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
Michael F. Vetere Michael F. Vetere's UBS Experience March 2005 - May 2009
Job Founder and President
Industry Financial Services
Experience
Vetere Financial Enterprises, Inc. September 2010 - Present
Ameritas September 2010 - Present
MetLife May 2009 - September 2010
UBS March 2005 - May 2009
Morgan Stanley April 2001 - March 2005
Skills
Series 7, Series 66, Series 31, Life Insurance, Health Insurance, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Portfolio Management, Securities, Asset Allocation, Alternative Investments, Fixed Annuities, Equities, Financial Advisory, Investment Strategies, Asset Management, Financial Services, Estate Planning, Investments, Strategic Planning, Retirement, Insurance
Education
Hofstra University 1995 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Vetere Financial Enterprises, Inc. September 2010 - Present
Ameritas September 2010 - Present
MetLife May 2009 - September 2010
UBS March 2005 - May 2009
Morgan Stanley April 2001 - March 2005
Skills
Series 7, Series 66, Series 31, Life Insurance, Health Insurance, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Portfolio Management, Securities, Asset Allocation, Alternative Investments, Fixed Annuities, Equities, Financial Advisory, Investment Strategies, Asset Management, Financial Services, Estate Planning, Investments, Strategic Planning, Retirement, Insurance
Education
Hofstra University 1995 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Jenny Cassar Jenny Cassar's UBS Experience June 2009 - November 2009
Job Senior Project Manager at State Railing Corporation
Industry Construction
Experience
State Railing Corporation February 2015 - Present
Allan Window Technologies December 2013 - February 2015
LSC Railings Inc. June 2009 - December 2013
RBC Capital Markets August 2009 - April 2010
UBS June 2009 - November 2009
Skills
Project Management, Project Planning, Team Leadership, Process Improvement, Business Analysis, Engineering, Strategic Planning, MS Project, Analysis, Stakeholder Management, Budgets, Software Documentation, Requirements Analysis, Microsoft Office, Product Management, AutoCAD, Process Scheduler, Change Management, Construction Management, Construction, Project Coordination, Renovation, CAD, Architectural Drawings, Operations Management, Leadership, SDLC, Architectural Design, Risk Management, Agile Methodologies, Management, Customer Service
Education
itu online 2015 — 2016
PMP, Project Management
Humber College 2011 — 2012
Construction Management
State Railing Corporation February 2015 - Present
Allan Window Technologies December 2013 - February 2015
LSC Railings Inc. June 2009 - December 2013
RBC Capital Markets August 2009 - April 2010
UBS June 2009 - November 2009
Skills
Project Management, Project Planning, Team Leadership, Process Improvement, Business Analysis, Engineering, Strategic Planning, MS Project, Analysis, Stakeholder Management, Budgets, Software Documentation, Requirements Analysis, Microsoft Office, Product Management, AutoCAD, Process Scheduler, Change Management, Construction Management, Construction, Project Coordination, Renovation, CAD, Architectural Drawings, Operations Management, Leadership, SDLC, Architectural Design, Risk Management, Agile Methodologies, Management, Customer Service
Education
itu online 2015 — 2016
PMP, Project Management
Humber College 2011 — 2012
Construction Management
Natalie Kisil's UBS Experience January 2009 - June 2009
Job Human Resources Manager, Sales at Molson Coors
Industry Human Resources
Experience
Molson Coors Canada October 2014 - Present
Molson Coors Canada August 2013 - October 2014
Molson Coors Canada September 2011 - August 2013
KPMG December 2010 - September 2011
Weston Foods Canada May 2010 - December 2010
George Weston Limited December 2009 - May 2010
UBS January 2009 - June 2009
Skills
Human Resources, Talent Acquisition, Applicant Tracking..., Recruiting, Talent Management, Interviews, Onboarding, Sourcing, Graduate Recruitment, Technical Recruiting, Temporary Placement, Social Media, Coaching, Management, Payroll, New Hire Orientations, Employee Relations, HRIS, Succession Planning, Employee Engagement, Interviewing, Full-cycle Recruiting, Metrics, Talent Mining, Mass Hiring, Job Evaluation, Compensation & Benefits..., HR Policies
Education
Humber College 2008 — 2009
Certificate, Human Resource Management - Business Administration
Wilfrid Laurier University 2004 — 2008
Honours Bachelor of Arts
HRPA
CHRP
Molson Coors Canada October 2014 - Present
Molson Coors Canada August 2013 - October 2014
Molson Coors Canada September 2011 - August 2013
KPMG December 2010 - September 2011
Weston Foods Canada May 2010 - December 2010
George Weston Limited December 2009 - May 2010
UBS January 2009 - June 2009
Skills
Human Resources, Talent Acquisition, Applicant Tracking..., Recruiting, Talent Management, Interviews, Onboarding, Sourcing, Graduate Recruitment, Technical Recruiting, Temporary Placement, Social Media, Coaching, Management, Payroll, New Hire Orientations, Employee Relations, HRIS, Succession Planning, Employee Engagement, Interviewing, Full-cycle Recruiting, Metrics, Talent Mining, Mass Hiring, Job Evaluation, Compensation & Benefits..., HR Policies
Education
Humber College 2008 — 2009
Certificate, Human Resource Management - Business Administration
Wilfrid Laurier University 2004 — 2008
Honours Bachelor of Arts
HRPA
CHRP
April Zaimi April Zaimi's UBS Experience March 2008 - May 2012
Job Owner at OER
Industry Information Technology and Services
Experience
OER Services May 2012 - Present
UBS March 2008 - May 2012
UBS November 2006 - March 2008
UBS January 2002 - November 2006
Skills
Vendor Management, Program Management, Business Analysis, Project Management, SDLC
Education
Illinois State University 1997 — 2001
B.S., Computer Science
OER Services May 2012 - Present
UBS March 2008 - May 2012
UBS November 2006 - March 2008
UBS January 2002 - November 2006
Skills
Vendor Management, Program Management, Business Analysis, Project Management, SDLC
Education
Illinois State University 1997 — 2001
B.S., Computer Science
Tiffany Soliz Tiffany Soliz's UBS Experience 1996 - 2005
Job Senior Investment Associate
Industry Financial Services
Experience
RBC Wealth Management May 2005 - Present
UBS 1996 - 2005
Morgan Stanley December 1992 - 1996
Education
College of Financial Planning 2008 — 2008
Registered Para Planner, Financial Planning
Houston Community College 1991 — 1995
Associates of General Studies
Cy-fair isd 1988 — 1991
RBC Wealth Management May 2005 - Present
UBS 1996 - 2005
Morgan Stanley December 1992 - 1996
Education
College of Financial Planning 2008 — 2008
Registered Para Planner, Financial Planning
Houston Community College 1991 — 1995
Associates of General Studies
Cy-fair isd 1988 — 1991
Daniel Mann Daniel Mann's UBS Experience 2001 - 2003
Job Vice President at Tropical Tan
Industry Retail
Experience
Tropical Tan 2003 - Present
UBS 2001 - 2003
United States Marine Corps 1994 - 2002
Morgan Stanley Dean Witter 1999 - 2000
Education
Humboldt University of Berlin 1997 — 1997
University of Washington 1992 — 1997
BA
Highschool
Tropical Tan 2003 - Present
UBS 2001 - 2003
United States Marine Corps 1994 - 2002
Morgan Stanley Dean Witter 1999 - 2000
Education
Humboldt University of Berlin 1997 — 1997
University of Washington 1992 — 1997
BA
Highschool
G Scott Morrison G Scott Morrison's UBS Experience September 2008 - November 2011
Job Chief of Staff
Industry Education Management
Experience
Tucson Unified School District July 2014 - Present
Tucson Unified School District April 2014 - Present
Adecco Engineering & IT September 2013 - April 2014
Farmers Insurance August 2012 - September 2013
UBS September 2008 - November 2011
UBS June 2006 - September 2008
Prudential Financial August 1999 - June 2006
Prudential Financial August 1997 - August 1999
Skills
Project Management, Information Technology, Business Process..., Team Management, Strategic Leadership, Production Budgeting, Consulting, Incident Management, Disaster Recovery, Crisis Management, Microsoft Technologies, Operational Risk..., ITIL Process, Vendor Management, Manage Client..., Management, PMP, Business Process, Integration, Data Center, Human Resources, Team Building, Executive Management, Change Management, Strategic Planning, Risk Management
Education
Hofstra University 1986 — 1991
Bachelors of Science, Mechanical Engineering
Tucson Unified School District July 2014 - Present
Tucson Unified School District April 2014 - Present
Adecco Engineering & IT September 2013 - April 2014
Farmers Insurance August 2012 - September 2013
UBS September 2008 - November 2011
UBS June 2006 - September 2008
Prudential Financial August 1999 - June 2006
Prudential Financial August 1997 - August 1999
Skills
Project Management, Information Technology, Business Process..., Team Management, Strategic Leadership, Production Budgeting, Consulting, Incident Management, Disaster Recovery, Crisis Management, Microsoft Technologies, Operational Risk..., ITIL Process, Vendor Management, Manage Client..., Management, PMP, Business Process, Integration, Data Center, Human Resources, Team Building, Executive Management, Change Management, Strategic Planning, Risk Management
Education
Hofstra University 1986 — 1991
Bachelors of Science, Mechanical Engineering
Carolina Ortiz Rosso's UBS Experience May 2008 - July 2008
Job Marketing Manager at Nordstrom Puerto Rico
Industry Marketing and Advertising
Experience
Nordstrom December 2014 - Present
Coty July 2014 - November 2014
Coty August 2013 - June 2014
PR Supplies January 2011 - August 2012
Young and Rubicam June 2010 - July 2010
Devine + Partners January 2010 - May 2010
Food on the Table October 2009 - February 2010
Ponce Museum of Art June 2009 - July 2009
UBS May 2008 - July 2008
Veintinueve de febrero June 2007 - July 2007
Skills
Marketing, Marketing Strategy, Consumer Insight, Market Research, Branding Initiatives, Social Media, Teamwork, Public Relations, Facebook, Editing, Media Relations, Web 2.0, Team Leadership, Event Planning, Writing, Microsoft Office, MS Office Suite, Advertising, Social Media Marketing, Strategy
Education
Instituto de Empresa 2012 — 2013
Master of Arts (M.A.), Marker Research and Consumer Behavior
Saint Joseph's University 2006 — 2010
Bachelor of Arts, English, Minor: Marketing
Nordstrom December 2014 - Present
Coty July 2014 - November 2014
Coty August 2013 - June 2014
PR Supplies January 2011 - August 2012
Young and Rubicam June 2010 - July 2010
Devine + Partners January 2010 - May 2010
Food on the Table October 2009 - February 2010
Ponce Museum of Art June 2009 - July 2009
UBS May 2008 - July 2008
Veintinueve de febrero June 2007 - July 2007
Skills
Marketing, Marketing Strategy, Consumer Insight, Market Research, Branding Initiatives, Social Media, Teamwork, Public Relations, Facebook, Editing, Media Relations, Web 2.0, Team Leadership, Event Planning, Writing, Microsoft Office, MS Office Suite, Advertising, Social Media Marketing, Strategy
Education
Instituto de Empresa 2012 — 2013
Master of Arts (M.A.), Marker Research and Consumer Behavior
Saint Joseph's University 2006 — 2010
Bachelor of Arts, English, Minor: Marketing
Robert Cairns Robert Cairns's UBS Experience July 2011 - October 2013
Job Financial Services Professional
Industry Financial Services
Experience
UBS July 2011 - October 2013
UBS January 2005 - July 2011
UBS April 2001 - January 2005
Smart Resources August 2000 - March 2001
American Fronteer Financial Corporation November 1995 - July 2000
L.C. Wegard, Inc May 1994 - November 1995
Skills
Process Improvement, 10b5-1 Plans, Employee Stock Options, High Net Worth..., Risk Management, Customer Service, Confidentiality, Effective Communication, Team Building, Financial Analysis, Leadership, Strategic Financial..., Financial Modeling, Strategic Planning, Business Analysis, Series 7, Series 66, Integrity, Equity Trading, Trading Systems, Banking, Microsoft Office, Securities, Portfolio Management, Investments, Financial Services, Series 63, Financial Advisory, Trading, Finance, Retirement, Options
Education
Illinois State University 1991 — 1993
Bachelor of Science, Marketing
UBS July 2011 - October 2013
UBS January 2005 - July 2011
UBS April 2001 - January 2005
Smart Resources August 2000 - March 2001
American Fronteer Financial Corporation November 1995 - July 2000
L.C. Wegard, Inc May 1994 - November 1995
Skills
Process Improvement, 10b5-1 Plans, Employee Stock Options, High Net Worth..., Risk Management, Customer Service, Confidentiality, Effective Communication, Team Building, Financial Analysis, Leadership, Strategic Financial..., Financial Modeling, Strategic Planning, Business Analysis, Series 7, Series 66, Integrity, Equity Trading, Trading Systems, Banking, Microsoft Office, Securities, Portfolio Management, Investments, Financial Services, Series 63, Financial Advisory, Trading, Finance, Retirement, Options
Education
Illinois State University 1991 — 1993
Bachelor of Science, Marketing
Joji John Joji John's UBS Experience November 2006 - November 2010
Job Advisory Manager at KPMG
Industry Accounting
Experience
KPMG US October 2013 - Present
KPMG November 2010 - September 2013
UBS November 2006 - November 2010
Bank of New York Mellon February 2005 - November 2006
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Auditing, Accounting, Risk Management, Financial Reporting, Financial Modeling, IT Audit, Financial Accounting, Enterprise Risk..., Internal Audit, US GAAP, Financial Risk, IFRS, Assurance, Sarbanes-Oxley, SEC filings, External Audit, Due Diligence, Corporate Finance, Financial Statements, Big 4
Education
Hofstra University
BBA, Finance
Jones International University
Master of Business Administration (MBA), Accounting
KPMG US October 2013 - Present
KPMG November 2010 - September 2013
UBS November 2006 - November 2010
Bank of New York Mellon February 2005 - November 2006
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Auditing, Accounting, Risk Management, Financial Reporting, Financial Modeling, IT Audit, Financial Accounting, Enterprise Risk..., Internal Audit, US GAAP, Financial Risk, IFRS, Assurance, Sarbanes-Oxley, SEC filings, External Audit, Due Diligence, Corporate Finance, Financial Statements, Big 4
Education
Hofstra University
BBA, Finance
Jones International University
Master of Business Administration (MBA), Accounting
Laura Swift, CIMA®'s UBS Experience 2006 - 2009
Job Partner, Financial Advisor at Quad Cities Investment Group
Industry Financial Services
Experience
Quad Cities Investment Group 2010 - Present
UBS 2006 - 2009
Piper Jaffray 2001 - 2006
Merrill Lynch 2000 - 2001
Education
Illinois State University 1980 — 1985
Bachelor of Science with Honors, Biological Sciences, Chemistry
Quad Cities Investment Group 2010 - Present
UBS 2006 - 2009
Piper Jaffray 2001 - 2006
Merrill Lynch 2000 - 2001
Education
Illinois State University 1980 — 1985
Bachelor of Science with Honors, Biological Sciences, Chemistry
Jocelyn Kitaeff Jocelyn Kitaeff's UBS Experience June 2006 - January 2008
Job Sponsorship Director at Worldwide Business Research (WBR)
Industry Financial Services
Experience
Worldwide Business Research (WBR) May 2015 - Present
Codestreet July 2009 - May 2015
Goldman Sachs Asset Management May 2008 - August 2008
UBS June 2006 - January 2008
Skills
Salesforce.com, Capital Markets, Fixed Income, Equities, Financial Markets, Series 7, Project Management, Trading Systems, Sales, Microsoft Excel, Bloomberg, Electronic Trading, Series 63, Trading, Microsoft Office
Education
University of Miami - School of Business 2006 — 2009
BBA, Marketing, Finance
Hofstra University 2005 — 2006
BBA, Finance
Worldwide Business Research (WBR) May 2015 - Present
Codestreet July 2009 - May 2015
Goldman Sachs Asset Management May 2008 - August 2008
UBS June 2006 - January 2008
Skills
Salesforce.com, Capital Markets, Fixed Income, Equities, Financial Markets, Series 7, Project Management, Trading Systems, Sales, Microsoft Excel, Bloomberg, Electronic Trading, Series 63, Trading, Microsoft Office
Education
University of Miami - School of Business 2006 — 2009
BBA, Marketing, Finance
Hofstra University 2005 — 2006
BBA, Finance
Ashlee Oliver Ashlee Oliver's UBS Experience January 2012 - January 2012
Job Vlogger at LupusFearsMe
Industry Staffing and Recruiting
Experience
Union Investment LLC. May 2014 - Present
LupusFearsMe May 2014 - Present
Hollins University August 2007 - April 2013
Amsale January 2013 - January 2013
Hollins University 2007 - 2013
UBS January 2012 - January 2012
Skills
German, Economics, International Business, Leadership, Fundraising, Event Planning, Customer Service, Quality Assurance, Meeting Planning, Microsoft Office, HTML scripting, Marketing, Analysis, Management
Education
Hollins University 2006 — 2013
Bachelor of Arts (B.A.), Economics and International Business
Union Investment LLC. May 2014 - Present
LupusFearsMe May 2014 - Present
Hollins University August 2007 - April 2013
Amsale January 2013 - January 2013
Hollins University 2007 - 2013
UBS January 2012 - January 2012
Skills
German, Economics, International Business, Leadership, Fundraising, Event Planning, Customer Service, Quality Assurance, Meeting Planning, Microsoft Office, HTML scripting, Marketing, Analysis, Management
Education
Hollins University 2006 — 2013
Bachelor of Arts (B.A.), Economics and International Business
Petia Moutaftchieva Petia Moutaftchieva's UBS Experience October 2012 - October 2014
Job Analyst
Industry Financial Services
Experience
First Southwest November 2014 - Present
UBS October 2012 - October 2014
Chase June 2011 - September 2011
Wells Fargo Advisors June 2010 - May 2011
SMU International Center February 2010 - May 2010
Education
Instituto de Empresa 2011 — 2012
Master's degree, International Relations
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, 3.62
First Southwest November 2014 - Present
UBS October 2012 - October 2014
Chase June 2011 - September 2011
Wells Fargo Advisors June 2010 - May 2011
SMU International Center February 2010 - May 2010
Education
Instituto de Empresa 2011 — 2012
Master's degree, International Relations
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, 3.62
Steven Rojas Steven Rojas's UBS Experience May 2013 - March 2014
Job Genius at Apple
Industry Computer Hardware
Experience
Apple July 2015 - Present
Apple November 2014 - June 2015
Exelon Summer Institute at IIT July 2014 - June 2015
Freelance Coders Camp June 2014 - June 2015
Geek Squad May 2014 - November 2014
Lincoln's ChalleNGe Academy April 2013 - June 2014
Brooksource April 2013 - April 2014
UBS May 2013 - March 2014
Museum of Science and Industry March 2013 - April 2013
Office of Institutional Advancement at Illinois Institute of Technology March 2012 - August 2012
Skills
iOS development, IT Hardware Support, Computer Science, Computer Repair, Dedicated Professional, C, Java, Computers, Dedication to work, iPhone Support, Dedication to..., Code, IT Strategy, iPhone, Apple, Flexibility, Professional..., Communication, Innovation, Work Ethic, Energy, Loyalty, Solutions Oriented, Time Management, iOS jailbreak, Computer Hardware, Microsoft Excel, Public Speaking, Customer Service
Education
Illinois Institute of Technology 2011 — 2016
Bachelor of Science (B.S.), Computer Engineering; Computer Science
Cristo Rey Jesuit HIgh School 2007 — 2011
Apple July 2015 - Present
Apple November 2014 - June 2015
Exelon Summer Institute at IIT July 2014 - June 2015
Freelance Coders Camp June 2014 - June 2015
Geek Squad May 2014 - November 2014
Lincoln's ChalleNGe Academy April 2013 - June 2014
Brooksource April 2013 - April 2014
UBS May 2013 - March 2014
Museum of Science and Industry March 2013 - April 2013
Office of Institutional Advancement at Illinois Institute of Technology March 2012 - August 2012
Skills
iOS development, IT Hardware Support, Computer Science, Computer Repair, Dedicated Professional, C, Java, Computers, Dedication to work, iPhone Support, Dedication to..., Code, IT Strategy, iPhone, Apple, Flexibility, Professional..., Communication, Innovation, Work Ethic, Energy, Loyalty, Solutions Oriented, Time Management, iOS jailbreak, Computer Hardware, Microsoft Excel, Public Speaking, Customer Service
Education
Illinois Institute of Technology 2011 — 2016
Bachelor of Science (B.S.), Computer Engineering; Computer Science
Cristo Rey Jesuit HIgh School 2007 — 2011
Jennifer Blazevich Jennifer Blazevich's UBS Experience March 2001 - May 2006
Job Executive Assistant
Industry Hospital & Health Care
Experience
Winthrop-University Hospital March 2015 - Present
Heritage Strategies, LLC March 2014 - August 2014
Credit Suisse May 2006 - April 2013
UBS March 2001 - May 2006
JPMorgan Chase & Co. January 1998 - March 2001
Education
Hofstra University 2000 — 2004
Bachelor of Business Administration, Finance
Winthrop-University Hospital March 2015 - Present
Heritage Strategies, LLC March 2014 - August 2014
Credit Suisse May 2006 - April 2013
UBS March 2001 - May 2006
JPMorgan Chase & Co. January 1998 - March 2001
Education
Hofstra University 2000 — 2004
Bachelor of Business Administration, Finance
Kathy Chen Kathy Chen's UBS Experience December 2013 - May 2014
Job IT Control Analyst
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
JPMorgan Chase & Co. December 2014 - March 2015
Engel & Völkers Locust Valley August 2014 - December 2014
UBS December 2013 - May 2014
Skills
