business School 1999 — 2001
Queen's University 1991 — 1995
Susan Potok Harrison's UBS Experience February 2003 - March 2005
Job Entrepreneur, CEO & Founder SusanSweats
Industry Health, Wellness and Fitness
Experience
Alternative Investment Management, LLC November 2009 - July 2010
Quinlan Private August 2006 - November 2009
Stone & Youngberg Asset Management March 2005 - July 2006
UBS February 2003 - March 2005
Goldman Sachs August 1996 - October 2001
EDS 1991 - 1994
Skills
Private Equity, Alternative Investments, Financial Modeling, Strategy, Portfolio Management, Asset Management, Hedge Funds, Due Diligence, Investments, Start-ups, Strategic Planning, Asset Managment, Venture Capital, Valuation, Equities, Management
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA), Business
University of Michigan 1987 — 1991
BA, Comparative Literature, Honors College
Alternative Investment Management, LLC November 2009 - July 2010
Quinlan Private August 2006 - November 2009
Stone & Youngberg Asset Management March 2005 - July 2006
UBS February 2003 - March 2005
Goldman Sachs August 1996 - October 2001
EDS 1991 - 1994
Skills
Private Equity, Alternative Investments, Financial Modeling, Strategy, Portfolio Management, Asset Management, Hedge Funds, Due Diligence, Investments, Start-ups, Strategic Planning, Asset Managment, Venture Capital, Valuation, Equities, Management
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA), Business
University of Michigan 1987 — 1991
BA, Comparative Literature, Honors College
Mika Kishimoto's UBS Experience April 2012 - July 2015
Job Director, CoE Reward Advisor at UBS
Industry Investment Management
Experience
UBS April 2012 - July 2015
UBS September 2001 - April 2012
KPMG February 1998 - December 1999
Yendo Associates 1993 - January 1998
Skills
Human Resources, Financial Services, Project Management, Performance Management, Talent Management, Compensations, Deferred Compensation, Human Capital Management, Reorganisation, Training, HRIS, Strategy, Talent Acquisition, Strategic Planning
Education
Thunderbird School of Global Management 2000 — 2001
MBA/MIM, Honors
Haverford College 1989 — 1993
BA, Psychology
ASIJ
high school diploma
Rye Country Day School
UBS April 2012 - July 2015
UBS September 2001 - April 2012
KPMG February 1998 - December 1999
Yendo Associates 1993 - January 1998
Skills
Human Resources, Financial Services, Project Management, Performance Management, Talent Management, Compensations, Deferred Compensation, Human Capital Management, Reorganisation, Training, HRIS, Strategy, Talent Acquisition, Strategic Planning
Education
Thunderbird School of Global Management 2000 — 2001
MBA/MIM, Honors
Haverford College 1989 — 1993
BA, Psychology
ASIJ
high school diploma
Rye Country Day School
David Chako's UBS Experience May 1997 - August 2004
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley September 2015 - Present
Bridge2Solutions August 2013 - July 2015
Markit May 2007 - March 2011
Merrill Lynch August 2004 - May 2007
UBS May 1997 - August 2004
Goldman Sachs May 1992 - May 1997
First Boston Corporation November 1990 - May 1992
Skills
Power Generation, Quantum Physics, Software Architectural..., Software Engineering, Chemistry, Geometry, Program Management, Software Lifecycle..., Automated Software..., Philosophy, Go/Baduk, Electronic Trading, Trading Systems, Market Data, Fixed Income, Analytics, Loans, Structured Finance, Structured Products, Derivatives, Management, Equities, Interest Rate..., Financial Markets, Investment Banking, SOA, Capital Markets, Quantum Mechanics, Risk Management
Education
Harvard University 1988 — 1990
Chemical Physics
University of California, Santa Cruz 1984 — 1988
Bachelor of Arts (B.A.) / Bachelor of Science (B.S.), Mathematics / Chemistry, Summa cum laude
Morgan Stanley September 2015 - Present
Bridge2Solutions August 2013 - July 2015
Markit May 2007 - March 2011
Merrill Lynch August 2004 - May 2007
UBS May 1997 - August 2004
Goldman Sachs May 1992 - May 1997
First Boston Corporation November 1990 - May 1992
Skills
Power Generation, Quantum Physics, Software Architectural..., Software Engineering, Chemistry, Geometry, Program Management, Software Lifecycle..., Automated Software..., Philosophy, Go/Baduk, Electronic Trading, Trading Systems, Market Data, Fixed Income, Analytics, Loans, Structured Finance, Structured Products, Derivatives, Management, Equities, Interest Rate..., Financial Markets, Investment Banking, SOA, Capital Markets, Quantum Mechanics, Risk Management
Education
Harvard University 1988 — 1990
Chemical Physics
University of California, Santa Cruz 1984 — 1988
Bachelor of Arts (B.A.) / Bachelor of Science (B.S.), Mathematics / Chemistry, Summa cum laude
Bart Breakstone's UBS Experience October 1987 - May 2011
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2011 - Present
UBS October 1987 - May 2011
Paine Webber October 1987 - April 2001
PaineWebber 1987 - 2001
Chemical Bank 1981 - 1987
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Hobart and William Smith Colleges 1977 — 1981
B.A., Economics with minor in Math
Robert W. Baird & Co. May 2011 - Present
UBS October 1987 - May 2011
Paine Webber October 1987 - April 2001
PaineWebber 1987 - 2001
Chemical Bank 1981 - 1987
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Hobart and William Smith Colleges 1977 — 1981
B.A., Economics with minor in Math
Cecile Uwagba's UBS Experience March 2015 - Present
Job Equities Desk Trading Analyst – Securities Lending – Global Equity Finance at UBS
Industry Investment Banking
Experience
UBS March 2015 - Present
Ericsson September 2013 - September 2014
ExxonMobil September 2010 - September 2013
Goldman Sachs July 2009 - March 2010
Skills
Equities market analysis, Securities lending..., Microsoft Excel, Account Management, Sales contract..., Managed services..., Gas and LNG market..., Downstream oil & gas..., Upstream oil & gas..., IT Projects business...
Education
Harvard University 2010 — 2010
Summer Programme, Microeconomics
University of Nottingham 2004 — 2008
Master of Engineering (MEng), Electrical and Electronics Engineering
UBS March 2015 - Present
Ericsson September 2013 - September 2014
ExxonMobil September 2010 - September 2013
Goldman Sachs July 2009 - March 2010
Skills
Equities market analysis, Securities lending..., Microsoft Excel, Account Management, Sales contract..., Managed services..., Gas and LNG market..., Downstream oil & gas..., Upstream oil & gas..., IT Projects business...
Education
Harvard University 2010 — 2010
Summer Programme, Microeconomics
University of Nottingham 2004 — 2008
Master of Engineering (MEng), Electrical and Electronics Engineering
Matthew Niemczak's UBS Experience July 2007 - June 2009
Job MBA Candidate Michigan Ross School of Business
Industry Venture Capital & Private Equity
Experience
Dexter Axle Company June 2015 - Present
Huron Capital Partners June 2014 - August 2014
R360 Environmental Solutions April 2011 - July 2013
Quintana Capital Group July 2009 - April 2011
UBS July 2007 - June 2009
Skills
Private Equity, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Corporate Development, Mergers & Acquisitions, Due Diligence, Hedge Funds, Valuation, Venture Capital, Equities, Capital Markets, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2003 — 2007
Bachelor of Arts (BA), Economics
Dexter Axle Company June 2015 - Present
Huron Capital Partners June 2014 - August 2014
R360 Environmental Solutions April 2011 - July 2013
Quintana Capital Group July 2009 - April 2011
UBS July 2007 - June 2009
Skills
Private Equity, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Corporate Development, Mergers & Acquisitions, Due Diligence, Hedge Funds, Valuation, Venture Capital, Equities, Capital Markets, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2003 — 2007
Bachelor of Arts (BA), Economics
Jon Hicks's UBS Experience 1998 - 2002
Job Director, Institutional Equity Sales at Knight Capital Group
Industry Financial Services
Experience
Knight Capital Group July 2012 - Present
Kaufman Bros January 2005 - January 2012
Barclays Capital 2003 - 2004
UBS 1998 - 2002
UBS 1996 - 1998
Skills
Equities, Series 7, Capital Markets, Institutional, Customer Relations, Securities, Series 63, Financial Markets
Education
University of California, Berkeley 1977 — 1982
BS, Industrial Engineering and Operations Research
Harvard Business School
MBA
Knight Capital Group July 2012 - Present
Kaufman Bros January 2005 - January 2012
Barclays Capital 2003 - 2004
UBS 1998 - 2002
UBS 1996 - 1998
Skills
Equities, Series 7, Capital Markets, Institutional, Customer Relations, Securities, Series 63, Financial Markets
Education
University of California, Berkeley 1977 — 1982
BS, Industrial Engineering and Operations Research
Harvard Business School
MBA
Ralph Pagan's UBS Experience 2004 - 2006
Job Vice President, Strategy and Market Intelligence at SIS International Research
Industry Marketing and Advertising
Experience
SIS International Research December 2014 - Present
691 Marketing April 2012 - Present
Morgan Stanley Smith Barney January 2011 - April 2012
Municipal Credit Union March 2006 - December 2009
UBS 2004 - 2006
Guardian Life Insurance Company 2003 - 2004
Lumina Americas 2002 - 2003
Applebrandsource 2000 - 2002
CareerEngine Networks 1999 - 2000
Cendant Corporation 1998 - 1999
Skills
Direct Marketing, Marketing Strategy, Brand Management, Integrated Marketing, Marketing, E-commerce, Start-ups, Strategy, Management, Cross-functional Team..., CRM, Marketing Communications, Product Development, SEM, Email Marketing, Advertising, Product Management, Affiliate Marketing, Web Analytics, Corporate Finance, Social Media, International Marketing, Business Development, Brand identity &..., Business Process..., Franchising, P&L management, Entrepreneurship, Public Relations, Digital & Social Media..., Public Relations &..., Acquisitions / Business..., Process re-engineering, Budgets, Competitive Analysis, Market Evaluations, Program Management, Strategic planning, Budgeting / Forecasting, Channel management &..., Market evaluation &..., Customer & vendor..., Resource allocation, Crisis & change..., Internet start-ups, Franchise Marketing, Project Management
Education
University of Pennsylvania - The Wharton School 1986 — 1988
M.B.A., Marketing
Harvard University 1979 — 1983
A.B., Psychology
SIS International Research December 2014 - Present
691 Marketing April 2012 - Present
Morgan Stanley Smith Barney January 2011 - April 2012
Municipal Credit Union March 2006 - December 2009
UBS 2004 - 2006
Guardian Life Insurance Company 2003 - 2004
Lumina Americas 2002 - 2003
Applebrandsource 2000 - 2002
CareerEngine Networks 1999 - 2000
Cendant Corporation 1998 - 1999
Skills
Direct Marketing, Marketing Strategy, Brand Management, Integrated Marketing, Marketing, E-commerce, Start-ups, Strategy, Management, Cross-functional Team..., CRM, Marketing Communications, Product Development, SEM, Email Marketing, Advertising, Product Management, Affiliate Marketing, Web Analytics, Corporate Finance, Social Media, International Marketing, Business Development, Brand identity &..., Business Process..., Franchising, P&L management, Entrepreneurship, Public Relations, Digital & Social Media..., Public Relations &..., Acquisitions / Business..., Process re-engineering, Budgets, Competitive Analysis, Market Evaluations, Program Management, Strategic planning, Budgeting / Forecasting, Channel management &..., Market evaluation &..., Customer & vendor..., Resource allocation, Crisis & change..., Internet start-ups, Franchise Marketing, Project Management
Education
University of Pennsylvania - The Wharton School 1986 — 1988
M.B.A., Marketing
Harvard University 1979 — 1983
A.B., Psychology
Mark Spradley's UBS Experience November 1998 - August 2005
Job Managing Director Mazao Capital LLC
Industry Financial Services
Experience
Mazao Capital LLC August 2005 - Present
UBS November 1998 - August 2005
Education
HEC Paris 2004 — 2006
MBA (jointly issued)
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA (jointly issued)
The London School of Economics and Political Science (LSE) 2004 — 2006
MBA (jointly issued)
Trium 2004 — 2006
MBA
Howard University 1980 — 1983
B.S.
Mazao Capital LLC August 2005 - Present
UBS November 1998 - August 2005
Education
HEC Paris 2004 — 2006
MBA (jointly issued)
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA (jointly issued)
The London School of Economics and Political Science (LSE) 2004 — 2006
MBA (jointly issued)
Trium 2004 — 2006
MBA
Howard University 1980 — 1983
B.S.
Marc Riva's UBS Experience 1999 - 2005
Job Senior Architect, VP, Application Architecture at Albridge (An Affiliate of Pershing, a BNY Mellon Company)
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing LLC, a BNYMellon Company 2005 - Present
UBS 1999 - 2005
Credit Suisse December 1997 - November 1998
Credit Suisse October 1990 - June 1995
Skills
Software Project..., Portfolio Management, Business Analysis, Java, Business Intelligence, Risk Management, SOA, Software Development, Oracle, Security, Architectures, Solution Architecture, Financial Services, Enterprise Architecture, Requirements Analysis, Integration, SDLC, IT Strategy, Leadership, SaaS, Java Enterprise Edition, Information Technology, Web Services, Weblogic, Spring, XML, Agile Methodologies, Unix, Cloud Computing, Outsourcing, SOAP, Business Requirements, Application Architecture, Requirements Gathering, Process Improvement, Tomcat, Information Security, Wealth Management
Education
University of Pennsylvania 1986 — 1990
Bachelor of Arts, Economics
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1996 — 1997
MBA, Business Administration
Albridge, an Affiliate of Pershing LLC, a BNYMellon Company 2005 - Present
UBS 1999 - 2005
Credit Suisse December 1997 - November 1998
Credit Suisse October 1990 - June 1995
Skills
Software Project..., Portfolio Management, Business Analysis, Java, Business Intelligence, Risk Management, SOA, Software Development, Oracle, Security, Architectures, Solution Architecture, Financial Services, Enterprise Architecture, Requirements Analysis, Integration, SDLC, IT Strategy, Leadership, SaaS, Java Enterprise Edition, Information Technology, Web Services, Weblogic, Spring, XML, Agile Methodologies, Unix, Cloud Computing, Outsourcing, SOAP, Business Requirements, Application Architecture, Requirements Gathering, Process Improvement, Tomcat, Information Security, Wealth Management
Education
University of Pennsylvania 1986 — 1990
Bachelor of Arts, Economics
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1996 — 1997
MBA, Business Administration
Stephen Ketchum's UBS Experience April 2001 - October 2002
Job CEO/Managing Partner at Sound Point Capital Management, L.P.