PowerPoint, Microsoft Word, Valuation, Financial Modeling, Bloomberg, Social Media, Microsoft Excel, Investments, Financial Analysis, Microsoft Office, Finance, Banking, Corporate Finance, Financial Reporting, Data Analysis, Customer Service, Research, Mandarin, Microsoft PowerPoint, Analysis, Management, Market Research, Teamwork, Public Speaking, Access, SAS Programming, SQL
Education
Hofstra University 2012 — 2014
Master of Business Administration (M.B.A.), Banking and Financial Support Services
Morgan Stanley June 2015 - Present
JPMorgan Chase & Co. December 2014 - March 2015
Engel & Völkers Locust Valley August 2014 - December 2014
UBS December 2013 - May 2014
Skills
PowerPoint, Microsoft Word, Valuation, Financial Modeling, Bloomberg, Social Media, Microsoft Excel, Investments, Financial Analysis, Microsoft Office, Finance, Banking, Corporate Finance, Financial Reporting, Data Analysis, Customer Service, Research, Mandarin, Microsoft PowerPoint, Analysis, Management, Market Research, Teamwork, Public Speaking, Access, SAS Programming, SQL
Education
Hofstra University 2012 — 2014
Master of Business Administration (M.B.A.), Banking and Financial Support Services
Eric Glenn Eric Glenn's UBS Experience August 2014 - January 2015
Job Business Analyst at HSBC
Industry Design
Experience
HSBC January 2015 - Present
FDM Group May 2014 - Present
Knockout Athletics June 2013 - Present
ID8 Solutions Inc. 2011 - Present
UBS August 2014 - January 2015
BoConcept March 2014 - May 2014
RUX 2013 - 2013
Mondo Collection 2011 - 2013
Marset USA 2012 - 2012
Traversoft 2011 - 2012
Skills
Photoshop, Illustrator, InDesign, Microsoft Office, Graphic Design, Adobe Creative Suite, Sketching, PowerPoint, Word, Solidworks, Logo Design, Model Making, Industrial Design, Research, Product Design, Maya, Marker Rendering, Microsoft Word
Education
Humber College 2009 — 2013
Bachelor's Degree, Industrial and Product Design
HSBC January 2015 - Present
FDM Group May 2014 - Present
Knockout Athletics June 2013 - Present
ID8 Solutions Inc. 2011 - Present
UBS August 2014 - January 2015
BoConcept March 2014 - May 2014
RUX 2013 - 2013
Mondo Collection 2011 - 2013
Marset USA 2012 - 2012
Traversoft 2011 - 2012
Skills
Photoshop, Illustrator, InDesign, Microsoft Office, Graphic Design, Adobe Creative Suite, Sketching, PowerPoint, Word, Solidworks, Logo Design, Model Making, Industrial Design, Research, Product Design, Maya, Marker Rendering, Microsoft Word
Education
Humber College 2009 — 2013
Bachelor's Degree, Industrial and Product Design
Roland Jefferson Roland Jefferson's UBS Experience July 2006 - September 2006
Job Load and Performance Test Automation Lead Architect at John Wiley and Sons
Industry Information Technology and Services
Experience
John Wiley and Sons September 2014 - Present
Jefferson Quality Assurance, Inc. November 2000 - Present
HBO June 2011 - August 2014
EmblemHealth February 2009 - May 2011
Comcast October 2008 - January 2009
Group RCI October 2007 - September 2008
GHI June 2007 - September 2007
Barnes & Noble March 2007 - May 2007
Comcast March 2006 - February 2007
UBS July 2006 - September 2006
Skills
LoadRunner, Performance Center, Quality Center, QTP, C++, Siebel, SDLC, Test Planning, Testing, User Acceptance Testing, System Testing, Test Automation, Test Management, Quality Assurance, Software Quality..., Agile Methodologies, Project Management, Oracle, Performance Testing, Performance Tuning, Performance Engineering, Software Project..., Software Documentation, Databases, Regression Testing, Visio, Unix, Integration, Web Services, XML, Microsoft SQL Server, SQL, .NET, Test Cases, Manual Testing, HP QTP, HP Quality Center
Education
Howard University 1989 — 1992
B.S., Zoology-Pre-Med
John Wiley and Sons September 2014 - Present
Jefferson Quality Assurance, Inc. November 2000 - Present
HBO June 2011 - August 2014
EmblemHealth February 2009 - May 2011
Comcast October 2008 - January 2009
Group RCI October 2007 - September 2008
GHI June 2007 - September 2007
Barnes & Noble March 2007 - May 2007
Comcast March 2006 - February 2007
UBS July 2006 - September 2006
Skills
LoadRunner, Performance Center, Quality Center, QTP, C++, Siebel, SDLC, Test Planning, Testing, User Acceptance Testing, System Testing, Test Automation, Test Management, Quality Assurance, Software Quality..., Agile Methodologies, Project Management, Oracle, Performance Testing, Performance Tuning, Performance Engineering, Software Project..., Software Documentation, Databases, Regression Testing, Visio, Unix, Integration, Web Services, XML, Microsoft SQL Server, SQL, .NET, Test Cases, Manual Testing, HP QTP, HP Quality Center
Education
Howard University 1989 — 1992
B.S., Zoology-Pre-Med
Ernie D'Angelo Ernie D'Angelo's UBS Experience August 2004 - September 2005
Job Banking Professional
Industry Banking
Experience
Risk Management Group (RMG) January 2006 - February 2011
UBS August 2004 - September 2005
THE CLAYTON GROUP August 2004 - November 2004
Franklin Credit Management October 1999 - May 2004
Citi April 1994 - August 1998
Dime Savings Bank May 1988 - January 1994
Education
St. John's University
Bachelor's degree
Hofstra University
Risk Management Group (RMG) January 2006 - February 2011
UBS August 2004 - September 2005
THE CLAYTON GROUP August 2004 - November 2004
Franklin Credit Management October 1999 - May 2004
Citi April 1994 - August 1998
Dime Savings Bank May 1988 - January 1994
Education
St. John's University
Bachelor's degree
Hofstra University
Durga Rao Manchikanti Durga Rao Manchikanti's UBS Experience August 2008 - November 2009
Job Technical Consultant
Industry Computer Software
Experience
Thomson Reuters August 2011 - April 2015
Goldman Sachs March 2010 - July 2011
UBS August 2008 - November 2009
Lehman Brothers July 2007 - June 2008
Wings Consultants May 2005 - March 2007
Skills
Java, J2EE, Spring, Hibernate, Struts, Databases, MongoDB, SOA, Tomcat, JSP, Agile Methodologies, Java Enterprise Edition, Web Services, Design Patterns, XML, AJAX, Ant, JUnit, Eclipse, OOP, Software Development, JavaScript, Unix, Servlets, UML, Oracle, Microsoft SQL Server, SQL, PL/SQL, Spring Framework, SDLC, Requirements Analysis, Business Analysis
Education
IBS Hyderabad 2003 — 2005
Master of Business Administration (M.B.A.), I.T & Finance
Koneru Lakshmaiah College of Engineering 1998 — 2002
B.Tech, Computer Science
Vijaya Krishna Day Scholars Jr College 1996 — 1998
Intermediate, MPC
Sree Vani Public School 1985 — 1996
SSC, MPC
Thomson Reuters August 2011 - April 2015
Goldman Sachs March 2010 - July 2011
UBS August 2008 - November 2009
Lehman Brothers July 2007 - June 2008
Wings Consultants May 2005 - March 2007
Skills
Java, J2EE, Spring, Hibernate, Struts, Databases, MongoDB, SOA, Tomcat, JSP, Agile Methodologies, Java Enterprise Edition, Web Services, Design Patterns, XML, AJAX, Ant, JUnit, Eclipse, OOP, Software Development, JavaScript, Unix, Servlets, UML, Oracle, Microsoft SQL Server, SQL, PL/SQL, Spring Framework, SDLC, Requirements Analysis, Business Analysis
Education
IBS Hyderabad 2003 — 2005
Master of Business Administration (M.B.A.), I.T & Finance
Koneru Lakshmaiah College of Engineering 1998 — 2002
B.Tech, Computer Science
Vijaya Krishna Day Scholars Jr College 1996 — 1998
Intermediate, MPC
Sree Vani Public School 1985 — 1996
SSC, MPC
Geri Yurkon Geri Yurkon's UBS Experience April 2006 - May 2010
Job Manager of Business Administration @ Dataminr
Industry Executive Office
Experience
Dataminr June 2010 - Present
UBS April 2006 - May 2010
Partners In Human Resources International April 2001 - April 2006
Current Medical Directions April 1999 - April 2001
Dow Jones 1996 - 1999
First Savings and Loan of Bayonne 1994 - 1996
Skills
Analytics, Executive Coaching, Management, Vendor Management, Leadership, Organizational..., Social Media, Mergers, Employee Relations, Performance Management, Strategy, Change Management, Project Management, Program Management, Business Strategy
Education
Bayonne High School
Hood College
Marine Biology
Dataminr June 2010 - Present
UBS April 2006 - May 2010
Partners In Human Resources International April 2001 - April 2006
Current Medical Directions April 1999 - April 2001
Dow Jones 1996 - 1999
First Savings and Loan of Bayonne 1994 - 1996
Skills
Analytics, Executive Coaching, Management, Vendor Management, Leadership, Organizational..., Social Media, Mergers, Employee Relations, Performance Management, Strategy, Change Management, Project Management, Program Management, Business Strategy
Education
Bayonne High School
Hood College
Marine Biology
Jasmine Turner Jasmine Turner's UBS Experience May 1998 - Present
Job Senior Vice PresidentInvestments at UBS
Industry Financial Services
Experience
UBS May 1998 - Present
Education
Howard University
Master of Computer Science MCS
Howard University
Bachelor of Fine Arts (BFA)
Howard University
Masters of Computer Science, Computer Science
UBS May 1998 - Present
Education
Howard University
Master of Computer Science MCS
Howard University
Bachelor of Fine Arts (BFA)
Howard University
Masters of Computer Science, Computer Science
Riane Sharp's UBS Experience June 2012 - August 2012
Job 2L Student at the University of Georgia
Industry Legal Services
Experience
Prudential Financial May 2015 - July 2015
Sutherland Asbill & Brennan LLP June 2014 - June 2014
Target June 2013 - August 2013
UBS June 2012 - August 2012
The White House June 2011 - August 2011
East Lake Family YMCA June 2010 - August 2010
Education
University of Georgia School of Law 2014 — 2017
Doctor of Law (J.D.)
Howard University 2010 — 2014
Bachelor of Business Administration (BBA), International Business
Woodward Academy 2006 — 2010
High School Diploma
Prudential Financial May 2015 - July 2015
Sutherland Asbill & Brennan LLP June 2014 - June 2014
Target June 2013 - August 2013
UBS June 2012 - August 2012
The White House June 2011 - August 2011
East Lake Family YMCA June 2010 - August 2010
Education
University of Georgia School of Law 2014 — 2017
Doctor of Law (J.D.)
Howard University 2010 — 2014
Bachelor of Business Administration (BBA), International Business
Woodward Academy 2006 — 2010
High School Diploma
Steven Medard Steven Medard's UBS Experience February 2011 - May 2011
Job Senior Analyst at American Express
Industry Financial Services
Experience
American Express August 2014 - Present
Sony Electronics July 2013 - April 2014
Disney ABC Television Group September 2013 - December 2013
ALPFA Hofstra University Student Chapter June 2012 - June 2013
The Convos February 2013 - May 2013
UBS February 2011 - May 2011
Skills
Leadership, Microsoft Excel, Finance, Budgets, Teamwork, Social Media, Financial Analysis, Marketing, Investments, Management, Microsoft Word, Market Research, Accounting, Time Management, Research, Data Analysis, Microsoft Office, Public Speaking, PowerPoint, Portfolio Management, Access, Corporate Finance, Strategic Financial..., Digital Marketing, Pivot Tables, Project Planning, Vlookup, Marketing Strategy, comScore, SocialGuide, Nielsen
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Dual Concentration in Finance and Maketing
American Express August 2014 - Present
Sony Electronics July 2013 - April 2014
Disney ABC Television Group September 2013 - December 2013
ALPFA Hofstra University Student Chapter June 2012 - June 2013
The Convos February 2013 - May 2013
UBS February 2011 - May 2011
Skills
Leadership, Microsoft Excel, Finance, Budgets, Teamwork, Social Media, Financial Analysis, Marketing, Investments, Management, Microsoft Word, Market Research, Accounting, Time Management, Research, Data Analysis, Microsoft Office, Public Speaking, PowerPoint, Portfolio Management, Access, Corporate Finance, Strategic Financial..., Digital Marketing, Pivot Tables, Project Planning, Vlookup, Marketing Strategy, comScore, SocialGuide, Nielsen
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Dual Concentration in Finance and Maketing
Priscila Montoya Priscila Montoya's UBS Experience January 2013 - January 2013
Job Graduate Assistant
Industry Financial Services
Experience
First Savings Bank January 2015 - July 2015
MM Muebles June 2014 - December 2014
Hollins University April 2014 - June 2014
Sodexo September 2013 - December 2013
Sodexo October 2012 - December 2013
Hollins University August 2010 - December 2013
UBS January 2013 - January 2013
La Rodriguez Mueblerias May 2012 - August 2012
Museum of the City of New York January 2012 - January 2012
Private May 2011 - August 2011
Skills
Event Planning, Public Speaking, Research, Microsoft Office, Community Outreach, Fundraising, Social Media, PowerPoint, Facebook, Customer Service, Microsoft Word, Higher Education, Microsoft Excel, Critical Thinking, Event Management, Nonprofits, Public Relations, Teamwork, Spanish
Education
Hollins University 2015 — 2017
Master of Arts (M.A.)
Hollins University 2010 — 2014
Bachelor of Arts (BA), Economics
First Savings Bank January 2015 - July 2015
MM Muebles June 2014 - December 2014
Hollins University April 2014 - June 2014
Sodexo September 2013 - December 2013
Sodexo October 2012 - December 2013
Hollins University August 2010 - December 2013
UBS January 2013 - January 2013
La Rodriguez Mueblerias May 2012 - August 2012
Museum of the City of New York January 2012 - January 2012
Private May 2011 - August 2011
Skills
Event Planning, Public Speaking, Research, Microsoft Office, Community Outreach, Fundraising, Social Media, PowerPoint, Facebook, Customer Service, Microsoft Word, Higher Education, Microsoft Excel, Critical Thinking, Event Management, Nonprofits, Public Relations, Teamwork, Spanish
Education
Hollins University 2015 — 2017
Master of Arts (M.A.)
Hollins University 2010 — 2014
Bachelor of Arts (BA), Economics
Beverly Allen Beverly Allen's UBS Experience February 2002 - December 2007
Job Program Manager's Assistant at SEMATECH
Industry Nanotechnology
Experience
SEMATECH April 2008 - Present
UBS February 2002 - December 2007
Financial Freedom June 1997 - January 2002
Education
Schenectady County Community College 2010 — 2012
Nanotechnology
Hudson Valley Community College
Associates, Criminal Law
SEMATECH April 2008 - Present
UBS February 2002 - December 2007
Financial Freedom June 1997 - January 2002
Education
Schenectady County Community College 2010 — 2012
Nanotechnology
Hudson Valley Community College
Associates, Criminal Law
Danko Panchich Danko Panchich's UBS Experience April 2002 - June 2004
Job
Industry Financial Services
Experience
Royal Bank of Scotland August 2014 - Present
CIT December 2011 - December 2013
Citi January 2011 - November 2011
Barclays Capital April 2009 - December 2010
Barclays Capital October 2008 - April 2009
Lehman Brothers April 2007 - September 2008
Lehman Brothers June 2004 - April 2007
UBS April 2002 - June 2004
Arthur Andersen & Co. March 1999 - April 2002
Hofstra University September 1996 - February 1999
Skills
Portfolio Management, Information Security, Business Continuity, IT Audit, Application Security, Auditing, Business Analysis, CISSP, Computer Security, Data Center, Data Privacy, Disaster Recovery, Enterprise Architecture, Enterprise Risk..., Financial Risk, Governance, ISO 27001, IT Risk Management, Identity Management, Information Security..., Information Technology, Infrastructure, Internal Controls, Network Security, Operational Risk, Operational Risk..., Risk Management, SDLC, Security, Vendor Management, Vulnerability Assessment, Vulnerability Management, CISA, COBIT
Education
Hofstra University 1996 — 1998
Master's, Computer Science
Hofstra University 1992 — 1996
Bachelor's, Electrical Engineering
Royal Bank of Scotland August 2014 - Present
CIT December 2011 - December 2013
Citi January 2011 - November 2011
Barclays Capital April 2009 - December 2010
Barclays Capital October 2008 - April 2009
Lehman Brothers April 2007 - September 2008
Lehman Brothers June 2004 - April 2007
UBS April 2002 - June 2004
Arthur Andersen & Co. March 1999 - April 2002
Hofstra University September 1996 - February 1999
Skills
Portfolio Management, Information Security, Business Continuity, IT Audit, Application Security, Auditing, Business Analysis, CISSP, Computer Security, Data Center, Data Privacy, Disaster Recovery, Enterprise Architecture, Enterprise Risk..., Financial Risk, Governance, ISO 27001, IT Risk Management, Identity Management, Information Security..., Information Technology, Infrastructure, Internal Controls, Network Security, Operational Risk, Operational Risk..., Risk Management, SDLC, Security, Vendor Management, Vulnerability Assessment, Vulnerability Management, CISA, COBIT
Education
Hofstra University 1996 — 1998
Master's, Computer Science
Hofstra University 1992 — 1996
Bachelor's, Electrical Engineering
Elizabeth Ozden's UBS Experience September 1986 - May 1992
Job Experienced International Investor Relations Executive
Industry Capital Markets
Experience
The Junior League of Houston, Inc. March 2002 - September 2007
Deppo Inc. June 1999 - October 2001
Ata Invest April 1994 - May 1996
FON Securities February 1993 - March 1994
UBS September 1986 - May 1992
Skills
Investments, Marketing, Finance, Capital Markets
Education
The University of Texas at Austin 1984 — 1986
BA, Business Administration, Real Estate, French
Hollins University 1981 — 1984
BA, Liberal Arts
The Junior League of Houston, Inc. March 2002 - September 2007
Deppo Inc. June 1999 - October 2001
Ata Invest April 1994 - May 1996
FON Securities February 1993 - March 1994
UBS September 1986 - May 1992
Skills
Investments, Marketing, Finance, Capital Markets
Education
The University of Texas at Austin 1984 — 1986
BA, Business Administration, Real Estate, French
Hollins University 1981 — 1984
BA, Liberal Arts
Ralph DeLuca Ralph DeLuca's UBS Experience September 2007 - March 2010
Job Retired Financial Advisor Wealth Management
Industry Financial Services
Experience
Retired with a Passion for Art old Books and other collectibles. RETIRED Financial AdvisorVerus Wealth Management, LLC.March 2012 - July 2014
UBS September 2007 - March 2010
International Trading Advisors January 2004 - September 2007
AT&T {BellSouth May 2000 - December 2003
Innovative Technical Solutions February 1999 - May 2000
Reasoning, Inc November 1997 - January 1999
Hewlett Packard July 1979 - October 1997
Skills
Wealth Management, Series 7, Investments, Securities, Asset, Investment Strategies, Estate Planning, Strategic Financial..., Alternative Investments, Retirement Planning, Mutual Funds, Investment Advisory, Retirement, Series 63, Fixed Annuities, Equities, Portfolio Management, Financial Planning, Strategy
Education
Hofstra University 1961 — 1965
Bachelors Degree, Mathematics
The University of Akron 1960 — 1961
Bachelor of Arts (B.A.), Mathematics
Retired with a Passion for Art old Books and other collectibles. RETIRED Financial AdvisorVerus Wealth Management, LLC.March 2012 - July 2014
UBS September 2007 - March 2010
International Trading Advisors January 2004 - September 2007
AT&T {BellSouth May 2000 - December 2003
Innovative Technical Solutions February 1999 - May 2000
Reasoning, Inc November 1997 - January 1999
Hewlett Packard July 1979 - October 1997
Skills
Wealth Management, Series 7, Investments, Securities, Asset, Investment Strategies, Estate Planning, Strategic Financial..., Alternative Investments, Retirement Planning, Mutual Funds, Investment Advisory, Retirement, Series 63, Fixed Annuities, Equities, Portfolio Management, Financial Planning, Strategy
Education
Hofstra University 1961 — 1965
Bachelors Degree, Mathematics
The University of Akron 1960 — 1961
Bachelor of Arts (B.A.), Mathematics
Logan Wyeth Logan Wyeth's UBS Experience February 2010 - Present
Job Looking for an "Entry Level Management" position
Industry Investment Management
Experience
UBS February 2010 - Present
Pioneer Bank May 2008 - Present
Wyeth Custom Homes, Inc May 2003 - August 2006
Education
Houston Baptist University
Bachelor, Business Administration and Management
UBS February 2010 - Present
Pioneer Bank May 2008 - Present
Wyeth Custom Homes, Inc May 2003 - August 2006
Education
Houston Baptist University
Bachelor, Business Administration and Management
Christina Bennett Christina Bennett's UBS Experience January 1999 - January 2002
Job at Seton Hall University School of Law
Industry Higher Education
Experience
Seton Hall University School of Law August 2011 - Present
Seton Hall University February 2002 - Present
Seton Hall University School of Law February 2002 - Present
Seton Hall University School of Law February 2001 - Present
Dean's Diversity Council August 2008 - July 2011
Seton Hall Univ. School of Law 2001 - 2007
UBS January 1999 - January 2002
Riker Danzig September 1995 - January 1999
Supreme Court of New Jersey August 1994 - August 1995
Skills
Legal Research, Litigation, Public Speaking, Commercial Litigation, Mediation, Editing, Courts, Westlaw, Legal Writing, Civil Litigation, Nonprofits, Policy, Trials, Writing
Education
Seton Hall University School of Law 1990 — 1994
J.D., Law
Howard University 1982 — 1987
B.S., Human Ecology
Seton Hall University School of Law August 2011 - Present
Seton Hall University February 2002 - Present
Seton Hall University School of Law February 2002 - Present
Seton Hall University School of Law February 2001 - Present
Dean's Diversity Council August 2008 - July 2011
Seton Hall Univ. School of Law 2001 - 2007
UBS January 1999 - January 2002
Riker Danzig September 1995 - January 1999
Supreme Court of New Jersey August 1994 - August 1995
Skills
Legal Research, Litigation, Public Speaking, Commercial Litigation, Mediation, Editing, Courts, Westlaw, Legal Writing, Civil Litigation, Nonprofits, Policy, Trials, Writing
Education
Seton Hall University School of Law 1990 — 1994
J.D., Law
Howard University 1982 — 1987
B.S., Human Ecology
Gary Solomon Gary Solomon's UBS Experience January 1989 - May 1998