Industry Investment Management
Experience
Sound Point Capital Management, L.P. January 2008 - Present
Banc of America Securities October 2002 - October 2007
UBS April 2001 - October 2002
Onview February 2000 - March 2001
Donaldson, Lufkin & Jenrette 1990 - 2000
Education
Harvard Business School 1988 — 1990
MBA
Sound Point Capital Management, L.P. January 2008 - Present
Banc of America Securities October 2002 - October 2007
UBS April 2001 - October 2002
Onview February 2000 - March 2001
Donaldson, Lufkin & Jenrette 1990 - 2000
Education
Harvard Business School 1988 — 1990
MBA
Joe Rowland's UBS Experience September 1988 - November 2007
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James October 2007 - Present
UBS September 1988 - November 2007
Skills
Securities
Education
Haslam College of Business at the University of Tennessee 1972 — 1976
Raymond James October 2007 - Present
UBS September 1988 - November 2007
Skills
Securities
Education
Haslam College of Business at the University of Tennessee 1972 — 1976
Sabrina McKee's UBS Experience 2000 - 2007
Job Managing Director, CoHead of Equity Capital Markets at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group April 2015 - Present
CRT Capital Group October 2014 - April 2015
Guggenheim Securities, LLC 2011 - October 2014
Morgan Stanley 2010 - 2010
Two Sigma Investments 2007 - 2010
UBS 2000 - 2007
UBS Investment Bank/PaineWebber Incorporated 2000 - 2007
Schroders 1999 - 2000
Tucker Anthony 1991 - 1998
Skills
Hedge Funds, Capital Markets, Equities, Series 7, Equity Research, Valuation, Trading Systems, Alternative Investments, Investments, Securities, Asset Management, Mutual Funds, Portfolio Management, Series 63, Fixed Income, Emerging Markets, Electronic Trading, Private Equity, Investment Banking, Trading
Education
Hobart and William Smith Colleges 1985 — 1989
BA, English
CRT Capital Group April 2015 - Present
CRT Capital Group October 2014 - April 2015
Guggenheim Securities, LLC 2011 - October 2014
Morgan Stanley 2010 - 2010
Two Sigma Investments 2007 - 2010
UBS 2000 - 2007
UBS Investment Bank/PaineWebber Incorporated 2000 - 2007
Schroders 1999 - 2000
Tucker Anthony 1991 - 1998
Skills
Hedge Funds, Capital Markets, Equities, Series 7, Equity Research, Valuation, Trading Systems, Alternative Investments, Investments, Securities, Asset Management, Mutual Funds, Portfolio Management, Series 63, Fixed Income, Emerging Markets, Electronic Trading, Private Equity, Investment Banking, Trading
Education
Hobart and William Smith Colleges 1985 — 1989
BA, English
Vlad Jenkins's UBS Experience September 2014 - Present
Job Executive Director at UBS
Industry Banking
Experience
UBS September 2014 - Present
Morgan Stanley 2000 - January 2014
Prague Business Journal 1995 - 1999
International Media Partners 1991 - 1995
Harvard Kennedy School of Government 1985 - 1989
Education
Harvard University
Economics
Harvard University, John F. Kennedy School of Government
UBS September 2014 - Present
Morgan Stanley 2000 - January 2014
Prague Business Journal 1995 - 1999
International Media Partners 1991 - 1995
Harvard Kennedy School of Government 1985 - 1989
Education
Harvard University
Economics
Harvard University, John F. Kennedy School of Government
Catherine Campbell's UBS Experience January 2000 - Present
Job Managing Director at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS January 2000 - Present
ABN AMRO Bank N.V. 1997 - 1999
BZW (Barclays de Zoete Wedd) 1992 - 1997
Lloyds 1991 - 1992
TCAM 1987 - 1991
Data Sciences 1985 - 1987
Skills
Equities, Management, Back Office, ITIL, Trading, Equity Trading, Fixed Income, Trading Systems, Derivatives, Investment Banking, Prime Brokerage, Vendor Management, Infrastructure, Outsourcing, IT Strategy, Capital Markets, Electronic Trading
Education
Heriot-Watt University 1981 — 1985
BA (Hons), Business Law
UBS January 2000 - Present
ABN AMRO Bank N.V. 1997 - 1999
BZW (Barclays de Zoete Wedd) 1992 - 1997
Lloyds 1991 - 1992
TCAM 1987 - 1991
Data Sciences 1985 - 1987
Skills
Equities, Management, Back Office, ITIL, Trading, Equity Trading, Fixed Income, Trading Systems, Derivatives, Investment Banking, Prime Brokerage, Vendor Management, Infrastructure, Outsourcing, IT Strategy, Capital Markets, Electronic Trading
Education
Heriot-Watt University 1981 — 1985
BA (Hons), Business Law
Allyson Samson's UBS Experience 1986 - 1999
Job VP & Chief Compliance Officer at Landmark Management Inc.
Industry Investment Management
Experience
Landmark Management July 1999 - Present
Landmark Management Inc. July 1999 - Present
UBS 1986 - 1999
Chase Manhattan Bank 1984 - 1986
Chase Manhattan Bank 1980 - 1982
Skills
Alternative Investments, Asset Allocation, Private Equity, Asset Management, Portfolio Management, Asset Managment, Capital Markets, Investment Management, Securities, Credit, Fixed Income, Equities, Hedge Funds, Investment Banking, Series 7
Education
Harvard Business School 1982 — 1984
Masters in Business Administration
Wellesley College 1975 — 1979
Bachelor of Arts, History, Economics
Williams College 1977 — 1978
Economics, History
Landmark Management July 1999 - Present
Landmark Management Inc. July 1999 - Present
UBS 1986 - 1999
Chase Manhattan Bank 1984 - 1986
Chase Manhattan Bank 1980 - 1982
Skills
Alternative Investments, Asset Allocation, Private Equity, Asset Management, Portfolio Management, Asset Managment, Capital Markets, Investment Management, Securities, Credit, Fixed Income, Equities, Hedge Funds, Investment Banking, Series 7
Education
Harvard Business School 1982 — 1984
Masters in Business Administration
Wellesley College 1975 — 1979
Bachelor of Arts, History, Economics
Williams College 1977 — 1978
Economics, History
Brett Schilkraut's UBS Experience 2000 - 2005
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
EWM Executive Wealth Managent Ltd. 2008 - July 2013
OpHedge Investment Services March 2008 - October 2008
GlobeOp Financial Services 2006 - 2008
UBS 2000 - 2005
AIG Trading Group June 1996 - May 2000
Skills
Equities, Mutual Funds, Capital Markets, Hedge Funds, Risk Management, Fixed Income, Project Management, Strategy, Options, Financial Services, Business Analysis, Valuation, Investment Banking, Prime Brokerage, CRM, Financial Markets, Alternative Investments, Middle Office, Electronic Trading, Commodity
Education
Hartwick College 1991 — 1995
Yorktown High School 1988 — 1991
Regents
JPMorgan Chase August 2013 - Present
EWM Executive Wealth Managent Ltd. 2008 - July 2013
OpHedge Investment Services March 2008 - October 2008
GlobeOp Financial Services 2006 - 2008
UBS 2000 - 2005
AIG Trading Group June 1996 - May 2000
Skills
Equities, Mutual Funds, Capital Markets, Hedge Funds, Risk Management, Fixed Income, Project Management, Strategy, Options, Financial Services, Business Analysis, Valuation, Investment Banking, Prime Brokerage, CRM, Financial Markets, Alternative Investments, Middle Office, Electronic Trading, Commodity
Education
Hartwick College 1991 — 1995
Yorktown High School 1988 — 1991
Regents
Lexi Painter's UBS Experience September 2008 - November 2008
Job Educator at Qatar Academy
Industry Education Management
Experience
Qatar Academy August 2014 - Present
McLoughlin Middle School August 2012 - July 2014
East Omak Elementary October 2011 - June 2012
Finley Elementary School May 2011 - October 2011
Isaac Stevens Middle School January 2011 - April 2011
Pasco School District December 2009 - January 2011
Kiona Benton School District February 2009 - January 2010
Williams Plant Services April 2009 - June 2009
UBS September 2008 - November 2008
Omneon Video Networks January 2008 - August 2008
Skills