Job Z Systems Software Client Leader at IBM
Industry Computer Software
Experience
IBM January 2015 - Present
IBM July 2014 - January 2015
IBM September 2008 - July 2014
IBM January 2008 - September 2008
IBM February 2003 - January 2008
IBM June 1998 - January 2003
UBS January 1989 - May 1998
Citi August 1985 - December 1988
Skills
Collaboration Solutions, Cloud Computing, Enterprise Architecture, Lotus, Portals, Solution Architecture, Enterprise Software, IT Strategy, Social Business, Pre-sales, Messaging, SOA, Architecture, Professional Services, Software Industry, Integration, Unified Communications, Middleware, Sametime, Solution Selling, Websphere, Consulting, IT Service Management, Enterprise Content..., Project Management, Management, Sales Enablement, Leadership, SaaS, Lotus Domino, Disaster Recovery, Selling, Business Alliances, Business Intelligence, Software Project..., Go-to-market Strategy, Virtualization, Outsourcing, Business Development, CRM, Data Center, Partner Management, Information Technology, Managed Services, IT Outsourcing, Demand Generation, Storage, IT Management, Business Process, Channel Partners
Education
Hofstra University
BBA, Finance
Hofstra University
MBA, Management
Monroe Community College
ABA, Business Administration
Rochester Institute of Technology
AS, Electrical Engineering
IBM January 2015 - Present
IBM July 2014 - January 2015
IBM September 2008 - July 2014
IBM January 2008 - September 2008
IBM February 2003 - January 2008
IBM June 1998 - January 2003
UBS January 1989 - May 1998
Citi August 1985 - December 1988
Skills
Collaboration Solutions, Cloud Computing, Enterprise Architecture, Lotus, Portals, Solution Architecture, Enterprise Software, IT Strategy, Social Business, Pre-sales, Messaging, SOA, Architecture, Professional Services, Software Industry, Integration, Unified Communications, Middleware, Sametime, Solution Selling, Websphere, Consulting, IT Service Management, Enterprise Content..., Project Management, Management, Sales Enablement, Leadership, SaaS, Lotus Domino, Disaster Recovery, Selling, Business Alliances, Business Intelligence, Software Project..., Go-to-market Strategy, Virtualization, Outsourcing, Business Development, CRM, Data Center, Partner Management, Information Technology, Managed Services, IT Outsourcing, Demand Generation, Storage, IT Management, Business Process, Channel Partners
Education
Hofstra University
BBA, Finance
Hofstra University
MBA, Management
Monroe Community College
ABA, Business Administration
Rochester Institute of Technology
AS, Electrical Engineering
Guillaume Kintz Guillaume Kintz's UBS Experience August 2014 - Present
Job Graduate Training Program at UBS Global Asset Management
Industry Investment Management
Experience
UBS August 2014 - Present
UBS December 2013 - July 2014
RBC Investor Services January 2013 - June 2013
Novartis January 2012 - March 2012
Bpifrance June 2011 - August 2011
Education
IÉSEG School of Management 2008 — 2013
Master of Science in Management, Finance
Ludwig-Maximilians Universität München / LMU Munich 2012 — 2012
Exchange semester in Germany
National Chengchi University 2010 — 2011
Exchange semester in Taiwan
UBS August 2014 - Present
UBS December 2013 - July 2014
RBC Investor Services January 2013 - June 2013
Novartis January 2012 - March 2012
Bpifrance June 2011 - August 2011
Education
IÉSEG School of Management 2008 — 2013
Master of Science in Management, Finance
Ludwig-Maximilians Universität München / LMU Munich 2012 — 2012
Exchange semester in Germany
National Chengchi University 2010 — 2011
Exchange semester in Taiwan
James Roling's UBS Experience January 2013 - April 2013
Job Database Analyst at Zywave
Industry Insurance
Experience
Zywave October 2013 - Present
WeaverRidge Golf Club July 2007 - September 2013
UBS January 2013 - April 2013
Golf Galaxy October 2011 - October 2012
Skills
Customer Service, PowerPoint, Sales, Teamwork, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Training, Social Media, Public Speaking, Datastage, English, Windows, Team Leadership, SQL Server Management..., Insurance
Education
Florida Gulf Coast University 2011 — 2013
Bachelor of Science (B.S.), Finance, General
Illinois Central College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Zywave October 2013 - Present
WeaverRidge Golf Club July 2007 - September 2013
UBS January 2013 - April 2013
Golf Galaxy October 2011 - October 2012
Skills
Customer Service, PowerPoint, Sales, Teamwork, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Training, Social Media, Public Speaking, Datastage, English, Windows, Team Leadership, SQL Server Management..., Insurance
Education
Florida Gulf Coast University 2011 — 2013
Bachelor of Science (B.S.), Finance, General
Illinois Central College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Emmanuel Ademuwagun's UBS Experience May 2011 - May 2011
Job Software Engineer at Microsoft
Industry Information Technology and Services
Experience
Microsoft July 2014 - Present
Microsoft May 2013 - August 2013
Microsoft May 2012 - August 2012
Computer Learning and Design Center (CLDC) September 2010 - May 2012
Goldman Sachs September 2011 - September 2011
Apple August 2011 - August 2011
Google July 2011 - July 2011
Goldman Sachs June 2011 - June 2011
UBS May 2011 - May 2011
Microsoft April 2011 - April 2011
Skills
C++, Unix Shell Scripting, Subnetting, Cisco IOS, Wireshark, Router Configuration, Virtualization, Switch Configuration, Routing, Android, C#
Education
Howard University 2010 — 2014
BSc, Electrical Engineering
Zamani College 2003 — 2009
High School Diploma
Microsoft July 2014 - Present
Microsoft May 2013 - August 2013
Microsoft May 2012 - August 2012
Computer Learning and Design Center (CLDC) September 2010 - May 2012
Goldman Sachs September 2011 - September 2011
Apple August 2011 - August 2011
Google July 2011 - July 2011
Goldman Sachs June 2011 - June 2011
UBS May 2011 - May 2011
Microsoft April 2011 - April 2011
Skills
C++, Unix Shell Scripting, Subnetting, Cisco IOS, Wireshark, Router Configuration, Virtualization, Switch Configuration, Routing, Android, C#
Education
Howard University 2010 — 2014
BSc, Electrical Engineering
Zamani College 2003 — 2009
High School Diploma
Daniella Butler's UBS Experience June 2011 - August 2011
Job Actuarial Analyst at Mercer
Industry Financial Services
Experience
Mercer July 2013 - Present
Mercer June 2012 - August 2012
Hofstra University September 2010 - December 2011
UBS June 2011 - August 2011
Skills
Actuarial Science, Actuarial Exams, Actuarial Consulting, Mathematics, Statistics, Economics, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking
Education
Hofstra University 2009 — 2013
Bachelor of Science (BS), Mathematics, 3.95
Mercer July 2013 - Present
Mercer June 2012 - August 2012
Hofstra University September 2010 - December 2011
UBS June 2011 - August 2011
Skills
Actuarial Science, Actuarial Exams, Actuarial Consulting, Mathematics, Statistics, Economics, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking
Education
Hofstra University 2009 — 2013
Bachelor of Science (BS), Mathematics, 3.95
Bill Joseph Bill Joseph's UBS Experience May 1996 - March 1997
Job Sr. IT Engineer at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF April 2013 - Present
TIAA-CREF October 2010 - April 2013
Spring Lake Consulting April 2001 - April 2013
Millennium Partners April 2001 - September 2010
Open Link Financial March 1997 - April 2001
UBS May 1996 - March 1997
NatWest Markets May 1995 - May 1996
EJV Partners June 1991 - May 1995
Skills
Solaris, Unix, Data Center, Perl, Unix Shell Scripting, Sybase, Firewalls, Disaster Recovery, Databases, Market Data, Trading Systems, Low Latency, Integration, Enterprise Architecture, Risk Management, Microsoft SQL Server, Network Administration, System Administration, Electronic Trading, High Availability, Networking, IT Management, Linux, Cloud Computing, IT Strategy, Virtualization, Infrastructure, Security, Oracle, Equity Derivatives, Shell Scripting, Infiniband, Reference Data, Equities, VMware, Business Analysis, Fixed Income, Trading, ITIL, Storage Area Networks, Switches, Prime Brokerage, Equity Trading, Business Continuity, Storage, Solution Architecture, Microsoft Exchange, Middle Office, Database Administration
Education
Hofstra University 1989 — 1991
Computer Science
New York Institute of Technology 1987 — 1989
Electrical Engineering
TIAA-CREF April 2013 - Present
TIAA-CREF October 2010 - April 2013
Spring Lake Consulting April 2001 - April 2013
Millennium Partners April 2001 - September 2010
Open Link Financial March 1997 - April 2001
UBS May 1996 - March 1997
NatWest Markets May 1995 - May 1996
EJV Partners June 1991 - May 1995
Skills
Solaris, Unix, Data Center, Perl, Unix Shell Scripting, Sybase, Firewalls, Disaster Recovery, Databases, Market Data, Trading Systems, Low Latency, Integration, Enterprise Architecture, Risk Management, Microsoft SQL Server, Network Administration, System Administration, Electronic Trading, High Availability, Networking, IT Management, Linux, Cloud Computing, IT Strategy, Virtualization, Infrastructure, Security, Oracle, Equity Derivatives, Shell Scripting, Infiniband, Reference Data, Equities, VMware, Business Analysis, Fixed Income, Trading, ITIL, Storage Area Networks, Switches, Prime Brokerage, Equity Trading, Business Continuity, Storage, Solution Architecture, Microsoft Exchange, Middle Office, Database Administration
Education
Hofstra University 1989 — 1991
Computer Science
New York Institute of Technology 1987 — 1989
Electrical Engineering
Robert Kish's UBS Experience January 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
UBS January 2014 - Present
BlackRock 2007 - 2013
Lincoln Financial Advisors 2004 - 2007
Skills
ETFs, Portfolio Management, Retirement Planning, Mutual Funds, Financial Advisory, Bonds, Equities
Education
Huntington College
Accounting
Indiana University-Purdue University Fort Wayne (IPFW)
Accounting
UBS January 2014 - Present
BlackRock 2007 - 2013
Lincoln Financial Advisors 2004 - 2007
Skills
ETFs, Portfolio Management, Retirement Planning, Mutual Funds, Financial Advisory, Bonds, Equities
Education
Huntington College
Accounting
Indiana University-Purdue University Fort Wayne (IPFW)
Accounting
Lydia Ellis Lydia Ellis's UBS Experience November 2012 - May 2013
Job Regulatory Reporting at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc January 2015 - Present
UBS Investment Bank June 2013 - December 2014
UBS November 2012 - May 2013
UBS March 2012 - November 2012
UBS Investment Bank August 2011 - March 2012
UBS Investment Bank June 2010 - August 2010
Skills
Finance, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Public Speaking, Analysis, Equities, Management, Business Analysis, Risk Management, Financial Modeling, Financial Analysis
Education
Howard University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
UBS Financial Services Inc January 2015 - Present
UBS Investment Bank June 2013 - December 2014
UBS November 2012 - May 2013
UBS March 2012 - November 2012
UBS Investment Bank August 2011 - March 2012
UBS Investment Bank June 2010 - August 2010
Skills
Finance, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Public Speaking, Analysis, Equities, Management, Business Analysis, Risk Management, Financial Modeling, Financial Analysis
Education
Howard University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Caitlin Shipe Caitlin Shipe's UBS Experience January 2012 - February 2012
Job Analyst I at Greystone Servicing Corporation, Inc.
Industry Commercial Real Estate
Experience
Greystone Servicing Corporation, Inc. March 2014 - Present
Fauquier Hospital June 2013 - March 2014
Hollins University August 2009 - May 2013
Fauquier Hospital May 2012 - August 2012
EMO Horse Insurance Agency May 2010 - August 2012
UBS January 2012 - February 2012
Navy Research Lab-Conarch January 2011 - February 2011
Skills
Research, Facebook, Public Speaking, Tutoring, Event Planning, Critical Thinking, Microsoft Office, Spanish, Time Management, Leadership, Data Entry, PowerPoint, Analysis, Microsoft Word
Education
University of Maryland University College 2014 — 2016
Master's Degree, Data Analytics
Hollins University 2009 — 2013
Bachelor of Arts, Mathematics and Economics
Greystone Servicing Corporation, Inc. March 2014 - Present
Fauquier Hospital June 2013 - March 2014
Hollins University August 2009 - May 2013
Fauquier Hospital May 2012 - August 2012
EMO Horse Insurance Agency May 2010 - August 2012
UBS January 2012 - February 2012
Navy Research Lab-Conarch January 2011 - February 2011
Skills
Research, Facebook, Public Speaking, Tutoring, Event Planning, Critical Thinking, Microsoft Office, Spanish, Time Management, Leadership, Data Entry, PowerPoint, Analysis, Microsoft Word
Education
University of Maryland University College 2014 — 2016
Master's Degree, Data Analytics
Hollins University 2009 — 2013
Bachelor of Arts, Mathematics and Economics
Rosalia Benites's UBS Experience January 2001 - February 2004
Job Customer Service Associate
Industry Furniture
Experience
Room and Board Furniture September 2014 - Present
New York City District Council of Carpenters, Labor Technical College February 2008 - September 2014
Hudson Perinatal Consortium September 2005 - February 2008
Century 21 Frontier Realty 2004 - 2005
UBS January 2001 - February 2004
Skills
Data Entry, Outlook, Community Outreach, Administrative..., Travel Arrangements, Project Management, Office Management, Spreadsheets, Office Administration, Confidentiality, Calendars, Fax, Calendaring, Expenses, Concur, Lotus Notes, Contract Management, Administrative..., Customer Service, Contract Negotiation, SAP, Process Scheduler, Construction Management, Microsoft Office, Team Building, Microsoft Excel, Project Planning
Education
Hudson County Community College 2015 — 2017
Bachelor of Arts (B.A.)
Union Hill High School 1997 — 2001
Room and Board Furniture September 2014 - Present
New York City District Council of Carpenters, Labor Technical College February 2008 - September 2014
Hudson Perinatal Consortium September 2005 - February 2008
Century 21 Frontier Realty 2004 - 2005
UBS January 2001 - February 2004
Skills
Data Entry, Outlook, Community Outreach, Administrative..., Travel Arrangements, Project Management, Office Management, Spreadsheets, Office Administration, Confidentiality, Calendars, Fax, Calendaring, Expenses, Concur, Lotus Notes, Contract Management, Administrative..., Customer Service, Contract Negotiation, SAP, Process Scheduler, Construction Management, Microsoft Office, Team Building, Microsoft Excel, Project Planning
Education
Hudson County Community College 2015 — 2017
Bachelor of Arts (B.A.)
Union Hill High School 1997 — 2001
James Gibson James Gibson's UBS Experience 2004 - 2004
Job Investment Advisor BMO Nesbitt Burns
Industry Investment Management
Experience
Self Employed 2009 - 2012
HSBC Securities April 2006 - October 2008
GFI Group 2005 - 2005
UBS 2004 - 2004
Skills
Derivatives, Equities, Hedge Funds, Asset Management, Strategic Financial..., Options, Options Strategies, Technical Analysis, Futures, Wealth Management, Insurance, Foreign Exchange, Capital Markets, Investment Strategies, Bloomberg, Financial Planning
Education
The University of Western Ontario - Huron University College 2000 — 2004
BA, Economics
Trinity College School 1997 — 2000
CSI Global Education Inc.
Self Employed 2009 - 2012
HSBC Securities April 2006 - October 2008
GFI Group 2005 - 2005
UBS 2004 - 2004
Skills
Derivatives, Equities, Hedge Funds, Asset Management, Strategic Financial..., Options, Options Strategies, Technical Analysis, Futures, Wealth Management, Insurance, Foreign Exchange, Capital Markets, Investment Strategies, Bloomberg, Financial Planning
Education
The University of Western Ontario - Huron University College 2000 — 2004
BA, Economics
Trinity College School 1997 — 2000
CSI Global Education Inc.
Joe L. Alves Joe L. Alves's UBS Experience August 2014 - Present
Job 2014 GTP, Tax Reporting Specialist at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
Lending Resource, Inc. July 2012 - December 2014
Greenwich Associates April 2014 - July 2014
Indeed.com September 2013 - December 2013
UBS June 2013 - August 2013
Cutrufello's Inc. June 2006 - December 2012
The Patterson Club September 2010 - October 2011
Education
University of Connecticut-Stamford 2009 — 2013
Bachelor of Liberal Arts and Sciences, Economics
Housatonic Community College 2006 — 2009
Associate of Science (A.S.), Business Administration
UBS August 2014 - Present
Lending Resource, Inc. July 2012 - December 2014
Greenwich Associates April 2014 - July 2014
Indeed.com September 2013 - December 2013
UBS June 2013 - August 2013
Cutrufello's Inc. June 2006 - December 2012
The Patterson Club September 2010 - October 2011
Education
University of Connecticut-Stamford 2009 — 2013
Bachelor of Liberal Arts and Sciences, Economics
Housatonic Community College 2006 — 2009
Associate of Science (A.S.), Business Administration
Tonia Bellamy Tonia Bellamy's UBS Experience November 2006 - May 2009
Job Program Manager, Life Sciences/Healthcare
Industry Pharmaceuticals
Experience
Princeton Information @ Express Scripts March 2014 - Present
Carter McKenzie Select October 2011 - February 2014
Morgan Stanley March 2011 - August 2011
Pfizer September 2009 - November 2010
UBS November 2006 - May 2009
Skills
Vendor Management, Project Management, Change Management, Program Management, Process Improvement, MS Project, Business Analysis, PMP, Project Planning, Project Portfolio..., PMO, Software Documentation, SDLC, Project Delivery, Management, Resource Management, Requirements Analysis, Business Process, Strategy
Education
Hofstra University
B.B.A, Business Management
Princeton Information @ Express Scripts March 2014 - Present
Carter McKenzie Select October 2011 - February 2014
Morgan Stanley March 2011 - August 2011
Pfizer September 2009 - November 2010
UBS November 2006 - May 2009
Skills
Vendor Management, Project Management, Change Management, Program Management, Process Improvement, MS Project, Business Analysis, PMP, Project Planning, Project Portfolio..., PMO, Software Documentation, SDLC, Project Delivery, Management, Resource Management, Requirements Analysis, Business Process, Strategy
Education
Hofstra University
B.B.A, Business Management
Beth Gore Beth Gore's UBS Experience January 2010 - Present
Job Project Manager
Industry Financial Services
Experience
UBS January 2010 - Present
UBS 1987 - 2011
UBS Investment Bank 1992 - 2005
Education
Illinois Institute of Technology 2002 — 2006
MS, Communication, Info Architecture
Northwestern University - Kellogg School of Management 1980 — 1985
Masters of Management, Finance & International Business
UBS January 2010 - Present
UBS 1987 - 2011
UBS Investment Bank 1992 - 2005
Education
Illinois Institute of Technology 2002 — 2006
MS, Communication, Info Architecture
Northwestern University - Kellogg School of Management 1980 — 1985
Masters of Management, Finance & International Business
Alan Brainerd Alan Brainerd's UBS Experience 1998 - 2013
Job Leadership Coach Humboldt County Office of Education
Industry Primary/Secondary Education
Experience
Humboldt County Office of Education July 2010 - Present
University of Phoenix October 2008 - Present
WASC 2006 - Present
DCI Builders 1999 - 2013
UBS 1998 - 2013
Rohnerville School District September 2011 - June 2012
Ferndale Unified School District August 2001 - June 2007
Skills
Conflict Resolution, Personnel Management, Teachers, Science, Educational Leadership, Budgets, Staff Development, Curriculum Development, K-12, Teaching, Curriculum Design, Instructional Design
Education
Humboldt State University 2000 — 2001
MS, California Clear Administrative Services Credential
Humboldt State University 1980 — 1983
MS, Natural Resources/Fisheries
San Jose State University 1963 — 1969
BA, Biological Sciences
Humboldt County Office of Education July 2010 - Present
University of Phoenix October 2008 - Present
WASC 2006 - Present
DCI Builders 1999 - 2013
UBS 1998 - 2013
Rohnerville School District September 2011 - June 2012
Ferndale Unified School District August 2001 - June 2007
Skills
Conflict Resolution, Personnel Management, Teachers, Science, Educational Leadership, Budgets, Staff Development, Curriculum Development, K-12, Teaching, Curriculum Design, Instructional Design
Education
Humboldt State University 2000 — 2001
MS, California Clear Administrative Services Credential
Humboldt State University 1980 — 1983
MS, Natural Resources/Fisheries
San Jose State University 1963 — 1969
BA, Biological Sciences
Ajay Pal Singh's UBS Experience December 2014 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS December 2014 - Present
Accenture September 2011 - December 2014
Accenture July 2008 - August 2010
a2z Incorporation July 2005 - July 2008
Skills
M&A due diligence, Organizational Change, Cost Reduction..., Shared Services..., Organizational..., Center of Excellence, Financial Services, Retail Banking, Payment Industry, Change Management, Shared Services, Acquisition Integration, Due Diligence, Restructuring, IT Strategy, Process Improvement, Management Consulting, Business Transformation, Business Process..., Strategy, Analysis, Leadership, Strategic Consulting, Outsourcing, Project Planning, Business Intelligence, Business Strategy, Business Analysis, Consulting, Management, Program Management
Education
Hult International Business School 2010 — 2011
MBA, Strategy & Finance
Madan Mohan Malviya Engineering College 2001 — 2005
Bachlore of Technology, Electronics & Communication Engg.
UBS December 2014 - Present
Accenture September 2011 - December 2014
Accenture July 2008 - August 2010
a2z Incorporation July 2005 - July 2008
Skills
M&A due diligence, Organizational Change, Cost Reduction..., Shared Services..., Organizational..., Center of Excellence, Financial Services, Retail Banking, Payment Industry, Change Management, Shared Services, Acquisition Integration, Due Diligence, Restructuring, IT Strategy, Process Improvement, Management Consulting, Business Transformation, Business Process..., Strategy, Analysis, Leadership, Strategic Consulting, Outsourcing, Project Planning, Business Intelligence, Business Strategy, Business Analysis, Consulting, Management, Program Management
Education
Hult International Business School 2010 — 2011
MBA, Strategy & Finance
Madan Mohan Malviya Engineering College 2001 — 2005
Bachlore of Technology, Electronics & Communication Engg.
Jasdeep Ahluwalia Jasdeep Ahluwalia's UBS Experience September 2006 - August 2013
Job Operational Risk
Industry Financial Services
Experience
Bank of America August 2013 - Present
UBS September 2006 - August 2013
Deloitte 2003 - 2006
Price Waterhouse Coopers 2001 - 2003
Deloitte & Touche 2000 - 2001
Skills
Business Analysis, Enterprise Risk..., Equities, Financial Risk, Financial Services, Governance, IT Strategy, Risk Management, IT Audit, Operational Risk, Wealth Management, Portfolio Management, Capital Markets, Asset Management
Education
Hofstra University 1997 — 2001
BBA, Accounting and Computer Information Systems
The Mary Loius Academy 1993 — 1997
Bank of America August 2013 - Present
UBS September 2006 - August 2013
Deloitte 2003 - 2006
Price Waterhouse Coopers 2001 - 2003
Deloitte & Touche 2000 - 2001
Skills
Business Analysis, Enterprise Risk..., Equities, Financial Risk, Financial Services, Governance, IT Strategy, Risk Management, IT Audit, Operational Risk, Wealth Management, Portfolio Management, Capital Markets, Asset Management
Education
Hofstra University 1997 — 2001
BBA, Accounting and Computer Information Systems
The Mary Loius Academy 1993 — 1997
Andrea Baptista Andrea Baptista's UBS Experience June 2010 - August 2010
Job Sr. Financial Analyst at Remy Cointreau USA
Industry Food & Beverages
Experience
Remy Cointreau USA June 2014 - Present
Andrea Baptista Yoga August 2014 - Present
Diageo August 2013 - June 2014
Diageo August 2012 - August 2013
Diageo June 2011 - August 2012
Union Square Hospitality Group December 2010 - June 2011
Styleta, Inc. January 2010 - January 2011
UBS June 2010 - August 2010
Deutsche Bank June 2009 - August 2009
Lalique January 2009 - June 2009
Skills
Financial Analysis, Forecasting, Financial Reporting, Finance, Microsoft Excel, Microsoft Office, Marketing, Social Media, Budgets, Entrepreneurship, PowerPoint, SAP, Corporate Finance, Food & Beverage, Crisis Management, Social Media Marketing, Facebook, Restaurants, Retail, Customer Service, Blogging, Outlook, Access, Non-profits, Marketing Strategy, TM1, Cantonese, Microsoft Word, Alcohol, Alcoholic Beverages, Beverage, VBA, HTML, Luxury, Luxury Goods, essbase, Strategy, Financial Modeling, Financial Forecasting, Essbase, Nonprofits
Education
New York University - Leonard N. Stern School of Business
MBA Candidate
New York University - Leonard N. Stern School of Business 2007 — 2010
BS, Finance, International Business with Minor in Politics
Humboldt University of Berlin 2009 — 2009
Politics
Remy Cointreau USA June 2014 - Present
Andrea Baptista Yoga August 2014 - Present
Diageo August 2013 - June 2014
Diageo August 2012 - August 2013
Diageo June 2011 - August 2012
Union Square Hospitality Group December 2010 - June 2011
Styleta, Inc. January 2010 - January 2011
UBS June 2010 - August 2010
Deutsche Bank June 2009 - August 2009
Lalique January 2009 - June 2009
Skills
Financial Analysis, Forecasting, Financial Reporting, Finance, Microsoft Excel, Microsoft Office, Marketing, Social Media, Budgets, Entrepreneurship, PowerPoint, SAP, Corporate Finance, Food & Beverage, Crisis Management, Social Media Marketing, Facebook, Restaurants, Retail, Customer Service, Blogging, Outlook, Access, Non-profits, Marketing Strategy, TM1, Cantonese, Microsoft Word, Alcohol, Alcoholic Beverages, Beverage, VBA, HTML, Luxury, Luxury Goods, essbase, Strategy, Financial Modeling, Financial Forecasting, Essbase, Nonprofits
Education
New York University - Leonard N. Stern School of Business
MBA Candidate
New York University - Leonard N. Stern School of Business 2007 — 2010
BS, Finance, International Business with Minor in Politics
Humboldt University of Berlin 2009 — 2009
Politics
Jonathan Gracia Jonathan Gracia's UBS Experience February 2015 - Present
Job Wealth Management Intern at UBS
Industry Investment Management
Experience
UBS February 2015 - Present
Dario's Landscaping and Masonry June 2009 - August 2014
LT Burger in the Harbor May 2012 - January 2013
Skills
Foreign Languages, Operations Management, Customer Relations, Exercise Physiology, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint
Education
Hofstra University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Junior
Southampton High School 2007 — 2011
UBS February 2015 - Present
Dario's Landscaping and Masonry June 2009 - August 2014
LT Burger in the Harbor May 2012 - January 2013
Skills
Foreign Languages, Operations Management, Customer Relations, Exercise Physiology, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint
Education
Hofstra University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Junior
Southampton High School 2007 — 2011
Melisa Beretin Melisa Beretin's UBS Experience June 2015 - Present
Job Client Associate at UBS Financial
Industry Financial Services
Experience
UBS June 2015 - Present
Skills
Investments, Equities, Portfolio Management, Securities, Retirement, Bonds, Stock Market, Mutual Funds, Options, Securities Lending, Finance, Stock Trading, Lines Of Credit, Visual Merchandising, Apparel, Merchandising, Fashion, Styling, Trend Analysis, Sales, Customer Service, Retail, Inventory Management, POS, Fashion Shows, Event Planning
Education
Hofstra University
Bachelors of Business Administration, Management
UBS June 2015 - Present
Skills
Investments, Equities, Portfolio Management, Securities, Retirement, Bonds, Stock Market, Mutual Funds, Options, Securities Lending, Finance, Stock Trading, Lines Of Credit, Visual Merchandising, Apparel, Merchandising, Fashion, Styling, Trend Analysis, Sales, Customer Service, Retail, Inventory Management, POS, Fashion Shows, Event Planning
Education
Hofstra University
Bachelors of Business Administration, Management
Matthew Cipoletti, MBA Matthew Cipoletti, MBA's UBS Experience May 2010 - July 2010
Job Associate Relationship Manager, Large Corporate HSBC
Industry Financial Services
Experience
HSBC Commercial Banking January 2015 - Present
HSBC Commercial Banking October 2013 - December 2014
HSBC Commercial Banking March 2012 - October 2013
HSBC Commercial Banking July 2011 - March 2012
UBS May 2010 - July 2010
Wells Fargo Advisors July 2009 - September 2009
Skills
Financial Analysis, Financial Accounting, Commercial Lending, Commercial Mortgages, Credit Risk, Credit Analysis, Legal Documents, Equities, Valuation, Credit, Commercial Banking, Investments, Corporate Finance, Portfolio Management
Education
Hofstra University 2014 — 2017
Master of Science (MS), Accounting
Iona College 2011 — 2012
Master of Business Administration (MBA), Finance, Ecommerce, Cum Laude
Iona College 2007 — 2010
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
HSBC Commercial Banking January 2015 - Present
HSBC Commercial Banking October 2013 - December 2014
HSBC Commercial Banking March 2012 - October 2013
HSBC Commercial Banking July 2011 - March 2012
UBS May 2010 - July 2010
Wells Fargo Advisors July 2009 - September 2009
Skills
Financial Analysis, Financial Accounting, Commercial Lending, Commercial Mortgages, Credit Risk, Credit Analysis, Legal Documents, Equities, Valuation, Credit, Commercial Banking, Investments, Corporate Finance, Portfolio Management
Education
Hofstra University 2014 — 2017
Master of Science (MS), Accounting
Iona College 2011 — 2012
Master of Business Administration (MBA), Finance, Ecommerce, Cum Laude
Iona College 2007 — 2010
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
KelliAnne McLoughlin KelliAnne McLoughlin's UBS Experience January 2012 - May 2012
Job Corporate Card Plan Coordinator at Stryker
Industry Medical Devices
Experience
Stryker July 2014 - Present
Stryker August 2013 - July 2014
UBS January 2012 - May 2012
The Madison Square Garden Company October 2009 - October 2011
Hofstra University July 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Microsoft Word, Bloomberg Terminal, Financial Analysis, PowerPoint, Morningstar, Wealth Management, Data Analysis, Microsoft Office, Outlook, Finance, VBA, Bloomberg, Social Media, Social Networking
Education
Frank G. Zarb School of Business 2009 — 2013
Bachelor of Business Administration, Finance, General
Hofstra University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Nanuet High School 2005 — 2009
Advanced Regents
Stryker July 2014 - Present
Stryker August 2013 - July 2014
UBS January 2012 - May 2012
The Madison Square Garden Company October 2009 - October 2011
Hofstra University July 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Microsoft Word, Bloomberg Terminal, Financial Analysis, PowerPoint, Morningstar, Wealth Management, Data Analysis, Microsoft Office, Outlook, Finance, VBA, Bloomberg, Social Media, Social Networking
Education
Frank G. Zarb School of Business 2009 — 2013
Bachelor of Business Administration, Finance, General
Hofstra University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Nanuet High School 2005 — 2009
Advanced Regents
Britton Theodoroff Britton Theodoroff's UBS Experience June 2014 - August 2014
Job PwC Tax Associate
Industry Accounting
Experience
PwC July 2015 - Present
UBS June 2014 - August 2014
Rehmann January 2014 - March 2014
Tedder Whitlock Consulting June 2013 - August 2013
Tedder Whitlock Consulting May 2012 - August 2012
Skills
Microsoft Excel, Sailing, Microsoft Word, Golf, Karate, UltraTax, Sage, QuickBooks, Accounting, Tax, Time Management, Microsoft Office, Fundraising, General Ledger, PowerPoint, Bank Reconciliation, Tax Returns, Public Speaking
Education
Hope College 2010 — 2015
Public Accounting, Accounting
Detroit Country Day High School 2006 — 2010
PwC July 2015 - Present
UBS June 2014 - August 2014
Rehmann January 2014 - March 2014
Tedder Whitlock Consulting June 2013 - August 2013
Tedder Whitlock Consulting May 2012 - August 2012
Skills
Microsoft Excel, Sailing, Microsoft Word, Golf, Karate, UltraTax, Sage, QuickBooks, Accounting, Tax, Time Management, Microsoft Office, Fundraising, General Ledger, PowerPoint, Bank Reconciliation, Tax Returns, Public Speaking
Education
Hope College 2010 — 2015
Public Accounting, Accounting
Detroit Country Day High School 2006 — 2010
Marilyn Mateo Marilyn Mateo's UBS Experience May 1984 - June 2010
Job Owner of Perfect Shine Cleaning
Industry Real Estate
Experience
Liberty Realty June 2013 - Present
Perfect Shine Cleaning 2011 - Present
UBS Wealth Management May 1994 - June 2010
UBS May 1984 - June 2010
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Leadership
Education
Hudson County Community College
ServSafe Certification, Restaurant, Culinary, and Catering Management/Manager
Liberty Realty June 2013 - Present
Perfect Shine Cleaning 2011 - Present
UBS Wealth Management May 1994 - June 2010
UBS May 1984 - June 2010
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Leadership
Education
Hudson County Community College
ServSafe Certification, Restaurant, Culinary, and Catering Management/Manager
sheila natale sheila natale's UBS Experience February 1999 - Present
Job
Industry Financial Services
Experience
UBS February 1999 - Present
Education
Hofstra University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Marketing
UBS February 1999 - Present
Education
Hofstra University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Marketing
David William Jack David William Jack's UBS Experience September 2008 - Present
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS September 2008 - Present
Skills
Investments, Finance, Mergers & Acquisitions, Financial Planning, Private Equity, Financial Analysis, Equities, Risk Management, Strategic Planning
Education
Houghton College 1979 — 1981
Bachelor of Science (B.S.), Business/Managerial Economics
UBS September 2008 - Present
Skills
Investments, Finance, Mergers & Acquisitions, Financial Planning, Private Equity, Financial Analysis, Equities, Risk Management, Strategic Planning
Education
Houghton College 1979 — 1981
Bachelor of Science (B.S.), Business/Managerial Economics
Trevor Kunze Trevor Kunze's UBS Experience 2012 - 2012
Job Account Executive at Capital Hedge
Industry Financial Services
Experience
Capital Hedge FINTRX Asset Raising Platform March 2015 - Present
Boston Financial Investment Management June 2014 - July 2014
Capital Hedge FINTRX Asset Raising Platform May 2013 - October 2013
UBS 2012 - 2012
Skills
Hedge Funds, Wealth Management, Investments, Microsoft Office, Family Office, PowerPoint, Asset Management, Investment Banking, Private Equity, Alternative Investments, Management, Finance, Financial Analysis, Microsoft Excel, Microsoft Word, Equities
Education
Hofstra University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics, Senior
Xaverian Brothers High School 2006 — 2010
Capital Hedge FINTRX Asset Raising Platform March 2015 - Present
Boston Financial Investment Management June 2014 - July 2014
Capital Hedge FINTRX Asset Raising Platform May 2013 - October 2013
UBS 2012 - 2012
Skills
Hedge Funds, Wealth Management, Investments, Microsoft Office, Family Office, PowerPoint, Asset Management, Investment Banking, Private Equity, Alternative Investments, Management, Finance, Financial Analysis, Microsoft Excel, Microsoft Word, Equities
Education
Hofstra University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics, Senior
Xaverian Brothers High School 2006 — 2010
Kimberly Arevalo Kimberly Arevalo's UBS Experience September 2011 - December 2011
Job Transfer Price Analyst
Industry Financial Services
Experience
True Partners Consulting February 2014 - Present
Move Language Ahead June 2013 - August 2013
UBS September 2011 - December 2011
Bally Total Fitness July 2008 - July 2011
Skills
Statistical Data..., Regression Analysis, Data Entry, Stata, Spanish-speaking, Econometrics, Microsoft Office, Analysis, Leadership, Facebook, Research, Transfer Pricing
Education
Northeastern University 2012 — 2014
Master of Arts (MA), Applied Economics
Hofstra University 2008 — 2012
Bachelor of Science (BS), Business/Managerial Economics
True Partners Consulting February 2014 - Present
Move Language Ahead June 2013 - August 2013
UBS September 2011 - December 2011
Bally Total Fitness July 2008 - July 2011
Skills
Statistical Data..., Regression Analysis, Data Entry, Stata, Spanish-speaking, Econometrics, Microsoft Office, Analysis, Leadership, Facebook, Research, Transfer Pricing
Education
Northeastern University 2012 — 2014
Master of Arts (MA), Applied Economics
Hofstra University 2008 — 2012
Bachelor of Science (BS), Business/Managerial Economics
Kristen Holly's UBS Experience November 2013 - February 2014
Job Senior Human Resources Coordinator, Supply Chain at PepsiCo
Industry Human Resources
Experience
PepsiCo April 2015 - Present
PepsiCo February 2014 - April 2015
UBS November 2013 - February 2014
Kellwood Company June 2013 - September 2013
Mount Kisco Medical Group December 2011 - June 2013
Skills
Human Resources, Recruiting, Conflict Resolution, Talent Management, Training, Time Management, Customer Service, Team Building, Social Networking, Performance Management, Organizational..., Marketing, Project Management, Communication, Management, Public Speaking, Public Relations
Education
Iona College 2011 — 2014
Master's Degree, Industrial and Organizational Psychology, Graduated May, 2014
Hofstra University 2007 — 2011
Bachelor of Arts (B.A.), Psychology & Sociology
PepsiCo April 2015 - Present
PepsiCo February 2014 - April 2015
UBS November 2013 - February 2014
Kellwood Company June 2013 - September 2013
Mount Kisco Medical Group December 2011 - June 2013
Skills
Human Resources, Recruiting, Conflict Resolution, Talent Management, Training, Time Management, Customer Service, Team Building, Social Networking, Performance Management, Organizational..., Marketing, Project Management, Communication, Management, Public Speaking, Public Relations
Education
Iona College 2011 — 2014
Master's Degree, Industrial and Organizational Psychology, Graduated May, 2014
Hofstra University 2007 — 2011
Bachelor of Arts (B.A.), Psychology & Sociology
Ashley Tran Ashley Tran's UBS Experience June 2012 - January 2013
Job MBA Candidate
Industry Financial Services
Experience
Radford University August 2014 - Present
Barkett Allen Capital April 2013 - February 2014
UBS June 2012 - January 2013
Hollins University September 2009 - January 2013
UBS Wealth Management January 2012 - January 2012
Hollins University Fitness Department September 2010 - May 2011
Hollins University Fitness Department March 2010 - May 2011
Guelich Capital Management LLC January 2011 - January 2011
Skills
Microsoft Excel, Social Media, PowerPoint, Marketing, Public Speaking, Interpersonal..., Financial Accounting, International Finance, Accounting, Listening to customers, Managerial Finance, Facebook, Microsoft Word, Leadership, Windows & Mac operating..., Statistics, Portfolio Management, Financial Analysis, Information Technology, Financial Mathematics, SQL, Content Managed Websites, Financial Research, SAS, Regression Analysis, Predictive Analytics, SPSS, CHAID, Logistic Regression, Cluster Analysis, discriminant analysis, Neural Networks, Analytics
Education
Radford University 2014 — 2016
Master of Business Administration (MBA), Analytics, 3.66
Hollins University 2009 — 2012
Bachelor of Arts, Finance
Center for Creative Arts 2008 — 2009
Modern Dance
Radford University August 2014 - Present
Barkett Allen Capital April 2013 - February 2014
UBS June 2012 - January 2013
Hollins University September 2009 - January 2013
UBS Wealth Management January 2012 - January 2012
Hollins University Fitness Department September 2010 - May 2011
Hollins University Fitness Department March 2010 - May 2011
Guelich Capital Management LLC January 2011 - January 2011
Skills
Microsoft Excel, Social Media, PowerPoint, Marketing, Public Speaking, Interpersonal..., Financial Accounting, International Finance, Accounting, Listening to customers, Managerial Finance, Facebook, Microsoft Word, Leadership, Windows & Mac operating..., Statistics, Portfolio Management, Financial Analysis, Information Technology, Financial Mathematics, SQL, Content Managed Websites, Financial Research, SAS, Regression Analysis, Predictive Analytics, SPSS, CHAID, Logistic Regression, Cluster Analysis, discriminant analysis, Neural Networks, Analytics
Education
Radford University 2014 — 2016
Master of Business Administration (MBA), Analytics, 3.66
Hollins University 2009 — 2012
Bachelor of Arts, Finance
Center for Creative Arts 2008 — 2009
Modern Dance
Chris Karkota's UBS Experience 2001 - 2005
Job Associate Director at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp January 2015 - Present
GlobeOp Financial Services August 2005 - Present
UBS 2001 - 2005
Morgan Stanley Dean Witter 1999 - 2002
Skills
Financial Services, Hedge Funds, Alternative Investments, Equities, Asset Management, Bloomberg, Fixed Income, Derivatives, Securities, Capital Markets, Relationship Management, Investment Banking, Middle Office, Portfolio Management, Prime Brokerage, Mutual Funds
Education
Hofstra University 1994 — 1997
Bachelor, Management
SS&C GlobeOp January 2015 - Present
GlobeOp Financial Services August 2005 - Present
UBS 2001 - 2005
Morgan Stanley Dean Witter 1999 - 2002
Skills
Financial Services, Hedge Funds, Alternative Investments, Equities, Asset Management, Bloomberg, Fixed Income, Derivatives, Securities, Capital Markets, Relationship Management, Investment Banking, Middle Office, Portfolio Management, Prime Brokerage, Mutual Funds
Education
Hofstra University 1994 — 1997
Bachelor, Management
Robert MacKnight's UBS Experience May 2012 - June 2013
Job Financial Analyst at Lufthansa Technik Logistik of America
Industry Financial Services
Experience
Lufthansa Technik Logistik of America September 2015 - Present
R&W Brokerage Inc. January 2013 - Present
Long Island Real Estate Group (LIREG) October 2013 - November 2013
UBS May 2012 - June 2013
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Insurance, Microsoft Office, Outlook, Research, Facebook, Life Insurance, Customer Service, Risk Management, Public Speaking, Stock Market Analysis, Health Insurance, Commercial Insurance, Teamwork, Quantitative Research, Risk Analysis, Financial Reporting, Asset Allocation, Windows, Bloomberg Software, Financial Accounting, Investment Banking
Education
Hofstra University 2014 — 2015
Master of Business Administration (M.B.A.), Finance, 3.7 GPA
Hofstra University 2011 — 2014
Bachelor's Degree, Major: Finance Minor: International Business, 3.71 GPA, 3.82 Major GPA
South side High School 2006 — 2010
International Baccalaureate diploma and an Advanced Regents diploma
Lufthansa Technik Logistik of America September 2015 - Present
R&W Brokerage Inc. January 2013 - Present
Long Island Real Estate Group (LIREG) October 2013 - November 2013
UBS May 2012 - June 2013
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Insurance, Microsoft Office, Outlook, Research, Facebook, Life Insurance, Customer Service, Risk Management, Public Speaking, Stock Market Analysis, Health Insurance, Commercial Insurance, Teamwork, Quantitative Research, Risk Analysis, Financial Reporting, Asset Allocation, Windows, Bloomberg Software, Financial Accounting, Investment Banking