Microsoft Office, Video, Customer Service, Data Entry, Event Planning, Outlook, Team Leadership, Social Media, Event Management, Microsoft Word, Microsoft Excel, Account Management, Sales Management, Management
Education
Heritage University 2009 — 2011
Masters in Teaching, K-8 Education
Washington State University 2002 — 2005
History BA, History
Qatar Academy August 2014 - Present
McLoughlin Middle School August 2012 - July 2014
East Omak Elementary October 2011 - June 2012
Finley Elementary School May 2011 - October 2011
Isaac Stevens Middle School January 2011 - April 2011
Pasco School District December 2009 - January 2011
Kiona Benton School District February 2009 - January 2010
Williams Plant Services April 2009 - June 2009
UBS September 2008 - November 2008
Omneon Video Networks January 2008 - August 2008
Skills
Microsoft Office, Video, Customer Service, Data Entry, Event Planning, Outlook, Team Leadership, Social Media, Event Management, Microsoft Word, Microsoft Excel, Account Management, Sales Management, Management
Education
Heritage University 2009 — 2011
Masters in Teaching, K-8 Education
Washington State University 2002 — 2005
History BA, History
Chinedu Ezetah's UBS Experience August 2004 - May 2007
Job Director and Associate General Counsel, Citigroup Global Markets
Industry Law Practice
Experience
Citigroup August 2008 - Present
Old Lane May 2007 - June 2008
Old Lane 2007 - 2008
UBS August 2004 - May 2007
Cadwalader, Wickersham & Taft LLP April 2001 - June 2004
Davis Polk & Wardwell October 1998 - March 2001
Skills
Capital Markets, Structured Finance, Mergers, Derivatives, Equities, Strategy, Securities, Private Equity, Corporate Governance, Hedge Funds, Securities Regulation, Corporate Law
Education
Harvard Law School 1997 — 1998
LL.M, Banking, Corporate, Finance, and Securities Law
University of British Columbia, Vancouver 1996 — 1997
LLM, International Law
Citigroup August 2008 - Present
Old Lane May 2007 - June 2008
Old Lane 2007 - 2008
UBS August 2004 - May 2007
Cadwalader, Wickersham & Taft LLP April 2001 - June 2004
Davis Polk & Wardwell October 1998 - March 2001
Skills
Capital Markets, Structured Finance, Mergers, Derivatives, Equities, Strategy, Securities, Private Equity, Corporate Governance, Hedge Funds, Securities Regulation, Corporate Law
Education
Harvard Law School 1997 — 1998
LL.M, Banking, Corporate, Finance, and Securities Law
University of British Columbia, Vancouver 1996 — 1997
LLM, International Law
Patrick Petrillo's UBS Experience 1998 - 2006
Job Senior Vice President, Head of Corporate & Executive Compensation and HR Analytics
Industry Human Resources
Experience
State Street February 2011 - Present
Hewlett-Packard August 2009 - January 2011
Farient Advisors October 2008 - July 2009
Charles Schwab September 2006 - October 2008
UBS 1998 - 2006
Goldman Sachs 1993 - 1997
Skills
Executive Pay, Deferred Compensation, Performance Management, Organizational Design, Talent Management, HRIS, Incentive Programs, Human Resources, Organizational..., Management
Education
Rutgers University-New Brunswick 1992 — 1995
Master of Science, Human Resources
High Point University 1987 — 1991
Bachelor of Art, Human Relations
State Street February 2011 - Present
Hewlett-Packard August 2009 - January 2011
Farient Advisors October 2008 - July 2009
Charles Schwab September 2006 - October 2008
UBS 1998 - 2006
Goldman Sachs 1993 - 1997
Skills
Executive Pay, Deferred Compensation, Performance Management, Organizational Design, Talent Management, HRIS, Incentive Programs, Human Resources, Organizational..., Management
Education
Rutgers University-New Brunswick 1992 — 1995
Master of Science, Human Resources
High Point University 1987 — 1991
Bachelor of Art, Human Relations
Richard Antille's UBS Experience 1995 - 1999
Job Senior SEO/PPC Strategist at Marathon Consulting
Industry Marketing and Advertising
Experience
Marathon Consulting July 2014 - Present
Customer Magnetism March 2011 - July 2014
ABC WEBSITE TECHNOLOGY January 2005 - December 2010
Apple Retail 2009 - 2009
Risk and Financial Analysis, Inc. April 2004 - November 2008
BNP Paribas Suisse (ex-UEB) June 2001 - September 2002
Banque SCS Alliance June 2000 - June 2001
Zurich Financial Services October 1999 - June 2000
UBS 1995 - 1999
Skills
FX, Portfolio Management, Asset Allocation, PPC, Bonds, SEM, SEO, FX Options, Online Advertising, Social Media Marketing, Online Reputation..., Digital Marketing, Marketing Strategy, Management, Google Analytics, Google Adwords, Lead Generation, Conversion Optimization, Keyword Research, Project Management, WordPress, Google Webmaster Tools, Organic Search, Search Advertising, Web Analytics, Analytics, Social Networking, Investments, Landing Page..., Web Project Management, Online Marketing, Web Marketing, Strategy, Business Development, Leadership, Social Media, Marketing, Risk Management, Finance
Education
UBS internship 1995 — 1997
Certified Swiss Banker, Banking, 5.6/6
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1992 — 1994
none, Economics
Ecole Superieure de Commerce 1988 — 1992
Economics, Economics, accounting
Marathon Consulting July 2014 - Present
Customer Magnetism March 2011 - July 2014
ABC WEBSITE TECHNOLOGY January 2005 - December 2010
Apple Retail 2009 - 2009
Risk and Financial Analysis, Inc. April 2004 - November 2008
BNP Paribas Suisse (ex-UEB) June 2001 - September 2002
Banque SCS Alliance June 2000 - June 2001
Zurich Financial Services October 1999 - June 2000
UBS 1995 - 1999
Skills
FX, Portfolio Management, Asset Allocation, PPC, Bonds, SEM, SEO, FX Options, Online Advertising, Social Media Marketing, Online Reputation..., Digital Marketing, Marketing Strategy, Management, Google Analytics, Google Adwords, Lead Generation, Conversion Optimization, Keyword Research, Project Management, WordPress, Google Webmaster Tools, Organic Search, Search Advertising, Web Analytics, Analytics, Social Networking, Investments, Landing Page..., Web Project Management, Online Marketing, Web Marketing, Strategy, Business Development, Leadership, Social Media, Marketing, Risk Management, Finance
Education
UBS internship 1995 — 1997
Certified Swiss Banker, Banking, 5.6/6
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1992 — 1994
none, Economics
Ecole Superieure de Commerce 1988 — 1992
Economics, Economics, accounting
Jason Scarbrough's UBS Experience 1999 - 2003
Job VP of Procurement and Risk Management
Industry Oil & Energy
Experience
Choice! Energy Services August 2003 - Present
UBS 1999 - 2003
Skills
Energy Markets, Energy, Natural Gas, Strategic Planning, Contract Negotiation, Commodity Markets, Renewable Energy, Energy Management, Electricity Markets, Demand Response, Commodity, Hedging, Risk Management, Business Strategy, Energy Policy, Energy Efficiency, Business Development, Strategy, Leadership, Negotiation, Management
Education
University of Tennessee-Knoxville - College of Business Administration 1996 — 1999
BA, Finance
University of Tennessee-Knoxville 1995 — 1999
BA, Finance
Choice! Energy Services August 2003 - Present
UBS 1999 - 2003
Skills
Energy Markets, Energy, Natural Gas, Strategic Planning, Contract Negotiation, Commodity Markets, Renewable Energy, Energy Management, Electricity Markets, Demand Response, Commodity, Hedging, Risk Management, Business Strategy, Energy Policy, Energy Efficiency, Business Development, Strategy, Leadership, Negotiation, Management
Education
University of Tennessee-Knoxville - College of Business Administration 1996 — 1999
BA, Finance
University of Tennessee-Knoxville 1995 — 1999
BA, Finance
Robert Slifka's UBS Experience January 1999 - December 2003
Job Principal at RSS Consulting
Industry Management Consulting
Experience
RSS Consulting January 2004 - Present
Newton Development Corporation January 2004 - December 2008