Education
Hofstra University 2014 — 2015
Master of Business Administration (M.B.A.), Finance, 3.7 GPA
Hofstra University 2011 — 2014
Bachelor's Degree, Major: Finance Minor: International Business, 3.71 GPA, 3.82 Major GPA
South side High School 2006 — 2010
International Baccalaureate diploma and an Advanced Regents diploma
Joseph Cangialosi Joseph Cangialosi's UBS Experience September 2011 - December 2011
Job Operations Associate at Broadridge Financial Solutions
Industry Higher Education
Experience
Broadridge Financial Solutions June 2013 - Present
Armani Exchange August 2011 - February 2013
UBS September 2011 - December 2011
Gyrolicous August 2010 - August 2011
Path Mark September 2007 - August 2010
Creative Arts Program of East Meadow November 2004 - August 2008
Skills
Customer Service, Sales, Marketing, Portfolio Management, Retail, Customer Satisfaction, PowerPoint, Microsoft Excel, Outlook, Time Management, Facebook, Microsoft Word, Microsoft Office, Data Analysis, Teamwork, Market Research, Research, Social Media, Event Planning, Social Networking, Inventory Management, Financial Analysis, Finance, Business Strategy, Financial Modeling, OS X, Mac, Illustrator, Adobe Creative Suite, Leadership, Management
Education
Hofstra University 2010 — 2012
Bachelors of Business Administration, Finance
Nassau Community College 2008 — 2010
Associates in Arts, Liberal Arts
Broadridge Financial Solutions June 2013 - Present
Armani Exchange August 2011 - February 2013
UBS September 2011 - December 2011
Gyrolicous August 2010 - August 2011
Path Mark September 2007 - August 2010
Creative Arts Program of East Meadow November 2004 - August 2008
Skills
Customer Service, Sales, Marketing, Portfolio Management, Retail, Customer Satisfaction, PowerPoint, Microsoft Excel, Outlook, Time Management, Facebook, Microsoft Word, Microsoft Office, Data Analysis, Teamwork, Market Research, Research, Social Media, Event Planning, Social Networking, Inventory Management, Financial Analysis, Finance, Business Strategy, Financial Modeling, OS X, Mac, Illustrator, Adobe Creative Suite, Leadership, Management
Education
Hofstra University 2010 — 2012
Bachelors of Business Administration, Finance
Nassau Community College 2008 — 2010
Associates in Arts, Liberal Arts
Angelo Manikas Angelo Manikas's UBS Experience October 2007 - June 2010
Job at Assured Guaranty
Industry Financial Services
Experience
Assured Guaranty June 2010 - Present
UBS October 2007 - June 2010
American Home Mortgage March 2007 - August 2007
Walgreens July 2000 - March 2007
Education
Hofstra University 1998 — 2002
BBA, Finance
Assured Guaranty June 2010 - Present
UBS October 2007 - June 2010
American Home Mortgage March 2007 - August 2007
Walgreens July 2000 - March 2007
Education
Hofstra University 1998 — 2002
BBA, Finance
Arie Esquenazi Arie Esquenazi's UBS Experience September 2006 - December 2006
Job Senior Associate at PwC Advisory
Industry Management Consulting
Experience
PwC Consulting June 2013 - Present
PwC Consulting October 2012 - June 2013
Creel, García-Cuéllar, Aiza y Enríquez, S.C. October 2011 - October 2012
Coty Inc June 2010 - August 2010
Mississippi Center for Justice January 2010 - May 2010
Library Video/ Schlessinger Media June 2008 - August 2008
LongRap Inc May 2007 - May 2008
UBS September 2006 - December 2006
Monex Grupo Financiero June 2005 - August 2005
Radian Group June 2004 - August 2004
Skills
Banking, Private Equity, Structured Finance, Equities, Cross-border..., Venture Capital, Securities, Investments, Due Diligence, Corporate Finance, Joint Ventures, Capital Markets, Mergers, Corporate Law, Finance, Financial Services, Corporate Governance, Legal Advice, Restructuring, International Law, Project Finance, Intellectual Property, Securities Regulation, Hedge Funds
Education
Northwestern University School of Law 2008 — 2011
Juris Doctor, Law
IE Business School 2010 — 2010
Master en Asesoria Juridica, Law/ Business
The George Washington University Elliott School of International Affairs 2004 — 2007
Bachelor's, International Affairs; International Economics
PwC Consulting June 2013 - Present
PwC Consulting October 2012 - June 2013
Creel, García-Cuéllar, Aiza y Enríquez, S.C. October 2011 - October 2012
Coty Inc June 2010 - August 2010
Mississippi Center for Justice January 2010 - May 2010
Library Video/ Schlessinger Media June 2008 - August 2008
LongRap Inc May 2007 - May 2008
UBS September 2006 - December 2006
Monex Grupo Financiero June 2005 - August 2005
Radian Group June 2004 - August 2004
Skills
Banking, Private Equity, Structured Finance, Equities, Cross-border..., Venture Capital, Securities, Investments, Due Diligence, Corporate Finance, Joint Ventures, Capital Markets, Mergers, Corporate Law, Finance, Financial Services, Corporate Governance, Legal Advice, Restructuring, International Law, Project Finance, Intellectual Property, Securities Regulation, Hedge Funds
Education
Northwestern University School of Law 2008 — 2011
Juris Doctor, Law
IE Business School 2010 — 2010
Master en Asesoria Juridica, Law/ Business
The George Washington University Elliott School of International Affairs 2004 — 2007
Bachelor's, International Affairs; International Economics
Michael J. Caraccio Michael J. Caraccio's UBS Experience April 2014 - Present
Job IT Business Analyst at UBS Financial
Industry Computer Networking
Experience
UBS April 2014 - Present
UBS October 2010 - March 2014
UBS October 2006 - October 2010
Bear Stearns & Company May 2004 - October 2006
Mellon Financial April 1997 - May 2004
GFT USA November 1995 - April 1997
Skills
Network Administration, Network Engineering, Cisco Routers, Catalyst Switches, Cabling, Change Management, Process Improvement, Technical Analysis, Problem Analysis, Troubleshooting, Problem Solving, Hands-on Problem Solver, Cisco, Root Cause Problem..., Computer Network..., Windows, Business Analysis, Vendor Relations, Customer Relations, Microsoft Office, Windows XP Pro, Windows 2000, Vendor Management, OSPF, TCP/IP, Cisco Technologies, Disaster Recovery, Visio, Switches, Networking, Routing, Customer Service
Education
Hudson County Community College 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Computer Systems Networking and Telecommunications
UBS April 2014 - Present
UBS October 2010 - March 2014
UBS October 2006 - October 2010
Bear Stearns & Company May 2004 - October 2006
Mellon Financial April 1997 - May 2004
GFT USA November 1995 - April 1997
Skills
Network Administration, Network Engineering, Cisco Routers, Catalyst Switches, Cabling, Change Management, Process Improvement, Technical Analysis, Problem Analysis, Troubleshooting, Problem Solving, Hands-on Problem Solver, Cisco, Root Cause Problem..., Computer Network..., Windows, Business Analysis, Vendor Relations, Customer Relations, Microsoft Office, Windows XP Pro, Windows 2000, Vendor Management, OSPF, TCP/IP, Cisco Technologies, Disaster Recovery, Visio, Switches, Networking, Routing, Customer Service
Education
Hudson County Community College 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Computer Systems Networking and Telecommunications
Francisco Larenas Francisco Larenas's UBS Experience May 2009 - Present
Job First Vice President at UBS
Industry Financial Services
Experience
UBS May 2009 - Present
Banco Santander April 2006 - May 2009
Lloyds TSB April 2001 - March 2006
Lloyds Banking Group April 1994 - March 2001
Skills
Banking, Portfolio Management, Private Banking, Wealth Management
Education
IESE Business School - University of Navarra
MBA
Pontificia Universidad Católica del Ecuador
Economista
UBS May 2009 - Present
Banco Santander April 2006 - May 2009
Lloyds TSB April 2001 - March 2006
Lloyds Banking Group April 1994 - March 2001
Skills
Banking, Portfolio Management, Private Banking, Wealth Management
Education
IESE Business School - University of Navarra
MBA
Pontificia Universidad Católica del Ecuador
Economista
Nicholas Munson Nicholas Munson's UBS Experience September 1997 - July 1998
Job Managing Director Audit Executive at GE Capital
Industry Financial Services
Experience
GE Capital January 2014 - Present
Bank of America April 2013 - January 2014
Goldman Sachs July 1998 - April 2013
UBS September 1997 - July 1998
KPMG November 1995 - September 1997
Lopez, Edwards & Frank September 1992 - October 1995
Skills
Internal Audit, Risk Management, Internal Controls, Financial Services, Auditing, Capital Markets, Management, Operational Risk, Banking, Financial Risk, Financial Analysis
Education
Hofstra University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Hicksville
GE Capital January 2014 - Present
Bank of America April 2013 - January 2014
Goldman Sachs July 1998 - April 2013
UBS September 1997 - July 1998
KPMG November 1995 - September 1997
Lopez, Edwards & Frank September 1992 - October 1995
Skills
Internal Audit, Risk Management, Internal Controls, Financial Services, Auditing, Capital Markets, Management, Operational Risk, Banking, Financial Risk, Financial Analysis
Education
Hofstra University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Hicksville
Omar Chyou, MBA, AWMA®'s UBS Experience July 2002 - October 2002
Job SVP | Wealth Management Advisor at The Private Client Reserve of U.S. Bank
Industry Investment Management
Experience
The Private Client Reserve of U.S. Bank April 2012 - Present
Wells Fargo Private Bank October 2009 - February 2012
Citi Private Bank October 2002 - June 2009
UBS July 2002 - October 2002
Goldman Sachs October 2000 - February 2002
Wells Fargo Private Bank April 1998 - October 2000
Wells Fargo January 1996 - April 1998
Skills
Series 7, Series 66, Life & Health Agent, Investments, Capital Markets, Derivatives, Hedging, Brokerage, Retirement, Cash Management, Wealth Management..., Alternative Investments, Investment Strategies, Private Banking, Investment Advisory, Finance, Uniform Combined State..., Portfolio Management, Mortgage Lending, Financial Services, Credit, Loans, Insurance, Financial Advisory, Banking, Asset Management, Mutual Funds
Education
IE Business School 2013 — 2014
Master of Business Administration (M.B.A.)
University of California, Santa Cruz 2006 — 2007
Certificate, Personal Financial Planning
Stanford University 1991 — 1996
Bachelor's Degree, AB, Economics
The Private Client Reserve of U.S. Bank April 2012 - Present
Wells Fargo Private Bank October 2009 - February 2012
Citi Private Bank October 2002 - June 2009
UBS July 2002 - October 2002
Goldman Sachs October 2000 - February 2002
Wells Fargo Private Bank April 1998 - October 2000
Wells Fargo January 1996 - April 1998
Skills
Series 7, Series 66, Life & Health Agent, Investments, Capital Markets, Derivatives, Hedging, Brokerage, Retirement, Cash Management, Wealth Management..., Alternative Investments, Investment Strategies, Private Banking, Investment Advisory, Finance, Uniform Combined State..., Portfolio Management, Mortgage Lending, Financial Services, Credit, Loans, Insurance, Financial Advisory, Banking, Asset Management, Mutual Funds
Education
IE Business School 2013 — 2014
Master of Business Administration (M.B.A.)
University of California, Santa Cruz 2006 — 2007
Certificate, Personal Financial Planning
Stanford University 1991 — 1996
Bachelor's Degree, AB, Economics
Craig Curtin's UBS Experience January 1995 - September 2006
Job Market Risk Suite IT at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch May 2010 - Present
Rotella Capital Management June 2009 - September 2009
UBS - Global Asset Management July 2007 - June 2009
ABN / LaSalle Bank January 2007 - April 2007
UBS January 1995 - September 2006
AT&T/Bell Labs August 1989 - January 1995
Rockwell Telecommunications May 1984 - August 1989
Airfone Inc May 1982 - May 1984
Skills
Electronic Trading, Trading Systems, Market Data, FX Options, Trading, Options, Web Services, Derivatives, Portfolio Management, Market Risk, Equity Derivatives, Risk Management, Telecommunications, Quantitative Finance, Fixed Income, Business Intelligence, Distributed Systems, Interest Rate..., XML, Hedge Funds, Low Latency, Asset Managment, Sybase, Equity Trading, Equities, Investment Banking, Financial Markets, Bloomberg, Exchange Connectivity, Commodity, Credit Derivatives, Trading System, Asset Management, FX trading, Capital Markets, High Frequency Trading, Trading Strategies, Technical Analysis, Structured Products, VBA
Education
Illinois Institute of Technology 1988 — 1992
MSCS, Computer Science
Milwaukee School of Engineering 1978 — 1983
BSEE, Electrical Engineering
Bank of America Merrill Lynch May 2010 - Present
Rotella Capital Management June 2009 - September 2009
UBS - Global Asset Management July 2007 - June 2009
ABN / LaSalle Bank January 2007 - April 2007
UBS January 1995 - September 2006
AT&T/Bell Labs August 1989 - January 1995
Rockwell Telecommunications May 1984 - August 1989
Airfone Inc May 1982 - May 1984
Skills
Electronic Trading, Trading Systems, Market Data, FX Options, Trading, Options, Web Services, Derivatives, Portfolio Management, Market Risk, Equity Derivatives, Risk Management, Telecommunications, Quantitative Finance, Fixed Income, Business Intelligence, Distributed Systems, Interest Rate..., XML, Hedge Funds, Low Latency, Asset Managment, Sybase, Equity Trading, Equities, Investment Banking, Financial Markets, Bloomberg, Exchange Connectivity, Commodity, Credit Derivatives, Trading System, Asset Management, FX trading, Capital Markets, High Frequency Trading, Trading Strategies, Technical Analysis, Structured Products, VBA
Education
Illinois Institute of Technology 1988 — 1992
MSCS, Computer Science
Milwaukee School of Engineering 1978 — 1983
BSEE, Electrical Engineering
Steve Lazzo's UBS Experience January 1990 - July 2001
Job CTO at Allston Trading
Industry Capital Markets
Experience
Citadel LLC February 2004 - September 2011
Citadel LLC July 2001 - January 2004
UBS January 1990 - July 2001
Skills
Trading Systems, Equities, Electronic Trading, Market Data, Sybase, Derivatives, Low Latency, High Frequency Trading, Exchange Connectivity, Options, Equity Derivatives, Proprietary Trading, Investment Banking, Equity Trading, Enterprise Architecture, Risk Management, Series 24, Series 56, Hedge Funds
Education
Illinois Institute of Technology
MS, Computer Science
University of Illinois at Urbana-Champaign
BS, Biology
Citadel LLC February 2004 - September 2011
Citadel LLC July 2001 - January 2004
UBS January 1990 - July 2001
Skills
Trading Systems, Equities, Electronic Trading, Market Data, Sybase, Derivatives, Low Latency, High Frequency Trading, Exchange Connectivity, Options, Equity Derivatives, Proprietary Trading, Investment Banking, Equity Trading, Enterprise Architecture, Risk Management, Series 24, Series 56, Hedge Funds
Education
Illinois Institute of Technology
MS, Computer Science
University of Illinois at Urbana-Champaign
BS, Biology
Feng Xie's UBS Experience August 2014 - Present
Job KDB/Q based trading application/infrastructure
Industry Banking
Experience
UBS August 2014 - Present
Curex Group LLC October 2012 - August 2014
Nomura Securities March 2009 - October 2012
Goldman Sachs Group 2007 - 2009
Cisco System, Inc May 2004 - January 2007
Skills
Trading Systems, Market Making, Equities, Low Latency, dist, Market Data, matching engine, Electronic Trading, Distributed Systems, Software Development, Currency Trading System, OneTick based realtime..., Windows TFS (Team..., Multithreading, Unix, Equity Derivatives, Options, Exchange Connectivity, TCP/IP, Trading System, Perl, SQL, Agile Methodologies, UML, C++, SDLC, Architectures, Java
Education
Rutgers University-New Brunswick 1997 — 1998
Huazhong University of Science and Technology 1988 — 1992
B.S, Computer Science
UBS August 2014 - Present
Curex Group LLC October 2012 - August 2014
Nomura Securities March 2009 - October 2012
Goldman Sachs Group 2007 - 2009
Cisco System, Inc May 2004 - January 2007
Skills
Trading Systems, Market Making, Equities, Low Latency, dist, Market Data, matching engine, Electronic Trading, Distributed Systems, Software Development, Currency Trading System, OneTick based realtime..., Windows TFS (Team..., Multithreading, Unix, Equity Derivatives, Options, Exchange Connectivity, TCP/IP, Trading System, Perl, SQL, Agile Methodologies, UML, C++, SDLC, Architectures, Java
Education
Rutgers University-New Brunswick 1997 — 1998
Huazhong University of Science and Technology 1988 — 1992
B.S, Computer Science
Nick DiSalvo's UBS Experience May 2000 - November 2000
Job IT Director, City of New York
Industry Information Technology and Services
Experience
City of New York February 2007 - Present
City of New York FISA January 2006 - February 2007
AMP August 2003 - December 2005
AMP Banking February 2001 - August 2003
UBS May 2000 - November 2000
PaineWebber May 2000 - November 2000
Deutsche Bank January 1999 - February 2000
Bankers Trust May 1996 - December 1998
AT&T February 1995 - May 1996
AT&T February 1993 - March 1995
Skills
IT Transformation, Project Management, Leadership, IT Service Management, IT Operations, Change Management, Business Analysis, IT Strategy, SDLC, Data Warehousing, Security, Databases, Testing, Enterprise Software, Software Documentation, Incident Management, Requirements Gathering, Vendor Management, Enterprise Architecture, IT Management, ITIL
Education
British Computer Society 2002 — 2004
Masters Certificate, IT Service Management
Montclair State University 1992 — 1996
Post Graduate Study, Computer Science & Mathematics
Hofstra University 1988 — 1992
BS, Computer Science and MIS
City of New York February 2007 - Present
City of New York FISA January 2006 - February 2007
AMP August 2003 - December 2005
AMP Banking February 2001 - August 2003
UBS May 2000 - November 2000
PaineWebber May 2000 - November 2000
Deutsche Bank January 1999 - February 2000
Bankers Trust May 1996 - December 1998
AT&T February 1995 - May 1996
AT&T February 1993 - March 1995
Skills
IT Transformation, Project Management, Leadership, IT Service Management, IT Operations, Change Management, Business Analysis, IT Strategy, SDLC, Data Warehousing, Security, Databases, Testing, Enterprise Software, Software Documentation, Incident Management, Requirements Gathering, Vendor Management, Enterprise Architecture, IT Management, ITIL
Education
British Computer Society 2002 — 2004
Masters Certificate, IT Service Management
Montclair State University 1992 — 1996
Post Graduate Study, Computer Science & Mathematics
Hofstra University 1988 — 1992
BS, Computer Science and MIS
Angela Adamo's UBS Experience June 2013 - Present
Job Senior Technical Recruiter at UBS and Financial Services Consultant
Industry Financial Services
Experience
UBS June 2013 - Present
eHealth Ontario February 2012 - August 2012
UBS June 2004 - September 2011
Standard & Poor's August 2000 - May 2004
Paine Webber August 1998 - April 2000
Chase Manhattan Bank April 1997 - July 1998
Skills
Recruiting, Technical Recruiting, Applicant Tracking..., Sourcing, Internet Recruiting, Screening, Interviews, Contract Recruitment
Education
Humber College
UBS June 2013 - Present
eHealth Ontario February 2012 - August 2012
UBS June 2004 - September 2011
Standard & Poor's August 2000 - May 2004
Paine Webber August 1998 - April 2000
Chase Manhattan Bank April 1997 - July 1998
Skills
Recruiting, Technical Recruiting, Applicant Tracking..., Sourcing, Internet Recruiting, Screening, Interviews, Contract Recruitment
Education
Humber College
Lisa Stumpf's UBS Experience June 2013 - Present
Job Registered Client Service Associate
Industry Financial Services
Experience
UBS June 2013 - Present
ICP Asset Management 2007 - 2012
FTN Financial 2004 - 2006
FTN Financial 2002 - 2004
Dime Savings Bank 2001 - 2002
Education
Hofstra University 1992 — 1999
Master of Business Administration (MBA), Finance, General
UBS June 2013 - Present
ICP Asset Management 2007 - 2012
FTN Financial 2004 - 2006
FTN Financial 2002 - 2004
Dime Savings Bank 2001 - 2002
Education
Hofstra University 1992 — 1999
Master of Business Administration (MBA), Finance, General
Tony Cristiano's UBS Experience June 2000 - August 2004
Job Director of Technology, JANA Partners
Industry Financial Services
Experience
JANA Partners LLC March 2008 - Present
New Line Cinema November 2005 - March 2008
Hahn & Hessen September 2004 - November 2005
UBS June 2000 - August 2004
Skills
Data Center, Disaster Recovery, Vendor Management, Active Directory, Security, Business Continuity, IT Management, Microsoft Exchange, Virtualization, Infrastructure, VMware, IT Strategy
Education
Hofstra University 1996 — 2000
BS, Business Computer Information Systems
JANA Partners LLC March 2008 - Present
New Line Cinema November 2005 - March 2008
Hahn & Hessen September 2004 - November 2005
UBS June 2000 - August 2004
Skills
Data Center, Disaster Recovery, Vendor Management, Active Directory, Security, Business Continuity, IT Management, Microsoft Exchange, Virtualization, Infrastructure, VMware, IT Strategy
Education
Hofstra University 1996 — 2000
BS, Business Computer Information Systems
Brandon Raymar's UBS Experience April 2012 - July 2013
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
UBS April 2012 - July 2013
Morgan Stanley Smith Barney August 2000 - April 2012
Skills
FINRA, Risk Management, Series 24
Education
Hofstra University 1997 — 1999
MBA, Banking and Finance
Muhlenberg College 1993 — 1997
BA, Economics and Finance
JPMorgan Chase July 2013 - Present
UBS April 2012 - July 2013
Morgan Stanley Smith Barney August 2000 - April 2012
Skills
FINRA, Risk Management, Series 24
Education
Hofstra University 1997 — 1999
MBA, Banking and Finance
Muhlenberg College 1993 — 1997
BA, Economics and Finance
Dan Sarrosick's UBS Experience May 2008 - April 2013
Job Head of Infrastructure Product Management at Millennium Partners
Industry Information Technology and Services
Experience
Millennium Partners April 2015 - Present
JPMorgan Chase April 2013 - April 2015
UBS May 2008 - April 2013
UBS October 2005 - May 2008
Paine Webber September 2001 - October 2005
Integrated Business Systems January 1999 - September 2001
Skills
Virtualization, Process Improvement, Cloud Computing, Requirements Analysis, Business Analysis, ITIL, Vendor Management, Product Management, Software Development, IT Strategy, Disaster Recovery, PMP, IT Service Management, Program Management, Risk Management, SharePoint, Service Delivery, Enterprise Software, Management, Leadership, Strategy, Infrastructure, Enterprise Architecture, IT Management, Project Portfolio..., Data Center, Integration, PMO, System Administration, Outsourcing
Education
Hofstra University 1997 — 2001
BBA, Business Information Systems
Millennium Partners April 2015 - Present
JPMorgan Chase April 2013 - April 2015
UBS May 2008 - April 2013
UBS October 2005 - May 2008
Paine Webber September 2001 - October 2005
Integrated Business Systems January 1999 - September 2001
Skills
Virtualization, Process Improvement, Cloud Computing, Requirements Analysis, Business Analysis, ITIL, Vendor Management, Product Management, Software Development, IT Strategy, Disaster Recovery, PMP, IT Service Management, Program Management, Risk Management, SharePoint, Service Delivery, Enterprise Software, Management, Leadership, Strategy, Infrastructure, Enterprise Architecture, IT Management, Project Portfolio..., Data Center, Integration, PMO, System Administration, Outsourcing
Education
Hofstra University 1997 — 2001
BBA, Business Information Systems
Judy Sheehan's UBS Experience March 1998 - May 1999
Job Learning and Development Specialist
Industry Professional Training & Coaching
Experience
Morgan Stanley May 1998 - Present
self January 2003 - Present
Morgan Stanley Investment Management 2000 - 2003
UBS March 1998 - May 1999
Skills
Strategy, Employee Training, Training, Leadership, Teaching, Talent Management, Instructional Design, Executive Coaching, Fixed Income, Program Management, E-Learning, Onboarding, Management, Marketing, Equities, Training Delivery, Staff Development, Leadership Development, Time Management, Human Resources, Organizational..., CRM, Outsourcing, Instructor-led Training, Curriculum Development, Software Documentation, Curriculum Design, Performance Management
Education
Hofstra University
Morgan Stanley May 1998 - Present
self January 2003 - Present
Morgan Stanley Investment Management 2000 - 2003
UBS March 1998 - May 1999
Skills
Strategy, Employee Training, Training, Leadership, Teaching, Talent Management, Instructional Design, Executive Coaching, Fixed Income, Program Management, E-Learning, Onboarding, Management, Marketing, Equities, Training Delivery, Staff Development, Leadership Development, Time Management, Human Resources, Organizational..., CRM, Outsourcing, Instructor-led Training, Curriculum Development, Software Documentation, Curriculum Design, Performance Management
Education
Hofstra University
Tsedy Gebeyehu's UBS Experience January 2000 - July 2004
Job Producer / Director
Industry Media Production
Experience
Sesame Workshop February 2011 - July 2013
Tyler Perry Studios April 2008 - November 2010
UBS January 2000 - July 2004
Skills
Final Cut Pro, Microsoft Office, Video, Film, Editing, Television, Video Production, Social Media, Film Production, Photoshop, Producing, Video Editing, Broadcast, Documentaries, Screenwriting, Post Production, Reality, Media Production, Pre-production, Avid, Reality TV
Education
Howard University 1996 — 1999
Montgomery Blair Highschool 1990 — 1993
Digital Film Academy
Sesame Workshop February 2011 - July 2013
Tyler Perry Studios April 2008 - November 2010
UBS January 2000 - July 2004
Skills
Final Cut Pro, Microsoft Office, Video, Film, Editing, Television, Video Production, Social Media, Film Production, Photoshop, Producing, Video Editing, Broadcast, Documentaries, Screenwriting, Post Production, Reality, Media Production, Pre-production, Avid, Reality TV
Education
Howard University 1996 — 1999
Montgomery Blair Highschool 1990 — 1993
Digital Film Academy
Kristina Kalamut's UBS Experience May 2007 - April 2008
Job Technology Consulting Talent Lead (Toronto), Manager at Deloitte Canada
Industry Human Resources
Experience
Deloitte Canada August 2014 - Present
Holt Renfrew November 2012 - July 2014
Macquarie Capital Markets Canada Ltd. April 2008 - October 2012
UBS May 2007 - April 2008
World Trade Group June 2005 - August 2006
Skills
Employee Relations, Performance Management, Graduate Recruitment, Compensation, Interviewing, Performance Reviews, Recruiting, Interviews, Employer Branding, Personnel Management, Analysis, Onboarding, Workforce Planning, College Recruiting, Employment Law, Organizational..., Human Resources, Training, Management, Payroll, Succession Planning, Employee Engagement, HRIS, HR Policies
Education
Human Resources Professional Association 2007 — 2008
CHRP, (Certified Human Resources Professional)
Humber College 2006 — 2007
Post-Graduate Certificate, Human Resources Management
Queen's University 2001 — 2005
Bachelor of Science, Biology
Deloitte Canada August 2014 - Present
Holt Renfrew November 2012 - July 2014
Macquarie Capital Markets Canada Ltd. April 2008 - October 2012
UBS May 2007 - April 2008
World Trade Group June 2005 - August 2006
Skills
Employee Relations, Performance Management, Graduate Recruitment, Compensation, Interviewing, Performance Reviews, Recruiting, Interviews, Employer Branding, Personnel Management, Analysis, Onboarding, Workforce Planning, College Recruiting, Employment Law, Organizational..., Human Resources, Training, Management, Payroll, Succession Planning, Employee Engagement, HRIS, HR Policies
Education
Human Resources Professional Association 2007 — 2008
CHRP, (Certified Human Resources Professional)
Humber College 2006 — 2007
Post-Graduate Certificate, Human Resources Management
Queen's University 2001 — 2005
Bachelor of Science, Biology
R@viraj Kumar's UBS Experience September 2013 - Present
Job ETL Architect at UBS
Industry Information Technology and Services
Experience
UBS September 2013 - Present
Exelon August 2011 - August 2013
PepsiCo October 2008 - January 2012
Walgreens April 2008 - October 2008
ADT January 2007 - April 2008
Headstrong August 2006 - April 2008
Walgreens January 2001 - July 2006
Skills
ETL, Microsoft SQL Server, PL/SQL, SSIS, Oracle, SSRS, T-SQL, Databases, Business Objects, Analysis Services, Unix Shell Scripting, Data Migration, Shell Scripting, Data Warehousing, Ab Initio, Business Intelligence, Data Modeling, SDLC, Performance Tuning, Unix, SQL
Education
Illinois Institute of Technology 2000 — 2002
Master of Science, Computer Engineering
Jawaharlal Nehru Technological University 1996 — 2000
Bachelors, Electrical and Electronics
Govt Junior College, Rajahmundry 1992 — 1994
Maths, Physics and Science
SKVT English Medium High School 1984 — 1992
UBS September 2013 - Present
Exelon August 2011 - August 2013
PepsiCo October 2008 - January 2012
Walgreens April 2008 - October 2008
ADT January 2007 - April 2008
Headstrong August 2006 - April 2008
Walgreens January 2001 - July 2006
Skills
ETL, Microsoft SQL Server, PL/SQL, SSIS, Oracle, SSRS, T-SQL, Databases, Business Objects, Analysis Services, Unix Shell Scripting, Data Migration, Shell Scripting, Data Warehousing, Ab Initio, Business Intelligence, Data Modeling, SDLC, Performance Tuning, Unix, SQL
Education
Illinois Institute of Technology 2000 — 2002
Master of Science, Computer Engineering
Jawaharlal Nehru Technological University 1996 — 2000
Bachelors, Electrical and Electronics
Govt Junior College, Rajahmundry 1992 — 1994
Maths, Physics and Science
SKVT English Medium High School 1984 — 1992
Patrick Moriarty's UBS Experience June 2004 - June 2006
Job Analyst
Industry Investment Management
Experience
Early Harvest Management, LP November 2013 - Present
HealthCor Management March 2010 - June 2013
Fortis June 2006 - June 2009
UBS June 2004 - June 2006
Novartis June 2002 - June 2004
Skills
Biotechnology, Pharmaceutical Industry, Clinical Research, Statistics, Research, Drug Development, Financial Modeling, Data Analysis, Strategy, Valuation, Due Diligence, Emerging Markets, Corporate Finance, Investment Banking, Clinical Trials, Equities, Private Equity
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
MBA, Finance, Quantitative Finance
Hofstra University 1995 — 2002
PhD, Clinical Psychology
University of Pennsylvania 1989 — 1993
BA, Psychology
Early Harvest Management, LP November 2013 - Present
HealthCor Management March 2010 - June 2013
Fortis June 2006 - June 2009
UBS June 2004 - June 2006
Novartis June 2002 - June 2004
Skills
Biotechnology, Pharmaceutical Industry, Clinical Research, Statistics, Research, Drug Development, Financial Modeling, Data Analysis, Strategy, Valuation, Due Diligence, Emerging Markets, Corporate Finance, Investment Banking, Clinical Trials, Equities, Private Equity
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
MBA, Finance, Quantitative Finance
Hofstra University 1995 — 2002
PhD, Clinical Psychology
University of Pennsylvania 1989 — 1993
BA, Psychology
Mahmood Masghati's UBS Experience June 2011 - May 2014
Job Executive Director, Media Management at UBS
Industry Financial Services
Experience
UBS June 2011 - May 2014
JP Morgan Chase & Co. June 1983 - June 2011
First Chicago NBD 1983 - 2009
Bank One 1998 - 2003
First National Bank of Chicago 1983 - 1998
Skills
Leadership, Enterprise Software, Program Management, Infrastructure, Change Management, Banking, Vendor Management, Integration, Financial Services, Information Technology, Project Planning, Financial Analysis, Project Management, Management, IT Management, Public Relations, SDLC, Data Center, Enterprise Architecture, Business Process..., Business Analysis, Disaster Recovery, Process Improvement, IT Strategy, Project Portfolio..., Risk Management, Equities, IT Operations, Visio, ITIL, Business Continuity, IT Service Management, Project Delivery, Strategy, Portfolio Management, PMO
Education
Virginia Polytechnic Institute and State University 1976 — 1978
Hope College 1972 — 1976
BS, Computer Science
UBS June 2011 - May 2014
JP Morgan Chase & Co. June 1983 - June 2011
First Chicago NBD 1983 - 2009
Bank One 1998 - 2003
First National Bank of Chicago 1983 - 1998
Skills
Leadership, Enterprise Software, Program Management, Infrastructure, Change Management, Banking, Vendor Management, Integration, Financial Services, Information Technology, Project Planning, Financial Analysis, Project Management, Management, IT Management, Public Relations, SDLC, Data Center, Enterprise Architecture, Business Process..., Business Analysis, Disaster Recovery, Process Improvement, IT Strategy, Project Portfolio..., Risk Management, Equities, IT Operations, Visio, ITIL, Business Continuity, IT Service Management, Project Delivery, Strategy, Portfolio Management, PMO
Education
Virginia Polytechnic Institute and State University 1976 — 1978
Hope College 1972 — 1976
BS, Computer Science
Eric Magnuson, CFA, CPA's UBS Experience November 2006 - July 2010
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank April 2011 - Present
UBS Investment Bank July 2010 - April 2011
UBS November 2006 - July 2010
UBS February 2006 - October 2006
Cowen and Company June 2002 - February 2006
PricewaterhouseCoopers September 1998 - August 2000
Arthur Andersen September 1996 - September 1998
Skills
Equities, Fixed Income, Hedge Funds, Capital Markets, Financial Modeling, Equity Research, Investment Banking, Valuation, Financial Analysis
Education
Thunderbird School of Global Management 2010 — 2012
Master of Global Management, International Business
University of Rochester - Simon Business School 2000 — 2002
MBA, Finance and Corporate Strategy
Hofstra University 1992 — 1996
BBA, Accounting
UBS Investment Bank April 2011 - Present
UBS Investment Bank July 2010 - April 2011
UBS November 2006 - July 2010
UBS February 2006 - October 2006
Cowen and Company June 2002 - February 2006
PricewaterhouseCoopers September 1998 - August 2000
Arthur Andersen September 1996 - September 1998
Skills
Equities, Fixed Income, Hedge Funds, Capital Markets, Financial Modeling, Equity Research, Investment Banking, Valuation, Financial Analysis
Education
Thunderbird School of Global Management 2010 — 2012
Master of Global Management, International Business
University of Rochester - Simon Business School 2000 — 2002
MBA, Finance and Corporate Strategy
Hofstra University 1992 — 1996
BBA, Accounting
Bob Apter's UBS Experience September 1990 - June 2013
Job portfolio manager at UBS
Industry Pharmaceuticals
Experience
UBS September 1990 - June 2013
UBS Global Asset Management September 2003 - May 2013
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Derivatives, Capital Markets, Series 7, Wealth Management, Series 63, Bonds, Asset Allocation, Investment Strategies, Securities, Commodity, FX Options, Equity Derivatives, Financial Markets, Valuation, Equity Trading, Investment Banking, Mutual Funds, ETFs, Financial Modeling, Quantitative Finance, Strategic Financial..., Electronic Trading, Risk Management, Technical Analysis, Financial Analysis, Portfolio Optimization, Private Equity, Quantitative Analytics, Market Risk, Structured Products, Market Making, Currency, Market Data, Proprietary Trading, Swaps, Volatility, Hedging, FINRA, Trading Strategies, Fund Of Funds, VBA, Series 24, CDS, Equity Valuation, Global Macro, Bloomberg Terminal, Investment Advisory
Education
Illinois Institute of Technology 1985 — 1989
UBS September 1990 - June 2013
UBS Global Asset Management September 2003 - May 2013
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Derivatives, Capital Markets, Series 7, Wealth Management, Series 63, Bonds, Asset Allocation, Investment Strategies, Securities, Commodity, FX Options, Equity Derivatives, Financial Markets, Valuation, Equity Trading, Investment Banking, Mutual Funds, ETFs, Financial Modeling, Quantitative Finance, Strategic Financial..., Electronic Trading, Risk Management, Technical Analysis, Financial Analysis, Portfolio Optimization, Private Equity, Quantitative Analytics, Market Risk, Structured Products, Market Making, Currency, Market Data, Proprietary Trading, Swaps, Volatility, Hedging, FINRA, Trading Strategies, Fund Of Funds, VBA, Series 24, CDS, Equity Valuation, Global Macro, Bloomberg Terminal, Investment Advisory
Education
Illinois Institute of Technology 1985 — 1989
Robert J. Matzelle, CPA, CGMA, MBA's UBS Experience December 2000 - November 2001
Job Senior Financial Executive
Industry Accounting
Experience
Robert Half Management Resources January 2012 - May 2015
Resources Global Professionals April 2005 - May 2011
Control Solutions International March 2004 - February 2005
Diageo April 2003 - January 2004
Prudential Financial January 2002 - February 2003
UBS December 2000 - November 2001
MetLife Financial Services/Prudential Securities January 1997 - December 2000
Philip Morris International June 1987 - December 1996
Deloitte January 1986 - May 1987
Margolin, Winer & Evens LLP September 1984 - December 1985
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Financial Modeling, US GAAP, SEC filings, US GAAP reporting, Strategic Financial..., Internal Audit, External Audit, System Implementations, Business Process..., Financial Planning &..., Management Reporting, Statutory Reporting, Monthly ,Quarterly &..., Consolidation, Budgeting & Forecasting, Mergers & Acquisitions, Management, Account Reconciliation, Statutory Accounting, Financial Statements, Corporate Finance, Forecasting, Finance, Cash Flow, Variance Analysis, GAAP, Financial Planning, General Ledger, SEC Filings
Education
Pace University - Lubin School of Business 1989 — 1991
MBA
Hofstra University 1980 — 1984
BBA
Robert Half Management Resources January 2012 - May 2015
Resources Global Professionals April 2005 - May 2011
Control Solutions International March 2004 - February 2005
Diageo April 2003 - January 2004
Prudential Financial January 2002 - February 2003
UBS December 2000 - November 2001
MetLife Financial Services/Prudential Securities January 1997 - December 2000
Philip Morris International June 1987 - December 1996
Deloitte January 1986 - May 1987
Margolin, Winer & Evens LLP September 1984 - December 1985
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Financial Modeling, US GAAP, SEC filings, US GAAP reporting, Strategic Financial..., Internal Audit, External Audit, System Implementations, Business Process..., Financial Planning &..., Management Reporting, Statutory Reporting, Monthly ,Quarterly &..., Consolidation, Budgeting & Forecasting, Mergers & Acquisitions, Management, Account Reconciliation, Statutory Accounting, Financial Statements, Corporate Finance, Forecasting, Finance, Cash Flow, Variance Analysis, GAAP, Financial Planning, General Ledger, SEC Filings
Education
Pace University - Lubin School of Business 1989 — 1991
MBA
Hofstra University 1980 — 1984
BBA
Valerie Rowland's UBS Experience May 2013 - Present
Job Managing Director, Program Manager at UBS
Industry Banking
Experience
UBS May 2013 - Present
UBS April 2010 - Present
Skills
Wealth Management, Management, Project Management, Branch Administration, Branch Operation, Product Development, Product Management, Product Marketing, Operational Risk, Supervision, Series 7, Series 9/10, Series 63, Organizational..., Integration, Cross-functional Team..., Leadership, Service Strategy, Financial Risk, FINRA, Securities, Strategy, Equities, Fixed Income, Series 24
Education
New York University - Leonard N. Stern School of Business 1985 — 1990
MBA, Finance
Hofstra University 1982 — 1983
Bachelor of Business Administration (B.B.A.), International Business
UBS May 2013 - Present
UBS April 2010 - Present
Skills
Wealth Management, Management, Project Management, Branch Administration, Branch Operation, Product Development, Product Management, Product Marketing, Operational Risk, Supervision, Series 7, Series 9/10, Series 63, Organizational..., Integration, Cross-functional Team..., Leadership, Service Strategy, Financial Risk, FINRA, Securities, Strategy, Equities, Fixed Income, Series 24
Education
New York University - Leonard N. Stern School of Business 1985 — 1990
MBA, Finance
Hofstra University 1982 — 1983
Bachelor of Business Administration (B.B.A.), International Business
Michael Tonn's UBS Experience January 2002 - July 2002
Job Platform Engineer at Nomura Securities
Industry Financial Services
Experience
Nomura Securities August 2013 - Present
Nomura Securities March 2012 - Present
Nomura Securities July 2004 - December 2012
Adecco July 2002 - July 2004
UBS January 2002 - July 2002
Instinet Corporation June 1999 - August 2001
Merrill Lynch September 1997 - September 1999
Morgan Stanley September 1995 - September 1997
Telcordia ( Formerly Bellcore ) September 1990 - September 1995
Skills
Redhat Linux, VMware Infrastructure, Veritas Cluster Server, VMware ESX, Solaris, Virtualization, Unix, Linux, Disaster Recovery, VMware, Perl, Cluster, Shell Scripting, Unix Shell Scripting, Sybase, High Availability, System Administration, NetApp, RHEL, RedHat, Red Hat Linux, Data Center, Servers, Storage Area Networks, vSphere
Education
Stevens Institute of Technology 1991 — 1993
MBS, Computer Science
Hofstra University 1988 — 1990
BS, Computer Science
Nomura Securities August 2013 - Present
Nomura Securities March 2012 - Present
Nomura Securities July 2004 - December 2012
Adecco July 2002 - July 2004
UBS January 2002 - July 2002
Instinet Corporation June 1999 - August 2001
Merrill Lynch September 1997 - September 1999
Morgan Stanley September 1995 - September 1997
Telcordia ( Formerly Bellcore ) September 1990 - September 1995
Skills
Redhat Linux, VMware Infrastructure, Veritas Cluster Server, VMware ESX, Solaris, Virtualization, Unix, Linux, Disaster Recovery, VMware, Perl, Cluster, Shell Scripting, Unix Shell Scripting, Sybase, High Availability, System Administration, NetApp, RHEL, RedHat, Red Hat Linux, Data Center, Servers, Storage Area Networks, vSphere
Education
Stevens Institute of Technology 1991 — 1993
MBS, Computer Science
Hofstra University 1988 — 1990
BS, Computer Science
Jamila Sevak's UBS Experience August 1998 - July 2000
Job Sr. Director, HR Business Partner
Industry Human Resources
Experience
CLS Group. October 2014 - Present
Mullin & Associates/Lincolnshire January 2014 - October 2014
TIAA-CREF July 2000 - 2013
UBS August 1998 - July 2000
Computer Associates January 1998 - August 1998
Skills
Talent Management, Recruiting, Performance Management, Employee Relations, Succession Planning, Human Resources, Change Management, Interviews, Personnel Management, HRIS, Leadership, Organizational Design, Hiring, Temporary Placement, Coaching
Education
Hofstra University
M.A., Industrial & Organizational Psychology
State University of New York College at Geneseo
B.A., Psychology
CLS Group. October 2014 - Present
Mullin & Associates/Lincolnshire January 2014 - October 2014
TIAA-CREF July 2000 - 2013
UBS August 1998 - July 2000
Computer Associates January 1998 - August 1998
Skills
Talent Management, Recruiting, Performance Management, Employee Relations, Succession Planning, Human Resources, Change Management, Interviews, Personnel Management, HRIS, Leadership, Organizational Design, Hiring, Temporary Placement, Coaching
Education
Hofstra University
M.A., Industrial & Organizational Psychology
State University of New York College at Geneseo
B.A., Psychology
Thierry Ormejuste's UBS Experience August 2009 - May 2010
Job Associate Fixed Income at Goldman Sachs