UBS January 1999 - December 2003
MidSouth Capital January 1995 - December 1999
Piper Jaffray January 1986 - December 1998
ITT Financial Corporation January 1989 - December 1992
ITT Corporation January 1986 - December 1988
Hartford Financial Services Group January 1980 - December 1986
Skills
Corporate Governance, Business Strategy, Mergers, Change Management, Strategy, Team Building, Strategic Planning, Leadership, Mergers & Acquisitions, Finance, Budgets, Investments, Portfolio Management, Management, IT Strategy
Education
Harvard Business School 1988 — 1988
Advanced Mangement Program
The University of Chicago 1971 — 1975
Business, Finance
Northwestern University 1959 — 1964
Mathematics
RSS Consulting January 2004 - Present
Newton Development Corporation January 2004 - December 2008
UBS January 1999 - December 2003
MidSouth Capital January 1995 - December 1999
Piper Jaffray January 1986 - December 1998
ITT Financial Corporation January 1989 - December 1992
ITT Corporation January 1986 - December 1988
Hartford Financial Services Group January 1980 - December 1986
Skills
Corporate Governance, Business Strategy, Mergers, Change Management, Strategy, Team Building, Strategic Planning, Leadership, Mergers & Acquisitions, Finance, Budgets, Investments, Portfolio Management, Management, IT Strategy
Education
Harvard Business School 1988 — 1988
Advanced Mangement Program
The University of Chicago 1971 — 1975
Business, Finance
Northwestern University 1959 — 1964
Mathematics
Frank Gilligan's UBS Experience 2001 - 2003
Job Manager at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services April 2003 - Present
UBS 2001 - 2003
BNY Mellon 1998 - 2001
Royce Investment Group 1997 - 1998
Skills
Fund Administration, Fund Accounting, Hedge Funds, Bloomberg, Equities, Fixed Income, Proficient in MS Word,..., Options, Alternative Investments, Financial Services, Derivatives, Investment Banking, Credit Derivatives, Capital Markets, Corporate Actions, Fund Of Funds, Valuation, Settlement, Bonds, Securities, CRM, Mutual Funds, FX Options, Financial Markets, Middle Office, Swaps, Trading, Asset Management, Prime Brokerage, Back Office, Collateral Management, Equity Derivatives, Hedging, Interest Rate..., Investments, Operational Risk, Portfolio Management, Structured Products, Trading Systems, Equity Trading, Investment Management, Market Risk, AML, Bloomberg Terminal, Commodity, Electronic Trading, Emerging Markets, Equity Research, Financial Risk, Investor Relations
Education
Hartwick College 1992 — 1996
BA, Business Management
IHS
GlobeOp Financial Services April 2003 - Present
UBS 2001 - 2003
BNY Mellon 1998 - 2001
Royce Investment Group 1997 - 1998
Skills
Fund Administration, Fund Accounting, Hedge Funds, Bloomberg, Equities, Fixed Income, Proficient in MS Word,..., Options, Alternative Investments, Financial Services, Derivatives, Investment Banking, Credit Derivatives, Capital Markets, Corporate Actions, Fund Of Funds, Valuation, Settlement, Bonds, Securities, CRM, Mutual Funds, FX Options, Financial Markets, Middle Office, Swaps, Trading, Asset Management, Prime Brokerage, Back Office, Collateral Management, Equity Derivatives, Hedging, Interest Rate..., Investments, Operational Risk, Portfolio Management, Structured Products, Trading Systems, Equity Trading, Investment Management, Market Risk, AML, Bloomberg Terminal, Commodity, Electronic Trading, Emerging Markets, Equity Research, Financial Risk, Investor Relations
Education
Hartwick College 1992 — 1996
BA, Business Management
IHS
Christine (Krysia) Lenzo's UBS Experience August 2011 - Present
Job Business and Economic Reporting M.A. Candidate, New York University
Industry Broadcast Media
Experience
UBS August 2011 - Present
WHDH-TV September 2010 - January 2011
WOR Radio 2009 - 2009
Conde Nast Portfolio Magainze 2007 - 2008
Skills
Bloomberg, Investment Banking, Valuation, Due Diligence, Private Equity, Financial Modeling, Capital Markets, Hedge Funds, Fixed Income, Corporate Finance, Equities, Emerging Markets, LBO, Research, Social Media, Microsoft Office, Microsoft Excel, Editing, Economics, Data Analysis, Public Speaking, PowerPoint, Investments, Strategy, Event Planning, Blogging, Market Research, Finance, Analysis, Microsoft Word
Education
Harvard University 2008 — 2012
Hotchkiss school
New York University
Arthur L. Carter Journalism Institute, Financial Journalism
UBS August 2011 - Present
WHDH-TV September 2010 - January 2011
WOR Radio 2009 - 2009
Conde Nast Portfolio Magainze 2007 - 2008
Skills
Bloomberg, Investment Banking, Valuation, Due Diligence, Private Equity, Financial Modeling, Capital Markets, Hedge Funds, Fixed Income, Corporate Finance, Equities, Emerging Markets, LBO, Research, Social Media, Microsoft Office, Microsoft Excel, Editing, Economics, Data Analysis, Public Speaking, PowerPoint, Investments, Strategy, Event Planning, Blogging, Market Research, Finance, Analysis, Microsoft Word
Education
Harvard University 2008 — 2012
Hotchkiss school
New York University
Arthur L. Carter Journalism Institute, Financial Journalism
Bert Fuqua's UBS Experience 2002 - Present
Job Managing Director at UBS Investment Bank
Industry Banking
Experience
UBS 2002 - Present
Bear Stearns & Co. 2000 - 2002
RBS Greenwich Capital 1996 - 2000
Bankers Trust Company 1993 - 1996
Skills
Structured Products, Credit Derivatives, Fixed Income, Derivatives, Capital Markets, Dodd-Frank, Structured Finance, Securitization, Investment Banking
Education
New York University School of Law 1989 — 1992
J.D.
Harvard University 1985 — 1989
A.B., Economics
UBS 2002 - Present
Bear Stearns & Co. 2000 - 2002
RBS Greenwich Capital 1996 - 2000
Bankers Trust Company 1993 - 1996
Skills
Structured Products, Credit Derivatives, Fixed Income, Derivatives, Capital Markets, Dodd-Frank, Structured Finance, Securitization, Investment Banking
Education
New York University School of Law 1989 — 1992
J.D.
Harvard University 1985 — 1989
A.B., Economics
Bruno Bertocci's UBS Experience 1998 - Present
Job Managing Director at UBS
Industry Investment Management
Experience
UBS Global Asset Management 1998 - Present
UBS 1998 - Present
Stein Roe and Farnham 1995 - 1998
Rockefeller and Co. 1985 - 1998
Skills
Equities, Asset Allocation, Asset Managment, Portfolio Management, Investments, Investment Strategies, Strategy, Investment Management, Mutual Funds, Emerging Markets, Business Development, Business Strategy, Financial Risk, Analysis, CRM, Management, Institutional..., Alternative Investments, Hedge Funds, Leadership, Fixed Income, Capital Markets, Private Equity, Asset Management
Education
Harvard Business School 1978 — 1980
MBA, Finance
Oberlin College 1972 — 1976
AB, Philosophy
UBS Global Asset Management 1998 - Present
UBS 1998 - Present
Stein Roe and Farnham 1995 - 1998
Rockefeller and Co. 1985 - 1998
Skills
Equities, Asset Allocation, Asset Managment, Portfolio Management, Investments, Investment Strategies, Strategy, Investment Management, Mutual Funds, Emerging Markets, Business Development, Business Strategy, Financial Risk, Analysis, CRM, Management, Institutional..., Alternative Investments, Hedge Funds, Leadership, Fixed Income, Capital Markets, Private Equity, Asset Management
Education
Harvard Business School 1978 — 1980
MBA, Finance
Oberlin College 1972 — 1976
AB, Philosophy
Huey Chen Wang's UBS Experience May 2008 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS May 2008 - Present
Deutsche Bank March 1998 - April 2002
NatWest Securities Limited February 1997 - February 1998
Morgan Stanley December 1994 - February 1997
Goldman Sachs June 1986 - December 1994
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
National Taiwan University 1978 — 1982
Bachelor of Arts (B.A.)