Industry Banking
Experience
Goldman Sachs May 2010 - Present
UBS August 2009 - May 2010
Deutsche Bank April 2008 - December 2008
Education
Syracuse University 1995 — 1998
JD, Law
Hofstra University 1992 — 1995
BS, Economics
Goldman Sachs May 2010 - Present
UBS August 2009 - May 2010
Deutsche Bank April 2008 - December 2008
Education
Syracuse University 1995 — 1998
JD, Law
Hofstra University 1992 — 1995
BS, Economics
Michael Roschnotti's UBS Experience February 2011 - April 2014
Job Commodities Specialist at Bloomberg
Industry Oil & Energy
Experience
Bloomberg LP May 2014 - Present
UBS February 2011 - April 2014
Hedge Fund May 2008 - February 2011
Newedge USA, LLC 2005 - 2008
Skills
Equities, Securities, Derivatives, Options, Hedge Funds, Trading Systems, Risk Management, Commodities, Investment Banking, Bloomberg, Due Diligence, Valuation, Private Equity, Business Analysis, Series 3, Dodd-Frank, Systemic Risk, Commodity, Credit Derivatives
Education
Hofstra University 2003 — 2007
Bloomberg LP May 2014 - Present
UBS February 2011 - April 2014
Hedge Fund May 2008 - February 2011
Newedge USA, LLC 2005 - 2008
Skills
Equities, Securities, Derivatives, Options, Hedge Funds, Trading Systems, Risk Management, Commodities, Investment Banking, Bloomberg, Due Diligence, Valuation, Private Equity, Business Analysis, Series 3, Dodd-Frank, Systemic Risk, Commodity, Credit Derivatives
Education
Hofstra University 2003 — 2007
Eileen Fenton's UBS Experience 1994 - 2008
Job Quality Management Rutgers, The State University
Industry Hospital & Health Care
Experience
Rutgers University January 2014 - Present
UBS Wealth Management May 2000 - July 2008
UBS Financial Services 1994 - 2008
UBS 1994 - 2008
Skills
SDLC, Project Management, Business Analysis, Vendor Management, Software Project..., Program Management, Management, Requirements Analysis, PMO, Financial Services, IT Strategy, Requirements Gathering, Risk Management, Project Portfolio..., Process Improvement, Visio, PMP
Education
Holy Name Medical Center School of Nursing 2009 — 2011
Registered Nurse, Nursing
Montclair State University 1981 — 1985
B.S, Home Economics - Nutrition
Rutgers University January 2014 - Present
UBS Wealth Management May 2000 - July 2008
UBS Financial Services 1994 - 2008
UBS 1994 - 2008
Skills
SDLC, Project Management, Business Analysis, Vendor Management, Software Project..., Program Management, Management, Requirements Analysis, PMO, Financial Services, IT Strategy, Requirements Gathering, Risk Management, Project Portfolio..., Process Improvement, Visio, PMP
Education
Holy Name Medical Center School of Nursing 2009 — 2011
Registered Nurse, Nursing
Montclair State University 1981 — 1985
B.S, Home Economics - Nutrition
Jeffrey Kastil, PMP's UBS Experience 1997 - 2003
Job Senior Program Manager
Industry Financial Services
Experience
TIAA-CREF December 2011 - Present
Credit Suisse March 2011 - November 2011
Credit Suisse 2009 - March 2011
UBS Wealth Management 2006 - 2009
Fidelity Investments 2003 - 2006
UBS 1997 - 2003
KPMG Peat Marwick 1995 - 1997
Morgan Stanley 1993 - 1995
CITICORP – National Systems and Technology & Quotron Systems Inc. 1988 - 1993
Skills
Financial Services, Business Analysis, Project Management, PMO, Strategy, Start-ups, Leadership, Program Management, Data Center, Telecommunications, Management, IT Strategy, Series 7, Finance, Forecasting, Vendor Management, PMP, Portfolio Management, Risk Management, Project Portfolio..., Governance, Banking, SDLC, Sales, Change Management, Business Strategy, Management Consulting, Business Process..., Budgets, Process Improvement, Business Process, Information Technology
Education
New York University 2000 — 2001
Certificate, Information Management
New York Institute of Technology 1987 — 1990
MBA, Accounting
Hofstra University 1984 — 1987
BBA, Banking and Finance
TIAA-CREF December 2011 - Present
Credit Suisse March 2011 - November 2011
Credit Suisse 2009 - March 2011
UBS Wealth Management 2006 - 2009
Fidelity Investments 2003 - 2006
UBS 1997 - 2003
KPMG Peat Marwick 1995 - 1997
Morgan Stanley 1993 - 1995
CITICORP – National Systems and Technology & Quotron Systems Inc. 1988 - 1993
Skills
Financial Services, Business Analysis, Project Management, PMO, Strategy, Start-ups, Leadership, Program Management, Data Center, Telecommunications, Management, IT Strategy, Series 7, Finance, Forecasting, Vendor Management, PMP, Portfolio Management, Risk Management, Project Portfolio..., Governance, Banking, SDLC, Sales, Change Management, Business Strategy, Management Consulting, Business Process..., Budgets, Process Improvement, Business Process, Information Technology
Education
New York University 2000 — 2001
Certificate, Information Management
New York Institute of Technology 1987 — 1990
MBA, Accounting
Hofstra University 1984 — 1987
BBA, Banking and Finance
Monique Thacker's UBS Experience October 2006 - January 2013
Job Chief Administrative Officer, Wealth Management US at HSBC Securities
Industry Financial Services
Experience
HSBC Securities January 2013 - Present
UBS October 2006 - January 2013
AXA May 2004 - October 2006
INVESCO 2002 - 2004
Ladenburg Thalmann 1999 - 2001
Skills
Fixed Income, Securities, Asset Managment, Financial Services, Investments, Alternative Investments, Portfolio Management
Education
Hofstra University
BA
Hofstra University
HSBC Securities January 2013 - Present
UBS October 2006 - January 2013
AXA May 2004 - October 2006
INVESCO 2002 - 2004
Ladenburg Thalmann 1999 - 2001
Skills
Fixed Income, Securities, Asset Managment, Financial Services, Investments, Alternative Investments, Portfolio Management
Education
Hofstra University
BA
Hofstra University
Eugene Boehringer's UBS Experience February 1993 - September 1997
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
UBS Investment Bank 2002 - Present
TD September 1997 - June 2002
UBS February 1993 - September 1997
BNY Mellon January 1989 - April 1993
Skills
C#.Net, VB.Net, Java, VB6, Excel/VBA, Q (K), SQL/PSQL, HTML, XML, ASP.Net, VBScript, C++, Unix Shell, Ant, TCL, PERL, SYBASE, ORACLE, KDB+, SQL Server, MS Access, Reuters API, Bloomberg API, Visual Studio, Eclipse, DB Artisan, TOAD, Syncfusion Controls, Crystal Reports, Business Objects, AutoSys, Quality Center, Github, ClearCase, Subversion, Visual Source Safe, Bug Tracker, JIRA, Finance, Fixed Income, Financial Analysis, ION Marketview, Reuters, Bloomberg, Market Data, Database Administration, Sybase, Autosys, Unix Shell Scripting
Education
Hofstra University 1988 — 1991
Master of Business Administration (M.B.A.), Computer Science
New York University 1983 — 1985
Bachelor's Degree (B.S), Economics
UBS Investment Bank 2002 - Present
TD September 1997 - June 2002
UBS February 1993 - September 1997
BNY Mellon January 1989 - April 1993
Skills
C#.Net, VB.Net, Java, VB6, Excel/VBA, Q (K), SQL/PSQL, HTML, XML, ASP.Net, VBScript, C++, Unix Shell, Ant, TCL, PERL, SYBASE, ORACLE, KDB+, SQL Server, MS Access, Reuters API, Bloomberg API, Visual Studio, Eclipse, DB Artisan, TOAD, Syncfusion Controls, Crystal Reports, Business Objects, AutoSys, Quality Center, Github, ClearCase, Subversion, Visual Source Safe, Bug Tracker, JIRA, Finance, Fixed Income, Financial Analysis, ION Marketview, Reuters, Bloomberg, Market Data, Database Administration, Sybase, Autosys, Unix Shell Scripting
Education
Hofstra University 1988 — 1991
Master of Business Administration (M.B.A.), Computer Science
New York University 1983 — 1985
Bachelor's Degree (B.S), Economics
Michael Levin AWMA®'s UBS Experience 1989 - 2004
Job SR VP/Regional Manager
Industry Financial Services
Experience
Janney Montgomery Scott November 2005 - Present
Lebenthal July 2004 - November 2005
UBS/Paine Webber May 1989 - July 2004
UBS 1989 - 2004
EF Hutton August 1980 - May 1989
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Series 65, Series 24, Fixed Annuities, Retirement, Estate Planning, Investments, Securities, Asset Allocation, Financial Services
Education
Securities Investor Institute 1991 — 1993
Hofstra University 1973 — 1975
BBA, Management
Janney Montgomery Scott November 2005 - Present
Lebenthal July 2004 - November 2005
UBS/Paine Webber May 1989 - July 2004
UBS 1989 - 2004
EF Hutton August 1980 - May 1989
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Series 65, Series 24, Fixed Annuities, Retirement, Estate Planning, Investments, Securities, Asset Allocation, Financial Services
Education
Securities Investor Institute 1991 — 1993
Hofstra University 1973 — 1975
BBA, Management
Craig Fanning's UBS Experience 1996 - 2000
Job Convey Inc. an OlsenSpeech Company
Industry Financial Services
Experience
Convey Inc. an OlsenSpeech Company June 2014 - Present
E.J. Delarosa November 2012 - Present
MF Global 2009 - January 2010
Countrywide Securities Corporation 2004 - 2006
Banc of America Securities 2002 - 2004
UBS 1996 - 2000
Lehman Brothers 1993 - 1996
Skills
Rates, Fixed Income, Bonds, Fixed Income Trading, Series 7, Trading, Back Office, Capital Markets, Bloomberg, Credit Derivatives, Derivatives, Electronic Trading, Equities, Equity Trading, FX Options, Equity Derivatives, Hedge Funds, Interest Rate..., Financial Markets, Middle Office, Options, Prime Brokerage, Securities, Settlement, Structured Products, Swaps, Trading Systems, Investment Banking, Sales, Project Management, Marketing Communications, Marketing, Social Networking
Education
Hofstra University
B.B.A, Finance
Convey Inc. an OlsenSpeech Company June 2014 - Present
E.J. Delarosa November 2012 - Present
MF Global 2009 - January 2010
Countrywide Securities Corporation 2004 - 2006
Banc of America Securities 2002 - 2004
UBS 1996 - 2000
Lehman Brothers 1993 - 1996
Skills
Rates, Fixed Income, Bonds, Fixed Income Trading, Series 7, Trading, Back Office, Capital Markets, Bloomberg, Credit Derivatives, Derivatives, Electronic Trading, Equities, Equity Trading, FX Options, Equity Derivatives, Hedge Funds, Interest Rate..., Financial Markets, Middle Office, Options, Prime Brokerage, Securities, Settlement, Structured Products, Swaps, Trading Systems, Investment Banking, Sales, Project Management, Marketing Communications, Marketing, Social Networking
Education
Hofstra University
B.B.A, Finance
Sara Razavi's UBS Experience November 2008 - March 2009
Job HR Coordinator at KLATencor
Industry Executive Office
Experience
KLA-Tencor July 2014 - Present
Maxonic March 2010 - July 2014
Start Up Company through Express Employment April 2009 - March 2010
UBS November 2008 - March 2009
Maxonic June 2008 - October 2008
St. James' Episcopal Church November 2007 - January 2008
Skills
Applicant Tracking..., Screening, Talent Acquisition, Technical Recruiting, Recruiting, Data Entry, Customer Service, Temporary Staffing, Interviews, Human Resources, Consulting, Screening Resumes, Internet Recruiting, Sourcing, Microsoft Excel, Administration
Education
Hofstra University 2002 — 2006
BFA, Theatre Arts, Minor in Dance
Monta Vista High School 1998 — 2002
KLA-Tencor July 2014 - Present
Maxonic March 2010 - July 2014
Start Up Company through Express Employment April 2009 - March 2010
UBS November 2008 - March 2009
Maxonic June 2008 - October 2008
St. James' Episcopal Church November 2007 - January 2008
Skills
Applicant Tracking..., Screening, Talent Acquisition, Technical Recruiting, Recruiting, Data Entry, Customer Service, Temporary Staffing, Interviews, Human Resources, Consulting, Screening Resumes, Internet Recruiting, Sourcing, Microsoft Excel, Administration
Education
Hofstra University 2002 — 2006
BFA, Theatre Arts, Minor in Dance
Monta Vista High School 1998 — 2002
Rick Hollmann's UBS Experience 2008 - Present
Job Managing Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
UBS 2008 - Present
Lehman Brothers 2003 - 2008
Skills
Fixed Income, Investments, Alternative Investments, Capital Markets, Equities, Hedge Funds, Portfolio Management
Education
Hofstra University
UBS Wealth Management November 2008 - Present
UBS 2008 - Present
Lehman Brothers 2003 - 2008
Skills
Fixed Income, Investments, Alternative Investments, Capital Markets, Equities, Hedge Funds, Portfolio Management
Education
Hofstra University
Richard Suh's UBS Experience January 2008 - April 2009
Job Desktop Support Analyst at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Information Technology and Services
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2009 - Present
UBS January 2008 - April 2009
UBS August 2006 - January 2008
Hofstra University December 2000 - July 2006
Skills
Information Technology, Management, Team Leadership, Technical Support, Training
Education
Hofstra University 1998 — 2003
BBA, Business Computer Information Systems
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2009 - Present
UBS January 2008 - April 2009
UBS August 2006 - January 2008
Hofstra University December 2000 - July 2006
Skills
Information Technology, Management, Team Leadership, Technical Support, Training
Education
Hofstra University 1998 — 2003
BBA, Business Computer Information Systems
Ariel Fogel's UBS Experience February 2013 - May 2014
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS Wealth Management May 2014 - Present
UBS February 2013 - May 2014
Link Investimentos April 2002 - February 2013
Bank of America September 2000 - September 2001
Skills
Capital Markets, Corporate Finance, Derivatives, Equities, Financial Markets, Fixed Income, Investment Banking, Portfolio Management, Strategic Planning, Trading, Valuation, Building Relationships, FX Options, Investments, Options, Trading Systems, Wealth Management, Interest Rate...
Education
IBMEC - SP 2004 — 2006
Master of Business Administration (MBA), Economics
Universidade Presbiteriana Mackenzie 1994 — 1999
Bachelor of Education (B.Ed.), Economics
UBS Wealth Management May 2014 - Present
UBS February 2013 - May 2014
Link Investimentos April 2002 - February 2013
Bank of America September 2000 - September 2001
Skills
Capital Markets, Corporate Finance, Derivatives, Equities, Financial Markets, Fixed Income, Investment Banking, Portfolio Management, Strategic Planning, Trading, Valuation, Building Relationships, FX Options, Investments, Options, Trading Systems, Wealth Management, Interest Rate...
Education
IBMEC - SP 2004 — 2006
Master of Business Administration (MBA), Economics
Universidade Presbiteriana Mackenzie 1994 — 1999
Bachelor of Education (B.Ed.), Economics
Nicole Pereira's UBS Experience August 2009 - January 2010
Job Associate at Brightwood Capital
Industry Financial Services
Experience
Brightwood Capital July 2014 - Present
Citigroup June 2010 - July 2014
UBS August 2009 - January 2010
Wall Street Options May 2009 - August 2009
Skills
Banking, Financial Modeling, Financial Analysis, Financial Statement..., Underwriting, Investment Strategies, Research, Real Estate Financing, Lease Financing, Secured Financing, Leveraged Finance, Asset Based Finance, Syndications, Financial Accounting, Financial Markets, Corporate Finance, Structured Finance, Trade Finance, Credit Derivatives, Interest Rate Swaps, FX Derivatives
Education
Hofstra University 2008 — 2010
BBA, Finance and Economics
University of Tampa - John H. Sykes College of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Brightwood Capital July 2014 - Present
Citigroup June 2010 - July 2014
UBS August 2009 - January 2010
Wall Street Options May 2009 - August 2009
Skills
Banking, Financial Modeling, Financial Analysis, Financial Statement..., Underwriting, Investment Strategies, Research, Real Estate Financing, Lease Financing, Secured Financing, Leveraged Finance, Asset Based Finance, Syndications, Financial Accounting, Financial Markets, Corporate Finance, Structured Finance, Trade Finance, Credit Derivatives, Interest Rate Swaps, FX Derivatives
Education
Hofstra University 2008 — 2010
BBA, Finance and Economics
University of Tampa - John H. Sykes College of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Dami Alade's UBS Experience July 2011 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS July 2011 - Present
UBS June 2010 - August 2010
Credit Suisse June 2009 - August 2009
Skills
Program Management, Due Diligence, Private Equity, Investment Banking, Financial Analysis
Education
Howard University 2007 — 2011
Bachelor of Business Administration, Business Finance
UBS July 2011 - Present
UBS June 2010 - August 2010
Credit Suisse June 2009 - August 2009
Skills
Program Management, Due Diligence, Private Equity, Investment Banking, Financial Analysis
Education
Howard University 2007 — 2011
Bachelor of Business Administration, Business Finance
Alexa Manning's UBS Experience September 2001 - May 2005
Job Researcher at Executive Research and Placement
Industry Staffing and Recruiting
Experience
Executive Research and Placement August 2005 - Present
UBS September 2001 - May 2005
Education
Hofstra University
BS, Finance
Executive Research and Placement August 2005 - Present
UBS September 2001 - May 2005
Education
Hofstra University
BS, Finance
Jamie Giardina's UBS Experience February 1999 - July 2001
Job Assistant at Merchant Capital, LLC
Industry Banking
Experience
Stifel Financial Corp. January 2015 - Present
Merchant Capital, LLC April 2010 - January 2015
Colonial Bank February 2001 - December 2009
BB&T 2001 - 2009
UBS February 1999 - July 2001
Education
Troy University in Montgomery 2000 — 2002
Huntingdon College 1999 — 2000
Stifel Financial Corp. January 2015 - Present
Merchant Capital, LLC April 2010 - January 2015
Colonial Bank February 2001 - December 2009
BB&T 2001 - 2009
UBS February 1999 - July 2001
Education
Troy University in Montgomery 2000 — 2002
Huntingdon College 1999 — 2000
Ahmed Sayyed's UBS Experience May 1999 - May 2005
Job Management Consulting Professional
Industry Management Consulting
Experience
Oakbrook Terrace City Council 2009 - 2012
UBS May 1999 - May 2005
Skills
Series 7, Portfolio Management, Wealth Management, Equities, Asset Management, Financial Analysis, Fixed Income, Derivatives, Customer Relations, Trading, Business Strategy, Mutual Funds, Series 3, Financial Advisory, Financial Markets, Options, Alternative Investments, Equity Research, Series 63, Leadership, Strategic Planning, Management, Management Consulting, Change Management, Strategy, Business Analysis, Asset Managment, Customer Service, Due Diligence, Business Process..., Organizational Design
Education
Illinois Institute of Technology 1981 — 1984
MBA, Finance
XLRI Jamshedpur 1974 — 1976
PGDIR&W, Human Resources Management
Oakbrook Terrace City Council 2009 - 2012
UBS May 1999 - May 2005
Skills
Series 7, Portfolio Management, Wealth Management, Equities, Asset Management, Financial Analysis, Fixed Income, Derivatives, Customer Relations, Trading, Business Strategy, Mutual Funds, Series 3, Financial Advisory, Financial Markets, Options, Alternative Investments, Equity Research, Series 63, Leadership, Strategic Planning, Management, Management Consulting, Change Management, Strategy, Business Analysis, Asset Managment, Customer Service, Due Diligence, Business Process..., Organizational Design
Education
Illinois Institute of Technology 1981 — 1984
MBA, Finance
XLRI Jamshedpur 1974 — 1976
PGDIR&W, Human Resources Management
Claire Bard's UBS Experience June 2010 - August 2010
Job Event Coordinator at The GRAY ZONE
Industry International Trade and Development
Experience
The GRAY ZONE August 2010 - Present
SCOPE Education Services October 2011 - June 2013
UBS June 2010 - August 2010
Greater Washington Haiti Relief Committee January 2010 - March 2010
Amazing Journeys Summer Program May 2009 - August 2009
Executive Office of the Mayor, Office of Community Affairs February 2008 - April 2008
People to People Programs July 2006 - August 2006
Skills
Event Management, Event Planning, Public Speaking, First Aid/CPR Certified, Medication..., Microsoft Office: Word,..., OTC Systems: Wisdom,..., Data Management, Database Design, French, Microsoft Excel, Leadership, Market Research, Project Management, Fundraising, Customer Service
Education
SUNY Old Westbury 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Howard University 2007 — 2011
Undergraduate coursework, International Business
Sacred Heart Academy 2003 — 2007
H.S. Diploma
The GRAY ZONE August 2010 - Present
SCOPE Education Services October 2011 - June 2013
UBS June 2010 - August 2010
Greater Washington Haiti Relief Committee January 2010 - March 2010
Amazing Journeys Summer Program May 2009 - August 2009
Executive Office of the Mayor, Office of Community Affairs February 2008 - April 2008
People to People Programs July 2006 - August 2006
Skills
Event Management, Event Planning, Public Speaking, First Aid/CPR Certified, Medication..., Microsoft Office: Word,..., OTC Systems: Wisdom,..., Data Management, Database Design, French, Microsoft Excel, Leadership, Market Research, Project Management, Fundraising, Customer Service
Education
SUNY Old Westbury 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Howard University 2007 — 2011
Undergraduate coursework, International Business
Sacred Heart Academy 2003 — 2007
H.S. Diploma
L. Rita Fiumara's UBS Experience November 1996 - Present
Job First Vice President Investments; Institutional Consultant
Industry Financial Services
Experience
UBS November 1996 - Present
Education
Illinois Institute of Technology 1994 — 1996
Master of Science, Business Administration- Finance
University of South Florida - College of Business Administration 1986 — 1989
Bachelor of Arts, Business Adminstration
UBS November 1996 - Present
Education
Illinois Institute of Technology 1994 — 1996
Master of Science, Business Administration- Finance
University of South Florida - College of Business Administration 1986 — 1989
Bachelor of Arts, Business Adminstration
Richard Ambrosio's UBS Experience August 1998 - May 2008
Job Salesman/Trader at Marco Polo International Inc.
Industry Financial Services
Experience
Marco Polo International Inc. March 2012 - Present
UBS August 1998 - May 2008
Morgan Stanley Dean Witter 1991 - 1997
Skills
Series 63, Securities, Series 7, Equities, Hedge Funds, Fixed Income, Bloomberg, Options, Alternative Investments, Capital Markets, Derivatives, Financial Services, Mutual Funds, Back Office, Asset Management, CRM, Investment Banking, Bonds
Education
Hofstra University
MBA
Marco Polo International Inc. March 2012 - Present
UBS August 1998 - May 2008
Morgan Stanley Dean Witter 1991 - 1997
Skills
Series 63, Securities, Series 7, Equities, Hedge Funds, Fixed Income, Bloomberg, Options, Alternative Investments, Capital Markets, Derivatives, Financial Services, Mutual Funds, Back Office, Asset Management, CRM, Investment Banking, Bonds
Education
Hofstra University
MBA
David I. Palmer, CIMA, CFP's UBS Experience September 1994 - Present
Job Account Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS September 1994 - Present
Skills
Strategic Planning, Mergers & Acquisitions, Investments
Education
Hofstra University 1982 — 1984
BA, History
UBS September 1994 - Present
Skills
Strategic Planning, Mergers & Acquisitions, Investments
Education
Hofstra University 1982 — 1984
BA, History
Allison Pearson's UBS Experience 1990 - 1998
Job Document Specialist II at Williams Lea
Industry Staffing and Recruiting
Experience
Williams Lea May 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP October 2011 - May 2014
Tiger Information Systems June 2010 - November 2010
Tiger Information Systems June 2010 - November 2010
Bowne 2000 - 2004
Bank of America 2000 - 2004
UBS 1990 - 1998
Skills
Administrative..., PowerPoint, Microsoft Excel, Microsoft Applications, Adobe Acrobat, Adobe Creative Suite, Microsoft Office, Outlook, Microsoft Word, System Administration, Access, Social Media, Windows 7, Visio, Windows, Mac, Training
Education
Hofstra University 1983 — 1987
Bachelor of Science (BS), Fine Arts - Graphics
Desisto
Williams Lea May 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP October 2011 - May 2014
Tiger Information Systems June 2010 - November 2010
Tiger Information Systems June 2010 - November 2010
Bowne 2000 - 2004
Bank of America 2000 - 2004
UBS 1990 - 1998
Skills
Administrative..., PowerPoint, Microsoft Excel, Microsoft Applications, Adobe Acrobat, Adobe Creative Suite, Microsoft Office, Outlook, Microsoft Word, System Administration, Access, Social Media, Windows 7, Visio, Windows, Mac, Training
Education
Hofstra University 1983 — 1987
Bachelor of Science (BS), Fine Arts - Graphics
Desisto
Coree Schmitz's UBS Experience July 2007 - May 2008
Job General Manager at Wishlist
Industry Media Production
Experience
Wishlist February 2015 - Present
House of Genius January 2014 - Present
The Truffle Cheese Shop February 2013 - Present
Engine7 Media September 2013 - May 2015
Seminole Energy Services June 2013 - October 2013
Oogave, LLC January 2012 - February 2013
Fulbright Commission November 2010 - December 2011
Bill Barrett Corporation June 2008 - September 2010
UBS July 2007 - May 2008
Skills
Marketing Strategy, Marketing, Entrepreneurship, Business Strategy, Project Management, Media Optimization
Education
IE (Instituto de Empresa) 2010 — 2011
IMBA
Valparaiso University 2003 — 2007
BSBA
Wishlist February 2015 - Present
House of Genius January 2014 - Present
The Truffle Cheese Shop February 2013 - Present
Engine7 Media September 2013 - May 2015
Seminole Energy Services June 2013 - October 2013
Oogave, LLC January 2012 - February 2013
Fulbright Commission November 2010 - December 2011
Bill Barrett Corporation June 2008 - September 2010
UBS July 2007 - May 2008
Skills
Marketing Strategy, Marketing, Entrepreneurship, Business Strategy, Project Management, Media Optimization
Education
IE (Instituto de Empresa) 2010 — 2011
IMBA
Valparaiso University 2003 — 2007
BSBA
Paul Biggin's UBS Experience January 2003 - March 2007
Job Financial Advisor at
Industry Financial Services
Experience
Biggin Financial, Ltd. (@ RJFS) March 2007 - Present
Raymond James Financial Services, Inc. March 2007 - Present
UBS January 2003 - March 2007
Education
Hofstra University
New York Institute of Technology
Biggin Financial, Ltd. (@ RJFS) March 2007 - Present
Raymond James Financial Services, Inc. March 2007 - Present
UBS January 2003 - March 2007
Education
Hofstra University
New York Institute of Technology
Nancy Koulouris-Erigo's UBS Experience November 1997 - February 2004
Job Financial Services Professional
Industry Financial Services
Experience
Lehman Brothers March 2004 - October 2006
UBS November 1997 - February 2004
New York Mercantile Exchange July 1996 - November 1997
Consultants on Call September 1995 - June 1996
Education
Hofstra University 1991 — 1995
BA, Teacher of Speech and Hearing Impaired
Lehman Brothers March 2004 - October 2006
UBS November 1997 - February 2004
New York Mercantile Exchange July 1996 - November 1997
Consultants on Call September 1995 - June 1996
Education
Hofstra University 1991 — 1995
BA, Teacher of Speech and Hearing Impaired
Dimitri Bella's UBS Experience 2015 - Present
Job Client Advisor Assistant at UBS (Monaco) SA
Industry Banking
Experience
UBS 2015 - Present
Education
Institut d'Administration des Entreprises 2014 — 2015
Master Gestion Internationale de Fortune, Comptabilité et finance
Institut Supérieur d'Economie et de Management - ISEM 2013 — 2014
Masters degree, International Banking and Finance
Institut Supérieur d'Economie et de Management - ISEM 2009 — 2013
Bachelors degree, Economics and Management
Lycée des Eucalyptus Classes Préparatoires aux Grandes Ecoles 2008 — 2009
PTSI, Mathematics and Computer Science
UBS 2015 - Present
Education
Institut d'Administration des Entreprises 2014 — 2015
Master Gestion Internationale de Fortune, Comptabilité et finance
Institut Supérieur d'Economie et de Management - ISEM 2013 — 2014
Masters degree, International Banking and Finance
Institut Supérieur d'Economie et de Management - ISEM 2009 — 2013
Bachelors degree, Economics and Management
Lycée des Eucalyptus Classes Préparatoires aux Grandes Ecoles 2008 — 2009
PTSI, Mathematics and Computer Science
Susan Lombardi Spivak's UBS Experience November 2014 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
UBS 2006 - 2010
Morgan Stanley Smith Barney 1998 - 2006
Merrill Lynch 1995 - 1998
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Banking and Financial Support Services
UBS November 2014 - Present
UBS 2006 - 2010
Morgan Stanley Smith Barney 1998 - 2006
Merrill Lynch 1995 - 1998
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Philip Balzafiore's UBS Experience February 2011 - March 2015
Job Head of Tax at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management March 2015 - Present
UBS February 2011 - March 2015
UBS August 2004 - January 2011
KPMG US 1995 - 2004
Education
New York University School of Law 1996 — 1998
Master of Laws (LL.M.), Taxation
Hofstra University School of Law 1992 — 1995
Doctor of Law (J.D.)
Hofstra University 1986 — 1990
Bachelor of Business Administration (BBA), Accounting
AQR Capital Management March 2015 - Present
UBS February 2011 - March 2015
UBS August 2004 - January 2011
KPMG US 1995 - 2004
Education
New York University School of Law 1996 — 1998
Master of Laws (LL.M.), Taxation
Hofstra University School of Law 1992 — 1995
Doctor of Law (J.D.)
Hofstra University 1986 — 1990
Bachelor of Business Administration (BBA), Accounting
Michael Paesano's UBS Experience 2005 - 2011
Job Senior Investment Management Consultant. Senior Portfolio Manager. Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2011 - Present
UBS 2005 - 2011
Mellon Private Wealth Management 2002 - 2005
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Banking and Finance
Morgan Stanley Wealth Management 2011 - Present
UBS 2005 - 2011
Mellon Private Wealth Management 2002 - 2005
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Banking and Finance
Jenelle Todd's UBS Experience June 2015 - Present
Job Ops Product Specialist at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
Skills
Fixed Income, Bloomberg, Equities, Securities, Investment Banking, Hedge Funds, Capital Markets, Settlement, Securities Lending, Prime Brokerage, Corporate Actions, Bonds, Back Office, Trading, Middle Office, Financial Services
Education
Hofstra University 2000 — 2004
BBA, International Business
UBS June 2015 - Present
Skills
Fixed Income, Bloomberg, Equities, Securities, Investment Banking, Hedge Funds, Capital Markets, Settlement, Securities Lending, Prime Brokerage, Corporate Actions, Bonds, Back Office, Trading, Middle Office, Financial Services
Education
Hofstra University 2000 — 2004
BBA, International Business
RAFAEL SOLER COMBA's UBS Experience March 2015 - Present
Job Senior Vice President at UBS
Industry Banking
Experience
UBS March 2015 - Present
Santander Private Banking International July 2012 - February 2015
Banesto Securities September 2010 - July 2012
Banesto June 2005 - September 2011
Accenture September 2001 - February 2003
Skills
Banking, Investment Banking, Capital Markets, Credit Risk, Corporate Finance, Derivatives, Business Strategy, Private Banking, Financial Modeling, Retail Banking, Financial Markets, Risk Management
Education
IESE Business School - University of Navarra 1999 — 2001
Master of Business Administration (MBA), MBA
IMD (International Institute for Management Development) - Business Programs 2010 — 2010
ADVANCED STRATEGIG MANAGEMENT
UBS March 2015 - Present
Santander Private Banking International July 2012 - February 2015
Banesto Securities September 2010 - July 2012
Banesto June 2005 - September 2011
Accenture September 2001 - February 2003
Skills
Banking, Investment Banking, Capital Markets, Credit Risk, Corporate Finance, Derivatives, Business Strategy, Private Banking, Financial Modeling, Retail Banking, Financial Markets, Risk Management
Education
IESE Business School - University of Navarra 1999 — 2001
Master of Business Administration (MBA), MBA
IMD (International Institute for Management Development) - Business Programs 2010 — 2010
ADVANCED STRATEGIG MANAGEMENT
Mark Benaharon's UBS Experience September 2015 - Present
Job Executive Director Group Treasury Structural Interest Rate and Liquidity Risk Management
Industry Financial Services
Experience
UBS September 2015 - Present
UBS December 2012 - Present
UBS August 2007 - November 2012
GE Capital June 1996 - May 2007
FIRST INSTITUTIONAL SECURITIES, INC May 1995 - March 1996
Kidder Peabody June 1992 - May 1995
FEDERAL RESERVE BANK August 1989 - June 1992
Army Paratroopers August 1982 - August 1986
Skills
Portfolio Management, ALM, Treasury Management, Treasury Services, Six Sigma, Structured Products, Cash Flow Forecasting, Liquidity Risk..., ABS, MBS, CMBS, CDOs, Credit Derivatives, Euro-Dollar Futures, Interest Rate Risk..., Cash Capital, Structural Liquidity GAP, Performance Benchmarking, CMOs, Taxable Municiple Debt, Alternative Risk..., GAAP-Hedge Accounting, IFRS-Hedge Accounting, Accounting, Banking, Derivatives, FX Options, Financial Institutions, Finance, Financial Risk, Interest Rate..., Fixed Income, Trading, Risk Management, Credit, Financial Structuring, Funding, Capital Markets, Financial Modeling, Treasury, Hedging, Asset Management, Investments, Financial Markets, Securities, Bonds, Valuation, Structured Finance, Management, Financial Analysis
Education
Federal Reserve Bank Credit Training 1989 — 1992
GE Six Sigma Certification 1986 — 1989
Quality
Hofstra University 1986 — 1989
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
UBS September 2015 - Present
UBS December 2012 - Present
UBS August 2007 - November 2012
GE Capital June 1996 - May 2007
FIRST INSTITUTIONAL SECURITIES, INC May 1995 - March 1996
Kidder Peabody June 1992 - May 1995
FEDERAL RESERVE BANK August 1989 - June 1992
Army Paratroopers August 1982 - August 1986
Skills
Portfolio Management, ALM, Treasury Management, Treasury Services, Six Sigma, Structured Products, Cash Flow Forecasting, Liquidity Risk..., ABS, MBS, CMBS, CDOs, Credit Derivatives, Euro-Dollar Futures, Interest Rate Risk..., Cash Capital, Structural Liquidity GAP, Performance Benchmarking, CMOs, Taxable Municiple Debt, Alternative Risk..., GAAP-Hedge Accounting, IFRS-Hedge Accounting, Accounting, Banking, Derivatives, FX Options, Financial Institutions, Finance, Financial Risk, Interest Rate..., Fixed Income, Trading, Risk Management, Credit, Financial Structuring, Funding, Capital Markets, Financial Modeling, Treasury, Hedging, Asset Management, Investments, Financial Markets, Securities, Bonds, Valuation, Structured Finance, Management, Financial Analysis
Education
Federal Reserve Bank Credit Training 1989 — 1992
GE Six Sigma Certification 1986 — 1989
Quality
Hofstra University 1986 — 1989
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Melody Castagna-Farfan's UBS Experience July 2013 - Present
Job Client Relations UBS Financial Services
Industry Financial Services
Experience
UBS July 2013 - Present
Urban Folk Dance Ensemble March 2005 - June 2014
UBS July 2007 - 2013
UBS October 2004 - July 2007
Skills
Client Services, Wealth Management, Financial Services, Banking, Microsoft Office, Data Entry, Administrative Work, Administrative..., Tap, Dance, Experience Working with..., Dance Education, Administration, Customer Service, PowerPoint, Microsoft Excel, Research, Project Management, Risk Management, Program Management
Education
Hudson County Community College
St Aloysius HS
UBS July 2013 - Present
Urban Folk Dance Ensemble March 2005 - June 2014
UBS July 2007 - 2013
UBS October 2004 - July 2007
Skills
Client Services, Wealth Management, Financial Services, Banking, Microsoft Office, Data Entry, Administrative Work, Administrative..., Tap, Dance, Experience Working with..., Dance Education, Administration, Customer Service, PowerPoint, Microsoft Excel, Research, Project Management, Risk Management, Program Management
Education
Hudson County Community College
St Aloysius HS
Paul Gerardi's UBS Experience September 2014 - Present
Job Senior Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS September 2014 - Present
Morgan Stanley September 2009 - September 2014
Morgan Stanley Wealth Management September 2008 - September 2009
Education
College for Financial Planning
Accredited Wealth Management Advisor (AWMA®)
New York University 2010 — 2014
Master of Business Administration (MBA), Finance
Hofstra University 2006 — 2009
Bachelor of Business Administration (BBA), Finance, Cum Laude
UBS September 2014 - Present
Morgan Stanley September 2009 - September 2014
Morgan Stanley Wealth Management September 2008 - September 2009
Education
College for Financial Planning
Accredited Wealth Management Advisor (AWMA®)
New York University 2010 — 2014
Master of Business Administration (MBA), Finance
Hofstra University 2006 — 2009
Bachelor of Business Administration (BBA), Finance, Cum Laude
Adrienne Ferguson's UBS Experience August 2008 - July 2014
Job Financial Services Professional
Industry Financial Services
Experience
OFAC Business/Compliance Analyst September 2014 - Present
UBS August 2008 - July 2014
E*TRADE Financial Corporation April 2006 - August 2008
E*TRADE Financial Corporation (formerly DLJdirect) April 2004 - April 2006
Donaldson,Lufkin & Jenrette - DLJdirect August 1999 - April 2004
Price Watehouse Cooopers Lybrand-Kwasha Lipton HR Solutions July 1998 - August 1999
Nationsbanc Investments June 1997 - May 1998
Olde Discount Stockbrokers March 1996 - January 1997
North Carolina Dept. of Transaportation June 1992 - February 1996
Skills
AML, Securities, FINRA, Brokerage Operations, Fixed Income, Series 9, Series 10, Series 7, Series 24, Excellent Analytical..., Series 4, KYC, USA Patriot Act, Strong multi-tasking..., Risk Management, Superior Attention to..., Strong coach and..., Extraordinary Work Ethic, Knowledgeable in terms..., Equities, Financial Services
Education
Howard University 1986 — 1991
Bachelor's Degree, Civil Engineering
OFAC Business/Compliance Analyst September 2014 - Present
UBS August 2008 - July 2014
E*TRADE Financial Corporation April 2006 - August 2008
E*TRADE Financial Corporation (formerly DLJdirect) April 2004 - April 2006
Donaldson,Lufkin & Jenrette - DLJdirect August 1999 - April 2004
Price Watehouse Cooopers Lybrand-Kwasha Lipton HR Solutions July 1998 - August 1999
Nationsbanc Investments June 1997 - May 1998
Olde Discount Stockbrokers March 1996 - January 1997
North Carolina Dept. of Transaportation June 1992 - February 1996
Skills
AML, Securities, FINRA, Brokerage Operations, Fixed Income, Series 9, Series 10, Series 7, Series 24, Excellent Analytical..., Series 4, KYC, USA Patriot Act, Strong multi-tasking..., Risk Management, Superior Attention to..., Strong coach and..., Extraordinary Work Ethic, Knowledgeable in terms..., Equities, Financial Services
Education
Howard University 1986 — 1991
Bachelor's Degree, Civil Engineering
Evan Fishman's UBS Experience June 2006 - Present
Job SVP at UBS
Industry
Experience
UBS June 2006 - Present
Merrill Lynch September 1992 - June 2006
Education
Hofstra University 1989 — 1991
Master of Business Administration (M.B.A.) with Distinction
University at Buffalo 1981 — 1985
Bachelor's degree, Economics
UBS June 2006 - Present
Merrill Lynch September 1992 - June 2006
Education
Hofstra University 1989 — 1991
Master of Business Administration (M.B.A.) with Distinction
University at Buffalo 1981 — 1985
Bachelor's degree, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
JPMorgan Chase & Co.