UBS May 2008 - Present
Deutsche Bank March 1998 - April 2002
NatWest Securities Limited February 1997 - February 1998
Morgan Stanley December 1994 - February 1997
Goldman Sachs June 1986 - December 1994
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
National Taiwan University 1978 — 1982
Bachelor of Arts (B.A.)
Justin Rocks's UBS Experience August 2008 - June 2011
Job Executive Director Finance Business Support
Industry Financial Services
Experience
CIBC July 2011 - Present
UBS August 2008 - June 2011
UBS April 2006 - July 2008
Credit Suisse September 2002 - March 2006
Education
Heriot-Watt University
BSc (Hons), Mathematics with Finance
CIBC July 2011 - Present
UBS August 2008 - June 2011
UBS April 2006 - July 2008
Credit Suisse September 2002 - March 2006
Education
Heriot-Watt University
BSc (Hons), Mathematics with Finance
Milo Tong's UBS Experience June 2011 - August 2011
Job Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank February 2015 - Present
Deutsche Bank July 2012 - February 2015
Snapette Inc. May 2011 - May 2012
UBS June 2011 - August 2011
PNC Financial Services Group June 2010 - August 2010
Skills
Mandarin
Education
Harvard University 2008 — 2012
BA, Economics (cum laude)
Methacton High School 2004 — 2008
Deutsche Bank February 2015 - Present
Deutsche Bank July 2012 - February 2015
Snapette Inc. May 2011 - May 2012
UBS June 2011 - August 2011
PNC Financial Services Group June 2010 - August 2010
Skills
Mandarin
Education
Harvard University 2008 — 2012
BA, Economics (cum laude)
Methacton High School 2004 — 2008
Lin Victor Li's UBS Experience 2009 - 2009
Job Student at Harvard Business School
Industry Investment Banking
Joseph Capriotti, CFP®'s UBS Experience June 2004 - November 2012
Job Vice President at KeyBank
Industry Financial Services
Experience
UBS June 2004 - November 2012
Skills
Wealth Management, Financial Modeling
Education
Hiram College
Bachelor of Arts (B.A.), Accounting and Finance
UBS June 2004 - November 2012
Skills
Wealth Management, Financial Modeling
Education
Hiram College
Bachelor of Arts (B.A.), Accounting and Finance
Deb Webber, CFP®'s UBS Experience 2004 - 2009
Job Senior Wealth Advisor at Evanston Advisors
Industry Financial Services
Experience
Evanston Advisors 2009 - Present
UBS 2004 - 2009
Skills
Wealth Management, Family Money Discussions, Retirement Planning, Family Business..., Financial Decisions for..., Strategic Financial..., Estate Planning, Portfolio Management, Securities, Investments, Business Strategy
Education
Wheaton College 1971 — 1975
Archaeology
Harvard Business School
Master of Business Administration (MBA)
Evanston Advisors 2009 - Present
UBS 2004 - 2009
Skills
Wealth Management, Family Money Discussions, Retirement Planning, Family Business..., Financial Decisions for..., Strategic Financial..., Estate Planning, Portfolio Management, Securities, Investments, Business Strategy
Education
Wheaton College 1971 — 1975
Archaeology
Harvard Business School
Master of Business Administration (MBA)
Mark LaFranco's UBS Experience 2004 - 2007
Job Financial Professional Associate at Prudential
Industry Financial Services
Experience
Prudential Advisors December 2014 - Present
Self Employed May 2010 - December 2014
Vantage Communications 2007 - April 2010
UBS 2004 - 2007
Skills
Solution Selling, Direct Sales, Strategic Partnerships, Account Management, Competitive Analysis, Selling, Business Development, Sales Management, Contract Negotiation, Vendor Management, New Business Development, Start-ups, Enterprise Software, Sales, Pricing, Channel Partners, Cross-functional Team..., Business Planning, Business Strategy, Business Analysis, Forecasting, Financial Services
Education
High Point University 1975 — 1980
BS, Business
Lawrence High School
Prudential Advisors December 2014 - Present
Self Employed May 2010 - December 2014
Vantage Communications 2007 - April 2010
UBS 2004 - 2007
Skills
Solution Selling, Direct Sales, Strategic Partnerships, Account Management, Competitive Analysis, Selling, Business Development, Sales Management, Contract Negotiation, Vendor Management, New Business Development, Start-ups, Enterprise Software, Sales, Pricing, Channel Partners, Cross-functional Team..., Business Planning, Business Strategy, Business Analysis, Forecasting, Financial Services
Education
High Point University 1975 — 1980
BS, Business
Lawrence High School
Dan McKinley's UBS Experience April 2003 - October 2006
Job Finance/ Investments; Analyst / Advisor open to new opportunities
Industry Financial Services
Experience
Chatham Advisors Ltd. October 2006 - December 2010
UBS April 2003 - October 2006
Belmont University 1993 - 2004
McDonald Investments September 2000 - December 2002
J. C. Bradford & Co. August 1992 - July 2000
Fidelity Investments 1987 - 1989
Smith Barney, Harris Upham & Co. 1981 - 1987
Skills
Portfolio Management, Investments, Finance, Management, Valuation, Asset Allocation, Trading, Mergers & Acquisitions, Investment Banking, Financial Modeling, Business Strategy, Series 7, Strategic Planning, Series 63, Equities, Asset Management
Education
Harvard Business School
MBA
Seton Hall University
BS
Seton-LaSalle High School
St. Bernard School
Chatham Advisors Ltd. October 2006 - December 2010
UBS April 2003 - October 2006
Belmont University 1993 - 2004
McDonald Investments September 2000 - December 2002
J. C. Bradford & Co. August 1992 - July 2000
Fidelity Investments 1987 - 1989
Smith Barney, Harris Upham & Co. 1981 - 1987
Skills
Portfolio Management, Investments, Finance, Management, Valuation, Asset Allocation, Trading, Mergers & Acquisitions, Investment Banking, Financial Modeling, Business Strategy, Series 7, Strategic Planning, Series 63, Equities, Asset Management
Education
Harvard Business School
MBA
Seton Hall University
BS
Seton-LaSalle High School
St. Bernard School
Huntington Tack Simmons's UBS Experience 2001 - 2005
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
CRT Capital Group May 2005 - October 2011
UBS 2001 - 2005
Paine Webber 2000 - 2001
Bear Stearns 1998 - 2000
Salomon Brothers 1996 - 1998
Lehman Brothers 1992 - 1996
Skills
Equity Trading, Equities, Trading, Series 24, Series 7, Series 63, Securities, Investments, Financial Markets, Asset Allocation, Wealth Management, Investment Advisory, Asset Management, Estate Planning, Life Insurance, Mortgage Lending, Fixed Income, FINRA, Bloomberg, Derivatives, Capital Markets, Equity Research, Alternative Investments, Electronic Trading, Options, Hedge Funds, Risk Management, Bonds, Investment Banking, Trading Systems, Mutual Funds, Investment Strategies, Investment Management
Education
Harvard College 1985 — 1989
Bachelor of Arts, East Asian Studies
Groton School 1979 — 1984
CRT Capital Group May 2005 - October 2011
UBS 2001 - 2005
Paine Webber 2000 - 2001
Bear Stearns 1998 - 2000
Salomon Brothers 1996 - 1998
Lehman Brothers 1992 - 1996
Skills
Equity Trading, Equities, Trading, Series 24, Series 7, Series 63, Securities, Investments, Financial Markets, Asset Allocation, Wealth Management, Investment Advisory, Asset Management, Estate Planning, Life Insurance, Mortgage Lending, Fixed Income, FINRA, Bloomberg, Derivatives, Capital Markets, Equity Research, Alternative Investments, Electronic Trading, Options, Hedge Funds, Risk Management, Bonds, Investment Banking, Trading Systems, Mutual Funds, Investment Strategies, Investment Management
Education
Harvard College 1985 — 1989
Bachelor of Arts, East Asian Studies
Groton School 1979 — 1984
Douglas J. Shiver's UBS Experience May 2008 - September 2008
Job RSA, The Security Division of EMC
Industry Computer Software
Experience
RSA, The Security Division of EMC August 2015 - Present
US Trust September 2010 - August 2015
Massey Quick & Co., LLC May 2009 - September 2009
UBS May 2008 - September 2008
Skills
Equities, Alternative Investments, Due Diligence, Microsoft Excel, Financial Markets, PowerPoint, Research, Microsoft Office, Relationship Management, Sales, Financial Modeling, Equity Research, Asset Management, Mutual Funds, Credit, Microsoft Word, Bloomberg, Business Development, Fixed Income, Hedge Funds, Investments, Program Management, Valuation, Strategic Planning, Portfolio Management, Finance, Asset Allocation, Financial Analysis, Capital Markets, Private Equity, Lacrosse, Islands, Bird Watching, Bug Tracking, Water Survival, Snow Removal, Animal Husbandry
Education
Hobart and William Smith Colleges 2006 — 2010
Bachelor's degree, Political Science and Government
Delbarton 2000 — 2010
High School Diploma
RSA, The Security Division of EMC August 2015 - Present
US Trust September 2010 - August 2015
Massey Quick & Co., LLC May 2009 - September 2009
UBS May 2008 - September 2008
Skills
Equities, Alternative Investments, Due Diligence, Microsoft Excel, Financial Markets, PowerPoint, Research, Microsoft Office, Relationship Management, Sales, Financial Modeling, Equity Research, Asset Management, Mutual Funds, Credit, Microsoft Word, Bloomberg, Business Development, Fixed Income, Hedge Funds, Investments, Program Management, Valuation, Strategic Planning, Portfolio Management, Finance, Asset Allocation, Financial Analysis, Capital Markets, Private Equity, Lacrosse, Islands, Bird Watching, Bug Tracking, Water Survival, Snow Removal, Animal Husbandry
Education
Hobart and William Smith Colleges 2006 — 2010
Bachelor's degree, Political Science and Government
Delbarton 2000 — 2010
High School Diploma
Craig Rockett's UBS Experience January 2011 - May 2011
Job Health Insurance Underwriter at Cigna Healthcare
Industry Insurance
Experience
Cigna Insurance Services January 2012 - Present
UBS January 2011 - May 2011
UBS September 2010 - December 2010
Skills
Financial Analysis, Financial Modeling, Bloomberg, Access, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Portfolio Management, Teamwork, Outlook
Education
University of Tennessee-Knoxville 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
University of Tennessee-Knoxville - College of Business Administration 2007 — 2011
Bachelor of Business Administration (BBA), finance and international business
Cigna Insurance Services January 2012 - Present
UBS January 2011 - May 2011
UBS September 2010 - December 2010
Skills
Financial Analysis, Financial Modeling, Bloomberg, Access, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Portfolio Management, Teamwork, Outlook
Education
University of Tennessee-Knoxville 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
University of Tennessee-Knoxville - College of Business Administration 2007 — 2011
Bachelor of Business Administration (BBA), finance and international business
Dante Devine's UBS Experience January 2014 - Present
Job Managing Director at UBS
Industry Investment Banking
Experience
UBS January 2014 - Present
Barclays Capital March 2005 - January 2014
Education
Harvard University
UBS January 2014 - Present
Barclays Capital March 2005 - January 2014
Education
Harvard University
Chris Glockler's UBS Experience 2001 - Present
Job Executive Director, Credit Risk Control, Team Head Energy
Industry Financial Services
Experience
UBS 2001 - Present
BONNELL ASSOCIATES LTD September 2000 - April 2001
GMAC September 1998 - March 1999
Union Bank of Switzerland June 1993 - August 1998
Union Bank of Switzerland January 1990 - June 1993
UBS Deutschland January 1989 - January 1990
Union Bank of Switzerland September 1985 - December 1988
Chase Manhattan Bank, U.S. Regional Banking September 1982 - September 1985
Chase Manhattan Bank October 1981 - September 1982
Skills
Financial Analysis, Credit, Finance, Corporate Finance, Investment Banking, Financial Services, Capital Markets, Portfolio Management, Derivatives, Fixed Income, Bloomberg
Education
Harvard College 1975 — 1981
B.A. Magna Cum Laude, German Studies
The Hill School, Pottstown, PA 1971 — 1975
UBS 2001 - Present
BONNELL ASSOCIATES LTD September 2000 - April 2001
GMAC September 1998 - March 1999
Union Bank of Switzerland June 1993 - August 1998
Union Bank of Switzerland January 1990 - June 1993
UBS Deutschland January 1989 - January 1990
Union Bank of Switzerland September 1985 - December 1988
Chase Manhattan Bank, U.S. Regional Banking September 1982 - September 1985
Chase Manhattan Bank October 1981 - September 1982
Skills
Financial Analysis, Credit, Finance, Corporate Finance, Investment Banking, Financial Services, Capital Markets, Portfolio Management, Derivatives, Fixed Income, Bloomberg
Education
Harvard College 1975 — 1981
B.A. Magna Cum Laude, German Studies
The Hill School, Pottstown, PA 1971 — 1975
Jeff Donahue's UBS Experience 1996 - 1998
Job Vice President, Natural Resources, Private Investments at CPP Investment Board
Industry Investment Management
Experience
CPP Investment Board October 2009 - Present
BHP Billiton September 2003 - July 2009
Enron April 1998 - August 2003
UBS 1996 - 1998
Credit Suisse (fka CS First Boston) 1993 - 1996
McKinsey & Company 1990 - 1993
Kidder Peabody 1986 - 1988
ICF Incorporated 1984 - 1986
Skills
Strategy, Private Equity, Valuation, Business Development, Corporate Development, Financial Modeling, Due Diligence, Investment Banking, Mergers, Joint Ventures, Business Strategy, Capital Markets, Corporate Finance, Venture Capital, Mergers & Acquisitions, Analysis, Asset Management
Education
University of Chicago Graduate School of Business 1988 — 1990
MBA, Finance
Harvard College 1980 — 1984
AB, Applied Mathematics
CPP Investment Board October 2009 - Present
BHP Billiton September 2003 - July 2009
Enron April 1998 - August 2003
UBS 1996 - 1998
Credit Suisse (fka CS First Boston) 1993 - 1996
McKinsey & Company 1990 - 1993
Kidder Peabody 1986 - 1988
ICF Incorporated 1984 - 1986
Skills
Strategy, Private Equity, Valuation, Business Development, Corporate Development, Financial Modeling, Due Diligence, Investment Banking, Mergers, Joint Ventures, Business Strategy, Capital Markets, Corporate Finance, Venture Capital, Mergers & Acquisitions, Analysis, Asset Management
Education
University of Chicago Graduate School of Business 1988 — 1990
MBA, Finance
Harvard College 1980 — 1984
AB, Applied Mathematics
Gus Green's UBS Experience January 1988 - Present
Job Sr. Account Specialist at UBS
Industry Financial Services
Experience
UBS January 1988 - Present
Education
Harvard Business School 1985 — 1987
MBA
UBS January 1988 - Present
Education
Harvard Business School 1985 — 1987
MBA
Jaimie Park's UBS Experience December 2002 - February 2003
Job Manager, Strategic Planning at Fox International Channels
Industry Entertainment
Experience
Fox International Channels 2013 - Present
Fox Television Studios June 2012 - August 2012
Standard Chartered Bank 2005 - 2011
UBS December 2002 - February 2003
Skills
Due Diligence, Financial Modeling, Valuation, Corporate Finance, Business Development, Strategic Planning, Strategy, Competitive Analysis, Financial Analysis, Mergers & Acquisitions, Business Strategy, Emerging Markets, Market Research, Finance, Business Planning, Entrepreneurship, Market Analysis, Start-ups, Venture Capital, Corporate Development, Private Equity, Management Consulting, Investment Banking
Education
Harvard Business School 2011 — 2013
Fox International Channels 2013 - Present
Fox Television Studios June 2012 - August 2012
Standard Chartered Bank 2005 - 2011
UBS December 2002 - February 2003
Skills
Due Diligence, Financial Modeling, Valuation, Corporate Finance, Business Development, Strategic Planning, Strategy, Competitive Analysis, Financial Analysis, Mergers & Acquisitions, Business Strategy, Emerging Markets, Market Research, Finance, Business Planning, Entrepreneurship, Market Analysis, Start-ups, Venture Capital, Corporate Development, Private Equity, Management Consulting, Investment Banking
Education
Harvard Business School 2011 — 2013
Adrian Radzyminski's UBS Experience June 2013 - September 2013
Job Candidate for Master of Finance at MIT Sloan School of Management
Industry Financial Services
Experience
Merrill Lynch June 2014 - August 2014
UBS June 2013 - September 2013
Commerzbank AG July 2012 - September 2012
ICAP June 2012 - June 2012
Enactus September 2011 - June 2012
Skills
Marketing Strategy, Change Management, Business Strategy, Entrepreneurship, Management Consulting, Business Development, Business Analysis, Financial Analysis, Team Leadership, Strategic Planning, Market Research, Financial Modeling, Project Management, French, Data Analysis, English, Marketing Communications, Operations Management, Negotiation, New Business Development, Microsoft Excel
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master of Candidate, Class of 2016, Finance
香港科大商學院 2013 — 2014
Exchange Year
University of Warwick - Warwick Business School 2011 — 2015
Bachelor of Science (BSc), International Management, Graduated with 1st Class Honours
Frankfurt International School 2008 — 2011
Billingual International Baccalaureate Diploma
Merrill Lynch June 2014 - August 2014
UBS June 2013 - September 2013
Commerzbank AG July 2012 - September 2012
ICAP June 2012 - June 2012
Enactus September 2011 - June 2012
Skills
Marketing Strategy, Change Management, Business Strategy, Entrepreneurship, Management Consulting, Business Development, Business Analysis, Financial Analysis, Team Leadership, Strategic Planning, Market Research, Financial Modeling, Project Management, French, Data Analysis, English, Marketing Communications, Operations Management, Negotiation, New Business Development, Microsoft Excel
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master of Candidate, Class of 2016, Finance
香港科大商學院 2013 — 2014
Exchange Year
University of Warwick - Warwick Business School 2011 — 2015
Bachelor of Science (BSc), International Management, Graduated with 1st Class Honours
Frankfurt International School 2008 — 2011
Billingual International Baccalaureate Diploma
Bradley Guhl's UBS Experience September 1990 - June 1996
Job Test Engineer Leader/Asst Mgr at CSC
Industry Information Technology and Services
Experience
CSC June 2007 - Present
Meso Scale Discovery January 2007 - May 2007
Computer Associates, Inc August 2004 - December 2006
1Source Consulting October 2003 - September 2004
SAIC May 1997 - March 2003
Airlines Reporting Corporation October 1996 - May 1997
Vistech Inc. June 1996 - September 1996
UBS September 1990 - June 1996
Career Blazers & Personnel Pool October 1988 - August 1990
UBS June 1983 - December 1984
Skills
Quality Center, QTP, Oracle, Testing, Quality Assurance, Test Planning, Business Analysis, Test Management, Manual Testing, Regression Testing, System Testing, Test Automation, Test Cases, User Acceptance Testing, Test Strategy
Education
The University of Connecticut 1986 — 1988
Master of Business Administration (MBA), Accounting and Finance
Heald College 1985 — 1986
Diploma, Data Processing & Accounting
UC Berkeley 1978 — 1983
Bachelor of Arts (B.A.), German Studies
CSC June 2007 - Present
Meso Scale Discovery January 2007 - May 2007
Computer Associates, Inc August 2004 - December 2006
1Source Consulting October 2003 - September 2004
SAIC May 1997 - March 2003
Airlines Reporting Corporation October 1996 - May 1997
Vistech Inc. June 1996 - September 1996
UBS September 1990 - June 1996
Career Blazers & Personnel Pool October 1988 - August 1990
UBS June 1983 - December 1984
Skills
Quality Center, QTP, Oracle, Testing, Quality Assurance, Test Planning, Business Analysis, Test Management, Manual Testing, Regression Testing, System Testing, Test Automation, Test Cases, User Acceptance Testing, Test Strategy
Education
The University of Connecticut 1986 — 1988
Master of Business Administration (MBA), Accounting and Finance
Heald College 1985 — 1986
Diploma, Data Processing & Accounting
UC Berkeley 1978 — 1983
Bachelor of Arts (B.A.), German Studies
Avner Barak M.'s UBS Experience 2009 - 2012
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
UBS 2009 - 2012
McKinsey & Company 2008 - 2009
McKinsey & Company 2006 - 2008
McKinsey & Company 2004 - 2006
Bill & Melinda Gates Foundation 2003 - 2003
Lehman Brothers 2002 - 2002
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2001 - 2001
Skills
Investment Banking, Management Consulting, Solicitation
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
Harvard Law School 2000 — 2004
Doctor of Law (J.D.)
The Hebrew University 1997 — 2000
Bachelor of Arts (B.A.), Philosophy, Politics, Economics
UBS 2009 - 2012
McKinsey & Company 2008 - 2009
McKinsey & Company 2006 - 2008
McKinsey & Company 2004 - 2006
Bill & Melinda Gates Foundation 2003 - 2003
Lehman Brothers 2002 - 2002
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2001 - 2001
Skills
Investment Banking, Management Consulting, Solicitation
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
Harvard Law School 2000 — 2004
Doctor of Law (J.D.)
The Hebrew University 1997 — 2000
Bachelor of Arts (B.A.), Philosophy, Politics, Economics
Gregory COUCH's UBS Experience April 2013 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS April 2013 - Present
Morgan Stanley Wealth Management November 1983 - April 2013
Education
Hobart and William Smith Colleges 1976 — 1980
Bachelor of Arts (BA), Economics
UBS April 2013 - Present
Morgan Stanley Wealth Management November 1983 - April 2013
Education
Hobart and William Smith Colleges 1976 — 1980
Bachelor of Arts (BA), Economics
Adrian Gordon's UBS Experience February 2000 - April 2003
Job
Industry Investment Banking
Experience
Nike September 2013 - Present
Deutsche Bank April 2003 - October 2011
UBS February 2000 - April 2003
Morgan Stanley September 1998 - February 2000
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Accounting, Financial Reporting, Finance, Bloomberg, Account Reconciliation, Cash Management, Valuation, Investment Banking, Microsoft Excel, Financial Accounting, Banking, Budgets, Equities, Auditing, Internal Controls, Forecasting, Internal Audit
Education
Hartwick College 1994 — 1998
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Nike September 2013 - Present
Deutsche Bank April 2003 - October 2011
UBS February 2000 - April 2003
Morgan Stanley September 1998 - February 2000
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Accounting, Financial Reporting, Finance, Bloomberg, Account Reconciliation, Cash Management, Valuation, Investment Banking, Microsoft Excel, Financial Accounting, Banking, Budgets, Equities, Auditing, Internal Controls, Forecasting, Internal Audit
Education
Hartwick College 1994 — 1998
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.